Updating readme

README.md

@@ -46,11 +46,11 @@ You will need the following installed on your computer system and import the fol
 
 * Password Hashing - this web application hashes the user's password upon account registration, so no real passwords are stored in the database
 
-* Portfolio Balance - presents users current investment portfolio
+* Portfolio Balance - presents users current investment portfolio and cash position. Default new users start with $10,000.
 
-* Quote & Buy - in a sequential three step process, the user may query for real time quotes, estimate a buy order, and execute a buy order followed buy a confirmation. Again, real-time quotes are provided by: https://iexcloud.io/
+* Quote & Buy - in a three step process, the user will first query for a stock ticker, perform a buy estimate, and either executes a buy order, or not, using real time API quotes provided by IEX Cloud (https://iexcloud.io/) This process is concluded with a buy order confirmation
 
-* Sell - in a sequential two step process, users may estimate a sell order, and subsequently execute a sell order
+* Sell - in a two step process, users may estimate, and subsequently, execute a sell order
 
 * Transaction History - view when all orders were place in the History page where the database displays all executed orders
 
@@ -119,7 +119,7 @@ You will need the following installed on your computer system and import the fol
 
 * Use Regular Expressions to vet unwanted inputs
 
-* Update to production grade database infrastructure using PostGres SQL and deploy using Heroku
+* Update to production grade database infrastructure using PostGres SQL and deploy using Heroku because of it's free cost structure for dynamic data
 
 * Create function to allow users to change passwords or add more money
 

sql_queries.txt

@@ -0,0 +1,62 @@
+CREATE TABLE IF NOT EXISTS 'users' ('id' INTEGER PRIMARY KEY AUTOINCREMENT NOT NULL
+                                    ,'username' TEXT NOT NULL
+                                    ,'hash' TEXT NOT NULL
+                                    ,'cash' NUMERIC NOT NULL DEFAULT 10000.00
+                                    );
+
+CREATE TABLE sqlite_sequence(name,seq);
+
+CREATE UNIQUE INDEX 'username' ON "users" ("username");
+
+CREATE TABLE names(first_name TEXT NOT NULL,
+                    last_name VARCHAR(255) NOT NULL,
+                    email_address TEXT NOT NULL,
+                    name_id INTEGER PRIMARY KEY AUTOINCREMENT NOT NULL,
+                    FOREIGN KEY(name_id) REFERENCES users(id)
+                    );
+
+CREATE TABLE IF NOT EXISTS 'companies' ('id' INTEGER PRIMARY KEY AUTOINCREMENT NOT NULL
+                                        ,'name' TEXT  NOT NULL
+                                        ,'symbol' VARCHAR(4) NOT NULL UNIQUE
+                                        ,'exchange' TEXT NOT NULL
+                                        );
+
+CREATE TABLE cash (id INTEGER PRIMARY KEY AUTOINCREMENT NOT NULL,
+                    datetime DATETIME NOT NULL,
+                    debit REAL NOT NULL,
+                    credit REAL NOT NULL,
+                    user_id INTEGER NOT NULL
+                    ,trans_id VARCHAR(20),
+                    FOREIGN KEY(user_id) REFERENCES users (id)
+                    );
+
+CREATE TABLE IF NOT EXISTS 'transactions' (trans_id INTEGER PRIMARY KEY AUTOINCREMENT NOT NULL,
+                                            datetime DATETIME NOT NULL,
+                                            price REAL NOT NULL,
+                                            quantity INTEGER NOT NULL,
+                                            total REAL NOT NULL,
+                                            ordertype TEXT NOT NULL,
+                                            c_id INTEGER NOT NULL,
+                                            user_id INTEGER NOT NULL,
+                                            CHECK (ordertype IN ('BUY', 'SELL')),
+                                            FOREIGN KEY(c_id) REFERENCES companies (id),
+                                            FOREIGN KEY(user_id) REFERENCES users (id)
+                                            );
+
+WITH indexSetup AS (
+    SELECT u.username, c.symbol, c.name, t.c_id, t.ordertype, SUM(u.cash) AS cash, SUM(t.quantity) as quantity, SUM(t.quantity * t.price) AS total FROM transactions t
+JOIN companies c ON t.c_id = c.id JOIN users u ON t.user_id = u.id WHERE user_id =1 GROUP BY  1, 2, 3, 4, 5)
+,sell AS(SELECT username, symbol,  name, c_id, SUM(cash) AS cash, SUM(quantity) AS quantity , SUM(total) AS costBasis FROM indexSetup WHERE ordertype = 'SELL' GROUP BY 1, 2, 3, 4)
+
+, buy AS(SELECT username, symbol,  name, c_id, SUM(cash) AS cash, SUM(quantity) AS quantity , SUM(total) AS costBasis FROM indexSetup WHERE ordertype = 'BUY' GROUP BY 1, 2, 3, 4)
+
+,results AS(
+	SELECT username, symbol,  name, c_id, cash,
+		COALESCE(SUM(b.quantity - s.quantity), b.quantity) AS quantity,
+		COALESCE(SUM(b.costBasis - s.costBasis), b.costBasis)  AS total 
+		FROM buy b
+		LEFT JOIN sell s USING(username, symbol, name, c_id, cash)
+		GROUP BY 1, 2, 3, 4, 5
+		ORDER BY name
+		)
+SELECT * FROM results WHERE quantity >0;