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37 Commits
e379b4a7e2 ... submission

Author SHA1 Message Date
Roland W-H
005f189c76 removed database binary from source tree 2025-04-29 14:22:06 +01:00
Roland W-H
c8d7594af6 update nuitka product version 2025-04-29 14:17:30 +01:00
Roland W-H
756efdf364 only update val_above_lab when input is valid 2025-04-28 16:41:52 +01:00
Roland W-H
2af0ecfd75 fix logic for platform list 2025-04-28 15:26:28 +01:00
Roland W-H
8ddc40baf6 refresh graph results properly 2025-04-28 14:59:22 +01:00
Roland W-H
8f6f3dab00 add flowcharts 2025-04-28 14:56:44 +01:00
Roland W-H
4b8bdfbeea update PyCharm indexing exclusions 2025-04-28 12:55:14 +01:00
Roland W-H
09f8b7bba8 remove unused code 2025-04-28 12:54:07 +01:00
Roland W-H
abbcbe41d0 final small fixes to UI files 2025-04-27 20:23:48 +01:00
Roland W-H
75e26e229a finalise nuitka build options (for windows) 2025-04-27 16:22:06 +01:00
Roland W-H
5eb0c3c4a3 fix mistakenly disabled checkbox + fix win size 2025-04-27 15:31:54 +01:00
Roland W-H
78323c2ad8 switch from un-used trade QComboBox to FastEditQSpinBox 2025-04-27 15:29:04 +01:00
Roland W-H
2422395759 properly implement resource finding for nuitka 2025-04-27 15:28:10 +01:00
Roland W-H
7cb41652b4 switch from pyinstaller to nuitka for distribution 2025-04-27 11:56:19 +01:00
Roland W-H
ae01d912e1 additional comments 2025-04-27 11:55:49 +01:00
Roland W-H
9a8b0045fa defer import of matplotlib to spped up launch 2025-04-27 11:55:27 +01:00
Roland W-H
9e79d986e4 add additional input validation 2025-04-27 11:54:09 +01:00
Roland W-H
71d9590205 fix weird spacing bug 2025-04-27 11:51:05 +01:00
Roland W-H
3b6b75ee48 updated .gitignore 2025-04-26 20:47:52 +01:00
Roland W-H
ca8f4409c1 Merge pull request #3 from RolandWH/db_testing 
implement sqlite database and graphed results
 2025-04-26 16:45:44 +01:00
Roland W-H
ba204becc9 code formatting, clean up & comments 2025-04-26 16:40:36 +01:00
Roland W-H
42afd128e5 add error handling for file saving 2025-04-26 16:39:56 +01:00
Roland W-H
629ea6833d set min and max sizes for all windows 2025-04-26 16:39:05 +01:00
Roland W-H
e2ca298919 make results window active and raise it when calculating 2025-04-26 16:38:37 +01:00
Roland W-H
593dec96d1 add enable/disable platform functionality 2025-04-26 16:37:23 +01:00
Roland W-H
fa74e9e8da fix critical calculation bug 2025-04-26 14:17:17 +01:00
Roland W-H
16802648bc implement deleting platforms and csv saving 2025-04-26 12:57:49 +01:00
Roland W-H
c151b19a3c update pyinstaller spec 2025-04-25 17:36:13 +01:00
Roland W-H
f2a0735972 add time slider and saving functionality to output 2025-04-25 17:35:54 +01:00
Roland W-H
348b027ede remove redundant text-based output 2025-04-25 11:09:55 +01:00
Roland W-H
54b7bdd700 clean up files 2025-04-25 11:05:00 +01:00
Roland W-H
929c3719c0 complete db & graph implementation (except for delete) 2025-04-24 22:55:26 +01:00
Roland W-H
d8c4b5d64d add data_struct.py file 2025-04-22 17:12:07 +01:00
Roland W-H
0fa6db3bc0 read platform details from database (WIP) 2025-04-22 13:37:43 +01:00
Roland W-H
df436fa2b2 begin implementation of sqlite database 2025-04-14 16:25:48 +01:00
Roland W-H
1234008813 expand size of output window for bigger font 2025-04-13 12:59:14 +01:00
Roland W-H
662a3a5e9c fix bug with debug autofill mode 2025-04-13 12:58:38 +01:00
28 changed files with 2086 additions and 450 deletions
Expand all files Collapse all files

7
.gitignore vendored
View File

@@ -2,8 +2,9 @@
.idea/workspace.xml
.idea/discord.xml
.idea/encodings.xml
build/
dist/
*build/
*dist/
output/
src/*/__pycache__/
src/__pycache__/
src/__pycache__/
*.db

2
.idea/SIPPCompare.iml generated
View File

@@ -3,6 +3,8 @@
<component name="NewModuleRootManager">
<content url="file://$MODULE_DIR$">
<excludeFolder url="file://$MODULE_DIR$/.venv" />
<excludeFolder url="file://$MODULE_DIR$/build" />
<excludeFolder url="file://$MODULE_DIR$/output" />
</content>
<orderEntry type="jdk" jdkName="Python 3.13 (SIPPCompare)" jdkType="Python SDK" />
<orderEntry type="sourceFolder" forTests="false" />

45
SIPPCompare.spec
View File

@@ -1,45 +0,0 @@
# -*- mode: python ; coding: utf-8 -*-
a = Analysis(
['src\\main.py'],
pathex=[],
binaries=[],
datas=[('gui/*.ui', 'gui'), ('icon2.ico', '.')],
hiddenimports=[],
hookspath=[],
hooksconfig={},
runtime_hooks=[],
excludes=[],
noarchive=False,
optimize=0,
)
pyz = PYZ(a.pure)
exe = EXE(
pyz,
a.scripts,
[],
exclude_binaries=True,
name='SIPPCompare',
debug=False,
bootloader_ignore_signals=False,
strip=False,
upx=True,
console=False,
disable_windowed_traceback=False,
argv_emulation=False,
target_arch=None,
codesign_identity=None,
entitlements_file=None,
icon="icon2.ico"
)
coll = COLLECT(
exe,
a.binaries,
a.datas,
strip=False,
upx=True,
upx_exclude=[],
name='SIPPCompare',
)

138
flowcharts/main_win.drawio Normal file
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</rect>
</property>
<property name="font">
<font>
<pointsize>10</pointsize>
</font>
</property>
<property name="text">
<string>OK</string>
</property>
</widget>
</widget>
<resources/>
<connections>
<connection>
<sender>rename_plat_ok_but</sender>
<signal>clicked()</signal>
<receiver>PlatformRename</receiver>
<slot>accept()</slot>
<hints>
<hint type="sourcelabel">
<x>257</x>
<y>71</y>
</hint>
<hint type="destinationlabel">
<x>149</x>
<y>44</y>
</hint>
</hints>
</connection>
</connections>
</ui>

67
gui/main_gui.ui
View File

@@ -25,9 +25,6 @@
<property name="windowTitle">
<string>SIPPCompare</string>
</property>
<property name="tabShape">
<enum>QTabWidget::TabShape::Rounded</enum>
</property>
<widget class="QWidget" name="centralwidget">
<widget class="QWidget" name="formLayoutWidget">
<property name="geometry">
@@ -35,7 +32,7 @@
<x>10</x>
<y>0</y>
<width>401</width>
<height>184</height>
<height>188</height>
</rect>
</property>
<layout class="QFormLayout" name="formLayout">
@@ -70,9 +67,6 @@
<pointsize>11</pointsize>
</font>
</property>
<property name="frame">
<bool>true</bool>
</property>
<property name="buttonSymbols">
<enum>QAbstractSpinBox::ButtonSymbols::NoButtons</enum>
</property>
@@ -145,18 +139,6 @@
</property>
</widget>
</item>
<item row="4" column="1">
<widget class="QComboBox" name="fund_trades_combo">
<property name="font">
<font>
<pointsize>11</pointsize>
</font>
</property>
<property name="editable">
<bool>true</bool>
</property>
</widget>
</item>
<item row="5" column="0" colspan="2">
<widget class="QPushButton" name="calc_but">
<property name="enabled">
@@ -173,14 +155,35 @@
</widget>
</item>
<item row="3" column="1">
<widget class="QComboBox" name="share_trades_combo">
<widget class="FastEditQSpinBox" name="share_trades_box">
<property name="font">
<font>
<pointsize>11</pointsize>
</font>
</property>
<property name="editable">
<bool>true</bool>
<property name="correctionMode">
<enum>QAbstractSpinBox::CorrectionMode::CorrectToNearestValue</enum>
</property>
<property name="prefix">
<string/>
</property>
<property name="maximum">
<number>999</number>
</property>
</widget>
</item>
<item row="4" column="1">
<widget class="FastEditQSpinBox" name="fund_trades_box">
<property name="font">
<font>
<pointsize>11</pointsize>
</font>
</property>
<property name="correctionMode">
<enum>QAbstractSpinBox::CorrectionMode::CorrectToNearestValue</enum>
</property>
<property name="prefix">
<string/>
</property>
</widget>
</item>
@@ -188,9 +191,6 @@
</widget>
</widget>
<widget class="QStatusBar" name="statusbar">
<property name="enabled">
<bool>true</bool>
</property>
<property name="font">
<font>
<pointsize>10</pointsize>
@@ -220,13 +220,13 @@
<property name="title">
<string>File</string>
</property>
<addaction name="actionEdit_Platforms"/>
<addaction name="actionList_Platforms"/>
</widget>
<addaction name="menuPlatforms"/>
</widget>
<action name="actionEdit_Platforms">
<action name="actionList_Platforms">
<property name="text">
<string>Edit Platforms</string>
<string>Platform List</string>
</property>
<property name="font">
<font>
@@ -235,11 +235,18 @@
</property>
</action>
</widget>
<customwidgets>
<customwidget>
<class>FastEditQSpinBox</class>
<extends>QSpinBox</extends>
<header>widgets/fastedit_spinbox</header>
</customwidget>
</customwidgets>
<tabstops>
<tabstop>value_input</tabstop>
<tabstop>mix_slider</tabstop>
<tabstop>share_trades_combo</tabstop>
<tabstop>fund_trades_combo</tabstop>
<tabstop>share_trades_box</tabstop>
<tabstop>fund_trades_box</tabstop>
<tabstop>calc_but</tabstop>
</tabstops>
<resources/>

