README
CardoUI
List of components and their features
List of components in Equalizer:
This documentation serves as a basic understanding of all the components used in Equalizer and Mercury. Each of them has a short description of what it does and the exact files that it is used
1. BetaVersion (not used)
2. BrandName
Used in SideBar next to the Logo.
3. Break
This component is a div tht has a fixed height to serve as a break (blank vertical space) from different components.
Used in: Simulation/index.js Simulation/components/Scenarios/SimulationResults/Loans/index.js Simulation/components/Scenarios/Scenario/Forms/Form/InputPicker/chartUpdate.js Simulation/components/Scenarios/Scenario/Forms/Form/InputPicker/index.js Simulation/components/Scenarios/Scenario/Forms/Form/index.js Simulation/components/Scenarios/index.js Simulation/components/Scenarios/Scenario/index.js
4. ChangeLog
Component used to update users for new features repleased. It appears once to the user when the date of the features released has changed and anytime when the user clicks the footer of the platform. Is updated staticly in the deployments.js file.
5. Checkbox
Similiar to antd's checkbox. Takes
children
andonChange
as props.Used in: Simulation/components/Scenarios/Scenario/Forms/Form/index.js Simulation/components/Scenarios/Scenario/index.js Synchronization/components/ImportForm/Import/index.js Synchronization/components/Proposals/index.js
6. ConcentrationTabs
This table is only used in "Top 20 Debtors" table.
Used in: Visualisations/Tables/Debtor/TableContent.js
7. CountryView
This Component contains the whole view at Geography tab when the map of the world is shown. (In case of the Aspire Vehicle). It contains the follwing components: CountryView -- contains the world map and the proper styling. CountryCard -- the card on the right of the map showing the specific information. CountryToolTip -- tooltip when hovered on the countries of the map. RegionSelect -- the select of the different regions of the map.
8. Custom
This directory contains the following components:
- CommentEditor (this editor is used in case the user is needed to submit/leave a note)
Used in: Loans/LoanDetails/LoanNotes.js
- InformationRow
Used in: Company/components/CompanyDetails/Tabs/CompanyInformation/index.js Loans/LoanDetails/SPVAddition.js
- SelectWithRemoteSearch
Used in: components/Filters/components/Filter.js
- SimpleEmpty (in case that there is no data, this component makes posibile that the statement of "No Data" associcated with an icon is shown to the user to make the view look nicer)
Used in: Management/management/Notes/Accounts/index.js Management/management/Notes/Limits/Vehicles/Aspire/index.js components/Charts/MultipleDataSet/Graph/GraphPlaceholder.js Simulation/components/Scenarios/SimulationResults/Notes/index.js components/Charts/SingleDataSet/Chart/index.js Management/management/Notes/Accounts/components/OtherTables/ReconciliationTable.js components/Tables/DynamicTable.js components/Tables/SmartTable/Table/index.js components/Visualisations/Charts/Geography/ChartContent.js components/Visualisations/Progress/index.js Analytics/components/Contributors/ChartContent.js Synchronization/components/Reports/Document/HealthCheck/tabs/summary/index.js Synchronization/components/ImportForm/SelectOriginator/index.js Synchronization/components/ImportForm/Import/index.js Stratification/index.js Simulation/components/Scenarios/SimulationResults/index.js Stratification/components/SavedViews.js Simulation/components/Scenarios/SimulationResults/Loans/index.js Simulation/components/Scenarios/Scenario/Load/index.js Simulation/components/Scenarios/Scenario/Forms/Form/index.js NotesManager/table/components/actions/views/Details/index.js Company/components/CompanyDetails/Tabs/CompanyInformation/FinancialStatement.js Company/components/CompanyDetails/Tabs/Files.js NotesManager/chart/stacked.js Dashboard/components/NotesContent/Performance/StructureChart/index.js Company/components/CompanyDetails/Tabs/Financials.js Loans/LoanDetails/Collateral.js Company/components/CompanyDetails/index.js NotesManager/chart/notes.js src/containers/Dashboard/components/NotesContent/Performance/index.js src/containers/Loans/LoanDetails/LoanFiles/index.js Management/management/Notes/Limits/index.js Management/management/Notes/Limits/Vehicles/Aspire/components/NewLoans/index.js Loans/LoanDetails/StatusNotes.js Management/management/Notes/Accounts/components/OtherTables/index.js Loans/Timeline/Chart/LoanTimeLineChart.js Management/management/Notes/Accounts/components/OtherTables/AssetSaleDetails.js Loans/Timeline/Tables/AmortizationPlan.js Management/management/Notes/Accounts/components/MainTable/index.js Loans/Timeline/Tables/EventsTable.js
9. CustomMenu
This component is used in the charts throughout the platform. It contains the following functionalities:
- View chart as different chart types (bar, horizontal bar, line, tree map, pie, doughnut etc.)
