iron_warbler 2.0.7.43 → 2.0.7.46

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

@@ -1,5 +1,8 @@
+-##
+-## 2025-10-11 old, obsolete.
+-##
 
-.strategies--form
+.Card.strategies--form
   = form_for strategy do |f|
     .actions
       = f.submit
@@ -7,25 +10,33 @@
     .row
       .col-md-6
         .field
-          %label Kind
-          = f.select :kind, options_for_select( Iro::Strategy::KINDS, selected: strategy.kind )
+          %label Kind:
+          = strategy.kind
+          = hidden_field_tag 'strategy[kind]', params[:kind] if params[:kind]
+        .field
+          %label stock
+          = f.select :stock_id, options_for_select(@stocks_list, selected: strategy.stock_id), class: 'select2'
         .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
-          %label stock
-          = f.select :stock_id, options_for_select(@stocks_list, selected: strategy.stock_id), class: 'select2'
-
-      .col-md-6
+          %label credit or debit?
+          = f.select :credit_or_debit, options_for_select([nil, Iro::Strategy::CREDIT, Iro::Strategy::DEBIT], selected: strategy.credit_or_debit)
         .field
-          %label slug
-          = f.text_field :slug
+          %label call or put?
+          .comment This is selected automatically
+          -# = f.select :call_or_put, options_for_select([nil, 'CALL', 'PUT'], selected: strategy.credit_or_debit)
+
+      -# .col-md-6
+      -#   .field
+      -#     %label slug
+      -#     = f.text_field :slug
     %hr
 
 
     .field
-      %label Threshold Buffer dollars above water
-      = f.number_field :threshold_buffer_above_water, placeholder: "0.49", step: 0.01
+      %label Buffer above water
+      = f.number_field :buffer_above_water, placeholder: "0.49", step: 0.01
     .field
       = f.label :threshold_dte
       = f.number_field :threshold_dte, placeholder: "1"
@@ -33,8 +44,8 @@
     -#   = f.label :next_max_outer_delta
     -#   = f.number_field :next_max_outer_delta, placeholder: "0.25", step: 0.01
     .field
-      = f.label :threshold_delta
-      = f.number_field :threshold_delta, placeholder: "0.14", step: 0.001
+      = f.label :threshold_pos_delta
+      = f.number_field :threshold_pos_delta, placeholder: "0.14", step: 0.001
     .field
       = f.label :threshold_netp
       = f.number_field :threshold_netp, placeholder: "0.69", step: 0.001
@@ -47,6 +58,7 @@
     .field
       = f.label :next_inner_strike
       = f.number_field :next_inner_strike, placeholder: "20.0", step: 0.01
+      .comment Literally the min (max) dollar amount of next strike
     .field
       = f.label :next_spread_amount
       = f.number_field :next_spread_amount, placeholder: "20", step: 0.1

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

@@ -0,0 +1,74 @@
+
+.strategies--form
+  = form_for strategy do |f|
+    .actions
+      = f.submit
+
+    .row
+      .col-md-6
+        .field
+          %label Kind:
+          = f.select :kind, options_for_select(Iro::Strategy::KINDS, selected: strategy.kind || params[:kind] )
+        .field
+          %label stock
+          = f.select :stock_id, options_for_select(@stocks_list, selected: strategy.stock_id), class: 'select2'
+        .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)
+        -## 2025-10-11 unnecessary: always credit.
+        -# .field
+        -#   %label credit or debit?
+        -#   = f.select :credit_or_debit, options_for_select([nil, Iro::Strategy::CREDIT, Iro::Strategy::DEBIT], selected: strategy.credit_or_debit)
+
+        -# selected automatically
+        .field
+          %label call or put?
+          .a
+            %b= strategy.put_call
+          .comment   This is selected automatically
+          -# = f.select :call_or_put, options_for_select([nil, 'CALL', 'PUT'], selected: strategy.credit_or_debit)
+
+      -# .col-md-6
+      -#   .field
+      -#     %label slug
+      -#     = f.text_field :slug
+    %hr
+
+
+    .field
+      %label Buffer dollars above water
+      = f.number_field :buffer_above_water, placeholder: "0.49", step: 0.01
+    .field
+      = f.label :threshold_dte
+      = f.number_field :threshold_dte, placeholder: "1"
+    -# .field
+    -#   = f.label :next_max_outer_delta
+    -#   = f.number_field :next_max_outer_delta, placeholder: "0.25", step: 0.01
+    .field
+      = f.label :threshold_delta
+      .comment that's a best-case scenario roll
+      = f.number_field :threshold_pos_delta, placeholder: "0.14", step: 0.001
+    .field
+      = f.label :threshold_netp
+      = f.number_field :threshold_netp, placeholder: "0.69", step: 0.001
+
+    %hr
+
+    .field
+      = f.label :next_inner_delta
+      = f.number_field :next_inner_delta, placeholder: "0.25", step: 0.001
+    .field
+      = f.label :next_inner_strike
+      = f.number_field :next_inner_strike, placeholder: "20.0", step: 0.01
+      .comment Literally the min (max) dollar amount of next strike
+    .field
+      = f.label :next_spread_amount
+      = f.number_field :next_spread_amount, placeholder: "20", step: 0.1
+    .field
+      %label next buffer dollars above water
+      = f.number_field :next_buffer_above_water, placeholder: "80", step: 0.01
+
+    .actions
+      = f.submit
+
+