163
gui/output_window.ui
View File

@@ -1,37 +1,108 @@
<?xml version="1.0" encoding="UTF-8"?>
<ui version="4.0">
<class>ResultsWindow</class>
<widget class="QWidget" name="ResultsWindow">
<class>OutputWindow</class>
<widget class="QWidget" name="OutputWindow">
<property name="geometry">
<rect>
<x>0</x>
<y>0</y>
<width>400</width>
<height>300</height>
<width>1330</width>
<height>685</height>
</rect>
</property>
<property name="minimumSize">
<size>
<width>400</width>
<height>300</height>
<width>1330</width>
<height>685</height>
</size>
</property>
<property name="maximumSize">
<size>
<width>400</width>
<height>300</height>
<width>1330</width>
<height>685</height>
</size>
</property>
<property name="windowTitle">
<string>Results</string>
</property>
<widget class="QTextEdit" name="output">
<widget class="MplWidget" name="graphWidget" native="true">
<property name="geometry">
<rect>
<x>-10</x>
<y>-10</y>
<width>1350</width>
<height>650</height>
</rect>
</property>
</widget>
<widget class="QPushButton" name="save_graph_but">
<property name="geometry">
<rect>
<x>1231</x>
<y>642</y>
<width>91</width>
<height>31</height>
</rect>
</property>
<property name="font">
<font>
<pointsize>10</pointsize>
</font>
</property>
<property name="text">
<string>Save graph</string>
</property>
</widget>
<widget class="QSlider" name="time_slider">
<property name="geometry">
<rect>
<x>370</x>
<y>635</y>
<width>581</width>
<height>41</height>
</rect>
</property>
<property name="minimum">
<number>1</number>
</property>
<property name="maximum">
<number>20</number>
</property>
<property name="orientation">
<enum>Qt::Orientation::Horizontal</enum>
</property>
<property name="tickPosition">
<enum>QSlider::TickPosition::TicksAbove</enum>
</property>
<property name="tickInterval">
<number>1</number>
</property>
</widget>
<widget class="QPushButton" name="save_csv_but">
<property name="geometry">
<rect>
<x>1134</x>
<y>642</y>
<width>91</width>
<height>31</height>
</rect>
</property>
<property name="font">
<font>
<pointsize>10</pointsize>
</font>
</property>
<property name="text">
<string>Save CSV</string>
</property>
</widget>
<widget class="QLabel" name="time_lab">
<property name="geometry">
<rect>
<x>10</x>
<y>10</y>
<width>380</width>
<height>250</height>
<y>640</y>
<width>341</width>
<height>31</height>
</rect>
</property>
<property name="font">
@@ -39,66 +110,24 @@
<pointsize>11</pointsize>
</font>
</property>
</widget>
<widget class="QPushButton" name="res_ok_but">
<property name="geometry">
<rect>
<x>320</x>
<y>270</y>
<width>75</width>
<height>24</height>
</rect>
</property>
<property name="font">
<font>
<pointsize>10</pointsize>
</font>
</property>
<property name="text">
<string>OK</string>
</property>
</widget>
<widget class="QPushButton" name="res_save_but">
<property name="geometry">
<rect>
<x>240</x>
<y>270</y>
<width>75</width>
<height>24</height>
</rect>
</property>
<property name="font">
<font>
<pointsize>10</pointsize>
</font>
</property>
<property name="text">
<string>Save</string>
<string>Fees over 1 year(s) (assuming no change in value)</string>
</property>
</widget>
</widget>
<customwidgets>
<customwidget>
<class>MplWidget</class>
<extends>QWidget</extends>
<header>widgets/mpl_widget</header>
<container>1</container>
</customwidget>
</customwidgets>
<tabstops>
<tabstop>output</tabstop>
<tabstop>res_save_but</tabstop>
<tabstop>res_ok_but</tabstop>
<tabstop>time_slider</tabstop>
<tabstop>save_csv_but</tabstop>
<tabstop>save_graph_but</tabstop>
</tabstops>
<resources/>
<connections>
<connection>
<sender>res_ok_but</sender>
<signal>clicked(bool)</signal>
<receiver>ResultsWindow</receiver>
<slot>close()</slot>
<hints>
<hint type="sourcelabel">
<x>357</x>
<y>281</y>
</hint>
<hint type="destinationlabel">
<x>199</x>
<y>149</y>
</hint>
</hints>
</connection>
</connections>
<connections/>
</ui>

89
gui/platform_edit.ui
View File

@@ -7,19 +7,31 @@
<x>0</x>
<y>0</y>
<width>630</width>
<height>567</height>
<height>580</height>
</rect>
</property>
<property name="minimumSize">
<size>
<width>630</width>
<height>580</height>
</size>
</property>
<property name="maximumSize">
<size>
<width>630</width>
<height>580</height>
</size>
</property>
<property name="windowTitle">
<string>Platform Editor</string>
</property>
<widget class="QWidget" name="gridLayoutWidget">
<property name="geometry">
<rect>
<x>10</x>
<x>13</x>
<y>20</y>
<width>611</width>
<height>241</height>
<width>616</width>
<height>242</height>
</rect>
</property>
<layout class="QGridLayout" name="gridLayout">
@@ -39,10 +51,13 @@
<number>10</number>
</property>
<property name="verticalSpacing">
<number>5</number>
<number>6</number>
</property>
<item row="0" column="3">
<widget class="QCheckBox" name="plat_name_check">
<property name="text">
<string> </string>
</property>
<property name="checked">
<bool>true</bool>
</property>
@@ -215,7 +230,7 @@
</font>
</property>
<property name="text">
<string>Fund dealing fee*</string>
<string>Fund dealing fee</string>
</property>
</widget>
</item>
@@ -321,7 +336,7 @@
<property name="geometry">
<rect>
<x>482</x>
<y>534</y>
<y>545</y>
<width>141</width>
<height>24</height>
</rect>
@@ -339,7 +354,7 @@
<property name="geometry">
<rect>
<x>8</x>
<y>262</y>
<y>549</y>
<width>191</width>
<height>21</height>
</rect>
@@ -351,7 +366,7 @@
<widget class="QLabel" name="active_lab">
<property name="geometry">
<rect>
<x>577</x>
<x>572</x>
<y>10</y>
<width>61</width>
<height>16</height>
@@ -367,16 +382,28 @@
<widget class="QWidget" name="gridLayoutWidget_2">
<property name="geometry">
<rect>
<x>11</x>
<y>309</y>
<width>611</width>
<height>31</height>
<x>19</x>
<y>307</y>
<width>591</width>
<height>40</height>
</rect>
</property>
<layout class="QGridLayout" name="gridLayout_2">
<property name="verticalSpacing">
<property name="leftMargin">
<number>0</number>
</property>
<property name="topMargin">
<number>0</number>
</property>
<property name="rightMargin">
<number>0</number>
</property>
<property name="bottomMargin">
<number>0</number>
</property>
<property name="spacing">
<number>6</number>
</property>
<item row="0" column="3">
<widget class="FastEditQDoubleSpinBox" name="first_tier_fee_box">
<property name="font">
@@ -452,7 +479,7 @@
<property name="geometry">
<rect>
<x>532</x>
<y>481</y>
<y>487</y>
<width>91</width>
<height>24</height>
</rect>
@@ -473,7 +500,7 @@
<property name="geometry">
<rect>
<x>440</x>
<y>481</y>
<y>487</y>
<width>91</width>
<height>24</height>
</rect>
@@ -490,8 +517,8 @@
<widget class="QLabel" name="val_above_lab">
<property name="geometry">
<rect>
<x>6</x>
<y>479</y>
<x>10</x>
<y>486</y>
<width>421</width>
<height>21</height>
</rect>
@@ -505,16 +532,34 @@
<string>on the value above £ there is no charge</string>
</property>
</widget>
<widget class="QLabel" name="fund_plat_fee_lab">
<property name="geometry">
<rect>
<x>10</x>
<y>285</y>
<width>151</width>
<height>16</height>
</rect>
</property>
<property name="font">
<font>
<pointsize>11</pointsize>
</font>
</property>
<property name="text">
<string>Fund platform fee*</string>
</property>
</widget>
</widget>
<customwidgets>
<customwidget>
<class>FastEditQDoubleSpinBox</class>
<extends>QDoubleSpinBox</extends>
<class>FastEditQSpinBox</class>
<extends>QSpinBox</extends>
<header>widgets/fastedit_spinbox</header>
</customwidget>
<customwidget>
<class>FastEditQSpinBox</class>
<extends>QSpinBox</extends>
<class>FastEditQDoubleSpinBox</class>
<extends>QDoubleSpinBox</extends>
<header>widgets/fastedit_spinbox</header>
</customwidget>
</customwidgets>

