Portfolio Proof of concept

Backend/kobrastocks/__init__.py

@@ -4,7 +4,7 @@
 Path: Backend/kobrastocks/__init__.py
 
 Description:
-Initializes the Flask application and configures key components, including database, encryption, JWT, CORS, and environment variables. Registers main, authentication, and user blueprints for route handling.
+Initializes the Flask application and configures key components, including database, encryption, JWT, CORS, and environment variables. Registers main, authentication, user, and portfolio blueprints for route handling.
 
 Input:
 Environment variables (SECRET_KEY, SQLALCHEMY_DATABASE_URI, JWT_SECRET_KEY)
@@ -23,6 +23,7 @@
 from .routes import main as main_blueprint
 from .auth_routes import auth as auth_blueprint
 from .user_routes import user as user_blueprint
+from .portfolio_routes import portfolio as portfolio_blueprint  # Updated import
 from flask_migrate import Migrate
 from flask_cors import CORS
 from dotenv import load_dotenv
@@ -45,4 +46,5 @@
 # Register blueprints here
 app.register_blueprint(main_blueprint)
 app.register_blueprint(auth_blueprint)
-app.register_blueprint(user_blueprint)
+app.register_blueprint(user_blueprint)
+app.register_blueprint(portfolio_blueprint)

Backend/kobrastocks/models.py

@@ -19,6 +19,7 @@
 from .extensions import db, bcrypt
 from datetime import datetime
 
+
 class User(db.Model):
     __tablename__ = 'users'
 
@@ -34,23 +35,51 @@ class User(db.Model):
 
     favorite_stocks = db.relationship('FavoriteStock', backref='user', lazy=True)
     watched_stocks = db.relationship('WatchedStock', backref='user', lazy=True)
+    portfolio = db.relationship('Portfolio', back_populates='user', uselist=False)
+
 
     def check_password(self, password):
         return bcrypt.check_password_hash(self.password_hash, password)
 
     def set_password(self, password):
         self.password_hash = bcrypt.generate_password_hash(password).decode('utf-8')
 
+
 class FavoriteStock(db.Model):
     __tablename__ = 'favorite_stocks'
 
     id = db.Column(db.Integer, primary_key=True)
     ticker = db.Column(db.String(10), nullable=False)
     user_id = db.Column(db.Integer, db.ForeignKey('users.id'), nullable=False)
 
+
 class WatchedStock(db.Model):
     __tablename__ = 'watched_stocks'
 
     id = db.Column(db.Integer, primary_key=True)
     ticker = db.Column(db.String(10), nullable=False)
     user_id = db.Column(db.Integer, db.ForeignKey('users.id'), nullable=False)
+
+
+class Portfolio(db.Model):
+    __tablename__ = 'portfolios'
+
+    id = db.Column(db.Integer, primary_key=True)
+    created_at = db.Column(db.DateTime, default=datetime.utcnow)
+    user_id = db.Column(db.Integer, db.ForeignKey('users.id'), unique=True)
+
+    # Relationships
+    user = db.relationship('User', back_populates='portfolio')
+    stocks = db.relationship('PortfolioStock', back_populates='portfolio', cascade='all, delete-orphan')
+
+
+class PortfolioStock(db.Model):
+    __tablename__ = 'portfolio_stocks'
+
+    id = db.Column(db.Integer, primary_key=True)
+    ticker = db.Column(db.String(10), nullable=False)
+    amount_invested = db.Column(db.Float, nullable=False)
+    portfolio_id = db.Column(db.Integer, db.ForeignKey('portfolios.id'))
+
+    # Relationships
+    portfolio = db.relationship('Portfolio', back_populates='stocks')

