Files
investbrain/tests/DividendsTest.php
2025-08-22 16:37:33 -05:00

93 lines
3.0 KiB
PHP

<?php
declare(strict_types=1);
namespace Tests;
use App\Models\Dividend;
use App\Models\Holding;
use App\Models\MarketData;
use App\Models\Portfolio;
use App\Models\Transaction;
use App\Models\User;
use Illuminate\Foundation\Testing\RefreshDatabase;
class DividendsTest extends TestCase
{
use RefreshDatabase;
public function test_new_dividends_update_holding(): void
{
$this->actingAs($user = User::factory()->create());
$portfolio = Portfolio::factory()->create();
Transaction::factory()->buy()->yearsAgo()->portfolio($portfolio->id)->symbol('ACME')->create();
$holding = Holding::query()->portfolio($portfolio->id)->symbol('ACME')->first();
$this->assertEquals(0, $holding->dividends_earned);
Dividend::refreshDividendData('ACME');
$holding->refresh();
$this->assertEquals(4.95, $holding->dividends_earned);
}
public function test_new_dividends_are_reinvested(): void
{
$this->actingAs($user = User::factory()->create());
$portfolio = Portfolio::factory()->create();
Transaction::factory()->buy()->yearsAgo()->portfolio($portfolio->id)->symbol('ACME')->create();
$holding = Holding::query()->portfolio($portfolio->id)->symbol('ACME')->first();
$holding->reinvest_dividends = true;
$holding->save();
$this->assertEquals(0, $holding->dividends_earned);
Dividend::refreshDividendData('ACME');
$transactions = Transaction::where(['reinvested_dividend' => true])->symbol('ACME')->portfolio($portfolio->id)->get();
$market_data = MarketData::symbol('ACME')->first();
$dividendsReinvested = $transactions->sum('quantity');
$this->assertCount(3, $transactions);
$this->assertEqualsWithDelta(4.95, $dividendsReinvested * $market_data->market_value, 0.01);
}
public function test_cannot_insert_duplicate_dividends(): void
{
// first insert
Dividend::refreshDividendData('ACME');
// try to duplicate
Dividend::refreshDividendData('ACME');
$dividend_count = Dividend::count();
$this->assertEquals(3, $dividend_count);
}
public function test_dividend_earnings_are_not_shared_between_portfolios(): void
{
$this->actingAs($user = User::factory()->create());
$portfolioOne = Portfolio::factory()->create();
Transaction::factory()->buy()->yearsAgo()->portfolio($portfolioOne->id)->symbol('ACME')->create();
$portfolioTwo = Portfolio::factory()->create();
Transaction::factory(2)->buy()->sixMonthsAgo()->portfolio($portfolioTwo->id)->symbol('ACME')->create();
Dividend::refreshDividendData('ACME');
$holdingOne = Holding::query()->portfolio($portfolioOne->id)->symbol('ACME')->first();
$holdingTwo = Holding::query()->portfolio($portfolioTwo->id)->symbol('ACME')->first();
$this->assertEquals(4.95, $holdingOne->dividends_earned);
$this->assertEquals(8, $holdingTwo->dividends_earned);
}
}