wip

app/Http/Controllers/PortfolioController.php

@@ -27,6 +27,6 @@ class PortfolioController extends Controller
         $portfolio->realizedGainLoss = rand(-200, 3999);
         $portfolio->dividendsEarned = rand(-200, 3999);
 
-        return view('portfolio.show', compact('portfolio'));
+        return view('portfolio.show', compact(['portfolio']));
     }
 }

app/Http/Controllers/TransactionController.php

@@ -0,0 +1,19 @@
+<?php
+
+namespace App\Http\Controllers;
+
+use App\Models\Portfolio;
+use App\Models\Transaction;
+
+class TransactionController extends Controller
+{
+
+    /**
+     * Display the specified resource.
+     */
+    public function index()
+    {
+
+        return view('transaction.index');
+    }
+}

app/Models/DailyChange.php

@@ -63,4 +63,9 @@ class DailyChange extends Model
         return $query->where('user_id', auth()->user()->id);
     }
 
+    public function portfolio()
+    {
+        return $this->belongsTo(Portfolio::class);
+    }
+
 }

app/Models/Portfolio.php

@@ -56,7 +56,7 @@ class Portfolio extends Model
      *
      * @var array
      */
-    protected $with = ['users'];
+    protected $with = ['users', 'transactions'];
 
     /**
      * The attributes that should be appended.
@@ -70,15 +70,20 @@ class Portfolio extends Model
         return $this->belongsToMany(User::class)->withPivot('owner');
     }
 
-    // public function holdings()
+    public function holdings()
-    // {
+    {
-    //     return $this->hasMany(Holding::class, 'portfolio_id', 'id');
+        return $this->hasMany(Holding::class, 'portfolio_id', 'id');
-    // }
+    }
 
-    // public function transactions()
+    public function transactions()
-    // {
+    {
-    //     return $this->hasMany(Transaction::class);
+        return $this->hasMany(Transaction::class);
-    // }
+    }
+
+    public function daily_change()
+    {
+        return $this->hasMany(DailyChange::class);
+    }
 
     public function scopeMyPortfolios()
     {

app/Models/Transaction.php

@@ -4,11 +4,13 @@ namespace App\Models;
 
 use App\Models\MarketData;
 use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Concerns\HasUuids;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 
 class Transaction extends Model
 {
     use HasFactory;
+    use HasUuids;
 
     /**
      * The attributes that are mass assignable.
@@ -53,33 +55,44 @@ class Transaction extends Model
     {
         parent::boot();
 
-        static::saved(function ($model) {
+        static::saving(function ($transaction) {
 
-            static::syncHolding($model);
+            // if sale, move cost basis to sale price 
+            if ($transaction->transaction_type == 'SELL') {
+
+                $transaction->sale_price = $transaction->cost_basis;
+                $transaction->cost_basis = $transaction->holding->average_cost_basis ?? $transaction->cost_basis;
+            }
         });
 
-        static::deleted(function ($model) {
+        static::saved(function ($transaction) {
-            static::syncHolding($model);
+
+            // static::syncHolding($transaction);
+        });
+
+        static::deleted(function ($transaction) {
+
+            // static::syncHolding($transaction);
         });
     }
 
-    public static function syncHolding($model) {
+    public static function syncHolding($transaction) {
         // get the holding for a symbol and portfolio (or create one)
         $holding = Holding::firstOrNew([
-            'portfolio_id' => $model->portfolio_id,
+            'portfolio_id' => $transaction->portfolio_id,
-            'symbol' => $model->symbol
+            'symbol' => $transaction->symbol
         ], [
-            'portfolio_id' => $model->portfolio_id,
+            'portfolio_id' => $transaction->portfolio_id,
-            'symbol' => $model->symbol,
+            'symbol' => $transaction->symbol,
-            'quantity' => $model->quantity,
+            'quantity' => $transaction->quantity,
-            'average_cost_basis' => $model->cost_basis,
+            'average_cost_basis' => $transaction->cost_basis,
-            'total_cost_basis' => $model->quantity * $model->cost_basis,
+            'total_cost_basis' => $transaction->quantity * $transaction->cost_basis,
         ]);
 
