iron_warbler 2.0.7.19 → 2.0.7.20

data/app/views/iro/api/stocks/show.jbuilder

@@ -0,0 +1,11 @@
+
+json.array! @datapoints do |p|
+  json.date     p[:quote_at].in_time_zone('UTC').to_date
+  json.quote_at p[:quote_at]
+  json.open     p[:open]
+  json.high     p[:high]
+  json.low      p[:low]
+  json.close    p[:value]
+  json.volume   p[:volume]
+end
+

data/app/views/iro/positions/_form.haml

@@ -1,59 +1,32 @@
 
-.positions--form
+.positions--form{ class: params[:long_or_short] || position.strategy&.long_or_short }
   = form_for position do |f|
     .actions
       = f.submit
 
-    .field
-      %label Purse
-      -# = f.select :purse_id, options_for_select( @
-      = f.text_field :purse_id
-
-      %label Status
-      = f.select :status, options_for_select( Iro::Position::STATUSES, selected: position.status )
+    .d-flex
+      .field
+        %label Purse
+        -# = f.select :purse_id, options_for_select( @
+        = f.text_field :purse_id
 
-    %br
-    %br
+        %label Status
+        = f.select :status, options_for_select( Iro::Position::STATUSES, selected: position.status )
 
     .field
-      %label Ticker
-      = f.select :ticker, options_for_select( @tickers_list, selected: position.ticker )
-
-
-      %label Kind
-      = f.select :kind, options_for_select( Iro::Position::KINDS, selected: position.kind )
+      %label Stock
+      = f.select :stock_id, options_for_select( @stocks_list, selected: position.stock_id )
       %label Strategy
       = f.select :strategy_id, options_for_select( @strategies_list, selected: position.strategy_id )
 
-
-      %label Strike
-      = f.text_field :strike
-
     .field
       %label Expires on
       = f.text_field :expires_on
-
-
       %label Quantity
       = f.text_field :quantity
 
     %br
-    %br
-
-    .flex-row
-      %label Begin on
-      = f.text_field :begin_on
-      %label Begin price
-      = f.text_field :begin_price
-      %label Begin delta
-      = f.text_field :begin_delta
-    .flex-row
-      %label End on
-      = f.text_field :end_on
-      %label End price
-      = f.text_field :end_price
-      %label End delta
-      = f.text_field :end_delta
+    = render 'formpart_4data', f: f, position: position
 
     .actions
       = f.submit

data/app/views/iro/positions/_formpart_4data.haml

@@ -0,0 +1,46 @@
+.field
+  %label Begin on
+  = f.text_field :begin_on
+
+.long-or-short-item
+  .d-flex
+    .field
+      %label Outer Strike
+      = f.number_field :outer_strike, step: 0.01
+    .field
+      %label Begin outer price
+      = f.text_field :begin_outer_price
+    .field
+      %label Begin outer delta
+      = f.text_field :begin_outer_delta
+
+  .d-flex
+    .field
+      %label Inner Strike
+      = f.number_field :inner_strike, step: 0.01
+    .field
+      %label Begin inner price
+      = f.text_field :begin_inner_price
+    .field
+      %label Begin inner delta
+      = f.text_field :begin_inner_delta
+
+%br
+.flex-row
+  %label End on
+  = f.text_field :end_on
+.long-or-short-item
+  .d-flex
+    .field
+      %label End outer price
+      = f.text_field :end_outer_price
+    .field
+      %label End outer delta
+      = f.text_field :end_outer_delta
+  .d-flex
+    .field
+      %label End inner price
+      = f.text_field :end_inner_price
+    .field
+      %label End inner delta
+      = f.text_field :end_inner_delta