170
gui/platform_list.ui Normal file
View File

@@ -0,0 +1,170 @@
<?xml version="1.0" encoding="UTF-8"?>
<ui version="4.0">
<class>PlatformList</class>
<widget class="QWidget" name="PlatformList">
<property name="geometry">
<rect>
<x>0</x>
<y>0</y>
<width>263</width>
<height>473</height>
</rect>
</property>
<property name="minimumSize">
<size>
<width>263</width>
<height>473</height>
</size>
</property>
<property name="maximumSize">
<size>
<width>263</width>
<height>473</height>
</size>
</property>
<property name="windowTitle">
<string>Platform List</string>
</property>
<widget class="QListWidget" name="platListWidget">
<property name="geometry">
<rect>
<x>10</x>
<y>34</y>
<width>243</width>
<height>371</height>
</rect>
</property>
<property name="font">
<font>
<pointsize>11</pointsize>
</font>
</property>
</widget>
<widget class="QPushButton" name="add_plat_but">
<property name="geometry">
<rect>
<x>11</x>
<y>413</y>
<width>121</width>
<height>24</height>
</rect>
</property>
<property name="font">
<font>
<pointsize>10</pointsize>
</font>
</property>
<property name="text">
<string>Add platform</string>
</property>
</widget>
<widget class="QPushButton" name="del_plat_but">
<property name="enabled">
<bool>false</bool>
</property>
<property name="geometry">
<rect>
<x>135</x>
<y>413</y>
<width>121</width>
<height>24</height>
</rect>
</property>
<property name="font">
<font>
<pointsize>10</pointsize>
</font>
</property>
<property name="text">
<string>Remove platform</string>
</property>
</widget>
<widget class="QPushButton" name="plist_save_but">
<property name="geometry">
<rect>
<x>136</x>
<y>442</y>
<width>121</width>
<height>24</height>
</rect>
</property>
<property name="font">
<font>
<pointsize>10</pointsize>
</font>
</property>
<property name="text">
<string>Save</string>
</property>
</widget>
<widget class="QPushButton" name="edit_plat_but">
<property name="enabled">
<bool>false</bool>
</property>
<property name="geometry">
<rect>
<x>11</x>
<y>442</y>
<width>121</width>
<height>24</height>
</rect>
</property>
<property name="font">
<font>
<pointsize>10</pointsize>
</font>
</property>
<property name="text">
<string>Edit platform</string>
</property>
</widget>
<widget class="QCheckBox" name="plat_enabled_check">
<property name="enabled">
<bool>false</bool>
</property>
<property name="geometry">
<rect>
<x>12</x>
<y>8</y>
<width>231</width>
<height>20</height>
</rect>
</property>
<property name="font">
<font>
<pointsize>11</pointsize>
</font>
</property>
<property name="text">
<string>Platform enabled?</string>
</property>
</widget>
</widget>
<tabstops>
<tabstop>platListWidget</tabstop>
<tabstop>add_plat_but</tabstop>
<tabstop>del_plat_but</tabstop>
<tabstop>edit_plat_but</tabstop>
<tabstop>plist_save_but</tabstop>
<tabstop>plat_enabled_check</tabstop>
</tabstops>
<resources/>
<connections>
<connection>
<sender>plist_save_but</sender>
<signal>clicked()</signal>
<receiver>PlatformList</receiver>
<slot>close()</slot>
<hints>
<hint type="sourcelabel">
<x>196</x>
<y>453</y>
</hint>
<hint type="destinationlabel">
<x>131</x>
<y>236</y>
</hint>
</hints>
</connection>
</connections>
</ui>

16
src/data_struct.py Normal file
View File

@@ -0,0 +1,16 @@
class Platform:
def __init__(self, plat_id, fund_plat_fee, plat_name, enabled, fund_deal_fee,
share_plat_fee, share_plat_max_fee, share_deal_fee,
share_deal_reduce_trades, share_deal_reduce_amount,
):
self.plat_id = plat_id
self.fund_plat_fee = fund_plat_fee
self.plat_name = plat_name
self.enabled = enabled
self.fund_deal_fee = fund_deal_fee
self.share_plat_fee = share_plat_fee
self.share_plat_max_fee = share_plat_max_fee
self.share_deal_fee = share_deal_fee
self.share_deal_reduce_trades = share_deal_reduce_trades
self.share_deal_reduce_amount = share_deal_reduce_amount

