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Add market data scope

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This commit is contained in:
hackerESQ
2024-08-28 15:19:20 -05:00
parent 8a136fe1d7
commit e684c1f4a3
4 changed files with 27 additions and 27 deletions
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app/Models/Holding.php
+10 -5
View File
@@ -16,8 +16,6 @@ class Holding extends Model
use HasFactory; use HasFactory;
use HasUuids; use HasUuids;
protected $with = ['market_data'];
protected $fillable = [ protected $fillable = [
'portfolio_id', 'portfolio_id',
'symbol', 'symbol',
@@ -68,9 +66,6 @@ class Holding extends Model
*/ */
public function dividends() public function dividends()
{ {
return $this->hasMany(Dividend::class, 'symbol', 'symbol') return $this->hasMany(Dividend::class, 'symbol', 'symbol')
->select([ ->select([
'dividends.symbol', 'dividends.symbol',
@@ -129,6 +124,16 @@ class Holding extends Model
->orderBy('date', 'DESC'); ->orderBy('date', 'DESC');
} }
public function scopeWithMarketData($query)
{
$query->withAggregate('market_data', 'name')
->withAggregate('market_data', 'market_value')
->withAggregate('market_data', 'fifty_two_week_low')
->withAggregate('market_data', 'fifty_two_week_high')
->withAggregate('market_data', 'updated_at')
->join('market_data', 'holdings.symbol', 'market_data.symbol');
}
public function scopePortfolio($query, $portfolio) public function scopePortfolio($query, $portfolio)
{ {
return $query->where('portfolio_id', $portfolio); return $query->where('portfolio_id', $portfolio);
app/Models/Portfolio.php
+2 -7
View File
@@ -46,15 +46,10 @@ class Portfolio extends Model
->withCount(['transactions as num_transactions' => function ($query) { ->withCount(['transactions as num_transactions' => function ($query) {
$query->portfolio($this->id); $query->portfolio($this->id);
}]) }])
->withAggregate('market_data', 'name') ->withMarketData()
->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('COALESCE(market_data.market_value * holdings.quantity, 0) AS total_market_value') ->selectRaw('COALESCE(market_data.market_value * holdings.quantity, 0) AS total_market_value')
->selectRaw('COALESCE((market_data.market_value - holdings.average_cost_basis) * holdings.quantity, 0) AS market_gain_dollars') ->selectRaw('COALESCE((market_data.market_value - holdings.average_cost_basis) * holdings.quantity, 0) AS market_gain_dollars')
->selectRaw('COALESCE(((market_data.market_value - holdings.average_cost_basis) / holdings.average_cost_basis), 0) AS market_gain_percent') ->selectRaw('COALESCE(((market_data.market_value - holdings.average_cost_basis) / holdings.average_cost_basis), 0) AS market_gain_percent');
->join('market_data', 'holdings.symbol', 'market_data.symbol');
} }
public function transactions() public function transactions()
app/Models/Transaction.php
+11
View File
@@ -86,6 +86,17 @@ class Transaction extends Model
{ {
return $this->belongsTo(Portfolio::class); return $this->belongsTo(Portfolio::class);
} }
public function scopeWithMarketData($query)
{
$query->withAggregate('market_data', 'name')
->withAggregate('portfolio', 'title')
->withAggregate('market_data', 'market_value')
->withAggregate('market_data', 'fifty_two_week_low')
->withAggregate('market_data', 'fifty_two_week_high')
->withAggregate('market_data', 'updated_at')
->join('market_data', 'transactions.symbol', 'market_data.symbol');
}
public function scopePortfolio($query, $portfolio) public function scopePortfolio($query, $portfolio)
{ {
app/Models/User.php
+4 -15
View File
@@ -62,32 +62,21 @@ class User extends Authenticatable
public function holdings(): HasManyDeep public function holdings(): HasManyDeep
{ {
return $this->hasManyDeep(Holding::class, ['portfolio_user', Portfolio::class]) return $this->hasManyDeep(Holding::class, ['portfolio_user', Portfolio::class])
->withAggregate('market_data', 'name') ->withMarketData()
->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('COALESCE(market_data.market_value * holdings.quantity, 0) AS total_market_value') ->selectRaw('COALESCE(market_data.market_value * holdings.quantity, 0) AS total_market_value')
->selectRaw('COALESCE((market_data.market_value - holdings.average_cost_basis) * holdings.quantity, 0) AS market_gain_dollars') ->selectRaw('COALESCE((market_data.market_value - holdings.average_cost_basis) * holdings.quantity, 0) AS market_gain_dollars')
->selectRaw('COALESCE(((market_data.market_value - holdings.average_cost_basis) / holdings.average_cost_basis), 0) AS market_gain_percent') ->selectRaw('COALESCE(((market_data.market_value - holdings.average_cost_basis) / holdings.average_cost_basis), 0) AS market_gain_percent');
->join('market_data', 'holdings.symbol', 'market_data.symbol');
} }
public function transactions(): HasManyDeep public function transactions(): HasManyDeep
{ {
return $this->hasManyDeep(Transaction::class, ['portfolio_user', Portfolio::class]) return $this->hasManyDeep(Transaction::class, ['portfolio_user', Portfolio::class])
->withAggregate('market_data', 'name') ->withMarketData()
->withAggregate('portfolio', 'title')
->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(' ->selectRaw('
CASE CASE
WHEN transaction_type = \'SELL\' WHEN transaction_type = \'SELL\'
THEN COALESCE(transactions.sale_price - transactions.cost_basis, 0) THEN COALESCE(transactions.sale_price - transactions.cost_basis, 0)
ELSE COALESCE(market_data.market_value - transactions.cost_basis, 0) ELSE COALESCE(market_data.market_value - transactions.cost_basis, 0)
END AS gain_dollars') END AS gain_dollars');
->join('market_data', 'transactions.symbol', 'market_data.symbol');;
} }
} }