feat: add stock pages and ticker navigation

Add stock search and detail pages with charts, dividends and shared event rows.

Use verified ticker links for portfolio names and logos, numeric dates and refreshed account cards.

Update the generated API contract.
This commit is contained in:
2026-09-10 21:23:41 +03:00
parent 0306526d33
commit 561222e468
56 changed files with 5051 additions and 190 deletions
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export { StockPage } from "./ui/StockPage";
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.page {
max-width: 1120px;
margin: 0 auto;
min-width: 0;
}
.section {
padding: var(--mantine-spacing-lg);
border-radius: var(--mantine-radius-lg);
min-width: 0;
}
.identity {
display: flex;
align-items: center;
gap: var(--mantine-spacing-md);
min-width: 0;
}
.price {
font-size: clamp(2rem, 4vw, 3.2rem);
font-weight: 700;
letter-spacing: -0.04em;
font-variant-numeric: tabular-nums;
line-height: 1.2;
overflow-wrap: anywhere;
}
.positive {
color: var(--mantine-color-green-8);
}
.negative {
color: var(--mantine-color-red-8);
}
.metrics {
display: grid;
grid-template-columns: repeat(4, minmax(0, 1fr));
gap: var(--mantine-spacing-lg);
}
.metricValue {
font-variant-numeric: tabular-nums;
font-size: var(--mantine-font-size-xl);
font-weight: 600;
overflow-wrap: anywhere;
}
.holding {
background: var(--mantine-color-blue-0);
padding: var(--mantine-spacing-lg);
border-radius: var(--mantine-radius-md);
}
.accountRow {
display: grid;
grid-template-columns: 1.2fr repeat(4, minmax(0, 1fr));
gap: var(--mantine-spacing-sm);
padding: var(--mantine-spacing-md) 0;
border-top: 1px solid var(--wl-color-border);
align-items: start;
}
.dividend {
padding: var(--mantine-spacing-md);
background: var(--mantine-color-green-0);
border-radius: var(--mantine-radius-md);
}
.companyMetrics {
display: grid;
grid-template-columns: repeat(auto-fit, minmax(135px, 1fr));
gap: var(--mantine-spacing-lg);
}
.table {
overflow-x: auto;
max-width: 100%;
}
.controls {
max-width: 100%;
overflow-x: auto;
}
@media (max-width: 48em) {
.section {
padding: var(--mantine-spacing-md);
}
.metrics,
.companyMetrics {
grid-template-columns: repeat(2, minmax(0, 1fr));
}
.accountRow {
grid-template-columns: repeat(2, minmax(0, 1fr));
}
.accountRow > :first-child {
grid-column: 1 / -1;
}
}
.embeddedSection {
margin-top: var(--mantine-spacing-lg);
padding-top: var(--mantine-spacing-lg);
border-top: 1px solid var(--wl-color-border);
}
.companyMetrics > div {
padding: var(--mantine-spacing-sm);
background: var(--wl-color-subtle);
border-radius: var(--mantine-radius-md);
}
.priceTable {
margin-top: var(--mantine-spacing-md);
}
.priceTable table {
font-variant-numeric: tabular-nums;
white-space: nowrap;
}
.priceTable th:nth-child(2),
.priceTable td:nth-child(2) {
text-align: right;
}
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import { MantineProvider } from "@mantine/core";
import { QueryClientProvider } from "@tanstack/react-query";
import { fireEvent, render, screen, waitFor } from "@testing-library/react";
import { HttpResponse, http } from "msw";
import { MemoryRouter, Route, Routes, useLocation } from "react-router";
import { describe, expect, it, vi } from "vitest";
import { configureAuthClient } from "@/shared/api";
import { createTestQueryClient } from "@/test/query";
import { server } from "@/test/server";
import { StockPage } from "./StockPage";
const LocationProbe = () => {
const location = useLocation();
return (
<output data-testid="location">
{location.pathname}
{location.search}
</output>
);
};
const uid = "e6123145-9665-43e0-8413-cd61b8aa9b13";
const money = (value: string) => ({ value, currency: "RUB" });
const stock = {
instrumentUid: uid,
name: "Тестовая акция",
ticker: "TEST",
shareType: "SHARE_TYPE_COMMON",
currency: "RUB",
sector: "financial",
lot: 10,
logoName: null,
historyFrom: null,
};
const position = {
quantity: "10",
currentValue: money("3000"),
averagePurchasePrice: money("200"),
absoluteReturn: money("1000"),
returnPercent: "50",
accounts: [
{
instrumentUid: uid,
quantity: "10",
currentValue: money("3000"),
averagePurchasePrice: money("200"),
absoluteReturn: money("1000"),
returnPercent: "50",
account: { id: "main", name: "Основной" },
},
],
isStale: false,
observedAt: "2026-09-10T10:00:00Z",
};
const quote = {
price: money("300"),
priceAt: "2026-09-10T10:00:00Z",
tradingStatus: "SECURITY_TRADING_STATUS_NORMAL_TRADING",
change: money("10"),
changePercent: "3.448276",
previousCloseDate: "2026-09-09",
previousClose: money("290"),
unavailable: [],
