boersenchecker
This commit is contained in:
402
modules/boersenchecker/bootstrap.php
Normal file
402
modules/boersenchecker/bootstrap.php
Normal file
@@ -0,0 +1,402 @@
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<?php
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declare(strict_types=1);
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use App\ModuleConfigException;
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spl_autoload_register(static function (string $class): void {
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$prefix = 'Modules\\MiningChecker\\';
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if (!str_starts_with($class, $prefix)) {
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return;
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}
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$file = dirname(__DIR__) . '/mining-checker/src/' . str_replace('\\', '/', substr($class, strlen($prefix))) . '.php';
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if (is_file($file)) {
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require_once $file;
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}
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});
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spl_autoload_register(static function (string $class): void {
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$prefix = 'Modules\\Boersenchecker\\';
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if (!str_starts_with($class, $prefix)) {
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return;
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}
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$file = __DIR__ . '/src/' . str_replace('\\', '/', substr($class, strlen($prefix))) . '.php';
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if (is_file($file)) {
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require_once $file;
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}
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});
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$moduleName = 'boersenchecker';
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$mm = isset($modules) && $modules instanceof App\ModuleManager ? $modules : modules();
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$mm->registerFunction($moduleName, 'table', static function (string $name): string {
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$prefix = 'boersencheck_';
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$sanitized = preg_replace('/[^a-zA-Z0-9_]/', '', $name);
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return $prefix . $sanitized;
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});
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$mm->registerFunction($moduleName, 'pdo', function () use ($moduleName): \PDO {
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$settings = modules()->settings($moduleName);
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$useSeparate = !empty($settings['use_separate_db']);
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if ($useSeparate) {
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$module = modules()->get($moduleName);
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$fallback = $module['db_defaults'] ?? [];
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return modules()->modulePdo($moduleName, $fallback);
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}
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$base = app()->basePdo();
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if ($base instanceof \PDO) {
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return $base;
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}
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throw new ModuleConfigException(
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$moduleName,
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'Base-DB ist deaktiviert. Bitte Base-DB aktivieren oder eine eigene Modul-DB konfigurieren.'
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);
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});
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$mm->registerFunction($moduleName, 'ensure_schema', function () use ($moduleName): void {
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$pdo = module_fn($moduleName, 'pdo');
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$table = static fn (string $name): string => module_fn($moduleName, 'table', $name);
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$driver = strtolower((string) $pdo->getAttribute(PDO::ATTR_DRIVER_NAME));
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$portfolioTable = $table('portfolios');
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$instrumentTable = $table('instruments');
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$positionTable = $table('positions');
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$quoteTable = $table('quotes');
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if ($driver === 'pgsql') {
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$pdo->exec("CREATE TABLE IF NOT EXISTS {$portfolioTable} (
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id SERIAL PRIMARY KEY,
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owner_sub VARCHAR(190) NOT NULL,
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name VARCHAR(190) NOT NULL,
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base_currency VARCHAR(10) NOT NULL DEFAULT 'EUR',
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notes TEXT NULL,
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created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
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updated_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP
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)");
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$pdo->exec("CREATE TABLE IF NOT EXISTS {$instrumentTable} (
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id SERIAL PRIMARY KEY,
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isin VARCHAR(32) NULL,
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wkn VARCHAR(32) NULL,
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symbol VARCHAR(32) NULL,
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name VARCHAR(255) NOT NULL,
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quote_currency VARCHAR(10) NOT NULL DEFAULT 'EUR',
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market VARCHAR(120) NULL,
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created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
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updated_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP
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)");
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$pdo->exec("CREATE TABLE IF NOT EXISTS {$positionTable} (
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id SERIAL PRIMARY KEY,
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owner_sub VARCHAR(190) NOT NULL,
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portfolio_id INTEGER NOT NULL,
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instrument_id INTEGER NOT NULL,
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quantity NUMERIC(20,6) NOT NULL,
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purchase_price NUMERIC(20,8) NOT NULL,
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purchase_currency VARCHAR(10) NOT NULL,
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purchase_date DATE NOT NULL,
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fees NUMERIC(20,8) NULL,
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notes TEXT NULL,
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created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
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updated_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP
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)");
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$pdo->exec("CREATE TABLE IF NOT EXISTS {$quoteTable} (
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id SERIAL PRIMARY KEY,
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instrument_id INTEGER NOT NULL,
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price NUMERIC(20,8) NOT NULL,
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currency VARCHAR(10) NOT NULL,
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quoted_at TIMESTAMP NOT NULL,
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source VARCHAR(64) NOT NULL DEFAULT 'manual',
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created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP
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)");
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$pdo->exec("CREATE INDEX IF NOT EXISTS {$portfolioTable}_owner_idx ON {$portfolioTable} (owner_sub)");
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$pdo->exec("CREATE UNIQUE INDEX IF NOT EXISTS {$instrumentTable}_isin_uniq ON {$instrumentTable} (isin) WHERE isin IS NOT NULL");
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$pdo->exec("CREATE INDEX IF NOT EXISTS {$instrumentTable}_symbol_idx ON {$instrumentTable} (symbol)");
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$pdo->exec("CREATE INDEX IF NOT EXISTS {$positionTable}_owner_idx ON {$positionTable} (owner_sub)");
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$pdo->exec("CREATE INDEX IF NOT EXISTS {$positionTable}_portfolio_idx ON {$positionTable} (portfolio_id)");
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$pdo->exec("CREATE INDEX IF NOT EXISTS {$positionTable}_instrument_idx ON {$positionTable} (instrument_id)");
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$pdo->exec("CREATE INDEX IF NOT EXISTS {$quoteTable}_instrument_time_idx ON {$quoteTable} (instrument_id, quoted_at DESC)");
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} elseif ($driver === 'mysql') {
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$pdo->exec("CREATE TABLE IF NOT EXISTS {$portfolioTable} (
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id INTEGER PRIMARY KEY AUTO_INCREMENT,
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owner_sub VARCHAR(190) NOT NULL,
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name VARCHAR(190) NOT NULL,
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base_currency VARCHAR(10) NOT NULL DEFAULT 'EUR',
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notes TEXT NULL,
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created_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
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updated_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
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KEY {$portfolioTable}_owner_idx (owner_sub)
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)");
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$pdo->exec("CREATE TABLE IF NOT EXISTS {$instrumentTable} (
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id INTEGER PRIMARY KEY AUTO_INCREMENT,
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isin VARCHAR(32) NULL,
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wkn VARCHAR(32) NULL,
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symbol VARCHAR(32) NULL,
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name VARCHAR(255) NOT NULL,
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quote_currency VARCHAR(10) NOT NULL DEFAULT 'EUR',
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market VARCHAR(120) NULL,
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created_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
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updated_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
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UNIQUE KEY {$instrumentTable}_isin_uniq (isin),
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KEY {$instrumentTable}_symbol_idx (symbol)
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)");
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$pdo->exec("CREATE TABLE IF NOT EXISTS {$positionTable} (
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id INTEGER PRIMARY KEY AUTO_INCREMENT,
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owner_sub VARCHAR(190) NOT NULL,
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portfolio_id INTEGER NOT NULL,
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instrument_id INTEGER NOT NULL,
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quantity DECIMAL(20,6) NOT NULL,
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purchase_price DECIMAL(20,8) NOT NULL,
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purchase_currency VARCHAR(10) NOT NULL,
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purchase_date DATE NOT NULL,
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fees DECIMAL(20,8) NULL,
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notes TEXT NULL,
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created_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
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updated_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
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KEY {$positionTable}_owner_idx (owner_sub),
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KEY {$positionTable}_portfolio_idx (portfolio_id),
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KEY {$positionTable}_instrument_idx (instrument_id)
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)");
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$pdo->exec("CREATE TABLE IF NOT EXISTS {$quoteTable} (
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id INTEGER PRIMARY KEY AUTO_INCREMENT,
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instrument_id INTEGER NOT NULL,
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price DECIMAL(20,8) NOT NULL,
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currency VARCHAR(10) NOT NULL,
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quoted_at DATETIME NOT NULL,
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source VARCHAR(64) NOT NULL DEFAULT 'manual',
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created_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
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KEY {$quoteTable}_instrument_time_idx (instrument_id, quoted_at)
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)");
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} else {
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$pdo->exec("CREATE TABLE IF NOT EXISTS {$portfolioTable} (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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owner_sub VARCHAR(190) NOT NULL,
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name VARCHAR(190) NOT NULL,
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base_currency VARCHAR(10) NOT NULL DEFAULT 'EUR',
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notes TEXT NULL,
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created_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
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updated_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP
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)");
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$pdo->exec("CREATE TABLE IF NOT EXISTS {$instrumentTable} (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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isin VARCHAR(32) NULL,
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wkn VARCHAR(32) NULL,
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symbol VARCHAR(32) NULL,
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name VARCHAR(255) NOT NULL,
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quote_currency VARCHAR(10) NOT NULL DEFAULT 'EUR',
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market VARCHAR(120) NULL,
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created_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
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updated_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP
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)");
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$pdo->exec("CREATE TABLE IF NOT EXISTS {$positionTable} (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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owner_sub VARCHAR(190) NOT NULL,
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portfolio_id INTEGER NOT NULL,
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instrument_id INTEGER NOT NULL,
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quantity DECIMAL(20,6) NOT NULL,
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purchase_price DECIMAL(20,8) NOT NULL,
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purchase_currency VARCHAR(10) NOT NULL,
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purchase_date DATE NOT NULL,
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fees DECIMAL(20,8) NULL,
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notes TEXT NULL,
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created_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
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updated_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP
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)");
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$pdo->exec("CREATE TABLE IF NOT EXISTS {$quoteTable} (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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instrument_id INTEGER NOT NULL,
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price DECIMAL(20,8) NOT NULL,
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currency VARCHAR(10) NOT NULL,
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quoted_at DATETIME NOT NULL,
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source VARCHAR(64) NOT NULL DEFAULT 'manual',
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created_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP
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)");
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$pdo->exec("CREATE INDEX IF NOT EXISTS {$portfolioTable}_owner_idx ON {$portfolioTable} (owner_sub)");
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$pdo->exec("CREATE UNIQUE INDEX IF NOT EXISTS {$instrumentTable}_isin_uniq ON {$instrumentTable} (isin)");
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$pdo->exec("CREATE INDEX IF NOT EXISTS {$instrumentTable}_symbol_idx ON {$instrumentTable} (symbol)");
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$pdo->exec("CREATE INDEX IF NOT EXISTS {$positionTable}_owner_idx ON {$positionTable} (owner_sub)");
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$pdo->exec("CREATE INDEX IF NOT EXISTS {$positionTable}_portfolio_idx ON {$positionTable} (portfolio_id)");
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$pdo->exec("CREATE INDEX IF NOT EXISTS {$positionTable}_instrument_idx ON {$positionTable} (instrument_id)");
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$pdo->exec("CREATE INDEX IF NOT EXISTS {$quoteTable}_instrument_time_idx ON {$quoteTable} (instrument_id, quoted_at DESC)");
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}
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});
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$mm->registerFunction($moduleName, 'fx_service', static function (): ?object {
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if (!is_dir(dirname(__DIR__) . '/mining-checker')) {
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return null;
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}
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try {
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$config = \Modules\MiningChecker\Infrastructure\ModuleConfig::load(dirname(__DIR__) . '/mining-checker');
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$repo = new \Modules\MiningChecker\Infrastructure\MiningRepository(
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\Modules\MiningChecker\Infrastructure\ConnectionFactory::make($config),
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$config->tablePrefix()
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);
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$fx = $config->fx();
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return new \Modules\MiningChecker\Domain\FxService(
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$repo,
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(string) ($fx['url'] ?? 'https://currencyapi.net'),
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(string) ($fx['currencies_url'] ?? ($fx['url'] ?? 'https://currencyapi.net')),
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(int) ($fx['timeout'] ?? 10),
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(int) ($fx['cache_ttl'] ?? 21600),
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false,
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(string) ($fx['provider'] ?? 'currencyapi'),
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(string) ($fx['api_key'] ?? '')
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);
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} catch (\Throwable) {
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return null;
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}
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});
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$mm->registerFunction($moduleName, 'fx_refresh', static function (string $baseCurrency = 'EUR', float $maxAgeHours = 6.0): array {
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$service = module_fn('boersenchecker', 'fx_service');
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if (!$service || !method_exists($service, 'ensureFreshLatestRates')) {
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return [
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'ok' => false,
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'message' => 'Mining-Checker FX-Service ist aktuell nicht verfuegbar.',
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];
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}
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try {
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$result = $service->ensureFreshLatestRates($maxAgeHours, strtoupper(trim($baseCurrency)) ?: 'EUR');
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return [
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'ok' => true,
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'message' => !empty($result['reused'])
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? 'Vorhandene FX-Daten weiterverwendet.'
