feat: add bond pages and portfolio navigation

This commit is contained in:
2026-09-10 22:30:47 +03:00
parent 561222e468
commit 232d7f9990
39 changed files with 4217 additions and 221 deletions
+7 -58
View File
@@ -28,30 +28,6 @@
.negative {
color: var(--mantine-color-red-8);
}
.metrics {
display: grid;
grid-template-columns: repeat(4, minmax(0, 1fr));
gap: var(--mantine-spacing-lg);
}
.metricValue {
font-variant-numeric: tabular-nums;
font-size: var(--mantine-font-size-xl);
font-weight: 600;
overflow-wrap: anywhere;
}
.holding {
background: var(--mantine-color-blue-0);
padding: var(--mantine-spacing-lg);
border-radius: var(--mantine-radius-md);
}
.accountRow {
display: grid;
grid-template-columns: 1.2fr repeat(4, minmax(0, 1fr));
gap: var(--mantine-spacing-sm);
padding: var(--mantine-spacing-md) 0;
border-top: 1px solid var(--wl-color-border);
align-items: start;
}
.dividend {
padding: var(--mantine-spacing-md);
background: var(--mantine-color-green-0);
@@ -62,30 +38,6 @@
grid-template-columns: repeat(auto-fit, minmax(135px, 1fr));
gap: var(--mantine-spacing-lg);
}
.table {
overflow-x: auto;
max-width: 100%;
}
.controls {
max-width: 100%;
overflow-x: auto;
}
@media (max-width: 48em) {
.section {
padding: var(--mantine-spacing-md);
}
.metrics,
.companyMetrics {
grid-template-columns: repeat(2, minmax(0, 1fr));
}
.accountRow {
grid-template-columns: repeat(2, minmax(0, 1fr));
}
.accountRow > :first-child {
grid-column: 1 / -1;
}
}
.embeddedSection {
margin-top: var(--mantine-spacing-lg);
padding-top: var(--mantine-spacing-lg);
@@ -96,14 +48,11 @@
background: var(--wl-color-subtle);
border-radius: var(--mantine-radius-md);
}
.priceTable {
margin-top: var(--mantine-spacing-md);
}
.priceTable table {
font-variant-numeric: tabular-nums;
white-space: nowrap;
}
.priceTable th:nth-child(2),
.priceTable td:nth-child(2) {
text-align: right;
@media (max-width: 48em) {
.section {
padding: var(--mantine-spacing-md);
}
.companyMetrics {
grid-template-columns: repeat(2, minmax(0, 1fr));
}
}
+7 -4
View File
@@ -12,6 +12,12 @@ import {
} from "@mantine/core";
import type { FC } from "react";
import { useTranslation } from "react-i18next";
import {
InstrumentChart as StockChart,
InstrumentEvents as StockEvents,
InstrumentPosition as StockPosition,
InstrumentSection as StockSection,
} from "@/features/instrument-details";
import {
formatDate,
formatDecimal,
@@ -19,10 +25,7 @@ import {
formatSnapshotTime,
} from "@/shared/lib";
import { LoadingSkeleton } from "@/shared/ui";
import { StockChart } from "./components/StockChart.view";
import { StockDividends, StockEvents } from "./components/StockEvents.view";
import { StockPosition } from "./components/StockPosition.view";
import { StockSection } from "./components/StockSection.view";
import { StockDividends } from "./components/StockEvents.view";
import classes from "./StockPage.module.css";
import type { StockPageVm } from "./StockPage.vm";
+2 -24
View File
@@ -15,32 +15,10 @@ import {
useStockPosition,
useStockQuote,
} from "@/entities/stock";
import { section } from "@/features/instrument-details";
import { apiErrorCode } from "@/shared/api";
import { formatDate, instrumentLogoUrl } from "@/shared/lib";
type SectionState = {
hasData: boolean;
loading: boolean;
error: boolean;
refreshing: boolean;
retry: () => void;
};
function section(query: {
data: unknown;
isError: boolean;
isFetching: boolean;
refetch: () => unknown;
}): SectionState {
return {
hasData: Boolean(query.data),