observedAt: "2026-09-10T10:00:00Z",
};
function setup(
options: {
noPosition?: boolean;
failCompany?: boolean;
failStock?: boolean;
path?: string;
slug?: string;
ambiguousTicker?: boolean;
} = {},
) {
const requests: URL[] = [];
const resolved = { ...stock, slug: options.slug ?? uid };
let failQuote = false;
server.use(
http.get("*/api/v1/stocks/:uid", () =>
options.failStock
? HttpResponse.json({ code: "NOT_FOUND" }, { status: 404 })
: HttpResponse.json(resolved),
),
http.get("*/api/v1/stocks/by-ticker/:ticker", ({ request }) => {
requests.push(new URL(request.url));
return options.ambiguousTicker
? HttpResponse.json({ code: "STOCK_TICKER_AMBIGUOUS" }, { status: 409 })
: HttpResponse.json(resolved);
}),
http.get("*/api/v1/stocks/:uid/:section", ({ params, request }) => {
requests.push(new URL(request.url));
if (params.section === "quote")
return failQuote
? HttpResponse.json({ code: "TBANK_UNAVAILABLE" }, { status: 503 })
: HttpResponse.json(quote);
if (params.section === "position")
return HttpResponse.json(
options.noPosition
? { ...position, quantity: "0", accounts: [] }
: position,
);
if (params.section === "candles")
return HttpResponse.json({
candles: [],
currency: "RUB",
historyFrom: null,
observedAt: quote.observedAt,
});
if (params.section === "company")
return options.failCompany
? HttpResponse.json({ code: "TBANK_UNAVAILABLE" }, { status: 503 })
: HttpResponse.json({
description: "Описание компании",
metrics: [
{
key: "peRatioTtm",
value: 5.6,
unit: "ratio",
currency: null,
period: "TTM",
},
],
unavailable: [],
observedAt: quote.observedAt,
});
return HttpResponse.json({
dividends: [
{
perShare: money("32.88"),
recordDate: "2026-10-13",
lastBuyDate: "2026-10-12",
paymentDate: "2026-10-27",
timing: "upcoming",
estimatedAmount: options.noPosition ? null : money("328.8"),
},
{
perShare: money("20"),
recordDate: "2025-10-13",
paymentDate: null,
lastBuyDate: null,
timing: "past",
estimatedAmount: null,
},
],
from: "2021-09-10",
to: "2027-09-10",
observedAt: quote.observedAt,
positionAt: null,
estimateUnavailable: false,
positionIsStale: false,
});
}),
http.get("*/api/v1/brokerage-accounts/all/operations", ({ request }) => {
const url = new URL(request.url);
requests.push(url);
const next = url.searchParams.has("cursor");
return HttpResponse.json({
accountId: "all",
observedAt: quote.observedAt,
hasNext: !next,
nextCursor: next ? null : "next",
items: [
{
id: next ? "sold" : "dividend",
occurredAt: next ? "2022-01-02T10:00:00Z" : "2025-01-02T10:00:00Z",
type: next ? "OPERATION_TYPE_SELL" : "OPERATION_TYPE_DIVIDEND",
category: next ? "trade" : "income",
description: "",
account: { id: "main", name: "Основной" },
payment: money("200"),
quantity: next ? "2" : null,
price: next ? money("100") : null,
},
],
});
}),
);
configureAuthClient({
accessToken: () => "synthetic",
refresh: async () => false,
clear: vi.fn(),
});
const client = createTestQueryClient();
render(
<QueryClientProvider client={client}>
<MantineProvider>
<MemoryRouter initialEntries={[options.path ?? `/stocks/${uid}`]}>
<LocationProbe />
<Routes>
<Route path="/stocks/:stockId" element={<StockPage />} />
</Routes>
</MemoryRouter>
</MantineProvider>
</QueryClientProvider>,
);
return {
requests,
failQuote: () => {
failQuote = true;
},
};
}
describe("stock page", () => {
it("opens a direct ticker URL and uses its resolved UID for market and personal requests", async () => {
const { requests } = setup({ path: "/stocks/SBERP", slug: "SBERP" });
await screen.findByText("Зачисление дивидендов");
expect(screen.getByTestId("location")).toHaveTextContent("/stocks/SBERP");
expect(
requests.some((url) => url.pathname === `/api/v1/stocks/${uid}/quote`),
).toBe(true);
expect(
requests.some((url) => url.searchParams.get("instrumentUid") === uid),
).toBe(true);
expect(requests.some((url) => url.pathname.includes("/SBERP/quote"))).toBe(
false,
);
});
it("replaces a legacy UID URL with the verified ticker while preserving filters", async () => {
setup({ path: `/stocks/${uid}?period=year&events=trades`, slug: "SBERP" });
await waitFor(() =>
expect(screen.getByTestId("location")).toHaveTextContent(
"/stocks/SBERP?period=year&events=trades",
),
);
expect(await screen.findByText("Зачисление дивидендов")).toBeVisible();
});
it("offers search for ambiguous tickers without requesting personal data", async () => {
const { requests } = setup({ path: "/stocks/SAME", ambiguousTicker: true });
expect(
await screen.findByText(/Этот тикер относится к нескольким выпускам/),
).toBeVisible();
expect(
requests.some(
(url) =>
