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feat: add all-accounts portfolio pages

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Reuse account sections and group securities with per-account holdings.

Use Mantine Select to preserve filters and reset pagination on scope changes.

Document component reuse guardrails and cover routes, grouping and scope switching.
This commit is contained in:
ksv741
2026-09-09 20:36:49 +03:00
parent c906dfa2e2
commit daf1dca666
36 changed files with 1962 additions and 117 deletions
Download Patch File Download Diff File Expand all files Collapse all files
src/shared/api/generated/schema.d.ts
Vendored
+417
View File
@@ -116,6 +116,22 @@ export interface paths {
patch?: never;
trace?: never;
};
"/api/v1/brokerage-accounts/all/operations": {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
get: operations["BrokerageOperationsController_all"];
put?: never;
post?: never;
delete?: never;
options?: never;
head?: never;
patch?: never;
trace?: never;
};
"/api/v1/brokerage-accounts/{accountId}/operations": {
parameters: {
query?: never;
@@ -132,6 +148,22 @@ export interface paths {
patch?: never;
trace?: never;
};
"/api/v1/brokerage-accounts/all/portfolio": {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
get: operations["PortfolioController_all"];
put?: never;
post?: never;
delete?: never;
options?: never;
head?: never;
patch?: never;
trace?: never;
};
"/api/v1/brokerage-accounts/{accountId}/portfolio": {
parameters: {
query?: never;
@@ -148,6 +180,22 @@ export interface paths {
patch?: never;
trace?: never;
};
"/api/v1/brokerage-accounts/all/events": {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
get: operations["UpcomingEventsController_all"];
put?: never;
post?: never;
delete?: never;
options?: never;
head?: never;
patch?: never;
trace?: never;
};
"/api/v1/brokerage-accounts/{accountId}/events": {
parameters: {
query?: never;
@@ -164,6 +212,38 @@ export interface paths {
patch?: never;
trace?: never;
};
"/api/v1/brokerage-accounts/all/income-summary": {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
get: operations["IncomeAnalyticsController_allSummary"];
put?: never;
post?: never;
delete?: never;
options?: never;
head?: never;
patch?: never;
trace?: never;
};
"/api/v1/brokerage-accounts/all/income-analytics": {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
get: operations["IncomeAnalyticsController_allAnalytics"];
put?: never;
post?: never;
delete?: never;
options?: never;
head?: never;
patch?: never;
trace?: never;
};
"/api/v1/brokerage-accounts/{accountId}/income-summary": {
parameters: {
query?: never;
@@ -253,7 +333,12 @@ export interface components {
openedOn: string | null;
portfolioSummary: components["schemas"]["PortfolioSummaryDto"] | null;
};
AccountReferenceDto: {
id: string;
name: string;
};
BrokerageOperationDto: {
account?: components["schemas"]["AccountReferenceDto"];
id: string;
/** Format: date-time */
occurredAt: string;
@@ -281,6 +366,7 @@ export interface components {
observedAt: string;
};
PortfolioPositionDto: {
account?: components["schemas"]["AccountReferenceDto"];
figi: string | null;
displayName: string;
/** @enum {string} */
@@ -302,6 +388,7 @@ export interface components {
cashBalances: components["schemas"]["MoneyDto"][];
};
UpcomingEventDto: {
account?: components["schemas"]["AccountReferenceDto"];
/** @enum {string} */
type: "coupon" | "dividend" | "maturity" | "offer";
/** Format: date */
@@ -369,6 +456,7 @@ export interface components {
receiptCount: number;
};
IncomeAnalyticsEntryDto: {
account?: components["schemas"]["AccountReferenceDto"];
id: string;
/** Format: date-time */
occurredAt: string;
@@ -995,6 +1083,76 @@ export interface operations {
};
};
};