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: 'FX-Daten aus dem Mining-Checker aktualisiert.',
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'result' => $result,
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];
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} catch (\Throwable $e) {
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return [
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'ok' => false,
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'message' => 'FX-Aktualisierung fehlgeschlagen: ' . $e->getMessage(),
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];
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}
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});
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$mm->registerFunction($moduleName, 'alpha_vantage_fetch_quote', static function (string $symbol): array {
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$settings = modules()->settings('boersenchecker');
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$apiKey = trim((string) ($settings['alpha_vantage_api_key'] ?? ''));
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$timeout = (int) ($settings['alpha_vantage_timeout_sec'] ?? 12);
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$timeout = $timeout > 0 ? $timeout : 12;
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$symbol = strtoupper(trim($symbol));
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if ($symbol === '') {
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return [
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'ok' => false,
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'message' => 'Kein API-Symbol hinterlegt.',
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];
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}
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if ($apiKey === '') {
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return [
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'ok' => false,
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'message' => 'Alpha-Vantage-API-Key fehlt. Bitte im Modul-Setup hinterlegen.',
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];
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}
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$url = 'https://www.alphavantage.co/query?' . http_build_query([
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'function' => 'GLOBAL_QUOTE',
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'symbol' => $symbol,
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'apikey' => $apiKey,
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]);
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$responseBody = null;
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if (function_exists('curl_init')) {
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$ch = curl_init($url);
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if ($ch !== false) {
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curl_setopt_array($ch, [
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CURLOPT_RETURNTRANSFER => true,
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CURLOPT_FOLLOWLOCATION => true,
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CURLOPT_TIMEOUT => $timeout,
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CURLOPT_CONNECTTIMEOUT => min(5, $timeout),
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CURLOPT_HTTPHEADER => ['Accept: application/json'],
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]);
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$responseBody = curl_exec($ch);
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$curlError = curl_error($ch);
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$httpCode = (int) curl_getinfo($ch, CURLINFO_RESPONSE_CODE);
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curl_close($ch);
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if (!is_string($responseBody) || $responseBody === '') {
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return [
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'ok' => false,
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'message' => 'Alpha Vantage Anfrage fehlgeschlagen.'
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. ($curlError !== '' ? ' ' . $curlError : '')
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. ($httpCode > 0 ? ' HTTP ' . $httpCode : ''),
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];
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}
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}
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}
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if (!is_string($responseBody) || $responseBody === '') {
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$context = stream_context_create([
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'http' => [
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'method' => 'GET',
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'timeout' => $timeout,
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'header' => "Accept: application/json\r\n",
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],
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]);
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$responseBody = @file_get_contents($url, false, $context);
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if (!is_string($responseBody) || $responseBody === '') {
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return [
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'ok' => false,
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'message' => 'Alpha Vantage Anfrage lieferte keine Daten.',
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];
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}
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}
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$decoded = json_decode($responseBody, true);
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if (!is_array($decoded)) {
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return [
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'ok' => false,
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'message' => 'Alpha Vantage Antwort ist kein gueltiges JSON.',
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];
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}
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if (!empty($decoded['Note'])) {
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return [
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'ok' => false,
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'message' => 'Alpha Vantage Limit-Hinweis: ' . trim((string) $decoded['Note']),
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];
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}
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if (!empty($decoded['Information'])) {
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return [
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'ok' => false,
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'message' => trim((string) $decoded['Information']),
|
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];
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}
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if (!empty($decoded['Error Message'])) {
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return [
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'ok' => false,
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'message' => trim((string) $decoded['Error Message']),
|
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];
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}
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$quote = is_array($decoded['Global Quote'] ?? null) ? $decoded['Global Quote'] : [];
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$price = $quote['05. price'] ?? null;
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if (!is_numeric($price)) {
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return [
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'ok' => false,
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'message' => 'Alpha Vantage lieferte keinen Preis fuer das Symbol ' . $symbol . '.',
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];
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}
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return [
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'ok' => true,
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'symbol' => (string) ($quote['01. symbol'] ?? $symbol),
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'price' => (float) $price,
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'latest_trading_day' => (string) ($quote['07. latest trading day'] ?? ''),
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'previous_close' => is_numeric($quote['08. previous close'] ?? null) ? (float) $quote['08. previous close'] : null,
|
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'change' => is_numeric($quote['09. change'] ?? null) ? (float) $quote['09. change'] : null,
|
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'change_percent' => (string) ($quote['10. change percent'] ?? ''),
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'fetched_at' => date('Y-m-d H:i:s'),
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'source' => 'alpha_vantage:GLOBAL_QUOTE',
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'raw' => $quote,
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];
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});
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@@ -1,21 +1,44 @@
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{
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"title": "Börsenchecker",
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"version": "0.1.0",
|
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"description": "Grundgeruest fuer ein Nexus-Modul zur Beobachtung und Auswertung von Boersenwerten.",
|
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"version": "0.2.0",
|
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"description": "Depotverwaltung fuer Aktien, Kaufdaten, Kursverlauf und Waehrungsumrechnung.",
|
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"enabled_by_default": false,
|
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"menu": [
|
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{ "label": "Übersicht", "href": "/module/boersenchecker" }
|
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{ "label": "Uebersicht", "href": "/module/boersenchecker" }
|
||||
],
|
||||
"sidebar": {
|
||||
"enabled": true,
|
||||
"collapsible": true,
|
||||
"default": "collapsed",
|
||||
"items": [
|
||||
{ "label": "Übersicht", "href": "/module/boersenchecker" }
|
||||
{ "label": "Uebersicht", "href": "/module/boersenchecker" }
|
||||
]
|
||||
},
|
||||
"setup": {
|
||||
"fields": []
|
||||
"fields": [
|
||||
{ "name": "use_separate_db", "label": "Eigene Modul-DB nutzen", "type": "checkbox", "required": false, "help": "Wenn aktiv, werden die DB-Daten unten verwendet. Sonst wird die Nexus-Base-DB genutzt." },
|
||||
{ "name": "db.driver", "label": "DB Driver", "type": "text", "required": false, "help": "z.B. pgsql, mysql, sqlite" },
|
||||
{ "name": "db.host", "label": "DB Host", "type": "text", "required": false },
|
||||
{ "name": "db.port", "label": "DB Port", "type": "number", "required": false },
|
||||
{ "name": "db.dbname", "label": "DB Name", "type": "text", "required": false },
|
||||
{ "name": "db.schema", "label": "DB Schema", "type": "text", "required": false },
|
||||
{ "name": "db.user", "label": "DB User", "type": "text", "required": false },
|
||||
{ "name": "db.password", "label": "DB Passwort", "type": "password", "required": false },
|
||||
{ "name": "report_currency", "label": "Standard-Berichtswahrung", "type": "text", "required": false, "help": "Zielwaehrung fuer Portfolio-Summen, z.B. EUR." },
|
||||
{ "name": "fx_max_age_hours", "label": "Maximales FX-Alter (Stunden)", "type": "number", "required": false, "help": "Wird bei manueller Aktualisierung ueber den Mining-Checker genutzt." },
|
||||
{ "name": "alpha_vantage_api_key", "label": "Alpha Vantage API Key", "type": "password", "required": false, "help": "API Key fuer Aktienkursabrufe ueber GLOBAL_QUOTE." },
|
||||
{ "name": "alpha_vantage_timeout_sec", "label": "Alpha Vantage Timeout (Sek.)", "type": "number", "required": false, "help": "HTTP-Timeout fuer API-Abrufe." },
|
||||
{ "name": "alpha_vantage_min_interval_minutes", "label": "Alpha Vantage Mindestabstand (Min.)", "type": "number", "required": false, "help": "Wenn bereits ein frischer Alpha-Vantage-Kurs existiert, wird dieser wiederverwendet statt erneut abzurufen." }
|
||||
]
|
||||
},
|
||||
"db_defaults": {
|
||||
"driver": "pgsql",
|
||||
"host": "localhost",
|
||||
"port": 5432,
|
||||
"dbname": "",
|
||||
"schema": "public",
|
||||
"user": "",
|
||||
"password": ""
|
||||
},
|
||||
"auth": {
|
||||
"required": true,
|
||||
|
||||
@@ -1,28 +1,7 @@
|
||||
<?php
|
||||
declare(strict_types=1);
|
||||
?>
|
||||
<div class="card">
|
||||
<div class="pill">Börsenchecker</div>
|
||||
<h1 style="margin-top:.75rem;">Börsenchecker</h1>
|
||||
<p class="muted">
|
||||
Das Modul ist im Nexus registriert und kann jetzt schrittweise um Datenquellen,
|
||||
Watchlists, Kennzahlen und Benachrichtigungen erweitert werden.
