Task/extend portfolio calculator tests with investments by year (#6240)

* Extend tests with investmentsByYear

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-baln-buy-and-buy.spec.ts

@@ -133,6 +133,11 @@ describe('PortfolioCalculator', () => {
         groupBy: 'month'
       });
 
+      const investmentsByYear = portfolioCalculator.getInvestmentsByGroup({
+        data: portfolioSnapshot.historicalData,
+        groupBy: 'year'
+      });
+
       expect(portfolioSnapshot).toMatchObject({
         currentValueInBaseCurrency: new Big('595.6'),
         errors: [],
@@ -204,6 +209,10 @@ describe('PortfolioCalculator', () => {
         { date: '2021-11-01', investment: 559 },
         { date: '2021-12-01', investment: 0 }
       ]);
+
+      expect(investmentsByYear).toEqual([
+        { date: '2021-01-01', investment: 559 }
+      ]);
     });
   });
 });

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-baln-buy-and-sell-in-two-activities.spec.ts

@@ -149,6 +149,11 @@ describe('PortfolioCalculator', () => {
         groupBy: 'month'
       });
 
+      const investmentsByYear = portfolioCalculator.getInvestmentsByGroup({
+        data: portfolioSnapshot.historicalData,
+        groupBy: 'year'
+      });
+
       expect(portfolioSnapshot).toMatchObject({
         currentValueInBaseCurrency: new Big('0'),
         errors: [],
@@ -218,6 +223,10 @@ describe('PortfolioCalculator', () => {
         { date: '2021-11-01', investment: 0 },
         { date: '2021-12-01', investment: 0 }
       ]);
+
+      expect(investmentsByYear).toEqual([
+        { date: '2021-01-01', investment: 0 }
+      ]);
     });
   });
 });

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-baln-buy-and-sell.spec.ts

@@ -133,6 +133,11 @@ describe('PortfolioCalculator', () => {
         groupBy: 'month'
       });
 
+      const investmentsByYear = portfolioCalculator.getInvestmentsByGroup({
+        data: portfolioSnapshot.historicalData,
+        groupBy: 'year'
+      });
+
       expect(portfolioSnapshot).toMatchObject({
         currentValueInBaseCurrency: new Big('0'),
         errors: [],
@@ -202,6 +207,10 @@ describe('PortfolioCalculator', () => {
         { date: '2021-11-01', investment: 0 },
         { date: '2021-12-01', investment: 0 }
       ]);
+
+      expect(investmentsByYear).toEqual([
+        { date: '2021-01-01', investment: 0 }
+      ]);
     });
   });
 });

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-baln-buy.spec.ts

@@ -123,6 +123,11 @@ describe('PortfolioCalculator', () => {
         groupBy: 'month'
       });
 
+      const investmentsByYear = portfolioCalculator.getInvestmentsByGroup({
+        data: portfolioSnapshot.historicalData,
+        groupBy: 'year'
+      });
+
       expect(portfolioSnapshot).toMatchObject({
         currentValueInBaseCurrency: new Big('297.8'),
         errors: [],
@@ -201,6 +206,10 @@ describe('PortfolioCalculator', () => {
         { date: '2021-11-01', investment: 273.2 },
         { date: '2021-12-01', investment: 0 }
       ]);
+
+      expect(investmentsByYear).toEqual([
+        { date: '2021-01-01', investment: 273.2 }
+      ]);
     });
 
     it.only('with BALN.SW buy (with unit price lower than closing price)', async () => {

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

@@ -132,6 +132,11 @@ describe('PortfolioCalculator', () => {
         groupBy: 'month'
       });
 
+      const investmentsByYear = portfolioCalculator.getInvestmentsByGroup({
+        data: portfolioSnapshot.historicalData,
+        groupBy: 'year'
+      });
+
       expect(portfolioSnapshot.historicalData[0]).toEqual({
         date: '2021-12-11',
         investmentValueWithCurrencyEffect: 0,
@@ -247,6 +252,11 @@ describe('PortfolioCalculator', () => {
         { date: '2021-12-01', investment: 44558.42 },
         { date: '2022-01-01', investment: 0 }
       ]);
+
+      expect(investmentsByYear).toEqual([
+        { date: '2021-01-01', investment: 44558.42 },
+        { date: '2022-01-01', investment: 0 }
+      ]);
     });
   });
 });

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-btcusd-buy-and-sell-partially.spec.ts

@@ -146,6 +146,11 @@ describe('PortfolioCalculator', () => {
         groupBy: 'month'
       });
 
