Update SECURITY.md

feat: simplify self host install by removing asset_url env

.env.example

@@ -40,13 +40,10 @@ LINKEDIN_CLIENT_SECRET=
 FACEBOOK_CLIENT_ID=
 FACEBOOK_CLIENT_SECRET=
 
-APP_NAME=Investbrain
-APP_TIMEZONE=UTC
-APP_ENV=production
-APP_DEBUG=true
-APP_LOCALE=en
-APP_FALLBACK_LOCALE=en
-SELF_HOSTED=true
+FILESYSTEM_DISK=local
+SESSION_DRIVER=redis
+QUEUE_CONNECTION=redis
+CACHE_STORE=redis
 
 DB_CONNECTION=mysql
 DB_HOST=investbrain-mysql
@@ -55,19 +52,7 @@ DB_DATABASE=investbrain
 DB_USERNAME=investbrain
 DB_PASSWORD=investbrain
 
-SESSION_DRIVER=redis
-SESSION_LIFETIME=120
-SESSION_ENCRYPT=false
-SESSION_PATH=/
-SESSION_DOMAIN=null
-
-FILESYSTEM_DISK=local
-QUEUE_CONNECTION=redis
-
-CACHE_STORE=redis
-
 REDIS_HOST=investbrain-redis
-REDIS_PATH=/tmp/database_server.sock
 REDIS_PASSWORD=null
 REDIS_PORT=6379
 
@@ -85,5 +70,3 @@ AWS_SECRET_ACCESS_KEY=
 AWS_DEFAULT_REGION=us-east-1
 AWS_BUCKET=
 AWS_USE_PATH_STYLE_ENDPOINT=false
-
-VITE_APP_NAME="${APP_NAME}"

SECURITY.md

@@ -4,7 +4,8 @@
 
 | Version | Supported          |
 | ------- | ------------------ |
-| 1.0.x   | :white_check_mark: |
+| 1.1.x   | :white_check_mark: |
+| 1.0.x   | :x: |
 | < 1.0.0   | :x:                |
 
 ## Reporting a Vulnerability

app/Interfaces/MarketData/Types/Quote.php

@@ -9,9 +9,11 @@ use Illuminate\Support\Carbon;
 
 class Quote extends MarketDataType
 {
-    public function setName(string $name): self
+    public function setName($name): self
     {
-        $this->items['name'] = (string) $name;
+        if (! empty($name)) {
+            $this->items['name'] = (string) $name;
+        }
 
         return $this;
     }

app/Models/Dividend.php

@@ -9,6 +9,7 @@ use Illuminate\Database\Eloquent\Concerns\HasUuids;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
 use Illuminate\Support\Carbon;
+use Illuminate\Support\Facades\DB;
 use Illuminate\Support\Str;
 
 class Dividend extends Model
@@ -109,22 +110,28 @@ class Dividend extends Model
     public static function syncHoldings(string $symbol): void
     {
         // group by holdings
-        $dividends = self::select(['holdings.portfolio_id', 'dividends.date', 'dividends.symbol', 'dividends.dividend_amount'])
-            ->selectRaw('
-                            (COALESCE(CASE WHEN transactions.transaction_type = "BUY" 
-                                AND date(transactions.date) <= date(dividends.date) 
-                                THEN transactions.quantity ELSE 0 END, 0)
-                            - COALESCE(CASE WHEN transactions.transaction_type = "SELL" 
-                                AND date(transactions.date) <= date(dividends.date) 
-                                THEN transactions.quantity ELSE 0 END, 0))
-                            * dividends.dividend_amount
-                                AS total_received
-                        ')
-            ->join('transactions', 'transactions.symbol', '=', 'dividends.symbol')
+        $subQuery = self::select([
+            'holdings.portfolio_id',
+            'dividends.date',
+            'dividends.symbol',
+            'dividends.dividend_amount',
+        ])->selectRaw("
+            (COALESCE(SUM(CASE WHEN transactions.transaction_type = 'BUY' 
+                AND date(transactions.date) <= date(dividends.date) 
+                THEN transactions.quantity ELSE 0 END), 0)
+            - COALESCE(SUM(CASE WHEN transactions.transaction_type = 'SELL' 
+                AND date(transactions.date) <= date(dividends.date) 
+                THEN transactions.quantity ELSE 0 END), 0))
+            * dividends.dividend_amount
+            AS total_received
+        ")->join('transactions', 'transactions.symbol', '=', 'dividends.symbol')
             ->join('holdings', 'transactions.portfolio_id', '=', 'holdings.portfolio_id')
             ->where('dividends.symbol', $symbol)
-            ->groupBy('holdings.portfolio_id', 'dividends.date', 'dividends.symbol', 'dividends.dividend_amount', 'total_received')
-            ->havingRaw('total_received > 0')
+            ->groupBy('holdings.portfolio_id', 'dividends.date', 'dividends.symbol', 'dividends.dividend_amount');
+
+        $dividends = DB::table(DB::raw("({$subQuery->toSql()}) as sub"))
+            ->mergeBindings($subQuery->getQuery())
+            ->where('total_received', '>', 0)
             ->get();
 
         // iterate through holdings and update

app/Models/Holding.php

@@ -100,7 +100,25 @@ class Holding extends Model
                     ->whereRaw("transactions.portfolio_id = '$this->portfolio_id'")
                     ->whereRaw("transactions.symbol = '$this->symbol'");
             })
-            ->having('total_received', '>', 0);
+            ->havingRaw("SUM(
+                (CASE 
+                    WHEN transaction_type = 'BUY'
+                    AND transactions.symbol = dividends.symbol
+                    AND transactions.portfolio_id = '$this->portfolio_id'
+                    AND transactions.date <= dividends.date
+                THEN transactions.quantity 
+                ELSE 0 
+                END)
+                - 
+                (CASE 
+                    WHEN transaction_type = 'SELL'
+                    AND transactions.symbol = dividends.symbol
+                    AND transactions.portfolio_id = '$this->portfolio_id'
+                    AND transactions.date <= dividends.date
+                THEN transactions.quantity 
+                ELSE 0 
+                END)
+            ) * dividends.dividend_amount > 0");
     }
 
