Merge pull request #59 from investbrainapp/docker-permissions

fix: ensure storage path permissions are set in entry script

README.md

@@ -38,21 +38,23 @@ Before getting started, you should already have [Docker Engine](https://docs.doc
 
 Ready? Let's get started! 
 
-**1. Copy Docker Compose file**
+**1. Download copy of Docker Compose file**
 
-Grab a copy of the [docker-compose.yml](https://github.com/investbrainapp/investbrain/blob/main/docker-compose.yml)** file and paste the contents into the directory where you plan to install Investbrain.
+Grab a copy of the [docker-compose.yml](https://github.com/investbrainapp/investbrain/blob/main/docker-compose.yml) using `wget`, `curl` or similar:
+
+```bash
+curl -O https://raw.githubusercontent.com/investbrainapp/investbrain/main/docker-compose.yml
+```
 
 **2. Set your environment**
 
-Adjust the `environment` properties in the Docker Compose file to your preferences. Alternatively, create a .env file in the same directory as your compose file, then reference the .env file using the `env_file` property. 
+Adjust the `environment` properties in the compose file to your preferences. 
 
-_Importantly_, you need to set the `APP_KEY` value to a complex random value.  If you're unsure, Investbrain will generate an `APP_KEY` for you on first run - but you must **manually** update your environment configuration with this generated value!
+**Importantly**, you need to set the `APP_KEY` value.  If you're unsure, Investbrain will generate an `APP_KEY` for you on first run, but it will not persist. You must _manually_ update your environment configuration with this generated value!
-
-> Tip: Want to know what other configuration options are available? You can reference the [.env.example](https://github.com/investbrainapp/investbrain/blob/main/.env.example) file in this respository for available environment  configurations. 
 
 **3. Run `docker compose up`**
 
-This might take a few minutes to pull the Docker images. But assuming everything worked as expected, you should now be able to access Investbrain in the browser by visiting:
+It might take a few minutes to pull the Docker images. But assuming everything worked as expected, you should now be able to access Investbrain in the browser by visiting:
 
 ```bash
 http://localhost:8000/register

app/Actions/Fortify/CreateNewUser.php

@@ -1,13 +1,15 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Actions\Fortify;
 
 use App\Models\User;
 use App\Traits\WithTrimStrings;
-use Laravel\Jetstream\Jetstream;
 use Illuminate\Support\Facades\Hash;
 use Illuminate\Support\Facades\Validator;
 use Laravel\Fortify\Contracts\CreatesNewUsers;
+use Laravel\Jetstream\Jetstream;
 
 class CreateNewUser implements CreatesNewUsers
 {

app/Actions/Fortify/PasswordValidationRules.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Actions\Fortify;
 
 use Illuminate\Validation\Rules\Password;

app/Actions/Fortify/ResetUserPassword.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Actions\Fortify;
 
 use App\Models\User;

app/Actions/Fortify/UpdateUserPassword.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Actions\Fortify;
 
 use App\Models\User;

app/Actions/Fortify/UpdateUserProfileInformation.php

@@ -1,12 +1,14 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Actions\Fortify;
 
 use App\Models\User;
 use App\Traits\WithTrimStrings;
-use Illuminate\Validation\Rule;
-use Illuminate\Support\Facades\Validator;
 use Illuminate\Contracts\Auth\MustVerifyEmail;
+use Illuminate\Support\Facades\Validator;
+use Illuminate\Validation\Rule;
 use Laravel\Fortify\Contracts\UpdatesUserProfileInformation;
 
 class UpdateUserProfileInformation implements UpdatesUserProfileInformation

app/Actions/Jetstream/DeleteUser.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Actions\Jetstream;
 
 use App\Models\User;

app/Console/Commands/CaptureDailyChange.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Console\Commands;
 
 use App\Models\Portfolio;
@@ -38,9 +40,9 @@ class CaptureDailyChange extends Command
      */
     public function handle()
     {
-        Portfolio::with('holdings.market_data')->get()->each(function($portfolio){
+        Portfolio::with('holdings.market_data')->get()->each(function ($portfolio) {
 
-            $this->line('Capturing daily change for ' . $portfolio->title);
+            $this->line('Capturing daily change for '.$portfolio->title);
 
             $total_cost_basis = $portfolio->holdings->sum('total_cost_basis');
 
@@ -48,7 +50,7 @@ class CaptureDailyChange extends Command
 
             $realized_gains = $portfolio->holdings->sum('realized_gain_dollars');
 
-            $total_market_value = $portfolio->holdings->sum(function($holding) {
+            $total_market_value = $portfolio->holdings->sum(function ($holding) {
                 return $holding->market_data->market_value * $holding->quantity;
             });
 
@@ -58,7 +60,7 @@ class CaptureDailyChange extends Command
                 'total_cost_basis' => $total_cost_basis,
                 'total_gain' => $total_market_value - $total_cost_basis,
                 'total_dividends_earned' => $total_dividends,
-                'realized_gains' => $realized_gains
+                'realized_gains' => $realized_gains,
             ]);
         });
     }

app/Console/Commands/RefreshDividendData.php

@@ -1,9 +1,11 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Console\Commands;
 
-use App\Models\Holding;
 use App\Models\Dividend;
+use App\Models\Holding;
 use Illuminate\Console\Command;
 
 class RefreshDividendData extends Command
@@ -43,7 +45,7 @@ class RefreshDividendData extends Command
     {
         $holdings = Holding::distinct();
 
-        if (!($this->option('force') ?? false)) {
+        if (! ($this->option('force') ?? false)) {
             $holdings->where('quantity', '>', 0);
         }
 
@@ -52,7 +54,7 @@ class RefreshDividendData extends Command
         }
 
         foreach ($holdings->get(['symbol']) as $holding) {
-            $this->line('Refreshing ' . $holding->symbol);
+            $this->line('Refreshing '.$holding->symbol);
 
             Dividend::refreshDividendData($holding->symbol);
         }

app/Console/Commands/RefreshMarketData.php

@@ -1,10 +1,13 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Console\Commands;
 
 use App\Models\Holding;
 use App\Models\MarketData;
 use Illuminate\Console\Command;
+use Illuminate\Support\Facades\Log;
 
 class RefreshMarketData extends Command
 {
@@ -53,9 +56,13 @@ class RefreshMarketData extends Command
         }
 
         foreach ($holdings->get() as $holding) {
-            $this->line('Refreshing ' . $holding->symbol);
+            $this->line('Refreshing '.$holding->symbol);
 
+            try {
                 MarketData::getMarketData($holding->symbol, $force);
+            } catch (\Throwable $e) {
+                Log::error('Could not refresh '.$holding->symbol.' ('.$e->getMessage().')');
+            }
         }
     }
 }

app/Console/Commands/RefreshSplitData.php

@@ -1,9 +1,11 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Console\Commands;
 
-use App\Models\Split;
 use App\Models\Holding;
+use App\Models\Split;
 use Illuminate\Console\Command;
 
 class RefreshSplitData extends Command
@@ -42,12 +44,12 @@ class RefreshSplitData extends Command
     {
         $holdings = Holding::distinct();
 
-        if (!($this->option('force') ?? false)) {
+        if (! ($this->option('force') ?? false)) {
             $holdings->where('quantity', '>', 0);
         }
 
         foreach ($holdings->get(['symbol']) as $holding) {
-            $this->line('Refreshing ' . $holding->symbol);
+            $this->line('Refreshing '.$holding->symbol);
 
             Split::refreshSplitData($holding->symbol);
         }

app/Console/Commands/SyncDailyChange.php

@@ -1,10 +1,13 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Console\Commands;
 
 use App\Models\Portfolio;
 use Illuminate\Console\Command;
 use Illuminate\Contracts\Console\PromptsForMissingInput;
+
 use function Laravel\Prompts\search;
 
 class SyncDailyChange extends Command implements PromptsForMissingInput
@@ -68,7 +71,7 @@ class SyncDailyChange extends Command implements PromptsForMissingInput
 
             $portfolio->syncDailyChanges();
 
-            $this->line('Awesome! Daily change history for '. $portfolio->title .' has been completed.');
+            $this->line('Awesome! Daily change history for '.$portfolio->title.' has been completed.');
 
         } catch (\Throwable $e) {
 

app/Console/Commands/SyncHoldingData.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Console\Commands;
 
 use App\Models\Holding;
@@ -47,7 +49,7 @@ class SyncHoldingData extends Command
         }
 
         foreach ($holdings->get() as $holding) {
-            $this->line('Refreshing ' . $holding->symbol);
+            $this->line('Refreshing '.$holding->symbol);
 
             $holding->syncTransactionsAndDividends();
         }

app/Exports/BackupExport.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Exports;
 
 use App\Exports\Sheets\DailyChangesSheet;
@@ -14,18 +16,14 @@ class BackupExport implements WithMultipleSheets
 
     public function __construct(
         public bool $empty = false
-    )
+    ) {}
-    { }
 
-    /**
-     * @return array
-     */
     public function sheets(): array
     {
         return [
             new PortfoliosSheet($this->empty),
             new TransactionsSheet($this->empty),
-                new DailyChangesSheet($this->empty)
+            new DailyChangesSheet($this->empty),
         ];
     }
 }

app/Exports/Sheets/DailyChangesSheet.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Exports\Sheets;
 
 use App\Models\DailyChange;
@@ -11,7 +13,7 @@ class DailyChangesSheet implements FromCollection, WithHeadings, WithTitle
 {
     public function __construct(
         public bool $empty = false
-    ) { }
+    ) {}
 
     public function headings(): array
     {
@@ -23,7 +25,7 @@ class DailyChangesSheet implements FromCollection, WithHeadings, WithTitle
             'Total Gain',
             'Total Dividends Earned',
             'Realized Gains',
-            'Annotation'
+            'Annotation',
         ];
     }
 
@@ -35,9 +37,6 @@ class DailyChangesSheet implements FromCollection, WithHeadings, WithTitle
         return $this->empty ? collect() : DailyChange::myDailyChanges()->get();
     }
 
-     /**
-     * @return string
-     */
     public function title(): string
     {
         return 'Daily Changes';

app/Exports/Sheets/PortfoliosSheet.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Exports\Sheets;
 
 use App\Models\Portfolio;
@@ -11,7 +13,7 @@ class PortfoliosSheet implements FromCollection, WithHeadings, WithTitle
 {
     public function __construct(
         public bool $empty = false
-    ) { }
+    ) {}
 
     public function headings(): array
     {
@@ -21,7 +23,7 @@ class PortfoliosSheet implements FromCollection, WithHeadings, WithTitle
             'Notes',
             'Wishlist',
             'Created',
-            'Updated'
+            'Updated',
         ];
     }
 
@@ -33,9 +35,6 @@ class PortfoliosSheet implements FromCollection, WithHeadings, WithTitle
         return $this->empty ? collect() : Portfolio::myPortfolios()->get();
     }
 
-     /**
-     * @return string
-     */
     public function title(): string
     {
         return 'Portfolios';

app/Exports/Sheets/TransactionsSheet.php

@@ -1,17 +1,19 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Exports\Sheets;
 
 use App\Models\Transaction;
-use Maatwebsite\Excel\Concerns\WithTitle;
-use Maatwebsite\Excel\Concerns\WithHeadings;
 use Maatwebsite\Excel\Concerns\FromCollection;
+use Maatwebsite\Excel\Concerns\WithHeadings;
+use Maatwebsite\Excel\Concerns\WithTitle;
 
 class TransactionsSheet implements FromCollection, WithHeadings, WithTitle
 {
     public function __construct(
         public bool $empty = false
-    ) { }
+    ) {}
 
     public function headings(): array
     {
@@ -27,7 +29,7 @@ class TransactionsSheet implements FromCollection, WithHeadings, WithTitle
             'Reinvested Dividend',
             'Date',
             'Created',
-            'Updated'
+            'Updated',
         ];
     }
 
@@ -39,9 +41,6 @@ class TransactionsSheet implements FromCollection, WithHeadings, WithTitle
         return $this->empty ? collect() : Transaction::myTransactions()->get();
     }
 
-     /**
-     * @return string
-     */
     public function title(): string
     {
         return 'Transactions';

app/Http/ApiControllers/Controller.php

@@ -0,0 +1,10 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Http\ApiControllers;
+
+abstract class Controller
+{
+    //
+}

app/Http/ApiControllers/HoldingController.php

@@ -0,0 +1,49 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Http\ApiControllers;
+
+use App\Http\ApiControllers\Controller as ApiController;
+use App\Http\Requests\HoldingRequest;
+use App\Http\Resources\HoldingResource;
+use App\Models\Holding;
+use App\Models\Portfolio;
+use HackerEsq\FilterModels\FilterModels;
+use Illuminate\Support\Facades\Gate;
+
+class HoldingController extends ApiController
+{
+    public function index(FilterModels $filters)
+    {
+
+        $filters->setQuery(Holding::query());
+        $filters->setScopes(['myHoldings']);
+        $filters->setEagerRelations(['market_data', 'transactions']);
+        $filters->setSearchableColumns(['symbol']);
+
+        return HoldingResource::collection($filters->paginated());
+    }
+
+    public function show(Portfolio $portfolio, string $symbol)
+    {
+
+        Gate::authorize('readOnly', $portfolio);
+
+        $holding = $portfolio->holdings()->symbol($symbol)->firstOrFail();
+
+        return HoldingResource::make($holding);
+    }
+
+    public function update(HoldingRequest $request, Portfolio $portfolio, string $symbol)
+    {
+
+        Gate::authorize('fullAccess', $portfolio);
+
+        $holding = $portfolio->holdings()->symbol($symbol)->firstOrFail();
+
+        $holding->update($request->validated());
+
+        return HoldingResource::make($holding);
+    }
+}

app/Http/ApiControllers/MarketDataController.php

@@ -0,0 +1,30 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Http\ApiControllers;
+
+use App\Http\ApiControllers\Controller as ApiController;
+use App\Http\Resources\MarketDataResource;
+use App\Models\MarketData;
+use Illuminate\Http\Request;
+
+class MarketDataController extends ApiController
+{
+    public function show(Request $request, string $symbol)
+    {
+
+        try {
+
+            return MarketDataResource::make(
+                MarketData::getMarketData($symbol)
+            );
+        } catch (\Throwable $e) {
+
+            return response([
+                'message' => 'Symbol '.$symbol.' not found.',
+            ], 404);
+        }
+
+    }
+}

app/Http/ApiControllers/PortfolioController.php

@@ -0,0 +1,58 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Http\ApiControllers;
+
+use App\Http\ApiControllers\Controller as ApiController;
+use App\Http\Requests\PortfolioRequest;
+use App\Http\Resources\PortfolioResource;
+use App\Models\Portfolio;
+use HackerEsq\FilterModels\FilterModels;
+use Illuminate\Support\Facades\Gate;
+
+class PortfolioController extends ApiController
+{
+    public function index(FilterModels $filters)
+    {
+        $filters->setQuery(Portfolio::query());
+        $filters->setScopes(['myPortfolios']);
+        $filters->setEagerRelations(['users', 'transactions', 'holdings']);
+        $filters->setFilterableRelations(['holdings.symbol']);
+        $filters->setSearchableColumns(['title', 'notes']);
+
+        return PortfolioResource::collection($filters->paginated());
+    }
+
+    public function store(PortfolioRequest $request)
+    {
+        $portfolio = Portfolio::create($request->validated());
+
+        return PortfolioResource::make($portfolio);
+    }
+
+    public function show(Portfolio $portfolio)
+    {
+        Gate::authorize('readOnly', $portfolio);
+
+        return PortfolioResource::make($portfolio);
+    }
+
+    public function update(PortfolioRequest $request, Portfolio $portfolio)
+    {
+        Gate::authorize('fullAccess', $portfolio);
+
+        $portfolio->update($request->validated());
+
+        return PortfolioResource::make($portfolio);
+    }
+
+    public function destroy(Portfolio $portfolio)
+    {
+        Gate::authorize('fullAccess', $portfolio);
+
+        $portfolio->delete();
+
+        return response()->noContent();
+    }
+}

app/Http/ApiControllers/TransactionController.php

@@ -0,0 +1,59 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Http\ApiControllers;
+
+use App\Http\ApiControllers\Controller as ApiController;
+use App\Http\Requests\TransactionRequest;
+use App\Http\Resources\TransactionResource;
+use App\Models\Transaction;
+use HackerEsq\FilterModels\FilterModels;
+use Illuminate\Support\Facades\Gate;
+
+class TransactionController extends ApiController
+{
+    public function index(FilterModels $filters)
+    {
+
+        $filters->setQuery(Transaction::query());
+        $filters->setScopes(['myTransactions']);
+        $filters->setSearchableColumns(['symbol']);
+
+        return TransactionResource::collection($filters->paginated());
+    }
+
+    public function store(TransactionRequest $request)
+    {
+        Gate::authorize('fullAccess', $request->portfolio);
+
+        $transaction = Transaction::create($request->validated());
+
+        return TransactionResource::make($transaction);
+    }
+
+    public function show(Transaction $transaction)
+    {
+        Gate::authorize('readOnly', $transaction->portfolio);
+
+        return TransactionResource::make($transaction);
+    }
+
+    public function update(TransactionRequest $request, Transaction $transaction)
+    {
+        Gate::authorize('fullAccess', $transaction->portfolio);
+
+        $transaction->update($request->validated());
+
+        return TransactionResource::make($transaction);
+    }
+
+    public function destroy(Transaction $transaction)
+    {
+        Gate::authorize('fullAccess', $transaction->portfolio);
+
+        $transaction->delete();
+
+        return response()->noContent();
+    }
+}

app/Http/ApiControllers/UserController.php

@@ -0,0 +1,17 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Http\ApiControllers;
+
+use App\Http\ApiControllers\Controller as ApiController;
+use App\Http\Resources\UserResource;
+use Illuminate\Http\Request;
+
+class UserController extends ApiController
+{
+    public function me(Request $request)
+    {
+        return UserResource::make($request->user());
+    }
+}

app/Http/Controllers/ConnectedAccountController.php

@@ -1,23 +1,22 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Http\Controllers;
 
-use Exception;
-use App\Models\User;
 use App\Models\ConnectedAccount;
-use Illuminate\Support\MessageBag;
+use App\Models\User;
-use App\Http\Controllers\Controller;
+use App\Notifications\VerifyConnectedAccountNotification;
+use Exception;
 use Illuminate\Support\Facades\Auth;
 use Illuminate\Support\Facades\Blade;
+use Illuminate\Support\MessageBag;
 use Laravel\Socialite\Facades\Socialite;
-use App\Notifications\VerifyConnectedAccountNotification;
 
 class ConnectedAccountController extends Controller
 {
-
     /**
      * Redirect the user to the GitHub authentication page.
