Am I stuck with this mess until I use a rest framework to send a function call based on the button clicked?
Edit: added import lines
#from importsdatetime import date
#import json
import os
import re
import threading
import time
from bs4 import BeautifulSoup
import click
from flask import Blueprint, current_app
import requests
from requests.exceptions import HTTPError, Timeout
from sqlalchemy.exc import IntegrityError, SQLAlchemyError, StatementError
from werkzeug.security import check_password_hash, generate_password_hash
from project.crud import create_user, create_index, create_portfolio_balance, check_user_email
from project.database import Base, db_session, engine
from project.log import logger
from project.models import Company, DimCompanyInfo, Index, DimIndexPrice, DimCompanyPrice
from project.utils import row2dict
dashboard_blueprint = Blueprint('dashboard', __name__, url_prefix='/dashboard')
@dashboard_blueprint.route('/home', methods=('GET', 'POST'))
@login_required
def home():
# dirty way of not using REST api to distinguish between buy/sell/add funds
# use button key as quasi switch case
# button 1: 'tickerBought' buys shares of a stock
# button 2: 'tickerSold' sells shares of a stock
# button 3: 'addFunds' add funds to your portfolio
# button 1: 'tickerBought' buys shares of a stock
if request.method == 'POST':
f = request.form
if 'tickerBought' in f.keys():
user_id = session.get('user_id')
row = {}
row['PortfolioID']= session.get('user_id')
row['Symbol']= request.form['tickerBought'].upper()
row['NumberShares'] = float(request.form['amountSharesBought'])
row['Date'] = date.fromisoformat(request.form['dateBought'])
query = db_session.query(Company, DimCompanyPrice).\
join(DimCompanyPrice, Company.ID == DimCompanyPrice.CompanyID).\
filter(DimCompanyPrice.Date <= row.get('Date')).\
filter(Company.Symbol == str.upper(row.get('Symbol'))).\
order_by(DimCompanyPrice.Date.desc()).\
first()
logger.info(query)
if query is None:
flash('Price data not available for this transaction. Pick another date.')
# check if there is enough avail balance to cover transaction
price = query[1].CloseAdjusted
shares = row['NumberShares']
total_price = float(price*shares)
sym = row['Symbol']
query = db_session.query(PortfolioBalance).\
filter(PortfolioBalance.PortfolioID == user_id).\
first()
balance = query.Balance
if balance >= total_price:
row['TotalPrice'] = total_price
_row = Portfolio(**row)
try:
db_session.add(_row)
db_session.commit()
logger.info('commited')
except StatementError as e:
logger.info(f'{e} error')
try:
balance_query = db_session.query(PortfolioBalance).\
filter(PortfolioBalance.PortfolioID == user_id).\
update({'Balance': PortfolioBalance.Balance - total_price})
db_session.commit()
logger.info('balance updated')
except StatementError as e:
logger.info(f'{e} error')
# create celery task to send a transaction email
send_bought_shares_email.delay(user_id, int(shares), sym)
else:
logger.info('Not enough available balance to complete the transaction')
flash('Not enough available balance to complete the transaction')
elif 'tickerSold' in f.keys(): # button 2: 'tickerSold' sells shares of a stock
user_id = session.get('user_id')
date_sold = date.fromisoformat(request.form['dateSold'])
sym = request.form['tickerSold'].upper()
amount_shares_sold = float(request.form['amountSharesSold'])
q = db_session.query(Portfolio.Symbol, func.sum(Portfolio.NumberShares)).\
filter(Portfolio.PortfolioID == user_id).\
filter(Portfolio.Symbol == sym).\
filter(Portfolio.Date <= date_sold).\
all()
if q[0][1] is None:
flash('You do not own any shares to sell')
elif q[0][1] >= amount_shares_sold:
row = {}
row['PortfolioID']= user_id
row['Symbol']= sym
row['NumberShares'] = -amount_shares_sold
row['Date'] = date_sold
query = db_session.query(Company, DimCompanyPrice).\
join(DimCompanyPrice, Company.ID == DimCompanyPrice.CompanyID).\
filter(DimCompanyPrice.Date >= row.get('Date')).\
