Coding challenge from 04/23/2016 to 05/01/2016

.gitignore

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+.DS_Store

InvestorPlayground/settings.py

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+"""
+Django settings for InvestorPlayground project.
+
+Generated by 'django-admin startproject' using Django 1.9.5.
+
+For more information on this file, see
+https://docs.djangoproject.com/en/1.9/topics/settings/
+
+For the full list of settings and their values, see
+https://docs.djangoproject.com/en/1.9/ref/settings/
+"""
+
+import os
+
+# Build paths inside the project like this: os.path.join(BASE_DIR, ...)
+BASE_DIR = os.path.dirname(os.path.dirname(os.path.abspath(__file__)))
+
+
+# Quick-start development settings - unsuitable for production
+# See https://docs.djangoproject.com/en/1.9/howto/deployment/checklist/
+
+# SECURITY WARNING: keep the secret key used in production secret!
+SECRET_KEY = ')d!2xd310y)hwj=2oepcqroaqo1%t9t9=7f6rez4bvj#_dq7k%'
+
+# SECURITY WARNING: don't run with debug turned on in production!
+DEBUG = True
+
+ALLOWED_HOSTS = []
+
+
+# Application definition
+
+INSTALLED_APPS = [
+    'django.contrib.admin',
+    'django.contrib.auth',
+    'django.contrib.contenttypes',
+    'django.contrib.sessions',
+    'django.contrib.messages',
+    'django.contrib.staticfiles',
+    'PlaygroundMgmt.apps.PlaygroundmgmtConfig',
+    'rest_framework'
+]
+
+MIDDLEWARE_CLASSES = [
+    'django.middleware.security.SecurityMiddleware',
+    'django.contrib.sessions.middleware.SessionMiddleware',
+    'django.middleware.common.CommonMiddleware',
+    'django.middleware.csrf.CsrfViewMiddleware',
+    'django.contrib.auth.middleware.AuthenticationMiddleware',
+    'django.contrib.auth.middleware.SessionAuthenticationMiddleware',
+    'django.contrib.messages.middleware.MessageMiddleware',
+    'django.middleware.clickjacking.XFrameOptionsMiddleware',
+]
+
+ROOT_URLCONF = 'InvestorPlayground.urls'
+
+TEMPLATES = [
+    {
+        'BACKEND': 'django.template.backends.django.DjangoTemplates',
+        'DIRS': [],
+        'APP_DIRS': True,
+        'OPTIONS': {
+            'context_processors': [
+                'django.template.context_processors.debug',
+                'django.template.context_processors.request',
+                'django.contrib.auth.context_processors.auth',
+                'django.contrib.messages.context_processors.messages',
+            ],
+        },
+    },
+]
+
+# static files will come from here
+STATICFILES_DIRS = (
+    os.path.join(BASE_DIR, "static"),
+    os.path.join(BASE_DIR, "bower_components"),
+    os.path.join(BASE_DIR, "node_modules")
+)
+
+WSGI_APPLICATION = 'InvestorPlayground.wsgi.application'
+
+
+# Database
+# https://docs.djangoproject.com/en/1.9/ref/settings/#databases
+
+DATABASES = {
+    'default': {
+        'ENGINE': 'django.db.backends.postgresql',
+        'NAME': 'investor_playground',
+        'USER': 'investor_playground_user',
+        'PASSWORD': 'investor_playground_pass',
+        'HOST': '127.0.0.1'
+    }
+}
+
+
+# Password validation
+# https://docs.djangoproject.com/en/1.9/ref/settings/#auth-password-validators
+
+AUTH_PASSWORD_VALIDATORS = [
+    {
+        'NAME': 'django.contrib.auth.password_validation.UserAttributeSimilarityValidator',
+    },
+    {
+        'NAME': 'django.contrib.auth.password_validation.MinimumLengthValidator',
+    },
+    {
+        'NAME': 'django.contrib.auth.password_validation.CommonPasswordValidator',
+    },
+    {
+        'NAME': 'django.contrib.auth.password_validation.NumericPasswordValidator',
+    },
+]
+
+
+# Internationalization
+# https://docs.djangoproject.com/en/1.9/topics/i18n/
+
+LANGUAGE_CODE = 'en-us'
+
+TIME_ZONE = 'UTC'
+
+USE_I18N = True
+
+USE_L10N = True
+
+USE_TZ = True
+
+
+# Static files (CSS, JavaScript, Images)
+# https://docs.djangoproject.com/en/1.9/howto/static-files/
+
+STATIC_URL = '/static/'

