iron_warbler 2.0.7.7 → 2.0.7.9

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

@@ -0,0 +1,137 @@
+
+.positions--table
+
+  %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
+
+      %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
+          .a
+            = pp_amount position.next_mark
+            \=>
+            = pp_amount position.next_outcome * 100 * position.quantity rescue nil
+
+
+
+
+
+
+

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

@@ -0,0 +1,4 @@
+
+.positions-edit.maxwidth
+
+  = render 'form', position: @position

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

@@ -0,0 +1,4 @@
+
+.positions-new.maxwidth
+  %h5 New Position
+  = render 'form', position: @position

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

@@ -0,0 +1,9 @@
+
+.iro-purses--form
+  = form_for purse do |f|
+    .flex-row
+      .field
+        %label Slug
+        = f.text_field :slug
+    .actions
+      = f.submit

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

@@ -0,0 +1,3 @@
+
+.purses-edit.maxwidth
+  = render 'form', purse: @purse

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

@@ -0,0 +1,11 @@
+
+.iro-purses--index.maxwidth
+  %h5 Iro Purses
+
+  %ul
+    - @purses.each do |purse|
+      %li
+        = link_to '[~]', edit_purse_path(purse)
+        = link_to purse.slug, purse_path(purse)
+
+    %li= render 'iro/purses/form', purse: Iro::Purse.new

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

@@ -0,0 +1,10 @@
+
+.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/positions/table', positions: @purse.positions

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

@@ -11,5 +11,9 @@
       .field
         = f.label :ticker
         = f.text_field :ticker
+
+      .field
+        %label Last
+        = f.number_field :last, placeholder: '80.0', step: 0.01
       .actions
         = f.submit

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

@@ -0,0 +1,37 @@
+
+.strategies--form
+  = form_for strategy do |f|
+    .actions
+      = f.submit
+
+    .field
+      %label Ticker
+      = f.select :ticker, options_for_select( @tickers_list, selected: strategy.ticker )
+
+    .field
+      %label slug
+      = f.text_field :slug
+
+    .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
+    .field
+      = f.label :next_min_strike
+      = f.number_field :next_min_strike, placeholder: "20.0", step: 0.01
+    .field
+      = f.label :threshold_delta
+      = f.number_field :threshold_delta, placeholder: "0.14", step: 0.01
+    .field
+      = f.label :threshold_netp
+      = f.number_field :threshold_netp, placeholder: "0.69", step: 0.01
+    -# .field
+    -#   = f.label :current_underlying_strike
+    -#   = f.number_field :current_underlying_strike, placeholder: "16.66", step: 0.01
+
+    .actions
+      = f.submit
+
+

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

@@ -0,0 +1,8 @@
+
+= link_to "Strategies (#{Iro::Strategy.all.length})", strategies_path
+.inline-search
+  = form_tag strategies_path, method: :get do
+    = text_field_tag :q
+= link_to '[+]', new_strategy_path
+
+

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

@@ -0,0 +1,18 @@
+
+.strategies--show.modal-absolute.hide
+  .header
+    Strategy
+    = link_to '[~]', edit_strategy_path(strategy)
+    = strategy
+  %ul
+    %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_min_strike:</b> #{strategy.next_min_strike}
+
+    %li <b>threshold_delta:</b> #{strategy.threshold_delta}
+    %li <b>threshold_netp:</b> #{strategy.threshold_netp}
+

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

@@ -0,0 +1,18 @@
+
+- strategies ||= @strategies
+
+.strategies--table
+
+  %table.bordered
+    %tr
+      %th  
+      %th ticker
+      %th slug
+      %th next_max_delta
+    - strategies.each do |sss|
+      %tr
+        %td= link_to '[~]', edit_strategy_path(sss)
+        %td= sss.ticker
+        %td= sss.slug
+        %td= sss.next_max_delta
+

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

@@ -0,0 +1,3 @@
+
+.strategies-edit.maxwidth
+  = render 'form', strategy: @strategy