|
||||
</p>
|
||||
|
||||
<div class="card" style="margin-top:1rem; background:var(--panel-2);">
|
||||
<strong>Status</strong>
|
||||
<div class="muted" style="margin-top:.5rem;">
|
||||
Aktuell ist dies das initiale Grundgeruest des Moduls.
|
||||
</div>
|
||||
</div>
|
||||
require_auth();
|
||||
|
||||
<div class="card" style="margin-top:1rem; background:var(--panel-2);">
|
||||
<strong>Nächste sinnvolle Ausbaustufen</strong>
|
||||
<ul style="margin:.75rem 0 0 1.1rem;">
|
||||
<li>Watchlist fuer Ticker und ISINs</li>
|
||||
<li>Kursdaten per API einlesen</li>
|
||||
<li>Performance, Tagesdelta und historische Trends anzeigen</li>
|
||||
<li>Alerts fuer Schwellwerte definieren</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
$page = new \Modules\Boersenchecker\Support\DashboardPage();
|
||||
module_tpl('boersenchecker', 'dashboard', $page->handle());
|
||||
|
||||
388
modules/boersenchecker/partials/dashboard.php
Normal file
388
modules/boersenchecker/partials/dashboard.php
Normal file
@@ -0,0 +1,388 @@
|
||||
<div class="card">
|
||||
<div class="pill">Boersenchecker</div>
|
||||
<h1 style="margin-top:.75rem;">Depotverwaltung</h1>
|
||||
<p class="muted">
|
||||
Depots, Positionen und manuelle Kursverlaeufe. Die Waehrungsumrechnung nutzt, sofern verfuegbar,
|
||||
die bestehende FX-Logik des Mining-Checkers weiter.
|
||||
</p>
|
||||
|
||||
<?php if ($error): ?>
|
||||
<div class="card" style="margin-top:1rem; border-color:#ffb4a8; background:#fff5f3; color:#7a2114;">
|
||||
<?= e($error) ?>
|
||||
</div>
|
||||
<?php elseif ($notice): ?>
|
||||
<div class="card" style="margin-top:1rem; border-color:var(--accent-2);">
|
||||
<?= e($notice) ?>
|
||||
</div>
|
||||
<?php endif; ?>
|
||||
|
||||
<div class="grid" style="margin-top:1rem;">
|
||||
<div class="card" style="background:var(--panel-2);">
|
||||
<strong><?= $editPortfolio ? 'Depot bearbeiten' : 'Neues Depot' ?></strong>
|
||||
<form method="post" style="margin-top:.75rem; display:grid; gap:10px;">
|
||||
<input type="hidden" name="action" value="save_portfolio">
|
||||
<input type="hidden" name="portfolio_id" value="<?= e((string) ($editPortfolio['id'] ?? '0')) ?>">
|
||||
<label class="setup-field muted">
|
||||
<span>Depotname</span>
|
||||
<input type="text" name="portfolio_name" value="<?= e((string) ($editPortfolio['name'] ?? '')) ?>" required>
|
||||
</label>
|
||||
<label class="setup-field muted">
|
||||
<span>Berichtswahrung</span>
|
||||
<input type="text" name="portfolio_base_currency" value="<?= e((string) ($editPortfolio['base_currency'] ?? $defaultReportCurrency)) ?>" required>
|
||||
</label>
|
||||
<label class="setup-field muted">
|
||||
<span>Notizen</span>
|
||||
<textarea name="portfolio_notes" rows="3"><?= e((string) ($editPortfolio['notes'] ?? '')) ?></textarea>
|
||||
</label>
|
||||
<div style="display:flex; gap:10px; flex-wrap:wrap;">
|
||||
<button class="cta-button" type="submit">Depot speichern</button>
|
||||
<?php if ($editPortfolio): ?>
|
||||
<a class="nav-link" href="/module/boersenchecker">Abbrechen</a>
|
||||
<?php endif; ?>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
|
||||
<div class="card" style="background:var(--panel-2);">
|
||||
<strong>API / FX</strong>
|
||||
<p class="muted" style="margin-top:.75rem;">
|
||||
Die Umrechnung liest gespeicherte FX-Daten aus dem Mining-Checker. Eine Aktualisierung wird nur manuell
|
||||
angestossen und respektiert die dortige Max-Age-Logik.
|
||||
</p>
|
||||
<p class="muted" style="margin-top:.75rem;">
|
||||
Aktienkurse werden ueber Alpha Vantage anhand des hinterlegten API-Symbols / Tickers pro Aktie abgerufen.
|
||||
</p>
|
||||
<div style="display:flex; gap:10px; flex-wrap:wrap; margin-top:1rem;">
|
||||
<form method="post">
|
||||
<input type="hidden" name="action" value="refresh_fx">
|
||||
<button class="cta-button" type="submit">FX-Daten aktualisieren</button>
|
||||
</form>
|
||||
<form method="post">
|
||||
<input type="hidden" name="action" value="refresh_alpha_vantage_all">
|
||||
<button class="nav-link" type="submit">Alle API-Kurse abrufen</button>
|
||||
</form>
|
||||
</div>
|
||||
<div class="muted" style="margin-top:.75rem;">
|
||||
Alpha Vantage Mindestabstand: <?= e((string) $alphaMinIntervalMinutes) ?> Min.
|
||||
</div>
|
||||
<div class="muted" style="margin-top:.35rem;">
|
||||
API-Key und Timeout werden ueber <a class="nav-link" href="/modules/setup/boersenchecker">Modul-Setup</a> gepflegt.
|
||||
</div>
|
||||
<div class="muted" style="margin-top:.75rem;">
|
||||
Standard-Berichtswahrung: <?= e($defaultReportCurrency) ?> · Max. Alter: <?= e((string) $fxMaxAgeHours) ?>h
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="card" style="margin-top:1rem; background:var(--panel-2);">
|
||||
<strong><?= $editPosition ? 'Position bearbeiten' : 'Neue Position' ?></strong>
|
||||
<?php if ($portfolios === []): ?>
|
||||
<div class="muted" style="margin-top:.75rem;">Bitte zuerst ein Depot anlegen.</div>
|
||||
<?php else: ?>
|
||||
<form method="post" style="margin-top:.75rem; display:grid; gap:10px;">
|
||||
<input type="hidden" name="action" value="save_position">
|
||||
<input type="hidden" name="position_id" value="<?= e((string) ($editPosition['id'] ?? '0')) ?>">
|
||||
<input type="hidden" name="instrument_id" value="<?= e((string) ($editPosition['instrument_id'] ?? '0')) ?>">
|
||||
<label class="setup-field muted">
|
||||
<span>Depot</span>
|
||||
<select name="portfolio_id" required>
|
||||
<option value="">Bitte waehlen</option>
|
||||
<?php foreach ($portfolios as $portfolio): ?>
|
||||
<option value="<?= e((string) $portfolio['id']) ?>" <?= (string) ($editPosition['portfolio_id'] ?? '') === (string) $portfolio['id'] ? 'selected' : '' ?>>
|
||||
<?= e((string) $portfolio['name']) ?> (<?= e((string) $portfolio['base_currency']) ?>)
|
||||
</option>
|
||||
<?php endforeach; ?>
|
||||
</select>
|
||||
</label>
|
||||
<div class="grid" style="grid-template-columns:repeat(auto-fit, minmax(180px, 1fr)); gap:10px;">
|
||||
<label class="setup-field muted">
|
||||
<span>Aktienname</span>
|
||||
<input type="text" name="instrument_name" value="<?= e((string) ($editPosition['instrument_name'] ?? '')) ?>" required>
|
||||
</label>
|
||||
<label class="setup-field muted">
|
||||
<span>API-Symbol / Ticker</span>
|
||||
<input type="text" name="symbol" value="<?= e((string) ($editPosition['symbol'] ?? '')) ?>" placeholder="z.B. AAPL oder MBG.DE">
|
||||
</label>
|
||||
<label class="setup-field muted">
|
||||
<span>ISIN</span>
|
||||
<input type="text" name="isin" value="<?= e((string) ($editPosition['isin'] ?? '')) ?>">
|
||||
</label>
|
||||
<label class="setup-field muted">
|
||||
<span>WKN</span>
|
||||
<input type="text" name="wkn" value="<?= e((string) ($editPosition['wkn'] ?? '')) ?>">
|
||||
</label>
|
||||
<label class="setup-field muted">
|
||||
<span>Boerse / Markt</span>
|
||||
<input type="text" name="market" value="<?= e((string) ($editPosition['market'] ?? '')) ?>">
|
||||
</label>
|
||||
<label class="setup-field muted">
|
||||
<span>Kurswaehrung</span>
|
||||
<input type="text" name="quote_currency" value="<?= e((string) ($editPosition['quote_currency'] ?? $defaultReportCurrency)) ?>" required>
|
||||
</label>
|
||||
</div>
|
||||
<div class="grid" style="grid-template-columns:repeat(auto-fit, minmax(180px, 1fr)); gap:10px;">
|
||||
<label class="setup-field muted">
|
||||
<span>Stueckzahl</span>
|
||||
<input type="number" name="quantity" min="0" step="0.000001" value="<?= e((string) ($editPosition['quantity'] ?? '')) ?>" required>
|
||||
</label>
|
||||
<label class="setup-field muted">
|
||||
<span>Kaufpreis</span>
|
||||
<input type="number" name="purchase_price" min="0" step="0.00000001" value="<?= e((string) ($editPosition['purchase_price'] ?? '')) ?>" required>
|
||||
</label>
|
||||
<label class="setup-field muted">
|
||||
<span>Kaufwaehrung</span>
|
||||
<input type="text" name="purchase_currency" value="<?= e((string) ($editPosition['purchase_currency'] ?? $defaultReportCurrency)) ?>" required>
|
||||
</label>
|
||||
<label class="setup-field muted">
|
||||
<span>Kaufdatum</span>
|
||||
<input type="date" name="purchase_date" value="<?= e((string) ($editPosition['purchase_date'] ?? date('Y-m-d'))) ?>" required>
|
||||
</label>
|
||||
<label class="setup-field muted">
|
||||
<span>Gebuehren</span>
|
||||
