feat(portfolio): 支持显示已清仓历史持仓,增加防乱码 CSV 导出功能
This commit is contained in:
+64
-3
@@ -31,7 +31,7 @@ import { AddTransactionDialog } from '@/components/transactions/add-transaction-
|
||||
import { UpdateTransactionDialog } from '@/components/transactions/update-transaction-dialog';
|
||||
import { deleteTransaction } from '@/actions/transaction';
|
||||
import { importHistoricalPrices } from '@/actions/market';
|
||||
import { ChevronDown, ChevronUp, Plus, Edit3, Trash2, Upload } from 'lucide-react';
|
||||
import { ChevronDown, ChevronUp, Plus, Edit3, Trash2, Upload, Download, Eye } from 'lucide-react';
|
||||
import Big from 'big.js';
|
||||
|
||||
const txTypeMap: Record<string, string> = {
|
||||
@@ -55,6 +55,36 @@ function formatNative(value: string, baseCurrency: string): string {
|
||||
return `${symbol}${formatted}`;
|
||||
}
|
||||
|
||||
function exportToCSV(positions: any[]) {
|
||||
const headers = ["资产名称", "代码", "持仓量", "成本价", "现价", "总市值", "浮动盈亏", "累计盈亏"];
|
||||
|
||||
const rows = positions.map(item => [
|
||||
item.name || item.symbol,
|
||||
item.symbol,
|
||||
item.quantity || '0',
|
||||
new Big(item.avgCostNative || '0').toFixed(2),
|
||||
item.latestPrice || '0',
|
||||
new Big(item.marketValueNative || '0').toFixed(2),
|
||||
new Big(item.floatingPnlNative || '0').toFixed(2),
|
||||
new Big(item.cumulativePnlNative || '0').toFixed(2),
|
||||
]);
|
||||
|
||||
const csvContent = [
|
||||
headers.join(","),
|
||||
...rows.map(e => e.map(val => `"${val}"`).join(","))
|
||||
].join("\n");
|
||||
|
||||
const blob = new Blob(["\uFEFF" + csvContent], { type: 'text/csv;charset=utf-8;' });
|
||||
const url = URL.createObjectURL(blob);
|
||||
const link = document.createElement("a");
|
||||
link.setAttribute("href", url);
|
||||
link.setAttribute("download", `portfolio_details_${new Date().toISOString().split('T')[0]}.csv`);
|
||||
document.body.appendChild(link);
|
||||
link.click();
|
||||
document.body.removeChild(link);
|
||||
URL.revokeObjectURL(url);
|
||||
}
|
||||
|
||||
function formatPnl(value: string, percent: string, baseCurrency: string): { text: string; className: string } {
|
||||
const isPositive = new Big(value).gte(0);
|
||||
const symbol = getCurrencySymbol(baseCurrency);
|
||||
@@ -91,11 +121,21 @@ export default function DashboardPage() {
|
||||
const [importDialogOpen, setImportDialogOpen] = useState(false);
|
||||
const [importAssetId, setImportAssetId] = useState<string>('');
|
||||
const [importText, setImportText] = useState('');
|
||||
const [showCleared, setShowCleared] = useState(false);
|
||||
const [positionsRaw, setPositionsRaw] = useState<any[]>([]);
|
||||
|
||||
useEffect(() => {
|
||||
const filtered = showCleared
|
||||
? positionsRaw
|
||||
: positionsRaw.filter(pos => new Big(pos.quantity || '0').gt('1e-8'));
|
||||
setPositions(filtered);
|
||||
}, [showCleared, positionsRaw]);
|
||||
|
||||
useEffect(() => {
|
||||
async function loadData() {
|
||||
const summary = await getPortfolioSummary();
|
||||
const summary = await getPortfolioSummary(true);
|
||||
const allAssets = await getAssets();
|
||||
setPositionsRaw(summary.positions);
|
||||
setPositions(summary.positions);
|
||||
setTotalCnyValue(summary.totalCnyValue);
|
||||
setTotalPnlCny(summary.totalPnlCny);
|
||||
@@ -271,8 +311,29 @@ export default function DashboardPage() {
|
||||
</Card>
|
||||
|
||||
<Card>
|
||||
<CardHeader>
|
||||
<CardHeader className="flex flex-row items-center justify-between space-y-0">
|
||||
<CardTitle>持仓明细</CardTitle>
|
||||
<div className="flex items-center gap-3">
|
||||
<label className="flex items-center gap-2 cursor-pointer text-sm text-muted-foreground hover:text-foreground transition-colors">
|
||||
<input
|
||||
type="checkbox"
|
||||
checked={showCleared}
|
||||
onChange={(e) => setShowCleared(e.target.checked)}
|
||||
className="h-4 w-4 rounded border-border text-primary focus:ring-primary cursor-pointer"
|
||||
/>
|
||||
<Eye className="h-4 w-4" />
|
||||
显示历史持仓
|
||||
</label>
|
||||
<Button
|
||||
size="sm"
|
||||
variant="outline"
|
||||
onClick={() => exportToCSV(positions)}
|
||||
disabled={positions.length === 0}
|
||||
>
|
||||
<Download className="h-4 w-4 mr-1" />
|
||||
导出 CSV
|
||||
</Button>
|
||||
</div>
|
||||
</CardHeader>
|
||||
<CardContent>
|
||||
{positions.length === 0 ? (
|
||||
|
||||
Reference in New Issue
Block a user