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

import { userDummyData } from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator-test-utils';
import {
  PerformanceCalculationType,
  PortfolioCalculatorFactory
} from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator.factory';
import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.service';
import { CurrentRateServiceMock } from '@ghostfolio/api/app/portfolio/current-rate.service.mock';
import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service';
import { RedisCacheServiceMock } from '@ghostfolio/api/app/redis-cache/redis-cache.service.mock';
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
import { parseDate } from '@ghostfolio/common/helper';

import { Big } from 'big.js';
import { subDays } from 'date-fns';

jest.mock('@ghostfolio/api/app/portfolio/current-rate.service', () => {
  return {
    // eslint-disable-next-line @typescript-eslint/naming-convention
    CurrentRateService: jest.fn().mockImplementation(() => {
      return CurrentRateServiceMock;
    })
  };
});

jest.mock('@ghostfolio/api/app/redis-cache/redis-cache.service', () => {
  return {
    // eslint-disable-next-line @typescript-eslint/naming-convention
    RedisCacheService: jest.fn().mockImplementation(() => {
      return RedisCacheServiceMock;
    })
  };
});

describe('PortfolioCalculator', () => {
  let configurationService: ConfigurationService;
  let currentRateService: CurrentRateService;
  let exchangeRateDataService: ExchangeRateDataService;
  let factory: PortfolioCalculatorFactory;
  let redisCacheService: RedisCacheService;

  beforeEach(() => {
    configurationService = new ConfigurationService();

    currentRateService = new CurrentRateService(null, null, null, null);

    exchangeRateDataService = new ExchangeRateDataService(
      null,
      null,
      null,
      null
    );

    redisCacheService = new RedisCacheService(null, null);

    factory = new PortfolioCalculatorFactory(
      configurationService,
      currentRateService,
      exchangeRateDataService,
      redisCacheService
    );
  });

  describe('get current positions', () => {
    it('with no orders', async () => {
      const spy = jest
        .spyOn(Date, 'now')
        .mockImplementation(() => parseDate('2021-12-18').getTime());

      const portfolioCalculator = factory.createCalculator({
        activities: [],
        calculationType: PerformanceCalculationType.TWR,
        currency: 'CHF',
        userId: userDummyData.id
      });

      const start = subDays(new Date(Date.now()), 10);

      const chartData = await portfolioCalculator.getChartData({ start });

      const portfolioSnapshot =
        await portfolioCalculator.computeSnapshot(start);

      const investments = portfolioCalculator.getInvestments();

      const investmentsByMonth = portfolioCalculator.getInvestmentsByGroup({
        data: chartData,
        groupBy: 'month'
      });

      spy.mockRestore();

      expect(portfolioSnapshot).toEqual({
        currentValueInBaseCurrency: new Big(0),
        grossPerformance: new Big(0),
        grossPerformancePercentage: new Big(0),
        grossPerformancePercentageWithCurrencyEffect: new Big(0),
        grossPerformanceWithCurrencyEffect: new Big(0),
        hasErrors: false,
        netPerformance: new Big(0),
        netPerformancePercentage: new Big(0),
        netPerformancePercentageWithCurrencyEffect: new Big(0),
        netPerformanceWithCurrencyEffect: new Big(0),
        positions: [],
        totalFeesWithCurrencyEffect: new Big('0'),
        totalInterestWithCurrencyEffect: new Big('0'),
        totalInvestment: new Big(0),
        totalInvestmentWithCurrencyEffect: new Big(0),
        totalLiabilitiesWithCurrencyEffect: new Big('0'),
        totalValuablesWithCurrencyEffect: new Big('0')
      });

      expect(investments).toEqual([]);

      expect(investmentsByMonth).toEqual([
        {
          date: '2021-12-01',
          investment: 0
        }
      ]);
    });
  });
});