Merge pull request #44 from investbrainapp/create-docker-image

Use the investbrainapp/investbrain docker image

.env.example

@@ -1,14 +1,15 @@
 APP_NAME=Investbrain
 APP_ENV=production
 APP_KEY=
-APP_DEBUG=false
+APP_DEBUG=true
 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
@@ -52,7 +52,7 @@ QUEUE_CONNECTION=redis
 CACHE_STORE=redis
 
 REDIS_CLIENT=predis
-REDIS_HOST=127.0.0.1
+REDIS_HOST=investbrain-redis
 REDIS_PATH=/tmp/database_server.sock
 REDIS_PASSWORD=null
 REDIS_PORT=6379

README.md

@@ -6,9 +6,21 @@ 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)
+- [Import / Export](#import--export)
+- [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. 
+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 for our ["chat with your holdings"](#chat-with-your-holdings) capability. Finally, of course we have robust support for i18n, a11y, and dark mode. 
 
 ## Self hosting
 
@@ -44,9 +56,11 @@ 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. 
+If you are self-hosting your own large language models ("LLMs") that expose an OpenAI compatible API (e.g. [Ollama](https://ollama.com/blog/openai-compatibility)), you can update the `OPENAI_BASE_URI` configuration to your self-hosted instance. Ensure you also update the `OPENAI_MODEL` to an available model.
+
+Always keep in mind the limitations of LLMs. When in doubt, consult a licensed investment advisor. 
 
 ## Market data providers
 
@@ -93,6 +107,18 @@ MARKET_DATA_PROVIDER=yahoo,alphavantage,custom_provider
 
 Feel free to submit a PR with any custom providers you create.
 
+## Import / Export
+
+Investbrain includes a convenient feature which allows you to import and export portfolios and transaction data. 
+
+### Import
+
+Imports are "upserted" to the database. If the record does not already exist in the database, the record will be created. However, when a portfolio or transaction exists (the record's ID matches an existing record), the record will be updated. This way, you can simultaneously create new records, but also bulk update records.
+
+### Export
+
+Exporting your portfolios and transactions is a convenient way to back-up your Investbrain data. It is also a convenient way to maintain portability of *your* data.
+
 ## Configuration
 
 There are several optional configurations available when installing using the recommended [Docker method](#self-hosting). These options are configurable using an environment file. Changes can be made in your [.env](https://github.com/investbrainapp/investbrain/blob/main/.env.example) file before installation. 
@@ -109,11 +135,12 @@ There are several optional configurations available when installing using the re
 | AI_CHAT_ENABLED | Whether to enable AI chat features | `false` |
 | OPENAI_API_KEY | OpenAI secret key (required for AI chat) | `null` |
 | OPENAI_ORGANIZATION | OpenAI org id (required for AI chat) | `null` |
+| OPENAI_MODEL | The selected LLM used for AI chat | gpt-4o |
+| OPENAI_BASE_URI | The URI for your self-hosted LLM | api.openai.com/v1 |
 | DAILY_CHANGE_TIME | The time of day to capture daily change | 23:00 |
 | REGISTRATION_ENABLED | Whether to enable registration of new users | `true` |
 
 
-
 > Note: These options affect the [docker-compose.yml](https://github.com/investbrainapp/investbrain/blob/main/docker-compose.yml) file, so if you decide to make any changes to these default configurations, you'll have to restart the Docker containers before your changes take effect.
 
 ## Updating
@@ -159,6 +186,31 @@ 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:
@@ -185,7 +237,7 @@ We ask that you be kind and polite when interacting with the Investbrain communi
 
 ## Security Vulnerabilities
 
-If you discover a security vulnerability within Investbrain, please create an issue in the [Github repository](https://github.com/investbrainapp/investbrain). All security vulnerabilities will be promptly addressed.
+If you discover a security vulnerability within Investbrain, please submit your report via [Github](https://github.com/investbrainapp/investbrain/security/advisories/new). All security vulnerabilities will be promptly addressed. We ask that you keep any suspected vulnerabilities private and confidential until they have been appropriately addressed.
 
