basic model scaffolding
This commit is contained in:
hackerESQ
@@ -0,0 +1,66 @@
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<?php
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namespace App\Models;
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use App\Traits\HasCompositePrimaryKey;
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use Illuminate\Database\Eloquent\Model;
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use Illuminate\Database\Eloquent\Factories\HasFactory;
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class DailyChange extends Model
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{
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use HasFactory, HasCompositePrimaryKey;
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public $timestamps = false;
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/**
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* The primary key of the table.
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*
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* @var string
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*/
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protected $primaryKey = ['date', 'portfolio_id'];
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/**
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* Table name for the model
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*
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* @var string
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*/
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protected $table = 'daily_change';
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/**
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* The attributes that are mass assignable.
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*
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* @var array
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*/
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protected $fillable = [
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'portfolio_id',
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'date',
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'total_market_value',
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'total_cost_basis',
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'total_gain_loss',
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'total_dividends',
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'realized_gains',
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'notes',
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];
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/**
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* The attributes that should be hidden for arrays.
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*
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* @var array
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*/
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protected $hidden = [];
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/**
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* The attributes that should be cast to native types.
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*
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* @var array
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*/
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protected $casts = [
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'date' => 'datetime',
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];
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public function scopeMyDailyChanges($query)
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{
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return $query->where('user_id', auth()->user()->id);
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}
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}
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@@ -0,0 +1,144 @@
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<?php
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namespace App\Models;
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use Illuminate\Database\Eloquent\Model;
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use App\Interfaces\MarketData\MarketDataInterface;
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use Illuminate\Database\Eloquent\Factories\HasFactory;
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class Dividend extends Model
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{
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use HasFactory;
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/**
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* The attributes that are mass assignable.
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*
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* @var array
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*/
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protected $fillable = [
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'symbol',
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'date',
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'dividend_amount',
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];
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/**
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* The attributes that should be hidden for arrays.
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*
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* @var array
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*/
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protected $hidden = [];
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/**
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* The attributes that should be cast to native types.
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*
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* @var array
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*/
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protected $casts = [
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'date' => 'datetime',
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'first_date' => 'datetime',
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'last_date' => 'datetime',
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];
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/**
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* Syncs all holdings of symbol with dividend data
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*
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* @param array|self $model
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* @return void
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*/
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public static function syncHoldings(mixed $model)
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{
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// check if we got an array, if yes then lets create a dummy model
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if (is_array($model)) {
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$model = (new self)->fill($model);
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}
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// pull dividend data joined with holdings/transactions
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$dividends = self::where([
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'dividends.symbol' => $model->symbol,
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])->select(['holdings.portfolio_id', 'dividends.date', 'dividends.symbol', 'dividends.dividend_amount'])
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->selectRaw('@purchased:=(SELECT coalesce(SUM(quantity),0) FROM transactions WHERE transactions.transaction_type = "BUY" AND transactions.symbol = dividends.symbol AND date(transactions.date) <= date(dividends.date) AND holdings.portfolio_id = transactions.portfolio_id ) AS `purchased`')
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->selectRaw('@sold:=(SELECT coalesce(SUM(quantity),0) FROM transactions WHERE transactions.transaction_type = "SELL" AND transactions.symbol = dividends.symbol AND date(transactions.date) <= date(dividends.date) AND holdings.portfolio_id = transactions.portfolio_id ) AS `sold`')
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->selectRaw('@owned:=(@purchased - @sold) AS `owned`')
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->selectRaw('@dividends_received:=(@owned * dividends.dividend_amount) AS `dividends_received`')
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->join('transactions', 'transactions.symbol', 'dividends.symbol')
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->join('holdings', 'transactions.portfolio_id', 'holdings.portfolio_id')
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->groupBy(['holdings.portfolio_id', 'dividends.date', 'dividends.symbol', 'dividends.dividend_amount'])
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->get();
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// iterate through holdings and update
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Holding::where(['symbol' => $model->symbol])
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->get()
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->each(function ($holding) use ($dividends) {
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$holding->update([
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'dividends_earned' => $dividends->where('portfolio_id', $holding->portfolio_id)->sum('dividends_received')
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]);
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});
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}
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/**
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* Grab new dividend data
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*
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* @param string $symbol
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* @return void
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*/
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public static function getDividendData(string $symbol)
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{
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$dividends_meta = self::where(['symbol' => $symbol])
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->selectRaw('COUNT(symbol) as total_dividends')
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->selectRaw('MAX(date) as last_date')
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->get()
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->first();
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// assume we need to populate ALL dividend data
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$start_date = new \DateTime('@0');
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$end_date = now();
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// nope, refresh forward looking only
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if ( $dividends_meta->total_dividends ) {
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$start_date = $dividends_meta->last_date->addHours(48);
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$end_date = now();
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}
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// get some data
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if ($dividend_data = collect() && $start_date && $end_date) {
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$dividend_data = app(MarketDataInterface::class)->dividends($symbol, $start_date, $end_date);
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}
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// ah, we found some dividends...