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

@@ -0,0 +1,3 @@
+
+.maxwidth
+  = render 'form', strategy: @strategy

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

@@ -1,18 +1,53 @@
 !!!
 %html
   %head
-    %meta{content: "text/html; charset=UTF-8", "http-equiv" => "Content-Type"}/
-    %title Iron Warbler
+    %title #{@page_title} | Iron Warbler
+    %link{ :rel => 'icon', :href => "/favicon_#{ENV['RAILS_ENV']}.gif" }
+    %meta{ :name => :viewport, :content => 'width=device-width, initial-scale=1, minimum-scale=1, maximum-scale=2' }
+    %meta{ :charset => 'UTF-8' }
+    %meta{ :description => @page_description }
+
+    = javascript_include_tag "//code.jquery.com/jquery-3.3.1.min.js"
+
+    %script{ :src => "//cdn.datatables.net/1.10.16/js/jquery.dataTables.min.js" }
+    = stylesheet_link_tag "//cdn.datatables.net/1.10.16/css/jquery.dataTables.min.css"
+
+    = stylesheet_link_tag "//maxcdn.bootstrapcdn.com/font-awesome/4.7.0/css/font-awesome.min.css", :media => 'all'
+    = stylesheet_link_tag "//fonts.googleapis.com/icon?family=Material+Icons"
+
+    = stylesheet_link_tag "//cdn.jsdelivr.net/npm/bootstrap@4.3.1/dist/css/bootstrap.min.css"
+    = javascript_include_tag "//cdn.jsdelivr.net/npm/popper.js@1.14.7/dist/umd/popper.min.js"
+    = javascript_include_tag "//cdn.jsdelivr.net/npm/bootstrap@4.3.1/dist/js/bootstrap.min.js"
+
+    = stylesheet_link_tag "//cdn.jsdelivr.net/npm/select2@4.0.0/dist/css/select2.min.css"
+    = javascript_include_tag "//cdn.jsdelivr.net/npm/select2@4.0.0/dist/js/select2.min.js"
+
+    = stylesheet_link_tag "//cdn.jsdelivr.net/npm/summernote@0.8.18/dist/summernote.min.css"
+    = javascript_include_tag "//cdn.jsdelivr.net/npm/summernote@0.8.18/dist/summernote.min.js"
+
+    = javascript_include_tag "wco/application"
+    = stylesheet_link_tag    "wco/application", media: "all"
+
+    = javascript_include_tag "iron_warbler/application"
+    = stylesheet_link_tag    "iron_warbler/application", media: "all"
+
+    -# %script{crossorigin: "", src: "https://unpkg.com/react@18/umd/react.development.js"}
+    -# %script{crossorigin: "", src: "https://unpkg.com/react-dom@18/umd/react-dom.development.js"}
+    -# %script{src: "https://unpkg.com/prop-types@15.6/prop-types.min.js"}
+    -# %script{src: "https://unpkg.com/axios/dist/axios.min.js"}
+    -# %script{src: "https://unpkg.com/recharts/umd/Recharts.js"}
+
     = csrf_meta_tags
     = csp_meta_tag
-    = stylesheet_link_tag    "iron_warbler/application", media: "all"
-  %body
-    .main-menu
-      %h5 Main Menu
-      %ul
-        %li= link_to 'Home - Dashboard', root_path
-        %li= link_to 'Stocks', stocks_path
-        -# %li= link_to 'Options', options_path
-        %li Max Pain
-        %li= link_to 'Alerts', alerts_path
-    = yield
+  %body{ class: [ params[:controller].gsub("wco_email/",""), "#{params[:controller].gsub("wco_email/","")}-#{params[:action]}", params[:action], "application-fullwidth" ] }
+
+    = render "/wco/main_header"
+    = render "/iro/main_header"
+    = render '/wco/alerts_notices' if notice || alert
+    %hr
+
+    %span.absolute.collapse-expand#mainW
+    = yield
+
+    = render '/wco/main_footer'
+    = render '/iro/analytics' if Rails.env.production?

