mirror of https://github.com/ghostfolio/ghostfolio
Sven Günther
4 hours ago
committed by
GitHub
GitHub
25 changed files with 873 additions and 3 deletions
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import { PortfolioCalculator } from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator'; |
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import { |
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activityDummyData, |
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symbolProfileDummyData, |
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userDummyData |
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} from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator-test-utils'; |
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import { DEFAULT_CURRENCY } from '@ghostfolio/common/config'; |
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import { Activity } from '@ghostfolio/common/interfaces'; |
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import { RequestWithUser } from '@ghostfolio/common/types'; |
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import { Type as ActivityType } from '@prisma/client'; |
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import { Big } from 'big.js'; |
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import { PortfolioService } from './portfolio.service'; |
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describe('PortfolioService', () => { |
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describe('getSummary', () => { |
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beforeEach(() => { |
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jest.useFakeTimers().setSystemTime(new Date('2023-07-10')); |
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}); |
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afterEach(() => { |
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jest.useRealTimers(); |
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jest.restoreAllMocks(); |
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}); |
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it('returns annualizedDividendYield from the calculator snapshot', async () => { |
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const activities: Activity[] = [ |
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{ |
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...activityDummyData, |
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currency: 'USD', |
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date: new Date('2023-06-01'), |
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feeInAssetProfileCurrency: 0, |
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feeInBaseCurrency: 0, |
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quantity: 2, |
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SymbolProfile: { |
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...symbolProfileDummyData, |
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currency: 'USD', |
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dataSource: 'YAHOO', |
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name: 'Microsoft Inc.', |
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symbol: 'MSFT' |
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}, |
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type: ActivityType.BUY, |
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unitPrice: 50, |
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unitPriceInAssetProfileCurrency: 50, |
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value: 100, |
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valueInBaseCurrency: 100 |
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}, |
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{ |
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...activityDummyData, |
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currency: 'USD', |
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date: new Date('2023-06-02'), |
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feeInAssetProfileCurrency: 0, |
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feeInBaseCurrency: 0, |
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quantity: 1, |
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SymbolProfile: { |
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...symbolProfileDummyData, |
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currency: 'USD', |
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dataSource: 'YAHOO', |
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name: 'Microsoft Inc.', |
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symbol: 'MSFT' |
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}, |
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type: ActivityType.SELL, |
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unitPrice: 40, |
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unitPriceInAssetProfileCurrency: 40, |
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value: 40, |
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valueInBaseCurrency: 40 |
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} |
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]; |
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const exchangeRateDataService = { |
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toCurrency: jest.fn((value: number) => value) |
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}; |
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const orderService = { |
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getOrders: jest.fn().mockResolvedValue({ activities }) |
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}; |
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const userService = { |
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user: jest.fn().mockResolvedValue({ |
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id: userDummyData.id, |
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settings: { |
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settings: { |
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baseCurrency: DEFAULT_CURRENCY, |
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emergencyFund: 0 |
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} |
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} |
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}) |
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}; |
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const accountService = { |
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getCashDetails: jest.fn().mockResolvedValue({ |
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balanceInBaseCurrency: 1000 |
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}) |
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}; |
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const impersonationService = { |
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validateImpersonationId: jest.fn().mockResolvedValue(undefined) |
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}; |
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const request = { |
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user: { |
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id: userDummyData.id, |
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settings: { settings: { baseCurrency: DEFAULT_CURRENCY } } |
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} |
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} as RequestWithUser; |
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const portfolioCalculator = { |
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getDividendInBaseCurrency: jest.fn().mockResolvedValue(new Big(12)), |
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getFeesInBaseCurrency: jest.fn().mockResolvedValue(new Big(4)), |
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getInterestInBaseCurrency: jest.fn().mockResolvedValue(new Big(1)), |
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getLiabilitiesInBaseCurrency: jest.fn().mockResolvedValue(new Big(6)), |
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getSnapshot: jest.fn().mockResolvedValue({ |
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annualizedDividendYield: 0.0123, |
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currentValueInBaseCurrency: new Big(500), |
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totalInvestment: new Big(400) |
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}), |
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getStartDate: jest.fn().mockReturnValue(new Date('2023-01-01')) |
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} as unknown as PortfolioCalculator; |
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const service = new PortfolioService( |
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{} as any, |
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accountService as any, |
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{} as any, |
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{} as any, |
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{} as any, |
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exchangeRateDataService as any, |
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{} as any, |
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impersonationService as any, |
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orderService as any, |
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request, |
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{} as any, |
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{} as any, |
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userService as any |
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); |
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jest.spyOn(service, 'getPerformance').mockResolvedValue({ |
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performance: { |
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netPerformance: 20, |
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netPerformancePercentage: 0.05, |
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netPerformancePercentageWithCurrencyEffect: 0.05, |
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netPerformanceWithCurrencyEffect: 20 |
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} |
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} as any); |
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const summary = await (service as any).getSummary({ |
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balanceInBaseCurrency: 1000, |
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emergencyFundHoldingsValueInBaseCurrency: 0, |
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filteredValueInBaseCurrency: new Big(200), |
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impersonationId: userDummyData.id, |
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portfolioCalculator, |
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userCurrency: DEFAULT_CURRENCY, |
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userId: userDummyData.id |
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}); |
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expect(portfolioCalculator.getSnapshot).toHaveBeenCalledTimes(1); |
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expect(summary).toMatchObject({ |
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annualizedDividendYield: 0.0123, |
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cash: 1000, |
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committedFunds: 60, |
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dividendInBaseCurrency: 12, |
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fees: 4, |
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grossPerformance: 24, |
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grossPerformanceWithCurrencyEffect: 24, |
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interestInBaseCurrency: 1, |
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liabilitiesInBaseCurrency: 6, |
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totalBuy: 100, |
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totalInvestment: 400, |
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totalSell: 40, |
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totalValueInBaseCurrency: 1494 |
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}); |
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expect(summary.activityCount).toBe(2); |
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expect(summary.dateOfFirstActivity).toEqual(new Date('2023-01-01')); |
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}); |
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}); |
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}); |
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