Merge pull request #14 from investbrainapp/dev

fix: adds validation for transaction date

.env.example

@@ -5,10 +5,11 @@ APP_DEBUG=false
 APP_TIMEZONE=UTC
 APP_PORT=8000
 APP_URL="http://localhost:${APP_PORT}"
-ASSET_URL="${APP_URL}"
 SELF_HOSTED=true
 REGISTRATION_ENABLED=true
 
+# ASSET_URL="http://localhost:8000" # (optional) webroot for static assets (css, js, images, etc)
+
 AI_CHAT_ENABLED=false
 OPENAI_API_KEY=
 OPENAI_ORGANIZATION=
@@ -32,7 +33,6 @@ APP_LOCALE=en
 APP_FALLBACK_LOCALE=en
 APP_FAKER_LOCALE=en_US
 
-
 DB_CONNECTION=mysql
 DB_HOST=investbrain-mysql
 DB_PORT=3306

README.md

@@ -6,6 +6,17 @@ Investbrain is a smart open-source investment tracker that helps you manage, tra
 
 <p align="center"><a href="https://investbra.in" target="_blank"><img src="https://raw.githubusercontent.com/investbrainapp/investbrain/main/screenshot.png" width="100%" alt="Investbrain Screenshot"></a></p>
 
+## Table of contents
+- [Under the hood](#under-the-hood)
+- [Install (self hosting)](#self-hosting)
+- [Chat with your holdings](#chat-with-your-holdings)
+- [Market data providers](#market-data-providers)
+- [Configuration](#configuration)
+- [Updating](#updating)
+- [Command line utilities](#command-line-utilities)
+- [Troubleshooting](#troubleshooting)
+- [Testing](#testing)
+
 ## Under the hood
 
 Investbrain is a Laravel PHP web application that leverages Livewire and Tailwind for its frontend. Most databases should work, including MySQL and SQLite. Out of the box, we feature three market data providers: [Yahoo Finance](https://finance.yahoo.com/), [Finnhub](https://finnhub.io/pricing-stock-api-market-data), and [Alpha Vantage](https://www.alphavantage.co/support/). But we also offer an extensible market data provider interface for intrepid developers to create their own! We also offer an integration with OpenAI's LLMs for our ["chat with your holdings"](#chat-with-your-holdings) capability. Finally, of course we have robust support for i18n, a11y, and dark mode. 
@@ -44,7 +55,7 @@ Congrats! You've just installed Investbrain!
 
 Investbrain offers an AI powered chat assistant that is grounded on *your* investments. This enables you to use AI as a thought partner when making investment decisions. 
 
-When self-hosting, you can enable the chat assstant by configuring your OpenAI Secret Key and Organization ID in your [.env](https://github.com/investbrainapp/investbrain/blob/main/.env.example) file. Navigate to OpenAI to [create your keys](https://platform.openai.com/api-keys).
+When self-hosting, you can enable the chat assistant by configuring your OpenAI Secret Key and Organization ID in your [.env](https://github.com/investbrainapp/investbrain/blob/main/.env.example) file. Navigate to OpenAI to [create your keys](https://platform.openai.com/api-keys).
 
 Always keep in mind the limitations of large language models. When in doubt, consult a licensed investment advisor. 
 
@@ -159,6 +170,31 @@ Just to be safe, we recommend backing up your portfolios before using these comm
 | sync:daily-change | Re-calculates daily snapshots of your portfolio's daily performance. Useful to fill in gaps in your portfolio charts. (Note: this is an extremely resource intensive query.) |
 | sync:holdings | Re-calculates performance of holdings with related transactions (i.e. dividends, realized gains, etc). |
 
+## Troubleshooting
+
+If you are facing issues with Investbrain, it can be handy to monitor the application's logs:
+
+```bash
+docker exec -it investbrain-app cat storage/logs/laravel.log
+```
+or you can live monitor logs using `tail`:
+
+```bash
+docker exec -it investbrain-app tail -f storage/logs/laravel.log
+```
+
+### Common issues
+
+<details>
+
+**<summary>Market data not refreshing on fresh install</summary>**
+
+If you're unable to refresh market data out of the box (i.e. your market data provider is set to Yahoo), there is a chance Yahoo is being blocked by a firewall or adblocker.  Pihole is known to block `fc.yahoo.com` which is the domain used to query Yahoo. 
+
+Once you whitelist `fc.yahoo.com` in pihole, your market data should begin populating!
+
+</details>
+
 ## Testing
 
