File: setup_beancounter

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beancounter 0.8.8
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#! /bin/bash -e
#
#   setup_beancounter --- Example usage of the beancounter tool
#  
#   Copyright (C) 2000 - 2006  Dirk Eddelbuettel <edd@debian.org>
#  
#   This program is free software; you can redistribute it and/or modify
#   it under the terms of the GNU General Public License as published by
#   the Free Software Foundation; either version 2 of the License, or
#   (at your option) any later version.
#  
#   This program is distributed in the hope that it will be useful,
#   but WITHOUT ANY WARRANTY; without even the implied warranty of
#   MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
#   GNU General Public License for more details.
#  
#   You should have received a copy of the GNU General Public License
#   along with this program; if not, write to the Free Software
#   Foundation, Inc., 675 Mass Ave, Cambridge, MA 02139, USA.

#   $Id: setup_beancounter,v 1.41 2006/03/22 04:15:28 edd Exp $

#  If we really want to be independent of the underlying database, this 
#  probably needs to written in Perl using DBI/DBD
#
#  This once started as being PostgreSQL specific ...
#
#  MySQL patches by Mathias Weidner <mathias@weidner.in-bad-schmiedeberg.de>
#
#  SQLite support was added some time in 2003.
#
#  As of 2005-04-13, two SQLite versions are supported: the new SQLite3 is the
#  default, but with option -o $file, the previous version can be used.  This
#  assumes a layout as on Debian systems, i.e.
#
#   				current v3	previous v2
#      binary programs		sqlite3		sqlite
#      Perl DBI Module		DBD::SQLite	DBD::SQLite2
#
#  i.e. a binary program 'sqlite3' is used to create a database for SQLite 3.*
#  for which Perl code uses the DBD::SQLite module --- whereas 'sqlite' invokes
#  the binary for the previous release SQLite 2.* for which Perl uses DBD::SQLite2
#  If this differs on your system, you need to adjust the assignments of 
#  DBCOMMAND below, and/or adjust BeanCounter.pm for the proper Perl module.

# -------------------------- 'global' variables

progname=$(basename $0)

if [ "$USER" = "" ]
then
    USER=$(whoami)
fi

DATABASE='beancounter'
VERSION='0.8.8'
DBSYSTEM='PostgreSQL'
#DBSYSTEM='MySQL'
SCHEMA_ONLY=0

DAYOFWEEK=$(date +"%u")
if [ "$DAYOFWEEK" -gt 5 ] || [ "$DAYOFWEEK" -eq 1 ] 
then
    LASTBIZDAY="last friday"
else
    LASTBIZDAY="yesterday"
fi

# Dow Jones Industrial Average 
# see for example http://www.amex.com/indexshares/index_shares_diamonds_list.stm
DJIA="AA AXP T BA CAT C KO DIS DD EK XOM GE GM HPQ HD HON INTC IBM IP JNJ MCD MRK MSFT MMM JPM MO PG T UTX WMT"

# S&P500 is at http://www.spglobal.com/ssindexmain500text.html
# NASDAQ is at http://www.nasdaq.com/asp/nasdaq100_activity.stm
# S&P/TSE60 is at http://www.spglobal.com/ssindexmaintsealpha.html
# (NB that Canadian stocks need a .TO suffix, eg Air Canada becomes AC.TO)

# --------------------------- shell functions below --------------------------
function usage_and_exit
{
    cat<<EOF
Created (and fill) database tables for beancounter
Usage: $progname [-m] [-n databasename] [-h] 
Options:
    -m		Use MySQL instead of PostgreSQL
    -n SOMENAME Create database as SOMENAME instead of beancounter
    -l dbfile   Use SQLite3 (current version) as backend with file 'dbfile'
    -o dbfile   Use SQLite (old v2) as backend with file 'dbfile'
    -s		Schema only -- Do not fill the database
    -h		Show this help
EOF
    exit 0
}

function execute
{
    echo -n "** Running:     "
    echo "$1"
    eval "$1"
    echo
}


function create_mysql_tables
{
    echo | $DBCOMMAND $DATABASE <<EOF 

    create table beancounter (
	version			varchar(12) not null,
   	data_last_updated	datetime
    );
    insert into beancounter values ('$VERSION', 'now');