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

@@ -0,0 +1,60 @@
+
+.strategies--form
+  = form_for strategy do |f|
+    .actions
+      = f.submit
+
+    .row
+      .col-md-6
+        .field
+          %label Kind:
+          = strategy.kind
+          = hidden_field_tag 'strategy[kind]', params[:kind]
+        .field
+          %label stock
+          = f.select :stock_id, options_for_select(@stocks_list, selected: strategy.stock_id), class: 'select2'
+        .field
+          %label long or short?
+          Automatically long
+        .field
+          %label credit or debit?
+          Debit
+        .field
+          %label call or put?
+          Covered call
+    %hr
+
+
+    .field
+      %label Threshold Buffer dollars above water
+      = f.number_field :threshold_buffer_above_water, placeholder: "0.49", step: 0.01
+    .field
+      = f.label :threshold_dte
+      = f.number_field :threshold_dte, placeholder: "1"
+    -# .field
+    -#   = f.label :next_max_outer_delta
+    -#   = f.number_field :next_max_outer_delta, placeholder: "0.25", step: 0.01
+    .field
+      = f.label :threshold_delta
+      = f.number_field :threshold_delta, placeholder: "0.14", step: 0.001
+    .field
+      = f.label :threshold_netp
+      = f.number_field :threshold_netp, placeholder: "0.69", step: 0.001
+
+    %hr
+
+    .field
+      = f.label :next_inner_delta
+      = f.number_field :next_inner_delta, placeholder: "0.25", step: 0.001
+    .field
+      = f.label :next_inner_strike
+      = f.number_field :next_inner_strike, placeholder: "20.0", step: 0.01
+      .comment Literally the min (max) dollar amount of next strike
+    .field
+      %label next buffer dollars above water
+      = f.number_field :next_buffer_above_water, placeholder: "80", step: 0.01
+
+    .actions
+      = f.submit
+
+

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

@@ -3,6 +3,8 @@
 .inline-search
   = form_tag strategies_path, method: :get do
     = text_field_tag :q
-= link_to '[+]', new_strategy_path
+-# = link_to '[+spread]', new_spread_strategy_path
+-# = link_to '[+wheel]', new_wheel_strategy_path
+
 
 

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

@@ -8,8 +8,8 @@
     -# %li <b>ticker:</b> #{strategy.ticker}
     -# %li <b>slug:</b> #{strategy.slug}
 
-    %li <b>threshold_buffer_above_water:</b> #{strategy.threshold_buffer_above_water}
-    %li <b>threshold_delta:</b> #{strategy.threshold_delta}
+    %li <b>buffer_above_water:</b> #{strategy.buffer_above_water}
+    %li <b>threshold_pos_delta:</b> #{strategy.threshold_pos_delta}
     %li <b>threshold_netp:</b> #{strategy.threshold_netp}
 
