chore: code style

app/Actions/Fortify/CreateNewUser.php

@@ -4,10 +4,10 @@ namespace App\Actions\Fortify;
 
 use App\Models\User;
 use App\Traits\WithTrimStrings;
-use Laravel\Jetstream\Jetstream;
 use Illuminate\Support\Facades\Hash;
 use Illuminate\Support\Facades\Validator;
 use Laravel\Fortify\Contracts\CreatesNewUsers;
+use Laravel\Jetstream\Jetstream;
 
 class CreateNewUser implements CreatesNewUsers
 {

app/Actions/Fortify/UpdateUserProfileInformation.php

@@ -4,15 +4,15 @@ namespace App\Actions\Fortify;
 
 use App\Models\User;
 use App\Traits\WithTrimStrings;
-use Illuminate\Validation\Rule;
-use Illuminate\Support\Facades\Validator;
 use Illuminate\Contracts\Auth\MustVerifyEmail;
+use Illuminate\Support\Facades\Validator;
+use Illuminate\Validation\Rule;
 use Laravel\Fortify\Contracts\UpdatesUserProfileInformation;
 
 class UpdateUserProfileInformation implements UpdatesUserProfileInformation
 {
     use WithTrimStrings;
-    
+
     /**
      * Validate and update the given user's profile information.
      *

app/Console/Commands/CaptureDailyChange.php

@@ -38,9 +38,9 @@ class CaptureDailyChange extends Command
      */
     public function handle()
     {
-        Portfolio::with('holdings.market_data')->get()->each(function($portfolio){
+        Portfolio::with('holdings.market_data')->get()->each(function ($portfolio) {
 
-            $this->line('Capturing daily change for ' . $portfolio->title);
+            $this->line('Capturing daily change for '.$portfolio->title);
 
             $total_cost_basis = $portfolio->holdings->sum('total_cost_basis');
 
@@ -48,7 +48,7 @@ class CaptureDailyChange extends Command
 
             $realized_gains = $portfolio->holdings->sum('realized_gain_dollars');
 
-            $total_market_value = $portfolio->holdings->sum(function($holding) {
+            $total_market_value = $portfolio->holdings->sum(function ($holding) {
                 return $holding->market_data->market_value * $holding->quantity;
             });
 
@@ -58,7 +58,7 @@ class CaptureDailyChange extends Command
                 'total_cost_basis' => $total_cost_basis,
                 'total_gain' => $total_market_value - $total_cost_basis,
                 'total_dividends_earned' => $total_dividends,
-                'realized_gains' => $realized_gains
+                'realized_gains' => $realized_gains,
             ]);
         });
     }

app/Console/Commands/RefreshDividendData.php

@@ -2,8 +2,8 @@
 
 namespace App\Console\Commands;
 
-use App\Models\Holding;
 use App\Models\Dividend;
+use App\Models\Holding;
 use Illuminate\Console\Command;
 
 class RefreshDividendData extends Command
@@ -43,17 +43,17 @@ class RefreshDividendData extends Command
     {
         $holdings = Holding::distinct();
 
-        if (!($this->option('force') ?? false)) {
+        if (! ($this->option('force') ?? false)) {
             $holdings->where('quantity', '>', 0);
-        } 
+        }
 
         if ($this->option('user')) {
             $holdings->myHoldings($this->option('user'));
         }
 
         foreach ($holdings->get(['symbol']) as $holding) {
-            $this->line('Refreshing ' . $holding->symbol);
-            
+            $this->line('Refreshing '.$holding->symbol);
+
             Dividend::refreshDividendData($holding->symbol);
         }
     }

app/Console/Commands/RefreshMarketData.php

@@ -42,18 +42,18 @@ class RefreshMarketData extends Command
     public function handle()
     {
         $force = $this->option('force') ?? false;
-    
+
         // get all symbols from market data
         $holdings = Holding::where('quantity', '>', 0)
-                    ->select(['symbol'])
-                    ->distinct();
-                
+            ->select(['symbol'])
+            ->distinct();
+
         if ($this->option('user')) {
             $holdings->myHoldings($this->option('user'));
         }
 
         foreach ($holdings->get() as $holding) {
-            $this->line('Refreshing ' . $holding->symbol);
+            $this->line('Refreshing '.$holding->symbol);
 
             MarketData::getMarketData($holding->symbol, $force);
         }

app/Console/Commands/RefreshSplitData.php

@@ -2,8 +2,8 @@
 
 namespace App\Console\Commands;
 
-use App\Models\Split;
 use App\Models\Holding;
+use App\Models\Split;
 use Illuminate\Console\Command;
 
 class RefreshSplitData extends Command
@@ -42,14 +42,14 @@ class RefreshSplitData extends Command
     {
         $holdings = Holding::distinct();
 
-        if (!($this->option('force') ?? false)) {
+        if (! ($this->option('force') ?? false)) {
             $holdings->where('quantity', '>', 0);
-        } 
+        }
 
         foreach ($holdings->get(['symbol']) as $holding) {
-            $this->line('Refreshing ' . $holding->symbol);
-            
+            $this->line('Refreshing '.$holding->symbol);
+
             Split::refreshSplitData($holding->symbol);
-        }   
+        }
     }
 }

app/Console/Commands/SyncDailyChange.php

@@ -5,6 +5,7 @@ namespace App\Console\Commands;
 use App\Models\Portfolio;
 use Illuminate\Console\Command;
 use Illuminate\Contracts\Console\PromptsForMissingInput;
+
 use function Laravel\Prompts\search;
 
 class SyncDailyChange extends Command implements PromptsForMissingInput
@@ -61,14 +62,14 @@ class SyncDailyChange extends Command implements PromptsForMissingInput
     public function handle()
     {
         try {
-            
+
             $portfolio = Portfolio::findOrFail($this->argument('portfolio_id'));
 
             $this->line('Syncing daily change history... This may take a moment.');
 
             $portfolio->syncDailyChanges();
 
-            $this->line('Awesome! Daily change history for '. $portfolio->title .' has been completed.');
+            $this->line('Awesome! Daily change history for '.$portfolio->title.' has been completed.');
 
         } catch (\Throwable $e) {
 

app/Console/Commands/SyncHoldingData.php

@@ -47,7 +47,7 @@ class SyncHoldingData extends Command
         }
 
         foreach ($holdings->get() as $holding) {
-            $this->line('Refreshing ' . $holding->symbol);
+            $this->line('Refreshing '.$holding->symbol);
 
             $holding->syncTransactionsAndDividends();
         }

app/Exports/BackupExport.php

@@ -14,18 +14,14 @@ class BackupExport implements WithMultipleSheets
 
     public function __construct(
         public bool $empty = false
-    )
-    { }
+    ) {}
 
-    /**
-     * @return array
-     */
     public function sheets(): array
     {
-            return [
-                new PortfoliosSheet($this->empty),
-                new TransactionsSheet($this->empty),
-                new DailyChangesSheet($this->empty)
-            ];
+        return [
+            new PortfoliosSheet($this->empty),
+            new TransactionsSheet($this->empty),
+            new DailyChangesSheet($this->empty),
+        ];
     }
 }

app/Exports/Sheets/DailyChangesSheet.php

@@ -11,7 +11,7 @@ class DailyChangesSheet implements FromCollection, WithHeadings, WithTitle
 {
     public function __construct(
         public bool $empty = false
-    ) { }
+    ) {}
 
     public function headings(): array
     {
@@ -23,21 +23,18 @@ class DailyChangesSheet implements FromCollection, WithHeadings, WithTitle
             'Total Gain',
             'Total Dividends Earned',
             'Realized Gains',
-            'Annotation'
+            'Annotation',
         ];
     }
 
     /**
-    * @return \Illuminate\Support\Collection
-    */
+     * @return \Illuminate\Support\Collection
+     */
     public function collection()
     {
         return $this->empty ? collect() : DailyChange::myDailyChanges()->get();
     }
 
-     /**
-     * @return string
-     */
     public function title(): string
     {
         return 'Daily Changes';

app/Exports/Sheets/PortfoliosSheet.php

@@ -11,8 +11,8 @@ class PortfoliosSheet implements FromCollection, WithHeadings, WithTitle
 {
     public function __construct(
         public bool $empty = false
-    ) { }
-    
+    ) {}
+
     public function headings(): array
     {
         return [
@@ -21,21 +21,18 @@ class PortfoliosSheet implements FromCollection, WithHeadings, WithTitle
             'Notes',
             'Wishlist',
             'Created',
-            'Updated'
+            'Updated',
         ];
     }
 
     /**
-    * @return \Illuminate\Support\Collection
-    */
+     * @return \Illuminate\Support\Collection
+     */
     public function collection()
     {
         return $this->empty ? collect() : Portfolio::myPortfolios()->get();
     }
 
-     /**
-     * @return string
-     */
     public function title(): string
     {
         return 'Portfolios';

app/Exports/Sheets/TransactionsSheet.php

@@ -3,15 +3,15 @@
 namespace App\Exports\Sheets;
 
 use App\Models\Transaction;
-use Maatwebsite\Excel\Concerns\WithTitle;
-use Maatwebsite\Excel\Concerns\WithHeadings;
 use Maatwebsite\Excel\Concerns\FromCollection;
+use Maatwebsite\Excel\Concerns\WithHeadings;
+use Maatwebsite\Excel\Concerns\WithTitle;
 
 class TransactionsSheet implements FromCollection, WithHeadings, WithTitle
 {
     public function __construct(
         public bool $empty = false
-    ) { }
+    ) {}
 
     public function headings(): array
     {
@@ -27,21 +27,18 @@ class TransactionsSheet implements FromCollection, WithHeadings, WithTitle
             'Reinvested Dividend',
             'Date',
             'Created',
-            'Updated'
+            'Updated',
         ];
     }
 
     /**
-    * @return \Illuminate\Support\Collection
-    */
+     * @return \Illuminate\Support\Collection
+     */
     public function collection()
     {
         return $this->empty ? collect() : Transaction::myTransactions()->get();
     }
 
-     /**
-     * @return string
-     */
     public function title(): string
     {
         return 'Transactions';

app/Http/ApiControllers/Controller.php

@@ -1,8 +1,8 @@
 <?php
- 
+
 namespace App\Http\ApiControllers;
- 
+
 abstract class Controller
 {
     //
-}
+}

app/Http/ApiControllers/HoldingController.php

@@ -2,14 +2,13 @@
 
 namespace App\Http\ApiControllers;
 
-use App\Models\Holding;
-use App\Models\Portfolio;
-use Illuminate\Http\Request;
-use Illuminate\Support\Facades\Gate;
+use App\Http\ApiControllers\Controller as ApiController;
 use App\Http\Requests\HoldingRequest;
 use App\Http\Resources\HoldingResource;
+use App\Models\Holding;
+use App\Models\Portfolio;
 use HackerEsq\FilterModels\FilterModels;
-use App\Http\ApiControllers\Controller as ApiController;
+use Illuminate\Support\Facades\Gate;
 
 class HoldingController extends ApiController
 {
@@ -45,4 +44,4 @@ class HoldingController extends ApiController
 
         return HoldingResource::make($holding);
     }
-}
+}

app/Http/ApiControllers/MarketDataController.php

@@ -4,10 +4,10 @@ declare(strict_types=1);
 
 namespace App\Http\ApiControllers;
 
+use App\Http\ApiControllers\Controller as ApiController;
+use App\Http\Resources\MarketDataResource;
 use App\Models\MarketData;
 use Illuminate\Http\Request;
-use App\Http\Resources\MarketDataResource;
-use App\Http\ApiControllers\Controller as ApiController;
 
 class MarketDataController extends ApiController
 {
@@ -18,4 +18,4 @@ class MarketDataController extends ApiController
             MarketData::getMarketData($symbol)
         );
     }
-}
+}

app/Http/ApiControllers/PortfolioController.php

@@ -4,12 +4,12 @@ declare(strict_types=1);
 
 namespace App\Http\ApiControllers;
 
-use App\Models\Portfolio;
-use Illuminate\Support\Facades\Gate;
-use HackerEsq\FilterModels\FilterModels;
-use App\Http\Resources\PortfolioResource;
-use App\Http\Requests\PortfolioRequest;
 use App\Http\ApiControllers\Controller as ApiController;
+use App\Http\Requests\PortfolioRequest;
+use App\Http\Resources\PortfolioResource;
+use App\Models\Portfolio;
+use HackerEsq\FilterModels\FilterModels;
+use Illuminate\Support\Facades\Gate;
 
 class PortfolioController extends ApiController
 {
@@ -27,7 +27,7 @@ class PortfolioController extends ApiController
     public function store(PortfolioRequest $request)
     {
         $portfolio = Portfolio::create($request->validated());
-        
+
         return PortfolioResource::make($portfolio);
     }
 
@@ -55,4 +55,4 @@ class PortfolioController extends ApiController
 
         return response()->noContent();
     }
-}
+}

app/Http/ApiControllers/TransactionController.php

@@ -2,13 +2,12 @@
 
 namespace App\Http\ApiControllers;
 
-use App\Models\Transaction;
-use Illuminate\Http\Request;
-use Illuminate\Support\Facades\Gate;
-use HackerEsq\FilterModels\FilterModels;
+use App\Http\ApiControllers\Controller as ApiController;
 use App\Http\Requests\TransactionRequest;
 use App\Http\Resources\TransactionResource;
-use App\Http\ApiControllers\Controller as ApiController;
+use App\Models\Transaction;
+use HackerEsq\FilterModels\FilterModels;
+use Illuminate\Support\Facades\Gate;
 
 class TransactionController extends ApiController
 {
@@ -23,11 +22,11 @@ class TransactionController extends ApiController
     }
 
     public function store(TransactionRequest $request)
-    {   
+    {
         Gate::authorize('fullAccess', $request->portfolio);
 
         $transaction = Transaction::create($request->validated());
-        
+
         return TransactionResource::make($transaction);
     }
 
@@ -55,4 +54,4 @@ class TransactionController extends ApiController
 
         return response()->noContent();
     }
-}
+}

app/Http/ApiControllers/UserController.php

@@ -2,9 +2,9 @@
 
 namespace App\Http\ApiControllers;
 
-use Illuminate\Http\Request;
-use App\Http\Resources\UserResource;
 use App\Http\ApiControllers\Controller as ApiController;
+use App\Http\Resources\UserResource;
+use Illuminate\Http\Request;
 
 class UserController extends ApiController
 {
@@ -12,4 +12,4 @@ class UserController extends ApiController
     {
         return UserResource::make($request->user());
     }
-}
+}

app/Http/Controllers/ConnectedAccountController.php

@@ -2,21 +2,19 @@
 
 namespace App\Http\Controllers;
 
-use Exception;
-use App\Models\User;
 use App\Models\ConnectedAccount;
-use Illuminate\Support\MessageBag;
+use App\Models\User;
+use App\Notifications\VerifyConnectedAccountNotification;
+use Exception;
 use Illuminate\Support\Facades\Auth;
 use Illuminate\Support\Facades\Blade;
+use Illuminate\Support\MessageBag;
 use Laravel\Socialite\Facades\Socialite;
-use App\Notifications\VerifyConnectedAccountNotification;
 
 class ConnectedAccountController extends Controller
 {
-
     /**
      * Redirect the user to the GitHub authentication page.
-     *
      */
     public function redirectToProvider(string $provider)
     {
@@ -27,7 +25,6 @@ class ConnectedAccountController extends Controller
 
     /**
      * Obtain the user information from GitHub.
-     *
      */
     public function handleProviderCallback(string $provider)
     {
@@ -44,21 +41,21 @@ class ConnectedAccountController extends Controller
         }
 
         // check if this account is already linked
-        $connected_account = ConnectedAccount::firstOrNew([ 
+        $connected_account = ConnectedAccount::firstOrNew([
             'provider' => $provider,
-            'provider_id' => $providerUser->id
+            'provider_id' => $providerUser->id,
         ], [
             'token' => $providerUser->token,
             'secret' => $providerUser->tokenSecret,
             'refresh_token' => $providerUser->refreshToken,
             'expires_at' => $providerUser->expiresIn,
-            'verified_at' => false
+            'verified_at' => false,
         ]);
 
         // already linked and verified, let's go login!
         if (
-            $connected_account->exists 
-            && !is_null($connected_account->verified_at)
+            $connected_account->exists
+            && ! is_null($connected_account->verified_at)
         ) {
 
             Auth::login($connected_account->user, true);
@@ -67,20 +64,20 @@ class ConnectedAccountController extends Controller
         }
 
         // new user, let's create one
-        if (!$user = User::where('email', $providerUser->email)->first()) {
+        if (! $user = User::where('email', $providerUser->email)->first()) {
 
             $user = User::create([
                 'name' => $providerUser->name,
                 'email' => $providerUser->email,
-                'email_verified_at' => now()
+                'email_verified_at' => now(),
             ]);
-    
+
             $connected_account->user_id = $user->id;
             $connected_account->verified_at = now();
             $connected_account->save();
-    
+
             Auth::login($user, true);
-    
+
             return redirect(route('dashboard'));
         }
 
@@ -91,23 +88,23 @@ class ConnectedAccountController extends Controller
         $user->notify(new VerifyConnectedAccountNotification($connected_account->id));
 
         return redirect(route('login'))
-                ->with('status', __(
-                    'Account already exists. Check your email to connect your :provider account.', 
-                    ['provider' => config("services.$provider.name")]
-                ));
+            ->with('status', __(
+                'Account already exists. Check your email to connect your :provider account.',
+                ['provider' => config("services.$provider.name")]
+            ));
     }
 
     protected function validateProvider($provider): void
     {
-        if (!in_array($provider, explode(',', config('services.enabled_login_providers')))) {
-            
+        if (! in_array($provider, explode(',', config('services.enabled_login_providers')))) {
+
             throw new Exception('Please provide a valid social provider.');
         }
     }
 
     public function verify(ConnectedAccount $connected_account)
     {
-        if (!$connected_account->verified_at) {
+        if (! $connected_account->verified_at) {
 
             // mark request as verified
             $connected_account->verified_at = now();
@@ -127,8 +124,8 @@ class ConnectedAccountController extends Controller
                 'css' => 'alert-success',
                 'icon' => Blade::render("<x-mary-icon class='w-7 h-7' name='o-check-circle' />"),
                 'position' => 'toast-top toast-end',
-                'timeout' => '5000'
-            ]
+                'timeout' => '5000',
+            ],
         ]));
     }
 }

app/Http/Controllers/Controller.php

@@ -1,8 +1,8 @@
 <?php
- 
+
 namespace App\Http\Controllers;
- 
+
 abstract class Controller
 {
     //
-}
+}

app/Http/Controllers/DashboardController.php

@@ -16,15 +16,15 @@ class DashboardController extends Controller
 
         // get portfolio metrics
         $metrics = cache()->remember(
-            'dashboard-metrics-' . $user->id, 
-            10, 
+            'dashboard-metrics-'.$user->id,
+            10,
             function () {
                 return
                  Holding::query()
-                    ->myHoldings()
-                    ->withoutWishlists()
-                    ->withPortfolioMetrics()
-                    ->first();
+                     ->myHoldings()
+                     ->withoutWishlists()
+                     ->withPortfolioMetrics()
+                     ->first();
             }
         );
 

app/Http/Controllers/HoldingController.php

@@ -8,21 +8,20 @@ use Illuminate\Http\Request;
 
 class HoldingController extends Controller
 {
-
     /**
      * Display the specified resource.
      */
-    public function show(Request $request, Portfolio $portfolio, String $symbol)
+    public function show(Request $request, Portfolio $portfolio, string $symbol)
     {
         $holding = Holding::with([
-                            'market_data',
-                            'transactions' => function ($query) use ($symbol) {
-                                $query->where('transactions.symbol', $symbol);
-                            }
-                        ])
-                        ->symbol($symbol)
-                        ->portfolio($portfolio->id)
-                        ->firstOrFail();
+            'market_data',
+            'transactions' => function ($query) use ($symbol) {
+                $query->where('transactions.symbol', $symbol);
+            },
+        ])
+            ->symbol($symbol)
+            ->portfolio($portfolio->id)
+            ->firstOrFail();
 
         $formattedTransactions = $holding->getFormattedTransactions();
 

app/Http/Controllers/InvitedOnboardingController.php

@@ -2,21 +2,19 @@
 
 namespace App\Http\Controllers;
 
-use App\Models\User;
 use App\Models\Portfolio;
+use App\Models\User;
 use Illuminate\Http\Request;
 
 class InvitedOnboardingController extends Controller
 {
-
     /**
      * Check if the invited user needs a password?
-     *
      */
     public function __invoke(Request $request, Portfolio $portfolio, User $user)
     {
 