- Show by percentage or amount.
- Download as PNG or CSV.
- Show Graph in FullScreen.
10. DateOperator
The Date Operator Component is used in Loans Managment Table. It gives the user the opportunity to select a date and choose if they want to show information, <, >, =, <=, >= or between the chosen date range.
Used in: Filters/index.js
11. DateSelector
This component includes the DateSelect component from antd associcated with Intervals, where the user chooses the time interval (from-to) of the data he wants to be shown.
Used in: Management/management/Common/CashFlows/CashFlowCollateral.js Company/components/Analysis/index.js Stratification/index.js Company/components/Analysis/index.js utils/data/withData/index.js
12. Divider (not used)
This component is used to divide sections, same as the divider taken from 'antd'. Can take properties such as
size
andshade
.
13. DownloadFile
14. Draggable
This component is used in SmartTable. It makes possible the dragging and repositioning of the columns (single columns or categories of them) of the table.
Used in: Tables/SmartTable/Header/Filter/group.js Tables/SmartTable/Header/Filter/groups.js
15. FadeIn
This component is used for styling (giving a fade in effect in the inputs) in CashFlow Projections.
Used in: Simulation/components/Scenarios/Scenario/Forms/Form/index.js
16. FieldSet
A customized field set used instead of the basic input form.
Used in: Documents/components/Documents/UploadDocument/UploadTape.js
17. FileDropUpload
This component is used to drop files for upload instead of the usual basic import. It is used to make the process of uploading smoother.
Used in: components/Upload/index.js Documents/components/Documents/UploadDocument/UploadTape.js Synchronization/components/Reports/Document/HealthCheck/tabs/files/index.js
18. Filters
This component is used in 'Loans Management' table. It filters the data based on the field that the user wants to show.
Used in: src/containers/Loans/index.js Company/components/CompanyDetails/Tabs/Loans.js
19. FullScreenButton
This component is used to show a specific view in fullscreen.
Used in: Management/management/Notes/Structure/index.js
20. HorizontalCollapse
This component helps to horizontally collapse or expand a content area. It can be used to hide or show information to keep the page clean.
Used in: Management/management/Notes/Accounts/index.js Analytics/index.js Documents/components/Contracts/index.js Management/management/Collateral/DelaysAndLoss/index.js Documents/components/Reports/index.js Management/management/Common/CashFlows/CashFlowCollateral.js
21. InfoTag
A component that indicates giving information. It is used as an identifier that some extra information/details is displayed when hovered/clicked upon it.
Used in: Analytics/components/StatsHeader/config.js Loans/Timeline/Tables/AmortizationPlan.js Management/management/Notes/Limits/index.js
22. Inputs
This folder includes the following components:
- NumberInput
Used in: Filters/components/Operation.js Company/components/Analysis/config.js NotesManager/table/components/actions/views/Funding/EditField.js Simulation/components/Scenarios/Scenario/Forms/Form/InputPicker/chartUpdate.js utils/charts/withChartScale/index.js Simulation/components/Scenarios/Scenario/Forms/Form/InputPicker/index.js Simulation/components/Scenarios/Scenario/index.js
- TransparentInput
Used in: Simulation/components/Scenarios/Scenario/index.js Stratification/components/SavedViews.js Stratification/components/SaveView.js
23. Loader
This component uses an animated loader for a more appealing visualization (Lottie)
Used in: components/UploadLoader/index.js Simulation/components/Scenarios/index.js
24. Maps
This directory contains all the maps used throughout the project (RegionsMap, WorldMap)
25. MenuBar
This component serves for showing the platform statistics nicer.
Used in: Company/components/Statistics/index.js Company/components/CompanyDetails/CompanyHeader/index.js Analytics/components/StatsHeader/StatsHeader.js Simulation/components/Statistics/index.js Loans/LoanDetails/LoanDetails.js Loans/Statistics/index.js Management/management/Notes/index.js Management/management/Common/Header/index.js Management/management/Collateral/index.js
26. MultiColorProgressBar
This is a custom component that serves as a progress bar.
