Remove swap space increase step from workflow

Removed the step to increase swap space in the build job.

.env.example

@@ -16,9 +16,8 @@ REGISTRATION_ENABLED=true
 # Enable or disable AI chat feature
 AI_CHAT_ENABLED=false
 
-# API key for OpenAI (for Llama support, see docs)
+# API key for OpenAI (for other labs or Ollama support, see docs)
 OPENAI_API_KEY=
-OPENAI_ORGANIZATION=
 
 # Market data provider to use (comma separated list)
 MARKET_DATA_PROVIDER=yahoo

.github/workflows/build-and-push-images.yml

@@ -8,11 +8,8 @@ on:
 
 jobs:
   build:
-    runs-on: ubuntu-22.04 #ubuntu-latest
+    runs-on: self-hosted
     steps:
-      - name: Increase swap space
-        run: sudo /bin/dd if=/dev/zero of=/var/swap.1 bs=1M count=5120 && sudo chmod 600 /var/swap.1 && sudo /sbin/mkswap /var/swap.1 && sudo /sbin/swapon /var/swap.1
-        
       - name: Login to Docker Hub
         uses: docker/login-action@v3
         with:

.mcp.json

@@ -0,0 +1,11 @@
+{
+    "mcpServers": {
+        "laravel-boost": {
+            "command": "php",
+            "args": [
+                "artisan",
+                "boost:mcp"
+            ]
+        }
+    }
+}

CLAUDE.md

@@ -0,0 +1,452 @@
+<laravel-boost-guidelines>
+=== foundation rules ===
+
+# Laravel Boost Guidelines
+
+The Laravel Boost guidelines are specifically curated by Laravel maintainers for this application. These guidelines should be followed closely to enhance the user's satisfaction building Laravel applications.
+
+## Foundational Context
+This application is a Laravel application and its main Laravel ecosystems package & versions are below. You are an expert with them all. Ensure you abide by these specific packages & versions.
+
+- php - 8.4.18
+- laravel/fortify (FORTIFY) - v1
+- laravel/framework (LARAVEL) - v12
+- laravel/prompts (PROMPTS) - v0
+- laravel/sanctum (SANCTUM) - v4
+- laravel/socialite (SOCIALITE) - v5
+- livewire/livewire (LIVEWIRE) - v4
+- livewire/volt (VOLT) - v1
+- laravel/mcp (MCP) - v0
+- laravel/pint (PINT) - v1
+- phpunit/phpunit (PHPUNIT) - v11
+- alpinejs (ALPINEJS) - v3
+- tailwindcss (TAILWINDCSS) - v4
+
+## Conventions
+- You must follow all existing code conventions used in this application. When creating or editing a file, check sibling files for the correct structure, approach, and naming.
+- Use descriptive names for variables and methods. For example, `isRegisteredForDiscounts`, not `discount()`.
+- Check for existing components to reuse before writing a new one.
+
+## Verification Scripts
+- Do not create verification scripts or tinker when tests cover that functionality and prove it works. Unit and feature tests are more important.
+
+## Application Structure & Architecture
+- Stick to existing directory structure; don't create new base folders without approval.
+- Do not change the application's dependencies without approval.
+
+## Frontend Bundling
+- If the user doesn't see a frontend change reflected in the UI, it could mean they need to run `npm run build`, `npm run dev`, or `composer run dev`. Ask them.
+
+## Replies
+- Be concise in your explanations - focus on what's important rather than explaining obvious details.
+
+## Documentation Files
+- You must only create documentation files if explicitly requested by the user.
+
+=== boost rules ===
+
+## Laravel Boost
+- Laravel Boost is an MCP server that comes with powerful tools designed specifically for this application. Use them.
+
+## Artisan
+- Use the `list-artisan-commands` tool when you need to call an Artisan command to double-check the available parameters.
+
+## URLs
+- Whenever you share a project URL with the user, you should use the `get-absolute-url` tool to ensure you're using the correct scheme, domain/IP, and port.
+
+## Tinker / Debugging
+- You should use the `tinker` tool when you need to execute PHP to debug code or query Eloquent models directly.
+- Use the `database-query` tool when you only need to read from the database.
+
+## Reading Browser Logs With the `browser-logs` Tool
+- You can read browser logs, errors, and exceptions using the `browser-logs` tool from Boost.
+- Only recent browser logs will be useful - ignore old logs.
+
+## Searching Documentation (Critically Important)
+- Boost comes with a powerful `search-docs` tool you should use before any other approaches when dealing with Laravel or Laravel ecosystem packages. This tool automatically passes a list of installed packages and their versions to the remote Boost API, so it returns only version-specific documentation for the user's circumstance. You should pass an array of packages to filter on if you know you need docs for particular packages.
+- The `search-docs` tool is perfect for all Laravel-related packages, including Laravel, Inertia, Livewire, Filament, Tailwind, Pest, Nova, Nightwatch, etc.
+- You must use this tool to search for Laravel ecosystem documentation before falling back to other approaches.
+- Search the documentation before making code changes to ensure we are taking the correct approach.
+- Use multiple, broad, simple, topic-based queries to start. For example: `['rate limiting', 'routing rate limiting', 'routing']`.
+- Do not add package names to queries; package information is already shared. For example, use `test resource table`, not `filament 4 test resource table`.
+
+### Available Search Syntax
+- You can and should pass multiple queries at once. The most relevant results will be returned first.
+
+1. Simple Word Searches with auto-stemming - query=authentication - finds 'authenticate' and 'auth'.
+2. Multiple Words (AND Logic) - query=rate limit - finds knowledge containing both "rate" AND "limit".
+3. Quoted Phrases (Exact Position) - query="infinite scroll" - words must be adjacent and in that order.
+4. Mixed Queries - query=middleware "rate limit" - "middleware" AND exact phrase "rate limit".
+5. Multiple Queries - queries=["authentication", "middleware"] - ANY of these terms.
+
+=== php rules ===
+
+## PHP
+
+- Always use curly braces for control structures, even if it has one line.
+
+### Constructors
+- Use PHP 8 constructor property promotion in `__construct()`.
+    - <code-snippet>public function __construct(public GitHub $github) { }</code-snippet>
+- Do not allow empty `__construct()` methods with zero parameters unless the constructor is private.
+
+### Type Declarations
+- Always use explicit return type declarations for methods and functions.
+- Use appropriate PHP type hints for method parameters.
+
+<code-snippet name="Explicit Return Types and Method Params" lang="php">
+protected function isAccessible(User $user, ?string $path = null): bool
+{
+    ...
+}
+</code-snippet>
+
+## Comments
+- Prefer PHPDoc blocks over inline comments. Never use comments within the code itself unless there is something very complex going on.
+
+## PHPDoc Blocks
+- Add useful array shape type definitions for arrays when appropriate.
+
+## Enums
+- Typically, keys in an Enum should be TitleCase. For example: `FavoritePerson`, `BestLake`, `Monthly`.
+
+=== herd rules ===
+
+## Laravel Herd
+
+- The application is served by Laravel Herd and will be available at: `https?://[kebab-case-project-dir].test`. Use the `get-absolute-url` tool to generate URLs for the user to ensure valid URLs.
+- You must not run any commands to make the site available via HTTP(S). It is always available through Laravel Herd.
+
+=== tests rules ===
+
+## Test Enforcement
+
+- Every change must be programmatically tested. Write a new test or update an existing test, then run the affected tests to make sure they pass.
+- Run the minimum number of tests needed to ensure code quality and speed. Use `php artisan test --compact` with a specific filename or filter.
+
+=== laravel/core rules ===
+
+## Do Things the Laravel Way
+
+- Use `php artisan make:` commands to create new files (i.e. migrations, controllers, models, etc.). You can list available Artisan commands using the `list-artisan-commands` tool.
+- If you're creating a generic PHP class, use `php artisan make:class`.
+- Pass `--no-interaction` to all Artisan commands to ensure they work without user input. You should also pass the correct `--options` to ensure correct behavior.
+
+### Database
+- Always use proper Eloquent relationship methods with return type hints. Prefer relationship methods over raw queries or manual joins.
+- Use Eloquent models and relationships before suggesting raw database queries.
+- Avoid `DB::`; prefer `Model::query()`. Generate code that leverages Laravel's ORM capabilities rather than bypassing them.
+- Generate code that prevents N+1 query problems by using eager loading.
+- Use Laravel's query builder for very complex database operations.
+
+### Model Creation
+- When creating new models, create useful factories and seeders for them too. Ask the user if they need any other things, using `list-artisan-commands` to check the available options to `php artisan make:model`.
+
+### APIs & Eloquent Resources
+- For APIs, default to using Eloquent API Resources and API versioning unless existing API routes do not, then you should follow existing application convention.
+
+### Controllers & Validation
+- Always create Form Request classes for validation rather than inline validation in controllers. Include both validation rules and custom error messages.
+- Check sibling Form Requests to see if the application uses array or string based validation rules.
+
+### Queues
+- Use queued jobs for time-consuming operations with the `ShouldQueue` interface.
+
+### Authentication & Authorization
+- Use Laravel's built-in authentication and authorization features (gates, policies, Sanctum, etc.).
+
+### URL Generation
+- When generating links to other pages, prefer named routes and the `route()` function.
+
+### Configuration
+- Use environment variables only in configuration files - never use the `env()` function directly outside of config files. Always use `config('app.name')`, not `env('APP_NAME')`.
+
+### Testing
+- When creating models for tests, use the factories for the models. Check if the factory has custom states that can be used before manually setting up the model.
+- Faker: Use methods such as `$this->faker->word()` or `fake()->randomDigit()`. Follow existing conventions whether to use `$this->faker` or `fake()`.
+- When creating tests, make use of `php artisan make:test [options] {name}` to create a feature test, and pass `--unit` to create a unit test. Most tests should be feature tests.
+
+### Vite Error
+- If you receive an "Illuminate\Foundation\ViteException: Unable to locate file in Vite manifest" error, you can run `npm run build` or ask the user to run `npm run dev` or `composer run dev`.
+
+=== laravel/v12 rules ===
+
+## Laravel 12
+
+- Use the `search-docs` tool to get version-specific documentation.
+- Since Laravel 11, Laravel has a new streamlined file structure which this project uses.
+
+### Laravel 12 Structure
+- In Laravel 12, middleware are no longer registered in `app/Http/Kernel.php`.
+- Middleware are configured declaratively in `bootstrap/app.php` using `Application::configure()->withMiddleware()`.
+- `bootstrap/app.php` is the file to register middleware, exceptions, and routing files.
+- `bootstrap/providers.php` contains application specific service providers.
+- The `app\Console\Kernel.php` file no longer exists; use `bootstrap/app.php` or `routes/console.php` for console configuration.
+- Console commands in `app/Console/Commands/` are automatically available and do not require manual registration.
+
+### Database
+- When modifying a column, the migration must include all of the attributes that were previously defined on the column. Otherwise, they will be dropped and lost.
+- Laravel 12 allows limiting eagerly loaded records natively, without external packages: `$query->latest()->limit(10);`.
+
+### Models
+- Casts can and likely should be set in a `casts()` method on a model rather than the `$casts` property. Follow existing conventions from other models.
+
+=== livewire/core rules ===
+
+## Livewire
+
+- Use the `search-docs` tool to find exact version-specific documentation for how to write Livewire and Livewire tests.
+- Use the `php artisan make:livewire [Posts\CreatePost]` Artisan command to create new components.
+- State should live on the server, with the UI reflecting it.
+- All Livewire requests hit the Laravel backend; they're like regular HTTP requests. Always validate form data and run authorization checks in Livewire actions.
+
+## Livewire Best Practices
+- Livewire components require a single root element.
+- Use `wire:loading` and `wire:dirty` for delightful loading states.
+- Add `wire:key` in loops:
+
+    ```blade
+    @foreach ($items as $item)
+        <div wire:key="item-{{ $item->id }}">
+            {{ $item->name }}
+        </div>
+    @endforeach
+    ```
+
+- Prefer lifecycle hooks like `mount()`, `updatedFoo()` for initialization and reactive side effects:
+
+<code-snippet name="Lifecycle Hook Examples" lang="php">
+    public function mount(User $user) { $this->user = $user; }
+    public function updatedSearch() { $this->resetPage(); }
+</code-snippet>
+
+## Testing Livewire
+
+<code-snippet name="Example Livewire Component Test" lang="php">
+    Livewire::test(Counter::class)
+        ->assertSet('count', 0)
+        ->call('increment')
+        ->assertSet('count', 1)
+        ->assertSee(1)
+        ->assertStatus(200);
+</code-snippet>
+
+<code-snippet name="Testing Livewire Component Exists on Page" lang="php">
+    $this->get('/posts/create')
+    ->assertSeeLivewire(CreatePost::class);
+</code-snippet>
+
+=== volt/core rules ===
+
+## Livewire Volt
+
+- This project uses Livewire Volt for interactivity within its pages. New pages requiring interactivity must also use Livewire Volt.
+- Make new Volt components using `php artisan make:volt [name] [--test] [--pest]`.
+- Volt is a class-based and functional API for Livewire that supports single-file components, allowing a component's PHP logic and Blade templates to coexist in the same file.
+- Livewire Volt allows PHP logic and Blade templates in one file. Components use the `@volt` directive.
+- You must check existing Volt components to determine if they're functional or class-based. If you can't detect that, ask the user which they prefer before writing a Volt component.
+
+### Volt Functional Component Example
+
+<code-snippet name="Volt Functional Component Example" lang="php">
+@volt
+<?php
+use function Livewire\Volt\{state, computed};
+
+state(['count' => 0]);
+
+$increment = fn () => $this->count++;
+$decrement = fn () => $this->count--;
+
+$double = computed(fn () => $this->count * 2);
+?>
+
+<div>
+    <h1>Count: {{ $count }}</h1>
+    <h2>Double: {{ $this->double }}</h2>
+    <button wire:click="increment">+</button>
+    <button wire:click="decrement">-</button>
+</div>
+@endvolt
+</code-snippet>
+
+### Volt Class Based Component Example
+To get started, define an anonymous class that extends Livewire\Volt\Component. Within the class, you may utilize all of the features of Livewire using traditional Livewire syntax:
+
+<code-snippet name="Volt Class-based Volt Component Example" lang="php">
+use Livewire\Volt\Component;
+
+new class extends Component {
+    public $count = 0;
+
+    public function increment()
+    {
+        $this->count++;
+    }
+} ?>
+
+<div>
+    <h1>{{ $count }}</h1>
+    <button wire:click="increment">+</button>
+</div>
+</code-snippet>
+
+### Testing Volt & Volt Components
+- Use the existing directory for tests if it already exists. Otherwise, fallback to `tests/Feature/Volt`.
+
+<code-snippet name="Livewire Test Example" lang="php">
+use Livewire\Volt\Volt;
+
+test('counter increments', function () {
+    Volt::test('counter')
+        ->assertSee('Count: 0')
+        ->call('increment')
+        ->assertSee('Count: 1');
+});
+</code-snippet>
+
+<code-snippet name="Volt Component Test Using Pest" lang="php">
+declare(strict_types=1);
+
+use App\Models\{User, Product};
+use Livewire\Volt\Volt;
+
+test('product form creates product', function () {
+    $user = User::factory()->create();
+
+    Volt::test('pages.products.create')
+        ->actingAs($user)
+        ->set('form.name', 'Test Product')
+        ->set('form.description', 'Test Description')
+        ->set('form.price', 99.99)
+        ->call('create')
+        ->assertHasNoErrors();
+
+    expect(Product::where('name', 'Test Product')->exists())->toBeTrue();
+});
+</code-snippet>
+
+### Common Patterns
+
+<code-snippet name="CRUD With Volt" lang="php">
+<?php
+
+use App\Models\Product;
+use function Livewire\Volt\{state, computed};
+
+state(['editing' => null, 'search' => '']);
+
+$products = computed(fn() => Product::when($this->search,
+    fn($q) => $q->where('name', 'like', "%{$this->search}%")
+)->get());
+
+$edit = fn(Product $product) => $this->editing = $product->id;
+$delete = fn(Product $product) => $product->delete();
+
+?>
+
+<!-- HTML / UI Here -->
+</code-snippet>
+
+<code-snippet name="Real-Time Search With Volt" lang="php">
+    <flux:input
+        wire:model.live.debounce.300ms="search"
+        placeholder="Search..."
+    />
+</code-snippet>
+
+<code-snippet name="Loading States With Volt" lang="php">
+    <flux:button wire:click="save" wire:loading.attr="disabled">
+        <span wire:loading.remove>Save</span>
+        <span wire:loading>Saving...</span>
+    </flux:button>
+</code-snippet>
+
+=== pint/core rules ===
+
+## Laravel Pint Code Formatter
+
+- You must run `vendor/bin/pint --dirty --format agent` before finalizing changes to ensure your code matches the project's expected style.
+- Do not run `vendor/bin/pint --test --format agent`, simply run `vendor/bin/pint --format agent` to fix any formatting issues.
+
+=== phpunit/core rules ===
+
+## PHPUnit
+
+- This application uses PHPUnit for testing. All tests must be written as PHPUnit classes. Use `php artisan make:test --phpunit {name}` to create a new test.
+- If you see a test using "Pest", convert it to PHPUnit.
+- Every time a test has been updated, run that singular test.
+- When the tests relating to your feature are passing, ask the user if they would like to also run the entire test suite to make sure everything is still passing.
+- Tests should test all of the happy paths, failure paths, and weird paths.
+- You must not remove any tests or test files from the tests directory without approval. These are not temporary or helper files; these are core to the application.
+
+### Running Tests
+- Run the minimal number of tests, using an appropriate filter, before finalizing.
+- To run all tests: `php artisan test --compact`.
+- To run all tests in a file: `php artisan test --compact tests/Feature/ExampleTest.php`.
+- To filter on a particular test name: `php artisan test --compact --filter=testName` (recommended after making a change to a related file).
+
+=== tailwindcss/core rules ===
+
+## Tailwind CSS
+
+- Use Tailwind CSS classes to style HTML; check and use existing Tailwind conventions within the project before writing your own.
+- Offer to extract repeated patterns into components that match the project's conventions (i.e. Blade, JSX, Vue, etc.).
+- Think through class placement, order, priority, and defaults. Remove redundant classes, add classes to parent or child carefully to limit repetition, and group elements logically.
+- You can use the `search-docs` tool to get exact examples from the official documentation when needed.
+
+### Spacing
+- When listing items, use gap utilities for spacing; don't use margins.
+
+<code-snippet name="Valid Flex Gap Spacing Example" lang="html">
+    <div class="flex gap-8">
+        <div>Superior</div>
+        <div>Michigan</div>
+        <div>Erie</div>
+    </div>
+</code-snippet>
+
+### Dark Mode
+- If existing pages and components support dark mode, new pages and components must support dark mode in a similar way, typically using `dark:`.
+
+=== tailwindcss/v4 rules ===
+
+## Tailwind CSS 4
+
+- Always use Tailwind CSS v4; do not use the deprecated utilities.
+- `corePlugins` is not supported in Tailwind v4.
+- In Tailwind v4, configuration is CSS-first using the `@theme` directive — no separate `tailwind.config.js` file is needed.
+
+<code-snippet name="Extending Theme in CSS" lang="css">
+@theme {
+  --color-brand: oklch(0.72 0.11 178);
+}
+</code-snippet>
+
+- In Tailwind v4, you import Tailwind using a regular CSS `@import` statement, not using the `@tailwind` directives used in v3:
+
+<code-snippet name="Tailwind v4 Import Tailwind Diff" lang="diff">
+   - @tailwind base;
+   - @tailwind components;
+   - @tailwind utilities;
+   + @import "tailwindcss";
+</code-snippet>
+
+### Replaced Utilities
+- Tailwind v4 removed deprecated utilities. Do not use the deprecated option; use the replacement.
+- Opacity values are still numeric.
+
+| Deprecated |	Replacement |
+|------------+--------------|
+| bg-opacity-* | bg-black/* |
+| text-opacity-* | text-black/* |
+| border-opacity-* | border-black/* |
+| divide-opacity-* | divide-black/* |
+| ring-opacity-* | ring-black/* |
+| placeholder-opacity-* | placeholder-black/* |
+| flex-shrink-* | shrink-* |
+| flex-grow-* | grow-* |
+| overflow-ellipsis | text-ellipsis |
+| decoration-slice | box-decoration-slice |
+| decoration-clone | box-decoration-clone |
+</laravel-boost-guidelines>

