feat: add portfolio
This commit is contained in:
@@ -1,6 +1,7 @@
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export type { BrokerageAccount } from "./api/useBrokerageAccounts";
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export {
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brokerageAccountsQueryKey,
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useBrokerageAccounts,
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} from "./api/useBrokerageAccounts";
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export { errorCode } from "./model/display";
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export { accountTypeKey, errorCode } from "./model/display";
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export { BrokerageAccountList } from "./ui/BrokerageAccountList";
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@@ -0,0 +1,45 @@
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import { MantineProvider } from "@mantine/core";
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import { QueryClient, QueryClientProvider } from "@tanstack/react-query";
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import { renderHook, waitFor } from "@testing-library/react";
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import type { ReactNode } from "react";
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import { describe, expect, it, vi } from "vitest";
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const { get } = vi.hoisted(() => ({ get: vi.fn() }));
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vi.mock("../../../shared/api", () => ({ apiClient: { GET: get } }));
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import { portfolioQueryPolicy, usePortfolio } from "./usePortfolio";
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describe("usePortfolio", () => {
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it("uses the account endpoint with a 30 second cache and no retry", async () => {
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const client = new QueryClient();
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get.mockResolvedValueOnce({
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data: {
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lastSuccessfulAt: "2026-08-13T10:00:00Z",
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isStale: false,
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totalsByCurrency: [],
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positions: [],
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cashBalances: [],
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},
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});
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const wrapper = ({ children }: { children: ReactNode }) => (
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<MantineProvider>
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<QueryClientProvider client={client}>{children}</QueryClientProvider>
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</MantineProvider>
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);
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const { result } = renderHook(() => usePortfolio("account-1", "token"), {
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wrapper,
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});
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await waitFor(() => expect(result.current.isSuccess).toBe(true));
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expect(get).toHaveBeenCalledWith(
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"/api/v1/brokerage-accounts/{accountId}/portfolio",
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{
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params: { path: { accountId: "account-1" } },
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headers: { Authorization: "Bearer token" },
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},
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);
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expect(portfolioQueryPolicy).toEqual({ staleTime: 30_000, retry: false });
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});
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});
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@@ -0,0 +1,36 @@
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import { useQuery } from "@tanstack/react-query";
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import { apiClient } from "../../../shared/api";
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import type { paths } from "../../../shared/api/generated/schema";
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export const portfolioQueryKey = (accountId: string) =>
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["portfolio", accountId] as const;
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export const portfolioQueryPolicy = {
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staleTime: 30_000,
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retry: false,
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} as const;
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export type Portfolio =
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paths["/api/v1/brokerage-accounts/{accountId}/portfolio"]["get"]["responses"][200]["content"]["application/json"];
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export function usePortfolio(
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accountId: string | undefined,
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accessToken: string | null,
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) {
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return useQuery({
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queryKey: portfolioQueryKey(accountId ?? ""),
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enabled: Boolean(accountId && accessToken),
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...portfolioQueryPolicy,
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queryFn: async () => {
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const { data, error } = await apiClient.GET(
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"/api/v1/brokerage-accounts/{accountId}/portfolio",
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{
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params: { path: { accountId: accountId ?? "" } },
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headers: { Authorization: `Bearer ${accessToken}` },
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},
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);
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if (error) throw error;
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return data as Portfolio;
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},
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});
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}
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@@ -0,0 +1,12 @@
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export type { Portfolio } from "./api/usePortfolio";
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export {
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portfolioQueryKey,
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portfolioQueryPolicy,
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usePortfolio,
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} from "./api/usePortfolio";
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export {
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formatDecimal,
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formatMoney,
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formatSnapshotTime,
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portfolioErrorCode,
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} from "./model/display";
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@@ -0,0 +1,11 @@
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import { describe, expect, it } from "vitest";
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import { formatDecimal, formatMoney } from "./display";
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describe("portfolio display helpers", () => {