InvestorPlayground/urls.py

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+"""InvestorPlayground URL Configuration
+
+The `urlpatterns` list routes URLs to views. For more information please see:
+    https://docs.djangoproject.com/en/1.9/topics/http/urls/
+Examples:
+Function views
+    1. Add an import:  from my_app import views
+    2. Add a URL to urlpatterns:  url(r'^$', views.home, name='home')
+Class-based views
+    1. Add an import:  from other_app.views import Home
+    2. Add a URL to urlpatterns:  url(r'^$', Home.as_view(), name='home')
+Including another URLconf
+    1. Import the include() function: from django.conf.urls import url, include
+    2. Add a URL to urlpatterns:  url(r'^blog/', include('blog.urls'))
+"""
+from django.conf.urls import include, url
+from django.contrib import admin
+
+urlpatterns = [
+    url(r'^', include('PlaygroundMgmt.urls')),
+    url(r'^PlaygroundMgmt/', include('PlaygroundMgmt.urls')),
+    url(r'^admin/', admin.site.urls),
+]

InvestorPlayground/wsgi.py

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+"""
+WSGI config for InvestorPlayground project.
+
+It exposes the WSGI callable as a module-level variable named ``application``.
+
+For more information on this file, see
+https://docs.djangoproject.com/en/1.9/howto/deployment/wsgi/
+"""
+
+import os
+
+from django.core.wsgi import get_wsgi_application
+
+os.environ.setdefault("DJANGO_SETTINGS_MODULE", "InvestorPlayground.settings")
+
+application = get_wsgi_application()

PlaygroundMgmt/admin.py

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+from django.contrib import admin
+
+from .models import *
+
+admin.site.register(Instrument)
+admin.site.register(Market)
+admin.site.register(AssetType)
+admin.site.register(Portfolio)
+admin.site.register(Investment)

PlaygroundMgmt/apps.py

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+from __future__ import unicode_literals
+
+from django.apps import AppConfig
+
+
+class PlaygroundmgmtConfig(AppConfig):
+    name = 'PlaygroundMgmt'

PlaygroundMgmt/management/commands/import_instruments.py

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+from django.core.management.base import BaseCommand, CommandError
+from PlaygroundMgmt.models import *
+import csv
+
+class Command(BaseCommand):
+  help = 'Import CSV from instruments. E.g: Coding challenge provided Stock List'
+
+  def add_arguments(self, parser):
+      parser.add_argument('file', nargs='+', type=str)
+
+  def renderInstrument(self, row):
+    market_name = row[2] # find the market name
+    try:
+      _market = Market.objects.get(name = market_name)
+    except Market.DoesNotExist: # this market will be created
+      _market = Market(name = market_name)
+      _market.save()
+
+    asset_type = row[3] # find the asset_type in csv
+    try:
+      _asset = AssetType.objects.get(name = asset_type)
+    except AssetType.DoesNotExist: # this asset type will be created
+      _asset = AssetType(name = asset_type)
+      _asset.save()
+
+    _ticker = row[0] # ticker
+    _name = row[1] # stock name
+
+    ins = Instrument(ticker = _ticker, name = _name, market = _market, asset_type = _asset)
+    print('adding: ', ins.name)
+    ins.save()
+
+  def handle(self, *args, **options):
+    filename = options['file'][0]
+
+    self.stdout.write("Looking to import from: " + filename)
+    with open(filename, 'rb') as csvfile:
+      rows = csv.reader(csvfile, delimiter=',')
+      i = 0
+      for row in rows:
+        if i > 0:
+          self.renderInstrument(row)
+        i += 1
+
+      print 'processed ' + str(i) + ' instruments'
+
+
+