 Investbrain has a robus PHPUnit test suite that creates an in-memory SQLite database and runs any queued jobs synchronously using Laravel's array driver. You can run the entire Investbrain test suite from within the Docker container by running:

app/Models/Dividend.php

@@ -50,10 +50,8 @@ class Dividend extends Model
     /**
      * Grab new dividend data
      *
-     * @param string $symbol
-     * @return void
      */
-    public static function refreshDividendData(string $symbol) 
+    public static function refreshDividendData(string $symbol): void
     {
         $dividends_meta = self::where(['symbol' => $symbol])
             ->selectRaw('COUNT(symbol) as total_dividends')
@@ -68,7 +66,13 @@ class Dividend extends Model
         // nope, refresh forward looking only
         if ( $dividends_meta->total_dividends ) {
 
-            $start_date = $dividends_meta->last_date->addHours(48);
+            $start_date = $dividends_meta->last_date->addHours(24);
+        }
+
+        // skip refresh if there's already recent data
+        if ($start_date >= $end_date) {
+
+            return;
         }
 
         // get some data
@@ -99,8 +103,6 @@ class Dividend extends Model
             $market_data->last_dividend_amount = $dividend_data->sortByDesc('date')->first()['dividend_amount'];
             $market_data->save();
         }
-
-        return $dividend_data;
     }
 
     public static function syncHoldings(string $symbol): void

app/Models/Transaction.php

@@ -125,7 +125,7 @@ class Transaction extends Model
 
     public function scopeBeforeDate($query, $date)
     {
-        return $query->whereDate('date', '<', $date);
+        return $query->whereDate('date', '<=', $date);
     }
 
     public function scopeMyTransactions() 

app/Rules/QuantityValidationRule.php

@@ -50,7 +50,7 @@ class QuantityValidationRule implements ValidationRule
    
             $maxQuantity = $purchase_qty - $sales_qty;
 
-            if ($value > $maxQuantity) {
+            if (round($value, 3) > round($maxQuantity, 3)) {
                 $fail(__('The quantity must not be greater than the available quantity.'));
             }
         }

