def delete_class():
if request.method == "GET":
return render_template('delete_class.html', portfolio_class=session.get('portfolio_class'))
if request.method == "POST":
# for test account - don't do anything
if session.get('userid') == test_account_userid: return redirect("/class_and_tickers")
classname = request.form.get("classname")
# check that user select real class
if classname == "":
return error_page("ERROR!\nYou should choose class for deletion.")
# change classname to None for all tickers in this class
portfolio_ticker = session.get('portfolio_ticker')
not_string = ""
for ticker in portfolio_ticker:
if portfolio_ticker[ticker]['classname'] == classname:
not_string += " " + ticker
ticker_db.query.filter_by(userid=session.get('userid'), ticker=ticker).update({
'classname': 'None'})
db.session.commit()
# delete this class from db
class_db.query.filter_by(userid=session.get('userid'),classname=classname).delete(synchronize_session='evaluate')
db.session.commit()
# reload info in session
load_portfolio_info(session.get('userid'), ticker_db, cash_db, class_db, user_db, False)
if len(not_string) >= 1:
return error_page('Class has been deleted.\n Class deletion resulted in None class for next tickers:' + not_string)
return redirect('/class_and_tickers')
def delete_ticker():
if request.method == "GET":
return render_template('delete_ticker.html',
portfolio_ticker=session.get('portfolio_ticker'))
if request.method == "POST":
# for test account - don't do anything
if session.get('userid') == test_account_userid: return redirect("/class_and_tickers")
# load ticker name
ticker = request.form.get("ticker")
# check for empty input field
if ticker == "":
return error_page("ERROR!\nYou should choose ticker for deletion.")
# check if it is active ticker for some class
portfolio_class = session.get('portfolio_class')
for classname in portfolio_class:
if portfolio_class[classname]['activeticker']==ticker:
# put None in active ticker cell for this class
class_db.query.filter_by(userid=session.get('userid'), classname=classname).update({
'activeticker': 'None'})
db.session.commit()
# delete this ticker from db
ticker_db.query.filter_by(userid=session.get('userid'),ticker=ticker).delete(synchronize_session='evaluate')
db.session.commit()
# reload info in session
load_portfolio_info(session.get('userid'), ticker_db, cash_db, class_db, user_db, False)
return redirect('/class_and_tickers')
def add_class():
if request.method == "GET":
return render_template('add_class.html')
if request.method == "POST":
# for testoaccount - don't do anything
if session.get('userid') == test_account_userid: return redirect("/class_and_tickers")
classname = request.form.get("classname")
# check: is it new name for class
if session.get('portfolio_class') is not None:
for name in session.get('portfolio_class'):
if name == classname:
return error_page('ERROR.\nSuch class exists! Choose another name.')
# check for spaces in the name
for i in classname:
if ord(i) == 32:
return error_page('ERROR.\nPlease, do not use space in the name!')
# #check, that name consists of letters only
# if classname.isalpha() == False:
# return error_page('Class name should consist of letters only!')
#
# # check that name consist of english letter only
# eng_alphabet=("abcdefghijklmnopqrstuvwxyz")
# for one_char in classname.lower():
# if one_char not in eng_alphabet:
# return error_page('Use only latin letters!')
# load last id from class_db and put new id by hand (to avoid IntegrityError duplicate key violates unique-constraint)
max_id = class_db.query.order_by(class_db.id.desc()).first().id
# change portfolio
new_row = class_db(id=max_id+1, userid=session.get('userid'), classname=classname,
fraction=0, diapason=0,
activeticker="None")
db.session.add(new_row)
db.session.commit()
# reload new portfolio in session
if session.get('portfolio_ticker') is None:
# load new prices
load_portfolio_info(session.get('userid'), ticker_db, cash_db, class_db, user_db, True)
else:
# use prices from session
load_portfolio_info(session.get('userid'), ticker_db, cash_db, class_db, user_db, False)
return redirect("/class_and_tickers")
def change_ticker_info():
if request.method == "GET":
# create dict of id : ticker + '_' + currency|class
ids = {}
idtag = ['currency', 'classname']
for tck in session.get('portfolio_ticker'):
ids[tck] = {}
for tag in idtag:
ids[tck].update({tag: tag + "_" + tck})
return render_template('tickers_change.html',
portfolio_ticker=session.get('portfolio_ticker'),
portfolio_class=session.get('portfolio_class'),
ids=ids
)
if request.method == "POST":
# for test account - don't do anything
if session.get('userid') == test_account_userid: return redirect("/class_and_tickers")
portfolio_ticker = session.get("portfolio_ticker")
for tck in portfolio_ticker:
# load new currency and class from website
tag = 'currency_' + tck
new_currency = request.form.get(tag)
tag = 'classname_' + tck
new_class = request.form.get(tag)
old_class = portfolio_ticker[tck]['classname']
# if class was changed, check if it was active ticker
if new_class != old_class and old_class != 'None':
portfolio_class = session.get('portfolio_class')
if portfolio_class[old_class]['activeticker']==tck:
# put None in active ticker cell for this class
class_db.query.filter_by(userid=session.get('userid'), classname=old_class).update({
'activeticker': 'None'})
db.session.commit()
# save new values in db
ticker_db.query.filter_by(userid=session.get('userid'), ticker=tck).update({
'currency': new_currency,
'classname': new_class
})
db.session.commit()
# reload portfolio
load_portfolio_info(session.get('userid'), ticker_db, cash_db, class_db, user_db, False)
return redirect('/class_and_tickers')
def add_ticker():
if request.method == "GET":
return render_template('add_ticker.html',
portfolio_class=session.get('portfolio_class')
)
if request.method == "POST":
# for test account - don't do anything
if session.get('userid') == test_account_userid: return redirect("/class_and_tickers")
# check new ticker and load ticker price
ticker = request.form.get("newticker")
ticker_info = apiprice(ticker)
if ticker_info['price'] == 0:
print("apology")
return error_page("Error! Could not load price for such ticker. Probably, ticker name is not correct!")
