From b3f0f89d16ff632f8993b2df1913cd2011711b81 Mon Sep 17 00:00:00 2001
From: hackerESQ <corey@coreyvarma.com>
Date: Thu, 23 Jan 2025 22:47:16 -0600
Subject: [PATCH 01/12] wip

---
 app/Http/ApiControllers/Controller.php        |   8 +
 app/Http/ApiControllers/HoldingController.php |  15 ++
 .../ApiControllers/PortfolioController.php    |  24 ++
 .../ApiControllers/TransactionController.php  |  15 ++
 app/Http/ApiControllers/UserController.php    |  15 ++
 .../ConnectedAccountController.php            |   1 -
 app/Http/Controllers/Controller.php           |   6 +-
 .../InvitedOnboardingController.php           |   1 -
 app/Http/Resources/HoldingResource.php        |  19 ++
 app/Http/Resources/PortfolioResource.php      |  28 +++
 app/Http/Resources/TransactionResource.php    |  19 ++
 app/Http/Resources/UserResource.php           |  27 +++
 app/Providers/AppServiceProvider.php          |   3 +-
 app/Providers/JetstreamServiceProvider.php    |   9 +-
 app/Support/FilterRequest.php                 | 205 ++++++++++++++++++
 config/jetstream.php                          |   2 +-
 lang/en.json                                  |   2 +-
 lang/es.json                                  |   2 +-
 .../views/api/api-token-manager.blade.php     |   2 +-
 routes/api.php                                |  18 +-
 routes/web.php                                |   2 +-
 21 files changed, 401 insertions(+), 22 deletions(-)
 create mode 100644 app/Http/ApiControllers/Controller.php
 create mode 100644 app/Http/ApiControllers/HoldingController.php
 create mode 100644 app/Http/ApiControllers/PortfolioController.php
 create mode 100644 app/Http/ApiControllers/TransactionController.php
 create mode 100644 app/Http/ApiControllers/UserController.php
 create mode 100644 app/Http/Resources/HoldingResource.php
 create mode 100644 app/Http/Resources/PortfolioResource.php
 create mode 100644 app/Http/Resources/TransactionResource.php
 create mode 100644 app/Http/Resources/UserResource.php
 create mode 100644 app/Support/FilterRequest.php

diff --git a/app/Http/ApiControllers/Controller.php b/app/Http/ApiControllers/Controller.php
new file mode 100644
index 0000000..bc0e11d
--- /dev/null
+++ b/app/Http/ApiControllers/Controller.php
@@ -0,0 +1,8 @@
+<?php
+ 
+namespace App\Http\ApiControllers;
+ 
+abstract class Controller
+{
+    //
+}
\ No newline at end of file
diff --git a/app/Http/ApiControllers/HoldingController.php b/app/Http/ApiControllers/HoldingController.php
new file mode 100644
index 0000000..3fc4e64
--- /dev/null
+++ b/app/Http/ApiControllers/HoldingController.php
@@ -0,0 +1,15 @@
+<?php
+
+namespace App\Http\ApiControllers;
+
+use Illuminate\Http\Request;
+use App\Http\Resources\UserResource;
+use App\Http\ApiControllers\Controller as ApiController;
+
+class HoldingController extends ApiController
+{
+    public function me(Request $request)
+    {
+        return UserResource::make($request->user());
+    }
+}
\ No newline at end of file
diff --git a/app/Http/ApiControllers/PortfolioController.php b/app/Http/ApiControllers/PortfolioController.php
new file mode 100644
index 0000000..72299a4
--- /dev/null
+++ b/app/Http/ApiControllers/PortfolioController.php
@@ -0,0 +1,24 @@
+<?php
+
+namespace App\Http\ApiControllers;
+
+use App\Models\Portfolio;
+use Illuminate\Http\Request;
+use App\Support\FilterRequest;
+use App\Http\Resources\PortfolioResource;
+use App\Http\ApiControllers\Controller as ApiController;
+
+class PortfolioController extends ApiController
+{
+    public function index(Request $request)
+    {
+        $filterRequest = new FilterRequest(Portfolio::class);
+
+        $filterRequest->setScopes(['myPortfolios']);
+        $filterRequest->setEagerRelations(['users', 'transactions', 'holdings']);
+        $filterRequest->setFilterableRelations(['holdings' => 'symbol', 'transactions' => 'symbol']);
+        $filterRequest->setSearchableColumns(['title', 'notes']);
+    
+        return PortfolioResource::collection($filterRequest->get());
+    }
+}
\ No newline at end of file
diff --git a/app/Http/ApiControllers/TransactionController.php b/app/Http/ApiControllers/TransactionController.php
new file mode 100644
index 0000000..b482720
--- /dev/null
+++ b/app/Http/ApiControllers/TransactionController.php
@@ -0,0 +1,15 @@
+<?php
+
+namespace App\Http\ApiControllers;
+
+use Illuminate\Http\Request;
+use App\Http\Resources\UserResource;
+use App\Http\ApiControllers\Controller as ApiController;
+
+class TransactionController extends ApiController
+{
+    public function me(Request $request)
+    {
+        return UserResource::make($request->user());
+    }
+}
\ No newline at end of file
diff --git a/app/Http/ApiControllers/UserController.php b/app/Http/ApiControllers/UserController.php
new file mode 100644
index 0000000..468ca52
--- /dev/null
+++ b/app/Http/ApiControllers/UserController.php
@@ -0,0 +1,15 @@
+<?php
+
+namespace App\Http\ApiControllers;
+
+use Illuminate\Http\Request;
+use App\Http\Resources\UserResource;
+use App\Http\ApiControllers\Controller as ApiController;
+
+class UserController extends ApiController
+{
+    public function me(Request $request)
+    {
+        return UserResource::make($request->user());
+    }
+}
\ No newline at end of file
diff --git a/app/Http/Controllers/ConnectedAccountController.php b/app/Http/Controllers/ConnectedAccountController.php
index 8333b01..0551b89 100644
--- a/app/Http/Controllers/ConnectedAccountController.php
+++ b/app/Http/Controllers/ConnectedAccountController.php
@@ -6,7 +6,6 @@ use Exception;
 use App\Models\User;
 use App\Models\ConnectedAccount;
 use Illuminate\Support\MessageBag;
-use App\Http\Controllers\Controller;
 use Illuminate\Support\Facades\Auth;
 use Illuminate\Support\Facades\Blade;
 use Laravel\Socialite\Facades\Socialite;
diff --git a/app/Http/Controllers/Controller.php b/app/Http/Controllers/Controller.php
index 8677cd5..71116b2 100644
--- a/app/Http/Controllers/Controller.php
+++ b/app/Http/Controllers/Controller.php
@@ -1,8 +1,8 @@
 <?php
-
+ 
 namespace App\Http\Controllers;
-
+ 
 abstract class Controller
 {
     //
-}
+}
\ No newline at end of file
diff --git a/app/Http/Controllers/InvitedOnboardingController.php b/app/Http/Controllers/InvitedOnboardingController.php
index 1ded3b8..f28aead 100644
--- a/app/Http/Controllers/InvitedOnboardingController.php
+++ b/app/Http/Controllers/InvitedOnboardingController.php
@@ -5,7 +5,6 @@ namespace App\Http\Controllers;
 use App\Models\User;
 use App\Models\Portfolio;
 use Illuminate\Http\Request;
-use App\Http\Controllers\Controller;
 
 class InvitedOnboardingController extends Controller
 {
diff --git a/app/Http/Resources/HoldingResource.php b/app/Http/Resources/HoldingResource.php
new file mode 100644
index 0000000..c4f43c8
--- /dev/null
+++ b/app/Http/Resources/HoldingResource.php
@@ -0,0 +1,19 @@
+<?php
+
+namespace App\Http\Resources;
+
+use Illuminate\Http\Request;
+use Illuminate\Http\Resources\Json\JsonResource;
+
+class HoldingResource extends JsonResource
+{
+    /**
+     * Transform the resource into an array.
+     *
+     * @return array<string, mixed>
+     */
+    public function toArray(Request $request): array
+    {
+        return parent::toArray($request);
+    }
+}
diff --git a/app/Http/Resources/PortfolioResource.php b/app/Http/Resources/PortfolioResource.php
new file mode 100644
index 0000000..8a71071
--- /dev/null
+++ b/app/Http/Resources/PortfolioResource.php
@@ -0,0 +1,28 @@
+<?php
+
+namespace App\Http\Resources;
+
+use Illuminate\Http\Request;
+use Illuminate\Http\Resources\Json\JsonResource;
+
+class PortfolioResource extends JsonResource
+{
+    /**
+     * Transform the resource into an array.
+     *
+     * @return array<string, mixed>
+     */
+    public function toArray(Request $request): array
+    {
+        return [
+            'id' => $this->id,
+            'title' => $this->title,
+            'wishlist' => $this->wishlist,
+            'owner' => UserResource::make($this->owner),
+            'transactions' => TransactionResource::collection($this->whenLoaded('transactions')),
+            'holdings' => HoldingResource::collection($this->whenLoaded('holdings')),
+            'created_at' => $this->created_at,
+            'updated_at' => $this->updated_at,
+        ];
+    }
+}
diff --git a/app/Http/Resources/TransactionResource.php b/app/Http/Resources/TransactionResource.php
new file mode 100644
index 0000000..358bfe5
--- /dev/null
+++ b/app/Http/Resources/TransactionResource.php
@@ -0,0 +1,19 @@
+<?php
+
+namespace App\Http\Resources;
+
+use Illuminate\Http\Request;
+use Illuminate\Http\Resources\Json\JsonResource;
+
+class TransactionResource extends JsonResource
+{
+    /**
+     * Transform the resource into an array.
+     *
+     * @return array<string, mixed>
+     */
+    public function toArray(Request $request): array
+    {
+        return parent::toArray($request);
+    }
+}
diff --git a/app/Http/Resources/UserResource.php b/app/Http/Resources/UserResource.php
new file mode 100644
index 0000000..b68e3fa
--- /dev/null
+++ b/app/Http/Resources/UserResource.php
@@ -0,0 +1,27 @@
+<?php
+
+namespace App\Http\Resources;
+
+use Illuminate\Http\Request;
+use Illuminate\Http\Resources\Json\JsonResource;
+
+class UserResource extends JsonResource
+{   
+    /**
+     * Transform the resource into an array.
+     *
+     * @return array<string, mixed>
+     */
+    public function toArray(Request $request): array
+    {
+
+        return [
+            'id' => $this->id,
+            'name' => $this->name,
+            'email' => $this->email,
+            'profile_photo_url' => $this->profile_photo_url,
+            'created_at' => $this->created_at,
+            'updated_at' => $this->updated_at,
+        ];
+    }
+}
diff --git a/app/Providers/AppServiceProvider.php b/app/Providers/AppServiceProvider.php
index 0450ca0..39f79b0 100644
--- a/app/Providers/AppServiceProvider.php
+++ b/app/Providers/AppServiceProvider.php
@@ -3,6 +3,7 @@
 namespace App\Providers;
 
 use Illuminate\Support\ServiceProvider;
+use Illuminate\Http\Resources\Json\JsonResource;
 
 class AppServiceProvider extends ServiceProvider
 {
@@ -22,6 +23,6 @@ class AppServiceProvider extends ServiceProvider
      */
     public function boot(): void
     {
-        //
+        JsonResource::withoutWrapping();
     }
 }
diff --git a/app/Providers/JetstreamServiceProvider.php b/app/Providers/JetstreamServiceProvider.php
index f931bf3..f7a2ed0 100644
--- a/app/Providers/JetstreamServiceProvider.php
+++ b/app/Providers/JetstreamServiceProvider.php
@@ -43,13 +43,8 @@ class JetstreamServiceProvider extends ServiceProvider
      */
     protected function configurePermissions(): void
     {
-        Jetstream::defaultApiTokenPermissions(['read']);
+        Jetstream::defaultApiTokenPermissions([]);
 
-        Jetstream::permissions([
-            'create',
-            'read',
-            'update',
-            'delete',
-        ]);
+        Jetstream::permissions([]);
     }
 }
diff --git a/app/Support/FilterRequest.php b/app/Support/FilterRequest.php
new file mode 100644
index 0000000..07b64ef
--- /dev/null
+++ b/app/Support/FilterRequest.php
@@ -0,0 +1,205 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Support;
+
+use Illuminate\Support\Str;
+use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Pagination\LengthAwarePaginator;
+
+class FilterRequest
+{
+    public Builder $query;
+    public array $searchableColumns;
+    public array $filterableRelations = [];
+    public array $scopes;
+    public array $select = [];
+
+    public function __construct(
+        public string $modelClass
+    ) {
+        $this->query = (new $modelClass)->query();
+    }
+
+    /**
+     * Sets eager loads on the underlying query
+     *
+     * @param array $scopes
+     * @return void
+     */
+    public function setEagerRelations(string|array $relations)
+    {
+        $this->query = $this->query->with($relations);
+    }
+
+    /**
+     * Sets scopes on the underlying query
+     *
+     * @param array $scopes
+     * @return void
+     */
+    public function setScopes(string|array $scopes): void
+    {
+        $this->query = $this->query->scopes($scopes);
+    }
+
+    /**
+     * Allows nested json data to be aliased into a virtual column for the query
+     *
+     * @param array $columns can be an array of keys (e.g. `body.total_amount`)
+     * @return void
+     */
+    public function setVirtualColumns(array $columns)
+    {
+        foreach($columns as $column) {
+            $column = Str::replace('.', '->', $column);
+            $alias = Str::snake(Str::afterLast($column, '->'));
+
+            array_push($this->select, $column . ' as ' . $alias);
+        }   
+    }
+
+    /**
+     * Set columns that should be searched 
+     *
+     * @param array $columns can be an array of keys (e.g. `user.name` or a nested array with 
+     *              `relation`, `table`, and `column` attributes)
+     * @return void
+     */
+    public function setSearchableColumns(array $columns)
+    {
+        $this->searchableColumns = $columns;
+    }
+
+    /**
+     * Set relations that can be filtered
+     *
+     * @param array $relations is an array of keys (relations) and values (columns)
+     * @return void
+     */
+    public function setFilterableRelations(array $relations)
+    {
+        $this->filterableRelations = $relations;
+    }
+
+    /**
+     * Set related columns using aggregate function (e.g. `package.label` would become `package_label`)
+     * which enables filtering, searching, and sorting on the front end
+     *
+     * @param array $columns can be an array of keys (e.g. `user.name` or a nested array with 
+     *              `relation`, `table`, and `column` attributes)
+     * @return void
+     */
+    public function setRelationshipColumns(array $columns)
+    {
+        foreach($columns as $column) {
+
+            // advanced
+            if (is_array($column)) {
+                
+                $this->query->withAggregate($column['relation'], $column['table'].'.'.$column['column']);
+
+                continue;
+            }
+
+            // not a relationship
+            if(!Str::contains($column, '.')) {
+                continue;
+            }
+
+            // normal rx
+            $relationship = Str::before($column, '.');
+            $key = Str::after($column, '.');
+
+            $this->query->withAggregate($relationship, $key);
+        }
+    }
+
+    /**
+     * Get the resulting paginated collection
+     *
+     * @return LengthAwarePaginator
+     */
+    public function get(): LengthAwarePaginator
+    {
+        // handle sort 
+        if (!empty(request()->query('sortBy'))) {
+            if (Str::contains(request()->query('sortBy'), '.')) {
+                $this->query->joinRelation(Str::before(request()->query('sortBy'), '.'));
+            } 
+            $this->query->orderBy(
+                request()->query('sortBy'), 
+                request()->query('sortDesc', false) == "true" ? 'DESC' : 'ASC'
+            );
+        }
+
+        // handle filter
+        if (request()->has('filter')) {
+
+            foreach(request()->query('filter') as $filter => $params) {
+
+                if (array_key_exists($filter, $this->filterableRelations)) {
+
+                    // filtered rx
+                    foreach(explode(',', $params) as $param) { 
+                        $this->query->whereHas($filter, function ($query) use ($filter, $param) {
+                            $query->where($this->filterableRelations[$filter], $param);
+                        }); 
+                    }
+
+                } else {
+                    // traditional filter
+                    foreach(explode(',', $params) as $param) { 
+                        $this->query->having($filter, $param); 
+                    }
+
+                }
+            }
+        }
+
+        // handle search
+        if (request()->has('search') && !empty($this->searchableColumns)) {
+            // make searchable relationships aggregate columns
+            $this->setRelationshipColumns($this->searchableColumns);
+
+            $this->query->where(function($query) {
+                
+                foreach($this->searchableColumns as $column) {
+
+                    // advanced
+                    if (is_array($column)) {
+                        $query->orWhereHas($column['relation'], function($query) use ($column) {
+                            $query->where($column['table'].'.'.$column['column'], "like", '%' . request()->query('search') . '%');
+                        });
+
+                        continue;
+                    }
+
+                    // normal RX
+                    if(Str::contains($column, '.')) {
+
+                        $query->orWhereHas(Str::before($column, '.'), function($query) use ($column) {
+                            $query->where(Str::after($column, '.'), "like", '%' . request()->query('search') . '%');
+                        });
+
+                        continue;
+                    }
+                        
+                    // not rx
+                    $query->orWhere($column, "like", '%' . request()->query('search') . '%');
+                }
+            });
+        }
+
+        // handle per page
+        if (request()->query('itemsPerPage') == "-1") {
+            $perPage = $this->query->count();
+        } else {
+            $perPage = request()->query('itemsPerPage', 15);
+        }
+
+        // run
+        return $this->query->addSelect($this->select)->paginate($perPage);
+    }
+}
diff --git a/config/jetstream.php b/config/jetstream.php
index 7b9d0f6..b1f2c73 100644
--- a/config/jetstream.php
+++ b/config/jetstream.php
@@ -60,7 +60,7 @@ return [
     'features' => [
         Features::termsAndPrivacyPolicy(),
         Features::profilePhotos(),
-        // Features::api(),
+        Features::api(),
         // Features::teams(['invitations' => true]),
         Features::accountDeletion(),
     ],
diff --git a/lang/en.json b/lang/en.json
index f40abc4..c2dead1 100644
--- a/lang/en.json
+++ b/lang/en.json
@@ -70,7 +70,7 @@
     "API Token": "API Token",
     "Please copy your new API token. For your security, it won\\'t be shown again.": "Please copy your new API token. For your security, it won\\'t be shown again.",
     "API Token Permissions": "API Token Permissions",
-    "API tokens allow third-party services to authenticate with our application on your behalf.": "API tokens allow third-party services to authenticate with our application on your behalf.",
+    "API tokens allow third-party services to authenticate with Investbrain on your behalf.": "API tokens allow third-party services to authenticate with Investbrain on your behalf.",
     "Delete API Token": "Delete API Token",
     "Are you sure you would like to delete this API token?": "Are you sure you would like to delete this API token?",
     "This is a secure area of the application. Please confirm your password before continuing.": "This is a secure area of the application. Please confirm your password before continuing.",
diff --git a/lang/es.json b/lang/es.json
index 13a81b2..04ef548 100644
--- a/lang/es.json
+++ b/lang/es.json
@@ -70,7 +70,7 @@
     "API Token": "Token API",
     "Please copy your new API token. For your security, it won't be shown again.": "Por favor, copia tu nuevo token API. Por seguridad, no se mostrará nuevamente.",
     "API Token Permissions": "Permisos del Token API",
-    "API tokens allow third-party services to authenticate with our application on your behalf.": "Los tokens API permiten que servicios de terceros se autentiquen con nuestra aplicación en tu nombre.",
+    "API tokens allow third-party services to authenticate with Investbrain on your behalf.": "Los tokens API permiten que servicios de terceros se autentiquen con Investbrain en tu nombre.",
     "Delete API Token": "Eliminar Token API",
     "Are you sure you would like to delete this API token?": "¿Estás seguro de que deseas eliminar este token API?",
     "This is a secure area of the application. Please confirm your password before continuing.": "Esta es un área segura de la aplicación. Por favor, confirma tu contraseña antes de continuar.",
diff --git a/resources/views/api/api-token-manager.blade.php b/resources/views/api/api-token-manager.blade.php
index d161ca0..aad3ece 100644
--- a/resources/views/api/api-token-manager.blade.php
+++ b/resources/views/api/api-token-manager.blade.php
@@ -6,7 +6,7 @@
         </x-slot>
 