-        if (!$request->hasValidSignature()) {
+        if (! $request->hasValidSignature()) {
             abort(401, 'Invalid signature');
         }
 
@@ -26,7 +24,7 @@ class InvitedOnboardingController extends Controller
             // route to create password form
             return view('auth.invited-onboarding', [
                 'portfolio' => $portfolio,
-                'user' => $user
+                'user' => $user,
             ]);
         }
 

app/Http/Controllers/PortfolioController.php

@@ -9,7 +9,6 @@ use Illuminate\Support\Facades\Gate;
 
 class PortfolioController extends Controller
 {
-
     /**
      * Show the form for creating a new resource.
      */
@@ -26,21 +25,21 @@ class PortfolioController extends Controller
         Gate::authorize('readOnly', $portfolio);
 
         $portfolio->load(['transactions', 'holdings']);
-        
+
         // get portfolio metrics
         $metrics = cache()->remember(
-            'portfolio-metrics-' . $portfolio->id, 
-            60, 
+            'portfolio-metrics-'.$portfolio->id,
+            60,
             function () use ($portfolio) {
                 return Holding::query()
-                        ->portfolio($portfolio->id)
-                        ->withPortfolioMetrics()
-                        ->first();
+                    ->portfolio($portfolio->id)
+                    ->withPortfolioMetrics()
+                    ->first();
             }
         );
 
         $formattedHoldings = $portfolio->getFormattedHoldings();
-        
+
         return view('portfolio.show', compact(['portfolio', 'metrics', 'formattedHoldings']));
     }
 }

app/Http/Controllers/TransactionController.php

@@ -4,7 +4,6 @@ namespace App\Http\Controllers;
 
 class TransactionController extends Controller
 {
-
     /**
      * Display the specified resource.
      */

app/Http/Middleware/SetLocale.php

@@ -14,7 +14,7 @@ class SetLocale
      */
     public function handle(Request $request, Closure $next)
     {
-        if (!session()->has('locale')) {
+        if (! session()->has('locale')) {
             session()->put('locale', $request->getPreferredLanguage(
                 config('app.available_locales')
             ));
@@ -24,4 +24,4 @@ class SetLocale
 
         return $next($request);
     }
-}
+}

app/Http/Requests/FormRequest.php

@@ -6,9 +6,8 @@ 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};
-    } 
-}
+    }
+}

app/Http/Requests/HoldingRequest.php

@@ -2,11 +2,8 @@
 
 namespace App\Http\Requests;
 
-use App\Http\Requests\FormRequest;
-
 class HoldingRequest extends FormRequest
 {
-
     /**
      * Get the validation rules that apply to the request.
      *
@@ -16,7 +13,7 @@ class HoldingRequest extends FormRequest
     {
 
         $rules = [
-            'reinvest_dividends' => ['sometimes', 'boolean']
+            'reinvest_dividends' => ['sometimes', 'boolean'],
         ];
 
         return $rules;

app/Http/Requests/PortfolioRequest.php

@@ -2,11 +2,8 @@
 
 namespace App\Http\Requests;
 
-use App\Http\Requests\FormRequest;
-
 class PortfolioRequest extends FormRequest
 {
-
     /**
      * Get the validation rules that apply to the request.
      *
@@ -21,9 +18,9 @@ class PortfolioRequest extends FormRequest
             'wishlist' => ['sometimes', 'nullable', 'boolean'],
         ];
 
-        if (!is_null($this->portfolio)) {
+        if (! is_null($this->portfolio)) {
             $rules['title'][0] = 'sometimes';
-        } 
+        }
 
         return $rules;
     }

app/Http/Requests/TransactionRequest.php

@@ -3,18 +3,16 @@
 namespace App\Http\Requests;
 
 use App\Models\Portfolio;
-use App\Http\Requests\FormRequest;
-use App\Rules\SymbolValidationRule;
 use App\Rules\QuantityValidationRule;
+use App\Rules\SymbolValidationRule;
 
 class TransactionRequest extends FormRequest
 {
-
     protected function prepareForValidation(): void
     {
 
         $this->merge([
-            'portfolio' => Portfolio::find($this->requestOrModelValue('portfolio_id', 'transaction'))
+            'portfolio' => Portfolio::find($this->requestOrModelValue('portfolio_id', 'transaction')),
         ]);
     }
 
@@ -25,28 +23,28 @@ class TransactionRequest extends FormRequest
      */
     public function rules(): array
     {
-        
+
         $rules = [
             'portfolio_id' => ['required', 'exists:portfolios,id'],
             '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')],
+            'date' => ['required', 'date_format:Y-m-d', 'before_or_equal:'.now()->format('Y-m-d')],
             'quantity' => [
-                'required', 
-                'numeric', 
-                'min:0', 
+                'required',
+                'numeric',
+                'min:0',
                 new QuantityValidationRule(
                     $this->input('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($this->transaction)) {
+        if (! is_null($this->transaction)) {
             $rules['portfolio_id'][0] = 'sometimes';
             $rules['symbol'][0] = 'sometimes';
             $rules['transaction_type'][0] = 'sometimes';
@@ -64,7 +62,7 @@ class TransactionRequest extends FormRequest
             ) {
                 $rules['cost_basis'][0] = 'required';
             }
-        } 
+        }
 
         return $rules;
     }

app/Http/Resources/HoldingResource.php

@@ -31,7 +31,7 @@ class HoldingResource extends JsonResource
             'market_gain_dollars' => $this->market_gain_dollars,
             'market_gain_percent' => $this->market_gain_percent,
             'created_at' => $this->created_at,
-            'updated_at' => $this->updated_at
+            'updated_at' => $this->updated_at,
         ];
     }
 }

app/Http/Resources/UserResource.php

@@ -8,7 +8,7 @@ use Illuminate\Http\Request;
 use Illuminate\Http\Resources\Json\JsonResource;
 
 class UserResource extends JsonResource
-{   
+{
     /**
      * Transform the resource into an array.
      *

app/Imports/BackupImport.php

@@ -2,39 +2,35 @@
 
 namespace App\Imports;
 
-use App\Models\User;
-use App\Imports\Sheets\PortfoliosSheet;
-use Illuminate\Support\Facades\Artisan;
+use App\Console\Commands\RefreshDividendData;
+use App\Console\Commands\RefreshMarketData;
 use App\Console\Commands\SyncDailyChange;
 use App\Console\Commands\SyncHoldingData;
 use App\Imports\Sheets\DailyChangesSheet;
+use App\Imports\Sheets\PortfoliosSheet;
 use App\Imports\Sheets\TransactionsSheet;
-use Maatwebsite\Excel\Events\AfterImport;
+use App\Models\BackupImport as BackupImportModel;
+use App\Models\User;
+use Illuminate\Support\Facades\Artisan;
 use Maatwebsite\Excel\Concerns\Importable;
 use Maatwebsite\Excel\Concerns\WithEvents;
+use Maatwebsite\Excel\Concerns\WithMultipleSheets;
+use Maatwebsite\Excel\Events\AfterImport;
 use Maatwebsite\Excel\Events\BeforeImport;
 use Maatwebsite\Excel\Events\ImportFailed;
-use App\Console\Commands\RefreshMarketData;
-use App\Console\Commands\RefreshDividendData;
-use App\Models\BackupImport as BackupImportModel;
-use Maatwebsite\Excel\Concerns\WithMultipleSheets;
 
-class BackupImport implements WithMultipleSheets, WithEvents
+class BackupImport implements WithEvents, WithMultipleSheets
 {
-
     use Importable;
 
     public function __construct(
         public BackupImportModel $backupImportModel
-    ) { }
+    ) {}
 
-    /**
-     * @return array
-     */
     public function registerEvents(): array
     {
         return [
-            BeforeImport::class => fn() => $this->backupImportModel->update([
+            BeforeImport::class => fn () => $this->backupImportModel->update([
                 'status' => 'in_progress',
                 'message' => __('Import is in progress...'),
             ]),
@@ -43,24 +39,24 @@ class BackupImport implements WithMultipleSheets, WithEvents
                 $this->backupImportModel->update([
                     'status' => 'success',
                     'message' => 'Import completed successfully!',
-                    'completed_at' => now()
+                    'completed_at' => now(),
                 ]);
-                
+
                 Artisan::queue(RefreshMarketData::class, ['--user' => $this->backupImportModel->user_id, '--force' => true])
                     ->chain([
-                        fn() => Artisan::call(RefreshDividendData::class, ['--user' => $this->backupImportModel->user_id, '--force' => true]),
-                        fn() => Artisan::call(SyncHoldingData::class, ['--user' => $this->backupImportModel->user_id]),
-                        fn() => User::find($this->backupImportModel->user_id)->portfolios->each(function($portfolio) {
+                        fn () => Artisan::call(RefreshDividendData::class, ['--user' => $this->backupImportModel->user_id, '--force' => true]),
+                        fn () => Artisan::call(SyncHoldingData::class, ['--user' => $this->backupImportModel->user_id]),
+                        fn () => User::find($this->backupImportModel->user_id)->portfolios->each(function ($portfolio) {
 
                             Artisan::queue(SyncDailyChange::class, ['portfolio_id' => $portfolio->id]);
-                        })
+                        }),
                     ]);
             },
-            ImportFailed::class => fn(ImportFailed $event) => $this->backupImportModel->update([
+            ImportFailed::class => fn (ImportFailed $event) => $this->backupImportModel->update([
                 'status' => 'failed',
-                'message' => 'Error: '. substr($event->getException()->getMessage(), 0, 220),
+                'message' => 'Error: '.substr($event->getException()->getMessage(), 0, 220),
                 'has_errors' => true,
-                'completed_at' => now()
+                'completed_at' => now(),
             ]),
         ];
     }

app/Imports/Sheets/DailyChangesSheet.php

@@ -3,42 +3,39 @@
 namespace App\Imports\Sheets;
 
 use App\Imports\ValidatesPortfolioAccess;
-use App\Models\DailyChange;
 use App\Models\BackupImport;
+use App\Models\DailyChange;
 use Illuminate\Support\Carbon;
 use Illuminate\Support\Collection;
 use Illuminate\Support\Facades\DB;
-use Maatwebsite\Excel\Events\BeforeSheet;
-use Maatwebsite\Excel\Concerns\WithEvents;
-use Maatwebsite\Excel\Concerns\ToCollection;
 use Maatwebsite\Excel\Concerns\SkipsEmptyRows;
+use Maatwebsite\Excel\Concerns\ToCollection;
+use Maatwebsite\Excel\Concerns\WithEvents;
 use Maatwebsite\Excel\Concerns\WithHeadingRow;
 use Maatwebsite\Excel\Concerns\WithValidation;
+use Maatwebsite\Excel\Events\BeforeSheet;
 
-class DailyChangesSheet implements ToCollection, WithHeadingRow, WithValidation, SkipsEmptyRows, WithEvents
+class DailyChangesSheet implements SkipsEmptyRows, ToCollection, WithEvents, WithHeadingRow, WithValidation
 {
     use ValidatesPortfolioAccess;
 
     public function __construct(
         public BackupImport $backupImport
-    ) { }
+    ) {}
 
-    /**
-     * @return array
-     */
     public function registerEvents(): array
     {
         return [
-            BeforeSheet::class => function(BeforeSheet $event) {
+            BeforeSheet::class => function (BeforeSheet $event) {
                 DB::commit();
                 $this->backupImport->update([
                     'message' => __('Importing daily changes...'),
                 ]);
                 DB::beginTransaction();
-            }
+            },
         ];
     }
-    
+
     public function collection(Collection $dailyChanges)
     {
         $dailyChanges->chunk($this->batchSize())->each(function ($chunk) {
@@ -56,7 +53,7 @@ class DailyChangesSheet implements ToCollection, WithHeadingRow, WithValidation,
                     'realized_gains' => $dailyChange['realized_gains'],
                     'annotation' => $dailyChange['annotation'],
                     'portfolio_id' => $dailyChange['portfolio_id'],
-                    'date' => Carbon::parse($dailyChange['date'])->format('Y-m-d')
+                    'date' => Carbon::parse($dailyChange['date'])->format('Y-m-d'),
                 ];
             });
 
@@ -71,7 +68,7 @@ class DailyChangesSheet implements ToCollection, WithHeadingRow, WithValidation,
                     'realized_gains',
                     'annotation',
                     'portfolio_id',
-                    'date'
+                    'date',
                 ]
             );
         });
@@ -85,7 +82,7 @@ class DailyChangesSheet implements ToCollection, WithHeadingRow, WithValidation,
     public function rules(): array
     {
         return [
-            'portfolio_id' => ['required', 'uuid'], 
+            'portfolio_id' => ['required', 'uuid'],
             'date' => ['required', 'date'],
             'total_market_value' => ['sometimes', 'nullable', 'numeric'],
             'total_cost_basis' => ['sometimes', 'nullable', 'min:0', 'numeric'],

app/Imports/Sheets/PortfoliosSheet.php

@@ -2,36 +2,33 @@
 
 namespace App\Imports\Sheets;
 
-use App\Models\Portfolio;
 use App\Models\BackupImport;
+use App\Models\Portfolio;
 use Illuminate\Support\Collection;
 use Illuminate\Support\Facades\DB;
-use Maatwebsite\Excel\Events\BeforeSheet;
-use Maatwebsite\Excel\Concerns\WithEvents;
-use Maatwebsite\Excel\Concerns\ToCollection;
 use Maatwebsite\Excel\Concerns\SkipsEmptyRows;
+use Maatwebsite\Excel\Concerns\ToCollection;
+use Maatwebsite\Excel\Concerns\WithEvents;
 use Maatwebsite\Excel\Concerns\WithHeadingRow;
 use Maatwebsite\Excel\Concerns\WithValidation;
+use Maatwebsite\Excel\Events\BeforeSheet;
 
-class PortfoliosSheet implements ToCollection, WithValidation, WithHeadingRow, SkipsEmptyRows, WithEvents
+class PortfoliosSheet implements SkipsEmptyRows, ToCollection, WithEvents, WithHeadingRow, WithValidation
 {
     public function __construct(
         public BackupImport $backupImport
-    ) { }
-    
-    /**
-     * @return array
-     */
+    ) {}
+
     public function registerEvents(): array
     {
         return [
-            BeforeSheet::class => function(BeforeSheet $event) {
+            BeforeSheet::class => function (BeforeSheet $event) {
                 DB::commit();
                 $this->backupImport->update([
                     'message' => __('Importing portfolios...'),
                 ]);
                 DB::beginTransaction();
-            }
+            },
         ];
     }
 
@@ -42,7 +39,7 @@ class PortfoliosSheet implements ToCollection, WithValidation, WithHeadingRow, S
             Portfolio::unguard(); // ensures we can set an owner for the portfolio
 
             $portfolio = Portfolio::fullAccess($this->backupImport->user_id)->updateOrCreate([
-                'id' => $portfolio['portfolio_id']
+                'id' => $portfolio['portfolio_id'],
             ], [
                 'id' => $portfolio['portfolio_id'] ?? null,
                 'title' => $portfolio['title'],

app/Imports/Sheets/TransactionsSheet.php

@@ -3,42 +3,38 @@
 namespace App\Imports\Sheets;
 
 use App\Imports\ValidatesPortfolioAccess;
+use App\Models\BackupImport;
 use App\Models\Holding;
 use App\Models\Transaction;
-use Illuminate\Support\Str;
-use App\Models\BackupImport;
 use Illuminate\Support\Carbon;
 use Illuminate\Support\Collection;
 use Illuminate\Support\Facades\DB;
-use Maatwebsite\Excel\Events\BeforeSheet;
-use Maatwebsite\Excel\Concerns\WithEvents;
-use Maatwebsite\Excel\Concerns\ToCollection;
+use Illuminate\Support\Str;
 use Maatwebsite\Excel\Concerns\SkipsEmptyRows;
+use Maatwebsite\Excel\Concerns\ToCollection;
+use Maatwebsite\Excel\Concerns\WithEvents;
 use Maatwebsite\Excel\Concerns\WithHeadingRow;
 use Maatwebsite\Excel\Concerns\WithValidation;
+use Maatwebsite\Excel\Events\BeforeSheet;
 
-class TransactionsSheet implements ToCollection, WithHeadingRow, WithValidation, SkipsEmptyRows, WithEvents
+class TransactionsSheet implements SkipsEmptyRows, ToCollection, WithEvents, WithHeadingRow, WithValidation
 {
-
     use ValidatesPortfolioAccess;
 
     public function __construct(
         public BackupImport $backupImport
-    ) { }
+    ) {}
 
-    /**
-     * @return array
-     */
     public function registerEvents(): array
     {
         return [
-            BeforeSheet::class => function(BeforeSheet $event) {
+            BeforeSheet::class => function (BeforeSheet $event) {
                 DB::commit();
                 $this->backupImport->update([
                     'message' => __('Importing transactions...'),
                 ]);
                 DB::beginTransaction();
-            }
+            },
         ];
     }
 
@@ -62,7 +58,7 @@ class TransactionsSheet implements ToCollection, WithHeadingRow, WithValidation,
                     'sale_price' => $transaction['sale_price'],
                     'split' => boolval($transaction['split']) ? 1 : 0,
                     'reinvested_dividend' => boolval($transaction['reinvested_dividend']) ? 1 : 0,
-                    'date' => Carbon::parse($transaction['date'])->format('Y-m-d')
+                    'date' => Carbon::parse($transaction['date'])->format('Y-m-d'),
                 ];
             });
 
@@ -79,23 +75,23 @@ class TransactionsSheet implements ToCollection, WithHeadingRow, WithValidation,
                     'sale_price',
                     'split',
                     'reinvested_dividend',
-                    'date'
+                    'date',
                 ]
             );
 
             // stub out related holdings
-            $chunk->unique(fn($item) => $item['symbol'] . $item['portfolio_id'])
-                    ->each(function($holding) {
-                        
-                        Holding::firstOrCreate([
-                            'symbol' => $holding['symbol'],
-                            'portfolio_id' => $holding['portfolio_id']
-                        ], [
-                            'quantity' => 0,
-                            'average_cost_basis' => 0,
-                            'splits_synced_at' => now(),
-                        ]);
-                    });
+            $chunk->unique(fn ($item) => $item['symbol'].$item['portfolio_id'])
+                ->each(function ($holding) {
+
+                    Holding::firstOrCreate([
+                        'symbol' => $holding['symbol'],
+                        'portfolio_id' => $holding['portfolio_id'],
+                    ], [
+                        'quantity' => 0,
+                        'average_cost_basis' => 0,
+                        'splits_synced_at' => now(),
+                    ]);
+                });
         });
     }
 

app/Imports/ValidatesPortfolioAccess.php

@@ -6,19 +6,18 @@ use App\Models\Portfolio;
 
 trait ValidatesPortfolioAccess
 {
-
     public function validatePortfolioAccess($collection)
     {
 
         $uniquePortfolios = $collection->unique('portfolio_id')->pluck('portfolio_id');
         $countPortfoliosWithAccess = Portfolio::fullAccess($this->backupImport->user_id)
-                                        ->whereIn('id', $uniquePortfolios)
-                                        ->count();
+            ->whereIn('id', $uniquePortfolios)
+            ->count();
 
         if (
             $countPortfoliosWithAccess < $uniquePortfolios->count()
         ) {
-            throw new \Exception(__("You do not have access to that portfolio."));
+            throw new \Exception(__('You do not have access to that portfolio.'));
         }
     }
 }

app/Interfaces/MarketData/AlphaVantageMarketData.php

@@ -2,33 +2,35 @@
 
 namespace App\Interfaces\MarketData;
 
+use App\Interfaces\MarketData\Types\Dividend;
+use App\Interfaces\MarketData\Types\Ohlc;
+use App\Interfaces\MarketData\Types\Quote;
+use App\Interfaces\MarketData\Types\Split;
 use Illuminate\Support\Arr;
 use Illuminate\Support\Carbon;
 use Illuminate\Support\Collection;
-use App\Interfaces\MarketData\Types\Quote;
-use App\Interfaces\MarketData\Types\Split;
-use App\Interfaces\MarketData\Types\Dividend;
-use App\Interfaces\MarketData\Types\Ohlc;
 use Tschucki\Alphavantage\Facades\Alphavantage;
 
 class AlphaVantageMarketData implements MarketDataInterface
 {
-    public function exists(String $symbol): Bool
+    public function exists(string $symbol): bool
     {
 
         return $this->quote($symbol)->isNotEmpty();
     }
 
-    public function quote(String $symbol): Quote
+    public function quote(string $symbol): Quote
     {
         $quote = Alphavantage::core()->quoteEndpoint($symbol);
         $quote = Arr::get($quote, 'Global Quote', []);
 
