chore(release): 2.4.1

.ai/architecture.md

@@ -29,9 +29,9 @@ market — котировками, income — выплатами/личными
 domain из-за extraction в функцию. Boundary mappers преобразуют внешние records;
 чистые расчёты portfolio/banking остаются у domain owner.
 
-PrismaService владеет DB lifecycle. Самостоятельные use cases получают данные
+PrismaService владеет DB lifecycle. Application services/use cases получают
-через concrete repositories; существующие связные CRUD/transaction services
+данные через concrete repositories; запросы и CAS живут в infrastructure
-сохраняют прямые queries по [data convention](conventions/data.md).
+по [data convention](conventions/data.md).
 Money — currency + decimal string; расчёты используют точные общие helpers.
 
 Auth управляет identity/session; TbankAccessService проверяет доступ к счёту и
@@ -201,9 +201,9 @@ Circular dependencies устраняй изменением ownership/compositio
 конкретные infrastructure providers, зарегистрированные module. Infrastructure
 может использовать application types/input и domain rules; новые interfaces
 ради инверсии зависимостей не обязательны. Domain не импортирует presentation или
-infrastructure. Существующие связные CRUD/transaction services могут сохранять прямые queries
+infrastructure. Application не строит Prisma queries: use case и связный CRUD
-по [Data](conventions/data.md); use case получает данные через repository и сам
+service обращаются к репозиторию по [Data](conventions/data.md). Entity/interface
-Prisma queries не выполняет. Entity/interface на каждую таблицу не требуется.
+на каждую таблицу не требуется.
 DTO остаются транспортными runtime classes; существующее использование DTO
 на application boundary допустимо по [HTTP API](conventions/http-api.md).
 

.ai/conventions/data.md

@@ -34,19 +34,19 @@ candidate, не повод дублировать их при новом use cas
 вызывает repository, затем чистый `bankSummary` и формирует ответ. Prisma records
 не становятся domain entities: расчёт получает только нужные ему значения.
 
-Не создавай обёртку на каждый вызов Prisma. Существующие связные CRUD/transaction
+Application-код не импортирует PrismaService и не строит Prisma queries.
-services (auth, lifecycle подключения, изменения карт/операций/категорий)
+Репозиторий владеет запросом и CAS-проверкой результата, а application —
-сохраняют queries рядом с CAS и проверками инварианта, если их перенос требует
+правилами и формированием ответа. Типы Prisma допустимы только в type-only
-лишь набора pass-through методов. Новая самостоятельная read/write capability
+импортах для существующей транзакционной границы. Не создавай обёртку
-получает repository method; самостоятельный use case не выполняет Prisma queries.
+на каждый вызов Prisma без текущего потребителя. `BankCardsRepository.write`
-`BankCardsRepository.write` сохраняет общую retry/transaction boundary для
+сохраняет retry/transaction boundary для банковских записей; callback с
-существующих banking services. Такой callback с Prisma transaction client —
+transaction client — локальная техническая граница, не API для domain.
-локальная техническая граница этих services, не API для domain или use cases.
 
 Выбирай только нужные данные, сохраняй user/account ownership в запросах и
 application checks. Предварительный lookup не заменяет unique constraint при race.
-Пример: AuthService обрабатывает P2002 и использует conditional `updateMany`
+Пример: AuthRepository преобразует P2002 в результат регистрации и выполняет
-для refresh rotation. Сначала пойми invariant; не копируй его flow в другой use case.
+conditional `updateMany` для refresh rotation; AuthService сохраняет HTTP
+error contract. Сначала пойми invariant; не копируй его flow в другой use case.
 
 Transaction не охватывает сетевой T-Bank вызов как будто это одна atomic DB
 операция. Планируй порядок и compensation по текущей задаче; не удерживай DB

CHANGELOG.md

@@ -1,5 +1,41 @@
 # Changelog
 
+## [2.4.1](https://git.personal.ksv741.ru/WealthLedger/backend/compare/v2.4.0...v2.4.1) (2026-11-06)
+
+### Bug Fixes
+
+* **events:** refresh saved payout calendars once per hourly pass (WealthLedger/backend[#53](https://git.personal.ksv741.ru/WealthLedger/backend/issues/53)) ([#157](https://git.personal.ksv741.ru/WealthLedger/backend/issues/157)) ([aeb4647](https://git.personal.ksv741.ru/WealthLedger/backend/commit/aeb4647fda3806a419ff3578834c34fff97ae3e8))
+* **portfolio:** publish new complete forecast regardless of request window (WealthLedger/backend[#55](https://git.personal.ksv741.ru/WealthLedger/backend/issues/55)) ([#156](https://git.personal.ksv741.ru/WealthLedger/backend/issues/156)) ([169bee1](https://git.personal.ksv741.ru/WealthLedger/backend/commit/169bee1da5731a1330e995a4a508da544f791387))
+
+### Refactoring
+
+* **api:** describe bank operation create body as oneOf by kind (WealthLedger/backend[#172](https://git.personal.ksv741.ru/WealthLedger/backend/issues/172)) ([#173](https://git.personal.ksv741.ru/WealthLedger/backend/issues/173)) ([02e0d56](https://git.personal.ksv741.ru/WealthLedger/backend/commit/02e0d560c84606d6372cbac001dc94edc348995e))
+* check persisted json payload shape instead of double casts ([#152](https://git.personal.ksv741.ru/WealthLedger/backend/issues/152)) ([#154](https://git.personal.ksv741.ru/WealthLedger/backend/issues/154)) ([a80bbbf](https://git.personal.ksv741.ru/WealthLedger/backend/commit/a80bbbf1e28954812d2d32c6e8f9f67f5a5d42a4))
+* enforce repository boundary in application (WealthLedger/backend[#171](https://git.personal.ksv741.ru/WealthLedger/backend/issues/171)) ([e3ecb8c](https://git.personal.ksv741.ru/WealthLedger/backend/commit/e3ecb8c15e61ccd8de9acb4954a38932099eefc3))
+* expose upcoming-events public api and guard its boundary (WealthLedger/backend[#163](https://git.personal.ksv741.ru/WealthLedger/backend/issues/163)) ([#195](https://git.personal.ksv741.ru/WealthLedger/backend/issues/195)) ([83b515a](https://git.personal.ksv741.ru/WealthLedger/backend/commit/83b515a4536a6c534bcdec82f9f43f9005a44c35))
+* extract catalog enrichment source loader (WealthLedger/backend[#169](https://git.personal.ksv741.ru/WealthLedger/backend/issues/169)) ([#186](https://git.personal.ksv741.ru/WealthLedger/backend/issues/186)) ([c5ccfea](https://git.personal.ksv741.ru/WealthLedger/backend/commit/c5ccfeadea7a9235ebdd6171d9b6f7b89ed2e1e7))
+* inject TbankAccessService directly into stock screener ([#151](https://git.personal.ksv741.ru/WealthLedger/backend/issues/151)) ([#155](https://git.personal.ksv741.ru/WealthLedger/backend/issues/155)) ([554410a](https://git.personal.ksv741.ru/WealthLedger/backend/commit/554410a2716ce13d7202fd27a621c72734b5e6c8))
+* move auth persistence into repository (WealthLedger/backend[#171](https://git.personal.ksv741.ru/WealthLedger/backend/issues/171)) ([61c5525](https://git.personal.ksv741.ru/WealthLedger/backend/commit/61c55256e756b9187e1087215d35db3fd30ac148))
+* move bank card queries into repository (WealthLedger/backend[#171](https://git.personal.ksv741.ru/WealthLedger/backend/issues/171)) ([b3d4801](https://git.personal.ksv741.ru/WealthLedger/backend/commit/b3d4801cfe67ecf301c58c894676b13b8833c4a6))
+* move category persistence into bank repository (WealthLedger/backend[#171](https://git.personal.ksv741.ru/WealthLedger/backend/issues/171)) ([efac720](https://git.personal.ksv741.ru/WealthLedger/backend/commit/efac7201e06f49b264854566b2e3f73931f3f6cc))
+* replace deep imports with native node aliases (WealthLedger/backend[#165](https://git.personal.ksv741.ru/WealthLedger/backend/issues/165)) ([#193](https://git.personal.ksv741.ru/WealthLedger/backend/issues/193)) ([07cfd08](https://git.personal.ksv741.ru/WealthLedger/backend/commit/07cfd08df9b13ac3fd13da153b12acf159329cea))
+* retire legacy tbank-sync status and sync=observe (WealthLedger/backend[#196](https://git.personal.ksv741.ru/WealthLedger/backend/issues/196)) ([d792baa](https://git.personal.ksv741.ru/WealthLedger/backend/commit/d792baaf59a1c204458ec249ee3ce907f3564455))
+* route bank card reads through repository (WealthLedger/backend[#171](https://git.personal.ksv741.ru/WealthLedger/backend/issues/171)) ([b3ca11d](https://git.personal.ksv741.ru/WealthLedger/backend/commit/b3ca11d1410899bb9c6707113ba9fd1f3b30e4bf))
+* route bank operation queries through repository (WealthLedger/backend[#171](https://git.personal.ksv741.ru/WealthLedger/backend/issues/171)) ([cea77f6](https://git.personal.ksv741.ru/WealthLedger/backend/commit/cea77f6d568809d989462c121f50b4e07e7efca5))
+* share prisma json codec and check progress shape (WealthLedger/backend[#170](https://git.personal.ksv741.ru/WealthLedger/backend/issues/170)) ([#191](https://git.personal.ksv741.ru/WealthLedger/backend/issues/191)) ([85a7196](https://git.personal.ksv741.ru/WealthLedger/backend/commit/85a71967fa4e85427a991c973c6528206332cf5e))
+* share sync reservation join rule (WealthLedger/backend[#119](https://git.personal.ksv741.ru/WealthLedger/backend/issues/119)) ([#162](https://git.personal.ksv741.ru/WealthLedger/backend/issues/162)) ([fa0a6e5](https://git.personal.ksv741.ru/WealthLedger/backend/commit/fa0a6e56030bb1c0302cd7588d30e7fa91e19c11))
+* share tbank-sync claim and generation lock (WealthLedger/backend[#166](https://git.personal.ksv741.ru/WealthLedger/backend/issues/166)) ([#188](https://git.personal.ksv741.ru/WealthLedger/backend/issues/188)) ([5d31b3e](https://git.personal.ksv741.ru/WealthLedger/backend/commit/5d31b3e6dd37d1c79b61c43ed820947b5b38aaa1))
+* single bank operation projection and domain rules (WealthLedger/backend[#168](https://git.personal.ksv741.ru/WealthLedger/backend/issues/168)) ([#189](https://git.personal.ksv741.ru/WealthLedger/backend/issues/189)) ([deda7ff](https://git.personal.ksv741.ru/WealthLedger/backend/commit/deda7ffc2cc8185eba48a18c37272c404a3e9983))
+* split brokerage operations repository and cursor codec (WealthLedger/backend[#167](https://git.personal.ksv741.ru/WealthLedger/backend/issues/167)) ([#190](https://git.personal.ksv741.ru/WealthLedger/backend/issues/190)) ([cd78b43](https://git.personal.ksv741.ru/WealthLedger/backend/commit/cd78b43783cb7469e44b9531d165603df258b55e))
+
+### CI
+
+* drop stale npm audit advisory ignore (WealthLedger/backend[#158](https://git.personal.ksv741.ru/WealthLedger/backend/issues/158)) ([#159](https://git.personal.ksv741.ru/WealthLedger/backend/issues/159)) ([1a5de9b](https://git.personal.ksv741.ru/WealthLedger/backend/commit/1a5de9bebd060a5ff2ca188ad862c4ec5aa06ffd))
+
+### Maintenance
+
+* **deps:** set Renovate release age, PR limit and update groups (WealthLedger/main[#6](https://git.personal.ksv741.ru/WealthLedger/backend/issues/6)) ([#160](https://git.personal.ksv741.ru/WealthLedger/backend/issues/160)) ([bade5fa](https://git.personal.ksv741.ru/WealthLedger/backend/commit/bade5fae1c3170b38717b26eda56ca20183f4ec8))
+
 ## [2.4.0](https://git.personal.ksv741.ru/WealthLedger/backend/compare/v2.3.1...v2.4.0) (2026-11-01)
 
 ### Features

eslint-suppressions.json

@@ -53,11 +53,6 @@
       "count": 1
     }
   },
-  "src/modules/investments/instruments/application/catalog-discovery.service.ts": {
-    "sonarjs/no-nested-conditional": {
-      "count": 1
-    }
-  },
   "src/modules/investments/instruments/application/catalog-enrichment.service.ts": {
     "sonarjs/no-nested-conditional": {
       "count": 1
@@ -101,7 +96,7 @@
       "count": 2
     },
     "sonarjs/no-nested-conditional": {
-      "count": 9
+      "count": 6
     }
   },
   "src/modules/investments/operations/domain/operations-sync-plan.ts": {
@@ -135,11 +130,6 @@
       "count": 1
     }
   },
-  "src/modules/investments/tbank-sync/tbank-sync.service.ts": {
-    "sonarjs/no-nested-conditional": {
-      "count": 6
-    }
-  },
   "test/bank-cards-durability.cjs": {
     "sonarjs/no-nested-template-literals": {
       "count": 1
@@ -158,9 +148,6 @@
   "test/tbank-ledger-local.e2e-spec.ts": {
     "sonarjs/no-nested-conditional": {
       "count": 1
-    },
-    "sonarjs/no-nested-template-literals": {
-      "count": 3
     }
   }
 }

eslint.config.mjs

@@ -15,6 +15,18 @@ import globals from 'globals';
 import tseslint from 'typescript-eslint';
 
 const tests = ['**/*.spec.ts', 'test/**/*.ts'];
+const guardedModules = [
+  {
+    name: 'tbank-sync',
+    except: [
+      './tbank-sync.api.ts',
+      './tbank-sync.dto.ts',
+      './tbank-sync.module.ts',
+      './tbank-sync-repository.module.ts',
+    ],
+  },
+  { name: 'upcoming-events', except: ['./upcoming-events.api.ts', './upcoming-events.module.ts'] },
+];
 const prismaImports = [
   '@prisma/*', '**/generated/prisma/**', '**/prisma.service',
 ];
@@ -158,13 +170,14 @@ export default defineConfig(
     },
   },
   {
-    files: ['src/**/*.use-case.ts'],
+    files: ['src/**/application/**/*.ts'],
     ignores: tests,
     rules: {
       'no-restricted-imports': ['error', {
         patterns: [{
           group: prismaImports,
-          message: 'Use cases obtain data through concrete repositories.',
+          allowTypeImports: true,
+          message: 'Application code obtains data through concrete repositories; type-only imports are allowed.',
         }],
       }],
     },
@@ -212,24 +225,20 @@ export default defineConfig(
       '@typescript-eslint/no-unsafe-enum-comparison': 'error',
     },
   },
-  {
+  // Separate rule so it does not replace layer-specific no-restricted-imports configs.
-    files: ['src/**/*.ts'],
+  // A module may import its own internals, so each guarded module gets a block without its zone.
-    ignores: [...tests, 'src/modules/investments/tbank-sync/**'],
+  ...[undefined, ...guardedModules].map((own) => ({
+    files: own ? [`src/modules/investments/${own.name}/**/*.ts`] : ['src/**/*.ts'],
+    ignores: own ? tests : [...tests, ...guardedModules.map(({ name }) => `src/modules/investments/${name}/**`)],
     rules: {
-      // Separate rule so it does not replace layer-specific no-restricted-imports configs.
       'import-x/no-restricted-paths': ['error', {
-        zones: [{
+        zones: guardedModules.filter((module) => module !== own).map(({ except, name }) => ({
           target: './src',
-          from: './src/modules/investments/tbank-sync',
+          from: `./src/modules/investments/${name}`,
-          except: [
+          except,
-            './tbank-sync.api.ts',
+          message: `Use ${name}.api for cross-module access.`,
-            './tbank-sync.dto.ts',
+        })),
-            './tbank-sync.module.ts',
-            './tbank-sync-repository.module.ts',
-          ],
-          message: 'Use tbank-sync.api for cross-module access.',
-        }],
       }],
     },
-  },
+  })),
 );

package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "wealth-ledger-backend",
-  "version": "2.4.0",
+  "version": "2.4.1",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "wealth-ledger-backend",
-      "version": "2.4.0",
+      "version": "2.4.1",
       "license": "UNLICENSED",
       "dependencies": {
         "@grpc/grpc-js": "1.14.6",

package.json

@@ -1,9 +1,19 @@
 {
   "name": "wealth-ledger-backend",
-  "version": "2.4.0",
+  "version": "2.4.1",
   "description": "",
   "author": "",
   "private": true,
+  "imports": {
+    "#generated/*": {
+      "development": "./dist-dev/generated/*",
+      "default": "./dist/generated/*"
+    },
+    "#src/*": {
+      "development": "./dist-dev/src/*",
+      "default": "./dist/src/*"
+    }
+  },
   "license": "UNLICENSED",
   "engines": {
     "node": "v24.22.1"
@@ -14,8 +24,8 @@
     "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:dev": "NODE_ENV=development NODE_OPTIONS=--conditions=development nest start --watch --path tsconfig.dev.json",
-    "start:debug": "NODE_ENV=development nest start --debug --watch --path tsconfig.dev.json",
+    "start:debug": "NODE_ENV=development NODE_OPTIONS=--conditions=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",
@@ -131,6 +141,10 @@
     }
   },
   "jest": {
+    "moduleNameMapper": {
+      "^#generated/(.*)$": "<rootDir>/../generated/$1",
+      "^#src/(.*)$": "<rootDir>/$1"
+    },
     "moduleFileExtensions": [
       "js",
       "json",

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

@@ -5,13 +5,15 @@ import { isDeepStrictEqual } from 'node:util';
 import type {
   TbankInstrumentLookup as MetadataLookupRow,
   TbankInstrument as MetadataRow,
-  Prisma,
+} from '#generated/prisma/client';
-} from '../../../generated/prisma/client';
+
 import type { TbankInstrument } from './tbank.client';
 
 import { PrismaService } from '../../prisma/prisma.service';
+import { toJson } from '../../prisma/to-json';
 import { isJoinableRunningAttempt, type TbankSyncAttempt } from './tbank-access.service';
 import { TbankErrorCode } from './tbank-error-code';
+import { claimSyncWork, lockConnectionGeneration } from './tbank-sync-claim';
 
 const FIRST_BATCH_OFFSET = 0;
 const UNCHANGED_REVISION_INCREMENT = 0;
@@ -119,11 +121,8 @@ export class InstrumentMetadataRepository {
     active: ReadonlySet<string>,
   ) {
     return this.prisma.$transaction(async (tx) => {
-      const valid = await tx.tbankConnection.updateMany({
+      const valid = await lockConnectionGeneration(tx, attemptOwner);
-        where: { ...attemptOwner, invalidToken: false },
+      if (!valid) return null;
-        data: { membershipRevision: { increment: 0 } },
-      });
-      if (!valid.count) return null;
       const scope = {
         ...attemptOwner,
         scopeKey: `metadata:${metadataKey(identity)}`,
@@ -167,15 +166,11 @@ export class InstrumentMetadataRepository {
 
   publish(attempt: TbankSyncAttempt, results: MetadataLookup[], now: Date) {
     return this.prisma.$transaction(async (tx) => {
-      const claimed = await tx.tbankSyncWork.updateMany({
+      const claimed = await claimSyncWork(tx, attempt, {
-        where: {
+        state: 'complete',
-          ...attempt,
+        progress: {},
-          state: 'running',
-          connection: { invalidToken: false },
-        },
-        data: { state: 'complete', progress: {} },
       });
-      if (!claimed.count) return false;
+      if (!claimed) return false;
       const aliases = new Map(
         results.map((result) => [`${result.type}:${result.id}`, result]),
       );
@@ -212,9 +207,7 @@ export class InstrumentMetadataRepository {
           const previous = await tx.tbankInstrument.findUnique({
             where: { provider_uid: key },
           });
-          const payload = JSON.parse(
+          const payload = toJson(instrument);
-            JSON.stringify(instrument),
-          ) as Prisma.InputJsonObject;
           const data = {
             metadata: payload,
             figi:
@@ -264,18 +257,17 @@ export class InstrumentMetadataRepository {
   }
 
   async finishObserver(attempt: TbankSyncAttempt, success: boolean) {
-    await this.prisma.tbankSyncWork.updateMany({
+    await claimSyncWork(
-      where: {
+      this.prisma,
-        ...attempt,
+      attempt,
-        state: 'running',
+      {
-        ...(success ? { connection: { invalidToken: false } } : {}),
-      },
-      data: {
         state: success ? 'complete' : 'failed',
         errorCode: success ? null : TbankErrorCode.Unavailable,
       },
-    });
+      { withoutConnectionFence: !success },
+    );
     if (success) {
+      // Fails sibling attempts whose connection was invalidated mid-flight.
       await this.prisma.tbankSyncWork.updateMany({
         where: {
           ...attempt,

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

@@ -12,6 +12,7 @@ import { PrismaService } from '../../prisma/prisma.service';
 import { supportedTbankAccounts } from './tbank-account.policy';
 import { TbankErrorCode } from './tbank-error-code';
 import { tbankSourceNeedsRefresh } from './tbank-source.policy';
+import { claimSyncWork, lockConnectionGeneration } from './tbank-sync-claim';
 import { TbankTokenService } from './tbank-token.service';
 
 const EXPECTED_UPDATED_CONNECTIONS = 1;
@@ -56,11 +57,8 @@ export class TbankAccessService {
     force: boolean,
   ) {
     return this.prisma.$transaction(async (tx) => {
-      const current = await tx.tbankConnection.updateMany({
+      const current = await lockConnectionGeneration(tx, { userId, revision });
-        where: { userId, revision, invalidToken: false },
+      if (!current) return null;
-        data: { membershipRevision: { increment: 0 } },
-      });
-      if (!current.count) return null;
       const connection = await tx.tbankConnection.findUniqueOrThrow({
         where: { userId },
       });
@@ -110,15 +108,11 @@ export class TbankAccessService {
 
   async failMembership(attempt: TbankSyncAttempt, invalidToken: boolean) {
     if (invalidToken) return this.rejectMembershipToken(attempt);
-    const result = await this.prisma.tbankSyncWork.updateMany({
+    const result = await claimSyncWork(this.prisma, attempt, {
-      where: {
+      state: 'failed',
-        ...attempt,
+      errorCode: TbankErrorCode.Unavailable,
-        state: 'running',
-        connection: { invalidToken: false },
-      },
-      data: { state: 'failed', errorCode: TbankErrorCode.Unavailable },
     });
-    return result.count === EXPECTED_UPDATED_CONNECTIONS;
+    return result === EXPECTED_UPDATED_CONNECTIONS;
   }
 
   async tokenForAttempt(attempt: TbankSyncAttempt): Promise<null | string> {
@@ -163,15 +157,8 @@ export class TbankAccessService {
     return this.prisma.$transaction(async (tx) => {
       // Acquire the write fence before reading membership. Replacement and
       // attempt supersession cannot interleave with the publication below.
-      const claimed = await tx.tbankSyncWork.updateMany({
+      const claimed = await claimSyncWork(tx, attempt, { updatedAt: new Date() });
-        where: {
+      if (!claimed) return false;
-          ...attempt,
-          state: 'running',
-          connection: { invalidToken: false },
-        },
-        data: { updatedAt: new Date() },
-      });
-      if (!claimed.count) return false;
       const { userId, revision } = attempt;
       const previous = await tx.tbankAccount.findMany({
         where: { userId, revision },
@@ -244,11 +231,11 @@ export class TbankAccessService {
 
   async rejectMembershipToken(attempt: TbankSyncAttempt): Promise<boolean> {
     return this.prisma.$transaction(async (tx) => {
-      const claimed = await tx.tbankSyncWork.updateMany({
+      const claimed = await claimSyncWork(tx, attempt, {
-        where: { ...attempt, state: 'running' },
+        state: 'failed',
-        data: { state: 'failed', errorCode: TbankErrorCode.InvalidToken },
+        errorCode: TbankErrorCode.InvalidToken,
-      });
+      }, { withoutConnectionFence: true });
-      if (!claimed.count) return false;
+      if (!claimed) return false;
       await tx.tbankConnection.update({
         where: {
           userId_revision: {

src/integrations/tbank/tbank-sync-claim.ts

@@ -0,0 +1,54 @@
+import type { Prisma } from '#generated/prisma/client';
+
+import type { TbankSyncAttempt } from './tbank-access.service';
+
+const NO_UPDATED_ROWS = 0;
+
+// Shared owners for the tbank-sync DB claim/lock protocol.
+// Both helpers are CAS fences: they run inside the caller's transaction and
+// keep the exact where/data shapes they replaced. Callers keep deciding
+// success from the claim count exactly as before.
+
+// Claims the active TbankSyncWork row: only the still-running attempt of a
+// valid connection may transition. `data` is the state transition to apply.
+export type ClaimOptions = {
+  // Overrides the default 'running' fence (e.g. an initiator row also
+  // accepts 'complete').
+  state: Prisma.TbankSyncWorkWhereInput['state'] | undefined;
+  // true drops the `connection: { invalidToken: false }` guard for fences
+  // that must also fire on an invalidated connection.
+  withoutConnectionFence: boolean | undefined;
+};
+export async function claimSyncWork(
+  tx: Prisma.TransactionClient,
+  attempt: TbankSyncAttempt,
+  data: Prisma.TbankSyncWorkUpdateManyMutationInput,
+  options: Partial<ClaimOptions> = {},
+): Promise<number> {
+  const result = await tx.tbankSyncWork.updateMany({
+    where: {
+      ...attempt,
+      state: options.state ?? 'running',
+      ...(options.withoutConnectionFence
+        ? {}
+        : { connection: { invalidToken: false } }),
+    },
+    data,
+  });
+  return result.count;
+}
+
+// Locks the connection generation before reserving or publishing work: the
+// row must still be the current revision with a valid token. `extra`
+// (e.g. account membership) is merged into the where clause.
+export async function lockConnectionGeneration(
+  tx: Prisma.TransactionClient,
+  owner: { revision: string; userId: string },
+  extra: Prisma.TbankConnectionWhereInput = {},
+): Promise<boolean> {
+  const result = await tx.tbankConnection.updateMany({
+    where: { ...owner, ...extra, invalidToken: false },
+    data: { membershipRevision: { increment: 0 } },
+  });
+  return result.count > NO_UPDATED_ROWS;
+}

