Add new dashboard/assets

centrifuge-app/src/components/Charts/PoolPerformanceChart.tsx

@@ -99,7 +99,7 @@ function PoolPerformanceChart() {
   const { poolStates } = useDailyPoolStates(poolId) || {}
   const pool = usePool(poolId)
   const poolAge = pool.createdAt ? daysBetween(pool.createdAt, new Date()) : 0
-  const { data: loans } = useLoans(poolId)
+  const { data: loans } = useLoans([poolId])
 
   const firstOriginationDate = loans?.reduce((acc, cur) => {
     if ('originationDate' in cur) {

centrifuge-app/src/components/Dashboard/PoolCard.tsx

@@ -0,0 +1,53 @@
+import { Pool } from '@centrifuge/centrifuge-js'
+import { useCentrifuge } from '@centrifuge/centrifuge-react'
+import { Box, Text, Thumbnail } from '@centrifuge/fabric'
+import { useTheme } from 'styled-components'
+import { usePoolMetadata } from '../../../src/utils/usePools'
+
+export const PoolCard = ({
+  children,
+  active,
+  onClick,
+  pool,
+}: {
+  children: React.ReactNode
+  active: boolean
+  onClick: () => void
+  pool: Pool
+}) => {
+  const cent = useCentrifuge()
+  const theme = useTheme()
+  const { data: poolMetadata } = usePoolMetadata(pool)
+  // TODO - remove cent usage
+  const poolUri = poolMetadata?.pool?.icon?.uri
+    ? cent.metadata.parseMetadataUrl(poolMetadata?.pool?.icon?.uri)
+    : undefined
+  return (
+    <Box
+      display="flex"
+      backgroundColor={active ? theme.colors.backgroundInverted : theme.colors.backgroundSecondary}
+      borderRadius={4}
+      height="36px"
+      padding="4px"
+      alignItems="center"
+      key={pool.id}
+      justifyContent="space-between"
+      onClick={onClick}
+      style={{ cursor: 'pointer' }}
+      mr={2}
+      flexShrink={0}
+    >
+      <Box display="flex" alignItems="center">
+        {poolUri ? (
+          <Box as="img" src={poolUri} alt="" height={24} width={24} borderRadius={4} mr={1} />
+        ) : (
+          <Thumbnail type="pool" label="LP" size="small" />
+        )}
+        <Text variant="body2" color={active ? theme.colors.textInverted : theme.colors.textPrimary}>
+          {poolMetadata?.pool?.name}
+        </Text>
+      </Box>
+      <Box ml={2}>{children}</Box>
+    </Box>
+  )
+}