     /**
@@ -148,7 +166,7 @@ class Holding extends Model
     {
         return $query->selectRaw('COALESCE(market_data.market_value * holdings.quantity, 0) AS total_market_value')
             ->selectRaw('COALESCE((market_data.market_value - holdings.average_cost_basis) * holdings.quantity, 0) AS market_gain_dollars')
-            ->selectRaw('COALESCE(((market_data.market_value - holdings.average_cost_basis) / holdings.average_cost_basis) * 100, 0) AS market_gain_percent');
+            ->selectRaw('COALESCE(((market_data.market_value - holdings.average_cost_basis) / NULLIF(holdings.average_cost_basis, 0)) * 100, 0) AS market_gain_percent');
     }
 
     public function scopePortfolio($query, $portfolio)
@@ -192,10 +210,10 @@ class Holding extends Model
         $query = Transaction::where([
             'portfolio_id' => $this->portfolio_id,
             'symbol' => $this->symbol,
-        ])->selectRaw('SUM(CASE WHEN transaction_type = "BUY" THEN quantity ELSE 0 END) AS `qty_purchases`')
-            ->selectRaw('SUM(CASE WHEN transaction_type = "SELL" THEN quantity ELSE 0 END) AS `qty_sales`')
-            ->selectRaw('SUM(CASE WHEN transaction_type = "BUY" THEN (quantity * cost_basis) ELSE 0 END) AS `total_cost_basis`')
-            ->selectRaw('SUM(CASE WHEN transaction_type = "SELL" THEN (quantity * sale_price) ELSE 0 END) AS `total_sale_price`')
+        ])->selectRaw("SUM(CASE WHEN transaction_type = 'BUY' THEN quantity ELSE 0 END) AS qty_purchases")
+            ->selectRaw("SUM(CASE WHEN transaction_type = 'SELL' THEN quantity ELSE 0 END) AS qty_sales")
+            ->selectRaw("SUM(CASE WHEN transaction_type = 'BUY' THEN (quantity * cost_basis) ELSE 0 END) AS total_cost_basis")
+            ->selectRaw("SUM(CASE WHEN transaction_type = 'SELL' THEN (quantity * sale_price) ELSE 0 END) AS total_sale_price")
             ->first();
 
         $total_quantity = round($query->qty_purchases - $query->qty_sales, 3);
@@ -203,9 +221,8 @@ class Holding extends Model
         $average_cost_basis = (
             $query->qty_purchases > 0
             && $total_quantity > 0
-        )
-                                    ? $query->total_cost_basis / $query->qty_purchases
-                                    : 0;
+        ) ? $query->total_cost_basis / $query->qty_purchases
+        : 0;
 
         // update holding
         $this->fill([
@@ -247,12 +264,44 @@ class Holding extends Model
             $end_date = now();
         }
 
+        // MySQL default interval
         $date_interval = 'DATE_ADD(date, INTERVAL 1 DAY)';
+        $castNumberType = 'decimal';
 
+        // Use SQLite interval grammar
         if (config('database.default') === 'sqlite') {
 
             $date_interval = "date(date, '+1 day')";
-        } else {
+        }
+
+        // Default CTE time series query (for MySQL and SQLite)
+        $timeSeriesQuery = DB::table(DB::raw("(
+            WITH RECURSIVE date_series AS (
+                SELECT '{$start_date->format('Y-m-d')}' AS date
+                UNION ALL
+                SELECT $date_interval
+                FROM date_series
+                WHERE date < '{$end_date->format('Y-m-d')}'
+            )
+            SELECT date_series.date
+            FROM date_series
+        ) as date_series"));
+
+        // PGSql time series query
+        if (config('database.default') === 'pgsql') {
+
+            $timeSeriesQuery = DB::table(DB::raw("
+                generate_series(
+                    date '{$start_date->format('Y-m-d')}', 
+                    date '{$end_date->format('Y-m-d')}', 
+                    interval '1 day'
+                ) as date_series"));
+
+            $castNumberType = 'numeric';
+        }
+
+        // Set MySQL-like query CTE max iterations
+        if (config('database.default') === 'mysql') {
 
             // MySQL default
             $max_recursion_var_name = 'cte_max_recursion_depth';
@@ -269,39 +318,29 @@ class Holding extends Model
             DB::statement("SET $max_recursion_var_name=1000000;");
         }
 
