Feat: Adds multi currency support (#88)

2025-04-09 19:25:15 -05:00
parent 6d6f968f42
commit eae345f243
100 changed files with 17735 additions and 35761 deletions
@@ -0,0 +1,103 @@
+<?php
+
+use App\Models\Portfolio;
+use Illuminate\Support\Collection;
+use Livewire\Volt\Component;
+use App\Models\Currency; 
+
+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')],
+            ['key' => 'market_data_name', 'label' => __('Name'), 'sortable' => true, 'class' => 'hidden md:table-cell'],
+            ['key' => 'quantity', 'label' => __('Quantity')],
+            ['key' => 'average_cost_basis', 'label' => __('Average Cost Basis')],
+            ['key' => 'total_cost_basis', 'label' => __('Total Cost Basis'), 'class' => 'hidden md:table-cell'],
+            ['key' => 'market_data_market_value', 'label' => __('Market Value')],
+            ['key' => 'total_market_value', 'label' => __('Total Market Value'), 'class' => 'hidden md:table-cell'],
+            ['key' => 'market_gain_dollars', 'label' => __('Market Gain/Loss')],
+            ['key' => 'market_gain_percent', 'label' => __('Market Gain/Loss'), 'class' => 'hidden md:table-cell'],
+            ['key' => 'realized_gain_dollars', 'label' => __('Realized Gain/Loss')],
+            ['key' => 'dividends_earned', 'label' => __('Dividends Earned')],
+            ['key' => 'market_data_fifty_two_week_low', 'label' => __('52 week low'), 'class' => 'hidden md:table-cell'],
+            ['key' => 'market_data_fifty_two_week_high', 'label' => __('52 week high'), 'class' => 'hidden md:table-cell'],
+            ['key' => 'num_transactions', 'label' => __('Number of Transactions')],
+            ['key' => 'market_data_updated_at', 'label' => __('Last Refreshed')],
+        ];
+    }
+
+    public function holdings(): Collection
+    {
+
+        $holdings = $this->portfolio
+            ->holdings()
+            ->withCount(['transactions as num_transactions' => function ($query) {
+                return $query->whereRaw('transactions.symbol = holdings.symbol');
+            }])
+            ->orderBy(...array_values($this->sortBy))
+                        // ->where('holdings.quantity', '>', 0)
+            ->get();
+
+        return $holdings;
+    }
+
+    public function goToHolding($holding)
+    {
+        return $this->redirect(route('holding.show', ['portfolio' => $holding['portfolio_id'], 'symbol' => $holding['symbol']]));
+    }
+}; ?>
+
+
+<x-table 
+    :headers="$headers" 
+    :rows="$this->holdings()" 
+    :sort-by="$sortBy"
+    @row-click="$wire.goToHolding($event.detail)"
+>
+    @scope('cell_average_cost_basis', $row)
+        {{ Number::currency($row->average_cost_basis ?? 0, $row->market_data->currency) }}
+    
+    @endscope
+    @scope('cell_total_cost_basis', $row)
+        {{ Number::currency($row->total_cost_basis ?? 0, $row->market_data->currency) }}
+    @endscope
+    @scope('cell_realized_gain_dollars', $row)
+        {{ Number::currency($row->realized_gain_dollars ?? 0, $row->market_data->currency) }}
+    @endscope
+    @scope('cell_market_gain_dollars', $row)
+        {{ Number::currency($row->market_gain_dollars ?? 0, $row->market_data->currency) }}
+    @endscope
+    @scope('cell_market_gain_percent', $row)
+        <x-gain-loss-arrow-badge 
+            :cost-basis="$row->average_cost_basis"
+            :market-value="$row->market_data->market_value"  
+        />
+    @endscope
+    @scope('cell_market_data_market_value', $row)
+        {{ Number::currency($row->market_data_market_value ?? 0, $row->market_data->currency) }}
+    @endscope
+    @scope('cell_market_data_fifty_two_week_low', $row)
+        {{ Number::currency($row->market_data_fifty_two_week_low ?? 0, $row->market_data->currency) }}
+    @endscope
+    @scope('cell_market_data_fifty_two_week_high', $row)
+        {{ Number::currency($row->market_data_fifty_two_week_high ?? 0, $row->market_data->currency) }}
+    @endscope
+    @scope('cell_total_market_value', $row)
+        {{ Number::currency($row->total_market_value ?? 0, $row->market_data->currency) }}
+    @endscope
+    @scope('cell_dividends_earned', $row)
+        {{ Number::currency($row->dividends_earned ?? 0, $row->market_data->currency) }}
+    @endscope
+    @scope('cell_market_data_updated_at', $row)
+        {{ \Carbon\Carbon::parse($row->market_data_updated_at)->diffForHumans() }}
+    @endscope
+</x-table>