feat: replace account page accordion with tabs and show open position result (#112)
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This commit is contained in:
2026-10-26 20:01:26 +03:00
parent 1a92f023c1
commit 8fb7270575
18 changed files with 620 additions and 134 deletions
+10 -8
View File
@@ -303,14 +303,16 @@ describe("All accounts routes", () => {
"href",
`/accounts/${account.id}`,
);
for (const suffix of ["operations", "income", "events"])
expect(
screen
.getAllByRole("link")
.find(
link => link.getAttribute("href") === `/accounts/all/${suffix}`,
),
).toBeInTheDocument();
for (const [suffix, tab] of [
["operations", "Операции"],
["income", "Доход"],
["events", "События"],
]) {
fireEvent.click(screen.getByRole("tab", { name: tab }));
expect(screen.getByRole("link", { name: "Подробнее" }))
.toHaveAttribute("href", `/accounts/all/${suffix}`);
}
});
it("switches accounts within operations with applied filters and a fresh cursor", async () => {
@@ -12,6 +12,7 @@ import { BrokerageEventCard } from "../BrokerageEventCard";
type BrokerageEventsPreviewProps = {
events: BrokerageEventsPreviewState;
moreLabel?: string;
};
type BrokerageEventsPreviewState
@@ -51,7 +52,7 @@ const BrokerageEventsPreview: FC<BrokerageEventsPreviewProps> = (props) => {
))}
<Button component={Link} to={events.to} variant="subtle">
{t("events.open")}
{props.moreLabel ?? t("events.open")}
</Button>
</Stack>
);
+120 -1
View File
@@ -2,9 +2,19 @@ import { describe, expect, it } from "vitest";
import type { Portfolio } from "@/entities/portfolio";
import { toAccountPagePositionSections } from "./positions";
import {
formatPositionReturnPercent,
toAccountPagePositionSections,
toUnrealizedReturns,
} from "./positions";
import { portfolio, position, second } from "./positions.fixtures";
function makePosition(
overrides: Partial<Portfolio["positions"][number]>,
): Portfolio["positions"][number] {
return { ...position, ...overrides };
}
function sections(positions: Portfolio["positions"]) {
return toAccountPagePositionSections({
...portfolio,
@@ -82,6 +92,7 @@ describe("account position sections", () => {
{
displayName: "Акция",
logoSrc: "https://invest-brands.cdn-tinkoff.ru/akciyax160.png",
returnPercent: null,
returnText: "+10 ₽",
returnTone: "positive",
shareText: "66,7 %",
@@ -95,6 +106,7 @@ describe("account position sections", () => {
{
displayName: "Облигация",
logoSrc: null,
returnPercent: "-11.111111",
returnText: "-5 ₽",
returnTone: "negative",
shareText: "33,3 %",
@@ -107,6 +119,7 @@ describe("account position sections", () => {
{
displayName: "Фонд",
logoSrc: null,
returnPercent: null,
returnText: null,
returnTone: undefined,
shareText: null,
@@ -187,3 +200,109 @@ describe("account position sections", () => {
expect(source).toEqual(before);
});
});
describe("account position returns", () => {
it.each([
{
absoluteReturn: { currency: "RUB", value: "25" },
averagePurchasePrice: { currency: "RUB", value: "280" },
expected: "7.142857",
name: "gain",
quantity: "1.25",
type: "STOCK",
},
{
absoluteReturn: { currency: "RUB", value: "-25" },
averagePurchasePrice: { currency: "RUB", value: "280" },
expected: "-7.142857",
name: "loss",
quantity: "1.25",
type: "STOCK",
},
{
absoluteReturn: { currency: "RUB", value: "-5" },
averagePurchasePrice: { currency: "RUB", value: "45" },
expected: "-11.111111",
name: "bond without accrued interest",
quantity: "1",
type: "BOND",
},
] as const)("calculates $name from the clean purchase cost", (testCase) => {
const result = sections([makePosition({
absoluteReturn: testCase.absoluteReturn,
averagePurchasePrice: testCase.averagePurchasePrice,
quantity: testCase.quantity,
type: testCase.type,
})]);
expect(result[0]?.groups[0]?.positions[0].returnPercent)
.toBe(testCase.expected);
});
it.each([
{ name: "zero quantity", overrides: { quantity: "0" } },
{ name: "negative quantity", overrides: { quantity: "-1" } },
{ name: "missing average price", overrides: { averagePurchasePrice: null } },
{
name: "currency mismatch",
overrides: { averagePurchasePrice: { currency: "USD", value: "280" } },
},
{ name: "zero cost", overrides: { averagePurchasePrice: { currency: "RUB", value: "0" } } },
])("returns null for $name", ({ overrides }) => {
const result = sections([makePosition({
absoluteReturn: { currency: "RUB", value: "25" },
averagePurchasePrice: { currency: "RUB", value: "280" },
quantity: "1.25",
...overrides,
})]);
expect(result[0]?.groups[0]?.positions[0].returnPercent).toBeNull();
});
it.each([
{ absoluteReturn: "1", expected: "0.000001" },
{ absoluteReturn: "-1", expected: "-0.000001" },
])("rounds an exact half away from zero for $absoluteReturn", (testCase) => {