         <x-slot name="description">
-            {{ __('API tokens allow third-party services to authenticate with our application on your behalf.') }}
+            {{ __('API tokens allow third-party services to authenticate with Investbrain on your behalf.') }}
         </x-slot>
 
         <x-slot name="form">
diff --git a/routes/api.php b/routes/api.php
index ccc387f..d19bba6 100644
--- a/routes/api.php
+++ b/routes/api.php
@@ -1,8 +1,18 @@
 <?php
 
-use Illuminate\Http\Request;
+use App\Http\ApiControllers\PortfolioController;
 use Illuminate\Support\Facades\Route;
+use App\Http\ApiControllers\UserController;
 
-Route::get('/user', function (Request $request) {
-    return $request->user();
-})->middleware('auth:sanctum');
+Route::middleware(['auth:sanctum'])->group(function () {
+
+    // user
+    Route::get('/me', [UserController::class, 'me']);
+
+    // portfolio
+    Route::get('/portfolio', [PortfolioController::class, 'index']);
+
+    // transaction
+
+    // holding
+});
\ No newline at end of file
diff --git a/routes/web.php b/routes/web.php
index d961542..0c60cd7 100644
--- a/routes/web.php
+++ b/routes/web.php
@@ -5,8 +5,8 @@ use Illuminate\Support\Facades\Route;
 use App\Http\Controllers\HoldingController;
 use App\Http\Controllers\DashboardController;
 use App\Http\Controllers\PortfolioController;
-use App\Http\Controllers\ConnectedAccountController;
 use App\Http\Controllers\TransactionController;
+use App\Http\Controllers\ConnectedAccountController;
 use App\Http\Controllers\InvitedOnboardingController;
 use Laravel\Jetstream\Http\Controllers\Livewire\PrivacyPolicyController;
 use Laravel\Jetstream\Http\Controllers\Livewire\TermsOfServiceController;

From cc447c5fb054c0e334cbe733aa249d0abf101cd0 Mon Sep 17 00:00:00 2001
From: hackerESQ <corey@coreyvarma.com>
Date: Fri, 24 Jan 2025 19:15:28 -0600
Subject: [PATCH 02/12] fix: force boolean columns to be false

---
 .../2021_02_25_041257_create_transactions_table.php           | 2 +-
 .../migrations/2024_10_18_000001_add_reinvestment_columns.php | 4 ++--
 2 files changed, 3 insertions(+), 3 deletions(-)

diff --git a/database/migrations/2021_02_25_041257_create_transactions_table.php b/database/migrations/2021_02_25_041257_create_transactions_table.php
index 7ed2184..f5a7497 100644
--- a/database/migrations/2021_02_25_041257_create_transactions_table.php
+++ b/database/migrations/2021_02_25_041257_create_transactions_table.php
@@ -23,7 +23,7 @@ class CreateTransactionsTable extends Migration
             $table->float('quantity', 12, 4);
             $table->float('cost_basis', 12, 4);
             $table->float('sale_price', 12, 4)->nullable();
-            $table->boolean('split')->nullable();
+            $table->boolean('split')->default(false);
             $table->date('date');
             $table->timestamps();
         });
diff --git a/database/migrations/2024_10_18_000001_add_reinvestment_columns.php b/database/migrations/2024_10_18_000001_add_reinvestment_columns.php
index 28defcc..da2293f 100644
--- a/database/migrations/2024_10_18_000001_add_reinvestment_columns.php
+++ b/database/migrations/2024_10_18_000001_add_reinvestment_columns.php
@@ -12,11 +12,11 @@ return new class extends Migration
     public function up(): void
     {
         Schema::table('holdings', function (Blueprint $table) {
-            $table->boolean('reinvest_dividends')->nullable()->after('quantity');
+            $table->boolean('reinvest_dividends')->default(false)->after('quantity');
         });
 
         Schema::table('transactions', function (Blueprint $table) {
-            $table->boolean('reinvested_dividend')->nullable()->after('split');
+            $table->boolean('reinvested_dividend')->default(false)->after('split');
         });
     }
 

From f724f450f2125c000fd3be3708979202a2a28023 Mon Sep 17 00:00:00 2001
From: hackerESQ <corey@coreyvarma.com>
Date: Fri, 24 Jan 2025 19:17:55 -0600
Subject: [PATCH 03/12] fix: make default for currency values not nullable

---
 .../2021_09_06_014744_create_holdings_table.php           | 8 ++++----
 1 file changed, 4 insertions(+), 4 deletions(-)

diff --git a/database/migrations/2021_09_06_014744_create_holdings_table.php b/database/migrations/2021_09_06_014744_create_holdings_table.php
index c4a9692..e43f690 100644
--- a/database/migrations/2021_09_06_014744_create_holdings_table.php
+++ b/database/migrations/2021_09_06_014744_create_holdings_table.php
@@ -20,10 +20,10 @@ class CreateHoldingsTable extends Migration
             $table->foreignIdFor(Portfolio::class, 'portfolio_id')->constrained()->onDelete('cascade');
             $table->foreignIdFor(MarketData::class, 'symbol');
             $table->float('quantity', 12, 4);
-            $table->float('average_cost_basis', 12, 4);
-            $table->float('total_cost_basis', 12, 4)->nullable();
-            $table->float('realized_gain_dollars', 12, 4)->nullable();
-            $table->float('dividends_earned', 12, 4)->nullable();
+            $table->float('average_cost_basis', 12, 4)->default(0);
+            $table->float('total_cost_basis', 12, 4)->default(0);
+            $table->float('realized_gain_dollars', 12, 4)->default(0);
+            $table->float('dividends_earned', 12, 4)->default(0);
             $table->timestamp('splits_synced_at')->nullable();
             $table->timestamps();
         });

From b9d41f9ac0d9ce426fd5af8cfac1c91009577ba4 Mon Sep 17 00:00:00 2001
From: hackerESQ <corey@coreyvarma.com>
Date: Fri, 24 Jan 2025 19:18:27 -0600
Subject: [PATCH 04/12] chore: clean up unneeded attributes

---
 app/Models/Holding.php | 5 -----
 1 file changed, 5 deletions(-)

diff --git a/app/Models/Holding.php b/app/Models/Holding.php
index b8c7d87..6cb4d43 100644
--- a/app/Models/Holding.php
+++ b/app/Models/Holding.php
@@ -36,11 +36,6 @@ class Holding extends Model
         'reinvest_dividends' => 'boolean'
     ];
 
-    protected $attributes = [
-        'realized_gain_dollars' => 0,
-        'dividends_earned' => 0,
-    ];
-
     /**
      * Market data for holding
      *

From 6d9e0008b86d3b7d8ccbc986b7176f474369ca2b Mon Sep 17 00:00:00 2001
From: hackerESQ <corey@coreyvarma.com>
Date: Fri, 24 Jan 2025 19:24:16 -0600
Subject: [PATCH 05/12] wip

---
 app/Http/ApiControllers/HoldingController.php |  14 +-
 .../ApiControllers/MarketDataController.php   |  21 ++
 .../ApiControllers/PortfolioController.php    |  20 +-
 .../ApiControllers/TransactionController.php  |  13 +-
 app/Http/Resources/HoldingResource.php        |  20 +-
 app/Http/Resources/MarketDataResource.php     |  36 +++
 app/Http/Resources/PortfolioResource.php      |   2 +
 app/Http/Resources/TransactionResource.php    |  17 +-
 app/Http/Resources/UserResource.php           |   2 +
 app/Support/FilterRequest.php                 | 205 ------------------
 routes/api.php                                |  10 +-
 11 files changed, 137 insertions(+), 223 deletions(-)
 create mode 100644 app/Http/ApiControllers/MarketDataController.php
 create mode 100644 app/Http/Resources/MarketDataResource.php
 delete mode 100644 app/Support/FilterRequest.php

diff --git a/app/Http/ApiControllers/HoldingController.php b/app/Http/ApiControllers/HoldingController.php
index 3fc4e64..15330f0 100644
--- a/app/Http/ApiControllers/HoldingController.php
+++ b/app/Http/ApiControllers/HoldingController.php
@@ -2,14 +2,22 @@
 
 namespace App\Http\ApiControllers;
 
+use App\Models\Holding;
 use Illuminate\Http\Request;
-use App\Http\Resources\UserResource;
+use App\Http\Resources\HoldingResource;
+use HackerEsq\FilterModels\FilterModels;
 use App\Http\ApiControllers\Controller as ApiController;
 
 class HoldingController extends ApiController
 {
-    public function me(Request $request)
+    public function index(FilterModels $filters)
     {
-        return UserResource::make($request->user());
+
+        $filters->setQuery(Holding::query());
+        $filters->setScopes(['myHoldings']);
+        $filters->setEagerRelations(['market_data', 'transactions']);
+        $filters->setSearchableColumns(['symbol']);
+
+        return HoldingResource::collection($filters->paginated());
     }
 }
\ No newline at end of file
diff --git a/app/Http/ApiControllers/MarketDataController.php b/app/Http/ApiControllers/MarketDataController.php
new file mode 100644
index 0000000..31346e9
--- /dev/null
+++ b/app/Http/ApiControllers/MarketDataController.php
@@ -0,0 +1,21 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Http\ApiControllers;
+
+use App\Models\MarketData;
+use Illuminate\Http\Request;
+use App\Http\Resources\MarketDataResource;
+use App\Http\ApiControllers\Controller as ApiController;
+
+class MarketDataController extends ApiController
+{
+    public function show(Request $request, string $symbol)
+    {
+
+        return MarketDataResource::make(
+            MarketData::getMarketData($symbol)
+        );
+    }
+}
\ No newline at end of file
diff --git a/app/Http/ApiControllers/PortfolioController.php b/app/Http/ApiControllers/PortfolioController.php
index 72299a4..92af14e 100644
--- a/app/Http/ApiControllers/PortfolioController.php
+++ b/app/Http/ApiControllers/PortfolioController.php
@@ -1,24 +1,26 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Http\ApiControllers;
 
 use App\Models\Portfolio;
 use Illuminate\Http\Request;
-use App\Support\FilterRequest;
+use HackerEsq\FilterModels\FilterModels;
 use App\Http\Resources\PortfolioResource;
 use App\Http\ApiControllers\Controller as ApiController;
 
 class PortfolioController extends ApiController
 {
-    public function index(Request $request)
+    public function index(FilterModels $filters)
     {
-        $filterRequest = new FilterRequest(Portfolio::class);
 
-        $filterRequest->setScopes(['myPortfolios']);
-        $filterRequest->setEagerRelations(['users', 'transactions', 'holdings']);
-        $filterRequest->setFilterableRelations(['holdings' => 'symbol', 'transactions' => 'symbol']);
-        $filterRequest->setSearchableColumns(['title', 'notes']);
-    
-        return PortfolioResource::collection($filterRequest->get());
+        $filters->setQuery(Portfolio::query());
+        $filters->setScopes(['myPortfolios']);
+        $filters->setEagerRelations(['users', 'transactions', 'holdings']);
+        $filters->setFilterableRelations(['holdings' => 'symbol', 'transactions' => 'symbol']);
+        $filters->setSearchableColumns(['title', 'notes']);
+
+        return PortfolioResource::collection($filters->paginated());
     }
 }
\ No newline at end of file
diff --git a/app/Http/ApiControllers/TransactionController.php b/app/Http/ApiControllers/TransactionController.php
index b482720..68b8597 100644
--- a/app/Http/ApiControllers/TransactionController.php
+++ b/app/Http/ApiControllers/TransactionController.php
@@ -2,14 +2,21 @@
 
 namespace App\Http\ApiControllers;
 
