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21
Commits
v1.2.0
..
3ce67a59a5
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7b6f34c776 |
@@ -40,6 +40,11 @@ Authorization. Auth endpoints исключены из Bearer/retry middleware. R
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координируется single-flight; после `401` с `UNAUTHORIZED` возможен один retry.
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координируется single-flight; после `401` с `UNAUTHORIZED` возможен один retry.
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Не добавляй собственный refresh/retry loop в caller.
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Не добавляй собственный refresh/retry loop в caller.
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Refresh, завершившийся `401`, очищает session. Сетевая ошибка и `5xx`
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(например, деплой backend) не доказывают конец session: она сохраняется,
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`unavailable` показывает retry-экран вместо login, а следующий `401` снова
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запускает refresh. Retry/backoff внутри refresh не добавляется.
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Cookie-writing requests упорядочены только в текущей вкладке. Cross-tab auth
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Cookie-writing requests упорядочены только в текущей вкладке. Cross-tab auth
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synchronization не требуется; допустим reload/re-login. Web Locks и отдельные
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synchronization не требуется; допустим reload/re-login. Web Locks и отдельные
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token stores не добавляются.
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token stores не добавляются.
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@@ -66,7 +66,7 @@ jobs:
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- name: Verify pre-commit secret blocking and redaction
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- name: Verify pre-commit secret blocking and redaction
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run: PATH=/tmp/gitleaks-bin:$PATH node --test scripts/test-pre-commit.mjs
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run: PATH=/tmp/gitleaks-bin:$PATH node --test scripts/test-pre-commit.mjs
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- name: Audit runtime and development dependencies
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- name: Audit runtime and development dependencies
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run: npm audit --include=dev --audit-level=low
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run: npm audit --include=dev --audit-level=moderate
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verify:
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verify:
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needs: [commits, security]
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needs: [commits, security]
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@@ -1,5 +1,19 @@
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# Changelog
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# Changelog
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## [1.2.1](https://git.personal.ksv741.ru/WealthLedger/frontend/compare/v1.2.0...v1.2.1) (2026-10-24)
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### Bug Fixes
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* keep session when refresh fails on network error or 5xx (WealthLedger/frontend[#97](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/97)) ([3af9df0](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/3af9df0ae2f0fb314c276504ef7d50a7472de680))
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* show snapshot time in browser time zone ([#101](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/101)) ([b009101](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/b009101b7b954e8462672a9da859267ebb71edc4))
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### Maintenance
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* bump Node to 24.22.1 (WealthLedger/backend[#122](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/122)) ([2cd6b1e](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/2cd6b1e72d97117b0c37465aac3d989b0469c1c3))
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* bump test stack and fix npm audit findings ([#105](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/105)) ([7e6fd95](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/7e6fd95cfaf7d288242fb46ec7091f561e6f3de5))
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* **deps:** update non-major dependencies [#9](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/9) ([b5ceb77](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/b5ceb77208e35a0e389258f3d3c4b85852980042))
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* resolve dev dependency audit findings (WealthLedger/frontend[#103](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/103)) ([7b6f34c](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/7b6f34c776fa3517c93b5c3468e3b277aaa6273f))
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## [1.2.0](https://git.personal.ksv741.ru/WealthLedger/frontend/compare/v1.1.0...v1.2.0) (2026-10-18)
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## [1.2.0](https://git.personal.ksv741.ru/WealthLedger/frontend/compare/v1.1.0...v1.2.0) (2026-10-18)
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### Features
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### Features
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+2
-2
@@ -1,4 +1,4 @@
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FROM node:24.21.0-bookworm-slim AS dependencies
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FROM node:24.22.1-bookworm-slim AS dependencies
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WORKDIR /app
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WORKDIR /app
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ENV HUSKY=0
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ENV HUSKY=0
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COPY package.json package-lock.json ./
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COPY package.json package-lock.json ./
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@@ -19,7 +19,7 @@ COPY . .
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ENV VITE_API_BASE_URL=""
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ENV VITE_API_BASE_URL=""
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RUN npm run build
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RUN npm run build
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FROM nginx:1.28.0-alpine AS production
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FROM nginx:1.31.8-alpine AS production
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ARG VERSION
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ARG VERSION
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ARG REVISION
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ARG REVISION
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LABEL org.opencontainers.image.version=$VERSION \
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LABEL org.opencontainers.image.version=$VERSION \
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@@ -123,10 +123,12 @@ Chromium при ширинах 375 и 1280 px. Browser project не исполь
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Новый запуск отменяет устаревший для того же PR/ветки и типа события
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Новый запуск отменяет устаревший для того же PR/ветки и типа события
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(требуется Gitea 1.26+). Ежедневно в 05:17 UTC выполняется только `security`.
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(требуется Gitea 1.26+). Ежедневно в 05:17 UTC выполняется только `security`.
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Job `security` проверяет полную доступную историю Gitleaks 8.30.1 и выполняет
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Job `security` проверяет полную доступную историю Gitleaks 8.30.1 и выполняет
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||||||
`npm audit --include=dev --audit-level=low`. Любой advisory блокирует security job;
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`npm audit --include=dev --audit-level=moderate`. Advisory уровня moderate и выше
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исключений frontend нет. Локально можно выполнить те же команды:
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блокирует security job; low не блокирует, т.к. для них часто нет исправленной версии
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||||||
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(например, GHSA-gcqx-w48m-w2h4 в build-only deepmerge). Других исключений нет.
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||||||
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Локально можно выполнить те же команды:
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||||||
`gitleaks git --log-opts=--all --redact=100 --no-banner` и
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`gitleaks git --log-opts=--all --redact=100 --no-banner` и
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||||||
`npm audit --include=dev --audit-level=low`. Audit требует доступа к npm registry;
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`npm audit --include=dev --audit-level=moderate`. Audit требует доступа к npm registry;
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||||||
проверка секретов выполняется локально и не выводит их значения.
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проверка секретов выполняется локально и не выводит их значения.
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||||||
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||||||
Имена jobs `commits`, `security`, `verify` сохранены, но Gitea включает имя
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Имена jobs `commits`, `security`, `verify` сохранены, но Gitea включает имя
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||||||
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+1
-1
@@ -5,7 +5,7 @@
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|||||||
<link rel="icon" type="image/svg+xml" href="/favicon.svg" />
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<link rel="icon" type="image/svg+xml" href="/favicon.svg" />
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||||||
<link rel="apple-touch-icon" href="/apple-touch-icon.png" />
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<link rel="apple-touch-icon" href="/apple-touch-icon.png" />
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||||||
<meta name="theme-color" content="#ffffff" />
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<meta name="theme-color" content="#ffffff" />
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||||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta name="viewport" content="width=device-width, initial-scale=1.0, viewport-fit=cover" />
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||||||
<title>WealthLedger</title>
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<title>WealthLedger</title>
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||||||
</head>
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</head>
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||||||
<body>
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<body>
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||||||
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|||||||
Generated
+1241
-1291
File diff suppressed because it is too large
Load Diff
+55
-50
@@ -1,10 +1,10 @@
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|||||||
{
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{
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||||||
"name": "wealth-ledger-frontend",
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"name": "wealth-ledger-frontend",
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||||||
"private": true,
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"private": true,
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||||||
"version": "1.2.0",
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"version": "1.2.1",
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||||||
"type": "module",
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"type": "module",
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||||||
"engines": {
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"engines": {
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||||||
"node": "24.21.0"
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"node": "24.22.1"
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||||||
},
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},
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||||||
"scripts": {
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"scripts": {
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||||||
"dev": "npm run build:packages && vite",
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"dev": "npm run build:packages && vite",
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||||||
@@ -37,89 +37,94 @@
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|||||||
"*.{js,mjs,cjs,ts,tsx}": "eslint --fix --max-warnings=0 --no-warn-ignored"
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"*.{js,mjs,cjs,ts,tsx}": "eslint --fix --max-warnings=0 --no-warn-ignored"
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||||||
},
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},
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||||||
"dependencies": {
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"dependencies": {
|
||||||
"@hookform/resolvers": "5.9.1",
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"@hookform/resolvers": "5.9.2",
|
||||||
"@mantine/charts": "9.6.1",
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"@mantine/charts": "9.7.3",
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||||||
"@mantine/core": "9.6.1",
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"@mantine/core": "9.7.3",
|
||||||
"@mantine/dates": "9.6.1",
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"@mantine/dates": "9.7.3",
|
||||||
"@mantine/hooks": "9.6.1",
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"@mantine/hooks": "9.7.3",
|
||||||
"@mantine/notifications": "9.6.1",
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"@mantine/notifications": "9.7.3",
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||||||
"@tanstack/react-query": "5.102.8",
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"@tanstack/react-query": "5.104.5",
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||||||
"@wealthledger/icons": "file:packages/icons",
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"@wealthledger/icons": "file:packages/icons",
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||||||
"@wealthledger/tokens": "file:packages/tokens",
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"@wealthledger/tokens": "file:packages/tokens",
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||||||
"@wealthledger/ui": "file:packages/ui",
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"@wealthledger/ui": "file:packages/ui",
|
||||||
"dayjs": "1.11.23",
|
"dayjs": "1.11.23",
|
||||||
"i18next": "26.4.2",
|
"i18next": "26.5.10",
|
||||||
"motion": "13.2.0",
|
"motion": "13.5.1",
|
||||||
"openapi-fetch": "0.17.0",
|
"openapi-fetch": "0.17.0",
|
||||||
"openapi-react-query": "0.5.4",
|
"openapi-react-query": "0.5.4",
|
||||||
"react": "19.3.0",
|
"react": "19.3.1",
|
||||||
"react-dom": "19.3.0",
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"react-dom": "19.3.1",
|
||||||
"react-hook-form": "7.88.0",
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"react-hook-form": "7.91.0",
|
||||||
"react-i18next": "17.0.14",
|
"react-i18next": "17.1.8",
|
||||||
"react-is": "19.3.0",
|
"react-is": "19.3.1",
|
||||||
"react-router": "8.3.1",
|
"react-router": "8.5.0",
|
||||||
"recharts": "3.10.1",
|
"recharts": "3.10.1",
|
||||||
"zod": "4.6.4"
|
"zod": "4.6.7"
|
||||||
},
|
},
|
||||||
"devDependencies": {
|
"devDependencies": {
|
||||||
"@babel/core": "8.0.5",
|
"@babel/core": "8.0.9",
|
||||||
"@commitlint/cli": "21.2.2",
|
"@commitlint/cli": "21.2.4",
|
||||||
"@commitlint/config-conventional": "21.2.2",
|
"@commitlint/config-conventional": "21.2.4",
|
||||||
"@eslint-react/eslint-plugin": "5.21.0",
|
"@eslint-react/eslint-plugin": "5.28.8",
|
||||||
"@eslint/js": "10.0.1",
|
"@eslint/js": "10.0.1",
|
||||||
"@release-it/conventional-changelog": "12.0.0",
|
"@release-it/conventional-changelog": "12.0.2",
|
||||||
"@rolldown/plugin-babel": "0.2.4",
|
"@rolldown/plugin-babel": "0.2.4",
|
||||||
"@storybook/addon-docs": "10.6.0",
|
"@storybook/addon-docs": "10.6.3",
|
||||||
"@storybook/react-vite": "10.6.0",
|
"@storybook/react-vite": "10.6.3",
|
||||||
"@stylistic/eslint-plugin": "5.10.0",
|
"@stylistic/eslint-plugin": "5.10.0",
|
||||||
"@tanstack/eslint-plugin-query": "5.104.0",
|
"@tanstack/eslint-plugin-query": "5.104.5",
|
||||||
"@testing-library/jest-dom": "7.0.1",
|
"@testing-library/jest-dom": "7.0.1",
|
||||||
"@testing-library/react": "16.3.3",
|
"@testing-library/react": "16.3.3",
|
||||||
"@types/node": "24.13.4",
|
"@types/node": "24.19.2",
|
||||||
"@types/react": "19.3.0",
|
"@types/react": "19.3.0",
|
||||||
"@types/react-dom": "19.3.0",
|
"@types/react-dom": "19.3.0",
|
||||||
"@vitejs/plugin-react": "6.1.1",
|
"@vitejs/plugin-react": "6.1.2",
|
||||||
"@vitest/browser-playwright": "5.0.0",
|
"@vitest/browser": "5.0.5",
|
||||||
"@vitest/coverage-v8": "5.0.0",
|
"@vitest/browser-playwright": "5.0.5",
|
||||||
|
"@vitest/coverage-v8": "5.0.5",
|
||||||
"@vitest/eslint-plugin": "1.6.27",
|
"@vitest/eslint-plugin": "1.6.27",
|
||||||
|
"@vitest/ui": "5.0.5",
|
||||||
"babel-plugin-react-compiler": "1.0.0",
|
"babel-plugin-react-compiler": "1.0.0",
|
||||||
"conventional-changelog-conventionalcommits": "10.4.0",
|
"conventional-changelog-conventionalcommits": "10.4.1",
|
||||||
"dependency-cruiser": "18.2.0",
|
"dependency-cruiser": "18.7.0",
|
||||||
"eslint": "10.11.0",
|
"eslint": "10.13.0",
|
||||||
"eslint-import-resolver-typescript": "4.4.5",
|
"eslint-import-resolver-typescript": "4.4.5",
|
||||||
"eslint-plugin-import-x": "4.17.1",
|
"eslint-plugin-import-x": "4.17.1",
|
||||||
"eslint-plugin-jest-dom": "5.10.1",
|
"eslint-plugin-jest-dom": "5.10.1",
|
||||||
"eslint-plugin-no-unsanitized": "4.1.5",
|
"eslint-plugin-no-unsanitized": "4.1.5",
|
||||||
"eslint-plugin-perfectionist": "5.12.1",
|
"eslint-plugin-perfectionist": "5.13.0",
|
||||||
"eslint-plugin-react-hooks": "7.1.1",
|
"eslint-plugin-react-hooks": "7.1.1",
|
||||||
"eslint-plugin-react-refresh": "0.5.7",
|
"eslint-plugin-react-refresh": "0.5.7",
|
||||||
"eslint-plugin-regexp": "3.3.1",
|
"eslint-plugin-regexp": "3.3.1",
|
||||||
"eslint-plugin-security": "4.1.0",
|
"eslint-plugin-security": "4.2.0",
|
||||||
"eslint-plugin-sonarjs": "4.2.1",
|
"eslint-plugin-sonarjs": "4.2.2",
|
||||||
"eslint-plugin-storybook": "10.6.0",
|
"eslint-plugin-storybook": "10.6.3",
|
||||||
"eslint-plugin-testing-library": "7.16.2",
|
"eslint-plugin-testing-library": "7.16.2",
|
||||||
"eslint-plugin-unicorn": "76.0.0",
|
"eslint-plugin-unicorn": "76.0.0",
|
||||||
"globals": "17.12.0",
|
"globals": "17.13.0",
|
||||||
"husky": "9.1.7",
|
"husky": "9.1.7",
|
||||||
"jsdom": "30.0.1",
|
"jsdom": "30.1.3",
|
||||||
"knip": "6.35.1",
|
"knip": "6.43.0",
|
||||||
"lint-staged": "17.5.1",
|
"lint-staged": "17.6.0",
|
||||||
"msw": "2.15.0",
|
"msw": "2.15.0",
|
||||||
"openapi-typescript": "7.13.0",
|
"openapi-typescript": "7.13.0",
|
||||||
"playwright": "1.63.0",
|
"playwright": "1.64.1",
|
||||||
"release-it": "21.0.2",
|
"release-it": "21.1.1",
|
||||||
"storybook": "10.6.0",
|
"storybook": "10.6.3",
|
||||||
"typescript": "5.9.3",
|
"typescript": "5.9.3",
|
||||||
"typescript-eslint": "8.70.1",
|
"typescript-eslint": "8.72.0",
|
||||||
"vite": "8.3.0",
|
"vite": "8.3.5",
|
||||||
"vite-plugin-pwa": "1.3.0",
|
"vite-plugin-pwa": "1.3.0",
|
||||||
"vitest": "5.0.0"
|
"vitest": "5.0.5"
|
||||||
},
|
},
|
||||||
"overrides": {
|
"overrides": {
|
||||||
"release-it": {
|
"release-it": {
|
||||||
"basic-ftp": "6.2.1",
|
"basic-ftp": "6.2.3",
|
||||||
"undici": "7.29.1"
|
"undici": "8.12.3"
|
||||||
}
|
},
|
||||||
|
"@vitest/browser": "5.0.5",
|
||||||
|
"@vitest/ui": "5.0.5",
|
||||||
|
"@vitest/mocker": "5.0.5"
|
||||||
},
|
},
|
||||||
"allowScripts": {
|
"allowScripts": {
|
||||||
"esbuild@0.28.2": true,
|
"esbuild@0.28.2": true,
|
||||||
|
|||||||
@@ -20,14 +20,14 @@
|
|||||||
"build": "vite build && tsc -p tsconfig.json"
|
"build": "vite build && tsc -p tsconfig.json"
|
||||||
},
|
},
|
||||||
"peerDependencies": {
|
"peerDependencies": {
|
||||||
"react": "19.3.0"
|
"react": "19.3.1"
|
||||||
},
|
},
|
||||||
"devDependencies": {
|
"devDependencies": {
|
||||||
"@storybook/react-vite": "10.6.0",
|
"@storybook/react-vite": "10.6.3",
|
||||||
"@testing-library/react": "16.3.3",
|
"@testing-library/react": "16.3.3",
|
||||||
"@types/react": "19.3.0",
|
"@types/react": "19.3.0",
|
||||||
"typescript": "5.9.3",
|
"typescript": "5.9.3",
|
||||||
"vite": "8.3.0",
|
"vite": "8.3.5",
|
||||||
"vitest": "5.0.0"
|
"vitest": "5.0.5"
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|||||||
@@ -27,18 +27,18 @@
|
|||||||
"@wealthledger/tokens": "0.3.0"
|
"@wealthledger/tokens": "0.3.0"
|
||||||
},
|
},
|
||||||
"peerDependencies": {
|
"peerDependencies": {
|
||||||
"@mantine/core": "9.6.1",
|
"@mantine/core": "9.7.3",
|
||||||
"@mantine/hooks": "9.6.1",
|
"@mantine/hooks": "9.7.3",
|
||||||
"react": "19.3.0",
|
"react": "19.3.1",
|
||||||
"react-dom": "19.3.0"
|
"react-dom": "19.3.1"
|
||||||
},
|
},
|
||||||
"devDependencies": {
|
"devDependencies": {
|
||||||
"@storybook/react-vite": "10.6.0",
|
"@storybook/react-vite": "10.6.3",
|
||||||
"@testing-library/react": "16.3.3",
|
"@testing-library/react": "16.3.3",
|
||||||
"@types/react": "19.3.0",
|
"@types/react": "19.3.0",
|
||||||
"storybook": "10.6.0",
|
"storybook": "10.6.3",
|
||||||
"typescript": "5.9.3",
|
"typescript": "5.9.3",
|
||||||
"vite": "8.3.0",
|
"vite": "8.3.5",
|
||||||
"vitest": "5.0.0"
|
"vitest": "5.0.5"
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|||||||
@@ -16,7 +16,7 @@ type EntryCardProps = {
|
|||||||
tone: "negative"
|
tone: "negative"
|
||||||
| "neutral"
|
| "neutral"
|
||||||
| "positive";
|
| "positive";
|
||||||
value: string;
|
value: ReactNode;
|
||||||
valueLabel: string;
|
valueLabel: string;
|
||||||
wrap?: boolean;
|
wrap?: boolean;
|
||||||
};
|
};
|
||||||
@@ -32,6 +32,7 @@ const EntryCard: FC<EntryCardProps> = (props) => {
|
|||||||
|
|
||||||
const valueContainerClass = props.actions ? classes.valueFooter : undefined;
|
const valueContainerClass = props.actions ? classes.valueFooter : undefined;
|
||||||
const valueLabelClass = `${classes[props.tone]} ${props.actions ? classes.valueLabel : ""}`;
|
const valueLabelClass = `${classes[props.tone]} ${props.actions ? classes.valueLabel : ""}`;
|
||||||
|
const valueComponent = typeof props.value === "string" ? undefined : "div";
|
||||||
|
|
||||||
return (
|
return (
|
||||||
<Paper
|
<Paper
|
||||||
@@ -63,7 +64,11 @@ const EntryCard: FC<EntryCardProps> = (props) => {
|
|||||||
</Stack>
|
</Stack>
|
||||||
|
|
||||||
<Stack className={classes.value} gap={2}>
|
<Stack className={classes.value} gap={2}>
|
||||||
<Text className={classes[props.tone]} fw={700}>
|
<Text
|
||||||
|
className={classes[props.tone]}
|
||||||
|
component={valueComponent}
|
||||||
|
fw={700}
|
||||||
|
>
|
||||||
{props.value}
|
{props.value}
|
||||||
</Text>
|
</Text>
|
||||||
|
|
||||||
|
|||||||
@@ -11,7 +11,7 @@ import {
|
|||||||
} from "@testing-library/react";
|
} from "@testing-library/react";
|
||||||
import { http, HttpResponse } from "msw";
|
import { http, HttpResponse } from "msw";
|
||||||
import { MemoryRouter, useLocation } from "react-router";
|
import { MemoryRouter, useLocation } from "react-router";
|
||||||
import { beforeEach, describe, expect, it } from "vitest";
|
import { afterEach, beforeEach, describe, expect, it, vi } from "vitest";
|
||||||
|
|
||||||
import type { BrokerageOperation } from "@/entities/broker-operation";
|
import type { BrokerageOperation } from "@/entities/broker-operation";
|
||||||
import type { IncomeAnalytics } from "@/entities/income";
|
import type { IncomeAnalytics } from "@/entities/income";
|
||||||
@@ -46,8 +46,10 @@ const position: Portfolio["positions"][number]
|
|||||||
displayName: "Сбербанк",
|
displayName: "Сбербанк",
|
||||||
figi: "SBER",
|
figi: "SBER",
|
||||||
isin: null,
|
isin: null,
|
||||||
|
issuer: null,
|
||||||
logoName: null,
|
logoName: null,
|
||||||
quantity: "2",
|
quantity: "2",
|
||||||
|
sector: null,
|
||||||
ticker: "SBER",
|
ticker: "SBER",
|
||||||
type: "STOCK",
|
type: "STOCK",
|
||||||
};
|
};
|
||||||
@@ -145,6 +147,7 @@ function renderPage(path: string) {
|
|||||||
return client;
|
return client;
|
||||||
}
|
}
|
||||||
|
|
||||||
|
afterEach(() => vi.useRealTimers());
|
||||||
beforeEach(() => {
|
beforeEach(() => {
|
||||||
server.use(
|
server.use(
|
||||||
http.post("*/api/v1/auth/refresh", () =>
|
http.post("*/api/v1/auth/refresh", () =>
|
||||||
@@ -271,6 +274,8 @@ describe("All accounts routes", () => {
|
|||||||
);
|
);
|
||||||
|
|
||||||
it("restores applied dates when switching accounts in events", async () => {
|
it("restores applied dates when switching accounts in events", async () => {
|
||||||
|
vi.useFakeTimers({ toFake: ["Date"] });
|
||||||
|
vi.setSystemTime(new Date("2026-10-15T12:00:00Z"));
|
||||||
// The events calendar blocks past dates, so pick within selectable dates.
|
// The events calendar blocks past dates, so pick within selectable dates.
|
||||||
const search = `?from=${defaultPeriod()[0]}&to=${defaultPeriod()[1]}`;
|
const search = `?from=${defaultPeriod()[0]}&to=${defaultPeriod()[1]}`;
|
||||||
renderPage(`/accounts/all/events${search}`);
|
renderPage(`/accounts/all/events${search}`);
|
||||||
@@ -303,14 +308,16 @@ describe("All accounts routes", () => {
|
|||||||
"href",
|
"href",
|
||||||
`/accounts/${account.id}`,
|
`/accounts/${account.id}`,
|
||||||
);
|
);
|
||||||
for (const suffix of ["operations", "income", "events"])
|
|
||||||
expect(
|
for (const [suffix, tab] of [
|
||||||
screen
|
["operations", "Операции"],
|
||||||
.getAllByRole("link")
|
["income", "Доход"],
|
||||||
.find(
|
["events", "События"],
|
||||||
link => link.getAttribute("href") === `/accounts/all/${suffix}`,
|
]) {
|
||||||
),
|
fireEvent.click(screen.getByRole("tab", { name: tab }));
|
||||||
).toBeInTheDocument();
|
expect(screen.getByRole("link", { name: "Подробнее" }))
|
||||||
|
.toHaveAttribute("href", `/accounts/all/${suffix}`);
|
||||||
|
}
|
||||||
});
|
});
|
||||||
|
|
||||||
it("switches accounts within operations with applied filters and a fresh cursor", async () => {
|
it("switches accounts within operations with applied filters and a fresh cursor", async () => {
|
||||||
|
|||||||
@@ -190,6 +190,30 @@ describe("AppRoutes", () => {
|
|||||||
expect(document.title).toBe("Карты — WealthLedger");
|
expect(document.title).toBe("Карты — WealthLedger");
|
||||||
});
|
});
|
||||||
|
|
||||||
|
it("offers a retry instead of the login form while the server is unreachable, then restores the route", async () => {
|
||||||
|
let isOutage = true;
|
||||||
|
server.use(
|
||||||
|
http.post("*/api/v1/auth/refresh", () =>
|
||||||
|
isOutage
|
||||||
|
? new HttpResponse(null, { status: 502 })
|
||||||
|
: HttpResponse.json({
|
||||||
|
accessToken: "test-token",
|
||||||
|
user: { email: "user@example.com", id: "user-1" },
|
||||||
|
}),
|
||||||
|
),
|
||||||
|
);
|
||||||
|
renderRoutes("/accounts");
|
||||||
|
|
||||||
|
expect(await screen.findByRole("alert")).toHaveTextContent("Не удалось подключиться");
|
||||||
|
expect(screen.queryByRole("heading", { name: "Вход" })).not.toBeInTheDocument();
|
||||||
|
isOutage = false;
|
||||||
|
fireEvent.click(screen.getByRole("button", { name: "Повторить" }));
|
||||||
|
|
||||||
|
expect(
|
||||||
|
await screen.findByRole("heading", { level: 2, name: "Нет инвестиционных счетов" }),
|
||||||
|
).toBeVisible();
|
||||||
|
});
|
||||||
|
|
||||||
it("lazy-loads the protected shell for an authenticated accounts route", async () => {
|
it("lazy-loads the protected shell for an authenticated accounts route", async () => {
|
||||||
server.use(
|
server.use(
|
||||||
http.post("*/api/v1/auth/refresh", () =>
|
http.post("*/api/v1/auth/refresh", () =>
|
||||||
@@ -208,7 +232,8 @@ describe("AppRoutes", () => {
|
|||||||
}),
|
}),
|
||||||
).toBeInTheDocument();
|
).toBeInTheDocument();
|
||||||
expect(
|
expect(
|
||||||
screen.getByRole("navigation", { name: "WealthLedger" }),
|
screen.getAllByRole("navigation", { name: "Основная навигация" }),
|
||||||
).toBeInTheDocument();
|
).toHaveLength(2);
|
||||||
|
expect(screen.queryByRole("banner")).not.toBeInTheDocument();
|
||||||
});
|
});
|
||||||
});
|
});
|
||||||
|
|||||||
@@ -10,7 +10,6 @@ import { useAuth } from "@/features/auth";
|
|||||||
|
|
||||||
type BoundaryProps = PropsWithChildren<{
|
type BoundaryProps = PropsWithChildren<{
|
||||||
authenticated: boolean;
|
authenticated: boolean;
|
||||||
routeKey: string;
|
|
||||||
}>;
|
}>;
|
||||||
|
|
||||||
type RouteErrorFallbackProps = {
|
type RouteErrorFallbackProps = {
|
||||||
@@ -26,12 +25,6 @@ class Boundary extends Component<BoundaryProps, State> {
|
|||||||
|
|
||||||
override state: State = { hasError: false };
|
override state: State = { hasError: false };
|
||||||
|
|
||||||
override componentDidUpdate(previousProps: BoundaryProps) {
|
|
||||||
if (previousProps.routeKey !== this.props.routeKey && this.state.hasError) {
|
|
||||||
this.setState({ hasError: false });
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
override render() {
|
override render() {
|
||||||
return this.state.hasError
|
return this.state.hasError
|
||||||
? <RouteErrorFallback authenticated={this.props.authenticated} />
|
? <RouteErrorFallback authenticated={this.props.authenticated} />
|
||||||
@@ -70,10 +63,7 @@ const RouteErrorBoundary: FC<PropsWithChildren> = (props) => {
|
|||||||
const { user } = useAuth();
|
const { user } = useAuth();
|
||||||
|
|
||||||
return (
|
return (
|
||||||
<Boundary
|
<Boundary authenticated={Boolean(user)} key={`${pathname}${search}:${key}`}>
|
||||||
authenticated={Boolean(user)}
|
|
||||||
routeKey={`${pathname}${search}:${key}`}
|
|
||||||
>
|
|
||||||
{children}
|
{children}
|
||||||
</Boundary>
|
</Boundary>
|
||||||
);
|
);
|
||||||
|
|||||||
@@ -1,4 +1,7 @@
|
|||||||
|
import { Button, Container } from "@mantine/core";
|
||||||
|
import { StateView } from "@wealthledger/ui";
|
||||||
import { type FC, type PropsWithChildren, useState } from "react";
|
import { type FC, type PropsWithChildren, useState } from "react";
|
||||||
|
import { useTranslation } from "react-i18next";
|
||||||
import { Navigate, useLocation } from "react-router";
|
import { Navigate, useLocation } from "react-router";
|
||||||
|
|
||||||
import { useAuth } from "@/features/auth";
|
import { useAuth } from "@/features/auth";
|
||||||
@@ -7,12 +10,26 @@ import { RouteSkeleton } from "./RouteFallback";
|
|||||||
|
|
||||||
const Protected: FC<PropsWithChildren> = (props) => {
|
const Protected: FC<PropsWithChildren> = (props) => {
|
||||||
const { children } = props;
|
const { children } = props;
|
||||||
const { ready, signedOut, user } = useAuth();
|
const { ready, retry, signedOut, unavailable, user } = useAuth();
|
||||||
|
const { t } = useTranslation();
|
||||||
const location = useLocation();
|
const location = useLocation();
|
||||||
const [wasAuthenticated, setWasAuthenticated] = useState(false);
|
const [wasAuthenticated, setWasAuthenticated] = useState(false);
|
||||||
if (user && !wasAuthenticated) setWasAuthenticated(true);
|
if (user && !wasAuthenticated) setWasAuthenticated(true);
|
||||||
if (!ready) return <RouteSkeleton variant="shell" />;
|
if (!ready) return <RouteSkeleton variant="shell" />;
|
||||||
|
|
||||||
|
// The server was unreachable (e.g. mid-deploy), so the session is unproven, not gone.
|
||||||
|
if (!user && unavailable)
|
||||||
|
return (
|
||||||
|
<Container py="xl" size={560}>
|
||||||
|
<StateView
|
||||||
|
action={<Button onClick={retry}>{t("auth.retry")}</Button>}
|
||||||
|
error
|
||||||
|
text={t("auth.unavailableText")}
|
||||||
|
title={t("auth.unavailableTitle")}
|
||||||
|
/>
|
||||||
|
</Container>
|
||||||
|
);
|
||||||
|
|
||||||
const loginState = signedOut && wasAuthenticated
|
const loginState = signedOut && wasAuthenticated
|
||||||
? undefined
|
? undefined
|
||||||
: { returnTo: `${location.pathname}${location.search}` };
|
: { returnTo: `${location.pathname}${location.search}` };
|
||||||
|
|||||||
@@ -1,12 +1,22 @@
|
|||||||
|
.root {
|
||||||
|
--bottom-nav-height: 56px;
|
||||||
|
}
|
||||||
|
|
||||||
.content {
|
.content {
|
||||||
max-width: 1120px;
|
max-width: 1120px;
|
||||||
margin-inline: auto;
|
margin-inline: auto;
|
||||||
}
|
}
|
||||||
|
|
||||||
.header {
|
.brand {
|
||||||
align-items: center;
|
align-items: center;
|
||||||
|
border-bottom: 1px solid var(--mantine-color-gray-3);
|
||||||
display: flex;
|
display: flex;
|
||||||
padding: 0 var(--mantine-spacing-md);
|
min-height: 60px;
|
||||||
|
padding-inline: var(--mantine-spacing-sm);
|
||||||
|
}
|
||||||
|
|
||||||
|
.navList {
|
||||||
|
padding: var(--mantine-spacing-sm);
|
||||||
}
|
}
|
||||||
|
|
||||||
.bottomNav {
|
.bottomNav {
|
||||||
@@ -52,29 +62,85 @@
|
|||||||
.bottomNav {
|
.bottomNav {
|
||||||
background: var(--mantine-color-white);
|
background: var(--mantine-color-white);
|
||||||
border-top: 1px solid var(--mantine-color-gray-3);
|
border-top: 1px solid var(--mantine-color-gray-3);
|
||||||
bottom: 0;
|
display: grid;
|
||||||
display: flex;
|
grid-template-columns: repeat(5, minmax(0, 1fr));
|
||||||
justify-content: space-around;
|
inset: auto 0 0;
|
||||||
left: 0;
|
min-height: calc(var(--bottom-nav-height) + env(safe-area-inset-bottom, 0px));
|
||||||
padding: var(--mantine-spacing-xs) 2px;
|
padding-bottom: env(safe-area-inset-bottom, 0px);
|
||||||
gap: 2px;
|
padding-inline:
|
||||||
font-size: 11px;
|
max(4px, env(safe-area-inset-left, 0px))
|
||||||
& a {
|
max(4px, env(safe-area-inset-right, 0px));
|
||||||
min-width: 0;
|
|
||||||
padding: 8px 2px;
|
|
||||||
text-align: center;
|
|
||||||
}
|
|
||||||
position: fixed;
|
position: fixed;
|
||||||
right: 0;
|
z-index: var(--mantine-z-index-app);
|
||||||
z-index: 200;
|
}
|
||||||
|
|
||||||
|
.bottomNavItem {
|
||||||
|
align-items: center;
|
||||||
|
color: var(--mantine-color-gray-7);
|
||||||
|
display: flex;
|
||||||
|
flex-direction: column;
|
||||||
|
gap: 2px;
|
||||||
|
justify-content: center;
|
||||||
|
min-height: var(--bottom-nav-height);
|
||||||
|
min-width: 0;
|
||||||
|
text-decoration: none;
|
||||||
|
|
||||||
|
&:active .iconPill {
|
||||||
|
background-color: var(--mantine-color-gray-1);
|
||||||
|
}
|
||||||
|
|
||||||
|
&:focus-visible {
|
||||||
|
outline: 2px solid var(--mantine-primary-color-filled);
|
||||||
|
outline-offset: -2px;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
@media (hover: hover) {
|
||||||
|
.bottomNavItem:hover .iconPill {
|
||||||
|
background-color: var(--mantine-color-gray-1);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.iconPill {
|
||||||
|
align-items: center;
|
||||||
|
border-radius: 14px;
|
||||||
|
display: inline-flex;
|
||||||
|
height: 28px;
|
||||||
|
justify-content: center;
|
||||||
|
width: 48px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bottomNavLabel {
|
||||||
|
font-size: 12px;
|
||||||
|
font-weight: 500;
|
||||||
|
line-height: 16px;
|
||||||
|
max-width: 100%;
|
||||||
|
overflow: hidden;
|
||||||
|
text-overflow: ellipsis;
|
||||||
|
white-space: nowrap;
|
||||||
|
}
|
||||||
|
|
||||||
|
@media (prefers-reduced-motion: no-preference) {
|
||||||
|
.bottomNavItem,
|
||||||
|
.iconPill {
|
||||||
|
transition:
|
||||||
|
background-color 150ms ease-in-out,
|
||||||
|
color 150ms ease-in-out;
|
||||||
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
.active {
|
.active {
|
||||||
color: var(--mantine-primary-color-filled);
|
color: var(--mantine-primary-color-filled);
|
||||||
font-weight: 600;
|
|
||||||
|
& .iconPill {
|
||||||
|
background-color: var(--mantine-primary-color-light);
|
||||||
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
.main {
|
.main {
|
||||||
padding-bottom: 5rem;
|
padding-bottom: calc(
|
||||||
|
var(--bottom-nav-height) + env(safe-area-inset-bottom, 0px) +
|
||||||
|
var(--mantine-spacing-md)
|
||||||
|
);
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|||||||
@@ -0,0 +1,47 @@
|
|||||||
|
import { MantineProvider } from "@mantine/core";
|
||||||
|
import { render, screen, within } from "@testing-library/react";
|
||||||
|
import { MemoryRouter } from "react-router";
|
||||||
|
import { describe, expect, it } from "vitest";
|
||||||
|
|
||||||
|
import { AppShell } from "./AppShell";
|
||||||
|
|
||||||
|
function renderShell(path: string) {
|
||||||
|
return render(
|
||||||
|
<MantineProvider>
|
||||||
|
<MemoryRouter initialEntries={[path]}>
|
||||||
|
<AppShell />
|
||||||
|
</MemoryRouter>
|
||||||
|
</MantineProvider>,
|
||||||
|
);
|
||||||
|
}
|
||||||
|
|
||||||
|
describe("AppShell", () => {
|
||||||
|
it("has no header banner", () => {
|
||||||
|
renderShell("/cards");
|
||||||
|
|
||||||
|
expect(screen.queryByRole("banner")).not.toBeInTheDocument();
|
||||||
|
});
|
||||||
|
|
||||||
|
it("marks only the current bottom navigation item", () => {
|
||||||
|
renderShell("/cards");
|
||||||
|
|
||||||
|
const bottomNav = screen
|
||||||
|
.getAllByRole("navigation", { name: "Основная навигация" })
|
||||||
|
.at(-1);
|
||||||
|
|
||||||
|
if (!bottomNav) {
|
||||||
|
throw new Error("Bottom navigation is not rendered");
|
||||||
|
}
|
||||||
|
|
||||||
|
const links = within(bottomNav).getAllByRole("link");
|
||||||
|
|
||||||
|
expect(links).toHaveLength(5);
|
||||||
|
expect(within(bottomNav).getByRole("link", { name: "Карты" })).toHaveAttribute(
|
||||||
|
"aria-current",
|
||||||
|
"page",
|
||||||
|
);
|
||||||
|
expect(
|
||||||
|
within(bottomNav).getByRole("link", { name: "Счета" }),
|
||||||
|
).not.toHaveAttribute("aria-current");
|
||||||
|
});
|
||||||
|
});
|
||||||
@@ -17,6 +17,12 @@ type AppShellProps = {
|
|||||||
contentAboveOutlet?: ReactNode;
|
contentAboveOutlet?: ReactNode;
|
||||||
};
|
};
|
||||||
|
|
||||||
|
function getBottomNavItemClass({ isActive }: { isActive: boolean }) {
|
||||||
|
return isActive
|
||||||
|
? `${classes.bottomNavItem} ${classes.active}`
|
||||||
|
: classes.bottomNavItem;
|
||||||
|
}
|
||||||
|
|
||||||
const AppShell: FC<AppShellProps> = (props) => {
|
const AppShell: FC<AppShellProps> = (props) => {
|
||||||
const { contentAboveOutlet } = props;
|
const { contentAboveOutlet } = props;
|
||||||
const { t } = useTranslation();
|
const { t } = useTranslation();
|
||||||
@@ -24,31 +30,31 @@ const AppShell: FC<AppShellProps> = (props) => {
|
|||||||
|
|
||||||
const items = [
|
const items = [
|
||||||
{
|
{
|
||||||
icon: <PortfolioIcon size={20} />,
|
Icon: PortfolioIcon,
|
||||||
iconClassName: classes.portfolioIcon,
|
iconClassName: classes.portfolioIcon,
|
||||||
label: t("navigation.accounts"),
|
label: t("navigation.accounts"),
|
||||||
to: "/accounts",
|
to: "/accounts",
|
||||||
},
|
},
|
||||||
{
|
{
|
||||||
icon: <CardsIcon size={20} />,
|
Icon: CardsIcon,
|
||||||
iconClassName: classes.cardsIcon,
|
iconClassName: classes.cardsIcon,
|
||||||
label: t("navigation.cards"),
|
label: t("navigation.cards"),
|
||||||
to: "/cards",
|
to: "/cards",
|
||||||
},
|
},
|
||||||
{
|
{
|
||||||
icon: <StocksIcon size={20} />,
|
Icon: StocksIcon,
|
||||||
iconClassName: classes.stocksIcon,
|
iconClassName: classes.stocksIcon,
|
||||||
label: t("navigation.stocks"),
|
label: t("navigation.stocks"),
|
||||||
to: "/stocks",
|
to: "/stocks",
|
||||||
},
|
},
|
||||||
{
|
{
|
||||||
icon: <BondsIcon size={20} />,
|
Icon: BondsIcon,
|
||||||
iconClassName: classes.bondsIcon,
|
iconClassName: classes.bondsIcon,
|
||||||
label: t("navigation.bonds"),
|
label: t("navigation.bonds"),
|
||||||
to: "/bonds",
|
to: "/bonds",
|
||||||
},
|
},
|
||||||
{
|
{
|
||||||
icon: <SettingsIcon size={20} />,
|
Icon: SettingsIcon,
|
||||||
iconClassName: classes.settingsIcon,
|
iconClassName: classes.settingsIcon,
|
||||||
label: t("navigation.settings"),
|
label: t("navigation.settings"),
|
||||||
to: "/settings",
|
to: "/settings",
|
||||||
@@ -57,32 +63,32 @@ const AppShell: FC<AppShellProps> = (props) => {
|
|||||||
|
|
||||||
return (
|
return (
|
||||||
<MantineAppShell
|
<MantineAppShell
|
||||||
header={{ height: 60 }}
|
className={classes.root}
|
||||||
navbar={{ breakpoint: "sm", collapsed: { mobile: true }, width: 220 }}
|
navbar={{ breakpoint: "sm", collapsed: { mobile: true }, width: 220 }}
|
||||||
padding="md"
|
padding="md"
|
||||||
>
|
>
|
||||||
<MantineAppShell.Header className={classes.header}>
|
<MantineAppShell.Navbar aria-label={t("navigation.primary")}>
|
||||||
<Text fw={700}>{t("appName")}</Text>
|
<div className={classes.brand}>
|
||||||
</MantineAppShell.Header>
|
<Text fw={700}>{t("appName")}</Text>
|
||||||
|
</div>
|
||||||
|
|
||||||
<MantineAppShell.Navbar p="sm">
|
<div className={classes.navList}>
|
||||||
{items.map(item => (
|
{items.map(item => (
|
||||||
<NavLink
|
<NavLink
|
||||||
active={pathname.startsWith(item.to)}
|
active={pathname.startsWith(item.to)}
|
||||||
className={classes.navLink}
|
className={classes.navLink}
|
||||||
component={RouterNavLink}
|
component={RouterNavLink}
|
||||||
key={item.to}
|
key={item.to}
|
||||||
label={item.label}
|
label={item.label}
|
||||||
leftSection={(
|
leftSection={(
|
||||||
<span
|
<span className={`${classes.navIcon} ${item.iconClassName}`}>
|
||||||
className={`${classes.navIcon} ${item.iconClassName ?? ""}`}
|
<item.Icon size={20} />
|
||||||
>
|
</span>
|
||||||
{item.icon}
|
)}
|
||||||
</span>
|
to={item.to}
|
||||||
)}
|
/>
|
||||||
to={item.to}
|
))}
|
||||||
/>
|
</div>
|
||||||
))}
|
|
||||||
</MantineAppShell.Navbar>
|
</MantineAppShell.Navbar>
|
||||||
|
|
||||||
<MantineAppShell.Main className={classes.main}>
|
<MantineAppShell.Main className={classes.main}>
|
||||||
@@ -93,22 +99,23 @@ const AppShell: FC<AppShellProps> = (props) => {
|
|||||||
</div>
|
</div>
|
||||||
</MantineAppShell.Main>
|
</MantineAppShell.Main>
|
||||||
|
|
||||||
<nav aria-label={t("appName")} className={classes.bottomNav}>
|
<nav
|
||||||
{items.map((item) => {
|
aria-label={t("navigation.primary")}
|
||||||
const appearanceClass = pathname.startsWith(item.to)
|
className={classes.bottomNav}
|
||||||
? classes.active
|
>
|
||||||
: undefined;
|
{items.map(item => (
|
||||||
|
<RouterNavLink
|
||||||
|
className={getBottomNavItemClass}
|
||||||
|
key={item.to}
|
||||||
|
to={item.to}
|
||||||
|
>
|
||||||
|
<span className={classes.iconPill}>
|
||||||
|
<item.Icon size={24} />
|
||||||
|
</span>
|
||||||
|
|
||||||
return (
|
<span className={classes.bottomNavLabel}>{item.label}</span>
|
||||||
<RouterNavLink
|
</RouterNavLink>
|
||||||
className={appearanceClass}
|
))}
|
||||||
key={item.to}
|
|
||||||
to={item.to}
|
|
||||||
>
|
|
||||||
{item.label}
|
|
||||||
</RouterNavLink>
|
|
||||||
);
|
|
||||||
})}
|
|
||||||
</nav>
|
</nav>
|
||||||
</MantineAppShell>
|
</MantineAppShell>
|
||||||
);
|
);
|
||||||
|
|||||||
@@ -5,5 +5,7 @@ export {
|
|||||||
type OperationCategory,
|
type OperationCategory,
|
||||||
useBrokerageOperations,
|
useBrokerageOperations,
|
||||||
} from "./api/useBrokerageOperations";
|
} from "./api/useBrokerageOperations";
|
||||||
|
export { brokerageOperationGroupKey } from "./model/display";
|
||||||
export { useBrokerageOperationHistory } from "./model/useBrokerageOperationHistory";
|
export { useBrokerageOperationHistory } from "./model/useBrokerageOperationHistory";
|
||||||
export { LedgerEntryRow } from "./ui/LedgerEntryRow";
|
export { LedgerEntryRow } from "./ui/LedgerEntryRow";
|
||||||
|
export { OperationGroup } from "./ui/OperationGroup";
|
||||||
|
|||||||
@@ -1,9 +1,12 @@
|
|||||||
import { expect, it } from "vitest";
|
import { describe, expect, it } from "vitest";
|
||||||
|
|
||||||
import { operationLabelKey } from "./display";
|
import type { BrokerageOperation } from "../api/useBrokerageOperations";
|
||||||
|
|
||||||
|
import { brokerageOperationGroupKey, operationLabelKey } from "./display";
|
||||||
|
|
||||||
it.each([
|
it.each([
|
||||||
["OPERATION_TYPE_BUY", "buy"],
|
["OPERATION_TYPE_BUY", "buy"],
|
||||||
|
["OPERATION_TYPE_COUPON", "other"],
|
||||||
["OPERATION_TYPE_BUY_CARD", "buy"],
|
["OPERATION_TYPE_BUY_CARD", "buy"],
|
||||||
["OPERATION_TYPE_BUY_MARGIN", "buy"],
|
["OPERATION_TYPE_BUY_MARGIN", "buy"],
|
||||||
["OPERATION_TYPE_SELL", "sell"],
|
["OPERATION_TYPE_SELL", "sell"],
|
||||||
@@ -21,3 +24,71 @@ it.each([
|
|||||||
])("preserves the wire operation label for %s", (type, label) => {
|
])("preserves the wire operation label for %s", (type, label) => {
|
||||||
expect(operationLabelKey(type)).toBe(`ledger.operationType.${label}`);
|
expect(operationLabelKey(type)).toBe(`ledger.operationType.${label}`);
|
||||||
});
|
});
|
||||||
|
|
||||||
|
describe("brokerageOperationGroupKey", () => {
|
||||||
|
const base: BrokerageOperation = {
|
||||||
|
account: { id: "account-1", name: "Брокерский" },
|
||||||
|
accruedInterest: null,
|
||||||
|
category: "income",
|
||||||
|
commission: null,
|
||||||
|
description: "Купон",
|
||||||
|
figi: "FIGI",
|
||||||
|
id: "operation",
|
||||||
|
instrumentType: "bond",
|
||||||
|
instrumentUid: "UID",
|
||||||
|
logoName: null,
|
||||||
|
occurredAt: "2026-08-14T10:00:00Z",
|
||||||
|
payment: null,
|
||||||
|
price: null,
|
||||||
|
quantity: null,
|
||||||
|
ticker: "BOND",
|
||||||
|
type: "OPERATION_TYPE_COUPON",
|
||||||
|
};
|
||||||
|
|
||||||
|
it("uses screen day, preferred identity and exact type, not account", () => {
|
||||||
|
const first = brokerageOperationGroupKey(base);
|
||||||
|
|
||||||
|
const same = brokerageOperationGroupKey({
|
||||||
|
...base,
|
||||||
|
account: { id: "account-2", name: "ИИС" },
|
||||||
|
figi: "OTHER-FIGI",
|
||||||
|
occurredAt: "2026-08-14T11:00:00Z",
|
||||||
|
});
|
||||||
|
|
||||||
|
expect(same).toBe(first);
|
||||||
|
expect(brokerageOperationGroupKey({
|
||||||
|
...base,
|
||||||
|
type: "OPERATION_TYPE_DIVIDEND",
|
||||||
|
})).not.toBe(first);
|
||||||
|
});
|
||||||
|
|
||||||
|
it("keeps buy and sell of one instrument in different groups", () => {
|
||||||
|
expect(brokerageOperationGroupKey({ ...base, type: "OPERATION_TYPE_BUY" }))
|
||||||
|
.not.toBe(brokerageOperationGroupKey({
|
||||||
|
...base,
|
||||||
|
type: "OPERATION_TYPE_SELL",
|
||||||
|
}));
|
||||||
|
});
|
||||||
|
|
||||||
|
it("separates local midnight and joins one local day across UTC dates", () => {
|
||||||
|
const before = new Date(2026, 7, 14, 23, 59).toISOString();
|
||||||
|
const after = new Date(2026, 7, 15, 0, 1).toISOString();
|
||||||
|
const morning = new Date(2026, 7, 14, 1).toISOString();
|
||||||
|
const evening = new Date(2026, 7, 14, 23).toISOString();
|
||||||
|
|
||||||
|
expect(brokerageOperationGroupKey({ ...base, occurredAt: before }))
|
||||||
|
.not.toBe(brokerageOperationGroupKey({ ...base, occurredAt: after }));
|
||||||
|
expect(brokerageOperationGroupKey({ ...base, occurredAt: morning }))
|
||||||
|
.toBe(brokerageOperationGroupKey({ ...base, occurredAt: evening }));
|
||||||
|
});
|
||||||
|
|
||||||
|
it("falls back to FIGI and leaves missing identity ungrouped", () => {
|
||||||
|
expect(brokerageOperationGroupKey({ ...base, instrumentUid: null }))
|
||||||
|
.toBe(brokerageOperationGroupKey({ ...base, instrumentUid: "" }));
|
||||||
|
expect(brokerageOperationGroupKey({
|
||||||
|
...base,
|
||||||
|
figi: null,
|
||||||
|
instrumentUid: null,
|
||||||
|
})).toBeNull();
|
||||||
|
});
|
||||||
|
});
|
||||||
|
|||||||
@@ -1,4 +1,4 @@
|
|||||||
import { formatMoney } from "@/shared/lib";
|
import { formatMoney, formatSnapshotDay } from "@/shared/lib";
|
||||||
|
|
||||||
import type { BrokerageOperation } from "../api/useBrokerageOperations";
|
import type { BrokerageOperation } from "../api/useBrokerageOperations";
|
||||||
|
|
||||||
@@ -27,6 +27,19 @@ type PaymentPresentation = {
|
|||||||
| "positive";
|
| "positive";
|
||||||
};
|
};
|
||||||
|
|
||||||
|
function brokerageOperationGroupKey(
|
||||||
|
operation: BrokerageOperation,
|
||||||
|
): null | string {
|
||||||
|
const identity = operation.instrumentUid || operation.figi;
|
||||||
|
if (!identity) return null;
|
||||||
|
|
||||||
|
return JSON.stringify([
|
||||||
|
formatSnapshotDay(operation.occurredAt),
|
||||||
|
identity,
|
||||||
|
operation.type,
|
||||||
|
]);
|
||||||
|
}
|
||||||
|
|
||||||
function entryLabelKey(operation: BrokerageOperation): string {
|
function entryLabelKey(operation: BrokerageOperation): string {
|
||||||
if (operation.category === "income")
|
if (operation.category === "income")
|
||||||
return isOperationType(operation.type, OperationType.Coupon)
|
return isOperationType(operation.type, OperationType.Coupon)
|
||||||
@@ -115,4 +128,11 @@ function paymentPresentation(
|
|||||||
};
|
};
|
||||||
}
|
}
|
||||||
|
|
||||||
export { isIncomePayment, operationLabelKey, paymentPresentation };
|
export {
|
||||||
|
brokerageOperationGroupKey,
|
||||||
|
entryLabelKey,
|
||||||
|
isIncomePayment,
|
||||||
|
isZeroDecimal,
|
||||||
|
operationLabelKey,
|
||||||
|
paymentPresentation,
|
||||||
|
};
|
||||||
|
|||||||
@@ -0,0 +1,131 @@
|
|||||||
|
import { MantineProvider } from "@mantine/core";
|
||||||
|
import { render, screen, within } from "@testing-library/react";
|
||||||
|
import { MemoryRouter } from "react-router";
|
||||||
|
import { describe, expect, it } from "vitest";
|
||||||
|
|
||||||
|
import type { BrokerageOperation } from "../api/useBrokerageOperations";
|
||||||
|
|
||||||
|
import { OperationGroup } from "./OperationGroup";
|
||||||
|
|
||||||
|
function operation(
|
||||||
|
id: string,
|
||||||
|
account: { id: string; name: string },
|
||||||
|
value: null | string,
|
||||||
|
currency = "RUB",
|
||||||
|
): BrokerageOperation {
|
||||||
|
return {
|
||||||
|
account,
|
||||||
|
accruedInterest: null,
|
||||||
|
category: "income",
|
||||||
|
commission: null,
|
||||||
|
description: "Купон",
|
||||||
|
figi: "FIGI",
|
||||||
|
id,
|
||||||
|
instrumentType: "bond",
|
||||||
|
instrumentUid: "UID",
|
||||||
|
logoName: null,
|
||||||
|
occurredAt: "2026-08-14T10:00:00Z",
|
||||||
|
payment: value === null ? null : { currency, value },
|
||||||
|
price: null,
|
||||||
|
quantity: null,
|
||||||
|
ticker: "BOND",
|
||||||
|
type: "OPERATION_TYPE_COUPON",
|
||||||
|
};
|
||||||
|
}
|
||||||
|
|
||||||
|
function renderGroup(
|
||||||
|
operations: BrokerageOperation[],
|
||||||
|
isTotalVisible = true,
|
||||||
|
) {
|
||||||
|
return render(
|
||||||
|
<MantineProvider>
|
||||||
|
<MemoryRouter>
|
||||||
|
<ul>
|
||||||
|
<OperationGroup
|
||||||
|
entries={operations.map((operation, index) => ({
|
||||||
|
key: `${operation.id}-${index}`,
|
||||||
|
operation,
|
||||||
|
}))}
|
||||||
|
totalVisible={isTotalVisible}
|
||||||
|
/>
|
||||||
|
</ul>
|
||||||
|
</MemoryRouter>
|
||||||
|
</MantineProvider>,
|
||||||
|
);
|
||||||
|
}
|
||||||
|
|
||||||
|
describe("OperationGroup", () => {
|
||||||
|
it("shows the header, exact total and separate card rows per account", () => {
|
||||||
|
renderGroup([
|
||||||
|
operation("1", { id: "broker", name: "Брокерский" }, "0.1"),
|
||||||
|
operation("2", { id: "iis", name: "ИИС" }, "0.2"),
|
||||||
|
]);
|
||||||
|
|
||||||
|
expect(screen.getByText("Купон · BOND")).toBeInTheDocument();
|
||||||
|
expect(screen.getByText("+0,3 ₽")).toBeInTheDocument();
|
||||||
|
|
||||||
|
const accounts = within(screen.getByRole("list", {
|
||||||
|
name: /Купон · BOND, Исполнено 14\.08\.2026.*, \+0,3 ₽/,
|
||||||
|
}));
|
||||||
|
|
||||||
|
expect(accounts.getByRole("listitem", { name: "Брокерский, +0,1 ₽" }))
|
||||||
|
.toHaveTextContent("Купон");
|
||||||
|
expect(accounts.getByRole("listitem", { name: "ИИС, +0,2 ₽" }))
|
||||||
|
.toHaveTextContent("Купон");
|
||||||
|
expect(accounts.queryByText(/Исполнено/)).not.toBeInTheDocument();
|
||||||
|
expect(accounts.queryByRole("link")).not.toBeInTheDocument();
|
||||||
|
});
|
||||||
|
|
||||||
|
it("announces the hidden total as unavailable", () => {
|
||||||
|
renderGroup([
|
||||||
|
operation("1", { id: "broker", name: "Брокерский" }, "100"),
|
||||||
|
operation("2", { id: "iis", name: "ИИС" }, null),
|
||||||
|
]);
|
||||||
|
|
||||||
|
expect(screen.getByRole("list", {
|
||||||
|
name: /Купон · BOND, Исполнено .*Итог недоступен/,
|
||||||
|
})).toBeInTheDocument();
|
||||||
|
});
|
||||||
|
|
||||||
|
it.each(["0", "0.000"])(
|
||||||
|
"hides the whole total for a zero source amount (%s)",
|
||||||
|
(value) => {
|
||||||
|
renderGroup([
|
||||||
|
operation("1", { id: "broker", name: "Брокерский" }, value),
|
||||||
|
operation("2", { id: "iis", name: "ИИС" }, "100"),
|
||||||
|
]);
|
||||||
|
|
||||||
|
expect(screen.getAllByText("+100 ₽")).toHaveLength(1);
|
||||||
|
expect(screen.getByText("Итог недоступен")).toBeInTheDocument();
|
||||||
|
},
|
||||||
|
);
|
||||||
|
|
||||||
|
it("hides the total for incomplete data but keeps compensated zero", () => {
|
||||||
|
const { unmount } = renderGroup([
|
||||||
|
operation("1", { id: "broker", name: "Брокерский" }, "100"),
|
||||||
|
operation("2", { id: "iis", name: "ИИС" }, "100"),
|
||||||
|
], false);
|
||||||
|
|
||||||
|
expect(screen.queryByText("+200 ₽")).not.toBeInTheDocument();
|
||||||
|
unmount();
|
||||||
|
|
||||||
|
renderGroup([
|
||||||
|
operation("1", { id: "broker", name: "Брокерский" }, "100"),
|
||||||
|
operation("2", { id: "iis", name: "ИИС" }, "-100"),
|
||||||
|
]);
|
||||||
|
expect(screen.getByText("0 ₽")).toBeInTheDocument();
|
||||||
|
});
|
||||||
|
|
||||||
|
it("renders repeated ids inside one group as separate rows", () => {
|
||||||
|
renderGroup([
|
||||||
|
operation("same", { id: "broker", name: "Брокерский" }, "10"),
|
||||||
|
operation("same", { id: "iis", name: "ИИС" }, "20"),
|
||||||
|
]);
|
||||||
|
|
||||||
|
expect(screen.getByText("+30 ₽")).toBeInTheDocument();
|
||||||
|
const accounts = within(screen.getByRole("list", { name: /Купон/ }));
|
||||||
|
expect(accounts.getAllByText("Брокерский")).toHaveLength(1);
|
||||||
|
expect(accounts.getAllByText("ИИС")).toHaveLength(1);
|
||||||
|
expect(accounts.getAllByRole("listitem")).toHaveLength(2);
|
||||||
|
});
|
||||||
|
});
|
||||||
@@ -0,0 +1,96 @@
|
|||||||
|
import type { FC } from "react";
|
||||||
|
|
||||||
|
import { EntryCard } from "@wealthledger/ui";
|
||||||
|
import { useTranslation } from "react-i18next";
|
||||||
|
|
||||||
|
import {
|
||||||
|
formatSnapshotDay,
|
||||||
|
instrumentLogoUrl,
|
||||||
|
sumMoney,
|
||||||
|
totalText,
|
||||||
|
} from "@/shared/lib";
|
||||||
|
import { AccountCardRow, EntryGroup, EntryGroupTotal } from "@/shared/ui";
|
||||||
|
|
||||||
|
import type { BrokerageOperation } from "../api/useBrokerageOperations";
|
||||||
|
|
||||||
|
import {
|
||||||
|
entryLabelKey,
|
||||||
|
isZeroDecimal,
|
||||||
|
operationLabelKey,
|
||||||
|
paymentPresentation,
|
||||||
|
} from "../model/display";
|
||||||
|
|
||||||
|
type OperationGroupProps = {
|
||||||
|
entries: { key: string; operation: BrokerageOperation }[];
|
||||||
|
totalVisible: boolean;
|
||||||
|
};
|
||||||
|
|
||||||
|
const OperationGroup: FC<OperationGroupProps> = (props) => {
|
||||||
|
const { t } = useTranslation();
|
||||||
|
const operations = props.entries.map(entry => entry.operation);
|
||||||
|
const first = operations.at(0);
|
||||||
|
|
||||||
|
// groupItems only emits groups of at least two entries.
