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server.js
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var express = require('express')
, app = express()
, http = require('http')
, server = http.createServer(app)
, io = require('socket.io').listen(server, {log: false})
, file = 'stocks.db'
, fs = require('fs')
, sql = require('sqlite3').verbose()
, db = new sql.Database(file)
, exec = require('child_process').exec
, csv = require('csvtojson').core.Converter
, portID = 0
, indivID = 0
, activityID = 0
, individuals = []
, portfolios = []
, names = []
, validStocks = ["MMM", "ABT", "ACE", "ACN", "ACT", "ADBE", "AES", "AET", "AFL", "A", "GAS", "APD", "ARG", "AKAM", "AA", "ALXN", "ATI", "AGN", "ADS", "ALL",
"ALTR", "MO", "AMZN", "AEE", "AEP", "AXP", "AIG", "AMT", "AMP", "ABC", "AME", "AMGN", "APH", "APC", "ADI", "AON", "APA", "AIV", "AAPL", "AMAT",
"ADM", "AIZ", "T", "ADSK", "ADP", "AN", "AZO", "AVB", "AVY", "AVP", "BHI", "BLL", "BAC", "BK", "BCR", "BAX", "BBT", "BEAM", "BDX", "BBBY", "BMS",
"BBY", "BIIB", "BLK", "HRB", "BA", "BWA", "BXP", "BSX", "BMY", "BRCM", "CHRW", "CA", "CVC", "COG", "CAM", "CPB", "COF", "CAH", "KMX", "CCL", "CAT",
"CBG", "CBS", "CELG", "CNP", "CTL", "CERN", "CF", "SCHW", "CHK", "CVX", "CMG", "CB", "CI", "CINF", "CTAS", "CSCO", "C", "CTXS", "CLF", "CLX", "CME",
"CMS", "COH", "KO", "CCE", "CTSH", "CL", "CMCSA", "CMA", "CSC", "CAG", "COP", "CNX", "ED", "STZ", "GLW", "COST", "COV", "CCI", "CSX", "CMI", "CVS",
"DHI", "DHR", "DRI", "DVA", "DE", "DAL", "DNR", "XRAY", "DVN", "DO", "DTV", "DFS", "DISCA", "DLTR", "D", "DOV", "DOW", "DTE", "DD", "DUK", "DNB",
"ETFC", "EMN", "ETN", "EBAY", "ECL", "EIX", "EW", "EA", "EMC", "EMR", "ESV", "ETR", "EOG", "EQT", "EFX", "EQR", "EL", "EXC", "EXPE", "EXPD", "ESRX",
"XOM", "FFIV", "FDO", "FAST", "FDX", "FIS", "FITB", "FSLR", "FE", "FISV", "FLIR", "FLS", "FLR", "FMC", "FTI", "F", "FRX", "FOSL", "BEN", "FCX", "FTR",
"GME", "GCI", "GPS", "GRMN", "GD", "GE", "GIS", "GPC", "GNW", "GILD", "GS", "GT", "GOOG", "GWW", "HAL", "HOG", "HAR", "HRS", "HIG", "HAS", "HCP", "HCN",
"HP", "HES", "HPQ", "HD", "HON", "HRL", "HSP", "HST", "HCBK", "HUM", "HBAN", "ITW", "IR", "TEG", "INTC", "ICE", "IBM", "IGT", "IP", "IPG", "IFF", "INTU",
"ISRG", "IVZ", "IRM", "JBL", "JEC", "JNJ", "JCI", "JOY", "JPM", "JNPR", "KSU", "K", "KEY", "KMB", "KLAC", "KSS", "KR", "LB", "LLL", "LH", "LRCX", "LM",
"LEG", "LEN", "LUK", "LLY", "LNC", "LLTC", "LMT", "L", "LOW", "LSI", "MTB", "MAC", "M", "MRO", "MAR", "MMC", "MAS", "MA", "MAT", "MKC", "MCD", "MHFI",
"MCK", "MWV", "MDT", "MRK", "MET", "MCHP", "MU", "MSFT", "MHK", "TAP", "MDLZ", "MON", "MNST", "MCO", "MS", "MOS", "MSI", "MUR", "MYL", "NBR", "NDAQ",
"NOV", "NTAP", "NFLX", "NWL", "NFX", "NEM", "NEE", "NKE", "NI", "NE", "NBL", "JWN", "NSC", "NTRS", "NOC", "NU", "NRG", "NUE", "NVDA", "ORLY", "OXY", "OMC",
"OKE", "ORCL", "OI", "PCG", "PCAR", "PLL", "PH", "PDCO", "PAYX", "BTU", "PNR", "PBCT", "POM", "PEP", "PKI", "PRGO", "PETM", "PFE", "PNW", "PXD", "PBI",
"PCL", "PNC", "RL", "PPG", "PPL", "PX", "PCP", "PCLN", "PFG", "PG", "PGR", "PLD", "PRU", "PSA", "PHM", "PVH", "PWR", "QCOM", "DGX", "RRC", "RTN", "RHT",
"REGN", "RF", "RSG", "RAI", "RHI", "ROK", "COL", "ROP", "ROST", "RDC", "R", "SWY", "CRM", "SNDK", "SCG", "SLB", "STX", "SEE", "SRE", "SHW", "SIAL", "SPG",
"SLM", "SJM", "SNA", "SO", "LUV", "SWN", "SE", "STJ", "SWK", "SPLS", "SBUX", "HOT", "STT", "SRCL", "SYK", "STI", "SYMC", "SYY", "TROW", "TGT", "TEL", "TE",
"THC", "TDC", "TSO", "TXN", "TXT", "HSY", "TRV", "TMO", "TIF", "TWX", "TWC", "TJX", "TMK", "TSS", "TSCO", "RIG", "FOXA", "TSN", "TYC", "USB", "UNP", "UNH",
"UPS", "X", "UTX", "UNM", "URBN", "VFC", "VLO", "VAR", "VTR", "VRSN", "VZ", "VRTX", "VIAB", "VNO", "VMC", "WMT", "WAG", "DIS", "GHC", "WM", "WAT", "WLP",
"WFC", "WDC", "WU", "WY", "WHR", "WFM", "WMB", "WIN", "WEC", "WYN", "WYNN", "XEL", "XRX", "XLNX", "XL", "YHOO", "YUM", "ZMH", "ZION"];
// Execute python script: http://nodejs.org/api/child_process.html