         // pull existing transaction data
         $query = self::where([
-            'portfolio_id' => $model->portfolio_id,
+            'portfolio_id' => $transaction->portfolio_id,
-            'symbol' => $model->symbol,
+            'symbol' => $transaction->symbol,
         ])->selectRaw('SUM(CASE WHEN transaction_type = "BUY" THEN quantity ELSE 0 END) AS `qty_purchases`')
         ->selectRaw('SUM(CASE WHEN transaction_type = "SELL" THEN quantity ELSE 0 END) AS `qty_sales`')
         ->selectRaw('SUM(CASE WHEN transaction_type = "BUY" THEN (quantity * cost_basis) ELSE 0 END) AS `cost_basis`')
@@ -102,10 +115,10 @@ class Transaction extends Model
         $holding->save();
 
         // load market data while we're here
-        $model->refreshMarketData();
+        $transaction->refreshMarketData();
 
         // sync dividends to holding
-        $model->syncDividendsToHolding();
+        $transaction->syncDividendsToHolding();
     }
 
     public function setSymbolAttribute($value) 

resources/views/components/confirmation-modal.blade.php

@@ -1,7 +1,7 @@
 @props(['id' => null, 'maxWidth' => null])
 
 <x-modal :id="$id" :maxWidth="$maxWidth" {{ $attributes }}>
-    <div class="px-4 pt-5 pb-4 sm:p-6 sm:pb-4">
+    <div class="p-4">
         <div class="sm:flex sm:items-start">
             <div class="mx-auto shrink-0 flex items-center justify-center h-12 w-12 rounded-full bg-red-100 sm:mx-0 sm:h-10 sm:w-10">
                 <svg class="h-6 w-6 text-red-600 dark:text-red-400" xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor">

resources/views/components/ib-flex-spacer.blade.php

@@ -0,0 +1 @@
+<div class="grow"></div>

resources/views/components/ib-modal.blade.php

@@ -0,0 +1,43 @@
+@props([
+    'key' => 'modal',
+    'showClose' => true,
+    'closeOnEscape' => true,
+    'title' => null,
+    'subtitle' => null
+])
+
+<div 
+    x-data="{ open: false }"
+    x-on:toggle-{{ $key }}.window="open = !open"
+    class="relative z-50 w-auto h-auto"
+    @if($closeOnEscape)
+        @keydown.window.escape="open = false"
+    @endif
+>
+    <template x-teleport="body">
+        <div x-transition.opacity x-show="open" class="fixed top-0 left-0 z-[99] flex items-center justify-center w-full h-full" x-cloak>
+            <div 
+                @click="open=false" 
+                class="absolute inset-0 w-full h-full bg-black bg-opacity-40"
+            ></div>
+
+            <x-card     
+                x-trap.inert.noscroll="open"
+                :title="$title"
+                :subtitle="$subtitle"
+                {{ $attributes->merge(['class' => 'relative transform overflow-hidden rounded-md ext-left shadow-xl w-full sm:w-2/3 lg:w-1/3 m-2 sm:m-0']) }} 
+            >
+                @if ($showClose)
+                    <x-button 
+                        icon="o-x-mark" 
+                        class="absolute top-4 right-4 btn-ghost btn-circle btn-sm" 
+                        @click="open = false" 
+                    />
+                @endif
+
+                {{ $slot }}
+
+            </x-card>
+        </div>
+    </template>
+</div>

resources/views/components/partials/side-bar.blade.php

@@ -1,23 +1,23 @@
 <x-menu activate-by-route>
 
-    <x-menu-item title="{{ __('Dashboard') }}" icon="o-home" link="{{ @route('dashboard') }}" />
+    <x-menu-item title="{{ __('Dashboard') }}" icon="o-home" link="{{ route('dashboard') }}" />
     <x-menu-sub title="{{ __('Portfolios') }}" icon="o-document-duplicate">
         @foreach (auth()->user()->portfolios as $portfolio)
-        <x-menu-item  icon="o-document" link="{{ route('portfolio.show', ['portfolio' => $portfolio->id ]) }}" exact>
+        <x-menu-item  icon="o-document" link="{{ route('portfolio.show', ['portfolio' => $portfolio->id ]) }}" >
             <x-slot:title> 
                 {{ $portfolio->title }} 
                 @if($portfolio->wishlist)
-                <x-badge value="{{ __('Wishlist') }}" class="badge-primary badge-sm ml-2" />
+                <x-badge value="{{ __('Wishlist') }}" class="badge-secondary badge-sm ml-2" />
                 @endif
             </x-slot:title>
             
