feat: show return, cash and structure on account cards (#114)
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This commit was merged in pull request #116.
This commit is contained in:
@@ -8,11 +8,15 @@ const VISIBLE_CURRENCY_LIMIT = 2;
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type BrokerageAccountCard = {
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account: BrokerageAccount;
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positionCounts: null
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| { bonds: number; stocks: number };
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positionCounts: null | PositionCounts;
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source?: NonNullable<InvestmentResourceMeta["dependencies"]>[number];
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summary:
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| { remainingCurrencyCount: number; state: "available"; totals: Money[] }
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| {
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portfolio: NonNullable<BrokerageAccount["portfolioSummary"]>;
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remainingCurrencyCount: number;
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state: "available";
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totals: Money[];
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}
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| { state: "empty" }
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| { state: "unavailable" };
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};
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@@ -21,6 +25,8 @@ type Money = NonNullable<
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BrokerageAccount["portfolioSummary"]
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>["totalsByCurrency"][number];
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type PositionCounts = { bonds: number; stocks: number; total: number };
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function accountTypeKey(type: BrokerageAccount["type"]) {
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return `accounts.types.${type}` as const;
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}
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@@ -48,6 +54,7 @@ function brokerageAccountCards(
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const positionCounts = {
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bonds: summary.bondPositionCount,
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stocks: summary.stockPositionCount,
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total: summary.totalPositionCount,
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};
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if (summary.totalsByCurrency.length === 0)
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@@ -58,6 +65,7 @@ function brokerageAccountCards(
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positionCounts,
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source,
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summary: {
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portfolio: summary,
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remainingCurrencyCount: Math.max(
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summary.totalsByCurrency.length - VISIBLE_CURRENCY_LIMIT,
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0,
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+65
-36
@@ -1,7 +1,9 @@
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.list {
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display: grid;
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width: 100%;
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margin: 0;
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padding: 0;
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gap: var(--mantine-spacing-sm);
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list-style: none;
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}
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@@ -9,15 +11,16 @@
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display: grid;
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grid-template-areas:
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"identity balance"
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"details balance";
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"details balance"
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"structure structure";
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grid-template-columns: minmax(0, 1fr) minmax(0, auto);
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gap: var(--mantine-spacing-xs) var(--mantine-spacing-xl);
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gap: var(--mantine-spacing-sm) var(--mantine-spacing-xl);
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align-items: center;
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padding: var(--mantine-spacing-md);
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padding: var(--mantine-spacing-lg);
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border: 1px solid var(--wl-color-border);
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border-left: 3px solid var(--mantine-color-blue-5);
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border-left: 3px solid var(--wl-color-primary);
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border-radius: var(--mantine-radius-md);
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background: var(--mantine-color-white);
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background: var(--wl-color-surface);
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color: inherit;
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text-decoration: none;
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transition: background-color 160ms ease, border-color 160ms ease;
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@@ -25,13 +28,12 @@
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.row:hover,
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.row:focus-visible {
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border-color: var(--mantine-color-blue-3);
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border-left-color: var(--mantine-color-blue-6);
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background: var(--mantine-color-blue-0);
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border-color: var(--wl-color-primary);
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background: var(--wl-color-subtle);
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}
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.row:focus-visible {
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outline: 2px solid var(--mantine-color-blue-6);
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outline: 2px solid var(--wl-color-primary);
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outline-offset: -2px;
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}
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@@ -42,74 +44,101 @@
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.name {
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margin: 0;
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color: var(--mantine-color-blue-9);
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color: var(--wl-color-text);
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font-size: var(--mantine-font-size-md);
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line-height: var(--mantine-line-height-md);
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overflow-wrap: anywhere;
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}
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.accountType {
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flex-shrink: 0;
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align-self: flex-start;
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padding: 2px var(--mantine-spacing-xs);
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border-radius: var(--mantine-radius-sm);
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background: var(--mantine-color-blue-0);
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color: var(--mantine-color-blue-8);
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}
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.balance {