Used in: Synchronization/components/Reports/Document/HealthCheck/tabs/summary/record.js
27. NestedPie
Used in: Dashboard/components/NotesContent/Performance/StructureChart/index.js Management/management/Notes/Limits/Vehicles/Aspire/components/LimitsPieChart/index.js
28. OperationButton
This custom component serves as a button for different operations such as:
download
,submit
,confirm
,reject
,fullscreen
,delete
,create
,import
,refresh
Used in: Documentation/components/customComponents/FeedBackCard/NegativeMessageBox/index.js Documentation/components/customComponents/FeedBackCard/index.js Loans/Timeline/Chart/LoanTimeLineChart.js Loans/index.js
29. Options (not used)
A custom component for the options of the radio group.
30. Panel
A content area which can be collapsed or expanded. This component can be used to group or show regions of information to keep the page clean.
Used in: components/change_log/index.js Analytics/index.js VirtualDataRoom/index.js VirtualDataRoom/components/Charts/index.js Dashboard/index.js Simulation/index.js Management/management/Notes/Accounts/components/AccountsTables/index.js Management/management/Notes/Accounts/components/OtherTables/index.js Synchronization/components/Reports/Document/HealthCheck/tabs/summary/record.js Management/management/Notes/Limits/index.js Management/management/Notes/Limits/Vehicles/Aspire/index.js Simulation/components/Scenarios/SimulationResults/Loans/index.js Simulation/components/Scenarios/SimulationResults/Notes/scenario/index.js Simulation/components/Scenarios/index.js
31. PDFViewer (not used)
32. RadioGroup
This component creates a multiple-exclusion scope for a set of radio buttons. Used to select a single state from multiple options. Checking one radio button that belongs to a radio group unchecks any previously checked radio button within the same group.
Used in: Analytics/components/Contributors/ChartContent.js Analytics/components/Contributors/index.js Company/components/CompanyDetails/Tabs/Loans.js Company/components/Analysis/index.js Documentation/components/customComponents/FeedBackCard/NegativeMessageBox/index.js Loans/Timeline/LoanTimeline.js Loans/Timeline/Tables/EventsTable.js Management/management/Common/CashFlows/CashFlowCollateral.js
33. Scrollbar (not used)
This component is a custom scrollbar when the user wants the content to be scrollable.
34. Shapes
It containes the following shapes:
- Circle
- Box
35. Skeleton
This component is the same one as the one taken from antd. It provides a placeholder while you wait for content to load, or to visualise content that doesn't exist yet.
Used in: Synchronization/components/Synchronization/index.js src/routes/index.js
36. StatCard (not used)
This component is used to show the statistics in a card format. It contains the value and format of the statistic, and the title of what it represents.
37. StatusView (not used)
38. StyledModal (not used)
39. Switch
This directory contains the following components:
- MultipleSwitch
Used in: src/containers/Management/management/Common/Header/index.js
- CustomSwitch (not used)
40. Tables
This directory includes the following components:
- CustomTable
Used in: components/ConcentrationTabs/Table.js CountryView/CountryCard/index.js Tables/DynamicTable.js Tables/SmartTable/Table/Layout/index.js Tables/SmartTable/index.js Management/management/Notes/Accounts/components/OtherTables/CostsTable.js Company/components/CompanyDetails/Tabs/CompanyInformation/FinancialStatement.js Documentation/components/content/modules/documentsManagement/ManageDocuments.js Loans/Timeline/Tables/EventsTable.js Management/management/Common/CashFlows/CashFlowTimeline/TabularFormat.js Management/management/Notes/Accounts/components/MainTable/index.js Management/management/Notes/Accounts/components/OtherTables/AssetSaleDetails.js Management/management/Notes/Accounts/components/OtherTables/ReconciliationTable.js Simulation/components/Scenarios/Scenario/Forms/Form/InputPicker/chartUpdate.js VirtualDataRoom/components/SummaryStats/index.js
- LoansTable
Used in: Company/components/CompanyDetails/Tabs/Loans.js Loans/index.js
- SmartTable
Used in: Analytics/components/DODTable/index.js Tables/LoansTable/index.js Company/components/Companies/index.js Documents/components/Documents/index.js Synchronization/components/Reports/Document/index.js Loans/LoanDetails/Collateral.js Synchronization/components/Reports/Document/HealthCheck/tabs/details/record.js Synchronization/components/Reports/Document/HealthCheck/tabs/summary/record.js Loans/Timeline/Tables/AmortizationPlan.js Loans/Timeline/Tables/ChangesTable.js Management/management/Common/CashFlows/CashFlowCollateral.js Management/management/Common/CashFlows/CashFlowNotes.js NotesManager/table/index.js Simulation/components/Scenarios/SimulationResults/Loans/index.js Simulation/components/Scenarios/SimulationResults/Notes/scenario/index.js
- DynamicTable (not used)
41. Tabs
This component makes it easy to switch between views.