-        return DB::table(DB::raw("(
-                WITH RECURSIVE date_series AS (
-                    SELECT '{$start_date->format('Y-m-d')}' AS date
-                    UNION ALL
-                    SELECT $date_interval
-                    FROM date_series
-                    WHERE date < '{$end_date->format('Y-m-d')}'
-                )
-                SELECT date_series.date
-                FROM date_series
-            ) as date_series")
-        )
+        // Extracted query for counting QTY owned
+        $quantityQuery = "ROUND(CAST(COALESCE(
+            SUM(CASE WHEN transactions.transaction_type = 'BUY' THEN transactions.quantity ELSE 0 END) 
+            - SUM(CASE WHEN transactions.transaction_type = 'SELL' THEN transactions.quantity ELSE 0 END),
+            0
+        ) AS {$castNumberType}), 3)";
+
+        return $timeSeriesQuery
             ->select([
                 'date_series.date',
                 DB::raw("
-                ROUND(
-                COALESCE(SUM(CASE WHEN transactions.transaction_type = 'BUY' THEN transactions.quantity ELSE 0 END), 0) -
-                COALESCE(SUM(CASE WHEN transactions.transaction_type = 'SELL' THEN transactions.quantity ELSE 0 END), 0), 3) AS `owned`
-            "),
+                    {$quantityQuery} AS owned
+                "),
                 DB::raw("
-               COALESCE(CASE
-                    WHEN (
-                        ROUND(
-                        COALESCE(SUM(CASE WHEN transactions.transaction_type = 'BUY' THEN transactions.quantity ELSE 0 END), 0) -
-                        COALESCE(SUM(CASE WHEN transactions.transaction_type = 'SELL' THEN transactions.quantity ELSE 0 END), 0), 3)
-                    ) = 0 THEN 0
-                    ELSE SUM(CASE
-                        WHEN transactions.transaction_type = 'BUY' THEN transactions.quantity * transactions.cost_basis
-                        ELSE 0
-                    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`"),
+                    CASE
+                        WHEN ({$quantityQuery}) = 0 THEN 0
+                        ELSE SUM(CASE
+                            WHEN transactions.transaction_type = 'BUY' THEN transactions.quantity * transactions.cost_basis
+                            ELSE 0
+                        END)
+                    END AS cost_basis
+                "),
+                DB::raw("COALESCE(SUM(CASE WHEN transaction_type = 'SELL' THEN ((sale_price - cost_basis) * quantity) ELSE 0 END), 0) AS realized_gains"),
             ])
             ->leftJoin('transactions', function ($join) {
                 $join->on(DB::raw('DATE(transactions.date)'), '<=', 'date_series.date')

app/Models/Portfolio.php

@@ -211,6 +211,11 @@ class Portfolio extends Model
         if (! empty($total_performance)) {
             DB::transaction(function () use ($total_performance) {
 
+                // delete old history
+                $firstDate = array_keys($total_performance)[0];
+                $this->daily_change()->where('date', '<', $firstDate)->delete();
+
+                // upsert new history
                 $this->daily_change()->upsert(
                     $total_performance,
                     ['date', 'portfolio_id'],

app/Models/Split.php

@@ -101,7 +101,7 @@ class Split extends Model
             ->where([
                 'splits.symbol' => $symbol,
             ])
-            ->whereDate('splits.date', '>', DB::raw('IFNULL(holdings.splits_synced_at, "0000-00-00")'))
+            ->whereDate('splits.date', '>', DB::raw("COALESCE(holdings.splits_synced_at, '1901-01-01')"))
             ->where('holdings.quantity', '>', 0)
             ->join('holdings', 'splits.symbol', 'holdings.symbol')
             ->orderBy('splits.date', 'ASC')
@@ -115,8 +115,8 @@ class Split extends Model
                 '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) -
-                            SUM(CASE WHEN transaction_type = "SELL" THEN quantity ELSE 0 END) AS qty_owned')
+                ->selectRaw("SUM(CASE WHEN transaction_type = 'BUY' THEN quantity ELSE 0 END) -
+                            SUM(CASE WHEN transaction_type = 'SELL' THEN quantity ELSE 0 END) AS qty_owned")
                 ->value('qty_owned');
 
             if ($qty_owned > 0) {

app/Support/Spotlight.php

@@ -19,7 +19,7 @@ class Spotlight
         }
 
         $portfolios = $request->user()->portfolios()
-            ->where('title', 'LIKE', '%'.$request->input('search').'%')
+            ->whereFullText('title', $request->input('search'))
             ->limit(5)
             ->get();
         $portfolios->each(function ($portfolio) use ($results) {
@@ -35,8 +35,8 @@ class Spotlight
         $holdings = $request->user()->holdings()
             ->where('holdings.quantity', '>', 0)
             ->where(function ($query) use ($request) {
-                return $query->where('holdings.symbol', 'LIKE', '%'.$request->input('search').'%')
-                    ->orWhere('market_data.name', 'LIKE', '%'.$request->input('search').'%');
+                return $query->whereFullText('holdings.symbol', $request->input('search'))
+                    ->orWhereFullText('market_data.name', $request->input('search'));
             })
             ->limit(5)
             ->get();

config/app.php

@@ -100,7 +100,8 @@ return [
 
     'cipher' => 'AES-256-CBC',
 
-    'key' => env('APP_KEY') ?: when(file_exists('storage/app/.key'), fn () => trim(file_get_contents('storage/app/.key'))),
+    'key' => env('APP_KEY')
+        ?: when(file_exists(storage_path('app/.key')), fn () => trim(file_get_contents(storage_path('app/.key')))),
 
     'previous_keys' => [
         ...array_filter(

config/jetstream.php

@@ -77,6 +77,6 @@ return [
     |
     */
 
-    'profile_photo_disk' => 'public',
+    'profile_photo_disk' => env('JETSTREAM_PROFILE_PHOTO_DISK', 'public'),
 
 ];

config/livewire.php

@@ -116,7 +116,7 @@ return [
     |
     */
 
-    'inject_assets' => true,
+    'inject_assets' => false,
 
     /*
     |---------------------------------------------------------------------------

config/logging.php

@@ -96,6 +96,11 @@ return [
             'processors' => [PsrLogMessageProcessor::class],
         ],
 
+        'sentry' => [
+            'driver' => 'sentry',
+            'level' => env('LOG_LEVEL', 'error'),
+        ],
+
         'stderr' => [
             'driver' => 'monolog',
             'level' => env('LOG_LEVEL', 'debug'),

database/migrations/2021_01_30_102537_create_portfolios_table.php

@@ -17,7 +17,7 @@ return new class extends Migration
     {
         Schema::create('portfolios', function (Blueprint $table) {
             $table->uuid('id')->primary();
-            $table->string('title');
+            $table->string('title')->when(config('database.default') != 'sqlite', fn ($ctx) => $ctx->fulltext());
             $table->text('notes')->nullable();
             $table->boolean('wishlist')->default(false);
             $table->timestamps();

database/migrations/2021_02_25_041221_create_market_data_table.php

@@ -18,8 +18,8 @@ class CreateMarketDataTable extends Migration
     public function up()
     {
         Schema::create('market_data', function (Blueprint $table) {
-            $table->string('symbol', 15)->primary();
-            $table->string('name')->nullable();
+            $table->string('symbol', 25)->primary();
+            $table->string('name')->nullable()->when(config('database.default') != 'sqlite', fn ($ctx) => $ctx->fulltext());
             $table->float('market_value', 12, 4)->nullable();
             $table->float('fifty_two_week_low', 12, 4)->nullable();
             $table->float('fifty_two_week_high', 12, 4)->nullable();

database/migrations/2021_02_25_041236_create_dividends_table.php

@@ -2,7 +2,6 @@
 
 declare(strict_types=1);
 