+      const investmentsByYear = portfolioCalculator.getInvestmentsByGroup({
+        data: portfolioSnapshot.historicalData,
+        groupBy: 'year'
+      });
+
       expect(portfolioSnapshot).toMatchObject({
         currentValueInBaseCurrency: new Big('13298.425356'),
         errors: [],
@@ -255,6 +260,13 @@ describe('PortfolioCalculator', () => {
         { date: '2017-12-01', investment: -318.54266729999995 },
         { date: '2018-01-01', investment: 0 }
       ]);
+
+      expect(investmentsByYear).toEqual([
+        { date: '2015-01-01', investment: 637.0853345999999 },
+        { date: '2016-01-01', investment: 0 },
+        { date: '2017-01-01', investment: -318.54266729999995 },
+        { date: '2018-01-01', investment: 0 }
+      ]);
     });
   });
 });

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

@@ -132,6 +132,11 @@ describe('PortfolioCalculator', () => {
         groupBy: 'month'
       });
 
+      const investmentsByYear = portfolioCalculator.getInvestmentsByGroup({
+        data: portfolioSnapshot.historicalData,
+        groupBy: 'year'
+      });
+
       expect(portfolioSnapshot.historicalData[0]).toEqual({
         date: '2021-12-11',
         investmentValueWithCurrencyEffect: 0,
@@ -247,6 +252,11 @@ describe('PortfolioCalculator', () => {
         { date: '2021-12-01', investment: 44558.42 },
         { date: '2022-01-01', investment: 0 }
       ]);
+
+      expect(investmentsByYear).toEqual([
+        { date: '2021-01-01', investment: 44558.42 },
+        { date: '2022-01-01', investment: 0 }
+      ]);
     });
   });
 });

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-googl-buy.spec.ts

@@ -129,6 +129,11 @@ describe('PortfolioCalculator', () => {
         groupBy: 'month'
       });
 
+      const investmentsByYear = portfolioCalculator.getInvestmentsByGroup({
+        data: portfolioSnapshot.historicalData,
+        groupBy: 'year'
+      });
+
       expect(portfolioSnapshot).toMatchObject({
         currentValueInBaseCurrency: new Big('103.10483'),
         errors: [],
@@ -220,6 +225,10 @@ describe('PortfolioCalculator', () => {
           investment: 0
         }
       ]);
+
+      expect(investmentsByYear).toEqual([
+        { date: '2023-01-01', investment: 82.329056 }
+      ]);
     });
   });
 });

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-no-orders.spec.ts

@@ -93,6 +93,11 @@ describe('PortfolioCalculator', () => {
         groupBy: 'month'
       });
 
+      const investmentsByYear = portfolioCalculator.getInvestmentsByGroup({
+        data: portfolioSnapshot.historicalData,
+        groupBy: 'year'
+      });
+
       expect(portfolioSnapshot).toMatchObject({
         currentValueInBaseCurrency: new Big(0),
         hasErrors: false,
@@ -108,6 +113,8 @@ describe('PortfolioCalculator', () => {
       expect(investments).toEqual([]);
 
       expect(investmentsByMonth).toEqual([]);
+
+      expect(investmentsByYear).toEqual([]);
     });
   });
 });

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

@@ -129,6 +129,11 @@ describe('PortfolioCalculator', () => {
         groupBy: 'month'
       });
 
+      const investmentsByYear = portfolioCalculator.getInvestmentsByGroup({
+        data: portfolioSnapshot.historicalData,
+        groupBy: 'year'
+      });
+
       expect(portfolioSnapshot).toMatchObject({
         currentValueInBaseCurrency: new Big('87.8'),
         errors: [],
@@ -200,6 +205,10 @@ describe('PortfolioCalculator', () => {
         { date: '2022-03-01', investment: 151.6 },
         { date: '2022-04-01', investment: -75.8 }
       ]);
+
+      expect(investmentsByYear).toEqual([
+        { date: '2022-01-01', investment: 75.8 }
+      ]);
     });
   });
 });

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

@@ -129,6 +129,11 @@ describe('PortfolioCalculator', () => {
         groupBy: 'month'
       });
 
+      const investmentsByYear = portfolioCalculator.getInvestmentsByGroup({
+        data: portfolioSnapshot.historicalData,
+        groupBy: 'year'
+      });
+
       expect(portfolioSnapshot.historicalData[0]).toEqual({
         date: '2022-03-06',
         investmentValueWithCurrencyEffect: 0,
@@ -251,6 +256,10 @@ describe('PortfolioCalculator', () => {
         { date: '2022-03-01', investment: 151.6 },
         { date: '2022-04-01', investment: -151.6 }
       ]);
+
+      expect(investmentsByYear).toEqual([
+        { date: '2022-01-01', investment: 0 }
+      ]);
     });
   });
 });