<input type="number" name="fees" min="0" step="0.00000001" value="<?= e((string) ($editPosition['fees'] ?? '')) ?>">
|
||||
</label>
|
||||
</div>
|
||||
<label class="setup-field muted">
|
||||
<span>Notizen</span>
|
||||
<textarea name="position_notes" rows="3"><?= e((string) ($editPosition['notes'] ?? '')) ?></textarea>
|
||||
</label>
|
||||
<div style="display:flex; gap:10px; flex-wrap:wrap;">
|
||||
<button class="cta-button" type="submit">Position speichern</button>
|
||||
<?php if ($editPosition): ?>
|
||||
<a class="nav-link" href="/module/boersenchecker">Abbrechen</a>
|
||||
<?php endif; ?>
|
||||
</div>
|
||||
</form>
|
||||
<?php endif; ?>
|
||||
</div>
|
||||
|
||||
<div class="card" style="margin-top:1rem; background:var(--panel-2);">
|
||||
<strong>Manuellen Kurs erfassen</strong>
|
||||
<?php if ($instrumentList === []): ?>
|
||||
<div class="muted" style="margin-top:.75rem;">Sobald Positionen vorhanden sind, koennen hier Kurse mit Uhrzeit gespeichert werden.</div>
|
||||
<?php else: ?>
|
||||
<form method="post" style="margin-top:.75rem; display:grid; gap:10px;">
|
||||
<input type="hidden" name="action" value="save_quote">
|
||||
<div class="grid" style="grid-template-columns:repeat(auto-fit, minmax(180px, 1fr)); gap:10px;">
|
||||
<label class="setup-field muted">
|
||||
<span>Aktie</span>
|
||||
<select name="quote_instrument_id" required>
|
||||
<option value="">Bitte waehlen</option>
|
||||
<?php foreach ($instrumentList as $instrument): ?>
|
||||
<option value="<?= e((string) $instrument['id']) ?>" <?= $selectedInstrumentForQuote === (int) $instrument['id'] ? 'selected' : '' ?>>
|
||||
<?= e((string) $instrument['name']) ?><?= $instrument['symbol'] !== '' ? ' (' . e((string) $instrument['symbol']) . ')' : '' ?>
|
||||
</option>
|
||||
<?php endforeach; ?>
|
||||
</select>
|
||||
</label>
|
||||
<label class="setup-field muted">
|
||||
<span>Kurs</span>
|
||||
<input type="number" name="quote_price" min="0" step="0.00000001" required>
|
||||
</label>
|
||||
<label class="setup-field muted">
|
||||
<span>Waehrung</span>
|
||||
<input type="text" name="quote_currency" value="<?= e($selectedInstrumentQuoteCurrency) ?>" required>
|
||||
</label>
|
||||
<label class="setup-field muted">
|
||||
<span>Zeitpunkt</span>
|
||||
<input type="datetime-local" name="quoted_at" value="<?= e(date('Y-m-d\TH:i')) ?>" required>
|
||||
</label>
|
||||
<label class="setup-field muted">
|
||||
<span>Quelle</span>
|
||||
<input type="text" name="quote_source" value="manual">
|
||||
</label>
|
||||
</div>
|
||||
<div>
|
||||
<button class="cta-button" type="submit">Kurs speichern</button>
|
||||
</div>
|
||||
</form>
|
||||
<?php endif; ?>
|
||||
</div>
|
||||
|
||||
<div style="margin-top:1rem;" class="grid">
|
||||
<?php if ($portfolios === []): ?>
|
||||
<div class="card">
|
||||
<div class="muted">Noch keine Depots vorhanden.</div>
|
||||
</div>
|
||||
<?php else: ?>
|
||||
<?php foreach ($portfolios as $portfolio): ?>
|
||||
<?php
|
||||
$portfolioId = (int) $portfolio['id'];
|
||||
$stats = $portfolioStats[$portfolioId] ?? ['positions' => 0, 'invested' => 0.0, 'current' => 0.0, 'gain' => null, 'has_invested' => false, 'has_current' => false];
|
||||
?>
|
||||
<div class="card" style="background:var(--panel-2);">
|
||||
<div style="display:flex; align-items:center; justify-content:space-between; gap:10px; flex-wrap:wrap;">
|
||||
<div>
|
||||
<strong><?= e((string) $portfolio['name']) ?></strong>
|
||||
<div class="muted"><?= e((string) $portfolio['base_currency']) ?> · <?= e((string) $stats['positions']) ?> Position(en)</div>
|
||||
</div>
|
||||
<div style="display:flex; gap:10px; flex-wrap:wrap;">
|
||||
<a class="nav-link" href="/module/boersenchecker?edit_portfolio=<?= e((string) $portfolioId) ?>">Bearbeiten</a>
|
||||
<form method="post" onsubmit="return confirm('Depot wirklich loeschen?')">
|
||||
<input type="hidden" name="action" value="delete_portfolio">
|
||||
<input type="hidden" name="portfolio_id" value="<?= e((string) $portfolioId) ?>">
|
||||
<button class="nav-link" type="submit">Loeschen</button>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
<?php if (!empty($portfolio['notes'])): ?>
|
||||
<div class="muted" style="margin-top:.65rem;"><?= e((string) $portfolio['notes']) ?></div>
|
||||
<?php endif; ?>
|
||||
<div class="grid" style="margin-top:1rem; grid-template-columns:repeat(auto-fit, minmax(140px, 1fr)); gap:10px;">
|
||||
<div class="card">
|
||||
<div class="muted">Investiert</div>
|
||||
<strong><?= $stats['has_invested'] ? e($fmtNumber((float) $stats['invested'])) . ' ' . e((string) $portfolio['base_currency']) : 'n/a' ?></strong>
|
||||
</div>
|
||||
<div class="card">
|
||||
<div class="muted">Aktuell</div>
|
||||
<strong><?= $stats['has_current'] ? e($fmtNumber((float) $stats['current'])) . ' ' . e((string) $portfolio['base_currency']) : 'n/a' ?></strong>
|
||||
</div>
|
||||
<div class="card">
|
||||
<div class="muted">Gewinn / Verlust</div>
|
||||
<strong><?= $stats['gain'] !== null ? e($fmtNumber((float) $stats['gain'])) . ' ' . e((string) $portfolio['base_currency']) : 'n/a' ?></strong>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<?php endforeach; ?>
|
||||
<?php endif; ?>
|
||||
</div>
|
||||
|
||||
<div class="card" style="margin-top:1rem;">
|
||||
<strong>Positionen</strong>
|
||||
<?php if ($positions === []): ?>
|
||||
<div class="muted" style="margin-top:.75rem;">Noch keine Positionen vorhanden.</div>
|
||||
<?php else: ?>
|
||||
<div style="overflow:auto; margin-top:.75rem;">
|
||||
<table style="width:100%; border-collapse:collapse;">
|
||||
<thead>
|
||||
<tr style="text-align:left; border-bottom:1px solid var(--border);">
|
||||
<th style="padding:8px;">Depot</th>
|
||||
<th style="padding:8px;">Aktie</th>
|
||||
<th style="padding:8px;">ISIN / WKN</th>
|
||||
<th style="padding:8px;">Stueck</th>
|
||||
<th style="padding:8px;">Kauf</th>
|
||||
<th style="padding:8px;">Letzter Kurs</th>
|
||||
<th style="padding:8px;">Wert</th>
|
||||
<th style="padding:8px;">Delta</th>
|
||||
<th style="padding:8px;">Aktion</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<?php foreach ($positions as $position): ?>
|
||||
<tr style="border-bottom:1px solid var(--border); vertical-align:top;">
|
||||
<td style="padding:8px;"><?= e((string) ($portfolioById[(int) $position['portfolio_id']]['name'] ?? '')) ?></td>
|
||||
<td style="padding:8px;">
|
||||
<strong><?= e((string) $position['instrument_name']) ?></strong>
|
||||
<?php if (!empty($position['symbol'])): ?>
|
||||
<div class="muted"><?= e((string) $position['symbol']) ?></div>
|
||||
<?php endif; ?>
|
||||
</td>
|
||||
<td style="padding:8px;">
|
||||
<?= e((string) ($position['isin'] ?: '-')) ?>
|
||||
<div class="muted"><?= e((string) ($position['wkn'] ?: '-')) ?></div>
|
||||
</td>
|
||||
<td style="padding:8px;"><?= e($fmtNumber((float) $position['quantity'], 6)) ?></td>
|
||||
<td style="padding:8px;">
|
||||
<?= e($fmtNumber((float) $position['purchase_price'], 4)) ?> <?= e((string) $position['purchase_currency']) ?>
|
||||
<div class="muted"><?= e((string) $position['purchase_date']) ?></div>
|
||||
</td>
|
||||
<td style="padding:8px;">
|
||||
<?php if ($position['latest_price'] !== null): ?>
|
||||
<?= e($fmtNumber((float) $position['latest_price'], 4)) ?> <?= e((string) $position['latest_currency']) ?>
|
||||
<div class="muted"><?= e((string) $position['latest_quoted_at']) ?></div>
|
||||
<?php else: ?>
|
||||
<span class="muted">kein Kurs</span>
|
||||
<?php endif; ?>
|
||||
</td>
|
||||
<td style="padding:8px;">
|
||||
<?php if ($position['current_total_base'] !== null): ?>
|
||||
<?= e($fmtNumber((float) $position['current_total_base'])) ?> <?= e((string) $position['base_currency']) ?>
|
||||
<?php else: ?>
|
||||
<span class="muted">n/a</span>
|
||||
<?php endif; ?>
|
||||
</td>
|
||||
<td style="padding:8px;">
|
||||
<?php if ($position['gain_base'] !== null): ?>
|
||||
<?= e($fmtNumber((float) $position['gain_base'])) ?> <?= e((string) $position['base_currency']) ?>
|
||||
<?php else: ?>
|
||||
<span class="muted">n/a</span>
|
||||
<?php endif; ?>
|
||||
</td>
|
||||
<td style="padding:8px;">
|
||||
<div style="display:flex; gap:8px; flex-wrap:wrap;">
|
||||
<a class="nav-link" href="/module/boersenchecker?edit_position=<?= e((string) $position['id']) ?>">Bearbeiten</a>
|
||||
