feat(account): add concentration tab with top-5 slices and chart (WealthLedger/main#48) (#127)
This commit was merged in pull request #127.
This commit is contained in:
@@ -18,6 +18,7 @@ import { formatMoney } from "@/shared/lib";
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import { SourceSyncStatus } from "@/shared/ui";
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import { PortfolioStructure } from "@/widgets/portfolio-structure";
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import type { Concentration as ConcentrationModel, Slice } from "../../../model/concentration";
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import type { AccountPagePositionSection } from "../../../model/positions";
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import type {
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AccountPageIncomeSummary,
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@@ -27,6 +28,7 @@ import type {
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import classes from "../AccountPage.module.css";
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import { AccountHeading } from "./AccountHeading.view";
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import { Concentration } from "./Concentration/Concentration.view";
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import { CurrencyCards } from "./CurrencyCards/CurrencyCards.view";
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import { IncomeSummary } from "./IncomeSummary.view";
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import { PositionSection } from "./PositionSection.view";
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@@ -35,19 +37,29 @@ import { RecentOperations } from "./RecentOperations.view";
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type AccountPageLoadedProps = {
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account?: BrokerageAccount;
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accountId?: string;
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concentration: ConcentrationModel | null;
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currency: null | string;
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incomeSummary?: AccountPageIncomeSummary;
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onCurrencyChange: (currency: null | string) => void;
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onSliceChange: (slice: Slice) => void;
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onTabChange: (tab: null | string) => void;
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partial?: boolean;
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portfolio: Portfolio;
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positionSections: AccountPagePositionSection[];
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recentEvents: AccountPageRecentEvents;
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recentOperations: AccountPageRecentOperations;
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slice: Slice;
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source?: InvestmentResourceMeta;
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tab: string;
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unrealizedReturns: Portfolio["totalsByCurrency"];
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};
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const AccountPageLoaded: FC<AccountPageLoadedProps> = (props) => {
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const { t } = useTranslation();
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const [filter, setFilter] = useState<string>();
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const tab = props.tab;
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const onTabChange = props.onTabChange;
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const activeSection = props.positionSections.find(
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section => section.kind === filter,
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@@ -75,7 +87,9 @@ const AccountPageLoaded: FC<AccountPageLoadedProps> = (props) => {
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/>
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{props.partial
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? <Alert role="status">{t("investment.partial")}</Alert>
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? tab !== "concentration" && (
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<Alert role="status">{t("investment.partial")}</Alert>
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)
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: <CurrencyCards amounts={props.portfolio.totalsByCurrency} />}
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{!props.partial && props.unrealizedReturns.length > 0 && (
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@@ -107,14 +121,21 @@ const AccountPageLoaded: FC<AccountPageLoadedProps> = (props) => {
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<Tabs
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classNames={{ list: classes.tabsList }}
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defaultValue="positions"
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keepMounted={false}
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onChange={onTabChange}
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value={tab}
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>
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<Tabs.List aria-label={t("portfolio.sections")} mb="md">
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<Tabs.Tab value="positions">
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{t("portfolio.tabs.positions")}
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</Tabs.Tab>
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{props.accountId !== "all" && (
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<Tabs.Tab value="concentration">
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{t("portfolio.concentration.title")}
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</Tabs.Tab>
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)}
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<Tabs.Tab value="cash">{t("portfolio.tabs.cash")}</Tabs.Tab>
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<Tabs.Tab value="operations">
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@@ -143,6 +164,22 @@ const AccountPageLoaded: FC<AccountPageLoadedProps> = (props) => {
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</Stack>
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</Tabs.Panel>
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{props.accountId !== "all" && (
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<Tabs.Panel value="concentration">
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{props.concentration && (
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<Concentration
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currency={props.currency}
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key={`${props.slice}-${props.currency}`}
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model={props.concentration}
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onCurrencyChange={props.onCurrencyChange}
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onSliceChange={props.onSliceChange}
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partial={!!props.partial}
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slice={props.slice}
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/>
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)}
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</Tabs.Panel>
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)}
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<Tabs.Panel value="cash">
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<CurrencyCards amounts={props.portfolio.cashBalances} />
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</Tabs.Panel>
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