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Use currency from user settings

pull/5765/head
Thomas Kaul 3 weeks ago
parent
af880442ec
commit
666d6f1172
6 changed files with 109 additions and 117 deletions
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  1. 6
      apps/api/src/app/portfolio/calculator/portfolio-calculator-test-utils.ts
  2. 20
      apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-btceur.spec.ts
  3. 20
      apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-btcusd-short.spec.ts
  4. 20
      apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-btcusd.spec.ts
  5. 20
      apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-novn-buy-and-sell-partially.spec.ts
  6. 20
      apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-novn-buy-and-sell.spec.ts

6
apps/api/src/app/portfolio/calculator/portfolio-calculator-test-utils.ts
View File

@ -1,3 +1,5 @@
import { Export } from '@ghostfolio/common/interfaces';
import { readFileSync } from 'node:fs';
export const activityDummyData = {
@ -37,6 +39,6 @@ export const userDummyData = {
id: 'xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx'
};
export function loadActivityExportFile(filePath: string) {
return JSON.parse(readFileSync(filePath, 'utf8')).activities;
export function loadExportFile(filePath: string): Export {
return JSON.parse(readFileSync(filePath, 'utf8'));
}

20
apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-btceur.spec.ts
View File

@ -1,8 +1,7 @@
import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
import {
activityDummyData,
loadActivityExportFile,
loadExportFile,
symbolProfileDummyData,
userDummyData
} from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator-test-utils';
@ -16,9 +15,9 @@ import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-
import { PortfolioSnapshotService } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service';
import { PortfolioSnapshotServiceMock } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service.mock';
import { parseDate } from '@ghostfolio/common/helper';
import { Export } from '@ghostfolio/common/interfaces';
import { PerformanceCalculationType } from '@ghostfolio/common/types/performance-calculation-type.type';
import { Tag } from '@prisma/client';
import { Big } from 'big.js';
import { join } from 'node:path';
@ -53,7 +52,7 @@ jest.mock('@ghostfolio/api/app/redis-cache/redis-cache.service', () => {
});
describe('PortfolioCalculator', () => {
let activityDtos: CreateOrderDto[];
let exportResponse: Export;
let configurationService: ConfigurationService;
let currentRateService: CurrentRateService;
@ -63,7 +62,7 @@ describe('PortfolioCalculator', () => {
let redisCacheService: RedisCacheService;
beforeAll(() => {
activityDtos = loadActivityExportFile(
exportResponse = loadExportFile(
join(__dirname, '../../../../../../../test/import/ok/btceur.json')
);
});
@ -97,7 +96,8 @@ describe('PortfolioCalculator', () => {
it.only('with BTCUSD buy (in EUR)', async () => {
jest.useFakeTimers().setSystemTime(parseDate('2022-01-14').getTime());
const activities: Activity[] = activityDtos.map((activity) => ({
const activities: Activity[] = exportResponse.activities.map(
(activity) => ({
...activityDummyData,
...activity,
date: parseDate(activity.date),
@ -109,16 +109,14 @@ describe('PortfolioCalculator', () => {
name: 'Bitcoin',
symbol: activity.symbol
},
tags: activity.tags?.map((id) => {
return { id } as Tag;
}),
unitPriceInAssetProfileCurrency: 44558.42
}));
})
);
const portfolioCalculator = portfolioCalculatorFactory.createCalculator({
activities,
calculationType: PerformanceCalculationType.ROAI,
currency: 'USD',
currency: exportResponse.user.settings.currency,
userId: userDummyData.id
});

20
apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-btcusd-short.spec.ts
View File