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

@@ -2,12 +2,14 @@ import { ConflictException, UnauthorizedException } from '@nestjs/common';
 import { JwtService } from '@nestjs/jwt';
 import { createHash } from 'crypto';
 
+import { AuthRepository } from '../infrastructure/auth.repository';
+
 jest.mock('bcrypt', () => ({
   hash: jest.fn(() => Promise.resolve('password-hash')),
   compare: jest.fn(() => Promise.resolve(true)),
 }));
 
-jest.mock('../../../prisma/prisma.service', () => ({
+jest.mock('#src/prisma/prisma.service', () => ({
   PrismaService: class PrismaService {},
 }));
 
@@ -51,7 +53,7 @@ describe('AuthService', () => {
       delete: jest.fn(),
     },
   };
-  const service = new AuthService(prisma as never, jwt);
+  const service = new AuthService(new AuthRepository(prisma as never), jwt);
 
   beforeEach(() => {
     jest.clearAllMocks();

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

@@ -7,15 +7,14 @@ import { JwtService } from '@nestjs/jwt';
 import * as bcrypt from 'bcrypt';
 import { createHash, randomUUID } from 'crypto';
 
-import { Session, User } from '../../../../generated/prisma/client';
+import type { Session, User } from '#generated/prisma/client';
-import { HttpErrorCode } from '../../../common/error-code';
+
-import { isPrismaErrorCode, PrismaErrorCode } from '../../../prisma/prisma-error-code';
+import { HttpErrorCode } from '#src/common/error-code';
-import { PrismaService } from '../../../prisma/prisma.service';
+
+import { AuthRepository } from '../infrastructure/auth.repository';
 import { AuthErrorCode } from './auth-error-code';
 import { AuthenticationResult, AuthUser, RefreshPayload } from './auth.types';
 
-const EXPECTED_ROTATED_SESSIONS = 1;
-
 const PASSWORD_HASH_ROUNDS = 12;
 export const REFRESH_TTL_MS = 604_800_000;
 
@@ -28,7 +27,7 @@ const DUMMY_PASSWORD_HASH =
 @Injectable()
 export class AuthService {
   constructor(
-    private readonly prisma: PrismaService,
+    private readonly repository: AuthRepository,
     private readonly jwt: JwtService,
   ) {}
 
@@ -36,27 +35,18 @@ export class AuthService {
     email: string,
     password: string,
   ): Promise<AuthenticationResult> {
-    const existing = await this.prisma.user.findUnique({
+    const existing = await this.repository.findUserByEmail(email);
-      where: { email },
-    });
     if (existing) {
       throw new ConflictException({ code: AuthErrorCode.EmailAlreadyRegistered });
     }
 
-    let user: User;
+    const user = await this.repository.createUser({
-    try {
+      id: randomUUID(),
-      user = await this.prisma.user.create({
+      email,
-        data: {
+      passwordHash: await bcrypt.hash(password, PASSWORD_HASH_ROUNDS),
-          id: randomUUID(),
+    });
-          email,
+    if (!user) {
-          passwordHash: await bcrypt.hash(password, PASSWORD_HASH_ROUNDS),
+      throw new ConflictException({ code: AuthErrorCode.EmailAlreadyRegistered });
-        },
-      });
-    } catch (error) {
-      if (isUniqueConstraintError(error)) {
-        throw new ConflictException({ code: AuthErrorCode.EmailAlreadyRegistered });
-      }
-      throw error;
     }
     return this.createSession(user);
   }
@@ -65,9 +55,7 @@ export class AuthService {
     email: string,
     password: string,
   ): Promise<AuthenticationResult> {
-    const user = await this.prisma.user.findUnique({
+    const user = await this.repository.findUserByEmail(email);
-      where: { email },
-    });
     const valid = await bcrypt.compare(
       password,
       user?.passwordHash ?? DUMMY_PASSWORD_HASH,
@@ -92,10 +80,7 @@ export class AuthService {
     if (payload.type !== 'refresh') {
       throw new UnauthorizedException({ code: HttpErrorCode.Unauthorized });
     }
-    const session = await this.prisma.session.findUnique({
+    const session = await this.repository.findSessionWithUser(payload.sid);
-      where: { id: payload.sid },
-      include: { user: true },
-    });
     if (
       !session ||
       session.userId !== payload.sub ||
@@ -103,7 +88,7 @@ export class AuthService {
       session.expiresAt <= new Date()
     ) {
       if (session && !session.revokedAt) {
-        await this.prisma.session.delete({ where: { id: session.id } });
+        await this.repository.deleteSession(session.id);
       }
       throw new UnauthorizedException({ code: HttpErrorCode.Unauthorized });
     }
@@ -124,18 +109,13 @@ export class AuthService {
       return;
     }
     if (payload.type !== 'refresh') return;
-    const session = await this.prisma.session.findUnique({
+    const session = await this.repository.findSession(payload.sid);
-      where: { id: payload.sid },
-    });
     if (
       session &&
       !session.revokedAt &&
       session.refreshTokenHash === this.hash(token)
     ) {
-      await this.prisma.session.update({
+      await this.repository.revokeSession(session.id);
-        where: { id: session.id },
-        data: { revokedAt: new Date() },
-      });
     }
   }
 
@@ -144,7 +124,7 @@ export class AuthService {
   }
 
   async userById(id: string): Promise<User> {
-    const user = await this.prisma.user.findUnique({ where: { id } });
+    const user = await this.repository.findUserById(id);
     if (!user) throw new UnauthorizedException({ code: HttpErrorCode.Unauthorized });
     return user;
   }
@@ -152,14 +132,7 @@ export class AuthService {
   private async createSession(
     user: User,
   ): Promise<AuthenticationResult> {
-    const session = await this.prisma.session.create({
+    const session = await this.repository.createSession(user.id, randomUUID());
-      data: {
-        id: randomUUID(),
-        userId: user.id,
-        refreshTokenHash: '',
-        expiresAt: new Date(),
-      },
-    });
     return this.rotateSession({ ...session, user });
   }
 
@@ -180,16 +153,8 @@ export class AuthService {
       refreshTokenHash: this.hash(refreshToken),
       expiresAt: new Date(Date.now() + REFRESH_TTL_MS),
     };
-    if (expectedRefreshTokenHash) {
+    if (!(await this.repository.rotateSession(session.id, data, expectedRefreshTokenHash))) {
-      const updated = await this.prisma.session.updateMany({
+      throw new UnauthorizedException({ code: HttpErrorCode.Unauthorized });
-        where: { id: session.id, refreshTokenHash: expectedRefreshTokenHash },
-        data,
-      });
-      if (updated.count !== EXPECTED_ROTATED_SESSIONS) {
-        throw new UnauthorizedException({ code: HttpErrorCode.Unauthorized });
-      }
-    } else {
-      await this.prisma.session.update({ where: { id: session.id }, data });
     }
     return {
       user: this.toUser(session.user),
@@ -205,12 +170,3 @@ export class AuthService {
     return createHash('sha256').update(token).digest('hex');
   }
 }
-
-function isUniqueConstraintError(error: unknown): boolean {
-  return (
-    typeof error === 'object' &&
-    error !== null &&
-    'code' in error &&
-    isPrismaErrorCode(error.code, PrismaErrorCode.UniqueConstraint)
-  );
-}

src/modules/auth/auth.module.ts

@@ -5,6 +5,7 @@ import { PassportModule } from '@nestjs/passport';
 
 import { Environment } from '../../config/env.validation';
 import { AuthService } from './application/auth.service';
+import { AuthRepository } from './infrastructure/auth.repository';
 import { JwtStrategy } from './infrastructure/jwt.strategy';
 import { AuthController } from './presentation/auth.controller';
 import { JwtAuthGuard } from './presentation/jwt-auth.guard';
@@ -22,6 +23,6 @@ import { JwtAuthGuard } from './presentation/jwt-auth.guard';
   ],
   exports: [JwtAuthGuard],
   controllers: [AuthController],
-  providers: [AuthService, JwtStrategy, JwtAuthGuard],
+  providers: [AuthService, AuthRepository, JwtStrategy, JwtAuthGuard],
 })
 export class AuthModule {}

src/modules/auth/infrastructure/auth.repository.ts

@@ -0,0 +1,81 @@
+import { Injectable } from '@nestjs/common';
+
+import { isPrismaErrorCode, PrismaErrorCode } from '#src/prisma/prisma-error-code';
+import { PrismaService } from '#src/prisma/prisma.service';
+
+const EXPECTED_ROTATED_SESSIONS = 1;
+
+@Injectable()
+export class AuthRepository {
+  constructor(private readonly prisma: PrismaService) {}
+
+  findUserByEmail(email: string) {
+    return this.prisma.user.findUnique({ where: { email } });
+  }
+
+  async createUser(data: { email: string; id: string; passwordHash: string }) {
+    try {
+      return await this.prisma.user.create({ data });
+    } catch (error) {
+      if (isUniqueConstraintError(error)) return null;
+      throw error;
+    }
+  }
+
+  findUserById(id: string) {
+    return this.prisma.user.findUnique({ where: { id } });
+  }
+
+  findSessionWithUser(id: string) {
+    return this.prisma.session.findUnique({
+      where: { id },
+      include: { user: true },
+    });
+  }
+
+  findSession(id: string) {
+    return this.prisma.session.findUnique({ where: { id } });
+  }
+
+  deleteSession(id: string) {
+    return this.prisma.session.delete({ where: { id } });
+  }
+
+  revokeSession(id: string) {
+    return this.prisma.session.update({
+      where: { id },
+      data: { revokedAt: new Date() },
+    });
+  }
+
+  createSession(userId: string, id: string) {
+    return this.prisma.session.create({
+      data: { id, userId, refreshTokenHash: '', expiresAt: new Date() },
+    });
+  }
+
+  async rotateSession(
+    id: string,
+    data: { expiresAt: Date; refreshTokenHash: string },
+    expectedRefreshTokenHash?: string,
+  ): Promise<boolean> {
+    if (expectedRefreshTokenHash) {
+      const updated = await this.prisma.session.updateMany({
+        where: { id, refreshTokenHash: expectedRefreshTokenHash },
+        data,
+      });
+      return updated.count === EXPECTED_ROTATED_SESSIONS;
+    }
+    await this.prisma.session.update({ where: { id }, data });
+    return true;
+  }
+}
+
+function isUniqueConstraintError(error: unknown): boolean {
+  return (
+    typeof error === 'object' &&
+    error !== null &&
+    'code' in error &&
+    isPrismaErrorCode(error.code, PrismaErrorCode.UniqueConstraint)
+  );
+}

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

@@ -3,8 +3,9 @@ import { ConfigService } from '@nestjs/config';
 import { PassportStrategy } from '@nestjs/passport';
 import { ExtractJwt, Strategy } from 'passport-jwt';
 
-import { HttpErrorCode } from '../../../common/error-code';
+import { HttpErrorCode } from '#src/common/error-code';
-import { Environment } from '../../../config/env.validation';
+import { Environment } from '#src/config/env.validation';
+
 import { AccessPayload } from '../application/auth.types';
 
 @Injectable()

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

@@ -20,8 +20,9 @@ import {
   ApiTags,
 } from '@nestjs/swagger';
 
-import { ApiProblemResponses } from '../../../common/decorators/api-safe-error-response.decorator';
+import { ApiProblemResponses } from '#src/common/decorators/api-safe-error-response.decorator';
-import { HttpErrorCode } from '../../../common/error-code';
+import { HttpErrorCode } from '#src/common/error-code';
+
 import { AuthService, REFRESH_TTL_MS } from '../application/auth.service';
 import { AccessPayload, AuthenticationResult } from '../application/auth.types';
 import { LoginDto, RegisterDto } from './auth.dto';

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

@@ -5,7 +5,8 @@ import {
 } from '@nestjs/common';
 import { createHash } from 'node:crypto';
 
-import { ISO_DATE_LENGTH, ISO_DATE_START } from '../../../../common/time';
+import { ISO_DATE_LENGTH, ISO_DATE_START } from '#src/common/time';
+
 import {
   MAX_CARD_NAME_LENGTH,
   MAX_OPERATION_DESCRIPTION_LENGTH,

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

@@ -1,7 +1,7 @@
 import { Injectable } from '@nestjs/common';
 
-import { BankCard, Prisma } from '../../../../../generated/prisma/client';
+import type { BankCard, Prisma } from '#generated/prisma/client';
-import { PrismaService } from '../../../../prisma/prisma.service';
+
 import { bankBalance } from '../domain/bank-card.calculations';
 import { rubMoney } from '../domain/rub-money';
 import { BankCardsRepository } from '../infrastructure/bank-cards.repository';
@@ -20,24 +20,13 @@ import {
   missing,
 } from './bank-card-input';
 
-const EXPECTED_UPDATED_CARDS = 1;
-
 type Tx = Prisma.TransactionClient;
 @Injectable()
 export class BankCardsService {
-  constructor(
+  constructor(private readonly repository: BankCardsRepository) {}
-    private readonly prisma: PrismaService,
-    private readonly repository: BankCardsRepository,
-  ) {}
 
   private async cardView(tx: Tx, card: BankCard): Promise<BankCardDto> {
-    const rows = await tx.bankCardOperation.findMany({
+    const rows = await this.repository.cardOperations(tx, card);
-      where: {
-        userId: card.userId,
-        deletedAt: null,
-        OR: [{ cardId: card.id }, { targetCardId: card.id }],
-      },
-    });
     return {
       id: card.id,
       name: card.name,
@@ -53,20 +42,15 @@ export class BankCardsService {
   }
 
   list(userId: string, includeArchived = false) {
-    return this.prisma.$transaction(async (tx) =>
+    return this.repository.read(async (tx) =>
-      Promise.all(
+      Promise.all((await this.repository.cards(tx, userId, includeArchived)).map(
-        (
+        (card) => this.cardView(tx, card),
-          await tx.bankCard.findMany({
+      )),
-            where: { userId, ...(includeArchived ? {} : { archivedAt: null }) },
-            orderBy: [{ createdAt: 'asc' }, { id: 'asc' }],
-          })
-        ).map((card) => this.cardView(tx, card)),
-      ),
     );
   }
 
   get(userId: string, id: string) {
-    return this.prisma.$transaction(async (tx) =>
+    return this.repository.read(async (tx) =>
       this.cardView(tx, await this.repository.card(tx, userId, id)),
     );
   }
@@ -75,7 +59,7 @@ export class BankCardsService {
     const input = cardInput(dto),
       hash = fingerprint(input);
     return this.repository.write(async (tx) => {
-      const existing = await tx.bankCard.findUnique({ where: { id: dto.id } });
+      const existing = await this.repository.cardById(tx, dto.id);
       if (existing) {
         if (existing.userId !== userId) missing();
         // eslint-disable-next-line security/detect-possible-timing-attacks -- This compares an idempotency fingerprint after ownership validation, not a secret.
@@ -88,8 +72,11 @@ export class BankCardsService {
       await this.repository.seed(tx, userId);
       return this.cardView(
         tx,
-        await tx.bankCard.create({
+        await this.repository.createCard(tx, {
-          data: { ...input, id: dto.id, userId, createFingerprint: hash },
+          ...input,
+          id: dto.id,
+          userId,
+          createFingerprint: hash,
         }),
       );
     });
@@ -122,20 +109,16 @@ export class BankCardsService {
       }
       currentDate(input.openingDate);
       if (
-        await tx.bankCardOperation.findFirst({
+        await this.repository.hasOperationsBefore(tx, userId, id, input.openingDate)
-          where: {
-            userId,
-            deletedAt: null,
-            date: { lt: input.openingDate },
-            OR: [{ cardId: id }, { targetCardId: id }],
-          },
-        })
       ) {
         fail(BankErrorCode.OpeningDateConflict);
       }
-      const changed = await tx.bankCard.updateMany({
+      const updated = await this.repository.updateCard(
-        where: { id, userId, version: dto.version },
+        tx,
-        data: {
+        userId,
+        id,
+        dto.version,
+        {
           ...input,
           paymentSystem: input.paymentSystem ?? null,
           version: { increment: 1 },
@@ -147,9 +130,8 @@ export class BankCardsService {
                   : null,
               }),
         },
-      });
+      );
-      if (changed.count !== EXPECTED_UPDATED_CARDS) conflict();
+      return this.cardView(tx, updated);
-      return this.cardView(tx, await this.repository.card(tx, userId, id));
     });
   }
 }

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

@@ -1,12 +1,16 @@
 import { GoneException, Injectable } from '@nestjs/common';
 
-import {
+import type {
   BankCardOperation,
   Prisma,
-} from '../../../../../generated/prisma/client';
+} from '#generated/prisma/client';
-import { PrismaService } from '../../../../prisma/prisma.service';
+
 import { FIRST_PAGE } from '../domain/bank-card-limits';
 import { BankOperationKind } from '../domain/bank-operation-kind';
+import {
+  operationFieldConflict,
+  operationKindChanged,
+} from '../domain/bank-operation.rules';
 import { rubMoney, ZERO_KOPECKS } from '../domain/rub-money';
 import { BankCardsRepository } from '../infrastructure/bank-cards.repository';
 import {
@@ -28,117 +32,22 @@ import {
   periodBounds,
 } from './bank-card-input';
 
-const EXPECTED_UPDATED_ROWS = 1;
-
 type Tx = Prisma.TransactionClient;
 @Injectable()
 export class BankOperationsService {
-  constructor(
+  constructor(private readonly repository: BankCardsRepository) {}
-    private readonly prisma: PrismaService,
-    private readonly repository: BankCardsRepository,
-  ) {}
 
   private async operationView(
     tx: Tx,
     row: BankCardOperation,
   ): Promise<BankOperationDto> {
-    const card = await this.repository.card(tx, row.userId, row.cardId);
+    return (await this.pageViews(tx, [row]))[0];
-    const target = row.targetCardId
-      ? await this.repository.card(tx, row.userId, row.targetCardId)
-      : null;
-    const source = row.originalExpenseId
-      ? await this.repository.operation(tx, row.userId, row.originalExpenseId)
-      : null;
-    const categoryId = source?.categoryId ?? row.categoryId;
-    const category = categoryId
-      ? await tx.expenseCategory.findFirst({
-          where: { id: categoryId, userId: row.userId },
-        })
-      : null;
-    const refunds =
-      row.kind === BankOperationKind.Expense || source
-        ? await tx.bankCardOperation.findMany({
-            where: {
-              userId: row.userId,
-              originalExpenseId: source?.id ?? row.id,
-              deletedAt: null,
-              ...(source ? { id: { not: row.id } } : {}),
-            },
-          })
-        : [];
-    return {
-      id: row.id,
-      kind: row.kind as BankOperationDto['kind'],
-      cardId: row.cardId,
-      cardName: card.name,
-      targetCardId: row.targetCardId,
-      targetCardName: target?.name ?? null,
-      categoryId,
-      categoryName: category?.name ?? null,
-      originalExpenseId: row.originalExpenseId,
-      amount: rubMoney(row.amountKopecks),
-      availableRefund:
-        row.kind === BankOperationKind.Expense || source
-          ? rubMoney(
-              (source?.amountKopecks ?? row.amountKopecks) -
-              refunds.reduce((sum, r) => sum + r.amountKopecks, ZERO_KOPECKS),
-            )
-          : null,
-      date: row.date,
-      description: row.description,
-      version: row.version,
-      createdAt: row.createdAt.toISOString(),
-    };
   }
 
   private async pageViews(tx: Tx, rows: BankCardOperation[]) {
     const userId = rows[0]?.userId;
     if (!userId) return [];
-    const cardIds = new Set(
+    const { cards, sources, categories, refunds } = await this.repository.operationViewData(tx, userId, rows);
-      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]));
@@ -207,49 +116,28 @@ export class BankOperationsService {
         fail(BankErrorCode.InvalidDate);
       }
     }
-    if (
+    if (old && operationKindChanged(old.kind, input.kind,
-      old &&
+      old.originalExpenseId, input.originalExpenseId)) {
-      (old.kind !== input.kind ||
-        old.originalExpenseId !== input.originalExpenseId)
-    ) {
       fail(BankErrorCode.ImmutableOperation);
     }
-    if (input.kind === BankOperationKind.Transfer) {
+    if (operationFieldConflict(input)) fail();
-      if (
-        !input.targetCardId ||
-        input.targetCardId === input.cardId ||
-        input.categoryId ||
-        input.originalExpenseId
-      ) {
-        fail();
-      }
-    } else if (input.targetCardId) fail();
     if (input.kind === BankOperationKind.Expense) {
-      if (input.originalExpenseId) fail();
       if (!input.categoryId) {
-        const category = await tx.expenseCategory.findUnique({
+        const category = await this.repository.defaultCategory(tx, userId);
-          where: { userId_seedKey: { userId, seedKey: 'other' } },
-        });
         if (!category) missing();
         input.categoryId = category.id;
       }
       if (
-        !(await tx.expenseCategory.findFirst({
+        !(await this.repository.category(tx, userId, input.categoryId))
-          where: { userId, id: input.categoryId },
-        }))
       ) {
         missing();
       }
-    } else if (input.categoryId) fail();
-    if (input.kind !== BankOperationKind.Refund && input.originalExpenseId) {
-      fail();
     }
     if (input.kind === BankOperationKind.Refund) {
-      if (!input.originalExpenseId) fail();
       const source = await this.repository.operation(
         tx,
         userId,
-        input.originalExpenseId,
+        input.originalExpenseId as string,
       );
       if (
         source.deletedAt ||
@@ -258,29 +146,11 @@ export class BankOperationsService {
       ) {
         fail(BankErrorCode.InvalidRefund);
       }
-      if (
+      await this.repository.updateOperation(tx,
-        (
+        { id: source.id, userId, version: source.version, deletedAt: null },
-          await tx.bankCardOperation.updateMany({
+        { version: { increment: 1 } },
-            where: {
+      );
-              id: source.id,
+      const refunds = await this.repository.refunds(tx, userId, source.id, old?.id);
-              userId,
-              version: source.version,
-              deletedAt: null,
-            },
-            data: { version: { increment: 1 } },
-          })
-        ).count !== EXPECTED_UPDATED_ROWS
-      ) {
-        conflict();
-      }
-      const refunds = await tx.bankCardOperation.findMany({
-        where: {
-          userId,
-          originalExpenseId: source.id,
-          deletedAt: null,
-          ...(old ? { id: { not: old.id } } : {}),
-        },
-      });
       if (input.date < source.date) fail(BankErrorCode.InvalidDate);
       if (
         refunds.reduce((sum, r) => sum + r.amountKopecks, ZERO_KOPECKS) +
@@ -291,9 +161,7 @@ export class BankOperationsService {
       }
     }
     if (old?.kind === BankOperationKind.Expense) {
-      const refunds = await tx.bankCardOperation.findMany({
+      const refunds = await this.repository.refunds(tx, userId, old.id);
-        where: { userId, originalExpenseId: old.id, deletedAt: null },
-      });
       if (
         refunds.length &&
         (input.cardId !== old.cardId ||
@@ -310,9 +178,7 @@ export class BankOperationsService {
     const normalized = operationInput(dto),
       hash = fingerprint(normalized);
     return this.repository.write(async (tx) => {
-      const existing = await tx.bankCardOperation.findUnique({
+      const existing = await this.repository.operationById(tx, dto.id);
-        where: { id: dto.id },
-      });
       if (existing) {
         if (existing.userId !== userId) missing();
         // eslint-disable-next-line security/detect-possible-timing-attacks -- This compares an idempotency fingerprint after ownership validation, not a secret.
@@ -328,15 +194,15 @@ export class BankOperationsService {
       await this.validateOperation(tx, userId, input);
       return this.operationView(
         tx,
-        await tx.bankCardOperation.create({
+        await this.repository.createOperation(tx, {
-          data: { ...input, id: dto.id, userId, createFingerprint: hash },
+          ...input, id: dto.id, userId, createFingerprint: hash,
         }),
       );
     });
   }
 
   getOperation(userId: string, id: string) {
-    return this.prisma.$transaction(async (tx) => {
+    return this.repository.read(async (tx) => {
       const row = await this.repository.operation(tx, userId, id);
       if (row.deletedAt) missing();
       return this.operationView(tx, row);
@@ -361,16 +227,10 @@ export class BankOperationsService {
         description: dto.description ?? old.description ?? undefined,
       });
       await this.validateOperation(tx, userId, input, old);
-      if (
+      await this.repository.updateOperation(tx,
-        (
+        { id, userId, version: dto.version, deletedAt: null },
-          await tx.bankCardOperation.updateMany({
+        { ...input, version: { increment: 1 } },
-            where: { id, userId, version: dto.version, deletedAt: null },
+      );
-            data: { ...input, version: { increment: 1 } },
-          })
-        ).count !== EXPECTED_UPDATED_ROWS
-      ) {
-        conflict();
-      }
       return this.operationView(
         tx,
         await this.repository.operation(tx, userId, id),
@@ -389,9 +249,7 @@ export class BankOperationsService {
       }
       if (
         row.kind === BankOperationKind.Expense &&
-        (await tx.bankCardOperation.findFirst({
+        (await this.repository.dependentRefund(tx, userId, id))
-          where: { userId, originalExpenseId: id, deletedAt: null },
-        }))
       ) {
         conflict(BankErrorCode.DependentRefunds);
       }
@@ -401,27 +259,15 @@ export class BankOperationsService {
           userId,
           row.originalExpenseId,
         );
-        if (
+        await this.repository.updateOperation(tx,
-          (
+          { id: source.id, userId, version: source.version },
-            await tx.bankCardOperation.updateMany({
+          { version: { increment: 1 } },
-              where: { id: source.id, userId, version: source.version },
+        );
-              data: { version: { increment: 1 } },
-            })
-          ).count !== EXPECTED_UPDATED_ROWS
-        ) {
-          conflict();
-        }
-      }
-      if (
-        (
-          await tx.bankCardOperation.updateMany({
-            where: { id, userId, version, deletedAt: null },
-            data: { deletedAt: new Date(), version: { increment: 1 } },
-          })
-        ).count !== EXPECTED_UPDATED_ROWS
-      ) {
-        conflict();
       }
+      await this.repository.updateOperation(tx,
+        { id, userId, version, deletedAt: null },
+        { deletedAt: new Date(), version: { increment: 1 } },
+      );
     });
   }
 
