class QA_User():
"""QA_User
User--Portfolio--Account/Strategy
"""
def __init__(self):
self.setting = QA_Setting()
self.portfolio_list = {}
self.user_cookie = QA_util_random_with_topic('USER')
def __repr__(self):
return '< QA_USER {} with {} portfolio >'.format(self.user_cookie, len(self.portfolio_list.keys()))
def client(self):
'user.client to connect database'
return self.setting.client
def connect_database(self, ip='127.0.0.1', port=27017):
'connect is also a way to change database from IP_A to IP_B'
self.setting.change(ip, port)
def login(self, user_name, password):
'login to a database'
if self.setting.login(user_name, password):
QA_util_log_info('SUCCESS')
else:
QA_util_log_info('FAILD')
def new_portfolio(self):
'create a portfolio'
_portfolio = QA_Portfolio()
if _portfolio.portfolio_cookie not in self.portfolio_list.keys():
self.portfolio_list[_portfolio.portfolio_cookie] = _portfolio
return _portfolio
def get_portfolio(self, portfolio):
'get a portfolio'
return self.portfolio_list[portfolio]
def generate_simpleaccount(self):
'make a simple account with a easier way'
if len(self.portfolio_list.keys()) < 1:
po = self.new_portfolio()
ac = po.new_account()
return ac, po
def register_account(self, account):
if len(self.portfolio_list.keys()) < 1:
po = self.new_portfolio()
else:
po = self.portfolio_list.values()[0]
po.add_account(account)
return (po, account)
class QA_User():
"""QA_User
User-->Portfolio-->Account/Strategy
:::::::::::::::::::::::::::::::::::::::::::::::::
:: :: Portfolio 1 -- Account/Strategy 1 ::
:: USER :: -- Account/Strategy 2 ::
:: :: Portfolio 2 -- Account/Strategy 3 ::
:::::::::::::::::::::::::::::::::::::::::::::::::
:: 需要增加对于QA_USER的支持
USER作为一个单位实体, 可以自由创建 组合Portfolio (需要被记录),修改 组合Portfolio
@yutiansut
2018/05/08
@jerryw 添加注释，和 todo list
2018/05/16
@royburns 1.根据指定的user_cookie创建user； 2.添加对应的测试代码； 3.添加注释
2018/05/18
"""
def __init__(self, user_cookie=None):
'''
随机初始化 user_cookie 的值
Acc+4数字id+4位大小写随机
'''
self.setting = QA_Setting()
self.portfolio_list = {}
self.user_cookie = QA_util_random_with_topic(
'USER') if user_cookie is None else user_cookie
def __repr__(self):
return '< QA_USER {} with {} portfolio: {} >'.format(
self.user_cookie, len(self.portfolio_list.keys()),
self.portfolio_list)
@property
def table(self):
return pd.concat([po.table for po in self.portfolio_list.values()],
axis=1)
def client(self):
'''
'user.client to connect database'
:return: pymongo.MongoClient 数据库连接
'''
return self.setting.client
def connect_database(self, ip='127.0.0.1', port=27017):
'''
'connect is also a way to change database from IP_A to IP_B
:param ip: 连接mongodb ip
:param port: 连接mongodb 端口
:return: None
'''
self.setting.change(ip, port)
def login(self, user_name, password):
'''
login to a database
todo： fix 返回 是否成功
:param user_name: 连接 mongodb 的用户名
:param password: 连接 mongodb 的密码
:return: Boolean 是否成功连接
'''
if self.setting.login(user_name, password):
QA_util_log_info('SUCCESS')
return True
else:
QA_util_log_info('FAILD')
return False
def new_portfolio(self, portfolio_cookie=None):
'''
根据 self.user_cookie 创建一个 portfolio
:return:
如果存在 返回 新建的 QA_Portfolio
如果已经存在 不返回 None
'''
_portfolio = QA_Portfolio(user_cookie=self.user_cookie,
portfolio_cookie=portfolio_cookie)
if _portfolio.portfolio_cookie not in self.portfolio_list.keys():
self.portfolio_list[_portfolio.portfolio_cookie] = _portfolio
return _portfolio
else:
print(" prortfolio with user_cookie ", self.user_cookie,
" already exist!!")
