親手教你如何搭建一個基金模擬系統（基於Django框架）

第一步：建立專案、APP以及靜態檔案儲存資料夾

django-admin startproject Chongyang
django-admin startapp Stock # Chongyang資料夾裡面操作

在chongyang專案建立statics和templates兩個資料夾

第二步：配置Setting.py檔案

INSTALLED_APPS = [
 'django.contrib.admin','django.contrib.auth','django.contrib.contenttypes','django.contrib.sessions','django.contrib.messages','django.contrib.staticfiles','Stock' # 新增自己的APP名
] 

TEMPLATES = [
 {
 'BACKEND': 'django.template.backends.django.DjangoTemplates','DIRS': [os.path.join(BASE_DIR,'templates')],# 靜態資料夾地址（必須配置）
 'APP_DIRS': True,'OPTIONS': {
  'context_processors': [
  'django.template.context_processors.debug','django.template.context_processors.request','django.contrib.auth.context_processors.auth','django.contrib.messages.context_processors.messages',],},]

# 資料庫配置（使用預設sqlite） 
DATABASES = {
 'default': {
 'ENGINE': 'django.db.backends.sqlite3',# 'NAME': os.path.join(BASE_DIR,'db.sqlite3'),'NAME': os.path.join(BASE_DIR,'StockDB.db'),}
 }

LANGUAGE_CODE = 'zh-hans' # 漢語
TIME_ZONE = 'Asia/Shanghai' # 時區

STATIC_URL = '/static/'  # 靜態檔案配置
STATICFILES_DIRS = [
 os.path.join(BASE_DIR,'statics'),# 具體的路徑
 os.path.join(BASE_DIR,'templates'),]

第三步：執行專案

python manage.py runserver 0.0.0.0:8000

到目前為止，你已經建立了一個擁有極其龐大功能的web網站，後續只需啟用相應的服務即可

url.py # 路由配置檔案
views.py # 功能實現檔案
admin.py # 後臺管理檔案
model.py # 資料庫建立檔案

第四步：具體專案配置

在配置好前面設定後直接在相應的檔案裡複製如下程式碼執行專案即可

1、models.py

from django.db import models
import uuid

# 基金經理資料表
class Fund_Manger(models.Model):
 name = models.CharField(max_length=20)
 age = models.IntegerField()
 entry_time = models.CharField(max_length=20)
 def __str__(self):
 return self.name

# 股票資訊資料表
class Stock(models.Model):
 stock_name = models.CharField(max_length=20)
 code = models.CharField(max_length=10)
 def __str__(self):
 return self.code

# 交易系統表
class Trading(models.Model):
 name = models.CharField(max_length=20)
 time = models.DateTimeField()
 code = models.CharField(max_length=10)
 number = models.IntegerField()
 price = models.CharField(max_length=10)
 operate = models.CharField(max_length=10)
 total_price = models.CharField(max_length=20)

# 清算資料表
class Fund_pool(models.Model):
 time = models.DateTimeField()
 total_pool = models.CharField(max_length=30)
 oprate_people = models.CharField(max_length=10)
 people_num = models.IntegerField()
 def __str__(self):
 return self.total_pool

2、url.py

from django.contrib import admin
from django.urls import path
from django.conf.urls import url
from Stock import views

urlpatterns = [
 path('admin/',admin.site.urls),url(r'^$',views.index),url(r'^data_entry/$',views.data_entry,name='data_entry'),url(r'^add_fund_manger/$',views.add_fund_manger),url(r'^add_stock/$',views.add_stock),url(r'^check$',views.check_index,name='check'),url(r'^trading/$',views.check),url(r'^trading_success/$',views.trading),url(r'^fund_pool/$',views.Fund_pool_,name='fund_pool'),url(r'^account/$',views.Account)
]

