Chore: Upgrade to Laravel 12 + remove Mary and Jetstream dependencies (#141)

* docs: remove requirement for setting APP_KEY manually * optimize date picker * clean up modals * spot light working * reorganization * add lazy load * wip * remove filament * styling
2025-09-26 17:41:28 -05:00
parent 910d426ad4
commit e6f38d9481
146 changed files with 5443 additions and 3909 deletions
@@ -0,0 +1,169 @@
+<?php
+
+namespace App\Livewire\Datatables;
+
+use App\Models\Holding;
+use Illuminate\Support\Number;
+use Illuminate\Database\Eloquent\Builder;
+use Rappasoft\LaravelLivewireTables\Views\Column;
+use Rappasoft\LaravelLivewireTables\DataTableComponent;
+
+class HoldingsTable extends DataTableComponent
+{
+    public $portfolio; 
+    public array $hiddenColumns = [];
+
+    public function mount ($portfolio): void
+    {
+        //
+    }
+
+    public function builder(): Builder
+    { 
+        return Holding::query()
+            ->portfolio($this->portfolio->id)
+            ->with(['market_data'])
+            ->withCount(['transactions as num_transactions' => function ($query) {
+                return $query->whereRaw('transactions.symbol = holdings.symbol');
+            }])
+            ->withPerformance();
+    }
+
+    public function configure(): void
+    {
+        $this->hiddenColumns = ['name', 'average_cost_basis', 'market_value', 'fifty_two_week_low', 'fifty_two_week_high'];
+
+        $this->setTableWrapperAttributes([
+            'default' => false, 
+            'default-styling' => false,
+            'default-colors' => false,
+            'class' => 'overflow-scroll'
+        ]); 
+        $this->setTableAttributes([
+            'default' => false, 
+            'default-styling' => false,
+            'default-colors' => false,
+            'class' => 'table',
+        ]);
+        $this->setTheadAttributes([
+            'default' => false, 
+            'default-styling' => true,
+            'default-colors' => false,
+        ]);
+        $this->setThAttributes(function(Column $column) {
+
+            $attributes = [
+                'default' => false,
+                'default-styling' => false,
+                'default-colors' => false,
+                'class' => 'text-xs font-medium whitespace-nowrap uppercase tracking-wider text-nowrap'
+            ];
+
+            if (in_array($column->getField(), $this->hiddenColumns)) {
+                $attributes['class'] = $attributes['class'] . ' hidden md:table-cell';
+            }
+
+            return $attributes;
+        });
+        $this->setThSortButtonAttributes(fn() => [
+            'default' => false,
+            'default-styling' => true,
+            'default-colors' => false,
+            'class' => 'cursor-pointer'
+        ]);
+        $this->setTbodyAttributes([
+            'default' => false, 
+            'default-styling' => true,
+            'default-colors' => false,
+        ]);
+        $this->setTrAttributes(fn() => [
+            'default' => false,
+            'default-styling' => true,
+            'default-colors' => false,
+            'class' => 'cursor-pointer hover:bg-neutral/25'
+        ]);
+        $this->setTdAttributes(function(Column $column) {
+            
+            $attributes = [
+                'default' => false,
+                'default-styling' => false,
+                'default-colors' => false,
+                'class' => 'text-nowrap'
+            ];
+
+            if (in_array($column->getField(), $this->hiddenColumns)) {
+                $attributes['class'] = $attributes['class'] . ' hidden md:table-cell';
+            }
+
+            return $attributes;
+        });
+
+        $this->setDefaultSort('symbol', 'asc');
+
+        $this->setToolsDisabled();
+        $this->setFooterDisabled();
+        $this->setPaginationDisabled();
+        $this->setDisplayPaginationDetailsDisabled();
+
+        $this->setPrimaryKey('id');
+
+        $this->setTableRowUrl(function($row) {
+            return route('holding.show', ['portfolio' => $row->portfolio_id, 'symbol' => $row->symbol]);
+            
+        })->setTableRowUrlTarget(function($row) {
+            
+            return 'navigate';
+        });
+    }
+
+    public function columns(): array
+    {
+        return [
+            Column::make(__('Symbol'), 'symbol')
+                ->sortable(),
+            Column::make(__('Name'), 'market_data.name')