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grid-area: balance;
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min-width: 0;
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padding: var(--mantine-spacing-xs) var(--mantine-spacing-sm);
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border-radius: var(--mantine-radius-sm);
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background: var(--wl-color-subtle);
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text-align: right;
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}
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.summary {
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font-variant-numeric: tabular-nums;
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font-variant-numeric: tabular-nums lining-nums;
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white-space: nowrap;
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}
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.total {
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color: var(--mantine-color-dark-7);
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color: var(--wl-color-text);
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font-size: var(--mantine-font-size-lg);
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line-height: var(--mantine-line-height-md);
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overflow-wrap: anywhere;
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line-height: var(--mantine-line-height-lg);
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}
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.total + .total {
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font-weight: 500;
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.return,
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.cashValue {
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font-variant-numeric: tabular-nums lining-nums;
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white-space: nowrap;
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}
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.positive {
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color: var(--wl-color-positive);
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}
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.negative {
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color: var(--wl-color-negative);
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}
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.neutral {
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color: var(--wl-color-muted);
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}
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.cash {
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font-variant-numeric: tabular-nums lining-nums;
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}
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.details {
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grid-area: details;
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min-width: 0;
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font-variant-numeric: tabular-nums lining-nums;
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}
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.positions {
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margin: 0;
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}
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.positions > div {
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display: flex;
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.structure {
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grid-area: structure;
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gap: var(--mantine-spacing-xs);
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align-items: baseline;
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}
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.positions dd {
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margin: 0;
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.structureBar {
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display: flex;
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width: 100%;
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height: 6px;
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overflow: hidden;
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border-radius: var(--mantine-radius-xs);
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background: var(--wl-color-subtle);
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}
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.status {
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min-width: 0;
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overflow-wrap: anywhere;
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.structureSection {
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flex: none;
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height: 100%;
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background: var(--category-color);
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}
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@media (max-width: 48em) {
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@media (max-width: 47.9375em) {
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.row {
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column-gap: var(--mantine-spacing-sm);
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grid-template-areas:
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"identity"
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"balance"
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"structure"
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"details";
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grid-template-columns: minmax(0, 1fr);
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gap: var(--mantine-spacing-sm);
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padding: var(--mantine-spacing-md);
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}
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.balance {
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max-width: 50vw;
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text-align: left;
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}
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.balance > div {
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justify-content: flex-start;
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}
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}
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+166
-188
@@ -2,32 +2,86 @@ import type { Meta, StoryObj } from "@storybook/react-vite";
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import { MemoryRouter } from "react-router";
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import { resource } from "@/test/resource";
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import type { BrokerageAccount } from "../../api/useBrokerageAccounts";
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import { brokerageAccountCards } from "../../model/display";
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import { BrokerageAccountList } from "./BrokerageAccountList";
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const syntheticAccount = {
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id: "storybook-account",
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name: "Учебный брокерский счёт",
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openedOn: "2025-03-15",
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portfolioSummary: {
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bondPositionCount: 12,
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stockPositionCount: 5,
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totalsByCurrency: [
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{ currency: "RUB", value: "125000.50" },
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{ currency: "USD", value: "320" },
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{ currency: "EUR", value: "210" },
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],
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type PortfolioSummary = NonNullable<BrokerageAccount["portfolioSummary"]>;
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const rubReturn = {
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absolute: "136900",
