Virtual Investment Portfolio Management Task

• Disclaimer
• Description
• Database_Schema
• Backend_Endpoints
• Challenges
• Run Command
• Create Super User
• improvements

Disclaimer

I don't have experience in frontend development in general and everything done in this task/repo is the result of alot of self-study and experimenting done over my time (besides working hours).

Please take that into consideration.

Description

Each client should have some balance in their virtual investment portfolios. Gain and loss of clients should be calculated based on the difference between purchase and current prices of stocks. Each purchase should be deducted from the client’s balance. There is no need to store unit price change logs for any stock.

Database_Schema

Backend_Endpoints

• Customer API Endpoints
• Stocks API Endpoints
• Transactions API Endpoints
• Accounts API Endpoints

Challenges

• One of the most challenges in this task is frontend development, frontend development takes about 90% of the time.
• Race condition, which can happens in two casees
  • first case: many customers can buy the same stock (which can make a race condition)
  • second case: same customer can buy different stocks in the same balance (we need to lock balance in every create transaction)

Run Command

• in this step you need just one command to run the project
• docker-compose up

Run unit test (backend side)

• go to inside terminal of backend instance in docker docker exec -it container_id
• run python manage.py test

Create Super User

• inside backend terminal instance docker exec -it container_id
• put this command to create super user which helps you to login in django admin
• python manage.py createsuperuser
• put username, email, password
• finally, you can go to login in django admin and see our data http://localhost:8000/admin

Improvements

• Improve UI
• Handle more errors in frontend side
• Use service layer in backend development to separate business from models
• Added unittests in frontend side