iron_warbler 2.0.7.43 → 2.0.7.46

checksums.yaml

@@ -1,7 +1,7 @@
 ---
 SHA256:
-  metadata.gz: 7330d75b688b7757644ed72792d75dad40cda32005bdc12e1bb921d79c4cc336
-  data.tar.gz: 364fd15a5118f0c495ff60144d4314e9c5a1720b7b618cefdc76cc1142e5653c
+  metadata.gz: 1d12cbdde8ab8b82ca08c2a009f4e464a9a8f1f2dad5f14f8bab8c68d46f3afb
+  data.tar.gz: 2b37b10d1aef00cedd8a25f237c1023fb1862ebddcac074bdce1b6f47142324e
 SHA512:
-  metadata.gz: 7ad86b57635ff183f58abde8be307ccf92abfae6641541cbd41a7ac47ee5bb08117e4be182796f0d987bd524e93af2121b100c86862a3c499dde7de4479cebaf
-  data.tar.gz: 32b654e5b577661d1ecce8b6e596db9c2dea71c4fa6950af4127a62de7d103722c7bca2be32da9a2574b3d0fea7d28ec3a630a04e8f3ebbe3eecc2705167cf70
+  metadata.gz: 336486a80b29e5980463900544ecef849964c83aa5598c2fd88e71cf94af89a306d19d5f2c18b40b4d745bf02e51ecb0f754b7d42e1488a36d6d38411254a317
+  data.tar.gz: f733705fab7b7cdc24e2a3a387e667d85029a1981f39af70d6ebc4ed8ff764d178ce648be68a922198316449d25b936f57f4336231d7685b6b41a08a3d5789e5

data/app/assets/stylesheets/iron_warbler/utils.scss

@@ -5,28 +5,28 @@
 //   // content: '[LONG]';
 // }
 .long-or-short-item,
-.long-or-short-container .is_long,
-.long-or-short-container .is_short {
+.long-or-short-container .is-long,
+.long-or-short-container .is-short {
   display: flex;
   flex-direction: column;
 }
 
-.long-or-short-container .is_long,
-.is_long .long-or-short-item {
+.long-or-short-container .is-long,
+.is-long .long-or-short-item {
   border-left: 3px solid var(--iro-color-long);
   padding-left: 5px;
 }
-.long-or-short-container .is_short,
-.is_short .long-or-short-item {
+.long-or-short-container .is-short,
+.is-short .long-or-short-item {
   border-left: 3px solid var(--iro-color-short);
   padding-left: 5px;
 }
 
-.is_short .long-or-short-item::before {
+.is-short .long-or-short-item::before {
   // content: '[SHORT]';
 }
-.is_short .long-or-short-item,
-.long-or-short-container .is_short {
+.is-short .long-or-short-item,
+.long-or-short-container .is-short {
   flex-direction: column-reverse;
 }
 

data/app/controllers/iro/api_controller.rb

@@ -43,10 +43,15 @@ class Iro::ApiController < ActionController::Base
   private
 
   def decode_jwt
-    out = JWT.decode params[:jwt_token], nil, false
-    email = out[0]['email']
-    user = User.find_by({ email: email })
-    sign_in user
+    # puts! current_user, '#decode_jwt'
+    if current_user
+      ;
+    else
+      out = JWT.decode params[:jwt_token], nil, false
+      email = out[0]['email']
+      user = User.find_by({ email: email })
+      sign_in user
+    end
   end
 
   def set_stock

data/app/controllers/iro/positions_controller.rb

@@ -38,6 +38,7 @@ class Iro::PositionsController < Iro::ApplicationController
 
   def new
     strategy    = Iro::Strategy.find params[:position][:strategy_id]
+
     @position   = strategy.next_position
     @position ||= Iro::Position.new( params[:position].permit!.merge({
       status:   Iro::Position::STATUS_PROPOSED,
@@ -58,23 +59,26 @@ class Iro::PositionsController < Iro::ApplicationController
     # end
   end
 