url.pathname.endsWith("/operations") ||
url.pathname.endsWith("/position"),
),
).toBe(false);
});
it("opens by UID, displays server calculations and distinguishes company and personal dividends", async () => {
setup();
expect(
await screen.findByRole("heading", { name: "Тестовая акция" }),
).toBeVisible();
expect(
await screen.findByRole("heading", { name: "Моя позиция" }),
).toBeVisible();
expect(screen.getAllByText("3 000 ₽")[0]).toBeVisible();
expect(
screen.getByText("К закрытию предыдущего торгового дня, 09.09.2026"),
).toBeVisible();
expect(await screen.findByText("Зачисление дивидендов")).toBeVisible();
expect(screen.getByText("Событие компании")).toBeVisible();
expect(screen.getByText("328,8 ₽")).toBeVisible();
expect(screen.getByText("P/E · TTM")).toBeVisible();
expect(screen.getByText("Описание компании")).toBeVisible();
expect(
screen.queryByRole("button", { name: "О компании" }),
).not.toBeInTheDocument();
expect(screen.getByText("13.10.2026")).toBeVisible();
fireEvent.click(
screen.getByRole("button", { name: "История дивидендов компании" }),
);
await waitFor(() => expect(screen.getByText("13.10.2025")).toBeVisible());
});
it("keeps sold-position history and market content when company data fails", async () => {
setup({ noPosition: true, failCompany: true });
expect(await screen.findByText("Зачисление дивидендов")).toBeVisible();
expect(
screen.queryByRole("heading", { name: "Моя позиция" }),
).not.toBeInTheDocument();
expect(screen.getByRole("heading", { name: "График цены" })).toBeVisible();
expect(await screen.findByRole("alert")).toHaveTextContent(
"Не удалось загрузить этот раздел",
);
});
it("sends instrument-filtered continuation, resets it on filter changes and changes chart period", async () => {
const { requests } = setup();
await screen.findByText("Зачисление дивидендов");
fireEvent.click(screen.getByRole("button", { name: "Далее" }));
expect(await screen.findByText("Продажа")).toBeVisible();
expect(screen.getByText("2 шт.")).toBeVisible();
expect(screen.getByText("Цена: 100 ₽")).toBeVisible();
expect(screen.getByText(/02.01.2022, 10:00 UTC/)).toBeVisible();
expect(
requests.some(
(url) =>
url.searchParams.get("cursor") === "next" &&
url.searchParams.get("instrumentUid") === uid,
),
).toBe(true);
fireEvent.click(screen.getByRole("radio", { name: "Сделки" }));
await waitFor(() =>
expect(
requests.some(
(url) =>
url.searchParams.get("categories") === "trade" &&
!url.searchParams.has("cursor"),
),
).toBe(true),
);
fireEvent.click(screen.getByRole("radio", { name: "Год" }));
await waitFor(() =>
expect(
requests.some((url) => url.searchParams.get("period") === "year"),
).toBe(true),
);
});
it("keeps the last quote on a refresh failure", async () => {
const controls = setup();
await screen.findByText("300 ₽");
controls.failQuote();
fireEvent.click(screen.getByRole("button", { name: "Обновить цену" }));
expect(await screen.findByRole("alert")).toHaveTextContent(
"последние полученные",
);
expect(screen.getByText("300 ₽")).toBeVisible();
});
it("offers recovery for an unavailable direct link", async () => {
setup({ failStock: true });
expect(
await screen.findByRole("heading", { name: "Акция недоступна" }),
).toBeVisible();
expect(screen.getByRole("link", { name: "Все акции" })).toHaveAttribute(
"href",
"/stocks",
);
});
});
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import { Anchor, Button, Skeleton, Stack, Text, Title } from "@mantine/core";
import type { FC } from "react";
import { useTranslation } from "react-i18next";
import { Link, Navigate } from "react-router";
import { LoadingSkeleton } from "@/shared/ui";
import { StockPageView } from "./StockPage.view";
import { useStockPageVm } from "./StockPage.vm";
const StockPage: FC = () => {
const vm = useStockPageVm();
const { t } = useTranslation();
if (vm.canonicalTo) return <Navigate to={vm.canonicalTo} replace />;
if (vm.stockState.loading)
return (
<LoadingSkeleton label={t("stock.loading")}>
<Stack>
<Skeleton h={110} />
<Skeleton h={350} />
<Skeleton h={170} />
</Stack>
</LoadingSkeleton>
);
if (!vm.stock)
return (
<Stack role="alert">
<Title order={1}>{t("stock.unavailable")}</Title>
<Text>
{t(
vm.code === "TBANK_NOT_CONNECTED" ||
vm.code === "INVALID_TBANK_TOKEN"
? "stock.connect"
: vm.code === "STOCK_TICKER_AMBIGUOUS"
? "stock.ambiguousTicker"
: "stock.unavailableText",
)}
</Text>
<Anchor component={Link} to="/stocks">
{t("stock.backToSearch")}
</Anchor>
<Anchor component={Link} to="/settings">
{t("accounts.openSettings")}
</Anchor>
<Button variant="default" onClick={vm.stockState.retry}>