|
||||||
|
if (!first) return null;
|
||||||
|
|
||||||
|
const typeLabel = t(first.category === "income"
|
||||||
|
? entryLabelKey(first)
|
||||||
|
: operationLabelKey(first.type));
|
||||||
|
|
||||||
|
const instrument
|
||||||
|
= first.ticker ?? first.instrumentType ?? t("ledger.noInstrument");
|
||||||
|
|
||||||
|
const amounts = operations.flatMap(operation =>
|
||||||
|
operation.payment ? [operation.payment] : [],
|
||||||
|
);
|
||||||
|
|
||||||
|
const isAmountsKnown = amounts.length === operations.length
|
||||||
|
&& amounts.every(amount => !isZeroDecimal(amount.value));
|
||||||
|
|
||||||
|
const totals = isAmountsKnown && props.totalVisible
|
||||||
|
? sumMoney(amounts)
|
||||||
|
: null;
|
||||||
|
|
||||||
|
const date = formatSnapshotDay(first.occurredAt);
|
||||||
|
const title = `${typeLabel} · ${instrument}`;
|
||||||
|
const totalsText = totalText(totals, true);
|
||||||
|
|
||||||
|
const accessibleName = [
|
||||||
|
title,
|
||||||
|
t("payout.executedAt", { date }),
|
||||||
|
totalsText || t("entryGroup.totalUnavailable"),
|
||||||
|
].join(", ");
|
||||||
|
|
||||||
|
return (
|
||||||
|
<EntryGroup
|
||||||
|
header={(
|
||||||
|
<EntryCard
|
||||||
|
imageSrc={instrumentLogoUrl(first.logoName)}
|
||||||
|
initial={(first.ticker?.trim()[0] ?? "?").toUpperCase()}
|
||||||
|
metadata={t("payout.executedAt", { date })}
|
||||||
|
title={title}
|
||||||
|
tone="neutral"
|
||||||
|
value={<EntryGroupTotal isSigned totals={totals} />}
|
||||||
|
valueLabel={typeLabel}
|
||||||
|
wrap
|
||||||
|
/>
|
||||||
|
)}
|
||||||
|
label={accessibleName}
|
||||||
|
>
|
||||||
|
{props.entries.map(({ key, operation }) => {
|
||||||
|
const payment = paymentPresentation(operation);
|
||||||
|
|
||||||
|
return (
|
||||||
|
<AccountCardRow
|
||||||
|
accountName={operation.account?.name ?? "—"}
|
||||||
|
key={key}
|
||||||
|
value={payment.amount}
|
||||||
|
valueLabel={t(payment.label)}
|
||||||
|
/>
|
||||||
|
);
|
||||||
|
})}
|
||||||
|
</EntryGroup>
|
||||||
|
);
|
||||||
|
};
|
||||||
|
|
||||||
|
export { OperationGroup };
|
||||||
@@ -8,11 +8,15 @@ const VISIBLE_CURRENCY_LIMIT = 2;
|
|||||||
|
|
||||||
type BrokerageAccountCard = {
|
type BrokerageAccountCard = {
|
||||||
account: BrokerageAccount;
|
account: BrokerageAccount;
|
||||||
positionCounts: null
|
positionCounts: null | PositionCounts;
|
||||||
| { bonds: number; stocks: number };
|
|
||||||
source?: NonNullable<InvestmentResourceMeta["dependencies"]>[number];
|
source?: NonNullable<InvestmentResourceMeta["dependencies"]>[number];
|
||||||
summary:
|
summary:
|
||||||
| { remainingCurrencyCount: number; state: "available"; totals: Money[] }
|
| {
|
||||||
|
portfolio: NonNullable<BrokerageAccount["portfolioSummary"]>;
|
||||||
|
remainingCurrencyCount: number;
|
||||||
|
state: "available";
|
||||||
|
totals: Money[];
|
||||||
|
}
|
||||||
| { state: "empty" }
|
| { state: "empty" }
|
||||||
| { state: "unavailable" };
|
| { state: "unavailable" };
|
||||||
};
|
};
|
||||||
@@ -21,6 +25,8 @@ type Money = NonNullable<
|
|||||||
BrokerageAccount["portfolioSummary"]
|
BrokerageAccount["portfolioSummary"]
|
||||||
>["totalsByCurrency"][number];
|
>["totalsByCurrency"][number];
|
||||||
|
|
||||||
|
type PositionCounts = { bonds: number; stocks: number; total: number };
|
||||||
|
|
||||||
function accountTypeKey(type: BrokerageAccount["type"]) {
|
function accountTypeKey(type: BrokerageAccount["type"]) {
|
||||||
return `accounts.types.${type}` as const;
|
return `accounts.types.${type}` as const;
|
||||||
}
|
}
|
||||||
@@ -48,6 +54,7 @@ function brokerageAccountCards(
|
|||||||
const positionCounts = {
|
const positionCounts = {
|
||||||
bonds: summary.bondPositionCount,
|
bonds: summary.bondPositionCount,
|
||||||
stocks: summary.stockPositionCount,
|
stocks: summary.stockPositionCount,
|
||||||
|
total: summary.totalPositionCount,
|
||||||
};
|
};
|
||||||
|
|
||||||
if (summary.totalsByCurrency.length === 0)
|
if (summary.totalsByCurrency.length === 0)
|
||||||
@@ -58,6 +65,7 @@ function brokerageAccountCards(
|
|||||||
positionCounts,
|
positionCounts,
|
||||||
source,
|
source,
|
||||||
summary: {
|
summary: {
|
||||||
|
portfolio: summary,
|
||||||
remainingCurrencyCount: Math.max(
|
remainingCurrencyCount: Math.max(
|
||||||
summary.totalsByCurrency.length - VISIBLE_CURRENCY_LIMIT,
|
summary.totalsByCurrency.length - VISIBLE_CURRENCY_LIMIT,
|
||||||
0,
|
0,
|
||||||
|
|||||||
+87
-109
@@ -1,166 +1,144 @@
|
|||||||
.list {
|
.list {
|
||||||
|
display: grid;
|
||||||
width: 100%;
|
width: 100%;
|
||||||
|
margin: 0;
|
||||||
|
padding: 0;
|
||||||
|
gap: var(--mantine-spacing-sm);
|
||||||
|
list-style: none;
|
||||||
}
|
}
|
||||||
|
|
||||||
.card {
|
.row {
|
||||||
min-width: 0;
|
display: grid;
|
||||||
gap: var(--mantine-spacing-xl);
|
grid-template-areas:
|
||||||
background: var(--mantine-color-white);
|
"identity balance"
|
||||||
border-color: var(--mantine-color-gray-3);
|
"details balance"
|
||||||
box-shadow: 0 4px 16px rgb(15 23 42 / 3%);
|
"structure structure";
|
||||||
|
grid-template-columns: minmax(0, 1fr) minmax(0, auto);
|
||||||
|
gap: var(--mantine-spacing-sm) var(--mantine-spacing-xl);
|
||||||
|
align-items: center;
|
||||||
|
padding: var(--mantine-spacing-lg);
|
||||||
|
border: 1px solid var(--wl-color-border);
|
||||||
|
border-left: 3px solid var(--wl-color-primary);
|
||||||
|
border-radius: var(--mantine-radius-md);
|
||||||
|
background: var(--wl-color-surface);
|
||||||
color: inherit;
|
color: inherit;
|
||||||
text-decoration: none;
|
text-decoration: none;
|
||||||
transition:
|
transition: background-color 160ms ease, border-color 160ms ease;
|
||||||
transform 160ms ease,
|
|
||||||
box-shadow 160ms ease,
|
|
||||||
border-color 160ms ease;
|
|
||||||
}
|
}
|
||||||
|
|
||||||
.card:hover,
|
.row:hover,
|
||||||
.card:focus-visible {
|
.row:focus-visible {
|
||||||
border-color: var(--mantine-color-blue-3);
|
border-color: var(--wl-color-primary);
|
||||||
box-shadow: 0 12px 28px rgb(15 23 42 / 8%);
|
background: var(--wl-color-subtle);
|
||||||
transform: translateY(-3px);
|
|
||||||
}
|
}
|
||||||
|
|
||||||
.card:focus-visible {
|
.row:focus-visible {
|
||||||
outline: 2px solid var(--mantine-color-blue-6);
|
outline: 2px solid var(--wl-color-primary);
|
||||||
outline-offset: 3px;
|
outline-offset: -2px;
|
||||||
}
|
}
|
||||||
|
|
||||||
.identity {
|
.identity {
|
||||||
|
grid-area: identity;
|
||||||
min-width: 0;
|
min-width: 0;
|
||||||
}
|
}
|
||||||
|
|
||||||
.kicker {
|
|
||||||
padding: 5px 10px;
|
|
||||||
border-radius: var(--mantine-radius-sm);
|
|
||||||
background: var(--mantine-color-blue-0);
|
|
||||||
color: var(--mantine-color-blue-8);
|
|
||||||
letter-spacing: 0.02em;
|
|
||||||
}
|
|
||||||
|
|
||||||
.accountIcon {
|
|
||||||
width: 28px;
|
|
||||||
height: 28px;
|
|
||||||
flex-shrink: 0;
|
|
||||||
color: var(--mantine-color-blue-5);
|
|
||||||
}
|
|
||||||
|
|
||||||
.name {
|
.name {
|
||||||
margin: 0;
|
margin: 0;
|
||||||
font-size: var(--mantine-h3-font-size);
|
color: var(--wl-color-text);
|
||||||
line-height: 1.3;
|
font-size: var(--mantine-font-size-md);
|
||||||
|
line-height: var(--mantine-line-height-md);
|
||||||
overflow-wrap: anywhere;
|
overflow-wrap: anywhere;
|
||||||
}
|
}
|
||||||
|
|
||||||
|
.accountType {
|
||||||
|
flex-shrink: 0;
|
||||||
|
align-self: flex-start;
|
||||||
|
padding: 2px var(--mantine-spacing-xs);
|
||||||
|
border-radius: var(--mantine-radius-sm);
|
||||||
|
}
|
||||||
|
|
||||||
.balance {
|
.balance {
|
||||||
flex: 1;
|
grid-area: balance;
|
||||||
|
min-width: 0;
|
||||||
|
text-align: right;
|
||||||
}
|
}
|
||||||
|
|
||||||
.summary {
|
.summary {
|
||||||
font-variant-numeric: tabular-nums;
|
font-variant-numeric: tabular-nums lining-nums;
|
||||||
|
white-space: nowrap;
|
||||||
}
|
}
|
||||||
|
|
||||||
.total {
|
.total {
|
||||||
font-size: clamp(1.5rem, 2.8vw, 2.25rem);
|
color: var(--wl-color-text);
|
||||||
letter-spacing: -0.035em;
|
|
||||||
line-height: 1.2;
|
|
||||||
overflow-wrap: anywhere;
|
|
||||||
}
|
|
||||||
|
|
||||||
.total + .total {
|
|
||||||
font-size: var(--mantine-font-size-lg);
|
font-size: var(--mantine-font-size-lg);
|
||||||
font-weight: 500;
|
line-height: var(--mantine-line-height-lg);
|
||||||
letter-spacing: 0;
|
|
||||||
color: var(--mantine-color-gray-7);
|
|
||||||
}
|
}
|
||||||
|
|
||||||
.positions {
|
.return,
|
||||||
display: grid;
|
.cashValue {
|
||||||
grid-template-columns: repeat(2, minmax(0, 1fr));
|
font-variant-numeric: tabular-nums lining-nums;
|
||||||
gap: var(--mantine-spacing-sm);
|
white-space: nowrap;
|
||||||
margin: 0;
|
|
||||||
}
|
}
|
||||||
|
|
||||||
.positions > div {
|
.positive {
|
||||||
display: flex;
|
color: var(--wl-color-positive);
|
||||||
flex-wrap: wrap;
|
|
||||||
align-items: center;
|
|
||||||
justify-content: space-between;
|
|
||||||
gap: 4px var(--mantine-spacing-sm);
|
|
||||||
padding: var(--mantine-spacing-sm) var(--mantine-spacing-md);
|
|
||||||
border-radius: var(--mantine-radius-md);
|
|
||||||
}
|
}
|
||||||
|
|
||||||
.stocks {
|
.negative {
|
||||||
background: var(--mantine-color-blue-0);
|
color: var(--wl-color-negative);
|
||||||
color: var(--mantine-color-blue-8);
|
|
||||||
}
|
}
|
||||||
|
|
||||||
.bonds {
|
.neutral {
|
||||||
background: var(--mantine-color-grape-0);
|
color: var(--wl-color-muted);
|
||||||
color: var(--mantine-color-grape-8);
|
|
||||||
}
|
}
|
||||||
|
|
||||||
.positions dt {
|
.cash {
|
||||||
font-size: var(--mantine-font-size-sm);
|
font-variant-numeric: tabular-nums lining-nums;
|
||||||
font-weight: 500;
|
|
||||||
}
|
}
|
||||||
|
|
||||||
.positions dd {
|
.details {
|
||||||
margin: 0;
|
grid-area: details;
|
||||||
font-size: 1.75rem;
|
min-width: 0;
|
||||||
font-weight: 700;
|
font-variant-numeric: tabular-nums lining-nums;
|
||||||
font-variant-numeric: tabular-nums;
|
|
||||||
line-height: 1.25;
|
|
||||||
overflow-wrap: anywhere;
|
|
||||||
}
|
}
|
||||||
|
|
||||||
.footer {
|
.structure {
|
||||||
border-top: 1px solid var(--mantine-color-gray-2);
|
grid-area: structure;
|
||||||
padding-top: var(--mantine-spacing-md);
|
|
||||||
}
|
|
||||||
|
|
||||||
.open {
|
|
||||||
display: inline-flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: var(--mantine-spacing-xs);
|
gap: var(--mantine-spacing-xs);
|
||||||
margin-left: auto;
|
|
||||||
color: var(--mantine-color-blue-7);
|
|
||||||
}
|
}
|
||||||
|
|
||||||
.arrow {
|
.structureBar {
|
||||||
font-size: var(--mantine-font-size-lg);
|
display: flex;
|
||||||
transition: transform 160ms ease;
|
width: 100%;
|
||||||
|
height: 6px;
|
||||||
|
overflow: hidden;
|
||||||
|
border-radius: var(--mantine-radius-xs);
|
||||||
|
background: var(--wl-color-subtle);
|
||||||
}
|
}
|
||||||
|
|
||||||
.card:hover .arrow {
|
.structureSection {
|
||||||
transform: translateX(3px);
|
flex: none;
|
||||||
|
height: 100%;
|
||||||
|
background: var(--category-color);
|
||||||
}
|
}
|
||||||
|
|
||||||
@media (max-width: 36em) {
|
@media (max-width: 47.9375em) {
|
||||||
.card {
|
.row {
|
||||||
|
grid-template-areas:
|
||||||
|
"identity"
|
||||||
|
"balance"
|
||||||
|
"structure"
|
||||||
|
"details";
|
||||||
|
grid-template-columns: minmax(0, 1fr);
|
||||||
|
gap: var(--mantine-spacing-sm);
|
||||||
padding: var(--mantine-spacing-md);
|
padding: var(--mantine-spacing-md);
|
||||||
gap: var(--mantine-spacing-lg);
|
|
||||||
}
|
}
|
||||||
|
|
||||||
.positions > div {
|
.balance {
|
||||||
flex-direction: column;
|
text-align: left;
|
||||||
align-items: flex-start;
|
|
||||||
padding: var(--mantine-spacing-sm);
|
|
||||||
}
|
}
|
||||||
}
|
|
||||||
|
|
||||||
@media (prefers-reduced-motion: reduce) {
|
.balance > div {
|
||||||
.card,
|
justify-content: flex-start;
|
||||||
.arrow {
|
|
||||||
transition: none;
|
|
||||||
}
|
|
||||||
|
|
||||||
.card:hover,
|
|
||||||
.card:focus-visible,
|
|
||||||
.card:hover .arrow {
|
|
||||||
transform: none;
|
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|||||||
+166
-188
@@ -2,32 +2,86 @@ import type { Meta, StoryObj } from "@storybook/react-vite";
|
|||||||
|
|
||||||
import { MemoryRouter } from "react-router";
|
import { MemoryRouter } from "react-router";
|
||||||
|
|
||||||
|
import { resource } from "@/test/resource";
|
||||||
|
|
||||||
import type { BrokerageAccount } from "../../api/useBrokerageAccounts";
|
import type { BrokerageAccount } from "../../api/useBrokerageAccounts";
|
||||||
|
|
||||||
import { brokerageAccountCards } from "../../model/display";
|
import { brokerageAccountCards } from "../../model/display";
|
||||||
import { BrokerageAccountList } from "./BrokerageAccountList";
|
import { BrokerageAccountList } from "./BrokerageAccountList";
|
||||||
|
|
||||||
const syntheticAccount = {
|
type PortfolioSummary = NonNullable<BrokerageAccount["portfolioSummary"]>;
|
||||||
id: "storybook-account",
|
|
||||||
name: "Учебный брокерский счёт",
|
const rubReturn = {
|
||||||
openedOn: "2025-03-15",
|
absolute: "136900",
|
||||||
portfolioSummary: {
|
costBasis: "1103600.50",
|
||||||
bondPositionCount: 12,
|
currency: "RUB",
|
||||||
stockPositionCount: 5,
|
partial: false,
|
||||||
totalsByCurrency: [
|
percent: "12.40",
|
||||||
{ currency: "RUB", value: "125000.50" },
|
};
|
||||||
{ currency: "USD", value: "320" },
|
|
||||||
{ currency: "EUR", value: "210" },
|
const portfolioSummary = {
|
||||||
],
|
bondPositionCount: 12,
|
||||||
|
cashBalances: [
|
||||||
|
{ currency: "RUB", value: "82500.50" },
|
||||||
|
{ currency: "USD", value: "1500" },
|
||||||
|
],
|
||||||
|
fundPositionCount: 2,
|
||||||
|
stockPositionCount: 5,
|
||||||
|
structure: {
|
||||||
|
currencies: [{
|
||||||
|
categories: [
|
||||||
|
{ sharePercent: "55.000000", type: "STOCK", value: "682500" },
|
||||||
|
{ sharePercent: "25.000000", type: "BOND", value: "310500" },
|
||||||
|
{ sharePercent: "10.000000", type: "OTHER", value: "124200" },
|
||||||
|
{ sharePercent: "10.000000", type: "CASH", value: "124200" },
|
||||||
|
],
|
||||||
|
currency: "RUB",
|
||||||
|
hasNegativeValues: false,
|
||||||
|
totalValue: "1241400",
|
||||||
|
}],
|
||||||
|
unvaluedCategories: [],
|
||||||
},
|
},
|
||||||
type: "BROKERAGE",
|
totalPositionCount: 19,
|
||||||
} satisfies BrokerageAccount;
|
totalsByCurrency: [{ currency: "RUB", value: "1240500.50" }],
|
||||||
|
unrealizedReturnByCurrency: [rubReturn],
|
||||||
|
} satisfies PortfolioSummary;
|
||||||
|
|
||||||
|
function account(
|
||||||
|
id: string,
|
||||||
|
name: string,
|
||||||
|
summary: null | PortfolioSummary = portfolioSummary,
|
||||||
|
type: BrokerageAccount["type"] = "BROKERAGE",
|
||||||
|
): BrokerageAccount {
|
||||||
|
return {
|
||||||
|
id,
|
||||||
|
name,
|
||||||
|
openedOn: "2025-03-15",
|
||||||
|
portfolioSummary: summary,
|
||||||
|
type,
|
||||||
|
};
|
||||||
|
}
|
||||||
|
|
||||||
|
const negativeSummary: PortfolioSummary = {
|
||||||
|
...portfolioSummary,
|
||||||
|
unrealizedReturnByCurrency: [{
|
||||||
|
...rubReturn,
|
||||||
|
absolute: "-4200",
|
||||||
|
percent: "-3.05",
|
||||||
|
}],
|
||||||
|
};
|
||||||
|
|
||||||
|
const emptySummary: PortfolioSummary = {
|
||||||
|
...portfolioSummary,
|
||||||
|
cashBalances: [],
|
||||||
|
structure: { currencies: [], unvaluedCategories: [] },
|
||||||
|
totalPositionCount: 0,
|
||||||
|
totalsByCurrency: [],
|
||||||
|
unrealizedReturnByCurrency: [],
|
||||||
|
};
|
||||||
|
|
||||||
const meta = {
|
const meta = {
|
||||||
args: { accounts: brokerageAccountCards([syntheticAccount]) },
|
args: { accounts: brokerageAccountCards([account("normal", "Основной ИИС")]) },
|
||||||
argTypes: {
|
argTypes: { accounts: { control: false } },
|
||||||
accounts: { control: false },
|
|
||||||
},
|
|
||||||
component: BrokerageAccountList,
|
component: BrokerageAccountList,
|
||||||
decorators: [
|
decorators: [
|
||||||
Story => (
|
Story => (
|
||||||
@@ -40,7 +94,7 @@ const meta = {
|
|||||||
docs: {
|
docs: {
|
||||||
description: {
|
description: {
|
||||||
component:
|
component:
|
||||||
"Карточки счетов WealthLedger со сводкой по валютам и числом наименований акций и облигаций. Используйте на экране выбора счёта; отсутствие сводки и отсутствие сумм имеют разные сообщения. Примеры содержат вымышленные данные. Ссылки меняют только локальный маршрут MemoryRouter; страница назначения в этой истории не отображается.",
|
"Карточки счетов: стоимость и доходность по валютам, деньги, структура и свежесть источника. Денежные и процентные значения остаются строками. Все примеры содержат вымышленные данные; ссылки работают только внутри MemoryRouter.",
|
||||||
},
|
},
|
||||||
},
|
},
|
||||||
},
|
},
|
||||||
@@ -52,188 +106,112 @@ export default meta;
|
|||||||
|
|
||||||
type Story = StoryObj<typeof meta>;
|
type Story = StoryObj<typeof meta>;
|
||||||
|
|
||||||
export const Available: Story = {
|
export const Normal: Story = {};
|
||||||
name: "Сводка по нескольким валютам",
|
|
||||||
parameters: {
|
export const MultiCurrency: Story = {
|
||||||
docs: {
|
args: {
|
||||||
description: {
|
accounts: brokerageAccountCards([account("multi", "Мультивалютный", {
|
||||||
story:
|
...portfolioSummary,
|
||||||
"Показываются первые две валюты и количество остальных. Суммы разных валют не складываются в общий итог.",
|
cashBalances: [
|
||||||
},
|
{ currency: "RUB", value: "82500.50" },
|
||||||
},
|
{ currency: "USD", value: "1500" },
|
||||||
|
],
|
||||||
|
totalsByCurrency: [
|
||||||
|
{ currency: "RUB", value: "1240500.50" },
|
||||||
|
{ currency: "USD", value: "3200" },
|
||||||
|
{ currency: "EUR", value: "900" },
|
||||||
|
],
|
||||||
|
unrealizedReturnByCurrency: [
|
||||||
|
...portfolioSummary.unrealizedReturnByCurrency,
|
||||||
|
{
|
||||||
|
absolute: "20",
|
||||||
|
costBasis: "3180",
|
||||||
|
currency: "USD",
|
||||||
|
partial: false,
|
||||||
|
percent: "2.10",
|
||||||
|
},
|
||||||
|
{
|
||||||
|
absolute: "0",
|
||||||
|
costBasis: "900",
|
||||||
|
currency: "EUR",
|
||||||
|
partial: false,
|
||||||
|
percent: null,
|
||||||
|
},
|
||||||
|
],
|
||||||
|
})]),
|
||||||
},
|
},
|
||||||
};
|
};
|
||||||
|
|
||||||
export const Unavailable: Story
|
export const Negative: Story = {
|
||||||
= {
|
args: {
|
||||||
args: {
|
accounts: brokerageAccountCards([
|
||||||
accounts: brokerageAccountCards([
|
account("negative", "Просевший портфель", negativeSummary),
|
||||||
{ ...syntheticAccount, openedOn: null, portfolioSummary: null },
|
]),
|
||||||
]),
|
},
|
||||||
},
|
};
|
||||||
name: "Сводка недоступна",
|
|
||||||
parameters: {
|
export const Partial: Story = {
|
||||||
docs: {
|
args: {
|
||||||
description: {
|
accounts: brokerageAccountCards([account("partial", "Частичные данные", {
|
||||||
story:
|
...portfolioSummary,
|
||||||
"Счёт остаётся доступен для открытия, даже если сводка временно недоступна. Неизвестные суммы не заменяются нулём; отсутствующая дата открытия не отображается.",
|
unrealizedReturnByCurrency: [{
|
||||||
},
|
...rubReturn,
|
||||||
},
|
partial: true,
|
||||||
},
|
}],
|
||||||
};
|
})]),
|
||||||
|
},
|
||||||
|
};
|
||||||
|
|
||||||
export const Empty: Story = {
|
export const Empty: Story = {
|
||||||
args: {
|
args: {
|
||||||
accounts: brokerageAccountCards([
|
accounts: brokerageAccountCards([
|
||||||
{
|
account("empty", "Новый пустой счёт", emptySummary),
|
||||||
...syntheticAccount,
|
|
||||||
portfolioSummary: {
|
|
||||||
bondPositionCount: 0,
|
|
||||||
stockPositionCount: 0,
|
|
||||||
totalsByCurrency: [],
|
|
||||||
},
|
|
||||||
},
|
|
||||||
]),
|
]),
|
||||||
},
|
},
|
||||||
name: "Нет текущих сумм",
|
};
|
||||||
parameters: {
|
|
||||||
docs: {
|
export const Unavailable: Story = {
|
||||||
description: {
|
args: {
|
||||||
story:
|
accounts: brokerageAccountCards([
|
||||||
"Успешно полученная пустая сводка отличается от ошибки получения данных. Карточка сохраняет название, тип счёта и переход.",
|
account("unavailable", "Счёт без сводки", null),
|
||||||
},
|
]),
|
||||||
},
|
},
|
||||||
|
};
|
||||||
|
|
||||||
|
export const Stale: Story = {
|
||||||
|
args: {
|
||||||
|
accounts: brokerageAccountCards([
|
||||||
|
account("stale", "Устаревший портфель"),
|
||||||
|
], resource([], {
|
||||||
|
dependencies: [{
|
||||||
|
availability: "available",
|
||||||
|
completeness: "complete",
|
||||||
|
dataRevision: "stale-revision",
|
||||||
|
freshness: "stale",
|
||||||
|
lastAttempt: {
|
||||||
|
finishedAt: null,
|
||||||
|
problems: [],
|
||||||
|
startedAt: null,
|
||||||
|
state: "none",
|
||||||
|
},
|
||||||
|
lastSuccessfulAt: "2026-08-13T00:00:00Z",
|
||||||
|
resourceKey: "portfolio/stale",
|
||||||
|
}],
|
||||||
|
freshness: "stale",
|
||||||
|
lastSuccessfulAt: "2026-08-14T00:00:00Z",
|
||||||
|
}).meta.dependencies),
|
||||||
},
|
},
|
||||||
};
|
};
|
||||||
|
|
||||||
export const LongName: Story = {
|
export const LongName: Story = {
|
||||||
args: {
|
args: {
|
||||||
accounts: brokerageAccountCards([
|
accounts: brokerageAccountCards([
|
||||||
{
|
account(
|
||||||
...syntheticAccount,
|
"long",
|
||||||
name: "Учебный индивидуальный инвестиционный счёт для долгосрочных накоплений",
|
"Очень длинное название индивидуального инвестиционного счёта, которое должно корректно переноситься на узком экране",
|
||||||
type: "INDIVIDUAL_INVESTMENT",
|
portfolioSummary,
|
||||||
},
|
"INDIVIDUAL_INVESTMENT",
|
||||||
]),
|
|
||||||
},
|
|
||||||
name: "Длинное название счёта",
|
|
||||||
parameters: {
|
|
||||||
docs: {
|
|
||||||
description: {
|
|
||||||
story:
|
|
||||||
"Проверьте перенос длинного названия на узком экране и доступность всей карточки с клавиатуры.",
|
|
||||||
},
|
|
||||||
},
|
|
||||||
},
|
|
||||||
};
|
|
||||||
|
|
||||||
export const AccountGrid: Story = {
|
|
||||||
args: {
|
|
||||||
accounts: brokerageAccountCards([
|
|
||||||
{
|
|
||||||
...syntheticAccount,
|
|
||||||
name: "Основной",
|
|
||||||
portfolioSummary: {
|
|
||||||
bondPositionCount: 14,
|
|
||||||
stockPositionCount: 8,
|
|
||||||
totalsByCurrency: [{ currency: "RUB", value: "1256430.50" }],
|
|
||||||
},
|
|
||||||
},
|
|
||||||
{
|
|
||||||
...syntheticAccount,
|
|
||||||
id: "storybook-iis",
|
|
||||||
name: "Долгосрочные инвестиции",
|
|
||||||
portfolioSummary: {
|
|
||||||
bondPositionCount: 6,
|
|
||||||
stockPositionCount: 0,
|
|
||||||
totalsByCurrency: [{ currency: "RUB", value: "480250" }],
|
|
||||||
},
|
|
||||||
type: "INDIVIDUAL_INVESTMENT",
|
|
||||||
},
|
|
||||||
]),
|
|
||||||
},
|
|
||||||
name: "Несколько счетов",
|
|
||||||
};
|
|
||||||
|
|
||||||
export const UnvaluedPositions: Story = {
|
|
||||||
args: {
|
|
||||||
accounts: brokerageAccountCards([
|
|
||||||
{
|
|
||||||
...syntheticAccount,
|
|
||||||
portfolioSummary: {
|
|
||||||
bondPositionCount: 1,
|
|
||||||
stockPositionCount: 2,
|
|
||||||
totalsByCurrency: [],
|
|
||||||
},
|
|
||||||
},
|
|
||||||
]),
|
|
||||||
},
|
|
||||||
name: "Бумаги без текущей оценки",
|
|
||||||
};
|
|
||||||
|
|
||||||
export const LargeValues: Story = {
|
|
||||||
args: {
|
|
||||||
accounts: brokerageAccountCards([
|
|
||||||
{
|
|
||||||
...syntheticAccount,
|
|
||||||
portfolioSummary: {
|
|
||||||
bondPositionCount: 105,
|
|
||||||
stockPositionCount: 21,
|
|
||||||
totalsByCurrency: [
|
|
||||||
{ currency: "RUB", value: "1234567890123456789.50" },
|
|
||||||
{ currency: "USD", value: "-9876543210987654321.50" },
|
|
||||||
],
|
|
||||||
},
|
|
||||||
},
|
|
||||||
]),
|
|
||||||
},
|
|
||||||
name: "Длинные суммы",
|
|
||||||
};
|
|
||||||
|
|
||||||
export const IndependentFreshness: Story
|
|
||||||
= {
|
|
||||||
args: {
|
|
||||||
accounts: brokerageAccountCards(
|
|
||||||
[
|
|
||||||
syntheticAccount,
|
|
||||||
{
|
|
||||||
...syntheticAccount,
|
|
||||||
id: "waiting",
|
|
||||||
name: "Новый счёт",
|
|
||||||
portfolioSummary: null,
|
|
||||||
},
|
|
||||||
],
|
|
||||||
[
|
|
||||||
{
|
|
||||||
availability: "available",
|
|
||||||
completeness: "complete",
|
|
||||||
dataRevision: "1",
|
|
||||||
freshness: "stale",
|
|
||||||
lastAttempt: {
|
|
||||||
finishedAt: "2026-09-24T10:31:00Z",
|
|
||||||
problems: [],
|
|
||||||
startedAt: "2026-09-24T10:30:00Z",
|
|
||||||
state: "failed",
|
|
||||||
},
|
|
||||||
lastSuccessfulAt: "2026-09-24T10:30:00Z",
|
|
||||||
resourceKey: "portfolio/storybook-account",
|
|
||||||
},
|
|
||||||
{
|
|
||||||
availability: "initial-loading",
|
|
||||||
completeness: "incomplete",
|
|
||||||
dataRevision: "0",
|
|
||||||
freshness: "unknown",
|
|
||||||
lastAttempt: {
|
|
||||||
finishedAt: null,
|
|
||||||
problems: [],
|
|
||||||
startedAt: "2026-09-24T10:30:00Z",
|
|
||||||
state: "running",
|
|
||||||
},
|
|
||||||
lastSuccessfulAt: null,
|
|
||||||
resourceKey: "portfolio/waiting",
|
|
||||||
},
|
|
||||||
],
|
|
||||||
),
|
),
|
||||||
},
|
]),
|
||||||
name: "Независимая свежесть и ошибка сводок",
|
},
|
||||||
};
|
};
|
||||||
|
|||||||
+185
-105
@@ -5,122 +5,202 @@ import { describe, expect, it } from "vitest";
|
|||||||
|
|
||||||
import { resource } from "@/test/resource";
|
import { resource } from "@/test/resource";
|
||||||
|
|
||||||
|
import type { BrokerageAccount } from "../../api/useBrokerageAccounts";
|
||||||
|
|
||||||
import { brokerageAccountCards } from "../../model/display";
|
import { brokerageAccountCards } from "../../model/display";
|
||||||
import { BrokerageAccountList } from "./BrokerageAccountList";
|
import { BrokerageAccountList } from "./BrokerageAccountList";
|
||||||
|
|
||||||
describe("BrokerageAccountList", () => {
|
type PortfolioSummary = NonNullable<BrokerageAccount["portfolioSummary"]>;
|
||||||
it("renders account details and an account link", () => {
|
|
||||||
render(
|
|
||||||
<MantineProvider>
|
|
||||||
<MemoryRouter>
|
|
||||||
<BrokerageAccountList
|
|
||||||
accounts={brokerageAccountCards([
|
|
||||||
{
|
|
||||||
id: "account-1",
|
|
||||||
name: "Основной",
|
|
||||||
openedOn: "2024-08-13",
|
|
||||||
portfolioSummary: {
|
|
||||||
bondPositionCount: 12,
|
|
||||||
stockPositionCount: 5,
|
|
||||||
totalsByCurrency: [
|
|
||||||
{ currency: "RUB", value: "1500" },
|
|
||||||
{ currency: "USD", value: "20" },
|
|
||||||
{ currency: "EUR", value: "5" },
|
|
||||||
],
|
|
||||||
},
|
|
||||||
type: "BROKERAGE",
|
|
||||||
|
|
||||||
},
|
const portfolioSummary = {
|
||||||
{
|
bondPositionCount: 12,
|
||||||
id: "account-2",
|
cashBalances: [
|
||||||
name: "Недоступный",
|
{ currency: "RUB", value: "82500.5" },
|
||||||
openedOn: null,
|
{ currency: "USD", value: "20" },
|
||||||
portfolioSummary: null,
|
],
|
||||||
type: "BROKERAGE",
|
fundPositionCount: 0,
|
||||||
},
|
stockPositionCount: 5,
|
||||||
{
|
structure: {
|
||||||
id: "account-3",
|
currencies: [{
|
||||||
name: "Пустой",
|
categories: [
|
||||||
openedOn: null,
|
{ sharePercent: "50.000000", type: "STOCK", value: "100" },
|
||||||
portfolioSummary: {
|
{ sharePercent: "30.000000", type: "BOND", value: "60" },
|
||||||
bondPositionCount: 0,
|
{ sharePercent: "0.000000", type: "OTHER", value: "0" },
|
||||||
stockPositionCount: 2,
|
{ sharePercent: "20.000000", type: "CASH", value: "40" },
|
||||||
totalsByCurrency: [],
|
],
|
||||||
},
|
currency: "RUB",
|
||||||
type: "BROKERAGE",
|
hasNegativeValues: false,
|
||||||
},
|
totalValue: "200",
|
||||||
])}
|
}],
|
||||||
/>
|
unvaluedCategories: [],
|
||||||
</MemoryRouter>
|
},
|
||||||
</MantineProvider>,
|
totalPositionCount: 17,
|
||||||
);
|
totalsByCurrency: [
|
||||||
|
{ currency: "RUB", value: "123456789012345678901.995" },
|
||||||
|
{ currency: "USD", value: "20" },
|
||||||
|
{ currency: "EUR", value: "5" },
|
||||||
|
],
|
||||||
|
unrealizedReturnByCurrency: [
|
||||||
|
{
|
||||||
|
absolute: "136900",
|
||||||
|
costBasis: "1000000",
|
||||||
|
currency: "RUB",
|
||||||
|
partial: true,
|
||||||
|
percent: "12.40",
|
||||||
|
},
|
||||||
|
{
|
||||||
|
absolute: "-4.2",
|
||||||
|
costBasis: "24.2",
|
||||||
|
currency: "USD",
|
||||||
|
partial: false,
|
||||||
|
percent: "-3.05",
|
||||||
|
},
|
||||||
|
{
|
||||||
|
absolute: "0",
|
||||||
|
costBasis: "5",
|
||||||
|
currency: "EUR",
|
||||||
|
partial: false,
|
||||||
|
percent: null,
|
||||||
|
},
|
||||||
|
],
|
||||||
|
} satisfies PortfolioSummary;
|
||||||
|
|
||||||
expect(screen.getByRole("link", { name: /Основной/ })).toHaveAttribute(
|
type BrokerageAccountCardInput = Parameters<typeof BrokerageAccountList>[0][
|
||||||
"href",
|
"accounts"
|
||||||
"/accounts/account-1",
|
];
|
||||||
);
|
|
||||||
expect(screen.getAllByText("Брокерский счет")).toHaveLength(3);
|
|
||||||
expect(screen.getByText(/^Открыт /)).toBeInTheDocument();
|
|
||||||
expect(screen.getByText("1 500 ₽")).toBeInTheDocument();
|
|
||||||
expect(screen.getByText("20 USD")).toBeInTheDocument();
|
|
||||||
expect(screen.getByText("Еще 1 валюта")).toBeInTheDocument();
|
|
||||||
expect(screen.getByText("Сводка временно недоступна")).toBeInTheDocument();
|
|
||||||
expect(screen.getByText("Нет текущих сумм")).toBeInTheDocument();
|
|
||||||
expect(screen.getAllByText("Открыть счет")).toHaveLength(3);
|
|
||||||
const available = within(screen.getByRole("link", { name: /Основной/ }));
|
|
||||||
expect(available.getAllByRole("definition")[0]).toHaveTextContent("5");
|
|
||||||
expect(available.getAllByRole("definition")[1]).toHaveTextContent("12");
|
|
||||||
const unvalued = within(screen.getByRole("link", { name: /Пустой/ }));
|
|
||||||
expect(unvalued.getAllByRole("definition")[0]).toHaveTextContent("2");
|
|
||||||
expect(unvalued.getAllByRole("definition")[1]).toHaveTextContent("0");
|
|
||||||
expect(
|
|
||||||
within(screen.getByRole("link", { name: /Недоступный/ })).queryByText(
|
|
||||||
"Акции",
|
|
||||||
),
|
|
||||||
).not.toBeInTheDocument();
|
|
||||||
});
|
|
||||||
});
|
|
||||||
|
|
||||||
it("shows portfolio summary freshness independently for each account", () => {
|
function account(
|
||||||
const accounts = brokerageAccountCards(
|
id: string,
|
||||||
["fresh", "stale"].map(
|
name: string,
|
||||||
|
summary: null | PortfolioSummary,
|
||||||
|
): BrokerageAccount {
|
||||||
|
return {
|
||||||
|
id,
|
||||||
|
name,
|
||||||
|
openedOn: null,
|
||||||
|
portfolioSummary: summary,
|
||||||
|
type: "BROKERAGE",
|
||||||
|
};
|
||||||
|
}
|
||||||
|
|
||||||
id =>
|
function renderList(accounts: BrokerageAccountCardInput) {
|
||||||
({
|
return render(
|
||||||
id,
|
|
||||||
name: id,
|
|
||||||
openedOn: null,
|
|
||||||
portfolioSummary: {
|
|
||||||
bondPositionCount: 0,
|
|
||||||
stockPositionCount: 1,
|
|
||||||
totalsByCurrency: [{ currency: "RUB", value: "10" }],
|
|
||||||
},
|
|
||||||
type: "BROKERAGE" as const,
|
|
||||||
}),
|
|
||||||
),
|
|
||||||
[
|
|
||||||
resource(null, { freshness: "fresh", resourceKey: "portfolio/fresh" })
|
|
||||||
.meta,
|
|
||||||
resource(null, { freshness: "stale", resourceKey: "portfolio/stale" })
|
|
||||||
.meta,
|
|
||||||
],
|
|
||||||
);
|
|
||||||
|
|
||||||
render(
|
|
||||||
<MantineProvider>
|
<MantineProvider>
|
||||||
<MemoryRouter>
|
<MemoryRouter>
|
||||||
<BrokerageAccountList accounts={accounts} />
|
<BrokerageAccountList accounts={accounts} />
|
||||||
</MemoryRouter>
|
</MemoryRouter>
|
||||||
</MantineProvider>,
|
</MantineProvider>,
|
||||||
);
|
);
|
||||||
expect(
|
}
|
||||||
within(screen.getByRole("link", { name: /stale/ })).getByText(
|
|
||||||
"Данные требуют обновления",
|
describe("BrokerageAccountList", () => {
|
||||||
),
|
it("renders returns, cash and structure with precise totals", () => {
|
||||||
).toBeVisible();
|
const nullReturnSummary: PortfolioSummary = {
|
||||||
expect(
|
...portfolioSummary,
|
||||||
within(screen.getByRole("link", { name: /fresh/ })).queryByText(
|
cashBalances: [],
|
||||||
"Данные требуют обновления",
|
structure: { currencies: [], unvaluedCategories: [] },
|
||||||
),
|
totalsByCurrency: [{ currency: "EUR", value: "5" }],
|
||||||
).not.toBeInTheDocument();
|
unrealizedReturnByCurrency: [{
|
||||||
|
absolute: "0",
|
||||||
|
costBasis: "5",
|
||||||
|
currency: "EUR",
|
||||||
|
partial: false,
|
||||||
|
percent: null,
|
||||||
|
}],
|
||||||
|
};
|
||||||
|
|
||||||
|
renderList(brokerageAccountCards([
|
||||||
|
account("account-1", "Основной", portfolioSummary),
|
||||||
|
account("account-2", "Без доходности", nullReturnSummary),
|
||||||
|
]));
|
||||||
|
|
||||||
|
const link = screen.getByRole("link", { name: /Основной/ });
|
||||||
|
expect(link).toHaveAttribute("href", "/accounts/account-1");
|
||||||
|
expect(within(link).getByText("123 456 789 012 345 678 902,00 ₽"))
|
||||||
|
.toBeInTheDocument();
|
||||||
|
expect(within(link).getByText("Еще 1 валюта")).toBeInTheDocument();
|
||||||
|
expect(within(link).getByText("+12,40 %")).toBeInTheDocument();
|
||||||
|
expect(within(link).getByText("+136 900 ₽")).toBeInTheDocument();
|
||||||
|
expect(within(link).getByText("−3,05 %")).toBeInTheDocument();
|
||||||
|
expect(within(link).getByText("−4,2 USD")).toBeInTheDocument();
|
||||||
|
const nullReturnLink = screen.getByRole("link", { name: /Без доходности/ });
|
||||||
|
expect(within(nullReturnLink).getByText("—")).toBeInTheDocument();
|
||||||
|
expect(within(link).getByText("частично")).toBeInTheDocument();
|
||||||
|
expect(within(link).getByText("82 500,50 ₽")).toBeInTheDocument();
|
||||||
|
expect(within(link).getAllByText("20,00 USD")).not.toHaveLength(0);
|
||||||
|
expect(within(link).getByText("17 позиций")).toBeInTheDocument();
|
||||||
|
expect(screen.getByRole("img", {
|
||||||
|
name: "Структура в RUB: Акции 50 %; Облигации 30 %; "
|
||||||
|
+ "Другие активы 0 %; Свободные деньги 20 %",
|
||||||
|
})).toBeInTheDocument();
|
||||||
|
const stockLegend = within(link).getByText(/Акции 50 %/);
|
||||||
|
expect(stockLegend).toHaveTextContent("● Акции 50 %");
|
||||||
|
// eslint-disable-next-line testing-library/no-node-access -- The legend is aria-hidden, so only DOM traversal reaches its container.
