Files
investbrain/tests/HoldingsTest.php
T
2025-07-17 20:38:29 -05:00

47 lines
1.7 KiB
PHP

<?php
declare(strict_types=1);
namespace Tests;
use App\Models\Holding;
use App\Models\Portfolio;
use App\Models\Transaction;
use App\Models\User;
use Illuminate\Foundation\Testing\RefreshDatabase;
class HoldingsTest extends TestCase
{
use RefreshDatabase;
public function test_calculates_cost_basis(): void
{
$this->actingAs($user = User::factory()->create());
$portfolio = Portfolio::factory()->create();
Transaction::factory()->buy()->lastYear()->costBasis(200)->portfolio($portfolio->id)->symbol('AAPL')->create();
Transaction::factory()->buy()->lastMonth()->costBasis(300)->portfolio($portfolio->id)->symbol('AAPL')->create();
$holding = Holding::query()->getPortfolioMetrics();
$this->assertEquals(500, $holding->get('total_cost_basis'));
}
public function test_calculates_cost_basis_after_multiple_sales(): void
{
$this->actingAs($user = User::factory()->create());
$portfolio = Portfolio::factory()->create();
Transaction::factory()->buy()->lastYear()->costBasis(200)->portfolio($portfolio->id)->symbol('AAPL')->create();
Transaction::factory()->buy()->lastMonth()->costBasis(300)->portfolio($portfolio->id)->symbol('AAPL')->create();
Transaction::factory()->sell()->recent()->costBasis(250)->portfolio($portfolio->id)->symbol('AAPL')->create();
$holding = Holding::query()->getPortfolioMetrics();
$this->assertEquals(250, $holding->get('total_cost_basis'));
Transaction::factory()->sell()->recent()->costBasis(250)->portfolio($portfolio->id)->symbol('AAPL')->create();
$holding = Holding::query()->getPortfolioMetrics();
$this->assertEquals(0, $holding->get('total_cost_basis'));
}
}