38 Commits
Author SHA1 Message Date
ksv741 db4ad138fc feat: clarify grouped coupon payouts (WealthLedger/frontend#162)
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2026-11-07 10:34:22 +03:00
ksv741 7b4e6367e6 test: align upcoming events empty state with new label (WealthLedger/frontend#161)
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2026-11-07 10:34:15 +03:00
ksv741 6333426ba2 fix: unify history and upcoming events labels (WealthLedger/frontend#161) 2026-11-07 10:29:25 +03:00
codex-bot 134c951178 fix: polish accounts portfolio summary (#159)
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2026-11-06 15:17:27 +03:00
ksv741 2fd7d59e65 chore(release): 1.4.0
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2026-11-06 07:45:29 +03:00
codex-bot 668f2ef70e fix: align audit findings for Events, currency and auth (WealthLedger/frontend#155)
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2026-11-05 07:23:07 +03:00
codex-bot cadba8d075 refactor: share path-root query predicate (WealthLedger/frontend#142) (#154)
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2026-11-04 22:58:58 +03:00
codex-bot 2db39f25d9 refactor: normalize view models and share breadcrumbs and titles (WealthLedger/frontend#143) (#153)
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2026-11-04 21:14:29 +03:00
codex-bot 2d070ce2b5 refactor(api): consume bank operation oneOf contract (WealthLedger/frontend#144) (#152)
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2026-11-04 20:47:51 +03:00
codex-bot 5077bd4f0b refactor: drop dead query helpers and simplify read deadline (WealthLedger/frontend#141) (#149)
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2026-11-04 18:50:27 +03:00
codex-bot e2d143df46 refactor: move portfolio structure into account page, drop widgets (WealthLedger/frontend#139) (#140)
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2026-11-04 18:01:00 +03:00
codex-bot ad93725a84 chore(deps): set Renovate release age, PR limit and update groups (WealthLedger/main#6) (#137)
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2026-11-03 14:07:40 +03:00
codex-bot 8ce1e8e444 feat(investments): warn and offer retry after exhausted read retries (WealthLedger/frontend#55) (#136)
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2026-11-03 09:49:08 +03:00
codex-bot aaee9591d7 chore(api): update OpenAPI snapshot with UpcomingEventsDto.window (WealthLedger/frontend#134) (#135)
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2026-11-03 07:21:35 +03:00
codex-bot 9619dc9791 fix(account): show source metadata on empty account and income (WealthLedger/frontend#55) (#133)
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2026-11-03 06:44:13 +03:00
codex-bot 71fbe7774d refactor: replace repeated lazy page wrappers with lazyPage helper (#131) (#132)
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2026-11-02 07:31:25 +03:00
ksv741 870b7e6327 chore(release): 1.3.0
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2026-11-01 19:33:21 +03:00
codex-bot 70a2c335fd feat(account): add concentration tab with top-5 slices and chart (WealthLedger/main#48) (#127)
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2026-11-01 19:28:52 +03:00
codex-bot 7242240b21 chore(deps): resolve minimatch and glob audit advisories (WealthLedger/main#49) (#128)
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2026-11-01 19:13:02 +03:00
codex-bot 71126c91f0 feat: group all-account rows by instrument and day (WealthLedger/main#47) (#126)
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2026-10-30 07:28:19 +03:00
codex-bot 6792f5b70a fix: show history loading alert only while loading (WealthLedger/frontend#124) (#125)
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2026-10-28 21:00:45 +03:00
codex-bot 32e8fe9402 refactor: derive api error codes from contract (WealthLedger/backend#117) (#123)
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2026-10-28 17:31:22 +03:00
codex-bot 5796d2d789 fix: stabilize auth client registration (WealthLedger/frontend#95) (#122)
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2026-10-28 16:59:09 +03:00
codex-bot a56edf2b37 fix: show account source sync status (WealthLedger/frontend#120) (#121)
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2026-10-28 16:34:19 +03:00
codex-bot 1d4990491f fix: round money to currency minor units without negative zero (WealthLedger/frontend#118) (#119)
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2026-10-28 08:45:55 +03:00
ksv741 431559be0f feat: show return, cash and structure on account cards (#114)
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2026-10-27 05:29:11 +03:00
ksv741 0e4bbec2a7 chore: sync brokerage accounts contract (WealthLedger/backend#138) 2026-10-27 05:29:11 +03:00
ksv741 c24704affa feat: make brokerage account list compact (#111) 2026-10-27 05:29:11 +03:00
codex-bot 58b4e12633 test: pin date in all accounts events test (#115)
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2026-10-27 05:27:14 +03:00
codex-bot 3075081df1 feat: replace account page accordion with tabs and show open position result (#112)
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2026-10-26 20:30:35 +03:00
codex-bot 1a92f023c1 feat: remove top header and rework mobile bottom navigation (#109)
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2026-10-25 18:25:10 +03:00
ksv741 df86b8450f chore(release): 1.2.1
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2026-10-24 19:15:04 +03:00
ksv741 b5ceb77208 chore(deps): update non-major dependencies #9
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2026-10-24 18:20:20 +03:00
codex-bot b009101b7b fix: show snapshot time in browser time zone (#101)
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2026-10-24 11:04:50 +03:00
codex-bot 7e6fd95cfa chore: bump test stack and fix npm audit findings (#105)
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2026-10-24 10:32:11 +03:00
codex-bot 2cd6b1e72d chore: bump Node to 24.22.1 (WealthLedger/backend#122)
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2026-10-23 16:10:45 +03:00
codex-bot 3af9df0ae2 fix: keep session when refresh fails on network error or 5xx (WealthLedger/frontend#97)
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2026-10-23 15:06:20 +03:00
codex-bot 7b6f34c776 chore: resolve dev dependency audit findings (WealthLedger/frontend#103)
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2026-10-23 14:13:08 +03:00
159 changed files with 9024 additions and 3270 deletions
+6 -7
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@@ -8,7 +8,7 @@ Vitest — отдельную JSDOM конфигурацию. Точные versi
[package.json](../package.json), реализация — source of truth. [package.json](../package.json), реализация — source of truth.
```text ```text
app → pages → widgets → features → entities → shared app → pages → features → entities → shared
page container → page VM → entity/feature query → shared/api → backend /api/v1 page container → page VM → entity/feature query → shared/api → backend /api/v1
↓ ↓
props → state/section views props → state/section views
@@ -30,14 +30,13 @@ contract; frontend не читает его checkout для генерации
| --- | --- | | --- | --- |
| Bootstrap, глобальные providers, routes | `app` | | Bootstrap, глобальные providers, routes | `app` |
| Композиция маршрута и поведение, нужное только этому экрану | `pages/<page>` | | Композиция маршрута и поведение, нужное только этому экрану | `pages/<page>` |
| Крупная переиспользуемая композиция экрана | `widgets/<widget>` |
| Самостоятельная пользовательская возможность с собственным смыслом | `features/<capability>` | | Самостоятельная пользовательская возможность с собственным смыслом | `features/<capability>` |
| Представление/поведение бизнес-сущности | `entities/<entity>` | | Представление/поведение бизнес-сущности | `entities/<entity>` |
| Переиспользуемый код без WealthLedger domain meaning | `shared` | | Переиспользуемый код без WealthLedger domain meaning | `shared` |
Локальный FSD profile: `app → pages → widgets → features → entities → shared`. Локальный FSD profile: `app → pages → features → entities → shared`.
Widget собирает несколько нижних слоёв в самостоятельный UI-блок; компонент для Слой `widgets` не используется: композиция экрана и компонент для одной page
одной page остаётся у page. Form, mutation или click handler сами по себе не остаются у page. Form, mutation или click handler сами по себе не
требуют feature. Два callers не делают domain helper generic shared. требуют feature. Два callers не делают domain helper generic shared.
Slice именуется по ответственности, а не `helpers`, `hooks` или `types`. Slice именуется по ответственности, а не `helpers`, `hooks` или `types`.
@@ -49,12 +48,12 @@ Slice именуется по ответственности, а не `helpers`,
Cross-slice consumer использует `@/` и `index.ts` владельца, например Cross-slice consumer использует `@/` и `index.ts` владельца, например
`@/entities/portfolio`. Alias Vite и TypeScript согласован. Другой slice не `@/entities/portfolio`. Alias Vite и TypeScript согласован. Другой slice не
импортирует внутренний файл напрямую. Slices `pages`, `widgets`, `features`, `entities` не зависят от соседнего slice своего слоя; импортирует внутренний файл напрямую. Slices `pages`, `features`, `entities` не зависят от соседнего slice своего слоя;
композиция принадлежит вышележащему owner. Existing меж-slice исключения композиция принадлежит вышележащему owner. Existing меж-slice исключения
не являются разрешением добавлять новые. не являются разрешением добавлять новые.
Направление зависимостей, public imports и запрет соседних slices в Направление зависимостей, public imports и запрет соседних slices в
`pages`, `widgets`, `features`, `entities` проверяет `npm run deps`. Внутренние imports `pages`, `features`, `entities` проверяет `npm run deps`. Внутренние imports
одного slice и связи shared segments этот запрет не ограничивает. одного slice и связи shared segments этот запрет не ограничивает.
Knip проверяет использование exports, а не смысл placement. Knip проверяет использование exports, а не смысл placement.
+5
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@@ -40,6 +40,11 @@ Authorization. Auth endpoints исключены из Bearer/retry middleware. R
координируется single-flight; после `401` с `UNAUTHORIZED` возможен один retry. координируется single-flight; после `401` с `UNAUTHORIZED` возможен один retry.
Не добавляй собственный refresh/retry loop в caller. Не добавляй собственный refresh/retry loop в caller.
Refresh, завершившийся `401`, очищает session. Сетевая ошибка и `5xx`
(например, деплой backend) не доказывают конец session: она сохраняется,
`unavailable` показывает retry-экран вместо login, а следующий `401` снова
запускает refresh. Retry/backoff внутри refresh не добавляется.
Cookie-writing requests упорядочены только в текущей вкладке. Cross-tab auth Cookie-writing requests упорядочены только в текущей вкладке. Cross-tab auth
synchronization не требуется; допустим reload/re-login. Web Locks и отдельные synchronization не требуется; допустим reload/re-login. Web Locks и отдельные
token stores не добавляются. token stores не добавляются.
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@@ -13,6 +13,9 @@
!public/** !public/**
!docker/ !docker/
!docker/** !docker/**
!scripts/
!scripts/minimatch-compat/
!scripts/minimatch-compat/**
!packages/ !packages/
!packages/tokens/ !packages/tokens/
!packages/tokens/package.json !packages/tokens/package.json
+1 -1
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@@ -66,7 +66,7 @@ jobs:
- name: Verify pre-commit secret blocking and redaction - name: Verify pre-commit secret blocking and redaction
run: PATH=/tmp/gitleaks-bin:$PATH node --test scripts/test-pre-commit.mjs run: PATH=/tmp/gitleaks-bin:$PATH node --test scripts/test-pre-commit.mjs
- name: Audit runtime and development dependencies - name: Audit runtime and development dependencies
run: npm audit --include=dev --audit-level=low run: npm audit --include=dev --audit-level=moderate
verify: verify:
needs: [commits, security] needs: [commits, security]
+1 -1
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@@ -1 +1 @@
24.21.0 24.22.1
+70
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@@ -1,5 +1,75 @@
# Changelog # Changelog
## [1.4.0](https://git.personal.ksv741.ru/WealthLedger/frontend/compare/v1.3.0...v1.4.0) (2026-11-06)
### Features
* **investments:** warn and offer retry after exhausted read retries (WealthLedger/frontend[#55](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/55)) ([#136](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/136)) ([8ce1e8e](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/8ce1e8e44486dcc23d4c074559ca2bb517880b60))
### Bug Fixes
* **account:** show source metadata on empty account and income (WealthLedger/frontend[#55](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/55)) ([#133](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/133)) ([9619dc9](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/9619dc979172dbc16391206e801ed67862d20116))
* align audit findings for Events, currency and auth (WealthLedger/frontend[#155](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/155)) ([668f2ef](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/668f2ef70e535a1222e7f600b1be4a31fefc6f8b))
### Refactoring
* **api:** consume bank operation oneOf contract (WealthLedger/frontend[#144](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/144)) ([#152](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/152)) ([2d070ce](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/2d070ce2b54bbee466ecf6cc18b437910f0c07f8))
* drop dead query helpers and simplify read deadline (WealthLedger/frontend[#141](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/141)) ([#149](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/149)) ([5077bd4](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/5077bd4f0baa4a59643e875485c2f08253cc198d))
* move portfolio structure into account page, drop widgets (WealthLedger/frontend[#139](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/139)) ([#140](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/140)) ([e2d143d](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/e2d143df46e650139e49b7c80a886008ede86d2a))
* normalize view models and share breadcrumbs and titles (WealthLedger/frontend[#143](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/143)) ([#153](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/153)) ([2db39f2](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/2db39f25d9478350ad56a1b2e2ca6496068257c5))
* replace repeated lazy page wrappers with lazyPage helper ([#131](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/131)) ([#132](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/132)) ([71fbe77](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/71fbe7774d3ed63fcb84bc644da997921bc049b2))
* share path-root query predicate (WealthLedger/frontend[#142](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/142)) ([#154](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/154)) ([cadba8d](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/cadba8d075daf9b20c0c9de97ad5bd8f5a3e74fc))
### Maintenance
* **api:** update OpenAPI snapshot with UpcomingEventsDto.window (WealthLedger/frontend[#134](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/134)) ([#135](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/135)) ([aaee959](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/aaee9591d7880193ee9b0c14339e8477264e4a94))
* **deps:** set Renovate release age, PR limit and update groups (WealthLedger/main[#6](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/6)) ([#137](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/137)) ([ad93725](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/ad93725a84615ec329631b71ed8db33337085740))
## [1.3.0](https://git.personal.ksv741.ru/WealthLedger/frontend/compare/v1.2.1...v1.3.0) (2026-11-01)
### Features
* **account:** add concentration tab with top-5 slices and chart (WealthLedger/main[#48](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/48)) ([#127](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/127)) ([70a2c33](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/70a2c335fdddb8b6a99e3f609befe06aeb8cc45d))
* group all-account rows by instrument and day (WealthLedger/main[#47](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/47)) ([#126](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/126)) ([71126c9](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/71126c91f0b30f4d65a313ddc7d7f86963340455))
* make brokerage account list compact ([#111](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/111)) ([c24704a](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/c24704affacbe7fbc08f5e2b61bb6e7ffa6053b9))
* remove top header and rework mobile bottom navigation ([#109](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/109)) ([1a92f02](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/1a92f023c1c79f646424f72710ab74de63386a11))
* replace account page accordion with tabs and show open position result ([#112](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/112)) ([3075081](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/3075081df188de0630d314ba15a34fe6efd1eea9))
* show return, cash and structure on account cards ([#114](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/114)) ([431559b](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/431559be0fca9eb37f6a09d930d502f939884e39))
### Bug Fixes
* round money to currency minor units without negative zero (WealthLedger/frontend[#118](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/118)) ([#119](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/119)) ([1d49904](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/1d4990491f254e1ec6bafad8204872eaae2982d0))
* show account source sync status (WealthLedger/frontend[#120](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/120)) ([#121](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/121)) ([a56edf2](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/a56edf2b3757ef0b0f6c42ecbd422a1a563f6505))
* show history loading alert only while loading (WealthLedger/frontend[#124](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/124)) ([#125](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/125)) ([6792f5b](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/6792f5b70aa3ba90b2eb2df7e63d3ae2f669e295))
* stabilize auth client registration (WealthLedger/frontend[#95](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/95)) ([#122](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/122)) ([5796d2d](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/5796d2d789963e66a3a4bcd79eab44700f16bd31))
### Refactoring
* derive api error codes from contract (WealthLedger/backend[#117](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/117)) ([#123](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/123)) ([32e8fe9](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/32e8fe9402665ea0c350f5f247d87e328ffd44c8))
### Tests
* pin date in all accounts events test ([#115](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/115)) ([58b4e12](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/58b4e126330d01c1d6865bd0e9dd066a028fba08))
### Maintenance
* **deps:** resolve minimatch and glob audit advisories (WealthLedger/main[#49](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/49)) ([#128](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/128)) ([7242240](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/7242240b2188e9d1ca1325e65d0e1a0a3655d882))
* sync brokerage accounts contract (WealthLedger/backend[#138](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/138)) ([0e4bbec](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/0e4bbec2a7b814579095ea7ef6db68a70508fa29))
## [1.2.1](https://git.personal.ksv741.ru/WealthLedger/frontend/compare/v1.2.0...v1.2.1) (2026-10-24)
### Bug Fixes
* 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))
* 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))
### Maintenance
* 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))
* 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))
* **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))
* 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))
## [1.2.0](https://git.personal.ksv741.ru/WealthLedger/frontend/compare/v1.1.0...v1.2.0) (2026-10-18) ## [1.2.0](https://git.personal.ksv741.ru/WealthLedger/frontend/compare/v1.1.0...v1.2.0) (2026-10-18)
### Features ### Features
+3 -2
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@@ -1,10 +1,11 @@
FROM node:24.21.0-bookworm-slim AS dependencies FROM node:24.22.1-bookworm-slim AS dependencies
WORKDIR /app WORKDIR /app
ENV HUSKY=0 ENV HUSKY=0
COPY package.json package-lock.json ./ COPY package.json package-lock.json ./
COPY packages/tokens/package.json ./packages/tokens/ COPY packages/tokens/package.json ./packages/tokens/
COPY packages/ui/package.json ./packages/ui/ COPY packages/ui/package.json ./packages/ui/
COPY packages/icons/package.json ./packages/icons/ COPY packages/icons/package.json ./packages/icons/
COPY scripts/minimatch-compat ./scripts/minimatch-compat
RUN npm ci RUN npm ci
FROM dependencies AS development FROM dependencies AS development
@@ -19,7 +20,7 @@ COPY . .