     %hr

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

@@ -7,11 +7,12 @@
     %thead
       %tr
         %th.actions  
-        %th kind
-        %th slug
         %th stock
+        %th kind
         %th long or short
+        %th put_call
         %th next_inner_delta
+        %th slug
         %th.actions  
     %tbody
       - strategies.each do |sss|
@@ -20,13 +21,12 @@
             .d-flex
               = link_to '[~]', edit_strategy_path(sss)
               = button_to 'x', strategy_path(sss), method: :delete, data: { confirm: 'Are you sure?' }
+          %td.stock= sss.stock
           %td= sss.kind
-          %td= link_to sss.slug, strategy_path(sss)
-          %td.stock
-            = sss.stock
-          %td.long-or-short
-            = sss.long_or_short
+          %td.long-or-short= sss.long_or_short
+          %td.put-call= sss.put_call
           %td= sss.next_inner_delta
+          %td= link_to sss.slug, strategy_path(sss)
           %td
             = form_tag propose_position_path do
               = hidden_field_tag :strategy_id, sss.id

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

@@ -1,3 +1,11 @@
 
 .strategies-edit.maxwidth
-  = render 'form', strategy: @strategy
+  .row
+    .col-md-9
+      - if @strategy.kind == Iro::Strategy::KIND_LONG_CREDIT_PUT_SPREAD
+        .Card= render "form_spread", strategy: @strategy
+      - else
+        %b _TODO: review strategies/edit, incorporate strategies other than KIND_LONG_CREDIT_PUT_SPREAD
+
+    .col-md-3= render 'iro/stocks/show_card', stock: @strategy.stock
+

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

@@ -2,7 +2,9 @@
 .maxwidth
   .header
     %h5.title
-      Strategies
-      = link_to '[+]', iro.new_strategy_path
+      Strategies  
+      -# = link_to '[+spread]', iro.new_spread_strategy_path
+      -# = link_to '[+wheel]', iro.new_wheel_strategy_path
+      = link_to '[+put-spread]', iro.new_strategy_path( kind: Iro::Strategy::KIND_LONG_CREDIT_PUT_SPREAD )
 
   = render '/iro/strategies/table', strategies: @strategies

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

@@ -1,3 +1,7 @@
 
 .maxwidth
-  = render 'form', strategy: @strategy
+  - if params[:kind] == Iro::Strategy::KIND_LONG_CREDIT_PUT_SPREAD
+    = render "form_spread", strategy: @strategy
+  - else
+    %b review strategies/new, incorporate strategies other than KIND_LONG_CREDIT_PUT_SPREAD
+

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

@@ -1,7 +1,9 @@
 
 .strategies-show.maxwidth
   .header
-    %h5.title Strategy #{@strategy}
+    %h5.title
+      Strategy `#{@strategy}`
+      = link_to '[~]', edit_strategy_path(@strategy)
     %ul
       -# %li Purse #{@strategy.purses}
       -# %li= link_to 'Next position', strategy_next_position_path(@strategy)

data/app/views/layouts/iro/application.haml

@@ -43,7 +43,7 @@
 
     = render "/wco/main_header"
     = render "/iro/main_header"
-    = render '/wco/alerts_notices' if notice || alert
+    = render '/wco/application/alerts_notices' if notice || alert
     .spacer-small
 
     %span.absolute.collapse-expand#mainW

data/config/routes.rb

@@ -23,7 +23,7 @@ Iro::Engine.routes.draw do
   resources :profiles
 
   get 'purses/:id/gameui', to: 'purses#show', as: :purse_gameui, defaults: { template: 'gameui' }
-  get 'purses/:id', to: 'purses#show', as: :purse, defaults: { template: 'show' }
+  get 'purses/:id',        to: 'purses#show', as: :purse # ,        defaults: { template: 'show' }
   resources :purses
 
   get 'schwab/sync', to: 'application#schwab_sync', as: :schwab_sync
@@ -31,6 +31,8 @@ Iro::Engine.routes.draw do
   get 'stocks/sync', to: 'stocks#sync', as: :sync_stocks
   resources :stocks
 
