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app.py
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app.py
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from datetime import datetime
import logging
from os import path
import pandas as pd
from flask import Flask, render_template, request, redirect, url_for
from flask.helpers import make_response
from portfolio import Portfolio
logging.basicConfig(format='%(asctime)s %(levelname)-8s [%(filename)s:%(lineno)d] %(message)s',
datefmt='%d-%m-%Y:%H:%M:%S',
level=logging.INFO, filename=r'logs\logs.log')
logger = logging.getLogger('pt_logger')
app = Flask(__name__)
TRADES_FILE = 'data/pf_trades.pkl'
DATA_FILE = 'data/pf_data.pkl'
NAMES_FILE = 'data/pf_names.pkl'
PF_FORMAT_DICT = {'Quantity': "{:,.2f}", '%LastChange': '{:,.2%}', 'IRR': '{:,.2%}', '%UnRlGain': '{:,.2%}', '%PF': '{:,.2%}', '%CostPF': '{:,.2%}',
'LastPrice': '{:,.2f}', 'CurrVal': '{:,.2f}', 'AvgCost': '{:,.2f}', 'Cost': '{:,.2f}', 'RlGain': '{:,.2f}', 'UnRlGain': '{:,.2f}',
'Dividends': '{:,.2f}', 'TotalGain': '{:,.2f}', '$LastChange': '{:,.2f}'}
TD_TYPE_DICT = {'Date': 'date', 'Ticker': 'text', 'Quantity': 'number',
'Price': 'number', 'Fees': 'number', 'Direction': 'text'}
@app.route('/')
def home():
return updatepf()
# return render_template('home.jinja2', title="Portfolio Tracker: Home")
@app.route('/update', methods=['POST'])
def updatepf():
# get as at date from drop down. If left blank, set none (defaults to today per portfolio info function)
as_at_date = None if request.form.get(
'up_date') == '' else request.form.get('up_date')
hide_zero = bool(request.form.get('hide_zero')) or True
no_update = not(bool(request.form.get('no_update'))) or False
currency = request.form.get('currency') or 'AUD'
start = datetime.now()
if path.isfile(TRADES_FILE):
logger.info(f'{TRADES_FILE} exists, loading')
pf_trades = pd.read_pickle(TRADES_FILE)
pf = Portfolio(trades=pf_trades, currency=currency,
filename=DATA_FILE, names_filename=NAMES_FILE)
else:
pf = Portfolio(filename=DATA_FILE,
names_filename=NAMES_FILE, currency=currency)
logger.info(f'file loading took {(datetime.now()-start)} to run')
start = datetime.now()
try:
df = pf.info_date(as_at_date, hide_zero_pos=hide_zero,
no_update=no_update)
except ValueError:
return render_template('home.jinja2', title="Portfolio Tracker: Home", message="Please add trades to start new portfolio")
logger.info(f'info_date took {(datetime.now()-start)} to run')
start = datetime.now()
df['Date'] = df['Date'].dt.strftime('%d-%m-%y')
df_html = (df.style
.applymap(neg_red, subset=['%LastChange', '$LastChange', '%UnRlGain', 'RlGain', 'UnRlGain', 'TotalGain'])
.format(PF_FORMAT_DICT, na_rep="--")
.set_properties(**{'text-align': 'left'}, subset=['Ticker', 'Name'])
.set_properties(**{'font-weight': 'bold'}, subset=df.index[-1])
.hide_index()
.set_uuid('portfolio')
.set_table_attributes('class="hover stripe row-border order-column display compact" style="width:100%"')
.render()
)
df_html = add_footer(df_html)
logger.info(f'render HTML took {(datetime.now()-start)} to run')
start = datetime.now()
pf.trades_df.to_pickle(TRADES_FILE)
logger.info(f'trades_df.to_pickle took {(datetime.now()-start)} to run')
return render_template('home.jinja2', tables=df_html, title="Portfolio Tracker: Portfolio")
@app.route('/load', methods=['GET', 'POST'])
def loadpf():
if request.method == 'POST':
try:
trade_df = pd.read_csv(request.files.get(
'pf_file'), parse_dates=['Date'], dayfirst=True, thousands=',')
trade_df.to_pickle(TRADES_FILE)
message = "Loaded successfully"
except:
message = "An error occured, try again!"
