wip

app/Imports/Sheets/DailyChangesSheet.php

@@ -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'],

app/Imports/Sheets/PortfoliosSheet.php

@@ -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

app/Imports/Sheets/TransactionsSheet.php

@@ -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