Backend/kobrastocks/portfolio_routes.py

@@ -0,0 +1,86 @@
+"""
+------------------Prologue--------------------
+File Name: portfolio_routes.py
+Path: Backend/kobrastocks/portfolio_routes.py
+
+Description:
+Defines routes for managing the user's portfolio. Includes endpoints for:
+- Retrieving the user's portfolio.
+- Adding a stock to the portfolio.
+- Removing a stock from the portfolio.
+- Getting recommendations for the portfolio based on owned stocks.
+
+Input:
+JSON data for stock tickers and amounts, JWT tokens for authentication.
+
+Output:
+JSON responses with portfolio data, status messages, and recommendations.
+
+Collaborators: Spencer Sliffe
+---------------------------------------------
+"""
+
+from flask import Blueprint, request, jsonify
+from flask_jwt_extended import jwt_required, get_jwt_identity
+from .services import (
+    add_stock_to_portfolio,
+    remove_stock_from_portfolio,
+    get_portfolio,
+    get_portfolio_recommendations
+)
+from .serializers import (
+    portfolio_schema,
+    portfolio_recommendations_schema
+)
+
+portfolio = Blueprint('portfolio', __name__, url_prefix='/api/portfolio')
+
+@portfolio.route('', methods=['GET'])
+@jwt_required()
+def get_user_portfolio():
+    user_id = get_jwt_identity()
+    portfolio_data = get_portfolio(user_id)
+    return jsonify(portfolio_schema.dump({'stocks': portfolio_data})), 200
+
+@portfolio.route('', methods=['POST'])
+@jwt_required()
+def add_stock():
+    user_id = get_jwt_identity()
+    data = request.get_json()
+    ticker = data.get('ticker')
+    amount_invested = data.get('amount_invested')
+
+    if not ticker or amount_invested is None:
+        return jsonify({'message': 'Ticker and amount_invested are required.'}), 400
+
+    success = add_stock_to_portfolio(user_id, ticker, amount_invested)
+    if success:
+        return jsonify({'message': f'{ticker} added to portfolio.'}), 200
+    else:
+        return jsonify({'message': 'Failed to add stock to portfolio.'}), 500
+
+@portfolio.route('/<string:ticker>', methods=['DELETE'])
+@jwt_required()
+def remove_stock(ticker):
+    user_id = get_jwt_identity()
+    success = remove_stock_from_portfolio(user_id, ticker)
+    if success:
+        return jsonify({'message': f'{ticker} removed from portfolio.'}), 200
+    else:
+        return jsonify({'message': 'Failed to remove stock from portfolio.'}), 500
+
+@portfolio.route('/recommendations', methods=['GET'])
+@jwt_required()
+def get_portfolio_recs():
+    user_id = get_jwt_identity()
+    indicators = {
+        'MACD': request.args.get('MACD', 'false').lower() == 'true',
+        'RSI': request.args.get('RSI', 'false').lower() == 'true',
+        'SMA': request.args.get('SMA', 'false').lower() == 'true',
+        'EMA': request.args.get('EMA', 'false').lower() == 'true',
+        'ATR': request.args.get('ATR', 'false').lower() == 'true',
+        'BBands': request.args.get('BBands', 'false').lower() == 'true',
+        'VWAP': request.args.get('VWAP', 'false').lower() == 'true',
+    }
+    recommendations = get_portfolio_recommendations(user_id, indicators)
+    return jsonify(portfolio_recommendations_schema.dump({'recommendations': recommendations})), 200

Backend/kobrastocks/serializers.py

@@ -47,3 +47,30 @@ class ContactFormSchema(Schema):
     message = fields.Str(required=True, validate=validate.Length(min=10))
 
 contact_form_schema = ContactFormSchema()
+
+
+class PortfolioStockSchema(Schema):
+    ticker = fields.Str(required=True)
+    amount_invested = fields.Float(required=True)
+    open_price = fields.Float()
+    close_price = fields.Float()
+    high_price = fields.Float()
+    low_price = fields.Float()
+    volume = fields.Int()
+    name = fields.Str()
+    percentage_change = fields.Float()
+
+
+portfolio_stock_schema = PortfolioStockSchema()
+portfolio_stock_list_schema = PortfolioStockSchema(many=True)
+
+
+class PortfolioSchema(Schema):
+    stocks = fields.Nested(PortfolioStockSchema, many=True)
+
+portfolio_schema = PortfolioSchema()
+
+class PortfolioRecommendationsSchema(Schema):
+    recommendations = fields.Dict(keys=fields.Str(), values=fields.Raw())
+
+portfolio_recommendations_schema = PortfolioRecommendationsSchema()

Backend/kobrastocks/services.py

@@ -37,6 +37,9 @@
 import plotly.graph_objs as go
 from plotly.subplots import make_subplots
 import logging
+
+from . import db
+from .models import PortfolioStock, Portfolio
 from .utils import *
 
