chore: code style

2025-01-28 17:14:49 -06:00
parent c4736fae70
commit e8ef0921ad
123 changed files with 1051 additions and 1197 deletions
@@ -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
    {