Compare commits
2
Commits
v1.2.1
...
3075081df1
| Author | SHA1 | Date | |
|---|---|---|---|
|
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3075081df1 | ||
|
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1a92f023c1 |
+1
-1
@@ -5,7 +5,7 @@
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<link rel="icon" type="image/svg+xml" href="/favicon.svg" />
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<link rel="apple-touch-icon" href="/apple-touch-icon.png" />
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<meta name="theme-color" content="#ffffff" />
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta name="viewport" content="width=device-width, initial-scale=1.0, viewport-fit=cover" />
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<title>WealthLedger</title>
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</head>
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<body>
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@@ -303,14 +303,16 @@ describe("All accounts routes", () => {
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"href",
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`/accounts/${account.id}`,
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);
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for (const suffix of ["operations", "income", "events"])
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expect(
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screen
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.getAllByRole("link")
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.find(
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link => link.getAttribute("href") === `/accounts/all/${suffix}`,
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),
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).toBeInTheDocument();
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for (const [suffix, tab] of [
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["operations", "Операции"],
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["income", "Доход"],
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["events", "События"],
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]) {
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fireEvent.click(screen.getByRole("tab", { name: tab }));
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expect(screen.getByRole("link", { name: "Подробнее" }))
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.toHaveAttribute("href", `/accounts/all/${suffix}`);
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}
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});
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it("switches accounts within operations with applied filters and a fresh cursor", async () => {
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@@ -232,7 +232,8 @@ describe("AppRoutes", () => {
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}),
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).toBeInTheDocument();
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expect(
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screen.getByRole("navigation", { name: "WealthLedger" }),
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).toBeInTheDocument();
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screen.getAllByRole("navigation", { name: "Основная навигация" }),
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).toHaveLength(2);
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expect(screen.queryByRole("banner")).not.toBeInTheDocument();
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});
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});
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@@ -1,12 +1,22 @@
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.root {
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--bottom-nav-height: 56px;
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}
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.content {
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max-width: 1120px;
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margin-inline: auto;
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}
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.header {
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.brand {
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align-items: center;
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border-bottom: 1px solid var(--mantine-color-gray-3);
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display: flex;
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padding: 0 var(--mantine-spacing-md);
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min-height: 60px;
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padding-inline: var(--mantine-spacing-sm);
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}
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.navList {
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padding: var(--mantine-spacing-sm);
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}
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.bottomNav {
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@@ -52,29 +62,85 @@
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.bottomNav {
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background: var(--mantine-color-white);
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border-top: 1px solid var(--mantine-color-gray-3);
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bottom: 0;
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display: flex;
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justify-content: space-around;
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left: 0;
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padding: var(--mantine-spacing-xs) 2px;
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gap: 2px;
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font-size: 11px;
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& a {
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min-width: 0;
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padding: 8px 2px;
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text-align: center;
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}
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display: grid;
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grid-template-columns: repeat(5, minmax(0, 1fr));
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inset: auto 0 0;
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min-height: calc(var(--bottom-nav-height) + env(safe-area-inset-bottom, 0px));
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padding-bottom: env(safe-area-inset-bottom, 0px);
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padding-inline:
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max(4px, env(safe-area-inset-left, 0px))
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max(4px, env(safe-area-inset-right, 0px));
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position: fixed;
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right: 0;
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z-index: 200;
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z-index: var(--mantine-z-index-app);
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}
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.bottomNavItem {
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align-items: center;
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color: var(--mantine-color-gray-7);
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display: flex;
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flex-direction: column;
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gap: 2px;
