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

wip

Browse Source
This commit is contained in:
hackerESQ
2024-08-29 23:36:44 -05:00
parent 2febed20ae
commit df1071d628
13 changed files with 204 additions and 64 deletions
Download Patch File Download Diff File Expand all files Collapse all files
app/Imports/Sheets/DailyChangesSheet.php
+26 -19
View File
@@ -2,18 +2,17 @@
namespace App\Imports\Sheets;
use App\Models\DailyChange;
use Exception;
use App\Models\DailyChange;
use Illuminate\Support\Collection;
use Maatwebsite\Excel\Concerns\ToCollection;
use Maatwebsite\Excel\Concerns\SkipsEmptyRows;
use Maatwebsite\Excel\Concerns\WithHeadingRow;
use Maatwebsite\Excel\Concerns\WithValidation;
use Maatwebsite\Excel\Concerns\WithChunkReading;
class DailyChangesSheet implements ToCollection, WithHeadingRow, WithValidation, SkipsEmptyRows
class DailyChangesSheet implements ToCollection, WithHeadingRow, WithValidation, SkipsEmptyRows, WithChunkReading
{
// use Importable;
public function collection(Collection $dailyChanges)
{
@@ -27,22 +26,25 @@ class DailyChangesSheet implements ToCollection, WithHeadingRow, WithValidation,
}
});
foreach ($dailyChanges as $dailyChange) {
DailyChange::withoutEvents(function () use ($dailyChanges) {
foreach ($dailyChanges as $dailyChange) {
DailyChange::updateOrCreate([
'date' => $dailyChange['date'],
'portfolio_id' => $dailyChange['portfolio_id'],
],[
'portfolio_id' => $dailyChange['portfolio_id'],
'date' => $dailyChange['date'],
'total_market_value' => $dailyChange['total_market_value'],
'total_cost_basis' => $dailyChange['total_cost_basis'],
'total_gain' => $dailyChange['total_gain'],
'total_dividends' => $dailyChange['total_dividends'],
'realized_gains' => $dailyChange['realized_gains'],
'annotation' => $dailyChange['annotation'],
]);
}
DailyChange::updateOrCreate([
'date' => $dailyChange['date'],
'portfolio_id' => $dailyChange['portfolio_id'],
],[
'portfolio_id' => $dailyChange['portfolio_id'],
'date' => $dailyChange['date'],
'total_market_value' => $dailyChange['total_market_value'],
'total_cost_basis' => $dailyChange['total_cost_basis'],
'total_gain' => $dailyChange['total_gain'],
'total_dividends' => $dailyChange['total_dividends'],
'realized_gains' => $dailyChange['realized_gains'],
'annotation' => $dailyChange['annotation'],
]);
}
});
}
public function rules(): array
@@ -58,4 +60,9 @@ class DailyChangesSheet implements ToCollection, WithHeadingRow, WithValidation,
'annotation' => ['sometimes', 'nullable', 'string'],
];
}
public function chunkSize(): int
{
return 500;
}
}
app/Imports/Sheets/PortfoliosSheet.php
+16 -15
View File
@@ -12,25 +12,26 @@ use Maatwebsite\Excel\Concerns\WithValidation;
class PortfoliosSheet implements ToCollection, WithValidation, WithHeadingRow, SkipsEmptyRows
{
// use Importable;
public function collection(Collection $portfolios)
{
foreach ($portfolios as $portfolio) {
Portfolio::withoutEvents(function () use ($portfolios) {
foreach ($portfolios as $portfolio) {
auth()->user()->portfolios()
->where(['id' => $portfolio['portfolio_id']])
->orWhere(['title' => $portfolio['title']])
->firstOr(function () use ($portfolio) {
auth()->user()->portfolios()
->where(['id' => $portfolio['portfolio_id']])
->orWhere(['title' => $portfolio['title']])
->firstOr(function () use ($portfolio) {
return Portfolio::make()->forceFill([
'id' => $portfolio['portfolio_id'] ?? null,
'title' => $portfolio['title'],
'wishlist' => $portfolio['wishlist'] ?? false,
'notes' => $portfolio['notes'],
])->save();
});
}
return Portfolio::make()->forceFill([
'id' => $portfolio['portfolio_id'] ?? null,
'title' => $portfolio['title'],
'wishlist' => $portfolio['wishlist'] ?? false,
'notes' => $portfolio['notes'],
])->save();
});
}
});
}
public function rules(): array
app/Imports/Sheets/TransactionsSheet.php
+31 -18
View File
@@ -2,6 +2,7 @@
namespace App\Imports\Sheets;
use App\Models\Holding;
use App\Models\Transaction;
use Illuminate\Support\Collection;
use Maatwebsite\Excel\Concerns\ToCollection;
@@ -12,28 +13,40 @@ use Maatwebsite\Excel\Concerns\WithChunkReading;
class TransactionsSheet implements ToCollection, WithHeadingRow, WithValidation, SkipsEmptyRows, WithChunkReading
{
// use Importable;
public function collection(Collection $transactions)
{
foreach ($transactions->sortBy('date') as $transaction) {
Transaction::withoutEvents(function () use ($transactions) {
Transaction::where('id', $transaction['transaction_id'])
->firstOr(function () use ($transaction) {
foreach ($transactions->sortBy('date') as $transaction) {
return Transaction::make()->forceFill([
'id' => $transaction['transaction_id'],
'symbol' => $transaction['symbol'],
'portfolio_id' => $transaction['portfolio_id'],
'transaction_type' => $transaction['transaction_type'],
'quantity' => $transaction['quantity'],
'cost_basis' => $transaction['cost_basis'] ?? 0,
'sale_price' => $transaction['sale_price'],
'split' => $transaction['split'] ?? null,
'date' => $transaction['date'],
])->save();
});
}
$transaction = Transaction::where('id', $transaction['transaction_id'])
->firstOr(function () use ($transaction) {
return Transaction::make()->forceFill([
'id' => $transaction['transaction_id'],
'symbol' => $transaction['symbol'],
'portfolio_id' => $transaction['portfolio_id'],
'transaction_type' => $transaction['transaction_type'],
'quantity' => $transaction['quantity'],
'cost_basis' => $transaction['cost_basis'] ?? 0,
'sale_price' => $transaction['sale_price'],
'split' => $transaction['split'] ?? null,
'date' => $transaction['date'],
])->save();
});
Holding::firstOrCreate([
'symbol' => $transaction['symbol'],
'portfolio_id' => $transaction['portfolio_id'],
], [
'quantity' => 0,
'average_cost_basis' => 0,
'total_cost_basis' => 0,
'realized_gain_dollars' => 0,
'dividends_earned' => 0
]);
}
});
}
public function rules(): array