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Migrate to laravel ai sdk (#181)

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Also
* upgrade to livewire 4
* replace rappsoft tables with filament
This commit is contained in:
hackerESQ
2026-03-13 15:21:22 -05:00
committed by GitHub
parent fc6b7a8c52
commit 66889abc72
57 changed files with 4064 additions and 1761 deletions
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app/Livewire/Datatables/HoldingsTable.php
-171
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@@ -1,171 +0,0 @@
<?php
declare(strict_types=1);
namespace App\Livewire\Datatables;
use App\Models\Holding;
use Illuminate\Database\Eloquent\Builder;
use Illuminate\Support\Number;
use Rappasoft\LaravelLivewireTables\DataTableComponent;
use Rappasoft\LaravelLivewireTables\Views\Column;
class HoldingsTable extends DataTableComponent
{
public $portfolio;
public array $hiddenColumns = [];
public function mount($portfolio): void
{
//
}
public function builder(): Builder
{
return Holding::query()
->portfolio($this->portfolio->id)
->with(['market_data'])
->withCount(['transactions as num_transactions' => function ($query) {
return $query->whereRaw('transactions.symbol = holdings.symbol');
}])
->withPerformance();
}
public function configure(): void
{
$this->hiddenColumns = ['name', 'average_cost_basis', 'market_value', 'fifty_two_week_low', 'fifty_two_week_high'];
$this->setTableWrapperAttributes([
'default' => false,
'default-styling' => false,
'default-colors' => false,
'class' => 'overflow-scroll',
]);
$this->setTableAttributes([
'default' => false,
'default-styling' => false,
'default-colors' => false,
'class' => 'table',
]);
$this->setTheadAttributes([
'default' => false,
'default-styling' => true,
'default-colors' => false,
]);
$this->setThAttributes(function (Column $column) {
$attributes = [
'default' => false,
'default-styling' => false,
'default-colors' => false,
'class' => 'text-xs font-medium whitespace-nowrap uppercase tracking-wider text-nowrap',
];
if (in_array($column->getField(), $this->hiddenColumns)) {
$attributes['class'] = $attributes['class'].' hidden md:table-cell';
}
return $attributes;
});
$this->setThSortButtonAttributes(fn () => [
'default' => false,
'default-styling' => true,
'default-colors' => false,
'class' => 'cursor-pointer',
]);
$this->setTbodyAttributes([
'default' => false,
'default-styling' => true,
'default-colors' => false,
]);
$this->setTrAttributes(fn () => [
'default' => false,
'default-styling' => true,
'default-colors' => false,
'class' => 'cursor-pointer hover:bg-neutral/25',
]);
$this->setTdAttributes(function (Column $column) {
$attributes = [
'default' => false,
'default-styling' => false,
'default-colors' => false,
'class' => 'text-nowrap',
];
if (in_array($column->getField(), $this->hiddenColumns)) {
$attributes['class'] = $attributes['class'].' hidden md:table-cell';
}
return $attributes;
});
$this->setDefaultSort('symbol', 'asc');
$this->setToolsDisabled();
$this->setFooterDisabled();
$this->setPaginationDisabled();
$this->setDisplayPaginationDetailsDisabled();
$this->setPrimaryKey('id');
$this->setTableRowUrl(function ($row) {
return route('holding.show', ['portfolio' => $row->portfolio_id, 'symbol' => $row->symbol]);
})->setTableRowUrlTarget(function ($row) {
return 'navigate';
});
}
public function columns(): array
{
return [
Column::make(__('Symbol'), 'symbol')
->sortable(),
Column::make(__('Name'), 'market_data.name')
->sortable(),
Column::make(__('Quantity'), 'quantity')
->sortable(),
Column::make(__('Average Cost Basis'), 'average_cost_basis')
->sortable()
->format(fn ($value, $row) => Number::currency($value ?? 0, $row->market_data?->currency)),
Column::make(__('Total Cost Basis'), 'total_cost_basis')
->sortable()
->format(fn ($value, $row) => Number::currency($value ?? 0, $row->market_data?->currency)),
Column::make(__('Market Value'), 'market_data.market_value')
->sortable()
->format(fn ($value, $row) => Number::currency($value ?? 0, $row->market_data?->currency)),
Column::make(__('Total Market Value'))
->sortable(fn (Builder $query, string $direction) => $query->orderBy('total_market_value', $direction))