README.md

@@ -64,9 +64,11 @@ Congrats! You've just installed Investbrain!
 
 Investbrain offers an AI powered chat assistant that is grounded on *your* investments. This enables you to use AI as a thought partner when making investment decisions. 
 
-When self-hosting, you can enable the chat assistant by configuring your OpenAI Secret Key and Organization ID in your [.env](https://github.com/investbrainapp/investbrain/blob/main/.env.example) file. Navigate to OpenAI to [create your keys](https://platform.openai.com/api-keys).
+Most of the major labs are currently supported (OpenAI, Anthropic, Gemini, xAI, etc). You'll need to obtain API keys from your selected provider and configure that in your [.env](https://github.com/investbrainapp/investbrain/blob/main/.env.example) file using the appropriate keys. 
 
-If you are self-hosting your own large language models ("LLMs") that expose an OpenAI compatible API (e.g. [Ollama](https://ollama.com/blog/openai-compatibility)), you can update the `OPENAI_BASE_URI` configuration to your self-hosted instance. Ensure you also update the `OPENAI_MODEL` to an available model.
+Investbrain is also compatible with Ollama (and other OpenAI compatible APIs). If you are self-hosting your own large language models ("LLMs") that exposes an OpenAI compatible API (e.g. [Ollama](https://ollama.com/blog/openai-compatibility)), you'll need to configure your local endpoint in your [.env](https://github.com/investbrainapp/investbrain/blob/main/.env.example) file.
+
+See available options [below](#configuration).
 
 Always keep in mind the limitations of LLMs. When in doubt, consult a licensed investment advisor. 
 
@@ -74,7 +76,7 @@ Always keep in mind the limitations of LLMs. When in doubt, consult a licensed i
 
 Investbrain includes an extensible market data provider interface that allows you to retrieve stock market data from multiple providers, such as [Yahoo Finance](https://finance.yahoo.com/), [Twelve Data](https://twelvedata.com), [Finnhub](https://finnhub.io/pricing-stock-api-market-data), [Alpaca](https://alpaca.markets/), and [Alpha Vantage](https://www.alphavantage.co/support/). The interface includes a built-in fallback mechanism to ensure reliable data access, even if a provider fails.
 
-### Configuration
+### Market Data Configuration
 
 You can specify the market data provider you want to use in your environment variables:
 
@@ -145,10 +147,12 @@ There are several optional configurations available when installing using the re
 | MARKET_DATA_REFRESH | Cadence to refresh market data in minutes | 30 |
 | APP_TIMEZONE | Timezone for the application, including daily change captures | UTC |
 | AI_CHAT_ENABLED | Whether to enable AI chat features | `false` |
-| OPENAI_API_KEY | OpenAI secret key (required for AI chat) | `null` |
+| CHAT_PROVIDER | Which chat provider to use (one of `openai`, `anthropic`, `gemini`, `azure`, `groq`, `xai`, `deepseek`, `mistral`, `ollama`) | `openai` |
-| OPENAI_ORGANIZATION | OpenAI org id (required for AI chat) | `null` |
+| CHAT_MODEL | The selected LLM used for AI chat | defaults to current smartest model from lab |
-| OPENAI_MODEL | The selected LLM used for AI chat | gpt-4o |
+| ANTHROPIC_API_KEY | If using Anthropic for chat | `null` |
-| OPENAI_BASE_URI | The URI for your self-hosted LLM | api.openai.com/v1 |
+| OPENAI_API_KEY | If using OpenAI for chat | `null` |
+| OLLAMA_BASE_URL | If using Ollama for chat | `http://localhost:11434` |
+| OLLAMA_API_KEY | May be required if using Ollama for chat | `null` |
 | DAILY_CHANGE_TIME | The time of day to capture daily change | 23:00 |
 | REGISTRATION_ENABLED | Whether to enable registration of new users | `true` |
 

app/Ai/Agents/ChatWithHoldingAgent.php

@@ -0,0 +1,66 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Ai\Agents;
+
+use App\Models\Holding;
+use Laravel\Ai\Concerns\RemembersConversations;
+use Laravel\Ai\Contracts\Agent;
+use Laravel\Ai\Contracts\Conversational;
+use Laravel\Ai\Contracts\HasTools;
+use Laravel\Ai\Contracts\Tool;
+use Laravel\Ai\Promptable;
+use Stringable;
+
+class ChatWithHoldingAgent implements Agent, Conversational, HasTools
+{
+    use Promptable;
+    use RemembersConversations;
+
+    public function __construct(public readonly Holding $holding) {}
+
+    /**
+     * Get the instructions that the agent should follow.
+     */
+    public function instructions(): Stringable|string
+    {
+        $holding = $this->holding;
+        $quantity = $holding->quantity > 0
+            ? 'a total of '.$holding->quantity
+            : 'ZERO';
+
+        return 'Most recent training data: '.now()->toDateString().'.
+
+You are an investment portfolio assistant providing advice to an investor. Use the following information to provide relevant recommendations. Use the words \'likely\' or \'may\' instead of concrete statements (except for obvious statements of fact or common sense). Do not apologize. Be polite, but minimize gratuitous niceties. If something is unclear, ask for clarification. When referencing numbers with precision, always round to the nearest 100th decimal place. If no precision, display numbers in integers.
+
+The investor owns '.$quantity.' shares of '.$holding->market_data->name.' (ticker: '.$holding->symbol.') with an average cost basis of '.$holding->average_cost_basis.'. Here are the relevant transactions - sales and purchases of '.$holding->symbol.':
+
+'.$holding->getFormattedTransactions().'
+
+This investor has earned $ '.$holding->dividends_earned.' in dividends so far and earned '.$holding->realized_gains_dollars.' in realized gains (sales) from '.$holding->symbol.' in this portfolio.
+
+The current market price for '.$holding->symbol.' is '.$holding->market_data->market_value.'. Additionally, here\'s other critical fundamentals for '.$holding->market_data->name.' that might help:
+ * Market cap: '.$holding->market_data->market_cap.'
+ * Forward PE: '.$holding->market_data->forward_pe.'
+ * Trailing PE: '.$holding->market_data->trailing_pe.'
+ * Book value: '.$holding->market_data->book_value.'
+ * 52 week low: '.$holding->market_data->fifty_two_week_low.'
+ * 52 week high: '.$holding->market_data->fifty_two_week_high.'
+ * Dividend yield: '.$holding->market_data->dividend_yield.'
+
+Based on this current market data, quantity owned, and average cost basis, you should determine if the '.$holding->symbol.' holding is making or losing money.
+
+Below is the question from the investor. Considering these facts, provide a concise response to the following question (give a direct response). Limit your response to no more than 75 words and consider using a common decision framework. Use github style markdown for any formatting:';
+    }
+
+    /**
+     * Get the tools available to the agent.
+     *
+     * @return Tool[]
+     */
+    public function tools(): iterable
+    {
+        return [];
+    }
+}

app/Ai/Agents/ChatWithPortfolioAgent.php

@@ -0,0 +1,50 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Ai\Agents;
+
+use App\Models\Portfolio;
+use Laravel\Ai\Concerns\RemembersConversations;
+use Laravel\Ai\Contracts\Agent;
+use Laravel\Ai\Contracts\Conversational;
+use Laravel\Ai\Contracts\HasTools;
+use Laravel\Ai\Contracts\Tool;
+use Laravel\Ai\Promptable;
+use Stringable;
+
+class ChatWithPortfolioAgent implements Agent, Conversational, HasTools
+{
+    use Promptable;
+    use RemembersConversations;
+
+    public function __construct(public readonly Portfolio $portfolio) {}
+
+    /**
+     * Get the instructions that the agent should follow.
+     */
+    public function instructions(): Stringable|string
+    {
+        return 'Most recent training data: '.now()->toDateString().'.
+
+You are an investment portfolio assistant providing advice to an investor. Use the following information to provide relevant recommendations. Use the words \'likely\' or \'may\' in lieu of concrete statements (except for obvious statements of fact or common sense). Do not apologize. Be polite, but minimize gratuitous niceties. When referencing numbers with precision, always round to the nearest 100th decimal place. If no precision, display numbers in integers.
+
+The investor has the following holdings in this portfolio:
+
+'.$this->portfolio->getFormattedHoldings().'
+
+Based on the current market data, quantity owned, and average cost basis, you can determine the performance of any holding.
+
+Below is the question from the investor. Considering these facts, provide a concise response to the following question (give a direct response). Limit your response to no more than 75 words and consider using a common decision framework. Use github style markdown for any formatting:';
+    }
+
+    /**
+     * Get the tools available to the agent.
+     *
+     * @return Tool[]
+     */
+    public function tools(): iterable
+    {
+        return [];
+    }
+}

app/Ai/Agents/ChatWithSuggestedPromptsAgent.php

@@ -0,0 +1,76 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Ai\Agents;
+
+use Illuminate\Contracts\JsonSchema\JsonSchema;
+use Laravel\Ai\Contracts\Agent;
+use Laravel\Ai\Contracts\HasStructuredOutput;
+use Laravel\Ai\Contracts\HasTools;
+use Laravel\Ai\Contracts\Messages;
+use Laravel\Ai\Contracts\Tool;
+use Laravel\Ai\Promptable;
+use Stringable;
+
+class ChatWithSuggestedPromptsAgent implements Agent, HasStructuredOutput, HasTools
+{
+    use Promptable;
+
+    public function __construct(
+        public array $messages
+    ) {}
+
+    /**
+     * Get the instructions that the agent should follow.
+     */
+    public function instructions(): Stringable|string
+    {
+        return 'Your role is a savvy helper that assists curious investors in asking thoughtful questions to investment advisors.
+
+You should recommend between 1 and 5 (no more than 5) questions. You should ensure the questions you recommend are based on the provided context. Be sure to keep the questions short!
+
+The questions you recommend might be based on natural follow up from the given context, requests to further refine a previous response, clarify undefined terms, common decision frameworks, possible risks or benefits, or commonly understood investing concepts that may require additional explanation.
+
+Generate between 1 and 5 (no more than 5) follow up questions a curious investor might ask their advisor based on the provided conversation.';
+    }
+
+    /**
+     * Get the tools available to the agent.
+     *
+     * @return Tool[]
+     */
+    public function tools(): iterable
+    {
+        return [];
+    }
+
+    /**
+     * Get the messages available to the agent.
+     *
+     * @return Messages[]
+     */
+    public function messages(): iterable
+    {
+        return $this->messages;
+    }
+
+    /**
+     * Get the agent's structured output schema definition.
+     */
+    public function schema(JsonSchema $schema): array
+    {
+        return [
+            'suggested_prompts' => $schema->array()->items(
+                $schema->object([
+                    'text' => $schema->string()
+                        ->description('Short description of suggested prompt (no more than 5 words)')
+                        ->required(),
+                    'value' => $schema->string()
+                        ->description('The detailed version of the prompt (think good prompt engineering!)')
+                        ->required(),
+                ])->withoutAdditionalProperties()
+            )->required(),
+        ];
+    }
+}

