mirror of https://github.com/ghostfolio/ghostfolio
26 changed files with 706 additions and 130 deletions
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import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface'; |
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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 { PortfolioCalculatorFactory } from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator.factory'; |
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import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.service'; |
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import { CurrentRateServiceMock } from '@ghostfolio/api/app/portfolio/current-rate.service.mock'; |
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import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service'; |
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import { RedisCacheServiceMock } from '@ghostfolio/api/app/redis-cache/redis-cache.service.mock'; |
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import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service'; |
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import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service'; |
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import { PortfolioSnapshotService } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service'; |
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import { PortfolioSnapshotServiceMock } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service.mock'; |
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import { parseDate } from '@ghostfolio/common/helper'; |
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import { PerformanceCalculationType } from '@ghostfolio/common/types/performance-calculation-type.type'; |
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|
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jest.mock('@ghostfolio/api/app/portfolio/current-rate.service', () => { |
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return { |
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CurrentRateService: jest.fn().mockImplementation(() => { |
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return CurrentRateServiceMock; |
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}) |
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}; |
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}); |
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|
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jest.mock( |
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'@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service', |
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() => { |
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return { |
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// eslint-disable-next-line @typescript-eslint/naming-convention
|
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PortfolioSnapshotService: jest.fn().mockImplementation(() => { |
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return PortfolioSnapshotServiceMock; |
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}) |
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}; |
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} |
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); |
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|
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jest.mock('@ghostfolio/api/app/redis-cache/redis-cache.service', () => { |
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return { |
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// eslint-disable-next-line @typescript-eslint/naming-convention
|
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RedisCacheService: jest.fn().mockImplementation(() => { |
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return RedisCacheServiceMock; |
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}) |
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}; |
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}); |
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|
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describe('PortfolioCalculator', () => { |
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let configurationService: ConfigurationService; |
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let currentRateService: CurrentRateService; |
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let exchangeRateDataService: ExchangeRateDataService; |
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let portfolioCalculatorFactory: PortfolioCalculatorFactory; |
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let portfolioSnapshotService: PortfolioSnapshotService; |
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let redisCacheService: RedisCacheService; |
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|
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beforeEach(() => { |
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configurationService = new ConfigurationService(); |
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currentRateService = new CurrentRateService(null, null, null, null); |
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exchangeRateDataService = new ExchangeRateDataService( |
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null, |
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null, |
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null, |
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null |
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); |
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portfolioSnapshotService = new PortfolioSnapshotService(null); |
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redisCacheService = new RedisCacheService(null, null); |
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portfolioCalculatorFactory = new PortfolioCalculatorFactory( |
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configurationService, |
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currentRateService, |
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exchangeRateDataService, |
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portfolioSnapshotService, |
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redisCacheService |
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); |
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}); |
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|
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describe('get transaction point', () => { |
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it('with MSFT buy and sell with fractional quantities (multiples of 1/3)', () => { |
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jest.useFakeTimers().setSystemTime(parseDate('2024-04-01').getTime()); |
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|
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const activities: Activity[] = [ |
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{ |
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...activityDummyData, |
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date: new Date('2024-03-08'), |
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feeInAssetProfileCurrency: 0, |
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quantity: 0.3333333333333333, |
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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: 'BUY', |
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unitPriceInAssetProfileCurrency: 408 |
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}, |
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{ |
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...activityDummyData, |
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date: new Date('2024-03-13'), |
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quantity: 0.6666666666666666, |
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feeInAssetProfileCurrency: 0, |
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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: 'BUY', |
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unitPriceInAssetProfileCurrency: 400 |
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}, |
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{ |
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...activityDummyData, |
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date: new Date('2024-03-14'), |
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quantity: 1, |
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feeInAssetProfileCurrency: 0, |
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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: 'SELL', |
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unitPriceInAssetProfileCurrency: 411 |
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} |
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]; |
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|
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const portfolioCalculator = portfolioCalculatorFactory.createCalculator({ |
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activities, |
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calculationType: PerformanceCalculationType.ROAI, |
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currency: 'USD', |
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userId: userDummyData.id |
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}); |
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|
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const transactionPoints = portfolioCalculator.getTransactionPoints(); |
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const lastTransactionPoint = |
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transactionPoints[transactionPoints.length - 1]; |
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const position = lastTransactionPoint.items.find( |
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(item) => item.symbol === 'MSFT' |
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); |
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|
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expect(position.investment.toNumber()).toBe(0); |
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expect(position.quantity.toNumber()).toBe(0); |
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}); |
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}); |
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}); |
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@ -0,0 +1,17 @@ |
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import { publicRoutes } from '@ghostfolio/common/routes/routes'; |
