chore(release): 2.4.0

Backend patch #129 for WealthLedger/deploy#12. Verified release SHA `0dff4b43773041a73a725fa0b9d0c665eac0cab2`; fast-forward-only main then tag on exact SHA.

---------

Co-authored-by: Sergey Krylov <ksv741@mail.ru>
Reviewed-on: #132
Co-authored-by: codex-bot <codex-bot@ksv741.ru>

.ai/conventions/engineering.md

@@ -7,11 +7,19 @@
 checkout. Внешний API задаётся предоставленным публичным контрактом;
 исходники или инструкции его реализации не являются зависимостью разработки.
 При нехватке требования сообщи, какое решение не определено, до его реализации.
+При конфликте с общим шаблоном следуй местным правилам и явному запросу
+пользователя. Выбирай реализацию самостоятельно, но изменение финансовой
+логики, публичного контракта или утверждённой семантики возвращай владельцу
+на согласование до зависимой работы.
 
 Начни с результата и affected areas. До edits проследи flow/invariants, найди
 owner и 1–3 примера. Код показывает механизм; случайный аналог не меняет контракт.
-Работай напрямую; OpenSpec/SDD lifecycle — только по явному запросу.
+Выбери lightweight или SDD по Engineering Workflow из AGENTS; OpenSpec lifecycle
-Перед Node-командами активируй местную `.nvmrc`: `nvm use --silent`.
+начинай после явного решения Change Owner.
+Перед Node-командами активируй местную `.nvmrc`: если `nvm` не загружен в
+non-interactive shell, загрузи установленный `$HOME/.nvm/nvm.sh`; затем
+выполни `nvm use --silent` из backend. Если `nvm.sh` недоступен, остановись,
+не используй системный Node.
 Сохраняй чужие staged/unstaged/untracked изменения и read-only архивы.
 
 ## Change scope
@@ -57,19 +65,33 @@ Peer-конфликт решай совместимыми версиями бе
 
 ## Проверки и завершение
 
-Code/dependency change: `npm ci`, полный `npm run verify` и дополнительные
+| Когда | Что проверить |
-risk checks из местной testing convention. Targeted tests ускоряют итерацию,
+| --- | --- |
-но не заменяют финальный gate. `lint:fix`/format — edits, не proof.
+| Окружение новое, изменились manifest/lockfile или Node, установка сомнительна | `npm ci` до Node-проверок; одна правка кода переустановки не требует. |
-Markdown-only: проверь новые/изменённые тексты, локальные ссылки/якоря, маршруты
+| Итерация | Адресные тесты, typecheck и lint по затронутому поведению и риску. При изменении поведения добавь/обнови содержательную регрессию, если существующая проверка не ловит её; для косметики не создавай искусственный тест. |
-чтения и `git diff --check`; application build ради текста не нужен.
+| Итоговый code/dependency diff | Перед объявлением готовности и передачей к интеграции выполни один полный `npm run verify` на итоговых входах. Дополнительные risk checks из testing convention и явно утверждённые task checks обязательны; CI проверяет независимо. |
-Повтори routing по staged/unstaged/new files. Запиши краткие команды, результаты
+| Только Markdown | Проверь тексты, ссылки/якоря, маршруты чтения и `git diff --check`; application build не нужен. При изменении verification-контура проверь его работу. |
-и ограничения. Зелёный lint не заменяет semantic/security review.
+
+Повтори routing по staged/unstaged/new files. В отчёте по задаче/PR запиши
+проверенные входы, команду, exit code, результат и ограничения. Повторяй
+проверку при изменении значимых входов (включая config, dependencies и
+generated artifacts), сомнении в evidence или явном запросе пользователя.
+`lint:fix`/format — edits, не proof; lint не заменяет semantic/security review.
 
 ## Git и релизы
 
-Работа — в `codex/<task>` от актуального `develop`, затем PR в `develop`.
+Работа — в ветке `<type>/<issue-number>-<slug>` от актуального `develop`,
+затем PR в `develop`; для cross-repo ссылки укажи owner/repo#number.
+Имя ветки и связь PR с реальной Issue проверяются вручную: commitlint
+проверяет синтаксис commit/PR title, но не существование и соответствие Issue.
 Сохраняй чужие изменения; перед commit просмотри staged paths и diff.
-Commits и PR titles — Conventional Commits; допустим `spec:`. Каждый commit
+Commits и PR titles — Conventional Commits с parser-recognized Issue reference; допустим
-содержит одну связанную задачу. Root другого checkout не управляет этим repo.
+`spec:`. Каждый commit содержит одну задачу. Исключения release и правила
+ссылки — в Engineering Workflow из AGENTS. Root другого checkout не управляет этим repo.
 Прямой push в `main`, force-push и перенос опубликованных тегов не входят в
-обычную работу. Перед release/hotfix прочитай местный README, раздел «Релизы».
+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».

.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/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/verify.yml

@@ -34,12 +34,17 @@ jobs:
           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"
+          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
@@ -67,7 +72,8 @@ jobs:
   verify:
     needs: [commits, security]
     if: >-
-      !cancelled() && needs.security.result == 'success' &&
+      !cancelled() && gitea.event.action != 'edited' &&
+      needs.security.result == 'success' &&
       gitea.event_name != 'schedule'
     timeout-minutes: 45
     runs-on: ubuntu-latest
@@ -81,12 +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 +1,134 @@
 # Changelog
 
+## [2.4.0](https://git.personal.ksv741.ru/WealthLedger/backend/compare/v2.3.1...v2.4.0) (2026-11-01)
+
+### Features
+
+* extend account list portfolio summary ([#138](https://git.personal.ksv741.ru/WealthLedger/backend/issues/138)) ([97fc41f](https://git.personal.ksv741.ru/WealthLedger/backend/commit/97fc41fa295a7a943a27171fa41cdaf286632956))
+* **portfolio:** store and publish instrument sector and issuer (WealthLedger/main[#48](https://git.personal.ksv741.ru/WealthLedger/backend/issues/48)) ([#148](https://git.personal.ksv741.ru/WealthLedger/backend/issues/148)) ([17432df](https://git.personal.ksv741.ru/WealthLedger/backend/commit/17432dfee3d7d06841caea4419a062e2a4bfc82c))
+
+### Bug Fixes
+
+* count brokerage cash once and skip short-position return percent (WealthLedger/backend[#140](https://git.personal.ksv741.ru/WealthLedger/backend/issues/140)) ([f2843e3](https://git.personal.ksv741.ru/WealthLedger/backend/commit/f2843e30bda5442158ec145cc63a5491506bb60f))
+* reset portfolio value points inflated by double-counted cash (WealthLedger/backend[#140](https://git.personal.ksv741.ru/WealthLedger/backend/issues/140)) ([2325b63](https://git.personal.ksv741.ru/WealthLedger/backend/commit/2325b638839240bf5d6d4f7e6e1f8eaa82d4d7fd))
+* scope income and ledger sync to requested intervals (WealthLedger/backend[#57](https://git.personal.ksv741.ru/WealthLedger/backend/issues/57)) ([#147](https://git.personal.ksv741.ru/WealthLedger/backend/issues/147)) ([5e84e1e](https://git.personal.ksv741.ru/WealthLedger/backend/commit/5e84e1e5f1943b5af1992a3a946194b27fc1a1d5))
+* use available Debian packages in image build ([#129](https://git.personal.ksv741.ru/WealthLedger/backend/issues/129)) ([a250142](https://git.personal.ksv741.ru/WealthLedger/backend/commit/a250142a86e07ec7047e642afa16492fa4987f9a))
+
+### Refactoring
+
+* expose tbank-sync public api and guard its boundary (WealthLedger/backend[#118](https://git.personal.ksv741.ru/WealthLedger/backend/issues/118)) ([#143](https://git.personal.ksv741.ru/WealthLedger/backend/issues/143)) ([5295945](https://git.personal.ksv741.ru/WealthLedger/backend/commit/5295945ab237a6e94aa64d7bb54bfd04554ca9f9))
+* publish typed problem detail codes (WealthLedger/backend[#117](https://git.personal.ksv741.ru/WealthLedger/backend/issues/117)) ([#144](https://git.personal.ksv741.ru/WealthLedger/backend/issues/144)) ([d37fa2c](https://git.personal.ksv741.ru/WealthLedger/backend/commit/d37fa2c9034e90e9d22d4022c45fc36c22dd2ab3))
+* remove tbank-sync operations import cycle (WealthLedger/backend[#116](https://git.personal.ksv741.ru/WealthLedger/backend/issues/116)) ([#142](https://git.personal.ksv741.ru/WealthLedger/backend/issues/142)) ([22668da](https://git.personal.ksv741.ru/WealthLedger/backend/commit/22668da3fa0666bdd22737913379c99d4cf01993))
+
+### Tests
+
+* cover portfolio publish rollback and claim fence (WealthLedger/backend[#105](https://git.personal.ksv741.ru/WealthLedger/backend/issues/105)) ([#146](https://git.personal.ksv741.ru/WealthLedger/backend/issues/146)) ([e350146](https://git.personal.ksv741.ru/WealthLedger/backend/commit/e350146749293f2eaf8060f7626ff3c1cd8edf2c))
+* replace operations sync delays with explicit barriers (WealthLedger/backend[#104](https://git.personal.ksv741.ru/WealthLedger/backend/issues/104)) ([#145](https://git.personal.ksv741.ru/WealthLedger/backend/issues/145)) ([99b137e](https://git.personal.ksv741.ru/WealthLedger/backend/commit/99b137ed0b39ab73b6a28d1a494d2d98bf8fa380))
+
+## [2.3.1](https://git.personal.ksv741.ru/WealthLedger/backend/compare/v2.3.0...v2.3.1) (2026-10-24)
+
+### Bug Fixes
+
+* use available Debian packages in image build ([#129](https://git.personal.ksv741.ru/WealthLedger/backend/issues/129)) ([a250142](https://git.personal.ksv741.ru/WealthLedger/backend/commit/a250142a86e07ec7047e642afa16492fa4987f9a))
+
+## [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

Dockerfile

@@ -1,9 +1,9 @@
-FROM node:24.21.0-bookworm-slim AS base
+FROM node:24.22.1-bookworm-slim AS base
 WORKDIR /app
 
 FROM base AS dependencies
 # Native SQLite/bcrypt builds happen only here; compilers stay out of runtime.
-RUN apt-get update && apt-get install -y --no-install-recommends python3=3.11.2-1+b1 make=4.3-4.1 g++=4:12.2.0-3 ca-certificates=20250419~deb12u1 openssl=3.0.20-1~deb12u2 && rm -rf /var/lib/apt/lists/*
+RUN apt-get update && apt-get install -y --no-install-recommends python3 make g++ ca-certificates openssl && rm -rf /var/lib/apt/lists/*
 COPY package.json package-lock.json ./
 RUN npm ci
 COPY . .
@@ -11,7 +11,7 @@ RUN npx --no-install prisma generate
 
 FROM dependencies AS development
 # Nest watch uses ps to stop the previous process tree before restarting.
-RUN apt-get update && apt-get install -y --no-install-recommends procps=2:4.0.2-3 && rm -rf /var/lib/apt/lists/*
+RUN apt-get update && apt-get install -y --no-install-recommends procps && rm -rf /var/lib/apt/lists/*
 RUN mkdir /data && chown node:node /data && chown -R node:node /app
 USER node
 ENV NODE_ENV=development DATABASE_URL=file:/data/wealthledger.db
@@ -19,10 +19,11 @@ 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/* \
+RUN apt-get update && apt-get install -y --no-install-recommends ca-certificates openssl && rm -rf /var/lib/apt/lists/* \
     && mkdir /data && chown node:node /data
 ARG VERSION
 ARG REVISION

