javier/investbrain
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

wip

Browse Source
This commit is contained in:
hackerESQ
2025-08-21 20:54:14 -05:00
parent fc5cc1fee2
commit e427d5802c
8 changed files with 28 additions and 33 deletions
Download Patch File Download Diff File Expand all files Collapse all files
tests/DailyChangeTest.php
+1 -1
View File
@@ -143,7 +143,7 @@ class DailyChangeTest extends TestCase
$daily_change = DailyChange::withDailyPerformance()
->portfolio($this->portfolio->id)
->whereDate('daily_change.date', '=', $sale_transaction->date->copy()->nextWeekday())
->getDailyPerformance()
// ->withMultipleDailyPerformance()
->first();
$realized_gain = ($sale_transaction->sale_price - $sale_transaction->cost_basis) * $sale_transaction->quantity;
tests/MultiCurrencyTest.php
+4 -4
View File
@@ -557,7 +557,7 @@ class MultiCurrencyTest extends TestCase
$dailyChange = DailyChange::withDailyPerformance()
->portfolio($portfolio->id)
->getDailyPerformance();
->get();
$metrics = Holding::query()
->portfolio($portfolio->id)
@@ -567,7 +567,7 @@ class MultiCurrencyTest extends TestCase
$this->assertEqualsWithDelta($metrics->get('total_cost_basis'), $dailyChange->last()->total_cost_basis, 0.01);
$this->assertEqualsWithDelta(Holding::get()->sum('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);
$this->assertEqualsWithDelta($metrics->get('total_market_value') - $metrics->get('total_cost_basis'), $dailyChange->last()->total_market_gain, 0.01);
// add currency rates
$rates = collect([[
@@ -605,7 +605,7 @@ class MultiCurrencyTest extends TestCase
$dailyChange = DailyChange::withDailyPerformance()
->portfolio($portfolio->id)
->getDailyPerformance();
->get();
$metrics = Holding::query()
->portfolio($portfolio->id)
@@ -614,7 +614,7 @@ class MultiCurrencyTest extends TestCase
$this->assertEqualsWithDelta($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);
$this->assertEqualsWithDelta($metrics->get('total_market_value') - $metrics->get('total_cost_basis'), $dailyChange->last()->total_market_gain, 0.01);
}
public function test_multi_currency_import_calculates_correct_holding_data(): void