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Example code of whilesmart/eloquent-holdings

Informations about the package eloquent-holdings

whilesmart/eloquent-holdings

A polymorphic holdings register for Laravel: one model for anything you own and want to value, whether crypto, stocks, property, or collectibles. Each holding is scoped to an owner (a workspace, organization, user) through whilesmart/eloquent-owner-access, carries a quantity and a unit price, and can be priced by hand or refreshed automatically from a price provider you bind.

The package never hard codes a price source. It stores an opaque provider and external_ref, and asks a host-bound HoldingPriceProvider to resolve prices, so a CoinGecko, stock, or any other feed lives in your app, not here.

Install

Routes register automatically under the api prefix with auth:sanctum. Set HOLDINGS_REGISTER_ROUTES=false to mount them yourself.

Owning model

Add the trait to whatever owns holdings:

$holding->value returns quantity * unit_price in the holding's currency.

Live pricing

Implement HoldingPriceProvider in your app and bind it. The package groups auto-priced holdings by (provider, currency) and asks for current prices:

Refresh prices via the command (schedule it as you like) or the API:

A HoldingsRepriced event carries the ids of the holdings that changed, so the host can invalidate caches or recompute net worth.

Authorization

Records are owner-scoped. Bind an OwnerAuthorizer (see whilesmart/eloquent-owner-access) to decide who can see and modify each owner's holdings. Without one, the permissive default applies.

Endpoints

Method Path Action
GET /api/holdings List (owner-scoped; filter by owner_type/owner_id, price_source, q)
POST /api/holdings Create
GET /api/holdings/{holding} Show
PUT/PATCH /api/holdings/{holding} Update
DELETE /api/holdings/{holding} Delete (soft)
POST /api/holdings/reprice Refresh auto-priced holdings

Development

All versions of eloquent-holdings with dependencies

PHP Build Version
Package Version
Requires php Version ^8.2
laravel/framework Version ^11.0|^12.0
whilesmart/eloquent-owner-access Version ^1.0
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