|
||||||
|
expect(stockLegend.parentElement).toHaveAttribute("aria-hidden", "true");
|
||||||
|
expect(within(link).queryByText(/Другие активы 0 %/)).not.toBeInTheDocument();
|
||||||
|
expect(link).toHaveTextContent("По данным брокера");
|
||||||
|
expect(link).toHaveTextContent("Структура RUB: Акции 100");
|
||||||
|
});
|
||||||
|
|
||||||
|
it("preserves empty, unavailable and stale states", () => {
|
||||||
|
const emptySummary: PortfolioSummary = {
|
||||||
|
...portfolioSummary,
|
||||||
|
cashBalances: [],
|
||||||
|
structure: { currencies: [], unvaluedCategories: [] },
|
||||||
|
totalPositionCount: 0,
|
||||||
|
totalsByCurrency: [],
|
||||||
|
unrealizedReturnByCurrency: [],
|
||||||
|
};
|
||||||
|
|
||||||
|
const cards = brokerageAccountCards([
|
||||||
|
account("empty", "Пустой", emptySummary),
|
||||||
|
account("unavailable", "Недоступный", null),
|
||||||
|
account("stale", "Устаревший", portfolioSummary),
|
||||||
|
account("failed", "Ошибка обновления", null),
|
||||||
|
], resource([], {
|
||||||
|
dependencies: [{
|
||||||
|
availability: "available",
|
||||||
|
completeness: "complete",
|
||||||
|
dataRevision: "stale-revision",
|
||||||
|
freshness: "stale",
|
||||||
|
lastAttempt: {
|
||||||
|
finishedAt: null,
|
||||||
|
problems: [],
|
||||||
|
startedAt: null,
|
||||||
|
state: "none",
|
||||||
|
},
|
||||||
|
lastSuccessfulAt: "2026-08-13T00:00:00Z",
|
||||||
|
resourceKey: "portfolio/stale",
|
||||||
|
}, {
|
||||||
|
availability: "available",
|
||||||
|
completeness: "complete",
|
||||||
|
dataRevision: "failed-revision",
|
||||||
|
freshness: "stale",
|
||||||
|
lastAttempt: {
|
||||||
|
finishedAt: "2026-08-14T00:01:00Z",
|
||||||
|
problems: [],
|
||||||
|
startedAt: "2026-08-14T00:00:00Z",
|
||||||
|
state: "failed",
|
||||||
|
},
|
||||||
|
lastSuccessfulAt: "2026-08-13T00:00:00Z",
|
||||||
|
resourceKey: "portfolio/failed",
|
||||||
|
}],
|
||||||
|
freshness: "stale",
|
||||||
|
lastSuccessfulAt: "2026-08-14T00:00:00Z",
|
||||||
|
}).meta.dependencies);
|
||||||
|
|
||||||
|
renderList(cards);
|
||||||
|
|
||||||
|
expect(screen.getByText("Нет текущих сумм")).toBeInTheDocument();
|
||||||
|
expect(screen.getAllByText("Сводка временно недоступна"))
|
||||||
|
.toHaveLength(2);
|
||||||
|
const staleLink = screen.getByRole("link", { name: /Устаревший/ });
|
||||||
|
expect(within(staleLink).getByText("Данные требуют обновления"))
|
||||||
|
.toBeInTheDocument();
|
||||||
|
expect(within(staleLink).getByText(/Данные на/)).toBeInTheDocument();
|
||||||
|
const failedLink = screen.getByRole("link", { name: /Ошибка обновления/ });
|
||||||
|
expect(within(failedLink).getByText(
|
||||||
|
"Не удалось обновить данные. Показаны последние полученные.",
|
||||||
|
)).toBeInTheDocument();
|
||||||
|
});
|
||||||
});
|
});
|
||||||
|
|||||||
@@ -1,11 +1,10 @@
|
|||||||
import type { FC } from "react";
|
import type { CSSProperties, FC } from "react";
|
||||||
|
|
||||||
import { Card, Group, SimpleGrid, Stack, Text } from "@mantine/core";
|
import { Badge, Group, Stack, Text, VisuallyHidden } from "@mantine/core";
|
||||||
import { WalletIcon } from "@wealthledger/icons";
|
|
||||||
import { useTranslation } from "react-i18next";
|
import { useTranslation } from "react-i18next";
|
||||||
import { Link } from "react-router";
|
import { Link } from "react-router";
|
||||||
|
|
||||||
import { formatDate, formatMoney } from "@/shared/lib";
|
import { formatMoney, portfolioCategoryPresentation } from "@/shared/lib";
|
||||||
import { SourceSyncStatus } from "@/shared/ui";
|
import { SourceSyncStatus } from "@/shared/ui";
|
||||||
|
|
||||||
import type { BrokerageAccountCard } from "../../model/display";
|
import type { BrokerageAccountCard } from "../../model/display";
|
||||||
@@ -13,12 +12,176 @@ import type { BrokerageAccountCard } from "../../model/display";
|
|||||||
import { accountTypeKey } from "../../model/display";
|
import { accountTypeKey } from "../../model/display";
|
||||||
import classes from "./BrokerageAccountList.module.css";
|
import classes from "./BrokerageAccountList.module.css";
|
||||||
|
|
||||||
|
const DECIMAL_PART_COUNT = 2;
|
||||||
|
const STRUCTURE_CATEGORY_ORDER = ["STOCK", "BOND", "OTHER", "CASH"] as const;
|
||||||
|
|
||||||
|
type AvailableSummary = Extract<
|
||||||
|
BrokerageAccountCard["summary"],
|
||||||
|
{ state: "available" }
|
||||||
|
>;
|
||||||
|
|
||||||
type BrokerageAccountListProps = { accounts: BrokerageAccountCard[] };
|
type BrokerageAccountListProps = { accounts: BrokerageAccountCard[] };
|
||||||
|
|
||||||
type BrokerageAccountSummaryProps = {
|
type BrokerageAccountSummaryProps = {
|
||||||
summary: BrokerageAccountCard["summary"];
|
summary: BrokerageAccountCard["summary"];
|
||||||
};
|
};
|
||||||
|
|
||||||
|
type PortfolioSummary = AvailableSummary["portfolio"];
|
||||||
|
|
||||||
|
type ReturnValueProps = {
|
||||||
|
item: PortfolioSummary["unrealizedReturnByCurrency"][number];
|
||||||
|
};
|
||||||
|
|
||||||
|
type StructureCurrency = PortfolioSummary["structure"]["currencies"][number];
|
||||||
|
|
||||||
|
function formatPercent(value: null | string) {
|
||||||
|
if (value === null) return "—";
|
||||||
|
|
||||||
|
const formatted = `${value.replace(".", ",")}\u{A0}%`;
|
||||||
|
if (isZero(value))
|
||||||
|
return value.startsWith("-") ? formatted.slice(1) : formatted;
|
||||||
|
|
||||||
|
return value.startsWith("-") ? `−${formatted.slice(1)}` : `+${formatted}`;
|
||||||
|
}
|
||||||
|
|
||||||
|
function formatStructurePercent(value: string) {
|
||||||
|
let trimmed = value;
|
||||||
|
while (trimmed.includes(".") && trimmed.endsWith("0"))
|
||||||
|
trimmed = trimmed.slice(0, -1);
|
||||||
|
if (trimmed.endsWith(".")) trimmed = trimmed.slice(0, -1);
|
||||||
|
|
||||||
|
return trimmed.replace(".", ",");
|
||||||
|
}
|
||||||
|
|
||||||
|
function isZero(value: string) {
|
||||||
|
const unsigned = value.startsWith("-") ? value.slice(1) : value;
|
||||||
|
const [integer = "", fraction = ""] = unsigned.split(".", DECIMAL_PART_COUNT);
|
||||||
|
|
||||||
|
return integer.replaceAll("0", "") === ""
|
||||||
|
&& fraction.replaceAll("0", "") === "";
|
||||||
|
}
|
||||||
|
|
||||||
|
const ReturnValue: FC<ReturnValueProps> = (props) => {
|
||||||
|
const { t } = useTranslation();
|
||||||
|
const { item } = props;
|
||||||
|
|
||||||
|
const isNegative = item.percent !== null
|
||||||
|
&& item.percent.startsWith("-")
|
||||||
|
&& !isZero(item.percent);
|
||||||
|
|
||||||
|
const isPositive = item.percent !== null
|
||||||
|
&& !item.percent.startsWith("-")
|
||||||
|
&& !isZero(item.percent);
|
||||||
|
|
||||||
|
let toneClass = classes.neutral;
|
||||||
|
if (isNegative) toneClass = classes.negative;
|
||||||
|
else if (isPositive) toneClass = classes.positive;
|
||||||
|
|
||||||
|
return (
|
||||||
|
<Group className={classes.return} gap="xs" wrap="nowrap">
|
||||||
|
<Text className={toneClass} fw={700} size="sm">
|
||||||
|
{formatPercent(item.percent)}
|
||||||
|
</Text>
|
||||||
|
|
||||||
|
<Text className={toneClass} size="sm">
|
||||||
|
{formatMoney(
|
||||||
|
{ currency: item.currency, value: item.absolute },
|
||||||
|
{ withSign: true },
|
||||||
|
)}
|
||||||
|
</Text>
|
||||||
|
|
||||||
|
{item.partial && (
|
||||||
|
<Text c="dimmed" size="xs">
|
||||||
|
{t("accounts.partial")}
|
||||||
|
</Text>
|
||||||
|
)}
|
||||||
|
</Group>
|
||||||
|
);
|
||||||
|
};
|
||||||
|
|
||||||
|
type StructureBarProps = { item: StructureCurrency };
|
||||||
|
|
||||||
|
const StructureBar: FC<StructureBarProps> = (props) => {
|
||||||
|
const { t } = useTranslation();
|
||||||
|
|
||||||
|
const categories = STRUCTURE_CATEGORY_ORDER.flatMap((type) => {
|
||||||
|
const category = props.item.categories.find(item => item.type === type);
|
||||||
|
|
||||||
|
return category ? [category] : [];
|
||||||
|
});
|
||||||
|
|
||||||
|
const description = categories.map((category) => {
|
||||||
|
const label = t(portfolioCategoryPresentation[category.type].label);
|
||||||
|
|
||||||
|
const percent = category.sharePercent === null
|
||||||
|
? null
|
||||||
|
: formatStructurePercent(category.sharePercent);
|
||||||
|
|
||||||
|
return percent === null
|
||||||
|
? t("accounts.structure.incomplete", { category: label })
|
||||||
|
: t("accounts.structure.category", { category: label, percent });
|
||||||
|
}).join("; ");
|
||||||
|
|
||||||
|
const label = t("accounts.structure.label", {
|
||||||
|
currency: props.item.currency,
|
||||||
|
value: description,
|
||||||
|
});
|
||||||
|
|
||||||
|
const legendCategories = categories.filter(category =>
|
||||||
|
category.sharePercent === null || !isZero(category.sharePercent));
|
||||||
|
|
||||||
|
return (
|
||||||
|
<Stack gap={4}>
|
||||||
|
<div
|
||||||
|
aria-label={label}
|
||||||
|
className={classes.structureBar}
|
||||||
|
role="img"
|
||||||
|
title={label}
|
||||||
|
>
|
||||||
|
{categories.map((category) => {
|
||||||
|
const presentation = portfolioCategoryPresentation[category.type];
|
||||||
|
|
||||||
|
const style = {
|
||||||
|
"--category-color": `var(--mantine-color-${presentation.color.replace(".", "-")})`,
|
||||||
|
"width": `${category.sharePercent ?? 0}%`,
|
||||||
|
} as CSSProperties;
|
||||||
|
|
||||||
|
return (
|
||||||
|
<div
|
||||||
|
aria-hidden
|
||||||
|
className={classes.structureSection}
|
||||||
|
key={category.type}
|
||||||
|
style={style}
|
||||||
|
/>
|
||||||
|
);
|
||||||
|
})}
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<Group aria-hidden gap="xs" wrap="wrap">
|
||||||
|
{legendCategories.map((category) => {
|
||||||
|
const presentation = portfolioCategoryPresentation[category.type];
|
||||||
|
const categoryLabel = t(presentation.label);
|
||||||
|
|
||||||
|
const text = category.sharePercent === null
|
||||||
|
? categoryLabel
|
||||||
|
: t("accounts.structure.category", {
|
||||||
|
category: categoryLabel,
|
||||||
|
percent: formatStructurePercent(category.sharePercent),
|
||||||
|
});
|
||||||
|
|
||||||
|
return (
|
||||||
|
<Text c="dimmed" key={category.type} size="xs">
|
||||||
|
<Text c={presentation.color} component="span">●</Text>
|
||||||
|
{" "}
|
||||||
|
{text}
|
||||||
|
</Text>
|
||||||
|
);
|
||||||
|
})}
|
||||||
|
</Group>
|
||||||
|
</Stack>
|
||||||
|
);
|
||||||
|
};
|
||||||
|
|
||||||
const BrokerageAccountSummary: FC<BrokerageAccountSummaryProps> = (props) => {
|
const BrokerageAccountSummary: FC<BrokerageAccountSummaryProps> = (props) => {
|
||||||
const { summary } = props;
|
const { summary } = props;
|
||||||
const { t } = useTranslation();
|
const { t } = useTranslation();
|
||||||
@@ -36,19 +199,51 @@ const BrokerageAccountSummary: FC<BrokerageAccountSummaryProps> = (props) => {
|
|||||||
);
|
);
|
||||||
|
|
||||||
return (
|
return (
|
||||||
<Stack className={classes.summary} gap={4}>
|
<Stack className={classes.balance} gap="xs">
|
||||||
{summary.totals.map(total => (
|
<Group align="flex-start" gap="lg" justify="flex-end" wrap="nowrap">
|
||||||
<Text className={classes.total} fw={700} key={total.currency}>
|
<Stack className={classes.summary} gap={4}>
|
||||||
{formatMoney(total)}
|
{summary.totals.map(total => (
|
||||||
</Text>
|
<Text className={classes.total} fw={700} key={total.currency}>
|
||||||
))}
|
{formatMoney(total, { withRoundedCents: true })}
|
||||||
|
</Text>
|
||||||
|
))}
|
||||||
|
|
||||||
{!!summary.remainingCurrencyCount && (
|
{!!summary.remainingCurrencyCount && (
|
||||||
<Text c="dimmed" size="sm">
|
<Text c="dimmed" size="sm">
|
||||||
{t("accounts.remainingCurrencies", {
|
{t("accounts.remainingCurrencies", {
|
||||||
count: summary.remainingCurrencyCount,
|
count: summary.remainingCurrencyCount,
|
||||||
|
})}
|
||||||
|
</Text>
|
||||||
|
)}
|
||||||
|
</Stack>
|
||||||
|
|
||||||
|
<Stack gap={4}>
|
||||||
|
{summary.totals.map((total) => {
|
||||||
|
const item = summary.portfolio.unrealizedReturnByCurrency.find(
|
||||||
|
returnItem => returnItem.currency === total.currency,
|
||||||
|
);
|
||||||
|
|
||||||
|
return item
|
||||||
|
? <ReturnValue item={item} key={total.currency} />
|
||||||
|
: null;
|
||||||
})}
|
})}
|
||||||
</Text>
|
</Stack>
|
||||||
|
</Group>
|
||||||
|
|
||||||
|
{summary.portfolio.cashBalances.length > 0 && (
|
||||||
|
<Group className={classes.cash} gap="xs" justify="flex-end">
|
||||||
|
<Text c="dimmed" size="xs">
|
||||||
|
{t("accounts.cash")}
|
||||||
|
</Text>
|
||||||
|
|
||||||
|
<Stack gap={0}>
|
||||||
|
{summary.portfolio.cashBalances.map(cash => (
|
||||||
|
<Text className={classes.cashValue} key={cash.currency} size="sm">
|
||||||
|
{formatMoney(cash, { withRoundedCents: true })}
|
||||||
|
</Text>
|
||||||
|
))}
|
||||||
|
</Stack>
|
||||||
|
</Group>
|
||||||
)}
|
)}
|
||||||
</Stack>
|
</Stack>
|
||||||
);
|
);
|
||||||
@@ -61,13 +256,13 @@ type BrokerageAccountSourceStatusProps = {
|
|||||||
const BrokerageAccountSourceStatus: FC<BrokerageAccountSourceStatusProps> = (
|
const BrokerageAccountSourceStatus: FC<BrokerageAccountSourceStatusProps> = (
|
||||||
props,
|
props,
|
||||||
) => {
|
) => {
|
||||||
const { source } = props;
|
|
||||||
const { t } = useTranslation();
|
const { t } = useTranslation();
|
||||||
|
const { source } = props;
|
||||||
const isSyncing = source?.lastAttempt.state === "running";
|
const isSyncing = source?.lastAttempt.state === "running";
|
||||||
|
|
||||||
const errorText
|
const errorText = source?.lastAttempt.state === "failed"
|
||||||
= source?.lastAttempt.state === "failed" ? t("accounts.refreshError") : null;
|
? t("accounts.refreshError")
|
||||||
|
: null;
|
||||||
|
|
||||||
return (
|
return (
|
||||||
<>
|
<>
|
||||||
@@ -87,86 +282,110 @@ const BrokerageAccountSourceStatus: FC<BrokerageAccountSourceStatusProps> = (
|
|||||||
);
|
);
|
||||||
};
|
};
|
||||||
|
|
||||||
|
type AccountDescriptionProps = {
|
||||||
|
account: BrokerageAccountCard;
|
||||||
|
};
|
||||||
|
|
||||||
|
const AccountDescription: FC<AccountDescriptionProps> = (props) => {
|
||||||
|
const { t } = useTranslation();
|
||||||
|
const { account, summary } = props.account;
|
||||||
|
if (summary.state !== "available") return null;
|
||||||
|
|
||||||
|
const returns = summary.portfolio.unrealizedReturnByCurrency.map(item =>
|
||||||
|
t("accounts.description.return", {
|
||||||
|
absolute: formatMoney(
|
||||||
|
{ currency: item.currency, value: item.absolute },
|
||||||
|
{ withSign: true },
|
||||||
|
),
|
||||||
|
currency: item.currency,
|
||||||
|
percent: formatPercent(item.percent),
|
||||||
|
}),
|
||||||
|
);
|
||||||
|
|
||||||
|
const structures = summary.portfolio.structure.currencies.map((item) => {
|
||||||
|
const categories = item.categories.map(category =>
|
||||||
|
t("accounts.description.structureCategory", {
|
||||||
|
category: t(portfolioCategoryPresentation[category.type].label),
|
||||||
|
value: formatMoney(
|
||||||
|
{ currency: item.currency, value: category.value },
|
||||||
|
{ withRoundedCents: true },
|
||||||
|
),
|
||||||
|
}),
|
||||||
|
).join(", ");
|
||||||
|
|
||||||
|
return t("accounts.description.structure", {
|
||||||
|
currency: item.currency,
|
||||||
|
value: categories,
|
||||||
|
});
|
||||||
|
});
|
||||||
|
|
||||||
|
const hasPartialReturn = summary.portfolio.unrealizedReturnByCurrency.some(
|
||||||
|
item => item.partial,
|
||||||
|
);
|
||||||
|
|
||||||
|
const details = [...returns, ...structures].join(". ");
|
||||||
|
|
||||||
|
return (
|
||||||
|
<VisuallyHidden>
|
||||||
|
{t("accounts.description.start", {
|
||||||
|
name: account.name,
|
||||||
|
type: t(accountTypeKey(account.type)),
|
||||||
|
})}
|
||||||
|
{t("accounts.description.currentValue", {
|
||||||
|
value: summary.portfolio.totalsByCurrency
|
||||||
|
.map(total => formatMoney(total)).join(", "),
|
||||||
|
})}
|
||||||
|
{details ? `${details}. ` : ""}
|
||||||
|
{hasPartialReturn ? t("accounts.brokerDescription") : ""}
|
||||||
|
</VisuallyHidden>
|
||||||
|
);
|
||||||
|
};
|
||||||
|
|
||||||
const BrokerageAccountList: FC<BrokerageAccountListProps> = (props) => {
|
const BrokerageAccountList: FC<BrokerageAccountListProps> = (props) => {
|
||||||
const { accounts } = props;
|
|
||||||
const { t } = useTranslation();
|
const { t } = useTranslation();
|
||||||
|
|
||||||
return (
|
return (
|
||||||
<SimpleGrid className={classes.list} cols={1} spacing="lg">
|
<ul className={classes.list}>
|
||||||
{accounts.map(({ account, positionCounts, source, summary }) => (
|
{props.accounts.map(({ account, positionCounts, source, summary }) => (
|
||||||
<Card
|
<li key={account.id}>
|
||||||
className={classes.card}
|
<Link className={classes.row} to={`/accounts/${account.id}`}>
|
||||||
component={Link}
|
<Group className={classes.identity} wrap="nowrap">
|
||||||
key={account.id}
|
<h2 className={classes.name}>{account.name}</h2>
|
||||||
padding="xl"
|
|
||||||
radius="lg"
|
<Badge className={classes.accountType} variant="light">
|
||||||
to={`/accounts/${account.id}`}
|
|
||||||
withBorder
|
|
||||||
>
|
|
||||||
<Stack className={classes.identity} gap="sm">
|
|
||||||
<Group gap="sm" justify="space-between" wrap="nowrap">
|
|
||||||
<Text className={classes.kicker} fw={700} size="xs">
|
|
||||||
{t(accountTypeKey(account.type))}
|
{t(accountTypeKey(account.type))}
|
||||||
</Text>
|
</Badge>
|
||||||
|
|
||||||
<WalletIcon className={classes.accountIcon} />
|
|
||||||
</Group>
|
</Group>
|
||||||
|
|
||||||
<Text className={classes.name} component="h2" fw={700}>
|
|
||||||
{account.name}
|
|
||||||
</Text>
|
|
||||||
</Stack>
|
|
||||||
|
|
||||||
<Stack className={classes.balance} gap="xs">
|
|
||||||
<Text c="dimmed" size="sm">
|
|
||||||
{t("accounts.currentValue")}
|
|
||||||
</Text>
|
|
||||||
|
|
||||||
<BrokerageAccountSummary summary={summary} />
|
<BrokerageAccountSummary summary={summary} />
|
||||||
|
|
||||||
<BrokerageAccountSourceStatus source={source} />
|
<Stack className={classes.details} gap={2}>
|
||||||
</Stack>
|
{positionCounts && (
|
||||||
|
<Text c="dimmed" size="xs">
|
||||||
|
{t("accounts.positions", {
|
||||||
|
count: positionCounts.total,
|
||||||
|
})}
|
||||||
|
</Text>
|
||||||
|
)}
|
||||||
|
|
||||||
{!!positionCounts && (
|
<BrokerageAccountSourceStatus source={source} />
|
||||||
<dl className={classes.positions}>
|
</Stack>
|
||||||
<div className={classes.stocks}>
|
|
||||||
<dt>{t("accounts.stocks")}</dt>
|
|
||||||
|
|
||||||
<dd>
|
{summary.state === "available" && (
|
||||||
{new Intl.NumberFormat("ru-RU").format(positionCounts.stocks)}
|
<Stack className={classes.structure} gap={4}>
|
||||||
</dd>
|
{summary.portfolio.structure.currencies.map(item => (
|
||||||
</div>
|
<StructureBar item={item} key={item.currency} />
|
||||||
|
))}
|
||||||
<div className={classes.bonds}>
|
</Stack>
|
||||||
<dt>{t("accounts.bonds")}</dt>
|
|
||||||
|
|
||||||
<dd>
|
|
||||||
{new Intl.NumberFormat("ru-RU").format(positionCounts.bonds)}
|
|
||||||
</dd>
|
|
||||||
</div>
|
|
||||||
</dl>
|
|
||||||
)}
|
|
||||||
|
|
||||||
<Group className={classes.footer} gap="sm" justify="space-between">
|
|
||||||
{!!account.openedOn && (
|
|
||||||
<Text c="dimmed" size="xs">
|
|
||||||
{t("accounts.openedOn", {
|
|
||||||
date: formatDate(account.openedOn),
|
|
||||||
})}
|
|
||||||
</Text>
|
|
||||||
)}
|
)}
|
||||||
|
|
||||||
<Text className={classes.open} component="span" fw={600} size="sm">
|
<AccountDescription
|
||||||
{t("accounts.openAccount")}
|
account={{ account, positionCounts, source, summary }}
|
||||||
|
/>
|
||||||
<span aria-hidden="true" className={classes.arrow}>
|
</Link>
|
||||||
→
|
</li>
|
||||||
</span>
|
|
||||||
</Text>
|
|
||||||
</Group>
|
|
||||||
</Card>
|
|
||||||
))}
|
))}
|
||||||
</SimpleGrid>
|
</ul>
|
||||||
);
|
);
|
||||||
};
|
};
|
||||||
|
|
||||||
|
|||||||
@@ -2,8 +2,9 @@ export {
|
|||||||
type BrokerageEvent,
|
type BrokerageEvent,
|
||||||
useBrokerageEvents,
|
useBrokerageEvents,
|
||||||
} from "./api/useBrokerageEvents";
|
} from "./api/useBrokerageEvents";
|
||||||
export { brokerageEventKey } from "./model/event-key";
|
export { brokerageEventGroupKey, brokerageEventKey } from "./model/event-key";
|
||||||
export { BrokerageEventCard } from "./ui/BrokerageEventCard";
|
export { BrokerageEventCard } from "./ui/BrokerageEventCard";
|
||||||
|
export { BrokerageEventGroup } from "./ui/BrokerageEventGroup";
|
||||||
export {
|
export {
|
||||||
BrokerageEventsPreview,
|
BrokerageEventsPreview,
|
||||||
type BrokerageEventsPreviewState,
|
type BrokerageEventsPreviewState,
|
||||||
|
|||||||
@@ -0,0 +1,57 @@
|
|||||||
|
import { describe, expect, it } from "vitest";
|
||||||
|
|
||||||
|
import type { BrokerageEvent } from "../api/useBrokerageEvents";
|
||||||
|
|
||||||
|
import { brokerageEventGroupKey } from "./event-key";
|
||||||
|
|
||||||
|
const base: BrokerageEvent = {
|
||||||
|
account: { id: "account-1", name: "Брокерский" },
|
||||||
|
date: "2026-08-20",
|
||||||
|
dateKind: "event",
|
||||||
|
displayName: "ОФЗ 26238",
|
||||||
|
figi: "FIGI",
|
||||||
|
instrumentUid: "UID",
|
||||||
|
isin: "RU000A0JX0J2",
|
||||||
|
logoName: null,
|
||||||
|
projectedAmount: { currency: "RUB", value: "100" },
|
||||||
|
ticker: "OFZ",
|
||||||
|
type: "coupon",
|
||||||
|
};
|
||||||
|
|
||||||
|
describe("brokerageEventGroupKey", () => {
|
||||||
|
it("uses date, preferred identity, exact type and dateKind", () => {
|
||||||
|
const key = brokerageEventGroupKey(base);
|
||||||
|
|
||||||
|
expect(brokerageEventGroupKey({
|
||||||
|
...base,
|
||||||
|
account: { id: "account-2", name: "ИИС" },
|
||||||
|
figi: "OTHER-FIGI",
|
||||||
|
})).toBe(key);
|
||||||
|
expect(brokerageEventGroupKey({ ...base, date: "2026-08-21" }))
|
||||||
|
.not.toBe(key);
|
||||||
|
expect(brokerageEventGroupKey({ ...base, dateKind: "registry" }))
|
||||||
|
.not.toBe(key);
|
||||||
|
expect(brokerageEventGroupKey({ ...base, type: "dividend" }))
|
||||||
|
.not.toBe(key);
|
||||||
|
});
|
||||||
|
|
||||||
|
it("falls back through FIGI and ISIN and rejects missing identity", () => {
|
||||||
|
expect(brokerageEventGroupKey({ ...base, instrumentUid: null }))
|
||||||
|
.toBe(brokerageEventGroupKey({ ...base, instrumentUid: "" }));
|
||||||
|
expect(brokerageEventGroupKey({
|
||||||
|
...base,
|
||||||
|
figi: null,
|
||||||
|
instrumentUid: null,
|
||||||
|
})).toBe(brokerageEventGroupKey({
|
||||||
|
...base,
|
||||||
|
figi: "",
|
||||||
|
instrumentUid: null,
|
||||||
|
}));
|
||||||
|
expect(brokerageEventGroupKey({
|
||||||
|
...base,
|
||||||
|
figi: null,
|
||||||
|
instrumentUid: null,
|
||||||
|
isin: null,
|
||||||
|
})).toBeNull();
|
||||||
|
});
|
||||||
|
});
|
||||||
@@ -1,5 +1,13 @@
|
|||||||
import type { BrokerageEvent } from "../api/useBrokerageEvents";
|
import type { BrokerageEvent } from "../api/useBrokerageEvents";
|
||||||
|
|
||||||
|
function brokerageEventGroupKey(event: BrokerageEvent): null | string {
|
||||||
|
const identity = event.instrumentUid || event.figi || event.isin;
|
||||||
|
|
||||||
|
return identity
|
||||||
|
? JSON.stringify([event.date, identity, event.type, event.dateKind])
|
||||||
|
: null;
|
||||||
|
}
|
||||||
|
|
||||||
function brokerageEventKey(event: BrokerageEvent) {
|
function brokerageEventKey(event: BrokerageEvent) {
|
||||||
return JSON.stringify([
|
return JSON.stringify([
|
||||||
event.account?.id, event.type, event.date, event.instrumentUid,
|
event.account?.id, event.type, event.date, event.instrumentUid,
|
||||||
@@ -7,4 +15,4 @@ function brokerageEventKey(event: BrokerageEvent) {
|
|||||||
]);
|
]);
|
||||||
}
|
}
|
||||||
|
|
||||||
export { brokerageEventKey };
|
export { brokerageEventGroupKey, brokerageEventKey };
|
||||||
|
|||||||
@@ -0,0 +1,122 @@
|
|||||||
|
import { MantineProvider } from "@mantine/core";
|
||||||
|
import { render, screen, within } from "@testing-library/react";
|
||||||
|
import { MemoryRouter } from "react-router";
|
||||||
|
import { describe, expect, it } from "vitest";
|
||||||
|
|
||||||
|
import type { BrokerageEvent } from "../api/useBrokerageEvents";
|
||||||
|
|
||||||
|
import { BrokerageEventGroup } from "./BrokerageEventGroup";
|
||||||
|
|
||||||
|
function event(
|
||||||
|
account: { id: string; name: string },
|
||||||
|
value: null | string,
|
||||||
|
currency = "RUB",
|
||||||
|
): BrokerageEvent {
|
||||||
|
return {
|
||||||
|
account,
|
||||||
|
date: "2026-08-20",
|
||||||
|
dateKind: "registry",
|
||||||
|
displayName: "ОФЗ 26238",
|
||||||
|
figi: "FIGI",
|
||||||
|
instrumentUid: "UID",
|
||||||
|
isin: "RU000A0JX0J2",
|
||||||
|
logoName: null,
|
||||||
|
projectedAmount: value === null ? null : { currency, value },
|
||||||
|
ticker: "OFZ",
|
||||||
|
type: "coupon",
|
||||||
|
};
|
||||||
|
}
|
||||||
|
|
||||||
|
function renderGroup(
|
||||||
|
events: [BrokerageEvent, BrokerageEvent],
|
||||||
|
isTotalVisible = true,
|
||||||
|
) {
|
||||||
|
return render(
|
||||||
|
<MantineProvider>
|
||||||
|
<MemoryRouter>
|
||||||
|
<ul>
|
||||||
|
<BrokerageEventGroup
|
||||||
|
events={events}
|
||||||
|
totalVisible={isTotalVisible}
|
||||||
|
/>
|
||||||
|
</ul>
|
||||||
|
</MemoryRouter>
|
||||||
|
</MantineProvider>,
|
||||||
|
);
|
||||||
|
}
|
||||||
|
|
||||||
|
describe("BrokerageEventGroup", () => {
|
||||||
|
it("shows an unsigned forecast total and every account forecast", () => {
|
||||||
|
renderGroup([
|
||||||
|
event({ id: "broker", name: "Брокерский" }, "100.5"),
|
||||||
|
event({ id: "iis", name: "ИИС" }, "49.5"),
|
||||||
|
]);
|
||||||
|
|
||||||
|
expect(screen.getByText("Купон · ОФЗ 26238")).toBeInTheDocument();
|
||||||
|
expect(screen.getByText("150 ₽")).toBeInTheDocument();
|
||||||
|
expect(screen.getAllByText("Прогноз").length).toBeGreaterThanOrEqual(3);
|
||||||
|
|
||||||
|
const accounts = within(screen.getByRole("list", {
|
||||||
|
name: /Купон · ОФЗ 26238, 20\.08\.2026 · Дата реестра, 150 ₽/,
|
||||||
|
}));
|
||||||
|
|
||||||
|
expect(accounts.getByText("Брокерский")).toBeInTheDocument();
|
||||||
|
expect(accounts.getByText("ИИС")).toBeInTheDocument();
|
||||||
|
expect(accounts.getByText("100,5 ₽")).toBeInTheDocument();
|
||||||
|
expect(accounts.getByText("49,5 ₽")).toBeInTheDocument();
|
||||||
|
expect(accounts.queryByRole("link")).not.toBeInTheDocument();
|
||||||
|
});
|
||||||
|
|
||||||
|
it("announces an unknown total as unavailable", () => {
|
||||||
|
renderGroup([
|
||||||
|
event({ id: "broker", name: "Брокерский" }, null),
|
||||||
|
event({ id: "iis", name: "ИИС" }, "49.5"),
|
||||||
|
]);
|
||||||
|
|
||||||
|
expect(screen.getByRole("list", {
|
||||||
|
name: /Купон · ОФЗ 26238.*Итог недоступен/,
|
||||||
|
})).toBeInTheDocument();
|
||||||
|
expect(screen.getByText("Сумма неизвестна")).toBeInTheDocument();
|
||||||
|
});
|
||||||
|
|
||||||
|
it("hides the total for incomplete data", () => {
|
||||||
|
renderGroup([
|
||||||
|
event({ id: "broker", name: "Брокерский" }, "100.5"),
|
||||||
|
event({ id: "iis", name: "ИИС" }, "49.5"),
|
||||||
|
], false);
|
||||||
|
expect(screen.queryByText("150 ₽")).not.toBeInTheDocument();
|
||||||
|
});
|
||||||
|
|
||||||
|
it("allows zero source forecasts to produce a visible zero total", () => {
|
||||||
|
renderGroup([
|
||||||
|
event({ id: "broker", name: "Брокерский" }, "0"),
|
||||||
|
event({ id: "iis", name: "ИИС" }, "0.00"),
|
||||||
|
]);
|
||||||
|
|
||||||
|
expect(screen.getAllByText("0 ₽")).toHaveLength(2);
|
||||||
|
expect(screen.getByText("0,00 ₽")).toBeInTheDocument();
|
||||||
|
});
|
||||||
|
|
||||||
|
it("shows separate forecast totals per currency without conversion", () => {
|
||||||
|
renderGroup([
|
||||||
|
event({ id: "broker", name: "Брокерский" }, "10", "USD"),
|
||||||
|
event({ id: "iis", name: "ИИС" }, "200"),
|
||||||
|
]);
|
||||||
|
|
||||||
|
expect(screen.getByRole("list", { name: /10 USD.*200 ₽/ }))
|
||||||
|
.toBeInTheDocument();
|
||||||
|
});
|
||||||
|
|
||||||
|
it("shows an offer group without a total", () => {
|
||||||
|
renderGroup([
|
||||||
|
{ ...event({ id: "broker", name: "Брокерский" }, null), type: "offer" },
|
||||||
|
{ ...event({ id: "iis", name: "ИИС" }, null), type: "offer" },
|
||||||
|
]);
|
||||||
|
|
||||||
|
const accounts = within(screen.getByRole("list", {
|
||||||
|
name: /Итог недоступен/,
|
||||||
|
}));
|
||||||
|
|
||||||
|
expect(accounts.getAllByRole("listitem")).toHaveLength(2);
|
||||||
|
});
|
||||||
|
});
|
||||||
@@ -0,0 +1,87 @@
|
|||||||
|
import type { FC } from "react";
|
||||||
|
|
||||||
|
import { EntryCard } from "@wealthledger/ui";
|
||||||
|
import { useTranslation } from "react-i18next";
|
||||||
|
|
||||||
|
import {
|
||||||
|
formatDate,
|
||||||
|
formatMoney,
|
||||||
|
instrumentLogoUrl,
|
||||||
|
sumMoney,
|
||||||
|
totalText,
|
||||||
|
} from "@/shared/lib";
|
||||||
|
import { AccountRow, EntryGroup, EntryGroupTotal } from "@/shared/ui";
|
||||||
|
|
||||||
|
import type { BrokerageEvent } from "../api/useBrokerageEvents";
|
||||||
|
|
||||||
|
import { brokerageEventKey } from "../model/event-key";
|
||||||
|
|
||||||
|
type BrokerageEventGroupProps = {
|
||||||
|
events: [BrokerageEvent, BrokerageEvent, ...BrokerageEvent[]];
|
||||||
|
totalVisible: boolean;
|
||||||
|
};
|
||||||
|
|
||||||
|
const BrokerageEventGroup: FC<BrokerageEventGroupProps> = (props) => {
|
||||||
|
const { t } = useTranslation();
|
||||||
|
const [first] = props.events;
|
||||||
|
const typeLabel = t(`events.type.${first.type}`);
|
||||||
|
|
||||||
|
const amounts = props.events.flatMap(event =>
|
||||||
|
event.projectedAmount ? [event.projectedAmount] : [],
|
||||||
|
);
|
||||||
|
|
||||||
|
const totals = props.totalVisible && amounts.length === props.events.length
|
||||||
|
? sumMoney(amounts)
|
||||||
|
: null;
|
||||||
|
|
||||||
|
const date = formatDate(first.date);
|
||||||
|
|
||||||
|
const metadata = [
|
||||||
|
date,
|
||||||
|
first.dateKind === "registry" ? t("events.dateKind.registry") : null,
|
||||||
|
].filter(Boolean).join(" · ");
|
||||||
|
|
||||||
|
const title = `${typeLabel} · ${first.displayName}`;
|
||||||
|
const totalsText = totalText(totals, false);
|
||||||
|
|
||||||
|
const accessibleName = [
|
||||||
|
title,
|
||||||
|
metadata,
|
||||||
|
totalsText || t("entryGroup.totalUnavailable"),
|
||||||
|
].join(", ");
|
||||||
|
|
||||||
|
return (
|
||||||
|
<EntryGroup
|
||||||
|
header={(
|
||||||
|
<EntryCard
|
||||||
|
imageSrc={instrumentLogoUrl(first.logoName)}
|
||||||
|
initial={(first.ticker.trim()[0] ?? "?").toUpperCase()}
|
||||||
|
metadata={metadata}
|
||||||
|
title={title}
|
||||||
|
tone="neutral"
|
||||||
|
value={<EntryGroupTotal totals={totals} />}
|
||||||
|
valueLabel={t("payout.forecast")}
|
||||||
|
wrap
|
||||||
|
/>
|
||||||
|
)}
|
||||||
|
label={accessibleName}
|
||||||
|
>
|
||||||
|
{props.events.map((event) => {
|
||||||
|
const value = event.projectedAmount
|
||||||
|
? formatMoney(event.projectedAmount)
|
||||||
|
: t("events.noAmount");
|
||||||
|
|
||||||
|
return (
|
||||||
|
<AccountRow
|
||||||
|
accountName={event.account?.name ?? "—"}
|
||||||
|
key={brokerageEventKey(event)}
|
||||||
|
value={value}
|
||||||
|
valueLabel={t("payout.forecast")}
|
||||||
|
/>
|
||||||
|
);
|
||||||
|
})}
|
||||||
|
</EntryGroup>
|
||||||
|
);
|
||||||
|
};
|
||||||
|
|
||||||
|
export { BrokerageEventGroup };
|
||||||
@@ -5,13 +5,18 @@ import { LoadingSkeleton } from "@wealthledger/ui";
|
|||||||
import { useTranslation } from "react-i18next";
|
import { useTranslation } from "react-i18next";
|
||||||
import { Link } from "react-router";
|
import { Link } from "react-router";
|
||||||
|
|
||||||
|
import { groupItems } from "@/shared/lib";
|
||||||
|
|
||||||
import type { BrokerageEvent } from "../../api/useBrokerageEvents";
|
import type { BrokerageEvent } from "../../api/useBrokerageEvents";
|
||||||
|
|
||||||
import { brokerageEventKey } from "../../model/event-key";
|
import { brokerageEventGroupKey, brokerageEventKey } from "../../model/event-key";
|
||||||
import { BrokerageEventCard } from "../BrokerageEventCard";
|
import { BrokerageEventCard } from "../BrokerageEventCard";
|
||||||
|
import { BrokerageEventGroup } from "../BrokerageEventGroup";
|
||||||
|
|
||||||
type BrokerageEventsPreviewProps = {
|
type BrokerageEventsPreviewProps = {
|
||||||
|
allAccounts?: boolean;
|
||||||
events: BrokerageEventsPreviewState;
|
events: BrokerageEventsPreviewState;
|
||||||
|
moreLabel?: string;
|
||||||
};
|
};
|
||||||
|
|
||||||
type BrokerageEventsPreviewState
|
type BrokerageEventsPreviewState
|
||||||
@@ -19,6 +24,7 @@ type BrokerageEventsPreviewState
|
|||||||
items: BrokerageEvent[];
|
items: BrokerageEvent[];
|
||||||
state: "loaded" | "partial";
|
state: "loaded" | "partial";
|
||||||
to: string;
|
to: string;
|
||||||
|
totalVisible?: boolean;
|
||||||
}
|
}
|
||||||
| { state: "empty"
|
| { state: "empty"
|
||||||
| "error"
|
| "error"
|
||||||
@@ -42,16 +48,35 @@ const BrokerageEventsPreview: FC<BrokerageEventsPreviewProps> = (props) => {
|
|||||||
|
|
||||||
{events.state === "partial" && <Text role="status">{t("investment.partial")}</Text>}
|
{events.state === "partial" && <Text role="status">{t("investment.partial")}</Text>}
|
||||||
|
|
||||||
{(events.state === "loaded" || events.state === "partial")
|
{(events.state === "loaded" || events.state === "partial") && (
|
||||||
&& events.items.map(event => (
|
<Stack
|
||||||
<BrokerageEventCard
|
component="ul"
|
||||||
event={event}
|
gap="sm"
|
||||||
key={brokerageEventKey(event)}
|
m={0}
|
||||||
/>
|
p={0}
|
||||||
))}
|
style={{ listStyle: "none" }}
|
||||||
|
>
|
||||||
|
{groupItems(
|
||||||
|
events.items,
|
||||||
|
props.allAccounts ? brokerageEventGroupKey : () => null,
|
||||||
|
).map(entry => entry.type === "group"
|
||||||
|
? (
|
||||||
|
<BrokerageEventGroup
|
||||||
|
events={entry.items}
|
||||||
|
key={entry.key}
|
||||||
|
totalVisible={events.totalVisible === true}
|
||||||
|
/>
|
||||||
|
)
|
||||||
|
: (
|
||||||
|
<li key={brokerageEventKey(entry.item)}>
|
||||||
|
<BrokerageEventCard event={entry.item} />
|
||||||
|
</li>
|
||||||
|
))}
|
||||||
|
</Stack>
|
||||||
|
)}
|
||||||
|
|
||||||
<Button component={Link} to={events.to} variant="subtle">
|
<Button component={Link} to={events.to} variant="subtle">
|
||||||
{t("events.open")}
|
{props.moreLabel ?? t("events.open")}
|
||||||
</Button>
|
</Button>
|
||||||
</Stack>
|
</Stack>
|
||||||
);
|
);
|
||||||
|
|||||||
@@ -7,7 +7,12 @@ type AuthContextValue = {
|
|||||||
logout: () => Promise<void>;
|
logout: () => Promise<void>;
|
||||||
ready: boolean;
|
ready: boolean;
|
||||||
register: (email: string, password: string) => Promise<void>;
|
register: (email: string, password: string) => Promise<void>;
|
||||||
|
retry: () => void;
|
||||||
signedOut: boolean;
|
signedOut: boolean;
|
||||||
|
/**
|
||||||
|
Refresh failed with a network error or 5xx; the refresh cookie may still be valid.
|
||||||
|
*/
|
||||||
|
unavailable: boolean;
|
||||||
user: undefined | User;
|
user: undefined | User;
|
||||||
};
|
};
|
||||||
|
|
||||||
|
|||||||
@@ -3,8 +3,9 @@ import type { FC, PropsWithChildren } from "react";
|
|||||||
import { QueryClientProvider, useQueryClient } from "@tanstack/react-query";
|
import { QueryClientProvider, useQueryClient } from "@tanstack/react-query";
|
||||||
import { act, renderHook, waitFor } from "@testing-library/react";
|
import { act, renderHook, waitFor } from "@testing-library/react";
|
||||||
import { http, HttpResponse } from "msw";
|
import { http, HttpResponse } from "msw";
|
||||||
import { describe, expect, it } from "vitest";
|
import { describe, expect, it, onTestFinished, vi } from "vitest";
|
||||||
|
|
||||||
|
import * as sharedApi from "@/shared/api";
|
||||||
import { apiClient, apiQueryClient, useAuthenticatedQuery } from "@/shared/api";
|
import { apiClient, apiQueryClient, useAuthenticatedQuery } from "@/shared/api";
|
||||||
import { createTestQueryClient } from "@/test/query";
|
import { createTestQueryClient } from "@/test/query";
|
||||||
import { resource } from "@/test/resource";
|
import { resource } from "@/test/resource";
|
||||||
@@ -92,8 +93,10 @@ describe("AuthProvider", () => {
|
|||||||
);
|
);
|
||||||
});
|
});
|
||||||
|
|
||||||
it("settles unauthenticated and clears cached data when cold-start refresh has a transport error", async () => {
|
it("settles unauthenticated and clears cached data when cold-start refresh is rejected with 401", async () => {
|
||||||
server.use(http.post("*/api/v1/auth/refresh", () => HttpResponse.error()));
|
server.use(http.post("*/api/v1/auth/refresh", () =>
|
||||||
|
HttpResponse.json({ code: "UNAUTHORIZED" }, { status: 401 }),
|
||||||
|
));
|
||||||
const queryClient = createTestQueryClient();
|
const queryClient = createTestQueryClient();
|
||||||
queryClient.setQueryData(["cached-query"], { value: "stale" });
|
queryClient.setQueryData(["cached-query"], { value: "stale" });
|
||||||
queryClient.setQueryData(bankCardsKey, [{ id: "bank-card-1" }]);
|
queryClient.setQueryData(bankCardsKey, [{ id: "bank-card-1" }]);
|
||||||
@@ -103,12 +106,54 @@ describe("AuthProvider", () => {
|
|||||||
await waitFor(() => expect(result.current.ready).toBe(true));
|
await waitFor(() => expect(result.current.ready).toBe(true));
|
||||||
|
|
||||||
expect(result.current.user).toBeUndefined();
|
expect(result.current.user).toBeUndefined();
|
||||||
|
expect(result.current.unavailable).toBe(false);
|
||||||
expect(await requestAuthorization()).toBeNull();
|
expect(await requestAuthorization()).toBeNull();
|
||||||
expect(queryClient.getQueryData(["cached-query"])).toBeUndefined();
|
expect(queryClient.getQueryData(["cached-query"])).toBeUndefined();
|
||||||
expect(queryClient.getQueryData(bankCardsKey)).toBeUndefined();
|
expect(queryClient.getQueryData(bankCardsKey)).toBeUndefined();
|
||||||
});
|
});
|
||||||
|
|
||||||
it("keeps the original protected 401 when serialized refresh has a transport error", async () => {
|
it.each([
|
||||||
|
["a transport error", () => HttpResponse.error()],
|
||||||
|
["a 502 from the proxy", () => new HttpResponse(null, { status: 502 })],
|
||||||
|
["a 503 problem", () => HttpResponse.json({ code: "INTERNAL_SERVER_ERROR" }, { status: 503 })],
|
||||||
|
])("settles as unavailable and keeps cached data when cold-start refresh gets %s", async (_name, failure) => {
|
||||||
|
server.use(http.post("*/api/v1/auth/refresh", failure));
|
||||||
|
const queryClient = createTestQueryClient();
|
||||||
|
queryClient.setQueryData(["cached-query"], { value: "kept" });
|
||||||
|
const wrapper: FC<PropsWithChildren> = createAuthWrapper(queryClient);
|
||||||
|
const { result } = renderHook(() => useAuth(), { wrapper });
|
||||||
|
|
||||||
|
await waitFor(() => expect(result.current.ready).toBe(true));
|
||||||
|
|
||||||
|
expect(result.current.user).toBeUndefined();
|
||||||
|
expect(result.current.unavailable).toBe(true);
|
||||||
|
expect(queryClient.getQueryData(["cached-query"])).toEqual({ value: "kept" });
|
||||||
|
});
|
||||||
|
|
||||||
|
it("restores the session when retry succeeds after an outage", async () => {
|
||||||
|
let isOutage = true;
|
||||||
|
server.use(http.post("*/api/v1/auth/refresh", () =>
|
||||||
|
isOutage
|
||||||
|
? new HttpResponse(null, { status: 502 })
|
||||||
|
: HttpResponse.json({
|
||||||
|
accessToken: "restored-token",
|
||||||
|
user: { email: "user@example.com", id: "user-1" },
|
||||||
|
}),
|
||||||
|
));
|
||||||
|
const queryClient = createTestQueryClient();
|
||||||
|
const wrapper: FC<PropsWithChildren> = createAuthWrapper(queryClient);
|
||||||
|
const { result } = renderHook(() => useAuth(), { wrapper });
|
||||||
|
|
||||||
|
await waitFor(() => expect(result.current.unavailable).toBe(true));
|
||||||
|
isOutage = false;
|
||||||
|
act(() => result.current.retry());
|
||||||
|
|
||||||
|
await waitFor(() => expect(result.current.user?.id).toBe("user-1"));
|
||||||
|
expect(result.current.unavailable).toBe(false);
|
||||||
|
expect(await requestAuthorization()).toBe("Bearer restored-token");
|
||||||
|
});
|
||||||
|
|
||||||
|
it("keeps the original protected 401 and the session when serialized refresh has a transport error", async () => {
|
||||||
let refreshCalls = 0;
|
let refreshCalls = 0;
|
||||||
server.use(
|
server.use(
|
||||||
http.post("*/api/v1/auth/refresh", () => {
|
http.post("*/api/v1/auth/refresh", () => {
|
||||||
@@ -137,10 +182,11 @@ describe("AuthProvider", () => {
|
|||||||
const response = await apiClient.GET("/api/v1/brokerage-accounts");
|
const response = await apiClient.GET("/api/v1/brokerage-accounts");
|
||||||
|
|
||||||
expect(response.response.status).toBe(401);
|
expect(response.response.status).toBe(401);
|
||||||
await waitFor(() => expect(result.current.user).toBeUndefined());
|
// An unreachable server does not prove the session ended; the next 401 refreshes again.
|
||||||
expect(await requestAuthorization()).toBeNull();
|
await waitFor(() => expect(result.current.unavailable).toBe(true));
|
||||||
expect(queryClient.getQueryData(["cached-query"])).toBeUndefined();
|
expect(result.current.user?.id).toBe("user-1");
|
||||||
expect(queryClient.getQueryData(bankCardsKey)).toBeUndefined();
|
expect(queryClient.getQueryData(["cached-query"])).toEqual({ value: "stale" });
|
||||||
|
expect(queryClient.getQueryData(bankCardsKey)).toEqual([{ id: "bank-card-1" }]);
|
||||||
});
|
});
|
||||||
|
|
||||||
it("clears connection status and financial cache independently on logout", async () => {
|
it("clears connection status and financial cache independently on logout", async () => {
|
||||||
@@ -353,4 +399,23 @@ describe("AuthProvider", () => {
|
|||||||
expect(result.current.cards.data?.[0]?.id).toBe("b-card"),
|
expect(result.current.cards.data?.[0]?.id).toBe("b-card"),
|
||||||
);
|
);
|
||||||
});
|
});
|
||||||
|
|
||||||
|
it("registers auth handlers once until unmount", async () => {
|
||||||
|
const configure = vi.spyOn(sharedApi, "configureAuthClient");
|
||||||
|
onTestFinished(() => configure.mockRestore());
|
||||||
|
|
||||||
|
const { rerender, result, unmount } = renderHook(useAuth, {
|
||||||
|
wrapper: createAuthWrapper(createTestQueryClient()),
|
||||||
|
});
|
||||||
|
|
||||||
|
await waitFor(() => expect(result.current.ready).toBe(true));
|
||||||
|
const registrations = configure.mock.calls.length;
|
||||||
|
|
||||||
|
rerender();
|
||||||
|
expect(configure).toHaveBeenCalledTimes(registrations);
|
||||||
|
|
||||||
|
unmount();
|
||||||
|
expect(configure).toHaveBeenCalledTimes(registrations + 1);
|
||||||
|
expect(configure).toHaveBeenLastCalledWith();
|
||||||
|
});
|
||||||
});
|
});
|
||||||
|
|||||||
@@ -5,6 +5,9 @@ import { apiClient, configureAuthClient, type paths } from "@/shared/api";
|
|||||||
|
|
||||||
import { type User } from "./auth-context";
|
import { type User } from "./auth-context";
|
||||||
|
|
||||||
|
// A 5xx or network error means the server is unreachable, not that the session ended.
|
||||||
|
const HTTP_SERVER_ERROR = 500;
|
||||||
|
|
||||||
type Authentication
|
type Authentication
|
||||||
= paths["/api/v1/auth/login"]["post"]["responses"][200]["content"]["application/json"];
|
= paths["/api/v1/auth/login"]["post"]["responses"][200]["content"]["application/json"];
|
||||||
|
|
||||||
@@ -32,6 +35,8 @@ function useAuthProviderVm() {
|
|||||||
const accessTokenRef = useRef<string | undefined>(undefined);
|
const accessTokenRef = useRef<string | undefined>(undefined);
|
||||||
const [ready, setReady] = useState(false);
|
const [ready, setReady] = useState(false);
|
||||||
const [signedOut, setSignedOut] = useState(false);
|
const [signedOut, setSignedOut] = useState(false);
|
||||||
|
const [unavailable, setUnavailable] = useState(false);
|
||||||
|
const unavailableRef = useRef(false);
|
||||||
|
|
||||||
const generationRef = useRef(0);
|
const generationRef = useRef(0);
|
||||||
const userRef = useRef<undefined | User>(undefined);
|
const userRef = useRef<undefined | User>(undefined);
|
||||||
@@ -49,12 +54,18 @@ function useAuthProviderVm() {
|
|||||||
return next;
|
return next;
|
||||||
}, []);
|
}, []);
|
||||||
|
|
||||||
|
const markUnavailable = useCallback((isUnavailable: boolean) => {
|
||||||
|
unavailableRef.current = isUnavailable;
|
||||||
|
setUnavailable(isUnavailable);
|
||||||
|
}, []);
|
||||||
|
|
||||||
const applyAuthentication = useCallback(
|
const applyAuthentication = useCallback(
|
||||||
(authentication: Authentication) => {
|
(authentication: Authentication) => {
|
||||||
const changedIdentity
|
const changedIdentity
|
||||||
= userRef.current && userRef.current.id !== authentication.user.id;
|
= userRef.current && userRef.current.id !== authentication.user.id;
|
||||||
|
|
||||||
setSignedOut(false);
|
setSignedOut(false);
|
||||||
|
markUnavailable(false);
|
||||||
accessTokenRef.current = authentication.accessToken;
|
accessTokenRef.current = authentication.accessToken;
|
||||||
|
|
||||||
if (changedIdentity) {
|
if (changedIdentity) {
|
||||||
@@ -67,16 +78,17 @@ function useAuthProviderVm() {
|
|||||||
userRef.current = authentication.user;
|
userRef.current = authentication.user;
|
||||||
setUser(authentication.user);
|
setUser(authentication.user);
|
||||||
},
|
},
|
||||||
[queryClient],
|
[markUnavailable, queryClient],
|
||||||
);
|
);
|
||||||
|
|
||||||
const clearSession = useCallback(() => {
|
const clearSession = useCallback(() => {
|
||||||
|
markUnavailable(false);
|
||||||
generationRef.current += 1;
|
generationRef.current += 1;
|
||||||
userRef.current = undefined;
|
userRef.current = undefined;
|
||||||
setUser(undefined);
|
setUser(undefined);
|
||||||
accessTokenRef.current = undefined;
|
accessTokenRef.current = undefined;
|
||||||
queryClient.clear();
|
queryClient.clear();
|
||||||
}, [queryClient]);
|
}, [markUnavailable, queryClient]);
|
||||||
|
|
||||||
const refresh = useCallback((): Promise<boolean> => {
|
const refresh = useCallback((): Promise<boolean> => {
|
||||||
if (refreshPromiseRef.current) return refreshPromiseRef.current;
|
if (refreshPromiseRef.current) return refreshPromiseRef.current;
|
||||||
@@ -86,11 +98,12 @@ function useAuthProviderVm() {
|
|||||||
if (started !== generationRef.current) return false;
|
if (started !== generationRef.current) return false;
|
||||||
|
|
||||||
try {
|
try {
|
||||||
const { data } = await apiClient.POST("/api/v1/auth/refresh");
|
const { data, response } = await apiClient.POST("/api/v1/auth/refresh");
|
||||||
if (started !== generationRef.current) return false;
|
if (started !== generationRef.current) return false;
|
||||||
|
|
||||||
if (!data) {
|
if (!data) {
|
||||||
clearSession();
|
if (response.status >= HTTP_SERVER_ERROR) markUnavailable(true);
|
||||||
|
else clearSession();
|
||||||
|
|
||||||
return false;
|
return false;
|
||||||
}
|
}
|
||||||
@@ -100,7 +113,7 @@ function useAuthProviderVm() {
|
|||||||
return true;
|
return true;
|
||||||
}
|
}
|
||||||
catch {
|
catch {
|
||||||
if (started === generationRef.current) clearSession();
|
if (started === generationRef.current) markUnavailable(true);
|
||||||
|
|
||||||
return false;
|
return false;
|
||||||
}
|
}
|
||||||
@@ -112,7 +125,7 @@ function useAuthProviderVm() {
|
|||||||
refreshPromiseRef.current = pending;
|
refreshPromiseRef.current = pending;
|
||||||
|
|
||||||
return pending;
|
return pending;
|
||||||
}, [applyAuthentication, clearSession, serialize]);
|
}, [applyAuthentication, clearSession, markUnavailable, serialize]);
|
||||||
|
|
||||||
useEffect(() => {
|
useEffect(() => {
|
||||||
void refresh().finally(() => setReady(true));
|
void refresh().finally(() => setReady(true));
|
||||||
@@ -146,8 +159,10 @@ function useAuthProviderVm() {
|
|||||||
clear: clearSession,
|
clear: clearSession,
|
||||||
generation: () => generationRef.current,
|
generation: () => generationRef.current,
|
||||||
refresh,
|
refresh,
|
||||||
|
unavailable: () => unavailableRef.current,
|
||||||
});
|
});
|
||||||
});
|
// `user` tracks access-token changes, which configureAuthClient publishes as session state.