 ## License
 

SECURITY.md

@@ -0,0 +1,12 @@
+# Security Policy
+
+## Supported Versions
+
+| Version | Supported          |
+| ------- | ------------------ |
+| 1.0.x   | :white_check_mark: |
+| < 1.0.0   | :x:                |
+
+## Reporting a Vulnerability
+
+If you discover a security vulnerability within Investbrain, please submit your report via [Github](https://github.com/investbrainapp/investbrain/security/advisories/new). All security vulnerabilities will be promptly addressed. We ask that you keep any suspected vulnerabilities private and confidential until they have been appropriately addressed.

app/Models/Dividend.php

@@ -27,7 +27,7 @@ class Dividend extends Model
 
     protected $casts = [
         'date' => 'datetime',
-        'last_date' => 'datetime',
+        'last_dividend_update' => 'datetime',
     ];
 
     public function marketData() {
@@ -50,25 +50,29 @@ 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')
-            ->selectRaw('MAX(date) as last_date')
+            ->selectRaw('MAX(created_at) as last_dividend_update')
             ->get()
             ->first();
 
         // assume we need to populate ALL dividend data
-        $start_date = new \DateTime('@0');
+        $start_date = new Carbon('@0');
         $end_date = now();
 
         // nope, refresh forward looking only
         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)) {
 
-            $start_date = $dividends_meta->last_date->addHours(48);
+            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/Providers/JetstreamServiceProvider.php

@@ -2,7 +2,10 @@
 
 namespace App\Providers;
 
+use Illuminate\Support\Arr;
+use Laravel\Jetstream\Features;
 use App\Actions\Jetstream\DeleteUser;
+use Illuminate\Support\Facades\Config;
 use Illuminate\Support\ServiceProvider;
 use Laravel\Jetstream\Jetstream;
 
@@ -26,6 +29,13 @@ class JetstreamServiceProvider extends ServiceProvider
 
         Jetstream::deleteUsersUsing(DeleteUser::class);
 
+        if ( config('investbrain.self_hosted', false) ) {
+
+            Config::set(
+                'jetstream.features',
+                array_keys(Arr::except(array_values(config('jetstream.features')), Features::termsAndPrivacyPolicy()))
+            );
+        }
     }
 
     /**

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.json

@@ -16,7 +16,7 @@
         "livewire/livewire": "^3.5",
         "livewire/volt": "^1.6",
         "maatwebsite/excel": "^3.1",
-        "openai-php/laravel": "^0.10.2",
+        "openai-php/client": "^0.10.3",
         "predis/predis": "^2.2",
         "robsontenorio/mary": "^1.35",
         "scheb/yahoo-finance-api": "^4.11",

config/livewire.php

@@ -143,7 +143,7 @@ return [
     |
     */
 
-    'inject_morph_markers' => true,
+    'inject_morph_markers' => false,
 
     /*
     |---------------------------------------------------------------------------

config/openai.php

@@ -27,5 +27,6 @@ return [
     'request_timeout' => env('OPENAI_REQUEST_TIMEOUT', 30),
 
     //
+    'base_uri' => env('OPENAI_BASE_URI', 'api.openai.com/v1'),
     'model' => env('OPENAI_MODEL', 'gpt-4o'),
 ];

docker-compose.yml

@@ -3,9 +3,7 @@ networks:
     driver: bridge
 services:
   app:
-    build:
-      context: .
-      dockerfile: docker/Dockerfile
+    image: investbrainapp/investbrain:latest
     container_name: investbrain-app
     restart: unless-stopped
     tty: true
@@ -15,8 +13,18 @@ services:
       - .:/var/www/app:delegated
     depends_on:
       - mysql
+      - redis
     networks:
       - investbrain-network
+  redis:
+    image: redis:alpine
+    container_name: investbrain-redis
+    restart: unless-stopped
+    tty: true
+    networks:
+      - investbrain-network
+    volumes:
+      - investbrain-redis:/data
   nginx:
     image: nginx:alpine
     container_name: investbrain-nginx
@@ -46,4 +54,5 @@ services:
     networks:
       - investbrain-network
 volumes:
+  investbrain-redis:
   investbrain-mysql:

docker/.gitignore

@@ -1 +0,0 @@
-dump.rdb

docker/Dockerfile

@@ -1,47 +0,0 @@
-FROM php:8.3-fpm
-
-ENV DEBIAN_FRONTEND noninteractive
-
-# Set the working directory
-COPY . /var/www/app
-WORKDIR /var/www/app
-
-# Install common php extension dependencies
-RUN apt-get update && apt-get install -y \
-    libfreetype-dev \
-    libjpeg62-turbo-dev \
-    libpng-dev \
-    zlib1g-dev \
-    libzip-dev \
-    unzip \
-    libicu-dev \
-    git \
-    curl \
-    redis \
-    supervisor \
-    && docker-php-ext-configure gd --with-freetype --with-jpeg \
-    && docker-php-ext-install -j$(nproc) \
-            gd \
-            zip \
-            pdo_mysql \
-            mysqli \
-            intl
-
-# Install Node.js and npm
-RUN curl -fsSL https://deb.nodesource.com/setup_20.x | bash - \
-    && apt-get install -y nodejs \
-    && npm install -g npm@latest
-
-# Copy over supervisor configuration
-COPY ./docker/supervisord.conf /etc/supervisor/conf.d/supervisord.conf
-
-# Update permissions
-RUN chown -R www-data:www-data . \
-    && chmod -R 775 ./storage \
-    && chmod +x ./docker/entrypoint.sh 
-
-# install composer
-COPY --from=composer:2.6.5 /usr/bin/composer /usr/local/bin/composer
-
-# Run everything else
-CMD ["./docker/entrypoint.sh"]

docker/entrypoint.sh

@@ -9,9 +9,6 @@ if [ ! -f ".env" ]; then
     cp .env.example .env
 fi
 
-echo "====================== Checking for updates...  ====================== "
-/usr/bin/git pull
-
 echo "====================== Installing Composer dependencies...  ====================== "
 /usr/local/bin/composer install
 
@@ -38,7 +35,20 @@ echo "====================== Installing NPM dependencies and building frontend..
 /usr/bin/npm run build 
 
 echo "====================== Running migrations...  ====================== "
-/usr/local/bin/php artisan migrate --force
+run_migrations() {
+    /usr/local/bin/php artisan migrate --force
+}
+RETRIES=30
+DELAY=5
+until run_migrations; do
+  RETRIES=$((RETRIES-1))
+  if [ $RETRIES -le 0 ]; then
+    echo "Database is not ready after multiple attempts. Exiting..."
+    exit 1
+  fi
+  echo "Waiting for database to be ready... retrying in $DELAY seconds."
+  sleep $DELAY
+done
 
 echo "====================== Spinning up Supervisor daemon...  ====================== "
 exec /usr/bin/supervisord -c /etc/supervisor/conf.d/supervisord.conf

docker/redis.conf

@@ -1,2 +0,0 @@
-# Redis RDB and AOF file location
-dir /var/www/app/docker

docker/supervisord.conf

@@ -11,13 +11,6 @@ autorestart=true
 stdout_logfile=/var/log/supervisor/php.log
 stderr_logfile=/var/log/supervisor/php_error.log
 
