javier/investbrain
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

fix: holding calculations

Browse Source
This commit is contained in:
hackerESQ
2025-07-21 20:36:36 -05:00
parent 653f54add6
commit 2c3950b522
2 changed files with 96 additions and 54 deletions
Download Patch File Download Diff File Expand all files Collapse all files
tests/HoldingsTest.php
+16
View File
@@ -43,4 +43,20 @@ class HoldingsTest extends TestCase
$holding = Holding::query()->getPortfolioMetrics();
$this->assertEquals(0, $holding->get('total_cost_basis'));
}
public function test_calculates_cost_bases_on_same_day_buy_sell_transaction(): void
{
$this->actingAs($user = User::factory()->create());
$portfolio = Portfolio::factory()->create();
Transaction::factory(2)->buy()->lastYear()->costBasis(100)->portfolio($portfolio->id)->symbol('AAPL')->create();
Transaction::factory(2)->buy()->lastYear()->costBasis(300)->portfolio($portfolio->id)->symbol('AAPL')->create();
Transaction::factory()->sell()->lastYear()->portfolio($portfolio->id)->symbol('AAPL')->create();
Transaction::factory()->sell()->recent()->portfolio($portfolio->id)->symbol('AAPL')->create();
$holding = Holding::query()->getPortfolioMetrics();
$this->assertEquals(400, $holding->get('total_cost_basis'));
}
}