262
src/db_handler.py Normal file
View File

@@ -0,0 +1,262 @@
import os
import sqlite3
import resource_finder
from data_struct import Platform
class DBHandler:
def __init__(self):
# Function to create all necessary database tables if the DB file doesn't exist
def create_tables():
self.cur.execute("""
CREATE TABLE "tblPlatforms" (
"PlatformID" INTEGER NOT NULL UNIQUE,
"PlatformName" TEXT,
"IsEnabled" INTEGER NOT NULL,
PRIMARY KEY("PlatformID")
)
""")
self.cur.execute("""
CREATE TABLE "tblFlatPlatFees" (
"PlatformID" INTEGER NOT NULL UNIQUE,
"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 UNIQUE,
"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" (
"UserID" INTEGER NOT NULL UNIQUE,
"PensionValue" REAL NOT NULL,
"SliderValue" INTEGER NOT NULL,
"ShareTrades" INTEGER NOT NULL,
"FundTrades" INTEGER NOT NULL,
PRIMARY KEY("UserID")
)
""")
if not os.path.exists(resource_finder.get_res_path("SIPPCompare.db")):
db_exists = False
else:
db_exists = True
self.conn = sqlite3.connect(resource_finder.get_res_path("SIPPCompare.db"))
self.cur = self.conn.cursor()
if not db_exists:
create_tables()
# Retrieve the list of platform names for list population
def retrieve_plat_list(self) -> list:
res = self.cur.execute("SELECT PlatformName FROM tblPlatforms").fetchall()
plat_name_list = []
for platform in res:
plat_name_list.append(platform[0])
return plat_name_list
# Write updated platform data to DB when changes are saved
def write_platforms(self, plat_list: list[Platform]):
for i in range(len(plat_list)):
platforms_data = [
plat_list[i].plat_id,
plat_list[i].plat_name,
plat_list[i].enabled
]
flat_plat_fees_data = [
plat_list[i].plat_id,
plat_list[i].share_plat_fee,
plat_list[i].share_plat_max_fee
]
flat_deal_fees_data = [
plat_list[i].plat_id,
plat_list[i].fund_deal_fee,
plat_list[i].share_deal_fee,
plat_list[i].share_deal_reduce_trades,
plat_list[i].share_deal_reduce_amount
]
res = self.cur.execute(f"""
SELECT EXISTS(
SELECT PlatformID FROM tblPlatforms
WHERE PlatformID = {i}
)""").fetchall()
if res[0][0] == 1:
self.cur.execute(f"""
UPDATE tblPlatforms SET
PlatformID = ?,
PlatformName = ?,
IsEnabled = ?
WHERE PlatformID = {i}
""", platforms_data)
self.cur.execute(f"""
UPDATE tblFlatPlatFees SET
PlatformID = ?,
SharePlatFee = ?,
SharePlatMaxFee = ?
WHERE PlatformID = {i}
""", flat_plat_fees_data)
self.cur.execute(f"""
UPDATE tblFlatDealFees SET
PlatformID = ?,
FundDealFee = ?,
ShareDealFee = ?,
ShareDealReduceTrades = ?,
ShareDealReduceAmount = ?
WHERE PlatformID = {i}
""", flat_deal_fees_data)
self.cur.execute(f"DELETE FROM tblFundPlatFee WHERE PlatformID = {i}")
else:
self.cur.execute("INSERT INTO tblPlatforms VALUES (?, ?, ?)", platforms_data)
self.cur.execute("INSERT INTO tblFlatPlatFees VALUES (?, ?, ?)", flat_plat_fees_data)
self.cur.execute("INSERT INTO tblFlatDealFees VALUES (?, ?, ?, ?, ?)", flat_deal_fees_data)
exec_str = f"INSERT INTO tblFundPlatFee VALUES\n"
for x in range(len(plat_list[i].fund_plat_fee[0])):
band = plat_list[i].fund_plat_fee[0][x]
fee = plat_list[i].fund_plat_fee[1][x]
exec_str += f"({i}, {band}, {fee}),\n"
exec_str = exec_str[:-2]
self.cur.execute(exec_str)
self.conn.commit()
# Retrieve all info about all platforms in DB and initialise Platform objects
def retrieve_platforms(self) -> list[Platform]:
# Retrieve all one-to-one relations
platforms_res = self.cur.execute("""
SELECT
-- tblPlatforms
tblPlatforms.PlatformID, PlatformName, IsEnabled,
-- tblFlatPlatFees
SharePlatFee, SharePlatMaxFee,
-- tblFlatDealFees
FundDealFee,
ShareDealFee,
ShareDealReduceTrades,
ShareDealReduceAmount
FROM tblPlatforms
INNER JOIN tblFlatPlatFees ON
tblPlatforms.PlatformID = tblFlatPlatFees.PlatformID
INNER JOIN tblFlatDealFees ON
tblPlatforms.PlatformID = tblFlatDealFees.PlatformID
""").fetchall()
platforms = []
for platform in platforms_res:
# plat_id, plat_name, enabled, share_plat_fee, share_plat_max_fee, fund_deal_fee,
# share_deal_fee, share_deal_reduce_trades, share_deal_reduce_amount
this_platform = [platform[0], platform[1], platform[2], platform[3], platform[4],
platform[5], platform[6], platform[7], platform[8]]
platforms.append(this_platform)
# Insert 2D array into each platform data in preparation for fund_plat_fee retrival
for platform in platforms:
platform.insert(1, [[], []])
# Get all records from tblFundPlatFee, add them to the platforms list based on ID
# WARNING: This code is dependent on PlatformID being sequential from 0 in DB records
fund_plat_fee_res = self.cur.execute("SELECT * FROM tblFundPlatFee ORDER BY PlatformID ASC").fetchall()
for i in range(len(fund_plat_fee_res)):
plat_id = fund_plat_fee_res[i][0]
platforms[plat_id][1][0].append(fund_plat_fee_res[i][1])
platforms[plat_id][1][1].append(fund_plat_fee_res[i][2])
platform_obj_list: list[Platform] = []
for platform in platforms:
platform_obj_list.append(Platform(
platform[0], platform[1], platform[2], platform[3],
platform[6], platform[4], platform[5], platform[7],
platform[8], platform[9]
))
return platform_obj_list
# This function writes the details the user entered this session to the DB
def write_user_details(self, pension_val: float, slider_val: int, share_trades: int, fund_trades: int):
# Hardcode UserID as 0
user_details_data = (0, pension_val, slider_val, share_trades, fund_trades)
# Check if there is already a record in tblUserDetails
res = self.cur.execute("SELECT EXISTS(SELECT 1 FROM tblUserDetails)").fetchone()
if res[0] == 0:
# If there isn't then insert a new record
self.cur.execute("INSERT INTO tblUserDetails VALUES (?, ?, ?, ?, ?)", user_details_data)
else:
# If there is then update the existing record (only ever one record as of now)
self.cur.execute("""
UPDATE tblUserDetails SET
UserID = ?,
PensionValue = ?,
SliderValue = ?,
ShareTrades = ?,
FundTrades = ?
""", user_details_data)
self.conn.commit()
# Function to retrieve details entered by the user in prev session from DB
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: tuple = res.fetchone()
user_details_dict: dict[str, float | int] = {
"user_id": res_tuple[0],
"pension_val": res_tuple[1],
"slider_val": res_tuple[2],
"share_trades": res_tuple[3],
"fund_trades": res_tuple[4]
}
return user_details_dict
# Remove a platform from the DB - update the IDs to keep them sequential
def remove_platform(self, index: int):
tbl_list = ["tblPlatforms", "tblFlatPlatFees", "tblFlatDealFees", "tblFundPlatFee"]
for tbl in tbl_list:
self.cur.execute(f"DELETE FROM {tbl} WHERE PlatformID = {index}")
res = self.cur.execute("SELECT PlatformID from tblPlatforms").fetchall()
n = len(res)
for i in range(n):
for tbl in tbl_list:
self.cur.execute(f"""
UPDATE {tbl}
SET PlatformID = {index + i}
WHERE PlatformID = {index + 1 + i}
""")
self.conn.commit()

30
src/main.py
View File

@@ -1,20 +1,24 @@
from PyQt6.QtWidgets import QApplication
## Nuitka compilation options (Windows only)
# nuitka-project: --mode=onefile
# nuitka-project: --enable-plugin=pyqt6
# nuitka-project: --include-module=widgets.mpl_widget
# nuitka-project: --include-data-files=icon2.ico=icon2.ico
# nuitka-project: --include-data-dir=gui=gui
# nuitka-project: --windows-console-mode=disable
# nuitka-project: --windows-icon-from-ico=icon2.ico
# nuitka-project: --product-name=SIPPCompare
# nuitka-project: --file-description=SIPPCompare
# nuitka-project: --product-version=1.1
# nuitka-project: --output-dir=build
# nuitka-project: --output-filename=SIPPCompare
import sys
import platform_edit
from PyQt6.QtWidgets import QApplication
from main_window import SIPPCompare
app = QApplication(sys.argv)
# Show platform edit window first, before main win
# When debugging, can be useful to autofill values to save time
if len(sys.argv) > 1:
if sys.argv[1] == "--DEBUG_AUTOFILL":
window = platform_edit.PlatformEdit(True)
else:
window = platform_edit.PlatformEdit(False)
else:
window = platform_edit.PlatformEdit(False)
window = SIPPCompare()
window.show()
app.exec()