|
||||||
|
}, [clearSession, refresh, user]);
|
||||||
useEffect(() => () => configureAuthClient(), []);
|
useEffect(() => () => configureAuthClient(), []);
|
||||||
|
|
||||||
const authContextValue = {
|
const authContextValue = {
|
||||||
@@ -157,7 +172,9 @@ function useAuthProviderVm() {
|
|||||||
ready,
|
ready,
|
||||||
register: (email: string, password: string) =>
|
register: (email: string, password: string) =>
|
||||||
authenticate("/api/v1/auth/register", email, password),
|
authenticate("/api/v1/auth/register", email, password),
|
||||||
|
retry: () => void refresh(),
|
||||||
signedOut,
|
signedOut,
|
||||||
|
unavailable,
|
||||||
user,
|
user,
|
||||||
};
|
};
|
||||||
|
|
||||||
|
|||||||
@@ -17,7 +17,7 @@ import {
|
|||||||
useLocation,
|
useLocation,
|
||||||
useNavigate,
|
useNavigate,
|
||||||
} from "react-router";
|
} from "react-router";
|
||||||
import { beforeEach, describe, expect, it, vi } from "vitest";
|
import { afterEach, beforeEach, describe, expect, it, vi } from "vitest";
|
||||||
|
|
||||||
import { configureAuthClient } from "@/shared/api";
|
import { configureAuthClient } from "@/shared/api";
|
||||||
import { defaultPeriod, formatDate, moscowDate } from "@/shared/lib";
|
import { defaultPeriod, formatDate, moscowDate } from "@/shared/lib";
|
||||||
@@ -72,7 +72,14 @@ function renderEvents(accountId: string, searches: string[]) {
|
|||||||
}
|
}
|
||||||
|
|
||||||
describe("Upcoming event date filters", () => {
|
describe("Upcoming event date filters", () => {
|
||||||
|
afterEach(() => {
|
||||||
|
vi.useRealTimers();
|
||||||
|
});
|
||||||
beforeEach(() => {
|
beforeEach(() => {
|
||||||
|
// Pin "today": the test picks today + 10 days, which must be inside the visible calendar grid.
|
||||||
|
// Real dates can push it beyond the grid (e.g. 2026-10-23 -> 2 November).
|
||||||
|
vi.useFakeTimers({ toFake: ["Date"] });
|
||||||
|
vi.setSystemTime(new Date("2026-08-10T09:00:00Z"));
|
||||||
configureAuthClient({
|
configureAuthClient({
|
||||||
accessToken: () => "token",
|
accessToken: () => "token",
|
||||||
clear: vi.fn(),
|
clear: vi.fn(),
|
||||||
@@ -80,6 +87,8 @@ describe("Upcoming event date filters", () => {
|
|||||||
});
|
});
|
||||||
});
|
});
|
||||||
|
|
||||||
|
afterEach(() => vi.useRealTimers());
|
||||||
|
|
||||||
it("keeps reads and sync disabled without an account scope", async () => {
|
it("keeps reads and sync disabled without an account scope", async () => {
|
||||||
const requests: string[] = [];
|
const requests: string[] = [];
|
||||||
server.use(
|
server.use(
|
||||||
@@ -229,6 +238,10 @@ describe("Upcoming event date filters", () => {
|
|||||||
it.each(["account-1", "all"])(
|
it.each(["account-1", "all"])(
|
||||||
"applies dates only on submit, restores URL dates, and resets from empty results for %s",
|
"applies dates only on submit, restores URL dates, and resets from empty results for %s",
|
||||||
async (accountId) => {
|
async (accountId) => {
|
||||||
|
// Pin "today" mid-month so "today + 10 days" stays in the calendar's
|
||||||
|
// visible month regardless of the real date.
|
||||||
|
vi.useFakeTimers({ toFake: ["Date"] });
|
||||||
|
vi.setSystemTime(new Date("2026-10-15T12:00:00+03:00"));
|
||||||
const [defaultFrom, defaultTo] = defaultPeriod();
|
const [defaultFrom, defaultTo] = defaultPeriod();
|
||||||
const searches: string[] = [];
|
const searches: string[] = [];
|
||||||
server.use(
|
server.use(
|
||||||
|
|||||||
@@ -237,4 +237,79 @@ describe("AccountEventsPage", () => {
|
|||||||
screen.queryByText("За выбранный период событий не найдено"),
|
screen.queryByText("За выбранный период событий не найдено"),
|
||||||
).not.toBeInTheDocument();
|
).not.toBeInTheDocument();
|
||||||
});
|
});
|
||||||
|
|
||||||
|
it("groups same-day instrument events only in all-account mode", () => {
|
||||||
|
const events = [
|
||||||
|
{
|
||||||
|
account: { id: "broker", name: "Брокерский" },
|
||||||
|
date: "2026-08-20",
|
||||||
|
dateKind: "event",
|
||||||
|
displayName: "ОФЗ 26238",
|
||||||
|
figi: "FIGI",
|
||||||
|
instrumentUid: "UID",
|
||||||
|
isin: "RU000A0JX0J2",
|
||||||
|
logoName: null,
|
||||||
|
projectedAmount: { currency: "RUB", value: "200" },
|
||||||
|
ticker: "OFZ",
|
||||||
|
type: "coupon",
|
||||||
|
},
|
||||||
|
{
|
||||||
|
account: { id: "iis", name: "ИИС" },
|
||||||
|
date: "2026-08-20",
|
||||||
|
dateKind: "event",
|
||||||
|
displayName: "ОФЗ 26238",
|
||||||
|
figi: "FIGI",
|
||||||
|
instrumentUid: "UID",
|
||||||
|
isin: "RU000A0JX0J2",
|
||||||
|
logoName: null,
|
||||||
|
projectedAmount: { currency: "RUB", value: "100" },
|
||||||
|
ticker: "OFZ",
|
||||||
|
type: "coupon",
|
||||||
|
},
|
||||||
|
] as const;
|
||||||
|
|
||||||
|
query.mockReturnValue({
|
||||||
|
data: {
|
||||||
|
accountId: "all",
|
||||||
|
calculatedAt: "2026-08-14T00:00:00Z",
|
||||||
|
events: [...events],
|
||||||
|
},
|
||||||
|
isError: false,
|
||||||
|
isLoading: false,
|
||||||
|
meta: {
|
||||||
|
availability: "available",
|
||||||
|
completeness: "complete",
|
||||||
|
lastAttempt: {
|
||||||
|
finishedAt: null,
|
||||||
|
problems: [],
|
||||||
|
startedAt: null,
|
||||||
|
state: "none",
|
||||||
|
},
|
||||||
|
},
|
||||||
|
refetch: vi.fn(),
|
||||||
|
} as never);
|
||||||
|
|
||||||
|
render(
|
||||||
|
<MantineProvider>
|
||||||
|
<MemoryRouter initialEntries={["/accounts/all/events"]}>
|
||||||
|
<Routes>
|
||||||
|
<Route
|
||||||
|
element={<AccountEventsPage />}
|
||||||
|
path="/accounts/:accountId/events"
|
||||||
|
/>
|
||||||
|
</Routes>
|
||||||
|
</MemoryRouter>
|
||||||
|
</MantineProvider>,
|
||||||
|
);
|
||||||
|
|
||||||
|
expect(screen.getByText("Купон · ОФЗ 26238")).toBeInTheDocument();
|
||||||
|
expect(screen.getByText("300 ₽")).toBeInTheDocument();
|
||||||
|
|
||||||
|
const accounts = within(screen.getByRole("list", {
|
||||||
|
name: /Купон · ОФЗ 26238, 20\.08\.2026, 300 ₽/,
|
||||||
|
}));
|
||||||
|
|
||||||
|
expect(accounts.getByText("Брокерский")).toBeInTheDocument();
|
||||||
|
expect(accounts.getByText("ИИС")).toBeInTheDocument();
|
||||||
|
});
|
||||||
});
|
});
|
||||||
|
|||||||
@@ -18,6 +18,7 @@ import {
|
|||||||
|
|
||||||
type AccountEventsPageViewModel
|
type AccountEventsPageViewModel
|
||||||
= | {
|
= | {
|
||||||
|
allAccounts: boolean;
|
||||||
canApply: boolean;
|
canApply: boolean;
|
||||||
draftPeriod: [null | string, null | string];
|
draftPeriod: [null | string, null | string];
|
||||||
events: BrokerageEvent[];
|
events: BrokerageEvent[];
|
||||||
@@ -29,6 +30,7 @@ type AccountEventsPageViewModel
|
|||||||
partial?: boolean;
|
partial?: boolean;
|
||||||
source?: InvestmentResourceMeta;
|
source?: InvestmentResourceMeta;
|
||||||
state: "loaded";
|
state: "loaded";
|
||||||
|
totalVisible: boolean;
|
||||||
}
|
}
|
||||||
| { onReset: () => void; state: "error" }
|
| { onReset: () => void; state: "error" }
|
||||||
| { state: "loading" };
|
| { state: "loading" };
|
||||||
@@ -100,6 +102,7 @@ function useAccountEventsPageViewModel(): AccountEventsPageViewModel {
|
|||||||
: { state: "loading" };
|
: { state: "loading" };
|
||||||
|
|
||||||
return {
|
return {
|
||||||
|
allAccounts: accountId === "all",
|
||||||
canApply:
|
canApply:
|
||||||
(draftFrom !== appliedFrom || draftTo !== appliedTo)
|
(draftFrom !== appliedFrom || draftTo !== appliedTo)
|
||||||
&& isValidPeriod(draftFrom, draftTo),
|
&& isValidPeriod(draftFrom, draftTo),
|
||||||
@@ -121,6 +124,7 @@ function useAccountEventsPageViewModel(): AccountEventsPageViewModel {
|
|||||||
partial: events.meta?.completeness === "incomplete",
|
partial: events.meta?.completeness === "incomplete",
|
||||||
source: events.meta,
|
source: events.meta,
|
||||||
state: "loaded",
|
state: "loaded",
|
||||||
|
totalVisible: events.meta?.completeness === "complete",
|
||||||
};
|
};
|
||||||
}
|
}
|
||||||
|
|
||||||
|
|||||||
+28
-7
@@ -13,8 +13,11 @@ import { useTranslation } from "react-i18next";
|
|||||||
|
|
||||||
import {
|
import {
|
||||||
BrokerageEventCard,
|
BrokerageEventCard,
|
||||||
|
BrokerageEventGroup,
|
||||||
|
brokerageEventGroupKey,
|
||||||
brokerageEventKey,
|
brokerageEventKey,
|
||||||
} from "@/entities/brokerage-event";
|
} from "@/entities/brokerage-event";
|
||||||
|
import { groupItems } from "@/shared/lib";
|
||||||
import { SourceSyncStatus } from "@/shared/ui";
|
import { SourceSyncStatus } from "@/shared/ui";
|
||||||
|
|
||||||
import type { AccountEventsPageViewModel } from "../AccountEventsPage.vm";
|
import type { AccountEventsPageViewModel } from "../AccountEventsPage.vm";
|
||||||
@@ -30,14 +33,32 @@ const AccountEventsPageLoadedEvents: FC<AccountEventsPageLoadedProps> = (
|
|||||||
props,
|
props,
|
||||||
) => {
|
) => {
|
||||||
if (props.events.length > 0) {
|
if (props.events.length > 0) {
|
||||||
|
const entries = groupItems(
|
||||||
|
props.events,
|
||||||
|
props.allAccounts ? brokerageEventGroupKey : () => null,
|
||||||
|
);
|
||||||
|
|
||||||
return (
|
return (
|
||||||
<Stack gap="sm">
|
<Stack
|
||||||
{props.events.map(event => (
|
component="ul"
|
||||||
<BrokerageEventCard
|
gap="sm"
|
||||||
event={event}
|
m={0}
|
||||||
key={brokerageEventKey(event)}
|
p={0}
|
||||||
/>
|
style={{ listStyle: "none" }}
|
||||||
))}
|
>
|
||||||
|
{entries.map(entry => entry.type === "group"
|
||||||
|
? (
|
||||||
|
<BrokerageEventGroup
|
||||||
|
events={entry.items}
|
||||||
|
key={entry.key}
|
||||||
|
totalVisible={props.totalVisible}
|
||||||
|
/>
|
||||||
|
)
|
||||||
|
: (
|
||||||
|
<li key={brokerageEventKey(entry.item)}>
|
||||||
|
<BrokerageEventCard event={entry.item} />
|
||||||
|
</li>
|
||||||
|
))}
|
||||||
</Stack>
|
</Stack>
|
||||||
);
|
);
|
||||||
}
|
}
|
||||||
|
|||||||
@@ -100,7 +100,10 @@ function money(currency: string, value: string) {
|
|||||||
return { currency, value };
|
return { currency, value };
|
||||||
}
|
}
|
||||||
|
|
||||||
function renderPage(search = "from=2026-08-01&to=2026-08-27") {
|
function renderPage(
|
||||||
|
search = "from=2026-08-01&to=2026-08-27",
|
||||||
|
accountId = "account-1",
|
||||||
|
) {
|
||||||
configureAuthClient({
|
configureAuthClient({
|
||||||
accessToken: () => "token",
|
accessToken: () => "token",
|
||||||
clear: vi.fn(),
|
clear: vi.fn(),
|
||||||
@@ -113,7 +116,7 @@ function renderPage(search = "from=2026-08-01&to=2026-08-27") {
|
|||||||
<DatesProvider settings={{ locale: "ru" }}>
|
<DatesProvider settings={{ locale: "ru" }}>
|
||||||
<QueryClientProvider client={queryClient}>
|
<QueryClientProvider client={queryClient}>
|
||||||
<MemoryRouter
|
<MemoryRouter
|
||||||
initialEntries={[`/accounts/account-1/income?${search}`]}
|
initialEntries={[`/accounts/${accountId}/income?${search}`]}
|
||||||
>
|
>
|
||||||
<LocationProbe />
|
<LocationProbe />
|
||||||
|
|
||||||
@@ -680,4 +683,110 @@ describe("income period and snapshot boundary", () => {
|
|||||||
expect(screen.queryByText(/Итого:|Выплат:/)).not.toBeInTheDocument();
|
expect(screen.queryByText(/Итого:|Выплат:/)).not.toBeInTheDocument();
|
||||||
expect(screen.queryByRole("button")).not.toBeInTheDocument();
|
expect(screen.queryByRole("button")).not.toBeInTheDocument();
|
||||||
});
|
});
|
||||||
|
|
||||||
|
it("groups all-account payouts by instrument with an exact total", async () => {
|
||||||
|
server.use(
|
||||||
|
http.get(
|
||||||
|
"*/api/v1/brokerage-accounts/:accountId/income-analytics",
|
||||||
|
() => HttpResponse.json(resource({
|
||||||
|
...analytics,
|
||||||
|
accountId: "all",
|
||||||
|
entries: [
|
||||||
|
{
|
||||||
|
...entry(),
|
||||||
|
account: { id: "broker", name: "Брокерский" },
|
||||||
|
payment: money("RUB", "10"),
|
||||||
|
},
|
||||||
|
{
|
||||||
|
...entry(),
|
||||||
|
account: { id: "iis", name: "ИИС" },
|
||||||
|
id: "coupon-2",
|
||||||
|
payment: money("RUB", "20"),
|
||||||
|
},
|
||||||
|
],
|
||||||
|
})),
|
||||||
|
),
|
||||||
|
);
|
||||||
|
renderPage(undefined, "all");
|
||||||
|
|
||||||
|
expect(await screen.findByText("Купон · BOND")).toBeInTheDocument();
|
||||||
|
expect(screen.getByText("+30 ₽")).toBeInTheDocument();
|
||||||
|
|
||||||
|
const accounts = within(screen.getByRole("list", {
|
||||||
|
name: /Купон · BOND, Исполнено/,
|
||||||
|
}));
|
||||||
|
|
||||||
|
expect(accounts.getByText("Брокерский")).toBeInTheDocument();
|
||||||
|
expect(accounts.getByText("ИИС")).toBeInTheDocument();
|
||||||
|
expect(accounts.queryByRole("link")).not.toBeInTheDocument();
|
||||||
|
});
|
||||||
|
|
||||||
|
it("keeps repeated payout ids inside one group as separate cards", async () => {
|
||||||
|
server.use(
|
||||||
|
http.get(
|
||||||
|
"*/api/v1/brokerage-accounts/:accountId/income-analytics",
|
||||||
|
() => HttpResponse.json(resource({
|
||||||
|
...analytics,
|
||||||
|
accountId: "all",
|
||||||
|
entries: [
|
||||||
|
{
|
||||||
|
...entry(),
|
||||||
|
account: { id: "broker", name: "Брокерский" },
|
||||||
|
payment: money("RUB", "10"),
|
||||||
|
},
|
||||||
|
{
|
||||||
|
...entry(),
|
||||||
|
account: { id: "iis", name: "ИИС" },
|
||||||
|
payment: money("RUB", "20"),
|
||||||
|
},
|
||||||
|
],
|
||||||
|
})),
|
||||||
|
),
|
||||||
|
);
|
||||||
|
renderPage(undefined, "all");
|
||||||
|
|
||||||
|
expect(await screen.findByText("+30 ₽")).toBeInTheDocument();
|
||||||
|
|
||||||
|
const accounts = within(screen.getByRole("list", {
|
||||||
|
name: /Купон · BOND/,
|
||||||
|
}));
|
||||||
|
|
||||||
|
expect(accounts.getAllByRole("listitem")).toHaveLength(2);
|
||||||
|
});
|
||||||
|
|
||||||
|
it("shows the group total after completeness changes to complete", async () => {
|
||||||
|
let completeness: "complete" | "incomplete" = "incomplete";
|
||||||
|
|
||||||
|
const entries = [
|
||||||
|
{
|
||||||
|
...entry(),
|
||||||
|
account: { id: "broker", name: "Брокерский" },
|
||||||
|
payment: money("RUB", "10"),
|
||||||
|
},
|
||||||
|
{
|
||||||
|
...entry(),
|
||||||
|
account: { id: "iis", name: "ИИС" },
|
||||||
|
id: "coupon-2",
|
||||||
|
payment: money("RUB", "20"),
|
||||||
|
},
|
||||||
|
];
|
||||||
|
|
||||||
|
server.use(
|
||||||
|
http.get(
|
||||||
|
"*/api/v1/brokerage-accounts/:accountId/income-analytics",
|
||||||
|
() => HttpResponse.json(
|
||||||
|
resource({ ...analytics, accountId: "all", entries }, { completeness }),
|
||||||
|
),
|
||||||
|
),
|
||||||
|
);
|
||||||
|
const view = renderPage(undefined, "all");
|
||||||
|
|
||||||
|
await screen.findByText("Купон · BOND");
|
||||||
|
expect(screen.queryByText("+30 ₽")).not.toBeInTheDocument();
|
||||||
|
view.unmount();
|
||||||
|
|
||||||
|
completeness = "complete";
|
||||||
|
renderPage(undefined, "all");
|
||||||
|
expect(await screen.findByText("+30 ₽")).toBeInTheDocument();
|
||||||
|
});
|
||||||
});
|
});
|
||||||
|
|||||||
@@ -31,6 +31,7 @@ type AccountIncomePageViewModel
|
|||||||
onSubmit: (values: IncomeForm) => void;
|
onSubmit: (values: IncomeForm) => void;
|
||||||
partial?: boolean;
|
partial?: boolean;
|
||||||
state: "loaded";
|
state: "loaded";
|
||||||
|
totalVisible: boolean;
|
||||||
}
|
}
|
||||||
| {
|
| {
|
||||||
period: IncomePeriod;
|
period: IncomePeriod;
|
||||||
@@ -116,6 +117,7 @@ const useAccountIncomePageViewModel = (): AccountIncomePageViewModel => {
|
|||||||
onSubmit,
|
onSubmit,
|
||||||
partial: analytics.meta?.completeness === "incomplete",
|
partial: analytics.meta?.completeness === "incomplete",
|
||||||
state: "loaded",
|
state: "loaded",
|
||||||
|
totalVisible: analytics.meta?.completeness === "complete",
|
||||||
};
|
};
|
||||||
};
|
};
|
||||||
|
|
||||||
|
|||||||
+5
-1
@@ -53,7 +53,11 @@ const AccountIncomePageLoaded: FC<LoadedProps> = (props) => {
|
|||||||
|
|
||||||
<Alert color="blue">{t("income.taxBoundary")}</Alert>
|
<Alert color="blue">{t("income.taxBoundary")}</Alert>
|
||||||
|
|
||||||
<IncomePayments entries={display.entries} />
|
<IncomePayments
|
||||||
|
allAccounts={props.analytics.accountId === "all"}
|
||||||
|
entries={display.entries}
|
||||||
|
totalVisible={props.totalVisible}
|
||||||
|
/>
|
||||||
</Stack>
|
</Stack>
|
||||||
);
|
);
|
||||||
};
|
};
|
||||||
|
|||||||
@@ -3,13 +3,22 @@ import type { FC } from "react";
|
|||||||
import { Stack, Title } from "@mantine/core";
|
import { Stack, Title } from "@mantine/core";
|
||||||
import { useTranslation } from "react-i18next";
|
import { useTranslation } from "react-i18next";
|
||||||
|
|
||||||
import { LedgerEntryRow } from "@/entities/broker-operation";
|
import {
|
||||||
|
brokerageOperationGroupKey,
|
||||||
|
LedgerEntryRow,
|
||||||
|
OperationGroup,
|
||||||
|
} from "@/entities/broker-operation";
|
||||||
|
import { groupItems } from "@/shared/lib";
|
||||||
|
|
||||||
import type { IncomeDisplayModel } from "../../../model/display";
|
import type { IncomeDisplayModel } from "../../../model/display";
|
||||||
|
|
||||||
import classes from "../AccountIncomePage.module.css";
|
import classes from "../AccountIncomePage.module.css";
|
||||||
|
|
||||||
type IncomePaymentsProps = { entries: IncomeDisplayModel["entries"] };
|
type IncomePaymentsProps = {
|
||||||
|
allAccounts?: boolean;
|
||||||
|
entries: IncomeDisplayModel["entries"];
|
||||||
|
totalVisible?: boolean;
|
||||||
|
};
|
||||||
|
|
||||||
const IncomePayments: FC<IncomePaymentsProps> = (props) => {
|
const IncomePayments: FC<IncomePaymentsProps> = (props) => {
|
||||||
const { t } = useTranslation();
|
const { t } = useTranslation();
|
||||||
@@ -19,11 +28,24 @@ const IncomePayments: FC<IncomePaymentsProps> = (props) => {
|
|||||||
<Title order={2}>{t("income.payments")}</Title>
|
<Title order={2}>{t("income.payments")}</Title>
|
||||||
|
|
||||||
<Stack className={classes.entries} component="ul" gap="sm">
|
<Stack className={classes.entries} component="ul" gap="sm">
|
||||||
{props.entries.map(({ key, operation }) => (
|
{groupItems(
|
||||||
<li key={key}>
|
props.entries,
|
||||||
<LedgerEntryRow operation={operation} wrap />
|
entry => props.allAccounts
|
||||||
</li>
|
? brokerageOperationGroupKey(entry.operation)
|
||||||
))}
|
: null,
|
||||||
|
).map(entry => entry.type === "group"
|
||||||
|
? (
|
||||||
|
<OperationGroup
|
||||||
|
entries={entry.items}
|
||||||
|
key={entry.key}
|
||||||
|
totalVisible={props.totalVisible === true}
|
||||||
|
/>
|
||||||
|
)
|
||||||
|
: (
|
||||||
|
<li key={entry.item.key}>
|
||||||
|
<LedgerEntryRow operation={entry.item.operation} wrap />
|
||||||
|
</li>
|
||||||
|
))}
|
||||||
</Stack>
|
</Stack>
|
||||||
</Stack>
|
</Stack>
|
||||||
);
|
);
|
||||||
|
|||||||
+140
-3
@@ -2,7 +2,7 @@ import type { FC } from "react";
|
|||||||
|
|
||||||
import { MantineProvider } from "@mantine/core";
|
import { MantineProvider } from "@mantine/core";
|
||||||
import { QueryClientProvider } from "@tanstack/react-query";
|
import { QueryClientProvider } from "@tanstack/react-query";
|
||||||
import { fireEvent, render, screen, waitFor } from "@testing-library/react";
|
import { fireEvent, render, screen, waitFor, within } from "@testing-library/react";
|
||||||
import { http, HttpResponse } from "msw";
|
import { http, HttpResponse } from "msw";
|
||||||
import {
|
import {
|
||||||
MemoryRouter,
|
MemoryRouter,
|
||||||
@@ -44,6 +44,25 @@ const operation: BrokerageOperation
|
|||||||
type: "OPERATION_TYPE_BUY",
|
type: "OPERATION_TYPE_BUY",
|
||||||
};
|
};
|
||||||
|
|
||||||
|
function coupon(
|
||||||
|
id: string,
|
||||||
|
accountId: string,
|
||||||
|
accountName: string,
|
||||||
|
value: string,
|
||||||
|
): BrokerageOperation {
|
||||||
|
return {
|
||||||
|
...operation,
|
||||||
|
account: { id: accountId, name: accountName },
|
||||||
|
category: "income",
|
||||||
|
description: "Купон",
|
||||||
|
id,
|
||||||
|
instrumentUid: "UID",
|
||||||
|
payment: { currency: "RUB", value },
|
||||||
|
ticker: "BOND",
|
||||||
|
type: "OPERATION_TYPE_COUPON",
|
||||||
|
};
|
||||||
|
}
|
||||||
|
|
||||||
const Navigation: FC = () => {
|
const Navigation: FC = () => {
|
||||||
const location = useLocation();
|
const location = useLocation();
|
||||||
const navigate = useNavigate();
|
const navigate = useNavigate();
|
||||||
@@ -71,12 +90,12 @@ function configureTestAuth() {
|
|||||||
});
|
});
|
||||||
}
|
}
|
||||||
|
|
||||||
function renderPage(search = "") {
|
function renderPage(search = "", accountId = "account-1") {
|
||||||
return render(
|
return render(
|
||||||
<QueryClientProvider client={createTestQueryClient()}>
|
<QueryClientProvider client={createTestQueryClient()}>
|
||||||
<MantineProvider>
|
<MantineProvider>
|
||||||
<MemoryRouter
|
<MemoryRouter
|
||||||
initialEntries={[`/accounts/account-1/operations${search}`]}
|
initialEntries={[`/accounts/${accountId}/operations${search}`]}
|
||||||
>
|
>
|
||||||
<Routes>
|
<Routes>
|
||||||
<Route
|
<Route
|
||||||
@@ -217,6 +236,27 @@ describe("LedgerEntryRow", () => {
|
|||||||
});
|
});
|
||||||
});
|
});
|
||||||
|
|
||||||
|
const historyStateResource = (historyState: "loading" | "partial") =>
|
||||||
|
HttpResponse.json(
|
||||||
|
resource(
|
||||||
|
{
|
||||||
|
hasNext: false,
|
||||||
|
items: [operation],
|
||||||
|
nextCursor: null,
|
||||||
|
},
|
||||||
|
{
|
||||||
|
coverage: {
|
||||||
|
asOf: null,
|
||||||
|
completeRanges: [],
|
||||||
|
historyBoundary: "unknown",
|
||||||
|
historyState,
|
||||||
|
missingRanges: [],
|
||||||
|
requested: [],
|
||||||
|
},
|
||||||
|
},
|
||||||
|
),
|
||||||
|
);
|
||||||
|
|
||||||
describe("AccountOperationsPage", () => {
|
describe("AccountOperationsPage", () => {
|
||||||
it.each(["account-1", "all"])(
|
it.each(["account-1", "all"])(
|
||||||
"normalizes invalid periods and history, preserves one-sided UTC dates and resets cursors for %s",
|
"normalizes invalid periods and history, preserves one-sided UTC dates and resets cursors for %s",
|
||||||
@@ -478,6 +518,33 @@ describe("AccountOperationsPage", () => {
|
|||||||
expect(screen.getByRole("button", { name: "Применить" })).toBeDisabled();
|
expect(screen.getByRole("button", { name: "Применить" })).toBeDisabled();
|
||||||
});
|
});
|
||||||
|
|
||||||
|
it("does not show the history loading alert when coverage is partial", async () => {
|
||||||
|
configureTestAuth();
|
||||||
|
server.use(
|
||||||
|
http.get(
|
||||||
|
"*/api/v1/brokerage-accounts/:accountId/operations",
|
||||||
|
() => historyStateResource("partial"),
|
||||||
|
),
|
||||||
|
);
|
||||||
|
renderPage();
|
||||||
|
await screen.findByText("Покупка акций");
|
||||||
|
expect(screen.queryByText("История догружается")).not.toBeInTheDocument();
|
||||||
|
});
|
||||||
|
|
||||||
|
it("shows the history loading alert while historyState is loading", async () => {
|
||||||
|
configureTestAuth();
|
||||||
|
server.use(
|
||||||
|
http.get(
|
||||||
|
"*/api/v1/brokerage-accounts/:accountId/operations",
|
||||||
|
() => historyStateResource("loading"),
|
||||||
|
),
|
||||||
|
);
|
||||||
|
renderPage();
|
||||||
|
expect(
|
||||||
|
await screen.findByText("История догружается"),
|
||||||
|
).toBeInTheDocument();
|
||||||
|
});
|
||||||
|
|
||||||
it("renders an error state", async () => {
|
it("renders an error state", async () => {
|
||||||
configureTestAuth();
|
configureTestAuth();
|
||||||
server.use(
|
server.use(
|
||||||
@@ -602,3 +669,73 @@ it("recovers an invalid cursor at the first page without clearing applied filter
|
|||||||
for (const key of ["from", "to", "categories"])
|
for (const key of ["from", "to", "categories"])
|
||||||
expect(searches[2].get(key)).toBe(searches[0].get(key));
|
expect(searches[2].get(key)).toBe(searches[0].get(key));
|
||||||
});
|
});
|
||||||
|
|
||||||
|
describe("all-account operation groups", () => {
|
||||||
|
it("groups only the current page and rebuilds the group at its boundary", async () => {
|
||||||
|
configureTestAuth();
|
||||||
|
server.use(
|
||||||
|
http.get(
|
||||||
|
"*/api/v1/brokerage-accounts/:accountId/operations",
|
||||||
|
({ request }) => {
|
||||||
|
const cursor = new URL(request.url).searchParams.get("cursor");
|
||||||
|
|
||||||
|
const items = cursor
|
||||||
|
? [
|
||||||
|
coupon("X2", "iis", "ИИС", "150"),
|
||||||
|
coupon("X3", "broker", "Брокерский", "50"),
|
||||||
|
operation,
|
||||||
|
]
|
||||||
|
: [coupon("X1", "broker", "Брокерский", "100")];
|
||||||
|
|
||||||
|
return HttpResponse.json(resource({
|
||||||
|
accountId: "all",
|
||||||
|
hasNext: !cursor,
|
||||||
|
items,
|
||||||
|
nextCursor: cursor ? null : "page-2",
|
||||||
|
}));
|
||||||
|
},
|
||||||
|
),
|
||||||
|
);
|
||||||
|
renderPage("", "all");
|
||||||
|
|
||||||
|
await screen.findAllByText("Купон");
|
||||||
|
expect(screen.queryByRole("list", { name: "Разбивка по счетам" }))
|
||||||
|
.not.toBeInTheDocument();
|
||||||
|
fireEvent.click(screen.getByRole("button", { name: "Далее" }));
|
||||||
|
|
||||||
|
const accounts = await screen.findByRole("list", {
|
||||||
|
name: /Купон · BOND, Исполнено/,
|
||||||
|
});
|
||||||
|
|
||||||
|
expect(screen.getByText("Купон · BOND")).toBeInTheDocument();
|
||||||
|
expect(screen.getByText("+200 ₽")).toBeInTheDocument();
|
||||||
|
expect(within(accounts).getAllByRole("listitem")).toHaveLength(2);
|
||||||
|
|
||||||
|
fireEvent.click(screen.getByRole("button", { name: "Назад" }));
|
||||||
|
await screen.findAllByText("Купон");
|
||||||
|
expect(screen.queryByRole("list", { name: "Разбивка по счетам" }))
|
||||||
|
.not.toBeInTheDocument();
|
||||||
|
});
|
||||||
|
|
||||||
|
it("leaves repeated operations ungrouped for one account", async () => {
|
||||||
|
configureTestAuth();
|
||||||
|
server.use(
|
||||||
|
http.get("*/api/v1/brokerage-accounts/:accountId/operations", () =>
|
||||||
|
HttpResponse.json(resource({
|
||||||
|
accountId: "account-1",
|
||||||
|
hasNext: false,
|
||||||
|
items: [
|
||||||
|
coupon("X1", "account-1", "Брокерский", "100"),
|
||||||
|
coupon("X2", "account-1", "Брокерский", "150"),
|
||||||
|
],
|
||||||
|
nextCursor: null,
|
||||||
|
})),
|
||||||
|
),
|
||||||
|
);
|
||||||
|
renderPage();
|
||||||
|
|
||||||
|
await screen.findAllByText("Купон");
|
||||||
|
expect(screen.queryByRole("list", { name: /Разбивка|Исполнено/ }))
|
||||||
|
.not.toBeInTheDocument();
|
||||||
|
});
|
||||||
|
});
|
||||||
|
|||||||
@@ -25,6 +25,7 @@ const operationCategorySet = new Set<string>(operationCategories);
|
|||||||
|
|
||||||
type AccountOperationsPageViewModel
|
type AccountOperationsPageViewModel
|
||||||
= | {
|
= | {
|
||||||
|
allAccounts: boolean;
|
||||||
canApply: boolean;
|
canApply: boolean;
|
||||||
draftCategories: OperationCategory[];
|
draftCategories: OperationCategory[];
|
||||||
draftPeriod: [null | string, null | string];
|
draftPeriod: [null | string, null | string];
|
||||||
@@ -43,6 +44,7 @@ type AccountOperationsPageViewModel
|
|||||||
partial?: boolean;
|
partial?: boolean;
|
||||||
source?: InvestmentResourceMeta;
|
source?: InvestmentResourceMeta;
|
||||||
state: "loaded";
|
state: "loaded";
|
||||||
|
totalVisible: boolean;
|
||||||
}
|
}
|
||||||
| { onReset: () => void; state: "error" }
|
| { onReset: () => void; state: "error" }
|
||||||
| { state: "loading" };
|
| { state: "loading" };
|
||||||
@@ -147,14 +149,13 @@ const useAccountOperationsPageVm = (): AccountOperationsPageViewModel => {
|
|||||||
|| !isSameCategories(draftCategories, appliedCategories);
|
|| !isSameCategories(draftCategories, appliedCategories);
|
||||||
|
|
||||||
return {
|
return {
|
||||||
|
allAccounts: accountId === "all",
|
||||||
canApply: isDirty && isValidPeriod(draftFrom, draftTo),
|
canApply: isDirty && isValidPeriod(draftFrom, draftTo),
|
||||||
draftCategories,
|
draftCategories,
|
||||||
draftPeriod,
|
draftPeriod,
|
||||||
hasNext: Boolean(nextCursor && operations.data.hasNext),
|
hasNext: Boolean(nextCursor && operations.data.hasNext),
|
||||||
hasPrevious: history.hasPrevious,
|
hasPrevious: history.hasPrevious,
|
||||||
historyLoading:
|
historyLoading: operations.meta?.coverage?.historyState === "loading",
|
||||||
operations.meta?.coverage?.historyState === "loading"
|
|
||||||
|| operations.meta?.coverage?.historyState === "partial",
|
|
||||||
items: operations.data.items,
|
items: operations.data.items,
|
||||||
maxDate,
|
maxDate,
|
||||||
onApply: () => {
|
onApply: () => {
|
||||||
@@ -183,6 +184,7 @@ const useAccountOperationsPageVm = (): AccountOperationsPageViewModel => {
|
|||||||
partial: operations.meta?.completeness === "incomplete",
|
partial: operations.meta?.completeness === "incomplete",
|
||||||
source: operations.meta,
|
source: operations.meta,
|
||||||
state: "loaded",
|
state: "loaded",
|
||||||
|
totalVisible: operations.meta?.completeness === "complete",
|
||||||
};
|
};
|
||||||
};
|
};
|
||||||
|
|
||||||
|
|||||||
+42
-9
@@ -12,7 +12,13 @@ import { DatePickerInput } from "@mantine/dates";
|
|||||||
import { StateView } from "@wealthledger/ui";
|
import { StateView } from "@wealthledger/ui";
|
||||||
import { useTranslation } from "react-i18next";
|
import { useTranslation } from "react-i18next";
|
||||||
|
|
||||||
import { LedgerEntryRow, operationCategories } from "@/entities/broker-operation";
|
import {
|
||||||
|
brokerageOperationGroupKey,
|
||||||
|
LedgerEntryRow,
|
||||||
|
operationCategories,
|
||||||
|
OperationGroup,
|
||||||
|
} from "@/entities/broker-operation";
|
||||||
|
import { groupItems } from "@/shared/lib";
|
||||||
import { SourceSyncStatus } from "@/shared/ui";
|
import { SourceSyncStatus } from "@/shared/ui";
|
||||||
|
|
||||||
import type { AccountOperationsPageViewModel } from "../AccountOperationsPage.vm";
|
import type { AccountOperationsPageViewModel } from "../AccountOperationsPage.vm";
|
||||||
@@ -24,22 +30,49 @@ type AccountOperationsPageLoadedProps = Extract<
|
|||||||
|
|
||||||
const AccountOperationsPageLoadedOperations: FC<
|
const AccountOperationsPageLoadedOperations: FC<
|
||||||
AccountOperationsPageLoadedProps
|
AccountOperationsPageLoadedProps
|
||||||
> = (props) => { // eslint-disable-line sonarjs/function-return-type -- React renders elements and lists.
|
> = (props) => {
|
||||||
const { t } = useTranslation();
|
const { t } = useTranslation();
|
||||||
|
|
||||||
const { items } = props;
|
const { items } = props;
|
||||||
|
|
||||||
if (items.length > 0) {
|
if (items.length > 0) {
|
||||||
return items.map(operation => (
|
const entries = groupItems(
|
||||||
<LedgerEntryRow
|
items.map(operation => ({
|
||||||
key={JSON.stringify([
|
key: JSON.stringify([
|
||||||
operation.account?.id,
|
operation.account?.id,
|
||||||
operation.id,
|
operation.id,
|
||||||
operation.logoName,
|
operation.logoName,
|
||||||
])}
|
]),
|
||||||
operation={operation}
|
operation,
|
||||||
/>
|
})),
|
||||||
));
|
entry => props.allAccounts
|
||||||
|
? brokerageOperationGroupKey(entry.operation)
|
||||||
|
: null,
|
||||||
|
);
|
||||||
|
|
||||||
|
return (
|
||||||
|
<Stack
|
||||||
|
component="ul"
|
||||||
|
gap="lg"
|
||||||
|
m={0}
|
||||||
|
p={0}
|
||||||
|
style={{ listStyle: "none" }}
|
||||||
|
>
|
||||||
|
{entries.map(entry => entry.type === "group"
|
||||||
|
? (
|
||||||
|
<OperationGroup
|
||||||
|
entries={entry.items}
|
||||||
|
key={entry.key}
|
||||||
|
totalVisible={props.totalVisible}
|
||||||
|
/>
|
||||||
|
)
|
||||||
|
: (
|
||||||
|
<li key={entry.item.key}>
|
||||||
|
<LedgerEntryRow operation={entry.item.operation} />
|
||||||
|
</li>
|
||||||
|
))}
|
||||||
|
</Stack>
|
||||||
|
);
|
||||||
}
|
}
|
||||||
|
|
||||||
if (props.partial) {
|
if (props.partial) {
|
||||||
|
|||||||
@@ -0,0 +1,175 @@
|
|||||||
|
import { describe, expect, it } from "vitest";
|
||||||
|
|
||||||
|
import type { Portfolio } from "@/entities/portfolio";
|
||||||
|
|
||||||
|
import { toConcentration } from "./concentration";
|
||||||
|
import { portfolio, position } from "./positions.fixtures";
|
||||||
|
|
||||||
|
function snapshot(positions: Portfolio["positions"]): Portfolio {
|
||||||
|
return { ...portfolio, positions };
|
||||||
|
}
|
||||||
|
|
||||||
|
function stock(
|
||||||
|
name: string,
|
||||||
|
value: null | string,
|
||||||
|
currency = "RUB",
|
||||||
|
overrides: Partial<Portfolio["positions"][number]> = {},
|
||||||
|
): Portfolio["positions"][number] {
|
||||||
|
return {
|
||||||
|
...position,
|
||||||
|
currentValue: value === null ? null : { currency, value },
|
||||||
|
displayName: name,
|
||||||
|
...overrides,
|
||||||
|
};
|
||||||
|
}
|
||||||
|
|
||||||
|
const labels = {
|
||||||
|
missingIssuer: "Эмитент не указан",
|
||||||
|
missingSector: "Сектор не указан",
|
||||||
|
other: "Прочее",
|
||||||
|
sector: (code: string) => code,
|
||||||
|
};
|
||||||
|
|
||||||
|
describe("account concentration", () => {
|
||||||
|
it("uses exact positive values and excludes cash, negatives and nulls", () => {
|
||||||
|
const model = toConcentration(snapshot([
|
||||||
|
stock("A", "1"), stock("B", "15"),
|
||||||
|
stock("C", "0"), stock("D", "-50"), stock("E", null),
|
||||||
|
stock("F", null, "USD"), stock("G", "-3", "USD"),
|
||||||
|
]), "stocks", "RUB", labels);
|
||||||
|
|
||||||
|
expect(model.currencies).toEqual(["RUB", "USD"]);
|
||||||
|
expect(model.total).toBe("16");
|
||||||
|
expect(model.items.map(item => item.share)).toEqual(["93,8 %", "6,3 %"]);
|
||||||
|
expect(model.unaccounted).toBe(3);
|
||||||
|
const negative = snapshot([stock("A", "-3", "USD")]);
|
||||||
|
expect(toConcentration(negative, "stocks", "USD", labels))
|
||||||
|
.toMatchObject({ empty: true, unaccounted: 1 });
|
||||||
|
});
|
||||||
|
|
||||||
|
it("ranks seven positions with exact other and top-five totals", () => {
|
||||||
|
const model = toConcentration(snapshot([
|
||||||
|
stock("A", "400"), stock("B", "250"), stock("C", "150"),
|
||||||
|
stock("D", "100"), stock("E", "50"), stock("F", "30"),
|
||||||
|
stock("G", "20"),
|
||||||
|
]), "stocks", "RUB", labels);
|
||||||
|
|
||||||
|
expect(model.items.map(item => item.amount)).toEqual([
|
||||||
|
"400", "250", "150", "100", "50",
|
||||||
|
]);
|
||||||
|
expect(model.other).toMatchObject({
|
||||||
|
amount: "50", count: 2, share: "5 %",
|
||||||
|
});
|
||||||
|
expect(model.top5Share).toBe("95 %");
|
||||||
|
expect(model.other?.entries.map(item => item.share)).toEqual([
|
||||||
|
"3 %", "2 %",
|
||||||
|
]);
|
||||||
|
});
|
||||||
|
|
||||||
|
it("keeps sixth row, tiny share and stable alphabetical ties", () => {
|
||||||
|
const model = toConcentration(snapshot([
|
||||||
|
stock("Сбер", "100"), stock("X5", "100"),
|
||||||
|
stock("VK", "100"), stock("D", "100"),
|
||||||
|
stock("E", "100"), stock("F", "100"),
|
||||||
|
]), "stocks", "RUB", labels);
|
||||||
|
|
||||||
|
expect(model.items).toHaveLength(6);
|
||||||
|
expect(model.other).toBeNull();
|
||||||
|
expect(model.items.slice(0, 2).map(item => item.name)).toEqual([
|
||||||
|
"D", "E",
|
||||||
|
]);
|
||||||
|
|
||||||
|
const tiny = snapshot([
|
||||||
|
stock("Large", "100000000"), stock("Small", "1"),
|
||||||
|
]);
|
||||||
|
|
||||||
|
expect(toConcentration(tiny, "stocks", "RUB", labels).items[1]?.share)
|
||||||
|
.toBe("< 0,1 %");
|
||||||
|
});
|
||||||
|
|
||||||
|
it("groups sectors and issuers by codes, not labels", () => {
|
||||||
|
const positions = [
|
||||||
|
stock("A", "300", "RUB", {
|
||||||
|
issuer: { id: "one", name: "Сбербанк" }, sector: "energy",
|
||||||
|
}),
|
||||||
|
stock("B", "200", "RUB", {
|
||||||
|
issuer: { id: "one", name: "Сбер" }, sector: "energy",
|
||||||
|
type: "BOND",
|
||||||
|
}),
|
||||||
|
stock("C", "100", "RUB", {
|
||||||
|
issuer: { id: "two", name: "Сбер" }, sector: "financial",
|
||||||
|
type: "FUND",
|
||||||
|
}),
|
||||||
|
stock("D", "50", "RUB", { issuer: null, sector: null }),
|
||||||
|
];
|
||||||
|
|
||||||
|
expect(toConcentration(snapshot(positions), "sectors", "RUB", labels)
|
||||||
|
.items.map(item => item.amount)).toEqual(["500", "100", "50"]);
|
||||||
|
expect(toConcentration(snapshot(positions), "issuers", "RUB", labels)
|
||||||
|
.items.map(item => [item.name, item.amount])).toEqual([
|
||||||
|
["Сбербанк", "500"], ["", "50"],
|
||||||
|
]);
|
||||||
|
});
|
||||||
|
|
||||||
|
it("orders equal sums by displayed name", () => {
|
||||||
|
const issuers = snapshot([
|
||||||
|
stock("A", "300", "RUB", {
|
||||||
|
issuer: { id: "g", name: "Газпром" }, sector: "energy",
|
||||||
|
}),
|
||||||
|
stock("B", "300", "RUB", {
|
||||||
|
issuer: { id: "s", name: "Сбер" }, sector: "energy",
|
||||||
|
}),
|
||||||
|
stock("C", "200", "RUB", { issuer: null, sector: "energy" }),
|
||||||
|
stock("D", "100", "RUB", { issuer: null, sector: "energy" }),
|
||||||
|
]);
|
||||||
|
|
||||||
|
expect(toConcentration(issuers, "issuers", "RUB", labels)
|
||||||
|
.items.map(item => [item.label, item.amount])).toEqual([
|
||||||
|
["Газпром", "300"], ["Сбер", "300"], ["Эмитент не указан", "300"],
|
||||||
|
]);
|
||||||
|
|
||||||
|
const sectors = snapshot([
|
||||||
|
stock("A", "100", "RUB", { sector: "it" }),
|
||||||
|
stock("B", "100", "RUB", { sector: "energy" }),
|
||||||
|
]);
|
||||||
|
|
||||||
|
const sectorLabels = {
|
||||||
|
...labels,
|
||||||
|
sector: (code: string) => code === "it"
|
||||||
|
? "Информационные технологии"
|
||||||
|
: "Энергетика",
|
||||||
|
};
|
||||||
|
|
||||||
|
expect(toConcentration(sectors, "sectors", "RUB", sectorLabels)
|
||||||
|
.items.map(item => item.label))
|
||||||
|
.toEqual(["Информационные технологии", "Энергетика"]);
|
||||||
|
});
|
||||||
|
|
||||||
|
it("chooses issuer name from the largest position, then alphabetically", () => {
|
||||||
|
const data = snapshot([
|
||||||
|
stock("A", "100", "RUB", {
|
||||||
|
issuer: { id: "brand", name: "Ястреб" },
|
||||||
|
}),
|
||||||
|
stock("B", "300", "RUB", {
|
||||||
|
issuer: { id: "brand", name: "Альфа" },
|
||||||
|
}),
|
||||||
|
stock("C", "400", "RUB", {
|
||||||
|
issuer: { id: "other", name: "Бета" },
|
||||||
|
}),
|
||||||
|
]);
|
||||||
|
|
||||||
|
expect(toConcentration(data, "issuers", "RUB", labels).items
|
||||||
|
.map(item => [item.name, item.label, item.amount])).toEqual([
|
||||||
|
["Альфа", "Альфа", "400"], ["Бета", "Бета", "400"],
|
||||||
|
]);
|
||||||
|
});
|
||||||
|
|
||||||
|
it("uses ISIN before ticker for bonds", () => {
|
||||||
|
const data = snapshot([stock("Облигация", "100", "RUB", {
|
||||||
|
isin: "RU000A0JX0J2", ticker: "BOND", type: "BOND",
|
||||||
|
})]);
|
||||||
|
|
||||||
|
expect(toConcentration(data, "bonds", "RUB", labels)
|
||||||
|
.items[0]?.logo?.subtitle).toBe("RU000A0JX0J2");
|
||||||
|
});
|
||||||
|
});
|
||||||
@@ -0,0 +1,300 @@
|
|||||||
|
import type { Portfolio } from "@/entities/portfolio";
|
||||||
|
|
||||||
|
import {
|
||||||
|
type Decimal,
|
||||||
|
decimalFromString,
|
||||||
|
decimalToString,
|
||||||
|
instrumentLogoUrl,
|
||||||
|
sumDecimals,
|
||||||
|
} from "@/shared/lib";
|
||||||
|
|
||||||
|
type Concentration = {
|
||||||
|
currencies: string[];
|
||||||
|
empty: boolean;
|
||||||
|
items: ConcentrationItem[];
|
||||||
|
other: ConcentrationOther | null;
|
||||||
|
top5Share: null | string;
|
||||||
|
total: null | string;
|
||||||
|
unaccounted: number;
|
||||||
|
};
|
||||||
|
|
||||||
|
type ConcentrationItem = {
|
||||||
|
amount: string;
|
||||||
|
chartValue: number;
|
||||||
|
key: string;
|
||||||
|
label: string;
|
||||||
|
logo: ConcentrationLogo | null;
|
||||||
|
name: string;
|
||||||
|
share: string;
|
||||||
|
unknown: boolean;
|
||||||
|
};
|
||||||
|
|
||||||
|
type ConcentrationLabels = {
|
||||||
|
missingIssuer: string;
|
||||||
|
missingSector: string;
|
||||||
|
other: string;
|
||||||
|
sector: (code: string) => string;
|
||||||
|
};
|
||||||
|
|
||||||
|
type ConcentrationLogo = {
|
||||||
|
src: null | string;
|
||||||
|
subtitle: null | string;
|
||||||
|
};
|
||||||
|
|
||||||
|
type ConcentrationOther = ConcentrationItem & {
|
||||||
|
count: number;
|
||||||
|
entries: ConcentrationItem[];
|
||||||
|
};
|
||||||
|
|
||||||
|
type Group = {
|
||||||
|
best?: { name: string; value: Decimal };
|
||||||
|
first: number;
|
||||||
|
key: string;
|
||||||
|
label: string;
|
||||||
|
logo: ConcentrationLogo | null;
|
||||||
|
name: string;
|
||||||
|
unknown: boolean;
|
||||||
|
values: Decimal[];
|
||||||
|
};
|
||||||
|
|
||||||
|
type Position = Portfolio["positions"][number];
|
||||||
|
|
||||||
|
type Slice = "bonds"
|
||||||
|
| "issuers"
|
||||||
|
| "sectors"
|
||||||
|
| "stocks";
|
||||||
|
|
||||||
|
const eligibleTypes = new Set(["BOND", "FUND", "STOCK"]);
|
||||||
|
const RADIX = 10n;
|
||||||
|
const CHART_PRECISION = 1_000_000n;
|
||||||
|
const SHARE_PRECISION = 1000n;
|
||||||
|
const HALF = 2n;
|
||||||
|
const TOP = 5;
|
||||||
|
const FIRST_OTHER = 7;
|
||||||
|
|
||||||
|
const compareNames = (a: string, b: string) =>
|
||||||
|
a.toLowerCase().localeCompare(b.toLowerCase(), "en", {
|
||||||
|
numeric: false,
|
||||||
|
});
|
||||||
|
|
||||||
|
function addPosition(
|
||||||
|
groups: Map<string, Group>,
|
||||||
|
position: Position,
|
||||||
|
index: number,
|
||||||
|
slice: Slice,
|
||||||
|
labels: ConcentrationLabels,
|
||||||
|
selected: null | string,
|
||||||
|
): number {
|
||||||
|
if (!isIncluded(slice, position.type)) return 0;
|
||||||
|
if (!position.currentValue) return 1;
|
||||||
|
if (position.currentValue.currency !== selected) return 0;
|
||||||
|
const value = decimalFromString(position.currentValue.value);
|
||||||
|
if (value.value < 0n) return 1;
|
||||||
|
if (value.value === 0n) return 0;
|
||||||
|
const identity = groupIdentity(position, slice, index, labels);
|
||||||
|
|
||||||
|
const group = groups.get(identity.key) ?? {
|
||||||
|
...identity, first: index, values: [],
|
||||||
|
};
|
||||||
|
|
||||||
|
group.values.push(value);
|
||||||
|
|
||||||
|
if (slice === "issuers" && !identity.unknown) {
|
||||||
|
const best = group.best;
|
||||||
|
|
||||||
|
if (!best || compareDecimal(value, best.value) > 0
|
||||||
|
|| (compareDecimal(value, best.value) === 0
|
||||||
|
&& compareNames(identity.name, best.name) < 0)) {
|
||||||
|
group.best = { name: identity.name, value };
|
||||||
|
group.name = identity.name;
|
||||||
|
group.label = identity.label;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
groups.set(identity.key, group);
|
||||||
|
|
||||||
|
return 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
function chartValue(part: Decimal, total: Decimal): number {
|
||||||
|
const scale = Math.max(part.scale, total.scale);
|
||||||
|
const numerator = part.value * RADIX ** BigInt(scale - part.scale);
|
||||||
|
const denominator = total.value * RADIX ** BigInt(scale - total.scale);
|
||||||
|
|
||||||
|
return Number(numerator * CHART_PRECISION / denominator)
|
||||||
|
/ Number(CHART_PRECISION);
|
||||||
|
}
|
||||||
|
|
||||||
|
function compareDecimal(a: Decimal, b: Decimal): number {
|
||||||
|
const scale = Math.max(a.scale, b.scale);
|
||||||
|
const left = a.value * RADIX ** BigInt(scale - a.scale);
|
||||||
|
const right = b.value * RADIX ** BigInt(scale - b.scale);
|
||||||
|
|
||||||
|
if (left > right) return 1;
|
||||||
|
|
||||||
|
return left < right ? -1 : 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
function concentrationCurrencies(portfolio: Portfolio): string[] {
|
||||||
|
