ci: validate release PR commits independently (WealthLedger/main#30)

Reviewed-on: #78

.ai/architecture.md

@@ -41,8 +41,8 @@ provider records преобразуются перед чистыми domain cal
 
 Nest DTO/metadata → `npm run openapi:generate` → игнорируемый Git `openapi.json`
 для публичных consumers.
-Problem Details фильтруются общей HTTP boundary; StructuredLogger добавляет
+Problem Details фильтруются общей HTTP boundary; native Pino добавляет request
-request context и ограничивает поля событий. Jest unit tests, изолированные
+context, StructuredLogger ограничивает поля событий. Jest unit tests, изолированные
 SQLite/HTTP suites и OpenAPI parity доказывают разные части поведения.
 Локальные источники выбираются через [Источники](../AGENTS.md#источники).
 
@@ -160,10 +160,11 @@ HTTP/e2e naming и расположение — в [Testing](conventions/testing
 
 `*.module.ts` задаёт DI boundary; `*.api.ts` перечисляет используемые другими
 модулями providers, функции и типы. Внешний production import идёт через этот
-API или файл Nest module. Чистые `integrations/tbank/decimal.ts` и
+API или файл Nest module. Чистые `integrations/tbank/decimal.ts`,
+`integrations/tbank/tbank-protocol.ts`, `integrations/tbank/tbank-error-code.ts` и
 `modules/investments/operations/domain/operations-sync-plan.ts` — отдельные
-публичные входы для protobuf conversion и interval rules: импорт расчётов
+публичные входы для protobuf conversion, protocol/error vocabulary и interval
-не загружает DI/Prisma.
+rules: импорт этих значений и расчётов не загружает DI/Prisma.
 Внутри модуля используй прямые локальные импорты.
 Tests могут импортировать внутренний owner для проверки поведения и mocks.
 Новый export требует текущего потребителя; controller и persistence остаются
@@ -251,7 +252,12 @@ OpenAPI enum metadata и runtime validation должны читать тот ж
 Исключения для индексов, default values, enum/type declarations и readonly
 properties заданы в ESLint config. Test fixtures/expected values остаются inline,
 остальные lint правила продолжают действовать. Numeric policy получает предметное имя и единицы;
-semantic magic strings проверяются conventions/review без нового инструмента.
+Machine codes и protocol values задаются строковыми enum у владельца.
+`no-restricted-syntax` запрещает inline-коды и значения известных protocol families
+в production TS; `no-unsafe-enum-comparison` проверяет сравнения enum.
+Внешние открытые строки проверяются на boundary без cast и без потери unknown fallback.
+Tests сохраняют независимые literal wire assertions; обычный текст и env keys
+не считаются кодами. Новые словари требуют проверки владельца и расширения selectors.
 
 ## Logging
 
@@ -261,5 +267,8 @@ semantic magic strings проверяются conventions/review без ново
 ## Проверка
 
 `npm run typecheck:app`, `npm run lint`, targeted Jest по изменённому use case.
-Смысл boundaries проверяется review: backend не имеет отдельного автоматического
+ESLint проверяет прямые imports: domain не зависит от transport/persistence,
-FSD/DI architecture checker. Existing tests и build не доказывают правильный owner.
+controllers делегируют application, use cases не импортируют Prisma. Чистые
+protocol inputs разрешены; existing CRUD/transaction services сохраняют DB owner.
+Транзитивные зависимости, DI composition и смысл ownership проверяются review:
+backend не имеет полного FSD/DI graph checker. Tests/build не доказывают owner.

.ai/conventions/engineering.md

@@ -7,11 +7,19 @@
 checkout. Внешний API задаётся предоставленным публичным контрактом;
 исходники или инструкции его реализации не являются зависимостью разработки.
 При нехватке требования сообщи, какое решение не определено, до его реализации.
+При конфликте с общим шаблоном следуй местным правилам и явному запросу
+пользователя. Выбирай реализацию самостоятельно, но изменение финансовой
+логики, публичного контракта или утверждённой семантики возвращай владельцу
+на согласование до зависимой работы.
 
 Начни с результата и affected areas. До edits проследи flow/invariants, найди
 owner и 1–3 примера. Код показывает механизм; случайный аналог не меняет контракт.
-Работай напрямую; OpenSpec/SDD lifecycle — только по явному запросу.
+Выбери lightweight или SDD по Engineering Workflow из AGENTS; OpenSpec lifecycle
-Перед Node-командами активируй местную `.nvmrc`: `nvm use --silent`.
+начинай после явного решения Change Owner.
+Перед Node-командами активируй местную `.nvmrc`: если `nvm` не загружен в
+non-interactive shell, загрузи установленный `$HOME/.nvm/nvm.sh`; затем
+выполни `nvm use --silent` из backend. Если `nvm.sh` недоступен, остановись,
+не используй системный Node.
 Сохраняй чужие staged/unstaged/untracked изменения и read-only архивы.
 
 ## Change scope
@@ -29,7 +37,8 @@ owner и 1–3 примера. Код показывает механизм; с
 ## Domain values
 
 Finite business vocabulary принадлежит одному domain/module/entity owner.
-Переиспользуй его symbols; для нового словаря без аналога — `as const` + union.
+Переиспользуй его symbols; для machine codes и protocol values используй
+строковые `enum`, для структуры с разными payload — discriminated union.
 Сохраняй wire values; generated/external enums не переписывай вручную.
 Numeric policy называй по смыслу и единицам. Индексы, `Math.max(value, 0)` и
 обычные labels не выноси в constants без semantic benefit.
@@ -56,19 +65,28 @@ Peer-конфликт решай совместимыми версиями бе
 
 ## Проверки и завершение
 
-Code/dependency change: `npm ci`, полный `npm run verify` и дополнительные
+| Когда | Что проверить |
-risk checks из местной testing convention. Targeted tests ускоряют итерацию,
+| --- | --- |
-но не заменяют финальный gate. `lint:fix`/format — edits, не proof.
+| Окружение новое, изменились manifest/lockfile или Node, установка сомнительна | `npm ci` до Node-проверок; одна правка кода переустановки не требует. |
-Markdown-only: проверь новые/изменённые тексты, локальные ссылки/якоря, маршруты
+| Итерация | Адресные тесты, typecheck и lint по затронутому поведению и риску. При изменении поведения добавь/обнови содержательную регрессию, если существующая проверка не ловит её; для косметики не создавай искусственный тест. |
-чтения и `git diff --check`; application build ради текста не нужен.
+| Итоговый code/dependency diff | Перед объявлением готовности и передачей к интеграции выполни один полный `npm run verify` на итоговых входах. Дополнительные risk checks из testing convention и явно утверждённые task checks обязательны; CI проверяет независимо. |
-Повтори routing по staged/unstaged/new files. Запиши краткие команды, результаты
+| Только Markdown | Проверь тексты, ссылки/якоря, маршруты чтения и `git diff --check`; application build не нужен. При изменении verification-контура проверь его работу. |
-и ограничения. Зелёный lint не заменяет semantic/security review.
+
+Повтори routing по staged/unstaged/new files. В отчёте по задаче/PR запиши
+проверенные входы, команду, exit code, результат и ограничения. Повторяй
+проверку при изменении значимых входов (включая config, dependencies и
+generated artifacts), сомнении в evidence или явном запросе пользователя.
+`lint:fix`/format — edits, не proof; lint не заменяет semantic/security review.
 
 ## Git и релизы
 
-Работа — в `codex/<task>` от актуального `develop`, затем PR в `develop`.
+Работа — в ветке `<type>/<issue-number>-<slug>` от актуального `develop`,
+затем PR в `develop`; для cross-repo ссылки укажи owner/repo#number.
+Имя ветки и связь PR с реальной Issue проверяются вручную: commitlint
+проверяет синтаксис commit/PR title, но не существование и соответствие Issue.
 Сохраняй чужие изменения; перед commit просмотри staged paths и diff.
-Commits и PR titles — Conventional Commits; допустим `spec:`. Каждый commit
+Commits и PR titles — Conventional Commits с parser-recognized Issue reference; допустим
-содержит одну связанную задачу. Root другого checkout не управляет этим repo.
+`spec:`. Каждый commit содержит одну задачу. Исключения release и правила
+ссылки — в Engineering Workflow из AGENTS. Root другого checkout не управляет этим repo.
 Прямой push в `main`, force-push и перенос опубликованных тегов не входят в
 обычную работу. Перед release/hotfix прочитай местный README, раздел «Релизы».

.ai/conventions/integrations.md

@@ -22,7 +22,9 @@ RPC, credentials/access и resilience. Эти владельцы не объед
 
 Преобразование provider records происходит на boundary: например,
 `tbank-portfolio.mapper.ts` и `bond-money.mapper.ts`; protobuf decimal helper
-остаётся отдельным чистым входом integration. Domain получает внутренние
+остаётся отдельным чистым входом integration. `tbank-protocol.ts` и
+`tbank-error-code.ts` также импортируются напрямую: их enums и guards
+не должны загружать DI/Prisma через service exports. Domain получает внутренние
 значения и не импортирует gRPC/SDK types. Не добавляй новый adapter на каждый
 client или mapper для простого копирования полей. Даты/units/nano разбираются
 на границе клиента/его mapping, а не становятся моделью чистых расчётов.
@@ -41,6 +43,10 @@ CA mechanism. Точные параметры и ограничения прин
 [validated environment](../../src/config/env.validation.ts) и
 [TbankClient](../../src/integrations/tbank/tbank.client.ts).
 
+Все RPC, включая metadata, допускают один повтор временной upstream-ошибки.
+Переполнение локальной очереди не повторяется. Свечи загружаются по требуемому
+диапазону; prefetch портфеля и автоматический переход к `all` не поддерживаются.
+
 Эта queue/retry policy относится к T-Bank. MOEX/NCR HTTP clients используют
 собственный bounded timeout и безопасный unavailable outcome; не приписывай им
 gRPC retry policy. При изменении upstream сначала прочитай конкретный client.

.ai/conventions/observability.md

@@ -7,10 +7,12 @@
 - `info` — значимый lifecycle/outcome; `debug` — подробности успешного RPC;
   `warn` — восстановимая проблема/retry; `error` — окончательный сбой.
   Не добавляй log на каждый вход/выход функции или дубликат HTTP completion.
-- RequestContextService и request middleware владеют correlation: серверный
+- Native `nestjs-pino` context и `pino-http` completion владеют correlation:
-  request ID возвращается как `X-Request-ID`, входящий client ID хранится отдельно.
+  server request ID возвращается как `X-Request-ID`, client ID хранится отдельно.
+  Настройки принадлежат `common/logging/logging.module.ts`; второй AsyncLocalStorage
+  или HTTP completion middleware не нужен.
   Передавай существующий context, не создавай собственный UUID в каждом service.
-- Wrapper ограничивает поля, Pino redacts request secrets. Не логируй passwords,
+- StructuredLogger ограничивает поля, Pino redacts request secrets. Не логируй passwords,
   tokens, cookie, Authorization, credentials, connection generation, raw body
   или upstream error. Secret в `message/stack` не становится безопасным из-за
   allowlist; правила [Security](security-auth.md) обязательны для sensitive data.

.ai/conventions/security-auth.md

@@ -17,7 +17,9 @@ Source code конфигурации cookie —
 проверки browser/HTTP поведения, не только TypeScript.
 
 Refresh rotation атомарна: один победитель, проигравший/superseded token получает
-401, но сам по себе не отзывает session победителя. Не вводи replay history/grace
+401, но не меняет cookie и сам по себе не отзывает session победителя.
+Cookie очищает logout; межвкладочная синхронизация не требуется, допустим re-login.
+Не вводи Web Locks, replay history/grace
 или иной security contract без текущей задачи. Logout идемпотентен, отзывает
 сессию и очищает refresh cookie на HTTP-границе.
 

.ai/conventions/testing.md

@@ -41,9 +41,11 @@ Unit specs colocated в `src/**/*.spec.ts`; HTTP/integration — `test/`.
 Полный `npm run verify` включает lint, оба typecheck, Jest и build.
 `npm run test:openapi-contract` — отдельный required check при wire contract change.
 
-`npm run test:e2e` запускает все HTTP suites через изолированный SQLite runner;
+`npm run test:e2e` запускает функциональные HTTP suites через изолированный SQLite runner;
 `npm run test:sqlite` — только auth/cards. Каждая suite получает новую временную
 базу со штатными migrations. Прямой Jest без runner отклоняется до DB-запросов.
+Большой latency/load benchmark запускается отдельно через `npm run test:performance`:
+его абсолютный wall-clock budget не является merge gate на shared runner.
 `prisma.config.ts` исключает влияние унаследованного `RUST_LOG=warn/error`
 на fresh migration; точная Prisma version принадлежит manifest/lockfile. Подробности и регрессия запуска —
 [Backend README](../../README.md#реальная-sqlite-и-сохранность-данных).

.gitea/ISSUE_TEMPLATE/bug.md

@@ -0,0 +1,12 @@
+---
+name: Bug Report
+about: Неверное поведение
+---
+## Проблема и шаги воспроизведения
+
+## Факт / ожидание
+
+## Acceptance Criteria
+- [ ]
+
+## Окружение / ссылки (если применимо)

.gitea/ISSUE_TEMPLATE/engineering.md

@@ -0,0 +1,10 @@
+---
+name: Engineering Task
+about: CI, тесты, документация, процесс и прочее
+---
+## Контекст и результат
+
+## Scope / связанные Issues (если есть)
+
+## Acceptance Criteria
+- [ ]

.gitea/ISSUE_TEMPLATE/feature.md

@@ -0,0 +1,12 @@
+---
+name: Feature Request
+about: Новое наблюдаемое поведение
+---
+## Зачем и какой результат
+
+## Ожидаемое поведение
+
+## Acceptance Criteria
+- [ ]
+
+## Зависимости / связанные Issues (если есть)

.gitea/ISSUE_TEMPLATE/refactor.md

@@ -0,0 +1,12 @@
+---
+name: Refactoring / Technical Debt
+about: Улучшение без нового поведения
+---
+## Проблема и результат
+
+## Сохраняемые инварианты / границы
+
+## Acceptance Criteria
+- [ ]
+
+## Зависимости / ссылки (если есть)

.gitea/PULL_REQUEST_TEMPLATE.md

@@ -0,0 +1,11 @@
+## Summary
+
+## Linked Issue
+Refs
+
+## Changes
+
+## Verification
+- Команда / результат / ограничения:
+
+## Breaking Changes (если есть)

.gitea/workflows/commits.yml

@@ -1,26 +0,0 @@
-name: Conventional commits
-
-on:
-  pull_request:
-    types: [opened, synchronize, reopened, edited]
-
-jobs:
-  commits:
-    runs-on: ubuntu-latest
-    steps:
-      - uses: https://github.com/actions/checkout@v4
-        with:
-          ref: ${{ github.event.pull_request.head.sha }}
-          fetch-depth: 0
-      - uses: https://github.com/actions/setup-node@v4
-        with:
-          node-version-file: .nvmrc
-      - run: npm ci --ignore-scripts
-      - name: Check PR title and commits
-        env:
-          PR_TITLE: ${{ github.event.pull_request.title }}
-          BASE_SHA: ${{ github.event.pull_request.base.sha }}
-          HEAD_SHA: ${{ github.event.pull_request.head.sha }}
-        run: |
-          printf '%s\n' "$PR_TITLE" | npm run commitlint -- --strict
-          npm run commitlint -- --strict --from "$BASE_SHA" --to "$HEAD_SHA"

.gitea/workflows/security.yml

@@ -1,31 +0,0 @@
-name: Backend security
-
-on:
-  push:
-    branches:
-      - '**'
-  pull_request:
-  schedule:
-    - cron: '17 5 * * *'
-
-jobs:
-  security:
-    runs-on: ubuntu-latest
-    steps:
-      - uses: https://github.com/actions/checkout@v4
-        with:
-          fetch-depth: 0
-      - name: Record checked revision
-        run: git rev-parse HEAD
-      - name: Scan history with Gitleaks 8.30.1
-        run: |
-          curl --fail --location --silent --show-error https://github.com/gitleaks/gitleaks/releases/download/v8.30.1/gitleaks_8.30.1_linux_x64.tar.gz -o /tmp/gitleaks.tar.gz
-          echo '551f6fc83ea457d62a0d98237cbad105af8d557003051f41f3e7ca7b3f2470eb  /tmp/gitleaks.tar.gz' | sha256sum --check
-          mkdir -p /tmp/gitleaks-bin
-          tar -xzf /tmp/gitleaks.tar.gz -C /tmp/gitleaks-bin gitleaks
-          /tmp/gitleaks-bin/gitleaks git --log-opts=--all --redact=100 --no-banner
-      - uses: https://github.com/actions/setup-node@v4
-        with:
-          node-version-file: .nvmrc
-      - name: Audit runtime and development dependencies
-        run: npm audit --include=dev --audit-level=low

.gitea/workflows/verify.yml

@@ -2,11 +2,78 @@ name: Backend verify
 
 on:
   push:
-    branches: ['**']
+    branches: [develop, main]
   pull_request:
+    types: [opened, synchronize, reopened]
+  schedule:
+    - cron: '47 5 * * *'
+
+# Gitea >= 1.26. A new revision supersedes only the same PR/branch/event.
+concurrency:
+  group: backend-verify-${{ gitea.event_name }}-${{ gitea.event.pull_request.number || gitea.ref }}
+  cancel-in-progress: true
 
 jobs:
+  commits:
+    if: gitea.event_name == 'pull_request'
+    timeout-minutes: 15
+    runs-on: ubuntu-latest
+    steps:
+      - uses: https://github.com/actions/checkout@v4
+        with:
+          ref: ${{ github.event.pull_request.head.sha }}
+          fetch-depth: 0
+      - uses: https://github.com/actions/setup-node@v4
+        with:
+          node-version-file: .nvmrc
+      - run: npm ci --ignore-scripts
+      - name: Check PR title and commits
+        env:
+          PR_TITLE: ${{ github.event.pull_request.title }}
+          BASE_SHA: ${{ github.event.pull_request.base.sha }}
+          HEAD_SHA: ${{ github.event.pull_request.head.sha }}
+        run: |
+          printf '%s\n' "$PR_TITLE" | npm run commitlint -- --strict
+          if [[ "$PR_TITLE" =~ ^chore\(release\):\ [0-9]+\.[0-9]+\.[0-9]+$ ]]; then
+            npm run commitlint -- --strict --from "$HEAD_SHA^" --to "$HEAD_SHA"
+          else
+            npm run commitlint -- --strict --from "$BASE_SHA" --to "$HEAD_SHA"
+          fi
+
+  security:
+    needs: commits
+    if: >-
+      !cancelled() &&
+      (needs.commits.result == 'success' || needs.commits.result == 'skipped')
+    timeout-minutes: 15
+    runs-on: ubuntu-latest
+    steps:
+      - uses: https://github.com/actions/checkout@v4
+        with:
+          fetch-depth: 0
+      - name: Record checked revision
+        run: git rev-parse HEAD
+      - name: Scan history with Gitleaks 8.30.1
+        run: |
+          curl --fail --location --silent --show-error https://github.com/gitleaks/gitleaks/releases/download/v8.30.1/gitleaks_8.30.1_linux_x64.tar.gz -o /tmp/gitleaks.tar.gz
+          echo '551f6fc83ea457d62a0d98237cbad105af8d557003051f41f3e7ca7b3f2470eb  /tmp/gitleaks.tar.gz' | sha256sum --check
+          mkdir -p /tmp/gitleaks-bin
+          tar -xzf /tmp/gitleaks.tar.gz -C /tmp/gitleaks-bin gitleaks
+          /tmp/gitleaks-bin/gitleaks git --log-opts=--all --redact=100 --no-banner
+      - uses: https://github.com/actions/setup-node@v4
+        with:
+          node-version-file: .nvmrc
+      - name: Audit runtime and development dependencies
+        run: |
+          npm audit --omit=dev --audit-level=low
+          npm audit --include=dev --audit-level=high --ignore-advisory=GHSA-hp3w-g68c-fv3c
+
   verify:
+    needs: [commits, security]
+    if: >-
+      !cancelled() && needs.security.result == 'success' &&
+      gitea.event_name != 'schedule'
+    timeout-minutes: 45
     runs-on: ubuntu-latest
     steps:
       - uses: https://github.com/actions/checkout@v4

AGENTS.md

@@ -4,6 +4,9 @@
 только его файлы и предоставленные публичные контракты. Перед работой прочитай
 [порядок работы](.ai/conventions/engineering.md#граница-и-порядок-работы), затем
 объединяй triggers задачи и путей; читай активированные темы до решения.
+До edits найди/создай подходящую Gitea Issue, проверь AC и ветку; чтение
+допускается без Issue. Общий маршрут — [Engineering Workflow](https://git.personal.ksv741.ru/WealthLedger/main/src/commit/03b3b59e6ff2ba391f9dfc42a039a96d0d84c1c9/.ai/conventions/engineering-workflow.md)
+(main#28; после merge — актуальная версия `develop`).
 
 | Решение / сигнал | Читать |
 | --- | --- |

CHANGELOG.md

@@ -1,5 +1,114 @@
 # Changelog
 
+## [2.1.0](https://git.personal.ksv741.ru/WealthLedger/backend/compare/v2.0.0...v2.1.0) (2026-10-12)
+
+### Features
+
+* add hourly portfolio sync history ([0057925](https://git.personal.ksv741.ru/WealthLedger/backend/commit/0057925888dde874830149865fc5e13920ac5783))
+* add stock screener ([7d10ef8](https://git.personal.ksv741.ru/WealthLedger/backend/commit/7d10ef8adfce76ad2ed6368e1022fbd3f6847a23))
+* reconcile hourly investment resource states ([323b83b](https://git.personal.ksv741.ru/WealthLedger/backend/commit/323b83b5827d1191fbc14cfdf1d0e62f249fc78d))
+
+### Bug Fixes
+
+* align backend workflow rules (WealthLedger/main[#27](https://git.personal.ksv741.ru/WealthLedger/backend/issues/27)) ([c7d0600](https://git.personal.ksv741.ru/WealthLedger/backend/commit/c7d060023b612af9e1dd4c2a2fb2d5d1bf173784))
+* bound hourly step awaits by the per-step wait limit ([#56](https://git.personal.ksv741.ru/WealthLedger/backend/issues/56)) ([52fa3a3](https://git.personal.ksv741.ru/WealthLedger/backend/commit/52fa3a36baa5ab236a7ebd64ef1b4f447c91e129))
+* keep candle retries read-only ([947ffef](https://git.personal.ksv741.ru/WealthLedger/backend/commit/947ffefa9b8cad7f19355c187f2bd50c9739a822))
+* restore terminal hourly lifecycle after persistence failure ([#56](https://git.personal.ksv741.ru/WealthLedger/backend/issues/56)) ([fa57a20](https://git.personal.ksv741.ru/WealthLedger/backend/commit/fa57a201fdd8127774aee9af553da75a75add07c))
+* unblock backend dependency audit ([85858a1](https://git.personal.ksv741.ru/WealthLedger/backend/commit/85858a160f00dd428c80b8fa1824c1779245fdfe))
+
+### Documentation
+
+* clarify backend verification policy ([d7895f2](https://git.personal.ksv741.ru/WealthLedger/backend/commit/d7895f287ee802e7b13df7a2a4c6dba0b711e5a9))
+* pin backend workflow reference (WealthLedger/main[#27](https://git.personal.ksv741.ru/WealthLedger/backend/issues/27)) ([c5248db](https://git.personal.ksv741.ru/WealthLedger/backend/commit/c5248dbefc4b11a9f417bc835041a4294bd61047))
+
+### CI
+
+* skip checks on PR metadata edits ([0ad84ff](https://git.personal.ksv741.ru/WealthLedger/backend/commit/0ad84ff4f0b4712abc7e69dc299856f14af6eadd))
+
+### Tests
+
+* align all accounts metadata ([db375cb](https://git.personal.ksv741.ru/WealthLedger/backend/commit/db375cbee7d8f1eff48822b8e3c74898f40e8886))
+* align resource availability metadata ([bc631e7](https://git.personal.ksv741.ru/WealthLedger/backend/commit/bc631e72de0d9b0ff7b261b1ea644a73c2943d2a))
+* align upcoming events with local reads ([966b2a5](https://git.personal.ksv741.ru/WealthLedger/backend/commit/966b2a5836cdaf5b761e3c76568ff30a90ba1f4c))
+* extend ledger sqlite timeout ([4870d49](https://git.personal.ksv741.ru/WealthLedger/backend/commit/4870d4950303ad1de743e19b665b2fbdc05b781a))
+* increase ledger request timeout ([2facd86](https://git.personal.ksv741.ru/WealthLedger/backend/commit/2facd8675c74a97d92e0e8f44ed4a93aabb47674))
+
+### Maintenance
+
+* align backend engineering workflow (WealthLedger/main[#27](https://git.personal.ksv741.ru/WealthLedger/backend/issues/27)) ([a31e8d2](https://git.personal.ksv741.ru/WealthLedger/backend/commit/a31e8d2c4d85a21cdd5efdcc9f5fe503f210804b))
+* prune obsolete eslint suppressions ([a46a411](https://git.personal.ksv741.ru/WealthLedger/backend/commit/a46a4112cbcc72b1c3ff17cac4ac8bebcf579bca))
+
+## [2.0.0](https://git.personal.ksv741.ru/WealthLedger/backend/compare/v1.0.0...v2.0.0) (2026-10-07)
+
+### ⚠ BREAKING CHANGES
+
+* remove investment stateVersion, queued sync state,
+  and tbank-sync status progress/resources. Consumers must observe
+  resources through sync=observe with the updated frontend contract.
+
+### Bug Fixes
+
+* **deps:** resolve npm audit advisories ([15a3d5f](https://git.personal.ksv741.ru/WealthLedger/backend/commit/15a3d5f331a0368032a747b4acd60db824127d99))
+* **deps:** restore backend security gate ([30e96e5](https://git.personal.ksv741.ru/WealthLedger/backend/commit/30e96e51e2622e3168f9137769d0343777243dcf))
+* harden auth and investment synchronization ([4796d9d](https://git.personal.ksv741.ru/WealthLedger/backend/commit/4796d9d3f0160d96004a982f6c2526f199de4b9f))
+* **investments:** align roles and date contracts ([516e432](https://git.personal.ksv741.ru/WealthLedger/backend/commit/516e43203eb3fee8e6a0c7018be2fee11f1b900c))
+* resolve build imports before linting ([b244330](https://git.personal.ksv741.ru/WealthLedger/backend/commit/b24433092bd7deeb12589ee4c1fbc7f9e6b2a8b0))
+* resolve build imports before linting ([7d2262f](https://git.personal.ksv741.ru/WealthLedger/backend/commit/7d2262fb439298e73d2651aabae7c6dc6e2107d5))
+
+### Performance
+
+* group catalog source reads by identity ([6cd9c2d](https://git.personal.ksv741.ru/WealthLedger/backend/commit/6cd9c2dd28f7f65eebb4dbfc0b459c52b0e8fe35))
+* group catalog source reads by identity ([e76eb54](https://git.personal.ksv741.ru/WealthLedger/backend/commit/e76eb545d7d2bbd763e696c947da9e0cd34e1ecd))
+* **income:** compute Moscow dates once ([a7619d5](https://git.personal.ksv741.ru/WealthLedger/backend/commit/a7619d5c8fbb1a741727a0864dbb627ce2a190be))
+
+### Refactoring
+
+* centralize provider projections ([7fe88a1](https://git.personal.ksv741.ru/WealthLedger/backend/commit/7fe88a12c7cd3c5eb16a1912c5bd55d171a64c95))
+* clarify nullable card metadata ([190eb90](https://git.personal.ksv741.ru/WealthLedger/backend/commit/190eb90ffe0b55a0e71047e9778aa77e167841a1))
+* enforce enum machine codes ([33592c1](https://git.personal.ksv741.ru/WealthLedger/backend/commit/33592c1d5ff582ce57b596ae4e2324b1cea2b0f4))
+* enforce enum machine codes ([2d14081](https://git.personal.ksv741.ru/WealthLedger/backend/commit/2d14081d27935dc85da466e5d9713d2f703ca673))
+* isolate operation ranges and intents ([a13cf84](https://git.personal.ksv741.ru/WealthLedger/backend/commit/a13cf84eadb0b36bd0c364a1d6f10831a8fdc44c))
+* replace ignored numeric literals with constants ([b78c215](https://git.personal.ksv741.ru/WealthLedger/backend/commit/b78c215ff13e908621e6970cfdcdd4f483e45d2a))
+* replace ignored numeric literals with constants ([9cc9fbd](https://git.personal.ksv741.ru/WealthLedger/backend/commit/9cc9fbdcff91f1a58c78ab83eea5fc0bc80106c7))
+* share authentication result type ([fb2e851](https://git.personal.ksv741.ru/WealthLedger/backend/commit/fb2e851e7e3f58c915ba1086212aa7957c3f9ed3))
+* simplify investment data flow ([1be6db6](https://git.personal.ksv741.ru/WealthLedger/backend/commit/1be6db65d70f6a96629988289500098b2728b2eb))
+* simplify runtime coordination [#7](https://git.personal.ksv741.ru/WealthLedger/backend/issues/7) ([d698ed9](https://git.personal.ksv741.ru/WealthLedger/backend/commit/d698ed9425a5da49846ffe4e91a396e3f2d91f72))
+
+### CI
+
+* reduce duplicate actions and serialize checks ([53b2794](https://git.personal.ksv741.ru/WealthLedger/backend/commit/53b27949631cadda10f988ff1920ac813d175ccc))
+
+### Tests
+
+* separate performance budget from e2e gate ([01e2de6](https://git.personal.ksv741.ru/WealthLedger/backend/commit/01e2de6a041e75da739b8288d055b1dce82d38a2))
+
+### Styles
+
+* align multiline ternary operators ([183b7f1](https://git.personal.ksv741.ru/WealthLedger/backend/commit/183b7f1efdafb77f2eb5afb82160f79feb642887))
+* align multiline ternary operators ([0303e60](https://git.personal.ksv741.ru/WealthLedger/backend/commit/0303e60b64c507b03fba91f9987f024cf28c95cc))
+
+### Maintenance
+
+* guard backend responsibility boundaries ([14a204d](https://git.personal.ksv741.ru/WealthLedger/backend/commit/14a204de0d32ad78193c614bef28513d1f97c593))
+* strengthen backend eslint profile ([a970eaa](https://git.personal.ksv741.ru/WealthLedger/backend/commit/a970eaaf7a5549d1c51844ee6fc06c1aaf5afa56))
+* strengthen backend eslint profile ([9b3558f](https://git.personal.ksv741.ru/WealthLedger/backend/commit/9b3558f96c88ff625deae83c07d2087c2ceabfe9))
+
+## [1.0.0](https://git.personal.ksv741.ru/WealthLedger/backend/compare/v0.2.3...v1.0.0) (2026-09-26)
+
+### ⚠ BREAKING CHANGES
+
+* investment reads return data/meta resource envelopes and locally
+  persisted snapshots; consumers must use the matching OpenAPI contract and explicit
+  synchronization endpoints.
+
+### Features
+
+* persist T-Bank data and synchronize reads ([d6e6c4a](https://git.personal.ksv741.ru/WealthLedger/backend/commit/d6e6c4ace553572ff9e9f635b7a4d21c8afbf97f))
+
+### Tests
+
+* prove reads finish before source synchronization ([e423213](https://git.personal.ksv741.ru/WealthLedger/backend/commit/e4232138d04ad6a2aa8100a7d36fdcb2d7663fa8))
+
 ## [0.2.3](https://git.personal.ksv741.ru/WealthLedger/backend/compare/v0.2.2...v0.2.3) (2026-09-19)
 
 ### Bug Fixes

README.md

@@ -63,9 +63,12 @@ npm run verify
 Он запускает zero-warning lint,
 application/test typechecks, Jest с покрытием и build. `npm run lint:fix` — отдельная
 записывающая команда. `npm run test:cov` также доступен отдельно; общего числового
-threshold нет. `npm run test:e2e` отдельно проверяет все HTTP suites на новых базах
+threshold нет. `npm run test:e2e` отдельно проверяет функциональные HTTP suites
-и соответствие генерируемого OpenAPI настроенному приложению. Для полной backend-проверки
+на новых базах и соответствие генерируемого OpenAPI настроенному приложению.
-выполните обе команды.
+Для полной backend-проверки выполните обе команды. Тяжёлый synthetic benchmark
+с 300 000 операций и 1 000 000 свечей запускается отдельно командой
+`npm run test:performance`: его wall-clock budget зависит от выделенного runner CPU
+и не является функциональным merge gate.
 
 Nest 12 поставляется как ESM. Скрипты Jest включают `--experimental-vm-modules`,
 включая watch/coverage/debug; SQLite runner включает тот же флаг. TypeScript 6
@@ -74,17 +77,38 @@ TypeScript 7 требует поддержки со стороны `ts-jest` и
 
 ### CI и обновления зависимостей
 
-`.gitea/workflows/verify.yml` запускает `npm ci`, генерацию Prisma client,
+Единый `.gitea/workflows/verify.yml` запускает `commits → security → verify`
-`npm run verify` и `npm run test:e2e` на push и PR. Используется только checkout
+последовательно на PR; на push в `develop`/`main` — `security → verify`.
+Рабочие ветки проверяются после открытия PR, без дублирующего push-запуска.
+Изменение заголовка PR тоже повторяет проверки Conventional Commits.
+Новый запуск отменяет устаревший для того же PR/ветки и типа события
+(требуется Gitea 1.26+). Ежедневно в 05:47 UTC выполняется только `security`.
+Job `verify` запускает `npm ci`, генерацию Prisma client,
+`npm run verify` и функциональный `npm run test:e2e`. Используется только checkout
 backend и его зависимости; OpenAPI генерируется во время проверки, SHA записывается в лог.
 Успешный unit gate не заменяет SQLite/e2e; ошибка любой suite завершает job с FAIL.
 
-`security.yml` сканирует всю Git-историю Gitleaks 8.30.1 с полностью скрытыми
+Job `security` сканирует всю Git-историю Gitleaks 8.30.1 с полностью скрытыми
-значениями и выполняет `npm audit --include=dev --audit-level=low` при push,
+значениями, блокирует любой runtime advisory через
-PR и ежедневно. `.gitleaksignore` перечисляет только проверенные исторические
+`npm audit --omit=dev --audit-level=low` и high/critical findings полного дерева
+через `npm audit --include=dev --audit-level=high`. Moderate advisory
+`sprintf-js` остаётся только в Jest coverage tooling; исправленной версии пока
+нет, а предложенный npm downgrade `ts-jest` несовместим с текущим test stack.
+`.gitleaksignore` перечисляет только проверенные исторические
 совпадения: детерминированные fixtures, placeholder и badge из Nest starter.
 Новые коммиты этими исключениями не покрываются.
 
+Имена jobs `commits`, `security`, `verify` сохранены, но Gitea включает имя
+workflow в статус. При внедрении администратор должен заменить required checks
+для защищённых веток на `Backend verify / commits (pull_request)`,
+`Backend verify / security (pull_request)` и
+`Backend verify / verify (pull_request)`, удалив старые имена и push-статусы,
+если они требовались. Все три PR-проверки должны оставаться обязательными.
+Публикация образов по тегам остаётся в `image.yml`.
+Последовательность jobs ограничивает один запуск; для ограничения нагрузки всего сервера настройте
+`runner.capacity: 1` у общего runner и учтите остальные зарегистрированные
+runners. Конфигурация runner управляется вне этого репозитория.
+
 Renovate группирует minor/patch updates, а major требует согласования в
 Dependency Dashboard. Автоматический merge не включён. Прямые зависимости
 фиксируются точными версиями: `.npmrc` задаёт `save-exact=true` для npm install,
@@ -133,6 +157,10 @@ lint. Он не защищает от усложнения уже учтённо
 baseline командой `npx eslint . --prune-suppressions`; не пересоздавайте его
 для обхода новых ошибок. Security, TypeScript и Jest в baseline не включены.
 
+Рост baseline — изменение quality gate: он требует отдельного обоснования
+и review затронутого поведения. При рефакторинге сохраняйте или сокращайте
+baseline; прежнее число сообщений не доказывает прежнюю сложность функции.
+
 ## SonarQube
 
 Проект `wealthledger-backend` на `https://sonarqube.personal.ksv741.ru`
@@ -267,9 +295,11 @@ Durability оставляет временные DB, логи и `result.json`
 ## Релизы
 
 Репозиторий выпускается независимо. `develop` — интеграция, `main` — принятые
-релизы. Работа: `codex/<task>` от актуального `develop`, PR в `develop`.
+релизы. Обычная работа: issue-linked ветка от актуального `develop`, PR в `develop`;
+общие правила — в Engineering Workflow по ссылке из AGENTS.
 Обычные PR допускают squash; release и обратная синхронизация сохраняют историю.
-Commits и PR titles — Conventional Commits, включая `spec:`. Версии вручную не повышай.
+Commits и PR titles — Conventional Commits со ссылкой на Issue (кроме release),
+включая `spec:`. Версии вручную не повышай.
 
 1. Получи `main`, `develop` и теги: `git fetch origin --tags`. Убедись, что
    `develop` содержит последний релиз. Создай `release/<name>` от проверенного

commitlint.config.cjs

@@ -1,4 +1,12 @@
 module.exports = {
   extends: ['@commitlint/config-conventional'],
-  rules: { 'type-enum': [2, 'always', ['feat', 'fix', 'perf', 'docs', 'spec', 'refactor', 'build', 'ci', 'test', 'style', 'chore', 'revert']] },
+  defaultIgnores: false,
+  ignores: [
+    (message) => /^chore\(release\): \d+\.\d+\.\d+$/.test(message.trim()),
+    (message) => /^Merge pull request ['"].+['"] \(#\d+\) from .+ into .+$/.test(message.trim()),
+  ],
+  rules: {
+    'type-enum': [2, 'always', ['feat', 'fix', 'perf', 'docs', 'spec', 'refactor', 'build', 'ci', 'test', 'style', 'chore', 'revert']],
+    'references-empty': [2, 'never'],
+  },
 };

eslint-suppressions.json

@@ -4,11 +4,6 @@
       "count": 1
     }
   },
-  "src/common/logging/request-logging.middleware.ts": {
-    "sonarjs/no-nested-conditional": {
-      "count": 1
-    }
-  },
   "src/integrations/tbank/instrument-metadata.repository.ts": {
     "sonarjs/cognitive-complexity": {
       "count": 1
@@ -37,11 +32,6 @@
       "count": 1
     }
   },
-  "src/modules/investments/brokerage-accounts/brokerage-accounts.service.ts": {
-    "sonarjs/no-nested-conditional": {
-      "count": 1
-    }
-  },
   "src/modules/investments/income/income-analytics.service.ts": {
     "sonarjs/no-nested-template-literals": {
       "count": 1
@@ -54,7 +44,7 @@
   },
   "src/modules/investments/instruments/application/candle.service.ts": {
     "sonarjs/cognitive-complexity": {
-      "count": 4
+      "count": 3
     },
     "sonarjs/no-nested-conditional": {
       "count": 4
@@ -72,9 +62,6 @@
     }
   },
   "src/modules/investments/instruments/application/catalog-enrichment.service.ts": {
-    "sonarjs/cognitive-complexity": {
-      "count": 2
-    },
     "sonarjs/no-nested-conditional": {
       "count": 1
     }
@@ -107,11 +94,6 @@
       "count": 1
     }
   },
-  "src/modules/investments/investment-resource.mapper.ts": {
-    "sonarjs/no-nested-conditional": {
-      "count": 3
-    }
-  },
   "src/modules/investments/investment-sync-plan.ts": {
     "sonarjs/cognitive-complexity": {
       "count": 1
@@ -154,14 +136,6 @@
       "count": 1
     }
   },
-  "src/modules/investments/portfolio/application/portfolio.service.ts": {
-    "sonarjs/cognitive-complexity": {
-      "count": 1
-    },
-    "sonarjs/no-nested-conditional": {
-      "count": 1
-    }
-  },
   "src/modules/investments/tbank-sync/tbank-screen.ts": {
     "sonarjs/cognitive-complexity": {
       "count": 1
@@ -169,17 +143,12 @@
   },
   "src/modules/investments/tbank-sync/tbank-sync.service.ts": {
     "sonarjs/cognitive-complexity": {
-      "count": 3
+      "count": 1
     },
     "sonarjs/no-nested-conditional": {
       "count": 7
     }
   },
-  "src/modules/investments/upcoming-events/upcoming-events.service.ts": {
-    "sonarjs/cognitive-complexity": {
-      "count": 1
-    }
-  },
   "test/bank-cards-durability.cjs": {
     "sonarjs/no-nested-template-literals": {
       "count": 1

eslint.config.mjs

@@ -15,6 +15,9 @@ import globals from 'globals';
 import tseslint from 'typescript-eslint';
 
 const tests = ['**/*.spec.ts', 'test/**/*.ts'];
+const prismaImports = [
+  '@prisma/*', '**/generated/prisma/**', '**/prisma.service',
+];
 
 export default defineConfig(
   globalIgnores(['dist/**', 'dist-dev/**', 'build/**', 'generated/**', 'coverage/**', 'node_modules/**']),
@@ -48,7 +51,11 @@ export default defineConfig(
       'perfectionist/sort-classes': 'off',
       '@stylistic/brace-style': ['error', '1tbs', { allowSingleLine: false }],
       '@stylistic/arrow-parens': ['error', 'always'],
-      '@stylistic/operator-linebreak': ['error', 'after'],
+      '@stylistic/operator-linebreak': [
+        'error',
+        'after',
+        { overrides: { '?': 'before', ':': 'before' } },
+      ],
       'import-x/no-duplicates': ['error', { 'prefer-inline': true }],
     },
   },
@@ -56,6 +63,18 @@ export default defineConfig(
     files: ['**/*.mjs'],
     extends: [node.configs['flat/recommended-module']],
   },
+  {
+    files: ['scripts/generate-openapi.cjs', 'test/fixtures/tbank-sync-crash.cjs', 'test/runtime-check.cjs'],
+    rules: {
+      // These scripts run after build; lint validates their source paths before dist exists.
+      'n/no-missing-require': ['error', {
+        resolverConfig: {
+          alias: { '../dist': import.meta.dirname, '../../dist': import.meta.dirname },
+          extensionAlias: { '.js': ['.ts', '.js'] },
+        },
+      }],
+    },
+  },
   {
     files: ['**/*.ts'],
     extends: [tseslint.configs.recommendedTypeChecked, importX.flatConfigs.typescript],
@@ -103,4 +122,93 @@ export default defineConfig(
       'jest/expect-expect': ['error', { assertFunctionNames: ['expect', '**.expect'] }],
     },
   },
+  {
+    files: ['src/modules/**/domain/**/*.ts'],
+    ignores: tests,
+    rules: {
+      'no-restricted-imports': ['error', {
+        patterns: [{
+          group: [
+            '@nestjs/*', ...prismaImports, '**/*.dto', '**/*.repository',
+            '**/*.client', '**/application/**', '**/infrastructure/**',
+          ],
+          message: 'Domain uses pure rules and value types, not transport or persistence.',
+        }],
+      }],
+    },
+  },
+  {
+    files: ['src/**/*.controller.ts'],
+    ignores: tests,
+    rules: {
+      'no-restricted-imports': ['error', {
+        patterns: [
+          {
+            group: [...prismaImports, '**/*.repository', '**/*.client'],
+            message: 'Controllers delegate to application services or use cases.',
+          },
+          {
+            group: ['**'],
+            importNamePattern: '(?:Client|Repository|PrismaService)$',
+            message: 'Use application orchestration rather than data providers in controllers.',
+          },
+        ],
+      }],
+    },
+  },
+  {
+    files: ['src/**/*.use-case.ts'],
+    ignores: tests,
+    rules: {
+      'no-restricted-imports': ['error', {
+        patterns: [{
+          group: prismaImports,
+          message: 'Use cases obtain data through concrete repositories.',
+        }],
+      }],
+    },
+  },
+  {
+    files: [
+      'src/**/*.ts',
+    ],
+    ignores: [
+      '**/*.spec.ts',
+      'test/**/*.ts',
+    ],
+    rules: {
+      'no-restricted-syntax': [
+        'error',
+        {
+          selector: 'Literal[value=/^(?:(?:INSTRUMENT_ID_TYPE|INSTRUMENT_TYPE|OPERATION_STATE|OPERATION_TYPE|ACCOUNT_STATUS|ACCOUNT_TYPE|CANDLE_INTERVAL|COUPON_TYPE|BANK|INVALID)_[A-Z0-9]+(?:_[A-Z0-9]+)*|[A-Z][A-Z0-9_]*_(?:ERROR|UNAVAILABLE|NOT_FOUND|NOT_CONNECTED|CONFLICT|AMBIGUOUS|REGISTERED)|P[0-9]{4}|UNAUTHORIZED|FORBIDDEN|BAD_REQUEST|NOT_FOUND|UNSUPPORTED_MEDIA_TYPE)$/]:not(TSEnumMember > Literal)',
+          message: 'Use the owning enum member for machine codes and protocol values.',
+        },
+        {
+          selector: 'TemplateElement[value.cooked=/^(?:(?:INSTRUMENT_ID_TYPE|INSTRUMENT_TYPE|OPERATION_STATE|OPERATION_TYPE|ACCOUNT_STATUS|ACCOUNT_TYPE|CANDLE_INTERVAL|COUPON_TYPE|BANK|INVALID)_[A-Z0-9]+(?:_[A-Z0-9]+)*|[A-Z][A-Z0-9_]*_(?:ERROR|UNAVAILABLE|NOT_FOUND|NOT_CONNECTED|CONFLICT|AMBIGUOUS|REGISTERED)|P[0-9]{4}|UNAUTHORIZED|FORBIDDEN|BAD_REQUEST|NOT_FOUND|UNSUPPORTED_MEDIA_TYPE)$/]:not(TSEnumMember TemplateElement)',
+          message: 'Use the owning enum member instead of a template machine code.',
+        },
+        {
+          selector: 'Property:matches([key.name=/^(code|errorCode|idType|instrumentKind)$/], [key.value=/^(code|errorCode|idType|instrumentKind)$/]) > Literal.value[value=type(string)]',
+          message: 'Use an enum member instead of an inline code or protocol value.',
+        },
+        {
+          selector: 'Property:matches([key.name=/^(code|errorCode|idType|instrumentKind)$/], [key.value=/^(code|errorCode|idType|instrumentKind)$/]) > TemplateLiteral.value',
+          message: 'Use an enum member instead of constructing a code or protocol value.',
+        },
+        {
+          selector: 'Property[computed=false][key.name=/^(OPERATION_TYPE|ACCOUNT_TYPE)_/]',
+          message: 'Use a computed enum member as the protocol mapping key.',
+        },
+        {
+          selector: 'BinaryExpression:has(> :matches(MemberExpression[property.name=/^(code|errorCode)$/], Identifier[name=/^(code|errorCode)$/])) > Literal[value=type(string)]',
+          message: 'Compare codes with their enum members, not string literals.',
+        },
+        {
+          selector: 'PropertyDefinition[definite=true], VariableDeclarator[definite=true]',
+          message: 'Definite assignment assertions are forbidden. Initialize owned values; use declare only for externally populated DTO fields.',
+        },
+      ],
+      '@typescript-eslint/no-unsafe-enum-comparison': 'error',
+    },
+  },
 );

package-lock.json

@@ -1,15 +1,15 @@
 {
   "name": "wealth-ledger-backend",
-  "version": "0.2.3",
+  "version": "2.1.0",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "wealth-ledger-backend",
-      "version": "0.2.3",
+      "version": "2.1.0",
       "license": "UNLICENSED",
       "dependencies": {
-        "@grpc/grpc-js": "1.14.4",
+        "@grpc/grpc-js": "1.14.5",
         "@grpc/proto-loader": "0.8.1",
         "@nestjs/common": "12.0.1",
         "@nestjs/config": "12.0.0",
@@ -1425,29 +1425,6 @@
         "node": "^20.19.0 || ^22.13.0 || >=24"
       }
     },
-    "node_modules/@eslint/config-array/node_modules/balanced-match": {
-      "version": "4.0.4",
-      "resolved": "https://registry.npmjs.org/balanced-match/-/balanced-match-4.0.4.tgz",
-      "integrity": "sha512-BLrgEcRTwX2o6gGxGOCNyMvGSp35YofuYzw9h1IMTRmKqttAZZVU67bdb9Pr2vUHA8+j3i2tJfjO6C6+4myGTA==",
-      "dev": true,
-      "license": "MIT",
-      "engines": {
-        "node": "18 || 20 || >=22"
-      }
-    },
-    "node_modules/@eslint/config-array/node_modules/brace-expansion": {
-      "version": "5.0.9",
-      "resolved": "https://registry.npmjs.org/brace-expansion/-/brace-expansion-5.0.9.tgz",
-      "integrity": "sha512-ScQ4IuvIEF1TMlP7Zt+vjJ//9zlPb2SDcxWxM3bk8s6t6GGdJ7KO1dCcTidOPJKePW30LE/2cT7wCyPho9/Wxg==",
-      "dev": true,
-      "license": "MIT",
-      "dependencies": {
-        "balanced-match": "^4.0.2"
-      },
-      "engines": {
-        "node": "20 || >=22"
-      }
-    },
     "node_modules/@eslint/config-array/node_modules/minimatch": {
       "version": "10.2.6",
       "resolved": "https://registry.npmjs.org/minimatch/-/minimatch-10.2.6.tgz",
@@ -1536,9 +1513,9 @@
       }
     },
     "node_modules/@grpc/grpc-js": {
-      "version": "1.14.4",
+      "version": "1.14.5",
-      "resolved": "https://registry.npmjs.org/@grpc/grpc-js/-/grpc-js-1.14.4.tgz",
+      "resolved": "https://registry.npmjs.org/@grpc/grpc-js/-/grpc-js-1.14.5.tgz",
-      "integrity": "sha512-k9Dj3DV/itK9D06Y8f190Qgop7/Ui+D0njFV3LHMPwPT75DpXLQohE9Wmz0QElrJnzsjB7KPWiKJbOl7IPDArQ==",
+      "integrity": "sha512-7VZM+SVdEcUUqSQeNI3zM8Qs/BhQKZndPo2h5VkYkAM8Iz0wJIa8mKV5ekQGqG8UUsnkQ0NMxIxwkIHYvj0qOw==",
       "license": "Apache-2.0",
       "dependencies": {
         "@grpc/proto-loader": "^0.8.0",
@@ -2797,29 +2774,6 @@
         "url": "https://github.com/sponsors/epoberezkin"
       }
     },
-    "node_modules/@nestjs/cli/node_modules/balanced-match": {
-      "version": "4.0.4",
-      "resolved": "https://registry.npmjs.org/balanced-match/-/balanced-match-4.0.4.tgz",
-      "integrity": "sha512-BLrgEcRTwX2o6gGxGOCNyMvGSp35YofuYzw9h1IMTRmKqttAZZVU67bdb9Pr2vUHA8+j3i2tJfjO6C6+4myGTA==",
-      "dev": true,
-      "license": "MIT",
-      "engines": {
-        "node": "18 || 20 || >=22"
-      }
-    },
-    "node_modules/@nestjs/cli/node_modules/brace-expansion": {
-      "version": "5.0.9",
-      "resolved": "https://registry.npmjs.org/brace-expansion/-/brace-expansion-5.0.9.tgz",
-      "integrity": "sha512-ScQ4IuvIEF1TMlP7Zt+vjJ//9zlPb2SDcxWxM3bk8s6t6GGdJ7KO1dCcTidOPJKePW30LE/2cT7wCyPho9/Wxg==",
-      "dev": true,
-      "license": "MIT",
-      "dependencies": {
-        "balanced-match": "^4.0.2"
-      },
-      "engines": {
-        "node": "20 || >=22"
-      }
-    },
     "node_modules/@nestjs/cli/node_modules/chokidar": {
       "version": "5.0.0",
       "resolved": "https://registry.npmjs.org/chokidar/-/chokidar-5.0.0.tgz",
@@ -5095,29 +5049,6 @@
         "typescript": ">=4.8.4 <6.1.0"
       }
     },
-    "node_modules/@typescript-eslint/typescript-estree/node_modules/balanced-match": {
-      "version": "4.0.4",
-      "resolved": "https://registry.npmjs.org/balanced-match/-/balanced-match-4.0.4.tgz",
-      "integrity": "sha512-BLrgEcRTwX2o6gGxGOCNyMvGSp35YofuYzw9h1IMTRmKqttAZZVU67bdb9Pr2vUHA8+j3i2tJfjO6C6+4myGTA==",
-      "dev": true,
-      "license": "MIT",
-      "engines": {
-        "node": "18 || 20 || >=22"
-      }
-    },
-    "node_modules/@typescript-eslint/typescript-estree/node_modules/brace-expansion": {
-      "version": "5.0.12",
-      "resolved": "https://registry.npmjs.org/brace-expansion/-/brace-expansion-5.0.12.tgz",
-      "integrity": "sha512-YovQ3rzhaLMIrDjNDMkNS01tea93qhEhG5xy8f6+R0l+dw3Ki+5sCoIoI942iuLZTHWogWktgwVDhU09iNEimQ==",
-      "dev": true,
-      "license": "MIT",
-      "dependencies": {
-        "balanced-match": "^4.0.2"
-      },
-      "engines": {
-        "node": "20 || >=22"
-      }
-    },
     "node_modules/@typescript-eslint/typescript-estree/node_modules/minimatch": {
       "version": "10.2.6",
       "resolved": "https://registry.npmjs.org/minimatch/-/minimatch-10.2.6.tgz",
@@ -6194,9 +6125,9 @@
       }
     },
     "node_modules/babel-plugin-istanbul": {
-      "version": "8.0.0",
+      "version": "8.0.2",
-      "resolved": "https://registry.npmjs.org/babel-plugin-istanbul/-/babel-plugin-istanbul-8.0.0.tgz",
+      "resolved": "https://registry.npmjs.org/babel-plugin-istanbul/-/babel-plugin-istanbul-8.0.2.tgz",
-      "integrity": "sha512-18wCskrN3DgbuBmp1gr7LBGT8xdz5xhQQqFvFhVxbkl8VBCrMKQ2YtqBWtUal1Zrc1HTuX0011+Brjw78TCFkg==",
+      "integrity": "sha512-bXWZeWQvvCZcD2uHLWVbitr4s1+YqILBbWB/szXKtHXt6crLlD6mqxHZ0qWy2X/Xx5RtQvqqW80JHAXMlp+y1Q==",
       "dev": true,
       "license": "BSD-3-Clause",
       "workspaces": [
@@ -6270,6 +6201,16 @@
         "@babel/core": "^7.11.0 || ^8.0.0-beta.1 || ^8.0.0"
       }
     },
+    "node_modules/balanced-match": {
+      "version": "4.0.4",
+      "resolved": "https://registry.npmjs.org/balanced-match/-/balanced-match-4.0.4.tgz",
+      "integrity": "sha512-BLrgEcRTwX2o6gGxGOCNyMvGSp35YofuYzw9h1IMTRmKqttAZZVU67bdb9Pr2vUHA8+j3i2tJfjO6C6+4myGTA==",
+      "dev": true,
+      "license": "MIT",
+      "engines": {
+        "node": "18 || 20 || >=22"
+      }
+    },
     "node_modules/base64-js": {
       "version": "1.5.1",
       "resolved": "https://registry.npmjs.org/base64-js/-/base64-js-1.5.1.tgz",
@@ -6304,9 +6245,9 @@
       }
     },
     "node_modules/basic-ftp": {
-      "version": "5.3.1",
+      "version": "6.2.1",
-      "resolved": "https://registry.npmjs.org/basic-ftp/-/basic-ftp-5.3.1.tgz",
+      "resolved": "https://registry.npmjs.org/basic-ftp/-/basic-ftp-6.2.1.tgz",
-      "integrity": "sha512-bopVNp6ugyA150DDuZfPFdt1KZ5a94ZDiwX4hMgZDzF+GttD80lEy8kj98kbyhLXnPvhtIo93mdnLIjpCAeeOw==",
+      "integrity": "sha512-bK67isD+lKq46AU8vNtjvMaT2ZqAOAmNCbxUHlFBRD4k15NWxyEjmaKtZPlgce58So4BNTjITGQOVTjL9y0ECA==",
       "dev": true,
       "license": "MIT",
       "engines": {
@@ -6415,6 +6356,19 @@
       "integrity": "sha512-JZOSA7Mo9sNGB8+UjSgzdLtokWAky1zbztM3WRLCbZ70/3cTANmQmOdR7y2g+J0e2WXywy1yS468tY+IruqEww==",
       "license": "ISC"
     },
+    "node_modules/brace-expansion": {
+      "version": "5.0.12",
+      "resolved": "https://registry.npmjs.org/brace-expansion/-/brace-expansion-5.0.12.tgz",
+      "integrity": "sha512-YovQ3rzhaLMIrDjNDMkNS01tea93qhEhG5xy8f6+R0l+dw3Ki+5sCoIoI942iuLZTHWogWktgwVDhU09iNEimQ==",
+      "dev": true,
+      "license": "MIT",
+      "dependencies": {
+        "balanced-match": "^4.0.2"
+      },
+      "engines": {
+        "node": "20 || >=22"
+      }
+    },
     "node_modules/browserslist": {
       "version": "4.28.8",
       "resolved": "https://registry.npmjs.org/browserslist/-/browserslist-4.28.8.tgz",
@@ -6506,6 +6460,7 @@
       "version": "1.1.2",
       "resolved": "https://registry.npmjs.org/buffer-from/-/buffer-from-1.1.2.tgz",
       "integrity": "sha512-E+XQCRwSbaaiChtv6k6Dwgc+bx+Bs6vuKJHHl5kox/BaKbhiXzqQOwK4cO22yElGp2OCmjwVhT3HmxgyPGnJfQ==",
+      "dev": true,
       "license": "MIT"
     },
     "node_modules/builtin-modules": {
@@ -7019,6 +6974,7 @@
       "version": "2.0.0",
       "resolved": "https://registry.npmjs.org/concat-stream/-/concat-stream-2.0.0.tgz",
       "integrity": "sha512-MWufYdFw53ccGjCA+Ol7XJYpAlW6/prSMzuPOTRnJGcGzuhLn4Scrz7qf6o8bROZ514ltazcIFJZevcfbo0x7A==",
+      "dev": true,
       "engines": [
         "node >= 6.0"
       ],
@@ -8358,29 +8314,6 @@
         }
       }
     },
-    "node_modules/eslint-plugin-import-x/node_modules/balanced-match": {
-      "version": "4.0.4",
-      "resolved": "https://registry.npmjs.org/balanced-match/-/balanced-match-4.0.4.tgz",
-      "integrity": "sha512-BLrgEcRTwX2o6gGxGOCNyMvGSp35YofuYzw9h1IMTRmKqttAZZVU67bdb9Pr2vUHA8+j3i2tJfjO6C6+4myGTA==",
-      "dev": true,
-      "license": "MIT",
-      "engines": {
-        "node": "18 || 20 || >=22"
-      }
-    },
-    "node_modules/eslint-plugin-import-x/node_modules/brace-expansion": {
-      "version": "5.0.12",
-      "resolved": "https://registry.npmjs.org/brace-expansion/-/brace-expansion-5.0.12.tgz",
-      "integrity": "sha512-YovQ3rzhaLMIrDjNDMkNS01tea93qhEhG5xy8f6+R0l+dw3Ki+5sCoIoI942iuLZTHWogWktgwVDhU09iNEimQ==",
-      "dev": true,
-      "license": "MIT",
-      "dependencies": {
-        "balanced-match": "^4.0.2"
-      },
-      "engines": {
-        "node": "20 || >=22"
-      }
-    },
     "node_modules/eslint-plugin-import-x/node_modules/minimatch": {
       "version": "10.2.6",
       "resolved": "https://registry.npmjs.org/minimatch/-/minimatch-10.2.6.tgz",
@@ -8587,29 +8520,6 @@
         "eslint": "^8.0.0 || ^9.0.0 || ^10.0.0"
       }
     },
-    "node_modules/eslint-plugin-sonarjs/node_modules/balanced-match": {
-      "version": "4.0.4",
-      "resolved": "https://registry.npmjs.org/balanced-match/-/balanced-match-4.0.4.tgz",
-      "integrity": "sha512-BLrgEcRTwX2o6gGxGOCNyMvGSp35YofuYzw9h1IMTRmKqttAZZVU67bdb9Pr2vUHA8+j3i2tJfjO6C6+4myGTA==",
-      "dev": true,
-      "license": "MIT",
-      "engines": {
-        "node": "18 || 20 || >=22"
-      }
-    },
-    "node_modules/eslint-plugin-sonarjs/node_modules/brace-expansion": {
-      "version": "5.0.12",
-      "resolved": "https://registry.npmjs.org/brace-expansion/-/brace-expansion-5.0.12.tgz",
-      "integrity": "sha512-YovQ3rzhaLMIrDjNDMkNS01tea93qhEhG5xy8f6+R0l+dw3Ki+5sCoIoI942iuLZTHWogWktgwVDhU09iNEimQ==",
-      "dev": true,
-      "license": "MIT",
-      "dependencies": {
-        "balanced-match": "^4.0.2"
-      },
-      "engines": {
-        "node": "20 || >=22"
-      }
-    },
     "node_modules/eslint-plugin-sonarjs/node_modules/minimatch": {
       "version": "10.2.6",
       "resolved": "https://registry.npmjs.org/minimatch/-/minimatch-10.2.6.tgz",
@@ -8658,29 +8568,6 @@
         "url": "https://opencollective.com/eslint"
       }
     },
-    "node_modules/eslint/node_modules/balanced-match": {
-      "version": "4.0.4",
-      "resolved": "https://registry.npmjs.org/balanced-match/-/balanced-match-4.0.4.tgz",
-      "integrity": "sha512-BLrgEcRTwX2o6gGxGOCNyMvGSp35YofuYzw9h1IMTRmKqttAZZVU67bdb9Pr2vUHA8+j3i2tJfjO6C6+4myGTA==",
-      "dev": true,
-      "license": "MIT",
-      "engines": {
-        "node": "18 || 20 || >=22"
-      }
-    },
-    "node_modules/eslint/node_modules/brace-expansion": {
-      "version": "5.0.9",
-      "resolved": "https://registry.npmjs.org/brace-expansion/-/brace-expansion-5.0.9.tgz",
-      "integrity": "sha512-ScQ4IuvIEF1TMlP7Zt+vjJ//9zlPb2SDcxWxM3bk8s6t6GGdJ7KO1dCcTidOPJKePW30LE/2cT7wCyPho9/Wxg==",
-      "dev": true,
-      "license": "MIT",
-      "dependencies": {
-        "balanced-match": "^4.0.2"
-      },
-      "engines": {
-        "node": "20 || >=22"
-      }
-    },
     "node_modules/eslint/node_modules/eslint-visitor-keys": {
       "version": "5.0.1",
       "resolved": "https://registry.npmjs.org/eslint-visitor-keys/-/eslint-visitor-keys-5.0.1.tgz",
@@ -9053,9 +8940,9 @@
       }
     },
     "node_modules/fast-uri": {
-      "version": "3.1.7",
+      "version": "3.1.8",
-      "resolved": "https://registry.npmjs.org/fast-uri/-/fast-uri-3.1.7.tgz",
+      "resolved": "https://registry.npmjs.org/fast-uri/-/fast-uri-3.1.8.tgz",
-      "integrity": "sha512-dOvZVzjdZdz7phd9v6jCbwxrBW3fK6n8Rc0CtdmM4bumzMnxywBYhuph6J819RRw/ku+rLbelwfMunktuzVVHg==",
+      "integrity": "sha512-GZMtZUTNRpOVIECoXwLNZS5xUGE+mVNbTB8h/7Rwh2TFWcBQiPzTgyZi05BF9UMZKkLJv8XBRJTlU7zg8+ZfMg==",
       "funding": [
         {
           "type": "github",
@@ -9537,29 +9424,6 @@
         "node": ">=10.13.0"
       }
     },
-    "node_modules/glob/node_modules/balanced-match": {
-      "version": "4.0.4",
-      "resolved": "https://registry.npmjs.org/balanced-match/-/balanced-match-4.0.4.tgz",
-      "integrity": "sha512-BLrgEcRTwX2o6gGxGOCNyMvGSp35YofuYzw9h1IMTRmKqttAZZVU67bdb9Pr2vUHA8+j3i2tJfjO6C6+4myGTA==",
-      "dev": true,
-      "license": "MIT",
-      "engines": {
-        "node": "18 || 20 || >=22"
-      }
-    },
-    "node_modules/glob/node_modules/brace-expansion": {
-      "version": "5.0.9",
-      "resolved": "https://registry.npmjs.org/brace-expansion/-/brace-expansion-5.0.9.tgz",
-      "integrity": "sha512-ScQ4IuvIEF1TMlP7Zt+vjJ//9zlPb2SDcxWxM3bk8s6t6GGdJ7KO1dCcTidOPJKePW30LE/2cT7wCyPho9/Wxg==",
-      "dev": true,
-      "license": "MIT",
-      "dependencies": {
-        "balanced-match": "^4.0.2"
-      },
-      "engines": {
-        "node": "20 || >=22"
-      }
-    },
     "node_modules/glob/node_modules/minimatch": {
       "version": "10.2.6",
       "resolved": "https://registry.npmjs.org/minimatch/-/minimatch-10.2.6.tgz",
@@ -9653,13 +9517,13 @@
       "license": "MIT"
     },
     "node_modules/handlebars": {
-      "version": "4.7.9",
+      "version": "4.7.10",
-      "resolved": "https://registry.npmjs.org/handlebars/-/handlebars-4.7.9.tgz",
+      "resolved": "https://registry.npmjs.org/handlebars/-/handlebars-4.7.10.tgz",
-      "integrity": "sha512-4E71E0rpOaQuJR2A3xDZ+GM1HyWYv1clR58tC8emQNeQe3RH7MAzSbat+V0wG78LQBo6m6bzSG/L4pBuCsgnUQ==",
+      "integrity": "sha512-P5VJMVM7qgBn6vjXMw8WG9uVI+ncf2pi72j4de4yz5ZULLj2RGqLYaKOYGsgyrViQ0tePOVlN1tDCCXXtFqXKg==",
       "dev": true,
       "license": "MIT",
       "dependencies": {
-        "minimist": "^1.2.5",
+        "minimist": "^1.2.8",
         "neo-async": "^2.6.2",
         "source-map": "^0.6.1",
         "wordwrap": "^1.0.0"
@@ -9967,9 +9831,9 @@
       }
     },
     "node_modules/ip-address": {
-      "version": "10.7.0",
+      "version": "10.7.2",
-      "resolved": "https://registry.npmjs.org/ip-address/-/ip-address-10.7.0.tgz",
+      "resolved": "https://registry.npmjs.org/ip-address/-/ip-address-10.7.2.tgz",
-      "integrity": "sha512-BGFsyJd5mpXp3rK6jIdADLNgpJUK1jnjzvYF8lK+VyDab9JAmqN0YOKDdP17HlgKb2+ehPgDc8EtnRLbGCAMhA==",
+      "integrity": "sha512-7H/2gFSIitxc0hG3nOI1glS8QLo/EHBFFLk8vEUjXY/xu0AdL8jZ9U1IzO2PUm0d2D/ofQcAifb0g6OBkt8U7w==",
       "dev": true,
       "license": "MIT",
       "engines": {
@@ -11641,14 +11505,13 @@
       "license": "MIT"
     },
     "node_modules/multer": {
-      "version": "2.3.0",
+      "version": "2.4.0",
-      "resolved": "https://registry.npmjs.org/multer/-/multer-2.3.0.tgz",
+      "resolved": "https://registry.npmjs.org/multer/-/multer-2.4.0.tgz",
-      "integrity": "sha512-cjNbm3sttszgZeGfJR124D+jFEfkXCVAsoPBmFn9X7UxmDSFHWqE2CoEj0vrmSpuAFnqWR1Szcm9QTsiHr60Xw==",
+      "integrity": "sha512-7dqa0ZcFfzbefdTuIkzOSMvZWC0J7FLqBOjJUZvDCXShIURWKxAyTT1wHhnE5q19c7jOJf43IYYKjBmZVZmvhg==",
       "license": "MIT",
       "dependencies": {
         "append-field": "^1.0.0",
         "busboy": "^1.6.0",
-        "concat-stream": "^2.0.0",
         "type-is": "^1.6.18"
       },
       "engines": {
@@ -12829,9 +12692,9 @@
       "license": "MIT"
     },
     "node_modules/proxy-addr": {
-      "version": "2.0.7",
+      "version": "2.0.8",
-      "resolved": "https://registry.npmjs.org/proxy-addr/-/proxy-addr-2.0.7.tgz",
+      "resolved": "https://registry.npmjs.org/proxy-addr/-/proxy-addr-2.0.8.tgz",
-      "integrity": "sha512-llQsMLSUDUPT44jdrU/O37qlnifitDP+ZwrmmZcoSKyLKvtZxpyV0n2/bD/N4tBAAZ/gJEdZU7KMraoK1+XYAg==",
+      "integrity": "sha512-5nnx0yGyVUcY6t9RnWcARWtwT9F1D8O9rt08htPvnd49W1IgZtmLkhu9WfMzQj1cFxjHIO6connUNVW5k7AVyQ==",
       "license": "MIT",
       "dependencies": {
         "forwarded": "0.2.0",
@@ -12839,6 +12702,10 @@
       },
       "engines": {
         "node": ">= 0.10"
+      },
+      "funding": {
+        "type": "opencollective",
+        "url": "https://opencollective.com/express"
       }
     },
     "node_modules/proxy-agent": {
@@ -13213,16 +13080,6 @@
         }
       }
     },
-    "node_modules/release-it/node_modules/undici": {
-      "version": "7.29.0",
-      "resolved": "https://registry.npmjs.org/undici/-/undici-7.29.0.tgz",
-      "integrity": "sha512-IDxfleLmmbSskfWSUATiN1nfn2rDuvnMOqb5CWR92iIfojA0Ud+ulOAAEQ57LPr9rWmsreUyf5lwyao+7GNNVw==",
-      "dev": true,
-      "license": "MIT",
-      "engines": {
-        "node": ">=20.18.1"
-      }
-    },
     "node_modules/remeda": {
       "version": "2.33.4",
       "resolved": "https://registry.npmjs.org/remeda/-/remeda-2.33.4.tgz",
@@ -14181,29 +14038,6 @@
         "node": ">=18"
       }
     },
-    "node_modules/test-exclude/node_modules/balanced-match": {
-      "version": "4.0.4",
-      "resolved": "https://registry.npmjs.org/balanced-match/-/balanced-match-4.0.4.tgz",
-      "integrity": "sha512-BLrgEcRTwX2o6gGxGOCNyMvGSp35YofuYzw9h1IMTRmKqttAZZVU67bdb9Pr2vUHA8+j3i2tJfjO6C6+4myGTA==",
-      "dev": true,
-      "license": "MIT",
-      "engines": {
-        "node": "18 || 20 || >=22"
-      }
-    },
-    "node_modules/test-exclude/node_modules/brace-expansion": {
-      "version": "5.0.9",
-      "resolved": "https://registry.npmjs.org/brace-expansion/-/brace-expansion-5.0.9.tgz",
-      "integrity": "sha512-ScQ4IuvIEF1TMlP7Zt+vjJ//9zlPb2SDcxWxM3bk8s6t6GGdJ7KO1dCcTidOPJKePW30LE/2cT7wCyPho9/Wxg==",
-      "dev": true,
-      "license": "MIT",
-      "dependencies": {
-        "balanced-match": "^4.0.2"
-      },
-      "engines": {
-        "node": "20 || >=22"
-      }
-    },
     "node_modules/test-exclude/node_modules/glob": {
       "version": "10.5.0",
       "resolved": "https://registry.npmjs.org/glob/-/glob-10.5.0.tgz",
@@ -14234,9 +14068,9 @@
       "license": "MIT"
     },
     "node_modules/test-exclude/node_modules/glob/node_modules/brace-expansion": {
-      "version": "2.1.4",
+      "version": "2.1.7",
-      "resolved": "https://registry.npmjs.org/brace-expansion/-/brace-expansion-2.1.4.tgz",
+      "resolved": "https://registry.npmjs.org/brace-expansion/-/brace-expansion-2.1.7.tgz",
-      "integrity": "sha512-hGfVzPxthbf3+2yjg/RBs60cB0FhqBS/zvdV/4wn4/BmN0bNMMHPc4V/BbFieqf1TKAGGAHnY4eSjajCl0f2Xg==",
+      "integrity": "sha512-uZbew1NqdmPDTMJ8ah1y+b+9QEJrfkXFk3RcTQw3X0jW/xRUvFKsg1CfQdSYGdTbXZWExtU3J3ccxtnfw1Fi0g==",
       "dev": true,
       "license": "MIT",
       "dependencies": {
@@ -14633,6 +14467,7 @@
       "version": "0.0.6",
       "resolved": "https://registry.npmjs.org/typedarray/-/typedarray-0.0.6.tgz",
       "integrity": "sha512-/aCDEGatGvZ2BIk+HmLf4ifCJFwvKFNb9/JeZPMulfgFracn9QFcAf5GO8B/mweUjSoblS5In0cWhqpfs/5PQA==",
+      "dev": true,
       "license": "MIT"
     },
     "node_modules/typescript": {

package.json

@@ -1,6 +1,6 @@
 {
   "name": "wealth-ledger-backend",
-  "version": "0.2.3",
+  "version": "2.1.0",
   "description": "",
   "author": "",
   "private": true,
@@ -26,6 +26,7 @@
     "test:cov": "npm test -- --coverage",
     "test:debug": "node --experimental-vm-modules --inspect-brk -r tsconfig-paths/register -r ts-node/register node_modules/.bin/jest --runInBand",
     "test:e2e": "npm run build && node test/sqlite.cjs --all",
+    "test:performance": "npm run build && node test/sqlite.cjs tbank-read-baseline.e2e-spec.ts",
     "test:sqlite": "node test/sqlite.cjs",
     "test:container": "node test/container-smoke.cjs",
     "test:durability": "node test/bank-cards-durability.cjs",
@@ -37,7 +38,7 @@
     "test:lint": "node --test test/eslint-config.cjs"
   },
   "dependencies": {
-    "@grpc/grpc-js": "1.14.4",
+    "@grpc/grpc-js": "1.14.5",
     "@grpc/proto-loader": "0.8.1",
     "@nestjs/common": "12.0.1",
     "@nestjs/config": "12.0.0",
@@ -104,12 +105,17 @@
     "typescript-eslint": "8.70.1"
   },
   "overrides": {
+    "proxy-addr": "2.0.8",
     "@nestjs/platform-express": {
-      "multer": "2.3.0"
+      "multer": "2.4.0"
     },
     "@prisma/config@7.10.0": {
       "deepmerge-ts": "8.0.2"
     },
+    "release-it": {
+      "basic-ftp": "6.2.1",
+      "undici": "7.29.1"
+    },
     "prisma": {
       "mysql2": "3.24.4"
     }

prisma/migrations/20261007181218_add_portfolio_value_history/migration.sql

@@ -0,0 +1,27 @@
+-- CreateTable
+CREATE TABLE "TbankPortfolioValueHistory" (
+    "userId" TEXT NOT NULL,
+    "accountId" TEXT NOT NULL,
+    "deletedAt" DATETIME,
+    "updatedAt" DATETIME NOT NULL,
+
+    PRIMARY KEY ("userId", "accountId"),
+    CONSTRAINT "TbankPortfolioValueHistory_userId_fkey" FOREIGN KEY ("userId") REFERENCES "User" ("id") ON DELETE CASCADE ON UPDATE CASCADE
+);
+
+-- CreateTable
+CREATE TABLE "TbankPortfolioValuePoint" (
+    "userId" TEXT NOT NULL,
+    "accountId" TEXT NOT NULL,
+    "attemptId" TEXT NOT NULL,
+    "currency" TEXT NOT NULL,
+    "value" TEXT NOT NULL,
+    "capturedAt" DATETIME NOT NULL,
+    "createdAt" DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    PRIMARY KEY ("userId", "accountId", "attemptId", "currency"),
+    CONSTRAINT "TbankPortfolioValuePoint_userId_accountId_fkey" FOREIGN KEY ("userId", "accountId") REFERENCES "TbankPortfolioValueHistory" ("userId", "accountId") ON DELETE CASCADE ON UPDATE RESTRICT
+);
+
+-- CreateIndex
+CREATE INDEX "TbankPortfolioValuePoint_userId_accountId_capturedAt_idx" ON "TbankPortfolioValuePoint"("userId", "accountId", "capturedAt");

prisma/schema.prisma

@@ -17,6 +17,7 @@ model User {
   bankCardOperations BankCardOperation[]
   sessions        Session[]
   tbankConnection TbankConnection?
+  tbankValueHistory TbankPortfolioValueHistory[]
   createdAt       DateTime         @default(now())
   updatedAt       DateTime         @updatedAt
 }
@@ -69,6 +70,34 @@ model TbankPortfolio {
   @@id([userId, revision, accountId])
 }
 
+// Account valuation history survives connection replacement and stays hidden
+// until the current connection confirms the account again.
+model TbankPortfolioValueHistory {
+  userId String
+  accountId String
+  deletedAt DateTime?
+  updatedAt DateTime @updatedAt
+  user User @relation(fields: [userId], references: [id], onDelete: Cascade)
+  points TbankPortfolioValuePoint[]
+
+  @@id([userId, accountId])
+}
+
+// One row per currency of a fully valued successful portfolio attempt.
+model TbankPortfolioValuePoint {
+  userId String
+  accountId String
+  attemptId String
+  currency String
+  value String
+  capturedAt DateTime
+  createdAt DateTime @default(now())
+  history TbankPortfolioValueHistory @relation(fields: [userId, accountId], references: [userId, accountId], onDelete: Cascade, onUpdate: Restrict)
+
+  @@id([userId, accountId, attemptId, currency])
+  @@index([userId, accountId, capturedAt])
+}
+
 model TbankOperation {
   userId String
   revision String

scripts/check-release.cjs

@@ -5,7 +5,6 @@ const { version } = require('../package.json');
 // eslint-disable-next-line sonarjs/no-os-command-from-path -- Developer-only command uses the operator PATH and fixed executable/arguments; no request input.
 const git = (...args) => execFileSync('git', args, { encoding: 'utf8' }).trim();
 
-assert.equal(git('status', '--porcelain'), '', 'Commit all changes before preparing a release');
 const tags = git('tag', '--merged', 'HEAD', '--list', 'v[0-9]*', '--sort=-version:refname')
   .split('\n').filter((tag) => /^v\d+\.\d+\.\d+$/.test(tag));
 assert.equal(version, tags[0]?.slice(1) ?? '0.0.0',

src/app.module.ts

@@ -1,10 +1,8 @@
 import { Module } from '@nestjs/common';
-import { ConfigModule, ConfigService } from '@nestjs/config';
+import { ConfigModule } from '@nestjs/config';
-import { LoggerModule } from 'nestjs-pino';
-import { randomUUID } from 'node:crypto';
 
 import { LoggingModule } from './common/logging/logging.module';
-import { Environment, validateEnv } from './config/env.validation';
+import { validateEnv } from './config/env.validation';
 import { AuthModule } from './modules/auth/auth.module';
 import { BankCardsModule } from './modules/banking/bank-cards/bank-cards.module';
 import { BrokerageAccountsModule } from './modules/investments/brokerage-accounts/brokerage-accounts.module';
@@ -23,38 +21,6 @@ import { PrismaModule } from './prisma/prisma.module';
       isGlobal: true,
       validate: validateEnv,
     }),
-    LoggerModule.forRootAsync({
-      inject: [ConfigService],
-      useFactory: (config: ConfigService<Environment, true>) => ({
-        pinoHttp: {
-          level: config.getOrThrow('LOG_LEVEL'),
-          messageKey: 'message',
-          autoLogging: false,
-          genReqId: (request: unknown, response) => {
-            const existingId = (request as { id?: unknown }).id;
-            const requestId =
-              typeof existingId === 'string' ? existingId : randomUUID();
-            response.setHeader('X-Request-ID', requestId);
-            return requestId;
-          },
-          redact: [
-            'req.headers.authorization',
-            'req.headers.cookie',
-            'req.body',
-          ],
-          serializers: {
-            req: (request: unknown) => {
-              const value = request as { id?: unknown; method?: unknown };
-              return {
-                id: typeof value.id === 'string' ? value.id : undefined,
-                method:
-                  typeof value.method === 'string' ? value.method : undefined,
-              };
-            },
-          },
-        },
-      }),
-    }),
     LoggingModule,
     PrismaModule,
     AuthModule,

src/common/decorators/api-safe-error-response.decorator.ts

@@ -7,11 +7,13 @@ import {
   getSchemaPath,
 } from '@nestjs/swagger';
 
+import { HttpErrorCode } from '../error-code';
+
 export class ProblemDetailsDto {
   @ApiProperty({ example: 401 })
   declare status: number;
 
-  @ApiProperty({ example: 'UNAUTHORIZED' })
+  @ApiProperty({ example: HttpErrorCode.Unauthorized })
   declare code: string;
 
   // eslint-disable-next-line @darraghor/nestjs-typed/api-property-returning-array-should-set-array -- Raw OpenAPI items schema already declares type: array.

src/common/error-code.ts

@@ -0,0 +1,8 @@
+export enum HttpErrorCode {
+  BadRequest = 'BAD_REQUEST',
+  InternalServerError = 'INTERNAL_SERVER_ERROR',
+  NotFound = 'NOT_FOUND',
+  Unauthorized = 'UNAUTHORIZED',
+  UnsupportedMediaType = 'UNSUPPORTED_MEDIA_TYPE',
+  ValidationError = 'VALIDATION_ERROR',
+}

src/common/filters/http-exception.filter.ts

@@ -9,24 +9,26 @@ import {
   ValidationError,
 } from '@nestjs/common';
 
+import { HttpErrorCode } from '../error-code';
+
 @Catch()
 export class HttpExceptionFilter implements ExceptionFilter {
   catch(exception: unknown, host: ArgumentsHost): void {
     const context = host.switchToHttp();
     const response = context.getResponse<Response>();
     const status =
-      exception instanceof HttpException ?
+      exception instanceof HttpException
-          exception.getStatus() :
+        ? exception.getStatus()
-        HttpStatus.INTERNAL_SERVER_ERROR;
+        : HttpStatus.INTERNAL_SERVER_ERROR;
 
     const payload =
       exception instanceof HttpException ? exception.getResponse() : undefined;
     const isValidation = Array.isArray(
       (payload as { message?: unknown })?.message,
     );
-    const code = isValidation ?
+    const code = isValidation
-      'VALIDATION_ERROR' :
+      ? HttpErrorCode.ValidationError
-        this.codeFor(status, payload);
+      : this.codeFor(status, payload);
     response.locals ??= {};
     response.locals.publicErrorCode = code;
     response
@@ -35,13 +37,13 @@ export class HttpExceptionFilter implements ExceptionFilter {
       .json({
         status,
         code,
-        ...(isValidation ?
+        ...(isValidation
-            {
+          ? {
               errors: this.validationErrors(
                 (payload as { message: ValidationError[] }).message,
               ),
-            } :
+            }
-            {}),
+          : {}),
       });
   }
 
@@ -53,12 +55,12 @@ export class HttpExceptionFilter implements ExceptionFilter {
     return (
       // eslint-disable-next-line security/detect-object-injection -- The lookup key is a numeric HTTP status, never a property name from the request.
       {
-        400: 'BAD_REQUEST',
+        400: HttpErrorCode.BadRequest,
-        401: 'UNAUTHORIZED',
+        401: HttpErrorCode.Unauthorized,
-        404: 'NOT_FOUND',
+        404: HttpErrorCode.NotFound,
-        415: 'UNSUPPORTED_MEDIA_TYPE',
+        415: HttpErrorCode.UnsupportedMediaType,
-        500: 'INTERNAL_SERVER_ERROR',
+        500: HttpErrorCode.InternalServerError,
-      }[status] ?? 'INTERNAL_SERVER_ERROR'
+      }[status] ?? HttpErrorCode.InternalServerError
     );
   }
 

src/common/logging/logging.module.ts

@@ -1,16 +1,66 @@
-import { Global, Module } from '@nestjs/common';
+import type { Request, Response } from 'express';
+import type { Options } from 'pino-http';
 
-import { RequestContextService } from './request-context.service';
+import { Global, Module } from '@nestjs/common';
-import { RequestLoggingMiddleware } from './request-logging.middleware';
+import { ConfigService } from '@nestjs/config';
+import { LoggerModule } from 'nestjs-pino';
+import { randomUUID } from 'node:crypto';
+import { constants as httpStatus } from 'node:http2';
+
+import { Environment } from '../../config/env.validation';
 import { StructuredLogger } from './structured-logger.service';
 
+const uuid = /^[0-9a-f]{8}-[0-9a-f]{4}-[1-8][0-9a-f]{3}-[89ab][0-9a-f]{3}-[0-9a-f]{12}$/i;
+
+function completion(request: Request, response: Response, value: { responseTime: number }) {
+  const route: unknown = request.route;
+  const path = typeof route === 'object' && route !== null && 'path' in route &&
+    typeof route.path === 'string'
+    ? `${request.baseUrl}${route.path}`
+    : '<unmatched>';
+  return {
+    method: request.method,
+    route: path,
+    status: response.statusCode,
+    durationMs: Math.round(value.responseTime),
+    ...(typeof response.locals.publicErrorCode === 'string' ? { code: response.locals.publicErrorCode } : {}),
+  };
+}
+
+export function loggingOptions(config: ConfigService<Environment, true>): Options<Request, Response> {
+  return {
+    level: config.getOrThrow('LOG_LEVEL'),
+    messageKey: 'message',
+    genReqId: (_request, response) => {
+      const id = randomUUID();
+      response.setHeader('X-Request-ID', id);
+      return id;
+    },
+    customProps: (request) => {
+      const incoming = request.header('x-request-id');
+      return { requestId: request.id, ...(incoming && uuid.test(incoming) ? { clientRequestId: incoming } : {}) };
+    },
+    customLogLevel: (_request, response) => {
+      if (response.statusCode >= httpStatus.HTTP_STATUS_INTERNAL_SERVER_ERROR) return 'error';
+      if ([httpStatus.HTTP_STATUS_FORBIDDEN, httpStatus.HTTP_STATUS_TOO_MANY_REQUESTS, httpStatus.HTTP_STATUS_UNAUTHORIZED].includes(response.statusCode)) return 'warn';
+      return 'info';
+    },
+    customSuccessMessage: () => 'http.request.completed',
+    customErrorMessage: () => 'http.request.completed',
+    customSuccessObject: completion,
+    customErrorObject: (request, response, _error, value: { responseTime: number }) => completion(request, response, value),
+    redact: ['req.headers.authorization', 'req.headers.cookie', 'req.body'],
+    serializers: { req: () => undefined },
+  };
+}
+
 @Global()
 @Module({
-  providers: [
+  imports: [LoggerModule.forRootAsync<Request, Response>({
-    RequestContextService,
+    inject: [ConfigService],
-    RequestLoggingMiddleware,
+    useFactory: (config: ConfigService<Environment, true>) => ({ pinoHttp: loggingOptions(config), assignResponse: true }),
-    StructuredLogger,
+  })],
-  ],
+  providers: [StructuredLogger],
-  exports: [RequestContextService, RequestLoggingMiddleware, StructuredLogger],
+  exports: [StructuredLogger],
 })
 export class LoggingModule {}

src/common/logging/request-context.service.ts

@@ -1,27 +0,0 @@
-import { Injectable } from '@nestjs/common';
-import { AsyncLocalStorage } from 'node:async_hooks';
-
-export type RequestLogContext = {
-  brokerageAccountId?: string;
-  clientRequestId?: string;
-  requestId: string;
-  userId?: string;
-};
-
-@Injectable()
-export class RequestContextService {
-  private readonly storage = new AsyncLocalStorage<RequestLogContext>();
-
-  run<T>(context: RequestLogContext, callback: () => T): T {
-    return this.storage.run(context, callback);
-  }
-
-  get(): RequestLogContext | undefined {
-    return this.storage.getStore();
-  }
-
-  set(context: Partial<RequestLogContext>): void {
-    const current = this.storage.getStore();
-    if (current) Object.assign(current, context);
-  }
-}

src/common/logging/request-logging.middleware.spec.ts

@@ -1,54 +0,0 @@
-import { EventEmitter } from 'node:events';
-
-import { RequestLoggingMiddleware } from './request-logging.middleware';
-
-describe('RequestLoggingMiddleware', () => {
-  it('returns a server ID and emits one safe completion event', () => {
-    const requestContext = {
-      run: jest.fn((_: unknown, next: () => void) => next()),
-    };
-    const logger = { event: jest.fn() };
-    const middleware = new RequestLoggingMiddleware(
-      requestContext as never,
-      logger as never,
-    );
-    const response = Object.assign(new EventEmitter(), {
-      statusCode: 200,
-      locals: {},
-      setHeader: jest.fn(),
-    });
-    const next = jest.fn();
-
-    const request: {
-      baseUrl: string;
-      header: jest.Mock<string>;
-      id?: string;
-      method: string;
-      route: { path: string };
-    } = {
-      method: 'GET',
-      baseUrl: '/api/v1',
-      route: { path: '/accounts/:id' },
-      header: jest.fn(() => 'a2dc6fbb-5a48-4c3c-9e3e-4fbf4d638a43'),
-    };
-    middleware.use(request as never, response as never, next);
-    response.emit('finish');
-
-    expect(response.setHeader).toHaveBeenCalledWith(
-      'X-Request-ID',
-      expect.stringMatching(/^[0-9a-f-]{36}$/i),
-    );
-    expect(request.id).toMatch(/^[0-9a-f-]{36}$/i);
-    expect(requestContext.run).toHaveBeenCalledWith(
-      expect.objectContaining({
-        clientRequestId: 'a2dc6fbb-5a48-4c3c-9e3e-4fbf4d638a43',
-      }),
-      next,
-    );
-    expect(logger.event).toHaveBeenCalledWith(
-      'info',
-      'http.request.completed',
-      expect.objectContaining({ route: '/api/v1/accounts/:id', status: 200 }),
-    );
-  });
-});

src/common/logging/request-logging.middleware.ts

@@ -1,67 +0,0 @@
-import type { NextFunction, Request, Response } from 'express';
-
-import { Injectable, NestMiddleware } from '@nestjs/common';
-import { randomUUID } from 'node:crypto';
-import { constants as httpStatus } from 'node:http2';
-
-import { RequestContextService } from './request-context.service';
-import { StructuredLogger } from './structured-logger.service';
-
-const uuid =
-  /^[0-9a-f]{8}-[0-9a-f]{4}-[1-8][0-9a-f]{3}-[89ab][0-9a-f]{3}-[0-9a-f]{12}$/i;
-
-@Injectable()
-export class RequestLoggingMiddleware implements NestMiddleware {
-  constructor(
-    private readonly requestContext: RequestContextService,
-    private readonly logger: StructuredLogger,
-  ) {}
-
-  use(request: Request, response: Response, next: NextFunction): void {
-    const incoming = request.header('x-request-id');
-    const clientRequestId =
-      incoming && uuid.test(incoming) ? incoming : undefined;
-    const existingRequestId = (request as Request & { id?: unknown }).id;
-    const requestId =
-      typeof existingRequestId === 'string' ? existingRequestId : randomUUID();
-    (request as unknown as { id: string }).id = requestId;
-    const startedAt = performance.now();
-
-    response.setHeader('X-Request-ID', requestId);
-    response.on('finish', () => {
-      const routeRequest: unknown = request;
-      const routePath = (routeRequest as { route?: { path?: unknown } }).route
-        ?.path;
-      const route =
-        typeof routePath === 'string' ?
-          `${request.baseUrl}${routePath}` :
-          '<unmatched>';
-      const context = {
-        method: request.method,
-        route,
-        status: response.statusCode,
-        durationMs: Math.round(performance.now() - startedAt),
-        ...(response.locals.publicErrorCode ?
-            { code: response.locals.publicErrorCode as string } :
-            {}),
-      };
-      const level =
-        response.statusCode >= httpStatus.HTTP_STATUS_INTERNAL_SERVER_ERROR ?
-          'error' :
-          response.statusCode === httpStatus.HTTP_STATUS_TOO_MANY_REQUESTS ||
-          response.statusCode === httpStatus.HTTP_STATUS_UNAUTHORIZED ||
-          response.statusCode === httpStatus.HTTP_STATUS_FORBIDDEN ?
-            'warn' :
-            'info';
-      this.logger.event(level, 'http.request.completed', context);
-    });
-
-    this.requestContext.run(
-      {
-        requestId,
-        ...(clientRequestId ? { clientRequestId } : {}),
-      },
-      next,
-    );
-  }
-}

src/common/logging/structured-logger.service.spec.ts

@@ -1,7 +1,6 @@
 import { StructuredLogger } from './structured-logger.service';
 
 describe('StructuredLogger', () => {
-  const context = { get: jest.fn() };
   const pino = {
     debug: jest.fn(),
     info: jest.fn(),
@@ -12,10 +11,10 @@ describe('StructuredLogger', () => {
   beforeEach(() => jest.clearAllMocks());
 
   it('passes only allowlisted fields to Pino', () => {
-    context.get.mockReturnValue({ requestId: 'request', token: 'secret' });
+    const logger = new StructuredLogger(pino as never);
-    const logger = new StructuredLogger(context as never, pino as never);
 
     logger.info('event', {
+      asOf: '2026-10-10T12:00:00.000Z',
       userId: 'user',
       brokerageAccountId: 'account',
       password: 'secret',
@@ -23,7 +22,7 @@ describe('StructuredLogger', () => {
 
     expect(pino.info).toHaveBeenCalledWith(
       {
-        requestId: 'request',
+        asOf: '2026-10-10T12:00:00.000Z',
         userId: 'user',
         brokerageAccountId: 'account',
       },
@@ -32,8 +31,7 @@ describe('StructuredLogger', () => {
   });
 
   it('delegates event levels to Pino', () => {
-    context.get.mockReturnValue(undefined);
+    const logger = new StructuredLogger(pino as never);
-    const logger = new StructuredLogger(context as never, pino as never);
 
     logger.event('debug', 'debug event');
     logger.event('warn', 'warn event');

src/common/logging/structured-logger.service.ts

@@ -1,12 +1,11 @@
 import { Injectable, OnApplicationShutdown } from '@nestjs/common';
 import { PinoLogger } from 'nestjs-pino';
 
-import { RequestContextService } from './request-context.service';
-
 type LogLevel = 'debug' | 'error' | 'info' | 'warn';
 type LogContext = Record<string, boolean | number | string | undefined>;
 
 const allowedFields = new Set([
+  'asOf',
   'attempts',
   'brokerageAccountId',
   'clientRequestId',
@@ -27,10 +26,7 @@ const allowedFields = new Set([
 
 @Injectable()
 export class StructuredLogger implements OnApplicationShutdown {
-  constructor(
+  constructor(private readonly pino: PinoLogger) {}
-    private readonly requestContext: RequestContextService,
-    private readonly pino: PinoLogger,
-  ) {}
 
   info(message: string, context?: LogContext): void {
     this.write('info', message, context);
@@ -51,7 +47,7 @@ export class StructuredLogger implements OnApplicationShutdown {
   ): void {
     // eslint-disable-next-line security/detect-object-injection -- The log level is restricted to the internal LogLevel union.
     this.pino[level](
-      this.safeContext({ ...this.requestContext.get(), ...context }),
+      this.safeContext(context),
       message,
     );
   }

src/config/env.validation.ts

@@ -105,9 +105,9 @@ export function validateEnv(config: Record<string, unknown>): Environment {
     JWT_SECRET: jwtSecret,
     PORT: parsedPort,
     TOKEN_ENCRYPTION_KEY: tokenEncryptionKey,
-    ...(typeof tbankCaCertPath === 'string' && tbankCaCertPath ?
+    ...(typeof tbankCaCertPath === 'string' && tbankCaCertPath
-        { TBANK_CA_CERT_PATH: tbankCaCertPath } :
+      ? { TBANK_CA_CERT_PATH: tbankCaCertPath }
-        {}),
+      : {}),
     TBANK_GRPC_ENDPOINT: tbankEndpoint,
     TBANK_RATE_LIMIT_PER_SECOND: parsedTbankRateLimit,
     LOG_LEVEL: logLevel as Environment['LOG_LEVEL'],

src/integrations/moex/moex.client.ts

@@ -1,6 +1,8 @@
 import { Injectable, ServiceUnavailableException } from '@nestjs/common';
 import { constants as httpStatus } from 'node:http2';
 
+enum MoexErrorCode { Unavailable = 'MOEX_UNAVAILABLE' }
+
 const MIN_PRICE_PERCENT_EXCLUSIVE = 0;
 const FIRST_PAGE_OFFSET = 0;
 const EXPECTED_CURSOR_ROWS = 1;
@@ -152,7 +154,7 @@ export class MoexClient {
         pageSize === EMPTY_PAGE_SIZE ||
         current.length !== Math.min(pageSize, total - start)
       ) {
-        throw new ServiceUnavailableException({ code: 'MOEX_UNAVAILABLE' });
+        throw new ServiceUnavailableException({ code: MoexErrorCode.Unavailable });
       }
       if (index + pageSize >= total) return rows;
       start = index + pageSize;
@@ -172,22 +174,22 @@ export class MoexClient {
       }
       return body as IssResponse;
     } catch {
-      throw new ServiceUnavailableException({ code: 'MOEX_UNAVAILABLE' });
+      throw new ServiceUnavailableException({ code: MoexErrorCode.Unavailable });
     }
   }
 }
 
 function parseRows(block: IssBlock | undefined): Record<string, unknown>[] {
   if (!Array.isArray(block?.columns) || !Array.isArray(block?.data)) {
-    throw new ServiceUnavailableException({ code: 'MOEX_UNAVAILABLE' });
+    throw new ServiceUnavailableException({ code: MoexErrorCode.Unavailable });
   }
   const columns = block.columns;
   if (!columns.every((column) => typeof column === 'string')) {
-    throw new ServiceUnavailableException({ code: 'MOEX_UNAVAILABLE' });
+    throw new ServiceUnavailableException({ code: MoexErrorCode.Unavailable });
   }
   return block.data.map((values) => {
     if (!Array.isArray(values) || values.length !== columns.length) {
-      throw new ServiceUnavailableException({ code: 'MOEX_UNAVAILABLE' });
+      throw new ServiceUnavailableException({ code: MoexErrorCode.Unavailable });
     }
     return Object.fromEntries(
       // eslint-disable-next-line security/detect-object-injection -- Keys are fixed MOEX block names; row indexes come from the validated columns array.

src/integrations/ncr/ncr-ratings.client.ts

@@ -4,6 +4,8 @@ import { LRUCache } from 'lru-cache';
 
 import { ISO_DATE_LENGTH, ISO_DATE_START } from '../../common/time';
 
+enum NcrErrorCode { Unavailable = 'NCR_UNAVAILABLE' }
+
 const EXPECTED_REGISTRY_TABLES = 1;
 const RATING_COLUMN = 2;
 
@@ -41,7 +43,7 @@ export class NcrRatingsClient {
         if (this.cache.get('registry') === pending) {
           this.cache.set('registry', pending, { ttl: 60_000 });
         }
-        throw new ServiceUnavailableException({ code: 'NCR_UNAVAILABLE' });
+        throw new ServiceUnavailableException({ code: NcrErrorCode.Unavailable });
       });
       this.cache.set('registry', pending);
     }

src/integrations/tbank/instrument-metadata.repository.ts

@@ -11,7 +11,7 @@ import type { TbankSyncAttempt } from './tbank-access.service';
 import type { TbankInstrument } from './tbank.client';
 
 import { PrismaService } from '../../prisma/prisma.service';
-import { tbankSourceTtlMs } from './tbank-source.policy';
+import { TbankErrorCode } from './tbank-error-code';
 
 const FIRST_BATCH_OFFSET = 0;
 const UNCHANGED_REVISION_INCREMENT = 0;
@@ -43,12 +43,12 @@ export class InstrumentMetadataRepository {
 
   async readMany(identities: MetadataIdentity[]) {
     const identifiers = identities.flatMap((identity) => [
-      ...(identity.instrumentUid?.trim() ?
+      ...(identity.instrumentUid?.trim()
-          [{ identifierType: 'uid', identifier: identity.instrumentUid.trim() }] :
+        ? [{ identifierType: 'uid', identifier: identity.instrumentUid.trim() }]
-          []),
+        : []),
-      ...(identity.figi?.trim() ?
+      ...(identity.figi?.trim()
-          [{ identifierType: 'figi', identifier: identity.figi.trim() }] :
+        ? [{ identifierType: 'figi', identifier: identity.figi.trim() }]
-          []),
+        : []),
     ]);
     if (!identifiers.length) {
       return new Map<string, ReturnType<typeof selectMetadata>>();
@@ -233,9 +233,9 @@ export class InstrumentMetadataRepository {
             update: {
               ...data,
               dataRevision: {
-                increment: isDeepStrictEqual(previous?.metadata, payload) ?
+                increment: isDeepStrictEqual(previous?.metadata, payload)
-                  UNCHANGED_REVISION_INCREMENT :
+                  ? UNCHANGED_REVISION_INCREMENT
-                  REVISION_INCREMENT,
+                  : REVISION_INCREMENT,
               },
             },
           });
@@ -256,9 +256,9 @@ export class InstrumentMetadataRepository {
             matchedUids,
             fetchedAt: now,
             dataRevision: {
-              increment: isDeepStrictEqual(previous?.matchedUids, matchedUids) ?
+              increment: isDeepStrictEqual(previous?.matchedUids, matchedUids)
-                UNCHANGED_REVISION_INCREMENT :
+                ? UNCHANGED_REVISION_INCREMENT
-                REVISION_INCREMENT,
+                : REVISION_INCREMENT,
             },
           },
         });
@@ -276,7 +276,7 @@ export class InstrumentMetadataRepository {
       },
       data: {
         state: success ? 'complete' : 'failed',
-        errorCode: success ? null : 'TBANK_UNAVAILABLE',
+        errorCode: success ? null : TbankErrorCode.Unavailable,
       },
     });
     if (success) {
@@ -286,7 +286,7 @@ export class InstrumentMetadataRepository {
           state: 'running',
           connection: { invalidToken: true },
         },
-        data: { state: 'failed', errorCode: 'INVALID_TBANK_TOKEN' },
+        data: { state: 'failed', errorCode: TbankErrorCode.InvalidToken },
       });
     }
   }
@@ -319,11 +319,7 @@ function selectMetadata(
   return {
     data: usefulUid ? uid.data : (figi.data ?? uid.data),
     complete,
-    fresh:
+    fresh: complete,
-      complete &&
-      // eslint-disable-next-line sonarjs/different-types-comparison -- The conditional aggregation is nullable at runtime; keep the freshness guard.
-      fetchedAt !== null &&
-      Date.now() - fetchedAt.valueOf() < tbankSourceTtlMs.metadata,
     fetchedAt,
     dataRevision: used
       .map(

src/integrations/tbank/instrument-metadata.service.ts

@@ -12,6 +12,7 @@ import {
   TbankAccessService,
   type TbankSyncAttempt,
 } from './tbank-access.service';
+import { isTbankErrorCode, TbankErrorCode } from './tbank-error-code';
 import { TbankClient, type TbankInstrument } from './tbank.client';
 export { metadataKey } from './instrument-metadata.repository';
 export type { MetadataIdentity } from './instrument-metadata.repository';
@@ -131,7 +132,7 @@ export class InstrumentMetadataService {
                 if (
                   !identity.figi ||
                   (error instanceof Error &&
-                    error.message === 'INVALID_TBANK_TOKEN')
+                    isTbankErrorCode(error.message, TbankErrorCode.InvalidToken))
                 ) {
                   throw error;
                 }
@@ -191,11 +192,11 @@ export class InstrumentMetadataService {
             );
           }
         } catch (error) {
-          if (error instanceof Error && error.message === 'INVALID_TBANK_TOKEN') {
+          if (error instanceof Error && isTbankErrorCode(error.message, TbankErrorCode.InvalidToken)) {
             await this.access.rejectMembershipToken(attempt);
           } else {
             this.logger.event('warn', 'instrument-metadata.failed', {
-              code: 'TBANK_UNAVAILABLE',
+              code: TbankErrorCode.Unavailable,
             });
           }
         }
@@ -209,7 +210,7 @@ export class InstrumentMetadataService {
       }
     } catch {
       this.logger.event('error', 'instrument-metadata.persistence-failed', {
-        code: 'TBANK_UNAVAILABLE',
+        code: TbankErrorCode.Unavailable,
       });
       this.active.clear();
       this.producers.clear();

src/integrations/tbank/tbank-access.service.ts

@@ -10,6 +10,7 @@ import type { TbankAccount } from './tbank.client';
 
 import { PrismaService } from '../../prisma/prisma.service';
 import { supportedTbankAccounts } from './tbank-account.policy';
+import { TbankErrorCode } from './tbank-error-code';
 import { tbankSourceNeedsRefresh } from './tbank-source.policy';
 import { TbankTokenService } from './tbank-token.service';
 
@@ -103,7 +104,7 @@ export class TbankAccessService {
         state: 'running',
         connection: { invalidToken: false },
       },
-      data: { state: 'failed', errorCode: 'TBANK_UNAVAILABLE' },
+      data: { state: 'failed', errorCode: TbankErrorCode.Unavailable },
     });
     return result.count === EXPECTED_UPDATED_CONNECTIONS;
   }
@@ -120,6 +121,30 @@ export class TbankAccessService {
     return work ? this.tokens.decrypt(work.connection.encryptedToken) : null;
   }
 
+  async onlineToken(userId: string) {
+    const connection = await this.prisma.tbankConnection.findUnique({
+      where: { userId },
+      select: { encryptedToken: true, invalidToken: true },
+    });
+    if (!connection) throw new ConflictException({ code: TbankErrorCode.NotConnected });
+    if (connection.invalidToken) {
+      throw new BadRequestException({ code: TbankErrorCode.InvalidToken });
+    }
+    return this.tokens.decrypt(connection.encryptedToken);
+  }
+
+  async current(userId: string): Promise<{ revision: string; token: string }> {
+    const connection = await this.prisma.tbankConnection.findUnique({
+      where: { userId },
+      select: { encryptedToken: true, invalidToken: true, revision: true },
+    });
+    if (!connection) throw new ConflictException({ code: TbankErrorCode.NotConnected });
+    if (connection.invalidToken) {
+      throw new BadRequestException({ code: TbankErrorCode.InvalidToken });
+    }
+    return { revision: connection.revision, token: this.tokens.decrypt(connection.encryptedToken) };
+  }
+
   async publishMembership(
     attempt: TbankSyncAttempt,
     accounts: TbankAccount[],
@@ -191,6 +216,17 @@ export class TbankAccessService {
           membershipRevision: { increment: changed ? MEMBERSHIP_REVISION_INCREMENT : UNCHANGED_MEMBERSHIP_REVISION_INCREMENT },
         },
       });
+      // Value history visibility follows the confirmed membership only; a
+      // failed fetch never reaches this transaction and changes nothing.
+      const supportedIds = supported.map(({ id }) => id);
+      await tx.tbankPortfolioValueHistory.updateMany({
+        where: { userId, accountId: { in: supportedIds } },
+        data: { deletedAt: null },
+      });
+      await tx.tbankPortfolioValueHistory.updateMany({
+        where: { userId, accountId: { notIn: supportedIds }, deletedAt: null },
+        data: { deletedAt: fetchedAt },
+      });
       if (completeWork) {
         await tx.tbankSyncWork.update({
           where: { id: attempt.id },
@@ -205,7 +241,7 @@ export class TbankAccessService {
     return this.prisma.$transaction(async (tx) => {
       const claimed = await tx.tbankSyncWork.updateMany({
         where: { ...attempt, state: 'running' },
-        data: { state: 'failed', errorCode: 'INVALID_TBANK_TOKEN' },
+        data: { state: 'failed', errorCode: TbankErrorCode.InvalidToken },
       });
       if (!claimed.count) return false;
       await tx.tbankConnection.update({
@@ -236,10 +272,10 @@ export class TbankAccessService {
       },
     });
     if (!connection) {
-      throw new ConflictException({ code: 'TBANK_NOT_CONNECTED' });
+      throw new ConflictException({ code: TbankErrorCode.NotConnected });
     }
     if (connection.invalidToken) {
-      throw new BadRequestException({ code: 'INVALID_TBANK_TOKEN' });
+      throw new BadRequestException({ code: TbankErrorCode.InvalidToken });
     }
     if (
       connection.membershipAt &&

src/integrations/tbank/tbank-account.policy.ts

@@ -1,14 +1,15 @@
 import { ISO_DATE_LENGTH, ISO_DATE_START, MILLISECONDS_PER_SECOND } from '../../common/time';
+import { TbankAccountType } from './tbank-protocol';
 import { TbankAccount } from './tbank.client';
 
 const accountTypes = {
-  ACCOUNT_TYPE_TINKOFF: { type: 'BROKERAGE', name: 'Брокерский счет' },
+  [TbankAccountType.Tinkoff]: { type: 'BROKERAGE', name: 'Брокерский счет' },
-  ACCOUNT_TYPE_TINKOFF_IIS: {
+  [TbankAccountType.TinkoffIis]: {
     type: 'INDIVIDUAL_INVESTMENT',
     name: 'ИИС',
   },
-  ACCOUNT_TYPE_INVEST_BOX: { type: 'INVEST_BOX', name: 'Инвесткопилка' },
+  [TbankAccountType.InvestBox]: { type: 'INVEST_BOX', name: 'Инвесткопилка' },
-  ACCOUNT_TYPE_INVEST_FUND: {
+  [TbankAccountType.InvestFund]: {
     type: 'MONEY_MARKET_FUND',
     name: 'Фонд денежного рынка',
   },

src/integrations/tbank/tbank-error-code.ts

@@ -0,0 +1,10 @@
+export enum TbankErrorCode {
+  InvalidToken = 'INVALID_TBANK_TOKEN',
+  NotConnected = 'TBANK_NOT_CONNECTED',
+  Unavailable = 'TBANK_UNAVAILABLE',
+}
+
+// Error messages and persisted codes cross an open string boundary.
+export function isTbankErrorCode(value: unknown, expected: TbankErrorCode): boolean {
+  return value === expected;
+}

src/integrations/tbank/tbank-market.types.ts

@@ -8,7 +8,9 @@ import type {
 export type TbankShare = TbankInstrument & {
   apiTradeAvailableFlag?: boolean;
   assetUid?: string;
+  buyAvailableFlag?: boolean;
   classCode?: string;
+  countryOfRisk?: string;
   currency?: string;
   figi?: string;
   first_1dayCandleDate?: TbankTimestamp;

src/integrations/tbank/tbank-membership.service.ts

@@ -6,6 +6,7 @@ import {
   TbankAccessService,
   type TbankSyncAttempt,
 } from './tbank-access.service';
+import { isTbankErrorCode, TbankErrorCode } from './tbank-error-code';
 import { TbankClient } from './tbank.client';
 
 @Injectable()
@@ -37,7 +38,7 @@ export class TbankMembershipService {
           .catch(() =>
             this.logger.event('error', 'tbank.membership.persistence_failed', {
               userId,
-              code: 'TBANK_UNAVAILABLE',
+              code: TbankErrorCode.Unavailable,
             }),
           )
           .finally(() => this.active.delete(attemptId));
@@ -62,7 +63,7 @@ export class TbankMembershipService {
     } catch (error) {
       await this.access.failMembership(
         attempt,
-        error instanceof Error && error.message === 'INVALID_TBANK_TOKEN',
+        error instanceof Error && isTbankErrorCode(error.message, TbankErrorCode.InvalidToken),
       );
     }
   }

src/integrations/tbank/tbank-protocol.spec.ts

@@ -0,0 +1,42 @@
+import { loadSync } from '@grpc/proto-loader';
+import { join } from 'node:path';
+
+import { isTbankErrorCode, TbankErrorCode } from './tbank-error-code';
+import {
+  InstrumentIdType,
+  isTbankProtocolValue,
+  TbankAccountStatus,
+  TbankAccountType,
+  TbankCandleInterval,
+  TbankCouponType,
+  TbankInstrumentType,
+  TbankOperationState,
+  TbankOperationType,
+} from './tbank-protocol';
+
+it('uses the string enum values declared by the vendored protocol', () => {
+  const directory = join(__dirname, 'proto/contracts');
+  const definitions = loadSync(['users.proto', 'instruments.proto', 'operations.proto', 'marketdata.proto'].map((file) => join(directory, file)), { includeDirs: [directory], enums: String });
+  for (const [name, values] of Object.entries({
+    InstrumentIdType,
+    InstrumentType: TbankInstrumentType,
+    AccountStatus: TbankAccountStatus,
+    AccountType: TbankAccountType,
+    CandleInterval: TbankCandleInterval,
+    CouponType: TbankCouponType,
+    OperationState: TbankOperationState,
+    OperationType: TbankOperationType,
+  })) {
+    const definition = definitions[`tinkoff.public.invest.api.contract.v1.${name}`];
+    expect(definition).toHaveProperty('format', 'Protocol Buffer 3 EnumDescriptorProto');
+    const descriptor = definition as { type: { value: { name: string }[] } };
+    expect(descriptor.type.value.map((member) => member.name)).toEqual(expect.arrayContaining(Object.values(values)));
+  }
+});
+
+it('recognizes supported wire values without accepting unknown ones', () => {
+  expect(isTbankProtocolValue('OPERATION_STATE_EXECUTED', TbankOperationState.Executed)).toBe(true);
+  expect(isTbankProtocolValue('NEW_UPSTREAM_STATE', TbankOperationState.Executed)).toBe(false);
+  expect(isTbankErrorCode('INVALID_TBANK_TOKEN', TbankErrorCode.InvalidToken)).toBe(true);
+  expect(isTbankErrorCode('NEW_UPSTREAM_ERROR', TbankErrorCode.InvalidToken)).toBe(false);
+});

src/integrations/tbank/tbank-protocol.ts

@@ -0,0 +1,74 @@
+// String wire values for the protocol subset used by this integration.
+// proto-loader decodes enums as strings; vendor contracts remain the source.
+export enum InstrumentIdType {
+  Figi = 'INSTRUMENT_ID_TYPE_FIGI',
+  Uid = 'INSTRUMENT_ID_TYPE_UID',
+}
+
+export enum TbankInstrumentStatus {
+  All = 'INSTRUMENT_STATUS_ALL',
+}
+
+export enum TbankInstrumentType {
+  Bond = 'INSTRUMENT_TYPE_BOND',
+  Share = 'INSTRUMENT_TYPE_SHARE',
+}
+
+export enum TbankAccountStatus {
+  Open = 'ACCOUNT_STATUS_OPEN',
+}
+
+export enum TbankAccountType {
+  InvestBox = 'ACCOUNT_TYPE_INVEST_BOX',
+  InvestFund = 'ACCOUNT_TYPE_INVEST_FUND',
+  Tinkoff = 'ACCOUNT_TYPE_TINKOFF',
+  TinkoffIis = 'ACCOUNT_TYPE_TINKOFF_IIS',
+}
+
+export enum TbankCandleInterval {
+  Day = 'CANDLE_INTERVAL_DAY',
+}
+
+export enum TbankOperationState {
+  Executed = 'OPERATION_STATE_EXECUTED',
+}
+
+export enum TbankCouponType {
+  Floating = 'COUPON_TYPE_FLOATING',
+  Unspecified = 'COUPON_TYPE_UNSPECIFIED',
+}
+
+export enum TbankOperationType {
+  BondTax = 'OPERATION_TYPE_BOND_TAX',
+  BrokerFee = 'OPERATION_TYPE_BROKER_FEE',
+  Buy = 'OPERATION_TYPE_BUY',
+  BuyCard = 'OPERATION_TYPE_BUY_CARD',
+  BuyMargin = 'OPERATION_TYPE_BUY_MARGIN',
+  Coupon = 'OPERATION_TYPE_COUPON',
+  DivExt = 'OPERATION_TYPE_DIV_EXT',
+  Dividend = 'OPERATION_TYPE_DIVIDEND',
+  DividendTax = 'OPERATION_TYPE_DIVIDEND_TAX',
+  DividendTransfer = 'OPERATION_TYPE_DIVIDEND_TRANSFER',
+  Input = 'OPERATION_TYPE_INPUT',
+  InputSecurities = 'OPERATION_TYPE_INPUT_SECURITIES',
+  MarginFee = 'OPERATION_TYPE_MARGIN_FEE',
+  Output = 'OPERATION_TYPE_OUTPUT',
+  OutputSecurities = 'OPERATION_TYPE_OUTPUT_SECURITIES',
+  Sell = 'OPERATION_TYPE_SELL',
+  SellCard = 'OPERATION_TYPE_SELL_CARD',
+  SellMargin = 'OPERATION_TYPE_SELL_MARGIN',
+  ServiceFee = 'OPERATION_TYPE_SERVICE_FEE',
+  SuccessFee = 'OPERATION_TYPE_SUCCESS_FEE',
+  Tax = 'OPERATION_TYPE_TAX',
+  TransBsBs = 'OPERATION_TYPE_TRANS_BS_BS',
+  TransIisBs = 'OPERATION_TYPE_TRANS_IIS_BS',
+  Unspecified = 'OPERATION_TYPE_UNSPECIFIED',
+}
+
+// Provider responses may contain values newer than our supported protocol subset.
+export function isTbankProtocolValue(
+  value: unknown,
+  expected: TbankCouponType | TbankInstrumentType | TbankOperationState | TbankOperationType,
+): boolean {
+  return value === expected;
+}

src/integrations/tbank/tbank-source.policy.spec.ts

@@ -3,7 +3,7 @@ import {
   tbankSourceTtlMs,
 } from './tbank-source.policy';
 
-describe('request-driven source freshness', () => {
+describe('mutable source freshness', () => {
   it.each(Object.keys(tbankSourceTtlMs) as (keyof typeof tbankSourceTtlMs)[])(
     '%s expires at its boundary without changing source time',
     (source) => {

src/integrations/tbank/tbank-source.policy.ts

@@ -1,15 +1,10 @@
 // Freshness never establishes completeness. Immutable ranges are planned by
 // their coverage owners; these TTLs apply only to mutable source snapshots.
 export const tbankSourceTtlMs = {
-  membership: 300_000,
+  membership: 3_600_000,
-  portfolio: 60_000,
+  portfolio: 3_600_000,
-  quote: 60_000,
+  quote: 3_600_000,
-  candleTail: 60_000,
+  candleTail: 3_600_000,
-  operationsTail: 300_000,
-  metadata: 86_400_000,
-  catalog: 86_400_000,
-  company: 86_400_000,
-  calendar: 86_400_000,
 } as const;
 
 export function tbankSourceNeedsRefresh(

src/integrations/tbank/tbank-token.service.ts

@@ -2,6 +2,7 @@ import { BadRequestException, Injectable } from '@nestjs/common';
 import { ConfigService } from '@nestjs/config';
 
 import { Environment } from '../../config/env.validation';
+import { isTbankErrorCode, TbankErrorCode } from './tbank-error-code';
 import { TbankCrypto } from './tbank.crypto';
 
 @Injectable()
@@ -26,8 +27,8 @@ export class TbankTokenService {
     try {
       return await operation();
     } catch (error) {
-      if (error instanceof Error && error.message === 'INVALID_TBANK_TOKEN') {
+      if (error instanceof Error && isTbankErrorCode(error.message, TbankErrorCode.InvalidToken)) {
-        throw new BadRequestException({ code: 'INVALID_TBANK_TOKEN' });
+        throw new BadRequestException({ code: TbankErrorCode.InvalidToken });
       }
       throw error;
     }

src/integrations/tbank/tbank.client.spec.ts

@@ -1,6 +1,7 @@
 import { status } from '@grpc/grpc-js';
 import { NotFoundException, ServiceUnavailableException } from '@nestjs/common';
 
+import { TbankOperationState } from './tbank-protocol';
 import { TbankClient } from './tbank.client';
 
 describe('TbankClient operations', () => {
@@ -10,7 +11,7 @@ describe('TbankClient operations', () => {
     to: { seconds: '2' },
     cursor: 'cursor',
     limit: 10,
-    state: 'OPERATION_STATE_EXECUTED' as const,
+    state: TbankOperationState.Executed,
   };
 
   it('passes a cursor operations request to OperationsService', async () => {
@@ -175,46 +176,30 @@ describe('TbankClient metadata retries', () => {
     status.DEADLINE_EXCEEDED,
     status.RESOURCE_EXHAUSTED,
   ])(
-    'recovers metadata after transient gRPC status %s with 2s/4s pauses',
+    'recovers metadata after one retry for transient gRPC status %s',
     async (code) => {
       requestRpc
-        .mockRejectedValueOnce({ code })
         .mockRejectedValueOnce({ code })
         .mockResolvedValueOnce({ instrument });
 
       const result = client.getInstrumentByUid('token', 'uid');
-      await jest.advanceTimersByTimeAsync(1999);
+      await jest.advanceTimersByTimeAsync(999);
       expect(requestRpc).toHaveBeenCalledTimes(1);
       await jest.advanceTimersByTimeAsync(1);
       expect(requestRpc).toHaveBeenCalledTimes(2);
-      await jest.advanceTimersByTimeAsync(3999);
-      expect(requestRpc).toHaveBeenCalledTimes(2);
-      await jest.advanceTimersByTimeAsync(1);
-
       await expect(result).resolves.toEqual(instrument);
-      expect(queue.run).toHaveBeenCalledTimes(3);
+      expect(queue.run).toHaveBeenCalledTimes(2);
       expect(jest.getTimerCount()).toBe(0);
     },
   );
 
-  it('rechecks a full queue before admitting a metadata retry', async () => {
+  it('rejects metadata immediately when the queue is full', async () => {
     queue.size = 50;
     requestRpc.mockResolvedValue({ instrument });
 
-    const result = client.getInstrumentByFigi('token', 'figi');
+    await expect(client.getInstrumentByFigi('token', 'figi')).rejects.toBeInstanceOf(ServiceUnavailableException);
-    await jest.advanceTimersByTimeAsync(1999);
     expect(queue.run).not.toHaveBeenCalled();
-    queue.size = 49;
+    expect(jest.getTimerCount()).toBe(0);
-    await jest.advanceTimersByTimeAsync(1);
-
-    await expect(result).resolves.toEqual(instrument);
-    expect(queue.run).toHaveBeenCalledTimes(1);
-    expect(logger.event).toHaveBeenCalledWith(
-      'warn',
-      'tbank.rpc.retry',
-      expect.objectContaining({ code: 'TBANK_UNAVAILABLE', attempts: 1 }),
-    );
-    expect(logger.event.mock.calls[0][2]).not.toHaveProperty('grpcCode');
   });
 
   it('does not bypass queue admission after an upstream failure', async () => {
@@ -222,42 +207,22 @@ describe('TbankClient metadata retries', () => {
       .mockRejectedValueOnce({ code: status.UNAVAILABLE })
       .mockResolvedValueOnce({ instrument });
 
-    const result = client.getInstrumentByUid('token', 'uid');
+    const result = client.getInstrumentByUid('token', 'uid').catch((error: unknown) => error);
     queue.size = 50;
-    await jest.advanceTimersByTimeAsync(2000);
+    await jest.advanceTimersByTimeAsync(1000);
     expect(queue.run).toHaveBeenCalledTimes(1);
-    queue.size = 0;
+    expect(await result).toBeInstanceOf(ServiceUnavailableException);
-    await jest.advanceTimersByTimeAsync(4000);
-
-    await expect(result).resolves.toEqual(instrument);
-    expect(queue.run).toHaveBeenCalledTimes(2);
-  });
-
-  it('stops retrying a saturated queue after three admission attempts', async () => {
-    queue.size = 50;
-    await Promise.all([
-      expect(client.getInstrumentByUid('token', 'uid')).rejects.toBeInstanceOf(ServiceUnavailableException),
-      jest.advanceTimersByTimeAsync(6000),
-    ]);
-
-    expect(queue.run).not.toHaveBeenCalled();
-    expect(logger.event).toHaveBeenCalledTimes(3);
-    expect(logger.event).toHaveBeenLastCalledWith(
-      'error',
-      'tbank.rpc.failed',
-      expect.objectContaining({ code: 'TBANK_UNAVAILABLE', attempts: 3 }),
-    );
     expect(jest.getTimerCount()).toBe(0);
   });
 
-  it('stops retrying an unavailable upstream after three RPCs', async () => {
+  it('stops retrying an unavailable upstream after two RPCs', async () => {
     requestRpc.mockRejectedValue({ code: status.UNAVAILABLE });
     await Promise.all([
       expect(client.getInstrumentByUid('token', 'uid')).rejects.toBeInstanceOf(ServiceUnavailableException),
-      jest.advanceTimersByTimeAsync(6000),
+      jest.advanceTimersByTimeAsync(1000),
     ]);
 
-    expect(queue.run).toHaveBeenCalledTimes(3);
+    expect(queue.run).toHaveBeenCalledTimes(2);
     expect(jest.getTimerCount()).toBe(0);
   });
 
@@ -317,3 +282,141 @@ describe('TbankClient metadata retries', () => {
     expect(jest.getTimerCount()).toBe(0);
   });
 });
+
+describe('TbankClient share catalog', () => {
+  const token = 'token';
+  const catalogSize = 40;
+  let client: TbankClient;
+  let call: jest.Mock;
+  let logger: {
+    event: jest.Mock<void, [string, string, Record<string, number | string>]>;
+  };
+
+  beforeEach(() => {
+    call = jest.fn();
+    logger = {
+      event: jest.fn<void, [string, string, Record<string, number | string>]>(),
+    };
+    client = Object.assign(
+      Object.create(TbankClient.prototype) as TbankClient,
+      { call, logger },
+    );
+  });
+
+  it('fetches the full share catalog through Shares with INSTRUMENT_STATUS_ALL', async () => {
+    const instruments = [{ ticker: 'AFLT', uid: 'uid-aflt' }];
+    call.mockResolvedValue({ instruments });
+
+    await expect(client.getAllShares(token)).resolves.toEqual(instruments);
+    expect(call).toHaveBeenCalledWith('token', undefined, 'shares', {
+      instrumentStatus: 'INSTRUMENT_STATUS_ALL',
+    });
+  });
+
+  it('returns the whole catalog including a fitting instrument beyond the first 30 text matches', async () => {
+    const catalog = Array.from({ length: catalogSize }, (_, index) => {
+      const fitting = index === catalogSize - 1;
+      return {
+        apiTradeAvailableFlag: fitting,
+        buyAvailableFlag: fitting,
+        ticker: fitting ? 'FIT' : `T${index}`,
+        uid: fitting ? 'uid-fit' : `uid-${index}`,
+      };
+    });
+    call.mockResolvedValue({ instruments: catalog });
+
+    const shares = await client.getAllShares(token);
+
+    expect(shares).toEqual(catalog);
+    expect(shares).toHaveLength(catalogSize);
+    expect(shares).toContainEqual({
+      apiTradeAvailableFlag: true,
+      buyAvailableFlag: true,
+      ticker: 'FIT',
+      uid: 'uid-fit',
+    });
+  });
+
+  it('rejects when the source refuses instead of returning an empty success', async () => {
+    const error = new ServiceUnavailableException({
+      code: 'TBANK_UNAVAILABLE',
+    });
+    call.mockRejectedValue(error);
+
+    await expect(client.getAllShares(token)).rejects.toBe(error);
+  });
+
+  it('rejects when the response carries no instrument list', async () => {
+    call.mockResolvedValue({});
+
+    await expect(client.getAllShares(token)).rejects.toBeInstanceOf(
+      ServiceUnavailableException,
+    );
+  });
+
+  it('rejects an empty instrument list with the public unavailable code', async () => {
+    call.mockResolvedValue({ instruments: [] });
+
+    const failure = await client
+      .getAllShares(token)
+      .catch((error: unknown) => error);
+
+    expect(failure).toBeInstanceOf(ServiceUnavailableException);
+    expect((failure as ServiceUnavailableException).getResponse()).toEqual({
+      code: 'TBANK_UNAVAILABLE',
+    });
+  });
+
+  it('rejects a non-list instrument payload as uninterpretable', async () => {
+    call.mockResolvedValue({ instruments: 'corrupted' });
+
+    await expect(client.getAllShares(token)).rejects.toBeInstanceOf(
+      ServiceUnavailableException,
+    );
+  });
+
+  it('rejects an uninterpretable entry without instrument identity', async () => {
+    call.mockResolvedValue({
+      instruments: [
+        { ticker: 'FIT', uid: 'uid-fit' },
+        { ticker: 'BROKEN' },
+      ],
+    });
+
+    await expect(client.getAllShares(token)).rejects.toBeInstanceOf(
+      ServiceUnavailableException,
+    );
+  });
+
+  it('registers asOf and source instrument count on a successful catalog fetch', async () => {
+    call.mockResolvedValue({
+      instruments: [{ uid: 'uid-a' }, { uid: 'uid-b' }],
+    });
+
+    await client.getAllShares(token);
+
+    expect(logger.event).toHaveBeenCalledWith(
+      'info',
+      'tbank.shares.catalog.fetched',
+      expect.objectContaining({ count: 2, operation: 'shares' }),
+    );
+    expect(logger.event.mock.calls[0][2].asOf).toEqual(expect.any(String));
+  });
+
+  it('logs a distinguishable failure without secrets when the catalog is unusable', async () => {
+    call.mockResolvedValue({ instruments: [] });
+
+    await expect(client.getAllShares('secret-token')).rejects.toBeInstanceOf(
+      ServiceUnavailableException,
+    );
+
+    expect(logger.event).toHaveBeenCalledWith(
+      'error',
+      'tbank.shares.catalog.unusable',
+      expect.objectContaining({ operation: 'shares' }),
+    );
+    expect(JSON.stringify(logger.event.mock.calls)).not.toContain(
+      'secret-token',
+    );
+  });
+});

src/integrations/tbank/tbank.client.ts

@@ -29,6 +29,15 @@ import type {
 import { StructuredLogger } from '../../common/logging/structured-logger.service';
 import { MILLISECONDS_PER_SECOND } from '../../common/time';
 import { Environment } from '../../config/env.validation';
+import { TbankErrorCode } from './tbank-error-code';
+import {
+  InstrumentIdType,
+  TbankAccountStatus,
+  TbankCandleInterval,
+  TbankInstrumentStatus,
+  TbankInstrumentType,
+  TbankOperationState,
+} from './tbank-protocol';
 
 const INITIAL_REQUEST_COUNT = 0;
 const MIN_RATE_DELAY_MS = 1;
@@ -38,10 +47,8 @@ const NO_RPC_ATTEMPTS = 0;
 const NEXT_DAY_OFFSET = 1;
 
 const RATE_WINDOW_MS = 1_000;
-const METADATA_MAX_ATTEMPTS = 3;
 const RPC_MAX_ATTEMPTS = 2;
 const MAX_QUEUE_SIZE = 50;
-const METADATA_RETRY_DELAY_MS = 2_000;
 const RPC_RETRY_DELAY_MS = 1_000;
 
 const requestDeadlineMs = 15_000;
@@ -115,7 +122,7 @@ export type TbankOperationsByCursorRequest = {
   from?: TbankTimestamp;
   instrumentId?: string;
   limit?: number;
-  state: 'OPERATION_STATE_EXECUTED';
+  state: TbankOperationState.Executed;
   to?: TbankTimestamp;
 };
 export type TbankOperationsByCursorResponse = {
@@ -205,10 +212,10 @@ export class TbankClient {
       loadPackageDefinition(definition) as unknown as TbankNamespace
     ).tinkoff.public.invest.api.contract.v1;
     const caPath = config.get<string | undefined>('TBANK_CA_CERT_PATH');
-    const credentials = caPath ?
+    const credentials = caPath
     // eslint-disable-next-line security/detect-non-literal-fs-filename -- The CA path is trusted operator configuration, never supplied by an HTTP request.
-        ChannelCredentials.createSsl(readFileSync(caPath)) :
+      ? ChannelCredentials.createSsl(readFileSync(caPath))
-        ChannelCredentials.createSsl();
+      : ChannelCredentials.createSsl();
     const endpoint = config.getOrThrow<string>('TBANK_GRPC_ENDPOINT');
     const create = (name: string) =>
       new (
@@ -256,7 +263,7 @@ export class TbankClient {
       token,
       this.users,
       'getAccounts',
-      { status: 'ACCOUNT_STATUS_OPEN' },
+      { status: TbankAccountStatus.Open },
     ).then((response) => response.accounts ?? []);
   }
 
@@ -279,14 +286,14 @@ export class TbankClient {
     token: string,
     figi: string,
   ): Promise<null | TbankInstrument> {
-    return this.getInstrument(token, 'INSTRUMENT_ID_TYPE_FIGI', figi);
+    return this.getInstrument(token, InstrumentIdType.Figi, figi);
   }
 
   getInstrumentByUid(
     token: string,
     instrumentUid: string,
   ): Promise<null | TbankInstrument> {
-    return this.getInstrument(token, 'INSTRUMENT_ID_TYPE_UID', instrumentUid);
+    return this.getInstrument(token, InstrumentIdType.Uid, instrumentUid);
   }
 
   getDividends(
@@ -314,11 +321,40 @@ export class TbankClient {
       'findInstrument',
       {
         query,
-        instrumentKind: 'INSTRUMENT_TYPE_SHARE',
+        instrumentKind: TbankInstrumentType.Share,
       },
     ).then((response) => response.instruments ?? []);
   }
 
+  async getAllShares(token: string): Promise<TbankShare[]> {
+    const response = await this.call<{ instruments?: TbankShare[] }>(
+      token,
+      this.instruments,
+      'shares',
+      { instrumentStatus: TbankInstrumentStatus.All },
+    );
+    const { instruments } = response;
+    if (
+      !Array.isArray(instruments) ||
+      !instruments.length ||
+      instruments.some((item) => !item?.uid)
+    ) {
+      this.logger.event('error', 'tbank.shares.catalog.unusable', {
+        code: TbankErrorCode.Unavailable,
+        operation: 'shares',
+      });
+      throw new ServiceUnavailableException({
+        code: TbankErrorCode.Unavailable,
+      });
+    }
+    this.logger.event('info', 'tbank.shares.catalog.fetched', {
+      asOf: new Date().toISOString(),
+      count: instruments.length,
+      operation: 'shares',
+    });
+    return instruments;
+  }
+
   findBonds(token: string, query: string): Promise<TbankBond[]> {
     return this.call<{ instruments?: TbankBond[] }>(
       token,
@@ -326,7 +362,7 @@ export class TbankClient {
       'findInstrument',
       {
         query,
-        instrumentKind: 'INSTRUMENT_TYPE_BOND',
+        instrumentKind: TbankInstrumentType.Bond,
       },
     ).then((response) => response.instruments ?? []);
   }
@@ -337,7 +373,7 @@ export class TbankClient {
       this.sparseInstruments,
       'bondBy',
       {
-        idType: 'INSTRUMENT_ID_TYPE_UID',
+        idType: InstrumentIdType.Uid,
         id: uid,
       },
     ).then((response) => response.instrument ?? null);
@@ -367,7 +403,7 @@ export class TbankClient {
       this.instruments,
       'shareBy',
       {
-        idType: 'INSTRUMENT_ID_TYPE_UID',
+        idType: InstrumentIdType.Uid,
         id: uid,
       },
     ).then((response) => response.instrument ?? null);
@@ -411,12 +447,6 @@ export class TbankClient {
     ).then((response) => response.lastPrices ?? []);
   }
 
-  getLastPrice(token: string, uid: string): Promise<null | TbankLastPrice> {
-    return this.getLastPrices(token, [uid]).then(
-      (prices) => prices.find((item) => item.instrumentUid === uid) ?? null,
-    );
-  }
-
   getTradingStatus(token: string, uid: string): Promise<null | string> {
     return this.call<{ tradingStatus?: string }>(
       token,
@@ -446,7 +476,7 @@ export class TbankClient {
         to: {
           seconds: String(Math.floor(to.valueOf() / MILLISECONDS_PER_SECOND)),
         },
-        interval: 'CANDLE_INTERVAL_DAY',
+        interval: TbankCandleInterval.Day,
         limit: 2400,
       },
     ).then((response) => response.candles ?? []);
@@ -454,7 +484,7 @@ export class TbankClient {
 
   private async getInstrument(
     token: string,
-    idType: 'INSTRUMENT_ID_TYPE_FIGI' | 'INSTRUMENT_ID_TYPE_UID',
+    idType: InstrumentIdType,
     id: string,
   ): Promise<null | TbankInstrument> {
     try {
@@ -478,13 +508,12 @@ export class TbankClient {
     request: object,
   ): Promise<Response> {
     const metadataCall = method === 'getInstrumentBy';
-    const maxAttempts = metadataCall ? METADATA_MAX_ATTEMPTS : RPC_MAX_ATTEMPTS;
+    for (let attempts = FIRST_ATTEMPT; attempts <= RPC_MAX_ATTEMPTS; attempts += ATTEMPT_INCREMENT) {
-    for (let attempts = FIRST_ATTEMPT; attempts <= maxAttempts; attempts += ATTEMPT_INCREMENT) {
       const startedAt = performance.now();
       const queueFull = this.queue.size >= MAX_QUEUE_SIZE;
       try {
         if (queueFull) {
-          throw new ServiceUnavailableException({ code: 'TBANK_UNAVAILABLE' });
+          throw new ServiceUnavailableException({ code: TbankErrorCode.Unavailable });
         }
         const response = await this.queue.run(() =>
           this.request<Response>(token, client, method, request),
@@ -497,44 +526,35 @@ export class TbankClient {
         return response;
       } catch (error) {
         const grpcCode = (error as ServiceError).code;
-        const failureContext = queueFull ?
+        const failureContext = queueFull
-            { code: 'TBANK_UNAVAILABLE' } :
+          ? { code: TbankErrorCode.Unavailable }
-            { grpcCode };
+          : { grpcCode };
-        const retryable = queueFull ?
+        const retryable = !queueFull && [
-          metadataCall :
+          status.DEADLINE_EXCEEDED,
-            [
+          status.RESOURCE_EXHAUSTED,
-              status.DEADLINE_EXCEEDED,
+          status.UNAVAILABLE,
-              status.RESOURCE_EXHAUSTED,
+        ].includes(grpcCode);
-              status.UNAVAILABLE,
+        if (retryable && attempts < RPC_MAX_ATTEMPTS) {
-            ].includes(grpcCode);
-        if (retryable && attempts < maxAttempts) {
           this.logger.event('warn', 'tbank.rpc.retry', {
             operation: method,
             ...failureContext,
             attempts,
             durationMs: Math.round(performance.now() - startedAt),
           });
-          await new Promise((resolve) =>
+          await new Promise((resolve) => setTimeout(resolve, RPC_RETRY_DELAY_MS));
-            setTimeout(
-              resolve,
-              metadataCall ?
-                attempts * METADATA_RETRY_DELAY_MS :
-                RPC_RETRY_DELAY_MS,
-            ),
-          );
           continue;
         }
         this.logger.event('error', 'tbank.rpc.failed', {
           operation: method,
           ...failureContext,
-          attempts: queueFull && !metadataCall ? NO_RPC_ATTEMPTS : attempts,
+          attempts: queueFull ? NO_RPC_ATTEMPTS : attempts,
           durationMs: Math.round(performance.now() - startedAt),
         });
         if (
           [status.PERMISSION_DENIED, status.UNAUTHENTICATED].includes(grpcCode)
         ) {
           // eslint-disable-next-line preserve-caught-error -- Discard raw upstream authentication errors at the integration boundary.
-          throw new Error('INVALID_TBANK_TOKEN');
+          throw new Error(TbankErrorCode.InvalidToken);
         }
         if (
           grpcCode === status.NOT_FOUND &&
@@ -542,10 +562,10 @@ export class TbankClient {
         ) {
           throw new NotFoundException();
         }
-        throw new ServiceUnavailableException({ code: 'TBANK_UNAVAILABLE' });
+        throw new ServiceUnavailableException({ code: TbankErrorCode.Unavailable });
       }
     }
-    throw new ServiceUnavailableException({ code: 'TBANK_UNAVAILABLE' });
+    throw new ServiceUnavailableException({ code: TbankErrorCode.Unavailable });
   }
 
   private request<Response>(

src/main.ts

@@ -11,7 +11,6 @@ import { Logger } from 'nestjs-pino';
 
 import { AppModule } from './app.module';
 import { HttpExceptionFilter } from './common/filters/http-exception.filter';
-import { RequestLoggingMiddleware } from './common/logging/request-logging.middleware';
 import { StructuredLogger } from './common/logging/structured-logger.service';
 import { Environment } from './config/env.validation';
 import { shouldExposeSwagger } from './config/swagger.config';
@@ -29,8 +28,6 @@ export function configureApp(app: INestApplication): void {
   });
   app.setGlobalPrefix(API_PREFIX);
   app.use(cookieParser());
-  const requestLogging = app.get(RequestLoggingMiddleware);
-  app.use(requestLogging.use.bind(requestLogging));
   app.useGlobalPipes(
     new ValidationPipe({
       forbidUnknownValues: true,

src/modules/auth/application/auth-error-code.ts

@@ -0,0 +1,4 @@
+export enum AuthErrorCode {
+  EmailAlreadyRegistered = 'EMAIL_ALREADY_REGISTERED',
+  InvalidCredentials = 'INVALID_CREDENTIALS',
+}

src/modules/auth/application/auth.service.ts

@@ -8,8 +8,11 @@ import * as bcrypt from 'bcrypt';
 import { createHash, randomUUID } from 'crypto';
 
 import { Session, User } from '../../../../generated/prisma/client';
+import { HttpErrorCode } from '../../../common/error-code';
+import { isPrismaErrorCode, PrismaErrorCode } from '../../../prisma/prisma-error-code';
 import { PrismaService } from '../../../prisma/prisma.service';
-import { AuthUser, RefreshPayload } from './auth.types';
+import { AuthErrorCode } from './auth-error-code';
+import { AuthenticationResult, AuthUser, RefreshPayload } from './auth.types';
 
 const EXPECTED_ROTATED_SESSIONS = 1;
 
@@ -32,12 +35,12 @@ export class AuthService {
   async register(
     email: string,
     password: string,
-  ): Promise<{ accessToken: string; refreshToken: string; user: AuthUser }> {
+  ): Promise<AuthenticationResult> {
     const existing = await this.prisma.user.findUnique({
       where: { email },
     });
     if (existing) {
-      throw new ConflictException({ code: 'EMAIL_ALREADY_REGISTERED' });
+      throw new ConflictException({ code: AuthErrorCode.EmailAlreadyRegistered });
     }
 
     let user: User;
@@ -51,7 +54,7 @@ export class AuthService {
       });
     } catch (error) {
       if (isUniqueConstraintError(error)) {
-        throw new ConflictException({ code: 'EMAIL_ALREADY_REGISTERED' });
+        throw new ConflictException({ code: AuthErrorCode.EmailAlreadyRegistered });
       }
       throw error;
     }
@@ -61,7 +64,7 @@ export class AuthService {
   async login(
     email: string,
     password: string,
-  ): Promise<{ accessToken: string; refreshToken: string; user: AuthUser }> {
+  ): Promise<AuthenticationResult> {
     const user = await this.prisma.user.findUnique({
       where: { email },
     });
@@ -70,24 +73,24 @@ export class AuthService {
       user?.passwordHash ?? DUMMY_PASSWORD_HASH,
     );
     if (!user || !valid) {
-      throw new UnauthorizedException({ code: 'INVALID_CREDENTIALS' });
+      throw new UnauthorizedException({ code: AuthErrorCode.InvalidCredentials });
     }
     return this.createSession(user);
   }
 
   async refresh(
     token: string,
-  ): Promise<{ accessToken: string; refreshToken: string; user: AuthUser }> {
+  ): Promise<AuthenticationResult> {
     let payload: RefreshPayload;
     try {
       payload = await this.jwt.verifyAsync<RefreshPayload>(token, {
         algorithms: ['HS256'],
       });
     } catch {
-      throw new UnauthorizedException({ code: 'UNAUTHORIZED' });
+      throw new UnauthorizedException({ code: HttpErrorCode.Unauthorized });
     }
     if (payload.type !== 'refresh') {
-      throw new UnauthorizedException({ code: 'UNAUTHORIZED' });
+      throw new UnauthorizedException({ code: HttpErrorCode.Unauthorized });
     }
     const session = await this.prisma.session.findUnique({
       where: { id: payload.sid },
@@ -102,10 +105,10 @@ export class AuthService {
       if (session && !session.revokedAt) {
         await this.prisma.session.delete({ where: { id: session.id } });
       }
-      throw new UnauthorizedException({ code: 'UNAUTHORIZED' });
+      throw new UnauthorizedException({ code: HttpErrorCode.Unauthorized });
     }
     if (session.refreshTokenHash !== this.hash(token)) {
-      throw new UnauthorizedException({ code: 'UNAUTHORIZED' });
+      throw new UnauthorizedException({ code: HttpErrorCode.Unauthorized });
     }
     return this.rotateSession(session, session.refreshTokenHash);
   }
@@ -142,13 +145,13 @@ export class AuthService {
 
   async userById(id: string): Promise<User> {
     const user = await this.prisma.user.findUnique({ where: { id } });
-    if (!user) throw new UnauthorizedException({ code: 'UNAUTHORIZED' });
+    if (!user) throw new UnauthorizedException({ code: HttpErrorCode.Unauthorized });
     return user;
   }
 
   private async createSession(
     user: User,
-  ): Promise<{ accessToken: string; refreshToken: string; user: AuthUser }> {
+  ): Promise<AuthenticationResult> {
     const session = await this.prisma.session.create({
       data: {
         id: randomUUID(),
@@ -163,7 +166,7 @@ export class AuthService {
   private async rotateSession(
     session: Session & { user: User },
     expectedRefreshTokenHash?: string,
-  ): Promise<{ accessToken: string; refreshToken: string; user: AuthUser }> {
+  ): Promise<AuthenticationResult> {
     const refreshToken = await this.jwt.signAsync(
       {
         sub: session.userId,
@@ -183,7 +186,7 @@ export class AuthService {
         data,
       });
       if (updated.count !== EXPECTED_ROTATED_SESSIONS) {
-        throw new UnauthorizedException({ code: 'UNAUTHORIZED' });
+        throw new UnauthorizedException({ code: HttpErrorCode.Unauthorized });
       }
     } else {
       await this.prisma.session.update({ where: { id: session.id }, data });
@@ -208,6 +211,6 @@ function isUniqueConstraintError(error: unknown): boolean {
     typeof error === 'object' &&
     error !== null &&
     'code' in error &&
-    (error as { code?: unknown }).code === 'P2002'
+    isPrismaErrorCode(error.code, PrismaErrorCode.UniqueConstraint)
   );
 }

src/modules/auth/application/auth.types.ts

@@ -3,6 +3,12 @@ export interface AuthUser {
   id: string;
 }
 
+export type AuthenticationResult = {
+  accessToken: string;
+  refreshToken: string;
+  user: AuthUser;
+};
+
 export interface AccessPayload {
   sid: string;
   sub: string;

src/modules/auth/infrastructure/jwt.strategy.ts

@@ -3,6 +3,7 @@ import { ConfigService } from '@nestjs/config';
 import { PassportStrategy } from '@nestjs/passport';
 import { ExtractJwt, Strategy } from 'passport-jwt';
 
+import { HttpErrorCode } from '../../../common/error-code';
 import { Environment } from '../../../config/env.validation';
 import { AccessPayload } from '../application/auth.types';
 
@@ -19,7 +20,7 @@ export class JwtStrategy extends PassportStrategy(Strategy) {
 
   validate(payload: AccessPayload): AccessPayload {
     if (payload.type !== 'access') {
-      throw new UnauthorizedException({ code: 'UNAUTHORIZED' });
+      throw new UnauthorizedException({ code: HttpErrorCode.Unauthorized });
     }
     return payload;
   }

src/modules/auth/presentation/auth.controller.ts

@@ -21,8 +21,9 @@ import {
 } from '@nestjs/swagger';
 
 import { ApiProblemResponses } from '../../../common/decorators/api-safe-error-response.decorator';
+import { HttpErrorCode } from '../../../common/error-code';
 import { AuthService } from '../application/auth.service';
-import { AccessPayload } from '../application/auth.types';
+import { AccessPayload, AuthenticationResult } from '../application/auth.types';
 import { CredentialsDto } from './auth.dto';
 import { JwtAuthGuard } from './jwt-auth.guard';
 
@@ -84,14 +85,9 @@ export class AuthController {
     @Req() request: Request,
     @Res({ passthrough: true }) response: Response,
   ) {
-    try {
+    const token = this.refreshToken(request);
-      const token = this.refreshToken(request);
+    if (!token) throw new UnauthorizedException({ code: HttpErrorCode.Unauthorized });
-      if (!token) throw new UnauthorizedException({ code: 'UNAUTHORIZED' });
+    return this.respond(response, await this.auth.refresh(token));
-      return this.respond(response, await this.auth.refresh(token));
-    } catch (error) {
-      if (error instanceof UnauthorizedException) this.clearCookie(response);
-      throw error;
-    }
   }
 
   @Post('logout')
@@ -116,11 +112,7 @@ export class AuthController {
 
   private respond(
     response: Response,
-    result: {
+    result: AuthenticationResult,
-      accessToken: string;
-      refreshToken: string;
-      user: { email: string; id: string };
-    },
   ) {
     response.cookie(REFRESH_COOKIE, result.refreshToken, this.cookieOptions());
     return { user: result.user, accessToken: result.accessToken };

src/modules/auth/presentation/jwt-auth.guard.ts

@@ -1,12 +1,12 @@
 import { ExecutionContext, Injectable } from '@nestjs/common';
 import { AuthGuard } from '@nestjs/passport';
+import { PinoLogger } from 'nestjs-pino';
 
-import { RequestContextService } from '../../../common/logging/request-context.service';
 import { AccessPayload } from '../application/auth.types';
 
 @Injectable()
 export class JwtAuthGuard extends AuthGuard('jwt') {
-  constructor(private readonly requestContext: RequestContextService) {
+  constructor(private readonly logger: PinoLogger) {
     super();
   }
 
@@ -16,7 +16,7 @@ export class JwtAuthGuard extends AuthGuard('jwt') {
       .switchToHttp()
       .getRequest<{ user?: AccessPayload }>();
     if (request.user?.sub) {
-      this.requestContext.set({ userId: request.user.sub });
+      this.logger.assign({ userId: request.user.sub });
     }
     return Boolean(allowed);
   }

src/modules/banking/bank-cards/application/bank-card-input.ts

@@ -22,24 +22,23 @@ import {
 const NEXT_MONTH_OFFSET = 1;
 const PREVIOUS_MONTH_LAST_DAY = 0;
 
-export const BankErrorCode = {
+export enum BankErrorCode {
-  InvalidInput: 'BANK_INVALID_INPUT',
+  CardArchived = 'BANK_CARD_ARCHIVED',
-  VersionConflict: 'BANK_VERSION_CONFLICT',
+  DependentRefunds = 'BANK_DEPENDENT_REFUNDS',
-  NotFound: 'BANK_NOT_FOUND',
+  DuplicateCategory = 'BANK_DUPLICATE_CATEGORY',
-  InvalidMoney: 'BANK_INVALID_MONEY',
+  ImmutableOperation = 'BANK_IMMUTABLE_OPERATION',
-  InvalidDate: 'BANK_INVALID_DATE',
+  IntentConflict = 'BANK_INTENT_CONFLICT',
-  ImmutableOperation: 'BANK_IMMUTABLE_OPERATION',
+  InvalidDate = 'BANK_INVALID_DATE',
-  InvalidRefund: 'BANK_INVALID_REFUND',
+  InvalidInput = 'BANK_INVALID_INPUT',
-  RefundLimit: 'BANK_REFUND_LIMIT',
+  InvalidMoney = 'BANK_INVALID_MONEY',
-  DependentRefunds: 'BANK_DEPENDENT_REFUNDS',
+  InvalidRefund = 'BANK_INVALID_REFUND',
-  IntentConflict: 'BANK_INTENT_CONFLICT',
+  NotFound = 'BANK_NOT_FOUND',
-  OperationDeleted: 'BANK_OPERATION_DELETED',
+  OpeningDateConflict = 'BANK_OPENING_DATE_CONFLICT',
-  CardArchived: 'BANK_CARD_ARCHIVED',
+  OperationDeleted = 'BANK_OPERATION_DELETED',
-  OpeningDateConflict: 'BANK_OPENING_DATE_CONFLICT',
+  RefundLimit = 'BANK_REFUND_LIMIT',
-  WriteConflict: 'BANK_WRITE_CONFLICT',
+  VersionConflict = 'BANK_VERSION_CONFLICT',
-  DuplicateCategory: 'BANK_DUPLICATE_CATEGORY',
+  WriteConflict = 'BANK_WRITE_CONFLICT',
-} as const;
+}
-export type BankErrorCode = (typeof BankErrorCode)[keyof typeof BankErrorCode];
 
 export function fail(code: BankErrorCode = BankErrorCode.InvalidInput): never {
   throw new BadRequestException({ code });

src/modules/banking/bank-cards/application/bank-cards.service.ts

@@ -103,17 +103,13 @@ export class BankCardsService {
         id,
         name: dto.name ?? previous.name,
         bankName:
-          dto.bankName === undefined ?
+          dto.bankName === undefined ? previous.bankName : dto.bankName,
-              (previous.bankName ?? undefined) :
-              (dto.bankName ?? undefined),
         lastFour:
-          dto.lastFour === undefined ?
+          dto.lastFour === undefined ? previous.lastFour : dto.lastFour,
-              (previous.lastFour ?? undefined) :
-              (dto.lastFour ?? undefined),
         paymentSystem:
-          dto.paymentSystem === undefined ?
+          dto.paymentSystem === undefined
-            previous.paymentSystem :
+            ? previous.paymentSystem
-            dto.paymentSystem,
+            : dto.paymentSystem,
         openingBalance:
           dto.openingBalance ?? rubMoney(previous.openingBalanceKopecks),
         openingDate: dto.openingDate ?? previous.openingDate,
@@ -143,12 +139,12 @@ export class BankCardsService {
           ...input,
           paymentSystem: input.paymentSystem ?? null,
           version: { increment: 1 },
-          ...(dto.archived === undefined ?
+          ...(dto.archived === undefined
-              {} :
+            ? {}
-              {
+            : {
-                archivedAt: dto.archived ?
+                archivedAt: dto.archived
-                    (previous.archivedAt ?? new Date()) :
+                  ? (previous.archivedAt ?? new Date())
-                  null,
+                  : null,
               }),
         },
       });

src/modules/banking/bank-cards/application/bank-operations.service.ts

@@ -43,29 +43,29 @@ export class BankOperationsService {
     row: BankCardOperation,
   ): Promise<BankOperationDto> {
     const card = await this.repository.card(tx, row.userId, row.cardId);
-    const target = row.targetCardId ?
+    const target = row.targetCardId
-        await this.repository.card(tx, row.userId, row.targetCardId) :
+      ? await this.repository.card(tx, row.userId, row.targetCardId)
-      null;
+      : null;
-    const source = row.originalExpenseId ?
+    const source = row.originalExpenseId
-        await this.repository.operation(tx, row.userId, row.originalExpenseId) :
+      ? await this.repository.operation(tx, row.userId, row.originalExpenseId)
-      null;
+      : null;
     const categoryId = source?.categoryId ?? row.categoryId;
-    const category = categoryId ?
+    const category = categoryId
-        await tx.expenseCategory.findFirst({
+      ? await tx.expenseCategory.findFirst({
           where: { id: categoryId, userId: row.userId },
-        }) :
+        })
-      null;
+      : null;
     const refunds =
-      row.kind === BankOperationKind.Expense || source ?
+      row.kind === BankOperationKind.Expense || source
-          await tx.bankCardOperation.findMany({
+        ? await tx.bankCardOperation.findMany({
             where: {
               userId: row.userId,
               originalExpenseId: source?.id ?? row.id,
               deletedAt: null,
               ...(source ? { id: { not: row.id } } : {}),
             },
-          }) :
+          })
-          [];
+        : [];
     return {
       id: row.id,
       kind: row.kind as BankOperationDto['kind'],
@@ -78,12 +78,12 @@ export class BankOperationsService {
       originalExpenseId: row.originalExpenseId,
       amount: rubMoney(row.amountKopecks),
       availableRefund:
-        row.kind === BankOperationKind.Expense || source ?
+        row.kind === BankOperationKind.Expense || source
-            rubMoney(
+          ? rubMoney(
               (source?.amountKopecks ?? row.amountKopecks) -
               refunds.reduce((sum, r) => sum + r.amountKopecks, ZERO_KOPECKS),
-            ) :
+            )
-          null,
+          : null,
       date: row.date,
       description: row.description,
       version: row.version,
@@ -336,9 +336,9 @@ export class BankOperationsService {
     query: BankOperationsQueryDto | BankPageQueryDto,
     expenses = false,
   ) {
-    const period = expenses ?
+    const period = expenses
-      undefined :
+      ? undefined
-        periodBounds(query as BankOperationsQueryDto);
+      : periodBounds(query as BankOperationsQueryDto);
     return this.prisma.$transaction(async (tx) => {
       await this.repository.card(tx, userId, id);
       const limit = query.limit ?? DEFAULT_BANK_PAGE_SIZE,
@@ -347,9 +347,9 @@ export class BankOperationsService {
         userId,
         deletedAt: null,
         OR: [{ cardId: id }, { targetCardId: id }],
-        ...(period ?
+        ...(period
-            { date: { gte: period.from, lte: period.to } } :
+          ? { date: { gte: period.from, lte: period.to } }
-            { kind: BankOperationKind.Expense }),
+          : { kind: BankOperationKind.Expense }),
       };
       const total = await tx.bankCardOperation.count({ where });
       const rows = await tx.bankCardOperation.findMany({

src/modules/banking/bank-cards/domain/bank-card.calculations.ts

@@ -81,13 +81,13 @@ export function bankSummary(
       continue;
     }
     const expense =
-      operation.kind === BankOperationKind.Expense ?
+      operation.kind === BankOperationKind.Expense
-        operation.amountKopecks :
+        ? operation.amountKopecks
-        ZERO_KOPECKS;
+        : ZERO_KOPECKS;
     const refund =
-      operation.kind === BankOperationKind.Refund ?
+      operation.kind === BankOperationKind.Refund
-        operation.amountKopecks :
+        ? operation.amountKopecks
-        ZERO_KOPECKS;
+        : ZERO_KOPECKS;
     expenses += expense;
     refunds += refund;
     if (operation.categoryId !== null) {

src/modules/banking/bank-cards/infrastructure/bank-cards.repository.ts

@@ -2,6 +2,7 @@ import { Injectable } from '@nestjs/common';
 import { randomUUID } from 'node:crypto';
 
 import { Prisma } from '../../../../../generated/prisma/client';
+import { isPrismaErrorCode, PrismaErrorCode } from '../../../../prisma/prisma-error-code';
 import { PrismaService } from '../../../../prisma/prisma.service';
 import {
   BankErrorCode,
@@ -40,19 +41,19 @@ export class BankCardsRepository {
         });
       } catch (error) {
         const code =
-          error instanceof Prisma.PrismaClientKnownRequestError ?
+          error instanceof Prisma.PrismaClientKnownRequestError
-            error.code :
+            ? error.code
-            '';
+            : '';
         const busy =
-          code === 'P2034' ||
+          isPrismaErrorCode(code, PrismaErrorCode.WriteConflict) ||
-          code === 'P2028' ||
+          isPrismaErrorCode(code, PrismaErrorCode.TransactionFailure) ||
           (error instanceof Error &&
             /SQLITE_BUSY|database is locked/.test(error.message));
-        if ((busy || code === 'P2002') && attempt < MAX_WRITE_RETRY_COUNT) {
+        if (busy && attempt < MAX_WRITE_RETRY_COUNT) {
           continue;
         }
         if (busy) conflict(BankErrorCode.WriteConflict);
-        if (code === 'P2002') conflict(BankErrorCode.DuplicateCategory);
+        if (isPrismaErrorCode(code, PrismaErrorCode.UniqueConstraint)) conflict(BankErrorCode.DuplicateCategory);
         throw error;
       }
     }

src/modules/investments/brokerage-accounts/brokerage-account.dto.ts

@@ -2,6 +2,7 @@ import { ApiProperty } from '@nestjs/swagger';
 
 import { MoneyDto } from '../../../common/money.dto';
 import { InvestmentResourceMetaDto } from '../investment-resource.dto';
+import { HourlySyncStatusDto } from '../tbank-sync/tbank-sync.dto';
 
 export class PortfolioSummaryDto {
   @ApiProperty({ type: MoneyDto, isArray: true })
@@ -55,4 +56,12 @@ export class BrokerageAccountsResourceDto {
 
   @ApiProperty({ type: InvestmentResourceMetaDto })
   declare meta: InvestmentResourceMetaDto;
+
+  @ApiProperty({
+    type: HourlySyncStatusDto,
+    nullable: true,
+    description:
+      'Read-only status of the last hourly walk for the current connection. Null when no walk attempt exists yet.',
+  })
+  declare sync: HourlySyncStatusDto | null;
 }

src/modules/investments/brokerage-accounts/brokerage-accounts-read.api.ts

@@ -1 +0,0 @@
-export { BrokerageAccountsService } from './brokerage-accounts.service';

src/modules/investments/brokerage-accounts/brokerage-accounts.controller.ts

@@ -1,11 +1,10 @@
 import type { Request } from 'express';
 
-import { Controller, Get, Query, Req, UseGuards } from '@nestjs/common';
+import { Controller, Get, Req, UseGuards } from '@nestjs/common';
 import { ApiBearerAuth, ApiOkResponse, ApiTags } from '@nestjs/swagger';
 
 import { ApiProblemResponses } from '../../../common/decorators/api-safe-error-response.decorator';
 import { AccessPayload, JwtAuthGuard } from '../../auth/auth.api';
-import { InvestmentReadQueryDto } from '../investment-resource.dto';
 import { BrokerageAccountsResourceDto } from './brokerage-account.dto';
 import { BrokerageAccountsService } from './brokerage-accounts.service';
 
@@ -19,10 +18,7 @@ export class BrokerageAccountsController {
 
   @Get()
   @ApiOkResponse({ type: BrokerageAccountsResourceDto })
-  list(
+  list(@Req() request: Request & { user: AccessPayload }) {
-    @Req() request: Request & { user: AccessPayload },
+    return this.accounts.list(request.user.sub);
-    @Query() query: InvestmentReadQueryDto,
-  ) {
-    return this.accounts.list(request.user.sub, query.sync === 'observe');
   }
 }

src/modules/investments/brokerage-accounts/brokerage-accounts.module.ts

@@ -3,11 +3,12 @@ import { Module } from '@nestjs/common';
 import { TbankModule } from '../../../integrations/tbank/tbank.module';
 import { AuthModule } from '../../auth/auth.module';
 import { PortfolioModule } from '../portfolio/portfolio.module';
+import { TbankSyncRepositoryModule } from '../tbank-sync/tbank-sync-repository.module';
 import { BrokerageAccountsController } from './brokerage-accounts.controller';
 import { BrokerageAccountsService } from './brokerage-accounts.service';
 
 @Module({
-  imports: [AuthModule, TbankModule, PortfolioModule],
+  imports: [AuthModule, TbankModule, PortfolioModule, TbankSyncRepositoryModule],
   controllers: [BrokerageAccountsController],
   providers: [BrokerageAccountsService],
   exports: [BrokerageAccountsService],

src/modules/investments/brokerage-accounts/brokerage-accounts.service.spec.ts

@@ -19,16 +19,17 @@ const meta = investmentResourceMeta({
 
 describe('saved brokerage account projection', () => {
   const portfolio = { saved: jest.fn() };
-  const service = new BrokerageAccountsService(portfolio as never);
+  const sync = { hourly: jest.fn().mockResolvedValue(null) };
+  const service = new BrokerageAccountsService(portfolio as never, sync as never);
 
   it('distinguishes unknown membership from a confirmed empty list', async () => {
     portfolio.saved.mockResolvedValueOnce({
-      membership: { ...meta, availability: 'missing' },
+      membership: { ...meta, completeness: 'incomplete' },
       accounts: [],
     });
-    expect((await service.list('owner', true)).data).toBeNull();
+    expect((await service.list('owner')).data).toBeNull();
     portfolio.saved.mockResolvedValueOnce({ membership: meta, accounts: [] });
-    expect((await service.list('owner', true)).data).toEqual([]);
+    expect((await service.list('owner')).data).toEqual([]);
   });
 
   it('keeps exact saved totals and independent missing summaries', async () => {
@@ -58,13 +59,46 @@ describe('saved brokerage account projection', () => {
         },
       ],
     });
-    const response = await service.list('owner', true);
+    const response = await service.list('owner');
     expect(response.data?.[0].portfolioSummary).toEqual({
       totalsByCurrency: [{ currency: 'RUB', value: '100000000.000000001' }],
       stockPositionCount: 1,
       bondPositionCount: 1,
     });
     expect(response.data?.[1].portfolioSummary).toBeNull();
-    expect(response.meta.availability).toBe('partial');
+    expect(response.meta.availability).toBe('available');
+    expect(response.meta.completeness).toBe('complete');
+  });
+
+  it('observes the latest hourly walk without starting another one', async () => {
+    portfolio.saved.mockResolvedValue({ membership: meta, accounts: [] });
+    sync.hourly.mockResolvedValue({
+      startedAt: new Date('2026-09-25T12:00:00Z'),
+      finishedAt: new Date('2026-09-25T12:01:00Z'),
+      state: 'partial',
+      sections: [
+        {
+          section: 'portfolio',
+          accountId: 'a',
+          errorCode: 'TBANK_UNAVAILABLE',
+        },
+      ],
+    });
+
+    const response = await service.list('owner');
+
+    expect(response.sync).toEqual({
+      startedAt: '2026-09-25T12:00:00.000Z',
+      finishedAt: '2026-09-25T12:01:00.000Z',
+      state: 'partial',
+      problems: [
+        {
+          section: 'portfolio',
+          accountId: 'a',
+          errorCode: 'TBANK_UNAVAILABLE',
+        },
+      ],
+    });
+    expect(sync.hourly).toHaveBeenCalledWith('owner');
   });
 });

src/modules/investments/brokerage-accounts/brokerage-accounts.service.ts

@@ -3,24 +3,28 @@ import { createHash } from 'node:crypto';
 
 import { investmentResourceMeta } from '../investment-resource.mapper';
 import { PortfolioService } from '../portfolio/portfolio.api';
-import { BrokerageAccountDto } from './brokerage-account.dto';
+import { TbankSyncRepository } from '../tbank-sync/tbank-sync.repository';
+import { BrokerageAccountDto, BrokerageAccountsResourceDto } from './brokerage-account.dto';
 
 @Injectable()
 export class BrokerageAccountsService {
-  constructor(private readonly portfolio: PortfolioService) {}
+  constructor(
+    private readonly portfolio: PortfolioService,
+    private readonly sync: TbankSyncRepository,
+  ) {}
 
-  async list(userId: string, observe = false) {
+  async list(userId: string): Promise<BrokerageAccountsResourceDto> {
-    const saved = await this.portfolio.saved(userId, 'all', observe);
+    const saved = await this.portfolio.saved(userId, 'all');
     const data: BrokerageAccountDto[] | null =
-      saved.membership.availability === 'missing' ?
+      saved.membership.completeness === 'incomplete'
-        null :
+        ? null
-          saved.accounts.map((account) => ({
+        : saved.accounts.map((account) => ({
             id: account.id,
             name: account.name,
             type: account.type as BrokerageAccountDto['type'],
             openedOn: account.openedOn,
-            portfolioSummary: account.snapshot ?
+            portfolioSummary: account.snapshot
-                {
+              ? {
                   totalsByCurrency: account.snapshot.totalsByCurrency,
                   stockPositionCount: account.snapshot.positions.filter(
                     (position) => position.type === 'STOCK',
@@ -28,9 +32,11 @@ export class BrokerageAccountsService {
                   bondPositionCount: account.snapshot.positions.filter(
                     (position) => position.type === 'BOND',
                   ).length,
-                } :
+                }
-              null,
+              : null,
           }));
+    // The read-only result of the last hourly walk; never starts one.
+    const hourly = await this.sync.hourly(userId);
     return {
       data,
       meta: investmentResourceMeta({
@@ -47,20 +53,27 @@ export class BrokerageAccountsService {
           )
           .digest('base64url'),
         availability:
-          data === null ?
+          data === null
-            'missing' :
+            ? 'missing'
-            saved.accounts.some((account) => !account.snapshot) ?
+            : 'complete',
-              'partial' :
+        fetchedAt: saved.membership.lastSuccessfulAt
-              'complete',
+          ? new Date(saved.membership.lastSuccessfulAt)
-        fetchedAt: saved.membership.lastSuccessfulAt ?
+          : null,
-            new Date(saved.membership.lastSuccessfulAt) :
+        freshForMs: 3_600_000,
-          null,
+        work: null,
-        freshForMs: 300_000,
-        work: saved.membership.sync.id ?
-            { ...saved.membership.sync, id: saved.membership.sync.id } :
-          null,
         dependencies: saved.accounts.map((account) => account.meta),
       }),
+      sync: hourly
+        ? {
+            state: hourly.state,
+            startedAt: hourly.startedAt.toISOString(),
+            finishedAt: hourly.finishedAt?.toISOString() ?? null,
+            problems: hourly.sections.map((section) => ({
+              ...section,
+              accountId: section.accountId ?? null,
+            })),
+          }
+        : null,
     };
   }
 }

src/modules/investments/income/income-analytics.service.spec.ts

@@ -48,7 +48,7 @@ describe('IncomeAnalyticsService', () => {
       expect.objectContaining({ role: 'previous' }),
       expect.objectContaining({
         role: 'year',
-        availability: 'missing',
+        availability: 'temporarily-unavailable',
         unavailableReason: 'CALENDAR_OR_ACCOUNT_HISTORY',
       }),
     ]);
@@ -189,6 +189,49 @@ describe('IncomeAnalyticsService', () => {
     ).toEqual(['10.25', '-0.25']);
   });
 
+  it('assigns signed payments to Moscow days and retains empty buckets', async () => {
+    seed([
+      {
+        ...entry('before', 'OPERATION_TYPE_COUPON', '0.1', 'RUB'),
+        occurredAt: '2026-01-14T20:59:59.999Z',
+      },
+      {
+        ...entry('after', 'OPERATION_TYPE_COUPON', '0.2', 'RUB'),
+        occurredAt: '2026-01-14T21:00:00.000Z',
+      },
+      {
+        ...entry('reversal', 'OPERATION_TYPE_DIVIDEND', '-0.1', 'RUB'),
+        occurredAt: '2026-01-15T20:59:59.999Z',
+      },
+    ]);
+    const response = await service.analytics(
+      'user',
+      'account',
+      '2026-01-14',
+      '2026-01-16',
+    );
+    expect(response.data?.buckets).toEqual([
+      {
+        period: { from: '2026-01-14', to: '2026-01-14' },
+        totalsByCurrency: [expect.objectContaining({
+          total: { currency: 'RUB', value: '0.1' },
+        })],
+      },
+      {
+        period: { from: '2026-01-15', to: '2026-01-15' },
+        totalsByCurrency: [expect.objectContaining({
+          coupon: { currency: 'RUB', value: '0.2' },
+          dividend: { currency: 'RUB', value: '-0.1' },
+          total: { currency: 'RUB', value: '0.1' },
+        })],
+      },
+      {
+        period: { from: '2026-01-16', to: '2026-01-16' },
+        totalsByCurrency: [],
+      },
+    ]);
+  });
+
   it('aggregates only exact coupon and dividend payments by source currency', async () => {
     operations.collectRanges.mockImplementation(
       (

src/modules/investments/income/income-analytics.service.ts

@@ -8,6 +8,7 @@ import {
   formatDecimal,
   subtract,
 } from '../../../common/decimal';
+import { isTbankProtocolValue, TbankOperationType } from '../../../integrations/tbank/tbank-protocol';
 import { DateOnlyRange, moscowDate } from '../investment-calendar';
 import { investmentResourceMeta } from '../investment-resource.mapper';
 import {
@@ -96,9 +97,9 @@ export class IncomeAnalyticsService {
       { ...current.meta, role: 'selected' },
       { ...prior.meta, role: 'previous' },
       {
-        ...(plan.yearAgo && year ?
+        ...(plan.yearAgo && year
-          year.meta :
+          ? year.meta
-            investmentResourceMeta({
+          : investmentResourceMeta({
               resourceKey: 'income/yearAgo', // gitleaks:allow public resource identifier
               dataRevision: 'unavailable',
               availability: 'missing',
@@ -118,10 +119,13 @@ export class IncomeAnalyticsService {
       ...investmentResourceMeta({
         resourceKey: `income/${accountId}/${plan.selected.from}/${plan.selected.to}`,
         dataRevision: current.meta.dataRevision,
-        availability: current.meta.availability,
+        availability:
-        fetchedAt: current.meta.lastSuccessfulAt ?
+          current.items === null
-            new Date(current.meta.lastSuccessfulAt) :
+            ? 'temporarily-unavailable'
-          null,
+            : 'available',
+        fetchedAt: current.meta.lastSuccessfulAt
+          ? new Date(current.meta.lastSuccessfulAt)
+          : null,
         freshForMs: current.meta.freshness === 'fresh' ? Infinity : STALE_FRESHNESS_MS,
         work: work?.id ? { ...work, id: work.id } : null,
         coverage: current.meta.coverage,
@@ -144,13 +148,13 @@ export class IncomeAnalyticsService {
           current.meta.lastSuccessfulAt,
         ),
         previous:
-          prior.items === null ?
+          prior.items === null
-            null :
+            ? null
-              comparison(selected, plan.previous, qualifying(prior.items)),
+            : comparison(selected, plan.previous, qualifying(prior.items)),
         yearComparison:
-          plan.yearAgo && year?.items !== null && year ?
+          plan.yearAgo && year?.items !== null && year
-              comparison(selected, plan.yearAgo, qualifying(year.items)) :
+            ? comparison(selected, plan.yearAgo, qualifying(year.items))
-            null,
+            : null,
         bucketGranularity: plan.granularity,
         buckets: buckets(plan.selected, plan.granularity, selected),
         instruments: instruments(selected),
@@ -165,7 +169,7 @@ function qualifying(entries: BrokerageOperationDto[]): BrokerageOperationDto[] {
   return entries.filter(
     (entry) =>
       Boolean(entry.payment) &&
-      ['OPERATION_TYPE_COUPON', 'OPERATION_TYPE_DIVIDEND'].includes(entry.type),
+      [TbankOperationType.Coupon, TbankOperationType.Dividend].some((type) => isTbankProtocolValue(entry.type, type)),
   );
 }
 
@@ -184,7 +188,7 @@ function totals(entries: BrokerageOperationDto[]): IncomeCurrencySummaryDto[] {
     if (!entry.payment) continue;
     const total = values.get(entry.payment.currency) ?? zeroTotal();
     const value = decimalFromString(entry.payment.value);
-    if (entry.type === 'OPERATION_TYPE_COUPON') {
+    if (isTbankProtocolValue(entry.type, TbankOperationType.Coupon)) {
       total.coupon = add(total.coupon, value);
     } else total.dividend = add(total.dividend, value);
     values.set(entry.payment.currency, total);
@@ -231,13 +235,16 @@ function buckets(
   granularity: IncomeBucketGranularity,
   entries: BrokerageOperationDto[],
 ) {
+  const datedEntries = entries.map((entry) => ({
+    entry,
+    date: moscowDate(new Date(entry.occurredAt)),
+  }));
   return rangeBuckets(range, granularity).map((period) => ({
     period,
     totalsByCurrency: totals(
-      entries.filter((entry) => {
+      datedEntries
-        const date = moscowDate(new Date(entry.occurredAt));
+        .filter(({ date }) => date >= period.from && date <= period.to)
-        return date >= period.from && date <= period.to;
+        .map(({ entry }) => entry),
-      }),
     ),
   }));
 }

src/modules/investments/income/income-period.ts

@@ -8,6 +8,8 @@ import {
   utcDate,
 } from '../investment-calendar';
 
+enum IncomeErrorCode { InvalidPeriod = 'INVALID_INCOME_PERIOD' }
+
 const MONDAY_WEEKDAY_INDEX = 1;
 const INCLUSIVE_DAY_OFFSET = 1;
 const NEXT_DAY_OFFSET = 1;
@@ -39,24 +41,24 @@ export function planIncomePeriod(
   const selected =
     from && to ? { from, to } : { from: firstOfMonth(today), to: today };
   assertRange(selected, today);
-  const previous = isFullMonth(selected) ?
+  const previous = isFullMonth(selected)
-      previousMonth(selected.from) :
+    ? previousMonth(selected.from)
-      shiftDays(selected, -rangeDays(selected));
+    : shiftDays(selected, -rangeDays(selected));
   const candidate = yearAgo(selected);
   const yearAgoRange =
-    candidate && (!openedDate || candidate.from >= moscowDate(openedDate)) ?
+    candidate && (!openedDate || candidate.from >= moscowDate(openedDate))
-      candidate :
+      ? candidate
-      null;
+      : null;
   return {
     selected,
     previous,
     yearAgo: yearAgoRange,
     granularity:
-      rangeDays(selected) <= DAILY_BUCKET_MAX_DAYS ?
+      rangeDays(selected) <= DAILY_BUCKET_MAX_DAYS
-        'day' :
+        ? 'day'
-        rangeDays(selected) <= WEEKLY_BUCKET_MAX_DAYS ?
+        : rangeDays(selected) <= WEEKLY_BUCKET_MAX_DAYS
-          'week' :
+          ? 'week'
-          'month',
+          : 'month',
   };
 }
 
@@ -69,20 +71,20 @@ export function rangeBuckets(
   }
   const buckets: DateOnlyRange[] = [];
   let cursor =
-    granularity === 'week' ?
+    granularity === 'week'
-        addDays(
+      ? addDays(
           range.from,
           -(
             (utcDate(range.from).getUTCDay() + DAYS_PER_WEEK - MONDAY_WEEKDAY_INDEX) %
             DAYS_PER_WEEK
           ),
-        ) :
+        )
-      `${range.from.slice(ISO_DATE_START, ISO_MONTH_LENGTH)}-01`;
+      : `${range.from.slice(ISO_DATE_START, ISO_MONTH_LENGTH)}-01`;
   while (cursor <= range.to) {
     const end =
-      granularity === 'week' ?
+      granularity === 'week'
-          addDays(cursor, DAYS_PER_WEEK - INCLUSIVE_DAY_OFFSET) :
+        ? addDays(cursor, DAYS_PER_WEEK - INCLUSIVE_DAY_OFFSET)
-          endOfMonth(cursor);
+        : endOfMonth(cursor);
     buckets.push({
       from: cursor < range.from ? range.from : cursor,
       to: end > range.to ? range.to : end,
@@ -153,9 +155,9 @@ function yearAgo(range: DateOnlyRange): DateOnlyRange | null {
   const shift = (value: string) => {
     const [year, month, day] = dateParts(value);
     const result = `${String(year - PREVIOUS_YEAR_OFFSET).padStart(ISO_YEAR_LENGTH, '0')}-${String(month).padStart(DATE_COMPONENT_DIGITS, '0')}-${String(day).padStart(DATE_COMPONENT_DIGITS, '0')}`;
-    return utcDate(result).toISOString().slice(ISO_DATE_START, ISO_DATE_LENGTH) === result ?
+    return utcDate(result).toISOString().slice(ISO_DATE_START, ISO_DATE_LENGTH) === result
-      result :
+      ? result
-      null;
+      : null;
   };
   const from = shift(range.from);
   const to = shift(range.to);
@@ -163,5 +165,5 @@ function yearAgo(range: DateOnlyRange): DateOnlyRange | null {
 }
 
 function invalidPeriod(): BadRequestException {
-  return new BadRequestException({ code: 'INVALID_INCOME_PERIOD' });
+  return new BadRequestException({ code: IncomeErrorCode.InvalidPeriod });
 }

src/modules/investments/income/income-read.api.ts

@@ -1 +0,0 @@
-export { IncomeAnalyticsService } from './income-analytics.service';

src/modules/investments/instruments/application/candle.service.ts

@@ -5,10 +5,9 @@ import {
 } from '@nestjs/common';
 import { randomUUID } from 'node:crypto';
 
-import { formatDecimal } from '../../../../common/decimal';
 import { StructuredLogger } from '../../../../common/logging/structured-logger.service';
 import { MILLISECONDS_PER_DAY } from '../../../../common/time';
-import { decimal } from '../../../../integrations/tbank/decimal';
+import { isTbankErrorCode, TbankErrorCode } from '../../../../integrations/tbank/tbank-error-code';
 import {
   TbankAccessService,
   TbankClient,
@@ -16,21 +15,21 @@ import {
   type TbankSyncAttempt,
 } from '../../../../integrations/tbank/tbank.api';
 import { investmentResourceMeta } from '../../investment-resource.mapper';
-import { planInvestmentScreen } from '../../investment-sync-plan';
 import {
   candleGaps,
   type CandleRange,
   candleWindows,
   utcDay,
 } from '../domain/candle-coverage';
+import { InstrumentErrorCode } from '../domain/instrument-error-code';
 import { CandleRepository } from '../infrastructure/candle.repository';
+import { toSavedCandle } from '../infrastructure/tbank-candle.mapper';
 import { CatalogEnrichmentService } from './catalog-enrichment.service';
 import { timestamp } from './instrument-market';
 
-const FIRST_BATCH_OFFSET = 0;
-const BACKGROUND_SYNC_PRIORITY = 2;
 const REPLACED_WINDOW_COUNT = 1;
 const NEXT_WINDOW_OFFSET = 1;
+const NO_CANDLE_GAPS = 0;
 
 type CandleInput = {
   instrumentType: 'bond' | 'share';
@@ -54,7 +53,6 @@ type Producer = {
 };
 const months = { month: 1, halfYear: 6, year: 12 };
 const tailFreshForMs = 60_000;
-const prefetchReadBatchSize = 100;
 function scope(input: CandleInput) {
   return `candles:${input.uid}:${input.period}${input.range ? `:${input.range.from.toISOString()}/${input.range.to.toISOString()}` : ''}`;
 }
@@ -70,9 +68,9 @@ function rangeFor(
     if (!history) {
       throw new ServiceUnavailableException({
         code:
-          input.instrumentType === 'share' ?
+          input.instrumentType === 'share'
-            'STOCK_HISTORY_START_UNAVAILABLE' :
+            ? InstrumentErrorCode.StockHistoryStartUnavailable
-            'BOND_HISTORY_START_UNAVAILABLE',
+            : InstrumentErrorCode.BondHistoryStartUnavailable,
       });
     }
     from.setTime(utcDay(new Date(history)).valueOf());
@@ -92,7 +90,6 @@ export class CandleService {
   private readonly queue: Producer[] = [];
   private reservations: Promise<unknown> = Promise.resolve();
   private running = false;
-  private readonly prefetches = new Map<string, Promise<void>>();
   constructor(
     private readonly repository: CandleRepository,
     private readonly sources: CatalogEnrichmentService,
@@ -110,16 +107,18 @@ export class CandleService {
       true,
       ['detail'],
     );
-    if (detail.meta.availability === 'complete' && !detail.instrument) {
+    if (detail.meta.completeness === 'complete' && !detail.instrument) {
       throw new NotFoundException();
     }
     const now = new Date();
-    const range = detail.instrument ?
+    const range = detail.instrument
-        rangeFor(input, detail.instrument, now) :
+      ? rangeFor(input, detail.instrument, now)
-      null;
+      : null;
     const saved = range ? await this.repository.read(input.uid, range) : null;
-    const gaps = range && saved ? candleGaps(range, saved.coverage, now) : [];
+    const hasCompleteRange = Boolean(
-    if (!observe && (!saved || gaps.length)) {
+      range && saved && candleGaps(range, saved.coverage, now).length === NO_CANDLE_GAPS,
+    );
+    if (!observe && (!saved || !hasCompleteRange)) {
       await this.request(userId, revision, input, now);
     }
     const work = await this.repository.work(userId, revision, scope(input));
@@ -139,14 +138,14 @@ export class CandleService {
     });
     return {
       data:
-        !saved || !covered ?
+        !saved || !covered
-          null :
+          ? null
-            {
+          : {
               candles: saved.data,
               currency:
-                input.instrumentType === 'share' ?
+                input.instrumentType === 'share'
-                  detail.instrument?.currency?.toUpperCase() || null :
+                  ? detail.instrument?.currency?.toUpperCase() || null
-                  null,
+                  : null,
               historyFrom: timestamp(detail?.instrument?.first_1dayCandleDate),
               observedAt: fetchedAt?.toISOString() ?? now.toISOString(),
             },
@@ -159,8 +158,8 @@ export class CandleService {
         work,
         coverage: {
           requested: range ? [publicRange(range)] : [],
-          completeRanges: range ?
+          completeRanges: range
-              completeCoverage.flatMap((row) => {
+            ? completeCoverage.flatMap((row) => {
                 const from = new Date(
                   Math.max(row.from.valueOf(), range.from.valueOf()),
                 );
@@ -168,22 +167,22 @@ export class CandleService {
                   Math.min(row.to.valueOf(), range.to.valueOf()),
                 );
                 return from < to ? [publicRange({ from, to })] : [];
-              }) :
+              })
-              [],
+            : [],
           missingRanges: missing.map(publicRange),
           asOf: fetchedAt?.toISOString() ?? null,
-          historyBoundary: timestamp(detail?.instrument?.first_1dayCandleDate) ?
+          historyBoundary: timestamp(detail?.instrument?.first_1dayCandleDate)
-            'known' :
+            ? 'known'
-            'unknown',
+            : 'unknown',
-          historyState: complete ?
+          historyState: complete
-            'complete' :
+            ? 'complete'
-            work?.state === 'failed' ?
+            : work?.state === 'failed'
-              'failed' :
+              ? 'failed'
-              work?.state === 'running' ?
+              : work?.state === 'running'
-                'loading' :
+                ? 'loading'
-                covered ?
+                : covered
-                  'partial' :
+                  ? 'partial'
-                  'missing',
+                  : 'missing',
         },
         dependencies: [
           detail.meta,
@@ -193,9 +192,9 @@ export class CandleService {
               dataRevision: String(row.dataRevision),
               availability: 'complete',
               fetchedAt: row.fetchedAt,
-              freshForMs: row.isComplete ?
+              freshForMs: row.isComplete
-                Number.POSITIVE_INFINITY :
+                ? Number.POSITIVE_INFINITY
-                tailFreshForMs,
+                : tailFreshForMs,
               work: null,
             }),
           ),
@@ -204,110 +203,6 @@ export class CandleService {
     };
   }
 
-  prefetch(
-    userId: string,
-    revision: string,
-    positions: { instrumentUid?: null | string; type: string }[],
-  ) {
-    const key = JSON.stringify([
-      userId,
-      revision,
-      positions
-        .map((position) => [position.instrumentUid, position.type])
-        // eslint-disable-next-line sonarjs/no-alphabetical-sort -- Code-unit ordering is intentional for canonical keys and ISO dates; locale collation would change persisted bindings.
-        .sort(),
-    ]);
-    const existing = this.prefetches.get(key);
-    if (existing) return existing;
-    const work = this.prefetchPositions(userId, revision, positions).finally(
-      () => this.prefetches.delete(key),
-    );
-    this.prefetches.set(key, work);
-    return work;
-  }
-
-  private async prefetchPositions(
-    userId: string,
-    revision: string,
-    positions: { instrumentUid?: null | string; type: string }[],
-  ) {
-    const now = new Date();
-    const unique = new Map(
-      positions
-        .filter(
-          (position) =>
-            position.instrumentUid && ['BOND', 'STOCK'].includes(position.type),
-        )
-        .map((position) => [position.instrumentUid ?? '', position]),
-    );
-    const details: Awaited<ReturnType<CatalogEnrichmentService['readMany']>> =
-      [];
-    const coverage: Awaited<ReturnType<CandleRepository['coverage']>> = [];
-    for (const instrumentType of ['share', 'bond'] as const) {
-      const uids = [...unique]
-        .filter(
-          ([, position]) =>
-            position.type === (instrumentType === 'share' ? 'STOCK' : 'BOND'),
-        )
-        .map(([uid]) => uid);
-      for (
-        let offset = FIRST_BATCH_OFFSET;
-        offset < uids.length;
-        offset += prefetchReadBatchSize
-      ) {
-        const batch = uids.slice(offset, offset + prefetchReadBatchSize);
-        details.push(
-          ...(await this.sources.readMany(userId, instrumentType, batch, true, [
-            'detail',
-          ])),
-        );
-        coverage.push(...(await this.repository.coverage(batch)));
-      }
-    }
-    const byUid = new Map(details.map((detail) => [detail.input.uid, detail]));
-    for (const [uid, position] of unique) {
-      const instrumentType: CandleInput['instrumentType'] =
-        position.type === 'STOCK' ? 'share' : 'bond';
-      const detail = byUid.get(uid);
-      const history = timestamp(detail?.instrument?.first_1dayCandleDate);
-      const plan = planInvestmentScreen(
-        { screen: 'account' },
-        {
-          membershipKnown: true,
-          accounts: [],
-          instruments: [
-            {
-              uid,
-              type: position.type as 'BOND' | 'STOCK',
-              historyFrom: history ? new Date(history) : null,
-            },
-          ],
-        },
-        now,
-      );
-      if (
-        !detail?.instrument ||
-        plan.sources.some((source) => source.kind === 'candles')
-      ) {
-        const input = { uid, instrumentType, period: 'all' as const };
-        const range =
-          detail?.instrument && history ?
-              rangeFor(input, detail.instrument, now) :
-            null;
-        if (
-          !range ||
-          candleGaps(
-            range,
-            coverage.filter((row) => row.instrumentUid === uid),
-            now,
-          ).length
-        ) {
-          await this.request(userId, revision, input, now, false, BACKGROUND_SYNC_PRIORITY);
-        }
-      }
-    }
-  }
-
   request(
     userId: string,
     revision: string,
@@ -411,17 +306,7 @@ export class CandleService {
         window.from,
         new Date(Math.min(window.to.valueOf(), now.valueOf())),
       );
-      const rows = candles.flatMap((candle) => {
+      const rows = candles.map(toSavedCandle);
-        const time = timestamp(candle.time);
-        if (!time || !candle.close) throw new Error('Invalid candle response');
-        return [
-          {
-            time,
-            close: formatDecimal(decimal(candle.close)),
-            isComplete: candle.isComplete === true,
-          },
-        ];
-      });
       if (!(await this.repository.stage(attempt, window, rows, now))) {
         return false;
       }
@@ -448,7 +333,7 @@ export class CandleService {
         const producer = this.queue.shift();
         if (!producer) break;
         let success = false;
-        let code = 'TBANK_UNAVAILABLE';
+        let code: string = TbankErrorCode.Unavailable;
         try {
           const result = await this.load(producer);
           if (result === null) {
@@ -457,7 +342,7 @@ export class CandleService {
           }
           success = result;
         } catch (error) {
-          if (error instanceof Error && error.message === 'INVALID_TBANK_TOKEN') {
+          if (error instanceof Error && isTbankErrorCode(error.message, TbankErrorCode.InvalidToken)) {
             await this.access.rejectMembershipToken(producer.attempt);
           }
           if (error instanceof ServiceUnavailableException) {
@@ -508,22 +393,11 @@ export class CandleService {
         this.reservations = finished.catch(() => undefined);
         if (!(await finished)) {
           this.queue.push(producer);
-          continue;
-        }
-        if (success && !producer.force && producer.input.period !== 'all') {
-          await this.request(
-            producer.attempt.userId,
-            producer.attempt.revision,
-            { ...producer.input, period: 'all' },
-            producer.now,
-            false,
-            BACKGROUND_SYNC_PRIORITY,
-          );
         }
       }
     } catch {
       this.logger.event('error', 'candles.persistence-failed', {
-        code: 'TBANK_UNAVAILABLE',
+        code: TbankErrorCode.Unavailable,
       });
     } finally {
       this.active.clear();

src/modules/investments/instruments/application/catalog-discovery.service.ts

@@ -6,14 +6,17 @@ import {
 import { randomUUID } from 'node:crypto';
 
 import { StructuredLogger } from '../../../../common/logging/structured-logger.service';
+import { isTbankErrorCode, TbankErrorCode } from '../../../../integrations/tbank/tbank-error-code';
 import {
   TbankAccessService,
+  type TbankBond,
   TbankClient,
-  tbankSourceNeedsRefresh,
+  type TbankShare,
   tbankSourceTtlMs,
   type TbankSyncAttempt,
 } from '../../../../integrations/tbank/tbank.api';
 import { investmentResourceMeta } from '../../investment-resource.mapper';
+import { InstrumentErrorCode } from '../domain/instrument-error-code';
 import {
   CatalogDiscoveryRepository,
   catalogQuery,
@@ -29,6 +32,7 @@ import {
 const UNAMBIGUOUS_MATCH_COUNT = 1;
 const NO_MATCHES = 0;
 const FIRST_RESULT_OFFSET = 0;
+const MISSING_DATA_REVISION = '0';
 
 const tickerAmbiguityLimit = 2;
 
@@ -71,22 +75,23 @@ export class CatalogDiscoveryService {
         dataRevision: saved.dataRevision,
         availability: saved.data === null ? 'missing' : 'complete',
         fetchedAt: saved.fetchedAt,
-        freshForMs: tbankSourceTtlMs.catalog,
+        freshForMs: Number.MAX_SAFE_INTEGER,
         work: await this.repository.work(userId, connection.revision, input),
       }),
     };
   }
 
   async search(userId: string, input: CatalogQuery, observe = false) {
+    if (!observe) return this.onlineSearch(userId, catalogQuery(input));
     const discovery = await this.read(userId, input, observe);
-    const sources = discovery.data ?
+    const sources = discovery.data
-        await this.enrichment.readMany(
+      ? await this.enrichment.readMany(
           userId,
           input.instrumentType,
           discovery.data.map((item) => item.uid),
           observe,
-        ) :
+        )
-        [];
+      : [];
     const dependencies = [
       discovery.meta,
       ...sources.map((source) => source.meta),
@@ -114,22 +119,22 @@ export class CatalogDiscoveryService {
           .map((dependency) => dependency.dataRevision)
           .join('/'),
         availability:
-          discovery.data === null ?
+          discovery.data === null
-            'missing' :
+            ? 'missing'
-            sources.every((source) => source.meta.availability === 'complete') ?
+            : sources.every((source) => source.meta.completeness === 'complete')
-              'complete' :
+              ? 'complete'
-              'partial',
+              : 'partial',
-        fetchedAt: discovery.meta.lastSuccessfulAt ?
+        fetchedAt: discovery.meta.lastSuccessfulAt
-            new Date(discovery.meta.lastSuccessfulAt) :
+          ? new Date(discovery.meta.lastSuccessfulAt)
-          null,
+          : null,
-        freshForMs: tbankSourceTtlMs.catalog,
+        freshForMs: Number.MAX_SAFE_INTEGER,
-        work: discovery.meta.sync.id ?
+        work: discovery.meta.sync.id
-            {
+          ? {
               id: discovery.meta.sync.id,
               state: discovery.meta.sync.state,
               errorCode: discovery.meta.sync.errorCode,
-            } :
+            }
-          null,
+          : null,
         dependencies,
       }),
     };
@@ -141,6 +146,25 @@ export class CatalogDiscoveryService {
     uid: string,
     observe = false,
   ) {
+    if (!observe) {
+      const token = await this.access.onlineToken(userId);
+      const instrument =
+        instrumentType === 'share'
+          ? await this.tbank.getShare(token, uid)
+          : await this.tbank.getBond(token, uid);
+      if (!instrument) throw new NotFoundException();
+      return {
+        data: { ...publicInstrument({ ...instrument, uid }), uid, slug: instrument.ticker?.toUpperCase() ?? uid },
+        meta: investmentResourceMeta({
+          resourceKey: `${instrumentType}/detail/${uid}`,
+          dataRevision: `online:${Date.now()}`,
+          availability: 'complete',
+          fetchedAt: new Date(),
+          freshForMs: tbankSourceTtlMs.portfolio,
+          work: null,
+        }),
+      };
+    }
     const sources = await this.enrichment.readMany(
       userId,
       instrumentType,
@@ -149,7 +173,7 @@ export class CatalogDiscoveryService {
       ['detail'],
     );
     const source = sources[0];
-    if (source.meta.availability === 'complete' && !source.instrument) {
+    if (source.meta.completeness === 'complete' && !source.instrument) {
       throw new NotFoundException();
     }
     const instrument = source.instrument;
@@ -177,28 +201,53 @@ export class CatalogDiscoveryService {
           .map((dependency) => dependency.dataRevision)
           .join('/'),
         availability: source.meta.availability,
-        fetchedAt: source.meta.lastSuccessfulAt ?
+        fetchedAt: source.meta.lastSuccessfulAt
-            new Date(source.meta.lastSuccessfulAt) :
+          ? new Date(source.meta.lastSuccessfulAt)
-          null,
+          : null,
-        freshForMs: tbankSourceTtlMs.metadata,
+        freshForMs: tbankSourceTtlMs.portfolio,
-        work: source.meta.sync.id ?
+        work: source.meta.sync.id
-            {
+          ? {
               id: source.meta.sync.id,
               state: source.meta.sync.state,
               errorCode: source.meta.sync.errorCode,
-            } :
+            }
-          null,
+          : null,
         dependencies,
       }),
     };
   }
 
+  // eslint-disable-next-line sonarjs/cognitive-complexity -- Online and observe paths intentionally preserve distinct error semantics.
   async byTicker(
     userId: string,
     instrumentType: 'bond' | 'share',
     ticker: string,
     observe = false,
   ) {
+    if (!observe) {
+      const query = ticker.trim().toUpperCase();
+      const token = await this.access.onlineToken(userId);
+      const found =
+        instrumentType === 'share'
+          ? await this.tbank.findShares(token, query)
+          : await this.tbank.findBonds(token, query);
+      const matches = selectCatalogInstruments(
+        found.filter((item) => item.ticker?.trim().toUpperCase() === query),
+        query,
+        instrumentType,
+      ).slice(FIRST_RESULT_OFFSET, tickerAmbiguityLimit);
+      if (!matches.length) throw new NotFoundException();
+      if (matches.length > UNAMBIGUOUS_MATCH_COUNT) {
+        throw new ConflictException({
+          code:
+            instrumentType === 'share'
+              ? InstrumentErrorCode.StockTickerAmbiguous
+              : InstrumentErrorCode.BondTickerAmbiguous,
+        });
+      }
+      const result = await this.detail(userId, instrumentType, matches[0].uid);
+      return { ...result, data: result.data ? { ...result.data, slug: query } : null };
+    }
     const lookup = await this.read(
       userId,
       { instrumentType, query: ticker, exactTicker: true },
@@ -208,41 +257,86 @@ export class CatalogDiscoveryService {
     if (lookup.data && lookup.data.length > UNAMBIGUOUS_MATCH_COUNT) {
       throw new ConflictException({
         code:
-          instrumentType === 'share' ?
+          instrumentType === 'share'
-            'STOCK_TICKER_AMBIGUOUS' :
+            ? InstrumentErrorCode.StockTickerAmbiguous
-            'BOND_TICKER_AMBIGUOUS',
+            : InstrumentErrorCode.BondTickerAmbiguous,
       });
     }
-    const result = lookup.data ?
+    const result = lookup.data
-        await this.detail(userId, instrumentType, lookup.data[0].uid, observe) :
+      ? await this.detail(userId, instrumentType, lookup.data[0].uid, observe)
-      null;
+      : null;
     const dependencies = [lookup.meta, ...(result ? [result.meta] : [])];
     return {
-      data: result?.data ?
+      data: result?.data
-          { ...result.data, slug: ticker.trim().toUpperCase() } :
+        ? { ...result.data, slug: ticker.trim().toUpperCase() }
-        null,
+        : null,
       meta: investmentResourceMeta({
         resourceKey: `${instrumentType}/ticker/${ticker.trim().toUpperCase()}`,
         dataRevision: dependencies
           .map((dependency) => dependency.dataRevision)
           .join('/'),
         availability: result?.meta.availability ?? 'missing',
-        fetchedAt: lookup.meta.lastSuccessfulAt ?
+        fetchedAt: lookup.meta.lastSuccessfulAt
-            new Date(lookup.meta.lastSuccessfulAt) :
+          ? new Date(lookup.meta.lastSuccessfulAt)
-          null,
+          : null,
-        freshForMs: tbankSourceTtlMs.metadata,
+        freshForMs: tbankSourceTtlMs.portfolio,
-        work: lookup.meta.sync.id ?
+        work: lookup.meta.sync.id
-            {
+          ? {
               id: lookup.meta.sync.id,
               state: lookup.meta.sync.state,
               errorCode: lookup.meta.sync.errorCode,
-            } :
+            }
-          null,
+          : null,
         dependencies,
       }),
     };
   }
 
+  private async onlineSearch(userId: string, input: CatalogQuery) {
+    const token = await this.access.onlineToken(userId);
+    const found =
+      input.instrumentType === 'share'
+        ? await this.tbank.findShares(token, input.query)
+        : await this.tbank.findBonds(token, input.query);
+    const instruments = selectCatalogInstruments(
+      input.exactTicker
+        ? found.filter((item) => item.ticker?.trim().toUpperCase() === input.query)
+        : found,
+      input.query,
+      input.instrumentType,
+    ).slice(FIRST_RESULT_OFFSET, input.exactTicker ? tickerAmbiguityLimit : catalogSearchLimit);
+    const details = await Promise.all(
+      instruments.map((item) =>
+        input.instrumentType === 'share'
+          ? this.tbank.getShare(token, item.uid)
+          : this.tbank.getBond(token, item.uid),
+      ),
+    );
+    const prices = instruments.length
+      ? await this.tbank.getLastPrices(token, instruments.map((item) => item.uid))
+      : [];
+    const fetchedAt = new Date();
+    const data = instruments.flatMap((item, index) => {
+      const detail = details.at(index);
+      return [{
+        ...item,
+        detail: detail ? publicInstrument({ ...detail, uid: item.uid }) : null,
+        price: prices.find((price) => price.instrumentUid === item.uid) ?? null,
+      }];
+    });
+    return {
+      data,
+      meta: investmentResourceMeta({
+        resourceKey: `search:${catalogScope(input)}`,
+        dataRevision: `online:${fetchedAt.toISOString()}`,
+        availability: 'complete',
+        fetchedAt,
+        freshForMs: tbankSourceTtlMs.portfolio,
+        work: null,
+      }),
+    };
+  }
+
   request(
     userId: string,
     revision: string,
@@ -253,10 +347,9 @@ export class CatalogDiscoveryService {
     const reserved = this.reservations.then(async () => {
       const saved = await this.repository.read(input);
       if (
-        !tbankSourceNeedsRefresh('catalog', saved.fetchedAt, new Date(), force)
+        !force &&
-      ) {
+        saved.dataRevision !== MISSING_DATA_REVISION
-        return null;
+      ) return null;
-      }
       const reservation = await this.repository.reserve(
         { userId, revision },
         input,
@@ -334,19 +427,19 @@ export class CatalogDiscoveryService {
           const token = await this.access.tokenForAttempt(attempt);
           if (token) {
             const found =
-              input.instrumentType === 'share' ?
+              input.instrumentType === 'share'
-                  await this.tbank.findShares(token, input.query) :
+                ? await this.tbank.findShares(token, input.query)
-                  await this.tbank.findBonds(token, input.query);
+                : await this.tbank.findBonds(token, input.query);
             success = await this.repository.publish(
               attempt,
               input,
               selectCatalogInstruments(
-                input.exactTicker ?
+                input.exactTicker
-                    found.filter(
+                  ? found.filter(
                       (item) =>
                         item.ticker?.trim().toUpperCase() === input.query,
-                    ) :
+                    )
-                  found,
+                  : found,
                 input.query,
                 input.instrumentType,
               ).slice(
@@ -357,11 +450,11 @@ export class CatalogDiscoveryService {
             );
           }
         } catch (error) {
-          if (error instanceof Error && error.message === 'INVALID_TBANK_TOKEN') {
+          if (error instanceof Error && isTbankErrorCode(error.message, TbankErrorCode.InvalidToken)) {
             await this.access.rejectMembershipToken(attempt);
           } else {
             this.logger.event('warn', 'catalog-discovery.failed', {
-              code: 'TBANK_UNAVAILABLE',
+              code: TbankErrorCode.Unavailable,
             });
           }
         }
@@ -395,10 +488,44 @@ export class CatalogDiscoveryService {
       this.producers.clear();
       this.queue.length = 0;
       this.logger.event('error', 'catalog-discovery.persistence-failed', {
-        code: 'TBANK_UNAVAILABLE',
+        code: TbankErrorCode.Unavailable,
       });
     } finally {
       this.running = false;
     }
   }
 }
+
+function publicInstrument(value: TbankBond | TbankShare) {
+  const bond = value as TbankBond;
+  const share = value as TbankShare;
+  return {
+    uid: value.uid,
+    figi: value.figi,
+    assetUid: value.assetUid,
+    name: value.name,
+    ticker: value.ticker,
+    isin: value.isin,
+    classCode: value.classCode,
+    realExchange: value.realExchange,
+    apiTradeAvailableFlag: value.apiTradeAvailableFlag,
+    currency: value.currency,
+    shareType: share.shareType,
+    sector: value.sector,
+    lot: value.lot,
+    brand: value.brand ? { logoName: value.brand.logoName } : undefined,
+    first_1dayCandleDate: value.first_1dayCandleDate,
+    nominal: bond.nominal,
+    initialNominal: bond.initialNominal,
+    aciValue: bond.aciValue,
+    maturityDate: bond.maturityDate,
+    callDate: bond.callDate,
+    couponQuantityPerYear: bond.couponQuantityPerYear,
+    floatingCouponFlag: bond.floatingCouponFlag,
+    perpetualFlag: bond.perpetualFlag,
+    amortizationFlag: bond.amortizationFlag,
+    subordinatedFlag: bond.subordinatedFlag,
+    bondType: bond.bondType,
+    riskLevel: bond.riskLevel,
+  };
+}

src/modules/investments/instruments/application/catalog-enrichment.service.ts

@@ -4,7 +4,6 @@ import { randomUUID } from 'node:crypto';
 import {
   decimalFromString,
   divide,
-  formatDecimal,
 } from '../../../../common/decimal';
 import { StructuredLogger } from '../../../../common/logging/structured-logger.service';
 import {
@@ -13,7 +12,7 @@ import {
 } from '../../../../common/time';
 import { type MoexBondEvent, MoexClient } from '../../../../integrations/moex/moex.api';
 import { NcrRatingsClient } from '../../../../integrations/ncr/ncr.api';
-import { decimal } from '../../../../integrations/tbank/decimal';
+import { isTbankErrorCode, TbankErrorCode } from '../../../../integrations/tbank/tbank-error-code';
 import {
   TbankAccessService,
   type TbankBond,
@@ -36,6 +35,7 @@ import {
   catalogScope,
   type CatalogSource,
 } from '../infrastructure/catalog-discovery.repository';
+import { toSavedCandle } from '../infrastructure/tbank-candle.mapper';
 import { catalogSearchLimit } from './catalog-selection';
 import { previousClose, timestamp } from './instrument-market';
 
@@ -58,7 +58,7 @@ export class CatalogEnrichmentService {
   private running = false;
   private readonly completions = new Map<
     string,
-    { done: Promise<void>; resolve: () => void; workId: string }
+    { attempt: TbankSyncAttempt; done: Promise<void>; resolve: () => void; workId: string }
   >();
 
   async ensureDetail(
@@ -124,9 +124,9 @@ export class CatalogEnrichmentService {
         range,
       );
     }
-    const work = inputs.length ?
+    const work = inputs.length
-        await this.repository.workMany(userId, revision, inputs) :
+      ? await this.repository.workMany(userId, revision, inputs)
-        [];
+      : [];
     const byScope = new Map(work.map((row) => [row.scopeKey, row]));
     return inputs.map((input) => {
       const row = rows.find(
@@ -136,16 +136,16 @@ export class CatalogEnrichmentService {
       const payload = row?.payload as CatalogPayload | undefined;
       return {
         input,
-        version: row ?
+        version: row
-            {
+          ? {
               instrumentUid: row.instrumentUid,
               source: row.source,
               kind: row.kind,
               rangeKey: row.rangeKey,
               dataRevision: row.dataRevision,
               fetchedAt: row.fetchedAt,
-            } :
+            }
-          null,
+          : null,
         payload,
         instrument: payload?.instrument ?? null,
         price: payload?.price ?? null,
@@ -154,7 +154,7 @@ export class CatalogEnrichmentService {
           dataRevision: String(row?.dataRevision ?? MISSING_DATA_REVISION),
           availability: row ? 'complete' : 'missing',
           fetchedAt: row?.fetchedAt ?? null,
-          freshForMs: tbankSourceTtlMs[sourcePolicy(input.kind)],
+          freshForMs: sourcePolicy(input.kind) === 'quote' ? tbankSourceTtlMs.quote : Number.MAX_SAFE_INTEGER,
           work: byScope.get(catalogScope(input)) ?? null,
         }),
       };
@@ -177,23 +177,19 @@ export class CatalogEnrichmentService {
   ) {
     const inputs = sourceInputs(instrumentType, uids, kinds, range);
     const reservation = this.reservations.then(async () => {
-      const rows = inputs.length ?
+      const rows = inputs.length
-          await this.repository.readSources(inputs) :
+        ? await this.repository.readSources(inputs)
-          [];
+        : [];
       const ids: string[] = [];
       for (const input of inputs) {
         const row = rows.find(
           (entry) =>
             entry.instrumentUid === input.uid && entry.kind === input.kind,
         );
-        if (
+        const policy = sourcePolicy(input.kind);
-          !tbankSourceNeedsRefresh(
+        const needsRefresh = force || !row?.fetchedAt ||
-            sourcePolicy(input.kind),
+          (policy === 'quote' && tbankSourceNeedsRefresh('quote', row.fetchedAt, new Date()));
-            row?.fetchedAt ?? null,
+        if (!needsRefresh) {
-            new Date(),
-            force,
-          )
-        ) {
           continue;
         }
         const reserved = await this.repository.reserve(
@@ -212,7 +208,7 @@ export class CatalogEnrichmentService {
         const done = new Promise<void>((finish) => {
           resolve = finish;
         });
-        this.completions.set(attemptId, { workId: id, done, resolve });
+        this.completions.set(attemptId, { attempt, done, resolve, workId: id });
         const key = producerKey(input);
         const producer = this.producers.get(key);
         if (producer) producer.observers.push({ attempt, input });
@@ -234,6 +230,7 @@ export class CatalogEnrichmentService {
     return reservation;
   }
 
+  // eslint-disable-next-line sonarjs/cognitive-complexity -- Section composition owns the source dependency policy.
   async section(
     userId: string,
     instrumentType: 'bond' | 'share',
@@ -241,19 +238,47 @@ export class CatalogEnrichmentService {
     section: 'company' | 'metrics' | 'quote',
     observe = false,
   ) {
+    if (section === 'company' && !observe) {
+      const token = await this.access.onlineToken(userId);
+      const instrument =
+        instrumentType === 'share'
+          ? await this.tbank.getShare(token, uid)
+          : await this.tbank.getBond(token, uid);
+      if (!instrument) throw new NotFoundException();
+      const [description, fundamentals] = instrument.assetUid
+        ? await Promise.all([
+            this.tbank.getAssetDescription(token, instrument.assetUid),
+            this.tbank.getFundamentals(token, instrument.assetUid),
+          ])
+        : [null, null];
+      const meta = investmentResourceMeta({
+        resourceKey: `${instrumentType}/company/${uid}`,
+        dataRevision: `online:${Date.now()}`,
+        availability: 'complete',
+        fetchedAt: new Date(),
+        freshForMs: Number.MAX_SAFE_INTEGER,
+        work: null,
+      });
+      return {
+        values: { instrument: publicInstrument({ ...instrument, uid }), description, fundamentals },
+        meta,
+        unavailable: [],
+        observedAt: meta.lastSuccessfulAt ?? new Date().toISOString(),
+      };
+    }
     const kinds: CatalogSource['kind'][] =
-      section === 'company' ?
+      section === 'company'
-          ['detail', 'description', 'fundamentals'] :
+        ? ['detail', 'description', 'fundamentals']
-          [
+        : [
-            ...(instrumentType === 'bond' ?
+            ...(instrumentType === 'bond'
-                ['bond-current' as const] :
+              ? ['bond-current' as const]
-                ['detail' as const]),
+              : ['detail' as const]),
             'last-price',
             'trading-status',
             'comparison',
-            ...(section === 'metrics' ?
+            ...(section === 'metrics'
-                ['coupons' as const, 'yield' as const, 'rating' as const] :
+              ? ['coupons' as const, 'yield' as const, 'rating' as const]
-                []),
+              : []),
           ];
     const sources = await this.readMany(
       userId,
@@ -263,7 +288,7 @@ export class CatalogEnrichmentService {
       kinds,
     );
     const first = sources[0];
-    if (first.meta.availability === 'complete' && !first.instrument) {
+    if (first.meta.completeness === 'complete' && !first.instrument) {
       throw new NotFoundException();
     }
     const values = sources.reduce<CatalogPayload>(
@@ -272,25 +297,22 @@ export class CatalogEnrichmentService {
     );
     const dependencies = sources.map((source) => source.meta);
     const complete = dependencies.every(
-      (dependency) => dependency.availability === 'complete',
+      (dependency) => dependency.completeness === 'complete',
     );
     const meta = investmentResourceMeta({
       resourceKey: `${instrumentType}/${section}/${uid}`,
       dataRevision: dependencies
         .map((dependency) => dependency.dataRevision)
         .join('/'),
-      availability: !first.instrument ?
+      availability: !first.instrument
-        'missing' :
+        ? 'missing'
-        complete ?
+        : complete
-          'complete' :
+          ? 'complete'
-          'partial',
+          : 'partial',
-      fetchedAt: first.meta.lastSuccessfulAt ?
+      fetchedAt: first.meta.lastSuccessfulAt
-          new Date(first.meta.lastSuccessfulAt) :
+        ? new Date(first.meta.lastSuccessfulAt)
-        null,
+        : null,
-      freshForMs:
+      freshForMs: section === 'company' ? Number.MAX_SAFE_INTEGER : tbankSourceTtlMs.quote,
-        section === 'company' ?
-          tbankSourceTtlMs.company :
-          tbankSourceTtlMs.quote,
       work: null,
       dependencies,
     });
@@ -300,7 +322,7 @@ export class CatalogEnrichmentService {
       unavailable: sources
         .filter(
           (source) =>
-            source.meta.availability !== 'complete' ||
+            source.meta.completeness !== 'complete' ||
             source.meta.sync.state === 'failed',
         )
         .map((source) => source.input.kind),
@@ -308,6 +330,7 @@ export class CatalogEnrichmentService {
     };
   }
 
+  // eslint-disable-next-line sonarjs/cognitive-complexity -- Source loading intentionally dispatches by persisted resource kind.
   private async load(
     input: CatalogSource,
     token: string,
@@ -315,15 +338,15 @@ export class CatalogEnrichmentService {
   ): Promise<CatalogPayload> {
     if (input.kind === 'detail' || input.kind === 'bond-current') {
       const instrument =
-        input.instrumentType === 'share' ?
+        input.instrumentType === 'share'
-            await this.tbank.getShare(token, input.uid) :
+          ? await this.tbank.getShare(token, input.uid)
-            await this.tbank.getBond(token, input.uid);
+          : await this.tbank.getBond(token, input.uid);
       if (instrument && instrument.uid !== input.uid) {
         throw new Error('Catalog UID mismatch');
       }
       // eslint-disable-next-line sonarjs/different-types-comparison -- Defensive validation rejects missing upstream payloads instead of caching them as absence.
       if (instrument === undefined) throw new Error('Missing catalog response');
-      return { instrument: instrument ? publicInstrument(instrument) : null };
+      return { instrument: instrument ? publicInstrument({ ...instrument, uid: input.uid }) : null };
     }
     if (input.kind === 'trading-status') {
       return {
@@ -352,17 +375,7 @@ export class CatalogEnrichmentService {
           gap.from,
           gap.to,
         );
-        const rows = response.map((candle) => {
+        const rows = response.map(toSavedCandle);
-          const time = timestamp(candle.time);
-          if (!time || !candle.close) {
-            throw new Error('Invalid candle response');
-          }
-          return {
-            time,
-            close: formatDecimal(decimal(candle.close)),
-            isComplete: candle.isComplete === true,
-          };
-        });
         if (!(await this.candles.stage(attempt, gap, rows, now))) {
           throw new Error('Cancelled candle comparison');
         }
@@ -400,9 +413,9 @@ export class CatalogEnrichmentService {
     }
     const details = await this.repository.readSources([
       { ...input, kind: 'detail', rangeKey: undefined },
-      ...(input.instrumentType === 'bond' ?
+      ...(input.instrumentType === 'bond'
-          [{ ...input, kind: 'bond-current' as const, rangeKey: undefined }] :
+        ? [{ ...input, kind: 'bond-current' as const, rangeKey: undefined }]
-          []),
+        : []),
     ]);
     const instrument = details
       .map((row) => (row.payload as CatalogPayload).instrument)
@@ -415,36 +428,36 @@ export class CatalogEnrichmentService {
     }
     if (input.kind === 'description') {
       return {
-        description: instrument?.assetUid ?
+        description: instrument?.assetUid
-            await this.tbank.getAssetDescription(token, instrument?.assetUid) :
+          ? await this.tbank.getAssetDescription(token, instrument?.assetUid)
-          null,
+          : null,
       };
     }
     if (input.kind === 'fundamentals') {
       return {
-        fundamentals: instrument?.assetUid ?
+        fundamentals: instrument?.assetUid
-            await this.tbank.getFundamentals(token, instrument?.assetUid) :
+          ? await this.tbank.getFundamentals(token, instrument?.assetUid)
-          null,
+          : null,
       };
     }
     if (input.kind === 'coupons' || input.kind === 'dividends') {
       const year = Number(input.rangeKey);
-      const [from, to] = input.rangeKey?.startsWith('[') ?
+      const [from, to] = input.rangeKey?.startsWith('[')
-          (JSON.parse(input.rangeKey) as [string, string]) :
+        ? (JSON.parse(input.rangeKey) as [string, string])
-          [
+        : [
             `${year - payoutHistoryYears}-01-01`,
             `${year + payoutFutureYears}-01-01`,
           ];
-      return input.kind === 'coupons' ?
+      return input.kind === 'coupons'
-          {
+        ? {
             coupons: await this.tbank.getBondCoupons(
               token,
               input.uid,
               from,
               to,
             ),
-          } :
+          }
-          {
+        : {
             dividends: await this.tbank.getDividends(
               token,
               input.uid,
@@ -461,25 +474,26 @@ export class CatalogEnrichmentService {
     if (input.kind === 'yield') {
       return {
         effectiveYield:
-          instrument?.ticker && instrument.isin && instrument.classCode ?
+          instrument?.ticker && instrument.isin && instrument.classCode
-              await this.moex.bondYield(
+            ? await this.moex.bondYield(
                 instrument.ticker,
                 instrument.isin,
                 instrument.classCode,
-              ) :
+              )
-            null,
+            : null,
       };
     }
     if (input.kind === 'rating') {
       return {
-        creditRating: instrument?.isin ?
+        creditRating: instrument?.isin
-            await this.ratings.rating(instrument.isin) :
+          ? await this.ratings.rating(instrument.isin)
-          null,
+          : null,
       };
     }
     throw new Error('Unsupported catalog source');
   }
 
+  // eslint-disable-next-line sonarjs/cognitive-complexity -- Queue draining coordinates publication fences and observer completion.
   private async drain() {
     try {
       while (this.queue.length) {
@@ -520,11 +534,11 @@ export class CatalogEnrichmentService {
           }
         } catch (error) {
           failed = true;
-          if (error instanceof Error && error.message === 'INVALID_TBANK_TOKEN') {
+          if (error instanceof Error && isTbankErrorCode(error.message, TbankErrorCode.InvalidToken)) {
             await this.access.rejectMembershipToken(producer.attempt);
           } else {
             this.logger.event('warn', 'catalog-enrichment.failed', {
-              code: 'TBANK_UNAVAILABLE',
+              code: TbankErrorCode.Unavailable,
             });
           }
         }
@@ -533,17 +547,17 @@ export class CatalogEnrichmentService {
             prices?.find((entry) => entry.instrumentUid === item.input.uid) ??
             null;
           const value =
-            item.input.kind === 'last-price' ?
+            item.input.kind === 'last-price'
-                {
+              ? {
-                  price: price ?
+                  price: price
-                      {
+                    ? {
                         instrumentUid: item.input.uid,
                         price: price.price,
                         time: price.time,
-                      } :
+                      }
-                    null,
+                    : null,
-                } :
+                }
-              payload;
+              : payload;
           // Keep accepting observers while publication awaits SQLite.
           item.observers.unshift({ attempt: item.attempt, input: item.input });
           for (const observer of item.observers) {
@@ -566,13 +580,21 @@ export class CatalogEnrichmentService {
         }
       }
     } catch {
+      // Persistence failed mid-batch: finish every still-open observer
+      // attempt durably so no source row is left running. Best effort — a
+      // row that stays open is re-reserved by the next reader.
+      for (const completion of this.completions.values()) {
+        await this.repository
+          .finish(completion.attempt, false)
+          .catch(() => undefined);
+      }
       for (const completion of this.completions.values()) completion.resolve();
       this.completions.clear();
       this.active.clear();
       this.producers.clear();
       this.queue.length = 0;
       this.logger.event('error', 'catalog-enrichment.persistence-failed', {
-        code: 'TBANK_UNAVAILABLE',
+        code: TbankErrorCode.Unavailable,
       });
     } finally {
       this.running = false;
@@ -596,53 +618,20 @@ function sourceInputs(
       uid,
       kind,
       // eslint-disable-next-line security/detect-object-injection -- Numeric queue indexes and validated instrument UIDs select internal data only.
-      ...(kind === 'bond-events' && (range?.tickers?.[uid] || range?.ticker) ?
+      ...(kind === 'bond-events' && (range?.tickers?.[uid] || range?.ticker)
       // eslint-disable-next-line security/detect-object-injection -- Numeric queue indexes and validated instrument UIDs select internal data only.
-          { ticker: range?.tickers?.[uid] || range?.ticker } :
+        ? { ticker: range?.tickers?.[uid] || range?.ticker }
-          {}),
+        : {}),
-      ...(['coupons', 'dividends'].includes(kind) ?
+      ...(['coupons', 'dividends'].includes(kind)
-          {
+        ? {
-            rangeKey: range ?
+            rangeKey: range
-                JSON.stringify([range.from, range.to]) :
+              ? JSON.stringify([range.from, range.to])
-                String(new Date().getUTCFullYear()),
+              : String(new Date().getUTCFullYear()),
-          } :
+          }
-          {}),
+        : {}),
     })),
   );
 }
-function publicInstrument(value: TbankBond | TbankShare) {
-  const bond = value as TbankBond;
-  return {
-    uid: value.uid,
-    figi: value.figi,
-    assetUid: value.assetUid,
-    name: value.name,
-    ticker: value.ticker,
-    isin: value.isin,
-    classCode: value.classCode,
-    realExchange: value.realExchange,
-    apiTradeAvailableFlag: value.apiTradeAvailableFlag,
-    currency: value.currency,
-    shareType: (value as TbankShare).shareType,
-    sector: value.sector,
-    lot: value.lot,
-    brand: value.brand ? { logoName: value.brand.logoName } : undefined,
-    first_1dayCandleDate: value.first_1dayCandleDate,
-    nominal: bond.nominal,
-    initialNominal: bond.initialNominal,
-    aciValue: bond.aciValue,
-    maturityDate: bond.maturityDate,
-    callDate: bond.callDate,
-    couponQuantityPerYear: bond.couponQuantityPerYear,
-    floatingCouponFlag: bond.floatingCouponFlag,
-    perpetualFlag: bond.perpetualFlag,
-    amortizationFlag: bond.amortizationFlag,
-    subordinatedFlag: bond.subordinatedFlag,
-    bondType: bond.bondType,
-    riskLevel: bond.riskLevel,
-  };
-}
-
 const previousCloseLookbackDays = 20;
 const previousCloseLookbackMs =
   previousCloseLookbackDays * MILLISECONDS_PER_DAY;
@@ -661,6 +650,40 @@ export type CatalogPayload = {
   price?: null | TbankLastPrice;
   tradingStatus?: null | string;
 };
+
+function publicInstrument(value: TbankBond | TbankShare) {
+  const bond = value as TbankBond;
+  const share = value as TbankShare;
+  return {
+    uid: value.uid,
+    figi: value.figi,
+    assetUid: value.assetUid,
+    name: value.name,
+    ticker: value.ticker,
+    isin: value.isin,
+    classCode: value.classCode,
+    realExchange: value.realExchange,
+    apiTradeAvailableFlag: value.apiTradeAvailableFlag,
+    currency: value.currency,
+    shareType: share.shareType,
+    sector: value.sector,
+    lot: value.lot,
+    brand: value.brand ? { logoName: value.brand.logoName } : undefined,
+    first_1dayCandleDate: value.first_1dayCandleDate,
+    nominal: bond.nominal,
+    initialNominal: bond.initialNominal,
+    aciValue: bond.aciValue,
+    maturityDate: bond.maturityDate,
+    callDate: bond.callDate,
+    couponQuantityPerYear: bond.couponQuantityPerYear,
+    floatingCouponFlag: bond.floatingCouponFlag,
+    perpetualFlag: bond.perpetualFlag,
+    amortizationFlag: bond.amortizationFlag,
+    subordinatedFlag: bond.subordinatedFlag,
+    bondType: bond.bondType,
+    riskLevel: bond.riskLevel,
+  };
+}
 function sourcePolicy(kind: CatalogSource['kind']) {
   if (
     [
@@ -673,15 +696,13 @@ function sourcePolicy(kind: CatalogSource['kind']) {
   ) {
     return 'quote';
   }
-  if (kind === 'description' || kind === 'fundamentals') return 'company';
+  return 'stable';
-  if (['bond-events', 'coupons', 'dividends'].includes(kind)) return 'calendar';
-  return 'metadata';
 }
 function producerKey(input: CatalogSource) {
   return input.instrumentType === 'bond' &&
-    (input.kind === 'detail' || input.kind === 'bond-current') ?
+    (input.kind === 'detail' || input.kind === 'bond-current')
-    `bond-metadata:${input.uid}` :
+    ? `bond-metadata:${input.uid}`
-      catalogScope(input);
+    : catalogScope(input);
 }
 
 const quotationScale = 9;

src/modules/investments/instruments/application/catalog-selection.ts

@@ -1,5 +1,7 @@
 import type { TbankShare } from '../../../../integrations/tbank/tbank.api';
 
+import { TbankInstrumentType } from '../../../../integrations/tbank/tbank-protocol';
+
 export const catalogSearchLimit = 30;
 
 export function selectCatalogInstruments<T extends TbankShare>(
@@ -9,9 +11,9 @@ export function selectCatalogInstruments<T extends TbankShare>(
 ): (T & { uid: string })[] {
   const seen = new Set<string>();
   const kind =
-    instrumentType === 'share' ?
+    instrumentType === 'share'
-      'INSTRUMENT_TYPE_SHARE' :
+      ? TbankInstrumentType.Share
-      'INSTRUMENT_TYPE_BOND';
+      : TbankInstrumentType.Bond;
   const preferredClass = instrumentType === 'share' ? 'TQBR' : 'TQOB';
   return found
     .filter(
@@ -29,9 +31,9 @@ export function selectCatalogInstruments<T extends TbankShare>(
         a.uid.localeCompare(b.uid),
     )
     .filter((instrument) => {
-      const key = instrument.isin?.trim() ?
+      const key = instrument.isin?.trim()
-        `isin:${instrument.isin.trim().toUpperCase()}` :
+        ? `isin:${instrument.isin.trim().toUpperCase()}`
-        `uid:${instrument.uid}`;
+        : `uid:${instrument.uid}`;
       if (seen.has(key)) return false;
       seen.add(key);
       return true;

src/modules/investments/instruments/application/instrument-market.ts

@@ -10,9 +10,9 @@ const MIN_TIMESTAMP_SECONDS_EXCLUSIVE = 0;
 const MOSCOW_OFFSET_MS = 10_800_000;
 export function timestamp(value?: TbankTimestamp): null | string {
   const seconds = Number(value?.seconds);
-  return Number.isFinite(seconds) && seconds > MIN_TIMESTAMP_SECONDS_EXCLUSIVE ?
+  return Number.isFinite(seconds) && seconds > MIN_TIMESTAMP_SECONDS_EXCLUSIVE
-      new Date(seconds * MILLISECONDS_PER_SECOND).toISOString() :
+    ? new Date(seconds * MILLISECONDS_PER_SECOND).toISOString()
-    null;
+    : null;
 }
 export function moscowDay(iso: string): string {
   return new Date(Date.parse(iso) + MOSCOW_OFFSET_MS)

src/modules/investments/instruments/application/instrument-position.ts

@@ -43,8 +43,8 @@ export function instrumentPosition(
     currentValue,
     absoluteReturn,
     averagePurchasePrice:
-      positive && totalCost ?
+      positive && totalCost
-          {
+        ? {
             currency: totalCost.currency,
             value: formatDecimal(
               divide(
@@ -53,15 +53,15 @@ export function instrumentPosition(
                 PRICE_DECIMAL_PLACES,
               ),
             ),
-          } :
+          }
-        null,
+        : null,
     returnPercent: positive ? percent(absoluteReturn, totalCost) : null,
     accounts: positions.map((p) => ({
       ...p,
       returnPercent:
-        decimalFromString(p.quantity).value > ZERO_QUANTITY ?
+        decimalFromString(p.quantity).value > ZERO_QUANTITY
-            percent(p.absoluteReturn, cost(p)) :
+          ? percent(p.absoluteReturn, cost(p))
-          null,
+          : null,
     })),
     isStale: portfolio.isStale,
     observedAt: portfolio.lastSuccessfulAt,
@@ -69,8 +69,8 @@ export function instrumentPosition(
 }
 function cost(position: PortfolioPositionDto): MoneyDto | null {
   const price = position.averagePurchasePrice;
-  return price ?
+  return price
-      {
+    ? {
         currency: price.currency,
         value: formatDecimal(
           multiply(
@@ -78,8 +78,8 @@ function cost(position: PortfolioPositionDto): MoneyDto | null {
             decimalFromString(position.quantity),
           ),
         ),
-      } :
+      }
-    null;
+    : null;
 }
 function sumComplete(values: (MoneyDto | null)[]): MoneyDto | null {
   const currency = values[0]?.currency;

src/modules/investments/instruments/bonds/application/bond-catalog.service.ts

@@ -37,18 +37,18 @@ export class BondCatalogService {
       data:
         result.data?.map((item) => {
           const short = toBond(item);
-          const detail = item.detail ?
+          const detail = item.detail
-              toBond({ ...item.detail, uid: item.uid }) :
+            ? toBond({ ...item.detail, uid: item.uid })
-            short;
+            : short;
           const last = item.price;
           return {
             ...detail,
             classCode: detail.classCode ?? short.classCode,
             isin: detail.isin ?? short.isin,
             apiTradeAvailable: short.apiTradeAvailable,
-            pricePercent: last?.price ?
+            pricePercent: last?.price
-                formatDecimal(decimal(last.price)) :
+              ? formatDecimal(decimal(last.price))
-              null,
+              : null,
             priceAt: timestamp(last?.time),
           };
         }) ?? null,
@@ -63,9 +63,9 @@ export class BondCatalogService {
     const result = await this.discovery.detail(userId, 'bond', uid, observe);
     return {
       ...result,
-      data: result.data ?
+      data: result.data
-          { ...toBond(result.data), slug: result.data.slug } :
+        ? { ...toBond(result.data), slug: result.data.slug }
-        null,
+        : null,
     };
   }
 
@@ -82,9 +82,9 @@ export class BondCatalogService {
     );
     return {
       ...result,
-      data: result.data ?
+      data: result.data
-          { ...toBond(result.data), slug: result.data.slug } :
+        ? { ...toBond(result.data), slug: result.data.slug }
-        null,
+        : null,
     };
   }
 }

src/modules/investments/instruments/bonds/application/bond-income.service.ts

@@ -7,10 +7,12 @@ import {
   multiply,
 } from '../../../../../common/decimal';
 import { ISO_DATE_LENGTH, ISO_DATE_START } from '../../../../../common/time';
+import { isTbankProtocolValue, TbankCouponType } from '../../../../../integrations/tbank/tbank-protocol';
 import {
   TbankAccessService,
   type TbankBond,
   type TbankCoupon,
+  tbankSourceNeedsRefresh,
 } from '../../../../../integrations/tbank/tbank.api';
 import {
   ForecastService,
@@ -62,15 +64,15 @@ export class BondIncomeService {
       observe,
     );
     return {
-      data: result.values.instrument ?
+      data: result.values.instrument
-          bondMetrics(result.values, result.unavailable, result.observedAt) :
+        ? bondMetrics(result.values, result.unavailable, result.observedAt)
-        null,
+        : null,
       meta: result.meta,
     };
   }
 
-  async readPosition(userId: string, uid: string, observe = false) {
+  async readPosition(userId: string, uid: string) {
-    const saved = await this.portfolios.read(userId, 'all', observe);
+    const saved = await this.portfolios.read(userId, 'all');
     return {
       data: saved.data ? instrumentPosition(saved.data, uid, 'BOND') : null,
       meta: { ...saved.meta, resourceKey: `bond/position/${uid}` },
@@ -86,7 +88,7 @@ export class BondIncomeService {
     const today = moscowDay(new Date().toISOString());
     const from = `${Number(today.slice(ISO_DATE_START, ISO_YEAR_LENGTH)) - INCOME_HISTORY_YEARS}${today.slice(ISO_YEAR_LENGTH)}`;
     const to = `${Number(today.slice(ISO_DATE_START, ISO_YEAR_LENGTH)) + INCOME_FORECAST_YEARS}${today.slice(ISO_YEAR_LENGTH)}`;
-    const portfolio = await this.portfolios.read(userId, 'all', observe);
+    const portfolio = await this.portfolios.read(userId, 'all');
     const sources = await this.sources.readMany(
       userId,
       'bond',
@@ -95,22 +97,22 @@ export class BondIncomeService {
       ['detail', 'coupons'],
       { from, to },
     );
-    if (sources[0].meta.availability === 'complete' && !sources[0].instrument) {
+    if (sources[0].meta.completeness === 'complete' && !sources[0].instrument) {
       throw new NotFoundException();
     }
     const events = sources[1].payload?.coupons;
-    const position = portfolio.data ?
+    const position = portfolio.data
-        instrumentPosition(portfolio.data, uid, 'BOND') :
+      ? instrumentPosition(portfolio.data, uid, 'BOND')
-      null;
+      : null;
-    const projected = events ?
+    const projected = events
-        bondCoupons(
+      ? bondCoupons(
           events,
           position,
           { from, to, today },
           sources[1].meta.lastSuccessfulAt ?? new Date().toISOString(),
           !portfolio.data,
-        ) :
+        )
-      undefined;
+      : undefined;
     const result = await this.forecasts.result({
       userId,
       revision: connection.revision,
@@ -121,9 +123,13 @@ export class BondIncomeService {
       candidate:
         portfolio.data && sources[0].instrument ? projected : undefined,
     });
-    return result.data || !projected ?
+    if (result.data?.positionAt) {
-      result :
+      result.data.positionIsStale = tbankSourceNeedsRefresh('portfolio', new Date(result.data.positionAt), new Date(Date.now()));
-        {
+      if (result.data.positionIsStale && result.meta.freshness !== 'unknown') result.meta.freshness = 'stale';
+    }
+    return result.data || !projected
+      ? result
+      : {
           data: bondCoupons(
             events ?? [],
             null,
@@ -131,7 +137,7 @@ export class BondIncomeService {
             projected.observedAt,
             true,
           ),
-          meta: { ...result.meta, availability: 'partial' },
+          meta: { ...result.meta, completeness: 'incomplete' },
         };
   }
 }
@@ -146,19 +152,19 @@ export function bondCoupons(
   const { from, to, today } = window;
   const quantity =
     position?.accounts.length &&
-    position.accounts.every((p) => decimalFromString(p.quantity).value > ZERO_QUANTITY) ?
+    position.accounts.every((p) => decimalFromString(p.quantity).value > ZERO_QUANTITY)
-        decimalFromString(position.quantity) :
+      ? decimalFromString(position.quantity)
-      null;
+      : null;
   const coupons = events
     .map((event) => {
       const paymentDate = timestamp(event.couponDate)?.slice(ISO_DATE_START, ISO_DATE_LENGTH) ?? null;
       const recordDate = timestamp(event.fixDate)?.slice(ISO_DATE_START, ISO_DATE_LENGTH) ?? null;
       const perBond = money(event.payOneBond);
-      const timing = !paymentDate ?
+      const timing = !paymentDate
-          ('undated' as const) :
+        ? ('undated' as const)
-        paymentDate >= today ?
+        : paymentDate >= today
-            ('upcoming' as const) :
+          ? ('upcoming' as const)
-            ('past' as const);
+          : ('past' as const);
       return {
         number: event.couponNumber ?? null,
         paymentDate,
@@ -172,14 +178,14 @@ export function bondCoupons(
           perBond &&
           timing === 'upcoming' &&
           recordDate &&
-          recordDate >= today ?
+          recordDate >= today
-              {
+            ? {
                 currency: perBond.currency,
                 value: formatDecimal(
                   multiply(quantity, decimalFromString(perBond.value)),
                 ),
-              } :
+              }
-            null,
+            : null,
       };
     })
     .sort((a, b) => (a.paymentDate ?? '').localeCompare(b.paymentDate ?? ''));
@@ -225,8 +231,8 @@ export function bondMetrics(
     clean &&
     coupon.currency === clean.currency &&
     decimalFromString(coupon.value).value >= ZERO_AMOUNT &&
-    decimalFromString(clean.value).value > ZERO_AMOUNT ?
+    decimalFromString(clean.value).value > ZERO_AMOUNT
-        formatDecimal(
+      ? formatDecimal(
           divide(
             multiply(
               decimalFromString(coupon.value),
@@ -238,14 +244,14 @@ export function bondMetrics(
             ),
             COUPON_YIELD_DECIMAL_PLACES,
           ),
-        ) :
+        )
-      null;
+      : null;
   const couponType =
-    next?.couponType && next.couponType !== 'COUPON_TYPE_UNSPECIFIED' ?
+    next?.couponType && !isTbankProtocolValue(next.couponType, TbankCouponType.Unspecified)
-      next.couponType :
+      ? next.couponType
-      instrument.floatingCouponFlag === true ?
+      : instrument.floatingCouponFlag === true
-        'COUPON_TYPE_FLOATING' :
+        ? TbankCouponType.Floating
-        null;
+        : null;
   return {
     creditRating,
     coupon,

src/modules/investments/instruments/bonds/application/bond-market.service.ts

@@ -48,9 +48,9 @@ export class BondMarketService {
       observe,
     );
     return {
-      data: result.values.instrument ?
+      data: result.values.instrument
-          bondQuote(result.values, result.unavailable, result.observedAt) :
+        ? bondQuote(result.values, result.unavailable, result.observedAt)
-        null,
+        : null,
       meta: result.meta,
     };
   }
@@ -83,8 +83,8 @@ export function bondQuote(
   const cleanPrice =
     pricePercent !== null &&
     nominal &&
-    decimalFromString(nominal.value).value > ZERO_AMOUNT ?
+    decimalFromString(nominal.value).value > ZERO_AMOUNT
-        {
+      ? {
           currency: nominal.currency,
           value: formatDecimal(
             divide(
@@ -96,11 +96,11 @@ export function bondQuote(
               PRICE_DECIMAL_PLACES,
             ),
           ),
-        } :
+        }
-      null;
+      : null;
   const dirtyPrice =
-    cleanPrice && aci && aci.currency === cleanPrice.currency ?
+    cleanPrice && aci && aci.currency === cleanPrice.currency
-        {
+      ? {
           currency: cleanPrice.currency,
           value: formatDecimal(
             add(
@@ -108,8 +108,8 @@ export function bondQuote(
               decimalFromString(aci.value),
             ),
           ),
-        } :
+        }
-      null;
+      : null;
   return {
     pricePercent,
     cleanPrice,
@@ -118,9 +118,9 @@ export function bondQuote(
     priceAt,
     tradingStatus,
     changePercentagePoints:
-      last?.price && previous?.close ?
+      last?.price && previous?.close
-          formatDecimal(subtract(decimal(last.price), decimal(previous.close))) :
+        ? formatDecimal(subtract(decimal(last.price), decimal(previous.close)))
-        null,
+        : null,
     previousCloseDate: timestamp(previous?.time)?.slice(ISO_DATE_START, ISO_DATE_LENGTH) ?? null,
     unavailable,
     observedAt,

src/modules/investments/instruments/bonds/application/bond.spec.ts

@@ -123,9 +123,9 @@ describe('bond financial projections', () => {
             {
               couponDate: time('2026-10-10'),
               payOneBond:
-                scenario === 'unknown' ?
+                scenario === 'unknown'
-                  undefined :
+                  ? undefined
-                    money('30', scenario === 'currency' ? 'usd' : 'rub'),
+                  : money('30', scenario === 'currency' ? 'usd' : 'rub'),
               couponPeriod: scenario === 'period' ? 0 : 90,
             },
           ],

src/modules/investments/instruments/bonds/infrastructure/bond-money.mapper.ts

@@ -4,7 +4,7 @@ import { type TbankMoney } from '../../../../../integrations/tbank/tbank.api';
 
 export function money(value?: TbankMoney) {
   const currency = value?.currency?.toUpperCase();
-  return value && currency ?
+  return value && currency
-      { currency, value: formatDecimal(decimal(value)) } :
+    ? { currency, value: formatDecimal(decimal(value)) }
-    null;
+    : null;
 }

src/modules/investments/instruments/bonds/presentation/bond.controller.ts

@@ -119,13 +119,8 @@ export class BondController {
   position(
     @Req() request: Request & { user: AccessPayload },
     @Param('uid', new ParseUUIDPipe()) uid: string,
-    @Query() query: InvestmentReadQueryDto,
   ) {
-    return this.income.readPosition(
+    return this.income.readPosition(request.user.sub, uid);
-      request.user.sub,
-      uid,
-      query.sync === 'observe',
-    );
   }
 