201
src/main_window.py
View File

@@ -1,54 +1,55 @@
from PyQt6.QtGui import QIntValidator, QIcon
from PyQt6.QtWidgets import QMainWindow, QWidget
from PyQt6 import uic
from PyQt6.QtCore import QTimer
from PyQt6.QtGui import QIntValidator, QIcon
from PyQt6.QtWidgets import QMainWindow, QApplication
import output_window
import resource_finder
from db_handler import DBHandler
from platform_list import PlatformList
from output_window import OutputWindow
class SIPPCompare(QMainWindow):
# Receive instance of PlatformEdit() as parameter
def __init__(self, plat_edit_win: QWidget):
def __init__(self):
super().__init__()
# Import Qt Designer UI XML file
uic.loadUi(resource_finder.get_res_path("gui/main_gui.ui"), self)
self.setWindowIcon(QIcon(resource_finder.get_res_path("icon2.ico")))
# Initialise class variables
# Inputs
self.optional_boxes = []
self.fund_plat_fee = 0.0
self.plat_name = ""
self.fund_deal_fee = 0.0
self.share_plat_fee = 0.0
self.share_plat_max_fee = 0.0
self.share_deal_fee = 0.0
self.share_deal_reduce_trades = 0.0
self.share_deal_reduce_amount = 0.0
## Initialise class variables
# Results
self.fund_plat_fees = 0.0
self.fund_deal_fees = 0.0
self.share_plat_fees = 0.0
self.share_deal_fees = 0.0
self.results = []
# Create window objects
self.platform_win = plat_edit_win
self.output_win = output_window.OutputWindow()
self.db = DBHandler()
self.platform_list_win = PlatformList(self.db)
if len(self.platform_list_win.plat_name_list) == 0:
QTimer.singleShot(1, self.platform_list_win.show)
self.output_win = None
# 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)
## Handle events
self.calc_but.clicked.connect(self.indicate_loading)
# Menu bar entry (File -> Platform List)
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)
self.share_trades_combo.currentTextChanged.connect(self.check_valid)
self.fund_trades_combo.currentTextChanged.connect(self.check_valid)
# Validate input
self.share_trades_box.valueChanged.connect(self.check_valid)
self.fund_trades_box.valueChanged.connect(self.check_valid)
# Set validators
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_box.setValue(prev_session_data["share_trades"])
self.fund_trades_box.setValue(prev_session_data["fund_trades"])
self.calc_but.setFocus()
# Display slider position as mix between two nums (funds/shares)
def update_slider_lab(self):
@@ -56,98 +57,90 @@ class SIPPCompare(QMainWindow):
mix_lab_str = f"Investment mix (funds {slider_val}% / shares {100 - slider_val}%)"
self.mix_lab.setText(mix_lab_str)
# Ensure that trade fields aren't blank and pension value > 0
def check_valid(self):
if self.share_trades_combo.currentText() != "" \
and self.fund_trades_combo.currentText() != "" \
and self.value_input.value() != 0:
if self.value_input.value() != 0:
self.calc_but.setEnabled(True)
else:
self.calc_but.setEnabled(False)
# Get variables from platform editor input fields
def init_variables(self):
self.optional_boxes = self.platform_win.get_optional_boxes()
self.fund_plat_fee = self.platform_win.get_fund_plat_fee()
self.share_plat_fee = self.platform_win.get_share_plat_fee()
self.share_deal_fee = self.platform_win.get_share_deal_fee()
def indicate_loading(self):
self.calc_but.setText("Working...")
QTimer.singleShot(1, self.calculate_fees)
# TODO: This is HORRIBLE - find better way of doing it! (maybe enums?)
if self.optional_boxes[0]:
self.plat_name = self.platform_win.get_plat_name()
else:
self.plat_name = None
if self.optional_boxes[1]:
self.fund_deal_fee = self.platform_win.get_fund_deal_fee()
else:
self.fund_deal_fee = None
if self.optional_boxes[2]:
self.share_plat_max_fee = self.platform_win.get_share_plat_max_fee()
else:
self.share_plat_max_fee = None
if self.optional_boxes[3]:
self.share_deal_reduce_trades = self.platform_win.get_share_deal_reduce_trades()
else:
self.share_deal_reduce_trades = None
if self.optional_boxes[4]:
self.share_deal_reduce_amount = self.platform_win.get_share_deal_reduce_amount()
else:
self.share_deal_reduce_amount = None
# Calculate fees
# Calculate fees for all active platforms
def calculate_fees(self):
self.init_variables()
# Set to zero each time to avoid persistence
self.fund_plat_fees = 0
# Set to empty list each time to avoid persistence
self.results = []
# 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())
if self.fund_deal_fee is not None:
self.fund_deal_fees = fund_trades_num * self.fund_deal_fee
for i in range(1, len(self.fund_plat_fee[0])):
band = self.fund_plat_fee[0][i]
prev_band = self.fund_plat_fee[0][i - 1]
fee = self.fund_plat_fee[1][i]
gap = (band - prev_band)
if funds_value > gap:
self.fund_plat_fees += gap * (fee / 100)
funds_value -= gap
else:
self.fund_plat_fees += funds_value * (fee / 100)
break
fund_trades_num = int(self.fund_trades_box.value())
share_trades_num = int(self.share_trades_box.value())
shares_value = (1 - (slider_val / 100)) * value_num
if self.share_plat_max_fee is not None:
if (self.share_plat_fee * shares_value / 12) > self.share_plat_max_fee:
self.share_plat_fees = self.share_plat_max_fee * 12
else:
self.share_plat_fees = self.share_plat_fee * shares_value
index = 0
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
for platform in self.platform_list_win.plat_list:
if not platform.enabled:
continue
fund_plat_fees = 0.0
fund_deal_fees = 0.0
share_plat_fees = 0.0
share_deal_fees = 0.0
plat_name = platform.plat_name
if plat_name is None or plat_name == "":
plat_name = f"Unnamed [ID: {index}]"
if platform.fund_deal_fee is not None:
fund_deal_fees = fund_trades_num * platform.fund_deal_fee
funds_value = (slider_val / 100) * value_num
for i in range(1, len(platform.fund_plat_fee[0])):
band = platform.fund_plat_fee[0][i]
prev_band = platform.fund_plat_fee[0][i - 1]
fee = platform.fund_plat_fee[1][i]
gap = (band - prev_band)
if funds_value > gap:
fund_plat_fees += gap * (fee / 100)
funds_value -= gap
else:
fund_plat_fees += funds_value * (fee / 100)
break
if platform.share_plat_max_fee is not None:
if (platform.share_plat_fee * shares_value / 12) > platform.share_plat_max_fee:
share_plat_fees = platform.share_plat_max_fee * 12
else:
share_plat_fees = platform.share_plat_fee * shares_value
if platform.share_deal_reduce_trades is not None:
if (share_trades_num / 12) >= platform.share_deal_reduce_trades:
share_deal_fees = platform.share_deal_reduce_amount * share_trades_num
else:
share_deal_fees = platform.share_deal_fee * share_trades_num
self.results.append([fund_plat_fees, fund_deal_fees, share_plat_fees, share_deal_fees, plat_name])
index += 1
# Save details entered by user for next session
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()
def show_output_win(self):
# Refresh the results when new fees are calculated
self.output_win.display_output(self.fund_plat_fees, self.fund_deal_fees,
self.share_plat_fees, self.share_deal_fees,
self.plat_name
)
if self.output_win is None:
self.output_win = OutputWindow()
years = self.output_win.get_slider_position()
self.output_win.display_output(self.results, years)
self.calc_but.setText("Calculate")
self.output_win.activateWindow()
self.output_win.raise_()
self.output_win.show()
QApplication.alert(self.output_win)
# 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()