centrifuge-app/src/components/Dashboard/assets/AssetsTable.tsx

@@ -0,0 +1,301 @@
+import { CurrencyBalance, CurrencyMetadata, Loan, Pool } from '@centrifuge/centrifuge-js'
+import { useCentrifuge } from '@centrifuge/centrifuge-react'
+import { AnchorButton, Box, Button, Grid, IconDownload, IconPlus, Text } from '@centrifuge/fabric'
+import { useMemo, useState } from 'react'
+import styled, { useTheme } from 'styled-components'
+import { useSelectedPools } from '../../../utils/contexts/SelectedPoolsContext'
+import { formatDate } from '../../../utils/date'
+import { formatBalance } from '../../../utils/formatting'
+import { getCSVDownloadUrl } from '../../../utils/getCSVDownloadUrl'
+import { useFilters } from '../../../utils/useFilters'
+import { useAllPoolAssetSnapshotsMulti } from '../../../utils/usePools'
+import { DataTable, FilterableTableHeader, SortableTableHeader } from '../../DataTable'
+import { LoanLabel, getLoanLabelStatus } from '../../LoanLabel'
+import { Amount, getAmount } from '../../LoanList'
+import { Spinner } from '../../Spinner'
+import { CreateAssetsDrawer } from './CreateAssetsDrawer'
+import { TransformedLoan, usePoolMetadataMap } from './utils'
+
+const StyledButton = styled(AnchorButton)`
+  & > span {
+    min-height: 36px;
+  }
+`
+
+const status = ['Ongoing', 'Overdue', 'Repaid', 'Closed', 'Active']
+
+type Row = Loan & {
+  poolName: string
+  asset: string
+  maturityDate: string
+  quantity: CurrencyBalance
+  value: CurrencyBalance
+  currency: CurrencyMetadata
+  unrealizedPL: CurrencyBalance
+  realizedPL: CurrencyBalance
+  loan: Loan
+  status: typeof status
+  assetName: string
+  poolIcon: string
+  poolId: string
+  assetId: string
+  valuationMethod: string
+  pool: Pool
+}
+
+export type Step = 'upload-template' | 'create-asset'
+
+export default function AssetsTable({ loans }: { loans: TransformedLoan[] }) {
+  const theme = useTheme()
+  const cent = useCentrifuge()
+  const [open, setOpen] = useState(false)
+  const [type, setType] = useState<Step>('create-asset')
+  const { selectedPools } = useSelectedPools()
+  const extractedPools = loans.map((loan) => loan.pool)
+  const poolMetadataMap = usePoolMetadataMap(extractedPools)
+  const today = new Date().toISOString().slice(0, 10)
+  const [allSnapshots, isLoading] = useAllPoolAssetSnapshotsMulti(extractedPools, today)
+
+  const loansData = loans
+    .flatMap((loan) => {
+      const snapshots = allSnapshots?.[loan.pool.id] ?? []
+      const metadata = poolMetadataMap.get(loan.pool.id)
+      const poolIcon = metadata?.pool?.icon?.uri && cent.metadata.parseMetadataUrl(metadata?.pool?.icon?.uri)
+      const poolName = metadata?.pool?.name
+      return (
+        snapshots
+          ?.filter((snapshot) => {
+            const snapshotLoanId = snapshot.assetId.split('-')[1]
+            return snapshotLoanId === loan.id
+          })
+          .map((snapshot) => ({
+            poolIcon,
+            currency: loan.pool.currency,
+            poolName,
+            assetName: snapshot.asset.name,
+            maturityDate: snapshot.actualMaturityDate,
+            poolId: loan.pool.id,
+            quantity: snapshot.outstandingQuantity,
+            value: loan.presentValue,
+            unrealizedPL: snapshot.unrealizedProfitAtMarketPrice,
+            realizedPL: snapshot.sumRealizedProfitFifo,
+            status: loan.status,
+            loan,
+            assetId: snapshot.assetId.split('-')[1],
+            pool: loan.pool,
+          })) || []
+      )
+    })
+    .filter((item) => selectedPools.includes(item.poolId))
+
+  const data = useMemo(
+    () =>
+      loansData.map((loan) => {
+        const [_, text] = getLoanLabelStatus(loan.loan)
+        const {
+          quantity,
+          value,
+          unrealizedPL,
+          realizedPL,
+          assetName,
+          poolId,
+          currency,
+          poolName,
+          maturityDate,
+          assetId,
+          poolIcon,
+          pool,
+        } = loan
+        return {
+          poolName,
+          poolIcon,
+          assetId,
+          maturityDate,
+          quantity,
+          value,
+          unrealizedPL,
+          realizedPL,
+          loan: loan.loan,
+          status: text,
+          assetName,
+          poolId,
+          currency,
+          pool,
+        }
+      }),
+    [loansData]
+  )
+
+  const filters = useFilters({
+    data,
+  })
+
+  const columns = [
+    {
+      align: 'left',
+      header: <SortableTableHeader label="Pool" />,
+      cell: ({ poolName, poolIcon }: Row) => {
+        return (
+          <Box display="flex" alignItems="center">
+            {poolIcon && <Box as="img" src={poolIcon} alt="" height={24} width={24} borderRadius={4} mr={1} />}
+            <Text style={{ fontWeight: 500 }} variant="body3">
