From c2acb9c93081956725e33808764e35c61cc7b90b Mon Sep 17 00:00:00 2001
From: lxf <sng@luxagraf.net>
Date: Thu, 6 Jan 2022 10:01:13 -0500
Subject: trad: started on simpler forms for updates and added profit to table

---
 app/trading/admin.py                               |  4 +-
 app/trading/forms.py                               | 23 ++++---
 app/trading/migrations/0022_auto_20220104_1551.py  | 22 +++++++
 app/trading/models.py                              | 23 +++++--
 app/trading/templates/trading/base.html            |  2 +-
 .../templates/trading/create_luxoptions_form.html  |  2 +-
 app/trading/templates/trading/list.html            |  2 +
 .../templates/trading/luxoptions_update_form.html  | 70 ++++++++++++++++++++++
 app/trading/urls.py                                |  7 ++-
 app/trading/views.py                               | 48 +++++++++++++--
 10 files changed, 181 insertions(+), 22 deletions(-)
 create mode 100644 app/trading/migrations/0022_auto_20220104_1551.py
 create mode 100644 app/trading/templates/trading/luxoptions_update_form.html

(limited to 'app/trading')

diff --git a/app/trading/admin.py b/app/trading/admin.py
index 3243f53..96e60ee 100644
--- a/app/trading/admin.py
+++ b/app/trading/admin.py
@@ -1,6 +1,6 @@
 from django.contrib import admin
 from django.db import models
-from .models import TradeJrnl, LuxOptionsTrade, LuxTrade, LuxOptionPurchase, LuxOptionContact
+from .models import TradeJrnl, LuxOptionsTrade, LuxTrade, LuxOptionPurchase, LuxOptionContract
 from utils.widgets import AdminImageWidget, LGEntryForm
 
 
@@ -36,7 +36,7 @@ class LuxTradeAdmin(admin.ModelAdmin):
 
 
 class LuxOptionContactInline(admin.StackedInline):
-    model = LuxOptionContact
+    model = LuxOptionContract
     extra = 0
     fieldsets = (
         (None, {
diff --git a/app/trading/forms.py b/app/trading/forms.py
index 60c6de6..cd2128d 100644
--- a/app/trading/forms.py
+++ b/app/trading/forms.py
@@ -1,13 +1,13 @@
 from django import forms
 from django.forms.utils import ValidationError
 
-from .models import LuxOptionContact
+from .models import LuxOptionContract
 
 class LuxOptionsForm(forms.ModelForm):
     contracts = forms.IntegerField()
 
     class Meta:
-        model = LuxOptionContact
+        model = LuxOptionContract
         fields = [
             'symbol', 
             'strike_price',
@@ -17,9 +17,16 @@ class LuxOptionsForm(forms.ModelForm):
             'contracts'
         ]
 
-    def save(self, commit=True):
-        i = 0
-        while i < int(self.cleaned_data['contracts']):
-            print(i, "contracts")
-            i = i+1
-        return super(LuxOptionsForm, self).save(commit=commit)
+
+class LuxOptionsUpdateForm(forms.ModelForm):
+    contracts_to_close = forms.IntegerField()
+
+    class Meta:
+        model = LuxOptionContract
+        fields = [
+            'symbol', 
+            'strike_price',
+            'expiration_date',
+            'contracts_to_close',
+            'contract_close_price',
+        ]
diff --git a/app/trading/migrations/0022_auto_20220104_1551.py b/app/trading/migrations/0022_auto_20220104_1551.py
new file mode 100644
index 0000000..f074f29
--- /dev/null
+++ b/app/trading/migrations/0022_auto_20220104_1551.py
@@ -0,0 +1,22 @@
+# Generated by Django 3.2.7 on 2022-01-04 15:51
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('trading', '0021_auto_20220104_1039'),
+    ]
+
+    operations = [
+        migrations.RenameModel(
+            old_name='LuxOptionContact',
+            new_name='LuxOptionContract',
+        ),
+        migrations.AlterField(
+            model_name='luxoptionpurchase',
+            name='status',
+            field=models.IntegerField(choices=[(0, 'Open'), (1, 'Closed')], default=0),
+        ),
+    ]
diff --git a/app/trading/models.py b/app/trading/models.py
index 720b834..d96970f 100644
--- a/app/trading/models.py
+++ b/app/trading/models.py
@@ -223,8 +223,21 @@ class LuxOptionPurchase(models.Model):
     def __str__(self):
         return str(self.symbol)
 