         </x-menu-item>
         @endforeach
 
-        <x-menu-item title="{{ __('Create Portfolio') }}" icon="o-document-plus" link="{{ @route('portfolio.create') }}" />
+        <x-menu-item title="{{ __('Create Portfolio') }}" icon="o-document-plus" link="{{ route('portfolio.create') }}" />
     </x-menu-sub>
-    <x-menu-item title="{{ __('Transactions') }}" icon="o-banknotes" link="####" />
+    <x-menu-item title="{{ __('Transactions') }}" icon="o-banknotes" link="{{ route('transaction.index') }}" />
-    <x-menu-item title="{{ __('Reporting') }}" icon="o-chart-bar-square" link="####" />
+    {{-- <x-menu-item title="{{ __('Reporting') }}" icon="o-chart-bar-square" link="####" /> --}}
 
 </x-menu>
 

resources/views/dashboard.blade.php

@@ -1,6 +1,6 @@
 <x-app-layout>
 
-    @livewire('portfolio-performance-cards', [
+    @livewire('portfolio-performance-chart', [
         'name' => 'dashboard'
     ])
 
@@ -47,7 +47,7 @@
                     <x-slot:value>
                         {{ $portfolio->title }}
                         @if($portfolio->wishlist)
-                            <x-badge value="{{ __('Wishlist') }}" class="badge-primary badge-sm ml-2" />
+                            <x-badge value="{{ __('Wishlist') }}" class="badge-secondary badge-sm ml-2" />
                         @endif
                     </x-slot:value>
                 </x-list-item>
@@ -69,7 +69,7 @@
         </x-ib-card>
         @endif
         
-        @if (!$user->portfolios->isEmpty())
+        {{-- @if (!$user->portfolios->isEmpty())
         <x-ib-card title="{{ __('Top headlines') }}" class="md:col-span-3">
          
             @php
@@ -81,7 +81,7 @@
             @endforeach
 
         </x-ib-card>
-        @endif
+        @endif --}}
 
         @if (!$user->portfolios->isEmpty())
         <x-ib-card title="{{ __('Recent activity') }}" class="md:col-span-4">

resources/views/layouts/main-layout.blade.php

@@ -7,14 +7,11 @@
 
         <title>{{ config('app.name', 'Laravel') }}</title>
 
-        <!-- Fonts -->
         <link rel="preconnect" href="https://fonts.bunny.net">
         <link href="https://fonts.bunny.net/css?family=figtree:400,500,600&display=swap" rel="stylesheet" />
 
-        <!-- Scripts -->
         @vite(['resources/css/app.css', 'resources/js/app.js'])
 
-        <!-- Styles -->
         @livewireStyles
     </head>
 

resources/views/livewire/manage-portfolio-form.blade.php

@@ -73,7 +73,7 @@ new class extends Component {
 
         $this->portfolio->delete();
 
-        $this->success(__('Portfolio deleted'), redirectTo: "/dashboard");
+        $this->success(__('Portfolio deleted'), redirectTo: route('dashboard'));
     }
 }; ?>
 
