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investbrain/resources/views/portfolio/portfolio-performance-chart.blade.php
T
hackerESQ e24f932c0f wip
2025-08-19 21:47:27 -05:00

149 lines
5.0 KiB
PHP

<?php
use App\Models\DailyChange;
use App\Models\Portfolio;
use Livewire\Volt\Component;
new class extends Component
{
// props
public ?Portfolio $portfolio;
public string $name = 'portfolio';
public string $scope = 'YTD';
public array $scopeOptions = [
['id' => '1M', 'name' => '1 month', 'method' => 'subMonths', 'args' => [1]],
['id' => '3M', 'name' => '3 months', 'method' => 'subMonths', 'args' => [3]],
['id' => 'YTD', 'name' => 'Year to date', 'method' => 'startOfYear', 'args' => []],
['id' => '1Y', 'name' => '1 year', 'method' => 'subYears', 'args' => [1]],
['id' => '3Y', 'name' => '3 years', 'method' => 'subYears', 'args' => [3]],
['id' => 'ALL', 'name' => 'All time', 'method' => null],
];
// data
public array $chartSeries;
// methods
public function mount()
{
$this->chartSeries = $this->generatePerformanceData();
}
public function generatePerformanceData()
{
$filterMethod = collect($this->scopeOptions)->where('id', $this->scope)->first();
$dailyChangeQuery = DailyChange::withDailyPerformance();
if (isset($this->portfolio)) {
// portfolio
$dailyChangeQuery = $dailyChangeQuery->portfolio($this->portfolio->id);
} else {
// dashboard
$dailyChangeQuery = $dailyChangeQuery->myDailyChanges()->withoutWishlists();
}
if ($filterMethod['method']) {
$dailyChangeQuery = $dailyChangeQuery->whereDate('daily_change.date', '>=', now()->{$filterMethod['method']}(...$filterMethod['args']));
}
$dailyChange = cache()->remember(
'graph-'.$this->scope.'-'.(isset($this->portfolio) ? $this->portfolio->id : request()->user()->id),
30,
function () use ($dailyChangeQuery) {
return $dailyChangeQuery->getDailyPerformance();
}
);
return [
'series' => [
[
'name' => __('Market Value'),
'data' => $dailyChange->map(fn ($data) => [$data->date, $data->total_market_value])->toArray(),
],
[
'name' => __('Cost Basis'),
'data' => $dailyChange->map(fn ($data) => [$data->date, $data->total_cost_basis])->toArray(),
],
[
'name' => __('Market Gain'),
'data' => $dailyChange->map(fn ($data) => [$data->date, $data->total_gain])->toArray(),
],
// [
// 'name' => __('Dividends Earned'),
// 'data' => $dailyChange->map(fn($data) => [$data->date, $data->total_dividends_earned])->toArray()
// ],
// [
// 'name' => __('Realized Gains'),
// 'data' => $dailyChange->map(fn($data) => [$data->date, $data->realized_gains])->toArray()
// ],
],
];
}
public function changeScope($scope)
{
$this->scope = $scope;
cache()->forget('graph-'.isset($this->portfolio) ? $this->portfolio->id : request()->user()->id);
$this->chartSeries = $this->generatePerformanceData();
}
public function getScopeName($scope)
{
return collect($this->scopeOptions)->where('id', $scope)->first()['name'];
}
}; ?>
<x-card class="bg-slate-100 dark:bg-base-200 rounded-lg mb-6">
<div class="flex flex-col md:flex-row md:justify-between mb-2">
<div class="flex flex-col md:flex-row items-start md:items-center">
<h2 class="text-xl mb-2 md:mb-0 md:mr-4">{{ __('Performance') }}</h2>
<div id="chart-legend-{{ $name }}" class="flex space-between whitespace-nowrap mb-2 md:mb-0"></div>
</div>
<div class="flex items-center" x-data="{ loading: false }">
{{-- <x-button title="{{ __('Reset chart') }}" icon="o-arrow-path" class="btn-ghost btn-sm btn-circle mr-2" id="chart-reset-zoom-{{ $name }}" /> --}}
<x-loading x-show="loading" x-cloak class="text-gray-400 ml-2" />
<x-dropdown title="{{ __('Choose time period') }}" label="{{ $scope }}" class="btn-xs md:btn-sm btn-outline" x-bind:disabled="loading">
@foreach($scopeOptions as $option)
<x-menu-item
title="{{ $option['name'] }}"
@click="
timeout = setTimeout(() => { loading = true }, 200);
$wire.changeScope('{{ $option['id'] }}').then(() => {
clearTimeout(timeout);
loading = false;
})
"
/>
@endforeach
</x-dropdown>
</div>
</div>
<div
class="h-[280px] mb-5"
>
<x-ib-apex-chart :series-data="$chartSeries" :name="$name" />
</div>
</x-card>