Used in: Company/components/CompanyDetails/index.js Loans/LoanDetails/LoanDetails.js Management/management/Collateral/Diversification/index.js Management/management/Collateral/index.js Management/management/Notes/index.js Simulation/components/Scenarios/SimulationResults/index.js Synchronization/components/Reports/Document/HealthCheck/index.js
42. Upload
Used in: Synchronization/components/Proposals/index.js Synchronization/components/ImportForm/Import/index.js
43. UploadLoader
As indicated by the name this component serves as a loader when uploading a file.
Used in: Synchronization/components/ImportForm/Import/index.js Documents/components/Documents/UploadDocument/UploadTape.js src/Synchronization/components/Reports/Document/HealthCheck/index.js
44. utility
This directory contains the following components:
- customScrollbar
- layoutContent
- layoutWrapper
- loader
- logo
45. VerticalList
This component is used at the dashboard to show the statistics in the form of a vertical list.
Used in: Dashboard/components/ConcentrationContent/Statistics/index.js
46.Visible
This component helps to show/hide a certain component/section of information.
Used in: Management/management/Collateral/index.js components/DateSelector/index.js
47. Visualisations:
This directory contains the following components:
- ChartCustomLegend (A custom component that serves as a legend for tables/charts.)
- Charts:
- Delays
- Diversification
- Geography
- Loss
- Sector
- Tables:
- Debtor
- LegendTable
48. WrapContent
Used in: Loans/index.js
List of components in Mercury:
1. Allocator
An allocator is a Slider.
Used in: Portfolios/Portfolio/components/NewAllocation.js Portfolios/NewPortfolio/components/AllocationStrategy.js
2. Animated
This directory contains the following components:
- AnimatedCell (not used)
- AnimatedContent (not used)
3. Authorization
4. background
5. Buttons
This directory contains the following components:
- ActionButton (a customized button that takes these actions:
add
,addSecondary
,delete
,deleteSecondary
.Used in: components/Crud/index.js Settings/components/Criterion.js CashManagement/components/ForwardsManagement.js src/containers/DelaysManagement/components/Ranges/index.js DelaysManagement/components/Ranges/index.js Settings/components/Category.js CashManagement/components/CashFlows/TransactionsAction.js CashManagement/components/ForwardsManagement.js CashManagement/components/CashFlows/NewExpectation.js Settings/DueDiligence.js CashManagement/content/operations/index.js CashManagement/content/other_operations/index.js Portfolios/Portfolio/components/InvestmentManagers/AuctionMultiBid.js Originators/components/AccountCard.js Portfolios/NewPortfolio/components/SelectEntries/index.js Portfolios/Portfolio/components/AddEntity/originator/index.js
- ButtonToggle (The toggle button is similar to a checkbox because it is either selected or not selected, and every toggle button can operate independent of all other toggle buttons.)