@ -1,8 +1,7 @@
import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
import {
activityDummyData,
loadActivityExportFile,
loadExportFile,
symbolProfileDummyData,
userDummyData
} from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator-test-utils';
@ -16,9 +15,9 @@ import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-
import { PortfolioSnapshotService } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service';
import { PortfolioSnapshotServiceMock } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service.mock';
import { parseDate } from '@ghostfolio/common/helper';
import { Export } from '@ghostfolio/common/interfaces';
import { PerformanceCalculationType } from '@ghostfolio/common/types/performance-calculation-type.type';
import { Tag } from '@prisma/client';
import { Big } from 'big.js';
import { join } from 'node:path';
@ -53,7 +52,7 @@ jest.mock('@ghostfolio/api/app/redis-cache/redis-cache.service', () => {
});
describe('PortfolioCalculator', () => {
let activityDtos: CreateOrderDto[];
let exportResponse: Export;
let configurationService: ConfigurationService;
let currentRateService: CurrentRateService;
@ -63,7 +62,7 @@ describe('PortfolioCalculator', () => {
let redisCacheService: RedisCacheService;
beforeAll(() => {
activityDtos = loadActivityExportFile(
exportResponse = loadExportFile(
join(__dirname, '../../../../../../../test/import/ok/btcusd-short.json')
);
});
@ -97,7 +96,8 @@ describe('PortfolioCalculator', () => {
it.only('with BTCUSD short sell (in USD)', async () => {
jest.useFakeTimers().setSystemTime(parseDate('2022-01-14').getTime());
const activities: Activity[] = activityDtos.map((activity) => ({
const activities: Activity[] = exportResponse.activities.map(
(activity) => ({
...activityDummyData,
...activity,
date: parseDate(activity.date),
@ -109,16 +109,14 @@ describe('PortfolioCalculator', () => {
name: 'Bitcoin',
symbol: activity.symbol
},
tags: activity.tags?.map((id) => {
return { id } as Tag;
}),
unitPriceInAssetProfileCurrency: activity.unitPrice
}));
})
);
const portfolioCalculator = portfolioCalculatorFactory.createCalculator({
activities,
calculationType: PerformanceCalculationType.ROAI,
currency: 'USD',
currency: exportResponse.user.settings.currency,
userId: userDummyData.id
});

20
apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-btcusd.spec.ts
View File

@ -1,8 +1,7 @@
import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
import {
activityDummyData,
loadActivityExportFile,
loadExportFile,
symbolProfileDummyData,
userDummyData
} from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator-test-utils';
@ -16,9 +15,9 @@ import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-
import { PortfolioSnapshotService } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service';
import { PortfolioSnapshotServiceMock } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service.mock';
import { parseDate } from '@ghostfolio/common/helper';
import { Export } from '@ghostfolio/common/interfaces';
import { PerformanceCalculationType } from '@ghostfolio/common/types/performance-calculation-type.type';
import { Tag } from '@prisma/client';
import { Big } from 'big.js';
import { join } from 'node:path';
@ -53,7 +52,7 @@ jest.mock('@ghostfolio/api/app/redis-cache/redis-cache.service', () => {
});
describe('PortfolioCalculator', () => {
let activityDtos: CreateOrderDto[];
let exportResponse: Export;
let configurationService: ConfigurationService;
let currentRateService: CurrentRateService;
@ -63,7 +62,7 @@ describe('PortfolioCalculator', () => {
let redisCacheService: RedisCacheService;
beforeAll(() => {
activityDtos = loadActivityExportFile(
exportResponse = loadExportFile(
join(__dirname, '../../../../../../../test/import/ok/btcusd.json')
);
});
@ -97,7 +96,8 @@ describe('PortfolioCalculator', () => {
it.only('with BTCUSD buy (in USD)', async () => {
jest.useFakeTimers().setSystemTime(parseDate('2022-01-14').getTime());
const activities: Activity[] = activityDtos.map((activity) => ({
const activities: Activity[] = exportResponse.activities.map(
(activity) => ({
...activityDummyData,
...activity,
date: parseDate(activity.date),
@ -109,16 +109,14 @@ describe('PortfolioCalculator', () => {
name: 'Bitcoin',
symbol: activity.symbol
},
tags: activity.tags?.map((id) => {
return { id } as Tag;
}),
unitPriceInAssetProfileCurrency: 44558.42
}));
})
);
const portfolioCalculator = portfolioCalculatorFactory.createCalculator({
activities,
calculationType: PerformanceCalculationType.ROAI,
currency: 'USD',
currency: exportResponse.user.settings.currency,
userId: userDummyData.id
});

20
apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-novn-buy-and-sell-partially.spec.ts
View File

