chore(release): 2.3.0

feat: log unhandled errors and pretty dev output (#120)

.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
-request context и ограничивает поля событий. Jest unit tests, изолированные
+Problem Details фильтруются общей HTTP boundary; native Pino добавляет request
+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
-не загружает DI/Prisma.
+публичные входы для protobuf conversion, protocol/error vocabulary и interval
+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
-FSD/DI architecture checker. Existing tests и build не доказывают правильный owner.
+ESLint проверяет прямые imports: domain не зависит от transport/persistence,
+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.
-Перед Node-командами активируй местную `.nvmrc`: `nvm use --silent`.
+Выбери lightweight или SDD по Engineering Workflow из AGENTS; OpenSpec lifecycle
+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 +65,33 @@ Peer-конфликт решай совместимыми версиями бе
 
 ## Проверки и завершение
 
-Code/dependency change: `npm ci`, полный `npm run verify` и дополнительные
-risk checks из местной testing convention. Targeted tests ускоряют итерацию,
-но не заменяют финальный gate. `lint:fix`/format — edits, не proof.
-Markdown-only: проверь новые/изменённые тексты, локальные ссылки/якоря, маршруты
-чтения и `git diff --check`; application build ради текста не нужен.
-Повтори routing по staged/unstaged/new files. Запиши краткие команды, результаты
-и ограничения. Зелёный lint не заменяет semantic/security review.
+| Когда | Что проверить |
+| --- | --- |
+| Окружение новое, изменились manifest/lockfile или Node, установка сомнительна | `npm ci` до Node-проверок; одна правка кода переустановки не требует. |
+| 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. |
+| 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. |
+| Только Markdown | Проверь тексты, ссылки/якоря, маршруты чтения и `git diff --check`; application build не нужен. При изменении verification-контура проверь его работу. |
+
+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
-содержит одну связанную задачу. Root другого checkout не управляет этим repo.
+Commits и PR titles — Conventional Commits с parser-recognized Issue reference; допустим
+`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».
+обычную работу. PR сливается squash или rebase-merge; merge-коммит не
+используется. `main` обновляется только fast-forward из `develop`, поэтому
+`origin/main` всегда предок `origin/develop`:
+`git merge-base --is-ancestor origin/main origin/develop`. Срочный fix —
+обычная ветка `fix/*` от `develop`; пути hotfix от `main` нет.
+Перед релизом 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
-  request ID возвращается как `X-Request-ID`, входящий client ID хранится отдельно.
+- Native `nestjs-pino` context и `pino-http` completion владеют correlation:
+  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/image.yml

@@ -28,9 +28,8 @@ jobs:
           docker version
           docker buildx version
       - run: npm ci
-      - run: npx --no-install prisma generate
       - run: npm run verify
-      - run: npm run test:e2e
+      - run: node test/sqlite.cjs --all
       - name: Login with dedicated Nexus writer
         env:
           REGISTRY_USERNAME: ${{ secrets.NEXUS_USERNAME }}

.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 +2,80 @@ name: Backend verify
 
 on:
   push:
-    branches: ['**']
+    branches: [develop, main]
   pull_request:
+    types: [opened, synchronize, reopened, edited]
+  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() &&
+      gitea.event.action != 'edited' &&
+      (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() && gitea.event.action != 'edited' &&
+      needs.security.result == 'success' &&
+      gitea.event_name != 'schedule'
+    timeout-minutes: 45
     runs-on: ubuntu-latest
     steps:
       - uses: https://github.com/actions/checkout@v4
@@ -18,12 +87,10 @@ jobs:
         with:
           node-version-file: .nvmrc
       - run: npm ci
-      - name: Generate Prisma client before typechecks
-        run: npx --no-install prisma generate
       - name: Run all backend gates
         run: npm run verify
       - name: Run isolated SQLite and runtime OpenAPI suites
-        run: npm run test:e2e
+        run: node test/sqlite.cjs --all
       - name: Analyze develop with SonarQube
         if: gitea.event_name == 'push' && gitea.ref == 'refs/heads/develop'
         # v2.3.0: same Docker-based scanner used for SonarQube 9.9.

.nvmrc

@@ -1 +1 @@
-24.21.0
+24.22.1

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 +1,174 @@
 # Changelog
 
+## [2.3.0](https://git.personal.ksv741.ru/WealthLedger/backend/compare/v2.2.0...v2.3.0) (2026-10-24)
+
+### Features
+
+* log unhandled errors and pretty dev output (WealthLedger/backend[#120](https://git.personal.ksv741.ru/WealthLedger/backend/issues/120)) ([#126](https://git.personal.ksv741.ru/WealthLedger/backend/issues/126)) ([966a1f7](https://git.personal.ksv741.ru/WealthLedger/backend/commit/966a1f793aa2087cce3e47750e0017f78315bd64))
+
+### Bug Fixes
+
+* persist refresh cookie across browser restarts (WealthLedger/backend[#123](https://git.personal.ksv741.ru/WealthLedger/backend/issues/123)) ([d1f6969](https://git.personal.ksv741.ru/WealthLedger/backend/commit/d1f6969dc7c22ae3cf7396bccdbf0cea2f61db2e))
+
+### Maintenance
+
+* **deps:** update non-major dependencies [#11](https://git.personal.ksv741.ru/WealthLedger/backend/issues/11) ([449cfcd](https://git.personal.ksv741.ru/WealthLedger/backend/commit/449cfcd6c5a91307012bb3a640c8255ba243cbf5))
+
+## [2.2.0](https://git.personal.ksv741.ru/WealthLedger/backend/compare/v2.1.0...v2.2.0) (2026-10-18)
+
+### Features
+
+* unify income payment cards and drop period comparisons (WealthLedger/main[#33](https://git.personal.ksv741.ru/WealthLedger/backend/issues/33)) ([#83](https://git.personal.ksv741.ru/WealthLedger/backend/issues/83)) ([31b0e15](https://git.personal.ksv741.ru/WealthLedger/backend/commit/31b0e1557978019a9293e5fd3efeee319194cddd))
+
+### Bug Fixes
+
+* align password policy to 8-72 printable ASCII on register (WealthLedger/backend[#60](https://git.personal.ksv741.ru/WealthLedger/backend/issues/60)) ([#109](https://git.personal.ksv741.ru/WealthLedger/backend/issues/109)) ([e03fad6](https://git.personal.ksv741.ru/WealthLedger/backend/commit/e03fad622bfec0fa7e42d536f65e361d319a1ac9))
+* restore screener OpenAPI constraints (WealthLedger/backend[#70](https://git.personal.ksv741.ru/WealthLedger/backend/issues/70)) ([#95](https://git.personal.ksv741.ru/WealthLedger/backend/issues/95)) ([2ad3517](https://git.personal.ksv741.ru/WealthLedger/backend/commit/2ad3517d87bffa8af9285d72fd6f78b96b3eed9f))
+* separate T-Bank RPC network time from queue wait (WealthLedger/backend[#81](https://git.personal.ksv741.ru/WealthLedger/backend/issues/81)) ([#94](https://git.personal.ksv741.ru/WealthLedger/backend/issues/94)) ([0d7839c](https://git.personal.ksv741.ru/WealthLedger/backend/commit/0d7839cf79669768bba55f420ed43304545ac8d9))
+* skip hourly terms overlapped by a long walk (WealthLedger/backend[#54](https://git.personal.ksv741.ru/WealthLedger/backend/issues/54)) ([6975853](https://git.personal.ksv741.ru/WealthLedger/backend/commit/6975853656698b61781ca056f35c0d68e47ea32a))
+* surface durable hourly attempt in accounts and income meta (WealthLedger/backend[#58](https://git.personal.ksv741.ru/WealthLedger/backend/issues/58)) ([14bcb9d](https://git.personal.ksv741.ru/WealthLedger/backend/commit/14bcb9da5ff081710d672d140175d348a03a2fe5))
+* translate permanent invalid-token errors on online entrypoints (WealthLedger/backend[#59](https://git.personal.ksv741.ru/WealthLedger/backend/issues/59)) ([#110](https://git.personal.ksv741.ru/WealthLedger/backend/issues/110)) ([8a6f60d](https://git.personal.ksv741.ru/WealthLedger/backend/commit/8a6f60d9651fc7c474dd9b3690314505e18c4fa0))
+
+### Performance
+
+* batch bank operation page relations (WealthLedger/backend[#68](https://git.personal.ksv741.ru/WealthLedger/backend/issues/68)) ([285dd08](https://git.personal.ksv741.ru/WealthLedger/backend/commit/285dd08472d9acb66fab8d46d511d9ce607b110f))
+* start bond search prices with details (WealthLedger/backend[#71](https://git.personal.ksv741.ru/WealthLedger/backend/issues/71)) ([#89](https://git.personal.ksv741.ru/WealthLedger/backend/issues/89)) ([da2e1d0](https://git.personal.ksv741.ru/WealthLedger/backend/commit/da2e1d0781d23f4ab1c38e7bf3cad2e254d026d5))
+
+### Refactoring
+
+* extract shared public instrument projection ([#69](https://git.personal.ksv741.ru/WealthLedger/backend/issues/69)) ([#84](https://git.personal.ksv741.ru/WealthLedger/backend/issues/84)) ([9b7e5e1](https://git.personal.ksv741.ru/WealthLedger/backend/commit/9b7e5e1215b7c1c5320effb6ba5b2c2a8b0cd604))
+* remove unreachable catalog producer and sync orchestration (WealthLedger/backend[#62](https://git.personal.ksv741.ru/WealthLedger/backend/issues/62)) ([#98](https://git.personal.ksv741.ru/WealthLedger/backend/issues/98)) ([96d4de4](https://git.personal.ksv741.ru/WealthLedger/backend/commit/96d4de4195b105d64ac6ffaf8d3d8aab4142ece4))
+
+### CI
+
+* validate edited PR titles (WealthLedger/backend[#74](https://git.personal.ksv741.ru/WealthLedger/backend/issues/74)) ([bbb5aff](https://git.personal.ksv741.ru/WealthLedger/backend/commit/bbb5afff842720374feecfcd74eea83283e0b2ae))
+
+### Tests
+
+* await portfolio publication done instead of polling ticks (WealthLedger/backend[#63](https://git.personal.ksv741.ru/WealthLedger/backend/issues/63)) ([#103](https://git.personal.ksv741.ru/WealthLedger/backend/issues/103)) ([7023021](https://git.personal.ksv741.ru/WealthLedger/backend/commit/702302126b81335959be2e66b4b5ad38e5806b70))
+* cover auth token, cookie and expiry boundaries (WealthLedger/backend[#61](https://git.personal.ksv741.ru/WealthLedger/backend/issues/61)) ([#113](https://git.personal.ksv741.ru/WealthLedger/backend/issues/113)) ([32622c1](https://git.personal.ksv741.ru/WealthLedger/backend/commit/32622c1dad9649842d8cb78d8e964da33e5df459))
+* isolate HTTP suites from scheduler and bank-card case order (WealthLedger/backend[#65](https://git.personal.ksv741.ru/WealthLedger/backend/issues/65)) ([#100](https://git.personal.ksv741.ru/WealthLedger/backend/issues/100)) ([9e4f9d9](https://git.personal.ksv741.ru/WealthLedger/backend/commit/9e4f9d9cab12aa714449b99280894a521c3514b6))
+* replace late portfolio sleep with started and done barriers (WealthLedger/backend[#63](https://git.personal.ksv741.ru/WealthLedger/backend/issues/63)) ([#101](https://git.personal.ksv741.ru/WealthLedger/backend/issues/101)) ([7bc7d8d](https://git.personal.ksv741.ru/WealthLedger/backend/commit/7bc7d8ddecc6cb9f387d00be68f61eb99d57d6fc))
+* replace metadata sleeps with upstream start barriers (WealthLedger/backend[#63](https://git.personal.ksv741.ru/WealthLedger/backend/issues/63)) ([#102](https://git.personal.ksv741.ru/WealthLedger/backend/issues/102)) ([ec6d9a2](https://git.personal.ksv741.ru/WealthLedger/backend/commit/ec6d9a2639f1845674bf7ce5fc357f2f7b7f5dfb))
+* slim sqlite runner regression workload (WealthLedger/backend[#72](https://git.personal.ksv741.ru/WealthLedger/backend/issues/72)) ([1033d21](https://git.personal.ksv741.ru/WealthLedger/backend/commit/1033d2114e99232a90c5d5c321749a9c6e3fbff0))
+
+### Maintenance
+
+* adopt linear git model in backend docs ([#111](https://git.personal.ksv741.ru/WealthLedger/backend/issues/111)) ([4f485ab](https://git.personal.ksv741.ru/WealthLedger/backend/commit/4f485ab0e9f0f9d52ae446e51966525473948b0e))
+* align SQLite driver version (WealthLedger/backend[#67](https://git.personal.ksv741.ru/WealthLedger/backend/issues/67)) ([203cc72](https://git.personal.ksv741.ru/WealthLedger/backend/commit/203cc72cb2d1aac34f39c5ba528820b511666f17))
+* drop unused direct source-map-support dependency (WealthLedger/backend[#4](https://git.personal.ksv741.ru/WealthLedger/backend/issues/4)) ([#96](https://git.personal.ksv741.ru/WealthLedger/backend/issues/96)) ([c789e33](https://git.personal.ksv741.ru/WealthLedger/backend/commit/c789e33c41281f2fc3de8851f21ae897a81e2b5d))
+* make OpenAPI export atomic and add read-only check (WealthLedger/backend[#3](https://git.personal.ksv741.ru/WealthLedger/backend/issues/3)) ([#97](https://git.personal.ksv741.ru/WealthLedger/backend/issues/97)) ([a93f2d5](https://git.personal.ksv741.ru/WealthLedger/backend/commit/a93f2d55e7a31515ed1cc056cd57101f2b315405))
+* unify verification preparation (WealthLedger/backend[#66](https://git.personal.ksv741.ru/WealthLedger/backend/issues/66)) ([b90cedd](https://git.personal.ksv741.ru/WealthLedger/backend/commit/b90cedd580321fb560a4ad0d9f9f5ba03303248e))
+
+## [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

Dockerfile

@@ -1,4 +1,4 @@
-FROM node:24.21.0-bookworm-slim AS base
+FROM node:24.22.1-bookworm-slim AS base
 WORKDIR /app
 
 FROM base AS dependencies
@@ -19,7 +19,8 @@ EXPOSE 3000
 CMD ["npm", "run", "start:dev"]
 
 FROM dependencies AS build
-RUN npm run build && npm prune --omit=dev --omit=optional
+# The client is already generated at the shared dependencies stage (same revision).
+RUN npx --no-install nest build && npm prune --omit=dev --omit=optional
 
 FROM base AS production
 RUN apt-get update && apt-get install -y --no-install-recommends ca-certificates=20250419~deb12u1 openssl=3.0.20-1~deb12u2 && rm -rf /var/lib/apt/lists/* \

README.md

@@ -14,6 +14,7 @@ cp .env.example .env
 nvm use --silent
 npm ci
 npx prisma migrate deploy
+npx prisma generate
 npm run start:dev
 ```
 
@@ -60,12 +61,15 @@ Compose topology принадлежит workspace, эксплуатационн
 npm run verify
 ```
 
-Он запускает zero-warning lint,
+Он запускает генерацию Prisma client, 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
-и соответствие генерируемого OpenAPI настроенному приложению. Для полной backend-проверки
-выполните обе команды.
+threshold нет. `npm run test:e2e` отдельно проверяет функциональные HTTP suites
+на новых базах и соответствие генерируемого OpenAPI настроенному приложению.
+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 +78,40 @@ TypeScript 7 требует поддержки со стороны `ts-jest` и
 