ENV VITE_API_BASE_URL="" ENV VITE_API_BASE_URL=""
RUN npm run build RUN npm run build
FROM nginx:1.28.0-alpine AS production FROM nginx:1.31.8-alpine AS production
ARG VERSION ARG VERSION
ARG REVISION ARG REVISION
LABEL org.opencontainers.image.version=$VERSION \ LABEL org.opencontainers.image.version=$VERSION \
+5 -3
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@@ -123,10 +123,12 @@ Chromium при ширинах 375 и 1280 px. Browser project не исполь
Новый запуск отменяет устаревший для того же PR/ветки и типа события Новый запуск отменяет устаревший для того же PR/ветки и типа события
(требуется Gitea 1.26+). Ежедневно в 05:17 UTC выполняется только `security`. (требуется Gitea 1.26+). Ежедневно в 05:17 UTC выполняется только `security`.
Job `security` проверяет полную доступную историю Gitleaks 8.30.1 и выполняет Job `security` проверяет полную доступную историю Gitleaks 8.30.1 и выполняет
`npm audit --include=dev --audit-level=low`. Любой advisory блокирует security job; `npm audit --include=dev --audit-level=moderate`. Advisory уровня moderate и выше
исключений frontend нет. Локально можно выполнить те же команды: блокирует security job; low не блокирует, т.к. для них часто нет исправленной версии
(например, GHSA-gcqx-w48m-w2h4 в build-only deepmerge). Других исключений нет.
Локально можно выполнить те же команды:
`gitleaks git --log-opts=--all --redact=100 --no-banner` и `gitleaks git --log-opts=--all --redact=100 --no-banner` и
`npm audit --include=dev --audit-level=low`. Audit требует доступа к npm registry; `npm audit --include=dev --audit-level=moderate`. Audit требует доступа к npm registry;
проверка секретов выполняется локально и не выводит их значения. проверка секретов выполняется локально и не выводит их значения.
Имена jobs `commits`, `security`, `verify` сохранены, но Gitea включает имя Имена jobs `commits`, `security`, `verify` сохранены, но Gitea включает имя
+5 -11
View File
@@ -29,17 +29,17 @@ module.exports = {
}, },
{ {
from: { from: {
path: "^src/(app|pages|widgets|features|entities|shared)/([^/]+)/", path: "^src/(app|pages|features|entities|shared)/([^/]+)/",
}, },
name: "slices-must-use-public-api", name: "slices-must-use-public-api",
severity: "error", severity: "error",
to: { to: {
path: String.raw`^src/(app|pages|widgets|features|entities|shared)/([^/]+)/(?!index\.ts$)`, path: String.raw`^src/(app|pages|features|entities|shared)/([^/]+)/(?!index\.ts$)`,
pathNot: "^src/$1/$2/", pathNot: "^src/$1/$2/",
}, },
}, },
{ {
from: { path: "^src/(pages|widgets|features|entities)/([^/]+)/" }, from: { path: "^src/(pages|features|entities)/([^/]+)/" },
name: "no-same-layer-cross-slice-imports", name: "no-same-layer-cross-slice-imports",
severity: "error", severity: "error",
to: { path: "^src/$1/", pathNot: "^src/$1/$2/" }, to: { path: "^src/$1/", pathNot: "^src/$1/$2/" },
@@ -48,24 +48,18 @@ module.exports = {
from: { path: "^src/shared/" }, from: { path: "^src/shared/" },
name: "shared-must-not-depend-on-layers", name: "shared-must-not-depend-on-layers",
severity: "error", severity: "error",
to: { path: "^src/(entities|features|widgets|pages|app)/" }, to: { path: "^src/(entities|features|pages|app)/" },
}, },
{ {
from: { path: "^src/entities/" }, from: { path: "^src/entities/" },
name: "entities-must-not-depend-on-higher-layers", name: "entities-must-not-depend-on-higher-layers",
severity: "error", severity: "error",
to: { path: "^src/(features|widgets|pages|app)/" }, to: { path: "^src/(features|pages|app)/" },
}, },
{ {
from: { path: "^src/features/" }, from: { path: "^src/features/" },
name: "features-must-not-depend-on-higher-layers", name: "features-must-not-depend-on-higher-layers",
severity: "error", severity: "error",
to: { path: "^src/(widgets|pages|app)/" },
},
{
from: { path: "^src/widgets/" },
name: "widgets-must-not-depend-on-higher-layers",
severity: "error",
to: { path: "^src/(pages|app)/" }, to: { path: "^src/(pages|app)/" },
}, },
{ {
+9
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@@ -17,12 +17,21 @@ http {
default $http_x_forwarded_proto; default $http_x_forwarded_proto;
'' $scheme; '' $scheme;
} }
# One shared budget: the external proxy's client-IP forwarding is not verified.
map "$request_method:$uri" $auth_admission_key {
default "";
POST:/api/v1/auth/login auth;
POST:/api/v1/auth/register auth;
}
limit_req_zone $auth_admission_key zone=auth_admission:1m rate=2r/s;
limit_req_status 429;
server { server {
listen 8080; listen 8080;
server_name _; server_name _;
root /usr/share/nginx/html; root /usr/share/nginx/html;
resolver 127.0.0.11 valid=5s ipv6=off; resolver 127.0.0.11 valid=5s ipv6=off;
location /api/ { location /api/ {
limit_req zone=auth_admission burst=5 nodelay;
set $backend http://backend:3000; set $backend http://backend:3000;
proxy_pass $backend$request_uri; proxy_pass $backend$request_uri;
proxy_set_header Host $http_host; proxy_set_header Host $http_host;
+6 -1
View File
@@ -25,7 +25,11 @@ const readability = {
) )
context.report({ messageId: "schema", node }); context.report({ messageId: "schema", node });
}, },
FunctionDeclaration: checkParameters, FunctionDeclaration(node) {
checkParameters(node);
if (node.id?.name?.endsWith?.("ViewModel"))
context.report({ messageId: "vmName", node: node.id });
},
FunctionExpression: checkParameters, FunctionExpression: checkParameters,
ImportDeclaration(node) { ImportDeclaration(node) {
if ( if (
@@ -95,6 +99,7 @@ const readability = {
schema: "Declare Zod schemas in a dedicated *.schema.ts file.", schema: "Declare Zod schemas in a dedicated *.schema.ts file.",
svg: "Own SVG markup in packages/icons, and import its public component.", svg: "Own SVG markup in packages/icons, and import its public component.",
union: "Put complex union members on separate lines.", union: "Put complex union members on separate lines.",
vmName: "Name custom hooks use*Vm, not use*ViewModel.",
}, },
schema: [], schema: [],
type: "suggestion", type: "suggestion",
+1 -1
View File
@@ -5,7 +5,7 @@
<link rel="icon" type="image/svg+xml" href="/favicon.svg" /> <link rel="icon" type="image/svg+xml" href="/favicon.svg" />
<link rel="apple-touch-icon" href="/apple-touch-icon.png" /> <link rel="apple-touch-icon" href="/apple-touch-icon.png" />
<meta name="theme-color" content="#ffffff" /> <meta name="theme-color" content="#ffffff" />
<meta name="viewport" content="width=device-width, initial-scale=1.0" /> <meta name="viewport" content="width=device-width, initial-scale=1.0, viewport-fit=cover" />
<title>WealthLedger</title> <title>WealthLedger</title>
</head> </head>
<body> <body>
+1 -1
View File
@@ -1,5 +1,5 @@
{ {
"ignoreDependencies": ["conventional-changelog-conventionalcommits"], "ignoreDependencies": ["conventional-changelog-conventionalcommits", "minimatch"],
"workspaces": { "workspaces": {
".": { ".": {
"project": ["src/**/*.{ts,tsx}", "!src/shared/api/generated/**"] "project": ["src/**/*.{ts,tsx}", "!src/shared/api/generated/**"]
+1281 -1427
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File diff suppressed because it is too large Load Diff
+59 -51
View File
@@ -1,10 +1,10 @@
{ {
"name": "wealth-ledger-frontend", "name": "wealth-ledger-frontend",
"private": true, "private": true,
"version": "1.2.0", "version": "1.4.0",
"type": "module", "type": "module",
"engines": { "engines": {
"node": "24.21.0" "node": "24.22.1"
}, },
"scripts": { "scripts": {
"dev": "npm run build:packages && vite", "dev": "npm run build:packages && vite",
@@ -37,89 +37,97 @@
"*.{js,mjs,cjs,ts,tsx}": "eslint --fix --max-warnings=0 --no-warn-ignored" "*.{js,mjs,cjs,ts,tsx}": "eslint --fix --max-warnings=0 --no-warn-ignored"
}, },
"dependencies": { "dependencies": {
"@hookform/resolvers": "5.9.1", "@hookform/resolvers": "5.9.2",
"@mantine/charts": "9.6.1", "@mantine/charts": "9.7.3",
"@mantine/core": "9.6.1", "@mantine/core": "9.7.3",
"@mantine/dates": "9.6.1", "@mantine/dates": "9.7.3",
"@mantine/hooks": "9.6.1", "@mantine/hooks": "9.7.3",
"@mantine/notifications": "9.6.1", "@mantine/notifications": "9.7.3",
"@tanstack/react-query": "5.102.8", "@tanstack/react-query": "5.104.5",
"@wealthledger/icons": "file:packages/icons", "@wealthledger/icons": "file:packages/icons",
"@wealthledger/tokens": "file:packages/tokens", "@wealthledger/tokens": "file:packages/tokens",
"@wealthledger/ui": "file:packages/ui", "@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", "react-dom": "19.3.1",
"react-hook-form": "7.88.0", "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",
"minimatch": "file:scripts/minimatch-compat",
"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": "2.0.0",
"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",
"minimatch": "$minimatch",
"glob": "14.0.3"
}, },
"allowScripts": { "allowScripts": {
"esbuild@0.28.2": true, "esbuild@0.28.2": true,
+4 -4
View File
@@ -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"
} }
} }
+8 -8
View File
@@ -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"
} }
} }
+7 -2
View File
@@ -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]} ${props.actions ? classes.valueLabel : ""}`;
const valueComponent = typeof props.value === "string" ? undefined : "div";
return ( return (
<Paper <Paper
@@ -63,7 +64,11 @@ const EntryCard: FC<EntryCardProps> = (props) => {
</Stack> </Stack>
<Stack className={classes.value} gap={2}> <Stack className={classes.value} gap={2}>
<Text className={classes[props.tone]} fw={700}> <Text
className={classes[props.tone]}
component={valueComponent}
fw={700}
>
{props.value} {props.value}
</Text> </Text>
+16 -1
View File
@@ -1,15 +1,30 @@
{ {
"$schema": "https://docs.renovatebot.com/renovate-schema.json", "$schema": "https://docs.renovatebot.com/renovate-schema.json",
"extends": ["config:recommended", ":semanticCommitTypeAll(chore)"], "extends": ["config:recommended", ":semanticCommitTypeAll(chore)", "security:minimumReleaseAgeNpm"],
"timezone": "Europe/Moscow", "timezone": "Europe/Moscow",
"labels": ["dependencies"], "labels": ["dependencies"],
"dependencyDashboard": true, "dependencyDashboard": true,
"rangeStrategy": "pin", "rangeStrategy": "pin",
"prConcurrentLimit": 5,
"lockFileMaintenance": {
"enabled": true,
"schedule": ["before 4am on the first day of the month"]
},
"packageRules": [ "packageRules": [
{ {
"matchUpdateTypes": ["minor", "patch"], "matchUpdateTypes": ["minor", "patch"],
"groupName": "non-major dependencies" "groupName": "non-major dependencies"
}, },
{
"matchManagers": ["github-actions"],
"matchUpdateTypes": ["minor", "patch"],
"groupName": "non-major github actions"
},
{
"matchManagers": ["docker-compose", "dockerfile"],
"matchUpdateTypes": ["minor", "patch"],
"groupName": "non-major container images"
},
{ {
"matchUpdateTypes": ["major"], "matchUpdateTypes": ["major"],
"dependencyDashboardApproval": true "dependencyDashboardApproval": true
+9
View File
@@ -0,0 +1,9 @@
// ponytail: CommonJS twin of index.js (import-x ships lib/index.cjs too).
const minimatch = require("minimatch-11");
module.exports = {
...minimatch,
makeRe: (pattern, options = {}) => ({
test: path => minimatch.minimatch(path, pattern, options),
}),
};
+11
View File
@@ -0,0 +1,11 @@
// ponytail: shim for eslint-plugin-import-x@4.17.1, which still imports the
// makeRe export removed in minimatch 11. Its only caller (no-internal-modules)
// uses the result via .test(), so a matcher object is enough. Delete this
// package and the override once import-x supports minimatch 11.
import { minimatch } from "minimatch-11";
export * from "minimatch-11";
export const makeRe = (pattern, options = {}) => ({
test: path => minimatch(path, pattern, options),
});
+14
View File
@@ -0,0 +1,14 @@
{
"name": "minimatch",
"version": "11.0.2-compat.0",
"private": true,
"description": "minimatch 11 plus the makeRe export eslint-plugin-import-x 4.17.1 still imports. Remove when import-x supports minimatch 11.",
"type": "module",
"exports": {
"import": "./index.js",
"require": "./index.cjs"
},
"dependencies": {
"minimatch-11": "npm:minimatch@11.0.2"
}
}
+19 -11
View File
@@ -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", () =>
@@ -214,6 +217,7 @@ beforeEach(() => {
}), }),
), ),
incomeTotalsByCurrency: [], incomeTotalsByCurrency: [],
window: { from: "2026-09-01", to: "2026-10-01" },
}), }),
), ),
), ),
@@ -223,9 +227,9 @@ beforeEach(() => {
describe("All accounts routes", () => { describe("All accounts routes", () => {
it.each([ it.each([
["/accounts/all", "Все счета"], ["/accounts/all", "Все счета"],
["/accounts/all/operations", "Журнал операций"], ["/accounts/all/operations", "История операций"],
["/accounts/all/income?from=2026-08-01&to=2026-08-31", "Пассивный доход"], ["/accounts/all/income?from=2026-08-01&to=2026-08-31", "Пассивный доход"],
["/accounts/all/events", "Будущие события"], ["/accounts/all/events", "Предстоящие события"],
])("opens %s directly", async (path, title) => { ])("opens %s directly", async (path, title) => {
renderPage(path); renderPage(path);
expect( expect(
@@ -271,6 +275,8 @@ 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${search}`);
@@ -303,14 +309,16 @@ describe("All accounts routes", () => {
"href", "href",
`/accounts/${account.id}`, `/accounts/${account.id}`,
); );
for (const suffix of ["operations", "income", "events"])
expect( for (const [suffix, tab] of [
screen ["operations", "История операций"],
.getAllByRole("link") ["income", "Доход"],
.find( ["events", "Предстоящие события"],
link => link.getAttribute("href") === `/accounts/all/${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 () => {
+27 -2
View File
@@ -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();
}); });
}); });
+28 -94
View File
@@ -1,4 +1,4 @@
import type { FC } from "react"; import type { ComponentType, FC } from "react";
import { lazy } from "react"; import { lazy } from "react";
import { Navigate, Route, Routes } from "react-router"; import { Navigate, Route, Routes } from "react-router";
@@ -6,101 +6,35 @@ import { Navigate, Route, Routes } from "react-router";
import { LazyPage } from "../RouteFallback"; import { LazyPage } from "../RouteFallback";
import { Protected, Public } from "../RouteGuards"; import { Protected, Public } from "../RouteGuards";
const CardPage = lazy(async () => { // Pages use named exports; React.lazy needs a default export per dynamic import (one chunk each).
const { CardPage } = await import("@/pages/card"); function lazyPage<Name extends string>(
load: () => Promise<Record<Name, ComponentType>>,
name: Name,
) {
return lazy(async () => {
const page = await load();
return { default: CardPage }; // eslint-disable-next-line security/detect-object-injection -- `name` is a compile-time literal checked against the module's exports.