loading: !query.data && !query.isError,
error: query.isError,
refreshing: Boolean(query.data) && query.isFetching,
retry: () => {
void query.refetch();
},
};
}
const periods: StockPeriod[] = ["month", "halfYear", "year", "all"];
const filters = ["all", "trades", "dividends", "other"] as const;
type StockEventFilter = (typeof filters)[number];
@@ -172,4 +150,4 @@ function useStockPageVm() {
}
type StockPageVm = ReturnType<typeof useStockPageVm>;
export { type SectionState, type StockPageVm, useStockPageVm };
export { type StockPageVm, useStockPageVm };
@@ -1,173 +0,0 @@
import { AreaChart } from "@mantine/charts";
import {
Accordion,
Badge,
ScrollArea,
SegmentedControl,
Table,
Text,
} from "@mantine/core";
import type { FC } from "react";
import { useTranslation } from "react-i18next";
import { formatMoney } from "@/shared/lib";
import classes from "../StockPage.module.css";
import type { StockPageVm } from "../StockPage.vm";
import { StockSection } from "./StockSection.view";
type StockChartProps = { vm: StockPageVm };
const StockChart: FC<StockChartProps> = (props) => {
const { vm } = props;
const { t } = useTranslation();
return (
<StockSection
title={t("stock.chart")}
state={vm.candlesState}
large
controls={
<div className={classes.controls}>
<SegmentedControl
aria-label={t("stock.period")}
value={vm.period}
onChange={vm.setPeriod}
data={["month", "halfYear", "year", "all"].map((value) => ({
value,
label: t(`stock.periods.${value}`),
}))}
/>
</div>
}
>
{vm.candles ? (
vm.chartData.length ? (
<>
<AreaChart
h={310}
data={vm.chartData}
dataKey="date"
series={[
{ name: "price", color: "blue.6", label: t("stock.price") },
]}
curveType="linear"
withDots={vm.chartData.length === 1}
withGradient
gridAxis="y"
tickLine="none"
tooltipAnimationDuration={0}
areaProps={{ isAnimationActive: false }}
yAxisProps={{ domain: ["auto", "auto"], width: 64 }}
referenceLines={
vm.averageLine === null
? []
: [
{
y: vm.averageLine,
ifOverflow: "extendDomain",
color: "orange.7",
label: t("stock.averageLine"),
},
]
}
valueFormatter={(value) =>
new Intl.NumberFormat("ru-RU", {
maximumFractionDigits: 4,
}).format(value)
}
aria-label={t("stock.chartLabel", {
currency: vm.candles.currency ?? "",
})}
/>
<Text size="xs" c="dimmed" mt="sm">
{t("stock.chartNote")}
</Text>
{vm.hasIncompleteCandle ? (
<Text size="xs" c="dimmed">
{t("stock.incomplete")}
</Text>
) : null}
{vm.averageLine !== null ? (
<Text size="sm" mt="xs">
{t("stock.averageLine")}:{" "}
{formatMoney(vm.position?.averagePurchasePrice ?? null)}
</Text>
) : null}
<Accordion
className={classes.priceTable}
variant="contained"
radius="md"
>
<Accordion.Item value="prices">
<Accordion.Control>
<Text fw={600}>{t("stock.priceTable")}</Text>
<Text size="xs" c="dimmed">
{t("stock.priceTableHint", { count: vm.chartData.length })}
</Text>
</Accordion.Control>
<Accordion.Panel>
<ScrollArea.Autosize
mah={360}
type="auto"
viewportProps={{
tabIndex: 0,
role: "region",
"aria-label": t("stock.priceTable"),
}}
>
<Table
striped
highlightOnHover
stickyHeader
verticalSpacing="sm"
horizontalSpacing="md"
>
<Table.Thead>
<Table.Tr>
<Table.Th>{t("stock.date")}</Table.Th>
<Table.Th>{t("stock.price")}</Table.Th>
<Table.Th>{t("stock.candle")}</Table.Th>
</Table.Tr>
</Table.Thead>
<Table.Tbody>
{vm.priceRows.map((candle) => (
<Table.Tr key={candle.time}>
<Table.Td>{candle.date}</Table.Td>
<Table.Td>
{formatMoney(
vm.candles?.currency
? {
value: candle.close,
currency: vm.candles.currency,
}
: null,
)}
</Table.Td>
<Table.Td>
