RolandWH/SIPPCompare
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begin implementation of sqlite database

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Roland W-H
2025-04-14 16:25:21 +01:00
parent 1234008813
commit df436fa2b2
8 changed files with 360 additions and 9 deletions
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106
src/db_handler.py Normal file
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@ -0,0 +1,106 @@
import os
import sqlite3
class DBHandler:
def __init__(self):
def create_tables():
self.cur.execute("""
CREATE TABLE "tblPlatforms" (
"PlatformID" INTEGER NOT NULL UNIQUE,
"PlatformName" TEXT NOT NULL,
PRIMARY KEY("PlatformID")
)
""")
self.cur.execute("""
CREATE TABLE "tblFlatPlatFees" (
"PlatformID" INTEGER NOT NULL,
"SharePlatFee" REAL NOT NULL,
"SharePlatMaxFee" REAL,
PRIMARY KEY("PlatformID"),
FOREIGN KEY("PlatformID") REFERENCES "tblPlatforms"("PlatformID")
)
""")
self.cur.execute("""
CREATE TABLE "tblFlatDealFees" (
"PlatformID" INTEGER NOT NULL,
"FundDealFee" REAL,
"ShareDealFee" REAL NOT NULL,
"ShareDealReduceTrades" REAL,
"ShareDealReduceAmount" REAL,
PRIMARY KEY("PlatformID"),
FOREIGN KEY("PlatformID") REFERENCES "tblPlatforms"("PlatformID")
)
""")
self.cur.execute("""
CREATE TABLE "tblFundPlatFee" (
"PlatformID" INTEGER NOT NULL,
"Band" REAL NOT NULL,
"Fee" REAL NOT NULL,
PRIMARY KEY("PlatformID","Band","Fee"),
FOREIGN KEY("PlatformID") REFERENCES "tblPlatforms"("PlatformID")
)
""")
self.cur.execute("""
CREATE TABLE "tblUserDetails" (
"PensionValue" REAL,
"SliderValue" INTEGER,
"ShareTrades" INTEGER,
"FundTrades" INTEGER
)
""")
if not os.path.exists("SIPPCompare.db"):
db_exists = False
else:
db_exists = True
self.conn = sqlite3.connect("SIPPCompare.db")
self.cur = self.conn.cursor()
if not db_exists:
create_tables()
def retrieve_plat_list(self) -> list:
res = self.cur.execute("SELECT PlatformName FROM tblPlatforms")
res_list = res.fetchall()
plat_name_list = []
for platform in res_list:
plat_name_list.append(platform[0])
return plat_name_list
def write_user_details(self, pension_val: float, slider_val: int, share_trades: int, fund_trades: int):
user_details_data = (pension_val, slider_val, share_trades, fund_trades)
res = self.cur.execute("SELECT EXISTS(SELECT 1 FROM tblUserDetails)").fetchone()
if res[0] == 0:
self.cur.execute("INSERT INTO tblUserDetails VALUES (?, ?, ?, ?)", user_details_data)
else:
self.cur.execute("""
UPDATE tblUserDetails SET
PensionValue = ?,
SliderValue = ?,
ShareTrades = ?,
FundTrades = ?
""", user_details_data)
self.conn.commit()
def retrieve_user_details(self) -> dict:
res = self.cur.execute("SELECT EXISTS(SELECT 1 FROM tblUserDetails)").fetchone()
if res[0] == 0:
return {"NO_RECORD": None}
res = self.cur.execute("SELECT * FROM tblUserDetails")
res_tuple = res.fetchone()
user_details_dict = {
"pension_val": res_tuple[0],
"slider_val": res_tuple[1],
"share_trades": res_tuple[2],
"fund_trades": res_tuple[3]
}
return user_details_dict

