mirror of https://github.com/ghostfolio/ghostfolio
John Costa
2 days ago
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GitHub
GitHub
7 changed files with 355 additions and 2 deletions
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import { HistoricalDataItem } from '@ghostfolio/common/interfaces'; |
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import { getChartByYear } from './portfolio-chart.helper'; |
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describe('portfolio-chart.helper', () => { |
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describe('getChartByYear', () => { |
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it('returns empty array for empty input', () => { |
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expect(getChartByYear([])).toEqual([]); |
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}); |
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it('returns empty array for null input', () => { |
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expect(getChartByYear(null)).toEqual([]); |
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}); |
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it('returns empty array for undefined input', () => { |
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expect(getChartByYear(undefined)).toEqual([]); |
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}); |
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it('groups data by year with normalized dates (YYYY-01-01)', () => { |
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const chart: HistoricalDataItem[] = [ |
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{ date: '2023-03-15', netPerformance: 100, netWorth: 1000 }, |
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{ date: '2023-06-20', netPerformance: 150, netWorth: 1100 }, |
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{ date: '2023-12-31', netPerformance: 200, netWorth: 1200 }, |
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{ date: '2024-01-15', netPerformance: 180, netWorth: 1150 }, |
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{ date: '2024-06-30', netPerformance: 250, netWorth: 1300 } |
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]; |
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const result = getChartByYear(chart); |
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expect(result).toHaveLength(2); |
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expect(result[0]).toEqual({ |
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date: '2023-01-01', |
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netPerformance: 200, |
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netWorth: 1200 |
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}); |
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expect(result[1]).toEqual({ |
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date: '2024-01-01', |
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netPerformance: 250, |
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netWorth: 1300 |
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}); |
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}); |
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it('uses last data point of each year as representative value', () => { |
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const chart: HistoricalDataItem[] = [ |
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{ date: '2022-01-01', netPerformance: 10, netWorth: 100 }, |
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{ date: '2022-02-01', netPerformance: 20, netWorth: 110 }, |
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{ date: '2022-03-01', netPerformance: 30, netWorth: 120 } |
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]; |
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const result = getChartByYear(chart); |
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expect(result).toHaveLength(1); |
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expect(result[0]).toEqual({ |
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date: '2022-01-01', |
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netPerformance: 30, |
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netWorth: 120 |
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}); |
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}); |
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it('handles single data point', () => { |
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const chart: HistoricalDataItem[] = [ |
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{ date: '2025-07-15', netPerformance: 500, netWorth: 5000 } |
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]; |
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const result = getChartByYear(chart); |
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expect(result).toHaveLength(1); |
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expect(result[0]).toEqual({ |
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date: '2025-01-01', |
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netPerformance: 500, |
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netWorth: 5000 |
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}); |
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}); |
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it('handles data spanning multiple years', () => { |
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const chart: HistoricalDataItem[] = [ |
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{ date: '2020-06-01', netWorth: 100 }, |
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{ date: '2021-06-01', netWorth: 200 }, |
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{ date: '2022-06-01', netWorth: 300 }, |
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{ date: '2023-06-01', netWorth: 400 }, |
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{ date: '2024-06-01', netWorth: 500 } |
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]; |
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const result = getChartByYear(chart); |
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expect(result).toHaveLength(5); |
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expect(result.map((r) => r.date)).toEqual([ |
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'2020-01-01', |
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'2021-01-01', |
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'2022-01-01', |
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'2023-01-01', |
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'2024-01-01' |
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]); |
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expect(result.map((r) => r.netWorth)).toEqual([100, 200, 300, 400, 500]); |
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}); |
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it('preserves all properties from the data point', () => { |
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const chart: HistoricalDataItem[] = [ |
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{ |
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date: '2023-12-31', |
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netPerformance: 100, |
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netPerformanceInPercentage: 0.1, |
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netPerformanceWithCurrencyEffect: 95, |
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netPerformanceInPercentageWithCurrencyEffect: 0.095, |
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netWorth: 1000, |
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totalInvestment: 900, |
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investmentValueWithCurrencyEffect: 850 |
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} |
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]; |
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const result = getChartByYear(chart); |
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expect(result[0]).toEqual({ |
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date: '2023-01-01', |
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netPerformance: 100, |
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netPerformanceInPercentage: 0.1, |
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netPerformanceWithCurrencyEffect: 95, |
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netPerformanceInPercentageWithCurrencyEffect: 0.095, |
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netWorth: 1000, |
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totalInvestment: 900, |
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investmentValueWithCurrencyEffect: 850 |
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}); |
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}); |
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}); |
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}); |
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@ -0,0 +1,42 @@ |
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import { DATE_FORMAT, parseDate } from '@ghostfolio/common/helper'; |
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import { HistoricalDataItem } from '@ghostfolio/common/interfaces'; |
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import { format, isSameYear, set } from 'date-fns'; |
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/** |
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* Groups chart data by year, providing one entry per year. |
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* For each year, the last available data point is used as the representative value. |
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* Dates are normalized to YYYY-01-01 format. |
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*/ |
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export function getChartByYear( |
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chart: HistoricalDataItem[] |
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): HistoricalDataItem[] { |
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if (!chart?.length) { |
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return []; |
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} |
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const chartByYear: HistoricalDataItem[] = []; |
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let currentDate: Date | null = null; |
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for (const dataPoint of chart) { |
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const date = parseDate(dataPoint.date); |
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if (!isSameYear(date, currentDate)) { |
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// New year: Push a new entry with normalized date (YYYY-01-01)
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chartByYear.push({ |
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...dataPoint, |
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date: format(set(date, { date: 1, month: 0 }), DATE_FORMAT) |
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}); |
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currentDate = date; |
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} else { |
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// Same year: Update the last entry with latest data (keep normalized date)
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const normalizedDate = chartByYear[chartByYear.length - 1].date; |
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chartByYear[chartByYear.length - 1] = { |
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...dataPoint, |
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date: normalizedDate |
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}; |
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} |
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} |
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return chartByYear; |
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} |
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