data/app/views/iro/positions/_gameui_covered_call.haml

@@ -0,0 +1,36 @@
+
+- pos   = position
+- stock = pos.stock
+- nearest_strike = stock.last.round
+- u = @unit # pixels per dollar
+
+.collapse-expand.d-flex{ id: "gameui-pos-#{pos.id}" }
+  [<>]
+  .maxwidth= render "/iro/positions/header", pos: pos
+.a
+  = render "/iro/positions/header_#{pos.strategy.kind}", pos: pos
+  .StockCoordinatesW
+    .StockCoordinates
+      = render "/iro/stocks/grid_#{pos.strategy.long_or_short}", stock: stock
+
+      .Origin{ style: "left: #{ ( nearest_strike - stock.last )* u}px" }
+        .label Last: #{pp_amount stock.last}
+        .c
+
+        - left  = "#{ (stock.last - position.inner_strike - position.begin_inner_price) * u}px"
+        - width = "#{ position.begin_inner_price * u}px"
+        .PositionW{ style: "left: #{left}; width: #{width}; " }
+          .Position
+            -# .label
+            -#   width: #{ ( position.begin_inner_price - position.begin_outer_price - position.outer_strike + position.inner_strike ) }
+
+            - if position.net_amount >= 0
+              .Net.NetPositive{ style: "width: #{ (position.net_amount / 100) * u }px; right: 0" }
+                .label
+                  net
+                  = pp_amount position.net_amount
+            - else
+              .Net.NetNegative{ style: "width: #{ (-1 * position.net_amount / 100) * u }px; left: 100%" }
+                .label
+                  net
+                  = pp_amount position.net_amount

data/app/views/iro/positions/_gameui_covered_call.haml-bk

@@ -0,0 +1,59 @@
+
+- unit = u = 50 # pixels per dollar
+- grid_size = 100 # dollars to each side of origin
+.purses-gameui.padded
+  = render '/iro/purses/header', purse: @purse
+
+  - @positions.each_with_index do |position, idx|
+    - stock = position.stock
+    - if idx == 0
+      %h4= stock
+    - else
+      - prev_ = @positions[idx-1]
+      - if stock != prev_.stock
+        %hr
+        %h4= stock
+
+    .header
+      = position.quantity
+      = stock
+      = position.expires_on.to_datetime.strftime("%b %d")
+      = link_to '[roll]', roll_position_path(position)
+      = link_to '[~]',    edit_position_path(position)
+
+    - nearest_strike = stock.last.round
+    .StockCoordinatesW
+
+      .StockCoordinates
+        .grid-mark.mark0
+          .label= nearest_strike
+        - (1...grid_size).each_with_index do |idx|
+          .grid-mark{ class: "mark#{idx}", style: "left: -#{idx * u}px" }
+            .label
+              = nearest_strike + idx
+          .grid-mark{ class: "mark-#{idx}", style: "left: #{idx * u}px" }
+            .label
+              = nearest_strike - idx
+        .Origin{ style: "left: #{ ( nearest_strike - stock.last )* u}px" }
+          .label
+            Last:
+            = stock.last
+
+          - left  = "#{ (stock.last - position.inner_strike - position.begin_inner_price) * u}px"
+          - width = "#{ position.begin_inner_price * u}px"
+          .PositionW{ style: "left: #{left}; width: #{width}; " }
+
+            .Position
+              - if position.net_amount >= 0
+                .Net.NetPositive{ style: "width: #{ (position.net_amount / 100) * u }px; right: 0" }
+                  .label
+                    net
+                    = pp_amount position.net_amount
+              - else
+                .Net.NetNegative{ style: "width: #{ (-1 * position.net_amount / 100) * u }px; left: 100%" }
+                  .label
+                    net
+                    = pp_amount position.net_amount
+
+%br
+%br