{t("accounts.retry")}
</Button>
</Stack>
);
return <StockPageView vm={vm} />;
};
export { StockPage };
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import {
Alert,
Avatar,
Badge,
Button,
Group,
Paper,
Skeleton,
Stack,
Text,
Title,
} from "@mantine/core";
import type { FC } from "react";
import { useTranslation } from "react-i18next";
import {
formatDate,
formatDecimal,
formatMoney,
formatSnapshotTime,
} from "@/shared/lib";
import { LoadingSkeleton } from "@/shared/ui";
import { StockChart } from "./components/StockChart.view";
import { StockDividends, StockEvents } from "./components/StockEvents.view";
import { StockPosition } from "./components/StockPosition.view";
import { StockSection } from "./components/StockSection.view";
import classes from "./StockPage.module.css";
import type { StockPageVm } from "./StockPage.vm";
type StockPageViewProps = { vm: StockPageVm };
const StockPageView: FC<StockPageViewProps> = (props) => {
const { vm } = props;
const { t } = useTranslation();
const stock = vm.stock;
if (!stock) return null;
return (
<Stack className={classes.page} gap="lg">
<Paper component="header" className={classes.section} withBorder>
<Group justify="space-between" align="start">
<div className={classes.identity}>
<Avatar
key={vm.logoSrc}
src={vm.logoSrc}
alt=""
size={56}
radius="md"
>
{stock.name[0]}
</Avatar>
<div>
<Title order={1} size="h2">
{stock.name}
</Title>
<Text size="sm" c="dimmed">
{stock.ticker} ·{" "}
{t(`stock.shareTypes.${stock.shareType}`, {
defaultValue: t("stock.share"),
})}
</Text>
</div>
</div>
<Button
variant="subtle"
onClick={() => {
vm.stockState.retry();
vm.quoteState.retry();
}}
>
{t("stock.refreshPrice")}
</Button>
</Group>
{vm.company?.description ? (
<Text size="sm" mt="md" style={{ whiteSpace: "pre-line" }}>
{vm.company.description}
</Text>
) : null}
{vm.stockState.error || vm.quoteState.error ? (
<Alert role="alert" color="orange" mt="md">
{t(vm.quote ? "accounts.refreshError" : "stock.sectionError")}
</Alert>
) : null}
{vm.quoteState.loading ? (
<LoadingSkeleton label={t("stock.loadingPrice")}>
<Skeleton mt="lg" h={55} w="50%" />
</LoadingSkeleton>
) : (
<div aria-live="polite">
<Text className={classes.price} mt="lg">
{formatMoney(vm.quote?.price ?? null)}
</Text>
{vm.quote?.change ? (
<Text
fw={600}
className={
vm.quote.change.value.startsWith("-")
? classes.negative
: classes.positive
}
>
{vm.quote.change.value.startsWith("-") ? "" : "+"}
{formatMoney(vm.quote.change)}
{vm.quote.changePercent !== null
? ` (${formatDecimal(vm.quote.changePercent)} %)`
: ""}
</Text>
) : null}
{vm.quote?.previousCloseDate ? (
<Text size="xs" c="dimmed">
{t("stock.changeBase", {
date: formatDate(vm.quote.previousCloseDate),
})}
</Text>
) : (
<Text size="xs" c="dimmed">
{t("stock.noComparison")}
</Text>
)}
<Group gap="sm" mt="sm">
<Badge variant="light" color="gray">
{t(`stock.trading.${vm.quote?.tradingStatus}`, {
defaultValue: t("stock.trading.unknown"),
})}
</Badge>
{vm.quote?.priceAt ? (
<Text size="xs" c="dimmed">
{t("stock.priceAt", {
date: formatSnapshotTime(vm.quote.priceAt),
})}
</Text>
) : null}
</Group>
{vm.quote?.unavailable.length ? (
<Text c="dimmed" size="xs" mt="xs">
{t("stock.partialQuote")}
</Text>
) : null}
{vm.quoteState.refreshing ? (
<Text role="status" size="xs" c="dimmed">
{t("accounts.refreshing")}
</Text>
) : null}
</div>
)}
<StockSection
title={t("stock.company")}
state={vm.companyState}
embedded
>
<Group gap="xl" mb="md">
{stock.sector ? (
<Text size="sm">
{t("stock.sector")}:{" "}
{t(`stock.sectors.${stock.sector}`, {
defaultValue: stock.sector,
})}
</Text>
) : null}
{stock.lot !== null ? (
<Text size="sm">{t("stock.lot", { value: stock.lot })}</Text>
) : null}
</Group>
{vm.company ? (
<Stack gap="lg">
{vm.company.unavailable.length ? (
<Alert color="orange">
<Group justify="space-between">
<Text size="sm">{t("stock.partialCompany")}</Text>
<Button
size="xs"
variant="default"
onClick={vm.companyState.retry}
>
{t("accounts.retry")}
</Button>
</Group>
</Alert>
) : null}
{vm.company.metrics.length ? (
<div className={classes.companyMetrics}>
{vm.company.metrics.map((metric) => (
<div key={metric.key}>
<Text size="xs" c="dimmed">
{t(`stock.metrics.${metric.key}`)}
{metric.period ? ` · ${metric.period}` : ""}
</Text>
<Text fw={600} size="lg">
{new Intl.NumberFormat("ru-RU", {
maximumFractionDigits: 2,
notation:
metric.unit === "money" ? "compact" : "standard",
}).format(metric.value)}{" "}
{metric.unit === "money"
? new Intl.NumberFormat("ru-RU", {
style: "currency",
currency: metric.currency ?? "RUB",
currencyDisplay: "narrowSymbol",
