feat: group all-account rows by instrument and day (WealthLedger/main#47) (#126)
This commit was merged in pull request #126.
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@@ -11,6 +11,7 @@ import { http, HttpResponse } from "msw";
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import { MemoryRouter, Route, Routes } from "react-router";
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import { describe, expect, it, vi } from "vitest";
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import type { BrokerageOperation } from "@/entities/broker-operation";
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import type { BrokerageEvent } from "@/entities/brokerage-event";
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import { type Portfolio, portfolioQueryOptions } from "@/entities/portfolio";
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@@ -1084,4 +1085,72 @@ describe("AccountPage states", () => {
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expect(screen.queryByRole("region", { name: "Нереализованный результат" }))
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.not.toBeInTheDocument();
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});
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it("groups overview items only after the existing five-item limits", async () => {
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const operations = Array.from({ length: 6 }, (_, index) => ({
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account: { id: `account-${index}`, name: `Счёт ${index + 1}` },
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accruedInterest: null,
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category: "income",
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commission: null,
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description: "Купон",
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figi: "FIGI",
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id: `operation-${index}`,
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instrumentType: "bond",
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instrumentUid: "UID",
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logoName: null,
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occurredAt: "2026-08-14T10:00:00Z",
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payment: { currency: "RUB", value: "100" },
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price: null,
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quantity: null,
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ticker: "BOND",
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type: "OPERATION_TYPE_COUPON",
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})) satisfies BrokerageOperation[];
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const events = Array.from({ length: 6 }, (_, index) => ({
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account: { id: `account-${index}`, name: `Счёт ${index + 1}` },
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date: "2026-08-20",
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dateKind: "event",
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displayName: "ОФЗ 26238",
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figi: "FIGI",
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instrumentUid: "UID",
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isin: "RU000A0JX0J2",
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logoName: null,
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projectedAmount: { currency: "RUB", value: "100" },
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ticker: "OFZ",
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type: "coupon",
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})) satisfies BrokerageEvent[];
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server.use(
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http.get("*/api/v1/brokerage-accounts/:accountId/operations", () =>
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HttpResponse.json(resource({
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accountId: "all",
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hasNext: true,
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items: operations.slice(0, 5),
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nextCursor: "next",
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}))),
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http.get("*/api/v1/brokerage-accounts/:accountId/events", () =>
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HttpResponse.json(resource({
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accountId: "all",
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calculatedAt: "2026-08-14T00:00:00Z",
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events,
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}))),
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);
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renderAccountRoute(createTestQueryClient(), "all");
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await screen.findByRole("heading", { level: 1, name: "Все счета" });
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const operationGroup = screen.getByRole("list", {
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name: /Купон · BOND, Исполнено/,
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});
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expect(screen.getByText("+500 ₽")).toBeInTheDocument();
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expect(within(operationGroup).getAllByRole("listitem")).toHaveLength(5);
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expect(within(operationGroup).queryByRole("link")).not.toBeInTheDocument();
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const eventGroup = screen.getByRole("list", {
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name: /Купон · ОФЗ 26238, 20\.08\.2026, 500 ₽/,
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});
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expect(screen.getAllByText("500 ₽").length).toBeGreaterThan(0);
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expect(within(eventGroup).getAllByRole("listitem")).toHaveLength(5);
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});
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});
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@@ -46,9 +46,15 @@ const AccountPageEmpty: FC<AccountPageEmptyProps> = (props) => {
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structure={{ currencies: [], unvaluedCategories: [] }}
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/>
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<RecentOperations operations={props.recentOperations} />
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<RecentOperations
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allAccounts={props.accountId === "all"}
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operations={props.recentOperations}
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/>
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<BrokerageEventsPreview events={props.recentEvents} />
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<BrokerageEventsPreview
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allAccounts={props.accountId === "all"}
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events={props.recentEvents}
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/>
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{!!props.incomeSummary && <IncomeSummary {...props.incomeSummary} />}
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</Stack>
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@@ -149,6 +149,7 @@ const AccountPageLoaded: FC<AccountPageLoadedProps> = (props) => {
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<Tabs.Panel value="operations">
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<RecentOperations
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allAccounts={props.accountId === "all"}
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moreLabel={t("portfolio.more")}
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operations={props.recentOperations}
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/>
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@@ -156,6 +157,7 @@ const AccountPageLoaded: FC<AccountPageLoadedProps> = (props) => {
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<Tabs.Panel value="events">
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<BrokerageEventsPreview
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allAccounts={props.accountId === "all"}
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events={props.recentEvents}
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moreLabel={t("portfolio.more")}
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/>
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@@ -5,11 +5,17 @@ import { LoadingSkeleton } from "@wealthledger/ui";
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import { useTranslation } from "react-i18next";
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import { Link } from "react-router";
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import { LedgerEntryRow } from "@/entities/broker-operation";
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import {
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brokerageOperationGroupKey,
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LedgerEntryRow,
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OperationGroup,
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} from "@/entities/broker-operation";
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import { groupItems } from "@/shared/lib";
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import type { AccountPageRecentOperations } from "../../../model/previews";
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type RecentOperationsProps = {
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allAccounts?: boolean;
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moreLabel?: string;
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operations: AccountPageRecentOperations;
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};
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@@ -32,17 +38,41 @@ const RecentOperations: FC<RecentOperationsProps> = (props) => {
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{operations.state === "partial" && <Text role="status">{t("investment.partial")}</Text>}
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{(operations.state === "loaded" || operations.state === "partial")
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&& operations.items.map(operation => (
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<LedgerEntryRow
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key={JSON.stringify([
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operation.account?.id,
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operation.id,
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operation.logoName,
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])}
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operation={operation}
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/>
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))}
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{(operations.state === "loaded" || operations.state === "partial") && (
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<Stack
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component="ul"
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gap="sm"
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m={0}
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p={0}
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style={{ listStyle: "none" }}
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>
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{groupItems(
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operations.items.map(operation => ({
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key: JSON.stringify([
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operation.account?.id,
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operation.id,
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operation.logoName,
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]),
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operation,
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})),
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entry => props.allAccounts
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? brokerageOperationGroupKey(entry.operation)
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: null,
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).map(entry => entry.type === "group"
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? (
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<OperationGroup
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entries={entry.items}
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key={entry.key}
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totalVisible={operations.totalVisible === true}
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/>
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)
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: (
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<li key={entry.item.key}>
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<LedgerEntryRow operation={entry.item.operation} />
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</li>
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))}
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</Stack>
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)}
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<Button component={Link} to={operations.to} variant="subtle">
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{props.moreLabel ?? t("ledger.open")}
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