97298bcd39
resolves #63
78 lines
3.0 KiB
PHP
78 lines
3.0 KiB
PHP
<?php
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declare(strict_types=1);
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namespace Tests;
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use App\Models\Holding;
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use App\Models\Portfolio;
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use App\Models\Transaction;
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use App\Models\User;
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use Illuminate\Foundation\Testing\RefreshDatabase;
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class HoldingsTest extends TestCase
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{
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use RefreshDatabase;
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public function test_calculates_cost_basis(): void
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{
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$this->actingAs($user = User::factory()->create());
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$portfolio = Portfolio::factory()->create();
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Transaction::factory()->buy()->lastYear()->costBasis(200)->portfolio($portfolio->id)->symbol('AAPL')->create();
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Transaction::factory()->buy()->lastMonth()->costBasis(300)->portfolio($portfolio->id)->symbol('AAPL')->create();
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$holding = Holding::query()->getPortfolioMetrics();
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$this->assertEquals(500, $holding->get('total_cost_basis'));
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}
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public function test_calculates_cost_basis_after_multiple_sales(): void
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{
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$this->actingAs($user = User::factory()->create());
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$portfolio = Portfolio::factory()->create();
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Transaction::factory()->buy()->lastYear()->costBasis(200)->portfolio($portfolio->id)->symbol('AAPL')->create();
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Transaction::factory()->buy()->lastMonth()->costBasis(300)->portfolio($portfolio->id)->symbol('AAPL')->create();
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Transaction::factory()->sell()->recent()->costBasis(250)->portfolio($portfolio->id)->symbol('AAPL')->create();
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$holding = Holding::query()->getPortfolioMetrics();
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$this->assertEquals(250, $holding->get('total_cost_basis'));
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Transaction::factory()->sell()->recent()->costBasis(250)->portfolio($portfolio->id)->symbol('AAPL')->create();
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$holding = Holding::query()->getPortfolioMetrics();
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$this->assertEquals(0, $holding->get('total_cost_basis'));
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}
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public function test_calculates_cost_bases_on_same_day_buy_sell_transaction(): void
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{
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$this->actingAs($user = User::factory()->create());
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$portfolio = Portfolio::factory()->create();
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Transaction::factory(2)->buy()->lastYear()->costBasis(100)->portfolio($portfolio->id)->symbol('AAPL')->create();
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Transaction::factory(2)->buy()->lastYear()->costBasis(300)->portfolio($portfolio->id)->symbol('AAPL')->create();
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Transaction::factory()->sell()->lastYear()->portfolio($portfolio->id)->symbol('AAPL')->create();
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Transaction::factory()->sell()->recent()->portfolio($portfolio->id)->symbol('AAPL')->create();
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$holding = Holding::query()->getPortfolioMetrics();
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$this->assertEquals(400, $holding->get('total_cost_basis'));
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}
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public function test_delete_holding_on_sync_if_no_transactions(): void
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{
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$this->actingAs($user = User::factory()->create());
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$portfolio = Portfolio::factory()->create();
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$transaction = Transaction::factory()->buy()->lastYear()->costBasis(100)->portfolio($portfolio->id)->symbol('AAPL')->create();
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$this->assertDatabaseCount('holdings', 1);
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$transaction->delete();
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$this->assertDatabaseEmpty('holdings');
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}
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}
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