// exec('python test.py', function (error, stdout, stderr) {
// console.log('stdout: ' + stdout);
// });
// Set up server port
server.listen(process.env.PORT || 8080);
// Load static files from /public folder
app.use(express.static(__dirname + '/public'));
// http://stackoverflow.com/questions/16949807/how-do-i-get-node-js-to-return-pages-without-file-extensions
app.get('/:file', function (req, res) {
var file = req.params.file;
res.sendfile('public/' + file + '.html');
});
// Allow websockets on Heroku host
io.configure(function () {
io.set("transports", ["xhr-polling"]);
io.set("polling duration", 10);
});
io.of('/user').on('connection', function (socket) {
socket.emit('connected');
socket.on('clear-db', function() {
db.serialize(function() {
var to_delete = ['activity_records', 'indiv_invest_in_stock', 'indiv_invest_in_port',
'port_invest_in_stock', 'individual', 'portfolio'];
for (var j = 0; j < to_delete.length; j++) {
var delete_table = to_delete[j];
db.all("DELETE from " + delete_table, function(err) {
if (err) {
console.log(err);
}
});
}
});
portID = 0;
indivID = 0;
activityID = 0;
individuals = [];
portfolios = [];
names = [];
});
function updateIndividualTotalReturn(x) {
if (x < individuals.length) {
console.log('starting INDIVIDUAL ' + x + ' total return');
totalReturnIndividual(x, function(totalReturn) {
// updating Total Net Worth of Individual
db.get("SELECT * FROM activity_records WHERE Action = 'individual' AND IndivID = " + x, function(err, indiv) {
db.run("UPDATE individual SET Net_Worth = " + totalReturn*indiv.Amt_of_Activity + " WHERE IndivID = " + x);
console.log("UPDATE individual SET Net_Worth = " + totalReturn*indiv.Amt_of_Activity + " WHERE IndivID = " + x);
});
// updating Total Return of Individual
db.run("UPDATE individual SET Total_Return = " + totalReturn + " WHERE IndivID = " + x);
console.log("UPDATE individual SET Total_Return = " + totalReturn + " WHERE IndivID = " + x);
if ((x+1) < individuals.length) {
updateIndividualTotalReturn(x+1);
} else {
updatePortfolioTotalReturn(0);
}
});
}
}
function updatePortfolioTotalReturn(x) {
if (x < portfolios.length) {
console.log('starting PORTFOLIO ' + x + ' total return');
totalReturnPortfolio(x, function(totalReturn) {
// updating Total Net Worth of Portfolio
db.get("SELECT * FROM activity_records WHERE Action = 'fund' AND PortID = " + x, function(err, port) {
db.run("UPDATE portfolio SET Net_Worth = " + totalReturn*port.Amt_of_Activity + " WHERE PortID = " + x);
console.log("UPDATE portfolio SET Net_Worth = " + totalReturn*port.Amt_of_Activity + " WHERE PortID = " + x);
});
// updating Total Return of Portfolio
db.run("UPDATE portfolio SET Total_Return = " + totalReturn + " WHERE PortID = " + x);
console.log("UPDATE portfolio SET Total_Return = " + totalReturn + " WHERE PortID = " + x);
updatePortfolioTotalReturn(x+1);
});
}
}
socket.on('totalreturn-db', function() {
updateIndividualTotalReturn(0);
lowRiskStocks();
});
socket.on('show-stocks', function (data) {
db.serialize(function() {
db.all("SELECT * FROM quotes WHERE StockID='" + data.stock + "' AND Date >= '" + data.start + "' AND Date <= '" + data.end + "'"
, function(err, rows) {
socket.emit('show-stocks-output', rows);
});
});
});
socket.on('show-portfolios', function (data) {
db.serialize(function() {
db.all("SELECT * FROM portfolio WHERE name='" + data.portfolio + "'"
, function(err, rows) {
socket.emit('show-portfolios-output', rows);
});
});
});
socket.on('show-individuals', function (data) {
db.serialize(function() {
db.all("SELECT * FROM individual WHERE name='" + data.individual + "'"
, function(err, rows) {
socket.emit('show-individuals-output', rows);
});
});
});
socket.on('rank-individuals', function (selection) {
var columns;
if (selection == 'Total_Return') {
columns = selection;
} else if (selection == 'Net_Worth') {
columns = 'Cash, Value'; // need to fix later - should be sum of two
} else {
columns = selection; // annualized rate columns?
