class StockNewsView(View):
template_name = 'finance/stock_news.html'
td = TradingData()
td.setup()
data_provider_url = td.data_provider_url
def get(self, request, source, symbol):
stock_news = self.td.get_stock_news(symbol)
context = {
'source': source,
'symbol': symbol,
'company': self.td.get_company_name(symbol),
'stock_news': stock_news,
}
return render(request, self.template_name, context)
def post(self, request, source, symbol):
view_kwargs = {
'source': source,
'symbol': symbol,
}
return redirect(reverse('stock_news', kwargs=view_kwargs))
class QuoteView(View):
stockquote_form = StockQuoteForm
template_name = 'finance/stock_quotes.html'
td = TradingData()
td.setup()
markets = ['XNAS', 'XNYS', 'XAMS', 'INDEX']
data_provider_url = td.data_provider_url
def get(self, request):
user = request.user
if user.is_authenticated:
# add Person class to user
user.__class__ = Person
try:
default_user = Person.objects.get(username='******')
except Person.DoesNotExist:
default_user = None
quote_string = request.session.get('quote_string', '')
selected_portfolio = request.session.get('selected_portfolio', '')
markets = request.session.get('markets', self.markets)
stockdetail = request.session.get('stockdetail', STOCK_DETAILS[0][0])
form = self.stockquote_form(
initial={
'quote_string': quote_string,
'selected_portfolio': selected_portfolio,
'markets': markets,
'stockdetails': stockdetail,
})
portfolios = default_user.get_portfolio_names()
if user.is_authenticated:
portfolios += user.get_portfolio_names()
if selected_portfolio:
try:
# try if user has selected a portfolio if authenticated
if user.is_authenticated:
symbols = Portfolio.objects.get(
user=user,
portfolio_name=selected_portfolio).get_stock()
stock_info = self.td.get_stock_trade_info(symbols[0:20])
stock_info += self.td.get_stock_trade_info(symbols[20:40])
else:
raise Portfolio.DoesNotExist
except Portfolio.DoesNotExist:
# try if it is a default portfolio
try:
symbols = Portfolio.objects.get(
user=default_user, portfolio_name=selected_portfolio).get_stock() #pylint: disable=line-too-long
stock_info = self.td.get_stock_trade_info(symbols[0:20])
stock_info += self.td.get_stock_trade_info(symbols[20:40])
except Portfolio.DoesNotExist:
pass
else:
symbols = self.td.parse_stock_quote(quote_string, markets=markets)
stock_info = self.td.get_stock_trade_info(symbols[0:20])
stock_info = add_display_tokens(stock_info)
stock_info = format_and_sort_stocks(stock_info)
context = {
'source': source,
'stock_info': stock_info,
'form': form,
'portfolios': sorted(portfolios),
'data_provider_url': self.data_provider_url,
}
return render(request, self.template_name, context)
def post(self, request):
user = request.user
quote_string = request.session.get('quote_string', '')
selected_portfolio = request.session.get('selected_portfolio', '')
markets = request.session.get('markets', self.markets)
stockdetail = request.session.get('stockdetail', STOCK_DETAILS[0][0])
form = self.stockquote_form(request.POST)
if form.is_valid():
form_data = form.cleaned_data
new_quote_string = form_data.get('quote_string')
new_selected_portfolio = form_data.get('selected_portfolio')
markets = form_data.get('markets')
stockdetail = form_data.get('stockdetails')
if new_selected_portfolio != selected_portfolio:
selected_portfolio = new_selected_portfolio
quote_string = ''
elif new_quote_string != quote_string:
quote_string = new_quote_string
selected_portfolio = ''
else:
pass
request.session['quote_string'] = quote_string
request.session['selected_portfolio'] = selected_portfolio
request.session['markets'] = markets
request.session['stockdetail'] = stockdetail
logger.info(f'user {user} [ip: {get_client_ip(request)}] looking '
f'up: {quote_string} / {selected_portfolio}')
else:
pass
return redirect(reverse('stock_quotes'))
class IntraDayView(View):
template_name = 'finance/stock_intraday.html'
td = TradingData()
td.setup()
data_provider_url = td.data_provider_url
def get(self, request, source, symbol):
user = request.user
if not Stock.objects.filter(symbol_ric=symbol):
return redirect(reverse('stock_quotes'))
intraday_trades = self.td.get_stock_intraday_info(symbol)
if not intraday_trades:
return redirect(
reverse(
'stock_history',
kwargs={'symbol': symbol, 'source': source, 'period': PLOT_PERIODS[0]}
)
)
chart_data = []
min_price, max_price, max_volume = None, None, None