+    def get_absolute_url(self):
+        return reverse('luxtrade:option-update', kwargs={"pk": self.pk})
+
     def get_contract_count(self):
-        return self.luxoptioncontact_set.count()
+        return self.luxoptioncontract_set.count()
+
+    def profit_loss(self):
+        total = 0
+        for option in self.luxoptioncontract_set.all():
+            if option.contract_close_price:
+                pl = option.contract_close_price - option.contract_open_price
+            else:
+                pl = 0
+            total = total + pl
+        return total*100
 
     @property
     def stop_price(self):
@@ -232,7 +245,7 @@ class LuxOptionPurchase(models.Model):
 
     @property
     def total_invested(self):
-        return round(self.get_contract_count()*(self.luxoptioncontact_set.first().contract_open_price*100))
+        return round(self.get_contract_count()*(self.luxoptioncontract_set.first().contract_open_price*100))
 
     @property
     def trade_risk(self):
@@ -244,11 +257,11 @@ class LuxOptionPurchase(models.Model):
 
     @property
     def sell_half_at(self):
-        return self.luxoptioncontact_set.first().contract_open_price*1.25
+        return self.luxoptioncontract_set.first().contract_open_price*1.25
 
     @property
     def contract_price(self):
-        return self.luxoptioncontact_set.first().contract_open_price
+        return self.luxoptioncontract_set.first().contract_open_price
 
     def save(self, *args, **kwargs):
         if self.status == 1 and not self.close_date:
@@ -259,7 +272,7 @@ class LuxOptionPurchase(models.Model):
         super(LuxOptionPurchase, self).save()
 