}); return { default: page[name] };
});
}
const CardsPage = lazy(async () => { const CardPage = lazyPage(async () => import("@/pages/card"), "CardPage");
const { CardsPage } = await import("@/pages/cards"); const CardsPage = lazyPage(async () => import("@/pages/cards"), "CardsPage");
const BondPage = lazyPage(async () => import("@/pages/bond"), "BondPage");
return { default: CardsPage }; const BondsPage = lazyPage(async () => import("@/pages/bonds"), "BondsPage");
}); const StockPage = lazyPage(async () => import("@/pages/stock"), "StockPage");
const StocksPage = lazyPage(async () => import("@/pages/stocks"), "StocksPage");
const BondPage = lazy(async () => { const AccountPage = lazyPage(async () => import("@/pages/account"), "AccountPage");
const { BondPage } = await import("@/pages/bond"); const AccountEventsPage = lazyPage(async () => import("@/pages/account-events"), "AccountEventsPage");
const AccountOperationsPage = lazyPage(async () => import("@/pages/account-operations"), "AccountOperationsPage");
return { default: BondPage }; const AccountIncomePage = lazyPage(async () => import("@/pages/account-income"), "AccountIncomePage");
}); const AccountsPage = lazyPage(async () => import("@/pages/accounts"), "AccountsPage");
const LoginPage = lazyPage(async () => import("@/pages/login"), "LoginPage");
const BondsPage = lazy(async () => { const NotFoundPage = lazyPage(async () => import("@/pages/not-found"), "NotFoundPage");
const { BondsPage } = await import("@/pages/bonds"); const RegisterPage = lazyPage(async () => import("@/pages/register"), "RegisterPage");
const SettingsPage = lazyPage(async () => import("@/pages/settings"), "SettingsPage");
return { default: BondsPage }; const ProtectedLayout = lazyPage(async () => import("../ProtectedLayout"), "ProtectedLayout");
});
const StockPage = lazy(async () => {
const { StockPage } = await import("@/pages/stock");
return { default: StockPage };
});
const StocksPage = lazy(async () => {
const { StocksPage } = await import("@/pages/stocks");
return { default: StocksPage };
});
const AccountPage = lazy(async () => {
const { AccountPage } = await import("@/pages/account");
return { default: AccountPage };
});
const AccountEventsPage = lazy(async () => {
const { AccountEventsPage } = await import("@/pages/account-events");
return { default: AccountEventsPage };
});
const AccountOperationsPage = lazy(async () => {
const { AccountOperationsPage } = await import("@/pages/account-operations");
return { default: AccountOperationsPage };
});
const AccountIncomePage = lazy(async () => {
const { AccountIncomePage } = await import("@/pages/account-income");
return { default: AccountIncomePage };
});
const AccountsPage = lazy(async () => {
const { AccountsPage } = await import("@/pages/accounts");
return { default: AccountsPage };
});
const LoginPage = lazy(async () => {
const { LoginPage } = await import("@/pages/login");
return { default: LoginPage };
});
const NotFoundPage = lazy(async () => {
const { NotFoundPage } = await import("@/pages/not-found");
return { default: NotFoundPage };
});
const RegisterPage = lazy(async () => {
const { RegisterPage } = await import("@/pages/register");
return { default: RegisterPage };
});
const SettingsPage = lazy(async () => {
const { SettingsPage } = await import("@/pages/settings");
return { default: SettingsPage };
});
const ProtectedLayout = lazy(async () => {
const { ProtectedLayout } = await import("../ProtectedLayout");
return { default: ProtectedLayout };
});
const AppRoutes: FC = () => ( const AppRoutes: FC = () => (
<Routes> <Routes>
@@ -1,6 +1,5 @@
import type { FC } from "react"; import type { FC } from "react";
import { useDocumentTitle } from "@mantine/hooks";
import { useTranslation } from "react-i18next"; import { useTranslation } from "react-i18next";
import { useCurrentRoute } from "@/app/model"; import { useCurrentRoute } from "@/app/model";
@@ -8,12 +7,12 @@ import { useBankCard } from "@/entities/bank-card";
import { useBond } from "@/entities/bond"; import { useBond } from "@/entities/bond";
import { useBrokerageAccounts } from "@/entities/brokerage-account"; import { useBrokerageAccounts } from "@/entities/brokerage-account";
import { useStock } from "@/entities/stock"; import { useStock } from "@/entities/stock";
import { useAppDocumentTitle } from "@/shared/ui";
type DocumentTitleProps = { title: string }; type DocumentTitleProps = { title: string };
const DocumentTitle: FC<DocumentTitleProps> = (props): undefined => { const DocumentTitle: FC<DocumentTitleProps> = (props): undefined => {
const { t } = useTranslation(); useAppDocumentTitle(props.title);
useDocumentTitle(`${props.title} — ${t("appName")}`);
}; };
type AccountDocumentTitleProps = { type AccountDocumentTitleProps = {
@@ -1,16 +1,15 @@
import type { FC, PropsWithChildren } from "react"; import type { FC, PropsWithChildren } from "react";
import { Button, Stack, Text, Title } from "@mantine/core"; import { Button, Stack, Text, Title } from "@mantine/core";
import { useDocumentTitle } from "@mantine/hooks";
import { Component } from "react"; import { Component } from "react";
import { useTranslation } from "react-i18next"; import { useTranslation } from "react-i18next";
import { Link, useLocation } from "react-router"; import { Link, useLocation } from "react-router";
import { useAuth } from "@/features/auth"; import { useAuth } from "@/features/auth";
import { useAppDocumentTitle } from "@/shared/ui";
type BoundaryProps = PropsWithChildren<{ type BoundaryProps = PropsWithChildren<{
authenticated: boolean; authenticated: boolean;
routeKey: string;
}>; }>;
type RouteErrorFallbackProps = { type RouteErrorFallbackProps = {
@@ -26,12 +25,6 @@ class Boundary extends Component<BoundaryProps, State> {
override state: State = { hasError: false }; override state: State = { hasError: false };
override componentDidUpdate(previousProps: BoundaryProps) {
if (previousProps.routeKey !== this.props.routeKey && this.state.hasError) {
this.setState({ hasError: false });
}
}
override render() { override render() {
return this.state.hasError return this.state.hasError
? <RouteErrorFallback authenticated={this.props.authenticated} /> ? <RouteErrorFallback authenticated={this.props.authenticated} />
@@ -44,7 +37,7 @@ class Boundary extends Component<BoundaryProps, State> {
const RouteErrorFallback: FC<RouteErrorFallbackProps> = (props) => { const RouteErrorFallback: FC<RouteErrorFallbackProps> = (props) => {
const { authenticated } = props; const { authenticated } = props;
const { t } = useTranslation(); const { t } = useTranslation();
useDocumentTitle(`${t("routeError.title")} — ${t("appName")}`); useAppDocumentTitle(t("routeError.title"));
const to = authenticated ? "/accounts" : "/login"; const to = authenticated ? "/accounts" : "/login";
return ( return (
@@ -70,10 +63,7 @@ const RouteErrorBoundary: FC<PropsWithChildren> = (props) => {
const { user } = useAuth(); const { user } = useAuth();
return ( return (
<Boundary <Boundary authenticated={Boolean(user)} key={`${pathname}${search}:${key}`}>
authenticated={Boolean(user)}
routeKey={`${pathname}${search}:${key}`}
>
{children} {children}
</Boundary> </Boundary>
); );
+18 -1
View File
@@ -1,4 +1,7 @@
import { Button, Container } from "@mantine/core";
import { StateView } from "@wealthledger/ui";
import { type FC, type PropsWithChildren, useState } from "react"; import { type FC, type PropsWithChildren, useState } from "react";
import { useTranslation } from "react-i18next";
import { Navigate, useLocation } from "react-router"; import { Navigate, useLocation } from "react-router";
import { useAuth } from "@/features/auth"; import { useAuth } from "@/features/auth";
@@ -7,12 +10,26 @@ import { RouteSkeleton } from "./RouteFallback";
const Protected: FC<PropsWithChildren> = (props) => { const Protected: FC<PropsWithChildren> = (props) => {
const { children } = props; const { children } = props;
const { ready, signedOut, user } = useAuth(); const { ready, retry, signedOut, unavailable, user } = useAuth();
const { t } = useTranslation();
const location = useLocation(); const location = useLocation();
const [wasAuthenticated, setWasAuthenticated] = useState(false); const [wasAuthenticated, setWasAuthenticated] = useState(false);
if (user && !wasAuthenticated) setWasAuthenticated(true); if (user && !wasAuthenticated) setWasAuthenticated(true);
if (!ready) return <RouteSkeleton variant="shell" />; if (!ready) return <RouteSkeleton variant="shell" />;
// The server was unreachable (e.g. mid-deploy), so the session is unproven, not gone.
if (!user && unavailable)
return (
<Container py="xl" size={560}>
<StateView
action={<Button onClick={retry}>{t("auth.retry")}</Button>}
error
text={t("auth.unavailableText")}
title={t("auth.unavailableTitle")}
/>
</Container>
);
const loginState = signedOut && wasAuthenticated const loginState = signedOut && wasAuthenticated
? undefined ? undefined
: { returnTo: `${location.pathname}${location.search}` }; : { returnTo: `${location.pathname}${location.search}` };
@@ -55,9 +55,9 @@ describe("AppBreadcrumbs", () => {
}); });
it.each([ it.each([
["operations", "Операции"], ["operations", "История операций"],
["OPERATIONS", "Операции"], ["OPERATIONS", "История операций"],
["events", "Будущие события"], ["events", "Предстоящие события"],
["income", "Пассивный доход"], ["income", "Пассивный доход"],
])("links to the account hierarchy from %s", (section, title) => { ])("links to the account hierarchy from %s", (section, title) => {
renderBreadcrumbs(`/accounts/account-1/${section}`, [ renderBreadcrumbs(`/accounts/account-1/${section}`, [
+17 -7
View File
@@ -7,10 +7,8 @@ import { useCurrentRoute } from "@/app/model";
import { AccountBreadcrumbs } from "./AccountBreadcrumbs"; import { AccountBreadcrumbs } from "./AccountBreadcrumbs";
import { AccountScopeSwitch } from "./AccountScopeSwitch/AccountScopeSwitch"; import { AccountScopeSwitch } from "./AccountScopeSwitch/AccountScopeSwitch";
import { BondBreadcrumbs } from "./BondBreadcrumbs";
import { BreadcrumbTrail } from "./BreadcrumbTrail"; import { BreadcrumbTrail } from "./BreadcrumbTrail";
import { CardBreadcrumbs } from "./CardBreadcrumbs"; import { EntityBreadcrumbs } from "./EntityBreadcrumbs";
import { StockBreadcrumbs } from "./StockBreadcrumbs";
const AppBreadcrumbs: FC = () => { const AppBreadcrumbs: FC = () => {
const { t } = useTranslation(); const { t } = useTranslation();
@@ -26,9 +24,16 @@ const AppBreadcrumbs: FC = () => {
stock, stock,
} = useCurrentRoute(); } = useCurrentRoute();
if (bond) return <BondBreadcrumbs identifier={bond.params.bondId ?? ""} />; if (bond) {
if (stock) return <EntityBreadcrumbs identifier={bond.params.bondId ?? ""} kind="bond" />;
return <StockBreadcrumbs identifier={stock.params.stockId ?? ""} />; }
if (stock) {
return (
<EntityBreadcrumbs identifier={stock.params.stockId ?? ""} kind="stock" />
);
}
if (account && (section || !account.params.section)) if (account && (section || !account.params.section))
return ( return (
<Stack gap={0} mb="md"> <Stack gap={0} mb="md">
@@ -43,8 +48,13 @@ const AppBreadcrumbs: FC = () => {
/> />
</Stack> </Stack>
); );
if (card) return <CardBreadcrumbs identifier={card.params.cardId ?? ""} />;
if (card) {
return <EntityBreadcrumbs identifier={card.params.cardId ?? ""} kind="card" />;
}
if (cards) return <BreadcrumbTrail items={[{ label: t("bank.title") }]} />; if (cards) return <BreadcrumbTrail items={[{ label: t("bank.title") }]} />;
if (accounts) if (accounts)
return <BreadcrumbTrail items={[{ label: t("breadcrumbs.accounts") }]} />; return <BreadcrumbTrail items={[{ label: t("breadcrumbs.accounts") }]} />;
@@ -1,25 +0,0 @@
import type { FC } from "react";
import { useTranslation } from "react-i18next";
import { useBond } from "@/entities/bond";
import { BreadcrumbTrail } from "./BreadcrumbTrail";
type BondBreadcrumbsProps = { identifier: string };
const BondBreadcrumbs: FC<BondBreadcrumbsProps> = (props) => {
const { data } = useBond(props.identifier);
const { t } = useTranslation();
return (
<BreadcrumbTrail
items={[
{ label: t("bond.searchTitle"), to: "/bonds" },
{ label: data?.name ?? t("bond.instrument") },
]}
/>
);
};
export { BondBreadcrumbs };
@@ -39,4 +39,4 @@ const BreadcrumbTrail: FC<BreadcrumbTrailProps> = (props) => {
); );
}; };
export { BreadcrumbTrail }; export { BreadcrumbTrail, type Crumb };
@@ -1,25 +0,0 @@
import type { FC } from "react";
import { useTranslation } from "react-i18next";
import { useBankCard } from "@/entities/bank-card";
import { BreadcrumbTrail } from "./BreadcrumbTrail";
type CardBreadcrumbsProps = { identifier: string };
const CardBreadcrumbs: FC<CardBreadcrumbsProps> = (props) => {
const { data } = useBankCard(props.identifier);
const { t } = useTranslation();
return (
<BreadcrumbTrail
items={[
{ label: t("bank.title"), to: "/cards" },
{ label: data?.name ?? t("bank.card") },
]}
/>
);
};
export { CardBreadcrumbs };
@@ -0,0 +1,48 @@
import type { FC } from "react";
import { useTranslation } from "react-i18next";
import { useBankCard } from "@/entities/bank-card";
import { useBond } from "@/entities/bond";
import { useStock } from "@/entities/stock";
import type { Crumb } from "./BreadcrumbTrail";
import { BreadcrumbTrail } from "./BreadcrumbTrail";
type EntityBreadcrumbsProps = {
identifier: string;
kind:
| "bond"
| "card"
| "stock";
};
const EntityBreadcrumbs: FC<EntityBreadcrumbsProps> = (props) => {
const { identifier, kind } = props;
const { t } = useTranslation();
const bond = useBond(kind === "bond" ? identifier : "");
const card = useBankCard(kind === "card" ? identifier : "");
const stock = useStock(kind === "stock" ? identifier : "");
let parent: Crumb;
let name: string;
if (kind === "bond") {
parent = { label: t("bond.searchTitle"), to: "/bonds" };
name = bond.data?.name ?? t("bond.instrument");
}
else if (kind === "stock") {
parent = { label: t("stock.searchTitle"), to: "/stocks" };
name = stock.data?.name ?? t("stock.share");
}
else {
parent = { label: t("bank.title"), to: "/cards" };
name = card.data?.name ?? t("bank.card");
}
return <BreadcrumbTrail items={[parent, { label: name }]} />;
};
export { EntityBreadcrumbs };
@@ -1,25 +0,0 @@
import type { FC } from "react";
import { useTranslation } from "react-i18next";
import { useStock } from "@/entities/stock";
import { BreadcrumbTrail } from "./BreadcrumbTrail";
type StockBreadcrumbsProps = { identifier: string };
const StockBreadcrumbs: FC<StockBreadcrumbsProps> = (props) => {
const { data } = useStock(props.identifier);
const { t } = useTranslation();
return (
<BreadcrumbTrail
items={[
{ label: t("stock.searchTitle"), to: "/stocks" },
{ label: data?.name ?? t("stock.share") },
