Add market data scope
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+4
-15
@@ -62,32 +62,21 @@ class User extends Authenticatable
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public function holdings(): HasManyDeep
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{
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return $this->hasManyDeep(Holding::class, ['portfolio_user', Portfolio::class])
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->withAggregate('market_data', 'name')
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->withAggregate('market_data', 'market_value')
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->withAggregate('market_data', 'fifty_two_week_low')
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->withAggregate('market_data', 'fifty_two_week_high')
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->withAggregate('market_data', 'updated_at')
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->withMarketData()
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->selectRaw('COALESCE(market_data.market_value * holdings.quantity, 0) AS total_market_value')
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->selectRaw('COALESCE((market_data.market_value - holdings.average_cost_basis) * holdings.quantity, 0) AS market_gain_dollars')
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->selectRaw('COALESCE(((market_data.market_value - holdings.average_cost_basis) / holdings.average_cost_basis), 0) AS market_gain_percent')
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->join('market_data', 'holdings.symbol', 'market_data.symbol');
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->selectRaw('COALESCE(((market_data.market_value - holdings.average_cost_basis) / holdings.average_cost_basis), 0) AS market_gain_percent');
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}
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public function transactions(): HasManyDeep
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{
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return $this->hasManyDeep(Transaction::class, ['portfolio_user', Portfolio::class])
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->withAggregate('market_data', 'name')
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->withAggregate('portfolio', 'title')
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->withAggregate('market_data', 'market_value')
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->withAggregate('market_data', 'fifty_two_week_low')
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->withAggregate('market_data', 'fifty_two_week_high')
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->withAggregate('market_data', 'updated_at')
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->withMarketData()
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->selectRaw('
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CASE
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WHEN transaction_type = \'SELL\'
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THEN COALESCE(transactions.sale_price - transactions.cost_basis, 0)
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ELSE COALESCE(market_data.market_value - transactions.cost_basis, 0)
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END AS gain_dollars')
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->join('market_data', 'transactions.symbol', 'market_data.symbol');;
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END AS gain_dollars');
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}
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}
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