mock up import export

2024-08-07 18:29:23 -05:00
parent b090908d09
commit 991d484152
19 changed files with 1085 additions and 2 deletions
@@ -0,0 +1,32 @@
+<?php
+
+namespace App\Exports;
+
+use App\Exports\Sheets\DailyChangesSheet;
+use App\Exports\Sheets\SplitsSheet;
+use App\Exports\Sheets\DividendsSheet;
+use App\Exports\Sheets\MarketDataSheet;
+use App\Exports\Sheets\PortfoliosSheet;
+use App\Exports\Sheets\TransactionsSheet;
+use Maatwebsite\Excel\Concerns\Exportable;
+use Maatwebsite\Excel\Concerns\WithMultipleSheets;
+
+class BackupExport implements WithMultipleSheets
+{
+    use Exportable;
+
+    /**
+     * @return array
+     */
+    public function sheets(): array
+    {
+            return [
+                new PortfoliosSheet,
+                new TransactionsSheet,
+                new MarketDataSheet,
+                new DividendsSheet,
+                new SplitsSheet,
+                new DailyChangesSheet
+            ];
+    }
+}
@@ -0,0 +1,41 @@
+<?php
+
+namespace App\Exports\Sheets;
+
+use App\Models\DailyChange;
+use Maatwebsite\Excel\Concerns\FromCollection;
+use Maatwebsite\Excel\Concerns\WithHeadings;
+use Maatwebsite\Excel\Concerns\WithTitle;
+
+class DailyChangesSheet implements FromCollection, WithHeadings, WithTitle
+{
+    public function headings(): array
+    {
+        return [
+            'Date',
+            'User',
+            'Total Market Value',
+            'Total Cost Basis',
+            'Total Gain Loss',
+            'Total Dividends',
+            'Realized Gains',
+            'Notes'
+        ];
+    }
+
+    /**
+    * @return \Illuminate\Support\Collection
+    */
+    public function collection()
+    {
+        return DailyChange::myDailyChanges()->get();
+    }
+
+     /**
+     * @return string
+     */
+    public function title(): string
+    {
+        return 'Daily Changes';
+    }
+}
@@ -0,0 +1,39 @@
+<?php
+
+namespace App\Exports\Sheets;
+
+use App\Models\Dividend;
+use Maatwebsite\Excel\Concerns\FromCollection;
+use Maatwebsite\Excel\Concerns\WithHeadings;
+use Maatwebsite\Excel\Concerns\WithTitle;
+
+class DividendsSheet implements FromCollection, WithHeadings, WithTitle
+{
+    public function headings(): array
+    {
+        return [
+            'ID',
+            'Date',
+            'Symbol',
+            'Amount',
+            'Created',
+            'Updated',
+        ];
+    }
+
+    /**
+    * @return \Illuminate\Support\Collection
+    */
+    public function collection()
+    {
+        return Dividend::get();
+    }
+
+     /**
+     * @return string
+     */
+    public function title(): string
+    {
+        return 'Dividends';
+    }
+}
@@ -0,0 +1,42 @@
+<?php
+
+namespace App\Exports\Sheets;
+
+use App\Models\MarketData;
+use Maatwebsite\Excel\Concerns\FromCollection;
+use Maatwebsite\Excel\Concerns\WithHeadings;
+use Maatwebsite\Excel\Concerns\WithTitle;
+
+class MarketDataSheet implements FromCollection, WithHeadings, WithTitle
+{
+    public function headings(): array
+    {
+        return [
+            'Symbol',
+            'Name',
+            'Market Value',
+            '52 Week Low',
+            '52 Week High',
+            'Dividend Date',
+            'Splits Synced To Holdings At',
+            'Created',
+            'Updated',
+        ];
+    }
+
+    /**
+    * @return \Illuminate\Support\Collection
+    */
+    public function collection()
+    {
+        return MarketData::get();
+    }
+
+     /**
+     * @return string
+     */
+    public function title(): string
+    {
+        return 'Market Data';
+    }
+}
@@ -0,0 +1,39 @@
+<?php
+
