feat: unify income payment cards and remove comparisons (WealthLedger/main#33) (#74)
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feat: unify income payment cards and remove comparisons (WealthLedger/main#33)
This commit was merged in pull request #74.
This commit is contained in:
2026-10-13 18:17:35 +03:00
parent b357743c10
commit 43b0f5574a
27 changed files with 474 additions and 1092 deletions
+14 -157
View File
@@ -2,168 +2,25 @@ import { describe, expect, it } from "vitest";
import type { IncomeAnalytics } from "@/entities/income";
import { resource } from "@/test/resource";
import { toIncomeDisplayModel } from "./display";
const analytics: IncomeAnalytics = {
accountId: "account-1",
bucketGranularity: "day",
buckets: [],
calculatedAt: "2026-08-27T00:00:00Z",
entries: [],
instruments: [],
period: { from: "2026-08-01", to: "2026-08-27" },
previous: {
period: { from: "2026-07-01", to: "2026-07-31" },
totalsByCurrency: [comparison("RUB")],
},
totalsByCurrency: [],
yearComparison: null,
};
describe("income payments display", () => {
it("keeps repeated IDs, order and logo revisions without reconstructing financial data", () => {
const payment = {
id: "same",
instrumentKey: "bond:RUB",
logoName: null,
} as IncomeAnalytics["entries"][number];
function comparison(currency: string) {
return {
compared: summary(currency, "1", "0"),
currency,
difference: summary(currency, "9", "2"),
selected: summary(currency, "10", "2"),
};
}
const analytics = {
entries: [payment, payment, { ...payment, logoName: "bond.png" }],
} as IncomeAnalytics;
function money(currency: string, value: string) {
return { currency, value };
}
const display = toIncomeDisplayModel(analytics);
function summary(currency: string, coupon: string, dividend: string) {
return {
coupon: money(currency, coupon),
currency,
dividend: money(currency, dividend),
total: money(currency, String(Number(coupon) + Number(dividend))),
};
}
describe("income comparison display", () => {
it.each([
["25", "100", "+25 %"],
["-25", "100", "-25 %"],
["0", "100", "0 %"],
["-0.000", "100", "0 %"],
["0.0001", "100", "0 %"],
["1", "3", "+33,3 %"],
["0.01", "0.04", "+25 %"],
["123456789012345678.123456789", "123456789012345678.123456789", "+100 %"],
[
"10",
"0",
null,
],
[
"0",
"0",
null,
],
[
"10",
"-0.00",
null,
],
[
"10",
"-100",
null,
],
[
"9".repeat(400),
"1",
null,
],
[
"1",
"9".repeat(400),
null,
],
])("formats change %s against base %s", (difference, base, expected) => {
const value = comparison("RUB");
value.difference.coupon = money("RUB", difference);
value.compared.coupon = money("RUB", base);
const display = toIncomeDisplayModel({
...analytics,
yearComparison: {
period: { from: "2025-08-01", to: "2025-08-27" },
totalsByCurrency: [value],
},
});
const result = display?.comparison?.values[0];
expect(
result?.percentages.coupon?.replaceAll("\u{A0}", " ")
?? null,
).toBe(expected);
expect(result?.difference.coupon.value).toBe(difference);
expect(result?.compared.coupon.value).toBe(base);
});
it("formats calendar ranges across years and preserves separate currencies", () => {
const display = toIncomeDisplayModel({
...analytics,
period: { from: "2025-12-01", to: "2026-01-09" },
yearComparison: {
period: { from: "2024-12-01", to: "2025-01-09" },
totalsByCurrency: [comparison("RUB"), comparison("USD")],
},
});
expect(display?.comparison?.selectedPeriod.replaceAll(/\s/g, " ")).toBe(
"01.12.2025 – 09.01.2026",
expect(display.entries.map(({ operation }) => operation)).toEqual(
analytics.entries,
);
expect(display?.comparison?.comparedPeriod.replaceAll(/\s/g, " ")).toBe(
"01.12.2024 – 09.01.2025",
);
expect(display?.comparison?.values.map(value => value.currency)).toEqual([
"RUB",
"USD",
]);
expect(new Set(display.entries.map(({ key }) => key)).size).toBe(3);
});
});
it("maps comparison notices by role regardless of dependency order or resource key", () => {
const selected = { ...resource(analytics).meta, role: "selected" as const };
const previous
= {
...resource(null).meta,