-use App\Models\MarketData;
 use Illuminate\Database\Migrations\Migration;
 use Illuminate\Database\Schema\Blueprint;
 use Illuminate\Support\Facades\Schema;
@@ -19,7 +18,7 @@ class CreateDividendsTable extends Migration
         Schema::create('dividends', function (Blueprint $table) {
             $table->uuid('id')->primary();
             $table->date('date');
-            $table->foreignIdFor(MarketData::class, 'symbol');
+            $table->string('symbol', 25);
             $table->float('dividend_amount', 12, 4);
             $table->timestamps();
         });

database/migrations/2021_02_25_041246_create_splits_table.php

@@ -2,7 +2,6 @@
 
 declare(strict_types=1);
 
-use App\Models\MarketData;
 use Illuminate\Database\Migrations\Migration;
 use Illuminate\Database\Schema\Blueprint;
 use Illuminate\Support\Facades\Schema;
@@ -19,7 +18,7 @@ class CreateSplitsTable extends Migration
         Schema::create('splits', function (Blueprint $table) {
             $table->uuid('id')->primary();
             $table->date('date');
-            $table->foreignIdFor(MarketData::class, 'symbol');
+            $table->string('symbol', 25);
             $table->float('split_amount', 12, 4);
             $table->timestamps();
         });

database/migrations/2021_02_25_041257_create_transactions_table.php

@@ -2,7 +2,6 @@
 
 declare(strict_types=1);
 
-use App\Models\MarketData;
 use App\Models\Portfolio;
 use Illuminate\Database\Migrations\Migration;
 use Illuminate\Database\Schema\Blueprint;
@@ -19,7 +18,7 @@ class CreateTransactionsTable extends Migration
     {
         Schema::create('transactions', function (Blueprint $table) {
             $table->uuid('id')->primary();
-            $table->foreignIdFor(MarketData::class, 'symbol');
+            $table->string('symbol', 25);
             $table->foreignIdFor(Portfolio::class, 'portfolio_id')->constrained()->onDelete('cascade');
             $table->string('transaction_type', 15);
             $table->float('quantity', 12, 4);

database/migrations/2021_09_06_014744_create_holdings_table.php

@@ -2,7 +2,6 @@
 
 declare(strict_types=1);
 
-use App\Models\MarketData;
 use App\Models\Portfolio;
 use Illuminate\Database\Migrations\Migration;
 use Illuminate\Database\Schema\Blueprint;
@@ -20,12 +19,13 @@ class CreateHoldingsTable extends Migration
         Schema::create('holdings', function (Blueprint $table) {
             $table->uuid('id')->primary();
             $table->foreignIdFor(Portfolio::class, 'portfolio_id')->constrained()->onDelete('cascade');
-            $table->foreignIdFor(MarketData::class, 'symbol');
+            $table->string('symbol', 25)->when(config('database.default') != 'sqlite', fn ($ctx) => $ctx->fulltext());
             $table->float('quantity', 12, 4);
             $table->float('average_cost_basis', 12, 4)->default(0);
             $table->float('total_cost_basis', 12, 4)->default(0);
             $table->float('realized_gain_dollars', 12, 4)->default(0);
             $table->float('dividends_earned', 12, 4)->default(0);
+            $table->boolean('reinvest_dividends')->default(false);
             $table->timestamp('splits_synced_at')->nullable();
             $table->timestamps();
         });

database/seeders/MarketDataSeeder.php

@@ -12,6 +12,8 @@ class MarketDataSeeder extends Seeder
 {
     use WithoutModelEvents;
 
+    public array $rows = [];
+
     /**
      * Run the database seeds.
      */
@@ -26,7 +28,6 @@ class MarketDataSeeder extends Seeder
         if (($handle = fopen($csvFilePath, 'r')) !== false) {
 
             $header = null;
-            $rows = [];
             $rowCount = 0;
 
             while (($row = fgetcsv($handle, 0, ',')) !== false) {
@@ -38,46 +39,55 @@ class MarketDataSeeder extends Seeder
 
                 } else {
 
-                    try {
-                        $data = array_combine($header, $row);
+                    $data = array_combine($header, $row);
 
-                        $rows[] = [
-                            'symbol' => $data['symbol'],
-                            'name' => $data['name'],
-                            'meta_data' => json_encode([
-                                'country' => $data['country'],
-                                'first_trade_year' => $data['first_trade_year'],
-                                'sector' => $data['sector'],
-                                'industry' => $data['industry'],
-                            ]),
-                        ];
+                    $this->rows[] = [
+                        'symbol' => $data['symbol'],
+                        'name' => $data['name'],
+                        'meta_data' => json_encode([
+                            'country' => $data['country'],
+                            'first_trade_year' => $data['first_trade_year'],
+                            'sector' => $data['sector'],
+                            'industry' => $data['industry'],
+                        ]),
+                    ];
 
-                        $rowCount++;
+                    $rowCount++;
 
-                        if ($rowCount % $chunkSize == 0) {
-                            DB::table('market_data')->insertOrIgnore($rows);
-                            $rows = [];
-                        }
-                    } catch (\Throwable $e) {
+                    if ($rowCount % $chunkSize == 0) {
 
-                        throw new \Exception('Error: '.$e->getMessage());
+                        $this->bulkInsert($this->rows);
                     }
                 }
             }
 