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costBasis: "1103600.50",
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currency: "RUB",
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partial: false,
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percent: "12.40",
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};
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const portfolioSummary = {
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bondPositionCount: 12,
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cashBalances: [
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{ currency: "RUB", value: "82500.50" },
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{ currency: "USD", value: "1500" },
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],
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fundPositionCount: 2,
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stockPositionCount: 5,
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structure: {
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currencies: [{
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categories: [
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{ sharePercent: "55.000000", type: "STOCK", value: "682500" },
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{ sharePercent: "25.000000", type: "BOND", value: "310500" },
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{ sharePercent: "10.000000", type: "OTHER", value: "124200" },
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{ sharePercent: "10.000000", type: "CASH", value: "124200" },
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],
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currency: "RUB",
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hasNegativeValues: false,
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totalValue: "1241400",
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}],
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unvaluedCategories: [],
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},
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type: "BROKERAGE",
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} satisfies BrokerageAccount;
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totalPositionCount: 19,
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totalsByCurrency: [{ currency: "RUB", value: "1240500.50" }],
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unrealizedReturnByCurrency: [rubReturn],
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} satisfies PortfolioSummary;
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function account(
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id: string,
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name: string,
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summary: null | PortfolioSummary = portfolioSummary,
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type: BrokerageAccount["type"] = "BROKERAGE",
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): BrokerageAccount {
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return {
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id,
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name,
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openedOn: "2025-03-15",
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portfolioSummary: summary,
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type,
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};
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}
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const negativeSummary: PortfolioSummary = {
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...portfolioSummary,
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unrealizedReturnByCurrency: [{
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...rubReturn,
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absolute: "-4200",
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percent: "-3.05",
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}],
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};
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const emptySummary: PortfolioSummary = {
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...portfolioSummary,
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cashBalances: [],
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structure: { currencies: [], unvaluedCategories: [] },
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totalPositionCount: 0,
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totalsByCurrency: [],
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unrealizedReturnByCurrency: [],
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};
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const meta = {
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args: { accounts: brokerageAccountCards([syntheticAccount]) },
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argTypes: {
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accounts: { control: false },
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},
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args: { accounts: brokerageAccountCards([account("normal", "Основной ИИС")]) },
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argTypes: { accounts: { control: false } },
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component: BrokerageAccountList,
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decorators: [
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Story => (
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@@ -40,7 +94,7 @@ const meta = {
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docs: {
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description: {
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component:
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"Компактные строки счетов WealthLedger: название и отличающийся тип слева, текущая стоимость с двумя знаками справа на desktop и под названием на mobile. Видимы не более двух валют и счётчик остальных, позиции и локальный статус источника. Отсутствие сводки и отсутствие сумм имеют разные сообщения. Примеры содержат вымышленные данные. Ссылки меняют только локальный маршрут MemoryRouter; страница назначения в этой истории не отображается.",
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"Карточки счетов: стоимость и доходность по валютам, деньги, структура и свежесть источника. Денежные и процентные значения остаются строками. Все примеры содержат вымышленные данные; ссылки работают только внутри MemoryRouter.",
|
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},
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||||
},
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||||
},
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@@ -52,188 +106,112 @@ export default meta;
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type Story = StoryObj<typeof meta>;
|
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export const Available: Story = {
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name: "Сводка по нескольким валютам",
|
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parameters: {
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||||
docs: {
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description: {
|
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story:
|
||||
"Показываются первые две валюты и количество остальных. Суммы разных валют не складываются в общий итог.",
|
||||
},
|
||||
},
|
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export const Normal: Story = {};
|
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|
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export const MultiCurrency: Story = {
|
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args: {
|
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accounts: brokerageAccountCards([account("multi", "Мультивалютный", {
|
||||
...portfolioSummary,
|
||||
cashBalances: [
|
||||
{ currency: "RUB", value: "82500.50" },
|
||||
{ currency: "USD", value: "1500" },
|
||||
],
|
||||
totalsByCurrency: [
|
||||
{ currency: "RUB", value: "1240500.50" },
|
||||
{ currency: "USD", value: "3200" },
|
||||
{ currency: "EUR", value: "900" },
|
||||
],
|
||||
unrealizedReturnByCurrency: [
|
||||
...portfolioSummary.unrealizedReturnByCurrency,
|
||||
{
|
||||
absolute: "20",
|
||||
costBasis: "3180",
|
||||
currency: "USD",
|
||||
partial: false,
