Add option to group dividends yearly

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

@@ -235,8 +235,8 @@ export class PortfolioService {
       };
     });
 
-    if (groupBy === 'month') {
+    if (groupBy) {
-      dividends = this.getDividendsByMonth(dividends);
+      dividends = this.getDividendsByGroup(dividends, groupBy);
     }
 
     const startDate = this.getStartDate(
@@ -1269,42 +1269,58 @@ export class PortfolioService {
       );
   }
 
-  private getDividendsByMonth(aDividends: InvestmentItem[]): InvestmentItem[] {
+  private getDividendsByGroup(
+    aDividends: InvestmentItem[],
+    groupBy: GroupBy
+  ): InvestmentItem[] {
     if (aDividends.length === 0) {
       return [];
     }
 
     const dividends = [];
     let currentDate: Date;
-    let investmentByMonth = new Big(0);
+    let investmentByGroup = new Big(0);
 
     for (const [index, dividend] of aDividends.entries()) {
       if (
-        isSameMonth(parseDate(dividend.date), currentDate) &&
+        isSameYear(parseDate(dividend.date), currentDate) &&
-        isSameYear(parseDate(dividend.date), currentDate)
+        (groupBy === 'year' ||
+          isSameMonth(parseDate(dividend.date), currentDate))
       ) {
-        // Same month: Add up divididends
+        // Same group: Add up dividends
 
-        investmentByMonth = investmentByMonth.plus(dividend.investment);
+        investmentByGroup = investmentByGroup.plus(dividend.investment);
       } else {
-        // New month: Store previous month and reset
+        // New group: Store previous group and reset
 
         if (currentDate) {
           dividends.push({
-            date: format(set(currentDate, { date: 1 }), DATE_FORMAT),
+            date: format(
-            investment: investmentByMonth
+              set(
+                currentDate,
+                groupBy === 'month' ? { date: 1 } : { date: 1, month: 1 }
+              ),
+              DATE_FORMAT
+            ),
+            investment: investmentByGroup
           });
         }
 
         currentDate = parseDate(dividend.date);
-        investmentByMonth = new Big(dividend.investment);
+        investmentByGroup = new Big(dividend.investment);
       }
 
       if (index === aDividends.length - 1) {
         // Store current month (latest order)
         dividends.push({
-          date: format(set(currentDate, { date: 1 }), DATE_FORMAT),
+          date: format(
-          investment: investmentByMonth
+            set(
+              currentDate,
+              groupBy === 'month' ? { date: 1 } : { date: 1, month: 1 }
+            ),
+            DATE_FORMAT
+          ),
+          investment: investmentByGroup
         });
       }
     }

apps/client/src/app/pages/portfolio/analysis/analysis-page.component.ts

@@ -296,7 +296,7 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
     this.dataService
       .fetchDividends({
         filters: this.activeFilters,
-        groupBy: 'month',
+        groupBy: this.mode,
         range: this.user?.settings?.dateRange
       })
       .pipe(takeUntil(this.unsubscribeSubject))