portpolio api
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@@ -62,7 +62,7 @@ const DeletionRequest = () => {
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}, []);
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// ====================================================[Table Filter]================================================================
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const filteredData = data?.data?.filter((item) => {
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const filteredData = data?.data?.rows?.filter((item) => {
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// Filter by name (case insensitive)
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const name = item?.firstName;
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const searchLower = searchTerm.toLowerCase();
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@@ -110,7 +110,7 @@ const ViewIOTable = () => {
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</Box>
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),
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"IO Name": (
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<Box w={"auto"} isTruncated={true}>
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<Box w={"100px"} isTruncated={true}>
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<Text as={"span"} color={"teal.900"} fontWeight={"500"}>
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{item.investmentNameEnglish ? item.investmentNameEnglish : "---"}
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</Text>
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@@ -124,7 +124,7 @@ const ViewIOTable = () => {
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</Box>
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),
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"Investment Type": (
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<Box w={"auto"} isTruncated={true}>
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<Box w={"120px"} isTruncated={true}>
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<Text as={"span"} color={"teal.900"} fontWeight={"500"}>
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{item?.investmentType?.investmentTypeName
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? item.investmentType?.investmentTypeName
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@@ -40,12 +40,14 @@ const ProfileView = () => {
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skip: !id,
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});
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const foundObject = data?.data;
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useEffect(() => {
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setViewInvestor(data?.data?.portfolio);
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setTransaction(data?.data?.transaction);
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setInvestorWallet(data?.data.wallet);
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setInvestorWallet(data?.data.wallet);
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}, [data]);
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const formFields = [
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@@ -64,8 +64,13 @@ const ViewInvestorDetails = () => {
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"Deal Name",
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"Sponsor Name",
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"Investment Amount",
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"Holding Period",
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"Estimated return",
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"Percentage",
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"Market Value",
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"Return on Investment",
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"Distribution",
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"Distribution Percent",
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"Total return",
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"Total return on Investment",
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"Status",
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// "Action",
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];
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@@ -123,21 +128,69 @@ console.log(viewInvestor);
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"Investment Amount": (
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<Box w={"auto"} isTruncated={true}>
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<Text as={"span"} color={"teal.900"}>
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{item.investedAmount}
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{/* {item.investedAmount} */}
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$ {parseFloat(item?.investedAmount || 0).toLocaleString(undefined, {
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minimumFractionDigits: 2,
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maximumFractionDigits: 2,
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})}
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</Text>
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</Box>
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),
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"Holding Period": (
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"Percentage": (
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<Box w={"auto"} isTruncated={true}>
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<Text as={"span"} color={"teal.900"}>
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{item.Investor_Holidings}
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{item?.MarketValue_Per} %
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</Text>
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</Box>
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),
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"Estimated return": (
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"Market Value": (
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<Box w={"auto"} isTruncated={true}>
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<Text as={"span"} color={"teal.900"}>
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{item.TotalReturn}
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$ {parseFloat(item?.MarketValue || 0).toLocaleString(undefined, {
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minimumFractionDigits: 2,
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maximumFractionDigits: 2,
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})}
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</Text>
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</Box>
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),
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"Return on Investment": (
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<Box w={"auto"} isTruncated={true}>
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<Text as={"span"} color={"teal.900"}>
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{item.TotalReturn} %
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</Text>
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</Box>
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),
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"Distribution": (
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<Box w={"auto"} isTruncated={true}>
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<Text as={"span"} color={"teal.900"}>
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$ {parseFloat(item?.DistributionAmountReceived || 0).toLocaleString(undefined, {
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minimumFractionDigits: 2,
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maximumFractionDigits: 2,
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})}
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</Text>
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</Box>
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),
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"Distribution Percent": (
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<Box w={"auto"} isTruncated={true}>
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<Text as={"span"} color={"teal.900"}>
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{item?.Distribution_Per} %
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</Text>
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</Box>
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),
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"Total return": (
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<Box w={"auto"} isTruncated={true}>
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<Text as={"span"} color={"teal.900"}>
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$ {parseFloat(item?.TotalReturn || 0).toLocaleString(undefined, {
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minimumFractionDigits: 2,
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maximumFractionDigits: 2,
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})}
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</Text>
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</Box>
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),
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"Total return on Investment": (
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<Box w={"auto"} isTruncated={true}>
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<Text as={"span"} color={"teal.900"}>
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{item.TotalReturn_Per} %
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</Text>
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</Box>
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),
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@@ -68,9 +68,9 @@ const ExchangeRate = () => {
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// ====================================================[Table Setup]================================================================
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const tableHeadRow = [
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"Sr.No",
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"From currency",
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"To currency",
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"Effective from",
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"From Currency",
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"To Currency",
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"Effective From",
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"Rate",
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"Action",
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];
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@@ -87,7 +87,7 @@ const ExchangeRate = () => {
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{index + 1}.
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</Text>
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),
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"From currency": (
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"From Currency": (
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<Text
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justifyContent={slideFromRight ? "right" : "left"}
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as={"span"}
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@@ -98,7 +98,7 @@ const ExchangeRate = () => {
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{item?.fromCurrency?.currencyCode}
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</Text>
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),
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"To currency": (
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"To Currency": (
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<Text
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justifyContent={slideFromRight ? "right" : "left"}
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as={"span"}
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@@ -109,7 +109,7 @@ const ExchangeRate = () => {
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{item?.toCurrency?.currencyCode}
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</Text>
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),
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"Effective from": (
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"Effective From": (
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<Text
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justifyContent={slideFromRight ? "right" : "left"}
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as={"span"}
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@@ -61,14 +61,14 @@ const Sponser = () => {
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// ====================================================[Table Setup]================================================================
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const tableHeadRow = [
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"Sponsor name",
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"Email address",
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"Sponsor Name",
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"Email Address",
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"Status",
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"Action",
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];
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const extractedArray = filteredData?.map((item) => ({
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"Sponsor name": (
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"Sponsor Name": (
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<Text
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justifyContent={slideFromRight ? "right" : "left"}
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as={"span"}
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@@ -80,7 +80,7 @@ const Sponser = () => {
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</Text>
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),
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"Email address": (
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"Email Address": (
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<Box w={"auto"} isTruncated={true}>
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<Text as={"span"} color={"teal.900"} fontWeight={"500"}>
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{item.email}
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