             // final clean up
-            if (! empty($rows)) {
-                DB::table('market_data')->insertOrIgnore($rows);
+            if (! empty($this->rows)) {
+
+                $this->bulkInsert($this->rows);
             }
 
             // Close the CSV file
             fclose($handle);
 
-            echo "Imported $rowCount market data items successfully!\n";
+            echo "\n  > Imported $rowCount market data items successfully!";
 
         } else {
 
             echo "Failed to open the CSV.\n";
         }
     }
+
+    public function bulkInsert(array $rows)
+    {
+        try {
+
+            DB::table('market_data')->insertOrIgnore($rows);
+            $this->rows = [];
+
+        } catch (\Throwable $e) {
+
+            throw new \Exception('Error: '.$e->getMessage());
+        }
+    }
 }

database/seeders/market_data_seed.csv

@@ -241,8 +241,6 @@ AKA,a.k.a. Brands Holding Corp. Common Stock,,2021,Consumer Discretionary,Catalo
 AKAM,Akamai Technologies Inc. Common Stock,United States,1999,Consumer Discretionary,Business Services
 AKAN,Akanda Corp. Common Shares,United Kingdom,2022,Health Care, Medicinal Chemicals and Botanical Products 
 AKBA,Akebia Therapeutics Inc. Common Stock,United States,2014,Health Care,Biotechnology: Pharmaceutical Preparations
-AKO-A,Embotelladora Andina S.A.,Chile,,,
-AKO-B,Embotelladora Andina S.A.,Chile,,,
 AKR,Acadia Realty Trust Common Stock,United States,,Real Estate,Real Estate Investment Trusts
 AKRO,Akero Therapeutics Inc. Common Stock,United States,2019,Health Care,Biotechnology: Pharmaceutical Preparations
 AKTS,Akoustis Technologies Inc. Common Stock,United States,,Utilities,Telecommunications Equipment
@@ -789,8 +787,6 @@ BERY,Berry Global Group Inc. Common Stock,United States,2012,Industrials,Plastic
 BEST,BEST Inc. American Depositary Shares each representing twenty (20) Class A Ordinary Shares,Cayman Islands,2023,Industrials,Trucking Freight/Courier Services
 BETR,Better Home & Finance Holding Company Class A Common Stock,United Kingdom,2021,Finance,Finance: Consumer Services
 BETRW,Better Home & Finance Holding Company Warrant,United Kingdom,2021,Finance,Finance: Consumer Services
-BF-A,Brown Forman Corporation,United States,,,
-BF-B,Brown Forman Corporation,United States,,,
 BFAC,Battery Future Acquisition Corp. Class A Ordinary Shares,,2022,Finance,Blank Checks
 BFAM,Bright Horizons Family Solutions Inc. Common Stock,United States,2013,Consumer Discretionary,Other Consumer Services
 BFC,Bank First Corporation Common Stock,United States,,Finance,Major Banks
@@ -1004,8 +1000,6 @@ BREA,Brera Holdings PLC Class B Ordinary Shares,Ireland,2023,Consumer Discretion
 BRFH,Barfresh Food Group Inc. Common Stock,United States,,Consumer Staples,Packaged Foods
 BRFS,BRF S.A.,Brazil,,Consumer Staples,Meat/Poultry/Fish
 BRID,Bridgford Foods Corporation Common Stock,United States,,Consumer Staples,Specialty Foods
-BRK-A,Berkshire Hathaway Inc.,United States,,,
-BRK-B,Berkshire Hathaway Inc.,United States,,,
 BRKH,BurTech Acquisition Corp. Class A Common Stock,United States,2022,Finance,Blank Checks
 BRKHU,BurTech Acquisition Corp. Unit,United States,2021,Finance,Blank Checks
 BRKHW,BurTech Acquisition Corp. Warrants,United States,2022,Finance,Blank Checks
@@ -1542,8 +1536,6 @@ CRBP,Corbus Pharmaceuticals Holdings Inc. Common Stock,United States,,Health Car
 CRBU,Caribou Biosciences Inc. Common Stock,United States,2021,Health Care,Biotechnology: Biological Products (No Diagnostic Substances)
 CRC,California Resources Corporation Common Stock,United States,2020,Energy,Oil & Gas Production
 CRCT,Cricut Inc. Class A Common Stock,United States,2021,Technology,Industrial Machinery/Components
-CRD-A,Crawford & Company,United States,,,
-CRD-B,Crawford & Company,United States,,,
 CRDF,Cardiff Oncology Inc. Common Stock,United States,,Health Care,Biotechnology: Biological Products (No Diagnostic Substances)
 CRDL,Cardiol Therapeutics Inc. Class A Common Shares,Canada,,Health Care,Biotechnology: Biological Products (No Diagnostic Substances)
 CRDO,Credo Technology Group Holding Ltd Ordinary Shares,United States,2022,Technology,Semiconductors
@@ -2850,7 +2842,6 @@ HE,Hawaiian Electric Industries Inc. Common Stock,United States,,Utilities,Elect
 HEAR,Turtle Beach Corporation Common Stock,United States,,Telecommunications,Telecommunications Equipment
 HEES,H&E Equipment Services Inc. Common Stock,United States,2006,Industrials,Misc Corporate Leasing Services
 HEI,Heico Corporation Common Stock,United States,2000,Industrials,Aerospace
-HEI-A,Heico Corporation,United States,,,
 HELE,Helen of Troy Limited Common Stock,Bermuda,,Consumer Discretionary,Home Furnishings
 HEPA,Hepion Pharmaceuticals Inc. Common Stock,United States,,Health Care,Biotechnology: Pharmaceutical Preparations