return render_template('home.jinja2', message=message, title="Portfolio Tracker: Home")
@app.route('/save', methods=['GET', 'POST'])
def savepf():
if path.isfile(TRADES_FILE):
logger.info(f'{TRADES_FILE} exists, loading')
pf_trades = pd.read_pickle(TRADES_FILE)
else:
return render_template('home.jinja2', message='File not found', title="Portfolio Tracker: Home")
resp = make_response(pf_trades.to_csv(index=False))
resp.headers.set("Content-Disposition",
"attachment", filename="trades.csv")
return resp
@app.route('/add_trades', methods=['GET', 'POST'])
def add_trades():
if request.method == 'POST':
trades_df = resp_to_trades_df(request)
if path.isfile(TRADES_FILE):
logger.info(f'{TRADES_FILE} exists, loading')
pf_trades = pd.read_pickle(TRADES_FILE)
pf = Portfolio(pf_trades, DATA_FILE)
pf.add_trades(trades_df)
else:
pf = Portfolio(trades_df, DATA_FILE)
pf.trades_df.to_pickle(TRADES_FILE)
return render_template('home.jinja2', message='Trades added successfully')
return render_template('add_trades.jinja2')
@app.route('/view_trades', methods=['GET', 'POST'])
def view_trades():
if request.method == 'GET':
if path.isfile(TRADES_FILE):
logger.info(f'{TRADES_FILE} exists, loading')
df = pd.read_pickle(TRADES_FILE)
else:
return render_template('home.jinja2', message='No portfolio trades founds. Please load file or add trades', title="Portfolio Tracker: Home")
# format date to allow render in date input field
df['Date'] = df['Date'].dt.strftime('%Y-%m-%d')
# add delete trade column
df['Delete?'] = 0
df_html = (df.style
.format({c: html_input(c) for c in df.columns})
.set_uuid('view_trades')
.hide_index()
.render()
)
return render_template('view_trades.jinja2', tables=df_html, message=request.args.get('message'))
else:
# gets updated trade data
trades_df = resp_to_trades_df(request)
# checks and deletes relevant rows
trades_df['Delete?'] = request.form.getlist('Delete?')
trades_df = trades_df[trades_df['Delete?'] == '0']
trades_df.drop(['Delete?'], axis=1, inplace=True)
trades_df.to_pickle(TRADES_FILE)
return redirect(url_for('view_trades', message='Successfully updated trades'))
@app.route('/stock/<ticker>')
def stock(ticker):
return render_template('stock_dynamic.jinja2', stock_name=ticker)
def add_footer(html: str):
"""
Adds tfoot tags to total row to allow sorting
Args:
html (str): table html string
Returns:
[type]: table html string
"""
loc = html.rfind('<tr>')
html = html[:loc] + '<tfoot>' + html[loc:]
loc = html.rfind('</tr>')
html = html[:loc] + '</tfoot>' + html[loc:]
return html
def resp_to_trades_df(req: request):
"""
Converts response from add trades / update trades functions into dataframe
Args:
req (request): html request from view / update trades function
Returns:
pd.Dataframe: Dataframe in the form of Portfolio.trades_df
"""
df = pd.DataFrame(columns=Portfolio.TD_COLUMNS)
data = req.form.listvalues()
for col in df.columns:
df[col] = next(data)
df['Date'] = pd.to_datetime(df['Date'], dayfirst=True)
return df
def html_input(col: str):
"""
Adds html input tags for given column
Args:
col (str): column in pandas table
Returns:
string: f-string with relevant html tags
"""
if col == 'Delete?':
return f'<input type="hidden" name="{col}" value="0"><input type="checkbox" onclick="this.previousSibling.value=1-this.previousSibling.value">'
else:
return f'<input type="{TD_TYPE_DICT[col]}" name="{col}" value="{{}}" step=".01"/>'
def neg_red(val: float):
"""
Takes a value and returns a string with
the css property color: red for negative
strings, green otherwise.
"""
try:
color = 'red' if val < 0 else 'limegreen'
except TypeError:
# catch Na / NaN / strings / empty fields
color = 'black'
return 'color: %s' % color
if __name__ == '__main__':
app.run(debug=False, use_reloader=True)