-[program:redis]
-command=redis-server /var/www/app/docker/redis.conf
-autostart=true
-autorestart=true
-stdout_logfile=/var/log/supervisor/redis.log
-stderr_logfile=/var/log/supervisor/redis_error.log
-
 [program:scheduler]
 command=php artisan schedule:work
 autorestart=true

package-lock.json

@@ -1,5 +1,5 @@
 {
-    "name": "investbrain",
+    "name": "app",
     "lockfileVersion": 3,
     "requires": true,
     "packages": {
@@ -11,12 +11,12 @@
                 "@tailwindcss/forms": "^0.5.7",
                 "@tailwindcss/typography": "^0.5.10",
                 "autoprefixer": "^10.4.19",
-                "axios": "^1.6.4",
+                "axios": "^1.7.4",
                 "daisyui": "^4.12.10",
                 "laravel-vite-plugin": "^1.0",
                 "postcss": "^8.4.40",
                 "tailwindcss": "^3.4.7",
-                "vite": "^5.0"
+                "vite": "^5.4"
             }
         },
         "node_modules/@alloc/quick-lru": {
@@ -862,9 +862,9 @@
             }
         },
         "node_modules/axios": {
-            "version": "1.7.3",
-            "resolved": "https://registry.npmjs.org/axios/-/axios-1.7.3.tgz",
-            "integrity": "sha512-Ar7ND9pU99eJ9GpoGQKhKf58GpUOgnzuaB7ueNQ5BMi0p+LZ5oaEnfF999fAArcTIBwXTCHAmGcHOZJaWPq9Nw==",
+            "version": "1.7.4",
+            "resolved": "https://registry.npmjs.org/axios/-/axios-1.7.4.tgz",
+            "integrity": "sha512-DukmaFRnY6AzAALSH4J2M3k6PkaC+MfaAGdEERRWcC9q3/TWQwLpHR8ZRLKTdQ3aBDL64EdluRDjJqKw+BPZEw==",
             "dev": true,
             "dependencies": {
                 "follow-redirects": "^1.15.6",
@@ -1721,9 +1721,9 @@
             }
         },
         "node_modules/picocolors": {
-            "version": "1.0.1",
-            "resolved": "https://registry.npmjs.org/picocolors/-/picocolors-1.0.1.tgz",
-            "integrity": "sha512-anP1Z8qwhkbmu7MFP5iTt+wQKXgwzf7zTyGlcdzabySa9vd0Xt392U0rVmz9poOaBj0uHJKyyo9/upk0HrEQew==",
+            "version": "1.1.1",
+            "resolved": "https://registry.npmjs.org/picocolors/-/picocolors-1.1.1.tgz",
+            "integrity": "sha512-xceH2snhtb5M9liqDsmEw56le376mTZkEX/jEb/RxNFyegNul7eNslCXP9FDj/Lcu0X8KEyMceP2ntpaHrDEVA==",
             "dev": true
         },
         "node_modules/picomatch": {
@@ -1757,9 +1757,9 @@
             }
         },
         "node_modules/postcss": {
-            "version": "8.4.40",
-            "resolved": "https://registry.npmjs.org/postcss/-/postcss-8.4.40.tgz",
-            "integrity": "sha512-YF2kKIUzAofPMpfH6hOi2cGnv/HrUlfucspc7pDyvv7kGdqXrfj8SCl/t8owkEgKEuu8ZcRjSOxFxVLqwChZ2Q==",
+            "version": "8.4.47",
+            "resolved": "https://registry.npmjs.org/postcss/-/postcss-8.4.47.tgz",
+            "integrity": "sha512-56rxCq7G/XfB4EkXq9Egn5GCqugWvDFjafDOThIdMBsI15iqPqR5r15TfSr1YPYeEI19YeaXMCbY6u88Y76GLQ==",
             "dev": true,
             "funding": [
                 {
@@ -1777,8 +1777,8 @@
             ],
             "dependencies": {
                 "nanoid": "^3.3.7",
-                "picocolors": "^1.0.1",
-                "source-map-js": "^1.2.0"
+                "picocolors": "^1.1.0",
+                "source-map-js": "^1.2.1"
             },
             "engines": {
                 "node": "^10 || ^12 || >=14"
@@ -2090,9 +2090,9 @@
             }
         },
         "node_modules/source-map-js": {
-            "version": "1.2.0",
-            "resolved": "https://registry.npmjs.org/source-map-js/-/source-map-js-1.2.0.tgz",
-            "integrity": "sha512-itJW8lvSA0TXEphiRoawsCksnlf8SyvmFzIhltqAHluXd88pkCd+cXJVHTDwdCr0IzwptSm035IHQktUu1QUMg==",
+            "version": "1.2.1",
+            "resolved": "https://registry.npmjs.org/source-map-js/-/source-map-js-1.2.1.tgz",
+            "integrity": "sha512-UXWMKhLOwVKb728IUtQPXxfYU+usdybtUrK/8uGE8CQMvrhOpwvzDBwj0QhSL7MQc7vIsISBG8VQ8+IDQxpfQA==",
             "dev": true,
             "engines": {
                 "node": ">=0.10.0"
@@ -2437,14 +2437,14 @@
             "dev": true
         },
         "node_modules/vite": {
-            "version": "5.3.5",
-            "resolved": "https://registry.npmjs.org/vite/-/vite-5.3.5.tgz",
-            "integrity": "sha512-MdjglKR6AQXQb9JGiS7Rc2wC6uMjcm7Go/NHNO63EwiJXfuk9PgqiP/n5IDJCziMkfw9n4Ubp7lttNwz+8ZVKA==",
+            "version": "5.4.10",
+            "resolved": "https://registry.npmjs.org/vite/-/vite-5.4.10.tgz",
+            "integrity": "sha512-1hvaPshuPUtxeQ0hsVH3Mud0ZanOLwVTneA1EgbAM5LhaZEqyPWGRQ7BtaMvUrTDeEaC8pxtj6a6jku3x4z6SQ==",
             "dev": true,
             "dependencies": {
                 "esbuild": "^0.21.3",
-                "postcss": "^8.4.39",
-                "rollup": "^4.13.0"
+                "postcss": "^8.4.43",
+                "rollup": "^4.20.0"
             },
             "bin": {
                 "vite": "bin/vite.js"
@@ -2463,6 +2463,7 @@
                 "less": "*",
                 "lightningcss": "^1.21.0",
                 "sass": "*",
+                "sass-embedded": "*",
                 "stylus": "*",
                 "sugarss": "*",
                 "terser": "^5.4.0"
@@ -2480,6 +2481,9 @@
                 "sass": {
                     "optional": true
                 },
+                "sass-embedded": {
+                    "optional": true
+                },
                 "stylus": {
                     "optional": true
                 },