composer.lock

@@ -62,16 +62,16 @@
         },
         {
             "name": "aws/aws-sdk-php",
-            "version": "3.325.0",
+            "version": "3.325.3",
             "source": {
                 "type": "git",
                 "url": "https://github.com/aws/aws-sdk-php.git",
-                "reference": "ea36e53745cff21519c2dadd808e2482f0bfadf5"
+                "reference": "de0b289c7260fb19301ffa2eb724de2076daad74"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/aws/aws-sdk-php/zipball/ea36e53745cff21519c2dadd808e2482f0bfadf5",
+                "url": "https://api.github.com/repos/aws/aws-sdk-php/zipball/de0b289c7260fb19301ffa2eb724de2076daad74",
-                "reference": "ea36e53745cff21519c2dadd808e2482f0bfadf5",
+                "reference": "de0b289c7260fb19301ffa2eb724de2076daad74",
                 "shasum": ""
             },
             "require": {
@@ -154,9 +154,9 @@
             "support": {
                 "forum": "https://forums.aws.amazon.com/forum.jspa?forumID=80",
                 "issues": "https://github.com/aws/aws-sdk-php/issues",
-                "source": "https://github.com/aws/aws-sdk-php/tree/3.325.0"
+                "source": "https://github.com/aws/aws-sdk-php/tree/3.325.3"
             },
-            "time": "2024-10-30T18:11:21+00:00"
+            "time": "2024-11-06T19:05:22+00:00"
         },
         {
             "name": "bacon/bacon-qr-code",
@@ -999,20 +999,20 @@
         },
         {
             "name": "ezyang/htmlpurifier",
-            "version": "v4.17.0",
+            "version": "v4.18.0",
             "source": {
                 "type": "git",
                 "url": "https://github.com/ezyang/htmlpurifier.git",
-                "reference": "bbc513d79acf6691fa9cf10f192c90dd2957f18c"
+                "reference": "cb56001e54359df7ae76dc522d08845dc741621b"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/ezyang/htmlpurifier/zipball/bbc513d79acf6691fa9cf10f192c90dd2957f18c",
+                "url": "https://api.github.com/repos/ezyang/htmlpurifier/zipball/cb56001e54359df7ae76dc522d08845dc741621b",
-                "reference": "bbc513d79acf6691fa9cf10f192c90dd2957f18c",
+                "reference": "cb56001e54359df7ae76dc522d08845dc741621b",
                 "shasum": ""
             },
             "require": {
-                "php": "~5.6.0 || ~7.0.0 || ~7.1.0 || ~7.2.0 || ~7.3.0 || ~7.4.0 || ~8.0.0 || ~8.1.0 || ~8.2.0 || ~8.3.0"
+                "php": "~5.6.0 || ~7.0.0 || ~7.1.0 || ~7.2.0 || ~7.3.0 || ~7.4.0 || ~8.0.0 || ~8.1.0 || ~8.2.0 || ~8.3.0 || ~8.4.0"
             },
             "require-dev": {
                 "cerdic/css-tidy": "^1.7 || ^2.0",
@@ -1054,9 +1054,9 @@
             ],
             "support": {
                 "issues": "https://github.com/ezyang/htmlpurifier/issues",
-                "source": "https://github.com/ezyang/htmlpurifier/tree/v4.17.0"
+                "source": "https://github.com/ezyang/htmlpurifier/tree/v4.18.0"
             },
-            "time": "2023-11-17T15:01:25+00:00"
+            "time": "2024-11-01T03:51:45+00:00"
         },
         {
             "name": "finnhub/client",
@@ -3780,20 +3780,20 @@
         },
         {
             "name": "nesbot/carbon",
-            "version": "3.8.0",
+            "version": "3.8.1",
             "source": {
                 "type": "git",
                 "url": "https://github.com/briannesbitt/Carbon.git",
-                "reference": "bbd3eef89af8ba66a3aa7952b5439168fbcc529f"
+                "reference": "10ac0aa86b8062219ce21e8189123d611ca3ecd9"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/briannesbitt/Carbon/zipball/bbd3eef89af8ba66a3aa7952b5439168fbcc529f",
+                "url": "https://api.github.com/repos/briannesbitt/Carbon/zipball/10ac0aa86b8062219ce21e8189123d611ca3ecd9",
-                "reference": "bbd3eef89af8ba66a3aa7952b5439168fbcc529f",
+                "reference": "10ac0aa86b8062219ce21e8189123d611ca3ecd9",
                 "shasum": ""
             },
             "require": {
-                "carbonphp/carbon-doctrine-types": "*",
+                "carbonphp/carbon-doctrine-types": "<100.0",
                 "ext-json": "*",
                 "php": "^8.1",
                 "psr/clock": "^1.0",
@@ -3882,7 +3882,7 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2024-08-19T06:22:39+00:00"
+            "time": "2024-11-03T16:02:24+00:00"
         },
         {
             "name": "nette/schema",
@@ -6115,16 +6115,16 @@
         },
         {
             "name": "symfony/console",
-            "version": "v7.1.6",
+            "version": "v7.1.7",
             "source": {
                 "type": "git",
                 "url": "https://github.com/symfony/console.git",
-                "reference": "bb5192af6edc797cbab5c8e8ecfea2fe5f421e57"
+                "reference": "3284aafcac338b6e86fd955ee4d794cbe434151a"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/symfony/console/zipball/bb5192af6edc797cbab5c8e8ecfea2fe5f421e57",
+                "url": "https://api.github.com/repos/symfony/console/zipball/3284aafcac338b6e86fd955ee4d794cbe434151a",
-                "reference": "bb5192af6edc797cbab5c8e8ecfea2fe5f421e57",
+                "reference": "3284aafcac338b6e86fd955ee4d794cbe434151a",
                 "shasum": ""
             },
             "require": {
@@ -6188,7 +6188,7 @@
                 "terminal"
             ],
             "support": {
-                "source": "https://github.com/symfony/console/tree/v7.1.6"
+                "source": "https://github.com/symfony/console/tree/v7.1.7"
             },
             "funding": [
                 {
@@ -6204,7 +6204,7 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2024-10-09T08:46:59+00:00"
+            "time": "2024-11-05T15:34:55+00:00"
         },
         {
             "name": "symfony/css-selector",
@@ -6340,16 +6340,16 @@
         },
         {
             "name": "symfony/error-handler",
-            "version": "v7.1.6",
+            "version": "v7.1.7",
             "source": {
                 "type": "git",
                 "url": "https://github.com/symfony/error-handler.git",
-                "reference": "d60117093c2a9fe667baa8fedf84e8a09b9c592f"
+                "reference": "010e44661f4c6babaf8c4862fe68c24a53903342"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/symfony/error-handler/zipball/d60117093c2a9fe667baa8fedf84e8a09b9c592f",
+                "url": "https://api.github.com/repos/symfony/error-handler/zipball/010e44661f4c6babaf8c4862fe68c24a53903342",
-                "reference": "d60117093c2a9fe667baa8fedf84e8a09b9c592f",
+                "reference": "010e44661f4c6babaf8c4862fe68c24a53903342",