+use App\Models\Transaction;
 use Illuminate\Http\Request;
-use App\Http\Resources\UserResource;
+use HackerEsq\FilterModels\FilterModels;
+use App\Http\Resources\TransactionResource;
 use App\Http\ApiControllers\Controller as ApiController;
 
 class TransactionController extends ApiController
 {
-    public function me(Request $request)
+    public function index(FilterModels $filters)
     {
-        return UserResource::make($request->user());
+
+        $filters->setQuery(Transaction::query());
+        $filters->setScopes(['myTransactions']);
+        $filters->setSearchableColumns(['symbol']);
+
+        return TransactionResource::collection($filters->paginated());
     }
 }
\ No newline at end of file
diff --git a/app/Http/Resources/HoldingResource.php b/app/Http/Resources/HoldingResource.php
index c4f43c8..57cd293 100644
--- a/app/Http/Resources/HoldingResource.php
+++ b/app/Http/Resources/HoldingResource.php
@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Http\Resources;
 
 use Illuminate\Http\Request;
@@ -14,6 +16,22 @@ class HoldingResource extends JsonResource
      */
     public function toArray(Request $request): array
     {
-        return parent::toArray($request);
+        return [
+            'id' => $this->id,
+            'portfolio_id' => $this->portfolio_id,
+            'symbol' => $this->symbol,
+            'quantity' => $this->quantity,
+            'reinvest_dividends' => $this->reinvest_dividends,
+            'average_cost_basis' => $this->average_cost_basis,
+            'total_cost_basis' => $this->total_cost_basis,
+            'realized_gain_dollars' => $this->realized_gain_dollars,
+            'dividends_earned' => $this->dividends_earned,
+            'splits_synced_at' => $this->splits_synced_at,
+            'total_market_value' => $this->total_market_value,
+            'market_gain_dollars' => $this->market_gain_dollars,
+            'market_gain_percent' => $this->market_gain_percent,
+            'created_at' => $this->created_at,
+            'updated_at' => $this->updated_at
+        ];
     }
 }
diff --git a/app/Http/Resources/MarketDataResource.php b/app/Http/Resources/MarketDataResource.php
new file mode 100644
index 0000000..b9744aa
--- /dev/null
+++ b/app/Http/Resources/MarketDataResource.php
@@ -0,0 +1,36 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Http\Resources;
+
+use Illuminate\Http\Request;
+use Illuminate\Http\Resources\Json\JsonResource;
+
+class MarketDataResource extends JsonResource
+{
+    /**
+     * Transform the resource into an array.
+     *
+     * @return array<string, mixed>
+     */
+    public function toArray(Request $request): array
+    {
+        return [
+            'symbol' => $this->symbol,
+            'name' => $this->name,
+            'market_value' => $this->market_value,
+            'fifty_two_week_low' => $this->fifty_two_week_low,
+            'fifty_two_week_high' => $this->fifty_two_week_high,
+            'last_dividend_date' => $this->last_dividend_date,
+            'last_dividend_amount' => $this->last_dividend_amount,
+            'dividend_yield' => $this->dividend_yield,
+            'market_cap' => $this->market_cap,
+            'trailing_pe' => $this->trailing_pe,
+            'forward_pe' => $this->forward_pe,
+            'book_value' => $this->book_value,
+            'created_at' => $this->created_at,
+            'updated_at' => $this->updated_at,
+        ];
+    }
+}
diff --git a/app/Http/Resources/PortfolioResource.php b/app/Http/Resources/PortfolioResource.php
index 8a71071..1bd9f06 100644
--- a/app/Http/Resources/PortfolioResource.php
+++ b/app/Http/Resources/PortfolioResource.php
@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Http\Resources;
 
 use Illuminate\Http\Request;
diff --git a/app/Http/Resources/TransactionResource.php b/app/Http/Resources/TransactionResource.php
index 358bfe5..49ec5ad 100644
--- a/app/Http/Resources/TransactionResource.php
+++ b/app/Http/Resources/TransactionResource.php
@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Http\Resources;
 
 use Illuminate\Http\Request;
@@ -14,6 +16,19 @@ class TransactionResource extends JsonResource
      */
     public function toArray(Request $request): array
     {
-        return parent::toArray($request);
+        return [
+            'id' => $this->id,
+            'symbol' => $this->symbol,
+            'portfolio_id' => $this->portfolio_id,
+            'transaction_type' => $this->transaction_type,
+            'quantity' => $this->quantity,
+            'cost_basis' => $this->cost_basis,
+            'sale_price' => $this->sale_price,
+            'split' => $this->split,
+            'reinvested_dividend' => $this->reinvested_dividend,
+            'date' => $this->date,
+            'created_at' => $this->created_at,
+            'updated_at' => $this->updated_at,
+        ];
     }
 }
diff --git a/app/Http/Resources/UserResource.php b/app/Http/Resources/UserResource.php
index b68e3fa..41eeff5 100644
--- a/app/Http/Resources/UserResource.php
+++ b/app/Http/Resources/UserResource.php
@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Http\Resources;
 
 use Illuminate\Http\Request;
diff --git a/app/Support/FilterRequest.php b/app/Support/FilterRequest.php
deleted file mode 100644
index 07b64ef..0000000
--- a/app/Support/FilterRequest.php
+++ /dev/null
@@ -1,205 +0,0 @@
-<?php
-
-declare(strict_types=1);
-
-namespace App\Support;
-
-use Illuminate\Support\Str;
-use Illuminate\Database\Eloquent\Builder;
-use Illuminate\Pagination\LengthAwarePaginator;
-
-class FilterRequest
-{
-    public Builder $query;
-    public array $searchableColumns;
-    public array $filterableRelations = [];
-    public array $scopes;
-    public array $select = [];
-
-    public function __construct(
-        public string $modelClass
-    ) {
-        $this->query = (new $modelClass)->query();
-    }
-
-    /**
-     * Sets eager loads on the underlying query
-     *
-     * @param array $scopes
-     * @return void
-     */
-    public function setEagerRelations(string|array $relations)
-    {
-        $this->query = $this->query->with($relations);
-    }
-
-    /**
-     * Sets scopes on the underlying query
-     *
-     * @param array $scopes
-     * @return void
-     */
-    public function setScopes(string|array $scopes): void
-    {
-        $this->query = $this->query->scopes($scopes);
-    }
-
-    /**
-     * Allows nested json data to be aliased into a virtual column for the query
-     *
-     * @param array $columns can be an array of keys (e.g. `body.total_amount`)
-     * @return void
-     */
-    public function setVirtualColumns(array $columns)
-    {
-        foreach($columns as $column) {
-            $column = Str::replace('.', '->', $column);
-            $alias = Str::snake(Str::afterLast($column, '->'));
-
-            array_push($this->select, $column . ' as ' . $alias);
-        }   
-    }
-
-    /**
-     * Set columns that should be searched 
-     *
-     * @param array $columns can be an array of keys (e.g. `user.name` or a nested array with 
-     *              `relation`, `table`, and `column` attributes)
-     * @return void
-     */
-    public function setSearchableColumns(array $columns)
-    {
-        $this->searchableColumns = $columns;
-    }
-
-    /**
-     * Set relations that can be filtered
-     *
-     * @param array $relations is an array of keys (relations) and values (columns)
-     * @return void
-     */
-    public function setFilterableRelations(array $relations)
-    {
-        $this->filterableRelations = $relations;
-    }
-
-    /**
-     * Set related columns using aggregate function (e.g. `package.label` would become `package_label`)
-     * which enables filtering, searching, and sorting on the front end
-     *
-     * @param array $columns can be an array of keys (e.g. `user.name` or a nested array with 
-     *              `relation`, `table`, and `column` attributes)
-     * @return void
-     */
-    public function setRelationshipColumns(array $columns)
-    {
-        foreach($columns as $column) {
-
-            // advanced
-            if (is_array($column)) {
-                
-                $this->query->withAggregate($column['relation'], $column['table'].'.'.$column['column']);
-
-                continue;
-            }
-
-            // not a relationship
-            if(!Str::contains($column, '.')) {
-                continue;
-            }
-
-            // normal rx
-            $relationship = Str::before($column, '.');
-            $key = Str::after($column, '.');
-
-            $this->query->withAggregate($relationship, $key);
-        }
-    }
-
-    /**
-     * Get the resulting paginated collection
-     *
-     * @return LengthAwarePaginator
-     */
-    public function get(): LengthAwarePaginator
-    {
-        // handle sort 
-        if (!empty(request()->query('sortBy'))) {
-            if (Str::contains(request()->query('sortBy'), '.')) {
-                $this->query->joinRelation(Str::before(request()->query('sortBy'), '.'));
-            } 
-            $this->query->orderBy(
-                request()->query('sortBy'), 
-                request()->query('sortDesc', false) == "true" ? 'DESC' : 'ASC'
-            );
-        }
-
-        // handle filter
-        if (request()->has('filter')) {
-
-            foreach(request()->query('filter') as $filter => $params) {
-
-                if (array_key_exists($filter, $this->filterableRelations)) {
-
-                    // filtered rx
-                    foreach(explode(',', $params) as $param) { 
-                        $this->query->whereHas($filter, function ($query) use ($filter, $param) {
-                            $query->where($this->filterableRelations[$filter], $param);
-                        }); 
-                    }
-
-                } else {
-                    // traditional filter
-                    foreach(explode(',', $params) as $param) { 
-                        $this->query->having($filter, $param); 
-                    }
-
-                }
-            }
-        }
-
-        // handle search
-        if (request()->has('search') && !empty($this->searchableColumns)) {
-            // make searchable relationships aggregate columns
-            $this->setRelationshipColumns($this->searchableColumns);
-
-            $this->query->where(function($query) {
-                
-                foreach($this->searchableColumns as $column) {
-
-                    // advanced
-                    if (is_array($column)) {
-                        $query->orWhereHas($column['relation'], function($query) use ($column) {
-                            $query->where($column['table'].'.'.$column['column'], "like", '%' . request()->query('search') . '%');
-                        });
-
-                        continue;
-                    }
-
-                    // normal RX
-                    if(Str::contains($column, '.')) {
-
-                        $query->orWhereHas(Str::before($column, '.'), function($query) use ($column) {
-                            $query->where(Str::after($column, '.'), "like", '%' . request()->query('search') . '%');
-                        });
-
-                        continue;
-                    }
-                        
-                    // not rx
-                    $query->orWhere($column, "like", '%' . request()->query('search') . '%');
-                }
-            });
-        }
-
-        // handle per page
-        if (request()->query('itemsPerPage') == "-1") {
-            $perPage = $this->query->count();
-        } else {
-            $perPage = request()->query('itemsPerPage', 15);
-        }
-
-        // run
-        return $this->query->addSelect($this->select)->paginate($perPage);
-    }
-}
diff --git a/routes/api.php b/routes/api.php
index d19bba6..f1c9894 100644
--- a/routes/api.php
+++ b/routes/api.php
@@ -1,8 +1,11 @@
 <?php
 
-use App\Http\ApiControllers\PortfolioController;
 use Illuminate\Support\Facades\Route;
 use App\Http\ApiControllers\UserController;
+use App\Http\ApiControllers\HoldingController;
+use App\Http\ApiControllers\PortfolioController;
+use App\Http\ApiControllers\MarketDataController;
+use App\Http\ApiControllers\TransactionController;
 
 Route::middleware(['auth:sanctum'])->group(function () {
 
@@ -13,6 +16,11 @@ Route::middleware(['auth:sanctum'])->group(function () {
     Route::get('/portfolio', [PortfolioController::class, 'index']);
 
     // transaction
+    Route::get('/transaction', [TransactionController::class, 'index']);
 
     // holding
+    Route::get('/holding', [HoldingController::class, 'index']);
+
+    // market data
+    Route::get('/market-data/{symbol}', [MarketDataController::class, 'show']);
 });
\ No newline at end of file

From b8f24d4b67b40f88744881c997dc96ea644ec842 Mon Sep 17 00:00:00 2001
From: hackerESQ <corey@coreyvarma.com>
Date: Fri, 24 Jan 2025 19:29:15 -0600
Subject: [PATCH 06/12] add filter-models for api controllers

---
 composer.json |   7 +-
 composer.lock | 935 ++++++++++++++++++++++++++++++++------------------
 2 files changed, 610 insertions(+), 332 deletions(-)

