Refactor and add securities controller

lib/tradex/instruments.ex

@@ -0,0 +1,104 @@
+defmodule Tradex.Instruments do
+  @moduledoc """
+  The Instruments context.
+  """
+
+  import Ecto.Query, warn: false
+
+  alias Tradex.Instruments.Security
+  alias Tradex.Repo
+
+  @doc """
+  Returns the list of securities.
+
+  ## Examples
+
+      iex> list_securities()
+      [%Security{}, ...]
+
+  """
+  def list_securities do
+    Repo.all(Security)
+  end
+
+  @doc """
+  Gets a single security.
+
+  Raises `Ecto.NoResultsError` if the Security does not exist.
+
+  ## Examples
+
+      iex> get_security!(123)
+      %Security{}
+
+      iex> get_security!(456)
+      ** (Ecto.NoResultsError)
+
+  """
+  def get_security!(id), do: Repo.get!(Security, id)
+
+  @doc """
+  Creates a security.
+
+  ## Examples
+
+      iex> create_security(%{field: value})
+      {:ok, %Security{}}
+
+      iex> create_security(%{field: bad_value})
+      {:error, %Ecto.Changeset{}}
+
+  """
+  def create_security(attrs \\ %{}) do
+    %Security{}
+    |> Security.changeset(attrs)
+    |> Repo.insert()
+  end
+
+  @doc """
+  Updates a security.
+
+  ## Examples
+
+      iex> update_security(security, %{field: new_value})
+      {:ok, %Security{}}
+
+      iex> update_security(security, %{field: bad_value})
+      {:error, %Ecto.Changeset{}}
+
+  """
+  def update_security(%Security{} = security, attrs) do
+    security
+    |> Security.changeset(attrs)
+    |> Repo.update()
+  end
+
+  @doc """
+  Deletes a security.
+
+  ## Examples
+
+      iex> delete_security(security)
+      {:ok, %Security{}}
+
+      iex> delete_security(security)
+      {:error, %Ecto.Changeset{}}
+
+  """
+  def delete_security(%Security{} = security) do
+    Repo.delete(security)
+  end
+
+  @doc """
+  Returns an `%Ecto.Changeset{}` for tracking security changes.
+
+  ## Examples
+
+      iex> change_security(security)
+      %Ecto.Changeset{data: %Security{}}
+
+  """
+  def change_security(%Security{} = security, attrs \\ %{}) do
+    Security.changeset(security, attrs)
+  end
+end

lib/tradex/instruments/historical_quote.ex

@@ -0,0 +1,18 @@
+defmodule Tradex.Instruments.HistoricalQuote do
+  @moduledoc false
+  use Tradex.Schema
+
+  schema "historical_quotes" do
+    field :date, :date
+    field :open, :decimal
+    field :high, :decimal
+    field :low, :decimal
+    field :close, :decimal
+    field :adj_close, :decimal
+    field :volume, :integer
+
+    belongs_to :security, Tradex.Instruments.Security
+
+    timestamps(type: :utc_datetime)
+  end
+end

lib/tradex/instruments/security.ex

@@ -0,0 +1,24 @@
+defmodule Tradex.Instruments.Security do
+  @moduledoc false
+  use Tradex.Schema
+
+  import Ecto.Changeset
+
+  schema "securities" do
+    field :name, :string
+    field :ticker, :string
+    field :wkn, :string
+    field :isin, :string
+    field :expiration_date, :date
+    field :strike_price, :decimal
+
+    timestamps(type: :utc_datetime)
+  end
+
+  @doc false
+  def changeset(security, attrs) do
+    security
+    |> cast(attrs, [:name, :ticker, :wkn, :isin, :expiration_date, :strike_price])
+    |> validate_required([:name, :ticker, :wkn, :isin, :expiration_date, :strike_price])
+  end
+end