 ### CI и обновления зависимостей
 
-`.gitea/workflows/verify.yml` запускает `npm ci`, генерацию Prisma client,
-`npm run verify` и `npm run test:e2e` на push и PR. Используется только checkout
+Единый `.gitea/workflows/verify.yml` запускает `commits → security → verify`
+последовательно на PR; на push в `develop`/`main` — `security → verify`.
+Рабочие ветки проверяются после открытия PR, без дублирующего push-запуска.
+Изменение заголовка PR повторяет только проверку Conventional Commits; `security`
+и `verify` на metadata-only событии не запускаются.
+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` и `npm run verify` (генерация Prisma client
+внутри gate, один Nest build), затем функциональный `node test/sqlite.cjs --all`
+на уже собранных артефактах. 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
-значениями и выполняет `npm audit --include=dev --audit-level=low` при push,
-PR и ежедневно. `.gitleaksignore` перечисляет только проверенные исторические
+Job `security` сканирует всю Git-историю Gitleaks 8.30.1 с полностью скрытыми
+значениями, блокирует любой runtime advisory через
+`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 +160,10 @@ 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`
@@ -187,7 +218,10 @@ nvm use --silent
 npm run openapi:generate
 ```
 
-Команда собирает backend и записывает `openapi.json` в корень репозитория.
+Команда собирает backend и записывает `openapi.json` в корень репозитория
+атомарно: через временный файл и rename, без частичной записи при сбое.
+`npm run openapi:check` только сравнивает runtime schema с файлом и завершается
+с ошибкой при расхождении, не перезаписывая его.
 Сервер и HTTP-порт не запускаются; Nest preview читает metadata без создания
 провайдеров и подключения к БД/T-Bank. Настроенный `.env` и реальные секреты
 не нужны. `openapi.json` исключён из Git и каждый раз создаётся из DTO/Swagger
@@ -220,10 +254,14 @@ breaking changes относительно предыдущего выпуска.
 настраивается отдельно. История migrations применяется штатным `migrate deploy`.
 
 Регрессия самого запуска: `node test/sqlite-regression.cjs`. Она выполняет
-три последовательных и два параллельных полных e2e, проверяет уникальность DB,
-сохранность вымышленного внешнего файла, отказ migration и SIGINT/SIGTERM cleanup.
+три последовательных и два параллельных запуска двух обычных e2e suites,
+проверяет уникальность DB, сохранность вымышленного внешнего файла, отказ migration
+и SIGINT/SIGTERM cleanup. Полный e2e набор остаётся в `npm run test:e2e`.
 Логи остаются в каталоге из вывода. Для одной suite:
-`node test/sqlite.cjs app.e2e-spec.ts`.
+`node test/sqlite.cjs app.e2e-spec.ts`. Crash-регрессия в
+`tbank-operations-sync.e2e-spec.ts` загружает классы из `dist/`, поэтому перед
+адресным запуском этой suite выполните `npm run build`, иначе child/dist может
+расходиться с parent/src.
 
 | Риск | Проверка реальной DB |
 | --- | --- |
@@ -267,35 +305,59 @@ 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`.
-Обычные PR допускают squash; release и обратная синхронизация сохраняют историю.
-Commits и PR titles — Conventional Commits, включая `spec:`. Версии вручную не повышай.
+релизы. Обычная работа: issue-linked ветка от актуального `develop`, PR в `develop`;
+общие правила — в Engineering Workflow по ссылке из AGENTS.
+PR сливается squash или rebase-merge; merge-коммит не используется. `main`
+обновляется только fast-forward из `develop`, поэтому история линейна:
 
-1. Получи `main`, `develop` и теги: `git fetch origin --tags`. Убедись, что
-   `develop` содержит последний релиз. Создай `release/<name>` от проверенного
-   `develop`; `nvm use --silent`, `npm ci`. Hotfix начинается от `main` в
-   `release/hotfix-<name>` и проходит тот же процесс.
+```text
+<type>/<issue>-<slug> --squash--> develop --ff-only--> main --> tag vX.Y.Z
+```
+
+Инвариант: `origin/main` всегда предок `origin/develop`. Проверка:
+
+```bash
+git fetch -q origin
+git merge-base --is-ancestor origin/main origin/develop && echo ok || echo BROKEN
+```
+
+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`. Проверь
+   инвариант. Создай `release/X.Y.Z` от проверенного `develop`;
+   `nvm use --silent`, `npm ci`.
 2. На чистой ветке выполни `npm run release:preview`, просмотри версию/changelog,
    затем `npm run release:prepare`. Команда создаёт `chore(release): X.Y.Z`,
    обновляет manifest/lockfile/CHANGELOG; тег и push не выполняет. Не обходи
    guards ветки, чистого дерева, отсутствующих тегов или уже подготовленной версии.
 3. Проверь diff и штатные gates этого репозитория. Отправь только release-ветку,
-   открой PR в `main` с заголовком `chore(release): X.Y.Z`. После зелёных
-   `verify`, `security`, `commits` выполни fast-forward-only merge. Если `main`
-   изменился, согласуй историю и повтори проверки кандидата.
-4. Получи удалённый `main`, сравни его HEAD с проверенным release SHA и версией
+   открой PR в **`develop`** с заголовком `chore(release): X.Y.Z`. После зелёных
+   `verify`, `security`, `commits` выполни fast-forward-only merge. Если
+   `develop` изменился, обнови release-ветку и повтори проверки кандидата.
+4. Открой PR `develop → main` с тем же заголовком и слей fast-forward-only.
+5. Получи удалённый `main`, сравни его HEAD с проверенным release SHA и версией
    manifest/lockfile. Создай аннотированный `vX.Y.Z` именно на этом SHA:
    `git tag -a vX.Y.Z <release-sha> -m "Release X.Y.Z"`, затем отправь только
    `git push origin refs/tags/vX.Y.Z`. Не запускай release-it повторно на `main`.
-5. Верни release-коммит через PR `main → develop` без squash/rebase; проверь,
-   что `develop` содержит тег. Опубликованные теги не перемещай. При сбое после
-   merge создай отсутствующий тег без нового bump; до merge исправь и проверь
-   существующий кандидат без повторного повышения версии.
+Обратная синхронизация не нужна: release-коммит попал в `develop` на шаге 3.
+Опубликованные теги не перемещай. При сбое после merge создай отсутствующий тег
+без нового bump; до merge исправь и проверь существующий кандидат без
+повторного повышения версии.
+
+Freeze релиза не поддерживается: пока открыт релизный PR, `develop` не двигают.
+Срочный fix — обычная ветка `fix/*` от `develop` с последующим релизом;
+пути от `main` нет, он сделал бы `main` не-предком `develop`. Исключение
+требует явного решения: `release/hotfix-<name>` от `main`, PR в `main`, тег,
+затем merge `main → develop` для восстановления инварианта.
 
 `feat:` повышает minor, `fix:`/`perf:` и прочие разрешённые типы — patch;
 `!`/`BREAKING CHANGE:` — major, включая версии до 1.0. `chore(release):`
 исключён из рекомендации и changelog. Конфигурация — `.release-it.json`.
 В Gitea для `main`/`develop` должны быть запрещены прямой/force push и обход
-администратором, обязательны `verify`, `security`, `commits`; теги `v*` защищены.
+администратором, включена блокировка устаревшей ветки, обязательны `verify`,
+`security`, `commits`; теги `v*` защищены. Линейность обеспечивают merge styles
+репозитория: merge-коммиты и rebase `--no-ff` выключены, доступны squash,
+rebase-merge и fast-forward-only; стиль по умолчанию — squash.
 Workflow сам не включает эти настройки. Отдельное review approval для одного
 владельца не требуется. Npm publishing, deploy и Gitea Releases не включены.

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
@@ -64,17 +54,11 @@
     }
   },
   "src/modules/investments/instruments/application/catalog-discovery.service.ts": {
-    "sonarjs/cognitive-complexity": {
-      "count": 1
-    },
     "sonarjs/no-nested-conditional": {
       "count": 1
     }
   },
   "src/modules/investments/instruments/application/catalog-enrichment.service.ts": {
-    "sonarjs/cognitive-complexity": {
-      "count": 2
-    },
     "sonarjs/no-nested-conditional": {
       "count": 1
     }
@@ -107,11 +91,6 @@
       "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
@@ -154,30 +133,14 @@
       "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
     }
   },
   "src/modules/investments/tbank-sync/tbank-sync.service.ts": {
-    "sonarjs/cognitive-complexity": {
-      "count": 3
-    },
     "sonarjs/no-nested-conditional": {
-      "count": 7
-    }
-  },
-  "src/modules/investments/upcoming-events/upcoming-events.service.ts": {
-    "sonarjs/cognitive-complexity": {
-      "count": 1
+      "count": 6
     }
   },
   "test/bank-cards-durability.cjs": {

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/**']),
@@ -34,7 +37,7 @@ export default defineConfig(
     linterOptions: { reportUnusedDisableDirectives: 'error' },
     settings: {
       'import-x/resolver-next': [createTypeScriptImportResolver()],
-      'node': { tryExtensions: ['.ts', '.js', '.json', '.node'], version: '24.21.0' },
+      'node': { tryExtensions: ['.ts', '.js', '.json', '.node'], version: '24.22.1' },
     },
     rules: {
       'curly': ['error', 'multi-line'],
@@ -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.json

@@ -1,20 +1,21 @@
 {
   "name": "wealth-ledger-backend",
-  "version": "0.2.3",
+  "version": "2.3.0",
   "description": "",
   "author": "",
   "private": true,
   "license": "UNLICENSED",
   "engines": {
-    "node": "v24.21.0"
+    "node": "v24.22.1"
   },
   "scripts": {
     "build": "prisma generate && nest build",
     "openapi:generate": "npm run build && node scripts/generate-openapi.cjs",
+    "openapi:check": "npm run build && node scripts/generate-openapi.cjs --check",
     "format": "npm run lint:fix",
     "start": "nest start",
     "start:dev": "NODE_ENV=development nest start --watch --path tsconfig.dev.json",
-    "start:debug": "nest start --debug --watch --path tsconfig.dev.json",
+    "start:debug": "NODE_ENV=development nest start --debug --watch --path tsconfig.dev.json",
     "start:prod": "node dist/src/main.js",
     "lint": "npm run lint:check",
     "lint:check": "eslint . --max-warnings=0",
@@ -26,92 +27,107 @@
     "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",
     "test:openapi-contract": "npm run build && node test/sqlite.cjs openapi-contract.e2e-spec.ts",
-    "verify": "npm run lint && npm run test:lint && npm run typecheck:app && npm run typecheck:test && npm run test:cov -- --runInBand && npm run build",
+    "verify": "prisma generate && npm run lint && npm run test:lint && npm run typecheck:app && npm run typecheck:test && npm run test:cov -- --runInBand && nest build",
     "release:preview": "release-it --dry-run --ci",
     "release:prepare": "release-it --ci",
     "commitlint": "commitlint",
     "test:lint": "node --test test/eslint-config.cjs"
   },
   "dependencies": {
-    "@grpc/grpc-js": "1.14.4",
+    "@grpc/grpc-js": "1.14.6",
     "@grpc/proto-loader": "0.8.1",
-    "@nestjs/common": "12.0.1",
-    "@nestjs/config": "12.0.0",
-    "@nestjs/core": "12.0.1",
-    "@nestjs/jwt": "12.0.1",
+    "@nestjs/common": "12.2.0",
+    "@nestjs/config": "12.0.1",
+    "@nestjs/core": "12.2.0",
+    "@nestjs/jwt": "12.0.3",
     "@nestjs/passport": "12.0.0",
-    "@nestjs/platform-express": "12.0.1",
-    "@nestjs/swagger": "12.0.1",
-    "@prisma/adapter-better-sqlite3": "7.10.0",
-    "@prisma/client": "7.10.0",
+    "@nestjs/platform-express": "12.2.0",
+    "@nestjs/swagger": "12.0.4",
+    "@prisma/adapter-better-sqlite3": "7.10.1",
+    "@prisma/client": "7.10.1",
     "bcrypt": "6.0.0",
-    "better-sqlite3": "13.0.3",
+    "better-sqlite3": "12.11.1",
     "cheerio": "1.2.0",
     "class-transformer": "0.5.1",
     "class-validator": "0.15.1",
     "cookie-parser": "1.4.7",
     "dotenv": "17.4.2",
-    "lru-cache": "11.5.2",
-    "nestjs-pino": "5.1.0",
+    "lru-cache": "11.5.3",
+    "nestjs-pino": "5.3.1",
     "passport": "0.7.0",
     "passport-jwt": "4.0.1",
     "pino-http": "11.0.0",
-    "prisma": "7.10.0",
+    "prisma": "7.10.1",
     "reflect-metadata": "0.2.2",
     "rxjs": "7.8.2"
   },
   "devDependencies": {
-    "@commitlint/cli": "21.2.2",
-    "@commitlint/config-conventional": "21.2.2",
-    "@darraghor/eslint-plugin-nestjs-typed": "7.5.6",
+    "@commitlint/cli": "21.2.4",
+    "@commitlint/config-conventional": "21.2.4",
+    "@darraghor/eslint-plugin-nestjs-typed": "7.5.8",
     "@eslint/js": "10.0.1",
-    "@nestjs/cli": "12.0.0",
-    "@nestjs/schematics": "12.0.1",
-    "@nestjs/testing": "12.0.1",
-    "@release-it/conventional-changelog": "12.0.0",
+    "@nestjs/cli": "12.0.10",
+    "@nestjs/schematics": "12.0.10",
+    "@nestjs/testing": "12.2.0",
+    "@release-it/conventional-changelog": "12.0.2",
     "@stylistic/eslint-plugin": "5.10.0",
     "@types/bcrypt": "6.0.0",
     "@types/cookie-parser": "1.4.10",
     "@types/express": "5.0.6",
     "@types/jest": "30.0.0",
-    "@types/node": "24.13.4",
+    "@types/node": "24.19.2",
     "@types/passport-jwt": "4.0.1",
     "@types/supertest": "7.2.1",
-    "conventional-changelog-conventionalcommits": "10.4.0",
-    "eslint": "10.11.0",
+    "conventional-changelog-conventionalcommits": "10.4.1",
+    "eslint": "10.13.0",
     "eslint-import-resolver-typescript": "4.4.5",
     "eslint-plugin-import-x": "4.17.1",
-    "eslint-plugin-jest": "29.16.6",
-    "eslint-plugin-n": "18.4.0",
-    "eslint-plugin-perfectionist": "5.12.1",
+    "eslint-plugin-jest": "29.17.0",
+    "eslint-plugin-n": "18.5.0",
+    "eslint-plugin-perfectionist": "5.13.0",
     "eslint-plugin-regexp": "3.3.1",
-    "eslint-plugin-security": "4.1.0",
-    "eslint-plugin-sonarjs": "4.2.1",
-    "globals": "17.12.0",
-    "jest": "30.5.1",
-    "release-it": "21.0.2",
-    "source-map-support": "0.5.21",
-    "supertest": "7.2.2",
-    "ts-jest": "29.4.12",
+    "eslint-plugin-security": "4.2.0",
+    "eslint-plugin-sonarjs": "4.2.2",
+    "globals": "17.13.0",
+    "jest": "30.5.2",
+    "pino-pretty": "13.2.0",
+    "release-it": "21.1.1",
+    "supertest": "7.3.1",
+    "ts-jest": "29.4.15",
     "ts-loader": "9.6.2",
     "ts-node": "10.9.2",
     "tsconfig-paths": "4.2.0",
     "typescript": "6.0.3",
-    "typescript-eslint": "8.70.1"
+    "typescript-eslint": "8.72.0"
   },
   "overrides": {
+    "proxy-addr": "2.0.8",
+    "express": {
+      "body-parser": "2.4.0"
+    },
     "@nestjs/platform-express": {
-      "multer": "2.3.0"
+      "multer": "2.5.0"
+    },
+    "ajv": {
+      "fast-uri": "3.1.9"
     },
     "@prisma/config@7.10.0": {
       "deepmerge-ts": "8.0.2"
     },
+    "release-it": {
+      "basic-ftp": "6.2.3",
+      "undici": "7.30.1"
+    },
+    "socks": {
+      "ip-address": "10.7.4"
+    },
     "prisma": {
-      "mysql2": "3.24.4"
+      "mysql2": "3.24.6"
     }
   },
   "jest": {
@@ -138,7 +154,6 @@
     "better-sqlite3@12.11.1": true,
     "fsevents@2.3.3": true,
     "protobufjs@7.6.5": true,
-    "unrs-resolver@1.12.2": true,
-    "better-sqlite3@13.0.3": true
+    "unrs-resolver@1.12.2": true
   }
 }

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',

scripts/generate-openapi.cjs

@@ -1,5 +1,10 @@
 const { randomBytes } = require('node:crypto');
-const { writeFile } = require('node:fs/promises');
+const { readFile, rename, rm, writeFile } = require('node:fs/promises');
+const { resolve } = require('node:path');
+
+// Relative to the working directory, as before: the contract test runs the script in a temporary directory.
+const target = resolve(process.cwd(), 'openapi.json');
+const checkOnly = process.argv.includes('--check');
 
 // Schema generation needs no deployment configuration or real credentials.
 Object.assign(process.env, {
@@ -19,23 +24,48 @@ const { NestFactory } = require('@nestjs/core');
 const { AppModule } = require('../dist/src/app.module.js');
 const { API_PREFIX, createOpenApiDocument } = require('../dist/src/openapi.js');
 
-async function generate() {
+async function render() {
   const app = await NestFactory.create(AppModule, {
     preview: true,
     logger: false,
   });
   try {
     app.setGlobalPrefix(API_PREFIX);
-    await writeFile(
-      'openapi.json',
-      JSON.stringify(createOpenApiDocument(app), null, 2) + '\n',
-    );
+    return JSON.stringify(createOpenApiDocument(app), null, 2) + '\n';
   } finally {
     await app.close();
   }
 }
 
-generate().catch((error) => {
-  console.error(error);
-  process.exitCode = 1;
-});
+// Read-only: compares the runtime document with the committed artifact and never writes.