+  # get 'strategies/new-spread', to: 'strategies#new', as: :new_spread_strategy, defaults: { kind: 'spread' }
+  # get 'strategies/new-wheel',  to: 'strategies#new', as: :new_wheel_strategy,  defaults: { kind: 'wheel' }
   resources :strategies
 
   get 'api/oauth2-redirect.html', to: 'api#oauth2_redirect'

data/lib/iron_warbler.rb

@@ -2,6 +2,7 @@
 require 'business_time'
 require 'haml'
 require 'mongoid'
+require 'httparty'
 
 require "iro/engine"
 
@@ -178,7 +179,7 @@ class Iro::Iro
       },
     })
     out = out.parsed_response
-    puts! out, 'out'
+    puts! out, '#schwab_sync'
 
     attrs = {
       schwab_access_token:  out['access_token'],

data/lib/tasks/iro_tasks.rake

@@ -73,6 +73,12 @@ namespace :iro do
     Iro::Position.active.where({ kind: 'covered_call' }).map &:refresh
   end
 
+  desc 'sync schwab'
+  task sync_schwab: :environment do
+    Iro::Iro.schwab_sync
+    puts '.'
+  end
+
   desc 'watch positions'
   task watch_positions: :environment do
     while true

metadata

@@ -1,14 +1,14 @@
 --- !ruby/object:Gem::Specification
 name: iron_warbler
 version: !ruby/object:Gem::Version
-  version: 2.0.7.43
+  version: 2.0.7.46
 platform: ruby
 authors:
 - Victor Pudeyev
 autorequire:
 bindir: bin
 cert_chain: []
-date: 2024-08-22 00:00:00.000000000 Z
+date: 2026-01-01 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: business_time
@@ -242,16 +242,6 @@ files:
 - app/jobs/tda_job.rb-bk
 - app/mailers/iro/alert_mailer.rb
 - app/mailers/iro/application_mailer.rb
-- app/models/iro/alert.rb
-- app/models/iro/datapoint.rb
-- app/models/iro/date.rb
-- app/models/iro/option.rb
-- app/models/iro/option_black_scholes.rb
-- app/models/iro/position.rb
-- app/models/iro/priceitem.rb
-- app/models/iro/purse.rb
-- app/models/iro/stock.rb
-- app/models/iro/strategy.rb
 - app/models/tda/option.rb
 - app/models/tda/stock.rb
 - app/views/iro/_analytics.erb
@@ -269,19 +259,11 @@ files:
 - app/views/iro/positions/_form.haml
 - app/views/iro/positions/_formpart_4data.haml
 - app/views/iro/positions/_gameui_covered_call.haml
-- app/views/iro/positions/_gameui_covered_call.haml-bk
 - app/views/iro/positions/_gameui_long_credit_put_spread.haml
-- app/views/iro/positions/_gameui_long_debit_call_spread.haml
-- app/views/iro/positions/_gameui_long_debit_call_spread.haml-trash
-- app/views/iro/positions/_gameui_short_credit_call_spread.haml
-- app/views/iro/positions/_gameui_short_debit_put_spread.haml
-- app/views/iro/positions/_gameui_short_debit_put_spread.haml-trash
+- app/views/iro/positions/_gameui_spread.haml
 - app/views/iro/positions/_header.haml
 - app/views/iro/positions/_header_covered_call.haml
-- app/views/iro/positions/_header_long_credit_put_spread.haml
-- app/views/iro/positions/_header_long_debit_call_spread.haml
-- app/views/iro/positions/_header_short_credit_call_spread.haml
-- app/views/iro/positions/_header_short_debit_put_spread.haml
+- app/views/iro/positions/_header_spread.haml
 - app/views/iro/positions/_new.haml
 - app/views/iro/positions/_prepare_covered_call.haml
 - app/views/iro/positions/_prepare_long_debit_call_spread.haml
@@ -289,29 +271,40 @@ files:
 - app/views/iro/positions/_prepare_short_debit_put_spread.haml
 - app/views/iro/positions/_reasons.haml
 - app/views/iro/positions/_table.haml
+- app/views/iro/positions/done/_gameui_covered_call.haml-bk
+- app/views/iro/positions/done/_gameui_long_credit_put_spread.haml
+- app/views/iro/positions/done/_gameui_long_debit_call_spread.haml
+- app/views/iro/positions/done/_gameui_short_credit_call_spread.haml
+- app/views/iro/positions/done/_gameui_short_debit_put_spread.haml
+- app/views/iro/positions/done/_header_long_credit_put_spread.haml
+- app/views/iro/positions/done/_header_long_debit_call_spread.haml
+- app/views/iro/positions/done/_header_short_credit_call_spread.haml
+- app/views/iro/positions/done/_header_short_debit_put_spread.haml
+- app/views/iro/positions/done/roll-cc.haml-bk
 - app/views/iro/positions/edit.haml
 - app/views/iro/positions/new.haml
 - app/views/iro/positions/prepare.haml
 - app/views/iro/positions/prepare2.haml
-- app/views/iro/positions/roll-cc.haml-bk
-- app/views/iro/positions/roll.haml-trash
 - app/views/iro/purses/_form.haml
 - app/views/iro/purses/_form_extra_fields.haml
 - app/views/iro/purses/_header.haml
 - app/views/iro/purses/_summary.haml
+- app/views/iro/purses/done/gameui.haml-bk
+- app/views/iro/purses/done/gameui.haml-bk2
 - app/views/iro/purses/edit.haml
 - app/views/iro/purses/gameui.haml
-- app/views/iro/purses/gameui.haml-bk
-- app/views/iro/purses/gameui.haml-bk2
 - app/views/iro/purses/index.haml
 - app/views/iro/purses/show.haml
 - app/views/iro/stocks/_form.haml
-- app/views/iro/stocks/_grid_is_long.haml
-- app/views/iro/stocks/_grid_is_short.haml
+- app/views/iro/stocks/_grid_long.haml
+- app/views/iro/stocks/_grid_short.haml
+- app/views/iro/stocks/_show_card.haml
 - app/views/iro/stocks/edit.haml
 - app/views/iro/stocks/index.haml
 - app/views/iro/stocks/show.haml
 - app/views/iro/strategies/_form.haml
+- app/views/iro/strategies/_form_spread.haml
+- app/views/iro/strategies/_form_wheel.haml
 - app/views/iro/strategies/_header.haml
 - app/views/iro/strategies/_show.haml
 - app/views/iro/strategies/_table.haml