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it("formats decimal strings without financial arithmetic", () => {
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expect(formatDecimal("-1234567.89")).toBe("-1 234 567,89");
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expect(formatMoney({ value: "10", currency: "RUB" })).toBe("10 ₽");
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expect(formatMoney({ value: "0.5", currency: "USD" })).toBe("0,5 USD");
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expect(formatMoney(null)).toBe("—");
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});
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});
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@@ -0,0 +1,32 @@
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import type { Portfolio } from "../api/usePortfolio";
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type Money = Portfolio["totalsByCurrency"][number];
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export function formatDecimal(value: string): string {
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const [integer, fraction] = value.split(".");
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const sign = integer.startsWith("-") ? "-" : "";
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const grouped = (sign ? integer.slice(1) : integer).replace(
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/\B(?=(\d{3})+(?!\d))/g,
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" ",
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);
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return `${sign}${grouped}${fraction ? `,${fraction}` : ""}`;
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}
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export function formatMoney(money: Money | null): string {
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if (!money) return "—";
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return `${formatDecimal(money.value)} ${money.currency === "RUB" ? "₽" : money.currency}`;
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}
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export function formatSnapshotTime(value: string): string {
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return new Intl.DateTimeFormat("ru-RU", {
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dateStyle: "medium",
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timeStyle: "short",
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timeZone: "UTC",
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}).format(new Date(value));
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}
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export function portfolioErrorCode(error: unknown): string | undefined {
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return typeof error === "object" && error !== null && "code" in error
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? String(error.code)
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: undefined;
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}
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@@ -0,0 +1,31 @@
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.page {
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max-width: 960px;
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}
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.total,
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.row,
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.cash {
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border-color: var(--mantine-color-gray-3);
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background: var(--mantine-color-gray-0);
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}
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.total {
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padding: var(--mantine-spacing-md);
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border-top: 3px solid var(--mantine-color-blue-6);
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}
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.row,
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.cash {
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padding: var(--mantine-spacing-md);
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}
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.cash {
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display: flex;
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justify-content: space-between;
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}
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@media (max-width: 36em) {
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.row :global(.mantine-Group-root) {
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align-items: flex-start;
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}
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}
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@@ -0,0 +1,117 @@
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import { MantineProvider } from "@mantine/core";
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import { cleanup, render, screen } from "@testing-library/react";
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import { MemoryRouter } from "react-router";
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import { afterEach, describe, expect, it, vi } from "vitest";
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import type { Portfolio } from "../../../entities/portfolio";
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import {
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AccountPageEmpty,
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AccountPageError,
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AccountPageLoaded,
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AccountPageLoading,
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} from "./AccountPage";
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function renderPage(ui: React.ReactNode) {
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return render(
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<MantineProvider>
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<MemoryRouter>{ui}</MemoryRouter>
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</MantineProvider>,
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);
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}
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const portfolio: Portfolio = {
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lastSuccessfulAt: "2026-08-13T10:00:00Z",
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isStale: true,
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totalsByCurrency: [{ currency: "RUB", value: "1234.5" }],
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positions: [
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{
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figi: "FIGI-2",
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displayName: "Вторая",
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type: "STOCK",
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quantity: "2",
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currentValue: null,
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averagePurchasePrice: null,
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absoluteReturn: null,
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},
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{
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figi: "FIGI-1",
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displayName: "Первая",
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type: "BOND",
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quantity: "1",
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currentValue: { currency: "RUB", value: "10" },
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averagePurchasePrice: null,
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absoluteReturn: { currency: "RUB", value: "-1" },
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},
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],