# load other info about this ticker
if session.get('portfolio_class') is not None:
classname = request.form.get("classname")
else:
classname = 'None'
currency = request.form.get('currency')
# check that this ticker is not in portfolio
datas = ticker_db.query.filter_by(userid=session.get('userid'),ticker=ticker).all()
print(f"check the db for such ticker {datas}")
if len(datas) != 0:
return error_page("You already have such ticker!")
# load last id from ticker_db and put new id by hand (to avoid IntegrityError duplicate key violates unique-constraint)
max_id = ticker_db.query.order_by(ticker_db.id.desc()).first().id
# change portfolio
new_row = ticker_db(id=max_id+1, userid=session.get('userid'),
ticker=ticker, number=0,classname=classname,currency=currency )
db.session.add(new_row)
db.session.commit()
# reload new portfolio in session
load_portfolio_info(session.get('userid'), ticker_db, cash_db, class_db, user_db, True)
return redirect("/class_and_tickers")
def cash():
if request.method == "GET":
# check user in session
if session.get('userid') is None:
return render_template("index_intro.html")
return render_template('cash.html', portfolio_cash=session.get('portfolio_cash'),
exchange=session.get('exchange')
)
if request.method == "POST":
# for test account - don't do anything
if session.get('userid') == test_account_userid: return redirect("/cash")
if request.form.get('cashvalue') == "":
return error_page('Input window was empty.')
print('get new cash values from user')
# value from cash page
cash = float(request.form.get('cashvalue'))
currency = request.form.get('currency')
# value from cash in session
oldcash = session.get('portfolio_cash')
print(f"old cash is {oldcash}")
newcash = 100*(oldcash[currency] + cash)
# in case of decreasing of cash - check do we have such money
if newcash < 0:
return error_page("You don't have enough cash.")
# change cash db
cash_db.query.filter_by(userid=session.get('userid')).update({currency:newcash})
db.session.commit()
# reload portfolio
load_portfolio_info(session.get('userid'), ticker_db, cash_db, class_db, user_db, False)
return redirect('/cash')
def index_page():
if request.method == "GET":
# load_portfolio_info(userid, ticker_db, cash_db, class_db,user_db, True)
if session.get('userid') is None:
return render_template("index_intro.html")
else:
userid = session.get('userid')
#check session for portfolio information
if session.get('portfolio_ticker') is None:
boolres = load_portfolio_info(userid, ticker_db, cash_db, class_db,user_db, True)
# case of empty portfolio
if boolres == False:
return redirect('/create_portfolio')
else: # check the date of last loading of prices
# find day, month, year
year_month_day = ""
for i in session.get('datetime'):
if i == " ":
break
else:
year_month_day += i
# if prices wasn't load today - refresh them
if year_month_day != time.strftime("%Y-%m-%d"):
load_portfolio_info(userid, ticker_db, cash_db, class_db, user_db, True)
symbols = {"USD": '$', "EUR": '€'}
main_currency = session.get('main_currency')
chart_data = prepare_data_for_chart()
# for user WITH PORTFOLIO
return render_template('index.html',
portfolio_ticker=session.get('portfolio_ticker'),
portfolio_cash=session.get('portfolio_cash'),
portfolio_class=session.get('portfolio_class'),
total=session.get('total'),
total_cash=session.get('total_cash'),
suggestion=session.get('suggestion'),
date=datetime.strptime(session.get('datetime'), "%Y-%m-%d %H:%M"),
symbol=symbols,
main_currency=main_currency,
chart_data=chart_data,
recommendation=session.get('recommendation')
)
if request.method == "POST":
if request.form.get("refresh") is not None:
print("refreshing page")
boolres = load_portfolio_info(session.get('userid'), ticker_db, cash_db, class_db, user_db, True)
if boolres == False:
return redirect('/create_portfolio')
return redirect("/")
if request.form.get("change_currency") is not None:
session['main_currency'] = request.form.get('change_currency')
# change values in user db
user_db.query.filter_by(userid=session.get('userid')).update({
'currency': request.form.get('change_currency'),
})
db.session.commit()
return redirect("/")
def change_class_info():
if request.method == "GET":
portfolio_class = session.get('portfolio_class')
# create dict of id : classname +_realfraction /fraction_diap / active ticker
ids = {}
idtag = ['fraction','diapason','activeticker','name']
for key in portfolio_class:
ids[key] = {}
for tag in idtag:
ids[key].update({tag: tag + "_" + key})
print(ids)
return render_template('classes_change.html', portfolio_class=portfolio_class,
portfolio_ticker=session.get('portfolio_ticker'),
ids = ids
)
if request.method == "POST":
if request.form.get("submit") is not None:
# for test account - don't do anything
if session.get('userid') == test_account_userid: return redirect("/class_and_tickers")
portfolio_class = session.get("portfolio_class")
for classname in portfolio_class:
# load classname from website
tag = 'name_' + classname
new_classname = request.form.get(tag)
if new_classname != classname:
# check for spaces in the name
for i in new_classname:
if ord(i) == 32:
return error_page('Please, do not use space in the name!')
