add transactions index

app/Http/Controllers/TransactionController.php

@@ -13,7 +13,8 @@ class TransactionController extends Controller
      */
     public function index()
     {
+        $user = request()->user();
 
-        return view('transaction.index');
+        return view('transaction.index', compact('user'));
     }
 }

app/Models/User.php

@@ -70,7 +70,18 @@ class User extends Authenticatable
 
     public function transactions(): HasManyDeep
     {
-        return $this->hasManyDeep(Transaction::class, ['portfolio_user', Portfolio::class]);    
+        return $this->hasManyDeep(Transaction::class, ['portfolio_user', Portfolio::class])
+            ->withAggregate('market_data', 'name')
+            ->withAggregate('portfolio', 'title')
+            ->withAggregate('market_data', 'market_value')
+            ->withAggregate('market_data', 'fifty_two_week_low')
+            ->withAggregate('market_data', 'fifty_two_week_high')
+            ->withAggregate('market_data', 'updated_at')
+            ->selectRaw('COALESCE(transactions.cost_basis * transactions.quantity, 0) AS total_cost_basis')
+            ->selectRaw('COALESCE(market_data.market_value * transactions.quantity, 0) AS total_market_value')
+            ->selectRaw('COALESCE((market_data.market_value - transactions.cost_basis) * transactions.quantity, 0) AS market_gain_dollars')
+            ->selectRaw('COALESCE(((market_data.market_value - transactions.cost_basis) / transactions.cost_basis) * 100, 0) AS market_gain_percent')
+            ->join('market_data', 'transactions.symbol', 'market_data.symbol');;   
     }
 
     public function daily_change(): HasManyDeep

lang/en.json

@@ -115,6 +115,7 @@
     "Press :key to search": "Press :key to search",
     "Search holdings, portfolios, or anything else...": "Search holdings, portfolios, or anything else...",
     "Darn! Nothing found for that search.": "Darn! Nothing found for that search.",
+    "Portfolio": "Portfolio",
     "Portfolios": "Portfolios",
     "Create Portfolio": "Create Portfolio",
     "Transactions": "Transactions",

lang/es.json

@@ -115,6 +115,7 @@
     "Press :key to search": "Presiona :key para buscar",
     "Search holdings, portfolios, or anything else...": "Busca participaciones, portafolios, o cualquier otra cosa...",
     "Darn! Nothing found for that search.": "¡Vaya! No se encontró nada para esa búsqueda.",
+    "Portfolio": "Portafolio",
     "Portfolios": "Portafolios",
     "Create Portfolio": "Crear Portafolio",
     "Transactions": "Transacciones",

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

@@ -16,7 +16,7 @@
 
         <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="{{ route('transaction.index') }}" /> --}}
+    <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>

resources/views/livewire/holdings-table.blade.php

@@ -80,9 +80,6 @@ new class extends Component {
         @scope('cell_dividends_earned', $row)
             {{ Number::currency($row->dividends_earned ?? 0) }}
         @endscope
-        @scope('cell_dividends_earned', $row)
-            {{ Number::currency($row->dividends_earned ?? 0) }}
-        @endscope
         @scope('cell_market_data_updated_at', $row)
             {{ \Carbon\Carbon::parse($row->market_data_updated_at)->diffForHumans() }}
         @endscope

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

@@ -62,7 +62,7 @@ new class extends Component {
         // $this->transaction->owner_id = auth()->user()->id;
         $this->transaction->save();
 
-        $this->success(__('Transaction updated'), redirectTo: route('portfolio.show', ['portfolio' => $this->portfolio->id]));
+        $this->success(__('Transaction updated'), redirectTo: route('portfolio.show', ['portfolio' => $this->transaction->portfolio_id]));
     }
 
     public function save()