Used in: Originators/components/AccountCard.js Account/components/Transfer/Transfer.js Settings/components/Providers/BancaSella.js Settings/components/Providers/UBS.js
- ColoredButton (not used)
- ConfirmButton (customized and styled button used for confirming an action)
Used in: Settings/DueDiligence.js Account/components/Transfer/Transfer.js Settings/components/Providers/UBS.js CashManagement/components/CashFlows/CashExpectations.js Originators/PlatformDueDiligence.js Portfolios/NewPortfolio/NewPortfolio.js Settings/components/Providers/BancaSella.js
6. ButtonSelect (not used)
7. CenterContent (not used)
8. CheckBoxButtonGroup (custom checkbox group used mainly in trades management table)
Used in: Filters/components/Filter.js CompanyManagement/components/Extra/Rule.js RiskManagement/RiskManagement.js
9. Cluster (bubble chart used in Company Management)
Used in: CompanyManagement/components/Tabs/BlacklistTab.js CompanyManagement/components/Tabs/CompaniesTab.js CompanyManagement/components/Tabs/WatchlistTab.js
10. Confirm
This directory contains the following components:
- Modal
Used in: Portfolios/Portfolio/components/Limits/modals/FulfillmentTradeModal.js Portfolios/Portfolio/components/Limits/modals/FulfillmentTermModal.js src/containers/Portfolios/Portfolio/components/Limits/modals/FulfillmentGeographyModal.js Portfolios/Portfolio/components/Limits/modals/FulfillmentAssetSizeModal.js Portfolios/Portfolio/components/Limits/modals/FulfillmentSellerModal.js Portfolios/Portfolio/components/Limits/modals/FulfillmentRatingModal.js Portfolios/Portfolio/components/Limits/modals/FulfillmentDebtorModal.js
- Progress
- Select
- Steps
- Switch
11. Crud
Used in: Portfolios/Portfolio/components/AddEntity/note/index.js General/TradeDetails/SpvOperations/index.js
12. Currencies (a select for the currency types used in dashboard/deployments.)
Used in: Dashboard/components/Graphs/Deployment.js
13. CurrencyCards (the currency cards shown in the modal when view summary button at Cash Flows module is clicked.)
Used in: CashFlows/components/SummaryStatement.js
14. Custom
This directory contains the following components:
- CardoButton
Used in: CashManagement/components/CashFlows/ConfirmTransactions.js
- CardoCard
Used in: Originators/components/AccountCard.js
- CardoSelect
Used in: Originators/components/AccountCard.js
- CommentEditor
Used in: components/Custom/Notes.js
- ControlledProgress
Used in: Account/components/Transfer/ConfirmTransactions.js Portfolios/NewPortfolio/components/ConfirmPortfolio.js
- CustomAvatar (not used)
- CustomTabs
Used in: Originators/components/PlatformOverview.js
- DashboardProgress (not used)
- Divider
Used in: General/CompanyDetails/Tabs/ESGRating/tabs/RiskIncidents/index.js General/TradeDetails/TradeManagement.js Tables/IssuesTable.js Account/components/OriginatorAccounts/OriginatorAccount/OriginatorAccountCard.js Originators/components/PlatformShort.js Portfolios/Portfolio/components/PortfolioStatus.js Trades/Trades.js
- DLTag
Used in: Dashboard/components/AlertsManagement/index.js Dashboard/components/Contributors/index.js Dashboard/components/Graphs/index.js Reporting/Reporting.js
- EditModal
Used in: Custom/CustomAvatar.js CashManagement/components/CashFlows/Table/TableCell.js
- ExposureDistribution
Used in: Dashboard/components/Graphs/Geography.js DoughnutChart/index.js
- FileUpload
Used in: Portfolios/Portfolio/components/AccountConnect/AccountConnect.js
- JsonViewer
Used in: DynamicEdit/fieldsConfig.js Tables/DynamicTable.js
- LabelledContent
Used in: General/TradeDetails/TradeAssignPolicy.js Tables/IssuesTable.js Trades/TradeValuationPolicy.js
- Notes
Used in: General/TradeDetails/TradeManagement.js Tables/IssuesTable.js
- RawData
Used in: General/TradeDetails/AsReported.js
- SelectWithARemoteSearch
Used in: Filters/components/Filter.js
- SimpleEmpty (in case that there is no data, this component makes posibile that the statement of "No Data" associcated with an icon is shown to the user to make the view look nicer)