 
-class LuxOptionContact(models.Model):
+class LuxOptionContract(models.Model):
     symbol = models.CharField(max_length=256)
     strike_price = models.FloatField()
     expiration_date = models.DateField()
diff --git a/app/trading/templates/trading/base.html b/app/trading/templates/trading/base.html
index 2d6e5da..9b9e6b0 100644
--- a/app/trading/templates/trading/base.html
+++ b/app/trading/templates/trading/base.html
@@ -15,7 +15,7 @@
         <nav>
             <span class="nav-item"><a href="{% url 'luxtrade:list' %}">Home</a></span>
             <span class="nav-item"><a href="{% url 'luxtrade:testtrade' %}">Test Trade</a></span>
-            <span class="nav-item"><a href="{% url 'luxtrade:testoptions' %}">Test Options</a></span>
+            <span class="nav-item"><a href="{% url 'luxtrade:option-create' %}">Test Options</a></span>
             <span class="nav-item"><a href="https://wandererfinancial.com/{% now 'n-j-y'%}-todays-market/" target="_blank">Wanderer</a></span>
             <span class="nav-item"><a href="https://www.tradingview.com/chart/1a1NjVtp/" target="_blank">Trading View</a></span>
             <span class="nav-item"><a href="https://trade.tastyworks.com/index.html#/portfolioPage" target="_blank">Tastyworks</a></span>
diff --git a/app/trading/templates/trading/create_luxoptions_form.html b/app/trading/templates/trading/create_luxoptions_form.html
index 5fff0ae..937f90b 100644
--- a/app/trading/templates/trading/create_luxoptions_form.html
+++ b/app/trading/templates/trading/create_luxoptions_form.html
@@ -1,7 +1,7 @@
 {% extends 'trading/base.html' %}
 {% load typogrify_tags %}
         {% block content %}
-        <form id="id_form" action="{% url 'luxtrade:testoptions' %}" method="post" class="big">{% csrf_token %}
+        <form id="id_form" action="{% url 'luxtrade:option-create' %}" method="post" class="big">{% csrf_token %}
     {% for field in form %}
     <fieldset>
         {{ field.errors }}
diff --git a/app/trading/templates/trading/list.html b/app/trading/templates/trading/list.html
index 3f6c3c0..be9b527 100644
--- a/app/trading/templates/trading/list.html
+++ b/app/trading/templates/trading/list.html
@@ -13,6 +13,7 @@
                   <th>% Portfolio Risk</th>
                   <th>25% profit at</th>
                   <th>Stop</th>
+                  <th>Profit</th>
                   <th>Notes</th>
                 </tr>
             </thead>
@@ -36,6 +37,7 @@
             <td>{{object.portfolio_risk|floatformat:2}}%</td>
             <td>${{object.sell_half_at|floatformat:2}}</td>
             <td>${{object.stop_price|floatformat:2}}</td>
+            <td>${{object.profit_loss|floatformat:2}}</td>
             <td class="notes">
                 {% if object.notes %}
                 <div class="wrapper">
diff --git a/app/trading/templates/trading/luxoptions_update_form.html b/app/trading/templates/trading/luxoptions_update_form.html
new file mode 100644
index 0000000..14c80c3
--- /dev/null
+++ b/app/trading/templates/trading/luxoptions_update_form.html
@@ -0,0 +1,70 @@
+{% extends 'trading/base.html' %}
+{% load typogrify_tags %}
+        {% block content %}
+        <form id="id_form" action="" method="post" class="big">{% csrf_token %}
+    {% for field in form %}
+    <fieldset>
+        {{ field.errors }}
+        {% if field.name == 'status' or field.name == 'call_put' %}
+        <label class="hide" for="id_status">Status:</label>{{ field }}
+        {% else %}
+        {% if field.name == 'strike_price' or field.name == 'expiration_date' %}<div class="hide">{%endif%}
+        {{ field.label_tag }} {{ field }}
+        {% if field.name == 'strike_price' or field.name == 'expiration_date' %}</div>{%endif%}
+        {% endif %}
+        {% if field.help_text %}
+        <p class="help">{{ field.help_text|safe }}</p>
+        {% endif %}
+    </fieldset>
+{% endfor %}
+        <dl>
+            <dt>R/R: </dt><dd id="id_rr"></dd>
+            <dt>% Portfolio: </dt><dd id="id_p_portfolio"></dd>
+            <dt>Risk per contract: </dt><dd id="id_risk_contract"></dd>
+            <dt>Total Risk: </dt><dd id="id_risk_total"></dd>
+            <dt>Total Invested: </dt><dd id="id_total"></dd>
+        </dl>
+    <div class="flex">
+        <input type="submit" name="post" class="btn" value="record purchase"/>
+    </div>
+        </form>
+        {% endblock %}
+
+        {% block js %}
+<script>
+function calcPercentPortfolio() {
+    var entry_price = document.getElementById("id_entry_price").value;
+    var stop_price = document.getElementById("id_stop_price").value;
+    var target_price = document.getElementById("id_target_price").value;
+    var contract_price = document.getElementById("id_contract_price").value;
+    var number_contracts = document.getElementById("id_number_contracts").value;
+    var delta = document.getElementById("id_delta").value;
+    var pp = (contract_price*number_contracts)*100/10000;
+    var total = (contract_price*number_contracts)*100;
+    var rr = (target_price-entry_price)/(entry_price-stop_price);
+    var risk_per = ((entry_price-stop_price)*delta/contract_price)*contract_price*100
+    var total_risk = (risk_per*number_contracts);
+    document.getElementById("id_p_portfolio").innerText = (pp*100).toFixed(2);
+    document.getElementById("id_risk_contract").innerText = "$"+risk_per.toFixed(2); 
+    document.getElementById("id_risk_total").innerText = "$"+total_risk.toFixed(2); 
+    document.getElementById("id_rr").innerText = rr.toFixed(2); 
+    document.getElementById("id_total").innerText = "$"+total.toFixed(2); 
+}
+id_form.addEventListener("input", function (e) {
+    calcPercentPortfolio();
+});
+var form = document.getElementById('id_form');
+function processForm(e) {
+    if (e.preventDefault) e.preventDefault();
+        if(!confirm("Do you really want to do this?")) {
+            return false;
+        }
+        form.submit();
+}
+if (form.attachEvent) {
+    form.attachEvent("submit", processForm);
+} else {
+    form.addEventListener("submit", processForm);
+}
+</script>
+        {% endblock %}
diff --git a/app/trading/urls.py b/app/trading/urls.py
index 6bb486a..912e2c7 100644
--- a/app/trading/urls.py
+++ b/app/trading/urls.py
@@ -18,7 +18,12 @@ urlpatterns = [
     path(
         'options-calc',
         views.LuxOptionPurchaseCreateView.as_view(),
-        name='testoptions'
+        name='option-create'
+    ),
+    path(
+        'trade/options/<pk>',
+        views.LuxOptionsPurchaseEditView.as_view(),
+        name='option-update'
     ),
     path(
         'trade/options/<pk>',
diff --git a/app/trading/views.py b/app/trading/views.py
index b885d7c..69e1ace 100644
--- a/app/trading/views.py
+++ b/app/trading/views.py
@@ -3,8 +3,8 @@ from django.http import HttpResponseRedirect
 from django.views.generic.edit import CreateView, UpdateView
 from utils.views import PaginatedListView
 
