feat: add portfolio valuation history

This commit is contained in:
2026-08-27 08:16:48 +03:00
parent 5d478ff06c
commit 29ba82f4bf
12 changed files with 127 additions and 8 deletions

View File

@@ -1,4 +1,4 @@
import type { ImportBrokerReportResponse, ImportPortfolioResponse, PortfolioFile, PortfolioOverviewResponse } from '@family-budget/shared';
import type { ImportBrokerReportResponse, ImportPortfolioResponse, PortfolioFile, PortfolioHistoryResponse, PortfolioOverviewResponse } from '@family-budget/shared';
import { api } from './client';
export function importPortfolio(data: PortfolioFile): Promise<ImportPortfolioResponse> {
@@ -14,3 +14,7 @@ export function importBrokerReport(file: File): Promise<ImportBrokerReportRespon
export function getPortfolioOverview(): Promise<PortfolioOverviewResponse> {
return api.get('/api/portfolio');
}
export function getPortfolioHistory(): Promise<PortfolioHistoryResponse> {
return api.get('/api/portfolio/history');
}

View File

@@ -1,6 +1,7 @@
import { useEffect, useState } from 'react';
import type { PortfolioOverviewResponse } from '@family-budget/shared';
import { getPortfolioOverview } from '../api/portfolio';
import { LineChart, Line, XAxis, YAxis, CartesianGrid, Tooltip, ResponsiveContainer } from 'recharts';
import type { PortfolioHistoryResponse, PortfolioOverviewResponse } from '@family-budget/shared';
import { getPortfolioHistory, getPortfolioOverview } from '../api/portfolio';
import { formatDate } from '../utils/format';
const money = new Intl.NumberFormat('ru-RU', { style: 'currency', currency: 'RUB', minimumFractionDigits: 2 });
@@ -8,9 +9,11 @@ const number = new Intl.NumberFormat('ru-RU', { maximumFractionDigits: 6 });
export function PortfolioPage() {
const [data, setData] = useState<PortfolioOverviewResponse | null>(null);
const [history, setHistory] = useState<PortfolioHistoryResponse | null>(null);
useEffect(() => {
getPortfolioOverview().then(setData).catch(() => {});
getPortfolioHistory().then(setHistory).catch(() => {});
}, []);
return (
@@ -50,6 +53,28 @@ export function PortfolioPage() {
)}
</section>
))}
{history?.accounts.map((account) => account.points.length > 1 && (
<section className="portfolio" key={`history-${account.accountId}`} aria-labelledby={`history-${account.accountId}`}>
<div className="portfolio__header">
<div>
<h2 id={`history-${account.accountId}`} className="portfolio__title">Динамика · {account.accountName}</h2>
<p className="portfolio__meta">Стоимость по загруженным отчётам</p>
</div>
</div>
<div className="chart-card portfolio__chart">
<ResponsiveContainer width="100%" height={280}>
<LineChart data={account.points.map((point) => ({ date: point.reportPeriodTo, value: point.totalValuation === null ? null : Number(point.totalValuation) }))}>
<CartesianGrid strokeDasharray="3 3" stroke="var(--color-border)" vertical={false} />
<XAxis dataKey="date" tickFormatter={(value: string) => formatDate(value)} fontSize={12} stroke="var(--color-text-secondary)" tickLine={false} axisLine={false} />
<YAxis tickFormatter={(value: number) => `${Math.round(value / 1000)}к`} fontSize={12} stroke="var(--color-text-secondary)" tickLine={false} axisLine={false} />
<Tooltip labelFormatter={(value) => formatDate(String(value))} formatter={(value) => value == null ? '—' : money.format(Number(value))} />
<Line type="monotone" dataKey="value" name="Стоимость" stroke="var(--color-primary)" strokeWidth={2} dot={{ r: 3 }} connectNulls />
</LineChart>
</ResponsiveContainer>
</div>
</section>
))}
</div>
);
}

View File

@@ -368,6 +368,11 @@ button {
font-variant-numeric: tabular-nums;
}
.portfolio__chart {
min-height: 280px;
padding: 16px;
}
/* ================================================================
Forms, buttons, badges
================================================================ */