data/config/initializers/assets.rb

@@ -0,0 +1,10 @@
+
+Rails.application.config.assets.version = '1.0'
+
+Rails.application.config.assets.precompile += %w(
+  wco/application.js
+  wco/application.css
+
+  iron_warbler/application.js
+  iron_warbler/application.css
+);

data/config/routes.rb

@@ -8,7 +8,13 @@ Iro::Engine.routes.draw do
   get  'datapoints', to: '/iro/datapoints#index'
 
   resources :option_watches
+
+  post 'positions/:id/roll', to: 'positions#roll', as: :roll_position
+  resources :positions
   resources :profiles
+  resources :purses
+
   resources :stocks
+  resources :strategies
 
 end

data/lib/iron_warbler.rb

@@ -1,5 +1,8 @@
 
-require "active_record/railtie"
+require 'business_time'
+
 require 'haml'
 
+require 'mongoid'
+
 require "iro/engine"

data/lib/tasks/db_tasks.rake

@@ -1,9 +1,33 @@
 
 namespace :db do
 
-  desc 'create calendar'
+  desc 'test'
+  task test: :environment do
+    Iro::Datapoint.test
+  end
+
+  desc 'create calendar mdb'
   task create_calendar: :environment do
 
+    year = 2023
+    d = "#{year}-01-01".to_date
+    out = ""
+    368.times do
+      if d.strftime('%Y').to_i == year+1
+        break
+      end
+
+      Iro::Date.create({ date: d.strftime('%Y-%m-%d') })
+      print '.'
+
+      d = d + 1.day
+    end
+
+  end
+
+  desc 'create calendar sql'
+  task create_calendar_sql: :environment do
+
     year = 2023
     d = "#{year}-01-01".to_date
     out = ""
@@ -24,4 +48,33 @@ namespace :db do
     `mv /opt/tmp/#{year}_calendar.sql doc/`
 
   end
+
+  desc 'test datapoints'
+  task create_test_datapoints: :environment do
+    datapoint = Iro::Datapoint.create({
+      date: '2023-12-28',
+      created_at: '2023-12-28 01:00:00',
+      kind: 'some-type',
+      value: 115,
+    })
+    datapoint = Iro::Datapoint.create({
+      date: '2023-12-28',
+      created_at: '2023-12-28 02:00:00',
+      kind: 'some-type',
+      value: 116,
+    })
+    datapoint = Iro::Datapoint.create({
+      date: '2023-12-30',
+      created_at: '2023-12-30 01:00:00',
+      kind: 'some-type',
+      value: 117,
+    })
+    datapoint = Iro::Datapoint.create({
+      date: '2023-12-30',
+      created_at: '2023-12-30 02:00:00',
+      kind: 'some-type',
+      value: 118,
+    })
+  end
+
 end

data/lib/tasks/iro_tasks.rake

@@ -1,6 +1,41 @@
 
 namespace :iro do
 
+  desc 'recommend position actions'
+  task recommend_position_actions: :environment do
+    Iro::Position.active.where({ kind: 'covered_call' }).map &:should_roll?
+  end
+
+  desc 'refresh positions'
+  task refresh_positions: :environment do
+    Iro::Position.active.where({ kind: 'covered_call' }).map &:refresh
+  end
+
+  desc 'watch positions'
+  task watch_positions: :environment do
+    while true
+      if in_business
+
+        positions = Iro::Position.active.where({ kind: 'covered_call' })
+        positions.each do |position|
+          out = Tda::Option.get_quote({
+            contractType:   'CALL',
+            strike:         position.strike,
+            expirationDate: position.expires_on,
+            ticker:         position.ticker,
+          })
+          position.update({
+            end_delta: out[:delta],
+            end_price: out[:last],
+          })
+        end
+
+        print '.'
+      end
+      sleep 60 # seconds
+    end
+  end
+
   desc 'watch stocks'
   task watch_stocks: :environment do
     while true