+namespace App\Exports\Sheets;
+
+use App\Models\Portfolio;
+use Maatwebsite\Excel\Concerns\FromCollection;
+use Maatwebsite\Excel\Concerns\WithHeadings;
+use Maatwebsite\Excel\Concerns\WithTitle;
+
+class PortfoliosSheet implements FromCollection, WithHeadings, WithTitle
+{
+    public function headings(): array
+    {
+        return [
+            'ID',
+            'Title',
+            'Notes',
+            'Wishlist',
+            'Created',
+            'Updated',
+        ];
+    }
+
+    /**
+    * @return \Illuminate\Support\Collection
+    */
+    public function collection()
+    {
+        return Portfolio::myPortfolios()->get();
+    }
+
+     /**
+     * @return string
+     */
+    public function title(): string
+    {
+        return 'Portfolios';
+    }
+}
@@ -0,0 +1,39 @@
+<?php
+
+namespace App\Exports\Sheets;
+
+use App\Models\Split;
+use Maatwebsite\Excel\Concerns\FromCollection;
+use Maatwebsite\Excel\Concerns\WithHeadings;
+use Maatwebsite\Excel\Concerns\WithTitle;
+
+class SplitsSheet implements FromCollection, WithHeadings, WithTitle
+{
+    public function headings(): array
+    {
+        return [
+            'ID',
+            'Date',
+            'Symbol',
+            'Split',
+            'Created',
+            'Updated',
+        ];
+    }
+
+    /**
+    * @return \Illuminate\Support\Collection
+    */
+    public function collection()
+    {
+        return Split::get();
+    }
+
+     /**
+     * @return string
+     */
+    public function title(): string
+    {
+        return 'Splits';
+    }
+}
@@ -0,0 +1,44 @@
+<?php
+
+namespace App\Exports\Sheets;
+
+use App\Models\Transaction;
+use Maatwebsite\Excel\Concerns\FromCollection;
+use Maatwebsite\Excel\Concerns\WithHeadings;
+use Maatwebsite\Excel\Concerns\WithTitle;
+
+class TransactionsSheet implements FromCollection, WithHeadings, WithTitle
+{
+    public function headings(): array
+    {
+        return [
+            'ID',
+            'Symbol',
+            'Portfolio',
+            'Transaction',
+            'Quantity',
+            'Cost Basis',
+            'Sale Price',
+            'Split',
+            'Date',
+            'Created',
+            'Updated',
+        ];
+    }
+
+    /**
+    * @return \Illuminate\Support\Collection
+    */
+    public function collection()
+    {
+        return Transaction::myTransactions()->get();
+    }
+
+     /**
+     * @return string
+     */
+    public function title(): string
+    {
+        return 'Transactions';
+    }
+}
@@ -0,0 +1,30 @@
+<?php
+
+namespace App\Imports;
+
+use App\Imports\Sheets\SplitsSheet;
+use App\Imports\Sheets\DividendsSheet;
+use App\Imports\Sheets\DailyChangesSheet;
+use App\Imports\Sheets\MarketDataSheet;
+use App\Imports\Sheets\PortfoliosSheet;
+use App\Imports\Sheets\TransactionsSheet;
+use Maatwebsite\Excel\Concerns\Importable;
+use Maatwebsite\Excel\Concerns\WithMultipleSheets;
+
+class BackupImport implements WithMultipleSheets
+{
+
+    use Importable;
+
+    public function sheets(): array
+    {
+        return [
+            'Portfolios' => new PortfoliosSheet,
+            'Transactions' => new TransactionsSheet,
+            'Market Data' => new MarketDataSheet,
+            'Dividends' => new DividendsSheet,
+            'Splits' => new SplitsSheet,
+            'Daily Changes' => new DailyChangesSheet,
+        ];
+    }
+}
@@ -0,0 +1,38 @@
+<?php
+
+namespace App\Imports\Sheets;
+
+use App\Models\DailyChange;
+use Exception;
+use Illuminate\Support\Collection;
+use Maatwebsite\Excel\Concerns\ToCollection;
+use Maatwebsite\Excel\Concerns\SkipsEmptyRows;