@@ -434,25 +280,13 @@ export class BankOperationsService {
     const period = expenses
       ? undefined
       : periodBounds(query as BankOperationsQueryDto);
-    return this.prisma.$transaction(async (tx) => {
+    return this.repository.read(async (tx) => {
       await this.repository.card(tx, userId, id);
       const limit = query.limit ?? DEFAULT_BANK_PAGE_SIZE,
         page = query.page ?? FIRST_PAGE;
-      const where: Prisma.BankCardOperationWhereInput = {
+      const { total, rows } = await this.repository.operationPage(
-        userId,
+        tx, userId, id, period, limit, page,
-        deletedAt: null,
+      );
-        OR: [{ cardId: id }, { targetCardId: id }],
-        ...(period
-          ? { date: { gte: period.from, lte: period.to } }
-          : { kind: BankOperationKind.Expense }),
-      };
-      const total = await tx.bankCardOperation.count({ where });
-      const rows = await tx.bankCardOperation.findMany({
-        where,
-        orderBy: [{ date: 'desc' }, { createdAt: 'desc' }, { id: 'desc' }],
-        skip: (page - FIRST_PAGE) * limit,
-        take: limit,
-      });
       return {
         items: await this.pageViews(tx, rows),
         total,

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

@@ -1,81 +1,24 @@
 import { Injectable } from '@nestjs/common';
-import { randomUUID } from 'node:crypto';
 
-import { PrismaService } from '../../../../prisma/prisma.service';
 import { MAX_CATEGORY_NAME_LENGTH } from '../domain/bank-card-limits';
 import { BankCardsRepository } from '../infrastructure/bank-cards.repository';
-import { conflict, missing, name } from './bank-card-input';
+import { name } from './bank-card-input';
-
-const EXPECTED_UPDATED_CATEGORIES = 1;
-const VERSION_INCREMENT = 1;
 
 @Injectable()
 export class ExpenseCategoriesService {
-  constructor(
+  constructor(private readonly repository: BankCardsRepository) {}
-    private readonly prisma: PrismaService,
-    private readonly repository: BankCardsRepository,
-  ) {}
 
   async categories(userId: string) {
-    return (
+    return this.repository.categories(userId);
-      await this.prisma.expenseCategory.findMany({
-        where: { userId },
-        orderBy: [{ name: 'asc' }, { id: 'asc' }],
-      })
-    ).map(({ id, name, seedKey, version }) => ({
-      id,
-      name,
-      isDefault: seedKey === 'other',
-      version,
-    }));
   }
 
   createCategory(userId: string, value: string) {
     const label = name(value, MAX_CATEGORY_NAME_LENGTH);
-    return this.repository.write(async (tx) => {
+    return this.repository.createCategory(userId, label);
-      await this.repository.seed(tx, userId);
-      const row = await tx.expenseCategory.create({
-        data: {
-          id: randomUUID(),
-          userId,
-          name: label,
-          nameKey: label.toLocaleLowerCase('ru-RU'),
-        },
-      });
-      return {
-        id: row.id,
-        name: row.name,
-        isDefault: false,
-        version: row.version,
-      };
-    });
   }
 
   updateCategory(userId: string, id: string, value: string, version: number) {
     const label = name(value, MAX_CATEGORY_NAME_LENGTH);
-    return this.repository.write(async (tx) => {
+    return this.repository.updateCategory(userId, id, label, version);
-      const row = await tx.expenseCategory.findFirst({ where: { id, userId } });
-      if (!row) missing();
-      if (
-        (
-          await tx.expenseCategory.updateMany({
-            where: { id, userId, version },
-            data: {
-              name: label,
-              nameKey: label.toLocaleLowerCase('ru-RU'),
-              version: { increment: 1 },
-            },
-          })
-        ).count !== EXPECTED_UPDATED_CATEGORIES
-      ) {
-        conflict();
-      }
-      return {
-        id,
-        name: label,
-        isDefault: row.seedKey === 'other',
-        version: version + VERSION_INCREMENT,
-      };
-    });
   }
 }

src/modules/banking/bank-cards/application/get-bank-summary.use-case.spec.ts

@@ -1,8 +1,9 @@
-jest.mock('../../../../prisma/prisma.service', () => ({
+jest.mock('#src/prisma/prisma.service', () => ({
   PrismaService: class {},
 }));
-jest.mock('../../../../../generated/prisma/client', () => ({ Prisma: {} }));
+jest.mock('#generated/prisma/client', () => ({ Prisma: {} }));
-import { PrismaService } from '../../../../prisma/prisma.service';
+import { PrismaService } from '#src/prisma/prisma.service';
+
 import { BankCardsRepository } from '../infrastructure/bank-cards.repository';
 import { GetBankSummaryUseCase } from './get-bank-summary.use-case';
 

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

@@ -1,4 +1,5 @@
-import { ISO_DATE_LENGTH, ISO_DATE_START } from '../../../../common/time';
+import { ISO_DATE_LENGTH, ISO_DATE_START } from '#src/common/time';
+
 import { BankOperationKind } from './bank-operation-kind';
 import { ZERO_KOPECKS } from './rub-money';
 

src/modules/banking/bank-cards/domain/bank-operation.rules.spec.ts

@@ -0,0 +1,141 @@
+import { BankOperationKind } from './bank-operation-kind';
+import {
+  operationFieldConflict,
+  OperationFieldRule,
+  operationKindChanged,
+} from './bank-operation.rules';
+
+const cardId = 'card-1';
+
+function fields(
+  overrides: Partial<Parameters<typeof operationFieldConflict>[0]> = {},
+) {
+  return { kind: BankOperationKind.Topup, cardId, ...overrides };
+}
+
+describe('operationFieldConflict', () => {
+  it('allows a valid topup', () => {
+    expect(operationFieldConflict(fields())).toBeNull();
+  });
+
+  it('rejects a topup with a purchase link', () => {
+    expect(
+      operationFieldConflict(
+        fields({ originalExpenseId: 'op-1' }),
+      ),
+    ).toBe(OperationFieldRule.InvalidCombination);
+  });
+
+  it('rejects a non-transfer with a target card', () => {
+    expect(
+      operationFieldConflict(fields({ targetCardId: 'card-2' })),
+    ).toBe(OperationFieldRule.InvalidCombination);
+  });
+
+  describe('expense', () => {
+    it('allows the default category to be resolved by the service', () => {
+      expect(
+        operationFieldConflict(
+          fields({ kind: BankOperationKind.Expense }),
+        ),
+      ).toBeNull();
+    });
+
+    it('rejects a purchase link', () => {
+      expect(
+        operationFieldConflict(
+          fields({
+            kind: BankOperationKind.Expense,
+            categoryId: 'cat-1',
+            originalExpenseId: 'op-1',
+          }),
+        ),
+      ).toBe(OperationFieldRule.InvalidCombination);
+    });
+
+    it('allows a plain categorized expense', () => {
+      expect(
+        operationFieldConflict(
+          fields({ kind: BankOperationKind.Expense, categoryId: 'cat-1' }),
+        ),
+      ).toBeNull();
+    });
+  });
+
+  describe('transfer', () => {
+    it('requires a target card', () => {
+      expect(
+        operationFieldConflict(fields({ kind: BankOperationKind.Transfer })),
+      ).toBe(OperationFieldRule.MissingTargetCard);
+    });
+
+    it('rejects a transfer to the same card', () => {
+      expect(
+        operationFieldConflict(
+          fields({
+            kind: BankOperationKind.Transfer,
+            targetCardId: cardId,
+          }),
+        ),
+      ).toBe(OperationFieldRule.SameTargetCard);
+    });
+
+    it('rejects a transfer with a category or purchase link', () => {
+      expect(
+        operationFieldConflict(
+          fields({
+            kind: BankOperationKind.Transfer,
+            targetCardId: 'card-2',
+            categoryId: 'cat-1',
+          }),
+        ),
+      ).toBe(OperationFieldRule.InvalidCombination);
+      expect(
+        operationFieldConflict(
+          fields({
+            kind: BankOperationKind.Transfer,
+            targetCardId: 'card-2',
+            originalExpenseId: 'op-1',
+          }),
+        ),
+      ).toBe(OperationFieldRule.InvalidCombination);
+    });
+  });
+
+  describe('refund', () => {
+    it('requires a purchase link', () => {
+      expect(
+        operationFieldConflict(fields({ kind: BankOperationKind.Refund })),
+      ).toBe(OperationFieldRule.MissingOriginalExpense);
+    });
+
+    it('rejects a category', () => {
+      expect(
+        operationFieldConflict(
+          fields({
+            kind: BankOperationKind.Refund,
+            originalExpenseId: 'op-1',
+            categoryId: 'cat-1',
+          }),
+        ),
+      ).toBe(OperationFieldRule.InvalidCombination);
+    });
+
+    it('allows a linked refund', () => {
+      expect(
+        operationFieldConflict(
+          fields({ kind: BankOperationKind.Refund, originalExpenseId: 'op-1' }),
+        ),
+      ).toBeNull();
+    });
+  });
+});
+
+describe('operationKindChanged', () => {
+  it('flags kind and purchase link changes', () => {
+    expect(operationKindChanged('expense', 'expense', 'op-1', 'op-1')).toBe(false);
+    expect(operationKindChanged('expense', 'refund', null, null)).toBe(true);
+    expect(operationKindChanged('refund', 'refund', 'op-1', null)).toBe(true);
+    expect(operationKindChanged('refund', 'refund', null, 'op-1')).toBe(true);
+  });
+});

src/modules/banking/bank-cards/domain/bank-operation.rules.ts

@@ -0,0 +1,79 @@
+import { BankOperationKind } from './bank-operation-kind';
+
+export type OperationFields = {
+  cardId: string;
+  categoryId?: null | string;
+  kind: BankOperationKind;
+  originalExpenseId?: null | string;
+  targetCardId?: null | string;
+};
+
+export enum OperationFieldRule {
+  InvalidCombination = 'invalidCombination',
+  MissingOriginalExpense = 'missingOriginalExpense',
+  MissingTargetCard = 'missingTargetCard',
+  SameTargetCard = 'sameTargetCard',
+}
+
+function transferConflict(fields: OperationFields): null | OperationFieldRule {
+  if (!fields.targetCardId) {
+    return OperationFieldRule.MissingTargetCard;
+  }
+  if (fields.targetCardId === fields.cardId) {
+    return OperationFieldRule.SameTargetCard;
+  }
+  if (fields.categoryId || fields.originalExpenseId) {
+    return OperationFieldRule.InvalidCombination;
+  }
+  return null;
+}
+
+function expenseConflict(fields: OperationFields): null | OperationFieldRule {
+  if (fields.originalExpenseId) {
+    return OperationFieldRule.InvalidCombination;
+  }
+  // Expense without a category uses the user's default category in the service.
+  return null;
+}
+
+function refundConflict(fields: OperationFields): null | OperationFieldRule {
+  return fields.originalExpenseId
+    ? null
+    : OperationFieldRule.MissingOriginalExpense;
+}
+
+/**
+ * Pure kind/field compatibility rules for bank operations; no Prisma or Nest.
+ * Returns the first violated rule, or null when the combination is allowed.
+ */
+export function operationFieldConflict(
+  fields: OperationFields,
+): null | OperationFieldRule {
+  if (fields.kind === BankOperationKind.Transfer) {
+    return transferConflict(fields);
+  }
+  if (fields.targetCardId) return OperationFieldRule.InvalidCombination;
+  if (fields.kind === BankOperationKind.Expense) {
+    return expenseConflict(fields);
+  }
+  if (fields.categoryId) return OperationFieldRule.InvalidCombination;
+  if (fields.kind === BankOperationKind.Refund) {
+    return refundConflict(fields);
+  }
+  // Topup: no target, no category, no purchase link.
+  return fields.originalExpenseId
+    ? OperationFieldRule.InvalidCombination
+    : null;
+}
+
+export function operationKindChanged(
+  oldKind: string,
+  newKind: string,
+  oldOriginalExpenseId: null | string,
+  newOriginalExpenseId: null | string,
+): boolean {
+  return (
+    oldKind !== newKind ||
+    oldOriginalExpenseId !== newOriginalExpenseId
+  );
+}

src/modules/banking/bank-cards/domain/rub-money.ts

@@ -1,6 +1,6 @@
-import type { Money } from '../../../../common/money.types';
+import type { Money } from '#src/common/money.types';
 
-import { DECIMAL_RADIX, decimalFromString, formatDecimal } from '../../../../common/decimal';
+import { DECIMAL_RADIX, decimalFromString, formatDecimal } from '#src/common/decimal';
 
 export const ZERO_KOPECKS = 0n;
 

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

@@ -1,18 +1,24 @@
 import { Injectable } from '@nestjs/common';
 import { randomUUID } from 'node:crypto';
 
-import { Prisma } from '../../../../../generated/prisma/client';
+import { BankCard, BankCardOperation, Prisma } from '#generated/prisma/client';
-import { isPrismaErrorCode, PrismaErrorCode } from '../../../../prisma/prisma-error-code';
+import { isPrismaErrorCode, PrismaErrorCode } from '#src/prisma/prisma-error-code';
-import { PrismaService } from '../../../../prisma/prisma.service';
+import { PrismaService } from '#src/prisma/prisma.service';
+
 import {
   BankErrorCode,
   conflict,
   missing,
 } from '../application/bank-card-input';
+import { FIRST_PAGE } from '../domain/bank-card-limits';
 import { BankOperationKind } from '../domain/bank-operation-kind';
 
 const INITIAL_RETRY_COUNT = 0;
 const LAST_SEED_OFFSET = 1;
+const EXPECTED_UPDATED_CARDS = 1;
+const EXPECTED_UPDATED_OPERATIONS = 1;
+const EXPECTED_UPDATED_CATEGORIES = 1;
+const VERSION_INCREMENT = 1;
 
 type Tx = Prisma.TransactionClient;
 const TRANSACTION_MAX_WAIT_MS = 10_000;
@@ -32,6 +38,220 @@ const seeds = [
 @Injectable()
 export class BankCardsRepository {
   constructor(private readonly prisma: PrismaService) {}
+
+  read<T>(run: (tx: Tx) => Promise<T>): Promise<T> {
+    return this.prisma.$transaction(run);
+  }
+
+  cards(tx: Tx, userId: string, includeArchived = false) {
+    return tx.bankCard.findMany({
+      where: { userId, ...(includeArchived ? {} : { archivedAt: null }) },
+      orderBy: [{ createdAt: 'asc' }, { id: 'asc' }],
+    });
+  }
+
+  cardOperations(tx: Tx, card: BankCard) {
+    return tx.bankCardOperation.findMany({
+      where: {
+        userId: card.userId,
+        deletedAt: null,
+        OR: [{ cardId: card.id }, { targetCardId: card.id }],
+      },
+    });
+  }
+
+  operationById(tx: Tx, id: string) {
+    return tx.bankCardOperation.findUnique({ where: { id } });
+  }
+
+  createOperation(tx: Tx, data: Prisma.BankCardOperationUncheckedCreateInput) {
+    return tx.bankCardOperation.create({ data });
+  }
+
+  async updateOperation(
+    tx: Tx,
+    where: Prisma.BankCardOperationWhereInput,
+    data: Prisma.BankCardOperationUpdateManyMutationInput,
+  ) {
+    const result = await tx.bankCardOperation.updateMany({ where, data });
+    if (result.count !== EXPECTED_UPDATED_OPERATIONS) conflict();
+  }
+
+  category(tx: Tx, userId: string, id: string) {
+    return tx.expenseCategory.findFirst({ where: { id, userId } });
+  }
+
+  defaultCategory(tx: Tx, userId: string) {
+    return tx.expenseCategory.findUnique({
+      where: { userId_seedKey: { userId, seedKey: 'other' } },
+    });
+  }
+
+  refunds(tx: Tx, userId: string, originalExpenseId: string, excludeId?: string) {
+    return tx.bankCardOperation.findMany({
+      where: {
+        userId,
+        originalExpenseId,
+        deletedAt: null,
+        ...(excludeId ? { id: { not: excludeId } } : {}),
+      },
+    });
+  }
+
+  dependentRefund(tx: Tx, userId: string, originalExpenseId: string) {
+    return tx.bankCardOperation.findFirst({
+      where: { userId, originalExpenseId, deletedAt: null },
+    });
+  }
+
+  async operationViewData(tx: Tx, userId: string, rows: BankCardOperation[]) {
+    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 },
+      }),
+    ]);
+    return { cards, sources, categories, refunds };
+  }
+
+  async operationPage(
+    tx: Tx,
+    userId: string,
+    id: string,
+    period: undefined | { from: string; to: string },
+    limit: number,
+    page: number,
+  ) {
+    const where: Prisma.BankCardOperationWhereInput = {
+      userId,
+      deletedAt: null,
+      OR: [{ cardId: id }, { targetCardId: id }],
+      ...(period
+        ? { date: { gte: period.from, lte: period.to } }
+        : { kind: BankOperationKind.Expense }),
+    };
+    const total = await tx.bankCardOperation.count({ where });
+    const rows = await tx.bankCardOperation.findMany({
+      where,
+      orderBy: [{ date: 'desc' }, { createdAt: 'desc' }, { id: 'desc' }],
+      skip: (page - FIRST_PAGE) * limit,
+      take: limit,
+    });
+    return { total, rows };
+  }
+
+  cardById(tx: Tx, id: string) {
+    return tx.bankCard.findUnique({ where: { id } });
+  }
+
+  createCard(tx: Tx, data: Prisma.BankCardUncheckedCreateInput) {
+    return tx.bankCard.create({ data });
+  }
+
+  async updateCard(
+    tx: Tx,
+    userId: string,
+    id: string,
+    version: number,
+    data: Prisma.BankCardUpdateManyMutationInput,
+  ) {
+    const changed = await tx.bankCard.updateMany({
+      where: { id, userId, version },
+      data,
+    });
+    if (changed.count !== EXPECTED_UPDATED_CARDS) conflict();
+    return this.card(tx, userId, id);
+  }
+
+  hasOperationsBefore(tx: Tx, userId: string, id: string, openingDate: string) {
+    return tx.bankCardOperation.findFirst({
+      where: {
+        userId,
+        deletedAt: null,
+        date: { lt: openingDate },
+        OR: [{ cardId: id }, { targetCardId: id }],
+      },
+    });
+  }
+
+  async categories(userId: string) {
+    return (
+      await this.prisma.expenseCategory.findMany({
+        where: { userId },
+        orderBy: [{ name: 'asc' }, { id: 'asc' }],
+      })
+    ).map(({ id, name, seedKey, version }) => ({
+      id,
+      name,
+      isDefault: seedKey === 'other',
+      version,
+    }));
+  }
+
+  createCategory(userId: string, label: string) {
+    return this.write(async (tx) => {
+      await this.seed(tx, userId);
+      const row = await tx.expenseCategory.create({
+        data: {
+          id: randomUUID(),
+          userId,
+          name: label,
+          nameKey: label.toLocaleLowerCase('ru-RU'),
+        },
+      });
+      return {
+        id: row.id,
+        name: row.name,
+        isDefault: false,
+        version: row.version,
+      };
+    });
+  }
+
+  updateCategory(userId: string, id: string, label: string, version: number) {
+    return this.write(async (tx) => {
+      const row = await tx.expenseCategory.findFirst({ where: { id, userId } });
+      if (!row) missing();
+      if (
+        (
+          await tx.expenseCategory.updateMany({
+            where: { id, userId, version },
+            data: {
+              name: label,
+              nameKey: label.toLocaleLowerCase('ru-RU'),
+              version: { increment: 1 },
+            },
+          })
+        ).count !== EXPECTED_UPDATED_CATEGORIES
+      ) {
+        conflict();
+      }
+      return {
+        id,
+        name: label,
+        isDefault: row.seedKey === 'other',
+        version: version + VERSION_INCREMENT,
+      };
+    });
+  }
+
   async write<T>(run: (tx: Tx) => Promise<T>): Promise<T> {
     for (let attempt = INITIAL_RETRY_COUNT; ; attempt++) {
       try {

src/modules/banking/bank-cards/presentation/bank-card.dto.ts

@@ -24,7 +24,8 @@ import {
   ValidateNested,
 } from 'class-validator';
 
-import { MoneyDto } from '../../../../common/money.dto';
+import { MoneyDto } from '#src/common/money.dto';
+
 import {
   FIRST_PAGE,
   MAX_CARD_NAME_LENGTH,

src/modules/banking/bank-cards/presentation/bank-cards.controller.ts

@@ -29,8 +29,9 @@ import {
 import {
   ApiProblemResponses,
   ProblemDetailsDto,
-} from '../../../../common/decorators/api-safe-error-response.decorator';
+} from '#src/common/decorators/api-safe-error-response.decorator';
-import { AccessPayload, JwtAuthGuard } from '../../../auth/auth.api';
+import { AccessPayload, JwtAuthGuard } from '#src/modules/auth/auth.api';
+
 import { BankCardsService } from '../application/bank-cards.service';
 import { BankOperationsService } from '../application/bank-operations.service';
 import { ExpenseCategoriesService } from '../application/expense-categories.service';

