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

2026-11-08T14:22:27+03:00

codex-bot commented

2026-11-08 14:22:27 +03:00

Summary

New «Результат» tab on the account page and in «Все счета», built to approved prototype variant A:

KPIs: return, profit, «Те же деньги в индексе Мосбиржи», opening/lagging the market;
chart: net invested (step line), index, dashed reference index, current-value marker;
«Как считали» section.

Linked Issue

WealthLedger/main#54 · backend: WealthLedger/backend (feature/54) · spec: WealthLedger/specs#85

Changes

shared/lib: formatSignedPercent, formatPercentagePoints (U+2212 minus, no negative zero).
OpenAPI snapshot from backend + regenerated types; entity performance / usePerformance. The query runs only while the tab is open.
model/performance.ts:
- tone follows the displayed (rounded) text;
- reasons mapped to human text, unknown reason → generic text.
States: skeleton, local error with retry (other tabs unaffected), unavailable with reasons, syncing, incomplete with excluded accounts, period under a year («за N дн.», never «годовых»), index unavailable.
Index codes appear only in «Как считали».
Storybook stories: Ahead / Behind / ShortHistory / Incomplete.

Verification

npm run verify: 79 files / 590 tests passed; openapi:check, eslint, knip, depcruise, vite and storybook builds ok.
Browser check of the Storybook build at 1200px and 390px, all 4 stories: no horizontal overflow, dashed reference line, current-value reference line, ru dates on the axis, aria-label with totals.

Notes

The snapshot diff also includes older backend contract changes (removed sync=observe, tbank-sync/{id}). Generated types still compile and all tests pass.

## Summary New «Результат» tab on the account page and in «Все счета», built to approved prototype variant A: - KPIs: return, profit, «Те же деньги в индексе Мосбиржи», opening/lagging the market; - chart: net invested (step line), index, dashed reference index, current-value marker; - «Как считали» section. ## Linked Issue WealthLedger/main#54 · backend: WealthLedger/backend (feature/54) · spec: WealthLedger/specs#85 ## Changes - `shared/lib`: `formatSignedPercent`, `formatPercentagePoints` (U+2212 minus, no negative zero). - OpenAPI snapshot from backend + regenerated types; entity `performance` / `usePerformance`. The query runs only while the tab is open. - `model/performance.ts`: - tone follows the displayed (rounded) text; - reasons mapped to human text, unknown reason → generic text. - States: skeleton, local error with retry (other tabs unaffected), unavailable with reasons, syncing, incomplete with excluded accounts, period under a year («за N дн.», never «годовых»), index unavailable. - Index codes appear only in «Как считали». - Storybook stories: Ahead / Behind / ShortHistory / Incomplete. ## Verification - `npm run verify`: 79 files / 590 tests passed; openapi:check, eslint, knip, depcruise, vite and storybook builds ok. - Browser check of the Storybook build at 1200px and 390px, all 4 stories: no horizontal overflow, dashed reference line, current-value reference line, ru dates on the axis, `aria-label` with totals. ## Notes The snapshot diff also includes older backend contract changes (removed `sync=observe`, `tbank-sync/{id}`). Generated types still compile and all tests pass.

codex-bot added 2 commits 2026-11-08 14:22:27 +03:00

feat(shared): add signed percent and percentage-point formatters (WealthLedger/main#54 ) 010e3ab8af

feat(performance): consume investment performance API contract (WealthLedger/main#54 ) 21383852d9

codex-bot referenced this pull request from WealthLedger/main

2026-11-08 14:22:41 +03:00

Показать доходность инвестиций (XIRR) и сравнение с индексом MCFTRR/IMOEX #54

codex-bot changed title from ~~feat(account): Result tab — return vs Moscow Exchange index (WealthLedger/main#54)~~ to feat(account): add performance tab vs Moscow Exchange index (WealthLedger/main#54)

2026-11-08 16:22:09 +03:00

ksv741 added 1 commit 2026-11-08 16:26:15 +03:00

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

Frontend verify / commits (pull_request) Successful in 39s

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01689e2881

ksv741 force-pushed feature/54-investment-performance-vs-index from 2abbb3e329 to 01689e2881

2026-11-08 16:26:15 +03:00

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codex-bot merged commit e2062ce837 into develop

2026-11-08 16:49:39 +03:00

codex-bot deleted branch feature/54-investment-performance-vs-index

2026-11-08 16:49:39 +03:00

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Reference: WealthLedger/frontend#167