def get_portfolio(self, portfolio):
'''
'get a portfolio'
从 portfolio_list dict字典中 根据 portfolio key 获取
:param portfolio: QA_Portfolio类型
:return: QA_Portfolio类型
'''
# return self.portfolio_list[portfolio]
# fix here use cookie as key to find value in dict
return self.portfolio_list[portfolio.portfolio_cookie]
def get_portfolio_by_cookie(self, portfolio_cookie):
'''
'get a portfolio'
从 portfolio_list dict字典中 根据 portfolio key 获取
:param portfolio: porfolio_cookie string
:return: QA_Portfolio类型
'''
return self.portfolio_list[portfolio_cookie]
def generate_simpleaccount(self):
"""make a simple account with a easier way
如果当前user中没有创建portfolio, 则创建一个portfolio,并用此portfolio创建一个account
如果已有一个或多个portfolio,则使用第一个portfolio来创建一个account
"""
if len(self.portfolio_list.keys()) < 1:
po = self.new_portfolio()
else:
po = list(self.portfolio_list.values())[0]
ac = po.new_account()
return ac, po
def register_account(self, account, portfolio_cookie=None):
'''
注册一个account到portfolio组合中
account 也可以是一个策略类，实现其 on_bar 方法
:param account: 被注册的account
:return:
'''
# 查找 portfolio
if len(self.portfolio_list.keys()) < 1:
po = self.new_portfolio()
elif portfolio_cookie is not None:
po = self.portfolio_list[portfolio_cookie]
else:
po = list(self.portfolio_list.values())[0]
# 把account 添加到 portfolio中去
po.add_account(account)
return (po, account)
def save(self):
"""
将QA_USER的信息存入数据库
"""
pass
class QA_User():
"""QA_User
User-->Portfolio-->Account/Strategy
:::::::::::::::::::::::::::::::::::::::::::::::::
:: :: Portfolio 1 -- Account/Strategy 1 ::
:: USER :: -- Account/Strategy 2 ::
:: :: Portfolio 2 -- Account/Strategy 3 ::
:::::::::::::::::::::::::::::::::::::::::::::::::
:: 需要增加对于QA_USER的支持
USER作为一个单位实体, 可以自由创建 组合Portfolio (需要被记录),修改 组合Portfolio
@yutiansut
2018/05/08
@jerryw 添加注释，和 🛠todo list
2018/05/16
@royburns 1.根据指定的user_cookie创建user； 2.添加对应的测试代码； 3.添加注释
2018/05/18
"""
def __init__(self, user_cookie=None):
'''
随机初始化 user_cookie 的值
Acc+4数字id+4位大小写随机
'''
self.setting = QA_Setting()
self.portfolio_list = {}
self.user_cookie = QA_util_random_with_topic(
'USER') if user_cookie is None else user_cookie
def __repr__(self):
return '< QA_USER {} with {} portfolio: {} >'.format(self.user_cookie, len(self.portfolio_list.keys()), self.portfolio_list)
@property
def table(self):
return pd.concat([po.table for po in self.portfolio_list.values()], axis=1)
def client(self):
'''
'user.client to connect database'
:return: pymongo.MongoClient 数据库连接
'''
return self.setting.client
def connect_database(self, ip='127.0.0.1', port=27017):
'''
'connect is also a way to change database from IP_A to IP_B
:param ip: 连接mongodb ip
:param port: 连接mongodb 端口
:return: None
'''
self.setting.change(ip, port)
def login(self, user_name, password):
'''
login to a database
🛠todo： fix 返回 是否成功
:param user_name: 连接 mongodb 的用户名
:param password: 连接 mongodb 的密码
:return: Boolean 是否成功连接
'''
if self.setting.login(user_name, password):
QA_util_log_info('✅SUCCESS')
return True
else:
QA_util_log_info('FAILD')
return False
def new_portfolio(self, portfolio_cookie=None):
'''
根据 self.user_cookie 创建一个 portfolio
:return:
如果存在 返回 新建的 QA_Portfolio
如果已经存在 不返回 None
'''
_portfolio = QA_Portfolio(
user_cookie=self.user_cookie, portfolio_cookie=portfolio_cookie)
if _portfolio.portfolio_cookie not in self.portfolio_list.keys():
self.portfolio_list[_portfolio.portfolio_cookie] = _portfolio
return _portfolio
else:
print(" prortfolio with user_cookie ",
self.user_cookie, " already exist!!")