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

@@ -1,6 +1,7 @@
 import { ApiProperty } from '@nestjs/swagger';
 
-import { MoneyDto } from '../../../common/money.dto';
+import { MoneyDto } from '#src/common/money.dto';
+
 import { InvestmentResourceMetaDto } from '../investment-resource.dto';
 import { PortfolioStructureDto } from '../portfolio/portfolio.api';
 import { HourlySyncStatusDto } from '../tbank-sync/tbank-sync.dto';

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

@@ -3,7 +3,8 @@ import type { Request } from 'express';
 import { Controller, Get, Req, UseGuards } from '@nestjs/common';
 import { ApiBearerAuth, ApiOkResponse, ApiTags } from '@nestjs/swagger';
 
-import { ApiProblemResponses } from '../../../common/decorators/api-safe-error-response.decorator';
+import { ApiProblemResponses } from '#src/common/decorators/api-safe-error-response.decorator';
+
 import { AccessPayload, JwtAuthGuard } from '../../auth/auth.api';
 import { BrokerageAccountsResourceDto } from './brokerage-account.dto';
 import { BrokerageAccountsService } from './brokerage-accounts.service';

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

@@ -1,6 +1,7 @@
 import { Module } from '@nestjs/common';
 
-import { TbankModule } from '../../../integrations/tbank/tbank.module';
+import { TbankModule } from '#src/integrations/tbank/tbank.module';
+
 import { AuthModule } from '../../auth/auth.module';
 import { PortfolioModule } from '../portfolio/portfolio.module';
 import { TbankSyncRepositoryModule } from '../tbank-sync/tbank-sync-repository.module';

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

@@ -1,4 +1,4 @@
-jest.mock('../../../prisma/prisma.service', () => ({
+jest.mock('#src/prisma/prisma.service', () => ({
   PrismaService: class {},
 }));
 import { investmentResourceMeta } from '../investment-resource.mapper';

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

@@ -7,7 +7,8 @@ import {
   formatDecimal,
   isZero,
   multiply,
-} from '../../../common/decimal';
+} from '#src/common/decimal';
+
 import { investmentResourceMeta } from '../investment-resource.mapper';
 import { sumMoneyByCurrency } from '../portfolio/domain/portfolio-totals';
 import { PortfolioPositionDto, PortfolioService } from '../portfolio/portfolio.api';

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

@@ -3,9 +3,9 @@ import type { Request } from 'express';
 import { Controller, Get, Param, Query, Req, UseGuards } from '@nestjs/common';
 import { ApiBearerAuth, ApiOkResponse, ApiTags } from '@nestjs/swagger';
 
-import { ApiProblemResponses } from '../../../common/decorators/api-safe-error-response.decorator';
+import { ApiProblemResponses } from '#src/common/decorators/api-safe-error-response.decorator';
+
 import { AccessPayload, JwtAuthGuard } from '../../auth/auth.api';
-import { InvestmentReadQueryDto } from '../investment-resource.dto';
 import {
   IncomeAnalyticsQueryDto,
   IncomeAnalyticsResourceDto,
@@ -25,12 +25,10 @@ export class IncomeAnalyticsController {
   @ApiOkResponse({ type: IncomeSummaryResourceDto })
   allSummary(
     @Req() request: Request & { user: AccessPayload },
-    @Query() query: InvestmentReadQueryDto,
   ) {
     return this.income.summary(
       request.user.sub,
       'all',
-      query.sync === 'observe',
     );
   }
 
@@ -45,7 +43,6 @@ export class IncomeAnalyticsController {
       'all',
       query.from,
       query.to,
-      query.sync === 'observe',
     );
   }
 
@@ -54,12 +51,10 @@ export class IncomeAnalyticsController {
   summary(
     @Req() request: Request & { user: AccessPayload },
     @Param('accountId') accountId: string,
-    @Query() query: InvestmentReadQueryDto,
   ) {
     return this.income.summary(
       request.user.sub,
       accountId,
-      query.sync === 'observe',
     );
   }
 
@@ -75,7 +70,6 @@ export class IncomeAnalyticsController {
       accountId,
       query.from,
       query.to,
-      query.sync === 'observe',
     );
   }
 }

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

@@ -1,17 +1,17 @@
 import { ApiProperty, ApiPropertyOptional } from '@nestjs/swagger';
 import { IsOptional, Matches } from 'class-validator';
 
-import { MoneyDto } from '../../../common/money.dto';
+import { MoneyDto } from '#src/common/money.dto';
+
 import {
   InvestmentDependencyDto,
-  InvestmentReadQueryDto,
   InvestmentResourceMetaDto,
 } from '../investment-resource.dto';
 import { BrokerageOperationDto } from '../operations/operations.api';
 
 const dateOnly = /^\d{4}-\d{2}-\d{2}$/;
 
-export class IncomeAnalyticsQueryDto extends InvestmentReadQueryDto {
+export class IncomeAnalyticsQueryDto {
   @ApiPropertyOptional({
     format: 'date',
     description:

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

@@ -1,4 +1,4 @@
-jest.mock('../../../prisma/prisma.service', () => ({
+jest.mock('#src/prisma/prisma.service', () => ({
   PrismaService: class {},
 }));
 jest.mock('../operations/application/brokerage-operations.service', () => ({

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

@@ -6,8 +6,9 @@ import {
   compare,
   decimalFromString,
   formatDecimal,
-} from '../../../common/decimal';
+} from '#src/common/decimal';
-import { isTbankProtocolValue, TbankOperationType } from '../../../integrations/tbank/tbank-protocol';
+import { isTbankProtocolValue, TbankOperationType } from '#src/integrations/tbank/tbank-protocol';
+
 import { DateOnlyRange, moscowDate } from '../investment-calendar';
 import { investmentResourceMeta } from '../investment-resource.mapper';
 import {
@@ -43,14 +44,12 @@ export class IncomeAnalyticsService {
   async summary(
     userId: string,
     accountId: string,
-    observe = false,
   ): Promise<IncomeSummaryResourceDto> {
     const plan = planIncomePeriod(undefined, undefined);
     const [selected] = await this.operations.collectRanges(
       userId,
       accountId,
       () => [plan.selected],
-      observe,
     );
     if (selected.items === null) return { data: null, meta: selected.meta };
     assert(selected.meta.lastSuccessfulAt);
@@ -70,14 +69,12 @@ export class IncomeAnalyticsService {
     accountId: string,
     from: string | undefined,
     to: string | undefined,
-    observe = false,
   ): Promise<IncomeAnalyticsResourceDto> {
     const plan = planIncomePeriod(from, to);
     const [current] = await this.operations.collectRanges(
       userId,
       accountId,
       () => [plan.selected],
-      observe,
     );
     const dependencies: IncomeDependencyDto[] = [
       { ...current.meta, role: 'selected' },

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

@@ -1,6 +1,7 @@
 import { BadRequestException } from '@nestjs/common';
 
-import { ISO_DATE_LENGTH, ISO_DATE_START, MILLISECONDS_PER_DAY } from '../../../common/time';
+import { ISO_DATE_LENGTH, ISO_DATE_START, MILLISECONDS_PER_DAY } from '#src/common/time';
+
 import {
   DateOnlyRange,
   dateParts,

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

@@ -4,7 +4,7 @@ jest.mock('../infrastructure/candle.repository', () => ({
 jest.mock('./catalog-enrichment.service', () => ({
   CatalogEnrichmentService: class {},
 }));
-jest.mock('../../../../integrations/tbank/tbank.api', () => ({
+jest.mock('#src/integrations/tbank/tbank.api', () => ({
   TbankAccessService: class {},
   TbankClient: class {},
 }));

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

@@ -5,15 +5,16 @@ import {
 } from '@nestjs/common';
 import { randomUUID } from 'node:crypto';
 
-import { StructuredLogger } from '../../../../common/logging/structured-logger.service';
+import { StructuredLogger } from '#src/common/logging/structured-logger.service';
-import { MILLISECONDS_PER_DAY } from '../../../../common/time';
+import { MILLISECONDS_PER_DAY } from '#src/common/time';
-import { isTbankErrorCode, TbankErrorCode } from '../../../../integrations/tbank/tbank-error-code';
+import { isTbankErrorCode, TbankErrorCode } from '#src/integrations/tbank/tbank-error-code';
 import {
   TbankAccessService,
   TbankClient,
   type TbankShare,
   type TbankSyncAttempt,
-} from '../../../../integrations/tbank/tbank.api';
+} from '#src/integrations/tbank/tbank.api';
+
 import { investmentResourceMeta } from '../../investment-resource.mapper';
 import {
   candleGaps,
@@ -98,7 +99,7 @@ export class CandleService {
     private readonly logger: StructuredLogger,
   ) {}
 
-  async read(userId: string, input: CandleInput, observe = false) {
+  async read(userId: string, input: CandleInput) {
     const { revision } = await this.access.local(userId);
     const [detail] = await this.sources.readMany(
       userId,
@@ -118,7 +119,7 @@ export class CandleService {
     const hasCompleteRange = Boolean(
       range && saved && candleGaps(range, saved.coverage, now).length === NO_CANDLE_GAPS,
     );
-    if (!observe && (!saved || !hasCompleteRange)) {
+    if (!saved || !hasCompleteRange) {
       await this.request(userId, revision, input, now);
     }
     const work = await this.repository.work(userId, revision, scope(input));

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

@@ -8,16 +8,15 @@ import {
   TbankAccessService,
   TbankClient,
   tbankSourceTtlMs,
-} from '../../../../integrations/tbank/tbank.api';
+} from '#src/integrations/tbank/tbank.api';
+
 import { investmentResourceMeta } from '../../investment-resource.mapper';
 import { InstrumentErrorCode } from '../domain/instrument-error-code';
 import {
-  CatalogDiscoveryRepository,
   catalogQuery,
   type CatalogQuery,
   catalogScope,
 } from '../infrastructure/catalog-discovery.repository';
-import { CatalogEnrichmentService } from './catalog-enrichment.service';
 import {
   catalogSearchLimit,
   selectCatalogInstruments,
@@ -25,7 +24,6 @@ import {
 import { publicInstrument } from './public-instrument';
 
 const UNAMBIGUOUS_MATCH_COUNT = 1;
-const NO_MATCHES = 0;
 const FIRST_RESULT_OFFSET = 0;
 
 const tickerAmbiguityLimit = 2;
@@ -33,203 +31,56 @@ const tickerAmbiguityLimit = 2;
 @Injectable()
 export class CatalogDiscoveryService {
   constructor(
-    private readonly repository: CatalogDiscoveryRepository,
     private readonly access: TbankAccessService,
     private readonly tbank: TbankClient,
-    private readonly enrichment: CatalogEnrichmentService,
   ) {}
 
-  async read(userId: string, input: CatalogQuery) {
+  async search(userId: string, input: CatalogQuery) {
-    input = catalogQuery(input);
+    return this.onlineSearch(userId, catalogQuery(input));
-    const connection = await this.access.local(userId);
-    const saved = await this.repository.read(input);
-    return {
-      data: saved.data,
-      meta: investmentResourceMeta({
-        resourceKey: catalogScope(input),
-        dataRevision: saved.dataRevision,
-        availability: saved.data === null ? 'missing' : 'complete',
-        fetchedAt: saved.fetchedAt,
-        freshForMs: Number.MAX_SAFE_INTEGER,
-        work: await this.repository.work(userId, connection.revision, input),
-      }),
-    };
-  }
-
-  async search(userId: string, input: CatalogQuery, observe = false) {
-    if (!observe) return this.onlineSearch(userId, catalogQuery(input));
-    const discovery = await this.read(userId, input);
-    const sources = discovery.data
-      ? await this.enrichment.readMany(
-          userId,
-          input.instrumentType,
-          discovery.data.map((item) => item.uid),
-          observe,
-        )
-      : [];
-    const dependencies = [
-      discovery.meta,
-      ...sources.map((source) => source.meta),
-    ];
-    return {
-      data:
-        discovery.data?.map((short) => ({
-          ...short,
-          detail:
-            sources.find(
-              (source) =>
-                source.input.uid === short.uid &&
-                source.input.kind === 'detail',
-            )?.instrument ?? null,
-          price:
-            sources.find(
-              (source) =>
-                source.input.uid === short.uid &&
-                source.input.kind === 'last-price',
-            )?.price ?? null,
-        })) ?? null,
-      meta: investmentResourceMeta({
-        resourceKey: `search:${catalogScope(catalogQuery(input))}`,
-        dataRevision: dependencies
-          .map((dependency) => dependency.dataRevision)
-          .join('/'),
-        availability:
-          discovery.data === null
-            ? 'missing'
-            : sources.every((source) => source.meta.completeness === 'complete')
-              ? 'complete'
-              : 'partial',
-        fetchedAt: discovery.meta.lastSuccessfulAt
-          ? new Date(discovery.meta.lastSuccessfulAt)
-          : null,
-        freshForMs: Number.MAX_SAFE_INTEGER,
-        work: discovery.meta.sync.id
-          ? {
-              id: discovery.meta.sync.id,
-              state: discovery.meta.sync.state,
-              errorCode: discovery.meta.sync.errorCode,
-            }
-          : null,
-        dependencies,
-      }),
-    };
   }
 
   async detail(
     userId: string,
     instrumentType: 'bond' | 'share',
     uid: string,
-    observe = false,
   ) {
-    if (!observe) {
+    const instrument = await this.access.online(userId, ({ token }) =>
-      const instrument = await this.access.online(userId, ({ token }) =>
+      instrumentType === 'share'
-        instrumentType === 'share'
+        ? this.tbank.getShare(token, uid)
-          ? this.tbank.getShare(token, uid)
+        : 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 },
-        meta: investmentResourceMeta({
-          resourceKey: `${instrumentType}/detail/${uid}`,
-          dataRevision: `online:${Date.now()}`,
-          availability: 'complete',
-          fetchedAt: new Date(),
-          freshForMs: tbankSourceTtlMs.portfolio,
-          work: null,
-        }),
-      };
-    }
-    const sources = await this.enrichment.readMany(
-      userId,
-      instrumentType,
-      [uid],
-      observe,
-      ['detail'],
     );
-    const source = sources[0];
+    if (!instrument) throw new NotFoundException();
-    if (source.meta.completeness === 'complete' && !source.instrument) {
-      throw new NotFoundException();
-    }
-    const instrument = source.instrument;
-    let slug = uid;
-    const dependencies = [source.meta];
-    if (
-      instrument?.ticker &&
-      /^[A-Z0-9][\w.@+-]{0,79}$/i.test(instrument.ticker)
-    ) {
-      const alias = await this.read(userId, {
-        instrumentType,
-        query: instrument.ticker,
-        exactTicker: true,
-      });
-      if (alias.data?.length === UNAMBIGUOUS_MATCH_COUNT && alias.data[0].uid === uid) {
-        slug = instrument.ticker.toUpperCase();
-      }
-      dependencies.push(alias.meta);
-    }
     return {
-      data: instrument ? { ...instrument, uid, slug } : null,
+      data: { ...publicInstrument({ ...instrument, uid }), uid, slug: instrument.ticker?.toUpperCase() ?? uid },
       meta: investmentResourceMeta({
         resourceKey: `${instrumentType}/detail/${uid}`,
-        dataRevision: dependencies
+        dataRevision: `online:${Date.now()}`,
-          .map((dependency) => dependency.dataRevision)
+        availability: 'complete',
-          .join('/'),
+        fetchedAt: new Date(),
-        availability: source.meta.availability,
-        fetchedAt: source.meta.lastSuccessfulAt
-          ? new Date(source.meta.lastSuccessfulAt)
-          : null,
         freshForMs: tbankSourceTtlMs.portfolio,
-        work: source.meta.sync.id
+        work: null,
-          ? {
-              id: source.meta.sync.id,
-              state: source.meta.sync.state,
-              errorCode: source.meta.sync.errorCode,
-            }
-          : null,
-        dependencies,
       }),
     };
   }
 
-  // eslint-disable-next-line sonarjs/cognitive-complexity -- Online and observe paths intentionally preserve distinct error semantics.
   async byTicker(
     userId: string,
     instrumentType: 'bond' | 'share',
     ticker: string,
-    observe = false,
   ) {
-    if (!observe) {
+    const query = ticker.trim().toUpperCase();
-      const query = ticker.trim().toUpperCase();
+    const found = await this.access.online(userId, ({ token }) =>
-      const found = await this.access.online(userId, ({ token }) =>
+      instrumentType === 'share'
-        instrumentType === 'share'
+        ? this.tbank.findShares(token, query)
-          ? this.tbank.findShares(token, query)
+        : this.tbank.findBonds(token, query),
-          : this.tbank.findBonds(token, query),
+    );
-      );
+    const matches = selectCatalogInstruments(
-      const matches = selectCatalogInstruments(
+      found.filter((item) => item.ticker?.trim().toUpperCase() === query),
-        found.filter((item) => item.ticker?.trim().toUpperCase() === query),
+      query,
-        query,
-        instrumentType,
-      ).slice(FIRST_RESULT_OFFSET, tickerAmbiguityLimit);
-      if (!matches.length) throw new NotFoundException();
-      if (matches.length > UNAMBIGUOUS_MATCH_COUNT) {
-        throw new ConflictException({
-          code:
-            instrumentType === 'share'
-              ? InstrumentErrorCode.StockTickerAmbiguous
-              : InstrumentErrorCode.BondTickerAmbiguous,
-        });
-      }
-      const result = await this.detail(userId, instrumentType, matches[0].uid);
-      return { ...result, data: result.data ? { ...result.data, slug: query } : null };
-    }
-    const lookup = await this.read(userId, {
       instrumentType,
-      query: ticker,
+    ).slice(FIRST_RESULT_OFFSET, tickerAmbiguityLimit);
-      exactTicker: true,
+    if (!matches.length) throw new NotFoundException();
-    });
+    if (matches.length > UNAMBIGUOUS_MATCH_COUNT) {
-    if (lookup.data?.length === NO_MATCHES) throw new NotFoundException();
-    if (lookup.data && lookup.data.length > UNAMBIGUOUS_MATCH_COUNT) {
       throw new ConflictException({
         code:
           instrumentType === 'share'
@@ -237,34 +88,8 @@ export class CatalogDiscoveryService {
             : InstrumentErrorCode.BondTickerAmbiguous,
       });
     }
-    const result = lookup.data
+    const result = await this.detail(userId, instrumentType, matches[0].uid);
-      ? await this.detail(userId, instrumentType, lookup.data[0].uid, observe)
+    return { ...result, data: result.data ? { ...result.data, slug: query } : null };
-      : null;
-    const dependencies = [lookup.meta, ...(result ? [result.meta] : [])];
-    return {
-      data: result?.data
-        ? { ...result.data, slug: ticker.trim().toUpperCase() }
-        : null,
-      meta: investmentResourceMeta({
-        resourceKey: `${instrumentType}/ticker/${ticker.trim().toUpperCase()}`,
-        dataRevision: dependencies
-          .map((dependency) => dependency.dataRevision)
-          .join('/'),
-        availability: result?.meta.availability ?? 'missing',
-        fetchedAt: lookup.meta.lastSuccessfulAt
-          ? new Date(lookup.meta.lastSuccessfulAt)
-          : null,
-        freshForMs: tbankSourceTtlMs.portfolio,
-        work: lookup.meta.sync.id
-          ? {
-              id: lookup.meta.sync.id,
-              state: lookup.meta.sync.state,
-              errorCode: lookup.meta.sync.errorCode,
-            }
-          : null,
-        dependencies,
-      }),
-    };
   }
 
   private async onlineSearch(userId: string, input: CatalogQuery) {

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

@@ -1,8 +1,8 @@
 import { Injectable, NotFoundException } from '@nestjs/common';
 import { randomUUID } from 'node:crypto';
 
-import { StructuredLogger } from '../../../../common/logging/structured-logger.service';
+import { StructuredLogger } from '#src/common/logging/structured-logger.service';
-import { isTbankErrorCode, TbankErrorCode } from '../../../../integrations/tbank/tbank-error-code';
+import { isTbankErrorCode, TbankErrorCode } from '#src/integrations/tbank/tbank-error-code';
 import {
   TbankAccessService,
   TbankClient,
@@ -10,7 +10,8 @@ import {
   tbankSourceNeedsRefresh,
   tbankSourceTtlMs,
   type TbankSyncAttempt,
-} from '../../../../integrations/tbank/tbank.api';
+} from '#src/integrations/tbank/tbank.api';
+
 import { investmentResourceMeta } from '../../investment-resource.mapper';
 import {
   CatalogDiscoveryRepository,
@@ -221,9 +222,8 @@ export class CatalogEnrichmentService {
     instrumentType: 'bond' | 'share',
     uid: string,
     section: 'company' | 'metrics' | 'quote',
-    observe = false,
   ) {
-    if (section === 'company' && !observe) {
+    if (section === 'company') {
       const { description, fundamentals, instrument } = await this.access.online(userId, async ({ token }) => {
         const instrument =
           instrumentType === 'share'
@@ -253,25 +253,22 @@ export class CatalogEnrichmentService {
         observedAt: meta.lastSuccessfulAt ?? new Date().toISOString(),
       };
     }
-    const kinds: CatalogSource['kind'][] =
+    const kinds: CatalogSource['kind'][] = [
-      section === 'company'
+      ...(instrumentType === 'bond'
-        ? ['detail', 'description', 'fundamentals']
+        ? ['bond-current' as const]
-        : [
+        : ['detail' as const]),
-            ...(instrumentType === 'bond'
+      'last-price',
-              ? ['bond-current' as const]
+      'trading-status',
-              : ['detail' as const]),
+      'comparison',
-            'last-price',
+      ...(section === 'metrics'
-            'trading-status',
+        ? ['coupons' as const, 'yield' as const, 'rating' as const]
-            'comparison',
+        : []),
-            ...(section === 'metrics'
+    ];
-              ? ['coupons' as const, 'yield' as const, 'rating' as const]
-              : []),
-          ];
     const sources = await this.readMany(
       userId,
       instrumentType,
       [uid],
-      observe,
+      false,
       kinds,
     );
     const first = sources[0];
@@ -299,7 +296,7 @@ export class CatalogEnrichmentService {
       fetchedAt: first.meta.lastSuccessfulAt
         ? new Date(first.meta.lastSuccessfulAt)
         : null,
-      freshForMs: section === 'company' ? Number.MAX_SAFE_INTEGER : tbankSourceTtlMs.quote,
+      freshForMs: tbankSourceTtlMs.quote,
       work: null,
       dependencies,
     });

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

@@ -1,6 +1,6 @@
-import type { TbankShare } from '../../../../integrations/tbank/tbank.api';
+import type { TbankShare } from '#src/integrations/tbank/tbank.api';
 
-import { TbankInstrumentType } from '../../../../integrations/tbank/tbank-protocol';
+import { TbankInstrumentType } from '#src/integrations/tbank/tbank-protocol';
 
 export const catalogSearchLimit = 30;
 

src/modules/investments/instruments/application/catalog-source.loader.ts

@@ -3,13 +3,13 @@ import { Injectable } from '@nestjs/common';
 import {
   decimalFromString,
   divide,
-} from '../../../../common/decimal';
+} from '#src/common/decimal';
 import {
   MILLISECONDS_PER_DAY,
   MILLISECONDS_PER_SECOND,
-} from '../../../../common/time';
+} from '#src/common/time';
-import { type MoexBondEvent, MoexClient } from '../../../../integrations/moex/moex.api';
+import { type MoexBondEvent, MoexClient } from '#src/integrations/moex/moex.api';
-import { NcrRatingsClient } from '../../../../integrations/ncr/ncr.api';
+import { NcrRatingsClient } from '#src/integrations/ncr/ncr.api';
 import {
   type TbankBond,
   type TbankCandle,
@@ -20,7 +20,8 @@ import {
   type TbankLastPrice,
   type TbankShare,
   type TbankSyncAttempt,
-} from '../../../../integrations/tbank/tbank.api';
+} from '#src/integrations/tbank/tbank.api';
+
 import { candleGaps, utcDay } from '../domain/candle-coverage';
 import { CandleRepository } from '../infrastructure/candle.repository';
 import {

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

@@ -1,9 +1,9 @@
 import type {
   TbankCandle,
   TbankTimestamp,
-} from '../../../../integrations/tbank/tbank.api';
+} from '#src/integrations/tbank/tbank.api';
 