+async function check(content) {
+  const current = await readFile(target, 'utf8').catch(() => null);
+  if (current !== content) {
+    console.error(
+      'openapi.json is out of date with the runtime schema. Run `npm run openapi:generate`.',
+    );
+    process.exitCode = 1;
+    return;
+  }
+  console.log('openapi.json matches the runtime schema.');
+}
+
+// Atomic update: write a sibling temp file, then rename over the target, so a failed run never leaves partial output.
+async function update(content) {
+  const temp = `${target}.${process.pid}.tmp`;
+  try {
+    // eslint-disable-next-line security/detect-non-literal-fs-filename -- Operator-selected working directory and fixed artifact name; no request input.
+    await writeFile(temp, content);
+    // eslint-disable-next-line security/detect-non-literal-fs-filename -- Operator-selected working directory and fixed artifact name; no request input.
+    await rename(temp, target);
+  } finally {
+    await rm(temp, { force: true });
+  }
+}
+
+render()
+  .then((content) => (checkOnly ? check(content) : update(content)))
+  .catch((error) => {
+    console.error(error);
+    process.exitCode = 1;
+  });

src/app.module.ts

@@ -1,10 +1,8 @@
 import { Module } from '@nestjs/common';
-import { ConfigModule, ConfigService } from '@nestjs/config';
-import { LoggerModule } from 'nestjs-pino';
-import { randomUUID } from 'node:crypto';
+import { ConfigModule } from '@nestjs/config';
 
 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/dto-validation.spec.ts

@@ -1,6 +1,6 @@
 import { BadRequestException, ValidationPipe } from '@nestjs/common';
 
-import { CredentialsDto } from '../modules/auth/presentation/auth.dto';
+import { LoginDto, RegisterDto } from '../modules/auth/presentation/auth.dto';
 import {
   CreateBankCardDto,
   UpdateBankCardDto,
@@ -11,7 +11,7 @@ describe('DTO validation', () => {
     forbidUnknownValues: true, transform: true, whitelist: true });
 
   it('requires credentials and normalizes a valid email', async () => {
-    const metadata = { type: 'body' as const, metatype: CredentialsDto };
+    const metadata = { type: 'body' as const, metatype: RegisterDto };
     await expect(pipe.transform({}, metadata)).rejects.toBeInstanceOf(
       BadRequestException,
     );
@@ -29,6 +29,59 @@ describe('DTO validation', () => {
     });
   });
 
+  // Test intent: register accepts 8..72 printable ASCII characters only (bcrypt
+  // reads 72 bytes, so non-ASCII could be silently truncated); login only caps
+  // bytes so accounts created under the older policy can still sign in.
+  describe('password policy', () => {
+    const register = { type: 'body' as const, metatype: RegisterDto };
+    const login = { type: 'body' as const, metatype: LoginDto };
+    const body = (password: string) => ({ email: 'user@example.com', password });
+    const accepts = (value: unknown, metadata: typeof login | typeof register) =>
+      pipe.transform(value, metadata).then(
+        () => true,
+        (error: unknown) => {
+          if (!(error instanceof BadRequestException)) throw error;
+          return false;
+        },
+      );
+
+    it.each([
+      ['7 chars', 'a'.repeat(7), false],
+      ['8 chars', 'a'.repeat(8), true],
+      ['72 chars', 'a'.repeat(72), true],
+      ['73 chars', 'a'.repeat(73), false],
+      ['all printable symbols and space', 'Aa1 !~"#$%&\'()*+,-./:;<=>?@[\\]^_`{|}', true],
+      ['Cyrillic, 8+ chars', 'пароль-пароль', false],
+      ['emoji', 'passw😀rd', false],
+      ['tab', 'pass\tword1', false],
+      ['newline', 'password1\n', false],
+      ['DEL', 'password\x7f1', false],
+      ['non-string', 12345678, false],
+    ])('register: %s', async (_, password, accepted) => {
+      await expect(accepts(body(password as string), register)).resolves.toBe(accepted);
+    });
+
+    it('register keeps raw whitespace untouched', async () => {
+      const password = '  spaced pass  ';
+      await expect(pipe.transform(body(password), register)).resolves.toEqual(
+        body(password),
+      );
+    });
+
+    it.each([
+      ['legacy Cyrillic password', 'пароль-пароль', true],
+      ['short legacy password', 'short', true],
+      ['72 bytes', 'a'.repeat(72), true],
+      ['73 bytes', 'a'.repeat(73), false],
+      ['36 Cyrillic letters = 72 bytes', 'я'.repeat(36), true],
+      ['37 Cyrillic letters = 74 bytes', 'я'.repeat(37), false],
+      ['empty', '', false],
+      ['non-string', 12345678, false],
+    ])('login: %s', async (_, password, accepted) => {
+      await expect(accepts(body(password as string), login)).resolves.toBe(accepted);
+    });
+  });
+
   it('requires and validates nested money in a new card', async () => {
     const metadata = { type: 'body' as const, metatype: CreateBankCardDto };
     const card = {

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.spec.ts

@@ -1,24 +1,29 @@
-import { ArgumentsHost } from '@nestjs/common';
+import { ArgumentsHost, BadRequestException } from '@nestjs/common';
 
+import { StructuredLogger } from '../logging/structured-logger.service';
 import { HttpExceptionFilter } from './http-exception.filter';
 
 describe('HttpExceptionFilter', () => {
-  it('does not expose internal error details', () => {
+  const setup = () => {
     const status = jest.fn().mockReturnThis();
     const type = jest.fn().mockReturnThis();
     const json = jest.fn();
     const locals: Record<string, unknown> = {};
-    const filter = new HttpExceptionFilter();
+    const logger = { event: jest.fn() };
+    const filter = new HttpExceptionFilter(logger as unknown as StructuredLogger);
     const host = {
       switchToHttp: () => ({
         getResponse: () => ({ status, type, json, locals }),
       }),
     } as unknown as ArgumentsHost;
+    return { filter, host, status, type, json, locals, logger };
+  };
 
-    filter.catch(
-      new Error('operation failed\npassword: SYNTHETIC_AUDIT_SECRET'),
-      host,
-    );
+  it('logs unhandled errors with name and stack frames but never the message', () => {
+    const { filter, host, status, type, json, locals, logger } = setup();
+    const error = new Error('operation failed\npassword: SYNTHETIC_AUDIT_SECRET');
+
+    filter.catch(error, host);
 
     expect(status).toHaveBeenCalledWith(500);
     expect(type).toHaveBeenCalledWith('application/problem+json');
@@ -27,6 +32,29 @@ describe('HttpExceptionFilter', () => {
       code: 'INTERNAL_SERVER_ERROR',
     });
     expect(locals.publicErrorCode).toBe('INTERNAL_SERVER_ERROR');
-    expect(locals.errorStack).toBeUndefined();
+    expect(logger.event).toHaveBeenCalledTimes(1);
+    const [level, event, fields] = logger.event.mock.calls[0] as [string, string, Record<string, unknown>];
+    expect(level).toBe('error');
+    expect(event).toBe('http.request.unhandled');
+    expect(fields).toMatchObject({ code: 'INTERNAL_SERVER_ERROR', errorName: 'Error' });
+    expect(JSON.stringify(fields)).not.toContain('SYNTHETIC_AUDIT_SECRET');
+    expect(String(fields['errorStack']).split('\n').every((line) => line.startsWith('    at '))).toBe(true);
+  });
+
+  it('logs field pointers without values for validation errors', () => {
+    const { filter, host, status, logger, locals } = setup();
+    const exception = new BadRequestException({
+      message: [
+        { property: 'amount', constraints: { isPositive: 'amount must be positive' }, value: -42 },
+        { property: 'amount', constraints: { min: 'amount too small' }, value: -42 },
+      ],
+    });
+
+    filter.catch(exception, host);
+
+    expect(status).toHaveBeenCalledWith(400);
+    expect(locals.invalidFields).toBe('#/amount');
+    expect(logger.event).not.toHaveBeenCalled();
+    expect(JSON.stringify(locals)).not.toContain('-42');
   });
 });

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

@@ -9,42 +9,73 @@ import {
   ValidationError,
 } from '@nestjs/common';
 
+import { HttpErrorCode } from '../error-code';
+import { StructuredLogger } from '../logging/structured-logger.service';
+
 @Catch()
 export class HttpExceptionFilter implements ExceptionFilter {
+  constructor(private readonly logger: StructuredLogger) {}
+
   catch(exception: unknown, host: ArgumentsHost): void {
     const context = host.switchToHttp();
     const response = context.getResponse<Response>();
     const status =
-      exception instanceof HttpException ?
-          exception.getStatus() :
-        HttpStatus.INTERNAL_SERVER_ERROR;
+      exception instanceof HttpException
+        ? exception.getStatus()
+        : HttpStatus.INTERNAL_SERVER_ERROR;
 
     const payload =
       exception instanceof HttpException ? exception.getResponse() : undefined;
     const isValidation = Array.isArray(
       (payload as { message?: unknown })?.message,
     );
-    const code = isValidation ?
-      'VALIDATION_ERROR' :
-        this.codeFor(status, payload);
+    const code = isValidation
+      ? HttpErrorCode.ValidationError
+      : this.codeFor(status, payload);
     response.locals ??= {};
     response.locals.publicErrorCode = code;
+    if (isValidation) {
+      response.locals.invalidFields = [
+        ...new Set(
+          this.validationErrors(
+            (payload as { message: ValidationError[] }).message,
+          ).map((error) => error.pointer),
+        ),
+      ].join(',');
+    }
+    if (!(exception instanceof HttpException)) {
+      this.logUnhandled(exception, code);
+    }
     response
       .status(status)
       .type('application/problem+json')
       .json({
         status,
         code,
-        ...(isValidation ?
-            {
+        ...(isValidation
+          ? {
               errors: this.validationErrors(
                 (payload as { message: ValidationError[] }).message,
               ),
-            } :
-            {}),
+            }
+          : {}),
       });
   }
 
+  // ponytail: stack содержит текст message в первой строке; оставляем только кадры, message не пишем.
+  private logUnhandled(exception: unknown, code: string): void {
+    const error = exception instanceof Error ? exception : undefined;
+    const frames = (error?.stack ?? '')
+      .split('\n')
+      .filter((line) => line.startsWith('    at '))
+      .join('\n');
+    this.logger.event('error', 'http.request.unhandled', {
+      code,
+      errorName: error?.name ?? typeof exception,
+      errorStack: frames,
+    });
+  }
+
   private codeFor(status: number, payload: unknown): string {
     if (typeof payload === 'object' && payload !== null && 'code' in payload) {
       const code = (payload as { code?: unknown }).code;
@@ -53,12 +84,12 @@ 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',
-        401: 'UNAUTHORIZED',
-        404: 'NOT_FOUND',
-        415: 'UNSUPPORTED_MEDIA_TYPE',
-        500: 'INTERNAL_SERVER_ERROR',
-      }[status] ?? 'INTERNAL_SERVER_ERROR'
+        400: HttpErrorCode.BadRequest,
+        401: HttpErrorCode.Unauthorized,
+        404: HttpErrorCode.NotFound,
+        415: HttpErrorCode.UnsupportedMediaType,
+        500: HttpErrorCode.InternalServerError,
+      }[status] ?? HttpErrorCode.InternalServerError
     );
   }
 

src/common/logging/logging.module.ts

@@ -1,16 +1,71 @@
-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 { RequestLoggingMiddleware } from './request-logging.middleware';
+import { Global, Module } from '@nestjs/common';
+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 } : {}),
+    ...(typeof response.locals.invalidFields === 'string' ? { invalidFields: response.locals.invalidFields } : {}),
+  };
+}
+
+export function loggingOptions(config: ConfigService<Environment, true>): Options<Request, Response> {
+  return {
+    level: config.getOrThrow('LOG_LEVEL'),
+    messageKey: 'message',
+    // ponytail: development-only pretty output; production never loads pino-pretty.
+    ...(process.env['NODE_ENV'] === 'development'
+      ? { transport: { target: 'pino-pretty', options: { colorize: true, singleLine: true, 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: [
-    RequestContextService,
-    RequestLoggingMiddleware,
-    StructuredLogger,
-  ],
-  exports: [RequestContextService, RequestLoggingMiddleware, StructuredLogger],
+  imports: [LoggerModule.forRootAsync<Request, Response>({
+    inject: [ConfigService],
+    useFactory: (config: ConfigService<Environment, true>) => ({ pinoHttp: loggingOptions(config), assignResponse: true }),
+  })],
+  providers: [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(context as never, pino as never);
+    const logger = new StructuredLogger(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(context as never, pino as never);
+    const logger = new StructuredLogger(pino as never);
 
     logger.event('debug', 'debug event');
     logger.event('warn', 'warn event');

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

@@ -1,36 +1,40 @@
 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',
+  'channelState',
   'clientRequestId',
   'code',
   'count',
   'durationMs',
   'environment',
+  'errorName',
+  'errorStack',
   'found',
   'grpcCode',
+  'headersReceived',
+  'invalidFields',
   'method',
+  'networkMs',
   'operation',
+  'queueWaitMs',
   'requestId',
   'route',
   'service',
   'status',
+  'trackingId',
   'userId',
 ]);
 
 @Injectable()
 export class StructuredLogger implements OnApplicationShutdown {
-  constructor(
-    private readonly requestContext: RequestContextService,
-    private readonly pino: PinoLogger,
-  ) {}
+  constructor(private readonly pino: PinoLogger) {}
 
   info(message: string, context?: LogContext): void {
     this.write('info', message, context);
@@ -51,7 +55,7 @@ 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 ?
-        { TBANK_CA_CERT_PATH: tbankCaCertPath } :
-        {}),
+    ...(typeof tbankCaCertPath === 'string' && 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() ?
-          [{ identifierType: 'uid', identifier: identity.instrumentUid.trim() }] :
-          []),
-      ...(identity.figi?.trim() ?
-          [{ identifierType: 'figi', identifier: identity.figi.trim() }] :
-          []),
+      ...(identity.instrumentUid?.trim()
+        ? [{ identifierType: 'uid', identifier: identity.instrumentUid.trim() }]
+        : []),
+      ...(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) ?
-                  UNCHANGED_REVISION_INCREMENT :
-                  REVISION_INCREMENT,
+                increment: isDeepStrictEqual(previous?.metadata, payload)
+                  ? UNCHANGED_REVISION_INCREMENT
+                  : REVISION_INCREMENT,
               },
             },
           });
@@ -256,9 +256,9 @@ export class InstrumentMetadataRepository {
             matchedUids,
             fetchedAt: now,
             dataRevision: {
-              increment: isDeepStrictEqual(previous?.matchedUids, matchedUids) ?
-                UNCHANGED_REVISION_INCREMENT :
-                REVISION_INCREMENT,
+              increment: isDeepStrictEqual(previous?.matchedUids, matchedUids)
+                ? UNCHANGED_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:
-      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,
+    fresh: complete,
     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 +121,23 @@ export class TbankAccessService {
     return work ? this.tokens.decrypt(work.connection.encryptedToken) : null;
   }
 
+  // Online reads: a permanent upstream auth refusal becomes 400/INVALID_TBANK_TOKEN here, once, for every caller.
+  async online<T>(
+    userId: string,
+    run: (connection: { revision: string; token: string }) => Promise<T>,
+  ): Promise<T> {
+    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 });
+    }
+    const token = this.tokens.decrypt(connection.encryptedToken);
+    return this.tokens.translateInvalidToken(() => run({ revision: connection.revision, token }));
+  }
+
   async publishMembership(
     attempt: TbankSyncAttempt,
     accounts: TbankAccount[],
@@ -191,6 +209,17 @@ 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 +234,7 @@ 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 +265,10 @@ 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' },
-  ACCOUNT_TYPE_TINKOFF_IIS: {
