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16 Commits

Author SHA1 Message Date
hackerESQ ee51cb7e2a fix: division by zero error 2025-07-12 00:40:37 -05:00
hackerESQ 40120c7027 fix: delay queued currency rates filling 2025-07-11 22:38:09 -05:00
hackerESQ cfd5b8a4f3 feat: default to pgsql 2025-07-11 22:13:16 -05:00
hackerESQ 3b93e328d5 feat: fancy ascii art 2025-07-11 21:43:36 -05:00
hackerESQ 1fd858287d fix: clear and re-create caches 2025-07-11 21:42:11 -05:00
hackerESQ e370f5bbb7 fix: clear cache after every reload 2025-07-11 21:33:58 -05:00
hackerESQ 3e492475c0 fix: migrations failing on mysql 2025-07-09 21:55:32 -05:00
hackerESQ c454e85ad4 fix: date calculations cause failed tests 2025-07-09 19:37:51 -05:00
David Peng 487322abb5 fix: fix postgresql support (#100)
Fix #81
2025-07-09 19:11:25 -05:00
hackerESQ f78c521dc4 fix: add bp.l to test multicurr seed 2025-05-16 21:12:48 -05:00
hackerESQ ff9bcd782f fix: don't queue market data seed 2025-05-16 20:49:29 -05:00
hackerESQ 1ccf515ca2 fix: reorg migrtion 2025-05-16 19:59:39 -05:00
hackerESQ 1b0f9c134c fix: dispatch time series rates 2025-05-16 19:38:58 -05:00
hackerESQ 3589242996 fix: dispatch time series updates 2025-05-16 19:31:44 -05:00
hackerESQ 689aa4d50b fix: multi currency seeders 2025-05-15 20:05:14 -05:00
hackerESQ 26370c03c4 fix: optimize migration to multi-currency 2025-05-03 13:22:45 -05:00
12 changed files with 163 additions and 1338 deletions
+29 -13
View File
@@ -111,7 +111,7 @@ class CurrencyRate extends Model
*
* @return array<string, float>
*/
public static function timeSeriesRates(string|array $currency, mixed $start = null, mixed $end = null): array
public static function timeSeriesRates(string|array|null $currency = null, mixed $start = null, mixed $end = null): array
{
if (empty($start)) {
return [];
@@ -132,19 +132,30 @@ class CurrencyRate extends Model
return $dateRange;
}
[$currency, $adjustment] = self::getCurrencyAliasAdjustments($currency);
if (is_array($currency)) {
$i = 1;
foreach ($currency as $curr) {
dispatch(fn () => self::timeSeriesRates($curr, $start, $end))->delay(now()->addSeconds(30 * $i));
$i++;
}
return [];
}
// handle currency alias
if (! empty($currency)) {
$currencies = Arr::wrap($currency);
[$currency, $adjustment] = self::getCurrencyAliasAdjustments($currency);
} else {
$currencies = Currency::all()->pluck('currency')->toArray();
$currency = Currency::all()->pluck('currency')->toArray();
}
// get rates
$rates = Frankfurter::setSymbols($currencies)->timeSeries($period->first(), $period->last());
$rates = Frankfurter::setSymbols($currency)->timeSeries($period->first(), $period->last());
$rates = collect(Arr::get($rates, 'rates', []))->sortKeys()->toArray();
@@ -177,13 +188,18 @@ class CurrencyRate extends Model
// persist
self::chunkInsert($updates);
return collect($updates)
->whereBetween('date', [$start, $end ?? now()])
->where('currency', $currency)
->mapWithKeys(fn ($rate) => [
$rate['date'] => $rate['rate'] * $adjustment,
])
->toArray();
if (is_string($currency)) {
return collect($updates)
->whereBetween('date', [$start, $end ?? now()])
->where('currency', $currency)
->mapWithKeys(fn ($rate) => [
$rate['date'] => $rate['rate'] * ($adjustment ?? 1),
])
->toArray();
}
return [];
}
private static function getNearestPastDate(CarbonInterface $date, array $datesOnly, array $rates): ?CarbonInterface
@@ -265,7 +281,7 @@ class CurrencyRate extends Model
}
}
protected static function getCurrencyAliasAdjustments($currency)
protected static function getCurrencyAliasAdjustments(string $currency)
{
$adjustment = 1;
+5 -2
View File
@@ -99,8 +99,11 @@ class DailyChange extends Model
