fix: polish accounts portfolio summary (#159)
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This commit was merged in pull request #160.
This commit is contained in:
2026-11-06 15:17:27 +03:00
parent 2fd7d59e65
commit 134c951178
13 changed files with 146 additions and 101 deletions
@@ -65,18 +65,32 @@
.summary {
font-variant-numeric: tabular-nums lining-nums;
white-space: nowrap;
align-items: flex-end;
}
.currencySummary {
min-width: 0;
}
.total {
color: var(--wl-color-text);
font-size: var(--mantine-font-size-lg);
line-height: var(--mantine-line-height-lg);
overflow-wrap: anywhere;
}
.return,
.cashValue {
font-variant-numeric: tabular-nums lining-nums;
}
.return {
justify-content: flex-end;
min-width: 0;
overflow-wrap: anywhere;
}
.cashValue {
white-space: nowrap;
}
@@ -138,7 +152,11 @@
text-align: left;
}
.balance > div {
.summary {
align-items: flex-start;
}
.return {
justify-content: flex-start;
}
}
@@ -119,25 +119,26 @@ describe("BrokerageAccountList", () => {
expect(within(link).getByText("123 456 789 012 345 678 902,00 ₽"))
.toBeInTheDocument();
expect(within(link).getByText("Еще 1 валюта")).toBeInTheDocument();
expect(within(link).getByText("+12,40 %")).toBeInTheDocument();
expect(within(link).getByText("+12,4 %")).toBeInTheDocument();
expect(within(link).getByText("+136 900 ₽")).toBeInTheDocument();
expect(within(link).getByText("−3,05 %")).toBeInTheDocument();
expect(within(link).getByText("−4,2 USD")).toBeInTheDocument();
expect(within(link).getByText("−3,1 %")).toBeInTheDocument();
expect(within(link).getByText("−4,2 $")).toBeInTheDocument();
const nullReturnLink = screen.getByRole("link", { name: /Без доходности/ });
expect(within(nullReturnLink).getByText("—")).toBeInTheDocument();
expect(within(link).getByText("частично")).toBeInTheDocument();
expect(within(link).getByText("82 500,50 ₽")).toBeInTheDocument();
expect(within(link).getAllByText("20,00 USD")).not.toHaveLength(0);
expect(within(link).getAllByText("20,00 $")).not.toHaveLength(0);
expect(within(link).getByText("17 позиций")).toBeInTheDocument();
expect(screen.getByRole("img", {
name: "Структура в RUB: Акции 50 %; Облигации 30 %; "
+ "Другие активы 0 %; Свободные деньги 20 %",
name: "Структура в RUB: Акции 50,0 %; Облигации 30,0 %; "
+ "Другие активы 0,0 %; Свободные деньги 20,0 %",
})).toBeInTheDocument();
const stockLegend = within(link).getByText(/Акции 50 %/);
expect(stockLegend).toHaveTextContent("● Акции 50 %");
const stockLegend = within(link).getByText(/Акции 50,0 %/);
expect(stockLegend).toHaveTextContent("● Акции 50,0 %");
// eslint-disable-next-line testing-library/no-node-access -- The legend is aria-hidden, so only DOM traversal reaches its container.