date_format = '%d-%m-%Y %H:%M'
for trade in intraday_trades:
chart_data.append([
trade.date.strftime(date_format),
trade.open, trade.close, trade.low, trade.high,
trade.volume, ])
min_price = get_min(trade.low, min_price)
max_price = get_max(trade.high, max_price)
max_volume = get_max(trade.volume, max_volume)
if not min_price or not max_price:
min_price, max_price = 0, 0
if not max_volume:
max_volume = 0
try:
initial_open = intraday_trades[1].open
latest_close = intraday_trades[-2].close
prc_change = 100 * (float(latest_close) -
float(initial_open)) / float(initial_open)
except IndexError:
initial_open, latest_close, prc_change = None, None, None
if initial_open and latest_close and prc_change:
if abs(float(prc_change)) < 0.01:
txt_color = 'txt_normal'
caret = CARET_NO_CHANGE
elif float(prc_change) < 0:
txt_color = 'txt_red'
caret = CARET_DOWN
else:
txt_color = 'txt_green'
caret = CARET_UP
subcaption = ''.join([Stock.objects.get(symbol_ric=symbol).currency.currency,
f' {float(latest_close):.2f} ({prc_change:.1f}%)',
f' {caret}'])
else:
subcaption = ''
txt_color = 'txt_normal'
caption = ''.join([Stock.objects.get(symbol_ric=symbol).company,
' (', symbol, ')'])
schema = json.dumps(self.td.get_schema(date_format))
chart_data = json.dumps(chart_data)
time_series = TimeSeries(FusionTable(schema, chart_data))
time_series.AddAttribute(
'styleDefinition',
{'txt_red': {
'fill': font_red, 'font-weight': font_weight, 'font-size': font_size},
'txt_green': {
'fill': font_green, 'font-weight': font_weight, 'font-size': font_size},
'txt_normal': {
'fill': font_white, 'font-weight': font_weight, 'font-size': font_size},
})
time_series.AddAttribute(
'chart', {'multicanvas': '0', 'theme': chart_theme, 'showlegend': '0',})
time_series.AddAttribute('caption', {'text': caption, })
time_series.AddAttribute(
'subcaption', {'text': subcaption, 'style': {'text': txt_color}, })
time_series.AddAttribute('navigator', {'enabled': '0'})
time_series.AddAttribute(
'extensions', {'customrangeselector': {'enabled': '0'}})
time_series.AddAttribute(
'yaxis', [
{'plot': [
{'value': {
'open':'open', 'high': 'high', 'low':'low', 'close':'close'},
'type':'candlestick'}],
'title':'Stock Value',
'min': min_price*0.99,
'max': max_price*1.01,
},
{'plot': [{'value': 'volume', 'type': 'column'}],
'title': 'Volume',
'max': max_volume * 3,
},
])
trade_series = FusionCharts('timeseries',
'trades',
width, height,
'chart-container',
'json',
time_series,
)
context = {'chart_js': trade_series.render(),
'data_provider_url': self.data_provider_url,
'stock_symbol': symbol,
'source': source,
'periods': PLOT_PERIODS,
}
logger.info(f'user {user} [ip: {get_client_ip(request)}] is looking '
f'intraday trades for {symbol}')
return render(request, self.template_name, context)
def post(self, request, source, symbol):
pass
class PortfolioView(View):
form_class = PortfolioForm
template_name = 'finance/stock_portfolio.html'
td = TradingData()
td.setup()
data_provider_url = td.data_provider_url
def get(self, request):
currency = request.session.get('currency', 'EUR')
selected_portfolio = request.session.get('selected_portfolio', '')
user = request.user
# add Person class to user
if user.is_authenticated:
user.__class__ = Person
portfolio_name = ''
stocks = []
if selected_portfolio:
try:
self.portfolio = Portfolio.objects.get(
user=user, portfolio_name=selected_portfolio)
portfolio_name = self.portfolio.portfolio_name
stocks = self.get_stock_info(GetStock.YES, currency)
request.session['stock_info'] = json.dumps(
stocks, cls=DjangoJSONEncoder)
except Portfolio.DoesNotExist:
selected_portfolio = ''
else:
pass
form = self.form_class(user=user,
initial={
'symbol': '',
'portfolio_name': portfolio_name,
'portfolios': selected_portfolio,
'currencies': currency
})
totals_values = format_totals_values(
*self.td.calculate_stocks_value(stocks))
stocks = add_display_tokens(stocks)
stocks = format_and_sort_stocks(stocks)
context = {
'form': form,
'stocks': stocks,
'totals': totals_values,
'source': source,
'data_provider_url': self.data_provider_url,
}
return render(request, self.template_name, context)
def post(self, request):
# TODO add refresh button
self.request = request
self.user = self.request.user
# add Person class to user
if self.user.is_authenticated:
self.user.__class__ = Person
currency = request.session.get('currency', 'EUR')