Used in: Custom/RawData.js Tables/CardoTable/index.js Portfolios/Portfolio/components/Limits/modals/FulfillmentSellerModal.js NavCalculation/content/Summary/Tables/AggregatedReport.js Dashboard/components/Graphs/Chart.js CashManagement/content/summary/table.js Graph/Graph.js Cluster/index.js CurrencyCards/index.js Custom/ExposureDistribution.js General/CompanyDetails/Tabs/ESGRating/tabs/esgRating/visualisation/index.js DoughnutChart/index.js General/CompanyDetails/Tabs/ESGRating/tabs/RiskIncidents/index.js General/CompanyDetails/Tabs/ESGRating/tabs/UNGCPrinciples/index.js General/TradeDetails/Pair/index.js General/CompanyDetails/Tabs/ESGRating/tabs/esgIssues/index.js General/CompanyDetails/Tabs/ESGRating/tabs/esgIssues/list/index.js General/CompanyDetails/Tabs/RatingTab/RatingTables/ReconciliationTable.js General/CompanyDetails/Tabs/ESGRating/tabs/esgRating/chart/index.js General/CompanyDetails/Tabs/ESGRating/tabs/esgRating/visualisation/index.js General/CompanyDetails/Tabs/ESGRating/tabs/sgd/index.js General/CompanyDetails/Tabs/Files.js General/CompanyDetails/Tabs/Financials.js Tables/DynamicTable.js General/CompanyDetails/Tabs/Overview/FinancialStatement.js General/CompanyDetails/Tabs/Overview/index.js General/CompanyDetails/Tabs/RatingTab/CustomComponents/RatingSteps.js General/CompanyDetails/Tabs/RatingTab/CustomComponents/StatisticsCard.js Tables/SmartTable/Table/index.js General/CompanyDetails/index.js CashManagement/CashManagement.js CompanyManagement/components/Extra/CompanyCard.js Account/components/InvestorAccounts/index.js Account/components/Transfer/Transfer.js App/CardoBot/chat/chatContent/content/elements/message/views/DynamicTable/index.js Trades/Trades.js Reporting/components/Analysis/index.js Stratification/index.js Portfolios/Portfolio/components/PlatformPerformance/index.js Stratification/components/SavedViews.js Portfolios/Portfolio/components/OriginatorInstances/OriginatorInstances.js CashManagement/components/ForwardsManagement.js Dashboard/components/AlertsManagement/FundLimits.js CashManagement/content/summary/deployment.js Dashboard/components/Graphs/Geography.js Portfolios/Portfolio/components/Limits/modals/FulfillmentDebtorModal.js CashManagement/components/CashFlows/CashExpectations.js Portfolios/Portfolio/components/Limits/modals/FulfillmentGeographyModal.js Portfolios/Portfolio/components/ManagementTabs.js Portfolios/Portfolio/components/InvestmentManagers/MaxExposureStrategy.js Portfolios/Portfolio/components/InvestmentManagers/PrivateAllocation.js Portfolios/Portfolio/Portfolio.js Portfolios/Portfolio/components/Limits/modals/FulfillmentSectorModal.js
15. DateRange (similar with the date range of antd. The user can choose the time interval, the data of which they want to be shown)
Used in: helpers/utils/withData/index.js Reporting/components/Analysis/index.js Dashboard/components/Graphs/Deployment.js Originators/Originator/Originator.js Dashboard/components/Graphs/Performance.js Originators/components/OriginatorsPerformance/index.js Portfolios/Portfolio/components/AllocationGraphs.js ortfolios/NewPortfolio/components/AllocationGraphs.js
16. DateSelector (similar with the date sele of antd. The user can choose the time interval, the data of which they want to be shown)
Used in: CompanyManagement/components/Analysis/index.js DelaysManagement/components/Header/index.js Dashboard/components/AlertsManagement/Trades.js Portfolios/Portfolio/components/withTimeSeries/index.js Reporting/components/Analysis/index.js Stratification/index.js
17. DoughnutChart
Used in: Dashboard/components/Graphs/Delays.js Portfolios/Portfolio/components/Diversification/index.js Dashboard/components/Graphs/Originator.js Dashboard/components/Graphs/Sector.js
18. Draggable
Used in: Tables/SmartTable/Header/Filter/groups.js Tables/SmartTable/Header/Filter/groups.js
19. DynamicEdit
Used in: Custom/RawData.js General/CompanyDetails/Tabs/Overview/Edit/EditContent.js
20. Filters
Used in: Trades/Trades.js
21. General
This directory contains the following components:
- AssetDetails