# check: is it new name for class
if session.get('portfolio_class') is not None:
for name in session.get('portfolio_class'):
if name == new_classname:
return error_page('Such class exists! Choose another name.')
# change classname in ticker db
ticker_db.query.filter_by(userid=session.get('userid'), classname=classname).update({
'classname': new_classname
})
# load new fraction from website
tag = 'fraction_' + classname
new_fraction = request.form.get(tag)
#load new diapason from website
tag = 'diapason_' + classname
new_diapason = request.form.get(tag)
# load new active ticker
tag = 'activeticker_' + classname
new_activeticker = request.form.get(tag)
# save new values in db
class_db.query.filter_by(userid=session.get('userid'),classname=classname).update({
'classname': new_classname,
'fraction': new_fraction,
'diapason' : new_diapason,
'activeticker' : new_activeticker
})
db.session.commit()
# reload portfolio
load_portfolio_info(session.get('userid'), ticker_db, cash_db, class_db, user_db, False)
return redirect("/class_and_tickers")
def rebalance():
if request.method == "GET":
# check user in session
if session.get('userid') is None:
return render_template("index_intro.html")
# check nonempty portfolio
if session.get('portfolio_ticker') is None:
return redirect('/create_portfolio')
# create dict of id
ids = {}
idtag = ['price', 'newnumber', 'oldnumber', 'classname','exchange']
for ticker in session.get("portfolio_ticker"):
ids[ticker] = {}
for tag in idtag:
ids[ticker].update({tag: tag + "_" + ticker})
# calc fraction for cash
total = session.get("total")
if total['USD'] != 0:
cash_fraction = round(100 * session.get('total_cash')['USD'] / total['USD'])
else:
cash_fraction = 100
# list of classes
classname_list = ['None']
for classname in session.get("portfolio_class"):
classname_list = classname_list + [classname]
symbols = {"USD": '$', "EUR": '€'}
return render_template("rebalance.html",
portfolio_ticker=session.get("portfolio_ticker"),
portfolio_class=session.get('portfolio_class'),
suggestion=session.get('suggestion'),
total=total,
total_cash=session.get('total_cash'),
date=datetime.strptime(session.get('datetime'), "%Y-%m-%d %H:%M"), classname_list=classname_list,
main_currency=session.get('main_currency'),
exchange=session.get('exchange'),
cash_fraction=cash_fraction,
symbols=symbols,
ids=ids )
if request.method == "POST":
# for test account - don't do anything
if session.get('userid') == test_account_userid: return redirect("/")
portfolio_cash = session.get('portfolio_cash')
portfolio_ticker = session.get('portfolio_ticker')
# check that we have enough cash
# calculate cash changes for all tickers in ticker currency
for ticker in portfolio_ticker:
# load new number and price
new_number = float(request.form.get('newnumber_' + ticker))
price = float(request.form.get('price_' + ticker))
old_number = portfolio_ticker[ticker]['number']
currency = portfolio_ticker[ticker]['currency']
# change cash in currency of ticker
portfolio_cash[currency] += (old_number - new_number) * price
# load new values in ticker_db
ticker_db.query.filter_by(userid=session.get('userid'), ticker=ticker).update({
'number': new_number
})
db.session.commit()
# load new cash values in db
cash_db.query.filter_by(userid=session.get('userid')).update({
'USD': portfolio_cash['USD'],
'EUR' : portfolio_cash['EUR'],
'RUB': portfolio_cash['RUB']
})
db.session.commit()
# reload portfolio in session
load_portfolio_info(session.get('userid'), ticker_db, cash_db, class_db, user_db, False)
# check for negative cash
for key in portfolio_cash:
if portfolio_cash[key] < 0:
flash("You have negative cash. You need to exchange some of you currency. Go to /cash page ")
return redirect("/")