164
src/output_window.py
View File

@@ -1,13 +1,33 @@
from PyQt6.QtGui import QIcon
from PyQt6.QtWidgets import QWidget
from PyQt6 import uic
import datetime
import os
from datetime import datetime
from PyQt6 import uic
from PyQt6.QtGui import QIcon, QFont
from PyQt6.QtWidgets import QWidget, QFileDialog, QMessageBox, QDialogButtonBox
import resource_finder
class SaveFailure(QMessageBox):
def __init__(self, parent=None):
super().__init__(parent)
self.setWindowIcon(QIcon(resource_finder.get_res_path("icon2.ico")))
self.setWindowTitle("Save failure")
self.setIcon(QMessageBox.Icon.Critical)
font = QFont()
font.setPointSize(11)
self.setFont(font)
self.setText("Failed to save file")
self.setDetailedText(
"This could be due to a permissions issue, or the file being in use by another process"
)
self.setStandardButtons(QMessageBox.StandardButton.Ok)
font.setPointSize(10)
self.findChild(QDialogButtonBox).setFont(font)
class OutputWindow(QWidget):
def __init__(self):
super().__init__()
@@ -15,50 +35,106 @@ class OutputWindow(QWidget):
uic.loadUi(resource_finder.get_res_path("gui/output_window.ui"), self)
self.setWindowIcon(QIcon(resource_finder.get_res_path("icon2.ico")))
# Initialise class variables
self.results_str = ""
self.platform_name = ""
# Define class variables
self.save_err_dialog = SaveFailure()
self.canvas = self.graphWidget.canvas
self.ax = self.canvas.axes
self.fig = self.canvas.figure
self.results = []
# Handle events
self.res_save_but.clicked.connect(self.save_results)
self.save_graph_but.clicked.connect(self.save_graph)
self.save_csv_but.clicked.connect(self.save_csv)
self.time_slider.valueChanged.connect(self.change_time)
def save_results(self):
# Use datatime for txt filename
cur_time = datetime.datetime.now()
if not os.path.exists("output"):
os.makedirs("output")
filename_str = f"output/"
if self.platform_name is not None:
filename_str += f"{self.platform_name}"
else:
filename_str += "Unnamed"
filename_str += f"-{cur_time.year}.{cur_time.month}.{cur_time.day}.txt"
output_file = open(filename_str, "wt", encoding = "utf-8")
output_file.write(self.results_str)
def get_slider_position(self) -> int:
return self.time_slider.value()
# Display fees in output window as plaintext readout
def display_output(self, fund_plat_fees: float, fund_deal_fees: float,
share_plat_fees: float, share_deal_fees: float, plat_name: str):
self.platform_name = plat_name
if self.platform_name is not None:
self.results_str = f"Fees breakdown (Platform \"{self.platform_name}\"):"
else:
self.results_str = f"Fees breakdown:"
def display_output(self, results: list, years: int):
self.results = results
self.ax.clear()
self.ax.cla()
self.canvas.draw_idle()
self.results_str += "\n\nPlatform fees:"
# :.2f is used in order to display 2 decimal places (currency form)
self.results_str += f"\n\tFund platform fees: £{round(fund_plat_fees, 2):.2f}"
self.results_str += f"\n\tShare platform fees: £{round(share_plat_fees, 2):.2f}"
total_plat_fees = fund_plat_fees + share_plat_fees
self.results_str += f"\n\tTotal platform fees: £{round(total_plat_fees, 2):.2f}"
names = []
values = []
for result in results:
names.append(result[4])
values.append(sum(result[:4]) * years)
self.results_str += "\n\nDealing fees:"
self.results_str += f"\n\tFund dealing fees: £{round(fund_deal_fees, 2):.2f}"
self.results_str += f"\n\tShare dealing fees: £{round(share_deal_fees, 2):.2f}"
total_deal_fees = fund_deal_fees + share_deal_fees
self.results_str += f"\n\tTotal dealing fees: £{round(total_deal_fees, 2):.2f}"
names = sorted(names, key=lambda x: values[names.index(x)], reverse=True)
values = sorted(values, reverse=True)
total_fees = total_plat_fees + total_deal_fees
self.results_str += f"\n\nTotal fees: £{round(total_fees, 2):.2f}"
h_bars = self.ax.barh(names, values)
self.ax.bar_label(h_bars, label_type='center', labels=[f"£{x:,.2f}" for x in h_bars.datavalues])
self.output.setText(self.results_str)
def save_graph(self):
file_picker = QFileDialog(self)
file_picker.setFileMode(QFileDialog.FileMode.AnyFile)
file_picker.setDefaultSuffix("png")
file_picker.setWindowTitle("Save results as PNG")
file_picker.setAcceptMode(QFileDialog.AcceptMode.AcceptSave)
file_picker.setNameFilter("*.png")
file_path = ""
cur_time = datetime.now()
filename_str = f"{file_path}/SIPPCompare-{cur_time.year}.{cur_time.month}.{cur_time.day}.png"
file_picker.selectFile(filename_str)
if file_picker.exec():
file_path = file_picker.selectedFiles()[0]
try:
self.fig.savefig(file_path, dpi=150)
except OSError:
self.save_err_dialog.exec()
def save_csv(self):
# TODO: Sort CSV output, either alphabetically or by total fees
file_picker = QFileDialog(self)
file_picker.setFileMode(QFileDialog.FileMode.AnyFile)
file_picker.setDefaultSuffix("csv")
file_picker.setWindowTitle("Save results as CSV")
file_picker.setAcceptMode(QFileDialog.AcceptMode.AcceptSave)
file_picker.setNameFilter("*.csv")
file_path = ""
cur_time = datetime.now()
filename_str = f"{file_path}/SIPPCompare-{cur_time.year}.{cur_time.month}.{cur_time.day}.csv"
file_picker.selectFile(filename_str)
if file_picker.exec():
file_path = file_picker.selectedFiles()[0]
try:
csvfile = open(file_path, "wt")
csv_string = (
"Platform Name,Fund Platform Fee,Share Platform Fee,Fund Dealing Fee,"
"Share Dealing Fee,Total Platform Fees,Total Dealing Fees,Total Fund Fees,"
"Total Share Fees,Total Fees"
)
for result in self.results:
csv_string += '\n'
pn = result[4]
fpf = result[0]
spf = result[2]
fdf = result[1]
sdf = result[3]
tpf = fpf + spf
tdf = sdf + fdf
tff = fpf + fdf
tsf = spf + sdf
tf = tff + tsf
csv_string += (
f"{pn},\"£{fpf:,.2f}\",\"£{spf:,.2f}\",\"£{fdf:,.2f}\",\"£{sdf:,.2f}\","
f"\"£{tpf:,.2f}\",\"£{tdf:,.2f}\",\"£{tff:,.2f}\",\"£{tsf:,.2f}\",\"£{tf:,.2f}\""
)
csvfile.write(csv_string)
csvfile.close()
except OSError:
self.save_err_dialog.exec()
def change_time(self):
years: int = self.time_slider.value()
self.time_lab.setText(f"Fees over {years} year(s) (assuming no change in value)")
self.display_output(self.results, years)

