refactor!: support RUB only (WealthLedger/main#55) (#168)
This commit was merged in pull request #168.
This commit is contained in:
@@ -96,7 +96,7 @@ function renderPage(ui: React.ReactNode) {
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const portfolio
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= {
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cashBalances: [{ currency: "USD", value: "0.5" }],
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cash: { currency: "RUB", value: "0.5" },
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isStale: true,
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lastSuccessfulAt: "2026-08-13T10:00:00Z",
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positions: [
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@@ -129,8 +129,8 @@ const portfolio
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type: "BOND",
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},
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] satisfies [Portfolio["positions"][number], ...Portfolio["positions"]],
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structure: { currencies: [], unvaluedCategories: [] },
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totalsByCurrency: [{ currency: "RUB", value: "1234.5" }],
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structure: { categories: [], hasNegativeValues: false, totalValue: "0", unvaluedCategories: [] },
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totals: { currency: "RUB", value: "1234.5" },
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} satisfies Portfolio;
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function position(
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@@ -201,8 +201,6 @@ const LoadedHarness = (
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function loadedProps(nextPortfolio: Portfolio = portfolio) {
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return {
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concentration: null,
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currency: null,
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onCurrencyChange: vi.fn(),
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onSliceChange: vi.fn(),
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portfolio: nextPortfolio,
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positionSections: toAccountPagePositionSections(nextPortfolio),
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@@ -242,10 +240,10 @@ describe("AccountPage states", () => {
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HttpResponse.json(resource(
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{
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...portfolio,
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cashBalances: [],
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cash: { currency: "RUB", value: "0" },
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isStale: false,
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positions: [],
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totalsByCurrency: [],
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totals: { currency: "RUB", value: "0" },
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},
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{
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lastAttempt: {
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@@ -278,7 +276,7 @@ describe("AccountPage states", () => {
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const data = { ...portfolio, positions };
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const model = toConcentration(
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data, "stocks", "RUB", concentrationLabels(),
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data, "stocks", concentrationLabels(),
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);
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const props = loadedProps(data);
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@@ -287,7 +285,6 @@ describe("AccountPage states", () => {
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{...props}
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accountId="a"
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concentration={model}
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currency="RUB"
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tab="concentration"
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/>,
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);
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@@ -326,10 +323,8 @@ describe("AccountPage states", () => {
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concentration={toConcentration(
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{ ...portfolio, positions },
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"stocks",
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"RUB",
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concentrationLabels(),
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)}
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currency="RUB"
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tab="concentration"
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/>,
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);
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@@ -354,9 +349,8 @@ describe("AccountPage states", () => {
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{...loadedProps(data)}
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accountId="a"
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concentration={toConcentration(
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data, "stocks", "RUB", concentrationLabels(),
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data, "stocks", concentrationLabels(),
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)}
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currency="RUB"
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tab="concentration"
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/>,
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);
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@@ -370,9 +364,8 @@ describe("AccountPage states", () => {
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{...loadedProps(data)}
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accountId="a"
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concentration={toConcentration(
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data, "issuers", "RUB", concentrationLabels(),
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data, "issuers", concentrationLabels(),
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)}
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currency="RUB"
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slice="issuers"
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tab="concentration"
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/>,
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@@ -392,9 +385,8 @@ describe("AccountPage states", () => {
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{...loadedProps(data)}
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accountId="a"
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concentration={toConcentration(
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data, "stocks", "RUB", concentrationLabels(),
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data, "stocks", concentrationLabels(),
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)}
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currency="RUB"
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tab="concentration"
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/>,
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);
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@@ -424,9 +416,8 @@ describe("AccountPage states", () => {
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{...loadedProps(data)}
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accountId="a"
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concentration={toConcentration(
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data, "sectors", "RUB", concentrationLabels(),
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data, "sectors", concentrationLabels(),
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)}
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currency="RUB"
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slice="sectors"
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tab="concentration"
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/>,
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@@ -457,9 +448,8 @@ describe("AccountPage states", () => {
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{...loadedProps(data)}
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accountId="a"
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concentration={toConcentration(
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data, "stocks", "RUB", concentrationLabels(),
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data, "stocks", concentrationLabels(),
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)}
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currency="RUB"
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tab="concentration"
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/>,
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);
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@@ -484,9 +474,8 @@ describe("AccountPage states", () => {
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{...loadedProps(data)}
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accountId="a"
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concentration={toConcentration(
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data, "stocks", "RUB", concentrationLabels(),
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data, "stocks", concentrationLabels(),
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)}
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currency="RUB"
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partial
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tab="concentration"
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/>,
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@@ -496,16 +485,14 @@ describe("AccountPage states", () => {
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.toHaveLength(1);
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});
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it("keeps slice and currency while switching page tabs and resets on account change", async () => {
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it("keeps the slice while switching page tabs and resets on account change", async () => {
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const multiCurrency = { ...portfolio, positions:
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["RUB", "USD"].flatMap(currency =>
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[400, 250, 150, 100, 50, 30, 20].map((value, index) =>
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position({
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currentValue: { currency, value: String(value) },
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displayName: `${currency} акция ${index + 1}`,
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sector: "energy", type: "STOCK",
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}),
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),
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[400, 250, 150, 100, 50, 30, 20].map((value, index) =>
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position({
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currentValue: { currency: "RUB", value: String(value) },
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displayName: `Акция ${index + 1}`,
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sector: "energy", type: "STOCK",
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}),
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) };
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server.use(
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@@ -520,37 +507,27 @@ describe("AccountPage states", () => {
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fireEvent.click(screen.getByRole("button", { name: /Прочее/ }));
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expect(screen.getByRole("button", { name: /Прочее/ }))
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.toHaveAttribute("aria-expanded", "true");
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fireEvent.click(screen.getByRole("combobox", { name: "Валюта концентрации" }));
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fireEvent.click(screen.getByRole("option", { name: "USD" }));
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expect(screen.getByRole("button", { name: /Прочее/ }))
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.toHaveAttribute("aria-expanded", "false");
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fireEvent.click(screen.getByRole("button", { name: /Прочее/ }));
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fireEvent.click(screen.getByRole("radio", { name: "Секторы" }));
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fireEvent.click(screen.getByRole("radio", { name: "Акции" }));
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expect(screen.getByRole("button", { name: /Прочее/ }))
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.toHaveAttribute("aria-expanded", "false");
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fireEvent.click(screen.getByRole("radio", { name: "Секторы" }));
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expect(screen.getByRole("combobox", { name: "Валюта концентрации" }))
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.toHaveValue("USD");
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fireEvent.click(screen.getByRole("tab", { name: "Позиции" }));
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fireEvent.click(screen.getByRole("tab", { name: "Концентрация" }));
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expect(screen.getByRole("radio", { name: "Секторы" }))
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.toBeChecked();
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expect(screen.getByRole("combobox", { name: "Валюта концентрации" }))
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.toHaveValue("USD");
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fireEvent.click(screen.getByRole("button", { name: "Другой счёт" }));