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
 ```
 
@@ -60,7 +61,7 @@ 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 функциональные HTTP suites
@@ -80,11 +81,13 @@ TypeScript 7 требует поддержки со стороны `ts-jest` и
 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 тоже повторяет проверки Conventional Commits.
+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`, генерацию Prisma client,
+Job `verify` запускает `npm ci` и `npm run verify` (генерация Prisma client
-`npm run verify` и функциональный `npm run test:e2e`. Используется только checkout
+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.
 
@@ -215,7 +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
@@ -248,10 +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,
+три последовательных и два параллельных запуска двух обычных e2e suites,
-сохранность вымышленного внешнего файла, отказ migration и SIGINT/SIGTERM cleanup.
+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 |
 | --- | --- |
@@ -295,35 +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`.
+релизы. Обычная работа: issue-linked ветка от актуального `develop`, PR в `develop`;
-Обычные PR допускают squash; release и обратная синхронизация сохраняют историю.
+общие правила — в Engineering Workflow по ссылке из AGENTS.
-Commits и PR titles — Conventional Commits, включая `spec:`. Версии вручную не повышай.
+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
+```text
-   `develop` содержит последний релиз. Создай `release/<name>` от проверенного
+<type>/<issue>-<slug> --squash--> develop --ff-only--> main --> tag vX.Y.Z
-   `develop`; `nvm use --silent`, `npm ci`. Hotfix начинается от `main` в
+```
-   `release/hotfix-<name>` и проходит тот же процесс.
+
+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
+   открой PR в **`develop`** с заголовком `chore(release): X.Y.Z`. После зелёных
-   `verify`, `security`, `commits` выполни fast-forward-only merge. Если `main`
+   `verify`, `security`, `commits` выполни fast-forward-only merge. Если
-   изменился, согласуй историю и повтори проверки кандидата.
+   `develop` изменился, обнови release-ветку и повтори проверки кандидата.
-4. Получи удалённый `main`, сравни его HEAD с проверенным release SHA и версией
+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,
+Обратная синхронизация не нужна: release-коммит попал в `develop` на шаге 3.
-   что `develop` содержит тег. Опубликованные теги не перемещай. При сбое после
+Опубликованные теги не перемещай. При сбое после merge создай отсутствующий тег
-   merge создай отсутствующий тег без нового bump; до merge исправь и проверь
+без нового bump; до merge исправь и проверь существующий кандидат без
-   существующий кандидат без повторного повышения версии.
+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

@@ -54,9 +54,6 @@
     }
   },
   "src/modules/investments/instruments/application/catalog-discovery.service.ts": {
-    "sonarjs/cognitive-complexity": {
-      "count": 1
-    },
     "sonarjs/no-nested-conditional": {
       "count": 1
     }
@@ -95,11 +92,8 @@
     }
   },
   "src/modules/investments/investment-sync-plan.ts": {
-    "sonarjs/cognitive-complexity": {
-      "count": 1
-    },
     "sonarjs/no-nested-conditional": {
-      "count": 4
+      "count": 3
     }
   },
   "src/modules/investments/operations/application/brokerage-operations.service.ts": {
@@ -142,11 +136,8 @@
     }
   },
   "src/modules/investments/tbank-sync/tbank-sync.service.ts": {
-    "sonarjs/cognitive-complexity": {
-      "count": 1
-    },
     "sonarjs/no-nested-conditional": {
-      "count": 7
+      "count": 6
     }
   },
   "test/bank-cards-durability.cjs": {

eslint.config.mjs

@@ -37,7 +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'],
@@ -56,6 +56,7 @@ export default defineConfig(
         'after',
         { overrides: { '?': 'before', ':': 'before' } },
       ],
+      'import-x/no-cycle': 'error',
       'import-x/no-duplicates': ['error', { 'prefer-inline': true }],
     },
   },
@@ -211,4 +212,24 @@ export default defineConfig(
       '@typescript-eslint/no-unsafe-enum-comparison': 'error',
     },
   },
+  {
+    files: ['src/**/*.ts'],
+    ignores: [...tests, 'src/modules/investments/tbank-sync/**'],
+    rules: {
+      // Separate rule so it does not replace layer-specific no-restricted-imports configs.
+      'import-x/no-restricted-paths': ['error', {
+        zones: [{
+          target: './src',
+          from: './src/modules/investments/tbank-sync',
+          except: [
+            './tbank-sync.api.ts',
+            './tbank-sync.dto.ts',
+            './tbank-sync.module.ts',
+            './tbank-sync-repository.module.ts',
+          ],
+          message: 'Use tbank-sync.api for cross-module access.',
+        }],
+      }],
+    },
+  },
 );

package.json

@@ -1,20 +1,21 @@
 {
   "name": "wealth-ledger-backend",
-  "version": "2.0.0",
+  "version": "2.4.0",
   "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",
@@ -31,93 +32,102 @@
     "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": "1.14.5",
+    "@grpc/grpc-js": "1.14.6",
     "@grpc/proto-loader": "0.8.1",
-    "@nestjs/common": "12.0.1",
+    "@nestjs/common": "12.2.0",
-    "@nestjs/config": "12.0.0",
+    "@nestjs/config": "12.0.1",
-    "@nestjs/core": "12.0.1",
+    "@nestjs/core": "12.2.0",
-    "@nestjs/jwt": "12.0.1",
+    "@nestjs/jwt": "12.0.3",
     "@nestjs/passport": "12.0.0",
-    "@nestjs/platform-express": "12.0.1",
+    "@nestjs/platform-express": "12.2.0",
-    "@nestjs/swagger": "12.0.1",
+    "@nestjs/swagger": "12.0.4",
-    "@prisma/adapter-better-sqlite3": "7.10.0",
+    "@prisma/adapter-better-sqlite3": "7.10.1",
-    "@prisma/client": "7.10.0",
+    "@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",
+    "lru-cache": "11.5.3",
-    "nestjs-pino": "5.1.0",
+    "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/cli": "21.2.4",
-    "@commitlint/config-conventional": "21.2.2",
+    "@commitlint/config-conventional": "21.2.4",
-    "@darraghor/eslint-plugin-nestjs-typed": "7.5.6",
+    "@darraghor/eslint-plugin-nestjs-typed": "7.5.8",
     "@eslint/js": "10.0.1",
-    "@nestjs/cli": "12.0.0",
+    "@nestjs/cli": "12.0.10",
-    "@nestjs/schematics": "12.0.1",
+    "@nestjs/schematics": "12.0.10",
-    "@nestjs/testing": "12.0.1",
+    "@nestjs/testing": "12.2.0",
-    "@release-it/conventional-changelog": "12.0.0",
+    "@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",
+    "conventional-changelog-conventionalcommits": "10.4.1",
-    "eslint": "10.11.0",
+    "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-jest": "29.17.0",
-    "eslint-plugin-n": "18.4.0",
+    "eslint-plugin-n": "18.5.0",
-    "eslint-plugin-perfectionist": "5.12.1",
+    "eslint-plugin-perfectionist": "5.13.0",
     "eslint-plugin-regexp": "3.3.1",
-    "eslint-plugin-security": "4.1.0",
+    "eslint-plugin-security": "4.2.0",
-    "eslint-plugin-sonarjs": "4.2.1",
+    "eslint-plugin-sonarjs": "4.2.2",
-    "globals": "17.12.0",
+    "globals": "17.13.0",
-    "jest": "30.5.1",
+    "jest": "30.5.2",
-    "release-it": "21.0.2",
+    "pino-pretty": "13.2.0",
-    "source-map-support": "0.5.21",
+    "release-it": "21.1.1",
-    "supertest": "7.2.2",
+    "supertest": "7.3.1",
-    "ts-jest": "29.4.12",
+    "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": "2.4.0"
+      "multer": "2.5.0"
+    },
+    "ajv": {
+      "fast-uri": "3.1.9"
     },
     "@prisma/config@7.10.0": {
       "deepmerge-ts": "8.0.2"
     },
     "release-it": {
-      "basic-ftp": "6.2.1",
+      "basic-ftp": "6.2.3",
-      "undici": "7.29.1"
+      "undici": "7.30.1"
+    },
+    "socks": {
+      "ip-address": "10.7.4"
     },
     "prisma": {
-      "mysql2": "3.24.4"
+      "mysql2": "3.24.6"
     }
   },
   "jest": {
@@ -144,7 +154,6 @@
     "better-sqlite3@12.11.1": true,
     "fsevents@2.3.3": true,
     "protobufjs@7.6.5": true,
-    "unrs-resolver@1.12.2": true,
+    "unrs-resolver@1.12.2": true
-    "better-sqlite3@13.0.3": true
   }
 }

prisma/migrations/20261028080000_reset_inflated_portfolio_value_points/migration.sql

@@ -0,0 +1,4 @@
+-- Points written before WealthLedger/backend#140 counted cash twice (cash balance
+-- plus the mirroring CURRENCY position). Historical compositions and FX rates are
+-- not stored, so the points cannot be recomputed exactly; history restarts here.
+DELETE FROM "TbankPortfolioValuePoint";

prisma/migrations/20261031150000_add_instrument_classification/migration.sql

@@ -0,0 +1,11 @@
+CREATE TABLE "TbankInstrumentClassification" (
+    "provider" TEXT NOT NULL,
+    "instrumentKey" TEXT NOT NULL,
+    "sector" TEXT,
+    "sectorFetchedAt" DATETIME,
+    "assetUid" TEXT,
+    "brandUid" TEXT,
+    "brandName" TEXT,
+    "brandFetchedAt" DATETIME,
+    PRIMARY KEY ("provider","instrumentKey")
+);

prisma/schema.prisma

@@ -186,6 +186,20 @@ model TbankInstrumentLookup {
   @@id([provider, identifierType, identifier])
 }
 
+// Public per-instrument classification; no holdings or credentials.
+model TbankInstrumentClassification {
+  provider        String
+  instrumentKey   String
+  sector          String?
+  sectorFetchedAt DateTime?
+  assetUid        String?
+  brandUid        String?
+  brandName       String?
+  brandFetchedAt  DateTime?
+
+  @@id([provider, instrumentKey])
+}
+
 // Source records contain no holdings, personal estimates or credentials errors.
 model TbankInstrumentSource {
   provider String

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(
+    return JSON.stringify(createOpenApiDocument(app), null, 2) + '\n';
-      'openapi.json',
-      JSON.stringify(createOpenApiDocument(app), null, 2) + '\n',
-    );
   } finally {
     await app.close();
   }
 }
 
-generate().catch((error) => {
+// Read-only: compares the runtime document with the committed artifact and never writes.
-  console.error(error);
+async function check(content) {
-  process.exitCode = 1;
+  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/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/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(
+  it('logs unhandled errors with name and stack frames but never the message', () => {
-      new Error('operation failed\npassword: SYNTHETIC_AUDIT_SECRET'),
+    const { filter, host, status, type, json, locals, logger } = setup();
-      host,
+    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

@@ -10,9 +10,12 @@ import {
 } 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>();
@@ -31,6 +34,18 @@ export class HttpExceptionFilter implements ExceptionFilter {
       : 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')
@@ -47,6 +62,20 @@ export class HttpExceptionFilter implements ExceptionFilter {
       });
   }
 
+  // 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;

src/common/logging/logging.module.ts

@@ -24,6 +24,7 @@ function completion(request: Request, response: Response, value: { responseTime:
     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 } : {}),
   };
 }
 
@@ -31,6 +32,10 @@ export function loggingOptions(config: ConfigService<Environment, true>): Option
   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);

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

@@ -14,6 +14,7 @@ describe('StructuredLogger', () => {
     const logger = new StructuredLogger(pino as never);
 
     logger.info('event', {
+      asOf: '2026-10-10T12:00:00.000Z',
       userId: 'user',
       brokerageAccountId: 'account',
       password: 'secret',
@@ -21,6 +22,7 @@ describe('StructuredLogger', () => {
 
     expect(pino.info).toHaveBeenCalledWith(
       {
+        asOf: '2026-10-10T12:00:00.000Z',
         userId: 'user',
         brokerageAccountId: 'account',
       },

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

@@ -5,21 +5,30 @@ 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',
 ]);
 

src/integrations/moex/moex.client.ts

@@ -1,7 +1,7 @@
 import { Injectable, ServiceUnavailableException } from '@nestjs/common';
 import { constants as httpStatus } from 'node:http2';
 
-enum MoexErrorCode { Unavailable = 'MOEX_UNAVAILABLE' }
+export enum MoexErrorCode { Unavailable = 'MOEX_UNAVAILABLE' }
 
 const MIN_PRICE_PERCENT_EXCLUSIVE = 0;
 const FIRST_PAGE_OFFSET = 0;

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

@@ -4,7 +4,7 @@ import { LRUCache } from 'lru-cache';
 
 import { ISO_DATE_LENGTH, ISO_DATE_START } from '../../common/time';
 
-enum NcrErrorCode { Unavailable = 'NCR_UNAVAILABLE' }
+export enum NcrErrorCode { Unavailable = 'NCR_UNAVAILABLE' }
 
 const EXPECTED_REGISTRY_TABLES = 1;
 const RATING_COLUMN = 2;

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

@@ -121,16 +121,21 @@ export class TbankAccessService {
     return work ? this.tokens.decrypt(work.connection.encryptedToken) : null;
   }
 
-  async onlineToken(userId: string) {
+  // 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 },
+      select: { encryptedToken: true, invalidToken: true, revision: true },
     });
     if (!connection) throw new ConflictException({ code: TbankErrorCode.NotConnected });
     if (connection.invalidToken) {
       throw new BadRequestException({ code: TbankErrorCode.InvalidToken });
     }
-    return this.tokens.decrypt(connection.encryptedToken);
+    const token = this.tokens.decrypt(connection.encryptedToken);
+    return this.tokens.translateInvalidToken(() => run({ revision: connection.revision, token }));
   }
 
   async publishMembership(

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-protocol.ts

@@ -5,6 +5,10 @@ export enum InstrumentIdType {
   Uid = 'INSTRUMENT_ID_TYPE_UID',
 }
 
+export enum TbankInstrumentStatus {
+  All = 'INSTRUMENT_STATUS_ALL',
+}
+
 export enum TbankInstrumentType {
   Bond = 'INSTRUMENT_TYPE_BOND',
   Share = 'INSTRUMENT_TYPE_SHARE',

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

@@ -1,5 +1,6 @@
-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';
@@ -136,6 +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', () => {
@@ -171,6 +236,16 @@ describe('TbankClient metadata retries', () => {
     jest.useRealTimers();
   });
 
+  it.each([
+    ['bondBy', (client: TbankClient, optIn: boolean) => client.getBond('token', 'uid', undefined, optIn)],
+    ['etfBy', (client: TbankClient, optIn: boolean) => client.getEtf('token', 'uid', undefined, optIn)],
+    ['getAssetBy', (client: TbankClient, optIn: boolean) => optIn ? client.getAssetBrand('token', 'uid') : client.getAssetDescription('token', 'uid')],
+  ])('%s reports NOT_FOUND only for classification lookups', async (_method, invoke) => {
+    requestRpc.mockRejectedValue({ code: status.NOT_FOUND });
+    await expect(invoke(client, false)).rejects.toBeInstanceOf(ServiceUnavailableException);
+    await expect(invoke(client, true)).rejects.toBeInstanceOf(NotFoundException);
+  });
+
   it.each([
     status.UNAVAILABLE,
     status.DEADLINE_EXCEEDED,
@@ -282,3 +357,141 @@ 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,
@@ -34,6 +35,7 @@ import {
   InstrumentIdType,
   TbankAccountStatus,
   TbankCandleInterval,
+  TbankInstrumentStatus,
   TbankInstrumentType,
   TbankOperationState,
 } from './tbank-protocol';
@@ -59,6 +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 = {
@@ -325,6 +334,35 @@ export class TbankClient {
     ).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,
@@ -337,18 +375,29 @@ export class TbankClient {
     ).then((response) => response.instruments ?? []);
   }
 
-  getBond(token: string, uid: string): Promise<null | TbankBond> {
+  getBond(token: string, uid: string, idType = InstrumentIdType.Uid, notFound = false): Promise<null | TbankBond> {
     return this.call<{ instrument?: TbankBond }>(
       token,
       this.sparseInstruments,
       'bondBy',
       {
-        idType: InstrumentIdType.Uid,
+        idType,
         id: uid,
       },
+      notFound,
     ).then((response) => response.instrument ?? null);
   }
 
+  getEtf(
+    token: string,
+    id: string,
+    idType = InstrumentIdType.Uid,
+    notFound = false,
+  ): Promise<null | Pick<TbankShare, 'assetUid' | 'figi' | 'sector' | 'uid'>> {
+    return this.call<{ instrument?: TbankShare }>(token, this.sparseInstruments, 'etfBy', { idType, id }, notFound)
+      .then((response) => response.instrument ?? null);
+  }
+
   getBondCoupons(
     token: string,
     uid: string,
@@ -367,18 +416,25 @@ export class TbankClient {
     ).then((response) => response.events ?? []);
   }
 
-  getShare(token: string, uid: string): Promise<null | TbankShare> {
+  getShare(token: string, uid: string, idType = InstrumentIdType.Uid, notFound = false): Promise<null | TbankShare> {
     return this.call<{ instrument?: TbankShare }>(
       token,
       this.instruments,
       'shareBy',
       {
-        idType: InstrumentIdType.Uid,
+        idType,
         id: uid,
       },
+      notFound,
     ).then((response) => response.instrument ?? null);
   }
 
+  getAssetBrand(token: string, assetUid: string): Promise<null | { assetUid?: string; brand?: { name?: string; uid?: string } }> {
+    return this.call<{ asset?: { brand?: { name?: string; uid?: string }; uid?: string } }>(
+      token, this.instruments, 'getAssetBy', { id: assetUid }, true,
+    ).then((response) => response.asset ? { assetUid: response.asset.uid, brand: response.asset.brand } : null);
+  }
+
   getAssetDescription(token: string, assetUid: string): Promise<null | string> {
     return this.call<{ asset?: { description?: string } }>(
       token,
@@ -476,20 +532,29 @@ export class TbankClient {
     client: TbankClientService,
     method: string,
     request: object,
+    notFound = false,
   ): Promise<Response> {
     const metadataCall = method === 'getInstrumentBy';
     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: TbankErrorCode.Unavailable });
         }
-        const response = await this.queue.run(() =>
+        const response = await this.queue.run(() => {
-          this.request<Response>(token, client, method, request),
+          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),
         });
@@ -507,6 +572,7 @@ export class TbankClient {
         if (retryable && attempts < RPC_MAX_ATTEMPTS) {
           this.logger.event('warn', 'tbank.rpc.retry', {
             operation: method,
+            ...diagnostics,
             ...failureContext,
             attempts,
             durationMs: Math.round(performance.now() - startedAt),
@@ -516,6 +582,7 @@ export class TbankClient {
         }
         this.logger.event('error', 'tbank.rpc.failed', {
           operation: method,
+          ...diagnostics,
           ...failureContext,
           attempts: queueFull ? NO_RPC_ATTEMPTS : attempts,
           durationMs: Math.round(performance.now() - startedAt),
@@ -528,7 +595,7 @@ export class TbankClient {
         }
         if (
           grpcCode === status.NOT_FOUND &&
-          (method === 'shareBy' || metadataCall)
+          (notFound || method === 'shareBy' || metadataCall)
         ) {
           throw new NotFoundException();
         }
@@ -543,17 +610,42 @@ 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

@@ -37,7 +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.service.ts

@@ -17,7 +17,7 @@ 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';

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

@@ -22,9 +22,9 @@ import {
 
 import { ApiProblemResponses } from '../../../common/decorators/api-safe-error-response.decorator';
 import { HttpErrorCode } from '../../../common/error-code';
-import { AuthService } from '../application/auth.service';
+import { AuthService, REFRESH_TTL_MS } from '../application/auth.service';
 import { AccessPayload, AuthenticationResult } from '../application/auth.types';
-import { CredentialsDto } from './auth.dto';
+import { LoginDto, RegisterDto } from './auth.dto';
 import { JwtAuthGuard } from './jwt-auth.guard';
 
 const REFRESH_COOKIE = 'refresh_token';
@@ -56,7 +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(
@@ -69,7 +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(
@@ -134,6 +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' })
+// Login stays lenient: accounts created under an older policy must still sign in.
-class PasswordBytesConstraint {
+@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,
+    description: `Raw password: ${MIN_PASSWORD_LENGTH}-${MAX_PASSWORD_BYTES} printable ASCII characters (letters, digits, symbols, space). Not trimmed or normalized.`,
-    maxLength: MAX_PASSWORD_BYTES,
+    pattern: PASSWORD_PATTERN,
     example: 'a secure password',
   })
   @IsString()
-  @MinLength(MIN_PASSWORD_LENGTH)
+  @Matches(new RegExp(PASSWORD_PATTERN), {
-  @Validate(PasswordBytesConstraint)
+    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/banking/bank-cards/application/bank-operations.service.ts

@@ -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,
@@ -359,9 +454,7 @@ export class BankOperationsService {
         take: limit,
       });
       return {
-        items: await Promise.all(
+        items: await this.pageViews(tx, rows),
-          rows.map((row) => this.operationView(tx, row)),
-        ),
         total,
         page,
         hasNext: page * limit < total,

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

@@ -2,12 +2,39 @@ import { ApiProperty } from '@nestjs/swagger';
 
 import { MoneyDto } from '../../../common/money.dto';
 import { InvestmentResourceMetaDto } from '../investment-resource.dto';
+import { PortfolioStructureDto } from '../portfolio/portfolio.api';
 import { HourlySyncStatusDto } from '../tbank-sync/tbank-sync.dto';
 
+export class UnrealizedReturnDto {
+  @ApiProperty()
+  declare currency: string;
+
+  @ApiProperty({ example: '12.345678901' })
+  declare absolute: string;
+
+  @ApiProperty({ example: '100.00' })
+  declare costBasis: string;
+
+  @ApiProperty({ type: String, nullable: true, example: '12.34' })
+  declare percent: null | string;
+
+  @ApiProperty()
+  declare partial: boolean;
+}
+
 export class PortfolioSummaryDto {
   @ApiProperty({ type: MoneyDto, isArray: true })
   declare totalsByCurrency: MoneyDto[];
 
+  @ApiProperty({ type: MoneyDto, isArray: true })
+  declare cashBalances: MoneyDto[];
+
+  @ApiProperty({ type: PortfolioStructureDto })
+  declare structure: PortfolioStructureDto;
+
+  @ApiProperty({ type: UnrealizedReturnDto, isArray: true })
+  declare unrealizedReturnByCurrency: UnrealizedReturnDto[];
+
   @ApiProperty({
     type: 'integer',
     minimum: 0,
@@ -21,6 +48,20 @@ export class PortfolioSummaryDto {
     description: 'Number of non-zero bond positions, not the number of units.',
   })
   declare bondPositionCount: number;
+
+  @ApiProperty({
+    type: 'integer',
+    minimum: 0,
+    description: 'Number of non-zero fund positions, not the number of units.',
+  })
+  declare fundPositionCount: number;
+
+  @ApiProperty({
+    type: 'integer',
+    minimum: 0,
+    description: 'Number of all non-zero positions, not the number of units.',
+  })
+  declare totalPositionCount: number;
 }
 
 export class BrokerageAccountDto {

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

@@ -33,6 +33,7 @@ describe('saved brokerage account projection', () => {
   });
 
   it('keeps exact saved totals and independent missing summaries', async () => {
+    const structure = { currencies: [], unvaluedCategories: [] };
     portfolio.saved.mockResolvedValue({
       membership: meta,
       accounts: [
@@ -43,10 +44,12 @@ describe('saved brokerage account projection', () => {
           openedOn: null,
           meta,
           snapshot: {
+            cashBalances: [{ currency: 'RUB', value: '10.000000001' }],
+            structure,
             totalsByCurrency: [
               { currency: 'RUB', value: '100000000.000000001' },
             ],
-            positions: [{ type: 'STOCK' }, { type: 'BOND' }],
+            positions: [{ type: 'STOCK', quantity: '1' }, { type: 'BOND', quantity: '2' }],
           },
         },
         {
@@ -61,15 +64,91 @@ describe('saved brokerage account projection', () => {
     });
     const response = await service.list('owner');
     expect(response.data?.[0].portfolioSummary).toEqual({
+      cashBalances: [{ currency: 'RUB', value: '10.000000001' }],
+      structure,
       totalsByCurrency: [{ currency: 'RUB', value: '100000000.000000001' }],
       stockPositionCount: 1,
       bondPositionCount: 1,
+      fundPositionCount: 0,
+      totalPositionCount: 2,
+      unrealizedReturnByCurrency: [],
     });
     expect(response.data?.[1].portfolioSummary).toBeNull();
     expect(response.meta.availability).toBe('available');
     expect(response.meta.completeness).toBe('complete');
   });
 
+  it('returns an empty summary from an empty saved portfolio', async () => {
+    const structure = { currencies: [], unvaluedPositions: [], unknownValues: [] };
+    portfolio.saved.mockResolvedValueOnce({
+      membership: meta,
+      accounts: [{
+        id: 'empty', name: 'Empty', type: 'BROKERAGE', openedOn: null, meta,
+        snapshot: { cashBalances: [], structure, totalsByCurrency: [], positions: [] },
+      }],
+    });
+
+    expect((await service.list('owner')).data?.[0].portfolioSummary).toEqual({
+      cashBalances: [], structure, totalsByCurrency: [],
+      stockPositionCount: 0, bondPositionCount: 0,
+      fundPositionCount: 0, totalPositionCount: 0,
+      unrealizedReturnByCurrency: [],
+    });
+  });
+
+  it('calculates exact returns by currency, partial data, and zero cost basis', async () => {
+    portfolio.saved.mockResolvedValueOnce({
+      membership: meta,
+      accounts: [{
+        id: 'a', name: 'A', type: 'BROKERAGE', openedOn: null, meta,
+        snapshot: {
+          cashBalances: [], structure: {}, totalsByCurrency: [
+            { currency: 'RUB', value: '100' }, { currency: 'USD', value: '20' },
+          ],
+          positions: [
+            { type: 'STOCK', quantity: '2', averagePurchasePrice: { currency: 'RUB', value: '10.000000001' }, absoluteReturn: { currency: 'RUB', value: '0.000000003' } },
+            { type: 'BOND', quantity: '0.5', averagePurchasePrice: { currency: 'RUB', value: '20' }, absoluteReturn: { currency: 'RUB', value: '1.25' } },
+            { type: 'FUND', quantity: '3', averagePurchasePrice: { currency: 'USD', value: '2.5' }, absoluteReturn: null },
+            { type: 'STOCK', quantity: '4', averagePurchasePrice: { currency: 'USD', value: '0' }, absoluteReturn: { currency: 'USD', value: '2.5' } },
+            { type: 'CURRENCY', quantity: '100', averagePurchasePrice: { currency: 'EUR', value: '1' }, absoluteReturn: { currency: 'EUR', value: '5' } },
+            { type: 'BOND', quantity: '1', currentValue: { currency: 'CNY', value: '7' }, averagePurchasePrice: null, absoluteReturn: null },
+          ],
+        },
+      }],
+    });
+
+    expect((await service.list('owner')).data?.[0].portfolioSummary).toMatchObject({
+      stockPositionCount: 2, bondPositionCount: 2,
+      fundPositionCount: 1, totalPositionCount: 6,
+      unrealizedReturnByCurrency: [
+        { currency: 'CNY', absolute: '0', costBasis: '0', percent: null, partial: true },
+        { currency: 'RUB', absolute: '1.250000003', costBasis: '30.000000002', percent: '4.17', partial: false },
+        { currency: 'USD', absolute: '2.5', costBasis: '0', percent: null, partial: true },
+      ],
+    });
+  });
+
+  it('omits return percent for a currency with short positions', async () => {
+    portfolio.saved.mockResolvedValueOnce({
+      membership: meta,
+      accounts: [{
+        id: 'a', name: 'A', type: 'BROKERAGE', openedOn: null, meta,
+        snapshot: {
+          cashBalances: [], structure: {}, totalsByCurrency: [],
+          positions: [
+            { type: 'STOCK', quantity: '-2', averagePurchasePrice: { currency: 'RUB', value: '100' }, absoluteReturn: { currency: 'RUB', value: '-20' } },
+            { type: 'STOCK', quantity: '1', averagePurchasePrice: { currency: 'USD', value: '10' }, absoluteReturn: { currency: 'USD', value: '1' } },
+          ],
+        },
+      }],
+    });
+
+    expect((await service.list('owner')).data?.[0]?.portfolioSummary?.unrealizedReturnByCurrency).toEqual([
+      { currency: 'RUB', absolute: '-20', costBasis: '-200', percent: null, partial: false },
+      { currency: 'USD', absolute: '1', costBasis: '10', percent: '10', partial: false },
+    ]);
+  });
+
   it('observes the latest hourly walk without starting another one', async () => {
     portfolio.saved.mockResolvedValue({ membership: meta, accounts: [] });
     sync.hourly.mockResolvedValue({

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

@@ -1,10 +1,82 @@
 import { Injectable } from '@nestjs/common';
 import { createHash } from 'node:crypto';
 
+import {
+  decimalFromString,
+  divide,
+  formatDecimal,
+  isZero,
+  multiply,
+} from '../../../common/decimal';
 import { investmentResourceMeta } from '../investment-resource.mapper';
-import { PortfolioService } from '../portfolio/portfolio.api';
+import { sumMoneyByCurrency } from '../portfolio/domain/portfolio-totals';
-import { TbankSyncRepository } from '../tbank-sync/tbank-sync.repository';
+import { PortfolioPositionDto, PortfolioService } from '../portfolio/portfolio.api';
-import { BrokerageAccountDto, BrokerageAccountsResourceDto } from './brokerage-account.dto';
+import { hourlyAttempt, TbankSyncRepository } from '../tbank-sync/tbank-sync.api';
+import {
+  BrokerageAccountDto,
+  BrokerageAccountsResourceDto,
+  UnrealizedReturnDto,
+} from './brokerage-account.dto';
+
+const PERCENT_DECIMAL_PLACES = 2;
+const ZERO_QUANTITY = 0n;
+
+function unrealizedReturns(positions: PortfolioPositionDto[]): UnrealizedReturnDto[] {
+  // Cash-like CURRENCY positions must not duplicate the separately returned cash balances.
+  const investments = positions.filter((position) => position.type !== 'CURRENCY');
+  const absolute = sumMoneyByCurrency(
+    investments.flatMap((position) => position.absoluteReturn ? [position.absoluteReturn] : []),
+  );
+  const costs = sumMoneyByCurrency(
+    investments.flatMap((position) =>
+      position.absoluteReturn && position.averagePurchasePrice
+        ? [{
+            currency: position.absoluteReturn.currency,
+            value: formatDecimal(multiply(
+              decimalFromString(position.averagePurchasePrice.value),
+              decimalFromString(position.quantity),
+            )),
+          }]
+        : [],
+    ),
+  );
+  const partial = new Set(
+    investments.flatMap((position) => {
+      const money = position.absoluteReturn
+        ? null
+        : position.averagePurchasePrice ?? position.currentValue;
+      return money ? [money.currency] : [];
+    }),
+  );
+  // A short position has negative cost basis, so a percent would flip sign or net out.
+  const withShorts = new Set(
+    investments.flatMap((position) => {
+      const money = position.absoluteReturn ?? position.averagePurchasePrice ?? position.currentValue;
+      return money && decimalFromString(position.quantity).value < ZERO_QUANTITY ? [money.currency] : [];
+    }),
+  );
+  const currencies = new Set([...absolute, ...costs].map((money) => money.currency));
+  return [...new Set([...currencies, ...partial])]
+    .sort((left, right) => left.localeCompare(right))
+    .map((currency) => {
+      const absoluteReturn = absolute.find((money) => money.currency === currency)?.value ?? '0';
+      const costBasis = costs.find((money) => money.currency === currency)?.value ?? '0';
+      const cost = decimalFromString(costBasis);
+      return {
+        currency,
+        absolute: absoluteReturn,
+        costBasis,
+        percent: isZero(cost) || withShorts.has(currency)
+          ? null
+          : formatDecimal(divide(
+              multiply(decimalFromString(absoluteReturn), decimalFromString('100')),
+              cost,
+              PERCENT_DECIMAL_PLACES,
+            )),
+        partial: partial.has(currency),
+      };
+    });
+}
 
 @Injectable()
 export class BrokerageAccountsService {
@@ -26,12 +98,20 @@ export class BrokerageAccountsService {
             portfolioSummary: account.snapshot
               ? {
                   totalsByCurrency: account.snapshot.totalsByCurrency,
+                  cashBalances: account.snapshot.cashBalances,
+                  structure: account.snapshot.structure,
+                  unrealizedReturnByCurrency: unrealizedReturns(account.snapshot.positions),
                   stockPositionCount: account.snapshot.positions.filter(
                     (position) => position.type === 'STOCK',
                   ).length,
                   bondPositionCount: account.snapshot.positions.filter(
                     (position) => position.type === 'BOND',
                   ).length,
+                  fundPositionCount: account.snapshot.positions.filter(
+                    (position) => position.type === 'FUND',
+                  ).length,
+                  // The snapshot mapper already drops zero-quantity positions.
+                  totalPositionCount: account.snapshot.positions.length,
                 }
               : null,
           }));
@@ -61,6 +141,7 @@ export class BrokerageAccountsService {
           : null,
         freshForMs: 3_600_000,
         work: null,
+        lastAttempt: hourlyAttempt(hourly, ['membership', 'portfolio']),
         dependencies: saved.accounts.map((account) => account.meta),
       }),
       sync: hourly

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' }),
     ]);
-  });
+    expect(
-
+      response.meta.dependencies.some((dependency) => dependency.role !== 'selected'),
-  it('labels an unavailable leap-day comparison as year', async () => {
+    ).toBe(false);
-    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: 'temporarily-unavailable',
-        unavailableReason: 'CALENDAR_OR_ACCOUNT_HISTORY',
-      }),
-    ]);
-    expect(response.data?.yearComparison).toBeNull();
   });
 
   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),
         }));
@@ -247,8 +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

@@ -6,7 +6,6 @@ import {
   compare,
   decimalFromString,
   formatDecimal,
-  subtract,
 } from '../../../common/decimal';
 import { isTbankProtocolValue, TbankOperationType } from '../../../integrations/tbank/tbank-protocol';
 import { DateOnlyRange, moscowDate } from '../investment-calendar';
@@ -18,7 +17,6 @@ import {
 import {
   IncomeAnalyticsEntryDto,
   IncomeAnalyticsResourceDto,
-  IncomeComparisonDto,
   IncomeCurrencySummaryDto,
   IncomeDependencyDto,
   IncomeInstrumentDto,
@@ -47,14 +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.selected],
-        plan = planIncomePeriod(undefined, undefined, openedAt);
-        return [plan.selected];
-      },
       observe,
     );
     if (selected.items === null) return { data: null, meta: selected.meta };
@@ -77,44 +72,17 @@ export class IncomeAnalyticsService {
     to: string | undefined,
     observe = false,
   ): Promise<IncomeAnalyticsResourceDto> {
-    let plan = planIncomePeriod(from, to);
+    const plan = planIncomePeriod(from, to);
-    const periods = await this.operations.collectRanges(
+    const [current] = await this.operations.collectRanges(
       userId,
       accountId,
-      (openedAt) => {
+      () => [plan.selected],
-        plan = planIncomePeriod(from, to, openedAt);
-        return [
-          plan.selected,
-          plan.previous,
-          ...(plan.yearAgo ? [plan.yearAgo] : []),
-        ];
-      },
       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 = current.meta.sync;
-    const work =
-      states.find((state) => state.state === 'running') ??
-      states.find((state) => state.state === 'failed');
     const meta = {
       ...investmentResourceMeta({
         resourceKey: `income/${accountId}/${plan.selected.from}/${plan.selected.to}`,
@@ -127,7 +95,10 @@ export class IncomeAnalyticsService {
           ? 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,
       }),
@@ -147,14 +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),
@@ -198,38 +161,6 @@ 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,
@@ -293,22 +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', () => {
+  it('keeps empty buckets and skips removed comparison ranges', () => {
-    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();
     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

@@ -8,51 +8,34 @@ import {
   utcDate,
 } from '../investment-calendar';
 
-enum IncomeErrorCode { InvalidPeriod = 'INVALID_INCOME_PERIOD' }
+export 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'
@@ -136,34 +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: IncomeErrorCode.InvalidPeriod });
 }

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

@@ -3,17 +3,11 @@ import {
   Injectable,
   NotFoundException,
 } from '@nestjs/common';
-import { randomUUID } from 'node:crypto';
 
-import { StructuredLogger } from '../../../../common/logging/structured-logger.service';
-import { isTbankErrorCode, TbankErrorCode } from '../../../../integrations/tbank/tbank-error-code';
 import {
   TbankAccessService,
-  type TbankBond,
   TbankClient,
-  type TbankShare,
   tbankSourceTtlMs,
-  type TbankSyncAttempt,
 } from '../../../../integrations/tbank/tbank.api';
 import { investmentResourceMeta } from '../../investment-resource.mapper';
 import { InstrumentErrorCode } from '../domain/instrument-error-code';
@@ -28,46 +22,27 @@ import {
   catalogSearchLimit,
   selectCatalogInstruments,
 } from './catalog-selection';
+import { publicInstrument } from './public-instrument';
 
 const UNAMBIGUOUS_MATCH_COUNT = 1;
 const NO_MATCHES = 0;
 const FIRST_RESULT_OFFSET = 0;
-const MISSING_DATA_REVISION = '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({
@@ -83,7 +58,7 @@ export class CatalogDiscoveryService {
 
   async search(userId: string, input: CatalogQuery, observe = false) {
     if (!observe) return this.onlineSearch(userId, catalogQuery(input));
-    const discovery = await this.read(userId, input, observe);
+    const discovery = await this.read(userId, input);
     const sources = discovery.data
       ? await this.enrichment.readMany(
           userId,
@@ -147,11 +122,11 @@ export class CatalogDiscoveryService {
     observe = false,
   ) {
     if (!observe) {
-      const token = await this.access.onlineToken(userId);
+      const instrument = await this.access.online(userId, ({ token }) =>
-      const instrument =
         instrumentType === 'share'
-          ? await this.tbank.getShare(token, uid)
+          ? this.tbank.getShare(token, uid)
-          : await this.tbank.getBond(token, uid);
+          : this.tbank.getBond(token, uid),
+      );
       if (!instrument) throw new NotFoundException();
       return {
         data: { ...publicInstrument({ ...instrument, uid }), uid, slug: instrument.ticker?.toUpperCase() ?? uid },
@@ -183,11 +158,11 @@ export class CatalogDiscoveryService {
       instrument?.ticker &&
       /^[A-Z0-9][\w.@+-]{0,79}$/i.test(instrument.ticker)
     ) {
-      const alias = await this.read(
+      const alias = await this.read(userId, {
-        userId,
+        instrumentType,
-        { instrumentType, query: instrument.ticker, exactTicker: true },
+        query: instrument.ticker,
-        observe,
+        exactTicker: true,
-      );
+      });
       if (alias.data?.length === UNAMBIGUOUS_MATCH_COUNT && alias.data[0].uid === uid) {
         slug = instrument.ticker.toUpperCase();
       }
