This commit is contained in:
hackerESQ
2024-08-30 20:22:28 -05:00
parent df1071d628
commit 8b86dace13
14 changed files with 137 additions and 139 deletions
+4 -2
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@@ -2,6 +2,7 @@
namespace App\Imports;
use Illuminate\Support\Facades\DB;
use App\Imports\Sheets\SplitsSheet;
use App\Imports\Sheets\DividendsSheet;
use App\Imports\Sheets\MarketDataSheet;
@@ -10,6 +11,7 @@ use Illuminate\Support\Facades\Artisan;
use Maatwebsite\Excel\Events\AfterSheet;
use App\Imports\Sheets\DailyChangesSheet;
use App\Imports\Sheets\TransactionsSheet;
use Maatwebsite\Excel\Events\BeforeSheet;
use Maatwebsite\Excel\Concerns\Importable;
use Maatwebsite\Excel\Concerns\WithEvents;
use App\Console\Commands\RefreshHoldingData;
@@ -26,9 +28,9 @@ class BackupImport implements WithMultipleSheets, WithEvents
public function registerEvents(): array
{
return [
// BeforeSheet::class => DB::commit(),
// AfterSheet::class => Artisan::queue(RefreshHoldingData::class),
AfterSheet::class => Artisan::call(RefreshHoldingData::class)
// AfterSheet::class => Artisan::call(RefreshHoldingData::class)
];
}
+20 -29
View File
@@ -6,6 +6,7 @@ use Exception;
use App\Models\DailyChange;
use Illuminate\Support\Collection;
use Maatwebsite\Excel\Concerns\ToCollection;
use App\Imports\ValidatesPortfolioPermissions;
use Maatwebsite\Excel\Concerns\SkipsEmptyRows;
use Maatwebsite\Excel\Concerns\WithHeadingRow;
use Maatwebsite\Excel\Concerns\WithValidation;
@@ -13,44 +14,34 @@ use Maatwebsite\Excel\Concerns\WithChunkReading;
class DailyChangesSheet implements ToCollection, WithHeadingRow, WithValidation, SkipsEmptyRows, WithChunkReading
{
use ValidatesPortfolioPermissions;
public function collection(Collection $dailyChanges)
{
$this->validatePortfolioPermissions($dailyChanges);
$portfolios = auth()->user()->portfolios->pluck('id');
$dailyChanges->pluck('portfolio_id')->unique()->each(function($portfolio) use ($portfolios) {
foreach ($dailyChanges as $dailyChange) {
if (!$portfolios->contains($portfolio)) {
throw new Exception('You do not have permission to access that portfolio.');
}
});
DailyChange::withoutEvents(function () use ($dailyChanges) {
foreach ($dailyChanges as $dailyChange) {
DailyChange::updateOrCreate([
'date' => $dailyChange['date'],
'portfolio_id' => $dailyChange['portfolio_id'],
],[
'portfolio_id' => $dailyChange['portfolio_id'],
'date' => $dailyChange['date'],
'total_market_value' => $dailyChange['total_market_value'],
'total_cost_basis' => $dailyChange['total_cost_basis'],
'total_gain' => $dailyChange['total_gain'],
'total_dividends' => $dailyChange['total_dividends'],
'realized_gains' => $dailyChange['realized_gains'],
'annotation' => $dailyChange['annotation'],
]);
}
});
DailyChange::updateOrCreate([
'date' => $dailyChange['date'],
'portfolio_id' => $dailyChange['portfolio_id'],
],[
'portfolio_id' => $dailyChange['portfolio_id'],
'date' => $dailyChange['date'],
'total_market_value' => $dailyChange['total_market_value'],
'total_cost_basis' => $dailyChange['total_cost_basis'],
'total_gain' => $dailyChange['total_gain'],
'total_dividends' => $dailyChange['total_dividends'],
'realized_gains' => $dailyChange['realized_gains'],
'annotation' => $dailyChange['annotation'],
]);
}
}
public function rules(): array
{
return [
'portfolio_id' => ['required'],
'portfolio_id' => ['required', 'exists:portfolios,id'],
'date' => ['required', 'date'],
'total_market_value' => ['sometimes', 'nullable', 'numeric'],