-        if (empty($quote)) return new Quote();
+        if (empty($quote)) {
+            return new Quote;
+        }
 
         $fundamental = cache()->remember(
-            'av-symbol-'.$symbol, 
-            1440, 
+            'av-symbol-'.$symbol,
+            1440,
             function () use ($symbol) {
                 return Alphavantage::fundamentals()->overview($symbol);
             }
@@ -49,71 +51,71 @@ class AlphaVantageMarketData implements MarketDataInterface
                         : null,
             'dividend_yield' => Arr::get($fundamental, 'DividendYield') != 'None'
                         ? Arr::get($fundamental, 'DividendYield')
-                        : null
-        ]);        
+                        : null,
+        ]);
     }
 
-    public function dividends(String $symbol, $startDate, $endDate): Collection
+    public function dividends(string $symbol, $startDate, $endDate): Collection
     {
         $dividends = Alphavantage::fundamentals()->dividends($symbol);
         $dividends = Arr::get($dividends, 'data', []);
 
         return collect($dividends)
-                        ->filter(function($dividend) use ($startDate, $endDate) {
-                            
-                            return Carbon::parse(Arr::get($dividend, 'ex_dividend_date'))->between($startDate, $endDate);
-                        })
-                        ->map(function($dividend) use ($symbol) {
-                            
-                            return new Dividend([
-                                'symbol' => $symbol,
-                                'date' => Carbon::parse(Arr::get($dividend, 'ex_dividend_date')),
-                                'dividend_amount' => Arr::get($dividend, 'amount'),
-                            ]);
-                        });
+            ->filter(function ($dividend) use ($startDate, $endDate) {
+
+                return Carbon::parse(Arr::get($dividend, 'ex_dividend_date'))->between($startDate, $endDate);
+            })
+            ->map(function ($dividend) use ($symbol) {
+
+                return new Dividend([
+                    'symbol' => $symbol,
+                    'date' => Carbon::parse(Arr::get($dividend, 'ex_dividend_date')),
+                    'dividend_amount' => Arr::get($dividend, 'amount'),
+                ]);
+            });
     }
 
-    public function splits(String $symbol, $startDate, $endDate): Collection
-    {   
+    public function splits(string $symbol, $startDate, $endDate): Collection
+    {
         $splits = Alphavantage::fundamentals()->splits($symbol);
         $splits = Arr::get($splits, 'data', []);
 
         return collect($splits)
-                        ->filter(function($split) use ($startDate, $endDate) {
-                                            
-                            return Carbon::parse(Arr::get($split, 'effective_date'))->between($startDate, $endDate);
-                        })
-                        ->map(function($split) use ($symbol) {
-                            
-                            return new Split([
-                                'symbol' => $symbol,
-                                'date' => Carbon::parse(Arr::get($split, 'effective_date')),
-                                'split_amount' => Arr::get($split, 'split_factor'),
-                            ]);
-                        });
+            ->filter(function ($split) use ($startDate, $endDate) {
+
+                return Carbon::parse(Arr::get($split, 'effective_date'))->between($startDate, $endDate);
+            })
+            ->map(function ($split) use ($symbol) {
+
+                return new Split([
+                    'symbol' => $symbol,
+                    'date' => Carbon::parse(Arr::get($split, 'effective_date')),
+                    'split_amount' => Arr::get($split, 'split_factor'),
+                ]);
+            });
     }
 
-    public function history(String $symbol, $startDate, $endDate): Collection
+    public function history(string $symbol, $startDate, $endDate): Collection
     {
 
         $history = Alphavantage::timeSeries()->daily($symbol, 'full');
 
         $history = Arr::get($history, 'Time Series (Daily)', []);
-        
+
         return collect($history)
-                    ->filter(function ($history, $date) use ($startDate, $endDate) {
+            ->filter(function ($history, $date) use ($startDate, $endDate) {
 
-                        return Carbon::parse($date)->between($startDate, $endDate);
-                    })
-                    ->mapWithKeys(function($history, $date) use ($symbol) {
+                return Carbon::parse($date)->between($startDate, $endDate);
+            })
+            ->mapWithKeys(function ($history, $date) use ($symbol) {
 
-                        $date = Carbon::parse($date)->format('Y-m-d');
-                        
-                        return [ $date => new Ohlc([
-                                'symbol' => $symbol,
-                                'date' => $date,
-                                'close' => Arr::get($history, '4. close')
-                            ]) ];
-                    });
+                $date = Carbon::parse($date)->format('Y-m-d');
+
+                return [$date => new Ohlc([
+                    'symbol' => $symbol,
+                    'date' => $date,
+                    'close' => Arr::get($history, '4. close'),
+                ])];
+            });
     }
-}
+}

app/Interfaces/MarketData/FakeMarketData.php

@@ -2,22 +2,22 @@
 
 namespace App\Interfaces\MarketData;
 
-use Illuminate\Support\Carbon;
-use Illuminate\Support\Collection;
-use App\Interfaces\MarketData\Types\Quote;
 use App\Interfaces\MarketData\Types\Dividend;
 use App\Interfaces\MarketData\Types\Ohlc;
+use App\Interfaces\MarketData\Types\Quote;
 use App\Interfaces\MarketData\Types\Split;
+use Illuminate\Support\Carbon;
+use Illuminate\Support\Collection;
 
 class FakeMarketData implements MarketDataInterface
 {
-    public function exists(String $symbol): Bool
+    public function exists(string $symbol): bool
     {
 
         return true;
     }
 
-    public function quote(String $symbol): Quote
+    public function quote(string $symbol): Quote
     {
 
         return new Quote([
@@ -31,11 +31,11 @@ class FakeMarketData implements MarketDataInterface
             'market_cap' => 9800700600,
             'book_value' => 4.7,
             'last_dividend_date' => now()->subDays(45),
-            'dividend_yield' => 0.033
+            'dividend_yield' => 0.033,
         ]);
     }
 
-    public function dividends(String $symbol, $startDate, $endDate): Collection
+    public function dividends(string $symbol, $startDate, $endDate): Collection
     {
 
         return collect([
@@ -57,23 +57,23 @@ class FakeMarketData implements MarketDataInterface
         ]);
     }
 
-    public function splits(String $symbol, $startDate, $endDate): Collection
-    {   
+    public function splits(string $symbol, $startDate, $endDate): Collection
+    {
 
         return collect([
             new Split([
                 'symbol' => $symbol,
                 'date' => now()->subMonths(36),
                 'split_amount' => 10,
-            ])
+            ]),
         ]);
     }
 
-    public function history(String $symbol, $startDate, $endDate): Collection
+    public function history(string $symbol, $startDate, $endDate): Collection
     {
         $numDays = Carbon::parse($startDate)->diffInDays($endDate, true);
 
-        for ($i = 0; $i < $numDays; $i++) { 
+        for ($i = 0; $i < $numDays; $i++) {
 
             $date = now()->subDays($i)->format('Y-m-d');
 
@@ -83,7 +83,7 @@ class FakeMarketData implements MarketDataInterface
                 'close' => rand(150, 400),
             ]);
         }
-        
+
         return collect($series);
     }
-}
+}

app/Interfaces/MarketData/FallbackInterface.php

@@ -6,21 +6,20 @@ use Illuminate\Support\Facades\Log;
 
 class FallbackInterface
 {
-
     protected string $latest_error;
 
     public function __call($method, $arguments)
     {
 
         $providers = explode(',', config('investbrain.provider', 'yahoo'));
-        
+
         foreach ($providers as $provider) {
 
             $provider = trim($provider);
 
             try {
 
-                if (!in_array($provider, array_keys(config('investbrain.interfaces', [])))) {
+                if (! in_array($provider, array_keys(config('investbrain.interfaces', [])))) {
 
                     throw new \Exception("Provider [{$provider}] is not a valid market data interface.");
                 }
@@ -30,7 +29,7 @@ class FallbackInterface
                 return app()->make($provider_class_name)->$method(...$arguments);
 
             } catch (\Throwable $e) {
-                
+
                 $this->latest_error = $e->getMessage();
 
                 Log::warning("Failed calling method {$method} ({$provider}): {$this->latest_error}");

app/Interfaces/MarketData/FinnhubMarketData.php

@@ -2,13 +2,13 @@
 
 namespace App\Interfaces\MarketData;
 
-use Illuminate\Support\Arr;
-use Illuminate\Support\Carbon;
-use Illuminate\Support\Collection;
+use App\Interfaces\MarketData\Types\Dividend;
 use App\Interfaces\MarketData\Types\Ohlc;
 use App\Interfaces\MarketData\Types\Quote;
 use App\Interfaces\MarketData\Types\Split;
-use App\Interfaces\MarketData\Types\Dividend;
+use Illuminate\Support\Arr;
+use Illuminate\Support\Carbon;
+use Illuminate\Support\Collection;
 
 class FinnhubMarketData implements MarketDataInterface
 {
@@ -16,13 +16,14 @@ class FinnhubMarketData implements MarketDataInterface
 
     public function __construct()
     {
-        
+
         $this->client = new \Finnhub\Api\DefaultApi(
-            new \GuzzleHttp\Client(),
+            new \GuzzleHttp\Client,
             \Finnhub\Configuration::getDefaultConfiguration()->setApiKey('token', config('finnhub.key'))
         );
     }
-    public function exists(String $symbol): Bool
+
+    public function exists(string $symbol): bool
     {
 
         return $this->quote($symbol)->isNotEmpty();
@@ -32,20 +33,22 @@ class FinnhubMarketData implements MarketDataInterface
     {
         $quote = $this->client->quote($symbol);
 
-        if (empty($quote)) return new Quote();
-    
+        if (empty($quote)) {
+            return new Quote;
+        }
+
         $fundamental = cache()->remember(
-            'fh-symbol-'.$symbol, 
-            1440, 
+            'fh-symbol-'.$symbol,
+            1440,
             function () use ($symbol) {
-                return $this->client->companyBasicFinancials($symbol, "all");
+                return $this->client->companyBasicFinancials($symbol, 'all');
             }
         );
-    
+
         return new Quote([
             'name' => Arr::get($fundamental, 'metric.name'),
             'symbol' => $symbol,
-            'market_value' => Arr::get($quote, 'c'), 
+            'market_value' => Arr::get($quote, 'c'),
             'fifty_two_week_high' => Arr::get($fundamental, 'metric.52WeekHigh'),
             'fifty_two_week_low' => Arr::get($fundamental, 'metric.52WeekLow'),
             'forward_pe' => Arr::get($fundamental, 'metric.forwardPE'), // confirm
@@ -54,15 +57,15 @@ class FinnhubMarketData implements MarketDataInterface
             'book_value' => Arr::get($fundamental, 'metric.bookValuePerShare'), // confirm
             'last_dividend_date' => Arr::get($fundamental, 'metric.lastDivDate'), // confirm
             'dividend_yield' => Arr::get($fundamental, 'metric.dividendYield'), // confirm
-        ]);      
+        ]);
     }
 
     public function dividends($symbol, $startDate, $endDate): Collection
     {
         $dividends = $this->client->stockDividends($symbol, $startDate->format('Y-m-d'), $endDate->format('Y-m-d'));
-        
-        return collect($dividends)->map(function($dividend) use ($symbol) {
-                            
+
+        return collect($dividends)->map(function ($dividend) use ($symbol) {
+
             return new Dividend([
                 'symbol' => $symbol,
                 'date' => Carbon::parse(Arr::get($dividend, 'date')),
@@ -72,12 +75,12 @@ class FinnhubMarketData implements MarketDataInterface
     }
 
     public function splits($symbol, $startDate, $endDate): Collection
-    {   
+    {
 
         $splits = $this->client->stockSplits($symbol, $startDate->format('Y-m-d'), $endDate->format('Y-m-d'));
 
-        return collect($splits)->map(function($split) use ($symbol) {
-            
+        return collect($splits)->map(function ($split) use ($symbol) {
+
             return new Split([
                 'symbol' => $symbol,
                 'date' => Carbon::parse(Arr::get($split, 'date')),
@@ -89,18 +92,19 @@ class FinnhubMarketData implements MarketDataInterface
     public function history($symbol, $startDate, $endDate): Collection
     {
 
-        $history = $this->client->stockCandles($symbol, "D", $startDate->timestamp, $endDate->timestamp);
+        $history = $this->client->stockCandles($symbol, 'D', $startDate->timestamp, $endDate->timestamp);
 
         $timestamps = Arr::get($history, 't', []);
         $closes = Arr::get($history, 'c', []);
 
         return collect($timestamps)->mapWithKeys(function ($timestamp, $index) use ($symbol, $closes) {
             $date = Carbon::createFromTimestamp($timestamp)->format('Y-m-d');
-            return [ $date => new Ohlc([
+
+            return [$date => new Ohlc([
                 'symbol' => $symbol,
                 'date' => $date,
                 'close' => $closes[$index],
-            ]) ];
+            ])];
         });
     }
-}
+}

app/Interfaces/MarketData/MarketDataInterface.php

@@ -2,59 +2,33 @@
 
 namespace App\Interfaces\MarketData;
 
-use Illuminate\Support\Collection;
 use App\Interfaces\MarketData\Types\Quote;
+use Illuminate\Support\Collection;
 
 interface MarketDataInterface
 {
     /**
      * Does this symbol actually exist?
-     * 
-     * @param String $symbol
-     * 
-     * @return Bool
      */
-    public function exists(String $symbol): Bool;
+    public function exists(string $symbol): bool;
 
     /**
      * Get quote data
-     * 
-     * @param String $symbol
-     * 
-     * @return Quote
      */
-    public function quote(String $symbol): Quote;
+    public function quote(string $symbol): Quote;
 
     /**
      * Get dividend data
-     * 
-     * @param String $symbol
-     * @param \DateTimeInterface $startDate
-     * @param \DateTimeInterface $endDate
-     * 
-     * @return Collection
      */
-    public function dividends(String $symbol, \DateTimeInterface $startDate, \DateTimeInterface $endDate): Collection;
+    public function dividends(string $symbol, \DateTimeInterface $startDate, \DateTimeInterface $endDate): Collection;
 
     /**
      * Get split data
-     * 
-     * @param String $symbol
-     * @param \DateTimeInterface $startDate
-     * @param \DateTimeInterface $endDate
-     * 
-     * @return Collection
      */
-    public function splits(String $symbol, \DateTimeInterface $startDate, \DateTimeInterface $endDate): Collection;
+    public function splits(string $symbol, \DateTimeInterface $startDate, \DateTimeInterface $endDate): Collection;
 
     /**
      * Get historical close data
-     * 
-     * @param String $symbol
-     * @param \DateTimeInterface $startDate
-     * @param \DateTimeInterface $endDate
-     * 
-     * @return Collection
      */
-    public function history(String $symbol, \DateTimeInterface $startDate, \DateTimeInterface $endDate): Collection;
+    public function history(string $symbol, \DateTimeInterface $startDate, \DateTimeInterface $endDate): Collection;
 }

app/Interfaces/MarketData/Types/Dividend.php

@@ -4,13 +4,13 @@ namespace App\Interfaces\MarketData\Types;
 
 use DateTime;
 use Illuminate\Support\Carbon;
-use App\Interfaces\MarketData\Types\MarketDataType;
 
 class Dividend extends MarketDataType
 {
     public function setSymbol(string $symbol): self
     {
         $this->items['symbol'] = $symbol;
+
         return $this;
     }
 
@@ -22,6 +22,7 @@ class Dividend extends MarketDataType
     public function setDividendAmount($dividendAmount): self
     {
         $this->items['dividend_amount'] = (float) $dividendAmount;
+
         return $this;
     }
 
@@ -30,9 +31,10 @@ class Dividend extends MarketDataType
         return $this->items['dividend_amount'] ?? 0.0;
     }
 
-    public function setDate(String|DateTime $date): self
+    public function setDate(string|DateTime $date): self
     {
         $this->items['date'] = Carbon::parse($date)->format('Y-m-d H:i:s');
+
         return $this;
     }
 
@@ -40,4 +42,4 @@ class Dividend extends MarketDataType
     {
         return $this->items['date'] ?? null;
     }
-}
+}

app/Interfaces/MarketData/Types/MarketDataType.php

@@ -2,18 +2,15 @@
 
 namespace App\Interfaces\MarketData\Types;
 
-use Illuminate\Support\Str;
 use Illuminate\Support\Collection;
+use Illuminate\Support\Str;
 
 class MarketDataType extends Collection
 {
-    /**
-     * 
-     */
     public function __construct($items = [])
     {
 
-        foreach($this->getArrayableItems($items) as $key => $value) {
+        foreach ($this->getArrayableItems($items) as $key => $value) {
 
             $this->{$key} = $value;
         }
@@ -33,4 +30,4 @@ class MarketDataType extends Collection
     {
         return $this->items[$key] ?? null;
     }
-}
+}

app/Interfaces/MarketData/Types/Ohlc.php

@@ -4,13 +4,13 @@ namespace App\Interfaces\MarketData\Types;
 
 use DateTime;
 use Illuminate\Support\Carbon;
-use App\Interfaces\MarketData\Types\MarketDataType;
 
 class Ohlc extends MarketDataType
 {
     public function setSymbol(string $symbol): self
     {
         $this->items['symbol'] = $symbol;
+
         return $this;
     }
 
@@ -22,6 +22,7 @@ class Ohlc extends MarketDataType
     public function setOpen($open): self
     {
         $this->items['open'] = (float) $open;
+
         return $this;
     }
 
@@ -33,6 +34,7 @@ class Ohlc extends MarketDataType
     public function setHigh($high): self
     {
         $this->items['high'] = (float) $high;
+
         return $this;
     }
 
@@ -44,6 +46,7 @@ class Ohlc extends MarketDataType
     public function setLow($low): self
     {
         $this->items['low'] = (float) $low;
+
         return $this;
     }
 
@@ -55,6 +58,7 @@ class Ohlc extends MarketDataType
     public function setClose($close): self
     {
         $this->items['close'] = (float) $close;
+
         return $this;
     }
 
@@ -63,9 +67,10 @@ class Ohlc extends MarketDataType
         return $this->items['close'] ?? 0.0;
     }
 
-    public function setDate(String|DateTime $date): self
+    public function setDate(string|DateTime $date): self
     {
         $this->items['date'] = Carbon::parse($date)->format('Y-m-d H:i:s');
+
         return $this;
     }
 
@@ -73,4 +78,4 @@ class Ohlc extends MarketDataType
     {
         return $this->items['date'] ?? null;
     }
-}
+}

app/Interfaces/MarketData/Types/Quote.php

@@ -4,13 +4,13 @@ namespace App\Interfaces\MarketData\Types;
 
 use DateTime;
 use Illuminate\Support\Carbon;
-use App\Interfaces\MarketData\Types\MarketDataType;
 
 class Quote extends MarketDataType
-{   
+{
     public function setName($name): self
     {
         $this->items['name'] = (string) $name;
+
         return $this;
     }
 
@@ -22,6 +22,7 @@ class Quote extends MarketDataType
     public function setSymbol($symbol): self
     {
         $this->items['symbol'] = (string) $symbol;
+
         return $this;
     }
 
@@ -30,9 +31,10 @@ class Quote extends MarketDataType
         return $this->items['symbol'] ?? '';
     }
 
-    public function setMarketValue($marketValue): self 
+    public function setMarketValue($marketValue): self
     {
         $this->items['market_value'] = (float) $marketValue;
+
         return $this;
     }
 
@@ -41,9 +43,10 @@ class Quote extends MarketDataType
         return $this->items['market_value'] ?? 0.0;
     }
 
-    public function setFiftyTwoWeekHigh($high): self 
+    public function setFiftyTwoWeekHigh($high): self
     {
         $this->items['fifty_two_week_high'] = (float) $high;
+
         return $this;
     }
 
@@ -52,9 +55,10 @@ class Quote extends MarketDataType
         return $this->items['fifty_two_week_high'] ?? 0.0;
     }
 
-    public function setFiftyTwoWeekLow($low): self 
+    public function setFiftyTwoWeekLow($low): self
     {
         $this->items['fifty_two_week_low'] = (float) $low;
+
         return $this;
     }
 
@@ -63,9 +67,10 @@ class Quote extends MarketDataType
         return $this->items['fifty_two_week_low'] ?? 0.0;
     }
 
-    public function setForwardPE($pe): self 
+    public function setForwardPE($pe): self
     {
         $this->items['forward_pe'] = (float) $pe;
+
         return $this;
     }
 
