feat: extend account list portfolio summary (#138)

2026-10-27 05:44:07 +03:00
parent 3dcd1a69a6
commit 97fc41fa29
5 changed files with 207 additions and 6 deletions
@@ -216,7 +216,27 @@ describe('local accounts and portfolio HTTP (SQLite)', () => {
    ).toEqual({
      stockPositionCount: 1,
      bondPositionCount: 0,
+      fundPositionCount: 0,
+      totalPositionCount: 1,
      totalsByCurrency: [{ currency: 'RUB', value: '21.100000002' }],
+      cashBalances: [{ currency: 'RUB', value: '1.1' }],
+      structure: {
+        currencies: [{
+          currency: 'RUB',
+          totalValue: '21.100000002',
+          hasNegativeValues: false,
+          categories: [
+            { type: 'STOCK', value: '20.000000002', sharePercent: '94.78673' },
+            { type: 'BOND', value: '0', sharePercent: '0' },
+            { type: 'OTHER', value: '0', sharePercent: '0' },
+            { type: 'CASH', value: '1.1', sharePercent: '5.21327' },
+          ],
+        }],
+        unvaluedCategories: [],
+      },
+      unrealizedReturnByCurrency: [
+        { currency: 'RUB', absolute: '0', costBasis: '0', percent: null, partial: true },
+      ],
    });
    const portfolio = await get('brokerage-accounts/account/portfolio').expect(
      200,
@@ -492,9 +512,18 @@ describe('local accounts and portfolio HTTP (SQLite)', () => {
    }
    const summaries = (await get('brokerage-accounts?sync=observe').expect(200))
      .body as BrokerageAccountsResourceDto;
-    expect(summaries.data?.[0].portfolioSummary?.totalsByCurrency).toEqual([
-      { currency: 'RUB', value: '21.1' },
-    ]);
+    expect(summaries.data?.[0].portfolioSummary).toMatchObject({
+      totalsByCurrency: [{ currency: 'RUB', value: '21.1' }],
+      cashBalances: [{ currency: 'RUB', value: '1.1' }],
+      structure: { currencies: [{ currency: 'RUB' }] },
+      unrealizedReturnByCurrency: [
+        { currency: 'RUB', absolute: '0', costBasis: '0', percent: null, partial: true },
+      ],
+      stockPositionCount: 1,
+      bondPositionCount: 0,
+      fundPositionCount: 0,
+      totalPositionCount: 1,
+    });
    expect(summaries.data?.[1].portfolioSummary).toBeNull();
    expect(summaries.meta.availability).toBe('available');
    expect(summaries.meta.completeness).toBe('complete');