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fireEvent.click(await screen.findByRole("tab", { name: "Концентрация" }));
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expect(screen.getByRole("radio", { name: "Акции" })).toBeChecked();
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expect(screen.getByRole("combobox", { name: "Валюта концентрации" }))
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.toHaveValue("RUB");
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});
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it("falls back to the first currency when the selected one disappears", () => {
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it("includes all ruble positions in concentration", () => {
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const data = { ...portfolio, positions: [
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position({
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currentValue: { currency: "USD", value: "200" },
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currentValue: { currency: "RUB", value: "200" },
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}),
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position({
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currentValue: { currency: "RUB", value: "100" },
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@@ -558,12 +535,11 @@ describe("AccountPage states", () => {
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] };
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const model = toConcentration(
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data, "stocks", "EUR", concentrationLabels(),
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data, "stocks", concentrationLabels(),
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);
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expect(model.currencies).toEqual(["RUB", "USD"]);
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expect(model.total).toBe("100");
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expect(model.items.map(item => item.amount)).toEqual(["100"]);
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expect(model.total).toBe("300");
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expect(model.items.map(item => item.amount)).toEqual(["200", "100"]);
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});
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it("shows the loaded portfolio source sync status", async () => {
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server.use(
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@@ -679,7 +655,7 @@ describe("AccountPage states", () => {
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).toHaveTextContent("Данные о структуре портфеля пока недоступны.");
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expect(
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screen.getAllByRole("definition").map(node => node.textContent),
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).toEqual(["1 234,5 ₽"]);
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).toEqual(["1 234,50 ₽"]);
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});
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it("keeps initial placeholders decorative without amounts or focus targets", () => {
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const { container } = renderPage(<AccountPageLoading />);
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@@ -722,11 +698,7 @@ describe("AccountPage states", () => {
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<LoadedHarness
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{...loadedProps({
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...portfolio,
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cashBalances: [
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{ currency: "RUB", value: "234.500000000000000001" },
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{ currency: "USD", value: "-0.5" },
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{ currency: "XYZ", value: "3.00" },
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],
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cash: { currency: "RUB", value: "234.500000000000000001" },
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positions: [
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...portfolio.positions,
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{
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@@ -737,7 +709,7 @@ describe("AccountPage states", () => {
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type: "CURRENCY",
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},
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],
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structure: { currencies: [], unvaluedCategories: [] },
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structure: { categories: [], hasNegativeValues: false, totalValue: "0", unvaluedCategories: [] },
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})}
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/>,
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);
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@@ -750,14 +722,12 @@ describe("AccountPage states", () => {
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expect(
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balances.getAllByRole("definition").map(node => node.textContent),
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).toEqual(["234,500000000000000001 ₽", "-0,5 $", "3,00 XYZ"]);
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).toEqual(["234,50 ₽"]);
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expect(
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screen.getAllByRole("definition").map(node => node.textContent),
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).toEqual([
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"1 234,5 ₽",
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"234,500000000000000001 ₽",
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"-0,5 $",
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"3,00 XYZ",
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"1 234,50 ₽",
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"234,50 ₽",
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]);
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expect(screen.queryByText("Торгуемая валюта")).not.toBeInTheDocument();
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expect(
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@@ -774,7 +744,7 @@ describe("AccountPage states", () => {
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resource({
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...portfolio,
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positions: hasPositions ? portfolio.positions : [],
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totalsByCurrency: [],
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totals: { currency: "RUB", value: "0" },
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}),
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),
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),
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@@ -782,20 +752,20 @@ describe("AccountPage states", () => {
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renderAccountRoute(createTestQueryClient());
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await screen.findByRole("heading", { level: 1, name: "Портфель" });
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fireEvent.click(screen.getByRole("tab", { name: "Деньги" }));
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expect(screen.getByRole("definition")).toHaveTextContent("0,5 $");
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expect(screen.getByText("0,50 ₽")).toBeInTheDocument();
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expect(screen.queryByText("Портфель пока пуст")).not.toBeInTheDocument();
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},
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);
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it.each([
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{ totalsByCurrency: [] },
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{ totalsByCurrency: [{ currency: "RUB", value: "100" }] },
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{ empty: true, totals: { currency: "RUB", value: "0" } },
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{ empty: false, totals: { currency: "RUB", value: "100" } },
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])(
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"hides the empty other section without emptying a currency-only portfolio (totals: $totalsByCurrency)",
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async ({ totalsByCurrency }) => {
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"hides the empty other section without emptying a currency-only portfolio (totals: $totals.value)",
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async ({ empty, totals }) => {
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const snapshot: Portfolio = {
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...portfolio,
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cashBalances: [],
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cash: { currency: "RUB", value: "0" },
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positions: [
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{
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...portfolio.positions[0],
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@@ -804,8 +774,8 @@ describe("AccountPage states", () => {
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type: "CURRENCY",
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},
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],
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structure: { currencies: [], unvaluedCategories: [] },
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totalsByCurrency,
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structure: { categories: [], hasNegativeValues: false, totalValue: "0", unvaluedCategories: [] },
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totals,
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};
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server.use(
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@@ -826,11 +796,11 @@ describe("AccountPage states", () => {
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expect(
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within(
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screen.getByRole("tabpanel", { name: "Деньги" }),
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).queryByRole("definition"),
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).not.toBeInTheDocument();
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).getByRole("definition"),
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).toHaveTextContent("0,00 ₽");
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expect(
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screen.queryAllByRole("definition").map(node => node.textContent),
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).toEqual(totalsByCurrency.length > 0 ? ["100 ₽"] : []);
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).toEqual([empty ? "0,00 ₽" : "100,00 ₽", "0,00 ₽"]);
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expect(
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queryClient.getQueryData(portfolioQueryOptions("account-1").queryKey),
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).toEqual(resource(snapshot));
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@@ -1147,7 +1117,7 @@ describe("AccountPage states", () => {
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date: "2026-09-11",
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dateKind: "registry",
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displayName: "Акция",
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projectedAmount: { currency: "USD", value: "0" },
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projectedAmount: { currency: "RUB", value: "0" },
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type: "dividend",
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},
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{
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@@ -1191,7 +1161,7 @@ describe("AccountPage states", () => {
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expect(
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content.getByText("11.09.2026 · Дата реестра · RU000A0JX0J2"),
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).toBeVisible();
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for (const amount of ["850,50 ₽", "0 $", "1 000 ₽", "Сумма неизвестна"])
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for (const amount of ["850,50 ₽", "0 ₽", "1 000 ₽", "Сумма неизвестна"])
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expect(content.getByText(amount)).toBeVisible();
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expect(content.getAllByText("Прогноз")).toHaveLength(4);
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expect(content.queryByText("Без движения денег")).not.toBeInTheDocument();
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@@ -1277,7 +1247,7 @@ describe("AccountPage states", () => {
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return HttpResponse.json(resource(
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requests === 1
|
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? portfolio
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: { ...portfolio, totalsByCurrency: [{ currency: "RUB", value: "999" }] },
|
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: { ...portfolio, totals: { currency: "RUB", value: "999" } },
|
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{ resourceKey: "portfolio" },
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));
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}),
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@@ -1301,14 +1271,14 @@ describe("AccountPage states", () => {
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expect(screen.getByText("Не удалось обновить данные")).toBeInTheDocument();
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expect(screen.getByText("Вторая")).toBeInTheDocument();
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expect(screen.getByText("1 234,5 ₽")).toBeInTheDocument();
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expect(screen.getByText("1 234,50 ₽")).toBeInTheDocument();
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// One cached read plus the three automatic attempts.
