120 lines
3.7 KiB
PHP
120 lines
3.7 KiB
PHP
<?php
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namespace App\Services;
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use App\Models\Account;
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use App\Models\AccountBalance;
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use Carbon\Carbon;
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use Illuminate\Support\Str;
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class RealEstateBalanceGeneratorService
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{
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/**
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* Generate historical monthly balances from purchase date to today
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* using linear interpolation between purchase price and current value.
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*
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* Balances are placed on:
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* - The purchase date (with purchase price)
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* - The 1st of each month from the month after purchase to the current month
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* - Today (with current value)
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*
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* Use $from/$to to generate only a specific date range while still
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* interpolating against the full purchase-to-today timeline.
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*/
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public function generateHistoricalBalances(
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Account $account,
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int $purchasePrice,
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Carbon $purchaseDate,
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int $currentValue,
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?Carbon $from = null,
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?Carbon $to = null,
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): void {
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$today = Carbon::today();
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if ($purchaseDate->isAfter($today)) {
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return;
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}
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$totalDays = (int) $purchaseDate->diffInDays($today);
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// If purchase date is today, just ensure today's balance exists
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if ($totalDays === 0) {
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$account->balances()->updateOrCreate(
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['balance_date' => $today->toDateString()],
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['balance' => $currentValue],
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);
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return;
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}
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$rangeStart = $from ?? $purchaseDate;
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$rangeEnd = $to ?? $today;
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$dates = $this->buildDateList($purchaseDate, $today, $rangeStart, $rangeEnd);
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if (empty($dates)) {
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return;
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}
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$now = now();
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$rows = [];
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foreach ($dates as $date) {
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$elapsedDays = $purchaseDate->diffInDays($date);
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$balance = (int) round(
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$purchasePrice + ($currentValue - $purchasePrice) * ($elapsedDays / $totalDays)
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);
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$rows[] = [
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'id' => (string) Str::uuid(),
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'account_id' => $account->id,
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'balance_date' => $date->toDateString(),
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'balance' => $balance,
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'created_at' => $now,
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'updated_at' => $now,
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];
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}
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AccountBalance::upsert($rows, ['account_id', 'balance_date'], ['balance', 'updated_at']);
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}
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/**
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* Build the list of dates for balance generation:
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* purchase date, 1st of each intermediate month, and today.
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*
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* Only dates within $rangeStart..$rangeEnd are included.
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*
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* @return Carbon[]
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*/
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private function buildDateList(Carbon $purchaseDate, Carbon $today, Carbon $rangeStart, Carbon $rangeEnd): array
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{
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$dates = [];
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// Start with the purchase date if it falls within the range
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if ($purchaseDate->gte($rangeStart) && $purchaseDate->lte($rangeEnd)) {
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$dates[] = $purchaseDate->copy();
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}
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// Add the 1st of each month from the month after purchase to the current month
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$firstOfNextMonth = $purchaseDate->copy()->addMonth()->startOfMonth();
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while ($firstOfNextMonth->lte($today)) {
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if ($firstOfNextMonth->gte($rangeStart) && $firstOfNextMonth->lte($rangeEnd)) {
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// Avoid duplicate if today is the 1st and matches this date
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if (! $firstOfNextMonth->isSameDay($today)) {
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$dates[] = $firstOfNextMonth->copy();
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}
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}
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$firstOfNextMonth->addMonth();
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}
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// End with today if it falls within the range (unless purchase date is today, handled above)
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if (! $purchaseDate->isSameDay($today) && $today->gte($rangeStart) && $today->lte($rangeEnd)) {
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$dates[] = $today->copy();
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}
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return $dates;
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}
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}
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