const result = sections([makePosition({
absoluteReturn: { currency: "RUB", value: testCase.absoluteReturn },
averagePurchasePrice: { currency: "RUB", value: "200000000" },
quantity: "1",
})]);
expect(result[0]?.groups[0]?.positions[0].returnPercent)
.toBe(testCase.expected);
});
it.each([
{ expected: "+1.01", value: "1.005" },
{ expected: "-1.01", value: "-1.005" },
])("formats $value for display with a sign and two decimals", (testCase) => {
expect(formatPositionReturnPercent(testCase.value)).toBe(testCase.expected);
});
it("sums complete unrealized returns by currency", () => {
const result = toUnrealizedReturns([
makePosition({ absoluteReturn: { currency: "RUB", value: "0.1" } }),
makePosition({ absoluteReturn: { currency: "RUB", value: "0.2" } }),
makePosition({ absoluteReturn: { currency: "USD", value: "-2.5" } }),
]);
expect(result).toEqual([
{ currency: "RUB", value: "0.3" },
{ currency: "USD", value: "-2.5" },
]);
});
it("omits only currencies with incomplete returns", () => {
const result = toUnrealizedReturns([
makePosition({ absoluteReturn: { currency: "RUB", value: "10" } }),
makePosition({
absoluteReturn: null,
currentValue: { currency: "RUB", value: "100" },
}),
makePosition({ absoluteReturn: { currency: "USD", value: "2" } }),
]);
expect(result).toEqual([{ currency: "USD", value: "2" }]);
});
});
+149
View File
@@ -4,6 +4,7 @@ import { formatMoney, instrumentLogoUrl } from "@/shared/lib";
type AccountPagePosition = Portfolio["positions"][number] & {
instrumentTo?: string;
logoSrc: null | string;
returnPercent: null | string;
returnText: null | string;
returnTone?: AccountPageReturnTone;
shareText: null | string;
@@ -21,10 +22,73 @@ type AccountPagePositionSection = {
type AccountPageReturnTone = "negative" | "positive";
type Decimal = { scale: number; value: bigint };
type Money = NonNullable<Portfolio["positions"][number]["absoluteReturn"]>;
type PositionSectionKind = "bonds"
| "other"
| "stocks";
const RADIX = 10n;
const DECIMAL_PARTS = 2;
const PERCENT_SCALE = 6;
const DISPLAY_PERCENT_SCALE = 2;
const PERCENT_FACTOR = 100n;
const ROUNDING_FACTOR = 2n;
function decimalFromString(value: string): Decimal {
const [whole = "0", fraction = ""] = value.split(".", DECIMAL_PARTS);
return { scale: fraction.length, value: BigInt(`${whole}${fraction}`) };
}
function decimalToString(decimal: Decimal): string {
const sign = decimal.value < 0n ? "-" : "";
const digits = (decimal.value < 0n ? -decimal.value : decimal.value)
.toString()
.padStart(decimal.scale + 1, "0");
const whole = decimal.scale
? digits.slice(0, -decimal.scale)
: digits;
let fraction = decimal.scale ? digits.slice(-decimal.scale) : "";
while (fraction.endsWith("0")) fraction = fraction.slice(0, -1);
const suffix = fraction ? `.${fraction}` : "";
return `${sign}${whole}${suffix}`;
}
function formatPositionReturnPercent(value: string): string {
const decimal = decimalFromString(value);
let rounded = decimal.value;
if (decimal.scale > DISPLAY_PERCENT_SCALE) {
const divisor = RADIX ** BigInt(decimal.scale - DISPLAY_PERCENT_SCALE);
const remainder = rounded % divisor;
const absoluteRemainder = remainder < 0n ? -remainder : remainder;
rounded /= divisor;
if (absoluteRemainder * ROUNDING_FACTOR >= divisor) {
rounded += decimal.value < 0n ? -1n : 1n;
}
}
else {
rounded *= RADIX ** BigInt(DISPLAY_PERCENT_SCALE - decimal.scale);
}
const sign = rounded > 0n ? "+" : "";
return `${sign}${decimalToString({
scale: DISPLAY_PERCENT_SCALE,
value: rounded,
})}`;
}
function groupPositions(
positions: AccountPagePosition[],
): AccountPagePositionGroup[] {
@@ -67,6 +131,53 @@ function positionIdentity(position: AccountPagePosition) {
return position.isin?.trim() ? ["isin", position.isin.trim()] : undefined;
}
function returnPercent(
position: Portfolio["positions"][number],
): null | string {
const result = position.absoluteReturn;
const price = position.averagePurchasePrice;
if (!result || !price || result.currency !== price.currency) return null;
const quantity = decimalFromString(position.quantity);
const purchasePrice = decimalFromString(price.value);
const cost = {
scale: quantity.scale + purchasePrice.scale,
value: quantity.value * purchasePrice.value,
};
if (quantity.value <= 0n || cost.value <= 0n) return null;
const absoluteReturn = decimalFromString(result.value);
const numerator = absoluteReturn.value * PERCENT_FACTOR
* RADIX ** BigInt(cost.scale + PERCENT_SCALE);
const denominator = cost.value * RADIX ** BigInt(absoluteReturn.scale);
const remainder = numerator % denominator;
const isRoundsUp = (remainder < 0n ? -remainder : remainder) * ROUNDING_FACTOR
>= denominator;