+  ## 2025-10-14
+  ## long_credit_put_spread
   def prepare
     @position = Iro::Position.find params[:id]
     authorize! :roll, @position
+    @n_dollars = 100 ## used in the view, but the name is unclear
 
     @prev  = @position
     @purse = @position.purse
     @stock = @position.stock
-    @n_dollars = 100
 
     ## dealing with too many strikes in the chain
+=begin
     while true
-      @nn = ( @position.purse.n_next_positions/2 ).ceil
+      @nn = ( @position.purse.n_next_positions/2 ).ceil ## @nn == @nn_next_positions
       upper = Tda::Option.get_quote({
-        contractType: @position.inner.put_call,
-        strike: @prev.inner.strike + @nn*@stock.options_price_increment,
+        contractType:   @position.inner.put_call,
+        strike:         @prev.inner.strike + @nn*@stock.options_price_increment,
         expirationDate: @prev.next_expires_on,
-        ticker: @stock.ticker,
+        ticker:         @stock.ticker,
       })
       if !upper.symbol
         puts! 'too high'
@@ -100,6 +104,7 @@ class Iro::PositionsController < Iro::ApplicationController
       end
       break
     end
+=end
 
     self.send("_prepare_#{@position.strategy.kind}")
   end
@@ -186,12 +191,12 @@ class Iro::PositionsController < Iro::ApplicationController
     @positions = []
     (-@nn..@nn).each do |idx|
       next_ = Iro::Position.new({
-        stock: @stock,
+        stock:        @stock,
         inner_strike: @prev.inner.strike - idx*@stock.options_price_increment,
-        expires_on: @prev.next_expires_on,
-        purse: @position.purse,
-        strategy: @position.strategy,
-        quantity: @position.quantity,
+        expires_on:   @prev.next_expires_on,
+        purse:        @position.purse,
+        strategy:     @position.strategy,
+        quantity:     @position.quantity,
       })
       next_.sync
       next_.begin_inner_price = next_.end_inner_price
@@ -201,6 +206,58 @@ class Iro::PositionsController < Iro::ApplicationController
     end
   end
 
+  ## 2025-10-14 _TODO: move to a model?
+  ##            _TODO: what does this do, exactly?
+  def _prepare_long_credit_put_spread
+    ## get quotes for next expires_at
+    # quotes = Tda::Option.get_quotes({ contractType: @position.put_call
+    @positions = []
+    (-@nn..@nn).each do |idx|
+      next_ = Iro::Position.find_or_create_by({
+        expires_on:   @prev.next_expires_on,
+        inner_strike: @prev.inner.strike - idx*@stock.options_price_increment,
+        outer_strike: @prev.outer.strike - idx*@stock.options_price_increment,
+        prev_id:      @prev.id,
+        purse:        @position.purse,
+        quantity:     @position.quantity,
+        status:       'prepare',
+        stock:        @stock,
+        strategy:     @position.strategy,
+      })
+      pos = next_
+      next_.inner ||= Iro::Option.new({
+        # begin_price: pos[:begin_inner_price],
+        # begin_delta: pos[:begin_inner_delta],
+        expires_on: pos[:expires_on],
+        inner:      pos,
+        put_call:   pos.put_call,
+        stock_id:   pos[:stock_id],
+        strike:     pos[:inner_strike],
+      })
+      next_.outer ||= Iro::Option.new({
+        # begin_price: pos[:begin_inner_price],
+        # begin_delta: pos[:begin_inner_delta],
+        expires_on: pos[:expires_on],
+        outer:      pos,
+        put_call:   pos.put_call,
+        stock_id:   pos[:stock_id],
+        strike:     pos[:outer_strike],
+      })
+
+      next_.sync
+      next_.inner.begin_price = next_.inner.end_price
+      next_.inner.begin_delta = next_.inner.end_delta
+
+      next_.outer.begin_price = next_.outer.end_price
+      next_.outer.begin_delta = next_.outer.end_delta
+
+      next_.next_gain_loss_amount  = @prev.outer.end_price   - @prev.inner.end_price
+      next_.next_gain_loss_amount += next_.inner.begin_price - next_.outer.begin_price
+      next_.save
+      @positions.push next_
+    end
+  end
+
   def _prepare_long_debit_call_spread
     @positions = []
     (-@nn..@nn).each do |idx|
@@ -299,7 +356,7 @@ class Iro::PositionsController < Iro::ApplicationController
     params[:position].permit( :begin_on,
       :expires_on,
       :long_or_short,
-      :purse_id,
+      :purse_id, :put_call,
       :quantity,
       :status, :stock_id, :strategy_id,
     )