return [...new Set(portfolio.positions
|
||||||
|
.filter(position => eligibleTypes.has(position.type))
|
||||||
|
.filter(position => position.currentValue
|
||||||
|
&& decimalFromString(position.currentValue.value).value !== 0n)
|
||||||
|
.map(position => position.currentValue?.currency)
|
||||||
|
.filter((value): value is string => !!value))]
|
||||||
|
.toSorted((a, b) => a.localeCompare(b));
|
||||||
|
}
|
||||||
|
|
||||||
|
function groupIdentity(
|
||||||
|
position: Position,
|
||||||
|
slice: Slice,
|
||||||
|
index: number,
|
||||||
|
labels: ConcentrationLabels,
|
||||||
|
) {
|
||||||
|
if (slice === "sectors") {
|
||||||
|
const sector = position.sector;
|
||||||
|
const isUnknown = !sector;
|
||||||
|
|
||||||
|
return {
|
||||||
|
key: sector ?? "",
|
||||||
|
label: isUnknown
|
||||||
|
? labels.missingSector
|
||||||
|
: labels.sector(sector),
|
||||||
|
logo: null,
|
||||||
|
name: sector ?? "",
|
||||||
|
unknown: isUnknown,
|
||||||
|
};
|
||||||
|
}
|
||||||
|
|
||||||
|
if (slice === "issuers") {
|
||||||
|
const isUnknown = !position.issuer;
|
||||||
|
|
||||||
|
return {
|
||||||
|
key: position.issuer?.id ?? "",
|
||||||
|
label: position.issuer ? position.issuer.name : labels.missingIssuer,
|
||||||
|
logo: null,
|
||||||
|
name: position.issuer?.name ?? "",
|
||||||
|
unknown: isUnknown,
|
||||||
|
};
|
||||||
|
}
|
||||||
|
|
||||||
|
return {
|
||||||
|
key: String(index),
|
||||||
|
label: position.displayName,
|
||||||
|
logo: {
|
||||||
|
src: instrumentLogoUrl(position.logoName),
|
||||||
|
subtitle: slice === "bonds"
|
||||||
|
? position.isin ?? position.ticker ?? position.figi
|
||||||
|
: position.ticker ?? position.isin ?? position.figi,
|
||||||
|
},
|
||||||
|
name: position.displayName,
|
||||||
|
unknown: false,
|
||||||
|
};
|
||||||
|
}
|
||||||
|
|
||||||
|
function isIncluded(slice: Slice, type: string): boolean {
|
||||||
|
if (slice === "stocks") return type === "STOCK";
|
||||||
|
if (slice === "bonds") return type === "BOND";
|
||||||
|
|
||||||
|
return slice === "issuers" ? type === "STOCK" || type === "BOND" : eligibleTypes.has(type);
|
||||||
|
}
|
||||||
|
|
||||||
|
function share(part: Decimal, total: Decimal): string {
|
||||||
|
const scale = Math.max(part.scale, total.scale);
|
||||||
|
const numerator = part.value * RADIX ** BigInt(scale - part.scale);
|
||||||
|
const denominator = total.value * RADIX ** BigInt(scale - total.scale);
|
||||||
|
if (numerator * SHARE_PRECISION < denominator) return "< 0,1 %";
|
||||||
|
|
||||||
|
const tenths = (numerator * SHARE_PRECISION * HALF + denominator)
|
||||||
|
/ (HALF * denominator);
|
||||||
|
|
||||||
|
return tenths % RADIX === 0n ? `${tenths / RADIX} %` : `${tenths / RADIX},${tenths % RADIX} %`;
|
||||||
|
}
|
||||||
|
|
||||||
|
function toConcentration(
|
||||||
|
portfolio: Portfolio,
|
||||||
|
slice: Slice,
|
||||||
|
currency: null | string,
|
||||||
|
labels: ConcentrationLabels,
|
||||||
|
): Concentration {
|
||||||
|
const currencies = concentrationCurrencies(portfolio);
|
||||||
|
|
||||||
|
const selected = currency && currencies.includes(currency)
|
||||||
|
? currency
|
||||||
|
: currencies[0] ?? null;
|
||||||
|
|
||||||
|
const groups = new Map<string, Group>();
|
||||||
|
let unaccounted = 0;
|
||||||
|
|
||||||
|
for (const [index, position] of portfolio.positions.entries()) {
|
||||||
|
unaccounted += addPosition(
|
||||||
|
groups, position, index, slice, labels, selected,
|
||||||
|
);
|
||||||
|
}
|
||||||
|
|
||||||
|
const ranked = Array.from(groups.values(), group => ({
|
||||||
|
...group, sum: sumDecimals(group.values),
|
||||||
|
})).toSorted((a, b) => compareDecimal(b.sum, a.sum)
|
||||||
|
|| compareNames(a.label, b.label) || a.first - b.first);
|
||||||
|
|
||||||
|
const total = ranked.length > 0
|
||||||
|
? sumDecimals(ranked.map(item => item.sum))
|
||||||
|
: null;
|
||||||
|
|
||||||
|
const entries = total
|
||||||
|
? ranked.map(group => ({
|
||||||
|
amount: decimalToString(group.sum),
|
||||||
|
chartValue: chartValue(group.sum, total),
|
||||||
|
key: group.key,
|
||||||
|
label: group.label,
|
||||||
|
logo: group.logo,
|
||||||
|
name: group.name,
|
||||||
|
share: share(group.sum, total),
|
||||||
|
unknown: group.unknown,
|
||||||
|
}))
|
||||||
|
: [];
|
||||||
|
|
||||||
|
const rest = entries.length >= FIRST_OTHER ? entries.slice(TOP) : [];
|
||||||
|
|
||||||
|
const otherSum = rest.length > 0
|
||||||
|
? sumDecimals(ranked.slice(TOP).map(item => item.sum))
|
||||||
|
: null;
|
||||||
|
|
||||||
|
const other = otherSum && total
|
||||||
|
? {
|
||||||
|
amount: decimalToString(otherSum),
|
||||||
|
chartValue: chartValue(otherSum, total),
|
||||||
|
count: rest.length,
|
||||||
|
entries: rest,
|
||||||
|
key: "__other",
|
||||||
|
label: labels.other,
|
||||||
|
logo: null,
|
||||||
|
name: "", share: share(otherSum, total), unknown: false,
|
||||||
|
}
|
||||||
|
: null;
|
||||||
|
|
||||||
|
const top5 = ranked.length > TOP
|
||||||
|
? sumDecimals(ranked.slice(0, TOP).map(item => item.sum))
|
||||||
|
: null;
|
||||||
|
|
||||||
|
return {
|
||||||
|
currencies,
|
||||||
|
empty: !total,
|
||||||
|
items: other ? entries.slice(0, TOP) : entries,
|
||||||
|
other,
|
||||||
|
top5Share: top5 && total ? share(top5, total) : null,
|
||||||
|
total: total && decimalToString(total),
|
||||||
|
unaccounted,
|
||||||
|
};
|
||||||
|
}
|
||||||
|
|
||||||
|
export {
|
||||||
|
concentrationCurrencies,
|
||||||
|
toConcentration,
|
||||||
|
};
|
||||||
|
export type {
|
||||||
|
Concentration,
|
||||||
|
ConcentrationItem,
|
||||||
|
ConcentrationLabels,
|
||||||
|
Slice,
|
||||||
|
};
|
||||||
@@ -13,8 +13,10 @@ const portfolio
|
|||||||
displayName: "Акция",
|
displayName: "Акция",
|
||||||
figi: "FIGI-STOCK",
|
figi: "FIGI-STOCK",
|
||||||
isin: null,
|
isin: null,
|
||||||
|
issuer: null,
|
||||||
logoName: "akciya.png",
|
logoName: "akciya.png",
|
||||||
quantity: "2",
|
quantity: "2",
|
||||||
|
sector: null,
|
||||||
ticker: null,
|
ticker: null,
|
||||||
type: "STOCK",
|
type: "STOCK",
|
||||||
},
|
},
|
||||||
@@ -25,8 +27,10 @@ const portfolio
|
|||||||
displayName: "Облигация",
|
displayName: "Облигация",
|
||||||
figi: "FIGI-BOND",
|
figi: "FIGI-BOND",
|
||||||
isin: "RU000A0JX0J2",
|
isin: "RU000A0JX0J2",
|
||||||
|
issuer: null,
|
||||||
logoName: null,
|
logoName: null,
|
||||||
quantity: "1",
|
quantity: "1",
|
||||||
|
sector: null,
|
||||||
ticker: null,
|
ticker: null,
|
||||||
type: "BOND",
|
type: "BOND",
|
||||||
},
|
},
|
||||||
@@ -37,8 +41,10 @@ const portfolio
|
|||||||
displayName: "Фонд",
|
displayName: "Фонд",
|
||||||
figi: "FIGI-FUND",
|
figi: "FIGI-FUND",
|
||||||
isin: null,
|
isin: null,
|
||||||
|
issuer: null,
|
||||||
logoName: "fond.png",
|
logoName: "fond.png",
|
||||||
quantity: "3",
|
quantity: "3",
|
||||||
|
sector: null,
|
||||||
ticker: null,
|
ticker: null,
|
||||||
type: "FUND",
|
type: "FUND",
|
||||||
},
|
},
|
||||||
|
|||||||
@@ -2,9 +2,19 @@ import { describe, expect, it } from "vitest";
|
|||||||
|
|
||||||
import type { Portfolio } from "@/entities/portfolio";
|
import type { Portfolio } from "@/entities/portfolio";
|
||||||
|
|
||||||
import { toAccountPagePositionSections } from "./positions";
|
import {
|
||||||
|
formatPositionReturnPercent,
|
||||||
|
toAccountPagePositionSections,
|
||||||
|
toUnrealizedReturns,
|
||||||
|
} from "./positions";
|
||||||
import { portfolio, position, second } from "./positions.fixtures";
|
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"]) {
|
function sections(positions: Portfolio["positions"]) {
|
||||||
return toAccountPagePositionSections({
|
return toAccountPagePositionSections({
|
||||||
...portfolio,
|
...portfolio,
|
||||||
@@ -82,6 +92,8 @@ describe("account position sections", () => {
|
|||||||
{
|
{
|
||||||
displayName: "Акция",
|
displayName: "Акция",
|
||||||
logoSrc: "https://invest-brands.cdn-tinkoff.ru/akciyax160.png",
|
logoSrc: "https://invest-brands.cdn-tinkoff.ru/akciyax160.png",
|
||||||
|
returnPercent: null,
|
||||||
|
returnPercentText: null,
|
||||||
returnText: "+10 ₽",
|
returnText: "+10 ₽",
|
||||||
returnTone: "positive",
|
returnTone: "positive",
|
||||||
shareText: "66,7 %",
|
shareText: "66,7 %",
|
||||||
@@ -95,6 +107,8 @@ describe("account position sections", () => {
|
|||||||
{
|
{
|
||||||
displayName: "Облигация",
|
displayName: "Облигация",
|
||||||
logoSrc: null,
|
logoSrc: null,
|
||||||
|
returnPercent: "-11.111111",
|
||||||
|
returnPercentText: "-11,11 %",
|
||||||
returnText: "-5 ₽",
|
returnText: "-5 ₽",
|
||||||
returnTone: "negative",
|
returnTone: "negative",
|
||||||
shareText: "33,3 %",
|
shareText: "33,3 %",
|
||||||
@@ -107,6 +121,8 @@ describe("account position sections", () => {
|
|||||||
{
|
{
|
||||||
displayName: "Фонд",
|
displayName: "Фонд",
|
||||||
logoSrc: null,
|
logoSrc: null,
|
||||||
|
returnPercent: null,
|
||||||
|
returnPercentText: null,
|
||||||
returnText: null,
|
returnText: null,
|
||||||
returnTone: undefined,
|
returnTone: undefined,
|
||||||
shareText: null,
|
shareText: null,
|
||||||
@@ -187,3 +203,109 @@ describe("account position sections", () => {
|
|||||||
expect(source).toEqual(before);
|
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" }]);
|
||||||
|
});
|
||||||
|
});
|
||||||
|
|||||||
@@ -1,9 +1,19 @@
|
|||||||
import { formatShare, type Portfolio } from "@/entities/portfolio";
|
import { formatShare, type Portfolio } from "@/entities/portfolio";
|
||||||
import { formatMoney, instrumentLogoUrl } from "@/shared/lib";
|
import {
|
||||||
|
type Decimal,
|
||||||
|
decimalFromString,
|
||||||
|
decimalToString,
|
||||||
|
formatDecimal,
|
||||||
|
formatMoney,
|
||||||
|
instrumentLogoUrl,
|
||||||
|
sumDecimals,
|
||||||
|
} from "@/shared/lib";
|
||||||
|
|
||||||
type AccountPagePosition = Portfolio["positions"][number] & {
|
type AccountPagePosition = Portfolio["positions"][number] & {
|
||||||
instrumentTo?: string;
|
instrumentTo?: string;
|
||||||
logoSrc: null | string;
|
logoSrc: null | string;
|
||||||
|
returnPercent: null | string;
|
||||||
|
returnPercentText: null | string;
|
||||||
returnText: null | string;
|
returnText: null | string;
|
||||||
returnTone?: AccountPageReturnTone;
|
returnTone?: AccountPageReturnTone;
|
||||||
shareText: null | string;
|
shareText: null | string;
|
||||||
@@ -21,10 +31,44 @@ type AccountPagePositionSection = {
|
|||||||
|
|
||||||
type AccountPageReturnTone = "negative" | "positive";
|
type AccountPageReturnTone = "negative" | "positive";
|
||||||
|
|
||||||
|
type Money = NonNullable<Portfolio["positions"][number]["absoluteReturn"]>;
|
||||||
|
|
||||||
type PositionSectionKind = "bonds"
|
type PositionSectionKind = "bonds"
|
||||||
| "other"
|
| "other"
|
||||||
| "stocks";
|
| "stocks";
|
||||||
|
|
||||||
|
const RADIX = 10n;
|
||||||
|
const PERCENT_SCALE = 6;
|
||||||
|
const DISPLAY_PERCENT_SCALE = 2;
|
||||||
|
const PERCENT_FACTOR = 100n;
|
||||||
|
const ROUNDING_FACTOR = 2n;
|
||||||
|
|
||||||
|
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(
|
function groupPositions(
|
||||||
positions: AccountPagePosition[],
|
positions: AccountPagePosition[],
|
||||||
): AccountPagePositionGroup[] {
|
): AccountPagePositionGroup[] {
|
||||||
@@ -67,6 +111,41 @@ function positionIdentity(position: AccountPagePosition) {
|
|||||||
return position.isin?.trim() ? ["isin", position.isin.trim()] : undefined;
|
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 toAccountPagePositionSections(
|
function toAccountPagePositionSections(
|
||||||
portfolio: Portfolio,
|
portfolio: Portfolio,
|
||||||
): AccountPagePositionSection[] {
|
): AccountPagePositionSection[] {
|
||||||
@@ -111,6 +190,8 @@ function toPosition(
|
|||||||
const returnPrefix
|
const returnPrefix
|
||||||
= isExpanded && returnValue !== null && returnValue > 0 ? "+" : "";
|
= isExpanded && returnValue !== null && returnValue > 0 ? "+" : "";
|
||||||
|
|
||||||
|
const percent = returnPercent(position);
|
||||||
|
|
||||||
return {
|
return {
|
||||||
...position,
|
...position,
|
||||||
instrumentTo:
|
instrumentTo:
|
||||||
@@ -120,6 +201,10 @@ function toPosition(
|
|||||||
logoSrc: isExpanded
|
logoSrc: isExpanded
|
||||||
? instrumentLogoUrl(position.logoName)
|
? instrumentLogoUrl(position.logoName)
|
||||||
: null,
|
: null,
|
||||||
|
returnPercent: percent,
|
||||||
|
returnPercentText: percent
|
||||||
|
? `${formatDecimal(formatPositionReturnPercent(percent))} %`
|
||||||
|
: null,
|
||||||
returnText: position.absoluteReturn
|
returnText: position.absoluteReturn
|
||||||
? `${returnPrefix}${formatMoney(position.absoluteReturn)}`
|
? `${returnPrefix}${formatMoney(position.absoluteReturn)}`
|
||||||
: null,
|
: null,
|
||||||
@@ -162,9 +247,46 @@ 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 {
|
export {
|
||||||
type AccountPagePosition,
|
type AccountPagePosition,
|
||||||
type AccountPagePositionGroup,
|
type AccountPagePositionGroup,
|
||||||
type AccountPagePositionSection,
|
type AccountPagePositionSection,
|
||||||
|
formatPositionReturnPercent,
|
||||||
toAccountPagePositionSections,
|
toAccountPagePositionSections,
|
||||||
|
toUnrealizedReturns,
|
||||||
};
|
};
|
||||||
|
|||||||
@@ -33,6 +33,7 @@ type AccountPageRecentOperations
|
|||||||
stale?: boolean;
|
stale?: boolean;
|
||||||
state: "loaded" | "partial";
|
state: "loaded" | "partial";
|
||||||
to: string;
|
to: string;
|
||||||
|
totalVisible?: boolean;
|
||||||
}
|
}
|
||||||
| {
|
| {
|
||||||
state: "empty"
|
state: "empty"
|
||||||
@@ -84,6 +85,7 @@ function toRecentEvents(
|
|||||||
items: events.data?.events.slice(0, RECENT_EVENTS_LIMIT) ?? [],
|
items: events.data?.events.slice(0, RECENT_EVENTS_LIMIT) ?? [],
|
||||||
state: "partial",
|
state: "partial",
|
||||||
to,
|
to,
|
||||||
|
totalVisible: false,
|
||||||
};
|
};
|
||||||
if (!events.data && (events.isError || events.meta?.lastAttempt.state === "failed"))
|
if (!events.data && (events.isError || events.meta?.lastAttempt.state === "failed"))
|
||||||
return { state: "error", to };
|
return { state: "error", to };
|
||||||
@@ -94,6 +96,7 @@ function toRecentEvents(
|
|||||||
items,
|
items,
|
||||||
state: "loaded",
|
state: "loaded",
|
||||||
to,
|
to,
|
||||||
|
totalVisible: events.meta?.completeness === "complete",
|
||||||
};
|
};
|
||||||
}
|
}
|
||||||
|
|
||||||
@@ -109,7 +112,12 @@ function toRecentOperations(
|
|||||||
)
|
)
|
||||||
return { state: "loading", to };
|
return { state: "loading", to };
|
||||||
if (operations.meta?.completeness === "incomplete")
|
if (operations.meta?.completeness === "incomplete")
|
||||||
return { items: operations.data?.items ?? [], state: "partial", to };
|
return {
|
||||||
|
items: operations.data?.items ?? [],
|
||||||
|
state: "partial",
|
||||||
|
to,
|
||||||
|
totalVisible: false,
|
||||||
|
};
|
||||||
if (
|
if (
|
||||||
!operations.data
|
!operations.data
|
||||||
&& (operations.isError || operations.meta?.lastAttempt.state === "failed")
|
&& (operations.isError || operations.meta?.lastAttempt.state === "failed")
|
||||||
@@ -125,6 +133,7 @@ function toRecentOperations(
|
|||||||
stale: operations.meta?.freshness === "stale",
|
stale: operations.meta?.freshness === "stale",
|
||||||
state: "loaded",
|
state: "loaded",
|
||||||
to,
|
to,
|
||||||
|
totalVisible: operations.meta?.completeness === "complete",
|
||||||
};
|
};
|
||||||
}
|
}
|
||||||
|
|
||||||
|
|||||||
@@ -98,21 +98,13 @@
|
|||||||
font-family: var(--mantine-font-family-monospace);
|
font-family: var(--mantine-font-family-monospace);
|
||||||
}
|
}
|
||||||
|
|
||||||
.accordionControl {
|
.tabsList {
|
||||||
transition:
|
flex-wrap: nowrap;
|
||||||
background-color 150ms ease,
|
overflow-x: auto;
|
||||||
color 150ms ease;
|
|
||||||
}
|
}
|
||||||
|
|
||||||
.accordionLabel {
|
.positionFilter {
|
||||||
font-size: var(--mantine-h2-font-size);
|
overflow-x: auto;
|
||||||
font-weight: var(--mantine-h2-font-weight);
|
|
||||||
line-height: var(--mantine-h2-line-height);
|
|
||||||
}
|
|
||||||
|
|
||||||
.accordionPanel {
|
|
||||||
padding-left: 0;
|
|
||||||
padding-right: 0;
|
|
||||||
}
|
}
|
||||||
|
|
||||||
.accountPositions {
|
.accountPositions {
|
||||||
|
|||||||
@@ -1,15 +1,19 @@
|
|||||||
import { MantineProvider } from "@mantine/core";
|
import { MantineProvider } from "@mantine/core";
|
||||||
import { type QueryClient, QueryClientProvider } from "@tanstack/react-query";
|
import { type QueryClient, QueryClientProvider } from "@tanstack/react-query";
|
||||||
import {
|
import {
|
||||||
|
fireEvent,
|
||||||
render,
|
render,
|
||||||
screen,
|
screen,
|
||||||
waitFor,
|
waitFor,
|
||||||
within,
|
within,
|
||||||
} from "@testing-library/react";
|
} from "@testing-library/react";
|
||||||
import { http, HttpResponse } from "msw";
|
import { http, HttpResponse } from "msw";
|
||||||
import { MemoryRouter, Route, Routes } from "react-router";
|
import { useState } from "react";
|
||||||
|
import { getI18n } from "react-i18next";
|
||||||
|
import { MemoryRouter, Route, Routes, useNavigate } from "react-router";
|
||||||
import { describe, expect, it, vi } from "vitest";
|
import { describe, expect, it, vi } from "vitest";
|
||||||
|
|
||||||
|
import type { BrokerageOperation } from "@/entities/broker-operation";
|
||||||
import type { BrokerageEvent } from "@/entities/brokerage-event";
|
import type { BrokerageEvent } from "@/entities/brokerage-event";
|
||||||
|
|
||||||
import { type Portfolio, portfolioQueryOptions } from "@/entities/portfolio";
|
import { type Portfolio, portfolioQueryOptions } from "@/entities/portfolio";
|
||||||
@@ -23,13 +27,30 @@ import type {
|
|||||||
AccountPageRecentOperations,
|
AccountPageRecentOperations,
|
||||||
} from "../../model/previews";
|
} from "../../model/previews";
|
||||||
|
|
||||||
import { toAccountPagePositionSections } from "../../model/positions";
|
import { toConcentration } from "../../model/concentration";
|
||||||
|
import {
|
||||||
|
toAccountPagePositionSections,
|
||||||
|
toUnrealizedReturns,
|
||||||
|
} from "../../model/positions";
|
||||||
import { AccountPage } from "./AccountPage";
|
import { AccountPage } from "./AccountPage";
|
||||||
import { AccountPageEmpty } from "./components/AccountPageEmpty.view";
|
import { AccountPageEmpty } from "./components/AccountPageEmpty.view";
|
||||||
import { AccountPageError } from "./components/AccountPageError.view";
|
import { AccountPageError } from "./components/AccountPageError.view";
|
||||||
import { AccountPageLoaded } from "./components/AccountPageLoaded.view";
|
import { AccountPageLoaded } from "./components/AccountPageLoaded.view";
|
||||||
import { AccountPageLoading } from "./components/AccountPageLoading/AccountPageLoading.view";
|
import { AccountPageLoading } from "./components/AccountPageLoading/AccountPageLoading.view";
|
||||||
|
|
||||||
|
function AccountSwitcher() {
|
||||||
|
const navigate = useNavigate();
|
||||||
|
|
||||||
|
return (
|
||||||
|
<button
|
||||||
|
onClick={() => navigate("/accounts/account-2")}
|
||||||
|
type="button"
|
||||||
|
>
|
||||||
|
Другой счёт
|
||||||
|
</button>
|
||||||
|
);
|
||||||
|
}
|
||||||
|
|
||||||
function configureTestAuth() {
|
function configureTestAuth() {
|
||||||
configureAuthClient({
|
configureAuthClient({
|
||||||
accessToken: () => "test-token",
|
accessToken: () => "test-token",
|
||||||
@@ -45,6 +66,8 @@ function renderAccountRoute(queryClient: QueryClient, accountId = "account-1") {
|
|||||||
<QueryClientProvider client={queryClient}>
|
<QueryClientProvider client={queryClient}>
|
||||||
<MantineProvider>
|
<MantineProvider>
|
||||||
<MemoryRouter initialEntries={[`/accounts/${accountId}`]}>
|
<MemoryRouter initialEntries={[`/accounts/${accountId}`]}>
|
||||||
|
<AccountSwitcher />
|
||||||
|
|
||||||
<Routes>
|
<Routes>
|
||||||
<Route element={<AccountPage />} path="/accounts/:accountId" />
|
<Route element={<AccountPage />} path="/accounts/:accountId" />
|
||||||
</Routes>
|
</Routes>
|
||||||
@@ -79,8 +102,10 @@ const portfolio
|
|||||||
displayName: "Вторая",
|
displayName: "Вторая",
|
||||||
figi: "FIGI-2",
|
figi: "FIGI-2",
|
||||||
isin: null,
|
isin: null,
|
||||||
|
issuer: null,
|
||||||
logoName: "vtoraya.png",
|
logoName: "vtoraya.png",
|
||||||
quantity: "2",
|
quantity: "2",
|
||||||
|
sector: null,
|
||||||
ticker: null,
|
ticker: null,
|
||||||
type: "STOCK",
|
type: "STOCK",
|
||||||
},
|
},
|
||||||
@@ -91,8 +116,10 @@ const portfolio
|
|||||||
displayName: "Первая",
|
displayName: "Первая",
|
||||||
figi: "FIGI-1",
|
figi: "FIGI-1",
|
||||||
isin: "RU000A0JX0J2",
|
isin: "RU000A0JX0J2",
|
||||||
|
issuer: null,
|
||||||
logoName: null,
|
logoName: null,
|
||||||
quantity: "1",
|
quantity: "1",
|
||||||
|
sector: null,
|
||||||
ticker: null,
|
ticker: null,
|
||||||
type: "BOND",
|
type: "BOND",
|
||||||
},
|
},
|
||||||
@@ -111,8 +138,10 @@ function position(
|
|||||||
displayName: "Инструмент",
|
displayName: "Инструмент",
|
||||||
figi: null,
|
figi: null,
|
||||||
isin: null,
|
isin: null,
|
||||||
|
issuer: null,
|
||||||
logoName: null,
|
logoName: null,
|
||||||
quantity: "1",
|
quantity: "1",
|
||||||
|
sector: null,
|
||||||
ticker: null,
|
ticker: null,
|
||||||
type: "STOCK",
|
type: "STOCK",
|
||||||
...overrides,
|
...overrides,
|
||||||
@@ -129,6 +158,19 @@ const emptyRecentEvents: AccountPageRecentEvents = {
|
|||||||
to: "/accounts/account-1/events",
|
to: "/accounts/account-1/events",
|
||||||
};
|
};
|
||||||
|
|
||||||
|
function concentrationLabels() {
|
||||||
|
const i18n = getI18n();
|
||||||
|
|
||||||
|
return {
|
||||||
|
missingIssuer: i18n.t("portfolio.concentration.missingIssuer"),
|
||||||
|
missingSector: i18n.t("portfolio.concentration.missingSector"),
|
||||||
|
other: i18n.t("portfolio.concentration.other"),
|
||||||
|
sector: (code: string) => i18n.t(`stock.sectors.${code}`, {
|
||||||
|
defaultValue: code,
|
||||||
|
}),
|
||||||
|
};
|
||||||
|
}
|
||||||
|
|
||||||
function emptyProps() {
|
function emptyProps() {
|
||||||
return {
|
return {
|
||||||
recentEvents: emptyRecentEvents,
|
recentEvents: emptyRecentEvents,
|
||||||
@@ -136,16 +178,371 @@ function emptyProps() {
|
|||||||
};
|
};
|
||||||
}
|
}
|
||||||
|
|
||||||
|
const LoadedHarness = (
|
||||||
|
props: Omit<Partial<Parameters<typeof AccountPageLoaded>[0]>, "onTabChange">,
|
||||||
|
) => {
|
||||||
|
const [tab, setTab] = useState(props.tab ?? "positions");
|
||||||
|
|
||||||
|
return (
|
||||||
|
<AccountPageLoaded
|
||||||
|
{...loadedProps()}
|
||||||
|
{...props}
|
||||||
|
onTabChange={value => setTab(value ?? "positions")}
|
||||||
|
tab={tab}
|
||||||
|
/>
|
||||||
|
);
|
||||||
|
};
|
||||||
|
|
||||||
function loadedProps(nextPortfolio: Portfolio = portfolio) {
|
function loadedProps(nextPortfolio: Portfolio = portfolio) {
|
||||||
return {
|
return {
|
||||||
|
concentration: null,
|
||||||
|
currency: null,
|
||||||
|
onCurrencyChange: vi.fn(),
|
||||||
|
onSliceChange: vi.fn(),
|
||||||
portfolio: nextPortfolio,
|
portfolio: nextPortfolio,
|
||||||
positionSections: toAccountPagePositionSections(nextPortfolio),
|
positionSections: toAccountPagePositionSections(nextPortfolio),
|
||||||
recentEvents: emptyRecentEvents,
|
recentEvents: emptyRecentEvents,
|
||||||
recentOperations: emptyRecentOperations,
|
recentOperations: emptyRecentOperations,
|
||||||
|
slice: "stocks" as const,
|
||||||
|
unrealizedReturns: toUnrealizedReturns(nextPortfolio.positions),
|
||||||
};
|
};
|
||||||
}
|
}
|
||||||
|
|
||||||
describe("AccountPage states", () => {
|
describe("AccountPage states", () => {
|
||||||
|
it("shows concentration only for a loaded individual account", async () => {
|
||||||
|
server.use(
|
||||||
|
http.get("*/api/v1/brokerage-accounts/:accountId/portfolio", () =>
|
||||||
|
HttpResponse.json(resource({
|
||||||
|
...portfolio,
|
||||||
|
positions: [position({
|
||||||
|
currentValue: { currency: "RUB", value: "100" },
|
||||||
|
displayName: "Акция",
|
||||||
|
})],
|
||||||
|
})),
|
||||||
|
),
|
||||||
|
);
|
||||||
|
const client = createTestQueryClient();
|
||||||
|
renderAccountRoute(client);
|
||||||
|
const tab = await screen.findByRole("tab", { name: "Концентрация" });
|
||||||
|
expect(tab).toHaveAttribute("aria-selected", "false");
|
||||||
|
fireEvent.click(tab);
|
||||||
|
expect(screen.getAllByText("100 ₽")).toHaveLength(2);
|
||||||
|
expect(screen.getByRole("img", { name: "Распределение позиций" }))
|
||||||
|
.toHaveAccessibleDescription(/Акция: 100 ₽, 100 %/);
|
||||||
|
});
|
||||||
|
|
||||||
|
it("expands and resets other when switching slice", () => {
|
||||||
|
const positions = [400, 250, 150, 100, 50, 30, 20].map(
|
||||||
|
(value, index) => position({
|
||||||
|
currentValue: { currency: "RUB", value: String(value) },
|
||||||
|
displayName: `Акция ${index + 1}`,
|
||||||
|
}),
|
||||||
|
);
|
||||||
|
|
||||||
|
const data = { ...portfolio, positions };
|
||||||
|
|
||||||
|
const model = toConcentration(
|
||||||
|
data, "stocks", "RUB", concentrationLabels(),
|
||||||
|
);
|
||||||
|
|
||||||
|
const props = loadedProps(data);
|
||||||
|
renderPage(
|
||||||
|
<LoadedHarness
|
||||||
|
{...props}
|
||||||
|
accountId="a"
|
||||||
|
concentration={model}
|
||||||
|
currency="RUB"
|
||||||
|
tab="concentration"
|
||||||
|
/>,
|
||||||
|
);
|
||||||
|
const other = screen.getByRole("button", { name: /Прочее/ });
|
||||||
|
expect(other).toHaveAttribute("aria-expanded", "false");
|
||||||
|
fireEvent.click(other);
|
||||||
|
expect(other).toHaveAttribute("aria-expanded", "true");
|
||||||
|
expect(screen.getByText("Акция 7")).toBeInTheDocument();
|
||||||
|
fireEvent.click(screen.getByRole("radio", { name: "Секторы" }));
|
||||||
|
expect(props.onSliceChange).toHaveBeenCalledWith("sectors");
|
||||||
|
});
|
||||||
|
|
||||||
|
it.each([
|
||||||
|
[2, "2 элемента"],
|
||||||
|
[5, "5 элементов"],
|
||||||
|
[21, "21 элемент"],
|
||||||
|
])("pluralizes the other count %d as %s", (count, expected) => {
|
||||||
|
const values = [400, 250, 150, 100, 50];
|
||||||
|
|
||||||
|
const rest = Array.from(
|
||||||
|
{ length: count },
|
||||||
|
(_, index) => 20 + index,
|
||||||
|
);
|
||||||
|
|
||||||
|
const positions = [...values, ...rest].map(
|
||||||
|
(value, index) => position({
|
||||||
|
currentValue: { currency: "RUB", value: String(value) },
|
||||||
|
displayName: `Акция ${index + 1}`,
|
||||||
|
}),
|
||||||
|
);
|
||||||
|
|
||||||
|
renderPage(
|
||||||
|
<LoadedHarness
|
||||||
|
{...loadedProps({ ...portfolio, positions })}
|
||||||
|
accountId="a"
|
||||||
|
concentration={toConcentration(
|
||||||
|
{ ...portfolio, positions },
|
||||||
|
"stocks",
|
||||||
|
"RUB",
|
||||||
|
concentrationLabels(),
|
||||||
|
)}
|
||||||
|
currency="RUB"
|
||||||
|
tab="concentration"
|
||||||
|
/>,
|
||||||
|
);
|
||||||
|
|
||||||
|
const other = screen.getByRole("button", { name: /Прочее/ });
|
||||||
|
expect(other).toHaveTextContent(expected);
|
||||||
|
});
|
||||||
|
|
||||||
|
it("shows ticker subtitles and stocks rows with logos, issuers without", () => {
|
||||||
|
const positions = [
|
||||||
|
position({
|
||||||
|
currentValue: { currency: "RUB", value: "300" },
|
||||||
|
displayName: "Сбербанк",
|
||||||
|
ticker: "SBER",
|
||||||
|
}),
|
||||||
|
];
|
||||||
|
|
||||||
|
const data = { ...portfolio, positions };
|
||||||
|
|
||||||
|
const view = renderPage(
|
||||||
|
<LoadedHarness
|
||||||
|
{...loadedProps(data)}
|
||||||
|
accountId="a"
|
||||||
|
concentration={toConcentration(
|
||||||
|
data, "stocks", "RUB", concentrationLabels(),
|
||||||
|
)}
|
||||||
|
currency="RUB"
|
||||||
|
tab="concentration"
|
||||||
|
/>,
|
||||||
|
);
|
||||||
|
|
||||||
|
expect(screen.getByText("SBER")).toBeInTheDocument();
|
||||||
|
|
||||||
|
view.unmount();
|
||||||
|
|
||||||
|
renderPage(
|
||||||
|
<LoadedHarness
|
||||||
|
{...loadedProps(data)}
|
||||||
|
accountId="a"
|
||||||
|
concentration={toConcentration(
|
||||||
|
data, "issuers", "RUB", concentrationLabels(),
|
||||||
|
)}
|
||||||
|
currency="RUB"
|
||||||
|
slice="issuers"
|
||||||
|
tab="concentration"
|
||||||
|
/>,
|
||||||
|
);
|
||||||
|
|
||||||
|
expect(screen.queryByText("SBER")).not.toBeInTheDocument();
|
||||||
|
});
|
||||||
|
|
||||||
|
it("hides the currency select when only one currency is available", () => {
|
||||||
|
const data = { ...portfolio, positions: [position({
|
||||||
|
currentValue: { currency: "RUB", value: "100" },
|
||||||
|
displayName: "Акция",
|
||||||
|
})] };
|
||||||
|
|
||||||
|
renderPage(
|
||||||
|
<LoadedHarness
|
||||||
|
{...loadedProps(data)}
|
||||||
|
accountId="a"
|
||||||
|
concentration={toConcentration(
|
||||||
|
data, "stocks", "RUB", concentrationLabels(),
|
||||||
|
)}
|
||||||
|
currency="RUB"
|
||||||
|
tab="concentration"
|
||||||
|
/>,
|
||||||
|
);
|
||||||
|
|
||||||
|
expect(screen.queryByRole("combobox", { name: "Валюта концентрации" }))
|
||||||
|
.not.toBeInTheDocument();
|
||||||
|
});
|
||||||
|
|
||||||
|
it("shows sector labels including government and unknown codes", () => {
|
||||||
|
const positions = [
|
||||||
|
position({
|
||||||
|
currentValue: { currency: "RUB", value: "300" },
|
||||||
|
displayName: "А",
|
||||||
|
sector: "government",
|
||||||
|
}),
|
||||||
|
position({
|
||||||
|
currentValue: { currency: "RUB", value: "100" },
|
||||||
|
displayName: "Б",
|
||||||
|
sector: "unknown_code",
|
||||||
|
}),
|
||||||
|
];
|
||||||
|
|
||||||
|
const data = { ...portfolio, positions };
|
||||||
|
|
||||||
|
renderPage(
|
||||||
|
<LoadedHarness
|
||||||
|
{...loadedProps(data)}
|
||||||
|
accountId="a"
|
||||||
|
concentration={toConcentration(
|
||||||
|
data, "sectors", "RUB", concentrationLabels(),
|
||||||
|
)}
|
||||||
|
currency="RUB"
|
||||||
|
slice="sectors"
|
||||||
|
tab="concentration"
|
||||||
|
/>,
|
||||||
|
);
|
||||||
|
|
||||||
|
expect(screen.getByText("Государственный сектор")).toBeInTheDocument();
|
||||||
|
expect(screen.getByText("unknown_code")).toBeInTheDocument();
|
||||||
|
});
|
||||||
|
|
||||||
|
it("describes ranked segments with amounts and shares", () => {
|
||||||
|
const data = { ...portfolio, positions: [
|
||||||
|
position({
|
||||||
|
currentValue: { currency: "RUB", value: "300" },
|
||||||
|
displayName: "Первая акция",
|
||||||
|
}),
|
||||||
|
position({
|
||||||
|
currentValue: { currency: "RUB", value: "100" },
|
||||||
|
displayName: "Вторая акция",
|
||||||
|
}),
|
||||||
|
...[50, 40, 30, 20, 10].map((value, index) => position({
|
||||||
|
currentValue: { currency: "RUB", value: String(value) },
|
||||||
|
displayName: `Остаток ${index + 1}`,
|
||||||
|
})),
|
||||||
|
] };
|
||||||
|
|
||||||
|
renderPage(
|
||||||
|
<LoadedHarness
|
||||||
|
{...loadedProps(data)}
|
||||||
|
accountId="a"
|
||||||
|
concentration={toConcentration(
|
||||||
|
data, "stocks", "RUB", concentrationLabels(),
|
||||||
|
)}
|
||||||
|
currency="RUB"
|
||||||
|
tab="concentration"
|
||||||
|
/>,
|
||||||
|
);
|
||||||
|
|
||||||
|
const chart = screen.getByRole("img", { name: "Распределение позиций" });
|
||||||
|
|
||||||
|
expect(chart).toHaveAccessibleDescription(
|
||||||
|
/Первая акция: 300 ₽, 54,5 %; Вторая акция: 100 ₽, 18,2 %; Остаток 1: 50 ₽, 9,1 %; Остаток 2: 40 ₽, 7,3 %; Остаток 3: 30 ₽, 5,5 %; Прочее: 30 ₽, 5,5 %/,
|
||||||
|
);
|
||||||
|
expect(screen.getByRole("button", { name: /Прочее/ }))
|
||||||
|
.toBeInTheDocument();
|
||||||
|
});
|
||||||
|
|
||||||
|
it("does not duplicate the partial warning on the concentration tab", () => {
|
||||||
|
const data = { ...portfolio, positions: [position({
|
||||||
|
currentValue: { currency: "RUB", value: "100" },
|
||||||
|
displayName: "Акция",
|
||||||
|
})] };
|
||||||
|
|
||||||
|
renderPage(
|
||||||
|
<LoadedHarness
|
||||||
|
{...loadedProps(data)}
|
||||||
|
accountId="a"
|
||||||
|
concentration={toConcentration(
|
||||||
|
data, "stocks", "RUB", concentrationLabels(),
|
||||||
|
)}
|
||||||
|
currency="RUB"
|
||||||
|
partial
|
||||||
|
tab="concentration"
|
||||||
|
/>,
|
||||||
|
);
|
||||||
|
|
||||||
|
expect(screen.getAllByRole("status"))
|
||||||
|
.toHaveLength(1);
|
||||||
|
});
|
||||||
|
|
||||||
|
it("keeps slice and currency while switching page tabs and resets on account change", async () => {
|
||||||
|
const multiCurrency = { ...portfolio, positions:
|
||||||
|
["RUB", "USD"].flatMap(currency =>
|
||||||
|
[400, 250, 150, 100, 50, 30, 20].map((value, index) =>
|
||||||
|
position({
|
||||||
|
currentValue: { currency, value: String(value) },
|
||||||
|
displayName: `${currency} акция ${index + 1}`,
|
||||||
|
sector: "energy", type: "STOCK",
|
||||||
|
}),
|
||||||
|
),
|
||||||
|
) };
|
||||||
|
|
||||||
|
server.use(
|
||||||
|
http.get("*/api/v1/brokerage-accounts/:accountId/portfolio", () =>
|
||||||
|
HttpResponse.json(resource(multiCurrency)),
|
||||||
|
),
|
||||||
|
);
|
||||||
|
const client = createTestQueryClient();
|
||||||
|
renderAccountRoute(client);
|
||||||
|
|
||||||
|
fireEvent.click(await screen.findByRole("tab", { name: "Концентрация" }));
|
||||||
|
fireEvent.click(screen.getByRole("button", { name: /Прочее/ }));
|
||||||
|
expect(screen.getByRole("button", { name: /Прочее/ }))
|
||||||
|
.toHaveAttribute("aria-expanded", "true");
|
||||||
|
fireEvent.click(screen.getByRole("combobox", { name: "Валюта концентрации" }));
|
||||||
|
fireEvent.click(screen.getByRole("option", { name: "USD" }));
|
||||||
|
expect(screen.getByRole("button", { name: /Прочее/ }))
|
||||||
|
.toHaveAttribute("aria-expanded", "false");
|
||||||
|
fireEvent.click(screen.getByRole("button", { name: /Прочее/ }));
|
||||||
|
fireEvent.click(screen.getByRole("radio", { name: "Секторы" }));
|
||||||
|
fireEvent.click(screen.getByRole("radio", { name: "Акции" }));
|
||||||
|
expect(screen.getByRole("button", { name: /Прочее/ }))
|
||||||
|
.toHaveAttribute("aria-expanded", "false");
|
||||||
|
fireEvent.click(screen.getByRole("radio", { name: "Секторы" }));
|
||||||
|
expect(screen.getByRole("combobox", { name: "Валюта концентрации" }))
|
||||||
|
.toHaveValue("USD");
|
||||||
|
|
||||||
|
fireEvent.click(screen.getByRole("tab", { name: "Позиции" }));
|
||||||
|
fireEvent.click(screen.getByRole("tab", { name: "Концентрация" }));
|
||||||
|
|
||||||
|
expect(screen.getByRole("radio", { name: "Секторы" }))
|
||||||
|
.toBeChecked();
|
||||||
|
expect(screen.getByRole("combobox", { name: "Валюта концентрации" }))
|
||||||
|
.toHaveValue("USD");
|
||||||
|
fireEvent.click(screen.getByRole("button", { name: "Другой счёт" }));
|
||||||
|
fireEvent.click(await screen.findByRole("tab", { name: "Концентрация" }));
|
||||||
|
expect(screen.getByRole("radio", { name: "Акции" })).toBeChecked();
|
||||||
|
expect(screen.getByRole("combobox", { name: "Валюта концентрации" }))
|
||||||
|
.toHaveValue("RUB");
|
||||||
|
});
|
||||||
|
|
||||||
|
it("falls back to the first currency when the selected one disappears", () => {
|
||||||
|
const data = { ...portfolio, positions: [
|
||||||
|
position({
|
||||||
|
currentValue: { currency: "USD", value: "200" },
|
||||||
|
}),
|
||||||
|
position({
|
||||||
|
currentValue: { currency: "RUB", value: "100" },
|
||||||
|
}),
|
||||||
|
] };
|
||||||
|
|
||||||
|
const model = toConcentration(
|
||||||
|
data, "stocks", "EUR", concentrationLabels(),
|
||||||
|
);
|
||||||
|
|
||||||
|
expect(model.currencies).toEqual(["RUB", "USD"]);
|
||||||
|
expect(model.total).toBe("100");
|
||||||
|
expect(model.items.map(item => item.amount)).toEqual(["100"]);
|
||||||
|
});
|
||||||
|
it("shows the loaded portfolio source sync status", async () => {
|
||||||
|
server.use(
|
||||||
|
http.get("*/api/v1/brokerage-accounts/:accountId/portfolio", () =>
|
||||||
|
HttpResponse.json(resource(portfolio, { freshness: "stale" })),
|
||||||
|
),
|
||||||
|
);
|
||||||
|
renderAccountRoute(createTestQueryClient());
|
||||||
|
|
||||||
|
expect(
|
||||||
|
await screen.findByText("Данные требуют обновления"),
|
||||||
|
).toBeInTheDocument();
|
||||||
|
expect(screen.getByText(/Данные на 14\.08\.2026/)).toBeInTheDocument();
|
||||||
|
});
|
||||||
|
|
||||||
it.each(
|
it.each(
|
||||||
["account-1", "all"].flatMap(accountId =>
|
["account-1", "all"].flatMap(accountId =>
|
||||||
["STOCK", "BOND"].flatMap(type =>
|
["STOCK", "BOND"].flatMap(type =>
|
||||||
@@ -246,7 +643,7 @@ describe("AccountPage states", () => {
|
|||||||
).toHaveTextContent("Данные о структуре портфеля пока недоступны.");
|
).toHaveTextContent("Данные о структуре портфеля пока недоступны.");
|
||||||
expect(
|
expect(
|
||||||
screen.getAllByRole("definition").map(node => node.textContent),
|
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", () => {
|
it("keeps initial placeholders decorative without amounts or focus targets", () => {
|
||||||
const { container } = renderPage(<AccountPageLoading />);
|
const { container } = renderPage(<AccountPageLoading />);
|
||||||
@@ -286,7 +683,7 @@ describe("AccountPage states", () => {
|
|||||||
|
|
||||||
it("shows supplied cash separately without adding currency instruments or recalculating totals", () => {
|
it("shows supplied cash separately without adding currency instruments or recalculating totals", () => {
|
||||||
renderPage(
|
renderPage(
|
||||||
<AccountPageLoaded
|
<LoadedHarness
|
||||||
{...loadedProps({
|
{...loadedProps({
|
||||||
...portfolio,
|
...portfolio,
|
||||||
cashBalances: [
|
cashBalances: [
|
||||||
@@ -309,8 +706,10 @@ describe("AccountPage states", () => {
|
|||||||
/>,
|
/>,
|
||||||
);
|
);
|
||||||
|
|
||||||
|
fireEvent.click(screen.getByRole("tab", { name: "Деньги" }));
|
||||||
|
|
||||||
const balances = within(
|
const balances = within(
|
||||||
screen.getByRole("region", { name: "Денежные остатки" }),
|
screen.getByRole("tabpanel", { name: "Деньги" }),
|
||||||
);
|
);
|
||||||
|
|
||||||
expect(
|
expect(
|
||||||
@@ -318,7 +717,12 @@ describe("AccountPage states", () => {
|
|||||||
).toEqual(["234,500000000000000001 ₽", "-0,5 $", "3,00 XYZ"]);
|
).toEqual(["234,500000000000000001 ₽", "-0,5 $", "3,00 XYZ"]);
|
||||||
expect(
|
expect(
|
||||||
screen.getAllByRole("definition").map(node => node.textContent),
|
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("Торгуемая валюта")).not.toBeInTheDocument();
|
||||||
expect(
|
expect(
|
||||||
screen.queryByText(/полная оценка|общая стоимость/i),
|
screen.queryByText(/полная оценка|общая стоимость/i),
|
||||||
@@ -341,6 +745,7 @@ describe("AccountPage states", () => {
|
|||||||
);
|
);
|
||||||
renderAccountRoute(createTestQueryClient());
|
renderAccountRoute(createTestQueryClient());
|
||||||
await screen.findByRole("heading", { level: 1, name: "Портфель" });
|
await screen.findByRole("heading", { level: 1, name: "Портфель" });
|
||||||
|
fireEvent.click(screen.getByRole("tab", { name: "Деньги" }));
|
||||||
expect(screen.getByRole("definition")).toHaveTextContent("0,5 $");
|
expect(screen.getByRole("definition")).toHaveTextContent("0,5 $");
|
||||||
expect(screen.queryByText("Портфель пока пуст")).not.toBeInTheDocument();
|
expect(screen.queryByText("Портфель пока пуст")).not.toBeInTheDocument();
|
||||||
},
|
},
|
||||||
@@ -381,9 +786,10 @@ describe("AccountPage states", () => {
|
|||||||
).not.toBeInTheDocument();
|
).not.toBeInTheDocument();
|
||||||
expect(screen.queryByText("Торгуемая валюта")).not.toBeInTheDocument();
|
expect(screen.queryByText("Торгуемая валюта")).not.toBeInTheDocument();
|
||||||
expect(screen.queryByText("Портфель пока пуст")).not.toBeInTheDocument();
|
expect(screen.queryByText("Портфель пока пуст")).not.toBeInTheDocument();
|
||||||
|
fireEvent.click(screen.getByRole("tab", { name: "Деньги" }));
|
||||||
expect(
|
expect(
|
||||||
within(
|
within(
|
||||||
screen.getByRole("region", { name: "Денежные остатки" }),
|
screen.getByRole("tabpanel", { name: "Деньги" }),
|
||||||
).queryByRole("definition"),
|
).queryByRole("definition"),
|
||||||
).not.toBeInTheDocument();
|
).not.toBeInTheDocument();
|
||||||
expect(
|
expect(
|
||||||
@@ -395,11 +801,25 @@ describe("AccountPage states", () => {
|
|||||||
},
|
},
|
||||||
);
|
);
|
||||||
|
|
||||||
it("renders the empty state", () => {
|
it("renders the empty state with self-descriptive preview links", () => {
|
||||||
renderPage(<AccountPageEmpty {...emptyProps()} />);
|
renderPage(
|
||||||
|
<AccountPageEmpty
|
||||||
|
{...emptyProps()}
|
||||||
|
incomeSummary={{
|
||||||
|
state: "empty",
|
||||||
|
to: "/accounts/account-1/income",
|
||||||
|
}}
|
||||||
|
/>,
|
||||||
|
);
|
||||||
expect(
|
expect(
|
||||||
screen.getByRole("heading", { name: "Портфель пока пуст" }),
|
screen.getByRole("heading", { name: "Портфель пока пуст" }),
|
||||||
).toBeInTheDocument();
|
).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 () => {
|
it("keeps a null portfolio envelope loading instead of an empty portfolio", async () => {
|
||||||
@@ -447,7 +867,7 @@ describe("AccountPage states", () => {
|
|||||||
});
|
});
|
||||||
|
|
||||||
it("renders a stale portfolio in upstream order with nullable values hidden", () => {
|
it("renders a stale portfolio in upstream order with nullable values hidden", () => {
|
||||||
renderPage(<AccountPageLoaded {...loadedProps()} />);
|
renderPage(<LoadedHarness {...loadedProps()} />);
|
||||||
|
|
||||||
expect(
|
expect(
|
||||||
screen.getByRole("heading", { level: 1, name: "Портфель" }),
|
screen.getByRole("heading", { level: 1, name: "Портфель" }),
|
||||||
@@ -455,18 +875,22 @@ describe("AccountPage states", () => {
|
|||||||
expect(screen.queryByText(/T-Bank временно недоступен/))
|
expect(screen.queryByText(/T-Bank временно недоступен/))
|
||||||
.not.toBeInTheDocument();
|
.not.toBeInTheDocument();
|
||||||
expect(screen.queryByText(/Данные получены/)).not.toBeInTheDocument();
|
expect(screen.queryByText(/Данные получены/)).not.toBeInTheDocument();
|
||||||
expect(screen.getByRole("button", { name: "Акции" })).toBeInTheDocument();
|
expect(screen.getByRole("radio", { name: "Акции" })).toBeInTheDocument();
|
||||||
expect(
|
expect(
|
||||||
screen.getByRole("button", { name: "Облигации" }),
|
screen.getByRole("radio", { name: "Облигации" }),
|
||||||
).toBeInTheDocument();
|
).toBeInTheDocument();
|
||||||
|
|
||||||
const positions = screen
|
expect(
|
||||||
.getAllByText(/Вторая|Первая/)
|
screen.getAllByRole<HTMLInputElement>("radio").map(radio => radio.value),
|
||||||
.map(element => element.textContent);
|
).toEqual(["stocks", "bonds"]);
|
||||||
|
expect(screen.getByText("Вторая")).toBeInTheDocument();
|
||||||
expect(positions).toEqual(["Вторая", "Первая"]);
|
|
||||||
expect(screen.getByText("10 ₽")).toBeInTheDocument();
|
|
||||||
expect(screen.getByText("-1 ₽")).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.queryByText(/Доход:/)).not.toBeInTheDocument();
|
||||||
expect(
|
expect(
|
||||||
screen.getByText("Средняя цена: 11 ₽ · Доля: 100 %"),
|
screen.getByText("Средняя цена: 11 ₽ · Доля: 100 %"),
|
||||||
@@ -475,17 +899,13 @@ describe("AccountPage states", () => {
|
|||||||
screen.getByText("Количество: 1 · RU000A0JX0J2"),
|
screen.getByText("Количество: 1 · RU000A0JX0J2"),
|
||||||
).toBeInTheDocument();
|