30
src/main_window.py
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@ -3,7 +3,9 @@ from PyQt6.QtWidgets import QMainWindow, QWidget
from PyQt6 import uic
import output_window
import platform_list
import resource_finder
import db_handler
class SIPPCompare(QMainWindow):
@ -33,13 +35,16 @@ class SIPPCompare(QMainWindow):
self.share_deal_fees = 0.0
# Create window objects
self.db = db_handler.DBHandler()
self.platform_win = plat_edit_win
self.platform_list_win = platform_list.PlatformList(self.db)
self.output_win = output_window.OutputWindow()
# Handle events
self.calc_but.clicked.connect(self.calculate_fees)
# Menu bar entry (File -> Edit Platforms)
self.actionEdit_Platforms.triggered.connect(self.show_platform_edit)
#self.actionEdit_Platforms.triggered.connect(self.show_platform_edit)
self.actionList_Platforms.triggered.connect(self.show_platform_list)
# Update percentage mix label when slider moved
self.mix_slider.valueChanged.connect(self.update_slider_lab)
self.value_input.valueChanged.connect(self.check_valid)
@ -50,6 +55,15 @@ class SIPPCompare(QMainWindow):
self.share_trades_combo.setValidator(QIntValidator(0, 999))
self.fund_trades_combo.setValidator(QIntValidator(0, 99))
# Restore last session
prev_session_data = self.db.retrieve_user_details()
if "NO_RECORD" not in prev_session_data:
self.value_input.setValue(prev_session_data["pension_val"])
self.mix_slider.setValue(prev_session_data["slider_val"])
self.share_trades_combo.setCurrentText(str(prev_session_data["share_trades"]))
self.fund_trades_combo.setCurrentText(str(prev_session_data["fund_trades"]))
self.calc_but.setFocus()
# Display slider position as mix between two nums (funds/shares)
def update_slider_lab(self):
slider_val = self.mix_slider.value()
@ -100,13 +114,18 @@ class SIPPCompare(QMainWindow):
# Calculate fees
def calculate_fees(self):
self.init_variables()
# Set to zero each time to avoid persistence
self.fund_plat_fees = 0
# Get user input
value_num = float(self.value_input.value())
# Funds/shares mix
slider_val: int = self.mix_slider.value()
funds_value = (slider_val / 100) * value_num
fund_trades_num = int(self.fund_trades_combo.currentText())
share_trades_num = int(self.share_trades_combo.currentText())
# Funds/shares mix
funds_value = (slider_val / 100) * value_num
if self.fund_deal_fee is not None:
self.fund_deal_fees = fund_trades_num * self.fund_deal_fee
@ -130,13 +149,13 @@ class SIPPCompare(QMainWindow):
else:
self.share_plat_fees = self.share_plat_fee * shares_value
share_trades_num = int(self.share_trades_combo.currentText())
if self.share_deal_reduce_trades is not None:
if (share_trades_num / 12) >= self.share_deal_reduce_trades:
self.share_deal_fees = self.share_deal_reduce_amount * share_trades_num
else:
self.share_deal_fees = self.share_deal_fee * share_trades_num
self.db.write_user_details(value_num, slider_val, share_trades_num, fund_trades_num)
self.show_output_win()
# Show the output window - this func is called from calculate_fee()
@ -151,3 +170,6 @@ class SIPPCompare(QMainWindow):
# Show the platform editor window (currently run-time only)
def show_platform_edit(self):
self.platform_win.show()
def show_platform_list(self):
self.platform_list_win.show()

2
src/platform_edit.py
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@ -93,7 +93,7 @@ class PlatformEdit(QWidget):
QRegularExpressionValidator(QRegularExpression("\\w*"))
)
def create_plat_fee_struct(self):
def create_plat_fee_struct(self) -> list:
plat_fee_struct = [[0], [0]]
plat_fee_struct[0].append(self.first_tier_box.value())
plat_fee_struct[1].append(self.first_tier_fee_box.value())

44
src/platform_list.py Normal file
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@ -0,0 +1,44 @@
from PyQt6.QtWidgets import QWidget, QListWidgetItem
from PyQt6.QtGui import QIcon, QRegularExpressionValidator
from PyQt6.QtCore import QRegularExpression
from PyQt6 import uic
import resource_finder
class PlatformRename(QWidget):
def __init__(self):
super().__init__()
# Import Qt Designer UI XML file
uic.loadUi(resource_finder.get_res_path("gui/dialogs/platform_rename.ui"), self)
self.setWindowIcon(QIcon(resource_finder.get_res_path("icon2.ico")))
# Set validators
# Regex accepts any characters that match [a-Z], [0-9] or _
self.rename_plat_box.setValidator(
QRegularExpressionValidator(QRegularExpression("\\w*"))
)
class PlatformList(QWidget):
def __init__(self, db):
super().__init__()
# Import Qt Designer UI XML file
uic.loadUi(resource_finder.get_res_path("gui/platform_list.ui"), self)
self.setWindowIcon(QIcon(resource_finder.get_res_path("icon2.ico")))
self.plat_list_dialog = PlatformRename()
self.db = db
self.plat_name_list = self.db.retrieve_plat_list()
print(self.plat_name_list)
for platform in self.plat_name_list:
item = QListWidgetItem()
item.setText(platform)
self.platListWidget.addItem(item)
# Handle events
self.add_plat_but.clicked.connect(self.add_platform)
def add_platform(self):
self.plat_list_dialog.show()

2
src/resource_finder.py
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@ -10,4 +10,4 @@ def get_res_path(relative_path):
except AttributeError:
base_path = os.path.abspath(".")
return os.path.join(base_path, relative_path)
return os.path.join(base_path, relative_path)