 # Configure logging
@@ -538,3 +541,76 @@ def send_email(subject, recipient, body):
     print(f"Sending email to {recipient}")
     print(f"Subject: {subject}")
     print(f"Body: {body}")
+
+
+def get_or_create_portfolio(user_id):
+    portfolio = Portfolio.query.filter_by(user_id=user_id).first()
+    if not portfolio:
+        portfolio = Portfolio(user_id=user_id)
+        db.session.add(portfolio)
+        db.session.commit()
+    return portfolio
+
+def add_stock_to_portfolio(user_id, ticker, amount_invested):
+    try:
+        portfolio = get_or_create_portfolio(user_id)
+        # Check if the stock already exists in the portfolio
+        existing_stock = PortfolioStock.query.filter_by(portfolio_id=portfolio.id, ticker=ticker).first()
+        if existing_stock:
+            existing_stock.amount_invested += amount_invested
+        else:
+            new_stock = PortfolioStock(
+                ticker=ticker.upper(),
+                amount_invested=amount_invested,
+                portfolio=portfolio
+            )
+            db.session.add(new_stock)
+        db.session.commit()
+        return True
+    except Exception as e:
+        logger.error(f"Error adding stock to portfolio: {e}")
+        return False
+
+def remove_stock_from_portfolio(user_id, ticker):
+    try:
+        portfolio = get_or_create_portfolio(user_id)
+        stock = PortfolioStock.query.filter_by(portfolio_id=portfolio.id, ticker=ticker).first()
+        if stock:
+            db.session.delete(stock)
+            db.session.commit()
+            return True
+        else:
+            return False
+    except Exception as e:
+        logger.error(f"Error removing stock from portfolio: {e}")
+        return False
+
+def get_portfolio(user_id):
+    portfolio = get_or_create_portfolio(user_id)
+    stocks = PortfolioStock.query.filter_by(portfolio_id=portfolio.id).all()
+    portfolio_data = []
+    for stock in stocks:
+        stock_data = get_stock_data(stock.ticker)
+        if stock_data:
+            stock_data['amount_invested'] = stock.amount_invested
+            portfolio_data.append(stock_data)
+    return portfolio_data
+
+def get_portfolio_recommendations(user_id, indicators={}):
+    portfolio = get_or_create_portfolio(user_id)
+    stocks = PortfolioStock.query.filter_by(portfolio_id=portfolio.id).all()
+    recommendations = {}
+    for stock in stocks:
+        predictions = get_predictions(
+            stock.ticker,
+            MACD=indicators.get('MACD', False),
+            RSI=indicators.get('RSI', False),
+            SMA=indicators.get('SMA', False),
+            EMA=indicators.get('EMA', False),
+            ATR=indicators.get('ATR', False),
+            BBands=indicators.get('BBands', False),
+            VWAP=indicators.get('VWAP', False)
+        )
+        if predictions:
+            recommendations[stock.ticker] = predictions
+    return recommendations

Backend/migrations/versions/5bc0760514d0_add_portfolio_and_portfoliostock_models.py

@@ -0,0 +1,44 @@
+"""Add Portfolio and PortfolioStock models
+
+Revision ID: 5bc0760514d0
+Revises: 6d99efad94ca
+Create Date: 2024-11-19 12:08:28.887038
+
+"""
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision = '5bc0760514d0'
+down_revision = '6d99efad94ca'
+branch_labels = None
+depends_on = None
+
+
+def upgrade():
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.create_table('portfolios',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('created_at', sa.DateTime(), nullable=True),
+    sa.Column('user_id', sa.Integer(), nullable=True),
+    sa.ForeignKeyConstraint(['user_id'], ['users.id'], ),
+    sa.PrimaryKeyConstraint('id'),
+    sa.UniqueConstraint('user_id')
+    )
+    op.create_table('portfolio_stocks',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('ticker', sa.String(length=10), nullable=False),
+    sa.Column('amount_invested', sa.Float(), nullable=False),
+    sa.Column('portfolio_id', sa.Integer(), nullable=True),
+    sa.ForeignKeyConstraint(['portfolio_id'], ['portfolios.id'], ),
+    sa.PrimaryKeyConstraint('id')
+    )
+    # ### end Alembic commands ###
+
+
+def downgrade():
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.drop_table('portfolio_stocks')
+    op.drop_table('portfolios')
+    # ### end Alembic commands ###

client/src/components/AppNavbar.vue

@@ -21,8 +21,8 @@
       <!-- Account Button -->
       <div v-if="authState.isAuthenticated" class="account-icon">
         <button @click="toggleAccountDrawer">
-          <!-- You can use an icon here instead of text -->
-          Account
+          <!-- Display the user's first name instead of "Account" -->
+          {{ user ? user.first_name : 'Account' }}
         </button>
       </div>
       <div class="hamburger" @click="toggleMenu">☰</div>
@@ -33,6 +33,7 @@
 </template>
 
 <script>
+import axios from 'axios';
 import { authState } from '@/auth';
 import AccountDrawer from '@/components/AccountDrawer.vue';
 
@@ -46,15 +47,41 @@ export default {
       menuVisible: false,
       authState,
       isAccountDrawerVisible: false,
+      user: null, // Added to store user details
     };
   },
+  created() {
+    if (this.authState.isAuthenticated) {
+      this.fetchUserDetails();
+    }
+  },
+  watch: {
+    'authState.isAuthenticated'(newVal) {
+      if (newVal) {
+        this.fetchUserDetails();
+      } else {
+        this.user = null;
+      }
+    },
+  },
   methods: {
     toggleMenu() {
       this.menuVisible = !this.menuVisible;
     },
     toggleAccountDrawer() {
       this.isAccountDrawerVisible = !this.isAccountDrawerVisible;
     },
+    fetchUserDetails() {
+      axios
+        .get('/api/user')
+        .then((response) => {
+          this.user = response.data;
+        })
+        .catch((error) => {
+          console.error('Error fetching user details:', error);
+          // Optionally handle error (e.g., redirect to login)
+        });
+    },
   },
 };
 </script>