From 5720a5f0eb8ffc607f146ee6b49044a4336f011d Mon Sep 17 00:00:00 2001
From: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
Date: Tue, 25 Aug 2026 20:32:13 +0200
Subject: [PATCH] Fix missing benchmark in performance chart for calendar year
 date ranges

---
 .../benchmarks/benchmarks.service.spec.ts     | 141 ------------------
 .../benchmarks/benchmarks.service.ts          |   9 +-
 2 files changed, 5 insertions(+), 145 deletions(-)
 delete mode 100644 apps/api/src/app/endpoints/benchmarks/benchmarks.service.spec.ts

diff --git a/apps/api/src/app/endpoints/benchmarks/benchmarks.service.spec.ts b/apps/api/src/app/endpoints/benchmarks/benchmarks.service.spec.ts
deleted file mode 100644
index 91211d641..000000000
--- a/apps/api/src/app/endpoints/benchmarks/benchmarks.service.spec.ts
+++ /dev/null
@@ -1,141 +0,0 @@
-import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service';
-import { SymbolService } from '@ghostfolio/api/app/symbol/symbol.service';
-import { BenchmarkService } from '@ghostfolio/api/services/benchmark/benchmark.service';
-import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
-import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
-
-import { BenchmarksService } from './benchmarks.service';
-
-describe('BenchmarksService', () => {
-  let benchmarksService: BenchmarksService;
-
-  const mockBenchmarkService = {
-    calculateChangeInPercentage: jest.fn(
-      (startPrice: number, endPrice: number) => {
-        return (endPrice - startPrice) / startPrice;
-      }
-    )
-  };
-
-  const mockExchangeRateDataService = {
-    getExchangeRatesByCurrency: jest.fn().mockResolvedValue({})
-  };
-
-  const mockMarketDataService = {
-    marketDataItems: jest.fn()
-  };
-
-  const mockPortfolioService = {
-    getPerformance: jest.fn()
-  };
-
-  const mockSymbolService = {
-    get: jest.fn()
-  };
-
-  beforeEach(() => {
-    jest.clearAllMocks();
-
-    benchmarksService = new BenchmarksService(
-      mockBenchmarkService as unknown as BenchmarkService,
-      mockExchangeRateDataService as unknown as ExchangeRateDataService,
-      mockMarketDataService as unknown as MarketDataService,
-      mockPortfolioService as unknown as PortfolioService,
-      mockSymbolService as unknown as SymbolService
-    );
-  });
-
-  describe('getMarketDataForUser', () => {
-    it('returns benchmark data for a calendar year with the first chart date as baseline', async () => {
-      const startDate = new Date(2024, 11, 31, 23, 59, 59, 999);
-      const endDate = new Date(2025, 11, 31, 23, 59, 59, 999);
-
-      mockPortfolioService.getPerformance.mockResolvedValue({
-        chart: [
-          { date: '2025-01-01', value: 0 },
-          { date: '2025-06-30', value: 10 },
-          { date: '2025-12-31', value: 20 }
-        ]
-      });
-
-      mockSymbolService.get.mockResolvedValue({
-        currency: 'USD',
-        marketPrice: 150
-      });
-
-      mockMarketDataService.marketDataItems.mockResolvedValue([
-        { date: new Date(Date.UTC(2025, 0, 1)), marketPrice: 100 },
-        { date: new Date(Date.UTC(2025, 5, 30)), marketPrice: 120 },
-        { date: new Date(Date.UTC(2025, 11, 31)), marketPrice: 150 }
-      ]);
-
-      const result = await benchmarksService.getMarketDataForUser({
-        dataSource: 'YAHOO',
-        dateRange: '2025',
-        endDate,
-        filters: [],
-        startDate,
-        symbol: 'VOO',
-        userId: 'user-1',
-        userSettings: { baseCurrency: 'USD' }
-      });
-
-      expect(result.marketData.length).toBeGreaterThan(0);
-
-      const baselineItem = result.marketData.find(
-        ({ date }) => date === '2025-01-01'
-      );
-      expect(baselineItem).toBeDefined();
-      expect(baselineItem.value).toBe(0);
-
-      const junItem = result.marketData.find(
-        ({ date }) => date === '2025-06-30'
-      );
-      expect(junItem).toEqual({
-        date: '2025-06-30',
-        value: expect.closeTo(((120 - 100) / 100) * 100, 10)
-      });
-
-      const decItem = result.marketData.find(
-        ({ date }) => date === '2025-12-31'
-      );
-      expect(decItem).toEqual({
-        date: '2025-12-31',
-        value: expect.closeTo(((150 - 100) / 100) * 100, 10)
-      });
-    });
-
-    it('uses resetHours(startDate) as the baseline when the chart is empty', async () => {
-      const startDate = new Date(2024, 11, 31, 23, 59, 59, 999);
-
-      mockPortfolioService.getPerformance.mockResolvedValue({
-        chart: []
-      });
-
-      mockSymbolService.get.mockResolvedValue({
-        currency: 'USD',
-        marketPrice: 150
-      });
-
-      mockMarketDataService.marketDataItems.mockResolvedValue([
-        { date: new Date(Date.UTC(2024, 11, 31)), marketPrice: 100 }
-      ]);
-
-      const result = await benchmarksService.getMarketDataForUser({
-        dataSource: 'YAHOO',
-        dateRange: '2025',
-        filters: [],
-        startDate,
-        symbol: 'VOO',
-        userId: 'user-1',
-        userSettings: { baseCurrency: 'USD' }
-      });
-
-      const baselineItem = result.marketData.find(
-        ({ date }) => date === '2024-12-31'
-      );
-      expect(baselineItem).toBeDefined();
-      expect(baselineItem.value).toBe(0);
-    });
-  });
-});
diff --git a/apps/api/src/app/endpoints/benchmarks/benchmarks.service.ts b/apps/api/src/app/endpoints/benchmarks/benchmarks.service.ts
index 2833dfe6f..beff7ffa6 100644
--- a/apps/api/src/app/endpoints/benchmarks/benchmarks.service.ts
+++ b/apps/api/src/app/endpoints/benchmarks/benchmarks.service.ts
@@ -88,10 +88,11 @@ export class BenchmarksService {
       return { marketData };
     }
 
-    const baselineDate =
-      chart.length > 0
-        ? resetHours(parseDate(chart[0].date))
-        : resetHours(startDate);
+    if (chart.length === 0) {
+      return { marketData };
+    }
+
+    const baselineDate = resetHours(parseDate(chart[0].date));
 
     const exchangeRates =
       await this.exchangeRateDataService.getExchangeRatesByCurrency({