From 2958a4b459128be4bae8feb08285bfbe68577af9 Mon Sep 17 00:00:00 2001 From: Tyler Wilcox Date: Sat, 23 May 2026 16:06:41 -0400 Subject: [PATCH] Initial Commit --- .gitignore | 33 +++++ manage.py | 22 +++ overview/__init__.py | 0 overview/admin.py | 8 ++ overview/apps.py | 6 + overview/migrations/0001_initial.py | 58 ++++++++ ...nt_number_assetholding_ammount_and_more.py | 41 ++++++ ...elete_assetholding_asset_price_and_more.py | 55 ++++++++ overview/migrations/__init__.py | 0 overview/models.py | 29 ++++ overview/templates/overviewbase.html | 27 ++++ overview/templates/portfolio.html | 48 +++++++ overview/tests.py | 3 + overview/urls.py | 8 ++ overview/views.py | 18 +++ stonks/__init__.py | 0 stonks/asgi.py | 16 +++ stonks/settings.py | 125 ++++++++++++++++++ stonks/urls.py | 24 ++++ stonks/wsgi.py | 16 +++ templates/base.html | 37 ++++++ 21 files changed, 574 insertions(+) create mode 100644 .gitignore create mode 100755 manage.py create mode 100644 overview/__init__.py create mode 100644 overview/admin.py create mode 100644 overview/apps.py create mode 100644 overview/migrations/0001_initial.py create mode 100644 overview/migrations/0002_account_name_account_number_assetholding_ammount_and_more.py create mode 100644 overview/migrations/0003_accountholding_delete_assetholding_asset_price_and_more.py create mode 100644 overview/migrations/__init__.py create mode 100644 overview/models.py create mode 100644 overview/templates/overviewbase.html create mode 100644 overview/templates/portfolio.html create mode 100644 overview/tests.py create mode 100644 overview/urls.py create mode 100644 overview/views.py create mode 100644 stonks/__init__.py create mode 100644 stonks/asgi.py create mode 100644 stonks/settings.py create mode 100644 stonks/urls.py create mode 100644 stonks/wsgi.py create mode 100644 templates/base.html diff --git a/.gitignore b/.gitignore new file mode 100644 index 0000000..e88aceb --- /dev/null +++ b/.gitignore @@ -0,0 +1,33 @@ +# Python bytecode and cache +__pycache__/ +*.py[cod] +*$py.class + +# Local environment files +.env +.venv/ +env/ +venv/ +ENV/ + +# Database +db.sqlite3 +*.sqlite3 + +# Static and Media files +static/ +media/ +staticfiles/ + +# Logs +*.log + +# OS-specific files +.DS_Store +Thumbs.db + +# IDEs (optional but recommended) +.vscode/ +.idea/ +*.swp + diff --git a/manage.py b/manage.py new file mode 100755 index 0000000..cc19903 --- /dev/null +++ b/manage.py @@ -0,0 +1,22 @@ +#!/usr/bin/env python +"""Django's command-line utility for administrative tasks.""" +import os +import sys + + +def main(): + """Run administrative tasks.""" + os.environ.setdefault("DJANGO_SETTINGS_MODULE", "stonks.settings") + try: + from django.core.management import execute_from_command_line + except ImportError as exc: + raise ImportError( + "Couldn't import Django. Are you sure it's installed and " + "available on your PYTHONPATH environment variable? Did you " + "forget to activate a virtual environment?" + ) from exc + execute_from_command_line(sys.argv) + + +if __name__ == "__main__": + main() diff --git a/overview/__init__.py b/overview/__init__.py new file mode 100644 index 0000000..e69de29 diff --git a/overview/admin.py b/overview/admin.py new file mode 100644 index 0000000..770d475 --- /dev/null +++ b/overview/admin.py @@ -0,0 +1,8 @@ +from django.contrib import admin + +from .models import Account, AccountHolding, Asset + +# Register your models here. +admin.site.register(Account) +admin.site.register(AccountHolding) +admin.site.register(Asset) diff --git a/overview/apps.py b/overview/apps.py new file mode 100644 index 0000000..5873a8a --- /dev/null +++ b/overview/apps.py @@ -0,0 +1,6 @@ +from django.apps import AppConfig + + +class OverviewConfig(AppConfig): + default_auto_field = "django.db.models.BigAutoField" + name = "overview" diff --git a/overview/migrations/0001_initial.py b/overview/migrations/0001_initial.py new file mode 100644 index 0000000..9887bd2 --- /dev/null +++ b/overview/migrations/0001_initial.py @@ -0,0 +1,58 @@ +# Generated by Django 5.1.13 on 2025-10-31 20:51 + +from django.db import migrations, models + + +class Migration(migrations.Migration): + + initial = True + + dependencies = [] + + operations = [ + migrations.CreateModel( + name="Account", + fields=[ + ( + "id", + models.BigAutoField( + auto_created=True, + primary_key=True, + serialize=False, + verbose_name="ID", + ), + ), + ("balance", models.IntegerField()), + ], + ), + migrations.CreateModel( + name="Asset", + fields=[ + ( + "id", + models.BigAutoField( + auto_created=True, + primary_key=True, + serialize=False, + verbose_name="ID", + ), + ), + ("ticker", models.CharField(max_length=20)), + ], + ), + migrations.CreateModel( + name="AssetHolding", + fields=[ + ( + "id", + models.BigAutoField( + auto_created=True, + primary_key=True, + serialize=False, + verbose_name="ID", + ), + ), + ("ticker", models.CharField(max_length=20)), + ], + ), + ] diff --git a/overview/migrations/0002_account_name_account_number_assetholding_ammount_and_more.py b/overview/migrations/0002_account_name_account_number_assetholding_ammount_and_more.py new file mode 100644 index 0000000..9626690 --- /dev/null +++ b/overview/migrations/0002_account_name_account_number_assetholding_ammount_and_more.py @@ -0,0 +1,41 @@ +# Generated by Django 5.1.13 on 2025-10-31 21:21 + +from django.db import migrations, models + + +class Migration(migrations.Migration): + + dependencies = [ + ("overview", "0001_initial"), + ] + + operations = [ + migrations.AddField( + model_name="account", + name="name", + field=models.TextField(default="Account", max_length=1024), + preserve_default=False, + ), + migrations.AddField( + model_name="account", + name="number", + field=models.TextField(default="0000", max_length=1024), + preserve_default=False, + ), + migrations.AddField( + model_name="assetholding", + name="ammount", + field=models.IntegerField(default=0), + preserve_default=False, + ), + migrations.AlterField( + model_name="asset", + name="ticker", + field=models.TextField(max_length=20), + ), + migrations.AlterField( + model_name="assetholding", + name="ticker", + field=models.TextField(max_length=20), + ), + ] diff --git a/overview/migrations/0003_accountholding_delete_assetholding_asset_price_and_more.py b/overview/migrations/0003_accountholding_delete_assetholding_asset_price_and_more.py new file mode 100644 index 0000000..88bdae6 --- /dev/null +++ b/overview/migrations/0003_accountholding_delete_assetholding_asset_price_and_more.py @@ -0,0 +1,55 @@ +# Generated by Django 5.1.13 on 2025-11-03 01:40 + +import django.db.models.deletion +from django.db import migrations, models + + +class Migration(migrations.Migration): + + dependencies = [ + ("overview", "0002_account_name_account_number_assetholding_ammount_and_more"), + ] + + operations = [ + migrations.CreateModel( + name="AccountHolding", + fields=[ + ( + "id", + models.BigAutoField( + auto_created=True, + primary_key=True, + serialize=False, + verbose_name="ID", + ), + ), + ("ticker", models.TextField(max_length=20)), + ("ammount", models.FloatField()), + ("cost_basis", models.FloatField()), + ("purchase_date", models.DateTimeField()), + ( + "account", + models.ForeignKey( + on_delete=django.db.models.deletion.CASCADE, + to="overview.account", + ), + ), + ], + ), + migrations.DeleteModel( + name="AssetHolding", + ), + migrations.AddField( + model_name="asset", + name="price", + field=models.FloatField(default=0), + preserve_default=False, + ), + migrations.AddField( + model_name="accountholding", + name="asset", + field=models.ForeignKey( + on_delete=django.db.models.deletion.CASCADE, to="overview.asset" + ), + ), + ] diff --git a/overview/migrations/__init__.py b/overview/migrations/__init__.py new file mode 100644 index 0000000..e69de29 diff --git a/overview/models.py b/overview/models.py new file mode 100644 index 0000000..b3d39a5 --- /dev/null +++ b/overview/models.py @@ -0,0 +1,29 @@ +from django.db import models + +# Create your models here. +class Account(models.Model): + name = models.TextField(max_length=1024) + number = models.TextField(max_length=1024) + balance = models.IntegerField() + +class Asset(models.Model): + ticker = models.TextField(max_length=20) + price = models.FloatField() + +class AccountHolding(models.Model): + account = models.ForeignKey(Account, on_delete=models.CASCADE) + asset = models.ForeignKey(Asset, on_delete=models.CASCADE) + ticker = models.TextField(max_length=20) + ammount = models.FloatField() + cost_basis = models.FloatField() + purchase_date = models.DateTimeField() + + def holding_value(self): + return self.ammount * self.asset.price + + def holding_principle(self): + return self.ammount * self.cost_basis + + def holding_gain(self): + return self.holding_value() - self.holding_principle() + diff --git a/overview/templates/overviewbase.html b/overview/templates/overviewbase.html new file mode 100644 index 0000000..3d7d8b3 --- /dev/null +++ b/overview/templates/overviewbase.html @@ -0,0 +1,27 @@ +{% extends "base.html" %} + +{% block title %}Overview{% endblock %} + +{% block content %} + +