})
.formatToParts(0)
.find((part) => part.type === "currency")?.value
: metric.unit === "percent"
? "%"
: "×"}
</Text>
</div>
))}
</div>
) : (
<Text c="dimmed">{t("stock.noFundamentals")}</Text>
)}
<Text size="xs" c="dimmed">
{t("stock.periodNote")}
</Text>
</Stack>
) : null}
</StockSection>
</Paper>
<StockChart vm={vm} />
<StockPosition vm={vm} />
<StockDividends vm={vm} />
<StockEvents vm={vm} />
</Stack>
);
};
export { StockPageView };
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import { useQueryClient } from "@tanstack/react-query";
import { useState } from "react";
import { useParams, useSearchParams } from "react-router";
import {
brokerageOperationsQueryOptions,
type OperationCategory,
useBrokerageOperations,
} from "@/entities/broker-operation";
import {
type StockPeriod,
useStock,
useStockCandles,
useStockCompany,
useStockDividends,
useStockPosition,
useStockQuote,
} from "@/entities/stock";
import { apiErrorCode } from "@/shared/api";
import { formatDate, instrumentLogoUrl } from "@/shared/lib";
type SectionState = {
hasData: boolean;
loading: boolean;
error: boolean;
refreshing: boolean;
retry: () => void;
};
function section(query: {
data: unknown;
isError: boolean;
isFetching: boolean;
refetch: () => unknown;
}): SectionState {
return {
hasData: Boolean(query.data),
loading: !query.data && !query.isError,
error: query.isError,
refreshing: Boolean(query.data) && query.isFetching,
retry: () => {
void query.refetch();
},
};
}
const periods: StockPeriod[] = ["month", "halfYear", "year", "all"];
const filters = ["all", "trades", "dividends", "other"] as const;
type StockEventFilter = (typeof filters)[number];
const categories: Record<StockEventFilter, OperationCategory[]> = {
all: [],
trades: ["trade"],
dividends: ["income"],
other: ["tax", "fee", "transfer", "other"],
};
function useStockPageVm() {
const { stockId = "" } = useParams();
const stock = useStock(stockId);
const uid = stock.data?.instrumentUid ?? "";
const [params, setParams] = useSearchParams();
const period =
periods.find((value) => value === params.get("period")) ?? "month";
const filter =
filters.find((value) => value === params.get("events")) ?? "all";
const scope = `${uid}:${filter}`;
const [pagination, setPagination] = useState<{
scope: string;
cursors: string[];
}>({ scope, cursors: [] });
const cursors = pagination.scope === scope ? pagination.cursors : [];
const client = useQueryClient();
const quote = useStockQuote(uid);
const candles = useStockCandles(uid, period);
const position = useStockPosition(uid);
const company = useStockCompany(uid);
const dividends = useStockDividends(uid);
const firstPage = {
instrumentUid: uid,
categories: categories[filter],
limit: 20,
};
const operations = useBrokerageOperations(uid ? "all" : undefined, {
...firstPage,
cursor: cursors.at(-1),
});
const setParam = (key: string, value: string) => {
const next = new URLSearchParams(params);
next.set(key, value);
setParams(next, { replace: true });
};
const retryOperations = () => {
if (apiErrorCode(operations.error) === "INVALID_OPERATIONS_CURSOR") {
setPagination({ scope, cursors: [] });
void client.invalidateQueries({
queryKey: brokerageOperationsQueryOptions("all", firstPage).queryKey,
exact: true,
});
} else void operations.refetch();
};
const chartData =
candles.data?.candles.map((candle) => ({
...candle,
date: formatDate(candle.time),
price: Number(candle.close),
})) ?? [];
const average = position.data?.averagePurchasePrice;
const averageLine =
average && average.currency === candles.data?.currency
? Number(average.value)
: null;
const companyData = company.data;
return {
canonicalTo:
stock.data?.slug && stock.data.slug !== stockId
? `/stocks/${encodeURIComponent(stock.data.slug)}${params.size ? `?${params.toString()}` : ""}`
: null,
stock: stock.data,
stockState: section(stock),
code: apiErrorCode(stock.error),
logoSrc: instrumentLogoUrl(stock.data?.logoName),
quote: quote.data,
quoteState: section(quote),
candles: candles.data,
chartData,
priceRows: chartData.toReversed(),
candlesState: section(candles),
period,
setPeriod: (value: string) => setParam("period", value),
averageLine:
averageLine !== null && Number.isFinite(averageLine) ? averageLine : null,
hasIncompleteCandle:
candles.data?.candles.some((candle) => !candle.isComplete) ?? false,
position: position.data,
positionState: section(position),
company: companyData,
companyState: section(company),
dividends: dividends.data,
dividendsState: section(dividends),
upcoming:
dividends.data?.dividends
.filter((event) => event.timing === "upcoming")
