def newtrade():
form = TradeForm()
acclist = AccountInfo.query.filter_by(user_id=current_user.username)
accounts = []
for item in acclist:
accounts.append((item.account_longname, item.account_longname))
form.trade_account.choices = accounts
if request.method == "POST":
if form.validate_on_submit():
# Need to include two sides of trade:
if form.trade_operation.data in ("B"):
qop = 1
elif form.trade_operation.data in ("S"):
qop = -1
else:
qop = 0
flash(
"Trade Operation Error. Should be B for buy or S for sell.",
"warning")
# Calculate Trade's cash value
cvfail = False
try:
p = float(clean_float(form.trade_price.data))
q = float(clean_float(form.trade_quantity.data))
f = float(clean_float(form.trade_fees.data))
cv = qop * (q * p) + f
except ValueError:
flash(
"Error on calculating fiat amount \
for transaction - TRADE NOT included",
"danger",
)
cvfail = True
cv = 0
# Check what type of trade this is
# Cash and/or Asset
try:
tquantity = float(form.trade_quantity.data) * qop
except ValueError:
tquantity = 0
try:
tprice = float(form.trade_price.data)
except ValueError:
tprice = 0
trade = Trades(
user_id=current_user.username,
trade_date=form.trade_date.data,
trade_account=form.trade_account.data,
trade_currency=form.trade_currency.data,
trade_asset_ticker=form.trade_asset_ticker.data,
trade_quantity=tquantity,
trade_operation=form.trade_operation.data,
trade_price=tprice,
trade_fees=form.trade_fees.data,
trade_notes=form.trade_notes.data,
cash_value=cv,
)
if not cvfail:
current_app.db.session.add(trade)
current_app.db.session.commit()
regenerate_nav()
flash("Trade included", "success")
return redirect(url_for("warden.warden_page"))
else:
flash("Trade Input failed. Something went wrong. Try Again.",
"danger")
form.trade_currency.data = current_app.fx['code']
form.trade_date.data = datetime.utcnow()
return render_template("warden/newtrade.html",
form=form,
title="New Trade",
current_app=current_app,
current_user=fx_rate())
def edittransaction():
form = TradeForm()
reference_id = request.args.get("reference_id")
id = request.args.get("id")
if reference_id:
trade = Trades.query.filter_by(
user_id=current_user.username).filter_by(
trade_reference_id=reference_id).first()
if trade.count() == 0:
abort(404, "Transaction not found")
id = trade.id
trade = Trades.query.filter_by(user_id=current_user.username).filter_by(
id=id).first()
if trade is None:
abort(404)
if trade.user_id != current_user.username:
abort(403)
acclist = AccountInfo.query.filter_by(user_id=current_user.username)
accounts = []
for item in acclist:
accounts.append((item.account_longname, item.account_longname))
form.trade_account.choices = accounts
form.submit.label.text = 'Edit Trade'
if request.method == "POST":
if form.validate_on_submit():
# Write changes to database
if form.trade_operation.data in ("B", "D"):
qop = 1
elif form.trade_operation.data in ("S", "W"):
qop = -1
else:
qop = 0
# Calculate Trade's cash value
cvfail = False
try:
p = float(clean_float(form.trade_price.data))
q = float(clean_float(form.trade_quantity.data))
f = float(clean_float(form.trade_fees.data))
cv = qop * (q * p) + f
except ValueError:
flash(
"Error on calculating cash amount \
for transaction - TRADE NOT edited. Try Again.",
"danger",
)
cvfail = True
cv = 0
trade.trade_date = form.trade_date.data
trade.trade_asset_ticker = form.trade_asset_ticker.data
trade.trade_currency = form.trade_currency.data
trade.trade_operation = form.trade_operation.data
trade.trade_quantity = float(form.trade_quantity.data) * qop
trade.trade_price = float(clean_float(form.trade_price.data))
trade.trade_fees = float(clean_float(form.trade_fees.data))
trade.trade_account = form.trade_account.data
trade.trade_notes = form.trade_notes.data
trade.cash_value = cv
if not cvfail:
current_app.db.session.commit()
regenerate_nav()
flash("Trade edit successful", "success")
return redirect(url_for("warden.warden_page"))
flash("Trade edit failed. Something went wrong. Try Again.", "danger")
# Pre-populate the form
form.trade_date.data = trade.trade_date
form.trade_currency.data = trade.trade_currency
form.trade_asset_ticker.data = trade.trade_asset_ticker
form.trade_operation.data = trade.trade_operation
form.trade_quantity.data = abs(float(trade.trade_quantity))
form.trade_price.data = trade.trade_price
form.trade_fees.data = trade.trade_fees
form.trade_account.data = trade.trade_account
form.trade_notes.data = trade.trade_notes
return render_template("warden/edittransaction.html",
title="Edit Transaction",
form=form,
trade=trade,
id=id,
current_app=current_app,
current_user=fx_rate())
def trade():
if 'loggedin' not in session:
flash('Log In or Sign Up to start trading!')
return redirect(url_for('login'))
form = TradeForm()
if form.validate_on_submit():
#Get stock
symbol = form.symbol.data.upper()
quantity = form.quantity.data
try:
stock = yf.Ticker(symbol)
ask = stock.info['ask']
trade_amount = ask * quantity
if form.buy.data:
#Get cash
cursor.execute("SELECT * FROM Users WHERE id=%s",
session['id'])
for row in cursor:
cash = row[4]
if trade_amount <= cash:
#Subtract ask from cash, insert stock
cursor.execute("UPDATE Users SET cash=cash-%s WHERE id=%s",
(trade_amount, session['id']))
#Increment quantity if owned, otherwise add
cursor.execute(
"SELECT * FROM Stocks WHERE id=%s AND symbol=%s",
(session['id'], symbol))
if cursor.fetchone():
cursor.execute(
"UPDATE Stocks SET quantity=quantity+%s, date=%s WHERE id=%s",
(quantity, datetime.now().date(), session['id']))
else:
cursor.execute(
"INSERT INTO Stocks VALUES (%s, %s, %s, %s)",
(session['id'], symbol, quantity,
datetime.now().date()))
db.commit()
flash('Transaction completed!')
else:
flash('Insufficient funds.')
return render_template('trade.html', form=form)
elif form.sell.data:
#Check quantity
cursor.execute(
"SELECT quantity FROM Stocks WHERE id=%s AND symbol=%s",
(session['id'], symbol))
owned = cursor.fetchone()[0]
if owned:
if quantity > owned:
flash('You can\'t sell more stock than you own!')
return render_template('trade.html', form=form)
elif quantity == owned:
cursor.execute(
"DELETE FROM Stocks WHERE id=%s AND symbol=%s",
(session['id'], symbol))
else:
cursor.execute(
"UPDATE Stocks SET quantity=quantity-%s, date=%s WHERE id=%s AND symbol=%s",
(quantity, datetime.now().date(), session['id'],
symbol))
#Increment cash
cursor.execute("UPDATE Users SET cash=cash+%s WHERE id=%s",
(trade_amount, session['id']))
db.commit()
flash('Transaction completed!')
else:
flash('You can\'t sell a stock you don\'t own!')
return render_template('trade.html', form=form)
except:
flash('An error occurred.')
return redirect(url_for('trade'))
return render_template('trade.html', form=form)