Dear List,

Hoping for help with following unanswered stackoverflow question. If the 
approach is not the best, that feedback is good as well.
In the case below is it better to just not use relationships and just use 
the method with the query?

Thanks
--------------------------------------------------------------------

In the code below I want to replace *all_holdings* in Account with a 
property called *holdings* that returns the *desired_holdings* (which are 
the holdings representing the latest known quantity which can change over 
time). I'm having trouble figuring out how to construct the call to 
relationship.

In addition any comments on the appropriateness of the pattern (keeping 
historic data in a single table and using a max date subquery to get most 
recent), better alternatives, improvements on the query appreciated.

from sqlalchemy import Column, Integer, String, Date, DateTime, REAL, 
ForeignKey, func
from sqlalchemy.orm import relationship, aliased
from sqlalchemy.sql.operators import and_, eq
from sqlalchemy.ext.declarative import declarative_base
from db import session
import datetime
import string

Base = declarative_base()

class MySQLSettings(object):
    __table_args__ = {'mysql_engine':'InnoDB'}

class Account(MySQLSettings, Base):
    __tablename__ = 'account'
    id = Column(Integer, primary_key=True)
    name = Column(String(64))
    all_holdings = relationship('Holding', backref='account')

    def desired_holdings(self):
        max_date_subq = session.query(Holding.account_id.label('account_id'),
                                      Holding.stock_id.label('stock_id'),
                                      
func.max(Holding.as_of).label('max_as_of')). \
                                      group_by(Holding.account_id, 
Holding.stock_id).subquery()

        desired_query = session.query(Holding).join(Account,
                                                    
Account.id==account.id).join(max_date_subq).\
                                                    
filter(max_date_subq.c.account_id==account.id).\
                                                    
filter(Holding.as_of==max_date_subq.c.max_as_of).\
                                                    
filter(Holding.account_id==max_date_subq.c.account_id).\
                                                    
filter(Holding.stock_id==max_date_subq.c.stock_id)

        return desired_query.all()

    def __init__(self, name):
        self.name = name

class Stock(MySQLSettings, Base):
    __tablename__ = 'stock'
    id = Column(Integer, primary_key=True)
    name = Column(String(64))

    def __init__(self, name):
        self.name = name

class Holding(MySQLSettings, Base):
    __tablename__ = 'holding'
    id = Column(Integer, primary_key=True)
    account_id = Column(Integer, ForeignKey('account.id'), nullable=False)
    stock_id = Column(Integer, ForeignKey('stock.id'), nullable=False)
    quantity = Column(REAL)
    as_of = Column(Date)

    stock = relationship('Stock')

    def __str__(self):
        return "Holding(%f, '%s' '%s')"%(self.quantity, self.stock.name, 
str(self.as_of))

    def __init__(self, account, stock, quantity, as_of):
        self.account_id = account.id
        self.stock_id = stock.id
        self.quantity = quantity
        self.as_of = as_of

if __name__ == "__main__":
    ibm = Stock('ibm')
    session.add(ibm)
    account = Account('a')
    session.add(account)
    session.flush()
    session.add_all([ Holding(account, ibm, 100, datetime.date(2001, 1, 1)),
                      Holding(account, ibm, 200, datetime.date(2001, 1, 3)),
                      Holding(account, ibm, 300, datetime.date(2001, 1, 5)) ])
    session.commit()

    print "All holdings by relation:\n\t", \
        string.join([ str(h) for h in account.all_holdings ], "\n\t")

    print "Desired holdings query:\n\t", \
        string.join([ str(h) for h in account.desired_holdings() ], "\n\t")

The results when run are:

All holdings by relation:
    Holding(100.000000, 'ibm' '2001-01-01')
    Holding(200.000000, 'ibm' '2001-01-03')
    Holding(300.000000, 'ibm' '2001-01-05')
Desired holdings query:
    Holding(300.000000, 'ibm' '2001-01-05')

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