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expect(requests).toBe(4);
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isFailing = false;
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fireEvent.click(retry);
|
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|
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expect(await screen.findByText("999 ₽")).toBeInTheDocument();
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expect(await screen.findByText("999,00 ₽")).toBeInTheDocument();
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expect(requests).toBe(5);
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expect(screen.queryByText("Не удалось обновить данные"))
|
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.not.toBeInTheDocument();
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@@ -1370,14 +1340,9 @@ describe("AccountPage states", () => {
|
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= {
|
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...portfolio,
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structure: {
|
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currencies: [
|
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{
|
||||
categories: [{ sharePercent: null, type: "BOND", value: "10" }],
|
||||
currency: "RUB",
|
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hasNegativeValues: false,
|
||||
totalValue: "10",
|
||||
},
|
||||
],
|
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categories: [{ sharePercent: null, type: "BOND", value: "10" }],
|
||||
hasNegativeValues: false,
|
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totalValue: "10",
|
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unvaluedCategories: [{ count: 1, type: "STOCK" }],
|
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},
|
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};
|
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@@ -1428,7 +1393,7 @@ describe("AccountPage states", () => {
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expect(screen.getByText("Вторая")).toBeInTheDocument();
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expect(
|
||||
screen.getAllByRole("definition").map(node => node.textContent),
|
||||
).toEqual(["1 234,5 ₽"]);
|
||||
).toEqual(["1 234,50 ₽"]);
|
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expect(screen.queryByRole("button", { name: "Повторить" }))
|
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.not.toBeInTheDocument();
|
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void queryClient.invalidateQueries({
|
||||
@@ -1438,17 +1403,17 @@ describe("AccountPage states", () => {
|
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expect(structure).toHaveTextContent("10 ₽");
|
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expect(
|
||||
screen.getAllByRole("definition").map(node => node.textContent),
|
||||
).toEqual(["1 234,5 ₽"]);
|
||||
).toEqual(["1 234,50 ₽"]);
|
||||
resolveRetry?.(
|
||||
HttpResponse.json(
|
||||
resource(
|
||||
{
|
||||
...portfolio,
|
||||
cashBalances: [{ currency: "EUR", value: "2.50" }],
|
||||
cash: { currency: "RUB", value: "2.50" },
|
||||
isStale: false,
|
||||
lastSuccessfulAt: "2026-08-14T11:30:00Z",
|
||||
structure: { currencies: [], unvaluedCategories: [] },
|
||||
totalsByCurrency: [{ currency: "USD", value: "-0.5" }],
|
||||
structure: { categories: [], hasNegativeValues: false, totalValue: "0", unvaluedCategories: [] },
|
||||
totals: { currency: "RUB", value: "-0.5" },
|
||||
},
|
||||
{ dataRevision: "2", resourceKey: "portfolio" },
|
||||
),
|
||||
@@ -1457,7 +1422,7 @@ describe("AccountPage states", () => {
|
||||
await waitFor(() =>
|
||||
expect(
|
||||
screen.getAllByRole("definition").map(node => node.textContent),
|
||||
).toEqual(["-0,5 $"]),
|
||||
).toEqual(["-0,50 ₽"]),
|
||||
);
|
||||
expect(screen.getByText(/^Данные на /)).toHaveTextContent("Данные на");
|
||||
expect(structure).not.toHaveTextContent("10 ₽");
|
||||
@@ -1499,7 +1464,7 @@ describe("AccountPage states", () => {
|
||||
expect(screen.getByText("Вторая")).toBeInTheDocument();
|
||||
expect(
|
||||
screen.getAllByRole("definition").map(node => node.textContent),
|
||||
).toEqual(["1 234,5 ₽"]);
|
||||
).toEqual(["1 234,50 ₽"]);
|
||||
expect(screen.getByText(/^Данные на /)).toBeInTheDocument();
|
||||
expect(
|
||||
screen.queryByRole("status", { name: "Загрузка" }),
|
||||
|
||||
@@ -28,9 +28,7 @@ const AccountPage: FC = () => {
|
||||
account={vm.account}
|
||||
accountId={vm.accountId}
|
||||
concentration={vm.concentration}
|
||||
currency={vm.currency}
|
||||
incomeSummary={vm.incomeSummary}
|
||||
onCurrencyChange={vm.onCurrencyChange}
|
||||
onSliceChange={vm.onSliceChange}
|
||||
onTabChange={vm.onTabChange}
|
||||
partial={vm.partial}
|
||||
|
||||
@@ -187,7 +187,7 @@ it("keeps overview sections independent when their source data is incomplete", a
|
||||
http.get("*/api/v1/brokerage-accounts/:accountId/events", () =>
|
||||
HttpResponse.json(
|
||||
resource(
|
||||
{ events: [], incomeTotalsByCurrency: [] },
|
||||
{ events: [], incomeTotal: { currency: "RUB", value: "0" } },
|
||||
{ completeness: "incomplete" },
|
||||
),
|
||||
),
|
||||
@@ -213,8 +213,8 @@ it("keeps overview sections loaded without exposing technical retry", async () =
|
||||
|
||||
const sections: Record<string, unknown>
|
||||
= {
|
||||
"events": { events: [], incomeTotalsByCurrency: [] },
|
||||
"income-summary": { totalsByCurrency: [] },
|
||||
"events": { events: [], incomeTotal: { currency: "RUB", value: "0" } },
|
||||
"income-summary": { total: { coupon: { currency: "RUB", value: "0" }, dividend: { currency: "RUB", value: "0" }, total: { currency: "RUB", value: "0" } } },
|
||||
"operations": { hasNext: false, items: [], nextCursor: null },
|
||||
portfolio,
|
||||
};
|
||||
@@ -238,7 +238,7 @@ it("keeps overview sections loaded without exposing technical retry", async () =
|
||||
|
||||
await waitFor(() =>
|
||||
expect(result.current).toMatchObject({
|
||||
incomeSummary: { state: "empty" },
|
||||
incomeSummary: { state: "loaded" },
|
||||
recentEvents: { state: "empty" },
|
||||
recentOperations: { state: "empty" },
|
||||
state: "loaded",
|
||||
|
||||
@@ -21,7 +21,6 @@ import { useInitialAvailability } from "@/shared/lib";
|
||||
|
||||
import {
|
||||
type Concentration,
|
||||
concentrationCurrencies,
|
||||
type ConcentrationLabels,
|
||||
type Slice,
|
||||
toConcentration,
|
||||
@@ -57,8 +56,6 @@ type AccountPageEmptyViewModel = AccountPageContent & {
|
||||
|
||||
type AccountPageLoadedViewModel = AccountPageContent & {
|
||||
concentration: Concentration | null;
|
||||
currency: null | string;
|
||||
onCurrencyChange: (currency: null | string) => void;
|
||||
onSliceChange: (slice: Slice) => void;
|
||||
onTabChange: (tab: null | string) => void;
|
||||
portfolio: Portfolio;
|
||||
@@ -66,7 +63,9 @@ type AccountPageLoadedViewModel = AccountPageContent & {
|
||||
slice: Slice;
|
||||
state: "loaded";
|
||||
tab: string;
|
||||
unrealizedReturns: Portfolio["totalsByCurrency"];
|
||||
unrealizedReturns:
|
||||
| null
|
||||
| { currency: string; value: string };
|
||||
};
|
||||
|
||||
type AccountPageReadRetry = ReturnType<typeof readRetry>;
|
||||
@@ -83,15 +82,14 @@ function useAccountPageVm(): AccountPageViewModel {
|
||||
|
||||