}
db.serialize(function() {
db.all("SELECT * FROM individual ORDER BY " + columns + " DESC",
function(err, rows) {
console.log(rows);
socket.emit('rank-individuals-output', rows);
});
});
});
socket.on('rank-portfolios', function (selection) {
var columns;
if (selection == 'Total_Return') {
columns = selection;
} else if (selection == 'Net_Worth') {
columns = 'Cash, Value'; // need to fix later - should be sum of two
}
db.serialize(function() {
db.all("SELECT * FROM portfolio ORDER BY " + columns + " DESC",
function(err, rows) {
console.log(rows);
socket.emit('rank-portfolios-output', rows);
});
});
});
socket.on('rank-stocks', function(data) {
if (data == 'Increasing') {
db.serialize(function() {
db.all("SELECT q1.StockID as StockID FROM (SELECT * FROM quotes WHERE Date='2005-01-03' OR Date='2006-01-03' OR Date='2007-01-03' OR " +
"Date='2008-01-02' OR Date='2009-01-02' OR Date='2010-01-04' OR Date='2011-01-03' OR Date='2012-01-03' OR Date='2013-01-02') AS q1, " +
"(SELECT * FROM quotes WHERE Date='2005-01-03' OR Date='2006-01-03' OR Date='2007-01-03' OR " +
"Date='2008-01-02' OR Date='2009-01-02' OR Date='2010-01-04' OR Date='2011-01-03' OR Date='2012-01-03' OR Date='2013-01-02') AS q2 " +
"WHERE q1.StockID = q2.StockID AND q1.AdjClose < q2.AdjClose AND ((q1.Date LIKE '%2005%' AND q2.Date LIKE '%2006%') OR (q1.Date LIKE '%2006%' AND q2.Date LIKE '%2007%') " +
"OR (q1.Date LIKE '%2007%' AND q2.Date LIKE '%2008%') OR (q1.Date LIKE '%2008%' AND q2.Date LIKE '%2009%') OR (q1.Date LIKE '%2009%' AND q2.Date LIKE '%2010%') OR " +
"(q1.Date LIKE '%2010%' AND q2.Date LIKE '%2011%') OR (q1.Date LIKE '%2011%' AND q2.Date LIKE '%2012%') OR (q1.Date LIKE '%2012%' AND q2.Date LIKE '%2013%')) " +
"GROUP BY q1.StockID HAVING count(*)>=8",
function(err, rows) {
console.log("err: " + err);
console.log("rows: " + rows);
// socket.emit('rank-stocks-output', rows);
var increasingStockIDs = [];
for (var i = 0; i < rows.length; i++) {
increasingStockIDs.push("'" + rows[i].StockID + "'");
}
increasingStockIDs = increasingStockIDs.join(" OR StockID = ");
console.log("WHERE StockID = " + increasingStockIDs + " AND ... ");
db.all("SELECT StockID, Date, AdjClose FROM quotes WHERE (StockID = " + increasingStockIDs + ") AND (Date='2005-01-03' OR Date='2006-01-03' OR Date='2007-01-03' OR Date='2008-01-02' " +
"OR Date='2009-01-02' OR Date='2010-01-04' OR Date='2011-01-03' OR Date='2012-01-03' OR Date='2013-01-02')", function(err2, rows2) {
console.log(err2);
console.log(rows2);
socket.emit('rank-stocks-output', rows2);
});
});
});
} else if (data == 'Risk') {
db.serialize(function() {
db.all("SELECT * From company WHERE Risk NOT NULL Order by Risk LIMIT 10", function(err, rows) {
socket.emit('rank-stocks-risk-output', rows);
});
});
}
});
socket.on('request-portfolio-names', function () {
db.serialize(function() {
db.all("SELECT Name FROM portfolio", function(err, rows) {
socket.emit('reply-portfolio-names', rows);
});
});
});
socket.on('request-individual-names', function () {
db.serialize(function() {
db.all("SELECT Name FROM individual", function(err, rows) {
socket.emit('reply-individual-names', rows);
});
});
});
socket.on('upload', function (files) {
function processFile(i) {
if (i < files.length) {
var file = files[i];
var stream = fs.createWriteStream('csv/' + file.name);
stream.once('open', function(fd) {
stream.write(file.data);
stream.end();
});
/*
* Execute ruby script: http://nodejs.org/api/child_process.html
* Sorting each CSV by date
*/
exec('ruby sortscript.rb csv/' + file.name, function (error, stdout, stderr) {
if (error) {
console.log('sort csv error: ' + error);
}
if (stdout) {
console.log(stdout);
}
if (stderr) {
console.log(stderr);
}
console.log('after sort');
// Parsing csv to json. Source: https://www.npmjs.org/package/csvtojson
var fileStream = fs.createReadStream('csv/' + file.name);
//new converter instance
var csvConverter = new csv({constructResult:true});
//end_parsed will be emitted once parsing finished
csvConverter.on("end_parsed",function(jsonObj){
console.log(jsonObj); //here is your result json object
console.log("Finished Parsing jsonObj");
console.log(jsonObj.length);
function rowLoop(row) {
if (row < jsonObj.length) {
console.log('row ' + row);
// for (var row = 0; row < jsonObj.length; row++) {
var action = jsonObj[row].action
, name = jsonObj[row].name
// regex checks for both 05/25/2005 and 2005-05-25 date formats
, date_regex = /^(20((0[5-9])|(1[0-3]))-(0[1-9]|(1[0-2]))-(0[1-9]|([1-3][0-9])))|(((([1-9])|(1[0-2]))\/([1-9]|([1-3][0-9]))\/20((0[5-9])|(1[0-3])))(\s)*)$/
/* jsonObj is an array of objects where each
* objects corresponds to the ordered rows of the uploaded scripts.