app/Livewire/Datatables/HoldingsTable.php

@@ -1,171 +0,0 @@
-<?php
-
-declare(strict_types=1);
-
-namespace App\Livewire\Datatables;
-
-use App\Models\Holding;
-use Illuminate\Database\Eloquent\Builder;
-use Illuminate\Support\Number;
-use Rappasoft\LaravelLivewireTables\DataTableComponent;
-use Rappasoft\LaravelLivewireTables\Views\Column;
-
-class HoldingsTable extends DataTableComponent
-{
-    public $portfolio;
-
-    public array $hiddenColumns = [];
-
-    public function mount($portfolio): void
-    {
-        //
-    }
-
-    public function builder(): Builder
-    {
-        return Holding::query()
-            ->portfolio($this->portfolio->id)
-            ->with(['market_data'])
-            ->withCount(['transactions as num_transactions' => function ($query) {
-                return $query->whereRaw('transactions.symbol = holdings.symbol');
-            }])
-            ->withPerformance();
-    }
-
-    public function configure(): void
-    {
-        $this->hiddenColumns = ['name', 'average_cost_basis', 'market_value', 'fifty_two_week_low', 'fifty_two_week_high'];
-
-        $this->setTableWrapperAttributes([
-            'default' => false,
-            'default-styling' => false,
-            'default-colors' => false,
-            'class' => 'overflow-scroll',
-        ]);
-        $this->setTableAttributes([
-            'default' => false,
-            'default-styling' => false,
-            'default-colors' => false,
-            'class' => 'table',
-        ]);
-        $this->setTheadAttributes([
-            'default' => false,
-            'default-styling' => true,
-            'default-colors' => false,
-        ]);
-        $this->setThAttributes(function (Column $column) {
-
-            $attributes = [
-                'default' => false,
-                'default-styling' => false,
-                'default-colors' => false,
-                'class' => 'text-xs font-medium whitespace-nowrap uppercase tracking-wider text-nowrap',
-            ];
-
-            if (in_array($column->getField(), $this->hiddenColumns)) {
-                $attributes['class'] = $attributes['class'].' hidden md:table-cell';
-            }
-
-            return $attributes;
-        });
-        $this->setThSortButtonAttributes(fn () => [
-            'default' => false,
-            'default-styling' => true,
-            'default-colors' => false,
-            'class' => 'cursor-pointer',
-        ]);
-        $this->setTbodyAttributes([
-            'default' => false,
-            'default-styling' => true,
-            'default-colors' => false,
-        ]);
-        $this->setTrAttributes(fn () => [
-            'default' => false,
-            'default-styling' => true,
-            'default-colors' => false,
-            'class' => 'cursor-pointer hover:bg-neutral/25',
-        ]);
-        $this->setTdAttributes(function (Column $column) {
-
-            $attributes = [
-                'default' => false,
-                'default-styling' => false,
-                'default-colors' => false,
-                'class' => 'text-nowrap',
-            ];
-
-            if (in_array($column->getField(), $this->hiddenColumns)) {
-                $attributes['class'] = $attributes['class'].' hidden md:table-cell';
-            }
-
-            return $attributes;
-        });
-
-        $this->setDefaultSort('symbol', 'asc');
-
-        $this->setToolsDisabled();
-        $this->setFooterDisabled();
-        $this->setPaginationDisabled();
-        $this->setDisplayPaginationDetailsDisabled();
-
-        $this->setPrimaryKey('id');
-
-        $this->setTableRowUrl(function ($row) {
-            return route('holding.show', ['portfolio' => $row->portfolio_id, 'symbol' => $row->symbol]);
-
-        })->setTableRowUrlTarget(function ($row) {
-
-            return 'navigate';
-        });
-    }
-
-    public function columns(): array
-    {
-        return [
-            Column::make(__('Symbol'), 'symbol')
-                ->sortable(),
-            Column::make(__('Name'), 'market_data.name')
-                ->sortable(),
-            Column::make(__('Quantity'), 'quantity')
-                ->sortable(),
-            Column::make(__('Average Cost Basis'), 'average_cost_basis')
-                ->sortable()
-                ->format(fn ($value, $row) => Number::currency($value ?? 0, $row->market_data?->currency)),
-            Column::make(__('Total Cost Basis'), 'total_cost_basis')
-                ->sortable()
-                ->format(fn ($value, $row) => Number::currency($value ?? 0, $row->market_data?->currency)),
-            Column::make(__('Market Value'), 'market_data.market_value')
-                ->sortable()
-                ->format(fn ($value, $row) => Number::currency($value ?? 0, $row->market_data?->currency)),
-            Column::make(__('Total Market Value'))
-                ->sortable(fn (Builder $query, string $direction) => $query->orderBy('total_market_value', $direction))
-                ->label(fn ($row) => Number::currency($row->total_market_value ?? 0, $row->market_data?->currency)),
-            Column::make(__('Market Gain/Loss'))
-                ->html()
-                ->label(fn ($row) => Number::currency($row->market_gain_dollars ?? 0, $row->market_data?->currency).view('components.ui.gain-loss-arrow-badge', [
-                    'costBasis' => $row->average_cost_basis,
-                    'marketValue' => $row->market_data?->market_value,
-                    'small' => true,
-                ]))
-                ->sortable(fn (Builder $query, string $direction) => $query->orderBy('market_gain_dollars', $direction)),
-            Column::make(__('Realized Gain/Loss'), 'realized_gain_dollars')
-                ->sortable()
-                ->format(fn ($value, $row) => Number::currency($value ?? 0, $row->market_data?->currency)),
-            Column::make(__('Dividends Earned'), 'dividends_earned')
-                ->sortable()
-                ->format(fn ($value, $row) => Number::currency($value ?? 0, $row->market_data?->currency)),
-            Column::make(__('52 week low'), 'market_data.fifty_two_week_low')
-                ->sortable()
-                ->format(fn ($value, $row) => Number::currency($value ?? 0, $row->market_data?->currency)),
-            Column::make(__('52 week high'), 'market_data.fifty_two_week_high')
-                ->sortable()
-                ->format(fn ($value, $row) => Number::currency($value ?? 0, $row->market_data?->currency)),
-            Column::make(__('Number of Transactions'))
-                ->sortable(fn (Builder $query, string $direction) => $query->orderBy('num_transactions', $direction))
-                ->label(fn ($row) => $row->num_transactions),
-            Column::make(__('Last Refreshed'), 'market_data.updated_at')
-                ->sortable()
-                ->format(fn ($value) => \Carbon\Carbon::parse($value)->diffForHumans()),
-        ];
-    }
-}

app/Livewire/Datatables/TransactionsTable.php

@@ -1,159 +0,0 @@
-<?php
-
-declare(strict_types=1);
-
-namespace App\Livewire\Datatables;
-
-use App\Models\Transaction;
-use Illuminate\Database\Eloquent\Builder;
-use Illuminate\Support\Number;
-use Rappasoft\LaravelLivewireTables\DataTableComponent;
-use Rappasoft\LaravelLivewireTables\Views\Column;
-
-class TransactionsTable extends DataTableComponent
-{
-    public array $hiddenColumns = [];
-
-    public function mount(): void
-    {
-        //
-    }
-
-    public function builder(): Builder
-    {
-        return Transaction::query()
-            ->with(['portfolio', 'market_data'])
-            ->myTransactions()
-            ->addSelect(['portfolio_id', 'transaction_type', 'split', 'cost_basis'])
-            ->selectRaw('
-                (CASE
-                    WHEN transaction_type = \'SELL\' 
-                    THEN COALESCE(transactions.sale_price, 0)
-                    ELSE COALESCE(market_data.market_value, 0)
-                END) - COALESCE(transactions.cost_basis, 0) AS gain_dollars');
-    }
-
-    public function configure(): void
-    {
-        $this->hiddenColumns = ['name', 'cost_basis', 'gain_dollars'];
-
-        $this->setTableWrapperAttributes([
-            'default' => false,
-            'default-styling' => false,
-            'default-colors' => false,
-            'class' => 'overflow-scroll',
-        ]);
-        $this->setTableAttributes([
-            'default' => false,
-            'default-styling' => false,
-            'default-colors' => false,
-            'class' => 'table',
-        ]);
-        $this->setTheadAttributes([
-            'default' => false,
-            'default-styling' => true,
-            'default-colors' => false,
-        ]);
-        $this->setThAttributes(function (Column $column) {
-
-            $attributes = [
-                'default' => false,
-                'default-styling' => false,
-                'default-colors' => false,
-                'class' => 'text-xs font-medium whitespace-nowrap uppercase tracking-wider text-nowrap',
-            ];
-
-            if (in_array($column->getField(), $this->hiddenColumns)) {
-                $attributes['class'] = $attributes['class'].' hidden md:table-cell';
-            }
-
-            return $attributes;
-        });
-        $this->setThSortButtonAttributes(fn () => [
-            'default' => false,
-            'default-styling' => true,
-            'default-colors' => false,
-            'class' => 'cursor-pointer',
-        ]);
-        $this->setTbodyAttributes([
-            'default' => false,
-            'default-styling' => true,
-            'default-colors' => false,
-        ]);
-        $this->setTrAttributes(fn () => [
-            'default' => false,
-            'default-styling' => true,
-            'default-colors' => false,
-            'class' => 'cursor-pointer hover:bg-neutral/25',
-        ]);
-        $this->setTdAttributes(function (Column $column) {
-
-            $attributes = [
-                'default' => false,
-                'default-styling' => false,
-                'default-colors' => false,
-                'class' => 'text-nowrap',
-            ];
-
-            if (in_array($column->getField(), $this->hiddenColumns)) {
-                $attributes['class'] = $attributes['class'].' hidden md:table-cell';
-            }
-
-            return $attributes;
-        });
-
-        $this->setDefaultSort('date', 'desc');
-
-        $this->setPerPageAccepted([10, 15, 20]);
-        $this->setPerPage(15);
-        $this->setSearchDisabled();
-        $this->setColumnSelectDisabled();
-        $this->setPerPageVisibilityDisabled();
-        $this->setFooterDisabled();
-
-        $this->setPrimaryKey('id');
-
-        $this->setTableRowUrl(function ($row) {
-            return route('holding.show', ['portfolio' => $row->portfolio_id, 'symbol' => $row->symbol]);
-
-        })->setTableRowUrlTarget(function ($row) {
-
-            return 'navigate';
-        });
-    }
-
-    public function columns(): array
-    {
-        return [
-
-            Column::make(__('Date'), 'date')
-                ->sortable()
-                ->format(fn ($value) => \Carbon\Carbon::parse($value)->format('M d, Y')),
-            Column::make(__('Portfolio'), 'portfolio.title')
-                ->sortable(),
-            Column::make(__('Symbol'), 'symbol')
-                ->sortable(),
-            Column::make(__('Name'), 'market_data.name')
-                ->sortable(),
-            Column::make(__('Type'), 'transaction_type')
-                ->label(fn ($row) => view('components.ui.badge', [
-                    'value' => $row->split ? 'SPLIT'
-                        : ($row->reinvested_dividend
-                            ? 'REINVEST'
-                            : $row->transaction_type),
-                    'class' => ($row->transaction_type == 'BUY'
-                        ? 'badge-success'
-                        : 'badge-error').' badge-sm mr-3',
-                ]))
-                ->sortable(fn (Builder $query, string $direction) => $query->orderBy('transaction_type', $direction)),
-            Column::make(__('Quantity'), 'quantity')
-                ->sortable(),
-            Column::make(__('Cost Basis'), 'cost_basis')
-                ->sortable(fn (Builder $query, string $direction) => $query->orderBy('cost_basis', $direction))
-                ->label(fn ($row) => Number::currency($row->cost_basis ?? 0, $row->market_data->currency)),
-            Column::make(__('Gain/Loss'), 'gain_dollars')
-                ->sortable(fn (Builder $query, string $direction) => $query->orderBy('gain_dollars', $direction))
-                ->label(fn ($row) => Number::currency($row->gain_dollars ?? 0, $row->market_data->currency)),
-        ];
-    }
-}

app/Livewire/Tables/HoldingsTable.php

@@ -0,0 +1,119 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Livewire\Tables;
+
+use App\Models\Holding;
+use Filament\Actions\Concerns\InteractsWithActions;
+use Filament\Actions\Contracts\HasActions;
+use Filament\Schemas\Concerns\InteractsWithSchemas;
+use Filament\Schemas\Contracts\HasSchemas;
+use Filament\Support\Contracts\TranslatableContentDriver;
+use Filament\Tables\Columns\TextColumn;
+use Filament\Tables\Concerns\InteractsWithTable;
+use Filament\Tables\Contracts\HasTable;
+use Filament\Tables\Table;
+use Illuminate\Support\Number;
+use Livewire\Component;
+
+class HoldingsTable extends Component implements HasActions, HasSchemas, HasTable
+{
+    use InteractsWithActions;
+    use InteractsWithSchemas;
+    use InteractsWithTable;
+
+    public $portfolio;
+
+    public function makeFilamentTranslatableContentDriver(): ?TranslatableContentDriver
+    {
+        return null;
+    }
+
+    public function table(Table $table): Table
+    {
+
+        return $table
+            ->query(
+                Holding::query()
+                    ->portfolio($this->portfolio->id)
+                    ->withMarketData()
+                    ->withCount(['transactions as num_transactions' => function ($query) {
+                        return $query->whereRaw('transactions.symbol = holdings.symbol');
+                    }])
+                    ->withPerformance()
+            )
+            ->defaultSort('symbol', 'asc')
+            ->paginated(false)
+            ->recordUrl(fn ($record) => route('holding.show', ['portfolio' => $record->portfolio_id, 'symbol' => $record->symbol]))
+            ->columns([
+                TextColumn::make('symbol')
+                    ->label(__('Symbol'))
+                    ->sortable(),
+                TextColumn::make('market_data.name')
+                    ->label(__('Name'))
+                    ->sortable(),
+                TextColumn::make('quantity')
+                    ->label(__('Quantity'))
+                    ->sortable(),
+                TextColumn::make('average_cost_basis')
+                    ->label(__('Average Cost Basis'))
+                    ->sortable()
+                    ->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data?->currency)),
+                TextColumn::make('total_cost_basis')
+                    ->label(__('Total Cost Basis'))
+                    ->sortable()
+                    ->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data?->currency)),
+                TextColumn::make('market_data.market_value')
+                    ->label(__('Market Value'))
+                    ->sortable()
+                    ->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data?->currency)),
+                TextColumn::make('total_market_value')
+                    ->label(__('Total Market Value'))
+                    ->sortable()
+                    ->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data?->currency)),
+                TextColumn::make('market_gain_dollars')
+                    ->label(__('Market Gain/Loss'))
+                    ->sortable()
+                    ->html()
+                    ->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data?->currency).view('components.ui.gain-loss-arrow-badge', [
+                        'costBasis' => $record->average_cost_basis,
+                        'marketValue' => $record->market_data?->market_value,
+                        'small' => true,
+                    ])->render()),
+                TextColumn::make('realized_gain_dollars')
+                    ->label(__('Realized Gain/Loss'))
+                    ->sortable()
+                    ->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data?->currency)),
+                TextColumn::make('dividends_earned')
+                    ->label(__('Dividends Earned'))
+                    ->sortable()
+                    ->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data?->currency)),
+                TextColumn::make('market_data.fifty_two_week_low')
+                    ->label(__('52 week low'))
+                    ->sortable()
+                    ->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data?->currency)),
+                TextColumn::make('market_data.fifty_two_week_high')
+                    ->label(__('52 week high'))
+                    ->sortable()
+                    ->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data?->currency)),
+                TextColumn::make('num_transactions')
+                    ->label(__('Number of Transactions'))
+                    ->sortable(),
+                TextColumn::make('market_data.updated_at')
+                    ->label(__('Last Refreshed'))
+                    ->sortable()
+                    ->since(),
+            ])
+            ->stackedOnMobile();
+    }
+
+    public function render(): string
+    {
+        return <<<'HTML'
+        <div>
+            {{ $this->table }}
+        </div>
+        HTML;
+    }
+}