<Badge
variant="light"
color={candle.isComplete ? "gray" : "blue"}
size="sm"
>
{t(
candle.isComplete
? "stock.complete"
: "stock.forming",
)}
</Badge>
</Table.Td>
</Table.Tr>
))}
</Table.Tbody>
</Table>
</ScrollArea.Autosize>
</Accordion.Panel>
</Accordion.Item>
</Accordion>
</>
) : (
<Text c="dimmed">{t("stock.noCandles")}</Text>
)
) : null}
</StockSection>
);
};
export { StockChart };
@@ -2,20 +2,17 @@ import {
Accordion,
Alert,
Badge,
Button,
Group,
Paper,
SegmentedControl,
Stack,
Text,
} from "@mantine/core";
import type { FC } from "react";
import { useTranslation } from "react-i18next";
import { LedgerEntryRow } from "@/entities/broker-operation";
import { InstrumentSection as StockSection } from "@/features/instrument-details";
import { formatDate, formatMoney, formatSnapshotTime } from "@/shared/lib";
import classes from "../StockPage.module.css";
import type { StockPageVm } from "../StockPage.vm";
import { StockSection } from "./StockSection.view";
type StockEventsProps = { vm: StockPageVm };
const StockDividends: FC<StockEventsProps> = (props) => {
@@ -167,67 +164,5 @@ const StockDividends: FC<StockEventsProps> = (props) => {
</StockSection>
);
};
const StockEvents: FC<StockEventsProps> = (props) => {
const { vm } = props;
const { t } = useTranslation();
return (
<StockSection
title={t("stock.history")}
state={vm.operationsState}
controls={
<div className={classes.controls}>
<SegmentedControl
aria-label={t("stock.eventFilter")}
value={vm.filter}
onChange={vm.setFilter}
data={["all", "trades", "dividends", "other"].map((value) => ({
value,
label: t(`stock.filters.${value}`),
}))}
/>
</div>
}
>
{vm.operations ? (
<>
<Text size="xs" c="dimmed">
{t("stock.historyNote")}
</Text>
{vm.eventRows.length ? (
<Stack gap="sm" mt="md">
{vm.eventRows.map((event) => (
<LedgerEntryRow
key={`${event.account?.id}:${event.id}`}
operation={event}
withDetails
/>
))}
</Stack>
) : (
<Text c="dimmed" py="lg">
{t("stock.noOperations")}
</Text>
)}
<Group justify="space-between" mt="md">
<Button
variant="default"
disabled={!vm.hasPrevious || vm.operationsState.refreshing}
onClick={vm.onPrevious}
>
{t("stock.previous")}
</Button>
<Button
variant="default"
disabled={!vm.operations.hasNext || vm.operationsState.refreshing}
onClick={vm.onNext}
>
{t("stock.next")}
</Button>
</Group>
</>
) : null}
</StockSection>
);
};
export { StockDividends, StockEvents };
export { StockDividends };
@@ -1,135 +0,0 @@
import { Alert, Anchor, Stack, Text } from "@mantine/core";
import type { FC } from "react";
import { useTranslation } from "react-i18next";
import { Link } from "react-router";
import { formatDecimal, formatMoney, formatSnapshotTime } from "@/shared/lib";
import classes from "../StockPage.module.css";
import type { StockPageVm } from "../StockPage.vm";
import { StockSection } from "./StockSection.view";
type StockPositionProps = { vm: StockPageVm };
const StockPosition: FC<StockPositionProps> = (props) => {
const { vm } = props;
const { t } = useTranslation();
if (vm.position && !vm.position.accounts.length) return null;
return (
<StockSection title={t("stock.position")} state={vm.positionState}>
{vm.position ? (
<Stack gap="md">
{vm.position.isStale ? (
<Alert color="orange">{t("portfolio.staleWarning")}</Alert>
) : null}
<div className={`${classes.metrics} ${classes.holding}`}>
<div>
<Text size="sm" c="dimmed">
{t("stock.quantity")}
</Text>
<Text className={classes.metricValue}>
{formatDecimal(vm.position.quantity)}
</Text>
</div>
<div>