* Parameters of the objects are as followed
* - action: {fund / individual / buy / sell / sellbuy}
* - name
* - param3: {cash initialization of fund or individual / StockID / fund name}
* - param4: {date of fund or individual / money amount of transaction / StockID}
* - param5: {null / date of buy, sell or sellbuy}
*/
if (action == 'fund') { // adding fund to portfolio table
db.serialize(function() {
cash = jsonObj[row].param3;
start_date = jsonObj[row].param4;
// If not already in the db && date is within range
if (names.indexOf(name) == -1 && start_date.match(date_regex) != null) {
names.push(name);
// Inserting into db
port_data = [portID, name, start_date, cash, 0, 0, 0];
console.log(port_data);
db.run("INSERT INTO portfolio (PortID, Name, Start_Date, Cash, Value, Total_Return, Net_Worth) VALUES (?, ?, ?, ?, ?, ?, ?);", port_data);
// Inserting activity into db
var activity_data = [activityID, 'fund', cash, start_date, portID, null, null, null];
db.run("INSERT INTO activity_records (ActivityID, Action, Amt_of_Activity, Date_of_Activity, PortID, IndivID, " +
"Stock_Invested_In, Port_Invested_In) VALUES (?,?,?,?,?,?,?,?);", activity_data);
activityID += 1;
/* Inserting into local portfolios array
* All portfolio objs have
* - id: portID
* - value: total value of port (includes individual investment and appreciation)
* - shares_from_indiv: amount invested in port by individuals (this will be an aggregate %tage)
* - beg_val: beginning cash investment of port
*/
new_port = { id: portID
, value: 0
, shares_from_indiv: 0
, cash: Number(cash)
, cash_from_indivs: 0
};
portfolios.push(new_port)
portID += 1;
if ((row+1) < jsonObj.length) {
rowLoop(row+1);
} else {
processFile(i+1);
}
}
});
}
if (action == 'individual') {
db.serialize(function() {
cash = jsonObj[row].param3;
start_date = jsonObj[row].param4;
// If not already in db && date is within range
if (names.indexOf(name) == -1 && start_date.match(date_regex) != null) {
names.push(name);
// Inserting into db
indiv_data = [indivID, name, start_date, cash, 0, 0, 0];
console.log(indiv_data);
db.run("INSERT INTO individual (IndivID, Name, Start_Date, Cash, Value, Total_Return, Net_Worth) VALUES (?, ?, ?, ?, ?, ?, ?);", indiv_data);
// Inserting activity into db
var activity_data = [activityID, 'individual', cash, start_date, null, indivID, null, null];
db.run("INSERT INTO activity_records (ActivityID, Action, Amt_of_Activity, Date_of_Activity, PortID, IndivID, " +
"Stock_Invested_In, Port_Invested_In) VALUES (?,?,?,?,?,?,?,?);", activity_data);
activityID += 1;
/* Inserting into local individuals array
* All individuals objs have
* - id: indivID
* - value: total value of indiv (cash + investments in stocks/ports)
* - beg_val: beginning cash investment of indiv
*/
new_indiv = { id: indivID
, value: 0
, cash: Number(cash)
};
individuals.push(new_indiv)
indivID += 1;
if ((row+1) < jsonObj.length) {
rowLoop(row+1);
} else {
processFile(i+1);
}
}
});
}
//STILL NEED TO UPDATE CASH AND VALUE IN DATABASE
if (action == 'buy') {
//Checks if name is portfolio. If not, find individual.
db.serialize(function() {
var name = jsonObj[row].name,
stockID_or_fundName = jsonObj[row].param3,
cash = jsonObj[row].param4,
start_date = jsonObj[row].param5;
if (start_date.match(date_regex) != null) {
db.all("SELECT PortID FROM portfolio WHERE Name = '" + name + "'",
function(err,name_rows) {
if (name_rows.length == 0) { //if not portfolio then individual
db.all("SELECT IndivID FROM individual WHERE Name = '" + name + "'",
function(err,indiv_rows) {
if(indiv_rows.length == 0) {
console.log("SELECT IndivID FROM individual WHERE Name = '" + name + "'");
console.log("No Find"); //No name in database
} else { //individual buying
db.all("SELECT * FROM portfolio WHERE Name ='" + stockID_or_fundName + "'",
function(err,port_rows) {
if (port_rows.length == 0) {
if (validStocks.indexOf(stockID_or_fundName) != -1) { //individual buying stock
indiv_invest_stock = [stockID_or_fundName, indiv_rows[0].IndivID, start_date];
console.log("indiv invest stock = " + indiv_invest_stock);
db.run("INSERT INTO indiv_invest_in_stock (StockID, IndivID, Invest_In_Stock_Date) VALUES (?, ?, ?);",
indiv_invest_stock);
activity_data = [activityID, "buy", cash, start_date, null, indiv_rows[0].IndivID, stockID_or_fundName, null];
//subtract cash from individual, update value in array
individuals[indiv_rows[0].IndivID].cash -= Number(cash);
individuals[indiv_rows[0].IndivID].value += Number(cash);
//update cash & value in db
db.run("UPDATE individual SET Cash = " + individuals[indiv_rows[0].IndivID].cash + ", Value = " + individuals[indiv_rows[0].IndivID].value
+ " WHERE IndivID = " + indiv_rows[0].IndivID);
console.log('update cash and val in buying: ' + "UPDATE individual SET Cash = " + individuals[indiv_rows[0].IndivID].cash + ", Value = " + individuals[indiv_rows[0].IndivID].value
+ " WHERE IndivID = " + indiv_rows[0].IndivID);
db.run("INSERT INTO activity_records (ActivityID, Action, Amt_of_Activity, Date_of_Activity, PortID, IndivID, " +
"Stock_Invested_In, Port_Invested_In) VALUES (?,?,?,?,?,?,?,?);", activity_data);
activityID += 1;
if ((row+1) < jsonObj.length) {