]}
/>
);
};
export { StockBreadcrumbs };
+84 -18
View File
@@ -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)
);
} }
} }
+47
View File
@@ -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");
});
});
+49 -42
View File
@@ -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>
); );
+4 -10
View File
@@ -5,6 +5,7 @@ import {
ApiErrorCode, ApiErrorCode,
apiErrorCode, apiErrorCode,
isApiErrorCode, isApiErrorCode,
isGetUnder,
} from "@/shared/api"; } from "@/shared/api";
import type { import type {
@@ -26,21 +27,14 @@ async function mutationData<T>(
return data; return data;
} }
const bankCardGetPredicate = isGetUnder(["/api/v1/bank-cards"]);
function useBankMutationOptions() { function useBankMutationOptions() {
const queryClient = useQueryClient(); const queryClient = useQueryClient();
const invalidate = () => const invalidate = () =>
queryClient.invalidateQueries({ queryClient.invalidateQueries({
predicate: ({ queryKey }) => { predicate: ({ queryKey }) => bankCardGetPredicate(queryKey),
const [method, path] = queryKey;
return (
method === "get"
&& typeof path === "string"
&& (path === "/api/v1/bank-cards"
|| path.startsWith("/api/v1/bank-cards/"))
);
},
}); });
return { return {
+2
View File
@@ -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();
});
});
+27 -2
View File
@@ -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)
@@ -36,6 +49,10 @@ function entryLabelKey(operation: BrokerageOperation): string {
return `ledger.category.${operation.category}`; return `ledger.category.${operation.category}`;
} }
function isCouponPayment(operation: BrokerageOperation): boolean {
return isOperationType(operation.type, OperationType.Coupon);
}
function isIncomePayment(operation: BrokerageOperation): boolean { function isIncomePayment(operation: BrokerageOperation): boolean {
return [OperationType.Coupon, OperationType.Dividend].some(type => return [OperationType.Coupon, OperationType.Dividend].some(type =>
isOperationType(operation.type, type), isOperationType(operation.type, type),
@@ -115,4 +132,12 @@ function paymentPresentation(
}; };
} }
export { isIncomePayment, operationLabelKey, paymentPresentation }; export {
brokerageOperationGroupKey,
entryLabelKey,
isCouponPayment,
isIncomePayment,
isZeroDecimal,
operationLabelKey,
paymentPresentation,
};
@@ -0,0 +1,138 @@
import { MantineProvider } from "@mantine/core";
import { render, screen, within } from "@testing-library/react";
import { MemoryRouter } from "react-router";
import { describe, expect, it } from "vitest";
import type { BrokerageOperation } from "../api/useBrokerageOperations";
import { OperationGroup } from "./OperationGroup";
function operation(
id: string,
account: { id: string; name: string },
value: null | string,
currency = "RUB",
): BrokerageOperation {
return {
account,
accruedInterest: null,
category: "income",
commission: null,
description: "Купон",
figi: "FIGI",
id,
instrumentType: "bond",
instrumentUid: "UID",
logoName: null,
occurredAt: "2026-08-14T10:00:00Z",
payment: value === null ? null : { currency, value },
price: null,
quantity: null,
ticker: "BOND",
type: "OPERATION_TYPE_COUPON",
};
}
function renderGroup(
operations: BrokerageOperation[],
isTotalVisible = true,
) {
return render(
<MantineProvider>
<MemoryRouter>
<ul>
<OperationGroup
entries={operations.map((operation, index) => ({
key: `${operation.id}-${index}`,
operation,
}))}
totalVisible={isTotalVisible}
/>
</ul>
</MemoryRouter>
</MantineProvider>,
);
}
describe("OperationGroup", () => {
it("shows the received coupon and positive totals in flat account rows", () => {
renderGroup([
{ ...operation("1", { id: "broker", name: "Брокерский" }, "0.1"), description: "Выплата купонов СФО ВТБ РКС Эталон 04" },
operation("2", { id: "iis", name: "ИИС" }, "0.2"),
]);
expect(screen.getByText("Выплата купонов СФО ВТБ РКС Эталон 04")).toBeInTheDocument();
expect(screen.getByText("+0,3 ₽")).toBeInTheDocument();
const accounts = within(screen.getByRole("list", {
name: /Выплата купонов СФО ВТБ РКС Эталон 04, Исполнено 14\.08\.2026.*, \+0,3 ₽/,
}));
expect(accounts.getByRole("listitem", { name: "Брокерский, +0,1 ₽" }))
.toHaveTextContent("Купон");
expect(accounts.getByText("+0,1 ₽")).toHaveClass(/positive/);
expect(accounts.getByRole("listitem", { name: "ИИС, +0,2 ₽" }))
.toHaveTextContent("Купон");
expect(accounts.getByText("+0,2 ₽")).toHaveClass(/positive/);
expect(accounts.getByRole("listitem", { name: "ИИС, +0,2 ₽" }))
.not.toHaveClass("EntryGroup_accountCardRow");
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: /Выплата купонов BOND, Исполнено .*Итог недоступен/,
})).toBeInTheDocument();
expect(screen.getByText("Итог недоступен")).toBeInTheDocument();
expect(screen.getByText("—")).not.toHaveClass(/positive/);
});
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();
expect(screen.getByText("−100 ₽")).toHaveClass(/negative/);
});
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: /Выплата купонов/ }));
expect(accounts.getAllByText("Брокерский")).toHaveLength(1);
expect(accounts.getAllByText("ИИС")).toHaveLength(1);
expect(accounts.getAllByRole("listitem")).toHaveLength(2);
});
});
@@ -0,0 +1,113 @@
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, AccountRow, EntryGroup, EntryGroupTotal } from "@/shared/ui";
import type { BrokerageOperation } from "../api/useBrokerageOperations";
import {
entryLabelKey,
isCouponPayment,
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 isCoupon = isCouponPayment(first);
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 description = first.description.trim();
let title = `${typeLabel} · ${instrument}`;
if (isCoupon) {
title = description && description.toLocaleLowerCase() !== "купон"
? description
: t("ledger.couponPayment", { instrument });
}
const totalsText = totalText(totals, true);
const totalTone = isCoupon && totals?.length && totals.every(total => !isZeroDecimal(total.value) && !total.value.startsWith("-"))
? "positive"
: "neutral";
const accessibleName = [
title,
t("payout.executedAt", { date }),
totalsText || t("entryGroup.totalUnavailable"),
].join(", ");
return (
<EntryGroup
flat={isCoupon}
header={(
<EntryCard
imageSrc={instrumentLogoUrl(first.logoName)}
initial={(first.ticker?.trim()[0] ?? "?").toUpperCase()}
metadata={t("payout.executedAt", { date })}
title={title}
tone={totalTone}
value={<EntryGroupTotal isSigned totals={totals} />}
valueLabel={typeLabel}
wrap
/>
)}
label={accessibleName}
>
{props.entries.map(({ key, operation }) => {
const payment = paymentPresentation(operation);
const accountRowProps = {
accountName: operation.account?.name ?? "—",
value: payment.amount,
valueLabel: t(payment.label),
};
return isCoupon
? <AccountRow key={key} {...accountRowProps} tone={payment.tone} />
: <AccountCardRow key={key} {...accountRowProps} />;
})}
</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,
@@ -1,166 +1,162 @@
.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;
align-items: flex-end;
}
.currencySummary {
min-width: 0;
} }
.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 {
display: grid;
grid-template-columns: repeat(2, minmax(0, 1fr));
gap: var(--mantine-spacing-sm);
margin: 0;
}
.positions > div {
display: flex;
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 {
background: var(--mantine-color-blue-0);
color: var(--mantine-color-blue-8);
}
.bonds {
background: var(--mantine-color-grape-0);
color: var(--mantine-color-grape-8);
}
.positions dt {
font-size: var(--mantine-font-size-sm);
font-weight: 500;
}
.positions dd {
margin: 0;
font-size: 1.75rem;
font-weight: 700;
font-variant-numeric: tabular-nums;
line-height: 1.25;
overflow-wrap: anywhere; overflow-wrap: anywhere;
} }
.footer { .return,
border-top: 1px solid var(--mantine-color-gray-2); .cashValue {
padding-top: var(--mantine-spacing-md); font-variant-numeric: tabular-nums lining-nums;
} }
.open { .return {
display: inline-flex; justify-content: flex-end;
align-items: center; min-width: 0;
overflow-wrap: anywhere;
}
.cashValue {
white-space: nowrap;
}
.positive {
color: var(--wl-color-positive);
}
.negative {
color: var(--wl-color-negative);
}
.neutral {
color: var(--wl-color-muted);
}
.cash {
font-variant-numeric: tabular-nums lining-nums;
}
.details {
grid-area: details;
min-width: 0;
font-variant-numeric: tabular-nums lining-nums;
}
.structure {
grid-area: structure;
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;
}
.summary {
align-items: flex-start; align-items: flex-start;
padding: var(--mantine-spacing-sm);
}
}
@media (prefers-reduced-motion: reduce) {
.card,
.arrow {
transition: none;
} }
.card:hover, .return {
.card:focus-visible, justify-content: flex-start;
.card:hover .arrow {
transform: none;
} }
} }
@@ -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", },
}; };
@@ -5,122 +5,203 @@ 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("+12,4 %")).toBeInTheDocument();
expect(within(link).getByText("+136 900 ₽")).toBeInTheDocument();
expect(within(link).getByText("−3,1 %")).toBeInTheDocument();
expect(within(link).getByText("−4,2 $")).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 $")).not.toHaveLength(0);
expect(within(link).getByText("17 позиций")).toBeInTheDocument();
expect(screen.getByRole("img", {
name: "Структура в RUB: Акции 50,0 %; Облигации 30,0 %; "
+ "Другие активы 0,0 %; Свободные деньги 20,0 %",
})).toBeInTheDocument();
const stockLegend = within(link).getByText(/Акции 50,0 %/);
expect(stockLegend).toHaveTextContent("● Акции 50,0 %");
// 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 0,0 %/))
.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 +12,172 @@ 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;
const percentFormatter = new Intl.NumberFormat("ru-RU", {
maximumFractionDigits: 1,
minimumFractionDigits: 1,
});
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 rounded = percentFormatter.format(Math.abs(Number(value)));
let sign = "";
if (rounded !== "0,0") sign = value.startsWith("-") ? "−" : "+";
return `${sign}${rounded}\u{A0}%`;
}
function formatStructurePercent(value: string) {
return percentFormatter.format(Number(value));
}
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 displayedPercent = formatPercent(item.percent);
const isNegative = displayedPercent.startsWith("−");
const isPositive = displayedPercent.startsWith("+");
let toneClass = classes.neutral;
if (isNegative) toneClass = classes.negative;
else if (isPositive) toneClass = classes.positive;
return (
<Group className={classes.return} gap="xs" wrap="wrap">
<Text className={toneClass} fw={700} size="sm">
{displayedPercent}
</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 +195,51 @@ const BrokerageAccountSummary: FC<BrokerageAccountSummaryProps> = (props) => {
); );
return ( return (
<Stack className={classes.summary} gap={4}> <Stack className={classes.balance} gap="xs">
{summary.totals.map(total => ( <Stack className={classes.summary} gap="sm">
<Text className={classes.total} fw={700} key={total.currency}> {summary.totals.map((total) => {
{formatMoney(total)} const item = summary.portfolio.unrealizedReturnByCurrency.find(
</Text> returnItem => returnItem.currency === total.currency,
))} );
{!!summary.remainingCurrencyCount && ( return (
<Text c="dimmed" size="sm"> <Stack
{t("accounts.remainingCurrencies", { className={classes.currencySummary}
count: summary.remainingCurrencyCount, gap={2}
})} key={total.currency}
</Text> >
<Text className={classes.total} fw={700}>
{formatMoney(total, { withRoundedCents: true })}
</Text>
{item && <ReturnValue item={item} />}
</Stack>
);
})}
{!!summary.remainingCurrencyCount && (
<Text c="dimmed" size="sm">
{t("accounts.remainingCurrencies", {
count: summary.remainingCurrencyCount,
})}
</Text>
)}
</Stack>
{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 +252,13 @@ 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 +278,110 @@ 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 -1
View File
@@ -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 \$.*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>
); );
+5
View File
@@ -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;
}; };
+73 -8
View File
@@ -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();
});
}); });
+24 -7
View File
@@ -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,
}; };
@@ -1,4 +1,4 @@
import { describe, expect, it } from "vitest"; import { describe, expect, it, vi } from "vitest";
import { resource } from "@/test/resource"; import { resource } from "@/test/resource";
@@ -76,4 +76,29 @@ describe("instrument source and transport presentation", () => {
loading: false, loading: false,
}); });
}); });
it("carries the retry of an exhausted read and only of that read", () => {
const refetch = vi.fn(() => Promise.resolve());
const state = section({
data: { rows: [] },
error: { code: "TBANK_UNAVAILABLE", status: 503 },
isError: true,
isFetching: false,
refetch,
});
expect(state.readRetry?.exhausted).toBe(true);
state.readRetry?.onRetry();
expect(refetch).toHaveBeenCalledOnce();
});
it("offers no retry for access loss or a healthy read", () => {
const base = { data: undefined, isFetching: false, refetch: vi.fn() };
expect(section({ ...base, error: { code: "NOT_FOUND" }, isError: true })
.readRetry?.exhausted).toBe(false);
expect(section({ ...base, error: null, isError: false })
.readRetry?.exhausted).toBe(false);
});
}); });
@@ -1,10 +1,11 @@
import type { InvestmentResourceMeta } from "@/shared/api"; import { type InvestmentResourceMeta, readRetry } from "@/shared/api";
type SectionState = { type SectionState = {
error: boolean; error: boolean;
hasData: boolean; hasData: boolean;
loading: boolean; loading: boolean;
partial?: boolean; partial?: boolean;
readRetry?: ReturnType<typeof readRetry>;
}; };
function hasSectionData(data: unknown) { function hasSectionData(data: unknown) {
@@ -13,8 +14,11 @@ function hasSectionData(data: unknown) {
function section(query: { function section(query: {
data: unknown; data: unknown;
error?: unknown;
isError: boolean; isError: boolean;
isFetching?: boolean;
meta?: InvestmentResourceMeta; meta?: InvestmentResourceMeta;
refetch?: () => Promise<unknown>;
}): SectionState { }): SectionState {
const isError = query.isError || query.meta?.lastAttempt.state === "failed"; const isError = query.isError || query.meta?.lastAttempt.state === "failed";
const hasData = hasSectionData(query.data); const hasData = hasSectionData(query.data);
@@ -24,6 +28,17 @@ function section(query: {
hasData, hasData,
loading: !hasData && !isError, loading: !hasData && !isError,
partial: query.meta?.completeness === "incomplete", partial: query.meta?.completeness === "incomplete",
// Each section retries only its own GET, so sections recover independently.