-     *
      */
     public function redirectToProvider(string $provider)
     {
@@ -28,7 +27,6 @@ class ConnectedAccountController extends Controller
 
     /**
      * Obtain the user information from GitHub.
-     *
      */
     public function handleProviderCallback(string $provider)
     {
@@ -47,19 +45,19 @@ class ConnectedAccountController extends Controller
         // check if this account is already linked
         $connected_account = ConnectedAccount::firstOrNew([
             'provider' => $provider,
-            'provider_id' => $providerUser->id
+            'provider_id' => $providerUser->id,
         ], [
             'token' => $providerUser->token,
             'secret' => $providerUser->tokenSecret,
             'refresh_token' => $providerUser->refreshToken,
             'expires_at' => $providerUser->expiresIn,
-            'verified_at' => false
+            'verified_at' => false,
         ]);
 
         // already linked and verified, let's go login!
         if (
             $connected_account->exists
-            && !is_null($connected_account->verified_at)
+            && ! is_null($connected_account->verified_at)
         ) {
 
             Auth::login($connected_account->user, true);
@@ -68,12 +66,12 @@ class ConnectedAccountController extends Controller
         }
 
         // new user, let's create one
-        if (!$user = User::where('email', $providerUser->email)->first()) {
+        if (! $user = User::where('email', $providerUser->email)->first()) {
 
             $user = User::create([
                 'name' => $providerUser->name,
                 'email' => $providerUser->email,
-                'email_verified_at' => now()
+                'email_verified_at' => now(),
             ]);
 
             $connected_account->user_id = $user->id;
@@ -100,7 +98,7 @@ class ConnectedAccountController extends Controller
 
     protected function validateProvider($provider): void
     {
-        if (!in_array($provider, explode(',', config('services.enabled_login_providers')))) {
+        if (! in_array($provider, explode(',', config('services.enabled_login_providers')))) {
 
             throw new Exception('Please provide a valid social provider.');
         }
@@ -108,7 +106,7 @@ class ConnectedAccountController extends Controller
 
     public function verify(ConnectedAccount $connected_account)
     {
-        if (!$connected_account->verified_at) {
+        if (! $connected_account->verified_at) {
 
             // mark request as verified
             $connected_account->verified_at = now();
@@ -128,8 +126,8 @@ class ConnectedAccountController extends Controller
                 'css' => 'alert-success',
                 'icon' => Blade::render("<x-mary-icon class='w-7 h-7' name='o-check-circle' />"),
                 'position' => 'toast-top toast-end',
-                'timeout' => '5000'
+                'timeout' => '5000',
-            ]
+            ],
         ]));
     }
 }

app/Http/Controllers/Controller.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Http\Controllers;
 
 abstract class Controller

app/Http/Controllers/DashboardController.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Http\Controllers;
 
 use App\Models\Holding;
@@ -16,7 +18,7 @@ class DashboardController extends Controller
 
         // get portfolio metrics
         $metrics = cache()->remember(
-            'dashboard-metrics-' . $user->id, 
+            'dashboard-metrics-'.$user->id,
             10,
             function () {
                 return

app/Http/Controllers/HoldingController.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Http\Controllers;
 
 use App\Models\Holding;
@@ -8,17 +10,16 @@ use Illuminate\Http\Request;
 
 class HoldingController extends Controller
 {
-
     /**
      * Display the specified resource.
      */
-    public function show(Request $request, Portfolio $portfolio, String $symbol)
+    public function show(Request $request, Portfolio $portfolio, string $symbol)
     {
         $holding = Holding::with([
             'market_data',
             'transactions' => function ($query) use ($symbol) {
                 $query->where('transactions.symbol', $symbol);
-                            }
+            },
         ])
             ->symbol($symbol)
             ->portfolio($portfolio->id)

app/Http/Controllers/InvitedOnboardingController.php

@@ -1,23 +1,22 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Http\Controllers;
 
-use App\Models\User;
 use App\Models\Portfolio;
+use App\Models\User;
 use Illuminate\Http\Request;
-use App\Http\Controllers\Controller;
 
 class InvitedOnboardingController extends Controller
 {
-
     /**
      * Check if the invited user needs a password?
-     *
      */
     public function __invoke(Request $request, Portfolio $portfolio, User $user)
     {
 
-        if (!$request->hasValidSignature()) {
+        if (! $request->hasValidSignature()) {
             abort(401, 'Invalid signature');
         }
 
@@ -27,7 +26,7 @@ class InvitedOnboardingController extends Controller
             // route to create password form
             return view('auth.invited-onboarding', [
                 'portfolio' => $portfolio,
-                'user' => $user
+                'user' => $user,
             ]);
         }
 

app/Http/Controllers/PortfolioController.php

@@ -1,14 +1,16 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Http\Controllers;
 
 use App\Models\Holding;
 use App\Models\Portfolio;
 use Illuminate\Http\Request;
+use Illuminate\Support\Facades\Gate;
 
 class PortfolioController extends Controller
 {
-
     /**
      * Show the form for creating a new resource.
      */
@@ -22,15 +24,13 @@ class PortfolioController extends Controller
      */
     public function show(Request $request, Portfolio $portfolio)
     {
-        if ($request->user()->cannot('readOnly', $portfolio)) {
+        Gate::authorize('readOnly', $portfolio);
-            abort(403);
-        }
 
         $portfolio->load(['transactions', 'holdings']);
 
         // get portfolio metrics
         $metrics = cache()->remember(
-            'portfolio-metrics-' . $portfolio->id, 
+            'portfolio-metrics-'.$portfolio->id,
             60,
             function () use ($portfolio) {
                 return Holding::query()

app/Http/Controllers/TransactionController.php

@@ -1,10 +1,11 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Http\Controllers;
 
 class TransactionController extends Controller
 {
-
     /**
      * Display the specified resource.
      */

app/Http/Middleware/SetLocale.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Http\Middleware;
 
 use Closure;
@@ -14,7 +16,7 @@ class SetLocale
      */
     public function handle(Request $request, Closure $next)
     {
-        if (!session()->has('locale')) {
+        if (! session()->has('locale')) {
             session()->put('locale', $request->getPreferredLanguage(
                 config('app.available_locales')
             ));

app/Http/Requests/FormRequest.php

@@ -0,0 +1,15 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Http\Requests;
+
+use Illuminate\Foundation\Http\FormRequest as BaseFormRequest;
+
+class FormRequest extends BaseFormRequest
+{
+    public function requestOrModelValue($key, $model): mixed
+    {
+        return $this->request->get($key) ?? $this->{$model}?->{$key};
+    }
+}

app/Http/Requests/HoldingRequest.php

@@ -0,0 +1,23 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Http\Requests;
+
+class HoldingRequest extends FormRequest
+{
+    /**
+     * Get the validation rules that apply to the request.
+     *
+     * @return array<string, \Illuminate\Contracts\Validation\ValidationRule|array<mixed>|string>
+     */
+    public function rules(): array
+    {
+
+        $rules = [
+            'reinvest_dividends' => ['sometimes', 'boolean'],
+        ];
+
+        return $rules;
+    }
+}

app/Http/Requests/PortfolioRequest.php

@@ -0,0 +1,29 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Http\Requests;
+
+class PortfolioRequest extends FormRequest
+{
+    /**
+     * Get the validation rules that apply to the request.
+     *
+     * @return array<string, \Illuminate\Contracts\Validation\ValidationRule|array<mixed>|string>
+     */
+    public function rules(): array
+    {
+
+        $rules = [
+            'title' => ['required', 'string', 'min:5', 'max:255'],
+            'notes' => ['sometimes', 'nullable', 'string'],
+            'wishlist' => ['sometimes', 'nullable', 'boolean'],
+        ];
+
+        if (! is_null($this->portfolio)) {
+            $rules['title'][0] = 'sometimes';
+        }
+
+        return $rules;
+    }
+}

app/Http/Requests/TransactionRequest.php

@@ -0,0 +1,71 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Http\Requests;
+
+use App\Models\Portfolio;
+use App\Rules\QuantityValidationRule;
+use App\Rules\SymbolValidationRule;
+
+class TransactionRequest extends FormRequest
+{
+    protected function prepareForValidation(): void
+    {
+
+        $this->merge([
+            'portfolio' => Portfolio::find($this->requestOrModelValue('portfolio_id', 'transaction')),
+        ]);
+    }
+
+    /**
+     * Get the validation rules that apply to the request.
+     *
+     * @return array<string, \Illuminate\Contracts\Validation\ValidationRule|array<mixed>|string>
+     */
+    public function rules(): array
+    {
+
+        $rules = [
+            'portfolio_id' => ['required', 'exists:portfolios,id'],
+            'symbol' => ['required', 'string', new SymbolValidationRule],
+            'transaction_type' => ['required', 'string', 'in:BUY,SELL'],
+            'date' => ['required', 'date_format:Y-m-d', 'before_or_equal:'.now()->format('Y-m-d')],
+            'quantity' => [
+                'required',
+                'numeric',
+                'min:0',
+                new QuantityValidationRule(
+                    $this->input('portfolio'),
+                    $this->requestOrModelValue('symbol', 'transaction'),
+                    $this->requestOrModelValue('transaction_type', 'transaction'),
+                    $this->requestOrModelValue('date', 'transaction')
+                ),
+            ],
+            'cost_basis' => ['exclude_if:transaction_type,SELL', 'min:0', 'numeric'],
+            'sale_price' => ['exclude_if:transaction_type,BUY', 'min:0', 'numeric'],
+        ];
+
+        if (! is_null($this->transaction)) {
+            $rules['portfolio_id'][0] = 'sometimes';
+            $rules['symbol'][0] = 'sometimes';
+            $rules['transaction_type'][0] = 'sometimes';
+            $rules['date'][0] = 'sometimes';
+            $rules['quantity'][0] = 'sometimes';
+
+            if (
+                $this->requestOrModelValue('transaction_type', 'transaction') == 'SELL'
+                && $this->requestOrModelValue('sale_price', 'transaction') == null
+            ) {
+                $rules['sale_price'][0] = 'required';
+            } elseif (
+                $this->requestOrModelValue('transaction_type', 'transaction') == 'BUY'
+                && $this->requestOrModelValue('cost_basis', 'transaction') == null
+            ) {
+                $rules['cost_basis'][0] = 'required';
+            }
+        }
+
+        return $rules;
+    }
+}

app/Http/Resources/HoldingResource.php

@@ -0,0 +1,37 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Http\Resources;
+
+use Illuminate\Http\Request;
+use Illuminate\Http\Resources\Json\JsonResource;
+
+class HoldingResource extends JsonResource
+{
+    /**
+     * Transform the resource into an array.
+     *
+     * @return array<string, mixed>
+     */
+    public function toArray(Request $request): array
+    {
+        return [
+            'id' => $this->id,
+            'portfolio_id' => $this->portfolio_id,
+            'symbol' => $this->symbol,
+            'quantity' => $this->quantity,
+            'reinvest_dividends' => $this->reinvest_dividends,
+            'average_cost_basis' => $this->average_cost_basis,
+            'total_cost_basis' => $this->total_cost_basis,
+            'realized_gain_dollars' => $this->realized_gain_dollars,
+            'dividends_earned' => $this->dividends_earned,
+            'splits_synced_at' => $this->splits_synced_at,
+            'total_market_value' => $this->total_market_value,
+            'market_gain_dollars' => $this->market_gain_dollars,
+            'market_gain_percent' => $this->market_gain_percent,
+            'created_at' => $this->created_at,
+            'updated_at' => $this->updated_at,
+        ];
+    }
+}

app/Http/Resources/MarketDataResource.php

@@ -0,0 +1,36 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Http\Resources;
+
+use Illuminate\Http\Request;
+use Illuminate\Http\Resources\Json\JsonResource;
+
+class MarketDataResource extends JsonResource
+{
+    /**
+     * Transform the resource into an array.
+     *
+     * @return array<string, mixed>
+     */
+    public function toArray(Request $request): array
+    {
+        return [
+            'symbol' => $this->symbol,
+            'name' => $this->name,
+            'market_value' => $this->market_value,
+            'fifty_two_week_low' => $this->fifty_two_week_low,
+            'fifty_two_week_high' => $this->fifty_two_week_high,
+            'last_dividend_date' => $this->last_dividend_date,
+            'last_dividend_amount' => $this->last_dividend_amount,
+            'dividend_yield' => $this->dividend_yield,
+            'market_cap' => $this->market_cap,
+            'trailing_pe' => $this->trailing_pe,
+            'forward_pe' => $this->forward_pe,
+            'book_value' => $this->book_value,
+            'created_at' => $this->created_at,
+            'updated_at' => $this->updated_at,
+        ];
+    }
+}

app/Http/Resources/PortfolioResource.php

@@ -0,0 +1,31 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Http\Resources;
+
+use Illuminate\Http\Request;
+use Illuminate\Http\Resources\Json\JsonResource;
+
+class PortfolioResource extends JsonResource
+{
+    /**
+     * Transform the resource into an array.
