javier/investbrain
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

wip

Browse Source
This commit is contained in:
hackerESQ
2024-08-17 21:33:09 -05:00
parent 5d3259b653
commit b84bc94da6
8 changed files with 215 additions and 164 deletions
Download Patch File Download Diff File Expand all files Collapse all files
resources/views/livewire/holdings-table.blade.php
+68
View File
@@ -0,0 +1,68 @@
<?php
use App\Models\Portfolio;
use App\Models\Transaction;
use Illuminate\Support\Collection;
use Livewire\Volt\Component;
new class extends Component {
// props
public Portfolio $portfolio;
public array $sortBy = ['column' => 'symbol', 'direction' => 'asc'];
public array $headers;
public function mount()
{
$this->headers = [
['key' => 'symbol', 'label' => __('Symbol'), 'class' => ''],
['key' => 'market_data_name', 'label' => __('Name'), 'sortable' => true],
['key' => 'quantity', 'label' => __('Quantity')],
['key' => 'average_cost_basis', 'label' => __('Average Cost Basis')],
['key' => 'total_cost_basis', 'label' => __('Total Cost Basis')],
['key' => 'market_data_market_value', 'label' => __('Market Value')],
['key' => 'total_market_value', 'label' => __('Total Market Value')],
['key' => 'market_gain_loss_dollars', 'label' => __('Market Gain/Loss')],
['key' => 'market_gain_loss_percent', 'label' => __('Market Gain/Loss')],
['key' => 'realized_gain_loss_dollars', 'label' => __('Realized Gain/Loss')],
['key' => 'dividends_earned', 'label' => __('Dividends Earned')],
['key' => 'market_data_fifty_two_week_low', 'label' => __('52 week low')],
['key' => 'market_data_fifty_two_week_high', 'label' => __('52 week high')],
['key' => 'num_transactions', 'label' => __('Number of Transactions')],
['key' => 'market_data_updated_at', 'label' => __('Market Data Age')],
];
}
public function holdings(): Collection
{
return $this->portfolio
->holdings()
->with(['transactions' => function ($query) {
$query->portfolio($this->portfolio->id);
}])
->withCount(['transactions as num_transactions' => function ($query) {
$query->portfolio($this->portfolio->id);
}])
->withAggregate('market_data', 'name')
->withAggregate('market_data', 'market_value')
->withAggregate('market_data', 'fifty_two_week_low')
->withAggregate('market_data', 'fifty_two_week_high')
->withAggregate('market_data', 'updated_at')
->selectRaw('(market_data.market_value * holdings.quantity) AS total_market_value')
->selectRaw('((market_data.market_value - holdings.average_cost_basis) * holdings.quantity) AS market_gain_loss_dollars')
->selectRaw('(((market_data.market_value - holdings.average_cost_basis) / holdings.average_cost_basis) * 100) AS market_gain_loss_percent')
->join('market_data', 'holdings.symbol', 'market_data.symbol')
->orderBy(...array_values($this->sortBy))
->where('quantity', '>', 0)
->get();
}
}; ?>
<div class="">
<x-table wire:loading.remove :headers="$headers" :rows="$this->holdings()" :sort-by="$sortBy" />
</div>
resources/views/livewire/manage-transaction-form.blade.php
+4 -4
View File
@@ -21,16 +21,16 @@ new class extends Component {
#[Rule('required|string|in:BUY,SELL')]
public String $transaction_type;
#[Rule('required|date')]
#[Rule('required|date_format:Y-m-d')]
public String $date;
#[Rule('required|numeric')]
#[Rule('required|min:0|numeric')]
public Float $quantity;
#[Rule('exclude_if:transaction_type,SELL|numeric')]
#[Rule('exclude_if:transaction_type,SELL|min:0|numeric')]
public ?Float $cost_basis;
#[Rule('exclude_if:transaction_type,BUY|numeric')]
#[Rule('exclude_if:transaction_type,BUY|min:0|numeric')]
public ?Float $sale_price;
public Bool $confirmingTransactionDeletion = false;
resources/views/livewire/transactions-list.blade.php
+32 -32
View File
@@ -8,7 +8,6 @@ use Livewire\Volt\Component;
new class extends Component {
// props
public ?Collection $transactions;
public Portfolio $portfolio;
public ?Transaction $editingTransaction;
@@ -23,38 +22,39 @@ new class extends Component {
<div class="">
@foreach($transactions as $transaction)
<div x-data="{ loading: false, timeout: null }">
<x-list-item
no-separator
:item="$transaction"
class="cursor-pointer"
@click="
timeout = setTimeout(() => { loading = true }, 200);
$wire.showTransactionDialog('{{ $transaction->id }}').then(() => {
clearTimeout(timeout);
loading = false;
})
"
>
<x-slot:value class="flex items-center">
<x-badge
:value="$transaction->transaction_type"
class="{{ $transaction->transaction_type == 'BUY'
? 'badge-success'
: 'badge-error' }} badge-sm mr-3"
/>
{{ $transaction->date->format('M j, Y') }}
{{ $transaction->symbol }}
({{ $transaction->quantity }}
@ {{ $transaction->transaction_type == 'BUY'
? Number::currency($transaction->cost_basis)
: Number::currency($transaction->sale_price) }})
@foreach($portfolio->transactions->take(10) as $transaction)
<x-list-item
no-separator
:item="$transaction"
class="cursor-pointer"
x-data="{ loading: false, timeout: null }"
@click="
timeout = setTimeout(() => { loading = true }, 200);
$wire.showTransactionDialog('{{ $transaction->id }}').then(() => {
clearTimeout(timeout);
loading = false;
})
"
>
<x-slot:value class="flex items-center">
<x-badge
:value="$transaction->transaction_type"
class="{{ $transaction->transaction_type == 'BUY'
? 'badge-success'
: 'badge-error' }} badge-sm mr-3"
/>
{{ $transaction->date->format('M j, Y') }}
{{ $transaction->symbol }}
({{ $transaction->quantity }}
@ {{ $transaction->transaction_type == 'BUY'
? Number::currency($transaction->cost_basis)
: Number::currency($transaction->sale_price) }})
<x-loading x-show="loading" x-cloak class="text-gray-400 ml-2" />
</x-slot:value>
</x-list-item>
<x-loading x-show="loading" x-cloak class="text-gray-400 ml-2" />
</x-slot:value>
</x-list-item>
</div>
@endforeach
<x-ib-modal