readRetry: query.refetch
? readRetry([
{
error: query.error,
isError: query.isError,
isFetching: query.isFetching ?? false,
refetch: query.refetch,
},
])
: undefined,
}; };
} }
@@ -12,6 +12,8 @@ import {
import { LoadingSkeleton } from "@wealthledger/ui"; import { LoadingSkeleton } from "@wealthledger/ui";
import { useTranslation } from "react-i18next"; import { useTranslation } from "react-i18next";
import { ReadRetry } from "@/shared/ui";
import type { SectionState } from "../model/section"; import type { SectionState } from "../model/section";
import classes from "./InstrumentDetails.module.css"; import classes from "./InstrumentDetails.module.css";
@@ -81,6 +83,8 @@ const InstrumentSection: FC<InstrumentSectionProps> = (props) => {
</Alert> </Alert>
)} )}
{!!props.state.readRetry && <ReadRetry {...props.state.readRetry} />}
{sectionContent} {sectionContent}
</Paper> </Paper>
); );
@@ -2,19 +2,18 @@ import type { QueryClient } from "@tanstack/react-query";
import { import {
apiQueryClient, apiQueryClient,
isGetUnder,
type paths, type paths,
} from "@/shared/api"; } from "@/shared/api";
type TbankConnectionStatus type TbankConnectionStatus
= paths["/api/v1/tbank-connection"]["get"]["responses"][200]["content"]["application/json"]; = paths["/api/v1/tbank-connection"]["get"]["responses"][200]["content"]["application/json"];
function isInvestmentPath(path: string) { const investmentGetPredicate = isGetUnder([
return [ "/api/v1/brokerage-accounts",
"/api/v1/brokerage-accounts", "/api/v1/stocks",
"/api/v1/stocks", "/api/v1/bonds",
"/api/v1/bonds", ]);
].some(root => path === root || path.startsWith(`${root}/`));
}
const tbankConnectionQueryOptions = () => const tbankConnectionQueryOptions = () =>
apiQueryClient.queryOptions("get", "/api/v1/tbank-connection"); apiQueryClient.queryOptions("get", "/api/v1/tbank-connection");
@@ -27,15 +26,7 @@ function commitTbankConnectionBoundary(
) { ) {
queryClient.setQueryData(tbankConnectionQueryKey, status); queryClient.setQueryData(tbankConnectionQueryKey, status);
void queryClient.resetQueries({ void queryClient.resetQueries({
predicate: ({ queryKey }) => { predicate: ({ queryKey }) => investmentGetPredicate(queryKey),
const [method, path] = queryKey;
return (
method === "get"
&& typeof path === "string"
&& isInvestmentPath(path)
);
},
}); });
} }
@@ -4,16 +4,16 @@ import {
TbankConnectionError, TbankConnectionError,
TbankConnectionLoading, TbankConnectionLoading,
} from "./TbankConnectionSection.view"; } from "./TbankConnectionSection.view";
import { useTbankConnectionViewModel } from "./TbankConnectionSection.vm"; import { useTbankConnectionSectionVm } from "./TbankConnectionSection.vm";
import { TbankConnectionSectionLoaded } from "./TbankConnectionSectionLoaded"; import { TbankConnectionSectionLoaded } from "./TbankConnectionSectionLoaded";
const TbankConnectionSection: FC = () => { const TbankConnectionSection: FC = () => {
const viewModel = useTbankConnectionViewModel(); const vm = useTbankConnectionSectionVm();
if (viewModel.state === "loading") return <TbankConnectionLoading />; if (vm.state === "loading") return <TbankConnectionLoading />;
return viewModel.state === "error" return vm.state === "error"
? <TbankConnectionError retry={viewModel.retry} /> ? <TbankConnectionError retry={vm.retry} />
: <TbankConnectionSectionLoaded {...viewModel} />; : <TbankConnectionSectionLoaded {...vm} />;
}; };
export { TbankConnectionSection }; export { TbankConnectionSection };
@@ -2,7 +2,7 @@ import { useAuthenticatedQuery } from "@/shared/api";
import { tbankConnectionQueryOptions } from "../../model/connection-boundary"; import { tbankConnectionQueryOptions } from "../../model/connection-boundary";
function useTbankConnectionViewModel() { function useTbankConnectionSectionVm() {
const status = useAuthenticatedQuery({ const status = useAuthenticatedQuery({
...tbankConnectionQueryOptions(), ...tbankConnectionQueryOptions(),
}); });
@@ -22,4 +22,4 @@ function useTbankConnectionViewModel() {
}; };
} }
export { useTbankConnectionViewModel }; export { useTbankConnectionSectionVm };
@@ -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";
@@ -26,7 +26,7 @@ import { resource } from "@/test/resource";
import { server } from "@/test/server"; import { server } from "@/test/server";
import { AccountEventsPage } from "./AccountEventsPage"; import { AccountEventsPage } from "./AccountEventsPage";
import { useAccountEventsPageViewModel } from "./AccountEventsPage.vm"; import { useAccountEventsPageVm } from "./AccountEventsPage.vm";
const Navigation: FC = () => { const Navigation: FC = () => {
const location = useLocation(); const location = useLocation();
@@ -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(
@@ -91,7 +100,7 @@ describe("Upcoming event date filters", () => {
); );
const queryClient = createTestQueryClient(); const queryClient = createTestQueryClient();
const { result } = renderHook(() => useAccountEventsPageViewModel(), { const { result } = renderHook(() => useAccountEventsPageVm(), {
wrapper: ({ children }) => ( wrapper: ({ children }) => (
<QueryClientProvider client={queryClient}> <QueryClientProvider client={queryClient}>
<MemoryRouter initialEntries={["?from=2099-02-01"]}> <MemoryRouter initialEntries={["?from=2099-02-01"]}>
@@ -137,7 +146,7 @@ describe("Upcoming event date filters", () => {
const queryClient = createTestQueryClient(); const queryClient = createTestQueryClient();
const { result } = renderHook( const { result } = renderHook(
() => useAccountEventsPageViewModel(), () => useAccountEventsPageVm(),
{ {
wrapper: ({ children }) => ( wrapper: ({ children }) => (
<QueryClientProvider client={queryClient}> <QueryClientProvider client={queryClient}>
@@ -167,7 +176,11 @@ describe("Upcoming event date filters", () => {
({ request }) => { ({ request }) => {
searches.push(new URL(request.url).search); searches.push(new URL(request.url).search);
return HttpResponse.json(resource({ events: [] })); return HttpResponse.json(resource({
calculatedAt: "2026-08-14T00:00:00Z",
events: [],
window: { from: "2026-08-14", to: "2026-09-13" },
}));
}, },
), ),
); );
@@ -214,7 +227,11 @@ describe("Upcoming event date filters", () => {
"*/api/v1/brokerage-accounts/:accountId/events", "*/api/v1/brokerage-accounts/:accountId/events",
({ request }) => ({ request }) =>
new URL(request.url).searchParams.get("from") === defaultFrom new URL(request.url).searchParams.get("from") === defaultFrom
? HttpResponse.json(resource({ events: [] })) ? HttpResponse.json(resource({
calculatedAt: "2026-08-14T00:00:00Z",
events: [],
window: { from: "2026-08-14", to: "2026-09-13" },
}))
: HttpResponse.json({ code: "VALIDATION_ERROR" }, { status: 400 }), : HttpResponse.json({ code: "VALIDATION_ERROR" }, { status: 400 }),
), ),
); );
@@ -229,6 +246,10 @@ 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(
@@ -243,6 +264,7 @@ describe("Upcoming event date filters", () => {
calculatedAt: "2099-01-01T00:00:00Z", calculatedAt: "2099-01-01T00:00:00Z",
events: [], events: [],
incomeTotalsByCurrency: [], incomeTotalsByCurrency: [],
window: { from: "2099-01-01", to: "2099-01-31" },
}), }),
); );
}, },
@@ -251,6 +273,7 @@ describe("Upcoming event date filters", () => {
renderEvents(accountId, ["?from=2026-02-01&to=2026-02-28"]); renderEvents(accountId, ["?from=2026-02-01&to=2026-02-28"]);
const from = await screen.findByLabelText("Период"); const from = await screen.findByLabelText("Период");
expect(from).toHaveTextContent("01.02.2026 – 28.02.2026"); expect(from).toHaveTextContent("01.02.2026 – 28.02.2026");
expect(screen.getByText(/Прогноз от .* на 01\.01\.2099 – 31\.01\.2099/)).toBeVisible();
expect(screen.getByRole("button", { name: "Применить" })).toBeDisabled(); expect(screen.getByRole("button", { name: "Применить" })).toBeDisabled();
expect(searches).toEqual(["?from=2026-02-01&to=2026-02-28"]); expect(searches).toEqual(["?from=2026-02-01&to=2026-02-28"]);
@@ -307,7 +330,7 @@ describe("Upcoming event date filters", () => {
expect(screen.getByLabelText("URL")).toBeEmptyDOMElement(); expect(screen.getByLabelText("URL")).toBeEmptyDOMElement();
expect(screen.getByRole("button", { name: "Применить" })).toBeDisabled(); expect(screen.getByRole("button", { name: "Применить" })).toBeDisabled();
expect( expect(
screen.getByText("За выбранный период событий не найдено"), screen.getByText("На выбранный период предстоящих событий не найдено"),
).toBeVisible(); ).toBeVisible();
}, },
); );
@@ -348,7 +371,7 @@ it("retains the previous complete forecast when its source refresh fails", async
); );
const queryClient = createTestQueryClient(); const queryClient = createTestQueryClient();
const { result } = renderHook(() => useAccountEventsPageViewModel(), { const { result } = renderHook(() => useAccountEventsPageVm(), {
wrapper: ({ children }) => ( wrapper: ({ children }) => (
<QueryClientProvider client={queryClient}> <QueryClientProvider client={queryClient}>
<MemoryRouter initialEntries={["/accounts/all/events"]}> <MemoryRouter initialEntries={["/accounts/all/events"]}>
@@ -0,0 +1,167 @@
import { MantineProvider } from "@mantine/core";
import { QueryClientProvider } from "@tanstack/react-query";
import { fireEvent, render, screen, waitFor } from "@testing-library/react";
import { http, HttpResponse } from "msw";
import { MemoryRouter, Route, Routes } from "react-router";
import { describe, expect, it, vi } from "vitest";
import { configureAuthClient } from "@/shared/api";
import { createTestQueryClient } from "@/test/query";
import { resource } from "@/test/resource";
import { server } from "@/test/server";
import { AccountEventsPage } from "./AccountEventsPage";
// Automatic read retries wait 1s + 2s before the failure is final.
const RETRIES_EXHAUSTED_MS = 6000;
const TEST_MS = 10_000;
const snapshot = resource({
accountId: "account-1",
calculatedAt: "2026-08-14T00:00:00Z",
events: [
{
date: "2026-10-01",
dateKind: "event",
displayName: "Synthetic coupon",
figi: null,
instrumentUid: null,
isin: null,
logoName: null,
projectedAmount: { currency: "RUB", value: "123.45" },
ticker: "SYN",
type: "coupon",
},
],
incomeTotalsByCurrency: [{ currency: "RUB", value: "123.45" }],
window: { from: "2026-08-14", to: "2026-09-13" },
});
function renderEvents() {
configureAuthClient({
accessToken: () => "token",
clear: vi.fn(),
refresh: () => Promise.resolve(true),
});
const queryClient = createTestQueryClient();
render(
<QueryClientProvider client={queryClient}>
<MantineProvider env="test">
<MemoryRouter initialEntries={["/accounts/account-1/events"]}>
<Routes>
<Route
element={<AccountEventsPage />}
path="/accounts/:accountId/events"
/>
</Routes>
</MemoryRouter>
</MantineProvider>
</QueryClientProvider>,
);
return { queryClient };
}
describe("AccountEventsPage read retry", () => {
it(
"offers retry after an initial failure and recovers in place",
{ timeout: TEST_MS },
async () => {
let isFailing = true;
let requests = 0;
server.use(
http.get("*/api/v1/brokerage-accounts/:accountId/events", () => {
requests += 1;
return isFailing
? HttpResponse.json({ code: "TBANK_UNAVAILABLE" }, { status: 503 })
: HttpResponse.json(snapshot);
}),
);
renderEvents();
const retry = await screen.findByRole(
"button",
{ name: "Повторить" },
{ timeout: RETRIES_EXHAUSTED_MS },
);
expect(requests).toBe(3);
isFailing = false;
fireEvent.click(retry);
expect(await screen.findByText("Купон · Synthetic coupon")).toBeInTheDocument();
expect(requests).toBe(4);
},
);
it(
"keeps cached events, warns and retries the same GET",
{ timeout: TEST_MS },
async () => {
let isFailing = false;
let requests = 0;
let imports = 0;
server.use(
http.post("*/api/v1/tbank-sync", () => {
imports += 1;
return HttpResponse.json({}, { status: 202 });
}),
http.get("*/api/v1/brokerage-accounts/:accountId/events", () => {
requests += 1;
return isFailing
? HttpResponse.json({ code: "TBANK_UNAVAILABLE" }, { status: 503 })
: HttpResponse.json(snapshot);
}),
);
const { queryClient } = renderEvents();
await screen.findByText("Купон · Synthetic coupon");
expect(screen.getByText(/Прогноз от .* на 14\.08\.2026 – 13\.09\.2026/)).toBeVisible();
expect(screen.queryByRole("button", { name: "Повторить" }))
.not.toBeInTheDocument();
isFailing = true;
void queryClient.invalidateQueries({
queryKey: ["get", "/api/v1/brokerage-accounts/{accountId}/events"],
});
const retry = await screen.findByRole(
"button",
{ name: "Повторить" },
{ timeout: RETRIES_EXHAUSTED_MS },
);
expect(screen.getByText("Не удалось обновить данные")).toBeInTheDocument();
expect(screen.getByText("Купон · Synthetic coupon")).toBeInTheDocument();
expect(screen.getByText(/Прогноз от .* на 14\.08\.2026 – 13\.09\.2026/)).toBeVisible();
expect(requests).toBe(4);
isFailing = false;
fireEvent.click(retry);
await waitFor(() =>
expect(screen.queryByText("Не удалось обновить данные"))
.not.toBeInTheDocument());
expect(requests).toBe(5);
expect(imports).toBe(0);
},
);
it("does not offer a plain retry when the account is gone", async () => {
server.use(
http.get("*/api/v1/brokerage-accounts/:accountId/events", () =>
HttpResponse.json({ code: "NOT_FOUND" }, { status: 404 })),
);
renderEvents();
await waitFor(() =>
expect(screen.queryByRole("heading", { name: "Загрузка" }))
.not.toBeInTheDocument());
expect(screen.queryByRole("button", { name: "Повторить" }))
.not.toBeInTheDocument();
});
});
@@ -47,6 +47,7 @@ describe("AccountEventsPage", () => {
accountId: "account", accountId: "account",
calculatedAt: "2026-08-14T00:00:00Z", calculatedAt: "2026-08-14T00:00:00Z",
events: [], events: [],
window: { from: "2026-08-14", to: "2026-09-13" },
}, },
isError: false, isError: false,
isLoading: false, isLoading: false,
@@ -136,6 +137,7 @@ describe("AccountEventsPage", () => {
type: "offer", type: "offer",
}, },
], ],
window: { from: "2026-08-14", to: "2026-09-13" },
}, },
isError: false, isError: false,
isLoading: false, isLoading: false,
@@ -169,15 +171,18 @@ describe("AccountEventsPage", () => {
expect(screen.getAllByText("O")).toHaveLength(2); expect(screen.getAllByText("O")).toHaveLength(2);
}); });
it("renders empty and quiet error states", async () => { it("renders empty and error states with retry", async () => {
const { rerender } = renderPage(); const { rerender } = renderPage();
expect( expect(
screen.getByText("За выбранный период событий не найдено"), screen.getByText("На выбранный период предстоящих событий не найдено"),
).toBeInTheDocument(); ).toBeInTheDocument();
query.mockReturnValue({ query.mockReturnValue({
data: undefined, data: undefined,
error: { code: "TBANK_UNAVAILABLE", status: 503 },
isError: true, isError: true,
isFetching: false,
isLoading: false, isLoading: false,
refetch: vi.fn(),
} as never); } as never);
rerender( rerender(
<MantineProvider> <MantineProvider>
@@ -187,7 +192,7 @@ describe("AccountEventsPage", () => {
</MantineProvider>, </MantineProvider>,
); );
expect(await screen.findByRole("button", { name: "Сбросить" })).toBeVisible(); expect(await screen.findByRole("button", { name: "Сбросить" })).toBeVisible();
expect(screen.queryByRole("button", { name: "Повторить" })).not.toBeInTheDocument(); expect(screen.getByRole("button", { name: "Повторить" })).toBeVisible();
}); });
it("shows a structural busy state before events are available", () => { it("shows a structural busy state before events are available", () => {
@@ -234,7 +239,83 @@ describe("AccountEventsPage", () => {
"true", "true",
); );
expect( expect(
screen.queryByText("За выбранный период событий не найдено"), screen.queryByText("На выбранный период предстоящих 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],
window: { from: "2026-08-14", to: "2026-09-13" },
},
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();
});
}); });
@@ -1,17 +1,17 @@
import type { FC } from "react"; import type { FC } from "react";
import { useAccountEventsPageViewModel } from "./AccountEventsPage.vm"; import { useAccountEventsPageVm } from "./AccountEventsPage.vm";
import { AccountEventsPageError } from "./components/AccountEventsPageError.view"; import { AccountEventsPageError } from "./components/AccountEventsPageError.view";
import { AccountEventsPageLoaded } from "./components/AccountEventsPageLoaded.view"; import { AccountEventsPageLoaded } from "./components/AccountEventsPageLoaded.view";