+     *
+     * @return array<string, mixed>
+     */
+    public function toArray(Request $request): array
+    {
+        return [
+            'id' => $this->id,
+            'title' => $this->title,
+            'notes' => $this->notes,
+            'wishlist' => $this->wishlist,
+            'owner' => UserResource::make($this->owner),
+            'transactions' => TransactionResource::collection($this->whenLoaded('transactions')),
+            'holdings' => HoldingResource::collection($this->whenLoaded('holdings')),
+            'created_at' => $this->created_at,
+            'updated_at' => $this->updated_at,
+        ];
+    }
+}

app/Http/Resources/TransactionResource.php

@@ -0,0 +1,34 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Http\Resources;
+
+use Illuminate\Http\Request;
+use Illuminate\Http\Resources\Json\JsonResource;
+
+class TransactionResource extends JsonResource
+{
+    /**
+     * Transform the resource into an array.
+     *
+     * @return array<string, mixed>
+     */
+    public function toArray(Request $request): array
+    {
+        return [
+            'id' => $this->id,
+            'symbol' => $this->symbol,
+            'portfolio_id' => $this->portfolio_id,
+            'transaction_type' => $this->transaction_type,
+            'quantity' => $this->quantity,
+            'cost_basis' => $this->cost_basis,
+            'sale_price' => $this->sale_price,
+            'split' => $this->split,
+            'reinvested_dividend' => $this->reinvested_dividend,
+            'date' => $this->date,
+            'created_at' => $this->created_at,
+            'updated_at' => $this->updated_at,
+        ];
+    }
+}

app/Http/Resources/UserResource.php

@@ -0,0 +1,29 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Http\Resources;
+
+use Illuminate\Http\Request;
+use Illuminate\Http\Resources\Json\JsonResource;
+
+class UserResource extends JsonResource
+{
+    /**
+     * Transform the resource into an array.
+     *
+     * @return array<string, mixed>
+     */
+    public function toArray(Request $request): array
+    {
+
+        return [
+            'id' => $this->id,
+            'name' => $this->name,
+            'email' => $this->email,
+            'profile_photo_url' => $this->profile_photo_url,
+            'created_at' => $this->created_at,
+            'updated_at' => $this->updated_at,
+        ];
+    }
+}

app/Imports/BackupImport.php

@@ -1,40 +1,38 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Imports;
 
-use App\Models\User;
+use App\Console\Commands\RefreshDividendData;
-use App\Imports\Sheets\PortfoliosSheet;
+use App\Console\Commands\RefreshMarketData;
-use Illuminate\Support\Facades\Artisan;
 use App\Console\Commands\SyncDailyChange;
 use App\Console\Commands\SyncHoldingData;
 use App\Imports\Sheets\DailyChangesSheet;
+use App\Imports\Sheets\PortfoliosSheet;
 use App\Imports\Sheets\TransactionsSheet;
-use Maatwebsite\Excel\Events\AfterImport;
+use App\Models\BackupImport as BackupImportModel;
+use App\Models\User;
+use Illuminate\Support\Facades\Artisan;
 use Maatwebsite\Excel\Concerns\Importable;
 use Maatwebsite\Excel\Concerns\WithEvents;
+use Maatwebsite\Excel\Concerns\WithMultipleSheets;
+use Maatwebsite\Excel\Events\AfterImport;
 use Maatwebsite\Excel\Events\BeforeImport;
 use Maatwebsite\Excel\Events\ImportFailed;
-use App\Console\Commands\RefreshMarketData;
-use App\Console\Commands\RefreshDividendData;
-use App\Models\BackupImport as BackupImportModel;
-use Maatwebsite\Excel\Concerns\WithMultipleSheets;
 
-class BackupImport implements WithMultipleSheets, WithEvents
+class BackupImport implements WithEvents, WithMultipleSheets
 {
-
     use Importable;
 
     public function __construct(
         public BackupImportModel $backupImportModel
-    ) { }
+    ) {}
 
-    /**
-     * @return array
-     */
     public function registerEvents(): array
     {
         return [
-            BeforeImport::class => fn() => $this->backupImportModel->update([
+            BeforeImport::class => fn () => $this->backupImportModel->update([
                 'status' => 'in_progress',
                 'message' => __('Import is in progress...'),
             ]),
@@ -43,24 +41,24 @@ class BackupImport implements WithMultipleSheets, WithEvents
                 $this->backupImportModel->update([
                     'status' => 'success',
                     'message' => 'Import completed successfully!',
-                    'completed_at' => now()
+                    'completed_at' => now(),
                 ]);
 
                 Artisan::queue(RefreshMarketData::class, ['--user' => $this->backupImportModel->user_id, '--force' => true])
                     ->chain([
-                        fn() => Artisan::call(RefreshDividendData::class, ['--user' => $this->backupImportModel->user_id, '--force' => true]),
+                        fn () => Artisan::call(RefreshDividendData::class, ['--user' => $this->backupImportModel->user_id, '--force' => true]),
-                        fn() => Artisan::call(SyncHoldingData::class, ['--user' => $this->backupImportModel->user_id]),
+                        fn () => Artisan::call(SyncHoldingData::class, ['--user' => $this->backupImportModel->user_id]),
-                        fn() => User::find($this->backupImportModel->user_id)->portfolios->each(function($portfolio) {
+                        fn () => User::find($this->backupImportModel->user_id)->portfolios->each(function ($portfolio) {
 
                             Artisan::queue(SyncDailyChange::class, ['portfolio_id' => $portfolio->id]);
-                        })
+                        }),
                     ]);
             },
-            ImportFailed::class => fn(ImportFailed $event) => $this->backupImportModel->update([
+            ImportFailed::class => fn (ImportFailed $event) => $this->backupImportModel->update([
                 'status' => 'failed',
-                'message' => 'Error: '. substr($event->getException()->getMessage(), 0, 220),
+                'message' => 'Error: '.substr($event->getException()->getMessage(), 0, 220),
                 'has_errors' => true,
-                'completed_at' => now()
+                'completed_at' => now(),
             ]),
         ];
     }

app/Imports/Sheets/DailyChangesSheet.php

@@ -1,41 +1,40 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Imports\Sheets;
 
 use App\Imports\ValidatesPortfolioAccess;
-use App\Models\DailyChange;
 use App\Models\BackupImport;
+use App\Models\DailyChange;
 use Illuminate\Support\Carbon;
 use Illuminate\Support\Collection;
 use Illuminate\Support\Facades\DB;
-use Maatwebsite\Excel\Events\BeforeSheet;
-use Maatwebsite\Excel\Concerns\WithEvents;
-use Maatwebsite\Excel\Concerns\ToCollection;
 use Maatwebsite\Excel\Concerns\SkipsEmptyRows;
+use Maatwebsite\Excel\Concerns\ToCollection;
+use Maatwebsite\Excel\Concerns\WithEvents;
 use Maatwebsite\Excel\Concerns\WithHeadingRow;
 use Maatwebsite\Excel\Concerns\WithValidation;
+use Maatwebsite\Excel\Events\BeforeSheet;
 
-class DailyChangesSheet implements ToCollection, WithHeadingRow, WithValidation, SkipsEmptyRows, WithEvents
+class DailyChangesSheet implements SkipsEmptyRows, ToCollection, WithEvents, WithHeadingRow, WithValidation
 {
     use ValidatesPortfolioAccess;
 
     public function __construct(
         public BackupImport $backupImport
-    ) { }
+    ) {}
 
-    /**
-     * @return array
-     */
     public function registerEvents(): array
     {
         return [
-            BeforeSheet::class => function(BeforeSheet $event) {
+            BeforeSheet::class => function (BeforeSheet $event) {
                 DB::commit();
                 $this->backupImport->update([
                     'message' => __('Importing daily changes...'),
                 ]);
                 DB::beginTransaction();
-            }
+            },
         ];
     }
 
@@ -56,7 +55,7 @@ class DailyChangesSheet implements ToCollection, WithHeadingRow, WithValidation,
                     'realized_gains' => $dailyChange['realized_gains'],
                     'annotation' => $dailyChange['annotation'],
                     'portfolio_id' => $dailyChange['portfolio_id'],
-                    'date' => Carbon::parse($dailyChange['date'])->format('Y-m-d')
+                    'date' => Carbon::parse($dailyChange['date'])->format('Y-m-d'),
                 ];
             });
 
@@ -71,7 +70,7 @@ class DailyChangesSheet implements ToCollection, WithHeadingRow, WithValidation,
                     'realized_gains',
                     'annotation',
                     'portfolio_id',
-                    'date'
+                    'date',
                 ]
             );
         });

app/Imports/Sheets/PortfoliosSheet.php

@@ -1,37 +1,36 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Imports\Sheets;
 
-use App\Models\Portfolio;
 use App\Models\BackupImport;
+use App\Models\Portfolio;
 use Illuminate\Support\Collection;
 use Illuminate\Support\Facades\DB;
-use Maatwebsite\Excel\Events\BeforeSheet;
-use Maatwebsite\Excel\Concerns\WithEvents;
-use Maatwebsite\Excel\Concerns\ToCollection;
 use Maatwebsite\Excel\Concerns\SkipsEmptyRows;
+use Maatwebsite\Excel\Concerns\ToCollection;
+use Maatwebsite\Excel\Concerns\WithEvents;
 use Maatwebsite\Excel\Concerns\WithHeadingRow;
 use Maatwebsite\Excel\Concerns\WithValidation;
+use Maatwebsite\Excel\Events\BeforeSheet;
 
-class PortfoliosSheet implements ToCollection, WithValidation, WithHeadingRow, SkipsEmptyRows, WithEvents
+class PortfoliosSheet implements SkipsEmptyRows, ToCollection, WithEvents, WithHeadingRow, WithValidation
 {
     public function __construct(
         public BackupImport $backupImport
-    ) { }
+    ) {}
 
-    /**
-     * @return array
-     */
     public function registerEvents(): array
     {
         return [
-            BeforeSheet::class => function(BeforeSheet $event) {
+            BeforeSheet::class => function (BeforeSheet $event) {
                 DB::commit();
                 $this->backupImport->update([
                     'message' => __('Importing portfolios...'),
                 ]);
                 DB::beginTransaction();
-            }
+            },
         ];
     }
 
@@ -42,7 +41,7 @@ class PortfoliosSheet implements ToCollection, WithValidation, WithHeadingRow, S
             Portfolio::unguard(); // ensures we can set an owner for the portfolio
 
             $portfolio = Portfolio::fullAccess($this->backupImport->user_id)->updateOrCreate([
-                'id' => $portfolio['portfolio_id']
+                'id' => $portfolio['portfolio_id'],
             ], [
                 'id' => $portfolio['portfolio_id'] ?? null,
                 'title' => $portfolio['title'],

app/Imports/Sheets/TransactionsSheet.php

@@ -1,44 +1,42 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Imports\Sheets;
 
 use App\Imports\ValidatesPortfolioAccess;
+use App\Models\BackupImport;
 use App\Models\Holding;
 use App\Models\Transaction;
-use Illuminate\Support\Str;
-use App\Models\BackupImport;
 use Illuminate\Support\Carbon;
 use Illuminate\Support\Collection;
 use Illuminate\Support\Facades\DB;
-use Maatwebsite\Excel\Events\BeforeSheet;
+use Illuminate\Support\Str;
-use Maatwebsite\Excel\Concerns\WithEvents;
-use Maatwebsite\Excel\Concerns\ToCollection;
 use Maatwebsite\Excel\Concerns\SkipsEmptyRows;
+use Maatwebsite\Excel\Concerns\ToCollection;
+use Maatwebsite\Excel\Concerns\WithEvents;
 use Maatwebsite\Excel\Concerns\WithHeadingRow;
 use Maatwebsite\Excel\Concerns\WithValidation;
+use Maatwebsite\Excel\Events\BeforeSheet;
 
-class TransactionsSheet implements ToCollection, WithHeadingRow, WithValidation, SkipsEmptyRows, WithEvents
+class TransactionsSheet implements SkipsEmptyRows, ToCollection, WithEvents, WithHeadingRow, WithValidation
 {
-
     use ValidatesPortfolioAccess;
 
     public function __construct(
         public BackupImport $backupImport
-    ) { }
+    ) {}
 
-    /**
-     * @return array
-     */
     public function registerEvents(): array
     {
         return [
-            BeforeSheet::class => function(BeforeSheet $event) {
+            BeforeSheet::class => function (BeforeSheet $event) {
                 DB::commit();
                 $this->backupImport->update([
                     'message' => __('Importing transactions...'),
                 ]);
                 DB::beginTransaction();
-            }
+            },
         ];
     }
 
@@ -62,7 +60,7 @@ class TransactionsSheet implements ToCollection, WithHeadingRow, WithValidation,
                     'sale_price' => $transaction['sale_price'],
                     'split' => boolval($transaction['split']) ? 1 : 0,
                     'reinvested_dividend' => boolval($transaction['reinvested_dividend']) ? 1 : 0,
-                    'date' => Carbon::parse($transaction['date'])->format('Y-m-d')
+                    'date' => Carbon::parse($transaction['date'])->format('Y-m-d'),
                 ];
             });
 
@@ -79,17 +77,17 @@ class TransactionsSheet implements ToCollection, WithHeadingRow, WithValidation,
                     'sale_price',
                     'split',
                     'reinvested_dividend',
-                    'date'
+                    'date',
                 ]
             );
 
             // stub out related holdings
-            $chunk->unique(fn($item) => $item['symbol'] . $item['portfolio_id'])
+            $chunk->unique(fn ($item) => $item['symbol'].$item['portfolio_id'])
-                    ->each(function($holding) {
+                ->each(function ($holding) {
 
                     Holding::firstOrCreate([
                         'symbol' => $holding['symbol'],
-                            'portfolio_id' => $holding['portfolio_id']
+                        'portfolio_id' => $holding['portfolio_id'],
                     ], [
                         'quantity' => 0,
                         'average_cost_basis' => 0,

app/Imports/ValidatesPortfolioAccess.php

@@ -1,12 +1,13 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Imports;
 
 use App\Models\Portfolio;
 
 trait ValidatesPortfolioAccess
 {
-
     public function validatePortfolioAccess($collection)
     {
 
@@ -18,7 +19,7 @@ trait ValidatesPortfolioAccess
         if (
             $countPortfoliosWithAccess < $uniquePortfolios->count()
         ) {
-            throw new \Exception(__("You do not have access to that portfolio."));
+            throw new \Exception(__('You do not have access to that portfolio.'));
         }
     }
 }

app/Interfaces/MarketData/AlphaVantageMarketData.php

@@ -1,31 +1,31 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Interfaces\MarketData;
 
+use App\Interfaces\MarketData\Types\Dividend;
+use App\Interfaces\MarketData\Types\Ohlc;
+use App\Interfaces\MarketData\Types\Quote;
+use App\Interfaces\MarketData\Types\Split;
 use Illuminate\Support\Arr;
 use Illuminate\Support\Carbon;
 use Illuminate\Support\Collection;
-use App\Interfaces\MarketData\Types\Quote;
-use App\Interfaces\MarketData\Types\Split;
