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"""Holder |
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Copyright (c) 2015-2018 Rafael da Silva Rocha |
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Permission is hereby granted, free of charge, to any person obtaining a copy |
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of this software and associated documentation files (the "Software"), to deal |
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in the Software without restriction, including without limitation the rights |
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to use, copy, modify, merge, publish, distribute, sublicense, and/or sell |
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copies of the Software, and to permit persons to whom the Software is |
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furnished to do so, subject to the following conditions: |
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The above copyright notice and this permission notice shall be included in |
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all copies or substantial portions of the Software. |
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THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR |
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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, |
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FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE |
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AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER |
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LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, |
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OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN |
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THE SOFTWARE. |
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""" |
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import copy |
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class Holder(object): |
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"""A holder of subjects. |
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It receives Occurrence objects and update its accumulators |
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with them. The state of each subject in the Portfolio accumulators |
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are updated according to the occurrence. |
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Attributes: |
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subjects: A dict {Subject.symbol: Accumulator}. |
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""" |
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def __init__(self, state=None): |
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self.subjects = {} |
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if state: |
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for subject, subject_state in state.items(): |
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self.subjects[subject.symbol] = Accumulator( |
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subject, |
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subject_state |
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) |
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def accumulate(self, occurrence): |
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"""Update the state of the Portfolio with an occurrence.""" |
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occurrence.update_portfolio(self) |
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self.accumulate_occurrence(occurrence) |
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def accumulate_occurrence(self, occurrence): |
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"""Accumulates an occurrence on its corresponding accumulator.""" |
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if occurrence.subject.symbol not in self.subjects: |
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self.subjects[occurrence.subject.symbol] = Accumulator( |
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occurrence.subject |
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) |
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self.subjects[occurrence.subject.symbol].accumulate(occurrence) |
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class Accumulator(object): |
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"""An accumulator of occurrences with an subject. |
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Accumulators represent the situation of a subject belonging to a |
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Holder. |
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A Holder have multiple Accumulator instances on its subjects list, |
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one for each subject the holder have. |
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An Accumulator object accumualates occurrences of a single subject. |
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Attributes: |
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subject: An subject instance, the subject whose data is being |
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accumulated. |
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date: A string 'YYYY-mm-dd' representing the date of the last |
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status change of the accumulator. |
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state: A dictionary with the initial state of this accumulator. |
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logging: A boolean indicating if the accumulator should log |
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the data passed to accumulate(). |
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log: A dict with all the occurrences performed with the subject, |
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provided that self.logging is True. |
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""" |
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def __init__(self, subject, state=None, logging=True): |
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self.log = {} |
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self.date = None |
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if state: |
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self.set_initial_state(state) |
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else: |
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self.state = subject.get_default_state() |
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self.subject = subject |
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self.logging = logging |
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def set_initial_state(self, state): |
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"""Set the initial state of the Accumulator object.""" |
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self.state = copy.deepcopy(state) |
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if 'date' in state: |
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self.set_initial_state_by_date(state) |
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def set_initial_state_by_date(self, state): |
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"""Set the initial state of the Accumulator object by date.""" |
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self.state.pop('date', None) |
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self.date = state['date'] |
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self.log[state['date']] = {} |
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for key in [x for x in state.keys() if x != 'date']: |
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self.log[state['date']][key] = state[key] |
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def accumulate(self, occurrence): |
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"""Accumulates an occurrence.""" |
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occurrence.update_accumulator(self) |
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if self.logging: |
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self.log_occurrence(occurrence) |
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def log_occurrence(self, operation): |
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"""Log the state of the accumulator. |
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If logging, this method is called behind the scenes every |
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time accumulate() is called. The states are logged by day |
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like this: |
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{ |
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'YYYY-mm-dd': state, |
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... |
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} |
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""" |
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self.log[operation.date] = copy.deepcopy(self.state) |
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rochars /
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