feat: adds pagination to recent activity list

See #25

.env.example

@@ -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}"

README.md

@@ -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. 

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()))
+            );
+        }
     }
 
     /**

config/livewire.php

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

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/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:"
             ])