wip import backup

This commit is contained in:
hackerESQ
2024-08-27 22:41:13 -05:00
parent 12f3003a3a
commit 5e4b30e516
11 changed files with 60 additions and 150 deletions
+1 -2
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@@ -29,8 +29,7 @@ class TransactionsSheet implements FromCollection, WithHeadings, WithTitle
'52 Week Low',
'52 Week High',
'Market Data Refresh Date',
'Gain/Loss Dollars',
'Owner ID'
'Gain/Loss Dollars'
];
}
+2 -5
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@@ -20,11 +20,8 @@ class BackupImport implements WithMultipleSheets
{
return [
'Portfolios' => new PortfoliosSheet,
'Transactions' => new TransactionsSheet,
'Market Data' => new MarketDataSheet,
'Dividends' => new DividendsSheet,
'Splits' => new SplitsSheet,
'Daily Changes' => new DailyChangesSheet,
// 'Transactions' => new TransactionsSheet,
// 'Daily Changes' => new DailyChangesSheet,
];
}
}
-29
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@@ -1,29 +0,0 @@
<?php
namespace App\Imports\Sheets;
use App\Models\Dividend;
use Illuminate\Support\Collection;
use Maatwebsite\Excel\Concerns\ToCollection;
use Maatwebsite\Excel\Concerns\SkipsEmptyRows;
use Maatwebsite\Excel\Concerns\WithHeadingRow;
class DividendsSheet implements ToCollection, WithHeadingRow, SkipsEmptyRows
{
// use Importable;
public function collection(Collection $dividend)
{
foreach ($dividend->sortBy('date') as $row) {
Dividend::updateOrCreate([
'symbol' => $row['symbol'],
'date' => $row['date'],
],[
'symbol' => $row['symbol'],
'dividend_amount' => $row['amount'] ?? 0,
'date' => $row['date'],
]);
}
}
}
-35
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@@ -1,35 +0,0 @@
<?php
namespace App\Imports\Sheets;
use App\Models\MarketData;
use Illuminate\Support\Collection;
use Maatwebsite\Excel\Concerns\ToCollection;
use Maatwebsite\Excel\Concerns\SkipsEmptyRows;
use Maatwebsite\Excel\Concerns\WithHeadingRow;
class MarketDataSheet implements ToCollection, WithHeadingRow, SkipsEmptyRows
{
// use Importable;
public function collection(Collection $market_data)
{
foreach ($market_data->sortBy('symbol') as $row) {
MarketData::updateOrCreate(
[
'symbol' => $row['symbol']
],
[
'symbol' => $row['symbol'],
'name' => $row['name'],
'market_value' => $row['market_value'],
'fifty_two_week_low' => $row['52_week_low'],
'fifty_two_week_high' => $row['52_week_high'],
'dividend_date' => $row['dividend_date'],
'splits_synced_to_holdings_at' => $row['splits_synced_to_holdings_at']
]
);
}
}
}
+9 -9
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@@ -14,18 +14,18 @@ class PortfoliosSheet implements ToCollection, WithHeadingRow, SkipsEmptyRows
public function collection(Collection $portfolios)
{
foreach ($portfolios->sortBy('date') as $row) {
foreach ($portfolios->sortBy('date') as $portfolio) {
Portfolio::myPortfolios()
->where(['id' => $row['id']])
->orWhere(['title' => $row['title']])
->firstOr(function () use ($row) {
auth()->user()->portfolios()
->where(['id' => $portfolio['id']])
->orWhere(['title' => $portfolio['title']])
->firstOr(function () use ($portfolio) {
return Portfolio::make()->forceFill([
'id' => $row['id'] ?? null,
'title' => $row['title'],
'wishlist' => $row['wishlist'] ?? false,
'notes' => $row['notes'],
'id' => $portfolio['id'] ?? null,
'title' => $portfolio['title'],
'wishlist' => $portfolio['wishlist'] ?? false,
'notes' => $portfolio['notes'],
])->save();
});
}
-29
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@@ -1,29 +0,0 @@
<?php
namespace App\Imports\Sheets;
use App\Models\Split;
use Illuminate\Support\Collection;
use Maatwebsite\Excel\Concerns\ToCollection;
use Maatwebsite\Excel\Concerns\SkipsEmptyRows;
use Maatwebsite\Excel\Concerns\WithHeadingRow;
class SplitsSheet implements ToCollection, WithHeadingRow, SkipsEmptyRows
{
// use Importable;
public function collection(Collection $dividend)
{
foreach ($dividend->sortBy('date') as $row) {
Split::updateOrCreate([
'symbol' => $row['symbol'],
