fix(performance): ignore non-RUB cash flows (WealthLedger/main#55)

Filter non-RUB data at ingest, collapse per-currency collections into single RUB Money, drop currency from TbankPortfolioValuePoint, remove NON_RUB_ACTIVITY and screener currency filter.

BREAKING CHANGE: per-currency API fields replaced with single RUB Money; stock screener currency param removed.

.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
-через concrete repositories; существующие связные CRUD/transaction services
-сохраняют прямые queries по [data convention](conventions/data.md).
+PrismaService владеет DB lifecycle. Application services/use cases получают
+данные через concrete repositories; запросы и CAS живут в infrastructure
+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
-по [Data](conventions/data.md); use case получает данные через repository и сам
-Prisma queries не выполняет. Entity/interface на каждую таблицу не требуется.
+infrastructure. Application не строит Prisma queries: use case и связный CRUD
+service обращаются к репозиторию по [Data](conventions/data.md). Entity/interface
+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
-services (auth, lifecycle подключения, изменения карт/операций/категорий)
-сохраняют queries рядом с CAS и проверками инварианта, если их перенос требует
-лишь набора pass-through методов. Новая самостоятельная read/write capability
-получает repository method; самостоятельный use case не выполняет Prisma queries.
-`BankCardsRepository.write` сохраняет общую retry/transaction boundary для
-существующих banking services. Такой callback с Prisma transaction client —
-локальная техническая граница этих services, не API для domain или use cases.
+Application-код не импортирует PrismaService и не строит Prisma queries.
+Репозиторий владеет запросом и CAS-проверкой результата, а application —
+правилами и формированием ответа. Типы Prisma допустимы только в type-only
+импортах для существующей транзакционной границы. Не создавай обёртку
+на каждый вызов Prisma без текущего потребителя. `BankCardsRepository.write`
+сохраняет retry/transaction boundary для банковских записей; callback с
+transaction client — локальная техническая граница, не API для domain.
 
 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`
-для refresh rotation. Сначала пойми invariant; не копируй его flow в другой use case.
+Пример: AuthRepository преобразует P2002 в результат регистрации и выполняет
+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

.ai/conventions/engineering.md

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

.gitea/ISSUE_TEMPLATE/bug.md

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

.gitea/ISSUE_TEMPLATE/engineering.md

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

.gitea/ISSUE_TEMPLATE/feature.md

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

.gitea/ISSUE_TEMPLATE/refactor.md

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

.gitea/PULL_REQUEST_TEMPLATE.md

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

.gitea/workflows/image.yml

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

.gitea/workflows/verify.yml

@@ -34,12 +34,17 @@ jobs:
           HEAD_SHA: ${{ github.event.pull_request.head.sha }}
         run: |
           printf '%s\n' "$PR_TITLE" | npm run commitlint -- --strict
-          npm run commitlint -- --strict --from "$BASE_SHA" --to "$HEAD_SHA"
+          if [[ "$PR_TITLE" =~ ^chore\(release\):\ [0-9]+\.[0-9]+\.[0-9]+$ ]]; then
+            npm run commitlint -- --strict --from "$HEAD_SHA^" --to "$HEAD_SHA"
+          else
+            npm run commitlint -- --strict --from "$BASE_SHA" --to "$HEAD_SHA"
+          fi
 
   security:
     needs: commits
     if: >-
       !cancelled() &&
+      gitea.event.action != 'edited' &&
       (needs.commits.result == 'success' || needs.commits.result == 'skipped')
     timeout-minutes: 15
     runs-on: ubuntu-latest
@@ -67,7 +72,8 @@ jobs:
   verify:
     needs: [commits, security]
     if: >-
-      !cancelled() && needs.security.result == 'success' &&
+      !cancelled() && gitea.event.action != 'edited' &&
+      needs.security.result == 'success' &&
       gitea.event_name != 'schedule'
     timeout-minutes: 45
     runs-on: ubuntu-latest
@@ -81,12 +87,10 @@ jobs:
         with:
           node-version-file: .nvmrc
       - run: npm ci
-      - name: Generate Prisma client before typechecks
-        run: npx --no-install prisma generate
       - name: Run all backend gates
         run: npm run verify
       - name: Run isolated SQLite and runtime OpenAPI suites
-        run: npm run test:e2e
+        run: node test/sqlite.cjs --all
       - name: Analyze develop with SonarQube
         if: gitea.event_name == 'push' && gitea.ref == 'refs/heads/develop'
         # v2.3.0: same Docker-based scanner used for SonarQube 9.9.

.nvmrc

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

AGENTS.md

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

CHANGELOG.md

@@ -1,5 +1,170 @@
 # 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
+
+* extend account list portfolio summary ([#138](https://git.personal.ksv741.ru/WealthLedger/backend/issues/138)) ([97fc41f](https://git.personal.ksv741.ru/WealthLedger/backend/commit/97fc41fa295a7a943a27171fa41cdaf286632956))
+* **portfolio:** store and publish instrument sector and issuer (WealthLedger/main[#48](https://git.personal.ksv741.ru/WealthLedger/backend/issues/48)) ([#148](https://git.personal.ksv741.ru/WealthLedger/backend/issues/148)) ([17432df](https://git.personal.ksv741.ru/WealthLedger/backend/commit/17432dfee3d7d06841caea4419a062e2a4bfc82c))
+
+### Bug Fixes
+
+* count brokerage cash once and skip short-position return percent (WealthLedger/backend[#140](https://git.personal.ksv741.ru/WealthLedger/backend/issues/140)) ([f2843e3](https://git.personal.ksv741.ru/WealthLedger/backend/commit/f2843e30bda5442158ec145cc63a5491506bb60f))
+* reset portfolio value points inflated by double-counted cash (WealthLedger/backend[#140](https://git.personal.ksv741.ru/WealthLedger/backend/issues/140)) ([2325b63](https://git.personal.ksv741.ru/WealthLedger/backend/commit/2325b638839240bf5d6d4f7e6e1f8eaa82d4d7fd))
+* scope income and ledger sync to requested intervals (WealthLedger/backend[#57](https://git.personal.ksv741.ru/WealthLedger/backend/issues/57)) ([#147](https://git.personal.ksv741.ru/WealthLedger/backend/issues/147)) ([5e84e1e](https://git.personal.ksv741.ru/WealthLedger/backend/commit/5e84e1e5f1943b5af1992a3a946194b27fc1a1d5))
+* use available Debian packages in image build ([#129](https://git.personal.ksv741.ru/WealthLedger/backend/issues/129)) ([a250142](https://git.personal.ksv741.ru/WealthLedger/backend/commit/a250142a86e07ec7047e642afa16492fa4987f9a))
+
+### Refactoring
+
+* expose tbank-sync public api and guard its boundary (WealthLedger/backend[#118](https://git.personal.ksv741.ru/WealthLedger/backend/issues/118)) ([#143](https://git.personal.ksv741.ru/WealthLedger/backend/issues/143)) ([5295945](https://git.personal.ksv741.ru/WealthLedger/backend/commit/5295945ab237a6e94aa64d7bb54bfd04554ca9f9))
+* publish typed problem detail codes (WealthLedger/backend[#117](https://git.personal.ksv741.ru/WealthLedger/backend/issues/117)) ([#144](https://git.personal.ksv741.ru/WealthLedger/backend/issues/144)) ([d37fa2c](https://git.personal.ksv741.ru/WealthLedger/backend/commit/d37fa2c9034e90e9d22d4022c45fc36c22dd2ab3))
+* remove tbank-sync operations import cycle (WealthLedger/backend[#116](https://git.personal.ksv741.ru/WealthLedger/backend/issues/116)) ([#142](https://git.personal.ksv741.ru/WealthLedger/backend/issues/142)) ([22668da](https://git.personal.ksv741.ru/WealthLedger/backend/commit/22668da3fa0666bdd22737913379c99d4cf01993))
+
+### Tests
+
+* cover portfolio publish rollback and claim fence (WealthLedger/backend[#105](https://git.personal.ksv741.ru/WealthLedger/backend/issues/105)) ([#146](https://git.personal.ksv741.ru/WealthLedger/backend/issues/146)) ([e350146](https://git.personal.ksv741.ru/WealthLedger/backend/commit/e350146749293f2eaf8060f7626ff3c1cd8edf2c))
+* replace operations sync delays with explicit barriers (WealthLedger/backend[#104](https://git.personal.ksv741.ru/WealthLedger/backend/issues/104)) ([#145](https://git.personal.ksv741.ru/WealthLedger/backend/issues/145)) ([99b137e](https://git.personal.ksv741.ru/WealthLedger/backend/commit/99b137ed0b39ab73b6a28d1a494d2d98bf8fa380))
+
+## [2.3.1](https://git.personal.ksv741.ru/WealthLedger/backend/compare/v2.3.0...v2.3.1) (2026-10-24)
+
+### Bug Fixes
+
+* use available Debian packages in image build ([#129](https://git.personal.ksv741.ru/WealthLedger/backend/issues/129)) ([a250142](https://git.personal.ksv741.ru/WealthLedger/backend/commit/a250142a86e07ec7047e642afa16492fa4987f9a))
+
+## [2.3.0](https://git.personal.ksv741.ru/WealthLedger/backend/compare/v2.2.0...v2.3.0) (2026-10-24)
+
+### Features
+
+* log unhandled errors and pretty dev output (WealthLedger/backend[#120](https://git.personal.ksv741.ru/WealthLedger/backend/issues/120)) ([#126](https://git.personal.ksv741.ru/WealthLedger/backend/issues/126)) ([966a1f7](https://git.personal.ksv741.ru/WealthLedger/backend/commit/966a1f793aa2087cce3e47750e0017f78315bd64))
+
+### Bug Fixes
+
+* persist refresh cookie across browser restarts (WealthLedger/backend[#123](https://git.personal.ksv741.ru/WealthLedger/backend/issues/123)) ([d1f6969](https://git.personal.ksv741.ru/WealthLedger/backend/commit/d1f6969dc7c22ae3cf7396bccdbf0cea2f61db2e))
+
+### Maintenance
+
+* **deps:** update non-major dependencies [#11](https://git.personal.ksv741.ru/WealthLedger/backend/issues/11) ([449cfcd](https://git.personal.ksv741.ru/WealthLedger/backend/commit/449cfcd6c5a91307012bb3a640c8255ba243cbf5))
+
+## [2.2.0](https://git.personal.ksv741.ru/WealthLedger/backend/compare/v2.1.0...v2.2.0) (2026-10-18)
+
+### Features
+
+* unify income payment cards and drop period comparisons (WealthLedger/main[#33](https://git.personal.ksv741.ru/WealthLedger/backend/issues/33)) ([#83](https://git.personal.ksv741.ru/WealthLedger/backend/issues/83)) ([31b0e15](https://git.personal.ksv741.ru/WealthLedger/backend/commit/31b0e1557978019a9293e5fd3efeee319194cddd))
+
+### Bug Fixes
+
+* align password policy to 8-72 printable ASCII on register (WealthLedger/backend[#60](https://git.personal.ksv741.ru/WealthLedger/backend/issues/60)) ([#109](https://git.personal.ksv741.ru/WealthLedger/backend/issues/109)) ([e03fad6](https://git.personal.ksv741.ru/WealthLedger/backend/commit/e03fad622bfec0fa7e42d536f65e361d319a1ac9))
+* restore screener OpenAPI constraints (WealthLedger/backend[#70](https://git.personal.ksv741.ru/WealthLedger/backend/issues/70)) ([#95](https://git.personal.ksv741.ru/WealthLedger/backend/issues/95)) ([2ad3517](https://git.personal.ksv741.ru/WealthLedger/backend/commit/2ad3517d87bffa8af9285d72fd6f78b96b3eed9f))
+* separate T-Bank RPC network time from queue wait (WealthLedger/backend[#81](https://git.personal.ksv741.ru/WealthLedger/backend/issues/81)) ([#94](https://git.personal.ksv741.ru/WealthLedger/backend/issues/94)) ([0d7839c](https://git.personal.ksv741.ru/WealthLedger/backend/commit/0d7839cf79669768bba55f420ed43304545ac8d9))
+* skip hourly terms overlapped by a long walk (WealthLedger/backend[#54](https://git.personal.ksv741.ru/WealthLedger/backend/issues/54)) ([6975853](https://git.personal.ksv741.ru/WealthLedger/backend/commit/6975853656698b61781ca056f35c0d68e47ea32a))
+* surface durable hourly attempt in accounts and income meta (WealthLedger/backend[#58](https://git.personal.ksv741.ru/WealthLedger/backend/issues/58)) ([14bcb9d](https://git.personal.ksv741.ru/WealthLedger/backend/commit/14bcb9da5ff081710d672d140175d348a03a2fe5))
+* translate permanent invalid-token errors on online entrypoints (WealthLedger/backend[#59](https://git.personal.ksv741.ru/WealthLedger/backend/issues/59)) ([#110](https://git.personal.ksv741.ru/WealthLedger/backend/issues/110)) ([8a6f60d](https://git.personal.ksv741.ru/WealthLedger/backend/commit/8a6f60d9651fc7c474dd9b3690314505e18c4fa0))
+
+### Performance
+
+* batch bank operation page relations (WealthLedger/backend[#68](https://git.personal.ksv741.ru/WealthLedger/backend/issues/68)) ([285dd08](https://git.personal.ksv741.ru/WealthLedger/backend/commit/285dd08472d9acb66fab8d46d511d9ce607b110f))
+* start bond search prices with details (WealthLedger/backend[#71](https://git.personal.ksv741.ru/WealthLedger/backend/issues/71)) ([#89](https://git.personal.ksv741.ru/WealthLedger/backend/issues/89)) ([da2e1d0](https://git.personal.ksv741.ru/WealthLedger/backend/commit/da2e1d0781d23f4ab1c38e7bf3cad2e254d026d5))
+
+### Refactoring
+
+* extract shared public instrument projection ([#69](https://git.personal.ksv741.ru/WealthLedger/backend/issues/69)) ([#84](https://git.personal.ksv741.ru/WealthLedger/backend/issues/84)) ([9b7e5e1](https://git.personal.ksv741.ru/WealthLedger/backend/commit/9b7e5e1215b7c1c5320effb6ba5b2c2a8b0cd604))
+* remove unreachable catalog producer and sync orchestration (WealthLedger/backend[#62](https://git.personal.ksv741.ru/WealthLedger/backend/issues/62)) ([#98](https://git.personal.ksv741.ru/WealthLedger/backend/issues/98)) ([96d4de4](https://git.personal.ksv741.ru/WealthLedger/backend/commit/96d4de4195b105d64ac6ffaf8d3d8aab4142ece4))
+
+### CI
+
+* validate edited PR titles (WealthLedger/backend[#74](https://git.personal.ksv741.ru/WealthLedger/backend/issues/74)) ([bbb5aff](https://git.personal.ksv741.ru/WealthLedger/backend/commit/bbb5afff842720374feecfcd74eea83283e0b2ae))
+
+### Tests
+
+* await portfolio publication done instead of polling ticks (WealthLedger/backend[#63](https://git.personal.ksv741.ru/WealthLedger/backend/issues/63)) ([#103](https://git.personal.ksv741.ru/WealthLedger/backend/issues/103)) ([7023021](https://git.personal.ksv741.ru/WealthLedger/backend/commit/702302126b81335959be2e66b4b5ad38e5806b70))
+* cover auth token, cookie and expiry boundaries (WealthLedger/backend[#61](https://git.personal.ksv741.ru/WealthLedger/backend/issues/61)) ([#113](https://git.personal.ksv741.ru/WealthLedger/backend/issues/113)) ([32622c1](https://git.personal.ksv741.ru/WealthLedger/backend/commit/32622c1dad9649842d8cb78d8e964da33e5df459))
+* isolate HTTP suites from scheduler and bank-card case order (WealthLedger/backend[#65](https://git.personal.ksv741.ru/WealthLedger/backend/issues/65)) ([#100](https://git.personal.ksv741.ru/WealthLedger/backend/issues/100)) ([9e4f9d9](https://git.personal.ksv741.ru/WealthLedger/backend/commit/9e4f9d9cab12aa714449b99280894a521c3514b6))
+* replace late portfolio sleep with started and done barriers (WealthLedger/backend[#63](https://git.personal.ksv741.ru/WealthLedger/backend/issues/63)) ([#101](https://git.personal.ksv741.ru/WealthLedger/backend/issues/101)) ([7bc7d8d](https://git.personal.ksv741.ru/WealthLedger/backend/commit/7bc7d8ddecc6cb9f387d00be68f61eb99d57d6fc))
+* replace metadata sleeps with upstream start barriers (WealthLedger/backend[#63](https://git.personal.ksv741.ru/WealthLedger/backend/issues/63)) ([#102](https://git.personal.ksv741.ru/WealthLedger/backend/issues/102)) ([ec6d9a2](https://git.personal.ksv741.ru/WealthLedger/backend/commit/ec6d9a2639f1845674bf7ce5fc357f2f7b7f5dfb))
+* slim sqlite runner regression workload (WealthLedger/backend[#72](https://git.personal.ksv741.ru/WealthLedger/backend/issues/72)) ([1033d21](https://git.personal.ksv741.ru/WealthLedger/backend/commit/1033d2114e99232a90c5d5c321749a9c6e3fbff0))
+
+### Maintenance
+
+* adopt linear git model in backend docs ([#111](https://git.personal.ksv741.ru/WealthLedger/backend/issues/111)) ([4f485ab](https://git.personal.ksv741.ru/WealthLedger/backend/commit/4f485ab0e9f0f9d52ae446e51966525473948b0e))
+* align SQLite driver version (WealthLedger/backend[#67](https://git.personal.ksv741.ru/WealthLedger/backend/issues/67)) ([203cc72](https://git.personal.ksv741.ru/WealthLedger/backend/commit/203cc72cb2d1aac34f39c5ba528820b511666f17))
+* drop unused direct source-map-support dependency (WealthLedger/backend[#4](https://git.personal.ksv741.ru/WealthLedger/backend/issues/4)) ([#96](https://git.personal.ksv741.ru/WealthLedger/backend/issues/96)) ([c789e33](https://git.personal.ksv741.ru/WealthLedger/backend/commit/c789e33c41281f2fc3de8851f21ae897a81e2b5d))
+* make OpenAPI export atomic and add read-only check (WealthLedger/backend[#3](https://git.personal.ksv741.ru/WealthLedger/backend/issues/3)) ([#97](https://git.personal.ksv741.ru/WealthLedger/backend/issues/97)) ([a93f2d5](https://git.personal.ksv741.ru/WealthLedger/backend/commit/a93f2d55e7a31515ed1cc056cd57101f2b315405))
+* unify verification preparation (WealthLedger/backend[#66](https://git.personal.ksv741.ru/WealthLedger/backend/issues/66)) ([b90cedd](https://git.personal.ksv741.ru/WealthLedger/backend/commit/b90cedd580321fb560a4ad0d9f9f5ba03303248e))
+
+## [2.1.0](https://git.personal.ksv741.ru/WealthLedger/backend/compare/v2.0.0...v2.1.0) (2026-10-12)
+
+### Features
+
+* add hourly portfolio sync history ([0057925](https://git.personal.ksv741.ru/WealthLedger/backend/commit/0057925888dde874830149865fc5e13920ac5783))
+* add stock screener ([7d10ef8](https://git.personal.ksv741.ru/WealthLedger/backend/commit/7d10ef8adfce76ad2ed6368e1022fbd3f6847a23))
+* reconcile hourly investment resource states ([323b83b](https://git.personal.ksv741.ru/WealthLedger/backend/commit/323b83b5827d1191fbc14cfdf1d0e62f249fc78d))
+
+### Bug Fixes
+
+* align backend workflow rules (WealthLedger/main[#27](https://git.personal.ksv741.ru/WealthLedger/backend/issues/27)) ([c7d0600](https://git.personal.ksv741.ru/WealthLedger/backend/commit/c7d060023b612af9e1dd4c2a2fb2d5d1bf173784))
+* bound hourly step awaits by the per-step wait limit ([#56](https://git.personal.ksv741.ru/WealthLedger/backend/issues/56)) ([52fa3a3](https://git.personal.ksv741.ru/WealthLedger/backend/commit/52fa3a36baa5ab236a7ebd64ef1b4f447c91e129))
+* keep candle retries read-only ([947ffef](https://git.personal.ksv741.ru/WealthLedger/backend/commit/947ffefa9b8cad7f19355c187f2bd50c9739a822))
+* restore terminal hourly lifecycle after persistence failure ([#56](https://git.personal.ksv741.ru/WealthLedger/backend/issues/56)) ([fa57a20](https://git.personal.ksv741.ru/WealthLedger/backend/commit/fa57a201fdd8127774aee9af553da75a75add07c))
+* unblock backend dependency audit ([85858a1](https://git.personal.ksv741.ru/WealthLedger/backend/commit/85858a160f00dd428c80b8fa1824c1779245fdfe))
+
+### Documentation
+
+* clarify backend verification policy ([d7895f2](https://git.personal.ksv741.ru/WealthLedger/backend/commit/d7895f287ee802e7b13df7a2a4c6dba0b711e5a9))
+* pin backend workflow reference (WealthLedger/main[#27](https://git.personal.ksv741.ru/WealthLedger/backend/issues/27)) ([c5248db](https://git.personal.ksv741.ru/WealthLedger/backend/commit/c5248dbefc4b11a9f417bc835041a4294bd61047))
+
+### CI
+
+* skip checks on PR metadata edits ([0ad84ff](https://git.personal.ksv741.ru/WealthLedger/backend/commit/0ad84ff4f0b4712abc7e69dc299856f14af6eadd))
+
+### Tests
+
+* align all accounts metadata ([db375cb](https://git.personal.ksv741.ru/WealthLedger/backend/commit/db375cbee7d8f1eff48822b8e3c74898f40e8886))
+* align resource availability metadata ([bc631e7](https://git.personal.ksv741.ru/WealthLedger/backend/commit/bc631e72de0d9b0ff7b261b1ea644a73c2943d2a))
+* align upcoming events with local reads ([966b2a5](https://git.personal.ksv741.ru/WealthLedger/backend/commit/966b2a5836cdaf5b761e3c76568ff30a90ba1f4c))
+* extend ledger sqlite timeout ([4870d49](https://git.personal.ksv741.ru/WealthLedger/backend/commit/4870d4950303ad1de743e19b665b2fbdc05b781a))
+* increase ledger request timeout ([2facd86](https://git.personal.ksv741.ru/WealthLedger/backend/commit/2facd8675c74a97d92e0e8f44ed4a93aabb47674))
+
+### Maintenance
+
+* align backend engineering workflow (WealthLedger/main[#27](https://git.personal.ksv741.ru/WealthLedger/backend/issues/27)) ([a31e8d2](https://git.personal.ksv741.ru/WealthLedger/backend/commit/a31e8d2c4d85a21cdd5efdcc9f5fe503f210804b))
+* prune obsolete eslint suppressions ([a46a411](https://git.personal.ksv741.ru/WealthLedger/backend/commit/a46a4112cbcc72b1c3ff17cac4ac8bebcf579bca))
+
 ## [2.0.0](https://git.personal.ksv741.ru/WealthLedger/backend/compare/v1.0.0...v2.0.0) (2026-10-07)
 