278
src/platform_edit.py
View File

@@ -1,39 +1,28 @@
from PyQt6.QtCore import QRegularExpression
from PyQt6.QtGui import QRegularExpressionValidator, QFont, QIcon
from PyQt6.QtWidgets import QWidget, QLabel
from PyQt6 import uic
from PyQt6.QtCore import QRegularExpression, QRect
from PyQt6.QtGui import QRegularExpressionValidator, QFont, QIcon
from PyQt6.QtWidgets import QLabel, QDialog
from widgets.fastedit_spinbox import FastEditQDoubleSpinBox
import main_window
import resource_finder
from db_handler import DBHandler
from data_struct import Platform
from widgets.fastedit_spinbox import FastEditQDoubleSpinBox
class PlatformEdit(QWidget):
def __init__(self, autofill: bool):
class PlatformEdit(QDialog):
def __init__(self, plat: Platform):
super().__init__()
# Import Qt Designer UI XML file
uic.loadUi(resource_finder.get_res_path("gui/platform_edit.ui"), self)
self.setWindowIcon(QIcon(resource_finder.get_res_path("icon2.ico")))
# Initialise class variables
# Create main window object, passing this instance as param
self.main_win = main_window.SIPPCompare(self)
self.fund_plat_fee = []
self.plat_name = ""
self.fund_deal_fee = 0.0
self.share_plat_fee = 0.0
self.share_plat_max_fee = 0.0
self.share_deal_fee = 0.0
self.share_deal_reduce_trades = 0.0
self.share_deal_reduce_amount = 0.0
self.plat = plat
self.widgets_list_list = []
self.fund_fee_rows = 1
# Debugging feature: set with "--DEBUG_AUTOFILL" cmd argument
self.autofill = autofill
if autofill:
self.save_but.setEnabled(True)
if len(self.plat.fund_plat_fee[0]) > 1:
self.fund_fee_rows = len(self.plat.fund_plat_fee[0]) - 1
else:
self.fund_fee_rows = 1
self.required_fields = [
self.share_plat_fee_box,
@@ -64,6 +53,57 @@ class PlatformEdit(QWidget):
False
]
# Set optional checkboxes based on DB storage
if self.plat.plat_name is None:
self.check_boxes_ticked[0] = False
self.plat_name_check.setChecked(False)
else:
self.check_boxes_ticked[0] = True
self.plat_name_check.setChecked(True)
self.plat_name_box.setText(self.plat.plat_name)
if self.plat.fund_deal_fee is None:
self.check_boxes_ticked[1] = False
self.fund_deal_fee_check.setChecked(False)
else:
self.check_boxes_ticked[1] = True
self.fund_deal_fee_check.setChecked(True)
self.fund_deal_fee_box.setValue(self.plat.fund_deal_fee)
self.share_plat_fee_box.setValue(self.plat.share_plat_fee * 100)
if self.plat.share_plat_max_fee is None:
self.check_boxes_ticked[2] = False
self.share_plat_max_fee_check.setChecked(False)
else:
self.check_boxes_ticked[2] = True
self.share_plat_max_fee_check.setChecked(True)
self.share_plat_max_fee_box.setValue(self.plat.share_plat_max_fee)
self.share_deal_fee_box.setValue(self.plat.share_deal_fee)
if self.plat.share_deal_reduce_trades is None:
self.check_boxes_ticked[3] = False
self.share_deal_reduce_trades_check.setChecked(False)
else:
self.check_boxes_ticked[3] = True
self.share_deal_reduce_trades_check.setChecked(True)
self.share_deal_reduce_trades_box.setValue(int(self.plat.share_deal_reduce_trades))
if self.plat.share_deal_reduce_trades is None:
self.check_boxes_ticked[4] = False
self.share_deal_reduce_amount_check.setChecked(False)
else:
self.check_boxes_ticked[4] = True
self.share_deal_reduce_amount_check.setChecked(True)
self.share_deal_reduce_amount_box.setValue(self.plat.share_deal_reduce_amount)
# Populate fund platform fee rows from DB
if len(self.plat.fund_plat_fee[0]) > 1:
self.first_tier_box.setValue(self.plat.fund_plat_fee[0][1])
self.first_tier_fee_box.setValue(self.plat.fund_plat_fee[1][1])
self.add_row(loading=True)
# Handle events
for field in self.required_fields:
field.valueChanged.connect(self.check_valid)
@@ -93,7 +133,7 @@ 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())
@@ -108,31 +148,36 @@ class PlatformEdit(QWidget):
# Get fee structure variables from user input when "Save" clicked
def init_variables(self):
# If debugging, save time by hardcoding
if self.autofill:
self.plat_name = "AJBell"
self.fund_plat_fee = [
[0, 250000, 1000000, 2000000],
[0, 0.25, 0.1, 0.05]
]
self.fund_deal_fee = 1.50
self.share_plat_fee = 0.0025
self.share_plat_max_fee = 3.50
self.share_deal_fee = 5.00
self.share_deal_reduce_trades = 10
self.share_deal_reduce_amount = 3.50
else:
self.plat_name = self.plat_name_box.text()
self.fund_plat_fee = self.create_plat_fee_struct()
self.fund_deal_fee = float(self.fund_deal_fee_box.value())
self.share_plat_fee = float(self.share_plat_fee_box.value()) / 100
self.share_plat_max_fee = float(self.share_plat_max_fee_box.value())
self.share_deal_fee = float(self.share_deal_fee_box.value())
self.share_deal_reduce_trades = float(self.share_deal_reduce_trades_box.value())
self.share_deal_reduce_amount = float(self.share_deal_reduce_amount_box.value())
self.plat.fund_plat_fee = self.create_plat_fee_struct()
self.plat.share_plat_fee = float(self.share_plat_fee_box.value()) / 100
self.plat.share_deal_fee = float(self.share_deal_fee_box.value())
# Once user input is received show main window
self.main_win.show()
if self.check_boxes_ticked[0]:
self.plat.plat_name = self.plat_name_box.text()
else:
self.plat.plat_name = None
if self.check_boxes_ticked[1]:
self.plat.fund_deal_fee = float(self.fund_deal_fee_box.value())
else:
self.plat.fund_deal_fee = None
if self.check_boxes_ticked[2]:
self.plat.share_plat_max_fee = float(self.share_plat_max_fee_box.value())
else:
self.plat.share_plat_max_fee = None
if self.check_boxes_ticked[3]:
self.plat.share_deal_reduce_trades = int(self.share_deal_reduce_trades_box.value())
else:
self.plat.share_deal_reduce_trades = None
if self.check_boxes_ticked[4]:
self.plat.share_deal_reduce_amount = float(self.share_deal_reduce_amount_box.value())
else:
self.plat.share_deal_reduce_amount = None
self.accept()
# This method does multiple things in order to validate the user's inputs:
# 1) Check all required fields have a non-zero value
@@ -210,54 +255,80 @@ class PlatformEdit(QWidget):
if self.fund_fee_rows > 1:
max_band = self.widgets_list_list[self.fund_fee_rows - 2][1].value()
if self.fund_fee_rows > 2:
prev_band = self.widgets_list_list[self.fund_fee_rows - 3][1].value()
else:
prev_band = self.first_tier_box.value()
else:
max_band = self.first_tier_box.value()
self.val_above_lab.setText(f"on the value above £{int(max_band)} there is no charge")
prev_band = self.first_tier_box.value()
def add_row(self):
widgets = []
font = QFont()
font.setPointSize(11)
if max_band > prev_band:
self.val_above_lab.setText(f"on the value above £{max_band:.2f} there is no charge")
else:
self.val_above_lab.setText(f"on the value above £{prev_band:.2f} there is no charge")
widgets.append(QLabel(self.gridLayoutWidget_2))
widgets[0].setFont(font)
def add_row(self, loading: bool = False):
if loading:
rows_needed = self.fund_fee_rows - 1
else:
rows_needed = 1
widgets.append(FastEditQDoubleSpinBox(self.gridLayoutWidget_2))
widgets[1].setPrefix("£")
widgets[1].setMaximum(9999999)
widgets[1].setButtonSymbols(FastEditQDoubleSpinBox.ButtonSymbols.NoButtons)
widgets[1].setFont(font)
widgets[1].valueChanged.connect(self.check_valid)
widgets[1].valueChanged.connect(self.update_tier_labels)
for x in range(rows_needed):
widgets = []
font = QFont()
font.setPointSize(11)
widgets.append(QLabel(self.gridLayoutWidget_2))
widgets[2].setText(f"the fee is")
widgets[2].setFont(font)
widgets.append(QLabel(self.gridLayoutWidget_2))
widgets[0].setFont(font)
widgets.append(FastEditQDoubleSpinBox(self.gridLayoutWidget_2))
widgets[3].setSuffix("%")
widgets[3].setMaximum(100)
widgets[3].setButtonSymbols(FastEditQDoubleSpinBox.ButtonSymbols.NoButtons)
widgets[3].setFont(font)
widgets[3].valueChanged.connect(self.check_valid)
widgets.append(FastEditQDoubleSpinBox(self.gridLayoutWidget_2))
widgets[1].setPrefix("£")
widgets[1].setMaximum(9999999)
widgets[1].setButtonSymbols(FastEditQDoubleSpinBox.ButtonSymbols.NoButtons)
widgets[1].setFont(font)
if loading:
widgets[1].setValue(self.plat.fund_plat_fee[0][x+2])
widgets[1].valueChanged.connect(self.check_valid)
widgets[1].valueChanged.connect(self.update_tier_labels)
# TODO: why 28.5?
self.gridLayoutWidget_2.setGeometry(11, 309, 611, int(round(28.5 * (self.fund_fee_rows + 1), 0)))
for i in range(len(widgets)):
self.gridLayout_2.addWidget(widgets[i], self.fund_fee_rows, i, 1, 1)
widgets.append(QLabel(self.gridLayoutWidget_2))
widgets[2].setText(f"the fee is")
widgets[2].setFont(font)
self.fund_fee_rows += 1
widgets.append(FastEditQDoubleSpinBox(self.gridLayoutWidget_2))
widgets[3].setSuffix("%")
widgets[3].setMaximum(100)
widgets[3].setButtonSymbols(FastEditQDoubleSpinBox.ButtonSymbols.NoButtons)
widgets[3].setFont(font)
if loading:
widgets[3].setValue(self.plat.fund_plat_fee[1][x+2])
widgets[3].valueChanged.connect(self.check_valid)
self.widgets_list_list.append(widgets)
cur_label_idx = self.gridLayout_2.indexOf(widgets[0])
cur_box_idx = self.gridLayout_2.indexOf(widgets[1])
cur_label_pos = list(self.gridLayout_2.getItemPosition(cur_label_idx))[:2]
cur_box_pos = list(self.gridLayout_2.getItemPosition(cur_box_idx))[:2]
if loading:
grid_height = int(round(28.5 * self.fund_fee_rows))
else:
grid_height = int(round(28.5 * (self.fund_fee_rows + 1)))
self.gridLayoutWidget_2.setGeometry(QRect(19, 307, 591, grid_height))
for i in range(len(widgets)):
if loading:
self.gridLayout_2.addWidget(widgets[i], x + 1, i, 1, 1)
else:
self.gridLayout_2.addWidget(widgets[i], self.fund_fee_rows, i, 1, 1)
prev_box_row = cur_box_pos[0] - 1
prev_box_item = self.gridLayout_2.itemAtPosition(prev_box_row, cur_box_pos[1]).widget()
cur_label_item = self.gridLayout_2.itemAtPosition(cur_label_pos[0], cur_label_pos[1]).widget()
cur_label_item.setText(f"between £{int(prev_box_item.value())} and")
if not loading:
self.fund_fee_rows += 1
self.widgets_list_list.append(widgets)
cur_label_idx = self.gridLayout_2.indexOf(widgets[0])
cur_box_idx = self.gridLayout_2.indexOf(widgets[1])
cur_label_pos = list(self.gridLayout_2.getItemPosition(cur_label_idx))[:2]
cur_box_pos = list(self.gridLayout_2.getItemPosition(cur_box_idx))[:2]
prev_box_row = cur_box_pos[0] - 1
prev_box_item = self.gridLayout_2.itemAtPosition(prev_box_row, cur_box_pos[1]).widget()
cur_label_item = self.gridLayout_2.itemAtPosition(cur_label_pos[0], cur_label_pos[1]).widget()
cur_label_item.setText(f"between £{int(prev_box_item.value())} and")
if self.fund_fee_rows > 1:
self.del_row_but.setEnabled(True)
@@ -266,8 +337,9 @@ class PlatformEdit(QWidget):
self.add_row_but.setEnabled(False)
self.check_valid()
self.update_tier_labels()
# TODO: Tab order
# TODO: Tab/focus order
def remove_row(self):
for widget in self.widgets_list_list[self.fund_fee_rows - 2]:
@@ -275,7 +347,7 @@ class PlatformEdit(QWidget):
widget.hide()
self.widgets_list_list.pop()
self.fund_fee_rows -= 1
self.gridLayoutWidget_2.setGeometry(11, 309, 611, int(round(28.5 * self.fund_fee_rows, 0)))
self.gridLayoutWidget_2.setGeometry(19, 307, 591, int(round(28.5 * self.fund_fee_rows, 0)))
if self.fund_fee_rows < 2:
self.del_row_but.setEnabled(False)
@@ -286,30 +358,6 @@ class PlatformEdit(QWidget):
self.check_valid()
self.update_tier_labels()
# Getter functions (is this necessary? maybe directly reading class vars would be best...)
def get_optional_boxes(self):
return self.check_boxes_ticked
def get_plat_name(self):
return self.plat_name
def get_fund_plat_fee(self):
return self.fund_plat_fee
def get_fund_deal_fee(self):
return self.fund_deal_fee
def get_share_plat_fee(self):
return self.share_plat_fee
def get_share_plat_max_fee(self):
return self.share_plat_max_fee
def get_share_deal_fee(self):
return self.share_deal_fee
def get_share_deal_reduce_trades(self):
return self.share_deal_reduce_trades
def get_share_deal_reduce_amount(self):
return self.share_deal_reduce_amount
def closeEvent(self, event):
event.ignore()
self.reject()