rowLoop(row+1);
} else {
processFile(i+1);
}
}
//STILL NEED TO UPDATE INDIVIDUAL CASH, ETC
} else { // individual buying portfolio
console.log("** Indiv buying portfolio, updating cash & value of portfolio");
indiv_invest_port = [port_rows[0].PortID, indiv_rows[0].IndivID, start_date];
console.log("indiv invest port = " + indiv_invest_port);
db.run("INSERT INTO indiv_invest_in_port (PortID, IndivID, Invest_In_Port_Date) VALUES (?, ?, ?);", indiv_invest_port);
activity_data = [activityID, "buy", cash, start_date, null, indiv_rows[0].IndivID, null, port_rows[0].PortID];
// updating individuals cash & value after buy
individuals[indiv_rows[0].IndivID].cash -= Number(cash);
individuals[indiv_rows[0].IndivID].value += Number(cash);
portfolios[port_rows[0].PortID].cash_from_indivs += Number(cash);
//update cash & value in db ... STILL NEED TO UPDATE PORTFOLIO
db.run("UPDATE individual SET Cash = " + individuals[indiv_rows[0].IndivID].cash + ", Value = " + individuals[indiv_rows[0].IndivID].value
+ " WHERE IndivID = " + indiv_rows[0].IndivID);
console.log('indiv buy portfolio: ' + "UPDATE individual SET Cash = " + individuals[indiv_rows[0].IndivID].cash + ", Value = " + individuals[indiv_rows[0].IndivID].value
+ " WHERE IndivID = " + indiv_rows[0].IndivID);
// updating portfolios cash & value after individual's investment
db.all("SELECT * FROM port_invest_in_stock WHERE PortID = " + port_rows[0].PortID, function (err, port_stock_rows) {
if (port_stock_rows.length > 0) {
var pctCash = 1,
newCash = portfolios[port_stock_rows[0].PortID].cash;
for (var i = 0; i < port_stock_rows.length; i++) {
pctCash -= port_stock_rows[i].Percent;
portfolios[port_stock_rows[0].PortID].value += port_stock_rows[i].Percent * cash;
}
console.log("updating cash pctCash (" + pctCash + ") * investment (" + cash + ")");
newCash += pctCash * Number(cash);
db.run("UPDATE portfolio SET Cash = " + newCash + ", Value = " + portfolios[port_stock_rows[0].PortID].value + " WHERE PortID = " + port_stock_rows[0].PortID);
portfolios[port_stock_rows[0].PortID].cash = newCash;
} else {
//portfolio owns no stocks, simply increment cash
console.log("Portfolio owns no stocks, updating just orig + investment = " + Number(cash) + " + " + portfolios[port_rows[0].PortID].cash);
portfolios[port_rows[0].PortID].cash += Number(cash);
db.run("UPDATE portfolio SET Cash = " + portfolios[port_rows[0].PortID].cash + " WHERE PortID = " + port_rows[0].PortID);
}
});
db.run("INSERT INTO activity_records (ActivityID, Action, Amt_of_Activity, Date_of_Activity, PortID, IndivID, " +
"Stock_Invested_In, Port_Invested_In) VALUES (?,?,?,?,?,?,?,?);", activity_data);
activityID += 1;
if ((row+1) < jsonObj.length) {
rowLoop(row+1);
} else {
processFile(i+1);
}
}
});
}
});
} else { //portfolio buying stock
if (validStocks.indexOf(stockID_or_fundName) != -1){
var curr_value = Number(portfolios[Number(name_rows[0].PortID)].cash) + Number(portfolios[Number(name_rows[0].PortID)].value);
// db.all("SELECT * FROM activity_records WHERE PortID = '" + name_rows[0].PortID + "' AND Action = 'fund'",
// function (err, activity_rows) {
// init_val = Number(activity_rows[0].Amt_of_Activity);
// });
var percent = cash/curr_value;
console.log('percent: ' + percent + ", which is from cash: " + cash + " divided by curr_value: " + curr_value);
port_invest_data = [percent, stockID_or_fundName, name_rows[0].PortID, start_date];
console.log("port invest data = " + port_invest_data)
db.run("INSERT INTO port_invest_in_stock (Percent, StockID, PortID, Port_Invest_In_Stock_Date) VALUES (?, ?, ?, ?);", port_invest_data);
activity_data = [activityID, "buy", cash, start_date, name_rows[0].PortID, null, stockID_or_fundName, null];
db.run("INSERT INTO activity_records (ActivityID, Action, Amt_of_Activity, Date_of_Activity, PortID, IndivID, " +
"Stock_Invested_In, Port_Invested_In) VALUES (?,?,?,?,?,?,?,?);", activity_data);
activityID += 1;
//subtract cash from portfolio, add to value in array
portfolios[name_rows[0].PortID].cash -= Number(cash);
portfolios[name_rows[0].PortID].value += Number(cash);
db.run("UPDATE portfolio SET Cash = " + portfolios[name_rows[0].PortID].cash + ", Value = " + portfolios[name_rows[0].PortID].value
+ " WHERE PortID = " + name_rows[0].PortID);
if ((row+1) < jsonObj.length) {
rowLoop(row+1);
} else {
processFile(i+1);
}
}
}
});
}
});
}
if (action == 'sell') {
db.serialize(function() {
var name = jsonObj[row].name,
stockID_or_fundName = jsonObj[row].param3,
sell_date = jsonObj[row].param4;
if (sell_date.match(date_regex) != null) { // valid date of transaction
db.all("SELECT PortID FROM portfolio WHERE Name = '" + name + "'",
function (err, port_rows) {
// seller is a portfolio, grab PortID
// console.log(port_rows);
// console.log("stockID_or_fundName: " + stockID_or_fundName);
if (port_rows.length != 0 && validStocks.indexOf(stockID_or_fundName) != -1) {
var PortID = port_rows[0].PortID;
// checking portfolio has invested in said stock & that it is not a portfolio
db.all("SELECT * FROM port_invest_in_stock WHERE PortID = " + PortID + " AND StockID = '" + stockID_or_fundName + "'",
