feat: adds pagination to recent activity list

docs: fix link to import / export section
docs: adds information about import / export capabilities
2024-11-29 14:22:35 -06:00 · 2024-11-27 12:52:37 -06:00 · 2024-11-27 12:51:52 -06:00 · 2024-11-14 23:44:04 -06:00 · 2024-11-14 02:23:50 -06:00 · 2024-11-14 02:23:22 -06:00
15 changed files with 245 additions and 139 deletions
@@ -1,7 +1,7 @@
 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}"
@@ -11,6 +11,7 @@ Investbrain is a smart open-source investment tracker that helps you manage, tra
 - [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)
@@ -104,6 +105,18 @@ 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. 
@@ -221,7 +234,7 @@ 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() {
@@ -55,22 +55,22 @@ class Dividend extends Model
    {
        $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_date->addHours(24);
+            
+            $start_date = $dividends_meta->last_dividend_update->addHours(24);
        }
-
+        
        // skip refresh if there's already recent data
-        if ($start_date >= $end_date) {
+        if ($start_date->greaterThan($end_date)) {

            return;
        }
@@ -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()))
+            );
+        }
    }

    /**
@@ -62,16 +62,16 @@
        },
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+            "version": "3.325.7",
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-                "reference": "de0b289c7260fb19301ffa2eb724de2076daad74"
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@@ -154,9 +154,9 @@
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                "issues": "https://github.com/aws/aws-sdk-php/issues",
-                "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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            "name": "bacon/bacon-qr-code",
@@ -1966,16 +1966,16 @@
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+            "version": "v1.24.5",
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@@ -2027,20 +2027,20 @@
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+            "time": "2024-11-12T14:51:12+00:00"
        },
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-            "version": "v11.30.0",
+            "version": "v11.31.0",
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-                "reference": "dff716442d9c229d716be82ccc9a7de52eb97193"
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@@ -2236,20 +2236,20 @@
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                "source": "https://github.com/laravel/framework"
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-            "time": "2024-10-30T15:00:34+00:00"
+            "time": "2024-11-12T15:36:15+00:00"
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-            "version": "v5.3.1",
+            "version": "v5.3.2",
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-                "reference": "d51ec6942f34e76ba4736452d5f4d6f54a186a6e"
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@@ -2303,20 +2303,20 @@
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-            "time": "2024-10-30T13:32:43+00:00"
+            "time": "2024-11-11T20:18:18+00:00"
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-            "version": "v0.3.1",
+            "version": "v0.3.2",
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@@ -2332,7 +2332,7 @@
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-                "pestphp/pest": "^2.3",
+                "pestphp/pest": "^2.3|^3.4",
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@@ -2360,9 +2360,9 @@
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            "support": {
                "issues": "https://github.com/laravel/prompts/issues",
-                "source": "https://github.com/laravel/prompts/tree/v0.3.1"
+                "source": "https://github.com/laravel/prompts/tree/v0.3.2"
            },
-            "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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-            "version": "v1.3.5",
+            "version": "v1.3.6",
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-                "reference": "1dc4a3dbfa2b7628a3114e43e32120cce7cdda9c"
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@@ -2487,7 +2487,7 @@
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@@ -3212,16 +3212,16 @@
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+            "version": "v1.6.6",
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@@ -3280,20 +3280,20 @@
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+            "time": "2024-11-12T14:51:01+00:00"
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-            "version": "3.1.58",
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@@ -3349,7 +3349,7 @@
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-                "source": "https://github.com/SpartnerNL/Laravel-Excel/tree/3.1.58"
+                "source": "https://github.com/SpartnerNL/Laravel-Excel/tree/3.1.60"
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@@ -3361,7 +3361,7 @@
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@@ -3613,16 +3613,16 @@
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+                "php-console/php-console": "^3.1.8",
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+                "phpstan/phpstan-strict-rules": "^2",
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+                "ruflin/elastica": "^7 || ^8",
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@@ -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"
            },
            "funding": [
                {
@@ -4267,7 +4268,7 @@
                    "type": "github"
                }
            ],
-            "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"
            },
            "dist": {
                "type": "zip",
-                "url": "https://api.github.com/repos/PHPOffice/PhpSpreadsheet/zipball/3a5a818d7d3e4b5bd2e56fb9de44dbded6eae07f",
-                "reference": "3a5a818d7d3e4b5bd2e56fb9de44dbded6eae07f",
+                "url": "https://api.github.com/repos/PHPOffice/PhpSpreadsheet/zipball/7ca7e325dca3adb6a598385aab81f527b8d6c75d",
+                "reference": "7ca7e325dca3adb6a598385aab81f527b8d6c75d",
                "shasum": ""
            },
            "require": {
@@ -4711,9 +4712,9 @@
            ],
            "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"
            },
            "dist": {
                "type": "zip",
-                "url": "https://api.github.com/repos/robsontenorio/mary/zipball/ec5661a7cb4911ffb48dbf64c4455bdb52d0f196",
-                "reference": "ec5661a7cb4911ffb48dbf64c4455bdb52d0f196",
+                "url": "https://api.github.com/repos/robsontenorio/mary/zipball/d88af3a6e52c39e84455927111449035f1ede92d",
+                "reference": "d88af3a6e52c39e84455927111449035f1ede92d",
                "shasum": ""
            },
            "require": {
@@ -5806,7 +5807,7 @@
            ],
            "support": {
                "issues": "https://github.com/robsontenorio/mary/issues",
-                "source": "https://github.com/robsontenorio/mary/tree/1.41.2"
+                "source": "https://github.com/robsontenorio/mary/tree/1.41.4"
            },
            "funding": [
                {
@@ -5814,7 +5815,7 @@
                    "type": "github"
                }
            ],
-            "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"
            },
            "dist": {
                "type": "zip",
-                "url": "https://api.github.com/repos/FakerPHP/Faker/zipball/bfb4fe148adbf78eff521199619b93a52ae3554b",
-                "reference": "bfb4fe148adbf78eff521199619b93a52ae3554b",
+                "url": "https://api.github.com/repos/FakerPHP/Faker/zipball/a136842a532bac9ecd8a1c723852b09915d7db50",
+                "reference": "a136842a532bac9ecd8a1c723852b09915d7db50",
                "shasum": ""
            },
            "require": {
@@ -8674,9 +8675,9 @@
            ],
            "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",
                "shasum": ""
            },
            "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 @@
            ],
            "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",
@@ -143,7 +143,7 @@ return [
    |
    */

-    'inject_morph_markers' => true,
+    'inject_morph_markers' => false,

    /*
    |---------------------------------------------------------------------------
@@ -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
                },
@@ -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"
@@ -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>
@@ -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:"
            ])
@@ -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>
@@ -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:"
            ])
@@ -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	cba9fe1e7b	feat: adds pagination to recent activity list	2024-11-29 14:22:35 -06:00
hackerESQ	baa49e77eb	docs: fix link to import / export section	2024-11-27 12:52:37 -06:00
hackerESQ	b015462e50	docs: adds information about import / export capabilities See #25	2024-11-27 12:51:52 -06:00
hackerESQ	c9f1fc1bea	feat: make the system prompt aware of current date	2024-11-14 23:44:04 -06:00
hackerESQ	1177886271	Merge pull request #32 from investbrainapp/remove-terms-checkbox-for-self-hosted Remove terms checkbox for self hosted	2024-11-14 02:23:50 -06:00
hackerESQ	0e1c56dd18	feat: do not show terms when self hosting	2024-11-14 02:23:22 -06:00
hackerESQ	eefe237dff	feat: allow app debug on default install	2024-11-14 02:10:21 -06:00
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