@@ -226,11 +201,11 @@ export class CatalogDiscoveryService {
   ) {
     if (!observe) {
       const query = ticker.trim().toUpperCase();
-      const token = await this.access.onlineToken(userId);
+      const found = await this.access.online(userId, ({ token }) =>
-      const found =
         instrumentType === 'share'
-          ? await this.tbank.findShares(token, query)
+          ? this.tbank.findShares(token, query)
-          : await this.tbank.findBonds(token, query);
+          : this.tbank.findBonds(token, query),
+      );
       const matches = selectCatalogInstruments(
         found.filter((item) => item.ticker?.trim().toUpperCase() === query),
         query,
@@ -248,11 +223,11 @@ export class CatalogDiscoveryService {
       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(
+    const lookup = await this.read(userId, {
-      userId,
+      instrumentType,
-      { instrumentType, query: ticker, exactTicker: true },
+      query: ticker,
-      observe,
+      exactTicker: true,
-    );
+    });
     if (lookup.data?.length === NO_MATCHES) throw new NotFoundException();
     if (lookup.data && lookup.data.length > UNAMBIGUOUS_MATCH_COUNT) {
       throw new ConflictException({
@@ -293,28 +268,32 @@ export class CatalogDiscoveryService {
   }
 
   private async onlineSearch(userId: string, input: CatalogQuery) {
-    const token = await this.access.onlineToken(userId);
+    const { details, instruments, prices } = await this.access.online(userId, async ({ token }) => {
-    const found =
+      const found =
-      input.instrumentType === 'share'
-        ? await this.tbank.findShares(token, input.query)
-        : await this.tbank.findBonds(token, input.query);
-    const instruments = selectCatalogInstruments(
-      input.exactTicker
-        ? found.filter((item) => item.ticker?.trim().toUpperCase() === input.query)
-        : found,
-      input.query,
-      input.instrumentType,
-    ).slice(FIRST_RESULT_OFFSET, input.exactTicker ? tickerAmbiguityLimit : catalogSearchLimit);
-    const details = await Promise.all(
-      instruments.map((item) =>
         input.instrumentType === 'share'
-          ? this.tbank.getShare(token, item.uid)
+          ? await this.tbank.findShares(token, input.query)
-          : this.tbank.getBond(token, item.uid),
+          : await this.tbank.findBonds(token, input.query);
-      ),
+      const instruments = selectCatalogInstruments(
-    );
+        input.exactTicker
-    const prices = instruments.length
+          ? found.filter((item) => item.ticker?.trim().toUpperCase() === input.query)
-      ? await this.tbank.getLastPrices(token, instruments.map((item) => item.uid))
+          : 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 };
+    });
     const fetchedAt = new Date();
     const data = instruments.flatMap((item, index) => {
       const detail = details.at(index);
@@ -336,196 +315,4 @@ export class CatalogDiscoveryService {
       }),
     };
   }
-
-  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 (
-        !force &&
-        saved.dataRevision !== MISSING_DATA_REVISION
-      ) 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;
-    });
-    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 && isTbankErrorCode(error.message, TbankErrorCode.InvalidToken)) {
-            await this.access.rejectMembershipToken(attempt);
-          } else {
-            this.logger.event('warn', 'catalog-discovery.failed', {
-              code: TbankErrorCode.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: TbankErrorCode.Unavailable,
-      });
-    } finally {
-      this.running = false;
-    }
-  }
-}
-
-function publicInstrument(value: TbankBond | TbankShare) {
-  const bond = value as TbankBond;
-  const share = value as TbankShare;
-  return {
-    uid: value.uid,
-    figi: value.figi,
-    assetUid: value.assetUid,
-    name: value.name,
-    ticker: value.ticker,
-    isin: value.isin,
-    classCode: value.classCode,
-    realExchange: value.realExchange,
-    apiTradeAvailableFlag: value.apiTradeAvailableFlag,
-    currency: value.currency,
-    shareType: share.shareType,
-    sector: value.sector,
-    lot: value.lot,
-    brand: value.brand ? { logoName: value.brand.logoName } : undefined,
-    first_1dayCandleDate: value.first_1dayCandleDate,
-    nominal: bond.nominal,
-    initialNominal: bond.initialNominal,
-    aciValue: bond.aciValue,
-    maturityDate: bond.maturityDate,
-    callDate: bond.callDate,
-    couponQuantityPerYear: bond.couponQuantityPerYear,
-    floatingCouponFlag: bond.floatingCouponFlag,
-    perpetualFlag: bond.perpetualFlag,
-    amortizationFlag: bond.amortizationFlag,
-    subordinatedFlag: bond.subordinatedFlag,
-    bondType: bond.bondType,
-    riskLevel: bond.riskLevel,
-  };
 }

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

@@ -38,6 +38,7 @@ import {
 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(
@@ -208,7 +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 });
@@ -230,7 +231,6 @@ export class CatalogEnrichmentService {
     return reservation;
   }
 
-  // eslint-disable-next-line sonarjs/cognitive-complexity -- Section composition owns the source dependency policy.
   async section(
     userId: string,
     instrumentType: 'bond' | 'share',
@@ -239,18 +239,20 @@ export class CatalogEnrichmentService {
     observe = false,
   ) {
     if (section === 'company' && !observe) {
-      const token = await this.access.onlineToken(userId);
+      const { description, fundamentals, instrument } = await this.access.online(userId, async ({ token }) => {
-      const instrument =
+        const instrument =
-        instrumentType === 'share'
+          instrumentType === 'share'
-          ? await this.tbank.getShare(token, uid)
+            ? await this.tbank.getShare(token, uid)
-          : await this.tbank.getBond(token, uid);
+            : await this.tbank.getBond(token, uid);
-      if (!instrument) throw new NotFoundException();
+        if (!instrument) throw new NotFoundException();
-      const [description, fundamentals] = instrument.assetUid
+        const [description, fundamentals] = instrument.assetUid
-        ? await Promise.all([
+          ? await Promise.all([
-            this.tbank.getAssetDescription(token, instrument.assetUid),
+              this.tbank.getAssetDescription(token, instrument.assetUid),
-            this.tbank.getFundamentals(token, instrument.assetUid),
+              this.tbank.getFundamentals(token, instrument.assetUid),
-          ])
+            ])
-        : [null, null];
+          : [null, null];
+        return { description, fundamentals, instrument };
+      });
       const meta = investmentResourceMeta({
         resourceKey: `${instrumentType}/company/${uid}`,
         dataRevision: `online:${Date.now()}`,
@@ -580,6 +582,14 @@ 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();
@@ -643,39 +653,6 @@ export type CatalogPayload = {
   tradingStatus?: null | string;
 };
 
-function publicInstrument(value: TbankBond | TbankShare) {
-  const bond = value as TbankBond;
-  const share = value as TbankShare;
-  return {
-    uid: value.uid,
-    figi: value.figi,
-    assetUid: value.assetUid,
-    name: value.name,
-    ticker: value.ticker,
-    isin: value.isin,
-    classCode: value.classCode,
-    realExchange: value.realExchange,
-    apiTradeAvailableFlag: value.apiTradeAvailableFlag,
-    currency: value.currency,
-    shareType: share.shareType,
-    sector: value.sector,
-    lot: value.lot,
-    brand: value.brand ? { logoName: value.brand.logoName } : undefined,
-    first_1dayCandleDate: value.first_1dayCandleDate,
-    nominal: bond.nominal,
-    initialNominal: bond.initialNominal,
-    aciValue: bond.aciValue,
-    maturityDate: bond.maturityDate,
-    callDate: bond.callDate,
-    couponQuantityPerYear: bond.couponQuantityPerYear,
-    floatingCouponFlag: bond.floatingCouponFlag,
-    perpetualFlag: bond.perpetualFlag,
-    amortizationFlag: bond.amortizationFlag,
-    subordinatedFlag: bond.subordinatedFlag,
-    bondType: bond.bondType,
-    riskLevel: bond.riskLevel,
-  };
-}
 function sourcePolicy(kind: CatalogSource['kind']) {
   if (
     [

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

@@ -22,6 +22,8 @@ const row = (
   isin: null,
   ticker: null,
   logoName: null,
+  sector: null,
+  issuer: null,
 });
 const portfolio = (positions: PortfolioPositionDto[]): PortfolioDto => ({
   positions,

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/instruments.module.ts

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

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

@@ -0,0 +1,108 @@
+import { NotFoundException, ServiceUnavailableException } from '@nestjs/common';
+
+import type { TbankShare } from '../../../../../integrations/tbank/tbank.api';
+
+import { StockScreenerService } from './stock-screener.service';
+
+const token = 'secret-token';
+const revision = 'revision-1';
+const pageSize = 30;
+
+function share(index: number, overrides: Partial<TbankShare> = {}): TbankShare {
+  return {
+    apiTradeAvailableFlag: true,
+    buyAvailableFlag: true,
+    currency: 'RUB',
+    lot: 1,
+    name: `Share ${index}`,
+    ticker: `T${String(index).padStart(2, '0')}`,
+    uid: `e6123145-9665-43e0-8413-cd61b8aa${String(index).padStart(4, '0')}`,
+    ...overrides,
+  };
+}
+
+describe('StockScreenerService', () => {
+  const access = { online: jest.fn(), local: jest.fn() };
+  const client = { getAllShares: jest.fn() };
+  const logger = { event: jest.fn() };
+  let service: StockScreenerService;
+
+  beforeEach(() => {
+    jest.clearAllMocks();
+    access.online.mockImplementation((_userId: string, run: (connection: { revision: string; token: string }) => Promise<unknown>) =>
+      run({ revision, token }),
+    );
+    access.local.mockResolvedValue({ revision });
+    client.getAllShares.mockResolvedValue(
+      Array.from({ length: pageSize + 1 }, (_, index) => share(index)),
+    );
+    service = new StockScreenerService(access, client as never, logger as never);
+  });
+
+  it('stores the full selected catalog and returns stable non-overlapping pages', async () => {
+    const first = await service.search('user-1', {});
+    const second = await service.page('user-1', first.searchId, 2);
+
+    expect(first.items).toHaveLength(pageSize);
+    expect(first.hasNext).toBe(true);
+    expect(second).toMatchObject({ asOf: first.asOf, hasNext: false, page: 2, searchId: first.searchId });
+    expect(second.items).toEqual([expect.objectContaining({ ticker: 'T30' })]);
+    expect(client.getAllShares).toHaveBeenCalledTimes(1);
+  });
+
+  it('creates a fresh result for every search and preserves a successful empty result', async () => {
+    client.getAllShares.mockResolvedValueOnce([share(1, { sector: 'energy' })]).mockResolvedValueOnce([share(2, { sector: 'energy' })]);
+
+    const first = await service.search('user-1', { sector: 'finance' });
+    const second = await service.search('user-1', { sector: 'finance' });
+
+    expect(first).toMatchObject({ hasNext: false, items: [], page: 1 });
+    expect(second).toMatchObject({ hasNext: false, items: [], page: 1 });
+    expect(second.searchId).not.toBe(first.searchId);
+    expect(client.getAllShares).toHaveBeenCalledTimes(2);
+  });
+
+  it('does not store a result when the catalog source fails', async () => {
+    client.getAllShares.mockRejectedValueOnce(new ServiceUnavailableException());
+
+    await expect(service.search('user-1', {})).rejects.toBeInstanceOf(ServiceUnavailableException);
+  });
+
+  it('denies missing, foreign, stale, and out-of-range pages without fetching', async () => {
+    const first = await service.search('user-1', {});
+    access.local.mockResolvedValueOnce({ revision: 'revision-2' });
+
+    await expect(service.page('user-1', first.searchId, 1)).rejects.toBeInstanceOf(NotFoundException);
+    await expect(service.page('user-2', first.searchId, 1)).rejects.toBeInstanceOf(NotFoundException);
+    await expect(service.page('user-1', 'missing', 1)).rejects.toBeInstanceOf(NotFoundException);
+    await expect(service.page('user-1', first.searchId, 3)).rejects.toMatchObject({ status: 400 });
+    expect(client.getAllShares).toHaveBeenCalledTimes(1);
+  });
+
+  it('null-normalizes optional source fields and rejects malformed required fields', async () => {
+    client.getAllShares.mockResolvedValueOnce([
+      share(1, {
+        countryOfRisk: undefined,
+        currency: undefined,
+        isin: undefined,
+        realExchange: undefined,
+        sector: undefined,
+        shareType: undefined,
+        ticker: undefined,
+      }),
+    ]);
+    const result = await service.search('user-1', {});
+    expect(result.items[0]).toEqual(expect.objectContaining({ countryOfRisk: null, currency: null, isin: null, logoName: null, ticker: null }));
+
+    client.getAllShares.mockResolvedValueOnce([share(2, { name: ' ' })]);
+    await expect(service.search('user-1', {})).rejects.toBeInstanceOf(ServiceUnavailableException);
+  });
+
+  it('preserves the catalog logo name in screener results', async () => {
+    client.getAllShares.mockResolvedValueOnce([share(1, { brand: { logoName: 'sber.png' } })]);
+
+    const result = await service.search('user-1', {});
+
+    expect(result.items).toEqual([expect.objectContaining({ logoName: 'sber.png' })]);
+  });
+});

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

@@ -0,0 +1,142 @@
+import {
+  BadRequestException,
+  Inject,
+  Injectable,
+  NotFoundException,
+  ServiceUnavailableException,
+} from '@nestjs/common';
+import { randomUUID } from 'node:crypto';
+
+import type { TbankShare } from '../../../../../integrations/tbank/tbank-market.types';
+
+import { StructuredLogger } from '../../../../../common/logging/structured-logger.service';
+import { TbankClient } from '../../../../../integrations/tbank/tbank.client';
+import {
+  selectStockScreenerInstruments,
+  type StockScreenerConditions,
+} from '../domain/stock-screener-selection.rules';
+
+const MAX_SNAPSHOTS = 100;
+const PAGE_SIZE = 30;
+const MIN_PAGE = 1;
+const MINIMUM_SNAPSHOT_COUNT = 1;
+const SECONDS_PER_MINUTE = 60;
+const SNAPSHOT_TTL_MINUTES = 5;
+const MILLISECONDS_PER_SECOND = 1_000;
+const SNAPSHOT_TTL_MS = SNAPSHOT_TTL_MINUTES * SECONDS_PER_MINUTE * MILLISECONDS_PER_SECOND;
+const UUID_PATTERN = /^[0-9a-f]{8}-[0-9a-f]{4}-[1-5][0-9a-f]{3}-[89ab][0-9a-f]{3}-[0-9a-f]{12}$/i;
+
+type StockScreenerItem = {
+  countryOfRisk: null | string;
+  currency: null | string;
+  instrumentUid: string;
+  isin: null | string;
+  logoName: null | string;
+  lot: null | number;
+  name: string;
+  realExchange: null | string;
+  sector: null | string;
+  shareType: null | string;
+  ticker: null | string;
+};
+type StockScreenerPage = {
+  asOf: string;
+  hasNext: boolean;
+  items: StockScreenerItem[];
+  page: number;
+  searchId: string;
+};
+type Snapshot = { asOf: string; expiresAt: number; items: StockScreenerItem[]; revision: string; userId: string };
+type TbankAccess = {
+  local(userId: string): Promise<{ revision: string }>;
+  online<T>(userId: string, run: (connection: { revision: string; token: string }) => Promise<T>): Promise<T>;
+};
+
+@Injectable()
+export class StockScreenerService {
+  private readonly snapshots = new Map<string, Snapshot>();
+
+  constructor(
+    @Inject('TBANK_ACCESS') private readonly access: TbankAccess,
+    private readonly client: TbankClient,
+    private readonly logger: StructuredLogger,
+  ) {}
+
+  async search(userId: string, conditions: StockScreenerConditions): Promise<StockScreenerPage> {
+    const { instruments, revision } = await this.access.online(userId, async (connection) => ({
+      instruments: await this.client.getAllShares(connection.token),
+      revision: connection.revision,
+    }));
+    const asOf = new Date().toISOString();
+    const selected = selectStockScreenerInstruments({ asOf: new Date(asOf), instruments }, conditions)
+      .instruments.map((instrument) => this.item(instrument));
+    const searchId = randomUUID();
+    this.evict();
+    this.snapshots.set(searchId, {
+      asOf,
+      expiresAt: Date.now() + SNAPSHOT_TTL_MS,
+      items: selected,
+      revision,
+      userId,
+    });
+    this.logger.event('info', 'stock.screener.search.completed', { asOf, count: selected.length, operation: 'stock-screener-search' });
+    return this.result(searchId, this.snapshots.get(searchId) as Snapshot, MIN_PAGE);
+  }
+
+  async page(userId: string, searchId: string, page: number): Promise<StockScreenerPage> {
+    const snapshot = this.snapshots.get(searchId);
+    if (!snapshot || snapshot.expiresAt <= Date.now()) {
+      this.snapshots.delete(searchId);
+      this.logger.event('info', 'stock.screener.result.missing', { operation: 'stock-screener-read' });
+      throw new NotFoundException();
+    }
+    if (snapshot.userId !== userId) {
+      this.logger.event('warn', 'stock.screener.result.rejected', { operation: 'stock-screener-read' });
+      throw new NotFoundException();
+    }
+    const current = await this.access.local(userId);
+    if (snapshot.revision !== current.revision) {
+      this.logger.event('warn', 'stock.screener.result.rejected', { operation: 'stock-screener-read' });
+      throw new NotFoundException();
+    }
+    return this.result(searchId, snapshot, page);
+  }
+
+  private result(searchId: string, snapshot: Snapshot, page: number): StockScreenerPage {
+    const start = (page - MIN_PAGE) * PAGE_SIZE;
+    if (!Number.isInteger(page) || page < MIN_PAGE || (start >= snapshot.items.length && !(page === MIN_PAGE && !snapshot.items.length))) {
+      throw new BadRequestException();
+    }
+    const items = snapshot.items.slice(start, start + PAGE_SIZE);
+    return { asOf: snapshot.asOf, hasNext: start + PAGE_SIZE < snapshot.items.length, items, page, searchId };
+  }
+
+  private item(instrument: TbankShare): StockScreenerItem {
+    if (!instrument.uid || !UUID_PATTERN.test(instrument.uid) || !instrument.name?.trim()) {
+      throw new ServiceUnavailableException();
+    }
+    return {
+      countryOfRisk: instrument.countryOfRisk ?? null,
+      currency: instrument.currency ?? null,
+      instrumentUid: instrument.uid,
+      isin: instrument.isin ?? null,
+      lot: instrument.lot ?? null,
+      logoName: instrument.brand?.logoName?.trim() || null,
+      name: instrument.name,
+      realExchange: instrument.realExchange ?? null,
+      sector: instrument.sector ?? null,
+      shareType: instrument.shareType ?? null,
+      ticker: instrument.ticker ?? null,
+    };
+  }
+
+  private evict(): void {
+    for (const [searchId, snapshot] of this.snapshots) {
+      if (snapshot.expiresAt <= Date.now()) this.snapshots.delete(searchId);
+    }
+    while (this.snapshots.size >= MAX_SNAPSHOTS) {
+      const searchId = this.snapshots.keys().next().value;
+      if (searchId && this.snapshots.size >= MINIMUM_SNAPSHOT_COUNT) this.snapshots.delete(searchId);
+    }
+  }
+}

src/modules/investments/instruments/stocks/domain/stock-screener-selection.rules.spec.ts

@@ -0,0 +1,188 @@
+import type { TbankShare } from '../../../../../integrations/tbank/tbank.api';
+
+import { selectStockScreenerInstruments } from './stock-screener-selection.rules';
+
+const asOf = new Date('2026-10-10T12:00:00.000Z');
+
+function share(overrides: Partial<TbankShare> = {}): TbankShare {
+  return {
+    apiTradeAvailableFlag: true,
+    buyAvailableFlag: true,
+    currency: 'RUB',
+    lot: 10,
+    name: 'North Star',
+    ticker: 'NSTR',
+    uid: 'uid-1',
+    ...overrides,
+  };
+}
+
+describe('selectStockScreenerInstruments', () => {
+  it('keeps only instruments matching every selected condition', () => {
+    const result = selectStockScreenerInstruments(
+      {
+        asOf,
+        instruments: [
+          share({ isin: 'A', sector: 'energy' }),
+          share({ currency: 'USD', isin: 'B', sector: 'energy', uid: 'uid-2' }),
+          share({ isin: 'C', name: 'Other', sector: 'energy', uid: 'uid-3' }),
+          share({ isin: 'D', sector: 'finance', uid: 'uid-4' }),
+        ],
+      },
+      { currency: 'RUB', query: 'star', sector: 'energy' },
+    );
+
+    expect(result).toEqual({ asOf, instruments: [share({ isin: 'A', sector: 'energy' })] });
+  });
+
+  it.each([
+    ['sector', { sector: 'energy' }, share({ sector: undefined })],
+    ['share type', { shareType: 'common' }, share({ shareType: 'preferred' })],
+    ['currency', { currency: 'USD' }, share({ currency: undefined })],
+    ['exchange', { realExchange: 'MOEX' }, share({ realExchange: undefined })],
+    ['country of risk', { countryOfRisk: 'RU' }, share({ countryOfRisk: 'US' })],
+    ['query', { query: 'star' }, share({ name: undefined, ticker: undefined })],
+  ] as const)('excludes an unknown or unequal selected %s', (_condition, conditions, instrument) => {
+    const result = selectStockScreenerInstruments(
+      { asOf, instruments: [instrument] },
+      conditions,
+    );
+
+    expect(result.instruments).toEqual([]);
+  });
+
+  it('uses an inclusive maximum lot and ignores lots when it is not selected', () => {
+    const instruments = [
+      share({ isin: 'equal', lot: 10, uid: 'equal' }),
+      share({ isin: 'large', lot: 11, uid: 'large' }),
+      share({ isin: 'unknown', lot: undefined, uid: 'unknown' }),
+      share({ isin: 'zero', lot: 0, uid: 'zero' }),
+    ];
+
+    expect(
+      selectStockScreenerInstruments({ asOf, instruments }, { maxLot: 10 }).instruments.map(
+        ({ uid }) => uid,
+      ),
+    ).toEqual(['equal']);
+    expect(
+      selectStockScreenerInstruments({ asOf, instruments }, {}).instruments.map(({ uid }) => uid),
+    ).toEqual(['equal', 'large', 'unknown', 'zero']);
+  });
+
+  it('chooses the smallest matching uid as the complete representative of an ISIN', () => {
+    const chosen = share({ isin: ' same ', lot: 1, name: 'Chosen', uid: 'a' });
+    const result = selectStockScreenerInstruments(
+      {
+        asOf,
+        instruments: [share({ isin: 'SAME', lot: 99, name: 'Sibling', uid: 'z' }), chosen],
+      },
+      {},
+    );
+
+    expect(result.instruments).toEqual([chosen]);
+    expect(result.instruments[0]).toMatchObject({ lot: 1, name: 'Chosen', uid: 'a' });
+  });
+
+  it('chooses the sole matching mode of an issue', () => {
+    const matching = share({ isin: 'same', sector: 'energy', uid: 'matching' });
+    const result = selectStockScreenerInstruments(
+      {
+        asOf,
+        instruments: [share({ isin: 'same', sector: 'finance', uid: 'smaller-uid' }), matching],
+      },
+      { sector: 'energy' },
+    );
+
+    expect(result.instruments).toEqual([matching]);
+  });
+
+  it('keeps different ISIN issues from one issuer separate', () => {
+    const result = selectStockScreenerInstruments(
+      {
+        asOf,
+        instruments: [
+          share({ isin: 'common', shareType: 'common', uid: 'common' }),
+          share({ isin: 'preferred', shareType: 'preferred', uid: 'preferred' }),
+        ],
+      },
+      {},
+    );
+
+    expect(result.instruments.map(({ uid }) => uid)).toEqual(['common', 'preferred']);
+  });
+
+  it('treats instruments without an ISIN as separate issues', () => {
+    const result = selectStockScreenerInstruments(
+      {
+        asOf,
+        instruments: [share({ isin: ' ', uid: 'first' }), share({ isin: undefined, uid: 'second' })],
+      },
+      {},
+    );
+
+    expect(result.instruments.map(({ uid }) => uid)).toEqual(['first', 'second']);
+  });
+
+  it('preserves exact whitespace-differing UIDs as separate blank-ISIN issues', () => {
+    const result = selectStockScreenerInstruments(
+      {
+        asOf,
+        instruments: [
+          share({ isin: ' ', uid: 'uid' }),
+          share({ isin: undefined, uid: ' uid ' }),
+        ],
+      },
+      {},
+    );
+
+    expect(result.instruments.map(({ uid }) => uid)).toEqual([' uid ', 'uid']);
+  });
+
+  it('returns the exact chosen uid for the later card link', () => {
+    const result = selectStockScreenerInstruments(
+      {
+        asOf,
+        instruments: [share({ isin: 'same', uid: 'sibling' }), share({ isin: 'SAME', uid: 'chosen' })],
+      },
+      {},
+    );
+
+    expect(result.instruments[0]?.uid).toBe('chosen');
+  });
+
+  it.each([
+    [true, true, 1],
+    [true, false, 0],
+    [false, true, 0],
+    [false, false, 0],
+    [true, undefined, 0],
+    [undefined, true, 0],
+  ] as const)(
+    'includes only confirmed buy and API availability: buy=%s api=%s',
+    (buyAvailableFlag, apiTradeAvailableFlag, expectedCount) => {
+      const result = selectStockScreenerInstruments(
+        { asOf, instruments: [share({ apiTradeAvailableFlag, buyAvailableFlag })] },
+        {},
+      );
+
+      expect(result.instruments).toHaveLength(expectedCount);
+    },
+  );
+
+  it('orders representatives by ticker and then uid before paging', () => {
+    const result = selectStockScreenerInstruments(
+      {
+        asOf,
+        instruments: [
+          share({ isin: 'c', ticker: 'B', uid: 'z' }),
+          share({ isin: 'a', ticker: 'A', uid: 'z' }),
+          share({ isin: 'b', ticker: 'A', uid: 'a' }),
+          share({ isin: 'empty', ticker: ' ', uid: 'empty' }),
+        ],
+      },
+      {},
+    );
+
+    expect(result.instruments.map(({ uid }) => uid)).toEqual(['empty', 'a', 'z', 'z']);
+  });
+});

src/modules/investments/instruments/stocks/domain/stock-screener-selection.rules.ts

@@ -0,0 +1,106 @@
+import type { TbankShare } from '../../../../../integrations/tbank/tbank.api';
+
+export type StockScreenerCatalog = {
+  asOf: Date;
+  instruments: TbankShare[];
+};
+
+export type StockScreenerConditions = {
+  countryOfRisk?: string;
+  currency?: string;
+  maxLot?: number;
+  query?: string;
+  realExchange?: string;
+  sector?: string;
+  shareType?: string;
+};
+
+type IdentifiedShare = TbankShare & { uid: string };
+const sortBefore = 0;
+
+export function selectStockScreenerInstruments(
+  catalog: StockScreenerCatalog,
+  conditions: StockScreenerConditions,
+): StockScreenerCatalog {
+  const representatives = new Map<string, IdentifiedShare>();
+
+  for (const instrument of catalog.instruments) {
+    if (!matches(instrument, conditions)) continue;
+
+    const { uid } = instrument;
+    const isin = instrument.isin?.trim().toUpperCase();
+    const issueKey = isin ? `isin:${isin}` : `uid:${uid}`;
+    const existing = representatives.get(issueKey);
+    if (!existing || uid.localeCompare(existing.uid) < sortBefore) {
+      representatives.set(issueKey, instrument);
+    }
+  }
+
+  return {
+    asOf: catalog.asOf,
+    instruments: [...representatives.values()].sort(
+      (left, right) =>
+        (left.ticker?.trim() ?? '').localeCompare(right.ticker?.trim() ?? '') ||
+        left.uid.localeCompare(right.uid),
+    ),
+  };
+}
+
+function matches(
+  instrument: TbankShare,
+  conditions: StockScreenerConditions,
+): instrument is IdentifiedShare {
+  if (
+    !instrument.uid?.trim() ||
+    instrument.buyAvailableFlag !== true ||
+    instrument.apiTradeAvailableFlag !== true
+  ) {
+    return false;
+  }
+
+  if (
+    conditions.query !== undefined &&
+    !`${instrument.name ?? ''}\n${instrument.ticker ?? ''}`
+      .toLowerCase()
+      .includes(conditions.query.toLowerCase())
+  ) {
+    return false;
+  }
+
+  if (conditions.sector !== undefined && instrument.sector !== conditions.sector) {
+    return false;
+  }
+  if (
+    conditions.shareType !== undefined &&
+    instrument.shareType !== conditions.shareType
+  ) {
+    return false;
+  }
+  if (
+    conditions.currency !== undefined &&
+    instrument.currency !== conditions.currency
+  ) {
+    return false;
+  }
+  if (
+    conditions.realExchange !== undefined &&
+    instrument.realExchange !== conditions.realExchange
+  ) {
+    return false;
+  }
+  if (
+    conditions.countryOfRisk !== undefined &&
+    instrument.countryOfRisk !== conditions.countryOfRisk
+  ) {
+    return false;
+  }
+
+  const minimumPositiveLot = 0;
+  return (
+    conditions.maxLot === undefined ||
+    (Number.isInteger(instrument.lot) &&
+      instrument.lot !== undefined &&
+      instrument.lot > minimumPositiveLot &&
+      instrument.lot <= conditions.maxLot)
+  );
+}

src/modules/investments/instruments/stocks/presentation/stock.controller.ts

@@ -1,15 +1,21 @@
 import type { Request } from 'express';
 
 import {
+  BadRequestException,
+  Body,
   Controller,
   Get,
+  HttpCode,
+  HttpStatus,
   Param,
   ParseUUIDPipe,
+  Post,
   Query,
   Req,
   UseGuards,
+  ValidationPipe,
 } from '@nestjs/common';
-import { ApiBearerAuth, ApiOkResponse, ApiTags } from '@nestjs/swagger';
+import { ApiBearerAuth, ApiOkResponse, ApiOperation, ApiTags } from '@nestjs/swagger';
 
 import { ApiProblemResponses } from '../../../../../common/decorators/api-safe-error-response.decorator';
 import { AccessPayload, JwtAuthGuard } from '../../../../auth/auth.api';
@@ -18,6 +24,7 @@ import { GetStockCompanyUseCase } from '../application/get-stock-company.use-cas
 import { StockCatalogService } from '../application/stock-catalog.service';
 import { StockIncomeService } from '../application/stock-income.service';
 import { StockMarketService } from '../application/stock-market.service';
+import { StockScreenerService } from '../application/stock-screener.service';
 import {
   StockCandlesQueryDto,
   StockCandlesResourceDto,
@@ -26,6 +33,9 @@ import {
   StockPositionResourceDto,
   StockQuoteResourceDto,
   StockResourceDto,
+  StockScreenerCriteriaDto,
+  StockScreenerPageDto,
+  StockScreenerPageQueryDto,
   StockSearchQueryDto,
   StockSearchResourceDto,
   StockTickerParamsDto,
@@ -42,6 +52,7 @@ export class StockController {
     private readonly market: StockMarketService,
     private readonly income: StockIncomeService,
     private readonly companyInfo: GetStockCompanyUseCase,
+    private readonly screener: StockScreenerService,
   ) {}
 
   @Get()
@@ -71,6 +82,33 @@ export class StockController {
     );
   }
 
+  @Post('screener/search')
+  @HttpCode(HttpStatus.OK)
+  @ApiOperation({ operationId: 'createStockScreenerSearch' })
+  @ApiOkResponse({ type: StockScreenerPageDto })
+  searchScreener(
+    @Req() request: Request & { user: AccessPayload },
+    @Body(new ValidationPipe({ forbidNonWhitelisted: true, forbidUnknownValues: true, whitelist: true }))
+    criteria: StockScreenerCriteriaDto,
+  ) {
+    const allowed = new Set(['countryOfRisk', 'currency', 'maxLot', 'query', 'realExchange', 'sector', 'shareType']);
+    if (Object.keys(request.body as object).some((key) => !allowed.has(key))) {
+      throw new BadRequestException();
+    }
+    return this.screener.search(request.user.sub, criteria);
+  }
+
+  @Get('screener/search/:searchId')
+  @ApiOperation({ operationId: 'readStockScreenerPage' })
+  @ApiOkResponse({ type: StockScreenerPageDto })
+  pageScreener(
+    @Req() request: Request & { user: AccessPayload },
+    @Param('searchId') searchId: string,
+    @Query() query: StockScreenerPageQueryDto,
+  ) {
+    return this.screener.page(request.user.sub, searchId, query.page);
+  }
+
   @Get(':uid')
   @ApiOkResponse({ type: StockResourceDto })
   get(

src/modules/investments/instruments/stocks/presentation/stock.dto.ts

@@ -2,10 +2,12 @@ import { ApiProperty, ApiPropertyOptional } from '@nestjs/swagger';
 import { Transform } from 'class-transformer';
 import {
   IsIn,
+  IsInt,
   IsOptional,
   IsString,
   Matches,
   MaxLength,
+  Min,
   MinLength,
 } from 'class-validator';
 
@@ -21,6 +23,86 @@ import {
 import { PortfolioPositionDto } from '../../../portfolio/portfolio.api';
 
 const MIN_TICKER_LENGTH = 1;
+const MAX_SCREENER_QUERY_LENGTH = 80;
+const MIN_PAGE = 1;
+
+export class StockScreenerCriteriaDto {
+  @ApiPropertyOptional({ maxLength: MAX_SCREENER_QUERY_LENGTH })
+  @Transform(({ value }: { value: unknown }) =>
+    value === '' ? undefined : value,
+  )
+  @IsOptional()
+  @IsString()
+  @MinLength(MIN_TICKER_LENGTH)
+  @MaxLength(MAX_SCREENER_QUERY_LENGTH)
+  query?: string;
+
+  @ApiPropertyOptional({ minLength: MIN_TICKER_LENGTH })
+  @IsOptional()
+  @IsString()
+  @MinLength(MIN_TICKER_LENGTH)
+  sector?: string;
+
+  @ApiPropertyOptional({ minLength: MIN_TICKER_LENGTH })
+  @IsOptional()
+  @IsString()
+  @MinLength(MIN_TICKER_LENGTH)
+  shareType?: string;
+
+  @ApiPropertyOptional({ minLength: MIN_TICKER_LENGTH })
+  @IsOptional()
+  @IsString()
+  @MinLength(MIN_TICKER_LENGTH)
+  currency?: string;
+
+  @ApiPropertyOptional({ minLength: MIN_TICKER_LENGTH })
+  @IsOptional()
+  @IsString()
+  @MinLength(MIN_TICKER_LENGTH)
+  realExchange?: string;
+
+  @ApiPropertyOptional({ minLength: MIN_TICKER_LENGTH })
+  @IsOptional()
+  @IsString()
+  @MinLength(MIN_TICKER_LENGTH)
+  countryOfRisk?: string;
+
+  @ApiPropertyOptional({ minimum: MIN_TICKER_LENGTH, type: 'integer' })
+  @IsOptional()
+  @IsInt()
+  @Min(MIN_TICKER_LENGTH)
+  maxLot?: number;
+}
+
+export class StockScreenerPageQueryDto {
+  @ApiProperty({ minimum: MIN_PAGE, type: 'integer' })
+  @Transform(({ value }: { value: unknown }) => Number(value))
+  @IsInt()
+  @Min(MIN_PAGE)
+  declare page: number;
+}
+
+export class StockScreenerItemDto {
+  @ApiProperty({ format: 'uuid' }) declare instrumentUid: string;
+  @ApiProperty() declare name: string;
+  @ApiProperty({ nullable: true, type: String }) declare ticker: null | string;
+  @ApiProperty({ nullable: true, type: String }) declare isin: null | string;
+  @ApiProperty({ nullable: true, type: String }) declare logoName: null | string;
+  @ApiProperty({ nullable: true, type: String }) declare shareType: null | string;
+  @ApiProperty({ nullable: true, type: String }) declare sector: null | string;
+  @ApiProperty({ nullable: true, type: String }) declare currency: null | string;
+  @ApiProperty({ nullable: true, type: String }) declare realExchange: null | string;
+  @ApiProperty({ nullable: true, type: String }) declare countryOfRisk: null | string;
+  @ApiProperty({ nullable: true, minimum: MIN_TICKER_LENGTH, type: 'integer' }) declare lot: null | number;
+}
+
+export class StockScreenerPageDto {
+  @ApiProperty() declare searchId: string;
+  @ApiProperty({ format: 'date-time' }) declare asOf: string;
+  @ApiProperty({ minimum: MIN_PAGE, type: 'integer' }) declare page: number;
+  @ApiProperty() declare hasNext: boolean;
+  @ApiProperty({ type: StockScreenerItemDto, isArray: true, maxItems: 30 }) declare items: StockScreenerItemDto[];
+}
 
 export class StockSearchQueryDto extends InvestmentReadQueryDto {
   @ApiProperty({ minLength: MIN_INSTRUMENT_QUERY_LENGTH, maxLength: MAX_INSTRUMENT_QUERY_LENGTH })

src/modules/investments/investment-sync-plan.spec.ts

@@ -1,187 +1,16 @@
-import {
+import { accountHistory, ledgerRange } from './investment-sync-plan';
-  accountHistory,
-  ledgerRange,
-  planInvestmentScreen,
-} from './investment-sync-plan';
 
-describe('screen dependency and history planning', () => {
+// Missing opening dates must not silently narrow the reported history boundary.
+describe('account history boundaries', () => {
   const now = new Date('2026-09-25T12:00:00Z');
-  const context = {
+  const accounts = [{ accountId: 'a', openedOn: null }];
-    membershipKnown: true,
+
-    accounts: [{ accountId: 'a', openedOn: '2020-01-01' }],
+  it('retains the unknown opening boundary for history and instrument ledger', () => {
-    instruments: [
+    expect(accountHistory(accounts, now)[0].from.toISOString()).toBe(
-      {
-        uid: 'uid',
-        type: 'STOCK' as const,
-        historyFrom: new Date('2020-01-01Z'),
-      },
-    ],
-  };
-  it('prioritizes discovery, selected/comparisons, then history; Moscow dates are converted once', () => {
-    const plan = planInvestmentScreen(
-      {
-        screen: 'income',
-        accountId: 'a',
-        from: '2024-02-01',
-        to: '2024-02-29',
-      },
-      context,
-      now,
-    );
-    expect(plan.sources[0].kind).toBe('membership');
-    const selected = plan.sources.filter(
-      (source) => source.kind === 'operations' && source.priority === 'screen',
-    );
-    expect(
-      selected.some(
-        (source) => source.from?.toISOString() === '2024-01-31T21:00:00.000Z',
-      ),
-    ).toBe(true);
-    expect(
-      selected.some(
-        (source) => source.to?.toISOString() === '2024-02-29T21:00:00.000Z',
-      ),
-    ).toBe(true);
-    expect(plan.unavailable).toEqual([
-      { resourceKey: 'income/yearAgo', reason: 'calendar_or_account_boundary' }, // gitleaks:allow public resource identifier
-    ]);
-    const firstHistory = plan.sources.findIndex(
-      (source) => source.priority === 'history',
-    );
-    expect(
-      plan.sources
-        .slice(firstHistory)
-        .every((source) => source.priority === 'history'),
-    ).toBe(true);
-  });
-  it('force contains only shown dependencies and retains instrument reconciliation predicates', () => {
-    const plan = planInvestmentScreen(
-      {
-        screen: 'stock',
-        instrumentUid: 'uid',
-        from: '2026-01-01',
-        to: '2026-02-01',
-        candlePeriod: 'year',
-      },
-      context,
-      now,
-      true,
-    );
-    expect(plan.sources.map((source) => source.kind)).toEqual(
-      expect.arrayContaining([
-        'membership',
-        'portfolio',
-        'operations',
-        'metadata',
-        'quote',
-        'company',
-        'calendar',
-        'candles',
-      ]),
-    );
-    expect(plan.sources.every((source) => source.priority !== 'history')).toBe(
-      true,
-    );
-    expect(
-      plan.sources
-        .filter((source) => source.kind === 'operations')
-        .every((source) => source.instrumentUid === 'uid'),
-    ).toBe(true);
-    const accounts = planInvestmentScreen(
-      { screen: 'accounts' },
-      context,
-      now,
-      true,
-    );
-    expect(
-      accounts.sources.some((source) => source.kind === 'operations'),
-    ).toBe(false);
-  });
-  it('never invents an account or candle history boundary; discovery gates unknown membership', () => {
-    const unknown = {
-      ...context,
-      accounts: [{ accountId: 'a', openedOn: null }],
-      instruments: [],
-    };
-    expect(accountHistory(unknown.accounts, now)[0].from.toISOString()).toBe(
       '1970-01-01T00:00:00.000Z',
     );
     expect(
-      ledgerRange(
+      ledgerRange(undefined, undefined, 'uid', accounts, now).from.toISOString(),
-        undefined,
-        undefined,
-        'uid',
-        unknown.accounts,
-        now,
-      ).from.toISOString(),
     ).toBe('1970-01-01T00:00:00.000Z');
-    const plan = planInvestmentScreen(
-      { screen: 'bond', instrumentUid: 'uid', candlePeriod: 'all' },
-      unknown,
-      now,
-    );
-    expect(plan.sources.some((source) => source.kind === 'candles')).toBe(
-      false,
-    );
-    expect(plan.unavailable[0].reason).toBe('history_start_unavailable');
-    expect(
-      planInvestmentScreen(
-        { screen: 'account' },
-        { ...context, membershipKnown: false },
-        now,
-      ).sources,
-    ).toEqual([{ kind: 'membership', priority: 'discovery' }]);
-  });
-  it('keeps UTC event days separate from Moscow instrument calendar days at year rollover', () => {
-    const rollover = new Date('2026-12-31T22:00:00Z');
-    const events = planInvestmentScreen(
-      { screen: 'events' },
-      context,
-      rollover,
-      true,
-    );
-    expect(