<a class="nav-link" href="/module/boersenchecker?instrument_id=<?= e((string) $position['instrument_id']) ?>">Kurs erfassen</a>
|
||||
<form method="post">
|
||||
<input type="hidden" name="action" value="refresh_alpha_vantage_position">
|
||||
<input type="hidden" name="position_id" value="<?= e((string) $position['id']) ?>">
|
||||
<button class="nav-link" type="submit">API-Kurs</button>
|
||||
</form>
|
||||
<form method="post" onsubmit="return confirm('Position wirklich loeschen?')">
|
||||
<input type="hidden" name="action" value="delete_position">
|
||||
<input type="hidden" name="position_id" value="<?= e((string) $position['id']) ?>">
|
||||
<button class="nav-link" type="submit">Loeschen</button>
|
||||
</form>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
<?php endforeach; ?>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<?php endif; ?>
|
||||
</div>
|
||||
|
||||
<div class="card" style="margin-top:1rem;">
|
||||
<strong>Kursverlauf</strong>
|
||||
<?php if ($instrumentList === []): ?>
|
||||
<div class="muted" style="margin-top:.75rem;">Noch keine Kursdaten vorhanden.</div>
|
||||
<?php else: ?>
|
||||
<?php foreach ($instrumentList as $instrumentId => $instrument): ?>
|
||||
<?php $history = array_slice($quoteHistory[$instrumentId] ?? [], 0, 10); ?>
|
||||
<div class="card" style="margin-top:1rem; background:var(--panel-2);">
|
||||
<div style="display:flex; align-items:center; justify-content:space-between; gap:10px; flex-wrap:wrap;">
|
||||
<div>
|
||||
<strong><?= e((string) $instrument['name']) ?></strong>
|
||||
<div class="muted">
|
||||
<?= e((string) ($instrument['symbol'] ?: '-')) ?> · <?= e((string) ($instrument['isin'] ?: '-')) ?>
|
||||
</div>
|
||||
</div>
|
||||
<a class="nav-link" href="/module/boersenchecker?instrument_id=<?= e((string) $instrumentId) ?>">Neuen Kurs erfassen</a>
|
||||
</div>
|
||||
<?php if ($history === []): ?>
|
||||
<div class="muted" style="margin-top:.75rem;">Noch keine historischen Kurse vorhanden.</div>
|
||||
<?php else: ?>
|
||||
<div style="overflow:auto; margin-top:.75rem;">
|
||||
<table style="width:100%; border-collapse:collapse;">
|
||||
<thead>
|
||||
<tr style="text-align:left; border-bottom:1px solid var(--border);">
|
||||
<th style="padding:8px;">Zeitpunkt</th>
|
||||
<th style="padding:8px;">Kurs</th>
|
||||
<th style="padding:8px;">Quelle</th>
|
||||
<th style="padding:8px;">Aktion</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<?php foreach ($history as $quote): ?>
|
||||
<tr style="border-bottom:1px solid var(--border);">
|
||||
<td style="padding:8px;"><?= e((string) $quote['quoted_at']) ?></td>
|
||||
<td style="padding:8px;"><?= e($fmtNumber((float) $quote['price'], 4)) ?> <?= e((string) $quote['currency']) ?></td>
|
||||
<td style="padding:8px;"><?= e((string) $quote['source']) ?></td>
|
||||
<td style="padding:8px;">
|
||||
<form method="post" onsubmit="return confirm('Kurseintrag wirklich loeschen?')">
|
||||
<input type="hidden" name="action" value="delete_quote">
|
||||
<input type="hidden" name="quote_id" value="<?= e((string) $quote['id']) ?>">
|
||||
<button class="nav-link" type="submit">Loeschen</button>
|
||||
</form>
|
||||
</td>
|
||||
</tr>
|
||||
<?php endforeach; ?>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<?php endif; ?>
|
||||
</div>
|
||||
<?php endforeach; ?>
|
||||
<?php endif; ?>
|
||||
</div>
|
||||
</div>
|
||||
793
modules/boersenchecker/src/Support/DashboardPage.php
Normal file
793
modules/boersenchecker/src/Support/DashboardPage.php
Normal file
@@ -0,0 +1,793 @@
|
||||
<?php
|
||||
declare(strict_types=1);
|
||||
|
||||
namespace Modules\Boersenchecker\Support;
|
||||
|
||||
use PDO;
|
||||
use RuntimeException;
|
||||
|
||||
final class DashboardPage
|
||||
{
|
||||
private PDO $pdo;
|
||||
private array $user;
|
||||
private string $ownerSub;
|
||||
private array $moduleSettings;
|
||||
private string $defaultReportCurrency;
|
||||
private float $fxMaxAgeHours;
|
||||
private int $alphaMinIntervalMinutes;
|
||||
private int $editPortfolioId;
|
||||
private int $editPositionId;
|
||||
private string $portfolioTable;
|
||||
private string $instrumentTable;
|
||||
private string $positionTable;
|
||||
private string $quoteTable;
|
||||
|
||||
public function __construct()
|
||||
{
|
||||
$this->pdo = \module_fn('boersenchecker', 'pdo');
|
||||
\module_fn('boersenchecker', 'ensure_schema');
|
||||
|
||||
$this->user = \auth_user() ?? [];
|
||||
$this->ownerSub = trim((string) ($this->user['sub'] ?? 'local'));
|
||||
$this->moduleSettings = \modules()->settings('boersenchecker');
|
||||
$this->defaultReportCurrency = $this->normalizeCurrency((string) ($this->moduleSettings['report_currency'] ?? 'EUR'));
|
||||
$this->fxMaxAgeHours = (float) ($this->moduleSettings['fx_max_age_hours'] ?? 6);
|
||||
if ($this->fxMaxAgeHours <= 0) {
|
||||
$this->fxMaxAgeHours = 6.0;
|
||||
}
|
||||
|
||||
$this->alphaMinIntervalMinutes = (int) ($this->moduleSettings['alpha_vantage_min_interval_minutes'] ?? 60);
|
||||
if ($this->alphaMinIntervalMinutes <= 0) {
|
||||
$this->alphaMinIntervalMinutes = 60;
|
||||
}
|
||||
|
||||
$this->editPortfolioId = (int) ($_GET['edit_portfolio'] ?? 0);
|
||||
$this->editPositionId = (int) ($_GET['edit_position'] ?? 0);
|
||||
|
||||
$table = static fn (string $name): string => \module_fn('boersenchecker', 'table', $name);
|
||||
$this->portfolioTable = $table('portfolios');
|
||||
$this->instrumentTable = $table('instruments');
|
||||
$this->positionTable = $table('positions');
|
||||
$this->quoteTable = $table('quotes');
|
||||
}
|
||||
|
||||
public function handle(): array
|
||||
{
|
||||
$notice = null;
|
||||
$error = null;
|
||||
|
||||
if ($_SERVER['REQUEST_METHOD'] === 'POST') {
|
||||
try {
|
||||
$notice = $this->handlePost();
|
||||
} catch (\Throwable $e) {
|
||||
$error = $e->getMessage();
|
||||
}
|
||||
}
|
||||
|
||||
$state = $this->loadState();
|
||||
|
||||
if ($notice === null && isset($state['notice_override']) && is_string($state['notice_override'])) {
|
||||
$notice = $state['notice_override'];
|
||||
}
|
||||
if ($error === null && isset($state['error_override']) && is_string($state['error_override'])) {
|
||||
$error = $state['error_override'];
|
||||
}
|
||||
|
||||
return [
|
||||
'notice' => $notice,
|
||||
'error' => $error,
|
||||
'defaultReportCurrency' => $this->defaultReportCurrency,
|
||||
'fxMaxAgeHours' => $this->fxMaxAgeHours,
|
||||
'alphaMinIntervalMinutes' => $this->alphaMinIntervalMinutes,
|
||||
'editPortfolio' => $state['editPortfolio'],
|
||||
'editPosition' => $state['editPosition'],
|
||||
'portfolios' => $state['portfolios'],
|
||||
'portfolioById' => $state['portfolioById'],
|
||||
'portfolioStats' => $state['portfolioStats'],
|
||||
'positions' => $state['positions'],
|
||||
'instrumentList' => $state['instrumentList'],
|
||||
'quoteHistory' => $state['quoteHistory'],
|
||||
'selectedInstrumentForQuote' => $state['selectedInstrumentForQuote'],
|
||||
'selectedInstrumentQuoteCurrency' => $state['selectedInstrumentQuoteCurrency'],
|
||||
'fmtNumber' => fn (?float $value, int $scale = 2): string => $this->formatNumber($value, $scale),
|
||||
];
|
||||
}
|
||||
|
||||
private function handlePost(): string
|
||||
{
|
||||
$action = trim((string) ($_POST['action'] ?? ''));
|
||||
|
||||
return match ($action) {
|
||||
'save_portfolio' => $this->savePortfolio(),
|
||||
'delete_portfolio' => $this->deletePortfolio(),
|
||||
'save_position' => $this->savePosition(),
|
||||
'delete_position' => $this->deletePosition(),
|
||||
'save_quote' => $this->saveQuote(),
|
||||
'refresh_alpha_vantage_position' => $this->refreshAlphaVantagePosition(),
|
||||
'refresh_alpha_vantage_all' => $this->refreshAlphaVantageAll(),
|
||||
'delete_quote' => $this->deleteQuote(),
|
||||
'refresh_fx' => $this->refreshFx(),
|
||||
default => '',
|
||||
};
|
||||
}
|
||||
|
||||
private function loadState(): array
|
||||
{
|
||||
$portfolios = $this->fetchPortfolios();
|
||||
$positions = $this->fetchPositions();
|
||||
$instrumentList = $this->buildInstrumentList($positions);
|
||||
[$quoteHistory, $latestQuotes] = $this->fetchQuotes(array_keys($instrumentList));
|
||||
$portfolioById = $this->buildPortfolioById($portfolios);
|
||||
[$positions, $portfolioStats] = $this->enrichPositions($positions, $portfolioById, $latestQuotes);
|
||||
|
||||
$editPortfolio = null;
|
||||
if ($this->editPortfolioId > 0 && isset($portfolioById[$this->editPortfolioId])) {