form = self.form_class(self.request.POST, user=self.user)
if form.is_valid():
form_data = form.cleaned_data
currency = form_data.get('currencies')
self.selected_portfolio = form_data.get('portfolios')
self.portfolio_name = form_data.get('portfolio_name')
self.new_portfolio = form_data.get('new_portfolio')
self.symbol = form_data.get('symbol').upper()
self.btn1_pressed = form_data.get('btn1_pressed')
self.change_qty_btn_pressed = form_data.get(
'change_qty_btn_pressed')
self.delete_symbol_btn_pressed = form_data.get(
'delete_symbol_btn_pressed')
self.previous_selected = request.session.get('selected_portfolio')
previous_currency = request.session.get('currency')
if (self.previous_selected != self.selected_portfolio
or previous_currency != currency):
get_stock = GetStock.YES
else:
get_stock = GetStock.NO
try:
self.portfolio = Portfolio.objects.get(
user=self.user, portfolio_name=self.selected_portfolio)
except Portfolio.DoesNotExist:
self.portfolio = None
self.selected_portfolio = ''
self.btn1_pressed = ''
self.btn2_pressed = ''
get_stock = GetStock.EMPTY
if self.new_portfolio:
get_stock = self.create_new_portfolio()
elif self.btn1_pressed:
get_stock = self.rename_or_delete_portfolio_or_add_stock()
elif self.change_qty_btn_pressed:
get_stock = self.change_quantity_symbol()
elif self.delete_symbol_btn_pressed:
get_stock = self.delete_symbol()
else:
pass
# set portfolio name except if the portfolio has been deleted or
# does not exist
try:
self.portfolio_name = self.portfolio.portfolio_name
except AttributeError:
self.portfolio_name = ''
stocks = self.get_stock_info(get_stock, currency)
request.session['stock_info'] = json.dumps(stocks,
cls=DjangoJSONEncoder)
request.session['selected_portfolio'] = self.selected_portfolio
request.session['currency'] = currency
form = self.form_class(user=self.user,
initial={
'portfolio_name': self.portfolio_name,
'portfolios': self.selected_portfolio,
'symbol': self.symbol,
'currencies': currency
})
logger.info(
f'user {self.user} [ip: {get_client_ip(self.request)}] '
f'views {self.selected_portfolio}')
else:
form = self.form_class(user=self.user,
initial={
'portfolios': '',
'portfolio_name': '',
'symbol': '',
'currencies': currency
})
stocks = []
totals_values = format_totals_values(
*self.td.calculate_stocks_value(stocks))
stocks = add_display_tokens(stocks)
stocks = format_and_sort_stocks(stocks)
context = {
'form': form,
'stocks': stocks,
'totals': totals_values,
'source': source,
'data_provider_url': self.data_provider_url,
}
return render(self.request, self.template_name, context)
def create_new_portfolio(self):
try:
self.portfolio = Portfolio.objects.create(
user=self.user, portfolio_name=self.new_portfolio)
self.selected_portfolio = self.new_portfolio
get_stock = GetStock.EMPTY
except IntegrityError:
# patch in case initial choice portfolios is None then for some reason
# choicefield will return the first option. In that case reset all
if not self.previous_selected:
self.portfolio = None
self.selected_portfolio = self.previous_selected
get_stock = GetStock.EMPTY
else:
self.new_portfolio = ''
get_stock = GetStock.NO
return get_stock
def rename_or_delete_portfolio_or_add_stock(self):
''' actions when btn1 is pressed '''
if not self.portfolio:
logger.warning(f'{self.portfolio}: check existance of portfolio')
return GetStock.NO
if not self.portfolio_name:
return GetStock.NO
if self.btn1_pressed == 'rename_portfolio':
get_stock = GetStock.NO
if self.portfolio_name != self.selected_portfolio:
try:
self.portfolio.portfolio_name = self.portfolio_name
self.portfolio.save()
self.selected_portfolio = self.portfolio_name
except IntegrityError:
pass
else:
pass
elif self.btn1_pressed == 'delete_portfolio':
self.portfolio.delete()
self.portfolio = None
self.selected_portfolio = ''
self.portfolio_name = ''
get_stock = GetStock.EMPTY
elif self.btn1_pressed == 'add_new_symbol':
try:
StockSelection.objects.create(
stock=Stock.objects.get(symbol_ric=self.symbol),
quantity=0,
portfolio=self.portfolio)
self.symbol = ''
get_stock = GetStock.YES
except (Stock.DoesNotExist, IntegrityError, ValueError):
get_stock = GetStock.NO
else:
logger.warning(f'Invalid value btn1_pressed: {self.btn1_pressed}')
return get_stock
def change_quantity_symbol(self):
''' change quantiy of symbol when change_quantity_btn is pressed '''
if not self.portfolio:
logger.warning(f'{self.portfolio}: check existance of portfolio')
