feat:adds LLM capabilities to chat with your portfolios and holdings

app/Http/Controllers/HoldingController.php

@@ -24,6 +24,21 @@ class HoldingController extends Controller
                         ->portfolio($portfolio->id)
                         ->firstOrFail();
 
-        return view('holding.show', compact(['portfolio', 'holding']));
+        $formattedTransactions = $this->getFormattedTransactions($holding);
+
+        return view('holding.show', compact(['portfolio', 'holding', 'formattedTransactions']));
+    }
+
+    public function getFormattedTransactions($holding)
+    {
+        $formattedTransactions = '';
+        foreach($holding->transactions->where('symbol', $holding->symbol)->sortByDesc('date') as $transaction) {
+            $formattedTransactions .= " * ".$transaction->date->format('Y-m-d') 
+                                    ." ". $transaction->transaction_type 
+                                    ." ". $transaction->quantity
+                                    ." @ ". $transaction->cost_basis 
+                                    ." each \n\n";
+        }
+        return $formattedTransactions;
     }
 }

app/Http/Controllers/PortfolioController.php

@@ -39,7 +39,26 @@ class PortfolioController extends Controller
                         ->first();
             }
         );
+
+        $formattedHoldings = $this->getFormattedHoldings($portfolio);
         
-        return view('portfolio.show', compact(['portfolio', 'metrics']));
+        return view('portfolio.show', compact(['portfolio', 'metrics', 'formattedHoldings']));
+    }
+
+    public function getFormattedHoldings($portfolio)
+    {
+        $formattedHoldings = '';
+        foreach($portfolio->holdings as $holding) {
+            $formattedHoldings .= " * Holding of ".$holding->market_data->name." (".$holding->symbol.")" 
+                                    ."; own ". ($holding->quantity > 0 ? $holding->quantity : 'ZERO') . " shares"
+                                    ."; avg cost basis ". $holding->average_cost_basis
+                                    ."; curr market value ". $holding->market_data->market_value 
+                                    ."; unrealized gains ". $holding->market_gain_dollars 
+                                    ."; realized gains ". $holding->realized_gain_dollars
+                                    ."; dividends earned ". $holding->dividends_earned
+                                    ."\n\n";
+
+        }
+        return $formattedHoldings;
     }
 }

app/Models/AiChat.php

@@ -0,0 +1,37 @@
+<?php
+
+namespace App\Models;
+
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Concerns\HasUuids;
+
+class AiChat extends Model
+{
+    use HasUuids;
+
+    protected $fillable = [
+        'role',
+        'content'
+    ];
+
+    protected $hidden = [];
+
+    protected static function boot()
+    {
+        parent::boot();
+
+        static::creating(function ($chat) {
+
+            $chat->user_id = auth()->user()->id;
+        });
+    }
+
+    public function user() {
+        return $this->belongsTo(User::class);
+    }
+
+    public function chatable()
+    {
+        return $this->morphTo();
+    }
+}

app/Models/Holding.php

@@ -3,6 +3,7 @@
 namespace App\Models;
 
 use App\Models\Split;
+use App\Models\AiChat;
 use App\Models\Dividend;
 use App\Models\Portfolio;
 use App\Models\MarketData;
@@ -131,6 +132,16 @@ class Holding extends Model
             ->orderBy('date', 'DESC');
     }
 
+    /**
+     * Related chats for holding
+     *
+     * @return void
+     */
+    public function chats()
+    {
+        return $this->morphMany(AiChat::class, 'chatable');
+    }
+
     public function scopeWithMarketData($query)
     {
         return $query->withAggregate('market_data', 'name')

app/Models/Portfolio.php

@@ -2,6 +2,7 @@
 
 namespace App\Models;
 
+use App\Models\AiChat;
 use Carbon\CarbonPeriod;
 use Illuminate\Support\Arr;
 use Illuminate\Support\Carbon;
@@ -64,6 +65,16 @@ class Portfolio extends Model
         return $this->hasMany(DailyChange::class);
     }
 
+    /**
+     * Related chats for portfolio
+     *
+     * @return void
+     */
+    public function chats()
+    {
+        return $this->morphMany(AiChat::class, 'chatable');
+    }
+
     public function scopeMyPortfolios() 
     {
         return $this->whereHas('users', function ($query) {