 ### ⚠ BREAKING CHANGES

Dockerfile

@@ -1,9 +1,9 @@
-FROM node:24.21.0-bookworm-slim AS base
+FROM node:24.22.1-bookworm-slim AS base
 WORKDIR /app
 
 FROM base AS dependencies
 # Native SQLite/bcrypt builds happen only here; compilers stay out of runtime.
-RUN apt-get update && apt-get install -y --no-install-recommends python3=3.11.2-1+b1 make=4.3-4.1 g++=4:12.2.0-3 ca-certificates=20250419~deb12u1 openssl=3.0.20-1~deb12u2 && rm -rf /var/lib/apt/lists/*
+RUN apt-get update && apt-get install -y --no-install-recommends python3 make g++ ca-certificates openssl && rm -rf /var/lib/apt/lists/*
 COPY package.json package-lock.json ./
 RUN npm ci
 COPY . .
@@ -11,7 +11,7 @@ RUN npx --no-install prisma generate
 
 FROM dependencies AS development
 # Nest watch uses ps to stop the previous process tree before restarting.
-RUN apt-get update && apt-get install -y --no-install-recommends procps=2:4.0.2-3 && rm -rf /var/lib/apt/lists/*
+RUN apt-get update && apt-get install -y --no-install-recommends procps && rm -rf /var/lib/apt/lists/*
 RUN mkdir /data && chown node:node /data && chown -R node:node /app
 USER node
 ENV NODE_ENV=development DATABASE_URL=file:/data/wealthledger.db
@@ -19,10 +19,11 @@ EXPOSE 3000
 CMD ["npm", "run", "start:dev"]
 
 FROM dependencies AS build
-RUN npm run build && npm prune --omit=dev --omit=optional
+# The client is already generated at the shared dependencies stage (same revision).
+RUN npx --no-install nest build && npm prune --omit=dev --omit=optional
 
 FROM base AS production
-RUN apt-get update && apt-get install -y --no-install-recommends ca-certificates=20250419~deb12u1 openssl=3.0.20-1~deb12u2 && rm -rf /var/lib/apt/lists/* \
+RUN apt-get update && apt-get install -y --no-install-recommends ca-certificates openssl && rm -rf /var/lib/apt/lists/* \
     && mkdir /data && chown node:node /data
 ARG VERSION
 ARG REVISION

README.md

@@ -14,6 +14,7 @@ cp .env.example .env
 nvm use --silent
 npm ci
 npx prisma migrate deploy
+npx prisma generate
 npm run start:dev
 ```
 
@@ -60,7 +61,7 @@ Compose topology принадлежит workspace, эксплуатационн
 npm run verify
 ```
 
-Он запускает zero-warning lint,
+Он запускает генерацию Prisma client, zero-warning lint,
 application/test typechecks, Jest с покрытием и build. `npm run lint:fix` — отдельная
 записывающая команда. `npm run test:cov` также доступен отдельно; общего числового
 threshold нет. `npm run test:e2e` отдельно проверяет функциональные HTTP suites
@@ -80,11 +81,13 @@ TypeScript 7 требует поддержки со стороны `ts-jest` и
 Единый `.gitea/workflows/verify.yml` запускает `commits → security → verify`
 последовательно на PR; на push в `develop`/`main` — `security → verify`.
 Рабочие ветки проверяются после открытия PR, без дублирующего push-запуска.
-Изменение заголовка PR тоже повторяет проверки Conventional Commits.
+Изменение заголовка PR повторяет только проверку Conventional Commits; `security`
+и `verify` на metadata-only событии не запускаются.
 Новый запуск отменяет устаревший для того же PR/ветки и типа события
 (требуется Gitea 1.26+). Ежедневно в 05:47 UTC выполняется только `security`.
-Job `verify` запускает `npm ci`, генерацию Prisma client,
-`npm run verify` и функциональный `npm run test:e2e`. Используется только checkout
+Job `verify` запускает `npm ci` и `npm run verify` (генерация Prisma client
+внутри gate, один Nest build), затем функциональный `node test/sqlite.cjs --all`
+на уже собранных артефактах. Используется только checkout
 backend и его зависимости; OpenAPI генерируется во время проверки, SHA записывается в лог.
 Успешный unit gate не заменяет SQLite/e2e; ошибка любой suite завершает job с FAIL.
 
