Feat: Adds multi currency support (#88)
This commit is contained in:
hackerESQ
@@ -0,0 +1,246 @@
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<?php
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use App\Models\Currency;
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use App\Models\MarketData;
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use App\Models\Portfolio;
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use App\Models\Transaction;
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use App\Rules\QuantityValidationRule;
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use App\Rules\SymbolValidationRule;
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use App\Traits\WithTrimStrings;
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use Illuminate\Support\Collection;
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use Livewire\Volt\Component;
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use Mary\Traits\Toast;
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new class extends Component
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{
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use Toast;
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use WithTrimStrings;
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// props
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public ?Portfolio $portfolio;
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public ?Transaction $transaction;
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public ?string $portfolio_id;
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public string $symbol;
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public string $transaction_type;
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public string $date;
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public float $quantity;
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public ?float $cost_basis;
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public ?float $sale_price;
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public bool $confirmingTransactionDeletion = false;
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public Collection $currencies;
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public string $currency;
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// methods
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public function rules()
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{
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return [
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'symbol' => ['required', 'string', new SymbolValidationRule],
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'transaction_type' => 'required|string|in:BUY,SELL',
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'portfolio_id' => 'required|exists:portfolios,id',
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'date' => ['required', 'date_format:Y-m-d', 'before_or_equal:'.now()->toDateString()],
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'quantity' => [
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'required',
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'numeric',
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'gt:0',
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new QuantityValidationRule($this->portfolio, $this->symbol, $this->transaction_type, $this->date),
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],
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'currency' => ['required', 'exists:currencies,currency'],
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'cost_basis' => 'exclude_if:transaction_type,SELL|min:0|numeric',
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'sale_price' => 'exclude_if:transaction_type,BUY|min:0|numeric',
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];
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}
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public function mount()
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{
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$this->currencies = Currency::list();
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$this->currency = auth()->user()->getCurrency();
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if (isset($this->transaction)) {
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$this->currency = $this->transaction->market_data->currency;
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$this->symbol = $this->transaction->symbol;
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$this->transaction_type = $this->transaction->transaction_type;
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$this->portfolio_id = $this->transaction->portfolio_id;
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$this->date = $this->transaction->date->toDateString();
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$this->quantity = $this->transaction->quantity;
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$this->cost_basis = $this->transaction->cost_basis;
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$this->sale_price = $this->transaction->sale_price;
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} else {
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if (isset($this->symbol)) {
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$this->currency = MarketData::getMarketData($this->symbol)?->currency;
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}
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$this->transaction_type = 'BUY';
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$this->portfolio_id = isset($this->portfolio) ? $this->portfolio->id : '';
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$this->date = now()->toDateString();
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}
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}
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public function update()
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{
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$this->authorize('fullAccess', $this->portfolio);
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$this->transaction->update($this->validate());
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$this->transaction->save();
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$this->success(__('Transaction updated'));
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$this->dispatch('toggle-manage-transaction');
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$this->dispatch('transaction-updated');
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}
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public function save()
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{
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if (! isset($this->portfolio)) {
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$this->portfolio = Portfolio::find($this->portfolio_id);
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}
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$this->authorize('fullAccess', $this->portfolio);
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$validated = $this->validate();
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$transaction = $this->portfolio->transactions()->create($validated);
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$transaction->save();
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$this->dispatch('transaction-saved');
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$this->success(__('Transaction created'), redirectTo: route('holding.show', ['portfolio' => $this->portfolio->id, 'symbol' => $transaction->symbol]));
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}
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public function delete()
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{
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$this->authorize('fullAccess', $this->portfolio);
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$this->transaction->delete();
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$this->success(__('Transaction deleted'), redirectTo: route('holding.show', ['portfolio' => $this->portfolio->id, 'symbol' => $this->symbol]));
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}
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}; ?>
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<div class="" x-data="{ transaction_type: @entangle('transaction_type') }">
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<x-ib-form wire:submit="{{ $transaction ? 'update' : 'save' }}" class="">
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@if(empty($portfolio))
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<x-select
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label="{{ __('Portfolio') }}"
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wire:model="portfolio_id"
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required
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:options="auth()->user()->portfolios()->fullAccess()->get()"
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option-label="title"
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placeholder="Select a portfolio"
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/>
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@endif
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<x-input label="{{ __('Symbol') }}" wire:model="symbol" required />
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<x-select label="{{ __('Transaction Type') }}" :options="[
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['id' => 'BUY', 'name' => 'Buy'],
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['id' => 'SELL', 'name' => 'Sell']
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]" wire:model.live="transaction_type" />
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<x-datetime label="{{ __('Transaction Date') }}" wire:model="date" required />
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<x-input label="{{ __('Quantity') }}" type="number" step="any" wire:model="quantity" required />
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@if($transaction_type == 'SELL')
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<x-input
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label="{{ __('Sale Price') }}"
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wire:model.number="sale_price"
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required
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type="number"
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step="any"
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>
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<x-slot:prepend>
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<x-select
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class="rounded-e-none border-e-0 bg-base-200"
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icon="o-banknotes"
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:options="$currencies"
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option-value="currency"
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option-label="currency"
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wire:model="currency"
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id="currency"
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/>
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</x-slot:prepend>