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|
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import { Component } from '@angular/core'; |
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import { MatButtonModule } from '@angular/material/button'; |
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import { RouterModule } from '@angular/router'; |
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|
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@Component({ |
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host: { class: 'page' }, |
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imports: [MatButtonModule, RouterModule], |
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selector: 'gf-hacktoberfest-2025-page', |
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templateUrl: './hacktoberfest-2025-page.html' |
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}) |
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export class Hacktoberfest2025PageComponent { |
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public routerLinkAbout = publicRoutes.about.routerLink; |
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public routerLinkBlog = publicRoutes.blog.routerLink; |
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public routerLinkOpenStartup = publicRoutes.openStartup.routerLink; |
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} |
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<div class="blog container"> |
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<div class="row"> |
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<div class="col-md-8 offset-md-2"> |
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<article> |
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<div class="mb-4 text-center"> |
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<h1 class="mb-1">Hacktoberfest 2025</h1> |
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<div class="mb-3 text-muted"><small>2025-09-27</small></div> |
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<img |
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alt="Hacktoberfest 2025 with Ghostfolio Teaser" |
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class="rounded w-100" |
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src="../assets/images/blog/hacktoberfest-2025.png" |
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title="Hacktoberfest 2025 with Ghostfolio" |
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/> |
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</div> |
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<section class="mb-4"> |
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<p> |
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Ghostfolio is joining |
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<a href="https://hacktoberfest.com">Hacktoberfest</a> for the fourth |
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time and <a [routerLink]="routerLinkAbout">we</a> are looking |
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forward to meeting new open-source contributors along the way. Every |
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year in October, Hacktoberfest celebrates open source by |
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highlighting projects, maintainers, and contributors from around the |
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globe. Open source maintainers dedicate extra time to support new |
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contributors while guiding them through their first pull requests on |
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<a href="https://github.com/ghostfolio/ghostfolio">GitHub</a>. |
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</p> |
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</section> |
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<section class="mb-4"> |
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<h2 class="h4"> |
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Meet Ghostfolio: a modern Dashboard for Personal Finance |
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</h2> |
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<p> |
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<a href="https://ghostfol.io">Ghostfolio</a> is a web application |
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that makes it easy to manage your personal finances. It aggregates |
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your assets and helps you make informed decisions to balance your |
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portfolio or plan future investments. |
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</p> |
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<p> |
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The software is fully written in |
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<a href="https://www.typescriptlang.org">TypeScript</a> and |
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organized as an <a href="https://nx.dev">Nx</a> workspace, utilizing |
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the latest framework releases. The backend is based on |
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<a href="https://nestjs.com">NestJS</a> in combination with |
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<a href="https://www.postgresql.org">PostgreSQL</a> as a database |
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together with <a href="https://www.prisma.io">Prisma</a> and |
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<a href="https://redis.io">Redis</a> for caching. The frontend is |
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developed with <a href="https://angular.dev">Angular</a>. |
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</p> |
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<p> |
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With over 200 contributors, the OSS project is used daily by a |
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growing global community. Ghostfolio counts more than |
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<a [routerLink]="routerLinkOpenStartup">6’500 stars on GitHub</a> |
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and |
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<a [routerLink]="routerLinkOpenStartup" |
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>1’600’000+ pulls on Docker Hub</a |
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>, standing out for its simple and user-friendly experience. |
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</p> |
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</section> |
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<section class="mb-4"> |
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<h2 class="h4">How you can make an impact</h2> |
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<p> |
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Every contribution makes a difference. Whether it is implementing |
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new features, resolving bugs, refactoring code, enhancing |
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documentation, adding unit tests, or translating content into |
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another language, you can actively shape our project. |
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</p> |
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<p> |
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New to our codebase? No worries! We have labeled a few |
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<a |
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href="https://github.com/ghostfolio/ghostfolio/issues?q=is%3Aissue+is%3Aopen+label%3Ahacktoberfest" |
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>issues</a |
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> |
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with <code>hacktoberfest</code> that are ideal for newcomers. |
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</p> |
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<p> |
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The official Hacktoberfest website provides some valuable |
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<a |
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href="https://hacktoberfest.com/participation/#beginner-resources" |
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>resources for beginners</a |
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> |
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to start contributing in open source. |
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</p> |
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</section> |
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<section class="mb-4"> |
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<h2 class="h4">Connect with us</h2> |
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<p> |
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If you have further questions or ideas, please join our |
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<a |
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href="https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg" |
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>Slack</a |
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> |
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community or get in touch on X |
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<a href="https://x.com/ghostfolio_">@ghostfolio_</a>. |
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</p> |
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<p> |
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We look forward to collaborating.<br /> |
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Thomas from Ghostfolio |
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</p> |
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</section> |
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<section class="mb-4"> |
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<ul class="list-inline"> |
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<li class="list-inline-item"> |
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<span class="badge badge-light">Angular</span> |
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</li> |
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<li class="list-inline-item"> |
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<span class="badge badge-light">Community</span> |