+use Maatwebsite\Excel\Concerns\WithHeadingRow;
+
+class DailyChangesSheet implements ToCollection, WithHeadingRow, SkipsEmptyRows
+{
+    // use Importable;
+
+    public function collection(Collection $dailyChanges)
+    {
+        foreach ($dailyChanges->sortBy('date') as $row) {
+            if ($row['user'] != auth()->user()->id) {
+                throw new Exception('Can\'t do that.');
+            }
+
+            DailyChange::updateOrCreate([
+                'date' => $row['date'],
+                'user_id' => $row['user'],
+            ],[
+                'user_id' => $row['user'],
+                'date' => $row['date'],
+                'total_market_value' => $row['total_market_value'],
+                'total_cost_basis' => $row['total_cost_basis'],
+                'total_gain_loss' => $row['total_gain_loss'],
+                'total_dividends' => $row['total_dividends'],
+                'realized_gains' => $row['realized_gains'],
+                'notes' => $row['notes'],
+            ]);
+        }
+    }
+}
@@ -0,0 +1,29 @@
+<?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'],
+            ]);
+        }
+    }
+}
@@ -0,0 +1,35 @@
+<?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']
+                ]
+            );
+        }
+    }
+}
@@ -0,0 +1,33 @@
+<?php
+
+namespace App\Imports\Sheets;
+
+use App\Models\Portfolio;
+use Illuminate\Support\Collection;
+use Maatwebsite\Excel\Concerns\ToCollection;
+use Maatwebsite\Excel\Concerns\SkipsEmptyRows;
+use Maatwebsite\Excel\Concerns\WithHeadingRow;
+
+class PortfoliosSheet implements ToCollection, WithHeadingRow, SkipsEmptyRows
+{
+    // use Importable;
+
+    public function collection(Collection $portfolios)
+    {
+        foreach ($portfolios->sortBy('date') as $row) {
+
+            Portfolio::myPortfolios()
+                        ->where(['id' => $row['id']])
+                        ->orWhere(['title' => $row['title']])
+                        ->firstOr(function () use ($row) {
+
+                            return Portfolio::make()->forceFill([
+                                'id' => $row['id'] ?? null,
+                                'title' => $row['title'],
+                                'wishlist' => $row['wishlist'] ?? false,
+                                'notes' => $row['notes'],
+                            ])->save();
+                        });
+        }
+    }
+}
@@ -0,0 +1,29 @@
+<?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'],
+            ]);
+        }
+    }
+}
@@ -0,0 +1,34 @@
+<?php
+
+namespace App\Imports\Sheets;
+
+use App\Models\Transaction;
+use Illuminate\Support\Collection;
+use Maatwebsite\Excel\Concerns\ToCollection;
+use Maatwebsite\Excel\Concerns\SkipsEmptyRows;
+use Maatwebsite\Excel\Concerns\WithHeadingRow;
+
+class TransactionsSheet implements ToCollection, WithHeadingRow, SkipsEmptyRows
+{
+    // use Importable;
+
+    public function collection(Collection $transactions)
+    {
+        foreach ($transactions->sortBy('date') as $row) {
+
+            Transaction::updateOrCreate([
+                'id' => $row['id'],
+            ],[
+                'id' => $row['id'],
+                'symbol' => $row['symbol'],
+                'portfolio_id' => $row['portfolio'],
+                'transaction_type' => $row['transaction'],
+                'quantity' => $row['quantity'],
+                'cost_basis' => $row['cost_basis'] ?? 0,
+                'sale_price' => $row['sale_price'],
+                'split' => $row['split'] ?? null,
+                'date' => $row['date'],
+            ]);
+        }
+    }
+}