|
||||
$editPortfolio = $portfolioById[$this->editPortfolioId];
|
||||
}
|
||||
|
||||
$editPosition = null;
|
||||
if ($this->editPositionId > 0) {
|
||||
foreach ($positions as $position) {
|
||||
if ((int) $position['id'] === $this->editPositionId) {
|
||||
$editPosition = $position;
|
||||
break;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
$selectedInstrumentForQuote = $editPosition
|
||||
? (int) $editPosition['instrument_id']
|
||||
: (int) ($_GET['instrument_id'] ?? 0);
|
||||
$selectedInstrumentQuoteCurrency = $this->defaultReportCurrency;
|
||||
if ($selectedInstrumentForQuote > 0 && isset($instrumentList[$selectedInstrumentForQuote])) {
|
||||
$selectedInstrumentQuoteCurrency = $this->normalizeCurrency(
|
||||
(string) ($instrumentList[$selectedInstrumentForQuote]['quote_currency'] ?? $this->defaultReportCurrency)
|
||||
);
|
||||
}
|
||||
|
||||
return [
|
||||
'portfolios' => $portfolios,
|
||||
'portfolioById' => $portfolioById,
|
||||
'portfolioStats' => $portfolioStats,
|
||||
'positions' => $positions,
|
||||
'instrumentList' => $instrumentList,
|
||||
'quoteHistory' => $quoteHistory,
|
||||
'editPortfolio' => $editPortfolio,
|
||||
'editPosition' => $editPosition,
|
||||
'selectedInstrumentForQuote' => $selectedInstrumentForQuote,
|
||||
'selectedInstrumentQuoteCurrency' => $selectedInstrumentQuoteCurrency,
|
||||
];
|
||||
}
|
||||
|
||||
private function savePortfolio(): string
|
||||
{
|
||||
$portfolioId = (int) ($_POST['portfolio_id'] ?? 0);
|
||||
$name = trim((string) ($_POST['portfolio_name'] ?? ''));
|
||||
$baseCurrency = $this->normalizeCurrency((string) ($_POST['portfolio_base_currency'] ?? $this->defaultReportCurrency));
|
||||
$notes = trim((string) ($_POST['portfolio_notes'] ?? ''));
|
||||
|
||||
if ($name === '') {
|
||||
throw new RuntimeException('Bitte einen Depotnamen angeben.');
|
||||
}
|
||||
|
||||
if ($portfolioId > 0) {
|
||||
$stmt = $this->pdo->prepare(
|
||||
'UPDATE ' . $this->portfolioTable . '
|
||||
SET name = :name, base_currency = :base_currency, notes = :notes, updated_at = CURRENT_TIMESTAMP
|
||||
WHERE id = :id AND owner_sub = :owner_sub'
|
||||
);
|
||||
$stmt->execute([
|
||||
'id' => $portfolioId,
|
||||
'owner_sub' => $this->ownerSub,
|
||||
'name' => $name,
|
||||
'base_currency' => $baseCurrency,
|
||||
'notes' => $notes !== '' ? $notes : null,
|
||||
]);
|
||||
return 'Depot aktualisiert.';
|
||||
}
|
||||
|
||||
$stmt = $this->pdo->prepare(
|
||||
'INSERT INTO ' . $this->portfolioTable . ' (owner_sub, name, base_currency, notes)
|
||||
VALUES (:owner_sub, :name, :base_currency, :notes)'
|
||||
);
|
||||
$stmt->execute([
|
||||
'owner_sub' => $this->ownerSub,
|
||||
'name' => $name,
|
||||
'base_currency' => $baseCurrency,
|
||||
'notes' => $notes !== '' ? $notes : null,
|
||||
]);
|
||||
return 'Depot angelegt.';
|
||||
}
|
||||
|
||||
private function deletePortfolio(): string
|
||||
{
|
||||
$portfolioId = (int) ($_POST['portfolio_id'] ?? 0);
|
||||
$countStmt = $this->pdo->prepare('SELECT COUNT(*) FROM ' . $this->positionTable . ' WHERE portfolio_id = :portfolio_id AND owner_sub = :owner_sub');
|
||||
$countStmt->execute([
|
||||
'portfolio_id' => $portfolioId,
|
||||
'owner_sub' => $this->ownerSub,
|
||||
]);
|
||||
if ((int) $countStmt->fetchColumn() > 0) {
|
||||
throw new RuntimeException('Depot kann erst geloescht werden, wenn alle Positionen entfernt wurden.');
|
||||
}
|
||||
|
||||
$stmt = $this->pdo->prepare('DELETE FROM ' . $this->portfolioTable . ' WHERE id = :id AND owner_sub = :owner_sub');
|
||||
$stmt->execute([
|
||||
'id' => $portfolioId,
|
||||
'owner_sub' => $this->ownerSub,
|
||||
]);
|
||||
return 'Depot geloescht.';
|
||||
}
|
||||
|
||||
private function savePosition(): string
|
||||
{
|
||||
$positionId = (int) ($_POST['position_id'] ?? 0);
|
||||
$portfolioId = (int) ($_POST['portfolio_id'] ?? 0);
|
||||
$quantity = (float) ($_POST['quantity'] ?? 0);
|
||||
$purchasePrice = (float) ($_POST['purchase_price'] ?? 0);
|
||||
$purchaseCurrency = $this->normalizeCurrency((string) ($_POST['purchase_currency'] ?? $this->defaultReportCurrency));
|
||||
$purchaseDate = trim((string) ($_POST['purchase_date'] ?? ''));
|
||||
$fees = trim((string) ($_POST['fees'] ?? ''));
|
||||
$notes = trim((string) ($_POST['position_notes'] ?? ''));
|
||||
|
||||
if ($portfolioId <= 0) {
|
||||
throw new RuntimeException('Bitte zuerst ein Depot auswaehlen.');
|
||||
}
|
||||
if ($quantity <= 0 || $purchasePrice <= 0 || $purchaseDate === '') {
|
||||
throw new RuntimeException('Bitte Stueckzahl, Kaufpreis und Kaufdatum angeben.');
|
||||
}
|
||||
|
||||
$portfolioOwnerStmt = $this->pdo->prepare('SELECT id FROM ' . $this->portfolioTable . ' WHERE id = :id AND owner_sub = :owner_sub LIMIT 1');
|
||||
$portfolioOwnerStmt->execute([
|
||||
'id' => $portfolioId,
|
||||
'owner_sub' => $this->ownerSub,
|
||||
]);
|
||||
if ($portfolioOwnerStmt->fetchColumn() === false) {
|
||||
throw new RuntimeException('Das ausgewaehlte Depot ist nicht verfuegbar.');
|
||||
}
|
||||
|
||||
$instrumentId = $this->upsertInstrument([
|
||||
'id' => (int) ($_POST['instrument_id'] ?? 0),
|
||||
'isin' => $_POST['isin'] ?? '',
|
||||
'wkn' => $_POST['wkn'] ?? '',
|
||||
'symbol' => $_POST['symbol'] ?? '',
|
||||
'name' => $_POST['instrument_name'] ?? '',
|
||||
'quote_currency' => $_POST['quote_currency'] ?? $purchaseCurrency,
|
||||
'market' => $_POST['market'] ?? '',
|
||||
]);
|
||||
|
||||
$payload = [
|
||||
'owner_sub' => $this->ownerSub,
|
||||
'portfolio_id' => $portfolioId,
|
||||
'instrument_id' => $instrumentId,
|
||||
'quantity' => $quantity,
|
||||
'purchase_price' => $purchasePrice,
|
||||
'purchase_currency' => $purchaseCurrency,
|
||||
'purchase_date' => $purchaseDate,
|
||||
'fees' => $fees !== '' ? (float) $fees : null,
|
||||
'notes' => $notes !== '' ? $notes : null,
|
||||
];
|
||||
|
||||
if ($positionId > 0) {
|
||||
$stmt = $this->pdo->prepare(
|
||||
'UPDATE ' . $this->positionTable . '
|
||||
SET portfolio_id = :portfolio_id,
|
||||
instrument_id = :instrument_id,
|
||||
quantity = :quantity,
|
||||
purchase_price = :purchase_price,
|
||||
purchase_currency = :purchase_currency,
|
||||
purchase_date = :purchase_date,
|
||||
fees = :fees,
|
||||
notes = :notes,
|
||||
updated_at = CURRENT_TIMESTAMP
|
||||
WHERE id = :id AND owner_sub = :owner_sub'
|
||||
);
|
||||
$stmt->execute($payload + ['id' => $positionId]);
|
||||
return 'Position aktualisiert.';
|
||||
}
|
||||
|
||||
$stmt = $this->pdo->prepare(
|
||||
'INSERT INTO ' . $this->positionTable . ' (
|
||||
owner_sub, portfolio_id, instrument_id, quantity, purchase_price, purchase_currency, purchase_date, fees, notes
|
||||
) VALUES (
|
||||
:owner_sub, :portfolio_id, :instrument_id, :quantity, :purchase_price, :purchase_currency, :purchase_date, :fees, :notes
|
||||
)'
|
||||
);
|
||||
$stmt->execute($payload);
|
||||
return 'Position gespeichert.';
|
||||
}
|
||||
|
||||
private function deletePosition(): string
|
||||
{
|
||||
$positionId = (int) ($_POST['position_id'] ?? 0);
|
||||
$stmt = $this->pdo->prepare('DELETE FROM ' . $this->positionTable . ' WHERE id = :id AND owner_sub = :owner_sub');
|
||||
$stmt->execute([
|
||||
'id' => $positionId,
|
||||
'owner_sub' => $this->ownerSub,
|
||||
]);
|
||||
return 'Position geloescht.';
|
||||
}
|
||||
|
||||
private function saveQuote(): string
|
||||
{
|
||||
$instrumentId = (int) ($_POST['quote_instrument_id'] ?? 0);
|
||||
$price = (float) ($_POST['quote_price'] ?? 0);
|
||||
$currency = $this->normalizeCurrency((string) ($_POST['quote_currency'] ?? $this->defaultReportCurrency));
|
||||
$quotedAt = $this->normalizeDateTimeLocal((string) ($_POST['quoted_at'] ?? ''));
|
||||
$source = trim((string) ($_POST['quote_source'] ?? 'manual')) ?: 'manual';
|
||||
|
||||
if ($instrumentId <= 0 || $price <= 0) {
|
||||
throw new RuntimeException('Bitte Aktie und Kurs angeben.');
|
||||
}
|
||||
|
||||
$this->storeQuote($instrumentId, $price, $currency, $quotedAt, $source);
|
||||
return 'Kurs gespeichert.';
|
||||
}
|
||||
|
||||
private function refreshAlphaVantagePosition(): string
|
||||
{
|
||||
$positionId = (int) ($_POST['position_id'] ?? 0);
|
||||
$stmt = $this->pdo->prepare(
|
||||
'SELECT
|
||||
p.instrument_id,
|
||||
i.name AS instrument_name,
|
||||
i.symbol,
|
||||
i.quote_currency
|
||||
FROM ' . $this->positionTable . ' p
|