.sort((a, b) =>
(a.recordDate ?? a.paymentDate ?? "").localeCompare(
b.recordDate ?? b.paymentDate ?? "",
),
) ?? [],
pastDividends:
dividends.data?.dividends
.filter((event) => event.timing !== "upcoming")
.sort((a, b) =>
(b.recordDate ?? b.paymentDate ?? "").localeCompare(
a.recordDate ?? a.paymentDate ?? "",
),
) ?? [],
operations: operations.data,
operationsState: { ...section(operations), retry: retryOperations },
eventRows:
operations.data?.items.map((item) => ({
...item,
ticker: item.ticker ?? stock.data?.ticker ?? null,
logoName: item.logoName ?? stock.data?.logoName ?? null,
})) ?? [],
filter,
setFilter: (value: string) => setParam("events", value),
hasPrevious: cursors.length > 0,
onPrevious: () => setPagination({ scope, cursors: cursors.slice(0, -1) }),
onNext: () => {
if (operations.data?.nextCursor)
setPagination({
scope,
cursors: [...cursors, operations.data.nextCursor],
});
},
};
}
type StockPageVm = ReturnType<typeof useStockPageVm>;
export { type SectionState, type StockPageVm, useStockPageVm };
@@ -0,0 +1,173 @@
import { AreaChart } from "@mantine/charts";
import {
Accordion,
Badge,
ScrollArea,
SegmentedControl,
Table,
Text,
} from "@mantine/core";
import type { FC } from "react";
import { useTranslation } from "react-i18next";
import { formatMoney } from "@/shared/lib";
import classes from "../StockPage.module.css";
import type { StockPageVm } from "../StockPage.vm";
import { StockSection } from "./StockSection.view";
type StockChartProps = { vm: StockPageVm };
const StockChart: FC<StockChartProps> = (props) => {
const { vm } = props;
const { t } = useTranslation();
return (
<StockSection
title={t("stock.chart")}
state={vm.candlesState}
large
controls={
<div className={classes.controls}>
<SegmentedControl
aria-label={t("stock.period")}
value={vm.period}
onChange={vm.setPeriod}
data={["month", "halfYear", "year", "all"].map((value) => ({
value,
label: t(`stock.periods.${value}`),
}))}
/>
</div>
}
>
{vm.candles ? (
vm.chartData.length ? (
<>
<AreaChart
h={310}
data={vm.chartData}
dataKey="date"
series={[
{ name: "price", color: "blue.6", label: t("stock.price") },
]}
curveType="linear"
withDots={vm.chartData.length === 1}
withGradient
gridAxis="y"
tickLine="none"
tooltipAnimationDuration={0}
areaProps={{ isAnimationActive: false }}
yAxisProps={{ domain: ["auto", "auto"], width: 64 }}
referenceLines={
vm.averageLine === null
? []
: [
{
y: vm.averageLine,
ifOverflow: "extendDomain",
color: "orange.7",
label: t("stock.averageLine"),
},
]
}
valueFormatter={(value) =>
new Intl.NumberFormat("ru-RU", {
maximumFractionDigits: 4,
}).format(value)
}
aria-label={t("stock.chartLabel", {
currency: vm.candles.currency ?? "",
})}
/>
<Text size="xs" c="dimmed" mt="sm">
{t("stock.chartNote")}
</Text>
{vm.hasIncompleteCandle ? (
<Text size="xs" c="dimmed">
{t("stock.incomplete")}
</Text>
) : null}
{vm.averageLine !== null ? (
<Text size="sm" mt="xs">
{t("stock.averageLine")}:{" "}
{formatMoney(vm.position?.averagePurchasePrice ?? null)}
</Text>
) : null}
<Accordion
className={classes.priceTable}
variant="contained"
radius="md"
>
<Accordion.Item value="prices">
<Accordion.Control>
<Text fw={600}>{t("stock.priceTable")}</Text>
<Text size="xs" c="dimmed">
{t("stock.priceTableHint", { count: vm.chartData.length })}
</Text>
</Accordion.Control>
<Accordion.Panel>
<ScrollArea.Autosize
mah={360}
type="auto"
viewportProps={{
tabIndex: 0,
role: "region",
"aria-label": t("stock.priceTable"),
}}
>
<Table
striped
highlightOnHover
stickyHeader
verticalSpacing="sm"
horizontalSpacing="md"
>
<Table.Thead>
<Table.Tr>
<Table.Th>{t("stock.date")}</Table.Th>
<Table.Th>{t("stock.price")}</Table.Th>
<Table.Th>{t("stock.candle")}</Table.Th>
</Table.Tr>
</Table.Thead>
<Table.Tbody>
{vm.priceRows.map((candle) => (
<Table.Tr key={candle.time}>
<Table.Td>{candle.date}</Table.Td>
<Table.Td>
{formatMoney(
vm.candles?.currency
? {
value: candle.close,
currency: vm.candles.currency,
}
: null,
)}
</Table.Td>
<Table.Td>
<Badge
variant="light"
color={candle.isComplete ? "gray" : "blue"}
size="sm"
>
{t(
candle.isComplete
? "stock.complete"
: "stock.forming",
)}
</Badge>
</Table.Td>
</Table.Tr>
))}
</Table.Tbody>
</Table>
</ScrollArea.Autosize>
</Accordion.Panel>
</Accordion.Item>
</Accordion>
</>
) : (
<Text c="dimmed">{t("stock.noCandles")}</Text>
)
) : null}
</StockSection>
);
};
export { StockChart };
@@ -0,0 +1,233 @@
import {
Accordion,
Alert,
Badge,
Button,
Group,
Paper,
SegmentedControl,
Stack,
Text,
} from "@mantine/core";
import type { FC } from "react";
import { useTranslation } from "react-i18next";