|
||||
percent: "2.10",
|
||||
},
|
||||
{
|
||||
absolute: "0",
|
||||
costBasis: "900",
|
||||
currency: "EUR",
|
||||
partial: false,
|
||||
percent: null,
|
||||
},
|
||||
],
|
||||
})]),
|
||||
},
|
||||
};
|
||||
|
||||
export const Unavailable: Story
|
||||
= {
|
||||
args: {
|
||||
accounts: brokerageAccountCards([
|
||||
{ ...syntheticAccount, openedOn: null, portfolioSummary: null },
|
||||
]),
|
||||
},
|
||||
name: "Сводка недоступна",
|
||||
parameters: {
|
||||
docs: {
|
||||
description: {
|
||||
story:
|
||||
"Счёт остаётся доступен для открытия, даже если сводка временно недоступна. Неизвестные суммы не заменяются нулём; отсутствующая дата открытия не отображается.",
|
||||
},
|
||||
},
|
||||
},
|
||||
};
|
||||
export const Negative: Story = {
|
||||
args: {
|
||||
accounts: brokerageAccountCards([
|
||||
account("negative", "Просевший портфель", negativeSummary),
|
||||
]),
|
||||
},
|
||||
};
|
||||
|
||||
export const Partial: Story = {
|
||||
args: {
|
||||
accounts: brokerageAccountCards([account("partial", "Частичные данные", {
|
||||
...portfolioSummary,
|
||||
unrealizedReturnByCurrency: [{
|
||||
...rubReturn,
|
||||
partial: true,
|
||||
}],
|
||||
})]),
|
||||
},
|
||||
};
|
||||
|
||||
export const Empty: Story = {
|
||||
args: {
|
||||
accounts: brokerageAccountCards([
|
||||
{
|
||||
...syntheticAccount,
|
||||
portfolioSummary: {
|
||||
bondPositionCount: 0,
|
||||
stockPositionCount: 0,
|
||||
totalsByCurrency: [],
|
||||
},
|
||||
},
|
||||
account("empty", "Новый пустой счёт", emptySummary),
|
||||
]),
|
||||
},
|
||||
name: "Нет текущих сумм",
|
||||
parameters: {
|
||||
docs: {
|
||||
description: {
|
||||
story:
|
||||
"Успешно полученная пустая сводка отличается от ошибки получения данных. Карточка сохраняет название, тип счёта и переход.",
|
||||
},
|
||||
},
|
||||
};
|
||||
|
||||
export const Unavailable: Story = {
|
||||
args: {
|
||||
accounts: brokerageAccountCards([
|
||||
account("unavailable", "Счёт без сводки", null),
|
||||
]),
|
||||
},
|
||||
};
|
||||
|
||||
export const Stale: Story = {
|
||||
args: {
|
||||
accounts: brokerageAccountCards([
|
||||
account("stale", "Устаревший портфель"),
|
||||
], resource([], {
|
||||
dependencies: [{
|
||||
availability: "available",
|
||||
completeness: "complete",
|
||||
dataRevision: "stale-revision",
|
||||
freshness: "stale",
|
||||
lastAttempt: {
|
||||
finishedAt: null,
|
||||
problems: [],
|
||||
startedAt: null,
|
||||
state: "none",
|
||||
},
|
||||
lastSuccessfulAt: "2026-08-13T00:00:00Z",
|
||||
resourceKey: "portfolio/stale",
|
||||
}],
|
||||
freshness: "stale",
|
||||
lastSuccessfulAt: "2026-08-14T00:00:00Z",
|
||||
}).meta.dependencies),
|
||||
},
|
||||
};
|
||||
|
||||
export const LongName: Story = {
|
||||
args: {
|
||||
accounts: brokerageAccountCards([
|
||||
{
|
||||
...syntheticAccount,
|
||||
name: "Учебный индивидуальный инвестиционный счёт для долгосрочных накоплений",
|
||||
type: "INDIVIDUAL_INVESTMENT",
|
||||
},
|
||||
]),
|
||||
},
|
||||
name: "Длинное название счёта",
|
||||
parameters: {
|
||||
docs: {
|
||||
description: {
|
||||
story:
|
||||
"Проверьте перенос длинного названия на узком экране и доступность всей карточки с клавиатуры.",
|
||||
},
|
||||
},
|
||||
},
|
||||
};
|
||||
|
||||
export const AccountGrid: Story = {
|
||||
args: {
|
||||
accounts: brokerageAccountCards([
|
||||
{
|
||||
...syntheticAccount,
|
||||
name: "Основной",
|
||||
portfolioSummary: {
|
||||
bondPositionCount: 14,
|
||||
stockPositionCount: 8,
|
||||
totalsByCurrency: [{ currency: "RUB", value: "1256430.50" }],
|
||||
},
|
||||
},
|
||||
{
|
||||
...syntheticAccount,
|
||||
id: "storybook-iis",
|
||||
name: "Долгосрочные инвестиции",
|
||||
portfolioSummary: {
|
||||
bondPositionCount: 6,
|
||||
stockPositionCount: 0,
|
||||
totalsByCurrency: [{ currency: "RUB", value: "480250" }],
|
||||
},
|
||||
type: "INDIVIDUAL_INVESTMENT",
|
||||
},
|
||||
]),
|
||||
},
|
||||
name: "Несколько счетов",
|
||||
};
|
||||
|
||||
export const UnvaluedPositions: Story = {
|
||||
args: {
|
||||
accounts: brokerageAccountCards([
|
||||
{
|
||||
...syntheticAccount,
|
||||
portfolioSummary: {
|
||||
bondPositionCount: 1,
|
||||
stockPositionCount: 2,
|
||||
totalsByCurrency: [],
|
||||
},
|
||||
},
|
||||
]),
|
||||
},
|
||||
name: "Бумаги без текущей оценки",
|
||||
};
|
||||
|
||||
export const LargeValues: Story = {
|
||||
args: {
|
||||
accounts: brokerageAccountCards([
|
||||
{
|
||||
...syntheticAccount,
|
||||
portfolioSummary: {
|
||||
bondPositionCount: 105,
|
||||
stockPositionCount: 21,
|
||||
totalsByCurrency: [
|
||||
{ currency: "RUB", value: "1234567890123456789.50" },
|
||||
{ currency: "USD", value: "-9876543210987654321.50" },
|
||||
],
|
||||
},
|
||||
},
|
||||
]),
|
||||
},
|
||||
name: "Длинные суммы",
|
||||
};
|
||||
|
||||
export const IndependentFreshness: Story
|
||||
= {
|
||||
args: {
|
||||
accounts: brokerageAccountCards(
|
||||
[
|
||||
syntheticAccount,
|
||||
{
|
||||
...syntheticAccount,
|
||||
id: "waiting",
|
||||
name: "Новый счёт",
|
||||
portfolioSummary: null,
|
||||
},
|
||||
],
|
||||
[
|
||||
{
|
||||
availability: "available",
|
||||
completeness: "complete",
|
||||
dataRevision: "1",
|
||||
freshness: "stale",
|
||||
lastAttempt: {
|
||||
finishedAt: "2026-09-24T10:31:00Z",
|
||||
problems: [],
|
||||
startedAt: "2026-09-24T10:30:00Z",
|
||||
state: "failed",
|
||||
},
|
||||
lastSuccessfulAt: "2026-09-24T10:30:00Z",
|
||||
resourceKey: "portfolio/storybook-account",
|
||||
},
|
||||
{
|
||||
availability: "initial-loading",
|
||||
completeness: "incomplete",
|
||||
dataRevision: "0",
|
||||
freshness: "unknown",
|
||||
lastAttempt: {
|
||||
finishedAt: null,
|
||||
problems: [],
|
||||
startedAt: "2026-09-24T10:30:00Z",
|
||||
state: "running",
|
||||
},
|
||||
lastSuccessfulAt: null,
|
||||
resourceKey: "portfolio/waiting",
|
||||
},
|
||||
],
|
||||
account(
|
||||
"long",
|
||||
"Очень длинное название индивидуального инвестиционного счёта, которое должно корректно переноситься на узком экране",
|
||||
portfolioSummary,
|
||||
"INDIVIDUAL_INVESTMENT",
|
||||
),
|
||||
},
|
||||
name: "Независимая свежесть и ошибка сводок",
|
||||
};
|
||||
]),
|
||||
},
|
||||
};
|
||||
|
||||
+185
-111
@@ -5,128 +5,202 @@ import { describe, expect, it } from "vitest";
|
||||
|
||||
import { resource } from "@/test/resource";
|
||||
|
||||
import type { BrokerageAccount } from "../../api/useBrokerageAccounts";
|
||||
|
||||
import { brokerageAccountCards } from "../../model/display";
|
||||
import { BrokerageAccountList } from "./BrokerageAccountList";
|
||||
|
||||
describe("BrokerageAccountList", () => {
|
||||
it("renders account details and an account link", () => {
|
||||
render(
|
||||
<MantineProvider>
|
||||
<MemoryRouter>
|
||||
<BrokerageAccountList
|
||||
accounts={brokerageAccountCards([
|
||||
{
|
||||
id: "account-1",
|
||||
name: "Основной",
|
||||
openedOn: "2024-08-13",
|
||||
portfolioSummary: {
|
||||
bondPositionCount: 12,
|
||||
stockPositionCount: 5,
|
||||
totalsByCurrency: [
|
||||
{
|
||||
currency: "RUB",
|
||||
value: "123456789012345678901.995",
|
||||
},
|
||||
{ currency: "USD", value: "20" },
|
||||
{ currency: "EUR", value: "5" },
|
||||
],
|
||||
},
|
||||
type: "BROKERAGE",
|
||||
type PortfolioSummary = NonNullable<BrokerageAccount["portfolioSummary"]>;
|
||||
|
||||
},
|
||||
{
|
||||
id: "account-2",
|
||||
name: "Брокерский счет",
|
||||
openedOn: null,
|
||||
portfolioSummary: null,
|
||||
type: "BROKERAGE",
|
||||
},
|
||||
{
|
||||
id: "account-3",
|
||||
name: "Пустой",
|
||||
openedOn: null,
|
||||
portfolioSummary: {
|
||||
bondPositionCount: 0,
|
||||
stockPositionCount: 2,
|
||||
totalsByCurrency: [],
|
||||
},
|
||||
type: "BROKERAGE",
|
||||
},
|
||||
])}
|
||||
/>
|
||||
</MemoryRouter>
|
||||
</MantineProvider>,
|
||||
);
|
||||
const portfolioSummary = {
|
||||
bondPositionCount: 12,
|
||||
cashBalances: [
|
||||
{ currency: "RUB", value: "82500.5" },
|
||||
{ currency: "USD", value: "20" },
|
||||
],
|
||||
fundPositionCount: 0,
|
||||
stockPositionCount: 5,
|
||||
structure: {
|
||||
currencies: [{
|
||||
categories: [
|
||||
{ sharePercent: "50.000000", type: "STOCK", value: "100" },
|
||||
{ sharePercent: "30.000000", type: "BOND", value: "60" },
|
||||
{ sharePercent: "0.000000", type: "OTHER", value: "0" },
|
||||
{ sharePercent: "20.000000", type: "CASH", value: "40" },
|
||||
],
|
||||
currency: "RUB",
|
||||
hasNegativeValues: false,
|
||||
totalValue: "200",
|
||||
}],
|
||||
unvaluedCategories: [],
|
||||
},
|
||||
totalPositionCount: 17,
|
||||
totalsByCurrency: [
