def __init__(self, config): """Constructor.""" FinanceService.__init__(self) BaseServiceCL.__init__(self, SECTION_HEADER, config) self.max_results = None
def __init__(self, email, password):
self.client = FinanceService(source='gdata-finance-test')
self.client.ClientLogin(email, password)
def refresh_creds(self, credentials, sleep):
global gd_client
time.sleep(sleep)
credentials.refresh(httplib2.Http())
now = datetime.utcnow()
expires = credentials.token_expiry
expires_seconds = (expires - now).seconds
# print ("Expires %s from %s = %s" % (expires,now,expires_seconds) )
if self.service == 'docs':
gd_client = DocsService(email='default',
additional_headers={
'Authorization':
'Bearer %s' % credentials.access_token
})
elif self.service == 'picasa':
gd_client = PhotosService(email='default',
additional_headers={
'Authorization':
'Bearer %s' %
credentials.access_token
})
elif self.service == 'finance':
gd_client = FinanceService(email='default',
additional_headers={
'Authorization':
'Bearer %s' %
credentials.access_token
})
elif self.service == 'calendar':
gd_client = CalendarService(email='default',
additional_headers={
'Authorization':
'Bearer %s' %
credentials.access_token
})
elif self.service == 'contacts':
gd_client = ContactsService(email='default',
additional_headers={
'Authorization':
'Bearer %s' %
credentials.access_token
})
elif self.service == 'youtube':
gd_client = YouTubeService(email='default',
additional_headers={
'Authorization':
'Bearer %s' %
credentials.access_token
})
elif self.service == 'blogger':
gd_client = BloggerService(email='default',
additional_headers={
'Authorization':
'Bearer %s' %
credentials.access_token
})
d = threading.Thread(name='refresh_creds',
target=self.refresh_creds,
args=(credentials, expires_seconds - 10))
d.setDaemon(True)
d.start()
return gd_client
class FinanceTester(object):
def __init__(self, email, password):
self.client = FinanceService(source='gdata-finance-test')
self.client.ClientLogin(email, password)
def GetPortfolios(self, with_returns=False, inline_positions=False):
query = PortfolioQuery()
query.returns = with_returns
query.positions = inline_positions
return self.client.GetPortfolioFeed(query=query).entry
def GetPositions(self,
portfolio,
with_returns=False,
inline_transactions=False):
query = PositionQuery()
query.returns = with_returns
query.transactions = inline_transactions
return self.client.GetPositionFeed(portfolio, query=query).entry
def GetTransactions(self, position=None, portfolio=None, ticker=None):
if position:
feed = self.client.GetTransactionFeed(position)
elif portfolio and ticker:
feed = self.client.GetTransactionFeed(
portfolio_id=portfolio.portfolio_id, ticker_id=ticker)
return feed.entry
@ShowCallDetails
def TestShowDetails(self,
with_returns=False,
inline_positions=False,
inline_transactions=False):
portfolios = self.GetPortfolios(with_returns, inline_positions)
for pfl in portfolios:
PrintPortfolio(pfl, with_returns)
positions = self.GetPositions(pfl, with_returns,
inline_transactions)
for pos in positions:
PrintPosition(pos, with_returns)
PrintTransactions(self.GetTransactions(pos))
def DeletePortfoliosByName(self, portfolio_titles):
for pfl in self.GetPortfolios():
if pfl.portfolio_title in portfolio_titles:
self.client.DeletePortfolio(pfl)
def AddPortfolio(self, portfolio_title, currency_code):
pfl = PortfolioEntry(portfolio_data=PortfolioData(
currency_code=currency_code))
pfl.portfolio_title = portfolio_title
return self.client.AddPortfolio(pfl)
def UpdatePortfolio(self,
portfolio,
portfolio_title=None,
currency_code=None):
if portfolio_title:
portfolio.portfolio_title = portfolio_title
if currency_code:
portfolio.portfolio_data.currency_code = currency_code
return self.client.UpdatePortfolio(portfolio)
def DeletePortfolio(self, portfolio):
self.client.DeletePortfolio(portfolio)
@ShowCallDetails
def TestManagePortfolios(self):