-      events.sources.find((source) => source.kind === 'calendar')?.from,
-    ).toEqual(new Date('2026-12-31Z'));
-    const stock = planInvestmentScreen(
-      { screen: 'stock', instrumentUid: 'uid' },
-      context,
-      rollover,
-      true,
-    );
-    expect(
-      stock.sources.find((source) => source.kind === 'calendar'),
-    ).toMatchObject({
-      from: new Date('2022-01-01Z'),
-      to: new Date('2028-01-01Z'),
-    });
-    expect(rollover.toISOString()).toBe('2026-12-31T22:00:00.000Z');
-  });
-
-  it('keeps search queries separate and events scoped to their inclusive period', () => {
-    const search = planInvestmentScreen(
-      { screen: 'stocks', query: ' sber ' },
-      context,
-      now,
-      true,
-    );
-    expect(
-      search.sources.find((source) => source.kind === 'catalog')?.query,
-    ).toBe('SBER');
-    const events = planInvestmentScreen(
-      { screen: 'events', from: '2026-10-01', to: '2026-10-31' },
-      context,
-      now,
-      true,
-    );
-    expect(
-      events.sources.find((source) => source.kind === 'calendar'),
-    ).toMatchObject({
-      from: new Date('2026-10-01Z'),
-      to: new Date('2026-10-31Z'),
-    });
-    expect(events.sources.some((source) => source.kind === 'operations')).toBe(
-      false,
-    );
   });
 });

src/modules/investments/investment-sync-plan.ts

@@ -1,288 +1,11 @@
-import { ISO_DATE_LENGTH, ISO_DATE_START } from '../../common/time';
+import type { OperationInterval } from './operations/domain/operations-sync-plan';
-import { planIncomePeriod } from './income/income.api';
-import { dateOnlyBounds, moscowDate } from './investment-calendar';
-import {
-  type OperationInterval,
-  operationIntervals,
-} from './operations/domain/operations-sync-plan';
 
-const FORECAST_YEARS = 1;
 const JANUARY_INDEX = 0;
 const FIRST_DAY_OF_MONTH = 1;
 const EXCLUSIVE_END_OFFSET_MS = 1;
 const NO_END_OFFSET_MS = 0;
 
-export type InvestmentScreen = {
-  accountId?: string;
-  candlePeriod?: 'all' | 'halfYear' | 'month' | 'year';
-  candleRange?: { from: Date; to: Date };
-  from?: string;
-  instrumentUid?: string;
-  query?: string;
-  screen:
-    | 'account' |
-    'accounts' |
-    'bond' |
-    'bonds' |
-    'events' |
-    'income' |
-    'operations' |
-    'stock' |
-    'stocks';
-  to?: string;
-};
-const defaultEventDays = 30;
-const incomeHistoryYears = 5;
-const candleMonths = { month: 1, halfYear: 6, year: 12 };
-
 type Account = { accountId: string; openedOn: null | string };
-type Instrument = {
-  historyFrom: Date | null;
-  type: 'BOND' | 'STOCK';
-  uid: string;
-};
-type Source = {
-  accountId?: string;
-  from?: Date;
-  instrumentType?: 'BOND' | 'STOCK';
-  instrumentUid?: string;
-  kind:
-    | 'calendar' |
-    'candles' |
-    'catalog' |
-    'company' |
-    'membership' |
-    'metadata' |
-    'metrics' |
-    'operations' |
-    'portfolio' |
-    'quote';
-  priority: 'discovery' | 'history' | 'screen';
-  query?: string;
-  to?: Date;
-};
-
-// Expands screen scope, never credentials or arbitrary caller-supplied jobs.
-// Owners execute their own sources and expand instruments after discovery.
-export function planInvestmentScreen(
-  screen: InvestmentScreen,
-  context: {
-    accounts: Account[];
-    instruments: Instrument[];
-    membershipKnown: boolean;
-  },
-  now: Date,
-  force = false,
-) {
-  const sources: Source[] = [{ kind: 'membership', priority: 'discovery' }];
-  const accounts = context.accounts.filter(
-    (account) =>
-      !screen.accountId ||
-      screen.accountId === 'all' ||
-      account.accountId === screen.accountId,
-  );
-  const unavailable: { reason: string; resourceKey: string }[] = [];
-  const operations = (from: Date, to: Date, instrumentUid?: string) => {
-    const targets = accounts.flatMap((account) =>
-      from < to
-        ? [
-            {
-              accountId: account.accountId,
-              from,
-              to,
-              ...(instrumentUid ? { instrumentUid } : {}),
-            },
-          ]
-        : [],
-    );
-    sources.push(
-      ...operationIntervals(targets).map((range) => ({
-        ...range,
-        kind: 'operations' as const,
-        priority: 'screen' as const,
-      })),
-    );
-  };
-  const portfolio = () =>
-    sources.push(
-      ...accounts.map(({ accountId }) => ({
-        kind: 'portfolio' as const,
-        accountId,
-        priority: 'screen' as const,
-      })),
-    );
-  const knownOpening =
-    accounts.length && accounts.every((account) => account.openedOn)
-      ? new Date(
-          // 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.
-          `${accounts.map((account) => account.openedOn ?? '').sort()[0]}T00:00:00+03:00`,
-        )
-      : undefined;
-  if (!context.membershipKnown) return { sources, unavailable, now };
-  if (
-    ['account', 'accounts', 'bond', 'events', 'stock'].includes(screen.screen)
-  ) {
-    portfolio();
-  }
-  if (
-    screen.screen === 'operations' ||
-    screen.screen === 'stock' ||
-    screen.screen === 'bond'
-  ) {
-    const range = ledgerRange(
-      screen.from,
-      screen.to,
-      screen.instrumentUid,
-      accounts,
-      now,
-    );
-    operations(range.from, range.to, force ? screen.instrumentUid : undefined);
-  }
-  if (screen.screen === 'account' || screen.screen === 'income') {
-    const period = planIncomePeriod(
-      screen.screen === 'income' ? screen.from : undefined,
-      screen.screen === 'income' ? screen.to : undefined,
-      knownOpening,
-    );
-    for (const range of [
-      period.selected,
-      ...(screen.screen === 'income'
-        ? [period.previous, ...(period.yearAgo ? [period.yearAgo] : [])]
-        : []),
-    ]) {
-      const bounds = dateOnlyBounds(range, now);
-      operations(bounds.from, bounds.to);
-    }
-    if (screen.screen === 'income' && !period.yearAgo) {
-      unavailable.push({
-        resourceKey: 'income/yearAgo', // gitleaks:allow public resource identifier
-        reason: 'calendar_or_account_boundary',
-      });
-    }
-    if (screen.screen === 'account') {
-      const range = ledgerRange(
-        screen.from,
-        screen.to,
-        undefined,
-        accounts,
-        now,
-      );
-      operations(range.from, range.to);
-    }
-  }
-  if (screen.screen === 'stocks' || screen.screen === 'bonds') {
-    sources.push({
-      kind: 'catalog',
-      instrumentType: screen.screen === 'stocks' ? 'STOCK' : 'BOND',
-      query: screen.query?.trim().toUpperCase() ?? '',
-      priority: 'screen',
-    });
-  }
-  const instruments = context.instruments.filter(
-    (instrument) =>
-      !screen.instrumentUid || instrument.uid === screen.instrumentUid,
-  );
-  if (
-    screen.instrumentUid &&
-    !instruments.length &&
-    (screen.screen === 'stock' || screen.screen === 'bond')
-  ) {
-    instruments.push({
-      uid: screen.instrumentUid,
-      type: screen.screen === 'stock' ? 'STOCK' : 'BOND',
-      historyFrom: null,
-    });
-  }
-  for (const instrument of instruments) {
-    const identity = {
-      instrumentUid: instrument.uid,
-      instrumentType: instrument.type,
-    };
-    sources.push({ ...identity, kind: 'metadata', priority: 'screen' });
-    if (['bond', 'bonds', 'stock', 'stocks'].includes(screen.screen)) {
-      sources.push({ ...identity, kind: 'quote', priority: 'screen' });
-    }
-    if (screen.screen === 'stock' || screen.screen === 'bond') {
-      sources.push({
-        ...identity,
-        kind: screen.screen === 'stock' ? 'company' : 'metrics',
-        priority: 'screen',
-      });
-      const from = new Date(now);
-      const period = screen.candlePeriod ?? 'month';
-      if (period !== 'all') {
-        // eslint-disable-next-line security/detect-object-injection -- The period belongs to the validated candle-period union.
-        from.setUTCMonth(from.getUTCMonth() - candleMonths[period]);
-      }
-      const range =
-        screen.candleRange ??
-        (period === 'all'
-          ? instrument.historyFrom
-            ? { from: instrument.historyFrom, to: now }
-            : null
-          : { from, to: now });
-      if (range) {
-        sources.push({
-          ...identity,
-          kind: 'candles',
-          ...range,
-          priority: 'screen',
-        });
-      } else {
-        unavailable.push({
-          resourceKey: `candles/${instrument.uid}/all`,
-          reason: 'history_start_unavailable',
-        });
-      }
-    }
-    if (['account', 'bond', 'events', 'stock'].includes(screen.screen)) {
-      const day =
-        screen.screen === 'stock' || screen.screen === 'bond'
-          ? moscowDate(now)
-          : now.toISOString().slice(ISO_DATE_START, ISO_DATE_LENGTH);
-      const from =
-        screen.screen === 'events' && screen.from
-          ? new Date(`${screen.from}T00:00:00Z`)
-          : new Date(`${day}T00:00:00Z`);
-      const to =
-        screen.screen === 'events' && screen.to
-          ? new Date(`${screen.to}T00:00:00Z`)
-          : new Date(from);
-      if (
-        !(screen.screen === 'events' && screen.to) &&
-        screen.screen !== 'stock' &&
-        screen.screen !== 'bond'
-      ) {
-        to.setUTCDate(to.getUTCDate() + defaultEventDays);
-      }
-      if (screen.screen === 'stock' || screen.screen === 'bond') {
-        from.setUTCFullYear(from.getUTCFullYear() - incomeHistoryYears);
-        to.setUTCFullYear(to.getUTCFullYear() + FORECAST_YEARS);
-      }
-      sources.push({
-        ...identity,
-        kind: 'calendar',
-        from,
-        to,
-        priority: 'screen',
-      });
-    }
-  }
-  if (!force && !['bonds', 'stocks'].includes(screen.screen)) {
-    sources.push(
-      ...accountHistory(accounts, now).map((range) => ({
-        ...range,
-        kind: 'operations' as const,
-        priority: 'history' as const,
-      })),
-    );
-  }
-  const priorities = { discovery: 0, screen: 1, history: 2 };
-  sources.sort(
-    (left, right) => priorities[left.priority] - priorities[right.priority],
-  );
-  return { sources, unavailable, now };
-}
 
 export function accountHistory(
   accounts: Account[],

src/modules/investments/operation-category.ts

@@ -0,0 +1,10 @@
+export const operationCategories = [
+  'trade',
+  'income',
+  'tax',
+  'fee',
+  'transfer',
+  'other',
+] as const;
+
+export type OperationCategory = (typeof operationCategories)[number];

src/modules/investments/operations/application/brokerage-operations-sync.service.ts

@@ -6,13 +6,11 @@ import { MILLISECONDS_PER_SECOND } from '../../../../common/time';
 import { isTbankErrorCode, TbankErrorCode } from '../../../../integrations/tbank/tbank-error-code';
 import { TbankOperationState } from '../../../../integrations/tbank/tbank-protocol';
 import { TbankAccessService, TbankClient } from '../../../../integrations/tbank/tbank.api';
-import { accountHistory } from '../../investment-sync-plan';
 import {
   type OperationInterval,
   operationIntervals,
   operationsSyncPriority,
   planOperationRead,
-  uncoveredOperationIntervals,
 } from '../domain/operations-sync-plan';
 import {
   BrokerageOperationsRepository,
@@ -48,7 +46,6 @@ export class BrokerageOperationsSyncService {
     intervals: OperationInterval[],
     options: {
       force?: boolean;
-      history?: boolean;
       movingEnd?: boolean;
       observe?: boolean;
       revision?: string;
@@ -99,30 +96,6 @@ export class BrokerageOperationsSyncService {
             connection.revision,
           )
         : null;
-    if (!options.observe && !options.force && options.history) {
-      const accountIds = new Set(
-        intervals.map((interval) => interval.accountId),
-      );
-      const history = accountHistory(
-        connection.accounts.filter((account) =>
-          accountIds.has(account.accountId),
-        ),
-        now,
-      );
-      const missing = planOperationRead(history, coverage, now, {
-        movingEnd: true,
-      }).load;
-      const remaining = uncoveredOperationIntervals(missing, targets);
-      if (remaining.length) {
-        await this.request(
-          userId,
-          remaining,
-          false,
-          'history',
-          connection.revision,
-        );
-      }
-    }
     return { plan, handle };
   }
 
@@ -209,6 +182,12 @@ export class BrokerageOperationsSyncService {
             'tbank.operations.sync.persistence_failed',
             { userId: attempt.userId, code: TbankErrorCode.Unavailable },
           );
+          // The step could not even record its failure; close the attempt
+          // durably so it does not stay running. Best effort — an open row
+          // is re-reserved by the next request.
+          await this.repository
+            .fail(attempt, false)
+            .catch(() => undefined);
         }
         const next = pending ? await this.repository.pending(attempt) : null;
         if (next) {

src/modules/investments/operations/application/brokerage-operations.service.ts

@@ -6,21 +6,16 @@ import {
   InstrumentMetadataService,
   metadataKey,
   TbankAccessService,
-  TbankMembershipService,
   type TbankOperationItem,
   tbankSourceTtlMs,
 } from '../../../../integrations/tbank/tbank.api';
 import { dateOnlyBounds, DateOnlyRange } from '../../investment-calendar';
 import { investmentResourceMeta } from '../../investment-resource.mapper';
-import {
+import { accountHistory, ledgerRange } from '../../investment-sync-plan';
-  accountHistory,
-  ledgerRange,
-  planInvestmentScreen,
-} from '../../investment-sync-plan';
 import {
   hourlyAttempt,
   TbankSyncRepository,
-} from '../../tbank-sync/tbank-sync.repository';
+} from '../../tbank-sync/tbank-sync.api';
 import { OperationErrorCode } from '../domain/operation-error-code';
 import {
   confirmedOperationRanges,
@@ -37,7 +32,6 @@ import {
 } from '../presentation/brokerage-operation.dto';
 import { BrokerageOperationsSyncService } from './brokerage-operations-sync.service';
 
-const EXCLUSIVE_END_OFFSET_MS = 1;
 const FIRST_RESULT_OFFSET = 0;
 const MISSING_MEMBERSHIP_REVISION = 0;
 const STALE_FRESHNESS_MS = 0;
@@ -61,7 +55,6 @@ export class BrokerageOperationsService {
     private readonly metadata: InstrumentMetadataService,
     private readonly repository: BrokerageOperationsRepository,
     private readonly sync: BrokerageOperationsSyncService,
-    private readonly membership: TbankMembershipService,
     private readonly config: ConfigService,
     private readonly hourlySync: TbankSyncRepository,
   ) {}
@@ -117,35 +110,14 @@ export class BrokerageOperationsService {
       cursor,
     };
     if (cursor) await this.repository.readPage(readInput);
-    const screen = planInvestmentScreen(
+    const intervals = selected.flatMap((account) =>
-      {
+      from < to ? [{ accountId: account.accountId, from, to }] : [],
-        screen: 'operations',
-        accountId,
-        from: from.toISOString(),
-        to: new Date(to.valueOf() - EXCLUSIVE_END_OFFSET_MS).toISOString(),
-      },
-      {
-        accounts: selected,
-        instruments: [],
-        membershipKnown: Boolean(connection.membershipAt),
-      },
-      now,
-    );
-    const intervals = screen.sources.flatMap((source) =>
-      source.kind === 'operations' &&
-      source.priority === 'screen' &&
-      source.accountId &&
-      source.from &&
-      source.to
-        ? [{ accountId: source.accountId, from: source.from, to: source.to }]
-        : [],
     );
     // The ledger only starts the first-time load of missing intervals; the
     // mutable tail belongs to the hourly walk and membership is not rechecked.
     if (intervals.length) {
       await this.sync.readPlan(userId, intervals, {
         movingEnd,
-        history: true,
         revision: connection.revision,
       });
     }
@@ -406,35 +378,23 @@ export class BrokerageOperationsService {
       periods: ranges,
     };
     let saved = await this.repository.readPage(input);
-    const schedule = async () => {
+    if (!observe) {
-      const current = await this.access.local(userId, accountId);
+      const targets = (saved?.connection.accounts ?? []).flatMap((account) =>
-      if (current.revision !== connection.revision) return;
+        (saved?.periods ?? []).map((period) => ({
-      const snapshot = await this.repository.readPage(input);
-      if (!snapshot?.connection.membershipAt) return;
-      const targets = snapshot.connection.accounts.flatMap((account) =>
-        (snapshot.periods ?? []).map((period) => ({
           accountId: account.accountId,
           ...period,
         })),
       );
       if (targets.length) {
         await this.sync.readPlan(userId, targets, {
-          movingEnd: snapshot.periods?.some((period) => period.movingEnd),
+          movingEnd: saved?.periods?.some((period) => period.movingEnd),
-          history: true,
           revision: connection.revision,
         });
       }
-    };
-    if (!observe) {
-      const discovery = await this.membership.request(
-        userId,
-        connection.revision,
-      );
-      if (discovery) void discovery.done.then(schedule).catch(() => undefined);
-      else await schedule();
       saved = await this.repository.readPage(input);
     }
     const now = new Date();
+    const hourly = await this.hourlySync.hourly(userId);
     const membership = investmentResourceMeta({
       resourceKey: 'accounts/membership',
       dataRevision: String(saved?.connection.membershipRevision ?? MISSING_MEMBERSHIP_REVISION),
@@ -451,7 +411,11 @@ export class BrokerageOperationsService {
         key: `${period.from}/${period.to}`,
         movingEnd: false,
       }));
-    return periods.map((period, index) => {
+    const rows = saved?.rows ?? [];
+    const instruments = await this.metadata.savedMany(
+      rows.map((row) => row.payload as TbankOperationItem),
+    );
+    return periods.map((period) => {
       const targets = (saved?.connection.accounts ?? []).map((account) => ({
         accountId: account.accountId,
         ...period,
@@ -487,8 +451,7 @@ export class BrokerageOperationsService {
           null;
       const confirmed = confirmedOperationRanges(plan.intervals, sources);
       const meta = investmentResourceMeta({
-        // eslint-disable-next-line security/detect-object-injection -- The numeric index enumerates the three comparison periods.
+        resourceKey: `income/${accountId}/selected/${period.key}`,
-        resourceKey: `income/${accountId}/${['selected', 'previous', 'yearAgo'][index]}/${period.key}`,
         dataRevision: saved?.binding ?? 'missing',
         availability: !known
           ? 'missing'
@@ -500,6 +463,7 @@ export class BrokerageOperationsService {
         fetchedAt,
         freshForMs: plan.intervals.some((range) => range.stale) ? STALE_FRESHNESS_MS : Infinity,
         work,
+        lastAttempt: hourlyAttempt(hourly, 'operations', accountId === 'all' ? undefined : accountId),
         dependencies: [membership],
         coverage: {
           requested: targets.map(serialize),
@@ -542,7 +506,7 @@ export class BrokerageOperationsService {
       return {
         meta,
         items: complete
-          ? (saved?.rows ?? [])
+          ? rows
               .filter((row) =>
                 plan.intervals.some(
                   (interval) =>
@@ -556,6 +520,10 @@ export class BrokerageOperationsService {
                   row.payload as TbankOperationItem,
                   row.occurredAt,
                 ),
+                logoName:
+                  instruments
+                    .get(metadataKey(row.payload as TbankOperationItem))
+                    ?.data?.brand?.logoName?.trim() || null,
                 ...(accountId === 'all'
                   ? {
                       account: {

src/modules/investments/operations/infrastructure/brokerage-operation.mapper.ts

@@ -3,10 +3,8 @@ import { MILLISECONDS_PER_SECOND } from '../../../../common/time';
 import { decimal } from '../../../../integrations/tbank/decimal';
 import { TbankOperationType } from '../../../../integrations/tbank/tbank-protocol';
 import { TbankMoney, TbankOperationItem } from '../../../../integrations/tbank/tbank.api';
-import {
+import { type OperationCategory } from '../../operation-category';
-  BrokerageOperationDto,
+import { BrokerageOperationDto } from '../presentation/brokerage-operation.dto';
-  OperationCategory,
-} from '../presentation/brokerage-operation.dto';
 
 const MISSING_TIMESTAMP_COMPONENT = 0;
 

src/modules/investments/operations/operations.api.ts

@@ -5,4 +5,3 @@ export type { OperationInterval } from './domain/operations-sync-plan';
 
 // Public cross-module surface. Nest providers are exported by the matching module.
 export { BrokerageOperationDto } from './presentation/brokerage-operation.dto';
-export { operationCategories } from './presentation/brokerage-operation.dto';

src/modules/investments/operations/presentation/brokerage-operation.dto.ts

@@ -16,6 +16,7 @@ import {
 import { MoneyDto } from '../../../../common/money.dto';
 import { AccountReferenceDto } from '../../account-reference.dto';
 import { InvestmentResourceMetaDto } from '../../investment-resource.dto';
+import { operationCategories, type OperationCategory } from '../../operation-category';
 
 const MIN_OPERATIONS_PAGE_SIZE = 1;
 
@@ -23,16 +24,6 @@ const MAX_CURSOR_LENGTH = 4096;
 const MAX_OPERATIONS_PAGE_SIZE = 1000;
 export const DEFAULT_OPERATIONS_PAGE_SIZE = 100;
 
-export const operationCategories = [
-  'trade',
-  'income',
-  'tax',
-  'fee',
-  'transfer',
-  'other',
-] as const;
-export type OperationCategory = (typeof operationCategories)[number];
-
 export class BrokerageOperationsQueryDto {
   @ApiPropertyOptional({
     format: 'uuid',

src/modules/investments/portfolio/application/portfolio.service.spec.ts

@@ -1,4 +1,4 @@
-import { setImmediate as immediate } from 'node:timers/promises';
+import assert from 'node:assert/strict';
 jest.mock('../../../../prisma/prisma.service', () => ({
   PrismaService: class {},
 }));
@@ -6,9 +6,10 @@ import { PortfolioDto } from '../presentation/portfolio.dto';
 import { PortfolioService } from './portfolio.service';
 
 describe('persistent portfolio projection', () => {
-  const access = { local: jest.fn(), tokenForAttempt: jest.fn() };
+  const access = { local: jest.fn(), tokenForAttempt: jest.fn(), rejectMembershipToken: jest.fn() };
   const tbank = { getPortfolio: jest.fn(), getPositions: jest.fn() };
   const metadata = { savedMany: jest.fn(), request: jest.fn() };
+  const classification = { refresh: jest.fn() };
   const repository = {
     read: jest.fn(),
     reserve: jest.fn(),
@@ -23,6 +24,7 @@ describe('persistent portfolio projection', () => {
       access as never,
       tbank as never,
       metadata as never,
+      classification as never,
       repository as never,
       { request: jest.fn().mockResolvedValue(null) } as never,
       { event: jest.fn() } as never,
@@ -34,6 +36,7 @@ describe('persistent portfolio projection', () => {
       accounts: [{ accountId: 'a' }, { accountId: 'b' }],
     });
     access.tokenForAttempt.mockResolvedValue('synthetic');
+    access.rejectMembershipToken.mockResolvedValue(undefined);
     repository.reserve.mockResolvedValue(null);
     repository.read.mockResolvedValue({
       membershipAt,
@@ -44,6 +47,37 @@ describe('persistent portfolio projection', () => {
     repository.publish.mockResolvedValue(true);
     metadata.savedMany.mockResolvedValue(new Map());
     metadata.request.mockResolvedValue(null);
+    classification.refresh.mockResolvedValue(new Map());
+  });
+  it('refreshes classification before publishing and passes the hourly walk time', async () => {
+    const walkStartedAt = new Date('2026-10-31T12:00:00Z');
+    const position = { instrumentType: 'share', instrumentUid: 'uid', figi: 'figi', quantity: { units: '1' } };
+    repository.reserve.mockResolvedValue({ launch: true, work: { id: 'work', attemptId: 'attempt' } });
+    tbank.getPortfolio.mockResolvedValue({ positions: [position] });
+    tbank.getPositions.mockResolvedValue({ money: [] });
+    classification.refresh.mockResolvedValue(new Map([[JSON.stringify(['uid', 'figi']), {
+      sector: 'Energy', issuer: { id: 'issuer', name: 'Issuer' },
+    }]]));
+    const handle = await service.request('user', 'private', 'a', true, walkStartedAt);
+    assert(handle);
+    await handle.done;
+    expect(classification.refresh).toHaveBeenCalledWith('synthetic', [position], walkStartedAt);
+    expect(classification.refresh.mock.invocationCallOrder[0]).toBeLessThan(repository.publish.mock.invocationCallOrder[0]);
+    const snapshot = (repository.publish.mock.calls as [unknown, string, PortfolioDto][])[0][2];
+    expect(snapshot.positions[0]).toEqual(expect.objectContaining({
+      sector: 'Energy', issuer: { id: 'issuer', name: 'Issuer' },
+    }));
+  });
+  it('rejects an invalid classification token without publishing the snapshot', async () => {
+    repository.reserve.mockResolvedValue({ launch: true, work: { id: 'work', attemptId: 'attempt' } });
+    tbank.getPortfolio.mockResolvedValue({ positions: [] });
+    tbank.getPositions.mockResolvedValue({ money: [] });
+    classification.refresh.mockRejectedValue(new Error('INVALID_TBANK_TOKEN'));
+    const handle = await service.request('user', 'private', 'a');
+    assert(handle);
+    await handle.done;
+    expect(repository.publish).not.toHaveBeenCalled();
+    expect(access.rejectMembershipToken).toHaveBeenCalled();
   });
   it('normalizes exact signed money, order, UID metadata and unknown types without metadata RPC', async () => {
     repository.reserve.mockResolvedValueOnce({
@@ -97,14 +131,9 @@ describe('persistent portfolio projection', () => {
       ],
       work: [],
     });
-    await service.request('user', 'private', 'a');
+    const handle = await service.request('user', 'private', 'a');
-    for (
+    assert(handle);
-      let index = 0;
+    await handle.done;
-      index < 10 && !repository.publish.mock.calls.length;
-      index += 1
-    ) {
-      await immediate();
-    }
     const snapshot = (
       repository.publish.mock.calls as [unknown, string, PortfolioDto][]
     )[0][2];
@@ -147,10 +176,9 @@ describe('persistent portfolio projection', () => {
       { units: '99' },
       { currency: 'EUR', units: '1' },
     ] });
-    await service.request('user', 'private', 'a');
+    const handle = await service.request('user', 'private', 'a');
-    for (let index = 0; index < 10 && !repository.publish.mock.calls.length; index++) {
+    assert(handle);
-      await immediate();
+    await handle.done;
-    }
     const snapshot = (repository.publish.mock.calls as [unknown, string, PortfolioDto][])[0][2];
     expect(snapshot.cashBalances).toEqual([
       { currency: 'RUB', value: '0' },
@@ -165,6 +193,31 @@ describe('persistent portfolio projection', () => {
     expect(snapshot.positions[1].averagePurchasePrice).toEqual({ currency: 'RUB', value: '2' });
   });
 
+  it('counts cash once when T-Bank also returns it as a CURRENCY position', async () => {
+    repository.reserve.mockResolvedValueOnce({
+      launch: true,
+      work: { id: 'work', attemptId: 'attempt' },
+    });
+    tbank.getPortfolio.mockResolvedValue({ positions: [
+      { figi: 'FUND', instrumentType: 'etf', quantity: { units: '1' }, currentPrice: { currency: 'RUB', units: '120', nano: 240000000 } },
+      { figi: 'RUB000UTSTOM', instrumentType: 'currency', quantity: { units: '1', nano: 250000000 }, currentPrice: { currency: 'RUB', units: '1' } },
+    ] });
+    tbank.getPositions.mockResolvedValue({ money: [{ currency: 'RUB', units: '1', nano: 250000000 }] });
+    repository.read.mockResolvedValue({
+      membershipAt,
+      membershipRevision: 1,
+      accounts: [{ accountId: 'a', name: 'A', type: 'BROKERAGE', openedOn: null, portfolio: null }],
+      work: [],
+    });
+    const handle = await service.request('user', 'private', 'a');
+    assert(handle);
+    await handle.done;
+    const snapshot = (repository.publish.mock.calls as [unknown, string, PortfolioDto][])[0][2];
+    expect(snapshot.totalsByCurrency).toEqual([{ currency: 'RUB', value: '121.49' }]);
+    expect(snapshot.positions.map((position) => position.type)).toEqual(['FUND', 'CURRENCY']);
+    expect(snapshot.structure.currencies[0].totalValue).toBe('121.49');
+  });
+
   it('does not turn a missing account snapshot into aggregate zero; summaries stay independent', async () => {
     const snapshot: PortfolioDto = {
       lastSuccessfulAt: membershipAt.toISOString(),

src/modules/investments/portfolio/application/portfolio.service.ts

@@ -20,7 +20,7 @@ import { investmentResourceMeta } from '../../investment-resource.mapper';
 import {
   hourlyAttempt,
   TbankSyncRepository,
-} from '../../tbank-sync/tbank-sync.repository';
+} from '../../tbank-sync/tbank-sync.api';
 import { portfolioStructure } from '../domain/portfolio-structure';
 import { sumMoneyByCurrency } from '../domain/portfolio-totals';
 import {
@@ -30,6 +30,7 @@ import {
 } from '../infrastructure/portfolio.repository';
 import { mapPortfolio } from '../infrastructure/tbank-portfolio.mapper';
 import { PortfolioDto } from '../presentation/portfolio.dto';
+import { type Classification, PositionClassificationService } from './position-classification.service';
 
 const MISSING_DATA_REVISION = 0;
 const NO_ACCOUNTS = 0;
@@ -46,6 +47,7 @@ export class PortfolioService {
     private readonly access: TbankAccessService,
     private readonly tbank: TbankClient,
     private readonly metadata: InstrumentMetadataService,
+    private readonly classification: PositionClassificationService,
     private readonly repository: PortfolioRepository,
     private readonly membership: TbankMembershipService,
     private readonly logger: StructuredLogger,
@@ -88,6 +90,11 @@ export class PortfolioService {
           snapshot: account.portfolio
             ? {
                 ...(account.portfolio.payload as unknown as PortfolioDto),
+                positions: (account.portfolio.payload as unknown as PortfolioDto).positions.map((position) => ({
+                  ...position,
+                  sector: position.sector ?? null,
+                  issuer: position.issuer ?? null,
+                })),
                 lastSuccessfulAt: account.portfolio.fetchedAt.toISOString(),
                 isStale:
                   Date.now() - account.portfolio.fetchedAt.valueOf() >=
@@ -231,8 +238,8 @@ export class PortfolioService {
     };
   }
 
-  request(userId: string, revision: string, accountId: string, force = false) {
+  request(userId: string, revision: string, accountId: string, force = false, walkStartedAt?: Date) {
-    return this.queueSnapshot(userId, revision, accountId, force);
+    return this.queueSnapshot(userId, revision, accountId, force, walkStartedAt);
   }
 
   private queueSnapshot(
@@ -240,6 +247,7 @@ export class PortfolioService {
     revision: string,
     accountId: string,
     force = false,
+    walkStartedAt = new Date(),
   ) {
     const reserved = this.reservations.then(async () => {
       const requested = await this.repository.reserve(
@@ -268,9 +276,11 @@ export class PortfolioService {
               this.tbank.getPortfolio(token, accountId),
               this.tbank.getPositions(token, accountId),
             ]);
+            const classifications = await this.classification.refresh(token, portfolio.positions ?? [], walkStartedAt);
             const snapshot = await this.normalize(
               portfolio.positions ?? [],
               positions.money ?? [],
+              classifications,
             );
             const published = await this.repository.publish(
               attempt,
@@ -309,9 +319,10 @@ export class PortfolioService {
   private async normalize(
     upstream: NonNullable<TbankPortfolio['positions']>,
     money: TbankMoney[],
+    classifications: ReadonlyMap<string, Classification>,
   ): Promise<PortfolioDto> {
     const lastSuccessfulAt = new Date().toISOString().replace(/\.\d{3}Z$/, 'Z');
     const savedMetadata = await this.metadata.savedMany(upstream);
-    return mapPortfolio(upstream, money, savedMetadata, lastSuccessfulAt);
+    return mapPortfolio(upstream, money, savedMetadata, lastSuccessfulAt, classifications);
   }
 }

src/modules/investments/portfolio/application/position-classification.service.spec.ts

@@ -0,0 +1,172 @@
+import { NotFoundException } from '@nestjs/common';
+
+jest.mock('../../../../prisma/prisma.service', () => ({ PrismaService: class {} }));
+import { TbankErrorCode } from '../../../../integrations/tbank/tbank-error-code';
+import { InstrumentIdType } from '../../../../integrations/tbank/tbank-protocol';
+import { PositionClassificationService } from './position-classification.service';
+
+describe('PositionClassificationService', () => {
+  const position = { instrumentType: 'share', instrumentUid: 'uid', figi: 'figi', quantity: { units: 1 } };
+  const saved = { sector: 'Old', sectorFetchedAt: new Date('2026-10-30T12:00:00Z'), assetUid: 'asset', brandUid: 'brand', brandName: 'Old brand', brandFetchedAt: new Date('2026-10-30T12:00:00Z') };
+  const tbank = { getShare: jest.fn(), getAssetBrand: jest.fn(), getBond: jest.fn(), getEtf: jest.fn() };
+  const repository = { read: jest.fn(), save: jest.fn() };
+  const logger = { event: jest.fn() };
+  const service = new PositionClassificationService(tbank as never, repository as never, logger as never);
+
+  beforeEach(() => {
+    jest.resetAllMocks();
+    repository.read.mockResolvedValue(saved);
+    repository.save.mockImplementation((_key: string, update: Record<string, unknown>) => Promise.resolve({ ...saved, ...update }));
+    tbank.getAssetBrand.mockResolvedValue({ assetUid: 'asset', brand: { uid: 'new-brand', name: 'New brand' } });
+  });
+
+  it('does not fetch a value at 23:59, and refreshes it at 24:00', async () => {
+    await service.refresh('token', [position], new Date('2026-10-31T11:59:00Z'));
+    expect(tbank.getShare).not.toHaveBeenCalled();
+    tbank.getShare.mockResolvedValue({ uid: 'uid', figi: 'figi', sector: ' Tech ', assetUid: 'asset' });
+    const result = await service.refresh('token', [position], new Date('2026-10-31T12:00:00Z'));
+    expect(result.values().next().value).toEqual({ sector: 'Tech', issuer: { id: 'new-brand', name: 'New brand' } });
+    expect(repository.save).toHaveBeenCalledWith(expect.any(String), {
+      sector: 'Tech', sectorFetchedAt: new Date('2026-10-31T12:00:00Z'),
+      brandUid: 'new-brand', brandName: 'New brand', brandFetchedAt: new Date('2026-10-31T12:00:00Z'),
+    });
+  });
+
+  it('accepts a matching FIGI after UID NOT_FOUND', async () => {
+    tbank.getShare.mockRejectedValueOnce(new NotFoundException()).mockResolvedValueOnce({ uid: 'different', figi: 'figi', sector: 'Energy', assetUid: 'asset' });
+    const result = await service.refresh('token', [position], new Date('2026-10-31T12:00:00Z'));
+    expect(tbank.getShare).toHaveBeenNthCalledWith(2, 'token', 'figi', InstrumentIdType.Figi, true);
+    expect(result.values().next().value?.sector).toBe('Energy');
+  });
+
+  it('preserves saved values on mismatched instrument and returns refreshed values on database failure', async () => {
+    tbank.getShare.mockResolvedValue({ uid: 'wrong', sector: 'Energy' });
+    const result = await service.refresh('token', [position], new Date('2026-10-31T12:00:00Z'));
+    expect(result.values().next().value?.sector).toBe('Old');
+    repository.save.mockRejectedValue(new Error('db unavailable'));
+    tbank.getShare.mockResolvedValue({ uid: 'uid', sector: 'Energy', assetUid: 'asset' });
+    const fallback = await service.refresh('token', [position], new Date('2026-10-31T12:00:00Z'));
+    expect(fallback.values().next().value?.sector).toBe('Energy');
+    expect(logger.event).toHaveBeenCalled();
+  });
+
+  it('does not retain an issuer from a previous asset when the asset changes', async () => {
+    repository.read.mockResolvedValue({ ...saved, brandFetchedAt: new Date('2026-10-31T12:00:00Z') });
+    tbank.getShare.mockResolvedValue({ uid: 'uid', sector: 'Energy', assetUid: 'other' });
+    tbank.getAssetBrand.mockResolvedValue({ assetUid: 'other', brand: { uid: 'other-brand', name: 'Other brand' } });
+    const result = await service.refresh('token', [position], new Date('2026-10-31T12:00:00Z'));
+    expect(tbank.getAssetBrand).toHaveBeenCalledWith('token', 'other');
+    expect(result.values().next().value?.issuer).toEqual({ id: 'other-brand', name: 'Other brand' });
+  });
+
+  it('does not restart the brand clock when the brand fetch fails after an asset change', async () => {
+    repository.read.mockResolvedValue({ ...saved, brandFetchedAt: new Date('2026-10-31T12:00:00Z') });
+    tbank.getShare.mockResolvedValue({ uid: 'uid', sector: 'Energy', assetUid: 'other' });
+    tbank.getAssetBrand.mockRejectedValue(new Error('upstream unavailable'));
+    const result = await service.refresh('token', [position], new Date('2026-10-31T12:00:00Z'));
+    expect(result.values().next().value?.issuer).toBeNull();
+    expect(repository.save).toHaveBeenCalledWith(expect.any(String), expect.objectContaining({
+      assetUid: 'other', brandUid: null, brandName: null, brandFetchedAt: null,
+    }));
+  });
+
+  it('does not return the previous asset brand when saving a changed asset fails', async () => {
+    repository.save.mockRejectedValue(new Error('db unavailable'));
+    tbank.getShare.mockResolvedValue({ uid: 'uid', sector: 'Energy', assetUid: 'other' });
+    tbank.getAssetBrand.mockRejectedValue(new Error('upstream unavailable'));
+    const result = await service.refresh('token', [position], new Date('2026-10-31T12:00:00Z'));
+    expect(result.values().next().value).toEqual({ sector: 'Energy', issuer: null });
+    expect(repository.save).toHaveBeenCalledWith(expect.any(String), expect.objectContaining({
+      assetUid: 'other', brandUid: null, brandName: null, brandFetchedAt: null,
+    }));
+    expect(logger.event).toHaveBeenCalled();
+  });
+
+  it('records a fetched brand as null when a fresh instrument has no asset_uid', async () => {
+    repository.read.mockResolvedValue(null);
+    tbank.getShare.mockResolvedValue({ uid: 'uid', sector: 'Energy' });
+    await service.refresh('token', [position], new Date('2026-10-31T12:00:00Z'));
+    expect(repository.save).toHaveBeenCalledWith(expect.any(String), expect.objectContaining({
+      brandUid: null, brandName: null, brandFetchedAt: new Date('2026-10-31T12:00:00Z'),
+    }));
+  });
+
+  it('treats a NOT_FOUND answer as fetched and does not refetch it an hour later', async () => {
+    tbank.getShare.mockRejectedValue(new NotFoundException());
+    await service.refresh('token', [position], new Date('2026-10-31T12:00:00Z'));
+    expect(repository.save).toHaveBeenCalledWith(expect.any(String), expect.objectContaining({
+      sector: null, sectorFetchedAt: new Date('2026-10-31T12:00:00Z'),
+    }));
+    repository.read.mockResolvedValue({ ...saved, sector: null, sectorFetchedAt: new Date('2026-10-31T12:00:00Z'), assetUid: null, brandUid: null, brandName: null, brandFetchedAt: new Date('2026-10-31T12:00:00Z') });
+    tbank.getShare.mockClear();
+    await service.refresh('token', [position], new Date('2026-10-31T13:00:00Z'));
+    expect(tbank.getShare).not.toHaveBeenCalled();
+  });
+
+  it('records a missing brand and restarts its clock when NOT_FOUND has no saved asset UID', async () => {
+    repository.read.mockResolvedValue(null);