function (err, port_invest_in_stock_rows) {
// portfolio has invested in this stock
if (port_invest_in_stock_rows && port_invest_in_stock_rows.length != 0) {
//parse date to match date format in quotes table
var correctDate;
if (sell_date.indexOf('/') > 0) {
var parsedDate = sell_date.split('/');
if (isNaN(parseInt(parsedDate[2][parsedDate[2].length-1]))) {
correctDate = parsedDate[2].substring(0,parsedDate[2].length-1) + "-";
} else {
correctDate = parsedDate[2] + "-";
}
if (parsedDate[0] < 10)
correctDate = correctDate + "0" + parsedDate[0] + "-";
else
correctDate = correctDate + parsedDate[0] + "-";
if (parsedDate[1] < 10)
correctDate = correctDate + "0" + parsedDate[1];
else
correctDate = correctDate + parsedDate[1];
} else if (sell_date.indexOf('-') > 0) {
correctDate = sell_date;
}
// querying for price of stock now
db.all("SELECT * FROM quotes WHERE StockID = '" + stockID_or_fundName
+ "' AND Date >= '" + correctDate + "' ORDER BY Date LIMIT 1",
function(err, quote_curr_rows) {
if (quote_curr_rows && quote_curr_rows.length != 0) {
var sell_price = Number(quote_curr_rows[0].AdjClose);
var boughtDate = port_invest_in_stock_rows[0].Port_Invest_In_Stock_Date;
var correctDate;
if (boughtDate.indexOf('/') > 0) {
var parsedDate = boughtDate.split('/');
if (isNaN(parseInt(parsedDate[2][parsedDate[2].length-1]))) {
correctDate = parsedDate[2].substring(0,parsedDate[2].length-1) + "-";
} else {
correctDate = parsedDate[2] + "-";
}
if (parsedDate[0] < 10)
correctDate = correctDate + "0" + parsedDate[0] + "-";
else
correctDate = correctDate + parsedDate[0] + "-";
if (parsedDate[1] < 10)
correctDate = correctDate + "0" + parsedDate[1];
else
correctDate = correctDate + parsedDate[1];
} else if (boughtDate.indexOf('-') > 0) {
correctDate = boughtDate;
}
// querying for price when stock was first bought
db.all("SELECT * FROM quotes WHERE StockID = '" + stockID_or_fundName
+ "' AND Date >= '" + correctDate + "' ORDER BY Date LIMIT 1",
function(err, quote_old_rows) {
if (quote_old_rows && quote_old_rows.length != 0) {
old_price = Number(quote_old_rows[0].AdjClose);
ratio = sell_price / old_price;
// querying for original amount of transaction
db.all("SELECT * FROM activity_records WHERE Action = 'buy' AND PortID = " + PortID
+ " AND Stock_Invested_In = '" + stockID_or_fundName + "'", //+ "' AND Date_of_Activity = '" + correctDate + "'",
function(err, activity_rec_rows) {
if (activity_rec_rows.length != 0) {
amt_of_orig_investment = activity_rec_rows[0].Amt_of_Activity;
tot = amt_of_orig_investment * (sell_price / old_price);
// Updating our local portfolio object
portfolios[PortID].cash += tot;
portfolios[PortID].value -= amt_of_orig_investment;
// Updating our database
db.run("UPDATE portfolio SET Cash = " + portfolios[PortID].cash + ", Value = " + portfolios[PortID].value
+ " WHERE PortID = " + PortID);
// Deleting from port_invest_in_stock
db.run("DELETE FROM port_invest_in_stock WHERE PortID = " + PortID + " AND StockID = '"
+ stockID_or_fundName + "'");
// Updating activity records
activity_data = [activityID, "sell", amt_of_orig_investment, sell_date, PortID, null, stockID_or_fundName, null];
db.run("INSERT INTO activity_records (ActivityID, Action, Amt_of_Activity, Date_of_Activity, PortID, IndivID, " +
"Stock_Invested_In, Port_Invested_In) VALUES (?,?,?,?,?,?,?,?);", activity_data);
activityID += 1;
console.log("port sell data = " + activity_data);
if ((row+1) < jsonObj.length) {
rowLoop(row+1);
} else {
processFile(i+1);
}
}
});
}
}
);
}//if quote_curr_rows end
});//SELECT quote_curr_rows end
}//if port_rows.length !=0 end
});//SELECT port_invest_in_stock end
} else { // seller is an individual
console.log("INDIVIDUAL SELL");
db.all("SELECT IndivID FROM individual WHERE Name = '" + name + "'",
function (err, indiv_rows) {
if (indiv_rows.length != 0) {
var IndivID = indiv_rows[0].IndivID;
console.log("INDIV ROWS");
console.log(indiv_rows);
db.all("SELECT * FROM indiv_invest_in_stock WHERE StockID = '" + stockID_or_fundName + "' AND IndivID = " + IndivID,
// db.all("SELECT * FROM indiv_invest_in_stock",// WHERE StockID = 'DOW' AND IndivID = 0",
function(err, indiv_invest_in_stock_rows) {
console.log("indiv invest in stock rows");
console.log(indiv_invest_in_stock_rows);
// indiv selling stock
if (indiv_invest_in_stock_rows.length != 0 && validStocks.indexOf(stockID_or_fundName) != -1) {
//parsing date of sell
var correctDate;
if (sell_date.indexOf('/') > 0) {
var parsedDate = sell_date.split('/');
if (isNaN(parseInt(parsedDate[2][parsedDate[2].length-1]))) {
correctDate = parsedDate[2].substring(0,parsedDate[2].length-1) + "-";
} else {
correctDate = parsedDate[2] + "-";
}
if (parsedDate[0] < 10)
correctDate = correctDate + "0" + parsedDate[0] + "-";
else
correctDate = correctDate + parsedDate[0] + "-";
if (parsedDate[1] < 10)
correctDate = correctDate + "0" + parsedDate[1];
else
correctDate = correctDate + parsedDate[1];
} else if (sell_date.indexOf('-') > 0) {
correctDate = sell_date;
}
db.all("SELECT * FROM quotes WHERE StockID = '" + stockID_or_fundName
+ "' AND Date >= '" + correctDate + "' ORDER BY Date LIMIT 1",
function(err, quote_curr_rows) {