 HEPS,D-Market Electronic Services & Trading American Depositary Shares,Turkey,2021,Consumer Discretionary,Catalog/Specialty Distribution
@@ -3011,7 +3002,6 @@ HUnited States,Houston American Energy Corporation Common Stock,United States,,E
 HUT,Hut 8 Corp. Common Stock,United States,,Finance,Finance: Consumer Services
 HUYA,HUYA Inc. American depositary shares each representing one Class A ordinary share,United States,2018,Technology,Computer Software: Programming Data Processing
 HVT,Haverty Furniture Companies Inc. Common Stock,United States,,Consumer Discretionary,Other Specialty Stores
-HVT-A,Haverty Furniture Companies Inc.,United States,,,
 HWBK,Hawthorn Bancshares Inc. Common Stock,United States,,Finance,Major Banks
 HWC,Hancock Whitney Corporation Common Stock,United States,,Finance,Major Banks
 HWCPZ,Hancock Whitney Corporation 6.25% Subordinated Notes due 2060,United States,,Finance,Major Banks
@@ -11488,7 +11478,6 @@ NYNYR,Empire Resorts Inc.,United States,,,
 LLEX,"Lilis Energy, Inc.",United States,,Independent Oil & Gas,
 EZT,"Entergy Texas, Inc.",United States,,,
 EXPN.L,Experian plc,United Kingdom,,Business Services,
-ETX,Eaton Vance Municipal Income 2028 Term Trust,United States,,,
 EMI,Eaton Vance Michigan Municipal Income Trust,United States,,,
 EMG,"Emergent Capital, Inc.",United States,,,
 EMCF,Emclaire Financial Corp.,United States,,Regional - Northeast Banks,
@@ -11531,7 +11520,6 @@ ENZY,Enzymotec Ltd.,United States,,Biotechnology,
 ENBP,ENB Financial Corp,United States,,Regional - Northeast Banks,
 EMP-A.TO,Empire Company Limited,Canada,,Gold,
 ECCA,Eagle Point Credit Company Inc.,United States,,,
-ECC,Eagle Point Credit Company Inc.,United States,,,
 NESV,"National Energy Services, Inc.",United States,,,
 YECO,Yulong Eco-Materials Limited,United States,,,
 TIK,Tel-Instrument Electronics Corp.,United States,,Aerospace/Defense - Major Diversified,
@@ -13136,7 +13124,6 @@ HRG,"HRG Group, Inc.",United States,,Conglomerates,
 GSS,Golden Star Resources Ltd.,United States,,Gold,
 GIG,"GigPeak, Inc.",United States,,,
 SGEN,"Seattle Genetics, Inc.",United States,,Biotechnology,
-SAND,Sandstorm Gold Ltd.,United States,,Gold,
 PGEM,"Ply Gem Holdings, Inc",United States,,General Building Materials,
 ININ,"Interactive Intelligence Group, Inc.",United States,,,
 SNR,New Senior Investment Group Inc.,United States,,,
@@ -13682,7 +13669,6 @@ VIG.VI,Vienna Insurance Group AG,Austria,,,
 TACXF,TAC GOLD,United States,,,
 VELA.L,Vela Technologies PLC,United Kingdom,,,
 VEGPF,Vectura Group plc,United States,,,
-United States.TO,Americas Silver Corporation,Canada,,Industrial Metals & Minerals,
 URHG,"United Resource Holdings Group, Inc.",United States,,,
 UQA.VI,UNIQA Insurance Group AG,Austria,,,
 UIBGF,UIB Group Limited,United States,,,
@@ -20863,7 +20849,6 @@ USMT,US Metro Bank,United States,,,
 USK.F,"Skullcandy, Inc.",France,,,
 USF.AX,"US Select Private Opportunities Fund, LP",Australia,,,
 USBL,"United States Basketball League, Inc.",United States,,Conglomerates,
-United States.AX,Uraniumsa Limited,Australia,,Industrial Metals & Minerals,
 US2.BE,"USG CORP. DL-,10",Germany,,,
 US1.F,"Ultratech, Inc.",France,,,
 URXZD,TENTH AVENUE PETROLEUM CORPORAT,United States,,,
@@ -22474,7 +22459,6 @@ O3X2.F,AAN Ventures Inc,France,,,
 D94417.CR,DP04947-0011,Venezuela,,,
 ENV.CR,ENVASES VENEZOLANOS S.A.,Venezuela,,,
 BVF.DU,VALEANT PHARMACEUT. INTL,Germany,,,
-CUnited StatesN.IS,Cuhadaroglu Metal Sanayi ve Pazarlama A.S.,Turkey,,,
 PUM9.L,Puma VCT 9 plc,United Kingdom,,,
 RAP1V.HE,Rapala VMC Corporation,Finland,,,
 VIS.BE,"VISCOFAN SA INH. EO 0,70",Germany,,,
@@ -22540,7 +22524,6 @@ WWSG,Worldwide Strategies Incorporated,United States,,Diversified Communication
 WWTH,"With, Inc.",United States,,,
 WUMSF,Wumart Stores Inc.,United States,,,
 WSSH,West Shore Bank Corp.,United States,,,
-WSO-B,"Watsco, Inc.",United States,,,
 WRCKF,WESC AB,United States,,,
 WMSI,"Williams Industries, Incorporated",United States,,,
 WLKR,Walker Innovation Inc.,United States,,,
@@ -29715,12 +29698,10 @@ AK1.SG,AMETEK INC. Registered Shares D,Germany,,,
 SRT.DE,Sartorius Aktiengesellschaft,Germany,,Scientific & Technical Instruments,
 0G29.L,Semperit Aktiengesellschaft Holding,United Kingdom,,,
 0IPT.L,Akastor ASA,United Kingdom,,,
-United StatesK.IS,United Statesk Seramik Sanayi A.S.,Turkey,,,
 0NCV.L,Lenzing Aktiengesellschaft,United Kingdom,,,
 0OK7.L,Akka Technologies,United Kingdom,,,
 1AKA.BE,"AKER SOLUTIONS ASA NK1,08",Germany,,,
 AK2.BE,"AK STEEL HLDG",Germany,,,
-United StatesS.IS,United Statess Yatirimlar Holding A.S.,Turkey,,,
 0QBM.L,Alior Bank S.A.,United Kingdom,,,
 T1W.HM,Aktiengesellschaft Tokugawa,Germany,,,
 0OIU.L,Arctic Paper S.A.,United Kingdom,,,