+  [TbankAccountType.Tinkoff]: { type: 'BROKERAGE', name: 'Брокерский счет' },
+  [TbankAccountType.TinkoffIis]: {
     type: 'INDIVIDUAL_INVESTMENT',
     name: 'ИИС',
   },
-  ACCOUNT_TYPE_INVEST_BOX: { type: 'INVEST_BOX', name: 'Инвесткопилка' },
-  ACCOUNT_TYPE_INVEST_FUND: {
+  [TbankAccountType.InvestBox]: { type: 'INVEST_BOX', name: 'Инвесткопилка' },
+  [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,
-  portfolio: 60_000,
-  quote: 60_000,
-  candleTail: 60_000,
-  operationsTail: 300_000,
-  metadata: 86_400_000,
-  catalog: 86_400_000,
-  company: 86_400_000,
-  calendar: 86_400_000,
+  membership: 3_600_000,
+  portfolio: 3_600_000,
+  quote: 3_600_000,
+  candleTail: 3_600_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') {
-        throw new BadRequestException({ code: 'INVALID_TBANK_TOKEN' });
+      if (error instanceof Error && isTbankErrorCode(error.message, TbankErrorCode.InvalidToken)) {
+        throw new BadRequestException({ code: TbankErrorCode.InvalidToken });
       }
       throw error;
     }

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

@@ -1,6 +1,8 @@
-import { status } from '@grpc/grpc-js';
+import { Metadata, status } from '@grpc/grpc-js';
 import { NotFoundException, ServiceUnavailableException } from '@nestjs/common';
+import { EventEmitter } from 'node:events';
 
+import { TbankOperationState } from './tbank-protocol';
 import { TbankClient } from './tbank.client';
 
 describe('TbankClient operations', () => {
@@ -10,7 +12,7 @@ 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 () => {
@@ -135,6 +137,70 @@ describe('TbankClient operations', () => {
     );
     jest.useRealTimers();
   });
+
+  it('distinguishes a gRPC deadline from queue delay without logging upstream secrets', async () => {
+    const logger = { event: jest.fn() };
+    const client = Object.assign(Object.create(TbankClient.prototype) as TbankClient, {
+      logger,
+      queue: { size: 0, run: (operation: () => Promise<unknown>) => operation() },
+    });
+    const channel = { getConnectivityState: () => 1 };
+    const service = {
+      getChannel: () => channel,
+      getAccounts: (_input: unknown, _metadata: unknown, _options: unknown, callback: (error: unknown) => void) => {
+        const call = new EventEmitter();
+        void Promise.resolve().then(() => callback({ code: status.DEADLINE_EXCEEDED, details: 'Bearer secret' }));
+        return call;
+      },
+    };
+    const invoke = (client as unknown as { call: (token: string, service: unknown, method: string, input: object) => Promise<unknown> }).call.bind(client);
+    jest.useFakeTimers();
+    try {
+      const failed = invoke('secret', service, 'getAccounts', {});
+      await Promise.all([
+        expect(failed).rejects.toBeInstanceOf(ServiceUnavailableException),
+        jest.advanceTimersByTimeAsync(1000),
+      ]);
+      expect(logger.event).toHaveBeenLastCalledWith('error', 'tbank.rpc.failed', expect.objectContaining({
+        operation: 'getAccounts', grpcCode: status.DEADLINE_EXCEEDED,
+        queueWaitMs: 0, channelState: 'CONNECTING', headersReceived: false,
+      }));
+      const [, , fields] = logger.event.mock.calls.at(-1) as [string, string, { networkMs: unknown }];
+      expect(typeof fields.networkMs).toBe('number');
+      expect(JSON.stringify(logger.event.mock.calls)).not.toContain('secret');
+    } finally {
+      jest.useRealTimers();
+    }
+  });
+
+  it('records response headers and a validated upstream tracking ID', async () => {
+    const logger = { event: jest.fn() };
+    const client = Object.assign(Object.create(TbankClient.prototype) as TbankClient, {
+      logger,
+      queue: { size: 0, run: (operation: () => Promise<unknown>) => operation() },
+    });
+    const headers = new Metadata();
+    headers.set('x-tracking-id', '123e4567-e89b-12d3-a456-426614174000');
+    headers.set('authorization', 'Bearer secret');
+    const service = {
+      getChannel: () => ({ getConnectivityState: () => 2 }),
+      getAccounts: (_input: unknown, _metadata: unknown, _options: unknown, callback: (error: null, response: object) => void) => {
+        const call = new EventEmitter();
+        void Promise.resolve().then(() => {
+          call.emit('metadata', headers);
+          callback(null, { accounts: [] });
+        });
+        return call;
+      },
+    };
+    const invoke = (client as unknown as { call: (token: string, service: unknown, method: string, input: object) => Promise<unknown> }).call.bind(client);
+    await expect(invoke('secret', service, 'getAccounts', {})).resolves.toEqual({ accounts: [] });
+    expect(logger.event).toHaveBeenLastCalledWith('debug', 'tbank.rpc.completed', expect.objectContaining({
+      channelState: 'READY', headersReceived: true,
+      trackingId: '123e4567-e89b-12d3-a456-426614174000',
+    }));
+    expect(JSON.stringify(logger.event.mock.calls)).not.toContain('secret');
+  });
 });
 
 describe('TbankClient metadata retries', () => {
@@ -175,46 +241,30 @@ 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 jest.advanceTimersByTimeAsync(1999);
+    await expect(client.getInstrumentByFigi('token', 'figi')).rejects.toBeInstanceOf(ServiceUnavailableException);
     expect(queue.run).not.toHaveBeenCalled();
-    queue.size = 49;
-    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');
+    expect(jest.getTimerCount()).toBe(0);
   });
 
   it('does not bypass queue admission after an upstream failure', async () => {
@@ -222,42 +272,22 @@ 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;
-    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(await result).toBeInstanceOf(ServiceUnavailableException);
     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 +347,141 @@ 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

@@ -2,6 +2,7 @@ import {
   ChannelCredentials,
   Client,
   ClientUnaryCall,
+  connectivityState,
   loadPackageDefinition,
   Metadata,
   ServiceError,
@@ -29,6 +30,15 @@ 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 +48,8 @@ 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;
@@ -53,6 +61,13 @@ type Unary<Request, Response> = (
   callback: (error: null | ServiceError, response: Response) => void,
 ) => ClientUnaryCall;
 type TbankClientService = Client & Record<string, Unary<never, never>>;
+type RpcDiagnostics = {
+  channelState?: string;
+  headersReceived?: boolean;
+  networkMs?: number;
+  queueWaitMs?: number;
+  trackingId?: string;
+};
 export type TbankDecimal = { nano?: number | string; units?: number | string };
 export type TbankMoney = TbankDecimal & { currency?: string };
 export type TbankAccount = {
@@ -115,7 +130,7 @@ export type TbankOperationsByCursorRequest = {
   from?: TbankTimestamp;
   instrumentId?: string;
   limit?: number;
-  state: 'OPERATION_STATE_EXECUTED';
+  state: TbankOperationState.Executed;
   to?: TbankTimestamp;
 };
 export type TbankOperationsByCursorResponse = {
@@ -205,10 +220,10 @@ 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();
+      ? ChannelCredentials.createSsl(readFileSync(caPath))
+      : ChannelCredentials.createSsl();
     const endpoint = config.getOrThrow<string>('TBANK_GRPC_ENDPOINT');
     const create = (name: string) =>
       new (
@@ -256,7 +271,7 @@ export class TbankClient {
       token,
       this.users,
       'getAccounts',
-      { status: 'ACCOUNT_STATUS_OPEN' },
+      { status: TbankAccountStatus.Open },
     ).then((response) => response.accounts ?? []);
   }
 
@@ -279,14 +294,14 @@ 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 +329,40 @@ 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 +370,7 @@ export class TbankClient {
       'findInstrument',
       {
         query,
-        instrumentKind: 'INSTRUMENT_TYPE_BOND',
+        instrumentKind: TbankInstrumentType.Bond,
       },
     ).then((response) => response.instruments ?? []);
   }
@@ -337,7 +381,7 @@ export class TbankClient {
       this.sparseInstruments,
       'bondBy',
       {
-        idType: 'INSTRUMENT_ID_TYPE_UID',
+        idType: InstrumentIdType.Uid,
         id: uid,
       },
     ).then((response) => response.instrument ?? null);
@@ -367,7 +411,7 @@ export class TbankClient {
       this.instruments,
       'shareBy',
       {
-        idType: 'INSTRUMENT_ID_TYPE_UID',
+        idType: InstrumentIdType.Uid,
         id: uid,
       },
     ).then((response) => response.instrument ?? null);
@@ -411,12 +455,6 @@ 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 +484,7 @@ 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 +492,7 @@ 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 {
@@ -478,63 +516,63 @@ 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 <= maxAttempts; attempts += ATTEMPT_INCREMENT) {
+    for (let attempts = FIRST_ATTEMPT; attempts <= RPC_MAX_ATTEMPTS; attempts += ATTEMPT_INCREMENT) {
       const startedAt = performance.now();
       const queueFull = this.queue.size >= MAX_QUEUE_SIZE;
+      const diagnostics: RpcDiagnostics = {};
       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),
-        );
+        const response = await this.queue.run(() => {
+          const sentAt = performance.now();
+          diagnostics.queueWaitMs = Math.round(sentAt - startedAt);
+          return this.request<Response>(
+            token, client, method, request, diagnostics,
+          ).finally(() => {
+            diagnostics.networkMs = Math.round(performance.now() - sentAt);
+          });
+        });
         this.logger.event('debug', 'tbank.rpc.completed', {
           operation: method,
+          ...diagnostics,
           attempts,
           durationMs: Math.round(performance.now() - startedAt),
         });
         return response;
       } catch (error) {
         const grpcCode = (error as ServiceError).code;
-        const failureContext = queueFull ?
-            { code: 'TBANK_UNAVAILABLE' } :
-            { grpcCode };
-        const retryable = queueFull ?
-          metadataCall :
-            [
-              status.DEADLINE_EXCEEDED,
-              status.RESOURCE_EXHAUSTED,
-              status.UNAVAILABLE,
-            ].includes(grpcCode);
-        if (retryable && attempts < maxAttempts) {
+        const failureContext = queueFull
+          ? { code: TbankErrorCode.Unavailable }
+          : { grpcCode };
+        const retryable = !queueFull && [
+          status.DEADLINE_EXCEEDED,
+          status.RESOURCE_EXHAUSTED,
+          status.UNAVAILABLE,
+        ].includes(grpcCode);
+        if (retryable && attempts < RPC_MAX_ATTEMPTS) {
           this.logger.event('warn', 'tbank.rpc.retry', {
             operation: method,
+            ...diagnostics,
             ...failureContext,
             attempts,
             durationMs: Math.round(performance.now() - startedAt),
           });
-          await new Promise((resolve) =>
-            setTimeout(
-              resolve,
-              metadataCall ?
-                attempts * METADATA_RETRY_DELAY_MS :
-                RPC_RETRY_DELAY_MS,
-            ),
-          );
+          await new Promise((resolve) => setTimeout(resolve, RPC_RETRY_DELAY_MS));
           continue;
         }
         this.logger.event('error', 'tbank.rpc.failed', {
           operation: method,
+          ...diagnostics,
           ...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 +580,10 @@ 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>(
@@ -553,17 +591,42 @@ export class TbankClient {
     client: TbankClientService,
     method: string,
     request: object,
+    diagnostics?: RpcDiagnostics,
   ): Promise<Response> {
     return new Promise((resolve, reject) => {
       const metadata = new Metadata();
       metadata.set('Authorization', `Bearer ${token}`);
+      // A channel state is a snapshot, not proof that this particular call reached the server.
+      const channel = diagnostics && client.getChannel();
+      if (diagnostics) diagnostics.headersReceived = false;
       // eslint-disable-next-line security/detect-object-injection -- Service and method names are internal RPC selections, not request input.
-      client[method](
+      const call = client[method](
         request as never,
         metadata,
         { deadline: new Date(Date.now() + requestDeadlineMs) },
-        (error, response) => (error ? reject(error) : resolve(response)),
+        (error, response) => {
+          if (diagnostics && channel) {
+            diagnostics.channelState = connectivityState[
+              channel.getConnectivityState(false)
+            ];
+          }
+          if (error) reject(error);
+          else resolve(response);
+        },
       );
+      if (diagnostics) {
+        call.on('metadata', (headers: Metadata) => {
+          diagnostics.headersReceived = true;
+          const trackingId = headers.get('x-tracking-id')[0];
+          // Only a UUID may enter logs; never forward arbitrary upstream metadata.
+          if (
+            typeof trackingId === 'string' &&
+            /^[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$/i.test(trackingId)
+          ) {
+            diagnostics.trackingId = trackingId;
+          }
+        });
+      }
     });
   }
 }

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,
@@ -40,7 +37,7 @@ export function configureApp(app: INestApplication): void {
       exceptionFactory: (message) => new BadRequestException({ message }),
     }),
   );
-  app.useGlobalFilters(new HttpExceptionFilter());
+  app.useGlobalFilters(new HttpExceptionFilter(app.get(StructuredLogger)));
   app.enableShutdownHooks();
 }
 

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

@@ -8,13 +8,16 @@ 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;
 
 const PASSWORD_HASH_ROUNDS = 12;
-const REFRESH_TTL_MS = 604_800_000;
+export const REFRESH_TTL_MS = 604_800_000;
 
 const ACCESS_TTL = '15m';
 const REFRESH_TTL = '7d';
@@ -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

@@ -21,9 +21,10 @@ import {
 } from '@nestjs/swagger';
 
 import { ApiProblemResponses } from '../../../common/decorators/api-safe-error-response.decorator';
-import { AuthService } from '../application/auth.service';
-import { AccessPayload } from '../application/auth.types';
-import { CredentialsDto } from './auth.dto';
+import { HttpErrorCode } from '../../../common/error-code';
+import { AuthService, REFRESH_TTL_MS } from '../application/auth.service';
+import { AccessPayload, AuthenticationResult } from '../application/auth.types';
+import { LoginDto, RegisterDto } from './auth.dto';
 import { JwtAuthGuard } from './jwt-auth.guard';
 
 const REFRESH_COOKIE = 'refresh_token';
@@ -55,7 +56,7 @@ export class AuthController {
   @HttpCode(HttpStatus.OK)
   @ApiOkResponse({ type: AuthenticationDto })
   async register(
-    @Body() credentials: CredentialsDto,
+    @Body() credentials: RegisterDto,
     @Res({ passthrough: true }) response: Response,
   ) {
     return this.respond(
@@ -68,7 +69,7 @@ export class AuthController {
   @HttpCode(HttpStatus.OK)
   @ApiOkResponse({ type: AuthenticationDto })
   async login(
-    @Body() credentials: CredentialsDto,
+    @Body() credentials: LoginDto,
     @Res({ passthrough: true }) response: Response,
   ) {
     return this.respond(
@@ -84,14 +85,9 @@ export class AuthController {
     @Req() request: Request,
     @Res({ passthrough: true }) response: Response,
   ) {
-    try {
-      const token = this.refreshToken(request);
-      if (!token) throw new UnauthorizedException({ code: 'UNAUTHORIZED' });
-      return this.respond(response, await this.auth.refresh(token));
-    } catch (error) {
-      if (error instanceof UnauthorizedException) this.clearCookie(response);
-      throw error;
-    }
+    const token = this.refreshToken(request);
+    if (!token) throw new UnauthorizedException({ code: HttpErrorCode.Unauthorized });
+    return this.respond(response, await this.auth.refresh(token));
   }
 
   @Post('logout')
@@ -116,11 +112,7 @@ export class AuthController {
 
   private respond(
     response: Response,
-    result: {
-      accessToken: string;
-      refreshToken: string;
-      user: { email: string; id: string };
-    },
+    result: AuthenticationResult,
   ) {