lib/tradex_web/controllers/security_controller.ex

@@ -0,0 +1,62 @@
+defmodule TradexWeb.SecurityController do
+  use TradexWeb, :controller
+
+  alias Tradex.Instruments
+  alias Tradex.Instruments.Security
+
+  def index(conn, _params) do
+    securities = Instruments.list_securities()
+    render(conn, :index, securities: securities)
+  end
+
+  def new(conn, _params) do
+    changeset = Instruments.change_security(%Security{})
+    render(conn, :new, changeset: changeset)
+  end
+
+  def create(conn, %{"security" => security_params}) do
+    case Instruments.create_security(security_params) do
+      {:ok, security} ->
+        conn
+        |> put_flash(:info, "Security created successfully.")
+        |> redirect(to: ~p"/securities/#{security}")
+
+      {:error, %Ecto.Changeset{} = changeset} ->
+        render(conn, :new, changeset: changeset)
+    end
+  end
+
+  def show(conn, %{"id" => id}) do
+    security = Instruments.get_security!(id)
+    render(conn, :show, security: security)
+  end
+
+  def edit(conn, %{"id" => id}) do
+    security = Instruments.get_security!(id)
+    changeset = Instruments.change_security(security)
+    render(conn, :edit, security: security, changeset: changeset)
+  end
+
+  def update(conn, %{"id" => id, "security" => security_params}) do
+    security = Instruments.get_security!(id)
+
+    case Instruments.update_security(security, security_params) do
+      {:ok, security} ->
+        conn
+        |> put_flash(:info, "Security updated successfully.")
+        |> redirect(to: ~p"/securities/#{security}")
+
+      {:error, %Ecto.Changeset{} = changeset} ->
+        render(conn, :edit, security: security, changeset: changeset)
+    end
+  end
+
+  def delete(conn, %{"id" => id}) do
+    security = Instruments.get_security!(id)
+    {:ok, _security} = Instruments.delete_security(security)
+
+    conn
+    |> put_flash(:info, "Security deleted successfully.")
+    |> redirect(to: ~p"/securities")
+  end
+end

lib/tradex_web/controllers/security_html.ex

@@ -0,0 +1,13 @@
+defmodule TradexWeb.SecurityHTML do
+  use TradexWeb, :html
+
+  embed_templates "security_html/*"
+
+  @doc """
+  Renders a security form.
+  """
+  attr :changeset, Ecto.Changeset, required: true
+  attr :action, :string, required: true
+
+  def security_form(assigns)
+end

lib/tradex_web/controllers/security_html/edit.html.heex

@@ -0,0 +1,8 @@
+<.header>
+  Edit Security {@security.id}
+  <:subtitle>Use this form to manage security records in your database.</:subtitle>
+</.header>
+
+<.security_form changeset={@changeset} action={~p"/securities/#{@security}"} />
+
+<.back navigate={~p"/securities"}>Back to securities</.back>

lib/tradex_web/controllers/security_html/index.html.heex

@@ -0,0 +1,28 @@
+<.header>
+  Listing Securities
+  <:actions>
+    <.link href={~p"/securities/new"}>
+      <.button>New Security</.button>
+    </.link>
+  </:actions>
+</.header>
+
+<.table id="securities" rows={@securities} row_click={&JS.navigate(~p"/securities/#{&1}")}>
+  <:col :let={security} label="Name">{security.name}</:col>
+  <:col :let={security} label="Ticker">{security.ticker}</:col>
+  <:col :let={security} label="Wkn">{security.wkn}</:col>
+  <:col :let={security} label="Isin">{security.isin}</:col>
+  <:col :let={security} label="Expiration date">{security.expiration_date}</:col>
+  <:col :let={security} label="Strike price">{security.strike_price}</:col>
+  <:action :let={security}>
+    <div class="sr-only">
+      <.link navigate={~p"/securities/#{security}"}>Show</.link>
+    </div>
+    <.link navigate={~p"/securities/#{security}/edit"}>Edit</.link>
+  </:action>
+  <:action :let={security}>
+    <.link href={~p"/securities/#{security}"} method="delete" data-confirm="Are you sure?">
+      Delete
+    </.link>
+  </:action>
+</.table>

lib/tradex_web/controllers/security_html/new.html.heex

@@ -0,0 +1,8 @@
+<.header>
+  New Security
+  <:subtitle>Use this form to manage security records in your database.</:subtitle>
+</.header>
+
+<.security_form changeset={@changeset} action={~p"/securities"} />
+
+<.back navigate={~p"/securities"}>Back to securities</.back>

lib/tradex_web/controllers/security_html/security_form.html.heex

@@ -0,0 +1,14 @@
+<.simple_form :let={f} for={@changeset} action={@action}>
+  <.error :if={@changeset.action}>
+    Oops, something went wrong! Please check the errors below.
+  </.error>
+  <.input field={f[:name]} type="text" label="Name" />
+  <.input field={f[:ticker]} type="text" label="Ticker" />
+  <.input field={f[:wkn]} type="text" label="Wkn" />
+  <.input field={f[:isin]} type="text" label="Isin" />
+  <.input field={f[:expiration_date]} type="date" label="Expiration date" />
+  <.input field={f[:strike_price]} type="number" label="Strike price" step="any" />
+  <:actions>
+    <.button>Save Security</.button>
+  </:actions>
+</.simple_form>