Used in: Invest/components/AssetsTable.js Portfolios/Portfolio/components/InvestmentManagers/AuctionMultiBid.js Portfolios/Portfolio/components/InvestmentManagers/PrivateAllocation.js
- CompanyDetails
- Tabs:
- ESGRating:
- esgIssues - esgRating - RiskIncidents - sgd - UNSGPrinciples
- Overview
- RatingTab:
- History
- OverrideRating
- RatingTables:
PaymentHistoy RatingAdjustmentThirdParty RatingEquivalentTable ReconciliationTable
- Shapes
- TradeDetails:
- Investment
- Pair
- TradeFiles
- AsReported
- TradeAssignPolicy
- TradeDetails
- TradeManagement
22. GeoMap
Used in: Dashboard/components/Graphs/Geography.js
23. Graph
Used in: General/CompanyDetails/Tabs/PaymentBehaviour.js Account/components/Transfer/Transfer.js General/CompanyDetails/Tabs/Trades.js Originators/components/OriginatorsPerformance/index.js Trades/TradeTimeLineChart.js
24. HierarchyActionTable (not used)
25. HierarchyTable (not used)
26. HorizontalCollapse
Used in: Dashboard/components/Graphs/Geography.js Portfolios/Portfolio/components/Management/ManagementSection.js Dashboard/components/Graphs/Delays.js Reporting/Reporting.js
27. InfoTag
Used in: Dashboard/components/Graphs/Geography.js General/CompanyDetails/Tabs/RatingTab/RatingTables/RatingAdjustmentThirdParty.js DoughnutChart/index.js Custom/LabelledContent.js General/TradeDetails/TradeDetails.js General/TradeDetails/TradeManagement.js Tables/CardoTable/index.js DelaysManagement/components/Ranges/index.js NavCalculation/content/Reconciliation/index.js src/containers/NavCalculation/content/index.js Portfolios/Portfolio/Portfolio.js Portfolios/Portfolio/components/AddEntity/note/general.js Portfolios/Portfolio/components/AddEntity/originator/index.js Trades/TradeTimeline.js
28. NumberInput
Used in: Custom/EditModal.js Allocator/Allocator.js Portfolios/Portfolio/components/Limits/ConcentrationLimits.js Portfolios/Portfolio/components/NewAllocation.js NavCalculation/content/Summary/Records.js Settings/components/Criterion.js DynamicEdit/fieldsConfig.js General/AssetDetails/components/Invest.js Filters/components/Operation.js CompanyManagement/components/Analysis/config.js Account/components/Transfer/Transfer.js CashManagement/components/CashFlows/TransactionsAction.js CashManagement/components/CashFlows/NewExpectation.js CashManagement/components/ForwardsManagement.js CashManagement/content/limits/index.js CompanyManagement/components/Analysis/index.js CashManagement/content/operations/index.js CashManagement/content/other_operations/index.js Portfolios/NewPortfolio/components/SelectEntries/index.js Portfolios/Portfolio/components/InvestmentManagers/AuctionMultiBid.js Trades/TradeValuationPolicy.js Trades/TradeTimeline.js Portfolios/Portfolio/components/InvestmentManagers/MaxExposureStrategy.js Settings/DueDiligence.js Portfolios/Portfolio/components/PortfolioAllocationTable.js Portfolios/Portfolio/components/platforms/OriginatorHeader.js
29. PortfolioCheck
Used in: Dashboard/Dashboard.js Reporting/Reporting.js
30. Query (not used)
31. RadioGroup
Used in: NavCalculation/content/index.js Dashboard/components/Contributors/index.js CashManagement/components/CashFlows/CashExpectations.js Toggle/ValueTypeSwitch.js Documentation/components/customComponents/FeedBackCard/NegativeMessageBox/index.js
32. Shapes (not used)
33. StatCard
Used in: CompanyManagement/components/CompaniesStats.js Trades/TradesStats.js DataSurveillance/DataSurveillanceSections.js
34. StatusView
Used in: General/AssetDetails/components/Invest.js Invest/components/InvestmentOperations.js Dashboard/components/AlertsManagement/CashManagement.js Dashboard/components/AlertsManagement/FundLimits.js
35. StyledModal
Used in: Portfolios/Portfolio/components/Limits/modals/FulfillmentAssetSizeModal.js Portfolios/Portfolio/components/Limits/modals/FulfillmentDebtorModal.js Portfolios/Portfolio/components/Limits/modals/FulfillmentGeographyModal.js Portfolios/Portfolio/components/Limits/modals/FulfillmentRatingModal.js Portfolios/Portfolio/components/Limits/modals/FulfillmentSectorModal.js Portfolios/Portfolio/components/Limits/modals/FulfillmentSellerModal.js Portfolios/Portfolio/components/Limits/modals/FulfillmentTermModal.js Portfolios/Portfolio/components/Limits/modals/FulfillmentTradeModal.js