).toBeInTheDocument();
|
||||||
expect(screen.queryByText("—")).not.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)(
|
it.each(["STOCK", "BOND"] as const)(
|
||||||
"renders %s logos, fallbacks and signed returns including zero",
|
"renders %s logos, fallbacks and signed returns including zero",
|
||||||
(type) => {
|
(type) => {
|
||||||
renderPage(
|
renderPage(
|
||||||
<AccountPageLoaded
|
<LoadedHarness
|
||||||
{...loadedProps({
|
{...loadedProps({
|
||||||
...portfolio,
|
...portfolio,
|
||||||
positions: [
|
positions: [
|
||||||
@@ -515,8 +935,11 @@ describe("AccountPage states", () => {
|
|||||||
expect(screen.getByText("Б")).toBeInTheDocument();
|
expect(screen.getByText("Б")).toBeInTheDocument();
|
||||||
expect(screen.getByText("Н")).toBeInTheDocument();
|
expect(screen.getByText("Н")).toBeInTheDocument();
|
||||||
expect(screen.getAllByRole("img")).toHaveLength(1);
|
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.getByText(value)).toBeInTheDocument();
|
||||||
|
}
|
||||||
|
|
||||||
expect(screen.queryByText(/Доход:/)).not.toBeInTheDocument();
|
expect(screen.queryByText(/Доход:/)).not.toBeInTheDocument();
|
||||||
},
|
},
|
||||||
);
|
);
|
||||||
@@ -525,7 +948,7 @@ describe("AccountPage states", () => {
|
|||||||
"groups %s supporting metrics into quiet single lines",
|
"groups %s supporting metrics into quiet single lines",
|
||||||
(type) => {
|
(type) => {
|
||||||
renderPage(
|
renderPage(
|
||||||
<AccountPageLoaded
|
<LoadedHarness
|
||||||
{...loadedProps({
|
{...loadedProps({
|
||||||
...portfolio,
|
...portfolio,
|
||||||
positions: [position({
|
positions: [position({
|
||||||
@@ -547,7 +970,7 @@ describe("AccountPage states", () => {
|
|||||||
|
|
||||||
it("uses the ticker only for stock cards and otherwise keeps the ISIN", () => {
|
it("uses the ticker only for stock cards and otherwise keeps the ISIN", () => {
|
||||||
renderPage(
|
renderPage(
|
||||||
<AccountPageLoaded
|
<LoadedHarness
|
||||||
{...loadedProps({
|
{...loadedProps({
|
||||||
...portfolio,
|
...portfolio,
|
||||||
positions: [
|
positions: [
|
||||||
@@ -564,6 +987,7 @@ describe("AccountPage states", () => {
|
|||||||
expect(screen.queryByText("STOCK-ISIN")).not.toBeInTheDocument();
|
expect(screen.queryByText("STOCK-ISIN")).not.toBeInTheDocument();
|
||||||
expect(screen.getByText("Количество: 2 · FALLBACK-ISIN"))
|
expect(screen.getByText("Количество: 2 · FALLBACK-ISIN"))
|
||||||
.toBeInTheDocument();
|
.toBeInTheDocument();
|
||||||
|
fireEvent.click(screen.getByRole("radio", { name: "Облигации" }));
|
||||||
expect(screen.getByText("Количество: 3 · BOND-ISIN"))
|
expect(screen.getByText("Количество: 3 · BOND-ISIN"))
|
||||||
.toBeInTheDocument();
|
.toBeInTheDocument();
|
||||||
expect(screen.queryByText("OFZ")).not.toBeInTheDocument();
|
expect(screen.queryByText("OFZ")).not.toBeInTheDocument();
|
||||||
@@ -571,7 +995,7 @@ describe("AccountPage states", () => {
|
|||||||
|
|
||||||
it("keeps other-position cards compact with labeled return and no logo", () => {
|
it("keeps other-position cards compact with labeled return and no logo", () => {
|
||||||
renderPage(
|
renderPage(
|
||||||
<AccountPageLoaded
|
<LoadedHarness
|
||||||
{...loadedProps({
|
{...loadedProps({
|
||||||
...portfolio,
|
...portfolio,
|
||||||
positions: [position({
|
positions: [position({
|
||||||
@@ -589,7 +1013,7 @@ describe("AccountPage states", () => {
|
|||||||
|
|
||||||
it("uses the cached account title when available", () => {
|
it("uses the cached account title when available", () => {
|
||||||
renderPage(
|
renderPage(
|
||||||
<AccountPageLoaded
|
<LoadedHarness
|
||||||
{...loadedProps()}
|
{...loadedProps()}
|
||||||
|
|
||||||
account={{
|
account={{
|
||||||
@@ -608,7 +1032,7 @@ describe("AccountPage states", () => {
|
|||||||
|
|
||||||
it("keeps the portfolio visible when recent operations fail", () => {
|
it("keeps the portfolio visible when recent operations fail", () => {
|
||||||
renderPage(
|
renderPage(
|
||||||
<AccountPageLoaded
|
<LoadedHarness
|
||||||
{...loadedProps()}
|
{...loadedProps()}
|
||||||
recentOperations={{
|
recentOperations={{
|
||||||
state: "error",
|
state: "error",
|
||||||
@@ -617,15 +1041,17 @@ describe("AccountPage states", () => {
|
|||||||
/>,
|
/>,
|
||||||
);
|
);
|
||||||
|
|
||||||
|
fireEvent.click(screen.getByRole("tab", { name: "Операции" }));
|
||||||
expect(
|
expect(
|
||||||
screen.getByText("Пока недоступно"),
|
screen.getByText("Пока недоступно"),
|
||||||
).toBeInTheDocument();
|
).toBeInTheDocument();
|
||||||
|
fireEvent.click(screen.getByRole("tab", { name: "Позиции" }));
|
||||||
expect(screen.getByText("Вторая")).toBeInTheDocument();
|
expect(screen.getByText("Вторая")).toBeInTheDocument();
|
||||||
});
|
});
|
||||||
|
|
||||||
it("uses the ledger row for a recent outgoing trade operation", () => {
|
it("uses the ledger row for a recent outgoing trade operation", () => {
|
||||||
renderPage(
|
renderPage(
|
||||||
<AccountPageLoaded
|
<LoadedHarness
|
||||||
{...loadedProps()}
|
{...loadedProps()}
|
||||||
|
|
||||||
recentOperations={{
|
recentOperations={{
|
||||||
@@ -654,6 +1080,7 @@ describe("AccountPage states", () => {
|
|||||||
/>,
|
/>,
|
||||||
);
|
);
|
||||||
|
|
||||||
|
fireEvent.click(screen.getByRole("tab", { name: "Операции" }));
|
||||||
expect(screen.getByText("Сделка")).toBeInTheDocument();
|
expect(screen.getByText("Сделка")).toBeInTheDocument();
|
||||||
expect(screen.getByText("−12 ₽")).toBeInTheDocument();
|
expect(screen.getByText("−12 ₽")).toBeInTheDocument();
|
||||||
});
|
});
|
||||||
@@ -674,7 +1101,7 @@ describe("AccountPage states", () => {
|
|||||||
};
|
};
|
||||||
|
|
||||||
renderPage(
|
renderPage(
|
||||||
<AccountPageLoaded
|
<LoadedHarness
|
||||||
{...loadedProps()}
|
{...loadedProps()}
|
||||||
|
|
||||||
recentEvents={{
|
recentEvents={{
|
||||||
@@ -707,7 +1134,8 @@ 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 content = within(section);
|
||||||
const text = section.textContent ?? "";
|
const text = section.textContent ?? "";
|
||||||
|
|
||||||
@@ -734,7 +1162,7 @@ describe("AccountPage states", () => {
|
|||||||
expect(content.queryByText("Без движения денег")).not.toBeInTheDocument();
|
expect(content.queryByText("Без движения денег")).not.toBeInTheDocument();
|
||||||
expect(content.queryByText(/^\+/)).not.toBeInTheDocument();
|
expect(content.queryByText(/^\+/)).not.toBeInTheDocument();
|
||||||
expect(
|
expect(
|
||||||
content.getByRole("link", { name: "Открыть будущие события" }),
|
content.getByRole("link", { name: "Подробнее" }),
|
||||||
).toHaveAttribute("href", "/accounts/account-1/events");
|
).toHaveAttribute("href", "/accounts/account-1/events");
|
||||||
});
|
});
|
||||||
|
|
||||||
@@ -742,14 +1170,16 @@ describe("AccountPage states", () => {
|
|||||||
"keeps the upcoming %s state and calendar action",
|
"keeps the upcoming %s state and calendar action",
|
||||||
(state) => {
|
(state) => {
|
||||||
renderPage(
|
renderPage(
|
||||||
<AccountPageLoaded
|
<LoadedHarness
|
||||||
{...loadedProps()}
|
{...loadedProps()}
|
||||||
recentEvents={{ state, to: "/accounts/account-1/events" }}
|
recentEvents={{ state, to: "/accounts/account-1/events" }}
|
||||||
/>,
|
/>,
|
||||||
);
|
);
|
||||||
|
|
||||||
|
fireEvent.click(screen.getByRole("tab", { name: "События" }));
|
||||||
|
|
||||||
const content = within(
|
const content = within(
|
||||||
screen.getByRole("region", { name: "Будущие события" }),
|
screen.getByRole("tabpanel", { name: "События" }),
|
||||||
);
|
);
|
||||||
|
|
||||||
if (state === "loading") {
|
if (state === "loading") {
|
||||||
@@ -770,14 +1200,14 @@ describe("AccountPage states", () => {
|
|||||||
}
|
}
|
||||||
|
|
||||||
expect(
|
expect(
|
||||||
content.getByRole("link", { name: "Открыть будущие события" }),
|
content.getByRole("link", { name: "Подробнее" }),
|
||||||
).toHaveAttribute("href", "/accounts/account-1/events");
|
).toHaveAttribute("href", "/accounts/account-1/events");
|
||||||
},
|
},
|
||||||
);
|
);
|
||||||
|
|
||||||
it("keeps the portfolio visible when upcoming events fail", () => {
|
it("keeps the portfolio visible when upcoming events fail", () => {
|
||||||
renderPage(
|
renderPage(
|
||||||
<AccountPageLoaded
|
<LoadedHarness
|
||||||
{...loadedProps()}
|
{...loadedProps()}
|
||||||
recentEvents={{
|
recentEvents={{
|
||||||
state: "error",
|
state: "error",
|
||||||
@@ -786,9 +1216,11 @@ describe("AccountPage states", () => {
|
|||||||
/>,
|
/>,
|
||||||
);
|
);
|
||||||
|
|
||||||
|
fireEvent.click(screen.getByRole("tab", { name: "События" }));
|
||||||
expect(
|
expect(
|
||||||
screen.getByText("Данные появятся здесь, когда чтение восстановится."),
|
screen.getByText("Данные появятся здесь, когда чтение восстановится."),
|
||||||
).toBeInTheDocument();
|
).toBeInTheDocument();
|
||||||
|
fireEvent.click(screen.getByRole("tab", { name: "Позиции" }));
|
||||||
expect(screen.getByText("Вторая")).toBeInTheDocument();
|
expect(screen.getByText("Вторая")).toBeInTheDocument();
|
||||||
});
|
});
|
||||||
|
|
||||||
@@ -857,7 +1289,7 @@ describe("AccountPage states", () => {
|
|||||||
expect(screen.getByText("Вторая")).toBeInTheDocument();
|
expect(screen.getByText("Вторая")).toBeInTheDocument();
|
||||||
expect(
|
expect(
|
||||||
screen.getAllByRole("definition").map(node => node.textContent),
|
screen.getAllByRole("definition").map(node => node.textContent),
|
||||||
).toEqual(["1 234,5 ₽", "0,5 $"]);
|
).toEqual(["1 234,5 ₽"]);
|
||||||
expect(screen.queryByRole("button", { name: "Повторить" }))
|
expect(screen.queryByRole("button", { name: "Повторить" }))
|
||||||
.not.toBeInTheDocument();
|
.not.toBeInTheDocument();
|
||||||
void queryClient.invalidateQueries({
|
void queryClient.invalidateQueries({
|
||||||
@@ -867,7 +1299,7 @@ describe("AccountPage states", () => {
|
|||||||
expect(structure).toHaveTextContent("10 ₽");
|
expect(structure).toHaveTextContent("10 ₽");
|
||||||
expect(
|
expect(
|
||||||
screen.getAllByRole("definition").map(node => node.textContent),
|
screen.getAllByRole("definition").map(node => node.textContent),
|
||||||
).toEqual(["1 234,5 ₽", "0,5 $"]);
|
).toEqual(["1 234,5 ₽"]);
|
||||||
resolveRetry?.(
|
resolveRetry?.(
|
||||||
HttpResponse.json(
|
HttpResponse.json(
|
||||||
resource(
|
resource(
|
||||||
@@ -886,7 +1318,7 @@ describe("AccountPage states", () => {
|
|||||||
await waitFor(() =>
|
await waitFor(() =>
|
||||||
expect(
|
expect(
|
||||||
screen.getAllByRole("definition").map(node => node.textContent),
|
screen.getAllByRole("definition").map(node => node.textContent),
|
||||||
).toEqual(["-0,5 $", "2,50 €"]),
|
).toEqual(["-0,5 $"]),
|
||||||
);
|
);
|
||||||
expect(screen.queryByText(/Данные получены/)).not.toBeInTheDocument();
|
expect(screen.queryByText(/Данные получены/)).not.toBeInTheDocument();
|
||||||
expect(structure).not.toHaveTextContent("10 ₽");
|
expect(structure).not.toHaveTextContent("10 ₽");
|
||||||
@@ -928,7 +1360,7 @@ describe("AccountPage states", () => {
|
|||||||
expect(screen.getByText("Вторая")).toBeInTheDocument();
|
expect(screen.getByText("Вторая")).toBeInTheDocument();
|
||||||
expect(
|
expect(
|
||||||
screen.getAllByRole("definition").map(node => node.textContent),
|
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.queryByText(/Данные получены/)).not.toBeInTheDocument();
|
||||||
expect(
|
expect(
|
||||||
screen.queryByRole("status", { name: "Загрузка" }),
|
screen.queryByRole("status", { name: "Загрузка" }),
|
||||||
@@ -938,4 +1370,164 @@ describe("AccountPage states", () => {
|
|||||||
|
|
||||||
resolveRefresh?.(HttpResponse.json(resource(portfolio)));
|
resolveRefresh?.(HttpResponse.json(resource(portfolio)));
|
||||||
});
|
});
|
||||||
|
|
||||||
|
it("opens positions by default and switches between local tabs", () => {
|
||||||
|
renderPage(<LoadedHarness {...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(
|
||||||
|
<LoadedHarness
|
||||||
|
{...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(<LoadedHarness {...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(
|
||||||
|
<LoadedHarness
|
||||||
|
{...loadedProps({
|
||||||
|
...portfolio,
|
||||||
|
positions: [portfolio.positions[0]],
|
||||||
|
})}
|
||||||
|
/>,
|
||||||
|
);
|
||||||
|
|
||||||
|
expect(screen.queryByRole("radiogroup", { name: "Тип позиции" }))
|
||||||
|
.not.toBeInTheDocument();
|
||||||
|
});
|
||||||
|
|
||||||
|
it("hides unrealized returns for a partial portfolio", () => {
|
||||||
|
renderPage(<LoadedHarness {...loadedProps()} partial />);
|
||||||
|
|
||||||
|
expect(screen.queryByRole("region", { name: "Нереализованный результат" }))
|
||||||
|
.not.toBeInTheDocument();
|
||||||
|
});
|
||||||
|
|
||||||
|
it("omits an unrealized currency total when any return is incomplete", () => {
|
||||||
|
renderPage(
|
||||||
|
<LoadedHarness
|
||||||
|
{...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();
|
||||||
|
});
|
||||||
|
|
||||||
|
it("groups overview items only after the existing five-item limits", async () => {
|
||||||
|
const operations = Array.from({ length: 6 }, (_, index) => ({
|
||||||
|
account: { id: `account-${index}`, name: `Счёт ${index + 1}` },
|
||||||
|
accruedInterest: null,
|
||||||
|
category: "income",
|
||||||
|
commission: null,
|
||||||
|
description: "Купон",
|
||||||
|
figi: "FIGI",
|
||||||
|
id: `operation-${index}`,
|
||||||
|
instrumentType: "bond",
|
||||||
|
instrumentUid: "UID",
|
||||||
|
logoName: null,
|
||||||
|
occurredAt: "2026-08-14T10:00:00Z",
|
||||||
|
payment: { currency: "RUB", value: "100" },
|
||||||
|
price: null,
|
||||||
|
quantity: null,
|
||||||
|
ticker: "BOND",
|
||||||
|
type: "OPERATION_TYPE_COUPON",
|
||||||
|
})) satisfies BrokerageOperation[];
|
||||||
|
|
||||||
|
const events = Array.from({ length: 6 }, (_, index) => ({
|
||||||
|
account: { id: `account-${index}`, name: `Счёт ${index + 1}` },
|
||||||
|
date: "2026-08-20",
|
||||||
|
dateKind: "event",
|
||||||
|
displayName: "ОФЗ 26238",
|
||||||
|
figi: "FIGI",
|
||||||
|
instrumentUid: "UID",
|
||||||
|
isin: "RU000A0JX0J2",
|
||||||
|
logoName: null,
|
||||||
|
projectedAmount: { currency: "RUB", value: "100" },
|
||||||
|
ticker: "OFZ",
|
||||||
|
type: "coupon",
|
||||||
|
})) satisfies BrokerageEvent[];
|
||||||
|
|
||||||
|
server.use(
|
||||||
|
http.get("*/api/v1/brokerage-accounts/:accountId/operations", () =>
|
||||||
|
HttpResponse.json(resource({
|
||||||
|
accountId: "all",
|
||||||
|
hasNext: true,
|
||||||
|
items: operations.slice(0, 5),
|
||||||
|
nextCursor: "next",
|
||||||
|
}))),
|
||||||
|
http.get("*/api/v1/brokerage-accounts/:accountId/events", () =>
|
||||||
|
HttpResponse.json(resource({
|
||||||
|
accountId: "all",
|
||||||
|
calculatedAt: "2026-08-14T00:00:00Z",
|
||||||
|
events,
|
||||||
|
}))),
|
||||||
|
);
|
||||||
|
renderAccountRoute(createTestQueryClient(), "all");
|
||||||
|
await screen.findByRole("heading", { level: 1, name: "Все счета" });
|
||||||
|
|
||||||
|
const operationGroup = screen.getByRole("list", {
|
||||||
|
name: /Купон · BOND, Исполнено/,
|
||||||
|
});
|
||||||
|
|
||||||
|
expect(screen.getByText("+500 ₽")).toBeInTheDocument();
|
||||||
|
expect(within(operationGroup).getAllByRole("listitem")).toHaveLength(5);
|
||||||
|
expect(within(operationGroup).queryByRole("link")).not.toBeInTheDocument();
|
||||||
|
|
||||||
|
const eventGroup = screen.getByRole("list", {
|
||||||
|
name: /Купон · ОФЗ 26238, 20\.08\.2026, 500 ₽/,
|
||||||
|
});
|
||||||
|
|
||||||
|
expect(screen.getAllByText("500 ₽").length).toBeGreaterThan(0);
|
||||||
|
expect(within(eventGroup).getAllByRole("listitem")).toHaveLength(5);
|
||||||
|
});
|
||||||
});
|
});
|
||||||
|
|||||||
@@ -25,12 +25,21 @@ const AccountPage: FC = () => {
|
|||||||
<AccountPageLoaded
|
<AccountPageLoaded
|
||||||
account={viewModel.account}
|
account={viewModel.account}
|
||||||
accountId={viewModel.accountId}
|
accountId={viewModel.accountId}
|
||||||
|
concentration={viewModel.concentration}
|
||||||
|
currency={viewModel.currency}
|
||||||
incomeSummary={viewModel.incomeSummary}
|
incomeSummary={viewModel.incomeSummary}
|
||||||
|
onCurrencyChange={viewModel.onCurrencyChange}
|
||||||
|
onSliceChange={viewModel.onSliceChange}
|
||||||
|
onTabChange={viewModel.onTabChange}
|
||||||
partial={viewModel.partial}
|
partial={viewModel.partial}
|
||||||
portfolio={viewModel.portfolio}
|
portfolio={viewModel.portfolio}
|
||||||
positionSections={viewModel.positionSections}
|
positionSections={viewModel.positionSections}
|
||||||
recentEvents={viewModel.recentEvents}
|
recentEvents={viewModel.recentEvents}
|
||||||
recentOperations={viewModel.recentOperations}
|
recentOperations={viewModel.recentOperations}
|
||||||
|
slice={viewModel.slice}
|
||||||
|
source={viewModel.source}
|
||||||
|
tab={viewModel.tab}
|
||||||
|
unrealizedReturns={viewModel.unrealizedReturns}
|
||||||
/>
|
/>
|
||||||
);
|
);
|
||||||
};
|
};
|
||||||
|
|||||||
@@ -1,3 +1,5 @@
|
|||||||
|
import { useState } from "react";
|
||||||
|
import { useTranslation } from "react-i18next";
|
||||||
import { useParams } from "react-router";
|
import { useParams } from "react-router";
|
||||||
|
|
||||||
import type { Portfolio } from "@/entities/portfolio";
|
import type { Portfolio } from "@/entities/portfolio";
|
||||||
@@ -17,9 +19,17 @@ import { useScreenSync } from "@/features/tbank-connection";
|
|||||||
import { ApiErrorCode, apiErrorCode, isApiErrorCode } from "@/shared/api";
|
import { ApiErrorCode, apiErrorCode, isApiErrorCode } from "@/shared/api";
|
||||||
import { useInitialAvailability } from "@/shared/lib";
|
import { useInitialAvailability } from "@/shared/lib";
|
||||||
|
|
||||||
|
import {
|
||||||
|
type Concentration,
|
||||||
|
concentrationCurrencies,
|
||||||
|
type ConcentrationLabels,
|
||||||
|
type Slice,
|
||||||
|
toConcentration,
|
||||||
|
} from "../../model/concentration";
|
||||||
import {
|
import {
|
||||||
type AccountPagePositionSection,
|
type AccountPagePositionSection,
|
||||||
toAccountPagePositionSections,
|
toAccountPagePositionSections,
|
||||||
|
toUnrealizedReturns,
|
||||||
} from "../../model/positions";
|
} from "../../model/positions";
|
||||||
import {
|
import {
|
||||||
type AccountPageIncomeSummary,
|
type AccountPageIncomeSummary,
|
||||||
@@ -44,10 +54,18 @@ type AccountPageEmptyViewModel = AccountPageContent & {
|
|||||||
};
|
};
|
||||||
|
|
||||||
type AccountPageLoadedViewModel = AccountPageContent & {
|
type AccountPageLoadedViewModel = AccountPageContent & {
|
||||||
|
concentration: Concentration | null;
|
||||||
|
currency: null | string;
|
||||||
|
onCurrencyChange: (currency: null | string) => void;
|
||||||
|
onSliceChange: (slice: Slice) => void;
|
||||||
|
onTabChange: (tab: null | string) => void;
|
||||||
portfolio: Portfolio;
|
portfolio: Portfolio;
|
||||||
positionSections: AccountPagePositionSection[];
|
positionSections: AccountPagePositionSection[];
|
||||||
|
slice: Slice;
|
||||||
source?: InvestmentResourceMeta;
|
source?: InvestmentResourceMeta;
|
||||||
state: "loaded";
|
state: "loaded";
|
||||||
|
tab: string;
|
||||||
|
unrealizedReturns: Portfolio["totalsByCurrency"];
|
||||||
};
|
};
|
||||||
|
|
||||||
type AccountPageViewModel
|
type AccountPageViewModel
|
||||||
@@ -57,14 +75,31 @@ type AccountPageViewModel
|
|||||||
| { state: "loading" };
|
| { state: "loading" };
|
||||||
|
|
||||||
function isPortfolioAccessFailure(code?: string) {
|
function isPortfolioAccessFailure(code?: string) {
|
||||||
return isApiErrorCode(code, ApiErrorCode.Forbidden)
|
return isApiErrorCode(code, ApiErrorCode.InvalidTbankToken)
|
||||||
|| isApiErrorCode(code, ApiErrorCode.InvalidTbankToken)
|
|
||||||
|| isApiErrorCode(code, ApiErrorCode.NotFound)
|
|| isApiErrorCode(code, ApiErrorCode.NotFound)
|
||||||
|| isApiErrorCode(code, ApiErrorCode.TbankNotConnected);
|
|| isApiErrorCode(code, ApiErrorCode.TbankNotConnected);
|
||||||
}
|
}
|
||||||
|
|
||||||
function useAccountPageViewModel(): AccountPageViewModel {
|
function useAccountPageViewModel(): AccountPageViewModel {
|
||||||
const { accountId } = useParams();
|
const { accountId } = useParams();
|
||||||
|
const { t } = useTranslation();
|
||||||
|
|
||||||
|
const [selection, setSelection] = useState<{
|
||||||
|
accountId?: string;
|
||||||
|
currency: null | string;
|
||||||
|
slice: Slice;
|
||||||
|
tab: string;
|
||||||
|
}>({ accountId, currency: null, slice: "stocks", tab: "positions" });
|
||||||
|
|
||||||
|
const current = selection.accountId === accountId
|
||||||
|
? selection
|
||||||
|
: {
|
||||||
|
accountId, currency: null, slice: "stocks" as const, tab: "positions",
|
||||||
|
};
|
||||||
|
|
||||||
|
const updateSelection = (change: Partial<typeof selection>) =>
|
||||||
|
setSelection({ ...current, ...change });
|
||||||
|
|
||||||
const portfolio = usePortfolio(accountId);
|
const portfolio = usePortfolio(accountId);
|
||||||
|
|
||||||
const operations = useBrokerageOperations(accountId, {
|
const operations = useBrokerageOperations(accountId, {
|
||||||
@@ -121,18 +156,43 @@ function useAccountPageViewModel(): AccountPageViewModel {
|
|||||||
};
|
};
|
||||||
|
|
||||||
const isPartial = portfolio.meta?.completeness === "incomplete";
|
const isPartial = portfolio.meta?.completeness === "incomplete";
|
||||||
|
const currencies = concentrationCurrencies(portfolio.data);
|
||||||
|
|
||||||
|
const currency = current.currency && currencies.includes(current.currency)
|
||||||
|
? current.currency
|
||||||
|
: currencies[0] ?? null;
|
||||||
|
|
||||||
|
const labels: ConcentrationLabels = {
|
||||||
|
missingIssuer: t("portfolio.concentration.missingIssuer"),
|
||||||
|
missingSector: t("portfolio.concentration.missingSector"),
|
||||||
|
other: t("portfolio.concentration.other"),
|
||||||
|
sector: code => t(`stock.sectors.${code}`, { defaultValue: code }),
|
||||||
|
};
|
||||||
|
|
||||||
|
const concentration = accountId !== "all"
|
||||||
|
&& current.tab === "concentration"
|
||||||
|
? toConcentration(portfolio.data, current.slice, currency, labels)
|
||||||
|
: null;
|
||||||
|
|
||||||
return {
|
return {
|
||||||
account,
|
account,
|
||||||
accountId,
|
accountId,
|
||||||
|
concentration,
|
||||||
|
currency,
|
||||||
incomeSummary,
|
incomeSummary,
|
||||||
|
onCurrencyChange: value => updateSelection({ currency: value }),
|
||||||
|
onSliceChange: slice => updateSelection({ slice }),
|
||||||
|
onTabChange: tab => updateSelection({ tab: tab ?? "positions" }),
|
||||||
partial: isPartial,
|
partial: isPartial,
|
||||||
portfolio: portfolio.data,
|
portfolio: portfolio.data,
|
||||||
positionSections: toAccountPagePositionSections(portfolio.data),
|
positionSections: toAccountPagePositionSections(portfolio.data),
|
||||||
recentEvents,
|
recentEvents,
|
||||||
recentOperations,
|
recentOperations,
|
||||||
|
slice: current.slice,
|
||||||
source: portfolio.meta,
|
source: portfolio.meta,
|
||||||
state: "loaded" as const,
|
state: "loaded" as const,
|
||||||
|
tab: current.tab,
|
||||||
|
unrealizedReturns: toUnrealizedReturns(portfolio.data.positions),
|
||||||
};
|
};
|
||||||
}
|
}
|
||||||
|
|
||||||
|
|||||||
@@ -46,9 +46,15 @@ const AccountPageEmpty: FC<AccountPageEmptyProps> = (props) => {
|
|||||||
structure={{ currencies: [], unvaluedCategories: [] }}
|
structure={{ currencies: [], unvaluedCategories: [] }}
|
||||||
/>
|
/>
|
||||||
|
|
||||||
<RecentOperations operations={props.recentOperations} />
|
<RecentOperations
|
||||||
|
allAccounts={props.accountId === "all"}
|
||||||
|
operations={props.recentOperations}
|
||||||
|
/>
|
||||||
|
|
||||||
<BrokerageEventsPreview events={props.recentEvents} />
|
<BrokerageEventsPreview
|
||||||
|
allAccounts={props.accountId === "all"}
|
||||||
|
events={props.recentEvents}
|
||||||
|
/>
|
||||||
|
|
||||||
{!!props.incomeSummary && <IncomeSummary {...props.incomeSummary} />}
|
{!!props.incomeSummary && <IncomeSummary {...props.incomeSummary} />}
|
||||||
</Stack>
|
</Stack>
|
||||||
|
|||||||
@@ -1,6 +1,12 @@
|
|||||||
import type { FC } from "react";
|
import {
|
||||||
|
Alert,
|
||||||
import { Accordion, Alert, Stack } from "@mantine/core";
|
Group,
|
||||||
|
SegmentedControl,
|
||||||
|
Stack,
|
||||||
|
Tabs,
|
||||||
|
Text,
|
||||||
|
} from "@mantine/core";
|
||||||
|
import { type FC, useState } from "react";
|
||||||
import { useTranslation } from "react-i18next";
|
import { useTranslation } from "react-i18next";
|
||||||
|
|
||||||
import type { BrokerageAccount } from "@/entities/brokerage-account";
|
import type { BrokerageAccount } from "@/entities/brokerage-account";
|
||||||
@@ -8,9 +14,11 @@ import type { Portfolio } from "@/entities/portfolio";
|
|||||||
import type { InvestmentResourceMeta } from "@/shared/api";
|
import type { InvestmentResourceMeta } from "@/shared/api";
|
||||||
|
|
||||||
import { BrokerageEventsPreview } from "@/entities/brokerage-event";
|
import { BrokerageEventsPreview } from "@/entities/brokerage-event";
|
||||||
|
import { formatMoney } from "@/shared/lib";
|
||||||
import { SourceSyncStatus } from "@/shared/ui";
|
import { SourceSyncStatus } from "@/shared/ui";
|
||||||
import { PortfolioStructure } from "@/widgets/portfolio-structure";
|
import { PortfolioStructure } from "@/widgets/portfolio-structure";
|
||||||
|
|
||||||
|
import type { Concentration as ConcentrationModel, Slice } from "../../../model/concentration";
|
||||||
import type { AccountPagePositionSection } from "../../../model/positions";
|
import type { AccountPagePositionSection } from "../../../model/positions";
|
||||||
import type {
|
import type {
|
||||||
AccountPageIncomeSummary,
|
AccountPageIncomeSummary,
|
||||||
@@ -20,6 +28,7 @@ import type {
|
|||||||
|
|
||||||
import classes from "../AccountPage.module.css";
|
import classes from "../AccountPage.module.css";
|
||||||
import { AccountHeading } from "./AccountHeading.view";
|
import { AccountHeading } from "./AccountHeading.view";
|
||||||
|
import { Concentration } from "./Concentration/Concentration.view";
|
||||||
import { CurrencyCards } from "./CurrencyCards/CurrencyCards.view";
|
import { CurrencyCards } from "./CurrencyCards/CurrencyCards.view";
|
||||||
import { IncomeSummary } from "./IncomeSummary.view";
|
import { IncomeSummary } from "./IncomeSummary.view";
|
||||||
import { PositionSection } from "./PositionSection.view";
|
import { PositionSection } from "./PositionSection.view";
|
||||||
@@ -28,25 +37,44 @@ import { RecentOperations } from "./RecentOperations.view";
|
|||||||
type AccountPageLoadedProps = {
|
type AccountPageLoadedProps = {
|
||||||
account?: BrokerageAccount;
|
account?: BrokerageAccount;
|
||||||
accountId?: string;
|
accountId?: string;
|
||||||
|
concentration: ConcentrationModel | null;
|
||||||
|
currency: null | string;
|
||||||
incomeSummary?: AccountPageIncomeSummary;
|
incomeSummary?: AccountPageIncomeSummary;
|
||||||
|
onCurrencyChange: (currency: null | string) => void;
|
||||||
|
onSliceChange: (slice: Slice) => void;
|
||||||
|
onTabChange: (tab: null | string) => void;
|
||||||
partial?: boolean;
|
partial?: boolean;
|
||||||
portfolio: Portfolio;
|
portfolio: Portfolio;
|
||||||
positionSections: AccountPagePositionSection[];
|
positionSections: AccountPagePositionSection[];
|
||||||
recentEvents: AccountPageRecentEvents;
|
recentEvents: AccountPageRecentEvents;
|
||||||
recentOperations: AccountPageRecentOperations;
|
recentOperations: AccountPageRecentOperations;
|
||||||
|
slice: Slice;
|
||||||
source?: InvestmentResourceMeta;
|
source?: InvestmentResourceMeta;
|
||||||
|
tab: string;
|
||||||
|
unrealizedReturns: Portfolio["totalsByCurrency"];
|
||||||
};
|
};
|
||||||
|
|
||||||
const AccountPageLoaded: FC<AccountPageLoadedProps> = (props) => {
|
const AccountPageLoaded: FC<AccountPageLoadedProps> = (props) => {
|
||||||
const { t } = useTranslation();
|
const { t } = useTranslation();
|
||||||
|
const [filter, setFilter] = useState<string>();
|
||||||
|
const tab = props.tab;
|
||||||
|
|
||||||
const defaultValue = [
|
const onTabChange = props.onTabChange;
|
||||||
...props.positionSections.map(section => section.kind),
|
|
||||||
"cash",
|
const activeSection = props.positionSections.find(
|
||||||
"recentOperations",
|
section => section.kind === filter,
|
||||||
"recentEvents",
|
) ?? props.positionSections[0];
|
||||||
"incomeSummary",
|
|
||||||
];
|
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 (
|
return (
|
||||||
<Stack gap="lg">
|
<Stack gap="lg">
|
||||||
@@ -59,9 +87,31 @@ const AccountPageLoaded: FC<AccountPageLoadedProps> = (props) => {
|
|||||||
/>
|
/>
|
||||||
|
|
||||||
{props.partial
|
{props.partial
|
||||||
? <Alert role="status">{t("investment.partial")}</Alert>
|
? tab !== "concentration" && (
|
||||||
|
<Alert role="status">{t("investment.partial")}</Alert>
|
||||||
|
)
|
||||||
: <CurrencyCards amounts={props.portfolio.totalsByCurrency} />}
|
: <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 && (
|
{!props.partial && (
|
||||||
<PortfolioStructure
|
<PortfolioStructure
|
||||||
key={props.accountId}
|
key={props.accountId}
|
||||||
@@ -69,70 +119,98 @@ const AccountPageLoaded: FC<AccountPageLoadedProps> = (props) => {
|
|||||||
/>
|
/>
|
||||||
)}
|
)}
|
||||||
|
|
||||||
<Accordion
|
<Tabs
|
||||||
classNames={{
|
classNames={{ list: classes.tabsList }}
|
||||||
chevron: classes.accordionChevron,
|
keepMounted={false}
|
||||||
control: classes.accordionControl,
|
onChange={onTabChange}
|
||||||
label: classes.accordionLabel,
|
value={tab}
|
||||||
panel: classes.accordionPanel,
|
|
||||||
}}
|
|
||||||
defaultValue={defaultValue}
|
|
||||||
multiple
|
|
||||||
>
|
>
|
||||||
{props.positionSections.map(section => (
|
<Tabs.List aria-label={t("portfolio.sections")} mb="md">
|
||||||
<Accordion.Item key={section.kind} value={section.kind}>
|
<Tabs.Tab value="positions">
|
||||||
<Accordion.Control>
|
{t("portfolio.tabs.positions")}
|
||||||
{t(positionSectionTitleKey(section.kind))}
|
</Tabs.Tab>
|
||||||
</Accordion.Control>
|
|
||||||
|
|
||||||
<Accordion.Panel>
|
{props.accountId !== "all" && (
|
||||||
<PositionSection section={section} />
|
<Tabs.Tab value="concentration">
|
||||||
</Accordion.Panel>
|
{t("portfolio.concentration.title")}
|
||||||
</Accordion.Item>
|
</Tabs.Tab>
|
||||||
))}
|
)}
|
||||||
|
|
||||||
<Accordion.Item value="cash">
|
<Tabs.Tab value="cash">{t("portfolio.tabs.cash")}</Tabs.Tab>
|
||||||
<Accordion.Control>{t("portfolio.cashBalances")}</Accordion.Control>
|
|
||||||
|
|
||||||
<Accordion.Panel>
|
<Tabs.Tab value="operations">
|
||||||
<CurrencyCards amounts={props.portfolio.cashBalances} />
|
{t("portfolio.tabs.operations")}
|
||||||
</Accordion.Panel>
|
</Tabs.Tab>
|
||||||
</Accordion.Item>
|
|
||||||
|
|
||||||
<Accordion.Item value="recentOperations">
|
<Tabs.Tab value="events">{t("portfolio.tabs.events")}</Tabs.Tab>
|
||||||
<Accordion.Control>{t("ledger.recentTitle")}</Accordion.Control>
|
|
||||||
|
|
||||||
<Accordion.Panel>
|
<Tabs.Tab value="income">{t("portfolio.tabs.income")}</Tabs.Tab>
|
||||||
<RecentOperations operations={props.recentOperations} />
|
</Tabs.List>
|
||||||
</Accordion.Panel>
|
|
||||||
</Accordion.Item>
|
|
||||||
|
|
||||||
<Accordion.Item value="recentEvents">
|
<Tabs.Panel value="positions">
|
||||||
<Accordion.Control>{t("events.recentTitle")}</Accordion.Control>
|
<Stack gap="md">
|
||||||
|
{props.positionSections.length > 1 && (
|
||||||
<Accordion.Panel>
|
<div className={classes.positionFilter}>
|
||||||
<BrokerageEventsPreview events={props.recentEvents} />
|
<SegmentedControl
|
||||||
</Accordion.Panel>
|
aria-label={t("portfolio.positionFilter")}
|
||||||
</Accordion.Item>
|
data={filterOptions}
|
||||||
|
onChange={setFilter}
|
||||||
<Accordion.Item value="incomeSummary">
|
value={activeSection?.kind}
|
||||||
<Accordion.Control>{t("income.summaryTitle")}</Accordion.Control>
|
/>
|
||||||
|
</div>
|
||||||
<Accordion.Panel>
|
|
||||||
{!!props.incomeSummary && (
|
|
||||||
<IncomeSummary {...props.incomeSummary} />
|
|
||||||
)}
|
)}
|
||||||
</Accordion.Panel>
|
|
||||||
</Accordion.Item>
|
{activeSection && <PositionSection section={activeSection} />}
|
||||||
</Accordion>
|
</Stack>
|
||||||
|
</Tabs.Panel>
|
||||||
|
|
||||||
|
{props.accountId !== "all" && (
|
||||||
|
<Tabs.Panel value="concentration">
|
||||||
|
{props.concentration && (
|
||||||
|
<Concentration
|
||||||
|
currency={props.currency}
|
||||||
|
key={`${props.slice}-${props.currency}`}
|
||||||
|
model={props.concentration}
|
||||||
|
onCurrencyChange={props.onCurrencyChange}
|
||||||
|
onSliceChange={props.onSliceChange}
|
||||||
|
partial={!!props.partial}
|
||||||
|
slice={props.slice}
|
||||||
|
/>
|
||||||
|
)}
|
||||||
|
</Tabs.Panel>
|
||||||
|
)}
|
||||||
|
|
||||||
|
<Tabs.Panel value="cash">
|
||||||
|
<CurrencyCards amounts={props.portfolio.cashBalances} />
|
||||||
|
</Tabs.Panel>
|
||||||
|
|
||||||
|
<Tabs.Panel value="operations">
|
||||||
|
<RecentOperations
|
||||||
|
allAccounts={props.accountId === "all"}
|
||||||
|
moreLabel={t("portfolio.more")}
|
||||||
|
operations={props.recentOperations}
|
||||||
|
/>
|
||||||
|
</Tabs.Panel>
|
||||||
|
|
||||||
|
<Tabs.Panel value="events">
|
||||||
|
<BrokerageEventsPreview
|
||||||
|
allAccounts={props.accountId === "all"}
|
||||||
|
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>
|
</Stack>
|
||||||
);
|
);
|
||||||
};
|
};
|
||||||
|
|
||||||
function positionSectionTitleKey(kind: AccountPagePositionSection["kind"]) {
|
|
||||||
if (kind === "stocks") return "portfolio.stocks";
|
|
||||||
|
|
||||||
return kind === "bonds" ? "portfolio.bonds" : "portfolio.otherPositions";
|
|
||||||
}
|
|
||||||
|
|
||||||
export { AccountPageLoaded };
|
export { AccountPageLoaded };
|
||||||
|
|||||||
+3
-1
@@ -34,7 +34,9 @@ const AccountPageLoading: FC = () => {
|
|||||||
|
|
||||||
<Skeleton height={260} radius="sm" />
|
<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>
|
</LoadingSkeleton>
|
||||||
);
|
);
|
||||||
};
|
};
|
||||||
|
|||||||
@@ -0,0 +1,111 @@
|
|||||||
|
.layout {
|
||||||
|
display: grid;
|
||||||
|
grid-template-columns: minmax(260px, 1fr) minmax(0, 1.4fr);
|
||||||
|
gap: var(--mantine-spacing-xl);
|
||||||
|
align-items: center;
|
||||||
|
}
|
||||||
|
|
||||||
|
.chart {
|
||||||
|
position: relative;
|
||||||
|
justify-self: center;
|
||||||
|
}
|
||||||
|
|
||||||
|
.pattern {
|
||||||
|
position: absolute;
|
||||||
|
width: 0;
|
||||||
|
height: 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
.center {
|
||||||
|
position: absolute;
|
||||||
|
inset: 32%;
|
||||||
|
display: flex;
|
||||||
|
flex-direction: column;
|
||||||
|
align-items: center;
|
||||||
|
justify-content: center;
|
||||||
|
text-align: center;
|
||||||
|
font-size: clamp(12px, 1.3vw, 17px);
|
||||||
|
overflow-wrap: anywhere;
|
||||||
|
pointer-events: none;
|
||||||
|
}
|
||||||
|
|
||||||
|
.srOnly {
|
||||||
|
position: absolute;
|
||||||
|
width: 1px;
|
||||||
|
height: 1px;
|
||||||
|
padding: 0;
|
||||||
|
overflow: hidden;
|
||||||
|
clip: rect(0, 0, 0, 0);
|
||||||
|
white-space: nowrap;
|
||||||
|
}
|
||||||
|
|
||||||
|
.list {
|
||||||
|
list-style: none;
|
||||||
|
margin: 0;
|
||||||
|
padding: 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
.row {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: var(--mantine-spacing-sm);
|
||||||
|
min-height: 58px;
|
||||||
|
border-bottom: 1px solid var(--mantine-color-gray-2);
|
||||||
|
}
|
||||||
|
|
||||||
|
.rank {
|
||||||
|
display: grid;
|
||||||
|
place-items: center;
|
||||||
|
width: 28px;
|
||||||
|
height: 28px;
|
||||||
|
flex: none;
|
||||||
|
border-radius: 50%;
|
||||||
|
color: white;
|
||||||
|
}
|
||||||
|
|
||||||
|
.identity {
|
||||||
|
flex: 1;
|
||||||
|
min-width: 0;
|
||||||
|
overflow-wrap: anywhere;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bar,
|
||||||
|
.bar span {
|
||||||
|
display: block;
|
||||||
|
height: 4px;
|
||||||
|
border-radius: 4px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bar {
|
||||||
|
background: var(--mantine-color-gray-2);
|
||||||
|
}
|
||||||
|
|
||||||
|
.value {
|
||||||
|
text-align: right;
|
||||||
|
white-space: nowrap;
|
||||||
|
}
|
||||||
|
|
||||||
|
.other {
|
||||||
|
display: flex;
|
||||||
|
justify-content: space-between;
|
||||||
|
gap: var(--mantine-spacing-sm);
|
||||||
|
width: 100%;
|
||||||
|
min-height: 44px;
|
||||||
|
align-items: center;
|
||||||
|
border: 0;
|
||||||
|
background: var(--mantine-color-gray-0);
|
||||||
|
color: inherit;
|
||||||
|
cursor: pointer;
|
||||||
|
text-align: left;
|
||||||
|
}
|
||||||
|
|
||||||
|
.other:focus-visible {
|
||||||
|
outline: 2px solid var(--mantine-color-blue-6);
|
||||||
|
outline-offset: 2px;
|
||||||
|
}
|
||||||
|
|
||||||
|
@media (max-width: 700px) {
|
||||||
|
.layout { grid-template-columns: 1fr; }
|
||||||
|
.slices { max-width: 100%; overflow-x: auto; }
|
||||||
|
.other { flex-wrap: wrap; }
|
||||||
|
}
|
||||||
@@ -0,0 +1,330 @@
|
|||||||
|
import { DonutChart } from "@mantine/charts";
|
||||||
|
import {
|
||||||
|
Alert, Box, Group, Paper, SegmentedControl, Select, Stack,
|
||||||
|
Text, Title,
|
||||||
|
} from "@mantine/core";
|
||||||
|
import { type FC, useId, useState } from "react";
|
||||||
|
import { useTranslation } from "react-i18next";
|
||||||
|
|
||||||
|
import { formatMoney } from "@/shared/lib";
|
||||||
|
|
||||||
|
import type {
|
||||||
|
ConcentrationItem,
|
||||||
|
Concentration as ConcentrationModel,
|
||||||
|
Slice,
|
||||||
|
} from "../../../../model/concentration";
|
||||||
|
|
||||||
|
import { PositionLogo } from "../PositionLogo.view";
|
||||||
|
import classes from "./Concentration.module.css";
|
||||||
|
|
||||||
|
type Props = {
|
||||||
|
currency: null | string;
|
||||||
|
model: ConcentrationModel;
|
||||||
|
onCurrencyChange: (currency: null | string) => void;
|
||||||
|
onSliceChange: (slice: Slice) => void;
|
||||||
|
partial: boolean;
|
||||||
|
slice: Slice;
|
||||||
|
};
|
||||||
|
|
||||||
|
const sliceLabels = {
|
||||||
|
bonds: "portfolio.bonds",
|
||||||
|
issuers: "portfolio.concentration.issuers",
|
||||||
|
sectors: "portfolio.concentration.sectors",
|
||||||
|
stocks: "portfolio.stocks",
|
||||||
|
} as const;
|
||||||
|
|
||||||
|
type RowProps = {
|
||||||
|
color: string;
|
||||||
|
currency: string;
|
||||||
|
index: number;
|
||||||
|
item: ConcentrationItem;
|
||||||
|
logo?: ConcentrationItem["logo"];
|
||||||
|
name: string;
|
||||||
|
};
|
||||||
|
|
||||||
|
const colors = [
|
||||||
|
"#2563eb", "#18a999", "#f59e0b", "#8b5cf6", "#ef6c5b",
|
||||||
|
"#64748b",
|
||||||
|
];
|
||||||
|
|
||||||
|
const PERCENT = 100;
|
||||||
|
const OTHER_START = 6;
|
||||||
|
|
||||||
|
function amountFor(item: ConcentrationItem, currency: string): string {
|
||||||
|
return formatMoney({ currency, value: item.amount });
|
||||||
|
}
|
||||||
|
|
||||||
|
const ConcentrationRow: FC<RowProps> = props => (
|
||||||
|
<li className={classes.row}>
|
||||||
|
<span
|
||||||
|
aria-hidden="true"
|
||||||
|
className={classes.rank}
|
||||||
|
style={{ backgroundColor: props.color }}
|
||||||
|
>
|
||||||
|
{props.index}
|
||||||
|
</span>
|
||||||
|
|
||||||
|
{props.logo && <PositionLogo label={props.name} src={props.logo.src} />}
|
||||||
|
|
||||||
|
<span className={classes.identity}>
|
||||||
|
<span>{props.name}</span>
|
||||||
|
|
||||||
|
{props.logo?.subtitle && (
|
||||||
|
<Text c="dimmed" size="xs">{props.logo.subtitle}</Text>
|
||||||
|
)}
|
||||||
|
|
||||||
|
<span aria-hidden="true" className={classes.bar}>
|
||||||
|
<span style={{
|
||||||
|
backgroundColor: props.color,
|
||||||
|
width: `${props.item.chartValue * PERCENT}%`,
|
||||||
|
}}
|
||||||
|
/>
|
||||||
|
</span>
|
||||||
|
</span>
|
||||||
|
|
||||||
|
<span className={classes.value}>
|
||||||
|
<strong>{amountFor(props.item, props.currency)}</strong>
|
||||||
|
|
||||||
|
<Text c="dimmed" size="sm">{props.item.share}</Text>
|
||||||
|
</span>
|
||||||
|
</li>
|
||||||
|
);
|
||||||
|
|
||||||
|
type TooltipProps = {
|
||||||
|
active?: boolean;
|
||||||
|
payload?: { name?: number | string }[];
|
||||||
|
rows: { amount: string; label: string; share: string }[];
|
||||||
|
};
|
||||||
|
|
||||||
|
function chartCellProps(series: { name: string }, rows: ConcentrationItem[]) {
|
||||||
|
const index = Number(series.name);
|
||||||
|
const item = rows.at(index);
|
||||||
|
|
||||||
|
return {
|
||||||
|
stroke: "white",
|
||||||
|
strokeWidth: 2,
|
||||||
|
...((item?.unknown || (index === rows.length - 1
|
||||||
|
&& item?.key === "__other"))
|
||||||
|
&& { strokeDasharray: "3 2" }),
|
||||||
|
};
|
||||||
|
}
|
||||||
|
|
||||||
|
function rankLabel({ index }: { index: number; percent?: number }) {
|
||||||
|
return String(index + 1);
|
||||||
|
}
|
||||||
|
|
||||||
|
const ChartTooltip: FC<TooltipProps> = (props) => {
|
||||||
|
const row = props.rows[Number(props.payload?.[0]?.name)];
|
||||||
|
if (!row || !props.active) return;
|
||||||
|
|
||||||
|
return (
|
||||||
|
<Paper p="sm" radius="md" shadow="sm">
|
||||||
|
<Text fw={600} size="sm">{row.label}</Text>
|
||||||
|
|
||||||
|
<Text size="sm">{row.amount} · {row.share}</Text>
|
||||||
|
</Paper>
|
||||||
|
);
|
||||||
|
};
|
||||||
|
|
||||||
|
const Concentration: FC<Props> = (props) => {
|
||||||
|
const { t } = useTranslation();
|
||||||
|
const [expanded, setExpanded] = useState(false);
|
||||||
|
const otherId = useId();
|
||||||
|
const chartId = useId();
|
||||||
|
const currency = props.currency ?? "";
|
||||||
|
|
||||||
|
const rows = props.model.other
|
||||||
|
? [...props.model.items, props.model.other]
|
||||||
|
: props.model.items;
|
||||||
|
|
||||||
|
const chartData = rows.map((item, index) => ({
|
||||||
|
color: colors[index % colors.length] ?? colors[0] ?? "blue",
|
||||||
|
name: String(index),
|
||||||
|
value: item.chartValue,
|
||||||
|
}));
|
||||||
|
|
||||||
|
const chartText = [
|
||||||
|
props.model.top5Share && t("portfolio.concentration.top5", {
|
||||||
|
share: props.model.top5Share,
|
||||||
|
}),
|
||||||
|
props.model.total && formatMoney({
|
||||||
|
currency, value: props.model.total,
|
||||||
|
}),
|
||||||
|
...rows.map(item => `${item.label}: ${amountFor(item, currency)}, ${item.share}`),
|
||||||
|
].filter(Boolean).join("; ");
|
||||||
|
|
||||||
|
const slices = [
|
||||||
|
{ label: t("portfolio.stocks"), value: "stocks" },
|
||||||
|
{ label: t("portfolio.bonds"), value: "bonds" },
|
||||||
|
{ label: t("portfolio.concentration.sectors"), value: "sectors" },
|
||||||
|
{ label: t("portfolio.concentration.issuers"), value: "issuers" },
|
||||||
|
];
|
||||||
|
|
||||||
|
// eslint-disable-next-line frontend/readability -- Mantine callback closes over page action.
|
||||||
|
const selectSlice = (value: string) => props.onSliceChange(value as Slice);
|
||||||
|
// eslint-disable-next-line frontend/readability -- Disclosure state belongs to this view.
|
||||||
|
const toggleOther = () => setExpanded(value => !value);
|
||||||
|
|
||||||
|
// eslint-disable-next-line frontend/readability -- Chart callback closes over visible rows.