    CREATE TABLE fxprices (
	currency varchar(12) NOT NULL default '',
	date date default NULL,
	previous_close float default NULL,
	day_open float default NULL,
	day_low float default NULL,
	day_high float default NULL,
	day_close float default NULL,
	day_change float default NULL,
	UNIQUE KEY fxprices_pkey(currency,date)
    ) TYPE=MyISAM;

    CREATE TABLE indices (
	symbol varchar(12) NOT NULL default '',
	stockindex varchar(12) NOT NULL default ''
    ) TYPE=MyISAM;

    CREATE TABLE portfolio (
	symbol varchar(16) NOT NULL default '',
	shares float default NULL,
	currency varchar(12) default NULL,
	type varchar(16) default NULL,
	owner varchar(16) default NULL,
	cost float default NULL,
	date date default NULL,
	UNIQUE KEY portfolio_pkey(symbol,owner,date)
    ) TYPE=MyISAM;

    CREATE TABLE stockinfo (
	symbol varchar(12) NOT NULL default '',
	name varchar(64) NOT NULL default '',
	exchange varchar(16) NOT NULL default '',
	capitalisation float default NULL,
	low_52weeks float default NULL,
	high_52weeks float default NULL,
	earnings float default NULL,
	dividend float default NULL,
	p_e_ratio float default NULL,
	avg_volume int(11) default NULL,
	active bool default '1',
	PRIMARY KEY (symbol)
    ) TYPE=MyISAM;

    CREATE TABLE stockprices (
	symbol varchar(12) NOT NULL default '',
	date date default NULL,
	previous_close float default NULL,
	day_open float default NULL,
	day_low float default NULL,
	day_high float default NULL,
	day_close float default NULL,
	day_change float default NULL,
	bid float default NULL,
	ask float default NULL,
	volume numeric default NULL,
	UNIQUE KEY stockprices_pkey(symbol,date)
    ) TYPE=MyISAM;

    create table cash (
	name varchar(16) not null default '',
	value float default null,
	currency varchar(12) default null,
	type varchar(12) default null,
	owner varchar(16) default NULL,
	cost float default NULL,
	date date default NULL,
	UNIQUE KEY cash_pkey(name,type,owner,date)
    ) TYPE=MyISAM;
    \q
EOF
}

function create_postgres_tables
{
    echo | $DBCOMMAND $DATABASE <<EOF 

	create table beancounter (
	    version		varchar(12) not null,
   	    data_last_updated	timestamp with time zone
	);
	insert into beancounter values('$VERSION', 'now');

	create table stockinfo (
	    symbol   		varchar(12) not null default '',
	    name     		varchar(64) not null default '',
	    exchange 		varchar(16) not null default '',
	    capitalisation  	float4 default null,
	    low_52weeks		float4 default null,
	    high_52weeks	float4 default null,
	    earnings		float4 default null,
	    dividend		float4 default null,
	    p_e_ratio		float4 default null,
	    avg_volume		int4 default null,
	    active		boolean default TRUE
	);
	create unique index stockinfo_pkey
	    on stockinfo (symbol);

	create table stockprices (
	    symbol   		varchar(12) not null default '',
	    date		date default null,
	    previous_close	float4 default null,
	    day_open		float4 default null,
	    day_low		float4 default null,
	    day_high		float4 default null,
	    day_close		float4 default null,
	    day_change		float4 default null,
	    bid			float4 default null,
	    ask			float4 default null,
	    volume		numeric default null
	);
	create unique index stockprices_pkey
	    on stockprices (symbol, date);

	create table fxprices (
	    currency   		varchar(12) not null default '',
	    date		date default null,
	    previous_close	float4 default null,
	    day_open		float4 default null,
	    day_low		float4 default null,
	    day_high		float4 default null,
	    day_close		float4 default null,
	    day_change		float4 default null
	);
	create unique index fxprices_pkey
	    on fxprices (currency, date);

	create table portfolio (
	    symbol   		varchar(16) not null default '',
	    shares		float4 default null,
	    currency		varchar(12) default null,
	    type		varchar(16) default null,
	    owner		varchar(16) default null,
	    cost		float(4) default null,
	    date		date default null
	);
	create unique index portfolio_pkey
	    on portfolio (symbol, owner, date);

	create table cash (
	    name 		varchar(16) not null default '',
	    value 		float default null,
	    currency 		varchar(12) default null,
	    type 		varchar(12) default null,
	    owner 		varchar(16) default NULL,
	    cost 		float default NULL,
	    date 		date default NULL
	);
	create unique index cash_pkey 
	    on cash (name,type,owner,date);

