wip

2024-08-17 21:33:09 -05:00
parent 5d3259b653
commit b84bc94da6
8 changed files with 215 additions and 164 deletions
@@ -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>