Files
investbrain/app/Models/Holding.php
T
hackerESQ 4c767d0001 wip
2024-08-24 22:51:45 -05:00

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3.2 KiB
PHP

<?php
namespace App\Models;
use App\Models\Dividend;
use Illuminate\Database\Eloquent\Model;
use Illuminate\Database\Eloquent\Concerns\HasUuids;
use Illuminate\Database\Eloquent\Factories\HasFactory;
class Holding extends Model
{
use HasFactory;
use HasUuids;
protected $with = ['market_data'];
protected $fillable = [
'portfolio_id',
'symbol',
'quantity',
'average_cost_basis',
'total_cost_basis',
'realized_gain_dollars',
'dividends_earned',
'splits_synced_at',
'dividends_synced_at'
];
protected $casts = [
'splits_synced_at' => 'datetime',
'dividends_synced_at' => 'datetime',
];
/**
* Market data for holding
*
* @return void
*/
public function market_data()
{
return $this->hasOne(MarketData::class, 'symbol', 'symbol');
}
/**
* Related transactions for holding
*
* @return void
*/
public function transactions()
{
return $this->hasMany(Transaction::class, 'symbol', 'symbol');
}
/**
* Related dividends for holding
*
* @return void
*/
public function dividends()
{
return $this->hasMany(Dividend::class, 'symbol', 'symbol');
}
/**
* Related portfolio for holding
*
* @return void
*/
public function portfolio()
{
return $this->belongsTo(Portfolio::class);
}
/**
* Related splits for holding
*
* @return void
*/
public function splits()
{
return $this->hasMany(Split::class, 'symbol', 'symbol');
}
public function scopePortfolio($query, $portfolio)
{
return $query->where('portfolio_id', $portfolio);
}
public function scopeWithoutWishlists($query) {
return $query->join('portfolios', 'portfolios.id', 'holdings.portfolio_id')
->where('portfolios.wishlist', 0);
}
public function scopeMyHoldings($query)
{
return $query->whereHas('portfolio', function($query) {
$query->whereRelation('users', 'id', auth()->user()->id);
});
}
public function scopeGetPortfolioMetrics($query)
{
$query->selectRaw('COALESCE(SUM(holdings.dividends_earned),0) AS total_dividends_earned')
->selectRaw('COALESCE(SUM(holdings.realized_gain_dollars),0) AS realized_gain_dollars')
->selectRaw('@total_market_value:=COALESCE(SUM(holdings.quantity * market_data.market_value),0) AS total_market_value')
->selectRaw('@sum_total_cost_basis:=COALESCE(SUM(holdings.total_cost_basis),0) AS total_cost_basis')
->selectRaw('@total_gain_dollars:=COALESCE((@total_market_value - @sum_total_cost_basis),0) AS total_gain_dollars')
->selectRaw('COALESCE((@total_gain_dollars / @sum_total_cost_basis) * 100,0) AS total_gain_percent')
->join('market_data', 'market_data.symbol', 'holdings.symbol');
}
public function scopeSymbol($query, $symbol)
{
return $query->where('symbol', $symbol);
}
// public function refreshDividends()
// {
// return Dividend::getDividendData($this->attributes['symbol']);
// }
}