lastAttempt: {
finishedAt: "2026-08-14T00:01:00Z",
problems: [],
startedAt: "2026-08-14T00:00:00Z",
state: "failed" as const,
},
resourceKey: "opaque/year-looking-key",
role: "previous" as const,
};
const year = {
...resource(null).meta,
resourceKey: "opaque/previous-looking-key",
role: "year" as const,
unavailableReason: "CALENDAR_OR_ACCOUNT_HISTORY",
};
for (const dependencies of [
[selected, previous, year],
[year, selected, previous],
]) {
const display = toIncomeDisplayModel(analytics, {
...resource(analytics).meta,
dependencies,
});
expect(display?.previousNotice).toBe("comparisonFailed");
expect(display?.yearNotice).toBe("yearUnavailable");
expect(display?.previousComparison).not.toBeNull();
}
});
+2 -103
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@@ -1,102 +1,11 @@
import type { IncomeAnalytics, IncomeAnalyticsMeta } from "@/entities/income";
import { formatDate } from "@/shared/lib";
import type { IncomePeriod } from "./period";
type ComparisonNotice
= | "comparisonFailed"
| "comparisonPending"
| "previousUnavailable"
| "yearUnavailable";
import type { IncomeAnalytics } from "@/entities/income";
type IncomeDisplayModel = {
comparison: null
| {
comparedPeriod: string;
selectedPeriod: string;
values: (NonNullable<
IncomeAnalytics["yearComparison"]
>["totalsByCurrency"][number] & {
percentages: Record<"coupon"
| "dividend"
| "total", null | string>;
})[];
};
entries: { key: string; operation: IncomeAnalytics["entries"][number] }[];
previousComparison: IncomeDisplayModel["comparison"];
previousNotice: ComparisonNotice;
yearNotice: ComparisonNotice;
};
function comparisonDisplay(
period: IncomePeriod,
comparison: IncomeAnalytics["yearComparison"],
): IncomeDisplayModel["comparison"] {
if (!comparison)
return null;
return {
comparedPeriod: formatComparisonPeriod(comparison.period),
selectedPeriod: formatComparisonPeriod(period),
values: comparison.totalsByCurrency.map(value => ({
...value,
percentages: {
coupon: formatIncomeChange(
value.difference.coupon.value,
value.compared.coupon.value,
),
dividend: formatIncomeChange(
value.difference.dividend.value,
value.compared.dividend.value,
),
total: formatIncomeChange(
value.difference.total.value,
value.compared.total.value,
),
},
})),
};
}
function comparisonNotice(
dependency:
IncomeAnalyticsMeta["dependencies"][number] | undefined,
unavailable: "previousUnavailable" | "yearUnavailable",
): ComparisonNotice {
if (!dependency || dependency.unavailableReason) return unavailable;
return dependency.lastAttempt.state === "failed"
? "comparisonFailed"
: "comparisonPending";
}
function formatComparisonPeriod(period: IncomePeriod): string {
return `${formatDate(period.from)} – ${formatDate(period.to)}`;
}
function formatIncomeChange(
difference: string,
compared: string,
): null | string {
// Display-only ratio; server-provided Money values remain exact decimal strings.
const base = Number(compared);
if (!Number.isFinite(base) || base <= 0)
return null;
const ratio = Number(difference) / base;
if (!Number.isFinite(ratio))
return null;
return new Intl.NumberFormat("ru-RU", {
maximumFractionDigits: 1,
signDisplay: "exceptZero",
style: "percent",
}).format(ratio);
}
function toIncomeDisplayModel(
analytics: IncomeAnalytics,
meta?: IncomeAnalyticsMeta,
): IncomeDisplayModel {
const entries: IncomeDisplayModel["entries"] = [];
const occurrences = new Map<string, number>();
@@ -116,17 +25,7 @@ function toIncomeDisplayModel(
});
}
const dependencies = meta?.dependencies ?? [];
const previous = dependencies.find(({ role }) => role === "previous");
const year = dependencies.find(({ role }) => role === "year");
return {
comparison: comparisonDisplay(analytics.period, analytics.yearComparison),
entries,
previousComparison: comparisonDisplay(analytics.period, analytics.previous),
previousNotice: comparisonNotice(previous, "previousUnavailable"),
yearNotice: comparisonNotice(year, "yearUnavailable"),
};
return { entries };
}
export { type IncomeDisplayModel, toIncomeDisplayModel };