-use App\Interfaces\MarketData\Types\Dividend;
-use App\Interfaces\MarketData\Types\Ohlc;
 use Tschucki\Alphavantage\Facades\Alphavantage;
 
 class AlphaVantageMarketData implements MarketDataInterface
 {
-    public function exists(String $symbol): Bool
+    public function exists(string $symbol): bool
     {
 
-        return $this->quote($symbol)->isNotEmpty();
+        return (bool) $this->quote($symbol);
     }
 
-    public function quote(String $symbol): Quote
+    public function quote(string $symbol): Quote
     {
         $quote = Alphavantage::core()->quoteEndpoint($symbol);
         $quote = Arr::get($quote, 'Global Quote', []);
 
-        if (empty($quote)) return new Quote();
-
         $fundamental = cache()->remember(
             'av-symbol-'.$symbol,
             1440,
@@ -36,7 +36,7 @@ class AlphaVantageMarketData implements MarketDataInterface
 
         return new Quote([
             'name' => Arr::get($fundamental, 'Name'),
-            'symbol' => Arr::get($fundamental, 'Symbol'),
+            'symbol' => $symbol,
             'market_value' => Arr::get($quote, '05. price'),
             'fifty_two_week_high' => Arr::get($fundamental, '52WeekHigh'),
             'fifty_two_week_low' => Arr::get($fundamental, '52WeekLow'),
@@ -49,21 +49,21 @@ class AlphaVantageMarketData implements MarketDataInterface
                         : null,
             'dividend_yield' => Arr::get($fundamental, 'DividendYield') != 'None'
                         ? Arr::get($fundamental, 'DividendYield')
-                        : null
+                        : null,
         ]);
     }
 
-    public function dividends(String $symbol, $startDate, $endDate): Collection
+    public function dividends(string $symbol, $startDate, $endDate): Collection
     {
         $dividends = Alphavantage::fundamentals()->dividends($symbol);
         $dividends = Arr::get($dividends, 'data', []);
 
         return collect($dividends)
-                        ->filter(function($dividend) use ($startDate, $endDate) {
+            ->filter(function ($dividend) use ($startDate, $endDate) {
 
                 return Carbon::parse(Arr::get($dividend, 'ex_dividend_date'))->between($startDate, $endDate);
             })
-                        ->map(function($dividend) use ($symbol) {
+            ->map(function ($dividend) use ($symbol) {
 
                 return new Dividend([
                     'symbol' => $symbol,
@@ -73,17 +73,17 @@ class AlphaVantageMarketData implements MarketDataInterface
             });
     }
 
-    public function splits(String $symbol, $startDate, $endDate): Collection
+    public function splits(string $symbol, $startDate, $endDate): Collection
     {
         $splits = Alphavantage::fundamentals()->splits($symbol);
         $splits = Arr::get($splits, 'data', []);
 
         return collect($splits)
-                        ->filter(function($split) use ($startDate, $endDate) {
+            ->filter(function ($split) use ($startDate, $endDate) {
 
                 return Carbon::parse(Arr::get($split, 'effective_date'))->between($startDate, $endDate);
             })
-                        ->map(function($split) use ($symbol) {
+            ->map(function ($split) use ($symbol) {
 
                 return new Split([
                     'symbol' => $symbol,
@@ -93,7 +93,7 @@ class AlphaVantageMarketData implements MarketDataInterface
             });
     }
 
-    public function history(String $symbol, $startDate, $endDate): Collection
+    public function history(string $symbol, $startDate, $endDate): Collection
     {
 
         $history = Alphavantage::timeSeries()->daily($symbol, 'full');
@@ -105,15 +105,15 @@ class AlphaVantageMarketData implements MarketDataInterface
 
                 return Carbon::parse($date)->between($startDate, $endDate);
             })
-                    ->mapWithKeys(function($history, $date) use ($symbol) {
+            ->mapWithKeys(function ($history, $date) use ($symbol) {
 
                 $date = Carbon::parse($date)->format('Y-m-d');
 
-                        return [ $date => new Ohlc([
+                return [$date => new Ohlc([
                     'symbol' => $symbol,
                     'date' => $date,
-                                'close' => Arr::get($history, '4. close')
+                    'close' => Arr::get($history, '4. close'),
-                            ]) ];
+                ])];
             });
     }
 }

app/Interfaces/MarketData/FakeMarketData.php

@@ -1,23 +1,25 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Interfaces\MarketData;
 
-use Illuminate\Support\Carbon;
-use Illuminate\Support\Collection;
-use App\Interfaces\MarketData\Types\Quote;
 use App\Interfaces\MarketData\Types\Dividend;
 use App\Interfaces\MarketData\Types\Ohlc;
+use App\Interfaces\MarketData\Types\Quote;
 use App\Interfaces\MarketData\Types\Split;
+use Illuminate\Support\Carbon;
+use Illuminate\Support\Collection;
 
 class FakeMarketData implements MarketDataInterface
 {
-    public function exists(String $symbol): Bool
+    public function exists(string $symbol): bool
     {
 
         return true;
     }
 
-    public function quote(String $symbol): Quote
+    public function quote(string $symbol): Quote
     {
 
         return new Quote([
@@ -31,11 +33,11 @@ class FakeMarketData implements MarketDataInterface
             'market_cap' => 9800700600,
             'book_value' => 4.7,
             'last_dividend_date' => now()->subDays(45),
-            'dividend_yield' => 0.033
+            'dividend_yield' => 0.033,
         ]);
     }
 
-    public function dividends(String $symbol, $startDate, $endDate): Collection
+    public function dividends(string $symbol, $startDate, $endDate): Collection
     {
 
         return collect([
@@ -57,7 +59,7 @@ class FakeMarketData implements MarketDataInterface
         ]);
     }
 
-    public function splits(String $symbol, $startDate, $endDate): Collection
+    public function splits(string $symbol, $startDate, $endDate): Collection
     {
 
         return collect([
@@ -65,11 +67,11 @@ class FakeMarketData implements MarketDataInterface
                 'symbol' => $symbol,
                 'date' => now()->subMonths(36),
                 'split_amount' => 10,
-            ])
+            ]),
         ]);
     }
 
-    public function history(String $symbol, $startDate, $endDate): Collection
+    public function history(string $symbol, $startDate, $endDate): Collection
     {
         $numDays = Carbon::parse($startDate)->diffInDays($endDate, true);
 

app/Interfaces/MarketData/FallbackInterface.php

@@ -1,12 +1,13 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Interfaces\MarketData;
 
 use Illuminate\Support\Facades\Log;
 
 class FallbackInterface
 {
-
     protected string $latest_error;
 
     public function __call($method, $arguments)
@@ -19,8 +20,9 @@ class FallbackInterface
             $provider = trim($provider);
 
             try {
+                Log::warning("Calling method {$method} ({$provider})");
 
-                if (!in_array($provider, array_keys(config('investbrain.interfaces', [])))) {
+                if (! in_array($provider, array_keys(config('investbrain.interfaces', [])))) {
 
                     throw new \Exception("Provider [{$provider}] is not a valid market data interface.");
                 }
@@ -37,6 +39,13 @@ class FallbackInterface
             }
         }
 
+        // don't need to throw error if calling exists
+        if ($method == 'exists') {
+
+            // symbol prob just doesn't exist
+            return false;
+        }
+
         throw new \Exception("Could not get market data: {$this->latest_error}");
     }
 }

app/Interfaces/MarketData/FinnhubMarketData.php

@@ -1,14 +1,16 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Interfaces\MarketData;
 
-use Illuminate\Support\Arr;
+use App\Interfaces\MarketData\Types\Dividend;
-use Illuminate\Support\Carbon;
-use Illuminate\Support\Collection;
 use App\Interfaces\MarketData\Types\Ohlc;
 use App\Interfaces\MarketData\Types\Quote;
 use App\Interfaces\MarketData\Types\Split;
-use App\Interfaces\MarketData\Types\Dividend;
+use Illuminate\Support\Arr;
+use Illuminate\Support\Carbon;
+use Illuminate\Support\Collection;
 
 class FinnhubMarketData implements MarketDataInterface
 {
@@ -18,27 +20,26 @@ class FinnhubMarketData implements MarketDataInterface
     {
 
         $this->client = new \Finnhub\Api\DefaultApi(
-            new \GuzzleHttp\Client(),
+            new \GuzzleHttp\Client,
             \Finnhub\Configuration::getDefaultConfiguration()->setApiKey('token', config('finnhub.key'))
         );
     }
-    public function exists(String $symbol): Bool
+
+    public function exists(string $symbol): bool
     {
 
-        return $this->quote($symbol)->isNotEmpty();
+        return (bool) $this->quote($symbol);
     }
 
     public function quote(string $symbol): Quote
     {
         $quote = $this->client->quote($symbol);
 
-        if (empty($quote)) return new Quote();
-    
         $fundamental = cache()->remember(
             'fh-symbol-'.$symbol,
             1440,
             function () use ($symbol) {
-                return $this->client->companyBasicFinancials($symbol, "all");
+                return $this->client->companyBasicFinancials($symbol, 'all');
             }
         );
 
@@ -61,7 +62,7 @@ class FinnhubMarketData implements MarketDataInterface
     {
         $dividends = $this->client->stockDividends($symbol, $startDate->format('Y-m-d'), $endDate->format('Y-m-d'));
 
-        return collect($dividends)->map(function($dividend) use ($symbol) {
+        return collect($dividends)->map(function ($dividend) use ($symbol) {
 
             return new Dividend([
                 'symbol' => $symbol,
@@ -76,7 +77,7 @@ class FinnhubMarketData implements MarketDataInterface
 
         $splits = $this->client->stockSplits($symbol, $startDate->format('Y-m-d'), $endDate->format('Y-m-d'));
 
-        return collect($splits)->map(function($split) use ($symbol) {
+        return collect($splits)->map(function ($split) use ($symbol) {
 
             return new Split([
                 'symbol' => $symbol,
@@ -89,18 +90,19 @@ class FinnhubMarketData implements MarketDataInterface
     public function history($symbol, $startDate, $endDate): Collection
     {
 
-        $history = $this->client->stockCandles($symbol, "D", $startDate->timestamp, $endDate->timestamp);
+        $history = $this->client->stockCandles($symbol, 'D', $startDate->timestamp, $endDate->timestamp);
 
         $timestamps = Arr::get($history, 't', []);
         $closes = Arr::get($history, 'c', []);
 
         return collect($timestamps)->mapWithKeys(function ($timestamp, $index) use ($symbol, $closes) {
             $date = Carbon::createFromTimestamp($timestamp)->format('Y-m-d');
-            return [ $date => new Ohlc([
+
+            return [$date => new Ohlc([
                 'symbol' => $symbol,
                 'date' => $date,
                 'close' => $closes[$index],
-            ]) ];
+            ])];
         });
     }
 }

app/Interfaces/MarketData/MarketDataInterface.php

@@ -1,60 +1,36 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Interfaces\MarketData;
 
-use Illuminate\Support\Collection;
 use App\Interfaces\MarketData\Types\Quote;
+use Illuminate\Support\Collection;
 
 interface MarketDataInterface
 {
     /**
      * Does this symbol actually exist?
-     * 
-     * @param String $symbol
-     * 
-     * @return Bool
      */
-    public function exists(String $symbol): Bool;
+    public function exists(string $symbol): bool;
 
     /**
      * Get quote data
-     * 
-     * @param String $symbol
-     * 
-     * @return Quote
      */
-    public function quote(String $symbol): Quote;
+    public function quote(string $symbol): Quote;
 
     /**
      * Get dividend data
-     * 
-     * @param String $symbol
-     * @param \DateTimeInterface $startDate
-     * @param \DateTimeInterface $endDate
-     * 
-     * @return Collection
      */
-    public function dividends(String $symbol, \DateTimeInterface $startDate, \DateTimeInterface $endDate): Collection;
+    public function dividends(string $symbol, \DateTimeInterface $startDate, \DateTimeInterface $endDate): Collection;
 
     /**
      * Get split data
-     * 
-     * @param String $symbol
-     * @param \DateTimeInterface $startDate
-     * @param \DateTimeInterface $endDate
-     * 
-     * @return Collection
      */
-    public function splits(String $symbol, \DateTimeInterface $startDate, \DateTimeInterface $endDate): Collection;
+    public function splits(string $symbol, \DateTimeInterface $startDate, \DateTimeInterface $endDate): Collection;
 
     /**
      * Get historical close data
-     * 
-     * @param String $symbol
-     * @param \DateTimeInterface $startDate
-     * @param \DateTimeInterface $endDate
-     * 
-     * @return Collection
      */
-    public function history(String $symbol, \DateTimeInterface $startDate, \DateTimeInterface $endDate): Collection;
+    public function history(string $symbol, \DateTimeInterface $startDate, \DateTimeInterface $endDate): Collection;
 }

app/Interfaces/MarketData/Types/Dividend.php

@@ -1,16 +1,18 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Interfaces\MarketData\Types;
 
 use DateTime;
 use Illuminate\Support\Carbon;
-use App\Interfaces\MarketData\Types\MarketDataType;
 
 class Dividend extends MarketDataType
 {
     public function setSymbol(string $symbol): self
     {
         $this->items['symbol'] = $symbol;
+
         return $this;
     }
 
@@ -22,6 +24,7 @@ class Dividend extends MarketDataType
     public function setDividendAmount($dividendAmount): self
     {
         $this->items['dividend_amount'] = (float) $dividendAmount;
+
         return $this;
     }
 
@@ -30,9 +33,10 @@ class Dividend extends MarketDataType
         return $this->items['dividend_amount'] ?? 0.0;
     }
 
-    public function setDate(String|DateTime $date): self
+    public function setDate(string|DateTime $date): self
     {
         $this->items['date'] = Carbon::parse($date)->format('Y-m-d H:i:s');
+
         return $this;
     }
 

app/Interfaces/MarketData/Types/MarketDataType.php

@@ -1,19 +1,18 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Interfaces\MarketData\Types;
 
-use Illuminate\Support\Str;
 use Illuminate\Support\Collection;
+use Illuminate\Support\Str;
 
 class MarketDataType extends Collection
 {
-    /**
-     * 
-     */
     public function __construct($items = [])
     {
 
-        foreach($this->getArrayableItems($items) as $key => $value) {
+        foreach ($this->getArrayableItems($items) as $key => $value) {
 
             $this->{$key} = $value;
         }

app/Interfaces/MarketData/Types/Ohlc.php

@@ -1,16 +1,18 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Interfaces\MarketData\Types;
 
 use DateTime;
 use Illuminate\Support\Carbon;
-use App\Interfaces\MarketData\Types\MarketDataType;
 
 class Ohlc extends MarketDataType