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if ($dividend_data->isNotEmpty()) {
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// create mass insert
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foreach ($dividend_data as $index => $dividend){
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$dividend_data[$index] = [...$dividend, ...['updated_at' => now(), 'created_at' => now()]];
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}
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// insert records
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(new self)->insert($dividend_data->toArray());
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// sync to holdings
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self::syncHoldings($dividend_data->last());
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// sync most last dividend date in market data
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$market_data = MarketData::symbol($symbol)->first();
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$dividend_data_latest_date = $dividend_data->sortByDesc('date')->first()['date'];
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if ($market_data->dividend_date < $dividend_data_latest_date) {
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$market_data->update(['dividend_date' => $dividend_data_latest_date]); // why is this set to latest date?
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}
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}
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return $dividend_data;
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}
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public function marketData() {
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return $this->belongsTo(MarketData::class, 'symbol', 'symbol');
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}
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public function holdings() {
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return $this->hasMany(Holding::class, 'symbol', 'symbol');
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}
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public function transactions() {
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return $this->hasMany(Transaction::class, 'symbol', 'symbol');
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}
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}
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@@ -0,0 +1,132 @@
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<?php
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namespace App\Models;
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use App\Models\Dividend;
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use Illuminate\Database\Eloquent\Model;
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use Illuminate\Database\Eloquent\Factories\HasFactory;
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class Holding extends Model
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{
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use HasFactory;
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protected $with = [];
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/**
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* The attributes that are mass assignable.
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*
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* @var array
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*/
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protected $fillable = [
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'portfolio_id',
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'symbol',
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'quantity',
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'average_cost_basis',
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'total_cost_basis',
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'realized_gain_loss_dollars',
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'dividends_earned',
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'splits_synced_at',
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'dividends_synced_at'
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];
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/**
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* The attributes that should be cast to native types.
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*
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* @var array
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*/
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protected $casts = [
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'splits_synced_at' => 'datetime',
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'dividends_synced_at' => 'datetime',
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];
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/**
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* get market data for holding
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*
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* @return void
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*/
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public function market_data()
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{
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return $this->hasOne(MarketData::class, 'symbol', 'symbol');
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}
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/**
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* get related transactions for holding
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*
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* @return void
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*/
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public function transactions()
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{
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return $this->hasMany(Transaction::class, 'symbol', 'symbol');
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}
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/**
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* get related dividends for holding
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*
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* @return void
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*/
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public function dividends()
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{
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return $this->hasMany(Dividend::class, 'symbol', 'symbol');
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}
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/**
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* get related portfolio for holding
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*
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* @return void
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*/
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public function portfolio()
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{
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return $this->belongsTo(Portfolio::class);
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}
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/**
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* get related splits for holding
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*
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* @return void
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*/
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public function splits()
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{
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return $this->hasMany(Split::class, 'symbol', 'symbol');
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}
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public function scopePortfolio($query, $portfolio)
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{
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return $query->where('portfolio_id', $portfolio);
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}
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public function scopeWithoutWishlists($query) {
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return $query->join('portfolios', 'portfolios.id', 'holdings.portfolio_id')
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->where('portfolios.wishlist', 0);
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}
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public function scopeMyHoldings($query)
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{
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return $query->whereHas('portfolio', function($query) {