@@ -215,7 +218,10 @@ nvm use --silent
 npm run openapi:generate
 ```
 
-Команда собирает backend и записывает `openapi.json` в корень репозитория.
+Команда собирает backend и записывает `openapi.json` в корень репозитория
+атомарно: через временный файл и rename, без частичной записи при сбое.
+`npm run openapi:check` только сравнивает runtime schema с файлом и завершается
+с ошибкой при расхождении, не перезаписывая его.
 Сервер и HTTP-порт не запускаются; Nest preview читает metadata без создания
 провайдеров и подключения к БД/T-Bank. Настроенный `.env` и реальные секреты
 не нужны. `openapi.json` исключён из Git и каждый раз создаётся из DTO/Swagger
@@ -248,10 +254,14 @@ breaking changes относительно предыдущего выпуска.
 настраивается отдельно. История migrations применяется штатным `migrate deploy`.
 
 Регрессия самого запуска: `node test/sqlite-regression.cjs`. Она выполняет
-три последовательных и два параллельных полных e2e, проверяет уникальность DB,
-сохранность вымышленного внешнего файла, отказ migration и SIGINT/SIGTERM cleanup.
+три последовательных и два параллельных запуска двух обычных e2e suites,
+проверяет уникальность DB, сохранность вымышленного внешнего файла, отказ migration
+и SIGINT/SIGTERM cleanup. Полный e2e набор остаётся в `npm run test:e2e`.
 Логи остаются в каталоге из вывода. Для одной suite:
-`node test/sqlite.cjs app.e2e-spec.ts`.
+`node test/sqlite.cjs app.e2e-spec.ts`. Crash-регрессия в
+`tbank-operations-sync.e2e-spec.ts` загружает классы из `dist/`, поэтому перед
+адресным запуском этой suite выполните `npm run build`, иначе child/dist может
+расходиться с parent/src.
 
 | Риск | Проверка реальной DB |
 | --- | --- |
@@ -295,35 +305,59 @@ Durability оставляет временные DB, логи и `result.json`
 ## Релизы
 
 Репозиторий выпускается независимо. `develop` — интеграция, `main` — принятые
-релизы. Работа: `codex/<task>` от актуального `develop`, PR в `develop`.
-Обычные PR допускают squash; release и обратная синхронизация сохраняют историю.
-Commits и PR titles — Conventional Commits, включая `spec:`. Версии вручную не повышай.
+релизы. Обычная работа: issue-linked ветка от актуального `develop`, PR в `develop`;
+общие правила — в Engineering Workflow по ссылке из AGENTS.
+PR сливается squash или rebase-merge; merge-коммит не используется. `main`
+обновляется только fast-forward из `develop`, поэтому история линейна:
 
-1. Получи `main`, `develop` и теги: `git fetch origin --tags`. Убедись, что
-   `develop` содержит последний релиз. Создай `release/<name>` от проверенного
-   `develop`; `nvm use --silent`, `npm ci`. Hotfix начинается от `main` в
-   `release/hotfix-<name>` и проходит тот же процесс.
+```text
+<type>/<issue>-<slug> --squash--> develop --ff-only--> main --> tag vX.Y.Z
+```
+
+Инвариант: `origin/main` всегда предок `origin/develop`. Проверка:
+
+```bash
+git fetch -q origin
+git merge-base --is-ancestor origin/main origin/develop && echo ok || echo BROKEN
+```
+
+Commits и PR titles — Conventional Commits со ссылкой на Issue (кроме release),
+включая `spec:`. Версии вручную не повышай.
+
+1. Получи `main`, `develop` и теги: `git fetch origin --tags`. Проверь
+   инвариант. Создай `release/X.Y.Z` от проверенного `develop`;
+   `nvm use --silent`, `npm ci`.
 2. На чистой ветке выполни `npm run release:preview`, просмотри версию/changelog,
    затем `npm run release:prepare`. Команда создаёт `chore(release): X.Y.Z`,
    обновляет manifest/lockfile/CHANGELOG; тег и push не выполняет. Не обходи
    guards ветки, чистого дерева, отсутствующих тегов или уже подготовленной версии.
 3. Проверь diff и штатные gates этого репозитория. Отправь только release-ветку,
-   открой PR в `main` с заголовком `chore(release): X.Y.Z`. После зелёных
-   `verify`, `security`, `commits` выполни fast-forward-only merge. Если `main`
-   изменился, согласуй историю и повтори проверки кандидата.
-4. Получи удалённый `main`, сравни его HEAD с проверенным release SHA и версией
+   открой PR в **`develop`** с заголовком `chore(release): X.Y.Z`. После зелёных
+   `verify`, `security`, `commits` выполни fast-forward-only merge. Если
+   `develop` изменился, обнови release-ветку и повтори проверки кандидата.
+4. Открой PR `develop → main` с тем же заголовком и слей fast-forward-only.
+5. Получи удалённый `main`, сравни его HEAD с проверенным release SHA и версией
    manifest/lockfile. Создай аннотированный `vX.Y.Z` именно на этом SHA:
    `git tag -a vX.Y.Z <release-sha> -m "Release X.Y.Z"`, затем отправь только
    `git push origin refs/tags/vX.Y.Z`. Не запускай release-it повторно на `main`.
-5. Верни release-коммит через PR `main → develop` без squash/rebase; проверь,
-   что `develop` содержит тег. Опубликованные теги не перемещай. При сбое после
-   merge создай отсутствующий тег без нового bump; до merge исправь и проверь
-   существующий кандидат без повторного повышения версии.
+Обратная синхронизация не нужна: release-коммит попал в `develop` на шаге 3.
+Опубликованные теги не перемещай. При сбое после merge создай отсутствующий тег
+без нового bump; до merge исправь и проверь существующий кандидат без
+повторного повышения версии.
+
+Freeze релиза не поддерживается: пока открыт релизный PR, `develop` не двигают.
+Срочный fix — обычная ветка `fix/*` от `develop` с последующим релизом;
+пути от `main` нет, он сделал бы `main` не-предком `develop`. Исключение
+требует явного решения: `release/hotfix-<name>` от `main`, PR в `main`, тег,
+затем merge `main → develop` для восстановления инварианта.
 
 `feat:` повышает minor, `fix:`/`perf:` и прочие разрешённые типы — patch;
 `!`/`BREAKING CHANGE:` — major, включая версии до 1.0. `chore(release):`
 исключён из рекомендации и changelog. Конфигурация — `.release-it.json`.
 В Gitea для `main`/`develop` должны быть запрещены прямой/force push и обход
-администратором, обязательны `verify`, `security`, `commits`; теги `v*` защищены.
+администратором, включена блокировка устаревшей ветки, обязательны `verify`,
+`security`, `commits`; теги `v*` защищены. Линейность обеспечивают merge styles
+репозитория: merge-коммиты и rebase `--no-ff` выключены, доступны squash,
+rebase-merge и fast-forward-only; стиль по умолчанию — squash.
 Workflow сам не включает эти настройки. Отдельное review approval для одного
 владельца не требуется. Npm publishing, deploy и Gitea Releases не включены.

commitlint.config.cjs

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

eslint-suppressions.json

@@ -32,11 +32,6 @@
       "count": 1
     }
   },
-  "src/modules/investments/brokerage-accounts/brokerage-accounts.service.ts": {
-    "sonarjs/no-nested-conditional": {
-      "count": 1
-    }
-  },
   "src/modules/investments/income/income-analytics.service.ts": {
     "sonarjs/no-nested-template-literals": {
       "count": 1
@@ -58,18 +53,7 @@
       "count": 1
     }
   },
-  "src/modules/investments/instruments/application/catalog-discovery.service.ts": {
-    "sonarjs/cognitive-complexity": {
-      "count": 1
-    },
-    "sonarjs/no-nested-conditional": {
-      "count": 1
-    }
-  },
   "src/modules/investments/instruments/application/catalog-enrichment.service.ts": {
-    "sonarjs/cognitive-complexity": {
-      "count": 2
-    },
     "sonarjs/no-nested-conditional": {
       "count": 1
     }
@@ -102,25 +86,17 @@
       "count": 1
     }
   },
-  "src/modules/investments/investment-resource.mapper.ts": {
+  "src/modules/investments/investment-sync-plan.ts": {
     "sonarjs/no-nested-conditional": {
       "count": 3
     }
   },
-  "src/modules/investments/investment-sync-plan.ts": {
-    "sonarjs/cognitive-complexity": {
-      "count": 1
-    },
-    "sonarjs/no-nested-conditional": {
-      "count": 4
-    }
-  },
   "src/modules/investments/operations/application/brokerage-operations.service.ts": {
     "sonarjs/cognitive-complexity": {
       "count": 2
     },
     "sonarjs/no-nested-conditional": {
-      "count": 9
+      "count": 6
     }
   },
   "src/modules/investments/operations/domain/operations-sync-plan.ts": {
@@ -149,32 +125,11 @@
       "count": 1
     }
   },
-  "src/modules/investments/portfolio/application/portfolio.service.ts": {
-    "sonarjs/cognitive-complexity": {
-      "count": 1
-    },
-    "sonarjs/no-nested-conditional": {
-      "count": 1
-    }
-  },
   "src/modules/investments/tbank-sync/tbank-screen.ts": {
     "sonarjs/cognitive-complexity": {
       "count": 1
     }
   },
-  "src/modules/investments/tbank-sync/tbank-sync.service.ts": {
-    "sonarjs/cognitive-complexity": {
-      "count": 1
-    },
-    "sonarjs/no-nested-conditional": {
-      "count": 7
-    }
-  },
-  "src/modules/investments/upcoming-events/upcoming-events.service.ts": {
-    "sonarjs/cognitive-complexity": {
-      "count": 1
-    }
-  },
   "test/bank-cards-durability.cjs": {
     "sonarjs/no-nested-template-literals": {
       "count": 1
@@ -193,9 +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',
 ];
@@ -37,7 +49,7 @@ export default defineConfig(
     linterOptions: { reportUnusedDisableDirectives: 'error' },
     settings: {
       'import-x/resolver-next': [createTypeScriptImportResolver()],
-      'node': { tryExtensions: ['.ts', '.js', '.json', '.node'], version: '24.21.0' },
+      'node': { tryExtensions: ['.ts', '.js', '.json', '.node'], version: '24.22.1' },
     },
     rules: {
       'curly': ['error', 'multi-line'],
@@ -56,6 +68,7 @@ export default defineConfig(
         'after',
         { overrides: { '?': 'before', ':': 'before' } },
       ],
+      'import-x/no-cycle': 'error',
       'import-x/no-duplicates': ['error', { 'prefer-inline': true }],
     },
   },
@@ -157,13 +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.',
         }],
       }],
     },
@@ -211,4 +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.
+  // A module may import its own internals, so each guarded module gets a block without its zone.
+  ...[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: {
+      'import-x/no-restricted-paths': ['error', {
+        zones: guardedModules.filter((module) => module !== own).map(({ except, name }) => ({
+          target: './src',
+          from: `./src/modules/investments/${name}`,
+          except,
+          message: `Use ${name}.api for cross-module access.`,
+        })),
+      }],
+    },
+  })),
 );

package.json

@@ -1,20 +1,31 @@
 {
   "name": "wealth-ledger-backend",
-  "version": "2.0.0",
+  "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": "v24.21.0"
+    "node": "v24.22.1"
   },
   "scripts": {
     "build": "prisma generate && nest build",
     "openapi:generate": "npm run build && node scripts/generate-openapi.cjs",
+    "openapi:check": "npm run build && node scripts/generate-openapi.cjs --check",
     "format": "npm run lint:fix",
     "start": "nest start",
-    "start:dev": "NODE_ENV=development nest start --watch --path tsconfig.dev.json",
-    "start:debug": "nest start --debug --watch --path tsconfig.dev.json",
+    "start:dev": "NODE_ENV=development NODE_OPTIONS=--conditions=development nest start --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",
@@ -31,96 +42,109 @@
     "test:container": "node test/container-smoke.cjs",
     "test:durability": "node test/bank-cards-durability.cjs",
     "test:openapi-contract": "npm run build && node test/sqlite.cjs openapi-contract.e2e-spec.ts",
-    "verify": "npm run lint && npm run test:lint && npm run typecheck:app && npm run typecheck:test && npm run test:cov -- --runInBand && npm run build",
+    "verify": "prisma generate && npm run lint && npm run test:lint && npm run typecheck:app && npm run typecheck:test && npm run test:cov -- --runInBand && nest build",
     "release:preview": "release-it --dry-run --ci",
     "release:prepare": "release-it --ci",
     "commitlint": "commitlint",
     "test:lint": "node --test test/eslint-config.cjs"
   },
   "dependencies": {
-    "@grpc/grpc-js": "1.14.5",
+    "@grpc/grpc-js": "1.14.6",
     "@grpc/proto-loader": "0.8.1",
-    "@nestjs/common": "12.0.1",
-    "@nestjs/config": "12.0.0",
-    "@nestjs/core": "12.0.1",
-    "@nestjs/jwt": "12.0.1",
+    "@nestjs/common": "12.2.0",
+    "@nestjs/config": "12.0.1",
+    "@nestjs/core": "12.2.0",
+    "@nestjs/jwt": "12.0.3",
     "@nestjs/passport": "12.0.0",
-    "@nestjs/platform-express": "12.0.1",
-    "@nestjs/swagger": "12.0.1",
-    "@prisma/adapter-better-sqlite3": "7.10.0",
-    "@prisma/client": "7.10.0",
+    "@nestjs/platform-express": "12.2.0",
+    "@nestjs/swagger": "12.0.4",
+    "@prisma/adapter-better-sqlite3": "7.10.1",
+    "@prisma/client": "7.10.1",
     "bcrypt": "6.0.0",
-    "better-sqlite3": "13.0.3",
+    "better-sqlite3": "12.11.1",
     "cheerio": "1.2.0",
     "class-transformer": "0.5.1",
     "class-validator": "0.15.1",
     "cookie-parser": "1.4.7",
     "dotenv": "17.4.2",
-    "lru-cache": "11.5.2",
-    "nestjs-pino": "5.1.0",
+    "lru-cache": "11.5.3",
+    "nestjs-pino": "5.3.1",
     "passport": "0.7.0",
     "passport-jwt": "4.0.1",
     "pino-http": "11.0.0",
-    "prisma": "7.10.0",
+    "prisma": "7.10.1",
     "reflect-metadata": "0.2.2",
     "rxjs": "7.8.2"
   },
   "devDependencies": {
-    "@commitlint/cli": "21.2.2",
-    "@commitlint/config-conventional": "21.2.2",
-    "@darraghor/eslint-plugin-nestjs-typed": "7.5.6",
+    "@commitlint/cli": "21.2.4",
+    "@commitlint/config-conventional": "21.2.4",
+    "@darraghor/eslint-plugin-nestjs-typed": "7.5.8",
     "@eslint/js": "10.0.1",
-    "@nestjs/cli": "12.0.0",
-    "@nestjs/schematics": "12.0.1",
-    "@nestjs/testing": "12.0.1",
-    "@release-it/conventional-changelog": "12.0.0",
+    "@nestjs/cli": "12.0.10",
+    "@nestjs/schematics": "12.0.10",
+    "@nestjs/testing": "12.2.0",
+    "@release-it/conventional-changelog": "12.0.2",
     "@stylistic/eslint-plugin": "5.10.0",
     "@types/bcrypt": "6.0.0",
     "@types/cookie-parser": "1.4.10",
     "@types/express": "5.0.6",
     "@types/jest": "30.0.0",
-    "@types/node": "24.13.4",
+    "@types/node": "24.19.2",
     "@types/passport-jwt": "4.0.1",
     "@types/supertest": "7.2.1",
-    "conventional-changelog-conventionalcommits": "10.4.0",
-    "eslint": "10.11.0",
+    "conventional-changelog-conventionalcommits": "10.4.1",
+    "eslint": "10.13.0",
     "eslint-import-resolver-typescript": "4.4.5",
     "eslint-plugin-import-x": "4.17.1",
-    "eslint-plugin-jest": "29.16.6",
-    "eslint-plugin-n": "18.4.0",
-    "eslint-plugin-perfectionist": "5.12.1",
+    "eslint-plugin-jest": "29.17.0",
+    "eslint-plugin-n": "18.5.0",
+    "eslint-plugin-perfectionist": "5.13.0",
     "eslint-plugin-regexp": "3.3.1",
-    "eslint-plugin-security": "4.1.0",
-    "eslint-plugin-sonarjs": "4.2.1",
-    "globals": "17.12.0",
-    "jest": "30.5.1",
-    "release-it": "21.0.2",
-    "source-map-support": "0.5.21",
-    "supertest": "7.2.2",
-    "ts-jest": "29.4.12",
+    "eslint-plugin-security": "4.2.0",
+    "eslint-plugin-sonarjs": "4.2.2",
+    "globals": "17.13.0",
+    "jest": "30.5.2",
+    "pino-pretty": "13.2.0",
+    "release-it": "21.1.1",
+    "supertest": "7.3.1",
+    "ts-jest": "29.4.15",
     "ts-loader": "9.6.2",
     "ts-node": "10.9.2",
     "tsconfig-paths": "4.2.0",
     "typescript": "6.0.3",
-    "typescript-eslint": "8.70.1"
+    "typescript-eslint": "8.72.0"
   },
   "overrides": {
     "proxy-addr": "2.0.8",
+    "express": {
+      "body-parser": "2.4.0"
+    },
     "@nestjs/platform-express": {
-      "multer": "2.4.0"
+      "multer": "2.5.0"
+    },
+    "ajv": {
+      "fast-uri": "3.1.9"
     },
     "@prisma/config@7.10.0": {
       "deepmerge-ts": "8.0.2"
     },
     "release-it": {
-      "basic-ftp": "6.2.1",
-      "undici": "7.29.1"
+      "basic-ftp": "6.2.3",
+      "undici": "7.30.1"
+    },
+    "socks": {
+      "ip-address": "10.7.4"
     },
     "prisma": {
-      "mysql2": "3.24.4"
+      "mysql2": "3.24.6"
     }
   },
   "jest": {
+    "moduleNameMapper": {
+      "^#generated/(.*)$": "<rootDir>/../generated/$1",
+      "^#src/(.*)$": "<rootDir>/$1"
+    },
     "moduleFileExtensions": [
       "js",
       "json",
@@ -144,7 +168,6 @@
     "better-sqlite3@12.11.1": true,
     "fsevents@2.3.3": true,
     "protobufjs@7.6.5": true,
-    "unrs-resolver@1.12.2": true,
-    "better-sqlite3@13.0.3": true
+    "unrs-resolver@1.12.2": true
   }
 }

prisma/migrations/20261007181218_add_portfolio_value_history/migration.sql

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

prisma/migrations/20261028080000_reset_inflated_portfolio_value_points/migration.sql

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