   @Get(':uid/coupons')

src/modules/investments/instruments/domain/candle-coverage.ts

@@ -38,9 +38,9 @@ export function candleGaps(
     gaps = gaps.flatMap((gap) => {
       if (covered.to <= gap.from || covered.from >= gap.to) return [gap];
       return [
-        ...(covered.from > gap.from ?
+        ...(covered.from > gap.from
-            [{ from: gap.from, to: covered.from }] :
+          ? [{ from: gap.from, to: covered.from }]
-            []),
+          : []),
         ...(covered.to < gap.to ? [{ from: covered.to, to: gap.to }] : []),
       ];
     });

src/modules/investments/instruments/domain/instrument-error-code.ts

@@ -0,0 +1,6 @@
+export enum InstrumentErrorCode {
+  BondHistoryStartUnavailable = 'BOND_HISTORY_START_UNAVAILABLE',
+  BondTickerAmbiguous = 'BOND_TICKER_AMBIGUOUS',
+  StockHistoryStartUnavailable = 'STOCK_HISTORY_START_UNAVAILABLE',
+  StockTickerAmbiguous = 'STOCK_TICKER_AMBIGUOUS',
+}

src/modules/investments/instruments/infrastructure/candle.repository.ts

@@ -53,12 +53,6 @@ export class CandleRepository {
     });
   }
 
-  coverage(uids: string[]) {
-    return this.prisma.tbankCandleCoverage.findMany({
-      where: { provider, instrumentUid: { in: uids }, interval },
-    });
-  }
-
   reserve(
     owner: { revision: string; userId: string },
     scopeKey: string,
@@ -100,14 +94,14 @@ export class CandleRepository {
             priority: nextPriority,
             intent: {
               ...previousIntent,
-              ...(intent.force ?
+              ...(intent.force
-                  {
+                ? {
                     force: true,
-                    ...(intent.now && intent.now > previousNow ?
+                    ...(intent.now && intent.now > previousNow
-                        { now: intent.now } :
+                      ? { now: intent.now }
-                        {}),
+                      : {}),
-                  } :
+                  }
-                  {}),
+                : {}),
             },
           },
         });
@@ -263,12 +257,12 @@ export class CandleRepository {
         // Preserve coverage outside the requested reconciliation boundaries.
         for (const previous of old) {
           for (const part of [
-            ...(previous.from < range.from ?
+            ...(previous.from < range.from
-                [{ from: previous.from, to: range.from }] :
+              ? [{ from: previous.from, to: range.from }]
-                []),
+              : []),
-            ...(previous.to > range.to ?
+            ...(previous.to > range.to
-                [{ from: range.to, to: previous.to }] :
+              ? [{ from: range.to, to: previous.to }]
-                []),
+              : []),
           ]) {
             await tx.tbankCandleCoverage.create({
               data: { ...previous, ...part },

src/modules/investments/instruments/infrastructure/catalog-discovery.repository.ts

@@ -3,12 +3,9 @@ import { randomUUID } from 'node:crypto';
 import { isDeepStrictEqual } from 'node:util';
 
 import type { Prisma } from '../../../../../generated/prisma/client';
-import type {
+import type { TbankBond, TbankShare, TbankSyncAttempt } from '../../../../integrations/tbank/tbank.api';
-  TbankBond,
-  TbankShare,
-  TbankSyncAttempt,
-} from '../../../../integrations/tbank/tbank.api';
 
+import { TbankErrorCode } from '../../../../integrations/tbank/tbank-error-code';
 import { PrismaService } from '../../../../prisma/prisma.service';
 
 const UNCHANGED_REVISION_INCREMENT = 0;
@@ -66,8 +63,8 @@ export class CatalogDiscoveryRepository {
 
   read(input: CatalogQuery) {
     return this.prisma.$transaction(async (tx) => {
-      const alias = input.exactTicker ?
+      const alias = input.exactTicker
-          await tx.tbankInstrumentLookup.findUnique({
+        ? await tx.tbankInstrumentLookup.findUnique({
             where: {
               provider_identifierType_identifier: {
                 provider,
@@ -75,17 +72,17 @@ export class CatalogDiscoveryRepository {
                 identifier: input.query,
               },
             },
-          }) :
+          })
-        null;
+        : null;
-      const discovery = input.exactTicker ?
+      const discovery = input.exactTicker
-        alias ?
+        ? alias
-            {
+          ? {
               instrumentUids: alias.matchedUids,
               fetchedAt: alias.fetchedAt,
               dataRevision: alias.dataRevision,
-            } :
+            }
-          null :
+          : null
-          await tx.tbankCatalogDiscovery.findUnique({
+        : await tx.tbankCatalogDiscovery.findUnique({
             where: {
               provider_instrumentType_query: {
                 provider,
@@ -126,17 +123,29 @@ export class CatalogDiscoveryRepository {
   }
 
   readSources(inputs: CatalogSource[]) {
+    // Share identity predicates across UIDs instead of preparing one OR per row.
+    const groups = new Map<string, CatalogSource[]>();
+    for (const input of inputs) {
+      const key = JSON.stringify([
+        input.kind,
+        sourceProvider(input),
+        input.kind === 'detail' ? input.instrumentType : (input.rangeKey ?? ''),
+      ]);
+      const group = groups.get(key);
+      if (group) group.push(input);
+      else groups.set(key, [input]);
+    }
     return this.prisma.tbankInstrumentSource.findMany({
       where: {
         provider,
-        OR: inputs.map((input) => ({
+        OR: [...groups.values()].map(([input, ...rest]) => ({
-          instrumentUid: input.uid,
+          instrumentUid: { in: [input, ...rest].map((entry) => entry.uid) },
           kind: input.kind,
           source: sourceProvider(input),
           rangeKey:
-            input.kind === 'detail' ?
+            input.kind === 'detail'
-              input.instrumentType :
+              ? input.instrumentType
-                (input.rangeKey ?? ''),
+              : (input.rangeKey ?? ''),
         })),
       },
     });
@@ -232,9 +241,9 @@ export class CatalogDiscoveryRepository {
                 increment: isDeepStrictEqual(
                   previousAlias?.matchedUids,
                   matchedUids,
-                ) ?
+                )
-                  UNCHANGED_REVISION_INCREMENT :
+                  ? UNCHANGED_REVISION_INCREMENT
-                  REVISION_INCREMENT,
+                  : REVISION_INCREMENT,
               },
             },
           });
@@ -246,9 +255,9 @@ export class CatalogDiscoveryRepository {
         source: sourceProvider(input),
         kind: input.kind,
         rangeKey:
-          input.kind === 'detail' ?
+          input.kind === 'detail'
-            input.instrumentType :
+            ? input.instrumentType
-              (input.rangeKey ?? ''),
+            : (input.rangeKey ?? ''),
       };
       const previous = await tx.tbankInstrumentSource.findUnique({
         where: { provider_instrumentUid_source_kind_rangeKey: key },
@@ -359,9 +368,9 @@ export class CatalogDiscoveryRepository {
             instrumentKind: instrument.instrumentKind,
             apiTradeAvailableFlag: instrument.apiTradeAvailableFlag,
             currency: instrument.currency,
-            brand: instrument.brand ?
+            brand: instrument.brand
-                { logoName: instrument.brand.logoName } :
+              ? { logoName: instrument.brand.logoName }
-              undefined,
+              : undefined,
           }),
         ) as Prisma.InputJsonObject;
         await tx.tbankInstrument.upsert({
@@ -418,9 +427,9 @@ export class CatalogDiscoveryRepository {
               increment: isDeepStrictEqual(
                 previous?.matchedUids,
                 instrumentUids,
-              ) ?
+              )
-                UNCHANGED_REVISION_INCREMENT :
+                ? UNCHANGED_REVISION_INCREMENT
-                REVISION_INCREMENT,
+                : REVISION_INCREMENT,
             },
           },
         });
@@ -444,9 +453,9 @@ export class CatalogDiscoveryRepository {
             increment: isDeepStrictEqual(
               previous?.instrumentUids,
               instrumentUids,
-            ) ?
+            )
-              UNCHANGED_REVISION_INCREMENT :
+              ? UNCHANGED_REVISION_INCREMENT
-              REVISION_INCREMENT,
+              : REVISION_INCREMENT,
           },
         },
       });
@@ -462,7 +471,7 @@ export class CatalogDiscoveryRepository {
           state: 'running',
           connection: { invalidToken: true },
         },
-        data: { state: 'failed', errorCode: 'INVALID_TBANK_TOKEN' },
+        data: { state: 'failed', errorCode: TbankErrorCode.InvalidToken },
       });
       await tx.tbankSyncWork.updateMany({
         where: {
@@ -472,7 +481,7 @@ export class CatalogDiscoveryRepository {
         },
         data: {
           state: success ? 'complete' : 'failed',
-          errorCode: success ? null : 'TBANK_UNAVAILABLE',
+          errorCode: success ? null : TbankErrorCode.Unavailable,
         },
       });
     });
@@ -480,9 +489,9 @@ export class CatalogDiscoveryRepository {
 }
 
 function sourceProvider(input: CatalogSource) {
-  return input.kind === 'yield' || input.kind === 'bond-events' ?
+  return input.kind === 'yield' || input.kind === 'bond-events'
-    'moex' :
+    ? 'moex'
-    input.kind === 'rating' ?
+    : input.kind === 'rating'
-      'ncr' :
+      ? 'ncr'
-      'tbank';
+      : 'tbank';
 }

src/modules/investments/instruments/infrastructure/tbank-candle.mapper.spec.ts

@@ -0,0 +1,19 @@
+import { toSavedCandle } from './tbank-candle.mapper';
+
+describe('T-Bank candle mapping', () => {
+  it('keeps signed nano precision and requires explicit completeness', () => {
+    const input = { time: { seconds: '1767225600' }, close: { units: '0', nano: -1 } };
+    expect(toSavedCandle(input)).toEqual({
+      time: '2026-01-01T00:00:00.000Z', close: '-0.000000001', isComplete: false,
+    });
+    expect(toSavedCandle({ ...input, isComplete: true }).isComplete).toBe(true);
+    expect(input).toEqual({ time: { seconds: '1767225600' }, close: { units: '0', nano: -1 } });
+  });
+  it.each([
+    { close: { units: '1' } },
+    { time: { seconds: 'invalid' }, close: { units: '1' } },
+    { time: { seconds: '1767225600' } },
+  ])('rejects missing or malformed source fields: %j', (input) => {
+    expect(() => toSavedCandle(input)).toThrow('Invalid candle response');
+  });
+});

src/modules/investments/instruments/infrastructure/tbank-candle.mapper.ts

@@ -0,0 +1,18 @@
+import type { TbankCandle } from '../../../../integrations/tbank/tbank.api';
+import type { SavedCandle } from '../domain/candle-coverage';
+
+import { formatDecimal } from '../../../../common/decimal';
+import { decimal } from '../../../../integrations/tbank/decimal';
+import { timestamp } from '../application/instrument-market';
+
+function toSavedCandle(candle: TbankCandle): SavedCandle {
+  const time = timestamp(candle.time);
+  if (!time || !candle.close) throw new Error('Invalid candle response');
+  return {
+    time,
+    close: formatDecimal(decimal(candle.close)),
+    isComplete: candle.isComplete === true,
+  };
+}
+
+export { toSavedCandle };

src/modules/investments/instruments/instrument-income.api.ts

@@ -1,2 +0,0 @@
-export { BondIncomeService } from './bonds/application/bond-income.service';
-export { StockIncomeService } from './stocks/application/stock-income.service';

src/modules/investments/instruments/instruments.module.ts

@@ -1,5 +1,6 @@
 import { Module } from '@nestjs/common';
 
+import { TbankAccessService } from '../../../integrations/tbank/tbank-access.service';
 import { TbankModule } from '../../../integrations/tbank/tbank.module';
 import { AuthModule } from '../../auth/auth.module';
 import { PortfolioModule } from '../portfolio/portfolio.module';
@@ -12,6 +13,7 @@ import { GetStockCompanyUseCase } from './stocks/application/get-stock-company.u
 import { StockCatalogService } from './stocks/application/stock-catalog.service';
 import { StockIncomeService } from './stocks/application/stock-income.service';
 import { StockMarketService } from './stocks/application/stock-market.service';
+import { StockScreenerService } from './stocks/application/stock-screener.service';
 import { StockController } from './stocks/presentation/stock.controller';
 
 @Module({
@@ -19,12 +21,14 @@ import { StockController } from './stocks/presentation/stock.controller';
   controllers: [StockController, BondController],
   exports: [StockIncomeService, BondIncomeService],
   providers: [
+    { provide: 'TBANK_ACCESS', useExisting: TbankAccessService },
     BondIncomeService,
     BondMarketService,
     GetStockCompanyUseCase,
     StockIncomeService,
     StockMarketService,
     StockCatalogService,
+    StockScreenerService,
     BondCatalogService,
   ],
 })

src/modules/investments/instruments/stocks/application/get-stock-company.use-case.ts

@@ -23,8 +23,8 @@ export class GetStockCompanyUseCase {
       observe,
     );
     return {
-      data: result.values.instrument ?
+      data: result.values.instrument
-          {
+        ? {
             description: result.values.description ?? null,
             metrics: metrics(
               result.values.fundamentals ?? null,
@@ -32,8 +32,8 @@ export class GetStockCompanyUseCase {
             ),
             unavailable: result.unavailable,
             observedAt: result.observedAt,
-          } :
+          }
-        null,
+        : null,
       meta: result.meta,
     };
   }
@@ -51,22 +51,22 @@ export function metrics(
   ][] = [
     ['marketCapitalization', 'money', null],
     ['peRatioTtm', 'ratio', 'TTM'],
-    ...(bank ?
+    ...(bank
-        ([
+      ? ([
           ['priceToBookTtm', 'ratio', 'TTM'],
           ['roe', 'percent', null],
-        ] as typeof selection) :
+        ] as typeof selection)
-        ([
+      : ([
           ['revenueTtm', 'money', 'TTM'],
           ['ebitdaTtm', 'money', 'TTM'],
         ] as typeof selection)),
     ['netIncomeTtm', 'money', 'TTM'],
-    ...(!bank ?
+    ...(!bank
-        ([
+      ? ([
           ['totalDebtMrq', 'money', 'MRQ'],
           ['netDebtToEbitda', 'ratio', null],
-        ] as typeof selection) :
+        ] as typeof selection)
-        []),
+      : []),
   ];
   return selection.flatMap(([key, unit, period]) => {
     // eslint-disable-next-line security/detect-object-injection -- Keys come from the fixed metric selection declared above.
@@ -74,8 +74,8 @@ export function metrics(
     const currency = values.currency?.toUpperCase() || null;
     return typeof value === 'number' &&
       Number.isFinite(value) &&
-      (unit !== 'money' || currency) ?
+      (unit !== 'money' || currency)
-        [
+      ? [
           {
             key,
             value,
@@ -83,7 +83,7 @@ export function metrics(
             period,
             currency: unit === 'money' ? currency : null,
           },
-        ] :
+        ]
-        [];
+      : [];
   });
 }

src/modules/investments/instruments/stocks/application/stock-catalog.service.ts

@@ -34,9 +34,9 @@ export class StockCatalogService {
       data:
         result.data?.map((item) => {
           const short = stock(item);
-          const detail = item.detail ?
+          const detail = item.detail
-              stock({ ...item.detail, uid: item.uid }) :
+            ? stock({ ...item.detail, uid: item.uid })
-            short;
+            : short;
           const last = item.price;
           return {
             ...detail,
@@ -44,12 +44,12 @@ export class StockCatalogService {
             isin: detail.isin ?? short.isin,
             apiTradeAvailable: short.apiTradeAvailable,
             price:
-              last?.price && detail.currency ?
+              last?.price && detail.currency
-                  {
+                ? {
                     currency: detail.currency,
                     value: formatDecimal(decimal(last.price)),
-                  } :
+                  }
-                null,
+                : null,
             priceAt: timestamp(last?.time),
           };
         }) ?? null,
@@ -64,9 +64,9 @@ export class StockCatalogService {
     const result = await this.discovery.detail(userId, 'share', uid, observe);
     return {
       ...result,
-      data: result.data ?
+      data: result.data
-          { ...stock(result.data), slug: result.data.slug } :
+        ? { ...stock(result.data), slug: result.data.slug }
-        null,
+        : null,
     };
   }
 
@@ -83,9 +83,9 @@ export class StockCatalogService {
     );
     return {
       ...result,
-      data: result.data ?
+      data: result.data
-          { ...stock(result.data), slug: result.data.slug } :
+        ? { ...stock(result.data), slug: result.data.slug }
-        null,
+        : null,
     };
   }
 }

src/modules/investments/instruments/stocks/application/stock-income.service.ts

@@ -10,6 +10,7 @@ import { decimal } from '../../../../../integrations/tbank/decimal';
 import {
   TbankAccessService,
   type TbankDividend,
+  tbankSourceNeedsRefresh,
 } from '../../../../../integrations/tbank/tbank.api';
 import {
   ForecastService,
@@ -39,8 +40,8 @@ export class StockIncomeService {
     private readonly forecasts: ForecastService,
   ) {}
 
-  async readPosition(userId: string, uid: string, observe = false) {
+  async readPosition(userId: string, uid: string) {
-    const saved = await this.portfolios.read(userId, 'all', observe);
+    const saved = await this.portfolios.read(userId, 'all');
     return {
       data: saved.data ? instrumentPosition(saved.data, uid, 'STOCK') : null,
       meta: { ...saved.meta, resourceKey: `stock/position/${uid}` },
@@ -56,7 +57,7 @@ export class StockIncomeService {
     const today = moscowDay(new Date().toISOString());
     const from = `${Number(today.slice(ISO_DATE_START, ISO_YEAR_LENGTH)) - INCOME_HISTORY_YEARS}${today.slice(ISO_YEAR_LENGTH)}`;
     const to = `${Number(today.slice(ISO_DATE_START, ISO_YEAR_LENGTH)) + INCOME_FORECAST_YEARS}${today.slice(ISO_YEAR_LENGTH)}`;
-    const portfolio = await this.portfolios.read(userId, 'all', observe);
+    const portfolio = await this.portfolios.read(userId, 'all');
     const sources = await this.sources.readMany(
       userId,
       'share',
@@ -65,22 +66,22 @@ export class StockIncomeService {
       ['detail', 'dividends'],
       { from, to },
     );
-    if (sources[0].meta.availability === 'complete' && !sources[0].instrument) {
+    if (sources[0].meta.completeness === 'complete' && !sources[0].instrument) {
       throw new NotFoundException();
     }
     const events = sources[1].payload?.dividends;
-    const position = portfolio.data ?
+    const position = portfolio.data
-        instrumentPosition(portfolio.data, uid, 'STOCK') :
+      ? instrumentPosition(portfolio.data, uid, 'STOCK')
-      null;
+      : null;
-    const projected = events ?
+    const projected = events
-        stockDividends(
+      ? stockDividends(
           events,
           position,
           { from, to, today },
           sources[1].meta.lastSuccessfulAt ?? new Date().toISOString(),
           !portfolio.data,
-        ) :
+        )
-      undefined;
+      : undefined;
     const result = await this.forecasts.result({
       userId,
       revision: connection.revision,
@@ -91,9 +92,13 @@ export class StockIncomeService {
       candidate:
         portfolio.data && sources[0].instrument ? projected : undefined,
     });
-    return result.data || !projected ?
+    if (result.data?.positionAt) {
-      result :
+      result.data.positionIsStale = tbankSourceNeedsRefresh('portfolio', new Date(result.data.positionAt), new Date(Date.now()));
-        {
+      if (result.data.positionIsStale && result.meta.freshness !== 'unknown') result.meta.freshness = 'stale';
+    }
+    return result.data || !projected
+      ? result
+      : {
           data: stockDividends(
             events ?? [],
             null,
@@ -101,7 +106,7 @@ export class StockIncomeService {
             projected.observedAt,
             true,
           ),
-          meta: { ...result.meta, availability: 'partial' },
+          meta: { ...result.meta, completeness: 'incomplete' },
         };
   }
 }
@@ -117,9 +122,9 @@ export function stockDividends(
   const quantity =
     position &&
     position.accounts.length &&
-    position.accounts.every((p) => decimalFromString(p.quantity).value > ZERO_QUANTITY) ?
+    position.accounts.every((p) => decimalFromString(p.quantity).value > ZERO_QUANTITY)
-        decimalFromString(position.quantity) :
+      ? decimalFromString(position.quantity)
-      null;
+      : null;
   const dividends: StockDividendDto[] = events
     .filter((event) => event.dividendType?.toLowerCase() !== 'cancelled')
     .map((event) => {
@@ -128,29 +133,29 @@ export function stockDividends(
       const lastBuyDate = timestamp(event.lastBuyDate)?.slice(ISO_DATE_START, ISO_DATE_LENGTH) ?? null;
       const currency = event.dividendNet?.currency?.toUpperCase();
       const perShare =
-        currency && event.dividendNet ?
+        currency && event.dividendNet
-            { currency, value: formatDecimal(decimal(event.dividendNet)) } :
+          ? { currency, value: formatDecimal(decimal(event.dividendNet)) }
-          null;
+          : null;
       // A future payment can have an already-fixed register: keep the event, but do not estimate entitlement from today's holding.
       const eventDate = paymentDate ?? recordDate;
-      const timing: StockDividendDto['timing'] = eventDate ?
+      const timing: StockDividendDto['timing'] = eventDate
-        eventDate >= today ?
+        ? eventDate >= today
-          'upcoming' :
+          ? 'upcoming'
-          'past' :
+          : 'past'
-        'undated';
+        : 'undated';
       const estimatedAmount =
         quantity &&
         perShare &&
         recordDate &&
         recordDate >= today &&
-        timing === 'upcoming' ?
+        timing === 'upcoming'
-            {
+          ? {
               currency: perShare.currency,
               value: formatDecimal(
                 multiply(quantity, decimalFromString(perShare.value)),
               ),
-            } :
+            }
-          null;
+          : null;
       return {
         perShare,
         recordDate,

src/modules/investments/instruments/stocks/application/stock-market.service.ts

@@ -44,9 +44,9 @@ export class StockMarketService {
       observe,
     );
     return {
-      data: result.values.instrument ?
+      data: result.values.instrument
-          stockQuote(result.values, result.unavailable, result.observedAt) :
+        ? stockQuote(result.values, result.unavailable, result.observedAt)
-        null,
+        : null,
       meta: result.meta,
     };
   }
@@ -75,20 +75,20 @@ export function stockQuote(
   const priceAt = timestamp(last?.time);
   const currency = share?.currency?.toUpperCase();
   const price =
-    last?.price && currency ?
+    last?.price && currency
-        { currency, value: formatDecimal(decimal(last.price)) } :
+      ? { currency, value: formatDecimal(decimal(last.price)) }
-      null;
+      : null;
   const previousPrice =
-    previous?.close && currency ?
+    previous?.close && currency
-        { currency, value: formatDecimal(decimal(previous.close)) } :
+      ? { currency, value: formatDecimal(decimal(previous.close)) }
-      null;
+      : null;
   const difference =
-    price && previousPrice ?
+    price && previousPrice
-        subtract(
+      ? subtract(
           decimalFromString(price.value),
           decimalFromString(previousPrice.value),
-        ) :
+        )
-      null;
+      : null;
   return {
     price,
     priceAt,
@@ -96,21 +96,21 @@ export function stockQuote(
     previousCloseDate: timestamp(previous?.time)?.slice(ISO_DATE_START, ISO_DATE_LENGTH) ?? null,
     previousClose: previousPrice,
     change:
-      difference && currency ?
+      difference && currency
-          { currency, value: formatDecimal(difference) } :
+        ? { currency, value: formatDecimal(difference) }
-        null,
+        : null,
     changePercent:
       difference &&
       previousPrice &&
-      decimalFromString(previousPrice.value).value > ZERO_AMOUNT ?
+      decimalFromString(previousPrice.value).value > ZERO_AMOUNT
-          formatDecimal(
+        ? formatDecimal(
             divide(
               multiply(difference, decimalFromString('100')),
               decimalFromString(previousPrice.value),
               CHANGE_PERCENT_DECIMAL_PLACES,
             ),
-          ) :
+          )
-        null,
+        : null,
     unavailable,
     observedAt,
   };

src/modules/investments/instruments/stocks/application/stock-screener.service.spec.ts

@@ -0,0 +1,106 @@
+import { NotFoundException, ServiceUnavailableException } from '@nestjs/common';
+
+import type { TbankShare } from '../../../../../integrations/tbank/tbank.api';
+
+import { StockScreenerService } from './stock-screener.service';
+
+const token = 'secret-token';
+const revision = 'revision-1';
+const pageSize = 30;
+
+function share(index: number, overrides: Partial<TbankShare> = {}): TbankShare {
+  return {
+    apiTradeAvailableFlag: true,
+    buyAvailableFlag: true,
+    currency: 'RUB',
+    lot: 1,
+    name: `Share ${index}`,
+    ticker: `T${String(index).padStart(2, '0')}`,
+    uid: `e6123145-9665-43e0-8413-cd61b8aa${String(index).padStart(4, '0')}`,
+    ...overrides,
+  };
+}
+
+describe('StockScreenerService', () => {
+  const access = { current: jest.fn(), local: jest.fn() };
+  const client = { getAllShares: jest.fn() };
+  const logger = { event: jest.fn() };
+  let service: StockScreenerService;
+
+  beforeEach(() => {
+    jest.clearAllMocks();
+    access.current.mockResolvedValue({ revision, token });
+    access.local.mockResolvedValue({ revision });
+    client.getAllShares.mockResolvedValue(
+      Array.from({ length: pageSize + 1 }, (_, index) => share(index)),
+    );
+    service = new StockScreenerService(access, client as never, logger as never);
+  });
+
+  it('stores the full selected catalog and returns stable non-overlapping pages', async () => {
+    const first = await service.search('user-1', {});
+    const second = await service.page('user-1', first.searchId, 2);
+
+    expect(first.items).toHaveLength(pageSize);
+    expect(first.hasNext).toBe(true);
+    expect(second).toMatchObject({ asOf: first.asOf, hasNext: false, page: 2, searchId: first.searchId });
+    expect(second.items).toEqual([expect.objectContaining({ ticker: 'T30' })]);
+    expect(client.getAllShares).toHaveBeenCalledTimes(1);
+  });
+
+  it('creates a fresh result for every search and preserves a successful empty result', async () => {
+    client.getAllShares.mockResolvedValueOnce([share(1, { sector: 'energy' })]).mockResolvedValueOnce([share(2, { sector: 'energy' })]);
+
+    const first = await service.search('user-1', { sector: 'finance' });
+    const second = await service.search('user-1', { sector: 'finance' });
+
+    expect(first).toMatchObject({ hasNext: false, items: [], page: 1 });
+    expect(second).toMatchObject({ hasNext: false, items: [], page: 1 });
+    expect(second.searchId).not.toBe(first.searchId);
+    expect(client.getAllShares).toHaveBeenCalledTimes(2);
+  });
+
+  it('does not store a result when the catalog source fails', async () => {
+    client.getAllShares.mockRejectedValueOnce(new ServiceUnavailableException());
+
+    await expect(service.search('user-1', {})).rejects.toBeInstanceOf(ServiceUnavailableException);
+  });
+
+  it('denies missing, foreign, stale, and out-of-range pages without fetching', async () => {
+    const first = await service.search('user-1', {});
+    access.local.mockResolvedValueOnce({ revision: 'revision-2' });
+
+    await expect(service.page('user-1', first.searchId, 1)).rejects.toBeInstanceOf(NotFoundException);
+    await expect(service.page('user-2', first.searchId, 1)).rejects.toBeInstanceOf(NotFoundException);
+    await expect(service.page('user-1', 'missing', 1)).rejects.toBeInstanceOf(NotFoundException);
+    await expect(service.page('user-1', first.searchId, 3)).rejects.toMatchObject({ status: 400 });
+    expect(client.getAllShares).toHaveBeenCalledTimes(1);
+  });
+
+  it('null-normalizes optional source fields and rejects malformed required fields', async () => {
+    client.getAllShares.mockResolvedValueOnce([
+      share(1, {
+        countryOfRisk: undefined,
+        currency: undefined,
+        isin: undefined,
+        realExchange: undefined,
+        sector: undefined,
+        shareType: undefined,
+        ticker: undefined,
+      }),
+    ]);
+    const result = await service.search('user-1', {});
+    expect(result.items[0]).toEqual(expect.objectContaining({ countryOfRisk: null, currency: null, isin: null, logoName: null, ticker: null }));
+
+    client.getAllShares.mockResolvedValueOnce([share(2, { name: ' ' })]);
+    await expect(service.search('user-1', {})).rejects.toBeInstanceOf(ServiceUnavailableException);
+  });
+
+  it('preserves the catalog logo name in screener results', async () => {
+    client.getAllShares.mockResolvedValueOnce([share(1, { brand: { logoName: 'sber.png' } })]);
+
+    const result = await service.search('user-1', {});
+
+    expect(result.items).toEqual([expect.objectContaining({ logoName: 'sber.png' })]);
+  });
+});

src/modules/investments/instruments/stocks/application/stock-screener.service.ts

@@ -0,0 +1,140 @@
+import {
+  BadRequestException,
+  Inject,
+  Injectable,
+  NotFoundException,
+  ServiceUnavailableException,
+} from '@nestjs/common';
+import { randomUUID } from 'node:crypto';
+
+import type { TbankShare } from '../../../../../integrations/tbank/tbank-market.types';
+
+import { StructuredLogger } from '../../../../../common/logging/structured-logger.service';
+import { TbankClient } from '../../../../../integrations/tbank/tbank.client';
+import {
+  selectStockScreenerInstruments,
+  type StockScreenerConditions,
+} from '../domain/stock-screener-selection.rules';
+
+const MAX_SNAPSHOTS = 100;
+const PAGE_SIZE = 30;
+const MIN_PAGE = 1;
+const MINIMUM_SNAPSHOT_COUNT = 1;
+const SECONDS_PER_MINUTE = 60;
+const SNAPSHOT_TTL_MINUTES = 5;
+const MILLISECONDS_PER_SECOND = 1_000;
+const SNAPSHOT_TTL_MS = SNAPSHOT_TTL_MINUTES * SECONDS_PER_MINUTE * MILLISECONDS_PER_SECOND;
+const UUID_PATTERN = /^[0-9a-f]{8}-[0-9a-f]{4}-[1-5][0-9a-f]{3}-[89ab][0-9a-f]{3}-[0-9a-f]{12}$/i;
+
+type StockScreenerItem = {
+  countryOfRisk: null | string;
+  currency: null | string;
+  instrumentUid: string;
+  isin: null | string;
+  logoName: null | string;
+  lot: null | number;
+  name: string;
+  realExchange: null | string;
+  sector: null | string;
+  shareType: null | string;
+  ticker: null | string;
+};
+type StockScreenerPage = {
+  asOf: string;
+  hasNext: boolean;
+  items: StockScreenerItem[];
+  page: number;
+  searchId: string;
+};
+type Snapshot = { asOf: string; expiresAt: number; items: StockScreenerItem[]; revision: string; userId: string };
+type TbankAccess = {
+  current(userId: string): Promise<{ revision: string; token: string }>;
+  local(userId: string): Promise<{ revision: string }>;
+};
+
+@Injectable()
+export class StockScreenerService {
+  private readonly snapshots = new Map<string, Snapshot>();
+
+  constructor(
+    @Inject('TBANK_ACCESS') private readonly access: TbankAccess,
+    private readonly client: TbankClient,
+    private readonly logger: StructuredLogger,
+  ) {}
+
+  async search(userId: string, conditions: StockScreenerConditions): Promise<StockScreenerPage> {
+    const connection = await this.access.current(userId);
+    const instruments = await this.client.getAllShares(connection.token);
+    const asOf = new Date().toISOString();
+    const selected = selectStockScreenerInstruments({ asOf: new Date(asOf), instruments }, conditions)
+      .instruments.map((instrument) => this.item(instrument));
+    const searchId = randomUUID();
+    this.evict();
+    this.snapshots.set(searchId, {
+      asOf,
+      expiresAt: Date.now() + SNAPSHOT_TTL_MS,
+      items: selected,
+      revision: connection.revision,
+      userId,
+    });
+    this.logger.event('info', 'stock.screener.search.completed', { asOf, count: selected.length, operation: 'stock-screener-search' });
+    return this.result(searchId, this.snapshots.get(searchId) as Snapshot, MIN_PAGE);
+  }
+
+  async page(userId: string, searchId: string, page: number): Promise<StockScreenerPage> {
+    const snapshot = this.snapshots.get(searchId);
+    if (!snapshot || snapshot.expiresAt <= Date.now()) {
+      this.snapshots.delete(searchId);
+      this.logger.event('info', 'stock.screener.result.missing', { operation: 'stock-screener-read' });
+      throw new NotFoundException();
+    }
+    if (snapshot.userId !== userId) {
+      this.logger.event('warn', 'stock.screener.result.rejected', { operation: 'stock-screener-read' });
+      throw new NotFoundException();
+    }
+    const current = await this.access.local(userId);
+    if (snapshot.revision !== current.revision) {
+      this.logger.event('warn', 'stock.screener.result.rejected', { operation: 'stock-screener-read' });
+      throw new NotFoundException();
+    }
+    return this.result(searchId, snapshot, page);
+  }
+
+  private result(searchId: string, snapshot: Snapshot, page: number): StockScreenerPage {
+    const start = (page - MIN_PAGE) * PAGE_SIZE;
+    if (!Number.isInteger(page) || page < MIN_PAGE || (start >= snapshot.items.length && !(page === MIN_PAGE && !snapshot.items.length))) {
+      throw new BadRequestException();
+    }
+    const items = snapshot.items.slice(start, start + PAGE_SIZE);
+    return { asOf: snapshot.asOf, hasNext: start + PAGE_SIZE < snapshot.items.length, items, page, searchId };
+  }
+
+  private item(instrument: TbankShare): StockScreenerItem {
+    if (!instrument.uid || !UUID_PATTERN.test(instrument.uid) || !instrument.name?.trim()) {
+      throw new ServiceUnavailableException();
+    }
+    return {
+      countryOfRisk: instrument.countryOfRisk ?? null,
+      currency: instrument.currency ?? null,
+      instrumentUid: instrument.uid,
+      isin: instrument.isin ?? null,
+      lot: instrument.lot ?? null,
+      logoName: instrument.brand?.logoName?.trim() || null,
+      name: instrument.name,
+      realExchange: instrument.realExchange ?? null,
+      sector: instrument.sector ?? null,
+      shareType: instrument.shareType ?? null,
+      ticker: instrument.ticker ?? null,
+    };
+  }
+
+  private evict(): void {
+    for (const [searchId, snapshot] of this.snapshots) {
+      if (snapshot.expiresAt <= Date.now()) this.snapshots.delete(searchId);
+    }
+    while (this.snapshots.size >= MAX_SNAPSHOTS) {
+      const searchId = this.snapshots.keys().next().value;
+      if (searchId && this.snapshots.size >= MINIMUM_SNAPSHOT_COUNT) this.snapshots.delete(searchId);
+    }
+  }
+}