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improve sync daily changes command

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This commit is contained in:
hackerESQ
2024-09-15 11:28:13 -05:00
parent 9708716c71
commit 9696339828
5 changed files with 73 additions and 16 deletions
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tests/SyncDailyChangeTest.php
+28
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@@ -38,6 +38,34 @@ class SyncDailyChangeTest extends TestCase
$this->assertEquals($count_of_daily_changes, $days_between_now_and_first_trans);
}
/**
*/
public function test_cost_basis_is_synced(): void
{
$this->actingAs($user = User::factory()->create());
$portfolio = Portfolio::factory()->create();
$first_transaction = Transaction::factory()->buy()->yearsAgo()->portfolio($portfolio->id)->symbol('ACME')->create();
Artisan::call('sync:daily-change', ['portfolio_id' => $portfolio->id]);
$holding = Holding::symbol('ACME')->portfolio($portfolio->id)->first();
$daily_change = DailyChange::whereDate('date', $first_transaction->date)->first();
$this->assertEquals($holding->average_cost_basis, $daily_change->total_cost_basis);
$second_transaction = Transaction::factory()->buy()->lastYear()->portfolio($portfolio->id)->symbol('ACME')->create();
Artisan::call('sync:daily-change', ['portfolio_id' => $portfolio->id]);
$daily_change = DailyChange::whereDate('date', $second_transaction->date)->first();
$this->assertEqualsWithDelta($first_transaction->cost_basis + $second_transaction->cost_basis, $daily_change->total_cost_basis, 0.01);
$third_transaction = Transaction::factory(2)->sell()->lastMonth()->portfolio($portfolio->id)->symbol('ACME')->create()->first();
Artisan::call('sync:daily-change', ['portfolio_id' => $portfolio->id]);
$daily_change = DailyChange::whereDate('date', $third_transaction->date)->first();
$this->assertEquals(0, $daily_change->total_cost_basis);
}
/**
*/
public function test_sales_are_captured_as_realized_gains(): void