2 # This file is part of SMR.
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
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.
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/>.
18 # provides fundamental means to use SMR
19 class ApplicationController < ActionController::Base
20 before_filter :force_login
21 helper_method :current_user
22 helper_method :smr_menu_addsubitem
25 # extend parent constructor with @smr_menu_items, see
26 # smr_menu_addsubitem()
29 # I don not understand where these symbols come from? However,
30 # when smr_menu() builds the menu it happens that +:root+
31 # refers to +root_path+ and +:cashflow+ refers to +cashflow_path+
33 # If one specifies a symbol for the actual method name, like
34 # +:root_path+ that will become translated into +:root_path_path+
35 # and trigger an error 'unknown method'.
40 'cashflow' => :cashflow_index,
41 'workdesk' => :workdesk_index,
42 'watchlist' => :watchlist_index,
43 'report' => :report_index,
44 'quote records' => :quoterecords,
45 'figures' => :figures,
46 'blog' => :blog_index,
47 'documents' => :documents,
48 'objects' => :objects,
55 # redirect to login unless we have a authenticated current_user
57 unless current_user or params[:controller].eql?'sessions'
58 redirect_to new_session_path
63 # find current_user by :auth_token cookie
65 @current_user ||= User.find_by_password_auth_token!(cookies[:auth_token]) if cookies[:auth_token]
71 # set session parameters that are of global use
72 # - these can be modified through POST from anywhere
74 # you may POST these params:
76 # - smr_browse_date = "YYYY-MM-DD"
77 # - smr_step_date = "day_back" or "day_forward"
79 def set_session_params
81 if params[:smr_browse_date] then
82 session[:smr_browse_date] = Time.parse(params[:smr_browse_date]).end_of_day.to_i
85 if params[:smr_step_date] then
86 case params[:smr_step_date]
87 when 'day_back' then session[:smr_browse_date] -= 1.days
88 when 'day_forward' then session[:smr_browse_date] += 1.days
96 # return date the user is currently browsing, as Time
98 session[:smr_browse_date] = Time.now.end_of_day.to_i if session[:smr_browse_date].nil?
99 Time.at(session[:smr_browse_date])
103 # extends @smr_menu_items by adding sub elements to a top level
104 # entry. Note that you can only extend exising entries but not
105 # add your own top level entry.
106 def smr_menu_addsubitem(name, subitems)
107 raise 'subitems must be a Hash' if not subitems.is_a?(Hash)
108 raise 'name must exist in @smr_menu_items' if not @smr_menu_items[name]
110 toplink=@smr_menu_items[name]
111 @smr_menu_items[name] = subitems
112 @smr_menu_items[name]['_toplink'] = toplink
116 # Collection of Securitiy names and ids for display or select forms.
117 # Note: the Smr::ID_CASH_SECURITY is dropped from here.
118 def smr_securities_list
119 securities = Security.is_actively_traded(smr_browse_date).to_a
124 # Collection of Organization names and ids for display or select forms.
126 # Note: the Smr::ID_UNIVERSE_ORGANIZATION is dropped by default as its as
127 # it counts as 'not yet organized'. Use the :drop_universe option to alter
129 def smr_organizations_list(options={:drop_universe=>true})
130 collection = if options[:drop_universe] then
131 Organization.where.not(:id=>Smr::ID_UNIVERSE_ORGANIZATION)
132 else Organization end
133 collection.order(:name=>:desc).to_a
137 # Collection of Portfolio objects of current user to display or select
140 # By default, only those having open positions in it will be shown. Use the
141 # options to change that behaviour.
142 def smr_portfolios_list(options={:show_all=>false})
143 if options[:show_all] then
144 Portfolio.where(:id_user=>current_user.id).order(:order).to_a
146 Portfolio.with_open_positions(current_user.id).order(:order).to_a
151 # Collection of Security.id numbers held in open positions by the current
154 # This is cached in the session. Either some code fills the cache by giving
155 # :fill_initially or this method takes care of filling it (expensive).
157 # :fill_initially should be a collection of Smr::AssetsPosition.
158 def smr_securities_in_open_positions_list(fill_initially=false)
159 if fill_initially then
160 session[:smr_securities_in_open_positions_cache] = fill_initially.collect{ |p| p.security.id }.uniq
163 if not session[:smr_securities_in_open_positions_cache].is_a?(Array) then
164 assets = Smr::Asset.new(current_user.id, smr_browse_date)
165 session[:smr_securities_in_open_positions_cache] = assets.open_positions.collect{ |p| p.security.id }.uniq
167 session[:smr_securities_in_open_positions_cache]
171 # Returns sanitized page number as set by +params[:page]+.
173 JustPaginate.page_value(params[:page])
177 # Paginate a collection if things.
178 def smr_paginate(current_page, collection, items_per_page=20)
179 JustPaginate.paginate(current_page, items_per_page, collection.count) do |range|
180 collection.slice(range)