const [selection, setSelection] = useState<{
|
||||
accountId?: string;
|
||||
currency: null | string;
|
||||
slice: Slice;
|
||||
tab: string;
|
||||
}>({ accountId, currency: null, slice: "stocks", tab: "positions" });
|
||||
}>({ accountId, slice: "stocks", tab: "positions" });
|
||||
|
||||
const current = selection.accountId === accountId
|
||||
? selection
|
||||
: {
|
||||
accountId, currency: null, slice: "stocks" as const, tab: "positions",
|
||||
accountId, slice: "stocks" as const, tab: "positions",
|
||||
};
|
||||
|
||||
const updateSelection = (change: Partial<typeof selection>) =>
|
||||
@@ -144,7 +142,7 @@ function useAccountPageVm(): AccountPageViewModel {
|
||||
if (
|
||||
portfolio.meta?.availability === "available"
|
||||
&& portfolio.data.positions.length === 0
|
||||
&& portfolio.data.cashBalances.length === 0
|
||||
&& Number(portfolio.data.cash.value) === 0
|
||||
)
|
||||
return {
|
||||
account,
|
||||
@@ -158,11 +156,6 @@ function useAccountPageVm(): AccountPageViewModel {
|
||||
};
|
||||
|
||||
const isPartial = portfolio.meta?.completeness === "incomplete";
|
||||
const currencies = concentrationCurrencies(portfolio.data);
|
||||
|
||||
const currency = current.currency && currencies.includes(current.currency)
|
||||
? current.currency
|
||||
: currencies[0] ?? null;
|
||||
|
||||
const labels: ConcentrationLabels = {
|
||||
missingIssuer: t("portfolio.concentration.missingIssuer"),
|
||||
@@ -173,16 +166,14 @@ function useAccountPageVm(): AccountPageViewModel {
|
||||
|
||||
const concentration = accountId !== "all"
|
||||
&& current.tab === "concentration"
|
||||
? toConcentration(portfolio.data, current.slice, currency, labels)
|
||||
? toConcentration(portfolio.data, current.slice, labels)
|
||||
: null;
|
||||
|
||||
return {
|
||||
account,
|
||||
accountId,
|
||||
concentration,
|
||||
currency,
|
||||
incomeSummary,
|
||||
onCurrencyChange: value => updateSelection({ currency: value }),
|
||||
onSliceChange: slice => updateSelection({ slice }),
|
||||
onTabChange: tab => updateSelection({ tab: tab ?? "positions" }),
|
||||
partial: isPartial,
|
||||
|
||||
@@ -55,7 +55,12 @@ const AccountPageEmpty: FC<AccountPageEmptyProps> = (props) => {
|
||||
<StateView text={text} title={t("portfolio.emptyTitle")} />
|
||||
|
||||
<PortfolioStructure
|
||||
structure={{ currencies: [], unvaluedCategories: [] }}
|
||||
structure={{
|
||||
categories: [],
|
||||
hasNegativeValues: false,
|
||||
totalValue: "0",
|
||||
unvaluedCategories: [],
|
||||
}}
|
||||
/>
|
||||
|
||||
<RecentOperations
|
||||
|
||||
@@ -28,7 +28,6 @@ import type {
|
||||
import classes from "../AccountPage.module.css";
|
||||
import { AccountHeading } from "./AccountHeading.view";
|
||||
import { Concentration } from "./Concentration/Concentration.view";
|
||||
import { CurrencyCards } from "./CurrencyCards/CurrencyCards.view";
|
||||
import { IncomeSummary } from "./IncomeSummary.view";
|
||||
import { PerformanceTab } from "./Performance/PerformanceTab";
|
||||
import { PortfolioStructure } from "./PortfolioStructure/PortfolioStructure";
|
||||
@@ -39,9 +38,7 @@ type AccountPageLoadedProps = {
|
||||
account?: BrokerageAccount;
|
||||
accountId?: string;
|
||||
concentration: ConcentrationModel | null;
|
||||
currency: null | string;
|
||||
incomeSummary?: AccountPageIncomeSummary;
|
||||
onCurrencyChange: (currency: null | string) => void;
|
||||
onSliceChange: (slice: Slice) => void;
|
||||
onTabChange: (tab: null | string) => void;
|
||||
partial?: boolean;
|
||||
@@ -53,7 +50,9 @@ type AccountPageLoadedProps = {
|
||||
slice: Slice;
|
||||
source?: InvestmentResourceMeta;
|
||||
tab: string;
|
||||
unrealizedReturns: Portfolio["totalsByCurrency"];
|
||||
unrealizedReturns:
|
||||
| null
|
||||
| { currency: string; value: string };
|
||||
};
|
||||
|
||||
const AccountPageLoaded: FC<AccountPageLoadedProps> = (props) => {
|
||||
@@ -94,9 +93,23 @@ const AccountPageLoaded: FC<AccountPageLoadedProps> = (props) => {
|
||||
? tab !== "concentration" && (
|
||||
<Alert role="status">{t("investment.partial")}</Alert>
|
||||
)
|
||||
: <CurrencyCards amounts={props.portfolio.totalsByCurrency} />}
|
||||
: (
|
||||
<Stack component="dl" gap={4} m={0}>
|
||||
<dt>
|
||||
<Text fw={600}>{t("portfolio.total")}</Text>
|
||||
</dt>
|
||||
|
||||
{!props.partial && props.unrealizedReturns.length > 0 && (
|
||||
<dd style={{ margin: 0 }}>
|
||||
<Text className={classes.totalAmount}>
|
||||
{formatMoney(props.portfolio.totals, {
|
||||
withRoundedCents: true,
|
||||
})}
|
||||
</Text>
|
||||
</dd>
|
||||
</Stack>
|
||||
)}
|
||||
|
||||
{!props.partial && props.unrealizedReturns && (
|
||||
<Stack
|
||||
aria-label={t("portfolio.unrealizedResult")}
|
||||
component="section"
|
||||
@@ -105,9 +118,7 @@ const AccountPageLoaded: FC<AccountPageLoadedProps> = (props) => {
|
||||
<Text fw={600}>{t("portfolio.unrealizedResult")}</Text>
|
||||
|
||||
<Group gap="md">
|
||||
{props.unrealizedReturns.map(total => (
|
||||
<Text key={total.currency}>{formatMoney(total)}</Text>
|
||||
))}
|
||||
<Text>{formatMoney(props.unrealizedReturns)}</Text>
|
||||
</Group>
|
||||
|
||||
<Text c="dimmed" size="xs">
|
||||
@@ -174,10 +185,8 @@ const AccountPageLoaded: FC<AccountPageLoadedProps> = (props) => {
|
||||
<Tabs.Panel value="concentration">
|
||||
{props.concentration && (
|
||||
<Concentration
|
||||
currency={props.currency}
|
||||
key={`${props.slice}-${props.currency}`}
|
||||
key={props.slice}
|
||||
model={props.concentration}
|
||||
onCurrencyChange={props.onCurrencyChange}
|
||||
onSliceChange={props.onSliceChange}
|
||||
partial={!!props.partial}
|
||||
slice={props.slice}
|
||||
@@ -187,7 +196,17 @@ const AccountPageLoaded: FC<AccountPageLoadedProps> = (props) => {
|
||||
)}
|
||||
|
||||
<Tabs.Panel value="cash">
|
||||
<CurrencyCards amounts={props.portfolio.cashBalances} />
|
||||
<Stack component="dl" gap={4} m={0}>
|
||||
<dt>
|
||||
<Text fw={600}>{t("portfolio.cashTitle")}</Text>
|
||||
</dt>
|
||||
|
||||
<dd style={{ margin: 0 }}>
|
||||
<Text>
|
||||
{formatMoney(props.portfolio.cash, { withRoundedCents: true })}
|
||||
</Text>
|
||||
</dd>
|
||||
</Stack>
|
||||
</Tabs.Panel>
|
||||
|
||||
<Tabs.Panel value="operations">
|
||||
|
||||
@@ -1,6 +1,6 @@
|
||||
import { DonutChart } from "@mantine/charts";
|
||||
import {
|
||||
Alert, Box, Group, Paper, SegmentedControl, Select, Stack,
|
||||
Alert, Box, Group, Paper, SegmentedControl, Stack,
|
||||
Text, Title,
|
||||
} from "@mantine/core";
|
||||
import { type FC, useId, useState } from "react";
|
||||
@@ -18,9 +18,7 @@ import { PositionLogo } from "../PositionLogo.view";
|
||||
import classes from "./Concentration.module.css";
|
||||
|
||||
type Props = {
|
||||
currency: null | string;
|
||||
model: ConcentrationModel;
|
||||
onCurrencyChange: (currency: null | string) => void;
|
||||
onSliceChange: (slice: Slice) => void;
|
||||
partial: boolean;
|
||||
slice: Slice;
|
||||
@@ -35,7 +33,6 @@ const sliceLabels = {
|
||||
|
||||
type RowProps = {
|
||||
color: string;
|
||||
currency: string;
|
||||
index: number;
|
||||
item: ConcentrationItem;
|
||||
logo?: ConcentrationItem["logo"];
|
||||
@@ -50,8 +47,8 @@ const colors = [
|
||||
const PERCENT = 100;
|
||||
const OTHER_START = 6;
|
||||
|
||||
function amountFor(item: ConcentrationItem, currency: string): string {
