Compare commits
1
Commits
v1.4.0
..
f1811c343a
| Author | SHA1 | Date | |
|---|---|---|---|
 renovate-bot
|
f1811c343a |
+7
-6
@@ -8,7 +8,7 @@ Vitest — отдельную JSDOM конфигурацию. Точные versi
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[package.json](../package.json), реализация — source of truth.
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```text
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app → pages → features → entities → shared
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app → pages → widgets → features → entities → shared
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page container → page VM → entity/feature query → shared/api → backend /api/v1
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↓
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props → state/section views
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@@ -30,13 +30,14 @@ contract; frontend не читает его checkout для генерации
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| --- | --- |
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| Bootstrap, глобальные providers, routes | `app` |
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| Композиция маршрута и поведение, нужное только этому экрану | `pages/<page>` |
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| Крупная переиспользуемая композиция экрана | `widgets/<widget>` |
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| Самостоятельная пользовательская возможность с собственным смыслом | `features/<capability>` |
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| Представление/поведение бизнес-сущности | `entities/<entity>` |
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| Переиспользуемый код без WealthLedger domain meaning | `shared` |
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Локальный FSD profile: `app → pages → features → entities → shared`.
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Слой `widgets` не используется: композиция экрана и компонент для одной page
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остаются у page. Form, mutation или click handler сами по себе не
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Локальный FSD profile: `app → pages → widgets → features → entities → shared`.
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Widget собирает несколько нижних слоёв в самостоятельный UI-блок; компонент для
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одной page остаётся у page. Form, mutation или click handler сами по себе не
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требуют feature. Два callers не делают domain helper generic shared.
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Slice именуется по ответственности, а не `helpers`, `hooks` или `types`.
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@@ -48,12 +49,12 @@ Slice именуется по ответственности, а не `helpers`,
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Cross-slice consumer использует `@/` и `index.ts` владельца, например
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`@/entities/portfolio`. Alias Vite и TypeScript согласован. Другой slice не
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импортирует внутренний файл напрямую. Slices `pages`, `features`, `entities` не зависят от соседнего slice своего слоя;
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импортирует внутренний файл напрямую. Slices `pages`, `widgets`, `features`, `entities` не зависят от соседнего slice своего слоя;
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композиция принадлежит вышележащему owner. Existing меж-slice исключения
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не являются разрешением добавлять новые.
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Направление зависимостей, public imports и запрет соседних slices в
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`pages`, `features`, `entities` проверяет `npm run deps`. Внутренние imports
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`pages`, `widgets`, `features`, `entities` проверяет `npm run deps`. Внутренние imports
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одного slice и связи shared segments этот запрет не ограничивает.
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Knip проверяет использование exports, а не смысл placement.
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@@ -13,9 +13,6 @@
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!public/**
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!docker/
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!docker/**
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!scripts/
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!scripts/minimatch-compat/
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!scripts/minimatch-compat/**
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!packages/
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!packages/tokens/
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!packages/tokens/package.json
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@@ -66,7 +66,7 @@ jobs:
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- name: Verify pre-commit secret blocking and redaction
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run: PATH=/tmp/gitleaks-bin:$PATH node --test scripts/test-pre-commit.mjs
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- name: Audit runtime and development dependencies
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run: npm audit --include=dev --audit-level=moderate
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run: npm audit --include=dev --audit-level=low
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verify:
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needs: [commits, security]
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@@ -1,75 +1,5 @@
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# Changelog
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## [1.4.0](https://git.personal.ksv741.ru/WealthLedger/frontend/compare/v1.3.0...v1.4.0) (2026-11-06)
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### Features
|
||||
|
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* **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))
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### Bug Fixes
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* **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))
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* 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))
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### Refactoring
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* **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))
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* 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))
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* 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))
|
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* 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))
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* 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))
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* 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))
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||||
### Maintenance
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||||
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* **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))
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* **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))
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|
||||
## [1.3.0](https://git.personal.ksv741.ru/WealthLedger/frontend/compare/v1.2.1...v1.3.0) (2026-11-01)
|
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### Features
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||||
|
||||
* **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))
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||||
* 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))
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* 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))
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* 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))
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||||
|
||||
### 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))
|
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* 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))
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||||
* 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))
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||||
|
||||
### 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))
|
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* 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))
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||||
## [1.2.1](https://git.personal.ksv741.ru/WealthLedger/frontend/compare/v1.2.0...v1.2.1) (2026-10-24)
|
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|
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### 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))
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||||
|
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## [1.2.0](https://git.personal.ksv741.ru/WealthLedger/frontend/compare/v1.1.0...v1.2.0) (2026-10-18)
|
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|
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### Features
|
||||
|
||||
@@ -5,7 +5,6 @@ COPY package.json package-lock.json ./
|
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COPY packages/tokens/package.json ./packages/tokens/
|
||||
COPY packages/ui/package.json ./packages/ui/
|
||||
COPY packages/icons/package.json ./packages/icons/
|
||||
COPY scripts/minimatch-compat ./scripts/minimatch-compat
|
||||
RUN npm ci
|
||||
|
||||
FROM dependencies AS development
|
||||
|
||||
@@ -123,12 +123,10 @@ Chromium при ширинах 375 и 1280 px. Browser project не исполь
|
||||
Новый запуск отменяет устаревший для того же PR/ветки и типа события
|
||||
(требуется Gitea 1.26+). Ежедневно в 05:17 UTC выполняется только `security`.
|
||||
Job `security` проверяет полную доступную историю Gitleaks 8.30.1 и выполняет
|
||||
`npm audit --include=dev --audit-level=moderate`. Advisory уровня moderate и выше
|
||||
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:
|
||||
`npm audit --include=dev --audit-level=low`. Любой advisory блокирует security job;
|
||||
исключений frontend нет. Локально можно выполнить те же команды:
|
||||
`gitleaks git --log-opts=--all --redact=100 --no-banner` и
|
||||
`npm audit --include=dev --audit-level=moderate`. Audit требует доступа к npm registry;
|
||||
`npm audit --include=dev --audit-level=low`. Audit требует доступа к npm registry;
|
||||
проверка секретов выполняется локально и не выводит их значения.
|
||||
|
||||
Имена jobs `commits`, `security`, `verify` сохранены, но Gitea включает имя
|
||||
|
||||
+11
-5
@@ -29,17 +29,17 @@ module.exports = {
|
||||
},
|
||||
{
|
||||
from: {
|
||||
path: "^src/(app|pages|features|entities|shared)/([^/]+)/",
|
||||
path: "^src/(app|pages|widgets|features|entities|shared)/([^/]+)/",
|
||||
},
|
||||
name: "slices-must-use-public-api",
|
||||
severity: "error",
|
||||
to: {
|
||||
path: String.raw`^src/(app|pages|features|entities|shared)/([^/]+)/(?!index\.ts$)`,
|
||||
path: String.raw`^src/(app|pages|widgets|features|entities|shared)/([^/]+)/(?!index\.ts$)`,
|
||||
pathNot: "^src/$1/$2/",
|
||||
},
|
||||
},
|
||||
{
|
||||
from: { path: "^src/(pages|features|entities)/([^/]+)/" },
|
||||
from: { path: "^src/(pages|widgets|features|entities)/([^/]+)/" },
|
||||
name: "no-same-layer-cross-slice-imports",
|
||||
severity: "error",
|
||||
to: { path: "^src/$1/", pathNot: "^src/$1/$2/" },
|
||||
@@ -48,18 +48,24 @@ module.exports = {
|
||||
from: { path: "^src/shared/" },
|
||||
name: "shared-must-not-depend-on-layers",
|
||||
severity: "error",
|
||||
to: { path: "^src/(entities|features|pages|app)/" },
|
||||
to: { path: "^src/(entities|features|widgets|pages|app)/" },
|
||||
},
|
||||
{
|
||||
from: { path: "^src/entities/" },
|
||||
name: "entities-must-not-depend-on-higher-layers",
|
||||
severity: "error",
|
||||
to: { path: "^src/(features|pages|app)/" },
|
||||
to: { path: "^src/(features|widgets|pages|app)/" },
|
||||
},
|
||||
{
|
||||
from: { path: "^src/features/" },
|
||||
name: "features-must-not-depend-on-higher-layers",
|
||||
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)/" },
|
||||
},
|
||||
{
|
||||
|
||||
@@ -17,21 +17,12 @@ http {
|
||||
default $http_x_forwarded_proto;
|
||||
'' $scheme;
|
||||
}
|
||||
# One shared budget: the external proxy's client-IP forwarding is not verified.
|
||||
map "$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 {
|
||||
listen 8080;
|
||||
server_name _;
|
||||
root /usr/share/nginx/html;
|
||||
resolver 127.0.0.11 valid=5s ipv6=off;
|
||||
location /api/ {
|
||||
limit_req zone=auth_admission burst=5 nodelay;
|
||||
set $backend http://backend:3000;
|
||||
proxy_pass $backend$request_uri;
|
||||
proxy_set_header Host $http_host;
|
||||
|
||||
+1
-6
@@ -25,11 +25,7 @@ const readability = {
|
||||
)
|
||||
context.report({ messageId: "schema", node });
|
||||
},
|
||||
FunctionDeclaration(node) {
|
||||
checkParameters(node);
|
||||
if (node.id?.name?.endsWith?.("ViewModel"))
|
||||
context.report({ messageId: "vmName", node: node.id });
|
||||
},
|
||||
FunctionDeclaration: checkParameters,
|
||||
FunctionExpression: checkParameters,
|
||||
ImportDeclaration(node) {
|
||||
if (
|
||||
@@ -99,7 +95,6 @@ const readability = {
|
||||
schema: "Declare Zod schemas in a dedicated *.schema.ts file.",
|
||||
svg: "Own SVG markup in packages/icons, and import its public component.",
|
||||
union: "Put complex union members on separate lines.",
|
||||
vmName: "Name custom hooks use*Vm, not use*ViewModel.",
|
||||
},
|
||||
schema: [],
|
||||
type: "suggestion",
|
||||
|
||||
+1
-1
@@ -5,7 +5,7 @@
|
||||
<link rel="icon" type="image/svg+xml" href="/favicon.svg" />
|
||||
<link rel="apple-touch-icon" href="/apple-touch-icon.png" />
|
||||
<meta name="theme-color" content="#ffffff" />
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0, viewport-fit=cover" />
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<title>WealthLedger</title>
|
||||
</head>
|
||||
<body>
|
||||
|
||||
@@ -1,5 +1,5 @@
|
||||
{
|
||||
"ignoreDependencies": ["conventional-changelog-conventionalcommits", "minimatch"],
|
||||
"ignoreDependencies": ["conventional-changelog-conventionalcommits"],
|
||||
"workspaces": {
|
||||
".": {
|
||||
"project": ["src/**/*.{ts,tsx}", "!src/shared/api/generated/**"]
|
||||
|
||||
Generated
+1265
-1027
File diff suppressed because it is too large
Load Diff
+4
-7
@@ -1,7 +1,7 @@
|
||||
{
|
||||
"name": "wealth-ledger-frontend",
|
||||
"private": true,
|
||||
"version": "1.4.0",
|
||||
"version": "1.2.0",
|
||||
"type": "module",
|
||||
"engines": {
|
||||
"node": "24.22.1"
|
||||
@@ -82,7 +82,7 @@
|
||||
"@vitest/browser": "5.0.5",
|
||||
"@vitest/browser-playwright": "5.0.5",
|
||||
"@vitest/coverage-v8": "5.0.5",
|
||||
"@vitest/eslint-plugin": "1.6.27",
|
||||
"@vitest/eslint-plugin": "1.6.28",
|
||||
"@vitest/ui": "5.0.5",
|
||||
"babel-plugin-react-compiler": "1.0.0",
|
||||
"conventional-changelog-conventionalcommits": "10.4.1",
|
||||
@@ -106,7 +106,6 @@
|
||||
"jsdom": "30.1.3",
|
||||
"knip": "6.43.0",
|
||||
"lint-staged": "17.6.0",
|
||||
"minimatch": "file:scripts/minimatch-compat",
|
||||
"msw": "2.15.0",
|
||||
"openapi-typescript": "7.13.0",
|
||||
"playwright": "1.64.1",
|
||||
@@ -115,7 +114,7 @@
|
||||
"typescript": "5.9.3",
|
||||
"typescript-eslint": "8.72.0",
|
||||
"vite": "8.3.5",
|
||||
"vite-plugin-pwa": "2.0.0",
|
||||
"vite-plugin-pwa": "1.3.0",
|
||||
"vitest": "5.0.5"
|
||||
},
|
||||
"overrides": {
|
||||
@@ -125,9 +124,7 @@
|
||||
},
|
||||
"@vitest/browser": "5.0.5",
|
||||
"@vitest/ui": "5.0.5",
|
||||
"@vitest/mocker": "5.0.5",
|
||||
"minimatch": "$minimatch",
|
||||
"glob": "14.0.3"
|
||||
"@vitest/mocker": "5.0.5"
|
||||
},
|
||||
"allowScripts": {
|
||||
"esbuild@0.28.2": true,
|
||||
|
||||
@@ -16,7 +16,7 @@ type EntryCardProps = {
|
||||
tone: "negative"
|
||||
| "neutral"
|
||||
| "positive";
|
||||
value: ReactNode;
|
||||
value: string;
|
||||
valueLabel: string;
|
||||
wrap?: boolean;
|
||||
};
|
||||
@@ -32,7 +32,6 @@ const EntryCard: FC<EntryCardProps> = (props) => {
|
||||
|
||||
const valueContainerClass = props.actions ? classes.valueFooter : undefined;
|
||||
const valueLabelClass = `${classes[props.tone]} ${props.actions ? classes.valueLabel : ""}`;
|
||||
const valueComponent = typeof props.value === "string" ? undefined : "div";
|
||||
|
||||
return (
|
||||
<Paper
|
||||
@@ -64,11 +63,7 @@ const EntryCard: FC<EntryCardProps> = (props) => {
|
||||
</Stack>
|
||||
|
||||
<Stack className={classes.value} gap={2}>
|
||||
<Text
|
||||
className={classes[props.tone]}
|
||||
component={valueComponent}
|
||||
fw={700}
|
||||
>
|
||||
<Text className={classes[props.tone]} fw={700}>
|
||||
{props.value}
|
||||
</Text>
|
||||
|
||||
|
||||
+1
-16
@@ -1,30 +1,15 @@
|
||||
{
|
||||
"$schema": "https://docs.renovatebot.com/renovate-schema.json",
|
||||
"extends": ["config:recommended", ":semanticCommitTypeAll(chore)", "security:minimumReleaseAgeNpm"],
|
||||
"extends": ["config:recommended", ":semanticCommitTypeAll(chore)"],
|
||||
"timezone": "Europe/Moscow",
|
||||
"labels": ["dependencies"],
|
||||
"dependencyDashboard": true,
|
||||
"rangeStrategy": "pin",
|
||||
"prConcurrentLimit": 5,
|
||||
"lockFileMaintenance": {
|
||||
"enabled": true,
|
||||
"schedule": ["before 4am on the first day of the month"]
|
||||
},
|
||||
"packageRules": [
|
||||
{
|
||||
"matchUpdateTypes": ["minor", "patch"],
|
||||
"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"],
|
||||
"dependencyDashboardApproval": true
|
||||
|
||||
@@ -1,9 +0,0 @@
|
||||
// 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),
|
||||
}),
|
||||
};
|
||||
@@ -1,11 +0,0 @@
|
||||
// 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),
|
||||
});
|
||||
@@ -1,14 +0,0 @@
|
||||
{
|
||||
"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"
|
||||
}
|
||||
}
|
||||
@@ -11,7 +11,7 @@ import {
|
||||
} from "@testing-library/react";
|
||||
import { http, HttpResponse } from "msw";
|
||||
import { MemoryRouter, useLocation } from "react-router";
|
||||
import { afterEach, beforeEach, describe, expect, it, vi } from "vitest";
|
||||
import { beforeEach, describe, expect, it } from "vitest";
|
||||
|
||||
import type { BrokerageOperation } from "@/entities/broker-operation";
|
||||
import type { IncomeAnalytics } from "@/entities/income";
|
||||
@@ -46,10 +46,8 @@ const position: Portfolio["positions"][number]
|
||||
displayName: "Сбербанк",
|
||||
figi: "SBER",
|
||||
isin: null,
|
||||
issuer: null,
|
||||
logoName: null,
|
||||
quantity: "2",
|
||||
sector: null,
|
||||
ticker: "SBER",
|
||||
type: "STOCK",
|
||||
};
|
||||
@@ -147,7 +145,6 @@ function renderPage(path: string) {
|
||||
return client;
|
||||
}
|
||||
|
||||
afterEach(() => vi.useRealTimers());
|
||||
beforeEach(() => {
|
||||
server.use(
|
||||
http.post("*/api/v1/auth/refresh", () =>
|
||||
@@ -217,7 +214,6 @@ beforeEach(() => {
|
||||
}),
|
||||
),
|
||||
incomeTotalsByCurrency: [],
|
||||
window: { from: "2026-09-01", to: "2026-10-01" },
|
||||
}),
|
||||
),
|
||||
),
|
||||
@@ -275,8 +271,6 @@ describe("All accounts routes", () => {
|
||||
);
|
||||
|
||||
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.
|
||||
const search = `?from=${defaultPeriod()[0]}&to=${defaultPeriod()[1]}`;
|
||||
renderPage(`/accounts/all/events${search}`);
|
||||
@@ -309,16 +303,14 @@ describe("All accounts routes", () => {
|
||||
"href",
|
||||
`/accounts/${account.id}`,
|
||||
);
|
||||
|
||||
for (const [suffix, tab] of [
|
||||
["operations", "Операции"],
|
||||
["income", "Доход"],
|
||||
["events", "События"],
|
||||
]) {
|
||||
fireEvent.click(screen.getByRole("tab", { name: tab }));
|
||||
expect(screen.getByRole("link", { name: "Подробнее" }))
|
||||
.toHaveAttribute("href", `/accounts/all/${suffix}`);
|
||||
}
|
||||
for (const suffix of ["operations", "income", "events"])
|
||||
expect(
|
||||
screen
|
||||
.getAllByRole("link")
|
||||
.find(
|
||||
link => link.getAttribute("href") === `/accounts/all/${suffix}`,
|
||||
),
|
||||
).toBeInTheDocument();
|
||||
});
|
||||
|
||||
it("switches accounts within operations with applied filters and a fresh cursor", async () => {
|
||||
|
||||
@@ -232,8 +232,7 @@ describe("AppRoutes", () => {
|
||||
}),
|
||||
).toBeInTheDocument();
|
||||
expect(
|
||||
screen.getAllByRole("navigation", { name: "Основная навигация" }),
|
||||
).toHaveLength(2);
|
||||
expect(screen.queryByRole("banner")).not.toBeInTheDocument();
|
||||
screen.getByRole("navigation", { name: "WealthLedger" }),
|
||||
).toBeInTheDocument();
|
||||
});
|
||||
});
|
||||
|
||||
@@ -1,4 +1,4 @@
|
||||
import type { ComponentType, FC } from "react";
|
||||
import type { FC } from "react";
|
||||
|
||||
import { lazy } from "react";
|
||||
import { Navigate, Route, Routes } from "react-router";
|
||||
@@ -6,35 +6,101 @@ import { Navigate, Route, Routes } from "react-router";
|
||||
import { LazyPage } from "../RouteFallback";
|
||||
import { Protected, Public } from "../RouteGuards";
|
||||
|
||||
// Pages use named exports; React.lazy needs a default export per dynamic import (one chunk each).
|
||||
function lazyPage<Name extends string>(
|
||||
load: () => Promise<Record<Name, ComponentType>>,
|
||||
name: Name,
|
||||
) {
|
||||
return lazy(async () => {
|
||||
const page = await load();
|
||||
const CardPage = lazy(async () => {
|
||||
const { CardPage } = await import("@/pages/card");
|
||||
|
||||
// eslint-disable-next-line security/detect-object-injection -- `name` is a compile-time literal checked against the module's exports.