@@ -74,9 +79,10 @@ class Quote extends MarketDataType
         return $this->items['forward_pe'] ?? 0.0;
     }
 
-    public function setTrailingPE($pe): self 
+    public function setTrailingPE($pe): self
     {
         $this->items['trailing_pe'] = (float) $pe;
+
         return $this;
     }
 
@@ -88,6 +94,7 @@ class Quote extends MarketDataType
     public function setMarketCap($cap): self
     {
         $this->items['market_cap'] = (int) $cap;
+
         return $this;
     }
 
@@ -96,9 +103,10 @@ class Quote extends MarketDataType
         return $this->items['market_cap'] ?? 0;
     }
 
-    public function setBookValue($value): self 
+    public function setBookValue($value): self
     {
         $this->items['book_value'] = (float) $value;
+
         return $this;
     }
 
@@ -110,6 +118,7 @@ class Quote extends MarketDataType
     public function setLastDividendDate(mixed $date): self
     {
         $this->items['last_dividend_date'] = is_null($date) ? null : Carbon::parse($date)->format('Y-m-d H:i:s');
+
         return $this;
     }
 
@@ -118,9 +127,10 @@ class Quote extends MarketDataType
         return $this->items['last_dividend_date'] ?? null;
     }
 
-    public function setDividendYield($yield): self 
+    public function setDividendYield($yield): self
     {
         $this->items['dividend_yield'] = (float) $yield;
+
         return $this;
     }
 
@@ -128,4 +138,4 @@ class Quote extends MarketDataType
     {
         return $this->items['dividend_yield'] ?? 0.0;
     }
-}
+}

app/Interfaces/MarketData/Types/Split.php

@@ -4,13 +4,13 @@ namespace App\Interfaces\MarketData\Types;
 
 use DateTime;
 use Illuminate\Support\Carbon;
-use App\Interfaces\MarketData\Types\MarketDataType;
 
 class Split extends MarketDataType
 {
     public function setSymbol(string $symbol): self
     {
         $this->items['symbol'] = $symbol;
+
         return $this;
     }
 
@@ -22,6 +22,7 @@ class Split extends MarketDataType
     public function setSplitAmount($splitAmount): self
     {
         $this->items['split_amount'] = (float) $splitAmount;
+
         return $this;
     }
 
@@ -30,9 +31,10 @@ class Split extends MarketDataType
         return $this->items['split_amount'] ?? 0.0;
     }
 
-    public function setDate(String|DateTime $date): self
+    public function setDate(string|DateTime $date): self
     {
         $this->items['date'] = Carbon::parse($date)->format('Y-m-d H:i:s');
+
         return $this;
     }
 
@@ -40,4 +42,4 @@ class Split extends MarketDataType
     {
         return $this->items['date'] ?? null;
     }
-}
+}

app/Interfaces/MarketData/YahooMarketData.php

@@ -2,36 +2,39 @@
 
 namespace App\Interfaces\MarketData;
 
-use Illuminate\Support\Collection;
-use Scheb\YahooFinanceApi\ApiClient;
+use App\Interfaces\MarketData\Types\Dividend;
 use App\Interfaces\MarketData\Types\Ohlc;
 use App\Interfaces\MarketData\Types\Quote;
 use App\Interfaces\MarketData\Types\Split;
-use App\Interfaces\MarketData\Types\Dividend;
+use Illuminate\Support\Collection;
+use Scheb\YahooFinanceApi\ApiClient;
 use Scheb\YahooFinanceApi\ApiClientFactory as YahooFinance;
 
 class YahooMarketData implements MarketDataInterface
 {
     public ApiClient $client;
 
-    public function __construct() {
+    public function __construct()
+    {
 
         // create yahoo finance client factory
         $this->client = YahooFinance::createApiClient();
     }
 
-    public function exists(String $symbol): Bool
+    public function exists(string $symbol): bool
     {
 
         return $this->quote($symbol)->isNotEmpty();
     }
 
-    public function quote(String $symbol): Quote
+    public function quote(string $symbol): Quote
     {
 
         $quote = $this->client->getQuote($symbol);
 
-        if (empty($quote)) return collect();
+        if (empty($quote)) {
+            return collect();
+        }
 
         return new Quote([
             'name' => $quote->getLongName() ?? $quote->getShortName(),
@@ -44,52 +47,52 @@ class YahooMarketData implements MarketDataInterface
             'market_cap' => $quote->getMarketCap(),
             'book_value' => $quote->getBookValue(),
             'last_dividend_date' => $quote->getDividendDate(),
-            'dividend_yield' => $quote->getTrailingAnnualDividendYield() * 100
+            'dividend_yield' => $quote->getTrailingAnnualDividendYield() * 100,
         ]);
     }
 
-    public function dividends(String $symbol, $startDate, $endDate): Collection
+    public function dividends(string $symbol, $startDate, $endDate): Collection
     {
 
         return collect($this->client->getHistoricalDividendData($symbol, $startDate, $endDate))
-                        ->map(function($dividend) use ($symbol) {
-                            
-                            return new Dividend([
-                                'symbol' => $symbol,
-                                'date' => $dividend->getDate(),
-                                'dividend_amount' => $dividend->getDividends(),
-                            ]);
-                        });
+            ->map(function ($dividend) use ($symbol) {
+
+                return new Dividend([
+                    'symbol' => $symbol,
+                    'date' => $dividend->getDate(),
+                    'dividend_amount' => $dividend->getDividends(),
+                ]);
+            });
     }
 
-    public function splits(String $symbol, $startDate, $endDate): Collection
-    {   
+    public function splits(string $symbol, $startDate, $endDate): Collection
+    {
 
         return collect($this->client->getHistoricalSplitData($symbol, $startDate, $endDate))
-                        ->map(function($split) use ($symbol) {
-                            $split_amount = explode(':', $split->getStockSplits());
+            ->map(function ($split) use ($symbol) {
+                $split_amount = explode(':', $split->getStockSplits());
 
-                            return new Split([
-                                'symbol' => $symbol,
-                                'date' => $split->getDate(),
-                                'split_amount' => $split_amount[0] / $split_amount[1],
-                            ]);
-                        });
+                return new Split([
+                    'symbol' => $symbol,
+                    'date' => $split->getDate(),
+                    'split_amount' => $split_amount[0] / $split_amount[1],
+                ]);
+            });
     }
 
-    public function history(String $symbol, $startDate, $endDate): Collection
+    public function history(string $symbol, $startDate, $endDate): Collection
     {
 
         return collect($this->client->getHistoricalQuoteData($symbol, ApiClient::INTERVAL_1_DAY, $startDate, $endDate))
-            ->mapWithKeys(function($history) use ($symbol) {
+            ->mapWithKeys(function ($history) use ($symbol) {
 
                 $date = $history->getDate()->format('Y-m-d');
 
-                return [ $date => new Ohlc([
-                        'symbol' => $symbol,
-                        'date' => $date,
-                        'close' => $history->getClose(),
-                    ]) ];
+                return [$date => new Ohlc([
+                    'symbol' => $symbol,
+                    'date' => $date,
+                    'close' => $history->getClose(),
+                ])];
             });
     }
-}
+}

app/Jobs/BackupImportJob.php

@@ -2,15 +2,15 @@
 
 namespace App\Jobs;
 
-use Throwable;
-use App\Models\User;
-use App\Models\BackupImport;
-use Maatwebsite\Excel\Facades\Excel;
-use Illuminate\Foundation\Queue\Queueable;
-use Illuminate\Contracts\Queue\ShouldQueue;
-use App\Notifications\ImportSucceededNotification;
-use App\Notifications\ImportFailedNotification;
 use App\Imports\BackupImport as BackupImportExcel;
+use App\Models\BackupImport;
+use App\Models\User;
+use App\Notifications\ImportFailedNotification;
+use App\Notifications\ImportSucceededNotification;
+use Illuminate\Contracts\Queue\ShouldQueue;
+use Illuminate\Foundation\Queue\Queueable;
+use Maatwebsite\Excel\Facades\Excel;
+use Throwable;
 
 class BackupImportJob implements ShouldQueue
 {
@@ -19,7 +19,7 @@ class BackupImportJob implements ShouldQueue
     /**
      * The number of times the job may be attempted.
      */
-    public $tries = 1; 
+    public $tries = 1;
 
     /**
      * The number of seconds the job can run before timing out.
@@ -42,7 +42,7 @@ class BackupImportJob implements ShouldQueue
      */
     public function __construct(
         public BackupImport $backupImport
-    ) { 
+    ) {
         $this->user = User::find($this->backupImport->user_id);
     }
 
@@ -50,7 +50,7 @@ class BackupImportJob implements ShouldQueue
      * Execute the job.
      */
     public function handle(): void
-    {                
+    {
         Excel::import(new BackupImportExcel($this->backupImport), $this->backupImport->path, config('livewire.temporary_file_upload.disk', null));
 
         $this->user->notify(new ImportSucceededNotification);
@@ -63,9 +63,9 @@ class BackupImportJob implements ShouldQueue
     {
         $this->backupImport->update([
             'status' => 'failed',
-            'message' => 'Error: '. substr($e->getMessage(), 0, 220),
+            'message' => 'Error: '.substr($e->getMessage(), 0, 220),
             'has_errors' => true,
-            'completed_at' => now()
+            'completed_at' => now(),
         ]);
 
         $this->user->notify(new ImportFailedNotification($e->getMessage()));

app/Models/AiChat.php

@@ -2,8 +2,8 @@
 
 namespace App\Models;
 
-use Illuminate\Database\Eloquent\Model;
 use Illuminate\Database\Eloquent\Concerns\HasUuids;
+use Illuminate\Database\Eloquent\Model;
 
 class AiChat extends Model
 {
@@ -11,7 +11,7 @@ class AiChat extends Model
 
     protected $fillable = [
         'role',
-        'content'
+        'content',
     ];
 
     protected $hidden = [];
@@ -26,7 +26,8 @@ class AiChat extends Model
         });
     }
 
-    public function user() {
+    public function user()
+    {
         return $this->belongsTo(User::class);
     }
 

app/Models/BackupImport.php

@@ -2,11 +2,9 @@
 
 namespace App\Models;
 
-use Maatwebsite\Excel\Facades\Excel;
-use Illuminate\Database\Eloquent\Model;
-use App\Imports\BackupImport as BackupImportExcel;
 use App\Jobs\BackupImportJob;
 use Illuminate\Database\Eloquent\Concerns\HasUuids;
+use Illuminate\Database\Eloquent\Model;
 
 class BackupImport extends Model
 {
@@ -20,7 +18,7 @@ class BackupImport extends Model
         'status', // pending, in_progress, success, failed
         'message', // Import starting, Import is in progress, Importing portfolios, Importing transactions, Importing daily changes, Import completed successfully
         'has_errors',
-        'completed_at'
+        'completed_at',
     ];
 
     protected static function boot()
@@ -32,9 +30,9 @@ class BackupImport extends Model
             $import->status = 'pending';
             $import->message = __('Import starting...');
         });
-        
+
         static::created(function ($import) {
-            
+
             BackupImportJob::dispatch($import);
         });
     }
@@ -47,7 +45,7 @@ class BackupImport extends Model
     {
         return [
             'has_errors' => 'boolean',
-            'completed_at' => 'datetime'
+            'completed_at' => 'datetime',
         ];
     }
 }

app/Models/ConnectedAccount.php

@@ -29,7 +29,7 @@ class ConnectedAccount extends Model
     ];
 
     protected $with = [
-        'user'
+        'user',
     ];
 
     /**
@@ -52,4 +52,4 @@ class ConnectedAccount extends Model
     {
         return $this->belongsTo(User::class);
     }
-}
+}

app/Models/DailyChange.php

@@ -3,12 +3,12 @@
 namespace App\Models;
 
 use App\Traits\HasCompositePrimaryKey;
-use Illuminate\Database\Eloquent\Model;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
 
 class DailyChange extends Model
 {
-    use HasFactory, HasCompositePrimaryKey;
+    use HasCompositePrimaryKey, HasFactory;
 
     public $timestamps = false;
 
@@ -32,13 +32,13 @@ class DailyChange extends Model
     protected $casts = [
         'date' => 'datetime',
     ];
-    
+
     public function scopePortfolio($query, $portfolio)
     {
         return $query->where('portfolio_id', $portfolio);
     }
 
-    public function scopeMyDailyChanges() 
+    public function scopeMyDailyChanges()
     {
         return $this->whereHas('portfolio', function ($query) {
             $query->whereHas('users', function ($query) {
@@ -47,12 +47,13 @@ class DailyChange extends Model
         });
     }
 
-    public function scopeWithoutWishlists($query) {
+    public function scopeWithoutWishlists($query)
+    {
         return $query->whereHas('portfolio', function ($query) {
             $query->where('portfolios.wishlist', 0);
         });
     }
-    
+
     public function portfolio()
     {
         return $this->belongsTo(Portfolio::class);

app/Models/Dividend.php

@@ -2,15 +2,12 @@
 
 namespace App\Models;
 
-use App\Models\Holding;
-use App\Models\MarketData;
-use App\Models\Transaction;
-use Illuminate\Support\Str;
-use Illuminate\Support\Carbon;
-use Illuminate\Database\Eloquent\Model;
 use App\Interfaces\MarketData\MarketDataInterface;
 use Illuminate\Database\Eloquent\Concerns\HasUuids;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Carbon;
+use Illuminate\Support\Str;
 
 class Dividend extends Model
 {
@@ -30,15 +27,18 @@ class Dividend extends Model
         'last_dividend_update' => 'datetime',
     ];
 
-    public function marketData() {
+    public function marketData()
+    {
         return $this->belongsTo(MarketData::class, 'symbol', 'symbol');
     }
 
-    public function holdings() {
+    public function holdings()
+    {
         return $this->hasMany(Holding::class, 'symbol', 'symbol');
     }
 
-    public function transactions() {
+    public function transactions()
+    {
         return $this->hasMany(Transaction::class, 'symbol', 'symbol');
     }
 
@@ -49,7 +49,6 @@ class Dividend extends Model
 
     /**
      * Grab new dividend data
-     *
      */
     public static function refreshDividendData(string $symbol): void
     {
@@ -64,11 +63,11 @@ class Dividend extends Model
         $end_date = now();
 
         // nope, refresh forward looking only
-        if ( $dividends_meta->total_dividends ) {
-            
+        if ($dividends_meta->total_dividends) {
+
             $start_date = $dividends_meta->last_dividend_update->addHours(24);
         }
-        
+
         // skip refresh if there's already recent data
         if ($start_date->greaterThan($end_date)) {
 
@@ -83,7 +82,7 @@ class Dividend extends Model
         // ah, we found some dividends...
         if ($dividend_data->isNotEmpty()) {
             // create mass insert
-            foreach ($dividend_data as $index => $dividend){
+            foreach ($dividend_data as $index => $dividend) {
                 $dividend_data[$index] = [...$dividend, ...['id' => Str::uuid()->toString(), 'updated_at' => now(), 'created_at' => now()]];
             }
 
@@ -109,7 +108,7 @@ class Dividend extends Model
     {
         // group by holdings
         $dividends = self::select(['holdings.portfolio_id', 'dividends.date', 'dividends.symbol', 'dividends.dividend_amount'])
-                        ->selectRaw('
+            ->selectRaw('
                             (COALESCE(CASE WHEN transactions.transaction_type = "BUY" 
                                 AND date(transactions.date) <= date(dividends.date) 
                                 THEN transactions.quantity ELSE 0 END, 0)
@@ -119,22 +118,22 @@ class Dividend extends Model
                             * dividends.dividend_amount
                                 AS total_received
                         ')
-                        ->join('transactions', 'transactions.symbol', '=', 'dividends.symbol')
-                        ->join('holdings', 'transactions.portfolio_id', '=', 'holdings.portfolio_id')
-                        ->where('dividends.symbol', $symbol)
-                        ->groupBy('holdings.portfolio_id', 'dividends.date', 'dividends.symbol', 'dividends.dividend_amount', 'total_received')
-                        ->havingRaw('total_received > 0')
-                        ->get();
+            ->join('transactions', 'transactions.symbol', '=', 'dividends.symbol')
+            ->join('holdings', 'transactions.portfolio_id', '=', 'holdings.portfolio_id')
+            ->where('dividends.symbol', $symbol)
+            ->groupBy('holdings.portfolio_id', 'dividends.date', 'dividends.symbol', 'dividends.dividend_amount', 'total_received')
+            ->havingRaw('total_received > 0')
+            ->get();
 
-        // iterate through holdings and update 
+        // iterate through holdings and update
         Holding::where(['symbol' => $symbol])
-                ->get()
-                ->each(function ($holding) use ($dividends) {
-                    $holding->update([
-                        'dividends_earned' => $dividends->where('portfolio_id', $holding->portfolio_id)
-                                                        ->sum('total_received')
-                    ]);
-                });
+            ->get()
+            ->each(function ($holding) use ($dividends) {
+                $holding->update([
+                    'dividends_earned' => $dividends->where('portfolio_id', $holding->portfolio_id)
+                        ->sum('total_received'),
+                ]);
+            });
     }
 
     public static function reinvestDividends(iterable $dividend_data, MarketData $market_data): void
@@ -144,21 +143,21 @@ class Dividend extends Model
             'symbol' => $market_data->symbol,
             'reinvest_dividends' => true,
         ])
-        ->get()
-        ->each(function($holding) use ($dividend_data, $market_data) {
+            ->get()
+            ->each(function ($holding) use ($dividend_data, $market_data) {
 
-            foreach($dividend_data as $dividend) {
+                foreach ($dividend_data as $dividend) {
 
-                Transaction::create([
-                    'date' => $dividend['date'],
-                    'portfolio_id' => $holding->portfolio_id,
-                    'symbol' => $holding->symbol,
-                    'transaction_type' => "BUY",
-                    'reinvested_dividend' => true,
-                    'cost_basis' => 0,
-                    'quantity' => ($dividend['dividend_amount'] * $holding->qtyOwned(Carbon::parse($dividend['date']))) / $market_data->market_value,
-                ]);
-            }
-        });
+                    Transaction::create([
+                        'date' => $dividend['date'],
+                        'portfolio_id' => $holding->portfolio_id,
+                        'symbol' => $holding->symbol,
+                        'transaction_type' => 'BUY',
+                        'reinvested_dividend' => true,
+                        'cost_basis' => 0,
+                        'quantity' => ($dividend['dividend_amount'] * $holding->qtyOwned(Carbon::parse($dividend['date']))) / $market_data->market_value,
+                    ]);
+                }
+            });
     }
 }

app/Models/Holding.php

@@ -2,16 +2,10 @@
 
 namespace App\Models;
 
-use App\Models\Split;
-use App\Models\AiChat;
-use App\Models\Dividend;
-use App\Models\Portfolio;
-use App\Models\MarketData;
-use App\Models\Transaction;
-use Illuminate\Support\Facades\DB;
-use Illuminate\Database\Eloquent\Model;
 use Illuminate\Database\Eloquent\Concerns\HasUuids;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Facades\DB;
 
 class Holding extends Model
 {
@@ -27,13 +21,13 @@ class Holding extends Model
         'realized_gain_dollars',
         'dividends_earned',
         'splits_synced_at',
-        'reinvest_dividends'
+        'reinvest_dividends',
     ];
 
     protected $casts = [
         'splits_synced_at' => 'datetime',
         'first_transaction_date' => 'datetime',
-        'reinvest_dividends' => 'boolean'
+        'reinvest_dividends' => 'boolean',
     ];
 