This is cool!!!

+ + + +
+ {% for account in accounts %} + +
+
+

{{ account.name }}

+
+
+

${{ account.balance }}

+
+
+ + {% endfor %} +
+ + +{% endblock %} \ No newline at end of file diff --git a/overview/templates/portfolio.html b/overview/templates/portfolio.html new file mode 100644 index 0000000..1fcbfe5 --- /dev/null +++ b/overview/templates/portfolio.html @@ -0,0 +1,48 @@ +{% extends "base.html" %} + +{% block title %}{{ account.name }}{% endblock %} + +{% block content %} + +

This is cool!!!

+ + +
+
+
+
+

Ticker

+
+
+

Value

+
+
+

Amount

+
+
+

Cost Basis

+
+
+
+ {% for holding in holdings %} + +
+
+

{{ holding.asset.ticker }}

+
+
+

${{ holding.holding_value }} ( ${{ holding.holding_gain }} )

+
+
+

{{ holding.ammount }}

+
+
+

${{ holding.cost_basis }}

+
+
+ + {% endfor %} +
+ + +{% endblock %} \ No newline at end of file diff --git a/overview/tests.py b/overview/tests.py new file mode 100644 index 0000000..7ce503c --- /dev/null +++ b/overview/tests.py @@ -0,0 +1,3 @@ +from django.test import TestCase + +# Create your tests here. diff --git a/overview/urls.py b/overview/urls.py new file mode 100644 index 0000000..8101a3d --- /dev/null +++ b/overview/urls.py @@ -0,0 +1,8 @@ +from django.urls import path + +from . import views + +urlpatterns = [ + path("", views.index, name="index"), + path("portfolio/", views.portfolio, name="portfolio"), +] \ No newline at end of file diff --git a/overview/views.py b/overview/views.py new file mode 100644 index 0000000..7f16fde --- /dev/null +++ b/overview/views.py @@ -0,0 +1,18 @@ +from django.http import HttpResponse +from django.shortcuts import render +from .models import Account, AccountHolding + +# Create your views here. + +def index(request): + + accounts = Account.objects.all() + + return render(request, "overviewbase.html", {"accounts": accounts}) + +def portfolio(request, account_id): + + account = Account.objects.get(pk=account_id) + holdings = AccountHolding.objects.filter(account = account) + + return render(request, "portfolio.html", {"account": account, "holdings": holdings}) \ No newline at end of file diff --git a/stonks/__init__.py b/stonks/__init__.py new file mode 100644 index 0000000..e69de29 diff --git a/stonks/asgi.py b/stonks/asgi.py new file mode 100644 index 0000000..e7b0c8d --- /dev/null +++ b/stonks/asgi.py @@ -0,0 +1,16 @@ +""" +ASGI config for stonks project. + +It exposes the ASGI callable as a module-level variable named ``application``. + +For more information on this file, see +https://docs.djangoproject.com/en/5.1/howto/deployment/asgi/ +""" + +import os + +from django.core.asgi import get_asgi_application + +os.environ.setdefault("DJANGO_SETTINGS_MODULE", "stonks.settings") + +application = get_asgi_application() diff --git a/stonks/settings.py b/stonks/settings.py new file mode 100644 index 0000000..0b06255 --- /dev/null +++ b/stonks/settings.py @@ -0,0 +1,125 @@ +""" +Django settings for stonks project. + +Generated by 'django-admin startproject' using Django 5.1.13. + +For more information on this file, see +https://docs.djangoproject.com/en/5.1/topics/settings/ + +For the full list of settings and their values, see +https://docs.djangoproject.com/en/5.1/ref/settings/ +""" + +import os +from pathlib import Path + +# Build paths inside the project like this: BASE_DIR / 'subdir'. +BASE_DIR = Path(__file__).resolve().parent.parent + + +# Quick-start development settings - unsuitable for production +# See https://docs.djangoproject.com/en/5.1/howto/deployment/checklist/ + +# SECURITY WARNING: keep the secret key used in production secret! +SECRET_KEY = "django-insecure-^clw!