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app.py
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# -------------------------------
# Raw SQL Code: Create Tables
# -------------------------------
CREATE_TABLES_SQL = """
CREATE TABLE IF NOT EXISTS Brokers (
brokerage_id SERIAL PRIMARY KEY,
name VARCHAR(255) UNIQUE NOT NULL,
user_count INT DEFAULT 0
);
CREATE TABLE IF NOT EXISTS Users (
user_id SERIAL PRIMARY KEY,
name VARCHAR(255) NOT NULL,
password_hash TEXT NOT NULL,
brokerage_id INT REFERENCES Brokers(brokerage_id),
balance NUMERIC(15,2) DEFAULT 0
);
CREATE TABLE IF NOT EXISTS Stock (
ticker VARCHAR(20) PRIMARY KEY,
name VARCHAR(255) NOT NULL,
price NUMERIC(10,2),
high_52 NUMERIC(10,2),
low_52 NUMERIC(10,2)
);
CREATE TABLE IF NOT EXISTS Transactions (
transaction_id SERIAL PRIMARY KEY,
user_id INT REFERENCES Users(user_id),
stock_ticker VARCHAR(20) REFERENCES Stock(ticker),
type VARCHAR(10) CHECK (type IN ('BUY', 'SELL')),
quantity INT CHECK (quantity > 0),
price NUMERIC(10,2),
timestamp TIMESTAMP DEFAULT CURRENT_TIMESTAMP
);
CREATE TABLE IF NOT EXISTS Quarterly_Financials (
stock_ticker VARCHAR(20) REFERENCES Stock(ticker),
quarter VARCHAR(10) NOT NULL,
eps_growth NUMERIC(5,2),
revenue_growth NUMERIC(5,2),
profit NUMERIC(15,2),
earnings NUMERIC(15,2),
PRIMARY KEY (stock_ticker, quarter)
);
CREATE TABLE IF NOT EXISTS Yearly_Financials (
stock_ticker VARCHAR(20) REFERENCES Stock(ticker),
year INT NOT NULL,
eps_growth NUMERIC(5,2),
revenue_growth NUMERIC(5,2),
profit NUMERIC(15,2),
earnings NUMERIC(15,2),
PRIMARY KEY (stock_ticker, year)
);
CREATE TABLE IF NOT EXISTS Portfolio (
user_id INT REFERENCES Users(user_id),
stock_ticker VARCHAR(20) REFERENCES Stock(ticker),
quantity INT CHECK (quantity >= 0),
avg_price NUMERIC(10,2),
PRIMARY KEY (user_id, stock_ticker)
);
CREATE TABLE IF NOT EXISTS Market_Analysis (
stock_ticker VARCHAR(20) REFERENCES Stock(ticker) PRIMARY KEY,
pe_ratio NUMERIC(10,2),
dividend_yield NUMERIC(5,2),
market_cap NUMERIC(15,2),
volume BIGINT
);
"""
# -------------------------------
# Raw SQL Code: Create Stored Functions
# -------------------------------
CREATE_FUNCTIONS_SQL = """
CREATE OR REPLACE FUNCTION buy_stock(
p_user_id INT,
p_ticker VARCHAR,
p_quantity INT,
p_price NUMERIC
) RETURNS VOID AS $$
BEGIN
INSERT INTO Transactions (user_id, stock_ticker, type, quantity, price, timestamp)
VALUES (p_user_id, p_ticker, 'BUY', p_quantity, p_price, CURRENT_TIMESTAMP);
END;
$$ LANGUAGE plpgsql;
CREATE OR REPLACE FUNCTION sell_stock(
p_user_id INT,
p_ticker VARCHAR,
p_quantity INT,
p_price NUMERIC
) RETURNS VOID AS $$
DECLARE
existing_shares INT;
total_earnings NUMERIC;
BEGIN
SELECT quantity INTO existing_shares FROM Portfolio WHERE user_id = p_user_id AND stock_ticker = p_ticker;
IF existing_shares IS NULL OR existing_shares < p_quantity THEN
RAISE EXCEPTION 'Not enough shares to sell';
END IF;
total_earnings := p_quantity * p_price;
