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 +1,156 @@
+<?php
+
+use App\Models\DailyChange;
+use App\Models\Portfolio;
+use Livewire\Volt\Component;
+
+new class extends Component
+{
+    // props
+    public ?Portfolio $portfolio;
+
+    public string $name = 'portfolio';
+
+    public string $scope = 'YTD';
+
+    public array $scopeOptions = [
+        ['id' => '1M', 'name' => '1 month', 'method' => 'subMonths', 'args' => [1]],
+        ['id' => '3M', 'name' => '3 months', 'method' => 'subMonths', 'args' => [3]],
+        ['id' => 'YTD', 'name' => 'Year to date', 'method' => 'startOfYear', 'args' => []],
+        ['id' => '1Y', 'name' => '1 year', 'method' => 'subYears', 'args' => [1]],
+        ['id' => '3Y', 'name' => '3 years', 'method' => 'subYears', 'args' => [3]],
+        ['id' => 'ALL', 'name' => 'All time', 'method' => null],
+    ];
+
+    // data
+    public array $chartSeries;
+
+    // methods
+    public function mount()
+    {
+        $this->chartSeries = $this->generatePerformanceData();
+    }
+
+    public function generatePerformanceData()
+    {
+        $filterMethod = collect($this->scopeOptions)->where('id', $this->scope)->first();
+
+        $dailyChangeQuery = DailyChange::withDailyPerformance();
+
+        if (isset($this->portfolio)) {
+
+            // portfolio
+            $dailyChangeQuery->portfolio($this->portfolio->id);
+
+        } else {
+
+            // dashboard
+            $dailyChangeQuery->myDailyChanges()->withoutWishlists();
+        }
+
+        if ($filterMethod['method']) {
+
+            $dailyChangeQuery->whereDate('daily_change.date', '>=', now()->{$filterMethod['method']}(...$filterMethod['args']));
+        }
+
+        $dailyChange = $dailyChangeQuery->get();
+
+        $dailyChange = $dailyChange
+            ->sortBy('date')
+            ->groupBy('date')
+            ->map(function ($group) {
+                return (object) [
+                    'date' => $group->first()->date->toDateString(),
+                    'total_market_value' => $group->sum('total_market_value'),
+                    'total_cost_basis' => $group->sum('total_cost_basis'),
+                    'total_gain' => $group->sum('total_gain'),
+                    'realized_gain_dollars' => $group->sum('realized_gain_dollars'),
+                    'total_dividends_earned' => $group->sum('total_dividends_earned'),
+                ];
+            })
+            ->values();
+
+        return [
+            'series' => [
+                [
+                    'name' => __('Market Value'),
+                    'data' => $dailyChange->map(fn ($data) => [$data->date, $data->total_market_value])->toArray(),
+                ],
+                [
+                    'name' => __('Cost Basis'),
+                    'data' => $dailyChange->map(fn ($data) => [$data->date, $data->total_cost_basis])->toArray(),
+                ],
+                [
+                    'name' => __('Market Gain'),
+                    'data' => $dailyChange->map(fn ($data) => [$data->date, $data->total_gain])->toArray(),
+                ],
+
+                // [
+                //     'name' => __('Dividends Earned'),
+                //     'data' => $dailyChange->map(fn($data) => [$data->date, $data->total_dividends_earned])->toArray()
+                // ],
+                // [
+                //     'name' => __('Realized Gains'),
+                //     'data' => $dailyChange->map(fn($data) => [$data->date, $data->realized_gains])->toArray()
+                // ],
+            ],
+        ];
+    }
+
+    public function changeScope($scope)
+    {
+        $this->scope = $scope;
+
+        $this->chartSeries = $this->generatePerformanceData();
+    }
+
+    public function getScopeName($scope)
+    {
+        return collect($this->scopeOptions)->where('id', $scope)->first()['name'];
+    }
+}; ?>
+
+<x-card class="bg-slate-100 dark:bg-base-200 rounded-lg mb-6">
+    <div class="flex flex-col md:flex-row md:justify-between mb-2">
+                    
+        <div class="flex flex-col md:flex-row items-start md:items-center">
+            
+            <h2 class="text-xl mb-2 md:mb-0 md:mr-4">{{ __('Performance') }}</h2>
+
+            <div id="chart-legend-{{ $name }}" class="flex space-between whitespace-nowrap mb-2 md:mb-0"></div>
+            
+        </div>
+        
+        <div class="flex items-center" x-data="{ loading: false }">
+            {{-- <x-button title="{{ __('Reset chart') }}" icon="o-arrow-path" class="btn-ghost btn-sm btn-circle mr-2" id="chart-reset-zoom-{{ $name }}" /> --}}
+
+            <x-loading x-show="loading" x-cloak class="text-gray-400 ml-2" />
+
+            <x-dropdown title="{{ __('Choose time period') }}" label="{{ $scope }}" class="btn-xs md:btn-sm btn-outline" x-bind:disabled="loading">
+                    
+                @foreach($scopeOptions as $option)
+
+                    <x-menu-item 
+                        title="{{ $option['name'] }}" 
+                        @click="
+                            timeout = setTimeout(() => { loading = true }, 200);
+                            $wire.changeScope('{{ $option['id'] }}').then(() => {
+                                clearTimeout(timeout);
+                                loading = false;
+                            })
+                        "
+                    />
+            
+                @endforeach
+
+            </x-dropdown>
+        </div>
+    </div>
+
+    <div
+        class="h-[280px] mb-5"
+    >
+        <x-ib-apex-chart :series-data="$chartSeries" :name="$name" />
+    </div>
+
+</x-card>