Merge pull request #31 from investbrainapp/dev

Uses last dividend created date as start date instead of last dividend date
fix: uses last dividend created date as start date instead of last dividend date
2024-11-14 01:30:27 -06:00 · 2024-11-14 01:25:03 -06:00 · 2024-11-12 22:42:27 -06:00 · 2024-11-12 22:36:50 -06:00 · 2024-11-12 20:56:50 -06:00 · 2024-11-12 22:47:25 +00:00
11 changed files with 219 additions and 142 deletions
@@ -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:
@@ -185,7 +221,7 @@ 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

@@ -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.
@@ -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
@@ -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() 
@@ -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.'));
            }
        }
@@ -62,16 +62,16 @@
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+            "version": "3.325.7",
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-                "source": "https://github.com/aws/aws-sdk-php/tree/3.325.3"
+                "source": "https://github.com/aws/aws-sdk-php/tree/3.325.7"
            },
-            "time": "2024-11-06T19:05:22+00:00"
+            "time": "2024-11-12T19:27:31+00:00"
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@@ -1966,16 +1966,16 @@
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+            "time": "2024-11-12T14:51:12+00:00"
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+            "time": "2024-11-12T15:36:15+00:00"
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+            "time": "2024-11-11T20:18:18+00:00"
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@@ -2332,7 +2332,7 @@
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@@ -2360,9 +2360,9 @@
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-                "source": "https://github.com/laravel/prompts/tree/v0.3.1"
+                "source": "https://github.com/laravel/prompts/tree/v0.3.2"
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-            "time": "2024-10-09T19:42:26+00:00"
+            "time": "2024-11-12T14:59:47+00:00"
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@@ -2430,16 +2430,16 @@
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@@ -3212,16 +3212,16 @@
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+            "time": "2024-11-12T14:51:01+00:00"
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@@ -3361,7 +3361,7 @@
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@@ -3613,16 +3613,16 @@
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+            "time": "2024-11-07T17:46:48+00:00"
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            "name": "nette/schema",
@@ -4179,16 +4181,16 @@
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        {
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-            "version": "v0.10.2",
+            "version": "v0.10.3",
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                "url": "https://github.com/openai-php/client.git",
-                "reference": "efa92628ba9fb56f7877c0d616f5221c4a447856"
+                "reference": "4a565d145e0fb3ea1baba8fffe39d86c56b6dc2c"
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-                "reference": "efa92628ba9fb56f7877c0d616f5221c4a447856",
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            },
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@@ -4206,11 +4208,10 @@
                "laravel/pint": "^1.18.1",
                "mockery/mockery": "^1.6.12",
                "nunomaduro/collision": "^7.11.0|^8.5.0",
-                "pestphp/pest": "^2.36.0|^3.4.1",
+                "pestphp/pest": "^2.36.0|^3.5.0",
                "pestphp/pest-plugin-arch": "^2.7|^3.0",
                "pestphp/pest-plugin-type-coverage": "^2.8.7|^3.1.0",
-                "phpstan/phpstan": "^1.12.6",
-                "rector/rector": "^1.2.7",
+                "phpstan/phpstan": "^1.12.7",
                "symfony/var-dumper": "^6.4.11|^7.1.5"
            },