const rounding = isRoundsUp ? 1n : 0n;
const signedRounding = numerator < 0n ? -rounding : rounding;
const rounded = numerator / denominator + signedRounding;
return decimalToString({ scale: PERCENT_SCALE, value: rounded });
}
function sumDecimals(values: Decimal[]): Decimal {
const scale = Math.max(...values.map(value => value.scale));
const sum = values.reduce(
(total, value) => total
+ value.value * RADIX ** BigInt(scale - value.scale),
0n,
);
return { scale, value: sum };
}
function toAccountPagePositionSections(
portfolio: Portfolio,
): AccountPagePositionSection[] {
@@ -120,6 +231,7 @@ function toPosition(
logoSrc: isExpanded
? instrumentLogoUrl(position.logoName)
: null,
returnPercent: returnPercent(position),
returnText: position.absoluteReturn
? `${returnPrefix}${formatMoney(position.absoluteReturn)}`
: null,
@@ -162,9 +274,46 @@ function toSection(
};
}
function toUnrealizedReturns(
positions: Portfolio["positions"],
): Money[] {
const totals = new Map<string, {
complete: boolean;
values: Decimal[];
}>();
for (const position of positions) {
const currencies = position.absoluteReturn
? [position.absoluteReturn.currency]
: [...new Set([
position.averagePurchasePrice?.currency,
position.currentValue?.currency,
].filter((currency): currency is string => !!currency))];
for (const currency of currencies) {
const total = totals.get(currency) ?? { complete: true, values: [] };
if (position.absoluteReturn) {
total.values.push(decimalFromString(position.absoluteReturn.value));
}
else {
total.complete = false;
}
totals.set(currency, total);
}
}
return [...totals].flatMap(([currency, total]) => total.complete
? [{ currency, value: decimalToString(sumDecimals(total.values)) }]
: []);
}
export {
type AccountPagePosition,
type AccountPagePositionGroup,
type AccountPagePositionSection,
formatPositionReturnPercent,
toAccountPagePositionSections,
toUnrealizedReturns,
};
@@ -98,21 +98,13 @@
font-family: var(--mantine-font-family-monospace);
}
.accordionControl {
transition:
background-color 150ms ease,
color 150ms ease;
.tabsList {
flex-wrap: nowrap;
overflow-x: auto;
}
.accordionLabel {
font-size: var(--mantine-h2-font-size);
font-weight: var(--mantine-h2-font-weight);
line-height: var(--mantine-h2-line-height);
}
.accordionPanel {
padding-left: 0;
padding-right: 0;
.positionFilter {
overflow-x: auto;
}
.accountPositions {
@@ -1,6 +1,7 @@
import { MantineProvider } from "@mantine/core";
import { type QueryClient, QueryClientProvider } from "@tanstack/react-query";
import {
fireEvent,
render,
screen,
waitFor,
@@ -23,7 +24,10 @@ import type {
AccountPageRecentOperations,
} from "../../model/previews";
import { toAccountPagePositionSections } from "../../model/positions";
import {
toAccountPagePositionSections,
toUnrealizedReturns,
} from "../../model/positions";
import { AccountPage } from "./AccountPage";
import { AccountPageEmpty } from "./components/AccountPageEmpty.view";
import { AccountPageError } from "./components/AccountPageError.view";
@@ -142,6 +146,7 @@ function loadedProps(nextPortfolio: Portfolio = portfolio) {
positionSections: toAccountPagePositionSections(nextPortfolio),
recentEvents: emptyRecentEvents,
recentOperations: emptyRecentOperations,
unrealizedReturns: toUnrealizedReturns(nextPortfolio.positions),
};
}
@@ -246,7 +251,7 @@ describe("AccountPage states", () => {
).toHaveTextContent("Данные о структуре портфеля пока недоступны.");
expect(
screen.getAllByRole("definition").map(node => node.textContent),
).toEqual(["1 234,5 ₽", "0,5 $"]);
).toEqual(["1 234,5 ₽"]);
});
it("keeps initial placeholders decorative without amounts or focus targets", () => {
const { container } = renderPage(<AccountPageLoading />);
@@ -309,8 +314,10 @@ describe("AccountPage states", () => {
/>,
);
fireEvent.click(screen.getByRole("tab", { name: "Деньги" }));
const balances = within(
screen.getByRole("region", { name: "Денежные остатки" }),
screen.getByRole("tabpanel", { name: "Деньги" }),
);
expect(
@@ -318,7 +325,12 @@ describe("AccountPage states", () => {
).toEqual(["234,500000000000000001 ₽", "-0,5 $", "3,00 XYZ"]);
expect(
screen.getAllByRole("definition").map(node => node.textContent),
).toEqual(["1 234,5 ₽", "234,500000000000000001 ₽", "-0,5 $", "3,00 XYZ"]);
).toEqual([
"1 234,5 ₽",
"234,500000000000000001 ₽",
"-0,5 $",
"3,00 XYZ",
]);
expect(screen.queryByText("Торгуемая валюта")).not.toBeInTheDocument();
expect(
screen.queryByText(/полная оценка|общая стоимость/i),
@@ -341,6 +353,7 @@ describe("AccountPage states", () => {
);
renderAccountRoute(createTestQueryClient());
await screen.findByRole("heading", { level: 1, name: "Портфель" });
