javier/investbrain
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

mock up import export

Browse Source
This commit is contained in:
hackerESQ
2024-08-07 18:29:23 -05:00
parent b090908d09
commit 991d484152
19 changed files with 1085 additions and 2 deletions
Download Patch File Download Diff File Expand all files Collapse all files
app/Imports/BackupImport.php
+30
View File
@@ -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,
];
}
}
app/Imports/Sheets/DailyChangesSheet.php
+38
View File
@@ -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'],
]);
}
}
}
app/Imports/Sheets/DividendsSheet.php
+29
View File
@@ -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'],
]);
}
}
}
app/Imports/Sheets/MarketDataSheet.php
+35
View File
@@ -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']
]
);
}
}
}
app/Imports/Sheets/PortfoliosSheet.php
+33
View File
@@ -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();
});
}
}
}
app/Imports/Sheets/SplitsSheet.php
+29
View File
@@ -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'],
]);
}
}
}
app/Imports/Sheets/TransactionsSheet.php
+34
View File
@@ -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'],
]);
}
}
}