@@ -92,10 +92,11 @@ new class extends Component {
         <x-slot:actions>
             @if ($portfolio)
             <x-button 
-                class="ms-3 btn-error btn-outline text-white" 
+                class="ms-3 btn btn-ghost text-error" 
                 wire:click="$toggle('confirmingPortfolioDeletion')" 
                 wire:loading.attr="disabled"
-                icon="o-trash"
+                label="{{ __('Delete') }}"
+                title="{{ __('Delete Portfolio') }}"
             />
             @endif
 

resources/views/livewire/manage-transaction-form.blade.php

@@ -0,0 +1,150 @@
+<?php
+
+use App\Models\Transaction;
+use App\Models\Portfolio;
+use Illuminate\Support\Collection;
+use Livewire\Attributes\Rule;
+use Livewire\Volt\Component;
+use Mary\Traits\Toast;
+use Livewire\Attributes\Computed;
+
+new class extends Component {
+    use Toast;
+
+    // props
+    public ?Portfolio $portfolio;
+    public ?Transaction $transaction;
+
+    #[Rule('required|string|max:15')]
+    public String $symbol;
+
+    #[Rule('required|string|in:BUY,SELL')]
+    public String $transaction_type;
+
+    #[Rule('required|date')]
+    public String $date;
+
+    #[Rule('required|numeric')]
+    public String $quantity;
+
+    #[Rule('required|numeric')]
+    public String $cost_basis;
+
+    public Bool $confirmingTransactionDeletion = false;
+
+    #[Computed]
+    public function cost_basis_label()
+    {
+        if (isset($this->transaction_type) && $this->transaction_type == 'SELL') {
+            return __('Sale Price');
+        }
+        
+        return __('Cost Basis');
+    }
+
+    // methods
+    public function mount() 
+    {
+        if (isset($this->transaction)) {
+
+            $this->symbol = $this->transaction->symbol;
+            $this->transaction_type = $this->transaction->transaction_type;
+            $this->date = $this->transaction->date->format('Y-m-d');
+            $this->quantity = $this->transaction->quantity;
+            $this->cost_basis = $this->transaction_type == 'SELL' 
+                ? $this->transaction->sale_price
+                : $this->transaction->cost_basis;
+            
+        } else {
+            $this->transaction_type = 'BUY';
+            $this->date = now()->format('Y-m-d');
+        }
+    }
+
+    public function update()
+    {
+        
+        $this->transaction->update($this->validate());
+        // $this->transaction->owner_id = auth()->user()->id;
+        $this->transaction->save();
+
+        $this->success(__('Transaction updated'), redirectTo: route('portfolio.show', ['portfolio' => $this->portfolio->id]));
+    }
+
+    public function save()
+    {
+
+        $transaction = $this->portfolio->transactions()->create($this->validate());
+        $transaction->save();
+
+        $this->success(__('Transaction created'), redirectTo: route('portfolio.show', ['portfolio' => $this->portfolio->id]));
+    }
+
+    public function delete()
+    {
+
+        $this->transaction->delete();
+
+        $this->success(__('Transaction deleted'), redirectTo: route('portfolio.show', ['portfolio' => $this->portfolio->id]));
+    }
+}; ?>
+
+<div class="">
+    <x-form wire:submit="{{ $transaction ? 'update' : 'save' }}" class="">
+
+        <x-input label="{{ __('Symbol') }}" wire:model="symbol" required />
+
+        <x-select label="{{ __('Transaction Type') }}" :options="[
+            ['id' => 'BUY', 'name' => 'Buy'], 
+            ['id' => 'SELL', 'name' => 'Sell']
+        ]" wire:model.live="transaction_type" />
+        
+        <x-datetime label="{{ __('Transaction Date') }}" wire:model="date" required />
+        
+        <x-input label="{{ __('Quantity') }}" type="number" step="any" wire:model="quantity" required />
+        
+        <x-input 
+            label="{{ $this->cost_basis_label }}" 
+            wire:model="cost_basis" 
+            required 
+            prefix="USD" 
+            money
+            type="number"
+            step="any"
+        />
+
+        <x-slot:actions>
+            @if ($transaction)
+            <x-button 
+                class="ms-3 btn btn-ghost text-error" 
+                wire:click="$toggle('confirmingTransactionDeletion')" 
+                wire:loading.attr="disabled"
+                label="{{ __('Delete') }}"
+                title="{{ __('Delete Transaction') }}"
+            />
+            @endif
+
+            <x-button label="{{ $transaction ? 'Update' : 'Create' }}" type="submit" icon="o-paper-airplane" class="btn-primary" spinner="save" />
+        </x-slot:actions>
+    </x-form>
+
+    <x-confirmation-modal wire:model.live="confirmingTransactionDeletion">
+        <x-slot name="title">
+            {{ __('Delete Transaction') }}
+        </x-slot>
+
+        <x-slot name="content">
+            {{ __('Are you sure you want to delete this transaction?') }}
+        </x-slot>
+
+        <x-slot name="footer">
+            <x-button class="btn-outline" wire:click="$toggle('confirmingTransactionDeletion')" wire:loading.attr="disabled">
+                {{ __('Cancel') }}
+            </x-secondary-button>
+
+            <x-button class="ms-3 btn-error text-white" wire:click="delete" wire:loading.attr="disabled">
+                {{ __('Delete Transaction') }}
+            </x-button>
+        </x-slot>
+    </x-confirmation-modal>
+</div>