fireEvent.click(screen.getByRole("tab", { name: "Деньги" }));
expect(screen.getByRole("definition")).toHaveTextContent("0,5 $");
expect(screen.queryByText("Портфель пока пуст")).not.toBeInTheDocument();
},
@@ -381,9 +394,10 @@ describe("AccountPage states", () => {
).not.toBeInTheDocument();
expect(screen.queryByText("Торгуемая валюта")).not.toBeInTheDocument();
expect(screen.queryByText("Портфель пока пуст")).not.toBeInTheDocument();
fireEvent.click(screen.getByRole("tab", { name: "Деньги" }));
expect(
within(
screen.getByRole("region", { name: "Денежные остатки" }),
screen.getByRole("tabpanel", { name: "Деньги" }),
).queryByRole("definition"),
).not.toBeInTheDocument();
expect(
@@ -395,11 +409,25 @@ describe("AccountPage states", () => {
},
);
it("renders the empty state", () => {
renderPage(<AccountPageEmpty {...emptyProps()} />);
it("renders the empty state with self-descriptive preview links", () => {
renderPage(
<AccountPageEmpty
{...emptyProps()}
incomeSummary={{
state: "empty",
to: "/accounts/account-1/income",
}}
/>,
);
expect(
screen.getByRole("heading", { name: "Портфель пока пуст" }),
).toBeInTheDocument();
expect(screen.getByRole("link", { name: "Открыть журнал" }))
.toBeInTheDocument();
expect(screen.getByRole("link", { name: "Открыть будущие события" }))
.toBeInTheDocument();
expect(screen.getByRole("link", { name: "Открыть пассивный доход" }))
.toBeInTheDocument();
});
it("keeps a null portfolio envelope loading instead of an empty portfolio", async () => {
@@ -455,18 +483,22 @@ describe("AccountPage states", () => {
expect(screen.queryByText(/T-Bank временно недоступен/))
.not.toBeInTheDocument();
expect(screen.queryByText(/Данные получены/)).not.toBeInTheDocument();
expect(screen.getByRole("button", { name: "Акции" })).toBeInTheDocument();
expect(screen.getByRole("radio", { name: "Акции" })).toBeInTheDocument();
expect(
screen.getByRole("button", { name: "Облигации" }),
screen.getByRole("radio", { 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.getAllByRole<HTMLInputElement>("radio").map(radio => radio.value),
).toEqual(["stocks", "bonds"]);
expect(screen.getByText("Вторая")).toBeInTheDocument();
expect(screen.getByText("-1 ₽")).toBeInTheDocument();
expect(screen.getByRole("img", { name: "Вторая" })).toHaveAttribute(
"src",
"https://invest-brands.cdn-tinkoff.ru/vtorayax160.png",
);
fireEvent.click(screen.getByRole("radio", { name: "Облигации" }));
expect(screen.getByText("10 ₽")).toBeInTheDocument();
expect(screen.queryByText(/Доход:/)).not.toBeInTheDocument();
expect(
screen.getByText("Средняя цена: 11 ₽ · Доля: 100 %"),
@@ -475,10 +507,6 @@ describe("AccountPage states", () => {
screen.getByText("Количество: 1 · RU000A0JX0J2"),
).toBeInTheDocument();
expect(screen.queryByText("—")).not.toBeInTheDocument();
expect(screen.getByRole("img", { name: "Вторая" })).toHaveAttribute(
"src",
"https://invest-brands.cdn-tinkoff.ru/vtorayax160.png",
);
});
it.each(["STOCK", "BOND"] as const)(
@@ -515,8 +543,11 @@ describe("AccountPage states", () => {
expect(screen.getByText("Б")).toBeInTheDocument();
expect(screen.getByText("Н")).toBeInTheDocument();
expect(screen.getAllByRole("img")).toHaveLength(1);
for (const value of ["+3 ₽", "+2 ₽", "0 ₽"])
for (const value of ["+3 ₽", "+2 ₽", "0 ₽"]) {
expect(screen.getByText(value)).toBeInTheDocument();
}
expect(screen.queryByText(/Доход:/)).not.toBeInTheDocument();
},
);
@@ -564,6 +595,7 @@ describe("AccountPage states", () => {
expect(screen.queryByText("STOCK-ISIN")).not.toBeInTheDocument();
expect(screen.getByText("Количество: 2 · FALLBACK-ISIN"))
.toBeInTheDocument();
fireEvent.click(screen.getByRole("radio", { name: "Облигации" }));
expect(screen.getByText("Количество: 3 · BOND-ISIN"))
.toBeInTheDocument();
expect(screen.queryByText("OFZ")).not.toBeInTheDocument();
@@ -617,9 +649,11 @@ describe("AccountPage states", () => {
/>,
);
fireEvent.click(screen.getByRole("tab", { name: "Операции" }));
expect(
screen.getByText("Пока недоступно"),
).toBeInTheDocument();
fireEvent.click(screen.getByRole("tab", { name: "Позиции" }));
expect(screen.getByText("Вторая")).toBeInTheDocument();
});
@@ -654,6 +688,7 @@ describe("AccountPage states", () => {
/>,
);
fireEvent.click(screen.getByRole("tab", { name: "Операции" }));
expect(screen.getByText("Сделка")).toBeInTheDocument();
expect(screen.getByText("−12 ₽")).toBeInTheDocument();
});
@@ -707,7 +742,8 @@ describe("AccountPage states", () => {
/>,
);
const section = screen.getByRole("region", { name: "Будущие события" });
fireEvent.click(screen.getByRole("tab", { name: "События" }));
const section = screen.getByRole("tabpanel", { name: "События" });