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$query->whereRelation('users', 'id', auth()->user()->id);
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});
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}
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public function scopeGetPortfolioMetrics($query)
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{
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$query->selectRaw('SUM(holdings.dividends_earned) AS total_dividends_earned')
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->selectRaw('SUM(holdings.realized_gain_loss_dollars) AS realized_gain_loss_dollars')
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->selectRaw('@total_market_value:=SUM(holdings.quantity * market_data.market_value) AS total_market_value')
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->selectRaw('@sum_total_cost_basis:=SUM(holdings.total_cost_basis) AS total_cost_basis')
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->selectRaw('@total_gain_loss_dollars:=(@total_market_value - @sum_total_cost_basis) AS total_gain_loss_dollars')
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->selectRaw('(@total_gain_loss_dollars / @sum_total_cost_basis) * 100 AS total_gain_loss_percent')
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->join('market_data', 'market_data.symbol', 'holdings.symbol');
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// =(VLOOKUP(if(today or end of year),'Daily Change'!$A:$B,2,false) - VLOOKUP(first of year),'Daily Change'!$A:$C,3,false)) / (SUMIFS(transactions.cost_basis_lot,transactions.date,"<"&date(left(D19,4)+1,1,1),transactions.type,"Buy")-SUMIFS(transactions.cost_basis_lot,transactions.date,"<"&date(left(D19,4)+1,1,1),transactions.type,"Sell"))-1
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}
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public function scopeSymbol($query, $symbol)
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{
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return $query->where('symbol', $symbol);
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}
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public function refreshDividends()
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{
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return Dividend::getDividendData($this->attributes['symbol']);
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}
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}
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@@ -0,0 +1,74 @@
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<?php
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namespace App\Models;
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use Illuminate\Database\Eloquent\Model;
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use App\Interfaces\MarketData\MarketDataInterface;
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use Illuminate\Database\Eloquent\Factories\HasFactory;
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class MarketData extends Model
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{
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use HasFactory;
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protected $primaryKey = 'symbol';
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protected $keyType = 'string';
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public $incrementing = false;
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/**
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* The attributes that are mass assignable.
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*
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* @var array
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*/
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protected $fillable = [
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'symbol',
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'name',
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'market_value',
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'fifty_two_week_high',
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'fifty_two_week_low',
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];
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public static function setSplitsHoldingSynced($symbol)
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{
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$market_data = self::where('symbol', $symbol)->get()->first();
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$market_data->splits_synced_to_holdings_at = now();
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$market_data->save();
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}
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public function refreshMarketData()
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{
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return static::getMarketData($this->attributes['symbol']);
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}
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public static function getMarketData($symbol)
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{
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$market_data = self::firstOrNew(['symbol' => $symbol]);
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// check if new or stale
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if (!$market_data->exists || now()->diffInMinutes($market_data->updated_at) >= config('market_data.refresh')) {
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// get quote
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$quote = app(MarketDataInterface::class)->quote($symbol);
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// fill data
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$market_data->fill($quote->toArray());
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// save with timestamps updated
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$market_data->touch();
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}
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return $market_data;
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}
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public function holdings()
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{
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return $this->hasMany(Holding::class, 'symbol', 'symbol');
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}
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public function scopeSymbol($query, $symbol)
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{
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return $query->where('symbol', $symbol);
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}
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}
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@@ -0,0 +1,149 @@
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<?php
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namespace App\Models;
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use App\Models\Transaction;
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use Illuminate\Support\Facades\DB;
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use Illuminate\Database\Eloquent\Model;
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use App\Interfaces\MarketData\MarketDataInterface;
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use Illuminate\Database\Eloquent\Factories\HasFactory;
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class Split extends Model
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{
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use HasFactory;
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/**
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* The attributes that are mass assignable.
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*
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* @var array
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*/
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protected $fillable = [
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'symbol',
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'date',
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'split_amount',
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];
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/**
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* The attributes that should be hidden for arrays.
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*
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* @var array
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*/
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protected $hidden = [];
|
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|
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/**
|
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* The attributes that should be cast to native types.