BrokerageOperationsController_all: {
parameters: {
query?: {
from?: string;
to?: string;
categories?: ("trade" | "income" | "tax" | "fee" | "transfer" | "other")[];
cursor?: string;
limit?: number;
};
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
200: {
headers: {
[name: string]: unknown;
};
content: {
"application/json": components["schemas"]["BrokerageOperationsPageDto"];
};
};
/** @description Invalid request */
400: {
headers: {
[name: string]: unknown;
};
content: {
"application/problem+json": components["schemas"]["ProblemDetailsDto"];
};
};
/** @description Authentication required */
401: {
headers: {
[name: string]: unknown;
};
content: {
"application/problem+json": components["schemas"]["ProblemDetailsDto"];
};
};
/** @description Resource not found */
404: {
headers: {
[name: string]: unknown;
};
content: {
"application/problem+json": components["schemas"]["ProblemDetailsDto"];
};
};
/** @description Internal server error */
500: {
headers: {
[name: string]: unknown;
};
content: {
"application/problem+json": components["schemas"]["ProblemDetailsDto"];
};
};
/** @description Upstream service unavailable */
503: {
headers: {
[name: string]: unknown;
};
content: {
"application/problem+json": components["schemas"]["ProblemDetailsDto"];
};
};
};
};
BrokerageOperationsController_get: {
parameters: {
query?: {
@@ -1067,6 +1225,70 @@ export interface operations {
};
};
};
PortfolioController_all: {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
200: {
headers: {
[name: string]: unknown;
};
content: {
"application/json": components["schemas"]["PortfolioDto"];
};
};
/** @description Invalid request */
400: {
headers: {
[name: string]: unknown;
};
content: {
"application/problem+json": components["schemas"]["ProblemDetailsDto"];
};
};
/** @description Authentication required */
401: {
headers: {
[name: string]: unknown;
};
content: {
"application/problem+json": components["schemas"]["ProblemDetailsDto"];
};
};
/** @description Resource not found */
404: {
headers: {
[name: string]: unknown;
};
content: {
"application/problem+json": components["schemas"]["ProblemDetailsDto"];
};
};
/** @description Internal server error */
500: {
headers: {
[name: string]: unknown;
};
content: {
"application/problem+json": components["schemas"]["ProblemDetailsDto"];
};
};
/** @description Upstream service unavailable */
503: {
headers: {
[name: string]: unknown;
};
content: {
"application/problem+json": components["schemas"]["ProblemDetailsDto"];
};
};
};
};
PortfolioController_get: {
parameters: {
query?: never;
@@ -1133,6 +1355,70 @@ export interface operations {
};
};
};
UpcomingEventsController_all: {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
200: {
headers: {
[name: string]: unknown;
};
content: {
"application/json": components["schemas"]["UpcomingEventsDto"];
};
};
/** @description Invalid request */
400: {
headers: {
[name: string]: unknown;
};
content: {
"application/problem+json": components["schemas"]["ProblemDetailsDto"];
};
};
/** @description Authentication required */
401: {
headers: {
[name: string]: unknown;
};
content: {
"application/problem+json": components["schemas"]["ProblemDetailsDto"];
};
};
/** @description Resource not found */
404: {
headers: {
[name: string]: unknown;
};
content: {
"application/problem+json": components["schemas"]["ProblemDetailsDto"];
};
};
/** @description Internal server error */
500: {
headers: {
[name: string]: unknown;
};
content: {
"application/problem+json": components["schemas"]["ProblemDetailsDto"];
};
};
/** @description Upstream service unavailable */
503: {
headers: {
[name: string]: unknown;
};
content: {
"application/problem+json": components["schemas"]["ProblemDetailsDto"];
};
};
};
};