const content = within(section);
const text = section.textContent ?? "";
@@ -734,7 +770,7 @@ describe("AccountPage states", () => {
expect(content.queryByText("Без движения денег")).not.toBeInTheDocument();
expect(content.queryByText(/^\+/)).not.toBeInTheDocument();
expect(
content.getByRole("link", { name: "Открыть будущие события" }),
content.getByRole("link", { name: "Подробнее" }),
).toHaveAttribute("href", "/accounts/account-1/events");
});
@@ -748,8 +784,10 @@ describe("AccountPage states", () => {
/>,
);
fireEvent.click(screen.getByRole("tab", { name: "События" }));
const content = within(
screen.getByRole("region", { name: "Будущие события" }),
screen.getByRole("tabpanel", { name: "События" }),
);
if (state === "loading") {
@@ -770,7 +808,7 @@ describe("AccountPage states", () => {
}
expect(
content.getByRole("link", { name: "Открыть будущие события" }),
content.getByRole("link", { name: "Подробнее" }),
).toHaveAttribute("href", "/accounts/account-1/events");
},
);
@@ -786,9 +824,11 @@ describe("AccountPage states", () => {
/>,
);
fireEvent.click(screen.getByRole("tab", { name: "События" }));
expect(
screen.getByText("Данные появятся здесь, когда чтение восстановится."),
).toBeInTheDocument();
fireEvent.click(screen.getByRole("tab", { name: "Позиции" }));
expect(screen.getByText("Вторая")).toBeInTheDocument();
});
@@ -857,7 +897,7 @@ describe("AccountPage states", () => {
expect(screen.getByText("Вторая")).toBeInTheDocument();
expect(
screen.getAllByRole("definition").map(node => node.textContent),
).toEqual(["1 234,5 ₽", "0,5 $"]);
).toEqual(["1 234,5 ₽"]);
expect(screen.queryByRole("button", { name: "Повторить" }))
.not.toBeInTheDocument();
void queryClient.invalidateQueries({
@@ -867,7 +907,7 @@ describe("AccountPage states", () => {
expect(structure).toHaveTextContent("10 ₽");
expect(
screen.getAllByRole("definition").map(node => node.textContent),
).toEqual(["1 234,5 ₽", "0,5 $"]);
).toEqual(["1 234,5 ₽"]);
resolveRetry?.(
HttpResponse.json(
resource(
@@ -886,7 +926,7 @@ describe("AccountPage states", () => {
await waitFor(() =>
expect(
screen.getAllByRole("definition").map(node => node.textContent),
).toEqual(["-0,5 $", "2,50 €"]),
).toEqual(["-0,5 $"]),
);
expect(screen.queryByText(/Данные получены/)).not.toBeInTheDocument();
expect(structure).not.toHaveTextContent("10 ₽");
@@ -928,7 +968,7 @@ describe("AccountPage states", () => {
expect(screen.getByText("Вторая")).toBeInTheDocument();
expect(
screen.getAllByRole("definition").map(node => node.textContent),
).toEqual(["1 234,5 ₽", "0,5 $"]);
).toEqual(["1 234,5 ₽"]);
expect(screen.queryByText(/Данные получены/)).not.toBeInTheDocument();
expect(
screen.queryByRole("status", { name: "Загрузка" }),
@@ -938,4 +978,96 @@ describe("AccountPage states", () => {
resolveRefresh?.(HttpResponse.json(resource(portfolio)));
});
it("opens positions by default and switches between local tabs", () => {
renderPage(<AccountPageLoaded {...loadedProps()} />);
expect(screen.getByRole("tab", { name: "Позиции" }))
.toHaveAttribute("aria-selected", "true");
expect(screen.getByText("Вторая")).toBeVisible();
fireEvent.click(screen.getByRole("tab", { name: "Деньги" }));
expect(screen.getByRole("tabpanel", { name: "Деньги" }))
.toBeVisible();
expect(screen.queryByText("Вторая")).not.toBeInTheDocument();
fireEvent.click(screen.getByRole("tab", { name: "Операции" }));
expect(screen.getByText("Последних событий пока нет.")).toBeVisible();
});
it("links operation, event and income previews to their detail pages", () => {
renderPage(
<AccountPageLoaded
{...loadedProps()}
incomeSummary={{
state: "empty",
to: "/accounts/account-1/income",
}}
/>,
);
for (const [tab, href] of [
["Операции", "/accounts/account-1/operations"],
["События", "/accounts/account-1/events"],
["Доход", "/accounts/account-1/income"],
]) {
fireEvent.click(screen.getByRole("tab", { name: tab }));
expect(screen.getByRole("link", { name: "Подробнее" }))
.toHaveAttribute("href", href);
}
});
it("filters positions by the kinds present in the portfolio", () => {
renderPage(<AccountPageLoaded {...loadedProps()} />);
expect(
screen.getAllByRole<HTMLInputElement>("radio").map(radio => radio.value),
).toEqual(["stocks", "bonds"]);
expect(screen.getByText("Вторая")).toBeVisible();
expect(screen.queryByText("Первая")).not.toBeInTheDocument();
fireEvent.click(screen.getByRole("radio", { name: "Облигации" }));
expect(screen.getByText("Первая")).toBeVisible();
expect(screen.queryByText("Вторая")).not.toBeInTheDocument();
});
it("hides the position filter when only one kind exists", () => {
renderPage(
<AccountPageLoaded
{...loadedProps({
...portfolio,