     response.cookie(REFRESH_COOKIE, result.refreshToken, this.cookieOptions());
     return { user: result.user, accessToken: result.accessToken };
@@ -142,6 +134,7 @@ export class AuthController {
       sameSite: 'lax' as const,
       secure: process.env['NODE_ENV'] !== 'development',
       path: COOKIE_PATH,
+      maxAge: REFRESH_TTL_MS,
     };
   }
 }

src/modules/auth/presentation/auth.dto.ts

@@ -1,8 +1,9 @@
 import { ApiProperty } from '@nestjs/swagger';
 import { Transform } from 'class-transformer';
 import {
+  IsNotEmpty,
   IsString,
-  MinLength,
+  Matches,
   Validate,
   ValidatorConstraint,
 } from 'class-validator';
@@ -13,8 +14,10 @@ const FIRST_CHARACTER_INDEX = 0;
 const MAX_EMAIL_LENGTH = 254;
 const ASCII_SPACE = 32;
 const ASCII_DELETE = 127;
-const MIN_PASSWORD_LENGTH = 12;
+// bcrypt reads at most 72 bytes; printable ASCII keeps characters == bytes.
+const MIN_PASSWORD_LENGTH = 8;
 const MAX_PASSWORD_BYTES = 72;
+const PASSWORD_PATTERN = `^[\\x20-\\x7E]{${MIN_PASSWORD_LENGTH},${MAX_PASSWORD_BYTES}}$`;
 
 @ValidatorConstraint({ name: 'email' })
 class EmailConstraint {
@@ -40,8 +43,9 @@ class EmailConstraint {
   }
 }
 
-@ValidatorConstraint({ name: 'passwordBytes' })
-class PasswordBytesConstraint {
+// Login stays lenient: accounts created under an older policy must still sign in.
+@ValidatorConstraint({ name: 'passwordMaxBytes' })
+class PasswordMaxBytesConstraint {
   validate(value: unknown): boolean {
     return (
       typeof value === 'string' &&
@@ -50,11 +54,11 @@ class PasswordBytesConstraint {
   }
 
   defaultMessage(): string {
-    return 'must not exceed 72 UTF-8 bytes';
+    return `must not exceed ${MAX_PASSWORD_BYTES} UTF-8 bytes`;
   }
 }
 
-export class CredentialsDto {
+class EmailDto {
   @ApiProperty({ example: 'user@example.com' })
   @IsString()
   @Transform(({ value }: { value: unknown }) =>
@@ -62,14 +66,28 @@ export class CredentialsDto {
   )
   @Validate(EmailConstraint)
   declare email: string;
+}
 
+export class RegisterDto extends EmailDto {
   @ApiProperty({
-    minLength: MIN_PASSWORD_LENGTH,
-    maxLength: MAX_PASSWORD_BYTES,
+    description: `Raw password: ${MIN_PASSWORD_LENGTH}-${MAX_PASSWORD_BYTES} printable ASCII characters (letters, digits, symbols, space). Not trimmed or normalized.`,
+    pattern: PASSWORD_PATTERN,
     example: 'a secure password',
   })
   @IsString()
-  @MinLength(MIN_PASSWORD_LENGTH)
-  @Validate(PasswordBytesConstraint)
+  @Matches(new RegExp(PASSWORD_PATTERN), {
+    message: `must be ${MIN_PASSWORD_LENGTH}-${MAX_PASSWORD_BYTES} printable ASCII characters`,
+  })
+  declare password: string;
+}
+
+export class LoginDto extends EmailDto {
+  @ApiProperty({
+    description: `Raw password, at most ${MAX_PASSWORD_BYTES} UTF-8 bytes. Not trimmed or normalized.`,
+    example: 'a secure password',
+  })
+  @IsString()
+  @IsNotEmpty()
+  @Validate(PasswordMaxBytesConstraint)
   declare password: string;
 }

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 = {
-  InvalidInput: 'BANK_INVALID_INPUT',
-  VersionConflict: 'BANK_VERSION_CONFLICT',
-  NotFound: 'BANK_NOT_FOUND',
-  InvalidMoney: 'BANK_INVALID_MONEY',
-  InvalidDate: 'BANK_INVALID_DATE',
-  ImmutableOperation: 'BANK_IMMUTABLE_OPERATION',
-  InvalidRefund: 'BANK_INVALID_REFUND',
-  RefundLimit: 'BANK_REFUND_LIMIT',
-  DependentRefunds: 'BANK_DEPENDENT_REFUNDS',
-  IntentConflict: 'BANK_INTENT_CONFLICT',
-  OperationDeleted: 'BANK_OPERATION_DELETED',
-  CardArchived: 'BANK_CARD_ARCHIVED',
-  OpeningDateConflict: 'BANK_OPENING_DATE_CONFLICT',
-  WriteConflict: 'BANK_WRITE_CONFLICT',
-  DuplicateCategory: 'BANK_DUPLICATE_CATEGORY',
-} as const;
-export type BankErrorCode = (typeof BankErrorCode)[keyof typeof BankErrorCode];
+export enum BankErrorCode {
+  CardArchived = 'BANK_CARD_ARCHIVED',
+  DependentRefunds = 'BANK_DEPENDENT_REFUNDS',
+  DuplicateCategory = 'BANK_DUPLICATE_CATEGORY',
+  ImmutableOperation = 'BANK_IMMUTABLE_OPERATION',
+  IntentConflict = 'BANK_INTENT_CONFLICT',
+  InvalidDate = 'BANK_INVALID_DATE',
+  InvalidInput = 'BANK_INVALID_INPUT',
+  InvalidMoney = 'BANK_INVALID_MONEY',
+  InvalidRefund = 'BANK_INVALID_REFUND',
+  NotFound = 'BANK_NOT_FOUND',
+  OpeningDateConflict = 'BANK_OPENING_DATE_CONFLICT',
+  OperationDeleted = 'BANK_OPERATION_DELETED',
+  RefundLimit = 'BANK_REFUND_LIMIT',
+  VersionConflict = 'BANK_VERSION_CONFLICT',
+  WriteConflict = 'BANK_WRITE_CONFLICT',
+}
 
 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 ?
-              (previous.bankName ?? undefined) :
-              (dto.bankName ?? undefined),
+          dto.bankName === undefined ? previous.bankName : dto.bankName,
         lastFour:
-          dto.lastFour === undefined ?
-              (previous.lastFour ?? undefined) :
-              (dto.lastFour ?? undefined),
+          dto.lastFour === undefined ? previous.lastFour : dto.lastFour,
         paymentSystem:
-          dto.paymentSystem === undefined ?
-            previous.paymentSystem :
-            dto.paymentSystem,
+          dto.paymentSystem === undefined
+            ? previous.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 ?
-              {} :
-              {
-                archivedAt: dto.archived ?
-                    (previous.archivedAt ?? new Date()) :
-                  null,
+          ...(dto.archived === undefined
+            ? {}
+            : {
+                archivedAt: dto.archived
+                  ? (previous.archivedAt ?? new Date())
+                  : 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 ?
-        await this.repository.card(tx, row.userId, row.targetCardId) :
-      null;
-    const source = row.originalExpenseId ?
-        await this.repository.operation(tx, row.userId, row.originalExpenseId) :
-      null;
+    const target = row.targetCardId
+      ? await this.repository.card(tx, row.userId, row.targetCardId)
+      : null;
+    const source = row.originalExpenseId
+      ? await this.repository.operation(tx, row.userId, row.originalExpenseId)
+      : null;
     const categoryId = source?.categoryId ?? row.categoryId;
-    const category = categoryId ?
-        await tx.expenseCategory.findFirst({
+    const category = categoryId
+      ? await tx.expenseCategory.findFirst({
           where: { id: categoryId, userId: row.userId },
-        }) :
-      null;
+        })
+      : null;
     const refunds =
-      row.kind === BankOperationKind.Expense || source ?
-          await tx.bankCardOperation.findMany({
+      row.kind === BankOperationKind.Expense || source
+        ? 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 ?
-            rubMoney(
+        row.kind === BankOperationKind.Expense || source
+          ? 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,
@@ -91,6 +91,101 @@ export class BankOperationsService {
     };
   }
 
+  private async pageViews(tx: Tx, rows: BankCardOperation[]) {
+    const userId = rows[0]?.userId;
+    if (!userId) return [];
+    const cardIds = new Set(
+      rows.flatMap((row) =>
+        [row.cardId, row.targetCardId].filter(
+          (id): id is string => id !== null,
+        ),
+      ),
+    );
+    const sourceIds = new Set(
+      rows.flatMap((row) => (row.originalExpenseId ? [row.originalExpenseId] : [])),
+    );
+    const [cards, sources] = await Promise.all([
+      tx.bankCard.findMany({ where: { userId, id: { in: [...cardIds] } } }),
+      tx.bankCardOperation.findMany({
+        where: { userId, id: { in: [...sourceIds] } },
+      }),
+    ]);
+    const categoryIds = new Set(
+      rows
+        .map(
+          (row) =>
+            sources.find((source) => source.id === row.originalExpenseId)
+              ?.categoryId ?? row.categoryId,
+        )
+        .filter((id): id is string => id !== null),
+    );
+    const expenseIds = new Set(
+      rows.flatMap((row) => {
+        const source = sources.find((item) => item.id === row.originalExpenseId);
+        return row.kind === BankOperationKind.Expense || source
+          ? [source?.id ?? row.id]
+          : [];
+      }),
+    );
+    const [categories, refunds] = await Promise.all([
+      tx.expenseCategory.findMany({
+        where: { userId, id: { in: [...categoryIds] } },
+      }),
+      tx.bankCardOperation.findMany({
+        where: {
+          userId,
+          originalExpenseId: { in: [...expenseIds] },
+          deletedAt: null,
+        },
+      }),
+    ]);
+    const cardsById = new Map(cards.map((card) => [card.id, card]));
+    const sourcesById = new Map(sources.map((source) => [source.id, source]));
+    const categoriesById = new Map(categories.map((category) => [category.id, category]));
+    return rows.map((row) => {
+      const card = cardsById.get(row.cardId) as { name: string };
+      const target = row.targetCardId ? cardsById.get(row.targetCardId) : null;
+      const source = row.originalExpenseId
+        ? sourcesById.get(row.originalExpenseId)
+        : null;
+      const categoryId = source?.categoryId ?? row.categoryId;
+      const relatedRefunds =
+        row.kind === BankOperationKind.Expense || source
+          ? refunds.filter(
+              (refund) =>
+                refund.originalExpenseId === (source?.id ?? row.id) &&
+                (!source || refund.id !== row.id),
+            )
+          : [];
+      return {
+        id: row.id,
+        kind: row.kind as BankOperationDto['kind'],
+        cardId: row.cardId,
+        cardName: card.name,
+        targetCardId: row.targetCardId,
+        targetCardName: target?.name ?? null,
+        categoryId,
+        categoryName: categoriesById.get(categoryId ?? '')?.name ?? null,
+        originalExpenseId: row.originalExpenseId,
+        amount: rubMoney(row.amountKopecks),
+        availableRefund:
+          row.kind === BankOperationKind.Expense || source
+            ? rubMoney(
+                (source?.amountKopecks ?? row.amountKopecks) -
+                relatedRefunds.reduce(
+                  (sum, refund) => sum + refund.amountKopecks,
+                  ZERO_KOPECKS,
+                ),
+              )
+            : null,
+        date: row.date,
+        description: row.description,
+        version: row.version,
+        createdAt: row.createdAt.toISOString(),
+      };
+    });
+  }
+
   private async validateOperation(
     tx: Tx,
     userId: string,
@@ -336,9 +431,9 @@ export class BankOperationsService {
     query: BankOperationsQueryDto | BankPageQueryDto,
     expenses = false,
   ) {
-    const period = expenses ?
-      undefined :
-        periodBounds(query as BankOperationsQueryDto);
+    const period = expenses
+      ? undefined
+      : 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 +442,9 @@ export class BankOperationsService {
         userId,
         deletedAt: null,
         OR: [{ cardId: id }, { targetCardId: id }],
-        ...(period ?
-            { date: { gte: period.from, lte: period.to } } :
-            { kind: BankOperationKind.Expense }),
+        ...(period
+          ? { date: { gte: period.from, lte: period.to } }
+          : { kind: BankOperationKind.Expense }),
       };
       const total = await tx.bankCardOperation.count({ where });
       const rows = await tx.bankCardOperation.findMany({
@@ -359,9 +454,7 @@ export class BankOperationsService {
         take: limit,
       });
       return {
-        items: await Promise.all(
-          rows.map((row) => this.operationView(tx, row)),
-        ),
+        items: await this.pageViews(tx, rows),
         total,
         page,
         hasNext: page * limit < total,

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.amountKopecks :
-        ZERO_KOPECKS;
+      operation.kind === BankOperationKind.Expense
+        ? operation.amountKopecks
+        : ZERO_KOPECKS;
     const refund =
-      operation.kind === BankOperationKind.Refund ?
-        operation.amountKopecks :
-        ZERO_KOPECKS;
+      operation.kind === BankOperationKind.Refund
+        ? operation.amountKopecks
+        : 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.code :
-            '';
+          error instanceof Prisma.PrismaClientKnownRequestError
+            ? error.code
+            : '';
         const busy =
-          code === 'P2034' ||
-          code === 'P2028' ||
+          isPrismaErrorCode(code, PrismaErrorCode.WriteConflict) ||
+          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(
-    @Req() request: Request & { user: AccessPayload },
-    @Query() query: InvestmentReadQueryDto,
-  ) {
-    return this.accounts.list(request.user.sub, query.sync === 'observe');
+  list(@Req() request: Request & { user: AccessPayload }) {
+    return this.accounts.list(request.user.sub);
   }
 }

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 { hourlyAttempt, 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) {
-    const saved = await this.portfolio.saved(userId, 'all', observe);
+  async list(userId: string): Promise<BrokerageAccountsResourceDto> {
+    const saved = await this.portfolio.saved(userId, 'all');
     const data: BrokerageAccountDto[] | null =
-      saved.membership.availability === 'missing' ?
-        null :
-          saved.accounts.map((account) => ({
+      saved.membership.completeness === 'incomplete'
+        ? null
+        : 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 +53,28 @@ export class BrokerageAccountsService {
           )
           .digest('base64url'),
         availability:
-          data === null ?
-            'missing' :
-            saved.accounts.some((account) => !account.snapshot) ?
-              'partial' :
-              'complete',
-        fetchedAt: saved.membership.lastSuccessfulAt ?
-            new Date(saved.membership.lastSuccessfulAt) :
-          null,
-        freshForMs: 300_000,
-        work: saved.membership.sync.id ?
-            { ...saved.membership.sync, id: saved.membership.sync.id } :
-          null,
+          data === null
+            ? 'missing'
+            : 'complete',
+        fetchedAt: saved.membership.lastSuccessfulAt
+          ? new Date(saved.membership.lastSuccessfulAt)
+          : null,
+        freshForMs: 3_600_000,
+        work: null,
+        lastAttempt: hourlyAttempt(hourly, ['membership', 'portfolio']),
         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.dto.ts

@@ -67,28 +67,6 @@ export class IncomeSummaryDto {
   declare calculatedAt: string;
 }
 
-export class IncomeComparisonCurrencyDto {
-  @ApiProperty()
-  declare currency: string;
-
-  @ApiProperty({ type: IncomeCurrencySummaryDto })
-  declare selected: IncomeCurrencySummaryDto;
-
-  @ApiProperty({ type: IncomeCurrencySummaryDto })
-  declare compared: IncomeCurrencySummaryDto;
-
-  @ApiProperty({ type: IncomeCurrencySummaryDto })
-  declare difference: IncomeCurrencySummaryDto;
-}
-
-export class IncomeComparisonDto {
-  @ApiProperty({ type: IncomePeriodDto })
-  declare period: IncomePeriodDto;
-
-  @ApiProperty({ type: IncomeComparisonCurrencyDto, isArray: true })
-  declare totalsByCurrency: IncomeComparisonCurrencyDto[];
-}
-
 export class IncomeBucketDto {
   @ApiProperty({ type: IncomePeriodDto })
   declare period: IncomePeriodDto;
@@ -135,12 +113,6 @@ export class IncomeAnalyticsEntryDto extends BrokerageOperationDto {
 }
 
 export class IncomeAnalyticsDto extends IncomeSummaryDto {
-  @ApiProperty({ type: IncomeComparisonDto, nullable: true })
-  declare previous: IncomeComparisonDto | null;
-
-  @ApiProperty({ type: IncomeComparisonDto, nullable: true })
-  declare yearComparison: IncomeComparisonDto | null;
-
   @ApiProperty({ enum: ['day', 'week', 'month'] })
   declare bucketGranularity: 'day' | 'month' | 'week';
 
@@ -162,7 +134,7 @@ export class IncomeSummaryResourceDto {
   declare meta: InvestmentResourceMetaDto;
 }
 
-const incomeDependencyRoles = ['selected', 'previous', 'year'] as const;
+const incomeDependencyRoles = ['selected'] as const;
 
 export class IncomeDependencyDto extends InvestmentDependencyDto {
   @ApiProperty({ enum: incomeDependencyRoles })

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

@@ -17,7 +17,7 @@ describe('IncomeAnalyticsService', () => {
 
   beforeEach(() => jest.clearAllMocks());
 