@ -1,8 +1,7 @@
import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
import {
activityDummyData,
loadActivityExportFile,
loadExportFile,
symbolProfileDummyData,
userDummyData
} from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator-test-utils';
@ -16,9 +15,9 @@ import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-
import { PortfolioSnapshotService } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service';
import { PortfolioSnapshotServiceMock } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service.mock';
import { parseDate } from '@ghostfolio/common/helper';
import { Export } from '@ghostfolio/common/interfaces';
import { PerformanceCalculationType } from '@ghostfolio/common/types/performance-calculation-type.type';
import { Tag } from '@prisma/client';
import { Big } from 'big.js';
import { join } from 'node:path';
@ -53,7 +52,7 @@ jest.mock('@ghostfolio/api/app/redis-cache/redis-cache.service', () => {
});
describe('PortfolioCalculator', () => {
let activityDtos: CreateOrderDto[];
let exportResponse: Export;
let configurationService: ConfigurationService;
let currentRateService: CurrentRateService;
@ -63,7 +62,7 @@ describe('PortfolioCalculator', () => {
let redisCacheService: RedisCacheService;
beforeAll(() => {
activityDtos = loadActivityExportFile(
exportResponse = loadExportFile(
join(
__dirname,
'../../../../../../../test/import/ok/novn-buy-and-sell-partially.json'
@ -100,7 +99,8 @@ describe('PortfolioCalculator', () => {
it.only('with NOVN.SW buy and sell partially', async () => {
jest.useFakeTimers().setSystemTime(parseDate('2022-04-11').getTime());
const activities: Activity[] = activityDtos.map((activity) => ({
const activities: Activity[] = exportResponse.activities.map(
(activity) => ({
...activityDummyData,
...activity,
date: parseDate(activity.date),
@ -112,16 +112,14 @@ describe('PortfolioCalculator', () => {
name: 'Novartis AG',
symbol: activity.symbol
},
tags: activity.tags?.map((id) => {
return { id } as Tag;
}),
unitPriceInAssetProfileCurrency: activity.unitPrice
}));
})
);
const portfolioCalculator = portfolioCalculatorFactory.createCalculator({
activities,
calculationType: PerformanceCalculationType.ROAI,
currency: 'CHF',
currency: exportResponse.user.settings.currency,
userId: userDummyData.id
});

20
apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-novn-buy-and-sell.spec.ts
View File

@ -1,8 +1,7 @@
import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
import {
activityDummyData,
loadActivityExportFile,
loadExportFile,
symbolProfileDummyData,
userDummyData
} from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator-test-utils';
@ -16,9 +15,9 @@ import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-
import { PortfolioSnapshotService } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service';
import { PortfolioSnapshotServiceMock } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service.mock';
import { parseDate } from '@ghostfolio/common/helper';
import { Export } from '@ghostfolio/common/interfaces';
import { PerformanceCalculationType } from '@ghostfolio/common/types/performance-calculation-type.type';
import { Tag } from '@prisma/client';
import { Big } from 'big.js';
import { join } from 'node:path';
@ -53,7 +52,7 @@ jest.mock('@ghostfolio/api/app/redis-cache/redis-cache.service', () => {
});
describe('PortfolioCalculator', () => {
let activityDtos: CreateOrderDto[];
let exportResponse: Export;
let configurationService: ConfigurationService;
let currentRateService: CurrentRateService;
@ -63,7 +62,7 @@ describe('PortfolioCalculator', () => {
let redisCacheService: RedisCacheService;
beforeAll(() => {
activityDtos = loadActivityExportFile(
exportResponse = loadExportFile(
join(
__dirname,
'../../../../../../../test/import/ok/novn-buy-and-sell.json'
@ -100,7 +99,8 @@ describe('PortfolioCalculator', () => {
it.only('with NOVN.SW buy and sell', async () => {
jest.useFakeTimers().setSystemTime(parseDate('2022-04-11').getTime());
const activities: Activity[] = activityDtos.map((activity) => ({
const activities: Activity[] = exportResponse.activities.map(
(activity) => ({
...activityDummyData,
...activity,
date: parseDate(activity.date),
@ -112,16 +112,14 @@ describe('PortfolioCalculator', () => {
name: 'Novartis AG',
symbol: activity.symbol
},
tags: activity.tags?.map((id) => {
return { id } as Tag;
}),
unitPriceInAssetProfileCurrency: activity.unitPrice
}));
})
);
const portfolioCalculator = portfolioCalculatorFactory.createCalculator({
activities,
calculationType: PerformanceCalculationType.ROAI,
currency: 'CHF',
currency: exportResponse.user.settings.currency,
userId: userDummyData.id
});

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