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This commit is contained in:
hackerESQ
2025-08-11 19:58:17 -05:00
parent 9260de5f25
commit 97b13063d9
4 changed files with 64 additions and 141 deletions
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tests/MultiCurrencyTest.php
+5 -32
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@@ -557,20 +557,9 @@ class MultiCurrencyTest extends TestCase
$dailyChange = DailyChange::withDailyPerformance()
->portfolio($portfolio->id)
->get();
->getDailyPerformance();
$dailyChange = $dailyChange->sortBy('date')
->groupBy('date')
->map(function ($group) {
return (object) [
'date' => $group->first()->date->toDateString(),
'total_market_value' => $group->sum('total_market_value'),
'total_cost_basis' => $group->sum('total_cost_basis'),
'total_gain' => $group->sum('total_gain'),
'realized_gain_dollars' => $group->sum('realized_gain_dollars'),
'total_dividends_earned' => $group->sum('total_dividends_earned'),
];
});
dump($dailyChange->toArray());
$metrics = Holding::query()
->portfolio($portfolio->id)
@@ -618,32 +607,16 @@ class MultiCurrencyTest extends TestCase
$dailyChange = DailyChange::withDailyPerformance()
->portfolio($portfolio->id)
->get();
dump($dailyChange->toArray());
$dailyChange = $dailyChange->sortBy('date')
->groupBy('date')
->map(function ($group) {
return (object) [
'date' => $group->first()->date->toDateString(),
'total_market_value' => $group->sum('total_market_value'),
'total_cost_basis' => $group->sum('total_cost_basis'),
'total_gain' => $group->sum('total_gain'),
'realized_gain_dollars' => $group->sum('realized_gain_dollars'),
'total_dividends_earned' => $group->sum('total_dividends_earned'),
];
});
->getDailyPerformance();
$metrics = Holding::query()
->portfolio($portfolio->id)
->getPortfolioMetrics();
$this->assertEqualsWithDelta($metrics->get('total_market_value'), $dailyChange->last()->total_market_value, 0.01); // TODO:
$this->assertEqualsWithDelta($metrics->get('total_market_value'), $dailyChange->last()->total_market_value, 0.01);
$this->assertEqualsWithDelta($metrics->get('total_cost_basis'), $dailyChange->last()->total_cost_basis, 0.01);
$this->assertEqualsWithDelta($metrics->get('realized_gain_dollars'), $dailyChange->last()->realized_gain_dollars, 0.01);
$this->assertEqualsWithDelta($metrics->get('total_market_value') - $metrics->get('total_cost_basis'), $dailyChange->last()->total_gain, 0.01); // TODO:
$this->assertEqualsWithDelta($metrics->get('total_market_value') - $metrics->get('total_cost_basis'), $dailyChange->last()->total_gain, 0.01);
}
public function test_multi_currency_import_calculates_correct_holding_data(): void