From 19688e96cbc0aeb540272d57d5bba3821963cdc7 Mon Sep 17 00:00:00 2001 From: John Costa Date: Fri, 23 Jan 2026 10:27:01 -0800 Subject: [PATCH] test(api): add tests for performance grouped by year in ROAI calculator Add test cases that verify getChartByYear correctly groups portfolio performance chart data by year. Tests use getPerformance() output with getChartByYear to validate yearly grouping: - BTCUSD: Tests multi-year scenario (2021-2022) - GOOGL: Tests single-year scenario (2023) - NOVN: Tests buy-and-sell within single year (2022) Co-Authored-By: Claude Opus 4.5 --- .../roai/portfolio-calculator-btcusd.spec.ts | 65 +++++++++++++++++++ .../portfolio-calculator-googl-buy.spec.ts | 57 ++++++++++++++++ ...folio-calculator-novn-buy-and-sell.spec.ts | 57 ++++++++++++++++ 3 files changed, 179 insertions(+) diff --git a/apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-btcusd.spec.ts b/apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-btcusd.spec.ts index 066f33ea3..22c93badc 100644 --- a/apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-btcusd.spec.ts +++ b/apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-btcusd.spec.ts @@ -7,6 +7,7 @@ import { import { PortfolioCalculatorFactory } from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator.factory'; import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.service'; import { CurrentRateServiceMock } from '@ghostfolio/api/app/portfolio/current-rate.service.mock'; +import { getChartByYear } from '@ghostfolio/api/app/portfolio/portfolio-chart.helper'; import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service'; import { RedisCacheServiceMock } from '@ghostfolio/api/app/redis-cache/redis-cache.service.mock'; import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service'; @@ -88,6 +89,10 @@ describe('PortfolioCalculator', () => { ); }); + afterEach(() => { + jest.useRealTimers(); + }); + describe('get current positions', () => { it.only('with BTCUSD buy (in USD)', async () => { jest.useFakeTimers().setSystemTime(parseDate('2022-01-14').getTime()); @@ -257,5 +262,65 @@ describe('PortfolioCalculator', () => { { date: '2022-01-01', investment: 0 } ]); }); + + it.only('with BTCUSD buy - performance grouped by year', async () => { + jest.useFakeTimers().setSystemTime(parseDate('2022-01-14').getTime()); + + const activities: Activity[] = exportResponse.activities.map( + (activity) => ({ + ...activityDummyData, + ...activity, + date: parseDate(activity.date), + feeInAssetProfileCurrency: 4.46, + feeInBaseCurrency: 4.46, + SymbolProfile: { + ...symbolProfileDummyData, + currency: 'USD', + dataSource: activity.dataSource, + name: 'Bitcoin', + symbol: activity.symbol + }, + unitPriceInAssetProfileCurrency: 44558.42 + }) + ); + + const portfolioCalculator = portfolioCalculatorFactory.createCalculator({ + activities, + calculationType: PerformanceCalculationType.ROAI, + currency: exportResponse.user.settings.currency, + userId: userDummyData.id + }); + + await portfolioCalculator.computeSnapshot(); + + const { chart } = await portfolioCalculator.getPerformance({ + end: parseDate('2022-01-14'), + start: parseDate('2021-12-11') + }); + + const chartByYear = getChartByYear(chart); + + // Chart spans from 2021-12-11 to 2022-01-14, covering two years + expect(chartByYear).toHaveLength(2); + + // First year (2021) - should have the last data point from 2021-12-31 + expect(chartByYear[0].date).toEqual('2021-01-01'); + expect(chartByYear[0]).toMatchObject( + expect.objectContaining({ + date: '2021-01-01', + totalInvestmentValueWithCurrencyEffect: 44558.42 + }) + ); + + // Second year (2022) - should have the last data point from 2022-01-14 + expect(chartByYear[1].date).toEqual('2022-01-01'); + expect(chartByYear[1]).toMatchObject( + expect.objectContaining({ + date: '2022-01-01', + netPerformance: -1463.18, + totalInvestmentValueWithCurrencyEffect: 44558.42 + }) + ); + }); }); }); diff --git a/apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-googl-buy.spec.ts b/apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-googl-buy.spec.ts index 28b44e159..fe94f0267 100644 --- a/apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-googl-buy.spec.ts +++ b/apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-googl-buy.spec.ts @@ -6,6 +6,7 @@ import { import { PortfolioCalculatorFactory } from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator.factory'; import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.service'; import { CurrentRateServiceMock } from '@ghostfolio/api/app/portfolio/current-rate.service.mock'; +import { getChartByYear } from '@ghostfolio/api/app/portfolio/portfolio-chart.helper'; import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service'; import { RedisCacheServiceMock } from '@ghostfolio/api/app/redis-cache/redis-cache.service.mock'; import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service'; @@ -90,6 +91,10 @@ describe('PortfolioCalculator', () => { ); }); + afterEach(() => { + jest.useRealTimers(); + }); + describe('get current positions', () => { it.only('with GOOGL buy', async () => { jest.useFakeTimers().setSystemTime(parseDate('2023-07-10').getTime()); @@ -229,5 +234,57 @@ describe('PortfolioCalculator', () => { { date: '2023-01-01', investment: 82.329056 } ]); }); + + it.only('with GOOGL buy - performance grouped by year', async () => { + jest.useFakeTimers().setSystemTime(parseDate('2023-07-10').getTime()); + + const activities: Activity[] = [ + { + ...activityDummyData, + date: new Date('2023-01-03'), + feeInAssetProfileCurrency: 1, + feeInBaseCurrency: 0.9238, + quantity: 1, + SymbolProfile: { + ...symbolProfileDummyData, + currency: 'USD', + dataSource: 'YAHOO', + name: 'Alphabet Inc.', + symbol: 'GOOGL' + }, + type: 'BUY', + unitPriceInAssetProfileCurrency: 89.12 + } + ]; + + const portfolioCalculator = portfolioCalculatorFactory.createCalculator({ + activities, + calculationType: PerformanceCalculationType.ROAI, + currency: 'CHF', + userId: userDummyData.id + }); + + await portfolioCalculator.computeSnapshot(); + + const { chart } = await portfolioCalculator.getPerformance({ + end: parseDate('2023-07-10'), + start: parseDate('2023-01-03') + }); + + const chartByYear = getChartByYear(chart); + + // All data is within 2023, so should only have one year entry + expect(chartByYear).toHaveLength(1); + + // Should have the last data point of 2023 (2023-07-10) with normalized date + expect(chartByYear[0].date).toEqual('2023-01-01'); + expect(chartByYear[0]).toMatchObject( + expect.objectContaining({ + date: '2023-01-01', + netPerformance: new Big('26.33').mul(0.8854).toNumber(), + totalInvestmentValueWithCurrencyEffect: 82.329056 + }) + ); + }); }); }); diff --git a/apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-novn-buy-and-sell.spec.ts b/apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-novn-buy-and-sell.spec.ts index 02a4e80d8..4def1a8d8 100644 --- a/apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-novn-buy-and-sell.spec.ts +++ b/apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-novn-buy-and-sell.spec.ts @@ -7,6 +7,7 @@ import { import { PortfolioCalculatorFactory } from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator.factory'; import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.service'; import { CurrentRateServiceMock } from '@ghostfolio/api/app/portfolio/current-rate.service.mock'; +import { getChartByYear } from '@ghostfolio/api/app/portfolio/portfolio-chart.helper'; import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service'; import { RedisCacheServiceMock } from '@ghostfolio/api/app/redis-cache/redis-cache.service.mock'; import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service'; @@ -91,6 +92,10 @@ describe('PortfolioCalculator', () => { ); }); + afterEach(() => { + jest.useRealTimers(); + }); + describe('get current positions', () => { it.only('with NOVN.SW buy and sell', async () => { jest.useFakeTimers().setSystemTime(parseDate('2022-04-11').getTime()); @@ -260,5 +265,57 @@ describe('PortfolioCalculator', () => { { date: '2022-01-01', investment: 0 } ]); }); + + it.only('with NOVN.SW buy and sell - performance grouped by year', async () => { + jest.useFakeTimers().setSystemTime(parseDate('2022-04-11').getTime()); + + const activities: Activity[] = exportResponse.activities.map( + (activity) => ({ + ...activityDummyData, + ...activity, + date: parseDate(activity.date), + feeInAssetProfileCurrency: activity.fee, + feeInBaseCurrency: activity.fee, + SymbolProfile: { + ...symbolProfileDummyData, + currency: activity.currency, + dataSource: activity.dataSource, + name: 'Novartis AG', + symbol: activity.symbol + }, + unitPriceInAssetProfileCurrency: activity.unitPrice + }) + ); + + const portfolioCalculator = portfolioCalculatorFactory.createCalculator({ + activities, + calculationType: PerformanceCalculationType.ROAI, + currency: exportResponse.user.settings.currency, + userId: userDummyData.id + }); + + await portfolioCalculator.computeSnapshot(); + + const { chart } = await portfolioCalculator.getPerformance({ + end: parseDate('2022-04-11'), + start: parseDate('2022-03-06') + }); + + const chartByYear = getChartByYear(chart); + + // All data is within 2022, so should only have one year entry + expect(chartByYear).toHaveLength(1); + + // Should have the last data point of 2022 (2022-04-11) with normalized date + expect(chartByYear[0].date).toEqual('2022-01-01'); + expect(chartByYear[0]).toMatchObject( + expect.objectContaining({ + date: '2022-01-01', + netPerformance: 19.86, + netPerformanceInPercentage: 0.13100263852242744, + totalInvestmentValueWithCurrencyEffect: 0 + }) + ); + }); }); });