adds passing tests

database/factories/TransactionFactory.php

@@ -19,14 +19,18 @@ class TransactionFactory extends Factory
      */
     public function definition(): array
     {
+        $transaction_type = $this->faker->randomElement(['BUY', 'SELL']);
+
         return [
-            'symbol' => $this->faker->randomElement(['AAPL', 'GOOGL', 'AMZN']),
+            'symbol' => $this->faker->randomElement(['AAPL', 'GOOG', 'AMZN']),
-            'transaction_type' => static::$transaction_type = $this->faker->randomElement(['BUY', 'SELL']),
+            'transaction_type' => $transaction_type,
-            'portfolio_id' => Portfolio::factory()->create(), 
+            'portfolio_id' => Portfolio::factory()->create()->id, 
             'date' => $this->faker->date('Y-m-d'),
-            'quantity' => $this->faker->randomFloat(2, 1, 100),
+            'quantity' => 1,
-            'cost_basis' => $this->faker->randomFloat(2, 10, 500),
+            'cost_basis' => $transaction_type == 'BUY' 
-            'sale_price' => static::$transaction_type == 'SELL' 
+                ? $this->faker->randomFloat(2, 10, 500)
+                : null, 
+            'sale_price' => $transaction_type == 'SELL' 
                 ? $this->faker->randomFloat(2, 10, 500)
                 : null, 
         ];
@@ -39,7 +43,7 @@ class TransactionFactory extends Factory
         ]);
     }
 
-    public function portfolios($portfolio_id): static
+    public function portfolio($portfolio_id): static
     {
         return $this->state(fn (array $attributes) => [
             'portfolio_id' => $portfolio_id,
@@ -50,6 +54,8 @@ class TransactionFactory extends Factory
     {
         return $this->state(fn (array $attributes) => [
             'transaction_type' => 'BUY',
+            'cost_basis' => $this->faker->randomFloat(2, 10, 500),
+            'sale_price' => null
         ]);
     }
 
@@ -57,6 +63,8 @@ class TransactionFactory extends Factory
     {
         return $this->state(fn (array $attributes) => [
             'transaction_type' => 'SELL',
+            'sale_price' => $this->faker->randomFloat(2, 10, 500),
+            'cost_basis' => null,
         ]);
     }
 }

phpunit.xml

@@ -26,5 +26,6 @@
         <env name="QUEUE_CONNECTION" value="sync"/>
         <env name="SESSION_DRIVER" value="array"/>
         <env name="TELESCOPE_ENABLED" value="false"/>
+        <env name="MARKET_DATA_PROVIDER" value="fake"/>
     </php>
 </phpunit>

tests/CaptureDailyChangeTest.php

@@ -0,0 +1,56 @@
+<?php
+
+namespace Tests;
+
+use Tests\TestCase;
+use App\Models\User;
+use App\Models\Portfolio;
+use App\Models\DailyChange;
+use App\Models\Transaction;
+use Illuminate\Support\Facades\Artisan;
+use Illuminate\Foundation\Testing\RefreshDatabase;
+
+class CaptureDailyChangeTest extends TestCase
+{
+    use RefreshDatabase;
+
+    public function setUp(): void
+    {
+        parent::setUp();
+
+        $this->actingAs($user = User::factory()->create());
+
+        $this->portfolio = Portfolio::factory()->create();
+        Transaction::factory(5)->buy()->portfolio($this->portfolio->id)->symbol('AAPL')->create();
+        $this->transaction = Transaction::factory()->sell()->portfolio($this->portfolio->id)->symbol('AAPL')->create();
+    }
+
+    /**
+    */
+    public function test_daily_change_for_portfolios()
+    {
+        // Run the command
+        Artisan::call('daily-change:capture');
+
+        // Assert the daily change was captured for the portfolio
+        $this->assertDatabaseHas('daily_change', [
+            'portfolio_id' => $this->portfolio->id,
+        ]);
+
+        $output = Artisan::output();
+        $this->assertStringContainsString('Capturing daily change for', $output);
+
+        $daily_change = DailyChange::where([
+            'portfolio_id' => $this->portfolio->id,
+        ])->get();
+
+        $this->assertCount(1, $daily_change);
+
+        $this->assertEqualsWithDelta(
+            $this->transaction->sale_price - $this->transaction->cost_basis, 
+            $daily_change->first()->realized_gains,
+            0.01
+        );
+        
+    }
+}

