wip

app/Console/Commands/CaptureDailyChange.php

@@ -0,0 +1,75 @@
+<?php
+
+namespace App\Console\Commands;
+
+use App\Models\User;
+use Illuminate\Console\Command;
+
+class CaptureDailyChange extends Command
+{
+    /**
+     * The name and signature of the console command.
+     *
+     * @var string
+     */
+    protected $signature = 'daily-change:capture';
+
+    /**
+     * The console command description.
+     *
+     * @var string
+     */
+    protected $description = 'Capture summary of daily change for user\'s holdings';
+
+    /**
+     * Create a new command instance.
+     *
+     * @return void
+     */
+    public function __construct()
+    {
+        parent::__construct();
+    }
+
+    /**
+     * Execute the console command.
+     *
+     * @return int
+     */
+    public function handle()
+    {
+        User::all()->each(function($user){
+
+            $this->line('Capturing daily change for ' . $user->name);
+
+            $portfolios = $user->portfolios()->withoutWishlists()->with(['holdings.market_data'])->get();
+
+            $total_cost_basis = $portfolios->reduce(function ($carry, $portfolio) {
+                return $carry + $portfolio->holdings->sum('total_cost_basis');
+            });
+
+            $total_dividends = $portfolios->reduce(function ($carry, $portfolio) {
+                return $carry + $portfolio->holdings->sum('dividends_earned');
+            });
+
+            $realized_gains = $portfolios->reduce(function ($carry, $portfolio) {
+                return $carry + $portfolio->holdings->sum('realized_gain_loss_dollars');
+            });
+
+            $total_market_value = $portfolios->reduce(function ($carry, $portfolio) {
+                return $carry + $portfolio->holdings->sum(function($holding) {
+                    return $holding->market_data->market_value * $holding->quantity;
+                }) ;
+            });
+
+            $user->daily_changes()->create([
+                'date' => now(),
+                'total_cost_basis' => $total_cost_basis,
+                'total_market_value' => $total_market_value,
+                'total_dividends' => $total_dividends,
+                'realized_gains' => $realized_gains,
+                'total_gain_loss' => $total_market_value - $total_cost_basis
+            ]);
+        });
+    }
+}

app/Console/Commands/RefreshDividendData.php

@@ -0,0 +1,50 @@
+<?php
+
+namespace App\Console\Commands;
+
+use App\Models\Holding;
+use App\Models\Dividend;
+use Illuminate\Console\Command;
+
+class RefreshDividendData extends Command
+{
+    /**
+     * The name and signature of the console command.
+     *
+     * @var string
+     */
+    protected $signature = 'dividend-data:refresh';
+
+    /**
+     * The console command description.
+     *
+     * @var string
+     */
+    protected $description = 'Refresh dividend data from data provider';
+
+    /**
+     * Create a new command instance.
+     *
+     * @return void
+     */
+    public function __construct()
+    {
+        parent::__construct();
+    }
+
+    /**
+     * Execute the console command.
+     *
+     * @return int
+     */
+    public function handle()
+    {
+        // $holdings = Holding::where('quantity', '>', 0)->distinct()->get(['symbol']);
+        $holdings = Holding::distinct()->get(['symbol']);
+
+        foreach ($holdings as $holding) {
+            $this->line('Refreshing ' . $holding->symbol);
+            Dividend::refreshDividendData($holding->symbol);
+        }
+    }
+}

app/Console/Commands/RefreshMarketData.php

@@ -0,0 +1,50 @@
+<?php
+
+namespace App\Console\Commands;
+
+use App\Models\MarketData;
+use Illuminate\Console\Command;
+
+class RefreshMarketData extends Command
+{
+    /**
+     * The name and signature of the console command.
+     *
+     * @var string
+     */
+    protected $signature = 'market-data:refresh
+                            {--force= : Ignore refresh delay}';
+
+    /**
+     * The console command description.
+     *
+     * @var string
+     */
+    protected $description = 'Refresh market data from market data provider';
+
+    /**
+     * Create a new command instance.
+     *
+     * @return void
+     */
+    public function __construct()
+    {
+        parent::__construct();
+    }
+
+    /**
+     * Execute the console command.
+     *
+     * @return int
+     */
+    public function handle()
+    {
+        // get all symbols from market data
+        $symbols = MarketData::get(['symbol']);
+
+        foreach ($symbols as $symbol) {
+            $this->line('Refreshing ' . $symbol->symbol);
+            $symbol->refreshMarketData();
+        }
+    }
+}

app/Console/Commands/RefreshSplitData.php

@@ -0,0 +1,50 @@
+<?php
+
+namespace App\Console\Commands;
+
+use App\Models\Split;
+use App\Models\Holding;
+use Illuminate\Console\Command;
+
+class RefreshSplitData extends Command
+{
+    /**
+     * The name and signature of the console command.
+     *
+     * @var string
+     */
+    protected $signature = 'split-data:refresh
+                            {--force= : Don\'t ask to confirm.}';
+
+    /**
+     * The console command description.
+     *
+     * @var string
+     */
+    protected $description = 'Refresh split data from data provider';
+
+    /**
+     * Create a new command instance.
+     *
+     * @return void
+     */
+    public function __construct()
+    {
+        parent::__construct();
+    }
+
+    /**
+     * Execute the console command.
+     *
+     * @return int
+     */
+    public function handle()
+    {
+        $holdings = Holding::distinct()->get(['symbol']);
+
+        foreach ($holdings as $holding) {
+            $this->line('Refreshing ' . $holding->symbol);
+            Split::refreshSplitData($holding->symbol);
+        }   
+    }
+}

app/Console/Commands/SyncHoldingData.php

@@ -3,11 +3,9 @@
 namespace App\Console\Commands;
 
 use App\Models\Holding;
-use App\Models\Dividend;
-use App\Models\Transaction;
 use Illuminate\Console\Command;
 
-class RefreshHoldingData extends Command
+class SyncHoldingData extends Command
 {
     /**
      * The name and signature of the console command.
@@ -46,7 +44,7 @@ class RefreshHoldingData extends Command
         foreach ($holdings as $holding) {
             $this->line('Refreshing ' . $holding->symbol);
 
-            $holding->sync();
+            $holding->syncTransactionsAndDividends();
         }
     }
 }