Workdesk to stack research work on Security and/or Organization items
commite5bb46debf3d372b498847c11a315d8bb18fa301
authorpqauvsum <pqauvsum@posteo.cz>
Mon, 10 Jul 2017 19:09:00 +0000 (10 21:09 +0200)
committerpqauvsum <pqauvsum@posteo.cz>
Mon, 10 Jul 2017 19:09:00 +0000 (10 21:09 +0200)
treec3f171068b568c1b0b14ff83e12524f59fd898eb
parent927183ee863e865f54573f7566f5d403aec45883
Workdesk to stack research work on Security and/or Organization items

- rake task to import ISIN symbols from text file input
- feature to CSV export all Security records with typemodel data
- calculate accrued interest of holdings
- smart link line for quick navigation
- BUGFIX: :last_trade in portrait not time-browsing sensitive
- BUGFIX: CY, YTC and YTM can not be calculated post maturity
- BUGFIX: YTC turns negative when :date_first_call is in the past
- BUGFIX: documents not time-browsing sensitive
- BUGFIX: respect date of position in #accrued_interest
- BUGFIX: survive HTTP errors during updates
56 files changed:
gui/Gemfile
gui/app/assets/stylesheets/portrait.css
gui/app/assets/stylesheets/workdesk.css [new file with mode: 0644]
gui/app/controllers/application_controller.rb
gui/app/controllers/documents_controller.rb
gui/app/controllers/objects/security_controller.rb
gui/app/controllers/order_controller.rb
gui/app/controllers/workdesk_controller.rb [new file with mode: 0644]
gui/app/helpers/application_helper.rb
gui/app/models/order.rb
gui/app/models/organization.rb
gui/app/models/position.rb
gui/app/models/security.rb
gui/app/models/security_bond.rb
gui/app/models/security_derivative.rb
gui/app/models/security_fund.rb
gui/app/models/security_index.rb
gui/app/models/security_metal.rb
gui/app/models/security_stock.rb
gui/app/models/workdesk.rb [new file with mode: 0644]
gui/app/views/asset/index.html.erb
gui/app/views/blog/index.html.erb
gui/app/views/figures/index.html.erb
gui/app/views/layouts/application.html.erb
gui/app/views/objects/security/index.html.erb
gui/app/views/order/show.html.erb
gui/app/views/portrait/_security_info_bond.html.erb
gui/app/views/portrait/_security_quote.html.erb
gui/app/views/portrait/_smart_links.html.erb [new file with mode: 0644]
gui/app/views/portrait/index.html.erb
gui/app/views/position/_overview_gain.html.erb
gui/app/views/position/show.html.erb
gui/app/views/quoterecord_rules/index.html.erb
gui/app/views/quoterecords/index.html.erb
gui/app/views/workdesk/index.html.erb [new file with mode: 0644]
gui/config/routes.rb
gui/db/migrate/20170707184828_workdesk.rb [new file with mode: 0644]
gui/lib/smr/asset.rb
gui/lib/smr/asset_position.rb
gui/lib/smr/fetch.rb
gui/lib/smr/link_mixin.rb
gui/lib/smr/reapers/finanzen_net.rb
gui/lib/smr/reapers/onvista.rb
gui/lib/smr/security_typemodel_mandatory_methods.rb [new file with mode: 0644]
gui/lib/smr/uploaded_file.rb
gui/lib/tasks/smr.rake
gui/test/fixtures/position.yml
gui/test/integration/admin_session_test.rb
gui/test/integration/demo1_user_session_test.rb
gui/test/integration/demo1_working_with_positions_test.rb
gui/test/unit/fetch_finanzen-net_test.rb
gui/test/unit/fetch_interface_test.rb
gui/test/unit/fetch_stuttgart_test.rb
gui/test/unit/security_models_test.rb
gui/test/unit/smr_asset_position_test.rb
gui/test/unit/smr_cashflowforecast_test.rb