     /**
@@ -41,7 +35,7 @@ class Holding extends Model
      *
      * @return void
      */
-    public function market_data() 
+    public function market_data()
     {
         return $this->hasOne(MarketData::class, 'symbol', 'symbol');
     }
@@ -51,7 +45,7 @@ class Holding extends Model
      *
      * @return void
      */
-    public function transactions() 
+    public function transactions()
     {
         return $this->hasManyThrough(Transaction::class, Portfolio::class, 'id', 'portfolio_id', 'portfolio_id', 'id')->orderBy('date', 'DESC');
     }
@@ -61,11 +55,11 @@ class Holding extends Model
      *
      * @return void
      */
-    public function dividends() 
+    public function dividends()
     {
         return $this->hasMany(Dividend::class, 'symbol', 'symbol')
-                ->select(['dividends.symbol','dividends.date','dividends.dividend_amount'])
-                ->selectRaw("SUM(
+            ->select(['dividends.symbol', 'dividends.date', 'dividends.dividend_amount'])
+            ->selectRaw("SUM(
                     CASE WHEN transaction_type = 'BUY' 
                         AND transactions.symbol = dividends.symbol 
                         AND transactions.portfolio_id = '$this->portfolio_id'
@@ -73,7 +67,7 @@ class Holding extends Model
                     THEN transactions.quantity
                     ELSE 0 END
                 ) AS purchased")
-                ->selectRaw("SUM(
+            ->selectRaw("SUM(
                     CASE WHEN transaction_type = 'SELL'
                         AND transactions.symbol = dividends.symbol 
                         AND transactions.portfolio_id = '$this->portfolio_id' 
@@ -81,7 +75,7 @@ class Holding extends Model
                     THEN transactions.quantity
                     ELSE 0 END
                 ) AS sold")
-                ->selectRaw("SUM(
+            ->selectRaw("SUM(
                     (CASE WHEN transaction_type = 'BUY' 
                         AND transactions.symbol = dividends.symbol 
                         AND transactions.portfolio_id = '$this->portfolio_id'
@@ -94,16 +88,16 @@ class Holding extends Model
                         THEN transactions.quantity ELSE 0 END)
                     * dividends.dividend_amount
                 ) AS total_received")
-                ->join('transactions', 'transactions.symbol', 'dividends.symbol')
-                ->groupBy(['dividends.symbol','dividends.date','dividends.dividend_amount'])
-                ->orderBy('dividends.date', 'DESC')
-                ->where('dividends.date', '>=', function ($query) {
-                    $query->selectRaw('min(transactions.date)')
-                        ->from('transactions')
-                        ->whereRaw("transactions.portfolio_id = '$this->portfolio_id'")
-                        ->whereRaw("transactions.symbol = '$this->symbol'");
-                })
-                ->having('total_received', '>', 0);
+            ->join('transactions', 'transactions.symbol', 'dividends.symbol')
+            ->groupBy(['dividends.symbol', 'dividends.date', 'dividends.dividend_amount'])
+            ->orderBy('dividends.date', 'DESC')
+            ->where('dividends.date', '>=', function ($query) {
+                $query->selectRaw('min(transactions.date)')
+                    ->from('transactions')
+                    ->whereRaw("transactions.portfolio_id = '$this->portfolio_id'")
+                    ->whereRaw("transactions.symbol = '$this->symbol'");
+            })
+            ->having('total_received', '>', 0);
     }
 
     /**
@@ -111,7 +105,7 @@ class Holding extends Model
      *
      * @return void
      */
-    public function portfolio() 
+    public function portfolio()
     {
         return $this->belongsTo(Portfolio::class);
     }
@@ -121,7 +115,7 @@ class Holding extends Model
      *
      * @return void
      */
-    public function splits() 
+    public function splits()
     {
         return $this->hasMany(Split::class, 'symbol', 'symbol')
             ->orderBy('date', 'DESC');
@@ -140,11 +134,11 @@ class Holding extends Model
     public function scopeWithMarketData($query)
     {
         return $query->withAggregate('market_data', 'name')
-                    ->withAggregate('market_data', 'market_value')
-                    ->withAggregate('market_data', 'fifty_two_week_low')
-                    ->withAggregate('market_data', 'fifty_two_week_high')
-                    ->withAggregate('market_data', 'updated_at')
-                    ->join('market_data', 'holdings.symbol', 'market_data.symbol');
+            ->withAggregate('market_data', 'market_value')
+            ->withAggregate('market_data', 'fifty_two_week_low')
+            ->withAggregate('market_data', 'fifty_two_week_high')
+            ->withAggregate('market_data', 'updated_at')
+            ->join('market_data', 'holdings.symbol', 'market_data.symbol');
     }
 
     public function scopeWithPerformance($query)
@@ -164,49 +158,50 @@ class Holding extends Model
         return $query->where('holdings.symbol', $symbol);
     }
 
-    public function scopeWithoutWishlists($query) {
+    public function scopeWithoutWishlists($query)
+    {
         return $query->whereHas('portfolio', function ($query) {
-                $query->where('portfolios.wishlist', 0);
-            });
+            $query->where('portfolios.wishlist', 0);
+        });
     }
 
     public function scopeMyHoldings($query, $userId = null)
     {
-        return $query->whereHas('portfolio', function($query) use ($userId) {
+        return $query->whereHas('portfolio', function ($query) use ($userId) {
             $query->whereRelation('users', 'id', $userId ?? auth()->user()->id);
         });
     }
 
-    public function scopeWithPortfolioMetrics($query) 
+    public function scopeWithPortfolioMetrics($query)
     {
         return $query->selectRaw('COALESCE(SUM(holdings.dividends_earned), 0) AS total_dividends_earned')
-                    ->selectRaw('COALESCE(SUM(holdings.realized_gain_dollars), 0) AS realized_gain_dollars')
-                    ->selectRaw('COALESCE(SUM(holdings.quantity * market_data.market_value), 0) AS total_market_value')
-                    ->selectRaw('COALESCE(SUM(holdings.total_cost_basis), 0) AS total_cost_basis')
-                    ->selectRaw('COALESCE(SUM(holdings.quantity * market_data.market_value), 0) - COALESCE(SUM(holdings.total_cost_basis), 0) AS total_gain_dollars')
+            ->selectRaw('COALESCE(SUM(holdings.realized_gain_dollars), 0) AS realized_gain_dollars')
+            ->selectRaw('COALESCE(SUM(holdings.quantity * market_data.market_value), 0) AS total_market_value')
+            ->selectRaw('COALESCE(SUM(holdings.total_cost_basis), 0) AS total_cost_basis')
+            ->selectRaw('COALESCE(SUM(holdings.quantity * market_data.market_value), 0) - COALESCE(SUM(holdings.total_cost_basis), 0) AS total_gain_dollars')
                     // ->selectRaw('COALESCE((@total_gain_dollars / @sum_total_cost_basis) * 100,0) AS total_gain_percent')
-                    ->join('market_data', 'market_data.symbol', '=', 'holdings.symbol');            
+            ->join('market_data', 'market_data.symbol', '=', 'holdings.symbol');
     }
 
     public function syncTransactionsAndDividends()
     {
         // pull existing transaction data
         $query = Transaction::where([
-                            'portfolio_id' => $this->portfolio_id,
-                            'symbol' => $this->symbol,
-                        ])->selectRaw('SUM(CASE WHEN transaction_type = "BUY" THEN quantity ELSE 0 END) AS `qty_purchases`')
-                        ->selectRaw('SUM(CASE WHEN transaction_type = "SELL" THEN quantity ELSE 0 END) AS `qty_sales`')
-                        ->selectRaw('SUM(CASE WHEN transaction_type = "BUY" THEN (quantity * cost_basis) ELSE 0 END) AS `total_cost_basis`')
-                        ->selectRaw('SUM(CASE WHEN transaction_type = "SELL" THEN (quantity * sale_price) ELSE 0 END) AS `total_sale_price`')
-                        ->first();
+            'portfolio_id' => $this->portfolio_id,
+            'symbol' => $this->symbol,
+        ])->selectRaw('SUM(CASE WHEN transaction_type = "BUY" THEN quantity ELSE 0 END) AS `qty_purchases`')
+            ->selectRaw('SUM(CASE WHEN transaction_type = "SELL" THEN quantity ELSE 0 END) AS `qty_sales`')
+            ->selectRaw('SUM(CASE WHEN transaction_type = "BUY" THEN (quantity * cost_basis) ELSE 0 END) AS `total_cost_basis`')
+            ->selectRaw('SUM(CASE WHEN transaction_type = "SELL" THEN (quantity * sale_price) ELSE 0 END) AS `total_sale_price`')
+            ->first();
 
         $total_quantity = round($query->qty_purchases - $query->qty_sales, 3);
 
         $average_cost_basis = (
-                                $query->qty_purchases > 0 
-                                && $total_quantity > 0
-                              )
-                                    ? $query->total_cost_basis / $query->qty_purchases 
+            $query->qty_purchases > 0
+            && $total_quantity > 0
+        )
+                                    ? $query->total_cost_basis / $query->qty_purchases
                                     : 0;
 
         // update holding
@@ -214,18 +209,20 @@ class Holding extends Model
             'quantity' => $total_quantity,
             'average_cost_basis' => $average_cost_basis,
             'total_cost_basis' => $total_quantity * $average_cost_basis,
-            'realized_gain_dollars' => $query->qty_purchases > 0 && $query->total_sale_price > 0 
-                    ? $query->total_sale_price - ($query->qty_sales * ($query->total_cost_basis / $query->qty_purchases)) 
+            'realized_gain_dollars' => $query->qty_purchases > 0 && $query->total_sale_price > 0
+                    ? $query->total_sale_price - ($query->qty_sales * ($query->total_cost_basis / $query->qty_purchases))
                     : 0,
-            'dividends_earned' => $this->dividends->sum('total_received')
+            'dividends_earned' => $this->dividends->sum('total_received'),
         ]);
 
         $this->save();
     }
 
-    public function qtyOwned(\Illuminate\Support\Carbon $date = null)
+    public function qtyOwned(?\Illuminate\Support\Carbon $date = null)
     {
-        if ($date == null) $date = now();
+        if ($date == null) {
+            $date = now();
+        }
 
         $transactions = $this->transactions->where('date', '<=', $date);
 
@@ -237,16 +234,20 @@ class Holding extends Model
     }
 
     public function dailyPerformance(
-        \Illuminate\Support\Carbon $start_date = null, 
-        \Illuminate\Support\Carbon $end_date = null, 
+        ?\Illuminate\Support\Carbon $start_date = null,
+        ?\Illuminate\Support\Carbon $end_date = null,
     ) {
-        if ($start_date == null) $start_date = now();
-        if ($end_date == null) $end_date = now();
+        if ($start_date == null) {
+            $start_date = now();
+        }
+        if ($end_date == null) {
+            $end_date = now();
+        }
 
-        $date_interval = "DATE_ADD(date, INTERVAL 1 DAY)";
+        $date_interval = 'DATE_ADD(date, INTERVAL 1 DAY)';
 
         if (config('database.default') === 'sqlite') {
-            
+
             $date_interval = "date(date, '+1 day')";
         } else {
 
@@ -265,14 +266,14 @@ class Holding extends Model
                 FROM date_series
             ) as date_series")
         )
-        ->select([
-            'date_series.date',
-            DB::raw("
+            ->select([
+                'date_series.date',
+                DB::raw("
                 ROUND(
                 COALESCE(SUM(CASE WHEN transactions.transaction_type = 'BUY' THEN transactions.quantity ELSE 0 END), 0) -
                 COALESCE(SUM(CASE WHEN transactions.transaction_type = 'SELL' THEN transactions.quantity ELSE 0 END), 0), 3) AS `owned`
             "),
-            DB::raw("
+                DB::raw("
                COALESCE(CASE 
                     WHEN (
                         ROUND(
@@ -285,29 +286,30 @@ class Holding extends Model
                     END)
                 END, 0) AS cost_basis
             "),
-            DB::raw("COALESCE(SUM(CASE WHEN transaction_type = 'SELL' THEN ((sale_price - cost_basis) * quantity) ELSE 0 END), 0) AS `realized_gains`")
-        ])
-        ->leftJoin('transactions', function ($join) {
-            $join->on(DB::raw('DATE(transactions.date)'), '<=', 'date_series.date')
-                ->where('transactions.symbol', '=', $this->symbol)
-                ->where('transactions.portfolio_id', '=', $this->portfolio_id);
-        })
-        ->groupBy('date_series.date')
-        ->orderBy('date_series.date')
-        ->get()
-        ->keyBy('date');
+                DB::raw("COALESCE(SUM(CASE WHEN transaction_type = 'SELL' THEN ((sale_price - cost_basis) * quantity) ELSE 0 END), 0) AS `realized_gains`"),
+            ])
+            ->leftJoin('transactions', function ($join) {
+                $join->on(DB::raw('DATE(transactions.date)'), '<=', 'date_series.date')
+                    ->where('transactions.symbol', '=', $this->symbol)
+                    ->where('transactions.portfolio_id', '=', $this->portfolio_id);
+            })
+            ->groupBy('date_series.date')
+            ->orderBy('date_series.date')
+            ->get()
+            ->keyBy('date');
     }
 
     public function getFormattedTransactions()
     {
         $formattedTransactions = '';
-        foreach($this->transactions->sortByDesc('date') as $transaction) {
-            $formattedTransactions .= " * ".$transaction->date->format('Y-m-d') 
-                                    ." ". $transaction->transaction_type 
-                                    ." ". $transaction->quantity
-                                    ." @ ". $transaction->cost_basis 
+        foreach ($this->transactions->sortByDesc('date') as $transaction) {
+            $formattedTransactions .= ' * '.$transaction->date->format('Y-m-d')
+                                    .' '.$transaction->transaction_type
+                                    .' '.$transaction->quantity
+                                    .' @ '.$transaction->cost_basis
                                     ." each \n\n";
         }
+
         return $formattedTransactions;
     }
-}
+}

app/Models/MarketData.php

@@ -2,16 +2,18 @@
 
 namespace App\Models;
 
-use Illuminate\Database\Eloquent\Model;
 use App\Interfaces\MarketData\MarketDataInterface;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
 
 class MarketData extends Model
 {
     use HasFactory;
 
     protected $primaryKey = 'symbol';
+
     protected $keyType = 'string';
+
     public $incrementing = false;
 
     protected $fillable = [
@@ -25,7 +27,7 @@ class MarketData extends Model
         'market_cap',
         'book_value',
         'last_dividend_date',
-        'dividend_yield'
+        'dividend_yield',
     ];
 
     protected $casts = [
@@ -37,10 +39,10 @@ class MarketData extends Model
         'trailing_pe' => 'float',
         'market_cap' => 'float',
         'book_value' => 'float',
-        'dividend_yield' => 'float'
+        'dividend_yield' => 'float',
     ];
 
-    public function holdings() 
+    public function holdings()
     {
         return $this->hasMany(Holding::class, 'symbol', 'symbol');
     }
@@ -50,20 +52,20 @@ class MarketData extends Model
         return $query->where('symbol', $symbol);
     }
 
-    public static function getMarketData($symbol, $force = false) 
+    public static function getMarketData($symbol, $force = false)
     {
         $market_data = self::firstOrNew([
-            'symbol' => $symbol
+            'symbol' => $symbol,
         ]);
 
         // check if new or stale
         if (
             $force
-            || !$market_data->exists
+            || ! $market_data->exists
             || is_null($market_data->updated_at)
             || $market_data->updated_at->diffInMinutes(now()) >= config('investbrain.refresh')
         ) {
-            
+
             // get quote
             $quote = app(MarketDataInterface::class)->quote($symbol);
 
@@ -76,4 +78,4 @@ class MarketData extends Model
 
         return $market_data;
     }
-}
+}

app/Models/Portfolio.php

@@ -2,17 +2,16 @@
 
 namespace App\Models;
 
-use App\Models\AiChat;
+use App\Interfaces\MarketData\MarketDataInterface;
+use App\Notifications\InvitedOnboardingNotification;
 use Carbon\CarbonPeriod;
+use Illuminate\Database\Eloquent\Concerns\HasUuids;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
 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;
+use Illuminate\Support\Str;
 
 class Portfolio extends Model
 {
@@ -30,7 +29,7 @@ class Portfolio extends Model
     protected static function boot()
     {
         parent::boot();
-        
+
         static::saved(function ($portfolio) {
 
             self::ensurePortfolioHasOwner($portfolio);
@@ -40,7 +39,7 @@ class Portfolio extends Model
     protected $hidden = [];
 
     protected $casts = [
-        'wishlist' => 'boolean'
+        'wishlist' => 'boolean',
     ];
 
     protected $with = ['users', 'transactions'];
@@ -53,8 +52,8 @@ class Portfolio extends Model
     public function holdings()
     {
         return $this->hasMany(Holding::class, 'portfolio_id')
-                    ->withMarketData()
-                    ->withPerformance();
+            ->withMarketData()
+            ->withPerformance();
     }
 
     public function transactions()
@@ -77,25 +76,25 @@ class Portfolio extends Model
         return $this->morphMany(AiChat::class, 'chatable')->where('user_id', auth()->user()->id);
     }
 
-    public function scopeMyPortfolios() 
+    public function scopeMyPortfolios()
     {
         return $this->whereHas('users', function ($query) {
             $query->where('user_id', auth()->user()->id);
         });
     }
 
-    public function scopeFullAccess($query, $user_id = null) 
+    public function scopeFullAccess($query, $user_id = null)
     {
         return $query->whereHas('users', function ($query) use ($user_id) {
             $query->where('user_id', $user_id ?? auth()->user()->id)
-                  ->where(function ($query) {
-                      $query->where('full_access', true)
-                            ->orWhere('owner', true);
-                  });
+                ->where(function ($query) {
+                    $query->where('full_access', true)
+                        ->orWhere('owner', true);
+                });
         });
     }
 
-    public function scopeWithoutWishlists() 
+    public function scopeWithoutWishlists()
     {
         return $this->where(['wishlist' => false]);
     }
@@ -103,7 +102,7 @@ class Portfolio extends Model
     public function setOwnerIdAttribute($value)
     {
         // enable queued jobs to create portfolios with owners
-        if (!auth()->user()?->id && !$this->owner_id) {
+        if (! auth()->user()?->id && ! $this->owner_id) {
             static::$owner_id = $value;
         }
     }
@@ -115,18 +114,18 @@ class Portfolio extends Model
 
     public function getOwnerAttribute()
     {
-        if (!$this->relationLoaded('user')) {
-            
+        if (! $this->relationLoaded('user')) {
+
             $this->load('users');
         }
 
         return $this->users->where('pivot.owner', true)->first();
     }
 
-    public static function ensurePortfolioHasOwner(self $portfolio) 
+    public static function ensurePortfolioHasOwner(self $portfolio)
     {
         // make sure we don't remove owner access
-        if (!$portfolio->owner_id) {
+        if (! $portfolio->owner_id) {
             $owner[static::$owner_id ?? auth()->user()->id] = ['owner' => true];
 
             // save
@@ -138,24 +137,24 @@ class Portfolio extends Model
     public function syncDailyChanges(): void
     {
         $holdings = $this->holdings()
-                ->join('transactions', function($join) {
-                    $join->on('transactions.symbol', '=', 'holdings.symbol')
-                         ->where('transactions.portfolio_id', '=', $this->id); 
-                })
-                ->select('holdings.symbol', 'holdings.portfolio_id', DB::raw('min(transactions.date) as first_transaction_date')) // get first transaction date
-                ->groupBy(['holdings.symbol', 'holdings.portfolio_id']) 
-                ->get();
+            ->join('transactions', function ($join) {
+                $join->on('transactions.symbol', '=', 'holdings.symbol')
+                    ->where('transactions.portfolio_id', '=', $this->id);
+            })
+            ->select('holdings.symbol', 'holdings.portfolio_id', DB::raw('min(transactions.date) as first_transaction_date')) // get first transaction date
+            ->groupBy(['holdings.symbol', 'holdings.portfolio_id'])
+            ->get();
 
         $dividends = Dividend::whereIn('symbol', $holdings->pluck('symbol'))->get();
-        
+
         $total_performance = [];
 
-        $holdings->each(function($holding) use (&$total_performance, $dividends) {
+        $holdings->each(function ($holding) use (&$total_performance, $dividends) {
 
             $period = CarbonPeriod::create(
-                $holding->first_transaction_date, 
-                now()->isBefore(Carbon::parse(config('investbrain.daily_change_time_of_day'))) 
-                    ? now()->subDay() 
+                $holding->first_transaction_date,
+                now()->isBefore(Carbon::parse(config('investbrain.daily_change_time_of_day')))
+                    ? now()->subDay()
                     : now()
             );
 
@@ -170,11 +169,11 @@ class Portfolio extends Model
             $dividends_earned = 0;
             $holding_performance = [];
 
-            foreach($period as $date) {
+            foreach ($period as $date) {
                 $date = $date->format('Y-m-d');
 
                 $close = $this->getMostRecentCloseData($all_history, $date);
-                
+
                 $total_market_value = $daily_performance->get($date)->owned * $close;
                 $dividends_earned += $daily_performance->get($date)->owned * ($dividends->get($date)?->dividend_amount ?? 0);
 