|
||||
return { default: page[name] };
|
||||
});
|
||||
}
|
||||
return { default: CardPage };
|
||||
});
|
||||
|
||||
const CardPage = lazyPage(async () => import("@/pages/card"), "CardPage");
|
||||
const CardsPage = lazyPage(async () => import("@/pages/cards"), "CardsPage");
|
||||
const BondPage = lazyPage(async () => import("@/pages/bond"), "BondPage");
|
||||
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 AccountPage = lazyPage(async () => import("@/pages/account"), "AccountPage");
|
||||
const AccountEventsPage = lazyPage(async () => import("@/pages/account-events"), "AccountEventsPage");
|
||||
const AccountOperationsPage = lazyPage(async () => import("@/pages/account-operations"), "AccountOperationsPage");
|
||||
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 NotFoundPage = lazyPage(async () => import("@/pages/not-found"), "NotFoundPage");
|
||||
const RegisterPage = lazyPage(async () => import("@/pages/register"), "RegisterPage");
|
||||
const SettingsPage = lazyPage(async () => import("@/pages/settings"), "SettingsPage");
|
||||
const ProtectedLayout = lazyPage(async () => import("../ProtectedLayout"), "ProtectedLayout");
|
||||
const CardsPage = lazy(async () => {
|
||||
const { CardsPage } = await import("@/pages/cards");
|
||||
|
||||
return { default: CardsPage };
|
||||
});
|
||||
|
||||
const BondPage = lazy(async () => {
|
||||
const { BondPage } = await import("@/pages/bond");
|
||||
|
||||
return { default: BondPage };
|
||||
});
|
||||
|
||||
const BondsPage = lazy(async () => {
|
||||
const { BondsPage } = await import("@/pages/bonds");
|
||||
|
||||
return { default: BondsPage };
|
||||
});
|
||||
|
||||
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 = () => (
|
||||
<Routes>
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
import type { FC } from "react";
|
||||
|
||||
import { useDocumentTitle } from "@mantine/hooks";
|
||||
import { useTranslation } from "react-i18next";
|
||||
|
||||
import { useCurrentRoute } from "@/app/model";
|
||||
@@ -7,12 +8,12 @@ import { useBankCard } from "@/entities/bank-card";
|
||||
import { useBond } from "@/entities/bond";
|
||||
import { useBrokerageAccounts } from "@/entities/brokerage-account";
|
||||
import { useStock } from "@/entities/stock";
|
||||
import { useAppDocumentTitle } from "@/shared/ui";
|
||||
|
||||
type DocumentTitleProps = { title: string };
|
||||
|
||||
const DocumentTitle: FC<DocumentTitleProps> = (props): undefined => {
|
||||
useAppDocumentTitle(props.title);
|
||||
const { t } = useTranslation();
|
||||
useDocumentTitle(`${props.title} — ${t("appName")}`);
|
||||
};
|
||||
|
||||
type AccountDocumentTitleProps = {
|
||||
|
||||
@@ -1,15 +1,16 @@
|
||||
import type { FC, PropsWithChildren } from "react";
|
||||
|
||||
import { Button, Stack, Text, Title } from "@mantine/core";
|
||||
import { useDocumentTitle } from "@mantine/hooks";
|
||||
import { Component } from "react";
|
||||
import { useTranslation } from "react-i18next";
|
||||
import { Link, useLocation } from "react-router";
|
||||
|
||||
import { useAuth } from "@/features/auth";
|
||||
import { useAppDocumentTitle } from "@/shared/ui";
|
||||
|
||||
type BoundaryProps = PropsWithChildren<{
|
||||
authenticated: boolean;
|
||||
routeKey: string;
|
||||
}>;
|
||||
|
||||
type RouteErrorFallbackProps = {
|
||||
@@ -25,6 +26,12 @@ class Boundary extends Component<BoundaryProps, State> {
|
||||
|
||||
override state: State = { hasError: false };
|
||||
|
||||
override componentDidUpdate(previousProps: BoundaryProps) {
|
||||
if (previousProps.routeKey !== this.props.routeKey && this.state.hasError) {
|
||||
this.setState({ hasError: false });
|
||||
}
|
||||
}
|
||||
|
||||
override render() {
|
||||
return this.state.hasError
|
||||
? <RouteErrorFallback authenticated={this.props.authenticated} />
|
||||
@@ -37,7 +44,7 @@ class Boundary extends Component<BoundaryProps, State> {
|
||||
const RouteErrorFallback: FC<RouteErrorFallbackProps> = (props) => {
|
||||
const { authenticated } = props;
|
||||
const { t } = useTranslation();
|
||||
useAppDocumentTitle(t("routeError.title"));
|
||||
useDocumentTitle(`${t("routeError.title")} — ${t("appName")}`);
|
||||
const to = authenticated ? "/accounts" : "/login";
|
||||
|
||||
return (
|
||||
@@ -63,7 +70,10 @@ const RouteErrorBoundary: FC<PropsWithChildren> = (props) => {
|
||||
const { user } = useAuth();
|
||||
|
||||
return (
|
||||
<Boundary authenticated={Boolean(user)} key={`${pathname}${search}:${key}`}>
|
||||
<Boundary
|
||||
authenticated={Boolean(user)}
|
||||
routeKey={`${pathname}${search}:${key}`}
|
||||
>
|
||||
{children}
|
||||
</Boundary>
|
||||
);
|
||||
|
||||
@@ -7,8 +7,10 @@ import { useCurrentRoute } from "@/app/model";
|
||||
|
||||
import { AccountBreadcrumbs } from "./AccountBreadcrumbs";
|
||||
import { AccountScopeSwitch } from "./AccountScopeSwitch/AccountScopeSwitch";
|
||||
import { BondBreadcrumbs } from "./BondBreadcrumbs";
|
||||
import { BreadcrumbTrail } from "./BreadcrumbTrail";
|
||||
import { EntityBreadcrumbs } from "./EntityBreadcrumbs";
|
||||
import { CardBreadcrumbs } from "./CardBreadcrumbs";
|
||||
import { StockBreadcrumbs } from "./StockBreadcrumbs";
|
||||
|
||||
const AppBreadcrumbs: FC = () => {
|
||||
const { t } = useTranslation();
|
||||
@@ -24,16 +26,9 @@ const AppBreadcrumbs: FC = () => {
|
||||
stock,
|
||||
} = useCurrentRoute();
|
||||
|
||||
if (bond) {
|
||||
return <EntityBreadcrumbs identifier={bond.params.bondId ?? ""} kind="bond" />;
|
||||
}
|
||||
|
||||
if (stock) {
|
||||
return (
|
||||
<EntityBreadcrumbs identifier={stock.params.stockId ?? ""} kind="stock" />
|
||||
);
|
||||
}
|
||||
|
||||
if (bond) return <BondBreadcrumbs identifier={bond.params.bondId ?? ""} />;
|
||||
if (stock)
|
||||
return <StockBreadcrumbs identifier={stock.params.stockId ?? ""} />;
|
||||
if (account && (section || !account.params.section))
|
||||
return (
|
||||
<Stack gap={0} mb="md">
|
||||
@@ -48,13 +43,8 @@ const AppBreadcrumbs: FC = () => {
|
||||
/>
|
||||
</Stack>
|
||||
);
|
||||
|
||||
if (card) {
|
||||
return <EntityBreadcrumbs identifier={card.params.cardId ?? ""} kind="card" />;
|
||||
}
|
||||
|
||||
if (card) return <CardBreadcrumbs identifier={card.params.cardId ?? ""} />;
|
||||
if (cards) return <BreadcrumbTrail items={[{ label: t("bank.title") }]} />;
|
||||
|
||||
if (accounts)
|
||||
return <BreadcrumbTrail items={[{ label: t("breadcrumbs.accounts") }]} />;
|
||||
|
||||
|
||||
@@ -0,0 +1,25 @@
|
||||
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, type Crumb };
|
||||
export { BreadcrumbTrail };
|
||||
|
||||
@@ -0,0 +1,25 @@
|
||||
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 };
|
||||
@@ -1,48 +0,0 @@
|
||||
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 };
|
||||
@@ -0,0 +1,25 @@
|
||||
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 };
|
||||
@@ -1,22 +1,12 @@
|
||||
.root {
|
||||
--bottom-nav-height: 56px;
|
||||
}
|
||||
|
||||
.content {
|
||||
max-width: 1120px;
|
||||
margin-inline: auto;
|
||||
}
|
||||
|
||||
.brand {
|
||||
.header {
|
||||
align-items: center;
|
||||
border-bottom: 1px solid var(--mantine-color-gray-3);
|
||||
display: flex;
|
||||
min-height: 60px;
|
||||
padding-inline: var(--mantine-spacing-sm);
|
||||
}
|
||||
|
||||
.navList {
|
||||
padding: var(--mantine-spacing-sm);
|
||||
padding: 0 var(--mantine-spacing-md);
|
||||
}
|
||||
|
||||
.bottomNav {
|
||||
@@ -62,85 +52,29 @@
|
||||
.bottomNav {
|
||||
background: var(--mantine-color-white);
|
||||
border-top: 1px solid var(--mantine-color-gray-3);
|
||||
display: grid;
|
||||
grid-template-columns: repeat(5, minmax(0, 1fr));
|
||||
inset: auto 0 0;
|
||||
min-height: calc(var(--bottom-nav-height) + env(safe-area-inset-bottom, 0px));
|
||||
padding-bottom: env(safe-area-inset-bottom, 0px);
|
||||
padding-inline:
|
||||
max(4px, env(safe-area-inset-left, 0px))
|
||||
max(4px, env(safe-area-inset-right, 0px));
|
||||
position: fixed;
|
||||
z-index: var(--mantine-z-index-app);
|
||||
}
|
||||
|
||||
.bottomNavItem {
|
||||
align-items: center;
|
||||
color: var(--mantine-color-gray-7);
|
||||
bottom: 0;
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
justify-content: space-around;
|
||||
left: 0;
|
||||
padding: var(--mantine-spacing-xs) 2px;
|
||||
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;
|
||||
font-size: 11px;
|
||||
& a {
|
||||
min-width: 0;
|
||||
padding: 8px 2px;
|
||||
text-align: center;
|
||||
}
|
||||
position: fixed;
|
||||
right: 0;
|
||||
z-index: 200;
|
||||
}
|
||||
|
||||
.active {
|
||||
color: var(--mantine-primary-color-filled);
|
||||
|
||||
& .iconPill {
|
||||
background-color: var(--mantine-primary-color-light);
|
||||
}
|
||||
font-weight: 600;
|
||||
}
|
||||
|
||||
.main {
|
||||
padding-bottom: calc(
|
||||
var(--bottom-nav-height) + env(safe-area-inset-bottom, 0px) +
|
||||
var(--mantine-spacing-md)
|
||||
);
|
||||
padding-bottom: 5rem;
|
||||
}
|
||||
}
|
||||
|
||||
@@ -1,47 +0,0 @@
|
||||
import { MantineProvider } from "@mantine/core";
|
||||
import { render, screen, within } from "@testing-library/react";
|
||||
import { MemoryRouter } from "react-router";
|
||||
import { describe, expect, it } from "vitest";
|
||||
|
||||
import { AppShell } from "./AppShell";
|
||||
|
||||
function renderShell(path: string) {
|
||||
return render(
|
||||
<MantineProvider>
|
||||
<MemoryRouter initialEntries={[path]}>
|
||||
<AppShell />
|
||||
</MemoryRouter>
|
||||
</MantineProvider>,
|
||||
);
|
||||
}
|
||||
|
||||
describe("AppShell", () => {
|
||||
it("has no header banner", () => {
|
||||
renderShell("/cards");
|
||||
|
||||
expect(screen.queryByRole("banner")).not.toBeInTheDocument();
|
||||
});
|
||||
|
||||
it("marks only the current bottom navigation item", () => {
|
||||
renderShell("/cards");
|
||||
|
||||
const bottomNav = screen
|
||||
.getAllByRole("navigation", { name: "Основная навигация" })
|
||||
.at(-1);
|
||||
|
||||
if (!bottomNav) {
|
||||
throw new Error("Bottom navigation is not rendered");
|
||||
}
|
||||
|
||||
const links = within(bottomNav).getAllByRole("link");
|
||||
|
||||
expect(links).toHaveLength(5);
|
||||
expect(within(bottomNav).getByRole("link", { name: "Карты" })).toHaveAttribute(
|
||||
"aria-current",
|
||||
"page",
|
||||
);
|
||||
expect(
|
||||
within(bottomNav).getByRole("link", { name: "Счета" }),
|
||||
).not.toHaveAttribute("aria-current");
|
||||
});
|
||||
});
|
||||
@@ -17,12 +17,6 @@ type AppShellProps = {
|
||||
contentAboveOutlet?: ReactNode;
|
||||
};
|
||||
|
||||
function getBottomNavItemClass({ isActive }: { isActive: boolean }) {
|
||||
return isActive
|
||||
? `${classes.bottomNavItem} ${classes.active}`
|
||||
: classes.bottomNavItem;
|
||||
}
|
||||
|
||||
const AppShell: FC<AppShellProps> = (props) => {
|
||||
const { contentAboveOutlet } = props;
|
||||
const { t } = useTranslation();
|
||||
@@ -30,31 +24,31 @@ const AppShell: FC<AppShellProps> = (props) => {
|
||||
|
||||
const items = [
|
||||
{
|
||||
Icon: PortfolioIcon,
|
||||
icon: <PortfolioIcon size={20} />,
|
||||
iconClassName: classes.portfolioIcon,
|
||||
label: t("navigation.accounts"),
|
||||
to: "/accounts",
|
||||
},
|
||||
{
|
||||
Icon: CardsIcon,
|
||||
icon: <CardsIcon size={20} />,
|
||||
iconClassName: classes.cardsIcon,
|
||||
label: t("navigation.cards"),
|
||||
to: "/cards",
|
||||
},
|
||||
{
|
||||
Icon: StocksIcon,
|
||||
icon: <StocksIcon size={20} />,
|
||||
iconClassName: classes.stocksIcon,
|
||||
label: t("navigation.stocks"),
|
||||
to: "/stocks",
|
||||
},
|
||||
{
|
||||
Icon: BondsIcon,
|
||||
icon: <BondsIcon size={20} />,
|
||||
iconClassName: classes.bondsIcon,
|
||||
label: t("navigation.bonds"),
|
||||
to: "/bonds",
|
||||
},
|
||||
{
|
||||
Icon: SettingsIcon,
|
||||
icon: <SettingsIcon size={20} />,
|
||||
iconClassName: classes.settingsIcon,
|
||||
label: t("navigation.settings"),
|
||||
to: "/settings",
|
||||
@@ -63,32 +57,32 @@ const AppShell: FC<AppShellProps> = (props) => {
|
||||
|
||||
return (
|
||||
<MantineAppShell
|
||||
className={classes.root}
|
||||
header={{ height: 60 }}
|
||||
navbar={{ breakpoint: "sm", collapsed: { mobile: true }, width: 220 }}
|
||||
padding="md"
|
||||
>
|
||||
<MantineAppShell.Navbar aria-label={t("navigation.primary")}>
|
||||
<div className={classes.brand}>
|
||||
<Text fw={700}>{t("appName")}</Text>
|
||||
</div>
|
||||
<MantineAppShell.Header className={classes.header}>
|
||||
<Text fw={700}>{t("appName")}</Text>
|
||||
</MantineAppShell.Header>
|
||||
|
||||
<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} ${item.iconClassName}`}>
|
||||
<item.Icon size={20} />
|
||||
</span>
|
||||
)}
|
||||
to={item.to}
|
||||
/>
|
||||
))}
|
||||
</div>
|
||||
<MantineAppShell.Navbar p="sm">
|
||||
{items.map(item => (
|
||||
<NavLink
|
||||
active={pathname.startsWith(item.to)}
|
||||
className={classes.navLink}
|
||||
component={RouterNavLink}
|
||||
key={item.to}
|
||||
label={item.label}
|
||||
leftSection={(
|
||||
<span
|
||||
className={`${classes.navIcon} ${item.iconClassName ?? ""}`}
|
||||
>
|
||||
{item.icon}
|
||||
</span>
|
||||
)}
|
||||
to={item.to}
|
||||
/>
|
||||
))}
|
||||
</MantineAppShell.Navbar>
|
||||
|
||||
<MantineAppShell.Main className={classes.main}>
|
||||
@@ -99,23 +93,22 @@ const AppShell: FC<AppShellProps> = (props) => {
|
||||
</div>
|
||||
</MantineAppShell.Main>
|
||||
|
||||
<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>
|
||||
<nav aria-label={t("appName")} className={classes.bottomNav}>
|
||||
{items.map((item) => {
|
||||
const appearanceClass = pathname.startsWith(item.to)
|
||||
? classes.active
|
||||
: undefined;
|
||||
|
||||
<span className={classes.bottomNavLabel}>{item.label}</span>
|
||||
</RouterNavLink>
|
||||
))}
|
||||
return (
|
||||
<RouterNavLink
|
||||
className={appearanceClass}
|
||||
key={item.to}
|
||||
to={item.to}
|
||||
>
|
||||
{item.label}
|
||||
</RouterNavLink>
|
||||
);
|
||||
})}
|
||||
</nav>
|
||||
</MantineAppShell>
|
||||
);
|
||||
|
||||
@@ -5,7 +5,6 @@ import {
|
||||
ApiErrorCode,
|
||||
apiErrorCode,
|
||||
isApiErrorCode,
|
||||
isGetUnder,
|
||||
} from "@/shared/api";
|
||||
|
||||
import type {
|
||||
@@ -27,14 +26,21 @@ async function mutationData<T>(
|
||||
return data;
|
||||
}
|
||||
|
||||
const bankCardGetPredicate = isGetUnder(["/api/v1/bank-cards"]);
|
||||
|
||||
function useBankMutationOptions() {
|
||||
const queryClient = useQueryClient();
|
||||
|
||||
const invalidate = () =>
|
||||
queryClient.invalidateQueries({
|
||||
predicate: ({ queryKey }) => bankCardGetPredicate(queryKey),
|
||||
predicate: ({ queryKey }) => {
|
||||
const [method, path] = queryKey;
|
||||
|
||||
return (
|
||||
method === "get"
|
||||
&& typeof path === "string"
|
||||
&& (path === "/api/v1/bank-cards"
|
||||
|| path.startsWith("/api/v1/bank-cards/"))
|
||||
);
|
||||
},
|
||||
});
|
||||
|
||||
return {
|
||||
|
||||
@@ -5,7 +5,5 @@ export {
|
||||
type OperationCategory,
|
||||
useBrokerageOperations,
|
||||
} from "./api/useBrokerageOperations";
|
||||
export { brokerageOperationGroupKey } from "./model/display";
|
||||
export { useBrokerageOperationHistory } from "./model/useBrokerageOperationHistory";
|
||||
export { LedgerEntryRow } from "./ui/LedgerEntryRow";
|
||||
export { OperationGroup } from "./ui/OperationGroup";
|
||||
|
||||
@@ -1,12 +1,9 @@
|
||||
import { describe, expect, it } from "vitest";
|
||||
import { expect, it } from "vitest";
|
||||
|
||||
import type { BrokerageOperation } from "../api/useBrokerageOperations";
|
||||
|
||||
import { brokerageOperationGroupKey, operationLabelKey } from "./display";
|
||||
import { operationLabelKey } from "./display";
|
||||
|
||||
it.each([
|
||||
["OPERATION_TYPE_BUY", "buy"],
|
||||
["OPERATION_TYPE_COUPON", "other"],
|
||||
["OPERATION_TYPE_BUY_CARD", "buy"],
|
||||
["OPERATION_TYPE_BUY_MARGIN", "buy"],
|
||||
["OPERATION_TYPE_SELL", "sell"],
|
||||
@@ -24,71 +21,3 @@ it.each([
|
||||
])("preserves the wire operation label for %s", (type, label) => {
|
||||
expect(operationLabelKey(type)).toBe(`ledger.operationType.${label}`);
|
||||
});
|
||||
|
||||
describe("brokerageOperationGroupKey", () => {
|
||||
const base: BrokerageOperation = {
|
||||
account: { id: "account-1", name: "Брокерский" },
|
||||
accruedInterest: null,
|
||||
category: "income",
|
||||
commission: null,
|
||||
description: "Купон",
|
||||
figi: "FIGI",
|
||||
id: "operation",
|
||||
instrumentType: "bond",
|
||||
instrumentUid: "UID",
|
||||
logoName: null,
|
||||
occurredAt: "2026-08-14T10:00:00Z",
|
||||
payment: null,
|
||||
price: null,
|
||||
quantity: null,
|
||||
ticker: "BOND",
|
||||
type: "OPERATION_TYPE_COUPON",
|
||||
};
|
||||
|
||||
it("uses screen day, preferred identity and exact type, not account", () => {
|
||||
const first = brokerageOperationGroupKey(base);
|
||||
|
||||
const same = brokerageOperationGroupKey({
|
||||
...base,
|
||||
account: { id: "account-2", name: "ИИС" },
|
||||
figi: "OTHER-FIGI",
|
||||
occurredAt: "2026-08-14T11:00:00Z",
|
||||
});
|
||||
|
||||
expect(same).toBe(first);
|
||||
expect(brokerageOperationGroupKey({
|
||||
...base,
|
||||
type: "OPERATION_TYPE_DIVIDEND",
|
||||
})).not.toBe(first);
|
||||
});
|
||||
|
||||
it("keeps buy and sell of one instrument in different groups", () => {
|
||||
expect(brokerageOperationGroupKey({ ...base, type: "OPERATION_TYPE_BUY" }))
|
||||
.not.toBe(brokerageOperationGroupKey({
|
||||
...base,
|
||||
type: "OPERATION_TYPE_SELL",
|
||||
}));
|
||||
});
|
||||
|
||||
it("separates local midnight and joins one local day across UTC dates", () => {
|
||||
const before = new Date(2026, 7, 14, 23, 59).toISOString();
|
||||
const after = new Date(2026, 7, 15, 0, 1).toISOString();
|
||||
const morning = new Date(2026, 7, 14, 1).toISOString();
|
||||
const evening = new Date(2026, 7, 14, 23).toISOString();
|
||||
|
||||
expect(brokerageOperationGroupKey({ ...base, occurredAt: before }))
|
||||
.not.toBe(brokerageOperationGroupKey({ ...base, occurredAt: after }));
|
||||
expect(brokerageOperationGroupKey({ ...base, occurredAt: morning }))
|
||||
.toBe(brokerageOperationGroupKey({ ...base, occurredAt: evening }));
|
||||
});
|
||||
|
||||
it("falls back to FIGI and leaves missing identity ungrouped", () => {
|
||||
expect(brokerageOperationGroupKey({ ...base, instrumentUid: null }))
|
||||
.toBe(brokerageOperationGroupKey({ ...base, instrumentUid: "" }));
|
||||
expect(brokerageOperationGroupKey({
|
||||
...base,
|
||||
figi: null,
|
||||
instrumentUid: null,
|
||||
})).toBeNull();
|
||||
});
|
||||
});
|
||||
|
||||
@@ -1,4 +1,4 @@
|
||||
import { formatMoney, formatSnapshotDay } from "@/shared/lib";
|
||||
import { formatMoney } from "@/shared/lib";
|
||||
|
||||
import type { BrokerageOperation } from "../api/useBrokerageOperations";
|
||||
|
||||
@@ -27,19 +27,6 @@ type PaymentPresentation = {
|
||||
| "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 {
|
||||
if (operation.category === "income")
|
||||
return isOperationType(operation.type, OperationType.Coupon)
|
||||
@@ -128,11 +115,4 @@ function paymentPresentation(
|
||||
};
|
||||
}
|
||||
|
||||
export {
|
||||
brokerageOperationGroupKey,
|
||||
entryLabelKey,
|
||||
isIncomePayment,
|
||||
isZeroDecimal,
|
||||
operationLabelKey,
|
||||
paymentPresentation,
|
||||
};
|
||||
export { isIncomePayment, operationLabelKey, paymentPresentation };
|
||||
|
||||
@@ -1,131 +0,0 @@
|
||||
import { MantineProvider } from "@mantine/core";
|
||||
import { render, screen, within } from "@testing-library/react";
|
||||
import { MemoryRouter } from "react-router";
|
||||
import { describe, expect, it } from "vitest";
|
||||
|
||||
import type { BrokerageOperation } from "../api/useBrokerageOperations";
|
||||
|
||||
import { OperationGroup } from "./OperationGroup";
|
||||
|
||||
function operation(
|
||||
id: string,
|
||||
account: { id: string; name: string },
|
||||
value: null | string,
|
||||
currency = "RUB",
|
||||
): BrokerageOperation {
|
||||
return {
|
||||
account,
|
||||
accruedInterest: null,
|
||||
category: "income",
|
||||
commission: null,
|
||||
description: "Купон",
|
||||
figi: "FIGI",
|
||||
id,
|
||||
instrumentType: "bond",
|
||||
instrumentUid: "UID",
|
||||
logoName: null,
|
||||
occurredAt: "2026-08-14T10:00:00Z",
|
||||
payment: value === null ? null : { currency, value },
|
||||
price: null,
|
||||
quantity: null,
|
||||
ticker: "BOND",
|
||||
type: "OPERATION_TYPE_COUPON",
|
||||
};
|
||||
}
|
||||
|
||||
function renderGroup(
|
||||
operations: BrokerageOperation[],
|
||||
isTotalVisible = true,
|
||||
) {
|
||||
return render(
|
||||
<MantineProvider>
|
||||
<MemoryRouter>
|
||||
<ul>
|
||||
<OperationGroup
|
||||
entries={operations.map((operation, index) => ({
|
||||
key: `${operation.id}-${index}`,
|
||||
operation,
|
||||
}))}
|
||||
totalVisible={isTotalVisible}
|
||||
/>
|
||||
</ul>
|
||||
</MemoryRouter>
|
||||
</MantineProvider>,
|
||||
);
|
||||
}
|
||||
|
||||
describe("OperationGroup", () => {
|
||||
it("shows the header, exact total and separate card rows per account", () => {
|
||||
renderGroup([
|
||||
operation("1", { id: "broker", name: "Брокерский" }, "0.1"),
|
||||
operation("2", { id: "iis", name: "ИИС" }, "0.2"),
|
||||
]);
|
||||
|
||||
expect(screen.getByText("Купон · BOND")).toBeInTheDocument();
|
||||
expect(screen.getByText("+0,3 ₽")).toBeInTheDocument();
|
||||
|
||||
const accounts = within(screen.getByRole("list", {
|
||||
name: /Купон · BOND, Исполнено 14\.08\.2026.*, \+0,3 ₽/,
|
||||
}));
|
||||
|
||||
expect(accounts.getByRole("listitem", { name: "Брокерский, +0,1 ₽" }))
|
||||
.toHaveTextContent("Купон");
|
||||
expect(accounts.getByRole("listitem", { name: "ИИС, +0,2 ₽" }))
|
||||
.toHaveTextContent("Купон");
|
||||
expect(accounts.queryByText(/Исполнено/)).not.toBeInTheDocument();
|
||||
expect(accounts.queryByRole("link")).not.toBeInTheDocument();
|
||||
});
|
||||
|
||||
it("announces the hidden total as unavailable", () => {
|
||||
renderGroup([
|
||||
operation("1", { id: "broker", name: "Брокерский" }, "100"),
|
||||
operation("2", { id: "iis", name: "ИИС" }, null),
|
||||
]);
|
||||
|
||||
expect(screen.getByRole("list", {
|
||||
name: /Купон · BOND, Исполнено .*Итог недоступен/,
|
||||
})).toBeInTheDocument();
|
||||
});
|
||||
|
||||
it.each(["0", "0.000"])(
|
||||
"hides the whole total for a zero source amount (%s)",
|
||||
(value) => {
|
||||
renderGroup([
|
||||
operation("1", { id: "broker", name: "Брокерский" }, value),
|
||||
operation("2", { id: "iis", name: "ИИС" }, "100"),
|
||||
]);
|
||||
|
||||
expect(screen.getAllByText("+100 ₽")).toHaveLength(1);
|
||||
expect(screen.getByText("Итог недоступен")).toBeInTheDocument();
|
||||
},
|
||||
);
|
||||
|
||||
it("hides the total for incomplete data but keeps compensated zero", () => {
|
||||
const { unmount } = renderGroup([
|
||||
operation("1", { id: "broker", name: "Брокерский" }, "100"),
|
||||
operation("2", { id: "iis", name: "ИИС" }, "100"),
|
||||
], false);
|
||||
|
||||
expect(screen.queryByText("+200 ₽")).not.toBeInTheDocument();
|
||||
unmount();
|
||||
|
||||
renderGroup([
|
||||
operation("1", { id: "broker", name: "Брокерский" }, "100"),
|
||||
operation("2", { id: "iis", name: "ИИС" }, "-100"),
|
||||
]);
|
||||
expect(screen.getByText("0 ₽")).toBeInTheDocument();
|
||||
});
|
||||
|
||||
it("renders repeated ids inside one group as separate rows", () => {
|
||||
renderGroup([
|
||||
operation("same", { id: "broker", name: "Брокерский" }, "10"),
|
||||
operation("same", { id: "iis", name: "ИИС" }, "20"),
|
||||
]);
|
||||
|
||||
expect(screen.getByText("+30 ₽")).toBeInTheDocument();
|
||||
const accounts = within(screen.getByRole("list", { name: /Купон/ }));
|
||||
expect(accounts.getAllByText("Брокерский")).toHaveLength(1);
|
||||
expect(accounts.getAllByText("ИИС")).toHaveLength(1);
|
||||
expect(accounts.getAllByRole("listitem")).toHaveLength(2);
|
||||
});
|
||||
});
|
||||
@@ -1,96 +0,0 @@
|
||||
import type { FC } from "react";
|
||||
|
||||
import { EntryCard } from "@wealthledger/ui";
|
||||
import { useTranslation } from "react-i18next";
|
||||
|
||||
import {
|
||||
formatSnapshotDay,
|
||||
instrumentLogoUrl,
|
||||
sumMoney,
|
||||
totalText,
|
||||
} from "@/shared/lib";
|
||||
import { AccountCardRow, EntryGroup, EntryGroupTotal } from "@/shared/ui";
|
||||
|
||||
import type { BrokerageOperation } from "../api/useBrokerageOperations";
|
||||
|
||||
import {
|
||||
entryLabelKey,
|
||||
isZeroDecimal,
|
||||
operationLabelKey,
|
||||
paymentPresentation,
|
||||
} from "../model/display";
|
||||
|
||||
type OperationGroupProps = {
|
||||
entries: { key: string; operation: BrokerageOperation }[];
|
||||
totalVisible: boolean;
|
||||
};
|
||||
|
||||
const OperationGroup: FC<OperationGroupProps> = (props) => {
|
||||
const { t } = useTranslation();
|
||||
const operations = props.entries.map(entry => entry.operation);
|
||||
const first = operations.at(0);
|
||||
|
||||
// groupItems only emits groups of at least two entries.
