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app.py
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app.py
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"""
heehee
app.py
upload contours to s3 with id problem grade IN problems folder
upload full packet images to s3 with id packet grade IN packets folder
"""
# main imports
import os
import json
from flask import Flask, request, render_template, send_file,jsonify,redirect,send_from_directory #reload
from flask_cors import CORS
import sys
import pandas as pd
from datetime import date,datetime
# display whole book
pd.set_option('display.width', 260)
pd.set_option('display.max_columns', 20)
# in-house
import graphs
import report
import markowitz
from operations import mprint
# Initialize the Flask application
app = Flask(__name__, template_folder="templates")
cors = CORS(app)
print(app.config,flush=True)
# Secret key for passcodes
app.secret_key = b'_5#y2L"g4Q8z\n\xec]/'
images = []
img_form = "{}"
form_params = {}
#stock_symbols # FAQ https://www.portfoliovisualizer.com/faq#dataSources
form_params["Large Cap Growth"] = "VIGRX" # FSPGX
form_params["Large Cap Value"] = "JKD" # FLCOX S&P 500 Value Index
form_params["Small Cap Growth"] = "^RUT"
form_params["Small Cap Value"] = "VISVX" # 500 value index not found
form_params["Mid Cap"] = "MDY" # identical to ^SP400
form_params["International Stock"] = "VGTSX" #VTIAX
form_params["Emerging Mkt Stock"] = "VEMAX"
form_params["Intermediate Gov Bonds"] = "GVI"
form_params["Long Gov Bonds"] = "VUSTX" #ILTB
form_params["Corporate Bonds"] = "LQD" #"CBFSX" # from JP Morgan "^SPBDACPT"
form_params["High Yield Bonds"] = "HYG"
form_params["Municipal Bonds"] = "MUB"
form_params["Foreign Bonds"] = "BNDX" #BNDX
form_params["Emerging Mkt Debt"] = "JEDAX"
form_params["Real Estate"] = "IYR" # from Blackrock, models DJSure very very closely "DJUSRE"
form_params["V.C."] = "VFINX" # looks just like LDVIX but goes back to 1980
form_params["Commodities"] = "GSG" #USCI # US commodity index instead of dow jones intl. very similar models "^DJCI"
form_params["Cash"] = "BIL"
@app.route('/favicon.ico')
def favicon():
return send_from_directory(os.path.join(app.root_path, 'static'), 'favicon.ico', mimetype='image/vnd.microsoft.icon')
########################################
######## HOME PAGE ROUTES #########
########################################
@app.route("/", methods=["GET", "POST"])
@app.route("/finance_home", methods=["GET", "POST"])
def finance_home():
return render_template("finance_home.html")
@app.route("/crm_home", methods=["GET", "POST"])
def crm_home():
return render_template("crm_home.html")
@app.route("/team_home", methods=["GET", "POST"])
def team_home():
return render_template("team_home.html")
########################################
######## FINANCIAL ROUTES #########
########################################
@app.route("/modules", methods=["GET", "POST"])
def load_home():
return render_template('index.html')
def get_book(request):
# get personal info
info = {'risk': request.form.get('risk'),
'name': request.form.get('name'),
'date': str(date.today()),
'birthday': request.form.get('birthday'),
'term': request.form.get('term'),
'firm': 'Greenstar Group',
'end_date': datetime.strptime(request.form.get('date-input'), '%Y-%m-%d').date(),
}
if info['end_date'] is None:
info['end_date'] = date.today()
def latex(v):
return v.replace("^","\\^{}")
def upper_limit_handle(lim):
if lim == '':
return 1
elif "%" in lim:
return round(float(lim[:-1])/100,6)
else:
return round(float(lim)/100,6)
def lower_limit_handle(lim):
if lim == '':
return 0
else:
return upper_limit_handle(lim)
# get columns for dataframe update
asset_map = {v: k for k, v in form_params.items()}
inred = {}
inblue = {}
captable = {}
upperlimit = {}
lowerlimit = {}
for v in form_params:
val = request.form.get(v)
u_lim = request.form.get(v+"X")
l_lim = request.form.get(v+"Y")
ticker = form_params[v]
# not in blue, not in red
if val == '' or int(float(val)) == 0:
captable[ticker] = 0
upperlimit[ticker] = upper_limit_handle(u_lim)
lowerlimit[ticker] = lower_limit_handle(l_lim)
inblue[ticker] = False
# in blue, in red
else:
captable[ticker] = int(float(val))
upperlimit[ticker] = upper_limit_handle(u_lim)
lowerlimit[ticker] = lower_limit_handle(l_lim)
inblue[ticker] = True
if upper_limit_handle(u_lim) == 0:
inred[ticker] = False
else:
inred[ticker] = True
#turn 0's to 1's for limit where there is a value in red
# construct dataframe
book = pd.DataFrame(captable.items(), columns=['ticker', 'allocation'])
book['assetclass'] = book['ticker'].map(asset_map)
book['latex'] = [latex(v) for v in book['ticker']]
book['inred'] = book['ticker'].map(inred)
book['inblue'] = book['ticker'].map(inblue)
book['recommended'] = [0 for i in range(len(form_params))]
book['upperlimit'] = book['ticker'].map(upperlimit)
book['lowerlimit'] = book['ticker'].map(lowerlimit)
# order and sort dataframe
book = book[['assetclass', 'ticker', 'allocation', 'recommended', 'lowerlimit', 'upperlimit', 'inred', 'inblue', 'latex']]
book.sort_values('ticker', inplace=True)
book.reset_index(drop=True, inplace=True)
mprint('book',book)
return book, info
@app.route("/load_graphs", methods=["GET", "POST"])
def load_graphs(tickers=None):
global images
book, info = get_book(request)
# mprint("RISK_LEVEL",int(info['risk']))
images, portfolios, returns, risks = markowitz.markowitz_run(book=book, info=info)
# images, portfolios, returns, risks = markowitz.markowitz_run(book=book, info=info)
vals = {'images': str([img_form.format(i) for i in images]),
'portfolios': str(portfolios),
'returns': str(returns),
'risks': str(risks),
}
return vals
@app.route("/report", methods=["GET", "POST"])
def make_report():
book, info = get_book(request)
report.make_report()
return send_file("/app/pdfs/{} Report.pdf".format(info['name']))
# start flask
if __name__ == "__main__":
# Threaded option to enable multiple instances for multiple user access support
app.run(host="0.0.0.0")