PlaygroundMgmt/migrations/0001_initial.py

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+# -*- coding: utf-8 -*-
+# Generated by Django 1.9.5 on 2016-04-27 17:56
+from __future__ import unicode_literals
+
+from django.conf import settings
+from django.db import migrations, models
+import django.db.models.deletion
+
+
+class Migration(migrations.Migration):
+
+    initial = True
+
+    dependencies = [
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name='AssetType',
+            fields=[
+                ('id', models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('name', models.CharField(max_length=200)),
+            ],
+        ),
+        migrations.CreateModel(
+            name='Instrument',
+            fields=[
+                ('id', models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('ticker', models.CharField(max_length=200)),
+                ('name', models.CharField(max_length=200)),
+                ('asset_type', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to='PlaygroundMgmt.AssetType')),
+            ],
+        ),
+        migrations.CreateModel(
+            name='Investment',
+            fields=[
+                ('id', models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('size', models.DecimalField(decimal_places=2, max_digits=3)),
+                ('instrument', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to='PlaygroundMgmt.Instrument')),
+            ],
+        ),
+        migrations.CreateModel(
+            name='Market',
+            fields=[
+                ('id', models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('name', models.CharField(max_length=200)),
+            ],
+        ),
+        migrations.CreateModel(
+            name='Portfolio',
+            fields=[
+                ('id', models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('name', models.CharField(max_length=200)),
+                ('instruments', models.ManyToManyField(through='PlaygroundMgmt.Investment', to='PlaygroundMgmt.Instrument')),
+                ('user', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to=settings.AUTH_USER_MODEL)),
+            ],
+        ),
+        migrations.AddField(
+            model_name='investment',
+            name='portfolio',
+            field=models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to='PlaygroundMgmt.Portfolio'),
+        ),
+        migrations.AddField(
+            model_name='instrument',
+            name='market',
+            field=models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to='PlaygroundMgmt.Market'),
+        ),
+    ]

PlaygroundMgmt/models.py

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+from __future__ import unicode_literals
+
+from django.db import models
+from django.contrib.auth.models import User
+
+# Types of assets 
+class AssetType(models.Model):
+  name = models.CharField(max_length = 200)
+
+  def __str__(self):
+    return self.name
+
+# Types of Markets
+class Market(models.Model):
+  name = models.CharField(max_length = 200)
+
+  def __str__(self):
+    return self.name
+
+# Basic instrument model
+class Instrument(models.Model):
+  ticker = models.CharField(max_length = 200)
+  name = models.CharField(max_length = 200)
+  market = models.ForeignKey(Market)
+  asset_type = models.ForeignKey(AssetType)
+
+  def __str__(self):
+    return self.name  
+
+# Portfolio, linked to a User
+class Portfolio(models.Model):
+  user = models.ForeignKey(User)
+  name = models.CharField(max_length = 200)
+  instruments = models.ManyToManyField(Instrument, through = 'Investment')
+
+  def __str__(self):
+    return self.name
+
+  class Meta:
+  	ordering = ['id']
+
+# Investments are the set of instruments an investor
+# places in his portfolio
+class Investment(models.Model):
+  portfolio = models.ForeignKey(Portfolio, on_delete = models.CASCADE)
+  instrument = models.ForeignKey(Instrument, on_delete = models.CASCADE)
+  size = models.DecimalField(max_digits = 3, decimal_places = 2)
+
+  def __str__(self):
+    return self.portfolio.user.username + ' [id:' + str(self.portfolio.user.id) + ']' + \
+      ' > ' + self.portfolio.name + ' [id:' + str(self.portfolio.id) + ']' + ' > ' + \
+      self.instrument.name + ' [id:' + str(self.instrument.id) + ']'

PlaygroundMgmt/serializers.py

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+from rest_framework import serializers
+from .models import AssetType
+
+class AssetTypeSerializer(serializers.ModelSerializer):
+	class Meta:
+		model = AssetType
+		fields = ('id', 'name')