package.json

@@ -9,12 +9,12 @@
         "@tailwindcss/forms": "^0.5.7",
         "@tailwindcss/typography": "^0.5.10",
         "autoprefixer": "^10.4.19",
-        "axios": "^1.6.4",
+        "axios": "^1.7.4",
         "daisyui": "^4.12.10",
         "laravel-vite-plugin": "^1.0",
         "postcss": "^8.4.40",
         "tailwindcss": "^3.4.7",
-        "vite": "^5.0"
+        "vite": "^5.4"
     },
     "dependencies": {
         "apexcharts": "^3.51.0"

resources/views/dashboard.blade.php

@@ -63,7 +63,9 @@
         <x-ib-card title="{{ __('Recent activity') }}" class="md:col-span-3">
                 
             @livewire('transactions-list', [
-                'transactions' => $user->transactions
+                'transactions' => $user->transactions,
+                'showPortfolio' => true,
+                'paginate' => false
             ])
 
         </x-ib-card>

resources/views/holding/show.blade.php

@@ -207,7 +207,7 @@
                          * 52 week high: {$holding->market_data->fifty_two_week_high}
                          * Dividend yield: {$holding->market_data->dividend_yield}
                         
-                        Based on this current market data, quantity owned, and average cost basis, you should determine if the {$holding->symbol} holding is making or losing money.
+                        This data is current as of today's date: " . now()->format('Y-m-d') . ". Based on this current market data, quantity owned, and average cost basis, you should determine if the {$holding->symbol} holding is making or losing money.
 