3、views.py

from django.shortcuts import render
from django.http import HttpResponse
from django.utils import timezone
from Stock.models import Fund_Manger,Stock,Trading,Fund_pool
import re


def index(request):
 return render(request,'index.html')

def data_entry(request):
 return render(request,'data_entry.html')

def check_index(request):
 return render(request,'check.html')

def add_fund_manger(request):
 '''
 新增時需判斷原始表是否已經存在此使用者資訊
 同時新增年齡限制（20~40）
 '''
 if request.method == "POST":
 name = request.POST['name']
 age = request.POST['age']
 entry_time = request.POST['Time']
 check_name = Fund_Manger.objects.filter(name=name)
 if check_name:
  return HttpResponse("<center><h1>該使用者已處在！</h1></center>")
 else:
  if int(age) < 20 or int(age) >= 40:
  return HttpResponse("<center><h1>該使用者年齡不符合要求！</h1></center>")
  else:
  Mas = Fund_Manger(name=name,age=age,entry_time=entry_time)
  Mas.save()
  return HttpResponse("<center><h1>使用者註冊成功！</h1></center>")

def add_stock(request):
 '''
 新增基金池資料時需對股票程式碼做限定
 僅限A股市場，同時做異常捕獲處理
 '''
 if request.method == "POST":
 stock_name = request.POST['stock_name']
 post_code = request.POST['code']
 # 過濾交易程式碼（以0、3、6開頭長度為6的數字）
 pattern = re.compile(r'000[\d+]{3}$|^002[\d+]{3}$|^300[\d+]{3}$|^600[\d+]{3}$|^601[\d+]{3}$|^603[\d+]{3}$')
 code = pattern.findall(post_code)
 # 異常處理
 try:
  num = code[0].__len__()
  if num == 6:
  Mas = Stock(stock_name=stock_name,code=code[0])
  Mas.save()
  return HttpResponse("<center><h1>基金池資料新增成功！</h1></center>")
  else:
  return HttpResponse("<center><h1>錯誤程式碼！</h1></center>")

 except Exception as e:
  return HttpResponse("<center><h1>錯誤程式碼！</h1></center>")

def check(request):
 '''
 資訊合規查詢（僅限A股資料）
 需對基金經理、股票程式碼、交易數量同時做判斷
 '''
 if request.method == "POST":
 name = request.POST['name']
 code = request.POST['code']
 number = request.POST['number']
 # 基金經理資訊過濾
 try:
  check_name = Fund_Manger.objects.filter(name=name)
  if check_name:
  # 基金池資料過濾
  try:
   check_code = Stock.objects.filter(code=code)
   # 交易數量過濾
   if check_code:
   if int(number) % 100 == 0:
    return render(request,'trade_index.html',{"name": name,"code": code,"number": number})
   else:
    return HttpResponse('<center><h1>交易數量填寫錯誤！</h1></center>')
   else:
   return HttpResponse('<center><h1>基金池無該股票資訊！</h1></center>')

  except Exception as e:
   print('異常資訊為：%s' % str(e))
   pass
  else:
  return HttpResponse('<center><h1>沒有該基金經理！</h1></center>')

 except Exception as e:
  print('異常資訊為：%s' % str(e))
  pass

def trading(request):
 '''
 按照操作進行劃分（買入賣出）
 若買入只需判斷交易金額與剩餘現金資產對比即可
 若賣出還需對其持股數量加以判斷
 '''
 if request.method == "POST":
 name = request.POST['name']
 code = request.POST['code']
 number = request.POST['number']
 price = request.POST['price']
 operate = request.POST['operate']
 # 獲取剩餘可用資金
 try:
  total_price = float(Trading.objects.all().order_by('-time')[0].total_price)
 except Exception as e:
  total_price = 1000000

 if operate == '賣出':
  # 獲取此股票持倉數量
  stock_nums = Trading.objects.filter(code=code)
  stock_num = sum([i.number for i in stock_nums])
  number = -int(number)
  if abs(number) <= stock_num:
  # 計算交易所需金額
  trade_price = float(price) * int(number)
  balance = total_price - trade_price
  Time_ = timezone.localtime(timezone.now()).strftime("%Y-%m-%d %H:%M:%S")
  Mas = Trading(name=name,time=Time_,code=code,number=number,price=price,operate=operate,total_price=balance)
  Mas.save()
  return HttpResponse("<center><h1>交易完成！</h1></center>")
  else:
  return HttpResponse("<center><h1>持倉數小於賣出數，無法交易！</h1></center>")