|
||||||
|
const cellProps = (series: { name: string }) => chartCellProps(series, rows);
|
||||||
|
const pieProps = { isAnimationActive: false, label: rankLabel };
|
||||||
|
|
||||||
|
const tooltipRows = rows.map(item => ({
|
||||||
|
amount: amountFor(item, currency),
|
||||||
|
label: item.label,
|
||||||
|
share: item.share,
|
||||||
|
}));
|
||||||
|
|
||||||
|
const tooltipProps = { content: <ChartTooltip rows={tooltipRows} /> };
|
||||||
|
|
||||||
|
const totalText = props.model.total
|
||||||
|
? formatMoney({ currency, value: props.model.total })
|
||||||
|
: "";
|
||||||
|
|
||||||
|
return (
|
||||||
|
<Stack gap="lg">
|
||||||
|
<Group align="end" justify="space-between">
|
||||||
|
<SegmentedControl
|
||||||
|
aria-label={t("portfolio.concentration.slice")}
|
||||||
|
className={classes.slices}
|
||||||
|
data={slices}
|
||||||
|
onChange={selectSlice}
|
||||||
|
value={props.slice}
|
||||||
|
/>
|
||||||
|
|
||||||
|
{props.model.currencies.length > 1 && (
|
||||||
|
<Select
|
||||||
|
allowDeselect={false}
|
||||||
|
aria-label={t("portfolio.concentration.currency")}
|
||||||
|
data={props.model.currencies}
|
||||||
|
onChange={props.onCurrencyChange}
|
||||||
|
value={props.currency}
|
||||||
|
w={130}
|
||||||
|
/>
|
||||||
|
)}
|
||||||
|
</Group>
|
||||||
|
|
||||||
|
{props.partial && (
|
||||||
|
<Alert role="status">{t("portfolio.concentration.incomplete")}</Alert>
|
||||||
|
)}
|
||||||
|
|
||||||
|
{props.model.empty
|
||||||
|
? (
|
||||||
|
<Stack gap="xs">
|
||||||
|
<Text fw={600}>{t(sliceLabels[props.slice])}
|
||||||
|
{props.currency && ` · ${props.currency}`}
|
||||||
|
</Text>
|
||||||
|
|
||||||
|
<Text>{t("portfolio.concentration.empty")}</Text>
|
||||||
|
</Stack>
|
||||||
|
)
|
||||||
|
: (
|
||||||
|
<Paper className={classes.layout} p="lg" radius="md" withBorder>
|
||||||
|
<Box className={classes.chart}>
|
||||||
|
<DonutChart
|
||||||
|
aria-describedby={chartId}
|
||||||
|
aria-label={t("portfolio.concentration.chart")}
|
||||||
|
cellProps={cellProps}
|
||||||
|
data={chartData}
|
||||||
|
pieProps={pieProps}
|
||||||
|
role="img"
|
||||||
|
size={260}
|
||||||
|
strokeWidth={24}
|
||||||
|
tooltipDataSource="segment"
|
||||||
|
tooltipProps={tooltipProps}
|
||||||
|
/>
|
||||||
|
|
||||||
|
<div aria-hidden="true" className={classes.center}>
|
||||||
|
{props.model.top5Share && (
|
||||||
|
<Text fw={700} size="sm">{t("portfolio.concentration.top5", {
|
||||||
|
share: props.model.top5Share,
|
||||||
|
})}
|
||||||
|
</Text>
|
||||||
|
)}
|
||||||
|
|
||||||
|
<Text fw={700}>{totalText}</Text>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<Text
|
||||||
|
className={classes.srOnly}
|
||||||
|
id={chartId}
|
||||||
|
>
|
||||||
|
{chartText}
|
||||||
|
</Text>
|
||||||
|
</Box>
|
||||||
|
|
||||||
|
<Stack gap="xs">
|
||||||
|
<Title order={3} size="md">{t("portfolio.concentration.title")}</Title>
|
||||||
|
|
||||||
|
<ol className={classes.list}>
|
||||||
|
{props.model.items.map((item, index) => (
|
||||||
|
<ConcentrationRow
|
||||||
|
color={colors[index % colors.length] ?? "blue"}
|
||||||
|
currency={currency}
|
||||||
|
index={index + 1}
|
||||||
|
item={item}
|
||||||
|
key={item.key}
|
||||||
|
logo={item.logo}
|
||||||
|
name={item.label}
|
||||||
|
/>
|
||||||
|
))}
|
||||||
|
</ol>
|
||||||
|
|
||||||
|
{props.model.other && (
|
||||||
|
<>
|
||||||
|
<button
|
||||||
|
aria-controls={otherId}
|
||||||
|
aria-expanded={expanded}
|
||||||
|
className={classes.other}
|
||||||
|
onClick={toggleOther}
|
||||||
|
type="button"
|
||||||
|
>
|
||||||
|
<span>{t("portfolio.concentration.other")} · {t(
|
||||||
|
"portfolio.concentration.otherCount",
|
||||||
|
{ count: props.model.other.count },
|
||||||
|
)}
|
||||||
|
</span>
|
||||||
|
|
||||||
|
<span>{amountFor(props.model.other, currency)} · {
|
||||||
|
props.model.other.share
|
||||||
|
}
|
||||||
|
</span>
|
||||||
|
</button>
|
||||||
|
|
||||||
|
<ol
|
||||||
|
className={classes.list}
|
||||||
|
hidden={!expanded}
|
||||||
|
id={otherId}
|
||||||
|
start={OTHER_START}
|
||||||
|
>
|
||||||
|
{props.model.other.entries.map((item, index) => (
|
||||||
|
<ConcentrationRow
|
||||||
|
color={colors[(index + OTHER_START) % colors.length]
|
||||||
|
?? "blue"}
|
||||||
|
currency={currency}
|
||||||
|
index={index + OTHER_START}
|
||||||
|
item={item}
|
||||||
|
key={item.key}
|
||||||
|
logo={item.logo}
|
||||||
|
name={item.label}
|
||||||
|
/>
|
||||||
|
))}
|
||||||
|
</ol>
|
||||||
|
</>
|
||||||
|
)}
|
||||||
|
</Stack>
|
||||||
|
</Paper>
|
||||||
|
)}
|
||||||
|
|
||||||
|
{props.model.unaccounted > 0 && (
|
||||||
|
<Text c="dimmed" size="sm">{t(
|
||||||
|
"portfolio.concentration.unaccounted",
|
||||||
|
{ count: props.model.unaccounted },
|
||||||
|
)}
|
||||||
|
</Text>
|
||||||
|
)}
|
||||||
|
</Stack>
|
||||||
|
);
|
||||||
|
};
|
||||||
|
|
||||||
|
export { Concentration };
|
||||||
@@ -9,8 +9,8 @@ import type { IncomeSummary as IncomeSummaryData } from "@/entities/income";
|
|||||||
|
|
||||||
import { formatMoney } from "@/shared/lib";
|
import { formatMoney } from "@/shared/lib";
|
||||||
|
|
||||||
type IncomeSummaryProps
|
type IncomeSummaryProps = { moreLabel?: string } & (
|
||||||
= | {
|
| {
|
||||||
state: "empty";
|
state: "empty";
|
||||||
to: string;
|
to: string;
|
||||||
}
|
}
|
||||||
@@ -27,7 +27,8 @@ type IncomeSummaryProps
|
|||||||
| {
|
| {
|
||||||
state: "partial";
|
state: "partial";
|
||||||
to: string;
|
to: string;
|
||||||
};
|
}
|
||||||
|
);
|
||||||
|
|
||||||
const IncomeSummary: FC<IncomeSummaryProps> = (props) => {
|
const IncomeSummary: FC<IncomeSummaryProps> = (props) => {
|
||||||
const { t } = useTranslation();
|
const { t } = useTranslation();
|
||||||
@@ -56,7 +57,7 @@ const IncomeSummary: FC<IncomeSummaryProps> = (props) => {
|
|||||||
<Text c="dimmed">{t("income.summaryEmpty")}</Text>
|
<Text c="dimmed">{t("income.summaryEmpty")}</Text>
|
||||||
|
|
||||||
<Button component={Link} to={props.to} variant="subtle">
|
<Button component={Link} to={props.to} variant="subtle">
|
||||||
{t("income.open")}
|
{props.moreLabel ?? t("income.open")}
|
||||||
</Button>
|
</Button>
|
||||||
</Stack>
|
</Stack>
|
||||||
);
|
);
|
||||||
@@ -75,7 +76,7 @@ const IncomeSummary: FC<IncomeSummaryProps> = (props) => {
|
|||||||
))}
|
))}
|
||||||
|
|
||||||
<Button component={Link} to={props.to} variant="subtle">
|
<Button component={Link} to={props.to} variant="subtle">
|
||||||
{t("income.open")}
|
{props.moreLabel ?? t("income.open")}
|
||||||
</Button>
|
</Button>
|
||||||
</Stack>
|
</Stack>
|
||||||
);
|
);
|
||||||
|
|||||||
@@ -12,11 +12,15 @@ const syntheticPosition
|
|||||||
displayName: "Учебные технологии",
|
displayName: "Учебные технологии",
|
||||||
figi: null,
|
figi: null,
|
||||||
isin: null,
|
isin: null,
|
||||||
|
issuer: null,
|
||||||
logoName: null,
|
logoName: null,
|
||||||
logoSrc: null,
|
logoSrc: null,
|
||||||
quantity: "100",
|
quantity: "100",
|
||||||
|
returnPercent: "25",
|
||||||
|
returnPercentText: "+25,00 %",
|
||||||
returnText: "+5 000 ₽",
|
returnText: "+5 000 ₽",
|
||||||
returnTone: "positive",
|
returnTone: "positive",
|
||||||
|
sector: null,
|
||||||
shareText: "20%",
|
shareText: "20%",
|
||||||
ticker: "DEMO",
|
ticker: "DEMO",
|
||||||
type: "STOCK",
|
type: "STOCK",
|
||||||
@@ -73,6 +77,8 @@ export const BondLoss: Story
|
|||||||
"Учебные облигации для долгосрочных накоплений, выпуск 2030",
|
"Учебные облигации для долгосрочных накоплений, выпуск 2030",
|
||||||
isin: "DEMO-BOND-2030",
|
isin: "DEMO-BOND-2030",
|
||||||
quantity: "10",
|
quantity: "10",
|
||||||
|
returnPercent: "-5",
|
||||||
|
returnPercentText: "-5,00 %",
|
||||||
returnText: "−500 ₽",
|
returnText: "−500 ₽",
|
||||||
returnTone: "negative",
|
returnTone: "negative",
|
||||||
shareText: "7,6%",
|
shareText: "7,6%",
|
||||||
@@ -123,6 +129,8 @@ export const MissingValuation: Story
|
|||||||
averagePurchasePrice: null,
|
averagePurchasePrice: null,
|
||||||
currentValue: null,
|
currentValue: null,
|
||||||
displayName: "Учебная позиция без текущей оценки",
|
displayName: "Учебная позиция без текущей оценки",
|
||||||
|
returnPercent: null,
|
||||||
|
returnPercentText: null,
|
||||||
returnText: null,
|
returnText: null,
|
||||||
returnTone: undefined,
|
returnTone: undefined,
|
||||||
shareText: null,
|
shareText: null,
|
||||||
|
|||||||
@@ -6,7 +6,10 @@ import { Link } from "react-router";
|
|||||||
|
|
||||||
import { formatMoney } from "@/shared/lib";
|
import { formatMoney } from "@/shared/lib";
|
||||||
|
|
||||||
import type { AccountPagePosition, AccountPagePositionSection } from "../../../../model/positions";
|
import type {
|
||||||
|
AccountPagePosition,
|
||||||
|
AccountPagePositionSection,
|
||||||
|
} from "../../../../model/positions";
|
||||||
|
|
||||||
import classes from "../../AccountPage.module.css";
|
import classes from "../../AccountPage.module.css";
|
||||||
import { PositionLogo } from "../PositionLogo.view";
|
import { PositionLogo } from "../PositionLogo.view";
|
||||||
@@ -26,8 +29,15 @@ const PositionCard: FC<PositionCardProps> = (props) => {
|
|||||||
: undefined;
|
: undefined;
|
||||||
|
|
||||||
let returnText = position.returnText;
|
let returnText = position.returnText;
|
||||||
if (returnText && !isExpanded)
|
|
||||||
|
if (returnText && position.returnPercentText) {
|
||||||
|
returnText += ` · ${position.returnPercentText}`;
|
||||||
|
}
|
||||||
|
|
||||||
|
if (returnText && !isExpanded) {
|
||||||
returnText = t("portfolio.return", { value: returnText });
|
returnText = t("portfolio.return", { value: returnText });
|
||||||
|
}
|
||||||
|
|
||||||
const instrumentTo = position.instrumentTo;
|
const instrumentTo = position.instrumentTo;
|
||||||
|
|
||||||
const identifier
|
const identifier
|
||||||
|
|||||||
@@ -6,7 +6,10 @@ import { Link } from "react-router";
|
|||||||
|
|
||||||
import { formatMoney } from "@/shared/lib";
|
import { formatMoney } from "@/shared/lib";
|
||||||
|
|
||||||
import type { AccountPagePositionGroup, AccountPagePositionSection } from "../../../model/positions";
|
import type {
|
||||||
|
AccountPagePositionGroup,
|
||||||
|
AccountPagePositionSection,
|
||||||
|
} from "../../../model/positions";
|
||||||
|
|
||||||
import classes from "../AccountPage.module.css";
|
import classes from "../AccountPage.module.css";
|
||||||
import { PositionLogo } from "./PositionLogo.view";
|
import { PositionLogo } from "./PositionLogo.view";
|
||||||
@@ -60,6 +63,16 @@ const PositionGroupCard: FC<PositionGroupCardProps> = (props) => {
|
|||||||
? classes[position.returnTone]
|
? classes[position.returnTone]
|
||||||
: undefined;
|
: undefined;
|
||||||
|
|
||||||
|
const returnPercent = position.returnPercentText
|
||||||
|
? ` · ${position.returnPercentText}`
|
||||||
|
: "";
|
||||||
|
|
||||||
|
const returnValue = `${position.returnText ?? ""}${returnPercent}`;
|
||||||
|
|
||||||
|
const returnText = kind === "other"
|
||||||
|
? t("portfolio.return", { value: returnValue })
|
||||||
|
: returnValue;
|
||||||
|
|
||||||
return (
|
return (
|
||||||
<Stack
|
<Stack
|
||||||
className={classes.accountPosition}
|
className={classes.accountPosition}
|
||||||
@@ -89,9 +102,7 @@ const PositionGroupCard: FC<PositionGroupCardProps> = (props) => {
|
|||||||
|
|
||||||
{!!position.returnText && (
|
{!!position.returnText && (
|
||||||
<Text className={appearanceClass} size="sm">
|
<Text className={appearanceClass} size="sm">
|
||||||
{kind === "other"
|
{returnText}
|
||||||
? t("portfolio.return", { value: position.returnText })
|
|
||||||
: position.returnText}
|
|
||||||
</Text>
|
</Text>
|
||||||
)}
|
)}
|
||||||
</Group>
|
</Group>
|
||||||
|
|||||||
@@ -5,11 +5,18 @@ import { LoadingSkeleton } from "@wealthledger/ui";
|
|||||||
import { useTranslation } from "react-i18next";
|
import { useTranslation } from "react-i18next";
|
||||||
import { Link } from "react-router";
|
import { Link } from "react-router";
|
||||||
|
|
||||||
import { LedgerEntryRow } from "@/entities/broker-operation";
|
import {
|
||||||
|
brokerageOperationGroupKey,
|
||||||
|
LedgerEntryRow,
|
||||||
|
OperationGroup,
|
||||||
|
} from "@/entities/broker-operation";
|
||||||
|
import { groupItems } from "@/shared/lib";
|
||||||
|
|
||||||
import type { AccountPageRecentOperations } from "../../../model/previews";
|
import type { AccountPageRecentOperations } from "../../../model/previews";
|
||||||
|
|
||||||
type RecentOperationsProps = {
|
type RecentOperationsProps = {
|
||||||
|
allAccounts?: boolean;
|
||||||
|
moreLabel?: string;
|
||||||
operations: AccountPageRecentOperations;
|
operations: AccountPageRecentOperations;
|
||||||
};
|
};
|
||||||
|
|
||||||
@@ -31,20 +38,44 @@ const RecentOperations: FC<RecentOperationsProps> = (props) => {
|
|||||||
|
|
||||||
{operations.state === "partial" && <Text role="status">{t("investment.partial")}</Text>}
|
{operations.state === "partial" && <Text role="status">{t("investment.partial")}</Text>}
|
||||||
|
|
||||||
{(operations.state === "loaded" || operations.state === "partial")
|
{(operations.state === "loaded" || operations.state === "partial") && (
|
||||||
&& operations.items.map(operation => (
|
<Stack
|
||||||
<LedgerEntryRow
|
component="ul"
|
||||||
key={JSON.stringify([
|
gap="sm"
|
||||||
operation.account?.id,
|
m={0}
|
||||||
operation.id,
|
p={0}
|
||||||
operation.logoName,
|
style={{ listStyle: "none" }}
|
||||||
])}
|
>
|
||||||
operation={operation}
|
{groupItems(
|
||||||
/>
|
operations.items.map(operation => ({
|
||||||
))}
|
key: JSON.stringify([
|
||||||
|
operation.account?.id,
|
||||||
|
operation.id,
|
||||||
|
operation.logoName,
|
||||||
|
]),
|
||||||
|
operation,
|
||||||
|
})),
|
||||||
|
entry => props.allAccounts
|
||||||
|
? brokerageOperationGroupKey(entry.operation)
|
||||||
|
: null,
|
||||||
|
).map(entry => entry.type === "group"
|
||||||
|
? (
|
||||||
|
<OperationGroup
|
||||||
|
entries={entry.items}
|
||||||
|
key={entry.key}
|
||||||
|
totalVisible={operations.totalVisible === true}
|
||||||
|
/>
|
||||||
|
)
|
||||||
|
: (
|
||||||
|
<li key={entry.item.key}>
|
||||||
|
<LedgerEntryRow operation={entry.item.operation} />
|
||||||
|
</li>
|
||||||
|
))}
|
||||||
|
</Stack>
|
||||||
|
)}
|
||||||
|
|
||||||
<Button component={Link} to={operations.to} variant="subtle">
|
<Button component={Link} to={operations.to} variant="subtle">
|
||||||
{t("ledger.open")}
|
{props.moreLabel ?? t("ledger.open")}
|
||||||
</Button>
|
</Button>
|
||||||
</Stack>
|
</Stack>
|
||||||
);
|
);
|
||||||
|
|||||||
@@ -36,6 +36,8 @@ describe("Positions grouped by security", () => {
|
|||||||
).toHaveAttribute("href", "/accounts/a");
|
).toHaveAttribute("href", "/accounts/a");
|
||||||
expect(within(rows[0]).getByText("Количество: 1.25")).toBeInTheDocument();
|
expect(within(rows[0]).getByText("Количество: 1.25")).toBeInTheDocument();
|
||||||
expect(within(rows[0]).getByText("375 ₽")).toBeInTheDocument();
|
expect(within(rows[0]).getByText("375 ₽")).toBeInTheDocument();
|
||||||
|
expect(within(rows[0]).getByText("+25 ₽ · +7,14 %"))
|
||||||
|
.toBeInTheDocument();
|
||||||
expect(
|
expect(
|
||||||
within(rows[0]).getByText("Средняя цена: 280 ₽"),
|
within(rows[0]).getByText("Средняя цена: 280 ₽"),
|
||||||
).toBeInTheDocument();
|
).toBeInTheDocument();
|
||||||
|
|||||||
@@ -37,10 +37,14 @@ it("keeps expanded positions vertical while other positions adapt to the viewpor
|
|||||||
displayName: `Инструмент ${index}`,
|
displayName: `Инструмент ${index}`,
|
||||||
figi: null,
|
figi: null,
|
||||||
isin: null,
|
isin: null,
|
||||||
|
issuer: null,
|
||||||
logoName: null,
|
logoName: null,
|
||||||
logoSrc: null,
|
logoSrc: null,
|
||||||
quantity: "10",
|
quantity: "10",
|
||||||
|
returnPercent: null,
|
||||||
|
returnPercentText: null,
|
||||||
returnText: null,
|
returnText: null,
|
||||||
|
sector: null,
|
||||||
shareText: null,
|
shareText: null,
|
||||||
ticker: null,
|
ticker: null,
|
||||||
type: kind === "stocks" ? "STOCK" : otherType,
|
type: kind === "stocks" ? "STOCK" : otherType,
|
||||||
|
|||||||
@@ -31,6 +31,19 @@ function configureTestAuth() {
|
|||||||
});
|
});
|
||||||
}
|
}
|
||||||
|
|
||||||
|
function portfolioSummary(totals: { currency: string; value: string }[]) {
|
||||||
|
return {
|
||||||
|
bondPositionCount: 1,
|
||||||
|
cashBalances: [],
|
||||||
|
fundPositionCount: 0,
|
||||||
|
stockPositionCount: 0,
|
||||||
|
structure: { currencies: [], unvaluedCategories: [] },
|
||||||
|
totalPositionCount: 1,
|
||||||
|
totalsByCurrency: totals,
|
||||||
|
unrealizedReturnByCurrency: [],
|
||||||
|
};
|
||||||
|
}
|
||||||
|
|
||||||
function renderPage(queryClient: QueryClient) {
|
function renderPage(queryClient: QueryClient) {
|
||||||
configureTestAuth();
|
configureTestAuth();
|
||||||
|
|
||||||
@@ -46,6 +59,65 @@ function renderPage(queryClient: QueryClient) {
|
|||||||
}
|
}
|
||||||
|
|
||||||
describe("AccountsPage", () => {
|
describe("AccountsPage", () => {
|
||||||
|
it("summarizes currencies separately and reports excluded accounts", async () => {
|
||||||
|
server.use(http.get("*/api/v1/brokerage-accounts", () =>
|
||||||
|
HttpResponse.json(resource([
|
||||||
|
{
|
||||||
|
...account,
|
||||||
|
portfolioSummary: portfolioSummary([
|
||||||
|
{ currency: "RUB", value: "100.10" },
|
||||||
|
{ currency: "USD", value: "20" },
|
||||||
|
]),
|
||||||
|
},
|
||||||
|
{
|
||||||
|
...account,
|
||||||
|
id: "account-2",
|
||||||
|
name: "Второй",
|
||||||
|
portfolioSummary: portfolioSummary([
|
||||||
|
{ currency: "RUB", value: "50.20" },
|
||||||
|
]),
|
||||||
|
},
|
||||||
|
{
|
||||||
|
...account,
|
||||||
|
id: "account-3",
|
||||||
|
name: "Без сводки",
|
||||||
|
portfolioSummary: null,
|
||||||
|
},
|
||||||
|
{
|
||||||
|
...account,
|
||||||
|
id: "account-4",
|
||||||
|
name: "Только деньги",
|
||||||
|
portfolioSummary: {
|
||||||
|
...portfolioSummary([{ currency: "RUB", value: "25" }]),
|
||||||
|
bondPositionCount: 0,
|
||||||
|
cashBalances: [{ currency: "RUB", value: "25" }],
|
||||||
|
totalPositionCount: 0,
|
||||||
|
},
|
||||||
|
},
|
||||||
|
{
|
||||||
|
...account,
|
||||||
|
id: "account-5",
|
||||||
|
name: "Без сумм",
|
||||||
|
portfolioSummary: {
|
||||||
|
...portfolioSummary([]),
|
||||||
|
totalPositionCount: 0,
|
||||||
|
},
|
||||||
|
},
|
||||||
|
])),
|
||||||
|
));
|
||||||
|
const client = createTestQueryClient();
|
||||||
|
|
||||||
|
renderPage(client);
|
||||||
|
|
||||||
|
expect(await screen.findByText("175,30 ₽")).toBeInTheDocument();
|
||||||
|
expect(screen.getAllByText("20,00 USD")).not.toHaveLength(0);
|
||||||
|
expect(screen.getByText("5 счетов")).toBeInTheDocument();
|
||||||
|
expect(screen.getByText("Нет текущих сумм")).toBeInTheDocument();
|
||||||
|
expect(screen.getByText(
|
||||||
|
"Ещё 1 счёт не включён: нет актуального портфеля",
|
||||||
|
)).toBeInTheDocument();
|
||||||
|
});
|
||||||
|
|
||||||
it("loads accounts after retrying an initial HTTP failure", async () => {
|
it("loads accounts after retrying an initial HTTP failure", async () => {
|
||||||
const modes: (null | string)[] = [];
|
const modes: (null | string)[] = [];
|
||||||
server.use(
|
server.use(
|
||||||
|
|||||||
@@ -1,6 +1,6 @@
|
|||||||
import type { FC } from "react";
|
import type { FC } from "react";
|
||||||
|
|
||||||
import { Button, Stack, Text, Title } from "@mantine/core";
|
import { Button, SimpleGrid, Stack, Text, Title } from "@mantine/core";
|
||||||
import { useTranslation } from "react-i18next";
|
import { useTranslation } from "react-i18next";
|
||||||
import { Link } from "react-router";
|
import { Link } from "react-router";
|
||||||
|
|
||||||
@@ -10,15 +10,82 @@ import {
|
|||||||
type BrokerageAccountCard,
|
type BrokerageAccountCard,
|
||||||
BrokerageAccountList,
|
BrokerageAccountList,
|
||||||
} from "@/entities/brokerage-account";
|
} from "@/entities/brokerage-account";
|
||||||
|
import { formatMoney } from "@/shared/lib";
|
||||||
import { SourceSyncStatus } from "@/shared/ui";
|
import { SourceSyncStatus } from "@/shared/ui";
|
||||||
|
|
||||||
|
const DECIMAL_BASE = 10n;
|
||||||
|
const DECIMAL_PART_COUNT = 2;
|
||||||
|
const ZERO = 0n;
|
||||||
|
|
||||||
type AccountsPageLoadedProps = {
|
type AccountsPageLoadedProps = {
|
||||||
accounts: BrokerageAccountCard[];
|
accounts: BrokerageAccountCard[];
|
||||||
meta: InvestmentResourceMeta;
|
meta: InvestmentResourceMeta;
|
||||||
};
|
};
|
||||||
|
|
||||||
|
type Money = { currency: string; value: string };
|
||||||
|
|
||||||
|
function accountTotals(accounts: BrokerageAccountCard[]) {
|
||||||
|
const values = new Map<string, string[]>();
|
||||||
|
let excludedCount = 0;
|
||||||
|
|
||||||
|
for (const { summary } of accounts) {
|
||||||
|
if (summary.state === "empty") continue;
|
||||||
|
|
||||||
|
if (summary.state === "unavailable") {
|
||||||
|
excludedCount += 1;
|
||||||
|
continue;
|
||||||
|
}
|
||||||
|
|
||||||
|
for (const total of summary.portfolio.totalsByCurrency) {
|
||||||
|
values.set(total.currency, [
|
||||||
|
...values.get(total.currency) ?? [],
|
||||||
|
total.value,
|
||||||
|
]);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
const totals: Money[] = Array.from(values, ([currency, amounts]) => ({
|
||||||
|
currency,
|
||||||
|
value: sumDecimals(amounts),
|
||||||
|
}));
|
||||||
|
|
||||||
|
return { excludedCount, totals };
|
||||||
|
}
|
||||||
|
|
||||||
|
function sumDecimals(values: string[]) {
|
||||||
|
const scale = Math.max(
|
||||||
|
0,
|
||||||
|
...values.map(value =>
|
||||||
|
value.split(".", DECIMAL_PART_COUNT)[1]?.length ?? 0),
|
||||||
|
);
|
||||||
|
|
||||||
|
const factor = DECIMAL_BASE ** BigInt(scale);
|
||||||
|
let sum = ZERO;
|
||||||
|
|
||||||
|
for (const value of values) {
|
||||||
|
const isNegative = value.startsWith("-");
|
||||||
|
|
||||||
|
const [integer = "0", fraction = ""] = (isNegative
|
||||||
|
? value.slice(1)
|
||||||
|
: value).split(".", DECIMAL_PART_COUNT);
|
||||||
|
|
||||||
|
const units = BigInt(integer) * factor
|
||||||
|
+ BigInt(fraction.padEnd(scale, "0") || "0");
|
||||||
|
|
||||||
|
sum += isNegative ? -units : units;
|
||||||
|
}
|
||||||
|
|
||||||
|
const isNegative = sum < ZERO;
|
||||||
|
const digits = (isNegative ? -sum : sum).toString().padStart(scale + 1, "0");
|
||||||
|
const integer = scale ? digits.slice(0, -scale) : digits;
|
||||||
|
const fraction = scale ? `.${digits.slice(-scale)}` : "";
|
||||||
|
|
||||||
|
return `${isNegative ? "-" : ""}${integer}${fraction}`;
|
||||||
|
}
|
||||||
|
|
||||||
const AccountsPageLoaded: FC<AccountsPageLoadedProps> = (props) => {
|
const AccountsPageLoaded: FC<AccountsPageLoadedProps> = (props) => {
|
||||||
const { t } = useTranslation();
|
const { t } = useTranslation();
|
||||||
|
const { excludedCount, totals } = accountTotals(props.accounts);
|
||||||
|
|
||||||
return (
|
return (
|
||||||
<Stack gap="lg">
|
<Stack gap="lg">
|
||||||
@@ -28,6 +95,37 @@ const AccountsPageLoaded: FC<AccountsPageLoadedProps> = (props) => {
|
|||||||
<Text c="dimmed" size="sm">
|
<Text c="dimmed" size="sm">
|
||||||
{t("accounts.subtitle")}
|
{t("accounts.subtitle")}
|
||||||
</Text>
|
</Text>
|
||||||
|
</Stack>
|
||||||
|
|
||||||
|
<Stack gap="xs">
|
||||||
|
<SimpleGrid cols={{ base: 1, xs: 2 }} spacing="xs">
|
||||||
|
<Stack gap={4}>
|
||||||
|
<Text c="dimmed" size="sm">
|
||||||
|
{t("accounts.currentValue")}
|
||||||
|
</Text>
|
||||||
|
|
||||||
|
{totals.length > 0
|
||||||
|
? totals.map(total => (
|
||||||
|
<Text fw={700} key={total.currency} size="lg">
|
||||||
|
{formatMoney(total, { withRoundedCents: true })}
|
||||||
|
</Text>
|
||||||
|
))
|
||||||
|
: <Text c="dimmed">{t("accounts.summaryNoTotals")}</Text>}
|
||||||
|
</Stack>
|
||||||
|
|
||||||
|
<Stack gap={4}>
|
||||||
|
<Text fw={600}>{t("accounts.count", {
|
||||||
|
count: props.accounts.length,
|
||||||
|
})}
|
||||||
|
</Text>
|
||||||
|
|
||||||
|
{excludedCount > 0 && (
|
||||||
|
<Text c="dimmed" size="sm">
|
||||||
|
{t("accounts.summaryExcluded", { count: excludedCount })}
|
||||||
|
</Text>
|
||||||
|
)}
|
||||||
|
</Stack>
|
||||||
|
</SimpleGrid>
|
||||||
|
|
||||||
<SourceSyncStatus
|
<SourceSyncStatus
|
||||||
lastAttempt={props.meta.lastAttempt}
|
lastAttempt={props.meta.lastAttempt}
|
||||||
|
|||||||
@@ -413,7 +413,9 @@ describe("stock page", () => {
|
|||||||
expect(await screen.findByText("Продажа")).toBeVisible();
|
expect(await screen.findByText("Продажа")).toBeVisible();
|
||||||
expect(screen.getByText("2 шт.")).toBeVisible();
|
expect(screen.getByText("2 шт.")).toBeVisible();
|
||||||
expect(screen.getByText("Цена: 100 ₽")).toBeVisible();
|
expect(screen.getByText("Цена: 100 ₽")).toBeVisible();
|
||||||
expect(screen.getByText(/02.01.2022, 10:00 UTC/)).toBeVisible();
|
const snapshotTime = new Intl.DateTimeFormat("ru-RU", { dateStyle: "short", timeStyle: "short" });
|
||||||
|
const operationTime = snapshotTime.format(new Date("2022-01-02T10:00:00Z"));
|
||||||
|
expect(screen.getByText(operationTime, { exact: false })).toBeVisible();
|
||||||
expect(
|
expect(
|
||||||
requests.some(
|
requests.some(
|
||||||
url =>
|
url =>
|
||||||
|
|||||||
@@ -93,7 +93,9 @@ describe("stock search", () => {
|
|||||||
expect(
|
expect(
|
||||||
await screen.findByRole("link", { name: /Сбербанк/ }),
|
await screen.findByRole("link", { name: /Сбербанк/ }),
|
||||||
).toHaveAttribute("href", "/stocks/e6123145-9665-43e0-8413-cd61b8aa9b13");
|
).toHaveAttribute("href", "/stocks/e6123145-9665-43e0-8413-cd61b8aa9b13");
|
||||||
expect(screen.getByText("Список получен 10.10.2026, 10:00")).toBeVisible();
|
const snapshotTime = new Intl.DateTimeFormat("ru-RU", { dateStyle: "short", timeStyle: "short" });
|
||||||
|
const fetchedAt = snapshotTime.format(new Date("2026-10-10T10:00:00Z"));
|
||||||
|
expect(screen.getByText(`Список получен ${fetchedAt}`)).toBeVisible();
|
||||||
expect(screen.getByText("Лот: 10 шт.")).toBeVisible();
|
expect(screen.getByText("Лот: 10 шт.")).toBeVisible();
|
||||||
expect(screen.getByText("ISIN: RU0009029540")).toBeVisible();
|
expect(screen.getByText("ISIN: RU0009029540")).toBeVisible();
|
||||||
expect(screen.getAllByText("Мосбиржа")[0]).toBeVisible();
|
expect(screen.getAllByText("Мосбиржа")[0]).toBeVisible();
|
||||||
|
|||||||
@@ -67,6 +67,25 @@ describe("apiClient authentication", () => {
|
|||||||
expect(clear).toHaveBeenCalledOnce();
|
expect(clear).toHaveBeenCalledOnce();
|
||||||
});
|
});
|
||||||
|
|
||||||
|
it("keeps the session when refresh failed because the server was unreachable", async () => {
|
||||||
|
const clear = vi.fn();
|
||||||
|
server.use(
|
||||||
|
http.get("*/api/v1/brokerage-accounts", () =>
|
||||||
|
HttpResponse.json({ code: "UNAUTHORIZED" }, { status: 401 }),
|
||||||
|
),
|
||||||
|
);
|
||||||
|
configureAuthClient({
|
||||||
|
accessToken: () => "expired",
|
||||||
|
clear,
|
||||||
|
refresh: () => Promise.resolve(false),
|
||||||
|
unavailable: () => true,
|
||||||
|
});
|
||||||
|
|
||||||
|
await apiClient.GET("/api/v1/brokerage-accounts");
|
||||||
|
|
||||||
|
expect(clear).not.toHaveBeenCalled();
|
||||||
|
});
|
||||||
|
|
||||||
it("does not attach Bearer auth to authentication endpoints", async () => {
|
it("does not attach Bearer auth to authentication endpoints", async () => {
|
||||||
let authorization: null | string
|
let authorization: null | string
|
||||||
|
|
||||||
@@ -266,7 +285,11 @@ describe("apiClient transient read recovery", () => {
|
|||||||
http.get("*/api/v1/brokerage-accounts", () => {
|
http.get("*/api/v1/brokerage-accounts", () => {
|
||||||
requests += 1;
|
requests += 1;
|
||||||
|
|
||||||
return HttpResponse.json({ code: "FORBIDDEN" }, { status });
|
// Any non-transient code; status alone must prevent the retry.
|
||||||
|
return HttpResponse.json(
|
||||||
|
{ code: "INTERNAL_SERVER_ERROR", status },
|
||||||
|
{ status },
|
||||||
|
);
|
||||||
}),
|
}),
|
||||||
);
|
);
|
||||||
configureAuthClient({
|
configureAuthClient({
|
||||||
|
|||||||
@@ -32,6 +32,10 @@ type AuthHandlers = {
|
|||||||
clear: () => void;
|
clear: () => void;
|
||||||
generation?: () => number;
|
generation?: () => number;
|
||||||
refresh: () => Promise<boolean>;
|
refresh: () => Promise<boolean>;
|
||||||
|
/**
|
||||||
|
True after a refresh failed transiently (network/5xx): the session is not proven gone.
|
||||||
|
*/
|
||||||
|
unavailable?: () => boolean;
|
||||||
};
|
};
|
||||||
|
|
||||||
type ReadAttempt = {
|
type ReadAttempt = {
|
||||||
@@ -100,7 +104,8 @@ async function authenticatedFetch(request: Request): Promise<Response> {
|
|||||||
if (!isCurrent()) throw new DOMException("Session changed", "AbortError");
|
if (!isCurrent()) throw new DOMException("Session changed", "AbortError");
|
||||||
|
|
||||||
if (!(await sessionState.handlers.refresh())) {
|
if (!(await sessionState.handlers.refresh())) {
|
||||||
if (isCurrent()) sessionState.handlers.clear();
|
if (isCurrent() && !sessionState.handlers.unavailable?.())
|
||||||
|
sessionState.handlers.clear();
|
||||||
|
|
||||||
return response;
|
return response;
|
||||||
}
|
}
|
||||||
@@ -161,7 +166,6 @@ function isNetworkFailure(error: unknown): boolean {
|
|||||||
|
|
||||||
function isPermanentCode(code?: string): boolean {
|
function isPermanentCode(code?: string): boolean {
|
||||||
return [
|
return [
|
||||||
ApiErrorCode.Forbidden,
|
|
||||||
ApiErrorCode.InvalidTbankToken,
|
ApiErrorCode.InvalidTbankToken,
|
||||||
ApiErrorCode.NotFound,
|
ApiErrorCode.NotFound,
|
||||||
ApiErrorCode.TbankNotConnected,
|
ApiErrorCode.TbankNotConnected,
|
||||||
|
|||||||
Vendored
+55
-27
@@ -731,8 +731,11 @@ export interface components {
|
|||||||
ProblemDetailsDto: {
|
ProblemDetailsDto: {
|
||||||
/** @example 401 */
|
/** @example 401 */
|
||||||
status: number;
|
status: number;
|
||||||
/** @example UNAUTHORIZED */
|
/**
|
||||||
code: string;
|
* @example UNAUTHORIZED
|
||||||
|
* @enum {string}
|
||||||
|
*/
|
||||||
|
code: "BAD_REQUEST" | "INTERNAL_SERVER_ERROR" | "NOT_FOUND" | "UNAUTHORIZED" | "UNSUPPORTED_MEDIA_TYPE" | "VALIDATION_ERROR" | "EMAIL_ALREADY_REGISTERED" | "INVALID_CREDENTIALS" | "INVALID_OPERATIONS_CURSOR" | "BOND_HISTORY_START_UNAVAILABLE" | "BOND_TICKER_AMBIGUOUS" | "STOCK_HISTORY_START_UNAVAILABLE" | "STOCK_TICKER_AMBIGUOUS" | "INVALID_TBANK_TOKEN" | "TBANK_NOT_CONNECTED" | "TBANK_UNAVAILABLE" | "BANK_CARD_ARCHIVED" | "BANK_DEPENDENT_REFUNDS" | "BANK_DUPLICATE_CATEGORY" | "BANK_IMMUTABLE_OPERATION" | "BANK_INTENT_CONFLICT" | "BANK_INVALID_DATE" | "BANK_INVALID_INPUT" | "BANK_INVALID_MONEY" | "BANK_INVALID_REFUND" | "BANK_NOT_FOUND" | "BANK_OPENING_DATE_CONFLICT" | "BANK_OPERATION_DELETED" | "BANK_REFUND_LIMIT" | "BANK_VERSION_CONFLICT" | "BANK_WRITE_CONFLICT" | "MOEX_UNAVAILABLE" | "NCR_UNAVAILABLE" | "INVALID_EVENTS_PERIOD" | "INVALID_INCOME_PERIOD";
|
||||||
/**
|
/**
|
||||||
* @example [
|
* @example [
|
||||||
* {
|
* {
|
||||||
@@ -909,12 +912,54 @@ export interface components {
|
|||||||
version: number;
|
version: number;
|
||||||
archived?: boolean;
|
archived?: boolean;
|
||||||
};
|
};
|
||||||
|
PortfolioStructureCategoryDto: {
|
||||||
|
/** @enum {string} */
|
||||||
|
type: "STOCK" | "BOND" | "OTHER" | "CASH";
|
||||||
|
/** @description Exact known value as a decimal string. */
|
||||||
|
value: string;
|
||||||
|
/** @description Percentage including cash, rounded to six decimal places. Null for incomplete, negative or zero-total compositions. */
|
||||||
|
sharePercent: string | null;
|
||||||
|
};
|
||||||
|
PortfolioStructureCurrencyDto: {
|
||||||
|
currency: string;
|
||||||
|
totalValue: string;
|
||||||
|
/** @description Any negative constituent, even if netted positive. */
|
||||||
|
hasNegativeValues: boolean;
|
||||||
|
categories: components["schemas"]["PortfolioStructureCategoryDto"][];
|
||||||
|
};
|
||||||
|
PortfolioUnvaluedCategoryDto: {
|
||||||
|
/** @enum {string} */
|
||||||
|
type: "STOCK" | "BOND" | "OTHER";
|
||||||
|
count: number;
|
||||||
|
};
|
||||||
|
PortfolioStructureDto: {
|
||||||
|
currencies: components["schemas"]["PortfolioStructureCurrencyDto"][];
|
||||||
|
/** @description Positions without current value and known valuation currency. Shares are unavailable across all currencies when nonempty. */
|
||||||
|
unvaluedCategories: components["schemas"]["PortfolioUnvaluedCategoryDto"][];
|
||||||
|
};
|
||||||
|
UnrealizedReturnDto: {
|
||||||
|
currency: string;
|
||||||
|
/** @example 12.345678901 */
|
||||||
|
absolute: string;
|
||||||
|
/** @example 100.00 */
|
||||||
|
costBasis: string;
|
||||||
|
/** @example 12.34 */
|
||||||
|
percent: string | null;
|
||||||
|
partial: boolean;
|
||||||
|
};
|
||||||
PortfolioSummaryDto: {
|
PortfolioSummaryDto: {
|
||||||
totalsByCurrency: components["schemas"]["MoneyDto"][];
|
totalsByCurrency: components["schemas"]["MoneyDto"][];
|
||||||
|
cashBalances: components["schemas"]["MoneyDto"][];
|
||||||
|
structure: components["schemas"]["PortfolioStructureDto"];
|
||||||
|
unrealizedReturnByCurrency: components["schemas"]["UnrealizedReturnDto"][];
|
||||||
/** @description Number of non-zero stock positions, not the number of units. */
|
/** @description Number of non-zero stock positions, not the number of units. */
|
||||||
stockPositionCount: number;
|
stockPositionCount: number;
|
||||||
/** @description Number of non-zero bond positions, not the number of units. */
|
/** @description Number of non-zero bond positions, not the number of units. */
|
||||||
bondPositionCount: number;
|
bondPositionCount: number;
|
||||||
|
/** @description Number of non-zero fund positions, not the number of units. */
|
||||||
|
fundPositionCount: number;
|
||||||
|
/** @description Number of all non-zero positions, not the number of units. */
|
||||||
|
totalPositionCount: number;
|
||||||
};
|
};
|
||||||
BrokerageAccountDto: {
|
BrokerageAccountDto: {
|
||||||
id: string;
|
id: string;
|
||||||
@@ -1011,6 +1056,10 @@ export interface components {
|
|||||||
id: string;
|
id: string;
|
||||||
name: string;
|
name: string;
|
||||||
};
|
};
|
||||||
|
PortfolioIssuerDto: {
|
||||||
|
id: string;
|
||||||
|
name: string;
|
||||||
|
};
|
||||||
PortfolioPositionDto: {
|
PortfolioPositionDto: {
|
||||||
instrumentUid?: string | null;
|
instrumentUid?: string | null;
|
||||||
account?: components["schemas"]["AccountReferenceDto"];
|
account?: components["schemas"]["AccountReferenceDto"];
|
||||||
@@ -1025,31 +1074,8 @@ export interface components {
|
|||||||
isin: string | null;
|
isin: string | null;
|
||||||
ticker: string | null;
|
ticker: string | null;
|
||||||
logoName: string | null;
|
logoName: string | null;
|
||||||
};
|
sector: string | null;
|
||||||
PortfolioStructureCategoryDto: {
|
issuer: components["schemas"]["PortfolioIssuerDto"] | null;
|
||||||
/** @enum {string} */
|
|
||||||
type: "STOCK" | "BOND" | "OTHER" | "CASH";
|
|
||||||
/** @description Exact known value as a decimal string. */
|
|
||||||
value: string;
|
|
||||||
/** @description Percentage including cash, rounded to six decimal places. Null for incomplete, negative or zero-total compositions. */
|
|
||||||
sharePercent: string | null;
|
|
||||||
};
|
|
||||||
PortfolioStructureCurrencyDto: {
|
|
||||||
currency: string;
|
|
||||||
totalValue: string;
|
|
||||||
/** @description Any negative constituent, even if netted positive. */
|
|
||||||
hasNegativeValues: boolean;
|
|
||||||
categories: components["schemas"]["PortfolioStructureCategoryDto"][];
|
|
||||||
};
|
|
||||||
PortfolioUnvaluedCategoryDto: {
|
|
||||||
/** @enum {string} */
|
|
||||||
type: "STOCK" | "BOND" | "OTHER";
|
|
||||||
count: number;
|
|
||||||
};
|
|
||||||
PortfolioStructureDto: {
|
|
||||||
currencies: components["schemas"]["PortfolioStructureCurrencyDto"][];
|
|
||||||
/** @description Positions without current value and known valuation currency. Shares are unavailable across all currencies when nonempty. */
|
|
||||||
unvaluedCategories: components["schemas"]["PortfolioUnvaluedCategoryDto"][];
|
|
||||||
};
|
};
|
||||||
PortfolioDto: {
|
PortfolioDto: {
|
||||||
/** Format: date-time */
|
/** Format: date-time */
|
||||||
@@ -1363,6 +1389,8 @@ export interface components {
|
|||||||
isin: string | null;
|
isin: string | null;
|
||||||
ticker: string | null;
|
ticker: string | null;
|
||||||
logoName: string | null;
|
logoName: string | null;
|
||||||
|
sector: string | null;
|
||||||
|
issuer: components["schemas"]["PortfolioIssuerDto"] | null;
|
||||||
returnPercent: string | null;
|
returnPercent: string | null;
|
||||||
};
|
};
|
||||||
StockPositionDto: {
|
StockPositionDto: {
|
||||||
|
|||||||
@@ -1,3 +1,5 @@
|
|||||||
|
import type { components } from "./generated/schema";
|
||||||
|
|
||||||
enum ApiErrorCode {
|
enum ApiErrorCode {
|
||||||
BankDependentRefunds = "BANK_DEPENDENT_REFUNDS",
|
BankDependentRefunds = "BANK_DEPENDENT_REFUNDS",
|
||||||
BankIntentConflict = "BANK_INTENT_CONFLICT",
|
BankIntentConflict = "BANK_INTENT_CONFLICT",
|
||||||
@@ -6,7 +8,6 @@ enum ApiErrorCode {
|
|||||||
BankVersionConflict = "BANK_VERSION_CONFLICT",
|
BankVersionConflict = "BANK_VERSION_CONFLICT",
|
||||||
BankWriteConflict = "BANK_WRITE_CONFLICT",
|
BankWriteConflict = "BANK_WRITE_CONFLICT",
|
||||||
BondTickerAmbiguous = "BOND_TICKER_AMBIGUOUS",
|
BondTickerAmbiguous = "BOND_TICKER_AMBIGUOUS",
|
||||||
Forbidden = "FORBIDDEN",
|
|
||||||
InvalidOperationsCursor = "INVALID_OPERATIONS_CURSOR",
|
InvalidOperationsCursor = "INVALID_OPERATIONS_CURSOR",
|
||||||
InvalidTbankToken = "INVALID_TBANK_TOKEN",
|
InvalidTbankToken = "INVALID_TBANK_TOKEN",
|
||||||
NotFound = "NOT_FOUND",
|
NotFound = "NOT_FOUND",
|
||||||
@@ -16,6 +17,16 @@ enum ApiErrorCode {
|
|||||||
Unauthorized = "UNAUTHORIZED",
|
Unauthorized = "UNAUTHORIZED",
|
||||||
}
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
Compile-time drift guard: collapses to `never` when any enum member is absent
|
||||||
|
from the generated ProblemDetails contract, so every call site fails to build.
|
||||||
|
*/
|
||||||
|
type ContractApiErrorCode
|
||||||
|
= Exclude<
|
||||||
|
`${ApiErrorCode}`,
|
||||||
|
components["schemas"]["ProblemDetailsDto"]["code"]
|
||||||
|
> extends never ? ApiErrorCode : never;
|
||||||
|
|
||||||
function apiErrorCode(error: unknown): string | undefined {
|
function apiErrorCode(error: unknown): string | undefined {
|
||||||
return typeof error === "object" && error !== null && "code" in error
|
return typeof error === "object" && error !== null && "code" in error
|
||||||
? String(error.code)
|
? String(error.code)
|
||||||
@@ -23,7 +34,10 @@ function apiErrorCode(error: unknown): string | undefined {
|
|||||||
}
|
}
|
||||||
|
|
||||||
// Incoming codes are an open wire string; unknown values retain their fallback.
|
// Incoming codes are an open wire string; unknown values retain their fallback.
|
||||||
function isApiErrorCode(value: unknown, expected: ApiErrorCode): boolean {
|
function isApiErrorCode(
|
||||||
|
value: unknown,
|
||||||
|
expected: ContractApiErrorCode,
|
||||||
|
): boolean {
|
||||||
return value === expected;
|
return value === expected;
|
||||||
}
|
}
|
||||||
|
|
||||||
|
|||||||
@@ -42,7 +42,6 @@ function invalidateResourceAccess(
|
|||||||
const errorCode = apiErrorCode(error);
|
const errorCode = apiErrorCode(error);
|
||||||
if (
|
if (
|
||||||
[
|
[
|
||||||
ApiErrorCode.Forbidden,
|
|
||||||
ApiErrorCode.InvalidTbankToken,
|
ApiErrorCode.InvalidTbankToken,
|
||||||
ApiErrorCode.NotFound,
|
ApiErrorCode.NotFound,
|
||||||
ApiErrorCode.TbankNotConnected,
|
ApiErrorCode.TbankNotConnected,
|
||||||
|
|||||||
+244
-101
@@ -5204,7 +5204,44 @@
|
|||||||
},
|
},
|
||||||
"code": {
|
"code": {
|
||||||
"type": "string",
|
"type": "string",
|
||||||
"example": "UNAUTHORIZED"
|
"example": "UNAUTHORIZED",
|
||||||
|
"enum": [
|
||||||
|
"BAD_REQUEST",
|
||||||
|
"INTERNAL_SERVER_ERROR",
|
||||||
|
"NOT_FOUND",
|
||||||
|
"UNAUTHORIZED",
|
||||||
|
"UNSUPPORTED_MEDIA_TYPE",
|
||||||
|
"VALIDATION_ERROR",
|
||||||
|
"EMAIL_ALREADY_REGISTERED",
|
||||||
|
"INVALID_CREDENTIALS",
|
||||||
|
"INVALID_OPERATIONS_CURSOR",
|
||||||
|
"BOND_HISTORY_START_UNAVAILABLE",
|
||||||
|
"BOND_TICKER_AMBIGUOUS",
|
||||||
|
"STOCK_HISTORY_START_UNAVAILABLE",
|
||||||
|
"STOCK_TICKER_AMBIGUOUS",
|
||||||
|
"INVALID_TBANK_TOKEN",
|
||||||
|
"TBANK_NOT_CONNECTED",
|
||||||
|
"TBANK_UNAVAILABLE",
|
||||||
|
"BANK_CARD_ARCHIVED",
|
||||||
|
"BANK_DEPENDENT_REFUNDS",
|
||||||
|
"BANK_DUPLICATE_CATEGORY",
|
||||||
|
"BANK_IMMUTABLE_OPERATION",
|
||||||
|
"BANK_INTENT_CONFLICT",
|
||||||
|
"BANK_INVALID_DATE",
|
||||||
|
"BANK_INVALID_INPUT",
|
||||||
|
"BANK_INVALID_MONEY",
|
||||||
|
"BANK_INVALID_REFUND",
|
||||||
|
"BANK_NOT_FOUND",
|
||||||
|
"BANK_OPENING_DATE_CONFLICT",
|
||||||
|
"BANK_OPERATION_DELETED",
|
||||||
|
"BANK_REFUND_LIMIT",
|
||||||
|
"BANK_VERSION_CONFLICT",
|
||||||
|
"BANK_WRITE_CONFLICT",
|
||||||
|
"MOEX_UNAVAILABLE",
|
||||||
|
"NCR_UNAVAILABLE",
|
||||||
|
"INVALID_EVENTS_PERIOD",
|
||||||
|
"INVALID_INCOME_PERIOD"
|
||||||
|
]
|
||||||
},
|
},
|
||||||
"errors": {
|
"errors": {
|
||||||
"type": "array",
|
"type": "array",
|
||||||
@@ -5819,6 +5856,135 @@
|
|||||||
"version"
|
"version"
|
||||||
]
|
]
|
||||||
},
|
},
|
||||||
|
"PortfolioStructureCategoryDto": {
|
||||||
|
"type": "object",
|
||||||
|
"properties": {
|
||||||
|
"type": {
|
||||||
|
"type": "string",
|
||||||
|
"enum": [
|
||||||
|
"STOCK",
|
||||||
|
"BOND",
|
||||||
|
"OTHER",
|
||||||
|
"CASH"
|
||||||
|
]
|
||||||
|
},
|
||||||
|
"value": {
|
||||||
|
"type": "string",
|
||||||
|
"description": "Exact known value as a decimal string."
|
||||||
|
},
|
||||||
|
"sharePercent": {
|
||||||
|
"type": "string",
|
||||||
|
"nullable": true,
|
||||||
|
"description": "Percentage including cash, rounded to six decimal places. Null for incomplete, negative or zero-total compositions."
|
||||||
|
}
|
||||||
|
},
|
||||||
|
"required": [
|
||||||
|
"type",
|
||||||
|
"value",
|
||||||
|
"sharePercent"
|
||||||
|
]
|
||||||
|
},
|
||||||
|
"PortfolioStructureCurrencyDto": {
|
||||||
|
"type": "object",
|
||||||
|
"properties": {
|
||||||
|
"currency": {
|
||||||
|
"type": "string"
|
||||||
|
},
|
||||||
|
"totalValue": {
|
||||||
|
"type": "string"
|
||||||
|
},
|
||||||
|
"hasNegativeValues": {
|
||||||
|
"type": "boolean",
|
||||||
|
"description": "Any negative constituent, even if netted positive."
|
||||||
|
},
|
||||||
|
"categories": {
|
||||||
|
"type": "array",
|
||||||
|
"items": {
|
||||||
|
"$ref": "#/components/schemas/PortfolioStructureCategoryDto"
|
||||||
|
}
|
||||||
|
}
|
||||||
|
},
|
||||||
|
"required": [
|
||||||
|
"currency",
|
||||||
|
"totalValue",
|
||||||
|
"hasNegativeValues",
|
||||||
|
"categories"
|
||||||
|
]
|
||||||
|
},
|
||||||
|
"PortfolioUnvaluedCategoryDto": {
|
||||||
|
"type": "object",
|
||||||
|
"properties": {
|
||||||
|
"type": {
|
||||||
|
"type": "string",
|
||||||
|
"enum": [
|
||||||
|
"STOCK",
|
||||||
|
"BOND",
|
||||||
|
"OTHER"
|
||||||
|
]
|
||||||
|
},
|
||||||
|
"count": {
|
||||||
|
"type": "number",
|
||||||
|
"minimum": 1
|
||||||
|
}
|
||||||
|
},
|
||||||
|
"required": [
|
||||||
|
"type",
|
||||||
|
"count"
|
||||||
|
]
|
||||||
|
},
|
||||||
|
"PortfolioStructureDto": {
|
||||||
|
"type": "object",
|
||||||
|
"properties": {
|
||||||
|
"currencies": {
|
||||||
|
"type": "array",
|
||||||
|
"items": {
|
||||||
|
"$ref": "#/components/schemas/PortfolioStructureCurrencyDto"
|
||||||
|
}
|
||||||
|
},
|
||||||
|
"unvaluedCategories": {
|
||||||
|
"description": "Positions without current value and known valuation currency. Shares are unavailable across all currencies when nonempty.",
|
||||||
|
"type": "array",
|
||||||
|
"items": {
|
||||||
|
"$ref": "#/components/schemas/PortfolioUnvaluedCategoryDto"
|
||||||
|
}
|
||||||
|
}
|
||||||
|
},
|
||||||
|
"required": [
|
||||||
|
"currencies",
|
||||||
|
"unvaluedCategories"
|
||||||
|
]
|
||||||
|
},
|
||||||
|
"UnrealizedReturnDto": {
|
||||||
|
"type": "object",
|
||||||
|
"properties": {
|
||||||
|
"currency": {
|
||||||
|
"type": "string"
|
||||||
|
},
|
||||||
|
"absolute": {
|
||||||
|
"type": "string",
|
||||||
|
"example": "12.345678901"
|
||||||
|
},
|
||||||
|
"costBasis": {
|
||||||
|
"type": "string",
|
||||||
|
"example": "100.00"
|
||||||
|
},
|
||||||
|
"percent": {
|
||||||
|
"type": "string",
|
||||||
|
"nullable": true,
|
||||||
|
"example": "12.34"
|
||||||
|
},
|
||||||
|
"partial": {
|
||||||
|
"type": "boolean"
|
||||||
|
}
|
||||||
|
},
|
||||||
|
"required": [
|
||||||
|
"currency",
|
||||||
|
"absolute",
|
||||||
|
"costBasis",
|
||||||
|
"percent",
|
||||||
|
"partial"
|
||||||
|
]
|
||||||
|
},
|
||||||
"PortfolioSummaryDto": {
|
"PortfolioSummaryDto": {
|
||||||
"type": "object",
|
"type": "object",
|
||||||
"properties": {
|
"properties": {
|
||||||
@@ -5828,6 +5994,21 @@
|
|||||||
"$ref": "#/components/schemas/MoneyDto"
|
"$ref": "#/components/schemas/MoneyDto"
|
||||||
}
|
}
|
||||||
},
|
},
|
||||||
|
"cashBalances": {
|
||||||
|
"type": "array",
|
||||||
|
"items": {
|
||||||
|
"$ref": "#/components/schemas/MoneyDto"
|
||||||
|
}
|
||||||
|
},
|
||||||
|
"structure": {
|
||||||
|
"$ref": "#/components/schemas/PortfolioStructureDto"
|
||||||
|
},
|
||||||
|
"unrealizedReturnByCurrency": {
|
||||||
|
"type": "array",
|
||||||
|
"items": {
|
||||||
|
"$ref": "#/components/schemas/UnrealizedReturnDto"
|
||||||
|
}
|
||||||
|
},
|
||||||
"stockPositionCount": {
|
"stockPositionCount": {
|
||||||
"type": "integer",
|
"type": "integer",
|
||||||
"minimum": 0,
|
"minimum": 0,
|
||||||
@@ -5837,12 +6018,27 @@
|
|||||||
"type": "integer",
|
"type": "integer",
|
||||||
"minimum": 0,
|
"minimum": 0,
|
||||||
"description": "Number of non-zero bond positions, not the number of units."