data/app/views/iro/positions/_gameui_long_debit_call_spread.haml

@@ -0,0 +1,37 @@
+
+- pos   = position
+- stock = pos.stock
+- nearest_strike = stock.last.round
+- u = @unit # pixels per dollar
+
+.collapse-expand.d-flex{ id: "gameui-pos-#{pos.id}" }
+  [<>]
+  .maxwidth= render "/iro/positions/header", pos: pos
+.a
+  = render "/iro/positions/header_#{pos.strategy.kind}", pos: pos
+  .StockCoordinatesW
+    .StockCoordinates
+      = render "/iro/stocks/grid_#{pos.strategy.long_or_short}", stock: stock
+
+      .Origin{ style: "left: #{ ( nearest_strike - stock.last )* u}px" }
+        .label Last: #{pp_amount stock.last}
+        .c
+
+        - left  = "#{ ( pos.outer_strike - stock.last ) * u}px"
+        - width = "#{ ( pos.inner_strike - pos.outer_strike ) * u}px"
+        .PositionW{ style: "left: #{left}; width: #{width}; " }
+          .Position
+            .MaxGain{ style: "width: #{pos.max_gain * u}px" }
+
+            - if pos.net_amount >= 0
+              .Net.NetPositive{ style: "width: #{ (pos.net_amount / 100) * u }px; right: 0" }
+                .label
+                  net
+                  = pp_amount pos.net_amount
+            - else
+              .Net.NetNegative{ style: "width: #{ (-1 * pos.net_amount / 100) * u }px; left: 100%" }
+                .label
+                  net
+                  = pp_amount pos.net_amount
+.c
+

data/app/views/iro/positions/_gameui_short_debit_put_spread.haml

@@ -0,0 +1,39 @@
+
+- pos   = position
+- stock = pos.stock
+- nearest_strike = stock.last.round
+- u = @unit # pixels per dollar
+
+
+.collapse-expand.d-flex{ id: "gameui-pos-#{pos.id}" }
+  [<>]
+  .maxwidth= render "/iro/positions/header", pos: pos
+.a
+  = render "/iro/positions/header_#{pos.strategy.kind}", pos: pos
+  .StockCoordinatesW
+    .StockCoordinates
+      = render "/iro/stocks/grid_#{pos.strategy.long_or_short}", stock: stock
+
+      .Origin{ style: "left: #{ ( nearest_strike - stock.last )* u}px" }
+        .label Last: #{pp_amount stock.last}
+        .c
+
+        -## these are different
+        - left  = "#{ ( stock.last - pos.outer_strike ) * u}px"
+        - width = "#{ ( pos.outer_strike - pos.inner_strike ) * u}px"
+        .PositionW{ style: "left: #{left}; width: #{width}; " }
+          .Position
+            .MaxGain{ style: "width: #{pos.max_gain * u}px" }
+
+            - if pos.net_amount >= 0
+              .Net.NetPositive{ style: "width: #{ (pos.net_amount / 100) * u }px; right: 0" }
+                .label
+                  net
+                  = pp_amount pos.net_amount
+            - else
+              .Net.NetNegative{ style: "width: #{ (-1 * pos.net_amount / 100) * u }px; left: 100%" }
+                .label
+                  net
+                  = pp_amount pos.net_amount
+.c
+

data/app/views/iro/positions/_header.haml

@@ -0,0 +1,6 @@
+
+.maxwidth
+  = pos
+  = link_to '[roll]', roll_position_path(pos)
+  = link_to '[~]',    edit_position_path(pos)
+  -# = render "/iro/positions/header_#{pos.strategy.kind}", pos: pos

data/app/views/iro/positions/_header_covered_call.haml

@@ -0,0 +1,6 @@
+
+%i.fa.fa-expand.collapse-expand.floaty-collapse{ id: "gameui-pos-detail-#{pos.id}" }
+.maxwidth
+  %ul.m-0.p-0
+    %li <b>begin_inner_price:</b> #{pp_amount pos.begin_inner_price}
+    %li <b>Net:</b> #{pp_amount pos.net_amount} &nbsp; <i>#{pp_percent pos.net_percent}</i>

data/app/views/iro/positions/_header_long_debit_call_spread.haml

@@ -0,0 +1,14 @@
+
+
+-## Same file for the spreads
+%i.fa.fa-expand.collapse-expand.floaty-collapse{ id: "gameui-pos-detail-#{pos.id}" }
+.maxwidth
+  %ul.m-0.p-0
+    %li <b>outer,inner_strike:</b> #{pp_amount pos.outer_strike} -> #{pp_amount pos.inner_strike}
+    %li
+      <b>begin_outer,inner_price:</b> #{pp_amount pos.begin_outer_price} -> #{pp_amount pos.begin_inner_price}
+      &nbsp;&nbsp;
+      -## yes *100
+      <b>max gain:</b> #{pp_amount pos.max_gain} :: #{pp_amount pos.max_gain * 100 * pos.q}
+    - ## no *100
+    %li <b>Net:</b> #{pp_amount pos.net_amount} :: #{pp_amount pos.net_amount * pos.q} &nbsp;&nbsp; <i>#{pp_percent pos.net_percent}</i>