	create table indices (
	    symbol   		varchar(12) not null default '',
	    stockindex		varchar(12) not null default ''
	);
	\q
EOF
}

function create_sqlite_tables 
{
    echo | $DBCOMMAND $DATABASE <<EOF 

	create table beancounter (
	    version		varchar(12) not null,
   	    data_last_updated	timestamp with time zone
	);
	insert into beancounter values('$VERSION', 'now');

	create table stockinfo (
	    symbol   		varchar(12) not null default '',
	    name     		varchar(64) not null default '',
	    exchange 		varchar(16) not null default '',
	    capitalisation  	float4 default null,
	    low_52weeks		float4 default null,
	    high_52weeks	float4 default null,
	    earnings		float4 default null,
	    dividend		float4 default null,
	    p_e_ratio		float4 default null,
	    avg_volume		int4 default null,
	    active		boolean default TRUE
	);
	create unique index stockinfo_pkey
	    on stockinfo (symbol);

	create table stockprices (
	    symbol   		varchar(12) not null default '',
	    date		date default null,
	    previous_close	float4 default null,
	    day_open		float4 default null,
	    day_low		float4 default null,
	    day_high		float4 default null,
	    day_close		float4 default null,
	    day_change		float4 default null,
	    bid			float4 default null,
	    ask			float4 default null,
	    volume		numeric default null
	);
	create unique index stockprices_pkey
	    on stockprices (symbol, date);

	create table fxprices (
	    currency   		varchar(12) not null default '',
	    date		date default null,
	    previous_close	float4 default null,
	    day_open		float4 default null,
	    day_low		float4 default null,
	    day_high		float4 default null,
	    day_close		float4 default null,
	    day_change		float4 default null
	);
	create unique index fxprices_pkey
	    on fxprices (currency, date);

	create table portfolio (
	    symbol   		varchar(16) not null default '',
	    shares		float4 default null,
	    currency		varchar(12) default null,
	    type		varchar(16) default null,
	    owner		varchar(16) default null,
	    cost		float(4) default null,
	    date		date default null
	);
	create unique index portfolio_pkey
	    on portfolio (symbol, owner, date);

	create table cash (
	    name 		varchar(16) not null default '',
	    value 		float default null,
	    currency 		varchar(12) default null,
	    type 		varchar(12) default null,
	    owner 		varchar(16) default NULL,
	    cost 		float default NULL,
	    date 		date default NULL
	);
	create unique index cash_pkey 
	    on cash (name,type,owner,date);

	create table indices (
	    symbol   		varchar(12) not null default '',
	    stockindex		varchar(12) not null default ''
	);
EOF
}

function exit_if_exists
{
    set +e
    if [ "$DBSYSTEM" = "MySQL" ]; then
	result=`echo 'show databases'| $DBCOMMAND | grep $DATABASE`
    elif [ "$DBSYSTEM" = "PostgreSQL" ]; then
	result=`$DBCOMMAND template1 -l | grep $DATABASE`
    elif [ "$DBSYSTEM" = "SQLite" ] || [ "$DBSYSTEM" = "SQLite3" ]; then
	result=`test -f $DATABASE && ls -1 $DATABASE`
    fi
    set -e
    if [ "$result" != "" ]
    then
	echo ""
	echo "*** Error: Database exists ***"
	echo ""
	echo "The $DATABASE database already exists"
	echo "This script is not needed to setup the database."
	echo "You might still want to look at its source to write"
	echo "your own script for populating the $DATABASE database."
	echo ""
	echo "If you want to delete the exiting database, use"
	echo "    dropdb $DATABASE       	for PostgreSQL"
	echo "    mysqladmin -f drop $DATABASE	for MySQL"
	echo "    rm $DATABASE	                for SQLite, SQLite3"
	echo ""
	exit 1
    fi
}

function exit_if_root
{
    if [ "$1" == "root" ]
    then
	echo ""
	echo "*** Error: Root usage ***"
	echo ""
	echo "We do not recommend that you run this script as root"
	echo "Please re-run it as a normal user to setup $DATABASE."
	echo "If you insist, then please uncomment this test first."
	echo ""
	exit 1
#    else
#	echo "Good: We are not running as root"
    fi
}

