def edit_system(request, system_id=None):
'''
Show System with <system_id>
'''
message = ''
system = System.objects.get(id=system_id)
# generate performance list
performance = []
results = []
for param, fmt in OUTPUT_FORMATS.items():
value = getattr(system, param, None)
if fmt['type'] == 'performance' and value is not None: # 0 is allowed!
performance.append((fmt['name'], fmt['format'].format(value)))
results.append((fmt['name'], fmt['format'].format(value)))
#generate equity table
equity = EquityHistory(system_id=system.id)
if equity.exists():
total_equity = equity.get('year')
equity_table = EquityTable(total_equity, order_by=('date',))
RequestConfig(request, paginate=None).configure(equity_table)
else:
equity_table = None
#/equity table
#generate portfolio table
trades = Trade.objects.filter(system=system, rule_exit=None)
if len(trades):
latest_date = trades[0].stock.get_latest_date()
stoploss_date = next_weekday(latest_date)
else:
stoploss_date = None
portfolio_table = PortfolioTable(trades, order_by=('date_entry',))
RequestConfig(request, paginate=None).configure(portfolio_table)
#generate trades table
trades = Trade.objects.filter(system=system, rule_exit__isnull=False)
trades_table = TradesTable(trades, exclude=('id', 'system'),
order_by=('date_entry',))
RequestConfig(request, paginate=None).configure(trades_table)
#/trades table
# copy system to method if required
if request.method == 'POST':
if request.POST.get('todo') == 'Delete trade':
trade_list = request.POST.getlist('tradeid')
Trade.objects.filter(id__in=trade_list).delete()
tradeform = TradeForm()
else:
tradeform = TradeForm(data=request.POST)
if tradeform.is_valid():
name = tradeform.cleaned_data.get('symbol').upper()
volume = tradeform.cleaned_data.get('volume')
price = tradeform.cleaned_data.get('price')
date = tradeform.cleaned_data.get('date')
method = system.metasystem.method_set.all()[0]
if request.POST.get('todo') == 'Enter position':
if not volume:
message = 'volume must be specified for entry'
else:
try:
stock = Stock.objects.get(name=name)
print 'NAME', stock.name
trade = Trade(system=system, stock=stock,
method=method, rule_entry='discret.',
price_entry=price, date_entry=date,
volume=volume)
trade.save()
message = 'Position entered'
except:
message = 'Failed to enter position'
elif request.POST.get('todo') == 'Exit position':
position_list = request.POST.getlist('positionid')
if len(position_list) != 1:
message = 'One position must be selected to exit'
else:
position_id = position_list[0]
stock = Trade.objects.get(id=position_id).stock
try:
trade = Trade.objects.get(id=position_id,
system=system, stock=stock, method=method,
rule_entry='discret.', rule_exit=None)
trade.rule_exit = 'discret.'
trade.price_exit = price
trade.date_exit = date
trade.save()
message = 'Position exited'
except:
message = 'Failed to exit position'
else: # this is the first page load
tradeform = TradeForm()
return render(request, 'edit_system.html',
{'system': system,
'trades_table': trades_table,
'stoploss_date': stoploss_date,
'equity_table': equity_table,
'portfolio_table': portfolio_table,
'tradeform': tradeform,
'performance': performance,
'result': results,
'message': message })
def show_system(request, system_id=None):
'''
Show System with <system_id>
'''
notify = None
system = System.objects.get(id=system_id)
metasystem = system.metasystem
metasystem.make_system(system.params)
# generate performance list
performance = []
results = []
for param, fmt in OUTPUT_FORMATS.items():
value = getattr(system, param, None)
if fmt['type'] == 'performance' and value is not None: # 0 is allowed!