prisma/migrations/20261031150000_add_instrument_classification/migration.sql

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

prisma/migrations/20261107214500_add_market_index_history/migration.sql

@@ -0,0 +1,15 @@
+CREATE TABLE "MarketIndexDailyClose" (
+    "secid" TEXT NOT NULL,
+    "tradeDate" TEXT NOT NULL,
+    "close" TEXT NOT NULL,
+    "createdAt" DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    CONSTRAINT "MarketIndexDailyClose_pkey" PRIMARY KEY ("secid","tradeDate")
+);
+
+CREATE TABLE "MarketIndexSyncState" (
+    "secid" TEXT NOT NULL PRIMARY KEY,
+    "lastAttemptAt" DATETIME,
+    "lastSuccessAt" DATETIME,
+    "coveredFrom" TEXT,
+    "coveredTo" TEXT
+);

prisma/migrations/20261108000000_rub_only_value_points/migration.sql

@@ -0,0 +1,32 @@
+-- RedefineTables
+PRAGMA defer_foreign_keys=ON;
+PRAGMA foreign_keys=OFF;
+CREATE TABLE "new_TbankPortfolioValuePoint" (
+    "userId" TEXT NOT NULL,
+    "accountId" TEXT NOT NULL,
+    "attemptId" TEXT NOT NULL,
+    "value" TEXT NOT NULL,
+    "capturedAt" DATETIME NOT NULL,
+    "createdAt" DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    PRIMARY KEY ("userId", "accountId", "attemptId"),
+    CONSTRAINT "TbankPortfolioValuePoint_userId_accountId_fkey" FOREIGN KEY ("userId", "accountId") REFERENCES "TbankPortfolioValueHistory" ("userId", "accountId") ON DELETE CASCADE ON UPDATE RESTRICT
+);
+-- RUB-only: keep the RUB row per key; non-RUB rows are dropped.
+INSERT INTO "new_TbankPortfolioValuePoint" ("accountId", "attemptId", "capturedAt", "createdAt", "userId", "value")
+SELECT "accountId", "attemptId", "capturedAt", "createdAt", "userId", "value"
+FROM "TbankPortfolioValuePoint"
+WHERE "currency" = 'RUB';
+DROP TABLE "TbankPortfolioValuePoint";
+ALTER TABLE "new_TbankPortfolioValuePoint" RENAME TO "TbankPortfolioValuePoint";
+CREATE INDEX "TbankPortfolioValuePoint_userId_accountId_capturedAt_idx" ON "TbankPortfolioValuePoint"("userId", "accountId", "capturedAt");
+
+-- RUB-only: persisted JSON payloads written in the old multi-currency shape
+-- are stale. A missing snapshot/forecast is the app's normal "not synced yet"
+-- state: reads report availability 'missing' and the hourly walk rebuilds them
+-- on the next pass. Delete the stale rows instead of failing reads with 500.
+DELETE FROM "TbankPortfolio";
+DELETE FROM "TbankForecast";
+
+PRAGMA foreign_keys=ON;
+PRAGMA defer_foreign_keys=OFF;

prisma/migrations/20261108000001_rub_only_resync_now/migration.sql

@@ -0,0 +1,3 @@
+-- RUB-only: snapshots were dropped by the previous migration; clearing the hourly
+-- schedule makes the next scheduler tick rebuild them instead of waiting for the term.
+DELETE FROM "TbankSyncWork" WHERE "scopeKey" = 'hourly';

prisma/schema.prisma

@@ -8,6 +8,24 @@ datasource db {
   provider = "sqlite"
 }
 
+// Public MOEX index closes contain no user holdings or credentials.
+model MarketIndexDailyClose {
+  secid     String
+  tradeDate String
+  close     String
+  createdAt DateTime @default(now())
+
+  @@id([secid, tradeDate])
+}
+
+model MarketIndexSyncState {
+  secid         String @id
+  lastAttemptAt DateTime?
+  lastSuccessAt DateTime?
+  coveredFrom   String?
+  coveredTo     String?
+}
+
 model User {
   id              String           @id
   email           String           @unique
@@ -17,6 +35,7 @@ model User {
   bankCardOperations BankCardOperation[]
   sessions        Session[]
   tbankConnection TbankConnection?
+  tbankValueHistory TbankPortfolioValueHistory[]
   createdAt       DateTime         @default(now())
   updatedAt       DateTime         @updatedAt
 }
@@ -69,6 +88,33 @@ model TbankPortfolio {
   @@id([userId, revision, accountId])
 }
 
+// Account valuation history survives connection replacement and stays hidden
+// until the current connection confirms the account again.
+model TbankPortfolioValueHistory {
+  userId String
+  accountId String
+  deletedAt DateTime?
+  updatedAt DateTime @updatedAt
+  user User @relation(fields: [userId], references: [id], onDelete: Cascade)
+  points TbankPortfolioValuePoint[]
+
+  @@id([userId, accountId])
+}
+
+// One row per fully valued successful portfolio attempt (RUB only).
+model TbankPortfolioValuePoint {
+  userId String
+  accountId String
+  attemptId String
+  value String
+  capturedAt DateTime
+  createdAt DateTime @default(now())
+  history TbankPortfolioValueHistory @relation(fields: [userId, accountId], references: [userId, accountId], onDelete: Cascade, onUpdate: Restrict)
+
+  @@id([userId, accountId, attemptId])
+  @@index([userId, accountId, capturedAt])
+}
+
 model TbankOperation {
   userId String
   revision String
@@ -157,6 +203,20 @@ model TbankInstrumentLookup {
   @@id([provider, identifierType, identifier])
 }
 
+// Public per-instrument classification; no holdings or credentials.
+model TbankInstrumentClassification {
+  provider        String
+  instrumentKey   String
+  sector          String?
+  sectorFetchedAt DateTime?
+  assetUid        String?
+  brandUid        String?
+  brandName       String?
+  brandFetchedAt  DateTime?
+
+  @@id([provider, instrumentKey])
+}
+
 // Source records contain no holdings, personal estimates or credentials errors.
 model TbankInstrumentSource {
   provider String

renovate.json

@@ -2,7 +2,8 @@
   "$schema": "https://docs.renovatebot.com/renovate-schema.json",
   "extends": [
     "config:recommended",
-    ":semanticCommitTypeAll(chore)"
+    ":semanticCommitTypeAll(chore)",
+    "security:minimumReleaseAgeNpm"
   ],
   "timezone": "Europe/Moscow",
   "labels": [
@@ -10,6 +11,13 @@
   ],
   "dependencyDashboard": true,
   "rangeStrategy": "pin",
+  "prConcurrentLimit": 5,
+  "lockFileMaintenance": {
+    "enabled": true,
+    "schedule": [
+      "before 4am on the first day of the month"
+    ]
+  },
   "packageRules": [
     {
       "matchUpdateTypes": [
@@ -18,6 +26,27 @@
       ],
       "groupName": "non-major dependencies"
     },
+    {
+      "matchManagers": [
+        "github-actions"
+      ],
+      "matchUpdateTypes": [
+        "minor",
+        "patch"
+      ],
+      "groupName": "non-major github actions"
+    },
+    {
+      "matchManagers": [
+        "docker-compose",
+        "dockerfile"
+      ],
+      "matchUpdateTypes": [
+        "minor",
+        "patch"
+      ],
+      "groupName": "non-major container images"
+    },
     {
       "matchUpdateTypes": [
         "major"

scripts/generate-openapi.cjs

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

src/app.module.ts

@@ -9,6 +9,7 @@ import { BrokerageAccountsModule } from './modules/investments/brokerage-account
 import { IncomeModule } from './modules/investments/income/income.module';
 import { InstrumentsModule } from './modules/investments/instruments/instruments.module';
 import { OperationsModule } from './modules/investments/operations/operations.module';
+import { PerformanceModule } from './modules/investments/performance/performance.module';
 import { PortfolioModule } from './modules/investments/portfolio/portfolio.module';
 import { TbankConnectionModule } from './modules/investments/tbank-connection/tbank-connection.module';
 import { TbankSyncModule } from './modules/investments/tbank-sync/tbank-sync.module';
@@ -27,6 +28,7 @@ import { PrismaModule } from './prisma/prisma.module';
     BankCardsModule,
     BrokerageAccountsModule,
     PortfolioModule,
+    PerformanceModule,
     OperationsModule,
     IncomeModule,
     UpcomingEventsModule,

src/common/dto-validation.spec.ts

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

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

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

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

@@ -10,9 +10,12 @@ import {
 } from '@nestjs/common';
 
 import { HttpErrorCode } from '../error-code';
+import { StructuredLogger } from '../logging/structured-logger.service';
 
 @Catch()
 export class HttpExceptionFilter implements ExceptionFilter {
+  constructor(private readonly logger: StructuredLogger) {}
+
   catch(exception: unknown, host: ArgumentsHost): void {
     const context = host.switchToHttp();
     const response = context.getResponse<Response>();
@@ -31,6 +34,18 @@ export class HttpExceptionFilter implements ExceptionFilter {
       : this.codeFor(status, payload);
     response.locals ??= {};
     response.locals.publicErrorCode = code;
+    if (isValidation) {
+      response.locals.invalidFields = [
+        ...new Set(
+          this.validationErrors(
+            (payload as { message: ValidationError[] }).message,
+          ).map((error) => error.pointer),
+        ),
+      ].join(',');
+    }
+    if (!(exception instanceof HttpException)) {
+      this.logUnhandled(exception, code);
+    }
     response
       .status(status)
       .type('application/problem+json')
@@ -47,6 +62,20 @@ export class HttpExceptionFilter implements ExceptionFilter {
       });
   }
 
+  // ponytail: stack содержит текст message в первой строке; оставляем только кадры, message не пишем.
+  private logUnhandled(exception: unknown, code: string): void {
+    const error = exception instanceof Error ? exception : undefined;
+    const frames = (error?.stack ?? '')
+      .split('\n')
+      .filter((line) => line.startsWith('    at '))
+      .join('\n');
+    this.logger.event('error', 'http.request.unhandled', {
+      code,
+      errorName: error?.name ?? typeof exception,
+      errorStack: frames,
+    });
+  }
+
   private codeFor(status: number, payload: unknown): string {
     if (typeof payload === 'object' && payload !== null && 'code' in payload) {
       const code = (payload as { code?: unknown }).code;

src/common/logging/logging.module.ts

@@ -24,6 +24,7 @@ function completion(request: Request, response: Response, value: { responseTime:
     status: response.statusCode,
     durationMs: Math.round(value.responseTime),
     ...(typeof response.locals.publicErrorCode === 'string' ? { code: response.locals.publicErrorCode } : {}),
+    ...(typeof response.locals.invalidFields === 'string' ? { invalidFields: response.locals.invalidFields } : {}),
   };
 }
 
@@ -31,6 +32,10 @@ export function loggingOptions(config: ConfigService<Environment, true>): Option
   return {
     level: config.getOrThrow('LOG_LEVEL'),
     messageKey: 'message',
+    // ponytail: development-only pretty output; production never loads pino-pretty.
+    ...(process.env['NODE_ENV'] === 'development'
+      ? { transport: { target: 'pino-pretty', options: { colorize: true, singleLine: true, messageKey: 'message' } } }
+      : {}),
     genReqId: (_request, response) => {
       const id = randomUUID();
       response.setHeader('X-Request-ID', id);

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

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

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

@@ -5,21 +5,30 @@ type LogLevel = 'debug' | 'error' | 'info' | 'warn';
 type LogContext = Record<string, boolean | number | string | undefined>;
 
 const allowedFields = new Set([
+  'asOf',
   'attempts',
   'brokerageAccountId',
+  'channelState',
   'clientRequestId',
   'code',
   'count',
   'durationMs',
   'environment',
+  'errorName',
+  'errorStack',
   'found',
   'grpcCode',
+  'headersReceived',
+  'invalidFields',
   'method',
+  'networkMs',
   'operation',
+  'queueWaitMs',
   'requestId',
   'route',
   'service',
   'status',
+  'trackingId',
   'userId',
 ]);
 

src/integrations/moex/moex.client.spec.ts

@@ -8,6 +8,73 @@ const emptyEvents = {
 
 describe('MoexClient', () => {
   afterEach(() => jest.restoreAllMocks());
+  it('loads all pages of index closes without dropping a page', async () => {
+    const fetchMock = jest.spyOn(global, 'fetch').mockImplementation((input) => {
+      const start = Number(new URL(input as string).searchParams.get('start'));
+      return Promise.resolve({
+        ok: true,
+        status: 200,
+        json: () => Promise.resolve({
+          'history': {
+            columns: ['TRADEDATE', 'CLOSE'],
+            data: start === 0 ? [['2026-10-01', 5752.22]] : [['2026-10-02', 5745.61]],
+          },
+          'history.cursor': {
+            columns: ['INDEX', 'TOTAL', 'PAGESIZE'],
+            data: [[start, 2, 1]],
+          },
+        }),
+      } as Response);
+    });
+    expect(await new MoexClient().indexHistory('MCFTRR', '2026-10-01', '2026-10-02')).toEqual([
+      { tradeDate: '2026-10-01', close: '5752.22' },
+      { tradeDate: '2026-10-02', close: '5745.61' },
+    ]);
+    expect(fetchMock).toHaveBeenCalledTimes(2);
+  });
+
+  it('rejects a later malformed page instead of returning partial index history', async () => {
+    jest.spyOn(global, 'fetch').mockImplementation((input) => {
+      const start = Number(new URL(input as string).searchParams.get('start'));
+      return Promise.resolve({
+        ok: true,
+        status: 200,
+        json: () => Promise.resolve({
+          'history': {
+            columns: ['TRADEDATE', 'CLOSE'],
+            data: [[start ? '2026-10-02' : '2026-10-01', start ? null : 100]],
+          },
+          'history.cursor': { columns: ['INDEX', 'TOTAL', 'PAGESIZE'], data: [[start, 2, 1]] },
+        }),
+      } as Response);
+    });
+    await expect(new MoexClient().indexHistory('IMOEX', '2026-10-01', '2026-10-02'))
+      .rejects.toThrow();
+  });
+
+  it('rejects an unsuccessful index history response', async () => {
+    jest.spyOn(global, 'fetch').mockResolvedValue({ ok: false, status: 503 } as Response);
+    await expect(new MoexClient().indexHistory('MCFTRR', '2026-10-01', '2026-10-02'))
+      .rejects.toThrow();
+  });
+
+  it('rejects a timed-out index history request', async () => {
+    jest.spyOn(global, 'fetch').mockRejectedValue(new DOMException('Timed out', 'TimeoutError'));
+    await expect(new MoexClient().indexHistory('IMOEX', '2026-10-01', '2026-10-02'))
+      .rejects.toThrow();
+  });
+
+  it('rejects duplicate or out-of-order trading dates', async () => {
+    jest.spyOn(global, 'fetch').mockResolvedValue({
+      ok: true, status: 200,
+      json: () => Promise.resolve({
+        'history': { columns: ['TRADEDATE', 'CLOSE'], data: [['2026-10-02', 100], ['2026-10-01', 101]] },
+        'history.cursor': { columns: ['INDEX', 'TOTAL', 'PAGESIZE'], data: [[0, 2, 100]] },
+      }),
+    } as Response);
+    await expect(new MoexClient().indexHistory('IMOEX', '2026-10-01', '2026-10-02'))
+      .rejects.toThrow();
+  });
   it('uses effective yield only for the exact ISIN and board and preserves its own price and date', async () => {
     jest.spyOn(global, 'fetch').mockResolvedValue({
       ok: true,
@@ -273,4 +340,59 @@ describe('MoexClient', () => {
       expect(starts).toEqual(['0', '1']);
     },
   );
+
+  it('filters non-RUB coupons and maturity out of bond events', async () => {
+    const pages: Record<string, unknown> = {
+      coupons: Response.json({
+        'coupons': {
+          columns: ['coupondate', 'value', 'faceunit'],
+          data: [
+            ['2099-02-01', '2', 'SUR'],
+            ['2099-02-02', '3', 'USD'],
+          ],
+        },
+        'coupons.cursor': {
+          columns: ['INDEX', 'TOTAL', 'PAGESIZE'],
+          data: [[0, 2, 100]],
+        },
+      }),
+      offers: Response.json({
+        'offers': {
+          columns: ['offerdate'],
+          data: [['2099-02-28']],
+        },
+        'offers.cursor': {
+          columns: ['INDEX', 'TOTAL', 'PAGESIZE'],
+          data: [[0, 1, 100]],
+        },
+      }),
+      description: Response.json({
+        description: {
+          columns: ['name', 'value'],
+          data: [
+            ['MATDATE', '2099-02-28'],
+            ['FACEVALUE', '500'],
+            ['FACEUNIT', 'USD'],
+          ],
+        },
+      }),
+    };
+    const fetchMock = jest
+      .spyOn(global, 'fetch')
+      .mockImplementation((input) => {
+        const url = new URL(input instanceof Request ? input.url : String(input));
+        const block = url.searchParams.get('iss.only')?.split(',')[0] ?? 'description';
+        // eslint-disable-next-line security/detect-object-injection -- Keys are fixed MOEX block names of this test's page map.
+        const page = pages[block] ?? pages.description;
+        return Promise.resolve(page as Response);
+      });
+    try {
+      await expect(new MoexClient().bondEvents('BOND')).resolves.toEqual([
+        { type: 'coupon', date: '2099-02-01', value: '2', currency: 'RUB' },
+        { type: 'offer', date: '2099-02-28' },
+      ]);
+    } finally {
+      fetchMock.mockRestore();
+    }
+  });
 });