@@ -182,18 +181,18 @@ class Portfolio extends Model
                     $holding_performance[$date] = [
                         'date' => $date,
                         'portfolio_id' => $this->id,
-                        'total_market_value' => $total_market_value, 
+                        'total_market_value' => $total_market_value,
                         'total_cost_basis' => $daily_performance->get($date)->cost_basis,
                         'total_gain' => $total_market_value - $daily_performance->get($date)->cost_basis,
                         'realized_gains' => $daily_performance->get($date)->realized_gains,
-                        'total_dividends_earned' => $dividends_earned
+                        'total_dividends_earned' => $dividends_earned,
                     ];
                 }
             }
 
             foreach ($holding_performance as $date => $performance) {
                 if (Arr::get($total_performance, $date) == null) {
-                    
+
                     $total_performance[$date] = $performance;
 
                 } else {
@@ -207,9 +206,9 @@ class Portfolio extends Model
             }
         });
 
-        if (!empty($total_performance)) {
+        if (! empty($total_performance)) {
             DB::transaction(function () use ($total_performance) {
-                
+
                 $this->daily_change()->upsert(
                     $total_performance,
                     ['date', 'portfolio_id'],
@@ -218,7 +217,7 @@ class Portfolio extends Model
                         'total_cost_basis',
                         'total_gain',
                         'realized_gains',
-                        'total_dividends_earned'
+                        'total_dividends_earned',
                     ]
                 );
             });
@@ -229,10 +228,10 @@ class Portfolio extends Model
     {
         $close = Arr::get($history, "$date.close", 0);
 
-        if (!$close && $i < $max_attempts) {
+        if (! $close && $i < $max_attempts) {
 
             $i++;
-    
+
             $date = Carbon::parse($date)->subDay()->format('Y-m-d');
 
             return $this->getMostRecentCloseData($history, $date, $i);
@@ -244,53 +243,47 @@ class Portfolio extends Model
     public function getFormattedHoldings()
     {
         $formattedHoldings = '';
-        foreach($this->holdings as $holding) {
-            $formattedHoldings .= " * Holding of ".$holding->market_data->name." (".$holding->symbol.")" 
-                                    ."; with ". ($holding->quantity > 0 ? $holding->quantity : 'ZERO') . " shares"
-                                    ."; avg cost basis ". $holding->average_cost_basis
-                                    ."; curr market value ". $holding->market_data->market_value 
-                                    ."; unrealized gains ". $holding->market_gain_dollars 
-                                    ."; realized gains ". $holding->realized_gain_dollars
-                                    ."; dividends earned ". $holding->dividends_earned
+        foreach ($this->holdings as $holding) {
+            $formattedHoldings .= ' * Holding of '.$holding->market_data->name.' ('.$holding->symbol.')'
+                                    .'; with '.($holding->quantity > 0 ? $holding->quantity : 'ZERO').' shares'
+                                    .'; avg cost basis '.$holding->average_cost_basis
+                                    .'; curr market value '.$holding->market_data->market_value
+                                    .'; unrealized gains '.$holding->market_gain_dollars
+                                    .'; realized gains '.$holding->realized_gain_dollars
+                                    .'; dividends earned '.$holding->dividends_earned
                                     ."\n\n";
         }
+
         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
+            'email' => $email,
         ], [
-            'name' => Str::title(Str::before($email, '@'))
+            'name' => Str::title(Str::before($email, '@')),
         ]);
 
         $permissions[$user->id] = [
-            'full_access' => $fullAccess
+            'full_access' => $fullAccess,
         ];
 
         $sync = $this->users()->syncWithoutDetaching($permissions);
 
-        if (!empty($sync['attached'])) {
+        if (! empty($sync['attached'])) {
 
-            foreach($sync['attached'] as $newUserId) {
+            foreach ($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
     {

app/Models/Split.php

@@ -2,13 +2,12 @@
 
 namespace App\Models;
 
-use App\Models\Transaction;
-use Illuminate\Support\Str;
-use Illuminate\Support\Facades\DB;
-use Illuminate\Database\Eloquent\Model;
 use App\Interfaces\MarketData\MarketDataInterface;
 use Illuminate\Database\Eloquent\Concerns\HasUuids;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Facades\DB;
+use Illuminate\Support\Str;
 
 class Split extends Model
 {
@@ -28,22 +27,23 @@ class Split extends Model
         'last_date' => 'datetime',
     ];
 
-    public function holdings() {
+    public function holdings()
+    {
         return $this->hasMany(Holding::class, 'symbol', 'symbol');
     }
 
-    public function transactions() {
+    public function transactions()
+    {
         return $this->hasMany(Transaction::class, 'symbol', 'symbol');
     }
 
     /**
      * Grab new split data
      *
-     * @param string $symbol
-     * @param \DateTimeInterface|null $start_date
+     * @param  \DateTimeInterface|null  $start_date
      * @return void
      */
-    public static function refreshSplitData(string $symbol) 
+    public static function refreshSplitData(string $symbol)
     {
         // dates for split data
         $splits_meta = self::where(['symbol' => $symbol])
@@ -58,9 +58,9 @@ class Split extends Model
 
         // nope, need to populate newer split data
         if ($splits_meta->total_splits) {
-            
+
             $start_date = $splits_meta->last_date->addHours(48);
-            $end_date =  now();
+            $end_date = now();
         }
 
         // get some data
@@ -71,10 +71,10 @@ class Split extends Model
         if ($split_data->isNotEmpty()) {
 
             // insert records
-            (new self)->insert($split_data->map(function($split) {
+            (new self)->insert($split_data->map(function ($split) {
 
                 return [...$split, ...['id' => Str::uuid()->toString()]];
-            })->toArray());   
+            })->toArray());
         }
 
         // sync to transactions
@@ -84,39 +84,39 @@ class Split extends Model
     /**
      * Syncs all transactions of symbol with split data
      *
-     * @param string $symbol
+     * @param  string  $symbol
      * @return void
      */
-    public static function syncToTransactions($symbol) 
+    public static function syncToTransactions($symbol)
     {
         // get splits joined with matching holdings
         $splits = self::select([
-                        'splits.date', 
-                        'splits.symbol', 
-                        'splits.split_amount', 
-                        'holdings.portfolio_id'
-                    ])
-                    ->where([
-                        'splits.symbol' => $symbol,
-                    ])
-                    ->whereDate('splits.date', '>', DB::raw('IFNULL(holdings.splits_synced_at, "0000-00-00")'))
-                    ->where('holdings.quantity', '>', 0)
-                    ->join('holdings', 'splits.symbol', 'holdings.symbol')
-                    ->orderBy('splits.date', 'ASC')
-                    ->get();
+            'splits.date',
+            'splits.symbol',
+            'splits.split_amount',
+            'holdings.portfolio_id',
+        ])
+            ->where([
+                'splits.symbol' => $symbol,
+            ])
+            ->whereDate('splits.date', '>', DB::raw('IFNULL(holdings.splits_synced_at, "0000-00-00")'))
+            ->where('holdings.quantity', '>', 0)
+            ->join('holdings', 'splits.symbol', 'holdings.symbol')
+            ->orderBy('splits.date', 'ASC')
+            ->get();
 
-        foreach($splits as $split) {
+        foreach ($splits as $split) {
 
             // get qty owned when split was issued
             $qty_owned = Transaction::where([
-                    'symbol' => $split->symbol, 
-                    'portfolio_id' => $split->portfolio_id
-                ])
+                'symbol' => $split->symbol,
+                'portfolio_id' => $split->portfolio_id,
+            ])
                 ->whereDate('transactions.date', '<', $split->date->format('Y-m-d'))
                 ->selectRaw('SUM(CASE WHEN transaction_type = "BUY" THEN quantity ELSE 0 END) -
                             SUM(CASE WHEN transaction_type = "SELL" THEN quantity ELSE 0 END) AS qty_owned')
                 ->value('qty_owned');
-                
+
             if ($qty_owned > 0) {
 
                 Transaction::create([
@@ -128,14 +128,14 @@ class Split extends Model
                     'cost_basis' => 0,
                     'split' => true,
                     'created_at' => now(),
-                    'updated_at' => now()
+                    'updated_at' => now(),
                 ]);
 
                 Holding::where([
                     'symbol' => $split->symbol,
-                    'portfolio_id' => $split->portfolio_id
+                    'portfolio_id' => $split->portfolio_id,
                 ])->update([
-                    'splits_synced_at' => now()
+                    'splits_synced_at' => now(),
                 ]);
             }
         }

app/Models/Transaction.php

@@ -2,12 +2,11 @@
 
 namespace App\Models;
 
-use App\Models\MarketData;
-use Illuminate\Support\Arr;
-use Illuminate\Database\Eloquent\Model;
 use Illuminate\Database\Eloquent\Casts\Attribute;
 use Illuminate\Database\Eloquent\Concerns\HasUuids;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Arr;
 
 class Transaction extends Model
 {
@@ -23,7 +22,7 @@ class Transaction extends Model
         'cost_basis',
         'sale_price',
         'split',
-        'reinvested_dividend'
+        'reinvested_dividend',
     ];
 
     protected $hidden = [];
@@ -31,7 +30,7 @@ class Transaction extends Model
     protected $casts = [
         'date' => 'datetime',
         'split' => 'boolean',
-        'reinvested_dividend' => 'boolean'
+        'reinvested_dividend' => 'boolean',
     ];
 
     protected static function boot()
@@ -52,14 +51,14 @@ class Transaction extends Model
 
             $transaction->refreshMarketData();
 
-            cache()->forget('portfolio-metrics-' . $transaction->portfolio_id);
+            cache()->forget('portfolio-metrics-'.$transaction->portfolio_id);
         });
 
         static::deleted(function ($transaction) {
 
             $transaction->syncToHolding();
 
-            cache()->forget('portfolio-metrics-' . $transaction->portfolio_id);
+            cache()->forget('portfolio-metrics-'.$transaction->portfolio_id);
         });
     }
 
@@ -96,13 +95,13 @@ class Transaction extends Model
     public function scopeWithMarketData($query)
     {
         return $query->withAggregate('market_data', 'name')
-                    ->withAggregate('market_data', 'market_value')
-                    ->withAggregate('market_data', 'fifty_two_week_low')
-                    ->withAggregate('market_data', 'fifty_two_week_high')
-                    ->withAggregate('market_data', 'updated_at')
-                    ->join('market_data', 'transactions.symbol', 'market_data.symbol');
+            ->withAggregate('market_data', 'market_value')
+            ->withAggregate('market_data', 'fifty_two_week_low')
+            ->withAggregate('market_data', 'fifty_two_week_high')
+            ->withAggregate('market_data', 'updated_at')
+            ->join('market_data', 'transactions.symbol', 'market_data.symbol');
     }
-    
+
     public function scopePortfolio($query, $portfolio)
     {
         return $query->where('portfolio_id', $portfolio);
@@ -128,7 +127,7 @@ class Transaction extends Model
         return $query->whereDate('date', '<=', $date);
     }
 
-    public function scopeMyTransactions() 
+    public function scopeMyTransactions()
     {
         return $this->whereHas('portfolio', function ($query) {
             $query->whereHas('users', function ($query) {
@@ -137,7 +136,7 @@ class Transaction extends Model
         });
     }
 
-    public function refreshMarketData() 
+    public function refreshMarketData()
     {
         return MarketData::getMarketData($this->attributes['symbol']);
     }
@@ -154,7 +153,7 @@ class Transaction extends Model
             'symbol' => $this->symbol,
             'transaction_type' => 'BUY',
         ])->whereDate('date', '<=', $this->date)
-        ->average('cost_basis');
+            ->average('cost_basis');
 
         $this->cost_basis = $average_cost_basis ?? 0;
 
@@ -166,7 +165,8 @@ class Transaction extends Model
      *
      * @return void
      */
-    public function syncToHolding() {
+    public function syncToHolding()
+    {
 
         // if symbol name changed, sync previous symbol too
         if (Arr::has($this->changes, 'symbol')) {
@@ -181,7 +181,7 @@ class Transaction extends Model
         // get the holding for a symbol and portfolio (or create one)
         Holding::firstOrNew([
             'portfolio_id' => $this->portfolio_id,
-            'symbol' => $this->symbol
+            'symbol' => $this->symbol,
         ], [
             'portfolio_id' => $this->portfolio_id,
             'symbol' => $this->symbol,
@@ -191,4 +191,4 @@ class Transaction extends Model
             'splits_synced_at' => now(),
         ])->syncTransactionsAndDividends();
     }
-}
+}

app/Models/User.php

@@ -3,27 +3,27 @@
 namespace App\Models;
 
 use App\Traits\HasConnectedAccounts;
-use Laravel\Sanctum\HasApiTokens;
-use Laravel\Jetstream\HasProfilePhoto;
-use Illuminate\Notifications\Notifiable;
-use Laravel\Fortify\TwoFactorAuthenticatable;
-use Staudenmeir\EloquentHasManyDeep\HasManyDeep;
+use Illuminate\Contracts\Auth\MustVerifyEmail;
 use Illuminate\Database\Eloquent\Concerns\HasUuids;
-use Staudenmeir\EloquentHasManyDeep\HasRelationships;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Foundation\Auth\User as Authenticatable;
-use Illuminate\Contracts\Auth\MustVerifyEmail;
+use Illuminate\Notifications\Notifiable;
+use Laravel\Fortify\TwoFactorAuthenticatable;
+use Laravel\Jetstream\HasProfilePhoto;
+use Laravel\Sanctum\HasApiTokens;
+use Staudenmeir\EloquentHasManyDeep\HasManyDeep;
+use Staudenmeir\EloquentHasManyDeep\HasRelationships;
 
 class User extends Authenticatable implements MustVerifyEmail
 {
     use HasApiTokens;
+    use HasConnectedAccounts;
     use HasFactory;
     use HasProfilePhoto;
+    use HasRelationships;
+    use HasUuids;
     use Notifiable;
     use TwoFactorAuthenticatable;
-    use HasUuids;
-    use HasRelationships;
-    use HasConnectedAccounts;
 
     protected $fillable = [
         'name',
@@ -65,7 +65,7 @@ class User extends Authenticatable implements MustVerifyEmail
     {
         return $this->hasManyDeep(Holding::class, ['portfolio_user', Portfolio::class])
             ->withMarketData()
-            ->withPerformance();    
+            ->withPerformance();
     }
 
     public function transactions(): HasManyDeep
@@ -78,6 +78,6 @@ class User extends Authenticatable implements MustVerifyEmail
                     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');   
+                END AS gain_dollars');
     }
 }

app/Notifications/ImportFailedNotification.php

@@ -3,9 +3,9 @@
 namespace App\Notifications;
 
 use Illuminate\Bus\Queueable;
-use Illuminate\Notifications\Notification;
 use Illuminate\Contracts\Queue\ShouldQueue;
 use Illuminate\Notifications\Messages\MailMessage;
+use Illuminate\Notifications\Notification;
 
 class ImportFailedNotification extends Notification implements ShouldQueue
 {
@@ -16,7 +16,7 @@ class ImportFailedNotification extends Notification implements ShouldQueue
      */
     public function __construct(
         public string $errorMessage
-    ) { }
+    ) {}
 
     /**
      * Get the notification's delivery channels.
@@ -34,12 +34,12 @@ class ImportFailedNotification extends Notification implements ShouldQueue
     public function toMail(object $notifiable): MailMessage
     {
         return (new MailMessage)
-                    ->greeting('Oh no!')
-                    ->subject("Your Investbrain import failed!")
-                    ->line("Heads up, your Investbrain import was unable to successfully complete. There were errors which caused the import to fail.")
-                    ->action("Try again?", route('import-export'))
-                    ->line("**Technical details:**")
-                    ->line($this->errorMessage);
+            ->greeting('Oh no!')
+            ->subject('Your Investbrain import failed!')
+            ->line('Heads up, your Investbrain import was unable to successfully complete. There were errors which caused the import to fail.')
+            ->action('Try again?', route('import-export'))
+            ->line('**Technical details:**')
+            ->line($this->errorMessage);
     }
 
     /**

app/Notifications/ImportSucceededNotification.php

@@ -2,12 +2,10 @@
 
 namespace App\Notifications;
 
-use App\Models\User;
-use App\Models\Portfolio;
 use Illuminate\Bus\Queueable;
-use Illuminate\Notifications\Notification;
 use Illuminate\Contracts\Queue\ShouldQueue;
 use Illuminate\Notifications\Messages\MailMessage;
+use Illuminate\Notifications\Notification;
 
 class ImportSucceededNotification extends Notification implements ShouldQueue
 {
@@ -16,7 +14,7 @@ class ImportSucceededNotification extends Notification implements ShouldQueue
     /**
      * Create a new notification instance.
      */
-    public function __construct() { }
+    public function __construct() {}
 
     /**
      * Get the notification's delivery channels.
@@ -34,10 +32,10 @@ class ImportSucceededNotification extends Notification implements ShouldQueue
     public function toMail(object $notifiable): MailMessage
     {
         return (new MailMessage)
-                    ->greeting('Woot! 🎉')
-                    ->subject("Your Investbrain import was successful!")
-                    ->line("Just a heads up that your Investbrain import succeeded! Your portfolios, transactions, and daily changes are now available in your account.")
-                    ->action("Get Started", route('dashboard'));
+            ->greeting('Woot! 🎉')
+            ->subject('Your Investbrain import was successful!')
+            ->line('Just a heads up that your Investbrain import succeeded! Your portfolios, transactions, and daily changes are now available in your account.')
+            ->action('Get Started', route('dashboard'));
     }
 
     /**

app/Notifications/InvitedOnboardingNotification.php

@@ -2,12 +2,12 @@
 
 namespace App\Notifications;
 
-use App\Models\User;
 use App\Models\Portfolio;
+use App\Models\User;
 use Illuminate\Bus\Queueable;
-use Illuminate\Notifications\Notification;
 use Illuminate\Contracts\Queue\ShouldQueue;
 use Illuminate\Notifications\Messages\MailMessage;
+use Illuminate\Notifications\Notification;
 
 class InvitedOnboardingNotification extends Notification implements ShouldQueue
 {
@@ -19,7 +19,7 @@ class InvitedOnboardingNotification extends Notification implements ShouldQueue
     public function __construct(
         public Portfolio $portfolio,
         public User $sender,
-    ) { }
+    ) {}
 
     /**
      * Get the notification's delivery channels.
@@ -40,14 +40,14 @@ class InvitedOnboardingNotification extends Notification implements ShouldQueue
         $url = url()->signedRoute('invited_onboarding', ['portfolio' => $this->portfolio->id, 'user' => $notifiable->id], now()->addDays(90));
 
         return (new MailMessage)
-                    ->replyTo($this->sender->email, $this->sender->name)
-                    ->greeting('Hey there! 👋')
-                    ->subject("You've been invited to {$this->portfolio->title} on Investbrain!")
-                    ->line("{$this->sender->name} has invited you to **{$this->portfolio->title}** on Investbrain, a smart open-source investment tracker that consolidates and monitors market performance across your different brokerages.")
-                    ->line("Once you're in, you'll be able to see all the holdings, dividends, market performance and more for {$this->portfolio->title}!")
-                    ->action("Get Started", $url)
-                    ->line("If you have any questions, you can reply to this email.")
-                    ->salutation("See you there,\n". e($this->sender->name));
+            ->replyTo($this->sender->email, $this->sender->name)
+            ->greeting('Hey there! 👋')
+            ->subject("You've been invited to {$this->portfolio->title} on Investbrain!")
+            ->line("{$this->sender->name} has invited you to **{$this->portfolio->title}** on Investbrain, a smart open-source investment tracker that consolidates and monitors market performance across your different brokerages.")
+            ->line("Once you're in, you'll be able to see all the holdings, dividends, market performance and more for {$this->portfolio->title}!")
+            ->action('Get Started', $url)
+            ->line('If you have any questions, you can reply to this email.')
+            ->salutation("See you there,\n".e($this->sender->name));
     }
 
     /**

app/Notifications/VerifyConnectedAccountNotification.php

@@ -2,11 +2,11 @@
 
 namespace App\Notifications;
 
-use Illuminate\Bus\Queueable;
 use App\Models\ConnectedAccount;
-use Illuminate\Notifications\Notification;
+use Illuminate\Bus\Queueable;
 use Illuminate\Contracts\Queue\ShouldQueue;
 use Illuminate\Notifications\Messages\MailMessage;
+use Illuminate\Notifications\Notification;
 
 class VerifyConnectedAccountNotification extends Notification implements ShouldQueue
 {
@@ -17,7 +17,7 @@ class VerifyConnectedAccountNotification extends Notification implements ShouldQ
      */
     public function __construct(
         public string $connected_account_id
-    ) { }
+    ) {}
 