IF existing_shares = p_quantity THEN
DELETE FROM Portfolio WHERE user_id = p_user_id AND stock_ticker = p_ticker;
ELSE
UPDATE Portfolio SET quantity = quantity - p_quantity WHERE user_id = p_user_id AND stock_ticker = p_ticker;
END IF;
UPDATE Users SET balance = balance + total_earnings WHERE user_id = p_user_id;
INSERT INTO Transactions (user_id, stock_ticker, type, quantity, price, timestamp)
VALUES (p_user_id, p_ticker, 'SELL', p_quantity, p_price, CURRENT_TIMESTAMP);
END;
$$ LANGUAGE plpgsql;
CREATE OR REPLACE FUNCTION get_high_stocks()
RETURNS TABLE (ticker VARCHAR, name VARCHAR, high_52 NUMERIC, low_52 NUMERIC) AS $$
BEGIN
RETURN QUERY
SELECT ticker, name, high_52, low_52
FROM Stock
WHERE high_52 >= 2.1 * low_52 -- ✅ 52W High is at least 2.1x the Low
ORDER BY high_52 DESC; -- ✅ Sort by highest high_52 first
END;
$$ LANGUAGE plpgsql;
CREATE OR REPLACE FUNCTION get_low_stocks()
RETURNS TABLE (ticker VARCHAR, name VARCHAR, high_52 NUMERIC, low_52 NUMERIC) AS $$
BEGIN
RETURN QUERY
SELECT ticker, name, high_52, low_52
FROM Stock
WHERE low_52 = low_52 -- ✅ Ensures low_52 is unchanged (1x itself)
ORDER BY low_52 ASC; -- ✅ Sort by lowest low_52 first
END;
$$ LANGUAGE plpgsql;
CREATE OR REPLACE FUNCTION filter_stocks(
min_eps NUMERIC,
max_pe NUMERIC
) RETURNS TABLE (ticker VARCHAR, name VARCHAR, eps NUMERIC, pe NUMERIC) AS $$
BEGIN
RETURN QUERY
SELECT s.ticker, s.name, yf.eps_growth, ma.pe_ratio
FROM Stock s
JOIN Yearly_Financials yf ON s.ticker = yf.stock_ticker
JOIN Market_Analysis ma ON s.ticker = ma.stock_ticker
WHERE yf.eps_growth >= min_eps AND ma.pe_ratio <= max_pe;
END;
$$ LANGUAGE plpgsql;
CREATE OR REPLACE FUNCTION get_user_portfolio(user_id_param INT)
RETURNS TABLE (
stock_ticker VARCHAR(10),
stock_name VARCHAR(255),
quantity INT,
avg_price NUMERIC(10,2),
current_price NUMERIC(10,2),
total_investment NUMERIC(15,2),
current_value NUMERIC(15,2),
profit_loss NUMERIC(15,2),
profit_loss_pct NUMERIC(6,2),
total_portfolio_investment NUMERIC(15,2),
total_portfolio_value NUMERIC(15,2),
total_portfolio_pnl NUMERIC(15,2)
) AS $$
BEGIN
RETURN QUERY
SELECT
s.ticker AS stock_ticker,
s.name AS stock_name,
p.quantity,
p.avg_price,
s.price AS current_price,
(p.quantity * p.avg_price) AS total_investment,
(p.quantity * s.price) AS current_value,
(p.quantity * s.price) - (p.quantity * p.avg_price) AS profit_loss,
ROUND(
((p.quantity * s.price) - (p.quantity * p.avg_price)) / NULLIF((p.quantity * p.avg_price), 0) * 100,
2
) AS profit_loss_pct,
(SELECT SUM(p2.quantity * p2.avg_price)
FROM Portfolio p2 WHERE p2.user_id = user_id_param) AS total_portfolio_investment,
(SELECT SUM(p2.quantity * s2.price)
FROM Portfolio p2
JOIN Stock s2 ON p2.stock_ticker = s2.ticker
WHERE p2.user_id = user_id_param) AS total_portfolio_value,
(SELECT SUM((p2.quantity * s2.price) - (p2.quantity * p2.avg_price))
FROM Portfolio p2
JOIN Stock s2 ON p2.stock_ticker = s2.ticker
WHERE p2.user_id = user_id_param) AS total_portfolio_pnl