docker-compose.yml

@@ -10,9 +10,7 @@ services:
     ports:
       - 8000:80
     environment: # You can either use these properties OR an .env file. Do not use both!
-      APP_KEY: "" # Generate a key using `echo base64:$(openssl rand -base64 32)`
       APP_URL: "http://localhost:8000"
-      ASSET_URL: "http://localhost:8000"
       DB_CONNECTION: mysql
       DB_HOST: investbrain-mysql
       DB_PORT: 3306
@@ -25,7 +23,7 @@ services:
       REDIS_HOST: investbrain-redis
     volumes:
       - investbrain-storage:/var/app/storage # You can use a volume... 
-      # - /path/to/storage:/var/app/storage # ...or you can use a path on host
+      # - /path/to/storage:/var/app/storage:delegated # ...or you can use a path on host
     depends_on:
       - mysql
       - redis

docker/entrypoint.sh

@@ -14,11 +14,13 @@ mkdir -p storage/framework/cache \
           storage/app \
           storage/logs
 
+echo -e "\n > Storage directory scaffolding is OK... "
+
 # Ensure storage directory is permissioned for www-data
 chmod -R 775 storage
 chown -R www-data:www-data storage
 
-echo -e "\n > Storage directory scaffolding is OK... "
+echo -e "\n > Permissions are OK... "
 
 # Ensure app key exists / generate if required
 KEY_FILE="storage/app/.key"
@@ -36,7 +38,7 @@ if [ -z "$APP_KEY" ] && [ ! -s "$KEY_FILE" ]; then
 
     export APP_KEY="$(php artisan key:generate --show)"
 
-    echo -e "\n > Oops! The required APP_KEY configuration is missing! Generated app key and saved in $KEY_FILE ."
+    echo -e "\n > Oops! The required APP_KEY configuration is missing! Generated app key and saved in $KEY_FILE"
 
     echo "$APP_KEY" > "$KEY_FILE"
 

resources/views/livewire/holding-dividends-list.blade.php

@@ -3,16 +3,16 @@
 use App\Models\Holding;
 use Livewire\Volt\Component;
 
-new class extends Component {
-
+new class extends Component
+{
     // props
     public Holding $holding;
 
     protected $listeners = [
         'transaction-updated' => '$refresh',
-        'transaction-saved' => '$refresh'
+        'transaction-saved' => '$refresh',
     ];
-    
+
     // methods
 
 }; ?>

resources/views/livewire/manage-transaction-form.blade.php

@@ -1,33 +1,38 @@
 <?php
 
-use App\Models\Transaction;
 use App\Models\Portfolio;
-use App\Rules\SymbolValidationRule;
+use App\Models\Transaction;
 use App\Rules\QuantityValidationRule;
-use Illuminate\Support\Collection;
-use Livewire\Attributes\{Computed};
+use App\Rules\SymbolValidationRule;
+use App\Traits\WithTrimStrings;
 use Livewire\Volt\Component;
 use Mary\Traits\Toast;
-use Illuminate\Validation\Rule;
-use App\Traits\WithTrimStrings;
 
-new class extends Component {
+new class extends Component
+{
     use Toast;
     use WithTrimStrings;
 
     // props
     public ?Portfolio $portfolio;
+
     public ?Transaction $transaction;
 
-    public ?String $portfolio_id;
-    public String $symbol;
-    public String $transaction_type;
-    public String $date;
-    public Float $quantity;
-    public ?Float $cost_basis;
-    public ?Float $sale_price;
+    public ?string $portfolio_id;
 
-    public Bool $confirmingTransactionDeletion = false;
+    public string $symbol;
+
+    public string $transaction_type;
+
+    public string $date;
+
+    public float $quantity;
+
+    public ?float $cost_basis;
+
+    public ?float $sale_price;
+
+    public bool $confirmingTransactionDeletion = false;
 
     // methods
     public function rules()
@@ -36,19 +41,19 @@ new class extends Component {
             'symbol' => ['required', 'string', new SymbolValidationRule],
             'transaction_type' => 'required|string|in:BUY,SELL',
             'portfolio_id' => 'required|exists:portfolios,id',
-            'date' => ['required', 'date_format:Y-m-d', 'before_or_equal:' . now()->format('Y-m-d')],
+            'date' => ['required', 'date_format:Y-m-d', 'before_or_equal:'.now()->format('Y-m-d')],
             'quantity' => [
-                'required', 
-                'numeric', 
-                'min:0', 
-                new QuantityValidationRule($this->portfolio, $this->symbol, $this->transaction_type, $this->date)
+                'required',
+                'numeric',
+                'min:0',
+                new QuantityValidationRule($this->portfolio, $this->symbol, $this->transaction_type, $this->date),
             ],
             'cost_basis' => 'exclude_if:transaction_type,SELL|min:0|numeric',
             'sale_price' => 'exclude_if:transaction_type,BUY|min:0|numeric',
         ];
     }
 
-    public function mount() 
+    public function mount()
     {
         if (isset($this->transaction)) {
 
@@ -59,7 +64,7 @@ new class extends Component {
             $this->quantity = $this->transaction->quantity;
             $this->cost_basis = $this->transaction->cost_basis;
             $this->sale_price = $this->transaction->sale_price;
-            
+
         } else {
             $this->transaction_type = 'BUY';
             $this->portfolio_id = isset($this->portfolio) ? $this->portfolio->id : '';
@@ -70,9 +75,8 @@ new class extends Component {
     public function update()
     {
         $this->authorize('fullAccess', $this->portfolio);
-        
+
         $this->transaction->update($this->validate());
-        // $this->transaction->owner_id = auth()->user()->id;
         $this->transaction->save();
 
