feat: group all-account rows by instrument and day (WealthLedger/main#47) (#126)
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This commit was merged in pull request #126.
This commit is contained in:
2026-10-30 07:28:19 +03:00
parent 6792f5b70a
commit 71126c91f0
40 changed files with 1564 additions and 102 deletions
@@ -100,7 +100,10 @@ function money(currency: string, value: string) {
return { currency, value };
}
function renderPage(search = "from=2026-08-01&to=2026-08-27") {
function renderPage(
search = "from=2026-08-01&to=2026-08-27",
accountId = "account-1",
) {
configureAuthClient({
accessToken: () => "token",
clear: vi.fn(),
@@ -113,7 +116,7 @@ function renderPage(search = "from=2026-08-01&to=2026-08-27") {
<DatesProvider settings={{ locale: "ru" }}>
<QueryClientProvider client={queryClient}>
<MemoryRouter
initialEntries={[`/accounts/account-1/income?${search}`]}
initialEntries={[`/accounts/${accountId}/income?${search}`]}
>
<LocationProbe />
@@ -680,4 +683,110 @@ describe("income period and snapshot boundary", () => {
expect(screen.queryByText(/Итого:|Выплат:/)).not.toBeInTheDocument();
expect(screen.queryByRole("button")).not.toBeInTheDocument();
});
it("groups all-account payouts by instrument with an exact total", async () => {
server.use(
http.get(
"*/api/v1/brokerage-accounts/:accountId/income-analytics",
() => HttpResponse.json(resource({
...analytics,
accountId: "all",
entries: [
{
...entry(),
account: { id: "broker", name: "Брокерский" },
payment: money("RUB", "10"),
},
{
...entry(),
account: { id: "iis", name: "ИИС" },
id: "coupon-2",
payment: money("RUB", "20"),
},
],
})),
),
);
renderPage(undefined, "all");
expect(await screen.findByText("Купон · BOND")).toBeInTheDocument();
expect(screen.getByText("+30 ₽")).toBeInTheDocument();
const accounts = within(screen.getByRole("list", {
name: /Купон · BOND, Исполнено/,
}));
expect(accounts.getByText("Брокерский")).toBeInTheDocument();
expect(accounts.getByText("ИИС")).toBeInTheDocument();
expect(accounts.queryByRole("link")).not.toBeInTheDocument();
});
it("keeps repeated payout ids inside one group as separate cards", async () => {
server.use(
http.get(
"*/api/v1/brokerage-accounts/:accountId/income-analytics",
() => HttpResponse.json(resource({
...analytics,
accountId: "all",
entries: [
{
...entry(),
account: { id: "broker", name: "Брокерский" },
payment: money("RUB", "10"),
},
{
...entry(),
account: { id: "iis", name: "ИИС" },
payment: money("RUB", "20"),
},
],
})),
),
);
renderPage(undefined, "all");
expect(await screen.findByText("+30 ₽")).toBeInTheDocument();
const accounts = within(screen.getByRole("list", {
name: /Купон · BOND/,
}));
expect(accounts.getAllByRole("listitem")).toHaveLength(2);
});
it("shows the group total after completeness changes to complete", async () => {
let completeness: "complete" | "incomplete" = "incomplete";
const entries = [
{
...entry(),
account: { id: "broker", name: "Брокерский" },
payment: money("RUB", "10"),
},
{
...entry(),
account: { id: "iis", name: "ИИС" },
id: "coupon-2",
payment: money("RUB", "20"),
},
];
server.use(
http.get(
"*/api/v1/brokerage-accounts/:accountId/income-analytics",
() => HttpResponse.json(
resource({ ...analytics, accountId: "all", entries }, { completeness }),
),
),
);
const view = renderPage(undefined, "all");
await screen.findByText("Купон · BOND");
expect(screen.queryByText("+30 ₽")).not.toBeInTheDocument();
view.unmount();
completeness = "complete";
renderPage(undefined, "all");
expect(await screen.findByText("+30 ₽")).toBeInTheDocument();
});
});
@@ -31,6 +31,7 @@ type AccountIncomePageViewModel
onSubmit: (values: IncomeForm) => void;
partial?: boolean;
state: "loaded";
totalVisible: boolean;
}
| {
period: IncomePeriod;
@@ -116,6 +117,7 @@ const useAccountIncomePageViewModel = (): AccountIncomePageViewModel => {
onSubmit,
partial: analytics.meta?.completeness === "incomplete",
state: "loaded",
totalVisible: analytics.meta?.completeness === "complete",
};
};
@@ -53,7 +53,11 @@ const AccountIncomePageLoaded: FC<LoadedProps> = (props) => {
<Alert color="blue">{t("income.taxBoundary")}</Alert>
<IncomePayments entries={display.entries} />
<IncomePayments
allAccounts={props.analytics.accountId === "all"}
entries={display.entries}
totalVisible={props.totalVisible}
/>
</Stack>
);
};
@@ -3,13 +3,22 @@ import type { FC } from "react";
import { Stack, Title } from "@mantine/core";
import { useTranslation } from "react-i18next";
import { LedgerEntryRow } from "@/entities/broker-operation";
import {
brokerageOperationGroupKey,
LedgerEntryRow,
OperationGroup,
} from "@/entities/broker-operation";
import { groupItems } from "@/shared/lib";
import type { IncomeDisplayModel } from "../../../model/display";
import classes from "../AccountIncomePage.module.css";
type IncomePaymentsProps = { entries: IncomeDisplayModel["entries"] };
type IncomePaymentsProps = {
allAccounts?: boolean;
entries: IncomeDisplayModel["entries"];
totalVisible?: boolean;
};
const IncomePayments: FC<IncomePaymentsProps> = (props) => {
const { t } = useTranslation();
@@ -19,11 +28,24 @@ const IncomePayments: FC<IncomePaymentsProps> = (props) => {
<Title order={2}>{t("income.payments")}</Title>
<Stack className={classes.entries} component="ul" gap="sm">
{props.entries.map(({ key, operation }) => (
<li key={key}>
<LedgerEntryRow operation={operation} wrap />
</li>
))}
{groupItems(
props.entries,
entry => props.allAccounts
? brokerageOperationGroupKey(entry.operation)
: null,
).map(entry => entry.type === "group"
? (
<OperationGroup
entries={entry.items}
key={entry.key}
totalVisible={props.totalVisible === true}
/>
)
: (
<li key={entry.item.key}>
<LedgerEntryRow operation={entry.item.operation} wrap />
</li>
))}
</Stack>
</Stack>
);