36. Switch (not used)
37. Tables
This directory contains the following components:**
- CardoTable
Used in: Trades/TradeTimeline.js General/CompanyDetails/Tabs/RatingTab/History/index.js General/TradeDetails/TradeManagement.js Tables/CashFlowsTable.js Portfolios/Portfolio/components/NAVReports/index.js Tables/IssuesTable.js CompanyManagement/components/Table/index.js NavCalculation/content/index.js Dashboard/components/Contributors/index.js
- SmartTable
Used in: Tables/TradesTable.js Trades/TradeTimeline.js
- CashFlowsTable
*Used in: CashFlows/index.js DataSurveillance/DataSurveillanceSections.js Trades/TradeTimeline.js
- CustomTable
*Used in: General/CompanyDetails/Tabs/CreditAnalysis.js Tables/DynamicTable.js CashManagement/components/DeploymentManagement/index.js General/CompanyDetails/Tabs/RatingTab/RatingTables/RatingEquivalentTable.js Custom/RawData.js General/AssetDetails/components/Invest.js Tables/SmartTable/Table/Layout/index.js General/CompanyDetails/Tabs/Overview/FinancialStatement.js Account/components/Transfer/Transfer.js CashManagement/components/CashDistribution.js CashManagement/components/CashFlows/CashOrders.js CashManagement/components/CashFlows/CurrencyExpectations.js CashManagement/components/CashFlows/NewExpectation.js CashManagement/components/CashFlows/ConfirmTransactions.js CashManagement/components/CashFlowsProjections/index.js CashManagement/components/ForwardsManagement.js Documentation/components/content/modules/tradeManagement/valuationPolicy/valuationPolicySettings.js CashManagement/content/summary/deployment.js Trades/TradeValuationPolicy.js CashManagement/content/summary/sortable_table.js Documentation/components/content/modules/cashFlow/cashFlowStandardizationEngine.js Portfolios/Portfolio/components/InvestmentManagers/AuctionMultiBid.js Dashboard/components/Graphs/Cash.js Invest/components/AssetsTable.js
- DynamicTable
Used in: General/CompanyDetails/Tabs/Overview/Edit/ViewContent.js General/TradeDetails/AsReported.js App/CardoBot/chat/chatContent/content/elements/message/views/index.js
- IssuesTable
Used in: General/TradeDetails/TradeDetails.js DataSurveillance/DataSurveillanceSections.js DataSurveillance/TradeGroupedIssues.js
- SummaryTable
Used in: Reporting/components/Returns/index.js
- TradesTable
Used in: Portfolios/Portfolio/components/Limits/modals/FulfillmentTermModal.js Portfolios/Portfolio/components/Limits/modals/FulfillmentRatingModal.js General/CompanyDetails/Tabs/PaymentBehaviour.js Portfolios/Portfolio/components/Limits/modals/FulfillmentSectorModal.js General/CompanyDetails/Tabs/Trades.js Dashboard/components/AlertsManagement/Trades.js DataSurveillance/DataSurveillanceSections.js Portfolios/Portfolio/components/Limits/modals/FulfillmentAssetSizeModal.js Portfolios/Portfolio/components/Limits/modals/FulfillmentDebtorModal.js Portfolios/Portfolio/components/Limits/modals/FulfillmentGeographyModal.js Portfolios/Portfolio/components/Limits/modals/FulfillmentSellerModal.js Trades/TradeValuationPolicy.js
38. Tabs (not used)
39. TagStatus (not used)
40. Text
Used in: General/CompanyDetails/Tabs/RatingTab/CustomComponents/RatingSteps.js General/CompanyDetails/Tabs/ESGRating/tabs/esgRating/visualisation/index.js General/CompanyDetails/Tabs/RatingTab/CustomComponents/StatisticsCard.js
41. themeSwitcher
42. Toggle
Used in: Account/components/Transfer/Transfer.js Originators/components/AccountCard.js Settings/components/Providers/BancaSella.js Settings/components/Providers/UBS.js
43. utility
This directory contains the following components:**
- layoutContent
- layoutWrapper
- loader
- logo
- pwaComponentLoader
- pwaLoader
44.Visible
Used in: NavCalculation/content/Summary/Records.js DateSelector/index.js CompanyManagement/components/Companies/index.js Portfolios/Portfolio/components/withTimeSeries/index.js