import { LedgerEntryRow } from "@/entities/broker-operation";
import { formatDate, formatMoney, formatSnapshotTime } from "@/shared/lib";
import classes from "../StockPage.module.css";
import type { StockPageVm } from "../StockPage.vm";
import { StockSection } from "./StockSection.view";
type StockEventsProps = { vm: StockPageVm };
const StockDividends: FC<StockEventsProps> = (props) => {
const { vm } = props;
const { t } = useTranslation();
return (
<StockSection title={t("stock.upcoming")} state={vm.dividendsState}>
{vm.dividends ? (
<Stack gap="md">
{vm.dividends.estimateUnavailable || vm.dividends.positionIsStale ? (
<Alert color="orange">{t("stock.estimateUnavailable")}</Alert>
) : null}
{vm.upcoming.length ? (
vm.upcoming.map((event) => (
<div
className={classes.dividend}
key={JSON.stringify([
event.recordDate,
event.paymentDate,
event.perShare,
])}
>
<Group justify="space-between" align="start">
<div>
<Badge color="green" variant="light">
{t("stock.companyEvent")}
</Badge>
<Text size="xl" fw={650} mt="xs">
{formatMoney(event.perShare)}{" "}
<Text component="span" size="sm" c="dimmed">
{t("stock.perShare")}
</Text>
</Text>
</div>
{event.estimatedAmount ? (
<div>
<Text size="xs" c="dimmed">
{t("stock.yourEstimate")}
</Text>
<Text fw={600}>{formatMoney(event.estimatedAmount)}</Text>
</div>
) : null}
</Group>
<Group gap="xl" mt="md">
{event.lastBuyDate ? (
<div>
<Text size="xs" c="dimmed">
{t("stock.lastBuy")}
</Text>
<Text>{formatDate(event.lastBuyDate)}</Text>
</div>
) : null}
{event.recordDate ? (
<div>
<Text size="xs" c="dimmed">
{t("stock.record")}
</Text>
<Text>{formatDate(event.recordDate)}</Text>
</div>
) : null}
{event.paymentDate ? (
<div>
<Text size="xs" c="dimmed">
{t("stock.payment")}
</Text>
<Text>{formatDate(event.paymentDate)}</Text>
</div>
) : null}
</Group>
</div>
))
) : (
<Text c="dimmed">
{t("stock.noUpcoming", { to: formatDate(vm.dividends.to) })}
</Text>
)}
<Text size="xs" c="dimmed">
{t("stock.dividendNote")}
</Text>
{vm.dividends.positionAt ? (
<Text size="xs" c="dimmed">
{t("stock.snapshotAt", {
date: formatSnapshotTime(vm.dividends.positionAt),
})}
</Text>
) : null}
<Accordion variant="contained" radius="md">
<Accordion.Item value="history">
<Accordion.Control>
<Text fw={600}>{t("stock.dividendHistory")}</Text>
</Accordion.Control>
<Accordion.Panel>
<Text size="xs" c="dimmed" my="sm">
{t("stock.dividendWindow", {
from: formatDate(vm.dividends.from),
to: formatDate(vm.dividends.to),
})}
</Text>
{vm.pastDividends.length ? (
<Stack gap="sm">
{vm.pastDividends.map((event) => (
<Paper
key={JSON.stringify([
event.recordDate,
event.paymentDate,
event.perShare,
])}
withBorder
p="md"
radius="md"
>
<Group justify="space-between" align="start">
<div>
<Text size="xs" c="dimmed">
{t("stock.record")}
</Text>
<Text fw={600}>
{event.recordDate
? formatDate(event.recordDate)
: t("stock.dateUnknown")}
</Text>
{event.paymentDate ? (
<Text size="xs" c="dimmed" mt="xs">
{t("stock.payment")}:{" "}
{formatDate(event.paymentDate)}
</Text>
) : null}
</div>
<div>
<Text fw={650} size="lg">
{formatMoney(event.perShare)}
</Text>
<Text size="xs" c="dimmed">
{t("stock.perShare")}
</Text>
</div>
</Group>
</Paper>
))}
</Stack>
) : (
<Text c="dimmed">{t("stock.noDividends")}</Text>
)}
</Accordion.Panel>
</Accordion.Item>
</Accordion>
</Stack>
) : null}
</StockSection>
);
};
const StockEvents: FC<StockEventsProps> = (props) => {
const { vm } = props;
const { t } = useTranslation();
return (
<StockSection
title={t("stock.history")}
state={vm.operationsState}
controls={
<div className={classes.controls}>
<SegmentedControl
aria-label={t("stock.eventFilter")}
value={vm.filter}
onChange={vm.setFilter}
data={["all", "trades", "dividends", "other"].map((value) => ({
value,
label: t(`stock.filters.${value}`),
}))}
/>
</div>
}
>
{vm.operations ? (
<>
<Text size="xs" c="dimmed">
{t("stock.historyNote")}
</Text>
{vm.eventRows.length ? (
<Stack gap="sm" mt="md">
{vm.eventRows.map((event) => (
<LedgerEntryRow
key={`${event.account?.id}:${event.id}`}
operation={event}
withDetails
/>
))}
</Stack>
) : (
<Text c="dimmed" py="lg">
{t("stock.noOperations")}
</Text>
)}
<Group justify="space-between" mt="md">
<Button
variant="default"
disabled={!vm.hasPrevious || vm.operationsState.refreshing}
onClick={vm.onPrevious}
>
{t("stock.previous")}
</Button>
<Button
variant="default"
disabled={!vm.operations.hasNext || vm.operationsState.refreshing}
onClick={vm.onNext}
>
{t("stock.next")}
</Button>
</Group>
</>
) : null}
</StockSection>
);
};
export { StockDividends, StockEvents };
