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feat: refresh portfolio valuation from market quotes

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admin
2026-08-28 08:23:56 +03:00
parent 71a18e8656
commit c2e515ba8d
11 changed files with 167 additions and 27 deletions
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2
frontend/package.json
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@@ -1,6 +1,6 @@
{
"name": "@family-budget/frontend",
"version": "0.15.2",
"version": "0.16.0",
"private": true,
"type": "module",
"scripts": {

8
frontend/src/pages/PortfolioPage.tsx
View File

@@ -34,9 +34,9 @@ export function PortfolioPage() {
<div className="portfolio__header">
<div>
<h2 id={`portfolio-${account.accountId}`} className="portfolio__title">{account.accountName}</h2>
<p className="portfolio__meta">Состояние на {formatDate(account.reportPeriodTo)}</p>
<p className="portfolio__meta">{account.valuationSource === 'mixed' ? 'Часть позиций по последнему отчёту' : account.valuationSource === 'report' ? `Стоимость по отчёту на ${formatDate(account.reportPeriodTo)}` : `Котировки на ${formatDate(account.valuationAsOf ?? account.reportPeriodTo)}`}</p>
</div>
{account.totalValuation !== null && <strong className="portfolio__total">{money.format(Number(account.totalValuation))}</strong>}
{(account.currentValuation ?? account.totalValuation) !== null && <strong className="portfolio__total">{money.format(Number(account.currentValuation ?? account.totalValuation))}</strong>}
</div>
{account.positions.length === 0 ? <div className="state state--empty">В последнем отчёте нет открытых позиций.</div> : (
<div className="table-shell">
@@ -46,8 +46,8 @@ export function PortfolioPage() {
{account.positions.map((position, index) => <tr className="data-table__row" key={`${position.isin ?? position.instrument}-${index}`}>
<td className="data-table__cell"><div className="data-table__description">{position.instrument}</div>{position.isin && <div className="data-table__subtext">{position.isin}</div>}</td>
<td className="data-table__cell data-table__cell--nowrap">{number.format(Number(position.quantity))}</td>
<td className="data-table__cell data-table__cell--nowrap">{position.price === null ? '—' : money.format(Number(position.price))}</td>
<td className="data-table__cell data-table__cell--nowrap money-amount">{position.valuation === null ? '—' : money.format(Number(position.valuation))}</td>
<td className="data-table__cell data-table__cell--nowrap">{(position.currentPrice ?? position.price) === null ? '—' : money.format(Number(position.currentPrice ?? position.price))}</td>
<td className="data-table__cell data-table__cell--nowrap money-amount">{(position.currentValuation ?? position.valuation) === null ? '—' : money.format(Number(position.currentValuation ?? position.valuation))}</td>
</tr>)}
</tbody>
</table>