gui/app/controllers/objects/security_controller.rb

   1 #
   2 # This file is part of SMR.
   3 #
   4 # SMR is free software: you can redistribute it and/or modify it under the
   5 # terms of the GNU General Public License as published by the Free Software
   6 # Foundation, either version 3 of the License, or (at your option) any later
   7 # version.
   8 #
   9 # SMR is distributed in the hope that it will be useful, but WITHOUT ANY
  10 # WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR
  11 # A PARTICULAR PURPOSE.  See the GNU General Public License for more details.
  12 #
  13 # You should have received a copy of the GNU General Public License along with
  14 # SMR.  If not, see <http://www.gnu.org/licenses/>.
  15 #
  16
  17 ##
  18 # handles CRUD on Security records
  19 class Objects::SecurityController < ObjectsController
  20
  21     ##
  22     # List all Security records for editing.
  23     def index
  24         super
  25         session[:objects_security_query] = params[:q] if params[:q]
  26
  27         @query = Security.ransack(session[:objects_security_query])
  28         @securities, @total_pages = smr_paginate(
  29             @page=smr_page,
  30             @query.result.includes(:Organization).to_a
  31         )
  32         @organizations = Organization.all.order(:name).to_a
  33         @select_securities = smr_securities_list
  34     end
  35
  36     ##
  37     # defines empty Security to #create a new one
  38     def new
  39         self.index
  40
  41         if params[:symbol]
  42             @security = Security.new(:symbol=>params[:symbol])
  43             @security.id_organization = session[:objects_security_organization] if session[:objects_security_organization]
  44
  45             begin @security.fetch_metadata
  46             rescue ActiveRecord::RecordInvalid => errors
  47                 flash[:alert] = errors.to_s
  48                 @security = false
  49             end
  50         else @security = Security.new end
  51         render :index
  52     end
  53
  54     ##
  55     # retrieve Security for editing
  56     # - NOTE: disabled @quote_retrieval_status because it hinders fluent
  57     # security editing
  58     def edit
  59         self.index
  60
  61         @security = Security.find(params[:id])
  62         render :index
  63     end
  64
  65     ##
  66     # handles creates and updates
  67     def create
  68         n = Array.new
  69
  70         if params[:security][:id].to_i > 0 then
  71             security = Security.find(params[:security][:id])
  72             security.update(security_params)
  73         else security = Security.create(security_params) end
  74
  75         if params[:security_use_type] then
  76             security.create_type(params[:security_use_type])
  77         end
  78
  79         if params[:security_stock]
  80             if params[:security_stock][:id].to_i > 0 then
  81                 st = SecurityStock.find(params[:security_stock][:id])
  82                 st.update(security_stock_params)
  83             else st = SecurityStock.create(security_stock_params) end
  84             security.id_security_stock = st.id
  85             n << st.errors.full_messages.uniq
  86         end
  87
  88         if params[:security_bond]
  89             if params[:security_bond][:id].to_i > 0 then
  90                 st = SecurityBond.find(params[:security_bond][:id])
  91                 st.update(security_bond_params)
  92             else st = SecurityBond.create(security_bond_params) end
  93             security.id_security_bond = st.id
  94             n << st.errors.full_messages.uniq
  95         end
  96
  97         if params[:security_fund]
  98             if params[:security_fund][:id].to_i > 0 then
  99                 st = SecurityFund.find(params[:security_fund][:id])
 100                 st.update(security_fund_params)
 101             else st = SecurityFund.create(security_fund_params) end
 102             security.id_security_fund = st.id
 103             n << st.errors.full_messages.uniq
 104         end
 105
 106         if params[:security_metal]
 107             if params[:security_metal][:id].to_i > 0 then
 108                 st = SecurityMetal.find(params[:security_metal][:id])
 109                 st.update(security_metal_params)
 110             else st = SecurityMetal.create(security_metal_params) end
 111             security.id_security_metal = st.id
 112             n << st.errors.full_messages.uniq
 113         end
 114
 115         if params[:security_derivative]
 116             if params[:security_derivative][:id].to_i > 0 then
 117                 st = SecurityDerivative.find(params[:security_derivative][:id])
 118                 st.update(security_derivative_params)
 119             else st = SecurityDerivative.create(security_derivative_params) end
 120             security.id_security_derivative = st.id
 121             n << st.errors.full_messages.uniq
 122         end
 123
 124         if params[:security_index]
 125             if params[:security_index][:id].to_i > 0 then
 126                 st = SecurityIndex.find(params[:security_index][:id])
 127                 st.update(security_index_params)
 128             else st = SecurityIndex.create(security_index_params) end
 129             security.id_security_index = st.id
 130             n << st.errors.full_messages.uniq
 131         end
 132
 133         security.save
 134         n << security.errors.full_messages.uniq
 135
 136         redirect_to objects_security_index_path, :notice=>n.flatten.join(', ')
 137     end
 138
 139     ##
 140     # delete Security unless (!) important data is related to it
 141     # - basically delete is not possible if a Position exist (of any user)
 142     # - also "observations" block it, ie. a assigned Document or FigureData
 143     # - see the model to know what else is important
 144     # - unimportant records such as Quote will be removed along
 145     def destroy
 146         s = Security.find(params[:id])
 147         begin s.destroy
 148         rescue ActiveRecord::DeleteRestrictionError => errors
 149             flash[:alert] = errors.to_s
 150         end
 151
 152         redirect_to :action=>:index
 153     end
 154
 155  protected
 156
 157     ##
 158     # internal helper defining parameters acceptable for Security create/update
 159     def security_params
 160         params.require(:security).permit(
 161           :symbol,
 162           :preferred_reaper, :preferred_reaper_locked,
 163           :id_organization, :url, :brief, :description, :fetch_quote,
 164           :collateral_coverage_ratio,
 165         )
 166     end
 167
 168     ##
 169     # internal helper defining parameters acceptable for Security Type model create/update
 170     def security_stock_params
 171         params.require(:security_stock).permit(
 172           :dividend, :time_dividend_exdate, :dividend_interval, :type, :comment
 173         )
 174     end
 175
 176     def security_bond_params
 177         params.require(:security_bond).permit(
 178           :type, :currency, :denomination, :is_subordinated, :is_callable, :is_stepup, :is_stepdown,
 179           :coupon, :coupon_interval, :interest_method, :time_first_coupon, :time_last_coupon,
 180           :time_maturity, :redemption_price, :redemption_installments, :redemption_interval,
 181           :comment
 182         )
 183     end
 184
 185     def security_fund_params
 186         params.require(:security_fund).permit(
 187           :type, :currency, :tranche, :time_inception, :time_fiscalyearend, :investment_minimum, :is_synthetic,
 188           :distribution, :time_distribution, :distribution_interval, :is_retaining_profits,
 189           :issue_surcharge, :management_fee, :redemption_fee, :redemption_period,
 190           :comment
 191         )
 192     end
 193
 194     def security_metal_params
 195         params.require(:security_metal).permit(
 196           :type, :unit, :comment
 197         )
 198     end
 199
 200     def security_derivative_params
 201         params.require(:security_derivative).permit(
 202           :type, :direction, :id_security_underlying, :time_inception, :time_end,
 203           :strike_price, :subscription_ratio, :is_leveraged, :is_dead, :comment
 204         )
 205     end
 206
 207     def security_index_params
 208         params.require(:security_index).permit(
 209           :comment
 210         )
 211     end
 212 end