||||
INNER JOIN ' . $this->instrumentTable . ' i ON i.id = p.instrument_id
|
||||
WHERE p.id = :id AND p.owner_sub = :owner_sub
|
||||
LIMIT 1'
|
||||
);
|
||||
$stmt->execute([
|
||||
'id' => $positionId,
|
||||
'owner_sub' => $this->ownerSub,
|
||||
]);
|
||||
$row = $stmt->fetch(PDO::FETCH_ASSOC);
|
||||
if (!is_array($row)) {
|
||||
throw new RuntimeException('Position nicht gefunden.');
|
||||
}
|
||||
|
||||
$instrumentId = (int) $row['instrument_id'];
|
||||
$symbol = strtoupper(trim((string) ($row['symbol'] ?? '')));
|
||||
$quoteCurrency = $this->normalizeCurrency((string) ($row['quote_currency'] ?? $this->defaultReportCurrency));
|
||||
if ($symbol === '') {
|
||||
throw new RuntimeException('Fuer diese Aktie ist noch kein API-Symbol / Ticker hinterlegt.');
|
||||
}
|
||||
|
||||
$latestApiQuote = $this->latestApiQuoteForInstrument($instrumentId);
|
||||
$latestTimestamp = is_array($latestApiQuote) ? strtotime((string) ($latestApiQuote['quoted_at'] ?? '')) : false;
|
||||
if ($latestTimestamp !== false && (time() - $latestTimestamp) < ($this->alphaMinIntervalMinutes * 60)) {
|
||||
return 'Vorhandener Alpha-Vantage-Kurs fuer ' . (string) $row['instrument_name'] . ' wiederverwendet.';
|
||||
}
|
||||
|
||||
$apiResult = \module_fn('boersenchecker', 'alpha_vantage_fetch_quote', $symbol);
|
||||
if (empty($apiResult['ok'])) {
|
||||
throw new RuntimeException((string) ($apiResult['message'] ?? 'API-Abruf fehlgeschlagen.'));
|
||||
}
|
||||
|
||||
$this->storeQuote(
|
||||
$instrumentId,
|
||||
(float) $apiResult['price'],
|
||||
$quoteCurrency,
|
||||
(string) $apiResult['fetched_at'],
|
||||
(string) $apiResult['source']
|
||||
);
|
||||
return 'API-Kurs fuer ' . (string) $row['instrument_name'] . ' gespeichert.';
|
||||
}
|
||||
|
||||
private function refreshAlphaVantageAll(): string
|
||||
{
|
||||
$stmt = $this->pdo->prepare(
|
||||
'SELECT DISTINCT
|
||||
i.id,
|
||||
i.name,
|
||||
i.symbol,
|
||||
i.quote_currency
|
||||
FROM ' . $this->positionTable . ' p
|
||||
INNER JOIN ' . $this->instrumentTable . ' i ON i.id = p.instrument_id
|
||||
WHERE p.owner_sub = :owner_sub
|
||||
ORDER BY i.name ASC'
|
||||
);
|
||||
$stmt->execute(['owner_sub' => $this->ownerSub]);
|
||||
$rows = $stmt->fetchAll(PDO::FETCH_ASSOC) ?: [];
|
||||
if ($rows === []) {
|
||||
throw new RuntimeException('Keine Positionen fuer den API-Abruf vorhanden.');
|
||||
}
|
||||
|
||||
$fetched = 0;
|
||||
$reused = 0;
|
||||
$skipped = 0;
|
||||
$failed = 0;
|
||||
$errors = [];
|
||||
|
||||
foreach ($rows as $row) {
|
||||
$instrumentId = (int) ($row['id'] ?? 0);
|
||||
$symbol = strtoupper(trim((string) ($row['symbol'] ?? '')));
|
||||
$quoteCurrency = $this->normalizeCurrency((string) ($row['quote_currency'] ?? $this->defaultReportCurrency));
|
||||
|
||||
if ($instrumentId <= 0 || $symbol === '') {
|
||||
$skipped++;
|
||||
continue;
|
||||
}
|
||||
|
||||
$latestApiQuote = $this->latestApiQuoteForInstrument($instrumentId);
|
||||
$latestTimestamp = is_array($latestApiQuote) ? strtotime((string) ($latestApiQuote['quoted_at'] ?? '')) : false;
|
||||
if ($latestTimestamp !== false && (time() - $latestTimestamp) < ($this->alphaMinIntervalMinutes * 60)) {
|
||||
$reused++;
|
||||
continue;
|
||||
}
|
||||
|
||||
$apiResult = \module_fn('boersenchecker', 'alpha_vantage_fetch_quote', $symbol);
|
||||
if (empty($apiResult['ok'])) {
|
||||
$failed++;
|
||||
$errors[] = (string) ($row['name'] ?? $symbol) . ': ' . (string) ($apiResult['message'] ?? 'API-Abruf fehlgeschlagen.');
|
||||
if (stripos((string) ($apiResult['message'] ?? ''), 'limit') !== false) {
|
||||
break;
|
||||
}
|
||||
continue;
|
||||
}
|
||||
|
||||
$this->storeQuote(
|
||||
$instrumentId,
|
||||
(float) $apiResult['price'],
|
||||
$quoteCurrency,
|
||||
(string) $apiResult['fetched_at'],
|
||||
(string) $apiResult['source']
|
||||
);
|
||||
$fetched++;
|
||||
}
|
||||
|
||||
if ($errors !== []) {
|
||||
throw new RuntimeException(
|
||||
'Alpha Vantage: ' . $fetched . ' neu, ' . $reused . ' wiederverwendet, ' . $skipped . ' ohne Symbol, ' . $failed . ' Fehler. '
|
||||
. implode(' | ', array_slice($errors, 0, 3))
|
||||
);
|
||||
}
|
||||
|
||||
return 'Alpha Vantage: ' . $fetched . ' neu, ' . $reused . ' wiederverwendet, ' . $skipped . ' ohne Symbol, ' . $failed . ' Fehler.';
|
||||
}
|
||||
|
||||
private function deleteQuote(): string
|
||||
{
|
||||
$quoteId = (int) ($_POST['quote_id'] ?? 0);
|
||||
$stmt = $this->pdo->prepare(
|
||||
'DELETE FROM ' . $this->quoteTable . '
|
||||
WHERE id = :id
|
||||
AND instrument_id IN (
|
||||
SELECT DISTINCT instrument_id
|
||||
FROM ' . $this->positionTable . '
|
||||
WHERE owner_sub = :owner_sub
|
||||
)'
|
||||
);
|
||||
$stmt->execute([
|
||||
'id' => $quoteId,
|
||||
'owner_sub' => $this->ownerSub,
|
||||
]);
|
||||
return 'Kurseintrag geloescht.';
|
||||
}
|
||||
|
||||
private function refreshFx(): string
|
||||
{
|
||||
$result = \module_fn('boersenchecker', 'fx_refresh', $this->defaultReportCurrency, $this->fxMaxAgeHours);
|
||||
if (empty($result['ok'])) {
|
||||
throw new RuntimeException((string) ($result['message'] ?? 'FX-Aktualisierung fehlgeschlagen.'));
|
||||
}
|
||||
return (string) ($result['message'] ?? 'FX-Daten aktualisiert.');
|
||||
}
|
||||
|
||||
private function fetchPortfolios(): array
|
||||
{
|
||||
$stmt = $this->pdo->prepare('SELECT * FROM ' . $this->portfolioTable . ' WHERE owner_sub = :owner_sub ORDER BY name ASC');
|
||||
$stmt->execute(['owner_sub' => $this->ownerSub]);
|
||||
return $stmt->fetchAll(PDO::FETCH_ASSOC) ?: [];
|
||||
}
|
||||
|
||||
private function fetchPositions(): array
|
||||
{
|
||||
$stmt = $this->pdo->prepare(
|
||||
'SELECT
|
||||
p.*,
|
||||
i.isin,
|
||||
i.wkn,
|
||||
i.symbol,
|
||||
i.name AS instrument_name,
|
||||
i.quote_currency,
|
||||
i.market
|
||||
FROM ' . $this->positionTable . ' p
|
||||
INNER JOIN ' . $this->instrumentTable . ' i ON i.id = p.instrument_id
|
||||
WHERE p.owner_sub = :owner_sub
|
||||
ORDER BY p.purchase_date DESC, p.id DESC'
|
||||
);
|
||||
$stmt->execute(['owner_sub' => $this->ownerSub]);
|
||||
return $stmt->fetchAll(PDO::FETCH_ASSOC) ?: [];
|
||||
}
|
||||
|
||||
private function buildInstrumentList(array $positions): array
|
||||
{
|
||||
$instrumentList = [];
|
||||
foreach ($positions as $position) {
|
||||
$instrumentId = (int) $position['instrument_id'];
|
||||
if (!isset($instrumentList[$instrumentId])) {
|
||||
$instrumentList[$instrumentId] = [
|
||||
'id' => $instrumentId,
|
||||
'name' => (string) $position['instrument_name'],
|
||||
'symbol' => (string) ($position['symbol'] ?? ''),
|
||||
'isin' => (string) ($position['isin'] ?? ''),
|
||||
'quote_currency' => (string) ($position['quote_currency'] ?? ''),
|
||||
];
|
||||
}
|
||||
}
|
||||
return $instrumentList;
|
||||
}
|
||||
|
||||
private function fetchQuotes(array $instrumentIds): array
|
||||
{
|
||||
$quoteHistory = [];
|
||||
$latestQuotes = [];
|
||||
if ($instrumentIds === []) {
|
||||
return [$quoteHistory, $latestQuotes];
|
||||
}
|
||||
|
||||
$placeholders = implode(',', array_fill(0, count($instrumentIds), '?'));
|
||||
$stmt = $this->pdo->prepare(
|
||||
'SELECT *
|
||||
FROM ' . $this->quoteTable . '
|
||||
WHERE instrument_id IN (' . $placeholders . ')
|
||||
ORDER BY quoted_at DESC, created_at DESC, id DESC'
|
||||
);
|
||||
$stmt->execute($instrumentIds);
|
||||
$quotes = $stmt->fetchAll(PDO::FETCH_ASSOC) ?: [];
|
||||
foreach ($quotes as $quote) {
|
||||
$instrumentId = (int) $quote['instrument_id'];
|
||||
$quoteHistory[$instrumentId][] = $quote;
|
||||
if (!isset($latestQuotes[$instrumentId])) {
|
||||
$latestQuotes[$instrumentId] = $quote;
|
||||
}
|
||||
}
|
||||
|
||||
return [$quoteHistory, $latestQuotes];
|
||||
}
|
||||
|
||||
private function buildPortfolioById(array $portfolios): array
|
||||
{
|
||||
$portfolioById = [];
|
||||
foreach ($portfolios as $portfolio) {
|
||||
$portfolio['base_currency'] = $this->normalizeCurrency((string) ($portfolio['base_currency'] ?? $this->defaultReportCurrency));
|
||||
$portfolioById[(int) $portfolio['id']] = $portfolio;
|
||||
}
|
||||
return $portfolioById;
|
||||
}
|
||||
|
||||
private function enrichPositions(array $positions, array $portfolioById, array $latestQuotes): array
|
||||
{
|
||||
$portfolioStats = [];
|
||||
foreach ($portfolioById as $portfolioId => $portfolio) {
|
||||
$portfolioStats[$portfolioId] = [