 {
     public function setSymbol(string $symbol): self
     {
         $this->items['symbol'] = $symbol;
+
         return $this;
     }
 
@@ -22,6 +24,7 @@ class Ohlc extends MarketDataType
     public function setOpen($open): self
     {
         $this->items['open'] = (float) $open;
+
         return $this;
     }
 
@@ -33,6 +36,7 @@ class Ohlc extends MarketDataType
     public function setHigh($high): self
     {
         $this->items['high'] = (float) $high;
+
         return $this;
     }
 
@@ -44,6 +48,7 @@ class Ohlc extends MarketDataType
     public function setLow($low): self
     {
         $this->items['low'] = (float) $low;
+
         return $this;
     }
 
@@ -55,6 +60,7 @@ class Ohlc extends MarketDataType
     public function setClose($close): self
     {
         $this->items['close'] = (float) $close;
+
         return $this;
     }
 
@@ -63,9 +69,10 @@ class Ohlc extends MarketDataType
         return $this->items['close'] ?? 0.0;
     }
 
-    public function setDate(String|DateTime $date): self
+    public function setDate(string|DateTime $date): self
     {
         $this->items['date'] = Carbon::parse($date)->format('Y-m-d H:i:s');
+
         return $this;
     }
 

app/Interfaces/MarketData/Types/Quote.php

@@ -1,16 +1,18 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Interfaces\MarketData\Types;
 
 use DateTime;
 use Illuminate\Support\Carbon;
-use App\Interfaces\MarketData\Types\MarketDataType;
 
 class Quote extends MarketDataType
 {
-    public function setName($name): self
+    public function setName(string $name): self
     {
         $this->items['name'] = (string) $name;
+
         return $this;
     }
 
@@ -19,9 +21,10 @@ class Quote extends MarketDataType
         return $this->items['name'] ?? '';
     }
 
-    public function setSymbol($symbol): self
+    public function setSymbol(string $symbol): self
     {
         $this->items['symbol'] = (string) $symbol;
+
         return $this;
     }
 
@@ -33,6 +36,7 @@ class Quote extends MarketDataType
     public function setMarketValue($marketValue): self
     {
         $this->items['market_value'] = (float) $marketValue;
+
         return $this;
     }
 
@@ -44,6 +48,7 @@ class Quote extends MarketDataType
     public function setFiftyTwoWeekHigh($high): self
     {
         $this->items['fifty_two_week_high'] = (float) $high;
+
         return $this;
     }
 
@@ -55,6 +60,7 @@ class Quote extends MarketDataType
     public function setFiftyTwoWeekLow($low): self
     {
         $this->items['fifty_two_week_low'] = (float) $low;
+
         return $this;
     }
 
@@ -66,6 +72,7 @@ class Quote extends MarketDataType
     public function setForwardPE($pe): self
     {
         $this->items['forward_pe'] = (float) $pe;
+
         return $this;
     }
 
@@ -77,6 +84,7 @@ class Quote extends MarketDataType
     public function setTrailingPE($pe): self
     {
         $this->items['trailing_pe'] = (float) $pe;
+
         return $this;
     }
 
@@ -88,6 +96,7 @@ class Quote extends MarketDataType
     public function setMarketCap($cap): self
     {
         $this->items['market_cap'] = (int) $cap;
+
         return $this;
     }
 
@@ -99,6 +108,7 @@ class Quote extends MarketDataType
     public function setBookValue($value): self
     {
         $this->items['book_value'] = (float) $value;
+
         return $this;
     }
 
@@ -110,6 +120,7 @@ class Quote extends MarketDataType
     public function setLastDividendDate(mixed $date): self
     {
         $this->items['last_dividend_date'] = is_null($date) ? null : Carbon::parse($date)->format('Y-m-d H:i:s');
+
         return $this;
     }
 
@@ -121,6 +132,7 @@ class Quote extends MarketDataType
     public function setDividendYield($yield): self
     {
         $this->items['dividend_yield'] = (float) $yield;
+
         return $this;
     }
 

app/Interfaces/MarketData/Types/Split.php

@@ -1,16 +1,18 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Interfaces\MarketData\Types;
 
 use DateTime;
 use Illuminate\Support\Carbon;
-use App\Interfaces\MarketData\Types\MarketDataType;
 
 class Split extends MarketDataType
 {
     public function setSymbol(string $symbol): self
     {
         $this->items['symbol'] = $symbol;
+
         return $this;
     }
 
@@ -22,6 +24,7 @@ class Split extends MarketDataType
     public function setSplitAmount($splitAmount): self
     {
         $this->items['split_amount'] = (float) $splitAmount;
+
         return $this;
     }
 
@@ -30,9 +33,10 @@ class Split extends MarketDataType
         return $this->items['split_amount'] ?? 0.0;
     }
 
-    public function setDate(String|DateTime $date): self
+    public function setDate(string|DateTime $date): self
     {
         $this->items['date'] = Carbon::parse($date)->format('Y-m-d H:i:s');
+
         return $this;
     }
 

app/Interfaces/MarketData/YahooMarketData.php

@@ -1,58 +1,59 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Interfaces\MarketData;
 
-use Illuminate\Support\Collection;
+use App\Interfaces\MarketData\Types\Dividend;
-use Scheb\YahooFinanceApi\ApiClient;
 use App\Interfaces\MarketData\Types\Ohlc;
 use App\Interfaces\MarketData\Types\Quote;
 use App\Interfaces\MarketData\Types\Split;
-use App\Interfaces\MarketData\Types\Dividend;
+use Illuminate\Support\Collection;
+use Scheb\YahooFinanceApi\ApiClient;
 use Scheb\YahooFinanceApi\ApiClientFactory as YahooFinance;
 
 class YahooMarketData implements MarketDataInterface
 {
     public ApiClient $client;
 
-    public function __construct() {
+    public function __construct()
+    {
 
         // create yahoo finance client factory
         $this->client = YahooFinance::createApiClient();
     }
 
-    public function exists(String $symbol): Bool
+    public function exists(string $symbol): bool
     {
 
-        return $this->quote($symbol)->isNotEmpty();
+        return (bool) $this->quote($symbol);
     }
 
-    public function quote(String $symbol): Quote
+    public function quote(string $symbol): Quote
     {
 
         $quote = $this->client->getQuote($symbol);
 
-        if (empty($quote)) return collect();
-
         return new Quote([
-            'name' => $quote->getLongName() ?? $quote->getShortName(),
+            'name' => $quote?->getLongName() ?? $quote?->getShortName(),
-            'symbol' => $quote->getSymbol(),
+            'symbol' => $symbol,
-            'market_value' => $quote->getRegularMarketPrice(),
+            'market_value' => $quote?->getRegularMarketPrice(),
-            'fifty_two_week_high' => $quote->getFiftyTwoWeekHigh(),
+            'fifty_two_week_high' => $quote?->getFiftyTwoWeekHigh(),
-            'fifty_two_week_low' => $quote->getFiftyTwoWeekLow(),
+            'fifty_two_week_low' => $quote?->getFiftyTwoWeekLow(),
-            'forward_pe' => $quote->getForwardPE(),
+            'forward_pe' => $quote?->getForwardPE(),
-            'trailing_pe' => $quote->getTrailingPE(),
+            'trailing_pe' => $quote?->getTrailingPE(),
-            'market_cap' => $quote->getMarketCap(),
+            'market_cap' => $quote?->getMarketCap(),
-            'book_value' => $quote->getBookValue(),
+            'book_value' => $quote?->getBookValue(),
-            'last_dividend_date' => $quote->getDividendDate(),
+            'last_dividend_date' => $quote?->getDividendDate(),
-            'dividend_yield' => $quote->getTrailingAnnualDividendYield() * 100
+            'dividend_yield' => $quote?->getTrailingAnnualDividendYield() * 100,
         ]);
     }
 
-    public function dividends(String $symbol, $startDate, $endDate): Collection
+    public function dividends(string $symbol, $startDate, $endDate): Collection
     {
 
         return collect($this->client->getHistoricalDividendData($symbol, $startDate, $endDate))
-                        ->map(function($dividend) use ($symbol) {
+            ->map(function ($dividend) use ($symbol) {
 
                 return new Dividend([
                     'symbol' => $symbol,
@@ -62,11 +63,11 @@ class YahooMarketData implements MarketDataInterface
             });
     }
 
-    public function splits(String $symbol, $startDate, $endDate): Collection
+    public function splits(string $symbol, $startDate, $endDate): Collection
     {
 
         return collect($this->client->getHistoricalSplitData($symbol, $startDate, $endDate))
-                        ->map(function($split) use ($symbol) {
+            ->map(function ($split) use ($symbol) {
                 $split_amount = explode(':', $split->getStockSplits());
 
                 return new Split([
@@ -77,19 +78,19 @@ class YahooMarketData implements MarketDataInterface
             });
     }
 
-    public function history(String $symbol, $startDate, $endDate): Collection
+    public function history(string $symbol, $startDate, $endDate): Collection
     {
 
         return collect($this->client->getHistoricalQuoteData($symbol, ApiClient::INTERVAL_1_DAY, $startDate, $endDate))
-            ->mapWithKeys(function($history) use ($symbol) {
+            ->mapWithKeys(function ($history) use ($symbol) {
 
                 $date = $history->getDate()->format('Y-m-d');
 
-                return [ $date => new Ohlc([
+                return [$date => new Ohlc([
                     'symbol' => $symbol,
                     'date' => $date,
                     'close' => $history->getClose(),
-                    ]) ];
+                ])];
             });
     }
 }

app/Jobs/BackupImportJob.php

@@ -1,16 +1,18 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Jobs;
 
-use Throwable;
-use App\Models\User;
-use App\Models\BackupImport;
-use Maatwebsite\Excel\Facades\Excel;
-use Illuminate\Foundation\Queue\Queueable;
-use Illuminate\Contracts\Queue\ShouldQueue;
-use App\Notifications\ImportSucceededNotification;
-use App\Notifications\ImportFailedNotification;
 use App\Imports\BackupImport as BackupImportExcel;
+use App\Models\BackupImport;
+use App\Models\User;
+use App\Notifications\ImportFailedNotification;
+use App\Notifications\ImportSucceededNotification;
+use Illuminate\Contracts\Queue\ShouldQueue;
+use Illuminate\Foundation\Queue\Queueable;
+use Maatwebsite\Excel\Facades\Excel;
+use Throwable;
 
 class BackupImportJob implements ShouldQueue
 {
@@ -63,9 +65,9 @@ class BackupImportJob implements ShouldQueue
     {
         $this->backupImport->update([
             'status' => 'failed',
-            'message' => 'Error: '. substr($e->getMessage(), 0, 220),
+            'message' => 'Error: '.substr($e->getMessage(), 0, 220),
             'has_errors' => true,
-            'completed_at' => now()
+            'completed_at' => now(),
         ]);
 
         $this->user->notify(new ImportFailedNotification($e->getMessage()));

app/Models/AiChat.php

@@ -1,9 +1,11 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Models;
 
-use Illuminate\Database\Eloquent\Model;
 use Illuminate\Database\Eloquent\Concerns\HasUuids;
+use Illuminate\Database\Eloquent\Model;
 
 class AiChat extends Model
 {
@@ -11,7 +13,7 @@ class AiChat extends Model
 
     protected $fillable = [
         'role',
-        'content'
+        'content',
     ];
 
     protected $hidden = [];
@@ -26,7 +28,8 @@ class AiChat extends Model
         });
     }
 
-    public function user() {
+    public function user()
+    {
         return $this->belongsTo(User::class);
     }
 

app/Models/BackupImport.php

@@ -1,12 +1,12 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Models;
 
-use Maatwebsite\Excel\Facades\Excel;
-use Illuminate\Database\Eloquent\Model;
-use App\Imports\BackupImport as BackupImportExcel;
 use App\Jobs\BackupImportJob;
 use Illuminate\Database\Eloquent\Concerns\HasUuids;
+use Illuminate\Database\Eloquent\Model;
 
 class BackupImport extends Model
 {
@@ -20,7 +20,7 @@ class BackupImport extends Model
         'status', // pending, in_progress, success, failed
         'message', // Import starting, Import is in progress, Importing portfolios, Importing transactions, Importing daily changes, Import completed successfully
         'has_errors',
-        'completed_at'
+        'completed_at',
     ];
 
     protected static function boot()
@@ -47,7 +47,7 @@ class BackupImport extends Model
     {
         return [
             'has_errors' => 'boolean',
-            'completed_at' => 'datetime'
+            'completed_at' => 'datetime',
         ];
     }
 }

app/Models/ConnectedAccount.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Models;
 
 use Illuminate\Database\Eloquent\Concerns\HasTimestamps;
@@ -29,7 +31,7 @@ class ConnectedAccount extends Model
     ];
 
     protected $with = [
-        'user'
+        'user',
     ];
 
     /**

app/Models/DailyChange.php

@@ -1,14 +1,16 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Models;
 
 use App\Traits\HasCompositePrimaryKey;
-use Illuminate\Database\Eloquent\Model;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
 
 class DailyChange extends Model
 {
-    use HasFactory, HasCompositePrimaryKey;
+    use HasCompositePrimaryKey, HasFactory;
 
     public $timestamps = false;
 
@@ -47,7 +49,8 @@ class DailyChange extends Model
         });
     }
 
-    public function scopeWithoutWishlists($query) {
+    public function scopeWithoutWishlists($query)
+    {
         return $query->whereHas('portfolio', function ($query) {
             $query->where('portfolios.wishlist', 0);
         });

app/Models/Dividend.php

@@ -1,16 +1,15 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Models;
 
-use App\Models\Holding;
-use App\Models\MarketData;
-use App\Models\Transaction;
-use Illuminate\Support\Str;
-use Illuminate\Support\Carbon;
-use Illuminate\Database\Eloquent\Model;
 use App\Interfaces\MarketData\MarketDataInterface;
 use Illuminate\Database\Eloquent\Concerns\HasUuids;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Carbon;
+use Illuminate\Support\Str;
 
 class Dividend extends Model
 {
@@ -30,15 +29,18 @@ class Dividend extends Model
         'last_dividend_update' => 'datetime',
     ];
 
-    public function marketData() {
+    public function marketData()
+    {
         return $this->belongsTo(MarketData::class, 'symbol', 'symbol');
     }
 
-    public function holdings() {
+    public function holdings()
+    {
         return $this->hasMany(Holding::class, 'symbol', 'symbol');
     }
 
-    public function transactions() {
+    public function transactions()
+    {
         return $this->hasMany(Transaction::class, 'symbol', 'symbol');
     }
 
@@ -49,7 +51,6 @@ class Dividend extends Model
 
     /**
      * Grab new dividend data
-     *
      */
     public static function refreshDividendData(string $symbol): void
     {
@@ -64,7 +65,7 @@ class Dividend extends Model
         $end_date = now();
 
         // nope, refresh forward looking only
-        if ( $dividends_meta->total_dividends ) {
+        if ($dividends_meta->total_dividends) {
 
             $start_date = $dividends_meta->last_dividend_update->addHours(24);
         }
@@ -83,7 +84,7 @@ class Dividend extends Model
         // ah, we found some dividends...
