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wip sync daily holdings

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This commit is contained in:
hackerESQ
2024-09-11 23:04:21 -05:00
parent eb6e7b9002
commit a4f2def766
4 changed files with 53 additions and 11 deletions
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app/Models/Portfolio.php
+10 -5
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@@ -98,15 +98,16 @@ class Portfolio extends Model
$join->on('transactions.symbol', '=', 'holdings.symbol')
->where('transactions.portfolio_id', '=', $this->id);
})
->select('holdings.*', DB::raw('min(transactions.date) as first_transaction_date')) // get first transaction date
->groupBy('holdings.symbol')
->select('holdings.symbol', 'holdings.portfolio_id', DB::raw('min(transactions.date) as first_transaction_date')) // get first transaction date
->groupBy(['holdings.symbol', 'holdings.portfolio_id'])
->get();
$total_performance = [];
$holdings->each(function($holding) use (&$total_performance) {
$all_history = app(MarketDataInterface::class)->history('ACME', $holding->first_transaction_date, now());
$all_history = app(MarketDataInterface::class)->history($holding->symbol, $holding->first_transaction_date, now());
$quantity = $holding->dailyPerformance($holding->first_transaction_date, now());
$dividends = $holding->dividends->keyBy(function ($dividend, $key) {
@@ -150,8 +151,12 @@ class Portfolio extends Model
}
});
$this->daily_change()->delete();
if (!empty($total_performance)) {
DB::transaction(function () use ($total_performance) {
$this->daily_change()->delete();
DailyChange::insert($total_performance);
DailyChange::insert($total_performance);
});
}
}
}