|
||||
if (!first) return null;
|
||||
|
||||
const typeLabel = t(first.category === "income"
|
||||
? entryLabelKey(first)
|
||||
: operationLabelKey(first.type));
|
||||
|
||||
const instrument
|
||||
= first.ticker ?? first.instrumentType ?? t("ledger.noInstrument");
|
||||
|
||||
const amounts = operations.flatMap(operation =>
|
||||
operation.payment ? [operation.payment] : [],
|
||||
);
|
||||
|
||||
const isAmountsKnown = amounts.length === operations.length
|
||||
&& amounts.every(amount => !isZeroDecimal(amount.value));
|
||||
|
||||
const totals = isAmountsKnown && props.totalVisible
|
||||
? sumMoney(amounts)
|
||||
: null;
|
||||
|
||||
const date = formatSnapshotDay(first.occurredAt);
|
||||
const title = `${typeLabel} · ${instrument}`;
|
||||
const totalsText = totalText(totals, true);
|
||||
|
||||
const accessibleName = [
|
||||
title,
|
||||
t("payout.executedAt", { date }),
|
||||
totalsText || t("entryGroup.totalUnavailable"),
|
||||
].join(", ");
|
||||
|
||||
return (
|
||||
<EntryGroup
|
||||
header={(
|
||||
<EntryCard
|
||||
imageSrc={instrumentLogoUrl(first.logoName)}
|
||||
initial={(first.ticker?.trim()[0] ?? "?").toUpperCase()}
|
||||
metadata={t("payout.executedAt", { date })}
|
||||
title={title}
|
||||
tone="neutral"
|
||||
value={<EntryGroupTotal isSigned totals={totals} />}
|
||||
valueLabel={typeLabel}
|
||||
wrap
|
||||
/>
|
||||
)}
|
||||
label={accessibleName}
|
||||
>
|
||||
{props.entries.map(({ key, operation }) => {
|
||||
const payment = paymentPresentation(operation);
|
||||
|
||||
return (
|
||||
<AccountCardRow
|
||||
accountName={operation.account?.name ?? "—"}
|
||||
key={key}
|
||||
value={payment.amount}
|
||||
valueLabel={t(payment.label)}
|
||||
/>
|
||||
);
|
||||
})}
|
||||
</EntryGroup>
|
||||
);
|
||||
};
|
||||
|
||||
export { OperationGroup };
|
||||
@@ -8,15 +8,11 @@ const VISIBLE_CURRENCY_LIMIT = 2;
|
||||
|
||||
type BrokerageAccountCard = {
|
||||
account: BrokerageAccount;
|
||||
positionCounts: null | PositionCounts;
|
||||
positionCounts: null
|
||||
| { bonds: number; stocks: number };
|
||||
source?: NonNullable<InvestmentResourceMeta["dependencies"]>[number];
|
||||
summary:
|
||||
| {
|
||||
portfolio: NonNullable<BrokerageAccount["portfolioSummary"]>;
|
||||
remainingCurrencyCount: number;
|
||||
state: "available";
|
||||
totals: Money[];
|
||||
}
|
||||
| { remainingCurrencyCount: number; state: "available"; totals: Money[] }
|
||||
| { state: "empty" }
|
||||
| { state: "unavailable" };
|
||||
};
|
||||
@@ -25,8 +21,6 @@ type Money = NonNullable<
|
||||
BrokerageAccount["portfolioSummary"]
|
||||
>["totalsByCurrency"][number];
|
||||
|
||||
type PositionCounts = { bonds: number; stocks: number; total: number };
|
||||
|
||||
function accountTypeKey(type: BrokerageAccount["type"]) {
|
||||
return `accounts.types.${type}` as const;
|
||||
}
|
||||
@@ -54,7 +48,6 @@ function brokerageAccountCards(
|
||||
const positionCounts = {
|
||||
bonds: summary.bondPositionCount,
|
||||
stocks: summary.stockPositionCount,
|
||||
total: summary.totalPositionCount,
|
||||
};
|
||||
|
||||
if (summary.totalsByCurrency.length === 0)
|
||||
@@ -65,7 +58,6 @@ function brokerageAccountCards(
|
||||
positionCounts,
|
||||
source,
|
||||
summary: {
|
||||
portfolio: summary,
|
||||
remainingCurrencyCount: Math.max(
|
||||
summary.totalsByCurrency.length - VISIBLE_CURRENCY_LIMIT,
|
||||
0,
|
||||
|
||||
+121
-99
@@ -1,144 +1,166 @@
|
||||
.list {
|
||||
display: grid;
|
||||
width: 100%;
|
||||
margin: 0;
|
||||
padding: 0;
|
||||
gap: var(--mantine-spacing-sm);
|
||||
list-style: none;
|
||||
}
|
||||
|
||||
.row {
|
||||
display: grid;
|
||||
grid-template-areas:
|
||||
"identity balance"
|
||||
"details balance"
|
||||
"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);
|
||||
.card {
|
||||
min-width: 0;
|
||||
gap: var(--mantine-spacing-xl);
|
||||
background: var(--mantine-color-white);
|
||||
border-color: var(--mantine-color-gray-3);
|
||||
box-shadow: 0 4px 16px rgb(15 23 42 / 3%);
|
||||
color: inherit;
|
||||
text-decoration: none;
|
||||
transition: background-color 160ms ease, border-color 160ms ease;
|
||||
transition:
|
||||
transform 160ms ease,
|
||||
box-shadow 160ms ease,
|
||||
border-color 160ms ease;
|
||||
}
|
||||
|
||||
.row:hover,
|
||||
.row:focus-visible {
|
||||
border-color: var(--wl-color-primary);
|
||||
background: var(--wl-color-subtle);
|
||||
.card:hover,
|
||||
.card:focus-visible {
|
||||
border-color: var(--mantine-color-blue-3);
|
||||
box-shadow: 0 12px 28px rgb(15 23 42 / 8%);
|
||||
transform: translateY(-3px);
|
||||
}
|
||||
|
||||
.row:focus-visible {
|
||||
outline: 2px solid var(--wl-color-primary);
|
||||
outline-offset: -2px;
|
||||
.card:focus-visible {
|
||||
outline: 2px solid var(--mantine-color-blue-6);
|
||||
outline-offset: 3px;
|
||||
}
|
||||
|
||||
.identity {
|
||||
grid-area: identity;
|
||||
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 {
|
||||
margin: 0;
|
||||
color: var(--wl-color-text);
|
||||
font-size: var(--mantine-font-size-md);
|
||||
line-height: var(--mantine-line-height-md);
|
||||
font-size: var(--mantine-h3-font-size);
|
||||
line-height: 1.3;
|
||||
overflow-wrap: anywhere;
|
||||
}
|
||||
|
||||
.accountType {
|
||||
flex-shrink: 0;
|
||||
align-self: flex-start;
|
||||
padding: 2px var(--mantine-spacing-xs);
|
||||
border-radius: var(--mantine-radius-sm);
|
||||
}
|
||||
|
||||
.balance {
|
||||
grid-area: balance;
|
||||
min-width: 0;
|
||||
text-align: right;
|
||||
flex: 1;
|
||||
}
|
||||
|
||||
.summary {
|
||||
font-variant-numeric: tabular-nums lining-nums;
|
||||
white-space: nowrap;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
.total {
|
||||
color: var(--wl-color-text);
|
||||
font-size: clamp(1.5rem, 2.8vw, 2.25rem);
|
||||
letter-spacing: -0.035em;
|
||||
line-height: 1.2;
|
||||
overflow-wrap: anywhere;
|
||||
}
|
||||
|
||||
.total + .total {
|
||||
font-size: var(--mantine-font-size-lg);
|
||||
line-height: var(--mantine-line-height-lg);
|
||||
font-weight: 500;
|
||||
letter-spacing: 0;
|
||||
color: var(--mantine-color-gray-7);
|
||||
}
|
||||
|
||||
.return,
|
||||
.cashValue {
|
||||
font-variant-numeric: tabular-nums lining-nums;
|
||||
white-space: nowrap;
|
||||
.positions {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(2, minmax(0, 1fr));
|
||||
gap: var(--mantine-spacing-sm);
|
||||
margin: 0;
|
||||
}
|
||||
|
||||
.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);
|
||||
}
|
||||
|
||||
.structureBar {
|
||||
.positions > div {
|
||||
display: flex;
|
||||
width: 100%;
|
||||
height: 6px;
|
||||
overflow: hidden;
|
||||
border-radius: var(--mantine-radius-xs);
|
||||
background: var(--wl-color-subtle);
|
||||
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);
|
||||
}
|
||||
|
||||
.structureSection {
|
||||
flex: none;
|
||||
height: 100%;
|
||||
background: var(--category-color);
|
||||
.stocks {
|
||||
background: var(--mantine-color-blue-0);
|
||||
color: var(--mantine-color-blue-8);
|
||||
}
|
||||
|
||||
@media (max-width: 47.9375em) {
|
||||
.row {
|
||||
grid-template-areas:
|
||||
"identity"
|
||||
"balance"
|
||||
"structure"
|
||||
"details";
|
||||
grid-template-columns: minmax(0, 1fr);
|
||||
gap: var(--mantine-spacing-sm);
|
||||
.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;
|
||||
}
|
||||
|
||||
.footer {
|
||||
border-top: 1px solid var(--mantine-color-gray-2);
|
||||
padding-top: var(--mantine-spacing-md);
|
||||
}
|
||||
|
||||
.open {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: var(--mantine-spacing-xs);
|
||||
margin-left: auto;
|
||||
color: var(--mantine-color-blue-7);
|
||||
}
|
||||
|
||||
.arrow {
|
||||
font-size: var(--mantine-font-size-lg);
|
||||
transition: transform 160ms ease;
|
||||
}
|
||||
|
||||
.card:hover .arrow {
|
||||
transform: translateX(3px);
|
||||
}
|
||||
|
||||
@media (max-width: 36em) {
|
||||
.card {
|
||||
padding: var(--mantine-spacing-md);
|
||||
gap: var(--mantine-spacing-lg);
|
||||
}
|
||||
|
||||
.balance {
|
||||
text-align: left;
|
||||
.positions > div {
|
||||
flex-direction: column;
|
||||
align-items: flex-start;
|
||||
padding: var(--mantine-spacing-sm);
|
||||
}
|
||||
}
|
||||
|
||||
.balance > div {
|
||||
justify-content: flex-start;
|
||||
@media (prefers-reduced-motion: reduce) {
|
||||
.card,
|
||||
.arrow {
|
||||
transition: none;
|
||||
}
|
||||
|
||||
.card:hover,
|
||||
.card:focus-visible,
|
||||
.card:hover .arrow {
|
||||
transform: none;
|
||||
}
|
||||
}
|
||||
|
||||
+188
-166
@@ -2,86 +2,32 @@ import type { Meta, StoryObj } from "@storybook/react-vite";
|
||||
|
||||
import { MemoryRouter } from "react-router";
|
||||
|
||||
import { resource } from "@/test/resource";
|
||||
|
||||
import type { BrokerageAccount } from "../../api/useBrokerageAccounts";
|
||||
|
||||
import { brokerageAccountCards } from "../../model/display";
|
||||
import { BrokerageAccountList } from "./BrokerageAccountList";
|
||||
|
||||
type PortfolioSummary = NonNullable<BrokerageAccount["portfolioSummary"]>;
|
||||
|
||||
const rubReturn = {
|
||||
absolute: "136900",
|
||||
costBasis: "1103600.50",
|
||||
currency: "RUB",
|
||||
partial: false,
|
||||
percent: "12.40",
|
||||
};
|
||||
|
||||
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: [],
|
||||
const syntheticAccount = {
|
||||
id: "storybook-account",
|
||||
name: "Учебный брокерский счёт",
|
||||
openedOn: "2025-03-15",
|
||||
portfolioSummary: {
|
||||
bondPositionCount: 12,
|
||||
stockPositionCount: 5,
|
||||
totalsByCurrency: [
|
||||
{ currency: "RUB", value: "125000.50" },
|
||||
{ currency: "USD", value: "320" },
|
||||
{ currency: "EUR", value: "210" },
|
||||
],
|
||||
},
|
||||
totalPositionCount: 19,
|
||||
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: [],
|
||||
};
|
||||
type: "BROKERAGE",
|
||||
} satisfies BrokerageAccount;
|
||||
|
||||
const meta = {
|
||||
args: { accounts: brokerageAccountCards([account("normal", "Основной ИИС")]) },
|
||||
argTypes: { accounts: { control: false } },
|
||||
args: { accounts: brokerageAccountCards([syntheticAccount]) },
|
||||
argTypes: {
|
||||
accounts: { control: false },
|
||||
},
|
||||
component: BrokerageAccountList,
|
||||
decorators: [
|
||||
Story => (
|
||||
@@ -94,7 +40,7 @@ const meta = {
|
||||
docs: {
|
||||
description: {
|
||||
component:
|
||||
"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.",
|
||||
"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.",
|
||||
},
|
||||
},
|
||||
},
|
||||
@@ -106,112 +52,188 @@ export default meta;
|
||||
|
||||
type Story = StoryObj<typeof meta>;
|
||||
|
||||
export const Normal: Story = {};
|
||||
export const Available: Story = {
|
||||
name: "Сводка по нескольким валютам",
|
||||
parameters: {
|
||||
docs: {
|
||||
description: {
|
||||
story:
|
||||
"Показываются первые две валюты и количество остальных. Суммы разных валют не складываются в общий итог.",
|
||||
},
|
||||
},
|
||||
},
|
||||
};
|
||||
|
||||
export const MultiCurrency: Story = {
|
||||
args: {
|
||||
accounts: brokerageAccountCards([account("multi", "Мультивалютный", {
|
||||
...portfolioSummary,
|
||||
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",
|
||||
export const Unavailable: Story
|
||||
= {
|
||||
args: {
|
||||
accounts: brokerageAccountCards([
|
||||
{ ...syntheticAccount, openedOn: null, portfolioSummary: null },
|
||||
]),
|
||||
},
|
||||
name: "Сводка недоступна",
|
||||
parameters: {
|
||||
docs: {
|
||||
description: {
|
||||
story:
|
||||
"Счёт остаётся доступен для открытия, даже если сводка временно недоступна. Неизвестные суммы не заменяются нулём; отсутствующая дата открытия не отображается.",
|
||||
},
|
||||
{
|
||||
absolute: "0",
|
||||
costBasis: "900",
|
||||
currency: "EUR",
|
||||
partial: false,
|
||||
percent: null,
|
||||
},
|
||||
],
|
||||
})]),
|
||||
},
|
||||
};
|
||||
|
||||
export const Negative: Story = {
|
||||
args: {
|
||||
accounts: brokerageAccountCards([
|
||||
account("negative", "Просевший портфель", negativeSummary),
|
||||
]),
|
||||
},
|
||||
};
|
||||
|
||||
export const Partial: Story = {
|
||||
args: {
|
||||
accounts: brokerageAccountCards([account("partial", "Частичные данные", {
|
||||
...portfolioSummary,
|
||||
unrealizedReturnByCurrency: [{
|
||||
...rubReturn,
|
||||
partial: true,
|
||||
}],
|
||||
})]),
|
||||
},
|
||||
};
|
||||
},
|
||||
},
|
||||
};
|
||||
|
||||
export const Empty: Story = {
|
||||
args: {
|
||||
accounts: brokerageAccountCards([
|
||||
account("empty", "Новый пустой счёт", emptySummary),
|
||||
]),
|
||||
},
|
||||
};
|
||||
|
||||
export const Unavailable: Story = {
|
||||
args: {
|
||||
accounts: brokerageAccountCards([
|
||||
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",
|
||||
{
|
||||
...syntheticAccount,
|
||||
portfolioSummary: {
|
||||
bondPositionCount: 0,
|
||||
stockPositionCount: 0,
|
||||
totalsByCurrency: [],
|
||||
},
|
||||
lastSuccessfulAt: "2026-08-13T00:00:00Z",
|
||||
resourceKey: "portfolio/stale",
|
||||
}],
|
||||
freshness: "stale",
|
||||
lastSuccessfulAt: "2026-08-14T00:00:00Z",
|
||||
}).meta.dependencies),
|
||||
},
|
||||
]),
|
||||
},
|
||||
name: "Нет текущих сумм",
|
||||
parameters: {
|
||||
docs: {
|
||||
description: {
|
||||
story:
|
||||
"Успешно полученная пустая сводка отличается от ошибки получения данных. Карточка сохраняет название, тип счёта и переход.",
|
||||
},
|
||||
},
|
||||
},
|
||||
};
|
||||
|
||||
export const LongName: Story = {
|
||||
args: {
|
||||
accounts: brokerageAccountCards([
|
||||
account(
|
||||
"long",
|
||||
"Очень длинное название индивидуального инвестиционного счёта, которое должно корректно переноситься на узком экране",
|
||||
portfolioSummary,
|
||||
"INDIVIDUAL_INVESTMENT",
|
||||
),
|
||||
{
|
||||
...syntheticAccount,
|
||||
name: "Учебный индивидуальный инвестиционный счёт для долгосрочных накоплений",
|
||||
type: "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",
|
||||
};
|
||||
|
||||
+105
-185
@@ -5,202 +5,122 @@ import { describe, expect, it } from "vitest";
|
||||
|
||||
import { resource } from "@/test/resource";
|
||||
|
||||
import type { BrokerageAccount } from "../../api/useBrokerageAccounts";
|
||||
|
||||
import { brokerageAccountCards } from "../../model/display";
|
||||
import { BrokerageAccountList } from "./BrokerageAccountList";
|
||||
|
||||
type PortfolioSummary = NonNullable<BrokerageAccount["portfolioSummary"]>;
|
||||
describe("BrokerageAccountList", () => {
|
||||
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,
|
||||
cashBalances: [
|
||||
{ currency: "RUB", value: "82500.5" },
|
||||
{ currency: "USD", value: "20" },
|
||||
],
|
||||
fundPositionCount: 0,
|
||||
stockPositionCount: 5,
|
||||
structure: {
|
||||
currencies: [{
|
||||
categories: [
|
||||
{ sharePercent: "50.000000", type: "STOCK", value: "100" },
|
||||
{ sharePercent: "30.000000", type: "BOND", value: "60" },
|
||||
{ sharePercent: "0.000000", type: "OTHER", value: "0" },
|
||||
{ sharePercent: "20.000000", type: "CASH", value: "40" },
|
||||
],
|
||||
currency: "RUB",
|
||||
hasNegativeValues: false,
|
||||
totalValue: "200",
|
||||
}],
|
||||
unvaluedCategories: [],
|
||||
},
|
||||
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;
|
||||
},
|
||||
{
|
||||
id: "account-2",
|
||||
name: "Недоступный",
|
||||
openedOn: null,
|
||||
portfolioSummary: null,
|
||||
type: "BROKERAGE",
|
||||
},
|
||||
{
|
||||
id: "account-3",
|
||||
name: "Пустой",
|
||||
openedOn: null,
|
||||
portfolioSummary: {
|
||||
bondPositionCount: 0,
|
||||
stockPositionCount: 2,
|
||||
totalsByCurrency: [],
|
||||
},
|
||||
type: "BROKERAGE",
|
||||
},
|
||||
])}
|
||||
/>
|
||||
</MemoryRouter>
|
||||
</MantineProvider>,
|
||||
);
|
||||
|
||||
type BrokerageAccountCardInput = Parameters<typeof BrokerageAccountList>[0][
|
||||
"accounts"
|
||||
];
|
||||
expect(screen.getByRole("link", { name: /Основной/ })).toHaveAttribute(
|
||||
"href",
|
||||
"/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();
|
||||
});
|
||||
});
|
||||
|
||||
function account(
|
||||
id: string,
|
||||
name: string,
|
||||
summary: null | PortfolioSummary,
|
||||
): BrokerageAccount {
|
||||
return {
|
||||
id,
|
||||
name,
|
||||
openedOn: null,
|
||||
portfolioSummary: summary,
|
||||
type: "BROKERAGE",
|
||||
};
|
||||
}
|
||||
it("shows portfolio summary freshness independently for each account", () => {
|
||||
const accounts = brokerageAccountCards(
|
||||
["fresh", "stale"].map(
|
||||
|
||||
function renderList(accounts: BrokerageAccountCardInput) {
|
||||
return render(
|
||||
id =>
|
||||
({
|
||||
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>
|
||||
<MemoryRouter>
|
||||
<BrokerageAccountList accounts={accounts} />
|
||||
</MemoryRouter>
|
||||
</MantineProvider>,
|
||||
);
|
||||
}
|
||||
|
||||
describe("BrokerageAccountList", () => {
|
||||
it("renders returns, cash and structure with precise totals", () => {
|
||||
const nullReturnSummary: PortfolioSummary = {
|
||||
...portfolioSummary,
|
||||
cashBalances: [],
|
||||
structure: { currencies: [], unvaluedCategories: [] },
|
||||
totalsByCurrency: [{ currency: "EUR", value: "5" }],
|
||||
unrealizedReturnByCurrency: [{
|
||||
absolute: "0",
|
||||
costBasis: "5",
|
||||
currency: "EUR",
|
||||
partial: false,
|
||||
percent: null,
|
||||
}],
|
||||
};
|
||||
|
||||
renderList(brokerageAccountCards([
|
||||
account("account-1", "Основной", portfolioSummary),
|
||||
account("account-2", "Без доходности", nullReturnSummary),
|
||||
]));
|
||||
|
||||
const link = screen.getByRole("link", { name: /Основной/ });
|
||||
expect(link).toHaveAttribute("href", "/accounts/account-1");
|
||||
expect(within(link).getByText("123 456 789 012 345 678 902,00 ₽"))
|
||||
.toBeInTheDocument();
|
||||
expect(within(link).getByText("Еще 1 валюта")).toBeInTheDocument();
|
||||
expect(within(link).getByText("+12,40 %")).toBeInTheDocument();
|
||||
expect(within(link).getByText("+136 900 ₽")).toBeInTheDocument();
|
||||
expect(within(link).getByText("−3,05 %")).toBeInTheDocument();
|
||||
expect(within(link).getByText("−4,2 USD")).toBeInTheDocument();
|
||||
const nullReturnLink = screen.getByRole("link", { name: /Без доходности/ });
|
||||
expect(within(nullReturnLink).getByText("—")).toBeInTheDocument();
|
||||
expect(within(link).getByText("частично")).toBeInTheDocument();
|
||||
expect(within(link).getByText("82 500,50 ₽")).toBeInTheDocument();
|
||||
expect(within(link).getAllByText("20,00 USD")).not.toHaveLength(0);
|
||||
expect(within(link).getByText("17 позиций")).toBeInTheDocument();
|
||||
expect(screen.getByRole("img", {
|
||||
name: "Структура в RUB: Акции 50 %; Облигации 30 %; "
|
||||
+ "Другие активы 0 %; Свободные деньги 20 %",
|
||||
})).toBeInTheDocument();
|
||||
const stockLegend = within(link).getByText(/Акции 50 %/);
|
||||
expect(stockLegend).toHaveTextContent("● Акции 50 %");
|
||||
// eslint-disable-next-line testing-library/no-node-access -- The legend is aria-hidden, so only DOM traversal reaches its container.