app/Livewire/Tables/TransactionsTable.php

@@ -0,0 +1,107 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Livewire\Tables;
+
+use App\Models\Transaction;
+use Carbon\Carbon;
+use Filament\Actions\Concerns\InteractsWithActions;
+use Filament\Actions\Contracts\HasActions;
+use Filament\Schemas\Concerns\InteractsWithSchemas;
+use Filament\Schemas\Contracts\HasSchemas;
+use Filament\Support\Contracts\TranslatableContentDriver;
+use Filament\Tables\Columns\TextColumn;
+use Filament\Tables\Concerns\InteractsWithTable;
+use Filament\Tables\Contracts\HasTable;
+use Filament\Tables\Filters\SelectFilter;
+use Filament\Tables\Table;
+use Illuminate\Support\Number;
+use Livewire\Component;
+
+class TransactionsTable extends Component implements HasActions, HasSchemas, HasTable
+{
+    use InteractsWithActions;
+    use InteractsWithSchemas;
+    use InteractsWithTable;
+
+    public function makeFilamentTranslatableContentDriver(): ?TranslatableContentDriver
+    {
+        return null;
+    }
+
+    public function table(Table $table): Table
+    {
+        return $table
+            ->filters([
+                SelectFilter::make('transaction_type')
+                    ->options([
+                        'BUY' => 'BUY',
+                        'SELL' => 'SELL',
+                    ]),
+                SelectFilter::make('portfolio')
+                    ->relationship('portfolio', 'title'),
+            ])
+            ->deferFilters(false)
+            ->query(
+                Transaction::query()
+                    ->with(['portfolio', 'market_data'])
+                    ->myTransactions()
+                    ->addSelect(['transactions.*'])
+                    ->selectRaw('
+                        (CASE
+                            WHEN transaction_type = \'SELL\'
+                            THEN COALESCE(transactions.sale_price, 0)
+                            ELSE COALESCE((SELECT market_value FROM market_data WHERE market_data.symbol = transactions.symbol LIMIT 1), 0)
+                        END) - COALESCE(transactions.cost_basis, 0) AS gain_dollars')
+            )
+            ->defaultSort('date', 'desc')
+            ->extremePaginationLinks()
+            ->paginated([10])
+            ->defaultPaginationPageOption(10)
+            ->recordUrl(fn ($record) => route('holding.show', ['portfolio' => $record->portfolio_id, 'symbol' => $record->symbol]))
+            ->columns([
+                TextColumn::make('date')
+                    ->label(__('Date'))
+                    ->sortable()
+                    ->formatStateUsing(fn ($state) => Carbon::parse($state)->format('M d, Y')),
+                TextColumn::make('portfolio.title')
+                    ->label(__('Portfolio'))
+                    ->sortable(),
+                TextColumn::make('symbol')
+                    ->label(__('Symbol'))
+                    ->sortable(),
+                TextColumn::make('market_data.name')
+                    ->label(__('Name'))
+                    ->sortable(),
+                TextColumn::make('transaction_type')
+                    ->label(__('Type'))
+                    ->sortable()
+                    ->html()
+                    ->formatStateUsing(fn ($state, $record) => view('components.ui.badge', [
+                        'value' => $record->split ? 'SPLIT' : ($record->reinvested_dividend ? 'REINVEST' : $record->transaction_type),
+                        'class' => ($record->transaction_type == 'BUY' ? 'badge-success' : 'badge-error').' badge-sm mr-3',
+                    ])->render()),
+                TextColumn::make('quantity')
+                    ->label(__('Quantity'))
+                    ->sortable(),
+                TextColumn::make('cost_basis')
+                    ->label(__('Cost Basis'))
+                    ->sortable()
+                    ->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data->currency)),
+                TextColumn::make('gain_dollars')
+                    ->label(__('Gain/Loss'))
+                    ->sortable()
+                    ->formatStateUsing(fn ($state, $record) => Number::currency($state ?? 0, $record->market_data->currency)),
+            ]);
+    }
+
+    public function render(): string
+    {
+        return <<<'HTML'
+        <div>
+            {{ $this->table }}
+        </div>
+        HTML;
+    }
+}

app/Models/AgentConversationMessage.php

@@ -0,0 +1,31 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Models;
+
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+
+class AgentConversationMessage extends Model
+{
+    protected $table = 'agent_conversation_messages';
+
+    public $incrementing = false;
+
+    protected $keyType = 'string';
+
+    protected $fillable = [
+        'id',
+        'conversation_id',
+        'user_id',
+        'agent',
+        'role',
+        'content',
+    ];
+
+    public function conversation(): BelongsTo
+    {
+        return $this->belongsTo(ChatWithConversation::class, 'conversation_id');
+    }
+}

app/Models/AiChat.php

@@ -1,40 +0,0 @@
-<?php
-
-declare(strict_types=1);
-
-namespace App\Models;
-
-use Illuminate\Database\Eloquent\Concerns\HasUuids;
-use Illuminate\Database\Eloquent\Model;
-
-class AiChat extends Model
-{
-    use HasUuids;
-
-    protected $fillable = [
-        'role',
-        'content',
-    ];
-
-    protected $hidden = [];
-
-    protected static function boot()
-    {
-        parent::boot();
-
-        static::creating(function ($chat) {
-
-            $chat->user_id = auth()->user()->id;
-        });
-    }
-
-    public function user()
-    {
-        return $this->belongsTo(User::class);
-    }
-
-    public function chatable()
-    {
-        return $this->morphTo();
-    }
-}

app/Models/ChatWithConversation.php

@@ -0,0 +1,48 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Models;
+
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\HasMany;
+use Illuminate\Database\Eloquent\Relations\MorphTo;
+use Illuminate\Support\Str;
+
+class ChatWithConversation extends Model
+{
+    protected $table = 'agent_conversations';
+
+    public $incrementing = false;
+
+    protected $keyType = 'string';
+
+    protected $fillable = [
+        'id',
+        'user_id',
+        'title',
+        'chatable_type',
+        'chatable_id',
+    ];
+
+    protected static function boot(): void
+    {
+        parent::boot();
+
+        static::creating(function (ChatWithConversation $model) {
+            if (empty($model->id)) {
+                $model->id = (string) Str::uuid7();
+            }
+        });
+    }
+
+    public function chatable(): MorphTo
+    {
+        return $this->morphTo();
+    }
+
+    public function messages(): HasMany
+    {
+        return $this->hasMany(AgentConversationMessage::class, 'conversation_id');
+    }
+}

app/Models/Dividend.php

@@ -155,7 +155,10 @@ class Dividend extends Model
             * dividends.dividend_amount
             AS total_received
         ")->join('transactions', 'transactions.symbol', '=', 'dividends.symbol')
-            ->join('holdings', 'transactions.portfolio_id', '=', 'holdings.portfolio_id')
+            ->join('holdings', function ($join) {
+                $join->on('transactions.portfolio_id', '=', 'holdings.portfolio_id')
+                    ->on('holdings.symbol', '=', 'dividends.symbol');
+            })
             ->where('dividends.symbol', $symbol)
             ->groupBy('holdings.portfolio_id', 'dividends.date', 'dividends.symbol', 'dividends.dividend_amount', 'dividends.dividend_amount_base');
 

app/Models/Holding.php

@@ -8,7 +8,9 @@ use App\Traits\HasMarketData;
 use Illuminate\Database\Eloquent\Concerns\HasUuids;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\MorphOne;
 use Illuminate\Support\Arr;
+use Illuminate\Support\Carbon;
 use Illuminate\Support\Collection;
 use Illuminate\Support\Facades\DB;
 
@@ -161,14 +163,10 @@ class Holding extends Model
             ->orderBy('date', 'DESC');
     }
 
-    /**
+    public function chatWithConversation(): MorphOne
-     * Related chats for holding
-     *
-     * @return void
-     */
-    public function chats()
     {
-        return $this->morphMany(AiChat::class, 'chatable')->where('user_id', auth()->user()->id);
+        return $this->morphOne(ChatWithConversation::class, 'chatable')
+            ->where('user_id', auth()->id());
     }
 
     public function scopeWithMarketData($query)
@@ -449,7 +447,7 @@ class Holding extends Model
         $this->save();
     }
 
-    public function qtyOwned(?\Illuminate\Support\Carbon $date = null)
+    public function qtyOwned(?Carbon $date = null)
     {
         if ($date == null) {
             $date = now();
@@ -470,8 +468,8 @@ class Holding extends Model
      * @return void
      */
     public function dailyPerformance(
-        ?\Illuminate\Support\Carbon $start_date = null,
+        ?Carbon $start_date = null,
-        ?\Illuminate\Support\Carbon $end_date = null,
+        ?Carbon $end_date = null,
     ) {
         if ($start_date == null) {
             $start_date = now();

app/Models/Portfolio.php

@@ -5,6 +5,7 @@ declare(strict_types=1);
 namespace App\Models;
 
 use App\Interfaces\MarketData\MarketDataInterface;
+use App\Models\ChatWithConversation;
 use App\Notifications\InvitedOnboardingNotification;
 use Carbon\CarbonPeriod;
 use Illuminate\Database\Eloquent\Concerns\HasUuids;
@@ -68,14 +69,10 @@ class Portfolio extends Model
         return $this->hasMany(DailyChange::class);
     }
 
-    /**
+    public function chatWithConversation(): \Illuminate\Database\Eloquent\Relations\MorphOne
-     * Related chats for portfolio
-     *
-     * @return void
-     */
-    public function chats()
     {
-        return $this->morphMany(AiChat::class, 'chatable')->where('user_id', auth()->user()->id);
+        return $this->morphOne(ChatWithConversation::class, 'chatable')
+            ->where('user_id', auth()->id());
     }
 
     public function scopeMyPortfolios()

app/Providers/AppServiceProvider.php

@@ -4,6 +4,10 @@ declare(strict_types=1);
 
 namespace App\Providers;
 
+use App\Interfaces\MarketData\FallbackInterface;
+use App\Interfaces\MarketData\MarketDataInterface;
+use Filament\Support\Colors\Color;
+use Filament\Support\Facades\FilamentColor;
 use Illuminate\Http\Resources\Json\JsonResource;
 use Illuminate\Support\Arr;
 use Illuminate\Support\Number;
@@ -18,8 +22,8 @@ class AppServiceProvider extends ServiceProvider
     public function register(): void
     {
         $this->app->bind(
-            \App\Interfaces\MarketData\MarketDataInterface::class,
+            MarketDataInterface::class,
-            \App\Interfaces\MarketData\FallbackInterface::class
+            FallbackInterface::class
         );
     }
 
@@ -28,6 +32,15 @@ class AppServiceProvider extends ServiceProvider
      */
     public function boot(): void
     {
+        FilamentColor::register([
+            'primary' => Color::Stone,
+            'gray' => Color::Zinc,
+            'info' => Color::Blue,
+            'success' => Color::Emerald,
+            'warning' => Color::Amber,
+            'danger' => Color::Red,
+        ]);
+
         JsonResource::withoutWrapping();
 
         Arr::macro('skipEmptyValues', function (array $array) {

boost.json

@@ -0,0 +1,11 @@
+{
+    "agents": [
+        "claude_code"
+    ],
+    "editors": [
+        "claude_code",
+        "vscode"
+    ],
+    "guidelines": [],
+    "herd_mcp": true
+}

composer.json

@@ -16,21 +16,22 @@
         "ext-mbstring": "*",
         "ext-zip": "*",
         "blade-ui-kit/blade-heroicons": "^2.6",
+        "filament/tables": "^5.0",
         "finnhub/client": "master@dev",
         "hackeresq/filter-models": "dev-main",
         "investbrainapp/frankfurter-client": "dev-main",
+        "laravel/ai": "^0.2.5",
         "laravel/fortify": "^1.30.0",
         "laravel/framework": "^12.0",
         "laravel/sanctum": "^4.0",
         "laravel/socialite": "^5.16",
         "laravel/tinker": "^2.9",
         "league/flysystem-aws-s3-v3": "^3.0",
-        "livewire/livewire": "^3.5",
+        "livewire/livewire": "^4.0",
         "livewire/volt": "^1.6",
         "maatwebsite/excel": "^3.1",
         "openai-php/client": "^0.10.3",
         "predis/predis": "^2.2",
-        "rappasoft/laravel-livewire-tables": "^3.7",
         "scheb/yahoo-finance-api": "^5.0",
         "staudenmeir/eloquent-has-many-deep": "^1.20",
         "symfony/cache": "^7.3",
@@ -38,8 +39,8 @@
     },
     "require-dev": {
         "fakerphp/faker": "^1.23",
+        "laravel/boost": "^1.8",
         "laravel/pint": "^1.25",
-        "laravel/sail": "^1.26",
         "mockery/mockery": "^1.6",
         "nunomaduro/collision": "^8.0",
         "phpunit/phpunit": "^11.0"
@@ -76,10 +77,12 @@
     "scripts": {
         "post-autoload-dump": [
             "Illuminate\\Foundation\\ComposerScripts::postAutoloadDump",
-            "@php artisan package:discover --ansi"
+            "@php artisan package:discover --ansi",
+            "@php artisan filament:upgrade"
         ],
         "post-update-cmd": [
-            "@php artisan vendor:publish --tag=laravel-assets --ansi --force"
+            "@php artisan vendor:publish --tag=laravel-assets --ansi --force",
+            "@php artisan boost:update --ansi; exit 0"
         ],
         "post-root-package-install": [
             "@php -r \"file_exists('.env') || copy('.env.example', '.env');\""

config/ai.php

@@ -0,0 +1,137 @@
+<?php
+
+declare(strict_types=1);
+
+return [
+
+    /*
+    |--------------------------------------------------------------------------
+    | Default AI Provider Names
+    |--------------------------------------------------------------------------
+    |
+    | Here you may specify which of the AI providers below should be the
+    | default for AI operations when no explicit provider is provided
+    | for the operation. This should be any provider defined below.
+    |
+    */
+
+    'default' => env('CHAT_PROVIDER', 'openai'),
+    'default_for_images' => 'gemini',
+    'default_for_audio' => 'openai',
+    'default_for_transcription' => 'openai',
+    'default_for_embeddings' => 'openai',
+    'default_for_reranking' => 'cohere',
+
+    'models' => [
+        'text' => [
+            'default' => env('CHAT_MODEL', null),
+        ],
+    ],
+
+    /*
+    |--------------------------------------------------------------------------
+    | Caching
+    |--------------------------------------------------------------------------
+    |
+    | Below you may configure caching strategies for AI related operations
+    | such as embedding generation. You are free to adjust these values
+    | based on your application's available caching stores and needs.
+    |
+    */
+
+    'caching' => [
+        'embeddings' => [
+            'cache' => false,
+            'store' => env('CACHE_STORE', 'database'),
+        ],
+    ],
+
+    /*
+    |--------------------------------------------------------------------------
+    | AI Providers
+    |--------------------------------------------------------------------------
+    |
+    | Below are each of your AI providers defined for this application. Each
+    | represents an AI provider and API key combination which can be used
+    | to perform tasks like text, image, and audio creation via agents.
+    |
+    */
+
+    'providers' => [
+        'anthropic' => [
+            'driver' => 'anthropic',
+            'key' => env('ANTHROPIC_API_KEY'),
+        ],
+
+        'azure' => [
+            'driver' => 'azure',
+            'key' => env('AZURE_OPENAI_API_KEY'),
+            'url' => env('AZURE_OPENAI_URL'),
+            'api_version' => env('AZURE_OPENAI_API_VERSION', '2024-10-21'),
+            'deployment' => env('AZURE_OPENAI_DEPLOYMENT', 'gpt-4o'),
+            'embedding_deployment' => env('AZURE_OPENAI_EMBEDDING_DEPLOYMENT', 'text-embedding-3-small'),
+        ],
+
+        'cohere' => [
+            'driver' => 'cohere',
+            'key' => env('COHERE_API_KEY'),
+        ],
+
+        'deepseek' => [
+            'driver' => 'deepseek',
+            'key' => env('DEEPSEEK_API_KEY'),
+        ],
+
+        'eleven' => [
+            'driver' => 'eleven',
+            'key' => env('ELEVENLABS_API_KEY'),
+        ],
+
+        'gemini' => [
+            'driver' => 'gemini',
+            'key' => env('GEMINI_API_KEY'),
+        ],
+
+        'groq' => [
+            'driver' => 'groq',
+            'key' => env('GROQ_API_KEY'),
+        ],
+
+        'jina' => [
+            'driver' => 'jina',
+            'key' => env('JINA_API_KEY'),
+        ],
+
+        'mistral' => [
+            'driver' => 'mistral',
+            'key' => env('MISTRAL_API_KEY'),
+        ],
+
+        'ollama' => [
+            'driver' => 'ollama',
+            'key' => env('OLLAMA_API_KEY', ''),
+            'url' => env('OLLAMA_BASE_URL', 'http://localhost:11434'),
+        ],
+
+        'openai' => [
+            'driver' => 'openai',
+            'key' => env('OPENAI_API_KEY'),
+        ],
+
+        'openrouter' => [
+            'driver' => 'openrouter',
+            'key' => env('OPENROUTER_API_KEY'),
+        ],
+
+        'voyageai' => [
+            'driver' => 'voyageai',
+            'key' => env('VOYAGEAI_API_KEY'),
+        ],
+
+        'xai' => [
+            'driver' => 'xai',
+            'key' => env('XAI_API_KEY'),
+        ],
+    ],
+
+];

