feat(account): add performance tab vs Moscow Exchange index (WealthLedger/main#54) (#167)

src/pages/account/model/performance.ts

@@ -0,0 +1,105 @@
+import type { Performance } from "@/entities/performance";
+
+import { formatDate, formatMoney, formatPercentagePoints, formatSignedPercent } from "@/shared/lib";
+
+type TextValue = { tone: Tone; value: string };
+
+type Tone
+	= | "negative"
+		| "neutral"
+		| "positive";
+
+const reasonLabels: Record<string, string> = {
+	ACCOUNT_VALUATION_DATES_DIFFER: "Оценки счетов сделаны в разные дни",
+	AMBIGUOUS_RETURN: "У расчёта доходности несколько возможных решений",
+	HISTORY_START_UNKNOWN: "Начало истории счёта неизвестно",
+	INDEX_HISTORY_UNAVAILABLE: "История индекса временно недоступна",
+	NO_SOLUTION: "Расчёт доходности не сходится",
+	NON_RUB_ACTIVITY: "Есть операции или позиции не в рублях",
+	OPERATIONS_HISTORY_INCOMPLETE: "История операций ещё не получена полностью",
+	PORTFOLIO_VALUATION_INCOMPLETE: "Нет полной оценки портфеля",
+	UNCONFIRMED_TRANSFER: "Перевод между счетами не удалось подтвердить",
+	UNVALUED_SECURITIES_TRANSFER: "Бумаги переведены без денежной оценки",
+};
+
+const unknownReason = "Причину недоступности не удалось определить";
+
+function performanceVm(data: Performance) {
+	return {
+		basis: data.return.basis,
+		comparison: data.outperformance
+			? {
+					money: signedMoney(data.outperformance.money),
+					points: valueText(
+						data.outperformance.percentagePoints,
+						formatPercentagePoints,
+					),
+				}
+			: null,
+		current: formatMoney(data.currentValue),
+		currentPoint: data.series.length > 0
+			? { date: formatDate(`${data.series.at(-1)?.date ?? data.period.to}T00:00:00Z`) }
+			: null,
+		days: data.period.days,
+		excluded: data.excludedAccounts.map(item => ({
+			id: item.accountId,
+			name: item.name,
+			reason: reasonText(item.reason),
+		})),
+		from: data.period.from,
+		indexReason: data.benchmark.unavailableReason
+			? reasonText(data.benchmark.unavailableReason)
+			: null,
+		indexReturn: valueText(data.benchmark.return.value, formatSignedPercent),
+		indexValue: data.benchmark.value ? formatMoney(data.benchmark.value) : "—",
+		invested: formatMoney(data.netInvested),
+		profit: signedMoney(data.profit),
+		returnReason: data.return.unavailableReason
+			? reasonText(data.return.unavailableReason)
+			: null,
+		returnValue: valueText(data.return.value, formatSignedPercent),
+		series: data.series.map(item => ({
+			benchmarkValue: Number(item.benchmarkValue),
+			date: item.date,
+			label: formatDate(`${item.date}T00:00:00Z`),
+			netInvested: Number(item.netInvested),
+			referenceValue: item.referenceValue === null
+				? null
+				: Number(item.referenceValue),
+		})),
+		to: data.period.to,
+	};
+}
+
+function reasonText(reason: string): string {
+	// eslint-disable-next-line security/detect-object-injection -- Lookup accepts only an API reason, with a safe fallback.
+	return reasonLabels[reason] ?? unknownReason;
+}
+
+function signedMoney(value: Performance["profit"]): TextValue {
+	return {
+		tone: tone(value.value),
+		value: formatMoney(value, { withSign: true }),
+	};
+}
+
+function tone(value: string): Tone {
+	const number = Number(value);
+	if (number > 0) return "positive";
+
+	return number < 0 ? "negative" : "neutral";
+}
+
+// Tone follows the displayed text, so "0,0 %" is never coloured.
+function valueText(
+	value: null | string,
+	format: (value: string) => string,
+): TextValue {
+	if (value === null) return { tone: "neutral", value: "—" };
+	const text = format(value);
+	if (text.startsWith("+")) return { tone: "positive", value: text };
+
+	return { tone: text.startsWith("−") ? "negative" : "neutral", value: text };
+}
+
+export { performanceVm, reasonText };