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

@@ -0,0 +1,129 @@
+<?php
+
+use App\Models\User;
+use App\Models\Transaction;
+use Illuminate\Support\Collection;
+use Livewire\Volt\Component;
+use Livewire\WithPagination;
+
+new class extends Component {
+
+    use WithPagination;
+
+    // props
+    public User $user;
+    public ?Transaction $editingTransaction;
+
+    public array $sortBy = ['column' => 'date', 'direction' => 'desc'];
+
+    public array $headers;
+
+    // methods
+    public function showTransactionDialog($transactionId)
+    {
+        $this->editingTransaction = Transaction::findOrFail($transactionId);
+        $this->dispatch('toggle-manage-transaction');
+    }
+
+    public function mount()
+    {
+        $this->headers = [
+            ['key' => 'date', 'label' => __('Date'), 'sortable' => true],
+            ['key' => 'portfolio_title', 'label' => __('Portfolio')],
+            ['key' => 'symbol', 'label' => __('Symbol'), 'class' => ''],
+            ['key' => 'market_data_name', 'label' => __('Name')],
+            ['key' => 'transaction_type', 'label' => __('Type')],
+            ['key' => 'quantity', 'label' => __('Quantity')],
+            ['key' => 'cost_basis', 'label' => __('Cost Basis')],
+            ['key' => 'total_cost_basis', 'label' => __('Total Cost Basis')],
+            ['key' => 'market_data_market_value', 'label' => __('Market Value')],
+            ['key' => 'total_market_value', 'label' => __('Total Market Value')],
+            // ['key' => 'market_gain_dollars', 'label' => __('Market Gain/Loss')],
+            // ['key' => 'market_gain_percent', 'label' => __('Market Gain/Loss')],
+            // ['key' => 'realized_gain_dollars', 'label' => __('Realized Gain/Loss')],
+            // ['key' => 'dividends_earned', 'label' => __('Dividends Earned')],
+            // ['key' => 'market_data_updated_at', 'label' => __('Market Data Age')],
+        ];
+    }
+
+    public function transactions()
+    {
+        return auth()
+                    ->user()
+                    ->transactions()
+                    ->orderBy(...array_values($this->sortBy))
+                    ->paginate(10);
+    }
+
+}; ?>
+
+<div class="">
+    
+    <x-table 
+        :headers="$headers" 
+        :rows="$this->transactions()" 
+        x-data="{ loading: false, timeout: null }"
+        @row-click="
+            timeout = setTimeout(() => { loading = true }, 200);
+            $wire.showTransactionDialog($event.detail.id).then(() => {
+                clearTimeout(timeout);
+                loading = false;
+            })
+        "
+        :sort-by="$sortBy" 
+        with-pagination
+    >
+        @scope('cell_symbol', $row)
+            {{ $row->symbol }}
+            <x-loading x-show="loading" x-cloak class="text-gray-400 ml-2" />
+        @endscope
+        @scope('cell_date', $row)
+            {{ $row->date->format('M d, Y') }}
+        @endscope
+        @scope('cell_transaction_type', $row)
+            <x-badge 
+                :value="$row->transaction_type" 
+                class="{{ $row->transaction_type == 'BUY' 
+                    ? 'badge-success' 
+                    : 'badge-error' }} badge-sm mr-3" 
+            />
+        @endscope
+        @scope('cell_cost_basis', $row)
+            {{ Number::currency($row->cost_basis ?? 0) }}
+        @endscope
+        @scope('cell_total_cost_basis', $row)
+            {{ Number::currency($row->total_cost_basis ?? 0) }}
+        @endscope
+        @scope('cell_realized_gain_dollars', $row)
+            {{ Number::currency($row->realized_gain_dollars ?? 0) }}
+        @endscope
+        @scope('cell_market_gain_dollars', $row)
+            {{ Number::currency($row->market_gain_dollars ?? 0) }}
+        @endscope
+        @scope('cell_market_gain_percent', $row)
+            {{ Number::percentage($row->market_gain_percent ?? 0) }}
+        @endscope
+        @scope('cell_market_data_market_value', $row)
+            {{ Number::currency($row->market_data_market_value ?? 0) }}
+        @endscope
+        @scope('cell_total_market_value', $row)
+            {{ Number::currency($row->total_market_value ?? 0) }}
+        @endscope
+        @scope('cell_dividends_earned', $row)
+            {{ Number::currency($row->dividends_earned ?? 0) }}
+        @endscope
+        @scope('cell_market_data_updated_at', $row)
+            {{ \Carbon\Carbon::parse($row->market_data_updated_at)->diffForHumans() }}
+        @endscope
+    </x-table>
+
+    <x-ib-modal 
+        key="manage-transaction"
+        title="Manage Transaction"
+    >
+        @livewire('manage-transaction-form', [
+            'transaction' => $editingTransaction, 
+        ], key($editingTransaction->id ?? 'new'))
+
+    </x-ib-modal>
+</div>

resources/views/transaction/index.blade.php

@@ -3,6 +3,7 @@
 
         <x-ib-toolbar title="{{ __('All Transactions') }}" />
 
-        {{-- @livewire('manage-transaction-form', ['portfolio' => $portfolio]) --}}
+        @livewire('transactions-table')
+
     </div>
 </x-app-layout>