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frontend/src/entities/broker-operation/model/display.ts
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feat: clarify grouped coupon payouts (#162) (#165)
2026-11-07 11:18:07 +03:00

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import { formatMoney, formatSnapshotDay } from "@/shared/lib";
import type { BrokerageOperation } from "../api/useBrokerageOperations";
enum OperationType {
Buy = "OPERATION_TYPE_BUY",
BuyCard = "OPERATION_TYPE_BUY_CARD",
BuyMargin = "OPERATION_TYPE_BUY_MARGIN",
Coupon = "OPERATION_TYPE_COUPON",
DivExtension = "OPERATION_TYPE_DIV_EXT",
Dividend = "OPERATION_TYPE_DIVIDEND",
DividendTransfer = "OPERATION_TYPE_DIVIDEND_TRANSFER",
InputSecurities = "OPERATION_TYPE_INPUT_SECURITIES",
OutputSecurities = "OPERATION_TYPE_OUTPUT_SECURITIES",
Sell = "OPERATION_TYPE_SELL",
SellCard = "OPERATION_TYPE_SELL_CARD",
SellMargin = "OPERATION_TYPE_SELL_MARGIN",
}
const operationTransferPrefix = "OPERATION_TYPE_TRANS_";
type PaymentPresentation = {
amount: string;
label: string;
tone: "negative"
| "neutral"
| "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)
? "ledger.entryLabel.income.coupon"
: "ledger.entryLabel.income.dividend";
return `ledger.category.${operation.category}`;
}
function isCouponPayment(operation: BrokerageOperation): boolean {
return isOperationType(operation.type, OperationType.Coupon);
}
function isIncomePayment(operation: BrokerageOperation): boolean {
return [OperationType.Coupon, OperationType.Dividend].some(type =>
isOperationType(operation.type, type),
);
}
function isOperationType(value: unknown, expected: OperationType): boolean {
return value === expected;
}
function isZeroDecimal(value: string): boolean {
return /^-?0$|^-?0\.0+$/.test(value);
}
function operationLabelKey(type: string): string {
if (
[OperationType.Buy, OperationType.BuyCard, OperationType.BuyMargin].some(
candidate => isOperationType(type, candidate),
)
)
return "ledger.operationType.buy";
if (
[OperationType.Sell, OperationType.SellCard, OperationType.SellMargin].some(
candidate => isOperationType(type, candidate),
)
)
return "ledger.operationType.sell";
if (
[
OperationType.DivExtension,
OperationType.Dividend,
OperationType.DividendTransfer,
].some(candidate => isOperationType(type, candidate))
)
return "ledger.operationType.dividend";
if (type.includes("TAX")) return "ledger.operationType.tax";
if (type.includes("FEE")) return "ledger.operationType.fee";
if (isOperationType(type, OperationType.InputSecurities))
return "ledger.operationType.input";
if (isOperationType(type, OperationType.OutputSecurities))
return "ledger.operationType.output";
return type.startsWith(operationTransferPrefix)
? "ledger.operationType.transfer"
: "ledger.operationType.other";
}
function paymentPresentation(
operation: BrokerageOperation,
): PaymentPresentation {
if (!operation.payment)
return {
amount: "—",
label: "ledger.noMoney",
tone: "neutral",
};
if (isZeroDecimal(operation.payment.value))
return {
amount: formatMoney(operation.payment),
label: "ledger.noMoney",
tone: "neutral",
};
if (operation.payment.value.startsWith("-"))
return {
amount: `−${formatMoney({
...operation.payment,
value: operation.payment.value.slice(1),
})}`,
label: entryLabelKey(operation),
tone: "negative",
};
return {
amount: `+${formatMoney(operation.payment)}`,
label: entryLabelKey(operation),
tone: "positive",
};
}
export {
brokerageOperationGroupKey,
entryLabelKey,
isCouponPayment,
isIncomePayment,
isZeroDecimal,
operationLabelKey,
paymentPresentation,
};