diff --git a/composer.json b/composer.json
index 6c0612c..a02068b 100644
--- a/composer.json
+++ b/composer.json
@@ -21,7 +21,8 @@
         "robsontenorio/mary": "^1.35",
         "scheb/yahoo-finance-api": "^4.11",
         "staudenmeir/eloquent-has-many-deep": "^1.20",
-        "tschucki/alphavantage-laravel": "^0.0"
+        "tschucki/alphavantage-laravel": "^0.0",
+        "hackeresq/filter-models": "dev-main"
     },
     "require-dev": {
         "fakerphp/faker": "^1.23",
@@ -32,6 +33,10 @@
         "phpunit/phpunit": "^11.0.1"
     },
     "repositories": [
+        {
+            "type": "vcs",
+            "url": "https://github.com/hackeresq/filter-models"
+        },
         {
             "type": "vcs",
             "url": "https://github.com/investbrainapp/finnhub-php"
diff --git a/composer.lock b/composer.lock
index edd3321..c5bcd19 100644
--- a/composer.lock
+++ b/composer.lock
@@ -4,7 +4,7 @@
         "Read more about it at https://getcomposer.org/doc/01-basic-usage.md#installing-dependencies",
         "This file is @generated automatically"
     ],
-    "content-hash": "7a08994d8c9bda95b9481a926a63c405",
+    "content-hash": "e8ee89ca51e5e67c7c812a39455132da",
     "packages": [
         {
             "name": "aws/aws-crt-php",
@@ -62,16 +62,16 @@
         },
         {
             "name": "aws/aws-sdk-php",
-            "version": "3.334.1",
+            "version": "3.338.2",
             "source": {
                 "type": "git",
                 "url": "https://github.com/aws/aws-sdk-php.git",
-                "reference": "3938b3467f64a30fed7ee1762a6785f808a5ae4d"
+                "reference": "7a52364e053d74363f9976dfb4473bace5b7790e"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/aws/aws-sdk-php/zipball/3938b3467f64a30fed7ee1762a6785f808a5ae4d",
-                "reference": "3938b3467f64a30fed7ee1762a6785f808a5ae4d",
+                "url": "https://api.github.com/repos/aws/aws-sdk-php/zipball/7a52364e053d74363f9976dfb4473bace5b7790e",
+                "reference": "7a52364e053d74363f9976dfb4473bace5b7790e",
                 "shasum": ""
             },
             "require": {
@@ -79,31 +79,31 @@
                 "ext-json": "*",
                 "ext-pcre": "*",
                 "ext-simplexml": "*",
-                "guzzlehttp/guzzle": "^6.5.8 || ^7.4.5",
-                "guzzlehttp/promises": "^1.4.0 || ^2.0",
-                "guzzlehttp/psr7": "^1.9.1 || ^2.4.5",
-                "mtdowling/jmespath.php": "^2.6",
-                "php": ">=7.2.5",
-                "psr/http-message": "^1.0 || ^2.0"
+                "guzzlehttp/guzzle": "^7.4.5",
+                "guzzlehttp/promises": "^2.0",
+                "guzzlehttp/psr7": "^2.4.5",
+                "mtdowling/jmespath.php": "^2.8.0",
+                "php": ">=8.1",
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@@ -1727,6 +1727,45 @@
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+                    "name": "symfony/polyfill"
                 }
             },
             "autoload": {
@@ -7488,8 +7754,8 @@
             "type": "library",
             "extra": {
                 "thanks": {
-                    "name": "symfony/polyfill",
-                    "url": "https://github.com/symfony/polyfill"
+                    "url": "https://github.com/symfony/polyfill",
+                    "name": "symfony/polyfill"
                 }
             },
             "autoload": {
@@ -7707,12 +7973,12 @@
             },
             "type": "library",
             "extra": {
+                "thanks": {
+                    "url": "https://github.com/symfony/contracts",
+                    "name": "symfony/contracts"
+                },
                 "branch-alias": {
                     "dev-main": "3.5-dev"
-                },
-                "thanks": {
-                    "name": "symfony/contracts",
-                    "url": "https://github.com/symfony/contracts"
                 }
             },
             "autoload": {
@@ -7855,16 +8121,16 @@
         },
         {
             "name": "symfony/translation",
-            "version": "v7.2.0",
+            "version": "v7.2.2",
             "source": {
                 "type": "git",
                 "url": "https://github.com/symfony/translation.git",
-                "reference": "dc89e16b44048ceecc879054e5b7f38326ab6cc5"
+                "reference": "e2674a30132b7cc4d74540d6c2573aa363f05923"
             },
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                 "type": "zip",
-                "url": "https://api.github.com/repos/symfony/translation/zipball/dc89e16b44048ceecc879054e5b7f38326ab6cc5",
-                "reference": "dc89e16b44048ceecc879054e5b7f38326ab6cc5",
+                "url": "https://api.github.com/repos/symfony/translation/zipball/e2674a30132b7cc4d74540d6c2573aa363f05923",
+                "reference": "e2674a30132b7cc4d74540d6c2573aa363f05923",
                 "shasum": ""
             },
             "require": {
@@ -7930,7 +8196,7 @@
             "description": "Provides tools to internationalize your application",
             "homepage": "https://symfony.com",
             "support": {
-                "source": "https://github.com/symfony/translation/tree/v7.2.0"
+                "source": "https://github.com/symfony/translation/tree/v7.2.2"
             },
             "funding": [
                 {
@@ -7946,7 +8212,7 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2024-11-12T20:47:56+00:00"
+            "time": "2024-12-07T08:18:10+00:00"
         },
         {
             "name": "symfony/translation-contracts",
@@ -7967,12 +8233,12 @@
             },
             "type": "library",
             "extra": {
+                "thanks": {
+                    "url": "https://github.com/symfony/contracts",
+                    "name": "symfony/contracts"
+                },
                 "branch-alias": {
                     "dev-main": "3.5-dev"
-                },
-                "thanks": {
-                    "name": "symfony/contracts",
-                    "url": "https://github.com/symfony/contracts"
                 }
             },
             "autoload": {
@@ -8185,31 +8451,33 @@
         },
         {
             "name": "tijsverkoyen/css-to-inline-styles",
-            "version": "v2.2.7",
+            "version": "v2.3.0",
             "source": {
                 "type": "git",
                 "url": "https://github.com/tijsverkoyen/CssToInlineStyles.git",
-                "reference": "83ee6f38df0a63106a9e4536e3060458b74ccedb"
+                "reference": "0d72ac1c00084279c1816675284073c5a337c20d"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/tijsverkoyen/CssToInlineStyles/zipball/83ee6f38df0a63106a9e4536e3060458b74ccedb",
-                "reference": "83ee6f38df0a63106a9e4536e3060458b74ccedb",
+                "url": "https://api.github.com/repos/tijsverkoyen/CssToInlineStyles/zipball/0d72ac1c00084279c1816675284073c5a337c20d",
+                "reference": "0d72ac1c00084279c1816675284073c5a337c20d",
                 "shasum": ""
             },
             "require": {
                 "ext-dom": "*",
                 "ext-libxml": "*",
-                "php": "^5.5 || ^7.0 || ^8.0",
-                "symfony/css-selector": "^2.7 || ^3.0 || ^4.0 || ^5.0 || ^6.0 || ^7.0"
+                "php": "^7.4 || ^8.0",
+                "symfony/css-selector": "^5.4 || ^6.0 || ^7.0"
             },
             "require-dev": {
-                "phpunit/phpunit": "^4.8.35 || ^5.7 || ^6.0 || ^7.5 || ^8.5.21 || ^9.5.10"
+                "phpstan/phpstan": "^2.0",
+                "phpstan/phpstan-phpunit": "^2.0",
+                "phpunit/phpunit": "^8.5.21 || ^9.5.10"
             },
             "type": "library",
             "extra": {
                 "branch-alias": {
-                    "dev-master": "2.2.x-dev"
+                    "dev-master": "2.x-dev"
                 }
             },
             "autoload": {
@@ -8232,9 +8500,9 @@
             "homepage": "https://github.com/tijsverkoyen/CssToInlineStyles",
             "support": {
                 "issues": "https://github.com/tijsverkoyen/CssToInlineStyles/issues",
-                "source": "https://github.com/tijsverkoyen/CssToInlineStyles/tree/v2.2.7"
+                "source": "https://github.com/tijsverkoyen/CssToInlineStyles/tree/v2.3.0"
             },
-            "time": "2023-12-08T13:03:43+00:00"
+            "time": "2024-12-21T16:25:41+00:00"
         },
         {
             "name": "tschucki/alphavantage-laravel",
@@ -8720,16 +8988,16 @@
         },
         {
             "name": "laravel/pint",
-            "version": "v1.18.3",
+            "version": "v1.20.0",
             "source": {
                 "type": "git",
                 "url": "https://github.com/laravel/pint.git",
-                "reference": "cef51821608239040ab841ad6e1c6ae502ae3026"
+                "reference": "53072e8ea22213a7ed168a8a15b96fbb8b82d44b"
             },
             "dist": {
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-                "url": "https://api.github.com/repos/laravel/pint/zipball/cef51821608239040ab841ad6e1c6ae502ae3026",
-                "reference": "cef51821608239040ab841ad6e1c6ae502ae3026",
+                "url": "https://api.github.com/repos/laravel/pint/zipball/53072e8ea22213a7ed168a8a15b96fbb8b82d44b",
+                "reference": "53072e8ea22213a7ed168a8a15b96fbb8b82d44b",
                 "shasum": ""
             },
             "require": {
@@ -8740,10 +9008,10 @@
                 "php": "^8.1.0"
             },
             "require-dev": {
-                "friendsofphp/php-cs-fixer": "^3.65.0",
-                "illuminate/view": "^10.48.24",
-                "larastan/larastan": "^2.9.11",
-                "laravel-zero/framework": "^10.4.0",
+                "friendsofphp/php-cs-fixer": "^3.66.0",
+                "illuminate/view": "^10.48.25",
+                "larastan/larastan": "^2.9.12",
+                "laravel-zero/framework": "^10.48.25",
                 "mockery/mockery": "^1.6.12",
                 "nunomaduro/termwind": "^1.17.0",
                 "pestphp/pest": "^2.36.0"
@@ -8782,20 +9050,20 @@
                 "issues": "https://github.com/laravel/pint/issues",
                 "source": "https://github.com/laravel/pint"
             },
-            "time": "2024-11-26T15:34:00+00:00"
+            "time": "2025-01-14T16:20:53+00:00"
         },
         {
             "name": "laravel/sail",
-            "version": "v1.39.1",
+            "version": "v1.40.0",
             "source": {
                 "type": "git",
                 "url": "https://github.com/laravel/sail.git",
-                "reference": "1a3c7291bc88de983b66688919a4d298d68ddec7"
+                "reference": "237e70656d8eface4839de51d101284bd5d0cf71"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/laravel/sail/zipball/1a3c7291bc88de983b66688919a4d298d68ddec7",
-                "reference": "1a3c7291bc88de983b66688919a4d298d68ddec7",
+                "url": "https://api.github.com/repos/laravel/sail/zipball/237e70656d8eface4839de51d101284bd5d0cf71",
+                "reference": "237e70656d8eface4839de51d101284bd5d0cf71",
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             },
             "require": {
@@ -8845,7 +9113,7 @@
                 "issues": "https://github.com/laravel/sail/issues",
                 "source": "https://github.com/laravel/sail"
             },
-            "time": "2024-11-27T15:42:28+00:00"
+            "time": "2025-01-13T16:57:11+00:00"
         },
         {
             "name": "mockery/mockery",
@@ -8992,37 +9260,37 @@
         },
         {
             "name": "nunomaduro/collision",
-            "version": "v8.5.0",
+            "version": "v8.6.1",
             "source": {
                 "type": "git",
                 "url": "https://github.com/nunomaduro/collision.git",
-                "reference": "f5c101b929c958e849a633283adff296ed5f38f5"
+                "reference": "86f003c132143d5a2ab214e19933946409e0cae7"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/nunomaduro/collision/zipball/f5c101b929c958e849a633283adff296ed5f38f5",
-                "reference": "f5c101b929c958e849a633283adff296ed5f38f5",
+                "url": "https://api.github.com/repos/nunomaduro/collision/zipball/86f003c132143d5a2ab214e19933946409e0cae7",
+                "reference": "86f003c132143d5a2ab214e19933946409e0cae7",
                 "shasum": ""
             },
             "require": {
                 "filp/whoops": "^2.16.0",
-                "nunomaduro/termwind": "^2.1.0",
+                "nunomaduro/termwind": "^2.3.0",
                 "php": "^8.2.0",
-                "symfony/console": "^7.1.5"
+                "symfony/console": "^7.2.1"
             },
             "conflict": {
-                "laravel/framework": "<11.0.0 || >=12.0.0",
-                "phpunit/phpunit": "<10.5.1 || >=12.0.0"
+                "laravel/framework": "<11.39.1 || >=13.0.0",
+                "phpunit/phpunit": "<11.5.3 || >=12.0.0"
             },
             "require-dev": {
-                "larastan/larastan": "^2.9.8",
-                "laravel/framework": "^11.28.0",
-                "laravel/pint": "^1.18.1",
-                "laravel/sail": "^1.36.0",
-                "laravel/sanctum": "^4.0.3",
+                "larastan/larastan": "^2.9.12",
+                "laravel/framework": "^11.39.1",
+                "laravel/pint": "^1.20.0",
+                "laravel/sail": "^1.40.0",
+                "laravel/sanctum": "^4.0.7",
                 "laravel/tinker": "^2.10.0",
-                "orchestra/testbench-core": "^9.5.3",
-                "pestphp/pest": "^2.36.0 || ^3.4.0",
+                "orchestra/testbench-core": "^9.9.2",
+                "pestphp/pest": "^3.7.3",
                 "sebastian/environment": "^6.1.0 || ^7.2.0"
             },
             "type": "library",
@@ -9060,6 +9328,7 @@
                 "cli",
                 "command-line",
                 "console",
+                "dev",
                 "error",
                 "handling",
                 "laravel",
@@ -9085,7 +9354,7 @@
                     "type": "patreon"
                 }
             ],
-            "time": "2024-10-15T16:06:32+00:00"
+            "time": "2025-01-23T13:41:43+00:00"
         },
         {
             "name": "phar-io/manifest",
@@ -9207,16 +9476,16 @@
         },
         {
             "name": "phpunit/php-code-coverage",
-            "version": "11.0.7",
+            "version": "11.0.8",
             "source": {
                 "type": "git",
                 "url": "https://github.com/sebastianbergmann/php-code-coverage.git",
-                "reference": "f7f08030e8811582cc459871d28d6f5a1a4d35ca"
+                "reference": "418c59fd080954f8c4aa5631d9502ecda2387118"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/sebastianbergmann/php-code-coverage/zipball/f7f08030e8811582cc459871d28d6f5a1a4d35ca",
-                "reference": "f7f08030e8811582cc459871d28d6f5a1a4d35ca",
+                "url": "https://api.github.com/repos/sebastianbergmann/php-code-coverage/zipball/418c59fd080954f8c4aa5631d9502ecda2387118",
+                "reference": "418c59fd080954f8c4aa5631d9502ecda2387118",
                 "shasum": ""
             },
             "require": {
@@ -9235,7 +9504,7 @@
                 "theseer/tokenizer": "^1.2.3"
             },
             "require-dev": {
-                "phpunit/phpunit": "^11.4.1"
+                "phpunit/phpunit": "^11.5.0"
             },
             "suggest": {
                 "ext-pcov": "PHP extension that provides line coverage",
@@ -9273,7 +9542,7 @@
             "support": {
                 "issues": "https://github.com/sebastianbergmann/php-code-coverage/issues",
                 "security": "https://github.com/sebastianbergmann/php-code-coverage/security/policy",
-                "source": "https://github.com/sebastianbergmann/php-code-coverage/tree/11.0.7"
+                "source": "https://github.com/sebastianbergmann/php-code-coverage/tree/11.0.8"
             },
             "funding": [
                 {
@@ -9281,7 +9550,7 @@
                     "type": "github"
                 }
             ],
-            "time": "2024-10-09T06:21:38+00:00"
+            "time": "2024-12-11T12:34:27+00:00"
         },
         {
             "name": "phpunit/php-file-iterator",
@@ -9530,16 +9799,16 @@
         },
         {
             "name": "phpunit/phpunit",
-            "version": "11.5.0",
+            "version": "11.5.3",
             "source": {
                 "type": "git",
                 "url": "https://github.com/sebastianbergmann/phpunit.git",
-                "reference": "0569902506a6c0878930b87ea79ec3b50ea563f7"
+                "reference": "30e319e578a7b5da3543073e30002bf82042f701"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/sebastianbergmann/phpunit/zipball/0569902506a6c0878930b87ea79ec3b50ea563f7",
-                "reference": "0569902506a6c0878930b87ea79ec3b50ea563f7",
+                "url": "https://api.github.com/repos/sebastianbergmann/phpunit/zipball/30e319e578a7b5da3543073e30002bf82042f701",
+                "reference": "30e319e578a7b5da3543073e30002bf82042f701",
                 "shasum": ""
             },
             "require": {
@@ -9553,14 +9822,14 @@
                 "phar-io/manifest": "^2.0.4",
                 "phar-io/version": "^3.2.1",
                 "php": ">=8.2",
-                "phpunit/php-code-coverage": "^11.0.7",
+                "phpunit/php-code-coverage": "^11.0.8",
                 "phpunit/php-file-iterator": "^5.1.0",
                 "phpunit/php-invoker": "^5.0.1",
                 "phpunit/php-text-template": "^4.0.1",
                 "phpunit/php-timer": "^7.0.1",
                 "sebastian/cli-parser": "^3.0.2",
-                "sebastian/code-unit": "^3.0.1",
-                "sebastian/comparator": "^6.2.1",
+                "sebastian/code-unit": "^3.0.2",
+                "sebastian/comparator": "^6.3.0",
                 "sebastian/diff": "^6.0.2",
                 "sebastian/environment": "^7.2.0",
                 "sebastian/exporter": "^6.3.0",
@@ -9611,7 +9880,7 @@
             "support": {
                 "issues": "https://github.com/sebastianbergmann/phpunit/issues",
                 "security": "https://github.com/sebastianbergmann/phpunit/security/policy",
-                "source": "https://github.com/sebastianbergmann/phpunit/tree/11.5.0"
+                "source": "https://github.com/sebastianbergmann/phpunit/tree/11.5.3"
             },
             "funding": [
                 {
@@ -9627,7 +9896,7 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2024-12-06T05:57:38+00:00"
+            "time": "2025-01-13T09:36:00+00:00"
         },
         {
             "name": "sebastian/cli-parser",
@@ -9688,23 +9957,23 @@
         },
         {
             "name": "sebastian/code-unit",
-            "version": "3.0.1",
+            "version": "3.0.2",
             "source": {
                 "type": "git",
                 "url": "https://github.com/sebastianbergmann/code-unit.git",
-                "reference": "6bb7d09d6623567178cf54126afa9c2310114268"
+                "reference": "ee88b0cdbe74cf8dd3b54940ff17643c0d6543ca"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/sebastianbergmann/code-unit/zipball/6bb7d09d6623567178cf54126afa9c2310114268",
-                "reference": "6bb7d09d6623567178cf54126afa9c2310114268",
+                "url": "https://api.github.com/repos/sebastianbergmann/code-unit/zipball/ee88b0cdbe74cf8dd3b54940ff17643c0d6543ca",
+                "reference": "ee88b0cdbe74cf8dd3b54940ff17643c0d6543ca",
                 "shasum": ""
             },
             "require": {
                 "php": ">=8.2"
             },
             "require-dev": {
-                "phpunit/phpunit": "^11.0"
+                "phpunit/phpunit": "^11.5"
             },
             "type": "library",
             "extra": {
@@ -9733,7 +10002,7 @@
             "support": {
                 "issues": "https://github.com/sebastianbergmann/code-unit/issues",
                 "security": "https://github.com/sebastianbergmann/code-unit/security/policy",
-                "source": "https://github.com/sebastianbergmann/code-unit/tree/3.0.1"
+                "source": "https://github.com/sebastianbergmann/code-unit/tree/3.0.2"
             },
             "funding": [
                 {
@@ -9741,7 +10010,7 @@
                     "type": "github"
                 }
             ],
-            "time": "2024-07-03T04:44:28+00:00"
+            "time": "2024-12-12T09:59:06+00:00"
         },
         {
             "name": "sebastian/code-unit-reverse-lookup",
@@ -9801,16 +10070,16 @@
         },
         {
             "name": "sebastian/comparator",
-            "version": "6.2.1",
+            "version": "6.3.0",
             "source": {
                 "type": "git",
                 "url": "https://github.com/sebastianbergmann/comparator.git",
-                "reference": "43d129d6a0f81c78bee378b46688293eb7ea3739"
+                "reference": "d4e47a769525c4dd38cea90e5dcd435ddbbc7115"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/sebastianbergmann/comparator/zipball/43d129d6a0f81c78bee378b46688293eb7ea3739",
-                "reference": "43d129d6a0f81c78bee378b46688293eb7ea3739",
+                "url": "https://api.github.com/repos/sebastianbergmann/comparator/zipball/d4e47a769525c4dd38cea90e5dcd435ddbbc7115",
+                "reference": "d4e47a769525c4dd38cea90e5dcd435ddbbc7115",
                 "shasum": ""
             },
             "require": {
@@ -9823,6 +10092,9 @@
             "require-dev": {
                 "phpunit/phpunit": "^11.4"
             },
+            "suggest": {
+                "ext-bcmath": "For comparing BcMath\\Number objects"
+            },
             "type": "library",
             "extra": {
                 "branch-alias": {
@@ -9866,7 +10138,7 @@
             "support": {
                 "issues": "https://github.com/sebastianbergmann/comparator/issues",
                 "security": "https://github.com/sebastianbergmann/comparator/security/policy",
-                "source": "https://github.com/sebastianbergmann/comparator/tree/6.2.1"
+                "source": "https://github.com/sebastianbergmann/comparator/tree/6.3.0"
             },
             "funding": [
                 {
@@ -9874,7 +10146,7 @@
                     "type": "github"
                 }
             ],
-            "time": "2024-10-31T05:30:08+00:00"
+            "time": "2025-01-06T10:28:19+00:00"
         },
         {
             "name": "sebastian/complexity",
@@ -10730,7 +11002,8 @@
     "aliases": [],
     "minimum-stability": "stable",
     "stability-flags": {
-        "finnhub/client": 20
+        "finnhub/client": 20,
+        "hackeresq/filter-models": 20
     },
     "prefer-stable": true,
     "prefer-lowest": false,