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cashBalances: [{ currency: "USD", value: "0.5" }],
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};
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describe("AccountPage states", () => {
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afterEach(cleanup);
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it("renders loading and empty states", () => {
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renderPage(<AccountPageLoading />);
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expect(screen.getByRole("status")).toBeInTheDocument();
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renderPage(<AccountPageEmpty />);
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expect(
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screen.getByRole("heading", { name: "Портфель пока пуст" }),
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).toBeInTheDocument();
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});
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it("renders allowed error actions", () => {
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const retry = vi.fn();
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renderPage(<AccountPageError code="NOT_FOUND" retry={retry} />);
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expect(screen.getByRole("link", { name: "К счетам" })).toHaveAttribute(
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"href",
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"/accounts",
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);
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renderPage(<AccountPageError code="TBANK_NOT_CONNECTED" retry={retry} />);
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expect(
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screen.getByRole("link", { name: "Открыть настройки T-Bank" }),
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).toHaveAttribute("href", "/settings");
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renderPage(<AccountPageError code="TBANK_UNAVAILABLE" retry={retry} />);
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screen.getByRole("button", { name: "Повторить" }).click();
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expect(retry).toHaveBeenCalledOnce();
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});
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it("renders a stale portfolio in upstream order with nullable values", () => {
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renderPage(<AccountPageLoaded portfolio={portfolio} />);
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expect(
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screen.getByRole("heading", { level: 1, name: "Портфель" }),
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).toBeInTheDocument();
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expect(
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screen.getByText(
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"T-Bank временно недоступен. Показан последний успешный снимок.",
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),
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).toBeInTheDocument();
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expect(screen.getByText("—")).toBeInTheDocument();
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expect(screen.getByText("Доход: —")).toBeInTheDocument();
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const positions = screen
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.getAllByText(/Вторая|Первая/)
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.map((element) => element.textContent);
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expect(positions).toEqual(["Вторая", "Первая"]);
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expect(screen.getByRole("heading", { name: "Акции" })).toBeInTheDocument();
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expect(
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screen.getByRole("heading", { name: "Облигации" }),
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).toBeInTheDocument();
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});
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it("uses the cached account title when available", () => {
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renderPage(
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<AccountPageLoaded
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portfolio={portfolio}
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account={{
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id: "account-1",
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name: "Основной",
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type: "BROKERAGE",
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openedOn: null,
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}}
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/>,
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);
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expect(
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screen.getByRole("heading", { level: 1, name: "Основной" }),
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).toBeInTheDocument();
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});
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});
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@@ -1,15 +1,54 @@
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import { Stack, Title } from "@mantine/core";
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import {
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Alert,
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Button,
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Card,
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Group,
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Paper,
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SimpleGrid,
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Stack,
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Text,
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Title,
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} from "@mantine/core";
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import { useQueryClient } from "@tanstack/react-query";
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import { useTranslation } from "react-i18next";
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import { Link, useParams } from "react-router";
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import {
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accountTypeKey,
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type BrokerageAccount,
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} from "../../../entities/brokerage-account";
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import type { Portfolio } from "../../../entities/portfolio";
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import {
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formatMoney,
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formatSnapshotTime,
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portfolioErrorCode,
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usePortfolio,
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} from "../../../entities/portfolio";
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import { useAuth } from "../../../features/auth";
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import { StateView } from "../../../shared/ui/StateView";
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import classes from "./AccountPage.module.css";
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const accountsQueryKey = ["brokerage-accounts"] as const;
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export function AccountPage() {
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const { t } = useTranslation();
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return (
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<Stack>
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<Title order={1}>{t("account.title")}</Title>
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<AccountPageEmpty />
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</Stack>
