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

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* Extend tests with investmentsByYear
pull/6241/head
Thomas Kaul 4 months ago committed by GitHub
parent f03b8f097e
commit f364874e27
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11 changed files with 102 additions and 0 deletions
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9
apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-baln-buy-and-buy.spec.ts
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@ -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 }
]);
});
});
});

9
apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-baln-buy-and-sell-in-two-activities.spec.ts
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@ -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 }
]);
});
});
});

9
apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-baln-buy-and-sell.spec.ts
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@ -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 }
]);
});
});
});

9
apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-baln-buy.spec.ts
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@ -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 () => {

10
apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-btceur.spec.ts
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@ -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 }
]);
});
});
});

12
apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-btcusd-buy-and-sell-partially.spec.ts
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@ -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 }
]);
});
});
});

10
apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-btcusd.spec.ts
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@ -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 }
]);
});
});
});

9
apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-googl-buy.spec.ts
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@ -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 }
]);
});
});
});

7
apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-no-orders.spec.ts
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@ -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([]);
});
});
});

9
apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-novn-buy-and-sell-partially.spec.ts
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@ -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 }
]);
});
});
});

9
apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-novn-buy-and-sell.spec.ts
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@ -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 }
]);
});
});
});

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