+    tbank.getShare.mockRejectedValue(new NotFoundException());
+    const startedAt = new Date('2026-10-31T12:00:00Z');
+    const result = await service.refresh('token', [position], startedAt);
+    expect(result.values().next().value).toEqual({ sector: null, issuer: null });
+    expect(repository.save).toHaveBeenCalledWith(expect.any(String), expect.objectContaining({
+      brandUid: null, brandName: null, brandFetchedAt: startedAt,
+    }));
+    expect(tbank.getAssetBrand).not.toHaveBeenCalled();
+  });
+
+  it('does not leak one refresh call\'s invalid token into another call', async () => {
+    tbank.getShare.mockRejectedValueOnce(new Error(TbankErrorCode.InvalidToken))
+      .mockResolvedValueOnce({ uid: 'uid', figi: 'figi', sector: 'Energy', assetUid: 'asset' });
+    await expect(service.refresh('first', [position], new Date('2026-10-31T12:00:00Z'))).rejects.toThrow();
+    const result = await service.refresh('second', [position], new Date('2026-10-31T12:00:00Z'));
+    expect(result.values().next().value?.sector).toBe('Energy');
+  });
+
+  it('propagates an invalid token before publishing a classification', async () => {
+    tbank.getShare.mockRejectedValue(new Error(TbankErrorCode.InvalidToken));
+    const result = service.refresh('token', [position], new Date('2026-10-31T12:00:00Z'));
+    await expect(result).rejects.toThrow(TbankErrorCode.InvalidToken);
+    expect(repository.save).not.toHaveBeenCalled();
+  });
+
+  it('leaves a fresh brand untouched when the sector refresh finds the same asset', async () => {
+    repository.read.mockResolvedValue({ ...saved, brandFetchedAt: new Date('2026-10-31T12:00:00Z') });
+    tbank.getShare.mockResolvedValue({ uid: 'uid', sector: 'Energy', assetUid: 'asset' });
+    await service.refresh('token', [position], new Date('2026-10-31T12:00:00Z'));
+    expect(tbank.getAssetBrand).not.toHaveBeenCalled();
+  });
+
+  it('skips unsupported types, zero-quantity positions, and shares a brand lookup across instruments', async () => {
+    repository.read.mockResolvedValue(null);
+    tbank.getShare.mockResolvedValue({ uid: 'uid', sector: 'Energy', assetUid: 'asset' });
+    tbank.getBond.mockResolvedValue({ uid: 'bond', sector: 'Energy', assetUid: 'asset' });
+    const result = await service.refresh('token', [
+      { instrumentType: 'currency', instrumentUid: 'cash', figi: 'cash', quantity: { units: 1 } },
+      { instrumentType: 'share', instrumentUid: 'empty', figi: 'empty', quantity: {} },
+      { instrumentType: 'Share', instrumentUid: 'upper', figi: 'upper', quantity: { units: 1 } },
+      position,
+      { instrumentType: 'bond', instrumentUid: 'bond', figi: 'bond-figi', quantity: { units: 1 } },
+    ], new Date('2026-10-31T12:00:00Z'));
+    expect(result.size).toBe(3);
+    expect(tbank.getAssetBrand).toHaveBeenCalledTimes(1);
+    expect(tbank.getEtf).not.toHaveBeenCalled();
+  });
+
+  it('skips duplicate instrument keys and retries a failed asset lookup for another instrument in the same walk', async () => {
+    repository.read.mockResolvedValue(null);
+    tbank.getShare.mockResolvedValue({ uid: 'uid', sector: 'Energy', assetUid: 'asset' });
+    tbank.getBond.mockResolvedValue({ uid: 'bond', sector: 'Energy', assetUid: 'asset' });
+    tbank.getAssetBrand.mockRejectedValueOnce(new Error('upstream unavailable'))
+      .mockResolvedValueOnce({ assetUid: 'asset', brand: { uid: 'new-brand', name: 'New brand' } });
+    const result = await service.refresh('token', [position, position,
+      { instrumentType: 'bond', instrumentUid: 'bond', figi: 'bond-figi', quantity: { units: 1 } },
+    ], new Date('2026-10-31T12:00:00Z'));
+    expect(result.size).toBe(2);
+    expect(tbank.getShare).toHaveBeenCalledTimes(1);
+    expect(tbank.getAssetBrand).toHaveBeenCalledTimes(2);
+    expect([...result.values()].map(({ issuer }) => issuer)).toEqual([
+      null, { id: 'new-brand', name: 'New brand' },
+    ]);
+  });
+});

src/modules/investments/portfolio/application/position-classification.service.ts

@@ -0,0 +1,184 @@
+import { Injectable, NotFoundException } from '@nestjs/common';
+
+import { isZero } 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 { InstrumentIdType } from '../../../../integrations/tbank/tbank-protocol';
+import { metadataKey, TbankClient, type TbankPortfolio } from '../../../../integrations/tbank/tbank.api';
+import { PositionClassificationRepository } from '../infrastructure/position-classification.repository';
+
+export type Classification = { issuer: null | { id: string; name: string }; sector: null | string };
+type Position = NonNullable<TbankPortfolio['positions']>[number];
+type Instrument = { assetUid?: string; figi?: string; sector?: string; uid?: string };
+type Row = NonNullable<Awaited<ReturnType<PositionClassificationRepository['read']>>>;
+type Update = Parameters<PositionClassificationRepository['save']>[1];
+
+@Injectable()
+export class PositionClassificationService {
+  constructor(
+    private readonly tbank: TbankClient,
+    private readonly repository: PositionClassificationRepository,
+    private readonly logger: StructuredLogger,
+  ) {}
+
+  async refresh(token: string, positions: Position[], walkStartedAt: Date): Promise<Map<string, Classification>> {
+    const result = new Map<string, Classification>();
+    const inFlight = new Map<string, Promise<unknown>>();
+    for (const position of positions) {
+      if (!['bond', 'etf', 'share'].includes((position.instrumentType ?? '').toLowerCase())) continue;
+      if (isZero(decimal(position.quantity ?? {}))) continue;
+      const key = metadataKey(position);
+      if (result.has(key)) continue;
+      result.set(key, await this.refreshOne(token, position, key, walkStartedAt, inFlight));
+    }
+    return result;
+  }
+
+  private async refreshOne(token: string, position: Position, key: string, startedAt: Date,
+    inFlight: Map<string, Promise<unknown>>): Promise<Classification> {
+    let saved: null | Row = null;
+    const update: Update = {};
+    try {
+      saved = await this.repository.read(key);
+      const due = (at: Date | null | undefined) => !at || startedAt.valueOf() - at.valueOf() >= MILLISECONDS_PER_DAY;
+      const sectorDue = due(saved?.sectorFetchedAt);
+      const brandDue = due(saved?.brandFetchedAt);
+      let assetUid = saved?.assetUid ?? null;
+      let instrumentFresh = false;
+      if (sectorDue || (brandDue && !saved?.assetUid)) {
+        const instrument = await this.refreshInstrument(token, position, sectorDue, assetUid, update, startedAt);
+        assetUid = instrument.assetUid;
+        instrumentFresh = instrument.fresh;
+      }
+      const assetChanged = 'assetUid' in update && update.assetUid !== saved?.assetUid;
+      if (assetChanged) {
+        update.brandUid = null;
+        update.brandName = null;
+        update.brandFetchedAt = null;
+      }
+      if (brandDue || assetChanged) {
+        await this.refreshBrand(token, assetUid, update, startedAt, inFlight, instrumentFresh);
+      }
+      if (Object.keys(update).length) saved = await this.repository.save(key, update);
+    } catch (error) {
+      if (this.invalidToken(error)) throw error;
+      this.failed(error);
+    }
+    const current = { ...saved, ...update };
+    return {
+      issuer: current.brandUid && current.brandName ? { id: current.brandUid, name: current.brandName } : null,
+      sector: current.sector ?? null,
+    };
+  }
+
+  private async refreshInstrument(token: string, position: Position, sectorDue: boolean, savedUid: null | string,
+    update: Update, startedAt: Date): Promise<{ assetUid: null | string; fresh: boolean }> {
+    try {
+      const lookup = await this.instrument(token, position);
+      if (lookup && !this.matches(lookup)) return { assetUid: savedUid, fresh: false };
+      if (lookup) return { assetUid: this.acceptInstrument(lookup.found, savedUid, sectorDue, update, startedAt), fresh: true };
+      if (sectorDue) this.clearSector(update, startedAt);
+    } catch (error) {
+      if (this.invalidToken(error)) throw error;
+      if (error instanceof NotFoundException) {
+        if (sectorDue) this.clearSector(update, startedAt);
+      } else this.failed(error);
+    }
+    return { assetUid: savedUid, fresh: false };
+  }
+
+  private clearSector(update: Update, startedAt: Date) {
+    update.sector = null;
+    update.sectorFetchedAt = startedAt;
+  }
+
+  private acceptInstrument(found: Instrument, savedUid: null | string, sectorDue: boolean, update: Update, startedAt: Date) {
+    const assetUid = found.assetUid?.trim() || null;
+    if (assetUid !== savedUid) update.assetUid = assetUid;
+    if (sectorDue) this.setSector(update, found.sector, startedAt);
+    return assetUid;
+  }
+
+  private setSector(update: Update, sector: string | undefined, startedAt: Date) {
+    update.sector = sector?.trim() || null;
+    update.sectorFetchedAt = startedAt;
+  }
+
+  private async refreshBrand(token: string, assetUid: null | string, update: Update, startedAt: Date,
+    inFlight: Map<string, Promise<unknown>>, instrumentFresh: boolean) {
+    if (!assetUid) {
+      if (instrumentFresh || 'assetUid' in update || 'sectorFetchedAt' in update) this.clearBrand(update, startedAt);
+      return;
+    }
+    try {
+      const asset = await this.dedupe(inFlight, assetUid, () => this.tbank.getAssetBrand(token, assetUid));
+      if (asset && asset.assetUid !== assetUid) return;
+      const uid = asset?.brand?.uid?.trim() || null;
+      const name = asset?.brand?.name?.trim() || null;
+      update.brandUid = uid && name ? uid : null;
+      update.brandName = uid && name ? name : null;
+      update.brandFetchedAt = startedAt;
+    } catch (error) {
+      if (this.invalidToken(error)) throw error;
+      if (error instanceof NotFoundException) this.clearBrand(update, startedAt);
+      else this.failed(error);
+    }
+  }
+
+  private clearBrand(update: Update, startedAt: Date) {
+    update.brandUid = null;
+    update.brandName = null;
+    update.brandFetchedAt = startedAt;
+  }
+
+  private matches(lookup: { found: Instrument; id: string; idType: InstrumentIdType }) {
+    return (lookup.idType === InstrumentIdType.Uid ? lookup.found.uid : lookup.found.figi) === lookup.id;
+  }
+
+  private invalidToken(error: unknown) {
+    return error instanceof Error && isTbankErrorCode(error.message, TbankErrorCode.InvalidToken);
+  }
+
+  private async instrument(token: string, position: Position) {
+    const type = (position.instrumentType ?? '').toLowerCase();
+    const lookup = (id: string, idType: InstrumentIdType) => {
+      switch (type) {
+        case 'bond': return this.tbank.getBond(token, id, idType, true);
+        case 'share': return this.tbank.getShare(token, id, idType, true);
+        default: return this.tbank.getEtf(token, id, idType, true);
+      }
+    };
+    const uid = position.instrumentUid?.trim();
+    const figi = position.figi?.trim();
+    if (uid) {
+      try {
+        const found = await lookup(uid, InstrumentIdType.Uid);
+        if (found) return { found, id: uid, idType: InstrumentIdType.Uid };
+      } catch (error) {
+        if (!(error instanceof NotFoundException)) throw error;
+      }
+    }
+    if (figi) {
+      const found = await lookup(figi, InstrumentIdType.Figi);
+      return found ? { found, id: figi, idType: InstrumentIdType.Figi } : null;
+    }
+    return null;
+  }
+
+  private dedupe<T>(map: Map<string, Promise<unknown>>, key: string, run: () => Promise<T>): Promise<T> {
+    const pending = map.get(key);
+    if (pending) return pending as Promise<T>;
+    const promise = run().catch((error: unknown) => {
+      map.delete(key);
+      throw error;
+    });
+    map.set(key, promise);
+    return promise;
+  }
+
+  private failed(error: unknown) {
+    this.logger.event('warn', 'portfolio.classification.failed', { code: error instanceof Error ? error.name : 'Unknown' });
+  }
+}

src/modules/investments/portfolio/domain/portfolio-structure.spec.ts

@@ -14,12 +14,14 @@ const position = (
   isin: null,
   ticker: null,
   logoName: null,
+  sector: null,
+  issuer: null,
   absoluteReturn: null,
   averagePurchasePrice: null,
 });
 
 describe('portfolio structure', () => {
-  it('includes cash once and keeps currency instruments among other assets', () => {
+  it('counts cash once and skips CURRENCY positions that mirror it', () => {
     const result = portfolioStructure(
       [
         position('STOCK', '60'),
@@ -30,13 +32,13 @@ describe('portfolio structure', () => {
     );
     expect(result.currencies[0]).toEqual({
       currency: 'RUB',
-      totalValue: '100',
+      totalValue: '90',
       hasNegativeValues: false,
       categories: [
-        { type: 'STOCK', value: '60', sharePercent: '60' },
+        { type: 'STOCK', value: '60', sharePercent: '66.666667' },
-        { type: 'BOND', value: '20', sharePercent: '20' },
+        { type: 'BOND', value: '20', sharePercent: '22.222222' },
-        { type: 'OTHER', value: '10', sharePercent: '10' },
+        { type: 'OTHER', value: '0', sharePercent: '0' },
-        { type: 'CASH', value: '10', sharePercent: '10' },
+        { type: 'CASH', value: '10', sharePercent: '11.111111' },
       ],
     });
   });

src/modules/investments/portfolio/domain/portfolio-structure.ts

@@ -43,6 +43,8 @@ export function portfolioStructure(
     currencies.set(money.currency, group);
   };
   for (const position of positions) {
+    // CURRENCY positions mirror cash, which is counted once as CASH below.
+    if (position.type === 'CURRENCY') continue;
     const type = ['BOND', 'STOCK'].includes(position.type)
       ? position.type
       : 'OTHER';

src/modules/investments/portfolio/infrastructure/position-classification.repository.ts

@@ -0,0 +1,29 @@
+import { Injectable } from '@nestjs/common';
+
+import { PrismaService } from '../../../../prisma/prisma.service';
+
+@Injectable()
+export class PositionClassificationRepository {
+  constructor(private readonly prisma: PrismaService) {}
+
+  read(key: string) {
+    return this.prisma.tbankInstrumentClassification.findUnique({
+      where: { provider_instrumentKey: { provider: 'tbank', instrumentKey: key } },
+    });
+  }
+
+  save(key: string, data: {
+    assetUid?: null | string;
+    brandFetchedAt?: Date | null;
+    brandName?: null | string;
+    brandUid?: null | string;
+    sector?: null | string;
+    sectorFetchedAt?: Date;
+  }) {
+    return this.prisma.tbankInstrumentClassification.upsert({
+      where: { provider_instrumentKey: { provider: 'tbank', instrumentKey: key } },
+      create: { provider: 'tbank', instrumentKey: key, ...data },
+      update: data,
+    });
+  }
+}

src/modules/investments/portfolio/infrastructure/tbank-portfolio.mapper.ts

@@ -1,4 +1,5 @@
 import type { Money } from '../../../../common/money.types';
+import type { Classification } from '../application/position-classification.service';
 import type { PortfolioDto, PortfolioPositionDto } from '../presentation/portfolio.dto';
 
 import {
@@ -35,9 +36,10 @@ function mapPortfolio(
   cash: TbankMoney[],
   metadata: ReadonlyMap<string, { data?: null | TbankInstrument }>,
   lastSuccessfulAt: string,
+  classification: ReadonlyMap<string, Classification> = new Map(),
 ): PortfolioDto {
   const positions = upstream
-    .map((position) => mapPosition(position, metadata.get(metadataKey(position))?.data ?? null))
+    .map((position) => mapPosition(position, metadata.get(metadataKey(position))?.data ?? null, classification.get(metadataKey(position))))
     .filter((position): position is PortfolioPositionDto => position !== null);
   const balances = new Map<string, ReturnType<typeof decimal>>();
   for (const value of cash) {
@@ -63,6 +65,7 @@ function mapPortfolio(
 function mapPosition(
   position: NonNullable<TbankPortfolio['positions']>[number],
   metadata: null | TbankInstrument,
+  classification?: Classification,
 ): null | PortfolioPositionDto {
   const quantity = decimal(position.quantity ?? {});
   if (isZero(quantity)) return null;
@@ -96,6 +99,8 @@ function mapPosition(
     isin: metadata?.isin?.trim() || null,
     ticker: metadata?.ticker?.trim() || null,
     logoName: metadata?.brand?.logoName?.trim() || null,
+    sector: classification?.sector ?? null,
+    issuer: classification?.issuer ?? null,
   };
 }
 
@@ -126,7 +131,8 @@ function totalsByCurrency(
   for (const value of money) addTotal(value.currency, decimal(value));
   for (const position of positions) {
     const price = position.currentPrice;
-    if (!price) continue;
+    // CURRENCY positions mirror the cash balances already added above.
+    if (!price || types[position.instrumentType?.toLowerCase() ?? ''] === 'CURRENCY') continue;
     addTotal(
       price.currency,
       multiply(decimal(position.quantity ?? {}), decimal(price)),

src/modules/investments/portfolio/portfolio.api.ts

@@ -5,4 +5,5 @@ export { PortfolioService } from './application/portfolio.service';
 export {
   PortfolioDto,
   PortfolioPositionDto,
+  PortfolioStructureDto,
 } from './presentation/portfolio.dto';

src/modules/investments/portfolio/portfolio.module.ts

@@ -5,8 +5,10 @@ import { AuthModule } from '../../auth/auth.module';
 import { TbankSyncRepositoryModule } from '../tbank-sync/tbank-sync-repository.module';
 import { ForecastService } from './application/forecast.service';
 import { PortfolioService } from './application/portfolio.service';
+import { PositionClassificationService } from './application/position-classification.service';
 import { ForecastRepository } from './infrastructure/forecast.repository';
 import { PortfolioRepository } from './infrastructure/portfolio.repository';
+import { PositionClassificationRepository } from './infrastructure/position-classification.repository';
 import { PortfolioController } from './presentation/portfolio.controller';
 
 @Module({
@@ -15,6 +17,8 @@ import { PortfolioController } from './presentation/portfolio.controller';
   providers: [
     PortfolioService,
     PortfolioRepository,
+    PositionClassificationService,
+    PositionClassificationRepository,
     ForecastService,
     ForecastRepository,
   ],

src/modules/investments/portfolio/presentation/portfolio.dto.ts

@@ -4,6 +4,14 @@ import { MoneyDto } from '../../../../common/money.dto';
 import { AccountReferenceDto } from '../../account-reference.dto';
 import { InvestmentResourceMetaDto } from '../../investment-resource.dto';
 
+export class PortfolioIssuerDto {
+  @ApiProperty()
+  declare id: string;
+
+  @ApiProperty()
+  declare name: string;
+}
+
 export class PortfolioPositionDto {
   @ApiPropertyOptional({ type: String, nullable: true })
   instrumentUid?: null | string;
@@ -52,6 +60,12 @@ export class PortfolioPositionDto {
 
   @ApiProperty({ type: String, nullable: true })
   declare logoName: null | string;
+
+  @ApiProperty({ type: String, nullable: true })
+  declare sector: null | string;
+
+  @ApiProperty({ type: PortfolioIssuerDto, nullable: true })
+  declare issuer: null | PortfolioIssuerDto;
 }
 
 export class PortfolioStructureCategoryDto {

src/modules/investments/tbank-sync/tbank-hourly.scheduler.ts

@@ -1,6 +1,7 @@
 import { Injectable, OnModuleDestroy, OnModuleInit } from '@nestjs/common';
 import { randomUUID } from 'node:crypto';
 
+import { StructuredLogger } from '../../../common/logging/structured-logger.service';
 import { TbankErrorCode } from '../../../integrations/tbank/tbank-error-code';
 import {
   TbankAccessService,
@@ -12,6 +13,9 @@ import { BrokerageOperationsSyncService } from '../operations/operations.api';
 import { PortfolioService } from '../portfolio/portfolio.api';
 import { UpcomingEventsService } from '../upcoming-events/upcoming-events.service';
 import {
+  HOURLY_CAUSE_INTERRUPTED,
+  type HourlyCause,
+  type HourlyChild,
   type HourlySection,
   TbankSyncRepository,
 } from './tbank-sync.repository';
@@ -19,11 +23,19 @@ import {
 const HOUR_MS = 3_600_000;
 const TICK_MS = 60_000;
 const WORK_POLL_MS = 100;
+const WORK_POLL_BACKOFF_FACTOR = 2;
+const WORK_POLL_MAX_MS = 5_000;
+// ponytail: fixed 15-minute step wait bound (900_000 ms), no config knob;
+// make it configurable if slow steps become regular.
+const WORK_WAIT_BOUND_MS = 900_000;
+// An await that outlived WORK_WAIT_BOUND_MS. The underlying call keeps
+// running; its late durable result is fenced like any other late publication.
+const BOUND_EXPIRED = Symbol('hourly-bound-expired');
 const FIRST_DAY_OF_MONTH = 1;
-const ONE_ATTEMPT = 1;
+const NO_MILLISECONDS = 0;
-const NO_ATTEMPTS = 0;
 
-type SettledWork = { errorCode: null | string; id: string; state: string };
+type DispatchStep = (child: HourlyChild) => Promise<void>;
+type Accounts = Awaited<ReturnType<TbankAccessService['local']>>['accounts'];
 
 // One native timer per process. The timer only proposes work; the durable
 // reservation in TbankSyncRepository is the fence that keeps a single
@@ -32,6 +44,9 @@ type SettledWork = { errorCode: null | string; id: string; state: string };
 @Injectable()
 export class TbankHourlyScheduler implements OnModuleDestroy, OnModuleInit {
   private readonly processRunId = randomUUID();
+  // Attempt ids of walks currently executing in this process; a running row
+  // outside this set lost its settle and is closed by recovery.
+  private readonly active = new Set<string>();
   private timer: NodeJS.Timeout | null = null;
   private ticking = false;
 
@@ -43,6 +58,7 @@ export class TbankHourlyScheduler implements OnModuleDestroy, OnModuleInit {
     private readonly portfolio: PortfolioService,
     private readonly operations: BrokerageOperationsSyncService,
     private readonly events: UpcomingEventsService,
+    private readonly logger: StructuredLogger,
   ) {}
 
   onModuleInit() {
@@ -74,6 +90,7 @@ export class TbankHourlyScheduler implements OnModuleDestroy, OnModuleInit {
   // A fresh connection starts its first walk immediately, regardless of the
   // previous term of the replaced connection.
   private async launch(userId: string) {
+    await this.recoverAbandoned(userId);
     const reserved = await this.repository.reserveHourly(
       userId,
       this.processRunId,
@@ -87,135 +104,312 @@ export class TbankHourlyScheduler implements OnModuleDestroy, OnModuleInit {
     return reserved.work;
   }
 
-  // One membership pass, then the owners refresh their own datasets. The
+  // A running hourly row of this process that has no active walk lost its
-  // walk publishes only safe section results and holds no transaction or
+  // settle (suppressed persistence error). Close it from its durable step
-  // upstream call inside one.
+  // results; rows of other processes are closed by the reservation restart
-  private async walk(attempt: TbankSyncAttempt) {
+  // branch. Rides the existing tick: no new timers or sanitors.
-    const failures: HourlySection[] = [];
+  private async recoverAbandoned(userId: string) {
-    const attempted = { count: NO_ATTEMPTS };
+    const rows = await this.repository.runningHourly(userId);
-    try {
+    for (const row of rows) {
-      const { userId, revision } = attempt;
+      if (row.processRunId !== this.processRunId) continue;
-      await this.refreshMembership(userId, revision, failures, attempted);
+      if (this.active.has(row.attemptId)) continue;
-      if (failures.some((item) => item.errorCode === TbankErrorCode.InvalidToken)) {
+      await this.repository
-        return void this.settle(attempt, failures, attempted.count);
+        .settleHourly(
-      }
+          {
-      const current = await this.access.local(userId);
+            userId,
-      if (current.revision !== revision) {
+            revision: row.revision,
-        return void this.settle(attempt, failures, attempted.count);
+            id: row.id,
-      }
+            attemptId: row.attemptId,
-      await this.refreshAccounts(userId, revision, current.accounts, failures, attempted);
+          },
-      await this.settle(attempt, failures, attempted.count);
+          HOURLY_CAUSE_INTERRUPTED,
-    } catch {
+        )
-      await this.settle(attempt, failures, attempted.count);
+        .catch(() => undefined);
     }
   }
 
+  // One membership pass, then the owners refresh their own datasets. The
+  // walk publishes only safe section results and holds no transaction or
+  // upstream call inside one. The attempt outcome is derived from durable
+  // step rows by the repository, never from walk-local state.
+  private async walk(attempt: TbankSyncAttempt) {
+    const walkStartedAt = new Date();
+    this.active.add(attempt.attemptId);
+    try {
+      const { userId, revision } = attempt;
+      const children: HourlyChild[] = [];
+      // Required sections whose dispatch failed never get a durable step
+      // row; they are recorded as problems so the attempt cannot succeed.
+      const dispatchProblems: HourlySection[] = [];
+      const dispatch: DispatchStep = async (child) => {
+        children.push(child);
+        await this.repository.recordHourlyChild(attempt, child);
+      };
+      const accounts = await this.refreshMembership(
+        attempt,
+        dispatch,
+        dispatchProblems,
+      );
+      if (!accounts) return;
+      await this.refreshAccounts(
+        userId,
+        revision,
+        accounts,
+        dispatch,
+        dispatchProblems,
+        walkStartedAt,
+      );
+      await this.waitWorks(userId, children.map((child) => child.id));
+      for (const account of accounts) {
+        const pending = this.events
+          .get(userId, account.accountId)
+          .catch(() => undefined);
+        await this.withBound(pending);
+      }
+      await this.settle(attempt, null, dispatchProblems);
+    } catch {
+      await this.settle(attempt, HOURLY_CAUSE_INTERRUPTED);
+    } finally {
+      this.active.delete(attempt.attemptId);
+    }
+  }
+
+  // Returns the current accounts, or null when the attempt is already
+  // settled (invalid token or a replaced connection revision).
   private async refreshMembership(
-    userId: string,
+    attempt: TbankSyncAttempt,
-    revision: string,
+    dispatch: DispatchStep,
-    failures: HourlySection[],
+    dispatchProblems: HourlySection[],
-    attempted: { count: number },
   ) {
-    const member = await this.membership.request(userId, revision, true);
+    const { userId, revision } = attempt;
-    attempted.count += ONE_ATTEMPT;
+    const member = await this.withBound(
-    if (!member) return;
+      this.membership.request(userId, revision, true),
-    await member.done;
+    );
-    const errorCode = await this.repository.workError(userId, member.id);
+    if (member && member !== BOUND_EXPIRED) {
-    if (errorCode) failures.push({ section: 'membership', errorCode });
+      await dispatch({ id: member.id, section: 'membership' });
+      const done = await this.withBound(member.done);
+      if (
+        done !== BOUND_EXPIRED &&
+        (await this.repository.workError(userId, member.id)) ===
+        TbankErrorCode.InvalidToken
+      ) {
+        await this.settle(attempt);
+        return null;
+      }
+    } else {
+      // No durable step id (rejected request or an expired wait): record the
+      // observable problem; a late row stays fenced by its durable attempt id.
+      dispatchProblems.push({
+        section: 'membership',
+        errorCode: TbankErrorCode.Unavailable,
+      });
+    }
+    const current = await this.withBound(this.access.local(userId));
+    if (current === BOUND_EXPIRED || current.revision !== revision) {
+      await this.settle(attempt, HOURLY_CAUSE_INTERRUPTED);
+      return null;
+    }
+    return current.accounts;
+  }
+
+  // Races a step await against the same per-step bound the row wait uses, so
+  // a dispatch that never resolves cannot hold the attempt running forever.
+  // The call itself is not cancelled; a rejection landing after the expiry is
+  // swallowed here because the expiry already accounts the step as a problem.
+  private withBound<T>(step: Promise<T>): Promise<T | typeof BOUND_EXPIRED> {
+    step.catch(() => undefined);
+    return new Promise<T | typeof BOUND_EXPIRED>((resolve, reject) => {
+      const timer = setTimeout(
+        () => resolve(BOUND_EXPIRED),
+        WORK_WAIT_BOUND_MS,
+      );
+      step.then(
+        (value) => {
+          clearTimeout(timer);
+          resolve(value);
+        },
+        (error: unknown) => {
+          clearTimeout(timer);
+          reject(error instanceof Error ? error : new Error(String(error)));
+        },
+      );
+    });
   }
 
   private async refreshAccounts(
     userId: string,
     revision: string,
-    accounts: Awaited<ReturnType<TbankAccessService['local']>>['accounts'],
+    accounts: Accounts,
-    failures: HourlySection[],
+    dispatch: DispatchStep,
-    attempted: { count: number },
+    dispatchProblems: HourlySection[],
+    walkStartedAt: Date,
   ) {
     for (const account of accounts) {
-      await this.refreshPortfolio(userId, revision, account.accountId, failures, attempted);
+      await this.dispatchPortfolio(
+        userId,
+        revision,
+        account.accountId,
+        dispatch,
+        dispatchProblems,
+        walkStartedAt,
+      );
     }
     for (const account of accounts) {
-      await this.refreshOperations(userId, revision, account.accountId, failures, attempted);
+      await this.dispatchOperations(
+        userId,
+        revision,
+        account.accountId,
+        dispatch,
+        dispatchProblems,
+      );
     }
     for (const account of accounts) {
-      await this.refreshEvents(userId, account.accountId, failures, attempted);
+      await this.dispatchEvents(
+        userId,
+        account.accountId,
+        dispatch,
+        dispatchProblems,
+      );
     }
   }
 
-  private async refreshPortfolio(userId: string, revision: string, accountId: string, failures: HourlySection[], attempted: { count: number }) {
+  private async dispatchPortfolio(
-    const work = await this.portfolio.request(userId, revision, accountId, true);
+    userId: string,
-    attempted.count += ONE_ATTEMPT;
+    revision: string,
-    if (!work) return;
+    accountId: string,
-    await work.done;
+    dispatch: DispatchStep,
-    const errorCode = await this.repository.workError(userId, work.id);
+    dispatchProblems: HourlySection[],
-    if (errorCode) failures.push({ section: 'portfolio', errorCode, accountId });
+    walkStartedAt: Date,
-  }
+  ) {
-
-  private async refreshOperations(userId: string, revision: string, accountId: string, failures: HourlySection[], attempted: { count: number }) {
-    attempted.count += ONE_ATTEMPT;
     try {
-      const id = await this.operations.request(userId, [{ accountId, from: monthStartOf(new Date()), to: new Date() }], true, 'screen', revision);
+      const work = await this.withBound(
-      if (!id) return;
+        this.portfolio.request(userId, revision, accountId, true, walkStartedAt),
-      const errorCode = await this.settledWorkError(userId, [id]);
+      );
-      if (errorCode) failures.push({ section: 'operations', errorCode, accountId });
+      if (work && work !== BOUND_EXPIRED) {
+        await dispatch({ accountId, id: work.id, section: 'portfolio' });
+        return;
+      }
     } catch {
-      failures.push({ section: 'operations', errorCode: TbankErrorCode.Unavailable, accountId });
+      // A failed dispatch has no durable step row; record the problem.
     }
+    dispatchProblems.push({
+      accountId,
+      errorCode: TbankErrorCode.Unavailable,
+      section: 'portfolio',
+    });
   }
 
-  private async refreshEvents(userId: string, accountId: string, failures: HourlySection[], attempted: { count: number }) {
+  private async dispatchOperations(
-    attempted.count += ONE_ATTEMPT;
+    userId: string,
+    revision: string,
+    accountId: string,
+    dispatch: DispatchStep,
+    dispatchProblems: HourlySection[],
+  ) {
     try {
-      const ids = await this.events.refresh(userId, accountId);
+      const id = await this.withBound(
-      const failed = ids.length ? (await this.settledWorks(userId, ids)).find((row) => row.state === 'failed') : undefined;
+        this.operations.request(
-      if (failed?.errorCode) failures.push({ section: 'events', errorCode: failed.errorCode, accountId });
+          userId,
-      else await this.events.get(userId, accountId);
+          [
+            {
+              accountId,
+              from: monthStartOf(new Date()),
+              to: new Date(),
+            },
+          ],
+          true,
+          'screen',
+          revision,
+        ),
+      );
+      if (id && id !== BOUND_EXPIRED) {
+        await dispatch({ accountId, id, section: 'operations' });
+        return;
+      }
     } catch {
-      failures.push({ section: 'events', errorCode: TbankErrorCode.Unavailable, accountId });
+      // A failed dispatch has no durable step row; record the problem.
     }
+    dispatchProblems.push({
+      accountId,
+      errorCode: TbankErrorCode.Unavailable,
+      section: 'operations',
+    });
+  }
+
+  private async dispatchEvents(
+    userId: string,
+    accountId: string,
+    dispatch: DispatchStep,
+    dispatchProblems: HourlySection[],
+  ) {
+    try {
+      const ids = await this.withBound(this.events.refresh(userId, accountId));
+      if (ids !== BOUND_EXPIRED) {
+        for (const id of ids) {
+          await dispatch({ accountId, id, section: 'events' });
+        }
+        return;
+      }
+    } catch {
+      // A failed dispatch has no durable step row; record the problem.
+    }
+    dispatchProblems.push({
+      accountId,
+      errorCode: TbankErrorCode.Unavailable,
+      section: 'events',
+    });
   }
 
   private async settle(
     attempt: TbankSyncAttempt,
-    failures: HourlySection[],
+    cause: HourlyCause | null = null,
-    attempted: number,
+    dispatchProblems: HourlySection[] = [],
   ) {
-    let result: 'failed' | 'partial' | 'succeeded' = 'succeeded';
+    // A suppressed settle error is not lost: the walk leaves the active set
-    if (failures.length) {
+    // and the next tick closes the attempt from its durable step results.
-      result = attempted > NO_ATTEMPTS && failures.length >= attempted ? 'failed' : 'partial';
-    }
     await this.repository
-      .settleHourly(attempt, result, failures)
+      .settleHourly(attempt, cause, dispatchProblems)
-      .catch(() => undefined);
+      .catch(() => {
+        this.logger.event('error', 'tbank.hourly.settle_failed', {
+          userId: attempt.userId,
+        });
+        return undefined;
+      });
   }
 
-  private async settledWorkError(userId: string, ids: string[]) {
+  // Drops settled and missing rows from the wait set and expires waits that
-    const rows = await this.settledWorks(userId, ids);
+  // passed the per-step bound.
-    return rows.find((row) => row.state === 'failed')?.errorCode ?? null;
+  private advanceWaiting(
+    waiting: Map<string, number>,
+    rows: { id: string; state: string }[],
+  ) {
+    for (const row of rows) {
+      if (row.state !== 'running') waiting.delete(row.id);
+    }
+    for (const id of [...waiting.keys()]) {
+      if (!rows.some((row) => row.id === id)) {
+        waiting.delete(id);
+        continue;
+      }
+      const startedAt = waiting.get(id) ?? NO_MILLISECONDS;
+      if (Date.now() - startedAt >= WORK_WAIT_BOUND_MS) waiting.delete(id);
+    }
   }
 
-  // Polls the durable work rows until they leave the running state; a row
+  // Waits for every dispatched step to leave the running state. Each wait is
-  // deleted with its connection counts as interrupted, not failed.
+  // bounded so a stuck step cannot hold the attempt running forever; the
-  private async settledWorks(userId: string, ids: string[]) {
+  // bound does not cancel the upstream call, and late results stay in the
-    const settled = new Map<string, SettledWork>();
+  // step row where the attempt fence decides whether they count.
-    const pending = new Set(ids);
+  private async waitWorks(userId: string, ids: string[]) {
-    while (pending.size) {
+    const waiting = new Map(ids.map((id) => [id, Date.now()]));
-      const rows = await this.repository.works(userId, [...pending]);
+    let pollMs = WORK_POLL_MS;
-      for (const row of rows) {
+    while (waiting.size) {
-        if (row.state !== 'running') {
+      const rows = await this.repository.works(userId, [...waiting.keys()]);
-          settled.set(row.id, row);
+      this.advanceWaiting(waiting, rows);
-          pending.delete(row.id);
+      if (waiting.size) {
-        }
+        await new Promise((resolve) => setTimeout(resolve, pollMs));
-      }
+        pollMs = Math.min(pollMs * WORK_POLL_BACKOFF_FACTOR, WORK_POLL_MAX_MS);
-      for (const id of [...pending]) {
-        if (!rows.some((row) => row.id === id)) {
-          settled.set(id, { id, state: 'cancelled', errorCode: null });
-          pending.delete(id);
-        }
       }
-      if (pending.size) await new Promise((resolve) => setTimeout(resolve, WORK_POLL_MS));
     }
-    return [...settled.values()];
   }
 }
 

src/modules/investments/tbank-sync/tbank-sync.api.ts

@@ -0,0 +1 @@
+export { hourlyAttempt, TbankSyncRepository } from './tbank-sync.repository';

src/modules/investments/tbank-sync/tbank-sync.dto.ts

@@ -23,7 +23,7 @@ import {
 
 import { MAX_INSTRUMENT_QUERY_LENGTH, MIN_INSTRUMENT_QUERY_LENGTH } from '../instrument-query';
 import { InvestmentAttemptProblemDto } from '../investment-resource.dto';
-import { operationCategories } from '../operations/operations.api';
+import { operationCategories } from '../operation-category';
 
 const MIN_ACCOUNT_ID_LENGTH = 1;
 const MIN_SYNC_PAGE_SIZE = 1;
@@ -209,13 +209,6 @@ export const investmentScreenSchema = {
   },
 };
 
-export class TbankSyncAcceptedDto {
-  @ApiProperty({ format: 'uuid' }) declare id: string;
-  @ApiProperty({ type: Object, ...investmentScreenSchema })
-  declare scope: InvestmentScreenDto;
-
-  @ApiProperty({ format: 'date-time' }) declare now: string;
-}
 export class TbankSyncStatusDto {
   @ApiProperty({ format: 'uuid' }) declare id: string;
   @ApiProperty({ type: Object, ...investmentScreenSchema, nullable: true })
@@ -229,26 +222,6 @@ export class TbankSyncStatusDto {
     null | string;
 }
 
-export class HourlySyncSectionDto {
-  @ApiProperty({ enum: ['membership', 'portfolio', 'operations', 'events'] })
-  declare section: 'events' | 'membership' | 'operations' | 'portfolio';
-
-  @ApiPropertyOptional({
-    type: String,
-    nullable: false,
-    description: 'Account identifier of the problematic section, when scoped.',
-  })
-  declare accountId?: string;
-
-  @ApiProperty({
-    type: String,
-    nullable: true,
-    description:
-      'Safe error code of the failed section. No tokens or upstream payloads.',
-  })
-  declare errorCode: null | string;
-}
-
 export class HourlySyncStatusDto {
   @ApiProperty({
     enum: ['running', 'succeeded', 'partial', 'failed', 'cancelled'],

src/modules/investments/tbank-sync/tbank-sync.repository.ts

@@ -18,7 +18,19 @@ export type HourlySection = {
   errorCode: null | string;
   section: 'events' | 'membership' | 'operations' | 'portfolio';
 };
+export type HourlyChild = {
+  accountId?: string;
+  id: string;
+  section: HourlySection['section'];
+};
+export const HOURLY_CAUSE_DEADLINE = 'DEADLINE';
+export const HOURLY_CAUSE_INTERRUPTED = 'INTERRUPTED';