data/app/views/iro/positions/_header_short_debit_put_spread.haml

@@ -0,0 +1 @@
+app/views/iro/positions/_header_long_debit_call_spread.haml

data/app/views/iro/positions/_table.haml

@@ -3,131 +3,126 @@
 
   %h5 Positions
   %table.bordered
-    %tr
-      %th  
-      %th
-        .status
-          Status
-          %br
-          Strategy
-      %th.ticker
-        .a Ticker
-      %th
-        .kind
-          Kind
-          -# covered call (mounted elephant),
-          -# reckless defence (credit put spread) (spearman)
-          -# reckless re-defence (soaring eagle)
-      %th.strike
-        .a Strike
-      %th
-        .expires_on Expires On
-      %th
-        .end_n_days End N Days
-      %th
-        .quantity Q
-
-      %th
-        .begin_on begin_on
-      %th.begin_price
-        .a Begin price
-      %th.to_open
-        .a To open
-      %th
-        .begin_delta begin_delta
-
-      %th
-        .end_price End Price
-      %th
-        .net_amount Net Amount
-      %th
-        .net_percent Net %
-      %th.end_delta
-        .a end_delta
-      -# %th
-      -#   .end_n_days End n days
-      -# %th
-      -#   .end_on End on
-      %th.should_rollp
-        .a should_rollp
-      %th.next_position
-        .a
-          next_symbol
-          %br
-          next_delta
-          %br
-          next_outcome
-
-    - positions.each_with_index do |position, idx|
-      - if idx > 0
-        - prev_position = positions[idx-1]
-      - if prev_position && position[:expires_on] != prev_position[:expires_on]
-        %tr
-          %td{ colspan: 18 }
-            %hr
-
+    %thead
       %tr
-        %td.actions
-          .flex-row
-            = button_to 'x', position_path(position), method: :delete, data: { confirm: 'Are you sure?' }
-            = link_to '[~]', edit_position_path(position)
-            - if position.next_reasons.present? && position.should_rollp && position.should_rollp > 0.5
-              = button_to 'Roll', roll_position_path(position)
-          - if position.next_reasons.present?
-            .collapse-expand{ id: "ce-p-#{position.id}" } [Reasons]
-            = render '/iro/positions/reasons', reasons: position.next_reasons
-
-
-        %td.status.strategy
-          = position.status
-          -# %br
-          -# = link_to "[~ #{position.strategy}]", edit_strategy_path(position.strategy)
-          .collapse-expand{ id: "ce-pos-reasons-#{position.id}" }
-            [#{position.strategy}]
-          = render '/iro/strategies/show', strategy: position.strategy
-
-        %td.ticker
-          = position.ticker
-          %br
-          = pp_amount position.current_underlying_strike
-        %td.kind.mini
-          = position.kind
-        %td.strike
-          = pp_amount position.strike
-        %td.expires_on.mini
-          = position.expires_on rescue nil
-        %td.end_n_days
-          -# = ( position.expires_on.to_date - position.begin_on.to_date ).to_i
-          %b= ( position.expires_on.to_date - Time.now.to_date ).to_i
-        %td= position.quantity
-
-        %td.begin_on.mini
-          = position.begin_on rescue nil
-        %td.begin_price
-          = pp_amount position.begin_price
-        %td.to_open
-          = pp_amount( position.begin_price * 100 * position.quantity )
-        %td= position.begin_delta
-
-        %td.end_price
-          = pp_amount position.end_price
-        %td.net_amount
-          = pp_amount ( position.begin_price - position.end_price ) * 100 * position.quantity rescue nil
-        %td.net_percent
-          = pp_percent( ( position.begin_price - position.end_price ) / position.begin_price ) rescue nil
-        %td.end_delta= position.end_delta
-        -# %td.end_n_days  
-        -# %td.end_on  
-
-        %td.should_rollp
-          = pp_percent position.should_rollp rescue nil
-        %td.next_position.mini
-          .a= position.next_symbol
-          .a= position.next_delta
+        %th  
+        %th
+          .status
+            Status
+            %br
+            Expires on
+            %br
+            Strategy
+        %th.ticker