resources/views/livewire/transactions-list.blade.php

@@ -0,0 +1,66 @@
+<?php
+
+use App\Models\Portfolio;
+use App\Models\Transaction;
+use Illuminate\Support\Collection;
+use Livewire\Volt\Component;
+
+new class extends Component {
+
+    // props
+    public ?Collection $transactions;
+    public Portfolio $portfolio;
+    public ?Transaction $editingTransaction;
+
+    // methods
+    public function showTransactionDialog($transactionId)
+    {
+        $this->editingTransaction = Transaction::findOrFail($transactionId);
+        $this->dispatch('toggle-manage-transaction');
+    }
+
+}; ?>
+
+<div class="">
+
+    @foreach($transactions as $transaction)
+        <div x-data="{ loading: false, timeout: null }">
+            <x-list-item 
+                no-separator 
+                :item="$transaction" 
+                class="cursor-pointer"
+                @click="
+                    timeout = setTimeout(() => { loading = true }, 200);
+                    $wire.showTransactionDialog('{{ $transaction->id }}').then(() => {
+                        clearTimeout(timeout);
+                        loading = false;
+                    })
+                "
+            >
+                <x-slot:value class="flex items-center">
+                    <x-badge 
+                        :value="$transaction->transaction_type" 
+                        class="{{ $transaction->transaction_type == 'BUY' ? 'badge-success' : 'badge-error' }} badge-sm mr-3" 
+                    />
+                    {{ $transaction->date->format('M j, Y') }} 
+                    {{ $transaction->symbol }} 
+                    ({{ $transaction->quantity }} 
+                    @ {{ Number::currency($transaction->cost_basis) }})
+
+                    <x-loading x-show="loading" x-cloak class="text-gray-400 ml-2" />
+                </x-slot:value>
+            </x-list-item>
+        </div>
+    @endforeach
+
+    <x-ib-modal 
+        key="manage-transaction"
+        title="Manage Transaction"
+    >
+        @livewire('manage-transaction-form', [
+            'portfolio' => $portfolio, 
+            'transaction' => $editingTransaction, 
+        ], key($editingTransaction->id ?? 'new'))
+
+    </x-ib-modal>
+</div>

resources/views/portfolio/create.blade.php

@@ -1,7 +1,7 @@
 <x-app-layout>
     <div>  
 
-        <x-ib-toolbar title="Create Portfolio" />
+        <x-ib-toolbar title="{{ __('Create Portfolio') }}" />
 
         @livewire('manage-portfolio-form')
     </div>

resources/views/portfolio/show.blade.php

@@ -1,11 +1,20 @@
 <x-app-layout>
     <div x-data>
 
+        <x-ib-modal 
+            key="new-transaction"
+            title="New Transaction"
+        >
+            @livewire('manage-transaction-form', [
+                'portfolio' => $portfolio, 
+            ])
+
+        </x-ib-modal>
+
         <x-ib-drawer 
             key="manage-portfolio"
             title="{{ $portfolio->title }}"
         >
-
             @livewire('manage-portfolio-form', [
                 'portfolio' => $portfolio, 
                 'hideCancel' => true
@@ -16,7 +25,7 @@
         <x-ib-toolbar :title="$portfolio->title">
 