->label(fn ($row) => Number::currency($row->total_market_value ?? 0, $row->market_data?->currency)),
Column::make(__('Market Gain/Loss'))
->html()
->label(fn ($row) => Number::currency($row->market_gain_dollars ?? 0, $row->market_data?->currency).view('components.ui.gain-loss-arrow-badge', [
'costBasis' => $row->average_cost_basis,
'marketValue' => $row->market_data?->market_value,
'small' => true,
]))
->sortable(fn (Builder $query, string $direction) => $query->orderBy('market_gain_dollars', $direction)),
Column::make(__('Realized Gain/Loss'), 'realized_gain_dollars')
->sortable()
->format(fn ($value, $row) => Number::currency($value ?? 0, $row->market_data?->currency)),
Column::make(__('Dividends Earned'), 'dividends_earned')
->sortable()
->format(fn ($value, $row) => Number::currency($value ?? 0, $row->market_data?->currency)),
Column::make(__('52 week low'), 'market_data.fifty_two_week_low')
->sortable()
->format(fn ($value, $row) => Number::currency($value ?? 0, $row->market_data?->currency)),
Column::make(__('52 week high'), 'market_data.fifty_two_week_high')
->sortable()
->format(fn ($value, $row) => Number::currency($value ?? 0, $row->market_data?->currency)),
Column::make(__('Number of Transactions'))
->sortable(fn (Builder $query, string $direction) => $query->orderBy('num_transactions', $direction))
->label(fn ($row) => $row->num_transactions),
Column::make(__('Last Refreshed'), 'market_data.updated_at')
->sortable()
->format(fn ($value) => \Carbon\Carbon::parse($value)->diffForHumans()),
];
}
}
app/Livewire/Datatables/TransactionsTable.php
-159
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@@ -1,159 +0,0 @@
<?php
declare(strict_types=1);
namespace App\Livewire\Datatables;
use App\Models\Transaction;
use Illuminate\Database\Eloquent\Builder;
use Illuminate\Support\Number;
use Rappasoft\LaravelLivewireTables\DataTableComponent;
use Rappasoft\LaravelLivewireTables\Views\Column;
class TransactionsTable extends DataTableComponent
{
public array $hiddenColumns = [];
public function mount(): void
{
//
}
public function builder(): Builder
{
return Transaction::query()
->with(['portfolio', 'market_data'])
->myTransactions()
->addSelect(['portfolio_id', 'transaction_type', 'split', 'cost_basis'])
->selectRaw('
(CASE
WHEN transaction_type = \'SELL\'
THEN COALESCE(transactions.sale_price, 0)
ELSE COALESCE(market_data.market_value, 0)
END) - COALESCE(transactions.cost_basis, 0) AS gain_dollars');
}
public function configure(): void
{
$this->hiddenColumns = ['name', 'cost_basis', 'gain_dollars'];
$this->setTableWrapperAttributes([
'default' => false,
'default-styling' => false,
'default-colors' => false,
'class' => 'overflow-scroll',
]);
$this->setTableAttributes([
'default' => false,
'default-styling' => false,
'default-colors' => false,
'class' => 'table',
]);
$this->setTheadAttributes([
'default' => false,
'default-styling' => true,
'default-colors' => false,
]);
$this->setThAttributes(function (Column $column) {
$attributes = [
'default' => false,
'default-styling' => false,
'default-colors' => false,
'class' => 'text-xs font-medium whitespace-nowrap uppercase tracking-wider text-nowrap',
];
if (in_array($column->getField(), $this->hiddenColumns)) {
$attributes['class'] = $attributes['class'].' hidden md:table-cell';
}
return $attributes;
});
$this->setThSortButtonAttributes(fn () => [
'default' => false,
'default-styling' => true,
'default-colors' => false,
'class' => 'cursor-pointer',
]);
$this->setTbodyAttributes([
'default' => false,
'default-styling' => true,
'default-colors' => false,
]);
$this->setTrAttributes(fn () => [
'default' => false,
'default-styling' => true,
'default-colors' => false,
'class' => 'cursor-pointer hover:bg-neutral/25',
]);
$this->setTdAttributes(function (Column $column) {
$attributes = [
'default' => false,
'default-styling' => false,
'default-colors' => false,
'class' => 'text-nowrap',
];
if (in_array($column->getField(), $this->hiddenColumns)) {
$attributes['class'] = $attributes['class'].' hidden md:table-cell';
}
return $attributes;
});
$this->setDefaultSort('date', 'desc');
$this->setPerPageAccepted([10, 15, 20]);
