adds dividend re-investment feature

app/Models/Dividend.php

@@ -6,6 +6,7 @@ use App\Models\Holding;
 use App\Models\MarketData;
 use App\Models\Transaction;
 use Illuminate\Support\Str;
+use Illuminate\Support\Carbon;
 use Illuminate\Database\Eloquent\Model;
 use App\Interfaces\MarketData\MarketDataInterface;
 use Illuminate\Database\Eloquent\Concerns\HasUuids;
@@ -86,10 +87,15 @@ class Dividend extends Model
             (new self)->insert($dividend_data->toArray());
 
             // sync to holdings
-            self::syncHoldings($dividend_data);
+            self::syncHoldings($symbol);
+
+            // get market data
+            $market_data = MarketData::firstOrNew(['symbol' => $symbol]);
+
+            // re-invest dividends
+            self::reinvestDividends($dividend_data, $market_data);
 
             // sync last dividend amount to market data table
-            $market_data = MarketData::firstOrNew(['symbol' => $symbol]);
             $market_data->last_dividend_amount = $dividend_data->sortByDesc('date')->first()['dividend_amount'];
             $market_data->save();
         }
@@ -97,10 +103,8 @@ class Dividend extends Model
         return $dividend_data;
     }
 
-    public static function syncHoldings($dividend_data): void
+    public static function syncHoldings(string $symbol): void
     {
-        $symbol = $dividend_data->last()['symbol'];
-
         // group by holdings
         $dividends = self::select(['holdings.portfolio_id', 'dividends.date', 'dividends.symbol', 'dividends.dividend_amount'])
                         ->selectRaw('
@@ -115,7 +119,7 @@ class Dividend extends Model
                         ')
                         ->join('transactions', 'transactions.symbol', '=', 'dividends.symbol')
                         ->join('holdings', 'transactions.portfolio_id', '=', 'holdings.portfolio_id')
-                        ->where('dividends.symbol', $dividend_data->last()['symbol'])
+                        ->where('dividends.symbol', $symbol)
                         ->groupBy('holdings.portfolio_id', 'dividends.date', 'dividends.symbol', 'dividends.dividend_amount', 'total_received')
                         ->havingRaw('total_received > 0')
                         ->get();
@@ -130,4 +134,29 @@ class Dividend extends Model
                     ]);
                 });
     }
+
+    public static function reinvestDividends(iterable $dividend_data, MarketData $market_data): void
+    {
+        // re-invest dividends
+        Holding::where([
+            'symbol' => $market_data->symbol,
+            'reinvest_dividends' => true,
+        ])
+        ->get()
+        ->each(function($holding) use ($dividend_data, $market_data) {
+
+            foreach($dividend_data as $dividend) {
+
+                Transaction::create([
+                    'date' => $dividend['date'],
+                    'portfolio_id' => $holding->portfolio_id,
+                    'symbol' => $holding->symbol,
+                    'transaction_type' => "BUY",
+                    'reinvested_dividend' => true,
+                    'cost_basis' => $market_data->market_value,
+                    'quantity' => ($dividend['dividend_amount'] * $holding->qtyOwned(Carbon::parse($dividend['date']))) / $market_data->market_value,
+                ]);
+            }
+        });
+    }
 }

app/Models/Holding.php

@@ -26,11 +26,13 @@ class Holding extends Model
         'realized_gain_dollars',
         'dividends_earned',
         'splits_synced_at',
+        'reinvest_dividends'
     ];
 
     protected $casts = [
         'splits_synced_at' => 'datetime',
-        'first_transaction_date' => 'datetime'
+        'first_transaction_date' => 'datetime',
+        'reinvest_dividends' => 'boolean'
     ];
 
     protected $attributes = [
@@ -209,6 +211,19 @@ class Holding extends Model
         $this->save();
     }
 
+    public function qtyOwned(\Illuminate\Support\Carbon $date = null)
+    {
+        if ($date == null) $date = now();
+
+        $transactions = $this->transactions->where('date', '<=', $date);
+
+        $purchases = $transactions->where('transaction_type', 'BUY')->sum('quantity');
+
+        $sales = $transactions->where('transaction_type', 'SELL')->sum('quantity');
+
+        return $purchases - $sales;
+    }
+
     public function dailyPerformance(
         \Illuminate\Support\Carbon $start_date = null, 
         \Illuminate\Support\Carbon $end_date = null, 

app/Models/Transaction.php

@@ -23,6 +23,7 @@ class Transaction extends Model
         'cost_basis',
         'sale_price',
         'split',
+        'reinvested_dividend'
     ];
 
     protected $hidden = [];
@@ -30,6 +31,7 @@ class Transaction extends Model
     protected $casts = [
         'date' => 'datetime',
         'split' => 'boolean',
+        'reinvested_dividend' => 'boolean'
     ];
 
     protected static function boot()