if (quote_curr_rows && quote_curr_rows.length != 0) {
var sell_price = Number(quote_curr_rows[0].AdjClose);
var boughtDate = indiv_invest_in_stock_rows[0].Invest_In_Stock_Date;
var correctDate;
if (boughtDate.indexOf('/') > 0) {
var parsedDate = boughtDate.split('/');
if (isNaN(parseInt(parsedDate[2][parsedDate[2].length-1]))) {
correctDate = parsedDate[2].substring(0,parsedDate[2].length-1) + "-";
} else {
correctDate = parsedDate[2] + "-";
}
if (parsedDate[0] < 10)
correctDate = correctDate + "0" + parsedDate[0] + "-";
else
correctDate = correctDate + parsedDate[0] + "-";
if (parsedDate[1] < 10)
correctDate = correctDate + "0" + parsedDate[1];
else
correctDate = correctDate + parsedDate[1];
} else if (boughtDate.indexOf('-') > 0) {
correctDate = boughtDate;
}
// querying for price when stock was first bought
db.all("SELECT * FROM quotes WHERE StockID = '" + stockID_or_fundName
+ "' AND Date >= '" + correctDate + "' ORDER BY Date LIMIT 1",
function(err, quote_old_rows) {
if (quote_old_rows && quote_old_rows.length != 0) {
console.log("SELECT * FROM quotes WHERE StockID = '" + stockID_or_fundName
+ "' AND Date >= '" + correctDate + "' ORDER BY Date LIMIT 1");
old_price = Number(quote_old_rows[0].AdjClose);
console.log('old_price: ' + old_price);
ratio = sell_price / old_price;
// querying for original amount of transaction
db.all("SELECT * FROM activity_records WHERE Action = 'buy' AND IndivID = " + IndivID
+ " AND Stock_Invested_In = '" + stockID_or_fundName + "'",
function(err, activity_rec_rows) {
if (activity_rec_rows.length != 0) {
amt_of_orig_investment = activity_rec_rows[0].Amt_of_Activity;
console.log('amt_of_orig_investment: ' + amt_of_orig_investment);
tot = amt_of_orig_investment * (sell_price / old_price);
console.log('tot: ' + tot + 'amt of orig * sell: ' + sell_price + '/ old : ' + old_price);
// Updating our local portfolio object
individuals[IndivID].cash += tot;
individuals[IndivID].value -= amt_of_orig_investment;
// Updating our database
db.run("UPDATE individual SET Cash = " + individuals[IndivID].cash + ", Value = " +
individuals[IndivID].value + " WHERE IndivID = " + IndivID);
console.log('individual sell: ' + "UPDATE individual SET Cash = " + individuals[IndivID].cash + ", Value = " +
individuals[IndivID].value + " WHERE IndivID = " + IndivID);
// Deleting from indiv_invest_in_stock
db.run("DELETE FROM indiv_invest_in_stock WHERE IndivID = " + IndivID + " AND StockID = '"
+ stockID_or_fundName + "'");
// Updating activity records
activity_data = [activityID, "sell", amt_of_orig_investment, sell_date, null, IndivID, stockID_or_fundName, null];
db.run("INSERT INTO activity_records (ActivityID, Action, Amt_of_Activity, Date_of_Activity, PortID, IndivID, " +
"Stock_Invested_In, Port_Invested_In) VALUES (?,?,?,?,?,?,?,?);", activity_data);
activityID += 1;
console.log("indiv sell stock data = " + activity_data);
if ((row+1) < jsonObj.length) {
rowLoop(row+1);
} else {
processFile(i+1);
}
}
});
}
});
} else {
rowLoop(row+1);
} // end quote_curr_rows lengh if
}); // end select quotes for quote_curr_rows
} else { // indiv not selling stock, probably selling portfolio
//check if selling portfolio and calculate
var correctDate;
if (sell_date.indexOf('/') > 0) {
var parsedDate = sell_date.split('/');
if (isNaN(parseInt(parsedDate[2][parsedDate[2].length-1]))) {
correctDate = parsedDate[2].substring(0,parsedDate[2].length-1) + "-";
} else {
correctDate = parsedDate[2] + "-";
}
if (parsedDate[0] < 10)
correctDate = correctDate + "0" + parsedDate[0] + "-";
else
correctDate = correctDate + parsedDate[0] + "-";
if (parsedDate[1] < 10)
correctDate = correctDate + "0" + parsedDate[1];
else
correctDate = correctDate + parsedDate[1];
} else if (sell_date.indexOf('-') > 0) {
correctDate = sell_date;
}
db.all("SELECT * FROM indiv_invest_in_port WHERE PortID = " + stockID_or_fundName + " AND IndivID = " + IndivID,
function(err, indiv_invest_in_port_rows) {
console.log("Selling from a stock")
// selling portfolio individual owns
// ELSE ignore overall transaction
if (indiv_invest_in_port_rows.length != 0) {
PortID = indiv_invest_in_port_rows[0].PortID;
console.log("SELECT * FROM port_invest_in_stock WHERE PortID = " + PortID);
db.all("SELECT * FROM port_invest_in_stock WHERE PortID = " + PortID,
function (err, port_invest_in_stock_rows) {
console.log("SELECT * FROM activity_records WHERE IndivID = " + IndivID + " AND PortID = " + PortID + " AND Action = 'buy'");
db.all("SELECT * FROM activity_records WHERE IndivID = " + IndivID + " AND PortID = " + PortID + " AND Action = 'buy'",
function (err, activity_rows) {
// orig amount of investment within fund
orig_amt = activity_rows[0].Amt_of_Activity;
console.log("Original amt of investment: " + orig_amt);
// Percent held in portfolio
percent_held_in_port = orig_amt / (portfolios[PortID].Cash + portfolios[PortID].Value);
console.log("Percent share of port for " + IndivID + " is " + percent_held_in_port);
console.log("Portfolios current total before sell is " + (portfolios[PortID].Cash + portfolios[PortID].Value));
console.log("%tage held by " + IndivID + " in " + PortID + " is percent_held_in_port : " + percent_held_in_port);