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justify-content: center;
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min-height: var(--bottom-nav-height);
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min-width: 0;
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text-decoration: none;
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&:active .iconPill {
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background-color: var(--mantine-color-gray-1);
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}
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&:focus-visible {
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outline: 2px solid var(--mantine-primary-color-filled);
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outline-offset: -2px;
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}
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}
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@media (hover: hover) {
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.bottomNavItem:hover .iconPill {
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background-color: var(--mantine-color-gray-1);
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}
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}
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.iconPill {
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align-items: center;
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border-radius: 14px;
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display: inline-flex;
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height: 28px;
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justify-content: center;
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width: 48px;
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}
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.bottomNavLabel {
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font-size: 12px;
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font-weight: 500;
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line-height: 16px;
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max-width: 100%;
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overflow: hidden;
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text-overflow: ellipsis;
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white-space: nowrap;
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}
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@media (prefers-reduced-motion: no-preference) {
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.bottomNavItem,
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.iconPill {
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transition:
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background-color 150ms ease-in-out,
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color 150ms ease-in-out;
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}
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}
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.active {
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color: var(--mantine-primary-color-filled);
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font-weight: 600;
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& .iconPill {
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background-color: var(--mantine-primary-color-light);
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}
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}
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.main {
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padding-bottom: 5rem;
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padding-bottom: calc(
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var(--bottom-nav-height) + env(safe-area-inset-bottom, 0px) +
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var(--mantine-spacing-md)
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);
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}
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}
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@@ -0,0 +1,47 @@
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import { MantineProvider } from "@mantine/core";
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import { render, screen, within } from "@testing-library/react";
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import { MemoryRouter } from "react-router";
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import { describe, expect, it } from "vitest";
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import { AppShell } from "./AppShell";
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function renderShell(path: string) {
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return render(
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<MantineProvider>
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<MemoryRouter initialEntries={[path]}>
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<AppShell />
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</MemoryRouter>
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</MantineProvider>,
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);
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}
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describe("AppShell", () => {
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it("has no header banner", () => {
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renderShell("/cards");
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expect(screen.queryByRole("banner")).not.toBeInTheDocument();
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});
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it("marks only the current bottom navigation item", () => {
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renderShell("/cards");
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const bottomNav = screen
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.getAllByRole("navigation", { name: "Основная навигация" })
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.at(-1);
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if (!bottomNav) {
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throw new Error("Bottom navigation is not rendered");
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}
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const links = within(bottomNav).getAllByRole("link");
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expect(links).toHaveLength(5);
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expect(within(bottomNav).getByRole("link", { name: "Карты" })).toHaveAttribute(
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"aria-current",
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"page",
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);
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expect(
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within(bottomNav).getByRole("link", { name: "Счета" }),
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).not.toHaveAttribute("aria-current");
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});
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});
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@@ -17,6 +17,12 @@ type AppShellProps = {
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contentAboveOutlet?: ReactNode;
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};
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function getBottomNavItemClass({ isActive }: { isActive: boolean }) {
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return isActive
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? `${classes.bottomNavItem} ${classes.active}`
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: classes.bottomNavItem;