filter(Company.Symbol == str.upper(row.get('Symbol'))).\
order_by(DimCompanyPrice.Date.desc()).\
first()
# logger.info(query)
price = query[1].CloseAdjusted
shares = row['NumberShares']
row['TotalPrice'] = float(price*shares)
_row = Portfolio(**row)
try:
db_session.add(_row)
db_session.commit()
logger.info('commited')
except StatementError as e:
logger.info(f'{e} error')
try:
balance_query = db_session.query(PortfolioBalance).\
filter(PortfolioBalance.PortfolioID == user_id).\
update({'Balance': PortfolioBalance.Balance + abs(row.get('TotalPrice'))})
db_session.commit()
logger.info('balance updated')
except StatementError as e:
logger.info(f'{e} error')
# create celery task to send a transaction email
send_sold_shares_email.delay(user_id, int(amount_shares_sold), sym)
else:
logger.info('Not enough shares owned to complete the transaction')
flash('Not enough shares owned to complete the transaction')
else: # button 3: 'addFunds' add funds to your portfolio
user_id = session.get('user_id')
addFunds = float(request.form['addFunds'])
if addFunds < 0:
flash('Cannot add negative funds')
else:
# check if PortfolioID exits
balance_query = db_session.query(PortfolioBalance).\
filter(PortfolioBalance.PortfolioID == user_id).\
update({'Balance': PortfolioBalance.Balance + addFunds})
db_session.commit()
# Get Method
row = {}
payload={}
user_id = session.get('user_id')
chart_labels = []
chart_data = []
balance_query = db_session.query(PortfolioBalance).\
filter(PortfolioBalance.PortfolioID == user_id).\
first()
payload['balance'] = balance_query.Balance
chart_data.append(balance_query.Balance)
chart_labels.append('Cash')
# Total price and total number of shares
payload['portfolio_cols'] = ['#','Symbol', 'Quantity', 'Total Cost', 'Current Balance', 'Return']
try:
query = db_session.query(Portfolio, func.sum(Portfolio.TotalPrice).label('TotalPrice'),\
func.sum(Portfolio.NumberShares).label('TotalShares')).\
filter(Portfolio.PortfolioID == user_id).\
group_by(Portfolio.Symbol).\
all()
# logger.info(query)
except OperationalError as e: # prevent error on empty portfolio
pass
else:
# each symbol in the portfolio
portfolio_list = []
for row in query:
_symbol = str(row[0].Symbol)
chart_labels.append(_symbol)
# current price for calculating the return
cur_price_query = db_session.query(Company, DimCompanyPrice).\
join(DimCompanyPrice, Company.ID == DimCompanyPrice.CompanyID).\
filter(Company.Symbol==_symbol).\
order_by(DimCompanyPrice.Date.desc()).\
first()
temp = {
'Symbol': _symbol,
'TotalCost': row.TotalPrice,
'Quantity': row.TotalShares,
'CurrentBalance': row.TotalShares*cur_price_query[1].CloseAdjusted,
'CurrentPrice': cur_price_query[1].CloseAdjusted,
}
balance, cost = temp.get('CurrentBalance'), temp.get('TotalCost')
_return = (balance-cost)/cost*100
temp['Return'] = _return
portfolio_list.append(temp)
chart_data.append(balance)
payload['portfolio'] = portfolio_list
payload['chart_labels'] = chart_labels
payload['chart_data'] = chart_data
payload['table_cols'] = ['#','Date', 'Symbol', 'Quantity', 'Amount']
buys = db_session.query(Portfolio).\
filter(Portfolio.PortfolioID == user_id).\
filter(Portfolio.NumberShares > 0).\
order_by(Portfolio.Date.desc()).\
all()
buys_list = []
for row in buys:
temp = {'Date': row.Date,
'Symbol': row.Symbol,
'Quantity': row.NumberShares,
'Amount': row.TotalPrice
}
buys_list.append(temp)
# logger.info('{} {} {}'.format(row.Symbol, row.NumberShares, row.Date))
payload['buys'] = buys_list
sells = db_session.query(Portfolio).\
filter(Portfolio.PortfolioID == user_id).\
filter(Portfolio.NumberShares < 0).\
order_by(Portfolio.Date.desc()).\
all()
sells_list = []
for row in sells:
temp = {'Date': row.Date,
'Symbol': row.Symbol,
'Quantity': row.NumberShares,
'Amount': row.TotalPrice
}
sells_list.append(temp)
# logger.info('{} {} {}'.format(row.Symbol, row.NumberShares, row.Date))
payload['sells'] = sells_list
return render_template('dashboard/home.html', payload=payload, enumerate=enumerate)