database/migrations/2026_02_27_032405_create_agent_conversations_table.php

@@ -0,0 +1,53 @@
+<?php
+
+declare(strict_types=1);
+
+use App\Models\User;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+use Laravel\Ai\Migrations\AiMigration;
+
+return new class extends AiMigration
+{
+    /**
+     * Run the migrations.
+     */
+    public function up(): void
+    {
+        Schema::create('agent_conversations', function (Blueprint $table) {
+            $table->string('id', 36)->primary();
+            $table->foreignIdFor(User::class, 'user_id')->constrained()->onDelete('cascade')->nullable();
+            $table->string('title');
+            $table->timestamps();
+
+            $table->index(['user_id', 'updated_at']);
+        });
+
+        Schema::create('agent_conversation_messages', function (Blueprint $table) {
+            $table->string('id', 36)->primary();
+            $table->string('conversation_id', 36)->index();
+            $table->foreignIdFor(User::class, 'user_id')->constrained()->onDelete('cascade')->nullable();
+            $table->string('agent');
+            $table->string('role', 25);
+            $table->text('content');
+            $table->text('attachments');
+            $table->text('tool_calls');
+            $table->text('tool_results');
+            $table->text('usage');
+            $table->text('meta');
+            $table->timestamps();
+
+            $table->index(['conversation_id', 'user_id', 'updated_at'], 'conversation_index');
+            $table->index(['user_id']);
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::dropIfExists('agent_conversations');
+        Schema::dropIfExists('agent_conversation_messages');
+    }
+};

database/migrations/2026_02_27_032447_add_chatable_to_agent_conversations_table.php

@@ -0,0 +1,32 @@
+<?php
+
+declare(strict_types=1);
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    /**
+     * Run the migrations.
+     */
+    public function up(): void
+    {
+        Schema::table('agent_conversations', function (Blueprint $table) {
+            $table->nullableUuidMorphs('chatable');
+            $table->unique(['user_id', 'chatable_type', 'chatable_id'], 'chat_with_unique');
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::table('agent_conversations', function (Blueprint $table) {
+            $table->dropUnique('chat_with_unique');
+            $table->dropMorphs('chatable');
+        });
+    }
+};

package-lock.json

@@ -1,12 +1,12 @@
 {
-    "name": "investbrain",
+    "name": "relock-npm-lock-v2-sQGmDe",
     "lockfileVersion": 3,
     "requires": true,
     "packages": {
         "": {
             "dependencies": {
                 "@alpinejs/focus": "^3.15.0",
-                "@alpinejs/persist": "^3.14.9",
+                "@alpinejs/persist": "^3.15.4",
                 "@alpinejs/resize": "^3.14.9",
                 "alpinejs": "^3.14.9",
                 "apexcharts": "^3.51.0"
@@ -35,9 +35,9 @@
             }
         },
         "node_modules/@alpinejs/persist": {
-            "version": "3.15.0",
+            "version": "3.15.4",
-            "resolved": "https://registry.npmjs.org/@alpinejs/persist/-/persist-3.15.0.tgz",
+            "resolved": "https://registry.npmjs.org/@alpinejs/persist/-/persist-3.15.4.tgz",
-            "integrity": "sha512-SmW1DWn9FRflfPqZZtpTq+2uXDq/ohbSiKmYg6HXX1UxQnsaSkTT0HT72SQcbqOC3WmIUF28CberBnwiWoqmpw==",
+            "integrity": "sha512-PdSpPTh8sUN8a3S2BoJWpXbod68RqjuW9QGtDp0LJclAFERVjLLx2K5YzQSSg5IDQJV9OMiknSpzcEYeZPwLNw==",
             "license": "MIT"
         },
         "node_modules/@alpinejs/resize": {

package.json

@@ -19,7 +19,7 @@
     },
     "dependencies": {
         "@alpinejs/focus": "^3.15.0",
-        "@alpinejs/persist": "^3.14.9",
+        "@alpinejs/persist": "^3.15.4",
         "@alpinejs/resize": "^3.14.9",
         "alpinejs": "^3.14.9",
         "apexcharts": "^3.51.0"

public/js/filament/actions/actions.js

@@ -0,0 +1 @@
+(()=>{var n=({livewireId:e})=>({actionNestingIndex:null,init(){window.addEventListener("sync-action-modals",t=>{t.detail.id===e&&this.syncActionModals(t.detail.newActionNestingIndex,t.detail.shouldOverlayParentActions??!1)})},syncActionModals(t,i=!1){if(this.actionNestingIndex===t){this.actionNestingIndex!==null&&this.$nextTick(()=>this.openModal());return}let s=this.actionNestingIndex!==null&&t!==null&&t>this.actionNestingIndex;if(this.actionNestingIndex!==null&&!(i&&s)&&this.closeModal(),this.actionNestingIndex=t,this.actionNestingIndex!==null){if(!this.$el.querySelector(`#${this.generateModalId(t)}`)){this.$nextTick(()=>this.openModal());return}this.openModal()}},generateModalId(t){return`fi-${e}-action-`+t},openModal(){let t=this.generateModalId(this.actionNestingIndex);document.dispatchEvent(new CustomEvent("open-modal",{bubbles:!0,composed:!0,detail:{id:t}}))},closeModal(){let t=this.generateModalId(this.actionNestingIndex);document.dispatchEvent(new CustomEvent("close-modal-quietly",{bubbles:!0,composed:!0,detail:{id:t}}))}});document.addEventListener("alpine:init",()=>{window.Alpine.data("filamentActionModals",n)});})();

public/js/filament/forms/components/checkbox-list.js

@@ -0,0 +1 @@
+function c({livewireId:s}){return{areAllCheckboxesChecked:!1,checkboxListOptions:[],search:"",unsubscribeLivewireHook:null,visibleCheckboxListOptions:[],init(){this.checkboxListOptions=Array.from(this.$root.querySelectorAll(".fi-fo-checkbox-list-option")),this.updateVisibleCheckboxListOptions(),this.$nextTick(()=>{this.checkIfAllCheckboxesAreChecked()}),this.unsubscribeLivewireHook=Livewire.interceptMessage(({message:e,onSuccess:t})=>{t(()=>{this.$nextTick(()=>{e.component.id===s&&(this.checkboxListOptions=Array.from(this.$root.querySelectorAll(".fi-fo-checkbox-list-option")),this.updateVisibleCheckboxListOptions(),this.checkIfAllCheckboxesAreChecked())})})}),this.$watch("search",()=>{this.updateVisibleCheckboxListOptions(),this.checkIfAllCheckboxesAreChecked()})},checkIfAllCheckboxesAreChecked(){this.areAllCheckboxesChecked=this.visibleCheckboxListOptions.length===this.visibleCheckboxListOptions.filter(e=>e.querySelector("input[type=checkbox]:checked, input[type=checkbox]:disabled")).length},toggleAllCheckboxes(){this.checkIfAllCheckboxesAreChecked();let e=!this.areAllCheckboxesChecked;this.visibleCheckboxListOptions.forEach(t=>{let i=t.querySelector("input[type=checkbox]");i.disabled||i.checked!==e&&(i.checked=e,i.dispatchEvent(new Event("change")))}),this.areAllCheckboxesChecked=e},updateVisibleCheckboxListOptions(){this.visibleCheckboxListOptions=this.checkboxListOptions.filter(e=>["",null,void 0].includes(this.search)||e.querySelector(".fi-fo-checkbox-list-option-label")?.innerText.toLowerCase().includes(this.search.toLowerCase())?!0:e.querySelector(".fi-fo-checkbox-list-option-description")?.innerText.toLowerCase().includes(this.search.toLowerCase()))},destroy(){this.unsubscribeLivewireHook?.()}}}export{c as default};

public/js/filament/forms/components/key-value.js

@@ -0,0 +1 @@
+function a({state:r}){return{state:r,rows:[],init(){this.updateRows(),this.rows.length<=0?this.rows.push({key:"",value:""}):this.updateState(),this.$watch("state",(e,t)=>{if(!Array.isArray(e))return;let s=i=>i===null?0:Array.isArray(i)?i.length:typeof i!="object"?0:Object.keys(i).length;s(e)===0&&s(t)===0||this.updateRows()})},addRow(){this.rows.push({key:"",value:""}),this.updateState()},deleteRow(e){this.rows.splice(e,1),this.rows.length<=0&&this.addRow(),this.updateState()},reorderRows(e){let t=Alpine.raw(this.rows);this.rows=[];let s=t.splice(e.oldIndex,1)[0];t.splice(e.newIndex,0,s),this.$nextTick(()=>{this.rows=t,this.updateState()})},updateRows(){let t=Alpine.raw(this.state).map(({key:s,value:i})=>({key:s,value:i}));this.rows.forEach(s=>{(s.key===""||s.key===null)&&t.push({key:"",value:s.value})}),this.rows=t},updateState(){let e=[];this.rows.forEach(t=>{t.key===""||t.key===null||e.push({key:t.key,value:t.value})}),JSON.stringify(this.state)!==JSON.stringify(e)&&(this.state=e)}}}export{a as default};

public/js/filament/forms/components/tags-input.js

@@ -0,0 +1 @@
+function s({state:n,splitKeys:a}){return{newTag:"",state:n,createTag(){if(this.newTag=this.newTag.trim(),this.newTag!==""){if(this.state.includes(this.newTag)){this.newTag="";return}this.state.push(this.newTag),this.newTag=""}},deleteTag(t){this.state=this.state.filter(e=>e!==t)},reorderTags(t){let e=this.state.splice(t.oldIndex,1)[0];this.state.splice(t.newIndex,0,e),this.state=[...this.state]},input:{"x-on:blur":"createTag()","x-model":"newTag","x-on:keydown"(t){["Enter",...a].includes(t.key)&&(t.preventDefault(),t.stopPropagation(),this.createTag())},"x-on:paste"(){this.$nextTick(()=>{if(a.length===0){this.createTag();return}let t=a.map(e=>e.replace(/[/\-\\^$*+?.()|[\]{}]/g,"\\$&")).join("|");this.newTag.split(new RegExp(t,"g")).forEach(e=>{this.newTag=e,this.createTag()})})}}}}export{s as default};

public/js/filament/forms/components/textarea.js

@@ -0,0 +1 @@
+function n({initialHeight:e,shouldAutosize:i,state:h}){return{state:h,wrapperEl:null,init(){this.wrapperEl=this.$el.parentNode,this.setInitialHeight(),i?this.$watch("state",()=>{this.resize()}):this.setUpResizeObserver()},setInitialHeight(){this.$el.scrollHeight<=0||(this.wrapperEl.style.height=e+"rem")},resize(){if(this.$el.scrollHeight<=0)return;let t=this.$el.style.height;this.$el.style.height="0px";let r=this.$el.scrollHeight;this.$el.style.height=t;let l=parseFloat(e)*parseFloat(getComputedStyle(document.documentElement).fontSize),s=Math.max(r,l)+"px";this.wrapperEl.style.height!==s&&(this.wrapperEl.style.height=s)},setUpResizeObserver(){new ResizeObserver(()=>{this.wrapperEl.style.height=this.$el.style.height}).observe(this.$el)}}}export{n as default};

public/js/filament/notifications/notifications.js

@@ -0,0 +1 @@
+(()=>{function c(s,t=()=>{}){let i=!1;return function(){i?t.apply(this,arguments):(i=!0,s.apply(this,arguments))}}var d=s=>{s.data("notificationComponent",({notification:t})=>({isShown:!1,computedStyle:null,transitionDuration:null,transitionEasing:null,unsubscribeLivewireHook:null,init(){this.computedStyle=window.getComputedStyle(this.$el),this.transitionDuration=parseFloat(this.computedStyle.transitionDuration)*1e3,this.transitionEasing=this.computedStyle.transitionTimingFunction,this.configureTransitions(),this.configureAnimations(),t.duration&&t.duration!=="persistent"&&setTimeout(()=>{if(!this.$el.matches(":hover")){this.close();return}this.$el.addEventListener("mouseleave",()=>this.close())},t.duration),this.isShown=!0},configureTransitions(){let i=this.computedStyle.display,e=()=>{s.mutateDom(()=>{this.$el.style.setProperty("display",i),this.$el.style.setProperty("visibility","visible")}),this.$el._x_isShown=!0},o=()=>{s.mutateDom(()=>{this.$el._x_isShown?this.$el.style.setProperty("visibility","hidden"):this.$el.style.setProperty("display","none")})},r=c(n=>n?e():o(),n=>{this.$el._x_toggleAndCascadeWithTransitions(this.$el,n,e,o)});s.effect(()=>r(this.isShown))},configureAnimations(){let i;this.unsubscribeLivewireHook=Livewire.interceptMessage(({onFinish:e,onSuccess:o})=>{requestAnimationFrame(()=>{let r=()=>this.$el.getBoundingClientRect().top,n=r();e(()=>{i=()=>{this.isShown&&this.$el.animate([{transform:`translateY(${n-r()}px)`},{transform:"translateY(0px)"}],{duration:this.transitionDuration,easing:this.transitionEasing})},this.$el.getAnimations().forEach(l=>l.finish())}),o(({payload:l})=>{l?.snapshot?.data?.isFilamentNotificationsComponent&&typeof i=="function"&&i()})})})},close(){this.isShown=!1,setTimeout(()=>window.dispatchEvent(new CustomEvent("notificationClosed",{detail:{id:t.id}})),this.transitionDuration)},markAsRead(){window.dispatchEvent(new CustomEvent("markedNotificationAsRead",{detail:{id:t.id}}))},markAsUnread(){window.dispatchEvent(new CustomEvent("markedNotificationAsUnread",{detail:{id:t.id}}))},destroy(){this.unsubscribeLivewireHook?.()}}))};var h=class{constructor(){return this.id(crypto.randomUUID?.()??"10000000-1000-4000-8000-100000000000".replace(/[018]/g,t=>(+t^crypto.getRandomValues(new Uint8Array(1))[0]&15>>+t/4).toString(16))),this}id(t){return this.id=t,this}title(t){return this.title=t,this}body(t){return this.body=t,this}actions(t){return this.actions=t,this}status(t){return this.status=t,this}color(t){return this.color=t,this}icon(t){return this.icon=t,this}iconColor(t){return this.iconColor=t,this}duration(t){return this.duration=t,this}seconds(t){return this.duration(t*1e3),this}persistent(){return this.duration("persistent"),this}danger(){return this.status("danger"),this}info(){return this.status("info"),this}success(){return this.status("success"),this}warning(){return this.status("warning"),this}view(t){return this.view=t,this}viewData(t){return this.viewData=t,this}send(){return window.dispatchEvent(new CustomEvent("notificationSent",{detail:{notification:this}})),this}},a=class{constructor(t){return this.name(t),this}name(t){return this.name=t,this}color(t){return this.color=t,this}dispatch(t,i){return this.event(t),this.eventData(i),this}dispatchSelf(t,i){return this.dispatch(t,i),this.dispatchDirection="self",this}dispatchTo(t,i,e){return this.dispatch(i,e),this.dispatchDirection="to",this.dispatchToComponent=t,this}emit(t,i){return this.dispatch(t,i),this}emitSelf(t,i){return this.dispatchSelf(t,i),this}emitTo(t,i,e){return this.dispatchTo(t,i,e),this}dispatchDirection(t){return this.dispatchDirection=t,this}dispatchToComponent(t){return this.dispatchToComponent=t,this}event(t){return this.event=t,this}eventData(t){return this.eventData=t,this}extraAttributes(t){return this.extraAttributes=t,this}icon(t){return this.icon=t,this}iconPosition(t){return this.iconPosition=t,this}outlined(t=!0){return this.isOutlined=t,this}disabled(t=!0){return this.isDisabled=t,this}label(t){return this.label=t,this}close(t=!0){return this.shouldClose=t,this}openUrlInNewTab(t=!0){return this.shouldOpenUrlInNewTab=t,this}size(t){return this.size=t,this}url(t){return this.url=t,this}view(t){return this.view=t,this}button(){return this.view("filament::components.button.index"),this}grouped(){return this.view("filament::components.dropdown.list.item"),this}iconButton(){return this.view("filament::components.icon-button"),this}link(){return this.view("filament::components.link"),this}},u=class{constructor(t){return this.actions(t),this}actions(t){return this.actions=t.map(i=>i.grouped()),this}color(t){return this.color=t,this}icon(t){return this.icon=t,this}iconPosition(t){return this.iconPosition=t,this}label(t){return this.label=t,this}tooltip(t){return this.tooltip=t,this}};window.FilamentNotificationAction=a;window.FilamentNotificationActionGroup=u;window.FilamentNotification=h;document.addEventListener("alpine:init",()=>{window.Alpine.plugin(d)});})();