                 "shasum": ""
             },
             "require": {
@@ -6395,7 +6395,7 @@
             "description": "Provides tools to manage errors and ease debugging PHP code",
             "homepage": "https://symfony.com",
             "support": {
-                "source": "https://github.com/symfony/error-handler/tree/v7.1.6"
+                "source": "https://github.com/symfony/error-handler/tree/v7.1.7"
             },
             "funding": [
                 {
@@ -6411,7 +6411,7 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2024-09-25T14:20:29+00:00"
+            "time": "2024-11-05T15:34:55+00:00"
         },
         {
             "name": "symfony/event-dispatcher",
@@ -6635,16 +6635,16 @@
         },
         {
             "name": "symfony/http-foundation",
-            "version": "v7.1.6",
+            "version": "v7.1.7",
             "source": {
                 "type": "git",
                 "url": "https://github.com/symfony/http-foundation.git",
-                "reference": "3d7bbf071b25f802f7d55524d408bed414ea71e2"
+                "reference": "5183b61657807099d98f3367bcccb850238b17a9"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/symfony/http-foundation/zipball/3d7bbf071b25f802f7d55524d408bed414ea71e2",
+                "url": "https://api.github.com/repos/symfony/http-foundation/zipball/5183b61657807099d98f3367bcccb850238b17a9",
-                "reference": "3d7bbf071b25f802f7d55524d408bed414ea71e2",
+                "reference": "5183b61657807099d98f3367bcccb850238b17a9",
                 "shasum": ""
             },
             "require": {
@@ -6692,7 +6692,7 @@
             "description": "Defines an object-oriented layer for the HTTP specification",
             "homepage": "https://symfony.com",
             "support": {
-                "source": "https://github.com/symfony/http-foundation/tree/v7.1.6"
+                "source": "https://github.com/symfony/http-foundation/tree/v7.1.7"
             },
             "funding": [
                 {
@@ -6708,20 +6708,20 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2024-10-11T19:23:14+00:00"
+            "time": "2024-11-06T09:02:46+00:00"
         },
         {
             "name": "symfony/http-kernel",
-            "version": "v7.1.6",
+            "version": "v7.1.7",
             "source": {
                 "type": "git",
                 "url": "https://github.com/symfony/http-kernel.git",
-                "reference": "5d8315899cd76b2e7e29179bf5fea103e41bdf03"
+                "reference": "7f137cda31fd41e422edcdc01915f2c095b84399"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/symfony/http-kernel/zipball/5d8315899cd76b2e7e29179bf5fea103e41bdf03",
+                "url": "https://api.github.com/repos/symfony/http-kernel/zipball/7f137cda31fd41e422edcdc01915f2c095b84399",
-                "reference": "5d8315899cd76b2e7e29179bf5fea103e41bdf03",
+                "reference": "7f137cda31fd41e422edcdc01915f2c095b84399",
                 "shasum": ""
             },
             "require": {
@@ -6806,7 +6806,7 @@
             "description": "Provides a structured process for converting a Request into a Response",
             "homepage": "https://symfony.com",
             "support": {
-                "source": "https://github.com/symfony/http-kernel/tree/v7.1.6"
+                "source": "https://github.com/symfony/http-kernel/tree/v7.1.7"
             },
             "funding": [
                 {
@@ -6822,7 +6822,7 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2024-10-27T13:54:21+00:00"
+            "time": "2024-11-06T09:54:34+00:00"
         },
         {
             "name": "symfony/mailer",
@@ -7626,16 +7626,16 @@
         },
         {
             "name": "symfony/process",
-            "version": "v7.1.6",
+            "version": "v7.1.7",
             "source": {
                 "type": "git",
                 "url": "https://github.com/symfony/process.git",
-                "reference": "6aaa189ddb4ff6b5de8fa3210f2fb42c87b4d12e"
+                "reference": "9b8a40b7289767aa7117e957573c2a535efe6585"
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             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/symfony/process/zipball/6aaa189ddb4ff6b5de8fa3210f2fb42c87b4d12e",
+                "url": "https://api.github.com/repos/symfony/process/zipball/9b8a40b7289767aa7117e957573c2a535efe6585",
-                "reference": "6aaa189ddb4ff6b5de8fa3210f2fb42c87b4d12e",
+                "reference": "9b8a40b7289767aa7117e957573c2a535efe6585",
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             "require": {
@@ -7667,7 +7667,7 @@
             "description": "Executes commands in sub-processes",
             "homepage": "https://symfony.com",
             "support": {
-                "source": "https://github.com/symfony/process/tree/v7.1.6"
+                "source": "https://github.com/symfony/process/tree/v7.1.7"
             },
             "funding": [
                 {
@@ -7683,7 +7683,7 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2024-09-25T14:20:29+00:00"
+            "time": "2024-11-06T09:25:12+00:00"
         },
         {
             "name": "symfony/routing",
@@ -8184,16 +8184,16 @@
         },
         {
             "name": "symfony/var-dumper",
-            "version": "v7.1.6",
+            "version": "v7.1.7",
             "source": {
                 "type": "git",
                 "url": "https://github.com/symfony/var-dumper.git",
-                "reference": "cb5bd55a6b8c2c1c7fb68b0aeae0e257948a720c"
+                "reference": "f6ea51f669760cacd7464bf7eaa0be87b8072db1"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/symfony/var-dumper/zipball/cb5bd55a6b8c2c1c7fb68b0aeae0e257948a720c",
+                "url": "https://api.github.com/repos/symfony/var-dumper/zipball/f6ea51f669760cacd7464bf7eaa0be87b8072db1",
-                "reference": "cb5bd55a6b8c2c1c7fb68b0aeae0e257948a720c",
+                "reference": "f6ea51f669760cacd7464bf7eaa0be87b8072db1",
                 "shasum": ""
             },
             "require": {
@@ -8247,7 +8247,7 @@
                 "dump"
             ],
             "support": {
-                "source": "https://github.com/symfony/var-dumper/tree/v7.1.6"
+                "source": "https://github.com/symfony/var-dumper/tree/v7.1.7"
             },
             "funding": [
                 {
@@ -8263,7 +8263,7 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2024-09-25T14:20:29+00:00"
+            "time": "2024-11-05T15:34:55+00:00"
         },
         {
             "name": "tijsverkoyen/css-to-inline-styles",