|
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*
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* @var array
|
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*/
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protected $casts = [
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'date' => 'datetime',
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'first_date' => 'datetime',
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'last_date' => 'datetime',
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];
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/**
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* Syncs all transactions of symbol with split data
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*
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* @param string $symbol
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* @return void
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*/
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public static function syncToTransactions($symbol)
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{
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// get relevant split data
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$splits = self::where([
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'splits.symbol' => $symbol,
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])
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->whereDate('transactions.date', '>', DB::raw('IFNULL(market_data.splits_synced_to_holdings_at, "0000-00-00")'))
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->select([
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'splits.date',
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'splits.symbol',
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'splits.split_amount',
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'transactions.portfolio_id'
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])
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->join('transactions', 'transactions.symbol', 'splits.symbol')
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->join('market_data', 'transactions.symbol', 'market_data.symbol')
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->orderBy('splits.date', 'ASC')
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->get();
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foreach($splits as $split) {
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$qty_owned = Transaction::where([
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'symbol' => $split->symbol,
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'portfolio_id' => $split->portfolio_id
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])
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->whereDate('transactions.date', '<', $split->date->format('Y-m-d'))
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->sum('quantity');
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if ($qty_owned > 0) {
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Transaction::create([
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'symbol' => $split->symbol,
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'portfolio_id' => $split->portfolio_id,
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'transaction_type' => 'BUY',
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'date' => $split->date,
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'quantity' => ($qty_owned * $split->split_amount) - $qty_owned,
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'cost_basis' => 0,
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'split' => true,
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'created_at' => now(),
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'updated_at' => now()
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]);
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}
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}
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// update market data with latest date
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MarketData::setSplitsHoldingSynced($symbol);
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}
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/**
|
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* Grab new split data
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||||
*
|
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* @param string $symbol
|
||||
* @param \DateTimeInterface|null $start_date
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* @return void
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*/
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public static function getSplitData(string $symbol)
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{
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// dates for split data
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||||
$splits_meta = self::where(['symbol' => $symbol])
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||||
->selectRaw('COUNT(symbol) as total_splits')
|
||||
->selectRaw('MIN(date) as first_date')
|
||||
->selectRaw('MAX(date) as last_date')
|
||||
->get()
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||||
->first();
|
||||
|
||||
// assume need to populate all split data because it didnt exist before
|
||||
$start_date = new \DateTime('@0');
|
||||
$end_date = now();
|
||||
|
||||
// nope, need to populate newer split data
|
||||
if ($splits_meta->total_splits) {
|
||||
|
||||
$start_date = $splits_meta->last_date->addHours(48);
|
||||
$end_date = now();
|
||||
}
|
||||
|
||||
// get some data
|
||||
if ($split_data = collect() && $start_date && $end_date) {
|
||||
$split_data = app(MarketDataInterface::class)->splits($symbol, $start_date, $end_date);
|
||||
}
|
||||
|
||||
if ($split_data->isNotEmpty()) {
|
||||
// insert records
|
||||
(new self)->insert($split_data->toArray());
|
||||
|
||||
}
|
||||
|
||||
// sync to transactions
|
||||
self::syncToTransactions($symbol);
|
||||
|
||||
return $split_data;
|
||||
}
|
||||
|
||||
public function holdings() {
|
||||
return $this->hasMany(Holding::class, 'symbol', 'symbol');
|
||||
}
|
||||
|
||||
public function transactions() {
|
||||
return $this->hasMany(Transaction::class, 'symbol', 'symbol');
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,167 @@
|
||||
<?php
|
||||
|
||||
namespace App\Models;
|
||||
|
||||
use App\Models\MarketData;
|
||||
use Illuminate\Database\Eloquent\Model;
|
||||
use Illuminate\Database\Eloquent\Factories\HasFactory;
|
||||
|
||||
class Transaction extends Model
|
||||
{
|
||||
use HasFactory;
|
||||
|
||||
/**
|
||||
* The attributes that are mass assignable.
|
||||
*
|
||||
* @var array
|
||||
*/
|
||||
protected $fillable = [
|
||||
'symbol',
|
||||
'date',
|
||||
'portfolio_id',
|
||||
'transaction_type',
|
||||
'quantity',
|
||||
'cost_basis',
|
||||
'sale_price',
|
||||
'split'
|
||||
];
|
||||
|
||||
/**
|
||||
* The attributes that should be hidden for arrays.
|
||||
*
|
||||
* @var array
|
||||
*/
|
||||
protected $hidden = [];
|
||||
|
||||
/**
|
||||
* The attributes that should be cast to native types.