+                ->sortable(),
+            Column::make(__('Quantity'), 'quantity')
+                ->sortable(),
+            Column::make(__('Average Cost Basis'), 'average_cost_basis')
+                ->sortable()
+                ->format(fn($value, $row) => Number::currency($value ?? 0, $row->market_data->currency) ),
+            Column::make(__('Total Cost Basis'), 'total_cost_basis')
+                ->sortable()
+                ->format(fn($value, $row) => Number::currency($value ?? 0, $row->market_data->currency) ),
+            Column::make(__('Market Value'), 'market_data.market_value')
+                ->sortable()
+                ->format(fn($value, $row) => Number::currency($value ?? 0, $row->market_data->currency) ),
+            Column::make(__('Total Market Value'))
+                ->sortable(fn (Builder $query, string $direction) => $query->orderBy('total_market_value', $direction))
+                ->label(fn ($row) => Number::currency($row->total_market_value ?? 0, $row->market_data->currency)),
+            Column::make(__('Market Gain/Loss'))
+                ->html()
+                ->label(fn($row) => Number::currency($row->market_gain_dollars ?? 0, $row->market_data->currency) . view('components.ui.gain-loss-arrow-badge', [
+                    'costBasis' => $row->average_cost_basis,
+                    'marketValue' => $row->market_data->market_value,
+                    'small' => true,
+                ]))
+                ->sortable(fn (Builder $query, string $direction) => $query->orderBy('market_gain_dollars', $direction)),
+            Column::make(__('Realized Gain/Loss'), 'realized_gain_dollars')
+                ->sortable()
+                ->format(fn($value, $row) => Number::currency($value ?? 0, $row->market_data->currency) )
+                ->format(fn($value, $row) => Number::currency($value ?? 0, $row->market_data->currency) ),
+            Column::make(__('Dividends Earned'), 'dividends_earned')
+                ->sortable()
+                ->format(fn($value, $row) => Number::currency($value ?? 0, $row->market_data->currency) ),
+            Column::make(__('52 week low'), 'market_data.fifty_two_week_low')
+                ->sortable()
+                ->format(fn($value, $row) => Number::currency($value ?? 0, $row->market_data->currency) ),
+            Column::make(__('52 week high'), 'market_data.fifty_two_week_high')
+                ->sortable()
+                ->format(fn($value, $row) => Number::currency($value ?? 0, $row->market_data->currency) ),
+            Column::make(__('Number of Transactions'))
+                ->sortable(fn (Builder $query, string $direction) => $query->orderBy('num_transactions', $direction))
+                ->label(fn ($row) => $row->num_transactions),
+            Column::make(__('Last Refreshed'), 'market_data.updated_at')
+                ->sortable()
+                ->format(fn($value) => \Carbon\Carbon::parse($value)->diffForHumans() )
+        ];
+    }
+}
@@ -0,0 +1,157 @@
+<?php
+
+namespace App\Livewire\Datatables;
+
+use App\Models\Transaction;
+use Illuminate\Support\Number;
+use Illuminate\Database\Eloquent\Builder;
+use Rappasoft\LaravelLivewireTables\Views\Column;
+use Rappasoft\LaravelLivewireTables\DataTableComponent;
+
+class TransactionsTable extends DataTableComponent
+{
+    public array $hiddenColumns = [];
+
+    public function mount (): void
+    {
+        //
+    }
+
+    public function builder(): Builder
+    { 
+        return Transaction::query()
+            ->with(['portfolio', 'market_data'])
+            ->myTransactions()
+            ->addSelect(['portfolio_id', 'transaction_type', 'split'])
+            ->selectRaw('
+                CASE
+                    WHEN transaction_type = \'SELL\' 
+                    THEN COALESCE(transactions.sale_price - transactions.cost_basis, 0)
+                    ELSE COALESCE(market_data.market_value - transactions.cost_basis, 0)
+                END AS gain_dollars');
+    }
+
+    public function configure(): void
+    {
+        $this->hiddenColumns = ['name', 'cost_basis', 'gain_dollars'];
+
+        $this->setTableWrapperAttributes([
+            'default' => false, 
+            'default-styling' => false,
+            'default-colors' => false,
+            'class' => 'overflow-scroll'
+        ]); 
+        $this->setTableAttributes([
+            'default' => false, 