positions: [portfolio.positions[0]],
})}
/>,
);
expect(screen.queryByRole("radiogroup", { name: "Тип позиции" }))
.not.toBeInTheDocument();
});
it("hides unrealized returns for a partial portfolio", () => {
renderPage(<AccountPageLoaded {...loadedProps()} partial />);
expect(screen.queryByRole("region", { name: "Нереализованный результат" }))
.not.toBeInTheDocument();
});
it("omits an unrealized currency total when any return is incomplete", () => {
renderPage(
<AccountPageLoaded
{...loadedProps({
...portfolio,
positions: [
position({ absoluteReturn: { currency: "RUB", value: "10" } }),
position({
absoluteReturn: null,
currentValue: { currency: "RUB", value: "100" },
}),
],
})}
/>,
);
expect(screen.queryByRole("region", { name: "Нереализованный результат" }))
.not.toBeInTheDocument();
});
});
@@ -31,6 +31,7 @@ const AccountPage: FC = () => {
positionSections={viewModel.positionSections}
recentEvents={viewModel.recentEvents}
recentOperations={viewModel.recentOperations}
unrealizedReturns={viewModel.unrealizedReturns}
/>
);
};
@@ -20,6 +20,7 @@ import { useInitialAvailability } from "@/shared/lib";
import {
type AccountPagePositionSection,
toAccountPagePositionSections,
toUnrealizedReturns,
} from "../../model/positions";
import {
type AccountPageIncomeSummary,
@@ -48,6 +49,7 @@ type AccountPageLoadedViewModel = AccountPageContent & {
positionSections: AccountPagePositionSection[];
source?: InvestmentResourceMeta;
state: "loaded";
unrealizedReturns: Portfolio["totalsByCurrency"];
};
type AccountPageViewModel
@@ -133,6 +135,7 @@ function useAccountPageViewModel(): AccountPageViewModel {
recentOperations,
source: portfolio.meta,
state: "loaded" as const,
unrealizedReturns: toUnrealizedReturns(portfolio.data.positions),
};
}
@@ -1,6 +1,12 @@
import type { FC } from "react";
import { Accordion, Alert, Stack } from "@mantine/core";
import {
Alert,
Group,
SegmentedControl,
Stack,
Tabs,
Text,
} from "@mantine/core";
import { type FC, useState } from "react";
import { useTranslation } from "react-i18next";
import type { BrokerageAccount } from "@/entities/brokerage-account";
@@ -8,6 +14,7 @@ import type { Portfolio } from "@/entities/portfolio";
import type { InvestmentResourceMeta } from "@/shared/api";
import { BrokerageEventsPreview } from "@/entities/brokerage-event";
import { formatMoney } from "@/shared/lib";
import { SourceSyncStatus } from "@/shared/ui";
import { PortfolioStructure } from "@/widgets/portfolio-structure";
@@ -35,18 +42,27 @@ type AccountPageLoadedProps = {
recentEvents: AccountPageRecentEvents;
recentOperations: AccountPageRecentOperations;
source?: InvestmentResourceMeta;
unrealizedReturns: Portfolio["totalsByCurrency"];
};
const AccountPageLoaded: FC<AccountPageLoadedProps> = (props) => {
const { t } = useTranslation();
const [filter, setFilter] = useState<string>();
const defaultValue = [
...props.positionSections.map(section => section.kind),
"cash",
"recentOperations",
"recentEvents",
"incomeSummary",
];
const activeSection = props.positionSections.find(
section => section.kind === filter,
) ?? props.positionSections[0];
const positionKindLabels: Record<AccountPagePositionSection["kind"], string> = {
bonds: t("portfolio.positionKinds.bonds"),
other: t("portfolio.positionKinds.other"),
stocks: t("portfolio.positionKinds.stocks"),
};
const filterOptions = props.positionSections.map(section => ({
label: positionKindLabels[section.kind],
value: section.kind,
}));
return (
<Stack gap="lg">
@@ -62,6 +78,26 @@ const AccountPageLoaded: FC<AccountPageLoadedProps> = (props) => {
? <Alert role="status">{t("investment.partial")}</Alert>
: <CurrencyCards amounts={props.portfolio.totalsByCurrency} />}
{!props.partial && props.unrealizedReturns.length > 0 && (
<Stack
aria-label={t("portfolio.unrealizedResult")}
component="section"
gap={4}
>
<Text fw={600}>{t("portfolio.unrealizedResult")}</Text>
<Group gap="md">
{props.unrealizedReturns.map(total => (
<Text key={total.currency}>{formatMoney(total)}</Text>
))}
</Group>
<Text c="dimmed" size="xs">
{t("portfolio.unrealizedResultCaption")}
</Text>
</Stack>
)}
{!props.partial && (
<PortfolioStructure
key={props.accountId}
@@ -69,70 +105,73 @@ const AccountPageLoaded: FC<AccountPageLoadedProps> = (props) => {
/>
)}
<Accordion
classNames={{
chevron: classes.accordionChevron,
control: classes.accordionControl,
label: classes.accordionLabel,
panel: classes.accordionPanel,
}}
defaultValue={defaultValue}
multiple
<Tabs
classNames={{ list: classes.tabsList }}
defaultValue="positions"
keepMounted={false}
>
{props.positionSections.map(section => (
<Accordion.Item key={section.kind} value={section.kind}>
<Accordion.Control>