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}
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const AppShell: FC<AppShellProps> = (props) => {
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const { contentAboveOutlet } = props;
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const { t } = useTranslation();
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@@ -24,31 +30,31 @@ const AppShell: FC<AppShellProps> = (props) => {
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const items = [
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{
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icon: <PortfolioIcon size={20} />,
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Icon: PortfolioIcon,
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iconClassName: classes.portfolioIcon,
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label: t("navigation.accounts"),
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to: "/accounts",
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},
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{
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icon: <CardsIcon size={20} />,
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Icon: CardsIcon,
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iconClassName: classes.cardsIcon,
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label: t("navigation.cards"),
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to: "/cards",
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},
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{
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icon: <StocksIcon size={20} />,
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Icon: StocksIcon,
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iconClassName: classes.stocksIcon,
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label: t("navigation.stocks"),
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to: "/stocks",
|
||||
},
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{
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icon: <BondsIcon size={20} />,
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Icon: BondsIcon,
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iconClassName: classes.bondsIcon,
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label: t("navigation.bonds"),
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to: "/bonds",
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},
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{
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icon: <SettingsIcon size={20} />,
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Icon: SettingsIcon,
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iconClassName: classes.settingsIcon,
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label: t("navigation.settings"),
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to: "/settings",
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||||
@@ -57,32 +63,32 @@ const AppShell: FC<AppShellProps> = (props) => {
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return (
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<MantineAppShell
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||||
header={{ height: 60 }}
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||||
className={classes.root}
|
||||
navbar={{ breakpoint: "sm", collapsed: { mobile: true }, width: 220 }}
|
||||
padding="md"
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||||
>
|
||||
<MantineAppShell.Header className={classes.header}>
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||||
<Text fw={700}>{t("appName")}</Text>
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</MantineAppShell.Header>
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<MantineAppShell.Navbar aria-label={t("navigation.primary")}>
|
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<div className={classes.brand}>
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<Text fw={700}>{t("appName")}</Text>
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||||
</div>
|
||||
|
||||
<MantineAppShell.Navbar p="sm">
|
||||
{items.map(item => (
|
||||
<NavLink
|
||||
active={pathname.startsWith(item.to)}
|
||||
className={classes.navLink}
|
||||
component={RouterNavLink}
|
||||
key={item.to}
|
||||
label={item.label}
|
||||
leftSection={(
|
||||
<span
|
||||
className={`${classes.navIcon} ${item.iconClassName ?? ""}`}
|
||||
>
|
||||
{item.icon}
|
||||
</span>
|
||||
)}
|
||||
to={item.to}
|
||||
/>
|
||||
))}
|
||||
<div className={classes.navList}>
|
||||
{items.map(item => (
|
||||
<NavLink
|
||||
active={pathname.startsWith(item.to)}
|
||||
className={classes.navLink}
|
||||
component={RouterNavLink}
|
||||
key={item.to}
|
||||
label={item.label}
|
||||
leftSection={(
|
||||
<span className={`${classes.navIcon} ${item.iconClassName}`}>
|
||||
<item.Icon size={20} />
|
||||
</span>
|
||||
)}
|
||||
to={item.to}
|
||||
/>
|
||||
))}
|
||||
</div>
|
||||
</MantineAppShell.Navbar>
|
||||
|
||||
<MantineAppShell.Main className={classes.main}>
|
||||
@@ -93,22 +99,23 @@ const AppShell: FC<AppShellProps> = (props) => {
|
||||
</div>
|
||||
</MantineAppShell.Main>
|
||||
|
||||
<nav aria-label={t("appName")} className={classes.bottomNav}>
|
||||
{items.map((item) => {
|
||||
const appearanceClass = pathname.startsWith(item.to)
|
||||
? classes.active
|
||||
: undefined;
|
||||
<nav
|
||||
aria-label={t("navigation.primary")}
|
||||
className={classes.bottomNav}
|
||||
>
|
||||
{items.map(item => (
|
||||
<RouterNavLink
|
||||
className={getBottomNavItemClass}
|
||||
key={item.to}
|
||||
to={item.to}
|
||||
>
|
||||
<span className={classes.iconPill}>
|
||||
<item.Icon size={24} />
|
||||
</span>
|
||||
|
||||
return (
|
||||
<RouterNavLink
|
||||
className={appearanceClass}
|
||||
key={item.to}
|
||||
to={item.to}
|
||||
>
|
||||
{item.label}
|
||||
</RouterNavLink>
|
||||
);
|
||||
})}
|
||||
<span className={classes.bottomNavLabel}>{item.label}</span>
|
||||
</RouterNavLink>
|
||||
))}
|
||||
</nav>
|
||||
</MantineAppShell>
|
||||
);
|
||||
|
||||
@@ -12,6 +12,7 @@ import { BrokerageEventCard } from "../BrokerageEventCard";
|
||||
|
||||
type BrokerageEventsPreviewProps = {
|
||||
events: BrokerageEventsPreviewState;
|
||||
moreLabel?: string;
|
||||
};
|
||||
|
||||
type BrokerageEventsPreviewState
|
||||
@@ -51,7 +52,7 @@ const BrokerageEventsPreview: FC<BrokerageEventsPreviewProps> = (props) => {
|
||||
))}
|
||||
|
||||
<Button component={Link} to={events.to} variant="subtle">
|
||||
{t("events.open")}
|
||||
{props.moreLabel ?? t("events.open")}
|
||||
</Button>
|
||||
</Stack>
|
||||
);
|
||||
|
||||
@@ -2,9 +2,19 @@ import { describe, expect, it } from "vitest";
|
||||
|
||||
import type { Portfolio } from "@/entities/portfolio";
|
||||
|
||||
import { toAccountPagePositionSections } from "./positions";
|
||||
import {
|
||||
formatPositionReturnPercent,
|
||||
toAccountPagePositionSections,
|
||||
toUnrealizedReturns,
|
||||
} from "./positions";
|
||||
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"]) {
|
||||
return toAccountPagePositionSections({
|
||||
...portfolio,
|
||||
@@ -82,6 +92,8 @@ describe("account position sections", () => {
|
||||
{
|
||||
displayName: "Акция",
|
||||
logoSrc: "https://invest-brands.cdn-tinkoff.ru/akciyax160.png",
|
||||
returnPercent: null,
|
||||
returnPercentText: null,
|
||||
returnText: "+10 ₽",
|
||||
returnTone: "positive",
|
||||
shareText: "66,7 %",
|
||||
@@ -95,6 +107,8 @@ describe("account position sections", () => {
|
||||
{
|
||||
displayName: "Облигация",
|
||||
logoSrc: null,
|
||||
returnPercent: "-11.111111",
|
||||
returnPercentText: "-11,11 %",
|
||||
returnText: "-5 ₽",
|
||||
returnTone: "negative",
|
||||
shareText: "33,3 %",
|
||||
@@ -107,6 +121,8 @@ describe("account position sections", () => {
|
||||
{
|
||||
displayName: "Фонд",
