@cardoai/ui

CardoAI components library

Usage no npm install needed!

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  import cardoaiUi from 'https://cdn.skypack.dev/@cardoai/ui';
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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 and onChange 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 and shade.



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