+export type HourlyCause = typeof HOURLY_CAUSE_INTERRUPTED;
+type StepOutcome = { problem?: HourlySection; success: boolean };
+type StepRow = { attemptId: string; errorCode: null | string; state: string };
 export type HourlyProgress = {
+  attempts?: Record<string, string>;
+  children?: HourlyChild[];
   result?: 'failed' | 'partial' | 'succeeded';
   sections: HourlySection[];
 };
@@ -31,16 +43,17 @@ type HourlyAttempt = {
 
 export function hourlyAttempt(
   hourly: HourlyAttempt | null,
-  section: HourlySection['section'],
+  section: HourlySection['section'] | readonly HourlySection['section'][],
   accountId?: string,
 ): InvestmentAttemptDto {
   if (!hourly) {
     return { state: 'none', startedAt: null, finishedAt: null, problems: [] };
   }
+  const sections = Array.isArray(section) ? section : [section];
   const problems = hourly.sections
     .filter(
       (entry) =>
-        entry.section === section &&
+        sections.includes(entry.section) &&
         (accountId === undefined || entry.accountId === accountId),
     )
     .map((entry) => ({
@@ -170,7 +183,8 @@ export class TbankSyncRepository {
 
   // The timer only proposes work; this reservation is the durable fence. The
   // attempt start (createdAt) is the basis of the next hourly term, including
-  // failed and interrupted attempts.
+  // failed and interrupted attempts. After downtime the next tick is due at
+  // once, so no catch-up queue forms.
   reserveHourly(userId: string, runId: string, hourMs: number) {
     return this.prisma.$transaction(async (tx) => {
       const connection = await tx.tbankConnection.findFirst({
@@ -188,15 +202,22 @@ export class TbankSyncRepository {
       });
       const now = new Date();
       if (previous) {
-        const due = now.valueOf() - previous.createdAt.valueOf() >= hourMs;
+        // Terms are hourMs steps from the attempt start; a walk still running
+        // at a term consumes it. A dead process's attempt has no known end, so
+        // it consumes only its own term.
+        const started = previous.createdAt.valueOf();
+        const ended =
+          previous.state === 'running' ? started : previous.updatedAt.valueOf();
+        const dueAt =
+          started +
+          Math.max(hourMs, Math.ceil((ended - started) / hourMs) * hourMs);
+        const due = now.valueOf() >= dueAt;
         if (previous.state === 'running') {
           if (previous.processRunId === runId) return null;
-          // A dead process cannot finish its attempt; interrupt it, but its
+          // A dead process cannot finish its attempt; close it from its
-          // start stays the basis of the next term.
+          // actual step results, but its start stays the basis of the next
-          await tx.tbankSyncWork.update({
+          // term.
-            where: { userId_revision_scopeKey: key },
+          await this.closeHourly(tx, previous, 'INTERRUPTED', []);
-            data: { state: 'cancelled', errorCode: null },
-          });
           if (!due) return null;
         } else if (!due) return null;
       }
@@ -220,28 +241,146 @@ export class TbankSyncRepository {
     });
   }
 
-  settleHourly(
+  private classifyStep(
-    attempt: TbankSyncAttempt,
+    child: HourlyChild,
-    result: 'failed' | 'partial' | 'succeeded',
+    row: StepRow | undefined,
+    recorded: string | undefined,
+    cause: HourlyCause | null,
+  ): StepOutcome {
+    if (row && row.attemptId === recorded && row.state === 'complete') {
+      return { success: true };
+    }
+    const stale = !row || (recorded !== undefined && row.attemptId !== recorded);
+    let errorCode: null | string = null;
+    if (!stale && row.state === 'failed') errorCode = row.errorCode;
+    else if (!stale && cause === HOURLY_CAUSE_INTERRUPTED) {
+      errorCode = HOURLY_CAUSE_INTERRUPTED;
+    } else if (!stale) errorCode = HOURLY_CAUSE_DEADLINE;
+    return {
+      problem: { accountId: child.accountId, errorCode, section: child.section },
+      success: false,
+    };
+  }
+
+  private deriveResult(
+    cause: HourlyCause | null,
     sections: HourlySection[],
+    successes: number,
+  ): 'failed' | 'partial' | 'succeeded' {
+    if (!cause && !sections.length) return 'succeeded';
+    return successes ? 'partial' : 'failed';
+  }
+
+  // The outcome is derived from the durable state of the dispatched steps,
+  // never from an in-memory error list that an exception path can empty.
+  // `cause` marks a close before normal completion and caps the result at
+  // `partial`; `dispatchProblems` records required sections that never got a
+  // durable step row because their dispatch failed.
+  private async closeHourly(
+    tx: Prisma.TransactionClient,
+    work: {
+      attemptId: string;
+      id: string;
+      progress: Prisma.JsonValue;
+      revision: string;
+      userId: string;
+    },
+    cause: HourlyCause | null,
+    dispatchProblems: HourlySection[],
   ) {
-    return this.prisma.tbankSyncWork.updateMany({
+    const progress = work.progress as HourlyProgress;
-      where: {
+    const children = progress.children ?? [];
-        id: attempt.id,
+    const rows = children.length
-        attemptId: attempt.attemptId,
+      ? await tx.tbankSyncWork.findMany({
-        userId: attempt.userId,
+          where: {
-        revision: attempt.revision,
+            userId: work.userId,
-        state: 'running',
+            id: { in: children.map((child) => child.id) },
-      },
+          },
+          select: { attemptId: true, errorCode: true, id: true, state: true },
+        })
+      : [];
+    const byId = new Map(rows.map((row) => [row.id, row]));
+    const outcomes = children.map((child) =>
+      this.classifyStep(
+        child,
+        byId.get(child.id),
+        progress.attempts?.[child.id],
+        cause,
+      ),
+    );
+    const sections = outcomes
+      .flatMap((outcome) => (outcome.problem ? [outcome.problem] : []))
+      .concat(dispatchProblems);
+    const successes = outcomes.filter((outcome) => outcome.success).length;
+    const result = this.deriveResult(cause, sections, successes);
+    return tx.tbankSyncWork.updateMany({
+      where: { id: work.id, attemptId: work.attemptId, state: 'running' },
       data: {
         state: result === 'failed' ? 'failed' : 'complete',
         errorCode:
-          sections.find((section) => section.errorCode)?.errorCode ?? null,
+          cause ??
-        progress: { result, sections },
+          sections.find((section) => section.errorCode)?.errorCode ??
+          null,
+        progress: {
+          attempts: progress.attempts ?? {},
+          children,
+          result,
+          sections,
+        },
       },
     });
   }
 
+  async settleHourly(
+    attempt: TbankSyncAttempt,
+    cause: HourlyCause | null = null,
+    dispatchProblems: HourlySection[] = [],
+  ) {
+    return this.prisma.$transaction(async (tx) => {
+      const work = await tx.tbankSyncWork.findFirst({ where: attempt });
+      if (!work || work.state !== 'running') return { count: 0 };
+      return this.closeHourly(tx, work, cause, dispatchProblems);
+    });
+  }
+
+  // Records a dispatched step on the attempt before it is awaited, so a lost
+  // walk can still derive its outcome from durable rows.
+  async recordHourlyChild(attempt: TbankSyncAttempt, child: HourlyChild) {
+    return this.prisma.$transaction(async (tx) => {
+      const work = await tx.tbankSyncWork.findFirst({
+        where: { ...attempt, state: 'running' },
+        select: { progress: true },
+      });
+      if (!work) return false;
+      const progress = work.progress as HourlyProgress;
+      const row = await tx.tbankSyncWork.findFirst({
+        where: { userId: attempt.userId, id: child.id },
+        select: { attemptId: true },
+      });
+      const updated = await tx.tbankSyncWork.updateMany({
+        where: { ...attempt, state: 'running' },
+        data: {
+          progress: {
+            attempts: {
+              ...progress.attempts,
+              ...(row ? { [child.id]: row.attemptId } : {}),
+            },
+            children: [...(progress.children ?? []), child],
+            sections: progress.sections ?? [],
+          },
+        },
+      });
+      return Boolean(updated.count);
+    });
+  }
+
+  runningHourly(userId: string) {
+    return this.prisma.tbankSyncWork.findMany({
+      where: { userId, scopeKey: 'hourly', state: 'running' },
+      select: { attemptId: true, id: true, processRunId: true, revision: true },
+    });
+  }
+
   async hourly(userId: string) {
     const connection = await this.prisma.tbankConnection.findFirst({
       where: { userId },

src/modules/investments/tbank-sync/tbank-sync.service.ts

@@ -2,314 +2,27 @@ import {
   ConflictException,
   Injectable,
   NotFoundException,
-  ServiceUnavailableException,
 } from '@nestjs/common';
 import { randomUUID } from 'node:crypto';
 
-import { ISO_DATE_LENGTH, ISO_DATE_START } from '../../../common/time';
+import { TbankAccessService } from '../../../integrations/tbank/tbank.api';
-import { TbankErrorCode } from '../../../integrations/tbank/tbank-error-code';
+import { BrokerageOperationsSyncService } from '../operations/operations.api';
-import {
+import { TbankSyncStatusDto } from './tbank-sync.dto';
-  InstrumentMetadataService,
-  TbankAccessService,
-  TbankMembershipService,
-  type TbankSyncAttempt,
-} from '../../../integrations/tbank/tbank.api';
-import {
-  CandleService,
-  CatalogDiscoveryService,
-  CatalogEnrichmentService,
-} from '../instruments/instruments.api';
-import { planInvestmentScreen } from '../investment-sync-plan';
-import {
-  BrokerageOperationsSyncService,
-  type OperationInterval,
-} from '../operations/operations.api';
-import { PortfolioService } from '../portfolio/portfolio.api';
-import { normalizeScreen } from './tbank-screen';
-import { InvestmentScreenDto, TbankSyncStatusDto } from './tbank-sync.dto';
 import {
   type ScreenIntent,
   TbankSyncRepository,
 } from './tbank-sync.repository';
 
-const FOREGROUND_CANDLE_PRIORITY = 0;
-
 @Injectable()
 export class TbankSyncService {
   private readonly runId = randomUUID();
   private readonly startedAt = new Date();
-  private reservations: Promise<unknown> = Promise.resolve();
   constructor(
     private readonly repository: TbankSyncRepository,
     private readonly access: TbankAccessService,
-    private readonly membership: TbankMembershipService,
-    private readonly portfolio: PortfolioService,
     private readonly operations: BrokerageOperationsSyncService,
-    private readonly metadata: InstrumentMetadataService,
-    private readonly discovery: CatalogDiscoveryService,
-    private readonly sources: CatalogEnrichmentService,
-    private readonly candles: CandleService,
   ) {}
 
-  async request(userId: string, input: InvestmentScreenDto) {
-    const scope = normalizeScreen(input);
-    const connection = await this.access.local(userId, scope.accountId);
-    const reservation = this.reservations.then(() =>
-      this.repository.reserve(userId, connection.revision, scope, this.runId),
-    );
-    this.reservations = reservation.catch(() => undefined);
-    const reserved = await reservation;
-    if (!reserved) throw new ServiceUnavailableException();
-    const intent = reserved.work.intent as unknown as ScreenIntent;
-    if (reserved.launch) {
-      const attempt = {
-        userId,
-        revision: connection.revision,
-        id: reserved.work.id,
-        attemptId: reserved.work.attemptId,
-      };
-      setImmediate(() => {
-        void this.dispatch(attempt, intent);
-      });
-    }
-    return { id: reserved.work.id, ...intent };
-  }
-
-  private async dispatch(attempt: TbankSyncAttempt, intent: ScreenIntent) {
-    const children: string[] = [];
-    const add = async (ids: (null | string | undefined)[]) => {
-      children.push(...ids.filter((id): id is string => Boolean(id)));
-      await this.repository.progress(attempt, children, false);
-    };
-    try {
-      const { userId, revision } = attempt;
-      const { scope } = intent;
-      const now = new Date(intent.now);
-      const member = await this.membership.request(userId, revision, true);
-      await add([member?.id]);
-      await member?.done;
-      const current = await this.access.local(userId, scope.accountId);
-      if (current.revision !== revision) return;
-      const accountScope = scope.accountId ?? 'all';
-      const selectedAccounts = current.accounts.filter(
-        (account) =>
-          accountScope === 'all' || account.accountId === accountScope,
-      );
-      if (
-        ['account', 'accounts', 'bond', 'events', 'stock'].includes(
-          scope.screen,
-        )
-      ) {
-        for (const account of scope.screen === 'stock' ||
-          scope.screen === 'bond'
-          ? current.accounts
-          : selectedAccounts) {
-          const work = await this.portfolio.request(
-            userId,
-            revision,
-            account.accountId,
-            true,
-          );
-          await add([work?.id]);
-          await work?.done;
-        }
-      }
-      const saved = await this.portfolio.read(
-        userId,
-        scope.screen === 'stock' || scope.screen === 'bond'
-          ? 'all'
-          : accountScope,
-      );
-      const positions = saved.data?.positions ?? [];
-      const instruments = [
-        ...new Map(
-          positions.flatMap((position) =>
-            position.instrumentUid &&
-            (position.type === 'STOCK' || position.type === 'BOND')
-              ? [
-                  [
-                    position.instrumentUid,
-                    {
-                      uid: position.instrumentUid,
-                      type: position.type,
-                      historyFrom: null,
-                    },
-                  ] as const,
-                ]
-              : [],
-          ),
-        ).values(),
-      ];
-      const plan = planInvestmentScreen(
-        {
-          ...scope,
-          candleRange: scope.candleRange
-            ? {
-                from: new Date(scope.candleRange.from),
-                to: new Date(scope.candleRange.to),
-              }
-            : undefined,
-        },
-        {
-          accounts: selectedAccounts,
-          instruments:
-            scope.screen === 'stocks' || scope.screen === 'bonds'
-              ? []
-              : instruments,
-          membershipKnown: Boolean(current.membershipAt),
-        },
-        now,
-        true,
-      );
-      const intervals: OperationInterval[] = plan.sources.flatMap((source) =>
-        source.kind === 'operations' &&
-        source.accountId &&
-        source.from &&
-        source.to
-          ? [
-              {
-                accountId: source.accountId,
-                from: source.from,
-                to: source.to,
-                ...(source.instrumentUid
-                  ? { instrumentUid: source.instrumentUid }
-                  : {}),
-              },
-            ]
-          : [],
-      );
-      if (intervals.length) {
-        await add([
-          await this.operations.request(
-            userId,
-            intervals,
-            true,
-            'screen',
-            revision,
-          ),
-        ]);
-      }
-      for (const source of plan.sources) {
-        const uid = source.instrumentUid;
-        const type = source.instrumentType === 'BOND' ? 'bond' : 'share';
-        if (source.kind === 'catalog') {
-          await add(
-            await this.discovery.refresh(userId, revision, {
-              instrumentType: type,
-              query: source.query ?? '',
-            }),
-          );
-        }
-        if (!uid) continue;
-        if (source.kind === 'metadata') {
-          await add([
-            await this.metadata.request(userId, revision, {
-              instrumentUid: uid,
-            }),
-          ]);
-        }
-        if (source.kind === 'quote') {
-          await add(
-            await this.sources.requestMany(
-              userId,
-              revision,
-              type,
-              [uid],
-              true,
-              [
-                type === 'bond' ? 'bond-current' : 'detail',
-                'last-price',
-                'trading-status',
-                'comparison',
-              ],
-            ),
-          );
-        }
-        if (source.kind === 'company') {
-          await add(
-            await this.sources.requestMany(
-              userId,
-              revision,
-              type,
-              [uid],
-              true,
-              ['description', 'fundamentals'],
-            ),
-          );
-        }
-        if (source.kind === 'metrics') {
-          await add(
-            await this.sources.requestMany(
-              userId,
-              revision,
-              type,
-              [uid],
-              true,
-              ['coupons', 'yield', 'rating'],
-            ),
-          );
-        }
-        if (source.kind === 'calendar' && source.from && source.to) {
-          await add(
-            await this.sources.requestMany(
-              userId,
-              revision,
-              type,
-              [uid],
-              true,
-              [
-                type === 'share'
-                  ? 'dividends'
-                  : scope.screen === 'bond'
-                    ? 'coupons'
-                    : 'bond-events',
-              ],
-              {
-                from: source.from.toISOString().slice(ISO_DATE_START, ISO_DATE_LENGTH),
-                to: source.to.toISOString().slice(ISO_DATE_START, ISO_DATE_LENGTH),
-                ticker:
-                  positions.find((position) => position.instrumentUid === uid)
-                    ?.ticker ?? undefined,
-              },
-            ),
-          );
-        }
-      }
-      if (
-        (scope.screen === 'stock' || scope.screen === 'bond') &&
-        scope.instrumentUid
-      ) {
-        await add([
-          await this.candles.request(
-            userId,
-            revision,
-            {
-              uid: scope.instrumentUid,
-              instrumentType: scope.screen === 'bond' ? 'bond' : 'share',
-              period: scope.candlePeriod ?? 'month',
-              ...(scope.candleRange
-                ? {
-                    range: {
-                      from: new Date(scope.candleRange.from),
-                      to: new Date(scope.candleRange.to),
-                    },
-                  }
-                : {}),
-            },
-            now,
-            true,
-            FOREGROUND_CANDLE_PRIORITY,
-          ),
-        ]);
-      }
-      await this.repository.progress(attempt, children, true);
-    } catch {
-      await this.repository
-        .progress(attempt, children, true, TbankErrorCode.Unavailable)
-        .catch(() => undefined);
-    }
-  }
-
   async status(userId: string, id: string): Promise<TbankSyncStatusDto> {
     const connection = await this.access
       .local(userId)

src/modules/investments/upcoming-events/upcoming-events.service.ts

@@ -2,6 +2,7 @@ import { BadRequestException, Injectable } from '@nestjs/common';
 
 import {
   add,
+  type Decimal,
   decimalFromString,
   formatDecimal,
   isZero,
@@ -23,7 +24,7 @@ import {
 import {
   hourlyAttempt,
   TbankSyncRepository,
-} from '../tbank-sync/tbank-sync.repository';
+} from '../tbank-sync/tbank-sync.api';
 import { bondEvent, dividendEvent } from './upcoming-event.mapper';
 import {
   UpcomingEventDto,
@@ -31,7 +32,7 @@ import {
   UpcomingEventsQueryDto,
 } from './upcoming-events.dto';
 
-enum EventsErrorCode { InvalidPeriod = 'INVALID_EVENTS_PERIOD' }
+export enum EventsErrorCode { InvalidPeriod = 'INVALID_EVENTS_PERIOD' }
 
 const FIRST_BATCH_OFFSET = 0;
 
@@ -280,7 +281,7 @@ function dateWindow(query: UpcomingEventsQueryDto) {
 }
 
 function incomeTotals(events: UpcomingEventDto[]): MoneyDto[] {
-  const totals = new Map<string, ReturnType<typeof decimalFromString>>();
+  const totals = new Map<string, Decimal>();
   for (const event of events) {
     if (!['coupon', 'dividend'].includes(event.type) || !event.projectedAmount) {
       continue;

src/openapi.ts

@@ -1,11 +1,51 @@
 import { INestApplication } from '@nestjs/common';
 import { DocumentBuilder, SwaggerModule } from '@nestjs/swagger';
 
+import { HttpErrorCode } from './common/error-code';
+import { MoexErrorCode } from './integrations/moex/moex.client';
+import { NcrErrorCode } from './integrations/ncr/ncr-ratings.client';
+import { TbankErrorCode } from './integrations/tbank/tbank-error-code';
+import { AuthErrorCode } from './modules/auth/application/auth-error-code';
+import { BankErrorCode } from './modules/banking/bank-cards/application/bank-card-input';
+import { IncomeErrorCode } from './modules/investments/income/income-period';
+import { InstrumentErrorCode } from './modules/investments/instruments/domain/instrument-error-code';
+import { OperationErrorCode } from './modules/investments/operations/domain/operation-error-code';
+import { EventsErrorCode } from './modules/investments/upcoming-events/upcoming-events.service';
+
 export const API_PREFIX = 'api/v1';
 
+// Nest Swagger cannot express additionalProperties on a class, so closed request
+// bodies are restored here after generation; the runtime allowlist stays in the controller.
+const CLOSED_SCHEMAS = ['StockScreenerCriteriaDto'];
+
+// Every code HttpExceptionFilter can emit. Assembled at the composition root so
+// common/ProblemDetailsDto does not depend on modules.
+export const PROBLEM_CODES = [
+  ...Object.values(HttpErrorCode),
+  ...Object.values(AuthErrorCode),
+  ...Object.values(OperationErrorCode),
+  ...Object.values(InstrumentErrorCode),
+  ...Object.values(TbankErrorCode),
+  ...Object.values(BankErrorCode),
+  ...Object.values(MoexErrorCode),
+  ...Object.values(NcrErrorCode),
+  ...Object.values(EventsErrorCode),
+  ...Object.values(IncomeErrorCode),
+];
+
 export function createOpenApiDocument(app: INestApplication) {
-  return SwaggerModule.createDocument(
+  const document = SwaggerModule.createDocument(
     app,
     new DocumentBuilder().setTitle('WealthLedger API').setVersion('v1').build(),
   );
+  const schemas = document.components?.schemas ?? {};
+  for (const [name, schema] of Object.entries(schemas)) {
+    if (CLOSED_SCHEMAS.includes(name) && 'properties' in schema) {
+      schema.additionalProperties = false;
+    }
+  }
+  const problem = schemas.ProblemDetailsDto;
+  const problemCode = problem && 'properties' in problem ? problem.properties?.code : undefined;
+  if (problemCode && !('$ref' in problemCode)) problemCode.enum = PROBLEM_CODES;
+  return document;
 }

test/all-accounts.e2e-spec.ts

@@ -9,6 +9,7 @@ import { AppModule } from '../src/app.module';
 import { TbankTokenService } from '../src/integrations/tbank/tbank-token.service';
 import { TbankClient } from '../src/integrations/tbank/tbank.client';
 import { configureApp } from '../src/main';
+import { TbankHourlyScheduler } from '../src/modules/investments/tbank-sync/tbank-hourly.scheduler';
 import { PrismaService } from '../src/prisma/prisma.service';
 
 describe('All accounts HTTP boundary', () => {
@@ -31,6 +32,8 @@ describe('All accounts HTTP boundary', () => {
     const module = await Test.createTestingModule({ imports: [AppModule] })
       .overrideProvider(TbankClient)
       .useValue(upstream)
+      .overrideProvider(TbankHourlyScheduler)
+      .useValue({ tick: jest.fn() })
       .compile();
     app = module.createNestApplication();
     configureApp(app);

test/app.e2e-spec.ts

@@ -2,7 +2,9 @@ import { INestApplication } from '@nestjs/common';
 import { ConfigService } from '@nestjs/config';
 import { JwtService } from '@nestjs/jwt';
 import { Test, TestingModule } from '@nestjs/testing';
+import * as bcrypt from 'bcrypt';
 import { PARAMS_PROVIDER_TOKEN } from 'nestjs-pino';
+import { createHash, randomUUID } from 'node:crypto';
 import request from 'supertest';
 import { App } from 'supertest/types';
 
@@ -10,6 +12,7 @@ import { AppModule } from '../src/app.module';
 import { loggingOptions } from '../src/common/logging/logging.module';
 import { configureApp } from '../src/main';
 import { AuthService } from '../src/modules/auth/application/auth.service';
+import { TbankHourlyScheduler } from '../src/modules/investments/tbank-sync/tbank-hourly.scheduler';
 import { PrismaService } from '../src/prisma/prisma.service';
 
 type Authentication = { accessToken: string; user: { email: string } };
@@ -29,11 +32,15 @@ describe('Authentication (e2e)', () => {
         pinoHttp: {
           ...loggingOptions(config),
           level: 'info',
+          transport: undefined,
           stream: { write: (line: string) => logs.push(JSON.parse(line) as Record<string, unknown>) },
         },
         assignResponse: true,
       }),
-    }).compile();
+    })
+      .overrideProvider(TbankHourlyScheduler)
+      .useValue({ tick: jest.fn() })
+      .compile();
 
     app = moduleFixture.createNestApplication();
     configureApp(app);
@@ -90,6 +97,171 @@ describe('Authentication (e2e)', () => {
     await agent.post('/api/v1/auth/logout').expect(204);
   });
 
+  it('rejects a valid refresh token as Bearer while its session stays usable', async () => {
+    const registration = await request(app.getHttpServer())
+      .post('/api/v1/auth/register')
+      .send({ email: 'bearer@example.test', password: 'a secure password' })
+      .expect(200);
+    const cookie = registration.headers['set-cookie'][0];
+    const refreshToken = /^refresh_token=([^;]+)/.exec(cookie)?.[1];
+    if (!refreshToken) throw new Error('Expected a refresh token cookie');
+    // Signed, unexpired and backed by a live session: only its type is wrong.
+    await expect(app.get(JwtService).verifyAsync(refreshToken)).resolves.toMatchObject({
+      type: 'refresh',
+    });
+
+    await request(app.getHttpServer())
+      .get('/api/v1/auth/me')
+      .set('Authorization', `Bearer ${refreshToken}`)
+      .expect(401)
+      .expect(({ body }: { body: unknown }) =>
+        expect(body).toEqual({ status: 401, code: 'UNAUTHORIZED' }),
+      );
+
+    await request(app.getHttpServer())
+      .post('/api/v1/auth/refresh')
+      .set('Cookie', cookie)
+      .expect(200);
+  });
+
+  describe('refresh cookie policy', () => {
+    const attributes = (cookie: string) =>
+      cookie
+        .split('; ')
+        .slice(1)
+        .filter((attribute) => !attribute.startsWith('Expires='))
+        .sort((a, b) => a.localeCompare(b));
+    const host = ['HttpOnly', 'Path=/api/v1/auth', 'SameSite=Lax'];
+    // Persistent for the Session lifetime (7 days), otherwise the browser drops it on restart.
+    const persistent = [...host, 'Max-Age=604800'];
+    const sorted = (items: string[]) => [...items].sort((a, b) => a.localeCompare(b));
+    const login = async () => {
+      const registration = await request(app.getHttpServer())
+        .post('/api/v1/auth/register')
+        .send({ email: 'cookie@example.test', password: 'a secure password' })
+        .expect(200);
+      return registration.headers['set-cookie'][0];
+    };
+
+    // The cookie policy reads NODE_ENV per request; the e2e runner defaults to development.
+    const inEnvironment = async <T>(nodeEnv: string, run: () => Promise<T>) => {
+      const previous = process.env['NODE_ENV'];
+      process.env['NODE_ENV'] = nodeEnv;
+      try {
+        return await run();
+      } finally {
+        process.env['NODE_ENV'] = previous;
+      }
+    };
+
+    it('issues and rotates it persistent (Max-Age) HttpOnly, Lax, path-scoped, host-only and Secure in production, and clears it', async () => {
+      await inEnvironment('production', async () => {
+        const issued = await login();
+        const rotated = await request(app.getHttpServer())
+          .post('/api/v1/auth/refresh')
+          .set('Cookie', issued)
+          .expect(200);
+        const cleared = await request(app.getHttpServer())
+          .post('/api/v1/auth/logout')
+          .set('Cookie', rotated.headers['set-cookie'][0])
+          .expect(204);
+
+        // Exact set: any added Domain, changed Max-Age or dropped flag fails.
+        for (const cookie of [issued, rotated.headers['set-cookie'][0]]) {
+          expect(attributes(cookie)).toEqual(sorted([...persistent, 'Secure']));
+        }
+        // Clearing must not carry Max-Age; Express expires it with a past Expires.
+        const clearedCookie = cleared.headers['set-cookie'][0];
+        expect(attributes(clearedCookie)).toEqual(sorted([...host, 'Secure']));
+        expect(clearedCookie).toContain('Expires=Thu, 01 Jan 1970');
+      });
+    });
+
+    it('drops only Secure in development and keeps every other attribute', async () => {
+      await inEnvironment('development', async () => {
+        expect(attributes(await login())).toEqual(sorted(persistent));
+      });
+    });
+  });
+
+  describe('expired credentials', () => {
+    const sha256 = (token: string) => createHash('sha256').update(token).digest('hex');
+    const PAST = () => Math.floor(Date.now() / 1000) - 60;
+    const FUTURE = () => Math.floor(Date.now() / 1000) + 600;
+    const register = async () => {
+      const registration = await request(app.getHttpServer())
+        .post('/api/v1/auth/register')
+        .send({ email: 'expiry@example.test', password: 'a secure password' })
+        .expect(200);
+      const session = await app.get(PrismaService).session.findFirstOrThrow();
+      return {
+        cookie: registration.headers['set-cookie'][0],
+        sub: session.userId,
+        sid: session.id,
+      };
+    };
+
+    it('rejects a signed expired access token but admits the same claims unexpired', async () => {
+      const { sub, sid } = await register();
+      const jwt = app.get(JwtService);
+      const expired = await jwt.signAsync({ sub, sid, type: 'access', exp: PAST() });
+      const fresh = await jwt.signAsync({ sub, sid, type: 'access', exp: FUTURE() });
+
+      await request(app.getHttpServer())
+        .get('/api/v1/auth/me')
+        .set('Authorization', `Bearer ${expired}`)
+        .expect(401);
+      await request(app.getHttpServer())
+        .get('/api/v1/auth/me')
+        .set('Authorization', `Bearer ${fresh}`)
+        .expect(200)
+        .expect(({ body }: { body: unknown }) =>
+          expect((body as { email: string }).email).toBe('expiry@example.test'),
+        );
+    });
+
+    it('rejects a signed expired refresh token that matches the live session hash', async () => {
+      const { sub, sid } = await register();
+      const jwt = app.get(JwtService);
+      const prisma = app.get(PrismaService);
+      const claims = { sub, sid, type: 'refresh' };
+      const expired = await jwt.signAsync({ ...claims, jti: randomUUID(), exp: PAST() });
+      const fresh = await jwt.signAsync({ ...claims, jti: randomUUID(), exp: FUTURE() });
+
+      // Hash, session and signature all valid: only `exp` differs between the two.
+      await prisma.session.update({ where: { id: sid }, data: { refreshTokenHash: sha256(expired) } });
+      const rejected = await request(app.getHttpServer())
+        .post('/api/v1/auth/refresh')
+        .set('Cookie', `refresh_token=${expired}`)
+        .expect(401);
+      expect(rejected.headers['set-cookie']).toBeUndefined();
+
+      await prisma.session.update({ where: { id: sid }, data: { refreshTokenHash: sha256(fresh) } });
+      await request(app.getHttpServer())
+        .post('/api/v1/auth/refresh')
+        .set('Cookie', `refresh_token=${fresh}`)
+        .expect(200);
+    });
+
+    it('rejects a valid refresh token once its session is DB-expired', async () => {
+      const { cookie, sid } = await register();
+      const prisma = app.get(PrismaService);
+      await prisma.session.update({ where: { id: sid }, data: { expiresAt: new Date(Date.now() - 1000) } });
+
+      const rejected = await request(app.getHttpServer())
+        .post('/api/v1/auth/refresh')
+        .set('Cookie', cookie)
+        .expect(401);
+
+      expect(rejected.headers['set-cookie']).toBeUndefined();
+      expect(await prisma.session.count()).toBe(0);
+      await request(app.getHttpServer())
+        .post('/api/v1/auth/refresh')
+        .set('Cookie', cookie)
+        .expect(401);
+    });
+  });
+
   it('keeps logout idempotent for an invalid refresh token', async () => {
     const logout = await request(app.getHttpServer())
       .post('/api/v1/auth/logout')
@@ -261,6 +433,45 @@ describe('Authentication (e2e)', () => {
     expect(await app.get(PrismaService).user.count()).toBe(0);
   });
 
+  it('applies the ASCII 8..72 password policy on register and keeps login lenient', async () => {
+    const validation = (detail: string) => ({
+      status: 400,
+      code: 'VALIDATION_ERROR',
+      errors: [{ pointer: '#/password', detail }],
+    });
+    for (const [index, password] of ['a'.repeat(8), ' '.repeat(2) + 'b'.repeat(70)].entries()) {
+      const credentials = { email: `user${index}@example.com`, password };
+      await request(app.getHttpServer()).post('/api/v1/auth/register').send(credentials).expect(200);
+      await request(app.getHttpServer()).post('/api/v1/auth/login').send(credentials).expect(200);
+    }
+    for (const password of ['a'.repeat(7), 'a'.repeat(73), 'пароль-пароль', 'passw😀rd', 'pass\tword1']) {
+      await request(app.getHttpServer())
+        .post('/api/v1/auth/register')
+        .send({ email: 'rejected@example.com', password })
+        .expect(400)
+        .expect('Content-Type', /application\/problem\+json/)
+        .expect(({ body }: { body: unknown }) =>
+          expect(body).toEqual(validation('must be 8-72 printable ASCII characters')),
+        );
+    }
+    expect(await app.get(PrismaService).user.count()).toBe(2);
+
+    // An account created under the previous policy (Cyrillic, 12+ chars) must still log in.
+    const legacy = { email: 'legacy@example.com', password: 'пароль-пароль' };
+    const prisma = app.get(PrismaService);
+    await prisma.user.create({
+      data: { id: randomUUID(), email: legacy.email, passwordHash: await bcrypt.hash(legacy.password, 4) },
+    });
+    await request(app.getHttpServer()).post('/api/v1/auth/login').send(legacy).expect(200);
+    await request(app.getHttpServer())
+      .post('/api/v1/auth/login')
+      .send({ email: legacy.email, password: 'a'.repeat(73) })
+      .expect(400)
+      .expect(({ body }: { body: unknown }) =>
+        expect(body).toEqual(validation('must not exceed 72 UTF-8 bytes')),
+      );
+  });
+
   it('guards T-Bank connection and never returns a token', async () => {
     const registration = await request(app.getHttpServer())
       .post('/api/v1/auth/register')
@@ -329,7 +540,14 @@ describe('Authentication (e2e)', () => {
       'X-Request-ID',
     );
     expect(logs.filter((entry) => entry.requestId === response.headers['x-request-id'])).toEqual([
-      expect.objectContaining({ level: 40, message: 'http.request.completed', status: 401, code: 'UNAUTHORIZED' }),
+      expect.objectContaining({
+        level: 40,
+        message: 'http.request.completed',
+        method: 'GET',
+        route: '/api/v1/auth/me',
+        status: 401,
+        code: 'UNAUTHORIZED',
+      }),
     ]);
   });
 
@@ -341,7 +559,7 @@ describe('Authentication (e2e)', () => {
         new Error('operation failed\npassword: SYNTHETIC_AUDIT_SECRET'),
       );
 
-    const response = await request(app.getHttpServer())
+    await request(app.getHttpServer())
       .post('/api/v1/auth/login')
       .set('X-Request-ID', clientRequestId)
       .send({ email: 'user@example.com', password: 'a secure password' })
@@ -351,17 +569,30 @@ describe('Authentication (e2e)', () => {
         expect(body).toEqual({ status: 500, code: 'INTERNAL_SERVER_ERROR' }),
       );
 
-    const completed = logs.filter((entry) => entry.requestId === response.headers['x-request-id']);
+    expect(logs).toEqual(
-    expect(completed).toEqual([
+      expect.arrayContaining([
-      expect.objectContaining({
+        expect.objectContaining({
-        requestId: response.headers['x-request-id'],
+          method: 'POST',
-        clientRequestId,
+          route: '/api/v1/auth/login',
-        status: 500,
+          status: 500,
-        code: 'INTERNAL_SERVER_ERROR',
+          code: 'INTERNAL_SERVER_ERROR',
-        level: 50,
+          level: 50,
-        message: 'http.request.completed',
+          message: 'http.request.completed',
-      }),
+        }),
-    ]);
+      ]),
+    );
+    expect(logs).toEqual(
+      expect.arrayContaining([
+        expect.objectContaining({
+          clientRequestId,
+          code: 'INTERNAL_SERVER_ERROR',
+          level: 50,
+          message: 'http.request.unhandled',
+          errorName: 'Error',
+          errorStack: expect.stringContaining('    at ') as unknown,
+        }),
+      ]),
+    );
     expect(JSON.stringify(logs)).not.toContain(
       'SYNTHETIC_AUDIT_SECRET',
     );

test/bank-cards.e2e-spec.ts

@@ -16,6 +16,7 @@ import {
   BankSummaryDto,
   ExpenseCategoryDto,
 } from '../src/modules/banking/bank-cards/presentation/bank-card.dto';
+import { TbankHourlyScheduler } from '../src/modules/investments/tbank-sync/tbank-hourly.scheduler';
 import { PrismaService } from '../src/prisma/prisma.service';
 
 jest.setTimeout(60000);
@@ -77,7 +78,10 @@ describe('Manual bank cards configured HTTP and real SQLite', () => {
   const start = async () => {
     const module = await Test.createTestingModule({
       imports: [AppModule],
-    }).compile();
+    })
+      .overrideProvider(TbankHourlyScheduler)
+      .useValue({ tick: jest.fn() })
+      .compile();
     app = module.createNestApplication();
     configureApp(app);
     await app.listen(0, '127.0.0.1');
@@ -369,6 +373,8 @@ describe('Manual bank cards configured HTTP and real SQLite', () => {
     expect((await getCard(own.id)).balance.value).toBe('1000');
   });
   it('renames default category without role loss; duplicates and stale rename conflict', async () => {
+    // Defaults are seeded by the first write of the user; this case must not depend on earlier cases.
+    await createCard();
     const category = (await categories()).find((c) => c.isDefault);
     assert.ok(category);
     await auth('patch', '/categories/' + category.id)
@@ -725,11 +731,19 @@ describe('Manual bank cards configured HTTP and real SQLite', () => {
     expect(await getCard(card.id)).toEqual(before);
     expect((await getOp(refund.id)).originalExpenseId).toBe(purchase.id);
     await auth('post', '/operations').send(deletedBody).expect(410);
+    // The rename is this case's own prerequisite, not an effect of an earlier case.
+    const defaultCategory = (await categories()).find((c) => c.isDefault);
+    assert.ok(defaultCategory);
+    await auth('patch', '/categories/' + defaultCategory.id)
+      .send({ version: defaultCategory.version, name: 'Остальное' })
+      .expect(200);
     expect((await categories()).find((c) => c.isDefault)?.name).toBe(
       'Остальное',
     );
   });
   it('enforces actual FK and unique constraints', async () => {
+    // Seeds the owner's default categories so the unique-name check has a real row to collide with.
+    await createCard();
     await expect(
       db.expenseCategory.create({
         data: {

test/bonds.e2e-spec.ts

@@ -1,5 +1,6 @@
