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 +1,38 @@
+<?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'],
+            ]);
+        }
+    }
+}