+&_^f0b6wl^fufnom6!2$g+wc9tcjj-&a)!1yx5k4lffm" + +# 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", + "overview" +] + +MIDDLEWARE = [ + "django.middleware.security.SecurityMiddleware", + "django.contrib.sessions.middleware.SessionMiddleware", + "django.middleware.common.CommonMiddleware", + "django.middleware.csrf.CsrfViewMiddleware", + "django.contrib.auth.middleware.AuthenticationMiddleware", + "django.contrib.messages.middleware.MessageMiddleware", + "django.middleware.clickjacking.XFrameOptionsMiddleware", +] + +ROOT_URLCONF = "stonks.urls" + +TEMPLATES = [ + { + "BACKEND": "django.template.backends.django.DjangoTemplates", + "DIRS": [os.path.join(BASE_DIR, "templates")], + "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", + ], + }, + }, +] + +WSGI_APPLICATION = "stonks.wsgi.application" + + +# Database +# https://docs.djangoproject.com/en/5.1/ref/settings/#databases + +DATABASES = { + "default": { + "ENGINE": "django.db.backends.sqlite3", + "NAME": BASE_DIR / "db.sqlite3", + } +} + + +# Password validation +# https://docs.djangoproject.com/en/5.1/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/5.1/topics/i18n/ + +LANGUAGE_CODE = "en-us" + +TIME_ZONE = "UTC" + +USE_I18N = True + +USE_TZ = True + + +# Static files (CSS, JavaScript, Images) +# https://docs.djangoproject.com/en/5.1/howto/static-files/ + +STATIC_URL = "static/" + +# Default primary key field type +# https://docs.djangoproject.com/en/5.1/ref/settings/#default-auto-field + +DEFAULT_AUTO_FIELD = "django.db.models.BigAutoField" diff --git a/stonks/urls.py b/stonks/urls.py new file mode 100644 index 0000000..4f7ff71 --- /dev/null +++ b/stonks/urls.py @@ -0,0 +1,24 @@ +""" +URL configuration for stonks project. + +The `urlpatterns` list routes URLs to views. For more information please see: + https://docs.djangoproject.com/en/5.1/topics/http/urls/ +Examples: +Function views + 1. Add an import: from my_app import views + 2. Add a URL to urlpatterns: path('', views.home, name='home') +Class-based views + 1. Add an import: from other_app.views import Home + 2. Add a URL to urlpatterns: path('', Home.as_view(), name='home') +Including another URLconf + 1. Import the include() function: from django.urls import include, path + 2. Add a URL to urlpatterns: path('blog/', include('blog.urls')) +""" + +from django.contrib import admin +from django.urls import include, path + +urlpatterns = [ + path("", include("overview.urls"), name="index"), + path("admin/", admin.site.urls), +] diff --git a/stonks/wsgi.py b/stonks/wsgi.py new file mode 100644 index 0000000..c9b73f1 --- /dev/null +++ b/stonks/wsgi.py @@ -0,0 +1,16 @@ +""" +WSGI config for stonks 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/5.1/howto/deployment/wsgi/ +""" + +import os + +from django.core.wsgi import get_wsgi_application + +os.environ.setdefault("DJANGO_SETTINGS_MODULE", "stonks.settings") + +application = get_wsgi_application() diff --git a/templates/base.html b/templates/base.html new file mode 100644 index 0000000..508fdd2 --- /dev/null +++ b/templates/base.html @@ -0,0 +1,37 @@ + + + + + + {% block title %}{% endblock %} - Stonks + + + + + + + +
+ +
+ +
+ {% block content %} + {% endblock %} +
+ + \ No newline at end of file