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from flask import Flask, request, render_template
from models import db, ModelForm, BondDeal, Counterparties
from sqlalchemy.sql import text
from sqlalchemy import create_engine
import pandas as pd
app = Flask(__name__)
app.config['SQLALCHEMY_DATABASE_URI'] = 'postgresql://dawn_user@debian/dawndb'
app.config['SECRET_KEY'] = 'papa'
app.config['UPLOAD_FOLDER'] = 'tickets'
def list_counterparties():
return Counterparties.query.order_by('name').\
with_entities(Counterparties.code, Counterparties.name)
def load_counterparties():
counterparties = pd.read_csv("/home/share/CorpCDOs/data/counterparties.csv")
counterparties[['city', 'state']] = counterparties.Location.str.split(", ", expand=True)
counterparties.drop(['Location', 'Valuation Contact4', 'Valuation Contact4 Email'], axis=1, inplace=True)
counterparties.rename(columns ={'CODE': 'code',
'DTC Number': 'dtc_number',
'Email1': 'sales_email',
'FIRM': 'name',
'Phone': 'sales_phone',
'Sales Contact': 'sales_contact',
'Valuation Contact1': 'valuation_contact1',
'Valuation Contact1 Email': 'valuation_email1',
'Valuation Contact2': 'valuation_contact2',
'Valuation Contact2 Email': 'valuation_email2',
'Valuation Contact3': 'valuation_contact3',
'Valuation Contact3 Email': 'valuation_email3',
'Valuation Note': 'notes'}, inplace=True)
engine = create_engine('postgresql://dawn_user@debian/dawndb')
counterparties.to_sql('counterparties', engine, if_exists='append', index=False)
def add_triggers():
engine = create_engine('postgresql://dawn_user@debian/dawndb')
engine.execute(text("""
CREATE OR REPLACE FUNCTION mydealid()
RETURNS TRIGGER AS $$
BEGIN
UPDATE bonds SET dealid = 'SC_' ||left(asset_class::text,3)||id WHERE bonds.id = NEW.id;
RETURN NEW;
END;
$$ language plpgsql"""))
engine.execute(text("""CREATE TRIGGER dealid
AFTER INSERT ON bonds
FOR EACH ROW
EXECUTE PROCEDURE mydealid()"""))
class BondForm(ModelForm):
class Meta:
model = BondDeal
include_foreign_keys = True
exclude = ['dealid', 'lastupdate'] #we generate it with a trigger at the server level
class CounterpartyForm(ModelForm):
class Meta:
model = Counterparties
@app.route('/', methods=['GET', 'POST'])
def trade_entry():
bond_form = BondForm()
bond_form.counterparty.choices = list_counterparties()
if bond_form.is_submitted():
if bond_form.validate():
bond = BondDeal()
bond_form.populate_obj(bond)
bond.ticket.save('test.pdf')
bond.ticket='test.pdf'
bond_form.get_session().add(bond)
bond_form.get_session().commit()
return "Success!"
else:
print(bond_form.errors)
return render_template("trade_entry.html", form=bond_form)
@app.route('/trade/<int:tradeid>', methods=['GET', 'POST'])
def trade_update(tradeid):
trade = BondDeal()
bond_form = BondForm(obj = BondDeal.query.get(tradeid))
bond_form.counterparty.choices = list_counterparties()
if bond_form.is_submitted():
if bond_form.validate():
bond_form.populate_obj(trade)
return redirect(url_for('list_trades'))
else:
return "something wrong!"
return render_template("trade_entry.html", form=bond_form)
@app.route('/blotter/')
def list_trades():
trade_list = BondDeal.query.order_by(BondDeal.trade_date)
return render_template('blotter.html', trades=trade_list.all())
@app.route('/counterparties/')
def list_counterparties():
cp_list = Counterparties.query.order_by(Counterparties.name)
return render_template('counterparties.html', counterparties = cp_list.all())
@app.route('/edit_cp/<cpcode>', methods=['GET', 'POST'])
def edit_counterparty(cpcode):
cp_form = CounterpartyForm(obj = Counterparties.query.get(cpcode))
if cp_form.is_submitted():
if cp_form.validate():
cp = Counterparties()
cp_form.populate_obj(cp)
return
return render_template('edit_cp.html', form=cp_form)
if __name__=="__main__":
db.init_app(app)
db.drop_all(app=app)
db.create_all(app=app)
add_triggers()
load_counterparties()
app.run(debug=True)
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