|
||||
expect(stockLegend.parentElement).toHaveAttribute("aria-hidden", "true");
|
||||
expect(within(link).queryByText(/Другие активы 0 %/)).not.toBeInTheDocument();
|
||||
expect(link).toHaveTextContent("По данным брокера");
|
||||
expect(link).toHaveTextContent("Структура RUB: Акции 100");
|
||||
});
|
||||
|
||||
it("preserves empty, unavailable and stale states", () => {
|
||||
const emptySummary: PortfolioSummary = {
|
||||
...portfolioSummary,
|
||||
cashBalances: [],
|
||||
structure: { currencies: [], unvaluedCategories: [] },
|
||||
totalPositionCount: 0,
|
||||
totalsByCurrency: [],
|
||||
unrealizedReturnByCurrency: [],
|
||||
};
|
||||
|
||||
const cards = brokerageAccountCards([
|
||||
account("empty", "Пустой", emptySummary),
|
||||
account("unavailable", "Недоступный", null),
|
||||
account("stale", "Устаревший", portfolioSummary),
|
||||
account("failed", "Ошибка обновления", null),
|
||||
], resource([], {
|
||||
dependencies: [{
|
||||
availability: "available",
|
||||
completeness: "complete",
|
||||
dataRevision: "stale-revision",
|
||||
freshness: "stale",
|
||||
lastAttempt: {
|
||||
finishedAt: null,
|
||||
problems: [],
|
||||
startedAt: null,
|
||||
state: "none",
|
||||
},
|
||||
lastSuccessfulAt: "2026-08-13T00:00:00Z",
|
||||
resourceKey: "portfolio/stale",
|
||||
}, {
|
||||
availability: "available",
|
||||
completeness: "complete",
|
||||
dataRevision: "failed-revision",
|
||||
freshness: "stale",
|
||||
lastAttempt: {
|
||||
finishedAt: "2026-08-14T00:01:00Z",
|
||||
problems: [],
|
||||
startedAt: "2026-08-14T00:00:00Z",
|
||||
state: "failed",
|
||||
},
|
||||
lastSuccessfulAt: "2026-08-13T00:00:00Z",
|
||||
resourceKey: "portfolio/failed",
|
||||
}],
|
||||
freshness: "stale",
|
||||
lastSuccessfulAt: "2026-08-14T00:00:00Z",
|
||||
}).meta.dependencies);
|
||||
|
||||
renderList(cards);
|
||||
|
||||
expect(screen.getByText("Нет текущих сумм")).toBeInTheDocument();
|
||||
expect(screen.getAllByText("Сводка временно недоступна"))
|
||||
.toHaveLength(2);
|
||||
const staleLink = screen.getByRole("link", { name: /Устаревший/ });
|
||||
expect(within(staleLink).getByText("Данные требуют обновления"))
|
||||
.toBeInTheDocument();
|
||||
expect(within(staleLink).getByText(/Данные на/)).toBeInTheDocument();
|
||||
const failedLink = screen.getByRole("link", { name: /Ошибка обновления/ });
|
||||
expect(within(failedLink).getByText(
|
||||
"Не удалось обновить данные. Показаны последние полученные.",
|
||||
)).toBeInTheDocument();
|
||||
});
|
||||
expect(
|
||||
within(screen.getByRole("link", { name: /stale/ })).getByText(
|
||||
"Данные требуют обновления",
|
||||
),
|
||||
).toBeVisible();
|
||||
expect(
|
||||
within(screen.getByRole("link", { name: /fresh/ })).queryByText(
|
||||
"Данные требуют обновления",
|
||||
),
|
||||
).not.toBeInTheDocument();
|
||||
});
|
||||
|
||||
@@ -1,10 +1,11 @@
|
||||
import type { CSSProperties, FC } from "react";
|
||||
import type { FC } from "react";
|
||||
|
||||
import { Badge, Group, Stack, Text, VisuallyHidden } from "@mantine/core";
|
||||
import { Card, Group, SimpleGrid, Stack, Text } from "@mantine/core";
|
||||
import { WalletIcon } from "@wealthledger/icons";
|
||||
import { useTranslation } from "react-i18next";
|
||||
import { Link } from "react-router";
|
||||
|
||||
import { formatMoney, portfolioCategoryPresentation } from "@/shared/lib";
|
||||
import { formatDate, formatMoney } from "@/shared/lib";
|
||||
import { SourceSyncStatus } from "@/shared/ui";
|
||||
|
||||
import type { BrokerageAccountCard } from "../../model/display";
|
||||
@@ -12,176 +13,12 @@ import type { BrokerageAccountCard } from "../../model/display";
|
||||
import { accountTypeKey } from "../../model/display";
|
||||
import classes from "./BrokerageAccountList.module.css";
|
||||
|
||||
const DECIMAL_PART_COUNT = 2;
|
||||
const STRUCTURE_CATEGORY_ORDER = ["STOCK", "BOND", "OTHER", "CASH"] as const;
|
||||
|
||||
type AvailableSummary = Extract<
|
||||
BrokerageAccountCard["summary"],
|
||||
{ state: "available" }
|
||||
>;
|
||||
|
||||
type BrokerageAccountListProps = { accounts: BrokerageAccountCard[] };
|
||||
|
||||
type BrokerageAccountSummaryProps = {
|
||||
summary: BrokerageAccountCard["summary"];
|
||||
};
|
||||
|
||||
type PortfolioSummary = AvailableSummary["portfolio"];
|
||||
|
||||
type ReturnValueProps = {
|
||||
item: PortfolioSummary["unrealizedReturnByCurrency"][number];
|
||||
};
|
||||
|
||||
type StructureCurrency = PortfolioSummary["structure"]["currencies"][number];
|
||||
|
||||
function formatPercent(value: null | string) {
|
||||
if (value === null) return "—";
|
||||
|
||||
const formatted = `${value.replace(".", ",")}\u{A0}%`;
|
||||
if (isZero(value))
|
||||
return value.startsWith("-") ? formatted.slice(1) : formatted;
|
||||
|
||||
return value.startsWith("-") ? `−${formatted.slice(1)}` : `+${formatted}`;
|
||||
}
|
||||
|
||||
function formatStructurePercent(value: string) {
|
||||
let trimmed = value;
|
||||
while (trimmed.includes(".") && trimmed.endsWith("0"))
|
||||
trimmed = trimmed.slice(0, -1);
|
||||
if (trimmed.endsWith(".")) trimmed = trimmed.slice(0, -1);
|
||||
|
||||
return trimmed.replace(".", ",");
|
||||
}
|
||||
|
||||
function isZero(value: string) {
|
||||
const unsigned = value.startsWith("-") ? value.slice(1) : value;
|
||||
const [integer = "", fraction = ""] = unsigned.split(".", DECIMAL_PART_COUNT);
|
||||
|
||||
return integer.replaceAll("0", "") === ""
|
||||
&& fraction.replaceAll("0", "") === "";
|
||||
}
|
||||
|
||||
const ReturnValue: FC<ReturnValueProps> = (props) => {
|
||||
const { t } = useTranslation();
|
||||
const { item } = props;
|
||||
|
||||
const isNegative = item.percent !== null
|
||||
&& item.percent.startsWith("-")
|
||||
&& !isZero(item.percent);
|
||||
|
||||
const isPositive = item.percent !== null
|
||||
&& !item.percent.startsWith("-")
|
||||
&& !isZero(item.percent);
|
||||
|
||||
let toneClass = classes.neutral;
|
||||
if (isNegative) toneClass = classes.negative;
|
||||
else if (isPositive) toneClass = classes.positive;
|
||||
|
||||
return (
|
||||
<Group className={classes.return} gap="xs" wrap="nowrap">
|
||||
<Text className={toneClass} fw={700} size="sm">
|
||||
{formatPercent(item.percent)}
|
||||
</Text>
|
||||
|
||||
<Text className={toneClass} size="sm">
|
||||
{formatMoney(
|
||||
{ currency: item.currency, value: item.absolute },
|
||||
{ withSign: true },
|
||||
)}
|
||||
</Text>
|
||||
|
||||
{item.partial && (
|
||||
<Text c="dimmed" size="xs">
|
||||
{t("accounts.partial")}
|
||||
</Text>
|
||||
)}
|
||||
</Group>
|
||||
);
|
||||
};
|
||||
|
||||
type StructureBarProps = { item: StructureCurrency };
|
||||
|
||||
const StructureBar: FC<StructureBarProps> = (props) => {
|
||||
const { t } = useTranslation();
|
||||
|
||||
const categories = STRUCTURE_CATEGORY_ORDER.flatMap((type) => {
|
||||
const category = props.item.categories.find(item => item.type === type);
|
||||
|
||||
return category ? [category] : [];
|
||||
});
|
||||
|
||||
const description = categories.map((category) => {
|
||||
const label = t(portfolioCategoryPresentation[category.type].label);
|
||||
|
||||
const percent = category.sharePercent === null
|
||||
? null
|
||||
: formatStructurePercent(category.sharePercent);
|
||||
|
||||
return percent === null
|
||||
? t("accounts.structure.incomplete", { category: label })
|
||||
: t("accounts.structure.category", { category: label, percent });
|
||||
}).join("; ");
|
||||
|
||||
const label = t("accounts.structure.label", {
|
||||
currency: props.item.currency,
|
||||
value: description,
|
||||
});
|
||||
|
||||
const legendCategories = categories.filter(category =>
|
||||
category.sharePercent === null || !isZero(category.sharePercent));
|
||||
|
||||
return (
|
||||
<Stack gap={4}>
|
||||
<div
|
||||
aria-label={label}
|
||||
className={classes.structureBar}
|
||||
role="img"
|
||||
title={label}
|
||||
>
|
||||
{categories.map((category) => {
|
||||
const presentation = portfolioCategoryPresentation[category.type];
|
||||
|
||||
const style = {
|
||||
"--category-color": `var(--mantine-color-${presentation.color.replace(".", "-")})`,
|
||||
"width": `${category.sharePercent ?? 0}%`,
|
||||
} as CSSProperties;
|
||||
|
||||
return (
|
||||
<div
|
||||
aria-hidden
|
||||
className={classes.structureSection}
|
||||
key={category.type}
|
||||
style={style}
|
||||
/>
|
||||
);
|
||||
})}
|
||||
</div>
|
||||
|
||||
<Group aria-hidden gap="xs" wrap="wrap">
|
||||
{legendCategories.map((category) => {
|
||||
const presentation = portfolioCategoryPresentation[category.type];
|
||||
const categoryLabel = t(presentation.label);
|
||||
|
||||
const text = category.sharePercent === null
|
||||
? categoryLabel
|
||||
: t("accounts.structure.category", {
|
||||
category: categoryLabel,
|
||||
percent: formatStructurePercent(category.sharePercent),
|
||||
});
|
||||
|
||||
return (
|
||||
<Text c="dimmed" key={category.type} size="xs">
|
||||
<Text c={presentation.color} component="span">●</Text>
|
||||
{" "}
|
||||
{text}
|
||||
</Text>
|
||||
);
|
||||
})}
|
||||
</Group>
|
||||
</Stack>
|
||||
);
|
||||
};
|
||||
|
||||
const BrokerageAccountSummary: FC<BrokerageAccountSummaryProps> = (props) => {
|
||||
const { summary } = props;
|
||||
const { t } = useTranslation();
|
||||
@@ -199,51 +36,19 @@ const BrokerageAccountSummary: FC<BrokerageAccountSummaryProps> = (props) => {
|
||||
);
|
||||
|
||||
return (
|
||||
<Stack className={classes.balance} gap="xs">
|
||||
<Group align="flex-start" gap="lg" justify="flex-end" wrap="nowrap">
|
||||
<Stack className={classes.summary} gap={4}>
|
||||
{summary.totals.map(total => (
|
||||
<Text className={classes.total} fw={700} key={total.currency}>
|
||||
{formatMoney(total, { withRoundedCents: true })}
|
||||
</Text>
|
||||
))}
|
||||
<Stack className={classes.summary} gap={4}>
|
||||
{summary.totals.map(total => (
|
||||
<Text className={classes.total} fw={700} key={total.currency}>
|
||||
{formatMoney(total)}
|
||||
</Text>
|
||||
))}
|
||||
|
||||
{!!summary.remainingCurrencyCount && (
|
||||
<Text c="dimmed" size="sm">
|
||||
{t("accounts.remainingCurrencies", {
|
||||
count: summary.remainingCurrencyCount,
|
||||
})}
|
||||
</Text>
|
||||
)}
|
||||
</Stack>
|
||||
|
||||
<Stack gap={4}>
|
||||
{summary.totals.map((total) => {
|
||||
const item = summary.portfolio.unrealizedReturnByCurrency.find(
|
||||
returnItem => returnItem.currency === total.currency,
|
||||
);
|
||||
|
||||
return item
|
||||
? <ReturnValue item={item} key={total.currency} />
|
||||
: null;
|
||||
{!!summary.remainingCurrencyCount && (
|
||||
<Text c="dimmed" size="sm">
|
||||
{t("accounts.remainingCurrencies", {
|
||||
count: summary.remainingCurrencyCount,
|
||||
})}
|
||||
</Stack>
|
||||
</Group>
|
||||
|
||||
{summary.portfolio.cashBalances.length > 0 && (
|
||||
<Group className={classes.cash} gap="xs" justify="flex-end">
|
||||
<Text c="dimmed" size="xs">
|
||||
{t("accounts.cash")}
|
||||
</Text>
|
||||
|
||||
<Stack gap={0}>
|
||||
{summary.portfolio.cashBalances.map(cash => (
|
||||
<Text className={classes.cashValue} key={cash.currency} size="sm">
|
||||
{formatMoney(cash, { withRoundedCents: true })}
|
||||
</Text>
|
||||
))}
|
||||
</Stack>
|
||||
</Group>
|
||||
</Text>
|
||||
)}
|
||||
</Stack>
|
||||
);
|
||||
@@ -256,13 +61,13 @@ type BrokerageAccountSourceStatusProps = {
|
||||
const BrokerageAccountSourceStatus: FC<BrokerageAccountSourceStatusProps> = (
|
||||
props,
|
||||
) => {
|
||||
const { t } = useTranslation();
|
||||
const { source } = props;
|
||||
const { t } = useTranslation();
|
||||
|
||||
const isSyncing = source?.lastAttempt.state === "running";
|
||||
|
||||
const errorText = source?.lastAttempt.state === "failed"
|
||||
? t("accounts.refreshError")
|
||||
: null;
|
||||
const errorText
|
||||
= source?.lastAttempt.state === "failed" ? t("accounts.refreshError") : null;
|
||||
|
||||
return (
|
||||
<>
|
||||
@@ -282,110 +87,86 @@ 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 { accounts } = props;
|
||||
const { t } = useTranslation();
|
||||
|
||||
return (
|
||||
<ul className={classes.list}>
|
||||
{props.accounts.map(({ account, positionCounts, source, summary }) => (
|
||||
<li key={account.id}>
|
||||
<Link className={classes.row} to={`/accounts/${account.id}`}>
|
||||
<Group className={classes.identity} wrap="nowrap">
|
||||
<h2 className={classes.name}>{account.name}</h2>
|
||||
|
||||
<Badge className={classes.accountType} variant="light">
|
||||
<SimpleGrid className={classes.list} cols={1} spacing="lg">
|
||||
{accounts.map(({ account, positionCounts, source, summary }) => (
|
||||
<Card
|
||||
className={classes.card}
|
||||
component={Link}
|
||||
key={account.id}
|
||||
padding="xl"
|
||||
radius="lg"
|
||||
to={`/accounts/${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))}
|
||||
</Badge>
|
||||
</Text>
|
||||
|
||||
<WalletIcon className={classes.accountIcon} />
|
||||
</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} />
|
||||
|
||||
<Stack className={classes.details} gap={2}>
|
||||
{positionCounts && (
|
||||
<Text c="dimmed" size="xs">
|
||||
{t("accounts.positions", {
|
||||
count: positionCounts.total,
|
||||
})}
|
||||
</Text>
|
||||
)}
|
||||
<BrokerageAccountSourceStatus source={source} />
|
||||
</Stack>
|
||||
|
||||
<BrokerageAccountSourceStatus source={source} />
|
||||
</Stack>
|
||||
{!!positionCounts && (
|
||||
<dl className={classes.positions}>
|
||||
<div className={classes.stocks}>
|
||||
<dt>{t("accounts.stocks")}</dt>
|
||||
|
||||
{summary.state === "available" && (
|
||||
<Stack className={classes.structure} gap={4}>
|
||||
{summary.portfolio.structure.currencies.map(item => (
|
||||
<StructureBar item={item} key={item.currency} />
|
||||
))}
|
||||
</Stack>
|
||||
<dd>
|
||||
{new Intl.NumberFormat("ru-RU").format(positionCounts.stocks)}
|
||||
</dd>
|
||||
</div>
|
||||
|
||||
<div className={classes.bonds}>
|
||||
<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>
|
||||
)}
|
||||
|
||||
<AccountDescription
|
||||
account={{ account, positionCounts, source, summary }}
|
||||
/>
|
||||
</Link>
|
||||
</li>
|
||||
<Text className={classes.open} component="span" fw={600} size="sm">
|
||||
{t("accounts.openAccount")}
|
||||
|
||||
<span aria-hidden="true" className={classes.arrow}>
|
||||
→
|
||||
</span>
|
||||
</Text>
|
||||
</Group>
|
||||
</Card>
|
||||
))}
|
||||
</ul>
|
||||
</SimpleGrid>
|
||||
);
|
||||
};
|
||||
|
||||
|
||||
@@ -2,9 +2,8 @@ export {
|
||||
type BrokerageEvent,
|
||||
useBrokerageEvents,
|
||||
} from "./api/useBrokerageEvents";
|
||||
export { brokerageEventGroupKey, brokerageEventKey } from "./model/event-key";
|
||||
export { brokerageEventKey } from "./model/event-key";
|
||||
export { BrokerageEventCard } from "./ui/BrokerageEventCard";
|
||||
export { BrokerageEventGroup } from "./ui/BrokerageEventGroup";
|
||||
export {
|
||||
BrokerageEventsPreview,
|
||||
type BrokerageEventsPreviewState,
|
||||
|
||||
@@ -1,57 +0,0 @@
|
||||
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();
|
||||
});
|
||||
});
|
||||
@@ -1,13 +1,5 @@
|
||||
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) {
|
||||
return JSON.stringify([
|
||||
event.account?.id, event.type, event.date, event.instrumentUid,
|
||||
@@ -15,4 +7,4 @@ function brokerageEventKey(event: BrokerageEvent) {
|
||||
]);
|
||||
}
|
||||
|
||||
export { brokerageEventGroupKey, brokerageEventKey };
|
||||
export { brokerageEventKey };
|
||||
|
||||
@@ -1,122 +0,0 @@
|
||||
import { MantineProvider } from "@mantine/core";
|
||||
import { render, screen, within } from "@testing-library/react";
|
||||
import { MemoryRouter } from "react-router";
|
||||
import { describe, expect, it } from "vitest";
|
||||
|
||||
import type { BrokerageEvent } from "../api/useBrokerageEvents";
|
||||
|
||||
import { BrokerageEventGroup } from "./BrokerageEventGroup";
|
||||
|
||||
function event(
|
||||
account: { id: string; name: string },
|
||||
value: null | string,
|
||||
currency = "RUB",
|
||||
): BrokerageEvent {
|
||||
return {
|
||||
account,
|
||||
date: "2026-08-20",
|
||||
dateKind: "registry",
|
||||
displayName: "ОФЗ 26238",
|
||||
figi: "FIGI",
|
||||
instrumentUid: "UID",
|
||||
isin: "RU000A0JX0J2",
|
||||
logoName: null,
|
||||
projectedAmount: value === null ? null : { currency, value },
|
||||
ticker: "OFZ",
|
||||
type: "coupon",
|
||||
};
|
||||
}
|
||||
|
||||
function renderGroup(
|
||||
events: [BrokerageEvent, BrokerageEvent],
|
||||
isTotalVisible = true,
|
||||
) {
|
||||
return render(
|
||||
<MantineProvider>
|
||||
<MemoryRouter>
|
||||
<ul>
|
||||
<BrokerageEventGroup
|
||||
events={events}
|
||||
totalVisible={isTotalVisible}
|
||||
/>
|
||||
</ul>
|
||||
</MemoryRouter>
|
||||
</MantineProvider>,
|
||||
);
|
||||
}
|
||||
|
||||
describe("BrokerageEventGroup", () => {
|
||||
it("shows an unsigned forecast total and every account forecast", () => {
|
||||
renderGroup([
|
||||
event({ id: "broker", name: "Брокерский" }, "100.5"),
|
||||
event({ id: "iis", name: "ИИС" }, "49.5"),
|
||||
]);
|
||||
|
||||
expect(screen.getByText("Купон · ОФЗ 26238")).toBeInTheDocument();
|
||||
expect(screen.getByText("150 ₽")).toBeInTheDocument();
|
||||
expect(screen.getAllByText("Прогноз").length).toBeGreaterThanOrEqual(3);
|
||||
|
||||
const accounts = within(screen.getByRole("list", {
|
||||
name: /Купон · ОФЗ 26238, 20\.08\.2026 · Дата реестра, 150 ₽/,
|
||||
}));
|
||||
|
||||
expect(accounts.getByText("Брокерский")).toBeInTheDocument();
|
||||
expect(accounts.getByText("ИИС")).toBeInTheDocument();
|
||||
expect(accounts.getByText("100,5 ₽")).toBeInTheDocument();
|
||||
expect(accounts.getByText("49,5 ₽")).toBeInTheDocument();
|
||||
expect(accounts.queryByRole("link")).not.toBeInTheDocument();
|
||||
});
|
||||
|
||||
it("announces an unknown total as unavailable", () => {
|
||||
renderGroup([
|
||||
event({ id: "broker", name: "Брокерский" }, null),
|
||||
event({ id: "iis", name: "ИИС" }, "49.5"),
|
||||
]);
|
||||
|
||||
expect(screen.getByRole("list", {
|
||||
name: /Купон · ОФЗ 26238.*Итог недоступен/,
|
||||
})).toBeInTheDocument();
|
||||
expect(screen.getByText("Сумма неизвестна")).toBeInTheDocument();
|
||||
});
|
||||
|
||||
it("hides the total for incomplete data", () => {
|
||||
renderGroup([
|
||||
event({ id: "broker", name: "Брокерский" }, "100.5"),
|
||||
event({ id: "iis", name: "ИИС" }, "49.5"),
|
||||
], false);
|
||||
expect(screen.queryByText("150 ₽")).not.toBeInTheDocument();
|
||||
});
|
||||
|
||||
it("allows zero source forecasts to produce a visible zero total", () => {
|
||||
renderGroup([
|
||||
event({ id: "broker", name: "Брокерский" }, "0"),
|
||||
event({ id: "iis", name: "ИИС" }, "0.00"),
|
||||
]);
|
||||
|
||||
expect(screen.getAllByText("0 ₽")).toHaveLength(2);
|
||||
expect(screen.getByText("0,00 ₽")).toBeInTheDocument();
|
||||
});
|
||||
|
||||
it("shows separate forecast totals per currency without conversion", () => {
|
||||
renderGroup([
|
||||
event({ id: "broker", name: "Брокерский" }, "10", "USD"),
|
||||
event({ id: "iis", name: "ИИС" }, "200"),
|
||||
]);
|
||||
|
||||
expect(screen.getByRole("list", { name: /10 USD.*200 ₽/ }))
|
||||
.toBeInTheDocument();
|
||||
});
|
||||
|
||||
it("shows an offer group without a total", () => {
|
||||
renderGroup([
|
||||
{ ...event({ id: "broker", name: "Брокерский" }, null), type: "offer" },
|
||||
{ ...event({ id: "iis", name: "ИИС" }, null), type: "offer" },
|
||||
]);
|
||||
|
||||
const accounts = within(screen.getByRole("list", {
|
||||
name: /Итог недоступен/,
|
||||
}));
|
||||
|
||||
expect(accounts.getAllByRole("listitem")).toHaveLength(2);
|
||||
});
|
||||
});
|
||||
@@ -1,87 +0,0 @@
|
||||
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 };
|
||||
@@ -5,18 +5,13 @@ import { LoadingSkeleton } from "@wealthledger/ui";
|
||||
import { useTranslation } from "react-i18next";
|
||||
import { Link } from "react-router";
|
||||
|
||||
import { groupItems } from "@/shared/lib";
|
||||
|
||||
import type { BrokerageEvent } from "../../api/useBrokerageEvents";
|
||||
|
||||
import { brokerageEventGroupKey, brokerageEventKey } from "../../model/event-key";
|
||||
import { brokerageEventKey } from "../../model/event-key";
|
||||
import { BrokerageEventCard } from "../BrokerageEventCard";
|
||||
import { BrokerageEventGroup } from "../BrokerageEventGroup";
|
||||
|
||||
type BrokerageEventsPreviewProps = {
|
||||
allAccounts?: boolean;
|
||||
events: BrokerageEventsPreviewState;
|
||||
moreLabel?: string;
|
||||
};
|
||||
|
||||
type BrokerageEventsPreviewState
|
||||
@@ -24,7 +19,6 @@ type BrokerageEventsPreviewState
|
||||
items: BrokerageEvent[];
|
||||
state: "loaded" | "partial";
|
||||
to: string;
|
||||
totalVisible?: boolean;
|
||||
}
|
||||
| { state: "empty"
|
||||
| "error"
|
||||
@@ -48,35 +42,16 @@ const BrokerageEventsPreview: FC<BrokerageEventsPreviewProps> = (props) => {
|
||||
|
||||
{events.state === "partial" && <Text role="status">{t("investment.partial")}</Text>}
|
||||
|
||||
{(events.state === "loaded" || events.state === "partial") && (
|
||||
<Stack
|
||||
component="ul"
|
||||
gap="sm"
|
||||
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>
|
||||
)}
|
||||
{(events.state === "loaded" || events.state === "partial")
|
||||
&& events.items.map(event => (
|
||||
<BrokerageEventCard
|
||||
event={event}
|
||||
key={brokerageEventKey(event)}
|
||||
/>
|
||||
))}
|
||||
|
||||
<Button component={Link} to={events.to} variant="subtle">
|
||||
{props.moreLabel ?? t("events.open")}
|
||||
{t("events.open")}
|
||||
</Button>
|
||||
</Stack>
|
||||
);
|
||||
|
||||
@@ -3,9 +3,8 @@ import type { FC, PropsWithChildren } from "react";
|
||||
import { QueryClientProvider, useQueryClient } from "@tanstack/react-query";
|
||||
import { act, renderHook, waitFor } from "@testing-library/react";
|
||||
import { http, HttpResponse } from "msw";
|
||||
import { describe, expect, it, onTestFinished, vi } from "vitest";
|
||||
import { describe, expect, it } from "vitest";
|
||||
|
||||
import * as sharedApi from "@/shared/api";
|
||||
import { apiClient, apiQueryClient, useAuthenticatedQuery } from "@/shared/api";
|
||||
import { createTestQueryClient } from "@/test/query";
|
||||
import { resource } from "@/test/resource";
|
||||
@@ -399,23 +398,4 @@ describe("AuthProvider", () => {
|
||||
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();
|
||||
});
|
||||
});
|
||||
|
||||
@@ -161,8 +161,7 @@ function useAuthProviderVm() {
|
||||
refresh,
|
||||
unavailable: () => unavailableRef.current,
|
||||
});
|
||||
// `user` tracks access-token changes, which configureAuthClient publishes as session state.