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);
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const { accountId } = useParams();
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const { accessToken } = useAuth();
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const portfolio = usePortfolio(accountId, accessToken);
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const account = useQueryClient()
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.getQueryData<BrokerageAccount[]>(accountsQueryKey)
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?.find((item) => item.id === accountId);
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if (portfolio.isFetching) return <AccountPageLoading />;
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if (portfolio.isError)
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return (
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<AccountPageError
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code={portfolioErrorCode(portfolio.error)}
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retry={() => portfolio.refetch()}
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/>
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);
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if (!portfolio.data) return <AccountPageLoading />;
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if (!portfolio.data.positions.length && !portfolio.data.cashBalances.length)
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return <AccountPageEmpty account={account} />;
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return <AccountPageLoaded account={account} portfolio={portfolio.data} />;
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}
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export function AccountPageLoading() {
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@@ -23,20 +62,199 @@ export function AccountPageLoading() {
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);
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}
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export function AccountPageError() {
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export function AccountPageError({
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code,
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retry,
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}: {
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code?: string;
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retry: () => void;
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}) {
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const { t } = useTranslation();
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if (code === "NOT_FOUND")
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return (
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<StateView
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error
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title={t("portfolio.accountUnavailableTitle")}
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text={t("portfolio.accountUnavailableText")}
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action={
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<Button component={Link} to="/accounts">
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{t("portfolio.back")}
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</Button>
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}
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/>
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);
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if (code === "TBANK_NOT_CONNECTED" || code === "INVALID_TBANK_TOKEN")
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return (
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<StateView
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error
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title={t("portfolio.connectionErrorTitle")}
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text={t("portfolio.connectionErrorText")}
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action={
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<Button component={Link} to="/settings">
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{t("accounts.openSettings")}
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</Button>
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}
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/>
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);
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if (code === "TBANK_UNAVAILABLE")
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return (
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<StateView
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error
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title={t("accounts.unavailableTitle")}
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text={t("accounts.unavailableText")}
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action={<Button onClick={retry}>{t("accounts.retry")}</Button>}
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/>
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);
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return (
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<StateView
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error
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title={t("states.errorTitle")}
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text={t("states.errorText")}
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action={<Button onClick={retry}>{t("accounts.retry")}</Button>}
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/>
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);
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}
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export function AccountPageEmpty() {
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export function AccountPageEmpty({ account }: { account?: BrokerageAccount }) {
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const { t } = useTranslation();
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return (
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<StateView title={t("states.emptyTitle")} text={t("states.emptyText")} />
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<Stack>
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<AccountHeading account={account} />
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<StateView
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title={t("portfolio.emptyTitle")}
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text={t("portfolio.emptyText")}
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/>
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</Stack>
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);
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}
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export function AccountPageLoaded({
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account,
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portfolio,
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}: {
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account?: BrokerageAccount;
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portfolio: Portfolio;
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}) {
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const { t } = useTranslation();
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const stocks = portfolio.positions.filter(
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(position) => position.type === "STOCK",
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);
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const bonds = portfolio.positions.filter(
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(position) => position.type === "BOND",
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);
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const otherPositions = portfolio.positions.filter(
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(position) => position.type !== "STOCK" && position.type !== "BOND",
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);