From 62dcae48bb9e5f18e1596323d5cb481dd8054105 Mon Sep 17 00:00:00 2001
From: hackerESQ <corey@coreyvarma.com>
Date: Fri, 24 Jan 2025 22:45:28 -0600
Subject: [PATCH 07/12] wip

---
 .../ApiControllers/PortfolioController.php    | 37 +++++++++++++++++--
 app/Http/Requests/StorePortfolioRequest.php   | 23 ++++++++++++
 app/Http/Requests/UpdatePortfolioRequest.php  | 23 ++++++++++++
 app/Http/Resources/PortfolioResource.php      |  1 +
 composer.lock                                 |  8 ++--
 routes/api.php                                |  2 +-
 6 files changed, 86 insertions(+), 8 deletions(-)
 create mode 100644 app/Http/Requests/StorePortfolioRequest.php
 create mode 100644 app/Http/Requests/UpdatePortfolioRequest.php

diff --git a/app/Http/ApiControllers/PortfolioController.php b/app/Http/ApiControllers/PortfolioController.php
index 92af14e..54e83ec 100644
--- a/app/Http/ApiControllers/PortfolioController.php
+++ b/app/Http/ApiControllers/PortfolioController.php
@@ -5,22 +5,53 @@ declare(strict_types=1);
 namespace App\Http\ApiControllers;
 
 use App\Models\Portfolio;
-use Illuminate\Http\Request;
+use Illuminate\Support\Facades\Gate;
 use HackerEsq\FilterModels\FilterModels;
 use App\Http\Resources\PortfolioResource;
+use App\Http\Requests\StorePortfolioRequest;
+use App\Http\Requests\UpdatePortfolioRequest;
 use App\Http\ApiControllers\Controller as ApiController;
 
 class PortfolioController extends ApiController
 {
     public function index(FilterModels $filters)
     {
-
         $filters->setQuery(Portfolio::query());
         $filters->setScopes(['myPortfolios']);
         $filters->setEagerRelations(['users', 'transactions', 'holdings']);
-        $filters->setFilterableRelations(['holdings' => 'symbol', 'transactions' => 'symbol']);
+        $filters->setFilterableRelations(['holdings.symbol']);
         $filters->setSearchableColumns(['title', 'notes']);
 
         return PortfolioResource::collection($filters->paginated());
     }
+
+    public function store(StorePortfolioRequest $request)
+    {
+        $portfolio = Portfolio::create($request->validated());
+        
+        return PortfolioResource::make($portfolio);
+    }
+
+    public function show(Portfolio $portfolio)
+    {
+        Gate::authorize('readOnly', $portfolio);
+
+        return PortfolioResource::make($portfolio);
+    }
+
+    public function update(UpdatePortfolioRequest $request, Portfolio $portfolio)
+    {
+        Gate::authorize('fullAccess', $portfolio);
+
+        $portfolio->update($request->validated());
+
+        return PortfolioResource::make($portfolio);
+    }
+
+    public function destroy(Portfolio $portfolio)
+    {
+        Gate::authorize('fullAccess', $portfolio);
+
+        return response()->noContent();
+    }
 }
\ No newline at end of file
diff --git a/app/Http/Requests/StorePortfolioRequest.php b/app/Http/Requests/StorePortfolioRequest.php
new file mode 100644
index 0000000..86b0eef
--- /dev/null
+++ b/app/Http/Requests/StorePortfolioRequest.php
@@ -0,0 +1,23 @@
+<?php
+
+namespace App\Http\Requests;
+
+use Illuminate\Foundation\Http\FormRequest;
+
+class StorePortfolioRequest extends FormRequest
+{
+
+    /**
+     * Get the validation rules that apply to the request.
+     *
+     * @return array<string, \Illuminate\Contracts\Validation\ValidationRule|array<mixed>|string>
+     */
+    public function rules(): array
+    {
+        return [
+            'title' => ['required', 'string', 'max:255'],
+            'notes' => ['sometimes', 'nullable', 'string'],
+            'wishlist' => ['sometimes', 'nullable', 'boolean'],
+        ];
+    }
+}
diff --git a/app/Http/Requests/UpdatePortfolioRequest.php b/app/Http/Requests/UpdatePortfolioRequest.php
new file mode 100644
index 0000000..6840a5a
--- /dev/null
+++ b/app/Http/Requests/UpdatePortfolioRequest.php
@@ -0,0 +1,23 @@
+<?php
+
+namespace App\Http\Requests;
+
+use Illuminate\Foundation\Http\FormRequest;
+
+class UpdatePortfolioRequest extends FormRequest
+{
+
+    /**
+     * Get the validation rules that apply to the request.
+     *
+     * @return array<string, \Illuminate\Contracts\Validation\ValidationRule|array<mixed>|string>
+     */
+    public function rules(): array
+    {
+        return [
+            'title' => ['sometimes', 'string', 'max:255'],
+            'notes' => ['sometimes', 'nullable', 'string'],
+            'wishlist' => ['sometimes', 'nullable', 'boolean'],
+        ];
+    }
+}
diff --git a/app/Http/Resources/PortfolioResource.php b/app/Http/Resources/PortfolioResource.php
index 1bd9f06..19d3b8a 100644
--- a/app/Http/Resources/PortfolioResource.php
+++ b/app/Http/Resources/PortfolioResource.php
@@ -19,6 +19,7 @@ class PortfolioResource extends JsonResource
         return [
             'id' => $this->id,
             'title' => $this->title,
+            'notes' => $this->notes,
             'wishlist' => $this->wishlist,
             'owner' => UserResource::make($this->owner),
             'transactions' => TransactionResource::collection($this->whenLoaded('transactions')),
diff --git a/composer.lock b/composer.lock
index c5bcd19..c7d511f 100644
--- a/composer.lock
+++ b/composer.lock
@@ -1733,12 +1733,12 @@
             "source": {
                 "type": "git",
                 "url": "https://github.com/hackerESQ/filter-models.git",
-                "reference": "4ddba2483dc3987dcdf3f637be7edb8a2c96606c"
+                "reference": "565537120ea01bd73f49051ecde90d05e4127c6b"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/hackerESQ/filter-models/zipball/4ddba2483dc3987dcdf3f637be7edb8a2c96606c",
-                "reference": "4ddba2483dc3987dcdf3f637be7edb8a2c96606c",
+                "url": "https://api.github.com/repos/hackerESQ/filter-models/zipball/565537120ea01bd73f49051ecde90d05e4127c6b",
+                "reference": "565537120ea01bd73f49051ecde90d05e4127c6b",
                 "shasum": ""
             },
             "require": {
@@ -1764,7 +1764,7 @@
                 "source": "https://github.com/hackerESQ/filter-models/tree/main",
                 "issues": "https://github.com/hackerESQ/filter-models/issues"
             },
-            "time": "2025-01-25T01:22:46+00:00"
+            "time": "2025-01-25T04:44:58+00:00"
         },
         {
             "name": "jfcherng/php-color-output",
diff --git a/routes/api.php b/routes/api.php
index f1c9894..6249abb 100644
--- a/routes/api.php
+++ b/routes/api.php
@@ -13,7 +13,7 @@ Route::middleware(['auth:sanctum'])->group(function () {
     Route::get('/me', [UserController::class, 'me']);
 
     // portfolio
-    Route::get('/portfolio', [PortfolioController::class, 'index']);
+    Route::apiResource('/portfolio', PortfolioController::class);
 
     // transaction
     Route::get('/transaction', [TransactionController::class, 'index']);

From 169eabd80043bfb323597956b5c23b03ca742869 Mon Sep 17 00:00:00 2001
From: hackerESQ <corey@coreyvarma.com>
Date: Sat, 25 Jan 2025 16:57:35 -0600
Subject: [PATCH 08/12] fix: disable api for 1p packages

---
 composer.json | 2 ++
 1 file changed, 2 insertions(+)

diff --git a/composer.json b/composer.json
index a02068b..90f7206 100644
--- a/composer.json
+++ b/composer.json
@@ -35,10 +35,12 @@
     "repositories": [
         {
             "type": "vcs",
+            "no-api": true,
             "url": "https://github.com/hackeresq/filter-models"
         },
         {
             "type": "vcs",
+            "no-api": true,
             "url": "https://github.com/investbrainapp/finnhub-php"
         }
     ],

From ea4602abc72271a023ead315358503037c2051ea Mon Sep 17 00:00:00 2001
From: hackerESQ <corey@coreyvarma.com>
Date: Sun, 26 Jan 2025 22:56:05 -0600
Subject: [PATCH 09/12] wip

---
 .../ApiControllers/PortfolioController.php    |   9 +-
 .../ApiControllers/TransactionController.php  |  34 +++++
 app/Http/Controllers/PortfolioController.php  |   5 +-
 ...tfolioRequest.php => PortfolioRequest.php} |  13 +-
 ...olioRequest.php => TransactionRequest.php} |  13 +-
 composer.lock                                 | 119 ++++++++++++++----
 storage/app/.gitignore                        |   1 -
 7 files changed, 157 insertions(+), 37 deletions(-)
 rename app/Http/Requests/{StorePortfolioRequest.php => PortfolioRequest.php} (63%)
 rename app/Http/Requests/{UpdatePortfolioRequest.php => TransactionRequest.php} (63%)

diff --git a/app/Http/ApiControllers/PortfolioController.php b/app/Http/ApiControllers/PortfolioController.php
index 54e83ec..dd487b0 100644
--- a/app/Http/ApiControllers/PortfolioController.php
+++ b/app/Http/ApiControllers/PortfolioController.php
@@ -8,8 +8,7 @@ use App\Models\Portfolio;
 use Illuminate\Support\Facades\Gate;
 use HackerEsq\FilterModels\FilterModels;
 use App\Http\Resources\PortfolioResource;
-use App\Http\Requests\StorePortfolioRequest;
-use App\Http\Requests\UpdatePortfolioRequest;
+use App\Http\Requests\PortfolioRequest;
 use App\Http\ApiControllers\Controller as ApiController;
 
 class PortfolioController extends ApiController
@@ -25,7 +24,7 @@ class PortfolioController extends ApiController
         return PortfolioResource::collection($filters->paginated());
     }
 
-    public function store(StorePortfolioRequest $request)
+    public function store(PortfolioRequest $request)
     {
         $portfolio = Portfolio::create($request->validated());
         
@@ -39,7 +38,7 @@ class PortfolioController extends ApiController
         return PortfolioResource::make($portfolio);
     }
 
-    public function update(UpdatePortfolioRequest $request, Portfolio $portfolio)
+    public function update(PortfolioRequest $request, Portfolio $portfolio)
     {
         Gate::authorize('fullAccess', $portfolio);
 
@@ -52,6 +51,8 @@ class PortfolioController extends ApiController
     {
         Gate::authorize('fullAccess', $portfolio);
 
+        $portfolio->delete();
+
         return response()->noContent();
     }
 }
\ No newline at end of file
diff --git a/app/Http/ApiControllers/TransactionController.php b/app/Http/ApiControllers/TransactionController.php
index 68b8597..3441df0 100644
--- a/app/Http/ApiControllers/TransactionController.php
+++ b/app/Http/ApiControllers/TransactionController.php
@@ -4,7 +4,9 @@ namespace App\Http\ApiControllers;
 
 use App\Models\Transaction;
 use Illuminate\Http\Request;
+use Illuminate\Support\Facades\Gate;
 use HackerEsq\FilterModels\FilterModels;
+use App\Http\Requests\TransactionRequest;
 use App\Http\Resources\TransactionResource;
 use App\Http\ApiControllers\Controller as ApiController;
 
@@ -19,4 +21,36 @@ class TransactionController extends ApiController
 
         return TransactionResource::collection($filters->paginated());
     }
+
+    public function store(TransactionRequest $request)
+    {
+        $transaction = Transaction::create($request->validated());
+        
+        return TransactionResource::make($transaction);
+    }
+
+    public function show(Transaction $transaction)
+    {
+        Gate::authorize('readOnly', $transaction);
+
+        return TransactionResource::make($transaction);
+    }
+
+    public function update(TransactionRequest $request, Transaction $transaction)
+    {
+        Gate::authorize('fullAccess', $transaction);
+
+        $transaction->update($request->validated());
+
+        return TransactionResource::make($transaction);
+    }
+
+    public function destroy(Transaction $transaction)
+    {
+        Gate::authorize('fullAccess', $transaction);
+
+        $transaction->delete();
+
+        return response()->noContent();
+    }
 }
\ No newline at end of file
diff --git a/app/Http/Controllers/PortfolioController.php b/app/Http/Controllers/PortfolioController.php
index 3f04d12..efa9980 100644
--- a/app/Http/Controllers/PortfolioController.php
+++ b/app/Http/Controllers/PortfolioController.php
@@ -5,6 +5,7 @@ namespace App\Http\Controllers;
 use App\Models\Holding;
 use App\Models\Portfolio;
 use Illuminate\Http\Request;
+use Illuminate\Support\Facades\Gate;
 
 class PortfolioController extends Controller
 {
@@ -22,9 +23,7 @@ class PortfolioController extends Controller
      */
     public function show(Request $request, Portfolio $portfolio)
     {
-        if ($request->user()->cannot('readOnly', $portfolio)) {
-            abort(403);
-        }
+        Gate::authorize('readOnly', $portfolio);
 
         $portfolio->load(['transactions', 'holdings']);
         
diff --git a/app/Http/Requests/StorePortfolioRequest.php b/app/Http/Requests/PortfolioRequest.php
similarity index 63%
rename from app/Http/Requests/StorePortfolioRequest.php
rename to app/Http/Requests/PortfolioRequest.php
index 86b0eef..772c6b2 100644
--- a/app/Http/Requests/StorePortfolioRequest.php
+++ b/app/Http/Requests/PortfolioRequest.php
@@ -4,7 +4,7 @@ namespace App\Http\Requests;
 
 use Illuminate\Foundation\Http\FormRequest;
 
-class StorePortfolioRequest extends FormRequest
+class PortfolioRequest extends FormRequest
 {
 
     /**
@@ -14,10 +14,17 @@ class StorePortfolioRequest extends FormRequest
      */
     public function rules(): array
     {
-        return [
-            'title' => ['required', 'string', 'max:255'],
+
+        $rules = [
+            'title' => ['required', 'string', 'min:5', 'max:255'],
             'notes' => ['sometimes', 'nullable', 'string'],
             'wishlist' => ['sometimes', 'nullable', 'boolean'],
         ];
+
+        if (!is_null($this->portfolio)) {
+            $rules['title'][0] = 'sometimes';
+        } 
+
+        return $rules;
     }
 }
diff --git a/app/Http/Requests/UpdatePortfolioRequest.php b/app/Http/Requests/TransactionRequest.php
similarity index 63%
rename from app/Http/Requests/UpdatePortfolioRequest.php
rename to app/Http/Requests/TransactionRequest.php
index 6840a5a..2d7d43c 100644
--- a/app/Http/Requests/UpdatePortfolioRequest.php
+++ b/app/Http/Requests/TransactionRequest.php
@@ -4,7 +4,7 @@ namespace App\Http\Requests;
 
 use Illuminate\Foundation\Http\FormRequest;
 
-class UpdatePortfolioRequest extends FormRequest
+class TransactionRequest extends FormRequest
 {
 