|
||||
}, [clearSession, refresh, user]);
|
||||
});
|
||||
useEffect(() => () => configureAuthClient(), []);
|
||||
|
||||
const authContextValue = {
|
||||
|
||||
@@ -1,4 +1,4 @@
|
||||
import { describe, expect, it, vi } from "vitest";
|
||||
import { describe, expect, it } from "vitest";
|
||||
|
||||
import { resource } from "@/test/resource";
|
||||
|
||||
@@ -76,29 +76,4 @@ describe("instrument source and transport presentation", () => {
|
||||
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);
|
||||
});
|
||||
});
|
||||
|
||||
@@ -1,11 +1,10 @@
|
||||
import { type InvestmentResourceMeta, readRetry } from "@/shared/api";
|
||||
import type { InvestmentResourceMeta } from "@/shared/api";
|
||||
|
||||
type SectionState = {
|
||||
error: boolean;
|
||||
hasData: boolean;
|
||||
loading: boolean;
|
||||
partial?: boolean;
|
||||
readRetry?: ReturnType<typeof readRetry>;
|
||||
};
|
||||
|
||||
function hasSectionData(data: unknown) {
|
||||
@@ -14,11 +13,8 @@ function hasSectionData(data: unknown) {
|
||||
|
||||
function section(query: {
|
||||
data: unknown;
|
||||
error?: unknown;
|
||||
isError: boolean;
|
||||
isFetching?: boolean;
|
||||
meta?: InvestmentResourceMeta;
|
||||
refetch?: () => Promise<unknown>;
|
||||
}): SectionState {
|
||||
const isError = query.isError || query.meta?.lastAttempt.state === "failed";
|
||||
const hasData = hasSectionData(query.data);
|
||||
@@ -28,17 +24,6 @@ function section(query: {
|
||||
hasData,
|
||||
loading: !hasData && !isError,
|
||||
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,
|
||||
};
|
||||
}
|
||||
|
||||
|
||||
@@ -12,8 +12,6 @@ import {
|
||||
import { LoadingSkeleton } from "@wealthledger/ui";
|
||||
import { useTranslation } from "react-i18next";
|
||||
|
||||
import { ReadRetry } from "@/shared/ui";
|
||||
|
||||
import type { SectionState } from "../model/section";
|
||||
|
||||
import classes from "./InstrumentDetails.module.css";
|
||||
@@ -83,8 +81,6 @@ const InstrumentSection: FC<InstrumentSectionProps> = (props) => {
|
||||
</Alert>
|
||||
)}
|
||||
|
||||
{!!props.state.readRetry && <ReadRetry {...props.state.readRetry} />}
|
||||
|
||||
{sectionContent}
|
||||
</Paper>
|
||||
);
|
||||
|
||||
@@ -2,18 +2,19 @@ import type { QueryClient } from "@tanstack/react-query";
|
||||
|
||||
import {
|
||||
apiQueryClient,
|
||||
isGetUnder,
|
||||
type paths,
|
||||
} from "@/shared/api";
|
||||
|
||||
type TbankConnectionStatus
|
||||
= paths["/api/v1/tbank-connection"]["get"]["responses"][200]["content"]["application/json"];
|
||||
|
||||
const investmentGetPredicate = isGetUnder([
|
||||
"/api/v1/brokerage-accounts",
|
||||
"/api/v1/stocks",
|
||||
"/api/v1/bonds",
|
||||
]);
|
||||
function isInvestmentPath(path: string) {
|
||||
return [
|
||||
"/api/v1/brokerage-accounts",
|
||||
"/api/v1/stocks",
|
||||
"/api/v1/bonds",
|
||||
].some(root => path === root || path.startsWith(`${root}/`));
|
||||
}
|
||||
|
||||
const tbankConnectionQueryOptions = () =>
|
||||
apiQueryClient.queryOptions("get", "/api/v1/tbank-connection");
|
||||
@@ -26,7 +27,15 @@ function commitTbankConnectionBoundary(
|
||||
) {
|
||||
queryClient.setQueryData(tbankConnectionQueryKey, status);
|
||||
void queryClient.resetQueries({
|
||||
predicate: ({ queryKey }) => investmentGetPredicate(queryKey),
|
||||
predicate: ({ queryKey }) => {
|
||||
const [method, path] = queryKey;
|
||||
|
||||
return (
|
||||
method === "get"
|
||||
&& typeof path === "string"
|
||||
&& isInvestmentPath(path)
|
||||
);
|
||||
},
|
||||
});
|
||||
}
|
||||
|
||||
|
||||
@@ -4,16 +4,16 @@ import {
|
||||
TbankConnectionError,
|
||||
TbankConnectionLoading,
|
||||
} from "./TbankConnectionSection.view";
|
||||
import { useTbankConnectionSectionVm } from "./TbankConnectionSection.vm";
|
||||
import { useTbankConnectionViewModel } from "./TbankConnectionSection.vm";
|
||||
import { TbankConnectionSectionLoaded } from "./TbankConnectionSectionLoaded";
|
||||
|
||||
const TbankConnectionSection: FC = () => {
|
||||
const vm = useTbankConnectionSectionVm();
|
||||
if (vm.state === "loading") return <TbankConnectionLoading />;
|
||||
const viewModel = useTbankConnectionViewModel();
|
||||
if (viewModel.state === "loading") return <TbankConnectionLoading />;
|
||||
|
||||
return vm.state === "error"
|
||||
? <TbankConnectionError retry={vm.retry} />
|
||||
: <TbankConnectionSectionLoaded {...vm} />;
|
||||
return viewModel.state === "error"
|
||||
? <TbankConnectionError retry={viewModel.retry} />
|
||||
: <TbankConnectionSectionLoaded {...viewModel} />;
|
||||
};
|
||||
|
||||
export { TbankConnectionSection };
|
||||
|
||||
+2
-2
@@ -2,7 +2,7 @@ import { useAuthenticatedQuery } from "@/shared/api";
|
||||
|
||||
import { tbankConnectionQueryOptions } from "../../model/connection-boundary";
|
||||
|
||||
function useTbankConnectionSectionVm() {
|
||||
function useTbankConnectionViewModel() {
|
||||
const status = useAuthenticatedQuery({
|
||||
...tbankConnectionQueryOptions(),
|
||||
});
|
||||
@@ -22,4 +22,4 @@ function useTbankConnectionSectionVm() {
|
||||
};
|
||||
}
|
||||
|
||||
export { useTbankConnectionSectionVm };
|
||||
export { useTbankConnectionViewModel };
|
||||
|
||||
@@ -26,7 +26,7 @@ import { resource } from "@/test/resource";
|
||||
import { server } from "@/test/server";
|
||||
|
||||
import { AccountEventsPage } from "./AccountEventsPage";
|
||||
import { useAccountEventsPageVm } from "./AccountEventsPage.vm";
|
||||
import { useAccountEventsPageViewModel } from "./AccountEventsPage.vm";
|
||||
|
||||
const Navigation: FC = () => {
|
||||
const location = useLocation();
|
||||
@@ -100,7 +100,7 @@ describe("Upcoming event date filters", () => {
|
||||
);
|
||||
const queryClient = createTestQueryClient();
|
||||
|
||||
const { result } = renderHook(() => useAccountEventsPageVm(), {
|
||||
const { result } = renderHook(() => useAccountEventsPageViewModel(), {
|
||||
wrapper: ({ children }) => (
|
||||
<QueryClientProvider client={queryClient}>
|
||||
<MemoryRouter initialEntries={["?from=2099-02-01"]}>
|
||||
@@ -146,7 +146,7 @@ describe("Upcoming event date filters", () => {
|
||||
const queryClient = createTestQueryClient();
|
||||
|
||||
const { result } = renderHook(
|
||||
() => useAccountEventsPageVm(),
|
||||
() => useAccountEventsPageViewModel(),
|
||||
{
|
||||
wrapper: ({ children }) => (
|
||||
<QueryClientProvider client={queryClient}>
|
||||
@@ -176,11 +176,7 @@ describe("Upcoming event date filters", () => {
|
||||
({ request }) => {
|
||||
searches.push(new URL(request.url).search);
|
||||
|
||||
return HttpResponse.json(resource({
|
||||
calculatedAt: "2026-08-14T00:00:00Z",
|
||||
events: [],
|
||||
window: { from: "2026-08-14", to: "2026-09-13" },
|
||||
}));
|
||||
return HttpResponse.json(resource({ events: [] }));
|
||||
},
|
||||
),
|
||||
);
|
||||
@@ -227,11 +223,7 @@ describe("Upcoming event date filters", () => {
|
||||
"*/api/v1/brokerage-accounts/:accountId/events",
|
||||
({ request }) =>
|
||||
new URL(request.url).searchParams.get("from") === defaultFrom
|
||||
? HttpResponse.json(resource({
|
||||
calculatedAt: "2026-08-14T00:00:00Z",
|
||||
events: [],
|
||||
window: { from: "2026-08-14", to: "2026-09-13" },
|
||||
}))
|
||||
? HttpResponse.json(resource({ events: [] }))
|
||||
: HttpResponse.json({ code: "VALIDATION_ERROR" }, { status: 400 }),
|
||||
),
|
||||
);
|
||||
@@ -264,7 +256,6 @@ describe("Upcoming event date filters", () => {
|
||||
calculatedAt: "2099-01-01T00:00:00Z",
|
||||
events: [],
|
||||
incomeTotalsByCurrency: [],
|
||||
window: { from: "2099-01-01", to: "2099-01-31" },
|
||||
}),
|
||||
);
|
||||
},
|
||||
@@ -273,7 +264,6 @@ describe("Upcoming event date filters", () => {
|
||||
renderEvents(accountId, ["?from=2026-02-01&to=2026-02-28"]);
|
||||
const from = await screen.findByLabelText("Период");
|
||||
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(searches).toEqual(["?from=2026-02-01&to=2026-02-28"]);
|
||||
|
||||
@@ -371,7 +361,7 @@ it("retains the previous complete forecast when its source refresh fails", async
|
||||
);
|
||||
const queryClient = createTestQueryClient();
|
||||
|
||||
const { result } = renderHook(() => useAccountEventsPageVm(), {
|
||||
const { result } = renderHook(() => useAccountEventsPageViewModel(), {
|
||||
wrapper: ({ children }) => (
|
||||
<QueryClientProvider client={queryClient}>
|
||||
<MemoryRouter initialEntries={["/accounts/all/events"]}>
|
||||
|
||||
@@ -1,167 +0,0 @@
|
||||
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();
|
||||
});
|
||||
});
|
||||
@@ -47,7 +47,6 @@ describe("AccountEventsPage", () => {
|
||||
accountId: "account",
|
||||
calculatedAt: "2026-08-14T00:00:00Z",
|
||||
events: [],
|
||||
window: { from: "2026-08-14", to: "2026-09-13" },
|
||||
},
|
||||
isError: false,
|
||||
isLoading: false,
|
||||
@@ -137,7 +136,6 @@ describe("AccountEventsPage", () => {
|
||||
type: "offer",
|
||||
},
|
||||
],
|
||||
window: { from: "2026-08-14", to: "2026-09-13" },
|
||||
},
|
||||
isError: false,
|
||||
isLoading: false,
|
||||
@@ -171,18 +169,15 @@ describe("AccountEventsPage", () => {
|
||||
expect(screen.getAllByText("O")).toHaveLength(2);
|
||||
});
|
||||
|
||||
it("renders empty and error states with retry", async () => {
|
||||
it("renders empty and quiet error states", async () => {
|
||||
const { rerender } = renderPage();
|
||||
expect(
|
||||
screen.getByText("За выбранный период событий не найдено"),
|
||||
).toBeInTheDocument();
|
||||
query.mockReturnValue({
|
||||
data: undefined,
|
||||
error: { code: "TBANK_UNAVAILABLE", status: 503 },
|
||||
isError: true,
|
||||
isFetching: false,
|
||||
isLoading: false,
|
||||
refetch: vi.fn(),
|
||||
} as never);
|
||||
rerender(
|
||||
<MantineProvider>
|
||||
@@ -192,7 +187,7 @@ describe("AccountEventsPage", () => {
|
||||
</MantineProvider>,
|
||||
);
|
||||
expect(await screen.findByRole("button", { name: "Сбросить" })).toBeVisible();
|
||||
expect(screen.getByRole("button", { name: "Повторить" })).toBeVisible();
|
||||
expect(screen.queryByRole("button", { name: "Повторить" })).not.toBeInTheDocument();
|
||||
});
|
||||
|
||||
it("shows a structural busy state before events are available", () => {
|
||||
@@ -242,80 +237,4 @@ describe("AccountEventsPage", () => {
|
||||
screen.queryByText("За выбранный период событий не найдено"),
|
||||
).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 { useAccountEventsPageVm } from "./AccountEventsPage.vm";
|
||||
import { useAccountEventsPageViewModel } from "./AccountEventsPage.vm";
|
||||
import { AccountEventsPageError } from "./components/AccountEventsPageError.view";
|
||||
import { AccountEventsPageLoaded } from "./components/AccountEventsPageLoaded.view";
|
||||
import { AccountEventsPageLoading } from "./components/AccountEventsPageLoading.view";
|
||||
|
||||
const AccountEventsPage: FC = () => {
|
||||
const vm = useAccountEventsPageVm();
|
||||
if (vm.state === "loading") return <AccountEventsPageLoading />;
|
||||
const viewModel = useAccountEventsPageViewModel();
|
||||
if (viewModel.state === "loading") return <AccountEventsPageLoading />;
|
||||
|
||||
return vm.state === "error"
|
||||
? <AccountEventsPageError {...vm} />
|
||||
: <AccountEventsPageLoaded {...vm} />;
|
||||
return viewModel.state === "error"
|
||||
? <AccountEventsPageError {...viewModel} />
|
||||
: <AccountEventsPageLoaded {...viewModel} />;
|
||||
};
|
||||
|
||||
export { AccountEventsPage };
|
||||
|
||||
@@ -1,12 +1,13 @@
|
||||
import { useState } from "react";
|
||||
import { useParams } from "react-router";
|
||||
|
||||
import type { InvestmentResourceMeta } from "@/shared/api";
|
||||
|
||||
import {
|
||||
type BrokerageEvent,
|
||||
useBrokerageEvents,
|
||||
} from "@/entities/brokerage-event";
|
||||
import { useScreenSync } from "@/features/tbank-connection";
|
||||
import { type InvestmentResourceMeta, readRetry } from "@/shared/api";
|
||||
import {
|
||||
defaultPeriod,
|
||||
isValidPeriod,
|
||||
@@ -17,8 +18,6 @@ import {
|
||||
|
||||
type AccountEventsPageViewModel
|
||||
= | {
|
||||
allAccounts: boolean;
|
||||
calculatedAt: string;
|
||||
canApply: boolean;
|
||||
draftPeriod: [null | string, null | string];
|
||||
events: BrokerageEvent[];
|
||||
@@ -28,20 +27,13 @@ type AccountEventsPageViewModel
|
||||
onPeriodPopoverOpen: () => void;
|
||||
onReset: () => void;
|
||||
partial?: boolean;
|
||||
readRetry: ReturnType<typeof readRetry>;
|
||||
source?: InvestmentResourceMeta;
|
||||
state: "loaded";
|
||||
totalVisible: boolean;
|
||||
window: { from: string; to: string };
|
||||
}
|
||||
| {
|
||||
onReset: () => void;
|
||||
readRetry: ReturnType<typeof readRetry>;
|
||||
state: "error";
|
||||
}
|
||||
| { onReset: () => void; state: "error" }
|
||||
| { state: "loading" };
|
||||
|
||||
function useAccountEventsPageVm(): AccountEventsPageViewModel {
|
||||
function useAccountEventsPageViewModel(): AccountEventsPageViewModel {
|
||||
const { accountId = "" } = useParams();
|
||||
|
||||
const {
|
||||
@@ -89,8 +81,6 @@ function useAccountEventsPageVm(): AccountEventsPageViewModel {
|
||||
isFetching: events.isFetching,
|
||||
});
|
||||
|
||||
const retry = readRetry([events]);
|
||||
|
||||
if (availability === "loading" && events.isLoading)
|
||||
return { state: "loading" };
|
||||
|
||||
@@ -102,17 +92,14 @@ function useAccountEventsPageVm(): AccountEventsPageViewModel {
|
||||
if ((events.isError || events.meta?.lastAttempt.state === "failed") && !events.data)
|
||||
return {
|
||||
onReset,
|
||||
readRetry: retry,
|
||||
state: "error",
|
||||
};
|
||||
if (!events.data)
|
||||
return availability === "unavailable"
|
||||
? { onReset, readRetry: retry, state: "error" }
|
||||
? { onReset, state: "error" }
|
||||
: { state: "loading" };
|
||||
|
||||
return {
|
||||
allAccounts: accountId === "all",
|
||||
calculatedAt: events.data.calculatedAt,
|
||||
canApply:
|
||||
(draftFrom !== appliedFrom || draftTo !== appliedTo)
|
||||
&& isValidPeriod(draftFrom, draftTo),
|
||||
@@ -132,12 +119,9 @@ function useAccountEventsPageVm(): AccountEventsPageViewModel {
|
||||
onPeriodPopoverOpen: () => setMinDate(moscowDate(new Date())),
|
||||
onReset,
|
||||
partial: events.meta?.completeness === "incomplete",
|
||||
readRetry: retry,
|
||||
source: events.meta,
|
||||
state: "loaded",
|
||||
totalVisible: events.meta?.completeness === "complete",
|
||||
window: events.data.window,
|
||||
};
|
||||
}
|
||||
|
||||
export { type AccountEventsPageViewModel, useAccountEventsPageVm };
|
||||
export { type AccountEventsPageViewModel, useAccountEventsPageViewModel };
|
||||
|
||||
+1
-13
@@ -4,12 +4,7 @@ import { Button, Group } from "@mantine/core";
|
||||
import { StateView } from "@wealthledger/ui";
|
||||
import { useTranslation } from "react-i18next";
|
||||
|
||||
import { ReadRetryButton, type ReadRetryProps } from "@/shared/ui";
|
||||
|
||||
type AccountEventsPageErrorProps = {
|
||||
onReset: () => void;
|
||||
readRetry: ReadRetryProps;
|
||||
};
|
||||
type AccountEventsPageErrorProps = { onReset: () => void };
|
||||
|
||||
const AccountEventsPageError: FC<AccountEventsPageErrorProps> = (props) => {
|
||||
const { t } = useTranslation();
|
||||
@@ -18,13 +13,6 @@ const AccountEventsPageError: FC<AccountEventsPageErrorProps> = (props) => {
|
||||
<StateView
|
||||
action={(
|
||||
<Group>
|
||||
{props.readRetry.exhausted && (
|
||||
<ReadRetryButton
|
||||
onRetry={props.readRetry.onRetry}
|
||||
retrying={props.readRetry.retrying}
|
||||
/>
|
||||
)}
|
||||
|
||||
<Button onClick={props.onReset} variant="default">
|
||||
{t("ledger.reset")}
|
||||
</Button>
|
||||
|
||||
+8
-39
@@ -13,12 +13,9 @@ import { useTranslation } from "react-i18next";
|
||||
|
||||
import {
|
||||
BrokerageEventCard,
|
||||
BrokerageEventGroup,
|
||||
brokerageEventGroupKey,
|
||||
brokerageEventKey,
|
||||
} from "@/entities/brokerage-event";
|
||||
import { formatDate, formatSnapshotTime, groupItems } from "@/shared/lib";
|
||||
import { ReadRetry, SourceSyncStatus } from "@/shared/ui";
|
||||
import { SourceSyncStatus } from "@/shared/ui";
|
||||
|
||||
import type { AccountEventsPageViewModel } from "../AccountEventsPage.vm";
|
||||
|
||||
@@ -33,32 +30,14 @@ const AccountEventsPageLoadedEvents: FC<AccountEventsPageLoadedProps> = (
|
||||
props,
|
||||
) => {
|
||||
if (props.events.length > 0) {
|
||||
const entries = groupItems(
|
||||
props.events,
|
||||
props.allAccounts ? brokerageEventGroupKey : () => null,
|
||||
);
|
||||
|
||||
return (
|
||||
<Stack
|
||||
component="ul"
|
||||
gap="sm"
|
||||
m={0}
|
||||
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 gap="sm">
|
||||
{props.events.map(event => (
|
||||
<BrokerageEventCard
|
||||
event={event}
|
||||
key={brokerageEventKey(event)}
|
||||
/>
|
||||
))}
|
||||
</Stack>
|
||||
);
|
||||
}
|
||||
@@ -83,20 +62,10 @@ const AccountEventsPageLoaded: FC<AccountEventsPageLoadedProps> = (props) => {
|
||||
stale={props.source?.freshness === "stale"}
|
||||
/>
|
||||
|
||||
<ReadRetry {...props.readRetry} />
|
||||
|
||||
{!!props.partial && <Alert role="status">{t("investment.partial")}</Alert>}
|
||||
|
||||
<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">
|
||||
<DatePickerInput
|
||||
allowSingleDateInRange
|
||||
|
||||
@@ -26,7 +26,6 @@ import { afterEach, describe, expect, it, vi } from "vitest";
|
||||
import type { IncomeAnalytics } from "@/entities/income";
|
||||
|
||||
import { configureAuthClient } from "@/shared/api";
|
||||
import { formatSnapshotTime } from "@/shared/lib";
|
||||
import { createTestQueryClient } from "@/test/query";
|
||||
import { resource } from "@/test/resource";
|
||||
import { server } from "@/test/server";
|
||||
@@ -34,14 +33,10 @@ import { server } from "@/test/server";
|
||||
import { toIncomeDisplayModel } from "../../model/display";
|
||||
import { AccountIncomePage } from "./AccountIncomePage";
|
||||
import {
|
||||
useAccountIncomePageVm,
|
||||
useAccountIncomePageViewModel,
|
||||
} from "./AccountIncomePage.vm";
|
||||
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
|
||||
= {
|
||||
accountId: "account-1",
|
||||
@@ -105,10 +100,7 @@ function money(currency: string, value: string) {
|
||||
return { currency, value };
|
||||
}
|
||||
|
||||
function renderPage(
|
||||
search = "from=2026-08-01&to=2026-08-27",
|
||||
accountId = "account-1",
|
||||
) {
|
||||
function renderPage(search = "from=2026-08-01&to=2026-08-27") {
|
||||
configureAuthClient({
|
||||
accessToken: () => "token",
|
||||
clear: vi.fn(),
|
||||
@@ -121,7 +113,7 @@ function renderPage(
|
||||
<DatesProvider settings={{ locale: "ru" }}>
|
||||
<QueryClientProvider client={queryClient}>
|
||||
<MemoryRouter
|
||||
initialEntries={[`/accounts/${accountId}/income?${search}`]}
|
||||
initialEntries={[`/accounts/account-1/income?${search}`]}
|
||||
>
|
||||
<LocationProbe />
|
||||
|
||||
@@ -171,7 +163,7 @@ describe("AccountIncomePage", () => {
|
||||
);
|
||||
const queryClient = createTestQueryClient();
|
||||
|
||||
const { result } = renderHook(() => useAccountIncomePageVm(), {
|
||||
const { result } = renderHook(() => useAccountIncomePageViewModel(), {
|
||||
wrapper: ({ children }) => (
|
||||
<QueryClientProvider client={queryClient}>
|
||||
<MemoryRouter initialEntries={["?from=2024-02-29&to=2024-03-01"]}>
|
||||
@@ -408,124 +400,21 @@ describe("AccountIncomePage", () => {
|
||||
expect(screen.queryByText(/Сравнение с/)).not.toBeInTheDocument();
|
||||
});
|
||||
|
||||
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) => {
|
||||
it("shows a quiet realized error", async () => {
|
||||
server.use(
|
||||
http.get("*/api/v1/brokerage-accounts/account-1/income-analytics", () =>
|
||||
HttpResponse.json(
|
||||
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",
|
||||
}),
|
||||
),
|
||||
http.get(
|
||||
"*/api/v1/brokerage-accounts/account-1/income-analytics",
|
||||
() => new HttpResponse(null, { status: 503 }),
|
||||
),
|
||||
);
|
||||
renderPage();
|
||||
expect(await screen.findByText(/^Данные на /)).toHaveTextContent(
|
||||
formatSnapshotTime("2026-08-26T12:00:00Z"),
|
||||
);
|
||||
expect(screen.getByText("Обновление не удалось")).toBeInTheDocument();
|
||||
expect(screen.getByText("Данные требуют обновления")).toBeInTheDocument();
|
||||
expect(
|
||||
await screen.findByText("Не удалось рассчитать пассивный доход", undefined, {
|
||||
timeout: 4000,
|
||||
}),
|
||||
).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 = () => {
|
||||
@@ -791,110 +680,4 @@ describe("income period and snapshot boundary", () => {
|
||||
expect(screen.queryByText(/Итого:|Выплат:/)).not.toBeInTheDocument();
|
||||
expect(screen.queryByRole("button")).not.toBeInTheDocument();
|
||||
});
|
||||
|
||||
it("groups all-account payouts by instrument with an exact total", async () => {
|
||||
server.use(
|
||||
http.get(
|
||||
"*/api/v1/brokerage-accounts/:accountId/income-analytics",
|
||||
() => HttpResponse.json(resource({
|
||||
...analytics,
|
||||
accountId: "all",
|
||||
entries: [
|
||||
{
|
||||
...entry(),
|
||||
account: { id: "broker", name: "Брокерский" },
|
||||
payment: money("RUB", "10"),
|
||||
},
|
||||
{
|
||||
...entry(),
|
||||
account: { id: "iis", name: "ИИС" },
|
||||
id: "coupon-2",
|
||||
payment: money("RUB", "20"),
|
||||
},
|
||||
],
|
||||
})),
|
||||
),
|
||||
);
|
||||
renderPage(undefined, "all");
|
||||
|
||||
expect(await screen.findByText("Купон · BOND")).toBeInTheDocument();
|
||||
expect(screen.getByText("+30 ₽")).toBeInTheDocument();
|
||||
|
||||
const accounts = within(screen.getByRole("list", {
|
||||
name: /Купон · BOND, Исполнено/,
|
||||
}));
|
||||
|
||||