expect(stockLegend.parentElement).toHaveAttribute("aria-hidden", "true");
expect(within(link).queryByText(/Другие активы 0 %/)).not.toBeInTheDocument();
expect(within(link).queryByText(/Другие активы 0,0 %/))
.not.toBeInTheDocument();
expect(link).toHaveTextContent("По данным брокера");
expect(link).toHaveTextContent("Структура RUB: Акции 100");
});
@@ -15,6 +15,11 @@ import classes from "./BrokerageAccountList.module.css";
const DECIMAL_PART_COUNT = 2;
const STRUCTURE_CATEGORY_ORDER = ["STOCK", "BOND", "OTHER", "CASH"] as const;
const percentFormatter = new Intl.NumberFormat("ru-RU", {
maximumFractionDigits: 1,
minimumFractionDigits: 1,
});
type AvailableSummary = Extract<
BrokerageAccountCard["summary"],
{ state: "available" }
@@ -37,20 +42,15 @@ type StructureCurrency = PortfolioSummary["structure"]["currencies"][number];
function formatPercent(value: null | string) {
if (value === null) return "—";
const formatted = `${value.replace(".", ",")}\u{A0}%`;
if (isZero(value))
return value.startsWith("-") ? formatted.slice(1) : formatted;
const rounded = percentFormatter.format(Math.abs(Number(value)));
let sign = "";
if (rounded !== "0,0") sign = value.startsWith("-") ? "−" : "+";
return value.startsWith("-") ? `−${formatted.slice(1)}` : `+${formatted}`;
return `${sign}${rounded}\u{A0}%`;
}
function formatStructurePercent(value: string) {
let trimmed = value;
while (trimmed.includes(".") && trimmed.endsWith("0"))
trimmed = trimmed.slice(0, -1);
if (trimmed.endsWith(".")) trimmed = trimmed.slice(0, -1);
return trimmed.replace(".", ",");
return percentFormatter.format(Number(value));
}
function isZero(value: string) {
@@ -65,22 +65,18 @@ const ReturnValue: FC<ReturnValueProps> = (props) => {
const { t } = useTranslation();
const { item } = props;
const isNegative = item.percent !== null
&& item.percent.startsWith("-")
&& !isZero(item.percent);
const isPositive = item.percent !== null
&& !item.percent.startsWith("-")
&& !isZero(item.percent);
const displayedPercent = formatPercent(item.percent);
const isNegative = displayedPercent.startsWith("−");
const isPositive = displayedPercent.startsWith("+");
let toneClass = classes.neutral;
if (isNegative) toneClass = classes.negative;
else if (isPositive) toneClass = classes.positive;
return (
<Group className={classes.return} gap="xs" wrap="nowrap">
<Group className={classes.return} gap="xs" wrap="wrap">
<Text className={toneClass} fw={700} size="sm">
{formatPercent(item.percent)}
{displayedPercent}
</Text>
<Text className={toneClass} size="sm">
@@ -200,35 +196,35 @@ const BrokerageAccountSummary: FC<BrokerageAccountSummaryProps> = (props) => {
return (
<Stack className={classes.balance} gap="xs">
<Group align="flex-start" gap="lg" justify="flex-end" wrap="nowrap">
<Stack className={classes.summary} gap={4}>
{summary.totals.map(total => (
<Text className={classes.total} fw={700} key={total.currency}>
{formatMoney(total, { withRoundedCents: true })}
</Text>
))}
<Stack className={classes.summary} gap="sm">
{summary.totals.map((total) => {
const item = summary.portfolio.unrealizedReturnByCurrency.find(
returnItem => returnItem.currency === total.currency,
);
{!!summary.remainingCurrencyCount && (
<Text c="dimmed" size="sm">
{t("accounts.remainingCurrencies", {
count: summary.remainingCurrencyCount,
})}
</Text>
)}
</Stack>
return (
<Stack
className={classes.currencySummary}
gap={2}
key={total.currency}
>
<Text className={classes.total} fw={700}>
{formatMoney(total, { withRoundedCents: true })}
</Text>
<Stack gap={4}>
{summary.totals.map((total) => {
const item = summary.portfolio.unrealizedReturnByCurrency.find(
returnItem => returnItem.currency === total.currency,
);
{item && <ReturnValue item={item} />}
</Stack>
);
})}
return item
? <ReturnValue item={item} key={total.currency} />
: null;
})}
</Stack>
</Group>
{!!summary.remainingCurrencyCount && (
<Text c="dimmed" size="sm">
{t("accounts.remainingCurrencies", {
count: summary.remainingCurrencyCount,
})}
</Text>
)}
</Stack>
{summary.portfolio.cashBalances.length > 0 && (
<Group className={classes.cash} gap="xs" justify="flex-end">
@@ -103,7 +103,7 @@ describe("BrokerageEventGroup", () => {
event({ id: "iis", name: "ИИС" }, "200"),
]);
expect(screen.getByRole("list", { name: /10 USD.*200 ₽/ }))
expect(screen.getByRole("list", { name: /10 \$.*200 ₽/ }))
.toBeInTheDocument();
});