<Text size="sm" c="dimmed">
{t("stock.value")}
</Text>
<Text className={classes.metricValue}>
{formatMoney(vm.position.currentValue)}
</Text>
</div>
<div>
<Text size="sm" c="dimmed">
{t("stock.average")}
</Text>
<Text className={classes.metricValue}>
{formatMoney(vm.position.averagePurchasePrice)}
</Text>
</div>
<div>
<Text size="sm" c="dimmed">
{t("stock.openReturn")}
</Text>
<Text
className={classes.metricValue}
c={
vm.position.absoluteReturn?.value.startsWith("-")
? "red.8"
: "green.8"
}
>
{formatMoney(vm.position.absoluteReturn)}
</Text>
{vm.position.returnPercent !== null ? (
<Text size="sm">
{formatDecimal(vm.position.returnPercent)} %
</Text>
) : null}
</div>
</div>
<Text size="xs" c="dimmed">
{t("stock.openReturnNote")}
</Text>
<div>
{vm.position.accounts.map((account) => (
<div className={classes.accountRow} key={account.account?.id}>
{account.account ? (
<Anchor
component={Link}
to={`/accounts/${encodeURIComponent(account.account.id)}`}
>
{account.account.name}
</Anchor>
) : (
<Text>{t("stock.portfolio")}</Text>
)}
<div>
<Text size="xs" c="dimmed">
{t("stock.quantity")}
</Text>
<Text>{formatDecimal(account.quantity)}</Text>
</div>
<div>
<Text size="xs" c="dimmed">
{t("stock.average")}
</Text>
<Text>{formatMoney(account.averagePurchasePrice)}</Text>
</div>
<div>
<Text size="xs" c="dimmed">
{t("stock.value")}
</Text>
<Text>{formatMoney(account.currentValue)}</Text>
</div>
<div>
<Text size="xs" c="dimmed">
{t("stock.openReturn")}
</Text>
<Text
c={
account.absoluteReturn?.value.startsWith("-")
? "red.8"
: undefined
}
>
{formatMoney(account.absoluteReturn)}
</Text>
{account.returnPercent !== null ? (
<Text size="xs">
{formatDecimal(account.returnPercent)} %
</Text>
) : null}
</div>
</div>
))}
</div>
<Text size="xs" c="dimmed">
{t("stock.snapshotAt", {
date: formatSnapshotTime(vm.position.observedAt),
})}
</Text>
</Stack>
) : null}
</StockSection>
);
};
export { StockPosition };
@@ -1,73 +0,0 @@
import {
Alert,
Button,
Group,
Paper,
Skeleton,
Stack,
Text,
Title,
} from "@mantine/core";
import type { FC, PropsWithChildren, ReactNode } from "react";
import { useTranslation } from "react-i18next";
import { LoadingSkeleton } from "@/shared/ui";
import classes from "../StockPage.module.css";
import type { SectionState } from "../StockPage.vm";
type StockSectionProps = PropsWithChildren<{
title: string;
state: SectionState;
controls?: ReactNode;
large?: boolean;
embedded?: boolean;
}>;
const StockSection: FC<StockSectionProps> = (props) => {
const { t } = useTranslation();
return (
<Paper
component="section"
className={props.embedded ? classes.embeddedSection : classes.section}
withBorder={!props.embedded}
>
<Group justify="space-between" mb="md">
<Title order={2} size="h3">
{props.title}
</Title>
{props.controls}
</Group>
{props.state.refreshing ? (
<Text role="status" size="xs" c="dimmed">
{t("accounts.refreshing")}
</Text>
) : null}
{props.state.error ? (
<Alert color="orange" mb="sm" role="alert">
<Group justify="space-between">
<Text size="sm">
{props.state.hasData
? t("accounts.refreshError")
: t("stock.sectionError")}
</Text>
<Button size="xs" variant="default" onClick={props.state.retry}>
{t("accounts.retry")}
</Button>
</Group>
</Alert>
) : null}
{props.state.loading ? (
<LoadingSkeleton
label={t("stock.loadingSection", { section: props.title })}
>
<Stack>
<Skeleton h={props.large ? 280 : 65} />
<Skeleton h={14} w="60%" />
</Stack>
</LoadingSkeleton>
) : (
props.children
)}
</Paper>
);
};
export { StockSection };