     /**
@@ -14,10 +14,17 @@ class UpdatePortfolioRequest extends FormRequest
      */
     public function rules(): array
     {
-        return [
-            'title' => ['sometimes', 'string', 'max:255'],
+
+        $rules = [
+            'title' => ['required', 'string', 'min:5', 'max:255'],
             'notes' => ['sometimes', 'nullable', 'string'],
             'wishlist' => ['sometimes', 'nullable', 'boolean'],
         ];
+
+        if (!is_null($this->portfolio)) {
+            $rules['title'][0] = 'sometimes';
+        } 
+
+        return $rules;
     }
 }
diff --git a/composer.lock b/composer.lock
index c7d511f..053e659 100644
--- a/composer.lock
+++ b/composer.lock
@@ -4,7 +4,7 @@
         "Read more about it at https://getcomposer.org/doc/01-basic-usage.md#installing-dependencies",
         "This file is @generated automatically"
     ],
-    "content-hash": "e8ee89ca51e5e67c7c812a39455132da",
+    "content-hash": "7b8a88dbb7545ee8284282a6dda2ab3f",
     "packages": [
         {
             "name": "aws/aws-crt-php",
@@ -491,6 +491,85 @@
             ],
             "time": "2024-02-09T16:56:22+00:00"
         },
+        {
+            "name": "composer/pcre",
+            "version": "3.3.2",
+            "source": {
+                "type": "git",
+                "url": "https://github.com/composer/pcre.git",
+                "reference": "b2bed4734f0cc156ee1fe9c0da2550420d99a21e"
+            },
+            "dist": {
+                "type": "zip",
+                "url": "https://api.github.com/repos/composer/pcre/zipball/b2bed4734f0cc156ee1fe9c0da2550420d99a21e",
+                "reference": "b2bed4734f0cc156ee1fe9c0da2550420d99a21e",
+                "shasum": ""
+            },
+            "require": {
+                "php": "^7.4 || ^8.0"
+            },
+            "conflict": {
+                "phpstan/phpstan": "<1.11.10"
+            },
+            "require-dev": {
+                "phpstan/phpstan": "^1.12 || ^2",
+                "phpstan/phpstan-strict-rules": "^1 || ^2",
+                "phpunit/phpunit": "^8 || ^9"
+            },
+            "type": "library",
+            "extra": {
+                "phpstan": {
+                    "includes": [
+                        "extension.neon"
+                    ]
+                },
+                "branch-alias": {
+                    "dev-main": "3.x-dev"
+                }
+            },
+            "autoload": {
+                "psr-4": {
+                    "Composer\\Pcre\\": "src"
+                }
+            },
+            "notification-url": "https://packagist.org/downloads/",
+            "license": [
+                "MIT"
+            ],
+            "authors": [
+                {
+                    "name": "Jordi Boggiano",
+                    "email": "j.boggiano@seld.be",
+                    "homepage": "http://seld.be"
+                }
+            ],
+            "description": "PCRE wrapping library that offers type-safe preg_* replacements.",
+            "keywords": [
+                "PCRE",
+                "preg",
+                "regex",
+                "regular expression"
+            ],
+            "support": {
+                "issues": "https://github.com/composer/pcre/issues",
+                "source": "https://github.com/composer/pcre/tree/3.3.2"
+            },
+            "funding": [
+                {
+                    "url": "https://packagist.com",
+                    "type": "custom"
+                },
+                {
+                    "url": "https://github.com/composer",
+                    "type": "github"
+                },
+                {
+                    "url": "https://tidelift.com/funding/github/packagist/composer/composer",
+                    "type": "tidelift"
+                }
+            ],
+            "time": "2024-11-12T16:29:46+00:00"
+        },
         {
             "name": "composer/semver",
             "version": "3.4.3",
@@ -1063,7 +1142,7 @@
             "version": "dev-master",
             "source": {
                 "type": "git",
-                "url": "https://github.com/investbrainapp/finnhub-php.git",
+                "url": "https://github.com/investbrainapp/finnhub-php",
                 "reference": "1f1b35a0c0a6a68f9a791e3ac5cdb6f44ff69d80"
             },
             "dist": {
@@ -1115,9 +1194,6 @@
                 "rest",
                 "sdk"
             ],
-            "support": {
-                "source": "https://github.com/investbrainapp/finnhub-php/tree/master"
-            },
             "time": "2024-09-13T01:29:18+00:00"
         },
         {
@@ -1732,12 +1808,12 @@
             "version": "dev-main",
             "source": {
                 "type": "git",
-                "url": "https://github.com/hackerESQ/filter-models.git",
+                "url": "https://github.com/hackeresq/filter-models",
                 "reference": "565537120ea01bd73f49051ecde90d05e4127c6b"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/hackerESQ/filter-models/zipball/565537120ea01bd73f49051ecde90d05e4127c6b",
+                "url": "https://api.github.com/repos/hackeresq/filter-models/zipball/565537120ea01bd73f49051ecde90d05e4127c6b",
                 "reference": "565537120ea01bd73f49051ecde90d05e4127c6b",
                 "shasum": ""
             },
@@ -1760,10 +1836,6 @@
                 }
             },
             "description": "Simple package to filter your Laravel models with query parameters",
-            "support": {
-                "source": "https://github.com/hackerESQ/filter-models/tree/main",
-                "issues": "https://github.com/hackerESQ/filter-models/issues"
-            },
             "time": "2025-01-25T04:44:58+00:00"
         },
         {
@@ -4745,19 +4817,20 @@
         },
         {
             "name": "phpoffice/phpspreadsheet",
-            "version": "1.29.8",
+            "version": "1.29.9",
             "source": {
                 "type": "git",
                 "url": "https://github.com/PHPOffice/PhpSpreadsheet.git",
-                "reference": "089ffdfc04b5fcf25a3503d81a4e589f247e20e3"
+                "reference": "ffb47b639649fc9c8a6fa67977a27b756592ed85"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/PHPOffice/PhpSpreadsheet/zipball/089ffdfc04b5fcf25a3503d81a4e589f247e20e3",
-                "reference": "089ffdfc04b5fcf25a3503d81a4e589f247e20e3",
+                "url": "https://api.github.com/repos/PHPOffice/PhpSpreadsheet/zipball/ffb47b639649fc9c8a6fa67977a27b756592ed85",
+                "reference": "ffb47b639649fc9c8a6fa67977a27b756592ed85",
                 "shasum": ""
             },
             "require": {
+                "composer/pcre": "^3.3",
                 "ext-ctype": "*",
                 "ext-dom": "*",
                 "ext-fileinfo": "*",
@@ -4844,9 +4917,9 @@
             ],
             "support": {
                 "issues": "https://github.com/PHPOffice/PhpSpreadsheet/issues",
-                "source": "https://github.com/PHPOffice/PhpSpreadsheet/tree/1.29.8"
+                "source": "https://github.com/PHPOffice/PhpSpreadsheet/tree/1.29.9"
             },
-            "time": "2025-01-12T03:16:27+00:00"
+            "time": "2025-01-26T04:55:00+00:00"
         },
         {
             "name": "phpoption/phpoption",
@@ -8866,16 +8939,16 @@
         },
         {
             "name": "filp/whoops",
-            "version": "2.16.0",
+            "version": "2.17.0",
             "source": {
                 "type": "git",
                 "url": "https://github.com/filp/whoops.git",
-                "reference": "befcdc0e5dce67252aa6322d82424be928214fa2"
+                "reference": "075bc0c26631110584175de6523ab3f1652eb28e"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/filp/whoops/zipball/befcdc0e5dce67252aa6322d82424be928214fa2",
-                "reference": "befcdc0e5dce67252aa6322d82424be928214fa2",
+                "url": "https://api.github.com/repos/filp/whoops/zipball/075bc0c26631110584175de6523ab3f1652eb28e",
+                "reference": "075bc0c26631110584175de6523ab3f1652eb28e",
                 "shasum": ""
             },
             "require": {
@@ -8925,7 +8998,7 @@
             ],
             "support": {
                 "issues": "https://github.com/filp/whoops/issues",
-                "source": "https://github.com/filp/whoops/tree/2.16.0"
+                "source": "https://github.com/filp/whoops/tree/2.17.0"
             },
             "funding": [
                 {
@@ -8933,7 +9006,7 @@
                     "type": "github"
                 }
             ],
-            "time": "2024-09-25T12:00:00+00:00"
+            "time": "2025-01-25T12:00:00+00:00"
         },
         {
             "name": "hamcrest/hamcrest-php",
diff --git a/storage/app/.gitignore b/storage/app/.gitignore
index 5d91b1f..8f4803c 100644
--- a/storage/app/.gitignore
+++ b/storage/app/.gitignore
@@ -1,4 +1,3 @@
 *
 !public/
 !.gitignore
-!market_data_seed.csv

From 32bf256c84372155e87e102cca28e9f6f2aa659b Mon Sep 17 00:00:00 2001
From: hackerESQ <corey@coreyvarma.com>
Date: Mon, 27 Jan 2025 16:47:25 -0600
Subject: [PATCH 10/12] chore: update deps

---
 composer.lock | 31 ++++++++++++++++---------------
 1 file changed, 16 insertions(+), 15 deletions(-)

diff --git a/composer.lock b/composer.lock
index 053e659..4067694 100644
--- a/composer.lock
+++ b/composer.lock
@@ -62,16 +62,16 @@
         },
         {
             "name": "aws/aws-sdk-php",
-            "version": "3.338.2",
+            "version": "3.339.0",
             "source": {
                 "type": "git",
                 "url": "https://github.com/aws/aws-sdk-php.git",
-                "reference": "7a52364e053d74363f9976dfb4473bace5b7790e"
+                "reference": "41bcd4a555649d276c8fbc0bc1738e59fda2221d"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/aws/aws-sdk-php/zipball/7a52364e053d74363f9976dfb4473bace5b7790e",
-                "reference": "7a52364e053d74363f9976dfb4473bace5b7790e",
+                "url": "https://api.github.com/repos/aws/aws-sdk-php/zipball/41bcd4a555649d276c8fbc0bc1738e59fda2221d",
+                "reference": "41bcd4a555649d276c8fbc0bc1738e59fda2221d",
                 "shasum": ""
             },
             "require": {
@@ -154,9 +154,9 @@
             "support": {
                 "forum": "https://github.com/aws/aws-sdk-php/discussions",
                 "issues": "https://github.com/aws/aws-sdk-php/issues",
-                "source": "https://github.com/aws/aws-sdk-php/tree/3.338.2"
+                "source": "https://github.com/aws/aws-sdk-php/tree/3.339.0"
             },
-            "time": "2025-01-24T19:09:22+00:00"
+            "time": "2025-01-27T19:25:50+00:00"
         },
         {
             "name": "bacon/bacon-qr-code",
@@ -3657,31 +3657,32 @@
         },
         {
             "name": "maennchen/zipstream-php",
-            "version": "3.1.1",
+            "version": "3.1.2",
             "source": {
                 "type": "git",
                 "url": "https://github.com/maennchen/ZipStream-PHP.git",
-                "reference": "6187e9cc4493da94b9b63eb2315821552015fca9"
+                "reference": "aeadcf5c412332eb426c0f9b4485f6accba2a99f"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/maennchen/ZipStream-PHP/zipball/6187e9cc4493da94b9b63eb2315821552015fca9",
-                "reference": "6187e9cc4493da94b9b63eb2315821552015fca9",
+                "url": "https://api.github.com/repos/maennchen/ZipStream-PHP/zipball/aeadcf5c412332eb426c0f9b4485f6accba2a99f",
+                "reference": "aeadcf5c412332eb426c0f9b4485f6accba2a99f",
                 "shasum": ""
             },
             "require": {
                 "ext-mbstring": "*",
                 "ext-zlib": "*",
-                "php-64bit": "^8.1"
+                "php-64bit": "^8.2"
             },
             "require-dev": {
+                "brianium/paratest": "^7.7",
                 "ext-zip": "*",
                 "friendsofphp/php-cs-fixer": "^3.16",
                 "guzzlehttp/guzzle": "^7.5",
                 "mikey179/vfsstream": "^1.6",
                 "php-coveralls/php-coveralls": "^2.5",
-                "phpunit/phpunit": "^10.0",
-                "vimeo/psalm": "^5.0"
+                "phpunit/phpunit": "^11.0",
+                "vimeo/psalm": "^6.0"
             },
             "suggest": {
                 "guzzlehttp/psr7": "^2.4",
@@ -3722,7 +3723,7 @@
             ],
             "support": {
                 "issues": "https://github.com/maennchen/ZipStream-PHP/issues",
-                "source": "https://github.com/maennchen/ZipStream-PHP/tree/3.1.1"
+                "source": "https://github.com/maennchen/ZipStream-PHP/tree/3.1.2"
             },
             "funding": [
                 {
@@ -3730,7 +3731,7 @@
                     "type": "github"
                 }
             ],
-            "time": "2024-10-10T12:33:01+00:00"
+            "time": "2025-01-27T12:07:53+00:00"
         },
         {
             "name": "markbaker/complex",

From ea22c27710cc51c1e39c855fcd53f8dae7e6c69b Mon Sep 17 00:00:00 2001
From: hackerESQ <corey@coreyvarma.com>
Date: Mon, 27 Jan 2025 20:04:03 -0600
Subject: [PATCH 11/12] wip

---
 app/Http/ApiControllers/HoldingController.php |  13 ++
 .../ApiControllers/TransactionController.php  |  10 +-
 app/Http/Requests/FormRequest.php             |  14 ++
 app/Http/Requests/PortfolioRequest.php        |   2 +-
 app/Http/Requests/TransactionRequest.php      |  47 +++-
 app/Models/Portfolio.php                      |  43 ++++
 app/Rules/QuantityValidationRule.php          |  13 +-
 database/factories/PortfolioFactory.php       |   2 +-
 .../livewire/share-portfolio-form.blade.php   |  22 +-
 routes/api.php                                |  10 +-
 tests/Api/PortfoliosTest.php                  | 202 ++++++++++++++++++
 tests/Api/TransactionsTest.php                | 200 +++++++++++++++++
 tests/ApiTokenPermissionsTest.php             |  72 +++----
 13 files changed, 569 insertions(+), 81 deletions(-)
 create mode 100644 app/Http/Requests/FormRequest.php
 create mode 100644 tests/Api/PortfoliosTest.php
 create mode 100644 tests/Api/TransactionsTest.php

diff --git a/app/Http/ApiControllers/HoldingController.php b/app/Http/ApiControllers/HoldingController.php
index 15330f0..ee345df 100644
--- a/app/Http/ApiControllers/HoldingController.php
+++ b/app/Http/ApiControllers/HoldingController.php
@@ -3,6 +3,7 @@
 namespace App\Http\ApiControllers;
 
 use App\Models\Holding;
+use App\Models\Portfolio;
 use Illuminate\Http\Request;
 use App\Http\Resources\HoldingResource;
 use HackerEsq\FilterModels\FilterModels;
@@ -20,4 +21,16 @@ class HoldingController extends ApiController
 
         return HoldingResource::collection($filters->paginated());
     }
+
+    public function show(Portfolio $portfolio, string $symbol)
+    {
+
+        //
+    }
+
+    public function put(FilterModels $filters)
+    {
+
+        //
+    }
 }
\ No newline at end of file
diff --git a/app/Http/ApiControllers/TransactionController.php b/app/Http/ApiControllers/TransactionController.php
index 3441df0..64924bb 100644
--- a/app/Http/ApiControllers/TransactionController.php
+++ b/app/Http/ApiControllers/TransactionController.php
@@ -23,7 +23,9 @@ class TransactionController extends ApiController
     }
 
     public function store(TransactionRequest $request)
-    {
+    {   
+        Gate::authorize('fullAccess', $request->portfolio);
+
         $transaction = Transaction::create($request->validated());
         
         return TransactionResource::make($transaction);
@@ -31,14 +33,14 @@ class TransactionController extends ApiController
 
     public function show(Transaction $transaction)
     {
-        Gate::authorize('readOnly', $transaction);
+        Gate::authorize('readOnly', $transaction->portfolio);
 
         return TransactionResource::make($transaction);
     }
 
     public function update(TransactionRequest $request, Transaction $transaction)
     {
-        Gate::authorize('fullAccess', $transaction);
+        Gate::authorize('fullAccess', $transaction->portfolio);
 
         $transaction->update($request->validated());
 
@@ -47,7 +49,7 @@ class TransactionController extends ApiController
 
     public function destroy(Transaction $transaction)
     {
-        Gate::authorize('fullAccess', $transaction);
+        Gate::authorize('fullAccess', $transaction->portfolio);
 
         $transaction->delete();
 
diff --git a/app/Http/Requests/FormRequest.php b/app/Http/Requests/FormRequest.php
new file mode 100644
index 0000000..d0f8334
--- /dev/null
+++ b/app/Http/Requests/FormRequest.php
@@ -0,0 +1,14 @@
+<?php
+
+namespace App\Http\Requests;
+
+use Illuminate\Foundation\Http\FormRequest as BaseFormRequest;
+
+class FormRequest extends BaseFormRequest
+{
+
+    public function requestOrModelValue($key, $model): mixed
+    {
+        return $this->request->get($key) ?? $this->{$model}?->{$key};
+    } 
+}
\ No newline at end of file
diff --git a/app/Http/Requests/PortfolioRequest.php b/app/Http/Requests/PortfolioRequest.php
index 772c6b2..ab94472 100644
--- a/app/Http/Requests/PortfolioRequest.php
+++ b/app/Http/Requests/PortfolioRequest.php
@@ -2,7 +2,7 @@
 
 namespace App\Http\Requests;
 
-use Illuminate\Foundation\Http\FormRequest;
+use App\Http\Requests\FormRequest;
 
 class PortfolioRequest extends FormRequest
 {
diff --git a/app/Http/Requests/TransactionRequest.php b/app/Http/Requests/TransactionRequest.php
index 2d7d43c..c0412d3 100644
--- a/app/Http/Requests/TransactionRequest.php
+++ b/app/Http/Requests/TransactionRequest.php
@@ -2,11 +2,16 @@
 
 namespace App\Http\Requests;
 