 elif operate == '買入':
  trade_price = float(price) * int(number)
  balance = total_price - trade_price
  Time_ = timezone.localtime(timezone.now()).strftime("%Y-%m-%d %H:%M:%S")
  if trade_price <= total_price:
  Mas = Trading(name=name,total_price=balance)
  Mas.save()
  print(total_price)
  return HttpResponse("<center><h1>交易完成！</h1></center>")
  else:
  print(total_price)
  return HttpResponse("<center><h1>資金總額不足！</h1></center>")
 else:
  return HttpResponse("<center><h1>無效指令！</h1></center>")

def Fund_pool_(request):
 return render(request,'fund_pool.html')

def Account(request):
 '''
 清算只需查詢操作人是否為基金經理即可
 '''
 if request.method == "POST":
 name = request.POST['name']
 # 基金經理資訊
 check_name = Fund_Manger.objects.filter(name=name)
 # 基金操作人數統計
 oprate_people = Trading.objects.all()
 if check_name:
  total_price = float(Trading.objects.all().order_by('-time')[0].total_price)
  total_pool = '￥ ' + str(total_price)
  oprate_people_num = set([stock_name.name for stock_name in oprate_people]).__len__()
  Time_ = timezone.localtime(timezone.now()).strftime("%Y-%m-%d %H:%M:%S")
  Mas = Fund_pool(time=Time_,total_pool=total_pool,oprate_people=name,people_num=oprate_people_num)
  Mas.save()
  return HttpResponse("<center><h1>資料清算成功！</h1></center>")
 else:
  return HttpResponse('<center><h1>非法操作！</h1></center>')

4、admin.py

from django.contrib import admin
from Stock.models import Fund_Manger,Fund_pool

# Register your models here.
class Fund_MangerAdmin(admin.ModelAdmin):
 list_display = ('name','age','entry_time')

class StockAdmin(admin.ModelAdmin):
 list_display = ('stock_name','code')

class TradingAdmin(admin.ModelAdmin):
 list_display = ('name','time','code','number','price','operate','total_price')

class Fund_PoolAdmin(admin.ModelAdmin):
 list_display = ('time','total_pool','oprate_people','people_num')

admin.site.register(Fund_Manger,Fund_MangerAdmin)
admin.site.register(Stock,StockAdmin)
admin.site.register(Trading,TradingAdmin)
admin.site.register(Fund_pool,Fund_PoolAdmin)

第五步：在templates資料夾下面建立業務頁面

1、index.html

<!DOCTYPE html>
<html lang="en">
<head>
{# <meta http-equiv="refresh" content="3;URL=data_entry/">#}
 <meta charset="UTF-8">
 <title>首頁</title>
<style>
 a{ font-size:25px; color: white}
 li{ color: white; font-size: 30px}
</style>

</head>
<body style="background:url('../static/images/background.jpg') no-repeat fixed top; background-size: 100% 180%;overflow: hidden;">

<center>
 <br/>
 <div style="position:fixed;left:0;right:0;top:0;bottom:0;width: 500px; height: 400px; margin:auto;">
 <img src="../static/images/logo.jpg" width="245" height="100">
 <h2 style="color: white; size: 10px">基金模擬系統：</h2>

 <li><a href="{% url 'data_entry' %}" rel="external nofollow" >資料錄入系統</a></li>
 <li><a href="{% url 'check' %}" rel="external nofollow" aria-setsize="10px">合規管理系統</a></li>
 <li><a href="{% url 'fund_pool' %}" rel="external nofollow" >尾盤清算系統</a></li>

 </div>
</center>

</body>
</html>

2、check.html

<!DOCTYPE html>
<html>
<head>
<title>合規查詢系統</title>
</head>
<body style="background:url('../static/images/background.jpg') no-repeat fixed top; background-size: 100% 180%;overflow: hidden;">
<center>
 <br/>
 <div style="position:fixed;left:0;right:0;top:0;bottom:0;width: 500px; height: 400px; margin:auto;">
 <img src="../static/images/logo.jpg" width="245" height="100">
 <h2 style="color: white; size: 10px">合規查詢系統：</h2>
  <form action="/trading/" method="POST">
  {% csrf_token %}
  <label style="color: white; size: 10px">姓名: </label>
  <input type="text" name="name"> <br>
  <label style="color: white; size: 10px">程式碼: </label>
  <input type="text" name="code"> <br>
  <label style="color: white; size: 10px">數量: </label>
  <input type="text" name="number"> <br><br>
  <input type="submit" type="submit" style="width: 80px;height: 30px;border-radius: 7px;" value="提 交">
  </form>
 </div>
</center>
</body>
</html>