def get_portfolio(self, portfolio):
'''
'get a portfolio'
从 portfolio_list dict字典中 根据 portfolio key 获取
:param portfolio: QA_Portfolio类型
:return: QA_Portfolio类型
'''
# return self.portfolio_list[portfolio]
# fix here use cookie as key to find value in dict
return self.portfolio_list[portfolio.portfolio_cookie]
def get_portfolio_by_cookie(self, portfolio_cookie):
'''
'get a portfolio'
从 portfolio_list dict字典中 根据 portfolio key 获取
:param portfolio: porfolio_cookie string
:return: QA_Portfolio类型
'''
return self.portfolio_list[portfolio_cookie]
def generate_simpleaccount(self):
"""make a simple account with a easier way
如果当前user中没有创建portfolio, 则创建一个portfolio,并用此portfolio创建一个account
如果已有一个或多个portfolio,则使用第一个portfolio来创建一个account
"""
if len(self.portfolio_list.keys()) < 1:
po = self.new_portfolio()
else:
po = list(self.portfolio_list.values())[0]
ac = po.new_account()
return ac, po
def register_account(self, account, portfolio_cookie=None):
'''
注册一个account到portfolio组合中
account 也可以是一个策略类，实现其 on_bar 方法
:param account: 被注册的account
:return:
'''
# 查找 portfolio
if len(self.portfolio_list.keys()) < 1:
po = self.new_portfolio()
elif portfolio_cookie is not None:
po = self.portfolio_list[portfolio_cookie]
else:
po = list(self.portfolio_list.values())[0]
# 把account 添加到 portfolio中去
po.add_account(account)
return (po, account)
def save(self):
"""
将QA_USER的信息存入数据库
"""
pass
class QA_User():
"""QA_User
User-->Portfolio-->Account/Strategy
:::::::::::::::::::::::::::::::::::::::::::::::::
:: :: Portfolio 1 -- Account/Strategy 1 ::
:: USER :: -- Account/Strategy 2 ::
:: :: Portfolio 2 -- Account/Strategy 3 ::
:::::::::::::::::::::::::::::::::::::::::::::::::
:: 需要增加对于QA_USER的支持
USER作为一个单位实体, 可以自由创建 组合Portfolio (需要被记录),修改 组合Portfolio
@yutiansut
2018/05/08
@jerryw 添加注释，和 🛠todo list
2018/05/16
@royburns 1.根据指定的user_cookie创建user； 2.添加对应的测试代码； 3.添加注释
2018/05/18
"""
def __init__(
self,
user_cookie=None,
username='******',
phone='defalut',
level='l1',
utype='guests',
password='******',
coins=10000,
money=0,
):
"""[summary]
Keyword Arguments:
user_cookie {[type]} -- [description] (default: {None}) 随机初始化 user_cookie 的值 Acc+4数字id+4位大小写随机
username {str} -- [description] (default: {'defalut'})
phone {str} -- [description] (default: {'defalut'})
level {str} -- [description] (default: {'l1'})
utype {str} -- [description] (default: {'guests'})
password {str} -- [description] (default: {'default'})
coins {int} -- [description] (default: {10000})
关于积分系统:
积分系统用于订阅策略, 取消订阅策略是不会增加积分的
"""
self.setting = QA_Setting()
self.portfolio_list = {}
# ==============================
self.phone = phone
self.level = level
self.utype = utype
self.password = password
self.username = username
self.user_cookie = QA_util_random_with_topic(
'USER') if user_cookie is None else user_cookie
self.coins = coins # 积分
self.money = money # 钱
# ==============================
self._subscribed_strategy = {}
self._subscribed_code = []
self._signals = [] # 预期收到的信号
self._cash = []
self._history = []
# ===============================
self.coins_history = []
self.coins_history_headers = [
'cost_coins', 'strategy_id', 'start', 'last', 'strategy_uuid',
'event'
]
self.sync()
def __repr__(self):
return '< QA_USER {} with {} portfolio: {} >'.format(
self.user_cookie, len(self.portfolio_list.keys()),
self.portfolio_list)
@property
def table(self):
return pd.concat([po.table for po in self.portfolio_list.values()],
axis=1)
def add_coins(self, coins):
"""积分充值
Arguments:
coins {[type]} -- [description]
"""
self.coins += int(coins)
@property
def coins_table(self):
return pd.DataFrame(self.coins_history,
columns=self.coins_history_headers)
def subscribe_strategy(self,
strategy_id: str,
last: int,
today=datetime.date.today(),
cost_coins=10):
"""订阅一个策略
会扣减你的积分
Arguments:
strategy_id {str} -- [description]
last {int} -- [description]
Keyword Arguments:
today {[type]} -- [description] (default: {datetime.date.today()})
cost_coins {int} -- [description] (default: {10})
"""
if self.coins > cost_coins:
order_id = str(uuid.uuid1())
self._subscribed_strategy[strategy_id] = {
'lasttime':
last,
'start':
str(today),
'strategy_id':
strategy_id,
'end':
QA_util_get_next_day(
QA_util_get_real_date(str(today), towards=1), last),
'status':
'running',
'uuid':
order_id
}
self.coins -= cost_coins
self.coins_history.append([
cost_coins, strategy_id,
str(today), last, order_id, 'subscribe'
])
return True, order_id
else:
# return QAERROR.
return False, 'Not Enough Coins'
def unsubscribe_stratgy(self, strategy_id):
today = datetime.date.today()
order_id = str(uuid.uuid1())
if strategy_id in self._subscribed_strategy.keys():
self._subscribed_strategy[strategy_id]['status'] = 'canceled'
self.coins_history.append(
[0, strategy_id,
str(today), 0, order_id, 'unsubscribe'])
@property
def subscribed_strategy(self):
return pd.DataFrame(list(self._subscribed_strategy.values()))
@property
def subscribing_strategy(self):
res = self.subscribed_strategy.assign(
remains=self.subscribed_strategy.end.apply(lambda x: pd.Timestamp(
x) - pd.Timestamp(datetime.date.today())))
#res['left'] = res['end_time']
# res['remains']
res.assign(
status=res['remains'].apply(lambda x: 'running' if x > datetime.
timedelta(days=0) else 'timeout'))
return res.query('status=="running"')
def sub_code(self, code):
"""关注的品种
"""
self._subscribed_code.append(code)
@property
def subscribed_code(self):
return list(set(self._subscribed_code))
@property
def client(self):
'''
'user.client to connect database'
:return: pymongo.MongoClient 数据库连接
'''
return self.setting.client.quantaxis.user
def connect_database(self, ip='127.0.0.1', port=27017):
'''
'connect is also a way to change database from IP_A to IP_B
:param ip: 连接mongodb ip
:param port: 连接mongodb 端口
:return: None
'''
self.setting.change(ip, port)
def login(self, username, password):
'''
login to a database
🛠todo： fix 返回 是否成功
:param username: 连接 mongodb 的用户名
:param password: 连接 mongodb 的密码
:return: Boolean 是否成功连接
'''
if self.setting.login(username, password):
QA_util_log_info('SUCCESS')
return True
else:
QA_util_log_info('FAILD')
return False
def new_portfolio(self, portfolio_cookie=None):
'''
根据 self.user_cookie 创建一个 portfolio
:return:
如果存在 返回 新建的 QA_Portfolio
如果已经存在 不返回 None
'''
_portfolio = QA_Portfolio(user_cookie=self.user_cookie,
portfolio_cookie=portfolio_cookie)
if _portfolio.portfolio_cookie not in self.portfolio_list.keys():
self.portfolio_list[_portfolio.portfolio_cookie] = _portfolio
return _portfolio
else:
print(" prortfolio with user_cookie ", self.user_cookie,
" already exist!!")