|
||||
{ currency: "RUB", value: "123456789012345678901.995" },
|
||||
{ currency: "USD", value: "20" },
|
||||
{ currency: "EUR", value: "5" },
|
||||
],
|
||||
unrealizedReturnByCurrency: [
|
||||
{
|
||||
absolute: "136900",
|
||||
costBasis: "1000000",
|
||||
currency: "RUB",
|
||||
partial: true,
|
||||
percent: "12.40",
|
||||
},
|
||||
{
|
||||
absolute: "-4.2",
|
||||
costBasis: "24.2",
|
||||
currency: "USD",
|
||||
partial: false,
|
||||
percent: "-3.05",
|
||||
},
|
||||
{
|
||||
absolute: "0",
|
||||
costBasis: "5",
|
||||
currency: "EUR",
|
||||
partial: false,
|
||||
percent: null,
|
||||
},
|
||||
],
|
||||
} satisfies PortfolioSummary;
|
||||
|
||||
expect(screen.getByRole("link", { name: /Основной/ })).toHaveAttribute(
|
||||
"href",
|
||||
"/accounts/account-1",
|
||||
);
|
||||
expect(screen.getAllByText("Брокерский счет")).toHaveLength(3);
|
||||
expect(screen.getByText("123 456 789 012 345 678 902,00 ₽"))
|
||||
.toBeInTheDocument();
|
||||
expect(screen.getByText("20,00 USD")).toBeInTheDocument();
|
||||
expect(screen.getByText("Еще 1 валюта")).toBeInTheDocument();
|
||||
expect(screen.getByText("Сводка временно недоступна")).toBeInTheDocument();
|
||||
expect(screen.getByText("Нет текущих сумм")).toBeInTheDocument();
|
||||
type BrokerageAccountCardInput = Parameters<typeof BrokerageAccountList>[0][
|
||||
"accounts"
|
||||
];
|
||||
|
||||
const available = within(screen.getByRole("link", { name: /Основной/ }));
|
||||
expect(available.getAllByRole("definition")[0]).toHaveTextContent("5");
|
||||
expect(available.getAllByRole("definition")[1]).toHaveTextContent("12");
|
||||
function account(
|
||||
id: string,
|
||||
name: string,
|
||||
summary: null | PortfolioSummary,
|
||||
): BrokerageAccount {
|
||||
return {
|
||||
id,
|
||||
name,
|
||||
openedOn: null,
|
||||
portfolioSummary: summary,
|
||||
type: "BROKERAGE",
|
||||
};
|
||||
}
|
||||
|
||||
const unvalued = within(screen.getByRole("link", { name: /Пустой/ }));
|
||||
expect(unvalued.getAllByRole("definition")[0]).toHaveTextContent("2");
|
||||
expect(unvalued.getAllByRole("definition")[1]).toHaveTextContent("0");
|
||||
|
||||
const duplicatedName = within(screen.getByRole("link", {
|
||||
name: /Сводка временно недоступна/,
|
||||
}));
|
||||
|
||||
expect(duplicatedName.getAllByText("Брокерский счет")).toHaveLength(1);
|
||||
expect(duplicatedName.queryByText("Акции")).not.toBeInTheDocument();
|
||||
});
|
||||
});
|
||||
|
||||
it("shows portfolio summary freshness independently for each account", () => {
|
||||
const accounts = brokerageAccountCards(
|
||||
["fresh", "stale"].map(
|
||||
|
||||
id =>
|
||||
({
|
||||
id,
|
||||
name: id,
|
||||
openedOn: null,
|
||||
portfolioSummary: {
|
||||
bondPositionCount: 0,
|
||||
stockPositionCount: 1,
|
||||
totalsByCurrency: [{ currency: "RUB", value: "10" }],
|
||||
},
|
||||
type: "BROKERAGE" as const,
|
||||
}),
|
||||
),
|
||||
[
|
||||
resource(null, { freshness: "fresh", resourceKey: "portfolio/fresh" })
|
||||
.meta,
|
||||
resource(null, { freshness: "stale", resourceKey: "portfolio/stale" })
|
||||
.meta,
|
||||
],
|
||||
);
|
||||
|
||||
render(
|
||||
function renderList(accounts: BrokerageAccountCardInput) {
|
||||
return render(
|
||||
<MantineProvider>
|
||||
<MemoryRouter>
|
||||
<BrokerageAccountList accounts={accounts} />
|
||||
</MemoryRouter>
|
||||
</MantineProvider>,
|
||||
);
|
||||
expect(
|
||||
within(screen.getByRole("link", { name: /stale/ })).getByText(
|
||||
"Данные требуют обновления",
|
||||
),
|
||||
).toBeVisible();
|
||||
expect(
|
||||
within(screen.getByRole("link", { name: /fresh/ })).queryByText(
|
||||
"Данные требуют обновления",
|
||||
),
|
||||
).not.toBeInTheDocument();
|
||||
}
|
||||
|
||||
describe("BrokerageAccountList", () => {
|
||||
it("renders returns, cash and structure with precise totals", () => {
|
||||
const nullReturnSummary: PortfolioSummary = {
|
||||
...portfolioSummary,
|
||||
cashBalances: [],
|
||||
structure: { currencies: [], unvaluedCategories: [] },
|
||||
totalsByCurrency: [{ currency: "EUR", value: "5" }],
|
||||
unrealizedReturnByCurrency: [{
|
||||
absolute: "0",
|
||||
costBasis: "5",
|
||||
currency: "EUR",
|
||||
partial: false,
|
||||
percent: null,
|
||||
}],
|
||||
};
|
||||
|
||||
renderList(brokerageAccountCards([
|
||||
account("account-1", "Основной", portfolioSummary),
|
||||
account("account-2", "Без доходности", nullReturnSummary),
|
||||
]));
|
||||
|
||||
const link = screen.getByRole("link", { name: /Основной/ });
|
||||
expect(link).toHaveAttribute("href", "/accounts/account-1");
|
||||
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("+136 900 ₽")).toBeInTheDocument();
|
||||
expect(within(link).getByText("−3,05 %")).toBeInTheDocument();
|
||||
expect(within(link).getByText("−4,2 USD")).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).getByText("17 позиций")).toBeInTheDocument();
|
||||
expect(screen.getByRole("img", {
|
||||
name: "Структура в RUB: Акции 50 %; Облигации 30 %; "
|
||||
+ "Другие активы 0 %; Свободные деньги 20 %",
|
||||
})).toBeInTheDocument();
|
||||
const stockLegend = within(link).getByText(/Акции 50 %/);
|
||||
expect(stockLegend).toHaveTextContent("● Акции 50 %");
|
||||
// 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(link).toHaveTextContent("По данным брокера");
|
||||
expect(link).toHaveTextContent("Структура RUB: Акции 100");
|
||||
});
|
||||
|
||||
it("preserves empty, unavailable and stale states", () => {
|
||||
const emptySummary: PortfolioSummary = {
|
||||
...portfolioSummary,
|
||||
cashBalances: [],
|
||||
structure: { currencies: [], unvaluedCategories: [] },
|
||||
totalPositionCount: 0,
|
||||
totalsByCurrency: [],
|
||||
unrealizedReturnByCurrency: [],
|
||||
};
|
||||
|
||||
const cards = brokerageAccountCards([
|
||||
account("empty", "Пустой", emptySummary),
|
||||
account("unavailable", "Недоступный", null),
|
||||
account("stale", "Устаревший", portfolioSummary),
|
||||
account("failed", "Ошибка обновления", null),
|
||||
], resource([], {
|
||||
dependencies: [{
|
||||
availability: "available",
|
||||
completeness: "complete",
|
||||
dataRevision: "stale-revision",
|
||||
freshness: "stale",
|
||||
lastAttempt: {
|
||||
finishedAt: null,
|
||||
problems: [],
|
||||
startedAt: null,
|
||||
state: "none",
|
||||
},
|
||||
lastSuccessfulAt: "2026-08-13T00:00:00Z",
|
||||
resourceKey: "portfolio/stale",
|
||||
}, {
|
||||
availability: "available",
|
||||
completeness: "complete",
|
||||
dataRevision: "failed-revision",
|
||||
freshness: "stale",
|
||||
lastAttempt: {
|
||||
finishedAt: "2026-08-14T00:01:00Z",
|
||||
problems: [],
|
||||
startedAt: "2026-08-14T00:00:00Z",
|
||||
state: "failed",
|
||||
},
|
||||
lastSuccessfulAt: "2026-08-13T00:00:00Z",
|
||||
resourceKey: "portfolio/failed",
|
||||
}],
|
||||
freshness: "stale",
|
||||
lastSuccessfulAt: "2026-08-14T00:00:00Z",
|
||||
}).meta.dependencies);
|
||||
|
||||
renderList(cards);
|
||||
|
||||
expect(screen.getByText("Нет текущих сумм")).toBeInTheDocument();
|
||||
expect(screen.getAllByText("Сводка временно недоступна"))
|
||||
.toHaveLength(2);
|
||||
const staleLink = screen.getByRole("link", { name: /Устаревший/ });
|
||||
expect(within(staleLink).getByText("Данные требуют обновления"))
|
||||
.toBeInTheDocument();
|
||||
expect(within(staleLink).getByText(/Данные на/)).toBeInTheDocument();
|
||||
const failedLink = screen.getByRole("link", { name: /Ошибка обновления/ });
|
||||
expect(within(failedLink).getByText(
|
||||
"Не удалось обновить данные. Показаны последние полученные.",
|
||||
)).toBeInTheDocument();
|
||||
});
|
||||
});
|
||||
|
||||
@@ -1,10 +1,10 @@
|
||||
import type { FC } from "react";
|
||||
import type { CSSProperties, FC } from "react";
|
||||
|
||||
import { Group, Stack, Text } from "@mantine/core";
|
||||
import { Badge, Group, Stack, Text, VisuallyHidden } from "@mantine/core";
|
||||
import { useTranslation } from "react-i18next";
|
||||
import { Link } from "react-router";
|
||||
|
||||
import { formatMoney } from "@/shared/lib";
|
||||
import { formatMoney, portfolioCategoryPresentation } from "@/shared/lib";
|
||||
import { SourceSyncStatus } from "@/shared/ui";
|
||||
|
||||
import type { BrokerageAccountCard } from "../../model/display";
|
||||
@@ -12,12 +12,176 @@ import type { BrokerageAccountCard } from "../../model/display";
|
||||
import { accountTypeKey } from "../../model/display";
|
||||
import classes from "./BrokerageAccountList.module.css";
|
||||
|
||||
const DECIMAL_PART_COUNT = 2;
|
||||
const STRUCTURE_CATEGORY_ORDER = ["STOCK", "BOND", "OTHER", "CASH"] as const;