FROM Portfolio p
JOIN Stock s ON p.stock_ticker = s.ticker
WHERE p.user_id = user_id_param;
END;
$$ LANGUAGE plpgsql;
CREATE OR REPLACE FUNCTION get_portfolio_summary(user_id_param INT)
RETURNS TABLE(stock_name TEXT, total_shares INT, total_value NUMERIC) AS $$
BEGIN
RETURN QUERY
SELECT s.name, SUM(t.quantity) AS total_shares,
SUM(t.quantity * sp.price) AS total_value
FROM Transactions t
JOIN Stock s ON t.stock_id = s.stock_id
JOIN Stock_Prices sp ON s.stock_id = sp.stock_id
WHERE t.user_id = user_id_param AND sp.date = CURRENT_DATE
GROUP BY s.name;
END;
$$ LANGUAGE plpgsql;
CREATE OR REPLACE FUNCTION get_moving_averages(stock_ticker TEXT)
RETURNS TABLE (
stock_id INT,
ticker TEXT,
moving_avg_50 DECIMAL(10,2),
moving_avg_200 DECIMAL(10,2)
) AS $$
BEGIN
RETURN QUERY
SELECT
s.stock_id, s.ticker,
(SELECT AVG(price) FROM Stock_Prices WHERE stock_id = s.stock_id AND date >= CURRENT_DATE - INTERVAL '50 days') AS moving_avg_50,
(SELECT AVG(price) FROM Stock_Prices WHERE stock_id = s.stock_id AND date >= CURRENT_DATE - INTERVAL '200 days') AS moving_avg_200
FROM Stock s
WHERE s.ticker = stock_ticker;
END;
$$ LANGUAGE plpgsql;
"""
CREATE_TRIGGERS_SQL = """
-- Trigger to update user balance after a BUY transaction
CREATE OR REPLACE FUNCTION update_balance_after_buy()
RETURNS TRIGGER AS $$
BEGIN
-- Deduct the purchase amount from user's balance
UPDATE Users
SET balance = balance - (NEW.quantity * NEW.price)
WHERE user_id = NEW.user_id;
-- Update the portfolio
INSERT INTO Portfolio (user_id, stock_ticker, quantity, avg_price)
VALUES (NEW.user_id, NEW.stock_ticker, NEW.quantity, NEW.price)
ON CONFLICT (user_id, stock_ticker)
DO UPDATE SET
quantity = Portfolio.quantity + NEW.quantity,
avg_price = (Portfolio.avg_price * Portfolio.quantity + NEW.price * NEW.quantity) /
(Portfolio.quantity + NEW.quantity);
RETURN NEW;
END;
$$ LANGUAGE plpgsql;
CREATE TRIGGER trigger_after_buy
AFTER INSERT ON Transactions
FOR EACH ROW
WHEN (NEW.type = 'BUY')
EXECUTE FUNCTION update_balance_after_buy();
-- Trigger to update broker user count when a new user joins
CREATE OR REPLACE FUNCTION update_broker_user_count()
RETURNS TRIGGER AS $$
BEGIN
IF NEW.brokerage_id IS NOT NULL THEN
UPDATE Brokers
SET user_count = user_count + 1
WHERE brokerage_id = NEW.brokerage_id;
END IF;
RETURN NEW;
END;
$$ LANGUAGE plpgsql;
CREATE TRIGGER trigger_after_user_insert
AFTER INSERT ON Users
FOR EACH ROW
EXECUTE FUNCTION update_broker_user_count();
-- Trigger to prevent selling more shares than owned
CREATE OR REPLACE FUNCTION prevent_overselling()
RETURNS TRIGGER AS $$
DECLARE
shares_owned INT;
BEGIN
SELECT COALESCE(quantity, 0) INTO shares_owned
FROM Portfolio
WHERE user_id = NEW.user_id AND stock_ticker = NEW.stock_ticker;
IF NEW.type = 'SELL' AND NEW.quantity > shares_owned THEN
RAISE EXCEPTION 'Cannot sell more shares than owned (owned: %, trying to sell: %)',
shares_owned, NEW.quantity;
END IF;
RETURN NEW;
END;
$$ LANGUAGE plpgsql;
