109 lines
4.2 KiB
PHP
109 lines
4.2 KiB
PHP
<?php
|
|
|
|
declare(strict_types=1);
|
|
|
|
namespace App\Livewire\Tables;
|
|
|
|
use App\Models\Transaction;
|
|
use Carbon\Carbon;
|
|
use Filament\Actions\Concerns\InteractsWithActions;
|
|
use Filament\Actions\Contracts\HasActions;
|
|
use Filament\Schemas\Concerns\InteractsWithSchemas;
|
|
use Filament\Schemas\Contracts\HasSchemas;
|
|
use Filament\Support\Contracts\TranslatableContentDriver;
|
|
use Filament\Tables\Columns\TextColumn;
|
|
use Filament\Tables\Concerns\InteractsWithTable;
|
|
use Filament\Tables\Contracts\HasTable;
|
|
use Filament\Tables\Filters\SelectFilter;
|
|
use Filament\Tables\Table;
|
|
use Illuminate\Database\Eloquent\Builder;
|
|
use Illuminate\Support\Number;
|
|
use Livewire\Component;
|
|
|
|
class TransactionsTable extends Component implements HasActions, HasSchemas, HasTable
|
|
{
|
|
use InteractsWithActions;
|
|
use InteractsWithSchemas;
|
|
use InteractsWithTable;
|
|
|
|
public function makeFilamentTranslatableContentDriver(): ?TranslatableContentDriver
|
|
{
|
|
return null;
|
|
}
|
|
|
|
public function table(Table $table): Table
|
|
{
|
|
return $table
|
|
->filters([
|
|
SelectFilter::make('transaction_type')
|
|
->options([
|
|
'BUY' => 'BUY',
|
|
'SELL' => 'SELL',
|
|
]),
|
|
SelectFilter::make('portfolio')
|
|
->relationship('portfolio', 'title', fn (Builder $query) => $query->myPortfolios()),
|
|
])
|
|
->deferFilters(false)
|
|
->query(
|
|
Transaction::query()
|
|
->with(['portfolio', 'market_data'])
|
|
->myTransactions()
|
|
->addSelect(['transactions.*'])
|
|
->selectRaw('
|
|
(CASE
|
|
WHEN transaction_type = \'SELL\'
|
|
THEN COALESCE(transactions.sale_price, 0)
|
|
ELSE COALESCE((SELECT market_value FROM market_data WHERE market_data.symbol = transactions.symbol LIMIT 1), 0)
|
|
END) - COALESCE(transactions.cost_basis, 0) AS gain_dollars')
|
|
)
|
|
->defaultSort('date', 'desc')
|
|
->extremePaginationLinks()
|
|
->paginated([10])
|
|
->defaultPaginationPageOption(10)
|
|
->recordUrl(fn ($record) => route('holding.show', ['portfolio' => $record->portfolio_id, 'symbol' => $record->symbol]))
|
|
->columns([
|
|
TextColumn::make('date')
|
|
->label(__('Date'))
|
|
->sortable()
|
|
->formatStateUsing(fn ($state) => Carbon::parse($state)->format('M d, Y')),
|
|
TextColumn::make('portfolio.title')
|
|
->label(__('Portfolio'))
|
|
->sortable(),
|
|
TextColumn::make('symbol')
|
|
->label(__('Symbol'))
|
|
->sortable(),
|
|
TextColumn::make('market_data.name')
|
|
->label(__('Name'))
|
|
->sortable(),
|
|
TextColumn::make('transaction_type')
|
|
->label(__('Type'))
|
|
->sortable()
|
|
->html()
|
|
->formatStateUsing(fn ($state, $record) => view('components.ui.badge', [
|
|
'value' => $record->split ? 'SPLIT' : ($record->reinvested_dividend ? 'REINVEST' : $record->transaction_type),
|
|
'class' => ($record->transaction_type == 'BUY' ? 'badge-success' : 'badge-error').' badge-sm mr-3',
|
|
])->render()),
|
|
TextColumn::make('quantity')
|
|
->label(__('Quantity'))
|
|
->sortable(),
|
|
TextColumn::make('cost_basis')
|
|
->label(__('Cost Basis'))
|
|
->sortable()
|
|
->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data->currency)),
|
|
TextColumn::make('gain_dollars')
|
|
->label(__('Gain/Loss'))
|
|
->sortable()
|
|
->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data->currency)),
|
|
]);
|
|
}
|
|
|
|
public function render(): string
|
|
{
|
|
return <<<'HTML'
|
|
<div>
|
|
{{ $this->table }}
|
|
</div>
|
|
HTML;
|
|
}
|
|
}
|