data/app/controllers/iro/purses_controller.rb

@@ -31,12 +31,17 @@ class Iro::PursesController < Iro::ApplicationController
     authorize! :index, Iro::Purse
   end
 
+  ## table or gameui
   def show
     @purse = Iro::Purse.find(params[:id])
+    params[:template] = params[:template].presence || 'show'
     authorize! :show, @purse
 
-
-    @positions = @purse.positions.where( status: 'active' ).includes( :strategy
+    @positions = @purse.positions
+    if params[:view_status] && 'all' != params[:view_status]
+      @positions = @positions.where( status: params[:view_status] )
+    end
+    @positions = @positions.includes( :strategy
       ).order( expires_on: :asc, ticker: :desc, long_or_short: :asc, inner_strike: :asc )
 
 

data/app/controllers/iro/stocks_controller.rb

@@ -47,8 +47,12 @@ class Iro::StocksController < Iro::ApplicationController
     authorize! :refresh, Iro::Stock
     tickers = Iro::Stock.all.map { |s| s.ticker }.join(',')
     outs = Tda::Stock.get_quotes tickers
+    puts! outs, 'got all tickers'
+
     outs.map do |out|
-      Iro::Stock.where( ticker: out[:symbol] ).update( last: out[:last] )
+      puts! out, 'a ticker'
+
+      Iro::Stock.where( ticker: out[:symbol] ).update_all( last: out[:last] )
     end
     flash_notice 'refreshed stocks'
     redirect_to request.referrer

data/app/controllers/iro/strategies_controller.rb

@@ -7,13 +7,18 @@ class Iro::StrategiesController < Iro::ApplicationController
     @strategy = Iro::Strategy.new params[:strategy].permit!
     authorize! :create, @strategy
 
+    if @strategy[:kind] == Iro::Strategy::KIND_WHEEL
+      @strategy.long_or_short   = Iro::Strategy::LONG
+      @strategy.credit_or_debit = Iro::Strategy::DEBIT
+    end
+
     if @strategy.save
       flash_notice @strategy
+      redirect_to action: :index
     else
       flash_alert @strategy
+      render action: 'new'
     end
-
-    redirect_to action: :index
   end
 
   def destroy
@@ -37,8 +42,9 @@ class Iro::StrategiesController < Iro::ApplicationController
   end
 
   def new
-    @strategy = Iro::Strategy.new
+    @strategy = Iro::Strategy.new({ kind: params[:kind] })
     authorize! :new, @posision
+
   end
 
   def show

data/app/models/tda/option.rb

@@ -26,7 +26,7 @@ class Tda::Option
   ##
   def self.get_chains params
     filename = "./data/schwab/#{Time.now.to_date.to_s}-#{params[:ticker]}-chains.json"
-    if !params[:force] && File.exists?( filename)
+    if !params[:force] && File.exists?(filename)
       return JSON.parse File.read filename
 
     else
@@ -141,7 +141,7 @@ class Tda::Option
     end
 
     query = { }.merge opts
-    puts! query, 'input opts'
+    puts! query, 'zp1 - query'
 
     headers = {
       accept:    'application/json',
@@ -150,13 +150,13 @@ class Tda::Option
 