CREATE TRIGGER trigger_before_sell
BEFORE INSERT ON Transactions
FOR EACH ROW
WHEN (NEW.type = 'SELL')
EXECUTE FUNCTION prevent_overselling();
-- Trigger to log price changes for auditing
CREATE TABLE IF NOT EXISTS Stock_Price_Audit (
audit_id SERIAL PRIMARY KEY,
ticker VARCHAR(20) REFERENCES Stock(ticker),
old_price NUMERIC(10,2),
new_price NUMERIC(10,2),
change_date TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
change_percentage NUMERIC(5,2)
);
CREATE OR REPLACE FUNCTION log_price_changes()
RETURNS TRIGGER AS $$
BEGIN
IF OLD.price IS DISTINCT FROM NEW.price THEN
INSERT INTO Stock_Price_Audit (ticker, old_price, new_price, change_percentage)
VALUES (
NEW.ticker,
OLD.price,
NEW.price,
ROUND(((NEW.price - OLD.price) / OLD.price * 100), 2)
);
END IF;
RETURN NEW;
END;
$$ LANGUAGE plpgsql;
CREATE TRIGGER trigger_after_price_change
AFTER UPDATE OF price ON Stock
FOR EACH ROW
EXECUTE FUNCTION log_price_changes();
-- Trigger to maintain 52-week high/low values
CREATE OR REPLACE FUNCTION update_52week_high_low()
RETURNS TRIGGER AS $$
BEGIN
-- If price exceeds current 52-week high
IF NEW.price > COALESCE(NEW.high_52, 0) THEN
NEW.high_52 := NEW.price;
END IF;
-- If price is below current 52-week low or low is null
IF NEW.price < COALESCE(NEW.low_52, NEW.price + 1) THEN
NEW.low_52 := NEW.price;
END IF;
RETURN NEW;
END;
$$ LANGUAGE plpgsql;
CREATE TRIGGER trigger_before_price_update
BEFORE UPDATE OF price ON Stock
FOR EACH ROW
EXECUTE FUNCTION update_52week_high_low();
-- Trigger to update market cap when volume or price changes
CREATE OR REPLACE FUNCTION update_market_cap()
RETURNS TRIGGER AS $$
BEGIN
UPDATE Market_Analysis ma
SET market_cap = s.price * ma.volume
FROM Stock s
WHERE ma.stock_ticker = s.ticker
AND s.ticker = NEW.ticker;
RETURN NEW;
END;
$$ LANGUAGE plpgsql;
CREATE TRIGGER trigger_after_stock_price_change
AFTER UPDATE OF price ON Stock
FOR EACH ROW
EXECUTE FUNCTION update_market_cap();
CREATE TRIGGER trigger_after_volume_change
AFTER UPDATE OF volume ON Market_Analysis
FOR EACH ROW
EXECUTE FUNCTION update_market_cap();
"""
import psycopg2
from psycopg2 import pool
from flask import Flask,current_app,session
from flask_login import LoginManager,current_user
from auth import auth
from portfolio import portfolio
from transactions import transactions
from stock_details import stock_details
from models import User
from buy_stocks import buy_stocks
from admin_blueprint import admin
import os
from dotenv import load_dotenv
# -------------------------------
# Initialize Flask App
# -------------------------------
app = Flask(__name__,
template_folder='templates', # default
static_folder='static')
# Load environment variables from a .env file
load_dotenv()
# Fetch the database URL from environment variables
DATABASE_URL = os.getenv("DATABASE_URL")
app.config["DATABASE_URL"] = DATABASE_URL
app.secret_key = os.getenv("SECRET_KEY", "fallback_secret_key")
# ✅ Initialize PostgreSQL Connection Pool
try:
