def test_group_quotes_cherry_pick_invalid():
group = Group()
group.add_ticker("gme")
with pytest.raises(ItemNotValidException):
group.get_quotes(cherrypicks=["somethingDumb"])
with pytest.raises(ItemNotValidException):
group.get_quotes(cherrypicks=["somethingDumb"], exclude=True)
def test_group_add_remove_ticker():
group = Group([gme])
assert len(group.tickers) == 1
group.add_ticker("bb")
assert len(group.tickers) == 2
group.remove_ticker("gme")
assert len(group.tickers) == 1
with pytest.raises(TickerNotInGroupException):
group.remove_ticker("ff")
def handle_positions(
pos_group: Group,
pos_dict: dict,
currency_wallet: CurrencyWallet,
format_type: Union[discord.Embed, List],
):
live_info = pos_group.get_quotes(
cherrypicks=["symbol", "regularMarketPrice", "currency"]
)
for info in live_info:
symbol = info.get("symbol")
live = info.get("regularMarketPrice")
amount = pos_dict.get(symbol).get("amount")
book_value = pos_dict.get(symbol).get("book_value")
average = pos_dict.get(symbol).get("average")
currency = info.get("currency")
live_total = live * amount
pl, pl_percent = calculate_pl(live=live_total, book_value=book_value)
pl = two_decimal(pl)
pl_percent = two_decimal(pl_percent)
currency_wallet.add_currency(
currency=currency, book_value=book_value, live=live_total
)
if live > average:
symbol = "+" + symbol
pl = "+" + pl
pl_percent = f"+{pl_percent}"
elif average > live:
symbol = "-" + symbol
else:
pass
if isinstance(format_type, discord.Embed):
format_type.add_field(
name=f"**{symbol}**",
value=f"> Amount: x {amount}\n"
f"> Average Price: {two_decimal(average)}\n"
f"> Live Price: {two_decimal(live)}\n"
f"> Book Value: {two_decimal(book_value)}\n"
f"> Current Total: {two_decimal(live_total)}\n"
f"> P/L (%): {pl} ({pl_percent}%)\n"
f"> Currency: {currency}",
)
else:
format_type.append(
[
symbol,
f"x {amount}",
two_decimal(average),
two_decimal(live),
two_decimal(book_value),
two_decimal(live_total),
f"{pl} ({pl_percent}%)",
currency,
]
)
def test_group_quotes_cherry_pick():
group = Group()
group.add_ticker("gme")
data = group.get_quotes(cherrypicks=["shortName"])
assert len(data.pop().keys()) == 1
data = group.get_quotes(cherrypicks=["shortName", "longName"])
assert len(data.pop().keys()) == 2
data = group.get_quotes(cherrypicks=["shortName", "longName"],
exclude=True)
assert len(data.pop().keys()) != 2
def get_portfolio(user_id: str, username: str, mobile: bool):
session = Session()
try:
user = get_user_or_create(session=session, user_id=user_id, username=username)
user_id = user[0].id
positions = session.query(db.Positions).filter_by(user_id=user_id).all()
if not positions:
raise NoPositionsException
pf_list = (
list()
if not mobile
else discord.Embed(
title=f"{username}'s Portfolio", colour=discord.Colour.green()
)
)
currency_wallet = CurrencyWallet()
pos_group = Group()
pos_dict = dict()
for item in positions:
symbol = (
session.query(db.Symbols)
.filter_by(symbol_id=item.symbol_id)
.one()
.symbol
)
pos_group.add_ticker(symbol)
pos_dict[symbol] = dict(
book_value=item.total_price,
average=item.average_price,
amount=item.amount,
)
handle_positions(
pos_group=pos_group,
pos_dict=pos_dict,
currency_wallet=currency_wallet,
format_type=pf_list,
)
if mobile:
portfolio_table = pf_list
else:
headers = [
"Symbol",
"Amount",
"Average Price",
"Live Price",
"Book Value",
"Current Total",
"P/L (%)",
"Currency",
]
pf_len = len(pf_list)
if pf_len > 10:
chunking = pf_len // 10
if pf_len % 10:
chunking += 1
else:
chunking = 1
portfolio_table = []
for _ in range(chunking):
chunk = pf_list[:10]
portfolio_table.append(
tabulate(
chunk,
headers=headers,
disable_numparse=True,
)
)
del pf_list[:10]
wallet_summary = currency_wallet.summary()
if mobile:
summary = discord.Embed(
title=f"{username}'s Portfolio Summary", colour=discord.Colour.green()
)
summary_handler(wallet_summary, summary)
else:
summary = []
summary_handler(wallet_summary, summary)
summary = tabulate(
summary,
headers=["Currency", "Book Value", "Current Total", "P/L(%)"],
stralign="left",
disable_numparse=True,
)
return portfolio_table, summary
finally:
session.close()
def test_group_quotes_invalid_ticker():
with pytest.raises(DataRequestException):
group = Group([gme, dumb])
group.get_quotes()
def test_group_quotes():
group = Group([gme, bb])
assert len(group.get_quotes()) == 2
def test_group():
group = Group()
assert group
group = Group([gme, bb])
assert group