expect(accounts.getByText("Брокерский")).toBeInTheDocument();
|
||||
expect(accounts.getByText("ИИС")).toBeInTheDocument();
|
||||
expect(accounts.queryByRole("link")).not.toBeInTheDocument();
|
||||
});
|
||||
|
||||
it("keeps repeated payout ids inside one group as separate cards", async () => {
|
||||
server.use(
|
||||
http.get(
|
||||
"*/api/v1/brokerage-accounts/:accountId/income-analytics",
|
||||
() => HttpResponse.json(resource({
|
||||
...analytics,
|
||||
accountId: "all",
|
||||
entries: [
|
||||
{
|
||||
...entry(),
|
||||
account: { id: "broker", name: "Брокерский" },
|
||||
payment: money("RUB", "10"),
|
||||
},
|
||||
{
|
||||
...entry(),
|
||||
account: { id: "iis", name: "ИИС" },
|
||||
payment: money("RUB", "20"),
|
||||
},
|
||||
],
|
||||
})),
|
||||
),
|
||||
);
|
||||
renderPage(undefined, "all");
|
||||
|
||||
expect(await screen.findByText("+30 ₽")).toBeInTheDocument();
|
||||
|
||||
const accounts = within(screen.getByRole("list", {
|
||||
name: /Купон · BOND/,
|
||||
}));
|
||||
|
||||
expect(accounts.getAllByRole("listitem")).toHaveLength(2);
|
||||
});
|
||||
|
||||
it("shows the group total after completeness changes to complete", async () => {
|
||||
let completeness: "complete" | "incomplete" = "incomplete";
|
||||
|
||||
const entries = [
|
||||
{
|
||||
...entry(),
|
||||
account: { id: "broker", name: "Брокерский" },
|
||||
payment: money("RUB", "10"),
|
||||
},
|
||||
{
|
||||
...entry(),
|
||||
account: { id: "iis", name: "ИИС" },
|
||||
id: "coupon-2",
|
||||
payment: money("RUB", "20"),
|
||||
},
|
||||
];
|
||||
|
||||
server.use(
|
||||
http.get(
|
||||
"*/api/v1/brokerage-accounts/:accountId/income-analytics",
|
||||
() => HttpResponse.json(
|
||||
resource({ ...analytics, accountId: "all", entries }, { completeness }),
|
||||
),
|
||||
),
|
||||
);
|
||||
const view = renderPage(undefined, "all");
|
||||
|
||||
await screen.findByText("Купон · BOND");
|
||||
expect(screen.queryByText("+30 ₽")).not.toBeInTheDocument();
|
||||
view.unmount();
|
||||
|
||||
completeness = "complete";
|
||||
renderPage(undefined, "all");
|
||||
expect(await screen.findByText("+30 ₽")).toBeInTheDocument();
|
||||
});
|
||||
});
|
||||
|
||||
@@ -1,17 +1,17 @@
|
||||
import type { FC } from "react";
|
||||
|
||||
import { useAccountIncomePageVm } from "./AccountIncomePage.vm";
|
||||
import { useAccountIncomePageViewModel } from "./AccountIncomePage.vm";
|
||||
import { AccountIncomePageError } from "./components/AccountIncomePageError.view";
|
||||
import { AccountIncomePageLoaded } from "./components/AccountIncomePageLoaded.view";
|
||||
import { AccountIncomePageLoading } from "./components/AccountIncomePageLoading.view";
|
||||
|
||||
const AccountIncomePage: FC = () => {
|
||||
const vm = useAccountIncomePageVm();
|
||||
if (vm.state === "loading") return <AccountIncomePageLoading />;
|
||||
const viewModel = useAccountIncomePageViewModel();
|
||||
if (viewModel.state === "loading") return <AccountIncomePageLoading />;
|
||||
|
||||
return vm.state === "error"
|
||||
? <AccountIncomePageError {...vm} />
|
||||
: <AccountIncomePageLoaded {...vm} />;
|
||||
return viewModel.state === "error"
|
||||
? <AccountIncomePageError {...viewModel} />
|
||||
: <AccountIncomePageLoaded {...viewModel} />;
|
||||
};
|
||||
|
||||
export { AccountIncomePage };
|
||||
|
||||
@@ -5,7 +5,6 @@ import { useParams, useSearchParams } from "react-router";
|
||||
|
||||
import { type IncomeAnalytics, useIncomeAnalytics } from "@/entities/income";
|
||||
import { useScreenSync } from "@/features/tbank-connection";
|
||||
import { type InvestmentResourceMeta, readRetry } from "@/shared/api";
|
||||
import { isValidPeriod, moscowDate, useInitialAvailability } from "@/shared/lib";
|
||||
|
||||
import {
|
||||
@@ -31,19 +30,15 @@ type AccountIncomePageViewModel
|
||||
onReset: () => void;
|
||||
onSubmit: (values: IncomeForm) => void;
|
||||
partial?: boolean;
|
||||
readRetry: ReturnType<typeof readRetry>;
|
||||
source?: InvestmentResourceMeta;
|
||||
state: "loaded";
|
||||
totalVisible: boolean;
|
||||
}
|
||||
| {
|
||||
period: IncomePeriod;
|
||||
readRetry: ReturnType<typeof readRetry>;
|
||||
state: "error";
|
||||
}
|
||||
| { state: "loading" };
|
||||
|
||||
const useAccountIncomePageVm = (): AccountIncomePageViewModel => {
|
||||
const useAccountIncomePageViewModel = (): AccountIncomePageViewModel => {
|
||||
const { accountId = "" } = useParams();
|
||||
const [searchParameters, setSearchParameters] = useSearchParams();
|
||||
|
||||
@@ -88,14 +83,12 @@ const useAccountIncomePageVm = (): AccountIncomePageViewModel => {
|
||||
isFetching: analytics.isFetching,
|
||||
});
|
||||
|
||||
const retry = readRetry([analytics]);
|
||||
|
||||
if (availability === "loading" && analytics.isLoading)
|
||||
return { state: "loading" };
|
||||
|
||||
if (!analytics.data)
|
||||
return availability === "unavailable"
|
||||
? { period, readRetry: retry, state: "error" }
|
||||
? { period, state: "error" }
|
||||
: { state: "loading" };
|
||||
|
||||
const display = toIncomeDisplayModel(analytics.data);
|
||||
@@ -122,10 +115,7 @@ const useAccountIncomePageVm = (): AccountIncomePageViewModel => {
|
||||
onReset,
|
||||
onSubmit,
|
||||
partial: analytics.meta?.completeness === "incomplete",
|
||||
readRetry: retry,
|
||||
source: analytics.meta,
|
||||
state: "loaded",
|
||||
totalVisible: analytics.meta?.completeness === "complete",
|
||||
};
|
||||
};
|
||||
|
||||
@@ -146,5 +136,5 @@ function isValidIncomePeriod(period: IncomePeriod): boolean {
|
||||
|
||||
export {
|
||||
type AccountIncomePageViewModel,
|
||||
useAccountIncomePageVm,
|
||||
useAccountIncomePageViewModel,
|
||||
};
|
||||
|
||||
+1
-13
@@ -3,27 +3,15 @@ import type { FC } from "react";
|
||||
import { StateView } from "@wealthledger/ui";
|
||||
import { useTranslation } from "react-i18next";
|
||||
|
||||
import { ReadRetryButton } from "@/shared/ui";
|
||||
|
||||
import type { AccountIncomePageViewModel } from "../AccountIncomePage.vm";
|
||||
|
||||
type ErrorProps = Extract<AccountIncomePageViewModel, { state: "error" }>;
|
||||
|
||||
const AccountIncomePageError: FC<ErrorProps> = (props) => {
|
||||
const AccountIncomePageError: FC<ErrorProps> = () => {
|
||||
const { t } = useTranslation();
|
||||
|
||||
const retry = props.readRetry.exhausted
|
||||
? (
|
||||
<ReadRetryButton
|
||||
onRetry={props.readRetry.onRetry}
|
||||
retrying={props.readRetry.retrying}
|
||||
/>
|
||||
)
|
||||
: undefined;
|
||||
|
||||
return (
|
||||
<StateView
|
||||
action={retry}
|
||||
error
|
||||
text={t("income.errorText")}
|
||||
title={t("income.errorTitle")}
|
||||
|
||||
+1
-15
@@ -9,8 +9,6 @@ import { StateView } from "@wealthledger/ui";
|
||||
import { FormProvider } from "react-hook-form";
|
||||
import { useTranslation } from "react-i18next";
|
||||
|
||||
import { ReadRetry, SourceSyncStatus } from "@/shared/ui";
|
||||
|
||||
import type { AccountIncomePageViewModel } from "../AccountIncomePage.vm";
|
||||
|
||||
import classes from "../AccountIncomePage.module.css";
|
||||
@@ -51,23 +49,11 @@ const AccountIncomePageLoaded: FC<LoadedProps> = (props) => {
|
||||
/>
|
||||
</FormProvider>
|
||||
|
||||
<SourceSyncStatus
|
||||
lastAttempt={props.source?.lastAttempt}
|
||||
lastSuccessfulAt={props.source?.lastSuccessfulAt}
|
||||
stale={props.source?.freshness === "stale"}
|
||||
/>
|
||||
|
||||
<ReadRetry {...props.readRetry} />
|
||||
|
||||
<AccountIncomePageLoadedSummary {...props} />
|
||||
|
||||
<Alert color="blue">{t("income.taxBoundary")}</Alert>
|
||||
|
||||
<IncomePayments
|
||||
allAccounts={props.analytics.accountId === "all"}
|
||||
entries={display.entries}
|
||||
totalVisible={props.totalVisible}
|
||||
/>
|
||||
<IncomePayments entries={display.entries} />
|
||||
</Stack>
|
||||
);
|
||||
};
|
||||
|
||||
@@ -3,22 +3,13 @@ import type { FC } from "react";
|
||||
import { Stack, Title } from "@mantine/core";
|
||||
import { useTranslation } from "react-i18next";
|
||||
|
||||
import {
|
||||
brokerageOperationGroupKey,
|
||||
LedgerEntryRow,
|
||||
OperationGroup,
|
||||
} from "@/entities/broker-operation";
|
||||
import { groupItems } from "@/shared/lib";
|
||||
import { LedgerEntryRow } from "@/entities/broker-operation";
|
||||
|
||||
import type { IncomeDisplayModel } from "../../../model/display";
|
||||
|
||||
import classes from "../AccountIncomePage.module.css";
|
||||
|
||||
type IncomePaymentsProps = {
|
||||
allAccounts?: boolean;
|
||||
entries: IncomeDisplayModel["entries"];
|
||||
totalVisible?: boolean;
|
||||
};
|
||||
type IncomePaymentsProps = { entries: IncomeDisplayModel["entries"] };
|
||||
|
||||
const IncomePayments: FC<IncomePaymentsProps> = (props) => {
|
||||
const { t } = useTranslation();
|
||||
@@ -28,24 +19,11 @@ const IncomePayments: FC<IncomePaymentsProps> = (props) => {
|
||||
<Title order={2}>{t("income.payments")}</Title>
|
||||
|
||||
<Stack className={classes.entries} component="ul" gap="sm">
|
||||
{groupItems(
|
||||
props.entries,
|
||||
entry => props.allAccounts
|
||||
? 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>
|
||||
))}
|
||||
{props.entries.map(({ key, operation }) => (
|
||||
<li key={key}>
|
||||
<LedgerEntryRow operation={operation} wrap />
|
||||
</li>
|
||||
))}
|
||||
</Stack>
|
||||
</Stack>
|
||||
);
|
||||
|
||||
+10
-230
@@ -2,7 +2,7 @@ import type { FC } from "react";
|
||||
|
||||
import { MantineProvider } from "@mantine/core";
|
||||
import { QueryClientProvider } from "@tanstack/react-query";
|
||||
import { fireEvent, render, screen, waitFor, within } from "@testing-library/react";
|
||||
import { fireEvent, render, screen, waitFor } from "@testing-library/react";
|
||||
import { http, HttpResponse } from "msw";
|
||||
import {
|
||||
MemoryRouter,
|
||||
@@ -44,25 +44,6 @@ const operation: BrokerageOperation
|
||||
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 location = useLocation();
|
||||
const navigate = useNavigate();
|
||||
@@ -90,16 +71,12 @@ function configureTestAuth() {
|
||||
});
|
||||
}
|
||||
|
||||
function renderPage(
|
||||
search = "",
|
||||
accountId = "account-1",
|
||||
queryClient = createTestQueryClient(),
|
||||
) {
|
||||
function renderPage(search = "") {
|
||||
return render(
|
||||
<QueryClientProvider client={queryClient}>
|
||||
<QueryClientProvider client={createTestQueryClient()}>
|
||||
<MantineProvider>
|
||||
<MemoryRouter
|
||||
initialEntries={[`/accounts/${accountId}/operations${search}`]}
|
||||
initialEntries={[`/accounts/account-1/operations${search}`]}
|
||||
>
|
||||
<Routes>
|
||||
<Route
|
||||
@@ -113,18 +90,6 @@ function renderPage(
|
||||
);
|
||||
}
|
||||
|
||||
// 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", () => {
|
||||
it("marks cashless operations without rendering operation details", () => {
|
||||
render(
|
||||
@@ -252,27 +217,6 @@ 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", () => {
|
||||
it.each(["account-1", "all"])(
|
||||
"normalizes invalid periods and history, preserves one-sided UTC dates and resets cursors for %s",
|
||||
@@ -534,115 +478,21 @@ describe("AccountOperationsPage", () => {
|
||||
expect(screen.getByRole("button", { name: "Применить" })).toBeDisabled();
|
||||
});
|
||||
|
||||
it("does not show the history loading alert when coverage is partial", async () => {
|
||||
it("renders an error state", async () => {
|
||||
configureTestAuth();
|
||||
server.use(
|
||||
http.get(
|
||||
"*/api/v1/brokerage-accounts/:accountId/operations",
|
||||
() => historyStateResource("partial"),
|
||||
),
|
||||
);
|
||||
renderPage();
|
||||
await screen.findByText("Покупка акций");
|
||||
expect(screen.queryByText("История догружается")).not.toBeInTheDocument();
|
||||
});
|
||||
|
||||
it("shows the history loading alert while historyState is loading", async () => {
|
||||
configureTestAuth();
|
||||
server.use(
|
||||
http.get(
|
||||
"*/api/v1/brokerage-accounts/:accountId/operations",
|
||||
() => historyStateResource("loading"),
|
||||
http.get("*/api/v1/brokerage-accounts/:accountId/operations", () =>
|
||||
HttpResponse.json({ code: "TBANK_UNAVAILABLE" }, { status: 503 }),
|
||||
),
|
||||
);
|
||||
renderPage();
|
||||
expect(
|
||||
await screen.findByText("История догружается"),
|
||||
await screen.findByText("Не удалось загрузить журнал", undefined, {
|
||||
timeout: 4000,
|
||||
}),
|
||||
).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 журнал", 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 () => {
|
||||
configureTestAuth();
|
||||
server.use(
|
||||
@@ -752,73 +602,3 @@ it("recovers an invalid cursor at the first page without clearing applied filter
|
||||
for (const key of ["from", "to", "categories"])
|
||||
expect(searches[2].get(key)).toBe(searches[0].get(key));
|
||||
});
|
||||
|
||||
describe("all-account operation groups", () => {
|
||||
it("groups only the current page and rebuilds the group at its boundary", async () => {
|
||||
configureTestAuth();
|
||||
server.use(
|
||||
http.get(
|
||||
"*/api/v1/brokerage-accounts/:accountId/operations",
|
||||
({ request }) => {
|
||||
const cursor = new URL(request.url).searchParams.get("cursor");
|
||||
|
||||
const items = cursor
|
||||
? [
|
||||
coupon("X2", "iis", "ИИС", "150"),
|
||||
coupon("X3", "broker", "Брокерский", "50"),
|
||||
operation,
|
||||
]
|
||||
: [coupon("X1", "broker", "Брокерский", "100")];
|
||||
|
||||
return HttpResponse.json(resource({
|
||||
accountId: "all",
|
||||
hasNext: !cursor,
|
||||
items,
|
||||
nextCursor: cursor ? null : "page-2",
|
||||
}));
|
||||
},
|
||||
),
|
||||
);
|
||||
renderPage("", "all");
|
||||
|
||||
await screen.findAllByText("Купон");
|
||||
expect(screen.queryByRole("list", { name: "Разбивка по счетам" }))
|
||||
.not.toBeInTheDocument();
|
||||
fireEvent.click(screen.getByRole("button", { name: "Далее" }));
|
||||
|
||||
const accounts = await screen.findByRole("list", {
|
||||
name: /Купон · BOND, Исполнено/,
|
||||
});
|
||||
|
||||
expect(screen.getByText("Купон · BOND")).toBeInTheDocument();
|
||||
expect(screen.getByText("+200 ₽")).toBeInTheDocument();
|
||||
expect(within(accounts).getAllByRole("listitem")).toHaveLength(2);
|
||||
|
||||
fireEvent.click(screen.getByRole("button", { name: "Назад" }));
|
||||
await screen.findAllByText("Купон");
|
||||
expect(screen.queryByRole("list", { name: "Разбивка по счетам" }))
|
||||
.not.toBeInTheDocument();
|
||||
});
|
||||
|
||||
it("leaves repeated operations ungrouped for one account", async () => {
|
||||
configureTestAuth();
|
||||
server.use(
|
||||
http.get("*/api/v1/brokerage-accounts/:accountId/operations", () =>
|
||||
HttpResponse.json(resource({
|
||||
accountId: "account-1",
|
||||
hasNext: false,
|
||||
items: [
|
||||
coupon("X1", "account-1", "Брокерский", "100"),
|
||||
coupon("X2", "account-1", "Брокерский", "150"),
|
||||
],
|
||||
nextCursor: null,
|
||||
})),
|
||||
),
|
||||
);
|
||||
renderPage();
|
||||
|
||||
await screen.findAllByText("Купон");
|
||||
expect(screen.queryByRole("list", { name: /Разбивка|Исполнено/ }))
|
||||
.not.toBeInTheDocument();
|
||||
});
|
||||
});
|
||||
|
||||
@@ -6,15 +6,15 @@ import { AccountOperationsPageLoaded } from "./components/AccountOperationsPageL
|
||||
import { AccountOperationsPageLoading } from "./components/AccountOperationsPageLoading.view";
|
||||
|
||||
const AccountOperationsPage: FC = () => {
|
||||
const vm = useAccountOperationsPageVm();
|
||||
const viewModel = useAccountOperationsPageVm();
|
||||
|
||||
if (vm.state === "loading") {
|
||||
if (viewModel.state === "loading") {
|
||||
return <AccountOperationsPageLoading />;
|
||||
}
|
||||
|
||||
return vm.state === "error"
|
||||
? <AccountOperationsPageError {...vm} />
|
||||
: <AccountOperationsPageLoaded {...vm} />;
|
||||
return viewModel.state === "error"
|
||||
? <AccountOperationsPageError {...viewModel} />
|
||||
: <AccountOperationsPageLoaded {...viewModel} />;
|
||||
};
|
||||
|
||||
export { AccountOperationsPage };
|
||||
|
||||
@@ -12,12 +12,7 @@ import {
|
||||
useBrokerageOperationHistory,
|
||||
} from "@/entities/broker-operation";
|
||||
import { useScreenSync } from "@/features/tbank-connection";
|
||||
import {
|
||||
ApiErrorCode,
|
||||
apiErrorCode,
|
||||
isApiErrorCode,
|
||||
readRetry,
|
||||
} from "@/shared/api";
|
||||
import { ApiErrorCode, apiErrorCode, isApiErrorCode } from "@/shared/api";
|
||||
import {
|
||||
defaultPeriod,
|
||||
isValidPeriod,
|
||||
@@ -30,7 +25,6 @@ const operationCategorySet = new Set<string>(operationCategories);
|
||||
|
||||
type AccountOperationsPageViewModel
|
||||
= | {
|
||||
allAccounts: boolean;
|
||||
canApply: boolean;
|
||||
draftCategories: OperationCategory[];
|
||||
draftPeriod: [null | string, null | string];
|
||||
@@ -47,16 +41,10 @@ type AccountOperationsPageViewModel
|
||||
onPrevious: () => void;
|
||||
onReset: () => void;
|
||||
partial?: boolean;
|
||||
readRetry: ReturnType<typeof readRetry>;
|
||||
source?: InvestmentResourceMeta;
|
||||
state: "loaded";
|
||||
totalVisible: boolean;
|
||||
}
|
||||
| {
|
||||
onReset: () => void;
|
||||
readRetry: ReturnType<typeof readRetry>;
|
||||
state: "error";
|
||||
}
|
||||
| { onReset: () => void; state: "error" }
|
||||
| { state: "loading" };
|
||||
|
||||
const useAccountOperationsPageVm = (): AccountOperationsPageViewModel => {
|
||||
@@ -117,8 +105,6 @@ const useAccountOperationsPageVm = (): AccountOperationsPageViewModel => {
|
||||
isFetching: operations.isFetching,
|
||||
});
|
||||
|
||||
const retry = readRetry([operations]);
|
||||
|
||||
if (availability === "loading" && operations.isLoading)
|
||||
return { state: "loading" };
|
||||
|
||||
@@ -146,11 +132,11 @@ const useAccountOperationsPageVm = (): AccountOperationsPageViewModel => {
|
||||
(isInvalidCursor || !operations.data)
|
||||
&& (operations.isError || operations.meta?.lastAttempt.state === "failed")
|
||||
)
|
||||
return { onReset, readRetry: retry, state: "error" };
|
||||
return { onReset, state: "error" };
|
||||
|
||||
if (!operations.data)
|
||||
return availability === "unavailable"
|
||||
? { onReset, readRetry: retry, state: "error" }
|
||||
? { onReset, state: "error" }
|
||||
: { state: "loading" };
|
||||
|
||||
const nextCursor = operations.data.nextCursor;
|
||||
@@ -161,13 +147,14 @@ const useAccountOperationsPageVm = (): AccountOperationsPageViewModel => {
|
||||
|| !isSameCategories(draftCategories, appliedCategories);
|
||||
|
||||
return {
|
||||
allAccounts: accountId === "all",
|
||||
canApply: isDirty && isValidPeriod(draftFrom, draftTo),
|
||||
draftCategories,
|
||||
draftPeriod,
|
||||
hasNext: Boolean(nextCursor && operations.data.hasNext),
|
||||
hasPrevious: history.hasPrevious,
|
||||
historyLoading: operations.meta?.coverage?.historyState === "loading",
|
||||
historyLoading:
|
||||
operations.meta?.coverage?.historyState === "loading"
|
||||
|| operations.meta?.coverage?.historyState === "partial",
|
||||
items: operations.data.items,
|
||||
maxDate,
|
||||
onApply: () => {
|
||||
@@ -194,10 +181,8 @@ const useAccountOperationsPageVm = (): AccountOperationsPageViewModel => {
|
||||
onPrevious: history.onPrevious,
|
||||
onReset,
|
||||
partial: operations.meta?.completeness === "incomplete",
|
||||
readRetry: retry,
|
||||
source: operations.meta,
|
||||
state: "loaded",
|
||||
totalVisible: operations.meta?.completeness === "complete",
|
||||
};
|
||||
};
|
||||
|
||||
|
||||
+4
-15
@@ -1,11 +1,9 @@
|
||||
import type { FC } from "react";
|
||||
|
||||
import { Button, Group } from "@mantine/core";
|
||||
import { Button } from "@mantine/core";
|
||||
import { StateView } from "@wealthledger/ui";
|
||||
import { useTranslation } from "react-i18next";
|
||||
|
||||
import { ReadRetryButton } from "@/shared/ui";
|
||||
|
||||
import type { AccountOperationsPageViewModel } from "../AccountOperationsPage.vm";
|
||||
|
||||
type AccountOperationsPageErrorProps = Extract<
|
||||
@@ -21,18 +19,9 @@ const AccountOperationsPageError: FC<AccountOperationsPageErrorProps> = (
|
||||
return (
|
||||
<StateView
|
||||
action={(
|
||||
<Group gap="sm" justify="center">
|
||||
{props.readRetry.exhausted && (
|
||||
<ReadRetryButton
|
||||
onRetry={props.readRetry.onRetry}
|
||||
retrying={props.readRetry.retrying}
|
||||
/>
|
||||
)}
|
||||
|
||||
<Button onClick={props.onReset} variant="default">
|
||||
{t("ledger.reset")}
|
||||
</Button>
|
||||
</Group>
|
||||
<Button onClick={props.onReset} variant="default">
|
||||
{t("ledger.reset")}
|
||||
</Button>
|
||||
)}
|
||||
text={t("ledger.errorText")}
|
||||
title={t("ledger.errorTitle")}
|
||||
|
||||
+10
-45
@@ -12,14 +12,8 @@ import { DatePickerInput } from "@mantine/dates";
|
||||
import { StateView } from "@wealthledger/ui";
|
||||
import { useTranslation } from "react-i18next";
|
||||
|
||||
import {
|
||||
brokerageOperationGroupKey,
|
||||
LedgerEntryRow,
|
||||
operationCategories,
|
||||
OperationGroup,
|
||||
} from "@/entities/broker-operation";
|
||||
import { groupItems } from "@/shared/lib";
|
||||
import { ReadRetry, SourceSyncStatus } from "@/shared/ui";
|
||||
import { LedgerEntryRow, operationCategories } from "@/entities/broker-operation";
|
||||
import { SourceSyncStatus } from "@/shared/ui";
|
||||
|
||||
import type { AccountOperationsPageViewModel } from "../AccountOperationsPage.vm";
|
||||
|
||||
@@ -30,49 +24,22 @@ type AccountOperationsPageLoadedProps = Extract<
|
||||
|
||||
const AccountOperationsPageLoadedOperations: FC<
|
||||
AccountOperationsPageLoadedProps
|
||||
> = (props) => {
|
||||
> = (props) => { // eslint-disable-line sonarjs/function-return-type -- React renders elements and lists.