src/integrations/moex/moex.client.ts

@@ -1,7 +1,7 @@
 import { Injectable, ServiceUnavailableException } from '@nestjs/common';
 import { constants as httpStatus } from 'node:http2';
 
-enum MoexErrorCode { Unavailable = 'MOEX_UNAVAILABLE' }
+export enum MoexErrorCode { Unavailable = 'MOEX_UNAVAILABLE' }
 
 const MIN_PRICE_PERCENT_EXCLUSIVE = 0;
 const FIRST_PAGE_OFFSET = 0;
@@ -10,6 +10,13 @@ const EMPTY_PAGE_SIZE = 0;
 const MIN_CURSOR_VALUE = 0;
 
 const FALLBACK_PAGE_SIZE = 100;
+const INDEX_COLUMNS = ['TRADEDATE', 'CLOSE'];
+const ISO_DATE_LENGTH = 10;
+const ZERO_CLOSE = 0;
+const ISO_DATE_START = 0;
+const LAST_HISTORY_ROW = -1;
+
+const isoDayPattern = /^\d{4}-\d{2}-\d{2}$/;
 
 const baseUrl = 'https://iss.moex.com/iss';
 const timeoutMs = 10_000;
@@ -28,9 +35,64 @@ export type MoexBondYield = {
   tradeAt: string;
   value: string;
 };
+export type MoexIndexClose = { close: string; tradeDate: string };
 
 @Injectable()
 export class MoexClient {
+  async indexHistory(
+    secid: 'IMOEX' | 'MCFTRR',
+    from: string,
+    till: string,
+  ): Promise<MoexIndexClose[]> {
+    const path = `history/engines/stock/markets/index/securities/${secid}.json`;
+    const rows: MoexIndexClose[] = [];
+    let start = FIRST_PAGE_OFFSET;
+    for (;;) {
+      const query = new URLSearchParams({
+        from,
+        till,
+        'start': String(start),
+        'iss.meta': 'off',
+        'history.columns': 'TRADEDATE,CLOSE',
+      });
+      const response = await this.request(`${baseUrl}/${path}?${query}`);
+      if (!response) throw new ServiceUnavailableException({ code: MoexErrorCode.Unavailable });
+      const block = response.history;
+      if (
+        !block || !Array.isArray(block.columns) ||
+        block.columns.length !== INDEX_COLUMNS.length ||
+        // eslint-disable-next-line security/detect-object-injection -- Offset comes from a fixed-length validated columns array.
+        block.columns.some((column, offset) => column !== INDEX_COLUMNS[offset])
+      ) throw new ServiceUnavailableException({ code: MoexErrorCode.Unavailable });
+      const current = parseRows(block);
+      let previousDate = rows.at(LAST_HISTORY_ROW)?.tradeDate;
+      for (const row of current) {
+        const tradeDate = text(row.tradedate);
+        const close = numberText(row.close);
+        if (
+          !tradeDate || !isoDayPattern.test(tradeDate) ||
+          Number.isNaN(Date.parse(`${tradeDate}T00:00:00Z`)) ||
+          new Date(`${tradeDate}T00:00:00Z`).toISOString().slice(ISO_DATE_START, ISO_DATE_LENGTH) !== tradeDate ||
+            !close || Number(close) <= ZERO_CLOSE ||
+            (previousDate !== undefined && tradeDate <= previousDate)
+        ) throw new ServiceUnavailableException({ code: MoexErrorCode.Unavailable });
+        rows.push({ tradeDate, close });
+        previousDate = tradeDate;
+      }
+      const cursor = parseRows(response['history.cursor']);
+      const index = integer(cursor[0]?.index);
+      const total = integer(cursor[0]?.total);
+      const pageSize = integer(cursor[0]?.pagesize);
+      if (
+        cursor.length !== EXPECTED_CURSOR_ROWS || index !== start ||
+        total === null || pageSize === null || pageSize === EMPTY_PAGE_SIZE ||
+        current.length !== Math.min(pageSize, total - start)
+      ) throw new ServiceUnavailableException({ code: MoexErrorCode.Unavailable });
+      if (index + pageSize >= total) return rows;
+      start = index + pageSize;
+    }
+  }
+
   async bondYield(
     secid: string,
     isin: string,
@@ -95,9 +157,9 @@ export class MoexClient {
     for (const row of coupons) {
       const date = text(row.coupondate);
       const value = numberText(row.value);
-      const currency = currencyText(row.faceunit);
-      if (date && value && currency) {
-        events.push({ type: 'coupon', date, value, currency });
+      // RUB-only: coupons in other currencies are filtered out at this ingest boundary.
+      if (date && value && currencyText(row.faceunit) === 'RUB') {
+        events.push({ type: 'coupon', date, value, currency: 'RUB' });
       }
     }
     for (const row of offers) {
@@ -109,9 +171,8 @@ export class MoexClient {
     );
     const date = values.get('MATDATE');
     const value = numberText(values.get('FACEVALUE'));
-    const currency = currencyText(values.get('FACEUNIT'));
-    if (date && value && currency) {
-      events.push({ type: 'maturity', date, value, currency });
+    if (date && value && currencyText(values.get('FACEUNIT')) === 'RUB') {
+      events.push({ type: 'maturity', date, value, currency: 'RUB' });
     }
     return events;
   }

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

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

src/integrations/tbank/decimal.ts

@@ -1,4 +1,6 @@
-import { Decimal } from '../../common/decimal';
+import type { Money } from '../../common/money.types';
+
+import { Decimal, formatDecimal } from '../../common/decimal';
 
 const MISSING_PROTO_COMPONENT = 0;
 
@@ -6,6 +8,12 @@ const NANO = 1_000_000_000n;
 
 export type ProtoDecimal = { nano?: number | string; units?: number | string };
 
+export function rubMoney(value?: ProtoDecimal & { currency?: string }): Money | null {
+  return value?.currency?.trim().toUpperCase() === 'RUB'
+    ? { currency: 'RUB', value: formatDecimal(decimal(value)) }
+    : null;
+}
+
 export function decimal(value: ProtoDecimal): Decimal {
   return {
     value: BigInt(value.units ?? MISSING_PROTO_COMPONENT) * NANO + BigInt(value.nano ?? MISSING_PROTO_COMPONENT),

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

@@ -5,14 +5,15 @@ import { isDeepStrictEqual } from 'node:util';
 import type {
   TbankInstrumentLookup as MetadataLookupRow,
   TbankInstrument as MetadataRow,
-  Prisma,
-} from '../../../generated/prisma/client';
-import type { TbankSyncAttempt } from './tbank-access.service';
+} 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 { tbankSourceTtlMs } from './tbank-source.policy';
+import { claimSyncWork, lockConnectionGeneration } from './tbank-sync-claim';
 
 const FIRST_BATCH_OFFSET = 0;
 const UNCHANGED_REVISION_INCREMENT = 0;
@@ -120,11 +121,8 @@ export class InstrumentMetadataRepository {
     active: ReadonlySet<string>,
   ) {
     return this.prisma.$transaction(async (tx) => {
-      const valid = await tx.tbankConnection.updateMany({
-        where: { ...attemptOwner, invalidToken: false },
-        data: { membershipRevision: { increment: 0 } },
-      });
-      if (!valid.count) return null;
+      const valid = await lockConnectionGeneration(tx, attemptOwner);
+      if (!valid) return null;
       const scope = {
         ...attemptOwner,
         scopeKey: `metadata:${metadataKey(identity)}`,
@@ -132,11 +130,7 @@ export class InstrumentMetadataRepository {
       const previous = await tx.tbankSyncWork.findUnique({
         where: { userId_revision_scopeKey: scope },
       });
-      if (
-        previous?.state === 'running' &&
-        previous.processRunId === runId &&
-        active.has(previous.attemptId)
-      ) {
+      if (isJoinableRunningAttempt(previous, runId, active)) {
         return { work: previous, launch: false };
       }
       const data = {
@@ -172,15 +166,11 @@ export class InstrumentMetadataRepository {
 
   publish(attempt: TbankSyncAttempt, results: MetadataLookup[], now: Date) {
     return this.prisma.$transaction(async (tx) => {
-      const claimed = await tx.tbankSyncWork.updateMany({
-        where: {
-          ...attempt,
-          state: 'running',
-          connection: { invalidToken: false },
-        },
-        data: { state: 'complete', progress: {} },
+      const claimed = await claimSyncWork(tx, attempt, {
+        state: 'complete',
+        progress: {},
       });
-      if (!claimed.count) return false;
+      if (!claimed) return false;
       const aliases = new Map(
         results.map((result) => [`${result.type}:${result.id}`, result]),
       );
@@ -217,9 +207,7 @@ export class InstrumentMetadataRepository {
           const previous = await tx.tbankInstrument.findUnique({
             where: { provider_uid: key },
           });
-          const payload = JSON.parse(
-            JSON.stringify(instrument),
-          ) as Prisma.InputJsonObject;
+          const payload = toJson(instrument);
           const data = {
             metadata: payload,
             figi:
@@ -269,18 +257,17 @@ export class InstrumentMetadataRepository {
   }
 
   async finishObserver(attempt: TbankSyncAttempt, success: boolean) {
-    await this.prisma.tbankSyncWork.updateMany({
-      where: {
-        ...attempt,
-        state: 'running',
-        ...(success ? { connection: { invalidToken: false } } : {}),
-      },
-      data: {
+    await claimSyncWork(
+      this.prisma,
+      attempt,
+      {
         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,
@@ -320,11 +307,7 @@ function selectMetadata(
   return {
     data: usefulUid ? uid.data : (figi.data ?? uid.data),
     complete,
-    fresh:
-      complete &&
-      // eslint-disable-next-line sonarjs/different-types-comparison -- The conditional aggregation is nullable at runtime; keep the freshness guard.
-      fetchedAt !== null &&
-      Date.now() - fetchedAt.valueOf() < tbankSourceTtlMs.metadata,
+    fresh: complete,
     fetchedAt,
     dataRevision: used
       .map(

src/integrations/tbank/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;
@@ -25,6 +26,22 @@ export type TbankSyncAttempt = {
   userId: string;
 };
 
+// Join rule shared by sync reservations: the same process joins its own running attempt
+// only while that attempt is still active in memory. Set and Map both satisfy `has`.
+export function isJoinableRunningAttempt<
+  T extends { attemptId: string; processRunId: string; state: string },
+>(
+  previous: null | T,
+  processRunId: string,
+  active: { has(attemptId: string): boolean },
+): previous is T {
+  return (
+    previous?.state === 'running' &&
+    previous.processRunId === processRunId &&
+    active.has(previous.attemptId)
+  );
+}
+
 @Injectable()
 export class TbankAccessService {
   constructor(
@@ -40,11 +57,8 @@ export class TbankAccessService {
     force: boolean,
   ) {
     return this.prisma.$transaction(async (tx) => {
-      const current = await tx.tbankConnection.updateMany({
-        where: { userId, revision, invalidToken: false },
-        data: { membershipRevision: { increment: 0 } },
-      });
-      if (!current.count) return null;
+      const current = await lockConnectionGeneration(tx, { userId, revision });
+      if (!current) return null;
       const connection = await tx.tbankConnection.findUniqueOrThrow({
         where: { userId },
       });
@@ -62,11 +76,7 @@ export class TbankAccessService {
       const previous = await tx.tbankSyncWork.findUnique({
         where: { userId_revision_scopeKey: scope },
       });
-      if (
-        previous?.state === 'running' &&
-        previous.processRunId === processRunId &&
-        active.has(previous.attemptId)
-      ) {
+      if (isJoinableRunningAttempt(previous, processRunId, active)) {
         return { work: previous, launch: false };
       }
       const data = {
@@ -98,15 +108,11 @@ export class TbankAccessService {
 
   async failMembership(attempt: TbankSyncAttempt, invalidToken: boolean) {
     if (invalidToken) return this.rejectMembershipToken(attempt);
-    const result = await this.prisma.tbankSyncWork.updateMany({
-      where: {
-        ...attempt,
-        state: 'running',
-        connection: { invalidToken: false },
-      },
-      data: { state: 'failed', errorCode: TbankErrorCode.Unavailable },
+    const result = await claimSyncWork(this.prisma, attempt, {
+      state: 'failed',
+      errorCode: TbankErrorCode.Unavailable,
     });
-    return result.count === EXPECTED_UPDATED_CONNECTIONS;
+    return result === EXPECTED_UPDATED_CONNECTIONS;
   }
 
   async tokenForAttempt(attempt: TbankSyncAttempt): Promise<null | string> {
@@ -121,6 +127,23 @@ export class TbankAccessService {
     return work ? this.tokens.decrypt(work.connection.encryptedToken) : null;
   }
 
+  // Online reads: a permanent upstream auth refusal becomes 400/INVALID_TBANK_TOKEN here, once, for every caller.
+  async online<T>(
+    userId: string,
+    run: (connection: { revision: string; token: string }) => Promise<T>,
+  ): Promise<T> {
+    const connection = await this.prisma.tbankConnection.findUnique({
+      where: { userId },
+      select: { encryptedToken: true, invalidToken: true, revision: true },
+    });
+    if (!connection) throw new ConflictException({ code: TbankErrorCode.NotConnected });
+    if (connection.invalidToken) {
+      throw new BadRequestException({ code: TbankErrorCode.InvalidToken });
+    }
+    const token = this.tokens.decrypt(connection.encryptedToken);
+    return this.tokens.translateInvalidToken(() => run({ revision: connection.revision, token }));
+  }
+
   async publishMembership(
     attempt: TbankSyncAttempt,
     accounts: TbankAccount[],
@@ -134,15 +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({
-        where: {
-          ...attempt,
-          state: 'running',
-          connection: { invalidToken: false },
-        },
-        data: { updatedAt: new Date() },
-      });
-      if (!claimed.count) return false;
+      const claimed = await claimSyncWork(tx, attempt, { updatedAt: new Date() });
+      if (!claimed) return false;
       const { userId, revision } = attempt;
       const previous = await tx.tbankAccount.findMany({
         where: { userId, revision },
@@ -192,6 +208,17 @@ export class TbankAccessService {
           membershipRevision: { increment: changed ? MEMBERSHIP_REVISION_INCREMENT : UNCHANGED_MEMBERSHIP_REVISION_INCREMENT },
         },
       });
+      // Value history visibility follows the confirmed membership only; a
+      // failed fetch never reaches this transaction and changes nothing.
+      const supportedIds = supported.map(({ id }) => id);
+      await tx.tbankPortfolioValueHistory.updateMany({
+        where: { userId, accountId: { in: supportedIds } },
+        data: { deletedAt: null },
+      });
+      await tx.tbankPortfolioValueHistory.updateMany({
+        where: { userId, accountId: { notIn: supportedIds }, deletedAt: null },
+        data: { deletedAt: fetchedAt },
+      });
       if (completeWork) {
         await tx.tbankSyncWork.update({
           where: { id: attempt.id },
@@ -204,11 +231,11 @@ export class TbankAccessService {
 
   async rejectMembershipToken(attempt: TbankSyncAttempt): Promise<boolean> {
     return this.prisma.$transaction(async (tx) => {
-      const claimed = await tx.tbankSyncWork.updateMany({
-        where: { ...attempt, state: 'running' },
-        data: { state: 'failed', errorCode: TbankErrorCode.InvalidToken },
-      });
-      if (!claimed.count) return false;
+      const claimed = await claimSyncWork(tx, attempt, {
+        state: 'failed',
+        errorCode: TbankErrorCode.InvalidToken,
+      }, { withoutConnectionFence: true });
+      if (!claimed) return false;
       await tx.tbankConnection.update({
         where: {
           userId_revision: {

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

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

src/integrations/tbank/tbank-protocol.ts

@@ -5,6 +5,10 @@ export enum InstrumentIdType {
   Uid = 'INSTRUMENT_ID_TYPE_UID',
 }
 
+export enum TbankInstrumentStatus {
+  All = 'INSTRUMENT_STATUS_ALL',
+}
+
 export enum TbankInstrumentType {
   Bond = 'INSTRUMENT_TYPE_BOND',
   Share = 'INSTRUMENT_TYPE_SHARE',
@@ -45,11 +49,17 @@ export enum TbankOperationType {
   Dividend = 'OPERATION_TYPE_DIVIDEND',
   DividendTax = 'OPERATION_TYPE_DIVIDEND_TAX',
   DividendTransfer = 'OPERATION_TYPE_DIVIDEND_TRANSFER',
+  InpMulti = 'OPERATION_TYPE_INP_MULTI',
   Input = 'OPERATION_TYPE_INPUT',
+  InputAcquiring = 'OPERATION_TYPE_INPUT_ACQUIRING',
   InputSecurities = 'OPERATION_TYPE_INPUT_SECURITIES',
+  InputSwift = 'OPERATION_TYPE_INPUT_SWIFT',
   MarginFee = 'OPERATION_TYPE_MARGIN_FEE',
+  OutMulti = 'OPERATION_TYPE_OUT_MULTI',
   Output = 'OPERATION_TYPE_OUTPUT',
+  OutputAcquiring = 'OPERATION_TYPE_OUTPUT_ACQUIRING',
   OutputSecurities = 'OPERATION_TYPE_OUTPUT_SECURITIES',
+  OutputSwift = 'OPERATION_TYPE_OUTPUT_SWIFT',
   Sell = 'OPERATION_TYPE_SELL',
   SellCard = 'OPERATION_TYPE_SELL_CARD',
   SellMargin = 'OPERATION_TYPE_SELL_MARGIN',

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

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

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