import { AccountEventsPageLoading } from "./components/AccountEventsPageLoading.view"; import { AccountEventsPageLoading } from "./components/AccountEventsPageLoading.view";
const AccountEventsPage: FC = () => { const AccountEventsPage: FC = () => {
const viewModel = useAccountEventsPageViewModel(); const vm = useAccountEventsPageVm();
if (viewModel.state === "loading") return <AccountEventsPageLoading />; if (vm.state === "loading") return <AccountEventsPageLoading />;
return viewModel.state === "error" return vm.state === "error"
? <AccountEventsPageError {...viewModel} /> ? <AccountEventsPageError {...vm} />
: <AccountEventsPageLoaded {...viewModel} />; : <AccountEventsPageLoaded {...vm} />;
}; };
export { AccountEventsPage }; export { AccountEventsPage };
@@ -1,13 +1,12 @@
import { useState } from "react"; import { useState } from "react";
import { useParams } from "react-router"; import { useParams } from "react-router";
import type { InvestmentResourceMeta } from "@/shared/api";
import { import {
type BrokerageEvent, type BrokerageEvent,
useBrokerageEvents, useBrokerageEvents,
} from "@/entities/brokerage-event"; } from "@/entities/brokerage-event";
import { useScreenSync } from "@/features/tbank-connection"; import { useScreenSync } from "@/features/tbank-connection";
import { type InvestmentResourceMeta, readRetry } from "@/shared/api";
import { import {
defaultPeriod, defaultPeriod,
isValidPeriod, isValidPeriod,
@@ -18,6 +17,8 @@ import {
type AccountEventsPageViewModel type AccountEventsPageViewModel
= | { = | {
allAccounts: boolean;
calculatedAt: string;
canApply: boolean; canApply: boolean;
draftPeriod: [null | string, null | string]; draftPeriod: [null | string, null | string];
events: BrokerageEvent[]; events: BrokerageEvent[];
@@ -27,13 +28,20 @@ type AccountEventsPageViewModel
onPeriodPopoverOpen: () => void; onPeriodPopoverOpen: () => void;
onReset: () => void; onReset: () => void;
partial?: boolean; partial?: boolean;
readRetry: ReturnType<typeof readRetry>;
source?: InvestmentResourceMeta; source?: InvestmentResourceMeta;
state: "loaded"; state: "loaded";
totalVisible: boolean;
window: { from: string; to: string };
}
| {
onReset: () => void;
readRetry: ReturnType<typeof readRetry>;
state: "error";
} }
| { onReset: () => void; state: "error" }
| { state: "loading" }; | { state: "loading" };
function useAccountEventsPageViewModel(): AccountEventsPageViewModel { function useAccountEventsPageVm(): AccountEventsPageViewModel {
const { accountId = "" } = useParams(); const { accountId = "" } = useParams();
const { const {
@@ -81,6 +89,8 @@ function useAccountEventsPageViewModel(): AccountEventsPageViewModel {
isFetching: events.isFetching, isFetching: events.isFetching,
}); });
const retry = readRetry([events]);
if (availability === "loading" && events.isLoading) if (availability === "loading" && events.isLoading)
return { state: "loading" }; return { state: "loading" };
@@ -92,14 +102,17 @@ function useAccountEventsPageViewModel(): AccountEventsPageViewModel {
if ((events.isError || events.meta?.lastAttempt.state === "failed") && !events.data) if ((events.isError || events.meta?.lastAttempt.state === "failed") && !events.data)
return { return {
onReset, onReset,
readRetry: retry,
state: "error", state: "error",
}; };
if (!events.data) if (!events.data)
return availability === "unavailable" return availability === "unavailable"
? { onReset, state: "error" } ? { onReset, readRetry: retry, state: "error" }
: { state: "loading" }; : { state: "loading" };
return { return {
allAccounts: accountId === "all",
calculatedAt: events.data.calculatedAt,
canApply: canApply:
(draftFrom !== appliedFrom || draftTo !== appliedTo) (draftFrom !== appliedFrom || draftTo !== appliedTo)
&& isValidPeriod(draftFrom, draftTo), && isValidPeriod(draftFrom, draftTo),
@@ -119,9 +132,12 @@ function useAccountEventsPageViewModel(): AccountEventsPageViewModel {
onPeriodPopoverOpen: () => setMinDate(moscowDate(new Date())), onPeriodPopoverOpen: () => setMinDate(moscowDate(new Date())),
onReset, onReset,
partial: events.meta?.completeness === "incomplete", partial: events.meta?.completeness === "incomplete",
readRetry: retry,
source: events.meta, source: events.meta,
state: "loaded", state: "loaded",
totalVisible: events.meta?.completeness === "complete",
window: events.data.window,
}; };
} }
export { type AccountEventsPageViewModel, useAccountEventsPageViewModel }; export { type AccountEventsPageViewModel, useAccountEventsPageVm };
@@ -4,7 +4,12 @@ import { Button, Group } from "@mantine/core";
import { StateView } from "@wealthledger/ui"; import { StateView } from "@wealthledger/ui";
import { useTranslation } from "react-i18next"; import { useTranslation } from "react-i18next";
type AccountEventsPageErrorProps = { onReset: () => void }; import { ReadRetryButton, type ReadRetryProps } from "@/shared/ui";
type AccountEventsPageErrorProps = {
onReset: () => void;
readRetry: ReadRetryProps;
};
const AccountEventsPageError: FC<AccountEventsPageErrorProps> = (props) => { const AccountEventsPageError: FC<AccountEventsPageErrorProps> = (props) => {
const { t } = useTranslation(); const { t } = useTranslation();
@@ -13,6 +18,13 @@ const AccountEventsPageError: FC<AccountEventsPageErrorProps> = (props) => {
<StateView <StateView
action={( action={(
<Group> <Group>
{props.readRetry.exhausted && (
<ReadRetryButton
onRetry={props.readRetry.onRetry}
retrying={props.readRetry.retrying}
/>
)}
<Button onClick={props.onReset} variant="default"> <Button onClick={props.onReset} variant="default">
{t("ledger.reset")} {t("ledger.reset")}
</Button> </Button>
@@ -13,9 +13,12 @@ import { useTranslation } from "react-i18next";
import { import {
BrokerageEventCard, BrokerageEventCard,
BrokerageEventGroup,
brokerageEventGroupKey,
brokerageEventKey, brokerageEventKey,
} from "@/entities/brokerage-event"; } from "@/entities/brokerage-event";
import { SourceSyncStatus } from "@/shared/ui"; import { formatDate, formatSnapshotTime, groupItems } from "@/shared/lib";
import { ReadRetry, 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>
); );
} }
@@ -62,10 +83,20 @@ const AccountEventsPageLoaded: FC<AccountEventsPageLoadedProps> = (props) => {
stale={props.source?.freshness === "stale"} stale={props.source?.freshness === "stale"}
/> />
<ReadRetry {...props.readRetry} />
{!!props.partial && <Alert role="status">{t("investment.partial")}</Alert>} {!!props.partial && <Alert role="status">{t("investment.partial")}</Alert>}
<Text c="dimmed">{t("events.hint")}</Text> <Text c="dimmed">{t("events.hint")}</Text>
<Text c="dimmed" size="sm">
{t("events.forecastWindow", {
date: formatSnapshotTime(props.calculatedAt),
from: formatDate(props.window.from),
to: formatDate(props.window.to),
})}
</Text>
<Group align="end"> <Group align="end">
<DatePickerInput <DatePickerInput
allowSingleDateInRange allowSingleDateInRange
@@ -26,6 +26,7 @@ import { afterEach, describe, expect, it, vi } from "vitest";
import type { IncomeAnalytics } from "@/entities/income"; import type { IncomeAnalytics } from "@/entities/income";
import { configureAuthClient } from "@/shared/api"; import { configureAuthClient } from "@/shared/api";
import { formatSnapshotTime } from "@/shared/lib";
import { createTestQueryClient } from "@/test/query"; import { createTestQueryClient } from "@/test/query";
import { resource } from "@/test/resource"; import { resource } from "@/test/resource";
import { server } from "@/test/server"; import { server } from "@/test/server";
@@ -33,10 +34,14 @@ import { server } from "@/test/server";
import { toIncomeDisplayModel } from "../../model/display"; import { toIncomeDisplayModel } from "../../model/display";
import { AccountIncomePage } from "./AccountIncomePage"; import { AccountIncomePage } from "./AccountIncomePage";
import { import {
useAccountIncomePageViewModel, useAccountIncomePageVm,
} from "./AccountIncomePage.vm"; } from "./AccountIncomePage.vm";
import { IncomePayments } from "./components/IncomePayments.view"; import { IncomePayments } from "./components/IncomePayments.view";
// Automatic read retries wait 1s + 2s before the failure is final.
const RETRIES_EXHAUSTED_MS = 6000;
const TEST_MS = 10_000;
const analytics const analytics
= { = {
accountId: "account-1", accountId: "account-1",
@@ -100,7 +105,10 @@ 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 +121,7 @@ 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 />
@@ -163,7 +171,7 @@ describe("AccountIncomePage", () => {
); );
const queryClient = createTestQueryClient(); const queryClient = createTestQueryClient();
const { result } = renderHook(() => useAccountIncomePageViewModel(), { const { result } = renderHook(() => useAccountIncomePageVm(), {
wrapper: ({ children }) => ( wrapper: ({ children }) => (
<QueryClientProvider client={queryClient}> <QueryClientProvider client={queryClient}>
<MemoryRouter initialEntries={["?from=2024-02-29&to=2024-03-01"]}> <MemoryRouter initialEntries={["?from=2024-02-29&to=2024-03-01"]}>
@@ -400,21 +408,124 @@ describe("AccountIncomePage", () => {
expect(screen.queryByText(/Сравнение с/)).not.toBeInTheDocument(); expect(screen.queryByText(/Сравнение с/)).not.toBeInTheDocument();
}); });
it("shows a quiet realized error", async () => { it.each([
["full", analytics],
["empty", { ...analytics, buckets: [], entries: [], instruments: [], totalsByCurrency: [] }],
])("shows the server source time and last attempt for a %s result", async (_name, data) => {
server.use( server.use(
http.get( http.get("*/api/v1/brokerage-accounts/account-1/income-analytics", () =>
"*/api/v1/brokerage-accounts/account-1/income-analytics", HttpResponse.json(
() => new HttpResponse(null, { status: 503 }), resource(data, {
freshness: "stale",
lastAttempt: {
finishedAt: "2026-08-27T01:00:00Z",
problems: [],
startedAt: "2026-08-27T00:59:00Z",
state: "failed",
},
lastSuccessfulAt: "2026-08-26T12:00:00Z",
}),
),
), ),
); );
renderPage(); renderPage();
expect( expect(await screen.findByText(/^Данные на /)).toHaveTextContent(
await screen.findByText("Не удалось рассчитать пассивный доход", undefined, { formatSnapshotTime("2026-08-26T12:00:00Z"),
timeout: 4000, );
}), expect(screen.getByText("Обновление не удалось")).toBeInTheDocument();
).toBeInTheDocument(); expect(screen.getByText("Данные требуют обновления")).toBeInTheDocument();
expect(screen.queryByRole("button", { name: "Повторить" })).not.toBeInTheDocument(); expect(screen.queryByRole("button", { name: "Повторить" })).not.toBeInTheDocument();
}); });
it(
"offers retry after an initial failure and recovers in place",
{ timeout: TEST_MS },
async () => {
let isFailing = true;
let requests = 0;
server.use(
http.get(
"*/api/v1/brokerage-accounts/account-1/income-analytics",
() => {
requests += 1;
return isFailing
? new HttpResponse(null, { status: 503 })
: HttpResponse.json(resource(analytics));
},
),
);
renderPage();
expect(
await screen.findByText(
"Не удалось рассчитать пассивный доход",
undefined,
{ timeout: RETRIES_EXHAUSTED_MS },
),
).toBeInTheDocument();
const retry = screen.getByRole("button", { name: "Повторить" });
expect(requests).toBe(3);
isFailing = false;
fireEvent.click(retry);
expect(
await screen.findByRole("region", { name: "Выплаты" }),
).toBeInTheDocument();
expect(requests).toBe(4);
},
);
it(
"keeps cached income, warns and retries the same GET",
{ timeout: TEST_MS },
async () => {
let isFailing = false;
let requests = 0;
server.use(
http.get(
"*/api/v1/brokerage-accounts/account-1/income-analytics",
() => {
requests += 1;
return isFailing
? HttpResponse.json(
{ code: "TBANK_UNAVAILABLE" },
{ status: 503 },
)
: HttpResponse.json(resource(analytics));
},
),
);
const { queryClient } = renderPage();
await screen.findByRole("region", { name: "Выплаты" });
expect(screen.queryByRole("button", { name: "Повторить" }))
.not.toBeInTheDocument();
isFailing = true;
void queryClient.invalidateQueries({
queryKey: ["get", "/api/v1/brokerage-accounts/{accountId}/income-analytics"],
});
const retry = await screen.findByRole(
"button",
{ name: "Повторить" },
{ timeout: RETRIES_EXHAUSTED_MS },
);
expect(screen.getByText("Не удалось обновить данные")).toBeInTheDocument();
expect(screen.getByRole("region", { name: "Выплаты" })).toBeInTheDocument();
expect(requests).toBe(4);
isFailing = false;
fireEvent.click(retry);
await waitFor(() =>
expect(screen.queryByText("Не удалось обновить данные"))
.not.toBeInTheDocument());
expect(requests).toBe(5);
},
);
}); });
const LocationProbe: FC = () => { const LocationProbe: FC = () => {
@@ -674,10 +785,116 @@ describe("income period and snapshot boundary", () => {
expect(screen.queryByText("USD")).not.toBeInTheDocument(); expect(screen.queryByText("USD")).not.toBeInTheDocument();
const cards = screen.getAllByRole("listitem"); const cards = screen.getAllByRole("listitem");
expect(cards).toHaveLength(3); expect(cards).toHaveLength(3);
expect(cards[0]).toHaveTextContent("+10 USD"); expect(cards[0]).toHaveTextContent("+10 $");
expect(cards[1]).toHaveTextContent("−2 ₽"); expect(cards[1]).toHaveTextContent("−2 ₽");
expect(cards[2]).toHaveTextContent("−3 ₽"); expect(cards[2]).toHaveTextContent("−3 ₽");
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("Выплата купонов BOND")).toBeInTheDocument();
expect(screen.getByText("+30 ₽")).toBeInTheDocument();
const accounts = within(screen.getByRole("list", {
name: /Выплата купонов 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: /Выплата купонов 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("Выплата купонов BOND");
expect(screen.queryByText("+30 ₽")).not.toBeInTheDocument();
view.unmount();
completeness = "complete";
renderPage(undefined, "all");
expect(await screen.findByText("+30 ₽")).toBeInTheDocument();
});
}); });
@@ -1,17 +1,17 @@
import type { FC } from "react"; import type { FC } from "react";
import { useAccountIncomePageViewModel } from "./AccountIncomePage.vm"; import { useAccountIncomePageVm } from "./AccountIncomePage.vm";
import { AccountIncomePageError } from "./components/AccountIncomePageError.view"; import { AccountIncomePageError } from "./components/AccountIncomePageError.view";
import { AccountIncomePageLoaded } from "./components/AccountIncomePageLoaded.view"; import { AccountIncomePageLoaded } from "./components/AccountIncomePageLoaded.view";
import { AccountIncomePageLoading } from "./components/AccountIncomePageLoading.view"; import { AccountIncomePageLoading } from "./components/AccountIncomePageLoading.view";
const AccountIncomePage: FC = () => { const AccountIncomePage: FC = () => {
const viewModel = useAccountIncomePageViewModel(); const vm = useAccountIncomePageVm();
if (viewModel.state === "loading") return <AccountIncomePageLoading />; if (vm.state === "loading") return <AccountIncomePageLoading />;
return viewModel.state === "error" return vm.state === "error"
? <AccountIncomePageError {...viewModel} /> ? <AccountIncomePageError {...vm} />
: <AccountIncomePageLoaded {...viewModel} />; : <AccountIncomePageLoaded {...vm} />;
}; };
export { AccountIncomePage }; export { AccountIncomePage };
@@ -5,6 +5,7 @@ import { useParams, useSearchParams } from "react-router";
import { type IncomeAnalytics, useIncomeAnalytics } from "@/entities/income"; import { type IncomeAnalytics, useIncomeAnalytics } from "@/entities/income";
import { useScreenSync } from "@/features/tbank-connection"; import { useScreenSync } from "@/features/tbank-connection";
import { type InvestmentResourceMeta, readRetry } from "@/shared/api";
import { isValidPeriod, moscowDate, useInitialAvailability } from "@/shared/lib"; import { isValidPeriod, moscowDate, useInitialAvailability } from "@/shared/lib";
import { import {
@@ -30,15 +31,19 @@ type AccountIncomePageViewModel
onReset: () => void; onReset: () => void;
onSubmit: (values: IncomeForm) => void; onSubmit: (values: IncomeForm) => void;
partial?: boolean; partial?: boolean;
readRetry: ReturnType<typeof readRetry>;
source?: InvestmentResourceMeta;
state: "loaded"; state: "loaded";
totalVisible: boolean;
} }
| { | {
period: IncomePeriod; period: IncomePeriod;
readRetry: ReturnType<typeof readRetry>;