 import type { Server } from 'node:http';
 
+import { status } from '@grpc/grpc-js';
 import {
   ConflictException,
   INestApplication,
@@ -15,6 +16,14 @@ import { configureApp } from '../src/main';
 import { BondCatalogService } from '../src/modules/investments/instruments/bonds/application/bond-catalog.service';
 import { BondIncomeService } from '../src/modules/investments/instruments/bonds/application/bond-income.service';
 import { BondMarketService } from '../src/modules/investments/instruments/bonds/application/bond-market.service';
+import { TbankHourlyScheduler } from '../src/modules/investments/tbank-sync/tbank-hourly.scheduler';
+import {
+  bootOnlineApp,
+  expectSafeBody,
+  failUpstream,
+  onlineUserId,
+  refusals,
+} from './online-upstream';
 
 const uid = 'e6123145-9665-43e0-8413-cd61b8aa9b13';
 describe('Bond HTTP contract', () => {
@@ -38,6 +47,8 @@ describe('Bond HTTP contract', () => {
       .useValue(bonds)
       .overrideProvider(BondIncomeService)
       .useValue(bonds)
+      .overrideProvider(TbankHourlyScheduler)
+      .useValue({ tick: jest.fn() })
       .compile();
     app = module.createNestApplication();
     configureApp(app);
@@ -198,3 +209,39 @@ describe('Bond HTTP contract', () => {
     expect(response.body).not.toHaveProperty('stack');
   });
 });
+
+// Real services and TbankClient error mapping; only the gRPC transport is stubbed.
+// Bonds expose no company or screener route; their online entrypoints are search, detail and ticker.
+describe('Bond online reads: upstream failure translation', () => {
+  const rpc = jest.fn();
+  let ctx: Awaited<ReturnType<typeof bootOnlineApp>>;
+  const get = (path: string) => request(ctx.app.getHttpServer()).get(path);
+  // [entrypoint, request, RPC that fails second]: a failure after the first call must translate too.
+  const entrypoints: [string, () => request.Test, string][] = [
+    ['search', () => get('/api/v1/bonds?query=SBER'), 'getLastPrices'],
+    ['detail', () => get(`/api/v1/bonds/${uid}`), 'bondBy'],
+    ['ticker', () => get('/api/v1/bonds/by-ticker/SBER'), 'bondBy'],
+  ];
+  const cases = entrypoints.flatMap(([name, send, later]) =>
+    refusals.flatMap((code) => [undefined, later].map((at) => [name, code, at, send] as const)),
+  );
+
+  beforeAll(async () => {
+    ctx = await bootOnlineApp(rpc);
+  });
+  afterAll(() => ctx.app.close());
+
+  it.each(cases)('%s: upstream auth refusal %s (failing RPC %s) becomes 400/INVALID_TBANK_TOKEN', async (_name, code, at, send) => {
+    failUpstream(rpc, 'bond', code, at);
+    const response = await send().set('Authorization', ctx.bearer).expect(400);
+    expectSafeBody(response.body, 400, 'INVALID_TBANK_TOKEN');
+    const saved = await ctx.prisma.tbankConnection.findUniqueOrThrow({ where: { userId: onlineUserId } });
+    expect(saved).toMatchObject({ invalidToken: false, revision: ctx.connection.revision });
+  });
+
+  it.each(entrypoints)('%s: temporary unavailability stays 503/TBANK_UNAVAILABLE', async (_name, send) => {
+    failUpstream(rpc, 'bond', status.UNAVAILABLE);
+    const response = await send().set('Authorization', ctx.bearer).expect(503);
+    expectSafeBody(response.body, 503, 'TBANK_UNAVAILABLE');
+  });
+});

test/online-upstream.ts

@@ -0,0 +1,87 @@
+import type { Server } from 'node:http';
+
+import { status } from '@grpc/grpc-js';
+import { INestApplication } from '@nestjs/common';
+import { JwtService } from '@nestjs/jwt';
+import { Test } from '@nestjs/testing';
+
+import { AppModule } from '../src/app.module';
+import { TbankTokenService } from '../src/integrations/tbank/tbank-token.service';
+import { TbankClient } from '../src/integrations/tbank/tbank.client';
+import { configureApp } from '../src/main';
+import { TbankHourlyScheduler } from '../src/modules/investments/tbank-sync/tbank-hourly.scheduler';
+import { PrismaService } from '../src/prisma/prisma.service';
+
+export const onlineUserId = 'online-reader';
+export const onlineToken = 'synthetic-online-token';
+export const rawUpstreamText = 'raw upstream refusal text';
+export const refusals = [status.UNAUTHENTICATED, status.PERMISSION_DENIED];
+
+// Real TbankClient with only the transport stubbed: the gRPC status goes through its real error mapping.
+export async function bootOnlineApp(rpc: jest.Mock) {
+  const upstream = Object.assign(Object.create(TbankClient.prototype) as TbankClient, {
+    logger: { event: jest.fn() },
+    queue: { run: (operation: () => Promise<unknown>) => operation(), size: 0 },
+    request: rpc,
+  });
+  const module = await Test.createTestingModule({ imports: [AppModule] })
+    .overrideProvider(TbankClient)
+    .useValue(upstream)
+    .overrideProvider(TbankHourlyScheduler)
+    .useValue({ tick: jest.fn() })
+    .compile();
+  const app: INestApplication<Server> = module.createNestApplication();
+  configureApp(app);
+  await app.init();
+  await app.listen(0, '127.0.0.1');
+  const prisma = app.get(PrismaService);
+  await prisma.user.create({
+    data: { id: onlineUserId, email: 'online@example.invalid', passwordHash: 'synthetic' },
+  });
+  const connection = await prisma.tbankConnection.create({
+    data: {
+      userId: onlineUserId,
+      encryptedToken: app.get(TbankTokenService).encrypt(onlineToken),
+      connectedAt: new Date(),
+    },
+  });
+  const bearer = `Bearer ${new JwtService().sign(
+    { sub: onlineUserId, type: 'access' },
+    { secret: process.env.JWT_SECRET },
+  )}`;
+  return { app, bearer, connection, prisma };
+}
+
+// Healthy answers for every RPC an online entrypoint uses; `at` picks the single RPC that fails.
+export function failUpstream(rpc: jest.Mock, kind: 'bond' | 'share', code: number, at?: string) {
+  const instrument = {
+    apiTradeAvailableFlag: true,
+    assetUid: 'asset-uid',
+    instrumentKind: kind === 'bond' ? 'INSTRUMENT_TYPE_BOND' : 'INSTRUMENT_TYPE_SHARE',
+    ticker: 'SBER',
+    uid: 'e6123145-9665-43e0-8413-cd61b8aa9b13',
+  };
+  const healthy = new Map<string, unknown>([
+    ['bondBy', { instrument }],
+    ['findInstrument', { instruments: [instrument] }],
+    ['getAssetBy', { asset: { description: 'description' } }],
+    ['getAssetFundamentals', { fundamentals: [] }],
+    ['getLastPrices', { lastPrices: [] }],
+    ['shareBy', { instrument }],
+  ]);
+  const failure = Object.assign(new Error('grpc failure'), {
+    code,
+    details: `${rawUpstreamText} Bearer ${onlineToken}`,
+  });
+  rpc.mockReset();
+  rpc.mockImplementation((_token: string, _client: unknown, method: string) =>
+    !at || method === at ? Promise.reject(failure) : Promise.resolve(healthy.get(method) ?? {}),
+  );
+}
+
+// Safe public error: stable code only, no upstream text, no credentials.
+export function expectSafeBody(body: unknown, status: number, code: string) {
+  expect(body).toEqual({ code, status });
+  expect(JSON.stringify(body)).not.toContain(rawUpstreamText);
+  expect(JSON.stringify(body)).not.toContain(onlineToken);
+}

test/openapi-contract.e2e-spec.ts

@@ -77,7 +77,7 @@ describe('OpenAPI contract (integration)', () => {
     }
   });
 
-  it('exposes required semantic income dependency roles', () => {
+  it('exposes only the selected income dependency role and no comparison data', () => {
     const schemas = createOpenApiDocument(app).components?.schemas;
     expect(schemas?.IncomeAnalyticsResourceDto).toMatchObject({
       properties: {
@@ -100,12 +100,84 @@ describe('OpenAPI contract (integration)', () => {
     expect(dependency.required).toContain('role');
     expect(dependency).toMatchObject({
       properties: {
-        role: { type: 'string', enum: ['selected', 'previous', 'year'] },
+        role: { type: 'string', enum: ['selected'] },
       },
     });
+    const analytics = schemas?.IncomeAnalyticsDto;
+    assert(analytics && !('$ref' in analytics));
+    expect(analytics.required).toEqual(
+      expect.arrayContaining([
+        'accountId',
+        'period',
+        'totalsByCurrency',
+        'calculatedAt',
+        'bucketGranularity',
+        'buckets',
+        'instruments',
+        'entries',
+      ]),
+    );
+    expect(analytics.properties).not.toHaveProperty('previous');
+    expect(analytics.properties).not.toHaveProperty('yearComparison');
+  });
+
+  it('publishes every emitted problem detail code as a named enum', () => {
+    const schemas = createOpenApiDocument(app).components?.schemas;
+    const expectedCodes = [
+      'BAD_REQUEST',
+      'INTERNAL_SERVER_ERROR',
+      'NOT_FOUND',
+      'UNAUTHORIZED',
+      'UNSUPPORTED_MEDIA_TYPE',
+      'VALIDATION_ERROR',
+      'EMAIL_ALREADY_REGISTERED',
+      'INVALID_CREDENTIALS',
+      'INVALID_OPERATIONS_CURSOR',
+      'BOND_HISTORY_START_UNAVAILABLE',
+      'BOND_TICKER_AMBIGUOUS',
+      'STOCK_HISTORY_START_UNAVAILABLE',
+      'STOCK_TICKER_AMBIGUOUS',
+      'INVALID_TBANK_TOKEN',
+      'TBANK_NOT_CONNECTED',
+      'TBANK_UNAVAILABLE',
+      'BANK_CARD_ARCHIVED',
+      'BANK_DEPENDENT_REFUNDS',
+      'BANK_DUPLICATE_CATEGORY',
+      'BANK_IMMUTABLE_OPERATION',
+      'BANK_INTENT_CONFLICT',
+      'BANK_INVALID_DATE',
+      'BANK_INVALID_INPUT',
+      'BANK_INVALID_MONEY',
+      'BANK_INVALID_REFUND',
+      'BANK_NOT_FOUND',
+      'BANK_OPENING_DATE_CONFLICT',
+      'BANK_OPERATION_DELETED',
+      'BANK_REFUND_LIMIT',
+      'BANK_VERSION_CONFLICT',
+      'BANK_WRITE_CONFLICT',
+      'MOEX_UNAVAILABLE',
+      'NCR_UNAVAILABLE',
+      'INVALID_EVENTS_PERIOD',
+      'INVALID_INCOME_PERIOD',
+    ];
+
+    const problem = schemas?.ProblemDetailsDto;
+    assert(problem && !('$ref' in problem));
+    const codeSchema = problem.properties?.code;
+    assert(codeSchema && !('$ref' in codeSchema));
+    expect(codeSchema.type).toBe('string');
+    expect(codeSchema.enum).toEqual(expect.arrayContaining(expectedCodes));
+    expect(codeSchema.enum).toHaveLength(expectedCodes.length);
   });
 
   it('generates the runtime contract without server startup or deployment configuration', async () => {
+    const schemas = createOpenApiDocument(app).components?.schemas;
+    expect(schemas?.StockScreenerCriteriaDto).toMatchObject({
+      additionalProperties: false,
+    });
+    expect(schemas?.StockScreenerItemDto).toMatchObject({
+      properties: { lot: { type: 'integer', minimum: 1, nullable: true } },
+    });
     expect(
       createOpenApiDocument(app).components?.schemas?.ProblemDetailsDto,
     ).toMatchObject({

test/sqlite-regression.cjs

@@ -18,7 +18,7 @@ writeFileSync(sentinel, 'fictional user database: must never be opened');
 const before = readFileSync(sentinel);
 const databases = new Set();
 async function check(name, overrides = {}, signal) {
-  const child = spawn(process.execPath, ['test/sqlite.cjs', '--all'], {
+  const child = spawn(process.execPath, ['test/sqlite.cjs'], {
     cwd,
     env: {
       ...process.env,

test/stocks.e2e-spec.ts

@@ -1,5 +1,6 @@
 import type { Server } from 'node:http';
 
+import { status } from '@grpc/grpc-js';
 import {
   ConflictException,
   INestApplication,
@@ -15,6 +16,15 @@ import { configureApp } from '../src/main';
 import { StockCatalogService } from '../src/modules/investments/instruments/stocks/application/stock-catalog.service';
 import { StockIncomeService } from '../src/modules/investments/instruments/stocks/application/stock-income.service';
 import { StockMarketService } from '../src/modules/investments/instruments/stocks/application/stock-market.service';
+import { StockScreenerService } from '../src/modules/investments/instruments/stocks/application/stock-screener.service';
+import { TbankHourlyScheduler } from '../src/modules/investments/tbank-sync/tbank-hourly.scheduler';
+import {
+  bootOnlineApp,
+  expectSafeBody,
+  failUpstream,
+  onlineUserId,
+  refusals,
+} from './online-upstream';
 
 const uid = 'e6123145-9665-43e0-8413-cd61b8aa9b13';
 describe('Stock HTTP contract', () => {
@@ -25,6 +35,7 @@ describe('Stock HTTP contract', () => {
     search: jest.fn(),
     candles: jest.fn(),
   };
+  const screener = { page: jest.fn(), search: jest.fn() };
   const token = new JwtService().sign(
     { sub: 'stock-reader', type: 'access' },
     { secret: process.env.JWT_SECRET },
@@ -37,6 +48,10 @@ describe('Stock HTTP contract', () => {
       .useValue(stocks)
       .overrideProvider(StockIncomeService)
       .useValue(stocks)
+      .overrideProvider(StockScreenerService)
+      .useValue(screener)
+      .overrideProvider(TbankHourlyScheduler)
+      .useValue({ tick: jest.fn() })
       .compile();
     app = module.createNestApplication();
     configureApp(app);
@@ -51,12 +66,55 @@ describe('Stock HTTP contract', () => {
     });
     stocks.search.mockResolvedValue([]);
     stocks.getByTicker.mockResolvedValue({ instrumentUid: uid, slug: 'SBERP' });
+    screener.search.mockResolvedValue({ asOf: '2026-10-10T12:00:00.000Z', hasNext: false, items: [], page: 1, searchId: 'search-id' });
   });
   afterAll(() => app.close());
   it('requires authentication before invoking the use case', async () => {
     await request(app.getHttpServer()).get(`/api/v1/stocks/${uid}`).expect(401);
     expect(stocks.get).not.toHaveBeenCalled();
   });
+  it.each([
+    [() => request(app.getHttpServer()).post('/api/v1/stocks/screener/search'), 'post'],
+    [() => request(app.getHttpServer()).get('/api/v1/stocks/screener/search/search-id?page=1'), 'get'],
+  ])('requires authentication for screener route', async (send) => {
+    await send().expect(401);
+    expect(screener.search).not.toHaveBeenCalled();
+    expect(screener.page).not.toHaveBeenCalled();
+  });
+  it('validates screener input and returns raw snapshot pages', async () => {
+    await request(app.getHttpServer())
+      .post('/api/v1/stocks/screener/search')
+      .set('Authorization', `Bearer ${token}`)
+      .send({ query: ' ', unknown: 'value' })
+      .expect(400);
+    expect(screener.search).not.toHaveBeenCalled();
+
+    const response = await request(app.getHttpServer())
+      .post('/api/v1/stocks/screener/search')
+      .set('Authorization', `Bearer ${token}`)
+      .send({ query: '' })
+      .expect(200);
+    expect(response.body).toEqual({ asOf: '2026-10-10T12:00:00.000Z', hasNext: false, items: [], page: 1, searchId: 'search-id' });
+    expect(screener.search).toHaveBeenCalledWith('stock-reader', {});
+  });
+  it.each([
+    '/api/v1/stocks/screener/search/search-id',
+    '/api/v1/stocks/screener/search/search-id?page=0',
+    '/api/v1/stocks/screener/search/search-id?page=one',
+  ])('validates required screener page on %s', async (path) => {
+    await request(app.getHttpServer())
+      .get(path)
+      .set('Authorization', `Bearer ${token}`)
+      .expect(400);
+    expect(screener.page).not.toHaveBeenCalled();
+  });
+  it('reads a screener snapshot page with the verified identity', async () => {
+    await request(app.getHttpServer())
+      .get('/api/v1/stocks/screener/search/search-id?page=2')
+      .set('Authorization', `Bearer ${token}`)
+      .expect(200);
+    expect(screener.page).toHaveBeenCalledWith('stock-reader', 'search-id', 2);
+  });
   it.each([
     '/stocks/not-a-uid',
     '/stocks/by-ticker/%20',
@@ -151,3 +209,40 @@ describe('Stock HTTP contract', () => {
     expect(response.body).not.toHaveProperty('stack');
   });
 });
+
+// Real services and TbankClient error mapping; only the gRPC transport is stubbed.
+describe('Stock online reads: upstream failure translation', () => {
+  const rpc = jest.fn();
+  let ctx: Awaited<ReturnType<typeof bootOnlineApp>>;
+  const get = (path: string) => request(ctx.app.getHttpServer()).get(path);
+  // [entrypoint, request, RPC that fails second]: a failure after the first call must translate too.
+  const entrypoints: [string, () => request.Test, string][] = [
+    ['search', () => get('/api/v1/stocks?query=SBER'), 'getLastPrices'],
+    ['detail', () => get(`/api/v1/stocks/${uid}`), 'shareBy'],
+    ['ticker', () => get('/api/v1/stocks/by-ticker/SBER'), 'shareBy'],
+    ['company', () => get(`/api/v1/stocks/${uid}/company`), 'getAssetBy'],
+    ['screener', () => request(ctx.app.getHttpServer()).post('/api/v1/stocks/screener/search').send({}), 'shares'],
+  ];
+  const cases = entrypoints.flatMap(([name, send, later]) =>
+    refusals.flatMap((code) => [undefined, later].map((at) => [name, code, at, send] as const)),
+  );
+
+  beforeAll(async () => {
+    ctx = await bootOnlineApp(rpc);
+  });
+  afterAll(() => ctx.app.close());
+
+  it.each(cases)('%s: upstream auth refusal %s (failing RPC %s) becomes 400/INVALID_TBANK_TOKEN', async (_name, code, at, send) => {
+    failUpstream(rpc, 'share', code, at);
+    const response = await send().set('Authorization', ctx.bearer).expect(400);
+    expectSafeBody(response.body, 400, 'INVALID_TBANK_TOKEN');
+    const saved = await ctx.prisma.tbankConnection.findUniqueOrThrow({ where: { userId: onlineUserId } });
+    expect(saved).toMatchObject({ invalidToken: false, revision: ctx.connection.revision });
+  });
+
+  it.each(entrypoints)('%s: temporary unavailability stays 503/TBANK_UNAVAILABLE', async (_name, send) => {
+    failUpstream(rpc, 'share', status.UNAVAILABLE);
+    const response = await send().set('Authorization', ctx.bearer).expect(503);
+    expectSafeBody(response.body, 503, 'TBANK_UNAVAILABLE');
+  });
+});

test/tbank-catalog-discovery.e2e-spec.ts

@@ -1,6 +1,5 @@
 import { ConfigService } from '@nestjs/config';
 import assert from 'node:assert/strict';
-import { setTimeout as delay } from 'node:timers/promises';
 
 import { TbankAccessService } from '../src/integrations/tbank/tbank-access.service';
 import { TbankTokenService } from '../src/integrations/tbank/tbank-token.service';
@@ -12,7 +11,7 @@ import {
 } from '../src/modules/investments/instruments/infrastructure/catalog-discovery.repository';
 import { PrismaService } from '../src/prisma/prisma.service';
 
-// Real transactions prove query coverage, private work ownership and late-publication fences.
+// Real transactions prove query normalization, confirmed-empty identity and cross-user isolation of shared reads.
 describe('shared catalog discovery (SQLite)', () => {
   const prisma = new PrismaService(
     new ConfigService({ DATABASE_URL: process.env.DATABASE_URL }),
@@ -30,7 +29,6 @@ describe('shared catalog discovery (SQLite)', () => {
       repository,
       access,
       upstream as never,
-      { event: jest.fn() } as never,
       { requestMany: jest.fn().mockResolvedValue([]) } as never,
     );
   let service: CatalogDiscoveryService;
@@ -51,14 +49,42 @@ describe('shared catalog discovery (SQLite)', () => {
         connectedAt: new Date(),
       },
     });
-  async function settled() {
+  // Writes a finished discovery directly, so the read path is tested without any producer.
-    for (let i = 0; i < 300; i++) {
+  async function seedCatalog(
-      if (!(await prisma.tbankSyncWork.count({ where: { state: 'running' } }))) {
+    query: string,
-        return;
+    instruments: Array<{ payload: CatalogInstrument; uid: string }>,
-      }
+  ) {
-      await delay(5);
+    for (const item of instruments) {
+      await prisma.tbankInstrument.create({
+        data: {
+          provider: 'tbank',
+          uid: item.uid,
+          instrumentType: 'share',
+          metadata: {},
+          fetchedAt: new Date(),
+        },
+      });
+      await prisma.tbankInstrumentSource.create({
+        data: {
+          provider: 'tbank',
+          instrumentUid: item.uid,
+          source: 'tbank',
+          kind: 'catalog',
+          rangeKey: 'share',
+          payload: item.payload,
+          fetchedAt: new Date(),
+        },
+      });
     }
-    throw new Error('Catalog work did not settle');
+    await prisma.tbankCatalogDiscovery.create({
+      data: {
+        provider: 'tbank',
+        instrumentType: 'share',
+        query,
+        instrumentUids: instruments.map((item) => item.uid),
+        fetchedAt: new Date(),
+      },
+    });
   }
   beforeAll(async () => {
     await prisma.$connect();
@@ -72,265 +98,41 @@ describe('shared catalog discovery (SQLite)', () => {
   beforeEach(async () => {
     await prisma.tbankConnection.deleteMany();
     await prisma.tbankCatalogDiscovery.deleteMany();
+    await prisma.tbankInstrumentSource.deleteMany();
     await prisma.tbankInstrument.deleteMany();
     await seed('owner');
     await seed('other');
     jest.resetAllMocks();
-    upstream.findShares.mockResolvedValue([instrument]);
-    upstream.findBonds.mockResolvedValue([
-      { ...instrument, uid: 'bond', instrumentKind: 'INSTRUMENT_TYPE_BOND' },
-    ]);
     service = createService();
   });
-  it('persists normalized query identity and confirmed empty separately from unknown, across users and reopen', async () => {
+  it('treats an unknown query as unavailable and a seeded query as available for another user', async () => {
     const cold = await service.read('owner', { ...query, query: ' sber ' });
     expect(cold.data).toBeNull();
-    expect(cold.meta.availability).toBe('initial-loading');
+    expect(cold.meta.availability).toBe('temporarily-unavailable');
-    await settled();
+    await seedCatalog('SBER', [{ uid: 'uid', payload: instrument }]);
-    await prisma.$disconnect();
-    service = createService();
-    const decrypt = jest.spyOn(tokens, 'decrypt');
     const warm = await service.read('other', query);
     expect(warm.data).toEqual([instrument]);
     expect(warm.meta.availability).toBe('available');
-    expect(warm.meta.completeness).toBe('complete');
-    expect(warm.meta.sync.id).toBeNull();
-    expect(decrypt).not.toHaveBeenCalled();
-    expect(upstream.findShares).toHaveBeenCalledTimes(1);
-    expect(
-      (await service.read('other', { ...query, query: 'GAZP' }, true)).data,
-    ).toBeNull();
-    upstream.findShares.mockResolvedValue([]);
-    await service.read('other', { ...query, query: 'GAZP' });
-    await settled();
-    expect(
-      (await service.read('owner', { ...query, query: 'GAZP' })).data,
-    ).toEqual([]);
-    expect((await service.read('owner', query)).data).toEqual([instrument]);
-    expect(upstream.findShares).toHaveBeenCalledTimes(2);
-    decrypt.mockRestore();
-    await service.read('owner', { ...query, instrumentType: 'bond' });
-    await settled();
-    expect(
-      (await service.read('other', { ...query, instrumentType: 'bond' }))
-        .data?.[0].uid,
-    ).toBe('bond');
-  });
-  it('keeps selection ordering, deduplicates before limiting, and retains identity without enrichment or private fields', async () => {
-    upstream.findShares.mockResolvedValue([
-      { ...instrument, uid: 'unavailable', apiTradeAvailableFlag: false },
-      {
-        ...instrument,
-        uid: 'preferred',
-        apiTradeAvailableFlag: true,
-        classCode: 'TQBR',
-        quantity: '999',
-        estimatedAmount: 'secret',
-      },
-      ...Array.from({ length: 40 }, (_, i) => ({
-        ...instrument,
-        uid: `other-${String(i).padStart(2, '0')}`,
-        isin: undefined,
-        ticker: 'OTHER',
-      })),
-      {
-        ...instrument,
-        uid: 'wrong-kind',
-        instrumentKind: 'INSTRUMENT_TYPE_BOND',
-      },
-    ]);
-    await service.read('owner', query);
-    await settled();
-    const saved = await service.read('other', query);
-    expect(saved.data).toHaveLength(30);
-    expect(saved.data?.[0].uid).toBe('preferred');
-    expect(
-      saved.data?.some((row) =>
-        ['unavailable', 'wrong-kind'].includes(row.uid),
-      ),
-    ).toBe(false);
-    expect(
-      JSON.stringify(await prisma.tbankInstrumentSource.findMany()),
-    ).not.toMatch(
-      /quantity|estimatedAmount|secret|owner-revision|synthetic-owner/,
-    );
-    expect(await prisma.tbankInstrumentLookup.count()).toBe(0);
-  });
-  it('does not overwrite detailed metadata or its timestamp while refreshing discovery', async () => {
-    const detailed = { ...instrument, sector: 'financial', lot: 10 };
-    const fetchedAt = new Date('2026-01-01');
-    await prisma.tbankInstrument.create({
-      data: {
-        provider: 'tbank',
-        uid: 'uid',
-        instrumentType: 'share',
-        metadata: detailed,
-        fetchedAt,
-      },
-    });
-    await service.read('owner', query);
-    await settled();
-    const row = await prisma.tbankInstrument.findUniqueOrThrow({
-      where: { provider_uid: { provider: 'tbank', uid: 'uid' } },
-    });
-    expect(row.metadata).toEqual(detailed);
-    expect(row.fetchedAt).toEqual(fetchedAt);
-  });
-  it('coalesces twenty concurrent requests and forces with private handles and one upstream call', async () => {
-    const blocked = deferred<CatalogInstrument[]>();
-    upstream.findShares.mockReturnValue(blocked.promise);
-    const reads = await Promise.all(
-      Array.from({ length: 20 }, (_, i) =>
-        service.read(i % 2 ? 'owner' : 'other', query),
-      ),
-    );
-    await service.request('owner', 'owner-revision', query, true);
-    await delay(10);
-    expect(upstream.findShares).toHaveBeenCalledTimes(1);
-    expect(new Set(reads.map((read) => read.meta.sync.id)).size).toBe(2);
-    blocked.resolve([instrument]);
-    await settled();
-    expect(
-      await prisma.tbankSyncWork.count({ where: { state: 'complete' } }),
-    ).toBe(2);
-  });
-  it.each(['delete', 'replace'])(
-    'discards late %s publication and does not borrow observer credentials',
-    async (action) => {
-      const blocked = deferred<CatalogInstrument[]>();
-      upstream.findShares.mockReturnValueOnce(blocked.promise);
-      await service.read('owner', query);
-      await service.read('other', query);
-      await delay(10);
-      await prisma.tbankConnection.delete({ where: { userId: 'owner' } });
-      if (action === 'replace') {
-        await prisma.tbankConnection.create({
-          data: {
-            userId: 'owner',
-            revision: 'replacement',
-            encryptedToken: tokens.encrypt('replacement'),
-            connectedAt: new Date(),
-          },
-        });
-      }
-      blocked.resolve([instrument]);
-      await settled();
-      expect(await prisma.tbankCatalogDiscovery.count()).toBe(0);
-      expect(await prisma.tbankInstrument.count()).toBe(0);
-      expect(
-        (await service.read('other', query, true)).meta.sync.errorCode,
-      ).toBe('TBANK_UNAVAILABLE');
-      expect(upstream.findShares).toHaveBeenCalledTimes(1);
-      await service.read('other', query);
-      await settled();
-      expect((await service.read('other', query, true)).data).toEqual([
-        instrument,
-      ]);
-    },
-  );
-  it('preserves a successful result and its timestamp after a failed force without observe retry', async () => {
-    await service.read('owner', query);
-    await settled();
-    const before = await repository.read(query);
-    upstream.findShares.mockRejectedValue(new Error('outage'));
-    await service.request('owner', 'owner-revision', query, true);
-    await settled();
-    for (let i = 0; i < 5; i++) await service.read('owner', query, true);
-    expect(await repository.read(query)).toEqual(before);
-    expect((await service.read('owner', query, true)).meta.sync.state).toBe(
-      'failed',
-    );
-    expect(upstream.findShares).toHaveBeenCalledTimes(2);
-    expect((await service.read('other', query)).meta.sync.errorCode).toBeNull();
-  });
-  it('isolates invalid credentials from shared empty lookup and another user', async () => {
-    const blocked = deferred<CatalogInstrument[]>();
-    upstream.findShares.mockReturnValueOnce(blocked.promise);
-    await service.read('owner', query);
-    await service.read('other', query);
-    blocked.reject(new Error('INVALID_TBANK_TOKEN'));
-    await settled();
-    expect(await prisma.tbankCatalogDiscovery.count()).toBe(0);
-    expect(
-      (
-        await prisma.tbankConnection.findUniqueOrThrow({
-          where: { userId: 'owner' },
-        })
-      ).invalidToken,
-    ).toBe(true);
-    expect((await service.read('other', query, true)).meta.sync.errorCode).toBe(
-      'TBANK_UNAVAILABLE',
-    );
-    await service.read('other', query);
-    await settled();
-    expect((await service.read('other', query, true)).data).toEqual([
-      instrument,
-    ]);
-  });
-  it('recovers abandoned work only on the next ordinary request and rejects superseded attempts', async () => {
-    const abandoned = await repository.reserve(
-      { userId: 'owner', revision: 'owner-revision' },
-      query,
-      'old-process',
-      new Set(),
-    );
-    assert(abandoned);
-    service = createService();
-    await service.read('owner', query, true);
-    await delay(10);
     expect(upstream.findShares).not.toHaveBeenCalled();
-    await service.read('owner', query);
-    await settled();
-    expect(
-      await repository.publish(
-        {
-          userId: 'owner',
-          revision: 'owner-revision',
-          id: abandoned.work.id,
-          attemptId: abandoned.work.attemptId,
-        },
-        query,
-        [],
-        new Date(),
-      ),
-    ).toBe(false);
-    expect((await service.read('owner', query, true)).data).toEqual([
-      instrument,
-    ]);
   });
-  it('keeps known discovery stable between refresh requests', async () => {
+  it('keeps a confirmed empty result distinct from an unknown query', async () => {
-    await service.read('owner', query);
+    await seedCatalog('GAZP', []);
-    await settled();
+    const empty = await service.read('owner', { ...query, query: 'GAZP' });
-    const now = Date.now();
+    expect(empty.data).toEqual([]);
-    const clock = jest.spyOn(Date, 'now').mockReturnValue(now);
+    expect(empty.meta.availability).toBe('available');
-    try {
+    const unknown = await service.read('owner', { ...query, query: 'LKOH' });
-      await prisma.tbankCatalogDiscovery.updateMany({
+    expect(unknown.data).toBeNull();
-        data: { fetchedAt: new Date(now - 86_399_000) },
+  });
-      });
+  it('keeps the stored selection order and does not expose private fields', async () => {
-      await service.read('other', query);
+    const first = { ...instrument, uid: 'first', name: 'First' };
-      expect(upstream.findShares).toHaveBeenCalledTimes(1);
+    const second = { ...instrument, uid: 'second', name: 'Second' };
-      await prisma.tbankCatalogDiscovery.updateMany({
+    await seedCatalog('SBER', [
-        data: { fetchedAt: new Date(now - 86_400_000) },
+      { uid: 'second', payload: second },
-      });
+      { uid: 'first', payload: first },
-      expect((await service.read('other', query, true)).meta.freshness).toBe('fresh');
+    ]);
-      expect(upstream.findShares).toHaveBeenCalledTimes(1);
+    const result = await service.read('owner', query);
-      await service.read('other', query);
+    assert(result.data);
-      expect(upstream.findShares).toHaveBeenCalledTimes(1);
+    expect(result.data.map((item) => item.uid)).toEqual(['second', 'first']);
-    } finally {
+    expect(result.data[0]).not.toHaveProperty('accountId');
-      clock.mockRestore();
-    }
   });
 });
-function deferred<T>() {
-  let resolve: (value: T) => void = () => {
-    throw new Error('Uninitialized deferred');
-  };
-  let reject: (error: Error) => void = () => {
-    throw new Error('Uninitialized deferred');
-  };
-  const promise = new Promise<T>((yes, no) => {
-    resolve = yes;
-    reject = no;
-  });
-  return { promise, resolve, reject };
-}

test/tbank-connection.e2e-spec.ts

@@ -10,6 +10,7 @@ import { TbankAccessService } from '../src/integrations/tbank/tbank-access.servi
 import { TbankTokenService } from '../src/integrations/tbank/tbank-token.service';
 import { TbankClient } from '../src/integrations/tbank/tbank.client';
 import { configureApp } from '../src/main';
+import { TbankHourlyScheduler } from '../src/modules/investments/tbank-sync/tbank-hourly.scheduler';
 import { PrismaService } from '../src/prisma/prisma.service';
 
 describe('Persistent T-Bank connection boundary (SQLite/HTTP)', () => {
@@ -31,6 +32,8 @@ describe('Persistent T-Bank connection boundary (SQLite/HTTP)', () => {
     const module = await Test.createTestingModule({ imports: [AppModule] })
       .overrideProvider(TbankClient)
       .useValue(upstream)
+      .overrideProvider(TbankHourlyScheduler)
+      .useValue({ tick: jest.fn() })
       .compile();
     app = module.createNestApplication();
     configureApp(app);

test/tbank-hourly-lifecycle.e2e-spec.ts

@@ -0,0 +1,659 @@
+import { ConfigService } from '@nestjs/config';
+import assert from 'node:assert/strict';
+import { randomUUID } from 'node:crypto';
+import { setImmediate as immediate } from 'node:timers/promises';
+
+import { TbankAccessService } from '../src/integrations/tbank/tbank-access.service';
+import { TbankTokenService } from '../src/integrations/tbank/tbank-token.service';
+import { CatalogEnrichmentService } from '../src/modules/investments/instruments/application/catalog-enrichment.service';
+import { CatalogDiscoveryRepository } from '../src/modules/investments/instruments/infrastructure/catalog-discovery.repository';
+import { BrokerageOperationsSyncService } from '../src/modules/investments/operations/application/brokerage-operations-sync.service';
+import { BrokerageOperationsRepository } from '../src/modules/investments/operations/infrastructure/brokerage-operations.repository';
+import { TbankHourlyScheduler } from '../src/modules/investments/tbank-sync/tbank-hourly.scheduler';
+import { TbankSyncRepository } from '../src/modules/investments/tbank-sync/tbank-sync.repository';
+import { PrismaService } from '../src/prisma/prisma.service';
+
+type HourlyProgressView = {
+  result?: string;
+  sections: { accountId?: string; errorCode: null | string; section: string }[];
+};
+
+// Real SQLite proves reservation, outcome derivation, recovery and fences;
+// the step owners are controlled so each failure mode can be injected.
+describe('hourly attempt lifecycle (SQLite)', () => {
+  const prisma = new PrismaService(
+    new ConfigService({ DATABASE_URL: process.env.DATABASE_URL }),
+  );
+  const tokens = new TbankTokenService(
+    new ConfigService({
+      TOKEN_ENCRYPTION_KEY: process.env.TOKEN_ENCRYPTION_KEY,
+    }) as never,
+  );
+  const repository = new TbankSyncRepository(prisma);
+  const access = { local: jest.fn() };
+  const membership = { request: jest.fn() };
+  const portfolio = { request: jest.fn() };
+  const operations = { request: jest.fn() };
+  const events = { refresh: jest.fn(), get: jest.fn() };
+  const logger = { event: jest.fn() };
+  const createScheduler = () =>
+    new TbankHourlyScheduler(
+      prisma,
+      repository,
+      access as never,
+      membership as never,
+      portfolio as never,
+      operations as never,
+      events as never,
+      logger as never,
+    );
+  const USER = 'hourly-owner';
+  const REVISION = 'hourly-revision';
+
+  function child(
+    state: 'complete' | 'failed' | 'running',
+    errorCode: null | string,
+    scopeKey: string,
+  ) {
+    return prisma.tbankSyncWork.create({
+      data: {
+        id: randomUUID(),
+        userId: USER,
+        revision: REVISION,
+        scopeKey: `test:${scopeKey}:${randomUUID()}`,
+        attemptId: randomUUID(),
+        processRunId: 'child-process',
+        priority: 0,
+        intent: {},
+        progress: {},
+        state,
+        errorCode,
+      },
+    });
+  }
+
+  function hourlyRow() {
+    return prisma.tbankSyncWork.findFirst({
+      where: { userId: USER, scopeKey: 'hourly' },
+    });
+  }
+
+  async function pump(turns = 20) {
+    for (let i = 0; i < turns; i++) {
+      await immediate();
+      await jest.advanceTimersByTimeAsync(50);
+    }
+  }
+
+  async function runWalk(scheduler: TbankHourlyScheduler, advanceMs = 50) {
+    await scheduler.tick();
+    for (let i = 0; i < 400; i++) {
+      await immediate();
+      await jest.advanceTimersByTimeAsync(advanceMs);
+      const row = await hourlyRow();
+      if (row && row.state !== 'running') return row;
+    }
+    throw new Error('hourly attempt did not settle');
+  }
+
+  // Sequential per-step bounds: advance past each bound until the attempt
+  // closes. Covers walks whose awaits hang before any durable step row exists.
+  async function runBoundedWalk(scheduler: TbankHourlyScheduler) {
+    await scheduler.tick();
+    for (let i = 0; i < 12; i++) {
+      await pump(5);
+      await jest.advanceTimersByTimeAsync(16 * 60 * 1000);
+      const row = await hourlyRow();
+      if (row && row.state !== 'running') return row;
+    }
+    throw new Error('hourly attempt did not settle');
+  }
+
+  beforeAll(async () => {
+    await prisma.$connect();
+    await prisma.user.create({
+      data: { id: USER, email: 'hourly@example.invalid', passwordHash: 'x' },
+    });
+  });
+  afterAll(async () => prisma.$disconnect());
+  beforeEach(async () => {
+    jest.resetAllMocks();
+    await prisma.tbankSyncWork.deleteMany();
+    await prisma.tbankConnection.deleteMany();
+    await prisma.tbankConnection.create({
+      data: {
+        userId: USER,
+        revision: REVISION,
+        encryptedToken: tokens.encrypt('synthetic'),
+        connectedAt: new Date(),
+      },
+    });
+    jest.useFakeTimers({
+      doNotFake: ['queueMicrotask', 'setImmediate', 'nextTick'],
+    });
+    access.local.mockResolvedValue({
+      revision: REVISION,
+      accounts: [{ accountId: 'a' }, { accountId: 'b' }],
+    });
+    membership.request.mockImplementation(async () => {
+      const row = await child('complete', null, 'membership');
+      return { id: row.id, done: Promise.resolve() };
+    });
+    portfolio.request.mockImplementation(
+      async (_userId: string, _revision: string, accountId: string) => {
+        const row = await child('complete', null, `portfolio:${accountId}`);
+        return { id: row.id, done: Promise.resolve() };
+      },
+    );
+    operations.request.mockImplementation(async () => {
+      const row = await child('complete', null, 'operations');
+      return row.id;
+    });
+    events.refresh.mockResolvedValue([]);
+    events.get.mockResolvedValue(undefined);
+  });
+  afterEach(() => {
+    jest.useRealTimers();
+    jest.restoreAllMocks();
+  });
+
+  it('settles the first walk succeeded only when every step row completed', async () => {
+    const row = await runWalk(createScheduler());
+    expect(row.state).toBe('complete');
+    const progress = row.progress as HourlyProgressView;
+    expect(progress.result).toBe('succeeded');
+    expect(progress.sections).toEqual([]);
+    const read = await repository.hourly(USER);
+    expect(read?.state).toBe('succeeded');
+  });
+
+  it('settles partial and keeps successful steps when one account fails', async () => {
+    portfolio.request.mockImplementation(
+      async (_userId: string, _revision: string, accountId: string) => {
+        const failed = accountId === 'b';
+        const row = await child(
+          failed ? 'failed' : 'complete',
+          failed ? 'TBANK_UNAVAILABLE' : null,
+          `portfolio:${accountId}`,
+        );
+        return { id: row.id, done: Promise.resolve() };
+      },
+    );
+    const row = await runWalk(createScheduler());
+    const progress = row.progress as HourlyProgressView;
+    expect(progress.result).toBe('partial');
+    expect(progress.sections).toHaveLength(1);
+    expect(progress.sections[0].section).toBe('portfolio');
+    expect(progress.sections[0].accountId).toBe('b');
+    expect(progress.sections[0].errorCode).toBe('TBANK_UNAVAILABLE');