+          .a Stock
+        %th.strikes
+          .a outer_strike, inner_strike
+        %th.begin_price
+          .a Begin outer price, delta
+        %th.max_loss
+          .a Max Loss, gain
+        %th
+          .end_price End Price, delta
+        %th
+          .net Net Amount (%)
+        %th
+          .breakeven Breakeven
+
+
+        %th.should_rollp
+          .a should_rollp
+        %th.next_position
           .a
-            = pp_amount position.next_mark
-            \=>
-            = pp_amount position.next_outcome * 100 * position.quantity rescue nil
+            next_symbol
+            %br
+            next_delta
+            %br
+            next_outcome
+
+    -# wtf caching issue?!
+    - positions.map &:id
+    %tbody
+      - positions.each_with_index do |position, idx|
+        - pos = position
+        - if idx > 0
+          - prev_position = positions[idx-1]
+        - if prev_position && position.expires_on != prev_position.expires_on
+          %tr
+            %td{ colspan: 18 }
+              -# %hr
+              .h-50px
+
+        %tr{ class: position.strategy.long_or_short }
+          %td.actions
+            .flex-row
+              = button_to 'x', position_path(position), method: :delete, data: { confirm: 'Are you sure?' }
+              = link_to '[~]', edit_position_path(position)
+              - if position.next_reasons.present? && position.should_rollp && position.should_rollp > 0.5
+                = button_to 'Roll', roll_position_path(position)
+            - if position.next_reasons.present?
+              .collapse-expand{ id: "ce-p-#{position.id}" } [Reasons]
+              = render '/iro/positions/reasons', reasons: position.next_reasons
+
+
+          %td.status.strategy.w-200px
+            = position.status
+            %br
+            = position.expires_on.to_datetime.strftime("%b %d")
+            [#{ ( position.expires_on.to_date - Time.now.to_date ).to_i } DTE]
+            %br
+            %i.fa.fa-compress.collapse-expand{ id: "ce-pos-reasons-#{position.id}" }
+              #{position.strategy}
+            = render '/iro/strategies/show', strategy: position.strategy
+
+          %td.ticker
+            = position.stock.ticker
+            <b>(#{position.quantity})</b>
+            %br
+            = pp_amount position.stock.last
+          %td.strikes
+            .long-or-short-item
+              .a= pp_amount position.outer_strike
+              .a= pp_amount position.inner_strike
+
+          %td.begin_price
+            .long-or-short-item
+              .a
+                = pp_amount position.begin_outer_price
+                <b>D</b> #{pp_delta position.begin_outer_delta}
+              .a
+                = pp_amount position.begin_inner_price
+                <b>D</b> #{pp_delta position.begin_inner_delta}
+          %td.max_loss.max_gain
+            = pp_amount position.max_loss * pos.q, precision: 0
+            %br
+            = pp_amount position.max_gain * pos.q, precision: 0
+            %br
+            = pp_percent( -1 * position.max_gain / position.max_loss ) rescue '-' # undef. for covered calls
+          %td.end_price
+            .long-or-short-item
+              .a
+                = pp_amount position.end_outer_price
+                <b>D</b> #{pp_delta position.end_outer_delta}
+              .a
+                = pp_amount position.end_inner_price
+                <b>D</b> #{pp_delta position.end_inner_delta}
+          %td.net
+            .a= pp_amount position.net_amount * pos.q, precision: 0 rescue '@TODO'
+            .a <i>#{pp_percent position.net_amount / position.max_gain rescue '@TODO'}</i>
+          %td.breakeven
+            = pp_amount pos.breakeven rescue '@TODO'
+
+
+
+          %td.should_rollp
+            <i> #{pp_percent position.should_rollp rescue '?'}</i>
+          %td.next_position.mini
+            .a= position.next_symbol
+            .a= position.next_delta
+            .a
+              = pp_amount position.next_mark
+              \=>
+              = pp_amount position.next_outcome * 100 * position.quantity rescue nil
 