-use Illuminate\Foundation\Http\FormRequest;
+use App\Models\Portfolio;
+use App\Http\Requests\FormRequest;
+use App\Rules\SymbolValidationRule;
+use App\Rules\QuantityValidationRule;
 
 class TransactionRequest extends FormRequest
 {
 
+    public ?Portfolio $portfolio;
+
     /**
      * Get the validation rules that apply to the request.
      *
@@ -14,15 +19,45 @@ class TransactionRequest extends FormRequest
      */
     public function rules(): array
     {
+        $this->portfolio = Portfolio::findOrFail($this->requestOrModelValue('portfolio_id', 'transaction'));
 
         $rules = [
-            'title' => ['required', 'string', 'min:5', 'max:255'],
-            'notes' => ['sometimes', 'nullable', 'string'],
-            'wishlist' => ['sometimes', 'nullable', 'boolean'],
+            'portfolio_id' => [], // validated by findOrFail() above
+            'symbol' => ['required', 'string', new SymbolValidationRule],
+            'transaction_type' => ['required', 'string', 'in:BUY,SELL'],
+            'date' => ['required', 'date_format:Y-m-d', 'before_or_equal:' . now()->format('Y-m-d')],
+            'quantity' => [
+                'required', 
+                'numeric', 
+                'min:0', 
+                new QuantityValidationRule(
+                    $this->portfolio,
+                    $this->requestOrModelValue('symbol', 'transaction'),
+                    $this->requestOrModelValue('transaction_type', 'transaction'),
+                    $this->requestOrModelValue('date', 'transaction')
+                )
+            ],
+            'cost_basis' => ['exclude_if:transaction_type,SELL', 'min:0', 'numeric'],
+            'sale_price' => ['exclude_if:transaction_type,BUY', 'min:0', 'numeric'],
         ];
 
-        if (!is_null($this->portfolio)) {
-            $rules['title'][0] = 'sometimes';
+        if (!is_null($this->transaction)) {
+            $rules['symbol'][0] = 'sometimes';
+            $rules['transaction_type'][0] = 'sometimes';
+            $rules['date'][0] = 'sometimes';
+            $rules['quantity'][0] = 'sometimes';
+
+            if (
+                $this->requestOrModelValue('transaction_type', 'transaction') == 'SELL'
+                && $this->requestOrModelValue('sale_price', 'transaction') == null
+            ) {
+                $rules['sale_price'][0] = 'required';
+            } elseif (
+                $this->requestOrModelValue('transaction_type', 'transaction') == 'BUY'
+                && $this->requestOrModelValue('cost_basis', 'transaction') == null
+            ) {
+                $rules['cost_basis'][0] = 'required';
+            }
         } 
 
         return $rules;
diff --git a/app/Models/Portfolio.php b/app/Models/Portfolio.php
index 0660745..2195fdf 100644
--- a/app/Models/Portfolio.php
+++ b/app/Models/Portfolio.php
@@ -5,11 +5,13 @@ namespace App\Models;
 use App\Models\AiChat;
 use Carbon\CarbonPeriod;
 use Illuminate\Support\Arr;
+use Illuminate\Support\Str;
 use Illuminate\Support\Carbon;
 use Illuminate\Support\Facades\DB;
 use Illuminate\Database\Eloquent\Model;
 use App\Interfaces\MarketData\MarketDataInterface;
 use Illuminate\Database\Eloquent\Concerns\HasUuids;
+use App\Notifications\InvitedOnboardingNotification;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 
 class Portfolio extends Model
@@ -129,6 +131,7 @@ class Portfolio extends Model
 
             // save
             $portfolio->users()->sync($owner);
+            static::$owner_id = null;
         }
     }
 
@@ -253,4 +256,44 @@ class Portfolio extends Model
         }
         return $formattedHoldings;
     }
+
+    /**
+     * Share a portfolio with a user
+     *
+     * @param string $email
+     * @param boolean $fullAccess
+     * @return void
+     */
+    public function share(string $email, bool $fullAccess = false): void
+    {
+        $user = User::firstOrCreate([
+            'email' => $email
+        ], [
+            'name' => Str::title(Str::before($email, '@'))
+        ]);
+
+        $permissions[$user->id] = [
+            'full_access' => $fullAccess
+        ];
+
+        $sync = $this->users()->syncWithoutDetaching($permissions);
+
+        if (!empty($sync['attached'])) {
+
+            foreach($sync['attached'] as $newUserId) {
+                User::find($newUserId)->notify(new InvitedOnboardingNotification($this, auth()->user()));
+            };
+        }
+    }
+
+    /**
+     * Un-share a portfolio
+     *
+     * @param string $userId
+     * @return void
+     */
+    public function unShare(string $userId): void
+    {
+        $this->users()->detach($userId);
+    }
 }
diff --git a/app/Rules/QuantityValidationRule.php b/app/Rules/QuantityValidationRule.php
index 0dea105..74027bc 100644
--- a/app/Rules/QuantityValidationRule.php
+++ b/app/Rules/QuantityValidationRule.php
@@ -13,10 +13,10 @@ class QuantityValidationRule implements ValidationRule
      * @return void
      */
     public function __construct(
-        protected Portfolio $portfolio, 
-        protected string $symbol, 
-        protected string $transactionType,
-        protected string $date
+        protected ?Portfolio $portfolio, 
+        protected ?string $symbol, 
+        protected ?string $transactionType,
+        protected ?string $date
     ) {
         $this->portfolio = $portfolio;
         $this->symbol = $symbol; 
@@ -34,6 +34,11 @@ class QuantityValidationRule implements ValidationRule
      */
     public function validate(string $attribute, mixed $value, \Closure $fail): void
     {
+        if (is_null($this->portfolio) || is_null($this->symbol) || is_null($this->transactionType) || is_null($this->date)) {
+            //
+            $fail(__('The quantity must not be greater than the available quantity.'));
+        }
+
         if ($this->transactionType == 'SELL') {
 
             $purchase_qty = $this->portfolio->transactions()
diff --git a/database/factories/PortfolioFactory.php b/database/factories/PortfolioFactory.php
index 85ac7bd..175631d 100644
--- a/database/factories/PortfolioFactory.php
+++ b/database/factories/PortfolioFactory.php
@@ -17,7 +17,7 @@ class PortfolioFactory extends Factory
     public function definition(): array
     {
         return [
-            'title' => $this->faker->word,
+            'title' => $this->faker->words(4, true),
             'created_at' => now(),
             'updated_at' => now(),
         ];
diff --git a/resources/views/livewire/share-portfolio-form.blade.php b/resources/views/livewire/share-portfolio-form.blade.php
index f80b021..6f2a55c 100644
--- a/resources/views/livewire/share-portfolio-form.blade.php
+++ b/resources/views/livewire/share-portfolio-form.blade.php
@@ -7,7 +7,6 @@ use Livewire\Attributes\Rule;
 use Livewire\Volt\Component;
 use Illuminate\Support\Collection;
 use Mary\Traits\Toast;
-use App\Notifications\InvitedOnboardingNotification;
 
 new class extends Component {
 
@@ -75,7 +74,7 @@ new class extends Component {
         
         unset($this->permissions[$userId]);
 
-        $this->portfolio->users()->sync($this->permissions);
+        $this->portfolio->unShare($userId);
 
         $this->portfolio->refresh();
 
@@ -92,24 +91,7 @@ new class extends Component {
 
         $this->validate();
 
-        $user = User::firstOrCreate([
-            'email' => $this->emailAddress
-        ], [
-            'name' => Str::title(Str::before($this->emailAddress, '@'))
-        ]);
-
-        $this->permissions[$user->id] = [
-            'full_access' => $this->fullAccess
-        ];
-
-        $sync = $this->portfolio->users()->sync($this->permissions);
-
-        if (!empty($sync['attached'])) {
-
-            foreach($sync['attached'] as $newUserId) {
-                User::find($newUserId)->notify(new InvitedOnboardingNotification($this->portfolio, auth()->user()));
-            };
-        }
+        $this->portfolio->share($this->emailAddress, $this->fullAccess);
 
         $this->success(__('Shared portfolio with user'));
         $this->portfolio->refresh();
diff --git a/routes/api.php b/routes/api.php
index 6249abb..949c05b 100644
--- a/routes/api.php
+++ b/routes/api.php
@@ -7,20 +7,20 @@ use App\Http\ApiControllers\PortfolioController;
 use App\Http\ApiControllers\MarketDataController;
 use App\Http\ApiControllers\TransactionController;
 
-Route::middleware(['auth:sanctum'])->group(function () {
+Route::middleware(['auth:sanctum'])->name('api.')->group(function () {
 
     // user
-    Route::get('/me', [UserController::class, 'me']);
+    Route::get('/me', [UserController::class, 'me'])->name('me');
 
     // portfolio
     Route::apiResource('/portfolio', PortfolioController::class);
 
     // transaction
-    Route::get('/transaction', [TransactionController::class, 'index']);
+    Route::apiResource('/transaction', TransactionController::class);
 
     // holding
-    Route::get('/holding', [HoldingController::class, 'index']);
+    Route::get('/holding', [HoldingController::class, 'index'])->name('holding.index');
 
     // market data
-    Route::get('/market-data/{symbol}', [MarketDataController::class, 'show']);
+    Route::get('/market-data/{symbol}', [MarketDataController::class, 'show'])->name('market-data.show');
 });
\ No newline at end of file
diff --git a/tests/Api/PortfoliosTest.php b/tests/Api/PortfoliosTest.php
new file mode 100644
index 0000000..44dfd5b
--- /dev/null
+++ b/tests/Api/PortfoliosTest.php
@@ -0,0 +1,202 @@
+<?php
+
+namespace Tests\Api;
+
+use Tests\TestCase;
+use App\Models\User;
+use App\Models\Portfolio;
+use Illuminate\Foundation\Testing\RefreshDatabase;
+
+class PortfoliosTest extends TestCase
+{
+    use RefreshDatabase;
+
+    protected User $user;
+    protected Portfolio $portfolio;
+
+    protected function setUp(): void
+    {
+        parent::setUp();
+
+        // make user
+        $this->user = User::factory()->create();
+    }
+
+    public function test_can_list_own_portfolios_with_pagination()
+    {
+        $this->actingAs($this->user);
+
+        Portfolio::factory(10)->create();
+        
+        $this->actingAs($this->user)
+            ->getJson(route('api.portfolio.index', ['page' => 1, 'itemsPerPage' => 5]))
+            ->assertOk()
+            ->assertJsonStructure([
+                'data' => [['id', 'title', 'owner', 'holdings', 'transactions']],
+                'meta' => ['current_page', 'last_page', 'total'],
+                'links' => ['first', 'last', 'prev', 'next']
+            ]);
+    }
+
+    public function test_cannot_list_others_portfolios()
+    {
+        // create portfolios with existing user
+        $this->actingAs($this->user);
+        Portfolio::factory(10)->create();
+        
+        // Create a new user
+        $this->actingAs($user = User::factory()->create());
+        Portfolio::factory(1)->create();
+        $this->actingAs($user)
+            ->getJson(route('api.portfolio.index', ['page' => 1, 'itemsPerPage' => 5]))
+            ->assertOk()
+            ->assertJsonCount(1, 'data');
+    }
+
+    public function test_cannot_access_portfolios_when_unauthenticated()
+    {
+        $this->getJson(route('api.portfolio.index'))->assertUnauthorized();
+    }
+
+    public function test_can_create_a_portfolio()
+    {
+        $data = Portfolio::factory()->make()->toArray();
+        
+        $this->actingAs($this->user)
+            ->postJson(route('api.portfolio.store'), $data)
+            ->assertCreated()
+            ->assertJsonStructure(['id', 'title', 'owner']);
+        
+        $this->assertDatabaseHas('portfolios', ['title' => $data['title']]);
+    }
+
+    public function test_cannot_create_portfolio_without_required_fields()
+    {
+        $this->actingAs($this->user)
+            ->postJson(route('api.portfolio.store'), [])
+            ->assertUnprocessable()
+            ->assertJsonValidationErrors(['title']);
+    }
+
+    public function test_can_show_a_portfolio()
+    {
+        $this->actingAs($this->user);
+        $portfolio = Portfolio::factory()->create();
+
+        $this->actingAs($this->user)
+            ->getJson(route('api.portfolio.show', $portfolio))
+            ->assertOk()
+            ->assertJsonStructure(['id', 'title', 'owner']);
+    }
+
+    public function test_cannot_show_nonexistent_portfolio()
+    {
+        $this->actingAs($this->user)
+            ->getJson(route('api.portfolio.show', ['portfolio' => 999]))
+            ->assertNotFound();
+    }
+
+    public function test_can_update_a_portfolio()
+    {
+        $updatedData = ['title' => 'Updated Portfolio Title'];
+
+        $this->actingAs($this->user);
+        $portfolio = Portfolio::factory()->create();
+        
+        $this->actingAs($this->user)
+            ->putJson(route('api.portfolio.update', $portfolio), $updatedData)
+            ->assertOk()
+            ->assertJson($updatedData);
+        
+        $this->assertDatabaseHas('portfolios', $updatedData);
+    }
+
+    public function test_shared_user_can_update_portfolio()
+    {
+        // create portfolio
+        $this->actingAs($this->user);
+        $portfolio = Portfolio::factory()->create();
+
+        // share it
+        $otherUser = User::factory()->create();
+        $portfolio->share($otherUser->email, true);
+
+        // shared user tries to update it
+        $this->actingAs($otherUser)
+            ->putJson(route('api.portfolio.update', $portfolio), ['title' => 'A brand new updated title'])
+            ->assertOk()
+            ->assertJsonFragment([
+                'title' => 'A brand new updated title'
+            ]);
+    }
+
+    public function test_removed_user_cannot_update_portfolio()
+    {
+        // create portfolio
+        $this->actingAs($this->user);
+        $portfolio = Portfolio::factory()->create();
+
+        // share it
+        $otherUser = User::factory()->create();
+        $portfolio->share($otherUser->email, true);
+
+        // unshare it
+        $otherUser = User::factory()->create();
+        $portfolio->unShare($otherUser->id);
+
+        // shared user tries to update it
+        $this->actingAs($otherUser)
+            ->putJson(route('api.portfolio.update', $portfolio), ['Title' => 'A brand new updated title'])
+            ->assertForbidden();
+    }
+
+    public function test_read_only_user_cannot_update_portfolio()
+    {
+        // create portfolio
+        $this->actingAs($this->user);
+        $portfolio = Portfolio::factory()->create();
+
+        // share it
+        $otherUser = User::factory()->create();
+        $portfolio->share($otherUser->email, false);
+
+        // shared user tries to update it
+        $this->actingAs($otherUser)
+            ->putJson(route('api.portfolio.update', $portfolio), ['Title' => 'A brand new updated title'])
+            ->assertForbidden();
+    }
+
+    public function test_cannot_update_portfolio_without_permission()
+    {
+        $this->actingAs($this->user);
+        $portfolio = Portfolio::factory()->create();
+
+        $otherUser = User::factory()->create();
+        $this->actingAs($otherUser)
+            ->putJson(route('api.portfolio.update', $portfolio), ['title' => 'New Title'])
+            ->assertForbidden();
+    }
+
+    public function test_can_delete_a_portfolio()
+    {
+        $this->actingAs($this->user);
+        $portfolio = Portfolio::factory()->create();
+
+        $this->actingAs($this->user)
+            ->deleteJson(route('api.portfolio.destroy', $portfolio))
+            ->assertNoContent();
+        
+        $this->assertDatabaseMissing('portfolios', ['id' => $portfolio->id]);
+    }
+
+    public function test_cannot_delete_portfolio_without_permission()
+    {
+        $this->actingAs($this->user);
+        $portfolio = Portfolio::factory()->create();
+
+        $otherUser = User::factory()->create();
+        $this->actingAs($otherUser)
+            ->deleteJson(route('api.portfolio.destroy', $portfolio))
+            ->assertForbidden();
+    }
+}
\ No newline at end of file
diff --git a/tests/Api/TransactionsTest.php b/tests/Api/TransactionsTest.php
new file mode 100644
index 0000000..c0cfbba
--- /dev/null
+++ b/tests/Api/TransactionsTest.php
@@ -0,0 +1,200 @@
+<?php
+
+namespace Tests\Api;
+
+use Tests\TestCase;
+use App\Models\User;
+use App\Models\Portfolio;
+use App\Models\Transaction;
+use Illuminate\Foundation\Testing\RefreshDatabase;
+
+class TransactionsTest extends TestCase
+{
+    use RefreshDatabase;
+
+    protected User $user;
+    protected Portfolio $portfolio;
+
+    protected function setUp(): void
+    {
+        parent::setUp();
+
+        // make user
+        $this->user = User::factory()->create();
+        
+        // make portfolio
+        $this->portfolio = Portfolio::factory()->makeOne();
+        $this->portfolio->setOwnerIdAttribute($this->user->id);
+        $this->portfolio->save();
+    }
+
+    public function test_can_list_transactions()
+    {
+        $this->actingAs($this->user);
+
+        Transaction::factory(10)->create();
+        
+        $this->actingAs($this->user)
+            ->getJson(route('api.transaction.index', ['page' => 1, 'itemsPerPage' => 5]))
+            ->assertOk()
+            ->assertJsonStructure([
+                'data' => [['id', 'symbol', 'transaction_type', 'portfolio_id', 'date']],
+                'meta' => ['current_page', 'last_page', 'total'],
+                'links' => ['first', 'last', 'prev', 'next']
+            ]);
+    }
+
+    public function test_cannot_list_others_transactions()
+    {
+        // create transactions with existing user
+        $this->actingAs($this->user);
+        Transaction::factory(10)->create();
+        
+        // Create a new user
+        $this->actingAs($user = User::factory()->create());
+        Transaction::factory(1)->create();
+        $this->actingAs($user)
+            ->getJson(route('api.transaction.index', ['page' => 1, 'itemsPerPage' => 5]))
+            ->assertOk()
+            ->assertJsonCount(1, 'data');
+    }
+
+    public function test_cannot_access_transactions_when_unauthenticated()
+    {
+        $this->getJson(route('api.transaction.index'))->assertUnauthorized();
+    }
+
+    public function test_can_create_transaction()
+    {
+        $this->actingAs($this->user);
+
+        $data = [
+            'symbol' => 'AAPL',
+            'portfolio_id' => $this->portfolio->id,
+            'transaction_type' => 'BUY',
+            'quantity' => 10,
+            'date' => now()->toDateString(),
+            'cost_basis' => 150,
+        ];
+
+        $this->postJson(route('api.transaction.store'), $data)
+            ->assertCreated()
+            ->assertJsonStructure([
+                'id',
+                'symbol',
+                'portfolio_id',
+                'transaction_type',
+                'quantity',
+                'date',
+                'cost_basis',
+                'sale_price'
+            ]);
+    }
+
+    public function test_cannot_create_transaction_without_required_fields()
+    {
+        $this->actingAs($this->user)
+            ->postJson(route('api.transaction.store'), [
+                'portfolio_id' => $this->portfolio->id,
+                'symbol' => null
+            ])
+            ->assertUnprocessable()
+            ->assertJsonValidationErrors(['symbol']);
+    }
+
+    public function test_can_show_a_transaction()
+    {
+        $this->actingAs($this->user);
+
+        $transaction = Transaction::factory()->create();
+
+        $this->getJson(route('api.transaction.show', $transaction))
+            ->assertOk()
+            ->assertJsonFragment([
+                'id' => $transaction->id,
+            ]);
+    }
+
+    public function test_cannot_show_nonexistent_transactions()
+    {
+        $this->actingAs($this->user)
+            ->getJson(route('api.transaction.show', ['transaction' => 999]))
+            ->assertNotFound();
+    }
+
+    public function test_can_update_a_transaction()
+    {
+        $this->actingAs($this->user);
+
+        $transaction = Transaction::factory()->create();
+
+        $data = [
+            'symbol' => 'ZZZ',
+            'transaction_type' => 'BUY',
+            'cost_basis' => 200.19,
+            'quantity' => 5
+        ];
+
+        $this->actingAs($this->user)
+            ->putJson(route('api.transaction.update', $transaction), $data)
+            ->assertOk()
+            ->assertJsonFragment([
+                'symbol' => 'ZZZ',
+                'transaction_type' => 'BUY',
+                'cost_basis' => 200.19,
+                'quantity' => 5,
+            ]);
+    }
+
+    public function test_shared_user_can_update_transaction()
+    {
+        // create transaction (and portfolio)
+        $this->actingAs($this->user);
+        $transaction = Transaction::factory()->create();
+
+        // share it
+        $otherUser = User::factory()->create();
+        $transaction->portfolio->share($otherUser->email, true);
+
+        // shared user tries to update it
+        $this->actingAs($otherUser)
+            ->putJson(route('api.transaction.update', $transaction), ['symbol' => 'ZZZ'])
+            ->assertOk()
+            ->assertJsonFragment([
+                'symbol' => 'ZZZ'
+            ]);
+    }
+
+    public function test_cannot_update_transaction_without_permission()
+    {
+        $this->actingAs($this->user);
+        $transaction = Transaction::factory()->create();
+
+        $otherUser = User::factory()->create();
+        $this->actingAs($otherUser)
+            ->putJson(route('api.transaction.update', $transaction), ['symbol' => 'AAPL'])
+            ->assertForbidden();
+    }
+
+    public function test_can_delete_a_transaction()
+    {
+        $this->actingAs($this->user);
+        $transaction = Transaction::factory()->create();
+
+        $this->deleteJson(route('api.transaction.destroy', $transaction))
+            ->assertNoContent();
+
+        $this->assertDatabaseMissing('transactions', ['id' => $transaction->id]);
+    }
+
+    public function test_cannot_delete_transaction_without_permission()
+    {
+        $this->actingAs($this->user);
+        $transaction = Transaction::factory()->create();
+
+        $otherUser = User::factory()->create();
+        $this->actingAs($otherUser)
+            ->deleteJson(route('api.transaction.destroy', $transaction))
+            ->assertForbidden();
+    }
+}
\ No newline at end of file
diff --git a/tests/ApiTokenPermissionsTest.php b/tests/ApiTokenPermissionsTest.php
index 70ac458..9afd10d 100644
--- a/tests/ApiTokenPermissionsTest.php
+++ b/tests/ApiTokenPermissionsTest.php
@@ -14,50 +14,45 @@ class ApiTokenPermissionsTest extends TestCase
 {
     use RefreshDatabase;
 