'tx1.quantity',
])
->selectRaw("(CASE
WHEN tx1.transaction_type = 'BUY'
THEN COALESCE(cr.rate, 1)
WHEN
tx1.transaction_type = 'BUY'
OR SUM(tx1.cost_basis_base) = 0
THEN
COALESCE(cr.rate, 1)
ELSE (
SELECT
SUM(COALESCE(cr2.rate, 1) * buy.cost_basis_base)
+5 -2
View File
@@ -302,8 +302,11 @@ class Holding extends Model
])
->selectRaw(
"(CASE
WHEN transactions.transaction_type = 'BUY'
THEN COALESCE(cr.rate, 1)
WHEN
transactions.transaction_type = 'BUY'
OR SUM(transactions.cost_basis_base) = 0
THEN
COALESCE(cr.rate, 1)
ELSE (
SELECT
SUM(COALESCE(cr2.rate, 1) * buy.cost_basis_base)
@@ -3,10 +3,12 @@
declare(strict_types=1);
use App\Models\CurrencyRate;
use App\Models\Holding;
use App\Models\Transaction;
use Database\Seeders\CurrencySeeder;
use Database\Seeders\MarketDataSeeder;
use Illuminate\Database\Migrations\Migration;
use Illuminate\Database\Query\Expression;
use Illuminate\Database\Schema\Blueprint;
use Illuminate\Support\Facades\Artisan;
use Illuminate\Support\Facades\DB;
@@ -23,10 +25,15 @@ return new class extends Migration
* Add options column to users table
*/
Schema::table('users', function (Blueprint $table) {
$table->json('options')->default(json_encode([
'locale' => config('app.locale', 'en'),
'display_currency' => config('investbrain.base_currency', 'USD'),
]))->after('profile_photo_path');
$locale = config('app.locale', 'en');
$currency = config('investbrain.base_currency', 'USD');
$default = config('database.default') === 'mysql'
? new Expression("(JSON_OBJECT('locale', '{$locale}', 'display_currency', '{$currency}'))")
: json_encode(['locale' => $locale, 'display_currency' => $currency]);
$table->json('options')->default($default)->after('profile_photo_path');
});
/**
@@ -96,17 +103,17 @@ return new class extends Migration
'--force' => true,
]);
CurrencyRate::timeSeriesRates(
'', // use fake currency to force
Transaction::min('date')
);
CurrencyRate::refreshCurrencyData();
Artisan::call('db:seed', [
'--class' => MarketDataSeeder::class,
'--force' => true,
]);
CurrencyRate::timeSeriesRates(
Holding::all()->groupBy('market_data.currency')->keys()->toArray(),
Transaction::min('date')
);
CurrencyRate::refreshCurrencyData();
}
/**
+10 -10
View File
@@ -12,8 +12,6 @@ class MarketDataSeeder extends Seeder
{
use WithoutModelEvents;
public array $rows = [];
/**
* Run the database seeds.
*/
@@ -44,7 +42,7 @@ class MarketDataSeeder extends Seeder
$meta_data = json_decode(base64_decode($data['meta_data']), true);
$meta_data['source'] = 'market_data_seeder';
$this->rows[] = [
$rows[] = [
'symbol' => $data['symbol'],
'name' => $data['name'],
'currency' => $data['currency'],
@@ -54,16 +52,17 @@ class MarketDataSeeder extends Seeder
$rowCount++;
if ($rowCount % $chunkSize == 0) {
DB::table('market_data')->upsert($this->rows, ['symbol'], ['name', 'currency', 'meta_data']);
$this->rows = [];
$this->bulkInsert($rows);
$rows = [];
}
}
}
// final clean up
if (! empty($this->rows)) {
if (! empty($rows)) {
$this->bulkInsert($this->rows);
$this->bulkInsert($rows);
$rows = [];
}
// Close the CSV file
@@ -77,16 +76,17 @@ class MarketDataSeeder extends Seeder
}
}
public function bulkInsert(array $rows)
private function bulkInsert($rows): void
{
try {
DB::table('market_data')->insertOrIgnore($rows);
$this->rows = [];
DB::table('market_data')->upsert($rows, ['symbol'], ['name', 'currency', 'meta_data']);
} catch (\Throwable $e) {
throw new \Exception('Error: '.$e->getMessage());
}
gc_collect_cycles();
}
}
File diff suppressed because it is too large Load Diff
+15 -15
View File
@@ -11,9 +11,9 @@ services:
- 8000:80
environment: # You can either use these properties OR an .env file. Do not use both!