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

src/integrations/tbank/tbank-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/integrations/tbank/tbank.api.ts

@@ -3,6 +3,7 @@ export { InstrumentMetadataService } from './instrument-metadata.service';
 export { metadataKey } from './instrument-metadata.service';
 export type { MetadataIdentity } from './instrument-metadata.service';
 export {
+  isJoinableRunningAttempt,
   TbankAccessService,
   type TbankSyncAttempt,
 } from './tbank-access.service';

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

@@ -1,5 +1,6 @@
-import { status } from '@grpc/grpc-js';
+import { Metadata, status } from '@grpc/grpc-js';
 import { NotFoundException, ServiceUnavailableException } from '@nestjs/common';
+import { EventEmitter } from 'node:events';
 
 import { TbankOperationState } from './tbank-protocol';
 import { TbankClient } from './tbank.client';
@@ -136,6 +137,70 @@ describe('TbankClient operations', () => {
     );
     jest.useRealTimers();
   });
+
+  it('distinguishes a gRPC deadline from queue delay without logging upstream secrets', async () => {
+    const logger = { event: jest.fn() };
+    const client = Object.assign(Object.create(TbankClient.prototype) as TbankClient, {
+      logger,
+      queue: { size: 0, run: (operation: () => Promise<unknown>) => operation() },
+    });
+    const channel = { getConnectivityState: () => 1 };
+    const service = {
+      getChannel: () => channel,
+      getAccounts: (_input: unknown, _metadata: unknown, _options: unknown, callback: (error: unknown) => void) => {
+        const call = new EventEmitter();
+        void Promise.resolve().then(() => callback({ code: status.DEADLINE_EXCEEDED, details: 'Bearer secret' }));
+        return call;
+      },
+    };
+    const invoke = (client as unknown as { call: (token: string, service: unknown, method: string, input: object) => Promise<unknown> }).call.bind(client);
+    jest.useFakeTimers();
+    try {
+      const failed = invoke('secret', service, 'getAccounts', {});
+      await Promise.all([
+        expect(failed).rejects.toBeInstanceOf(ServiceUnavailableException),
+        jest.advanceTimersByTimeAsync(1000),
+      ]);
+      expect(logger.event).toHaveBeenLastCalledWith('error', 'tbank.rpc.failed', expect.objectContaining({
+        operation: 'getAccounts', grpcCode: status.DEADLINE_EXCEEDED,
+        queueWaitMs: 0, channelState: 'CONNECTING', headersReceived: false,
+      }));
+      const [, , fields] = logger.event.mock.calls.at(-1) as [string, string, { networkMs: unknown }];
+      expect(typeof fields.networkMs).toBe('number');
+      expect(JSON.stringify(logger.event.mock.calls)).not.toContain('secret');
+    } finally {
+      jest.useRealTimers();
+    }
+  });
+
+  it('records response headers and a validated upstream tracking ID', async () => {
+    const logger = { event: jest.fn() };
+    const client = Object.assign(Object.create(TbankClient.prototype) as TbankClient, {
+      logger,
+      queue: { size: 0, run: (operation: () => Promise<unknown>) => operation() },
+    });
+    const headers = new Metadata();
+    headers.set('x-tracking-id', '123e4567-e89b-12d3-a456-426614174000');
+    headers.set('authorization', 'Bearer secret');
+    const service = {
+      getChannel: () => ({ getConnectivityState: () => 2 }),
+      getAccounts: (_input: unknown, _metadata: unknown, _options: unknown, callback: (error: null, response: object) => void) => {
+        const call = new EventEmitter();
+        void Promise.resolve().then(() => {
+          call.emit('metadata', headers);
+          callback(null, { accounts: [] });
+        });
+        return call;
+      },
+    };
+    const invoke = (client as unknown as { call: (token: string, service: unknown, method: string, input: object) => Promise<unknown> }).call.bind(client);
+    await expect(invoke('secret', service, 'getAccounts', {})).resolves.toEqual({ accounts: [] });
+    expect(logger.event).toHaveBeenLastCalledWith('debug', 'tbank.rpc.completed', expect.objectContaining({
+      channelState: 'READY', headersReceived: true,
+      trackingId: '123e4567-e89b-12d3-a456-426614174000',
+    }));
+    expect(JSON.stringify(logger.event.mock.calls)).not.toContain('secret');
+  });
 });
 
 describe('TbankClient metadata retries', () => {
@@ -171,6 +236,16 @@ describe('TbankClient metadata retries', () => {
     jest.useRealTimers();
   });
 
+  it.each([
+    ['bondBy', (client: TbankClient, optIn: boolean) => client.getBond('token', 'uid', undefined, optIn)],
+    ['etfBy', (client: TbankClient, optIn: boolean) => client.getEtf('token', 'uid', undefined, optIn)],
+    ['getAssetBy', (client: TbankClient, optIn: boolean) => optIn ? client.getAssetBrand('token', 'uid') : client.getAssetDescription('token', 'uid')],
+  ])('%s reports NOT_FOUND only for classification lookups', async (_method, invoke) => {
+    requestRpc.mockRejectedValue({ code: status.NOT_FOUND });
+    await expect(invoke(client, false)).rejects.toBeInstanceOf(ServiceUnavailableException);
+    await expect(invoke(client, true)).rejects.toBeInstanceOf(NotFoundException);
+  });
+
   it.each([
     status.UNAVAILABLE,
     status.DEADLINE_EXCEEDED,
@@ -282,3 +357,141 @@ describe('TbankClient metadata retries', () => {
     expect(jest.getTimerCount()).toBe(0);
   });
 });
+
+describe('TbankClient share catalog', () => {
+  const token = 'token';
+  const catalogSize = 40;
+  let client: TbankClient;
+  let call: jest.Mock;
+  let logger: {
+    event: jest.Mock<void, [string, string, Record<string, number | string>]>;
+  };
+
+  beforeEach(() => {
+    call = jest.fn();
+    logger = {
+      event: jest.fn<void, [string, string, Record<string, number | string>]>(),
+    };
+    client = Object.assign(
+      Object.create(TbankClient.prototype) as TbankClient,
+      { call, logger },
+    );
+  });
+
+  it('fetches the full share catalog through Shares with INSTRUMENT_STATUS_ALL', async () => {
+    const instruments = [{ ticker: 'AFLT', uid: 'uid-aflt' }];
+    call.mockResolvedValue({ instruments });
+
+    await expect(client.getAllShares(token)).resolves.toEqual(instruments);
+    expect(call).toHaveBeenCalledWith('token', undefined, 'shares', {
+      instrumentStatus: 'INSTRUMENT_STATUS_ALL',
+    });
+  });
+
+  it('returns the whole catalog including a fitting instrument beyond the first 30 text matches', async () => {
+    const catalog = Array.from({ length: catalogSize }, (_, index) => {
+      const fitting = index === catalogSize - 1;
+      return {
+        apiTradeAvailableFlag: fitting,
+        buyAvailableFlag: fitting,
+        ticker: fitting ? 'FIT' : `T${index}`,
+        uid: fitting ? 'uid-fit' : `uid-${index}`,
+      };
+    });
+    call.mockResolvedValue({ instruments: catalog });
+
+    const shares = await client.getAllShares(token);
+
+    expect(shares).toEqual(catalog);
+    expect(shares).toHaveLength(catalogSize);
+    expect(shares).toContainEqual({
+      apiTradeAvailableFlag: true,
+      buyAvailableFlag: true,
+      ticker: 'FIT',
+      uid: 'uid-fit',
+    });
+  });
+
+  it('rejects when the source refuses instead of returning an empty success', async () => {
+    const error = new ServiceUnavailableException({
+      code: 'TBANK_UNAVAILABLE',
+    });
+    call.mockRejectedValue(error);
+
+    await expect(client.getAllShares(token)).rejects.toBe(error);
+  });
+
+  it('rejects when the response carries no instrument list', async () => {
+    call.mockResolvedValue({});
+
+    await expect(client.getAllShares(token)).rejects.toBeInstanceOf(
+      ServiceUnavailableException,
+    );
+  });
+
+  it('rejects an empty instrument list with the public unavailable code', async () => {
+    call.mockResolvedValue({ instruments: [] });
+
+    const failure = await client
+      .getAllShares(token)
+      .catch((error: unknown) => error);
+
+    expect(failure).toBeInstanceOf(ServiceUnavailableException);
+    expect((failure as ServiceUnavailableException).getResponse()).toEqual({
+      code: 'TBANK_UNAVAILABLE',
+    });
+  });
+
+  it('rejects a non-list instrument payload as uninterpretable', async () => {
+    call.mockResolvedValue({ instruments: 'corrupted' });
+
+    await expect(client.getAllShares(token)).rejects.toBeInstanceOf(
+      ServiceUnavailableException,
+    );
+  });
+
+  it('rejects an uninterpretable entry without instrument identity', async () => {
+    call.mockResolvedValue({
+      instruments: [
+        { ticker: 'FIT', uid: 'uid-fit' },
+        { ticker: 'BROKEN' },
+      ],
+    });
+
+    await expect(client.getAllShares(token)).rejects.toBeInstanceOf(
+      ServiceUnavailableException,
+    );
+  });
+
+  it('registers asOf and source instrument count on a successful catalog fetch', async () => {
+    call.mockResolvedValue({
+      instruments: [{ uid: 'uid-a' }, { uid: 'uid-b' }],
+    });
+
+    await client.getAllShares(token);
+
+    expect(logger.event).toHaveBeenCalledWith(
+      'info',
+      'tbank.shares.catalog.fetched',
+      expect.objectContaining({ count: 2, operation: 'shares' }),
+    );
+    expect(logger.event.mock.calls[0][2].asOf).toEqual(expect.any(String));
+  });
+
+  it('logs a distinguishable failure without secrets when the catalog is unusable', async () => {
+    call.mockResolvedValue({ instruments: [] });
+
+    await expect(client.getAllShares('secret-token')).rejects.toBeInstanceOf(
+      ServiceUnavailableException,
+    );
+
+    expect(logger.event).toHaveBeenCalledWith(
+      'error',
+      'tbank.shares.catalog.unusable',
+      expect.objectContaining({ operation: 'shares' }),
+    );
+    expect(JSON.stringify(logger.event.mock.calls)).not.toContain(
+      'secret-token',
+    );
+  });
+});

src/integrations/tbank/tbank.client.ts

@@ -2,6 +2,7 @@ import {
   ChannelCredentials,
   Client,
   ClientUnaryCall,
+  connectivityState,
   loadPackageDefinition,
   Metadata,
   ServiceError,
@@ -34,6 +35,7 @@ import {
   InstrumentIdType,
   TbankAccountStatus,
   TbankCandleInterval,
+  TbankInstrumentStatus,
   TbankInstrumentType,
   TbankOperationState,
 } from './tbank-protocol';
@@ -59,6 +61,13 @@ type Unary<Request, Response> = (
   callback: (error: null | ServiceError, response: Response) => void,
 ) => ClientUnaryCall;
 type TbankClientService = Client & Record<string, Unary<never, never>>;
+type RpcDiagnostics = {
+  channelState?: string;
+  headersReceived?: boolean;
+  networkMs?: number;
+  queueWaitMs?: number;
+  trackingId?: string;
+};
 export type TbankDecimal = { nano?: number | string; units?: number | string };
 export type TbankMoney = TbankDecimal & { currency?: string };
 export type TbankAccount = {
@@ -325,6 +334,35 @@ export class TbankClient {
     ).then((response) => response.instruments ?? []);
   }
 
+  async getAllShares(token: string): Promise<TbankShare[]> {
+    const response = await this.call<{ instruments?: TbankShare[] }>(
+      token,
+      this.instruments,
+      'shares',
+      { instrumentStatus: TbankInstrumentStatus.All },
+    );
+    const { instruments } = response;
+    if (
+      !Array.isArray(instruments) ||
+      !instruments.length ||
+      instruments.some((item) => !item?.uid)
+    ) {
+      this.logger.event('error', 'tbank.shares.catalog.unusable', {
+        code: TbankErrorCode.Unavailable,
+        operation: 'shares',
+      });
+      throw new ServiceUnavailableException({
+        code: TbankErrorCode.Unavailable,
+      });
+    }
+    this.logger.event('info', 'tbank.shares.catalog.fetched', {
+      asOf: new Date().toISOString(),
+      count: instruments.length,
+      operation: 'shares',
+    });
+    return instruments;
+  }
+
   findBonds(token: string, query: string): Promise<TbankBond[]> {
     return this.call<{ instruments?: TbankBond[] }>(
       token,
@@ -337,18 +375,29 @@ export class TbankClient {
     ).then((response) => response.instruments ?? []);
   }
 
-  getBond(token: string, uid: string): Promise<null | TbankBond> {
+  getBond(token: string, uid: string, idType = InstrumentIdType.Uid, notFound = false): Promise<null | TbankBond> {
     return this.call<{ instrument?: TbankBond }>(
       token,
       this.sparseInstruments,
       'bondBy',
       {
-        idType: InstrumentIdType.Uid,
+        idType,
         id: uid,
       },
+      notFound,
     ).then((response) => response.instrument ?? null);
   }
 
+  getEtf(
+    token: string,
+    id: string,
+    idType = InstrumentIdType.Uid,
+    notFound = false,
+  ): Promise<null | Pick<TbankShare, 'assetUid' | 'figi' | 'sector' | 'uid'>> {
+    return this.call<{ instrument?: TbankShare }>(token, this.sparseInstruments, 'etfBy', { idType, id }, notFound)
+      .then((response) => response.instrument ?? null);
+  }
+
   getBondCoupons(
     token: string,
     uid: string,
@@ -367,18 +416,25 @@ export class TbankClient {
     ).then((response) => response.events ?? []);
   }
 
-  getShare(token: string, uid: string): Promise<null | TbankShare> {
+  getShare(token: string, uid: string, idType = InstrumentIdType.Uid, notFound = false): Promise<null | TbankShare> {
     return this.call<{ instrument?: TbankShare }>(
       token,
       this.instruments,
       'shareBy',
       {
-        idType: InstrumentIdType.Uid,
+        idType,
         id: uid,
       },
+      notFound,
     ).then((response) => response.instrument ?? null);
   }
 
+  getAssetBrand(token: string, assetUid: string): Promise<null | { assetUid?: string; brand?: { name?: string; uid?: string } }> {
+    return this.call<{ asset?: { brand?: { name?: string; uid?: string }; uid?: string } }>(
+      token, this.instruments, 'getAssetBy', { id: assetUid }, true,
+    ).then((response) => response.asset ? { assetUid: response.asset.uid, brand: response.asset.brand } : null);
+  }
+
   getAssetDescription(token: string, assetUid: string): Promise<null | string> {
     return this.call<{ asset?: { description?: string } }>(
       token,
@@ -476,20 +532,29 @@ export class TbankClient {
     client: TbankClientService,
     method: string,
     request: object,
+    notFound = false,
   ): Promise<Response> {
     const metadataCall = method === 'getInstrumentBy';
     for (let attempts = FIRST_ATTEMPT; attempts <= RPC_MAX_ATTEMPTS; attempts += ATTEMPT_INCREMENT) {
       const startedAt = performance.now();
       const queueFull = this.queue.size >= MAX_QUEUE_SIZE;
+      const diagnostics: RpcDiagnostics = {};
       try {
         if (queueFull) {
           throw new ServiceUnavailableException({ code: TbankErrorCode.Unavailable });
         }
-        const response = await this.queue.run(() =>
-          this.request<Response>(token, client, method, request),
-        );
+        const response = await this.queue.run(() => {
+          const sentAt = performance.now();
+          diagnostics.queueWaitMs = Math.round(sentAt - startedAt);
+          return this.request<Response>(
+            token, client, method, request, diagnostics,
+          ).finally(() => {
+            diagnostics.networkMs = Math.round(performance.now() - sentAt);
+          });
+        });
         this.logger.event('debug', 'tbank.rpc.completed', {
           operation: method,
+          ...diagnostics,
           attempts,
           durationMs: Math.round(performance.now() - startedAt),
         });
@@ -507,6 +572,7 @@ export class TbankClient {
         if (retryable && attempts < RPC_MAX_ATTEMPTS) {
           this.logger.event('warn', 'tbank.rpc.retry', {
             operation: method,
+            ...diagnostics,
             ...failureContext,
             attempts,
             durationMs: Math.round(performance.now() - startedAt),
@@ -516,6 +582,7 @@ export class TbankClient {
         }
         this.logger.event('error', 'tbank.rpc.failed', {
           operation: method,
+          ...diagnostics,
           ...failureContext,
           attempts: queueFull ? NO_RPC_ATTEMPTS : attempts,
           durationMs: Math.round(performance.now() - startedAt),
@@ -528,7 +595,7 @@ export class TbankClient {
         }
         if (
           grpcCode === status.NOT_FOUND &&
-          (method === 'shareBy' || metadataCall)
+          (notFound || method === 'shareBy' || metadataCall)
         ) {
           throw new NotFoundException();
         }
@@ -543,17 +610,42 @@ export class TbankClient {
     client: TbankClientService,
     method: string,
     request: object,
+    diagnostics?: RpcDiagnostics,
   ): Promise<Response> {
     return new Promise((resolve, reject) => {
