1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
|
import pandas as pd
from sqlalchemy.sql import text
import os
import re
from pickle import dumps
def load_counterparties(engine):
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)
counterparties.to_sql('counterparties', engine, if_exists='append', index=False)
def add_triggers(engine):
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()"""))
def bump_rev(filename):
(begin, end) = os.path.splitext(filename)
m = re.search("\srev(\d)$", begin)
rev_number = 1
if m:
rev_number += int(m.groups()[0])
return "{0} rev{1}{2}".format(begin, rev_number, end)
def simple_serialize(obj):
return dumps({c.name: getattr(obj, c.name) for c in obj.__table__.columns})
|