         if ($dividend_data->isNotEmpty()) {
             // create mass insert
-            foreach ($dividend_data as $index => $dividend){
+            foreach ($dividend_data as $index => $dividend) {
                 $dividend_data[$index] = [...$dividend, ...['id' => Str::uuid()->toString(), 'updated_at' => now(), 'created_at' => now()]];
             }
 
@@ -132,7 +133,7 @@ class Dividend extends Model
             ->each(function ($holding) use ($dividends) {
                 $holding->update([
                     'dividends_earned' => $dividends->where('portfolio_id', $holding->portfolio_id)
-                                                        ->sum('total_received')
+                        ->sum('total_received'),
                 ]);
             });
     }
@@ -145,15 +146,15 @@ class Dividend extends Model
             'reinvest_dividends' => true,
         ])
             ->get()
-        ->each(function($holding) use ($dividend_data, $market_data) {
+            ->each(function ($holding) use ($dividend_data, $market_data) {
 
-            foreach($dividend_data as $dividend) {
+                foreach ($dividend_data as $dividend) {
 
                     Transaction::create([
                         'date' => $dividend['date'],
                         'portfolio_id' => $holding->portfolio_id,
                         'symbol' => $holding->symbol,
-                    'transaction_type' => "BUY",
+                        'transaction_type' => 'BUY',
                         'reinvested_dividend' => true,
                         'cost_basis' => 0,
                         'quantity' => ($dividend['dividend_amount'] * $holding->qtyOwned(Carbon::parse($dividend['date']))) / $market_data->market_value,

app/Models/Holding.php

@@ -1,17 +1,13 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Models;
 
-use App\Models\Split;
-use App\Models\AiChat;
-use App\Models\Dividend;
-use App\Models\Portfolio;
-use App\Models\MarketData;
-use App\Models\Transaction;
-use Illuminate\Support\Facades\DB;
-use Illuminate\Database\Eloquent\Model;
 use Illuminate\Database\Eloquent\Concerns\HasUuids;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Facades\DB;
 
 class Holding extends Model
 {
@@ -27,18 +23,13 @@ class Holding extends Model
         'realized_gain_dollars',
         'dividends_earned',
         'splits_synced_at',
-        'reinvest_dividends'
+        'reinvest_dividends',
     ];
 
     protected $casts = [
         'splits_synced_at' => 'datetime',
         'first_transaction_date' => 'datetime',
-        'reinvest_dividends' => 'boolean'
+        'reinvest_dividends' => 'boolean',
-    ];
-
-    protected $attributes = [
-        'realized_gain_dollars' => 0,
-        'dividends_earned' => 0,
     ];
 
     /**
@@ -69,7 +60,7 @@ class Holding extends Model
     public function dividends()
     {
         return $this->hasMany(Dividend::class, 'symbol', 'symbol')
-                ->select(['dividends.symbol','dividends.date','dividends.dividend_amount'])
+            ->select(['dividends.symbol', 'dividends.date', 'dividends.dividend_amount'])
             ->selectRaw("SUM(
                     CASE WHEN transaction_type = 'BUY' 
                         AND transactions.symbol = dividends.symbol 
@@ -100,7 +91,7 @@ class Holding extends Model
                     * dividends.dividend_amount
                 ) AS total_received")
             ->join('transactions', 'transactions.symbol', 'dividends.symbol')
-                ->groupBy(['dividends.symbol','dividends.date','dividends.dividend_amount'])
+            ->groupBy(['dividends.symbol', 'dividends.date', 'dividends.dividend_amount'])
             ->orderBy('dividends.date', 'DESC')
             ->where('dividends.date', '>=', function ($query) {
                 $query->selectRaw('min(transactions.date)')
@@ -169,7 +160,8 @@ class Holding extends Model
         return $query->where('holdings.symbol', $symbol);
     }
 
-    public function scopeWithoutWishlists($query) {
+    public function scopeWithoutWishlists($query)
+    {
         return $query->whereHas('portfolio', function ($query) {
             $query->where('portfolios.wishlist', 0);
         });
@@ -177,7 +169,7 @@ class Holding extends Model
 
     public function scopeMyHoldings($query, $userId = null)
     {
-        return $query->whereHas('portfolio', function($query) use ($userId) {
+        return $query->whereHas('portfolio', function ($query) use ($userId) {
             $query->whereRelation('users', 'id', $userId ?? auth()->user()->id);
         });
     }
@@ -222,15 +214,17 @@ class Holding extends Model
             'realized_gain_dollars' => $query->qty_purchases > 0 && $query->total_sale_price > 0
                     ? $query->total_sale_price - ($query->qty_sales * ($query->total_cost_basis / $query->qty_purchases))
                     : 0,
-            'dividends_earned' => $this->dividends->sum('total_received')
+            'dividends_earned' => $this->dividends->sum('total_received'),
         ]);
 
         $this->save();
     }
 
-    public function qtyOwned(\Illuminate\Support\Carbon $date = null)
+    public function qtyOwned(?\Illuminate\Support\Carbon $date = null)
     {
-        if ($date == null) $date = now();
+        if ($date == null) {
+            $date = now();
+        }
 
         $transactions = $this->transactions->where('date', '<=', $date);
 
@@ -242,13 +236,17 @@ class Holding extends Model
     }
 
     public function dailyPerformance(
-        \Illuminate\Support\Carbon $start_date = null, 
+        ?\Illuminate\Support\Carbon $start_date = null,
-        \Illuminate\Support\Carbon $end_date = null, 
+        ?\Illuminate\Support\Carbon $end_date = null,
     ) {
-        if ($start_date == null) $start_date = now();
+        if ($start_date == null) {
-        if ($end_date == null) $end_date = now();
+            $start_date = now();
+        }
+        if ($end_date == null) {
+            $end_date = now();
+        }
 
-        $date_interval = "DATE_ADD(date, INTERVAL 1 DAY)";
+        $date_interval = 'DATE_ADD(date, INTERVAL 1 DAY)';
 
         if (config('database.default') === 'sqlite') {
 
@@ -290,7 +288,7 @@ class Holding extends Model
                     END)
                 END, 0) AS cost_basis
             "),
-            DB::raw("COALESCE(SUM(CASE WHEN transaction_type = 'SELL' THEN ((sale_price - cost_basis) * quantity) ELSE 0 END), 0) AS `realized_gains`")
+                DB::raw("COALESCE(SUM(CASE WHEN transaction_type = 'SELL' THEN ((sale_price - cost_basis) * quantity) ELSE 0 END), 0) AS `realized_gains`"),
             ])
             ->leftJoin('transactions', function ($join) {
                 $join->on(DB::raw('DATE(transactions.date)'), '<=', 'date_series.date')
@@ -306,13 +304,14 @@ class Holding extends Model
     public function getFormattedTransactions()
     {
         $formattedTransactions = '';
-        foreach($this->transactions->sortByDesc('date') as $transaction) {
+        foreach ($this->transactions->sortByDesc('date') as $transaction) {
-            $formattedTransactions .= " * ".$transaction->date->format('Y-m-d') 
+            $formattedTransactions .= ' * '.$transaction->date->format('Y-m-d')
-                                    ." ". $transaction->transaction_type 
+                                    .' '.$transaction->transaction_type
-                                    ." ". $transaction->quantity
+                                    .' '.$transaction->quantity
-                                    ." @ ". $transaction->cost_basis 
+                                    .' @ '.$transaction->cost_basis
                                     ." each \n\n";
         }
+
         return $formattedTransactions;
     }
 }

app/Models/MarketData.php

@@ -1,17 +1,21 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Models;
 
-use Illuminate\Database\Eloquent\Model;
 use App\Interfaces\MarketData\MarketDataInterface;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
 
 class MarketData extends Model
 {
     use HasFactory;
 
     protected $primaryKey = 'symbol';
+
     protected $keyType = 'string';
+
     public $incrementing = false;
 
     protected $fillable = [
@@ -25,7 +29,7 @@ class MarketData extends Model
         'market_cap',
         'book_value',
         'last_dividend_date',
-        'dividend_yield'
+        'dividend_yield',
     ];
 
     protected $casts = [
@@ -37,7 +41,7 @@ class MarketData extends Model
         'trailing_pe' => 'float',
         'market_cap' => 'float',
         'book_value' => 'float',
-        'dividend_yield' => 'float'
+        'dividend_yield' => 'float',
     ];
 
     public function holdings()
@@ -53,13 +57,13 @@ class MarketData extends Model
     public static function getMarketData($symbol, $force = false)
     {
         $market_data = self::firstOrNew([
-            'symbol' => $symbol
+            'symbol' => $symbol,
         ]);
 
         // check if new or stale
         if (
             $force
-            || !$market_data->exists
+            || ! $market_data->exists
             || is_null($market_data->updated_at)
             || $market_data->updated_at->diffInMinutes(now()) >= config('investbrain.refresh')
         ) {

app/Models/Portfolio.php

@@ -1,16 +1,19 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Models;
 
-use App\Models\AiChat;
+use App\Interfaces\MarketData\MarketDataInterface;
+use App\Notifications\InvitedOnboardingNotification;
 use Carbon\CarbonPeriod;
+use Illuminate\Database\Eloquent\Concerns\HasUuids;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
 use Illuminate\Support\Arr;
 use Illuminate\Support\Carbon;
 use Illuminate\Support\Facades\DB;
-use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Str;
-use App\Interfaces\MarketData\MarketDataInterface;
-use Illuminate\Database\Eloquent\Concerns\HasUuids;
-use Illuminate\Database\Eloquent\Factories\HasFactory;
 
 class Portfolio extends Model
 {
@@ -38,7 +41,7 @@ class Portfolio extends Model
     protected $hidden = [];
 
     protected $casts = [
-        'wishlist' => 'boolean'
+        'wishlist' => 'boolean',
     ];
 
     protected $with = ['users', 'transactions'];
@@ -101,7 +104,7 @@ class Portfolio extends Model
     public function setOwnerIdAttribute($value)
     {
         // enable queued jobs to create portfolios with owners
-        if (!auth()->user()?->id && !$this->owner_id) {
+        if (! auth()->user()?->id && ! $this->owner_id) {
             static::$owner_id = $value;
         }
     }
@@ -113,7 +116,7 @@ class Portfolio extends Model
 
     public function getOwnerAttribute()
     {
-        if (!$this->relationLoaded('user')) {
+        if (! $this->relationLoaded('user')) {
 
             $this->load('users');
         }
@@ -124,18 +127,19 @@ class Portfolio extends Model
     public static function ensurePortfolioHasOwner(self $portfolio)
     {
         // make sure we don't remove owner access
-        if (!$portfolio->owner_id) {
+        if (! $portfolio->owner_id) {
             $owner[static::$owner_id ?? auth()->user()->id] = ['owner' => true];
 
             // save
             $portfolio->users()->sync($owner);
+            static::$owner_id = null;
         }
     }
 
     public function syncDailyChanges(): void
     {
         $holdings = $this->holdings()
-                ->join('transactions', function($join) {
+            ->join('transactions', function ($join) {
                 $join->on('transactions.symbol', '=', 'holdings.symbol')
                     ->where('transactions.portfolio_id', '=', $this->id);
             })
@@ -147,7 +151,7 @@ class Portfolio extends Model
 
         $total_performance = [];
 
-        $holdings->each(function($holding) use (&$total_performance, $dividends) {
+        $holdings->each(function ($holding) use (&$total_performance, $dividends) {
 
             $period = CarbonPeriod::create(
                 $holding->first_transaction_date,
@@ -167,7 +171,7 @@ class Portfolio extends Model
             $dividends_earned = 0;
             $holding_performance = [];
 
-            foreach($period as $date) {
+            foreach ($period as $date) {
                 $date = $date->format('Y-m-d');
 
                 $close = $this->getMostRecentCloseData($all_history, $date);
@@ -183,7 +187,7 @@ class Portfolio extends Model
                         'total_cost_basis' => $daily_performance->get($date)->cost_basis,
                         'total_gain' => $total_market_value - $daily_performance->get($date)->cost_basis,
                         'realized_gains' => $daily_performance->get($date)->realized_gains,
-                        'total_dividends_earned' => $dividends_earned
+                        'total_dividends_earned' => $dividends_earned,
                     ];
                 }
             }
@@ -204,7 +208,7 @@ class Portfolio extends Model
             }
         });
 
-        if (!empty($total_performance)) {
+        if (! empty($total_performance)) {
             DB::transaction(function () use ($total_performance) {
 
                 $this->daily_change()->upsert(
@@ -215,7 +219,7 @@ class Portfolio extends Model
                         'total_cost_basis',
                         'total_gain',
                         'realized_gains',
-                        'total_dividends_earned'
+                        'total_dividends_earned',
                     ]
                 );
             });
@@ -226,7 +230,7 @@ class Portfolio extends Model
     {
         $close = Arr::get($history, "$date.close", 0);
 
-        if (!$close && $i < $max_attempts) {
+        if (! $close && $i < $max_attempts) {
 
             $i++;
 
@@ -241,16 +245,50 @@ class Portfolio extends Model
     public function getFormattedHoldings()
     {
         $formattedHoldings = '';
-        foreach($this->holdings as $holding) {
+        foreach ($this->holdings as $holding) {
-            $formattedHoldings .= " * Holding of ".$holding->market_data->name." (".$holding->symbol.")" 
+            $formattedHoldings .= ' * Holding of '.$holding->market_data->name.' ('.$holding->symbol.')'
-                                    ."; with ". ($holding->quantity > 0 ? $holding->quantity : 'ZERO') . " shares"
+                                    .'; with '.($holding->quantity > 0 ? $holding->quantity : 'ZERO').' shares'
-                                    ."; avg cost basis ". $holding->average_cost_basis
+                                    .'; avg cost basis '.$holding->average_cost_basis
-                                    ."; curr market value ". $holding->market_data->market_value 
+                                    .'; curr market value '.$holding->market_data->market_value
-                                    ."; unrealized gains ". $holding->market_gain_dollars 
+                                    .'; unrealized gains '.$holding->market_gain_dollars
-                                    ."; realized gains ". $holding->realized_gain_dollars
+                                    .'; realized gains '.$holding->realized_gain_dollars
-                                    ."; dividends earned ". $holding->dividends_earned
+                                    .'; dividends earned '.$holding->dividends_earned
                                     ."\n\n";
         }
+
         return $formattedHoldings;
     }
+
+    /**
+     * Share a portfolio with a user
+     */
+    public function share(string $email, bool $fullAccess = false): void
+    {
+        $user = User::firstOrCreate([
+            'email' => $email,
+        ], [
+            'name' => Str::title(Str::before($email, '@')),
+        ]);
+
+        $permissions[$user->id] = [
+            'full_access' => $fullAccess,
+        ];
+
+        $sync = $this->users()->syncWithoutDetaching($permissions);
+
+        if (! empty($sync['attached'])) {
+
+            foreach ($sync['attached'] as $newUserId) {
+                User::find($newUserId)->notify(new InvitedOnboardingNotification($this, auth()->user()));
+            }
+        }
+    }
+
+    /**
+     * Un-share a portfolio
+     */
+    public function unShare(string $userId): void
+    {
+        $this->users()->detach($userId);
+    }
 }

app/Models/Split.php

@@ -1,14 +1,15 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Models;
 
-use App\Models\Transaction;
-use Illuminate\Support\Str;
-use Illuminate\Support\Facades\DB;
-use Illuminate\Database\Eloquent\Model;
 use App\Interfaces\MarketData\MarketDataInterface;
 use Illuminate\Database\Eloquent\Concerns\HasUuids;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Facades\DB;
+use Illuminate\Support\Str;
 
 class Split extends Model
 {
@@ -28,18 +29,19 @@ class Split extends Model
         'last_date' => 'datetime',
     ];
 
-    public function holdings() {
+    public function holdings()
+    {
         return $this->hasMany(Holding::class, 'symbol', 'symbol');
     }
 
-    public function transactions() {
+    public function transactions()
+    {
         return $this->hasMany(Transaction::class, 'symbol', 'symbol');
     }
 
     /**
      * Grab new split data
      *
-     * @param string $symbol
      * @param  \DateTimeInterface|null  $start_date
      * @return void
      */
@@ -71,7 +73,7 @@ class Split extends Model
         if ($split_data->isNotEmpty()) {
 
             // insert records
-            (new self)->insert($split_data->map(function($split) {
+            (new self)->insert($split_data->map(function ($split) {
 
                 return [...$split, ...['id' => Str::uuid()->toString()]];
             })->toArray());
@@ -94,7 +96,7 @@ class Split extends Model
             'splits.date',
             'splits.symbol',
             'splits.split_amount',
-                        'holdings.portfolio_id'
+            'holdings.portfolio_id',
         ])
             ->where([
                 'splits.symbol' => $symbol,
@@ -105,12 +107,12 @@ class Split extends Model
             ->orderBy('splits.date', 'ASC')
             ->get();
 
-        foreach($splits as $split) {
+        foreach ($splits as $split) {
 
             // get qty owned when split was issued
             $qty_owned = Transaction::where([
                 'symbol' => $split->symbol,
-                    'portfolio_id' => $split->portfolio_id
+                'portfolio_id' => $split->portfolio_id,
             ])
