Add Portfolio Models to Simulateur Platform

[antoinebou12]

Overview

This ticket is to add and integrate the Portfolio models into the Simulateur stock market simulation platform using Django's ORM. The Portfolio models manage the relationships between users, teams, stocks, and transaction histories within the simulation. The objective is to ensure that portfolios are correctly modeled and integrated into the existing system.

Steps to Implement Portfolio Models

1. Add Portfolio Models:

   • Create or update the portfolio.py file in the simulation/models directory with the provided code.

     from django.db import models
     
     class Portfolio(models.Model):
         owner = models.OneToOneField('UserProfile', on_delete=models.CASCADE, null=True, blank=True, related_name='portfolio')
         teams = models.ManyToManyField('Team', related_name='portfolios', blank=True)
         balance = models.DecimalField(max_digits=10, decimal_places=2, default=0.00)
         stocks = models.ManyToManyField('Stock', through='StockPortfolio')
         transactions = models.ManyToManyField('TransactionHistory', related_name='portfolios', blank=True)
     
         def __str__(self):
             return f'Portfolio for {self.owner or self.team}'
     
         class Meta:
             verbose_name_plural = "Portfolios"
     
     class StockPortfolio(models.Model):
         stock = models.ForeignKey('Stock', on_delete=models.CASCADE)
         portfolio = models.ForeignKey('Portfolio', on_delete=models.CASCADE)
         quantity = models.IntegerField(default=0)
     
         class Meta:
             unique_together = ('stock', 'portfolio')

2. Update Existing Models:

   • Ensure that related models such as UserProfile, Team, Stock, and TransactionHistory are correctly defined and import the necessary relations from portfolio.py.

     For example, update UserProfile and Team models if they are not already updated:

     from django.db import models
     
     class UserProfile(models.Model):
         balance = models.FloatField()
         user = models.OneToOneField(User, on_delete=models.CASCADE)
         team = models.ForeignKey('Team', on_delete=models.CASCADE)
     
     class Team(models.Model):
         name = models.CharField(max_length=100)
         members = models.ManyToManyField(UserProfile)

3. Create Migrations:

   • Generate and apply the database migrations to reflect the new and updated models.

     python manage.py makemigrations
     python manage.py migrate

4. Update Admin Interface:

   • Register the new models in the admin interface if needed by updating admin.py:

     from django.contrib import admin
     from .models import Portfolio, StockPortfolio
     
     admin.site.register(Portfolio)
     admin.site.register(StockPortfolio)

5. Test the Integration:

   • Start the Django server and verify that the portfolio models are correctly integrated and functional. Test creating, updating, and retrieving portfolio instances via the admin interface or through the Django shell.

Expected Behavior

The platform should be able to manage user and team portfolios, including the associated stocks and transaction histories. Users should be able to view and manage their portfolios through the appropriate interfaces.

Additional Information

Ensure that the portfolio balance is accurately updated based on transactions and stock holdings. The relationships and constraints defined in the models should be validated to prevent data inconsistencies.