insider/models.py

   1 from django.db import models
   2
   3
   4 class Person (models.Model):
   5     name = models.CharField('name', max_length=200)
   6
   7     def __unicode__(self):
   8         return unicode(self.name)
   9
  10
  11 class Exchange (models.Model):
  12     name = models.CharField(max_length=200)
  13     symbol = models.CharField(max_length=10)
  14
  15     def __unicode__(self):
  16         return unicode(self.name)
  17
  18
  19 class Company (models.Model):
  20     name = models.CharField(max_length=200)
  21
  22     def __unicode__(self):
  23         return unicode(self.name)
  24
  25
  26 class Ticker (models.Model):
  27     symbol = models.CharField(max_length=10)
  28     company = models.ForeignKey(Company)
  29     exchange = models.ForeignKey(Exchange)
  30
  31     def __unicode__(self):
  32         return u'{0.exchange.symbol}:{0.symbol}'.format(self)
  33
  34
  35 class Transaction (models.Model):
  36     person = models.ForeignKey(Person)
  37     date = models.DateTimeField()
  38     ticker = models.ForeignKey(Ticker)
  39     shares = models.IntegerField('number of shares')
  40
  41     # If you want to track values in several currencies, check out the
  42     # python-money package: http://code.google.com/p/python-money/
  43     value = models.DecimalField(
  44         'value in US dollars', max_digits=20, decimal_places=2)
  45
  46     source = models.CharField(max_length=200)  # ideally a permalink
  47
  48     def __unicode__(self):
  49         return (u'{0.person} traded {0.shares} shares (${0.value}) '
  50                 'of {0.ticker} on {0.date}').format(self)
  51
  52
  53 def add_transaction(person, date, exchange, exchange_symbol, company,
  54                     company_symbol, shares, value, source):
  55     if not value and not shares:
  56         return  # not a transaction (insider just declaring holdings?)
  57     try:
  58         person = Person.objects.get(name__iexact=person)
  59     except Person.DoesNotExist:
  60         person = Person(name=person)
  61         print('adding new person {}'.format(person))
  62         person.save()
  63     try:
  64         exchange = Exchange.objects.get(symbol__iexact=exchange_symbol)
  65     except Exchange.DoesNotExist:
  66         exchange = Exchange(name=exchange, symbol=exchange_symbol)
  67         print('adding new exchange {}'.format(exchange))
  68         exchange.save()
  69     try:
  70         tickers = Ticker.objects.filter(symbol__iexact=company_symbol)
  71         ticker = tickers.get(exchange__id=exchange.id)
  72     except Ticker.DoesNotExist:
  73         try:
  74             company = Company.objects.get(name__iexact=company)
  75         except Company.DoesNotExist:
  76             company = Company(name=company)
  77             print('adding new company {}'.format(company))
  78             company.save()
  79         ticker = Ticker(exchange=exchange, company=company,
  80                         symbol=company_symbol)
  81         print('adding new ticker {}'.format(ticker))
  82         ticker.save()
  83     company = ticker.company
  84     try:
  85         transactions = Transaction.objects.filter(person__id=person.id)
  86         transactions = transactions.filter(ticker__id=ticker.id)
  87         transactions = transactions.filter(date=date)
  88         transactions = transactions.filter(shares=shares)
  89         transaction = transactions.get(value=value)
  90     except Transaction.DoesNotExist:
  91         transaction = Transaction(
  92             person=person,
  93             date=date,
  94             ticker=ticker,
  95             shares=shares,
  96             value=value,
  97             source=source)
  98         print('adding new transaction {}'.format(transaction))
  99         transaction.save()