                 ->whereDate('transactions.date', '<', $split->date->format('Y-m-d'))
                 ->selectRaw('SUM(CASE WHEN transaction_type = "BUY" THEN quantity ELSE 0 END) -
@@ -128,14 +130,14 @@ class Split extends Model
                     'cost_basis' => 0,
                     'split' => true,
                     'created_at' => now(),
-                    'updated_at' => now()
+                    'updated_at' => now(),
                 ]);
 
                 Holding::where([
                     'symbol' => $split->symbol,
-                    'portfolio_id' => $split->portfolio_id
+                    'portfolio_id' => $split->portfolio_id,
                 ])->update([
-                    'splits_synced_at' => now()
+                    'splits_synced_at' => now(),
                 ]);
             }
         }

app/Models/Transaction.php

@@ -1,13 +1,17 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Models;
 
-use App\Models\MarketData;
+use Illuminate\Contracts\Database\Eloquent\Builder;
-use Illuminate\Support\Arr;
-use Illuminate\Database\Eloquent\Model;
 use Illuminate\Database\Eloquent\Casts\Attribute;
 use Illuminate\Database\Eloquent\Concerns\HasUuids;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\Relations\HasOne;
+use Illuminate\Support\Arr;
 
 class Transaction extends Model
 {
@@ -23,7 +27,7 @@ class Transaction extends Model
         'cost_basis',
         'sale_price',
         'split',
-        'reinvested_dividend'
+        'reinvested_dividend',
     ];
 
     protected $hidden = [];
@@ -31,7 +35,7 @@ class Transaction extends Model
     protected $casts = [
         'date' => 'datetime',
         'split' => 'boolean',
-        'reinvested_dividend' => 'boolean'
+        'reinvested_dividend' => 'boolean',
     ];
 
     protected static function boot()
@@ -52,14 +56,14 @@ class Transaction extends Model
 
             $transaction->refreshMarketData();
 
-            cache()->forget('portfolio-metrics-' . $transaction->portfolio_id);
+            cache()->forget('portfolio-metrics-'.$transaction->portfolio_id);
         });
 
         static::deleted(function ($transaction) {
 
             $transaction->syncToHolding();
 
-            cache()->forget('portfolio-metrics-' . $transaction->portfolio_id);
+            cache()->forget('portfolio-metrics-'.$transaction->portfolio_id);
         });
     }
 
@@ -78,7 +82,7 @@ class Transaction extends Model
      *
      * @return void
      */
-    public function market_data()
+    public function market_data(): HasOne
     {
         return $this->hasOne(MarketData::class, 'symbol', 'symbol');
     }
@@ -88,12 +92,12 @@ class Transaction extends Model
      *
      * @return void
      */
-    public function portfolio()
+    public function portfolio(): BelongsTo
     {
         return $this->belongsTo(Portfolio::class);
     }
 
-    public function scopeWithMarketData($query)
+    public function scopeWithMarketData($query): Builder
     {
         return $query->withAggregate('market_data', 'name')
             ->withAggregate('market_data', 'market_value')
@@ -103,32 +107,32 @@ class Transaction extends Model
             ->join('market_data', 'transactions.symbol', 'market_data.symbol');
     }
 
-    public function scopePortfolio($query, $portfolio)
+    public function scopePortfolio($query, $portfolio): Builder
     {
         return $query->where('portfolio_id', $portfolio);
     }
 
-    public function scopeSymbol($query, $symbol)
+    public function scopeSymbol($query, $symbol): Builder
     {
         return $query->where('symbol', $symbol);
     }
 
-    public function scopeBuy($query)
+    public function scopeBuy($query): Builder
     {
         return $query->where('transaction_type', 'BUY');
     }
 
-    public function scopeSell($query)
+    public function scopeSell($query): Builder
     {
         return $query->where('transaction_type', 'SELL');
     }
 
-    public function scopeBeforeDate($query, $date)
+    public function scopeBeforeDate($query, $date): Builder
     {
         return $query->whereDate('date', '<=', $date);
     }
 
-    public function scopeMyTransactions() 
+    public function scopeMyTransactions(): Builder
     {
         return $this->whereHas('portfolio', function ($query) {
             $query->whereHas('users', function ($query) {
@@ -137,17 +141,15 @@ class Transaction extends Model
         });
     }
 
-    public function refreshMarketData() 
+    public function refreshMarketData(): void
     {
-        return MarketData::getMarketData($this->attributes['symbol']);
+        MarketData::getMarketData($this->attributes['symbol']);
     }
 
     /**
      * Writes average cost basis to a sale transaction
-     *
-     * @return Transaction
      */
-    public function ensureCostBasisIsAddedToSale()
+    public function ensureCostBasisIsAddedToSale(): Transaction
     {
         $average_cost_basis = Transaction::where([
             'portfolio_id' => $this->portfolio_id,
@@ -163,10 +165,9 @@ class Transaction extends Model
 
     /**
      * Syncs the holding related to this transaction
-     *
-     * @return void
      */
-    public function syncToHolding() {
+    public function syncToHolding(): void
+    {
 
         // if symbol name changed, sync previous symbol too
         if (Arr::has($this->changes, 'symbol')) {
@@ -181,7 +182,7 @@ class Transaction extends Model
         // get the holding for a symbol and portfolio (or create one)
         Holding::firstOrNew([
             'portfolio_id' => $this->portfolio_id,
-            'symbol' => $this->symbol
+            'symbol' => $this->symbol,
         ], [
             'portfolio_id' => $this->portfolio_id,
             'symbol' => $this->symbol,

app/Models/User.php

@@ -1,29 +1,31 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Models;
 
 use App\Traits\HasConnectedAccounts;
-use Laravel\Sanctum\HasApiTokens;
+use Illuminate\Contracts\Auth\MustVerifyEmail;
-use Laravel\Jetstream\HasProfilePhoto;
-use Illuminate\Notifications\Notifiable;
-use Laravel\Fortify\TwoFactorAuthenticatable;
-use Staudenmeir\EloquentHasManyDeep\HasManyDeep;
 use Illuminate\Database\Eloquent\Concerns\HasUuids;
-use Staudenmeir\EloquentHasManyDeep\HasRelationships;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Foundation\Auth\User as Authenticatable;
-use Illuminate\Contracts\Auth\MustVerifyEmail;
+use Illuminate\Notifications\Notifiable;
+use Laravel\Fortify\TwoFactorAuthenticatable;
+use Laravel\Jetstream\HasProfilePhoto;
+use Laravel\Sanctum\HasApiTokens;
+use Staudenmeir\EloquentHasManyDeep\HasManyDeep;
+use Staudenmeir\EloquentHasManyDeep\HasRelationships;
 
 class User extends Authenticatable implements MustVerifyEmail
 {
     use HasApiTokens;
+    use HasConnectedAccounts;
     use HasFactory;
     use HasProfilePhoto;
+    use HasRelationships;
+    use HasUuids;
     use Notifiable;
     use TwoFactorAuthenticatable;
-    use HasUuids;
-    use HasRelationships;
-    use HasConnectedAccounts;
 
     protected $fillable = [
         'name',

app/Notifications/ImportFailedNotification.php

@@ -1,11 +1,13 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Notifications;
 
 use Illuminate\Bus\Queueable;
-use Illuminate\Notifications\Notification;
 use Illuminate\Contracts\Queue\ShouldQueue;
 use Illuminate\Notifications\Messages\MailMessage;
+use Illuminate\Notifications\Notification;
 
 class ImportFailedNotification extends Notification implements ShouldQueue
 {
@@ -16,7 +18,7 @@ class ImportFailedNotification extends Notification implements ShouldQueue
      */
     public function __construct(
         public string $errorMessage
-    ) { }
+    ) {}
 
     /**
      * Get the notification's delivery channels.
@@ -35,10 +37,10 @@ class ImportFailedNotification extends Notification implements ShouldQueue
     {
         return (new MailMessage)
             ->greeting('Oh no!')
-                    ->subject("Your Investbrain import failed!")
+            ->subject('Your Investbrain import failed!')
-                    ->line("Heads up, your Investbrain import was unable to successfully complete. There were errors which caused the import to fail.")
+            ->line('Heads up, your Investbrain import was unable to successfully complete. There were errors which caused the import to fail.')
-                    ->action("Try again?", route('import-export'))
+            ->action('Try again?', route('import-export'))
-                    ->line("**Technical details:**")
+            ->line('**Technical details:**')
             ->line($this->errorMessage);
     }
 

app/Notifications/ImportSucceededNotification.php

@@ -1,13 +1,13 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Notifications;
 
-use App\Models\User;
-use App\Models\Portfolio;
 use Illuminate\Bus\Queueable;
-use Illuminate\Notifications\Notification;
 use Illuminate\Contracts\Queue\ShouldQueue;
 use Illuminate\Notifications\Messages\MailMessage;
+use Illuminate\Notifications\Notification;
 
 class ImportSucceededNotification extends Notification implements ShouldQueue
 {
@@ -16,7 +16,7 @@ class ImportSucceededNotification extends Notification implements ShouldQueue
     /**
      * Create a new notification instance.
      */
-    public function __construct() { }
+    public function __construct() {}
 
     /**
      * Get the notification's delivery channels.
@@ -35,9 +35,9 @@ class ImportSucceededNotification extends Notification implements ShouldQueue
     {
         return (new MailMessage)
             ->greeting('Woot! 🎉')
-                    ->subject("Your Investbrain import was successful!")
+            ->subject('Your Investbrain import was successful!')
-                    ->line("Just a heads up that your Investbrain import succeeded! Your portfolios, transactions, and daily changes are now available in your account.")
+            ->line('Just a heads up that your Investbrain import succeeded! Your portfolios, transactions, and daily changes are now available in your account.')
-                    ->action("Get Started", route('dashboard'));
+            ->action('Get Started', route('dashboard'));
     }
 
     /**

app/Notifications/InvitedOnboardingNotification.php

@@ -1,13 +1,15 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Notifications;
 
-use App\Models\User;
 use App\Models\Portfolio;
+use App\Models\User;
 use Illuminate\Bus\Queueable;
-use Illuminate\Notifications\Notification;
 use Illuminate\Contracts\Queue\ShouldQueue;
 use Illuminate\Notifications\Messages\MailMessage;
+use Illuminate\Notifications\Notification;
 
 class InvitedOnboardingNotification extends Notification implements ShouldQueue
 {
@@ -19,7 +21,7 @@ class InvitedOnboardingNotification extends Notification implements ShouldQueue
     public function __construct(
         public Portfolio $portfolio,
         public User $sender,
-    ) { }
+    ) {}
 
     /**
      * Get the notification's delivery channels.
@@ -45,9 +47,9 @@ class InvitedOnboardingNotification extends Notification implements ShouldQueue
             ->subject("You've been invited to {$this->portfolio->title} on Investbrain!")
             ->line("{$this->sender->name} has invited you to **{$this->portfolio->title}** on Investbrain, a smart open-source investment tracker that consolidates and monitors market performance across your different brokerages.")
             ->line("Once you're in, you'll be able to see all the holdings, dividends, market performance and more for {$this->portfolio->title}!")
-                    ->action("Get Started", $url)
+            ->action('Get Started', $url)
-                    ->line("If you have any questions, you can reply to this email.")
+            ->line('If you have any questions, you can reply to this email.')
-                    ->salutation("See you there,\n". e($this->sender->name));
+            ->salutation("See you there,\n".e($this->sender->name));
     }
 
     /**

app/Notifications/VerifyConnectedAccountNotification.php

@@ -1,12 +1,14 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Notifications;
 
-use Illuminate\Bus\Queueable;
 use App\Models\ConnectedAccount;
-use Illuminate\Notifications\Notification;
+use Illuminate\Bus\Queueable;
 use Illuminate\Contracts\Queue\ShouldQueue;
 use Illuminate\Notifications\Messages\MailMessage;
+use Illuminate\Notifications\Notification;
 
 class VerifyConnectedAccountNotification extends Notification implements ShouldQueue
 {
@@ -17,7 +19,7 @@ class VerifyConnectedAccountNotification extends Notification implements ShouldQ
      */
     public function __construct(
         public string $connected_account_id
-    ) { }
+    ) {}
 
     /**
      * Get the notification's delivery channels.
@@ -44,7 +46,7 @@ class VerifyConnectedAccountNotification extends Notification implements ShouldQ
             ->subject("Connect your $provider account with Investbrain")
             ->line("You recently attempted to log into an existing Investbrain account using $provider. To safeguard your Investbrain account, please confirm this was you by pressing the 'Connect $provider' button below:")
             ->action("Connect $provider", $url)
-                    ->line("If you do not recognize this activity, we recommend [changing your password](".route('profile.show').") as soon as possible. Otherwise, you can disregard this message. This link will expire in {$days} days.");
+            ->line('If you do not recognize this activity, we recommend [changing your password]('.route('profile.show').") as soon as possible. Otherwise, you can disregard this message. This link will expire in {$days} days.");
     }
 
     /**

app/Policies/PortfolioPolicy.php

@@ -1,26 +1,21 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Policies;
 
-use App\Models\User;
 use App\Models\Portfolio;
+use App\Models\User;
 
 class PortfolioPolicy
 {
-
-    /**
-     * 
-     */
     public function readOnly(User $user, Portfolio $portfolio)
     {
         $pivot = $portfolio->users()->where('user_id', $user->id)->first();
 
-        return !!$pivot;
+        return (bool) $pivot;
     }
 
-    /**
-     * 
-     */
     public function fullAccess(User $user, Portfolio $portfolio)
     {
         $pivot = $portfolio->users()->where('user_id', $user->id)->first();
@@ -28,9 +23,6 @@ class PortfolioPolicy
         return $pivot && ($pivot->pivot->full_access || $pivot->pivot->owner);
     }
 
-    /**
-     * 
-     */
     public function owner(User $user, Portfolio $portfolio)
     {
         $pivot = $portfolio->users()->where('user_id', $user->id)->first();

app/Providers/AppServiceProvider.php

@@ -1,7 +1,10 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Providers;
 
+use Illuminate\Http\Resources\Json\JsonResource;
 use Illuminate\Support\ServiceProvider;
 
 class AppServiceProvider extends ServiceProvider
@@ -22,6 +25,6 @@ class AppServiceProvider extends ServiceProvider
      */
     public function boot(): void
     {
-        //
+        JsonResource::withoutWrapping();
     }
 }

app/Providers/FortifyServiceProvider.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Providers;
 
 use App\Actions\Fortify\CreateNewUser;

app/Providers/JetstreamServiceProvider.php

@@ -1,11 +1,10 @@
 <?php
 
+declare(strict_types=1);
+
 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;
 
@@ -28,14 +27,6 @@ class JetstreamServiceProvider extends ServiceProvider
         $this->configurePermissions();
 
         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()))
-            );
-        }
     }
 
     /**
@@ -43,13 +34,22 @@ class JetstreamServiceProvider extends ServiceProvider
      */
     protected function configurePermissions(): void
     {
-        Jetstream::defaultApiTokenPermissions(['read']);
+        Jetstream::defaultApiTokenPermissions([
+            // 'portfolio:read',
+            // 'portfolio:write',
+            // 'holding:read',
+            // 'holding:write',
+            // 'transaction:read',
+            // 'transaction:write',
+        ]);
 
         Jetstream::permissions([
-            'create',
+            // 'Read Portfolios' => 'portfolio:read',
-            'read',
+            // 'Create Portfolios' => 'portfolio:write',
-            'update',
+            // 'Read Holdings' => 'holding:read',
-            'delete',
+            // 'Update Holdings' => 'holding:write',
+            // 'Read Transactions' => 'transaction:read',
+            // 'Create Transactions' => 'transaction:write',
         ]);
     }
 }

app/Providers/VoltServiceProvider.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Providers;
 
 use Illuminate\Support\ServiceProvider;

app/Rules/QuantityValidationRule.php

@@ -1,9 +1,12 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Rules;
 
 use App\Models\Portfolio;
 use Illuminate\Contracts\Validation\ValidationRule;
+use Illuminate\Support\Carbon;
 
 class QuantityValidationRule implements ValidationRule
 {
@@ -13,10 +16,10 @@ class QuantityValidationRule implements ValidationRule
      * @return void
      */
     public function __construct(
-        protected Portfolio $portfolio, 
+        protected ?Portfolio $portfolio,
-        protected string $symbol, 
+        protected ?string $symbol,
-        protected string $transactionType,
+        protected ?string $transactionType,
-        protected string $date
+        protected string|Carbon|null $date
     ) {
         $this->portfolio = $portfolio;
         $this->symbol = $symbol;
@@ -26,14 +29,14 @@ class QuantityValidationRule implements ValidationRule
 
     /**
      * Validate the attribute.
-     *
-     * @param  string  $attribute
-     * @param  mixed  $value
-     * @param  \Closure  $fail
-     * @return void
      */
     public function validate(string $attribute, mixed $value, \Closure $fail): void
     {
+        if (is_null($this->portfolio) || is_null($this->symbol) || is_null($this->transactionType) || is_null($this->date)) {
+            //
+            $fail(__('The quantity must not be greater than the available quantity.'));
+        }
+
         if ($this->transactionType == 'SELL') {
 
             $purchase_qty = $this->portfolio->transactions()

app/Rules/SymbolValidationRule.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Rules;
 
 use App\Interfaces\MarketData\MarketDataInterface;
@@ -22,24 +24,20 @@ class SymbolValidationRule implements ValidationRule
 
     /**
      * Validate the attribute.