state: "error"; state: "error";
} }
| { state: "loading" }; | { state: "loading" };
const useAccountIncomePageViewModel = (): AccountIncomePageViewModel => { const useAccountIncomePageVm = (): AccountIncomePageViewModel => {
const { accountId = "" } = useParams(); const { accountId = "" } = useParams();
const [searchParameters, setSearchParameters] = useSearchParams(); const [searchParameters, setSearchParameters] = useSearchParams();
@@ -83,12 +88,14 @@ const useAccountIncomePageViewModel = (): AccountIncomePageViewModel => {
isFetching: analytics.isFetching, isFetching: analytics.isFetching,
}); });
const retry = readRetry([analytics]);
if (availability === "loading" && analytics.isLoading) if (availability === "loading" && analytics.isLoading)
return { state: "loading" }; return { state: "loading" };
if (!analytics.data) if (!analytics.data)
return availability === "unavailable" return availability === "unavailable"
? { period, state: "error" } ? { period, readRetry: retry, state: "error" }
: { state: "loading" }; : { state: "loading" };
const display = toIncomeDisplayModel(analytics.data); const display = toIncomeDisplayModel(analytics.data);
@@ -115,7 +122,10 @@ const useAccountIncomePageViewModel = (): AccountIncomePageViewModel => {
onReset, onReset,
onSubmit, onSubmit,
partial: analytics.meta?.completeness === "incomplete", partial: analytics.meta?.completeness === "incomplete",
readRetry: retry,
source: analytics.meta,
state: "loaded", state: "loaded",
totalVisible: analytics.meta?.completeness === "complete",
}; };
}; };
@@ -136,5 +146,5 @@ function isValidIncomePeriod(period: IncomePeriod): boolean {
export { export {
type AccountIncomePageViewModel, type AccountIncomePageViewModel,
useAccountIncomePageViewModel, useAccountIncomePageVm,
}; };
@@ -3,15 +3,27 @@ import type { FC } from "react";
import { StateView } from "@wealthledger/ui"; import { StateView } from "@wealthledger/ui";
import { useTranslation } from "react-i18next"; import { useTranslation } from "react-i18next";
import { ReadRetryButton } from "@/shared/ui";
import type { AccountIncomePageViewModel } from "../AccountIncomePage.vm"; import type { AccountIncomePageViewModel } from "../AccountIncomePage.vm";
type ErrorProps = Extract<AccountIncomePageViewModel, { state: "error" }>; type ErrorProps = Extract<AccountIncomePageViewModel, { state: "error" }>;
const AccountIncomePageError: FC<ErrorProps> = () => { const AccountIncomePageError: FC<ErrorProps> = (props) => {
const { t } = useTranslation(); const { t } = useTranslation();
const retry = props.readRetry.exhausted
? (
<ReadRetryButton
onRetry={props.readRetry.onRetry}
retrying={props.readRetry.retrying}
/>
)
: undefined;
return ( return (
<StateView <StateView
action={retry}
error error
text={t("income.errorText")} text={t("income.errorText")}
title={t("income.errorTitle")} title={t("income.errorTitle")}
@@ -9,6 +9,8 @@ import { StateView } from "@wealthledger/ui";
import { FormProvider } from "react-hook-form"; import { FormProvider } from "react-hook-form";
import { useTranslation } from "react-i18next"; import { useTranslation } from "react-i18next";
import { ReadRetry, SourceSyncStatus } from "@/shared/ui";
import type { AccountIncomePageViewModel } from "../AccountIncomePage.vm"; import type { AccountIncomePageViewModel } from "../AccountIncomePage.vm";
import classes from "../AccountIncomePage.module.css"; import classes from "../AccountIncomePage.module.css";
@@ -49,11 +51,23 @@ const AccountIncomePageLoaded: FC<LoadedProps> = (props) => {
/> />
</FormProvider> </FormProvider>
<SourceSyncStatus
lastAttempt={props.source?.lastAttempt}
lastSuccessfulAt={props.source?.lastSuccessfulAt}
stale={props.source?.freshness === "stale"}
/>
<ReadRetry {...props.readRetry} />
<AccountIncomePageLoadedSummary {...props} /> <AccountIncomePageLoadedSummary {...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>
); );
@@ -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 +90,16 @@ function configureTestAuth() {
}); });
} }
function renderPage(search = "") { function renderPage(
search = "",
accountId = "account-1",
queryClient = createTestQueryClient(),
) {
return render( return render(
<QueryClientProvider client={createTestQueryClient()}> <QueryClientProvider client={queryClient}>
<MantineProvider> <MantineProvider>
<MemoryRouter <MemoryRouter
initialEntries={[`/accounts/account-1/operations${search}`]} initialEntries={[`/accounts/${accountId}/operations${search}`]}
> >
<Routes> <Routes>
<Route <Route
@@ -90,6 +113,18 @@ function renderPage(search = "") {
); );
} }
// Automatic read retries wait 1s + 2s before the failure is final.
const RETRIES_EXHAUSTED_MS = 6000;
const TEST_MS = 10_000;
const loadedOperations = {
accountId: "account-1",
hasNext: false,
items: [operation],
nextCursor: null,
observedAt: "2026-08-14T00:00:00Z",
};
describe("LedgerEntryRow", () => { describe("LedgerEntryRow", () => {
it("marks cashless operations without rendering operation details", () => { it("marks cashless operations without rendering operation details", () => {
render( render(
@@ -217,6 +252,27 @@ 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",
@@ -384,7 +440,7 @@ describe("AccountOperationsPage", () => {
renderPage(); renderPage();
expect( expect(
await screen.findByRole("heading", { name: "Журнал операций" }), await screen.findByRole("heading", { name: "История операций" }),
).toBeInTheDocument(); ).toBeInTheDocument();
expect( expect(
screen.queryByRole("link", { name: "К счету" }), screen.queryByRole("link", { name: "К счету" }),
@@ -426,7 +482,7 @@ describe("AccountOperationsPage", () => {
renderPage(); renderPage();
expect( expect(
await screen.findByRole("heading", { name: "Журнал операций" }), await screen.findByRole("heading", { name: "История операций" }),
).toBeInTheDocument(); ).toBeInTheDocument();
await waitFor(() => expect(searches.length).toBeGreaterThan(0)); await waitFor(() => expect(searches.length).toBeGreaterThan(0));
const countBefore = searches.length; const countBefore = searches.length;
@@ -465,7 +521,7 @@ describe("AccountOperationsPage", () => {
renderPage(); renderPage();
expect( expect(
await screen.findByRole("heading", { name: "Журнал операций" }), await screen.findByRole("heading", { name: "История операций" }),
).toBeInTheDocument(); ).toBeInTheDocument();
fireEvent.click(screen.getByRole("combobox", { name: "Категории" })); fireEvent.click(screen.getByRole("combobox", { name: "Категории" }));
fireEvent.click(await screen.findByText("Налог")); fireEvent.click(await screen.findByText("Налог"));
@@ -478,21 +534,115 @@ describe("AccountOperationsPage", () => {
expect(screen.getByRole("button", { name: "Применить" })).toBeDisabled(); expect(screen.getByRole("button", { name: "Применить" })).toBeDisabled();
}); });
it("renders an error state", async () => { it("does not show the history loading alert when coverage is partial", async () => {
configureTestAuth(); configureTestAuth();
server.use( server.use(
http.get("*/api/v1/brokerage-accounts/:accountId/operations", () => http.get(
HttpResponse.json({ code: "TBANK_UNAVAILABLE" }, { status: 503 }), "*/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(); renderPage();
expect( expect(
await screen.findByText("Не удалось загрузить журнал", undefined, { await screen.findByText("История догружается"),
timeout: 4000,
}),
).toBeInTheDocument(); ).toBeInTheDocument();
}); });
it(
"renders an error state with retry that recovers in place",
{ timeout: TEST_MS },
async () => {
configureTestAuth();
let isFailing = true;
let requests = 0;
server.use(
http.get("*/api/v1/brokerage-accounts/:accountId/operations", () => {
requests += 1;
return isFailing
? HttpResponse.json({ code: "TBANK_UNAVAILABLE" }, { status: 503 })
: HttpResponse.json(resource(loadedOperations));
}),
);
renderPage();
expect(
await screen.findByText("Не удалось загрузить историю операций", undefined, {
timeout: RETRIES_EXHAUSTED_MS,
}),
).toBeInTheDocument();
expect(requests).toBe(3);
isFailing = false;
fireEvent.click(screen.getByRole("button", { name: "Повторить" }));
expect(await screen.findByText("Покупка акций")).toBeInTheDocument();
expect(requests).toBe(4);
},
);
it(
"keeps cached operations, warns and retries the same GET",
{ timeout: TEST_MS },
async () => {
configureTestAuth();
let isFailing = false;
let requests = 0;
server.use(
http.get("*/api/v1/brokerage-accounts/:accountId/operations", () => {
requests += 1;
return isFailing
? HttpResponse.json({ code: "TBANK_UNAVAILABLE" }, { status: 503 })
: HttpResponse.json(resource(loadedOperations));
}),
);
const queryClient = createTestQueryClient();
renderPage("", "account-1", queryClient);
await screen.findByText("Покупка акций");
expect(screen.queryByRole("button", { name: "Повторить" }))
.not.toBeInTheDocument();
isFailing = true;
void queryClient.invalidateQueries({
queryKey: [
"get",
"/api/v1/brokerage-accounts/{accountId}/operations",
],
});
const retry = await screen.findByRole(
"button",
{ name: "Повторить" },
{ timeout: RETRIES_EXHAUSTED_MS },
);
expect(screen.getByText("Не удалось обновить данные")).toBeInTheDocument();
expect(screen.getByText("Покупка акций")).toBeInTheDocument();
expect(requests).toBe(4);
isFailing = false;
fireEvent.click(retry);
await waitFor(() =>
expect(screen.queryByText("Не удалось обновить данные"))
.not.toBeInTheDocument());
expect(requests).toBe(5);
},
);
it("keeps a null operations envelope loading instead of a confirmed empty period", async () => { it("keeps a null operations envelope loading instead of a confirmed empty period", async () => {
configureTestAuth(); configureTestAuth();
server.use( server.use(
@@ -602,3 +752,73 @@ 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: /Выплата купонов BOND, Исполнено/,
});
expect(screen.getByText("Выплата купонов 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();
});
});
@@ -6,15 +6,15 @@ import { AccountOperationsPageLoaded } from "./components/AccountOperationsPageL
import { AccountOperationsPageLoading } from "./components/AccountOperationsPageLoading.view"; import { AccountOperationsPageLoading } from "./components/AccountOperationsPageLoading.view";
const AccountOperationsPage: FC = () => { const AccountOperationsPage: FC = () => {
const viewModel = useAccountOperationsPageVm(); const vm = useAccountOperationsPageVm();
if (viewModel.state === "loading") { if (vm.state === "loading") {
return <AccountOperationsPageLoading />; return <AccountOperationsPageLoading />;
} }
return viewModel.state === "error" return vm.state === "error"
? <AccountOperationsPageError {...viewModel} /> ? <AccountOperationsPageError {...vm} />
: <AccountOperationsPageLoaded {...viewModel} />; : <AccountOperationsPageLoaded {...vm} />;
}; };
export { AccountOperationsPage }; export { AccountOperationsPage };
@@ -12,7 +12,12 @@ import {
useBrokerageOperationHistory, useBrokerageOperationHistory,
} from "@/entities/broker-operation"; } from "@/entities/broker-operation";
import { useScreenSync } from "@/features/tbank-connection"; import { useScreenSync } from "@/features/tbank-connection";
import { ApiErrorCode, apiErrorCode, isApiErrorCode } from "@/shared/api"; import {
ApiErrorCode,
apiErrorCode,
isApiErrorCode,
readRetry,
} from "@/shared/api";
import { import {
defaultPeriod, defaultPeriod,
isValidPeriod, isValidPeriod,
@@ -25,6 +30,7 @@ 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];
@@ -41,10 +47,16 @@ type AccountOperationsPageViewModel
onPrevious: () => void; onPrevious: () => void;
onReset: () => void; onReset: () => void;
partial?: boolean; partial?: boolean;
readRetry: ReturnType<typeof readRetry>;
source?: InvestmentResourceMeta; source?: InvestmentResourceMeta;
state: "loaded"; state: "loaded";
totalVisible: boolean;
}
| {
onReset: () => void;
readRetry: ReturnType<typeof readRetry>;
state: "error";
} }
| { onReset: () => void; state: "error" }
| { state: "loading" }; | { state: "loading" };
const useAccountOperationsPageVm = (): AccountOperationsPageViewModel => { const useAccountOperationsPageVm = (): AccountOperationsPageViewModel => {
@@ -105,6 +117,8 @@ const useAccountOperationsPageVm = (): AccountOperationsPageViewModel => {
isFetching: operations.isFetching, isFetching: operations.isFetching,
}); });
const retry = readRetry([operations]);
if (availability === "loading" && operations.isLoading) if (availability === "loading" && operations.isLoading)
return { state: "loading" }; return { state: "loading" };
@@ -132,11 +146,11 @@ const useAccountOperationsPageVm = (): AccountOperationsPageViewModel => {
(isInvalidCursor || !operations.data) (isInvalidCursor || !operations.data)
&& (operations.isError || operations.meta?.lastAttempt.state === "failed") && (operations.isError || operations.meta?.lastAttempt.state === "failed")
) )
return { onReset, state: "error" }; return { onReset, readRetry: retry, state: "error" };
if (!operations.data) if (!operations.data)
return availability === "unavailable" return availability === "unavailable"
? { onReset, state: "error" } ? { onReset, readRetry: retry, state: "error" }
: { state: "loading" }; : { state: "loading" };
const nextCursor = operations.data.nextCursor; const nextCursor = operations.data.nextCursor;
@@ -147,14 +161,13 @@ 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: () => {
@@ -181,8 +194,10 @@ const useAccountOperationsPageVm = (): AccountOperationsPageViewModel => {
onPrevious: history.onPrevious, onPrevious: history.onPrevious,
onReset, onReset,
partial: operations.meta?.completeness === "incomplete", partial: operations.meta?.completeness === "incomplete",
readRetry: retry,
source: operations.meta, source: operations.meta,
state: "loaded", state: "loaded",
totalVisible: operations.meta?.completeness === "complete",
}; };
}; };
@@ -1,9 +1,11 @@
import type { FC } from "react"; import type { FC } from "react";
import { Button } from "@mantine/core"; import { Button, Group } from "@mantine/core";
import { StateView } from "@wealthledger/ui"; import { StateView } from "@wealthledger/ui";
import { useTranslation } from "react-i18next"; import { useTranslation } from "react-i18next";
import { ReadRetryButton } from "@/shared/ui";
import type { AccountOperationsPageViewModel } from "../AccountOperationsPage.vm"; import type { AccountOperationsPageViewModel } from "../AccountOperationsPage.vm";
type AccountOperationsPageErrorProps = Extract< type AccountOperationsPageErrorProps = Extract<
@@ -19,9 +21,18 @@ const AccountOperationsPageError: FC<AccountOperationsPageErrorProps> = (
return ( return (
<StateView <StateView
action={( action={(
<Button onClick={props.onReset} variant="default"> <Group gap="sm" justify="center">
{t("ledger.reset")} {props.readRetry.exhausted && (
</Button> <ReadRetryButton
onRetry={props.readRetry.onRetry}
retrying={props.readRetry.retrying}
/>
)}
<Button onClick={props.onReset} variant="default">
{t("ledger.reset")}
</Button>
</Group>
)} )}
text={t("ledger.errorText")} text={t("ledger.errorText")}
title={t("ledger.errorTitle")} title={t("ledger.errorTitle")}
@@ -12,8 +12,14 @@ 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 {
import { SourceSyncStatus } from "@/shared/ui"; brokerageOperationGroupKey,
LedgerEntryRow,
operationCategories,
OperationGroup,
} from "@/entities/broker-operation";
import { groupItems } from "@/shared/lib";
import { ReadRetry, 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) {
@@ -69,6 +102,8 @@ const AccountOperationsPageLoaded: FC<AccountOperationsPageLoadedProps> = (
stale={props.source?.freshness === "stale"} stale={props.source?.freshness === "stale"}
/> />
<ReadRetry {...props.readRetry} />
{!!props.partial && <Alert role="status">{t("investment.partial")}</Alert>} {!!props.partial && <Alert role="status">{t("investment.partial")}</Alert>}
{!!props.historyLoading && <Alert>{t("investment.history")}</Alert>} {!!props.historyLoading && <Alert>{t("investment.history")}</Alert>}
@@ -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");
});
});
+300
View File
@@ -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",
}, },
+145 -5
View File
@@ -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,
@@ -13,7 +23,7 @@ function sections(positions: Portfolio["positions"]) {