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</li> |
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<li class="list-inline-item"> |
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<span class="badge badge-light">Dashboard</span> |
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</li> |
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<li class="list-inline-item"> |
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<span class="badge badge-light">Docker</span> |
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</li> |
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<li class="list-inline-item"> |
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<span class="badge badge-light">Finance</span> |
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</li> |
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<li class="list-inline-item"> |
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<span class="badge badge-light">Fintech</span> |
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</li> |
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<li class="list-inline-item"> |
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<span class="badge badge-light">Ghostfolio</span> |
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</li> |
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<li class="list-inline-item"> |
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<span class="badge badge-light">GitHub</span> |
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</li> |
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<li class="list-inline-item"> |
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<span class="badge badge-light">Hacktoberfest</span> |
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</li> |
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<li class="list-inline-item"> |
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<span class="badge badge-light">Hacktoberfest 2025</span> |
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</li> |
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<li class="list-inline-item"> |
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<span class="badge badge-light">Investment</span> |
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</li> |
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<li class="list-inline-item"> |
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<span class="badge badge-light">NestJS</span> |
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</li> |
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<li class="list-inline-item"> |
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<span class="badge badge-light">Nx</span> |
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</li> |
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<li class="list-inline-item"> |
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<span class="badge badge-light">October</span> |
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</li> |
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<li class="list-inline-item"> |
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<span class="badge badge-light">Open Source</span> |
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</li> |
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<li class="list-inline-item"> |
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<span class="badge badge-light">OSS</span> |
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</li> |
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<li class="list-inline-item"> |
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<span class="badge badge-light">Personal Finance</span> |
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</li> |
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<li class="list-inline-item"> |
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<span class="badge badge-light">Portfolio</span> |
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</li> |
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<li class="list-inline-item"> |
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<span class="badge badge-light">Portfolio Tracker</span> |
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</li> |
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<li class="list-inline-item"> |
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<span class="badge badge-light">Prisma</span> |
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</li> |
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<li class="list-inline-item"> |
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<span class="badge badge-light">Redis</span> |
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</li> |
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<li class="list-inline-item"> |
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<span class="badge badge-light">Software</span> |
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</li> |
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<li class="list-inline-item"> |
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<span class="badge badge-light">TypeScript</span> |
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</li> |
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<li class="list-inline-item"> |
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<span class="badge badge-light">UX</span> |
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</li> |
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<li class="list-inline-item"> |
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<span class="badge badge-light">Wealth</span> |
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</li> |
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<li class="list-inline-item"> |
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<span class="badge badge-light">Wealth Management</span> |
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</li> |
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<li class="list-inline-item"> |
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<span class="badge badge-light">Web Application</span> |
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</li> |
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</ul> |
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</section> |
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<nav aria-label="breadcrumb"> |
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<ol class="breadcrumb"> |
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<li class="breadcrumb-item"> |
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<a i18n [routerLink]="routerLinkBlog">Blog</a> |
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</li> |
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<li |
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aria-current="page" |
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class="active breadcrumb-item text-truncate" |
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> |
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Hacktoberfest 2025 |
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</li> |
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</ol> |
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</nav> |
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</article> |
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</div> |
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</div> |
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</div> |
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@ -0,0 +1,8 @@ |
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import { Type } from '@prisma/client'; |
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|
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export const ActivityType = { |
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...Type, |
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VALUABLE: 'VALUABLE' |
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} as const; |
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|
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export type ActivityType = (typeof ActivityType)[keyof typeof ActivityType]; |
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|
After Width: | Height: | Size: 123 KiB |
@ -0,0 +1,8 @@ |
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-- AlterEnum |
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BEGIN; |
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CREATE TYPE "public"."Type_new" AS ENUM ('BUY', 'DIVIDEND', 'FEE', 'INTEREST', 'LIABILITY', 'SELL'); |
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ALTER TABLE "public"."Order" ALTER COLUMN "type" TYPE "public"."Type_new" USING ("type"::text::"public"."Type_new"); |
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ALTER TYPE "public"."Type" RENAME TO "Type_old"; |
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ALTER TYPE "public"."Type_new" RENAME TO "Type"; |
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DROP TYPE "public"."Type_old"; |
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COMMIT; |
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@ -1,20 +0,0 @@ |
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{ |
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"meta": { |
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"date": "2023-02-05T00:00:00.000Z", |
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"version": "dev" |
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}, |
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"activities": [ |
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{ |
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"accountId": null, |
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"comment": null, |
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"fee": 0, |
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"quantity": 1, |
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"type": "ITEM", |
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"unitPrice": 500000, |
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"currency": "USD", |
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"dataSource": "MANUAL", |
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"date": "2022-01-01T00:00:00.000Z", |
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"symbol": "Penthouse Apartment" |
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} |
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] |
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} |
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Loading…
Reference in new issue