-from .models import LuxTrade, LuxOptionsTrade, LuxOptionContact, LuxOptionPurchase
-from .forms import LuxOptionsForm
+from .models import LuxTrade, LuxOptionsTrade, LuxOptionContract, LuxOptionPurchase
+from .forms import LuxOptionsForm, LuxOptionsUpdateForm
 
 
 class LuxTradeListView(PaginatedListView):
@@ -88,7 +88,7 @@ class OptionsModelFormView(CreateView):
 
 
 class LuxOptionPurchaseCreateView(CreateView):
-    model = LuxOptionContact
+    model = LuxOptionContract
     fields = ['symbol']
     success_url = '/trading/'
     template_name = 'trading/create_luxoptions_form.html'
@@ -108,7 +108,7 @@ class LuxOptionPurchaseCreateView(CreateView):
             )
             print(form.cleaned_data['contracts'])
             while i < int(form.cleaned_data['contracts']):
-                c = LuxOptionContact.objects.create(
+                c = LuxOptionContract.objects.create(
                     symbol = form.cleaned_data['symbol'],
                     strike_price = form.cleaned_data['strike_price'],
                     expiration_date = form.cleaned_data['expiration_date'],
@@ -119,3 +119,43 @@ class LuxOptionPurchaseCreateView(CreateView):
                 i = i+1
             return HttpResponseRedirect('/trading/')
         return render(request, 'trading/create_luxoptions_form.html', {'form': form})
+
+class LuxOptionsPurchaseEditView(UpdateView):
+    model = LuxOptionPurchase
+    fields = [
+        'symbol',
+        'close_date',
+        'status'
+    ]
+    success_url = '/trading/'
+    template_name = 'trading/luxoptions_update_form.html'
+
+
+    def get_context_data(self, **kwargs):
+        context = super(LuxOptionsPurchaseEditView, self).get_context_data(**kwargs)
+        obj = LuxOptionPurchase.objects.get(pk=self.object.pk)
+        context['form'] = LuxOptionsUpdateForm()
+        context['object'] = self.object
+        return context
+
+    def post(self, request, *args, **kwargs):
+        form = LuxOptionsForm(request.POST)
+        if form.is_valid():
+            i = 0
+            p = LuxOptionPurchase.objects.get(
+                symbol = form.cleaned_data['symbol'],
+                open_date = form.cleaned_data['open_date'],
+            )
+            print(form.cleaned_data['contracts_to_close'])
+            while i < int(form.cleaned_data['contracts_to_close']):
+                c = LuxOptionContract.objects.get(
+                    symbol = form.cleaned_data['symbol'],
+                    strike_price = form.cleaned_data['strike_price'],
+                    expiration_date = form.cleaned_data['expiration_date'],
+                    contract_open_price = form.cleaned_data['contract_open_price'],
+                    call_put = form.cleaned_data['call_put'],
+                )
+                c.contract_close_price = form.cleaned_data['contract_close_price']
+                c.save()
+            return HttpResponseRedirect('/trading/')
+        return render(request, 'trading/create_luxoptions_form.html', {'form': form})
-- 
cgit v1.2.3-70-g09d2