diff --git a/lib/tradex/instruments.ex b/lib/tradex/instruments.ex new file mode 100644 index 0000000..39770a2 --- /dev/null +++ b/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 diff --git a/lib/tradex/instruments/historical_quote.ex b/lib/tradex/instruments/historical_quote.ex new file mode 100644 index 0000000..26daf0e --- /dev/null +++ b/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 diff --git a/lib/tradex/instruments/security.ex b/lib/tradex/instruments/security.ex new file mode 100644 index 0000000..ea0fca3 --- /dev/null +++ b/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 diff --git a/lib/tradex_web/controllers/security_controller.ex b/lib/tradex_web/controllers/security_controller.ex new file mode 100644 index 0000000..ba17aa8 --- /dev/null +++ b/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 diff --git a/lib/tradex_web/controllers/security_html.ex b/lib/tradex_web/controllers/security_html.ex new file mode 100644 index 0000000..0502649 --- /dev/null +++ b/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 diff --git a/lib/tradex_web/controllers/security_html/edit.html.heex b/lib/tradex_web/controllers/security_html/edit.html.heex new file mode 100644 index 0000000..bfdc5e5 --- /dev/null +++ b/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. + + +<.security_form changeset={@changeset} action={~p"/securities/#{@security}"} /> + +<.back navigate={~p"/securities"}>Back to securities diff --git a/lib/tradex_web/controllers/security_html/index.html.heex b/lib/tradex_web/controllers/security_html/index.html.heex new file mode 100644 index 0000000..72ee1b8 --- /dev/null +++ b/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 + + + + +<.table id="securities" rows={@securities} row_click={&JS.navigate(~p"/securities/#{&1}")}> + <:col :let={security} label="Name">{security.name} + <:col :let={security} label="Ticker">{security.ticker} + <:col :let={security} label="Wkn">{security.wkn} + <:col :let={security} label="Isin">{security.isin} + <:col :let={security} label="Expiration date">{security.expiration_date} + <:col :let={security} label="Strike price">{security.strike_price} + <:action :let={security}> +
+ <.link navigate={~p"/securities/#{security}"}>Show +
+ <.link navigate={~p"/securities/#{security}/edit"}>Edit + + <:action :let={security}> + <.link href={~p"/securities/#{security}"} method="delete" data-confirm="Are you sure?"> + Delete + + + diff --git a/lib/tradex_web/controllers/security_html/new.html.heex b/lib/tradex_web/controllers/security_html/new.html.heex new file mode 100644 index 0000000..2e57255 --- /dev/null +++ b/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. + + +<.security_form changeset={@changeset} action={~p"/securities"} /> + +<.back navigate={~p"/securities"}>Back to securities diff --git a/lib/tradex_web/controllers/security_html/security_form.html.heex b/lib/tradex_web/controllers/security_html/security_form.html.heex new file mode 100644 index 0000000..570dbad --- /dev/null +++ b/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. + + <.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 + + diff --git a/lib/tradex_web/controllers/security_html/show.html.heex b/lib/tradex_web/controllers/security_html/show.html.heex new file mode 100644 index 0000000..83512de --- /dev/null +++ b/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. + <:actions> + <.link href={~p"/securities/#{@security}/edit"}> + <.button>Edit security + + + + +<.list> + <:item title="Name">{@security.name} + <:item title="Ticker">{@security.ticker} + <:item title="Wkn">{@security.wkn} + <:item title="Isin">{@security.isin} + <:item title="Expiration date">{@security.expiration_date} + <:item title="Strike price">{@security.strike_price} + + +<.back navigate={~p"/securities"}>Back to securities diff --git a/lib/tradex_web/router.ex b/lib/tradex_web/router.ex index 1d8dd79..9e1974c 100644 --- a/lib/tradex_web/router.ex +++ b/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. diff --git a/priv/repo/migrations/20250127154056_add_securities_table.exs b/priv/repo/migrations/20250128134037_create_securities.exs similarity index 70% rename from priv/repo/migrations/20250127154056_add_securities_table.exs rename to priv/repo/migrations/20250128134037_create_securities.exs index a2dca71..3bf03b5 100644 --- a/priv/repo/migrations/20250127154056_add_securities_table.exs +++ b/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 diff --git a/priv/repo/migrations/20250128102025_add_historical_quotes_table.exs b/priv/repo/migrations/20250128142025_add_historical_quotes_table.exs similarity index 100% rename from priv/repo/migrations/20250128102025_add_historical_quotes_table.exs rename to priv/repo/migrations/20250128142025_add_historical_quotes_table.exs diff --git a/test/support/fixtures/instruments_fixtures.ex b/test/support/fixtures/instruments_fixtures.ex new file mode 100644 index 0000000..6778e83 --- /dev/null +++ b/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 diff --git a/test/tradex/instruments_test.exs b/test/tradex/instruments_test.exs new file mode 100644 index 0000000..68a1b93 --- /dev/null +++ b/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 diff --git a/test/tradex_web/controllers/security_controller_test.exs b/test/tradex_web/controllers/security_controller_test.exs new file mode 100644 index 0000000..dc31461 --- /dev/null +++ b/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