return GetStock.NO
try:
symbol, quantity = self.change_qty_btn_pressed.split(',')
symbol = symbol.strip()
quantity = quantity.strip()
except ValueError:
return GetStock.NO
portfolio_selected_stock = self.portfolio.stocks.get(
stock__symbol_ric=symbol)
if portfolio_selected_stock.stock.currency.currency != 'N/A':
portfolio_selected_stock.quantity = quantity
portfolio_selected_stock.save()
get_stock = GetStock.YES
else:
get_stock = GetStock.NO
return get_stock
def delete_symbol(self):
''' delete symbol from portfolio when delete symbol btn is pressed '''
if not self.portfolio:
logger.warning(f'{self.portfolio}: check existance of portfolio')
return GetStock.NO
self.portfolio.stocks.get(
stock__symbol_ric=self.delete_symbol_btn_pressed).delete()
return GetStock.YES
def get_stock_info(self, get_stock, currency):
''' get stock info depending of get_stock status'''
stocks = []
if self.portfolio:
if get_stock == GetStock.YES:
stocks = self.td.get_portfolio_stock_info(
self.portfolio, currency)
elif get_stock == GetStock.NO:
try:
stocks = json.loads(self.request.session.get('stock_info'))
except TypeError:
stocks = self.td.get_portfolio_stock_info(
self.portfolio, currency)
elif get_stock == GetStock.EMPTY:
# stocks is empty list already fullfilled
pass
else:
logger.warning(f'invalid selection for get_stock: {get_stock}')
else:
# stocks is empty list already fullfilled
pass
return stocks
class HistoryView(View):
template_name = 'finance/stock_history.html'
td = TradingData()
td.setup()
data_provider_url = td.data_provider_url
def get(self, request, source, symbol, period):
user = request.user
if period not in PLOT_PERIODS:
return redirect(reverse('stock_quotes'))
elif period == PLOT_PERIODS[-1]:
period_num = 50
else:
period_num = float(period)
if not Stock.objects.filter(symbol_ric=symbol):
return redirect(reverse('stock_quotes'))
history_trades = self.td.get_stock_history_info(symbol, period)
if history_trades:
start_period = history_trades[0].date -\
datetime.timedelta(days=int(period_num*365))
chart_data = []
min_price, max_price, max_volume = None, None, None
date_format = '%d-%m-%Y'
for trade in history_trades:
if trade.date > start_period:
chart_data.append([
trade.date.strftime(date_format),
trade.open, trade.close, trade.low, trade.high,
trade.volume,])
min_price = get_min(trade.low, min_price)
max_price = get_max(trade.high, max_price)
max_volume = get_max(trade.volume, max_volume)
if not min_price or not max_price:
min_price, max_price = 0, 0
start_date, end_date = '01-01-1900', '01-01-1900'
else:
end_date = history_trades[0].date
start_date = end_date - datetime.timedelta(days=365)
start_date = start_date.strftime(date_format)
end_date = end_date.strftime(date_format)
if not max_volume:
max_volume = 0
subcaption = ''
caption = ''.join([Stock.objects.get(symbol_ric=symbol).company,
' (', symbol, ')'])
schema = json.dumps(self.td.get_schema(date_format))
chart_data = json.dumps(chart_data)
time_series = TimeSeries(FusionTable(schema, chart_data))
time_series.AddAttribute('chart', {
'multicanvas': '0', 'theme': chart_theme, 'showlegend': '0',})
time_series.AddAttribute('caption', {'text': caption, })
time_series.AddAttribute('subcaption', {'text': subcaption,})
time_series.AddAttribute('navigator', {'enabled': '1'}, )
time_series.AddAttribute('extensions', {'customrangeselector': {'enabled': '1'}})
time_series.AddAttribute('xaxis', {
'initialinterval': {'from': start_date, 'to': end_date}})
time_series.AddAttribute('yaxis', [
{'plot': [{'value':{
'open':'open', 'high':'high', 'low': 'low', 'close': 'close'},
'type': 'candlestick'}],
'title': 'Stock Value (' + Stock.objects.get(symbol_ric=symbol).
currency.currency + ')',
'min': min_price*0.99,
'max': max_price*1.01,
},
{'plot': [{'value': 'volume', 'type': 'column'}],
'title': 'Volume',
'max': max_volume * 3,
},
])
trade_series = FusionCharts('timeseries',
'trades',
width, height,
'chart-container',
'json',
time_series,
)
context = {'chart_js': trade_series.render(),
'data_provider_url': self.data_provider_url,
'stock_symbol': symbol,
'source': source,
'period': period,
'periods': PLOT_PERIODS,
}
logger.info(f'user {user} [ip: {get_client_ip(request)}] is looking '
f'historic trades for {symbol}')
return render(request, self.template_name, context)
def post(self, request, source, symbol, period):
pass