Add groupBy=year to portfolio performance endpoint

apps/api/src/app/portfolio/portfolio.service.spec.ts

@@ -1158,38 +1158,6 @@ describe('PortfolioService', () => {
         { date: '2025-01-01', investmentValueWithCurrencyEffect: 200 }
       ]);
     });
-
-    it('should skip a calendar year without a chart when grouped by year', async () => {
-      getPerformanceOfCalculator
-        .mockResolvedValueOnce({
-          chart: [
-            { date: '2023-12-31', netPerformance: 0 },
-            { date: '2024-12-31', netPerformance: 200 },
-            { date: '2025-06-15', netPerformance: 300 }
-          ]
-        })
-        .mockResolvedValueOnce({ chart: [] })
-        .mockResolvedValueOnce({
-          chart: [
-            { date: '2024-12-31', netPerformance: 0 },
-            { date: '2025-06-15', netPerformance: 100 }
-          ]
-        });
-
-      const { chart } = await portfolioService.getPerformance({
-        dateRange: 'max',
-        groupBy: 'year',
-        userId: userDummyData.id
-      });
-
-      expect(chart).toEqual([
-        {
-          date: '2025-01-01',
-          investmentValueWithCurrencyEffect: 0,
-          netPerformance: 100
-        }
-      ]);
-    });
   });
 
   describe('getSummary', () => {

apps/api/src/app/portfolio/portfolio.service.ts

@@ -2065,15 +2065,14 @@ export class PortfolioService {
   }
 
   /**
-   * Returns one chart item per calendar year of the date range, like the
+   * Returns one chart item per calendar year of the date range, dated on
-   * dividends and the investments grouped by year, dated on 1 January. Each
+   * 1 January. Each year stands alone and is not accumulated, so its values
-   * year stands alone and is not accumulated, so its values are the same as
+   * are the same as for the date range of the year (e.g. '2024'), clipped to
-   * for the date range of the year (e.g. '2024'), clipped to the requested
+   * the requested date range. The investment is the sum of the year, the other
-   * date range. The investment is the sum of the year, the other values are
+   * values are the ones at the end of the year. The first chart item of the
-   * the ones at the end of the year. The first chart item of the date range
+   * date range carries the values at its start date and belongs to the
-   * carries the values at its start date and belongs to the previous period,
+   * previous period, like 31 December for a calendar year, so the years before
-   * like 31 December for a calendar year, so the years before the first
+   * the first activity have no chart item.
-   * activity have no chart item.
    */
   private async getPerformanceByYear({
     chartOfDateRange,
@@ -2089,7 +2088,7 @@ export class PortfolioService {
     const chart: HistoricalDataItem[] = [];
 
     const years = uniq(
-      chartOfDateRange?.slice(1).map(({ date }) => {
+      chartOfDateRange.slice(1).map(({ date }) => {
         return date.substring(0, 4);
       })
     );
@@ -2103,10 +2102,6 @@ export class PortfolioService {
         start: index === 0 ? startDate : startDateOfYear
       });
 
-      if (!chartOfYear?.length) {
-        continue;
-      }
-
       let investmentValueWithCurrencyEffect = new Big(0);
 
       for (const historicalDataItem of chartOfYear.slice(1)) {