3、data_entry.html

<!DOCTYPE html>
<html>
<head>
<title>資料錄入系統</title>
</head>
<body style="background:url('../static/images/background.jpg') no-repeat fixed top; background-size: 100% 180%;overflow: hidden;">

<center>
 <div style="position:fixed;left:0;right:0;top:0;bottom:0;width: 700px; height: 400px; margin:auto;">

 <h1 style="color: white; size: 10px">重陽投資</h1>

 <h4 style="color: white; size: 10px">基金交易職員資訊錄入系統：</h4>
  <form action="/add_fund_manger/" method="post">
  {% csrf_token %}
  <label style="color: white; size: 10px">姓名: </label>
  <input type="text" name="name"> <br>
  <label style="color: white; size: 10px">年齡: </label>
  <input type="text" name="age"> <br>
  <label style="color: white; size: 10px">入職時間: </label>
  <input type="text" name="Time"> <br><br>
  <input type="submit" style="width: 80px;height: 30px;border-radius: 7px;" value="提 交">
  </form>

  <h4 style="color: white; size: 10px">基金池資訊錄入系統：</h4>
  <form action="/add_stock/" method="post">
  {% csrf_token %}
  <label style="color: white; size: 10px">股票簡稱: </label>
  <input type="text" name="stock_name"> <br>
  <label style="color: white; size: 10px">程式碼: </label>
  <input type="text" name="code"> <br><br>
  <input type="submit" style="width: 80px;height: 30px;border-radius: 7px;" value="提 交">
  </form>
 </div>
</center>
</body>
</html>

4、trade_index.html

<!DOCTYPE html>
<html>
<head>
<title>交易系統</title>
</head>
<body style="background:url('../static/images/background.jpg') no-repeat fixed top; background-size: 100% 250%;overflow: hidden;">
<center>
 <div style="position:fixed;left:0;right:0;top:0;bottom:0;width: 500px; height: 400px; margin:auto;">
 <h1 style="color: white; size: 10px">重陽投資</h1>
 <h2 style="color: white; size: 10px">交易系統：</h2>
  <form action="/trading_success/" method="POST">
  {% csrf_token %}
  <label style="color: white; size: 10px">姓名: </label>
  <input type="text" name="name" value={{ name }} readonly="readonly" /> <br>
  <label style="color: white; size: 10px">程式碼: </label>
  <input type="text" name="code" value={{ code }} readonly="readonly" /> <br>
  <label style="color: white; size: 10px">數量: </label>
  <input type="text" name="number" value={{ number }} readonly="readonly" /> <br>
  <label style="color: white; size: 10px">價格: </label>
  <input type="text" name="price"> <br>
  <label style="color: white; size: 10px">操作: </label>
  <input type="text" name="operate"> <br><br>
  <input type="submit" type="submit" style="width: 80px;height: 30px;border-radius: 7px;" value="提 交">
  </form>
 </div>
</center>
</body>
</html>

5、fund_pool.html

<!DOCTYPE html>
<html>
<head>
<title>基金清算系統</title>
</head>
<body style="background:url('../static/images/background.jpg') no-repeat fixed top; background-size: 100% 180%;overflow: hidden;">
<center>
 <br>
 <div style="position:fixed;left:0;right:0;top:0;bottom:0;width: 500px; height: 400px; margin:auto;">
 <h1 style="color: white; size: 10px">重陽投資</h1>
 <h4 style="color: white; size: 10px">基金清算系統：</h4>
  <form action="/account/" method="post">
  {% csrf_token %}
  <label style="color: white; size: 10px">姓名: </label>
  <input type="text" name="name"> <br><br>
  <input type="submit" style="width: 80px;height: 30px;border-radius: 7px;" value="清 算">
  </form>
 </div>
</center>
</body>
</html>

第六步：建立表結構，建立超級管理員，執行專案即可

python manage.py makemigrations
python manage.py migrate
python manage.py createsuperuser
python manage.py runserver 0.0.0.0:8000

以下內容只是自己學習Django的一點總結分享，有不足的地方歡迎大家指導學習，一起進步。

這篇使用Django搭建一個基金模擬交易系統教程就是小編分享給大家的全部內容了，希望能給大家一個參考，也希望大家多多支援我們。