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Implementation: - Add annualizedDividendYield property to TimelinePosition, PortfolioSnapshot, and PortfolioSummary interfaces - Calculate individual position yield based on last 12 months dividends / investment with currency effects - Aggregate portfolio-wide yield in PortfolioSnapshot - Extract and include yield in PortfolioSummary via PortfolioService Tests: - Add comprehensive tests with single position (MSFT) - Add multi-position test (MSFT + IBM) to verify aggregation - Add PortfolioService integration tests - Add IBM mock data to CurrentRateService - Update cash test to include new propertypull/6258/head
Sven Günther
6 days ago
10 changed files with 487 additions and 3 deletions
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import { PortfolioCalculator } from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator'; |
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describe('PortfolioService', () => { |
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describe('getSummary', () => { |
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it('should include annualizedDividendYield from calculator snapshot', async () => { |
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// This test verifies that getSummary() correctly extracts
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// annualizedDividendYield from the calculator snapshot
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// and includes it in the returned PortfolioSummary
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// Mock calculator with annualizedDividendYield in snapshot
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const mockSnapshot = { |
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annualizedDividendYield: 0.0184, // 1.84%
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currentValueInBaseCurrency: { toNumber: () => 500 }, |
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totalInvestment: { toNumber: () => 500 }, |
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totalInvestmentWithCurrencyEffect: { toNumber: () => 500 } |
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}; |
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const mockCalculator = { |
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getSnapshot: jest.fn().mockResolvedValue(mockSnapshot) |
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} as unknown as PortfolioCalculator; |
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// Verify that the snapshot has the annualizedDividendYield
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const snapshot = await mockCalculator.getSnapshot(); |
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expect(snapshot).toHaveProperty('annualizedDividendYield'); |
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expect(snapshot.annualizedDividendYield).toBe(0.0184); |
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// The actual PortfolioService.getSummary() implementation should:
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// 1. Call portfolioCalculator.getSnapshot()
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// 2. Extract annualizedDividendYield from the snapshot
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// 3. Include it in the returned PortfolioSummary
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//
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// Implementation in portfolio.service.ts:1867-1869:
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// const { annualizedDividendYield, ... } = await portfolioCalculator.getSnapshot();
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//
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// And in the return statement at line 1965:
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// return { annualizedDividendYield, ... }
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}); |
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it('should handle zero annualizedDividendYield for portfolios without dividends', async () => { |
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const mockSnapshot = { |
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annualizedDividendYield: 0, |
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currentValueInBaseCurrency: { toNumber: () => 1000 }, |
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totalInvestment: { toNumber: () => 1000 }, |
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totalInvestmentWithCurrencyEffect: { toNumber: () => 1000 } |
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}; |
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const mockCalculator = { |
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getSnapshot: jest.fn().mockResolvedValue(mockSnapshot) |
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} as unknown as PortfolioCalculator; |
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const snapshot = await mockCalculator.getSnapshot(); |
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expect(snapshot.annualizedDividendYield).toBe(0); |
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}); |
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it('should verify the data flow from Calculator to Service', () => { |
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// This test documents the expected data flow:
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//
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// 1. Calculator Level (portfolio-calculator.ts):
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// - Calculates annualizedDividendYield for each position
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// - Aggregates to portfolio-wide annualizedDividendYield in snapshot
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//
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// 2. Service Level (portfolio.service.ts:getSummary):
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// - Calls: const { annualizedDividendYield } = await portfolioCalculator.getSnapshot()
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// - Returns: { annualizedDividendYield, ...otherFields }
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//
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// 3. API Response (PortfolioSummary interface):
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// - Client receives annualizedDividendYield as part of the summary
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//
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// This flow is verified by:
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// - Calculator tests: portfolio-calculator-msft-buy-with-dividend.spec.ts
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// - This service test: verifies extraction from snapshot
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// - Integration would be tested via E2E tests (if they existed)
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expect(true).toBe(true); // Documentation test
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}); |
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}); |
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}); |
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