app.config["DB_POOL"] = pool.SimpleConnectionPool(
minconn=1,
maxconn=10,
dsn=app.config["DATABASE_URL"]
)
print("✅ Database Pool Initialized")
except Exception as e:
print(f"❌ Database Pool Initialization Failed: {e}")
exit(1) # Stop execution if the pool fails
# -------------------------------
# Helper Function for Queries
# -------------------------------
def fetch_data(query, params=None, fetch_one=False):
""" Fetch data from PostgreSQL using connection pooling """
conn = app.config["DB_POOL"].getconn() # ✅ Use the correct pool
try:
with conn.cursor() as cur:
cur.execute(query, params or ())
result = cur.fetchone() if fetch_one else cur.fetchall()
return result
finally:
app.config["DB_POOL"].putconn(conn) # ✅ Return connection to pool
def execute_query(query, params=None):
""" Execute queries that modify data (INSERT, UPDATE, DELETE) """
conn = app.config["DB_POOL"].getconn()
try:
with conn.cursor() as cur:
cur.execute(query, params or ())
conn.commit()
finally:
app.config["DB_POOL"].putconn(conn)
# -------------------------------
# Flask-Login Configuration
# -------------------------------
login_manager = LoginManager()
login_manager.init_app(app)
login_manager.login_view = "auth.login"
app.config['ADMIN_USERS'] = {
'admin1': 'password1',
'admin2': 'password2'
}
@login_manager.user_loader
def load_user(user_id):
"""Handle both admin and regular users"""
# Admin user case
if user_id == "0" and 'admin_name' in session:
return User(
user_id=0,
name=session['admin_name'],
password_hash="",
brokerage_id=None,
balance=0,
is_admin=True
)
# Regular user case
conn = current_app.config["DB_POOL"].getconn()
try:
with conn.cursor() as cur:
cur.execute(
"SELECT user_id, name, password_hash, brokerage_id, balance FROM Users WHERE user_id = %s",
(user_id,)
)
user_data = cur.fetchone()
if user_data:
return User(*user_data, is_admin=False)
except Exception as e:
print(f"Error loading user: {e}")
finally:
current_app.config["DB_POOL"].putconn(conn)
return None
# -------------------------------
# Initialize Database
# -------------------------------
def initialize_database():
""" Creates tables and stored functions in PostgreSQL """
execute_query(CREATE_TABLES_SQL)
execute_query(CREATE_FUNCTIONS_SQL)
print("✅ Tables and functions created successfully!")
# -------------------------------
# Register Blueprints
# -------------------------------
app.register_blueprint(auth)
app.register_blueprint(portfolio, url_prefix="/portfolio")
app.register_blueprint(transactions, url_prefix="/transactions")
app.register_blueprint(stock_details, url_prefix="/stock")
app.register_blueprint(buy_stocks, url_prefix="/buy-stocks")
app.register_blueprint(admin, url_prefix="/admin")
# -------------------------------
# Run Flask App
# -------------------------------
if __name__ == "__main__":
initialize_database() # ✅ Ensure tables and functions are created before running the app
app.run(debug=True)