47 lines
1.7 KiB
PHP
47 lines
1.7 KiB
PHP
|
<?php
|
||
|
|
|
||
|
|
declare(strict_types=1);
|
||
|
|
|
||
|
|
namespace Tests;
|
||
|
|
|
||
|
|
use App\Models\Holding;
|
||
|
|
use App\Models\Portfolio;
|
||
|
|
use App\Models\Transaction;
|
||
|
|
use App\Models\User;
|
||
|
|
use Illuminate\Foundation\Testing\RefreshDatabase;
|
||
|
|
|
||
|
|
class HoldingsTest extends TestCase
|
||
|
|
{
|
||
|
|
use RefreshDatabase;
|
||
|
|
|
||
|
|
public function test_calculates_cost_basis(): void
|
||
|
|
{
|
||
|
|
$this->actingAs($user = User::factory()->create());
|
||
|
|
|
||
|
|
$portfolio = Portfolio::factory()->create();
|
||
|
|
|
||
|
|
Transaction::factory()->buy()->lastYear()->costBasis(200)->portfolio($portfolio->id)->symbol('AAPL')->create();
|
||
|
|
Transaction::factory()->buy()->lastMonth()->costBasis(300)->portfolio($portfolio->id)->symbol('AAPL')->create();
|
||
|
|
$holding = Holding::query()->getPortfolioMetrics();
|
||
|
|
$this->assertEquals(500, $holding->get('total_cost_basis'));
|
||
|
|
}
|
||
|
|
|
||
|
|
public function test_calculates_cost_basis_after_multiple_sales(): void
|
||
|
|
{
|
||
|
|
$this->actingAs($user = User::factory()->create());
|
||
|
|
|
||
|
|
$portfolio = Portfolio::factory()->create();
|
||
|
|
|
||
|
|
Transaction::factory()->buy()->lastYear()->costBasis(200)->portfolio($portfolio->id)->symbol('AAPL')->create();
|
||
|
|
Transaction::factory()->buy()->lastMonth()->costBasis(300)->portfolio($portfolio->id)->symbol('AAPL')->create();
|
||
|
|
|
||
|
|
Transaction::factory()->sell()->recent()->costBasis(250)->portfolio($portfolio->id)->symbol('AAPL')->create();
|
||
|
|
$holding = Holding::query()->getPortfolioMetrics();
|
||
|
|
$this->assertEquals(250, $holding->get('total_cost_basis'));
|
||
|
|
|
||
|
|
Transaction::factory()->sell()->recent()->costBasis(250)->portfolio($portfolio->id)->symbol('AAPL')->create();
|
||
|
|
$holding = Holding::query()->getPortfolioMetrics();
|
||
|
|
$this->assertEquals(0, $holding->get('total_cost_basis'));
|
||
|
|
}
|
||
|
|
}
|