-     *
-     * @param  string  $attribute
-     * @param  mixed  $value
-     * @param  \Closure  $fail
-     * @return void
      */
     public function validate(string $attribute, mixed $value, \Closure $fail): void
     {
         $this->symbol = $value;
 
+        // Check if the symbol exists in the Market Data table first (avoid API call)
         if (MarketData::find($this->symbol)) {
 
             return;
         }
 
-        // Check if the symbol exists in the Market Data table first (avoid API call)
+        // Then check against market data provider
-        if (!app(MarketDataInterface::class)->exists($value)) {
+        if (! app(MarketDataInterface::class)->exists($value)) {
-            $fail('The symbol provided (' . $this->symbol . ') is not valid');
+            $fail('The symbol provided ('.$this->symbol.') is not valid');
         }
     }
 }

app/Support/Helpers.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 // if (!function_exists('formatMoney')) {
 //     /**
 //      * Returns a formatted string for currency

app/Support/Spotlight.php

@@ -1,9 +1,9 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Support;
 
-use App\Models\Holding;
-use App\Models\Portfolio;
 use Illuminate\Http\Request;
 
 class Spotlight
@@ -13,7 +13,7 @@ class Spotlight
 
         $results = collect();
 
-        if (!$request->user()) {
+        if (! $request->user()) {
 
             return $results;
         }
@@ -22,13 +22,13 @@ class Spotlight
             ->where('title', 'LIKE', '%'.$request->input('search').'%')
             ->limit(5)
             ->get();
-        $portfolios->each(function($portfolio) use ($results) {
+        $portfolios->each(function ($portfolio) use ($results) {
 
             $results->push([
-                'name' => 'Portfolio: '. $portfolio->title,
+                'name' => 'Portfolio: '.$portfolio->title,
                 'description' => null,
                 'link' => route('portfolio.show', ['portfolio' => $portfolio->id]),
-                'avatar' => null
+                'avatar' => null,
             ]);
         });
 
@@ -40,13 +40,13 @@ class Spotlight
             })
             ->limit(5)
             ->get();
-        $holdings->each(function($holding) use ($results) {
+        $holdings->each(function ($holding) use ($results) {
 
             $results->push([
                 'name' => 'Holding: '.$holding->market_data->name.' ('.$holding->symbol.')',
                 'description' => $holding->portfolio->title,
                 'link' => route('holding.show', ['portfolio' => $holding->portfolio->id, 'symbol' => $holding->symbol]),
-                'avatar' => null
+                'avatar' => null,
             ]);
         });
 

app/Traits/HasCompositePrimaryKey.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Traits;
 
 trait HasCompositePrimaryKey
@@ -24,10 +26,11 @@ trait HasCompositePrimaryKey
     {
         foreach ($this->getKeyName() as $key) {
             // UPDATE: Added isset() per devflow's comment.
-            if (isset($this->$key))
+            if (isset($this->$key)) {
                 $query->where($key, '=', $this->$key);
-            else
+            } else {
-                throw new \Exception(__METHOD__ . 'Missing part of the primary key: ' . $key);
+                throw new \Exception(__METHOD__.'Missing part of the primary key: '.$key);
+            }
         }
 
         return $query;
@@ -48,6 +51,7 @@ trait HasCompositePrimaryKey
         foreach ($me->getKeyName() as $key) {
             $query->where($key, '=', $ids[$key]);
         }
+
         return $query->first($columns);
     }
 }

app/Traits/HasConnectedAccounts.php

@@ -1,12 +1,14 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Traits;
 
 use App\Models\ConnectedAccount;
 use App\Models\User;
-use Illuminate\Support\Str;
 use Illuminate\Database\Eloquent\Collection;
 use Illuminate\Database\Eloquent\Relations\HasMany;
+use Illuminate\Support\Str;
 
 /**
  * @property Collection $connectedAccounts

app/Traits/WithTrimStrings.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\Traits;
 
 use Illuminate\Support\Str;
@@ -13,7 +15,7 @@ trait WithTrimStrings
 
     public function updatedWithTrimStrings(string $property, mixed $value): void
     {
-        if (is_string($value) && !in_array($property, $this->trimExceptions())) {
+        if (is_string($value) && ! in_array($property, $this->trimExceptions())) {
             $this->fill([
                 $property => Str::trim($value),
             ]);

app/View/Components/AppLayout.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\View\Components;
 
 use Illuminate\View\Component;

app/View/Components/GuestLayout.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\View\Components;
 
 use Illuminate\View\Component;

app/View/Components/MainLayout.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 namespace App\View\Components;
 
 use Illuminate\View\Component;
@@ -11,7 +13,7 @@ class MainLayout extends Component
 
         // Slots
         public mixed $body = null,
-    ) { }
+    ) {}
 
     /**
      * Get the view / contents that represents the component.

bootstrap/app.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 use App\Http\Middleware\SetLocale;
 use Illuminate\Foundation\Application;
 use Illuminate\Foundation\Configuration\Exceptions;

bootstrap/providers.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 return [
     App\Providers\AppServiceProvider::class,
     App\Providers\FortifyServiceProvider::class,

composer.json

@@ -10,6 +10,7 @@
         "ext-mbstring": "*",
         "ext-zip": "*",
         "finnhub/client": "master@dev",
+        "hackeresq/filter-models": "dev-main",
         "laravel/framework": "^11.35",
         "laravel/jetstream": "^5.1",
         "laravel/sanctum": "^4.0",
@@ -37,6 +38,12 @@
     "repositories": [
         {
             "type": "vcs",
+            "no-api": true,
+            "url": "https://github.com/hackeresq/filter-models"
+        },
+        {
+            "type": "vcs",
+            "no-api": true,
             "url": "https://github.com/investbrainapp/finnhub-php"
         }
     ],

composer.lock

@@ -4,7 +4,7 @@
         "Read more about it at https://getcomposer.org/doc/01-basic-usage.md#installing-dependencies",
         "This file is @generated automatically"
     ],
-    "content-hash": "d1b7456f149ebd4a89f5666f931c03fd",
+    "content-hash": "61f4684da15779e44eb45ce4e90aecb1",
     "packages": [
         {
             "name": "aws/aws-crt-php",
@@ -62,16 +62,16 @@
         },
         {
             "name": "aws/aws-sdk-php",
-            "version": "3.338.2",
+            "version": "3.339.1",
             "source": {
                 "type": "git",
                 "url": "https://github.com/aws/aws-sdk-php.git",
-                "reference": "7a52364e053d74363f9976dfb4473bace5b7790e"
+                "reference": "3675e58c8fa971f4b4a24e7b0bee8673bda1ba00"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/aws/aws-sdk-php/zipball/7a52364e053d74363f9976dfb4473bace5b7790e",
+                "url": "https://api.github.com/repos/aws/aws-sdk-php/zipball/3675e58c8fa971f4b4a24e7b0bee8673bda1ba00",
-                "reference": "7a52364e053d74363f9976dfb4473bace5b7790e",
+                "reference": "3675e58c8fa971f4b4a24e7b0bee8673bda1ba00",
                 "shasum": ""
             },
             "require": {
@@ -154,9 +154,9 @@
             "support": {
                 "forum": "https://github.com/aws/aws-sdk-php/discussions",
                 "issues": "https://github.com/aws/aws-sdk-php/issues",
-                "source": "https://github.com/aws/aws-sdk-php/tree/3.338.2"
+                "source": "https://github.com/aws/aws-sdk-php/tree/3.339.1"
             },
-            "time": "2025-01-24T19:09:22+00:00"
+            "time": "2025-01-28T19:05:47+00:00"
         },
         {
             "name": "bacon/bacon-qr-code",
@@ -491,6 +491,85 @@
             ],
             "time": "2024-02-09T16:56:22+00:00"
         },
+        {
+            "name": "composer/pcre",
+            "version": "3.3.2",
+            "source": {
+                "type": "git",
+                "url": "https://github.com/composer/pcre.git",
+                "reference": "b2bed4734f0cc156ee1fe9c0da2550420d99a21e"
+            },
+            "dist": {
+                "type": "zip",
+                "url": "https://api.github.com/repos/composer/pcre/zipball/b2bed4734f0cc156ee1fe9c0da2550420d99a21e",
+                "reference": "b2bed4734f0cc156ee1fe9c0da2550420d99a21e",
+                "shasum": ""
+            },
+            "require": {
+                "php": "^7.4 || ^8.0"
+            },
+            "conflict": {
+                "phpstan/phpstan": "<1.11.10"
+            },
+            "require-dev": {
+                "phpstan/phpstan": "^1.12 || ^2",
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+                "phpunit/phpunit": "^11.0",
-                "vimeo/psalm": "^5.0"
+                "vimeo/psalm": "^6.0"
             },
             "suggest": {
                 "guzzlehttp/psr7": "^2.4",
@@ -3611,7 +3732,7 @@
             ],
             "support": {
                 "issues": "https://github.com/maennchen/ZipStream-PHP/issues",
-                "source": "https://github.com/maennchen/ZipStream-PHP/tree/3.1.1"
+                "source": "https://github.com/maennchen/ZipStream-PHP/tree/3.1.2"
             },
             "funding": [
                 {
@@ -3619,7 +3740,7 @@
                     "type": "github"
                 }
             ],
-            "time": "2024-10-10T12:33:01+00:00"
+            "time": "2025-01-27T12:07:53+00:00"
         },
         {
             "name": "markbaker/complex",
@@ -4706,19 +4827,20 @@
         },
         {
             "name": "phpoffice/phpspreadsheet",
-            "version": "1.29.8",
+            "version": "1.29.9",
             "source": {
                 "type": "git",
                 "url": "https://github.com/PHPOffice/PhpSpreadsheet.git",
-                "reference": "089ffdfc04b5fcf25a3503d81a4e589f247e20e3"
+                "reference": "ffb47b639649fc9c8a6fa67977a27b756592ed85"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/PHPOffice/PhpSpreadsheet/zipball/089ffdfc04b5fcf25a3503d81a4e589f247e20e3",
+                "url": "https://api.github.com/repos/PHPOffice/PhpSpreadsheet/zipball/ffb47b639649fc9c8a6fa67977a27b756592ed85",
-                "reference": "089ffdfc04b5fcf25a3503d81a4e589f247e20e3",
+                "reference": "ffb47b639649fc9c8a6fa67977a27b756592ed85",
                 "shasum": ""
             },
             "require": {
+                "composer/pcre": "^3.3",
                 "ext-ctype": "*",
                 "ext-dom": "*",
                 "ext-fileinfo": "*",
@@ -4805,9 +4927,9 @@
             ],
             "support": {
                 "issues": "https://github.com/PHPOffice/PhpSpreadsheet/issues",
-                "source": "https://github.com/PHPOffice/PhpSpreadsheet/tree/1.29.8"
+                "source": "https://github.com/PHPOffice/PhpSpreadsheet/tree/1.29.9"
             },
-            "time": "2025-01-12T03:16:27+00:00"
+            "time": "2025-01-26T04:55:00+00:00"
         },
         {
             "name": "phpoption/phpoption",
@@ -9015,28 +9137,28 @@
         },
         {
             "name": "laravel/sail",
-            "version": "v1.40.0",
+            "version": "v1.41.0",
             "source": {
                 "type": "git",
                 "url": "https://github.com/laravel/sail.git",
-                "reference": "237e70656d8eface4839de51d101284bd5d0cf71"
+                "reference": "fe1a4ada0abb5e4bd99eb4e4b0d87906c00cdeec"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/laravel/sail/zipball/237e70656d8eface4839de51d101284bd5d0cf71",
+                "url": "https://api.github.com/repos/laravel/sail/zipball/fe1a4ada0abb5e4bd99eb4e4b0d87906c00cdeec",
-                "reference": "237e70656d8eface4839de51d101284bd5d0cf71",
+                "reference": "fe1a4ada0abb5e4bd99eb4e4b0d87906c00cdeec",
                 "shasum": ""
             },
             "require": {
-                "illuminate/console": "^9.52.16|^10.0|^11.0",
+                "illuminate/console": "^9.52.16|^10.0|^11.0|^12.0",
-                "illuminate/contracts": "^9.52.16|^10.0|^11.0",
+                "illuminate/contracts": "^9.52.16|^10.0|^11.0|^12.0",
-                "illuminate/support": "^9.52.16|^10.0|^11.0",
+                "illuminate/support": "^9.52.16|^10.0|^11.0|^12.0",
                 "php": "^8.0",
                 "symfony/console": "^6.0|^7.0",
                 "symfony/yaml": "^6.0|^7.0"
             },
             "require-dev": {
-                "orchestra/testbench": "^7.0|^8.0|^9.0",
+                "orchestra/testbench": "^7.0|^8.0|^9.0|^10.0",
                 "phpstan/phpstan": "^1.10"
             },
             "bin": [
@@ -9074,7 +9196,7 @@
                 "issues": "https://github.com/laravel/sail/issues",
                 "source": "https://github.com/laravel/sail"
             },
-            "time": "2025-01-13T16:57:11+00:00"
+            "time": "2025-01-24T15:45:36+00:00"
         },
         {
             "name": "mockery/mockery",
@@ -9760,16 +9882,16 @@
         },
         {
             "name": "phpunit/phpunit",
-            "version": "11.5.3",
+            "version": "11.5.4",
             "source": {
                 "type": "git",
                 "url": "https://github.com/sebastianbergmann/phpunit.git",
-                "reference": "30e319e578a7b5da3543073e30002bf82042f701"
+                "reference": "e0da3559ec50a91f6a6a201473b607b5ccfd9a1b"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/sebastianbergmann/phpunit/zipball/30e319e578a7b5da3543073e30002bf82042f701",
+                "url": "https://api.github.com/repos/sebastianbergmann/phpunit/zipball/e0da3559ec50a91f6a6a201473b607b5ccfd9a1b",
-                "reference": "30e319e578a7b5da3543073e30002bf82042f701",
+                "reference": "e0da3559ec50a91f6a6a201473b607b5ccfd9a1b",
                 "shasum": ""
             },
             "require": {
@@ -9841,7 +9963,7 @@
             "support": {
                 "issues": "https://github.com/sebastianbergmann/phpunit/issues",
                 "security": "https://github.com/sebastianbergmann/phpunit/security/policy",
-                "source": "https://github.com/sebastianbergmann/phpunit/tree/11.5.3"
+                "source": "https://github.com/sebastianbergmann/phpunit/tree/11.5.4"
             },
             "funding": [
                 {
@@ -9857,7 +9979,7 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2025-01-13T09:36:00+00:00"
+            "time": "2025-01-28T15:03:46+00:00"
         },
         {
             "name": "sebastian/cli-parser",
@@ -10963,7 +11085,8 @@
     "aliases": [],
     "minimum-stability": "stable",
     "stability-flags": {
-        "finnhub/client": 20
+        "finnhub/client": 20,
+        "hackeresq/filter-models": 20
     },
     "prefer-stable": true,
     "prefer-lowest": false,

config/alphavantage.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 return [
     'key' => env('ALPHAVANTAGE_API_KEY'),
 ];

config/app.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 return [
 
     /*

config/auth.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 return [
 
     /*

config/cache.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 use Illuminate\Support\Str;
 
 return [

config/database.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 use Illuminate\Support\Str;
 
 return [

config/excel.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 use Maatwebsite\Excel\Excel;
 use PhpOffice\PhpSpreadsheet\Reader\Csv;
 
@@ -161,8 +163,8 @@ return [
        */
         'cells' => [
             'middleware' => [
-                //\Maatwebsite\Excel\Middleware\TrimCellValue::class,
+                // \Maatwebsite\Excel\Middleware\TrimCellValue::class,
-                //\Maatwebsite\Excel\Middleware\ConvertEmptyCellValuesToNull::class,
+                // \Maatwebsite\Excel\Middleware\ConvertEmptyCellValuesToNull::class,
             ],
         ],
 

config/filesystems.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 return [
 
     /*

config/finnhub.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 return [
     'key' => env('FINNHUB_API_KEY'),
 ];

config/fortify.php

@@ -1,5 +1,7 @@
 <?php
 
+declare(strict_types=1);
+
 use Laravel\Fortify\Features;
 
 return [