       const metadata = new Metadata();
       metadata.set('Authorization', `Bearer ${token}`);
+      // A channel state is a snapshot, not proof that this particular call reached the server.
+      const channel = diagnostics && client.getChannel();
+      if (diagnostics) diagnostics.headersReceived = false;
       // eslint-disable-next-line security/detect-object-injection -- Service and method names are internal RPC selections, not request input.
-      client[method](
+      const call = client[method](
         request as never,
         metadata,
         { deadline: new Date(Date.now() + requestDeadlineMs) },
-        (error, response) => (error ? reject(error) : resolve(response)),
+        (error, response) => {
+          if (diagnostics && channel) {
+            diagnostics.channelState = connectivityState[
+              channel.getConnectivityState(false)
+            ];
+          }
+          if (error) reject(error);
+          else resolve(response);
+        },
       );
+      if (diagnostics) {
+        call.on('metadata', (headers: Metadata) => {
+          diagnostics.headersReceived = true;
+          const trackingId = headers.get('x-tracking-id')[0];
+          // Only a UUID may enter logs; never forward arbitrary upstream metadata.
+          if (
+            typeof trackingId === 'string' &&
+            /^[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$/i.test(trackingId)
+          ) {
+            diagnostics.trackingId = trackingId;
+          }
+        });
+      }
     });
   }
 }

src/main.ts

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

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

@@ -7,17 +7,16 @@ import { JwtService } from '@nestjs/jwt';
 import * as bcrypt from 'bcrypt';
 import { createHash, randomUUID } from 'crypto';
 
-import { Session, User } from '../../../../generated/prisma/client';
-import { HttpErrorCode } from '../../../common/error-code';
-import { isPrismaErrorCode, PrismaErrorCode } from '../../../prisma/prisma-error-code';
-import { PrismaService } from '../../../prisma/prisma.service';
+import type { Session, User } from '#generated/prisma/client';
+
+import { HttpErrorCode } from '#src/common/error-code';
+
+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;
-const REFRESH_TTL_MS = 604_800_000;
+export const REFRESH_TTL_MS = 604_800_000;
 
 const ACCESS_TTL = '15m';
 const REFRESH_TTL = '7d';
@@ -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({
-      where: { email },
-    });
+    const existing = await this.repository.findUserByEmail(email);
     if (existing) {
       throw new ConflictException({ code: AuthErrorCode.EmailAlreadyRegistered });
     }
 
-    let user: User;
-    try {
-      user = await this.prisma.user.create({
-        data: {
-          id: randomUUID(),
-          email,
-          passwordHash: await bcrypt.hash(password, PASSWORD_HASH_ROUNDS),
-        },
-      });
-    } catch (error) {
-      if (isUniqueConstraintError(error)) {
-        throw new ConflictException({ code: AuthErrorCode.EmailAlreadyRegistered });
-      }
-      throw error;
+    const user = await this.repository.createUser({
+      id: randomUUID(),
+      email,
+      passwordHash: await bcrypt.hash(password, PASSWORD_HASH_ROUNDS),
+    });
+    if (!user) {
+      throw new ConflictException({ code: AuthErrorCode.EmailAlreadyRegistered });
     }
     return this.createSession(user);
   }
@@ -65,9 +55,7 @@ export class AuthService {
     email: string,
     password: string,
   ): Promise<AuthenticationResult> {
-    const user = await this.prisma.user.findUnique({
-      where: { email },
-    });
+    const user = await this.repository.findUserByEmail(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({
-      where: { id: payload.sid },
-      include: { user: true },
-    });
+    const session = await this.repository.findSessionWithUser(payload.sid);
     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({
-      where: { id: payload.sid },
-    });
+    const session = await this.repository.findSession(payload.sid);
     if (
       session &&
       !session.revokedAt &&
       session.refreshTokenHash === this.hash(token)
     ) {
-      await this.prisma.session.update({
-        where: { id: session.id },
-        data: { revokedAt: new Date() },
-      });
+      await this.repository.revokeSession(session.id);
     }
   }
 
@@ -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({
-      data: {
-        id: randomUUID(),
-        userId: user.id,
-        refreshTokenHash: '',
-        expiresAt: new Date(),
-      },
-    });
+    const session = await this.repository.createSession(user.id, randomUUID());
     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) {
-      const updated = await this.prisma.session.updateMany({
-        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 });
+    if (!(await this.repository.rotateSession(session.id, data, expectedRefreshTokenHash))) {
+      throw new UnauthorizedException({ code: HttpErrorCode.Unauthorized });
     }
     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 { Environment } from '../../../config/env.validation';
+import { HttpErrorCode } from '#src/common/error-code';
+import { Environment } from '#src/config/env.validation';
+
 import { AccessPayload } from '../application/auth.types';
 
 @Injectable()

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

@@ -20,11 +20,12 @@ import {
   ApiTags,
 } from '@nestjs/swagger';
 
-import { ApiProblemResponses } from '../../../common/decorators/api-safe-error-response.decorator';
-import { HttpErrorCode } from '../../../common/error-code';
-import { AuthService } from '../application/auth.service';
+import { ApiProblemResponses } from '#src/common/decorators/api-safe-error-response.decorator';
+import { HttpErrorCode } from '#src/common/error-code';
+
+import { AuthService, REFRESH_TTL_MS } from '../application/auth.service';
 import { AccessPayload, AuthenticationResult } from '../application/auth.types';
-import { CredentialsDto } from './auth.dto';
+import { LoginDto, RegisterDto } from './auth.dto';
 import { JwtAuthGuard } from './jwt-auth.guard';
 
 const REFRESH_COOKIE = 'refresh_token';
@@ -56,7 +57,7 @@ export class AuthController {
   @HttpCode(HttpStatus.OK)
   @ApiOkResponse({ type: AuthenticationDto })
   async register(
-    @Body() credentials: CredentialsDto,
+    @Body() credentials: RegisterDto,
     @Res({ passthrough: true }) response: Response,
   ) {
     return this.respond(
@@ -69,7 +70,7 @@ export class AuthController {
   @HttpCode(HttpStatus.OK)
   @ApiOkResponse({ type: AuthenticationDto })
   async login(
-    @Body() credentials: CredentialsDto,
+    @Body() credentials: LoginDto,
     @Res({ passthrough: true }) response: Response,
   ) {
     return this.respond(
@@ -134,6 +135,7 @@ export class AuthController {
       sameSite: 'lax' as const,
       secure: process.env['NODE_ENV'] !== 'development',
       path: COOKIE_PATH,
+      maxAge: REFRESH_TTL_MS,
     };
   }
 }

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

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

src/modules/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 { PrismaService } from '../../../../prisma/prisma.service';
+import type { BankCard, Prisma } from '#generated/prisma/client';
+
 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(
-    private readonly prisma: PrismaService,
-    private readonly repository: BankCardsRepository,
-  ) {}
+  constructor(private readonly repository: BankCardsRepository) {}
 
   private async cardView(tx: Tx, card: BankCard): Promise<BankCardDto> {
-    const rows = await tx.bankCardOperation.findMany({
-      where: {
-        userId: card.userId,
-        deletedAt: null,
-        OR: [{ cardId: card.id }, { targetCardId: card.id }],
-      },
-    });
+    const rows = await this.repository.cardOperations(tx, card);
     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) =>
-      Promise.all(
-        (
-          await tx.bankCard.findMany({
-            where: { userId, ...(includeArchived ? {} : { archivedAt: null }) },
-            orderBy: [{ createdAt: 'asc' }, { id: 'asc' }],
-          })
-        ).map((card) => this.cardView(tx, card)),
-      ),
+    return this.repository.read(async (tx) =>
+      Promise.all((await this.repository.cards(tx, userId, includeArchived)).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({
-          data: { ...input, id: dto.id, userId, createFingerprint: hash },
+        await this.repository.createCard(tx, {
+          ...input,
+          id: dto.id,
+          userId,
+          createFingerprint: hash,
         }),
       );
     });
@@ -122,20 +109,16 @@ export class BankCardsService {
       }
       currentDate(input.openingDate);
       if (
-        await tx.bankCardOperation.findFirst({
-          where: {
-            userId,
-            deletedAt: null,
-            date: { lt: input.openingDate },
-            OR: [{ cardId: id }, { targetCardId: id }],
-          },
-        })
+        await this.repository.hasOperationsBefore(tx, userId, id, input.openingDate)
       ) {
         fail(BankErrorCode.OpeningDateConflict);
       }
-      const changed = await tx.bankCard.updateMany({
-        where: { id, userId, version: dto.version },
-        data: {
+      const updated = await this.repository.updateCard(
+        tx,
+        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, await this.repository.card(tx, userId, id));
+      );
+      return this.cardView(tx, updated);
     });
   }
 }

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';
-import { PrismaService } from '../../../../prisma/prisma.service';
+} from '#generated/prisma/client';
+
 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 {
@@ -28,67 +32,67 @@ import {
   periodBounds,
 } from './bank-card-input';
 
-const EXPECTED_UPDATED_ROWS = 1;
-
 type Tx = Prisma.TransactionClient;
 @Injectable()
 export class BankOperationsService {
-  constructor(
-    private readonly prisma: PrismaService,
-    private readonly repository: BankCardsRepository,
-  ) {}
+  constructor(private readonly repository: BankCardsRepository) {}
 
   private async operationView(
     tx: Tx,
     row: BankCardOperation,
   ): Promise<BankOperationDto> {
-    const card = await this.repository.card(tx, row.userId, row.cardId);
-    const target = row.targetCardId
-      ? await this.repository.card(tx, row.userId, row.targetCardId)
-      : null;
-    const source = row.originalExpenseId
-      ? await this.repository.operation(tx, row.userId, row.originalExpenseId)
-      : null;
-    const 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:
+    return (await this.pageViews(tx, [row]))[0];
+  }
+
+  private async pageViews(tx: Tx, rows: BankCardOperation[]) {
+    const userId = rows[0]?.userId;
+    if (!userId) return [];
+    const { cards, sources, categories, refunds } = await this.repository.operationViewData(tx, userId, rows);
+    const cardsById = new Map(cards.map((card) => [card.id, card]));
+    const sourcesById = new Map(sources.map((source) => [source.id, source]));
+    const categoriesById = new Map(categories.map((category) => [category.id, category]));
+    return rows.map((row) => {
+      const card = cardsById.get(row.cardId) as { name: string };
+      const target = row.targetCardId ? cardsById.get(row.targetCardId) : null;
+      const source = row.originalExpenseId
+        ? sourcesById.get(row.originalExpenseId)
+        : null;
+      const categoryId = source?.categoryId ?? row.categoryId;
+      const relatedRefunds =
         row.kind === BankOperationKind.Expense || source
-          ? rubMoney(
-              (source?.amountKopecks ?? row.amountKopecks) -
-              refunds.reduce((sum, r) => sum + r.amountKopecks, ZERO_KOPECKS),
+          ? refunds.filter(
+              (refund) =>
+                refund.originalExpenseId === (source?.id ?? row.id) &&
+                (!source || refund.id !== row.id),
             )
-          : null,
-      date: row.date,
-      description: row.description,
-      version: row.version,
-      createdAt: row.createdAt.toISOString(),
-    };
+          : [];
+      return {
+        id: row.id,
+        kind: row.kind as BankOperationDto['kind'],
+        cardId: row.cardId,
+        cardName: card.name,
+        targetCardId: row.targetCardId,
+        targetCardName: target?.name ?? null,
+        categoryId,
+        categoryName: categoriesById.get(categoryId ?? '')?.name ?? null,
+        originalExpenseId: row.originalExpenseId,
+        amount: rubMoney(row.amountKopecks),
+        availableRefund:
+          row.kind === BankOperationKind.Expense || source
+            ? rubMoney(
+                (source?.amountKopecks ?? row.amountKopecks) -
+                relatedRefunds.reduce(
+                  (sum, refund) => sum + refund.amountKopecks,
+                  ZERO_KOPECKS,
+                ),
+              )
+            : null,
+        date: row.date,
+        description: row.description,
+        version: row.version,
+        createdAt: row.createdAt.toISOString(),
+      };
+    });
   }
 
   private async validateOperation(
@@ -112,49 +116,28 @@ export class BankOperationsService {
         fail(BankErrorCode.InvalidDate);
       }
     }
-    if (
-      old &&
-      (old.kind !== input.kind ||
-        old.originalExpenseId !== input.originalExpenseId)
-    ) {
+    if (old && operationKindChanged(old.kind, input.kind,
+      old.originalExpenseId, input.originalExpenseId)) {
       fail(BankErrorCode.ImmutableOperation);
     }
-    if (input.kind === BankOperationKind.Transfer) {
-      if (
-        !input.targetCardId ||
-        input.targetCardId === input.cardId ||
-        input.categoryId ||
-        input.originalExpenseId
-      ) {
-        fail();
-      }
-    } else if (input.targetCardId) fail();
+    if (operationFieldConflict(input)) fail();
     if (input.kind === BankOperationKind.Expense) {
-      if (input.originalExpenseId) fail();
       if (!input.categoryId) {
-        const category = await tx.expenseCategory.findUnique({
-          where: { userId_seedKey: { userId, seedKey: 'other' } },
-        });
+        const category = await this.repository.defaultCategory(tx, userId);
         if (!category) missing();
         input.categoryId = category.id;
       }
       if (
-        !(await tx.expenseCategory.findFirst({
-          where: { userId, id: input.categoryId },
-        }))
+        !(await this.repository.category(tx, userId, 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 ||
@@ -163,29 +146,11 @@ export class BankOperationsService {
       ) {
         fail(BankErrorCode.InvalidRefund);
       }
-      if (
-        (
-          await tx.bankCardOperation.updateMany({
-            where: {
-              id: source.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 } } : {}),
-        },
-      });
+      await this.repository.updateOperation(tx,
+        { id: source.id, userId, version: source.version, deletedAt: null },
+        { version: { increment: 1 } },
+      );
+      const refunds = await this.repository.refunds(tx, userId, source.id, old?.id);
       if (input.date < source.date) fail(BankErrorCode.InvalidDate);
       if (
         refunds.reduce((sum, r) => sum + r.amountKopecks, ZERO_KOPECKS) +
@@ -196,9 +161,7 @@ export class BankOperationsService {
       }
     }
     if (old?.kind === BankOperationKind.Expense) {
-      const refunds = await tx.bankCardOperation.findMany({
-        where: { userId, originalExpenseId: old.id, deletedAt: null },
-      });
+      const refunds = await this.repository.refunds(tx, userId, old.id);
       if (
         refunds.length &&
         (input.cardId !== old.cardId ||
@@ -215,9 +178,7 @@ export class BankOperationsService {
     const normalized = operationInput(dto),
       hash = fingerprint(normalized);
     return this.repository.write(async (tx) => {
-      const existing = await tx.bankCardOperation.findUnique({
-        where: { id: dto.id },
-      });
+      const existing = await this.repository.operationById(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.
@@ -233,15 +194,15 @@ export class BankOperationsService {
       await this.validateOperation(tx, userId, input);
       return this.operationView(
         tx,
-        await tx.bankCardOperation.create({
-          data: { ...input, id: dto.id, userId, createFingerprint: hash },
+        await this.repository.createOperation(tx, {