|
||||
const { t } = useTranslation();
|
||||
|
||||
const { items } = props;
|
||||
|
||||
if (items.length > 0) {
|
||||
const entries = groupItems(
|
||||
items.map(operation => ({
|
||||
key: JSON.stringify([
|
||||
return items.map(operation => (
|
||||
<LedgerEntryRow
|
||||
key={JSON.stringify([
|
||||
operation.account?.id,
|
||||
operation.id,
|
||||
operation.logoName,
|
||||
]),
|
||||
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>
|
||||
);
|
||||
])}
|
||||
operation={operation}
|
||||
/>
|
||||
));
|
||||
}
|
||||
|
||||
if (props.partial) {
|
||||
@@ -102,8 +69,6 @@ const AccountOperationsPageLoaded: FC<AccountOperationsPageLoadedProps> = (
|
||||
stale={props.source?.freshness === "stale"}
|
||||
/>
|
||||
|
||||
<ReadRetry {...props.readRetry} />
|
||||
|
||||
{!!props.partial && <Alert role="status">{t("investment.partial")}</Alert>}
|
||||
|
||||
{!!props.historyLoading && <Alert>{t("investment.history")}</Alert>}
|
||||
|
||||
@@ -1,175 +0,0 @@
|
||||
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");
|
||||
});
|
||||
});
|
||||
@@ -1,300 +0,0 @@
|
||||
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,
|
||||
};
|
||||
@@ -13,10 +13,8 @@ const portfolio
|
||||
displayName: "Акция",
|
||||
figi: "FIGI-STOCK",
|
||||
isin: null,
|
||||
issuer: null,
|
||||
logoName: "akciya.png",
|
||||
quantity: "2",
|
||||
sector: null,
|
||||
ticker: null,
|
||||
type: "STOCK",
|
||||
},
|
||||
@@ -27,10 +25,8 @@ const portfolio
|
||||
displayName: "Облигация",
|
||||
figi: "FIGI-BOND",
|
||||
isin: "RU000A0JX0J2",
|
||||
issuer: null,
|
||||
logoName: null,
|
||||
quantity: "1",
|
||||
sector: null,
|
||||
ticker: null,
|
||||
type: "BOND",
|
||||
},
|
||||
@@ -41,10 +37,8 @@ const portfolio
|
||||
displayName: "Фонд",
|
||||
figi: "FIGI-FUND",
|
||||
isin: null,
|
||||
issuer: null,
|
||||
logoName: "fond.png",
|
||||
quantity: "3",
|
||||
sector: null,
|
||||
ticker: null,
|
||||
type: "FUND",
|
||||
},
|
||||
|
||||
@@ -2,19 +2,9 @@ import { describe, expect, it } from "vitest";
|
||||
|
||||
import type { Portfolio } from "@/entities/portfolio";
|
||||
|
||||
import {
|
||||
formatPositionReturnPercent,
|
||||
toAccountPagePositionSections,
|
||||
toUnrealizedReturns,
|
||||
} from "./positions";
|
||||
import { toAccountPagePositionSections } 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,
|
||||
@@ -23,7 +13,7 @@ function sections(positions: Portfolio["positions"]) {
|
||||
}
|
||||
|
||||
describe("account position sections", () => {
|
||||
it("excludes currency mirrors from display and share denominators", () => {
|
||||
it("excludes currency instruments only from display, preserving order and share denominators", () => {
|
||||
const otherTypes = [
|
||||
"OPTION",
|
||||
"OTHER",
|
||||
@@ -73,30 +63,12 @@ describe("account position sections", () => {
|
||||
"FIGI-FUND",
|
||||
...otherTypes.map(type => `FIGI-${type}-NEXT`),
|
||||
]);
|
||||
expect(sections[0]?.groups[0]?.positions[0].shareText).toBe("50 %");
|
||||
expect(sections[1]?.groups[0]?.positions[0].shareText).toBe("25 %");
|
||||
expect(sections[2]?.groups[1]?.positions[0].shareText).toBe("25 %");
|
||||
expect(sections[0]?.groups[0]?.positions[0].shareText).toBe("40 %");
|
||||
expect(sections[1]?.groups[0]?.positions[0].shareText).toBe("20 %");
|
||||
expect(sections[2]?.groups[1]?.positions[0].shareText).toBe("20 %");
|
||||
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", () => {
|
||||
expect(
|
||||
toAccountPagePositionSections(portfolio).map(({ groups, kind }) => ({
|
||||
@@ -110,8 +82,6 @@ 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 %",
|
||||
@@ -125,8 +95,6 @@ describe("account position sections", () => {
|
||||
{
|
||||
displayName: "Облигация",
|
||||
logoSrc: null,
|
||||
returnPercent: "-11.111111",
|
||||
returnPercentText: "-11,11 %",
|
||||
returnText: "-5 ₽",
|
||||
returnTone: "negative",
|
||||
shareText: "33,3 %",
|
||||
@@ -139,8 +107,6 @@ describe("account position sections", () => {
|
||||
{
|
||||
displayName: "Фонд",
|
||||
logoSrc: null,
|
||||
returnPercent: null,
|
||||
returnPercentText: null,
|
||||
returnText: null,
|
||||
returnTone: undefined,
|
||||
shareText: null,
|
||||
@@ -221,109 +187,3 @@ 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" }]);
|
||||
});
|
||||
});
|
||||
|
||||
@@ -1,19 +1,9 @@
|
||||
import { formatShare, type Portfolio } from "@/entities/portfolio";
|
||||
import {
|
||||
type Decimal,
|
||||
decimalFromString,
|
||||
decimalToString,
|
||||
formatDecimal,
|
||||
formatMoney,
|
||||
instrumentLogoUrl,
|
||||
sumDecimals,
|
||||
} from "@/shared/lib";
|
||||
import { 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;
|
||||
@@ -31,44 +21,10 @@ type AccountPagePositionSection = {
|
||||
|
||||
type AccountPageReturnTone = "negative" | "positive";
|
||||
|
||||
type Money = NonNullable<Portfolio["positions"][number]["absoluteReturn"]>;
|
||||
|
||||
type PositionSectionKind = "bonds"
|
||||
| "other"
|
||||
| "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(
|
||||
positions: AccountPagePosition[],
|
||||
): AccountPagePositionGroup[] {
|
||||
@@ -111,48 +67,13 @@ 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 toAccountPagePositionSections(
|
||||
portfolio: Portfolio,
|
||||
): AccountPagePositionSection[] {
|
||||
const denominators = new Map<string, number>();
|
||||
|
||||
for (const position of portfolio.positions) {
|
||||
if (position.type === "CURRENCY" || !position.currentValue) continue;
|
||||
if (!position.currentValue) continue;
|
||||
const currency = position.currentValue.currency;
|
||||
denominators.set(
|
||||
currency,
|
||||
@@ -190,8 +111,6 @@ function toPosition(
|
||||
const returnPrefix
|
||||
= isExpanded && returnValue !== null && returnValue > 0 ? "+" : "";
|
||||
|
||||
const percent = returnPercent(position);
|
||||
|
||||
return {
|
||||
...position,
|
||||
instrumentTo:
|
||||
@@ -201,10 +120,6 @@ function toPosition(
|
||||
logoSrc: isExpanded
|
||||
? instrumentLogoUrl(position.logoName)
|
||||
: null,
|
||||
returnPercent: percent,
|
||||
returnPercentText: percent
|
||||
? `${formatDecimal(formatPositionReturnPercent(percent))} %`
|
||||
: null,
|
||||
returnText: position.absoluteReturn
|
||||
? `${returnPrefix}${formatMoney(position.absoluteReturn)}`
|
||||
: null,
|
||||
@@ -247,46 +162,9 @@ 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,
|
||||
};
|
||||
|
||||
@@ -33,7 +33,6 @@ type AccountPageRecentOperations
|
||||
stale?: boolean;
|
||||
state: "loaded" | "partial";
|
||||
to: string;
|
||||
totalVisible?: boolean;
|
||||
}
|
||||
| {
|
||||
state: "empty"
|
||||
@@ -85,7 +84,6 @@ function toRecentEvents(
|
||||
items: events.data?.events.slice(0, RECENT_EVENTS_LIMIT) ?? [],
|
||||
state: "partial",
|
||||
to,
|
||||
totalVisible: false,
|
||||
};
|
||||
if (!events.data && (events.isError || events.meta?.lastAttempt.state === "failed"))
|
||||
return { state: "error", to };
|
||||
@@ -96,7 +94,6 @@ function toRecentEvents(
|
||||
items,
|
||||
state: "loaded",
|
||||
to,
|
||||
totalVisible: events.meta?.completeness === "complete",
|
||||
};
|
||||
}
|
||||
|
||||
@@ -112,12 +109,7 @@ function toRecentOperations(
|
||||
)
|
||||
return { state: "loading", to };
|
||||
if (operations.meta?.completeness === "incomplete")
|
||||
return {
|
||||
items: operations.data?.items ?? [],
|
||||
state: "partial",
|
||||
to,
|
||||
totalVisible: false,
|
||||
};
|
||||
return { items: operations.data?.items ?? [], state: "partial", to };
|
||||
if (
|
||||
!operations.data
|
||||
&& (operations.isError || operations.meta?.lastAttempt.state === "failed")
|
||||
@@ -133,7 +125,6 @@ function toRecentOperations(
|
||||
stale: operations.meta?.freshness === "stale",
|
||||
state: "loaded",
|
||||
to,
|
||||
totalVisible: operations.meta?.completeness === "complete",
|
||||
};
|
||||
}
|
||||
|
||||
|
||||
@@ -98,13 +98,21 @@
|
||||
font-family: var(--mantine-font-family-monospace);
|
||||
}
|
||||
|
||||
.tabsList {
|
||||
flex-wrap: nowrap;
|
||||
overflow-x: auto;
|
||||
.accordionControl {
|
||||
transition:
|
||||
background-color 150ms ease,
|
||||
color 150ms ease;
|
||||
}
|
||||
|
||||
.positionFilter {
|
||||
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;
|
||||
}
|
||||
|
||||
.accountPositions {
|
||||
|
||||
File diff suppressed because it is too large
Load Diff
@@ -1,48 +1,36 @@
|
||||
import type { FC } from "react";
|
||||
|
||||
import { useAccountPageVm } from "./AccountPage.vm";
|
||||
import { useAccountPageViewModel } from "./AccountPage.vm";
|
||||
import { AccountPageEmpty } from "./components/AccountPageEmpty.view";
|
||||
import { AccountPageError } from "./components/AccountPageError.view";
|
||||
import { AccountPageLoaded } from "./components/AccountPageLoaded.view";
|
||||
import { AccountPageLoading } from "./components/AccountPageLoading/AccountPageLoading.view";
|
||||
|
||||
const AccountPage: FC = () => {
|
||||
const vm = useAccountPageVm();
|
||||
if (vm.state === "loading") return <AccountPageLoading />;
|
||||
if (vm.state === "error") return <AccountPageError {...vm} />;
|
||||
if (vm.state === "empty")
|
||||
const viewModel = useAccountPageViewModel();
|
||||
if (viewModel.state === "loading") return <AccountPageLoading />;
|
||||
if (viewModel.state === "error") return <AccountPageError {...viewModel} />;
|
||||
if (viewModel.state === "empty")
|
||||
return (
|
||||
<AccountPageEmpty
|
||||
account={vm.account}
|
||||
accountId={vm.accountId}
|
||||
incomeSummary={vm.incomeSummary}
|
||||
readRetry={vm.readRetry}
|
||||
recentEvents={vm.recentEvents}
|
||||
recentOperations={vm.recentOperations}
|
||||
source={vm.source}
|
||||
account={viewModel.account}
|
||||
accountId={viewModel.accountId}
|
||||
incomeSummary={viewModel.incomeSummary}
|
||||
recentEvents={viewModel.recentEvents}
|
||||
recentOperations={viewModel.recentOperations}
|
||||
/>
|
||||
);
|
||||
|
||||
return (
|
||||
<AccountPageLoaded
|
||||
account={vm.account}
|
||||
accountId={vm.accountId}
|
||||
concentration={vm.concentration}
|
||||
currency={vm.currency}
|
||||
incomeSummary={vm.incomeSummary}
|
||||
onCurrencyChange={vm.onCurrencyChange}
|
||||
onSliceChange={vm.onSliceChange}
|
||||
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}
|
||||
account={viewModel.account}
|
||||
accountId={viewModel.accountId}
|
||||
incomeSummary={viewModel.incomeSummary}
|
||||
partial={viewModel.partial}
|
||||
portfolio={viewModel.portfolio}
|
||||
positionSections={viewModel.positionSections}
|
||||
recentEvents={viewModel.recentEvents}
|
||||
recentOperations={viewModel.recentOperations}
|
||||
/>
|
||||
);
|
||||
};
|
||||
|
||||
@@ -12,7 +12,7 @@ import { resource } from "@/test/resource";
|
||||
import { server } from "@/test/server";
|
||||
|
||||
import { portfolio } from "../../model/positions.fixtures";
|
||||
import { useAccountPageVm } from "./AccountPage.vm";
|
||||
import { useAccountPageViewModel } from "./AccountPage.vm";
|
||||
|
||||
function configureTestAuth() {
|
||||
configureAuthClient({
|
||||
@@ -102,12 +102,12 @@ function mockLoadedAccountPage() {
|
||||
);
|
||||
}
|
||||
|
||||
describe("useAccountPageVm", () => {
|
||||
describe("useAccountPageViewModel", () => {
|
||||
it("prepares recent operations and events state for presentation views", async () => {
|
||||
configureTestAuth();
|
||||
mockLoadedAccountPage();
|
||||
|
||||
const { result } = renderHook(() => useAccountPageVm(), {
|
||||
const { result } = renderHook(() => useAccountPageViewModel(), {
|
||||
wrapper: createWrapper(),
|
||||
});
|
||||
|
||||
@@ -154,7 +154,7 @@ describe("useAccountPageVm", () => {
|
||||
),
|
||||
);
|
||||
|
||||
const { result } = renderHook(() => useAccountPageVm(), {
|
||||
const { result } = renderHook(() => useAccountPageViewModel(), {
|
||||
wrapper: createWrapper(),
|
||||
});
|
||||
|
||||
@@ -194,7 +194,7 @@ it("keeps overview sections independent when their source data is incomplete", a
|
||||
),
|
||||
);
|
||||
|
||||
const { result } = renderHook(() => useAccountPageVm(), {
|
||||
const { result } = renderHook(() => useAccountPageViewModel(), {
|
||||
wrapper: createWrapper(),
|
||||
});
|
||||
|
||||
@@ -232,7 +232,7 @@ it("keeps overview sections loaded without exposing technical retry", async () =
|
||||
),
|
||||
);
|
||||
|
||||
const { result } = renderHook(() => useAccountPageVm(), {
|
||||
const { result } = renderHook(() => useAccountPageViewModel(), {
|
||||
wrapper: createWrapper(),
|
||||
});
|
||||
|
||||
|
||||
@@ -1,5 +1,3 @@
|
||||
import { useState } from "react";
|
||||
import { useTranslation } from "react-i18next";
|
||||
import { useParams } from "react-router";
|
||||
|
||||
import type { Portfolio } from "@/entities/portfolio";
|
||||
@@ -16,20 +14,12 @@ import {
|
||||
import { useIncomeSummary } from "@/entities/income";
|
||||
import { usePortfolio } from "@/entities/portfolio";
|
||||
import { useScreenSync } from "@/features/tbank-connection";
|
||||
import { apiErrorCode, isBrokerageAccessLoss, readRetry } from "@/shared/api";
|
||||
import { ApiErrorCode, apiErrorCode, isApiErrorCode } from "@/shared/api";
|
||||
import { useInitialAvailability } from "@/shared/lib";
|
||||
|
||||
import {
|
||||
type Concentration,
|
||||
concentrationCurrencies,
|
||||
type ConcentrationLabels,
|
||||
type Slice,
|
||||
toConcentration,
|
||||
} from "../../model/concentration";
|
||||
import {
|
||||
type AccountPagePositionSection,
|
||||
toAccountPagePositionSections,
|
||||
toUnrealizedReturns,
|
||||
} from "../../model/positions";
|
||||
import {
|
||||
type AccountPageIncomeSummary,
|
||||
@@ -45,10 +35,8 @@ type AccountPageContent = {
|
||||
accountId?: string;
|
||||
incomeSummary: AccountPageIncomeSummary;
|
||||
partial?: boolean;
|
||||
readRetry: AccountPageReadRetry;
|
||||
recentEvents: AccountPageRecentEvents;
|
||||
recentOperations: AccountPageRecentOperations;
|
||||
source?: InvestmentResourceMeta;
|
||||
};
|
||||
|
||||
type AccountPageEmptyViewModel = AccountPageContent & {
|
||||
@@ -56,47 +44,27 @@ type AccountPageEmptyViewModel = 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;
|
||||
positionSections: AccountPagePositionSection[];
|
||||
slice: Slice;
|
||||
source?: InvestmentResourceMeta;
|
||||
state: "loaded";
|
||||
tab: string;
|
||||
unrealizedReturns: Portfolio["totalsByCurrency"];
|
||||
};
|
||||
|
||||
type AccountPageReadRetry = ReturnType<typeof readRetry>;
|
||||
|
||||
type AccountPageViewModel
|
||||
= | AccountPageEmptyViewModel
|
||||
| AccountPageLoadedViewModel
|
||||
| { code?: string; readRetry: AccountPageReadRetry; state: "error" }
|
||||
| { code?: string; state: "error" }
|
||||
| { state: "loading" };
|
||||
|
||||
function useAccountPageVm(): AccountPageViewModel {
|
||||
function isPortfolioAccessFailure(code?: string) {
|
||||
return isApiErrorCode(code, ApiErrorCode.Forbidden)
|
||||
|| isApiErrorCode(code, ApiErrorCode.InvalidTbankToken)
|
||||
|| isApiErrorCode(code, ApiErrorCode.NotFound)
|
||||
|| isApiErrorCode(code, ApiErrorCode.TbankNotConnected);
|
||||
}
|
||||
|
||||
function useAccountPageViewModel(): AccountPageViewModel {
|
||||
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 operations = useBrokerageOperations(accountId, {
|
||||
@@ -116,9 +84,7 @@ function useAccountPageVm(): AccountPageViewModel {
|
||||
]);
|
||||
|
||||
const code = apiErrorCode(portfolio.error);
|
||||
// The portfolio drives this screen; the retry repeats only its GET.
