Display Summary via Web Client

[stvhwrd]

Display Summary via Web Client

Purpose: A summary of the given user's transaction history and the current status of their accounts as well as any set buy or sell triggers and their parameters is displayed to the user.

Data Fields

Data will be transferred to Web Client as JSON and rendered by Web Client.

JSON Schema [WIP]

{
    "userSummary":
    {
        "account":
        {
            "userid": "",  // Globally-unique identifier
            "dollarsAvailable": "", // Current buying power
            "dollarsPending": "" // Amount on hold
        },
        "transactions": [
        {
            "timestamp": "", // Timestamp of execution
            "id": "",  // Globally-unique transaction identifier of
            "type": "", // Type of transaction eg. BUY, SELL
            "status": "", // Status of transaction eg. pending, complete, cancelled
            "dollarsAmount": "", // Dollar amount involved in transaction
            "sharePrice": "", // Price per share at time of purchase
        }],
        "holdings": [
        {
            "stockSymbol": "", // Unique identifier
            "shares": "",  // Number of shares purchased
            "sharePrice": "", // Price per share at time of purchase
            "purchaseDate": "" // Timestamp of execution
        }],
        "triggers": [
        {
            "type": "", // Type of trigger, eg. BUY, SELL
            "dollarAmount": "",  // Dollar amount involved in transaction if triggered
            "transactionId": "" // Globally-unique trigger identifier
        }]
    }
}

[qqqstuv]

Do all these come from Database server? Is there anything from the Logging Server? Should the transactions be stored in Logging Server?

[stvhwrd]

IMO the logging server should log every valid request and/or its consequences. The logging requirements are described here - #5