{t(positionSectionTitleKey(section.kind))}
</Accordion.Control>
<Tabs.List aria-label={t("portfolio.sections")} mb="md">
<Tabs.Tab value="positions">
{t("portfolio.tabs.positions")}
</Tabs.Tab>
<Accordion.Panel>
<PositionSection section={section} />
</Accordion.Panel>
</Accordion.Item>
))}
<Tabs.Tab value="cash">{t("portfolio.tabs.cash")}</Tabs.Tab>
<Accordion.Item value="cash">
<Accordion.Control>{t("portfolio.cashBalances")}</Accordion.Control>
<Tabs.Tab value="operations">
{t("portfolio.tabs.operations")}
</Tabs.Tab>
<Accordion.Panel>
<CurrencyCards amounts={props.portfolio.cashBalances} />
</Accordion.Panel>
</Accordion.Item>
<Tabs.Tab value="events">{t("portfolio.tabs.events")}</Tabs.Tab>
<Accordion.Item value="recentOperations">
<Accordion.Control>{t("ledger.recentTitle")}</Accordion.Control>
<Tabs.Tab value="income">{t("portfolio.tabs.income")}</Tabs.Tab>
</Tabs.List>
<Accordion.Panel>
<RecentOperations operations={props.recentOperations} />
</Accordion.Panel>
</Accordion.Item>
<Accordion.Item value="recentEvents">
<Accordion.Control>{t("events.recentTitle")}</Accordion.Control>
<Accordion.Panel>
<BrokerageEventsPreview events={props.recentEvents} />
</Accordion.Panel>
</Accordion.Item>
<Accordion.Item value="incomeSummary">
<Accordion.Control>{t("income.summaryTitle")}</Accordion.Control>
<Accordion.Panel>
{!!props.incomeSummary && (
<IncomeSummary {...props.incomeSummary} />
<Tabs.Panel value="positions">
<Stack gap="md">
{props.positionSections.length > 1 && (
<div className={classes.positionFilter}>
<SegmentedControl
aria-label={t("portfolio.positionFilter")}
data={filterOptions}
onChange={setFilter}
value={activeSection?.kind}
/>
</div>
)}
</Accordion.Panel>
</Accordion.Item>
</Accordion>
{activeSection && <PositionSection section={activeSection} />}
</Stack>
</Tabs.Panel>
<Tabs.Panel value="cash">
<CurrencyCards amounts={props.portfolio.cashBalances} />
</Tabs.Panel>
<Tabs.Panel value="operations">
<RecentOperations
moreLabel={t("portfolio.more")}
operations={props.recentOperations}
/>
</Tabs.Panel>
<Tabs.Panel value="events">
<BrokerageEventsPreview
events={props.recentEvents}
moreLabel={t("portfolio.more")}
/>
</Tabs.Panel>
<Tabs.Panel value="income">
{!!props.incomeSummary && (
<IncomeSummary
{...props.incomeSummary}
moreLabel={t("portfolio.more")}
/>
)}
</Tabs.Panel>
</Tabs>
</Stack>
);
};
function positionSectionTitleKey(kind: AccountPagePositionSection["kind"]) {
if (kind === "stocks") return "portfolio.stocks";
return kind === "bonds" ? "portfolio.bonds" : "portfolio.otherPositions";
}
export { AccountPageLoaded };
@@ -34,7 +34,9 @@ const AccountPageLoading: FC = () => {
<Skeleton height={260} radius="sm" />
{["first", "second", "third"].map(placeholder => <Skeleton height={52} key={placeholder} radius="sm" />)}
<Skeleton height={40} radius="sm" />
<Skeleton height={220} radius="sm" />
</LoadingSkeleton>
);
};
@@ -9,8 +9,8 @@ import type { IncomeSummary as IncomeSummaryData } from "@/entities/income";
import { formatMoney } from "@/shared/lib";
type IncomeSummaryProps
= | {
type IncomeSummaryProps = { moreLabel?: string } & (
| {
state: "empty";
to: string;
}
@@ -27,7 +27,8 @@ type IncomeSummaryProps
| {
state: "partial";
to: string;
};
}
);
const IncomeSummary: FC<IncomeSummaryProps> = (props) => {
const { t } = useTranslation();
@@ -56,7 +57,7 @@ const IncomeSummary: FC<IncomeSummaryProps> = (props) => {
<Text c="dimmed">{t("income.summaryEmpty")}</Text>
<Button component={Link} to={props.to} variant="subtle">
{t("income.open")}
{props.moreLabel ?? t("income.open")}
</Button>
</Stack>
);
@@ -75,7 +76,7 @@ const IncomeSummary: FC<IncomeSummaryProps> = (props) => {
))}
<Button component={Link} to={props.to} variant="subtle">
{t("income.open")}
{props.moreLabel ?? t("income.open")}
</Button>
</Stack>
);
@@ -15,6 +15,7 @@ const syntheticPosition
logoName: null,
logoSrc: null,
quantity: "100",
returnPercent: "25",
returnText: "+5 000 ₽",
returnTone: "positive",
shareText: "20%",
@@ -73,6 +74,7 @@ export const BondLoss: Story
"Учебные облигации для долгосрочных накоплений, выпуск 2030",
isin: "DEMO-BOND-2030",
quantity: "10",
returnPercent: "-5",
returnText: "−500 ₽",
returnTone: "negative",
shareText: "7,6%",
@@ -123,6 +125,7 @@ export const MissingValuation: Story
averagePurchasePrice: null,
currentValue: null,
displayName: "Учебная позиция без текущей оценки",
returnPercent: null,
returnText: null,
returnTone: undefined,
shareText: null,
@@ -4,10 +4,13 @@ import { Anchor, Card, Group, Stack, Text } from "@mantine/core";
import { useTranslation } from "react-i18next";
import { Link } from "react-router";
