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 require 'csv'
  17
  18 ##
  19 # handles CRUD on Security records
  20 class Objects::SecurityController < ObjectsController
  21
  22     ##
  23     # List all Security records for editing.
  24     def index
  25         super
  26         session[:objects_security_query] = params[:q] if params[:q]
  27
  28         @query = Security.ransack(session[:objects_security_query])
  29         @securities, @total_pages = smr_paginate(
  30             @page=smr_page,
  31             @query.result.includes(:Organization).to_a
  32         )
  33         @select_securities = smr_securities_list
  34     end
  35
  36     ##
  37     # defines empty Security to #create a new one
  38     def new
  39         @organizations = Organization.all.order(:name).to_a
  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     end
  52
  53     ##
  54     # retrieve Security for editing
  55     # - NOTE: disabled @quote_retrieval_status because it hinders fluent
  56     # security editing
  57     def edit
  58         self.new
  59
  60         @security = Security.find(params[:id])
  61         render :new
  62     end
  63
  64     ##
  65     # handles creates and updates
  66     def create
  67         n = Array.new
  68
  69         if params[:security][:id].to_i > 0 then
  70             security = Security.find(params[:security][:id])
  71             security.update(security_params)
  72         else security = Security.create(security_params) end
  73
  74         if params[:security_use_type] then
  75             security.create_type(params[:security_use_type])
  76         end
  77
  78         if params[:security_stock]
  79             if params[:security_stock][:id].to_i > 0 then
  80                 st = SecurityStock.find(params[:security_stock][:id])
  81                 st.update(security_stock_params)
  82             else st = SecurityStock.create(security_stock_params) end
  83             security.id_security_stock = st.id
  84             n << st.errors.full_messages.uniq
  85         end
  86
  87         if params[:security_bond]
  88             if params[:security_bond][:id].to_i > 0 then
  89                 st = SecurityBond.find(params[:security_bond][:id])
  90                 st.update(security_bond_params)
  91             else st = SecurityBond.create(security_bond_params) end
  92             security.id_security_bond = st.id
  93             n << st.errors.full_messages.uniq
  94         end
  95
  96         if params[:security_fund]
  97             if params[:security_fund][:id].to_i > 0 then
  98                 st = SecurityFund.find(params[:security_fund][:id])
  99                 st.update(security_fund_params)
 100             else st = SecurityFund.create(security_fund_params) end
 101             security.id_security_fund = st.id
 102             n << st.errors.full_messages.uniq
 103         end
 104
 105         if params[:security_metal]
 106             if params[:security_metal][:id].to_i > 0 then
 107                 st = SecurityMetal.find(params[:security_metal][:id])
 108                 st.update(security_metal_params)
 109             else st = SecurityMetal.create(security_metal_params) end
 110             security.id_security_metal = st.id
 111             n << st.errors.full_messages.uniq
 112         end
 113
 114         if params[:security_derivative]
 115             if params[:security_derivative][:id].to_i > 0 then
 116                 st = SecurityDerivative.find(params[:security_derivative][:id])
 117                 st.update(security_derivative_params)
 118             else st = SecurityDerivative.create(security_derivative_params) end
 119             security.id_security_derivative = st.id
 120             n << st.errors.full_messages.uniq
 121         end
 122
 123         if params[:security_index]
 124             if params[:security_index][:id].to_i > 0 then
 125                 st = SecurityIndex.find(params[:security_index][:id])
 126                 st.update(security_index_params)
 127             else st = SecurityIndex.create(security_index_params) end
 128             security.id_security_index = st.id
 129             n << st.errors.full_messages.uniq
 130         end
 131
 132         security.save
 133         n << security.errors.full_messages.uniq
 134
 135         redirect_to objects_security_index_path, :notice=>n.flatten.join(', ')
 136     end
 137
 138     ##