function exit_if_no_postgres_user
{
    set +e
    ( $DBCOMMAND template1 -c "select * from pg_user;" | grep $1 ) \
			    >/dev/null 2>&1 
    if [ $? -eq 1 ]
    then
	echo ""
	echo "*** Error: No postgresql user '$1'"
	echo ""
	echo "We were unable to start psql as the user '$1' does not exist"
	echo "You need to create a Postgresql user '$1' first:"
	echo ""
	echo "    Change to user postgres:		$ su - postgres"
	echo "    Create the user:       		# createuser $1 -d -A"
	echo "    Exit from user postgres:		# exit"
	echo ""
	echo "and then run this script again."
	echo ""
	exit 1
#    else
#	echo "Good: Postgresql can be accessed by $1"
    fi
    set -e
}

function exit_if_no_mysql_user
{
    set +e
    ( echo "select user from user;" | \
	    $DBCOMMAND mysql | grep $1 ) >/dev/null 2>&1 
    if [ $? -eq 1 ]
    then
	echo ""
	echo "*** Error: No mysql user '$1'"
	echo ""
	echo "We were unable to start mysql as the user '$1' does not exist"
	echo "You need to create a MySQL user '$1' first:"
	echo ""
	echo "    Change to super user (MySQL Admin):   $ su -"
	echo "    Start mysql program with mysql db:    # mysql mysql"
	echo "    Create the user:       grant all privileges on *.* to $USER@localhost;"
	echo "    Exit from user mysql:                 > \q"
	echo "    Exit from super user:                 # exit"
	echo ""
	echo "and then run this script again."
	echo ""
	echo "[ NB These instructions are currently approximative. Consult your manual. ]"
	echo "[    And email me a better version :) ]"
	exit 1
#    else
#	echo "Good: MySQL can be accessed by $1"
    fi
    set -e
}
  


# ------------------------ 'main' code -------------------------------------

while getopts ":mn:l:o:sh" opt
do
    case $opt in
	m)
	    DBSYSTEM='MySQL'
	    echo "Now using $DBSYSTEM"
	    ;;
	n)
	    DATABASE=$OPTARG
	    echo "Now using database name $DATABASE"
	    ;;
	l)
	    DBSYSTEM='SQLite'
	    DATABASE=$OPTARG
	    DBCOMMAND="sqlite3"
	    echo "Now using (current) SQLite3 on $DATABASE"
	    ;;
	o)
	    DBSYSTEM='SQLite2'
	    DATABASE=$OPTARG
	    DBCOMMAND="sqlite"
	    echo "Now using (old) SQLite on $DATABASE"
	    ;;
	s)
	    SCHEMA_ONLY=1
	    ;;
	h)
	    usage_and_exit
	    ;;
	?)
	    echo "Ignoring unknown argument, try '$progname -h' for help."
	    ;;
    esac
done	    

BEANCOUNTER="beancounter --dbsystem $DBSYSTEM --dbname $DATABASE"

if [ "$DBSYSTEM" = "PostgreSQL" ]; then		# if Postgres 
    if [ -z "$PASSWORD" ]; then
	DBCOMMAND="psql -q"
    else
	DBCOMMAND="psql -q -W $PASSWORD"
    fi
elif [ "$DBSYSTEM" = "MySQL" ]; then 		# if MySQL
    # mysql(1) arguments -- you could add host, port, ... here
    if [ -z "$PASSWORD" ]; then
	DBCOMMAND="mysql"
    else
	DBCOMMAND="mysql -p$PASSWORD"
    fi
elif [ "$DBSYSTEM" = "SQLite" ]; then 		# if SQLite v3
    true					# nothing to do
elif [ "$DBSYSTEM" = "SQLite2" ]; then 		# if SQLite v2
    true					# nothing to do
else
    echo ""
    echo "*** Error: Unsupported database system ***"
    echo ""
    echo "The backend $DBSYSTEM is not supported. Patches welcome..."
    echo ""
    exit 1
fi

# test if we are running this as root
exit_if_root $USER

# test if database can be accessed by user
if [ "$DBSYSTEM" = "PostgreSQL" ]; then
    exit_if_no_postgres_user $USER
elif [ "$DBSYSTEM" = "MySQL" ]; then
    exit_if_no_mysql_user $USER
fi