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</x-input>
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@else
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<x-input
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label="{{ __('Cost Basis') }}"
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wire:model.number="cost_basis"
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required
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type="number"
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step="any"
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>
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<x-slot:prepend>
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<x-select
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class="rounded-e-none border-e-0 bg-base-200"
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icon="o-banknotes"
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:options="$currencies"
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option-value="currency"
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option-label="currency"
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wire:model="currency"
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id="currency"
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/>
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</x-slot:prepend>
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</x-input>
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@endif
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<x-slot:actions>
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@if ($transaction)
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<x-button
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wire:click="$toggle('confirmingTransactionDeletion')"
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wire:loading.attr="disabled"
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class="btn text-error"
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title="{{ __('Delete Transaction') }}"
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label="{{ __('Delete Transaction') }}"
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/>
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@endif
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<x-button
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label="{{ $transaction ? __('Update') : __('Create') }}"
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type="submit"
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icon="o-paper-airplane"
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class="btn-primary"
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spinner="{{ $transaction ? 'update' : 'save' }}"
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/>
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</x-slot:actions>
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</x-ib-form>
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<x-confirmation-modal wire:model.live="confirmingTransactionDeletion">
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<x-slot name="title">
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{{ __('Delete Transaction') }}
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</x-slot>
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<x-slot name="content">
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{{ __('Are you sure you want to delete this transaction?') }}
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</x-slot>
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<x-slot name="footer">
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<x-button class="btn-outline" wire:click="$toggle('confirmingTransactionDeletion')" wire:loading.attr="disabled">
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{{ __('Cancel') }}
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</x-secondary-button>
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<x-button class="ms-3 btn-error text-white" wire:click="delete" wire:loading.attr="disabled">
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{{ __('Delete Transaction') }}
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</x-button>
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</x-slot>
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</x-confirmation-modal>
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</div>
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@@ -0,0 +1,154 @@
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<?php
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use App\Models\Portfolio;
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use App\Models\Transaction;
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use Illuminate\Support\Collection;
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use Livewire\Volt\Component;
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use Mary\Traits\Toast;
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new class extends Component
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{
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use Toast;
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// props
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public Collection $transactions;
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public ?Portfolio $portfolio;
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public ?Transaction $editingTransaction;
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public bool $shouldGoToHolding = true;
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public bool $showPortfolio = false;
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public bool $paginate = true;
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public int $perPage = 5;
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public int $offset = 0;
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protected $listeners = [
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'transaction-updated' => '$refresh',
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'transaction-saved' => '$refresh',
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];
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// methods
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public function showTransactionDialog($transactionId)
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{
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if (! auth()->user()->can('fullAccess', $this->portfolio)) {
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$this->error(__('You do not have permission to manage transactions for this portfolio'));
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return;
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}
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$this->editingTransaction = Transaction::findOrFail($transactionId);
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$this->dispatch('toggle-manage-transaction');
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}
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public function goToHolding($holding)
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{
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return $this->redirect(route('holding.show', ['portfolio' => $holding['portfolio_id'], 'symbol' => $holding['symbol']]));
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}
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public function updateOffset($amount = 0)
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{
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$this->offset = $this->offset + $amount;
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}
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}; ?>
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<div class="">
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@foreach($transactions->sortByDesc('date')->slice($offset)->take($perPage) as $transaction)
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<x-list-item
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no-separator
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:item="$transaction"
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class="cursor-pointer"
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x-data="{ loading: false, timeout: null }"
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:key="$transaction->id"
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@click="
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if ($wire.shouldGoToHolding) {
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$wire.goToHolding({{ $transaction }})
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return;
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}
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timeout = setTimeout(() => { loading = true }, 200);
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$wire.showTransactionDialog('{{ $transaction->id }}').then(() => {
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clearTimeout(timeout);
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loading = false;
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})
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"
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>
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<x-slot:value class="flex items-center">
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<x-badge
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:value="$transaction->split
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? 'SPLIT'
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: ($transaction->reinvested_dividend
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? 'REINVEST'
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: $transaction->transaction_type)"
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class="{{ $transaction->transaction_type == 'BUY'
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? 'badge-success'
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: 'badge-error' }} badge-sm mr-3"
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/>
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{{ $transaction->symbol }}
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({{ $transaction->quantity }}
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@ {{ Number::currency(
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$transaction->transaction_type == 'BUY'
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? $transaction->cost_basis
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: $transaction->sale_price,
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$transaction->market_data->currency
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) }})
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<x-loading x-show="loading" x-cloak class="text-gray-400 ml-2" />
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</x-slot:value>
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<x-slot:sub-value>
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@if($showPortfolio)
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<span title="{{ __('Portfolio') }}">{{ $transaction->portfolio->title }} </span>
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·
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@endif
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<span title="{{ __('Transaction Date') }}">{{ $transaction->date->format('F j, Y') }} </span>