|
||||
|
||||
type AvailableSummary = Extract<
|
||||
BrokerageAccountCard["summary"],
|
||||
{ state: "available" }
|
||||
>;
|
||||
|
||||
type BrokerageAccountListProps = { accounts: BrokerageAccountCard[] };
|
||||
|
||||
type BrokerageAccountSummaryProps = {
|
||||
summary: BrokerageAccountCard["summary"];
|
||||
};
|
||||
|
||||
type PortfolioSummary = AvailableSummary["portfolio"];
|
||||
|
||||
type ReturnValueProps = {
|
||||
item: PortfolioSummary["unrealizedReturnByCurrency"][number];
|
||||
};
|
||||
|
||||
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;
|
||||
|
||||
return value.startsWith("-") ? `−${formatted.slice(1)}` : `+${formatted}`;
|
||||
}
|
||||
|
||||
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(".", ",");
|
||||
}
|
||||
|
||||
function isZero(value: string) {
|
||||
const unsigned = value.startsWith("-") ? value.slice(1) : value;
|
||||
const [integer = "", fraction = ""] = unsigned.split(".", DECIMAL_PART_COUNT);
|
||||
|
||||
return integer.replaceAll("0", "") === ""
|
||||
&& fraction.replaceAll("0", "") === "";
|
||||
}
|
||||
|
||||
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);
|
||||
|
||||
let toneClass = classes.neutral;
|
||||
if (isNegative) toneClass = classes.negative;
|
||||
else if (isPositive) toneClass = classes.positive;
|
||||
|
||||
return (
|
||||
<Group className={classes.return} gap="xs" wrap="nowrap">
|
||||
<Text className={toneClass} fw={700} size="sm">
|
||||
{formatPercent(item.percent)}
|
||||
</Text>
|
||||
|
||||
<Text className={toneClass} size="sm">
|
||||
{formatMoney(
|
||||
{ currency: item.currency, value: item.absolute },
|
||||
{ withSign: true },
|
||||
)}
|
||||
</Text>
|
||||
|
||||
{item.partial && (
|
||||
<Text c="dimmed" size="xs">
|
||||
{t("accounts.partial")}
|
||||
</Text>
|
||||
)}
|
||||
</Group>
|
||||
);
|
||||
};
|
||||
|
||||
type StructureBarProps = { item: StructureCurrency };
|
||||
|
||||
const StructureBar: FC<StructureBarProps> = (props) => {
|
||||
const { t } = useTranslation();
|
||||
|
||||
const categories = STRUCTURE_CATEGORY_ORDER.flatMap((type) => {
|
||||
const category = props.item.categories.find(item => item.type === type);
|
||||
|
||||
return category ? [category] : [];
|
||||
});
|
||||
|
||||
const description = categories.map((category) => {
|
||||
const label = t(portfolioCategoryPresentation[category.type].label);
|
||||
|
||||
const percent = category.sharePercent === null
|
||||
? null
|
||||
: formatStructurePercent(category.sharePercent);
|
||||
|
||||
return percent === null
|
||||
? t("accounts.structure.incomplete", { category: label })
|
||||
: t("accounts.structure.category", { category: label, percent });
|
||||
}).join("; ");
|
||||
|
||||
const label = t("accounts.structure.label", {
|
||||
currency: props.item.currency,
|
||||
value: description,
|
||||
});
|
||||
|
||||
const legendCategories = categories.filter(category =>
|
||||
category.sharePercent === null || !isZero(category.sharePercent));
|
||||
|
||||
return (
|
||||
<Stack gap={4}>
|
||||
<div
|
||||
aria-label={label}
|
||||
className={classes.structureBar}
|
||||
role="img"
|
||||
title={label}
|
||||
>
|
||||
{categories.map((category) => {
|
||||
const presentation = portfolioCategoryPresentation[category.type];
|
||||
|
||||
const style = {
|
||||
"--category-color": `var(--mantine-color-${presentation.color.replace(".", "-")})`,
|
||||
"width": `${category.sharePercent ?? 0}%`,
|
||||
} as CSSProperties;
|
||||
|
||||
return (
|
||||
<div
|
||||
aria-hidden
|
||||
className={classes.structureSection}
|
||||
key={category.type}
|
||||
style={style}
|
||||
/>
|
||||
);
|
||||
})}
|
||||
</div>
|
||||
|
||||
<Group aria-hidden gap="xs" wrap="wrap">
|
||||
{legendCategories.map((category) => {
|
||||
const presentation = portfolioCategoryPresentation[category.type];
|
||||
const categoryLabel = t(presentation.label);
|
||||
|
||||
const text = category.sharePercent === null
|
||||
? categoryLabel
|
||||
: t("accounts.structure.category", {
|
||||
category: categoryLabel,
|
||||
percent: formatStructurePercent(category.sharePercent),
|
||||
});
|
||||
|
||||
return (
|
||||
<Text c="dimmed" key={category.type} size="xs">
|
||||
<Text c={presentation.color} component="span">●</Text>
|
||||
{" "}
|
||||
{text}
|
||||
</Text>
|
||||
);
|
||||
})}
|
||||
</Group>
|
||||
</Stack>
|
||||
);
|
||||
};
|
||||
|
||||
const BrokerageAccountSummary: FC<BrokerageAccountSummaryProps> = (props) => {
|
||||
const { summary } = props;
|
||||
const { t } = useTranslation();
|
||||
@@ -35,19 +199,51 @@ const BrokerageAccountSummary: FC<BrokerageAccountSummaryProps> = (props) => {
|
||||
);
|
||||
|
||||
return (
|
||||
<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.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>
|
||||
))}
|
||||
|
||||
{!!summary.remainingCurrencyCount && (
|
||||
<Text c="dimmed" size="sm">
|
||||
{t("accounts.remainingCurrencies", {
|
||||
count: summary.remainingCurrencyCount,
|
||||
{!!summary.remainingCurrencyCount && (
|
||||
<Text c="dimmed" size="sm">
|
||||
{t("accounts.remainingCurrencies", {
|
||||
count: summary.remainingCurrencyCount,
|
||||
})}
|
||||
</Text>
|
||||
)}
|
||||
</Stack>
|
||||
|
||||
<Stack gap={4}>
|
||||
{summary.totals.map((total) => {
|
||||
const item = summary.portfolio.unrealizedReturnByCurrency.find(
|
||||
returnItem => returnItem.currency === total.currency,
|
||||
);
|
||||
|
||||
return item
|
||||
? <ReturnValue item={item} key={total.currency} />
|
||||
: null;
|
||||
})}
|
||||
</Text>
|
||||
</Stack>
|
||||
</Group>
|
||||
|
||||
{summary.portfolio.cashBalances.length > 0 && (
|
||||
<Group className={classes.cash} gap="xs" justify="flex-end">
|
||||
<Text c="dimmed" size="xs">
|
||||
{t("accounts.cash")}
|
||||
</Text>
|
||||
|
||||
<Stack gap={0}>
|
||||
{summary.portfolio.cashBalances.map(cash => (
|
||||
<Text className={classes.cashValue} key={cash.currency} size="sm">
|
||||
{formatMoney(cash, { withRoundedCents: true })}
|
||||
</Text>
|
||||
))}
|
||||
</Stack>
|
||||
</Group>
|
||||
)}
|
||||
</Stack>
|
||||
);
|
||||
@@ -60,13 +256,13 @@ type BrokerageAccountSourceStatusProps = {
|
||||
const BrokerageAccountSourceStatus: FC<BrokerageAccountSourceStatusProps> = (
|
||||
props,
|
||||
) => {
|
||||
const { source } = props;
|
||||
const { t } = useTranslation();
|
||||
|
||||
const { source } = props;
|
||||
const isSyncing = source?.lastAttempt.state === "running";
|
||||
|
||||
const errorText
|
||||
= source?.lastAttempt.state === "failed" ? t("accounts.refreshError") : null;
|
||||
const errorText = source?.lastAttempt.state === "failed"
|
||||
? t("accounts.refreshError")
|
||||
: null;
|
||||
|
||||
return (
|
||||
<>
|
||||
@@ -86,80 +282,110 @@ const BrokerageAccountSourceStatus: FC<BrokerageAccountSourceStatusProps> = (
|
||||
);
|
||||
};
|
||||
|
||||
type AccountDescriptionProps = {
|
||||
account: BrokerageAccountCard;
|
||||
};
|
||||
|
||||
const AccountDescription: FC<AccountDescriptionProps> = (props) => {
|
||||
const { t } = useTranslation();
|
||||
const { account, summary } = props.account;
|
||||
if (summary.state !== "available") return null;
|
||||
|
||||
const returns = summary.portfolio.unrealizedReturnByCurrency.map(item =>
|
||||
t("accounts.description.return", {
|
||||
absolute: formatMoney(
|
||||
{ currency: item.currency, value: item.absolute },
|
||||
{ withSign: true },
|
||||
),
|
||||
currency: item.currency,
|
||||
percent: formatPercent(item.percent),
|
||||
}),
|
||||
);
|
||||
|
||||
const structures = summary.portfolio.structure.currencies.map((item) => {
|
||||
const categories = item.categories.map(category =>
|
||||
t("accounts.description.structureCategory", {
|
||||
category: t(portfolioCategoryPresentation[category.type].label),
|
||||
value: formatMoney(
|
||||
{ currency: item.currency, value: category.value },
|
||||
{ withRoundedCents: true },
|
||||
),
|
||||
}),
|
||||
).join(", ");
|
||||
|
||||
return t("accounts.description.structure", {
|
||||
currency: item.currency,
|
||||
value: categories,
|
||||
});
|
||||
});
|
||||
|
||||
const hasPartialReturn = summary.portfolio.unrealizedReturnByCurrency.some(
|
||||
item => item.partial,
|
||||
);
|
||||
|
||||
const details = [...returns, ...structures].join(". ");
|
||||
|
||||
return (
|
||||
<VisuallyHidden>
|
||||
{t("accounts.description.start", {
|
||||
name: account.name,
|
||||
type: t(accountTypeKey(account.type)),
|
||||
})}
|
||||
{t("accounts.description.currentValue", {
|
||||
value: summary.portfolio.totalsByCurrency
|
||||