UpcomingEventsController_get: {
parameters: {
query?: never;
@@ -1199,6 +1485,137 @@ export interface operations {
};
};
};
IncomeAnalyticsController_allSummary: {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
200: {
headers: {
[name: string]: unknown;
};
content: {
"application/json": components["schemas"]["IncomeSummaryDto"];
};
};
/** @description Invalid request */
400: {
headers: {
[name: string]: unknown;
};
content: {
"application/problem+json": components["schemas"]["ProblemDetailsDto"];
};
};
/** @description Authentication required */
401: {
headers: {
[name: string]: unknown;
};
content: {
"application/problem+json": components["schemas"]["ProblemDetailsDto"];
};
};
/** @description Resource not found */
404: {
headers: {
[name: string]: unknown;
};
content: {
"application/problem+json": components["schemas"]["ProblemDetailsDto"];
};
};
/** @description Internal server error */
500: {
headers: {
[name: string]: unknown;
};
content: {
"application/problem+json": components["schemas"]["ProblemDetailsDto"];
};
};
/** @description Upstream service unavailable */
503: {
headers: {
[name: string]: unknown;
};
content: {
"application/problem+json": components["schemas"]["ProblemDetailsDto"];
};
};
};
};
IncomeAnalyticsController_allAnalytics: {
parameters: {
query?: {
from?: string;
to?: string;
};
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
200: {
headers: {
[name: string]: unknown;
};
content: {
"application/json": components["schemas"]["IncomeAnalyticsDto"];
};
};
/** @description Invalid request */
400: {
headers: {
[name: string]: unknown;
};
content: {
"application/problem+json": components["schemas"]["ProblemDetailsDto"];
};
};
/** @description Authentication required */
401: {
headers: {
[name: string]: unknown;
};
content: {
"application/problem+json": components["schemas"]["ProblemDetailsDto"];
};
};
/** @description Resource not found */
404: {
headers: {
[name: string]: unknown;
};
content: {
"application/problem+json": components["schemas"]["ProblemDetailsDto"];
};
};
/** @description Internal server error */
500: {
headers: {
[name: string]: unknown;
};
content: {
"application/problem+json": components["schemas"]["ProblemDetailsDto"];
};
};
/** @description Upstream service unavailable */
503: {
headers: {
[name: string]: unknown;
};
content: {
"application/problem+json": components["schemas"]["ProblemDetailsDto"];
};
};
};
};
IncomeAnalyticsController_summary: {
parameters: {
query?: never;
src/shared/api/spec/openapi.json
+483
View File
@@ -680,6 +680,139 @@
]
}
},
"/api/v1/brokerage-accounts/all/operations": {
"get": {
"operationId": "BrokerageOperationsController_all",
"parameters": [
{
"name": "from",
"required": false,
"in": "query",
"schema": {
"format": "date-time",
"type": "string"
}
},
{
"name": "to",
"required": false,
"in": "query",
"schema": {
"format": "date-time",
"type": "string"
}
},
{
"name": "categories",
"required": false,
"in": "query",
"schema": {
"type": "array",
"items": {
"type": "string",
"enum": [
"trade",
"income",
"tax",
"fee",
"transfer",
"other"
]
}
}
},
{
"name": "cursor",
"required": false,
"in": "query",
"schema": {
"type": "string"
}
},
{
"name": "limit",
"required": false,
"in": "query",
"schema": {
"minimum": 1,
"maximum": 1000,
"default": 100,
"type": "number"
}
}
],
"responses": {
"200": {
"description": "",
"content": {
"application/json": {
"schema": {
"$ref": "#/components/schemas/BrokerageOperationsPageDto"
}
}
}
},
"400": {
"description": "Invalid request",
"content": {
"application/problem+json": {
"schema": {
"$ref": "#/components/schemas/ProblemDetailsDto"
}
}
}
},
"401": {
"description": "Authentication required",
"content": {
"application/problem+json": {
"schema": {
"$ref": "#/components/schemas/ProblemDetailsDto"