|
||||
*
|
||||
* @var array
|
||||
*/
|
||||
protected $casts = [
|
||||
'date' => 'datetime',
|
||||
'first_date' => 'datetime',
|
||||
'last_date' => 'datetime',
|
||||
'split' => 'boolean',
|
||||
];
|
||||
|
||||
/**
|
||||
*
|
||||
* @return void
|
||||
*/
|
||||
protected static function boot()
|
||||
{
|
||||
parent::boot();
|
||||
|
||||
static::saved(function ($model) {
|
||||
|
||||
static::syncHolding($model);
|
||||
});
|
||||
|
||||
static::deleted(function ($model) {
|
||||
static::syncHolding($model);
|
||||
});
|
||||
}
|
||||
|
||||
public static function syncHolding($model) {
|
||||
// get the holding for a symbol and portfolio (or create one)
|
||||
$holding = Holding::firstOrNew([
|
||||
'portfolio_id' => $model->portfolio_id,
|
||||
'symbol' => $model->symbol
|
||||
], [
|
||||
'portfolio_id' => $model->portfolio_id,
|
||||
'symbol' => $model->symbol,
|
||||
'quantity' => $model->quantity,
|
||||
'average_cost_basis' => $model->cost_basis,
|
||||
'total_cost_basis' => $model->quantity * $model->cost_basis,
|
||||
]);
|
||||
|
||||
// pull existing transaction data
|
||||
$query = self::where([
|
||||
'portfolio_id' => $model->portfolio_id,
|
||||
'symbol' => $model->symbol,
|
||||
])->selectRaw('SUM(CASE WHEN transaction_type = "BUY" THEN quantity ELSE 0 END) AS `qty_purchases`')
|
||||
->selectRaw('SUM(CASE WHEN transaction_type = "SELL" THEN quantity ELSE 0 END) AS `qty_sales`')
|
||||
->selectRaw('SUM(CASE WHEN transaction_type = "BUY" THEN (quantity * cost_basis) ELSE 0 END) AS `cost_basis`')
|
||||
->selectRaw('SUM(CASE WHEN transaction_type = "SELL" THEN ((sale_price - cost_basis) * quantity) ELSE 0 END) AS `realized_gains`')
|
||||
->first();
|
||||
|
||||
$total_quantity = $query->qty_purchases - $query->qty_sales;
|
||||
$average_cost_basis = $query->qty_purchases > 0
|
||||
? $query->cost_basis / $query->qty_purchases
|
||||
: 0;
|
||||
|
||||
// update holding
|
||||
$holding->fill([
|
||||
'quantity' => $total_quantity,
|
||||
'average_cost_basis' => $average_cost_basis,
|
||||
'total_cost_basis' => $total_quantity * $average_cost_basis,
|
||||
'realized_gain_loss_dollars' => $query->realized_gains,
|
||||
]);
|
||||
|
||||
$holding->save();
|
||||
|
||||
// load market data while we're here
|
||||
$model->refreshMarketData();
|
||||
|
||||
// sync dividends to holding
|
||||
$model->syncDividendsToHolding();
|
||||
}
|
||||
|
||||
public function setSymbolAttribute($value)
|
||||
{
|
||||
$this->attributes['symbol'] = strtoupper($value);
|
||||
}
|
||||
|
||||
/**
|
||||
* get market data for transaction
|
||||
*
|
||||
* @return void
|
||||
*/
|
||||
public function market_data()
|
||||
{
|
||||
return $this->hasOne(MarketData::class, 'symbol', 'symbol');
|
||||
}
|
||||
|
||||
/**
|
||||
* get portfolio for transaction
|
||||
*
|
||||
* @return void
|
||||
*/
|
||||
public function portfolio()
|
||||
{
|
||||
return $this->belongsTo(Portfolio::class);
|
||||
}
|
||||
|
||||
public function scopePortfolio($query, $portfolio)
|
||||
{
|
||||
return $query->where('portfolio_id', $portfolio);
|
||||
}
|
||||
|
||||
public function scopeSymbol($query, $symbol)
|
||||
{
|
||||
return $query->where('symbol', $symbol);
|
||||
}
|
||||
|
||||
public function scopeMyTransactions()
|
||||
{
|
||||
return $this->whereHas('portfolio', function ($query) {
|
||||
return $query->whereRelation('users', 'id', auth()->user()->id);
|
||||
});
|
||||
}
|
||||
|
||||
public function refreshMarketData()
|
||||
{
|
||||
return MarketData::getMarketData($this->attributes['symbol']);
|
||||
}
|
||||
|
||||
public function syncDividendsToHolding()
|
||||
{
|
||||
return Dividend::syncHoldings(['symbol' => $this->attributes['symbol']]);
|
||||
}
|
||||
|
||||
public function refreshDividends()
|
||||
{
|
||||
return Dividend::getDividendData($this->attributes['symbol']);
|
||||
}
|
||||
}
|
||||
Reference in New Issue
Block a user