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adjusted the name getters
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@mnsrulz
mnsrulz committed Jan 9, 2025
1 parent 6c0b0da commit 52fb9b7
Showing 1 changed file with 82 additions and 26 deletions.
108 changes: 82 additions & 26 deletions src/components/OptionSpreadPricingWrapper.tsx
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Original file line number Diff line number Diff line change
Expand Up @@ -128,7 +128,7 @@ export const OptionSpreadPricingWrapper = (props: { yf: YahooOptionsResponse })
const id = nanoid();
const newStrategy = {
id: id,
name: `strategy-${id}`,
name: getFriendlyName(defaultStrategyLineItems, 'COLLAR'),
strategyType: 'COLLAR',
items: defaultStrategyLineItems,
hidden: false
Expand Down Expand Up @@ -162,10 +162,10 @@ export const OptionSpreadPricingWrapper = (props: { yf: YahooOptionsResponse })
<IconButton edge="end" aria-label="enabled" title='Clone' onClick={() => {
const cloned = JSON.parse(JSON.stringify(j));
cloned.id = nanoid();
setCurrentStrategyLineItem(cloned);
setCurrentStrategyLineItem(cloned);
setOpenAddNewStrategy(true);
}}>
<FileCopyIcon />
<FileCopyIcon />
</IconButton>
<IconButton edge="end" aria-label="enabled" title='Toggle visibility' onClick={() => handleVisibility(j.id, !j.hidden)}>
{j.hidden ? <VisibilityOffIcon /> : <VisibleIcon />}
Expand All @@ -188,6 +188,22 @@ export const OptionSpreadPricingWrapper = (props: { yf: YahooOptionsResponse })
</Paper>
}

const getFriendlyName = (newitems: LineItemModel[], strategy: string) => {
switch (strategy) {
case "COLLAR":
return (`COLLAR ${newitems[0].expiration} ${[newitems[0].strike, newitems[1].strike].sort((a, b) => a - b).join("/")}`);
case "CS":
return (`CALL SPREAD ${newitems[0].expiration} ${[newitems[0].strike, newitems[1].strike].sort((a, b) => a - b).join("/")}`);
case "PS":
return (`PUT SPREAD ${newitems[0].expiration} ${[newitems[0].strike, newitems[1].strike].sort((a, b) => a - b).join("/")}`);
case "SINGLE_LEG":
return (`${newitems[0].quantity} x ${newitems[0].type} ${newitems[0].mode} $${newitems[0].strike} ${newitems[0].expiration} `);
default:
break;
}

}


const buildCollar = (yf: YahooOptionsResponse) => {
const e = `${yf.options[0].expirationDate.toISOString().substring(0, 10)}`;
Expand All @@ -206,7 +222,7 @@ const buildCollar = (yf: YahooOptionsResponse) => {
}


const buildPCS = (yf: YahooOptionsResponse) => {
const buildPS = (yf: YahooOptionsResponse) => {
const e = `${yf.options[0].expirationDate.toISOString().substring(0, 10)}`;
const putSellOptionContract = yf.options[0].puts[Math.round(yf.options[0].puts.length / 2) + 1];
const putBuyOptionContract = yf.options[0].puts[Math.round(yf.options[0].puts.length / 2)];
Expand All @@ -222,7 +238,7 @@ const buildPCS = (yf: YahooOptionsResponse) => {
] as LineItemModel[]
}

const buildCCS = (yf: YahooOptionsResponse) => {
const buildCS = (yf: YahooOptionsResponse) => {
const e = `${yf.options[0].expirationDate.toISOString().substring(0, 10)}`;
const callSellOptionContract = yf.options[0].calls[Math.round(yf.options[0].calls.length / 2)]
const callBuyOptionContract = yf.options[0].calls[Math.round(yf.options[0].calls.length / 2) + 1]
Expand All @@ -248,6 +264,8 @@ const buildNLeg = (yf: YahooOptionsResponse, numberOfLegs: number) => {
} as LineItemModel))
}



type StraetgyBuilderCloseReason = 'cancel' | 'add';
const StrategyPopup = (props: { symbol: string, open: boolean, onClose: (reason: StraetgyBuilderCloseReason, value?: StrategyLineItem) => void, yf: YahooOptionsResponse, value: StrategyLineItem }) => {
const { onClose, yf } = props;
Expand All @@ -256,11 +274,11 @@ const StrategyPopup = (props: { symbol: string, open: boolean, onClose: (reason:
id: 'COLLAR',
label: 'COLLAR'
}, {
id: 'PCS',
label: 'PCS'
id: 'PS',
label: 'Put Spread'
}, {
id: 'CCS',
label: 'CCS'
id: 'CS',
label: 'Call Spread'
}, {
id: 'SINGLE_LEG',
label: 'SINGLE LEG'
Expand Down Expand Up @@ -290,13 +308,13 @@ const StrategyPopup = (props: { symbol: string, open: boolean, onClose: (reason:

switch (v) {
case 'COLLAR':
newLineItems = buildCollar(yf);
newLineItems = buildCollar(yf);
break;
case 'PCS':
newLineItems = buildPCS(yf);
case 'PS':
newLineItems = buildPS(yf);
break;
case 'CCS':
newLineItems = buildCCS(yf);
case 'CS':
newLineItems = buildCS(yf);
break;
case 'SINGLE_LEG':
newLineItems = buildNLeg(yf, 1);
Expand All @@ -311,18 +329,55 @@ const StrategyPopup = (props: { symbol: string, open: boolean, onClose: (reason:
newLineItems = buildNLeg(yf, 4);
break;
}
setName(getFriendlyName(newLineItems, v) || "");
setItems(newLineItems);
}
const onChangeItem = (value: LineItemModel) => {
setItems(v => v.map(j => j.id == value.id ? value : j))
const newitems = items.map(j => j.id == value.id ? value : j);
switch (strategy) {
case "COLLAR":
newitems.forEach(j => {
if (j.id == value.id) return value;
j.expiration = value.expiration;
j.quantity = value.quantity;
});