import { formatMoney } from "@/shared/lib";
import type { AccountPagePosition, AccountPagePositionSection } from "../../../../model/positions";
import { formatDecimal, formatMoney } from "@/shared/lib";
import {
type AccountPagePosition,
type AccountPagePositionSection,
formatPositionReturnPercent,
} from "../../../../model/positions";
import classes from "../../AccountPage.module.css";
import { PositionLogo } from "../PositionLogo.view";
@@ -26,8 +29,15 @@ const PositionCard: FC<PositionCardProps> = (props) => {
: undefined;
let returnText = position.returnText;
if (returnText && !isExpanded)
if (returnText && position.returnPercent) {
returnText += ` · ${formatDecimal(formatPositionReturnPercent(position.returnPercent))} %`;
}
if (returnText && !isExpanded) {
returnText = t("portfolio.return", { value: returnText });
}
const instrumentTo = position.instrumentTo;
const identifier
@@ -4,10 +4,13 @@ import { Anchor, Card, Group, Stack, Text } from "@mantine/core";
import { useTranslation } from "react-i18next";
import { Link } from "react-router";
import { formatMoney } from "@/shared/lib";
import type { AccountPagePositionGroup, AccountPagePositionSection } from "../../../model/positions";
import { formatDecimal, formatMoney } from "@/shared/lib";
import {
type AccountPagePositionGroup,
type AccountPagePositionSection,
formatPositionReturnPercent,
} from "../../../model/positions";
import classes from "../AccountPage.module.css";
import { PositionLogo } from "./PositionLogo.view";
@@ -60,6 +63,16 @@ const PositionGroupCard: FC<PositionGroupCardProps> = (props) => {
? classes[position.returnTone]
: undefined;
const returnPercent = position.returnPercent
? ` · ${formatDecimal(formatPositionReturnPercent(position.returnPercent))} %`
: "";
const returnValue = `${position.returnText ?? ""}${returnPercent}`;
const returnText = kind === "other"
? t("portfolio.return", { value: returnValue })
: returnValue;
return (
<Stack
className={classes.accountPosition}
@@ -89,9 +102,7 @@ const PositionGroupCard: FC<PositionGroupCardProps> = (props) => {
{!!position.returnText && (
<Text className={appearanceClass} size="sm">
{kind === "other"
? t("portfolio.return", { value: position.returnText })
: position.returnText}
{returnText}
</Text>
)}
</Group>
@@ -10,6 +10,7 @@ import { LedgerEntryRow } from "@/entities/broker-operation";
import type { AccountPageRecentOperations } from "../../../model/previews";
type RecentOperationsProps = {
moreLabel?: string;
operations: AccountPageRecentOperations;
};
@@ -44,7 +45,7 @@ const RecentOperations: FC<RecentOperationsProps> = (props) => {
))}
<Button component={Link} to={operations.to} variant="subtle">
{t("ledger.open")}
{props.moreLabel ?? t("ledger.open")}
</Button>
</Stack>
);
@@ -36,6 +36,8 @@ describe("Positions grouped by security", () => {
).toHaveAttribute("href", "/accounts/a");
expect(within(rows[0]).getByText("Количество: 1.25")).toBeInTheDocument();
expect(within(rows[0]).getByText("375 ₽")).toBeInTheDocument();
expect(within(rows[0]).getByText("+25 ₽ · +7,14 %"))
.toBeInTheDocument();
expect(
within(rows[0]).getByText("Средняя цена: 280 ₽"),
).toBeInTheDocument();
@@ -40,6 +40,7 @@ it("keeps expanded positions vertical while other positions adapt to the viewpor
logoName: null,
logoSrc: null,
quantity: "10",
returnPercent: null,
returnText: null,
shareText: null,
ticker: null,
+18 -1
View File
@@ -420,7 +420,7 @@ const ru = {
next: "Далее",
noInstrument: "Без инструмента",
noMoney: "Без движения денег",
occurredAt: "{{date}}",
occurredAt: "Исполнено {{date}}",
open: "Открыть журнал",
operationType: {
buy: "Покупка",
@@ -482,13 +482,21 @@ const ru = {
},
emptyText: "На счете нет позиций и доступных денежных остатков.",
emptyTitle: "Портфель пока пуст",
more: "Подробнее",
otherPositions: "Другие позиции",
positionFilter: "Тип позиции",
positionKinds: {
bonds: "Облигации",
other: "Прочее",
stocks: "Акции",
},
positions: "Позиции",
quantity: "Количество: {{value}}",
refreshError:
"Не удалось обновить портфель. Показан последний полученный снимок.",
refreshing: "Обновляем портфель",
return: "Доход: {{value}}",
sections: "Разделы счёта",
share: "Доля: {{value}}",
staleWarning:
"T-Bank временно недоступен. Показан последний успешный снимок.",
@@ -514,7 +522,16 @@ const ru = {
unvalued: "Нет оценки",
unvaluedCategory: "{{category}}: без оценки — {{count}}",
},
tabs: {
cash: "Деньги",
events: "События",
income: "Доход",
operations: "Операции",
positions: "Позиции",
},
title: "Портфель",
unrealizedResult: "Нереализованный результат",
unrealizedResultCaption: "по цене, без НКД и купонов",
updatedAt: "Данные получены {{date}}",
},
routeError: {