$this->setPerPage(15);
$this->setSearchDisabled();
$this->setColumnSelectDisabled();
$this->setPerPageVisibilityDisabled();
$this->setFooterDisabled();
$this->setPrimaryKey('id');
$this->setTableRowUrl(function ($row) {
return route('holding.show', ['portfolio' => $row->portfolio_id, 'symbol' => $row->symbol]);
})->setTableRowUrlTarget(function ($row) {
return 'navigate';
});
}
public function columns(): array
{
return [
Column::make(__('Date'), 'date')
->sortable()
->format(fn ($value) => \Carbon\Carbon::parse($value)->format('M d, Y')),
Column::make(__('Portfolio'), 'portfolio.title')
->sortable(),
Column::make(__('Symbol'), 'symbol')
->sortable(),
Column::make(__('Name'), 'market_data.name')
->sortable(),
Column::make(__('Type'), 'transaction_type')
->label(fn ($row) => view('components.ui.badge', [
'value' => $row->split ? 'SPLIT'
: ($row->reinvested_dividend
? 'REINVEST'
: $row->transaction_type),
'class' => ($row->transaction_type == 'BUY'
? 'badge-success'
: 'badge-error').' badge-sm mr-3',
]))
->sortable(fn (Builder $query, string $direction) => $query->orderBy('transaction_type', $direction)),
Column::make(__('Quantity'), 'quantity')
->sortable(),
Column::make(__('Cost Basis'), 'cost_basis')
->sortable(fn (Builder $query, string $direction) => $query->orderBy('cost_basis', $direction))
->label(fn ($row) => Number::currency($row->cost_basis ?? 0, $row->market_data->currency)),
Column::make(__('Gain/Loss'), 'gain_dollars')
->sortable(fn (Builder $query, string $direction) => $query->orderBy('gain_dollars', $direction))
->label(fn ($row) => Number::currency($row->gain_dollars ?? 0, $row->market_data->currency)),
];
}
}
app/Livewire/Tables/HoldingsTable.php
+119
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@@ -0,0 +1,119 @@
<?php
declare(strict_types=1);
namespace App\Livewire\Tables;
use App\Models\Holding;
use Filament\Actions\Concerns\InteractsWithActions;
use Filament\Actions\Contracts\HasActions;
use Filament\Schemas\Concerns\InteractsWithSchemas;
use Filament\Schemas\Contracts\HasSchemas;
use Filament\Support\Contracts\TranslatableContentDriver;
use Filament\Tables\Columns\TextColumn;
use Filament\Tables\Concerns\InteractsWithTable;
use Filament\Tables\Contracts\HasTable;
use Filament\Tables\Table;
use Illuminate\Support\Number;
use Livewire\Component;
class HoldingsTable extends Component implements HasActions, HasSchemas, HasTable
{
use InteractsWithActions;
use InteractsWithSchemas;
use InteractsWithTable;
public $portfolio;
public function makeFilamentTranslatableContentDriver(): ?TranslatableContentDriver
{
return null;
}
public function table(Table $table): Table
{
return $table
->query(
Holding::query()
->portfolio($this->portfolio->id)
->withMarketData()
->withCount(['transactions as num_transactions' => function ($query) {
return $query->whereRaw('transactions.symbol = holdings.symbol');
}])
->withPerformance()
)
->defaultSort('symbol', 'asc')
->paginated(false)
->recordUrl(fn ($record) => route('holding.show', ['portfolio' => $record->portfolio_id, 'symbol' => $record->symbol]))
->columns([
TextColumn::make('symbol')
->label(__('Symbol'))
->sortable(),
TextColumn::make('market_data.name')
->label(__('Name'))
->sortable(),
TextColumn::make('quantity')
->label(__('Quantity'))
->sortable(),
TextColumn::make('average_cost_basis')
->label(__('Average Cost Basis'))
->sortable()
->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data?->currency)),
TextColumn::make('total_cost_basis')
->label(__('Total Cost Basis'))
->sortable()
->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data?->currency)),
TextColumn::make('market_data.market_value')
->label(__('Market Value'))
->sortable()
->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data?->currency)),
TextColumn::make('total_market_value')
->label(__('Total Market Value'))
->sortable()
->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data?->currency)),
TextColumn::make('market_gain_dollars')
->label(__('Market Gain/Loss'))
->sortable()
->html()
->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data?->currency).view('components.ui.gain-loss-arrow-badge', [
