feat: redesign portfolio position cards

This commit is contained in:
2026-08-17 13:35:22 +03:00
parent da55de5b50
commit 5168870cf2
9 changed files with 182 additions and 44 deletions
+12 -6
View File
@@ -3,7 +3,7 @@
}
.total,
.row,
.tile,
.cash {
border-color: var(--mantine-color-gray-3);
background: var(--mantine-color-gray-0);
@@ -14,7 +14,7 @@
border-top: 3px solid var(--mantine-color-blue-6);
}
.row,
.tile,
.cash {
padding: var(--mantine-spacing-md);
}
@@ -24,8 +24,14 @@
justify-content: space-between;
}
@media (max-width: 36em) {
.row :global(.mantine-Group-root) {
align-items: flex-start;
}
.positive {
color: var(--mantine-color-green-6);
}
.negative {
color: var(--mantine-color-red-6);
}
.mono {
font-family: var(--mantine-font-family-monospace);
}
+14 -8
View File
@@ -36,6 +36,7 @@ const portfolio: Portfolio = {
currentValue: null,
averagePurchasePrice: null,
absoluteReturn: null,
isin: null,
},
{
figi: "FIGI-1",
@@ -43,8 +44,9 @@ const portfolio: Portfolio = {
type: "BOND",
quantity: "1",
currentValue: { currency: "RUB", value: "10" },
averagePurchasePrice: null,
averagePurchasePrice: { currency: "RUB", value: "11" },
absoluteReturn: { currency: "RUB", value: "-1" },
isin: "RU000A0JX0J2",
},
],
cashBalances: [{ currency: "USD", value: "0.5" }],
@@ -80,7 +82,7 @@ describe("AccountPage states", () => {
expect(retry).toHaveBeenCalledOnce();
});
it("renders a stale portfolio in upstream order with nullable values", () => {
it("renders a stale portfolio in upstream order with nullable values hidden", () => {
renderPage(<AccountPageLoaded portfolio={portfolio} />);
expect(
@@ -91,16 +93,20 @@ describe("AccountPage states", () => {
"T-Bank временно недоступен. Показан последний успешный снимок.",
),
).toBeInTheDocument();
expect(screen.getByText("—")).toBeInTheDocument();
expect(screen.getByText("Доход: —")).toBeInTheDocument();
const positions = screen
.getAllByText(/Вторая|Первая/)
.map((element) => element.textContent);
expect(positions).toEqual(["Вторая", "Первая"]);
expect(screen.getByRole("heading", { name: "Акции" })).toBeInTheDocument();
expect(
screen.getByRole("heading", { name: "Облигации" }),
).toBeInTheDocument();
const positions = screen
.getAllByText(/Вторая|Первая/)
.map((element) => element.textContent);
expect(positions).toEqual(["Вторая", "Первая"]);
expect(screen.getByText("10 ₽")).toBeInTheDocument();
expect(screen.getByText("Доход: -1 ₽")).toBeInTheDocument();
expect(screen.getByText("Средняя цена: 11 ₽")).toBeInTheDocument();
expect(screen.getByText("Доля: 100 %")).toBeInTheDocument();
expect(screen.getByText("RU000A0JX0J2")).toBeInTheDocument();
expect(screen.queryByText("—")).not.toBeInTheDocument();
});
it("uses the cached account title when available", () => {
+107 -28
View File
@@ -19,7 +19,11 @@ import {
useBrokerageEvents,
} from "@/entities/brokerage-event";
import type { Portfolio } from "@/entities/portfolio";
import { formatMoney, formatSnapshotTime } from "@/entities/portfolio";
import {
formatMoney,
formatShare,
formatSnapshotTime,
} from "@/entities/portfolio";
import { StateView } from "@/shared/ui";
import classes from "./AccountPage.module.css";
@@ -124,6 +128,15 @@ export function AccountPageLoaded({
const other = portfolio.positions.filter(
(p) => p.type !== "STOCK" && p.type !== "BOND",
);
const denominators = new Map<string, number>();
for (const position of portfolio.positions) {
if (!position.currentValue) continue;
const currency = position.currentValue.currency;
denominators.set(
currency,
(denominators.get(currency) ?? 0) + Number(position.currentValue.value),
);
}
return (
<Stack className={classes.page} gap="lg">