185
src/platform_list.py Normal file
View File

@@ -0,0 +1,185 @@
from PyQt6 import uic
from PyQt6.QtCore import QRegularExpression
from PyQt6.QtGui import QIcon, QRegularExpressionValidator, QFont
from PyQt6.QtWidgets import QWidget, QListWidgetItem, QDialog, QDialogButtonBox, QMessageBox
import resource_finder
from db_handler import DBHandler
from data_struct import Platform
from platform_edit import PlatformEdit
class PlatformRename(QDialog):
def __init__(self, parent=None):
super().__init__(parent)
# 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")))
self.rename_plat_box.setFocus()
self.new_name = ""
# Set validators
# Regex accepts any characters that match [a-Z], [0-9] or _
self.rename_plat_box.setValidator(
QRegularExpressionValidator(QRegularExpression("\\w*"))
)
self.rename_plat_ok_but.clicked.connect(self.store_new_name)
def store_new_name(self):
self.new_name = self.rename_plat_box.text()
def closeEvent(self, event):
event.ignore()
self.reject()
class RemoveConfirm(QMessageBox):
def __init__(self, parent=None):
super().__init__(parent)
self.setWindowIcon(QIcon(resource_finder.get_res_path("icon2.ico")))
self.setWindowTitle("Remove platform?")
self.setIcon(QMessageBox.Icon.Warning)
font = QFont()
font.setPointSize(11)
self.setFont(font)
self.setText("Are you sure you want to remove this platform?")
self.setInformativeText("This action is immediate and permanent")
self.setStandardButtons(QMessageBox.StandardButton.Yes | QMessageBox.StandardButton.Cancel)
self.setDefaultButton(QMessageBox.StandardButton.Cancel)
font.setPointSize(10)
self.findChild(QDialogButtonBox).setFont(font)
class PlatformList(QWidget):
def __init__(self, db: DBHandler):
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")))
# Initialise class variables
self.db = db
self.plat_edit_win = None
self.plat_list_dialog = None
self.del_plat_dialog = RemoveConfirm()
self.plat_list = []
self.plat_name_list = []
self.new_plat_name = ""
self.update_plat_list()
self.db_indices = [x for x in range(len(self.plat_name_list))]
# Handle events
self.add_plat_but.clicked.connect(self.add_platform)
self.del_plat_but.clicked.connect(self.remove_platform)
self.edit_plat_but.clicked.connect(self.edit_platform)
self.plist_save_but.clicked.connect(self.save_platforms)
self.plat_enabled_check.checkStateChanged.connect(self.toggle_platform_state)
self.platListWidget.currentRowChanged.connect(self.get_enabled_state)
def update_plat_list(self):
self.plat_name_list = self.db.retrieve_plat_list()
self.plat_list = self.db.retrieve_platforms()
self.platListWidget.clear()
for i in range(len(self.plat_name_list)):
plat_name = self.plat_name_list[i]
item = QListWidgetItem()
if plat_name is not None:
item.setText(plat_name)
else:
item.setText(f"Unnamed [ID: {i}]")
self.platListWidget.addItem(item)
self.platListWidget.setCurrentRow(0)
def add_platform(self):
self.plat_list_dialog = PlatformRename()
name_dialog_res = self.plat_list_dialog.exec()
if name_dialog_res == QDialog.DialogCode.Accepted:
name = self.plat_list_dialog.new_name
index = self.platListWidget.count()
if name != "":
self.platListWidget.addItem(name)
name_param = name
else:
self.platListWidget.addItem(f"Unnamed [ID: {index}]")
name_param = None
self.plat_list.append(Platform(
index, [[0], [0]], name_param, True, 0, 0, None, 0, None, None)
)
self.plat_edit_win = PlatformEdit(self.plat_list[index])
plat_edit_res = self.plat_edit_win.exec()
if plat_edit_res == QDialog.DialogCode.Rejected:
self.plat_list.pop()
self.platListWidget.takeItem(self.platListWidget.count() - 1)
self.platListWidget.setCurrentRow(index - 1)
else:
index = len(self.plat_list) - 1
if self.plat_list[index].plat_name is not None:
item = self.platListWidget.takeItem(index)
item.setText(self.plat_list[index].plat_name)
self.platListWidget.insertItem(index, item)
self.platListWidget.setCurrentRow(index)
def get_enabled_state(self):
index = self.platListWidget.currentRow()
if len(self.plat_list) > 0:
is_enabled = self.plat_list[index].enabled
if is_enabled:
self.plat_enabled_check.setChecked(True)
else:
self.plat_enabled_check.setChecked(False)
else:
self.plat_enabled_check.setChecked(False)
if index in self.db_indices:
self.del_plat_but.setEnabled(True)
else:
self.del_plat_but.setEnabled(False)
valid_selection = False
for plat in self.plat_list:
if plat.plat_id == index:
valid_selection = True
if valid_selection:
self.edit_plat_but.setEnabled(True)
self.plat_enabled_check.setEnabled(True)
else:
self.edit_plat_but.setEnabled(False)
self.plat_enabled_check.setEnabled(False)
def edit_platform(self):
index = self.platListWidget.currentRow()
self.plat_edit_win = PlatformEdit(self.plat_list[index])
plat_edit_res = self.plat_edit_win.exec()
if plat_edit_res == QDialog.DialogCode.Accepted:
item = self.platListWidget.takeItem(index)
item.setText(self.plat_list[index].plat_name)
self.platListWidget.insertItem(index, item)
self.platListWidget.setCurrentRow(index)
def save_platforms(self):
self.db.write_platforms(self.plat_list)
self.update_plat_list()
self.db_indices = [x for x in range(len(self.plat_name_list))]
def toggle_platform_state(self):
index = self.platListWidget.currentRow()
state = self.plat_enabled_check.isChecked()
if len(self.plat_list) > 0 and index >= 0:
self.plat_list[index].enabled = state
def remove_platform(self):
index = self.platListWidget.currentRow()
del_dialog_res = self.del_plat_dialog.exec()
if del_dialog_res == QMessageBox.StandardButton.Yes:
self.db.remove_platform(index)
self.update_plat_list()
def showEvent(self, event):
self.get_enabled_state()

26
src/resource_finder.py
View File

@@ -2,12 +2,24 @@ import os.path
import sys
# If using PyInstaller, use it's temporary path, otherwise use cwd
# Credit: https://stackoverflow.com/questions/7674790/bundling-data-files-with-pyinstaller-onefile/13790741#13790741
# Returns the correct path for Nuitka onefile mode, standalone mode or normal Python
# Credit: https://nuitka.net/user-documentation/common-issue-solutions.html#onefile-finding-files
def get_res_path(relative_path):
try:
base_path = sys._MEIPASS
except AttributeError:
base_path = os.path.abspath(".")
path_a = ""
return os.path.join(base_path, relative_path)
try:
path_a = os.path.join(sys.__compiled__.containing_dir, relative_path)
except AttributeError:
pass
path_b = os.path.join(os.path.dirname(__file__), relative_path)
path_c = os.path.join(os.path.dirname(sys.argv[0]), relative_path)
if os.path.isfile(path_a):
return path_a
elif os.path.isfile(path_b):
return path_b
elif os.path.isfile(path_c):
return path_c
else:
return os.path.join(os.path.abspath("."), relative_path)

1
src/widgets/fastedit_spinbox.py
View File

@@ -7,6 +7,7 @@ class FastEditQDoubleSpinBox(QDoubleSpinBox):
QTimer.singleShot(0, self.selectAll)
super(FastEditQDoubleSpinBox, self).focusInEvent(e)
class FastEditQSpinBox(QSpinBox):
def focusInEvent(self, e):
QTimer.singleShot(0, self.selectAll)

13
src/widgets/mpl_widget.py Normal file
View File

@@ -0,0 +1,13 @@
from matplotlib.backends.backend_qtagg import FigureCanvasQTAgg
from matplotlib.figure import Figure
from PyQt6.QtWidgets import QWidget, QVBoxLayout
class MplWidget(QWidget):
def __init__(self, parent=None):
super().__init__(parent)
self.canvas = FigureCanvasQTAgg(Figure(figsize=(15, 8), dpi=100))
vertical_layout = QVBoxLayout()
vertical_layout.addWidget(self.canvas)
self.canvas.axes = self.canvas.figure.add_subplot(1, 1, 1)
self.setLayout(vertical_layout)