-import { ISO_DATE_LENGTH, ISO_DATE_START, MILLISECONDS_PER_SECOND } from '../../../../common/time';
+import { ISO_DATE_LENGTH, ISO_DATE_START, MILLISECONDS_PER_SECOND } from '#src/common/time';
 
 const MIN_TIMESTAMP_SECONDS_EXCLUSIVE = 0;
 

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

@@ -4,8 +4,9 @@ import {
   divide,
   formatDecimal,
   multiply,
-} from '../../../../common/decimal';
+} from '#src/common/decimal';
-import { MoneyDto } from '../../../../common/money.dto';
+import { MoneyDto } from '#src/common/money.dto';
+
 import {
   PortfolioDto,
   PortfolioPositionDto,

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

@@ -1,7 +1,7 @@
 import type {
   TbankBond,
   TbankShare,
-} from '../../../../integrations/tbank/tbank.api';
+} from '#src/integrations/tbank/tbank.api';
 
 import { publicInstrument } from './public-instrument';
 

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

@@ -1,7 +1,7 @@
 import type {
   TbankBond,
   TbankShare,
-} from '../../../../integrations/tbank/tbank.api';
+} from '#src/integrations/tbank/tbank.api';
 
 export function publicInstrument(value: TbankBond | TbankShare) {
   const bond = value as TbankBond;

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

@@ -1,9 +1,10 @@
 import { Injectable } from '@nestjs/common';
 
-import type { TbankBond } from '../../../../../integrations/tbank/tbank.api';
+import type { TbankBond } from '#src/integrations/tbank/tbank.api';
+
+import { formatDecimal } from '#src/common/decimal';
+import { decimal } from '#src/integrations/tbank/decimal';
 
-import { formatDecimal } from '../../../../../common/decimal';
-import { decimal } from '../../../../../integrations/tbank/decimal';
 import { CatalogDiscoveryService } from '../../application/catalog-discovery.service';
 import { timestamp } from '../../application/instrument-market';
 import {
@@ -14,7 +15,8 @@ import {
 
 type IdentifiedBond = TbankBond & { uid: string };
 
-import { ISO_DATE_LENGTH, ISO_DATE_START } from '../../../../../common/time';
+import { ISO_DATE_LENGTH, ISO_DATE_START } from '#src/common/time';
+
 import { money } from '../infrastructure/bond-money.mapper';
 
 const MIN_LOT_EXCLUSIVE = 0;
@@ -25,12 +27,10 @@ export class BondCatalogService {
   async search(
     userId: string,
     query: string,
-    observe = false,
   ): Promise<BondSearchResourceDto> {
     const result = await this.discovery.search(
       userId,
       { instrumentType: 'bond', query },
-      observe,
     );
     return {
       ...result,
@@ -58,9 +58,8 @@ export class BondCatalogService {
   async get(
     userId: string,
     uid: string,
-    observe = false,
   ): Promise<BondResourceDto> {
-    const result = await this.discovery.detail(userId, 'bond', uid, observe);
+    const result = await this.discovery.detail(userId, 'bond', uid);
     return {
       ...result,
       data: result.data
@@ -72,13 +71,11 @@ export class BondCatalogService {
   async getByTicker(
     userId: string,
     ticker: string,
-    observe = false,
   ): Promise<BondResourceDto> {
     const result = await this.discovery.byTicker(
       userId,
       'bond',
       ticker,
-      observe,
     );
     return {
       ...result,

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

@@ -5,19 +5,20 @@ import {
   divide,
   formatDecimal,
   multiply,
-} from '../../../../../common/decimal';
+} from '#src/common/decimal';
-import { ISO_DATE_LENGTH, ISO_DATE_START } from '../../../../../common/time';
+import { ISO_DATE_LENGTH, ISO_DATE_START } from '#src/common/time';
-import { isTbankProtocolValue, TbankCouponType } from '../../../../../integrations/tbank/tbank-protocol';
+import { isTbankProtocolValue, TbankCouponType } from '#src/integrations/tbank/tbank-protocol';
 import {
   TbankAccessService,
   type TbankBond,
   type TbankCoupon,
   tbankSourceNeedsRefresh,
-} from '../../../../../integrations/tbank/tbank.api';
+} from '#src/integrations/tbank/tbank.api';
 import {
   ForecastService,
   PortfolioService,
-} from '../../../portfolio/portfolio.api';
+} from '#src/modules/investments/portfolio/portfolio.api';
+
 import {
   CatalogEnrichmentService,
   type CatalogPayload,
@@ -54,14 +55,12 @@ export class BondIncomeService {
   async metrics(
     userId: string,
     uid: string,
-    observe = false,
   ): Promise<BondMetricsResourceDto> {
     const result = await this.sources.section(
       userId,
       'bond',
       uid,
       'metrics',
-      observe,
     );
     return {
       data: result.values.instrument
@@ -82,7 +81,6 @@ export class BondIncomeService {
   async coupons(
     userId: string,
     uid: string,
-    observe = false,
   ): Promise<BondCouponsResourceDto> {
     const connection = await this.access.local(userId);
     const today = moscowDay(new Date().toISOString());
@@ -93,7 +91,7 @@ export class BondIncomeService {
       userId,
       'bond',
       [uid],
-      observe,
+      false,
       ['detail', 'coupons'],
       { from, to },
     );

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

@@ -1,6 +1,6 @@
 import { Injectable } from '@nestjs/common';
 
-import type { TbankBond } from '../../../../../integrations/tbank/tbank.api';
+import type { TbankBond } from '#src/integrations/tbank/tbank.api';
 
 import {
   add,
@@ -9,9 +9,10 @@ import {
   formatDecimal,
   multiply,
   subtract,
-} from '../../../../../common/decimal';
+} from '#src/common/decimal';
-import { ISO_DATE_LENGTH, ISO_DATE_START } from '../../../../../common/time';
+import { ISO_DATE_LENGTH, ISO_DATE_START } from '#src/common/time';
-import { decimal } from '../../../../../integrations/tbank/decimal';
+import { decimal } from '#src/integrations/tbank/decimal';
+
 import { CandleService } from '../../application/candle.service';
 import {
   CatalogEnrichmentService,
@@ -38,14 +39,12 @@ export class BondMarketService {
   async quote(
     userId: string,
     uid: string,
-    observe = false,
   ): Promise<BondQuoteResourceDto> {
     const result = await this.sources.section(
       userId,
       'bond',
       uid,
       'quote',
-      observe,
     );
     return {
       data: result.values.instrument
@@ -59,12 +58,10 @@ export class BondMarketService {
     userId: string,
     uid: string,
     period: BondCandlesQueryDto['period'] = 'month',
-    observe = false,
   ) {
     return this.history.read(
       userId,
       { uid, instrumentType: 'bond', period },
-      observe,
     );
   }
 }

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

@@ -1,9 +1,9 @@
-import type { PortfolioDto } from '../../../portfolio/portfolio.api';
+import type { PortfolioDto } from '#src/modules/investments/portfolio/portfolio.api';
 
 import { instrumentPosition } from '../../application/instrument-position';
 import { bondCoupons, bondMetrics } from './bond-income.service';
 import { bondQuote } from './bond-market.service';
-jest.mock('../../../../../prisma/prisma.service', () => ({
+jest.mock('#src/prisma/prisma.service', () => ({
   PrismaService: class {},
 }));
 const time = (value: string) => ({ seconds: String(Date.parse(value) / 1000) });

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

@@ -1,6 +1,6 @@
-import { formatDecimal } from '../../../../../common/decimal';
+import { formatDecimal } from '#src/common/decimal';
-import { decimal } from '../../../../../integrations/tbank/decimal';
+import { decimal } from '#src/integrations/tbank/decimal';
-import { type TbankMoney } from '../../../../../integrations/tbank/tbank.api';
+import { type TbankMoney } from '#src/integrations/tbank/tbank.api';
 
 export function money(value?: TbankMoney) {
   const currency = value?.currency?.toUpperCase();

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

@@ -11,9 +11,9 @@ import {
 } from '@nestjs/common';
 import { ApiBearerAuth, ApiOkResponse, ApiTags } from '@nestjs/swagger';
 
-import { ApiProblemResponses } from '../../../../../common/decorators/api-safe-error-response.decorator';
+import { ApiProblemResponses } from '#src/common/decorators/api-safe-error-response.decorator';
-import { AccessPayload, JwtAuthGuard } from '../../../../auth/auth.api';
+import { AccessPayload, JwtAuthGuard } from '#src/modules/auth/auth.api';
-import { InvestmentReadQueryDto } from '../../../investment-resource.dto';
+
 import { BondCatalogService } from '../application/bond-catalog.service';
 import { BondIncomeService } from '../application/bond-income.service';
 import { BondMarketService } from '../application/bond-market.service';
@@ -47,9 +47,8 @@ export class BondController {
   metrics(
     @Req() request: Request & { user: AccessPayload },
     @Param('uid', new ParseUUIDPipe()) uid: string,
-    @Query() query: InvestmentReadQueryDto,
   ) {
-    return this.income.metrics(request.user.sub, uid, query.sync === 'observe');
+    return this.income.metrics(request.user.sub, uid);
   }
 
   @Get()
@@ -61,7 +60,6 @@ export class BondController {
     return this.bonds.search(
       request.user.sub,
       query.query,
-      query.sync === 'observe',
     );
   }
 
@@ -70,12 +68,10 @@ export class BondController {
   getByTicker(
     @Req() request: Request & { user: AccessPayload },
     @Param() params: BondTickerParamsDto,
-    @Query() query: InvestmentReadQueryDto,
   ) {
     return this.bonds.getByTicker(
       request.user.sub,
       params.ticker,
-      query.sync === 'observe',
     );
   }
 
@@ -84,9 +80,8 @@ export class BondController {
   get(
     @Req() request: Request & { user: AccessPayload },
     @Param('uid', new ParseUUIDPipe()) uid: string,
-    @Query() query: InvestmentReadQueryDto,
   ) {
-    return this.bonds.get(request.user.sub, uid, query.sync === 'observe');
+    return this.bonds.get(request.user.sub, uid);
   }
 
   @Get(':uid/quote')
@@ -94,9 +89,8 @@ export class BondController {
   quote(
     @Req() request: Request & { user: AccessPayload },
     @Param('uid', new ParseUUIDPipe()) uid: string,
-    @Query() query: InvestmentReadQueryDto,
   ) {
-    return this.market.quote(request.user.sub, uid, query.sync === 'observe');
+    return this.market.quote(request.user.sub, uid);
   }
 
   @Get(':uid/candles')
@@ -110,7 +104,6 @@ export class BondController {
       request.user.sub,
       uid,
       query.period,
-      query.sync === 'observe',
     );
   }
 
@@ -128,8 +121,7 @@ export class BondController {
   coupons(
     @Req() request: Request & { user: AccessPayload },
     @Param('uid', new ParseUUIDPipe()) uid: string,
-    @Query() query: InvestmentReadQueryDto,
   ) {
-    return this.income.coupons(request.user.sub, uid, query.sync === 'observe');
+    return this.income.coupons(request.user.sub, uid);
   }
 }

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

@@ -1,7 +1,8 @@
 import { ApiProperty } from '@nestjs/swagger';
 
-import { MoneyDto } from '../../../../../common/money.dto';
+import { MoneyDto } from '#src/common/money.dto';
-import { InvestmentResourceMetaDto } from '../../../investment-resource.dto';
+import { InvestmentResourceMetaDto } from '#src/modules/investments/investment-resource.dto';
+
 import {
   StockCandlesDto,
   StockCandlesQueryDto,

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

@@ -1,4 +1,4 @@
-import { MILLISECONDS_PER_DAY } from '../../../../common/time';
+import { MILLISECONDS_PER_DAY } from '#src/common/time';
 
 const FIRST_RANGE_END_INDEX = 1;
 

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

@@ -1,10 +1,19 @@
 import { Injectable } from '@nestjs/common';
 import { createHash, randomUUID } from 'node:crypto';
 
-import type { Prisma } from '../../../../../generated/prisma/client';
+import type { Prisma } from '#generated/prisma/client';
-import type { TbankSyncAttempt } from '../../../../integrations/tbank/tbank.api';
+
+import {
+  claimSyncWork,
+  lockConnectionGeneration,
+} from '#src/integrations/tbank/tbank-sync-claim';
+import {
+  isJoinableRunningAttempt,
+  type TbankSyncAttempt,
+} from '#src/integrations/tbank/tbank.api';
+import { PrismaService } from '#src/prisma/prisma.service';
+import { toJson } from '#src/prisma/to-json';
 
-import { PrismaService } from '../../../../prisma/prisma.service';
 import {
   type CandleRange,
   confirmedCandleCoverage,
@@ -62,34 +71,30 @@ export class CandleRepository {
     priority = 1,
   ) {
     return this.prisma.$transaction(async (tx) => {
-      const current = await tx.tbankConnection.updateMany({
+      const current = await lockConnectionGeneration(tx, owner);
-        where: { ...owner, invalidToken: false },
+      if (!current) return null;
-        data: { membershipRevision: { increment: 0 } },
-      });
-      if (!current.count) return null;
       const scope = { ...owner, scopeKey };
       const previous = await tx.tbankSyncWork.findUnique({
         where: { userId_revision_scopeKey: scope },
       });
-      if (
+      const joinable = isJoinableRunningAttempt(previous, runId, active)
-        previous?.state === 'running' &&
+        ? previous
-        previous.processRunId === runId &&
+        : null;
-        active.has(previous.attemptId)
+      if (joinable) {
-      ) {
+        const previousIntent = joinable.intent as Prisma.JsonObject;
-        const previousIntent = previous.intent as Prisma.JsonObject;
         const previousNow =
           typeof previousIntent.now === 'string' ? previousIntent.now : '';
-        const nextPriority = Math.min(previous.priority, priority);
+        const nextPriority = Math.min(joinable.priority, priority);
         if (
-          nextPriority === previous.priority &&
+          nextPriority === joinable.priority &&
           (!intent.force ||
             (previousIntent.force === true &&
               (!intent.now || intent.now <= previousNow)))
         ) {
-          return { work: previous, launch: false };
+          return { work: joinable, launch: false };
         }
         const work = await tx.tbankSyncWork.update({
-          where: { id: previous.id },
+          where: { id: joinable.id },
           data: {
             priority: nextPriority,
             intent: {
@@ -115,7 +120,7 @@ export class CandleRepository {
         processRunId: runId,
         state: 'running',
         priority,
-        intent: JSON.parse(JSON.stringify(intent)) as Prisma.InputJsonObject,
+        intent: toJson(intent),
         progress: {},
         errorCode: null,
       };
@@ -163,24 +168,17 @@ export class CandleRepository {
       ).values(),
     ];
     return this.prisma.$transaction(async (tx) => {
-      const valid = await tx.tbankSyncWork.updateMany({
+      const valid = await claimSyncWork(tx, attempt, {
-        where: {
+        progress: { lastWindow: key },
-          ...attempt,
-          state: 'running',
-          connection: { invalidToken: false },
-        },
-        data: { progress: { lastWindow: key } },
       });
-      if (!valid.count) return false;
+      if (!valid) return false;
       const identity = {
         workId: attempt.id,
         attemptId: attempt.attemptId,
         sourceKey: 'candles',
         itemKey: key,
       };
-      const payload = JSON.parse(
+      const payload = toJson({ range, candles: rows, fetchedAt });
-        JSON.stringify({ range, candles: rows, fetchedAt }),
-      ) as Prisma.InputJsonObject;
       await tx.tbankSyncStage.upsert({
         where: { workId_attemptId_sourceKey_itemKey: identity },
         create: { ...identity, payload },
@@ -196,18 +194,11 @@ export class CandleRepository {
     completeWork = true,
   ) {
     return this.prisma.$transaction(async (tx) => {
-      const claimed = await tx.tbankSyncWork.updateMany({
+      const claimed = await claimSyncWork(tx, attempt, {
-        where: {
+        ...(completeWork ? { state: 'complete' } : {}),
-          ...attempt,
+        errorCode: null,
-          state: 'running',
-          connection: { invalidToken: false },
-        },
-        data: {
-          ...(completeWork ? { state: 'complete' } : {}),
-          errorCode: null,
-        },
       });
-      if (!claimed.count) return false;
+      if (!claimed) return false;
       const staged = await tx.tbankSyncStage.findMany({
         where: {
           workId: attempt.id,
@@ -311,28 +302,17 @@ export class CandleRepository {
         },
       });
       if (!origin) return false;
-      const result = await tx.tbankSyncWork.updateMany({
+      const result = await claimSyncWork(tx, attempt, {
-        where: {
+        state: 'complete',
-          ...attempt,
+        errorCode: null,
-          state: 'running',
-          connection: { invalidToken: false },
-        },
-        data: { state: 'complete', errorCode: null },
       });
-      return result.count > NO_UPDATED_ROWS;
+      return result > NO_UPDATED_ROWS;
     });
   }
 
   fail(attempt: TbankSyncAttempt, errorCode: string) {
     return this.prisma.$transaction(async (tx) => {
-      await tx.tbankSyncWork.updateMany({
+      await claimSyncWork(tx, attempt, { state: 'failed', errorCode });
-        where: {
-          ...attempt,
-          state: 'running',
-          connection: { invalidToken: false },
-        },
-        data: { state: 'failed', errorCode },
-      });
       await tx.tbankSyncStage.deleteMany({
         where: { workId: attempt.id, attemptId: attempt.attemptId },
       });

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

@@ -2,11 +2,11 @@ import { Injectable } from '@nestjs/common';
 import { randomUUID } from 'node:crypto';
 import { isDeepStrictEqual } from 'node:util';
 
-import type { Prisma } from '../../../../../generated/prisma/client';
+import { TbankErrorCode } from '#src/integrations/tbank/tbank-error-code';
-
+import { claimSyncWork, lockConnectionGeneration } from '#src/integrations/tbank/tbank-sync-claim';
-import { TbankErrorCode } from '../../../../integrations/tbank/tbank-error-code';
+import { isJoinableRunningAttempt, type TbankBond, type TbankShare, type TbankSyncAttempt } from '#src/integrations/tbank/tbank.api';
-import { isJoinableRunningAttempt, type TbankBond, type TbankShare, type TbankSyncAttempt } from '../../../../integrations/tbank/tbank.api';
+import { PrismaService } from '#src/prisma/prisma.service';
-import { PrismaService } from '../../../../prisma/prisma.service';
+import { toJson } from '#src/prisma/to-json';
 
 const UNCHANGED_REVISION_INCREMENT = 0;
 const REVISION_INCREMENT = 1;
@@ -159,27 +159,19 @@ export class CatalogDiscoveryRepository {
     initiator: TbankSyncAttempt = attempt,
   ) {
     return this.prisma.$transaction(async (tx) => {
-      const origin = await tx.tbankSyncWork.updateMany({
+      const origin = await claimSyncWork(
-        where: {
+        tx,
-          ...initiator,
+        initiator,
-          state: { in: ['running', 'complete'] },
+        { progress: {} },
-          connection: { invalidToken: false },
+        { state: { in: ['running', 'complete'] } },
-        },
+      );
-        data: { progress: {} },
+      if (!origin) return false;
+      const claimed = await claimSyncWork(tx, attempt, {
+        state: 'complete',
+        progress: {},
       });
-      if (!origin.count) return false;
+      if (!claimed) return false;
-      const claimed = await tx.tbankSyncWork.updateMany({
+      const payload = toJson(value);
-        where: {
-          ...attempt,
-          state: 'running',
-          connection: { invalidToken: false },
-        },
-        data: { state: 'complete', progress: {} },
-      });
-      if (!claimed.count) return false;
-      const payload = JSON.parse(
-        JSON.stringify(value),
-      ) as Prisma.InputJsonObject;
       const identity = { provider, uid: input.uid };
       await tx.tbankInstrument.upsert({
         where: { provider_uid: identity },
@@ -202,12 +194,10 @@ export class CatalogDiscoveryRepository {
         const previous = await tx.tbankInstrument.findUniqueOrThrow({
           where: { provider_uid: identity },
         });
-        const metadata = JSON.parse(
+        const metadata = toJson({
-          JSON.stringify({
+          ...instrument,
-            ...instrument,
+          instrumentType: input.instrumentType,
-            instrumentType: input.instrumentType,
+        });
-          }),
-        ) as Prisma.InputJsonObject;
         await tx.tbankInstrument.update({
           where: { provider_uid: identity },
           data: {
@@ -284,11 +274,8 @@ export class CatalogDiscoveryRepository {
     active: ReadonlySet<string>,
   ) {
     return this.prisma.$transaction(async (tx) => {
-      const current = await tx.tbankConnection.updateMany({
+      const current = await lockConnectionGeneration(tx, owner);
-        where: { ...owner, invalidToken: false },
+      if (!current) return null;
-        data: { membershipRevision: { increment: 0 } },
-      });
-      if (!current.count) return null;
       const scope = { ...owner, scopeKey: catalogScope(input) };
       const previous = await tx.tbankSyncWork.findUnique({
         where: { userId_revision_scopeKey: scope },
@@ -341,34 +328,28 @@ export class CatalogDiscoveryRepository {
     now: Date,
   ) {
     return this.prisma.$transaction(async (tx) => {
-      const claimed = await tx.tbankSyncWork.updateMany({
+      const claimed = await claimSyncWork(tx, attempt, {
-        where: {
+        state: 'complete',
-          ...attempt,
+        progress: {},
-          state: 'running',
-          connection: { invalidToken: false },
-        },
-        data: { state: 'complete', progress: {} },
       });
-      if (!claimed.count) return false;
+      if (!claimed) return false;
       for (const instrument of instruments) {
         // Discovery can create a minimal identity, but cannot overwrite verified metadata.
         const identity = { provider, uid: instrument.uid };
-        const payload = JSON.parse(
+        const payload = toJson({
-          JSON.stringify({
+          uid: instrument.uid,
-            uid: instrument.uid,
+          figi: instrument.figi,
-            figi: instrument.figi,
+          ticker: instrument.ticker,
-            ticker: instrument.ticker,
+          name: instrument.name,
-            name: instrument.name,
+          isin: instrument.isin,
-            isin: instrument.isin,
+          classCode: instrument.classCode,
-            classCode: instrument.classCode,
+          instrumentKind: instrument.instrumentKind,
-            instrumentKind: instrument.instrumentKind,
+          apiTradeAvailableFlag: instrument.apiTradeAvailableFlag,
-            apiTradeAvailableFlag: instrument.apiTradeAvailableFlag,
+          currency: instrument.currency,
-            currency: instrument.currency,
+          brand: instrument.brand
-            brand: instrument.brand
+            ? { logoName: instrument.brand.logoName }
-              ? { logoName: instrument.brand.logoName }
+            : undefined,
-              : undefined,
+        });
-          }),
-        ) as Prisma.InputJsonObject;
         await tx.tbankInstrument.upsert({
           where: { provider_uid: identity },
           update: {},
@@ -461,6 +442,7 @@ export class CatalogDiscoveryRepository {
 
   finish(attempt: TbankSyncAttempt, success: boolean) {
     return this.prisma.$transaction(async (tx) => {
+      // Fails sibling attempts whose connection was invalidated mid-flight.
       await tx.tbankSyncWork.updateMany({
         where: {
           ...attempt,
@@ -469,16 +451,9 @@ export class CatalogDiscoveryRepository {
         },
         data: { state: 'failed', errorCode: TbankErrorCode.InvalidToken },
       });
-      await tx.tbankSyncWork.updateMany({
+      await claimSyncWork(tx, attempt, {
-        where: {
+        state: success ? 'complete' : 'failed',
-          ...attempt,
+        errorCode: success ? null : TbankErrorCode.Unavailable,
-          state: 'running',
-          connection: { invalidToken: false },
-        },
-        data: {
-          state: success ? 'complete' : 'failed',
-          errorCode: success ? null : TbankErrorCode.Unavailable,
-        },
       });
     });
   }

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

@@ -1,8 +1,10 @@
-import type { TbankCandle } from '../../../../integrations/tbank/tbank.api';
+import type { TbankCandle } from '#src/integrations/tbank/tbank.api';
+
+import { formatDecimal } from '#src/common/decimal';
+import { decimal } from '#src/integrations/tbank/decimal';
+
 import type { SavedCandle } from '../domain/candle-coverage';
 
-import { formatDecimal } from '../../../../common/decimal';
-import { decimal } from '../../../../integrations/tbank/decimal';
 import { timestamp } from '../application/instrument-market';
 
 function toSavedCandle(candle: TbankCandle): SavedCandle {

src/modules/investments/instruments/instrument-sources.module.ts

@@ -1,8 +1,9 @@
 import { Module } from '@nestjs/common';
 