}
}
}
},
"404": {
"description": "Resource not found",
"content": {
"application/problem+json": {
"schema": {
"$ref": "#/components/schemas/ProblemDetailsDto"
}
}
}
},
"500": {
"description": "Internal server error",
"content": {
"application/problem+json": {
"schema": {
"$ref": "#/components/schemas/ProblemDetailsDto"
}
}
}
},
"503": {
"description": "Upstream service unavailable",
"content": {
"application/problem+json": {
"schema": {
"$ref": "#/components/schemas/ProblemDetailsDto"
}
}
}
}
},
"security": [
{
"bearer": []
}
],
"tags": [
"brokerage-accounts"
]
}
},
"/api/v1/brokerage-accounts/{accountId}/operations": {
"get": {
"operationId": "BrokerageOperationsController_get",
@@ -821,6 +954,82 @@
]
}
},
"/api/v1/brokerage-accounts/all/portfolio": {
"get": {
"operationId": "PortfolioController_all",
"parameters": [],
"responses": {
"200": {
"description": "",
"content": {
"application/json": {
"schema": {
"$ref": "#/components/schemas/PortfolioDto"
}
}
}
},
"400": {
"description": "Invalid request",
"content": {
"application/problem+json": {
"schema": {
"$ref": "#/components/schemas/ProblemDetailsDto"
}
}
}
},
"401": {
"description": "Authentication required",
"content": {
"application/problem+json": {
"schema": {
"$ref": "#/components/schemas/ProblemDetailsDto"
}
}
}
},
"404": {
"description": "Resource not found",
"content": {
"application/problem+json": {
"schema": {
"$ref": "#/components/schemas/ProblemDetailsDto"
}
}
}
},
"500": {
"description": "Internal server error",
"content": {
"application/problem+json": {
"schema": {
"$ref": "#/components/schemas/ProblemDetailsDto"
}
}
}
},
"503": {
"description": "Upstream service unavailable",
"content": {
"application/problem+json": {
"schema": {
"$ref": "#/components/schemas/ProblemDetailsDto"
}
}
}
}
},
"security": [
{
"bearer": []
}
],
"tags": [
"brokerage-accounts"
]
}
},
"/api/v1/brokerage-accounts/{accountId}/portfolio": {
"get": {
"operationId": "PortfolioController_get",
@@ -906,6 +1115,82 @@
]
}
},
"/api/v1/brokerage-accounts/all/events": {
"get": {
"operationId": "UpcomingEventsController_all",
"parameters": [],
"responses": {
"200": {
"description": "",
"content": {
"application/json": {
"schema": {
"$ref": "#/components/schemas/UpcomingEventsDto"
}
}
}
},
"400": {
"description": "Invalid request",
"content": {
"application/problem+json": {
"schema": {
"$ref": "#/components/schemas/ProblemDetailsDto"
}
}
}
},
"401": {
"description": "Authentication required",
"content": {
"application/problem+json": {
"schema": {
"$ref": "#/components/schemas/ProblemDetailsDto"
}
}
}
},
"404": {
"description": "Resource not found",
"content": {
"application/problem+json": {
"schema": {
"$ref": "#/components/schemas/ProblemDetailsDto"
}
}
}
},
"500": {
"description": "Internal server error",
"content": {
"application/problem+json": {
"schema": {
"$ref": "#/components/schemas/ProblemDetailsDto"
}
}
}
},
"503": {
"description": "Upstream service unavailable",
"content": {
"application/problem+json": {
"schema": {
"$ref": "#/components/schemas/ProblemDetailsDto"
}
}
}
}
},
"security": [
{
"bearer": []
}
],
"tags": [
"brokerage-accounts"
]
}
},
"/api/v1/brokerage-accounts/{accountId}/events": {
"get": {
"operationId": "UpcomingEventsController_get",
@@ -991,6 +1276,177 @@
]
}
},
"/api/v1/brokerage-accounts/all/income-summary": {
"get": {
"operationId": "IncomeAnalyticsController_allSummary",
"parameters": [],
"responses": {
"200": {
"description": "",
"content": {
"application/json": {
"schema": {
"$ref": "#/components/schemas/IncomeSummaryDto"
}
}
}
},
"400": {
"description": "Invalid request",
"content": {
"application/problem+json": {
"schema": {
"$ref": "#/components/schemas/ProblemDetailsDto"