 139     # delete Security unless (!) important data is related to it
 140     # - basically delete is not possible if a Position exist (of any user)
 141     # - also "observations" block it, ie. a assigned Document or FigureData
 142     # - see the model to know what else is important
 143     # - unimportant records such as Quote will be removed along
 144     def destroy
 145         s = Security.find(params[:id])
 146         begin s.destroy
 147         rescue ActiveRecord::DeleteRestrictionError => errors
 148             flash[:alert] = errors.to_s
 149         end
 150
 151         redirect_to :action=>:index
 152     end
 153
 154     ##
 155     # export list of Securities as CSV data
 156     def export
 157         self.index
 158         respond_to do |format|
 159           format.html { redirect_to :action=>:index }
 160
 161           format.csv do
 162             typemodel_join_str = Security.types.map{ |t|
 163                 unless [:unknown, :cash].include?(t.to_sym) then
 164                     'LEFT OUTER JOIN security_%s ON security_%s.id=security.id_security_%s' % [t, t, t]
 165                 end
 166             }.compact.join(' ')
 167
 168             lines = ActiveRecord::Base.connection.exec_query(
 169                 'SELECT * FROM security %s' % typemodel_join_str
 170             ).to_hash
 171
 172             csvdata = CSV.generate(:return_headers=>true, :force_quotes=>true){ |csv|
 173                 csv.add_row(['name', 'type'] + lines.first.keys) # header with column names
 174                 lines.each do |l|
 175                     s = Security.find_by_symbol l['symbol']
 176                     csv.add_row( [s.to_s, s.type] + l.values )
 177                 end
 178             }
 179
 180             send_data(
 181                 csvdata,
 182                 :type => 'text/csv; charset=utf-8; header=present',
 183                 :disposition => 'attachment; filename=payments.csv'
 184             )
 185           end
 186         end
 187     end
 188
 189  protected
 190
 191     ##
 192     # internal helper defining parameters acceptable for Security create/update
 193     def security_params
 194         params.require(:security).permit(
 195           :symbol,
 196           :preferred_reaper, :preferred_reaper_locked,
 197           :id_organization, :brief, :description, :fetch_quote,
 198           :collateral_coverage_ratio,
 199           :time_trading_ceased, :trading_ceased_reason,
 200           :Bookmark_attributes=> [ :id, :name, :url, :rank ]
 201         )
 202     end
 203
 204     ##
 205     # internal helper defining parameters acceptable for Security Type model create/update
 206     def security_stock_params
 207         params.require(:security_stock).permit(
 208           :dividend, :time_dividend_exdate, :dividend_interval, :type, :comment
 209         )
 210     end
 211
 212     def security_bond_params
 213         params.require(:security_bond).permit(
 214           :type, :currency, :denomination, :issue_size,
 215           :is_subordinated, :is_callable, :is_stepup, :is_stepdown,
 216           :coupon, :coupon_interval, :interest_method, :time_first_coupon, :time_last_coupon,
 217           :time_maturity, :redemption_price, :redemption_installments, :redemption_interval,
 218           :time_issue, :time_first_call, :call_price, :call_interval, :call_notify_deadline,
 219           :comment
 220         )
 221     end
 222
 223     def security_fund_params
 224         params.require(:security_fund).permit(
 225           :type, :currency, :tranche, :time_inception, :time_fiscalyearend, :investment_minimum, :is_synthetic,
 226           :distribution, :time_distribution, :distribution_interval, :is_retaining_profits,
 227           :issue_surcharge, :management_fee, :redemption_fee, :redemption_period,
 228           :comment
 229         )
 230     end
 231
 232     def security_metal_params
 233         params.require(:security_metal).permit(
 234           :type, :unit, :comment
 235         )
 236     end
 237
 238     def security_derivative_params
 239         params.require(:security_derivative).permit(
 240           :type, :direction, :id_security_underlying, :time_inception, :time_end,
 241           :strike_price, :subscription_ratio, :is_leveraged, :is_dead, :comment
 242         )
 243     end
 244
 245     def security_index_params
 246         params.require(:security_index).permit(
 247           :comment
 248         )
 249     end
 250 end