            "type": "library",
@@ -4251,7 +4252,7 @@
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            "support": {
                "issues": "https://github.com/openai-php/client/issues",
-                "source": "https://github.com/openai-php/client/tree/v0.10.2"
+                "source": "https://github.com/openai-php/client/tree/v0.10.3"
            },
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                {
@@ -4267,7 +4268,7 @@
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                }
            ],
-            "time": "2024-10-17T20:28:25+00:00"
+            "time": "2024-11-12T20:51:16+00:00"
        },
        {
            "name": "openai-php/laravel",
@@ -4612,16 +4613,16 @@
        },
        {
            "name": "phpoffice/phpspreadsheet",
-            "version": "1.29.2",
+            "version": "1.29.4",
            "source": {
                "type": "git",
                "url": "https://github.com/PHPOffice/PhpSpreadsheet.git",
-                "reference": "3a5a818d7d3e4b5bd2e56fb9de44dbded6eae07f"
+                "reference": "7ca7e325dca3adb6a598385aab81f527b8d6c75d"
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-                "reference": "3a5a818d7d3e4b5bd2e56fb9de44dbded6eae07f",
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@@ -4711,9 +4712,9 @@
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            "support": {
                "issues": "https://github.com/PHPOffice/PhpSpreadsheet/issues",
-                "source": "https://github.com/PHPOffice/PhpSpreadsheet/tree/1.29.2"
+                "source": "https://github.com/PHPOffice/PhpSpreadsheet/tree/1.29.4"
            },
-            "time": "2024-09-29T07:04:47+00:00"
+            "time": "2024-11-10T16:26:22+00:00"
        },
        {
            "name": "phpoption/phpoption",
@@ -5731,16 +5732,16 @@
        },
        {
            "name": "robsontenorio/mary",
-            "version": "1.41.2",
+            "version": "1.41.4",
            "source": {
                "type": "git",
                "url": "https://github.com/robsontenorio/mary.git",
-                "reference": "ec5661a7cb4911ffb48dbf64c4455bdb52d0f196"
+                "reference": "d88af3a6e52c39e84455927111449035f1ede92d"
            },
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-                "reference": "ec5661a7cb4911ffb48dbf64c4455bdb52d0f196",
+                "url": "https://api.github.com/repos/robsontenorio/mary/zipball/d88af3a6e52c39e84455927111449035f1ede92d",
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@@ -5806,7 +5807,7 @@
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-                "source": "https://github.com/robsontenorio/mary/tree/1.41.2"
+                "source": "https://github.com/robsontenorio/mary/tree/1.41.4"
            },
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@@ -5814,7 +5815,7 @@
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                }
            ],
-            "time": "2024-10-30T18:25:35+00:00"
+            "time": "2024-11-12T14:30:56+00:00"
        },
        {
            "name": "scheb/yahoo-finance-api",
@@ -8617,16 +8618,16 @@
    "packages-dev": [
        {
            "name": "fakerphp/faker",
-            "version": "v1.23.1",
+            "version": "v1.24.0",
            "source": {
                "type": "git",
                "url": "https://github.com/FakerPHP/Faker.git",
-                "reference": "bfb4fe148adbf78eff521199619b93a52ae3554b"
+                "reference": "a136842a532bac9ecd8a1c723852b09915d7db50"
            },
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-                "url": "https://api.github.com/repos/FakerPHP/Faker/zipball/bfb4fe148adbf78eff521199619b93a52ae3554b",
-                "reference": "bfb4fe148adbf78eff521199619b93a52ae3554b",
+                "url": "https://api.github.com/repos/FakerPHP/Faker/zipball/a136842a532bac9ecd8a1c723852b09915d7db50",
+                "reference": "a136842a532bac9ecd8a1c723852b09915d7db50",
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@@ -8674,9 +8675,9 @@