|
||||
return formatMoney({ currency, value: item.amount });
|
||||
function amountFor(item: ConcentrationItem): string {
|
||||
return formatMoney({ currency: "RUB", value: item.amount });
|
||||
}
|
||||
|
||||
const ConcentrationRow: FC<RowProps> = props => (
|
||||
@@ -83,7 +80,7 @@ const ConcentrationRow: FC<RowProps> = props => (
|
||||
</span>
|
||||
|
||||
<span className={classes.value}>
|
||||
<strong>{amountFor(props.item, props.currency)}</strong>
|
||||
<strong>{amountFor(props.item)}</strong>
|
||||
|
||||
<Text c="dimmed" size="sm">{props.item.share}</Text>
|
||||
</span>
|
||||
@@ -131,7 +128,6 @@ const Concentration: FC<Props> = (props) => {
|
||||
const [expanded, setExpanded] = useState(false);
|
||||
const otherId = useId();
|
||||
const chartId = useId();
|
||||
const currency = props.currency ?? "";
|
||||
|
||||
const rows = props.model.other
|
||||
? [...props.model.items, props.model.other]
|
||||
@@ -147,10 +143,8 @@ const Concentration: FC<Props> = (props) => {
|
||||
props.model.top5Share && t("portfolio.concentration.top5", {
|
||||
share: props.model.top5Share,
|
||||
}),
|
||||
props.model.total && formatMoney({
|
||||
currency, value: props.model.total,
|
||||
}),
|
||||
...rows.map(item => `${item.label}: ${amountFor(item, currency)}, ${item.share}`),
|
||||
props.model.total && formatMoney({ currency: "RUB", value: props.model.total }),
|
||||
...rows.map(item => `${item.label}: ${amountFor(item)}, ${item.share}`),
|
||||
].filter(Boolean).join("; ");
|
||||
|
||||
const slices = [
|
||||
@@ -170,7 +164,7 @@ const Concentration: FC<Props> = (props) => {
|
||||
const pieProps = { isAnimationActive: false, label: rankLabel };
|
||||
|
||||
const tooltipRows = rows.map(item => ({
|
||||
amount: amountFor(item, currency),
|
||||
amount: amountFor(item),
|
||||
label: item.label,
|
||||
share: item.share,
|
||||
}));
|
||||
@@ -178,7 +172,7 @@ const Concentration: FC<Props> = (props) => {
|
||||
const tooltipProps = { content: <ChartTooltip rows={tooltipRows} /> };
|
||||
|
||||
const totalText = props.model.total
|
||||
? formatMoney({ currency, value: props.model.total })
|
||||
? formatMoney({ currency: "RUB", value: props.model.total })
|
||||
: "";
|
||||
|
||||
return (
|
||||
@@ -192,16 +186,6 @@ const Concentration: FC<Props> = (props) => {
|
||||
value={props.slice}
|
||||
/>
|
||||
|
||||
{props.model.currencies.length > 1 && (
|
||||
<Select
|
||||
allowDeselect={false}
|
||||
aria-label={t("portfolio.concentration.currency")}
|
||||
data={props.model.currencies}
|
||||
onChange={props.onCurrencyChange}
|
||||
value={props.currency}
|
||||
w={130}
|
||||
/>
|
||||
)}
|
||||
</Group>
|
||||
|
||||
{props.partial && (
|
||||
@@ -211,9 +195,7 @@ const Concentration: FC<Props> = (props) => {
|
||||
{props.model.empty
|
||||
? (
|
||||
<Stack gap="xs">
|
||||
<Text fw={600}>{t(sliceLabels[props.slice])}
|
||||
{props.currency && ` · ${props.currency}`}
|
||||
</Text>
|
||||
<Text fw={600}>{t(sliceLabels[props.slice])}</Text>
|
||||
|
||||
<Text>{t("portfolio.concentration.empty")}</Text>
|
||||
</Stack>
|
||||
@@ -260,7 +242,6 @@ const Concentration: FC<Props> = (props) => {
|
||||
{props.model.items.map((item, index) => (
|
||||
<ConcentrationRow
|
||||
color={colors[index % colors.length] ?? "blue"}
|
||||
currency={currency}
|
||||
index={index + 1}
|
||||
item={item}
|
||||
key={item.key}
|
||||
@@ -285,7 +266,7 @@ const Concentration: FC<Props> = (props) => {
|
||||
)}
|
||||
</span>
|
||||
|
||||
<span>{amountFor(props.model.other, currency)} · {
|
||||
<span>{amountFor(props.model.other)} · {
|
||||
props.model.other.share
|
||||
}
|
||||
</span>
|
||||
@@ -301,7 +282,6 @@ const Concentration: FC<Props> = (props) => {
|
||||
<ConcentrationRow
|
||||
color={colors[(index + OTHER_START) % colors.length]
|
||||
?? "blue"}
|
||||
currency={currency}
|
||||
index={index + OTHER_START}
|
||||
item={item}
|
||||
key={item.key}
|
||||
|
||||
@@ -1,77 +0,0 @@
|
||||
import { MantineProvider } from "@mantine/core";
|
||||
import { render, screen } from "@testing-library/react";
|
||||
import { describe, expect, it } from "vitest";
|
||||
|
||||
import { CurrencyCards } from "./CurrencyCards.view";
|
||||
|
||||
describe("CurrencyCards currency presentation", () => {
|
||||
it.each([0, 5])(
|
||||
"renders only the %i supplied totals in upstream order",
|
||||
(count) => {
|
||||
const totals = [
|
||||
{ currency: "EUR", value: "3.00" },
|
||||
{ currency: "USD", value: "2.00" },
|
||||
{ currency: "RUB", value: "1.00" },
|
||||
{ currency: "CAD", value: "4.00" },
|
||||
{ currency: "XYZ", value: "5.00" },
|
||||
].slice(0, count);
|
||||
|
||||
const { container } = render(
|
||||
<MantineProvider>
|
||||
<CurrencyCards amounts={totals} />
|
||||
</MantineProvider>,
|
||||
);
|
||||
|
||||
expect(
|
||||
screen.queryAllByRole("definition").map(node => node.textContent),
|
||||
).toEqual(
|
||||
["3,00 €", "2,00 $", "1,00 ₽", "4,00 CAD", "5,00 XYZ"].slice(0, count),
|
||||
);
|
||||
// eslint-disable-next-line testing-library/no-container, testing-library/no-node-access -- This assertion checks DOM structure, decoration or focus behavior that semantic queries cannot establish.
|
||||
expect(container.querySelectorAll("dl")).toHaveLength(count);
|
||||
expect(
|
||||
// eslint-disable-next-line testing-library/no-container, testing-library/no-node-access -- This assertion checks DOM structure, decoration or focus behavior that semantic queries cannot establish.
|
||||
container.querySelector("[tabindex], button, a, input"),
|
||||
).toBeNull();
|
||||
},
|
||||
);
|
||||
|
||||
it.each([
|
||||
["RUB", "125000.50", "125 000,50 ₽", "Российский рубль", "₽"],
|
||||
["USD", "320.00", "320,00 $", "Доллар США", "$"],
|
||||
["EUR", "9876.54321", "9 876,54321 €", "Евро", "€"],
|
||||
[
|
||||
"RUB",
|
||||
"123456789012.345678901",
|
||||
"123 456 789 012,345678901 ₽",
|
||||
"Российский рубль",
|
||||
"₽",
|
||||
],
|
||||
["USD", "-1234567.890123", "-1 234 567,890123 $", "Доллар США", "$"],
|
||||
["EUR", "987654321.000001", "987 654 321,000001 €", "Евро", "€"],
|
||||
["USD", "-0.5", "-0,5 $", "Доллар США", "$"],
|
||||
["CAD", "20.00", "20,00 CAD", "CAD", "CAD"],
|
||||
["XYZ", "1.000", "1,000 XYZ", "XYZ", "XYZ"],
|
||||
])(
|
||||
"preserves %s %s and its currency identity",
|
||||
(currency, value, expected, name, symbol) => {
|
||||
render(
|
||||
<MantineProvider>
|
||||
<CurrencyCards amounts={[{ currency, value }]} />
|
||||
</MantineProvider>,
|
||||
);
|
||||
const term = screen.getByRole("term");
|
||||
expect(term).toHaveTextContent(name);
|
||||
// eslint-disable-next-line testing-library/no-node-access -- This assertion checks DOM structure, decoration or focus behavior that semantic queries cannot establish.
|
||||
expect(term.querySelector("[aria-hidden=\"true\"]")).toHaveTextContent(
|
||||
symbol,
|
||||
);
|
||||
expect(screen.getByRole("definition")).toHaveTextContent(expected);
|
||||
// eslint-disable-next-line testing-library/no-node-access -- This assertion checks DOM structure, decoration or focus behavior that semantic queries cannot establish.
|
||||
expect(term.parentElement).toBe(
|
||||
// eslint-disable-next-line testing-library/no-node-access -- This assertion checks DOM structure, decoration or focus behavior that semantic queries cannot establish.