public/js/filament/schemas/components/actions.js

@@ -0,0 +1 @@
+var i=()=>({isSticky:!1,width:0,resizeObserver:null,boundUpdateWidth:null,init(){let e=this.$el.parentElement;e&&(this.updateWidth(),this.resizeObserver=new ResizeObserver(()=>this.updateWidth()),this.resizeObserver.observe(e),this.boundUpdateWidth=this.updateWidth.bind(this),window.addEventListener("resize",this.boundUpdateWidth))},enableSticky(){this.isSticky=this.$el.getBoundingClientRect().top>0},disableSticky(){this.isSticky=!1},updateWidth(){let e=this.$el.parentElement;if(!e)return;let t=getComputedStyle(this.$root.querySelector(".fi-ac"));this.width=e.offsetWidth+parseInt(t.marginInlineStart,10)*-1+parseInt(t.marginInlineEnd,10)*-1},destroy(){this.resizeObserver&&(this.resizeObserver.disconnect(),this.resizeObserver=null),this.boundUpdateWidth&&(window.removeEventListener("resize",this.boundUpdateWidth),this.boundUpdateWidth=null)}});export{i as default};

public/js/filament/schemas/components/tabs.js

@@ -0,0 +1 @@
+function v({activeTab:w,isScrollable:f,isTabPersistedInQueryString:m,livewireId:g,tab:T,tabQueryStringKey:r}){return{boundResizeHandler:null,isScrollable:f,resizeDebounceTimer:null,tab:T,unsubscribeLivewireHook:null,withinDropdownIndex:null,withinDropdownMounted:!1,init(){let t=this.getTabs(),e=new URLSearchParams(window.location.search);m&&e.has(r)&&t.includes(e.get(r))&&(this.tab=e.get(r)),(!this.tab||!t.includes(this.tab))&&(this.tab=t[w-1]),this.$watch("tab",()=>{this.updateQueryString(),this.autofocusFields()}),this.autofocusFields(!0),this.unsubscribeLivewireHook=Livewire.interceptMessage(({message:i,onSuccess:a})=>{a(()=>{this.$nextTick(()=>{if(i.component.id!==g)return;let l=this.getTabs();l.includes(this.tab)||(this.tab=l[w-1]??this.tab)})})}),f||(this.boundResizeHandler=this.debouncedUpdateTabsWithinDropdown.bind(this),window.addEventListener("resize",this.boundResizeHandler),this.updateTabsWithinDropdown())},calculateAvailableWidth(t){let e=window.getComputedStyle(t);return Math.floor(t.clientWidth)-Math.ceil(parseFloat(e.paddingLeft))*2},calculateContainerGap(t){let e=window.getComputedStyle(t);return Math.ceil(parseFloat(e.columnGap))},calculateDropdownIconWidth(t){let e=t.querySelector(".fi-icon");return Math.ceil(e.clientWidth)},calculateTabItemGap(t){let e=window.getComputedStyle(t);return Math.ceil(parseFloat(e.columnGap)||8)},calculateTabItemPadding(t){let e=window.getComputedStyle(t);return Math.ceil(parseFloat(e.paddingLeft))+Math.ceil(parseFloat(e.paddingRight))},findOverflowIndex(t,e,i,a,l,h){let u=t.map(n=>Math.ceil(n.clientWidth)),b=t.map(n=>{let c=n.querySelector(".fi-tabs-item-label"),s=n.querySelector(".fi-badge"),o=Math.ceil(c.clientWidth),d=s?Math.ceil(s.clientWidth):0;return{label:o,badge:d,total:o+(d>0?a+d:0)}});for(let n=0;n<t.length;n++){let c=u.slice(0,n+1).reduce((p,y)=>p+y,0),s=n*i,o=b.slice(n+1),d=o.length>0,D=d?Math.max(...o.map(p=>p.total)):0,W=d?l+D+a+h+i:0;if(c+s+W>e)return n}return-1},get isDropdownButtonVisible(){return this.withinDropdownMounted?this.withinDropdownIndex===null?!1:this.getTabs().findIndex(e=>e===this.tab)<this.withinDropdownIndex:!0},getTabs(){return this.$refs.tabsData?JSON.parse(this.$refs.tabsData.value):[]},updateQueryString(){if(!m)return;let t=new URL(window.location.href);t.searchParams.set(r,this.tab),history.replaceState(null,document.title,t.toString())},autofocusFields(t=!1){this.$nextTick(()=>{if(t&&document.activeElement&&document.activeElement!==document.body&&this.$el.compareDocumentPosition(document.activeElement)&Node.DOCUMENT_POSITION_PRECEDING)return;let e=this.$el.querySelectorAll(".fi-sc-tabs-tab.fi-active [autofocus]");for(let i of e)if(i.focus(),document.activeElement===i)break})},debouncedUpdateTabsWithinDropdown(){clearTimeout(this.resizeDebounceTimer),this.resizeDebounceTimer=setTimeout(()=>this.updateTabsWithinDropdown(),150)},async updateTabsWithinDropdown(){this.withinDropdownIndex=null,this.withinDropdownMounted=!1,await this.$nextTick();let t=this.$el.querySelector(".fi-tabs"),e=t.querySelector(".fi-tabs-item:last-child"),i=Array.from(t.children).slice(0,-1),a=i.map(s=>s.style.display);i.forEach(s=>s.style.display=""),t.offsetHeight;let l=this.calculateAvailableWidth(t),h=this.calculateContainerGap(t),u=this.calculateDropdownIconWidth(e),b=this.calculateTabItemGap(i[0]),n=this.calculateTabItemPadding(i[0]),c=this.findOverflowIndex(i,l,h,b,n,u);i.forEach((s,o)=>s.style.display=a[o]),c!==-1&&(this.withinDropdownIndex=c),this.withinDropdownMounted=!0},destroy(){this.unsubscribeLivewireHook?.(),this.boundResizeHandler&&window.removeEventListener("resize",this.boundResizeHandler),clearTimeout(this.resizeDebounceTimer)}}}export{v as default};

public/js/filament/schemas/components/wizard.js

@@ -0,0 +1 @@
+function p({isSkippable:i,isStepPersistedInQueryString:n,key:r,startStep:o,stepQueryStringKey:h}){return{step:null,init(){this.step=this.getSteps().at(o-1),this.$watch("step",()=>{this.updateQueryString(),this.autofocusFields()}),this.autofocusFields(!0)},async requestNextStep(){await this.$wire.callSchemaComponentMethod(r,"nextStep",{currentStepIndex:this.getStepIndex(this.step)})},goToNextStep(){let t=this.getStepIndex(this.step)+1;t>=this.getSteps().length||(this.step=this.getSteps()[t],this.scroll())},goToPreviousStep(){let t=this.getStepIndex(this.step)-1;t<0||(this.step=this.getSteps()[t],this.scroll())},goToStep(t){let e=this.getStepIndex(t);e<=-1||!i&&e>this.getStepIndex(this.step)||(this.step=t,this.scroll())},scroll(){this.$nextTick(()=>{this.$refs.header?.children[this.getStepIndex(this.step)].scrollIntoView({behavior:"smooth",block:"start"})})},autofocusFields(t=!1){this.$nextTick(()=>{if(t&&document.activeElement&&document.activeElement!==document.body&&this.$el.compareDocumentPosition(document.activeElement)&Node.DOCUMENT_POSITION_PRECEDING)return;let e=this.$refs[`step-${this.step}`]?.querySelectorAll("[autofocus]")??[];for(let s of e)if(s.focus(),document.activeElement===s)break})},getStepIndex(t){let e=this.getSteps().findIndex(s=>s===t);return e===-1?0:e},getSteps(){return JSON.parse(this.$refs.stepsData.value)},isFirstStep(){return this.getStepIndex(this.step)<=0},isLastStep(){return this.getStepIndex(this.step)+1>=this.getSteps().length},isStepAccessible(t){return i||this.getStepIndex(this.step)>this.getStepIndex(t)},updateQueryString(){if(!n)return;let t=new URL(window.location.href);t.searchParams.set(h,this.step),history.replaceState(null,document.title,t.toString())}}}export{p as default};

public/js/filament/schemas/schemas.js

@@ -0,0 +1 @@
+(()=>{var o=()=>({isSticky:!1,width:0,resizeObserver:null,boundUpdateWidth:null,init(){let i=this.$el.parentElement;i&&(this.updateWidth(),this.resizeObserver=new ResizeObserver(()=>this.updateWidth()),this.resizeObserver.observe(i),this.boundUpdateWidth=this.updateWidth.bind(this),window.addEventListener("resize",this.boundUpdateWidth))},enableSticky(){this.isSticky=this.$el.getBoundingClientRect().top>0},disableSticky(){this.isSticky=!1},updateWidth(){let i=this.$el.parentElement;if(!i)return;let e=getComputedStyle(this.$root.querySelector(".fi-ac"));this.width=i.offsetWidth+parseInt(e.marginInlineStart,10)*-1+parseInt(e.marginInlineEnd,10)*-1},destroy(){this.resizeObserver&&(this.resizeObserver.disconnect(),this.resizeObserver=null),this.boundUpdateWidth&&(window.removeEventListener("resize",this.boundUpdateWidth),this.boundUpdateWidth=null)}});var a=function(i,e,n){let t=i;if(e.startsWith("/")&&(n=!0,e=e.slice(1)),n)return e;for(;e.startsWith("../");)t=t.includes(".")?t.slice(0,t.lastIndexOf(".")):null,e=e.slice(3);return["",null,void 0].includes(t)?e:["",null,void 0].includes(e)?t:`${t}.${e}`},d=i=>{let e=Alpine.findClosest(i,n=>n.__livewire);if(!e)throw"Could not find Livewire component in DOM tree.";return e.__livewire};document.addEventListener("alpine:init",()=>{window.Alpine.data("filamentSchema",({livewireId:i})=>({handleFormValidationError(e){e.detail.livewireId===i&&this.$nextTick(()=>{let n=this.$el.querySelector("[data-validation-error]");if(!n)return;let t=n;for(;t;)t.dispatchEvent(new CustomEvent("expand")),t=t.parentNode;setTimeout(()=>n.closest("[data-field-wrapper]").scrollIntoView({behavior:"smooth",block:"start",inline:"start"}),200)})},isStateChanged(e,n){if(e===void 0)return!1;try{return JSON.stringify(e)!==JSON.stringify(n)}catch{return e!==n}}})),window.Alpine.data("filamentSchemaComponent",({path:i,containerPath:e,$wire:n})=>({$statePath:i,$get:(t,r)=>n.$get(a(e,t,r)),$set:(t,r,s,l=!1)=>n.$set(a(e,t,s),r,l),get $state(){return n.$get(i)}})),window.Alpine.data("filamentActionsSchemaComponent",o),Livewire.interceptMessage(({message:i,onSuccess:e})=>{e(({payload:n})=>{n.effects?.dispatches?.forEach(t=>{if(!t.params?.awaitSchemaComponent)return;let r=Array.from(i.component.el.querySelectorAll(`[wire\\:partial="schema-component::${t.params.awaitSchemaComponent}"]`)).filter(s=>d(s)===i.component);if(r.length!==1){if(r.length>1)throw`Multiple schema components found with key [${t.params.awaitSchemaComponent}].`;window.addEventListener(`schema-component-${component.id}-${t.params.awaitSchemaComponent}-loaded`,()=>{window.dispatchEvent(new CustomEvent(t.name,{detail:t.params}))},{once:!0})}})})})});})();

public/js/filament/tables/components/columns/checkbox.js

@@ -0,0 +1 @@
+function a({name:r,recordKey:s,state:n}){return{error:void 0,isLoading:!1,state:n,unsubscribeLivewireHook:null,init(){this.unsubscribeLivewireHook=Livewire.interceptMessage(({message:e,onSuccess:t})=>{t(()=>{this.$nextTick(()=>{if(this.isLoading||e.component.id!==this.$root.closest("[wire\\:id]")?.attributes["wire:id"].value)return;let i=this.getServerState();i===void 0||Alpine.raw(this.state)===i||(this.state=i)})})}),this.$watch("state",async()=>{let e=this.getServerState();if(e===void 0||Alpine.raw(this.state)===e)return;this.isLoading=!0;let t=await this.$wire.updateTableColumnState(r,s,this.state);this.error=t?.error??void 0,!this.error&&this.$refs.serverState&&(this.$refs.serverState.value=this.state?"1":"0"),this.isLoading=!1})},getServerState(){if(this.$refs.serverState)return[1,"1"].includes(this.$refs.serverState.value)},destroy(){this.unsubscribeLivewireHook?.()}}}export{a as default};

public/js/filament/tables/components/columns/text-input.js

@@ -0,0 +1 @@
+function a({name:i,recordKey:s,state:n}){return{error:void 0,isLoading:!1,state:n,unsubscribeLivewireHook:null,init(){this.unsubscribeLivewireHook=Livewire.interceptMessage(({message:e,onSuccess:t})=>{t(()=>{this.$nextTick(()=>{if(this.isLoading||e.component.id!==this.$root.closest("[wire\\:id]")?.attributes["wire:id"].value)return;let r=this.getServerState();r===void 0||this.getNormalizedState()===r||(this.state=r)})})}),this.$watch("state",async()=>{let e=this.getServerState();if(e===void 0||this.getNormalizedState()===e)return;this.isLoading=!0;let t=await this.$wire.updateTableColumnState(i,s,this.state);this.error=t?.error??void 0,!this.error&&this.$refs.serverState&&(this.$refs.serverState.value=this.getNormalizedState()),this.isLoading=!1})},getServerState(){if(this.$refs.serverState)return[null,void 0].includes(this.$refs.serverState.value)?"":this.$refs.serverState.value.replaceAll('\\"','"')},getNormalizedState(){let e=Alpine.raw(this.state);return[null,void 0].includes(e)?"":e},destroy(){this.unsubscribeLivewireHook?.()}}}export{a as default};

public/js/filament/tables/components/columns/toggle.js

@@ -0,0 +1 @@
+function a({name:r,recordKey:s,state:n}){return{error:void 0,isLoading:!1,state:n,unsubscribeLivewireHook:null,init(){this.unsubscribeLivewireHook=Livewire.interceptMessage(({message:e,onSuccess:t})=>{t(()=>{this.$nextTick(()=>{if(this.isLoading||e.component.id!==this.$root.closest("[wire\\:id]")?.attributes["wire:id"].value)return;let i=this.getServerState();i===void 0||Alpine.raw(this.state)===i||(this.state=i)})})}),this.$watch("state",async()=>{let e=this.getServerState();if(e===void 0||Alpine.raw(this.state)===e)return;this.isLoading=!0;let t=await this.$wire.updateTableColumnState(r,s,this.state);this.error=t?.error??void 0,!this.error&&this.$refs.serverState&&(this.$refs.serverState.value=this.state?"1":"0"),this.isLoading=!1})},getServerState(){if(this.$refs.serverState)return[1,"1"].includes(this.$refs.serverState.value)},destroy(){this.unsubscribeLivewireHook?.()}}}export{a as default};

resources/css/app.css

@@ -1,6 +1,7 @@
 @import url("https://fonts.bunny.net/css?family=Inter:400,500,600&display=swap");
 