lib/tradex_web/controllers/security_html/show.html.heex

@@ -0,0 +1,20 @@
+<.header>
+  Security {@security.id}
+  <:subtitle>This is a security record from your database.</:subtitle>
+  <:actions>
+    <.link href={~p"/securities/#{@security}/edit"}>
+      <.button>Edit security</.button>
+    </.link>
+  </:actions>
+</.header>
+
+<.list>
+  <:item title="Name">{@security.name}</:item>
+  <:item title="Ticker">{@security.ticker}</:item>
+  <:item title="Wkn">{@security.wkn}</:item>
+  <:item title="Isin">{@security.isin}</:item>
+  <:item title="Expiration date">{@security.expiration_date}</:item>
+  <:item title="Strike price">{@security.strike_price}</:item>
+</.list>
+
+<.back navigate={~p"/securities"}>Back to securities</.back>

lib/tradex_web/router.ex

@@ -22,6 +22,7 @@ defmodule TradexWeb.Router do
     pipe_through :browser
 
     get "/", PageController, :home
+    resources "/securities", SecurityController
   end
 
   # Other scopes may use custom stacks.

priv/repo/migrations/20250128134037_create_securities.exs

@@ -1,10 +1,10 @@
-defmodule Tradex.Repo.Migrations.AddSecuritiesTable do
+defmodule Tradex.Repo.Migrations.CreateSecurities do
   use Ecto.Migration
 
   def change do
     create table(:securities, primary_key: false) do
       add :id, :binary_id, primary_key: true
-      add :name, :string, null: false
+      add :name, :string
       add :ticker, :string
       add :wkn, :string
       add :isin, :string
@@ -13,7 +13,5 @@ defmodule Tradex.Repo.Migrations.AddSecuritiesTable do
 
       timestamps(type: :utc_datetime)
     end
-
-    create unique_index(:securities, [:name])
   end
 end

test/support/fixtures/instruments_fixtures.ex

@@ -0,0 +1,25 @@
+defmodule Tradex.InstrumentsFixtures do
+  @moduledoc """
+  This module defines test helpers for creating
+  entities via the `Tradex.Instruments` context.
+  """
+
+  @doc """
+  Generate a security.
+  """
+  def security_fixture(attrs \\ %{}) do
+    {:ok, security} =
+      attrs
+      |> Enum.into(%{
+        expiration_date: ~D[2025-01-27],
+        isin: "some isin",
+        name: "some name",
+        strike_price: "120.5",
+        ticker: "some ticker",
+        wkn: "some wkn"
+      })
+      |> Tradex.Instruments.create_security()
+
+    security
+  end
+end

test/tradex/instruments_test.exs

@@ -0,0 +1,84 @@
+defmodule Tradex.InstrumentsTest do
+  use Tradex.DataCase
+
+  alias Tradex.Instruments
+
+  describe "securities" do
+    import Tradex.InstrumentsFixtures
+
+    alias Tradex.Instruments.Security
+
+    @invalid_attrs %{name: nil, ticker: nil, wkn: nil, isin: nil, expiration_date: nil, strike_price: nil}
+
+    test "list_securities/0 returns all securities" do
+      security = security_fixture()
+      assert Instruments.list_securities() == [security]
+    end
+
+    test "get_security!/1 returns the security with given id" do
+      security = security_fixture()
+      assert Instruments.get_security!(security.id) == security
+    end
+
+    test "create_security/1 with valid data creates a security" do
+      valid_attrs = %{
+        name: "some name",
+        ticker: "some ticker",
+        wkn: "some wkn",
+        isin: "some isin",
+        expiration_date: ~D[2025-01-27],
+        strike_price: "120.5"
+      }
+
+      assert {:ok, %Security{} = security} = Instruments.create_security(valid_attrs)
+      assert security.name == "some name"
+      assert security.ticker == "some ticker"
+      assert security.wkn == "some wkn"
+      assert security.isin == "some isin"
+      assert security.expiration_date == ~D[2025-01-27]
+      assert security.strike_price == Decimal.new("120.5")
+    end
+
+    test "create_security/1 with invalid data returns error changeset" do
+      assert {:error, %Ecto.Changeset{}} = Instruments.create_security(@invalid_attrs)
+    end
+
+    test "update_security/2 with valid data updates the security" do
+      security = security_fixture()
+
+      update_attrs = %{
+        name: "some updated name",
+        ticker: "some updated ticker",
+        wkn: "some updated wkn",
+        isin: "some updated isin",
+        expiration_date: ~D[2025-01-28],
+        strike_price: "456.7"
+      }
+
+      assert {:ok, %Security{} = security} = Instruments.update_security(security, update_attrs)
+      assert security.name == "some updated name"
+      assert security.ticker == "some updated ticker"
+      assert security.wkn == "some updated wkn"
+      assert security.isin == "some updated isin"
+      assert security.expiration_date == ~D[2025-01-28]
+      assert security.strike_price == Decimal.new("456.7")
+    end
+
+    test "update_security/2 with invalid data returns error changeset" do
+      security = security_fixture()
+      assert {:error, %Ecto.Changeset{}} = Instruments.update_security(security, @invalid_attrs)
+      assert security == Instruments.get_security!(security.id)
+    end
+
+    test "delete_security/1 deletes the security" do
+      security = security_fixture()
+      assert {:ok, %Security{}} = Instruments.delete_security(security)
+      assert_raise Ecto.NoResultsError, fn -> Instruments.get_security!(security.id) end
+    end
+
+    test "change_security/1 returns a security changeset" do
+      security = security_fixture()
+      assert %Ecto.Changeset{} = Instruments.change_security(security)
+    end
+  end
+end

