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This commit is contained in:
hackerESQ
2024-08-26 22:13:00 -05:00
parent 65817157c2
commit 10b6c7cda2
6 changed files with 60 additions and 14 deletions
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app/Http/Controllers/HoldingController.php
+5 -3
View File
@@ -15,9 +15,11 @@ class HoldingController extends Controller
public function show(Request $request, Portfolio $portfolio, String $symbol)
{
$holding = Holding::where([
'portfolio_id' => $portfolio->id,
'symbol' => $symbol
$holding = $request->user()
->holdings()
->where([
'holdings.portfolio_id' => $portfolio->id,
'holdings.symbol' => $symbol
])->firstOrFail();
$market_data = $holding->market_data;
app/Models/Holding.php
+6 -1
View File
@@ -31,6 +31,11 @@ class Holding extends Model
'dividends_synced_at' => 'datetime',
];
protected $attributes = [
'realized_gain_dollars' => 0,
'dividends_earned' => 0,
];
/**
* Market data for holding
*
@@ -106,7 +111,7 @@ class Holding extends Model
->selectRaw('@total_market_value:=COALESCE(SUM(holdings.quantity * market_data.market_value),0) AS total_market_value')
->selectRaw('@sum_total_cost_basis:=COALESCE(SUM(holdings.total_cost_basis),0) AS total_cost_basis')
->selectRaw('@total_gain_dollars:=COALESCE((@total_market_value - @sum_total_cost_basis),0) AS total_gain_dollars')
->selectRaw('COALESCE((@total_gain_dollars / @sum_total_cost_basis) * 100,0) AS total_gain_percent')
// ->selectRaw('COALESCE((@total_gain_dollars / @sum_total_cost_basis) * 100,0) AS total_gain_percent')
->join('market_data', 'market_data.symbol', 'holdings.symbol');
}
app/Models/Portfolio.php
+1 -1
View File
@@ -55,7 +55,7 @@ class Portfolio extends Model
->withAggregate('market_data', 'updated_at')
->selectRaw('COALESCE(market_data.market_value * holdings.quantity, 0) AS total_market_value')
->selectRaw('COALESCE((market_data.market_value - holdings.average_cost_basis) * holdings.quantity, 0) AS market_gain_dollars')
->selectRaw('COALESCE(((market_data.market_value - holdings.average_cost_basis) / holdings.average_cost_basis) * 100, 0) AS market_gain_percent')
->selectRaw('COALESCE(((market_data.market_value - holdings.average_cost_basis) / holdings.average_cost_basis), 0) AS market_gain_percent')
->join('market_data', 'holdings.symbol', 'market_data.symbol');
}
app/Models/User.php
+2 -2
View File
@@ -64,7 +64,7 @@ class User extends Authenticatable
->withAggregate('market_data', 'updated_at')
->selectRaw('COALESCE(market_data.market_value * holdings.quantity, 0) AS total_market_value')
->selectRaw('COALESCE((market_data.market_value - holdings.average_cost_basis) * holdings.quantity, 0) AS market_gain_dollars')
->selectRaw('COALESCE(((market_data.market_value - holdings.average_cost_basis) / holdings.average_cost_basis) * 100, 0) AS market_gain_percent')
->selectRaw('COALESCE(((market_data.market_value - holdings.average_cost_basis) / holdings.average_cost_basis), 0) AS market_gain_percent')
->join('market_data', 'holdings.symbol', 'market_data.symbol');
}
@@ -80,7 +80,7 @@ class User extends Authenticatable
->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')
->selectRaw('COALESCE(((market_data.market_value - transactions.cost_basis) / transactions.cost_basis), 0) AS market_gain_percent')
->join('market_data', 'transactions.symbol', 'market_data.symbol');;
}
resources/views/components/fifty-two-week-range.blade.php
+17
View File
@@ -0,0 +1,17 @@
<span
class=""
style="width:90em;overflow: hidden; white-space: nowrap;"
title="{{ Number::currency($low) }} - {{ Number::currency($high) }}"
>
@for ($x = 0; $x < 10; $x++)
@if ((($current - $low) * 100) / ($high - $low) > ($x * 10))
&#9679;
@else
&#9675;
@endif
@endfor
</span>
resources/views/holding/show.blade.php
+28 -6
View File
@@ -20,7 +20,23 @@
<p class="font-bold text-2xl pb-2">
{{ Number::currency($market_data->market_value) }}
<span class="text-base font-normal">▲ 9%</span>
@if ($holding->average_cost_basis)
@php
$isUp = $holding->average_cost_basis <= $market_data->market_value;
$percent = ($market_data->market_value - $holding->average_cost_basis) / $holding->average_cost_basis
@endphp
<span class="text-base font-normal" style="color: {{ $isUp ? 'rgb(0, 200, 0)' : 'rgb(255, 20, 0)' }};">
{!! $isUp ? '&#9650;' :'&#9660;' !!}
{{ Number::percentage(
$percent,
$percent < 1 ? 2 : 1
) }}
</span>
@endif
</p>
<p>
@@ -30,27 +46,33 @@
<p>
<span class="font-bold">{{ __('Average Cost Basis') }}: </span>
{{ $holding->average_cost_basis }}
{{ Number::currency($holding->average_cost_basis) }}
</p>
<p>
<span class="font-bold">{{ __('Total Cost Basis') }}: </span>
{{ $holding->total_cost_basis }}
{{ Number::currency($holding->total_cost_basis) }}
</p>
<p>
<span class="font-bold">{{ __('Realized Gain/Loss') }}: </span>
{{ $holding->realized_gain_dollars }}
{{ Number::currency($holding->realized_gain_dollars) }}
</p>
<p>
<span class="font-bold">{{ __('Dividends Earned') }}: </span>
{{ $holding->dividends_earned }}
{{ Number::currency($holding->dividends_earned) }}
</p>
<p>
<span class="font-bold">{{ __('52 week') }}: </span>
● ● ● ● ● ● ● ● ● ●
<x-fifty-two-week-range
:low="$market_data->fifty_two_week_low"
:high="$market_data->fifty_two_week_high"
:current="$market_data->market_value"
/>
</p>
<p class="pt-2 text-sm">