|
||||
logoSrc: null,
|
||||
returnPercent: null,
|
||||
returnPercentText: null,
|
||||
returnText: null,
|
||||
returnTone: undefined,
|
||||
shareText: null,
|
||||
@@ -187,3 +203,109 @@ describe("account position sections", () => {
|
||||
expect(source).toEqual(before);
|
||||
});
|
||||
});
|
||||
|
||||
describe("account position returns", () => {
|
||||
it.each([
|
||||
{
|
||||
absoluteReturn: { currency: "RUB", value: "25" },
|
||||
averagePurchasePrice: { currency: "RUB", value: "280" },
|
||||
expected: "7.142857",
|
||||
name: "gain",
|
||||
quantity: "1.25",
|
||||
type: "STOCK",
|
||||
},
|
||||
{
|
||||
absoluteReturn: { currency: "RUB", value: "-25" },
|
||||
averagePurchasePrice: { currency: "RUB", value: "280" },
|
||||
expected: "-7.142857",
|
||||
name: "loss",
|
||||
quantity: "1.25",
|
||||
type: "STOCK",
|
||||
},
|
||||
{
|
||||
absoluteReturn: { currency: "RUB", value: "-5" },
|
||||
averagePurchasePrice: { currency: "RUB", value: "45" },
|
||||
expected: "-11.111111",
|
||||
name: "bond without accrued interest",
|
||||
quantity: "1",
|
||||
type: "BOND",
|
||||
},
|
||||
] as const)("calculates $name from the clean purchase cost", (testCase) => {
|
||||
const result = sections([makePosition({
|
||||
absoluteReturn: testCase.absoluteReturn,
|
||||
averagePurchasePrice: testCase.averagePurchasePrice,
|
||||
quantity: testCase.quantity,
|
||||
type: testCase.type,
|
||||
})]);
|
||||
|
||||
expect(result[0]?.groups[0]?.positions[0].returnPercent)
|
||||
.toBe(testCase.expected);
|
||||
});
|
||||
|
||||
it.each([
|
||||
{ name: "zero quantity", overrides: { quantity: "0" } },
|
||||
{ name: "negative quantity", overrides: { quantity: "-1" } },
|
||||
{ name: "missing average price", overrides: { averagePurchasePrice: null } },
|
||||
{
|
||||
name: "currency mismatch",
|
||||
overrides: { averagePurchasePrice: { currency: "USD", value: "280" } },
|
||||
},
|
||||
{ name: "zero cost", overrides: { averagePurchasePrice: { currency: "RUB", value: "0" } } },
|
||||
])("returns null for $name", ({ overrides }) => {
|
||||
const result = sections([makePosition({
|
||||
absoluteReturn: { currency: "RUB", value: "25" },
|
||||
averagePurchasePrice: { currency: "RUB", value: "280" },
|
||||
quantity: "1.25",
|
||||
...overrides,
|
||||
})]);
|
||||
|
||||
expect(result[0]?.groups[0]?.positions[0].returnPercent).toBeNull();
|
||||
});
|
||||
|
||||
it.each([
|
||||
{ absoluteReturn: "1", expected: "0.000001" },
|
||||
{ absoluteReturn: "-1", expected: "-0.000001" },
|
||||
])("rounds an exact half away from zero for $absoluteReturn", (testCase) => {
|
||||
const result = sections([makePosition({
|
||||
absoluteReturn: { currency: "RUB", value: testCase.absoluteReturn },
|
||||
averagePurchasePrice: { currency: "RUB", value: "200000000" },
|
||||
quantity: "1",
|
||||
})]);
|
||||
|
||||
expect(result[0]?.groups[0]?.positions[0].returnPercent)
|
||||
.toBe(testCase.expected);
|
||||
});
|
||||
|
||||
it.each([
|
||||
{ expected: "+1.01", value: "1.005" },
|
||||
{ expected: "-1.01", value: "-1.005" },
|
||||
])("formats $value for display with a sign and two decimals", (testCase) => {
|
||||
expect(formatPositionReturnPercent(testCase.value)).toBe(testCase.expected);
|
||||
});
|
||||
|
||||
it("sums complete unrealized returns by currency", () => {
|
||||
const result = toUnrealizedReturns([
|
||||
makePosition({ absoluteReturn: { currency: "RUB", value: "0.1" } }),
|
||||
makePosition({ absoluteReturn: { currency: "RUB", value: "0.2" } }),
|
||||
makePosition({ absoluteReturn: { currency: "USD", value: "-2.5" } }),
|
||||
]);
|
||||
|
||||
expect(result).toEqual([
|
||||
{ currency: "RUB", value: "0.3" },
|
||||
{ currency: "USD", value: "-2.5" },
|
||||
]);
|
||||
});
|
||||
|
||||
it("omits only currencies with incomplete returns", () => {
|
||||
const result = toUnrealizedReturns([
|
||||
makePosition({ absoluteReturn: { currency: "RUB", value: "10" } }),
|
||||
makePosition({
|
||||
absoluteReturn: null,
|
||||
currentValue: { currency: "RUB", value: "100" },
|
||||
}),
|
||||
makePosition({ absoluteReturn: { currency: "USD", value: "2" } }),
|
||||
]);
|
||||
|
||||
expect(result).toEqual([{ currency: "USD", value: "2" }]);
|
||||
});
|
||||
});
|
||||
|
||||
@@ -1,9 +1,11 @@
|
||||
import { formatShare, type Portfolio } from "@/entities/portfolio";
|
||||
import { formatMoney, instrumentLogoUrl } from "@/shared/lib";
|
||||
import { formatDecimal, formatMoney, instrumentLogoUrl } from "@/shared/lib";
|
||||
|
||||
type AccountPagePosition = Portfolio["positions"][number] & {
|
||||
instrumentTo?: string;
|
||||
logoSrc: null | string;
|
||||
returnPercent: null | string;
|
||||
returnPercentText: null | string;
|
||||
returnText: null | string;
|
||||
returnTone?: AccountPageReturnTone;
|
||||
shareText: null | string;
|
||||
@@ -21,10 +23,73 @@ type AccountPagePositionSection = {
|
||||
|
||||
type AccountPageReturnTone = "negative" | "positive";
|
||||
|
||||
type Decimal = { scale: number; value: bigint };
|
||||
|
||||
type Money = NonNullable<Portfolio["positions"][number]["absoluteReturn"]>;
|
||||
|
||||
type PositionSectionKind = "bonds"
|
||||
| "other"
|
||||
| "stocks";
|
||||
|
||||
const RADIX = 10n;
|
||||
const DECIMAL_PARTS = 2;
|
||||
const PERCENT_SCALE = 6;
|
||||
const DISPLAY_PERCENT_SCALE = 2;
|
||||
const PERCENT_FACTOR = 100n;
|
||||
const ROUNDING_FACTOR = 2n;
|
||||
|
||||
function decimalFromString(value: string): Decimal {
|
||||
const [whole = "0", fraction = ""] = value.split(".", DECIMAL_PARTS);
|
||||
|
||||
return { scale: fraction.length, value: BigInt(`${whole}${fraction}`) };
|
||||
}
|
||||
|
||||
function decimalToString(decimal: Decimal): string {
|
||||
const sign = decimal.value < 0n ? "-" : "";
|
||||
|
||||
const digits = (decimal.value < 0n ? -decimal.value : decimal.value)
|
||||
.toString()
|
||||
.padStart(decimal.scale + 1, "0");
|
||||
|
||||
const whole = decimal.scale
|
||||
? digits.slice(0, -decimal.scale)
|
||||
: digits;
|
||||
|
||||
let fraction = decimal.scale ? digits.slice(-decimal.scale) : "";
|
||||
|
||||
while (fraction.endsWith("0")) fraction = fraction.slice(0, -1);
|
||||
|
||||
const suffix = fraction ? `.${fraction}` : "";
|
||||
|
||||
return `${sign}${whole}${suffix}`;
|
||||
}
|
||||
|
||||
function formatPositionReturnPercent(value: string): string {
|
||||
const decimal = decimalFromString(value);
|
||||
let rounded = decimal.value;
|
||||
|
||||
if (decimal.scale > DISPLAY_PERCENT_SCALE) {
|
||||
const divisor = RADIX ** BigInt(decimal.scale - DISPLAY_PERCENT_SCALE);
|
||||
const remainder = rounded % divisor;
|
||||
const absoluteRemainder = remainder < 0n ? -remainder : remainder;
|
||||
rounded /= divisor;
|
||||
|
||||
if (absoluteRemainder * ROUNDING_FACTOR >= divisor) {
|
||||
rounded += decimal.value < 0n ? -1n : 1n;
|
||||
}
|
||||
}
|
||||
else {
|
||||
rounded *= RADIX ** BigInt(DISPLAY_PERCENT_SCALE - decimal.scale);
|
||||
}
|
||||
|
||||
const sign = rounded > 0n ? "+" : "";
|
||||
|
||||
return `${sign}${decimalToString({
|
||||
scale: DISPLAY_PERCENT_SCALE,
|
||||
value: rounded,
|
||||
})}`;
|
||||
}
|
||||
|
||||
function groupPositions(
|
||||
positions: AccountPagePosition[],
|
||||
): AccountPagePositionGroup[] {
|
||||
@@ -67,6 +132,53 @@ function positionIdentity(position: AccountPagePosition) {
|
||||
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 sumDecimals(values: Decimal[]): Decimal {
|
||||
const scale = Math.max(...values.map(value => value.scale));
|
||||
|
||||
const sum = values.reduce(
|
||||
(total, value) => total
|
||||
+ value.value * RADIX ** BigInt(scale - value.scale),
|
||||
0n,
|
||||
);
|
||||
|
||||
return { scale, value: sum };
|
||||
}
|
||||
|
||||
function toAccountPagePositionSections(
|
||||
portfolio: Portfolio,
|
||||
): AccountPagePositionSection[] {
|
||||
@@ -111,6 +223,8 @@ function toPosition(
|
||||
