adds dividend re-investment feature

2024-10-18 20:46:22 -05:00
parent e4d45f391c
commit 51c33ebec0
14 changed files with 218 additions and 17 deletions
@@ -34,4 +34,31 @@ class DividendsTest extends TestCase

        $this->assertEquals(4.95, $holding->dividends_earned);
    }
+
+    /**
+     */
+    public function test_new_dividends_are_reinvested(): void
+    {
+        $this->actingAs($user = User::factory()->create());
+        
+        $portfolio = Portfolio::factory()->create();
+        Transaction::factory()->buy()->yearsAgo()->portfolio($portfolio->id)->symbol('ACME')->create();
+
+        $holding = Holding::query()->portfolio($portfolio->id)->symbol('ACME')->first();
+        $holding->reinvest_dividends = true;
+        $holding->save();
+        
+        $this->assertEquals(0, $holding->dividends_earned);
+
+        Dividend::refreshDividendData('ACME');
+
+        $transactions = Transaction::where(['reinvested_dividend' => true])->symbol('ACME')->portfolio($portfolio->id)->get();
+
+        $dividendsReinvested = $transactions->reduce(function ($carry, $transaction) {
+            return $carry + ($transaction->cost_basis * $transaction->quantity);
+        }, 0); 
+
+        $this->assertCount(3, $transactions);
+        $this->assertEqualsWithDelta(4.95, $dividendsReinvested, 0.01);
+    }
 }