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
8 changed files with 171 additions and 132 deletions
@@ -221,7 +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() {
@@ -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;
        }
@@ -62,16 +62,16 @@
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+                "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",
@@ -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"
@@ -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