hackerESQ
102 lines
4.6 KiB
PHP
102 lines
4.6 KiB
PHP
<?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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new class extends Component {
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// props
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public Portfolio $portfolio;
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public array $sortBy = ['column' => 'symbol', 'direction' => 'asc'];
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public array $headers;
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public function mount()
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{
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$this->headers = [
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['key' => 'symbol', 'label' => __('Symbol'), 'class' => ''],
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['key' => 'market_data_name', 'label' => __('Name'), 'sortable' => true],
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['key' => 'quantity', 'label' => __('Quantity')],
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['key' => 'average_cost_basis', 'label' => __('Average Cost Basis')],
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['key' => 'total_cost_basis', 'label' => __('Total Cost Basis')],
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['key' => 'market_data_market_value', 'label' => __('Market Value')],
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['key' => 'total_market_value', 'label' => __('Total Market Value')],
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['key' => 'market_gain_dollars', 'label' => __('Market Gain/Loss')],
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['key' => 'market_gain_percent', 'label' => __('Market Gain/Loss')],
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['key' => 'realized_gain_dollars', 'label' => __('Realized Gain/Loss')],
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['key' => 'dividends_earned', 'label' => __('Dividends Earned')],
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['key' => 'market_data_fifty_two_week_low', 'label' => __('52 week low')],
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['key' => 'market_data_fifty_two_week_high', 'label' => __('52 week high')],
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['key' => 'num_transactions', 'label' => __('Number of Transactions')],
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['key' => 'market_data_updated_at', 'label' => __('Market Data Age')],
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];
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}
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public function holdings(): Collection
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{
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return $this->portfolio
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->holdings()
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->withCount(['transactions as num_transactions' => function ($query) {
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$query->portfolio($this->portfolio->id);
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}])
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->withAggregate('market_data', 'name')
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->withAggregate('market_data', 'market_value')
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->withAggregate('market_data', 'fifty_two_week_low')
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->withAggregate('market_data', 'fifty_two_week_high')
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->withAggregate('market_data', 'updated_at')
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->selectRaw('(market_data.market_value * holdings.quantity) AS total_market_value')
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->selectRaw('((market_data.market_value - holdings.average_cost_basis) * holdings.quantity) AS market_gain_dollars')
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->selectRaw('(((market_data.market_value - holdings.average_cost_basis) / holdings.average_cost_basis) * 100) AS market_gain_percent')
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->join('market_data', 'holdings.symbol', 'market_data.symbol')
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->orderBy(...array_values($this->sortBy))
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->where('quantity', '>', 0)
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->get();
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}
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}; ?>
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<div class="">
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<x-table wire:loading.remove :headers="$headers" :rows="$this->holdings()" :sort-by="$sortBy">
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@scope('cell_average_cost_basis', $row)
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{{ Number::currency($row->average_cost_basis ?? 0) }}
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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) }}
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@endscope
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@scope('cell_realized_gain_dollars', $row)
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{{ Number::currency($row->realized_gain_dollars ?? 0) }}
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@endscope
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@scope('cell_market_gain_dollars', $row)
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{{ Number::currency($row->market_gain_dollars ?? 0) }}
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@endscope
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@scope('cell_market_gain_percent', $row)
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{{ Number::percentage($row->market_gain_percent ?? 0) }}
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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) }}
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@endscope
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@scope('cell_market_data_fifty_two_week_low', $row)
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{{ Number::currency($row->market_data_fifty_two_week_low ?? 0) }}
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@endscope
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@scope('cell_market_data_fifty_two_week_high', $row)
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{{ Number::currency($row->market_data_fifty_two_week_high ?? 0) }}
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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) }}
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@endscope
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@scope('cell_dividends_earned', $row)
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{{ Number::currency($row->dividends_earned ?? 0) }}
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@endscope
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@scope('cell_dividends_earned', $row)
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{{ Number::currency($row->dividends_earned ?? 0) }}
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@endscope
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@scope('cell_market_data_updated_at', $row)
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{{ \Carbon\Carbon::parse($row->market_data_updated_at)->diffForHumans() }}
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@endscope
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</x-table>
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</div>
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