big breaking changes

Author: leftmove

backend/install.sh

@@ -1,5 +1,5 @@
 sudo systemctl stop uvicorn
 sudo systemctl stop celery
-/usr/bin/uv run python -m celery -A worker.tasks.queue purge -f
+/home/ubuntu/.local/bin/uv run python -m celery -A worker.tasks.queue purge -f
 sudo systemctl restart celery
 sudo systemctl start uvicorn

frontend/components/Hooks/useChanges.jsx

@@ -1,6 +1,111 @@
 import axios from "axios";
 import useSWR from "swr";
 
+function serializeLocalToGlobal(localStock) {
+  const {
+    name,
+    cusip,
+    ticker,
+    sector,
+    industry,
+    class: rights,
+    shares_held,
+    shares_held_str,
+    market_value,
+    market_value_str,
+    sold,
+    update,
+    ratios,
+    records,
+    prices,
+    report_time = "N/A",
+    recent_price = "N/A",
+  } = localStock;
+
+  const {
+    portfolio_percent: portfolio_percentage,
+    portfolio_str: portfolio_percentage_str,
+    ownership_percent: ownership_percentage,
+    ownership_str: ownership_percentage_str,
+  } = ratios;
+
+  const { buy: buy_price, sold: sold_price } = prices;
+
+  const {
+    time: buy_time,
+    time_str: buy_time_str,
+    series: buy_series,
+  } = buy_price;
+
+  const sold_time = sold_price ? sold_price.time : "N/A";
+  const sold_time_str = sold_price ? sold_price.time_str : "N/A";
+  const sold_series = sold_price ? sold_price.series : "N/A";
+
+  const report_date =
+    report_time !== "N/A" ? new Date(report_time * 1000) : "N/A";
+  const report_date_str =
+    report_time !== "N/A"
+      ? `Q${
+          Math.floor(report_date.getMonth() / 3) + 1
+        } ${report_date.getFullYear()}`
+      : "N/A";
+
+  const price_bought = buy_series !== "N/A" ? buy_series.close : "N/A";
+  const price_bought_str = buy_series !== "N/A" ? `$${price_bought}` : "N/A";
+
+  const price_sold = sold_series !== "N/A" ? sold_series.close : "N/A";
+  const price_sold_str = sold_series !== "N/A" ? `$${price_sold}` : "N/A";
+
+  const recent_price_str = recent_price !== "N/A" ? `$${recent_price}` : "N/A";
+
+  const gain_value =
+    recent_price !== "N/A" && price_bought !== "N/A"
+      ? parseFloat(recent_price - price_bought)
+      : "N/A";
+  const gain_percent =
+    gain_value !== "N/A" && price_bought !== "N/A"
+      ? parseFloat((gain_value / price_bought) * 100)
+      : "N/A";
+  const gain_value_str = gain_value !== "N/A" ? gain_value.toFixed(2) : "N/A";
+  const gain_percent_str =
+    gain_percent !== "N/A" ? gain_percent.toFixed(2) : "N/A";
+
+  return {
+    name,
+    cusip,
+    ticker,
+    sector,
+    industry,
+    class: rights,
+    update,
+    sold,
+    recent_price,
+    recent_price_str,
+    buy_price: price_bought,
+    buy_price_str: price_bought_str,
+    sold_price: price_sold,
+    sold_price_str: price_sold_str,
+    shares_held,
+    shares_held_str,
+    market_value,
+    market_value_str,
+    portfolio_percent: portfolio_percentage,
+    portfolio_str: portfolio_percentage_str,
+    ownership_percent: ownership_percentage,
+    ownership_str: ownership_percentage_str,
+    gain_value,
+    gain_value_str,
+    gain_percent,
+    gain_str: gain_percent_str,
+    report_time,
+    report_str: report_date_str,
+    buy_time,
+    buy_str: buy_time_str,
+    sold_time,
+    sold_str: sold_time_str,
+  };
+}
+
 const server = process.env.NEXT_PUBLIC_SERVER;
 const useChanges = (
   cik,
@@ -51,7 +156,7 @@ const useChanges = (
       })
       .catch((e) => console.error(e));
   const { isLoading: loading, error } = useSWR(
-    cik && access ? [server + "/stocks/filing", cik, access, sort] : null,
+    cik && access ? [server + "/stocks/changes", cik, access, sort] : null,
     ([url, cik, access, sort]) => stockFetcher(url, cik, access, sort),
     {
       revalidateOnFocus: false,

frontend/redux/filerSlice.js

@@ -143,6 +143,10 @@ const initialComparisons = initialHeaders.map((h) => {
       return h;
   }
 });
+const initialChanges = [
+  ...initialComparisons,
+  { display: "Value", sort: "value", accessor: "value", active: true },
+];
 const initialSort = {
   sort: "ticker",
   type: "string",
@@ -163,9 +167,9 @@ const initialState = {
   sort: initialSort,
   filings: [],
   timeline: {
-    comparisons: ["primary", "secondary", "main", "buy", "sell"].map(
-      (order) => {
-        // Main is shoe-horned in here. It should be its own slice, but this is easier.
+    comparisons: [
+      ...["primary", "secondary", "main"].map((order) => {
+        // Main is shoe-horned in here. It should be its own slice, but this is easier. Same story for everything except primary and secondary.
         return {
           type: order,
           access: "",
@@ -181,8 +185,25 @@ const initialState = {
           sort: initialSort,
           stocks: [],
         };
-      }
-    ),
+      }),
+      ...["buy", "sell"].map((order) => {
+        return {
+          type: order,
+          access: "",
+          filing: {
+            time: 0,
+            date: "",
+          },
+          report: {
+            time: 0,
+            date: "",
+          },
+          headers: initialComparisons,
+          sort: initialSort,
+          stocks: [],
+        };
+      }),
+    ],
     open: false,
   },
   difference: {