} }
describe("account position sections", () => { describe("account position sections", () => {
it("excludes currency instruments only from display, preserving order and share denominators", () => { it("excludes currency mirrors from display and share denominators", () => {
const otherTypes = [ const otherTypes = [
"OPTION", "OPTION",
"OTHER", "OTHER",
@@ -63,12 +73,30 @@ describe("account position sections", () => {
"FIGI-FUND", "FIGI-FUND",
...otherTypes.map(type => `FIGI-${type}-NEXT`), ...otherTypes.map(type => `FIGI-${type}-NEXT`),
]); ]);
expect(sections[0]?.groups[0]?.positions[0].shareText).toBe("40 %"); expect(sections[0]?.groups[0]?.positions[0].shareText).toBe("50 %");
expect(sections[1]?.groups[0]?.positions[0].shareText).toBe("20 %"); expect(sections[1]?.groups[0]?.positions[0].shareText).toBe("25 %");
expect(sections[2]?.groups[1]?.positions[0].shareText).toBe("20 %"); expect(sections[2]?.groups[1]?.positions[0].shareText).toBe("25 %");
expect(snapshot).toEqual(original); expect(snapshot).toEqual(original);
}); });
it("keeps all-account positions from both accounts without counting mirrored cash", () => {
const result = sections([
makePosition({ account: { id: "a", name: "Основной" }, currentValue: { currency: "RUB", value: "100" } }),
makePosition({ account: { id: "a", name: "Основной" }, currentValue: { currency: "RUB", value: "50" }, type: "CURRENCY" }),
makePosition({ account: { id: "b", name: "ИИС" }, currentValue: { currency: "RUB", value: "100" } }),
]);
const visible = result.flatMap(section =>
section.groups.flatMap(group => group.positions));
expect(visible)
.toEqual(expect.arrayContaining([
expect.objectContaining({ account: { id: "a", name: "Основной" }, shareText: "50 %" }),
expect.objectContaining({ account: { id: "b", name: "ИИС" }, shareText: "50 %" }),
]));
expect(visible).toHaveLength(2);
});
it("prepares grouped position sections with derived display data", () => { it("prepares grouped position sections with derived display data", () => {
expect( expect(
toAccountPagePositionSections(portfolio).map(({ groups, kind }) => ({ toAccountPagePositionSections(portfolio).map(({ groups, kind }) => ({
@@ -82,6 +110,8 @@ 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 +125,8 @@ 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 +139,8 @@ 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 +221,109 @@ 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" }]);
});
});
+124 -2
View File
@@ -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[] {
@@ -67,13 +111,48 @@ 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[] {
const denominators = new Map<string, number>(); const denominators = new Map<string, number>();
for (const position of portfolio.positions) { for (const position of portfolio.positions) {
if (!position.currentValue) continue; if (position.type === "CURRENCY" || !position.currentValue) continue;
const currency = position.currentValue.currency; const currency = position.currentValue.currency;
denominators.set( denominators.set(
currency, currency,
@@ -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,
}; };
+10 -1
View File
@@ -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 {
File diff suppressed because it is too large Load Diff
@@ -1,36 +1,48 @@
import type { FC } from "react"; import type { FC } from "react";
import { useAccountPageViewModel } from "./AccountPage.vm"; import { useAccountPageVm } from "./AccountPage.vm";
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";
const AccountPage: FC = () => { const AccountPage: FC = () => {
const viewModel = useAccountPageViewModel(); const vm = useAccountPageVm();
if (viewModel.state === "loading") return <AccountPageLoading />; if (vm.state === "loading") return <AccountPageLoading />;
if (viewModel.state === "error") return <AccountPageError {...viewModel} />; if (vm.state === "error") return <AccountPageError {...vm} />;
if (viewModel.state === "empty") if (vm.state === "empty")
return ( return (
<AccountPageEmpty <AccountPageEmpty
account={viewModel.account} account={vm.account}
accountId={viewModel.accountId} accountId={vm.accountId}
incomeSummary={viewModel.incomeSummary} incomeSummary={vm.incomeSummary}
recentEvents={viewModel.recentEvents} readRetry={vm.readRetry}
recentOperations={viewModel.recentOperations} recentEvents={vm.recentEvents}
recentOperations={vm.recentOperations}
source={vm.source}
/> />
); );
return ( return (
<AccountPageLoaded <AccountPageLoaded
account={viewModel.account} account={vm.account}
accountId={viewModel.accountId} accountId={vm.accountId}
incomeSummary={viewModel.incomeSummary} concentration={vm.concentration}
partial={viewModel.partial} currency={vm.currency}
portfolio={viewModel.portfolio} incomeSummary={vm.incomeSummary}
positionSections={viewModel.positionSections} onCurrencyChange={vm.onCurrencyChange}
recentEvents={viewModel.recentEvents} onSliceChange={vm.onSliceChange}
recentOperations={viewModel.recentOperations} onTabChange={vm.onTabChange}
partial={vm.partial}
portfolio={vm.portfolio}
positionSections={vm.positionSections}
readRetry={vm.readRetry}
recentEvents={vm.recentEvents}
recentOperations={vm.recentOperations}
slice={vm.slice}
source={vm.source}
tab={vm.tab}
unrealizedReturns={vm.unrealizedReturns}
/> />
); );
}; };
@@ -12,7 +12,7 @@ import { resource } from "@/test/resource";
import { server } from "@/test/server"; import { server } from "@/test/server";
import { portfolio } from "../../model/positions.fixtures"; import { portfolio } from "../../model/positions.fixtures";
import { useAccountPageViewModel } from "./AccountPage.vm"; import { useAccountPageVm } from "./AccountPage.vm";
function configureTestAuth() { function configureTestAuth() {
configureAuthClient({ configureAuthClient({
@@ -102,12 +102,12 @@ function mockLoadedAccountPage() {
); );
} }
describe("useAccountPageViewModel", () => { describe("useAccountPageVm", () => {
it("prepares recent operations and events state for presentation views", async () => { it("prepares recent operations and events state for presentation views", async () => {
configureTestAuth(); configureTestAuth();
mockLoadedAccountPage(); mockLoadedAccountPage();
const { result } = renderHook(() => useAccountPageViewModel(), { const { result } = renderHook(() => useAccountPageVm(), {
wrapper: createWrapper(), wrapper: createWrapper(),
}); });
@@ -154,7 +154,7 @@ describe("useAccountPageViewModel", () => {
), ),
); );
const { result } = renderHook(() => useAccountPageViewModel(), { const { result } = renderHook(() => useAccountPageVm(), {
wrapper: createWrapper(), wrapper: createWrapper(),
}); });
@@ -194,7 +194,7 @@ it("keeps overview sections independent when their source data is incomplete", a
), ),
); );
const { result } = renderHook(() => useAccountPageViewModel(), { const { result } = renderHook(() => useAccountPageVm(), {
wrapper: createWrapper(), wrapper: createWrapper(),
}); });
@@ -232,7 +232,7 @@ it("keeps overview sections loaded without exposing technical retry", async () =
), ),
); );
const { result } = renderHook(() => useAccountPageViewModel(), { const { result } = renderHook(() => useAccountPageVm(), {
wrapper: createWrapper(), wrapper: createWrapper(),
}); });
@@ -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";
@@ -14,12 +16,20 @@ import {
import { useIncomeSummary } from "@/entities/income"; import { useIncomeSummary } from "@/entities/income";
import { usePortfolio } from "@/entities/portfolio"; import { usePortfolio } from "@/entities/portfolio";
import { useScreenSync } from "@/features/tbank-connection"; import { useScreenSync } from "@/features/tbank-connection";
import { ApiErrorCode, apiErrorCode, isApiErrorCode } from "@/shared/api"; import { apiErrorCode, isBrokerageAccessLoss, readRetry } 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,
@@ -35,8 +45,10 @@ type AccountPageContent = {
accountId?: string; accountId?: string;
incomeSummary: AccountPageIncomeSummary; incomeSummary: AccountPageIncomeSummary;
partial?: boolean; partial?: boolean;
readRetry: AccountPageReadRetry;
recentEvents: AccountPageRecentEvents; recentEvents: AccountPageRecentEvents;
recentOperations: AccountPageRecentOperations; recentOperations: AccountPageRecentOperations;
source?: InvestmentResourceMeta;
}; };
type AccountPageEmptyViewModel = AccountPageContent & { type AccountPageEmptyViewModel = AccountPageContent & {
@@ -44,27 +56,47 @@ 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[];
source?: InvestmentResourceMeta; slice: Slice;
state: "loaded"; state: "loaded";
tab: string;
unrealizedReturns: Portfolio["totalsByCurrency"];
}; };
type AccountPageReadRetry = ReturnType<typeof readRetry>;
type AccountPageViewModel type AccountPageViewModel
= | AccountPageEmptyViewModel = | AccountPageEmptyViewModel
| AccountPageLoadedViewModel | AccountPageLoadedViewModel
| { code?: string; state: "error" } | { code?: string; readRetry: AccountPageReadRetry; state: "error" }
| { state: "loading" }; | { state: "loading" };
function isPortfolioAccessFailure(code?: string) { function useAccountPageVm(): AccountPageViewModel {
return isApiErrorCode(code, ApiErrorCode.Forbidden)
|| isApiErrorCode(code, ApiErrorCode.InvalidTbankToken)
|| isApiErrorCode(code, ApiErrorCode.NotFound)
|| isApiErrorCode(code, ApiErrorCode.TbankNotConnected);
}
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, {
@@ -84,7 +116,9 @@ function useAccountPageViewModel(): AccountPageViewModel {
]); ]);
const code = apiErrorCode(portfolio.error); const code = apiErrorCode(portfolio.error);
const isAccessFailure = isPortfolioAccessFailure(code); // The portfolio drives this screen; the retry repeats only its GET.
const retry = readRetry([portfolio]);
const isAccessFailure = isBrokerageAccessLoss(code);
const availability = useInitialAvailability({ const availability = useInitialAvailability({
hasContent: !!portfolio.data, hasContent: !!portfolio.data,
@@ -93,12 +127,13 @@ function useAccountPageViewModel(): AccountPageViewModel {
isFetching: portfolio.isFetching, isFetching: portfolio.isFetching,
}); });
if (isAccessFailure) return { code, state: "error" as const }; if (isAccessFailure)
return { code, readRetry: retry, state: "error" as const };
if (!portfolio.data) if (!portfolio.data)
return { return availability === "unavailable"
state: availability === "unavailable" ? "error" : "loading", ? { code, readRetry: retry, state: "error" as const }
} as const; : { state: "loading" as const };
const account = accounts.data?.find(item => item.id === accountId); const account = accounts.data?.find(item => item.id === accountId);
const recentOperations = toRecentOperations(accountId, operations); const recentOperations = toRecentOperations(accountId, operations);
@@ -115,25 +150,53 @@ function useAccountPageViewModel(): AccountPageViewModel {
account, account,
accountId, accountId,
incomeSummary, incomeSummary,
readRetry: retry,
recentEvents, recentEvents,
recentOperations, recentOperations,
source: portfolio.meta,
state: "empty" as const, state: "empty" as const,
}; };
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),
readRetry: retry,
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),
}; };
} }
export { useAccountPageViewModel }; export { useAccountPageVm };
@@ -5,9 +5,10 @@ import { StateView } from "@wealthledger/ui";
import { useTranslation } from "react-i18next"; import { useTranslation } from "react-i18next";
import type { BrokerageAccount } from "@/entities/brokerage-account"; import type { BrokerageAccount } from "@/entities/brokerage-account";
import type { InvestmentResourceMeta } from "@/shared/api";
import { BrokerageEventsPreview } from "@/entities/brokerage-event"; import { BrokerageEventsPreview } from "@/entities/brokerage-event";
import { PortfolioStructure } from "@/widgets/portfolio-structure"; import { ReadRetry, type ReadRetryProps, SourceSyncStatus } from "@/shared/ui";
import type { import type {
AccountPageIncomeSummary, AccountPageIncomeSummary,
@@ -17,14 +18,17 @@ import type {
import { AccountHeading } from "./AccountHeading.view"; import { AccountHeading } from "./AccountHeading.view";
import { IncomeSummary } from "./IncomeSummary.view"; import { IncomeSummary } from "./IncomeSummary.view";
import { PortfolioStructure } from "./PortfolioStructure/PortfolioStructure";
import { RecentOperations } from "./RecentOperations.view"; import { RecentOperations } from "./RecentOperations.view";
type AccountPageEmptyProps = { type AccountPageEmptyProps = {
account?: BrokerageAccount; account?: BrokerageAccount;
accountId?: string; accountId?: string;
incomeSummary?: AccountPageIncomeSummary; incomeSummary?: AccountPageIncomeSummary;
readRetry?: ReadRetryProps;
recentEvents: AccountPageRecentEvents; recentEvents: AccountPageRecentEvents;
recentOperations: AccountPageRecentOperations; recentOperations: AccountPageRecentOperations;
source?: InvestmentResourceMeta;
}; };
const AccountPageEmpty: FC<AccountPageEmptyProps> = (props) => { const AccountPageEmpty: FC<AccountPageEmptyProps> = (props) => {
@@ -40,15 +44,29 @@ const AccountPageEmpty: FC<AccountPageEmptyProps> = (props) => {
<Stack> <Stack>
<AccountHeading account={props.account} accountId={props.accountId} /> <AccountHeading account={props.account} accountId={props.accountId} />
<SourceSyncStatus
lastAttempt={props.source?.lastAttempt}
lastSuccessfulAt={props.source?.lastSuccessfulAt}
stale={props.source?.freshness === "stale"}
/>
{!!props.readRetry && <ReadRetry {...props.readRetry} />}
<StateView text={text} title={t("portfolio.emptyTitle")} /> <StateView text={text} title={t("portfolio.emptyTitle")} />
<PortfolioStructure <PortfolioStructure
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>
@@ -6,8 +6,12 @@ import { useTranslation } from "react-i18next";
import { Link } from "react-router"; import { Link } from "react-router";
import { ApiErrorCode, isApiErrorCode } from "@/shared/api"; import { ApiErrorCode, isApiErrorCode } from "@/shared/api";
import { ReadRetryButton, type ReadRetryProps } from "@/shared/ui";
type AccountPageErrorProps = { code?: string }; type AccountPageErrorProps = {
code?: string;
readRetry?: ReadRetryProps;
};
const AccountPageError: FC<AccountPageErrorProps> = (props) => { const AccountPageError: FC<AccountPageErrorProps> = (props) => {
const { code } = props; const { code } = props;
@@ -43,8 +47,18 @@ const AccountPageError: FC<AccountPageErrorProps> = (props) => {
/> />
); );
const retry = props.readRetry?.exhausted
? (
<ReadRetryButton
onRetry={props.readRetry.onRetry}
retrying={props.readRetry.retrying}
/>
)
: undefined;
return ( return (
<StateView <StateView
action={retry}
text={t("states.unavailableText")} text={t("states.unavailableText")}
title={t("states.unavailableTitle")} title={t("states.unavailableTitle")}
/> />
@@ -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 +14,10 @@ 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 { SourceSyncStatus } from "@/shared/ui"; import { formatMoney } from "@/shared/lib";
import { PortfolioStructure } from "@/widgets/portfolio-structure"; import { ReadRetry, type ReadRetryProps, SourceSyncStatus } from "@/shared/ui";
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,
@@ -20,33 +27,55 @@ 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 { PortfolioStructure } from "./PortfolioStructure/PortfolioStructure";
import { PositionSection } from "./PositionSection.view"; import { PositionSection } from "./PositionSection.view";
import { RecentOperations } from "./RecentOperations.view"; 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[];
readRetry?: ReadRetryProps;
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">
@@ -58,10 +87,34 @@ const AccountPageLoaded: FC<AccountPageLoadedProps> = (props) => {
stale={props.source?.freshness === "stale"} stale={props.source?.freshness === "stale"}
/> />
{!!props.readRetry && <ReadRetry {...props.readRetry} />}
{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 +122,98 @@ 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 };
@@ -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>
); );

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