|
"description": "Number of non-zero bond positions, not the number of units."
|
||||||
|
},
|
||||||
|
"fundPositionCount": {
|
||||||
|
"type": "integer",
|
||||||
|
"minimum": 0,
|
||||||
|
"description": "Number of non-zero fund positions, not the number of units."
|
||||||
|
},
|
||||||
|
"totalPositionCount": {
|
||||||
|
"type": "integer",
|
||||||
|
"minimum": 0,
|
||||||
|
"description": "Number of all non-zero positions, not the number of units."
|
||||||
}
|
}
|
||||||
},
|
},
|
||||||
"required": [
|
"required": [
|
||||||
"totalsByCurrency",
|
"totalsByCurrency",
|
||||||
|
"cashBalances",
|
||||||
|
"structure",
|
||||||
|
"unrealizedReturnByCurrency",
|
||||||
"stockPositionCount",
|
"stockPositionCount",
|
||||||
"bondPositionCount"
|
"bondPositionCount",
|
||||||
|
"fundPositionCount",
|
||||||
|
"totalPositionCount"
|
||||||
]
|
]
|
||||||
},
|
},
|
||||||
"BrokerageAccountDto": {
|
"BrokerageAccountDto": {
|
||||||
@@ -6227,6 +6423,21 @@
|
|||||||
"name"
|
"name"
|
||||||
]
|
]
|
||||||
},
|
},
|
||||||
|
"PortfolioIssuerDto": {
|
||||||
|
"type": "object",
|
||||||
|
"properties": {
|
||||||
|
"id": {
|
||||||
|
"type": "string"
|
||||||
|
},
|
||||||
|
"name": {
|
||||||
|
"type": "string"
|
||||||
|
}
|
||||||
|
},
|
||||||
|
"required": [
|
||||||
|
"id",
|
||||||
|
"name"
|
||||||
|
]
|
||||||
|
},
|
||||||
"PortfolioPositionDto": {
|
"PortfolioPositionDto": {
|
||||||
"type": "object",
|
"type": "object",
|
||||||
"properties": {
|
"properties": {
|
||||||
@@ -6299,6 +6510,19 @@
|
|||||||
"logoName": {
|
"logoName": {
|
||||||
"type": "string",
|
"type": "string",
|
||||||
"nullable": true
|
"nullable": true
|
||||||
|
},
|
||||||
|
"sector": {
|
||||||
|
"type": "string",
|
||||||
|
"nullable": true
|
||||||
|
},
|
||||||
|
"issuer": {
|
||||||
|
"nullable": true,
|
||||||
|
"type": "object",
|
||||||
|
"allOf": [
|
||||||
|
{
|
||||||
|
"$ref": "#/components/schemas/PortfolioIssuerDto"
|
||||||
|
}
|
||||||
|
]
|
||||||
}
|
}
|
||||||
},
|
},
|
||||||
"required": [
|
"required": [
|
||||||
@@ -6311,105 +6535,9 @@
|
|||||||
"absoluteReturn",
|
"absoluteReturn",
|
||||||
"isin",
|
"isin",
|
||||||
"ticker",
|
"ticker",
|
||||||
"logoName"
|
"logoName",
|
||||||
]
|
"sector",
|
||||||
},
|
"issuer"
|
||||||
"PortfolioStructureCategoryDto": {
|
|
||||||
"type": "object",
|
|
||||||
"properties": {
|
|
||||||
"type": {
|
|
||||||
"type": "string",
|
|
||||||
"enum": [
|
|
||||||
"STOCK",
|
|
||||||
"BOND",
|
|
||||||
"OTHER",
|
|
||||||
"CASH"
|
|
||||||
]
|
|
||||||
},
|
|
||||||
"value": {
|
|
||||||
"type": "string",
|
|
||||||
"description": "Exact known value as a decimal string."
|
|
||||||
},
|
|
||||||
"sharePercent": {
|
|
||||||
"type": "string",
|
|
||||||
"nullable": true,
|
|
||||||
"description": "Percentage including cash, rounded to six decimal places. Null for incomplete, negative or zero-total compositions."
|
|
||||||
}
|
|
||||||
},
|
|
||||||
"required": [
|
|
||||||
"type",
|
|
||||||
"value",
|
|
||||||
"sharePercent"
|
|
||||||
]
|
|
||||||
},
|
|
||||||
"PortfolioStructureCurrencyDto": {
|
|
||||||
"type": "object",
|
|
||||||
"properties": {
|
|
||||||
"currency": {
|
|
||||||
"type": "string"
|
|
||||||
},
|
|
||||||
"totalValue": {
|
|
||||||
"type": "string"
|
|
||||||
},
|
|
||||||
"hasNegativeValues": {
|
|
||||||
"type": "boolean",
|
|
||||||
"description": "Any negative constituent, even if netted positive."
|
|
||||||
},
|
|
||||||
"categories": {
|
|
||||||
"type": "array",
|
|
||||||
"items": {
|
|
||||||
"$ref": "#/components/schemas/PortfolioStructureCategoryDto"
|
|
||||||
}
|
|
||||||
}
|
|
||||||
},
|
|
||||||
"required": [
|
|
||||||
"currency",
|
|
||||||
"totalValue",
|
|
||||||
"hasNegativeValues",
|
|
||||||
"categories"
|
|
||||||
]
|
|
||||||
},
|
|
||||||
"PortfolioUnvaluedCategoryDto": {
|
|
||||||
"type": "object",
|
|
||||||
"properties": {
|
|
||||||
"type": {
|
|
||||||
"type": "string",
|
|
||||||
"enum": [
|
|
||||||
"STOCK",
|
|
||||||
"BOND",
|
|
||||||
"OTHER"
|
|
||||||
]
|
|
||||||
},
|
|
||||||
"count": {
|
|
||||||
"type": "number",
|
|
||||||
"minimum": 1
|
|
||||||
}
|
|
||||||
},
|
|
||||||
"required": [
|
|
||||||
"type",
|
|
||||||
"count"
|
|
||||||
]
|
|
||||||
},
|
|
||||||
"PortfolioStructureDto": {
|
|
||||||
"type": "object",
|
|
||||||
"properties": {
|
|
||||||
"currencies": {
|
|
||||||
"type": "array",
|
|
||||||
"items": {
|
|
||||||
"$ref": "#/components/schemas/PortfolioStructureCurrencyDto"
|
|
||||||
}
|
|
||||||
},
|
|
||||||
"unvaluedCategories": {
|
|
||||||
"description": "Positions without current value and known valuation currency. Shares are unavailable across all currencies when nonempty.",
|
|
||||||
"type": "array",
|
|
||||||
"items": {
|
|
||||||
"$ref": "#/components/schemas/PortfolioUnvaluedCategoryDto"
|
|
||||||
}
|
|
||||||
}
|
|
||||||
},
|
|
||||||
"required": [
|
|
||||||
"currencies",
|
|
||||||
"unvaluedCategories"
|
|
||||||
]
|
]
|
||||||
},
|
},
|
||||||
"PortfolioDto": {
|
"PortfolioDto": {
|
||||||
@@ -7812,6 +7940,19 @@
|
|||||||
"type": "string",
|
"type": "string",
|
||||||
"nullable": true
|
"nullable": true
|
||||||
},
|
},
|
||||||
|
"sector": {
|
||||||
|
"type": "string",
|
||||||
|
"nullable": true
|
||||||
|
},
|
||||||
|
"issuer": {
|
||||||
|
"nullable": true,
|
||||||
|
"type": "object",
|
||||||
|
"allOf": [
|
||||||
|
{
|
||||||
|
"$ref": "#/components/schemas/PortfolioIssuerDto"
|
||||||
|
}
|
||||||
|
]
|
||||||
|
},
|
||||||
"returnPercent": {
|
"returnPercent": {
|
||||||
"type": "string",
|
"type": "string",
|
||||||
"nullable": true
|
"nullable": true
|
||||||
@@ -7828,6 +7969,8 @@
|
|||||||
"isin",
|
"isin",
|
||||||
"ticker",
|
"ticker",
|
||||||
"logoName",
|
"logoName",
|
||||||
|
"sector",
|
||||||
|
"issuer",
|
||||||
"returnPercent"
|
"returnPercent"
|
||||||
]
|
]
|
||||||
},
|
},
|
||||||
|
|||||||
@@ -5,7 +5,20 @@ const ru = {
|
|||||||
all: "Все счета",
|
all: "Все счета",
|
||||||
allDescription: "Портфель по всем доступным инвестиционным счетам",
|
allDescription: "Портфель по всем доступным инвестиционным счетам",
|
||||||
bonds: "Облигации",
|
bonds: "Облигации",
|
||||||
|
brokerDescription: "По данным брокера",
|
||||||
|
cash: "Деньги на счёте",
|
||||||
|
count_few: "{{count}} счёта",
|
||||||
|
count_many: "{{count}} счетов",
|
||||||
|
count_one: "{{count}} счёт",
|
||||||
|
count_other: "{{count}} счёта",
|
||||||
currentValue: "Текущая стоимость",
|
currentValue: "Текущая стоимость",
|
||||||
|
description: {
|
||||||
|
currentValue: "Текущая стоимость: {{value}}. ",
|
||||||
|
return: "Доходность {{currency}}: {{percent}}, {{absolute}}",
|
||||||
|
start: "Счёт {{name}}, {{type}}. ",
|
||||||
|
structure: "Структура {{currency}}: {{value}}",
|
||||||
|
structureCategory: "{{category}} {{value}}",
|
||||||
|
},
|
||||||
emptyText:
|
emptyText:
|
||||||
"Откройте инвестиционный счет в T-Bank, чтобы он появился здесь.",
|
"Откройте инвестиционный счет в T-Bank, чтобы он появился здесь.",
|
||||||
emptyTitle: "Нет инвестиционных счетов",
|
emptyTitle: "Нет инвестиционных счетов",
|
||||||
@@ -18,6 +31,11 @@ const ru = {
|
|||||||
openAll: "Портфель по всем счетам",
|
openAll: "Портфель по всем счетам",
|
||||||
openedOn: "Открыт {{date}}",
|
openedOn: "Открыт {{date}}",
|
||||||
openSettings: "Открыть настройки T-Bank",
|
openSettings: "Открыть настройки T-Bank",
|
||||||
|
partial: "частично",
|
||||||
|
positions_few: "{{count}} позиции",
|
||||||
|
positions_many: "{{count}} позиций",
|
||||||
|
positions_one: "{{count}} позиция",
|
||||||
|
positions_other: "{{count}} позиции",
|
||||||
refreshError:
|
refreshError:
|
||||||
"Не удалось обновить данные. Показаны последние полученные.",
|
"Не удалось обновить данные. Показаны последние полученные.",
|
||||||
refreshing: "Обновляем данные",
|
refreshing: "Обновляем данные",
|
||||||
@@ -28,8 +46,22 @@ const ru = {
|
|||||||
retry: "Повторить",
|
retry: "Повторить",
|
||||||
scope: "Счёт",
|
scope: "Счёт",
|
||||||
stocks: "Акции",
|
stocks: "Акции",
|
||||||
|
structure: {
|
||||||
|
category: "{{category}} {{percent}} %",
|
||||||
|
incomplete: "{{category}}: доля неизвестна",
|
||||||
|
label: "Структура в {{currency}}: {{value}}",
|
||||||
|
},
|
||||||
subtitle: "Ваши инвестиции по счетам",
|
subtitle: "Ваши инвестиции по счетам",
|
||||||
summaryEmpty: "Нет текущих сумм",
|
summaryEmpty: "Нет текущих сумм",
|
||||||
|
summaryExcluded_few:
|
||||||
|
"Ещё {{count}} счёта не включены: нет актуального портфеля",
|
||||||
|
summaryExcluded_many:
|
||||||
|
"Ещё {{count}} счетов не включены: нет актуального портфеля",
|
||||||
|
summaryExcluded_one:
|
||||||
|
"Ещё {{count}} счёт не включён: нет актуального портфеля",
|
||||||
|
summaryExcluded_other:
|
||||||
|
"Ещё {{count}} счёта не включены: нет актуального портфеля",
|
||||||
|
summaryNoTotals: "Нет данных для сводки",
|
||||||
summaryUnavailable: "Сводка временно недоступна",
|
summaryUnavailable: "Сводка временно недоступна",
|
||||||
title: "Счета",
|
title: "Счета",
|
||||||
types: {
|
types: {
|
||||||
@@ -53,6 +85,9 @@ const ru = {
|
|||||||
passwordConfirmation: "Подтвердите пароль",
|
passwordConfirmation: "Подтвердите пароль",
|
||||||
register: "Регистрация",
|
register: "Регистрация",
|
||||||
requestError: "Не удалось выполнить запрос. Попробуйте ещё раз.",
|
requestError: "Не удалось выполнить запрос. Попробуйте ещё раз.",
|
||||||
|
retry: "Повторить",
|
||||||
|
unavailableText: "Сервер временно недоступен. Ваш вход сохранён, попробуйте через минуту.",
|
||||||
|
unavailableTitle: "Не удалось подключиться",
|
||||||
validation: {
|
validation: {
|
||||||
invalidEmail: "Некорректный email",
|
invalidEmail: "Некорректный email",
|
||||||
invalidPasswordLength: "Пароль: от 8 до 72 символов, только латинские буквы, цифры, спецсимволы и пробел",
|
invalidPasswordLength: "Пароль: от 8 до 72 символов, только латинские буквы, цифры, спецсимволы и пробел",
|
||||||
@@ -315,6 +350,9 @@ const ru = {
|
|||||||
operations: "Операции",
|
operations: "Операции",
|
||||||
settings: "Настройки",
|
settings: "Настройки",
|
||||||
},
|
},
|
||||||
|
entryGroup: {
|
||||||
|
totalUnavailable: "Итог недоступен",
|
||||||
|
},
|
||||||
events: {
|
events: {
|
||||||
dateKind: { event: "Дата события", registry: "Дата реестра" },
|
dateKind: { event: "Дата события", registry: "Дата реестра" },
|
||||||
emptyText:
|
emptyText:
|
||||||
@@ -417,10 +455,11 @@ const ru = {
|
|||||||
next: "Далее",
|
next: "Далее",
|
||||||
noInstrument: "Без инструмента",
|
noInstrument: "Без инструмента",
|
||||||
noMoney: "Без движения денег",
|
noMoney: "Без движения денег",
|
||||||
occurredAt: "{{date}} UTC",
|
occurredAt: "Исполнено {{date}}",
|
||||||
open: "Открыть журнал",
|
open: "Открыть журнал",
|
||||||
operationType: {
|
operationType: {
|
||||||
buy: "Покупка",
|
buy: "Покупка",
|
||||||
|
coupon: "Купон",
|
||||||
dividend: "Зачисление дивидендов",
|
dividend: "Зачисление дивидендов",
|
||||||
fee: "Комиссия",
|
fee: "Комиссия",
|
||||||
input: "Зачисление ценных бумаг",
|
input: "Зачисление ценных бумаг",
|
||||||
@@ -447,6 +486,7 @@ const ru = {
|
|||||||
accounts: "Счета",
|
accounts: "Счета",
|
||||||
bonds: "Облигации",
|
bonds: "Облигации",
|
||||||
cards: "Карты",
|
cards: "Карты",
|
||||||
|
primary: "Основная навигация",
|
||||||
settings: "Настройки",
|
settings: "Настройки",
|
||||||
stocks: "Акции",
|
stocks: "Акции",
|
||||||
},
|
},
|
||||||
@@ -469,6 +509,26 @@ const ru = {
|
|||||||
bonds: "Облигации",
|
bonds: "Облигации",
|
||||||
byAccount: "Позиции по счетам",
|
byAccount: "Позиции по счетам",
|
||||||
cashBalances: "Денежные остатки",
|
cashBalances: "Денежные остатки",
|
||||||
|
concentration: {
|
||||||
|
chart: "Распределение позиций",
|
||||||
|
currency: "Валюта концентрации",
|
||||||
|
empty: "В этом разрезе нет позиций с положительной оценкой.",
|
||||||
|
incomplete: "Данные неполные",
|
||||||
|
issuers: "Эмитенты",
|
||||||
|
missingIssuer: "Эмитент не указан",
|
||||||
|
missingSector: "Сектор не указан",
|
||||||
|
other: "Прочее",
|
||||||
|
otherCount: "{{count}} элементов",
|
||||||
|
otherCount_few: "{{count}} элемента",
|
||||||
|
otherCount_many: "{{count}} элементов",
|
||||||
|
otherCount_one: "{{count}} элемент",
|
||||||
|
otherCount_other: "{{count}} элемента",
|
||||||
|
sectors: "Секторы",
|
||||||
|
slice: "Разрез концентрации",
|
||||||
|
title: "Концентрация",
|
||||||
|
top5: "Топ-5 · {{share}}",
|
||||||
|
unaccounted: "Не учтено позиций: {{count}}",
|
||||||
|
},
|
||||||
connectionErrorText: "Настройте подключение, чтобы посмотреть портфель.",
|
connectionErrorText: "Настройте подключение, чтобы посмотреть портфель.",
|
||||||
connectionErrorTitle: "Проверьте подключение T-Bank",
|
connectionErrorTitle: "Проверьте подключение T-Bank",
|
||||||
currencies: {
|
currencies: {
|
||||||
@@ -478,13 +538,21 @@ const ru = {
|
|||||||
},
|
},
|
||||||
emptyText: "На счете нет позиций и доступных денежных остатков.",
|
emptyText: "На счете нет позиций и доступных денежных остатков.",
|
||||||
emptyTitle: "Портфель пока пуст",
|
emptyTitle: "Портфель пока пуст",
|
||||||
|
more: "Подробнее",
|
||||||
otherPositions: "Другие позиции",
|
otherPositions: "Другие позиции",
|
||||||
|
positionFilter: "Тип позиции",
|
||||||
|
positionKinds: {
|
||||||
|
bonds: "Облигации",
|
||||||
|
other: "Прочее",
|
||||||
|
stocks: "Акции",
|
||||||
|
},
|
||||||
positions: "Позиции",
|
positions: "Позиции",
|
||||||
quantity: "Количество: {{value}}",
|
quantity: "Количество: {{value}}",
|
||||||
refreshError:
|
refreshError:
|
||||||
"Не удалось обновить портфель. Показан последний полученный снимок.",
|
"Не удалось обновить портфель. Показан последний полученный снимок.",
|
||||||
refreshing: "Обновляем портфель",
|
refreshing: "Обновляем портфель",
|
||||||
return: "Доход: {{value}}",
|
return: "Доход: {{value}}",
|
||||||
|
sections: "Разделы счёта",
|
||||||
share: "Доля: {{value}}",
|
share: "Доля: {{value}}",
|
||||||
staleWarning:
|
staleWarning:
|
||||||
"T-Bank временно недоступен. Показан последний успешный снимок.",
|
"T-Bank временно недоступен. Показан последний успешный снимок.",
|
||||||
@@ -510,7 +578,16 @@ const ru = {
|
|||||||
unvalued: "Нет оценки",
|
unvalued: "Нет оценки",
|
||||||
unvaluedCategory: "{{category}}: без оценки — {{count}}",
|
unvaluedCategory: "{{category}}: без оценки — {{count}}",
|
||||||
},
|
},
|
||||||
|
tabs: {
|
||||||
|
cash: "Деньги",
|
||||||
|
events: "События",
|
||||||
|
income: "Доход",
|
||||||
|
operations: "Операции",
|
||||||
|
positions: "Позиции",
|
||||||
|
},
|
||||||
title: "Портфель",
|
title: "Портфель",
|
||||||
|
unrealizedResult: "Нереализованный результат",
|
||||||
|
unrealizedResultCaption: "по цене, без НКД и купонов",
|
||||||
updatedAt: "Данные получены {{date}}",
|
updatedAt: "Данные получены {{date}}",
|
||||||
},
|
},
|
||||||
routeError: {
|
routeError: {
|
||||||
@@ -629,7 +706,7 @@ const ru = {
|
|||||||
position: "Моя позиция",
|
position: "Моя позиция",
|
||||||
previous: "Назад",
|
previous: "Назад",
|
||||||
price: "Цена",
|
price: "Цена",
|
||||||
priceAt: "Цена на {{date}} UTC",
|
priceAt: "Цена на {{date}}",
|
||||||
priceTable: "Цены в таблице",
|
priceTable: "Цены в таблице",
|
||||||
priceTableHint: "Дневные закрытия · записей: {{count}} · сначала новые",
|
priceTableHint: "Дневные закрытия · записей: {{count}} · сначала новые",
|
||||||
priceUnavailable: "Цена недоступна",
|
priceUnavailable: "Цена недоступна",
|
||||||
@@ -703,6 +780,7 @@ const ru = {
|
|||||||
consumer: "Потребительский сектор",
|
consumer: "Потребительский сектор",
|
||||||
energy: "Энергетика",
|
energy: "Энергетика",
|
||||||
financial: "Финансы",
|
financial: "Финансы",
|
||||||
|
government: "Государственный сектор",
|
||||||
health_care: "Здравоохранение",
|
health_care: "Здравоохранение",
|
||||||
industrials: "Промышленность",
|
industrials: "Промышленность",
|
||||||
it: "Информационные технологии",
|
it: "Информационные технологии",
|
||||||
@@ -718,7 +796,7 @@ const ru = {
|
|||||||
SHARE_TYPE_GDR: "Депозитарная расписка",
|
SHARE_TYPE_GDR: "Депозитарная расписка",
|
||||||
SHARE_TYPE_PREFERRED: "Привилегированная акция",
|
SHARE_TYPE_PREFERRED: "Привилегированная акция",
|
||||||
},
|
},
|
||||||
snapshotAt: "Позиция на {{date}} UTC",
|
snapshotAt: "Позиция на {{date}}",
|
||||||
trading: {
|
trading: {
|
||||||
SECURITY_TRADING_STATUS_BREAK_IN_TRADING: "Перерыв в торгах",
|
SECURITY_TRADING_STATUS_BREAK_IN_TRADING: "Перерыв в торгах",
|
||||||
SECURITY_TRADING_STATUS_CLOSING_AUCTION: "Аукцион закрытия",
|
SECURITY_TRADING_STATUS_CLOSING_AUCTION: "Аукцион закрытия",
|
||||||
|
|||||||
@@ -0,0 +1,41 @@
|
|||||||
|
import { describe, expect, it } from "vitest";
|
||||||
|
|
||||||
|
import { sumMoney } from "./decimal";
|
||||||
|
|
||||||
|
describe("sumMoney", () => {
|
||||||
|
it("adds exact signed decimals independently per currency", () => {
|
||||||
|
expect(sumMoney([
|
||||||
|
{ currency: "RUB", value: "0.1" },
|
||||||
|
{ currency: "USD", value: "0.01" },
|
||||||
|
{ currency: "RUB", value: "0.2" },
|
||||||
|
{ currency: "RUB", value: "-1500000.45" },
|
||||||
|
{ currency: "USD", value: "-0.02" },
|
||||||
|
{ currency: "RUB", value: "200" },
|
||||||
|
])).toEqual([
|
||||||
|
{ currency: "RUB", value: "-1499800.15" },
|
||||||
|
{ currency: "USD", value: "-0.01" },
|
||||||
|
]);
|
||||||
|
});
|
||||||
|
|
||||||
|
it("preserves significant fractional digits and a compensated zero", () => {
|
||||||
|
expect(sumMoney([
|
||||||
|
{ currency: "RUB", value: "100.5" },
|
||||||
|
{ currency: "RUB", value: "49.50" },
|
||||||
|
{ currency: "RUB", value: "0.005" },
|
||||||
|
])).toEqual([{ currency: "RUB", value: "150.005" }]);
|
||||||
|
expect(sumMoney([
|
||||||
|
{ currency: "RUB", value: "100" },
|
||||||
|
{ currency: "RUB", value: "-100" },
|
||||||
|
])).toEqual([{ currency: "RUB", value: "0" }]);
|
||||||
|
});
|
||||||
|
|
||||||
|
it.each(["", ".", "1.2.3", "not-a-number"])(
|
||||||
|
"rejects malformed amount %s instead of treating it as zero",
|
||||||
|
(value) => {
|
||||||
|
expect(sumMoney([
|
||||||
|
{ currency: "RUB", value: "100" },
|
||||||
|
{ currency: "RUB", value },
|
||||||
|
])).toBeNull();
|
||||||
|
},
|
||||||
|
);
|
||||||
|
});
|
||||||
@@ -0,0 +1,75 @@
|
|||||||
|
type Decimal = { scale: number; value: bigint };
|
||||||
|
|
||||||
|
type Money = { currency: string; value: string };
|
||||||
|
|
||||||
|
const DECIMAL_PARTS = 2;
|
||||||
|
const RADIX = 10n;
|
||||||
|
// Decimal grammar is bounded to digits and one optional dot.
|
||||||
|
// eslint-disable-next-line security/detect-unsafe-regex
|
||||||
|
const decimalPattern = /^-?\d+(?:\.\d+)?$/;
|
||||||
|
|
||||||
|
function decimalFromString(value: string): Decimal {
|
||||||
|
if (!decimalPattern.test(value)) throw new SyntaxError("Invalid 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 sumDecimals(decimals: readonly Decimal[]): Decimal {
|
||||||
|
const scale = Math.max(...decimals.map(decimal => decimal.scale));
|
||||||
|
|
||||||
|
const value = decimals.reduce(
|
||||||
|
(sum, decimal) =>
|
||||||
|
sum + decimal.value * RADIX ** BigInt(scale - decimal.scale),
|
||||||
|
0n,
|
||||||
|
);
|
||||||
|
|
||||||
|
return { scale, value };
|
||||||
|
}
|
||||||
|
|
||||||
|
function sumMoney(amounts: readonly Money[]): Money[] | null {
|
||||||
|
const decimals = new Map<string, Decimal[]>();
|
||||||
|
|
||||||
|
for (const amount of amounts) {
|
||||||
|
try {
|
||||||
|
const values = decimals.get(amount.currency) ?? [];
|
||||||
|
values.push(decimalFromString(amount.value));
|
||||||
|
decimals.set(amount.currency, values);
|
||||||
|
}
|
||||||
|
catch {
|
||||||
|
return null;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
return Array.from(decimals, ([currency, values]) => ({
|
||||||
|
currency,
|
||||||
|
value: decimalToString(sumDecimals(values)),
|
||||||
|
}));
|
||||||
|
}
|
||||||
|
|
||||||
|
export {
|
||||||
|
type Decimal,
|
||||||
|
decimalFromString,
|
||||||
|
decimalToString,
|
||||||
|
sumDecimals,
|
||||||
|
sumMoney,
|
||||||
|
};
|
||||||
@@ -3,6 +3,7 @@ import { describe, expect, it } from "vitest";
|
|||||||
import {
|
import {
|
||||||
formatDate,
|
formatDate,
|
||||||
formatMoney,
|
formatMoney,
|
||||||
|
formatSnapshotDay,
|
||||||
formatSnapshotTime,
|
formatSnapshotTime,
|
||||||
instrumentLogoUrl,
|
instrumentLogoUrl,
|
||||||
} from "./display";
|
} from "./display";
|
||||||
@@ -12,8 +13,19 @@ describe("shared display helpers", () => {
|
|||||||
expect(formatDate("2027-09-10")).toBe("10.09.2027");
|
expect(formatDate("2027-09-10")).toBe("10.09.2027");
|
||||||
expect(formatDate("2024-02-29")).toBe("29.02.2024");
|
expect(formatDate("2024-02-29")).toBe("29.02.2024");
|
||||||
expect(formatDate("2027-09-10T00:30:00+03:00")).toBe("09.09.2027");
|
expect(formatDate("2027-09-10T00:30:00+03:00")).toBe("09.09.2027");
|
||||||
expect(formatSnapshotTime("2027-09-10T00:30:00+03:00")).toBe(
|
});
|
||||||
"09.09.2027, 21:30",
|
it("formats snapshot time in the browser time zone", () => {
|
||||||
|
const instant = "2027-09-10T00:30:00+03:00";
|
||||||
|
|
||||||
|
const expected = new Intl.DateTimeFormat("ru-RU", {
|
||||||
|
dateStyle: "short",
|
||||||
|
timeStyle: "short",
|
||||||
|
}).format(new Date(instant));
|
||||||
|
|
||||||
|
expect(formatSnapshotTime(instant)).toBe(expected);
|
||||||
|
expect(formatSnapshotDay(instant)).toBe(
|
||||||
|
new Intl.DateTimeFormat("ru-RU", { dateStyle: "short" })
|
||||||
|
.format(new Date(instant)),
|
||||||
);
|
);
|
||||||
});
|
});
|
||||||
it("formats decimal strings without financial arithmetic", () => {
|
it("formats decimal strings without financial arithmetic", () => {
|
||||||
@@ -35,6 +47,28 @@ describe("shared display helpers", () => {
|
|||||||
formatMoney({ currency: "RUB", value: "1.5" }, { withZeroCents: true }),
|
formatMoney({ currency: "RUB", value: "1.5" }, { withZeroCents: true }),
|
||||||
).toBe("1,50 ₽");
|
).toBe("1,50 ₽");
|
||||||
expect(formatMoney(null)).toBe("—");
|
expect(formatMoney(null)).toBe("—");
|
||||||
|
expect(formatMoney(
|
||||||
|
{ currency: "RUB", value: "136900" },
|
||||||
|
{ withSign: true },
|
||||||
|
)).toBe("+136 900 ₽");
|
||||||
|
expect(formatMoney(
|
||||||
|
{ currency: "RUB", value: "-4200" },
|
||||||
|
{ withSign: true },
|
||||||
|
)).toBe("−4 200 ₽");
|
||||||
|
expect(formatMoney(
|
||||||
|
{ currency: "RUB", value: "-0.00" },
|
||||||
|
{ withSign: true },
|
||||||
|
)).toBe("0,00 ₽");
|
||||||
|
});
|
||||||
|
|
||||||
|
it("rounds to the currency's minor units and drops the sign of a rounded zero", () => {
|
||||||
|
const rounded = { withRoundedCents: true };
|
||||||
|
expect(formatMoney({ currency: "RUB", value: "-0.004" }, rounded)).toBe("0,00 ₽");
|
||||||
|
expect(formatMoney({ currency: "RUB", value: "-0.005" }, rounded)).toBe("-0,01 ₽");
|
||||||
|
expect(formatMoney({ currency: "RUB", value: "999.995" }, rounded)).toBe("1 000,00 ₽");
|
||||||
|
expect(formatMoney({ currency: "JPY", value: "1500.5" }, rounded)).toBe("1 501 JPY");
|
||||||
|
expect(formatMoney({ currency: "KWD", value: "1.2345" }, rounded)).toBe("1,235 KWD");
|
||||||
|
expect(formatMoney({ currency: "ZZZ", value: "1.234" }, rounded)).toBe("1,23 ZZZ");
|
||||||
});
|
});
|
||||||
|
|
||||||
it("builds the brand logo url from an upstream file name", () => {
|
it("builds the brand logo url from an upstream file name", () => {
|
||||||
|
|||||||
@@ -1,10 +1,19 @@
|
|||||||
const DECIMAL_PART_COUNT = 2;
|
const DECIMAL_PART_COUNT = 2;
|
||||||
const CENTS_PRECISION = 2;
|
const DEFAULT_MINOR_UNITS = 2;
|
||||||
|
|
||||||
type FormatMoneyOptions = {
|
type FormatMoneyOptions = {
|
||||||
|
withRoundedCents?: boolean;
|
||||||
|
withSign?: boolean;
|
||||||
withZeroCents?: boolean;
|
withZeroCents?: boolean;
|
||||||
};
|
};
|
||||||
|
|
||||||
|
const portfolioCategoryPresentation = {
|
||||||
|
BOND: { color: "grape.6", label: "portfolio.bonds" },
|
||||||
|
CASH: { color: "green.6", label: "portfolio.structure.cash" },
|
||||||
|
OTHER: { color: "orange.6", label: "portfolio.structure.other" },
|
||||||
|
STOCK: { color: "blue.6", label: "portfolio.stocks" },
|
||||||
|
} as const;
|
||||||
|
|
||||||
type Money = { currency: string; value: string };
|
type Money = { currency: string; value: string };
|
||||||
|
|
||||||
const dateFormatter = new Intl.DateTimeFormat("ru-RU", {
|
const dateFormatter = new Intl.DateTimeFormat("ru-RU", {
|
||||||
@@ -14,6 +23,17 @@ const dateFormatter = new Intl.DateTimeFormat("ru-RU", {
|
|||||||
year: "numeric",
|
year: "numeric",
|
||||||
});
|
});
|
||||||
|
|
||||||
|
// ISO 4217 minor units (JPY 0, KWD 3); unknown codes fall back to 2.
|
||||||
|
function currencyMinorUnits(currency: string): number {
|
||||||
|
try {
|
||||||
|
return new Intl.NumberFormat("en", { currency, style: "currency" })
|
||||||
|
.resolvedOptions().maximumFractionDigits ?? DEFAULT_MINOR_UNITS;
|
||||||
|
}
|
||||||
|
catch {
|
||||||
|
return DEFAULT_MINOR_UNITS;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
function formatDate(value: string): string {
|
function formatDate(value: string): string {
|
||||||
return dateFormatter.format(new Date(value));
|
return dateFormatter.format(new Date(value));
|
||||||
}
|
}
|
||||||
@@ -39,17 +59,27 @@ function formatMoney(
|
|||||||
money: Money
|
money: Money
|
||||||
| null
|
| null
|
||||||
| undefined,
|
| undefined,
|
||||||
{ withZeroCents = false }: FormatMoneyOptions = {},
|
{
|
||||||
|
withRoundedCents = false,
|
||||||
|
withSign = false,
|
||||||
|
withZeroCents = false,
|
||||||
|
}: FormatMoneyOptions = {},
|
||||||
): string {
|
): string {
|
||||||
if (!money) return "—";
|
if (!money) return "—";
|
||||||
|
|
||||||
const [integerPart = "", fractionPart = ""] = money.value.split(
|
const minorUnits = currencyMinorUnits(money.currency);
|
||||||
|
|
||||||
|
const value = withRoundedCents
|
||||||
|
? roundDecimal(money.value, minorUnits)
|
||||||
|
: money.value;
|
||||||
|
|
||||||
|
const [integerPart = "", fractionPart = ""] = value.split(
|
||||||
".",
|
".",
|
||||||
DECIMAL_PART_COUNT,
|
DECIMAL_PART_COUNT,
|
||||||
);
|
);
|
||||||
|
|
||||||
const normalizedFraction = withZeroCents
|
const normalizedFraction = withRoundedCents || withZeroCents
|
||||||
? fractionPart.padEnd(CENTS_PRECISION, "0")
|
? fractionPart.padEnd(minorUnits, "0")
|
||||||
: fractionPart;
|
: fractionPart;
|
||||||
|
|
||||||
const decimal = normalizedFraction
|
const decimal = normalizedFraction
|
||||||
@@ -57,16 +87,62 @@ function formatMoney(
|
|||||||
: integerPart;
|
: integerPart;
|
||||||
|
|
||||||
const currency = money.currency === "RUB" ? "₽" : money.currency;
|
const currency = money.currency === "RUB" ? "₽" : money.currency;
|
||||||
|
const formatted = `${formatDecimal(decimal)} ${currency}`;
|
||||||
|
|
||||||
return `${formatDecimal(decimal)} ${currency}`;
|
if (!withSign) return formatted;
|
||||||
|
if (isZeroDecimal(value))
|
||||||
|
return value.startsWith("-") ? formatted.slice(1) : formatted;
|
||||||
|
|
||||||
|
return value.startsWith("-") ? `−${formatted.slice(1)}` : `+${formatted}`;
|
||||||
}
|
}
|
||||||
|
|
||||||
|
function isZeroDecimal(value: string) {
|
||||||
|
const unsigned = value.startsWith("-") ? value.slice(1) : value;
|
||||||
|
|
||||||
|
const [integer = "", fraction = ""] = unsigned.split(
|
||||||
|
".",
|
||||||
|
DECIMAL_PART_COUNT,
|
||||||
|
);
|
||||||
|
|
||||||
|
return integer.replaceAll("0", "") === ""
|
||||||
|
&& fraction.replaceAll("0", "") === "";
|
||||||
|
}
|
||||||
|
|
||||||
|
function roundDecimal(value: string, places: number): string {
|
||||||
|
const [integer = "", fraction = ""] = value.split(".", DECIMAL_PART_COUNT);
|
||||||
|
const digits = integer.startsWith("-") ? integer.slice(1) : integer;
|
||||||
|
const paddedFraction = fraction.padEnd(places + 1, "0");
|
||||||
|
const units = `${digits}${paddedFraction.slice(0, places)}`;
|
||||||
|
const roundingDigit = paddedFraction.at(places) ?? "0";
|
||||||
|
|
||||||
|
const rounded = (roundingDigit >= "5" ? BigInt(units) + 1n : BigInt(units))
|
||||||
|
.toString()
|
||||||
|
.padStart(places + 1, "0");
|
||||||
|
|
||||||
|
// A value rounded to zero has no sign: "-0.004" → "0.00".
|
||||||
|
const sign = integer.startsWith("-") && /[1-9]/.test(rounded) ? "-" : "";
|
||||||
|
const roundedInteger = rounded.slice(0, rounded.length - places);
|
||||||
|
const roundedFraction = rounded.slice(rounded.length - places);
|
||||||
|
|
||||||
|
return roundedFraction
|
||||||
|
? `${sign}${roundedInteger}.${roundedFraction}`
|
||||||
|
: `${sign}${roundedInteger}`;
|
||||||
|
}
|
||||||
|
|
||||||
|
// Без timeZone Intl берёт часовой пояс браузера пользователя.
|
||||||
const snapshotFormatter = new Intl.DateTimeFormat("ru-RU", {
|
const snapshotFormatter = new Intl.DateTimeFormat("ru-RU", {
|
||||||
dateStyle: "short",
|
dateStyle: "short",
|
||||||
timeStyle: "short",
|
timeStyle: "short",
|
||||||
timeZone: "UTC",
|
|
||||||
});
|
});
|
||||||
|
|
||||||
|
const snapshotDayFormatter = new Intl.DateTimeFormat("ru-RU", {
|
||||||
|
dateStyle: "short",
|
||||||
|
});
|
||||||
|
|
||||||
|
function formatSnapshotDay(value: string): string {
|
||||||
|
return snapshotDayFormatter.format(new Date(value));
|
||||||
|
}
|
||||||
|
|
||||||
function formatSnapshotTime(value: string): string {
|
function formatSnapshotTime(value: string): string {
|
||||||
return snapshotFormatter.format(new Date(value));
|
return snapshotFormatter.format(new Date(value));
|
||||||
}
|
}
|
||||||
@@ -92,6 +168,8 @@ export {
|
|||||||
formatDate,
|
formatDate,
|
||||||
formatDecimal,
|
formatDecimal,
|
||||||
formatMoney,
|
formatMoney,
|
||||||
|
formatSnapshotDay,
|
||||||
formatSnapshotTime,
|
formatSnapshotTime,
|
||||||
instrumentLogoUrl,
|
instrumentLogoUrl,
|
||||||
|
portfolioCategoryPresentation,
|
||||||
};
|
};
|
||||||
|
|||||||
@@ -0,0 +1,45 @@
|
|||||||
|
import { describe, expect, it } from "vitest";
|
||||||
|
|
||||||
|
import { groupItems } from "./group-items";
|
||||||
|
|
||||||
|
describe("groupItems", () => {
|
||||||
|
it("keeps the first key position and source order through interleaving", () => {
|
||||||
|
const a1 = { id: "A1", key: "A" };
|
||||||
|
const b = { id: "B", key: null };
|
||||||
|
const a2 = { id: "A2", key: "A" };
|
||||||
|
const c = { id: "C", key: "C" };
|
||||||
|
const a3 = { id: "A3", key: "A" };
|
||||||
|
const input = [a1, b, a2, c, a3];
|
||||||
|
|
||||||
|
const result = groupItems(input, item => item.key);
|
||||||
|
|
||||||
|
expect(result).toEqual([
|
||||||
|
{ items: [a1, a2, a3], key: "A", type: "group" },
|
||||||
|
{ item: b, type: "single" },
|
||||||
|
{ item: c, type: "single" },
|
||||||
|
]);
|
||||||
|
expect(input.map(item => item.id)).toEqual(["A1", "B", "A2", "C", "A3"]);
|
||||||
|
});
|
||||||
|
|
||||||
|
it("keeps two interleaved groups independent and singleton rows single", () => {
|
||||||
|
const result = groupItems(
|
||||||
|
[
|
||||||
|
{ id: "X1", key: "X" },
|
||||||
|
{ id: "Y1", key: "Y" },
|
||||||
|
{ id: "X2", key: "X" },
|
||||||
|
{ id: "Y2", key: "Y" },
|
||||||
|
{ id: "X3", key: "X" },
|
||||||
|
{ id: "Z1", key: "Z" },
|
||||||
|
],
|
||||||
|
item => item.key,
|
||||||
|
);
|
||||||
|
|
||||||
|
expect(result.map(entry => entry.type === "group"
|
||||||
|
? [entry.key, entry.items.map(item => item.id)]
|
||||||
|
: [null, [entry.item.id]])).toEqual([
|
||||||
|
["X", ["X1", "X2", "X3"]],
|
||||||
|
["Y", ["Y1", "Y2"]],
|
||||||
|
[null, ["Z1"]],
|
||||||
|
]);
|
||||||
|
});
|
||||||
|
});
|
||||||
@@ -0,0 +1,47 @@
|
|||||||
|
type GroupedItem<T>
|
||||||
|
= | { item: T; type: "single" }
|
||||||
|
| { items: [T, T, ...T[]]; key: string; type: "group" };
|
||||||
|
|
||||||
|
function groupItems<T>(
|
||||||
|
items: readonly T[],
|
||||||
|
keyOf: (item: T) => null | string,
|
||||||
|
): GroupedItem<T>[] {
|
||||||
|
const result: GroupedItem<T>[] = [];
|
||||||
|
const indices = new Map<string, number>();
|
||||||
|
|
||||||
|
for (const item of items) {
|
||||||
|
const key = keyOf(item);
|
||||||
|
|
||||||
|
if (key === null) {
|
||||||
|
result.push({ item, type: "single" });
|
||||||
|
continue;
|
||||||
|
}
|
||||||
|
|
||||||
|
const index = indices.get(key);
|
||||||
|
|
||||||
|
if (index === undefined) {
|
||||||
|
indices.set(key, result.length);
|
||||||
|
result.push({ item, type: "single" });
|
||||||
|
continue;
|
||||||
|
}
|
||||||
|
|
||||||
|
// eslint-disable-next-line security/detect-object-injection -- Map-owned index.
|
||||||
|
const existing = result[index];
|
||||||
|
|
||||||
|
if (existing?.type === "single") {
|
||||||
|
// eslint-disable-next-line security/detect-object-injection -- Map-owned index.
|
||||||
|
result[index] = {
|
||||||
|
items: [existing.item, item],
|
||||||
|
key,
|
||||||
|
type: "group",
|
||||||
|
};
|
||||||
|
}
|
||||||
|
else if (existing) {
|
||||||
|
existing.items.push(item);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
return result;
|
||||||
|
}
|
||||||
|
|
||||||
|
export { groupItems };
|
||||||
@@ -1,12 +1,23 @@
|
|||||||
export { compareDateDesc, defaultPeriod, isValidPeriod, moscowDate } from "./calendar";
|
export { compareDateDesc, defaultPeriod, isValidPeriod, moscowDate } from "./calendar";
|
||||||
export { calendarDate } from "./calendar.schema";
|
export { calendarDate } from "./calendar.schema";
|
||||||
|
export {
|
||||||
|
type Decimal,
|
||||||
|
decimalFromString,
|
||||||
|
decimalToString,
|
||||||
|
sumDecimals,
|
||||||
|
sumMoney,
|
||||||
|
} from "./decimal";
|
||||||
export {
|
export {
|
||||||
formatChartValue,
|
formatChartValue,
|
||||||
formatDate,
|
formatDate,
|
||||||
formatDecimal,
|
formatDecimal,
|
||||||
formatMoney,
|
formatMoney,
|
||||||
|
formatSnapshotDay,
|
||||||
formatSnapshotTime,
|
formatSnapshotTime,
|
||||||
instrumentLogoUrl,
|
instrumentLogoUrl,
|
||||||
|
portfolioCategoryPresentation,
|
||||||
} from "./display";
|
} from "./display";
|
||||||
|
export { groupItems } from "./group-items";
|
||||||
export { useInitialAvailability } from "./initial-availability";
|
export { useInitialAvailability } from "./initial-availability";
|
||||||
|
export { totalText } from "./total-text";
|
||||||
export { useUrlPeriod } from "./useUrlPeriod";
|
export { useUrlPeriod } from "./useUrlPeriod";
|
||||||
|
|||||||
@@ -0,0 +1,13 @@
|
|||||||
|
import { formatMoney } from "./display";
|
||||||
|
|
||||||
|
type Money = { currency: string; value: string };
|
||||||
|
|
||||||
|
function totalText(totals: Money[] | null, isSigned: boolean): string {
|
||||||
|
return totals
|
||||||
|
? totals.map(total =>
|
||||||
|
formatMoney(total, { withSign: isSigned || undefined }),
|
||||||
|
).join(", ")
|
||||||
|
: "";
|
||||||
|
}
|
||||||
|
|
||||||
|
export { totalText };
|
||||||
@@ -0,0 +1,41 @@
|
|||||||
|
.group {
|
||||||
|
overflow: hidden;
|
||||||
|
border-color: var(--wl-color-border);
|
||||||
|
background: var(--wl-color-subtle);
|
||||||
|
}
|
||||||
|
|
||||||
|
.accounts {
|
||||||
|
padding: 0 var(--mantine-spacing-md) var(--mantine-spacing-sm);
|
||||||
|
list-style: none;
|
||||||
|
}
|
||||||
|
|
||||||
|
.accountRow {
|
||||||
|
display: flex;
|
||||||
|
gap: var(--mantine-spacing-sm);
|
||||||
|
align-items: center;
|
||||||
|
justify-content: space-between;
|
||||||
|
padding: var(--mantine-spacing-sm) 0;
|
||||||
|
border-top: 1px solid var(--wl-color-border);
|
||||||
|
}
|
||||||
|
|
||||||
|
.accountValue {
|
||||||
|
flex-shrink: 0;
|
||||||
|
text-align: right;
|
||||||
|
white-space: nowrap;
|
||||||
|
}
|
||||||
|
|
||||||
|
.accountCardRow {
|
||||||
|
display: flex;
|
||||||
|
gap: var(--mantine-spacing-sm);
|
||||||
|
align-items: center;
|
||||||
|
justify-content: space-between;
|
||||||
|
padding: var(--mantine-spacing-sm) var(--mantine-spacing-md);
|
||||||
|
border-color: var(--wl-color-border);
|
||||||
|
background: var(--wl-color-surface);
|
||||||
|
}
|
||||||
|
|
||||||
|
@media (max-width: 36em) {
|
||||||
|
.accountRow {
|
||||||
|
align-items: flex-start;
|
||||||
|
}
|
||||||
|
}
|
||||||
@@ -0,0 +1,96 @@
|
|||||||
|
import type { FC, PropsWithChildren, ReactNode } from "react";
|
||||||
|
|
||||||
|
import { Paper, Stack, Text, VisuallyHidden } from "@mantine/core";
|
||||||
|
import { useTranslation } from "react-i18next";
|
||||||
|
|
||||||
|
import { formatMoney } from "@/shared/lib";
|
||||||
|
|
||||||
|
import classes from "./EntryGroup.module.css";
|
||||||
|
|
||||||
|
type AccountRowProps = {
|
||||||
|
accountName: string;
|
||||||
|
value: string;
|
||||||
|
valueLabel: string;
|
||||||
|
};
|
||||||
|
|
||||||
|
type EntryGroupProps = PropsWithChildren<{
|
||||||
|
header: ReactNode;
|
||||||
|
label: string;
|
||||||
|
}>;
|
||||||
|
|
||||||
|
type EntryGroupTotalProps = {
|
||||||
|
isSigned?: boolean;
|
||||||
|
totals: null | { currency: string; value: string }[];
|
||||||
|
};
|
||||||
|
|
||||||
|
const AccountRow: FC<AccountRowProps> = (props) => {
|
||||||
|
const accessibleName = `${props.accountName}, ${props.value}`;
|
||||||
|
|
||||||
|
return (
|
||||||
|
<li aria-label={accessibleName} className={classes.accountRow}>
|
||||||
|
<Text>{props.accountName}</Text>
|
||||||
|
|
||||||
|
<Stack className={classes.accountValue} gap={2}>
|
||||||
|
<Text fw={700}>{props.value}</Text>
|
||||||
|
|
||||||
|
<Text c="dimmed" size="xs">{props.valueLabel}</Text>
|
||||||
|
</Stack>
|
||||||
|
</li>
|
||||||
|
);
|
||||||
|
};
|
||||||
|
|
||||||
|
const AccountCardRow: FC<AccountRowProps> = props => (
|
||||||
|
<li aria-label={`${props.accountName}, ${props.value}`}>
|
||||||
|
<Paper className={classes.accountCardRow} withBorder>
|
||||||
|
<Text fw={700}>{props.accountName}</Text>
|
||||||
|
|
||||||
|
<Stack className={classes.accountValue} gap={2}>
|
||||||
|
<Text fw={700}>{props.value}</Text>
|
||||||
|
|
||||||
|
<Text c="dimmed" size="xs">{props.valueLabel}</Text>
|
||||||
|
</Stack>
|
||||||
|
</Paper>
|
||||||
|
</li>
|
||||||
|
);
|
||||||
|
|
||||||
|
const EntryGroup: FC<EntryGroupProps> = props => (
|
||||||
|
<Paper className={classes.group} component="li" withBorder>
|
||||||
|
{props.header}
|
||||||
|
|
||||||
|
<Stack
|
||||||
|
aria-label={props.label}
|
||||||
|
className={classes.accounts}
|
||||||
|
component="ul"
|
||||||
|
gap={0}
|
||||||
|
>
|
||||||
|
{props.children}
|
||||||
|
</Stack>
|
||||||
|
</Paper>
|
||||||
|
);
|
||||||
|
|
||||||
|
const EntryGroupTotal: FC<EntryGroupTotalProps> = (props) => {
|
||||||
|
const { t } = useTranslation();
|
||||||
|
|
||||||
|
if (!props.totals) {
|
||||||
|
return <VisuallyHidden>{t("entryGroup.totalUnavailable")}</VisuallyHidden>;
|
||||||
|
}
|
||||||
|
|
||||||
|
const isSigned = props.isSigned === true;
|
||||||
|
|
||||||
|
return (
|
||||||
|
<Stack gap={2}>
|
||||||
|
{props.totals.map(total => (
|
||||||
|
<span key={`${total.currency}-${total.value}`}>
|
||||||
|
{formatMoney(total, { withSign: isSigned || undefined })}
|
||||||
|
</span>
|
||||||
|
))}
|
||||||
|
</Stack>
|
||||||
|
);
|
||||||
|
};
|
||||||
|
|
||||||
|
export {
|
||||||
|
AccountCardRow,
|
||||||
|
AccountRow,
|
||||||
|
EntryGroup,
|
||||||
|
EntryGroupTotal,
|
||||||
|
};
|
||||||
@@ -1,2 +1,8 @@
|
|||||||
|
export {
|
||||||
|
AccountCardRow,
|
||||||
|
AccountRow,
|
||||||
|
EntryGroup,
|
||||||
|
EntryGroupTotal,
|
||||||
|
} from "./EntryGroup/EntryGroup";
|
||||||
export { PayoutCard } from "./PayoutCard/PayoutCard";
|
export { PayoutCard } from "./PayoutCard/PayoutCard";
|
||||||
export { SourceSyncStatus } from "./SourceSyncStatus/SourceSyncStatus";
|
export { SourceSyncStatus } from "./SourceSyncStatus/SourceSyncStatus";
|
||||||
|
|||||||
@@ -5,20 +5,13 @@ import { useTranslation } from "react-i18next";
|
|||||||
|
|
||||||
import type { Portfolio } from "@/entities/portfolio";
|
import type { Portfolio } from "@/entities/portfolio";
|
||||||
|
|
||||||
import { formatMoney } from "@/shared/lib";
|
import { formatMoney, portfolioCategoryPresentation } from "@/shared/lib";
|
||||||
|
|
||||||
const MIN_VISIBLE_SHARE_PERCENT = 0.01;
|
const MIN_VISIBLE_SHARE_PERCENT = 0.01;
|
||||||
|
|
||||||
// A cached snapshot or an older running server can predate this response field.
|
// A cached snapshot or an older running server can predate this response field.
|
||||||
type PortfolioStructureProps = { structure?: null | Portfolio["structure"] };
|
type PortfolioStructureProps = { structure?: null | Portfolio["structure"] };
|
||||||
|
|
||||||
const categoryPresentation = {
|
|
||||||
BOND: { color: "grape.6", label: "portfolio.bonds" },
|
|
||||||
CASH: { color: "green.6", label: "portfolio.structure.cash" },
|
|
||||||
OTHER: { color: "orange.6", label: "portfolio.structure.other" },
|
|
||||||
STOCK: { color: "blue.6", label: "portfolio.stocks" },
|
|
||||||
} as const;
|
|
||||||
|
|
||||||
const usePortfolioStructureVm = (props: PortfolioStructureProps) => {
|
const usePortfolioStructureVm = (props: PortfolioStructureProps) => {
|
||||||
const { structure } = props;
|
const { structure } = props;
|
||||||
const { t } = useTranslation();
|
const { t } = useTranslation();
|
||||||
@@ -45,7 +38,7 @@ const usePortfolioStructureVm = (props: PortfolioStructureProps) => {
|
|||||||
unvalued:
|
unvalued:
|
||||||
structure?.unvaluedCategories.map(category =>
|
structure?.unvaluedCategories.map(category =>
|
||||||
t("portfolio.structure.unvaluedCategory", {
|
t("portfolio.structure.unvaluedCategory", {
|
||||||
category: t(categoryPresentation[category.type].label),
|
category: t(portfolioCategoryPresentation[category.type].label),
|
||||||
count: category.count,
|
count: category.count,
|
||||||
}),
|
}),
|
||||||
) ?? [],
|
) ?? [],
|
||||||
@@ -61,7 +54,7 @@ function portfolioRows(
|
|||||||
if (!selected) return [];
|
if (!selected) return [];
|
||||||
|
|
||||||
return selected.categories.map((category) => {
|
return selected.categories.map((category) => {
|
||||||
const presentation = categoryPresentation[category.type];
|
const presentation = portfolioCategoryPresentation[category.type];
|
||||||
|
|
||||||
const percentage
|
const percentage
|
||||||
= category.sharePercent === null
|
= category.sharePercent === null
|
||||||
|
|||||||
Reference in New Issue
Block a user