|
||||
screen.getByRole("definition").parentElement,
|
||||
);
|
||||
},
|
||||
);
|
||||
});
|
||||
@@ -1,74 +0,0 @@
|
||||
import type { FC } from "react";
|
||||
|
||||
import { Paper, SimpleGrid, Text, VisuallyHidden } from "@mantine/core";
|
||||
import { useTranslation } from "react-i18next";
|
||||
|
||||
import type { Portfolio } from "@/entities/portfolio";
|
||||
|
||||
import { formatDecimal } from "@/shared/lib";
|
||||
|
||||
import classes from "../../AccountPage.module.css";
|
||||
|
||||
const SIGN_PREFIX_LENGTH = 2;
|
||||
|
||||
type CurrencyCardsProps = {
|
||||
amounts: Portfolio["totalsByCurrency"];
|
||||
};
|
||||
|
||||
const CurrencyCards: FC<CurrencyCardsProps> = (props) => {
|
||||
const { t } = useTranslation();
|
||||
const { amounts } = props;
|
||||
|
||||
const currencies: Record<string, { name: string; symbol: string }> = {
|
||||
EUR: { name: t("portfolio.currencies.EUR"), symbol: "€" },
|
||||
RUB: { name: t("portfolio.currencies.RUB"), symbol: "₽" },
|
||||
USD: { name: t("portfolio.currencies.USD"), symbol: "$" },
|
||||
};
|
||||
|
||||
return (
|
||||
<SimpleGrid cols={{ base: 1, md: 3, sm: 2 }} spacing={10}>
|
||||
{amounts.map((money) => {
|
||||
const amount = formatDecimal(money.value);
|
||||
|
||||
return (
|
||||
<Paper
|
||||
className={classes.total}
|
||||
component="dl"
|
||||
key={money.currency}
|
||||
m={0}
|
||||
withBorder
|
||||
>
|
||||
<Text className={classes.totalBadge} component="dt">
|
||||
<span aria-hidden="true">
|
||||
{currencies[money.currency]?.symbol ?? money.currency}
|
||||
</span>
|
||||
|
||||
<VisuallyHidden>
|
||||
{currencies[money.currency]?.name ?? money.currency}
|
||||
</VisuallyHidden>
|
||||
</Text>
|
||||
|
||||
<Text className={classes.totalAmount} component="dd" m={0}>
|
||||
{amount.startsWith("-")
|
||||
? (
|
||||
<>
|
||||
<span className={classes.totalLeadingDigits}>
|
||||
{amount.slice(0, SIGN_PREFIX_LENGTH)}
|
||||
</span>
|
||||
|
||||
{amount.slice(SIGN_PREFIX_LENGTH)}
|
||||
</>
|
||||
)
|
||||
: (
|
||||
amount
|
||||
)}{" "}
|
||||
{currencies[money.currency]?.symbol ?? money.currency}
|
||||
</Text>
|
||||
</Paper>
|
||||
);
|
||||
})}
|
||||
</SimpleGrid>
|
||||
);
|
||||
};
|
||||
|
||||
export { CurrencyCards };
|
||||
@@ -64,16 +64,14 @@ const IncomeSummary: FC<IncomeSummaryProps> = (props) => {
|
||||
|
||||
return (
|
||||
<Stack gap="xs">
|
||||
{props.summary.totalsByCurrency.map(total => (
|
||||
<Paper key={total.currency} p="sm" withBorder>
|
||||
<Text fw={700}>{formatMoney(total.total)}</Text>
|
||||
<Paper p="sm" withBorder>
|
||||
<Text fw={700}>{formatMoney(props.summary.total.total)}</Text>
|
||||
|
||||
<Text c="dimmed" size="sm">
|
||||
{t("income.coupon")}: {formatMoney(total.coupon)} ·{" "}
|
||||
{t("income.dividend")}: {formatMoney(total.dividend)}
|
||||
</Text>
|
||||
</Paper>
|
||||
))}
|
||||
<Text c="dimmed" size="sm">
|
||||
{t("income.coupon")}: {formatMoney(props.summary.total.coupon)} ·{" "}
|
||||
{t("income.dividend")}: {formatMoney(props.summary.total.dividend)}
|
||||
</Text>
|
||||
</Paper>
|
||||
|
||||
<Button component={Link} to={props.to} variant="subtle">
|
||||
{props.moreLabel ?? t("income.open")}
|
||||
|
||||
@@ -99,7 +99,7 @@ export const Incomplete: Story = {
|
||||
...data,
|
||||
completeness: "incomplete",
|
||||
excludedAccounts: [
|
||||
{ accountId: "usd", name: "Валютный", reason: "NON_RUB_ACTIVITY" },
|
||||
{ accountId: "usd", name: "Валютный", reason: "PORTFOLIO_VALUATION_INCOMPLETE" },
|
||||
],
|
||||
},
|
||||
},
|
||||
|
||||
@@ -114,13 +114,13 @@ describe("PerformanceTab", () => {
|
||||
renderTab({
|
||||
data: performance({
|
||||
completeness: "incomplete",
|
||||
excludedAccounts: [{ accountId: "usd", name: "Валютный", reason: "NON_RUB_ACTIVITY" }],
|
||||
excludedAccounts: [{ accountId: "usd", name: "Валютный", reason: "PORTFOLIO_VALUATION_INCOMPLETE" }],
|
||||
}),
|
||||
meta,
|
||||
});
|
||||
|
||||
expect(await screen.findByText("Результат неполный")).toBeInTheDocument();
|
||||
expect(screen.getByText("Валютный: Есть операции или позиции не в рублях")).toBeInTheDocument();
|
||||
expect(screen.getByText("Валютный: Нет полной оценки портфеля")).toBeInTheDocument();
|
||||
});
|
||||
|
||||
it("explains unavailability instead of showing zeros, including unknown reasons", async () => {
|
||||
|
||||
+31
-64
@@ -4,20 +4,20 @@ import type { Portfolio } from "@/entities/portfolio";
|
||||
|
||||
import { PortfolioStructure } from "./PortfolioStructure";
|
||||
|
||||
const rub: Portfolio["structure"]["currencies"][number] = {
|
||||
const rub: Portfolio["structure"] = {
|
||||
categories: [
|
||||
{ sharePercent: "52", type: "STOCK", value: "650000" },
|
||||
{ sharePercent: "30", type: "BOND", value: "375000" },
|
||||
{ sharePercent: "10", type: "OTHER", value: "125000" },
|
||||
{ sharePercent: "8", type: "CASH", value: "100000" },
|
||||
],
|
||||
currency: "RUB",
|
||||
hasNegativeValues: false,
|
||||
totalValue: "1250000",
|
||||
unvaluedCategories: [],
|
||||
};
|
||||
|
||||
const meta = {
|
||||
args: { structure: { currencies: [rub], unvaluedCategories: [] } },
|
||||
args: { structure: rub },
|
||||
component: PortfolioStructure,
|
||||
parameters: {
|
||||
docs: {
|
||||
@@ -36,60 +36,34 @@ export default meta;
|
||||
type Story = StoryObj<typeof meta>;
|
||||
|
||||
export const Regular: Story = {};
|
||||
export const MultipleCurrencies: Story = {
|
||||
args: {
|
||||
structure: {
|
||||
currencies: [
|
||||
rub,
|
||||
{
|
||||
categories: [{ sharePercent: "100", type: "CASH", value: "500" }],
|
||||
currency: "USD",
|
||||
hasNegativeValues: false,
|
||||
totalValue: "500",
|
||||
},
|
||||
],
|
||||
unvaluedCategories: [],
|
||||
},
|
||||
},
|
||||
};
|
||||
export const CashOnly: Story = {
|
||||
args: {
|
||||
structure: {
|
||||
currencies: [
|
||||
{
|
||||
categories: rub.categories.map(row => ({
|
||||
...row,
|
||||
sharePercent: row.type === "CASH" ? "100" : "0",
|
||||
value: row.type === "CASH" ? "100000" : "0",
|
||||
})),
|
||||
currency: "RUB",
|
||||
hasNegativeValues: false,
|
||||
totalValue: "100000",
|
||||
},
|
||||
],
|
||||
unvaluedCategories: [],
|
||||
...rub,
|
||||
categories: rub.categories.map(row => ({
|
||||
...row,
|
||||
sharePercent: row.type === "CASH" ? "100" : "0",
|
||||
value: row.type === "CASH" ? "100000" : "0",