-    // public function test_api_tokens_can_be_deleted(): void
-    // {
-    //     if (! Features::hasApiFeatures()) {
-    //         $this->markTestSkipped('API support is not enabled.');
-    //     }
+    public function test_api_tokens_can_be_deleted(): void
+    {
+        if (! Features::hasApiFeatures()) {
+            $this->markTestSkipped('API support is not enabled.');
+        }
 
-    //     $this->actingAs($user = User::factory()->create());
+        $this->actingAs($user = User::factory()->create());
 
-    //     $token = $user->tokens()->create([
-    //         'name' => 'Test Token',
-    //         'token' => Str::random(40),
-    //         'abilities' => ['create', 'read'],
-    //     ]);
+        $token = $user->tokens()->create([
+            'name' => 'Test Token',
+            'token' => Str::random(40),
+            'abilities' => [],
+        ]);
 
-    //     Livewire::test(ApiTokenManager::class)
-    //         ->set(['apiTokenIdBeingDeleted' => $token->id])
-    //         ->call('deleteApiToken');
+        Livewire::test(ApiTokenManager::class)
+            ->set(['apiTokenIdBeingDeleted' => $token->id])
+            ->call('deleteApiToken');
 
-    //     $this->assertCount(0, $user->fresh()->tokens);
-    // }
+        $this->assertCount(0, $user->fresh()->tokens);
+    }
 
-    // public function test_api_tokens_can_be_created(): void
-    // {
-    //     if (! Features::hasApiFeatures()) {
-    //         $this->markTestSkipped('API support is not enabled.');
-    //     }
+    public function test_api_tokens_can_be_created(): void
+    {
+        if (! Features::hasApiFeatures()) {
+            $this->markTestSkipped('API support is not enabled.');
+        }
 
-    //     $this->actingAs($user = User::factory()->create());
+        $this->actingAs($user = User::factory()->create());
 
-    //     Livewire::test(ApiTokenManager::class)
-    //         ->set(['createApiTokenForm' => [
-    //             'name' => 'Test Token',
-    //             'permissions' => [
-    //                 'read',
-    //                 'update',
-    //             ],
-    //         ]])
-    //         ->call('createApiToken');
+        Livewire::test(ApiTokenManager::class)
+            ->set(['createApiTokenForm' => [
+                'name' => 'Test Token',
+                'permissions' => [],
+            ]])
+            ->call('createApiToken');
 
-    //     $this->assertCount(1, $user->fresh()->tokens);
-    //     $this->assertEquals('Test Token', $user->fresh()->tokens->first()->name);
-    //     $this->assertTrue($user->fresh()->tokens->first()->can('read'));
-    //     $this->assertFalse($user->fresh()->tokens->first()->can('delete'));
-    // }
+        $this->assertCount(1, $user->fresh()->tokens);
+        $this->assertEquals('Test Token', $user->fresh()->tokens->first()->name);
+    }
 
     // public function test_api_token_permissions_can_be_updated(): void
     // {
@@ -76,10 +71,7 @@ class ApiTokenPermissionsTest extends TestCase
     //     Livewire::test(ApiTokenManager::class)
     //         ->set(['managingPermissionsFor' => $token])
     //         ->set(['updateApiTokenForm' => [
-    //             'permissions' => [
-    //                 'delete',
-    //                 'missing-permission',
-    //             ],
+    //             'permissions' => [],
     //         ]])
     //         ->call('updateApiToken');
 

From 83d5ad213b22c1476be720b3e7de151aed166af0 Mon Sep 17 00:00:00 2001
From: hackerESQ <corey@coreyvarma.com>
Date: Mon, 27 Jan 2025 20:26:09 -0600
Subject: [PATCH 12/12] wip

---
 app/Http/ApiControllers/HoldingController.php |  18 ++-
 app/Http/Requests/HoldingRequest.php          |  24 ++++
 routes/api.php                                |   2 +
 tests/Api/HoldingsTest.php                    | 117 ++++++++++++++++++
 4 files changed, 158 insertions(+), 3 deletions(-)
 create mode 100644 app/Http/Requests/HoldingRequest.php
 create mode 100644 tests/Api/HoldingsTest.php

diff --git a/app/Http/ApiControllers/HoldingController.php b/app/Http/ApiControllers/HoldingController.php
index ee345df..483fbc3 100644
--- a/app/Http/ApiControllers/HoldingController.php
+++ b/app/Http/ApiControllers/HoldingController.php
@@ -5,6 +5,8 @@ namespace App\Http\ApiControllers;
 use App\Models\Holding;
 use App\Models\Portfolio;
 use Illuminate\Http\Request;
+use Illuminate\Support\Facades\Gate;
+use App\Http\Requests\HoldingRequest;
 use App\Http\Resources\HoldingResource;
 use HackerEsq\FilterModels\FilterModels;
 use App\Http\ApiControllers\Controller as ApiController;
@@ -25,12 +27,22 @@ class HoldingController extends ApiController
     public function show(Portfolio $portfolio, string $symbol)
     {
 
-        //
+        Gate::authorize('readOnly', $portfolio);
+
+        $holding = $portfolio->holdings()->symbol($symbol)->firstOrFail();
+
+        return HoldingResource::make($holding);
     }
 
-    public function put(FilterModels $filters)
+    public function update(HoldingRequest $request, Portfolio $portfolio, string $symbol)
     {
 
-        //
+        Gate::authorize('fullAccess', $portfolio);
+
+        $holding = $portfolio->holdings()->symbol($symbol)->firstOrFail();
+
+        $holding->update($request->validated());
+
+        return HoldingResource::make($holding);
     }
 }
\ No newline at end of file
diff --git a/app/Http/Requests/HoldingRequest.php b/app/Http/Requests/HoldingRequest.php
new file mode 100644
index 0000000..a75d82d
--- /dev/null
+++ b/app/Http/Requests/HoldingRequest.php
@@ -0,0 +1,24 @@
+<?php
+
+namespace App\Http\Requests;
+
+use App\Http\Requests\FormRequest;
+
+class HoldingRequest extends FormRequest
+{
+
+    /**
+     * Get the validation rules that apply to the request.
+     *
+     * @return array<string, \Illuminate\Contracts\Validation\ValidationRule|array<mixed>|string>
+     */
+    public function rules(): array
+    {
+
+        $rules = [
+            'reinvest_dividends' => ['sometimes', 'boolean']
+        ];
+
+        return $rules;
+    }
+}
diff --git a/routes/api.php b/routes/api.php
index 949c05b..32395b5 100644
--- a/routes/api.php
+++ b/routes/api.php
@@ -20,6 +20,8 @@ Route::middleware(['auth:sanctum'])->name('api.')->group(function () {
 
     // holding
     Route::get('/holding', [HoldingController::class, 'index'])->name('holding.index');
+    Route::get('/holding/{portfolio}/{symbol}', [HoldingController::class, 'show'])->name('holding.show')->scopeBindings();
+    Route::put('/holding/{portfolio}/{symbol}', [HoldingController::class, 'update'])->name('holding.update')->scopeBindings();
 
     // market data
     Route::get('/market-data/{symbol}', [MarketDataController::class, 'show'])->name('market-data.show');
diff --git a/tests/Api/HoldingsTest.php b/tests/Api/HoldingsTest.php
new file mode 100644
index 0000000..ef1a24b
--- /dev/null
+++ b/tests/Api/HoldingsTest.php
@@ -0,0 +1,117 @@
+<?php
+
+namespace Tests\Api;
+
+use Tests\TestCase;
+use App\Models\User;
+use App\Models\Holding;
+use App\Models\Portfolio;
+use App\Models\Transaction;
+use Illuminate\Foundation\Testing\RefreshDatabase;
+
+class HoldingsTest extends TestCase
+{
+    use RefreshDatabase;
+
+    protected User $user;
+    protected Portfolio $portfolio;
+
+    protected function setUp(): void
+    {
+        parent::setUp();
+
+        // make user
+        $this->user = User::factory()->create();
+    }
+
+    public function test_can_list_holdings()
+    {
+        $this->actingAs($this->user);
+
+        Transaction::factory(10)->create();
+        
+        $this->actingAs($this->user)
+            ->getJson(route('api.holding.index', ['page' => 1, 'itemsPerPage' => 5]))
+            ->assertOk()
+            ->assertJsonStructure([
+                'data' => [['id', 'symbol', 'portfolio_id', 'total_market_value', 'dividends_earned']],
+                'meta' => ['current_page', 'last_page', 'total'],
+                'links' => ['first', 'last', 'prev', 'next']
+            ]);
+    }
+
+    public function test_cannot_list_others_holdings()
+    {
+        // create transactions with existing user
+        $this->actingAs($this->user);
+        Transaction::factory(10)->create();
+        
+        // Create a new user
+        $this->actingAs($user = User::factory()->create());
+        Transaction::factory(1)->create();
+        $this->actingAs($user)
+            ->getJson(route('api.holding.index', ['page' => 1, 'itemsPerPage' => 5]))
+            ->assertOk()
+            ->assertJsonCount(1, 'data');
+    }
+
+    public function test_cannot_access_holdings_when_unauthenticated()
+    {
+        $this->getJson(route('api.holding.index'))->assertUnauthorized();
+    }
+
+    public function test_can_show_a_holding()
+    {
+        $this->actingAs($this->user);
+
+        $transaction = Transaction::factory()->create();
+
+        $holding = Holding::where(['portfolio_id' => $transaction->portfolio->id, 'symbol' => $transaction->symbol])->firstOrFail();
+
+        $this->getJson(route('api.holding.show', ['portfolio' => $transaction->portfolio_id, 'symbol' => $transaction->symbol]))
+            ->assertOk()
+            ->assertJsonFragment([
+                'id' => $holding->id,
+            ]);
+    }
+
+    public function test_cannot_show_nonexistent_holdings()
+    {
+        $this->actingAs($this->user)
+            ->getJson(route('api.holding.show', ['portfolio' => 'abc-123-foo-BAR', 'symbol' => 'AAPL']))
+            ->assertNotFound();
+    }
+
+    public function test_can_update_holding_options()
+    {
+        $this->actingAs($this->user);
+        $transaction = Transaction::factory()->create();
+
+        $data = [
+            'reinvest_dividends' => true
+        ];
+
+        $this->actingAs($this->user)
+            ->putJson(route('api.holding.update', ['portfolio' => $transaction->portfolio_id, 'symbol' => $transaction->symbol]), $data)
+            ->assertOk()
+            ->assertJsonFragment([
+                'reinvest_dividends' => true
+            ]);
+    }
+
+    public function test_cannot_update_holding_without_permission()
+    {
+        $this->actingAs($this->user);
+        $transaction = Transaction::factory()->create();
+
+        $data = [
+            'reinvest_dividends' => true
+        ];
+
+        $otherUser = User::factory()->create();
+        $this->actingAs($otherUser)
+            ->putJson(route('api.holding.update', ['portfolio' => $transaction->portfolio_id, 'symbol' => $transaction->symbol]), $data)
+            ->assertForbidden();
+    }
+
+}
\ No newline at end of file