-@import "tailwindcss";
+@import 'tailwindcss';
+
 @plugin "@tailwindcss/typography";
 
 @theme {
@@ -89,10 +90,72 @@
   --noise: 0;
 }
 
+/* Required by all components */
+@import '../../vendor/filament/support/resources/css/index.css';
+
+/* Required by actions and tables */
+@import '../../vendor/filament/actions/resources/css/index.css';
+
+/* Required by actions, forms and tables */
+@import '../../vendor/filament/forms/resources/css/index.css';
+
+/* Required by actions, infolists, forms, schemas and tables */
+@import '../../vendor/filament/schemas/resources/css/index.css';
+
+/* Required by tables */
+@import '../../vendor/filament/tables/resources/css/index.css';
+
+
 @source "../../vendor/laravel/framework/src/Illuminate/Pagination/resources/views/*.blade.php";
 @source "../../storage/framework/views/*.php";
 @source "../**/*.blade.php";
 
+/* table overrides */
+.fi-ta-ctn {
+  @apply bg-transparent rounded-none border-none ring-0 shadow-none;
+
+  & table.fi-ta-table thead tr {
+    @apply bg-transparent;
+  }
+
+  & table.fi-ta-table thead tr th.fi-ta-header-cell {
+    color: color-mix(in oklab,var(--color-base-content)60%,transparent) !important;
+    text-transform: uppercase;
+    letter-spacing: .05rem;
+    font-size: .725rem;
+    font-weight: normal;
+
+    & .fi-icon {
+      color: color-mix(in oklab,var(--color-base-content)60%,transparent) !important;
+    }
+  }
+
+  & table.fi-ta-table .fi-clickable:hover {
+    background-color: color-mix(in oklab,var(--color-base-200)50%,transparent) !important;
+  }
+  & [data-theme=dark] table.fi-ta-table .fi-clickable:hover {
+    background-color: var(--color-base-100);
+  }
+
+  & ol.fi-pagination-items {
+    & .fi-pagination-item-label {
+      color: var(--color-base-content);
+    }
+  }
+
+  & td.fi-ta-cell div.fi-ta-text {
+    color: var(--color-base-content);
+  }
+
+  & table.fi-ta-table.fi-ta-table-stacked-on-mobile td   {
+    padding-block: 0;
+  }
+
+  & .fi-ta-header-toolbar {
+    border-bottom-width: 0;
+  }
+}
+
 /* Tool tip for apex charts */
 [data-theme=dark] .apexcharts-tooltip-title {
   background: #292933 !important;

resources/js/bootstrap.js

@@ -1,8 +1,6 @@
 import ApexCharts from 'apexcharts'
 window.ApexCharts = ApexCharts;
 
-import '../../vendor/rappasoft/laravel-livewire-tables/resources/imports/laravel-livewire-tables.js';
-
 import axios from 'axios';
 window.axios = axios;
 

resources/views/auth/invited-onboarding-form.blade.php

@@ -44,7 +44,7 @@ new class extends Component
     }
 }; ?>
 
-<x-form wire:submit="updateUserInformation" class="">
+<x-ui.form wire:submit="updateUserInformation" class="">
 
     <div class="mt-2">
         
@@ -67,4 +67,4 @@ new class extends Component
             {{ __('Get Started') }}
         </x-ui.button>
     </div>
-</x-form>
+</x-ui.form>

resources/views/components/layouts/app.blade.php

@@ -23,6 +23,7 @@
         @endif
         <x-ui.toast />
 
+        @filamentScripts
         @livewireScripts
     </body>
 </html>

resources/views/components/partials/head.blade.php

@@ -7,4 +7,5 @@
 
 @vite(['resources/css/app.css', 'resources/js/app.js'])
 
+@filamentStyles
 @livewireStyles

resources/views/components/ui/ai-chat-window.blade.php

@@ -1,7 +1,16 @@
 <?php
 
-use App\Models\AiChat;
+use App\Ai\Agents\ChatWithHoldingAgent;
+use App\Ai\Agents\ChatWithPortfolioAgent;
+use App\Ai\Agents\ChatWithSuggestedPromptsAgent;
+use App\Models\ChatWithConversation;
+use App\Models\Holding;
+use App\Models\Portfolio;
 use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Facades\RateLimiter;
+use Laravel\Ai\Contracts\Agent;
+use Laravel\Ai\Streaming\Events\TextDelta;
+use Livewire\Attributes\Async;
 use Livewire\Volt\Component;
 
 new class extends Component
@@ -9,8 +18,6 @@ new class extends Component
     // props
     public Model $chatable;
 
-    public string $system_prompt = 'You are an investment portfolio assistant providing advice to an investor.  Use the following information to provide relevant recommendations.  Use the words \'likely\' or \'may\' instead of concrete statements (except for obvious statements of fact or common sense). Use github style markdown for any formatting.';
-
     public array $suggested_prompts = [];
 
     public array $messages = [];
@@ -21,19 +28,44 @@ new class extends Component
 
     public bool $streaming = false;
 
+    public ?string $agent_conversation_id = null;
+
     // methods
-    public function mount()
+    public function mount(): void
     {
-        $this->messages = $this->chatable->chats()->orderByRaw('created_at, id')->limit(25)->get(['role', 'content'])->toArray();
+        $chatWith = ChatWithConversation::firstOrCreate(
+            [
+                'chatable_type' => $this->chatable::class,
+                'chatable_id' => $this->chatable->id,
+                'user_id' => auth()->id(),
+            ],
+            ['title' => 'Chat with investments']
+        );
+
+        $this->agent_conversation_id = $chatWith->id;
+
+        $this->messages = $chatWith->messages()
+            ->orderBy('id', 'desc')
+            ->limit(20)
+            ->get(['role', 'content', 'created_at'])
+            ->map(fn ($m) => ['role' => $m->role, 'content' => $m->content, 'created_at' => $m->created_at])
+            ->reverse()
+            ->values()
+            ->toArray();
     }
 
-    public function startCompletion($suggestedPrompt = null)
+    public function startCompletion(?string $suggestedPrompt = null): void
     {
+        if ($this->streaming) {
+            return;
+        }
+
         // prevent spam
-        if ($this->isRateLimited() || $this->streaming) {
+        if ($this->isRateLimited()) {
             array_push($this->messages, [
                 'role' => 'assistant',
                 'content' => __('Hang on! You\'re doing that too much.'),
+                'created_at' => now(),
             ]);
             $this->js('scrollChatWindow(250)');
 
@@ -42,19 +74,19 @@ new class extends Component
 
         if ($suggestedPrompt) {
             $this->prompt = $suggestedPrompt;
+            $this->suggested_prompts = [];
         }
 
-        if (empty(trim($this->prompt))) {
+        if (empty(trim($this->prompt ?? ''))) {
             $this->resetPrompt();
 
-            array_push($this->messages, ['role' => 'assistant', 'content' => __('Feel free to ask me a question!')]);
+            array_push($this->messages, ['role' => 'assistant', 'content' => __('Feel free to ask me a question!'), 'created_at' => now()]);
             $this->js('scrollChatWindow(250)');
 
             return;
         }
 
-        $this->chatable->chats()->save(new AiChat(['role' => 'user', 'content' => $this->prompt]));
+        array_push($this->messages, ['role' => 'user', 'content' => $this->prompt, 'created_at' => now()]);
-        array_push($this->messages, ['role' => 'user', 'content' => $this->prompt]);
         $this->js('scrollChatWindow(250)');
 
         $this->resetPrompt();
@@ -65,23 +97,13 @@ new class extends Component
 
     public function generateCompletion(): void
     {
+        $userPrompt = end($this->messages)['content'] ?? '';
 
         try {
-            $client = $this->createOpenAiClient();
+            $agent = $this->makeAgent()->continue($this->agent_conversation_id, auth()->user());
-
+            $stream = $agent->stream($userPrompt);
-            $stream = $client->chat()->createStreamed([
+        } catch (Exception $e) {
-                'model' => config('openai.model'),
+            array_push($this->messages, ['role' => 'assistant', 'content' => $e->getMessage(), 'created_at' => now()]);
-                'messages' => [
-                    ['role' => 'system', 'content' => "Today's date is "
-                                                                    .now()->toDateString()
-                                                                    .".\n\n".$this->system_prompt],
-                    ...array_slice($this->messages, -10),
-                ],
-            ]);
-        } catch (\Exception $e) {
-
-            $this->chatable->chats()->save(new AiChat(['role' => 'assistant', 'content' => $e->getMessage()]));
-            array_push($this->messages, ['role' => 'assistant', 'content' => $e->getMessage()]);
             $this->resetPrompt();
 
             return;
@@ -89,91 +111,31 @@ new class extends Component
 
         $this->stream(to: 'answer', content: '', replace: true);
 
-        foreach ($stream as $response) {
+        foreach ($stream as $event) {
-
+            if ($event instanceof TextDelta) {
-            if (! empty($response->choices[0]->delta->content)) {
+                $this->stream(to: 'answer', content: $event->delta, replace: false);
-                $this->stream(to: 'answer', content: $response->choices[0]->delta->content, replace: false);
+                $this->answer .= $event->delta;
-                $this->answer .= $response->choices[0]->delta->content;
             }
             $this->js('scrollChatWindow()');
         }
 
-        $this->chatable->chats()->save(new AiChat(['role' => 'assistant', 'content' => $this->answer]));
+        array_push($this->messages, ['role' => 'assistant', 'content' => $this->answer, 'created_at' => now()]);
-        array_push($this->messages, ['role' => 'assistant', 'content' => $this->answer]);
+
         $this->resetPrompt();
         $this->js('$wire.generateSuggestedPrompts()');
     }
 
+    #[Async]
     public function generateSuggestedPrompts(): void
     {
+
         try {
-            $client = $this->createOpenAiClient();
+            $response = ChatWithSuggestedPromptsAgent::make(messages: array_slice($this->messages, -3))->prompt('');
-
-            $suggested_prompts = $client->chat()->create([
-                'model' => config('openai.model'),
-                'response_format' => [
-                    'type' => 'json_schema',
-                    'json_schema' => [
-                        'name' => 'suggested_prompts_schema',
-                        'strict' => true,
-                        'schema' => [
-                            'type' => 'object',
-                            'properties' => [
-                                'suggested_prompts' => [
-                                    'type' => 'array',
-                                    'items' => [
-                                        'type' => 'object',
-                                        'properties' => [
-                                            'text' => [
-                                                'type' => 'string',
-                                                'description' => 'The suggested prompt question (no more than 5 words)',
-                                            ],
-                                            'value' => [
-                                                'type' => 'string',
-                                                'description' => 'The detailed version of the question',
-                                            ],
-                                        ],
-                                        'required' => ['text', 'value'],
-                                        'additionalProperties' => false,
-                                    ],
-                                ],
-                            ],
-                            'required' => ['suggested_prompts'],
-                            'additionalProperties' => false,
-                        ],
-                    ],
-                ],
-                'messages' => [
-                    ['role' => 'system', 'content' => '
-                        Your role is to assist investors in asking thoughtful questions of their investment advisors. 
-                        
-                        When you help investors ask good questions, you should ensure the you questions you recommend 
-                        are based on the provided context. Be sure to keep the questions short! 
-
-                        The questions you recommend might be based on natural follow up from the given context, requests 
-                        to further refine a previous response, clarify undefined terms, common decision frameworks, 
-                        possible risks or benefits, or commonly understood investing concepts that may require additional
-                        explanation.
-
-                        Your response should only include valid JSON.  
-                    '],
-                    ['role' => 'user', 'content' => "
-                        Generate between 1 and 5 (no more than 5) follow up questions a savvy investor might ask their 
-                        advisor based on the following conversation:
-                        \n\n
-                        ".json_encode(array_slice($this->messages, -4)),
-                    ],
-                ],
-            ]);
-
-            $this->suggested_prompts = json_decode($suggested_prompts->choices[0]->message->content, true)['suggested_prompts'];
-
-        } catch (\Exception $e) {
 
+            $this->suggested_prompts = $response->toArray()['suggested_prompts'] ?? [];
+        } catch (Exception $e) {
             $this->suggested_prompts = [];
             $this->error($e->getMessage());
-
-            return;
         }
     }
 
@@ -189,7 +151,6 @@ new class extends Component
         $rateLimitKey = auth()->id().'/'.$this->chatable->id;
 
         if (RateLimiter::tooManyAttempts($rateLimitKey, 20)) {
-
             return true;
         }
 
@@ -198,19 +159,12 @@ new class extends Component
         return false;
     }
 
-    private function createOpenAiClient()
+    private function makeAgent(): Agent
     {
-        $apiKey = config('openai.api_key');
+        return match (true) {
-        $organization = config('openai.organization');
+            $this->chatable instanceof Portfolio => new ChatWithPortfolioAgent($this->chatable),
-        $baseUri = config('openai.base_uri');
+            $this->chatable instanceof Holding => new ChatWithHoldingAgent($this->chatable),
-
+        };
-        return OpenAI::factory()
-            ->withApiKey($apiKey)
-            ->withOrganization($organization)
-            ->withHttpHeader('OpenAI-Beta', 'assistants=v2')
-            ->withHttpClient(new \GuzzleHttp\Client(['timeout' => config('openai.request_timeout', 30)]))
-            ->withBaseUri($baseUri)
-            ->make();
     }
 }; ?>
 
@@ -296,39 +250,42 @@ new class extends Component
 
                 @foreach($messages as $message)
 
+                    <div class="flex gap-3 mb-5 flex-1">
+
                     @if ($message['role'] == 'user')
-                        <div class="flex gap-3 mb-5 flex-1">
-                            <span class="relative flex shrink-0 overflow-hidden rounded-full w-10 h-10">
                         
-                                <x-ui.avatar :image="auth()->user()->profile_photo_url" class="!w-10" />
+                        <span class="relative flex shrink-0 overflow-hidden rounded-full w-10 h-10">
 
-                            </span>
+                            <x-ui.avatar :image="auth()->user()->profile_photo_url" class="!w-10" />
-                            <p class="leading-relaxed">
+
-                                <span class="block font-bold ">{{ __('You') }} </span> {{ $message['content'] }}
+                        </span>
-                            </p>
+                        <p class="leading-relaxed">
-                        </div>
+                            <span class="block font-bold" title="{{ $message['created_at'] }}">{{ __('You') }} </span> {{ $message['content'] }}
+                        </p>
                         
