# report.py

#

# Exercise 3.18 4.4

# import csv

# from pprint import pprint

from fileparse import parse_csv

from portfolio import Portfolio

from stock import Stock

import tableformat

def read_prices(filename):

"""

Reads stock prices from a CSV file (stockname, price).

Returns a dictionary mapping stock names to prices.

"""

with open(filename) as f:

prices = parse_csv(f, types=[str,float], has_headers=False)

return dict(prices)

def read_portfolio(filename, **opts):

"""

Reads a stock portfolio from a CSV file with handling for missing files.

Returns a list of Stock objects.

"""

with open(filename) as f:

portdicts = parse_csv(f,

select=['name','shares','price'],

types=[str, int, float],

**opts)

# stock_data = [ Stock(d['name'], d['shares'], d['price']) for d in portdicts]

stock_data = [ Stock(**d) for d in portdicts]

return Portfolio(stock_data)

def make_report(portfolio, prices):

'''

Returns a list of tuples containing (name, shares, current price, gain/loss) for each stock in the portfolio.

:param portfolio: list of Stock objects representing the portfolio

:param prices: dictionary mapping stock names to current prices

'''

report = []

for stock in portfolio:

name = stock.name

shares = int(stock.shares)

purchase_price = float(stock.price)

current_price = prices.get(name, 0.0) # this is why prices must be a dict, not a list

gain_loss = (current_price - purchase_price)

report.append((name, shares, current_price, gain_loss))

return report

def print_report(reportdata, formatter):

'''

Print a nicely formatted table from a list of (name, shares, price, change) tuples.

:param reportdata: dictionary of data

:param formatter: Description

'''

formatter.headings(['Name','Shares','Price ($)','Change ($)'])

# for name, shares, price, change in reportdata:

# dollar_price = f'${price:0.2f}'

# print(f'{name:>10s} {shares:>10d} {dollar_price:>10s} {change:>10.2f}')

for name, shares, price, change in reportdata:

rowdata = [ name, str(shares), f'{price:0.2f}', f'{change:0.2f}' ]

formatter.row(rowdata)

def portfolio_report(portfolio_file, prices_file, fmt='txt'):

'''

Generates and prints a report of the portfolio with current prices and gain/loss.

:param portfolio_file: a file containing the portfolio data (stock name, shares, purchase price)

:param prices_file: a file containing the current stock prices (stock name, price)

'''

# Read current prices and portfolio data

curr_prices = read_prices(prices_file)

portfolio = read_portfolio(portfolio_file)

if portfolio is None:

return # Exit if portfolio file was not found

# Generate the report data

report = make_report(portfolio, curr_prices)

# Print the report using a table formatter

formatter = tableformat.create_formatter(fmt)

print_report(report, formatter)

def main(argv):

pf_file = argv[1]

price_file = argv[2]

fmt = argv[3] if len(argv) > 3 else 'txt' # Default to 'txt' if format is not provided

portfolio_report(pf_file, price_file, fmt)

if __name__ == '__main__':

import sys

# print('this prints when file is executed as main, not imported')

if len(sys.argv) not in [3, 4]:

raise SystemExit(f'Usage: {sys.argv[0]} ' 'portfile pricefile [format]')

main(sys.argv)