 
 

data/app/views/iro/positions/roll.haml

@@ -0,0 +1,83 @@
+
+- unit = u = 50 # pixels per dollar
+- grid_size = 100 # dollars to each side of origin
+- strategy = @position.strategy
+.purses-gameui.padded
+  = render '/iro/purses/header', purse: @position.purse
+
+  .a
+    - position = @position
+    - stock = position.stock
+    %h4= stock
+
+    .header
+      = position.quantity
+      = stock
+      = position.expires_on.to_datetime.strftime("%b %d")
+      = link_to '[roll]', roll_position_path(position)
+      = link_to '[~]',    edit_position_path(position)
+
+    - nearest_strike = stock.last.round
+    .StockCoordinatesW
+
+      .StockCoordinates
+        .grid-mark.mark0
+          .label= nearest_strike
+        - (1...grid_size).each_with_index do |idx|
+          .grid-mark{ class: "mark#{idx}", style: "left: -#{idx * u}px" }
+            .label
+              = nearest_strike + idx
+          .grid-mark{ class: "mark-#{idx}", style: "left: #{idx * u}px" }
+            .label
+              = nearest_strike - idx
+        .Origin{ style: "left: #{ ( nearest_strike - stock.last )* u}px" }
+          .label
+            Last:
+            = stock.last
+
+
+          .PositionW{ style: "width: #{ position.begin_inner_price * u}px; left: #{ (stock.last - position.inner_strike - position.begin_inner_price) * u}px" }
+
+            .Position
+              - if position.net_amount >= 0
+                .Net.NetPositive{ style: "width: #{ (position.net_amount / 100) * u }px; right: 0" }
+                  .label
+                    net
+                    = pp_amount position.net_amount
+              - else
+                .Net.NetNegative{ style: "width: #{ (-1 * position.net_amount / 100) * u }px; left: 100%" }
+                  .label
+                    net
+                    = pp_amount position.net_amount
+  .c
+
+  - @positions.each do |position|
+    .reviewing
+      - stock = position.stock
+      - nearest_strike = stock.last.round
+      .StockCoordinatesW
+        .StockCoordinates
+          .grid-mark.mark0
+            .label= nearest_strike
+          - (1...grid_size).each_with_index do |idx|
+            .grid-mark{ class: "mark#{idx}", style: "left: -#{idx * u}px" }
+              .label
+                = nearest_strike + idx
+            .grid-mark{ class: "mark-#{idx}", style: "left: #{idx * u}px" }
+              .label
+                = nearest_strike - idx
+          .Origin{ style: "left: #{ ( nearest_strike - stock.last )* u}px" }
+            .label
+              Last:
+              = stock.last
+            - amnt = position.gain_loss_amount
+            - border = amnt >= 0 ? "#{amnt * u}px solid green" : "#{amnt * -1 * u}px solid red"
+            .PositionW{ style: "width: #{ position.begin_inner_price * u}px; left: #{ (stock.last - position.inner_strike - position.begin_inner_price) * u}px; border: #{border}; border-bottom-width: 2px" }
+              .Position
+    .c
+
+
+
+
+%br
+%br

data/app/views/iro/positions/trash/_header_short_debit_put_spread.haml

@@ -0,0 +1,9 @@
+
+.maxwidth
+  %ul.m-0.p-0
+    %li <b>outer,inner_strike:</b> #{pp_amount pos.outer_strike} -> #{pp_amount pos.inner_strike}
+    %li
+      <b>begin_outer,inner_price:</b> #{pp_amount pos.begin_outer_price} -> #{pp_amount pos.begin_inner_price}
+      &nbsp;&nbsp;
+      <b>max gain:</b> #{pp_amount pos.max_gain}
+    %li <b>Net:</b> #{pp_amount pos.net_amount} &nbsp;&nbsp; <i>#{pp_percent pos.net_percent}</i>