     path = "/chains"
     out = self.get path, {
-      # basic_auth: { username: SCHWAB_DATA[:key], password: SCHWAB_DATA[:secret] },
       headers: headers,
       query: query,
     }
-    puts! out, 'out'
+    puts! out, 'zp1 - got a chain'
     timestamp = DateTime.parse out.headers['date']
     out = out.parsed_response.deep_symbolize_keys
+    puts! out, 'zp1 - out'
 
 
     tmp_sym = "#{opts[:contractType].to_s.downcase}ExpDateMap".to_sym

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

@@ -1,7 +1,7 @@
 
 - long_or_short = position.long_or_short || position.strategy&.long_or_short || params[:long_or_short]
 
-.positions--form{ class: params[:long_or_short] || long_or_short }
+.positions--form{ class: "is-#{long_or_short}" }
   = form_for position do |f|
     .actions
       = f.submit
@@ -10,26 +10,35 @@
       .field
         %label Purse
         = f.select :purse_id, options_for_select( @purses_list, selected: position.purse_id )
-
+      .field
         %label Status
         = f.select :status, options_for_select( Iro::Position::STATUSES, selected: position.status )
 
-    .field
-      %label Stock
-      = f.select :stock_id, options_for_select( @stocks_list, selected: position.stock_id )
+    .d-flex
+      .field
+        %label Stock
+        = f.select :stock_id, options_for_select( @stocks_list, selected: position.stock_id )
+      .field
+        %label put_call
+        = f.select :put_call, options_for_select([nil, 'PUT', 'CALL'], selected: position.put_call)
+        = position.put_call
 
     -# .field
     -#   %label long or short?
     -#   = f.select :long_or_short, options_for_select([nil, Iro::Strategy::LONG, Iro::Strategy::SHORT], selected: long_or_short )
 
-    %label Strategy
-    = f.select :strategy_id, options_for_select( @strategies_list, selected: position.strategy_id )
-
     .field
-      %label Expires on
-      = f.select :expires_on, options_for_select( Iro::Option.expirations_list, selected: position.expires_on )
-      %label Quantity
-      = f.text_field :quantity
+      %label Strategy
+      = f.select :strategy_id, options_for_select( @strategies_list, selected: position.strategy_id )
+
+    .d-flex
+      .field
+        %label Expires on
+        = f.select :expires_on, options_for_select( Iro::Option.expirations_list, selected: position.expires_on.to_date )
+        -# = position.expires_on
+      .field
+        %label Quantity
+        = f.text_field :quantity
 
     %br
     = render 'formpart_4data', f: f, position: position

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

@@ -1,42 +1,3 @@
 
-- pos   = position
-- stock = pos.stock
-- nearest_strike = stock.last.round
-- u = pos.purse.unit # pixels per dollar
-
--#
--# 2024-07-30 I have not verified any of this - copied from long_debit_call_spread.
--#
-
-.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{ style: "height: #{pos.q() *pos.purse.height}px " }
-      .grid= render "/iro/stocks/grid_#{pos.strategy.long_or_short}", stock: stock, position: pos
-
-      .Origin{ style: "left: #{ ( nearest_strike - stock.last )* u}px" }
-        .label Last: #{pp_amount stock.last}
-        .c
-
-        - left  = "#{ ( pos.outer.strike - stock.last ).abs() *-1*u}px"
-        - width = "#{ ( pos.inner.strike - pos.outer.strike ).abs() *u}px"
-        .PositionW{ class: pos.strategy.kind, style: "left: #{left}; width: #{width}; " }
-          .Position
-            .MaxGain{ style: "width: #{pos.max_gain * u}px" }
-            .RollGuide
-
-            - if pos.net_amount >= 0
-              .Net.NetPositive{ style: "width: #{ (pos.net_amount) * u }px; right: 0" }
-                .label
-                  net
-                  = pp_amount pos.net_amount
-            - else
-              .Net.NetNegative{ style: "width: #{ (-1 * pos.net_amount) * u }px; left: 100%" }
-                .label
-                  net
-                  = pp_amount pos.net_amount
-.c
+%h5 _gameui_long_credit_put_spread
 

data/app/views/iro/positions/{_gameui_short_debit_put_spread.haml-trash → _gameui_spread.haml}