def get_portfolio(self, portfolio):
'''
'get a portfolio'
从 portfolio_list dict字典中 根据 portfolio key 获取
:param portfolio: QA_Portfolio类型
:return: QA_Portfolio类型
'''
# return self.portfolio_list[portfolio]
# fix here use cookie as key to find value in dict
return self.portfolio_list[portfolio.portfolio_cookie]
def get_portfolio_by_cookie(self, portfolio_cookie):
'''
'get a portfolio'
从 portfolio_list dict字典中 根据 portfolio key 获取
:param portfolio: porfolio_cookie string
:return: QA_Portfolio类型
'''
return self.portfolio_list[portfolio_cookie]
def generate_simpleaccount(self):
"""make a simple account with a easier way
如果当前user中没有创建portfolio, 则创建一个portfolio,并用此portfolio创建一个account
如果已有一个或多个portfolio,则使用第一个portfolio来创建一个account
"""
if len(self.portfolio_list.keys()) < 1:
po = self.new_portfolio()
else:
po = list(self.portfolio_list.values())[0]
ac = po.new_account()
return ac, po
def register_account(self, account, portfolio_cookie=None):
'''
注册一个account到portfolio组合中
account 也可以是一个策略类，实现其 on_bar 方法
:param account: 被注册的account
:return:
'''
# 查找 portfolio
if len(self.portfolio_list.keys()) < 1:
po = self.new_portfolio()
elif portfolio_cookie is not None:
po = self.portfolio_list[portfolio_cookie]
else:
po = list(self.portfolio_list.values())[0]
# 把account 添加到 portfolio中去
po.add_account(account)
return (po, account)
@property
def message(self):
return {
'user_cookie': self.user_cookie,
'username': self.username,
'password': self.password,
'phone': self.phone,
'level': self.level,
'utype': self.utype,
'coins': self.coins,
'coins_history': self.coins_history,
'money': self.money,
'subuscribed_strategy': self._subscribed_strategy,
'subscribed_code': self.subscribed_code
}
def save(self):
"""
将QA_USER的信息存入数据库
"""
self.client.update(
{
'username': self.username,
'password': self.password
}, {'$set': self.message},
upsert=True)
def sync(self):
"""基于账户/密码去sync数据库
"""
res = self.client.find_one({
'username': self.username,
'password': self.password
})
if res is None:
self.client.insert_one(self.message)
else:
self.reload(res)
return self
def reload(self, message):
self.phone = message.get('phone')
self.level = message.get('level')
self.utype = message.get('utype')
self.coins = message.get('coins')
self.coins_history = message.get('coins_history')
self.money = message.get('money')
self._subscribed_strategy = message.get('subuscribed_strategy')
self._subscribed_code = message.get('subscribed_code')
class QA_User():
"""QA_User
User--Portfolio--Account/Strategy
:: 需要增加对于QA_USER的支持
USER作为一个单位实体,可以自由创建组合(需要被记录),修改组合
@yutiansut
2018/05/08
"""
def __init__(self):
self.setting = QA_Setting()
self.portfolio_list = {}
self.user_cookie = QA_util_random_with_topic('USER')
def __repr__(self):
return '< QA_USER {} with {} portfolio >'.format(self.user_cookie, len(self.portfolio_list.keys()))
@property
def table(self):
return pd.concat([po.table for po in self.portfolio_list.values()], axis=1)
def client(self):
'user.client to connect database'
return self.setting.client
def connect_database(self, ip='127.0.0.1', port=27017):
'connect is also a way to change database from IP_A to IP_B'
self.setting.change(ip, port)
def login(self, user_name, password):
'login to a database'
if self.setting.login(user_name, password):
QA_util_log_info('SUCCESS')
else:
QA_util_log_info('FAILD')
def new_portfolio(self):
'create a portfolio'
_portfolio = QA_Portfolio(user_cookie=self.user_cookie)
if _portfolio.portfolio_cookie not in self.portfolio_list.keys():
self.portfolio_list[_portfolio.portfolio_cookie] = _portfolio
return _portfolio
def get_portfolio(self, portfolio):
'get a portfolio'
return self.portfolio_list[portfolio]
def generate_simpleaccount(self):
"""make a simple account with a easier way
如果当前user中没有创建portfolio, 则创建一个portfolio,并用此portfolio创建一个account
如果已有一个或多个portfolio,则使用第一个portfolio来创建一个account
"""
if len(self.portfolio_list.keys()) < 1:
po = self.new_portfolio()
else:
po = list(self.portfolio_list.values())[0]
ac = po.new_account()
return ac, po
def register_account(self, account):
if len(self.portfolio_list.keys()) < 1:
po = self.new_portfolio()
else:
po = list(self.portfolio_list.values())[0]
po.add_account(account)
return (po, account)
def save(self):
"""
将QA_USER的信息存入数据库
"""
pass