|
||||
})),
|
||||
totalValue: "100000",
|
||||
},
|
||||
},
|
||||
};
|
||||
export const Empty: Story = {
|
||||
args: { structure: { currencies: [], unvaluedCategories: [] } },
|
||||
args: {
|
||||
structure: {
|
||||
categories: [],
|
||||
hasNegativeValues: false,
|
||||
totalValue: "0",
|
||||
unvaluedCategories: [],
|
||||
},
|
||||
},
|
||||
};
|
||||
export const Incomplete: Story = {
|
||||
args: {
|
||||
structure: {
|
||||
currencies: [
|
||||
{
|
||||
...rub,
|
||||
categories: rub.categories.map(
|
||||
|
||||
row =>
|
||||
({
|
||||
...row,
|
||||
sharePercent: null,
|
||||
}),
|
||||
),
|
||||
},
|
||||
],
|
||||
...rub,
|
||||
categories: rub.categories.map(row => ({ ...row, sharePercent: null })),
|
||||
unvaluedCategories: [{ count: 2, type: "STOCK" }],
|
||||
},
|
||||
},
|
||||
@@ -97,7 +71,9 @@ export const Incomplete: Story = {
|
||||
export const UnknownOnly: Story = {
|
||||
args: {
|
||||
structure: {
|
||||
currencies: [],
|
||||
categories: [],
|
||||
hasNegativeValues: false,
|
||||
totalValue: "0",
|
||||
unvaluedCategories: [{ count: 1, type: "BOND" }],
|
||||
},
|
||||
},
|
||||
@@ -105,23 +81,14 @@ export const UnknownOnly: Story = {
|
||||
export const Negative: Story = {
|
||||
args: {
|
||||
structure: {
|
||||
currencies: [
|
||||
{
|
||||
...rub,
|
||||
categories: rub.categories.map(
|
||||
|
||||
row =>
|
||||
({
|
||||
...row,
|
||||
sharePercent: null,
|
||||
value: row.type === "OTHER" ? "25000" : row.value,
|
||||
}),
|
||||
),
|
||||
hasNegativeValues: true,
|
||||
totalValue: "1150000",
|
||||
},
|
||||
],
|
||||
unvaluedCategories: [],
|
||||
...rub,
|
||||
categories: rub.categories.map(row => ({
|
||||
...row,
|
||||
sharePercent: null,
|
||||
value: row.type === "OTHER" ? "25000" : row.value,
|
||||
})),
|
||||
hasNegativeValues: true,
|
||||
totalValue: "1150000",
|
||||
},
|
||||
},
|
||||
};
|
||||
|
||||
+38
-65
@@ -1,21 +1,21 @@
|
||||
import { MantineProvider } from "@mantine/core";
|
||||
import { fireEvent, render, screen, within } from "@testing-library/react";
|
||||
import { render, screen, within } from "@testing-library/react";
|
||||
import { describe, expect, it } from "vitest";
|
||||
|
||||
import type { Portfolio } from "@/entities/portfolio";
|
||||
|
||||
import { PortfolioStructure } from "./PortfolioStructure";
|
||||
|
||||
const rub: Portfolio["structure"]["currencies"][number] = {
|
||||
const rub: Portfolio["structure"] = {
|
||||
categories: [
|
||||
{ sharePercent: "60", type: "STOCK", value: "60" },
|
||||
{ sharePercent: "20", type: "BOND", value: "20" },
|
||||
{ sharePercent: "0", type: "OTHER", value: "0" },
|
||||
{ sharePercent: "20", type: "CASH", value: "20" },
|
||||
],
|
||||
currency: "RUB",
|
||||
hasNegativeValues: false,
|
||||
totalValue: "100",
|
||||
unvaluedCategories: [],
|
||||
};
|
||||
|
||||
const ui = (structure: null | Portfolio["structure"] | undefined) => (
|
||||
@@ -39,7 +39,7 @@ describe("portfolio structure", () => {
|
||||
screen.queryByText(/Нет положительной стоимости/),
|
||||
).not.toBeInTheDocument();
|
||||
expect(screen.queryByRole("list")).not.toBeInTheDocument();
|
||||
view.rerender(ui({ currencies: [rub], unvaluedCategories: [] }));
|
||||
view.rerender(ui(rub));
|
||||
expect(screen.getByRole("list")).toHaveTextContent("Акции60 ₽60 %");
|
||||
expect(
|
||||
screen.queryByText("Данные о структуре портфеля пока недоступны."),
|
||||
@@ -47,41 +47,23 @@ describe("portfolio structure", () => {
|
||||
},
|
||||
);
|
||||
it("shows exact server amounts and cash-inclusive shares without hovering", () => {
|
||||
render(ui({ currencies: [rub], unvaluedCategories: [] }));
|
||||
render(ui(rub));
|
||||
const list = screen.getByRole("list", { name: "Категории активов" });
|
||||
expect(list).toHaveTextContent("Акции60 ₽60 %");
|
||||
expect(list).toHaveTextContent("Свободные деньги20 ₽20 %");
|
||||
expect(screen.queryByRole("combobox")).not.toBeInTheDocument();
|
||||
});
|
||||
it("switches currencies and falls back when a refresh removes the selection", () => {
|
||||
const usd = { ...rub, currency: "USD" };
|
||||
const view = render(ui({ currencies: [rub, usd], unvaluedCategories: [] }));
|
||||
fireEvent.click(
|
||||
screen.getByRole("combobox", { name: "Валюта структуры портфеля" }),
|
||||
);
|
||||
fireEvent.click(screen.getByRole("option", { name: "USD" }));
|
||||
expect(screen.getByRole("list")).toHaveTextContent("60 $");
|
||||
expect(screen.getByRole("list")).not.toHaveTextContent("₽");
|
||||
view.rerender(ui({ currencies: [rub], unvaluedCategories: [] }));
|
||||
expect(screen.getByRole("list")).toHaveTextContent("60 ₽");
|
||||
expect(screen.queryByRole("combobox")).not.toBeInTheDocument();
|
||||
});
|
||||
it("retains known amounts and names unvalued categories without inventing a zero", () => {
|
||||
render(
|
||||
ui({
|
||||
currencies: [
|
||||
{
|
||||
...rub,
|
||||
categories: rub.categories.map(
|
||||
|
||||
row =>
|
||||
({
|
||||
...row,
|
||||
sharePercent: null,
|
||||
}),
|
||||
),
|
||||
},
|
||||
],
|
||||
...rub,
|
||||
categories: rub.categories.map(
|
||||
row =>
|
||||
({
|
||||
...row,
|
||||
sharePercent: null,
|
||||
}),
|
||||
),
|
||||
unvaluedCategories: [
|
||||
{ count: 2, type: "OTHER" },
|
||||
{ count: 1, type: "STOCK" },
|
||||
@@ -89,10 +71,8 @@ describe("portfolio structure", () => {
|
||||
}),
|
||||
);
|
||||
expect(screen.getByText(/Оценка неполная/)).toBeInTheDocument();
|
||||
expect(screen.getByRole("list")).toHaveTextContent("Известно: 60 ₽");
|
||||
expect(screen.getByRole("list")).toHaveTextContent(
|
||||
"Другие активыНет оценки",
|
||||
);
|
||||
expect(screen.getByRole("list")).toHaveTextContent("АкцииИзвестно: 60 ₽");
|
||||
expect(screen.getByRole("list")).toHaveTextContent("Другие активы");
|
||||
expect(
|
||||
screen.queryByLabelText(/Структура по типам/),
|
||||
).not.toBeInTheDocument();
|
||||
@@ -100,22 +80,16 @@ describe("portfolio structure", () => {
|
||||
it("keeps negative amounts visible without a donut or invented positive shares", () => {
|
||||
render(
|
||||
ui({
|
||||
currencies: [
|
||||
{
|
||||
...rub,
|
||||
categories: rub.categories.map(
|
||||
|
||||
row =>
|
||||
({
|
||||
...row,
|
||||
sharePercent: null,
|
||||
value: row.type === "STOCK" ? "-60" : row.value,
|
||||
}),
|
||||
),
|
||||
hasNegativeValues: true,