|
||||
const retry = readRetry([portfolio]);
|
||||
const isAccessFailure = isBrokerageAccessLoss(code);
|
||||
const isAccessFailure = isPortfolioAccessFailure(code);
|
||||
|
||||
const availability = useInitialAvailability({
|
||||
hasContent: !!portfolio.data,
|
||||
@@ -127,13 +93,12 @@ function useAccountPageVm(): AccountPageViewModel {
|
||||
isFetching: portfolio.isFetching,
|
||||
});
|
||||
|
||||
if (isAccessFailure)
|
||||
return { code, readRetry: retry, state: "error" as const };
|
||||
if (isAccessFailure) return { code, state: "error" as const };
|
||||
|
||||
if (!portfolio.data)
|
||||
return availability === "unavailable"
|
||||
? { code, readRetry: retry, state: "error" as const }
|
||||
: { state: "loading" as const };
|
||||
return {
|
||||
state: availability === "unavailable" ? "error" : "loading",
|
||||
} as const;
|
||||
|
||||
const account = accounts.data?.find(item => item.id === accountId);
|
||||
const recentOperations = toRecentOperations(accountId, operations);
|
||||
@@ -150,53 +115,25 @@ function useAccountPageVm(): AccountPageViewModel {
|
||||
account,
|
||||
accountId,
|
||||
incomeSummary,
|
||||
readRetry: retry,
|
||||
recentEvents,
|
||||
recentOperations,
|
||||
source: portfolio.meta,
|
||||
state: "empty" as const,
|
||||
};
|
||||
|
||||
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 {
|
||||
account,
|
||||
accountId,
|
||||
concentration,
|
||||
currency,
|
||||
incomeSummary,
|
||||
onCurrencyChange: value => updateSelection({ currency: value }),
|
||||
onSliceChange: slice => updateSelection({ slice }),
|
||||
onTabChange: tab => updateSelection({ tab: tab ?? "positions" }),
|
||||
partial: isPartial,
|
||||
portfolio: portfolio.data,
|
||||
positionSections: toAccountPagePositionSections(portfolio.data),
|
||||
readRetry: retry,
|
||||
recentEvents,
|
||||
recentOperations,
|
||||
slice: current.slice,
|
||||
source: portfolio.meta,
|
||||
state: "loaded" as const,
|
||||
tab: current.tab,
|
||||
unrealizedReturns: toUnrealizedReturns(portfolio.data.positions),
|
||||
};
|
||||
}
|
||||
|
||||
export { useAccountPageVm };
|
||||
export { useAccountPageViewModel };
|
||||
|
||||
@@ -5,10 +5,9 @@ import { StateView } from "@wealthledger/ui";
|
||||
import { useTranslation } from "react-i18next";
|
||||
|
||||
import type { BrokerageAccount } from "@/entities/brokerage-account";
|
||||
import type { InvestmentResourceMeta } from "@/shared/api";
|
||||
|
||||
import { BrokerageEventsPreview } from "@/entities/brokerage-event";
|
||||
import { ReadRetry, type ReadRetryProps, SourceSyncStatus } from "@/shared/ui";
|
||||
import { PortfolioStructure } from "@/widgets/portfolio-structure";
|
||||
|
||||
import type {
|
||||
AccountPageIncomeSummary,
|
||||
@@ -18,17 +17,14 @@ import type {
|
||||
|
||||
import { AccountHeading } from "./AccountHeading.view";
|
||||
import { IncomeSummary } from "./IncomeSummary.view";
|
||||
import { PortfolioStructure } from "./PortfolioStructure/PortfolioStructure";
|
||||
import { RecentOperations } from "./RecentOperations.view";
|
||||
|
||||
type AccountPageEmptyProps = {
|
||||
account?: BrokerageAccount;
|
||||
accountId?: string;
|
||||
incomeSummary?: AccountPageIncomeSummary;
|
||||
readRetry?: ReadRetryProps;
|
||||
recentEvents: AccountPageRecentEvents;
|
||||
recentOperations: AccountPageRecentOperations;
|
||||
source?: InvestmentResourceMeta;
|
||||
};
|
||||
|
||||
const AccountPageEmpty: FC<AccountPageEmptyProps> = (props) => {
|
||||
@@ -44,29 +40,15 @@ const AccountPageEmpty: FC<AccountPageEmptyProps> = (props) => {
|
||||
<Stack>
|
||||
<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")} />
|
||||
|
||||
<PortfolioStructure
|
||||
structure={{ currencies: [], unvaluedCategories: [] }}
|
||||
/>
|
||||
|
||||
<RecentOperations
|
||||
allAccounts={props.accountId === "all"}
|
||||
operations={props.recentOperations}
|
||||
/>
|
||||
<RecentOperations operations={props.recentOperations} />
|
||||
|
||||
<BrokerageEventsPreview
|
||||
allAccounts={props.accountId === "all"}
|
||||
events={props.recentEvents}
|
||||
/>
|
||||
<BrokerageEventsPreview events={props.recentEvents} />
|
||||
|
||||
{!!props.incomeSummary && <IncomeSummary {...props.incomeSummary} />}
|
||||
</Stack>
|
||||
|
||||
@@ -6,12 +6,8 @@ import { useTranslation } from "react-i18next";
|
||||
import { Link } from "react-router";
|
||||
|
||||
import { ApiErrorCode, isApiErrorCode } from "@/shared/api";
|
||||
import { ReadRetryButton, type ReadRetryProps } from "@/shared/ui";
|
||||
|
||||
type AccountPageErrorProps = {
|
||||
code?: string;
|
||||
readRetry?: ReadRetryProps;
|
||||
};
|
||||
type AccountPageErrorProps = { code?: string };
|
||||
|
||||
const AccountPageError: FC<AccountPageErrorProps> = (props) => {
|
||||
const { code } = props;
|
||||
@@ -47,18 +43,8 @@ const AccountPageError: FC<AccountPageErrorProps> = (props) => {
|
||||
/>
|
||||
);
|
||||
|
||||
const retry = props.readRetry?.exhausted
|
||||
? (
|
||||
<ReadRetryButton
|
||||
onRetry={props.readRetry.onRetry}
|
||||
retrying={props.readRetry.retrying}
|
||||
/>
|
||||
)
|
||||
: undefined;
|
||||
|
||||
return (
|
||||
<StateView
|
||||
action={retry}
|
||||
text={t("states.unavailableText")}
|
||||
title={t("states.unavailableTitle")}
|
||||
/>
|
||||
|
||||
@@ -1,12 +1,6 @@
|
||||
import {
|
||||
Alert,
|
||||
Group,
|
||||
SegmentedControl,
|
||||
Stack,
|
||||
Tabs,
|
||||
Text,
|
||||
} from "@mantine/core";
|
||||
import { type FC, useState } from "react";
|
||||
import type { FC } from "react";
|
||||
|
||||
import { Accordion, Alert, Stack } from "@mantine/core";
|
||||
import { useTranslation } from "react-i18next";
|
||||
|
||||
import type { BrokerageAccount } from "@/entities/brokerage-account";
|
||||
@@ -14,10 +8,9 @@ import type { Portfolio } from "@/entities/portfolio";
|
||||
import type { InvestmentResourceMeta } from "@/shared/api";
|
||||
|
||||
import { BrokerageEventsPreview } from "@/entities/brokerage-event";
|
||||
import { formatMoney } from "@/shared/lib";
|
||||
import { ReadRetry, type ReadRetryProps, SourceSyncStatus } from "@/shared/ui";
|
||||
import { SourceSyncStatus } from "@/shared/ui";
|
||||
import { PortfolioStructure } from "@/widgets/portfolio-structure";
|
||||
|
||||
import type { Concentration as ConcentrationModel, Slice } from "../../../model/concentration";
|
||||
import type { AccountPagePositionSection } from "../../../model/positions";
|
||||
import type {
|
||||
AccountPageIncomeSummary,
|
||||
@@ -27,55 +20,33 @@ import type {
|
||||
|
||||
import classes from "../AccountPage.module.css";
|
||||
import { AccountHeading } from "./AccountHeading.view";
|
||||
import { Concentration } from "./Concentration/Concentration.view";
|
||||
import { CurrencyCards } from "./CurrencyCards/CurrencyCards.view";
|
||||
import { IncomeSummary } from "./IncomeSummary.view";
|
||||
import { PortfolioStructure } from "./PortfolioStructure/PortfolioStructure";
|
||||
import { PositionSection } from "./PositionSection.view";
|
||||
import { RecentOperations } from "./RecentOperations.view";
|
||||
|
||||
type AccountPageLoadedProps = {
|
||||
account?: BrokerageAccount;
|
||||
accountId?: string;
|
||||
concentration: ConcentrationModel | null;
|
||||
currency: null | string;
|
||||
incomeSummary?: AccountPageIncomeSummary;
|
||||
onCurrencyChange: (currency: null | string) => void;
|
||||
onSliceChange: (slice: Slice) => void;
|
||||
onTabChange: (tab: null | string) => void;
|
||||
partial?: boolean;
|
||||
portfolio: Portfolio;
|
||||
positionSections: AccountPagePositionSection[];
|
||||
readRetry?: ReadRetryProps;
|
||||
recentEvents: AccountPageRecentEvents;
|
||||
recentOperations: AccountPageRecentOperations;
|
||||
slice: Slice;
|
||||
source?: InvestmentResourceMeta;
|
||||
tab: string;
|
||||
unrealizedReturns: Portfolio["totalsByCurrency"];
|
||||
};
|
||||
|
||||
const AccountPageLoaded: FC<AccountPageLoadedProps> = (props) => {
|
||||
const { t } = useTranslation();
|
||||
const [filter, setFilter] = useState<string>();
|
||||
const tab = props.tab;
|
||||
|
||||
const onTabChange = props.onTabChange;
|
||||
|
||||
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,
|
||||
}));
|
||||
const defaultValue = [
|
||||
...props.positionSections.map(section => section.kind),
|
||||
"cash",
|
||||
"recentOperations",
|
||||
"recentEvents",
|
||||
"incomeSummary",
|
||||
];
|
||||
|
||||
return (
|
||||
<Stack gap="lg">
|
||||
@@ -87,34 +58,10 @@ const AccountPageLoaded: FC<AccountPageLoadedProps> = (props) => {
|
||||
stale={props.source?.freshness === "stale"}
|
||||
/>
|
||||
|
||||
{!!props.readRetry && <ReadRetry {...props.readRetry} />}
|
||||
|
||||
{props.partial
|
||||
? tab !== "concentration" && (
|
||||
<Alert role="status">{t("investment.partial")}</Alert>
|
||||
)
|
||||
? <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}
|
||||
@@ -122,98 +69,70 @@ const AccountPageLoaded: FC<AccountPageLoadedProps> = (props) => {
|
||||
/>
|
||||
)}
|
||||
|
||||
<Tabs
|
||||
classNames={{ list: classes.tabsList }}
|
||||
keepMounted={false}
|
||||
onChange={onTabChange}
|
||||
value={tab}
|
||||
<Accordion
|
||||
classNames={{
|
||||
chevron: classes.accordionChevron,
|
||||
control: classes.accordionControl,
|
||||
label: classes.accordionLabel,
|
||||
panel: classes.accordionPanel,
|
||||
}}
|
||||
defaultValue={defaultValue}
|
||||
multiple
|
||||
>
|
||||
<Tabs.List aria-label={t("portfolio.sections")} mb="md">
|
||||
<Tabs.Tab value="positions">
|
||||
{t("portfolio.tabs.positions")}
|
||||
</Tabs.Tab>
|
||||
{props.positionSections.map(section => (
|
||||
<Accordion.Item key={section.kind} value={section.kind}>
|
||||
<Accordion.Control>
|
||||
{t(positionSectionTitleKey(section.kind))}
|
||||
</Accordion.Control>
|
||||
|
||||
{props.accountId !== "all" && (
|
||||
<Tabs.Tab value="concentration">
|
||||
{t("portfolio.concentration.title")}
|
||||
</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>
|
||||
|
||||
<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.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} />
|
||||
)}
|
||||
|
||||
{activeSection && <PositionSection section={activeSection} />}
|
||||
</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>
|
||||
</Accordion.Panel>
|
||||
</Accordion.Item>
|
||||
</Accordion>
|
||||
</Stack>
|
||||
);
|
||||
};
|
||||
|
||||
function positionSectionTitleKey(kind: AccountPagePositionSection["kind"]) {
|
||||
if (kind === "stocks") return "portfolio.stocks";
|
||||
|
||||
return kind === "bonds" ? "portfolio.bonds" : "portfolio.otherPositions";
|
||||
}
|
||||
|
||||
export { AccountPageLoaded };
|
||||
|
||||
+1
-3
@@ -34,9 +34,7 @@ const AccountPageLoading: FC = () => {
|
||||
|
||||
<Skeleton height={260} radius="sm" />
|
||||
|
||||
<Skeleton height={40} radius="sm" />
|
||||
|
||||
<Skeleton height={220} radius="sm" />
|
||||
{["first", "second", "third"].map(placeholder => <Skeleton height={52} key={placeholder} radius="sm" />)}
|
||||
</LoadingSkeleton>
|
||||
);
|
||||
};
|
||||
|
||||
@@ -1,111 +0,0 @@
|
||||
.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; }
|
||||
}
|
||||
@@ -1,330 +0,0 @@
|
||||
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";
|
||||
|
||||
type IncomeSummaryProps = { moreLabel?: string } & (
|
||||
| {
|
||||
type IncomeSummaryProps
|
||||
= | {
|
||||
state: "empty";
|
||||
to: string;
|
||||
}
|
||||
@@ -27,8 +27,7 @@ type IncomeSummaryProps = { moreLabel?: string } & (
|
||||
| {
|
||||
state: "partial";
|
||||
to: string;
|
||||
}
|
||||
);
|
||||
};
|
||||
|
||||
const IncomeSummary: FC<IncomeSummaryProps> = (props) => {
|
||||
const { t } = useTranslation();
|
||||
@@ -57,7 +56,7 @@ const IncomeSummary: FC<IncomeSummaryProps> = (props) => {
|
||||
<Text c="dimmed">{t("income.summaryEmpty")}</Text>
|
||||
|
||||
<Button component={Link} to={props.to} variant="subtle">
|
||||
{props.moreLabel ?? t("income.open")}
|
||||
{t("income.open")}
|
||||
</Button>
|
||||
</Stack>
|
||||
);
|
||||
@@ -76,7 +75,7 @@ const IncomeSummary: FC<IncomeSummaryProps> = (props) => {
|
||||
))}
|
||||
|
||||
<Button component={Link} to={props.to} variant="subtle">
|
||||
{props.moreLabel ?? t("income.open")}
|
||||
{t("income.open")}
|
||||
</Button>
|
||||
</Stack>
|
||||
);
|
||||
|
||||
@@ -12,15 +12,11 @@ const syntheticPosition
|
||||
displayName: "Учебные технологии",
|
||||
figi: null,
|
||||
isin: null,
|
||||
issuer: null,
|
||||
logoName: null,
|
||||
logoSrc: null,
|
||||
quantity: "100",
|
||||
returnPercent: "25",
|
||||
returnPercentText: "+25,00 %",
|
||||
returnText: "+5 000 ₽",
|
||||
returnTone: "positive",
|
||||
sector: null,
|
||||
shareText: "20%",
|
||||
ticker: "DEMO",
|
||||
type: "STOCK",
|
||||
@@ -77,8 +73,6 @@ 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%",
|
||||
@@ -129,8 +123,6 @@ export const MissingValuation: Story
|
||||
averagePurchasePrice: null,
|
||||
currentValue: null,
|
||||
displayName: "Учебная позиция без текущей оценки",
|
||||
returnPercent: null,
|
||||
returnPercentText: null,
|
||||
returnText: null,
|
||||
returnTone: undefined,
|
||||
shareText: null,
|
||||
|
||||
@@ -6,10 +6,7 @@ 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";
|
||||
@@ -29,15 +26,8 @@ const PositionCard: FC<PositionCardProps> = (props) => {
|
||||
: undefined;
|
||||
|
||||
let returnText = position.returnText;
|
||||
|
||||
if (returnText && position.returnPercentText) {
|
||||
returnText += ` · ${position.returnPercentText}`;
|
||||
}
|
||||
|
||||
if (returnText && !isExpanded) {
|
||||
if (returnText && !isExpanded)
|
||||
returnText = t("portfolio.return", { value: returnText });
|
||||
}
|
||||
|
||||
const instrumentTo = position.instrumentTo;
|
||||
|
||||
const identifier
|
||||
|
||||
@@ -6,10 +6,7 @@ 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";
|
||||
@@ -63,16 +60,6 @@ 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}
|
||||
@@ -102,7 +89,9 @@ const PositionGroupCard: FC<PositionGroupCardProps> = (props) => {
|
||||
|
||||
{!!position.returnText && (
|
||||
<Text className={appearanceClass} size="sm">
|
||||
{returnText}
|
||||
{kind === "other"
|
||||
? t("portfolio.return", { value: position.returnText })
|
||||
: position.returnText}
|
||||
</Text>
|
||||
)}
|
||||
</Group>
|
||||
|
||||
@@ -5,18 +5,11 @@ import { LoadingSkeleton } from "@wealthledger/ui";
|
||||
import { useTranslation } from "react-i18next";
|
||||
import { Link } from "react-router";
|
||||
|
||||
import {
|
||||
brokerageOperationGroupKey,
|
||||
LedgerEntryRow,
|
||||
OperationGroup,
|
||||
} from "@/entities/broker-operation";
|
||||
import { groupItems } from "@/shared/lib";
|
||||
import { LedgerEntryRow } from "@/entities/broker-operation";
|
||||
|
||||
import type { AccountPageRecentOperations } from "../../../model/previews";
|
||||
|
||||
type RecentOperationsProps = {
|
||||
allAccounts?: boolean;
|
||||
moreLabel?: string;
|
||||
operations: AccountPageRecentOperations;
|
||||
};
|
||||
|
||||
@@ -38,44 +31,20 @@ const RecentOperations: FC<RecentOperationsProps> = (props) => {
|
||||
|
||||
{operations.state === "partial" && <Text role="status">{t("investment.partial")}</Text>}
|
||||
|
||||
{(operations.state === "loaded" || operations.state === "partial") && (
|
||||
<Stack
|
||||
component="ul"
|
||||
gap="sm"
|
||||
m={0}
|
||||
p={0}
|
||||
style={{ listStyle: "none" }}
|
||||
>
|
||||
{groupItems(
|
||||
operations.items.map(operation => ({
|
||||
key: JSON.stringify([
|
||||
operation.account?.id,
|
||||
operation.id,
|
||||
operation.logoName,
|
||||
]),
|
||||
operation,
|
||||
})),
|
||||
entry => props.allAccounts
|
||||
? brokerageOperationGroupKey(entry.operation)
|
||||
: null,
|
||||
).map(entry => entry.type === "group"
|
||||
? (
|
||||
<OperationGroup
|
||||
entries={entry.items}
|
||||
key={entry.key}
|
||||
totalVisible={operations.totalVisible === true}
|
||||
/>
|
||||
)
|
||||
: (
|
||||
<li key={entry.item.key}>
|
||||
<LedgerEntryRow operation={entry.item.operation} />
|
||||
</li>
|
||||
))}
|
||||
</Stack>
|
||||
)}
|
||||
{(operations.state === "loaded" || operations.state === "partial")
|
||||
&& operations.items.map(operation => (
|
||||
<LedgerEntryRow
|
||||
key={JSON.stringify([
|
||||
operation.account?.id,
|
||||
operation.id,
|
||||
operation.logoName,
|
||||
])}
|
||||
operation={operation}
|
||||
/>
|
||||
))}
|
||||
|
||||
<Button component={Link} to={operations.to} variant="subtle">
|
||||
{props.moreLabel ?? t("ledger.open")}
|
||||
{t("ledger.open")}
|
||||
</Button>
|
||||
</Stack>
|
||||
);
|
||||
|
||||
@@ -36,8 +36,6 @@ 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();
|
||||
|
||||
@@ -37,14 +37,10 @@ it("keeps expanded positions vertical while other positions adapt to the viewpor
|
||||
displayName: `Инструмент ${index}`,
|
||||
figi: null,
|
||||
isin: null,
|
||||
issuer: null,
|
||||
logoName: null,
|
||||
logoSrc: null,
|
||||
quantity: "10",
|
||||
returnPercent: null,
|
||||
returnPercentText: null,
|
||||
returnText: null,
|
||||
sector: null,
|
||||
shareText: null,
|
||||
ticker: null,
|
||||
type: kind === "stocks" ? "STOCK" : otherType,
|
||||
|
||||
@@ -1,6 +1,6 @@
|
||||
import { MantineProvider } from "@mantine/core";
|
||||
import { type QueryClient, QueryClientProvider } from "@tanstack/react-query";
|
||||
import { fireEvent, render, screen, waitFor } from "@testing-library/react";
|
||||
import { render, screen, waitFor } from "@testing-library/react";
|
||||
import { http, HttpResponse } from "msw";
|
||||
import { MemoryRouter } from "react-router";
|
||||
import { describe, expect, it, vi } from "vitest";
|
||||
@@ -31,19 +31,6 @@ function configureTestAuth() {
|
||||
});
|
||||
}
|
||||
|
||||
function portfolioSummary(totals: { currency: string; value: string }[]) {
|
||||
return {
|
||||
bondPositionCount: 1,
|
||||
cashBalances: [],
|
||||
fundPositionCount: 0,
|
||||
stockPositionCount: 0,
|
||||
structure: { currencies: [], unvaluedCategories: [] },
|
||||
totalPositionCount: 1,
|
||||
totalsByCurrency: totals,
|
||||
unrealizedReturnByCurrency: [],
|
||||
};
|
||||
}
|
||||
|
||||
function renderPage(queryClient: QueryClient) {
|
||||
configureTestAuth();
|
||||
|
||||
@@ -59,65 +46,6 @@ function renderPage(queryClient: QueryClient) {
|
||||
}
|
||||
|
||||
describe("AccountsPage", () => {
|
||||
it("summarizes currencies separately and reports excluded accounts", async () => {
|
||||
server.use(http.get("*/api/v1/brokerage-accounts", () =>
|
||||
HttpResponse.json(resource([
|
||||
{
|
||||
...account,
|
||||
portfolioSummary: portfolioSummary([
|
||||
{ currency: "RUB", value: "100.10" },
|
||||
{ currency: "USD", value: "20" },
|
||||
]),
|
||||
},
|
||||
{
|
||||
...account,
|
||||
id: "account-2",
|
||||
name: "Второй",
|
||||
portfolioSummary: portfolioSummary([
|
||||
{ currency: "RUB", value: "50.20" },
|
||||
]),
|
||||
},
|
||||
{
|
||||
...account,
|
||||
id: "account-3",
|
||||
name: "Без сводки",
|
||||
portfolioSummary: null,
|
||||
},
|
||||
{
|
||||
...account,
|
||||
id: "account-4",
|
||||
name: "Только деньги",
|
||||
portfolioSummary: {
|
||||
...portfolioSummary([{ currency: "RUB", value: "25" }]),
|
||||
bondPositionCount: 0,
|
||||
cashBalances: [{ currency: "RUB", value: "25" }],
|
||||
totalPositionCount: 0,
|
||||
},
|
||||
},
|
||||
{
|
||||
...account,
|
||||
id: "account-5",
|
||||
name: "Без сумм",
|
||||
portfolioSummary: {
|
||||
...portfolioSummary([]),
|
||||
totalPositionCount: 0,
|
||||
},
|
||||
},
|
||||
])),
|
||||
));
|
||||
const client = createTestQueryClient();
|
||||
|
||||
renderPage(client);
|
||||
|
||||
expect(await screen.findByText("175,30 ₽")).toBeInTheDocument();
|
||||
expect(screen.getAllByText("20,00 USD")).not.toHaveLength(0);
|
||||
expect(screen.getByText("5 счетов")).toBeInTheDocument();
|
||||
expect(screen.getByText("Нет текущих сумм")).toBeInTheDocument();
|
||||
expect(screen.getByText(
|
||||
"Ещё 1 счёт не включён: нет актуального портфеля",
|
||||
)).toBeInTheDocument();
|
||||
});
|
||||
|
||||
it("loads accounts after retrying an initial HTTP failure", async () => {
|
||||
const modes: (null | string)[] = [];
|
||||
server.use(
|
||||
@@ -261,101 +189,6 @@ describe("AccountsPage", () => {
|
||||
});
|
||||
});
|
||||
|
||||
// Automatic read retries wait 1s + 2s before the failure is final.
|
||||
const RETRIES_EXHAUSTED_MS = 6000;
|
||||
const TEST_MS = 10_000;
|
||||
|
||||
describe("exhausted read retries", () => {
|
||||
it(
|
||||
"keeps the cached list, warns and retries the same accounts GET",
|
||||
{ timeout: TEST_MS },
|
||||
async () => {
|
||||
let isFailing = false;
|
||||
let requests = 0;
|
||||
server.use(
|
||||
http.get("*/api/v1/brokerage-accounts", () => {
|
||||
requests += 1;
|
||||
if (isFailing)
|
||||
return HttpResponse.json(
|
||||
{ code: "TBANK_UNAVAILABLE" },
|
||||
{ status: 503 },
|
||||
);
|
||||
|
||||
return HttpResponse.json(resource([account]));
|
||||
}),
|
||||
);
|
||||
const queryClient = createTestQueryClient();
|
||||
renderPage(queryClient);
|
||||
await screen.findByText("Основной");
|
||||
expect(screen.queryByRole("button", { name: "Повторить" }))
|
||||
.not.toBeInTheDocument();
|
||||
|
||||
isFailing = true;
|
||||
void queryClient.invalidateQueries({
|
||||
queryKey: brokerageAccountsQueryKey,
|
||||
});
|
||||
|
||||
const retry = await screen.findByRole(
|
||||
"button",
|
||||
{ name: "Повторить" },
|
||||
{ timeout: RETRIES_EXHAUSTED_MS },
|
||||
);
|
||||
|
||||
expect(screen.getByText("Не удалось обновить данные")).toBeInTheDocument();
|
||||
expect(screen.getByText("Основной")).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);
|
||||
expect(screen.getByText("Основной")).toBeInTheDocument();
|
||||
},
|
||||
);
|
||||
|
||||
it(
|
||||
"offers retry on the unavailable state after an initial failure",
|
||||
{ timeout: TEST_MS },
|
||||
async () => {
|
||||
let isFailing = true;
|
||||
server.use(
|
||||
http.get("*/api/v1/brokerage-accounts", () =>
|
||||
isFailing
|
||||
? HttpResponse.json({ code: "TBANK_UNAVAILABLE" }, { status: 503 })
|
||||
: HttpResponse.json(resource([account]))),
|
||||
);
|
||||
renderPage(createTestQueryClient());
|
||||
|
||||
const retry = await screen.findByRole(
|
||||
"button",
|
||||
{ name: "Повторить" },
|
||||
{ timeout: RETRIES_EXHAUSTED_MS },
|
||||
);
|
||||
|
||||
isFailing = false;
|
||||
fireEvent.click(retry);
|
||||
|
||||
expect(await screen.findByText("Основной")).toBeInTheDocument();
|
||||
},
|
||||
);
|
||||
|
||||
it("does not offer a plain retry when the connection is lost", async () => {
|
||||
server.use(
|
||||
http.get("*/api/v1/brokerage-accounts", () =>
|
||||
HttpResponse.json({ code: "TBANK_NOT_CONNECTED" }, { status: 409 })),
|
||||
);
|
||||
renderPage(createTestQueryClient());
|
||||
|
||||
expect(await screen.findByRole("link", { name: "Открыть настройки T-Bank" }))
|
||||
.toBeInTheDocument();
|
||||
expect(screen.queryByRole("button", { name: "Повторить" }))
|
||||
.not.toBeInTheDocument();
|
||||
});
|
||||
});
|
||||
|
||||
it.each(["none", "failed"] as const)(
|
||||
"keeps incomplete empty membership distinct from no accounts (attempt=%s)",
|
||||
async (state) => {
|
||||
|
||||
Some files were not shown because too many files have changed in this diff Show More
Reference in New Issue
Block a user