-  it('labels each comparison dependency independently of its resource key', async () => {
+  it('labels the selected dependency independently of its resource key', async () => {
     seed([]);
     const response = await service.analytics(
       'user',
@@ -27,32 +27,10 @@ describe('IncomeAnalyticsService', () => {
     );
     expect(response.meta.dependencies).toEqual([
       expect.objectContaining({ role: 'selected', resourceKey: 'period/0' }),
-      expect.objectContaining({ role: 'previous', resourceKey: 'period/1' }),
-      expect.objectContaining({ role: 'year', resourceKey: 'period/2' }),
     ]);
-  });
-
-  it('labels an unavailable leap-day comparison as year', async () => {
-    operations.collectRanges.mockImplementation(
-      (_user: string, _account: string, build: () => unknown[]) =>
-        build().map((_, index) => ({ items: [], meta: completeMeta(index) })),
-    );
-    const response = await service.analytics(
-      'user',
-      'account',
-      '2024-02-29',
-      '2024-02-29',
-    );
-    expect(response.meta.dependencies).toEqual([
-      expect.objectContaining({ role: 'selected' }),
-      expect.objectContaining({ role: 'previous' }),
-      expect.objectContaining({
-        role: 'year',
-        availability: 'missing',
-        unavailableReason: 'CALENDAR_OR_ACCOUNT_HISTORY',
-      }),
-    ]);
-    expect(response.data?.yearComparison).toBeNull();
+    expect(
+      response.meta.dependencies.some((dependency) => dependency.role !== 'selected'),
+    ).toBe(false);
   });
 
   function seed(items: BrokerageOperationDto[]) {
@@ -63,7 +41,7 @@ describe('IncomeAnalyticsService', () => {
         build: (opened?: Date) => unknown[],
       ) => {
         build(undefined);
-        return [items, [], []].map((items, index) => ({
+        return [items].map((items, index) => ({
           items,
           meta: completeMeta(index),
         }));
@@ -189,6 +167,49 @@ 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(
       (
@@ -204,8 +225,6 @@ describe('IncomeAnalyticsService', () => {
             entry('transfer', 'OPERATION_TYPE_DIVIDEND_TRANSFER', '99', 'RUB'),
             entry('usd', 'OPERATION_TYPE_COUPON', '1', 'USD'),
           ],
-          [],
-          [],
         ].map((items, index) => ({ items, meta: completeMeta(index) }));
       },
     );

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

@@ -6,8 +6,8 @@ import {
   compare,
   decimalFromString,
   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 {
@@ -17,7 +17,6 @@ import {
 import {
   IncomeAnalyticsEntryDto,
   IncomeAnalyticsResourceDto,
-  IncomeComparisonDto,
   IncomeCurrencySummaryDto,
   IncomeDependencyDto,
   IncomeInstrumentDto,
@@ -46,14 +45,11 @@ export class IncomeAnalyticsService {
     accountId: string,
     observe = false,
   ): Promise<IncomeSummaryResourceDto> {
-    let plan = planIncomePeriod(undefined, undefined);
+    const plan = planIncomePeriod(undefined, undefined);
     const [selected] = await this.operations.collectRanges(
       userId,
       accountId,
-      (openedAt) => {
-        plan = planIncomePeriod(undefined, undefined, openedAt);
-        return [plan.selected];
-      },
+      () => [plan.selected],
       observe,
     );
     if (selected.items === null) return { data: null, meta: selected.meta };
@@ -76,54 +72,33 @@ export class IncomeAnalyticsService {
     to: string | undefined,
     observe = false,
   ): Promise<IncomeAnalyticsResourceDto> {
-    let plan = planIncomePeriod(from, to);
-    const periods = await this.operations.collectRanges(
+    const plan = planIncomePeriod(from, to);
+    const [current] = await this.operations.collectRanges(
       userId,
       accountId,
-      (openedAt) => {
-        plan = planIncomePeriod(from, to, openedAt);
-        return [
-          plan.selected,
-          plan.previous,
-          ...(plan.yearAgo ? [plan.yearAgo] : []),
-        ];
-      },
+      () => [plan.selected],
       observe,
     );
-    const [current, prior, year] = periods;
-    // Preserve the legacy order while consumers migrate to explicit roles.
     const dependencies: IncomeDependencyDto[] = [
       { ...current.meta, role: 'selected' },
-      { ...prior.meta, role: 'previous' },
-      {
-        ...(plan.yearAgo && year ?
-          year.meta :
-            investmentResourceMeta({
-              resourceKey: 'income/yearAgo', // gitleaks:allow public resource identifier
-              dataRevision: 'unavailable',
-              availability: 'missing',
-              fetchedAt: null,
-              freshForMs: 0,
-              work: null,
-              unavailableReason: 'CALENDAR_OR_ACCOUNT_HISTORY',
-            })),
-        role: 'year',
-      },
     ];
-    const states = periods.map((period) => period.meta.sync);
-    const work =
-      states.find((state) => state.state === 'running') ??
-      states.find((state) => state.state === 'failed');
+    const work = current.meta.sync;
     const meta = {
       ...investmentResourceMeta({
         resourceKey: `income/${accountId}/${plan.selected.from}/${plan.selected.to}`,
         dataRevision: current.meta.dataRevision,
-        availability: current.meta.availability,
-        fetchedAt: current.meta.lastSuccessfulAt ?
-            new Date(current.meta.lastSuccessfulAt) :
-          null,
+        availability:
+          current.items === null
+            ? 'temporarily-unavailable'
+            : '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,
+        work: work.id
+          ? { id: work.id, state: work.state, errorCode: work.errorCode }
+          : null,
+        lastAttempt: current.meta.lastAttempt,
         coverage: current.meta.coverage,
         dependencies,
       }),
@@ -143,14 +118,6 @@ export class IncomeAnalyticsService {
           selected,
           current.meta.lastSuccessfulAt,
         ),
-        previous:
-          prior.items === null ?
-            null :
-              comparison(selected, plan.previous, qualifying(prior.items)),
-        yearComparison:
-          plan.yearAgo && year?.items !== null && year ?
-              comparison(selected, plan.yearAgo, qualifying(year.items)) :
-            null,
         bucketGranularity: plan.granularity,
         buckets: buckets(plan.selected, plan.granularity, selected),
         instruments: instruments(selected),
@@ -165,7 +132,7 @@ 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 +151,7 @@ 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);
@@ -194,50 +161,21 @@ function totals(entries: BrokerageOperationDto[]): IncomeCurrencySummaryDto[] {
     .map(([currency, total]) => presentTotal(currency, total));
 }
 
-function comparison(
-  selectedEntries: BrokerageOperationDto[],
-  comparedPeriod: DateOnlyRange,
-  comparedEntries: BrokerageOperationDto[],
-): IncomeComparisonDto {
-  const selected = new Map(
-    totals(selectedEntries).map((total) => [total.currency, total]),
-  );
-  const compared = new Map(
-    totals(comparedEntries).map((total) => [total.currency, total]),
-  );
-  const currencies = [
-    ...new Set([...selected.keys(), ...compared.keys()]),
-  // 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();
-  return {
-    period: comparedPeriod,
-    totalsByCurrency: currencies.map((currency) => {
-      const current =
-        selected.get(currency) ?? presentTotal(currency, zeroTotal());
-      const prior =
-        compared.get(currency) ?? presentTotal(currency, zeroTotal());
-      return {
-        currency,
-        selected: current,
-        compared: prior,
-        difference: difference(current, prior),
-      };
-    }),
-  };
-}
-
 function buckets(
   range: DateOnlyRange,
   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) => {
-        const date = moscowDate(new Date(entry.occurredAt));
-        return date >= period.from && date <= period.to;
-      }),
+      datedEntries
+        .filter(({ date }) => date >= period.from && date <= period.to)
+        .map(({ entry }) => entry),
     ),
   }));
 }
@@ -286,22 +224,6 @@ function instrumentKey(entry: BrokerageOperationDto): string {
   return `operation:${entry.account ? `${entry.account.id}:` : ''}${entry.id}`;
 }
 
-function difference(
-  left: IncomeCurrencySummaryDto,
-  right: IncomeCurrencySummaryDto,
-): IncomeCurrencySummaryDto {
-  return presentTotal(left.currency, {
-    coupon: subtract(
-      decimalFromString(left.coupon.value),
-      decimalFromString(right.coupon.value),
-    ),
-    dividend: subtract(
-      decimalFromString(left.dividend.value),
-      decimalFromString(right.dividend.value),
-    ),
-  });
-}
-
 function zeroTotal(): Total {
   return { coupon: { value: 0n, scale: 0 }, dividend: { value: 0n, scale: 0 } };
 }

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

@@ -23,16 +23,14 @@ describe('income period planning', () => {
     }
   });
 
-  it('uses a full previous month, skips impossible year-ago dates, and keeps empty buckets', () => {
-    const fullMonth = planIncomePeriod('2026-03-01', '2026-03-31');
-    expect(fullMonth.previous).toEqual({
-      from: '2026-02-01',
-      to: '2026-02-28',
-    });
-    expect(planIncomePeriod('2024-02-29', '2024-02-29').yearAgo).toBeNull();
+  it('keeps empty buckets and skips removed comparison ranges', () => {
     expect(
       rangeBuckets({ from: '2026-01-01', to: '2026-02-15' }, 'week'),
     ).toHaveLength(7);
+    expect(planIncomePeriod('2026-03-01', '2026-03-31')).toEqual({
+      selected: { from: '2026-03-01', to: '2026-03-31' },
+      granularity: 'day',
+    });
   });
 
   it('accepts multi-year periods and creates monthly buckets for the entire range', () => {
@@ -43,7 +41,6 @@ describe('income period planning', () => {
     expect(plan.selected).toEqual({ from: '2020-01-01', to: '2025-12-31' });
     expect(plan.granularity).toBe('month');
     expect(rangeBuckets(plan.selected, plan.granularity)).toHaveLength(72);
-    expect(plan.yearAgo).toEqual({ from: '2019-01-01', to: '2024-12-31' });
   });
 
   it('does not send the unfinished Moscow day as a future instant', () => {

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

@@ -8,55 +8,40 @@ 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;
 const PREVIOUS_MONTH_LAST_DAY = 0;
-const PREVIOUS_DAY_OFFSET = -1;
-const PREVIOUS_YEAR_OFFSET = 1;
-const DATE_COMPONENT_DIGITS = 2;
 
 const DAILY_BUCKET_MAX_DAYS = 45;
 const WEEKLY_BUCKET_MAX_DAYS = 180;
 const DAYS_PER_WEEK = 7;
 const ISO_MONTH_LENGTH = 7;
-const ISO_YEAR_LENGTH = 4;
 
 export type IncomeBucketGranularity = 'day' | 'month' | 'week';
 
 export function planIncomePeriod(
   from: string | undefined,
   to: string | undefined,
-  openedDate?: Date,
 ): {
   granularity: IncomeBucketGranularity;
-  previous: DateOnlyRange;
   selected: DateOnlyRange;
-  yearAgo: DateOnlyRange | null;
 } {
   if (Boolean(from) !== Boolean(to)) throw invalidPeriod();
   const today = moscowDate(new Date());
   const selected =
     from && to ? { from, to } : { from: firstOfMonth(today), to: today };
   assertRange(selected, today);
-  const previous = isFullMonth(selected) ?
-      previousMonth(selected.from) :
-      shiftDays(selected, -rangeDays(selected));
-  const candidate = yearAgo(selected);
-  const yearAgoRange =
-    candidate && (!openedDate || candidate.from >= moscowDate(openedDate)) ?
-      candidate :
-      null;
   return {
     selected,
-    previous,
-    yearAgo: yearAgoRange,
     granularity:
-      rangeDays(selected) <= DAILY_BUCKET_MAX_DAYS ?
-        'day' :
-        rangeDays(selected) <= WEEKLY_BUCKET_MAX_DAYS ?
-          'week' :
-          'month',
+      rangeDays(selected) <= DAILY_BUCKET_MAX_DAYS
+        ? 'day'
+        : rangeDays(selected) <= WEEKLY_BUCKET_MAX_DAYS
+          ? 'week'
+          : 'month',
   };
 }
 
@@ -69,20 +54,20 @@ export function rangeBuckets(
   }
   const buckets: DateOnlyRange[] = [];
   let cursor =
-    granularity === 'week' ?
-        addDays(
+    granularity === 'week'
+      ? 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' ?
-          addDays(cursor, DAYS_PER_WEEK - INCLUSIVE_DAY_OFFSET) :
-          endOfMonth(cursor);
+      granularity === 'week'
+        ? addDays(cursor, DAYS_PER_WEEK - INCLUSIVE_DAY_OFFSET)
+        : endOfMonth(cursor);
     buckets.push({
       from: cursor < range.from ? range.from : cursor,
       to: end > range.to ? range.to : end,
@@ -134,34 +119,6 @@ function endOfMonth(value: string): string {
   return new Date(Date.UTC(year, month, PREVIOUS_MONTH_LAST_DAY)).toISOString().slice(ISO_DATE_START, ISO_DATE_LENGTH);
 }
 
-function isFullMonth(range: DateOnlyRange): boolean {
-  return (
-    range.from === firstOfMonth(range.from) && range.to === endOfMonth(range.to)
-  );
-}
-
-function previousMonth(from: string): DateOnlyRange {
-  const last = addDays(firstOfMonth(from), PREVIOUS_DAY_OFFSET);
-  return { from: firstOfMonth(last), to: last };
-}
-
-function shiftDays(range: DateOnlyRange, days: number): DateOnlyRange {
-  return { from: addDays(range.from, days), to: addDays(range.to, days) };
-}
-
-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 ?
-      result :
-      null;
-  };
-  const from = shift(range.from);
-  const to = shift(range.to);
-  return from && to ? { from, to } : 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' ?
-            'STOCK_HISTORY_START_UNAVAILABLE' :
-            'BOND_HISTORY_START_UNAVAILABLE',
+          input.instrumentType === 'share'
+            ? InstrumentErrorCode.StockHistoryStartUnavailable
+            : 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 ?
-        rangeFor(input, detail.instrument, now) :
-      null;
+    const range = detail.instrument
+      ? rangeFor(input, detail.instrument, now)
+      : null;
     const saved = range ? await this.repository.read(input.uid, range) : null;
-    const gaps = range && saved ? candleGaps(range, saved.coverage, now) : [];
-    if (!observe && (!saved || gaps.length)) {
+    const hasCompleteRange = Boolean(
+      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 ?
-          null :
-            {
+        !saved || !covered
+          ? null
+          : {
               candles: saved.data,
               currency:
-                input.instrumentType === 'share' ?
-                  detail.instrument?.currency?.toUpperCase() || null :
-                  null,
+                input.instrumentType === 'share'
+                  ? detail.instrument?.currency?.toUpperCase() || 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 ?
-              completeCoverage.flatMap((row) => {
+          completeRanges: range
+            ? 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) ?
-            'known' :
-            'unknown',
-          historyState: complete ?
-            'complete' :
-            work?.state === 'failed' ?
-              'failed' :
-              work?.state === 'running' ?
-                'loading' :
-                covered ?
-                  'partial' :
-                  'missing',
+          historyBoundary: timestamp(detail?.instrument?.first_1dayCandleDate)
+            ? 'known'
+            : 'unknown',
+          historyState: complete
+            ? 'complete'
+            : work?.state === 'failed'
+              ? 'failed'
+              : work?.state === 'running'
+                ? 'loading'
+                : covered
+                  ? 'partial'
+                  : 'missing',
         },
         dependencies: [
           detail.meta,
@@ -193,9 +192,9 @@ export class CandleService {
               dataRevision: String(row.dataRevision),
               availability: 'complete',
               fetchedAt: row.fetchedAt,
-              freshForMs: row.isComplete ?
-                Number.POSITIVE_INFINITY :
-                tailFreshForMs,
+              freshForMs: row.isComplete
+                ? Number.POSITIVE_INFINITY
+                : 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 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,
-          },
-        ];
-      });
+      const rows = candles.map(toSavedCandle);
       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

@@ -3,17 +3,14 @@ import {
   Injectable,
   NotFoundException,