data/app/models/iro/alert.rb

@@ -1,63 +0,0 @@
-
-class Iro::Alert
-  include Mongoid::Document
-  include Mongoid::Timestamps
-  include Mongoid::Paranoia
-  store_in collection: 'iro_alerts'
-
-  # SLEEP_TIME_SECONDS = Rails.env.production? ? 60 : 15
-
-  DIRECTION_ABOVE = 'ABOVE'
-  DIRECTION_BELOW = 'BELOW'
-  def self.directions_list
-    [ nil, DIRECTION_ABOVE, DIRECTION_BELOW ]
-  end
-
-  STATUS_ACTIVE   = 'active'
-  STATUS_INACTIVE = 'inactive'
-  STATUSES        = [ nil, 'active', 'inactive' ]
-  field :status, default: STATUS_ACTIVE
-  def self.active
-    where( status: STATUS_ACTIVE )
-  end
-
-  field :class_name, default: 'Iro::Stock'
-  validates :class_name, presence: true
-
-  field :symbol, type: String
-  validates :symbol, presence: true
-
-  field :direction, type: String
-  validates :direction, presence: true
-
-  field :strike, type: Float
-  validates :strike, presence: true
-
-  def do_run
-    alert = self
-    begin
-      price = Tda::Stock.get_quote( alert.symbol )&.last
-      return if !price
-
-      if ( alert.direction == alert.class::DIRECTION_ABOVE && price >= alert.strike ) ||
-         ( alert.direction == alert.class::DIRECTION_BELOW && price <= alert.strike )
-
-        if Rails.env.production?
-          Iro::AlertMailer.stock_alert( alert.id.to_s ).deliver_later
-        else
-          Iro::AlertMailer.stock_alert( alert.id.to_s ).deliver_now
-        end
-        alert.update({ status: alert.class::STATUS_INACTIVE })
-        print '^'
-
-      end
-    rescue => err
-      puts! err, 'err'
-      ::ExceptionNotifier.notify_exception(
-        err,
-        data: { alert: alert }
-      )
-    end
-  end
-
-end