     /**
      * Get the notification's delivery channels.
@@ -40,11 +40,11 @@ class VerifyConnectedAccountNotification extends Notification implements ShouldQ
         $url = url()->signedRoute('oauth.verify_connected_account', ['connected_account' => $this->connected_account_id], now()->days($days = 7));
 
         return (new MailMessage)
-                    ->greeting('Welcome back!')
-                    ->subject("Connect your $provider account with Investbrain")
-                    ->line("You recently attempted to log into an existing Investbrain account using $provider. To safeguard your Investbrain account, please confirm this was you by pressing the 'Connect $provider' button below:")
-                    ->action("Connect $provider", $url)
-                    ->line("If you do not recognize this activity, we recommend [changing your password](".route('profile.show').") as soon as possible. Otherwise, you can disregard this message. This link will expire in {$days} days.");
+            ->greeting('Welcome back!')
+            ->subject("Connect your $provider account with Investbrain")
+            ->line("You recently attempted to log into an existing Investbrain account using $provider. To safeguard your Investbrain account, please confirm this was you by pressing the 'Connect $provider' button below:")
+            ->action("Connect $provider", $url)
+            ->line('If you do not recognize this activity, we recommend [changing your password]('.route('profile.show').") as soon as possible. Otherwise, you can disregard this message. This link will expire in {$days} days.");
     }
 
     /**

app/Policies/PortfolioPolicy.php

@@ -2,25 +2,18 @@
 
 namespace App\Policies;
 
-use App\Models\User;
 use App\Models\Portfolio;
+use App\Models\User;
 
 class PortfolioPolicy
 {
-
-    /**
-     * 
-     */
     public function readOnly(User $user, Portfolio $portfolio)
     {
         $pivot = $portfolio->users()->where('user_id', $user->id)->first();
 
-        return !!$pivot;
+        return (bool) $pivot;
     }
 
-    /**
-     * 
-     */
     public function fullAccess(User $user, Portfolio $portfolio)
     {
         $pivot = $portfolio->users()->where('user_id', $user->id)->first();
@@ -28,9 +21,6 @@ class PortfolioPolicy
         return $pivot && ($pivot->pivot->full_access || $pivot->pivot->owner);
     }
 
-    /**
-     * 
-     */
     public function owner(User $user, Portfolio $portfolio)
     {
         $pivot = $portfolio->users()->where('user_id', $user->id)->first();

app/Providers/AppServiceProvider.php

@@ -2,8 +2,8 @@
 
 namespace App\Providers;
 
-use Illuminate\Support\ServiceProvider;
 use Illuminate\Http\Resources\Json\JsonResource;
+use Illuminate\Support\ServiceProvider;
 
 class AppServiceProvider extends ServiceProvider
 {

app/Providers/JetstreamServiceProvider.php

@@ -2,11 +2,11 @@
 
 namespace App\Providers;
 
-use Illuminate\Support\Arr;
-use Laravel\Jetstream\Features;
 use App\Actions\Jetstream\DeleteUser;
+use Illuminate\Support\Arr;
 use Illuminate\Support\Facades\Config;
 use Illuminate\Support\ServiceProvider;
+use Laravel\Jetstream\Features;
 use Laravel\Jetstream\Jetstream;
 
 class JetstreamServiceProvider extends ServiceProvider
@@ -29,7 +29,7 @@ class JetstreamServiceProvider extends ServiceProvider
 
         Jetstream::deleteUsersUsing(DeleteUser::class);
 
-        if ( config('investbrain.self_hosted', false) ) {
+        if (config('investbrain.self_hosted', false)) {
 
             Config::set(
                 'jetstream.features',

app/Rules/QuantityValidationRule.php

@@ -13,24 +13,19 @@ class QuantityValidationRule implements ValidationRule
      * @return void
      */
     public function __construct(
-        protected ?Portfolio $portfolio, 
-        protected ?string $symbol, 
+        protected ?Portfolio $portfolio,
+        protected ?string $symbol,
         protected ?string $transactionType,
         protected ?string $date
     ) {
         $this->portfolio = $portfolio;
-        $this->symbol = $symbol; 
+        $this->symbol = $symbol;
         $this->transactionType = $transactionType;
         $this->date = $date;
     }
 
     /**
      * Validate the attribute.
-     *
-     * @param  string  $attribute
-     * @param  mixed  $value
-     * @param  \Closure  $fail
-     * @return void
      */
     public function validate(string $attribute, mixed $value, \Closure $fail): void
     {
@@ -42,17 +37,17 @@ class QuantityValidationRule implements ValidationRule
         if ($this->transactionType == 'SELL') {
 
             $purchase_qty = $this->portfolio->transactions()
-                                        ->symbol($this->symbol)
-                                        ->buy()
-                                        ->beforeDate($this->date)
-                                        ->sum('quantity');
+                ->symbol($this->symbol)
+                ->buy()
+                ->beforeDate($this->date)
+                ->sum('quantity');
 
             $sales_qty = $this->portfolio->transactions()
-                                        ->symbol($this->symbol)
-                                        ->sell()
-                                        ->beforeDate($this->date)
-                                        ->sum('quantity');
-   
+                ->symbol($this->symbol)
+                ->sell()
+                ->beforeDate($this->date)
+                ->sum('quantity');
+
             $maxQuantity = $purchase_qty - $sales_qty;
 
             if (round($value, 3) > round($maxQuantity, 3)) {

app/Rules/SymbolValidationRule.php

@@ -22,11 +22,6 @@ class SymbolValidationRule implements ValidationRule
 
     /**
      * Validate the attribute.
-     *
-     * @param  string  $attribute
-     * @param  mixed  $value
-     * @param  \Closure  $fail
-     * @return void
      */
     public function validate(string $attribute, mixed $value, \Closure $fail): void
     {
@@ -38,8 +33,8 @@ class SymbolValidationRule implements ValidationRule
         }
 
         // Check if the symbol exists in the Market Data table first (avoid API call)
-        if (!app(MarketDataInterface::class)->exists($value)) {
-            $fail('The symbol provided (' . $this->symbol . ') is not valid');
+        if (! app(MarketDataInterface::class)->exists($value)) {
+            $fail('The symbol provided ('.$this->symbol.') is not valid');
         }
     }
-}
+}

app/Support/Helpers.php

@@ -1,5 +1,5 @@
 <?php
- 
+
 // if (!function_exists('formatMoney')) {
 //     /**
 //      * Returns a formatted string for currency

app/Support/Spotlight.php

@@ -2,18 +2,16 @@
 
 namespace App\Support;
 
-use App\Models\Holding;
-use App\Models\Portfolio;
 use Illuminate\Http\Request;
- 
+
 class Spotlight
 {
     public function search(Request $request)
     {
-        
+
         $results = collect();
 
-        if (!$request->user()) {
+        if (! $request->user()) {
 
             return $results;
         }
@@ -22,13 +20,13 @@ class Spotlight
             ->where('title', 'LIKE', '%'.$request->input('search').'%')
             ->limit(5)
             ->get();
-        $portfolios->each(function($portfolio) use ($results) {
+        $portfolios->each(function ($portfolio) use ($results) {
 
             $results->push([
-                'name' => 'Portfolio: '. $portfolio->title,
+                'name' => 'Portfolio: '.$portfolio->title,
                 'description' => null,
                 'link' => route('portfolio.show', ['portfolio' => $portfolio->id]),
-                'avatar' => null
+                'avatar' => null,
             ]);
         });
 
@@ -36,20 +34,20 @@ class Spotlight
             ->where('holdings.quantity', '>', 0)
             ->where(function ($query) use ($request) {
                 return $query->where('holdings.symbol', 'LIKE', '%'.$request->input('search').'%')
-                        ->orWhere('market_data.name', 'LIKE', '%'.$request->input('search').'%');
+                    ->orWhere('market_data.name', 'LIKE', '%'.$request->input('search').'%');
             })
             ->limit(5)
             ->get();
-        $holdings->each(function($holding) use ($results) {
+        $holdings->each(function ($holding) use ($results) {
 
             $results->push([
                 'name' => 'Holding: '.$holding->market_data->name.' ('.$holding->symbol.')',
                 'description' => $holding->portfolio->title,
                 'link' => route('holding.show', ['portfolio' => $holding->portfolio->id, 'symbol' => $holding->symbol]),
-                'avatar' => null
+                'avatar' => null,
             ]);
         });
 
         return $results;
     }
-}
+}

app/Traits/HasCompositePrimaryKey.php

@@ -1,6 +1,6 @@
 <?php
 
-namespace App\Traits; 
+namespace App\Traits;
 
 trait HasCompositePrimaryKey
 {
@@ -17,17 +17,18 @@ trait HasCompositePrimaryKey
     /**
      * Set the keys for a save update query.
      *
-     * @param  \Illuminate\Database\Eloquent\Builder $query
+     * @param  \Illuminate\Database\Eloquent\Builder  $query
      * @return \Illuminate\Database\Eloquent\Builder
      */
     protected function setKeysForSaveQuery($query)
     {
         foreach ($this->getKeyName() as $key) {
             // UPDATE: Added isset() per devflow's comment.
-            if (isset($this->$key))
+            if (isset($this->$key)) {
                 $query->where($key, '=', $this->$key);
-            else
-                throw new \Exception(__METHOD__ . 'Missing part of the primary key: ' . $key);
+            } else {
+                throw new \Exception(__METHOD__.'Missing part of the primary key: '.$key);
+            }
         }
 
         return $query;
@@ -37,7 +38,7 @@ trait HasCompositePrimaryKey
     /**
      * Execute a query for a single record by ID.
      *
-     * @param  array  $ids Array of keys, like [column => value].
+     * @param  array  $ids  Array of keys, like [column => value].
      * @param  array  $columns
      * @return mixed|static
      */
@@ -48,6 +49,7 @@ trait HasCompositePrimaryKey
         foreach ($me->getKeyName() as $key) {
             $query->where($key, '=', $ids[$key]);
         }
+
         return $query->first($columns);
     }
-}
+}

app/Traits/HasConnectedAccounts.php

@@ -4,9 +4,9 @@ namespace App\Traits;
 
 use App\Models\ConnectedAccount;
 use App\Models\User;
-use Illuminate\Support\Str;
 use Illuminate\Database\Eloquent\Collection;
 use Illuminate\Database\Eloquent\Relations\HasMany;
+use Illuminate\Support\Str;
 
 /**
  * @property Collection $connectedAccounts
@@ -63,4 +63,4 @@ trait HasConnectedAccounts
     {
         return $this->hasMany(ConnectedAccount::class);
     }
-}
+}

app/Traits/WithTrimStrings.php

@@ -13,10 +13,10 @@ trait WithTrimStrings
 
     public function updatedWithTrimStrings(string $property, mixed $value): void
     {
-        if (is_string($value) && !in_array($property, $this->trimExceptions())) {
+        if (is_string($value) && ! in_array($property, $this->trimExceptions())) {
             $this->fill([
                 $property => Str::trim($value),
             ]);
         }
     }
-}
+}

app/View/Components/MainLayout.php

@@ -11,7 +11,7 @@ class MainLayout extends Component
 
         // Slots
         public mixed $body = null,
-    ) { }
+    ) {}
 
     /**
      * Get the view / contents that represents the component.

config/excel.php

@@ -15,7 +15,7 @@ return [
         | Here you can specify how big the chunk should be.
         |
         */
-        'chunk_size'             => 1000,
+        'chunk_size' => 1000,
 
         /*
         |--------------------------------------------------------------------------
@@ -42,15 +42,15 @@ return [
         | Configure e.g. delimiter, enclosure and line ending for CSV exports.
         |
         */
-        'csv'                    => [
-            'delimiter'              => ',',
-            'enclosure'              => '"',
-            'line_ending'            => PHP_EOL,
-            'use_bom'                => false,
+        'csv' => [
+            'delimiter' => ',',
+            'enclosure' => '"',
+            'line_ending' => PHP_EOL,
+            'use_bom' => false,
             'include_separator_line' => false,
-            'excel_compatibility'    => false,
-            'output_encoding'        => '',
-            'test_auto_detect'       => true,
+            'excel_compatibility' => false,
+            'output_encoding' => '',
+            'test_auto_detect' => true,
         ],
 
         /*
@@ -61,20 +61,20 @@ return [
         | Configure e.g. default title, creator, subject,...
         |
         */
-        'properties'             => [
-            'creator'        => '',
+        'properties' => [
+            'creator' => '',
             'lastModifiedBy' => '',
-            'title'          => '',
-            'description'    => '',
-            'subject'        => '',
-            'keywords'       => '',
-            'category'       => '',
-            'manager'        => '',
-            'company'        => '',
+            'title' => '',
+            'description' => '',
+            'subject' => '',
+            'keywords' => '',
+            'category' => '',
+            'manager' => '',
+            'company' => '',
         ],
     ],
 
-    'imports'            => [
+    'imports' => [
 
         /*
         |--------------------------------------------------------------------------
@@ -87,7 +87,7 @@ return [
         | you can enable it by setting read_only to false.
         |
         */
-        'read_only'    => true,
+        'read_only' => true,
 
         /*
         |--------------------------------------------------------------------------
@@ -111,7 +111,7 @@ return [
         | Available options: none|slug|custom
         |
         */
-        'heading_row'  => [
+        'heading_row' => [
             'formatter' => 'slug',
         ],
 
@@ -123,12 +123,12 @@ return [
         | Configure e.g. delimiter, enclosure and line ending for CSV imports.
         |
         */
-        'csv'          => [
-            'delimiter'        => null,
-            'enclosure'        => '"',
+        'csv' => [
+            'delimiter' => null,
+            'enclosure' => '"',
             'escape_character' => '\\',
-            'contiguous'       => false,
-            'input_encoding'   => Csv::GUESS_ENCODING,
+            'contiguous' => false,
+            'input_encoding' => Csv::GUESS_ENCODING,
         ],
 
         /*
@@ -139,16 +139,16 @@ return [
         | Configure e.g. default title, creator, subject,...
         |
         */
-        'properties'   => [
-            'creator'        => '',
+        'properties' => [
+            'creator' => '',
             'lastModifiedBy' => '',
-            'title'          => '',
-            'description'    => '',
-            'subject'        => '',
-            'keywords'       => '',
-            'category'       => '',
-            'manager'        => '',
-            'company'        => '',
+            'title' => '',
+            'description' => '',
+            'subject' => '',
+            'keywords' => '',
+            'category' => '',
+            'manager' => '',
+            'company' => '',
         ],
 
         /*
@@ -159,10 +159,10 @@ return [
        | Configure middleware that is executed on getting a cell value
        |
        */
-        'cells'        => [
+        'cells' => [
             'middleware' => [
-                //\Maatwebsite\Excel\Middleware\TrimCellValue::class,
-                //\Maatwebsite\Excel\Middleware\ConvertEmptyCellValuesToNull::class,
+                // \Maatwebsite\Excel\Middleware\TrimCellValue::class,
+                // \Maatwebsite\Excel\Middleware\ConvertEmptyCellValuesToNull::class,
             ],
         ],
 
@@ -178,21 +178,21 @@ return [
     |
     */
     'extension_detector' => [
-        'xlsx'     => Excel::XLSX,
-        'xlsm'     => Excel::XLSX,
-        'xltx'     => Excel::XLSX,
-        'xltm'     => Excel::XLSX,
-        'xls'      => Excel::XLS,
-        'xlt'      => Excel::XLS,
-        'ods'      => Excel::ODS,
-        'ots'      => Excel::ODS,
-        'slk'      => Excel::SLK,
-        'xml'      => Excel::XML,
+        'xlsx' => Excel::XLSX,
+        'xlsm' => Excel::XLSX,
+        'xltx' => Excel::XLSX,
+        'xltm' => Excel::XLSX,
+        'xls' => Excel::XLS,
+        'xlt' => Excel::XLS,
+        'ods' => Excel::ODS,
+        'ots' => Excel::ODS,
+        'slk' => Excel::SLK,
+        'xml' => Excel::XML,
         'gnumeric' => Excel::GNUMERIC,
-        'htm'      => Excel::HTML,
-        'html'     => Excel::HTML,
-        'csv'      => Excel::CSV,
-        'tsv'      => Excel::TSV,
+        'htm' => Excel::HTML,
+        'html' => Excel::HTML,
+        'csv' => Excel::CSV,
+        'tsv' => Excel::TSV,
 
         /*
         |--------------------------------------------------------------------------
@@ -203,7 +203,7 @@ return [
         | Available options: Excel::MPDF | Excel::TCPDF | Excel::DOMPDF
         |
         */
-        'pdf'      => Excel::DOMPDF,
+        'pdf' => Excel::DOMPDF,
     ],
 
     /*
@@ -223,11 +223,11 @@ return [
     | [x] PhpOffice\PhpSpreadsheet\Cell\AdvancedValueBinder::class
     |
     */
-    'value_binder'       => [
+    'value_binder' => [
         'default' => Maatwebsite\Excel\DefaultValueBinder::class,
     ],
 
-    'cache'        => [
+    'cache' => [
         /*
         |--------------------------------------------------------------------------
         | Default cell caching driver
@@ -244,7 +244,7 @@ return [
         | Drivers: memory|illuminate|batch
         |
         */
-        'driver'      => 'memory',
+        'driver' => 'memory',
 
         /*
         |--------------------------------------------------------------------------
@@ -256,7 +256,7 @@ return [
         | Here you can tweak the memory limit to your liking.
         |
         */
-        'batch'       => [
+        'batch' => [
             'memory_limit' => 60000,
         ],
 
@@ -272,7 +272,7 @@ return [
         | at "null" it will use the default store.
         |
         */
-        'illuminate'  => [
+        'illuminate' => [
             'store' => null,
         ],
 
@@ -308,7 +308,7 @@ return [
     */
     'transactions' => [
         'handler' => 'db',
-        'db'      => [
+        'db' => [
             'connection' => null,
         ],
     ],
@@ -326,7 +326,7 @@ return [
         | and the create file (file).
         |
         */
-        'local_path'          => storage_path('framework/cache/laravel-excel'),
+        'local_path' => storage_path('framework/cache/laravel-excel'),
 
         /*
         |--------------------------------------------------------------------------
@@ -338,7 +338,7 @@ return [
         | If omitted the default permissions of the filesystem will be used.
         |
         */
-        'local_permissions'   => [
+        'local_permissions' => [
             // 'dir'  => 0755,
             // 'file' => 0644,
         ],
@@ -357,8 +357,8 @@ return [
         | in conjunction with queued imports and exports.
         |
         */
-        'remote_disk'         => env('TEMP_UPLOAD_DISK', null),
-        'remote_prefix'       => 'excel-tmp',
+        'remote_disk' => env('TEMP_UPLOAD_DISK', null),
+        'remote_prefix' => 'excel-tmp',
 
         /*
         |--------------------------------------------------------------------------

config/investbrain.php

@@ -15,5 +15,5 @@ return [
 
     'self_hosted' => env('SELF_HOSTED', true),
 
-    'daily_change_time_of_day' => env('DAILY_CHANGE_TIME', '23:00')
-];
+    'daily_change_time_of_day' => env('DAILY_CHANGE_TIME', '23:00'),
+];

config/mary.php

@@ -13,7 +13,6 @@ return [
      *    prefix => 'mary-'
      *               <x-mary-button />
      *               <x-mary-card />
-     *
      */
     'prefix' => '',
 
@@ -40,6 +39,6 @@ return [
     'components' => [
         'spotlight' => [
             'class' => 'App\Support\Spotlight',
-        ]
-    ]
+        ],
+    ],
 ];

config/services.php

@@ -41,7 +41,7 @@ return [
         'redirect' => '/auth/github/callback',
         'logo' => 'github-icon',
         'color' => '#393939',
-        'name' => 'GitHub'
+        'name' => 'GitHub',
     ],
 
     'google' => [
@@ -49,7 +49,7 @@ return [
         'client_secret' => env('GOOGLE_CLIENT_SECRET'),
         'redirect' => '/auth/google/callback',
         'color' => '#4285F4',
-        'name' => 'Google'
+        'name' => 'Google',
     ],
 
     'facebook' => [
@@ -57,7 +57,7 @@ return [
         'client_secret' => env('FACEBOOK_CLIENT_SECRET'),
         'redirect' => '/auth/facebook/callback',
         'color' => '#0165E1',
-        'name' => 'Facebook'
+        'name' => 'Facebook',
     ],
 
     'linkedin-openid' => [
@@ -65,10 +65,10 @@ return [
         'client_secret' => env('LINKEDIN_CLIENT_SECRET'),
         'redirect' => '/auth/linkedin-openid/callback',
         'color' => '#0a66c2',
-        'name' => 'Linkedin'
+        'name' => 'Linkedin',
     ],
 
