def getOrCreateCompany(self, CIK, entityRegistrantName=None, session=None):
company = CompanyDao().getCompany2(CIK, session)
if (company is None):
company = Company()
company.CIK = CIK
company.entityRegistrantName = entityRegistrantName
company.listed = True
elif entityRegistrantName is not None and entityRegistrantName != '':
company.entityRegistrantName = entityRegistrantName
Dao().addObject(objectToAdd=company, session=session, doCommit=True)
return company
def solveCurrentExpression(self, CIK, ticker, session):
rs = FileDataDao().getLastFileDataByCIK(CIK=CIK, session=session)
row = rs.fetchone()
tickerObject = CompanyDao().getTicker(ticker, session)
fileData = FileDataDao().getFileData(row[0], session)
expressionDict = self.getExpressionDict2(isCurrent=True,
session=session)
cfvDict = self.getValuesForExpression(fileDataOID=fileData.OID,
isCurrent=True,
session=session)
priceValue = PricingInterface().getMarketPriceByAssetName(
tickerObject.onlinePricingSymbol, PricingInterface.TRADIER)
cfvDict['PRICE'] = {'value': priceValue, 'periodOID': None}
# print('PRICE', priceValue)
return self.solveExpression(expressionDict, fileData, cfvDict)
def updateDTCompanyData(values):
if(values is not None and len(values) > 0):
rows = CompanyDao().getCompanyListByTicker(values)
if (len(rows) != 0):
df = DataFrame(rows)
dtCompanyData = dt.DataTable(
id='dt-companyData',
columns=[
{"name": i, "id": i, "deletable": False} for i in df.columns
],
data=df.to_dict("rows"),
sort_action="native",
sort_mode="multi",
style_as_list_view=True,
)
return dtCompanyData
def executeCCRCReport(n_clicks):
if (n_clicks > 0):
rs2 = CompanyDao().getCompanyListForReport()
df2 = DataFrame(rs2)
dt2 = dt.DataTable(
id='dt-companyReport',
columns=[{
"name": i,
"id": i,
"deletable": False
} for i in df2.columns],
data=df2.to_dict("rows"),
filter_action="native",
sort_action="native",
sort_mode="multi",
row_selectable="multi",
)
return dt2
@author: afunes
'''
from dash.dependencies import Output, Input, State
from pandas.core.frame import DataFrame
from dao.companyDao import CompanyDao
from dao.entityFactDao import EntityFactDao
import dash_bootstrap_components as dbc
import dash_core_components as dcc
import dash_html_components as html
import dash_table as dt
from web.app import app
options = CompanyDao().getAllTicker()
options2 = []
for o in options:
options2.append({"label": o[0], "value": o[0]})
layout = dbc.Container([
dbc.Row([
dbc.Col([
html.Label("Company Tickers"),
dcc.Dropdown(id="dd-companyTicker", multi=True)
],
width=2),
dbc.Col([
html.Label("Company list"),
dt.DataTable(data=[{}], id='dt-companyData3'),
html.Div(id='dt-companyDataContainer3')
if __name__ == "__main__":
Initializer()
notMarchingList = []
# fileHandle = open('C:\\Users\\afunes\\iCloudDrive\\PortfolioViewer\\import\\ticker.txt', 'r')
url = "https://www.sec.gov/include/ticker.txt"
response = requests.get(url, timeout = 30)
fileText = response.text
objectList = []
for line in fileText.split('\n'):
session = DBConnector(isNullPool=True).getNewSession()
row = line.split('\t')
ticker = row[0].upper()
CIK = row[1].rstrip()
# print(ticker, CIK)
company = CompanyDao().getCompany2(CIK, session)
if (company is None):
print("Company not found CIK: " + CIK)
elif (company is not None):
tickerList = [x.ticker for x in company.tickerList]
if (ticker not in tickerList):
t = Ticker()
t.ticker = ticker.upper()
t.tickerOrigin = "www.sec.gov/include/ticker.txt"
t.active = True
company.tickerList.append(t)
print("Adding ticker " + ticker + " for company " + str(company.CIK))
try:
Dao().addObject(objectToAdd = company, session = session, doFlush = True)
session.commit()
except Exception as e: