feat(events): support date range filtering
This commit is contained in:
@@ -8,7 +8,13 @@ describe('UpcomingEventsController', () => {
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it('passes the authenticated user and account to the service', async () => {
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const events = { get: jest.fn() };
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const controller = new UpcomingEventsController(events as never);
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await controller.get({ user: { sub: 'user' } } as never, 'account');
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expect(events.get).toHaveBeenCalledWith('user', 'account');
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await controller.get({ user: { sub: 'user' } } as never, 'account', {
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from: '2026-09-01',
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to: '2026-09-30',
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});
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expect(events.get).toHaveBeenCalledWith('user', 'account', {
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from: '2026-09-01',
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to: '2026-09-30',
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});
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});
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});
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@@ -1,10 +1,13 @@
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import { Controller, Get, Param, Req, UseGuards } from '@nestjs/common';
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import { Controller, Get, Param, Query, Req, UseGuards } from '@nestjs/common';
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import { ApiBearerAuth, ApiOkResponse, ApiTags } from '@nestjs/swagger';
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import type { Request } from 'express';
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import { AccessPayload } from '../auth/auth.types';
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import { JwtAuthGuard } from '../auth/jwt-auth.guard';
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import { ApiProblemResponses } from '../common/decorators/api-safe-error-response.decorator';
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import { UpcomingEventsDto } from './upcoming-events.dto';
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import {
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UpcomingEventsDto,
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UpcomingEventsQueryDto,
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} from './upcoming-events.dto';
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import { UpcomingEventsService } from './upcoming-events.service';
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@ApiTags('brokerage-accounts')
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@@ -17,8 +20,11 @@ export class UpcomingEventsController {
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@Get('all/events')
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@ApiOkResponse({ type: UpcomingEventsDto })
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all(@Req() request: Request & { user: AccessPayload }) {
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return this.events.getAll(request.user.sub);
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all(
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@Req() request: Request & { user: AccessPayload },
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@Query() query: UpcomingEventsQueryDto,
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) {
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return this.events.getAll(request.user.sub, query);
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}
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@Get(':accountId/events')
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@@ -26,7 +32,8 @@ export class UpcomingEventsController {
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get(
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@Req() request: Request & { user: AccessPayload },
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@Param('accountId') accountId: string,
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@Query() query: UpcomingEventsQueryDto,
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) {
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return this.events.get(request.user.sub, accountId);
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return this.events.get(request.user.sub, accountId, query);
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}
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}
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@@ -1,7 +1,29 @@
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import { ApiProperty, ApiPropertyOptional } from '@nestjs/swagger';
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import { IsDateString, IsOptional, Matches } from 'class-validator';
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import { AccountReferenceDto } from './account-reference.dto';
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import { MoneyDto } from './portfolio.dto';
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export class UpcomingEventsQueryDto {
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@ApiPropertyOptional({
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format: 'date',
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description: 'Inclusive start date (YYYY-MM-DD). Defaults to today in UTC.',
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})
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@IsOptional()
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@Matches(/^\d{4}-\d{2}-\d{2}$/)
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@IsDateString({ strict: true })
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from?: string;
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@ApiPropertyOptional({
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format: 'date',
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description:
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'Inclusive end date (YYYY-MM-DD). Defaults to 30 days after from.',
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})
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@IsOptional()
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@Matches(/^\d{4}-\d{2}-\d{2}$/)
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@IsDateString({ strict: true })
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to?: string;
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}
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export class UpcomingEventDto {
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@ApiPropertyOptional({ type: AccountReferenceDto })
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account?: AccountReferenceDto;
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@@ -50,6 +50,102 @@ describe('UpcomingEventsService', () => {
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tbank.getDividends.mockResolvedValue([]);
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});
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it('includes both selected boundaries beyond the default window and isolates dividend caches by period', async () => {
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tbank.getPortfolio.mockResolvedValue({
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positions: [
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{
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figi: 'S',
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ticker: 'SHARE',
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instrumentType: 'share',
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quantity: { units: 2 },
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},
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{
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figi: 'B',
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ticker: 'BOND',
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instrumentType: 'bond',
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quantity: { units: 3 },
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},
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],
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});
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moex.bondEvents.mockResolvedValue([
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{ type: 'coupon', date: '2099-02-01', value: '2', currency: 'RUB' },
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{ type: 'offer', date: '2099-02-28' },
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{ type: 'maturity', date: '2099-03-01', value: '1000', currency: 'RUB' },
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{ type: 'offer', date: '2099-01-31' },
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]);
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tbank.getDividends.mockImplementation(
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(_token: string, _id: string, from: string) =>
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Promise.resolve([
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{
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dividendNet: { units: 5, currency: 'RUB' },
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recordDate: {
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seconds: String(Date.parse(`${from}T00:00:00Z`) / 1000),
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},
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},
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]),
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);
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const february = { from: '2099-02-01', to: '2099-02-28' };
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const first = await service.get('user', 'account', february);
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expect(first.events.map(({ type, date }) => ({ type, date }))).toEqual([
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{ type: 'coupon', date: february.from },
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{ type: 'dividend', date: february.from },
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{ type: 'offer', date: february.to },
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]);
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expect(first.incomeTotalsByCurrency).toEqual([
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{ currency: 'RUB', value: '16' },
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]);
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const march = await service.get('user', 'account', {
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from: '2099-03-01',
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to: '2099-03-01',
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});
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expect(march.events.map((event) => event.type)).toEqual([
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'dividend',
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'maturity',
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]);
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expect(march.incomeTotalsByCurrency).toEqual([
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{ currency: 'RUB', value: '10' },
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]);
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await service.get('user', 'account', february);
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expect(tbank.getDividends).toHaveBeenCalledTimes(2);
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expect(tbank.getDividends).toHaveBeenNthCalledWith(
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1,
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'token',
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'S',
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february.from,
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february.to,
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);
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expect(tbank.getDividends).toHaveBeenNthCalledWith(
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2,
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'token',
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'S',
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'2099-03-01',
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'2099-03-01',
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);
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});
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it('defaults the end to 30 days after the selected start', async () => {
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tbank.getPortfolio.mockResolvedValue({
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positions: [
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{
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figi: 'B',
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ticker: 'BOND',
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instrumentType: 'bond',
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quantity: { units: 1 },
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},
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],
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});
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moex.bondEvents.mockResolvedValue([
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{ type: 'offer', date: '2099-01-01' },
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{ type: 'offer', date: '2099-01-31' },
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{ type: 'offer', date: '2099-02-01' },
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]);
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const result = await service.get('user', 'account', { from: '2099-01-01' });
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expect(result.events.map((event) => event.date)).toEqual([
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'2099-01-01',
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'2099-01-31',
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]);
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});
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it('projects exact amounts and preserves registry dates and offers', async () => {
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const now = new Date();
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const day = (offset: number) =>
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@@ -1,4 +1,4 @@
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import { Injectable } from '@nestjs/common';
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import { BadRequestException, Injectable } from '@nestjs/common';
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import { RequestContextService } from '../common/logging/request-context.service';
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import { StructuredLogger } from '../common/logging/structured-logger.service';
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import {
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@@ -18,7 +18,11 @@ import {
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TbankInstrument,
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TbankPortfolio,
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} from './tbank.client';
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import { UpcomingEventDto, UpcomingEventsDto } from './upcoming-events.dto';
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import {
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UpcomingEventDto,
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UpcomingEventsDto,
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UpcomingEventsQueryDto,
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} from './upcoming-events.dto';
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type Position = NonNullable<TbankPortfolio['positions']>[number];
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type CachedEntry<T> = { expiresAt: number; promise: Promise<T> };
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@@ -46,20 +50,29 @@ export class UpcomingEventsService {
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private readonly logger: StructuredLogger,
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) {}
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async get(userId: string, accountId: string): Promise<UpcomingEventsDto> {
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async get(
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userId: string,
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accountId: string,
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query: UpcomingEventsQueryDto = {},
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): Promise<UpcomingEventsDto> {
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const window = dateWindow(query);
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this.requestContext.set({ userId, brokerageAccountId: accountId });
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return this.access.withAccount(userId, accountId, ({ token }) =>
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this.forAccount(token, accountId),
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this.forAccount(token, accountId, window),
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);
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}
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async getAll(userId: string): Promise<UpcomingEventsDto> {
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async getAll(
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userId: string,
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query: UpcomingEventsQueryDto = {},
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): Promise<UpcomingEventsDto> {
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const window = dateWindow(query);
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return this.access.withSupportedAccounts(
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userId,
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async ({ token, accounts }) => {
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const events: UpcomingEventDto[] = [];
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for (const account of accounts) {
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const result = await this.forAccount(token, account.id);
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const result = await this.forAccount(token, account.id, window);
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events.push(
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...result.events.map((event) => ({
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...event,
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@@ -85,9 +98,9 @@ export class UpcomingEventsService {
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private async forAccount(
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token: string,
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accountId: string,
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window: { from: string; to: string },
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): Promise<UpcomingEventsDto> {
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const portfolio = await this.tbank.getPortfolio(token, accountId);
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const window = dateWindow();
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const supportedPositions = (portfolio.positions ?? []).filter(supported);
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const events: UpcomingEventDto[][] = [];
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for (
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@@ -101,7 +114,7 @@ export class UpcomingEventsService {
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);
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events.push(
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...(await Promise.all(
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batch.map((position) => this.positionEvents(token, position)),
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batch.map((position) => this.positionEvents(token, position, window)),
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)),
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);
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}
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@@ -127,6 +140,7 @@ export class UpcomingEventsService {
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private async positionEvents(
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token: string,
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position: Position,
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window: { from: string; to: string },
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): Promise<UpcomingEventDto[]> {
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const ticker = position.ticker?.trim();
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const instrument = ticker
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@@ -147,7 +161,7 @@ export class UpcomingEventsService {
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};
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const quantity = decimal(position.quantity ?? {});
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if (position.instrumentType?.toLowerCase() === 'share') {
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const dividends = await this.dividends(token, position);
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const dividends = await this.dividends(token, position, window);
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this.logger.event('debug', 'upcoming-events.source-result', {
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count: dividends.length,
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});
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@@ -180,13 +194,13 @@ export class UpcomingEventsService {
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private async dividends(
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token: string,
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position: Position,
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window: { from: string; to: string },
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): Promise<TbankDividend[]> {
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const instrumentId = position.instrumentUid ?? position.figi;
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if (!instrumentId) return [];
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const window = dateWindow();
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const dividends = await this.cached(
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this.dividendCache,
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instrumentId,
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JSON.stringify([instrumentId, window.from, window.to]),
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dividendCacheTtlMs,
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() =>
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this.tbank.getDividends(token, instrumentId, window.from, window.to),
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@@ -267,13 +281,14 @@ function supported(position: Position): boolean {
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);
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}
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function dateWindow() {
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const now = new Date();
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const from = now.toISOString().slice(0, 10);
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const end = new Date(
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Date.UTC(now.getUTCFullYear(), now.getUTCMonth(), now.getUTCDate() + 30),
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);
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return { from, to: end.toISOString().slice(0, 10) };
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function dateWindow(query: UpcomingEventsQueryDto) {
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const from = query.from ?? new Date().toISOString().slice(0, 10);
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const end = new Date(`${from}T00:00:00.000Z`);
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end.setUTCDate(end.getUTCDate() + 30);
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const to = query.to ?? end.toISOString().slice(0, 10);
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if (from > to)
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throw new BadRequestException({ code: 'INVALID_EVENTS_PERIOD' });
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return { from, to };
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}
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function projectedMoney(
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@@ -0,0 +1,112 @@
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import { INestApplication } from '@nestjs/common';
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import { JwtService } from '@nestjs/jwt';
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import { Test } from '@nestjs/testing';
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import type { Server } from 'node:http';
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import request from 'supertest';
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import { AppModule } from '../src/app.module';
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import { configureApp } from '../src/main';
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import { TbankAccessService } from '../src/tbank/tbank-access.service';
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import { TbankClient } from '../src/tbank/tbank.client';
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import { MoexClient } from '../src/tbank/moex.client';
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describe('Upcoming events date filter HTTP boundary', () => {
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let app: INestApplication<Server>;
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const getPortfolio = jest.fn();
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const token = new JwtService().sign(
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{ sub: 'account-owner', type: 'access' },
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{ secret: process.env.JWT_SECRET },
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);
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beforeAll(async () => {
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const module = await Test.createTestingModule({ imports: [AppModule] })
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.overrideProvider(TbankAccessService)
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.useValue({
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withAccount: (
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_user: string,
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_id: string,
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handler: (ctx: unknown) => unknown,
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) => handler({ token: 'unused' }),
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withSupportedAccounts: (
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_user: string,
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handler: (ctx: unknown) => unknown,
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) =>
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handler({
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token: 'unused',
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accounts: [
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{ id: 'account', name: 'Main' },
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{ id: 'second', name: 'Second' },
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],
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}),
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})
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.overrideProvider(TbankClient)
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.useValue({
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getPortfolio,
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getInstrumentByFigi: () => Promise.resolve(null),
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})
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.overrideProvider(MoexClient)
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.useValue({
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bondEvents: () =>
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Promise.resolve([
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{ type: 'coupon', date: '2099-02-01', value: '2', currency: 'RUB' },
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{ type: 'offer', date: '2099-02-28' },
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{ type: 'offer', date: '2099-03-01' },
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]),
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})
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.compile();
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app = module.createNestApplication();
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configureApp(app);
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await app.init();
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});
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beforeEach(() => {
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getPortfolio.mockReset().mockResolvedValue({
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positions: [
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{
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figi: 'B',
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ticker: 'BOND',
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instrumentType: 'bond',
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quantity: { units: 3 },
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},
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],
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});
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});
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afterAll(() => app.close());
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describe.each(['account', 'all'])('%s account scope', (scope) => {
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it('returns only the requested inclusive period and matching totals', async () => {
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const response = await request(app.getHttpServer())
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.get(
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`/api/v1/brokerage-accounts/${scope}/events?from=2099-02-01&to=2099-02-28`,
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)
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.set('Authorization', `Bearer ${token}`)
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.expect(200);
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expect(response.body).toMatchObject({
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accountId: scope,
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events:
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scope === 'all'
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? [
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{ date: '2099-02-01', account: { id: 'account' } },
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{ date: '2099-02-01', account: { id: 'second' } },
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{ date: '2099-02-28', account: { id: 'account' } },
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{ date: '2099-02-28', account: { id: 'second' } },
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]
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: [{ date: '2099-02-01' }, { date: '2099-02-28' }],
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incomeTotalsByCurrency: [
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{ currency: 'RUB', value: scope === 'all' ? '12' : '6' },
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],
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});
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});
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it.each([
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'from=not-a-date',
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'from=2099-02-30',
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'to=2099-13-01',
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'from=2099-02-01T00:00:00Z',
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'from=2099-02-28&to=2099-02-01',
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])('rejects invalid dates before upstream access: %s', async (query) => {
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await request(app.getHttpServer())
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.get(`/api/v1/brokerage-accounts/${scope}/events?${query}`)
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.set('Authorization', `Bearer ${token}`)
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.expect(400);
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expect(getPortfolio).not.toHaveBeenCalled();
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});
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});
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});
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Block a user