pfl_one = 'Portfolio Test: Emerging Markets 12345'
pfl_two = 'Portfolio Test: Renewable Energy 31415'
print '---- Deleting portfolios ----'
self.DeletePortfoliosByName([pfl_one, pfl_two])
PrintPortfolios(self.GetPortfolios())
print '---- Adding new portfolio ----'
pfl = self.AddPortfolio(pfl_one, 'SGD')
PrintPortfolios(self.GetPortfolios())
print '---- Changing portfolio title and currency code ----'
pfl = self.UpdatePortfolio(pfl, pfl_two, 'USD')
PrintPortfolios(self.GetPortfolios())
print '---- Deleting portfolio ----'
self.DeletePortfolio(pfl)
PrintPortfolios(self.GetPortfolios())
def Transact(self,
type,
portfolio,
ticker,
date=None,
shares=None,
notes=None,
price=None,
commission=None,
currency_code=None):
if price is not None:
price = Price(money=[
Money(amount=str(price),
currency_code=currency_code
or portfolio.portfolio_data.currency_code)
])
if commission is not None:
commission = Commission(money=[
Money(amount=str(comission),
currency_code=currency_code
or portfolio.portfolio_data.currency_code)
])
if date is not None and isinstance(date, datetime.datetime):
date = date.isoformat()
if shares is not None:
shares = str(shares)
txn = TransactionEntry(
transaction_data=TransactionData(type=type,
date=date,
shares=shares,
notes=notes,
price=price,
commission=commission))
return self.client.AddTransaction(txn,
portfolio_id=portfolio.portfolio_id,
ticker_id=ticker)
def Buy(self, portfolio, ticker, **kwargs):
return self.Transact('Buy', portfolio, ticker, **kwargs)
def Sell(self, portfolio, ticker, **kwargs):
return self.Transact('Sell', portfolio, ticker, **kwargs)
def GetPosition(self,
portfolio,
ticker,
with_returns=False,
inline_transactions=False):
query = PositionQuery()
query.returns = with_returns
query.transactions = inline_transactions
return self.client.GetPosition(portfolio_id=portfolio.portfolio_id,
ticker_id=ticker,
query=query)
def DeletePosition(self, position):
self.client.DeletePosition(position_entry=position)
def UpdateTransaction(self, transaction):
self.client.UpdateTransaction(transaction)
def DeleteTransaction(self, transaction):
self.client.DeleteTransaction(transaction)
@ShowCallDetails
def TestManageTransactions(self):
pfl_title = 'Transaction Test: Technology 27182'
self.DeletePortfoliosByName([pfl_title])
print '---- Adding new portfolio ----'
pfl = self.AddPortfolio(pfl_title, 'USD')
PrintPortfolios(self.GetPortfolios())
print '---- Adding buy transactions ----'
tkr1 = 'NASDAQ:GOOG'
date = datetime.datetime(2009, 04, 01)
days = datetime.timedelta(1)
txn1 = self.Buy(pfl, tkr1, shares=500, price=321.00, date=date)
txn2 = self.Buy(pfl,
tkr1,
shares=150,
price=312.00,
date=date + 15 * days)
pos = self.GetPosition(portfolio=pfl, ticker=tkr1, with_returns=True)
PrintPosition(pos, with_returns=True)
PrintTransactions(self.GetTransactions(pos))
print '---- Adding sell transactions ----'
txn3 = self.Sell(pfl,
tkr1,
shares=400,
price=322.00,
date=date + 30 * days)
txn4 = self.Sell(pfl,
tkr1,
shares=200,
price=330.00,
date=date + 45 * days)
pos = self.GetPosition(portfolio=pfl, ticker=tkr1, with_returns=True)
PrintPosition(pos, with_returns=True)
PrintTransactions(self.GetTransactions(pos))
print "---- Modifying first and deleting third ----"
txn1.transaction_data.shares = '400.0'
self.UpdateTransaction(txn1)
self.DeleteTransaction(txn3)
pos = self.GetPosition(portfolio=pfl, ticker=tkr1, with_returns=True)
PrintPosition(pos, with_returns=True)
PrintTransactions(self.GetTransactions(pos))
print "---- Deleting position ----"
print "Number of positions (before):", len(self.GetPositions(pfl))
self.DeletePosition(pos)
print "Number of positions (after) :", len(self.GetPositions(pfl))
print '---- Deleting portfolio ----'
self.DeletePortfolio(pfl)
PrintPortfolios(self.GetPortfolios())
def __init__(self, config):
"""Constructor."""
FinanceService.__init__(self)
BaseServiceCL.__init__(self, SECTION_HEADER, config)
self.max_results = None