// portfolio holds stock
// ELSE portfolio does not have stocks so just decrement its cash value
if (port_invest_in_stock_rows.length != 0) {
indiv_port_total = 0;
tot_percent_of_port_invest_in_stocks = 0;
for (var i = 0; i < port_invest_in_stock_rows.length; i++) {
StockID = port_invest_in_stock[i].StockID;
db.get("SELECT * FROM quotes WHERE StockID = " + StockID + " AND Date = '" + correctDate + "' AND Action = 'sell'",
function(err, quote) {
curr_stock_price = quote.AdjClose;
if (activity_rows.Date_of_Activity.indexOf('/') > 0) {
var parsedDate = sell_date.split('/');
if (isNaN(parseInt(parsedDate[2][parsedDate[2].length-1]))) {
correctDate = parsedDate[2].substring(0,parsedDate[2].length-1) + "-";
} else {
correctDate = parsedDate[2] + "-";
}
if (parsedDate[0] < 10)
correctDate = correctDate + "0" + parsedDate[0] + "-";
else
correctDate = correctDate + parsedDate[0] + "-";
if (parsedDate[1] < 10)
correctDate = correctDate + "0" + parsedDate[1];
else
correctDate = correctDate + parsedDate[1];
} else if (sell_date.indexOf('-') > 0) {
correctDate = sell_date;
}
db.get("SELECT * FROM quotes WHERE StockID = " + StockID + " AND Date = '" + correctDate + "' AND Action = 'buy'",
function(err, old_quote) {
old_stock_price = old_quote.AdjClose;
db.get("SELECT * FROM port_invest_in_stock WHERE StockID = " + StockID + " AND PortID = " + PortID,
function(err, port_invest_in_stock) {
port_pct_in_stock = port_invest_in_stock.Percent;
appreciationRate = curr_stock_price / old_stock_price;
port_curr_val = portfolios[PortID].cash + portfolios[PortID].value;
tot_percent_of_port_invest_in_stocks += port_pct_in_stock;
indiv_port_total += port_pct_in_stock * port_curr_val * percent_held_in_port * appreciationRate;
// On the last stock
if (i == port_invest_in_stock_rows.length - 1) {
portfolios[PortID].value -= indiv_port_total;
portfolios[PortID].cash -= port_curr_val * (1 - tot_percent_of_port_invest_in_stocks) * percent_held_in_port;
indiv_port_total += port_curr_val * (1 - tot_percent_of_port_invest_in_stocks) * percent_held_in_port;
individuals[IndivID].value -= orig_amt;
individuals[IndivID].cash += indiv_port_total;
/*db.run("UPDATE portfolio SET Cash = " + portfolios[name_rows[0].PortID].cash + ", Value = " + portfolios[name_rows[0].PortID].value
+ " WHERE PortID = " + name_rows[0].PortID);*/
db.run("UPDATE portfolio SET Cash = " + portfolios[PortID].cash + ", Value = " + portfolios[PortID].value + " WHERE PortID = " + PortID);
db.run("UPDATE individual SET Cash = " + individuals[IndivID].cash + " WHERE IndivID = " + IndivID);
db.run("UPDATE individual SET Value = " + individuals[IndivID].value + " WHERE IndivID = " + IndivID);
db.run("DELETE FROM indiv_invest_in_port WHERE IndivID = " + IndivID + " AND PortID = " + PortID);
}
});
});
});
}
} else {
// updating cash and value of portfolio & individual who has now sold his share of the fund
individuals[IndivID].cash += orig_amt;
individuals[IndivID].value -= orig_amt;
portfolios[PortID].cash -= orig_amt;
portfolios[PortID].cash_from_indivs -= orig_amt;
// updating cash and value of portfolio & individual who has now sold his share of the fund
db.run("UPDATE individual SET Cash = " + individuals[IndivID].cash + ", Value = " + individuals[IndivID].value + " WHERE IndivID = " + IndivID);
db.run("UPDATE portfolio SET Cash = " + portfolios[PortID].cash);
}
})
});
}
});
console.log("WE MADE IT TO THE END");
if ((row+1) < jsonObj.length) {
rowLoop(row+1);
} else {
processFile(i+1);
}
}
}); // end select from indiv_invest_in_stock
} else {
rowLoop(row+1);
} //end if indiv_rows.length != 0
});// end select individ from individual
}//end else for seller is an individual
}); // end select from portfolio
} // end regex check
}); // end serialize
} // end action == sell
if (action == 'sellbuy') {
if ((row+1) < jsonObj.length) {
rowLoop(row+1);
} else {
processFile(i+1);
}
}
} // end of if statement
} // end of rowLoop() function
rowLoop(0);
socket.emit('finished-upload', file.name);
// processFile(i+1);
}); // end of csvConverter
//read from file
fileStream.pipe(csvConverter);
}); // end of exec statement
} else {
console.log('Uploaded all scripts to the database');
} // end of if statement
} // end of processFile() function
processFile(0);
});
});
// Calculating total return on individual
function totalReturnIndividual(IndivID, callback) {
db.serialize(function(){
var total_return = 0;
var tempPercent;
// querying for all the portfolios the individual invested in
db.all("SELECT * FROM indiv_invest_in_port WHERE IndivID = " + IndivID + "", function (err, rows) {
console.log('in db');
// iterating through portfolios owned
var indiv_total = 0;
var portStocksTotal = 0;
function portfolioLoop(i) {
if (i < rows.length) {
var portID = Number(rows[i].PortID),
// port_total_value = portfolios[portID].value + portfolios[portID].cash + portfolios[portID].cash_from_indivs;
port_total_value = portfolios[portID].value + portfolios[portID].cash;
// portStocksTotal = 0;
// querying for all stocks the portfolio invested in
db.all("SELECT * FROM port_invest_in_stock WHERE PortID = " + portID, function (err, stock_rows){