resources/views/livewire/manage-transaction-form.blade.php

@@ -36,7 +36,7 @@ new class extends Component {
             'symbol' => ['required', 'string', new SymbolValidationRule],
             'transaction_type' => 'required|string|in:BUY,SELL',
             'portfolio_id' => 'required|exists:portfolios,id',
-            'date' => 'required|date_format:Y-m-d',
+            'date' => ['required', 'date_format:Y-m-d', 'before_or_equal:' . now()->format('Y-m-d')],
             'quantity' => [
                 'required', 
                 'numeric', 
@@ -83,14 +83,14 @@ new class extends Component {
 
     public function save()
     {
-        $this->authorize('fullAccess', $this->portfolio);
-
-        $validated = $this->validate();
-
         if (!isset($this->portfolio)) {
             $this->portfolio = Portfolio::find($this->portfolio_id);
         }
 
+        $this->authorize('fullAccess', $this->portfolio);
+
+        $validated = $this->validate();
+
         $transaction = $this->portfolio->transactions()->create($validated);
         $transaction->save();
 

routes/web.php

@@ -12,7 +12,7 @@ use Laravel\Jetstream\Http\Controllers\Livewire\PrivacyPolicyController;
 use Laravel\Jetstream\Http\Controllers\Livewire\TermsOfServiceController;
 
 Route::get('/', function () {
-    if (config('investbrain.self_hosted', false) && View::exists('landing-page::index')) {
+    if (!config('investbrain.self_hosted', true) && View::exists('landing-page::index')) {
         
         return view('landing-page::index');
     }