@@ -0,0 +1,135 @@
import { Alert, Anchor, Stack, Text } from "@mantine/core";
import type { FC } from "react";
import { useTranslation } from "react-i18next";
import { Link } from "react-router";
import { formatDecimal, formatMoney, formatSnapshotTime } from "@/shared/lib";
import classes from "../StockPage.module.css";
import type { StockPageVm } from "../StockPage.vm";
import { StockSection } from "./StockSection.view";
type StockPositionProps = { vm: StockPageVm };
const StockPosition: FC<StockPositionProps> = (props) => {
const { vm } = props;
const { t } = useTranslation();
if (vm.position && !vm.position.accounts.length) return null;
return (
<StockSection title={t("stock.position")} state={vm.positionState}>
{vm.position ? (
<Stack gap="md">
{vm.position.isStale ? (
<Alert color="orange">{t("portfolio.staleWarning")}</Alert>
) : null}
<div className={`${classes.metrics} ${classes.holding}`}>
<div>
<Text size="sm" c="dimmed">
{t("stock.quantity")}
</Text>
<Text className={classes.metricValue}>
{formatDecimal(vm.position.quantity)}
</Text>
</div>
<div>
<Text size="sm" c="dimmed">
{t("stock.value")}
</Text>
<Text className={classes.metricValue}>
{formatMoney(vm.position.currentValue)}
</Text>
</div>
<div>
<Text size="sm" c="dimmed">
{t("stock.average")}
</Text>
<Text className={classes.metricValue}>
{formatMoney(vm.position.averagePurchasePrice)}
</Text>
</div>
<div>
<Text size="sm" c="dimmed">
{t("stock.openReturn")}
</Text>
<Text
className={classes.metricValue}
c={
vm.position.absoluteReturn?.value.startsWith("-")
? "red.8"
: "green.8"
}
>
{formatMoney(vm.position.absoluteReturn)}
</Text>
{vm.position.returnPercent !== null ? (
<Text size="sm">
{formatDecimal(vm.position.returnPercent)} %
</Text>
) : null}
</div>
</div>
<Text size="xs" c="dimmed">
{t("stock.openReturnNote")}
</Text>
<div>
{vm.position.accounts.map((account) => (
<div className={classes.accountRow} key={account.account?.id}>
{account.account ? (
<Anchor
component={Link}
to={`/accounts/${encodeURIComponent(account.account.id)}`}
>
{account.account.name}
</Anchor>
) : (
<Text>{t("stock.portfolio")}</Text>
)}
<div>
<Text size="xs" c="dimmed">
{t("stock.quantity")}
</Text>
<Text>{formatDecimal(account.quantity)}</Text>
</div>
<div>
<Text size="xs" c="dimmed">
{t("stock.average")}
</Text>
<Text>{formatMoney(account.averagePurchasePrice)}</Text>
</div>
<div>
<Text size="xs" c="dimmed">
{t("stock.value")}
</Text>
<Text>{formatMoney(account.currentValue)}</Text>
</div>
<div>
<Text size="xs" c="dimmed">
{t("stock.openReturn")}
</Text>
<Text
c={
account.absoluteReturn?.value.startsWith("-")
? "red.8"
: undefined
}
>
{formatMoney(account.absoluteReturn)}
</Text>
{account.returnPercent !== null ? (
<Text size="xs">
{formatDecimal(account.returnPercent)} %
</Text>
) : null}
</div>
</div>
))}
</div>
<Text size="xs" c="dimmed">
{t("stock.snapshotAt", {
date: formatSnapshotTime(vm.position.observedAt),
})}
</Text>
</Stack>
) : null}
</StockSection>
);
};
export { StockPosition };
@@ -0,0 +1,73 @@
import {
Alert,
Button,
Group,
Paper,
Skeleton,
Stack,
Text,
Title,
} from "@mantine/core";
import type { FC, PropsWithChildren, ReactNode } from "react";
import { useTranslation } from "react-i18next";
import { LoadingSkeleton } from "@/shared/ui";
import classes from "../StockPage.module.css";
import type { SectionState } from "../StockPage.vm";
type StockSectionProps = PropsWithChildren<{
title: string;
state: SectionState;
controls?: ReactNode;
large?: boolean;
embedded?: boolean;
}>;
const StockSection: FC<StockSectionProps> = (props) => {
const { t } = useTranslation();
return (
<Paper
component="section"
className={props.embedded ? classes.embeddedSection : classes.section}
withBorder={!props.embedded}
>
<Group justify="space-between" mb="md">
<Title order={2} size="h3">
{props.title}
</Title>
{props.controls}
</Group>
{props.state.refreshing ? (
<Text role="status" size="xs" c="dimmed">
{t("accounts.refreshing")}
</Text>
) : null}
{props.state.error ? (
<Alert color="orange" mb="sm" role="alert">
<Group justify="space-between">
<Text size="sm">
{props.state.hasData
? t("accounts.refreshError")
: t("stock.sectionError")}
</Text>
<Button size="xs" variant="default" onClick={props.state.retry}>
{t("accounts.retry")}
</Button>
</Group>
</Alert>
) : null}
{props.state.loading ? (
<LoadingSkeleton
label={t("stock.loadingSection", { section: props.title })}
>
<Stack>
<Skeleton h={props.large ? 280 : 65} />
<Skeleton h={14} w="60%" />
</Stack>
</LoadingSkeleton>
) : (
props.children
)}
</Paper>
);
};
export { StockSection };