break;
case "CS":
newitems.forEach(j => {
if (j.id == value.id) return value;
j.expiration = value.expiration;
});
break;
case "PS":
newitems.forEach(j => {
if (j.id == value.id) return value;
j.expiration = value.expiration;
});
break;
default:
break;
}
setName(getFriendlyName(newitems, strategy) || name);
setItems(newitems);
}


const handleSave = () => {
for (const v of items) {
const contractSymbol = getContractSymbol(yf, v.strike, v.expiration, v.type)
if (!contractSymbol) throw new Error(`Error occurred`);
v.contractSymbol = contractSymbol;
}

// switch (strategy) {
// case "COLLAR":
// case "CS":
// case "PS":
// case default:

// }

props.value.name = name;
props.value.items = items;
props.value.strategyType = strategy;
Expand All @@ -346,12 +401,12 @@ const StrategyPopup = (props: { symbol: string, open: boolean, onClose: (reason:
</Select>
</FormControl>
<FormControl sx={{ flex: 1 }}>
<TextField fullWidth size='small' label="Name" value={name} onChange={(ev) => setName(ev.target.value)} />
<TextField fullWidth size='small' disabled={["COLLAR", "CS", "PS"].includes(strategy)} label="Name" value={name} onChange={(ev) => setName(ev.target.value)} />
</FormControl>
</Stack>
{
items.map(m => (
<StrategyBuilderLineItem key={m.id} item={m} yf={yf} onChange={onChangeItem} />))
<StrategyBuilderLineItem key={m.id} item={m} yf={yf} onChange={onChangeItem} strategy={strategy} />))
}
</Stack>
</DialogContent>
Expand All @@ -362,23 +417,30 @@ const StrategyPopup = (props: { symbol: string, open: boolean, onClose: (reason:
</Dialog>
}

const StrategyBuilderLineItem = (props: { item: LineItemModel, yf: YahooOptionsResponse, onChange: (value: LineItemModel) => void }) => {
const { item, yf, onChange } = props;
const StrategyBuilderLineItem = (props: { item: LineItemModel, yf: YahooOptionsResponse, onChange: (value: LineItemModel) => void, strategy: string }) => {
const { item, yf, onChange, strategy } = props;
const expirations = yf.expirationDates.map(j => `${j.toISOString().substring(0, 10)}`);
const avaialbleoptiosn = yf.options.find(x => x.expirationDate.toISOString().substring(0, 10) == item.expiration);
if (!avaialbleoptiosn) return <div>invalid data</div>

const { calls, puts } = avaialbleoptiosn;
const strikes = item.type == 'CALL' ? calls.map(j => j.strike) : puts.map(j => j.strike)


return <Box>
<Stack spacing={2} direction={'row'}>
<FormControl>
<InputLabel>{item.type.substring(0, 1)}</InputLabel>
<Select size='small' value={item.type} label="CP" onChange={(ev, v) => { item.type = (ev.target.value as 'CALL' | 'PUT'); onChange(item) }}>
<Select size='small' value={item.type} disabled={["COLLAR", "PS", "CS"].includes(strategy)} label="CP" onChange={(ev, v) => { item.type = (ev.target.value as 'CALL' | 'PUT'); onChange(item) }}>
{['CALL', 'PUT'].map(j => <MenuItem key={j} value={j}>{j.substring(0, 1)}</MenuItem>)}
</Select>
</FormControl>
<FormControl>
<InputLabel>{item.mode.substring(0, 1)}</InputLabel>
<Select size='small' value={item.mode} disabled={["COLLAR", "PS", "CS"].includes(strategy)} label="mode" onChange={(ev, v) => { item.mode = (ev.target.value as BuySell); onChange(item) }}>
{['BUY', 'SELL'].map(j => <MenuItem key={j} value={j}>{j.substring(0, 1)}</MenuItem>)}
</Select>
</FormControl>
<FormControl>
<InputLabel>Expiry</InputLabel>
<Select size='small' value={item.expiration} label="expiration" onChange={(ev, v) => { item.expiration = ev.target.value; onChange(item) }}>
Expand All @@ -391,12 +453,6 @@ const StrategyBuilderLineItem = (props: { item: LineItemModel, yf: YahooOptionsR
{strikes.map(j => <MenuItem key={j} value={j}>{j}</MenuItem>)}
</Select>
</FormControl>
<FormControl>
<InputLabel>{item.mode.substring(0, 1)}</InputLabel>
<Select size='small' value={item.mode} label="mode" onChange={(ev, v) => { item.mode = (ev.target.value as BuySell); onChange(item) }}>
{['BUY', 'SELL'].map(j => <MenuItem key={j} value={j}>{j.substring(0, 1)}</MenuItem>)}
</Select>
</FormControl>
<FormControl>
<InputLabel>Size</InputLabel>
<Select size='small' value={item.quantity} label="Size" onChange={(ev, v) => { item.quantity = (Number(ev.target.value)); onChange(item) }}>
Expand Down

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