|
||||
'invested' => 0.0,
|
||||
'current' => 0.0,
|
||||
'gain' => 0.0,
|
||||
'positions' => 0,
|
||||
'has_invested' => false,
|
||||
'has_current' => false,
|
||||
];
|
||||
}
|
||||
|
||||
foreach ($positions as &$position) {
|
||||
$portfolioId = (int) $position['portfolio_id'];
|
||||
$baseCurrency = (string) ($portfolioById[$portfolioId]['base_currency'] ?? $this->defaultReportCurrency);
|
||||
$quantity = (float) $position['quantity'];
|
||||
$purchasePrice = (float) $position['purchase_price'];
|
||||
$fees = is_numeric($position['fees'] ?? null) ? (float) $position['fees'] : 0.0;
|
||||
$purchaseTotal = ($quantity * $purchasePrice) + $fees;
|
||||
$purchaseTotalBase = $this->convertAmount($purchaseTotal, (string) $position['purchase_currency'], $baseCurrency);
|
||||
$latestQuote = $latestQuotes[(int) $position['instrument_id']] ?? null;
|
||||
$currentTotalBase = null;
|
||||
|
||||
if (is_array($latestQuote) && is_numeric($latestQuote['price'] ?? null)) {
|
||||
$currentOriginal = $quantity * (float) $latestQuote['price'];
|
||||
$currentTotalBase = $this->convertAmount($currentOriginal, (string) $latestQuote['currency'], $baseCurrency);
|
||||
$position['latest_price'] = (float) $latestQuote['price'];
|
||||
$position['latest_currency'] = (string) $latestQuote['currency'];
|
||||
$position['latest_quoted_at'] = (string) $latestQuote['quoted_at'];
|
||||
$position['current_total_base'] = $currentTotalBase;
|
||||
} else {
|
||||
$position['latest_price'] = null;
|
||||
$position['latest_currency'] = null;
|
||||
$position['latest_quoted_at'] = null;
|
||||
$position['current_total_base'] = null;
|
||||
}
|
||||
|
||||
$position['purchase_total'] = $purchaseTotal;
|
||||
$position['purchase_total_base'] = $purchaseTotalBase;
|
||||
$position['base_currency'] = $baseCurrency;
|
||||
$position['gain_base'] = $currentTotalBase !== null && $purchaseTotalBase !== null
|
||||
? $currentTotalBase - $purchaseTotalBase
|
||||
: null;
|
||||
|
||||
if (isset($portfolioStats[$portfolioId])) {
|
||||
$portfolioStats[$portfolioId]['positions']++;
|
||||
if ($purchaseTotalBase !== null) {
|
||||
$portfolioStats[$portfolioId]['invested'] += $purchaseTotalBase;
|
||||
$portfolioStats[$portfolioId]['has_invested'] = true;
|
||||
}
|
||||
if ($currentTotalBase !== null) {
|
||||
$portfolioStats[$portfolioId]['current'] += $currentTotalBase;
|
||||
$portfolioStats[$portfolioId]['has_current'] = true;
|
||||
}
|
||||
}
|
||||
}
|
||||
unset($position);
|
||||
|
||||
foreach ($portfolioStats as &$stats) {
|
||||
$stats['gain'] = ($stats['has_invested'] && $stats['has_current'])
|
||||
? $stats['current'] - $stats['invested']
|
||||
: null;
|
||||
}
|
||||
unset($stats);
|
||||
|
||||
return [$positions, $portfolioStats];
|
||||
}
|
||||
|
||||
private function latestApiQuoteForInstrument(int $instrumentId): ?array
|
||||
{
|
||||
$stmt = $this->pdo->prepare(
|
||||
'SELECT *
|
||||
FROM ' . $this->quoteTable . '
|
||||
WHERE instrument_id = :instrument_id
|
||||
AND source LIKE :source
|
||||
ORDER BY quoted_at DESC, created_at DESC, id DESC
|
||||
LIMIT 1'
|
||||
);
|
||||
$stmt->execute([
|
||||
'instrument_id' => $instrumentId,
|
||||
'source' => 'alpha_vantage:%',
|
||||
]);
|
||||
$row = $stmt->fetch(PDO::FETCH_ASSOC);
|
||||
return is_array($row) ? $row : null;
|
||||
}
|
||||
|
||||
private function upsertInstrument(array $payload): int
|
||||
{
|
||||
$instrumentId = (int) ($payload['id'] ?? 0);
|
||||
$driver = strtolower((string) $this->pdo->getAttribute(PDO::ATTR_DRIVER_NAME));
|
||||
$data = [
|
||||
'isin' => trim((string) ($payload['isin'] ?? '')) ?: null,
|
||||
'wkn' => trim((string) ($payload['wkn'] ?? '')) ?: null,
|
||||
'symbol' => trim((string) ($payload['symbol'] ?? '')) ?: null,
|
||||
'name' => trim((string) ($payload['name'] ?? '')),
|
||||
'quote_currency' => $this->normalizeCurrency((string) ($payload['quote_currency'] ?? 'EUR')),
|
||||
'market' => trim((string) ($payload['market'] ?? '')) ?: null,
|
||||
];
|
||||
|
||||
if ($data['name'] === '') {
|
||||
throw new RuntimeException('Bitte mindestens einen Aktiennamen angeben.');
|
||||
}
|
||||
|
||||
if ($instrumentId <= 0) {
|
||||
$instrumentId = $this->findInstrumentId($payload) ?? 0;
|
||||
}
|
||||
|
||||
if ($instrumentId > 0) {
|
||||
$stmt = $this->pdo->prepare(
|
||||
'UPDATE ' . $this->instrumentTable . '
|
||||
SET isin = :isin, wkn = :wkn, symbol = :symbol, name = :name, quote_currency = :quote_currency, market = :market, updated_at = CURRENT_TIMESTAMP
|
||||
WHERE id = :id'
|
||||
);
|
||||
$stmt->execute($data + ['id' => $instrumentId]);
|
||||
return $instrumentId;
|
||||
}
|
||||
|
||||
if ($driver === 'pgsql') {
|
||||
$stmt = $this->pdo->prepare(
|
||||
'INSERT INTO ' . $this->instrumentTable . ' (isin, wkn, symbol, name, quote_currency, market)
|
||||
VALUES (:isin, :wkn, :symbol, :name, :quote_currency, :market)
|
||||
RETURNING id'
|
||||
);
|
||||
$stmt->execute($data);
|
||||
return (int) $stmt->fetchColumn();
|
||||
}
|
||||
|
||||
$stmt = $this->pdo->prepare(
|
||||
'INSERT INTO ' . $this->instrumentTable . ' (isin, wkn, symbol, name, quote_currency, market)
|
||||
VALUES (:isin, :wkn, :symbol, :name, :quote_currency, :market)'
|
||||
);
|
||||
$stmt->execute($data);
|
||||
return (int) $this->pdo->lastInsertId();
|
||||
}
|
||||
|
||||
private function findInstrumentId(array $payload): ?int
|
||||
{
|
||||
$isin = trim((string) ($payload['isin'] ?? ''));
|
||||
$symbol = trim((string) ($payload['symbol'] ?? ''));
|
||||
$name = trim((string) ($payload['name'] ?? ''));
|
||||
|
||||
if ($isin !== '') {
|
||||
$stmt = $this->pdo->prepare('SELECT id FROM ' . $this->instrumentTable . ' WHERE isin = :isin LIMIT 1');
|
||||
$stmt->execute(['isin' => $isin]);
|
||||
$id = $stmt->fetchColumn();
|
||||
if ($id !== false) {
|
||||
return (int) $id;
|
||||
}
|
||||
}
|
||||
|
||||
if ($symbol !== '' && $name !== '') {
|
||||
$stmt = $this->pdo->prepare('SELECT id FROM ' . $this->instrumentTable . ' WHERE symbol = :symbol AND name = :name LIMIT 1');
|
||||
$stmt->execute([
|
||||
'symbol' => $symbol,
|
||||
'name' => $name,
|
||||
]);
|
||||
$id = $stmt->fetchColumn();
|
||||
if ($id !== false) {
|
||||
return (int) $id;
|
||||
}
|
||||
}
|
||||
|
||||
return null;
|
||||
}
|
||||
|
||||
private function storeQuote(int $instrumentId, float $price, string $currency, string $quotedAt, string $source): void
|
||||
{
|
||||
$stmt = $this->pdo->prepare(
|
||||
'INSERT INTO ' . $this->quoteTable . ' (instrument_id, price, currency, quoted_at, source)
|
||||
VALUES (:instrument_id, :price, :currency, :quoted_at, :source)'
|
||||
);
|
||||
$stmt->execute([
|
||||
'instrument_id' => $instrumentId,
|
||||
'price' => $price,
|
||||
'currency' => $currency,
|
||||
'quoted_at' => $quotedAt,
|
||||
'source' => $source,
|
||||
]);
|
||||
}
|
||||
|
||||
private function convertAmount(?float $amount, string $from, string $to): ?float
|
||||
{
|
||||
if ($amount === null) {
|
||||
return null;
|
||||
}
|
||||
|
||||
$from = $this->normalizeCurrency($from);
|
||||
$to = $this->normalizeCurrency($to);
|
||||
if ($from === $to) {
|
||||
return $amount;
|
||||
}
|
||||
|
||||
$fxService = \module_fn('boersenchecker', 'fx_service');
|
||||
if (!$fxService || !method_exists($fxService, 'convert')) {
|
||||
return null;
|
||||
}
|
||||
|
||||
try {
|
||||
$value = $fxService->convert($amount, $from, $to);
|
||||
return is_numeric($value) ? (float) $value : null;
|
||||
} catch (\Throwable) {
|
||||
return null;
|
||||
}
|
||||
}
|
||||
|
||||
private function normalizeCurrency(?string $value, string $fallback = 'EUR'): string
|
||||
{
|
||||
$normalized = strtoupper(trim((string) $value));
|
||||
return $normalized !== '' ? $normalized : $fallback;
|
||||
}
|
||||
|
||||
private function normalizeDateTimeLocal(?string $value): string
|
||||
{
|
||||
$value = trim((string) $value);
|
||||
if ($value === '') {
|
||||
return date('Y-m-d H:i:s');
|
||||
}
|
||||
|
||||
$timestamp = strtotime($value);
|
||||
return $timestamp !== false ? date('Y-m-d H:i:s', $timestamp) : date('Y-m-d H:i:s');
|
||||
}
|
||||
|
||||
private function formatNumber(?float $value, int $scale = 2): string
|
||||
{
|
||||
if ($value === null) {
|
||||
return 'n/a';
|
||||
}
|
||||
|
||||
return number_format($value, $scale, ',', '.');
|
||||
}
|
||||
}
|
||||
Reference in New Issue
Block a user