|
||||
},
|
||||
],
|
||||
unvaluedCategories: [],
|
||||
...rub,
|
||||
categories: rub.categories.map(
|
||||
row =>
|
||||
({
|
||||
...row,
|
||||
sharePercent: null,
|
||||
value: row.type === "STOCK" ? "-60" : row.value,
|
||||
}),
|
||||
),
|
||||
hasNegativeValues: true,
|
||||
}),
|
||||
);
|
||||
expect(screen.getByText(/Есть отрицательные/)).toBeInTheDocument();
|
||||
@@ -128,31 +102,30 @@ describe("portfolio structure", () => {
|
||||
).not.toBeInTheDocument();
|
||||
});
|
||||
it("handles unknown-only and empty compositions", () => {
|
||||
const view = render(
|
||||
ui({ currencies: [], unvaluedCategories: [{ count: 1, type: "BOND" }] }),
|
||||
render(
|
||||
ui({
|
||||
categories: [],
|
||||
hasNegativeValues: false,
|
||||
totalValue: "0",
|
||||
unvaluedCategories: [{ count: 1, type: "BOND" }],
|
||||
}),
|
||||
);
|
||||
|
||||
expect(screen.getByText("Облигации: без оценки — 1")).toBeInTheDocument();
|
||||
expect(screen.queryByRole("list")).not.toBeInTheDocument();
|
||||
view.rerender(ui({ currencies: [], unvaluedCategories: [] }));
|
||||
expect(screen.getByText(/Нет положительной стоимости/)).toBeInTheDocument();
|
||||
});
|
||||
it("keeps full decimal amounts and describes tiny shares", () => {
|
||||
render(
|
||||
ui({
|
||||
currencies: [
|
||||
...rub,
|
||||
categories: [
|
||||
{
|
||||
...rub,
|
||||
categories: [
|
||||
{
|
||||
sharePercent: "0.000001",
|
||||
type: "CASH",
|
||||
value: "9007199254740993.000000001",
|
||||
},
|
||||
],
|
||||
sharePercent: "0.000001",
|
||||
type: "CASH",
|
||||
value: "9007199254740993.000000001",
|
||||
},
|
||||
],
|
||||
unvaluedCategories: [],
|
||||
totalValue: "9007199254740993.000000001",
|
||||
}),
|
||||
);
|
||||
expect(screen.getByRole("list")).toHaveTextContent(
|
||||
|
||||
+3
-17
@@ -1,5 +1,5 @@
|
||||
import { DonutChart } from "@mantine/charts";
|
||||
import { Box, Group, Paper, Select, Stack, Text, Title } from "@mantine/core";
|
||||
import { Box, Group, Paper, Stack, Text, Title } from "@mantine/core";
|
||||
import { type FC, useId } from "react";
|
||||
import { useTranslation } from "react-i18next";
|
||||
|
||||
@@ -7,11 +7,8 @@ import classes from "./PortfolioStructure.module.css";
|
||||
|
||||
type PortfolioStructureViewProps = {
|
||||
chartData: StructureRow[];
|
||||
currencies: string[];
|
||||
currency: null | string;
|
||||
incomplete: boolean;
|
||||
negative: boolean;
|
||||
onCurrencyChange: (currency: null | string) => void;
|
||||
rows: StructureRow[];
|
||||
unavailable: boolean;
|
||||
unvalued: string[];
|
||||
@@ -64,17 +61,6 @@ const PortfolioStructureView: FC<PortfolioStructureViewProps> = (props) => {
|
||||
<Title id={titleId} order={2} size="h4">
|
||||
{t("portfolio.structure.title")}
|
||||
</Title>
|
||||
|
||||
{props.currencies.length > 1 && (
|
||||
<Select
|
||||
allowDeselect={false}
|
||||
aria-label={t("portfolio.structure.currency")}
|
||||
data={props.currencies}
|
||||
onChange={props.onCurrencyChange}
|
||||
value={props.currency}
|
||||
w={112}
|
||||
/>
|
||||
)}
|
||||
</Group>
|
||||
|
||||
<Text c="dimmed" size="sm">
|
||||
@@ -110,11 +96,11 @@ const PortfolioStructureView: FC<PortfolioStructureViewProps> = (props) => {
|
||||
</Text>
|
||||
)}
|
||||
|
||||
<div className={appearanceClass} key={props.currency}>
|
||||
<div className={appearanceClass}>
|
||||
{props.chartData.length > 0 && (
|
||||
<DonutChart
|
||||
aria-label={t("portfolio.structure.chartLabel")}
|
||||
chartLabel={props.currency ?? undefined}
|
||||
chartLabel="₽"
|
||||
data={props.chartData}
|
||||
endAngle={-270}
|
||||
pieChartProps={{ title: t("portfolio.structure.chartLabel") }}
|
||||
|
||||
+7
-22
@@ -1,6 +1,5 @@
|
||||
import type { TFunction } from "i18next";
|
||||
|
||||
import { useState } from "react";
|
||||
import { useTranslation } from "react-i18next";
|
||||
|
||||
import type { Portfolio } from "@/entities/portfolio";
|
||||
@@ -15,24 +14,15 @@ type PortfolioStructureProps = { structure?: null | Portfolio["structure"] };
|
||||
const usePortfolioStructureVm = (props: PortfolioStructureProps) => {
|
||||
const { structure } = props;
|
||||
const { t } = useTranslation();
|
||||
const [currency, setCurrency] = useState<null | string>(null);
|
||||
|
||||
const selected
|
||||
= structure?.currencies.find(item => item.currency === currency)
|
||||
?? structure?.currencies[0];
|
||||
|
||||
const isIncomplete = (structure?.unvaluedCategories.length ?? 0) > 0;
|
||||
const rows = portfolioRows(selected, structure, t);
|
||||
const rows = portfolioRows(structure, t);
|
||||
const chartData = rows.filter(row => row.value > 0);
|
||||
|
||||
return {
|
||||
chartData,
|
||||
currencies: structure?.currencies.map(item => item.currency) ?? [],
|
||||
|
||||
currency: selected?.currency ?? null,
|
||||
incomplete: isIncomplete,
|
||||
negative: selected?.hasNegativeValues ?? false,
|
||||
onCurrencyChange: setCurrency,
|
||||
negative: structure?.hasNegativeValues ?? false,
|
||||
rows,
|
||||
unavailable: !structure,
|
||||
unvalued:
|
||||
@@ -46,14 +36,12 @@ const usePortfolioStructureVm = (props: PortfolioStructureProps) => {
|
||||
};
|
||||
|
||||
function portfolioRows(
|
||||
selected:
|
||||
NonNullable<Portfolio["structure"]>["currencies"][number] | undefined,
|
||||
structure: PortfolioStructureProps["structure"],
|
||||
t: TFunction,
|
||||
) {
|
||||
if (!selected) return [];
|
||||
if (!structure) return [];
|
||||
|
||||
return selected.categories.map((category) => {
|
||||
return structure.categories.map((category) => {
|
||||
const presentation = portfolioCategoryPresentation[category.type];
|
||||
|
||||
const percentage
|
||||
@@ -61,16 +49,13 @@ function portfolioRows(
|
||||
? undefined
|
||||
: Number(category.sharePercent);
|
||||
|
||||
const unknown = structure?.unvaluedCategories.some(
|
||||
const isUnknown = structure.unvaluedCategories.some(
|
||||
item => item.type === category.type,
|
||||
);
|
||||
|
||||
let amount = formatMoney({
|
||||
currency: selected.currency,
|
||||
value: category.value,
|
||||
});
|
||||
let amount = formatMoney({ currency: "RUB", value: category.value });
|
||||
|
||||
if (unknown) {
|
||||
if (isUnknown) {
|
||||
amount
|
||||
= category.value === "0"
|
||||
? t("portfolio.structure.unvalued")
|
||||
|
||||
Reference in New Issue
Block a user