APP_URL: "http://localhost:8000"
DB_CONNECTION: mysql
DB_HOST: investbrain-mysql
DB_PORT: 3306
DB_CONNECTION: pgsql
DB_HOST: investbrain-pgsql
DB_PORT: 5432
DB_DATABASE: investbrain
DB_USERNAME: investbrain
DB_PASSWORD: investbrain
@@ -25,7 +25,7 @@ services:
- investbrain-storage:/var/app/storage # You can use a volume...
# - /path/to/storage:/var/app/storage:delegated # ...or you can use a path on host
depends_on:
- mysql
- pgsql
- redis
networks:
- investbrain-network
@@ -40,22 +40,22 @@ services:
- investbrain-redis:/data
networks:
- investbrain-network
mysql:
image: mysql:8.0
container_name: investbrain-mysql
pgsql:
image: postgres:15-alpine
container_name: investbrain-pgsql
restart: unless-stopped
ports:
- "5432:5432"
environment:
MYSQL_DATABASE: ${DB_DATABASE:-investbrain}
MYSQL_USER: ${DB_USERNAME:-investbrain}
MYSQL_PASSWORD: ${DB_PASSWORD:-investbrain}
MYSQL_ROOT_PASSWORD: ${DB_PASSWORD:-investbrain}
command:
- --cte-max-recursion-depth=25000
POSTGRES_DB: ${DB_DATABASE:-investbrain}
POSTGRES_USER: ${DB_USERNAME:-investbrain}
POSTGRES_PASSWORD: ${DB_PASSWORD:-investbrain}
command: postgres -c log_min_messages=error
volumes:
- investbrain-mysql:/var/lib/mysql
- investbrain-pgsql:/var/lib/postgresql/data
networks:
- investbrain-network
volumes:
investbrain-storage:
investbrain-redis:
investbrain-mysql:
investbrain-pgsql:
+1 -1
View File
@@ -62,7 +62,7 @@ RUN apk add --no-cache \
bash \
&& docker-php-ext-configure gd --with-freetype --with-jpeg \
&& docker-php-ext-install -j$(nproc) \
gd pgsql zip pdo_mysql mysqli intl
gd pgsql zip pdo_mysql pdo_pgsql mysqli intl
# Remove default nginx config
RUN rm -rf /var/www/html \
+13 -3
View File
@@ -3,7 +3,7 @@
cd /var/app
# Starting Investbrain
echo "CiAgKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioKICAqICBJSUkgICBOICAgTiAgViAgIFYgIEVFRUVFICBTU1NTICBUVFRUVCAgQkJCQkIgICBSUlJSICAgIEFBQUFBICBJSUkgICBOICAgTiAgKgogICogICBJICAgIE5OICBOICBWICAgViAgRSAgICAgIFMgICAgICAgVCAgICBCICAgIEIgIFIgICBSICAgQSAgIEEgICBJICAgIE5OICBOICAqCiAgKiAgIEkgICAgTiBOIE4gIFYgICBWICBFRUVFICAgU1NTUyAgICBUICAgIEJCQkJCICAgUlJSUiAgICBBQUFBQSAgIEkgICAgTiBOIE4gICoKICAqICAgSSAgICBOICBOTiAgViAgIFYgIEUgICAgICAgICAgUyAgIFQgICAgQiAgICBCICBSICBSICAgIEEgICBBICAgSSAgICBOICBOTiAgKgogICogIElJSSAgIE4gICBOICAgVlZWICAgRUVFRUUgIFNTU1MgICAgVCAgICBCQkJCQiAgIFIgICBSICAgQSAgIEEgIElJSSAgIE4gICBOICAqCiAgKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioqKioKICA=" | base64 -d
echo "CuKWhOKWliAgICAgICAg4paXIOKWjCAgICAg4paYICAK4paQIOKWm+KWjOKWjOKWjOKWiOKWjOKWm+KWmOKWnOKWmOKWm+KWjOKWm+KWmOKWgOKWjOKWjOKWm+KWjArilp/ilpbilozilozilprilpjilpnilpbiloTilozilpDilpbilpnilozilowg4paI4paM4paM4paM4paMCg==" | base64 -d
echo -e "\n====================== Validating environment... ====================== "
@@ -54,7 +54,6 @@ RETRIES=12
DELAY=5
run_migrations() {
sleep $DELAY
# php artisan migrate --force
output=$(php artisan migrate --force 2>/dev/null)
if [[ $? -eq 0 ]]; then
echo "$output"
@@ -72,7 +71,18 @@ until run_migrations; do