# test if $DATABASE exists and exit if true
exit_if_exists

if [ "$DBSYSTEM" = "PostgreSQL" ] || [ "$DBSYSTEM" = "MySQL" ]; then
    echo "Creating $DATABASE database"
    if [ "$DBSYSTEM" = "PostgreSQL" ]; then
        execute "createdb $DATABASE"
    elif [ "$DBSYSTEM" = "MySQL" ]; then
        echo "create database $DATABASE;" | $DBCOMMAND 
    # NB deleting db under MySQL is:  mysqladmin drop beancounter_test -p$PASSWORD
    # grant access to $DATABASE db
    #GRANT="grant select,delete,insert,update on $DATABASE.* to $USER@localhost"
    #echo $GRANT | $DBCOMMAND
    fi
    echo ""
fi

echo "Creating $DATABASE database tables"
if [ "$DBSYSTEM" = "PostgreSQL" ]; then
    create_postgres_tables 
elif [ "$DBSYSTEM" = "MySQL" ]; then
    create_mysql_tables 
elif [ "$DBSYSTEM" = "SQLite2" ] || [ "$DBSYSTEM" = "SQLite" ]; then
    create_sqlite_tables
fi

if [ "$SCHEMA_ONLY" -eq 1 ]; then
    echo "Schema created, exiting"
    exit 0
fi

if [ "$DBSYSTEM" = "PostgreSQL" ] || [ "$DBSYSTEM" = "MySQL" ]; then
    # testing database access from Perl
    echo "Verifying database access from Perl"
    set +e
    $BEANCOUNTER checkdbconnection
    rc="$?"
    if [ "$rc" != 1 ]
    then
       echo "Failure --- please check database permission, possible"
       echo "requirement of a password and other sources of failure"
       echo "to establish a connection."
       exit 1
    fi
    set -e
fi

# insert the DJIA stocks into the indices table
echo "Filling $DATABASE database tables with DJIA stocks"
execute "$BEANCOUNTER addindex DJIA $DJIA"

# create an example of tech stocks
echo "Filling $DATABASE (sample) portfolio"
#execute "$BEANCOUNTER addportfolio CSCO:50:USD NT.TO:100:CAD SIE.DE:10:EUR CGE.PA:50:EUR"
execute "$BEANCOUNTER addportfolio IBM:50:USD XOM:75:USD C:100:USD GOOG:25:USD"

echo -n "Filling $DATABASE with stock info and most recent prices "
echo "for DJIA stocks"
execute "$BEANCOUNTER addstock $DJIA ^GSPC"

echo "Filling $DATABASE with historical prices for example portfolio stocks"
#execute "$BEANCOUNTER backpopulate --prevdate '1 year ago' --date '$LASTBIZDAY' CSCO NT.TO SIE.DE CGE.PA"
execute "$BEANCOUNTER backpopulate --prevdate '1 year ago' --date '$LASTBIZDAY' IBM XOM C GOOG ^GSPC"

echo "Filling $DATABASE with historical fx prices for EUR and CAD"
execute "$BEANCOUNTER fxbackpopulate --ubcfx --prevdate '1 year ago' --date '$LASTBIZDAY' EUR CAD"

echo "Running portfolio pl report on (sample) portfolio"
execute "$BEANCOUNTER plreport --date '$LASTBIZDAY'"

# dayendreport needs a db entry previous price which we don't get from 
# all backpop routines / data combinations
#echo "Running portfolio dayendreport on (sample) portfolio"
#execute "$BEANCOUNTER dayendreport --date '$LASTBIZDAY'"

echo "Running portfolio riskreport on (sample) portfolio"
execute "$BEANCOUNTER risk --date '$LASTBIZDAY'"

echo "Done."
exit 0


=head1 NAME

setup_beancounter - Create and initialise BeanCounter databases

=head1 SYNOPSIS

setup_beancounter [-m] [-n NAME] [-n] [-h] 

=head1 DESCRIPTION

B<setup_beancounter> creates and initialises the databases used by 
B<beancounter>. It also runs some initial reports to illustrate some 
of the features of B<beancounter>.

=head1 OPTIONS

 -m        Use MySQL as the backend over the default PostgreSQL
 -l dbfile Use SQLite \(version 3 or later\) with database file 'dbfile'
 -o dbfile Use SQLite2 \(compatibility mode\) with database file 'dbfile'
 -n name   Use name as the database instead of beancounter
 -s        Do not fill the database, only create its schema
 -h        Show a simple help message

=head1 SEE ALSO

B<beancounter>(1), B<BeanCounter>(1), B<update_beancounter>(1)

=head1 AUTHOR

Dirk Eddelbuettel edd@debian.org

=cut