+              {poolName}
+            </Text>
+          </Box>
+        )
+      },
+      sortKey: 'poolName',
+      width: '200px',
+    },
+    {
+      align: 'left',
+      header: <SortableTableHeader label="Asset" />,
+      cell: ({ assetName }: Row) => (
+        <Text variant="body3" style={{ fontWeight: 700 }}>
+          {assetName}
+        </Text>
+      ),
+      sortKey: 'assetName',
+    },
+    {
+      align: 'left',
+      header: <SortableTableHeader label="Maturity date" />,
+      cell: ({ maturityDate }: Row) => (
+        <Text variant="body3" style={{ fontWeight: 500 }}>
+          {maturityDate ? formatDate(maturityDate) : '-'}
+        </Text>
+      ),
+      sortKey: 'maturityDate',
+    },
+    {
+      align: 'left',
+      header: <SortableTableHeader label="Quantity" />,
+      cell: ({ loan }: Row) => {
+        return <Amount loan={loan as Loan} style={{ fontSize: 12, fontWeight: 500 }} />
+      },
+      sortKey: 'quantity',
+      width: '120px',
+    },
+    {
+      align: 'left',
+      header: <SortableTableHeader label="Value" />,
+      cell: ({ value, currency }: Row) => (
+        <Text variant="body3" style={{ fontWeight: 500 }}>
+          {value ? formatBalance(value, currency.displayName, 2) : '-'}
+        </Text>
+      ),
+      sortKey: 'value',
+    },
+    {
+      align: 'left',
+      header: <SortableTableHeader label="Unrealized P&L" />,
+      cell: ({ unrealizedPL, currency }: Row) => (
+        <Text variant="body3" style={{ fontWeight: 500 }}>
+          {unrealizedPL ? formatBalance(unrealizedPL, currency.symbol, 2, 2) : '-'}
+        </Text>
+      ),
+      sortKey: 'unrealizedPL',
+    },
+    {
+      align: 'left',
+      header: <SortableTableHeader label="Realized P&L" />,
+      cell: ({ realizedPL, currency }: Row) => (
+        <Text variant="body3" style={{ fontWeight: 500 }}>
+          {realizedPL ? formatBalance(realizedPL, currency.symbol, 2, 2) : '-'}
+        </Text>
+      ),
+      sortKey: 'realizedPL',
+    },
+    {
+      align: 'left',
+      header: <FilterableTableHeader filterKey="status" label="Status" options={status} filters={filters} />,
+      cell: ({ loan }: Row) => <LoanLabel loan={loan} />,
+    },
+  ]
+
+  const csvData = useMemo(() => {
+    if (!data.length) return undefined
+
+    return data.map((loan) => {
+      const quantity = getAmount(loan.loan, loan.pool)
+
+      return {
+        Pool: loan.poolName,
+        Asset: loan.maturityDate ? loan.maturityDate : '-',
+        'Maturity Date': loan.maturityDate ? loan.maturityDate : '-',
+        Quantity: `${quantity ?? '-'}`,
+        Value: loan.value ? loan.value : '-',
+        'Unrealized P&L': loan.unrealizedPL ? loan.unrealizedPL : '-',
+        'Realized P&L': loan.realizedPL ? loan.realizedPL : '-',
+        Status: loan.status ? loan.status : '-',
+      }
+    })
+  }, [data])
+
+  const csvUrl = useMemo(() => csvData && getCSVDownloadUrl(csvData as any), [csvData])
+
+  if (isLoading) return <Spinner />
+
+  return (
+    <>
+      <Box display="flex" justifyContent="space-between">
+        <Box display="flex" alignItems="center">
+          <Box
+            background={theme.colors.backgroundTertiary}
+            borderRadius="50%"
+            display="flex"
+            alignItems="center"
+            justifyContent="center"
+            width="28px"
+            height="28px"
+            style={{ fontWeight: 500, fontSize: 12 }}
+            mr={1}
+          >
+            {filters.data.length}
+          </Box>
+
+          <Text variant="heading4">Assets</Text>
+        </Box>
+        <Grid gridTemplateColumns="160px 220px 44px" gap={1}>
+          <Button
+            icon={<IconPlus />}
+            small
+            onClick={() => {
+              setOpen(true)
+              setType('create-asset')
+            }}
+          >
+            Create asset
+          </Button>
+          <Button
+            variant="inverted"
+            small
+            onClick={() => {
+              setOpen(true)
+              setType('upload-template')
+            }}
+          >
+            Manage asset templates
+          </Button>
+          <StyledButton
+            href={csvUrl ?? ''}
+            download={`dashboard-assets.csv`}
+            variant="inverted"
+            icon={IconDownload}
+            small
+            target="_blank"
+          />
+        </Grid>
+      </Box>
+      <Box mt={3}>
+        <DataTable
+          data={filters.data}
+          columns={columns}
+          scrollable
+          onRowClicked={(row) => `/pools/${row.poolId}/assets/${row.assetId}`}
+        />
+      </Box>
+      {open && <CreateAssetsDrawer open={open} onClose={() => setOpen(false)} type={type} />}
+    </>
+  )
+}