                         Below is the question from the investor. Considering these facts, provide a concise response to the following question (give a direct response). Limit your response to no more than 75 words and consider using a common decision framework. Use github style markdown for any formatting:"
             ])

resources/views/livewire/ai-chat-window.blade.php

@@ -5,7 +5,7 @@ use App\Models\AiChat;
 use App\Models\Holding;
 use Illuminate\Database\Eloquent\Model;
 use Livewire\Volt\Component;
-use OpenAI\Laravel\Facades\OpenAI;
+use OpenAI\Factory;
 use OpenAI\Responses\StreamResponse;
 
 new class extends Component {
@@ -67,7 +67,9 @@ new class extends Component {
     {
     
         try {
-            $stream = OpenAI::chat()->createStreamed([
+            $client = $this->createOpenAiClient();
+            
+            $stream = $client->chat()->createStreamed([
                 'model' => config('openai.model'),
                 'messages' => [
                     ['role' => 'system', 'content' => "Today's date is "
@@ -104,7 +106,9 @@ new class extends Component {
     public function generateSuggestedPrompts(): void
     {
         try {
-            $suggested_prompts = OpenAI::chat()->create([
+            $client = $this->createOpenAiClient();
+
+            $suggested_prompts = $client->chat()->create([
                 'model' => config('openai.model'),
                 'response_format' => [
                     'type' => 'json_schema',
@@ -192,6 +196,21 @@ new class extends Component {
         return false;
     }
 
+    private function createOpenAiClient()
+    {
+        $apiKey = config('openai.api_key');
+        $organization = config('openai.organization');
+        $baseUri = config('openai.base_uri');
+
+        return OpenAI::factory()
+            ->withApiKey($apiKey)
+            ->withOrganization($organization)
+            ->withHttpHeader('OpenAI-Beta', 'assistants=v2')
+            ->withHttpClient(new \GuzzleHttp\Client(['timeout' => config('openai.request_timeout', 30)]))
+            ->withBaseUri($baseUri)
+            ->make();
+    }
+
 }; ?>
 
 <div 

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();
 

resources/views/livewire/transactions-list.blade.php

@@ -15,6 +15,10 @@ new class extends Component {
     public ?Portfolio $portfolio;
     public ?Transaction $editingTransaction;
     public Bool $shouldGoToHolding = true;
+    public Bool $showPortfolio = false;
+    public Bool $paginate = true;
+    public Int $perPage = 5;
+    public Int $offset = 0;
 
     protected $listeners = [
         'transaction-updated' => '$refresh',
@@ -38,17 +42,23 @@ new class extends Component {
         return $this->redirect(route('holding.show', ['portfolio' => $holding['portfolio_id'], 'symbol' => $holding['symbol']]));
     }
 
+    public function updateOffset($amount = 0)
+    {
+        $this->offset = $this->offset + $amount;
+    }
+
 }; ?>
 
 <div class="">
 
-    @foreach($transactions->sortByDesc('date')->take(10) as $transaction)
+    @foreach($transactions->sortByDesc('date')->slice($offset)->take($perPage) as $transaction)
 
         <x-list-item 
             no-separator 
             :item="$transaction" 
             class="cursor-pointer"
             x-data="{ loading: false, timeout: null }"
+            :key="$transaction->id"
             @click="
                 if ($wire.shouldGoToHolding) {
 
