Feat: Adds multi currency support (#88)
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hackerESQ
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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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