                     @else
-                        <div class="flex gap-3 mb-5 flex-1">
+                        
-                            <span class="
+                        <span class="
-                                flex
+                            flex
-                                rounded-full
+                            rounded-full
-                                w-10 h-10
+                            w-10 h-10
-                                border border-gray-600
+                            border border-gray-600
-                                dark:border-gray-400
+                            dark:border-gray-400
-                                text-gray-600
+                            text-gray-600
-                                dark:text-gray-400
+                            dark:text-gray-400
-                                bg-slate-200
+                            bg-slate-200
-                                dark:bg-slate-800
+                            dark:bg-slate-800
-                            ">                    
+                        ">
-                                <x-ui.icon name="o-sparkles" class="h-auto p-1 w-10" />
+                            <x-ui.icon name="o-sparkles" class="h-auto p-1 w-10" />
-                            </span>
+                        </span>
-                            <div class="leading-relaxed" >
+                        <div class="leading-relaxed" >
-                                <span class="block font-bold ">AI </span> {!! Str::markdown($message['content']) !!}
+                            <span class="block font-bold" title="{{ $message['created_at'] }}">AI </span> {!! Str::markdown($message['content']) !!}
-                            </div>
                         </div>
+                        
                     @endif
 
+                    </div>
+
                 @endforeach
 
                 @if($streaming)
@@ -355,7 +312,8 @@ new class extends Component
 
             {{-- prompt input --}}
             <div class="mt-3 grow-0">
-                <form submit="startCompletion">       
+                <form wire:submit.prevent>
+                    
                     <div class="">
                         @foreach($suggested_prompts as $prompt)
                         <x-ui.button
@@ -366,9 +324,10 @@ new class extends Component
 
                     </div>
                     
+
                     <div class="flex justify-between align-bottom space-x-2 mt-1">
 
-                        <div class="w-full" >
+                        <div class="w-full">
 
                             <x-ui.textarea
                                 wire:model="prompt"
@@ -377,12 +336,13 @@ new class extends Component
                                 wire:keydown.enter.prevent="startCompletion"
                                 autofocus
                                 @toggle-ai-chat.window="setTimeout(() => $el.focus(), 250)"
+                                x-trap="true"
                             ></x-ui.textarea>
-                            {{--  --}}
+                            
                         </div>
                         <x-ui.button
-                            spinner="generateCompletion"
+                            spinner="startCompletion, generateCompletion"
-                            wire:click="startCompletion"
+                            wire:click.prevent="startCompletion"
                             class="btn btn-ghost h-32"
                             icon="o-paper-airplane"
                         ></x-ui.button>

resources/views/components/ui/alert.blade.php

@@ -31,6 +31,6 @@
     </div>
 
     @if($dismissible)
-        <x-button icon="o-x-mark" @click="show = false" class="btn-xs btn-circle btn-ghost static self-start end-0" />
+        <x-ui.button icon="o-x-mark" @click="show = false" class="btn-xs btn-circle btn-ghost static self-start end-0" />
     @endif
 </div>

resources/views/components/ui/button.blade.php

@@ -25,7 +25,6 @@
     <button
 @endif
     {{ $attributes->whereDoesntStartWith('class')->merge(['type' => $type]) }}
-    type="button" 
     {{ $attributes->class(['btn', "!inline-flex lg:tooltip $tooltipPosition" => $tooltip]) }} 
 
     @if($link && $external)

resources/views/holding/show.blade.php

@@ -174,15 +174,12 @@
             </x-ui.card>
 
             @if(config('services.ai_chat_enabled'))
-            {{-- // todo: add to system prompt:
-                    // Additionally, here is some recent news about {$this->holding->symbol}:
-                    // And their latest SEC filings: --}}
             @livewire('ui.ai-chat-window', [
                 'chatable' => $holding,
                 'suggested_prompts' => [
                     [
                         'text' => 'What are the key risks?',
-                        'value' => 'What are the key risks for the company?'
+                        'value' => 'What are the key risks for the holding?'
                     ],
                     [
                         'text' => 'Should I invest more?',
@@ -190,40 +187,17 @@
                     ],
                     [
                         'text' => 'Should I sell?',
-                        'value' => 'When is a good time for me to sell?'
+                        'value' => 'When would be a good time for me to sell?'
                     ],
                     [
                         'text' => 'What are the key strengths?',
-                        'value' => 'What are the key strengths for this company?'
+                        'value' => 'Can you tell me the key strengths for this holding?'
                     ],
                     [
                         'text' => 'Is this a successful position?',
                         'value' => 'Is this a successful holding in my portfolio?'
                     ]
                 ],
-                'system_prompt' => "
-                        Most recent training data: " . now()->toDateString() . ".  
-
-                        You are an investment portfolio assistant providing advice to an investor.  Use the following information to provide relevant recommendations.  Use the words 'likely' or 'may' instead of concrete statements (except for obvious statements of fact or common sense). . Do not apologize. Be polite, but minimize gratuitous niceties. When referencing numbers, always round to the nearest 100th decimal place.
-
-                        The investor owns ". ($holding->quantity > 0 ? 'a total of '.$holding->quantity : 'ZERO') ." shares of {$holding->market_data->name} (ticker: {$holding->symbol}) with an average cost basis of {$holding->average_cost_basis}. Here are the relevant transactions - sales and purchases of {$holding->symbol}:
-
-                        {$formattedTransactions}
-
-                        This investor has earned $ {$holding->dividends_earned} in dividends so far and earned {$holding->realized_gains_dollars} in realized gains (sales) from {$holding->symbol} in this portfolio.
-
-                        The current market price for {$holding->symbol} is {$holding->market_data->market_value}. Additionally, here's other critical fundamentals for {$holding->market_data->name} that might help:
-                         * Market cap: {$holding->market_data->market_cap}
-                         * Forward PE: {$holding->market_data->forward_pe}
-                         * Trailing PE: {$holding->market_data->trailing_pe}
-                         * Book value: {$holding->market_data->book_value}
-                         * 52 week low: {$holding->market_data->fifty_two_week_low}
-                         * 52 week high: {$holding->market_data->fifty_two_week_high}
-                         * Dividend yield: {$holding->market_data->dividend_yield}
-                        
-                        Based on this current market data, quantity owned, and average cost basis, you should determine if the {$holding->symbol} holding is making or losing money.
-
-                        Below is the question from the investor. Considering these facts, provide a concise response to the following question (give a direct response). Limit your response to no more than 75 words and consider using a common decision framework. Use github style markdown for any formatting:"
             ])
             @endif
 

resources/views/portfolio/show.blade.php

@@ -99,7 +99,7 @@
 
                 @else
 
-                @livewire('datatables.holdings-table', [
+                @livewire('tables.holdings-table', [
                     'portfolio' => $portfolio
                 ])
 
@@ -162,20 +162,12 @@
                     [
                         'text' => 'Should I diversify more?',
                         'value' => 'Is my portfolio diverse enough?',
+                    ],
+                    [
+                        'text' => 'Analyze my portfolio?',
+                        'value' => 'Can you analyze my portfolio for risks or opportunities?',
                     ]
                 ],
-                'system_prompt' => "
-                        Most recent training data: " . now()->toDateString() . ".      
-
-                        You are an investment portfolio assistant providing advice to an investor.  Use the following information to provide relevant recommendations.  Use the words 'likely' or 'may' in lieu of concrete statements (except for obvious statements of fact or common sense). Do not apologize. Be polite, but minimize gratuitous niceties. When referencing numbers, always round to the nearest 100th decimal place.
-
-                        The investor has the following holdings in this portfolio:
-                        
-                        {$formattedHoldings}
-
-                        Based on the current market data, quantity owned, and average cost basis, you can determine the performance of any holding.
-
-                        Below is the question from the investor. Considering these facts, provide a concise response to the following question (give a direct response). Limit your response to no more than 75 words and consider using a common decision framework. Use github style markdown for any formatting:"
             ])
             @endif
 

resources/views/transaction/index.blade.php

@@ -22,6 +22,8 @@
             </div>
         </x-ui.toolbar>
 
-        @livewire('datatables.transactions-table')
+        
+        @livewire('tables.transactions-table')
+        
     </div>
 </x-layouts.app>

tests/ChatWithTest.php

@@ -0,0 +1,182 @@
+<?php
+
+declare(strict_types=1);
+
+namespace Tests\Feature;
+
+use App\Ai\Agents\ChatWithPortfolioAgent;
+use App\Ai\Agents\ChatWithSuggestedPromptsAgent;
+use App\Models\ChatWithConversation;
+use App\Models\Portfolio;
+use App\Models\User;
+use Illuminate\Foundation\Testing\RefreshDatabase;
+use Illuminate\Support\Facades\DB;
+use Illuminate\Support\Facades\RateLimiter;
+use Illuminate\Support\Str;
+use Livewire\Volt\Volt;
+use Tests\TestCase;
+
+class ChatWithTest extends TestCase
+{
+    use RefreshDatabase;
+
+    public function test_mount_creates_chat_with_conversation_record(): void
+    {
+        ChatWithPortfolioAgent::fake(['Test response']);
+        ChatWithSuggestedPromptsAgent::fake([['suggested_prompts' => []]]);
+
+        $this->actingAs($user = User::factory()->create());
+        $portfolio = Portfolio::factory()->create();
+
+        $this->assertDatabaseCount('agent_conversations', 0);
+
+        Volt::test('ui.ai-chat-window', ['chatable' => $portfolio]);
+
+        $this->assertDatabaseHas('agent_conversations', [
+            'chatable_type' => Portfolio::class,
+            'chatable_id' => $portfolio->id,
+            'user_id' => $user->id,
+        ]);
+    }
+
+    public function test_mount_reuses_existing_chat_with_conversation(): void
+    {
+        ChatWithPortfolioAgent::fake(['Test response']);
+        ChatWithSuggestedPromptsAgent::fake([['suggested_prompts' => []]]);
+
+        $this->actingAs(User::factory()->create());
+        $portfolio = Portfolio::factory()->create();
+
+        Volt::test('ui.ai-chat-window', ['chatable' => $portfolio]);
+        Volt::test('ui.ai-chat-window', ['chatable' => $portfolio]);
+
+        $this->assertDatabaseCount('agent_conversations', 1);
+    }
+
+    public function test_mount_loads_existing_messages(): void
+    {
+        ChatWithPortfolioAgent::fake(['Test response']);
+        ChatWithSuggestedPromptsAgent::fake([['suggested_prompts' => []]]);
+
+        $this->actingAs($user = User::factory()->create());
+        $portfolio = Portfolio::factory()->create();
+
+        $conversation = ChatWithConversation::create([
+            'chatable_type' => Portfolio::class,
+            'chatable_id' => $portfolio->id,
+            'user_id' => $user->id,
+            'title' => 'Chat with investments',
+        ]);
+
+        DB::table('agent_conversation_messages')->insert([
+            'id' => (string) Str::uuid7(),
+            'conversation_id' => $conversation->id,
+            'user_id' => $user->id,
+            'agent' => ChatWithPortfolioAgent::class,
+            'role' => 'user',
+            'content' => 'Previous question',
+            'attachments' => '[]',
+            'tool_calls' => '[]',
+            'tool_results' => '[]',
+            'usage' => '[]',
+            'meta' => '[]',
+            'created_at' => now(),
+            'updated_at' => now(),
+        ]);
+
+        $component = Volt::test('ui.ai-chat-window', ['chatable' => $portfolio]);
+
+        $messages = $component->get('messages');
+        $this->assertCount(1, $messages);
+        $this->assertEquals('user', $messages[0]['role']);
+        $this->assertEquals('Previous question', $messages[0]['content']);
+    }
+
+    public function test_start_completion_adds_user_message_and_sets_streaming(): void
+    {
+        ChatWithPortfolioAgent::fake(['The portfolio looks great!']);
+        ChatWithSuggestedPromptsAgent::fake([['suggested_prompts' => []]]);
+
+        $this->actingAs(User::factory()->create());
+        $portfolio = Portfolio::factory()->create();
+
+        Volt::test('ui.ai-chat-window', ['chatable' => $portfolio])
+            ->set('prompt', 'How is my portfolio doing?')
+            ->call('startCompletion')
+            ->assertSet('streaming', true)
+            ->assertSee('How is my portfolio doing?');
+    }
+
+    public function test_generate_completion_calls_agent_and_stores_response(): void
+    {
+        ChatWithPortfolioAgent::fake(['The portfolio looks great!']);
+        ChatWithSuggestedPromptsAgent::fake([['suggested_prompts' => []]]);
+
+        $this->actingAs(User::factory()->create());
+        $portfolio = Portfolio::factory()->create();
+
+        Volt::test('ui.ai-chat-window', ['chatable' => $portfolio])
+            ->set('messages', [['role' => 'user', 'content' => 'How is my portfolio doing?', 'created_at' => now()]])
+            ->call('generateCompletion')
+            ->assertSet('streaming', false);
+
+        ChatWithPortfolioAgent::assertPrompted('How is my portfolio doing?');
+
+        $this->assertDatabaseHas('agent_conversation_messages', [
+            'role' => 'assistant',
+            'content' => 'The portfolio looks great!',
+        ]);
+    }
+
+    public function test_empty_prompt_returns_guidance_without_calling_agent(): void
+    {
+        ChatWithPortfolioAgent::fake(['Test response']);
+        ChatWithSuggestedPromptsAgent::fake([['suggested_prompts' => []]]);
+
+        $this->actingAs(User::factory()->create());
+        $portfolio = Portfolio::factory()->create();
+
+        $component = Volt::test('ui.ai-chat-window', ['chatable' => $portfolio])
+            ->set('prompt', '   ')
+            ->call('startCompletion');
+
+        $lastMessage = collect($component->get('messages'))->last()['content'];
+        $this->assertStringContainsString('Feel free to ask me a question!', $lastMessage);
+        ChatWithPortfolioAgent::assertNeverPrompted();
+    }
+
+    public function test_rate_limiting_blocks_excessive_requests(): void
+    {
+        ChatWithPortfolioAgent::fake(['Test response']);
+        ChatWithSuggestedPromptsAgent::fake([['suggested_prompts' => []]]);
+
+        $this->actingAs($user = User::factory()->create());
+        $portfolio = Portfolio::factory()->create();
+
+        for ($i = 0; $i < 20; $i++) {
+            RateLimiter::hit($user->id.'/'.$portfolio->id, 60);
+        }
+
+        $component = Volt::test('ui.ai-chat-window', ['chatable' => $portfolio])
+            ->set('prompt', 'Am I rate limited?')
+            ->call('startCompletion');
+
+        $lastMessage = collect($component->get('messages'))->last()['content'];
+        $this->assertStringContainsString("Hang on! You're doing that too much.", $lastMessage);
+        ChatWithPortfolioAgent::assertNeverPrompted();
+    }
+
+    public function test_suggested_prompt_is_used_as_prompt(): void
+    {
+        ChatWithPortfolioAgent::fake(['Here is the best holding!']);
+        ChatWithSuggestedPromptsAgent::fake([['suggested_prompts' => []]]);
+
+        $this->actingAs(User::factory()->create());
+        $portfolio = Portfolio::factory()->create();
+
+        Volt::test('ui.ai-chat-window', ['chatable' => $portfolio])
+            ->call('startCompletion', 'Which holding is most successful in this portfolio?')
+            ->assertSet('streaming', true)
+            ->assertSee('Which holding is most successful in this portfolio?');
+    }
+}

tests/DividendsTest.php

@@ -89,4 +89,22 @@ class DividendsTest extends TestCase
         $this->assertEquals(4.95, $holdingOne->dividends_earned);
         $this->assertEquals(8, $holdingTwo->dividends_earned);
     }
+
+    public function test_dividend_earnings_not_shared_in_same_portfolio_with_multiple_symbols(): void
+    {
+        $this->actingAs($user = User::factory()->create());
+
+        $portfolio = Portfolio::factory()->create();
+        Transaction::factory()->buy()->yearsAgo()->portfolio($portfolio->id)->symbol('ACME')->create();
+        Transaction::factory()->buy()->yearsAgo()->portfolio($portfolio->id)->symbol('GOOG')->create();
+
+        Dividend::refreshDividendData('ACME');
+
+        $acmeHolding = Holding::query()->portfolio($portfolio->id)->symbol('ACME')->first();
+        $googHolding = Holding::query()->portfolio($portfolio->id)->symbol('GOOG')->first();
+
+        $this->assertEquals(4.95, $acmeHolding->dividends_earned);
+
+        $this->assertEquals(0, $googHolding->dividends_earned);
+    }
 }