iron_warbler 2.0.7.19 → 2.0.7.21

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 +3,128 @@
 
   %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 Max Loss
+        %th.max-gain Max 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.kind, 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)
+              = link_to '[refresh]', refresh_position_path(pos)
+              - 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
+              .outer-strike= pp_amount position.outer_strike
+              .inner-strike= pp_amount position.inner_strike
+
+          %td.begin_price
+            .long-or-short-item
+              .begin-outer-price
+                = pp_amount position.begin_outer_price
+                <b>D</b> #{pp_delta position.begin_outer_delta}
+              .begin-inner-price
+                = pp_amount position.begin_inner_price
+                <b>D</b> #{pp_delta position.begin_inner_delta}
+          %td
+            .max-loss= pp_amount position.max_loss * pos.q, precision: 0
+          %td
+            .max-gain= pp_amount position.max_gain * pos.q, precision: 0
+            .max-gainp
+              -# = pp_percent( -1 * position.max_gain / position.max_loss ) rescue '-' # undef. for covered calls
+
+          %td.end_price
+            .long-or-short-item
+              .end-outer-price
+                = pp_amount position.end_outer_price
+                <b>D</b> #{pp_delta position.end_outer_delta}
+              .end-inner-price
+                = 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 @@
+
+- u        = @purse.unit # 50 ## pixels per dollar
+- 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...@n_dollars).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...@n_dollars).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>

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

@@ -5,5 +5,6 @@
       .field
         %label Slug
         = f.text_field :slug
+    = render '/iro/purses/form_extra_fields', f: f
     .actions
       = f.submit

data/app/views/iro/purses/_form_extra_fields.haml

@@ -0,0 +1,14 @@
+
+%label unit
+= f.number_field :unit
+px/usd
+  
+
+%label height
+= f.number_field :height
+px
+  
+
+%label mark_every_n_usd
+= f.number_field :mark_every_n_usd, step: 0.01
+  

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

@@ -0,0 +1,22 @@
+
+- purse ||= @purse
+.maxwidth
+  .header
+    %h5.title
+      Purse `#{purse.slug}`
+      = link_to '[~]', edit_purse_path(purse)
+      = link_to '[view GameUI]', gameui_purse_path(purse)
+      = link_to '[view]', purse_path(purse)
+      (#{purse.positions.length})
+
+    = link_to '[+position]', new_position_path({ purse_id: purse.id })
+    = link_to '[+long]',     new_position_path({ purse_id: purse.id, long_or_short: Iro::Strategy::LONG })
+    = link_to '[+short]',    new_position_path({ purse_id: purse.id, long_or_short: Iro::Strategy::SHORT })
+
+  - if params[:template] == 'gameui'
+    .mini-inputs
+      = form_for purse, html: { class: 'd-flex' } do |f|
+        = render '/iro/purses/form_extra_fields', f: f
+        = f.submit '>'
+
+  %br

data/app/views/iro/purses/gameui.haml

@@ -0,0 +1,19 @@
+
+= render '/iro/purses/header', purse: @purse
+
+- u = @purse.unit
+.purses-gameuiW{ data: { margin: { left: u*@n_dollars } } }
+  .purses-gameui
+    .a
+
+      %div{ style: "margin-left: #{u*@n_dollars}px; width: 100% " }
+        - @positions.each_with_index do |pos, idx|
+          - if idx == 0
+            %h4.maxwidth= pos.stock
+          - else
+            - prev_ = @positions[idx-1]
+            - if pos.stock != prev_.stock
+              %hr
+              %h4.maxwidth= pos.stock
+          -# = pos.strategy.kind
+          = render "/iro/positions/gameui_#{pos.strategy.kind}", position: pos

data/app/views/iro/purses/gameui.haml-bk

@@ -0,0 +1,44 @@
+
+- 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|
+    .CoordinatesW
+      .Origin
+      .Coordinates
+        -# .Coordinates{ style: "left: #{ (position.inner_strike - position.stock.last) * u }px"  }
+        .grid-mark.mark0.origin
+          .label
+            Begin strike:
+            = position.inner_strike
+
+        - (1...grid_size).each_with_index do |idx|
+          .grid-mark{ class: "mark#{idx}", style: "left: #{idx * u}px" }
+            .label
+              = position.inner_strike + idx
+          .grid-mark{ class: "mark-#{idx}", style: "left: -#{idx * u}px" }
+            .label
+              = position.inner_strike - idx
+
+        .Net{ style: "width: #{ (position.net_amount / 100) * u }px" }
+          .label
+            Net:
+            = pp_amount position.net_amount
+
+        .marker.sprite-bottom.Breakeven{ style: "width: #{ (position.begin_inner_price) * u }px" }
+          .half-circle
+          .label.hide
+            Breakeven:
+            = position.inner_strike + position.begin_inner_price
+
+        .marker.Last{ style: "left: #{ (position.stock.last - position.inner_strike) * u }px" }
+          .label
+            Last:
+            = position.stock.last
+
+
+%br
+%br