 } from '@nestjs/common';
-import { randomUUID } from 'node:crypto';
 
-import { StructuredLogger } from '../../../../common/logging/structured-logger.service';
 import {
   TbankAccessService,
   TbankClient,
-  tbankSourceNeedsRefresh,
   tbankSourceTtlMs,
-  type TbankSyncAttempt,
 } from '../../../../integrations/tbank/tbank.api';
 import { investmentResourceMeta } from '../../investment-resource.mapper';
+import { InstrumentErrorCode } from '../domain/instrument-error-code';
 import {
   CatalogDiscoveryRepository,
   catalogQuery,
@@ -25,6 +22,7 @@ import {
   catalogSearchLimit,
   selectCatalogInstruments,
 } from './catalog-selection';
+import { publicInstrument } from './public-instrument';
 
 const UNAMBIGUOUS_MATCH_COUNT = 1;
 const NO_MATCHES = 0;
@@ -32,38 +30,19 @@ const FIRST_RESULT_OFFSET = 0;
 
 const tickerAmbiguityLimit = 2;
 
-type Producer = {
-  attempt: TbankSyncAttempt;
-  force: boolean;
-  input: CatalogQuery;
-  observers: TbankSyncAttempt[];
-};
 @Injectable()
 export class CatalogDiscoveryService {
-  private readonly runId = randomUUID();
-  private readonly active = new Set<string>();
-  private readonly producers = new Map<string, Producer>();
-  private readonly queue: Producer[] = [];
-  private reservations: Promise<unknown> = Promise.resolve();
-  private running = false;
-  private readonly completions = new Map<
-    string,
-    { done: Promise<void>; resolve: () => void; workId: string }
-  >();
-
   constructor(
     private readonly repository: CatalogDiscoveryRepository,
     private readonly access: TbankAccessService,
     private readonly tbank: TbankClient,
-    private readonly logger: StructuredLogger,
     private readonly enrichment: CatalogEnrichmentService,
   ) {}
 
-  async read(userId: string, input: CatalogQuery, observe = false) {
+  async read(userId: string, input: CatalogQuery) {
     input = catalogQuery(input);
     const connection = await this.access.local(userId);
     const saved = await this.repository.read(input);
-    if (!observe) await this.request(userId, connection.revision, input);
     return {
       data: saved.data,
       meta: investmentResourceMeta({
@@ -71,22 +50,23 @@ 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) {
-    const discovery = await this.read(userId, input, observe);
-    const sources = discovery.data ?
-        await this.enrichment.readMany(
+    if (!observe) return this.onlineSearch(userId, catalogQuery(input));
+    const discovery = await this.read(userId, input);
+    const sources = discovery.data
+      ? 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 +94,22 @@ export class CatalogDiscoveryService {
           .map((dependency) => dependency.dataRevision)
           .join('/'),
         availability:
-          discovery.data === null ?
-            'missing' :
-            sources.every((source) => source.meta.availability === 'complete') ?
-              'complete' :
-              'partial',
-        fetchedAt: discovery.meta.lastSuccessfulAt ?
-            new Date(discovery.meta.lastSuccessfulAt) :
-          null,
-        freshForMs: tbankSourceTtlMs.catalog,
-        work: discovery.meta.sync.id ?
-            {
+          discovery.data === null
+            ? 'missing'
+            : sources.every((source) => source.meta.completeness === 'complete')
+              ? 'complete'
+              : 'partial',
+        fetchedAt: discovery.meta.lastSuccessfulAt
+          ? new Date(discovery.meta.lastSuccessfulAt)
+          : null,
+        freshForMs: Number.MAX_SAFE_INTEGER,
+        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 +121,25 @@ export class CatalogDiscoveryService {
     uid: string,
     observe = false,
   ) {
+    if (!observe) {
+      const instrument = await this.access.online(userId, ({ token }) =>
+        instrumentType === 'share'
+          ? this.tbank.getShare(token, uid)
+          : 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:${Date.now()}`,
+          availability: 'complete',
+          fetchedAt: new Date(),
+          freshForMs: tbankSourceTtlMs.portfolio,
+          work: null,
+        }),
+      };
+    }
     const sources = await this.enrichment.readMany(
       userId,
       instrumentType,
@@ -149,7 +148,7 @@ export class CatalogDiscoveryService {
       ['detail'],
     );
     const source = sources[0];
-    if (source.meta.availability === 'complete' && !source.instrument) {
+    if (source.meta.completeness === 'complete' && !source.instrument) {
       throw new NotFoundException();
     }
     const instrument = source.instrument;
@@ -159,11 +158,11 @@ export class CatalogDiscoveryService {
       instrument?.ticker &&
       /^[A-Z0-9][\w.@+-]{0,79}$/i.test(instrument.ticker)
     ) {
-      const alias = await this.read(
-        userId,
-        { instrumentType, query: instrument.ticker, exactTicker: true },
-        observe,
-      );
+      const alias = await this.read(userId, {
+        instrumentType,
+        query: instrument.ticker,
+        exactTicker: true,
+      });
       if (alias.data?.length === UNAMBIGUOUS_MATCH_COUNT && alias.data[0].uid === uid) {
         slug = instrument.ticker.toUpperCase();
       }
@@ -177,228 +176,143 @@ export class CatalogDiscoveryService {
           .map((dependency) => dependency.dataRevision)
           .join('/'),
         availability: source.meta.availability,
-        fetchedAt: source.meta.lastSuccessfulAt ?
-            new Date(source.meta.lastSuccessfulAt) :
-          null,
-        freshForMs: tbankSourceTtlMs.metadata,
-        work: source.meta.sync.id ?
-            {
+        fetchedAt: source.meta.lastSuccessfulAt
+          ? new Date(source.meta.lastSuccessfulAt)
+          : null,
+        freshForMs: tbankSourceTtlMs.portfolio,
+        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,
   ) {
-    const lookup = await this.read(
-      userId,
-      { instrumentType, query: ticker, exactTicker: true },
-      observe,
-    );
+    if (!observe) {
+      const query = ticker.trim().toUpperCase();
+      const found = await this.access.online(userId, ({ token }) =>
+        instrumentType === 'share'
+          ? this.tbank.findShares(token, query)
+          : 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,
+    });
     if (lookup.data?.length === NO_MATCHES) throw new NotFoundException();
     if (lookup.data && lookup.data.length > UNAMBIGUOUS_MATCH_COUNT) {
       throw new ConflictException({
         code:
-          instrumentType === 'share' ?
-            'STOCK_TICKER_AMBIGUOUS' :
-            'BOND_TICKER_AMBIGUOUS',
+          instrumentType === 'share'
+            ? InstrumentErrorCode.StockTickerAmbiguous
+            : InstrumentErrorCode.BondTickerAmbiguous,
       });
     }
-    const result = lookup.data ?
-        await this.detail(userId, instrumentType, lookup.data[0].uid, observe) :
-      null;
+    const result = lookup.data
+      ? await this.detail(userId, instrumentType, lookup.data[0].uid, observe)
+      : null;
     const dependencies = [lookup.meta, ...(result ? [result.meta] : [])];
     return {
-      data: result?.data ?
-          { ...result.data, slug: ticker.trim().toUpperCase() } :
-        null,
+      data: result?.data
+        ? { ...result.data, slug: ticker.trim().toUpperCase() }
+        : 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 ?
-            new Date(lookup.meta.lastSuccessfulAt) :
-          null,
-        freshForMs: tbankSourceTtlMs.metadata,
-        work: lookup.meta.sync.id ?
-            {
+        fetchedAt: lookup.meta.lastSuccessfulAt
+          ? new Date(lookup.meta.lastSuccessfulAt)
+          : null,
+        freshForMs: tbankSourceTtlMs.portfolio,
+        work: lookup.meta.sync.id
+          ? {
               id: lookup.meta.sync.id,
               state: lookup.meta.sync.state,
               errorCode: lookup.meta.sync.errorCode,
-            } :
-          null,
+            }
+          : null,
         dependencies,
       }),
     };
   }
 
-  request(
-    userId: string,
-    revision: string,
-    query: CatalogQuery,
-    force = false,
-  ) {
-    const input = catalogQuery(query);
-    const reserved = this.reservations.then(async () => {
-      const saved = await this.repository.read(input);
-      if (
-        !tbankSourceNeedsRefresh('catalog', saved.fetchedAt, new Date(), force)
-      ) {
-        return null;
-      }
-      const reservation = await this.repository.reserve(
-        { userId, revision },
-        input,
-        this.runId,
-        this.active,
-      );
-      if (!reservation) return null;
-      const { id, attemptId } = reservation.work;
-      if (!reservation.launch) {
-        const current = this.producers.get(catalogScope(input));
-        if (current) current.force ||= force;
-        return id;
-      }
-      const attempt = { userId, revision, id, attemptId };
-      this.active.add(attemptId);
-      let resolve = () => {};
-      const done = new Promise<void>((finish) => {
-        resolve = finish;
-      });
-      this.completions.set(attemptId, { workId: id, done, resolve });
-      const key = catalogScope(input);
-      const producer = this.producers.get(key);
-      if (producer) {
-        producer.observers.push(attempt);
-        producer.force ||= force;
-      } else {
-        const queued = { input, attempt, observers: [], force };
-        this.producers.set(key, queued);
-        this.queue.push(queued);
-      }
-      if (!this.running) {
-        this.running = true;
-        setImmediate(() => {
-          void this.drain();
-        });
-      }
-      return id;
+  private async onlineSearch(userId: string, input: CatalogQuery) {
+    const { details, instruments, prices } = await this.access.online(userId, async ({ token }) => {
+      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, prices] = await Promise.all([
+        Promise.all(
+          instruments.map((item) =>
+            input.instrumentType === 'share'
+              ? this.tbank.getShare(token, item.uid)
+              : this.tbank.getBond(token, item.uid),
+          ),
+        ),
+        instruments.length
+          ? this.tbank.getLastPrices(token, instruments.map((item) => item.uid))
+          : [],
+      ]);
+      return { details, instruments, prices };
     });
-    this.reservations = reserved.catch(() => undefined);
-    return reserved;
-  }
-
-  async refresh(userId: string, revision: string, query: CatalogQuery) {
-    const id = await this.request(userId, revision, query, true);
-    if (id) {
-      await Promise.all(
-        [...this.completions.values()]
-          .filter((entry) => entry.workId === id)
-          .map((entry) => entry.done),
-      );
-    }
-    const saved = await this.repository.read(catalogQuery(query));
-    const sources = await this.enrichment.readMany(
-      userId,
-      query.instrumentType,
-      saved.data?.map((item) => item.uid) ?? [],
-      true,
-    );
-    return [
-      ...(id ? [id] : []),
-      ...sources.flatMap((source) =>
-        source.meta.sync.id ? [source.meta.sync.id] : [],
-      ),
-    ];
-  }
-
-  private async drain() {
-    try {
-      while (this.queue.length) {
-        const producer = this.queue.shift();
-        if (!producer) break;
-        const { input, attempt } = producer;
-        let success = false;
-        try {
-          const token = await this.access.tokenForAttempt(attempt);
-          if (token) {
-            const found =
-              input.instrumentType === 'share' ?
-                  await this.tbank.findShares(token, input.query) :
-                  await this.tbank.findBonds(token, input.query);
-            success = await this.repository.publish(
-              attempt,
-              input,
-              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,
-              ),
-              new Date(),
-            );
-          }
-        } catch (error) {
-          if (error instanceof Error && error.message === 'INVALID_TBANK_TOKEN') {
-            await this.access.rejectMembershipToken(attempt);
-          } else {
-            this.logger.event('warn', 'catalog-discovery.failed', {
-              code: 'TBANK_UNAVAILABLE',
-            });
-          }
-        }
-        if (success) {
-          const saved = await this.repository.read(input);
-          for (const observer of [attempt, ...producer.observers]) {
-            if (!input.exactTicker || saved.data?.length === UNAMBIGUOUS_MATCH_COUNT) {
-              await this.enrichment.requestMany(
-                observer.userId,
-                observer.revision,
-                input.instrumentType,
-                saved.data?.map((item) => item.uid) ?? [],
-                producer.force,
-                input.exactTicker ? ['detail'] : ['last-price', 'detail'],
-              );
-            }
-          }
-        }
-        this.producers.delete(catalogScope(input));
-        for (const observer of [attempt, ...producer.observers]) {
-          await this.repository.finish(observer, success);
-          this.active.delete(observer.attemptId);
-          this.completions.get(observer.attemptId)?.resolve();
-          this.completions.delete(observer.attemptId);
-        }
-      }
-    } catch {
-      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-discovery.persistence-failed', {
-        code: 'TBANK_UNAVAILABLE',
-      });
-    } finally {
-      this.running = false;
-    }
+    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,
+      }),
+    };
   }
 }

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,
@@ -36,8 +35,10 @@ 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';
+import { publicInstrument } from './public-instrument';
 
 const MISSING_DATA_REVISION = 0;
 const FIRST_QUEUE_INDEX = 0;
@@ -58,7 +59,7 @@ 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 +125,9 @@ export class CatalogEnrichmentService {
         range,
       );
     }
-    const work = inputs.length ?
-        await this.repository.workMany(userId, revision, inputs) :
-        [];
+    const work = inputs.length
+      ? 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 +137,16 @@ 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 +155,7 @@ 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 +178,19 @@ export class CatalogEnrichmentService {
   ) {
     const inputs = sourceInputs(instrumentType, uids, kinds, range);
     const reservation = this.reservations.then(async () => {
-      const rows = inputs.length ?
-          await this.repository.readSources(inputs) :
-          [];
+      const rows = inputs.length
+        ? 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 (
-          !tbankSourceNeedsRefresh(
-            sourcePolicy(input.kind),
-            row?.fetchedAt ?? null,
-            new Date(),
-            force,
-          )
-        ) {
+        const policy = sourcePolicy(input.kind);
+        const needsRefresh = force || !row?.fetchedAt ||
+          (policy === 'quote' && tbankSourceNeedsRefresh('quote', row.fetchedAt, new Date()));
+        if (!needsRefresh) {
           continue;
         }
         const reserved = await this.repository.reserve(
@@ -212,7 +209,7 @@ 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 });
@@ -241,19 +238,49 @@ export class CatalogEnrichmentService {
     section: 'company' | 'metrics' | 'quote',
     observe = false,
   ) {
+    if (section === 'company' && !observe) {
+      const { description, fundamentals, instrument } = await this.access.online(userId, async ({ token }) => {
+        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];
+        return { description, fundamentals, instrument };
+      });
+      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' ?
-          ['detail', 'description', 'fundamentals'] :
-          [
-            ...(instrumentType === 'bond' ?
-                ['bond-current' as const] :
-                ['detail' as const]),
+      section === 'company'
+        ? ['detail', 'description', 'fundamentals']
+        : [
+            ...(instrumentType === 'bond'
+              ? ['bond-current' as const]
+              : ['detail' as const]),