<AccountHeading account={account} />
@@ -148,15 +161,24 @@ export function AccountPageLoaded({
))}
</SimpleGrid>
{stocks.length ? (
<PositionSection title={t("portfolio.stocks")} positions={stocks} />
<PositionSection
title={t("portfolio.stocks")}
positions={stocks}
denominators={denominators}
/>
) : null}
{bonds.length ? (
<PositionSection title={t("portfolio.bonds")} positions={bonds} />
<PositionSection
title={t("portfolio.bonds")}
positions={bonds}
denominators={denominators}
/>
) : null}
{other.length ? (
<PositionSection
title={t("portfolio.otherPositions")}
positions={other}
denominators={denominators}
/>
) : null}
<Section title={t("portfolio.cashBalances")}>
@@ -269,40 +291,97 @@ function RecentEvent({ event }: { event: BrokerageEvent }) {
function PositionSection({
title,
positions,
denominators,
}: {
title: string;
positions: Portfolio["positions"];
denominators: Map<string, number>;
}) {
const { t } = useTranslation();
return (
<Section title={title}>
{positions.map((position) => (
<Card
className={classes.row}
key={`${position.figi}-${position.displayName}-${position.quantity}`}
withBorder
>
<Group justify="space-between" align="flex-start" wrap="nowrap">
<Stack gap={2}>
<Text fw={700}>{position.displayName}</Text>
<Text c="dimmed" size="sm">
{t("portfolio.quantity", { value: position.quantity })}
</Text>
</Stack>
<Stack gap={2} align="flex-end">
<Text fw={700}>{formatMoney(position.currentValue)}</Text>
<Text c="dimmed" size="sm">
{t("portfolio.return", {
value: formatMoney(position.absoluteReturn),
})}
</Text>
</Stack>
</Group>
</Card>
))}
<SimpleGrid cols={{ base: 1, sm: 2, md: 3 }}>
{positions.map((position) => (
<PositionCard
key={`${position.figi}-${position.displayName}-${position.quantity}`}
position={position}
denominators={denominators}
/>
))}
</SimpleGrid>
</Section>
);
}
function PositionCard({
position,
denominators,
}: {
position: Portfolio["positions"][number];
denominators: Map<string, number>;
}) {
const { t } = useTranslation();
const share = position.currentValue?.currency
? formatShare(position.currentValue, {
currency: position.currentValue.currency,
value: String(denominators.get(position.currentValue.currency) ?? 0),
})
: null;
const returnClass = position.absoluteReturn
? Number(position.absoluteReturn.value) > 0
? classes.positive
: Number(position.absoluteReturn.value) < 0
? classes.negative
: undefined
: undefined;
return (
<Card className={classes.tile} withBorder>
<Group justify="space-between" align="flex-start" wrap="nowrap">
<Stack gap={2} miw={0}>
<Text fw={700} lineClamp={1}>
{position.displayName}
</Text>
{position.isin ? (
<Text c="dimmed" size="xs" className={classes.mono}>
{position.isin}
</Text>
) : null}
<Text c="dimmed" size="xs">
{t("portfolio.quantity", { value: position.quantity })}
</Text>
</Stack>
<Stack gap={2} align="flex-end">
{position.currentValue ? (
<Text fw={800} size="lg">
{formatMoney(position.currentValue)}
</Text>
) : null}
{position.absoluteReturn ? (
<Text size="sm" fw={600} className={returnClass}>
{t("portfolio.return", {
value: formatMoney(position.absoluteReturn),
})}
</Text>
) : null}
</Stack>
</Group>
{position.averagePurchasePrice || share ? (
<Group justify="space-between" mt="xs">
{position.averagePurchasePrice ? (
<Text c="dimmed" size="xs">
{t("portfolio.avgPrice", {
value: formatMoney(position.averagePurchasePrice),
})}
</Text>
) : null}
{share ? (
<Text c="dimmed" size="xs">
{t("portfolio.share", { value: share })}
</Text>
) : null}
</Group>
) : null}
</Card>
);
}
function AccountHeading({ account }: { account?: BrokerageAccount }) {
const { t } = useTranslation();
return (