performance.append((fmt['name'], fmt['format'].format(value)))
if fmt['type'] == 'result' and value is not None:
results.append((fmt['name'], fmt['format'].format(value)))
#generate equity table
equity = EquityHistory(system_id=system.id)
if equity.exists():
total_equity = equity.get('year')
equity_table = EquityTable(total_equity, order_by=('date',))
RequestConfig(request, paginate=None).configure(equity_table)
else:
equity_table = None
#/equity table
# copy system to method if required
if request.method == 'POST':
copyform = CopyForm(data=request.POST)
if request.POST.get('action') == 'Copy System' and copyform.is_valid():
new_ms_id = copyform.cleaned_data['metasystem']
reverse = copyform.cleaned_data['reverse']
for method in metasystem.method_set.all():
parameters = system.get_params(method)
method.copy(new_ms_id, parameters, reverse=reverse,
comment='copy from system {}'.format(system.id))
else:
copyform = CopyForm()
# bookmark system if required
if request.method == 'POST':
bookmarkform = BookmarkForm(data=request.POST)
if request.POST.get('action') == 'Bookmark Selected':
process_bookmarkform(bookmarkform, request.POST, [system_id])
elif system.bookmark:
bookmarkform = BookmarkForm(initial={'bookmark': system.bookmark.id})
else:
bookmarkform = BookmarkForm()
# process trades/positions
tradeform = TradeForm()
if request.method == 'POST':
if request.POST.get('action') in ('Delete trade', 'Delete position'):
trade_list = request.POST.getlist('tradeid')
trades = ','.join(Trade.objects.get(id=t).stock.name for t in
trade_list)
if not len(trade_list):
notify = Notify('Delete failed, select position to delete')
else:
notify = Notify('Delete Trade(s) {}?'.format(trades))
notify.set_replies(request, ('Yes', 'No'))
request.session['trade_delete_list'] = trade_list
elif request.POST.get('reply'):
trade_list = request.session.get('trade_delete_list')
if not trade_list:
raise AttributeError('session has no valid trade_delete_list')
del request.session['trade_delete_list']
if request.POST.get('reply') == 'Yes':
trades = ','.join(Trade.objects.get(id=t).stock.name for t in
trade_list)
Trade.objects.filter(id__in=trade_list).delete()
notify = Notify('Trade(s) {} deleted'.format(trades))
elif request.POST.get('reply') == 'No':
notify = Notify('Delete cancelled')
else:
tradeform = TradeForm(data=request.POST)
if tradeform.is_valid():
name = tradeform.cleaned_data.get('symbol').upper()
volume = tradeform.cleaned_data.get('volume')
price = tradeform.cleaned_data.get('price')
date = tradeform.cleaned_data.get('date')
method = system.metasystem.method_set.all()[0]
if request.POST.get('action') == 'Enter position':
if not volume:
notify = Notify('volume must be specified for entry')
else:
try:
stock = Stock.objects.get(name=name)
print 'NAME', stock.name
trade = Trade(system=system, stock=stock,
method=method, rule_entry='discret.',
price_entry=price, date_entry=date,
volume=volume)
trade.save()
notify = Notify('Position entered')
except:
notify = Notify('Failed to enter position')
elif request.POST.get('action') == 'Exit position':
position_list = request.POST.getlist('positionid')
if len(position_list) != 1:
notify = Notify('One position must be selected to exit')
else:
position_id = position_list[0]
stock = Trade.objects.get(id=position_id).stock
try:
trade = Trade.objects.get(id=position_id,
system=system, stock=stock, method=method,
rule_entry='discret.', rule_exit=None)
trade.rule_exit = 'discret.'
trade.price_exit = price
trade.date_exit = date
trade.save()
notify = Notify('Position exited')
except:
notify = Notify('Failed to exit position')
else: # this is the first page load
tradeform = TradeForm()
#generate portfolio table
trades = Trade.objects.filter(system=system, rule_exit=None)
if len(trades):
latest_date = trades[0].stock.get_latest_date()
stoploss_date = next_weekday(latest_date)
else:
stoploss_date = None
portfolio_table = PortfolioTable(trades, order_by=('date_entry',))
RequestConfig(request, paginate=None).configure(portfolio_table)
#generate trades table
trades = Trade.objects.filter(system=system).exclude(rule_exit=None)
trades_table = TradesTable(trades, order_by=('date_entry',))
RequestConfig(request, paginate=None).configure(trades_table)
#/trades table
return render(request, 'show_system.html', {
'metasystem': metasystem,
'system': system,
'trades_table': trades_table,
'equity_table': equity_table,
'performance': performance,
'result': results,
'copyform': copyform,
'bookmarkform': bookmarkform,
'portfolio_table': portfolio_table,
'stoploss_date': stoploss_date,
'tradeform': tradeform,
'notify': notify,
})