.map(total => formatMoney(total)).join(", "),
|
||||
})}
|
||||
{details ? `${details}. ` : ""}
|
||||
{hasPartialReturn ? t("accounts.brokerDescription") : ""}
|
||||
</VisuallyHidden>
|
||||
);
|
||||
};
|
||||
|
||||
const BrokerageAccountList: FC<BrokerageAccountListProps> = (props) => {
|
||||
const { accounts } = props;
|
||||
const { t } = useTranslation();
|
||||
|
||||
return (
|
||||
<Stack className={classes.list} component="ul" gap="sm">
|
||||
{accounts.map(({ account, positionCounts, source, summary }) => {
|
||||
const accountType = t(accountTypeKey(account.type));
|
||||
<ul className={classes.list}>
|
||||
{props.accounts.map(({ account, positionCounts, source, summary }) => (
|
||||
<li key={account.id}>
|
||||
<Link className={classes.row} to={`/accounts/${account.id}`}>
|
||||
<Group className={classes.identity} wrap="nowrap">
|
||||
<h2 className={classes.name}>{account.name}</h2>
|
||||
|
||||
return (
|
||||
<li key={account.id}>
|
||||
<Link className={classes.row} to={`/accounts/${account.id}`}>
|
||||
<Stack className={classes.identity} gap={2}>
|
||||
<Text className={classes.name} component="h2" fw={600}>
|
||||
{account.name}
|
||||
</Text>
|
||||
<Badge className={classes.accountType} variant="light">
|
||||
{t(accountTypeKey(account.type))}
|
||||
</Badge>
|
||||
</Group>
|
||||
|
||||
{account.name !== accountType && (
|
||||
<Text className={classes.accountType} size="xs">
|
||||
{accountType}
|
||||
</Text>
|
||||
)}
|
||||
</Stack>
|
||||
<BrokerageAccountSummary summary={summary} />
|
||||
|
||||
<Stack className={classes.balance} gap={2}>
|
||||
<Stack className={classes.details} gap={2}>
|
||||
{positionCounts && (
|
||||
<Text c="dimmed" size="xs">
|
||||
{t("accounts.currentValue")}
|
||||
{t("accounts.positions", {
|
||||
count: positionCounts.total,
|
||||
})}
|
||||
</Text>
|
||||
)}
|
||||
|
||||
<BrokerageAccountSummary summary={summary} />
|
||||
<BrokerageAccountSourceStatus source={source} />
|
||||
</Stack>
|
||||
|
||||
{summary.state === "available" && (
|
||||
<Stack className={classes.structure} gap={4}>
|
||||
{summary.portfolio.structure.currencies.map(item => (
|
||||
<StructureBar item={item} key={item.currency} />
|
||||
))}
|
||||
</Stack>
|
||||
)}
|
||||
|
||||
<Group className={classes.details} gap="md">
|
||||
{!!positionCounts && (
|
||||
<Group
|
||||
className={classes.positions}
|
||||
component="dl"
|
||||
gap="md"
|
||||
>
|
||||
<div>
|
||||
<Text c="dimmed" component="dt" size="sm">
|
||||
{t("accounts.stocks")}
|
||||
</Text>
|
||||
|
||||
<Text component="dd" fw={600} size="sm">
|
||||
{new Intl.NumberFormat("ru-RU").format(
|
||||
positionCounts.stocks,
|
||||
)}
|
||||
</Text>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<Text c="dimmed" component="dt" size="sm">
|
||||
{t("accounts.bonds")}
|
||||
</Text>
|
||||
|
||||
<Text component="dd" fw={600} size="sm">
|
||||
{new Intl.NumberFormat("ru-RU").format(
|
||||
positionCounts.bonds,
|
||||
)}
|
||||
</Text>
|
||||
</div>
|
||||
</Group>
|
||||
)}
|
||||
|
||||
<Stack className={classes.status} gap={2}>
|
||||
<BrokerageAccountSourceStatus source={source} />
|
||||
</Stack>
|
||||
</Group>
|
||||
</Link>
|
||||
</li>
|
||||
);
|
||||
})}
|
||||
</Stack>
|
||||
<AccountDescription
|
||||
account={{ account, positionCounts, source, summary }}
|
||||
/>
|
||||
</Link>
|
||||
</li>
|
||||
))}
|
||||
</ul>
|
||||
);
|
||||
};
|
||||
|
||||
|
||||
@@ -31,6 +31,19 @@ function configureTestAuth() {
|
||||
});
|
||||
}
|
||||
|
||||
function portfolioSummary(totals: { currency: string; value: string }[]) {
|
||||
return {
|
||||
bondPositionCount: 1,
|
||||
cashBalances: [],
|
||||
fundPositionCount: 0,
|
||||
stockPositionCount: 0,
|
||||
structure: { currencies: [], unvaluedCategories: [] },
|
||||
totalPositionCount: 1,
|
||||
totalsByCurrency: totals,
|
||||
unrealizedReturnByCurrency: [],
|
||||
};
|
||||
}
|
||||
|
||||
function renderPage(queryClient: QueryClient) {
|
||||
configureTestAuth();
|
||||
|
||||
@@ -46,6 +59,65 @@ function renderPage(queryClient: QueryClient) {
|
||||
}
|
||||
|
||||
describe("AccountsPage", () => {
|
||||
it("summarizes currencies separately and reports excluded accounts", async () => {
|
||||
server.use(http.get("*/api/v1/brokerage-accounts", () =>
|
||||
HttpResponse.json(resource([
|
||||
{
|
||||
...account,
|
||||
portfolioSummary: portfolioSummary([
|
||||
{ currency: "RUB", value: "100.10" },
|
||||
{ currency: "USD", value: "20" },
|
||||
]),
|
||||
},
|
||||
{
|
||||
...account,
|
||||
id: "account-2",
|
||||
name: "Второй",
|
||||
portfolioSummary: portfolioSummary([
|
||||
{ currency: "RUB", value: "50.20" },
|
||||
]),
|
||||
},
|
||||
{
|
||||
...account,
|
||||
id: "account-3",
|
||||
name: "Без сводки",
|
||||
portfolioSummary: null,
|
||||
},
|
||||
{
|
||||
...account,
|
||||
id: "account-4",
|
||||
name: "Только деньги",
|
||||
portfolioSummary: {
|
||||
...portfolioSummary([{ currency: "RUB", value: "25" }]),
|
||||
bondPositionCount: 0,
|
||||
cashBalances: [{ currency: "RUB", value: "25" }],
|
||||
totalPositionCount: 0,
|
||||
},
|
||||
},
|
||||
{
|
||||
...account,
|
||||
id: "account-5",
|
||||
name: "Без сумм",
|
||||
portfolioSummary: {
|
||||
...portfolioSummary([]),
|
||||
totalPositionCount: 0,
|
||||
},
|
||||
},
|
||||
])),
|
||||
));
|
||||
const client = createTestQueryClient();
|
||||
|
||||
renderPage(client);
|
||||
|
||||
expect(await screen.findByText("175,30 ₽")).toBeInTheDocument();
|
||||
expect(screen.getAllByText("20,00 USD")).not.toHaveLength(0);
|
||||
expect(screen.getByText("5 счетов")).toBeInTheDocument();
|
||||
expect(screen.getByText("Нет текущих сумм")).toBeInTheDocument();
|
||||
expect(screen.getByText(
|
||||
"Ещё 1 счёт не включён: нет актуального портфеля",
|
||||
)).toBeInTheDocument();
|
||||
});
|
||||
|
||||
it("loads accounts after retrying an initial HTTP failure", async () => {
|
||||
const modes: (null | string)[] = [];
|
||||
server.use(
|
||||
|
||||
@@ -1,6 +1,6 @@
|
||||
import type { FC } from "react";
|
||||
|
||||
import { Button, Stack, Text, Title } from "@mantine/core";
|
||||
import { Button, SimpleGrid, Stack, Text, Title } from "@mantine/core";
|
||||
import { useTranslation } from "react-i18next";
|
||||
import { Link } from "react-router";
|
||||
|
||||
@@ -10,15 +10,82 @@ import {
|
||||
type BrokerageAccountCard,
|
||||
BrokerageAccountList,
|
||||
} from "@/entities/brokerage-account";
|
||||
import { formatMoney } from "@/shared/lib";
|
||||
import { SourceSyncStatus } from "@/shared/ui";
|
||||
|
||||
const DECIMAL_BASE = 10n;
|
||||
const DECIMAL_PART_COUNT = 2;
|
||||
const ZERO = 0n;
|
||||
|
||||
type AccountsPageLoadedProps = {
|
||||
accounts: BrokerageAccountCard[];
|
||||
meta: InvestmentResourceMeta;
|
||||
};
|
||||
|
||||
type Money = { currency: string; value: string };
|
||||
|
||||
function accountTotals(accounts: BrokerageAccountCard[]) {
|
||||
const values = new Map<string, string[]>();
|
||||
let excludedCount = 0;
|
||||
|
||||
for (const { summary } of accounts) {
|
||||
if (summary.state === "empty") continue;
|
||||
|
||||
if (summary.state === "unavailable") {
|
||||
excludedCount += 1;
|
||||
continue;
|
||||
}
|
||||
|
||||
for (const total of summary.portfolio.totalsByCurrency) {
|
||||
values.set(total.currency, [
|
||||
...values.get(total.currency) ?? [],
|
||||
total.value,
|
||||
]);
|
||||
}
|
||||
}
|
||||
|
||||
const totals: Money[] = Array.from(values, ([currency, amounts]) => ({
|
||||
currency,
|
||||
value: sumDecimals(amounts),
|
||||
}));
|
||||
|
||||
return { excludedCount, totals };
|
||||
}
|
||||
|
||||
function sumDecimals(values: string[]) {
|
||||
const scale = Math.max(
|
||||
0,
|
||||
...values.map(value =>
|
||||
value.split(".", DECIMAL_PART_COUNT)[1]?.length ?? 0),
|
||||
);
|
||||
|
||||
const factor = DECIMAL_BASE ** BigInt(scale);
|
||||
let sum = ZERO;
|
||||
|
||||
for (const value of values) {
|
||||
const isNegative = value.startsWith("-");
|
||||
|
||||
const [integer = "0", fraction = ""] = (isNegative
|
||||
? value.slice(1)
|
||||
: value).split(".", DECIMAL_PART_COUNT);
|
||||
|
||||
const units = BigInt(integer) * factor
|
||||
+ BigInt(fraction.padEnd(scale, "0") || "0");
|
||||
|
||||
sum += isNegative ? -units : units;
|
||||
}
|
||||
|
||||
const isNegative = sum < ZERO;
|
||||
const digits = (isNegative ? -sum : sum).toString().padStart(scale + 1, "0");
|
||||
const integer = scale ? digits.slice(0, -scale) : digits;
|
||||
const fraction = scale ? `.${digits.slice(-scale)}` : "";
|
||||
|
||||
return `${isNegative ? "-" : ""}${integer}${fraction}`;