test/tradex_web/controllers/security_controller_test.exs

@@ -0,0 +1,98 @@
+defmodule TradexWeb.SecurityControllerTest do
+  use TradexWeb.ConnCase
+
+  import Tradex.InstrumentsFixtures
+
+  @create_attrs %{
+    name: "some name",
+    ticker: "some ticker",
+    wkn: "some wkn",
+    isin: "some isin",
+    expiration_date: ~D[2025-01-27],
+    strike_price: "120.5"
+  }
+  @update_attrs %{
+    name: "some updated name",
+    ticker: "some updated ticker",
+    wkn: "some updated wkn",
+    isin: "some updated isin",
+    expiration_date: ~D[2025-01-28],
+    strike_price: "456.7"
+  }
+  @invalid_attrs %{name: nil, ticker: nil, wkn: nil, isin: nil, expiration_date: nil, strike_price: nil}
+
+  describe "index" do
+    test "lists all securities", %{conn: conn} do
+      conn = get(conn, ~p"/securities")
+      assert html_response(conn, 200) =~ "Listing Securities"
+    end
+  end
+
+  describe "new security" do
+    test "renders form", %{conn: conn} do
+      conn = get(conn, ~p"/securities/new")
+      assert html_response(conn, 200) =~ "New Security"
+    end
+  end
+
+  describe "create security" do
+    test "redirects to show when data is valid", %{conn: conn} do
+      conn = post(conn, ~p"/securities", security: @create_attrs)
+
+      assert %{id: id} = redirected_params(conn)
+      assert redirected_to(conn) == ~p"/securities/#{id}"
+
+      conn = get(conn, ~p"/securities/#{id}")
+      assert html_response(conn, 200) =~ "Security #{id}"
+    end
+
+    test "renders errors when data is invalid", %{conn: conn} do
+      conn = post(conn, ~p"/securities", security: @invalid_attrs)
+      assert html_response(conn, 200) =~ "New Security"
+    end
+  end
+
+  describe "edit security" do
+    setup [:create_security]
+
+    test "renders form for editing chosen security", %{conn: conn, security: security} do
+      conn = get(conn, ~p"/securities/#{security}/edit")
+      assert html_response(conn, 200) =~ "Edit Security"
+    end
+  end
+
+  describe "update security" do
+    setup [:create_security]
+
+    test "redirects when data is valid", %{conn: conn, security: security} do
+      conn = put(conn, ~p"/securities/#{security}", security: @update_attrs)
+      assert redirected_to(conn) == ~p"/securities/#{security}"
+
+      conn = get(conn, ~p"/securities/#{security}")
+      assert html_response(conn, 200) =~ "some updated name"
+    end
+
+    test "renders errors when data is invalid", %{conn: conn, security: security} do
+      conn = put(conn, ~p"/securities/#{security}", security: @invalid_attrs)
+      assert html_response(conn, 200) =~ "Edit Security"
+    end
+  end
+
+  describe "delete security" do
+    setup [:create_security]
+
+    test "deletes chosen security", %{conn: conn, security: security} do
+      conn = delete(conn, ~p"/securities/#{security}")
+      assert redirected_to(conn) == ~p"/securities"
+
+      assert_error_sent 404, fn ->
+        get(conn, ~p"/securities/#{security}")
+      end
+    end
+  end
+
+  defp create_security(_) do
+    security = security_fixture()
+    %{security: security}
+  end
+end