     //
     'enabled_login_providers' => env('ENABLED_LOGIN_PROVIDERS', ''),
-    'ai_chat_enabled' => env('AI_CHAT_ENABLED', false)
+    'ai_chat_enabled' => env('AI_CHAT_ENABLED', false),
 ];

database/factories/TransactionFactory.php

@@ -10,7 +10,7 @@ use Illuminate\Database\Eloquent\Factories\Factory;
  */
 class TransactionFactory extends Factory
 {
-     protected static ?string $transaction_type;
+    protected static ?string $transaction_type;
 
     /**
      * Define the model's default state.
@@ -24,15 +24,15 @@ class TransactionFactory extends Factory
         return [
             'symbol' => $this->faker->randomElement(['AAPL', 'GOOG', 'AMZN']),
             'transaction_type' => $transaction_type,
-            'portfolio_id' => Portfolio::factory()->create()->id, 
+            'portfolio_id' => Portfolio::factory()->create()->id,
             'date' => $this->faker->date('Y-m-d'),
             'quantity' => 1,
-            'cost_basis' => $transaction_type == 'BUY' 
+            'cost_basis' => $transaction_type == 'BUY'
                 ? $this->faker->randomFloat(2, 10, 500)
-                : null, 
-            'sale_price' => $transaction_type == 'SELL' 
+                : null,
+            'sale_price' => $transaction_type == 'SELL'
                 ? $this->faker->randomFloat(2, 10, 500)
-                : null, 
+                : null,
         ];
     }
 
@@ -83,7 +83,7 @@ class TransactionFactory extends Factory
         return $this->state(fn (array $attributes) => [
             'transaction_type' => 'BUY',
             'cost_basis' => $this->faker->randomFloat(2, 10, 500),
-            'sale_price' => null
+            'sale_price' => null,
         ]);
     }
 

database/factories/UserFactory.php

@@ -31,7 +31,7 @@ class UserFactory extends Factory
             'two_factor_secret' => null,
             'two_factor_recovery_codes' => null,
             'remember_token' => Str::random(10),
-            'profile_photo_path' => null
+            'profile_photo_path' => null,
         ];
     }
 

database/migrations/0001_01_01_000000_create_users_table.php

@@ -12,7 +12,7 @@ return new class extends Migration
     public function up(): void
     {
         Schema::create('users', function (Blueprint $table) {
-            $table->uuid('id')->primary(); 
+            $table->uuid('id')->primary();
             $table->string('name');
             $table->string('email')->unique();
             $table->timestamp('email_verified_at')->nullable();

database/migrations/2021_01_30_102537_create_portfolios_table.php

@@ -14,7 +14,7 @@ return new class extends Migration
     public function up()
     {
         Schema::create('portfolios', function (Blueprint $table) {
-            $table->uuid('id')->primary(); 
+            $table->uuid('id')->primary();
             $table->string('title');
             $table->text('notes')->nullable();
             $table->boolean('wishlist')->default(false);
@@ -31,4 +31,4 @@ return new class extends Migration
     {
         Schema::dropIfExists('portfolios');
     }
-};
+};

database/migrations/2021_01_30_112537_create_portfolio_users_table.php

@@ -1,10 +1,10 @@
 <?php
 
-use App\Models\User;
 use App\Models\Portfolio;
-use Illuminate\Support\Facades\Schema;
-use Illuminate\Database\Schema\Blueprint;
+use App\Models\User;
 use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
 
 return new class extends Migration
 {
@@ -34,4 +34,4 @@ return new class extends Migration
     {
         Schema::dropIfExists('portfolio_user');
     }
-};
+};

database/migrations/2021_02_25_041221_create_market_data_table.php

@@ -1,10 +1,10 @@
 <?php
 
 use Database\Seeders\MarketDataSeeder;
-use Illuminate\Support\Facades\Schema;
-use Illuminate\Support\Facades\Artisan;
-use Illuminate\Database\Schema\Blueprint;
 use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Artisan;
+use Illuminate\Support\Facades\Schema;
 
 class CreateMarketDataTable extends Migration
 {
@@ -34,7 +34,7 @@ class CreateMarketDataTable extends Migration
 
         Artisan::call('db:seed', [
             '--class' => MarketDataSeeder::class,
-            '--force' => true
+            '--force' => true,
         ]);
     }
 

database/migrations/2021_02_25_041227_create_daily_change_table.php

@@ -1,9 +1,9 @@
 <?php
 
 use App\Models\Portfolio;
-use Illuminate\Support\Facades\Schema;
-use Illuminate\Database\Schema\Blueprint;
 use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
 
 class CreateDailyChangeTable extends Migration
 {

database/migrations/2021_02_25_041236_create_dividends_table.php

@@ -15,7 +15,7 @@ class CreateDividendsTable extends Migration
     public function up()
     {
         Schema::create('dividends', function (Blueprint $table) {
-            $table->uuid('id')->primary(); 
+            $table->uuid('id')->primary();
             $table->date('date');
             $table->foreignIdFor(MarketData::class, 'symbol');
             $table->float('dividend_amount', 12, 4);

database/migrations/2021_02_25_041246_create_splits_table.php

@@ -1,9 +1,9 @@
 <?php
 
 use App\Models\MarketData;
-use Illuminate\Support\Facades\Schema;
-use Illuminate\Database\Schema\Blueprint;
 use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
 
 class CreateSplitsTable extends Migration
 {
@@ -15,7 +15,7 @@ class CreateSplitsTable extends Migration
     public function up()
     {
         Schema::create('splits', function (Blueprint $table) {
-            $table->uuid('id')->primary(); 
+            $table->uuid('id')->primary();
             $table->date('date');
             $table->foreignIdFor(MarketData::class, 'symbol');
             $table->float('split_amount', 12, 4);

database/migrations/2021_02_25_041257_create_transactions_table.php

@@ -1,10 +1,10 @@
 <?php
 
-use App\Models\Portfolio;
 use App\Models\MarketData;
-use Illuminate\Support\Facades\Schema;
-use Illuminate\Database\Schema\Blueprint;
+use App\Models\Portfolio;
 use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
 
 class CreateTransactionsTable extends Migration
 {
@@ -16,7 +16,7 @@ class CreateTransactionsTable extends Migration
     public function up()
     {
         Schema::create('transactions', function (Blueprint $table) {
-            $table->uuid('id')->primary(); 
+            $table->uuid('id')->primary();
             $table->foreignIdFor(MarketData::class, 'symbol');
             $table->foreignIdFor(Portfolio::class, 'portfolio_id')->constrained()->onDelete('cascade');
             $table->string('transaction_type', 15);

database/migrations/2021_09_06_014744_create_holdings_table.php

@@ -1,10 +1,10 @@
 <?php
 
-use App\Models\Portfolio;
 use App\Models\MarketData;
-use Illuminate\Support\Facades\Schema;
-use Illuminate\Database\Schema\Blueprint;
+use App\Models\Portfolio;
 use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
 
 class CreateHoldingsTable extends Migration
 {
@@ -16,7 +16,7 @@ class CreateHoldingsTable extends Migration
     public function up()
     {
         Schema::create('holdings', function (Blueprint $table) {
-            $table->uuid('id')->primary(); 
+            $table->uuid('id')->primary();
             $table->foreignIdFor(Portfolio::class, 'portfolio_id')->constrained()->onDelete('cascade');
             $table->foreignIdFor(MarketData::class, 'symbol');
             $table->float('quantity', 12, 4);

database/migrations/2024_10_19_155635_create_connected_accounts_table.php

@@ -1,9 +1,9 @@
 <?php
 
 use App\Models\User;
-use Illuminate\Support\Facades\Schema;
-use Illuminate\Database\Schema\Blueprint;
 use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
 
 return new class extends Migration
 {
@@ -41,4 +41,4 @@ return new class extends Migration
 
         Schema::dropIfExists('connected_accounts');
     }
-};
+};

database/migrations/2024_10_23_000001_create_import_jobs_table.php

@@ -1,9 +1,9 @@
 <?php
 
 use App\Models\User;
-use Illuminate\Support\Facades\Schema;
-use Illuminate\Database\Schema\Blueprint;
 use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
 
 return new class extends Migration
 {
@@ -31,4 +31,4 @@ return new class extends Migration
     {
         Schema::dropIfExists('backup_import_jobs');
     }
-};
+};

database/migrations/2024_10_30_000001_create_ai_chats_table.php

@@ -1,10 +1,10 @@
 <?php
 
 use App\Models\User;
-use Illuminate\Support\Facades\Schema;
-use Illuminate\Database\Schema\Builder;
-use Illuminate\Database\Schema\Blueprint;
 use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Database\Schema\Builder;
+use Illuminate\Support\Facades\Schema;
 
 class CreateAiChatsTable extends Migration
 {
@@ -18,7 +18,7 @@ class CreateAiChatsTable extends Migration
         Builder::morphUsingUuids();
 
         Schema::create('ai_chats', function (Blueprint $table) {
-            $table->uuid('id')->primary(); 
+            $table->uuid('id')->primary();
             $table->foreignIdFor(User::class, 'user_id')->constrained()->onDelete('cascade');
             $table->morphs('chatable');
             $table->string('role');

database/seeders/MarketDataSeeder.php

@@ -2,9 +2,9 @@
 
 namespace Database\Seeders;
 
+use Illuminate\Database\Console\Seeds\WithoutModelEvents;
 use Illuminate\Database\Seeder;
 use Illuminate\Support\Facades\DB;
-use Illuminate\Database\Console\Seeds\WithoutModelEvents;
 
 class MarketDataSeeder extends Seeder
 {
@@ -14,7 +14,7 @@ class MarketDataSeeder extends Seeder
      * Run the database seeds.
      */
     public function run(): void
-    {        
+    {
         $chunkSize = 500;
 
         // Path to the CSV file
@@ -29,7 +29,7 @@ class MarketDataSeeder extends Seeder
 
             while (($row = fgetcsv($handle, 0, ',')) !== false) {
 
-                if (!$header) {
+                if (! $header) {
 
                     // header must be the first row
                     $header = $row;
@@ -40,31 +40,31 @@ class MarketDataSeeder extends Seeder
                         $data = array_combine($header, $row);
 
                         $rows[] = [
-                            'symbol' => $data['symbol'], 
-                            'name' => $data['name'], 
+                            'symbol' => $data['symbol'],
+                            'name' => $data['name'],
                             'meta_data' => json_encode([
                                 'country' => $data['country'],
                                 'first_trade_year' => $data['first_trade_year'],
                                 'sector' => $data['sector'],
                                 'industry' => $data['industry'],
-                            ]), 
+                            ]),
                         ];
 
                         $rowCount++;
 
                         if ($rowCount % $chunkSize == 0) {
                             DB::table('market_data')->insertOrIgnore($rows);
-                            $rows = []; 
+                            $rows = [];
                         }
                     } catch (\Throwable $e) {
-                        
-                        throw new \Exception('Error: '. $e->getMessage());
+
+                        throw new \Exception('Error: '.$e->getMessage());
                     }
                 }
             }
 
             // final clean up
-            if (!empty($rows)) {
+            if (! empty($rows)) {
                 DB::table('market_data')->insertOrIgnore($rows);
             }
 

routes/api.php

@@ -1,11 +1,11 @@
 <?php
 
-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\PortfolioController;
 use App\Http\ApiControllers\TransactionController;
+use App\Http\ApiControllers\UserController;
+use Illuminate\Support\Facades\Route;
 
 Route::middleware(['auth:sanctum'])->name('api.')->group(function () {
 
@@ -25,4 +25,4 @@ Route::middleware(['auth:sanctum'])->name('api.')->group(function () {
 
     // market data
     Route::get('/market-data/{symbol}', [MarketDataController::class, 'show'])->name('market-data.show');
-});
+});

routes/console.php

@@ -1,35 +1,34 @@
 <?php
 
+use App\Console\Commands\CaptureDailyChange;
+use App\Console\Commands\RefreshDividendData;
+use App\Console\Commands\RefreshMarketData;
+use App\Console\Commands\RefreshSplitData;
+use App\Console\Commands\SyncHoldingData;
 use Illuminate\Support\Facades\Schedule;
-use App\Console\Commands\{RefreshMarketData, CaptureDailyChange, RefreshDividendData, RefreshSplitData, SyncHoldingData};
 
 /**
- * 
  * This scheduled job refreshes market data from your selected data provider
  * Update the cadence with the MARKET_DATA_REFRESH key in your env file
  */
 Schedule::command(RefreshMarketData::class)->weekdays()->everyMinute();
 
 /**
- * 
  * This scheduled job records daily changes to your portfolios every weekday
  */
 Schedule::command(CaptureDailyChange::class)->dailyAt(config('investbrain.daily_change_time_of_day'))->weekdays();
 
 /**
- * 
  * Refreshes dividend data for your holdings (and syncs new dividends to holdings)
  */
 Schedule::command(RefreshDividendData::class)->daily()->days([1, 3, 5]);
 
 /**
- * 
  * Refreshes split data for your holdings (and creates new transactions for new splits)
  */
 Schedule::command(RefreshSplitData::class)->weekly();
 
 /**
- * 
  * Periodically reconciles your holdings with transactions and dividends
  */
 Schedule::command(SyncHoldingData::class)->yearly();

routes/web.php

@@ -1,19 +1,19 @@
 <?php
 
-use Illuminate\Support\Facades\View;
-use Illuminate\Support\Facades\Route;
-use App\Http\Controllers\HoldingController;
+use App\Http\Controllers\ConnectedAccountController;
 use App\Http\Controllers\DashboardController;
+use App\Http\Controllers\HoldingController;
+use App\Http\Controllers\InvitedOnboardingController;
 use App\Http\Controllers\PortfolioController;
 use App\Http\Controllers\TransactionController;
-use App\Http\Controllers\ConnectedAccountController;
-use App\Http\Controllers\InvitedOnboardingController;
+use Illuminate\Support\Facades\Route;
+use Illuminate\Support\Facades\View;
 use Laravel\Jetstream\Http\Controllers\Livewire\PrivacyPolicyController;
 use Laravel\Jetstream\Http\Controllers\Livewire\TermsOfServiceController;
 
 Route::get('/', function () {
-    if (!config('investbrain.self_hosted', true) && View::exists('landing-page::index')) {
-        
+    if (! config('investbrain.self_hosted', true) && View::exists('landing-page::index')) {
+
         return view('landing-page::index');
     }
 

tests/Api/HoldingsTest.php

@@ -2,18 +2,19 @@
 
 namespace Tests\Api;
 
-use Tests\TestCase;
-use App\Models\User;
 use App\Models\Holding;
 use App\Models\Portfolio;
 use App\Models\Transaction;
+use App\Models\User;
 use Illuminate\Foundation\Testing\RefreshDatabase;
+use Tests\TestCase;
 
 class HoldingsTest extends TestCase
 {
     use RefreshDatabase;
 
     protected User $user;
+
     protected Portfolio $portfolio;
 
     protected function setUp(): void
@@ -29,14 +30,14 @@ class HoldingsTest extends TestCase
         $this->actingAs($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']
+                'links' => ['first', 'last', 'prev', 'next'],
             ]);
     }
 
@@ -45,7 +46,7 @@ class HoldingsTest extends TestCase
         // 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();
@@ -88,14 +89,14 @@ class HoldingsTest extends TestCase
         $transaction = Transaction::factory()->create();
 
         $data = [
-            'reinvest_dividends' => true
+            '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
+                'reinvest_dividends' => true,
             ]);
     }
 
@@ -105,7 +106,7 @@ class HoldingsTest extends TestCase
         $transaction = Transaction::factory()->create();
 
         $data = [
-            'reinvest_dividends' => true
+            'reinvest_dividends' => true,
         ];
 
         $otherUser = User::factory()->create();
@@ -113,5 +114,4 @@ class HoldingsTest extends TestCase
             ->putJson(route('api.holding.update', ['portfolio' => $transaction->portfolio_id, 'symbol' => $transaction->symbol]), $data)
             ->assertForbidden();
     }
-
-}
+}

tests/Api/PortfoliosTest.php

@@ -2,16 +2,17 @@
 
 namespace Tests\Api;
 
-use Tests\TestCase;
-use App\Models\User;
 use App\Models\Portfolio;
+use App\Models\User;
 use Illuminate\Foundation\Testing\RefreshDatabase;
+use Tests\TestCase;
 
 class PortfoliosTest extends TestCase
 {
     use RefreshDatabase;
 
     protected User $user;
+
     protected Portfolio $portfolio;
 
     protected function setUp(): void
@@ -27,14 +28,14 @@ class PortfoliosTest extends TestCase
         $this->actingAs($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']
+                'links' => ['first', 'last', 'prev', 'next'],
             ]);
     }
 
@@ -43,7 +44,7 @@ class PortfoliosTest extends TestCase
         // 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();
@@ -61,12 +62,12 @@ class PortfoliosTest extends TestCase
     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']]);
     }
 
@@ -102,12 +103,12 @@ class PortfoliosTest extends TestCase
 
         $this->actingAs($this->user);
         $portfolio = Portfolio::factory()->create();
-        
+
         $this->actingAs($this->user)
             ->putJson(route('api.portfolio.update', $portfolio), $updatedData)
             ->assertOk()
             ->assertJson($updatedData);
-        
+
         $this->assertDatabaseHas('portfolios', $updatedData);
     }
 
@@ -126,7 +127,7 @@ class PortfoliosTest extends TestCase
             ->putJson(route('api.portfolio.update', $portfolio), ['title' => 'A brand new updated title'])
             ->assertOk()
             ->assertJsonFragment([
-                'title' => 'A brand new updated title'
+                'title' => 'A brand new updated title',
             ]);
     }
 
@@ -185,7 +186,7 @@ class PortfoliosTest extends TestCase
         $this->actingAs($this->user)
             ->deleteJson(route('api.portfolio.destroy', $portfolio))
             ->assertNoContent();
-        
+
         $this->assertDatabaseMissing('portfolios', ['id' => $portfolio->id]);
     }
 
@@ -199,4 +200,4 @@ class PortfoliosTest extends TestCase
             ->deleteJson(route('api.portfolio.destroy', $portfolio))
             ->assertForbidden();
     }
-}
+}

tests/Api/TransactionsTest.php

@@ -2,17 +2,18 @@
 
 namespace Tests\Api;
 
-use Tests\TestCase;
-use App\Models\User;
 use App\Models\Portfolio;
 use App\Models\Transaction;
+use App\Models\User;
 use Illuminate\Foundation\Testing\RefreshDatabase;
+use Tests\TestCase;
 
 class TransactionsTest extends TestCase
 {
     use RefreshDatabase;
 
     protected User $user;
+
     protected Portfolio $portfolio;
 
     protected function setUp(): void
@@ -21,7 +22,7 @@ class TransactionsTest extends TestCase
 
         // make user
         $this->user = User::factory()->create();
-        
+
         // make portfolio
         $this->portfolio = Portfolio::factory()->makeOne();
         $this->portfolio->setOwnerIdAttribute($this->user->id);
@@ -33,14 +34,14 @@ class TransactionsTest extends TestCase
         $this->actingAs($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']
+                'links' => ['first', 'last', 'prev', 'next'],
             ]);
     }
 
@@ -49,7 +50,7 @@ class TransactionsTest extends TestCase
         // 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();
@@ -88,7 +89,7 @@ class TransactionsTest extends TestCase
                 'quantity',
                 'date',
                 'cost_basis',
-                'sale_price'
+                'sale_price',
             ]);
     }
 
@@ -97,7 +98,7 @@ class TransactionsTest extends TestCase
         $this->actingAs($this->user)
             ->postJson(route('api.transaction.store'), [
                 'portfolio_id' => $this->portfolio->id,
-                'symbol' => null
+                'symbol' => null,
             ])
             ->assertUnprocessable()
             ->assertJsonValidationErrors(['symbol']);
@@ -133,7 +134,7 @@ class TransactionsTest extends TestCase
             'symbol' => 'ZZZ',
             'transaction_type' => 'BUY',
             'cost_basis' => 200.19,
-            'quantity' => 5
+            'quantity' => 5,
         ];
 
         $this->actingAs($this->user)
@@ -162,7 +163,7 @@ class TransactionsTest extends TestCase
             ->putJson(route('api.transaction.update', $transaction), ['symbol' => 'ZZZ'])
             ->assertOk()
             ->assertJsonFragment([
-                'symbol' => 'ZZZ'
+                'symbol' => 'ZZZ',
             ]);
     }
 
@@ -198,4 +199,4 @@ class TransactionsTest extends TestCase
             ->deleteJson(route('api.transaction.destroy', $transaction))
             ->assertForbidden();
     }
-}
+}