@@ -83,12 +93,44 @@ new class extends Component {
                 <x-loading x-show="loading" x-cloak class="text-gray-400 ml-2" />
             </x-slot:value>
             <x-slot:sub-value>
+                @if($showPortfolio)
+                <span title="{{ __('Portfolio') }}">{{ $transaction->portfolio->title }} </span>
+                &middot;
+                @endif
                 <span title="{{ __('Transaction Date') }}">{{ $transaction->date->format('F j, Y') }} </span>
             </x-slot:sub-value>
         </x-list-item>
 
     @endforeach
 
+    @if ($paginate && count($transactions) > $perPage)
+        <div class="flex justify-between">
+            
+            <span>
+                @if($offset > 0)
+                <x-button 
+                    class="btn btn-sm btn-ghost text-secondary"
+                    wire:click="updateOffset(-{{ $perPage }})"
+                >
+                    {!! __('pagination.previous') !!}
+                </x-button>
+                @endif
+            </span>
+
+            <span>
+                @if(count($transactions) - $offset >  $offset)
+                <x-button 
+                    class="btn btn-sm btn-ghost text-secondary"
+                    wire:click="updateOffset({{ $perPage }})"
+                >
+                    {!! __('pagination.next') !!}
+                </x-button>
+                @endif
+            </span>
+            
+        </div>
+    @endif
+
     <x-ib-alpine-modal 
         key="manage-transaction"
         title="{{ __('Manage Transaction') }}"
@@ -96,7 +138,7 @@ new class extends Component {
         @livewire('manage-transaction-form', [
             'portfolio' => $portfolio, 
             'transaction' => $editingTransaction, 
-        ], key($editingTransaction->id ?? 'new'))
+        ], key($editingTransaction?->id.rand()))
 
     </x-ib-alpine-modal>
 </div>

resources/views/portfolio/show.blade.php

@@ -173,7 +173,7 @@
                         
                         {$formattedHoldings}
 
-                        Based on the current market data, quantity owned, and average cost basis, you can determine the performance of any holding.
+                        This data is current as of today's date: " . now()->format('Y-m-d') . ". Based on the current market data, quantity owned, and average cost basis, you can determine the performance of any holding.
 
                         Below is the question from the investor. Considering these facts, provide a concise response to the following question (give a direct response). Limit your response to no more than 75 words and consider using a common decision framework. Use github style markdown for any formatting:"
             ])

routes/console.php

@@ -8,7 +8,7 @@ use App\Console\Commands\{RefreshMarketData, CaptureDailyChange, RefreshDividend
  * 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)->everyMinute()->weekdays();
+Schedule::command(RefreshMarketData::class)->weekdays()->everyMinute();
 
 /**
  * 
@@ -20,7 +20,7 @@ Schedule::command(CaptureDailyChange::class)->dailyAt(config('investbrain.daily_
  * 
  * Refreshes dividend data for your holdings (and syncs new dividends to holdings)
  */
-Schedule::command(RefreshDividendData::class)->days([1, 3, 5])->weekdays();
+Schedule::command(RefreshDividendData::class)->daily()->days([1, 3, 5]);
 
 /**
  * 

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');
     }

tests/DividendsTest.php

@@ -61,4 +61,26 @@ class DividendsTest extends TestCase
         $this->assertCount(3, $transactions);
         $this->assertEqualsWithDelta(4.95, $dividendsReinvested * $market_data->market_value, 0.01);
     }
+
+    /**
+     */
+    public function test_do_not_duplicate_recent_dividends(): void
+    {
+        $this->actingAs($user = User::factory()->create());
+        
+        $portfolio = Portfolio::factory()->create();
+        Transaction::factory()->buy()->yearsAgo()->portfolio($portfolio->id)->symbol('ACME')->create();
+
+        $holding = Holding::query()->portfolio($portfolio->id)->symbol('ACME')->first();
+
+        Dividend::create([
+            'symbol' => 'ACME',
+            'date' => now()->subDay(2),
+            'dividend_amount' => .01
+        ]);
+        
+        Dividend::refreshDividendData('ACME');
+
+        $this->assertCount(1, $holding->dividends);
+    }
 }