-import { MoexModule } from '../../../integrations/moex/moex.module';
+import { MoexModule } from '#src/integrations/moex/moex.module';
-import { NcrModule } from '../../../integrations/ncr/ncr.module';
+import { NcrModule } from '#src/integrations/ncr/ncr.module';
-import { TbankModule } from '../../../integrations/tbank/tbank.module';
+import { TbankModule } from '#src/integrations/tbank/tbank.module';
+
 import { CandleService } from './application/candle.service';
 import { CatalogDiscoveryService } from './application/catalog-discovery.service';
 import { CatalogEnrichmentService } from './application/catalog-enrichment.service';

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

@@ -1,6 +1,7 @@
 import { Module } from '@nestjs/common';
 
-import { TbankModule } from '../../../integrations/tbank/tbank.module';
+import { TbankModule } from '#src/integrations/tbank/tbank.module';
+
 import { AuthModule } from '../../auth/auth.module';
 import { PortfolioModule } from '../portfolio/portfolio.module';
 import { BondCatalogService } from './bonds/application/bond-catalog.service';

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

@@ -1,6 +1,6 @@
 import { Injectable } from '@nestjs/common';
 
-import type { TbankFundamentals } from '../../../../../integrations/tbank/tbank.api';
+import type { TbankFundamentals } from '#src/integrations/tbank/tbank.api';
 
 import { CatalogEnrichmentService } from '../../application/catalog-enrichment.service';
 import {
@@ -13,14 +13,12 @@ export class GetStockCompanyUseCase {
   async execute(
     userId: string,
     uid: string,
-    observe = false,
   ): Promise<StockCompanyResourceDto> {
     const result = await this.sources.section(
       userId,
       'share',
       uid,
       'company',
-      observe,
     );
     return {
       data: result.values.instrument

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

@@ -1,9 +1,10 @@
 import { Injectable } from '@nestjs/common';
 
-import type { TbankShare } from '../../../../../integrations/tbank/tbank.api';
+import type { TbankShare } from '#src/integrations/tbank/tbank.api';
+
+import { formatDecimal } from '#src/common/decimal';
+import { decimal } from '#src/integrations/tbank/decimal';
 
-import { formatDecimal } from '../../../../../common/decimal';
-import { decimal } from '../../../../../integrations/tbank/decimal';
 import { CatalogDiscoveryService } from '../../application/catalog-discovery.service';
 import { timestamp } from '../../application/instrument-market';
 import {
@@ -22,12 +23,10 @@ export class StockCatalogService {
   async search(
     userId: string,
     query: string,
-    observe = false,
   ): Promise<StockSearchResourceDto> {
     const result = await this.discovery.search(
       userId,
       { instrumentType: 'share', query },
-      observe,
     );
     return {
       ...result,
@@ -59,9 +58,8 @@ export class StockCatalogService {
   async get(
     userId: string,
     uid: string,
-    observe = false,
   ): Promise<StockResourceDto> {
-    const result = await this.discovery.detail(userId, 'share', uid, observe);
+    const result = await this.discovery.detail(userId, 'share', uid);
     return {
       ...result,
       data: result.data
@@ -73,13 +71,11 @@ export class StockCatalogService {
   async getByTicker(
     userId: string,
     ticker: string,
-    observe = false,
   ): Promise<StockResourceDto> {
     const result = await this.discovery.byTicker(
       userId,
       'share',
       ticker,
-      observe,
     );
     return {
       ...result,

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

@@ -4,18 +4,19 @@ import {
   decimalFromString,
   formatDecimal,
   multiply,
-} from '../../../../../common/decimal';
+} from '#src/common/decimal';
-import { ISO_DATE_LENGTH, ISO_DATE_START } from '../../../../../common/time';
+import { ISO_DATE_LENGTH, ISO_DATE_START } from '#src/common/time';
-import { decimal } from '../../../../../integrations/tbank/decimal';
+import { decimal } from '#src/integrations/tbank/decimal';
 import {
   TbankAccessService,
   type TbankDividend,
   tbankSourceNeedsRefresh,
-} from '../../../../../integrations/tbank/tbank.api';
+} from '#src/integrations/tbank/tbank.api';
 import {
   ForecastService,
   PortfolioService,
-} from '../../../portfolio/portfolio.api';
+} from '#src/modules/investments/portfolio/portfolio.api';
+
 import { CatalogEnrichmentService } from '../../application/catalog-enrichment.service';
 import { moscowDay, timestamp } from '../../application/instrument-market';
 import { instrumentPosition } from '../../application/instrument-position';
@@ -51,7 +52,6 @@ export class StockIncomeService {
   async dividends(
     userId: string,
     uid: string,
-    observe = false,
   ): Promise<StockDividendsResourceDto> {
     const connection = await this.access.local(userId);
     const today = moscowDay(new Date().toISOString());
@@ -62,7 +62,7 @@ export class StockIncomeService {
       userId,
       'share',
       [uid],
-      observe,
+      false,
       ['detail', 'dividends'],
       { from, to },
     );

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

@@ -6,9 +6,10 @@ import {
   formatDecimal,
   multiply,
   subtract,
-} from '../../../../../common/decimal';
+} from '#src/common/decimal';
-import { ISO_DATE_LENGTH, ISO_DATE_START } from '../../../../../common/time';
+import { ISO_DATE_LENGTH, ISO_DATE_START } from '#src/common/time';
-import { decimal } from '../../../../../integrations/tbank/decimal';
+import { decimal } from '#src/integrations/tbank/decimal';
+
 import { CandleService } from '../../application/candle.service';
 import {
   CatalogEnrichmentService,
@@ -34,14 +35,12 @@ export class StockMarketService {
   async quote(
     userId: string,
     uid: string,
-    observe = false,
   ): Promise<StockQuoteResourceDto> {
     const result = await this.sources.section(
       userId,
       'share',
       uid,
       'quote',
-      observe,
     );
     return {
       data: result.values.instrument
@@ -55,12 +54,10 @@ export class StockMarketService {
     userId: string,
     uid: string,
     period: StockCandlesQueryDto['period'] = 'month',
-    observe = false,
   ) {
     return this.history.read(
       userId,
       { uid, instrumentType: 'share', period },
-      observe,
     );
   }
 }

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

@@ -1,10 +1,10 @@
-jest.mock('../../../../../integrations/tbank/tbank.api', () => ({
+jest.mock('#src/integrations/tbank/tbank.api', () => ({
   TbankAccessService: class {},
 }));
 
 import { NotFoundException, ServiceUnavailableException } from '@nestjs/common';
 
-import type { TbankShare } from '../../../../../integrations/tbank/tbank.api';
+import type { TbankShare } from '#src/integrations/tbank/tbank.api';
 
 import { StockScreenerService } from './stock-screener.service';
 

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

@@ -6,11 +6,12 @@ import {
 } from '@nestjs/common';
 import { randomUUID } from 'node:crypto';
 
-import type { TbankShare } from '../../../../../integrations/tbank/tbank-market.types';
+import type { TbankShare } from '#src/integrations/tbank/tbank-market.types';
+
+import { StructuredLogger } from '#src/common/logging/structured-logger.service';
+import { TbankAccessService } from '#src/integrations/tbank/tbank.api';
+import { TbankClient } from '#src/integrations/tbank/tbank.client';
 
-import { StructuredLogger } from '../../../../../common/logging/structured-logger.service';
-import { TbankAccessService } from '../../../../../integrations/tbank/tbank.api';
-import { TbankClient } from '../../../../../integrations/tbank/tbank.client';
 import {
   selectStockScreenerInstruments,
   type StockScreenerConditions,

src/modules/investments/instruments/stocks/application/stock.spec.ts

@@ -2,7 +2,7 @@ import { previousClose } from '../../application/instrument-market';
 import { metrics } from './get-stock-company.use-case';
 import { stockDividends } from './stock-income.service';
 import { stockQuote } from './stock-market.service';
-jest.mock('../../../../../prisma/prisma.service', () => ({
+jest.mock('#src/prisma/prisma.service', () => ({
   PrismaService: class {},
 }));
 const time = (value: string) => ({ seconds: String(Date.parse(value) / 1000) });

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

@@ -1,4 +1,4 @@
-import type { TbankShare } from '../../../../../integrations/tbank/tbank.api';
+import type { TbankShare } from '#src/integrations/tbank/tbank.api';
 
 import { selectStockScreenerInstruments } from './stock-screener-selection.rules';
 

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

@@ -1,4 +1,4 @@
-import type { TbankShare } from '../../../../../integrations/tbank/tbank.api';
+import type { TbankShare } from '#src/integrations/tbank/tbank.api';
 
 export type StockScreenerCatalog = {
   asOf: Date;

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

@@ -17,9 +17,9 @@ import {
 } from '@nestjs/common';
 import { ApiBearerAuth, ApiOkResponse, ApiOperation, ApiTags } from '@nestjs/swagger';
 
-import { ApiProblemResponses } from '../../../../../common/decorators/api-safe-error-response.decorator';
+import { ApiProblemResponses } from '#src/common/decorators/api-safe-error-response.decorator';
-import { AccessPayload, JwtAuthGuard } from '../../../../auth/auth.api';
+import { AccessPayload, JwtAuthGuard } from '#src/modules/auth/auth.api';
-import { InvestmentReadQueryDto } from '../../../investment-resource.dto';
+
 import { GetStockCompanyUseCase } from '../application/get-stock-company.use-case';
 import { StockCatalogService } from '../application/stock-catalog.service';
 import { StockIncomeService } from '../application/stock-income.service';
@@ -64,7 +64,6 @@ export class StockController {
     return this.stocks.search(
       request.user.sub,
       query.query,
-      query.sync === 'observe',
     );
   }
 
@@ -73,12 +72,10 @@ export class StockController {
   getByTicker(
     @Req() request: Request & { user: AccessPayload },
     @Param() params: StockTickerParamsDto,
-    @Query() query: InvestmentReadQueryDto,
   ) {
     return this.stocks.getByTicker(
       request.user.sub,
       params.ticker,
-      query.sync === 'observe',
     );
   }
 
@@ -115,9 +112,8 @@ export class StockController {
   get(
     @Req() request: Request & { user: AccessPayload },
     @Param('uid', new ParseUUIDPipe()) uid: string,
-    @Query() query: InvestmentReadQueryDto,
   ) {
-    return this.stocks.get(request.user.sub, uid, query.sync === 'observe');
+    return this.stocks.get(request.user.sub, uid);
   }
 
   @Get(':uid/quote')
@@ -125,9 +121,8 @@ export class StockController {
   quote(
     @Req() request: Request & { user: AccessPayload },
     @Param('uid', new ParseUUIDPipe()) uid: string,
-    @Query() query: InvestmentReadQueryDto,
   ) {
-    return this.market.quote(request.user.sub, uid, query.sync === 'observe');
+    return this.market.quote(request.user.sub, uid);
   }
 
   @Get(':uid/candles')
@@ -141,7 +136,6 @@ export class StockController {
       request.user.sub,
       uid,
       query.period,
-      query.sync === 'observe',
     );
   }
 
@@ -159,12 +153,10 @@ export class StockController {
   company(
     @Req() request: Request & { user: AccessPayload },
     @Param('uid', new ParseUUIDPipe()) uid: string,
-    @Query() query: InvestmentReadQueryDto,
   ) {
     return this.companyInfo.execute(
       request.user.sub,
       uid,
-      query.sync === 'observe',
     );
   }
 
@@ -173,12 +165,10 @@ export class StockController {
   dividends(
     @Req() request: Request & { user: AccessPayload },
     @Param('uid', new ParseUUIDPipe()) uid: string,
-    @Query() query: InvestmentReadQueryDto,
   ) {
     return this.income.dividends(
       request.user.sub,
       uid,
-      query.sync === 'observe',
     );
   }
 }

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

@@ -11,16 +11,15 @@ import {
   MinLength,
 } from 'class-validator';
 
-import { MoneyDto } from '../../../../../common/money.dto';
+import { MoneyDto } from '#src/common/money.dto';
 import {
   MAX_INSTRUMENT_QUERY_LENGTH,
   MIN_INSTRUMENT_QUERY_LENGTH,
-} from '../../../instrument-query';
+} from '#src/modules/investments/instrument-query';
 import {
-  InvestmentReadQueryDto,
   InvestmentResourceMetaDto,
-} from '../../../investment-resource.dto';
+} from '#src/modules/investments/investment-resource.dto';
-import { PortfolioPositionDto } from '../../../portfolio/portfolio.api';
+import { PortfolioPositionDto } from '#src/modules/investments/portfolio/portfolio.api';
 
 const MIN_TICKER_LENGTH = 1;
 const MAX_SCREENER_QUERY_LENGTH = 80;
@@ -104,7 +103,7 @@ export class StockScreenerPageDto {
   @ApiProperty({ type: StockScreenerItemDto, isArray: true, maxItems: 30 }) declare items: StockScreenerItemDto[];
 }
 
-export class StockSearchQueryDto extends InvestmentReadQueryDto {
+export class StockSearchQueryDto {
   @ApiProperty({ minLength: MIN_INSTRUMENT_QUERY_LENGTH, maxLength: MAX_INSTRUMENT_QUERY_LENGTH })
   @Transform(({ value }: { value: unknown }) =>
     typeof value === 'string' ? value.trim() : value,
@@ -126,7 +125,7 @@ export class StockTickerParamsDto {
   @Matches(/^[A-Z0-9][\w.@+-]*$/i)
   declare ticker: string;
 }
-export class StockCandlesQueryDto extends InvestmentReadQueryDto {
+export class StockCandlesQueryDto {
   @ApiPropertyOptional({
     enum: ['month', 'halfYear', 'year', 'all'],
     default: 'month',

src/modules/investments/investment-resource.dto.ts

@@ -1,5 +1,4 @@
 import { ApiProperty, ApiPropertyOptional } from '@nestjs/swagger';
-import { IsIn, IsOptional } from 'class-validator';
 
 export const availabilityValues = [
   'available',
@@ -17,13 +16,6 @@ export const attemptStateValues = [
   'failed',
 ] as const;
 
-export class InvestmentReadQueryDto {
-  @ApiPropertyOptional({ enum: ['observe'] })
-  @IsOptional()
-  @IsIn(['observe'])
-  declare sync?: 'observe';
-}
-
 export class InvestmentAttemptProblemDto {
   @ApiProperty({ enum: ['membership', 'portfolio', 'operations', 'events'] })
   declare section: 'events' | 'membership' | 'operations' | 'portfolio';

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

@@ -1,11 +1,12 @@
 import { Injectable, NotFoundException } from '@nestjs/common';
 import { randomUUID } from 'node:crypto';
 
-import { StructuredLogger } from '../../../../common/logging/structured-logger.service';
+import { StructuredLogger } from '#src/common/logging/structured-logger.service';
-import { MILLISECONDS_PER_SECOND } from '../../../../common/time';
+import { MILLISECONDS_PER_SECOND } from '#src/common/time';
-import { isTbankErrorCode, TbankErrorCode } from '../../../../integrations/tbank/tbank-error-code';
+import { isTbankErrorCode, TbankErrorCode } from '#src/integrations/tbank/tbank-error-code';
-import { TbankOperationState } from '../../../../integrations/tbank/tbank-protocol';
+import { TbankOperationState } from '#src/integrations/tbank/tbank-protocol';
-import { TbankAccessService, TbankClient } from '../../../../integrations/tbank/tbank.api';
+import { TbankAccessService, TbankClient } from '#src/integrations/tbank/tbank.api';
+
 import {
   type OperationInterval,
   operationIntervals,

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

@@ -1,6 +1,5 @@
-import { BadRequestException, Injectable } from '@nestjs/common';
+import { Injectable } from '@nestjs/common';
-import { ConfigService } from '@nestjs/config';
+import { createHash } from 'node:crypto';
-import { createHash, createHmac, timingSafeEqual } from 'node:crypto';
 
 import {
   InstrumentMetadataService,
@@ -8,54 +7,51 @@ import {
   TbankAccessService,
   type TbankOperationItem,
   tbankSourceTtlMs,
-} from '../../../../integrations/tbank/tbank.api';
+} from '#src/integrations/tbank/tbank.api';
+
 import { dateOnlyBounds, DateOnlyRange } from '../../investment-calendar';
 import { investmentResourceMeta } from '../../investment-resource.mapper';
-import { accountHistory, ledgerRange } from '../../investment-sync-plan';
+import { ledgerRange } from '../../investment-sync-plan';
 import {
   hourlyAttempt,
   TbankSyncRepository,
 } from '../../tbank-sync/tbank-sync.api';
-import { OperationErrorCode } from '../domain/operation-error-code';
+import {
+  coverageAsOf,
+  deriveReadCoverage,
+  historyState,
+  serializeRange,
+} from '../domain/operations-coverage';
 import {
   confirmedOperationRanges,
   operationIntervalsOverlap,
-  operationsSyncPriority,
   planOperationRead,
   uncoveredOperationIntervals,
 } from '../domain/operations-sync-plan';
 import { mapBrokerageOperation } from '../infrastructure/brokerage-operation.mapper';
-import { BrokerageOperationsRepository } from '../infrastructure/brokerage-operations.repository';
+import { BrokerageOperationsReadRepository } from '../infrastructure/brokerage-operations-read.repository';
 import {
   BrokerageOperationsQueryDto,
   DEFAULT_OPERATIONS_PAGE_SIZE,
 } from '../presentation/brokerage-operation.dto';
 import { BrokerageOperationsSyncService } from './brokerage-operations-sync.service';
+import { LocalOperationsCursorCodec } from './local-operations-cursor.codec';
 
 const FIRST_RESULT_OFFSET = 0;
 const MISSING_MEMBERSHIP_REVISION = 0;
 const STALE_FRESHNESS_MS = 0;
-const UNKNOWN_AS_OF_MS = 0;
+const NO_COVERAGE_ROWS = 0;
 const LAST_ROW_INDEX = -1;
 const UNIX_EPOCH_MS = 0;
 
-type LocalOperationsCursor = {
-  accountId: string;
-  at: string;
-  binding: string;
-  id: string;
-  movingEnd?: boolean;
-  to: string;
-};
-
 @Injectable()
 export class BrokerageOperationsService {
   constructor(
     private readonly access: TbankAccessService,
     private readonly metadata: InstrumentMetadataService,
-    private readonly repository: BrokerageOperationsRepository,
+    private readonly repository: BrokerageOperationsReadRepository,
     private readonly sync: BrokerageOperationsSyncService,
-    private readonly config: ConfigService,
+    private readonly cursorCodec: LocalOperationsCursorCodec,
     private readonly hourlySync: TbankSyncRepository,
   ) {}
 
@@ -65,7 +61,7 @@ export class BrokerageOperationsService {
     query: BrokerageOperationsQueryDto,
   ) {
     const connection = await this.access.local(userId, accountId);
-    const cursor = query.cursor ? this.decodeCursor(query.cursor) : undefined;
+    const cursor = query.cursor ? this.cursorCodec.decode(query.cursor) : undefined;
     const selected = connection.accounts.filter(
       (account) => accountId === 'all' || account.accountId === accountId,
     );
@@ -124,64 +120,18 @@ export class BrokerageOperationsService {
     const saved = await this.repository.readPage(readInput);
     const hourly = await this.hourlySync.hourly(userId);
     const accounts = saved?.connection.accounts ?? [];
-    const targets = accounts.flatMap((account) =>
+    const view = deriveReadCoverage({
-      from < to
+      accounts,
-        ? [
+      connectionMembershipAt: saved?.connection.membershipAt ?? null,
-            {
+      coverage: saved?.coverage ?? [],
-              accountId: account.accountId,
+      from,
-              from,
+      instrumentUid: query.instrumentUid,
-              to,
-              instrumentUid: query.instrumentUid,
-            },
-          ]
-        : [],
-    );
-    const plan = planOperationRead(targets, saved?.coverage ?? [], now, {
       movingEnd,
-    });
-    const confirmed = confirmedOperationRanges(plan.intervals, saved?.coverage ?? []);
-    const missing = uncoveredOperationIntervals(
-      plan.intervals,
-      confirmed.map((range) => ({
-        ...range,
-        instrumentUid: query.instrumentUid,
-      })),
-    );
-    const available = Boolean(saved?.connection.membershipAt);
-    const complete = available && !missing.length;
-    const relevant =
-      saved?.work.filter((work) =>
-        work.intervals.some((interval) =>
-          targets.some((target) => operationIntervalsOverlap(interval, target)),
-        ),
-      ) ?? [];
-    const work =
-      relevant.find((work) => work.state === 'running') ??
-      relevant.find((work) => work.state === 'failed') ??
-      null;
-    const sources = (saved?.coverage ?? []).filter((row) =>
-      targets.some(
-        (target) =>
-          operationIntervalsOverlap(row, target) &&
-          (!row.instrumentUid || row.instrumentUid === target.instrumentUid),
-      ),
-    );
-    const lastSuccessfulAt =
-      sources
-        .map((row) => row.fetchedAt)
-        .sort((a, b) => a.valueOf() - b.valueOf())[0] ??
-        (complete ? saved?.connection.membershipAt : null) ??
-        null;
-    const historyTargets = accountHistory(accounts, now);
-    const history = planOperationRead(
-      historyTargets,
-      saved?.coverage ?? [],
       now,
-      { movingEnd: true },
+      to,
-    );
+      work: saved?.work ?? [],
-    const knownBoundary = accounts.every(
+    });
-      (account) => account.openedOn !== null,
+    const { targets, plan, confirmed, missing, available, complete, lastSuccessfulAt, history, knownBoundary, work } = view;
-    );
     const rows = saved?.rows.slice(FIRST_RESULT_OFFSET, limit) ?? [];
     const instruments = await this.metadata.savedMany(
       rows.map((row) => row.payload as TbankOperationItem),
@@ -224,49 +174,17 @@ export class BrokerageOperationsService {
       lastAttempt: hourlyAttempt(hourly, 'operations', accountId === 'all' ? undefined : accountId),
       dependencies: [membershipMeta, ...metadataDependencies],
       coverage: {
-        requested: targets.map(serialize),
+        requested: targets.map(serializeRange),
-        completeRanges: confirmed.map(serialize),
+        completeRanges: confirmed.map(serializeRange),
-        missingRanges: missing.map(serialize),
+        missingRanges: missing.map(serializeRange),
-        asOf:
+        asOf: coverageAsOf(plan, accounts.map((account) => account.accountId)),
-          accounts.length &&
-          accounts.every((account) =>
-            plan.intervals.some(
-              (interval) =>
-                interval.accountId === account.accountId && interval.asOf,
-            ),
-          )
-            ? new Date(
-                Math.min(
-                  ...accounts.map((account) =>
-                    Math.max(
-                      ...plan.intervals
-                        .filter(
-                          (interval) =>
-                            interval.accountId === account.accountId,
-                        )
-                        .map((interval) => interval.asOf?.valueOf() ?? UNKNOWN_AS_OF_MS),
-                    ),
-                  ),
-                ),
-              ).toISOString()
-            : null,
         historyBoundary: knownBoundary ? 'known' : 'unknown',
-        historyState: saved?.work.some(
+        historyState: historyState(
-          (work) => work.state === 'running' && work.priority > operationsSyncPriority.screen,
+          knownBoundary,
-        )
+          history,
-          ? 'loading'
+          saved?.work ?? [],
-          : saved?.work.some(
+          saved?.coverage.length ?? NO_COVERAGE_ROWS,
-            (work) => work.state === 'failed' && work.priority > operationsSyncPriority.screen,
+        ),
-          )
-            ? 'failed'
-            : knownBoundary &&
-              history.intervals.every(
-                (interval) => interval.availability === 'complete',
-              )
-              ? 'complete'
-              : saved?.coverage.length
-                ? 'partial'
-                : 'missing',
       },
     });
     const last = rows.at(LAST_ROW_INDEX);
@@ -301,7 +219,7 @@ export class BrokerageOperationsService {
               hasNext,
               nextCursor:
                 hasNext && last && saved
-                  ? this.encodeCursor({
+                  ? this.cursorCodec.encode({
                       binding: saved.binding,
                       movingEnd,
                       to: to.toISOString(),
@@ -316,55 +234,10 @@ export class BrokerageOperationsService {
     };
   }
 
-  private encodeCursor(value: LocalOperationsCursor): string {
-    const body = Buffer.from(JSON.stringify(value)).toString('base64url');
-    return `${body}.${createHmac('sha256', this.config.getOrThrow<string>('JWT_SECRET')).update(body).digest('base64url')}`;
-  }
-
-  private decodeCursor(value: string): LocalOperationsCursor {
-    try {
-      const [body, signature, extra] = value.split('.');
-      const expected = createHmac(
-        'sha256',
-        this.config.getOrThrow<string>('JWT_SECRET'),
-      )
-        .update(body)
-        .digest();
-      const actual = Buffer.from(signature ?? '', 'base64url');
-      if (
-        extra ||
-        actual.length !== expected.length ||
-        !timingSafeEqual(actual, expected)
-      ) {
-        throw new Error();
-      }
-      const cursor = JSON.parse(
-        Buffer.from(body, 'base64url').toString(),
-      ) as Partial<LocalOperationsCursor>;
-      if (
-        (cursor.movingEnd !== undefined &&
-          typeof cursor.movingEnd !== 'boolean') ||
-          !cursor.binding ||
-          !cursor.accountId ||
-          !cursor.id ||
-          !cursor.at ||
-          !cursor.to ||
-          !Number.isFinite(Date.parse(cursor.at)) ||
-          !Number.isFinite(Date.parse(cursor.to))
-      ) {
-        throw new Error();
-      }
-      return cursor as LocalOperationsCursor;
-    } catch {
-      throw new BadRequestException({ code: OperationErrorCode.InvalidOperationsCursor });
-    }
-  }
-
   async collectRanges(
     userId: string,
     accountId: string,
     ranges: (openedAt: Date | undefined) => DateOnlyRange[],
-    observe = false,
   ) {
     const connection = await this.access.local(userId, accountId);
     const input = {
@@ -378,21 +251,19 @@ export class BrokerageOperationsService {
       periods: ranges,
     };
     let saved = await this.repository.readPage(input);
-    if (!observe) {
+    const targets = (saved?.connection.accounts ?? []).flatMap((account) =>
-      const targets = (saved?.connection.accounts ?? []).flatMap((account) =>
+      (saved?.periods ?? []).map((period) => ({
-        (saved?.periods ?? []).map((period) => ({
+        accountId: account.accountId,
-          accountId: account.accountId,
+        ...period,
-          ...period,
+      })),
-        })),
+    );
-      );
+    if (targets.length) {
-      if (targets.length) {
+      await this.sync.readPlan(userId, targets, {
-        await this.sync.readPlan(userId, targets, {
+        movingEnd: saved?.periods?.some((period) => period.movingEnd),
-          movingEnd: saved?.periods?.some((period) => period.movingEnd),
+        revision: connection.revision,
-          revision: connection.revision,
+      });
-        });
-      }
-      saved = await this.repository.readPage(input);
     }
+    saved = await this.repository.readPage(input);
     const now = new Date();
     const hourly = await this.hourlySync.hourly(userId);
     const membership = investmentResourceMeta({
@@ -466,12 +337,12 @@ export class BrokerageOperationsService {
         lastAttempt: hourlyAttempt(hourly, 'operations', accountId === 'all' ? undefined : accountId),
         dependencies: [membership],
         coverage: {
-          requested: targets.map(serialize),
+          requested: targets.map(serializeRange),
-          completeRanges: confirmed.map(serialize),
+          completeRanges: confirmed.map(serializeRange),
           missingRanges: uncoveredOperationIntervals(
             plan.intervals,
             confirmed,
-          ).map(serialize),
+          ).map(serializeRange),
           asOf:
             complete && targets.length
               ? new Date(
@@ -541,7 +412,3 @@ export class BrokerageOperationsService {
     });
   }
 }
-
-function serialize(range: { accountId: string; from: Date; to: Date }) {
-  return { accountId: range.accountId, from: range.from.toISOString(), to: range.to.toISOString() };
-}

src/modules/investments/operations/application/local-operations-cursor.codec.spec.ts

@@ -0,0 +1,23 @@
+import { decode, encode } from './local-operations-cursor.codec';
+
+const secret = 'secret';
+const cursor = {
+  accountId: 'account',
+  at: '2026-01-01T00:00:00.000Z',
+  binding: 'owner-filter-binding',
+  id: 'operation',
+  movingEnd: false,
+  to: '2026-02-01T00:00:00.000Z',
+};
+
+describe('local operations cursor', () => {
+  it('roundtrips the opaque cursor, including its owner and filter binding', () => {
+    expect(decode(encode(cursor, secret), secret)).toEqual(cursor);
+  });
+
+  it('rejects a tampered cursor and a cursor signed with a different key', () => {
+    const encoded = encode(cursor, secret);
+    expect(() => decode(`${encoded}x`, secret)).toThrow();
+    expect(() => decode(encoded, 'different-secret')).toThrow();
+  });
+});

src/modules/investments/operations/application/local-operations-cursor.codec.ts

@@ -0,0 +1,72 @@
+import { BadRequestException, Injectable } from '@nestjs/common';
+import { ConfigService } from '@nestjs/config';
+import { createHmac, timingSafeEqual } from 'node:crypto';
+
+import { OperationErrorCode } from '../domain/operation-error-code';
+
+export type LocalOperationsCursor = {
+  accountId: string;
+  at: string;
+  binding: string;
+  id: string;
+  movingEnd?: boolean;
+  to: string;
+};
+
+// Opaque cursor: base64url body + HMAC-SHA256 signature over JWT_SECRET.
+// Wire format and validation are part of the HTTP contract and must not change.
+export function encode(value: LocalOperationsCursor, secret: string): string {
+  const body = Buffer.from(JSON.stringify(value)).toString('base64url');
+  return `${body}.${createHmac('sha256', secret).update(body).digest('base64url')}`;
+}
+
+export function decode(value: string, secret: string): LocalOperationsCursor {
+  try {
+    const [body, signature, extra] = value.split('.');
+    const expected = createHmac('sha256', secret).update(body).digest();
+    const actual = Buffer.from(signature ?? '', 'base64url');
+    if (
+      extra ||
+      actual.length !== expected.length ||
+      !timingSafeEqual(actual, expected)
+    ) {
+      throw new Error();
+    }
+    const cursor = JSON.parse(
+      Buffer.from(body, 'base64url').toString(),
+    ) as Partial<LocalOperationsCursor>;
+    if (
+      (cursor.movingEnd !== undefined &&
+        typeof cursor.movingEnd !== 'boolean') ||
+        !cursor.binding ||
+        !cursor.accountId ||
+        !cursor.id ||
+        !cursor.at ||
+        !cursor.to ||
+        !Number.isFinite(Date.parse(cursor.at)) ||
+        !Number.isFinite(Date.parse(cursor.to))
+    ) {
+      throw new Error();
+    }
+    return cursor as LocalOperationsCursor;
+  } catch {
+    throw new BadRequestException({ code: OperationErrorCode.InvalidOperationsCursor });
+  }
+}
+
+@Injectable()
+export class LocalOperationsCursorCodec {
+  constructor(private readonly config: ConfigService) {}
+
+  encode(value: LocalOperationsCursor): string {
+    return encode(value, this.secret());
+  }
+
+  decode(value: string): LocalOperationsCursor {
+    return decode(value, this.secret());
+  }
+
+  private secret(): string {
+    return this.config.getOrThrow<string>('JWT_SECRET');
+  }
+}

src/modules/investments/operations/domain/operations-coverage.ts

@@ -0,0 +1,165 @@
+import { accountHistory } from '../../investment-sync-plan';
+import { confirmedOperationRanges, type OperationCoverage,
+  type OperationInterval,
+  operationIntervalsOverlap,
+  operationsSyncPriority,
+  planOperationRead,
+  uncoveredOperationIntervals } from './operations-sync-plan';
+
+const UNKNOWN_AS_OF_MS = 0;
+
+type WorkState = {
+  errorCode: null | string;
+  id: string;
+  intervals: OperationInterval[];
+  priority: number;
+  state: string;
+};
+
+type CoverageAccount = { accountId: string; openedOn: null | string };
+
+// Pure derivation of the ledger read view: what was requested, what is
+// confirmed, what is missing, and which sync work is currently relevant.
+export function deriveReadCoverage(input: {
+  accounts: CoverageAccount[];
+  connectionMembershipAt: Date | null;
+  coverage: OperationCoverage[];
+  from: Date;
+  instrumentUid?: string;
+  movingEnd: boolean;
+  now: Date;
+  to: Date;
+  work: WorkState[];
+}) {
+  const targets = input.accounts.flatMap((account) =>
+    input.from < input.to
+      ? [
+          {
+            accountId: account.accountId,
+            from: input.from,
+            to: input.to,
+            instrumentUid: input.instrumentUid,
+          },
+        ]
+      : [],
+  );
+  const plan = planOperationRead(targets, input.coverage, input.now, {
+    movingEnd: input.movingEnd,
+  });
+  const confirmed = confirmedOperationRanges(plan.intervals, input.coverage);
+  const missing = uncoveredOperationIntervals(
+    plan.intervals,
+    confirmed.map((range) => ({
+      ...range,
+      instrumentUid: input.instrumentUid,
+    })),
+  );
+  const available = Boolean(input.connectionMembershipAt);
+  const complete = available && !missing.length;
+  const relevant = input.work.filter((work) =>
+    work.intervals.some((interval) =>
+      targets.some((target) => operationIntervalsOverlap(interval, target)),
+    ),
+  );
+  const work =
+    relevant.find((work) => work.state === 'running') ??
+    relevant.find((work) => work.state === 'failed') ??
+    null;
+  const sources = input.coverage.filter((row) =>
+    targets.some(
+      (target) =>
+        operationIntervalsOverlap(row, target) &&
+        (!row.instrumentUid || row.instrumentUid === target.instrumentUid),
+    ),
+  );
+  const lastSuccessfulAt =
+    sources
+      .map((row) => row.fetchedAt)
+      .sort((a, b) => a.valueOf() - b.valueOf())[0] ??
+      (complete ? input.connectionMembershipAt : null) ??
+      null;
+  const history = planOperationRead(
+    accountHistory(input.accounts, input.now),
+    input.coverage,
+    input.now,
+    { movingEnd: true },
+  );
+  const knownBoundary = input.accounts.every(
+    (account) => account.openedOn !== null,
+  );
+  return {
+    targets,
+    plan,
+    confirmed,
+    missing,
+    available,
+    complete,
+    work,
+    lastSuccessfulAt,
+    history,
+    knownBoundary,
+  };
+}
+
+export function coverageAsOf(
+  plan: ReturnType<typeof planOperationRead>,
+  accountIds: string[],
+): null | string {
+  if (
+    accountIds.length &&
+    accountIds.every((accountId) =>
+      plan.intervals.some(
+        (interval) =>
+          interval.accountId === accountId && interval.asOf,
+      ),
+    )
+  ) {
+    return new Date(
+      Math.min(
+        ...accountIds.map((accountId) =>
+          Math.max(
+            ...plan.intervals
+              .filter((interval) => interval.accountId === accountId)
+              .map((interval) => interval.asOf?.valueOf() ?? UNKNOWN_AS_OF_MS),
+          ),
+        ),
+      ),
+    ).toISOString();
+  }
+  return null;
+}
+
+export function historyState(
+  knownBoundary: boolean,
+  history: ReturnType<typeof planOperationRead>,
+  work: WorkState[],
+  coverageCount: number,
+): 'complete' | 'failed' | 'loading' | 'missing' | 'partial' {
+  if (
+    work.some(
+      (work) => work.state === 'running' && work.priority > operationsSyncPriority.screen,
+    )
+  ) {
+    return 'loading';
+  }
+  if (
+    work.some(
+      (work) => work.state === 'failed' && work.priority > operationsSyncPriority.screen,
+    )
+  ) {
+    return 'failed';
+  }
+  if (
+    knownBoundary &&
+    history.intervals.every(
+      (interval) => interval.availability === 'complete',
+    )
+  ) {
+    return 'complete';
+  }
+  return coverageCount ? 'partial' : 'missing';
+}
+
+export function serializeRange(range: { accountId: string; from: Date; to: Date }) {
+  return { accountId: range.accountId, from: range.from.toISOString(), to: range.to.toISOString() };
+}

src/modules/investments/operations/domain/operations-interval-codec.ts

@@ -0,0 +1,67 @@
+import { type OperationInterval,
+  operationIntervalsOverlap,
+  operationsSyncPriority } from './operations-sync-plan';
+
+export type OperationsIntent = {
+  atomic: boolean;
+  atomicIntervals?: string[];
+  intervals: string[];
+  screenIntervals?: string[];
+};
+
+export function intervalKey(interval: OperationInterval): string {
+  // eslint-disable-next-line sonarjs/no-inverted-boolean-check -- Negation also rejects Invalid Date; >= would silently accept NaN.
+  if (!(interval.from < interval.to)) {
+    throw new Error('Invalid operations interval');
+  }
+  return JSON.stringify([
+    interval.accountId,
+    interval.from.toISOString(),
+    interval.to.toISOString(),
+    interval.instrumentUid ?? '',
+  ]);
+}
+
+export function decodeInterval(key: string): OperationInterval {
+  const [accountId, from, to, instrumentUid] = JSON.parse(key) as string[];
+  return {
+    accountId,
+    from: new Date(from),
+    to: new Date(to),
+    ...(instrumentUid ? { instrumentUid } : {}),
+  };
+}
+
+export function extendRunningIntent(input: {
+  additions: OperationInterval[];
+  intervals: OperationInterval[];
+  pending: OperationInterval[];
+  previous: OperationsIntent | undefined;
+  previousPriority: number;
+  priority: number;
+  publicationAtomic: boolean;
+}): OperationsIntent {
+  const { previous, pending, additions, intervals, priority, previousPriority, publicationAtomic } = input;
+  const overlapsRequested = (item: OperationInterval) =>
+    intervals.some((target) => operationIntervalsOverlap(item, target));
+  const retainedScreen = previous?.screenIntervals ??
+    (previousPriority === operationsSyncPriority.screen ? (previous?.intervals ?? []) : []);
+  const addedScreen = priority === operationsSyncPriority.screen
+    ? [...pending, ...additions].filter(overlapsRequested).map(intervalKey)
+    : [];
+  const ordered = priority < previousPriority
+    ? [
+        ...pending.filter(overlapsRequested),
+        ...additions,
+        ...pending.filter((item) => !overlapsRequested(item)),
+      ]
+    : [...pending, ...additions];
+  return {
+    atomic: previous?.atomic ?? publicationAtomic,
+    atomicIntervals: previous?.atomic
+      ? [...new Set([...(previous.atomicIntervals ?? previous.intervals), ...additions.map(intervalKey)])]
+      : [],
+    screenIntervals: [...new Set([...retainedScreen, ...addedScreen])],
+    intervals: ordered.map(intervalKey),
+  };
+}

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

@@ -1,8 +1,9 @@
-import { formatDecimal } from '../../../../common/decimal';
+import { formatDecimal } from '#src/common/decimal';
-import { MILLISECONDS_PER_SECOND } from '../../../../common/time';
+import { MILLISECONDS_PER_SECOND } from '#src/common/time';
-import { decimal } from '../../../../integrations/tbank/decimal';
+import { decimal } from '#src/integrations/tbank/decimal';
-import { TbankOperationType } from '../../../../integrations/tbank/tbank-protocol';
+import { TbankOperationType } from '#src/integrations/tbank/tbank-protocol';
-import { TbankMoney, TbankOperationItem } from '../../../../integrations/tbank/tbank.api';
+import { TbankMoney, TbankOperationItem } from '#src/integrations/tbank/tbank.api';
+
 import { type OperationCategory } from '../../operation-category';
 import { BrokerageOperationDto } from '../presentation/brokerage-operation.dto';
 

src/modules/investments/operations/infrastructure/brokerage-operations-read.repository.ts

@@ -0,0 +1,193 @@
+import {
+  BadRequestException,
+  Injectable,
+  NotFoundException,
+} from '@nestjs/common';
+import { createHash } from 'node:crypto';
+
+import { PrismaService } from '#src/prisma/prisma.service';
+
+import {
+  dateOnlyBounds,
+  DateOnlyRange,
+  moscowDate,
+} from '../../investment-calendar';
+import { OperationErrorCode } from '../domain/operation-error-code';
+import { decodeInterval } from '../domain/operations-interval-codec';
+
+const CURSOR_LOOKAHEAD_ROWS = 1;
+
+@Injectable()
+export class BrokerageOperationsReadRepository {
+  constructor(private readonly prisma: PrismaService) {}
+
+  async readPage(input: {
+    accountId: string;
+    categories: string[];
+    cursor?: { accountId: string; at: string; binding: string; id: string };
+    filterKey: string;
+    from: Date;
+    instrumentUid?: string;
+    limit?: number;
+    periods?: (openedAt: Date | undefined) => DateOnlyRange[];
+    revision: string;
+    to: Date;
+    userId: string;
+  }) {
+    return this.prisma.$transaction(async (tx) => {
+      const connection = await tx.tbankConnection.findUnique({
+        where: {
+          userId_revision: { userId: input.userId, revision: input.revision },
+          invalidToken: false,
+        },
+        select: {
+          membershipAt: true,
+          membershipRevision: true,
+          accounts: {
+            where:
+              input.accountId === 'all' ? {} : { accountId: input.accountId },
+            orderBy: { accountId: 'asc' },
+            select: {
+              accountId: true,
+              name: true,
+              openedOn: true,
+              operationsRevision: true,
+            },
+          },
+        },
+      });
+      if (!connection) return null;
+      if (
+        connection.membershipAt &&
+        input.accountId !== 'all' &&
+        !connection.accounts.length
+      ) {
+        throw new NotFoundException();
+      }
+      const accounts = connection.accounts;
+      // eslint-disable-next-line sonarjs/no-alphabetical-sort -- Code-unit ordering is intentional for canonical keys and ISO dates; locale collation would change persisted bindings.
+      const oldest = accounts.map((account) => account.openedOn).sort()[0];
+      const openedAt =
+        oldest && accounts.every((account) => account.openedOn)
+          ? new Date(`${oldest}T00:00:00+03:00`)
+          : undefined;
+      const periods = input.periods?.(openedAt).map((period) => {
+        const now = new Date();
+        const bounds = dateOnlyBounds(period, now);
+        return {
+          ...bounds,
+          key: `${period.from}/${period.to}`,
+          movingEnd: period.to >= moscowDate(now),
+        };
+      });
+      const binding = createHash('sha256')
+        .update(
+          JSON.stringify([
+            input.userId,
+            input.revision,
+            input.accountId === 'all' ? connection.membershipRevision : null,
+            accounts.map((account) => [
+              account.accountId,
+              account.operationsRevision,
+            ]),
+            input.filterKey,
+          ]),
+        )
+        .digest('base64url');
+      if (input.cursor && input.cursor.binding !== binding) {
+        throw new BadRequestException({ code: OperationErrorCode.InvalidOperationsCursor });
+      }
+      const scope = {
+        userId: input.userId,
+        revision: input.revision,
+        accountId: { in: accounts.map((account) => account.accountId) },
+      };
+      const coverage = await tx.tbankOperationCoverage.findMany({
+        where: scope,
+      });
+      const work = await tx.tbankSyncWork.findMany({
+        where: {
+          userId: input.userId,
+          revision: input.revision,
+          scopeKey: { startsWith: 'operations:' },
+          state: { in: ['running', 'failed'] },
+        },
+        select: {
+          id: true,
+          state: true,
+          errorCode: true,
+          intent: true,
+          priority: true,
+        },
+      });
+      const membershipWork = await tx.tbankSyncWork.findUnique({
+        where: {
+          userId_revision_scopeKey: {
+            userId: input.userId,
+            revision: input.revision,
+            scopeKey: 'membership',
+          },
+        },
+        select: { id: true, state: true, errorCode: true },
+      });
+      const after = input.cursor;
+      const rows = await tx.tbankOperation.findMany({
+        where: {
+          ...scope,
+          ...(periods
+            ? {
+                OR: periods.map((period) => ({
+                  occurredAt: { gte: period.from, lt: period.to },
+                })),
+              }
+            : { occurredAt: { gte: input.from, lt: input.to } }),
+          ...(input.instrumentUid
+            ? { instrumentUid: input.instrumentUid }
+            : {}),
+          ...(input.categories.length
+            ? { category: { in: input.categories } }
+            : {}),
+          ...(after
+            ? {
+                OR: [
+                  { occurredAt: { lt: new Date(after.at) } },
+                  {
+                    occurredAt: new Date(after.at),
+                    accountId: { gt: after.accountId },
+                  },
+                  {
+                    occurredAt: new Date(after.at),
+                    accountId: after.accountId,
+                    brokerOperationId: { gt: after.id },
+                  },
+                ],
+              }
+            : {}),
+        },
+        orderBy: [
+          { occurredAt: 'desc' },
+          { accountId: 'asc' },
+          { brokerOperationId: 'asc' },
+        ],
+        ...(input.limit === undefined ? {} : { take: input.limit + CURSOR_LOOKAHEAD_ROWS }),
+      });
+      return {
+        connection,
+        periods,
+        membershipWork,
+        binding,
+        rows,
+        coverage: coverage.map(({ instrumentPredicate, ...row }) => ({
+          ...row,
+          instrumentUid: instrumentPredicate || undefined,
+        })),
+        work: work.map(({ intent, ...row }) => ({
+          ...row,
+          intervals: (intent as { intervals: string[] }).intervals.map(
+            decodeInterval,
+          ),
+        })),
+      };
+    });
+  }
+}

src/modules/investments/operations/infrastructure/brokerage-operations.repository.ts

@@ -1,26 +1,25 @@
-import {
+import { Injectable, NotFoundException } from '@nestjs/common';
-  BadRequestException,
-  Injectable,
-  NotFoundException,
-} from '@nestjs/common';
 import { createHash, randomUUID } from 'node:crypto';
 import { isDeepStrictEqual } from 'node:util';
 
-import type { Prisma } from '../../../../../generated/prisma/client';
+import type { Prisma } from '#generated/prisma/client';
-import type {
-  TbankOperationItem,
-  TbankOperationsByCursorResponse,
-} from '../../../../integrations/tbank/tbank.api';
 
-import { TbankErrorCode } from '../../../../integrations/tbank/tbank-error-code';
+import { TbankErrorCode } from '#src/integrations/tbank/tbank-error-code';
-import { isTbankProtocolValue, TbankOperationState } from '../../../../integrations/tbank/tbank-protocol';
+import { isTbankProtocolValue, TbankOperationState } from '#src/integrations/tbank/tbank-protocol';
-import { PrismaService } from '../../../../prisma/prisma.service';
+import { claimSyncWork, lockConnectionGeneration } from '#src/integrations/tbank/tbank-sync-claim';
 import {
-  dateOnlyBounds,
+  isJoinableRunningAttempt,
-  DateOnlyRange,
+  type TbankOperationItem, type TbankOperationsByCursorResponse,
-  moscowDate,
+} from '#src/integrations/tbank/tbank.api';
-} from '../../investment-calendar';
+import { PrismaService } from '#src/prisma/prisma.service';
-import { OperationErrorCode } from '../domain/operation-error-code';
+import { toJson } from '#src/prisma/to-json';
+
+import {
+  decodeInterval,
+  extendRunningIntent,
+  intervalKey,
+  type OperationsIntent,
+} from '../domain/operations-interval-codec';
 import {
   type OperationInterval,
   operationIntervals,
@@ -33,13 +32,13 @@ import {
   operationTimestamp,
 } from './brokerage-operation.mapper';
 
-const CURSOR_LOOKAHEAD_ROWS = 1;
 const EMPTY_INTERVAL_COUNT = 0;
 const SINGLE_WORK_GROUP = 1;
 const INITIAL_PAGE_COUNT = 0;
 const PAGE_INCREMENT = 1;
 const EXPECTED_UPDATED_WORK_ITEMS = 1;
 
+export type { OperationsIntent } from '../domain/operations-interval-codec';
 export type { OperationInterval } from '../domain/operations-sync-plan';
 
 export type OperationAttempt = {
@@ -48,12 +47,6 @@ export type OperationAttempt = {
   revision: string;
   userId: string;
 };
-type OperationsIntent = {
-  atomic: boolean;
-  atomicIntervals?: string[];
-  intervals: string[];
-  screenIntervals?: string[];
-};
 type PageProgress = {
   complete: boolean;
   cursor: string;
@@ -66,176 +59,6 @@ const progressItem = '';
 export class BrokerageOperationsRepository {
   constructor(private readonly prisma: PrismaService) {}
 
-  async readPage(input: {
-    accountId: string;
-    categories: string[];
-    cursor?: { accountId: string; at: string; binding: string; id: string };
-    filterKey: string;
-    from: Date;
-    instrumentUid?: string;
-    limit?: number;
-    periods?: (openedAt: Date | undefined) => DateOnlyRange[];
-    revision: string;
-    to: Date;
-    userId: string;
-  }) {
-    return this.prisma.$transaction(async (tx) => {
-      const connection = await tx.tbankConnection.findUnique({
-        where: {
-          userId_revision: { userId: input.userId, revision: input.revision },
-          invalidToken: false,
-        },
-        select: {
-          membershipAt: true,
-          membershipRevision: true,
-          accounts: {
-            where:
-              input.accountId === 'all' ? {} : { accountId: input.accountId },
-            orderBy: { accountId: 'asc' },
-            select: {
-              accountId: true,
-              name: true,
-              openedOn: true,
-              operationsRevision: true,
-            },
-          },
-        },
-      });
-      if (!connection) return null;
-      if (
-        connection.membershipAt &&
-        input.accountId !== 'all' &&
-        !connection.accounts.length
-      ) {
-        throw new NotFoundException();
-      }
-      const accounts = connection.accounts;
-      // eslint-disable-next-line sonarjs/no-alphabetical-sort -- Code-unit ordering is intentional for canonical keys and ISO dates; locale collation would change persisted bindings.
-      const oldest = accounts.map((account) => account.openedOn).sort()[0];
-      const openedAt =
-        oldest && accounts.every((account) => account.openedOn)
-          ? new Date(`${oldest}T00:00:00+03:00`)
-          : undefined;
-      const periods = input.periods?.(openedAt).map((period) => {
-        const now = new Date();
-        const bounds = dateOnlyBounds(period, now);
-        return {
-          ...bounds,
-          key: `${period.from}/${period.to}`,
-          movingEnd: period.to >= moscowDate(now),
-        };
-      });
-      const binding = createHash('sha256')
-        .update(
-          JSON.stringify([
-            input.userId,
-            input.revision,
-            input.accountId === 'all' ? connection.membershipRevision : null,
-            accounts.map((account) => [
-              account.accountId,
-              account.operationsRevision,
-            ]),
-            input.filterKey,
-          ]),
-        )
-        .digest('base64url');
-      if (input.cursor && input.cursor.binding !== binding) {
-        throw new BadRequestException({ code: OperationErrorCode.InvalidOperationsCursor });
-      }
-      const scope = {
-        userId: input.userId,
-        revision: input.revision,
-        accountId: { in: accounts.map((account) => account.accountId) },
-      };
-      const coverage = await tx.tbankOperationCoverage.findMany({
-        where: scope,
-      });
-      const work = await tx.tbankSyncWork.findMany({
-        where: {
-          userId: input.userId,
-          revision: input.revision,
-          scopeKey: { startsWith: 'operations:' },
-          state: { in: ['running', 'failed'] },
-        },
-        select: {
-          id: true,
-          state: true,
-          errorCode: true,
-          intent: true,
-          priority: true,
-        },
-      });
-      const membershipWork = await tx.tbankSyncWork.findUnique({
-        where: {
-          userId_revision_scopeKey: {
-            userId: input.userId,
-            revision: input.revision,
-            scopeKey: 'membership',
-          },
-        },
-        select: { id: true, state: true, errorCode: true },
-      });
-      const after = input.cursor;
-      const rows = await tx.tbankOperation.findMany({
-        where: {
-          ...scope,
-          ...(periods
-            ? {
-                OR: periods.map((period) => ({
-                  occurredAt: { gte: period.from, lt: period.to },
-                })),
-              }
-            : { occurredAt: { gte: input.from, lt: input.to } }),
-          ...(input.instrumentUid
-            ? { instrumentUid: input.instrumentUid }
-            : {}),
-          ...(input.categories.length
-            ? { category: { in: input.categories } }
-            : {}),
-          ...(after
-            ? {
-                OR: [
-                  { occurredAt: { lt: new Date(after.at) } },
-                  {
-                    occurredAt: new Date(after.at),
-                    accountId: { gt: after.accountId },
-                  },
-                  {
-                    occurredAt: new Date(after.at),
-                    accountId: after.accountId,
-                    brokerOperationId: { gt: after.id },
-                  },
-                ],
-              }
-            : {}),
-        },
-        orderBy: [
-          { occurredAt: 'desc' },
-          { accountId: 'asc' },
-          { brokerOperationId: 'asc' },
-        ],
-        ...(input.limit === undefined ? {} : { take: input.limit + CURSOR_LOOKAHEAD_ROWS }),
-      });
-      return {
-        connection,
-        periods,
-        membershipWork,
-        binding,
-        rows,
-        coverage: coverage.map(({ instrumentPredicate, ...row }) => ({
-          ...row,
-          instrumentUid: instrumentPredicate || undefined,
-        })),
-        work: work.map(({ intent, ...row }) => ({
-          ...row,
-          intervals: (intent as { intervals: string[] }).intervals.map(
-            decodeInterval,
-          ),
-        })),
-      };
-    });
-  }
-
   async coverage(userId: string, revision: string, accountIds: string[]) {
     const rows = await this.prisma.tbankOperationCoverage.findMany({
       where: {
@@ -268,16 +91,10 @@ export class BrokerageOperationsRepository {
         .update(JSON.stringify([...new Set(intervals.map(intervalKey))].sort()))
         .digest('hex');
     return this.prisma.$transaction(async (tx) => {
-      const locked = await tx.tbankConnection.updateMany({
+      const locked = await lockConnectionGeneration(tx, { userId, revision }, {
-        where: {
+        membershipAt: { not: null },
-          userId,
-          revision,
-          invalidToken: false,
-          membershipAt: { not: null },
-        },
-        data: { membershipRevision: { increment: 0 } },
       });
-      if (!locked.count) return null;
+      if (!locked) return null;
       const accounts = await tx.tbankAccount.findMany({
         where: { userId, revision },
         select: { accountId: true, openedOn: true },
@@ -379,9 +196,7 @@ export class BrokerageOperationsRepository {
         publicationAtomic && previousIntent && !previousIntent.atomic;
       if (
         touching.length <= SINGLE_WORK_GROUP &&
-        previous?.state === 'running' &&
+        isJoinableRunningAttempt(previous, processRunId, runningAttempts) &&
-        previous.processRunId === processRunId &&
-        runningAttempts.has(previous.attemptId) &&
         !upgradeGroup
       ) {
         const pending = previousIntent?.intervals.map(decodeInterval) ?? [];
@@ -656,9 +471,7 @@ export class BrokerageOperationsRepository {
         ) {
           continue;
         }
-        const payload = JSON.parse(
+        const payload = toJson({ ...operation, cursor: undefined });
-          JSON.stringify({ ...operation, cursor: undefined }),
-        ) as Prisma.InputJsonObject;
         // Provider pagination position is not part of a financial row.
         const identity = { ...stage, itemKey: operation.id };
         const previous = await tx.tbankSyncStage.findUnique({
@@ -882,74 +695,10 @@ export class BrokerageOperationsRepository {
   }
 }
 
-function extendRunningIntent(input: {
-  additions: OperationInterval[];
-  intervals: OperationInterval[];
-  pending: OperationInterval[];
-  previous: OperationsIntent | undefined;
-  previousPriority: number;
-  priority: number;
-  publicationAtomic: boolean;
-}): OperationsIntent {
-  const { previous, pending, additions, intervals, priority, previousPriority, publicationAtomic } = input;
-  const overlapsRequested = (item: OperationInterval) =>
-    intervals.some((target) => operationIntervalsOverlap(item, target));
-  const retainedScreen = previous?.screenIntervals ??
-    (previousPriority === operationsSyncPriority.screen ? (previous?.intervals ?? []) : []);
-  const addedScreen = priority === operationsSyncPriority.screen
-    ? [...pending, ...additions].filter(overlapsRequested).map(intervalKey)
-    : [];
-  const ordered = priority < previousPriority
-    ? [
-        ...pending.filter(overlapsRequested),
-        ...additions,
-        ...pending.filter((item) => !overlapsRequested(item)),
-      ]
-    : [...pending, ...additions];
-  return {
-    atomic: previous?.atomic ?? publicationAtomic,
-    atomicIntervals: previous?.atomic
-      ? [...new Set([...(previous.atomicIntervals ?? previous.intervals), ...additions.map(intervalKey)])]
-      : [],
-    screenIntervals: [...new Set([...retainedScreen, ...addedScreen])],
-    intervals: ordered.map(intervalKey),
-  };
-}
-
-function intervalKey(interval: OperationInterval): string {
-  // eslint-disable-next-line sonarjs/no-inverted-boolean-check -- Negation also rejects Invalid Date; >= would silently accept NaN.
-  if (!(interval.from < interval.to)) {
-    throw new Error('Invalid operations interval');
-  }
-  return JSON.stringify([
-    interval.accountId,
-    interval.from.toISOString(),
-    interval.to.toISOString(),
-    interval.instrumentUid ?? '',
-  ]);
-}
-
 async function claim(
   tx: Prisma.TransactionClient,
   attempt: OperationAttempt,
 ): Promise<boolean> {
-  const result = await tx.tbankSyncWork.updateMany({
+  const count = await claimSyncWork(tx, attempt, { updatedAt: new Date() });
-    where: {
+  return count === EXPECTED_UPDATED_WORK_ITEMS;
-      ...attempt,
-      state: 'running',
-      connection: { invalidToken: false },
-    },
-    data: { updatedAt: new Date() },
-  });
-  return result.count === EXPECTED_UPDATED_WORK_ITEMS;
-}
-
-function decodeInterval(key: string): OperationInterval {
-  const [accountId, from, to, instrumentUid] = JSON.parse(key) as string[];
-  return {
-    accountId,
-    from: new Date(from),
-    to: new Date(to),
-    ...(instrumentUid ? { instrumentUid } : {}),
-  };
 }

src/modules/investments/operations/operations.module.ts

@@ -1,10 +1,13 @@
 import { Module } from '@nestjs/common';
 
-import { TbankModule } from '../../../integrations/tbank/tbank.module';
+import { TbankModule } from '#src/integrations/tbank/tbank.module';
+
 import { AuthModule } from '../../auth/auth.module';
 import { TbankSyncRepositoryModule } from '../tbank-sync/tbank-sync-repository.module';
 import { BrokerageOperationsSyncService } from './application/brokerage-operations-sync.service';
 import { BrokerageOperationsService } from './application/brokerage-operations.service';
+import { LocalOperationsCursorCodec } from './application/local-operations-cursor.codec';
+import { BrokerageOperationsReadRepository } from './infrastructure/brokerage-operations-read.repository';
 import { BrokerageOperationsRepository } from './infrastructure/brokerage-operations.repository';
 import { BrokerageOperationsController } from './presentation/brokerage-operations.controller';
 
@@ -14,6 +17,8 @@ import { BrokerageOperationsController } from './presentation/brokerage-operatio
   providers: [
     BrokerageOperationsService,
     BrokerageOperationsRepository,
+    BrokerageOperationsReadRepository,
+    LocalOperationsCursorCodec,
     BrokerageOperationsSyncService,
   ],
   exports: [BrokerageOperationsService, BrokerageOperationsSyncService],

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

@@ -13,7 +13,8 @@ import {
   Min,
 } from 'class-validator';
 
-import { MoneyDto } from '../../../../common/money.dto';
+import { MoneyDto } from '#src/common/money.dto';
+
 import { AccountReferenceDto } from '../../account-reference.dto';
 import { InvestmentResourceMetaDto } from '../../investment-resource.dto';
 import { operationCategories, type OperationCategory } from '../../operation-category';

src/modules/investments/operations/presentation/brokerage-operations.controller.spec.ts

@@ -1,4 +1,4 @@
-jest.mock('../../../../prisma/prisma.service', () => ({
+jest.mock('#src/prisma/prisma.service', () => ({
   PrismaService: class PrismaService {},
 }));
 

src/modules/investments/operations/presentation/brokerage-operations.controller.ts

@@ -3,8 +3,9 @@ import type { Request } from 'express';
 import { Controller, Get, Param, Query, Req, UseGuards } from '@nestjs/common';
 import { ApiBearerAuth, ApiOkResponse, ApiTags } from '@nestjs/swagger';
 
-import { ApiProblemResponses } from '../../../../common/decorators/api-safe-error-response.decorator';
+import { ApiProblemResponses } from '#src/common/decorators/api-safe-error-response.decorator';
-import { AccessPayload, JwtAuthGuard } from '../../../auth/auth.api';
+import { AccessPayload, JwtAuthGuard } from '#src/modules/auth/auth.api';
+
 import { BrokerageOperationsService } from '../application/brokerage-operations.service';
 import {
   BrokerageOperationsQueryDto,

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

@@ -1,8 +1,9 @@
 import { Injectable } from '@nestjs/common';
 
+import { add, decimalFromString, formatDecimal } from '#src/common/decimal';
+
 import type { InvestmentResourceMetaDto } from '../../investment-resource.dto';
 
-import { add, decimalFromString, formatDecimal } from '../../../../common/decimal';
 import { investmentResourceMeta } from '../../investment-resource.mapper';
 import {
   ForecastRepository,

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

@@ -1,5 +1,5 @@
 import assert from 'node:assert/strict';
-jest.mock('../../../../prisma/prisma.service', () => ({
+jest.mock('#src/prisma/prisma.service', () => ({
   PrismaService: class {},
 }));
 import { PortfolioDto } from '../presentation/portfolio.dto';

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

@@ -4,10 +4,10 @@ import {
 } from '@nestjs/common';
 import { randomUUID } from 'node:crypto';
 
-import type { Prisma } from '../../../../../generated/prisma/client';
+import type { Prisma } from '#generated/prisma/client';
 
-import { StructuredLogger } from '../../../../common/logging/structured-logger.service';
+import { StructuredLogger } from '#src/common/logging/structured-logger.service';
-import { isTbankErrorCode, TbankErrorCode } from '../../../../integrations/tbank/tbank-error-code';
+import { isTbankErrorCode, TbankErrorCode } from '#src/integrations/tbank/tbank-error-code';
 import {
   InstrumentMetadataService,
   metadataKey,
@@ -17,7 +17,8 @@ import {
   type TbankMoney,
   type TbankPortfolio,
   tbankSourceTtlMs,
-} from '../../../../integrations/tbank/tbank.api';
+} from '#src/integrations/tbank/tbank.api';
+
 import { investmentResourceMeta } from '../../investment-resource.mapper';
 import {
   hourlyAttempt,

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

@@ -1,8 +1,9 @@
 import { NotFoundException } from '@nestjs/common';
 
-jest.mock('../../../../prisma/prisma.service', () => ({ PrismaService: class {} }));
+jest.mock('#src/prisma/prisma.service', () => ({ PrismaService: class {} }));
-import { TbankErrorCode } from '../../../../integrations/tbank/tbank-error-code';
+import { TbankErrorCode } from '#src/integrations/tbank/tbank-error-code';
-import { InstrumentIdType } from '../../../../integrations/tbank/tbank-protocol';
+import { InstrumentIdType } from '#src/integrations/tbank/tbank-protocol';
+
 import { PositionClassificationService } from './position-classification.service';
 
 describe('PositionClassificationService', () => {

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

@@ -1,12 +1,13 @@
 import { Injectable, NotFoundException } from '@nestjs/common';
 
-import { isZero } from '../../../../common/decimal';
+import { isZero } from '#src/common/decimal';
-import { StructuredLogger } from '../../../../common/logging/structured-logger.service';
+import { StructuredLogger } from '#src/common/logging/structured-logger.service';
-import { MILLISECONDS_PER_DAY } from '../../../../common/time';
+import { MILLISECONDS_PER_DAY } from '#src/common/time';
-import { decimal } from '../../../../integrations/tbank/decimal';
+import { decimal } from '#src/integrations/tbank/decimal';
-import { isTbankErrorCode, TbankErrorCode } from '../../../../integrations/tbank/tbank-error-code';
+import { isTbankErrorCode, TbankErrorCode } from '#src/integrations/tbank/tbank-error-code';
-import { InstrumentIdType } from '../../../../integrations/tbank/tbank-protocol';
+import { InstrumentIdType } from '#src/integrations/tbank/tbank-protocol';
-import { metadataKey, TbankClient, type TbankPortfolio } from '../../../../integrations/tbank/tbank.api';
+import { metadataKey, TbankClient, type TbankPortfolio } from '#src/integrations/tbank/tbank.api';
+
 import { PositionClassificationRepository } from '../infrastructure/position-classification.repository';
 
 export type Classification = { issuer: null | { id: string; name: string }; sector: null | string };

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

@@ -1,11 +1,11 @@
-import type { Money } from '../../../../common/money.types';
+import type { Money } from '#src/common/money.types';
 
 import {
   add,
   DECIMAL_RADIX,
   decimalFromString,
   formatDecimal,
-} from '../../../../common/decimal';
+} from '#src/common/decimal';
 
 const ZERO_AMOUNT = 0n;
 const INITIAL_UNVALUED_COUNT = 0;

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

@@ -1,10 +1,10 @@
-import type { Money } from '../../../../common/money.types';
+import type { Money } from '#src/common/money.types';
 
 import {
   add,
   decimalFromString,
   formatDecimal,
-} from '../../../../common/decimal';
+} from '#src/common/decimal';
 
 export function sumMoneyByCurrency(amounts: Money[]): Money[] {
   const totals = new Map<string, ReturnType<typeof decimalFromString>>();

src/modules/investments/portfolio/infrastructure/forecast.repository.ts

@@ -1,9 +1,10 @@
 import { Injectable } from '@nestjs/common';
 import { isDeepStrictEqual } from 'node:util';
 
-import type { Prisma } from '../../../../../generated/prisma/client';
+import type { Prisma } from '#generated/prisma/client';
 
-import { PrismaService } from '../../../../prisma/prisma.service';
+import { PrismaService } from '#src/prisma/prisma.service';
+import { toJson } from '#src/prisma/to-json';
 
 const FIRST_BATCH_OFFSET = 0;
 
@@ -142,13 +143,11 @@ export class ForecastRepository {
       ) {
         return fallback;
       }
-      const revisions = JSON.parse(
+      const revisions = toJson({
-        JSON.stringify({
+        portfolioProjection: input.portfolioProjection,
-          portfolioProjection: input.portfolioProjection,
+        portfolios: input.portfolios,
-          portfolios: input.portfolios,
+        sources: input.sources,
-          sources: input.sources,
+      });
-        }),
-      ) as Prisma.InputJsonObject;
       const timestamps = input.timestamps as Prisma.InputJsonArray;
       if (
         fallback?.scopeKey === input.scopeKey &&
@@ -159,9 +158,7 @@ export class ForecastRepository {
       }
       const data = {
         membershipRevision: input.membershipRevision,
-        payload: JSON.parse(
+        payload: toJson(input.candidate),
-          JSON.stringify(input.candidate),
-        ) as Prisma.InputJsonObject,
         dependencyRevisions: revisions,
         sourceTimestamps: timestamps,
         calculatedAt: new Date(),

src/modules/investments/portfolio/infrastructure/portfolio.repository.ts

@@ -1,12 +1,15 @@
 import { Injectable } from '@nestjs/common';
 import { randomUUID } from 'node:crypto';
 
-import type { Prisma } from '../../../../../generated/prisma/client';
+import type { Prisma } from '#generated/prisma/client';
-import type { PortfolioDto } from '../presentation/portfolio.dto';
 
-import { TbankErrorCode } from '../../../../integrations/tbank/tbank-error-code';
+import { TbankErrorCode } from '#src/integrations/tbank/tbank-error-code';
-import { tbankSourceNeedsRefresh, tbankSourceTtlMs } from '../../../../integrations/tbank/tbank.api';
+import { lockConnectionGeneration } from '#src/integrations/tbank/tbank-sync-claim';
-import { PrismaService } from '../../../../prisma/prisma.service';
+import { isJoinableRunningAttempt, tbankSourceNeedsRefresh, tbankSourceTtlMs } from '#src/integrations/tbank/tbank.api';
+import { PrismaService } from '#src/prisma/prisma.service';
+import { toJson } from '#src/prisma/to-json';
+
+import type { PortfolioDto } from '../presentation/portfolio.dto';
 
 const EXPECTED_UPDATED_ACCOUNTS = 1;
 
@@ -56,16 +59,10 @@ export class PortfolioRepository {
     force: boolean,
   ) {
     return this.prisma.$transaction(async (tx) => {
-      const current = await tx.tbankConnection.updateMany({
+      const current = await lockConnectionGeneration(tx, { userId, revision }, {
-        where: {
+        accounts: { some: { accountId } },
-          userId,
-          revision,
-          invalidToken: false,
-          accounts: { some: { accountId } },
-        },
-        data: { membershipRevision: { increment: 0 } },
       });
-      if (!current.count) return null;
+      if (!current) return null;
       const snapshot = await tx.tbankPortfolio.findUnique({
         where: { userId_revision_accountId: { userId, revision, accountId } },
       });
@@ -86,11 +83,7 @@ export class PortfolioRepository {
         return null;
       }
       const scope = portfolioWorkScope;
-      if (
+      if (isJoinableRunningAttempt(previous, processRunId, pending)) {
-        previous?.state === 'running' &&
-        previous.processRunId === processRunId &&
-        pending.has(previous.attemptId)
-      ) {
         return { work: previous, launch: false };
       }
       const data = {
@@ -137,7 +130,7 @@ export class PortfolioRepository {
         accountId,
       };
       const data = {
-        payload: JSON.parse(JSON.stringify(snapshot)) as Prisma.InputJsonObject,
+        payload: toJson(snapshot),
         fetchedAt: new Date(snapshot.lastSuccessfulAt),
       };
       await tx.tbankPortfolio.upsert({

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

@@ -1,6 +1,6 @@
 import { Injectable } from '@nestjs/common';
 
-import { PrismaService } from '../../../../prisma/prisma.service';
+import { PrismaService } from '#src/prisma/prisma.service';
 
 @Injectable()
 export class PositionClassificationRepository {

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

@@ -1,6 +1,4 @@
-import type { Money } from '../../../../common/money.types';
+import type { Money } from '#src/common/money.types';
-import type { Classification } from '../application/position-classification.service';
-import type { PortfolioDto, PortfolioPositionDto } from '../presentation/portfolio.dto';
 
 import {
   add,
@@ -9,15 +7,19 @@ import {
   isZero,
   multiply,
   subtract,
-} from '../../../../common/decimal';
+} from '#src/common/decimal';
-import { decimal } from '../../../../integrations/tbank/decimal';
+import { decimal } from '#src/integrations/tbank/decimal';
 import {
   metadataKey,
   type TbankInstrument,
   type TbankMoney,
   TbankPortfolio,
   TbankPositions,
-} from '../../../../integrations/tbank/tbank.api';
+} from '#src/integrations/tbank/tbank.api';
+
+import type { Classification } from '../application/position-classification.service';
+import type { PortfolioDto, PortfolioPositionDto } from '../presentation/portfolio.dto';
+
 import { portfolioStructure } from '../domain/portfolio-structure';
 
 const types: Record<string, string> = {

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

@@ -1,6 +1,7 @@
 import { Module } from '@nestjs/common';
 
-import { TbankModule } from '../../../integrations/tbank/tbank.module';
+import { TbankModule } from '#src/integrations/tbank/tbank.module';
+
 import { AuthModule } from '../../auth/auth.module';
 import { TbankSyncRepositoryModule } from '../tbank-sync/tbank-sync-repository.module';
 import { ForecastService } from './application/forecast.service';

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

@@ -3,8 +3,9 @@ import type { Request } from 'express';
 import { Controller, Get, Param, Req, UseGuards } from '@nestjs/common';
 import { ApiBearerAuth, ApiOkResponse, ApiTags } from '@nestjs/swagger';
 
-import { ApiProblemResponses } from '../../../../common/decorators/api-safe-error-response.decorator';
+import { ApiProblemResponses } from '#src/common/decorators/api-safe-error-response.decorator';
-import { AccessPayload, JwtAuthGuard } from '../../../auth/auth.api';
+import { AccessPayload, JwtAuthGuard } from '#src/modules/auth/auth.api';
+
 import { PortfolioService } from '../application/portfolio.service';
 import { PortfolioResourceDto } from './portfolio.dto';
 

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

@@ -1,6 +1,7 @@
 import { ApiProperty, ApiPropertyOptional } from '@nestjs/swagger';
 
-import { MoneyDto } from '../../../../common/money.dto';
+import { MoneyDto } from '#src/common/money.dto';
+
 import { AccountReferenceDto } from '../../account-reference.dto';
 import { InvestmentResourceMetaDto } from '../../investment-resource.dto';