+            'default-styling' => false,
+            'default-colors' => false,
+            'class' => 'table',
+        ]);
+        $this->setTheadAttributes([
+            'default' => false, 
+            'default-styling' => true,
+            'default-colors' => false,
+        ]);
+        $this->setThAttributes(function(Column $column) {
+
+            $attributes = [
+                'default' => false,
+                'default-styling' => false,
+                'default-colors' => false,
+                'class' => 'text-xs font-medium whitespace-nowrap uppercase tracking-wider text-nowrap'
+            ];
+
+            if (in_array($column->getField(), $this->hiddenColumns)) {
+                $attributes['class'] = $attributes['class'] . ' hidden md:table-cell';
+            }
+
+            return $attributes;
+        });
+        $this->setThSortButtonAttributes(fn() => [
+            'default' => false,
+            'default-styling' => true,
+            'default-colors' => false,
+            'class' => 'cursor-pointer'
+        ]);
+        $this->setTbodyAttributes([
+            'default' => false, 
+            'default-styling' => true,
+            'default-colors' => false,
+        ]);
+        $this->setTrAttributes(fn() => [
+            'default' => false,
+            'default-styling' => true,
+            'default-colors' => false,
+            'class' => 'cursor-pointer hover:bg-neutral/25'
+        ]);
+        $this->setTdAttributes(function(Column $column) {
+            
+            $attributes = [
+                'default' => false,
+                'default-styling' => false,
+                'default-colors' => false,
+                'class' => 'text-nowrap'
+            ];
+
+            if (in_array($column->getField(), $this->hiddenColumns)) {
+                $attributes['class'] = $attributes['class'] . ' hidden md:table-cell';
+            }
+
+            return $attributes;
+        });
+
+        $this->setDefaultSort('date', 'desc');
+
+        $this->setPerPageAccepted([10, 15, 20]);
+        $this->setPerPage(15);
+        $this->setSearchDisabled();
+        $this->setColumnSelectDisabled();
+        $this->setPerPageVisibilityDisabled();
+        $this->setFooterDisabled();
+
+        $this->setPrimaryKey('id');
+
+        $this->setTableRowUrl(function($row) {
+            return route('holding.show', ['portfolio' => $row->portfolio_id, 'symbol' => $row->symbol]);
+            
+        })->setTableRowUrlTarget(function($row) {
+            
+            return 'navigate';
+        });
+    }
+
+    public function columns(): array
+    {
+        return [
+            
+            Column::make(__('Date'), 'date')
+                ->sortable()
+                ->format(fn($value) => \Carbon\Carbon::parse($value)->format('M d, Y') ),
+            Column::make(__('Portfolio'), 'portfolio.title')
+                ->sortable(),
+            Column::make(__('Symbol'), 'symbol')
+                ->sortable(),
+            Column::make(__('Name'), 'market_data.name')
+                ->sortable(),
+            Column::make(__('Type'), 'transaction_type')
+                ->label(fn($row) => view('components.ui.badge', [
+                    'value' => $row->split ? 'SPLIT'
+                        : ($row->reinvested_dividend
+                            ? 'REINVEST' 
+                            : $row->transaction_type),
+                    'class' => ($row->transaction_type == 'BUY' 
+                        ? 'badge-success' 
+                        : 'badge-error') . ' badge-sm mr-3',
+                ]))
+                ->sortable(fn (Builder $query, string $direction) => $query->orderBy('transaction_type', $direction)),
+            Column::make(__('Quantity'), 'quantity')
+                ->sortable(),
+            Column::make(__('Cost Basis'), 'cost_basis')
+                ->sortable(fn (Builder $query, string $direction) => $query->orderBy('cost_basis', $direction))
+                ->label(fn ($row) => Number::currency($row->cost_basis ?? 0, $row->market_data->currency)),
+            Column::make(__('Gain/Loss'), 'gain_dollars')
+                ->sortable(fn (Builder $query, string $direction) => $query->orderBy('gain_dollars', $direction))
+                ->label(fn ($row) => Number::currency($row->gain_dollars ?? 0, $row->market_data->currency)),
+        ];
+    }
+}