const returnPrefix
|
||||
= isExpanded && returnValue !== null && returnValue > 0 ? "+" : "";
|
||||
|
||||
const percent = returnPercent(position);
|
||||
|
||||
return {
|
||||
...position,
|
||||
instrumentTo:
|
||||
@@ -120,6 +234,10 @@ function toPosition(
|
||||
logoSrc: isExpanded
|
||||
? instrumentLogoUrl(position.logoName)
|
||||
: null,
|
||||
returnPercent: percent,
|
||||
returnPercentText: percent
|
||||
? `${formatDecimal(formatPositionReturnPercent(percent))} %`
|
||||
: null,
|
||||
returnText: position.absoluteReturn
|
||||
? `${returnPrefix}${formatMoney(position.absoluteReturn)}`
|
||||
: null,
|
||||
@@ -162,9 +280,46 @@ 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 {
|
||||
type AccountPagePosition,
|
||||
type AccountPagePositionGroup,
|
||||
type AccountPagePositionSection,
|
||||
formatPositionReturnPercent,
|
||||
toAccountPagePositionSections,
|
||||
toUnrealizedReturns,
|
||||
};
|
||||
|
||||
@@ -98,21 +98,13 @@
|
||||
font-family: var(--mantine-font-family-monospace);
|
||||
}
|
||||
|
||||
.accordionControl {
|
||||
transition:
|
||||
background-color 150ms ease,
|
||||
color 150ms ease;
|
||||
.tabsList {
|
||||
flex-wrap: nowrap;
|
||||
overflow-x: auto;
|
||||
}
|
||||
|
||||
.accordionLabel {
|
||||
font-size: var(--mantine-h2-font-size);
|
||||
font-weight: var(--mantine-h2-font-weight);
|
||||
line-height: var(--mantine-h2-line-height);
|
||||
}
|
||||
|
||||
.accordionPanel {
|
||||
padding-left: 0;
|
||||
padding-right: 0;
|
||||
.positionFilter {
|
||||
overflow-x: auto;
|
||||
}
|
||||
|
||||
.accountPositions {
|
||||
|
||||
@@ -1,6 +1,7 @@
|
||||
import { MantineProvider } from "@mantine/core";
|
||||
import { type QueryClient, QueryClientProvider } from "@tanstack/react-query";
|
||||
import {
|
||||
fireEvent,
|
||||
render,
|
||||
screen,
|
||||
waitFor,
|
||||
@@ -23,7 +24,10 @@ import type {
|
||||
AccountPageRecentOperations,
|
||||
} from "../../model/previews";
|
||||
|
||||
import { toAccountPagePositionSections } from "../../model/positions";
|
||||
import {
|
||||
toAccountPagePositionSections,
|
||||
toUnrealizedReturns,
|
||||
} from "../../model/positions";
|
||||
import { AccountPage } from "./AccountPage";
|
||||
import { AccountPageEmpty } from "./components/AccountPageEmpty.view";
|
||||
import { AccountPageError } from "./components/AccountPageError.view";
|
||||
@@ -142,6 +146,7 @@ function loadedProps(nextPortfolio: Portfolio = portfolio) {
|
||||
positionSections: toAccountPagePositionSections(nextPortfolio),
|
||||
recentEvents: emptyRecentEvents,
|
||||
recentOperations: emptyRecentOperations,
|
||||
unrealizedReturns: toUnrealizedReturns(nextPortfolio.positions),
|
||||
};
|
||||
}
|
||||
|
||||
@@ -246,7 +251,7 @@ describe("AccountPage states", () => {
|
||||
).toHaveTextContent("Данные о структуре портфеля пока недоступны.");
|
||||
expect(
|
||||
screen.getAllByRole("definition").map(node => node.textContent),
|
||||
).toEqual(["1 234,5 ₽", "0,5 $"]);
|
||||
).toEqual(["1 234,5 ₽"]);
|
||||
});
|
||||
it("keeps initial placeholders decorative without amounts or focus targets", () => {
|
||||
const { container } = renderPage(<AccountPageLoading />);
|
||||
@@ -309,8 +314,10 @@ describe("AccountPage states", () => {
|
||||
/>,
|
||||
);
|
||||
|
||||
fireEvent.click(screen.getByRole("tab", { name: "Деньги" }));
|
||||
|
||||
const balances = within(
|
||||
screen.getByRole("region", { name: "Денежные остатки" }),
|
||||
screen.getByRole("tabpanel", { name: "Деньги" }),
|
||||
);
|
||||
|
||||
expect(
|
||||
@@ -318,7 +325,12 @@ describe("AccountPage states", () => {
|
||||
).toEqual(["234,500000000000000001 ₽", "-0,5 $", "3,00 XYZ"]);
|
||||
expect(
|
||||
screen.getAllByRole("definition").map(node => node.textContent),
|
||||
).toEqual(["1 234,5 ₽", "234,500000000000000001 ₽", "-0,5 $", "3,00 XYZ"]);
|
||||
).toEqual([
|
||||
"1 234,5 ₽",
|
||||
"234,500000000000000001 ₽",
|
||||
"-0,5 $",
|
||||
"3,00 XYZ",
|
||||
]);
|
||||
expect(screen.queryByText("Торгуемая валюта")).not.toBeInTheDocument();
|
||||
expect(
|
||||
screen.queryByText(/полная оценка|общая стоимость/i),
|
||||
@@ -341,6 +353,7 @@ describe("AccountPage states", () => {
|
||||
);
|
||||
renderAccountRoute(createTestQueryClient());
|
||||
await screen.findByRole("heading", { level: 1, name: "Портфель" });
|
||||
fireEvent.click(screen.getByRole("tab", { name: "Деньги" }));
|
||||
expect(screen.getByRole("definition")).toHaveTextContent("0,5 $");
|
||||
expect(screen.queryByText("Портфель пока пуст")).not.toBeInTheDocument();
|
||||
},
|
||||
@@ -381,9 +394,10 @@ describe("AccountPage states", () => {
|
||||
).not.toBeInTheDocument();
|
||||
expect(screen.queryByText("Торгуемая валюта")).not.toBeInTheDocument();
|
||||
expect(screen.queryByText("Портфель пока пуст")).not.toBeInTheDocument();
|
||||
fireEvent.click(screen.getByRole("tab", { name: "Деньги" }));
|
||||
expect(
|
||||
within(
|
||||
screen.getByRole("region", { name: "Денежные остатки" }),
|
||||
screen.getByRole("tabpanel", { name: "Деньги" }),
|
||||
).queryByRole("definition"),
|
||||
).not.toBeInTheDocument();
|
||||
expect(
|
||||
@@ -395,11 +409,25 @@ describe("AccountPage states", () => {
|
||||
},
|
||||
);
|
||||
|
||||
it("renders the empty state", () => {
|
||||
renderPage(<AccountPageEmpty {...emptyProps()} />);
|
||||
it("renders the empty state with self-descriptive preview links", () => {
|
||||
renderPage(
|
||||
<AccountPageEmpty
|
||||
{...emptyProps()}
|
||||
incomeSummary={{
|
||||
state: "empty",
|
||||
to: "/accounts/account-1/income",
|
||||
}}
|
||||
/>,
|
||||
);
|
||||
expect(
|
||||
screen.getByRole("heading", { name: "Портфель пока пуст" }),
|
||||
).toBeInTheDocument();
|
||||
expect(screen.getByRole("link", { name: "Открыть журнал" }))
|
||||
.toBeInTheDocument();
|
||||
expect(screen.getByRole("link", { name: "Открыть будущие события" }))
|
||||
.toBeInTheDocument();
|
||||
expect(screen.getByRole("link", { name: "Открыть пассивный доход" }))
|
||||
.toBeInTheDocument();
|
||||
});
|
||||
|
||||
it("keeps a null portfolio envelope loading instead of an empty portfolio", async () => {
|
||||
@@ -455,18 +483,22 @@ describe("AccountPage states", () => {
|
||||
expect(screen.queryByText(/T-Bank временно недоступен/))
|
||||
.not.toBeInTheDocument();
|
||||
expect(screen.queryByText(/Данные получены/)).not.toBeInTheDocument();
|
||||
expect(screen.getByRole("button", { name: "Акции" })).toBeInTheDocument();
|
||||
expect(screen.getByRole("radio", { name: "Акции" })).toBeInTheDocument();
|
||||
expect(
|
||||
screen.getByRole("button", { name: "Облигации" }),
|
||||
screen.getByRole("radio", { name: "Облигации" }),
|
||||
).toBeInTheDocument();
|
||||
|
||||
const positions = screen
|
||||
.getAllByText(/Вторая|Первая/)
|
||||
.map(element => element.textContent);
|
||||
|
||||
expect(positions).toEqual(["Вторая", "Первая"]);
|
||||
expect(screen.getByText("10 ₽")).toBeInTheDocument();
|
||||
expect(
|
||||
screen.getAllByRole<HTMLInputElement>("radio").map(radio => radio.value),
|
||||
).toEqual(["stocks", "bonds"]);
|
||||
expect(screen.getByText("Вторая")).toBeInTheDocument();
|
||||
expect(screen.getByText("-1 ₽")).toBeInTheDocument();
|
||||
expect(screen.getByRole("img", { name: "Вторая" })).toHaveAttribute(
|
||||
"src",
|
||||
"https://invest-brands.cdn-tinkoff.ru/vtorayax160.png",
|
||||
);
|
||||
fireEvent.click(screen.getByRole("radio", { name: "Облигации" }));
|
||||
expect(screen.getByText("10 ₽")).toBeInTheDocument();
|
||||
expect(screen.queryByText(/Доход:/)).not.toBeInTheDocument();
|
||||
expect(
|
||||
screen.getByText("Средняя цена: 11 ₽ · Доля: 100 %"),
|
||||
@@ -475,10 +507,6 @@ describe("AccountPage states", () => {
|
||||
screen.getByText("Количество: 1 · RU000A0JX0J2"),
|
||||
).toBeInTheDocument();
|
||||
expect(screen.queryByText("—")).not.toBeInTheDocument();
|
||||
expect(screen.getByRole("img", { name: "Вторая" })).toHaveAttribute(