         $this->success(__('Transaction updated'));
@@ -83,7 +87,7 @@ new class extends Component {
 
     public function save()
     {
-        if (!isset($this->portfolio)) {
+        if (! isset($this->portfolio)) {
             $this->portfolio = Portfolio::find($this->portfolio_id);
         }
 
@@ -107,6 +111,11 @@ new class extends Component {
 
         $this->success(__('Transaction deleted'), redirectTo: route('holding.show', ['portfolio' => $this->portfolio->id, 'symbol' => $this->symbol]));
     }
+
+    public function updatedSymbol($value)
+    {
+        $this->symbol = strtoupper($value);
+    }
 }; ?>
 
 <div class="" x-data="{ transaction_type: @entangle('transaction_type') }">

resources/views/livewire/portfolio-performance-chart.blade.php

@@ -2,29 +2,31 @@
 
 use App\Models\DailyChange;
 use App\Models\Portfolio;
-use Livewire\Attributes\{Title, Rule};
 use Livewire\Volt\Component;
 
-new class extends Component {
-
+new class extends Component
+{
     // props
     public ?Portfolio $portfolio;
-    public String $name = 'portfolio';
-    public String $scope = 'YTD';
-    public Array $scopeOptions = [
+
+    public string $name = 'portfolio';
+
+    public string $scope = 'YTD';
+
+    public array $scopeOptions = [
         ['id' => '1M', 'name' => '1 month', 'method' => 'subMonths', 'args' => [1]],
         ['id' => '3M', 'name' => '3 months', 'method' => 'subMonths', 'args' => [3]],
         ['id' => 'YTD', 'name' => 'Year to date', 'method' => 'startOfYear', 'args' => []],
         ['id' => '1Y', 'name' => '1 year', 'method' => 'subYears', 'args' => [1]],
         ['id' => '3Y', 'name' => '3 years', 'method' => 'subYears', 'args' => [3]],
-        ['id' => 'ALL', 'name' => 'All time', 'method' => null]
+        ['id' => 'ALL', 'name' => 'All time', 'method' => null],
     ];
 
     // data
-    public Array $chartSeries;
+    public array $chartSeries;
 
     // methods
-    public function mount() 
+    public function mount()
     {
         $this->chartSeries = $this->generatePerformanceData();
     }
@@ -33,52 +35,53 @@ new class extends Component {
     {
         $filterMethod = collect($this->scopeOptions)->where('id', $this->scope)->first();
 
-        $dailyChangeQuery = DailyChange::myDailyChanges();
+        $dailyChangeQuery = DailyChange::myDailyChanges()->selectRaw('
+                    date, 
+                    SUM(total_market_value) as total_market_value, 
+                    SUM(total_cost_basis) as total_cost_basis, 
+                    SUM(total_gain) as total_gain 
+                    /*  ,
+                        SUM(realized_gains) as realized_gains,
+                        SUM(total_dividends_earned) as total_dividends_earned 
+                    */
+                ');
 
         if (isset($this->portfolio)) {
-            
+
+            // portfolio
             $dailyChangeQuery->portfolio($this->portfolio->id);
 
         } else {
-            
-            $dailyChangeQuery->selectRaw('
-                date, 
-                SUM(total_market_value) as total_market_value, 
-                SUM(total_cost_basis) as total_cost_basis, 
-                SUM(total_gain) as total_gain 
-                /*  ,
-                    SUM(realized_gains) as realized_gains,
-                    SUM(total_dividends_earned) as total_dividends_earned 
-                */
-            ')
-            ->withoutWishlists()
-            ->groupBy('date')
-            ->orderBy('date');
 
+            // dashboard
+            $dailyChangeQuery->withoutWishlists();
         }
 
         if ($filterMethod['method']) {
-            
+
             $dailyChangeQuery->whereDate('date', '>=', now()->{$filterMethod['method']}(...$filterMethod['args']));
         }
-        // dd($dailyChangeQuery->toSql());
-        $dailyChange = $dailyChangeQuery->get();
+
+        $dailyChange = $dailyChangeQuery
+            ->orderBy('date')
+            ->groupBy('date')
+            ->get();
 
         return [
             'series' => [
                 [
                     'name' => __('Market Value'),
-                    'data' => $dailyChange->map(fn($data) => [$data->date, $data->total_market_value])->toArray(),
+                    'data' => $dailyChange->map(fn ($data) => [$data->date, $data->total_market_value])->toArray(),
                 ],
                 [
                     'name' => __('Cost Basis'),
-                    'data' => $dailyChange->map(fn($data) => [$data->date, $data->total_cost_basis])->toArray(),
+                    'data' => $dailyChange->map(fn ($data) => [$data->date, $data->total_cost_basis])->toArray(),
                 ],
                 [
                     'name' => __('Market Gain'),
-                    'data' => $dailyChange->map(fn($data) => [$data->date, $data->total_gain])->toArray()
+                    'data' => $dailyChange->map(fn ($data) => [$data->date, $data->total_gain])->toArray(),
                 ],
-                
+
                 // [
                 //     'name' => __('Dividends Earned'),
                 //     'data' => $dailyChange->map(fn($data) => [$data->date, $data->total_dividends_earned])->toArray()
@@ -87,7 +90,7 @@ new class extends Component {
                 //     'name' => __('Realized Gains'),
                 //     'data' => $dailyChange->map(fn($data) => [$data->date, $data->realized_gains])->toArray()
                 // ],
-            ]
+            ],
         ];
     }
 
@@ -102,7 +105,6 @@ new class extends Component {
     {
         return collect($this->scopeOptions)->where('id', $scope)->first()['name'];
     }
-
 }; ?>
 
 <x-card class="bg-slate-100 dark:bg-base-200 rounded-lg mb-6">