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.