|
||||
"src",
|
||||
"https://invest-brands.cdn-tinkoff.ru/vtorayax160.png",
|
||||
);
|
||||
});
|
||||
|
||||
it.each(["STOCK", "BOND"] as const)(
|
||||
@@ -515,8 +543,11 @@ describe("AccountPage states", () => {
|
||||
expect(screen.getByText("Б")).toBeInTheDocument();
|
||||
expect(screen.getByText("Н")).toBeInTheDocument();
|
||||
expect(screen.getAllByRole("img")).toHaveLength(1);
|
||||
for (const value of ["+3 ₽", "+2 ₽", "0 ₽"])
|
||||
|
||||
for (const value of ["+3 ₽", "+2 ₽", "0 ₽"]) {
|
||||
expect(screen.getByText(value)).toBeInTheDocument();
|
||||
}
|
||||
|
||||
expect(screen.queryByText(/Доход:/)).not.toBeInTheDocument();
|
||||
},
|
||||
);
|
||||
@@ -564,6 +595,7 @@ describe("AccountPage states", () => {
|
||||
expect(screen.queryByText("STOCK-ISIN")).not.toBeInTheDocument();
|
||||
expect(screen.getByText("Количество: 2 · FALLBACK-ISIN"))
|
||||
.toBeInTheDocument();
|
||||
fireEvent.click(screen.getByRole("radio", { name: "Облигации" }));
|
||||
expect(screen.getByText("Количество: 3 · BOND-ISIN"))
|
||||
.toBeInTheDocument();
|
||||
expect(screen.queryByText("OFZ")).not.toBeInTheDocument();
|
||||
@@ -617,9 +649,11 @@ describe("AccountPage states", () => {
|
||||
/>,
|
||||
);
|
||||
|
||||
fireEvent.click(screen.getByRole("tab", { name: "Операции" }));
|
||||
expect(
|
||||
screen.getByText("Пока недоступно"),
|
||||
).toBeInTheDocument();
|
||||
fireEvent.click(screen.getByRole("tab", { name: "Позиции" }));
|
||||
expect(screen.getByText("Вторая")).toBeInTheDocument();
|
||||
});
|
||||
|
||||
@@ -654,6 +688,7 @@ describe("AccountPage states", () => {
|
||||
/>,
|
||||
);
|
||||
|
||||
fireEvent.click(screen.getByRole("tab", { name: "Операции" }));
|
||||
expect(screen.getByText("Сделка")).toBeInTheDocument();
|
||||
expect(screen.getByText("−12 ₽")).toBeInTheDocument();
|
||||
});
|
||||
@@ -707,7 +742,8 @@ describe("AccountPage states", () => {
|
||||
/>,
|
||||
);
|
||||
|
||||
const section = screen.getByRole("region", { name: "Будущие события" });
|
||||
fireEvent.click(screen.getByRole("tab", { name: "События" }));
|
||||
const section = screen.getByRole("tabpanel", { name: "События" });
|
||||
const content = within(section);
|
||||
const text = section.textContent ?? "";
|
||||
|
||||
@@ -734,7 +770,7 @@ describe("AccountPage states", () => {
|
||||
expect(content.queryByText("Без движения денег")).not.toBeInTheDocument();
|
||||
expect(content.queryByText(/^\+/)).not.toBeInTheDocument();
|
||||
expect(
|
||||
content.getByRole("link", { name: "Открыть будущие события" }),
|
||||
content.getByRole("link", { name: "Подробнее" }),
|
||||
).toHaveAttribute("href", "/accounts/account-1/events");
|
||||
});
|
||||
|
||||
@@ -748,8 +784,10 @@ describe("AccountPage states", () => {
|
||||
/>,
|
||||
);
|
||||
|
||||
fireEvent.click(screen.getByRole("tab", { name: "События" }));
|
||||
|
||||
const content = within(
|
||||
screen.getByRole("region", { name: "Будущие события" }),
|
||||
screen.getByRole("tabpanel", { name: "События" }),
|
||||
);
|
||||
|
||||
if (state === "loading") {
|
||||
@@ -770,7 +808,7 @@ describe("AccountPage states", () => {
|
||||
}
|
||||
|
||||
expect(
|
||||
content.getByRole("link", { name: "Открыть будущие события" }),
|
||||
content.getByRole("link", { name: "Подробнее" }),
|
||||
).toHaveAttribute("href", "/accounts/account-1/events");
|
||||
},
|
||||
);
|
||||
@@ -786,9 +824,11 @@ describe("AccountPage states", () => {
|
||||
/>,
|
||||
);
|
||||
|
||||
fireEvent.click(screen.getByRole("tab", { name: "События" }));
|
||||
expect(
|
||||
screen.getByText("Данные появятся здесь, когда чтение восстановится."),
|
||||
).toBeInTheDocument();
|
||||
fireEvent.click(screen.getByRole("tab", { name: "Позиции" }));
|
||||
expect(screen.getByText("Вторая")).toBeInTheDocument();
|
||||
});
|
||||
|
||||
@@ -857,7 +897,7 @@ describe("AccountPage states", () => {
|
||||
expect(screen.getByText("Вторая")).toBeInTheDocument();
|
||||
expect(
|
||||
screen.getAllByRole("definition").map(node => node.textContent),
|
||||
).toEqual(["1 234,5 ₽", "0,5 $"]);
|
||||
).toEqual(["1 234,5 ₽"]);
|
||||
expect(screen.queryByRole("button", { name: "Повторить" }))
|
||||
.not.toBeInTheDocument();
|
||||
void queryClient.invalidateQueries({
|
||||
@@ -867,7 +907,7 @@ describe("AccountPage states", () => {
|
||||
expect(structure).toHaveTextContent("10 ₽");
|
||||
expect(
|
||||
screen.getAllByRole("definition").map(node => node.textContent),
|
||||
).toEqual(["1 234,5 ₽", "0,5 $"]);
|
||||
).toEqual(["1 234,5 ₽"]);
|
||||
resolveRetry?.(
|
||||
HttpResponse.json(
|
||||
resource(
|
||||
@@ -886,7 +926,7 @@ describe("AccountPage states", () => {
|
||||
await waitFor(() =>
|
||||
expect(
|
||||
screen.getAllByRole("definition").map(node => node.textContent),
|
||||
).toEqual(["-0,5 $", "2,50 €"]),
|
||||
).toEqual(["-0,5 $"]),
|
||||
);
|
||||
expect(screen.queryByText(/Данные получены/)).not.toBeInTheDocument();
|
||||
expect(structure).not.toHaveTextContent("10 ₽");
|
||||
@@ -928,7 +968,7 @@ describe("AccountPage states", () => {
|
||||
expect(screen.getByText("Вторая")).toBeInTheDocument();
|
||||
expect(
|
||||
screen.getAllByRole("definition").map(node => node.textContent),
|
||||
).toEqual(["1 234,5 ₽", "0,5 $"]);
|
||||
).toEqual(["1 234,5 ₽"]);
|
||||
expect(screen.queryByText(/Данные получены/)).not.toBeInTheDocument();
|
||||
expect(
|
||||
screen.queryByRole("status", { name: "Загрузка" }),
|
||||
@@ -938,4 +978,96 @@ describe("AccountPage states", () => {
|
||||
|
||||
resolveRefresh?.(HttpResponse.json(resource(portfolio)));
|
||||
});
|
||||
|
||||
it("opens positions by default and switches between local tabs", () => {
|
||||
renderPage(<AccountPageLoaded {...loadedProps()} />);
|
||||
|
||||
expect(screen.getByRole("tab", { name: "Позиции" }))
|
||||
.toHaveAttribute("aria-selected", "true");
|
||||
expect(screen.getByText("Вторая")).toBeVisible();
|
||||
|
||||
fireEvent.click(screen.getByRole("tab", { name: "Деньги" }));
|
||||
expect(screen.getByRole("tabpanel", { name: "Деньги" }))
|
||||
.toBeVisible();
|
||||
expect(screen.queryByText("Вторая")).not.toBeInTheDocument();
|
||||
|
||||
fireEvent.click(screen.getByRole("tab", { name: "Операции" }));
|
||||
expect(screen.getByText("Последних событий пока нет.")).toBeVisible();
|
||||
});
|
||||
|
||||
it("links operation, event and income previews to their detail pages", () => {
|
||||
renderPage(
|
||||
<AccountPageLoaded
|
||||
{...loadedProps()}
|
||||
incomeSummary={{
|
||||
state: "empty",
|
||||
to: "/accounts/account-1/income",
|
||||
}}
|
||||
/>,
|
||||
);
|
||||
|
||||
for (const [tab, href] of [
|
||||
["Операции", "/accounts/account-1/operations"],
|
||||
["События", "/accounts/account-1/events"],
|
||||
["Доход", "/accounts/account-1/income"],
|
||||
]) {
|
||||
fireEvent.click(screen.getByRole("tab", { name: tab }));
|
||||
expect(screen.getByRole("link", { name: "Подробнее" }))
|
||||
.toHaveAttribute("href", href);
|
||||
}
|
||||
});
|
||||
|
||||
it("filters positions by the kinds present in the portfolio", () => {
|
||||
renderPage(<AccountPageLoaded {...loadedProps()} />);
|
||||
|
||||
expect(
|
||||
screen.getAllByRole<HTMLInputElement>("radio").map(radio => radio.value),
|
||||
).toEqual(["stocks", "bonds"]);
|
||||
expect(screen.getByText("Вторая")).toBeVisible();
|
||||
expect(screen.queryByText("Первая")).not.toBeInTheDocument();
|
||||
fireEvent.click(screen.getByRole("radio", { name: "Облигации" }));
|
||||
expect(screen.getByText("Первая")).toBeVisible();
|
||||
expect(screen.queryByText("Вторая")).not.toBeInTheDocument();
|
||||
});
|
||||
|
||||
it("hides the position filter when only one kind exists", () => {
|
||||
renderPage(
|
||||
<AccountPageLoaded
|
||||
{...loadedProps({
|
||||
...portfolio,
|
||||
positions: [portfolio.positions[0]],
|
||||
})}
|
||||
/>,
|
||||
);
|
||||
|
||||
expect(screen.queryByRole("radiogroup", { name: "Тип позиции" }))