}
}
}
},
"401": {
"description": "Authentication required",
"content": {
"application/problem+json": {
"schema": {
"$ref": "#/components/schemas/ProblemDetailsDto"
}
}
}
},
"404": {
"description": "Resource not found",
"content": {
"application/problem+json": {
"schema": {
"$ref": "#/components/schemas/ProblemDetailsDto"
}
}
}
},
"500": {
"description": "Internal server error",
"content": {
"application/problem+json": {
"schema": {
"$ref": "#/components/schemas/ProblemDetailsDto"
}
}
}
},
"503": {
"description": "Upstream service unavailable",
"content": {
"application/problem+json": {
"schema": {
"$ref": "#/components/schemas/ProblemDetailsDto"
}
}
}
}
},
"security": [
{
"bearer": []
}
],
"tags": [
"brokerage-accounts"
]
}
},
"/api/v1/brokerage-accounts/all/income-analytics": {
"get": {
"operationId": "IncomeAnalyticsController_allAnalytics",
"parameters": [
{
"name": "from",
"required": false,
"in": "query",
"schema": {
"format": "date",
"type": "string"
}
},
{
"name": "to",
"required": false,
"in": "query",
"schema": {
"format": "date",
"type": "string"
}
}
],
"responses": {
"200": {
"description": "",
"content": {
"application/json": {
"schema": {
"$ref": "#/components/schemas/IncomeAnalyticsDto"
}
}
}
},
"400": {
"description": "Invalid request",
"content": {
"application/problem+json": {
"schema": {
"$ref": "#/components/schemas/ProblemDetailsDto"
}
}
}
},
"401": {
"description": "Authentication required",
"content": {
"application/problem+json": {
"schema": {
"$ref": "#/components/schemas/ProblemDetailsDto"
}
}
}
},
"404": {
"description": "Resource not found",
"content": {
"application/problem+json": {
"schema": {
"$ref": "#/components/schemas/ProblemDetailsDto"
}
}
}
},
"500": {
"description": "Internal server error",
"content": {
"application/problem+json": {
"schema": {
"$ref": "#/components/schemas/ProblemDetailsDto"
}
}
}
},
"503": {
"description": "Upstream service unavailable",
"content": {
"application/problem+json": {
"schema": {
"$ref": "#/components/schemas/ProblemDetailsDto"
}
}
}
}
},
"security": [
{
"bearer": []
}
],
"tags": [
"brokerage-accounts"
]
}
},
"/api/v1/brokerage-accounts/{accountId}/income-summary": {
"get": {
"operationId": "IncomeAnalyticsController_summary",
@@ -1367,9 +1823,27 @@
"portfolioSummary"
]
},
"AccountReferenceDto": {
"type": "object",
"properties": {
"id": {
"type": "string"
},
"name": {
"type": "string"
}
},
"required": [
"id",
"name"
]
},
"BrokerageOperationDto": {
"type": "object",
"properties": {
"account": {
"$ref": "#/components/schemas/AccountReferenceDto"
},
"id": {
"type": "string"
},
@@ -1508,6 +1982,9 @@
"PortfolioPositionDto": {
"type": "object",
"properties": {
"account": {
"$ref": "#/components/schemas/AccountReferenceDto"
},
"figi": {
"type": "string",
"nullable": true
@@ -1625,6 +2102,9 @@
"UpcomingEventDto": {
"type": "object",
"properties": {
"account": {
"$ref": "#/components/schemas/AccountReferenceDto"
},
"type": {
"type": "string",
"enum": [
@@ -1900,6 +2380,9 @@
"IncomeAnalyticsEntryDto": {
"type": "object",
"properties": {
"account": {
"$ref": "#/components/schemas/AccountReferenceDto"
},
"id": {
"type": "string"
},
src/shared/i18n/locales/ru.ts
+7
View File
@@ -28,6 +28,10 @@ const ru = {
},
},
accounts: {
all: "Все счета",
openAll: "Портфель по всем счетам",
scope: "Счёт",
allDescription: "Портфель по всем доступным инвестиционным счетам",
title: "Счета",
emptyTitle: "Нет инвестиционных счетов",
emptyText:
@@ -62,6 +66,9 @@ const ru = {
},
account: { title: "Счет" },
portfolio: {
byAccount: "Позиции по счетам",
allEmptyText: "На доступных счетах нет позиций и денежных остатков.",
allUpdatedAt: "Самые ранние данные в сводке: {{date}}",
currencies: {
RUB: "Российский рубль",
USD: "Доллар США",