'date' => $row['date'],
],[
'symbol' => $row['symbol'],
'split_amount' => $row['split'],
'date' => $row['date'],
]);
}
}
}
+1
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@@ -91,6 +91,7 @@
"Upload or recover your Investbrain portfolio and holdings.": "Upload or recover your Investbrain portfolio and holdings.",
"Download all of your portfolios and transactions.": "Download all of your portfolios and transactions.",
"Import / Export Data": "Import / Export Data",
"Successfully imported!": "Successfully imported!",
"Select a file": "Select a file",
"Download Export": "Download Export",
"Your email address is unverified.": "Your email address is unverified.",
+1
View File
@@ -91,6 +91,7 @@
"Upload or recover your Investbrain portfolio and holdings.": "Sube o recupera tu portafolio y participaciones de Investbrain.",
"Download all of your portfolios and transactions.": "Descarga todos tus portafolios y transacciones.",
"Import / Export Data": "Importar / Exportar Datos",
"Successfully imported!": "¡Importado con éxito!",
"Select a file": "Seleccionar un archivo",
"Download Export": "Descargar Exportación",
"Your email address is unverified.": "Tu dirección de correo electrónico no está verificada.",
+10 -10
View File
@@ -73,6 +73,15 @@
{{ Number::currency($holding->dividends_earned ?? 0) }}
</p>
<p class="pt-2 text-sm">
{{ __('Market Data Age') }}:
{{ \Carbon\Carbon::parse($market_data->updated_at)->diffForHumans() }}
</p>
</x-ib-card>
<x-ib-card title="{{ __('Fundamentals') }}" class="md:col-span-4">
<p>
<span class="font-bold">{{ __('52 week') }}: </span>
@@ -83,16 +92,7 @@
/>
</p>
<p class="pt-2 text-sm">
{{ __('Market Data Age') }}:
{{ \Carbon\Carbon::parse($market_data->updated_at)->diffForHumans() }}
</p>
</x-ib-card>
<x-ib-card title="{{ __('Fundamentals') }}" class="md:col-span-4">
<p>
<span class="font-bold">{{ __('Forward PE') }}: </span>
{{ $market_data->forward_pe }}
+3 -28
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@@ -1,37 +1,14 @@
<x-app-layout>
<div class="max-w-7xl mx-auto sm:px-6 lg:px-8">
<x-forms.form-section submit="updateProfileInformation">
<x-slot name="title">
{{ __('Import') }}
</x-slot>
<x-slot name="description">
{{ __('Upload or recover your Investbrain portfolio and holdings.') }}
</x-slot>
<x-slot name="form">
<!-- Name -->
<div class="col-span-6 sm:col-span-4">
@livewire('import-portfolios-field')
</div>
</x-slot>
<x-slot name="actions">
<x-button type="submit">
{{ __('Import') }}
</x-button>
</x-slot>
</x-forms.form-section>
@livewire('import-portfolios-field')
<x-section-border />
</div>
<div class="max-w-7xl mx-auto sm:px-6 lg:px-8">
<x-forms.action-section submit="updateProfileInformation">
<x-forms.action-section>
<x-slot name="title">
{{ __('Export') }}
</x-slot>
@@ -42,11 +19,9 @@
<x-slot name="content">
<!-- Name -->
<div class="col-span-6 sm:col-span-4">
@livewire('export-portfolios-button')
</div>
</x-slot>
@@ -3,6 +3,7 @@
use Livewire\WithFileUploads;
use Livewire\Volt\Component;
use Mary\Traits\Toast;
use App\Imports\BackupImport;
new class extends Component {
use Toast;
@@ -12,12 +13,41 @@ new class extends Component {
public $file;
// methods
public function mount()
public function import()
{
//
$import = (new BackupImport)->import($this->file);
$this->success(__('Successfully imported!'));
// Artisan::queue(RefreshHoldingData::class);
}
}; ?>
<x-file wire:model="file" label="{{ __('Select a file') }}" hint="" accept="application/pdf" required />
<x-forms.form-section submit="import">
<x-slot name="title">
{{ __('Import') }}
</x-slot>
<x-slot name="description">
{{ __('Upload or recover your Investbrain portfolio and holdings.') }}
</x-slot>
<x-slot name="form">
<div class="col-span-6 sm:col-span-4">
<x-file wire:model="file" label="{{ __('Select a file') }}" hint="" accept=".xlsx" required />
</div>
</x-slot>
<x-slot name="actions">
<x-button type="submit">
{{ __('Import') }}
</x-button>
</x-slot>
</x-forms.form-section>