|
||||
.not.toBeInTheDocument();
|
||||
});
|
||||
|
||||
it("hides unrealized returns for a partial portfolio", () => {
|
||||
renderPage(<AccountPageLoaded {...loadedProps()} partial />);
|
||||
|
||||
expect(screen.queryByRole("region", { name: "Нереализованный результат" }))
|
||||
.not.toBeInTheDocument();
|
||||
});
|
||||
|
||||
it("omits an unrealized currency total when any return is incomplete", () => {
|
||||
renderPage(
|
||||
<AccountPageLoaded
|
||||
{...loadedProps({
|
||||
...portfolio,
|
||||
positions: [
|
||||
position({ absoluteReturn: { currency: "RUB", value: "10" } }),
|
||||
position({
|
||||
absoluteReturn: null,
|
||||
currentValue: { currency: "RUB", value: "100" },
|
||||
}),
|
||||
],
|
||||
})}
|
||||
/>,
|
||||
);
|
||||
|
||||
expect(screen.queryByRole("region", { name: "Нереализованный результат" }))
|
||||
.not.toBeInTheDocument();
|
||||
});
|
||||
});
|
||||
|
||||
@@ -31,6 +31,7 @@ const AccountPage: FC = () => {
|
||||
positionSections={viewModel.positionSections}
|
||||
recentEvents={viewModel.recentEvents}
|
||||
recentOperations={viewModel.recentOperations}
|
||||
unrealizedReturns={viewModel.unrealizedReturns}
|
||||
/>
|
||||
);
|
||||
};
|
||||
|
||||
@@ -20,6 +20,7 @@ import { useInitialAvailability } from "@/shared/lib";
|
||||
import {
|
||||
type AccountPagePositionSection,
|
||||
toAccountPagePositionSections,
|
||||
toUnrealizedReturns,
|
||||
} from "../../model/positions";
|
||||
import {
|
||||
type AccountPageIncomeSummary,
|
||||
@@ -48,6 +49,7 @@ type AccountPageLoadedViewModel = AccountPageContent & {
|
||||
positionSections: AccountPagePositionSection[];
|
||||
source?: InvestmentResourceMeta;
|
||||
state: "loaded";
|
||||
unrealizedReturns: Portfolio["totalsByCurrency"];
|
||||
};
|
||||
|
||||
type AccountPageViewModel
|
||||
@@ -133,6 +135,7 @@ function useAccountPageViewModel(): AccountPageViewModel {
|
||||
recentOperations,
|
||||
source: portfolio.meta,
|
||||
state: "loaded" as const,
|
||||
unrealizedReturns: toUnrealizedReturns(portfolio.data.positions),
|
||||
};
|
||||
}
|
||||
|
||||
|
||||
@@ -1,6 +1,12 @@
|
||||
import type { FC } from "react";
|
||||
|
||||
import { Accordion, Alert, Stack } from "@mantine/core";
|
||||
import {
|
||||
Alert,
|
||||
Group,
|
||||
SegmentedControl,
|
||||
Stack,
|
||||
Tabs,
|
||||
Text,
|
||||
} from "@mantine/core";
|
||||
import { type FC, useState } from "react";
|
||||
import { useTranslation } from "react-i18next";
|
||||
|
||||
import type { BrokerageAccount } from "@/entities/brokerage-account";
|
||||
@@ -8,6 +14,7 @@ import type { Portfolio } from "@/entities/portfolio";
|
||||
import type { InvestmentResourceMeta } from "@/shared/api";
|
||||
|
||||
import { BrokerageEventsPreview } from "@/entities/brokerage-event";
|
||||
import { formatMoney } from "@/shared/lib";
|
||||
import { SourceSyncStatus } from "@/shared/ui";
|
||||
import { PortfolioStructure } from "@/widgets/portfolio-structure";
|
||||
|
||||
@@ -35,18 +42,27 @@ type AccountPageLoadedProps = {
|
||||
recentEvents: AccountPageRecentEvents;
|
||||
recentOperations: AccountPageRecentOperations;
|
||||
source?: InvestmentResourceMeta;
|
||||
unrealizedReturns: Portfolio["totalsByCurrency"];
|
||||
};
|
||||
|
||||
const AccountPageLoaded: FC<AccountPageLoadedProps> = (props) => {
|
||||
const { t } = useTranslation();
|
||||
const [filter, setFilter] = useState<string>();
|
||||
|
||||
const defaultValue = [
|
||||
...props.positionSections.map(section => section.kind),
|
||||
"cash",
|
||||
"recentOperations",
|
||||
"recentEvents",
|
||||
"incomeSummary",
|
||||
];
|
||||
const activeSection = props.positionSections.find(
|
||||
section => section.kind === filter,
|
||||
) ?? props.positionSections[0];
|
||||
|
||||
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 (
|
||||
<Stack gap="lg">
|
||||
@@ -62,6 +78,26 @@ const AccountPageLoaded: FC<AccountPageLoadedProps> = (props) => {
|
||||
? <Alert role="status">{t("investment.partial")}</Alert>
|
||||
: <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 && (
|
||||
<PortfolioStructure
|
||||
key={props.accountId}
|
||||
@@ -69,70 +105,73 @@ const AccountPageLoaded: FC<AccountPageLoadedProps> = (props) => {
|
||||
/>
|
||||
)}
|
||||
|
||||
<Accordion
|
||||
classNames={{
|
||||
chevron: classes.accordionChevron,
|
||||
control: classes.accordionControl,
|
||||
label: classes.accordionLabel,
|
||||
panel: classes.accordionPanel,
|
||||
}}
|
||||
defaultValue={defaultValue}
|
||||
multiple
|
||||
<Tabs
|
||||
classNames={{ list: classes.tabsList }}
|
||||
defaultValue="positions"
|
||||
keepMounted={false}
|
||||
>
|
||||
{props.positionSections.map(section => (
|
||||
<Accordion.Item key={section.kind} value={section.kind}>
|
||||
<Accordion.Control>
|
||||
{t(positionSectionTitleKey(section.kind))}
|
||||
</Accordion.Control>
|
||||
<Tabs.List aria-label={t("portfolio.sections")} mb="md">
|
||||
<Tabs.Tab value="positions">
|
||||
{t("portfolio.tabs.positions")}
|
||||
</Tabs.Tab>
|
||||
|
||||
<Accordion.Panel>
|
||||
<PositionSection section={section} />
|
||||
</Accordion.Panel>
|
||||
</Accordion.Item>
|
||||
))}
|
||||
<Tabs.Tab value="cash">{t("portfolio.tabs.cash")}</Tabs.Tab>
|
||||
|
||||
<Accordion.Item value="cash">
|
||||
<Accordion.Control>{t("portfolio.cashBalances")}</Accordion.Control>
|
||||
<Tabs.Tab value="operations">
|
||||
{t("portfolio.tabs.operations")}
|
||||
</Tabs.Tab>
|
||||
|
||||
<Accordion.Panel>
|
||||
<CurrencyCards amounts={props.portfolio.cashBalances} />
|
||||
</Accordion.Panel>
|
||||
</Accordion.Item>
|
||||
<Tabs.Tab value="events">{t("portfolio.tabs.events")}</Tabs.Tab>
|
||||
|
||||
<Accordion.Item value="recentOperations">
|
||||
<Accordion.Control>{t("ledger.recentTitle")}</Accordion.Control>
|
||||
<Tabs.Tab value="income">{t("portfolio.tabs.income")}</Tabs.Tab>
|
||||
</Tabs.List>
|
||||
|
||||
<Accordion.Panel>
|
||||
<RecentOperations operations={props.recentOperations} />
|
||||
</Accordion.Panel>
|
||||
</Accordion.Item>
|
||||
|
||||
<Accordion.Item value="recentEvents">
|
||||
<Accordion.Control>{t("events.recentTitle")}</Accordion.Control>
|
||||
|
||||
<Accordion.Panel>
|
||||
<BrokerageEventsPreview events={props.recentEvents} />
|
||||
</Accordion.Panel>
|
||||
</Accordion.Item>
|
||||
|
||||
<Accordion.Item value="incomeSummary">
|
||||
<Accordion.Control>{t("income.summaryTitle")}</Accordion.Control>
|
||||
|
||||
<Accordion.Panel>
|
||||
{!!props.incomeSummary && (
|
||||
<IncomeSummary {...props.incomeSummary} />
|
||||
<Tabs.Panel value="positions">
|
||||
<Stack gap="md">
|
||||
{props.positionSections.length > 1 && (
|
||||
<div className={classes.positionFilter}>
|
||||
<SegmentedControl
|
||||
aria-label={t("portfolio.positionFilter")}
|
||||
data={filterOptions}
|
||||
onChange={setFilter}
|
||||
value={activeSection?.kind}
|
||||
/>
|
||||
</div>
|
||||
)}
|
||||
</Accordion.Panel>
|
||||
</Accordion.Item>
|
||||
</Accordion>
|
||||
|
||||
{activeSection && <PositionSection section={activeSection} />}
|
||||
</Stack>
|
||||
</Tabs.Panel>
|
||||
|
||||
<Tabs.Panel value="cash">
|
||||
<CurrencyCards amounts={props.portfolio.cashBalances} />
|
||||
</Tabs.Panel>
|
||||
|
||||
<Tabs.Panel value="operations">
|
||||
<RecentOperations
|
||||
moreLabel={t("portfolio.more")}
|
||||
operations={props.recentOperations}
|
||||
/>
|
||||
</Tabs.Panel>
|
||||
|
||||
<Tabs.Panel value="events">
|
||||
<BrokerageEventsPreview
|
||||
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>
|
||||
);
|
||||
};
|
||||
|
||||
function positionSectionTitleKey(kind: AccountPagePositionSection["kind"]) {
|
||||
if (kind === "stocks") return "portfolio.stocks";
|
||||
|
||||
return kind === "bonds" ? "portfolio.bonds" : "portfolio.otherPositions";
|
||||
}
|
||||
|
||||
export { AccountPageLoaded };
|
||||
|
||||
+3
-1
@@ -34,7 +34,9 @@ const AccountPageLoading: FC = () => {