|
||||
}
|
||||
|
||||
const AccountsPageLoaded: FC<AccountsPageLoadedProps> = (props) => {
|
||||
const { t } = useTranslation();
|
||||
const { excludedCount, totals } = accountTotals(props.accounts);
|
||||
|
||||
return (
|
||||
<Stack gap="lg">
|
||||
@@ -28,6 +95,37 @@ const AccountsPageLoaded: FC<AccountsPageLoadedProps> = (props) => {
|
||||
<Text c="dimmed" size="sm">
|
||||
{t("accounts.subtitle")}
|
||||
</Text>
|
||||
</Stack>
|
||||
|
||||
<Stack gap="xs">
|
||||
<SimpleGrid cols={{ base: 1, xs: 2 }} spacing="xs">
|
||||
<Stack gap={4}>
|
||||
<Text c="dimmed" size="sm">
|
||||
{t("accounts.currentValue")}
|
||||
</Text>
|
||||
|
||||
{totals.length > 0
|
||||
? totals.map(total => (
|
||||
<Text fw={700} key={total.currency} size="lg">
|
||||
{formatMoney(total, { withRoundedCents: true })}
|
||||
</Text>
|
||||
))
|
||||
: <Text c="dimmed">{t("accounts.summaryNoTotals")}</Text>}
|
||||
</Stack>
|
||||
|
||||
<Stack gap={4}>
|
||||
<Text fw={600}>{t("accounts.count", {
|
||||
count: props.accounts.length,
|
||||
})}
|
||||
</Text>
|
||||
|
||||
{excludedCount > 0 && (
|
||||
<Text c="dimmed" size="sm">
|
||||
{t("accounts.summaryExcluded", { count: excludedCount })}
|
||||
</Text>
|
||||
)}
|
||||
</Stack>
|
||||
</SimpleGrid>
|
||||
|
||||
<SourceSyncStatus
|
||||
lastAttempt={props.meta.lastAttempt}
|
||||
|
||||
@@ -5,7 +5,20 @@ const ru = {
|
||||
all: "Все счета",
|
||||
allDescription: "Портфель по всем доступным инвестиционным счетам",
|
||||
bonds: "Облигации",
|
||||
brokerDescription: "По данным брокера",
|
||||
cash: "Деньги на счёте",
|
||||
count_few: "{{count}} счёта",
|
||||
count_many: "{{count}} счетов",
|
||||
count_one: "{{count}} счёт",
|
||||
count_other: "{{count}} счёта",
|
||||
currentValue: "Текущая стоимость",
|
||||
description: {
|
||||
currentValue: "Текущая стоимость: {{value}}. ",
|
||||
return: "Доходность {{currency}}: {{percent}}, {{absolute}}",
|
||||
start: "Счёт {{name}}, {{type}}. ",
|
||||
structure: "Структура {{currency}}: {{value}}",
|
||||
structureCategory: "{{category}} {{value}}",
|
||||
},
|
||||
emptyText:
|
||||
"Откройте инвестиционный счет в T-Bank, чтобы он появился здесь.",
|
||||
emptyTitle: "Нет инвестиционных счетов",
|
||||
@@ -18,6 +31,11 @@ const ru = {
|
||||
openAll: "Портфель по всем счетам",
|
||||
openedOn: "Открыт {{date}}",
|
||||
openSettings: "Открыть настройки T-Bank",
|
||||
partial: "частично",
|
||||
positions_few: "{{count}} позиции",
|
||||
positions_many: "{{count}} позиций",
|
||||
positions_one: "{{count}} позиция",
|
||||
positions_other: "{{count}} позиции",
|
||||
refreshError:
|
||||
"Не удалось обновить данные. Показаны последние полученные.",
|
||||
refreshing: "Обновляем данные",
|
||||
@@ -28,8 +46,22 @@ const ru = {
|
||||
retry: "Повторить",
|
||||
scope: "Счёт",
|
||||
stocks: "Акции",
|
||||
structure: {
|
||||
category: "{{category}} {{percent}} %",
|
||||
incomplete: "{{category}}: доля неизвестна",
|
||||
label: "Структура в {{currency}}: {{value}}",
|
||||
},
|
||||
subtitle: "Ваши инвестиции по счетам",
|
||||
summaryEmpty: "Нет текущих сумм",
|
||||
summaryExcluded_few:
|
||||
"Ещё {{count}} счёта не включены: нет актуального портфеля",
|
||||
summaryExcluded_many:
|
||||
"Ещё {{count}} счетов не включены: нет актуального портфеля",
|
||||
summaryExcluded_one:
|
||||
"Ещё {{count}} счёт не включён: нет актуального портфеля",
|
||||
summaryExcluded_other:
|
||||
"Ещё {{count}} счёта не включены: нет актуального портфеля",
|
||||
summaryNoTotals: "Нет данных для сводки",
|
||||
summaryUnavailable: "Сводка временно недоступна",
|
||||
title: "Счета",
|
||||
types: {
|
||||
|
||||
@@ -42,6 +42,18 @@ describe("shared display helpers", () => {
|
||||
formatMoney({ currency: "RUB", value: "1.5" }, { withZeroCents: true }),
|
||||
).toBe("1,50 ₽");
|
||||
expect(formatMoney(null)).toBe("—");
|
||||
expect(formatMoney(
|
||||
{ currency: "RUB", value: "136900" },
|
||||
{ withSign: true },
|
||||
)).toBe("+136 900 ₽");
|
||||
expect(formatMoney(
|
||||
{ currency: "RUB", value: "-4200" },
|
||||
{ withSign: true },
|
||||
)).toBe("−4 200 ₽");
|
||||
expect(formatMoney(
|
||||
{ currency: "RUB", value: "-0.00" },
|
||||
{ withSign: true },
|
||||
)).toBe("0,00 ₽");
|
||||
});
|
||||
|
||||
it("builds the brand logo url from an upstream file name", () => {
|
||||
|
||||
@@ -3,9 +3,17 @@ const CENTS_PRECISION = 2;
|
||||
|
||||
type FormatMoneyOptions = {
|
||||
withRoundedCents?: boolean;
|
||||
withSign?: boolean;
|
||||
withZeroCents?: boolean;
|
||||
};
|
||||
|
||||
const portfolioCategoryPresentation = {
|
||||
BOND: { color: "grape.6", label: "portfolio.bonds" },
|
||||
CASH: { color: "green.6", label: "portfolio.structure.cash" },
|
||||
OTHER: { color: "orange.6", label: "portfolio.structure.other" },
|
||||
STOCK: { color: "blue.6", label: "portfolio.stocks" },
|
||||
} as const;
|
||||
|
||||
type Money = { currency: string; value: string };
|
||||
|
||||
const dateFormatter = new Intl.DateTimeFormat("ru-RU", {
|
||||
@@ -40,7 +48,11 @@ function formatMoney(
|
||||
money: Money
|
||||
| null
|
||||
| undefined,
|
||||
{ withRoundedCents = false, withZeroCents = false }: FormatMoneyOptions = {},
|
||||
{
|
||||
withRoundedCents = false,
|
||||
withSign = false,
|
||||
withZeroCents = false,
|
||||
}: FormatMoneyOptions = {},
|
||||
): string {
|
||||
if (!money) return "—";
|
||||
|
||||
@@ -62,8 +74,25 @@ function formatMoney(
|
||||
: integerPart;
|
||||
|
||||
const currency = money.currency === "RUB" ? "₽" : money.currency;
|
||||
const formatted = `${formatDecimal(decimal)} ${currency}`;
|
||||
|
||||
return `${formatDecimal(decimal)} ${currency}`;
|
||||
if (!withSign) return formatted;
|
||||
if (isZeroDecimal(value))
|
||||
return value.startsWith("-") ? formatted.slice(1) : formatted;
|
||||
|
||||
return value.startsWith("-") ? `−${formatted.slice(1)}` : `+${formatted}`;
|
||||
}
|
||||
|
||||
function isZeroDecimal(value: string) {
|
||||
const unsigned = value.startsWith("-") ? value.slice(1) : value;
|
||||
|
||||
const [integer = "", fraction = ""] = unsigned.split(
|
||||
".",
|
||||
DECIMAL_PART_COUNT,
|
||||
);
|
||||
|
||||
return integer.replaceAll("0", "") === ""
|
||||
&& fraction.replaceAll("0", "") === "";
|
||||
}
|
||||
|
||||
function roundDecimalToCents(value: string): string {
|
||||
@@ -116,4 +145,5 @@ export {
|
||||
formatMoney,
|
||||
formatSnapshotTime,
|
||||
instrumentLogoUrl,
|
||||
portfolioCategoryPresentation,
|
||||
};
|
||||
|
||||
@@ -7,6 +7,7 @@ export {
|
||||
formatMoney,
|
||||
formatSnapshotTime,
|
||||
instrumentLogoUrl,
|
||||
portfolioCategoryPresentation,
|
||||
} from "./display";
|
||||
export { useInitialAvailability } from "./initial-availability";
|
||||
export { useUrlPeriod } from "./useUrlPeriod";
|
||||
|
||||
@@ -5,20 +5,13 @@ import { useTranslation } from "react-i18next";
|
||||
|
||||
import type { Portfolio } from "@/entities/portfolio";
|
||||
|
||||
import { formatMoney } from "@/shared/lib";
|
||||
import { formatMoney, portfolioCategoryPresentation } from "@/shared/lib";
|
||||
|
||||
const MIN_VISIBLE_SHARE_PERCENT = 0.01;
|
||||
|
||||
// A cached snapshot or an older running server can predate this response field.
|
||||
type PortfolioStructureProps = { structure?: null | Portfolio["structure"] };
|
||||
|
||||
const categoryPresentation = {
|
||||
BOND: { color: "grape.6", label: "portfolio.bonds" },
|
||||
CASH: { color: "green.6", label: "portfolio.structure.cash" },
|
||||
OTHER: { color: "orange.6", label: "portfolio.structure.other" },
|
||||
STOCK: { color: "blue.6", label: "portfolio.stocks" },
|
||||
} as const;
|
||||
|
||||
const usePortfolioStructureVm = (props: PortfolioStructureProps) => {
|
||||
const { structure } = props;
|
||||
const { t } = useTranslation();
|
||||
@@ -45,7 +38,7 @@ const usePortfolioStructureVm = (props: PortfolioStructureProps) => {
|
||||
unvalued:
|
||||
structure?.unvaluedCategories.map(category =>
|
||||
t("portfolio.structure.unvaluedCategory", {
|
||||
category: t(categoryPresentation[category.type].label),
|
||||
category: t(portfolioCategoryPresentation[category.type].label),
|
||||
count: category.count,
|
||||
}),
|
||||
) ?? [],
|
||||
@@ -61,7 +54,7 @@ function portfolioRows(
|
||||
if (!selected) return [];
|
||||
|
||||
return selected.categories.map((category) => {
|
||||
const presentation = categoryPresentation[category.type];
|
||||
const presentation = portfolioCategoryPresentation[category.type];
|
||||
|
||||
const percentage
|
||||
= category.sharePercent === null
|
||||
|
||||
Reference in New Issue
Block a user