             @if($portfolio->wishlist)
-            <x-badge value="{{ __('Wishlist') }}" class="badge-primary mr-3" />
+            <x-badge value="{{ __('Wishlist') }}" class="badge-secondary mr-3" />
             @endif
 
             <x-button 
@@ -25,9 +34,19 @@
                 class="btn-circle btn-ghost btn-sm text-secondary" 
                 @click="$dispatch('toggle-manage-portfolio')"
             />
+
+            <x-ib-flex-spacer />
+            
+            <div>
+                <x-button 
+                    label="{{ __('Create Transaction') }}" 
+                    class="btn-sm btn-primary" 
+                    @click="$dispatch('toggle-new-transaction')"
+                />
+            </div>
         </x-ib-toolbar>
 
-        @livewire('portfolio-performance-cards', [
+        @livewire('portfolio-performance-chart', [
             'name' => 'portfolio-'.$portfolio->id,
             'portfolio' => $portfolio
         ])
@@ -64,7 +83,7 @@
 
         <div class="mt-6 grid md:grid-cols-7 gap-5">
 
-            <x-ib-card title="All portfolio holdings" class="md:col-span-4">
+            <x-ib-card title="{{ __('Holdings') }}" class="md:col-span-4">
             
                 @php
                     $users = App\Models\User::take(3)->get();
@@ -76,7 +95,7 @@
 
             </x-ib-card>
 
-            <x-ib-card title="Top performers" class="md:col-span-3">
+            <x-ib-card title="{{ __('Top performers') }}" class="md:col-span-3">
             
                 @php
                     $users = App\Models\User::take(3)->get();
@@ -88,7 +107,7 @@
 
             </x-ib-card>
             
-            <x-ib-card title="Top headlines" class="md:col-span-3">
+            {{-- <x-ib-card title="{{ __('Top headlines') }}" class="md:col-span-3">
             
                 @php
                     $users = App\Models\User::take(3)->get();
@@ -98,21 +117,17 @@
                     <x-list-item no-separator :item="$user" avatar="profile_photo_url" link="/docs/installation" />
                 @endforeach
 
-            </x-ib-card>
+            </x-ib-card> --}}
 
-            <x-ib-card title="Recent activity" class="md:col-span-4">
+            <x-ib-card title="{{ __('Recent activity') }}" class="md:col-span-4">
                 
-                @php
+                @livewire('transactions-list', [
-                    $users = App\Models\User::take(3)->get();
+                    'transactions' => $portfolio->transactions,
-                @endphp
+                    'portfolio' => $portfolio
-                
+                ])
-                @foreach($users as $user)
-                    <x-list-item no-separator :item="$user" avatar="profile_photo_url" link="/docs/installation" />
-                @endforeach
 
             </x-ib-card>
 
         </div>
-        
     </div>
 </x-app-layout>

resources/views/transaction/index.blade.php

@@ -0,0 +1,8 @@
+<x-app-layout>
+    <div>  
+
+        <x-ib-toolbar title="{{ __('All Transactions') }}" />
+
+        {{-- @livewire('manage-transaction-form', ['portfolio' => $portfolio]) --}}
+    </div>
+</x-app-layout>

routes/web.php

@@ -3,6 +3,7 @@
 use Illuminate\Support\Facades\Route;
 use App\Http\Controllers\DashboardController;
 use App\Http\Controllers\PortfolioController;
+use App\Http\Controllers\TransactionController;
 
 Route::get('/', function () {
     return view('welcome');
@@ -13,7 +14,8 @@ Route::middleware(['auth:sanctum', config('jetstream.auth_session'), 'verified']
     Route::get('/dashboard', [DashboardController::class, 'show'])->name('dashboard');
     Route::view('/import-export', 'import-export')->name('import-export');
 
-    Route::redirect('/portfolio', '/portfolio/create', 301);
     Route::get('/portfolio/create', [PortfolioController::class, 'create'])->name('portfolio.create');
     Route::get('/portfolio/{portfolio}', [PortfolioController::class, 'show'])->name('portfolio.show');
+
+    Route::get('/transactions', [TransactionController::class, 'index'])->name('transaction.index');
 });