data/lib/tasks/iro_tasks.rake-old

@@ -0,0 +1,128 @@
+
+namespace :iro do
+
+  ## 2023-03-31 _vp_ Continue.
+  # if Time.now.in_time_zone > Time.now.in_time_zone.beginning_of_day + 8.5.hours &&
+  #    Time.now.in_time_zone < Time.now.in_time_zone.beginning_of_day + 15.hours
+  # end
+  #
+  desc 'alert on stock price action'
+  task alert_stocks: :environment do
+    while true
+
+      ::Iro::Iro.alert_stocks
+
+      print '.'
+      sleep 45 # seconds
+    end
+  end
+
+  ## 2023-03-31 _vp_ Done, unused.
+  desc 'alert stocks test'
+  task alert_stocks_test: :environment do
+    tickers_str = Iro::OptionWatch.active.where( kind: ::Iro::OptionWatch::KIND_STOCK ).map(&:ticker).join(',')
+    if tickers_str.present?
+
+      out = Tda::Stock.get_quotes( tickers_str )
+      Iro::OptionWatch.active.where( kind: ::Iro::OptionWatch::KIND_STOCK ).each do |watch|
+
+        if watch.direction == Iro::OptionWatch::DIRECTION_ABOVE && out[watch.ticker][:mark] >= watch.mark ||
+          watch.direction == Iro::OptionWatch::DIRECTION_BELOW && out[watch.ticker][:mark] <= watch.mark
+
+          IshManager::ApplicationMailer.stock_alert( watch.id.to_s ).deliver_later
+          watch.update_attributes({ state: Iro::OptionWatch::STATE_INACTIVE })
+
+        end
+      end
+
+    end
+  end
+
+  ## 2023-02-04 _vp_ :: Continue
+  ## 2023-02-06 _vp_ :: LFG
+  desc 'The runner that populates the db for graphing'
+  task :get_chains => :environment do
+    while true
+
+      ::Iro::Iro.get_chains
+
+      print '.'
+      # sleep 5 * 60 # 5 minutes
+      sleep 55 * 60 # 1 hr
+    end
+  end
+
+  desc 'Get BTC, ETH price from coinmarketcap'
+  task :get_coins => :environment do
+    while true
+
+      ::Iro::Iro.get_coins
+
+      print '.'
+      # sleep 5 * 60 # 5 minutes
+      sleep 55 * 60 # 1 hr
+    end
+  end
+
+  desc 'Get COP from currencyfreaks, cron'
+  task :get_currencies => :environment do
+    ::Iro::Iro.get_currencies
+    puts 'ok'
+  end
+
+  desc 'get gme short %'
+  task :get_gme_short_availability_and_fee => :environment do
+    errors = ::Iro::Iro.get_gme_short_availability_and_fee
+    puts errors.presence || '.'
+  end
+
+  ## 2023-03-10 _vp_ Continue.
+  desc 'get stocks'
+  task get_stocks: :environment do
+    while true
+
+      ::Iro::Iro.get_stocks
+
+      print '.'
+      # sleep 45 # seconds
+      sleep 55 * 60 # 1 hr
+    end
+  end
+
+  ## 2023-02-06 _vp_ :: Continue
+  ## 2023-02-08 _vp_ :: Continue
+  ## 2023-03-18 _vp_ :: Continue
+  ## 2023-03-19 _vp_ :: Continue, it's intense
+  desc 'watch positions'
+  task watch_positions: :environment do
+    while true
+
+      ::Iro::CoveredCall.active.each do |position|
+        position.refresh
+        if position.should_roll?
+
+          position.update({
+            next_delta:   position.next_position[:delta],
+            next_outcome: position.next_outcome,
+            next_symbol:  position.next_symbol,
+            status:       Iro::Position::STATE_PROPOSED,
+          })
+
+          out = IroMailer.should_roll({
+            next_symbol:  position.next_symbol,
+            prev_symbol:  position.prev_symbol,
+          })
+          Rails.env.production? ? out.deliver_later : out.deliver_now
+
+          print '+'
+        end
+      end
+
+      print '.'
+      sleep 15 * 60 # 15 min
+      # sleep 60 * 60 # 1 hr
+    end
+  end
+
+
+end