'total_cost_basis' => ['sometimes', 'nullable', 'min:0', 'numeric'],
+12 -18
View File
@@ -3,7 +3,6 @@
namespace App\Imports\Sheets;
use App\Models\Portfolio;
use Illuminate\Validation\Rule;
use Illuminate\Support\Collection;
use Maatwebsite\Excel\Concerns\ToCollection;
use Maatwebsite\Excel\Concerns\SkipsEmptyRows;
@@ -14,24 +13,19 @@ class PortfoliosSheet implements ToCollection, WithValidation, WithHeadingRow, S
{
public function collection(Collection $portfolios)
{
Portfolio::withoutEvents(function () use ($portfolios) {
foreach ($portfolios as $portfolio) {
foreach ($portfolios as $portfolio) {
Portfolio::unguard();
auth()->user()->portfolios()
->where(['id' => $portfolio['portfolio_id']])
->orWhere(['title' => $portfolio['title']])
->firstOr(function () use ($portfolio) {
return Portfolio::make()->forceFill([
'id' => $portfolio['portfolio_id'] ?? null,
'title' => $portfolio['title'],
'wishlist' => $portfolio['wishlist'] ?? false,
'notes' => $portfolio['notes'],
])->save();
});
}
});
Portfolio::updateOrCreate([
'id' => $portfolio['portfolio_id']
], [
'id' => $portfolio['portfolio_id'] ?? null,
'title' => $portfolio['title'],
'wishlist' => $portfolio['wishlist'] ?? false,
'notes' => $portfolio['notes'],
]);
}
}
public function rules(): array
+14 -15
View File
@@ -2,10 +2,10 @@
namespace App\Imports\Sheets;
use App\Models\Holding;
use App\Models\Transaction;
use Illuminate\Support\Collection;
use Maatwebsite\Excel\Concerns\ToCollection;
use App\Imports\ValidatesPortfolioPermissions;
use Maatwebsite\Excel\Concerns\SkipsEmptyRows;
use Maatwebsite\Excel\Concerns\WithHeadingRow;
use Maatwebsite\Excel\Concerns\WithValidation;
@@ -13,16 +13,20 @@ use Maatwebsite\Excel\Concerns\WithChunkReading;
class TransactionsSheet implements ToCollection, WithHeadingRow, WithValidation, SkipsEmptyRows, WithChunkReading
{
use ValidatesPortfolioPermissions;
public function collection(Collection $transactions)
{
$this->validatePortfolioPermissions($transactions);
Transaction::withoutEvents(function () use ($transactions) {
foreach ($transactions->sortBy('date') as $transaction) {
$transaction = Transaction::where('id', $transaction['transaction_id'])
Transaction::where('id', $transaction['transaction_id'])
->firstOr(function () use ($transaction) {
return Transaction::make()->forceFill([
$transaction = Transaction::make()->forceFill([
'id' => $transaction['transaction_id'],
'symbol' => $transaction['symbol'],
'portfolio_id' => $transaction['portfolio_id'],
@@ -32,21 +36,16 @@ class TransactionsSheet implements ToCollection, WithHeadingRow, WithValidation,
'sale_price' => $transaction['sale_price'],
'split' => $transaction['split'] ?? null,
'date' => $transaction['date'],
])->save();
});
]);
Holding::firstOrCreate([
'symbol' => $transaction['symbol'],
'portfolio_id' => $transaction['portfolio_id'],
], [
'quantity' => 0,
'average_cost_basis' => 0,
'total_cost_basis' => 0,
'realized_gain_dollars' => 0,
'dividends_earned' => 0
]);
$transaction->save();
return $transaction;
})
->syncHolding();
}
});
}
public function rules(): array
@@ -0,0 +1,21 @@
<?php
namespace App\Imports;
use Exception;
trait ValidatesPortfolioPermissions {
public function validatePortfolioPermissions($collection)
{
$portfolios = auth()->user()->portfolios->pluck('id');
$collection->pluck('portfolio_id')->unique()->each(function($portfolio) use ($portfolios) {
if (!$portfolios->contains($portfolio)) {
throw new Exception('You do not have permission to access that portfolio.');
}
});
}
}