|
||||
|
||||
<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>
|
||||
);
|
||||
};
|
||||
|
||||
@@ -9,8 +9,8 @@ import type { IncomeSummary as IncomeSummaryData } from "@/entities/income";
|
||||
|
||||
import { formatMoney } from "@/shared/lib";
|
||||
|
||||
type IncomeSummaryProps
|
||||
= | {
|
||||
type IncomeSummaryProps = { moreLabel?: string } & (
|
||||
| {
|
||||
state: "empty";
|
||||
to: string;
|
||||
}
|
||||
@@ -27,7 +27,8 @@ type IncomeSummaryProps
|
||||
| {
|
||||
state: "partial";
|
||||
to: string;
|
||||
};
|
||||
}
|
||||
);
|
||||
|
||||
const IncomeSummary: FC<IncomeSummaryProps> = (props) => {
|
||||
const { t } = useTranslation();
|
||||
@@ -56,7 +57,7 @@ const IncomeSummary: FC<IncomeSummaryProps> = (props) => {
|
||||
<Text c="dimmed">{t("income.summaryEmpty")}</Text>
|
||||
|
||||
<Button component={Link} to={props.to} variant="subtle">
|
||||
{t("income.open")}
|
||||
{props.moreLabel ?? t("income.open")}
|
||||
</Button>
|
||||
</Stack>
|
||||
);
|
||||
@@ -75,7 +76,7 @@ const IncomeSummary: FC<IncomeSummaryProps> = (props) => {
|
||||
))}
|
||||
|
||||
<Button component={Link} to={props.to} variant="subtle">
|
||||
{t("income.open")}
|
||||
{props.moreLabel ?? t("income.open")}
|
||||
</Button>
|
||||
</Stack>
|
||||
);
|
||||
|
||||
@@ -15,6 +15,8 @@ const syntheticPosition
|
||||
logoName: null,
|
||||
logoSrc: null,
|
||||
quantity: "100",
|
||||
returnPercent: "25",
|
||||
returnPercentText: "+25,00 %",
|
||||
returnText: "+5 000 ₽",
|
||||
returnTone: "positive",
|
||||
shareText: "20%",
|
||||
@@ -73,6 +75,8 @@ export const BondLoss: Story
|
||||
"Учебные облигации для долгосрочных накоплений, выпуск 2030",
|
||||
isin: "DEMO-BOND-2030",
|
||||
quantity: "10",
|
||||
returnPercent: "-5",
|
||||
returnPercentText: "-5,00 %",
|
||||
returnText: "−500 ₽",
|
||||
returnTone: "negative",
|
||||
shareText: "7,6%",
|
||||
@@ -123,6 +127,8 @@ export const MissingValuation: Story
|
||||
averagePurchasePrice: null,
|
||||
currentValue: null,
|
||||
displayName: "Учебная позиция без текущей оценки",
|
||||
returnPercent: null,
|
||||
returnPercentText: null,
|
||||
returnText: null,
|
||||
returnTone: undefined,
|
||||
shareText: null,
|
||||
|
||||
@@ -6,7 +6,10 @@ import { Link } from "react-router";
|
||||
|
||||
import { formatMoney } from "@/shared/lib";
|
||||
|
||||
import type { AccountPagePosition, AccountPagePositionSection } from "../../../../model/positions";
|
||||
import type {
|
||||
AccountPagePosition,
|
||||
AccountPagePositionSection,
|
||||
} from "../../../../model/positions";
|
||||
|
||||
import classes from "../../AccountPage.module.css";
|
||||
import { PositionLogo } from "../PositionLogo.view";
|
||||
@@ -26,8 +29,15 @@ const PositionCard: FC<PositionCardProps> = (props) => {
|
||||
: undefined;
|
||||
|
||||
let returnText = position.returnText;
|
||||
if (returnText && !isExpanded)
|
||||
|
||||
if (returnText && position.returnPercentText) {
|
||||
returnText += ` · ${position.returnPercentText}`;
|
||||
}
|
||||
|
||||
if (returnText && !isExpanded) {
|
||||
returnText = t("portfolio.return", { value: returnText });
|
||||
}
|
||||
|
||||
const instrumentTo = position.instrumentTo;
|
||||
|
||||
const identifier
|
||||
|
||||
@@ -6,7 +6,10 @@ import { Link } from "react-router";
|
||||
|
||||
import { formatMoney } from "@/shared/lib";
|
||||
|
||||
import type { AccountPagePositionGroup, AccountPagePositionSection } from "../../../model/positions";
|
||||
import type {
|
||||
AccountPagePositionGroup,
|
||||
AccountPagePositionSection,
|
||||
} from "../../../model/positions";
|
||||
|
||||
import classes from "../AccountPage.module.css";
|
||||
import { PositionLogo } from "./PositionLogo.view";
|
||||
@@ -60,6 +63,16 @@ const PositionGroupCard: FC<PositionGroupCardProps> = (props) => {
|
||||
? classes[position.returnTone]
|
||||
: undefined;
|
||||
|
||||
const returnPercent = position.returnPercentText
|
||||
? ` · ${position.returnPercentText}`
|
||||
: "";
|
||||
|
||||
const returnValue = `${position.returnText ?? ""}${returnPercent}`;
|
||||
|
||||
const returnText = kind === "other"
|
||||
? t("portfolio.return", { value: returnValue })
|
||||
: returnValue;
|
||||
|
||||
return (
|
||||
<Stack
|
||||
className={classes.accountPosition}
|
||||
@@ -89,9 +102,7 @@ const PositionGroupCard: FC<PositionGroupCardProps> = (props) => {
|
||||
|
||||
{!!position.returnText && (
|
||||
<Text className={appearanceClass} size="sm">
|
||||
{kind === "other"
|
||||
? t("portfolio.return", { value: position.returnText })
|
||||
: position.returnText}
|
||||
{returnText}
|
||||
</Text>
|
||||
)}
|
||||
</Group>
|
||||
|
||||
@@ -10,6 +10,7 @@ import { LedgerEntryRow } from "@/entities/broker-operation";
|
||||
import type { AccountPageRecentOperations } from "../../../model/previews";
|
||||
|
||||
type RecentOperationsProps = {
|
||||
moreLabel?: string;
|
||||
operations: AccountPageRecentOperations;
|
||||
};
|
||||
|
||||
@@ -44,7 +45,7 @@ const RecentOperations: FC<RecentOperationsProps> = (props) => {
|
||||
))}
|
||||
|
||||
<Button component={Link} to={operations.to} variant="subtle">
|
||||
{t("ledger.open")}
|
||||
{props.moreLabel ?? t("ledger.open")}
|
||||
</Button>
|
||||
</Stack>
|
||||
);
|
||||
|
||||
@@ -36,6 +36,8 @@ describe("Positions grouped by security", () => {
|
||||
).toHaveAttribute("href", "/accounts/a");
|
||||
expect(within(rows[0]).getByText("Количество: 1.25")).toBeInTheDocument();
|
||||
expect(within(rows[0]).getByText("375 ₽")).toBeInTheDocument();
|
||||
expect(within(rows[0]).getByText("+25 ₽ · +7,14 %"))
|
||||
.toBeInTheDocument();
|
||||
expect(
|
||||
within(rows[0]).getByText("Средняя цена: 280 ₽"),
|
||||
).toBeInTheDocument();
|
||||
|
||||
@@ -40,6 +40,8 @@ it("keeps expanded positions vertical while other positions adapt to the viewpor
|
||||
logoName: null,
|
||||
logoSrc: null,
|
||||
quantity: "10",
|
||||
returnPercent: null,
|
||||
returnPercentText: null,
|
||||
returnText: null,
|
||||
shareText: null,
|
||||
ticker: null,
|
||||
|
||||
@@ -420,7 +420,7 @@ const ru = {
|
||||
next: "Далее",
|
||||
noInstrument: "Без инструмента",
|
||||
noMoney: "Без движения денег",
|
||||
occurredAt: "{{date}}",
|
||||
occurredAt: "Исполнено {{date}}",
|
||||
open: "Открыть журнал",
|
||||
operationType: {
|
||||
buy: "Покупка",
|
||||
@@ -450,6 +450,7 @@ const ru = {
|
||||
accounts: "Счета",
|
||||
bonds: "Облигации",
|
||||
cards: "Карты",
|
||||
primary: "Основная навигация",
|
||||
settings: "Настройки",
|
||||
stocks: "Акции",
|
||||
},
|
||||
@@ -481,13 +482,21 @@ const ru = {
|
||||
},
|
||||
emptyText: "На счете нет позиций и доступных денежных остатков.",
|
||||
emptyTitle: "Портфель пока пуст",
|
||||
more: "Подробнее",
|
||||
otherPositions: "Другие позиции",
|
||||
positionFilter: "Тип позиции",
|
||||
positionKinds: {
|
||||
bonds: "Облигации",
|
||||
other: "Прочее",
|
||||
stocks: "Акции",
|
||||
},
|
||||
positions: "Позиции",
|
||||
quantity: "Количество: {{value}}",
|
||||
refreshError:
|
||||
"Не удалось обновить портфель. Показан последний полученный снимок.",
|
||||
refreshing: "Обновляем портфель",
|
||||
return: "Доход: {{value}}",
|
||||
sections: "Разделы счёта",
|
||||
share: "Доля: {{value}}",
|
||||
staleWarning:
|
||||
"T-Bank временно недоступен. Показан последний успешный снимок.",
|
||||
@@ -513,7 +522,16 @@ const ru = {
|
||||
unvalued: "Нет оценки",
|
||||
unvaluedCategory: "{{category}}: без оценки — {{count}}",
|
||||
},
|
||||
tabs: {
|
||||
cash: "Деньги",
|
||||
events: "События",
|
||||
income: "Доход",
|
||||
operations: "Операции",
|
||||
positions: "Позиции",
|
||||
},
|
||||
title: "Портфель",
|
||||
unrealizedResult: "Нереализованный результат",
|
||||
unrealizedResultCaption: "по цене, без НКД и купонов",
|
||||
updatedAt: "Данные получены {{date}}",
|
||||
},
|
||||
routeError: {
|
||||
|
||||
Reference in New Issue
Block a user