@@ -4,35 +4,38 @@
 - nearest_strike = stock.last.round
 - u = pos.purse.unit # pixels per dollar
 
+-#
+-# 2024-07-30 I have not verified any of this - copied from long_debit_call_spread.
+-#
 
 .collapse-expand.d-flex{ id: "gameui-pos-#{pos.id}" }
   [<>]
   .maxwidth= render "/iro/positions/header", pos: pos
 .a
+  - puts! pos, 'pos'
   = render "/iro/positions/header_#{pos.strategy.kind}", pos: pos
   .StockCoordinatesW
-    .StockCoordinates{ style: "height: #{pos.q() *u}px " }
+    .StockCoordinates{ style: "height: #{pos.q() *pos.purse.height}px " }
       .grid= render "/iro/stocks/grid_#{pos.strategy.long_or_short}", stock: stock, position: pos
 
       .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"
+        - left  = "#{ ( pos.outer.strike - stock.last ).abs() *-1*u}px"
+        - width = "#{ ( pos.inner.strike - pos.outer.strike ).abs() *u}px"
         .PositionW{ class: pos.strategy.kind, style: "left: #{left}; width: #{width}; " }
           .Position
             .MaxGain{ style: "width: #{pos.max_gain * u}px" }
             .RollGuide
 
             - if pos.net_amount >= 0
-              .Net.NetPositive{ style: "width: #{ (pos.net_amount / 100) * u }px; right: 0" }
+              .Net.NetPositive{ style: "width: #{ (pos.net_amount) * 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%" }
+              .Net.NetNegative{ style: "width: #{ (-1 * pos.net_amount) * u }px; left: 100%" }
                 .label
                   net
                   = pp_amount pos.net_amount

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

@@ -0,0 +1,12 @@
+
+- collapse_key ||= pos.id
+%i.fa.fa-expand.collapse-expand.floaty-collapse{ id: "gameui-pos-detail-#{collapse_key}" }
+.maxwidth
+  %ul.m-0.p-0
+    - if !pos.persisted?
+      %li <b>expires_on:</b> #{pos.expires_on}
+      %li <b>inner_strike:</b> #{pp_amount pos.inner_strike}
+      %li <b>next_gain_loss_amount:</b> #{pp_amount pos.next_gain_loss_amount}
+
+    %li <b>begin_inner_price:</b> #{pp_amount pos.inner.begin_price}
+    %li <b>Net:</b> #{pp_amount pos.net_amount} &nbsp; <i>#{pp_percent pos.net_percent}</i>

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

@@ -1,12 +1,17 @@
 
 .d-flex
   .Card
+    -# %h5.center.text-center New position
     = form_for Iro::Position.new(strategy: Iro::Strategy.new), url: new_position_path, method: :get do |f|
       = hidden_field_tag 'position[purse_id]', purse.id
 
       .formrow-v1
         .label +Position
 
+        .d-flex.flex-column
+          %label Stock
+          = f.select :stock_id, options_for_select(@stocks_list)
+
         .d-flex.flex-column
           %label Strategy
           = f.select :strategy_id, options_for_select(@strategies_list)

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

@@ -1,11 +1,10 @@
 
+%h5 Positions (#{@purse.positions.length})
 .positions--table
-
-  %h5 Positions (#{positions.length})
   %table.bordered
     %thead
       %tr
-        %th  
+        %th.actions  
         %th.ticker
           .a Stock
         %th
@@ -19,11 +18,11 @@
         %th.strikes
           Strike
         %th.begin_price
-          .a Begin price, delta
+          .a Begin $, D
         %th.max-loss Max Loss
         -# %th.max-gain Max Gain
         %th
-          .end_price End Price, delta
+          .end_price End $, D
         %th
           .net Net Amount (%)
         %th

data/app/views/iro/positions/{_gameui_long_debit_call_spread.haml-trash → done/_gameui_long_credit_put_spread.haml}