data/app/views/iro/purses/gameui.haml-bk2

@@ -0,0 +1,89 @@
+
+- 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.map &:id
+  - @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
+    - # for Mu ( positions in one stock )
+    .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
+              -# .label
+              -#   BeginStrike:
+              -#   = position.inner_strike
+              -# .label
+              -#   begin inner price:
+              -#   = position.begin_inner_price
+              - 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
+
+
+              -# .label
+              -#   net:
+              -#   = pp_amount position.net_amount
+
+      -# .BeginInnerPrice
+      -#   .label
+      -#     Begin Inner Price:
+      -#     = pp_amount position.begin_inner_price
+
+      -# .marker.sprite-bottom.Breakeven{ style: "width: #{ (position.begin_inner_price) * u }px" }
+      -#   .half-circle
+      -#   .label.hide
+      -#     Breakeven:
+      -#     = position.inner_strike + position.begin_inner_price
+
+
+
+
+%br
+%br

data/app/views/iro/purses/show.haml

@@ -1,10 +1,4 @@
 
 .purses-show.padded
-
-  .maxwidth
-    .header
-      %h5.title Purse `#{@purse.slug}` (#{@purse.positions.length})
-    %ul.menu-secondary
-      %li= link_to '[+position]', new_position_path({ purse_id: @purse.id })
-
+  = render '/iro/purses/header', purse: @purse
   = render '/iro/positions/table', positions: @purse.positions

data/app/views/iro/stocks/_grid_is_long.haml

@@ -0,0 +1,16 @@
+
+- nearest_strike = stock.last.round
+- u       = @purse.unit
+- every_n = @purse.mark_every_n_usd
+
+.grid-mark.mark0
+  .label
+    .labelC= nearest_strike
+- (1...@n_dollars).each_with_index do |idx|
+  - idx = idx * every_n
+  .grid-mark{ class: "mark#{idx}", style: "left: #{idx * u}px" }
+    .label
+      .labelC= nearest_strike + idx
+  .grid-mark{ class: "mark-#{idx}", style: "left: -#{idx * u}px" }
+    .label
+      .labelC= nearest_strike - idx

data/app/views/iro/stocks/_grid_is_short.haml

@@ -0,0 +1,16 @@
+
+- nearest_strike = stock.last.round
+- u       = @purse.unit
+- every_n = @purse.mark_every_n_usd
+
+.grid-mark.mark0
+  .label
+    .labelC= nearest_strike
+- (1...@n_dollars).each_with_index do |idx|
+  - idx = idx * every_n
+  .grid-mark{ class: "mark#{idx}", style: "left: -#{idx * u}px" }
+    .label
+      .labelC= nearest_strike + idx
+  .grid-mark{ class: "mark-#{idx}", style: "left: #{idx * u}px" }
+    .label
+      .labelC= nearest_strike - idx

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

@@ -4,20 +4,27 @@
     .actions
       = f.submit
 
-    .field
-      %label Ticker
-      = f.select :ticker, options_for_select( @tickers_list, selected: strategy.ticker )
 
+    .field
+      %label Kind
+      = f.select :kind, options_for_select( Iro::Strategy::KINDS, selected: strategy.kind )
     .field
       %label slug
       = f.text_field :slug
+    .field
+      %label long or short?
+      = f.select :long_or_short, options_for_select([nil, Iro::Strategy::LONG, Iro::Strategy::SHORT], selected: strategy.long_or_short)
+
 
     .field
       = f.label :buffer_above_water
       = f.number_field :buffer_above_water, placeholder: "0.49", step: 0.01
     .field
-      = f.label :next_max_delta
-      = f.number_field :next_max_delta, placeholder: "0.25", step: 0.01
+      = f.label :next_max_outer_delta
+      = f.number_field :next_max_outer_delta, placeholder: "0.25", step: 0.01
+    .field
+      = f.label :next_max_inner_delta
+      = f.number_field :next_max_inner_delta, placeholder: "0.25", step: 0.01
     .field
       = f.label :next_min_strike
       = f.number_field :next_min_strike, placeholder: "20.0", step: 0.01

data/app/views/iro/strategies/_show.haml

@@ -5,12 +5,13 @@
     = link_to '[~]', edit_strategy_path(strategy)
     = strategy
   %ul
-    %li <b>ticker:</b> #{strategy.ticker}
+    -# %li <b>ticker:</b> #{strategy.ticker}
     %li <b>slug:</b> #{strategy.slug}
 
     %li <b>buffer_above_water:</b> #{strategy.buffer_above_water}
 
-    %li <b>next_max_delta:</b> #{strategy.next_max_delta}
+    %li <b>next_max_inner_delta:</b> #{strategy.next_max_inner_delta}
+    %li <b>next_max_outer_delta:</b> #{strategy.next_max_outer_delta}
     %li <b>next_min_strike:</b> #{strategy.next_min_strike}
 
     %li <b>threshold_delta:</b> #{strategy.threshold_delta}

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

@@ -4,15 +4,21 @@
 .strategies--table
 
   %table.bordered
-    %tr
-      %th  
-      %th ticker
-      %th slug
-      %th next_max_delta
-    - strategies.each do |sss|
+    %thead
       %tr
-        %td= link_to '[~]', edit_strategy_path(sss)
-        %td= sss.ticker
-        %td= sss.slug
-        %td= sss.next_max_delta
+        %th.actions  
+        %th kind
+        %th slug
+        %th next_max_inner_delta
+    %tbody
+      - strategies.each do |sss|
+        %tr
+          %td.actions.d-flex
+            = link_to '[~]', edit_strategy_path(sss)
+            = button_to 'x', strategy_path(sss), method: :delete, data: { confirm: 'Are you sure?' }
+          %td= sss.kind
+          %td= sss.slug
+          %td= sss.next_max_inner_delta
+
+  .h-50px