echo -e "\n > Waiting for database to be ready... retrying in $DELAY seconds. \n"
done
echo -e "\n====================== Cleaning up... ====================== \n"
# Clear caches
echo $(php artisan cache:clear)
echo $(php artisan view:clear)
echo $(php artisan route:clear)
echo $(php artisan event:clear)
# Re-create caches
echo $(php artisan route:cache)
echo $(php artisan event:cache)
echo -e "\n====================== Spinning up Supervisor daemon... ====================== \n"
exec supervisord -c /etc/supervisor/conf.d/supervisord.conf
+1 -1
View File
@@ -221,7 +221,7 @@ class DailyChangeTest extends TestCase
$second_transaction = Transaction::create([
'symbol' => 'AAPL',
'portfolio_id' => $portfolio->id,
'date' => now()->subYears(3),
'date' => now()->subDays(1080), // 3 years
'quantity' => 1,
'cost_basis' => 39.89,
'transaction_type' => 'BUY',
+1 -1
View File
@@ -21,7 +21,7 @@ class MarketDataTest extends TestCase
'--force' => true,
]);
$this->assertEquals(14464, MarketData::count('symbol'));
$this->assertEquals(13187, MarketData::count('symbol'));
}
public function test_can_get_quote_from_provider()
+64 -1
View File
@@ -225,8 +225,71 @@ class MultiCurrencyTest extends TestCase
->andReturn(['rates' => $results]);
$result = CurrencyRate::timeSeriesRates('ZZZ', $start, $end);
$this->assertEquals(count($period) - 1, count($result));
$result = CurrencyRate::all();
$this->assertEquals(count($period), count($result));
}
public function test_can_get_time_series_rates_with_null_currency()
{
$start = now()->subWeeks(2);
$end = now();
$period = CarbonPeriod::create($start, $end);
// mock response from Frankfurter
$results = [];
collect($period->copy()->filter('isWeekday'))->each(function ($date) use (&$results) {
$date = $date->toDateString();
$results[$date] = [
'FOO' => random_int(10, 150) / 1000,
];
});
Frankfurter::expects('setSymbols')
->andReturnSelf();
Frankfurter::expects('timeSeries')
->andReturn(['rates' => $results]);
$result = CurrencyRate::timeSeriesRates(null, $start, $end);
$this->assertEquals(0, count($result));
$result = CurrencyRate::all();
$this->assertEquals(count($period), count($result));
}
public function test_can_get_time_series_rates_with_currencies()
{
$start = now()->subWeeks(2);
$end = now();
$period = CarbonPeriod::create($start, $end);
// mock response from Frankfurter
$results = [];
collect($period->copy()->filter('isWeekday'))->each(function ($date) use (&$results) {
$date = $date->toDateString();
$results[$date] = [
'FOO' => random_int(10, 150) / 1000,
'BAR' => random_int(10, 150) / 1000,
];
});
Frankfurter::expects('setSymbols')
->andReturnSelf();
Frankfurter::expects('timeSeries')
->andReturn(['rates' => $results]);
$result = CurrencyRate::timeSeriesRates(null, $start, $end);
$this->assertEquals(0, count($result));
$result = CurrencyRate::all();
$this->assertEquals(count($period) * 2, count($result));
}
public function test_time_series_rate_calls_are_chunked()