@@ -1,13 +1,13 @@
 
--##
--## same for long and short debit spreads
--##
-
 - pos   = position
 - stock = pos.stock
 - nearest_strike = stock.last.round
 - u = pos.purse.unit # pixels per dollar
 
+-#
+-# 2024-07-30 I have not verified any of this - copied from long_debit_call_spread.
+-#
+
 .collapse-expand.d-flex{ id: "gameui-pos-#{pos.id}" }
   [<>]
   .maxwidth= render "/iro/positions/header", pos: pos
@@ -21,20 +21,20 @@
         .label Last: #{pp_amount stock.last}
         .c
 
-        - left  = "#{ ( pos.outer.strike - stock.last ) * u}px"
-        - width = "#{ ( pos.inner.strike - pos.outer.strike ) * u}px"
+        - left  = "#{ ( pos.outer.strike - stock.last ).abs() *-1*u}px"
+        - width = "#{ ( pos.inner.strike - pos.outer.strike ).abs() *u}px"
         .PositionW{ class: pos.strategy.kind, style: "left: #{left}; width: #{width}; " }
           .Position
             .MaxGain{ style: "width: #{pos.max_gain * u}px" }
             .RollGuide
 
             - if pos.net_amount >= 0
-              .Net.NetPositive{ style: "width: #{ (pos.net_amount / 100) * u }px; right: 0" }
+              .Net.NetPositive{ style: "width: #{ (pos.net_amount) * 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%" }
+              .Net.NetNegative{ style: "width: #{ (-1 * pos.net_amount) * u }px; left: 100%" }
                 .label
                   net
                   = pp_amount pos.net_amount

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

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

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

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

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

@@ -2,9 +2,9 @@
 .iro-purses--form
   = form_for purse do |f|
     .flex-row
-      .field
-        %label stock
-        = f.select :stock_id, options_for_select( @stocks_list, selected: purse.stock_id )
+      -# .field
+      -#   %label stock
+      -#   = f.select :stock_id, options_for_select( @stocks_list, selected: purse.stock_id )
 
       .field
         %label Slug

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

@@ -7,8 +7,8 @@
     -# (#{purse.positions.length})
      
     = link_to '[~]', edit_purse_path(purse)
-    = link_to '[table]', purse_path(purse)
-    = link_to '[gameUI]', purse_gameui_path(purse)
+    = link_to '[table]', purse_path(purse,  template: 'show', view_status: params[:view_status] )
+    = link_to '[gameUI]', purse_path(purse, template: 'gameui', view_status: params[:view_status] )
 
 %ul
   %li <b>Total:</b> #{pp_amount purse.balance}
@@ -18,9 +18,17 @@
 = render '/iro/positions/new', purse: purse
 
 
+
 - if true # 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
+
+.d-flex
+  %h5 view_status
+  = form_tag purse_path( @purse ), method: :get do
+    = select_tag :view_status, options_for_select([ :all, :active, :proposed, :pending ], selected: params[:view_status] )
+    = hidden_field_tag :template, params[:template]
+    = submit_tag '>'

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

@@ -9,5 +9,6 @@
         = link_to '[~]', edit_purse_path(purse)
         = link_to purse.slug, purse_path(purse)
 
-  %hr
-  = render 'iro/purses/form', purse: Iro::Purse.new
+  .descr
+    %h5.header New Purse
+    = render 'iro/purses/form', purse: Iro::Purse.new

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

@@ -0,0 +1,4 @@
+
+.Card.stocks--show-card
+  %h5.text-center Stock `#{stock.ticker}`
+  .text-center $`#{stock.last}`