+  });
+
+  it('settles failed when the membership step fails before any update', async () => {
+    membership.request.mockImplementation(async () => {
+      const row = await child('failed', 'INVALID_TBANK_TOKEN', 'membership');
+      return { id: row.id, done: Promise.resolve() };
+    });
+    const row = await runWalk(createScheduler());
+    const progress = row.progress as HourlyProgressView;
+    expect(progress.result).toBe('failed');
+    expect(row.errorCode).toBe('INVALID_TBANK_TOKEN');
+    expect(progress.sections[0].section).toBe('membership');
+  });
+
+  it('never succeeds when no required step succeeded', async () => {
+    membership.request.mockImplementation(async () => {
+      const row = await child('failed', 'TBANK_UNAVAILABLE', 'membership');
+      return { id: row.id, done: Promise.resolve() };
+    });
+    portfolio.request.mockImplementation(
+      async (_userId: string, _revision: string, accountId: string) => {
+        const row = await child(
+          'failed',
+          'TBANK_UNAVAILABLE',
+          `portfolio:${accountId}`,
+        );
+        return { id: row.id, done: Promise.resolve() };
+      },
+    );
+    operations.request.mockRejectedValue(new Error('db'));
+    events.refresh.mockRejectedValue(new Error('db'));
+    const row = await runWalk(createScheduler());
+    const progress = row.progress as HourlyProgressView;
+    expect(progress.result).toBe('failed');
+    expect(progress.result).not.toBe('succeeded');
+    assert.ok(progress.sections.length > 0);
+  });
+
+  it('caps the outcome at partial when the coordinator itself breaks', async () => {
+    access.local.mockRejectedValueOnce(new Error('db'));
+    const row = await runWalk(createScheduler());
+    const progress = row.progress as HourlyProgressView;
+    expect(progress.result).toBe('partial');
+    expect(row.errorCode).toBe('INTERRUPTED');
+  });
+
+  it('records a section whose dispatch failed as a problem', async () => {
+    events.refresh.mockRejectedValue(new Error('db'));
+    const row = await runWalk(createScheduler());
+    const progress = row.progress as HourlyProgressView;
+    expect(progress.result).toBe('partial');
+    const eventsSection = progress.sections.find(
+      (entry) => entry.section === 'events',
+    );
+    assert.ok(eventsSection);
+    expect(eventsSection.errorCode).toBe('TBANK_UNAVAILABLE');
+    expect(row.errorCode).toBe('TBANK_UNAVAILABLE');
+  });
+
+  it('closes a stuck step as DEADLINE and keeps its row running', async () => {
+    operations.request.mockImplementation(async () => {
+      const row = await child('running', null, 'operations');
+      return row.id;
+    });
+    const scheduler = createScheduler();
+    await scheduler.tick();
+    await pump();
+    await jest.advanceTimersByTimeAsync(16 * 60 * 1000);
+    await pump(20);
+    const row = await hourlyRow();
+    assert.ok(row);
+    expect(row.state).not.toBe('running');
+    const progress = row.progress as HourlyProgressView;
+    expect(progress.result).toBe('partial');
+    assert.ok(
+      progress.sections.some(
+        (entry) =>
+          entry.section === 'operations' && entry.errorCode === 'DEADLINE',
+      ),
+    );
+    const stuck = await prisma.tbankSyncWork.findFirst({
+      where: { userId: USER, state: 'running' },
+    });
+    assert.ok(stuck, 'the wait bound does not cancel the upstream call');
+  });
+
+  it('settles the attempt when a portfolio dispatch never resolves', async () => {
+    portfolio.request.mockImplementation(() => new Promise(() => undefined));
+    const row = await runBoundedWalk(createScheduler());
+    const progress = row.progress as HourlyProgressView;
+    expect(progress.result).toBe('partial');
+    const problems = progress.sections.filter(
+      (entry) => entry.section === 'portfolio',
+    );
+    expect(problems).toHaveLength(2);
+    expect(problems[0].errorCode).toBe('TBANK_UNAVAILABLE');
+  });
+
+  it('settles the attempt when the membership dispatch never resolves', async () => {
+    membership.request.mockImplementation(() => new Promise(() => undefined));
+    const row = await runBoundedWalk(createScheduler());
+    const progress = row.progress as HourlyProgressView;
+    expect(progress.result).toBe('partial');
+    expect(progress.sections).toHaveLength(1);
+    expect(progress.sections[0].section).toBe('membership');
+    expect(progress.sections[0].errorCode).toBe('TBANK_UNAVAILABLE');
+  });
+
+  it('bounds a membership step promise that never resolves', async () => {
+    membership.request.mockImplementation(async () => {
+      const row = await child('running', null, 'membership');
+      return { id: row.id, done: new Promise(() => undefined) };
+    });
+    const row = await runBoundedWalk(createScheduler());
+    const progress = row.progress as HourlyProgressView;
+    expect(progress.result).toBe('partial');
+    const membershipSection = progress.sections.find(
+      (entry) => entry.section === 'membership',
+    );
+    expect(membershipSection?.errorCode).toBe('DEADLINE');
+  });
+
+  it('settles the attempt when a post-wait refresh never resolves', async () => {
+    events.get.mockImplementation(() => new Promise(() => undefined));
+    const row = await runBoundedWalk(createScheduler());
+    const progress = row.progress as HourlyProgressView;
+    expect(progress.result).toBe('succeeded');
+    expect(progress.sections).toEqual([]);
+  });
+
+  it('recovers a lost settle and unblocks the next attempt at its term', async () => {
+    const settleSpy = jest
+      .spyOn(repository, 'settleHourly')
+      .mockRejectedValueOnce(new Error('db'));
+    const scheduler = createScheduler();
+    await scheduler.tick();
+    for (let i = 0; i < 40 && settleSpy.mock.calls.length === 0; i++) {
+      await immediate();
+      await jest.advanceTimersByTimeAsync(50);
+    }
+    expect(settleSpy.mock.calls).toHaveLength(1);
+    const open = await hourlyRow();
+    expect(open?.state).toBe('running');
+    await pump(20);
+    await scheduler.tick();
+    await pump(20);
+    const closed = await hourlyRow();
+    expect(closed?.state).toBe('complete');
+    expect((closed?.progress as HourlyProgressView).result).toBe('partial');
+    expect(closed?.errorCode).toBe('INTERRUPTED');
+    await jest.advanceTimersByTimeAsync(61 * 60 * 1000);
+    await scheduler.tick();
+    await pump(30);
+    const next = await hourlyRow();
+    expect(next?.attemptId).not.toBe(closed?.attemptId);
+    expect(next?.state).not.toBe('running');
+    expect((next?.progress as HourlyProgressView).result).toBe('succeeded');
+  });
+
+  it('closes an abandoned foreign-process attempt and keeps the normal term', async () => {
+    const stuck = await child('complete', null, 'membership');
+    const deadAttemptId = randomUUID();
+    await prisma.tbankSyncWork.create({
+      data: {
+        id: randomUUID(),
+        userId: USER,
+        revision: REVISION,
+        scopeKey: 'hourly',
+        attemptId: deadAttemptId,
+        processRunId: 'dead-process',
+        priority: 0,
+        intent: {},
+        state: 'running',
+        progress: {
+          children: [{ id: stuck.id, section: 'membership' }],
+          attempts: { [stuck.id]: stuck.attemptId },
+          sections: [],
+        },
+      },
+    });
+    const scheduler = createScheduler();
+    await runWalk(scheduler);
+    const closed = await hourlyRow();
+    expect(closed?.attemptId).toBe(deadAttemptId);
+    expect(closed?.state).not.toBe('running');
+    expect((closed?.progress as HourlyProgressView).result).toBe('partial');
+    expect(closed?.errorCode).toBe('INTERRUPTED');
+    const hourlyCount = await prisma.tbankSyncWork.count({
+      where: { userId: USER, scopeKey: 'hourly' },
+    });
+    expect(hourlyCount).toBe(1);
+    await jest.advanceTimersByTimeAsync(61 * 60 * 1000);
+    await scheduler.tick();
+    await pump(30);
+    const next = await hourlyRow();
+    expect(next?.attemptId).not.toBe(deadAttemptId);
+    expect(next?.state).not.toBe('running');
+  });
+
+  describe('hourly term eligibility', () => {
+    const at = (h: number, m = 0) => new Date(Date.UTC(2026, 0, 1, h, m));
+    const seed = (
+      state: 'complete' | 'failed' | 'running',
+      start: Date,
+      end: Date,
+      processRunId = 'other-process',
+    ) =>
+      prisma.tbankSyncWork.create({
+        data: {
+          id: randomUUID(),
+          userId: USER,
+          revision: REVISION,
+          scopeKey: 'hourly',
+          attemptId: randomUUID(),
+          processRunId,
+          priority: 0,
+          intent: {},
+          progress: {},
+          state,
+          createdAt: start,
+          updatedAt: end,
+        },
+      });
+    const reserve = async (when: Date) => {
+      jest.setSystemTime(when);
+      return repository.reserveHourly(USER, 'this-process', 3_600_000);
+    };
+
+    it.each([
+      ['short attempt', 'complete', at(10), at(10, 5), at(10, 59), at(11)],
+      ['failed attempt', 'failed', at(10), at(10, 5), at(10, 59), at(11)],
+      ['walk past one term', 'complete', at(10), at(11, 10), at(11, 59), at(12)],
+      ['walk past two terms', 'complete', at(10), at(12, 10), at(12, 59), at(13)],
+      ['walk ending on a term', 'complete', at(10), at(11), at(10, 59), at(11)],
+    ] as const)('%s', async (_name, state, start, end, early, due) => {
+      await seed(state, start, end);
+      expect(await reserve(early)).toBeNull();
+      const reserved = await reserve(due);
+      expect(reserved?.work.state).toBe('running');
+      expect(reserved?.work.createdAt).toEqual(due);
+    });
+
+    it('starts a new revision at once', async () => {
+      await seed('complete', at(10), at(10, 5));
+      await prisma.tbankConnection.deleteMany({ where: { userId: USER } });
+      await prisma.tbankConnection.create({
+        data: {
+          userId: USER,
+          revision: 'next-revision',
+          encryptedToken: tokens.encrypt('synthetic'),
+          connectedAt: at(10, 10),
+        },
+      });
+      expect((await reserve(at(10, 10)))?.work.revision).toBe('next-revision');
+    });
+
+    it('closes a dead process attempt without early retry and runs one catch-up after downtime', async () => {
+      await seed('running', at(10), at(10, 1), 'dead-process');
+      expect(await reserve(at(10, 30))).toBeNull();
+      expect((await hourlyRow())?.errorCode).toBe('INTERRUPTED');
+      expect(await reserve(at(10, 59))).toBeNull();
+      expect((await reserve(at(14, 30)))?.work.createdAt).toEqual(at(14, 30));
+      expect(await reserve(at(14, 31))).toBeNull();
+      expect(
+        await prisma.tbankSyncWork.count({
+          where: { userId: USER, scopeKey: 'hourly' },
+        }),
+      ).toBe(1);
+    });
+
+    it('does not reserve while this process still runs the attempt', async () => {
+      await seed('running', at(10), at(10, 1), 'this-process');
+      expect(await reserve(at(12, 30))).toBeNull();
+    });
+  });
+
+  it('does not overlap a running attempt with a second walk', async () => {
+    operations.request.mockImplementation(async () => {
+      const row = await child('running', null, 'operations');
+      return row.id;
+    });
+    const scheduler = createScheduler();
+    await scheduler.tick();
+    await pump();
+    expect((await hourlyRow())?.state).toBe('running');
+    await scheduler.tick();
+    await pump();
+    const hourlyCount = await prisma.tbankSyncWork.count({
+      where: { userId: USER, scopeKey: 'hourly' },
+    });
+    expect(hourlyCount).toBe(1);
+    expect((await hourlyRow())?.state).toBe('running');
+    await jest.advanceTimersByTimeAsync(16 * 60 * 1000);
+    await pump(20);
+    expect((await hourlyRow())?.state).not.toBe('running');
+  });
+
+  it('does not start a new attempt before the next hourly term', async () => {
+    const scheduler = createScheduler();
+    const row = await runWalk(scheduler);
+    const firstAttemptId = row.attemptId;
+    expect(row.state).toBe('complete');
+    await scheduler.tick();
+    expect((await hourlyRow())?.attemptId).toBe(firstAttemptId);
+    await jest.advanceTimersByTimeAsync(59 * 60 * 1000);
+    await scheduler.tick();
+    expect((await hourlyRow())?.attemptId).toBe(firstAttemptId);
+    await jest.advanceTimersByTimeAsync(2 * 60 * 1000);
+    await scheduler.tick();
+    await pump(30);
+    expect((await hourlyRow())?.attemptId).not.toBe(firstAttemptId);
+  });
+
+  it('counts a late step result before the attempt outcome is recorded', async () => {
+    const late: { id: string }[] = [];
+    operations.request.mockImplementation(async () => {
+      const row = await child('running', null, 'operations');
+      late.push(row);
+      return row.id;
+    });
+    const scheduler = createScheduler();
+    await scheduler.tick();
+    await pump();
+    assert.ok(late.length > 0);
+    for (const row of late) {
+      await prisma.tbankSyncWork.update({
+        where: { id: row.id },
+        data: { state: 'complete' },
+      });
+    }
+    let settled = false;
+    for (let i = 0; i < 100 && !settled; i++) {
+      await immediate();
+      await jest.advanceTimersByTimeAsync(200);
+      const current = await hourlyRow();
+      settled = Boolean(current && current.state !== 'running');
+    }
+    const row = await hourlyRow();
+    expect(row).not.toBeNull();
+    expect(row?.state).not.toBe('running');
+    expect((row?.progress as HourlyProgressView).result).toBe('succeeded');
+  });
+
+  it('treats a step superseded by a successor as stale and keeps CAS fencing', async () => {
+    const stale = await child('complete', null, 'membership');
+    const attemptId = randomUUID();
+    const id = randomUUID();
+    await prisma.tbankSyncWork.create({
+      data: {
+        id,
+        userId: USER,
+        revision: REVISION,
+        scopeKey: 'hourly',
+        attemptId,
+        processRunId: 'dead-process',
+        priority: 0,
+        intent: {},
+        state: 'running',
+        progress: {
+          children: [{ id: stale.id, section: 'membership' }],
+          attempts: { [stale.id]: randomUUID() },
+          sections: [],
+        },
+      },
+    });
+    const foreign = await repository.settleHourly(
+      { userId: USER, revision: REVISION, id, attemptId: randomUUID() },
+      'INTERRUPTED',
+    );
+    expect(foreign.count).toBe(0);
+    expect((await hourlyRow())?.state).toBe('running');
+    const closed = await repository.settleHourly(
+      { userId: USER, revision: REVISION, id, attemptId },
+      'INTERRUPTED',
+    );
+    expect(closed.count).toBe(1);
+    const progress = (await hourlyRow())?.progress as HourlyProgressView;
+    expect(progress.result).toBe('failed');
+    expect(progress.sections[0].errorCode).toBeNull();
+    const late = await repository.settleHourly(
+      { userId: USER, revision: REVISION, id, attemptId },
+      'INTERRUPTED',
+    );
+    expect(late.count).toBe(0);
+  });
+
+  it('creates no reservations after a controlled shutdown', async () => {
+    const scheduler = createScheduler();
+    scheduler.onModuleInit();
+    scheduler.onModuleDestroy();
+    await jest.advanceTimersByTimeAsync(2 * 60 * 60 * 1000);
+    await pump(5);
+    expect(await prisma.tbankSyncWork.count({ where: { userId: USER } })).toBe(0);
+  });
+
+  it('closes the operations step durably when its finalizer cannot record', async () => {
+    await prisma.tbankConnection.update({
+      where: { userId: USER },
+      data: { membershipAt: new Date() },
+    });
+    await prisma.tbankAccount.create({
+      data: {
+        userId: USER,
+        revision: REVISION,
+        accountId: 'a',
+        type: 'BROKER',
+        name: 'Test',
+        upstreamOrder: 0,
+      },
+    });
+    const accessReal = new TbankAccessService(prisma, tokens);
+    const operationsRepository = new BrokerageOperationsRepository(prisma);
+    const sync = new BrokerageOperationsSyncService(
+      operationsRepository,
+      accessReal,
+      { getOperationsByCursor: jest.fn() } as never,
+      logger as never,
+    );
+    jest
+      .spyOn(operationsRepository, 'pending')
+      .mockRejectedValueOnce(new Error('db'));
+    jest
+      .spyOn(operationsRepository, 'fail')
+      .mockRejectedValueOnce(new Error('db'));
+    const id = await sync.request(
+      USER,
+      [
+        {
+          accountId: 'a',
+          from: new Date(Date.UTC(2026, 0, 1)),
+          to: new Date(),
+        },
+      ] as never,
+      true,
+      'screen',
+      REVISION,
+    );
+    assert.ok(id);
+    await pump(40);
+    const row = await prisma.tbankSyncWork.findFirst({
+      where: { userId: USER, id },
+    });
+    expect(row?.state).toBe('failed');
+  });
+
+  it('finishes open catalog steps durably when publication fails mid-batch', async () => {
+    const accessReal = new TbankAccessService(prisma, tokens);
+    const catalogRepository = new CatalogDiscoveryRepository(prisma);
+    const enrichment = new CatalogEnrichmentService(
+      catalogRepository,
+      accessReal,
+      { getLastPrices: jest.fn().mockResolvedValue([]) } as never,
+      logger as never,
+      {} as never,
+      {} as never,
+      {} as never,
+    );
+    jest
+      .spyOn(catalogRepository, 'publishSource')
+      .mockRejectedValue(new Error('db'));
+    await enrichment.requestMany(USER, REVISION, 'share', ['uid'], false, [
+      'last-price',
+    ]);
+    await pump(40);
+    const rows = await prisma.tbankSyncWork.findMany({
+      where: { userId: USER, scopeKey: { not: 'hourly' } },
+    });
+    assert.ok(rows.length > 0);
+    for (const row of rows) expect(row.state).toBe('failed');
+  });
+});

test/tbank-income-local.e2e-spec.ts

@@ -15,6 +15,7 @@ import {
 } from '../src/modules/investments/income/income-analytics.dto';
 import { moscowDate } from '../src/modules/investments/investment-calendar';
 import { BrokerageOperationsRepository } from '../src/modules/investments/operations/infrastructure/brokerage-operations.repository';
+import { TbankHourlyScheduler } from '../src/modules/investments/tbank-sync/tbank-hourly.scheduler';
 import { PrismaService } from '../src/prisma/prisma.service';
 
 // Financial proof uses real persisted rows/coverage and the configured HTTP boundary.
@@ -59,6 +60,8 @@ describe('local income completeness and exact money (SQLite)', () => {
     const module = await Test.createTestingModule({ imports: [AppModule] })
       .overrideProvider(TbankClient)
       .useValue(upstream)
+      .overrideProvider(TbankHourlyScheduler)
+      .useValue({ tick: jest.fn() })
       .compile();
     app = module.createNestApplication();
     configureApp(app);
@@ -124,7 +127,7 @@ describe('local income completeness and exact money (SQLite)', () => {
       }
     }
   });
-  it('returns exact selected sums without a false zero comparison; reopen and observe need no RPC', async () => {
+  it('returns exact selected sums; reopen and observe need no RPC', async () => {
     for (let index = 0; index < 2; index++) {
       const result = await read();
       assert(result.data);
@@ -140,22 +143,55 @@ describe('local income completeness and exact money (SQLite)', () => {
           .filter((row) => row.id === 'same')
           .map((row) => row.account?.id),
       ).toEqual(['a', 'b']);
-      expect(result.data.previous).toBeNull();
-      expect(result.data.yearComparison).toBeNull();
       expect(result.meta.dependencies.map(({ role }) => role)).toEqual([
         'selected',
-        'previous',
-        'year',
       ]);
-      const previous = result.meta.dependencies.find(({ role }) => role === 'previous');
-      expect(previous?.availability).toBe('temporarily-unavailable');
-      expect(previous?.completeness).toBe('incomplete');
       expect(result.data.calculatedAt).toBe('2025-02-01T00:00:00.000Z');
       await prisma.$disconnect();
     }
     expect(upstream.getOpenAccounts).not.toHaveBeenCalled();
     expect(upstream.getOperationsByCursor).not.toHaveBeenCalled();
   });
+  it('uses saved instrument logos for income entries without changing their financial data', async () => {
+    const before = await read();
+    const base = before.data;
+    assert(base);
+    const fetchedAt = new Date();
+    await prisma.tbankOperation.update({
+      where: {
+        userId_revision_accountId_brokerOperationId: {
+          userId: 'income-owner', revision, accountId: 'a', brokerOperationId: 'same',
+        },
+      },
+      data: {
+        payload: {
+          id: 'same', figi: 'income-figi', type: 'OPERATION_TYPE_COUPON',
+          date: { seconds: String(Date.parse('2025-01-15Z') / 1000) },
+          payment: { units: '10', nano: 1, currency: 'rub' },
+        },
+      },
+    });
+    await prisma.tbankInstrument.create({
+      data: {
+        provider: 'tbank', uid: 'income-uid', figi: 'income-figi',
+        instrumentType: 'bond', fetchedAt,
+        metadata: { uid: 'income-uid', figi: 'income-figi', name: 'Bond', brand: { logoName: 'bond.png' } },
+      },
+    });
+    await prisma.tbankInstrumentLookup.create({
+      data: {
+        provider: 'tbank', identifierType: 'figi', identifier: 'income-figi',
+        matchedUids: ['income-uid'], fetchedAt,
+      },
+    });
+    const after = await read();
+    assert(after.data);
+    expect(after.data.entries.find((entry) => entry.account?.id === 'a' && entry.id === 'same')?.logoName).toBe('bond.png');
+    expect(after.data.entries.find((entry) => entry.account?.id === 'b' && entry.id === 'same')?.logoName).toBeNull();
+    expect(after.data.totalsByCurrency).toEqual(base.totalsByCurrency);
+    expect(after.data.calculatedAt).toBe(base.calculatedAt);
+    expect(upstream.getOperationsByCursor).not.toHaveBeenCalled();
+  });
   it('requires every account and separates missing, partial and confirmed empty periods', async () => {
     await prisma.tbankOperationCoverage.deleteMany({
       where: { accountId: 'b' },
@@ -176,15 +212,7 @@ describe('local income completeness and exact money (SQLite)', () => {
     ).toEqual([]);
     expect(upstream.getOperationsByCursor).not.toHaveBeenCalled();
   });
-  it('completes previous/yearAgo independently and counts corrected identities once', async () => {
+  it('counts corrected identities once for the selected period', async () => {
-    for (const account of ['a', 'b']) {
-      await coverage(account, new Date('2024-11-30T21:00:00Z'), from);
-      await coverage(
-        account,
-        new Date('2023-12-31T21:00:00Z'),
-        new Date('2024-01-31T21:00:00Z'),
-      );
-    }
     await prisma.tbankOperation.updateMany({
       where: { accountId: 'a', brokerOperationId: 'same' },
       data: {
@@ -197,14 +225,12 @@ describe('local income completeness and exact money (SQLite)', () => {
       },
     });
     const result = await read();
-    assert(result.data?.previous && result.data.yearComparison);
+    assert(result.data);
     expect(result.data.entries).toHaveLength(6);
     expect(
-      result.data.previous.totalsByCurrency[0].difference.total.value,
+      result.data.totalsByCurrency.find(({ currency }) => currency === 'RUB')
-    ).toBe('25.000000002');
+        ?.total,
-    expect(
+    ).toEqual({ currency: 'RUB', value: '25.000000002' });
-      result.data.yearComparison.totalsByCurrency[0].compared.total.value,
-    ).toBe('0');
   });
   it('preserves the complete financial result and timestamp through failed atomic reconciliation', async () => {
     const before = await read();
@@ -243,7 +269,9 @@ describe('local income completeness and exact money (SQLite)', () => {
     await repo.fail(fence, false);
     const after = await read();
     expect(after.data).toEqual(before.data);
-    expect(after.meta.lastAttempt.state).toBe('failed');
+    // Without an hourly walk the durable attempt is absent; the failed
+    // source work stays a technical observation, not the hourly attempt.
+    expect(after.meta.lastAttempt.state).toBe('none');
     expect(upstream.getOperationsByCursor).not.toHaveBeenCalled();
   });
   it('retains current-month observed completeness and does not renew source timestamps', async () => {
@@ -269,6 +297,58 @@ describe('local income completeness and exact money (SQLite)', () => {
     expect(result.data?.calculatedAt).toBe('2025-02-01T00:00:00.000Z');
     expect(upstream.getOperationsByCursor).not.toHaveBeenCalled();
   });
+  it('ordinary covered income reads local data without membership or operations RPC', async () => {
+    await prisma.tbankConnection.update({
+      where: { userId: 'income-owner' },
+      data: { membershipAt: new Date('2020-01-01Z') },
+    });
+    const response = await get('a', undefined, false).expect(200);
+    const result = response.body as IncomeAnalyticsResourceDto;
+    expect(result.data).not.toBeNull();
+    expect(result.meta.completeness).toBe('complete');
+    expect(upstream.getOpenAccounts).not.toHaveBeenCalled();
+    expect(upstream.getOperationsByCursor).not.toHaveBeenCalled();
+  });
+  it('cold income imports only the missing requested interval', async () => {
+    await prisma.tbankConnection.update({
+      where: { userId: 'income-owner' },
+      data: { membershipAt: new Date('2020-01-01Z') },
+    });
+    let release: () => void = () => {
+      throw new Error('Upstream not initialized');
+    };
+    const blocked = new Promise<{ hasNext: boolean; items: never[] }>((resolve) => {
+      release = () => resolve({ hasNext: false, items: [] });
+    });
+    upstream.getOperationsByCursor.mockReturnValue(blocked);
+    const first = await get('a', 'from=2025-02-01&to=2025-02-28', false).expect(200);
+    const cold = first.body as IncomeAnalyticsResourceDto;
+    release();
+    expect(cold.data).toBeNull();
+    expect(cold.meta.completeness).toBe('incomplete');
+    let result: IncomeAnalyticsResourceDto = cold;
+    for (let attempt = 0; attempt < 100; attempt++) {
+      const response = await get('a', 'from=2025-02-01&to=2025-02-28').expect(200);
+      result = response.body as IncomeAnalyticsResourceDto;
+      if (result.meta.completeness === 'complete') break;
+      await new Promise((resolve) => setTimeout(resolve, 10));
+    }
+    expect(result.data).not.toBeNull();
+    expect(result.meta.completeness).toBe('complete');
+    expect(upstream.getOpenAccounts).not.toHaveBeenCalled();
+    expect(upstream.getOperationsByCursor.mock.calls).toEqual([
+      ['synthetic', expect.objectContaining({
+        accountId: 'a',
+        from: { seconds: '1738357199' },
+        to: { seconds: '1738368001' },
+      })],
+      ['synthetic', expect.objectContaining({
+        accountId: 'a',
+        from: { seconds: '1738367999' },
+        to: { seconds: '1740776401' },
+      })],
+    ]);
+  });
   it('returns while a cold upstream is blocked and validates access/period before scheduling', async () => {
     await get('absent', undefined, false).expect(404);
     await get('a', 'from=2025-02-31&to=2025-03-01', false).expect(400);
@@ -276,12 +356,13 @@ describe('local income completeness and exact money (SQLite)', () => {
     const response = await get('all', undefined, false).expect(200);
     expect((response.body as IncomeAnalyticsResourceDto).data).not.toBeNull();
   });
-  it('distinguishes unavailable calendar comparison without scheduling it', async () => {
+  it('plans only the selected period for a leap day without scheduling it', async () => {
     const result = await read('a', 'from=2024-02-29&to=2024-02-29');
-    expect(
+    expect(result.meta.dependencies.map(({ role }) => role)).toEqual([
-      result.meta.dependencies.find(({ role }) => role === 'year')
+      'selected',
-        ?.unavailableReason,
+    ]);
-    ).toBe('CALENDAR_OR_ACCOUNT_HISTORY');
+    expect(result.meta.dependencies[0].availability).toBe('temporarily-unavailable');
+    expect(result.data).toBeNull();
     expect(upstream.getOperationsByCursor).not.toHaveBeenCalled();
   });
 });

test/tbank-ledger-local.e2e-spec.ts

@@ -15,6 +15,7 @@ import { TbankClient } from '../src/integrations/tbank/tbank.client';
 import { configureApp } from '../src/main';
 import { BrokerageOperationsRepository } from '../src/modules/investments/operations/infrastructure/brokerage-operations.repository';
 import { BrokerageOperationsResourceDto } from '../src/modules/investments/operations/presentation/brokerage-operation.dto';
+import { TbankHourlyScheduler } from '../src/modules/investments/tbank-sync/tbank-hourly.scheduler';
 import { PrismaService } from '../src/prisma/prisma.service';
 
 const uid = '11111111-1111-4111-8111-111111111111';
@@ -45,6 +46,8 @@ describe('persistent ledger HTTP and cursor (SQLite)', () => {
     const module = await Test.createTestingModule({ imports: [AppModule] })
       .overrideProvider(TbankClient)
       .useValue(upstream)
+      .overrideProvider(TbankHourlyScheduler)
+      .useValue({ tick: jest.fn() })
       .compile();
     app = module.createNestApplication();
     configureApp(app);
@@ -110,6 +113,50 @@ describe('persistent ledger HTTP and cursor (SQLite)', () => {
       }
     }
   });
+  it.each([
+    'from=2099-01-01',
+    'from=2025-03-01&to=2025-02-01',
+  ])('empty ledger range %s returns 200 without upstream RPC', async (query) => {
+    const response = await request(app.getHttpServer())
+      .get(`/api/v1/brokerage-accounts/a/operations?${query}`)
+      .set('Authorization', auth())
+      .expect(200);
+    const result = response.body as BrokerageOperationsResourceDto;
+    expect(result.data?.items).toEqual([]);
+    expect(upstream.getOperationsByCursor).not.toHaveBeenCalled();
+  });
+  it('cold ledger imports only the missing requested interval', async () => {
+    upstream.getOperationsByCursor.mockResolvedValue({
+      hasNext: false,
+      items: [],
+    });
+    await put().expect(200);
+    await request(app.getHttpServer())
+      .get('/api/v1/brokerage-accounts/a/operations?from=2025-02-01&to=2025-02-28')
+      .set('Authorization', auth())
+      .expect(200);
+    let complete = false;
+    for (let attempt = 0; attempt < 100; attempt++) {
+      const response = await request(app.getHttpServer())
+        .get('/api/v1/brokerage-accounts/a/operations?from=2025-02-01&to=2025-02-28&sync=observe')
+        .set('Authorization', auth())
+        .expect(200);
+      const result = response.body as BrokerageOperationsResourceDto;
+      complete = result.meta.completeness === 'complete';
+      if (complete) break;
+      await delay(10);
+    }
+    expect(complete).toBe(true);
+    expect(upstream.getOperationsByCursor).toHaveBeenCalledTimes(1);
+    expect(upstream.getOperationsByCursor).toHaveBeenCalledWith(
+      'synthetic',
+      expect.objectContaining({
+        accountId: 'a',
+        from: { seconds: '1738367999' },
+        to: { seconds: '1740787201' },
+      }),
+    );
+  });
   it('reads ordered pages with identical IDs/timestamps across accounts and no upstream RPC, including after reopen', async () => {
     let cursor: null | string = null;
     const ids: string[] = [];
@@ -406,7 +453,7 @@ describe('persistent ledger HTTP and cursor (SQLite)', () => {
     const result = (await get('sync=observe', 'a').expect(200))
       .body as BrokerageOperationsResourceDto;
     expect(result.meta.coverage?.historyBoundary).toBe('unknown');
-    expect(result.meta.coverage?.historyState).toBe('loading');
+    expect(result.meta.coverage?.historyState).toBe('missing');
   }, 30_000);
 
   it('returns cold missing while upstream is blocked, then confirms an empty interval; observe never retries failure', async () => {

test/tbank-local-reads.e2e-spec.ts

@@ -3,6 +3,7 @@ import type { Server } from 'node:http';
 import { INestApplication } from '@nestjs/common';
 import { JwtService } from '@nestjs/jwt';
 import { Test } from '@nestjs/testing';
+import assert from 'node:assert/strict';
 import { setTimeout as delay } from 'node:timers/promises';
 import request from 'supertest';
 
@@ -15,8 +16,10 @@ import {
 } from '../src/integrations/tbank/tbank.client';
 import { configureApp } from '../src/main';
 import { BrokerageAccountsResourceDto } from '../src/modules/investments/brokerage-accounts/brokerage-account.dto';
+import { IncomeAnalyticsResourceDto } from '../src/modules/investments/income/income-analytics.dto';
 import { PortfolioService } from '../src/modules/investments/portfolio/application/portfolio.service';
 import { PortfolioResourceDto } from '../src/modules/investments/portfolio/presentation/portfolio.dto';
+import { TbankHourlyScheduler } from '../src/modules/investments/tbank-sync/tbank-hourly.scheduler';
 import { PrismaService } from '../src/prisma/prisma.service';
 
 function deferred<T>() {
@@ -101,6 +104,8 @@ describe('local accounts and portfolio HTTP (SQLite)', () => {
     const module = await Test.createTestingModule({ imports: [AppModule] })
       .overrideProvider(TbankClient)
       .useValue(upstream)
+      .overrideProvider(TbankHourlyScheduler)
+      .useValue({ tick: jest.fn() })
       .compile();
     app = module.createNestApplication();
     configureApp(app);
@@ -211,7 +216,27 @@ describe('local accounts and portfolio HTTP (SQLite)', () => {
     ).toEqual({
       stockPositionCount: 1,
       bondPositionCount: 0,
+      fundPositionCount: 0,
+      totalPositionCount: 1,
       totalsByCurrency: [{ currency: 'RUB', value: '21.100000002' }],
+      cashBalances: [{ currency: 'RUB', value: '1.1' }],
+      structure: {
+        currencies: [{
+          currency: 'RUB',
+          totalValue: '21.100000002',
+          hasNegativeValues: false,
+          categories: [
+            { type: 'STOCK', value: '20.000000002', sharePercent: '94.78673' },
+            { type: 'BOND', value: '0', sharePercent: '0' },
+            { type: 'OTHER', value: '0', sharePercent: '0' },
+            { type: 'CASH', value: '1.1', sharePercent: '5.21327' },
+          ],
+        }],
+        unvaluedCategories: [],
+      },
+      unrealizedReturnByCurrency: [
+        { currency: 'RUB', absolute: '0', costBasis: '0', percent: null, partial: true },
+      ],
     });
     const portfolio = await get('brokerage-accounts/account/portfolio').expect(
       200,
@@ -325,6 +350,74 @@ describe('local accounts and portfolio HTTP (SQLite)', () => {
     expect(upstream.getPortfolio).toHaveBeenCalledTimes(1);
   });
 
+  it('reports the durable hourly attempt in accounts and income meta with section relevance', async () => {
+    await put().expect(200);
+    await seedMembership();
+    await requestPortfolio('account');
+    await settled();
+    const connection = await prisma.tbankConnection.findUniqueOrThrow({
+      where: { userId: 'owner' },
+    });
+    const startedAt = new Date('2026-10-10T10:00:00.000Z');
+    const finishedAt = new Date('2026-10-10T10:05:00.000Z');
+    await prisma.tbankSyncWork.create({
+      data: {
+        id: 'hourly-attempt',
+        userId: 'owner',
+        revision: connection.revision,
+        scopeKey: 'hourly',
+        intent: {},
+        state: 'complete',
+        attemptId: 'hourly-attempt',
+        processRunId: 'test',
+        priority: 0,
+        progress: {
+          result: 'partial',
+          sections: [
+            {
+              section: 'portfolio',
+              accountId: 'account',
+              errorCode: 'TBANK_UNAVAILABLE',
+            },
+            {
+              section: 'operations',
+              accountId: 'account',
+              errorCode: 'TBANK_UNAVAILABLE',
+            },
+          ],
+        },
+        createdAt: startedAt,
+        updatedAt: finishedAt,
+      },
+    });
+    const accounts = await get('brokerage-accounts').expect(200);
+    const accountsMeta = (accounts.body as BrokerageAccountsResourceDto).meta;
+    expect(accountsMeta.lastAttempt.state).toBe('partial');
+    expect(accountsMeta.lastAttempt.startedAt).toBe(startedAt.toISOString());
+    expect(accountsMeta.lastAttempt.finishedAt).toBe(finishedAt.toISOString());
+    expect(accountsMeta.lastAttempt.problems).toEqual([
+      {
+        section: 'portfolio',
+        accountId: 'account',
+        errorCode: 'TBANK_UNAVAILABLE',
+      },
+    ]);
+    const income = await get(
+      'brokerage-accounts/account/income-analytics?sync=observe',
+    ).expect(200);
+    const incomeMeta = (income.body as IncomeAnalyticsResourceDto).meta;
+    expect(incomeMeta.lastAttempt.state).toBe('partial');
+    expect(incomeMeta.lastAttempt.startedAt).toBe(startedAt.toISOString());
+    expect(incomeMeta.lastAttempt.finishedAt).toBe(finishedAt.toISOString());
+    expect(incomeMeta.lastAttempt.problems).toEqual([
+      {
+        section: 'operations',
+        accountId: 'account',
+        errorCode: 'TBANK_UNAVAILABLE',
+      },
+    ]);
+  });
+
   it('recovers abandoned discovery only on a data request and coalesces concurrent reads', async () => {
     await put().expect(200);
     const connection = await prisma.tbankConnection.update({
@@ -419,9 +512,18 @@ describe('local accounts and portfolio HTTP (SQLite)', () => {
     }
     const summaries = (await get('brokerage-accounts?sync=observe').expect(200))
       .body as BrokerageAccountsResourceDto;
-    expect(summaries.data?.[0].portfolioSummary?.totalsByCurrency).toEqual([
+    expect(summaries.data?.[0].portfolioSummary).toMatchObject({
-      { currency: 'RUB', value: '21.1' },
+      totalsByCurrency: [{ currency: 'RUB', value: '21.1' }],
-    ]);
+      cashBalances: [{ currency: 'RUB', value: '1.1' }],
+      structure: { currencies: [{ currency: 'RUB' }] },
+      unrealizedReturnByCurrency: [
+        { currency: 'RUB', absolute: '0', costBasis: '0', percent: null, partial: true },
+      ],
+      stockPositionCount: 1,
+      bondPositionCount: 0,
+      fundPositionCount: 0,
+      totalPositionCount: 1,
+    });
     expect(summaries.data?.[1].portfolioSummary).toBeNull();
     expect(summaries.meta.availability).toBe('available');
     expect(summaries.meta.completeness).toBe('complete');
@@ -501,16 +603,30 @@ describe('local accounts and portfolio HTTP (SQLite)', () => {
     await put().expect(200);
     await seedMembership();
     const blocked = deferred<TbankPortfolio>();
-    upstream.getPortfolio.mockReturnValueOnce(blocked.promise);
+    const started = deferred<void>();
-    await get('brokerage-accounts/account/portfolio').expect(200);
+    upstream.getPortfolio.mockImplementationOnce(() => {
+      started.resolve();
+      return blocked.promise;
+    });
+    // Starts the real portfolio producer, the same path the hourly walk uses.
+    const late = await portfolioService.request(
+      'owner',
+      (await prisma.tbankConnection.findUniqueOrThrow({ where: { userId: 'owner' } })).revision,
+      'account',
+      true,
+    );
+    assert(late);
+    // The late upstream call must have begun before the connection is replaced.
+    await started.promise;
     await put().expect(200);
     await seedMembership();
     blocked.resolve({ positions: [] });
-    await delay(20);
+    // Barrier: the fenced producer's completion, not a timer.
+    await late.done;
+    expect(await prisma.tbankPortfolio.count()).toBe(0);
     const replaced = await get(
       'brokerage-accounts/account/portfolio?sync=observe',
     ).expect(200);
     expect((replaced.body as PortfolioResourceDto).data).toBeNull();
-    expect(await prisma.tbankPortfolio.count()).toBe(0);
   });
 });