             'last-price',
             'trading-status',
             'comparison',
-            ...(section === 'metrics' ?
-                ['coupons' as const, 'yield' as const, 'rating' as const] :
-                []),
+            ...(section === 'metrics'
+              ? ['coupons' as const, 'yield' as const, 'rating' as const]
+              : []),
           ];
     const sources = await this.readMany(
       userId,
@@ -263,7 +290,7 @@ 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 +299,22 @@ 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 ?
-        'missing' :
-        complete ?
-          'complete' :
-          'partial',
-      fetchedAt: first.meta.lastSuccessfulAt ?
-          new Date(first.meta.lastSuccessfulAt) :
-        null,
-      freshForMs:
-        section === 'company' ?
-          tbankSourceTtlMs.company :
-          tbankSourceTtlMs.quote,
+      availability: !first.instrument
+        ? 'missing'
+        : complete
+          ? 'complete'
+          : 'partial',
+      fetchedAt: first.meta.lastSuccessfulAt
+        ? new Date(first.meta.lastSuccessfulAt)
+        : null,
+      freshForMs: section === 'company' ? Number.MAX_SAFE_INTEGER : tbankSourceTtlMs.quote,
       work: null,
       dependencies,
     });
@@ -300,7 +324,7 @@ 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 +332,7 @@ 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 +340,15 @@ export class CatalogEnrichmentService {
   ): Promise<CatalogPayload> {
     if (input.kind === 'detail' || input.kind === 'bond-current') {
       const instrument =
-        input.instrumentType === 'share' ?
-            await this.tbank.getShare(token, input.uid) :
-            await this.tbank.getBond(token, input.uid);
+        input.instrumentType === 'share'
+          ? await this.tbank.getShare(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 +377,7 @@ export class CatalogEnrichmentService {
           gap.from,
           gap.to,
         );
-        const rows = response.map((candle) => {
-          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,
-          };
-        });
+        const rows = response.map(toSavedCandle);
         if (!(await this.candles.stage(attempt, gap, rows, now))) {
           throw new Error('Cancelled candle comparison');
         }
@@ -400,9 +415,9 @@ export class CatalogEnrichmentService {
     }
     const details = await this.repository.readSources([
       { ...input, kind: 'detail', rangeKey: undefined },
-      ...(input.instrumentType === 'bond' ?
-          [{ ...input, kind: 'bond-current' as const, rangeKey: undefined }] :
-          []),
+      ...(input.instrumentType === 'bond'
+        ? [{ ...input, kind: 'bond-current' as const, rangeKey: undefined }]
+        : []),
     ]);
     const instrument = details
       .map((row) => (row.payload as CatalogPayload).instrument)
@@ -415,36 +430,36 @@ export class CatalogEnrichmentService {
     }
     if (input.kind === 'description') {
       return {
-        description: instrument?.assetUid ?
-            await this.tbank.getAssetDescription(token, instrument?.assetUid) :
-          null,
+        description: instrument?.assetUid
+          ? await this.tbank.getAssetDescription(token, instrument?.assetUid)
+          : null,
       };
     }
     if (input.kind === 'fundamentals') {
       return {
-        fundamentals: instrument?.assetUid ?
-            await this.tbank.getFundamentals(token, instrument?.assetUid) :
-          null,
+        fundamentals: instrument?.assetUid
+          ? await this.tbank.getFundamentals(token, instrument?.assetUid)
+          : null,
       };
     }
     if (input.kind === 'coupons' || input.kind === 'dividends') {
       const year = Number(input.rangeKey);
-      const [from, to] = input.rangeKey?.startsWith('[') ?
-          (JSON.parse(input.rangeKey) as [string, string]) :
-          [
+      const [from, to] = input.rangeKey?.startsWith('[')
+        ? (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 +476,26 @@ export class CatalogEnrichmentService {
     if (input.kind === 'yield') {
       return {
         effectiveYield:
-          instrument?.ticker && instrument.isin && instrument.classCode ?
-              await this.moex.bondYield(
+          instrument?.ticker && instrument.isin && instrument.classCode
+            ? await this.moex.bondYield(
                 instrument.ticker,
                 instrument.isin,
                 instrument.classCode,
-              ) :
-            null,
+              )
+            : null,
       };
     }
     if (input.kind === 'rating') {
       return {
-        creditRating: instrument?.isin ?
-            await this.ratings.rating(instrument.isin) :
-          null,
+        creditRating: instrument?.isin
+          ? await this.ratings.rating(instrument.isin)
+          : 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 +536,11 @@ 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 +549,17 @@ export class CatalogEnrichmentService {
             prices?.find((entry) => entry.instrumentUid === item.input.uid) ??
             null;
           const value =
-            item.input.kind === 'last-price' ?
-                {
-                  price: price ?
-                      {
+            item.input.kind === 'last-price'
+              ? {
+                  price: price
+                    ? {
                         instrumentUid: item.input.uid,
                         price: price.price,
                         time: price.time,
-                      } :
-                    null,
-                } :
-              payload;
+                      }
+                    : null,
+                }
+              : 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 +582,21 @@ 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 +620,20 @@ 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 } :
-          {}),
-      ...(['coupons', 'dividends'].includes(kind) ?
-          {
-            rangeKey: range ?
-                JSON.stringify([range.from, range.to]) :
-                String(new Date().getUTCFullYear()),
-          } :
-          {}),
+        ? { ticker: range?.tickers?.[uid] || range?.ticker }
+        : {}),
+      ...(['coupons', 'dividends'].includes(kind)
+        ? {
+            rangeKey: range
+              ? JSON.stringify([range.from, range.to])
+              : 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 +652,7 @@ export type CatalogPayload = {
   price?: null | TbankLastPrice;
   tradingStatus?: null | string;
 };
+
 function sourcePolicy(kind: CatalogSource['kind']) {
   if (
     [
@@ -673,15 +665,13 @@ function sourcePolicy(kind: CatalogSource['kind']) {
   ) {
     return 'quote';
   }
-  if (kind === 'description' || kind === 'fundamentals') return 'company';
-  if (['bond-events', 'coupons', 'dividends'].includes(kind)) return 'calendar';
-  return 'metadata';
+  return 'stable';
 }
 function producerKey(input: CatalogSource) {
   return input.instrumentType === 'bond' &&
-    (input.kind === 'detail' || input.kind === 'bond-current') ?
-    `bond-metadata:${input.uid}` :
-      catalogScope(input);
+    (input.kind === 'detail' || input.kind === 'bond-current')
+    ? `bond-metadata:${input.uid}`
+    : 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' ?
-      'INSTRUMENT_TYPE_SHARE' :
-      'INSTRUMENT_TYPE_BOND';
+    instrumentType === 'share'
+      ? TbankInstrumentType.Share
+      : 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() ?
-        `isin:${instrument.isin.trim().toUpperCase()}` :
-        `uid:${instrument.uid}`;
+      const key = instrument.isin?.trim()
+        ? `isin:${instrument.isin.trim().toUpperCase()}`
+        : `uid:${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 ?
-      new Date(seconds * MILLISECONDS_PER_SECOND).toISOString() :
-    null;
+  return Number.isFinite(seconds) && seconds > MIN_TIMESTAMP_SECONDS_EXCLUSIVE
+    ? new Date(seconds * MILLISECONDS_PER_SECOND).toISOString()
+    : 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 ?
-            percent(p.absoluteReturn, cost(p)) :
-          null,
+        decimalFromString(p.quantity).value > ZERO_QUANTITY
+          ? percent(p.absoluteReturn, cost(p))
+          : 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/application/public-instrument.spec.ts

@@ -0,0 +1,64 @@
+import type {
+  TbankBond,
+  TbankShare,
+} from '../../../../integrations/tbank/tbank.api';
+
+import { publicInstrument } from './public-instrument';
+
+const share = {
+  uid: 'share-uid',
+  figi: 'FIGI1',
+  assetUid: 'asset-1',
+  name: 'Share',
+  ticker: 'SHAR',
+  isin: 'US000',
+  classCode: 'TQBR',
+  realExchange: 'REAL_EXCHANGE_MOEX',
+  apiTradeAvailableFlag: true,
+  currency: 'rub',
+  shareType: 'SHARE_TYPE_COMMON',
+  sector: 'Finance',
+  lot: 1,
+  brand: { logoName: 'logo.png', title: 'Brand', id: 'brand-1' },
+  first_1dayCandleDate: '2020-01-01T00:00:00Z',
+  privateField: 'must-not-leak',
+} as unknown as TbankShare;
+
+const bond = {
+  uid: 'bond-uid',
+  figi: 'FIGI2',
+  assetUid: 'asset-2',
+  name: 'Bond',
+  ticker: 'BOND',
+  classCode: 'TQOB',
+  currency: 'rub',
+  lot: 1,
+  nominal: { value: '1000', currency: 'rub' },
+  initialNominal: { value: '1000', currency: 'rub' },
+  aciValue: { value: '10', currency: 'rub' },
+  maturityDate: '2030-01-01T00:00:00Z',
+  couponQuantityPerYear: 2,
+  bondType: 'BOND_TYPE_EXPIRING',
+  brand: null,
+  privateField: 'must-not-leak',
+} as unknown as TbankBond;
+
+describe('publicInstrument projection', () => {
+  it('keeps approved share fields, trims brand, drops private extras', () => {
+    const result = publicInstrument(share);
+    expect(result.uid).toBe('share-uid');
+    expect(result.shareType).toBe('SHARE_TYPE_COMMON');
+    expect(result.brand).toEqual({ logoName: 'logo.png' });
+    expect(result).not.toHaveProperty('privateField');
+    expect(result).not.toHaveProperty('brand.title');
+  });
+
+  it('projects bonds with missing optional fields and null brand', () => {
+    const result = publicInstrument(bond);
+    expect(result.nominal).toEqual({ value: '1000', currency: 'rub' });
+    expect(result.shareType).toBeUndefined();
+    expect(result.brand).toBeUndefined();
+    expect(result.isin).toBeUndefined();
+    expect(result).not.toHaveProperty('privateField');
+  });
+});

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

@@ -0,0 +1,38 @@
+import type {
+  TbankBond,
+  TbankShare,
+} from '../../../../integrations/tbank/tbank.api';
+
+export 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/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 ?
-              toBond({ ...item.detail, uid: item.uid }) :
-            short;
+          const detail = item.detail
+            ? toBond({ ...item.detail, uid: item.uid })
+            : short;
           const last = item.price;
           return {
             ...detail,
             classCode: detail.classCode ?? short.classCode,
             isin: detail.isin ?? short.isin,
             apiTradeAvailable: short.apiTradeAvailable,
-            pricePercent: last?.price ?
-                formatDecimal(decimal(last.price)) :
-              null,
+            pricePercent: last?.price
+              ? formatDecimal(decimal(last.price))
+              : 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 ?
-          { ...toBond(result.data), slug: result.data.slug } :
-        null,
+      data: result.data
+        ? { ...toBond(result.data), slug: result.data.slug }
+        : null,
     };
   }
 
@@ -82,9 +82,9 @@ export class BondCatalogService {
     );
     return {
       ...result,
-      data: result.data ?
-          { ...toBond(result.data), slug: result.data.slug } :
-        null,
+      data: result.data
+        ? { ...toBond(result.data), slug: result.data.slug }
+        : 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 ?
-          bondMetrics(result.values, result.unavailable, result.observedAt) :
-        null,
+      data: result.values.instrument
+        ? bondMetrics(result.values, result.unavailable, result.observedAt)
+        : null,
       meta: result.meta,
     };
   }
 
-  async readPosition(userId: string, uid: string, observe = false) {
-    const saved = await this.portfolios.read(userId, 'all', observe);
+  async readPosition(userId: string, uid: string) {
+    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 ?
-        instrumentPosition(portfolio.data, uid, 'BOND') :
-      null;
-    const projected = events ?
-        bondCoupons(
+    const position = portfolio.data
+      ? instrumentPosition(portfolio.data, uid, 'BOND')
+      : null;
+    const projected = events
+      ? 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 ?
-      result :
-        {
+    if (result.data?.positionAt) {
+      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) ?
-        decimalFromString(position.quantity) :
-      null;
+    position.accounts.every((p) => decimalFromString(p.quantity).value > ZERO_QUANTITY)
+      ? decimalFromString(position.quantity)
+      : 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 ?
-          ('undated' as const) :
-        paymentDate >= today ?
-            ('upcoming' as const) :
-            ('past' as const);
+      const timing = !paymentDate
+        ? ('undated' as const)
+        : paymentDate >= today
+          ? ('upcoming' 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 ?
-        formatDecimal(
+    decimalFromString(clean.value).value > ZERO_AMOUNT
+      ? 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 :
-      instrument.floatingCouponFlag === true ?
-        'COUPON_TYPE_FLOATING' :
-        null;
+    next?.couponType && !isTbankProtocolValue(next.couponType, TbankCouponType.Unspecified)
+      ? next.couponType
+      : instrument.floatingCouponFlag === true
+        ? TbankCouponType.Floating
+        : 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 ?
-          bondQuote(result.values, result.unavailable, result.observedAt) :
-        null,
+      data: result.values.instrument
+        ? bondQuote(result.values, result.unavailable, result.observedAt)
+        : 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 ?
-          formatDecimal(subtract(decimal(last.price), decimal(previous.close))) :
-        null,
+      last?.price && previous?.close
+        ? formatDecimal(subtract(decimal(last.price), decimal(previous.close)))
+        : 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' ?
-                  undefined :
-                    money('30', scenario === 'currency' ? 'usd' : 'rub'),
+                scenario === 'unknown'
+                  ? undefined
+                  : 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 ?
-      { currency, value: formatDecimal(decimal(value)) } :
-    null;
+  return value && currency
+    ? { currency, value: formatDecimal(decimal(value)) }
+    : 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(
-      request.user.sub,
-      uid,
-      query.sync === 'observe',
-    );
+    return this.income.readPosition(request.user.sub, uid);
   }
 
   @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 ?
-            [{ from: gap.from, to: covered.from }] :
-            []),
+        ...(covered.from > gap.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 ?
-                        { now: intent.now } :
-                        {}),
-                  } :
-                  {}),
+                    ...(intent.now && intent.now > previousNow
+                      ? { 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 ?
-                [{ from: previous.from, to: range.from }] :
-                []),
-            ...(previous.to > range.to ?
-                [{ from: range.to, to: previous.to }] :
-                []),
+            ...(previous.from < range.from
+              ? [{ from: previous.from, to: range.from }]
+              : []),
+            ...(previous.to > range.to
+              ? [{ from: range.to, to: previous.to }]
+              : []),
           ]) {
             await tx.tbankCandleCoverage.create({
               data: { ...previous, ...part },