tests/DashboardTest.php

@@ -0,0 +1,77 @@
+<?php
+
+namespace Tests;
+
+use Tests\TestCase;
+use App\Models\User;
+use App\Models\Holding;
+use App\Models\Portfolio;
+use App\Models\Transaction;
+use Illuminate\Foundation\Testing\RefreshDatabase;
+
+class DashboardTest extends TestCase
+{
+    use RefreshDatabase;
+
+    /**
+     */
+    public function test_user_has_portfolios(): void
+    {
+        $user = User::factory()->create();
+        $this->actingAs($user);
+
+        Portfolio::factory(5)->create();
+
+        $this->assertCount(5, $user->portfolios);
+    }
+
+    /**
+     */
+    public function test_user_has_transactions(): void
+    {
+        $user = User::factory()->create();
+        $this->actingAs($user);
+
+        Transaction::factory(10)->create();
+
+        $this->assertCount(10, $user->transactions);
+    }
+
+    /**
+     */
+    public function test_user_has_holdings(): void
+    {
+        $user = User::factory()->create();
+        $this->actingAs($user);
+
+        $portfolio = Portfolio::factory()->create();
+
+        Transaction::factory(5)->symbol('AAPL')->portfolio($portfolio->id)->create();
+
+        $this->assertCount(1, $user->holdings);
+    }
+
+    /**
+     */
+    public function test_user_has_dashboard_metrics(): void
+    {
+        $user = User::factory()->create();
+        $this->actingAs($user);
+
+        $portfolio = Portfolio::factory()->create();
+
+        Transaction::factory(5)->buy()->portfolio($portfolio->id)->symbol('AAPL')->create();
+        $transaction = Transaction::factory()->sell()->portfolio($portfolio->id)->symbol('AAPL')->create();
+
+        $metrics = Holding::query()
+                    ->myHoldings()
+                    ->withPortfolioMetrics()
+                    ->first();
+    
+        $this->assertEqualsWithDelta(
+            $transaction->sale_price - $transaction->cost_basis, 
+            $metrics->realized_gain_dollars,
+            0.01
+        );
+    }
+}

tests/TestCase.php

@@ -11,7 +11,7 @@ abstract class TestCase extends BaseTestCase
     {
         parent::setUp();
     
-        Artisan::call('migrate');
+        //
     }
     
     protected function tearDown(): void

tests/TransactionsTest.php

@@ -2,72 +2,78 @@
 
 namespace Tests;
 
+use Tests\TestCase;
 use App\Models\User;
+use App\Models\Holding;
 use App\Models\Portfolio;
 use App\Models\Transaction;
-use Tests\TestCase;
 use Illuminate\Foundation\Testing\RefreshDatabase;
 
 class TransactionsTest extends TestCase
 {
     use RefreshDatabase;
+
     /**
-     * A basic test example.
      */
     public function test_can_create_a_transaction(): void
     {
-        $user = User::factory()->create();
+        $this->actingAs($user = User::factory()->create());
-        $this->actingAs($user);
 
-        $transactions = Transaction::factory()->create();
+        $transaction = Transaction::factory()->create();
-    }
+
+        $this->assertNotNull($transaction);
     }
 
+    /**
+     */
+    public function test_sales_calculate_cost_basis(): void
+    {
+        $this->actingAs($user = User::factory()->create());
 
+        Transaction::factory(5)->buy()->symbol('AAPL')->create();
 
+        $transaction = Transaction::factory()->sell()->symbol('AAPL')->create();
 
-        // static::saving(function ($transaction) {
+        $this->assertNotNull($transaction->cost_basis);
+    }
 
-        //     if ($transaction->transaction_type == 'SELL') {
+    /**
+     */
+    public function test_purchases_dont_have_sale_price(): void
+    {
+        $this->actingAs($user = User::factory()->create());
 
-        //         $transaction->ensureCostBasisIsAddedToSale();
+        $transaction = Transaction::factory()->buy()->create();
-        //     }
-        // });
 
-        // static::saved(function ($transaction) {
+        $this->assertNull($transaction->sale_price);
+    }
 
-        //     $transaction->syncToHolding();
+    /**
+     */
+    public function test_transaction_synced_to_holding(): void
+    {
+        $this->actingAs($user = User::factory()->create());
 
-        //     $transaction->refreshMarketData();
+        $portfolio = Portfolio::factory()->create();
 
-        //     cache()->tags(['metrics', $transaction->portfolio_id])->flush();
+        Transaction::factory(5)->buy()->portfolio($portfolio->id)->symbol('AAPL')->create();
-        // });
+        $transaction = Transaction::factory()->sell()->portfolio($portfolio->id)->symbol('AAPL')->create();
 
-        // public function update()
+        $this->assertDatabaseHas('holdings', [
-        // {
+            'portfolio_id' => $portfolio->id,
+            'symbol' => 'AAPL',
+            'quantity' => 4
+        ]);
 
-        //     $this->transaction->update($this->validate());
+        $holding = Holding::where([
-        //     // $this->transaction->owner_id = auth()->user()->id;
+            'portfolio_id' => $portfolio->id,
-        //     $this->transaction->save();
+            'symbol' => 'AAPL'
+        ])->first();
 
-        //     $this->success(__('Transaction updated'));
+        $this->assertEqualsWithDelta(
-
+            $holding->realized_gain_dollars, 
-        //     $this->dispatch('toggle-manage-transaction');
+            $transaction->sale_price - $transaction->cost_basis, 
-        //     $this->dispatch('transaction-updated');
+            0.01
-        // }
+        );
-
+    }
-        // public function save()
+}
-        // {
-        //     $validated = $this->validate();
-
-        //     if (!isset($this->portfolio)) {
-        //         $this->portfolio = Portfolio::find($this->portfolio_id);
-        //     }
-
-        //     $transaction = $this->portfolio->transactions()->create($validated);
-        //     $transaction->save();
-
-        //     $this->dispatch('transaction-saved');
-
-        //     $this->success(__('Transaction created'), redirectTo: route('holding.show', ['portfolio' => $this->portfolio->id, 'symbol' => $this->symbol]));
-        // }