Migrate to laravel ai sdk (#181)
Also * upgrade to livewire 4 * replace rappsoft tables with filament
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hackerESQ
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<?php
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declare(strict_types=1);
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namespace App\Livewire\Tables;
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use App\Models\Holding;
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use Filament\Actions\Concerns\InteractsWithActions;
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use Filament\Actions\Contracts\HasActions;
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use Filament\Schemas\Concerns\InteractsWithSchemas;
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use Filament\Schemas\Contracts\HasSchemas;
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use Filament\Support\Contracts\TranslatableContentDriver;
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use Filament\Tables\Columns\TextColumn;
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use Filament\Tables\Concerns\InteractsWithTable;
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use Filament\Tables\Contracts\HasTable;
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use Filament\Tables\Table;
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use Illuminate\Support\Number;
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use Livewire\Component;
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class HoldingsTable extends Component implements HasActions, HasSchemas, HasTable
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{
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use InteractsWithActions;
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use InteractsWithSchemas;
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use InteractsWithTable;
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public $portfolio;
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public function makeFilamentTranslatableContentDriver(): ?TranslatableContentDriver
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{
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return null;
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}
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public function table(Table $table): Table
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{
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return $table
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->query(
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Holding::query()
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->portfolio($this->portfolio->id)
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->withMarketData()
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->withCount(['transactions as num_transactions' => function ($query) {
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return $query->whereRaw('transactions.symbol = holdings.symbol');
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}])
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->withPerformance()
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)
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->defaultSort('symbol', 'asc')
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->paginated(false)
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->recordUrl(fn ($record) => route('holding.show', ['portfolio' => $record->portfolio_id, 'symbol' => $record->symbol]))
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->columns([
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TextColumn::make('symbol')
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->label(__('Symbol'))
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->sortable(),
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TextColumn::make('market_data.name')
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->label(__('Name'))
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->sortable(),
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TextColumn::make('quantity')
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->label(__('Quantity'))
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->sortable(),
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TextColumn::make('average_cost_basis')
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->label(__('Average Cost Basis'))
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->sortable()
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->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data?->currency)),
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TextColumn::make('total_cost_basis')
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->label(__('Total Cost Basis'))
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->sortable()
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->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data?->currency)),
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TextColumn::make('market_data.market_value')
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->label(__('Market Value'))
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->sortable()
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->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data?->currency)),
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TextColumn::make('total_market_value')
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->label(__('Total Market Value'))
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->sortable()
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->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data?->currency)),
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TextColumn::make('market_gain_dollars')
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->label(__('Market Gain/Loss'))
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->sortable()
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->html()
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->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data?->currency).view('components.ui.gain-loss-arrow-badge', [
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'costBasis' => $record->average_cost_basis,
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'marketValue' => $record->market_data?->market_value,
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'small' => true,
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])->render()),
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TextColumn::make('realized_gain_dollars')
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->label(__('Realized Gain/Loss'))
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->sortable()
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->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data?->currency)),
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TextColumn::make('dividends_earned')
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->label(__('Dividends Earned'))
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->sortable()
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->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data?->currency)),
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TextColumn::make('market_data.fifty_two_week_low')
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->label(__('52 week low'))
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->sortable()
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->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data?->currency)),
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TextColumn::make('market_data.fifty_two_week_high')
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->label(__('52 week high'))
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->sortable()
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->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data?->currency)),
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TextColumn::make('num_transactions')
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->label(__('Number of Transactions'))
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->sortable(),
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TextColumn::make('market_data.updated_at')
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->label(__('Last Refreshed'))
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->sortable()
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->since(),
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])
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->stackedOnMobile();
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}
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public function render(): string
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{
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return <<<'HTML'
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<div>
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{{ $this->table }}
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</div>
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HTML;
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}
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}
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@@ -0,0 +1,107 @@
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<?php
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declare(strict_types=1);
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namespace App\Livewire\Tables;
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use App\Models\Transaction;
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use Carbon\Carbon;
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use Filament\Actions\Concerns\InteractsWithActions;
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use Filament\Actions\Contracts\HasActions;
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use Filament\Schemas\Concerns\InteractsWithSchemas;
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use Filament\Schemas\Contracts\HasSchemas;
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use Filament\Support\Contracts\TranslatableContentDriver;
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use Filament\Tables\Columns\TextColumn;
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use Filament\Tables\Concerns\InteractsWithTable;
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use Filament\Tables\Contracts\HasTable;
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use Filament\Tables\Filters\SelectFilter;
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use Filament\Tables\Table;
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use Illuminate\Support\Number;
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use Livewire\Component;
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class TransactionsTable extends Component implements HasActions, HasSchemas, HasTable
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{
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use InteractsWithActions;
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use InteractsWithSchemas;
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use InteractsWithTable;
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public function makeFilamentTranslatableContentDriver(): ?TranslatableContentDriver
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{
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return null;
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}
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public function table(Table $table): Table
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{
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return $table
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->filters([
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SelectFilter::make('transaction_type')
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->options([
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'BUY' => 'BUY',
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'SELL' => 'SELL',
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]),
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SelectFilter::make('portfolio')
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->relationship('portfolio', 'title'),
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])
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->deferFilters(false)
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->query(
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Transaction::query()
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->with(['portfolio', 'market_data'])
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->myTransactions()
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->addSelect(['transactions.*'])
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->selectRaw('
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(CASE
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WHEN transaction_type = \'SELL\'
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THEN COALESCE(transactions.sale_price, 0)
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ELSE COALESCE((SELECT market_value FROM market_data WHERE market_data.symbol = transactions.symbol LIMIT 1), 0)
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END) - COALESCE(transactions.cost_basis, 0) AS gain_dollars')
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)
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->defaultSort('date', 'desc')
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->extremePaginationLinks()
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->paginated([10])
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->defaultPaginationPageOption(10)
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->recordUrl(fn ($record) => route('holding.show', ['portfolio' => $record->portfolio_id, 'symbol' => $record->symbol]))
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->columns([
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TextColumn::make('date')
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->label(__('Date'))
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->sortable()
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->formatStateUsing(fn ($state) => Carbon::parse($state)->format('M d, Y')),
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TextColumn::make('portfolio.title')
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->label(__('Portfolio'))
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->sortable(),
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TextColumn::make('symbol')
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->label(__('Symbol'))
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->sortable(),
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TextColumn::make('market_data.name')
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->label(__('Name'))
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->sortable(),
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TextColumn::make('transaction_type')
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->label(__('Type'))
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->sortable()
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->html()
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->formatStateUsing(fn ($state, $record) => view('components.ui.badge', [
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'value' => $record->split ? 'SPLIT' : ($record->reinvested_dividend ? 'REINVEST' : $record->transaction_type),
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'class' => ($record->transaction_type == 'BUY' ? 'badge-success' : 'badge-error').' badge-sm mr-3',
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])->render()),
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TextColumn::make('quantity')
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->label(__('Quantity'))
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->sortable(),
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TextColumn::make('cost_basis')
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->label(__('Cost Basis'))
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->sortable()
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->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data->currency)),
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TextColumn::make('gain_dollars')
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->label(__('Gain/Loss'))
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->sortable()
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->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data->currency)),
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]);
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}
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public function render(): string
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{
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return <<<'HTML'
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<div>
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{{ $this->table }}
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</div>
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HTML;
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}
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}
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