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Update Dividend.php (#176)

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* Adds a second join condition requiring holdings.symbol = dividends.symbol. 
Without this, the join only matches on portfolio_id, which could incorrectly associate dividends with holdings of a different symbol within the same portfolio.

* Add test

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Co-authored-by: hackerESQ <corey@coreyvarma.com>
This commit is contained in:
Carlos E. Barboza
2026-03-15 17:00:29 -05:00
committed by GitHub
parent 401b0eef91
commit 6bc174a87b
2 changed files with 26 additions and 5 deletions
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tests/DividendsTest.php
+18
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@@ -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);
}
}