'costBasis' => $record->average_cost_basis,
'marketValue' => $record->market_data?->market_value,
'small' => true,
])->render()),
TextColumn::make('realized_gain_dollars')
->label(__('Realized Gain/Loss'))
->sortable()
->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data?->currency)),
TextColumn::make('dividends_earned')
->label(__('Dividends Earned'))
->sortable()
->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data?->currency)),
TextColumn::make('market_data.fifty_two_week_low')
->label(__('52 week low'))
->sortable()
->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data?->currency)),
TextColumn::make('market_data.fifty_two_week_high')
->label(__('52 week high'))
->sortable()
->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data?->currency)),
TextColumn::make('num_transactions')
->label(__('Number of Transactions'))
->sortable(),
TextColumn::make('market_data.updated_at')
->label(__('Last Refreshed'))
->sortable()
->since(),
])
->stackedOnMobile();
}
public function render(): string
{
return <<<'HTML'
<div>
{{ $this->table }}
</div>
HTML;
}
}
app/Livewire/Tables/TransactionsTable.php
+107
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@@ -0,0 +1,107 @@
<?php
declare(strict_types=1);
namespace App\Livewire\Tables;
use App\Models\Transaction;
use Carbon\Carbon;
use Filament\Actions\Concerns\InteractsWithActions;
use Filament\Actions\Contracts\HasActions;
use Filament\Schemas\Concerns\InteractsWithSchemas;
use Filament\Schemas\Contracts\HasSchemas;
use Filament\Support\Contracts\TranslatableContentDriver;
use Filament\Tables\Columns\TextColumn;
use Filament\Tables\Concerns\InteractsWithTable;
use Filament\Tables\Contracts\HasTable;
use Filament\Tables\Filters\SelectFilter;
use Filament\Tables\Table;
use Illuminate\Support\Number;
use Livewire\Component;
class TransactionsTable extends Component implements HasActions, HasSchemas, HasTable
{
use InteractsWithActions;
use InteractsWithSchemas;
use InteractsWithTable;
public function makeFilamentTranslatableContentDriver(): ?TranslatableContentDriver
{
return null;
}
public function table(Table $table): Table
{
return $table
->filters([
SelectFilter::make('transaction_type')
->options([
'BUY' => 'BUY',
'SELL' => 'SELL',
]),
SelectFilter::make('portfolio')
->relationship('portfolio', 'title'),
])
->deferFilters(false)
->query(
Transaction::query()
->with(['portfolio', 'market_data'])
->myTransactions()
->addSelect(['transactions.*'])
->selectRaw('
(CASE
WHEN transaction_type = \'SELL\'
THEN COALESCE(transactions.sale_price, 0)
ELSE COALESCE((SELECT market_value FROM market_data WHERE market_data.symbol = transactions.symbol LIMIT 1), 0)
END) - COALESCE(transactions.cost_basis, 0) AS gain_dollars')
)
->defaultSort('date', 'desc')
->extremePaginationLinks()
->paginated([10])
->defaultPaginationPageOption(10)
->recordUrl(fn ($record) => route('holding.show', ['portfolio' => $record->portfolio_id, 'symbol' => $record->symbol]))
->columns([
TextColumn::make('date')
->label(__('Date'))
->sortable()
->formatStateUsing(fn ($state) => Carbon::parse($state)->format('M d, Y')),
TextColumn::make('portfolio.title')
->label(__('Portfolio'))
->sortable(),
TextColumn::make('symbol')
->label(__('Symbol'))
->sortable(),
TextColumn::make('market_data.name')
->label(__('Name'))
->sortable(),
TextColumn::make('transaction_type')
->label(__('Type'))
->sortable()
->html()
->formatStateUsing(fn ($state, $record) => view('components.ui.badge', [
'value' => $record->split ? 'SPLIT' : ($record->reinvested_dividend ? 'REINVEST' : $record->transaction_type),
'class' => ($record->transaction_type == 'BUY' ? 'badge-success' : 'badge-error').' badge-sm mr-3',
])->render()),
TextColumn::make('quantity')
->label(__('Quantity'))
->sortable(),
TextColumn::make('cost_basis')
->label(__('Cost Basis'))
->sortable()
->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data->currency)),
TextColumn::make('gain_dollars')
->label(__('Gain/Loss'))
->sortable()
->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data->currency)),
]);
}
public function render(): string
{
return <<<'HTML'
<div>
{{ $this->table }}
</div>
HTML;
}
}