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</x-slot:sub-value>
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</x-list-item>
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@endforeach
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@if ($paginate && count($transactions) > $perPage)
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<div class="flex justify-between">
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<span>
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@if($offset > 0)
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<x-button
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class="btn btn-sm btn-ghost text-secondary"
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wire:click="updateOffset(-{{ $perPage }})"
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>
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{!! __('pagination.previous') !!}
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</x-button>
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@endif
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</span>
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<span>
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@if(count($transactions) - $offset > $offset)
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<x-button
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class="btn btn-sm btn-ghost text-secondary"
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wire:click="updateOffset({{ $perPage }})"
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>
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{!! __('pagination.next') !!}
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</x-button>
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@endif
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</span>
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</div>
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@endif
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<x-ib-alpine-modal
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key="manage-transaction"
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title="{{ __('Manage Transaction') }}"
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>
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@livewire('manage-transaction-form', [
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'portfolio' => $portfolio,
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'transaction' => $editingTransaction,
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], key($editingTransaction?->id.rand()))
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</x-ib-alpine-modal>
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</div>
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@@ -0,0 +1,124 @@
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<?php
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use App\Models\Transaction;
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use App\Models\User;
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use Livewire\Volt\Component;
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use Livewire\WithPagination;
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use App\Models\Currency;
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new class extends Component
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{
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use WithPagination;
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// props
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public User $user;
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public ?Transaction $editingTransaction;
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protected $listeners = [
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'transaction-updated' => '$refresh',
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'transaction-saved' => '$refresh',
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];
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public array $sortBy = ['column' => 'date', 'direction' => 'desc'];
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public array $headers;
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// methods
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public function goToHolding($holding)
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{
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return $this->redirect(route('holding.show', ['portfolio' => $holding['portfolio_id'], 'symbol' => $holding['symbol']]));
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}
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public function mount()
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{
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$this->headers = [
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['key' => 'date', 'label' => __('Date'), 'sortable' => true],
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['key' => 'portfolio_title', 'label' => __('Portfolio')],
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['key' => 'symbol', 'label' => __('Symbol'), 'class' => ''],
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['key' => 'market_data_name', 'label' => __('Name')],
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['key' => 'transaction_type', 'label' => __('Type')],
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['key' => 'split', 'label' => __('Split')],
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['key' => 'quantity', 'label' => __('Quantity')],
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['key' => 'cost_basis', 'label' => __('Cost Basis')],
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['key' => 'gain_dollars', 'label' => __('Gain/Loss')],
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];
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}
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public function transactions()
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{
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return auth()
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->user()
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->transactions()
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->orderBy(...array_values($this->sortBy))
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->paginate(10);
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}
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}; ?>
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<div class="">
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<x-table
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:headers="$headers"
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:rows="$this->transactions()"
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x-data="{ loadingId: null, timeout: null }"
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@row-click="
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timeout = setTimeout(() => { loadingId = $event.detail.id }, 200);
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$wire.goToHolding($event.detail).then(() => {
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clearTimeout(timeout);
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loadingId = null;
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})
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"
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:sort-by="$sortBy"
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with-pagination
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>
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@scope('cell_symbol', $row)
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<span class="flex">
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{{ $row->symbol }}
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<x-loading x-show="loadingId === '{{ $row->id }}'" x-cloak class="text-gray-400 ml-2" />
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</span>
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@endscope
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@scope('cell_date', $row)
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{{ $row->date->format('M d, Y') }}
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@endscope
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@scope('cell_split', $row)
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{{ $row->split ? __('Yes') : '' }}
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@endscope
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@scope('cell_transaction_type', $row)
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<x-badge
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:value="$row->split
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? 'SPLIT'
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: ($row->reinvested_dividend
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? 'REINVEST'
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: $row->transaction_type)"
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class="{{ $row->transaction_type == 'BUY'
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? 'badge-success'
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: 'badge-error' }} badge-sm mr-3"
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/>
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@endscope
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@scope('cell_cost_basis', $row)
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{{ Number::currency($row->cost_basis ?? 0, $row->market_data->currency) }}
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@endscope
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@scope('cell_total_cost_basis', $row)
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{{ Number::currency($row->total_cost_basis ?? 0, $row->market_data->currency) }}
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@endscope
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@scope('cell_gain_dollars', $row)
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{{ Number::currency($row->gain_dollars ?? 0, $row->market_data->currency) }}
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@endscope
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@scope('cell_market_data_market_value', $row)
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{{ Number::currency($row->market_data_market_value ?? 0, $row->market_data->currency) }}
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@endscope
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@scope('cell_total_market_value', $row)
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{{ Number::currency($row->total_market_value ?? 0, $row->market_data->currency) }}
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@endscope
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</x-table>
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<x-ib-alpine-modal
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key="manage-transaction"
|
||||
title="Manage Transaction"
|
||||
>
|
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@livewire('manage-transaction-form', [
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'transaction' => $editingTransaction,
|
||||
], key($editingTransaction->id ?? 'new'))
|
||||
|
||||
</x-ib-alpine-modal>
|
||||
</div>
|
||||
Reference in New Issue
Block a user