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return (
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<Stack className={classes.page} gap="lg">
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<AccountHeading account={account} />
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{portfolio.isStale ? (
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<Alert color="blue">{t("portfolio.staleWarning")}</Alert>
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) : null}
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<Text c="dimmed" size="sm">
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{t("portfolio.updatedAt", {
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date: formatSnapshotTime(portfolio.lastSuccessfulAt),
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})}
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</Text>
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<SimpleGrid cols={{ base: 1, sm: 2, md: 3 }}>
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{portfolio.totalsByCurrency.map((total) => (
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<Paper className={classes.total} key={total.currency} withBorder>
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<Text c="dimmed" size="xs">
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{total.currency}
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</Text>
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<Text fw={800} size="xl">
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{formatMoney(total)}
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</Text>
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</Paper>
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))}
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</SimpleGrid>
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{stocks.length ? (
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<PositionSection title={t("portfolio.stocks")} positions={stocks} />
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) : null}
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{bonds.length ? (
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<PositionSection title={t("portfolio.bonds")} positions={bonds} />
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) : null}
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{otherPositions.length ? (
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<PositionSection
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title={t("portfolio.otherPositions")}
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positions={otherPositions}
|
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/>
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||||
) : null}
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<Section title={t("portfolio.cashBalances")}>
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{portfolio.cashBalances.map((balance) => (
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<Paper className={classes.cash} key={balance.currency} withBorder>
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<Text>{balance.currency}</Text>
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<Text fw={700}>{formatMoney(balance)}</Text>
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||||
</Paper>
|
||||
))}
|
||||
</Section>
|
||||
</Stack>
|
||||
);
|
||||
}
|
||||
|
||||
function PositionSection({
|
||||
title,
|
||||
positions,
|
||||
}: {
|
||||
title: string;
|
||||
positions: Portfolio["positions"];
|
||||
}) {
|
||||
const { t } = useTranslation();
|
||||
return (
|
||||
<Section title={title}>
|
||||
{positions.map((position) => (
|
||||
<Card
|
||||
className={classes.row}
|
||||
key={`${position.figi}-${position.displayName}-${position.quantity}`}
|
||||
withBorder
|
||||
>
|
||||
<Group justify="space-between" align="flex-start" wrap="nowrap">
|
||||
<Stack gap={2}>
|
||||
<Text fw={700}>{position.displayName}</Text>
|
||||
<Text c="dimmed" size="sm">
|
||||
{t("portfolio.quantity", { value: position.quantity })}
|
||||
</Text>
|
||||
</Stack>
|
||||
<Stack gap={2} align="flex-end">
|
||||
<Text fw={700}>{formatMoney(position.currentValue)}</Text>
|
||||
<Text c="dimmed" size="sm">
|
||||
{t("portfolio.return", {
|
||||
value: formatMoney(position.absoluteReturn),
|
||||
})}
|
||||
</Text>
|
||||
</Stack>
|
||||
</Group>
|
||||
</Card>
|
||||
))}
|
||||
</Section>
|
||||
);
|
||||
}
|
||||
|
||||
function AccountHeading({ account }: { account?: BrokerageAccount }) {
|
||||
const { t } = useTranslation();
|
||||
return (
|
||||
<Stack gap={2}>
|
||||
<Title order={1}>{account?.name ?? t("portfolio.title")}</Title>
|
||||
{account ? (
|
||||
<Text c="dimmed" size="sm">
|
||||
{t(accountTypeKey(account.type))}
|
||||
</Text>
|
||||
) : null}
|
||||
</Stack>
|
||||
);
|
||||
}
|
||||
|
||||
function Section({
|
||||
title,
|
||||
children,
|
||||
}: {
|
||||
title: string;
|
||||
children: React.ReactNode;
|
||||
}) {
|
||||
return (
|
||||
<Stack gap="sm">
|
||||
<Title order={2}>{title}</Title>
|
||||
{children}
|
||||
</Stack>
|
||||
);
|
||||
}
|
||||
|
||||
Vendored
+59
@@ -116,6 +116,22 @@ export interface paths {
|
||||
patch?: never;
|
||||
trace?: never;
|
||||
};
|
||||
"/api/v1/brokerage-accounts/{accountId}/portfolio": {
|
||||
parameters: {
|
||||
query?: never;
|
||||
header?: never;
|
||||
path?: never;
|
||||
cookie?: never;
|
||||
};
|
||||
get: operations["PortfolioController_get"];
|
||||
put?: never;
|
||||
post?: never;
|
||||
delete?: never;
|
||||
options?: never;
|
||||
head?: never;
|
||||
patch?: never;
|
||||
trace?: never;
|
||||
};
|
||||
}
|
||||
export type webhooks = Record<string, never>;
|
||||
export interface components {
|
||||
@@ -150,6 +166,28 @@ export interface components {
|
||||
/** Format: date */
|
||||
openedOn: string | null;
|
||||
};
|
||||
MoneyDto: {
|
||||
currency: string;
|
||||
value: string;
|
||||
};
|
||||
PortfolioPositionDto: {
|
||||
figi: string | null;
|
||||
displayName: string;
|
||||
/** @enum {string} */
|
||||
type: "STOCK" | "BOND" | "FUND" | "CURRENCY" | "FUTURE" | "OPTION" | "STRUCTURED_NOTE" | "DIGITAL_FINANCIAL_ASSET" | "OTHER";
|
||||
quantity: string;
|
||||
currentValue: components["schemas"]["MoneyDto"] | null;
|
||||
averagePurchasePrice: components["schemas"]["MoneyDto"] | null;
|
||||
absoluteReturn: components["schemas"]["MoneyDto"] | null;
|
||||
};
|
||||
PortfolioDto: {
|
||||
/** Format: date-time */
|
||||
lastSuccessfulAt: string;
|
||||
isStale: boolean;
|
||||
totalsByCurrency: components["schemas"]["MoneyDto"][];
|
||||
positions: components["schemas"]["PortfolioPositionDto"][];
|
||||
cashBalances: components["schemas"]["MoneyDto"][];
|
||||
};
|
||||
};
|
||||
responses: never;
|
||||
parameters: never;
|
||||
@@ -338,4 +376,25 @@ export interface operations {
|
||||
};
|
||||
};
|
||||
};
|
||||
PortfolioController_get: {
|
||||
parameters: {
|
||||
query?: never;
|
||||
header?: never;
|
||||
path: {
|
||||
accountId: string;
|
||||
};
|
||||
cookie?: never;
|
||||
};
|
||||
requestBody?: never;
|
||||
responses: {
|
||||
200: {
|
||||
headers: {
|
||||
[name: string]: unknown;
|
||||
};
|
||||
content: {
|
||||
"application/json": components["schemas"]["PortfolioDto"];
|
||||
};
|
||||
};
|
||||
};
|
||||
};
|
||||
}
|
||||
|
||||
@@ -42,6 +42,26 @@ export const ru = {
|
||||
},
|
||||
},
|
||||
account: { title: "Счет" },
|
||||
portfolio: {
|
||||
title: "Портфель",
|
||||
emptyTitle: "Портфель пока пуст",
|
||||
emptyText: "На счете нет позиций и доступных денежных остатков.",
|
||||
accountUnavailableTitle: "Счет недоступен",
|
||||
accountUnavailableText: "Вернитесь к списку и выберите доступный счет.",
|
||||
connectionErrorTitle: "Проверьте подключение T-Bank",
|
||||
connectionErrorText: "Настройте подключение, чтобы посмотреть портфель.",
|
||||
back: "К счетам",
|
||||
staleWarning:
|
||||
"T-Bank временно недоступен. Показан последний успешный снимок.",
|
||||
updatedAt: "Данные получены {{date}}",
|
||||
positions: "Позиции",
|
||||
stocks: "Акции",
|
||||
bonds: "Облигации",
|
||||
otherPositions: "Другие позиции",
|
||||
cashBalances: "Денежные остатки",
|
||||
quantity: "Количество: {{value}}",
|
||||
return: "Доход: {{value}}",
|
||||
},
|
||||
settings: { title: "Настройки" },
|
||||
tbank: {
|
||||
title: "T-Bank Invest",
|
||||
|
||||
Reference in New Issue
Block a user