1
|
|
|
"""Holder |
2
|
|
|
|
3
|
|
|
Copyright (c) 2015-2018 Rafael da Silva Rocha |
4
|
|
|
|
5
|
|
|
Permission is hereby granted, free of charge, to any person obtaining a copy |
6
|
|
|
of this software and associated documentation files (the "Software"), to deal |
7
|
|
|
in the Software without restriction, including without limitation the rights |
8
|
|
|
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell |
9
|
|
|
copies of the Software, and to permit persons to whom the Software is |
10
|
|
|
furnished to do so, subject to the following conditions: |
11
|
|
|
|
12
|
|
|
The above copyright notice and this permission notice shall be included in |
13
|
|
|
all copies or substantial portions of the Software. |
14
|
|
|
|
15
|
|
|
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR |
16
|
|
|
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, |
17
|
|
|
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE |
18
|
|
|
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER |
19
|
|
|
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, |
20
|
|
|
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN |
21
|
|
|
THE SOFTWARE. |
22
|
|
|
""" |
23
|
|
|
|
24
|
|
|
import copy |
25
|
|
|
|
26
|
|
|
|
27
|
|
|
|
28
|
|
|
class Holder(object): |
|
|
|
|
29
|
|
|
"""A holder of subjects. |
30
|
|
|
|
31
|
|
|
It receives Occurrence objects and update its accumulators |
32
|
|
|
with them. The state of each subject in the Portfolio accumulators |
33
|
|
|
are updated according to the occurrence. |
34
|
|
|
|
35
|
|
|
Attributes: |
36
|
|
|
subjects: A dict {Subject.symbol: Accumulator}. |
37
|
|
|
""" |
38
|
|
|
|
39
|
|
|
def __init__(self, state=None): |
40
|
|
|
self.subjects = {} |
41
|
|
|
if state: |
42
|
|
|
for subject, subject_state in state.items(): |
43
|
|
|
self.subjects[subject.symbol] = Accumulator( |
44
|
|
|
subject, |
45
|
|
|
subject_state |
46
|
|
|
) |
47
|
|
|
|
48
|
|
|
def accumulate(self, occurrence): |
49
|
|
|
"""Update the state of the Portfolio with an occurrence.""" |
50
|
|
|
occurrence.update_portfolio(self) |
51
|
|
|
self.accumulate_occurrence(occurrence) |
52
|
|
|
|
53
|
|
|
def accumulate_occurrence(self, occurrence): |
54
|
|
|
"""Accumulates an occurrence on its corresponding accumulator.""" |
55
|
|
|
if occurrence.subject.symbol not in self.subjects: |
56
|
|
|
self.subjects[occurrence.subject.symbol] = Accumulator( |
57
|
|
|
occurrence.subject |
58
|
|
|
) |
59
|
|
|
self.subjects[occurrence.subject.symbol].accumulate(occurrence) |
60
|
|
|
|
61
|
|
|
|
62
|
|
|
|
63
|
|
|
class Accumulator(object): |
|
|
|
|
64
|
|
|
"""An accumulator of occurrences with an subject. |
65
|
|
|
|
66
|
|
|
Accumulators represent the situation of a subject belonging to a |
67
|
|
|
Holder. |
68
|
|
|
|
69
|
|
|
A Holder have multiple Accumulator instances on its subjects list, |
70
|
|
|
one for each subject the holder have. |
71
|
|
|
|
72
|
|
|
An Accumulator object accumualates occurrences of a single subject. |
73
|
|
|
|
74
|
|
|
Attributes: |
75
|
|
|
subject: An subject instance, the subject whose data is being |
76
|
|
|
accumulated. |
77
|
|
|
date: A string 'YYYY-mm-dd' representing the date of the last |
78
|
|
|
status change of the accumulator. |
79
|
|
|
state: A dictionary with the initial state of this accumulator. |
80
|
|
|
logging: A boolean indicating if the accumulator should log |
81
|
|
|
the data passed to accumulate(). |
82
|
|
|
log: A dict with all the occurrences performed with the subject, |
83
|
|
|
provided that self.logging is True. |
84
|
|
|
""" |
85
|
|
|
|
86
|
|
|
def __init__(self, subject, state=None, logging=True): |
87
|
|
|
self.log = {} |
88
|
|
|
self.date = None |
89
|
|
|
if state: |
90
|
|
|
self.set_initial_state(state) |
91
|
|
|
else: |
92
|
|
|
self.state = subject.get_default_state() |
93
|
|
|
self.subject = subject |
94
|
|
|
self.logging = logging |
95
|
|
|
|
96
|
|
|
def set_initial_state(self, state): |
97
|
|
|
"""Set the initial state of the Accumulator object.""" |
98
|
|
|
self.state = copy.deepcopy(state) |
99
|
|
|
if 'date' in state: |
100
|
|
|
self.set_initial_state_by_date(state) |
101
|
|
|
|
102
|
|
|
def set_initial_state_by_date(self, state): |
103
|
|
|
"""Set the initial state of the Accumulator object by date.""" |
104
|
|
|
self.state.pop('date', None) |
105
|
|
|
self.date = state['date'] |
106
|
|
|
self.log[state['date']] = {} |
107
|
|
|
for key in [x for x in state.keys() if x != 'date']: |
108
|
|
|
self.log[state['date']][key] = state[key] |
109
|
|
|
|
110
|
|
|
def accumulate(self, occurrence): |
111
|
|
|
"""Accumulates an occurrence.""" |
112
|
|
|
occurrence.update_accumulator(self) |
113
|
|
|
if self.logging: |
114
|
|
|
self.log_occurrence(occurrence) |
115
|
|
|
|
116
|
|
|
def log_occurrence(self, operation): |
117
|
|
|
"""Log the state of the accumulator. |
118
|
|
|
|
119
|
|
|
If logging, this method is called behind the scenes every |
120
|
|
|
time accumulate() is called. The states are logged by day |
121
|
|
|
like this: |
122
|
|
|
{ |
123
|
|
|
'YYYY-mm-dd': state, |
124
|
|
|
... |
125
|
|
|
} |
126
|
|
|
""" |
127
|
|
|
self.log[operation.date] = copy.deepcopy(self.state) |
128
|
|
|
|