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            "support": {
                "issues": "https://github.com/FakerPHP/Faker/issues",
-                "source": "https://github.com/FakerPHP/Faker/tree/v1.23.1"
+                "source": "https://github.com/FakerPHP/Faker/tree/v1.24.0"
            },
-            "time": "2024-01-02T13:46:09+00:00"
+            "time": "2024-11-07T15:11:20+00:00"
        },
        {
            "name": "filp/whoops",
@@ -8868,16 +8869,16 @@
        },
        {
            "name": "laravel/sail",
-            "version": "v1.37.1",
+            "version": "v1.38.0",
            "source": {
                "type": "git",
                "url": "https://github.com/laravel/sail.git",
-                "reference": "7efa151ea0d16f48233d6a6cd69f81270acc6e93"
+                "reference": "d17abae06661dd6c46d13627b1683a2924259145"
            },
            "dist": {
                "type": "zip",
-                "url": "https://api.github.com/repos/laravel/sail/zipball/7efa151ea0d16f48233d6a6cd69f81270acc6e93",
-                "reference": "7efa151ea0d16f48233d6a6cd69f81270acc6e93",
+                "url": "https://api.github.com/repos/laravel/sail/zipball/d17abae06661dd6c46d13627b1683a2924259145",
+                "reference": "d17abae06661dd6c46d13627b1683a2924259145",
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            },
            "require": {
@@ -8927,7 +8928,7 @@
                "issues": "https://github.com/laravel/sail/issues",
                "source": "https://github.com/laravel/sail"
            },
-            "time": "2024-10-29T20:18:14+00:00"
+            "time": "2024-11-11T20:16:51+00:00"
        },
        {
            "name": "mockery/mockery",
@@ -9014,16 +9015,16 @@
        },
        {
            "name": "myclabs/deep-copy",
-            "version": "1.12.0",
+            "version": "1.12.1",
            "source": {
                "type": "git",
                "url": "https://github.com/myclabs/DeepCopy.git",
-                "reference": "3a6b9a42cd8f8771bd4295d13e1423fa7f3d942c"
+                "reference": "123267b2c49fbf30d78a7b2d333f6be754b94845"
            },
            "dist": {
                "type": "zip",
-                "url": "https://api.github.com/repos/myclabs/DeepCopy/zipball/3a6b9a42cd8f8771bd4295d13e1423fa7f3d942c",
-                "reference": "3a6b9a42cd8f8771bd4295d13e1423fa7f3d942c",
+                "url": "https://api.github.com/repos/myclabs/DeepCopy/zipball/123267b2c49fbf30d78a7b2d333f6be754b94845",
+                "reference": "123267b2c49fbf30d78a7b2d333f6be754b94845",
                "shasum": ""
            },
            "require": {
@@ -9062,7 +9063,7 @@
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            "support": {
                "issues": "https://github.com/myclabs/DeepCopy/issues",
-                "source": "https://github.com/myclabs/DeepCopy/tree/1.12.0"
+                "source": "https://github.com/myclabs/DeepCopy/tree/1.12.1"
            },
            "funding": [
                {
@@ -9070,7 +9071,7 @@
                    "type": "tidelift"
                }
            ],
-            "time": "2024-06-12T14:39:25+00:00"
+            "time": "2024-11-08T17:47:46+00:00"
        },
        {
            "name": "nunomaduro/collision",
@@ -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 @@
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        },
        "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 @@
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        },
        "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
                },
@@ -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"
@@ -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();

@@ -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]);

 /**
 * 
@@ -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);
+    }
 }
Author	SHA1	Message	Date
hackerESQ	8d4e004177	Merge pull request #31 from investbrainapp/dev Uses last dividend created date as start date instead of last dividend date	2024-11-14 01:30:27 -06:00
