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 'daemon_client'
  17
  18 ##
  19 # handles CRUD on Security records
  20 #
  21 # NOTE:
  22 # * this controller is called "Security" since the model is still Security. It
  23 #   will become "Security" when support for different types of paper is
  24 #   implemented (Bonds, Funds, Currency, ...).
  25 # * until then we talk to the user about "Securities" already
  26 #
  27 class Objects::SecurityController < ObjectsController
  28
  29     ##
  30     # List all Security records for editing.
  31     def index
  32         super
  33         session[:objects_security_organization] = params[:id_organization] if params[:id_organization]
  34         @id_organization = session[:objects_security_organization] || Smr::ID_UNIVERSE_ORGANIZATION
  35
  36         @securities, @total_pages = smr_paginate(
  37             @page=smr_page,
  38             Security.where(:id_organization=>@id_organization).all.to_a.sort
  39         )
  40         @organizations = Organization.all.order(:name).to_a
  41         @symbolextensions = SecuritySymbolextension.all.order(:extension).to_a
  42         @symbolextensions.insert(0, SecuritySymbolextension.new(:extension=>'', :fullname=>'<None>', :id=>0))
  43         @quotesources = SecurityQuotesource.all.order(:source).to_a
  44     end
  45
  46     ##
  47     # defines empty Security to create() a new one
  48     def new
  49         self.index
  50         @security = Security.new
  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         #daemon = begin Smr::DaemonClient.new rescue false end
  62
  63         @security = Security.find(params[:id])
  64         @security_type = @security.get_type
  65         #if @security.fetch_quote and daemon then
  66         #    daemon = Smr::DaemonClient.new
  67         #    @quote_retrieval_status = daemon.status_security(@security.id)
  68         #end
  69         render :index
  70     end
  71
  72     ##
  73     # handles creates and updates
  74     def create
  75         n = Array.new
  76         if params[:security]
  77             if params[:security][:id_security_symbolextension].to_i == 0 then
  78                 params[:security][:id_security_symbolextension] = nil
  79             end
  80
  81             if params[:security][:id].to_i > 0 then
  82                 s = Security.find(params[:security][:id])
  83                 s.update(security_params)
  84             else s = Security.create(security_params) end
  85             n << s.errors.full_messages.uniq
  86         end
  87
  88         if params[:security_stock]
  89             if params[:security_stock][:id].to_i > 0 then
  90                 st = SecurityStock.find(params[:security_stock][:id])
  91                 st.update(security_stock_params)
  92             else st = SecurityStock.create(security_stock_params) end
  93             n << st.errors.full_messages.uniq
  94         end
  95
  96         if params[:security_bond]
  97             if params[:security_bond][:id].to_i > 0 then
  98                 st = SecurityBond.find(params[:security_bond][:id])
  99                 st.update(security_bond_params)
 100             else st = SecurityBond.create(security_bond_params) end
 101             n << st.errors.full_messages.uniq
 102         end
 103
 104         if params[:security_fund]
 105             if params[:security_fund][:id].to_i > 0 then
 106                 st = SecurityFund.find(params[:security_fund][:id])
 107                 st.update(security_fund_params)
 108             else st = SecurityFund.create(security_fund_params) end
 109             n << st.errors.full_messages.uniq
 110         end
 111
 112         redirect_to objects_security_index_path, :notice=>n.flatten.join(', ')
 113     end
 114
 115  protected
 116
 117     ##
 118     # internal helper defining parameters acceptable for Security create/update
 119     def security_params
 120         params.require(:security).permit(
 121           :symbol, :id_security_symbolextension, :id_security_quotesource,
 122           :id_organization, :url, :brief, :description, :fetch_quote, :type,
 123           :collateral_coverage_ratio
 124         )
 125     end
 126
 127     ##
 128     # internal helper defining parameters acceptable for Security Type model create/update
 129     def security_stock_params
 130         params.require(:security_stock).permit(
 131           :id_security, :dividend, :time_dividend_exdate, :dividend_interval, :type, :comment
 132         )
 133     end
 134
 135     def security_bond_params
 136         params.require(:security_bond).permit(
 137           :id_security,
 138           :type, :currency, :denomination, :is_subordinated, :is_callable, :is_stepup, :is_stepdown,
 139           :coupon, :coupon_interval, :interest_method, :time_first_coupon, :time_last_coupon,
 140           :time_maturity, :redemption_price, :redemption_installments, :redemption_interval,
 141           :comment
 142         )
 143     end
 144
 145     def security_fund_params
 146         params.require(:security_fund).permit(
 147           :id_security,
 148           :type, :currency, :tranche, :time_inception, :time_fiscalyearend, :investment_minimum, :is_synthetic,
 149           :distribution, :time_distribution, :distribution_interval, :is_retaining_profits,
 150           :issue_surcharge, :management_fee, :redemption_fee, :redemption_period,
 151           :comment
 152         )
 153     end
 154
 155 end