hackerESQ	1c63e2b856	fix: uses last dividend created date as start date instead of last dividend date closes #26	2024-11-14 01:25:03 -06:00
hackerESQ	3040cbf49a	chore: bump composer deps	2024-11-12 22:42:27 -06:00
hackerESQ	1a124a2571	Merge pull request #30 from investbrainapp/dev fix: refresh dividends only once daily	2024-11-12 22:36:50 -06:00
hackerESQ	26c8c3f3b9	Merge pull request #29 from investbrainapp/dependabot/composer/laravel/framework-11.31.0 chore(deps): bump laravel/framework from 11.30.0 to 11.31.0	2024-11-12 20:56:50 -06:00
dependabot[bot]	50d814ebf6	chore(deps): bump laravel/framework from 11.30.0 to 11.31.0 Bumps [laravel/framework](https://github.com/laravel/framework) from 11.30.0 to 11.31.0. - [Release notes](https://github.com/laravel/framework/releases) - [Changelog](https://github.com/laravel/framework/blob/11.x/CHANGELOG.md) - [Commits](https://github.com/laravel/framework/compare/v11.30.0...v11.31.0) --- updated-dependencies: - dependency-name: laravel/framework dependency-type: direct:production ... Signed-off-by: dependabot[bot] <support@github.com>	2024-11-12 22:47:25 +00:00
hackerESQ	7fc20876dd	fix: refresh dividends only once daily	2024-11-12 00:53:22 -06:00
hackerESQ	183108400e	Merge pull request #17 from investbrainapp/dependabot/npm_and_yarn/vite-5.4.10 chore(deps-dev): bump vite from 5.3.5 to 5.4.10	2024-11-08 21:03:32 -06:00
dependabot[bot]	3055d34979	chore(deps-dev): bump vite from 5.3.5 to 5.4.10 Bumps [vite](https://github.com/vitejs/vite/tree/HEAD/packages/vite) from 5.3.5 to 5.4.10. - [Release notes](https://github.com/vitejs/vite/releases) - [Changelog](https://github.com/vitejs/vite/blob/v5.4.10/packages/vite/CHANGELOG.md) - [Commits](https://github.com/vitejs/vite/commits/v5.4.10/packages/vite) --- updated-dependencies: - dependency-name: vite dependency-type: direct:development ... Signed-off-by: dependabot[bot] <support@github.com>	2024-11-09 03:01:41 +00:00
hackerESQ	747f5f5f42	Merge pull request #16 from investbrainapp/dependabot/npm_and_yarn/axios-1.7.4 chore(deps-dev): bump axios from 1.7.3 to 1.7.4	2024-11-08 21:00:30 -06:00
dependabot[bot]	4db9409b94	chore(deps-dev): bump axios from 1.7.3 to 1.7.4 Bumps [axios](https://github.com/axios/axios) from 1.7.3 to 1.7.4. - [Release notes](https://github.com/axios/axios/releases) - [Changelog](https://github.com/axios/axios/blob/v1.x/CHANGELOG.md) - [Commits](https://github.com/axios/axios/compare/v1.7.3...v1.7.4) --- updated-dependencies: - dependency-name: axios dependency-type: direct:development ... Signed-off-by: dependabot[bot] <support@github.com>	2024-11-08 04:10:36 +00:00
hackerESQ	8693bb29ca	Update README.md	2024-11-07 22:08:46 -06:00
hackerESQ	524d8ca41d	Update SECURITY.md	2024-11-07 22:08:16 -06:00
hackerESQ	3c77eca689	Create SECURITY.md	2024-11-07 22:02:53 -06:00
hackerESQ	307f74b1d9	Merge pull request #14 from investbrainapp/dev fix: adds validation for transaction date	2024-11-07 20:46:03 -06:00
hackerESQ	0c29393f3b	fix: skip dividend sync if most recent dividend was less than 24 hours ago	2024-11-07 20:40:55 -06:00
hackerESQ	af3726cb91	fix: sales quantity should use rounded float numbers	2024-11-07 18:20:53 -06:00
hackerESQ	0d40fd92f0	fix: adds validation for transaction date (no post-dated transactions)	2024-11-07 18:06:27 -06:00
hackerESQ	0f55d84355	Merge pull request #13 from eltociear/patch-1 docs: update README.md	2024-11-07 17:42:31 -06:00
Ikko Eltociear Ashimine	eafa889827	docs: update README.md assstant -> assistant	2024-11-08 08:39:39 +09:00
hackerESQ	60cd880c2e	docs: fix formatting for TOC	2024-11-07 17:31:50 -06:00
hackerESQ	ea8de69863	docs: adds table of contents to docs	2024-11-07 17:31:17 -06:00
hackerESQ	11ef26e878	docs: add troubleshooting section	2024-11-07 17:05:25 -06:00
hackerESQ	2770ebf958	Merge pull request #12 from investbrainapp/dev fix:ensure portfolio is available on transactions page	2024-11-07 16:23:03 -06:00
hackerESQ	536ca56c24	fix:ensure portfolio is available on transactions page	2024-11-07 16:18:29 -06:00