+          ...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);
@@ -266,16 +227,10 @@ export class BankOperationsService {
         description: dto.description ?? old.description ?? undefined,
       });
       await this.validateOperation(tx, userId, input, old);
-      if (
-        (
-          await tx.bankCardOperation.updateMany({
-            where: { id, userId, version: dto.version, deletedAt: null },
-            data: { ...input, version: { increment: 1 } },
-          })
-        ).count !== EXPECTED_UPDATED_ROWS
-      ) {
-        conflict();
-      }
+      await this.repository.updateOperation(tx,
+        { id, userId, version: dto.version, deletedAt: null },
+        { ...input, version: { increment: 1 } },
+      );
       return this.operationView(
         tx,
         await this.repository.operation(tx, userId, id),
@@ -294,9 +249,7 @@ export class BankOperationsService {
       }
       if (
         row.kind === BankOperationKind.Expense &&
-        (await tx.bankCardOperation.findFirst({
-          where: { userId, originalExpenseId: id, deletedAt: null },
-        }))
+        (await this.repository.dependentRefund(tx, userId, id))
       ) {
         conflict(BankErrorCode.DependentRefunds);
       }
@@ -306,27 +259,15 @@ export class BankOperationsService {
           userId,
           row.originalExpenseId,
         );
-        if (
-          (
-            await tx.bankCardOperation.updateMany({
-              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: source.id, userId, version: source.version },
+          { version: { increment: 1 } },
+        );
       }
+      await this.repository.updateOperation(tx,
+        { id, userId, version, deletedAt: null },
+        { deletedAt: new Date(), version: { increment: 1 } },
+      );
     });
   }
 
@@ -339,29 +280,15 @@ 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 = {
-        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,
-      });
+      const { total, rows } = await this.repository.operationPage(
+        tx, userId, id, period, limit, page,
+      );
       return {
-        items: await Promise.all(
-          rows.map((row) => this.operationView(tx, row)),
-        ),
+        items: await this.pageViews(tx, rows),
         total,
         page,
         hasNext: page * limit < total,

src/modules/banking/bank-cards/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';
-
-const EXPECTED_UPDATED_CATEGORIES = 1;
-const VERSION_INCREMENT = 1;
+import { name } from './bank-card-input';
 
 @Injectable()
 export class ExpenseCategoriesService {
-  constructor(
-    private readonly prisma: PrismaService,
-    private readonly repository: BankCardsRepository,
-  ) {}
+  constructor(private readonly repository: BankCardsRepository) {}
 
   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,
-    }));
+    return this.repository.categories(userId);
   }
 
   createCategory(userId: string, value: string) {
     const label = name(value, MAX_CATEGORY_NAME_LENGTH);
-    return this.repository.write(async (tx) => {
-      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,
-      };
-    });
+    return this.repository.createCategory(userId, label);
   }
 
   updateCategory(userId: string, id: string, value: string, version: number) {
     const label = name(value, MAX_CATEGORY_NAME_LENGTH);
-    return this.repository.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,
-      };
-    });
+    return this.repository.updateCategory(userId, id, label, version);
   }
 }

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: {} }));
-import { PrismaService } from '../../../../prisma/prisma.service';
+jest.mock('#generated/prisma/client', () => ({ Prisma: {} }));
+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 { isPrismaErrorCode, PrismaErrorCode } from '../../../../prisma/prisma-error-code';
-import { PrismaService } from '../../../../prisma/prisma.service';
+import { BankCard, BankCardOperation, Prisma } from '#generated/prisma/client';
+import { isPrismaErrorCode, PrismaErrorCode } from '#src/prisma/prisma-error-code';
+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

@@ -1,6 +1,7 @@
 import {
   ApiProperty,
   ApiPropertyOptional,
+  getSchemaPath,
   IntersectionType,
   OmitType,
   PartialType,
@@ -23,7 +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,
@@ -153,6 +155,49 @@ export class CreateBankOperationDto {
   @MaxLength(MAX_OPERATION_DESCRIPTION_LENGTH)
   description?: string;
 }
+
+// OpenAPI-only variants. Runtime validation stays on CreateBankOperationDto so
+// invalid combinations keep the existing BANK_INVALID_INPUT response.
+class BankOperationCreateBaseDto extends OmitType(CreateBankOperationDto, [
+  'kind', 'targetCardId', 'categoryId', 'originalExpenseId',
+] as const) {}
+
+export class CreateExpenseOperationDto extends BankOperationCreateBaseDto {
+  @ApiProperty({ enum: [BankOperationKind.Expense] }) declare kind: 'expense';
+  @ApiPropertyOptional({ format: 'uuid' }) declare categoryId?: string;
+}
+
+export class CreateTopupOperationDto extends BankOperationCreateBaseDto {
+  @ApiProperty({ enum: [BankOperationKind.Topup] }) declare kind: 'topup';
+}
+
+export class CreateTransferOperationDto extends BankOperationCreateBaseDto {
+  @ApiProperty({ enum: [BankOperationKind.Transfer] }) declare kind: 'transfer';
+  @ApiProperty({ format: 'uuid' }) declare targetCardId: string;
+}
+
+export class CreateRefundOperationDto extends BankOperationCreateBaseDto {
+  @ApiProperty({ enum: [BankOperationKind.Refund] }) declare kind: 'refund';
+  @ApiProperty({ format: 'uuid' }) declare originalExpenseId: string;
+}
+
+export const createBankOperationSchema = {
+  oneOf: [
+    CreateExpenseOperationDto,
+    CreateTopupOperationDto,
+    CreateTransferOperationDto,
+    CreateRefundOperationDto,
+  ].map((model) => ({ $ref: getSchemaPath(model) })),
+  discriminator: {
+    propertyName: 'kind',
+    mapping: {
+      expense: getSchemaPath(CreateExpenseOperationDto),
+      topup: getSchemaPath(CreateTopupOperationDto),
+      transfer: getSchemaPath(CreateTransferOperationDto),
+      refund: getSchemaPath(CreateRefundOperationDto),
+    },
+  },
+};
 export class UpdateBankOperationDto extends PartialType(
   OmitType(CreateBankOperationDto, ['id'] as const),
   { skipNullProperties: false },

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

@@ -16,7 +16,9 @@ import {
 } from '@nestjs/common';
 import {
   ApiBearerAuth,
+  ApiBody,
   ApiCreatedResponse,
+  ApiExtraModels,
   ApiNoContentResponse,
   ApiOkResponse,
   ApiResponse,
@@ -27,8 +29,9 @@ import {
 import {
   ApiProblemResponses,
   ProblemDetailsDto,
-} from '../../../../common/decorators/api-safe-error-response.decorator';
-import { AccessPayload, JwtAuthGuard } from '../../../auth/auth.api';
+} from '#src/common/decorators/api-safe-error-response.decorator';
+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';
@@ -46,6 +49,11 @@ import {
   CategoryNameDto,
   CreateBankCardDto,
   CreateBankOperationDto,
+  createBankOperationSchema,
+  CreateExpenseOperationDto,
+  CreateRefundOperationDto,
+  CreateTopupOperationDto,
+  CreateTransferOperationDto,
   ExpenseCategoryDto,
   UpdateBankCardDto,
   UpdateBankOperationDto,
@@ -73,6 +81,12 @@ type AuthRequest = Request & { user: AccessPayload };
   },
 })
 @ApiTags('bank-cards')
+@ApiExtraModels(
+  CreateExpenseOperationDto,
+  CreateTopupOperationDto,
+  CreateTransferOperationDto,
+  CreateRefundOperationDto,
+)
 @ApiBearerAuth()
 @ApiProblemResponses()
 @UseGuards(JwtAuthGuard)
@@ -131,6 +145,7 @@ export class BankCardsController {
   }
 
   @Post('operations')
+  @ApiBody({ schema: createBankOperationSchema })
   @ApiCreatedResponse({ type: BankOperationDto })
   createOperation(
     @Req() req: AuthRequest,

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

@@ -1,11 +1,37 @@
 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';
+
+export class UnrealizedReturnDto {
+  @ApiProperty({ example: '12.345678901' })
+  declare absolute: string;
+
+  @ApiProperty({ example: '100.00' })
+  declare costBasis: string;
+
+  @ApiProperty({ type: String, nullable: true, example: '12.34' })
+  declare percent: null | string;
+
+  @ApiProperty()
+  declare partial: boolean;
+}
 
 export class PortfolioSummaryDto {
-  @ApiProperty({ type: MoneyDto, isArray: true })
-  declare totalsByCurrency: MoneyDto[];
+  @ApiProperty({ type: MoneyDto })
+  declare totals: MoneyDto;
+
+  @ApiProperty({ type: MoneyDto })
+  declare cash: MoneyDto;
+
+  @ApiProperty({ type: PortfolioStructureDto })
+  declare structure: PortfolioStructureDto;
+
+  @ApiProperty({ type: UnrealizedReturnDto })
+  declare unrealizedReturn: UnrealizedReturnDto;
 
   @ApiProperty({
     type: 'integer',
@@ -20,6 +46,20 @@ export class PortfolioSummaryDto {
     description: 'Number of non-zero bond positions, not the number of units.',
   })
   declare bondPositionCount: number;
+
+  @ApiProperty({
+    type: 'integer',
+    minimum: 0,
+    description: 'Number of non-zero fund positions, not the number of units.',
+  })
+  declare fundPositionCount: number;
+
+  @ApiProperty({
+    type: 'integer',
+    minimum: 0,
+    description: 'Number of all non-zero positions, not the number of units.',
+  })
+  declare totalPositionCount: number;
 }
 
 export class BrokerageAccountDto {
@@ -55,4 +95,12 @@ export class BrokerageAccountsResourceDto {
 
   @ApiProperty({ type: InvestmentResourceMetaDto })
   declare meta: InvestmentResourceMetaDto;
+
+  @ApiProperty({
+    type: HourlySyncStatusDto,
+    nullable: true,
+    description:
+      'Read-only status of the last hourly walk for the current connection. Null when no walk attempt exists yet.',
+  })
+  declare sync: HourlySyncStatusDto | null;
 }

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

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

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

@@ -1,13 +1,15 @@
 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';
 import { BrokerageAccountsController } from './brokerage-accounts.controller';
 import { BrokerageAccountsService } from './brokerage-accounts.service';
 
 @Module({
-  imports: [AuthModule, TbankModule, PortfolioModule],
+  imports: [AuthModule, TbankModule, PortfolioModule, TbankSyncRepositoryModule],
   controllers: [BrokerageAccountsController],
   providers: [BrokerageAccountsService],
   exports: [BrokerageAccountsService],

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

@@ -1,4 +1,4 @@
-jest.mock('../../../prisma/prisma.service', () => ({
+jest.mock('#src/prisma/prisma.service', () => ({
   PrismaService: class {},
 }));
 import { investmentResourceMeta } from '../investment-resource.mapper';
@@ -19,19 +19,21 @@ const meta = investmentResourceMeta({
 
 describe('saved brokerage account projection', () => {
   const portfolio = { saved: jest.fn() };
-  const service = new BrokerageAccountsService(portfolio as never);
+  const sync = { hourly: jest.fn().mockResolvedValue(null) };
+  const service = new BrokerageAccountsService(portfolio as never, sync as never);
 
   it('distinguishes unknown membership from a confirmed empty list', async () => {
     portfolio.saved.mockResolvedValueOnce({
-      membership: { ...meta, availability: 'missing' },
+      membership: { ...meta, completeness: 'incomplete' },
       accounts: [],
     });
-    expect((await service.list('owner', true)).data).toBeNull();
+    expect((await service.list('owner')).data).toBeNull();
     portfolio.saved.mockResolvedValueOnce({ membership: meta, accounts: [] });
-    expect((await service.list('owner', true)).data).toEqual([]);
+    expect((await service.list('owner')).data).toEqual([]);
   });
 
   it('keeps exact saved totals and independent missing summaries', async () => {
+    const structure = { totalValue: '0', hasNegativeValues: false, categories: [], unvaluedCategories: [] };
     portfolio.saved.mockResolvedValue({
       membership: meta,
       accounts: [
@@ -42,10 +44,10 @@ describe('saved brokerage account projection', () => {
           openedOn: null,
           meta,
           snapshot: {
-            totalsByCurrency: [
-              { currency: 'RUB', value: '100000000.000000001' },
-            ],
-            positions: [{ type: 'STOCK' }, { type: 'BOND' }],
+            cash: { currency: 'RUB', value: '10.000000001' },
+            structure,
+            totals: { currency: 'RUB', value: '100000000.000000001' },
+            positions: [{ type: 'STOCK', quantity: '1' }, { type: 'BOND', quantity: '2' }],
           },
         },
         {
@@ -58,13 +60,113 @@ describe('saved brokerage account projection', () => {
         },
       ],
     });
-    const response = await service.list('owner', true);
+    const response = await service.list('owner');
     expect(response.data?.[0].portfolioSummary).toEqual({
-      totalsByCurrency: [{ currency: 'RUB', value: '100000000.000000001' }],
+      cash: { currency: 'RUB', value: '10.000000001' },
+      structure,
+      totals: { currency: 'RUB', value: '100000000.000000001' },
       stockPositionCount: 1,
       bondPositionCount: 1,
+      fundPositionCount: 0,
+      totalPositionCount: 2,
+      unrealizedReturn: { absolute: '0', costBasis: '0', percent: null, partial: false },
     });
     expect(response.data?.[1].portfolioSummary).toBeNull();
-    expect(response.meta.availability).toBe('partial');
+    expect(response.meta.availability).toBe('available');
+    expect(response.meta.completeness).toBe('complete');
+  });
+
+  it('returns an empty summary from an empty saved portfolio', async () => {
+    const structure = { totalValue: '0', hasNegativeValues: false, categories: [], unvaluedCategories: [] };
+    portfolio.saved.mockResolvedValueOnce({
+      membership: meta,
+      accounts: [{
+        id: 'empty', name: 'Empty', type: 'BROKERAGE', openedOn: null, meta,
+        snapshot: { cash: { currency: 'RUB', value: '0' }, structure, totals: { currency: 'RUB', value: '0' }, positions: [] },
+      }],
+    });
+
+    expect((await service.list('owner')).data?.[0].portfolioSummary).toEqual({
+      cash: { currency: 'RUB', value: '0' }, structure, totals: { currency: 'RUB', value: '0' },
+      stockPositionCount: 0, bondPositionCount: 0,
+      fundPositionCount: 0, totalPositionCount: 0,
+      unrealizedReturn: { absolute: '0', costBasis: '0', percent: null, partial: false },
+    });
+  });
+
+  it('calculates exact returns, partial data, and zero cost basis', async () => {
+    portfolio.saved.mockResolvedValueOnce({
+      membership: meta,
+      accounts: [{
+        id: 'a', name: 'A', type: 'BROKERAGE', openedOn: null, meta,
+        snapshot: {
+          cash: { currency: 'RUB', value: '0' }, structure: {}, totals: { currency: 'RUB', value: '100' },
+          positions: [
+            { type: 'STOCK', quantity: '2', averagePurchasePrice: { currency: 'RUB', value: '10.000000001' }, absoluteReturn: { currency: 'RUB', value: '0.000000003' } },
+            { type: 'BOND', quantity: '0.5', averagePurchasePrice: { currency: 'RUB', value: '20' }, absoluteReturn: { currency: 'RUB', value: '1.25' } },
+            { type: 'FUND', quantity: '3', averagePurchasePrice: { currency: 'RUB', value: '2.5' }, absoluteReturn: null },
+            { type: 'BOND', quantity: '1', currentValue: { currency: 'RUB', value: '7' }, averagePurchasePrice: null, absoluteReturn: null },
+          ],
+        },
+      }],
+    });
+
+    expect((await service.list('owner')).data?.[0].portfolioSummary).toMatchObject({
+      stockPositionCount: 1, bondPositionCount: 2,
+      fundPositionCount: 1, totalPositionCount: 4,
+      unrealizedReturn: { absolute: '1.250000003', costBasis: '30.000000002', percent: '4.17', partial: true },
+    });
+  });
+
+  it('omits return percent for short positions', async () => {
+    portfolio.saved.mockResolvedValueOnce({
+      membership: meta,
+      accounts: [{
+        id: 'a', name: 'A', type: 'BROKERAGE', openedOn: null, meta,
+        snapshot: {
+          cash: { currency: 'RUB', value: '0' }, structure: {}, totals: { currency: 'RUB', value: '0' },
+          positions: [
+            { type: 'STOCK', quantity: '-2', averagePurchasePrice: { currency: 'RUB', value: '100' }, absoluteReturn: { currency: 'RUB', value: '-20' } },
+            { type: 'STOCK', quantity: '1', averagePurchasePrice: { currency: 'RUB', value: '10' }, absoluteReturn: { currency: 'RUB', value: '1' } },
+          ],
+        },
+      }],
+    });
+
+    expect((await service.list('owner')).data?.[0]?.portfolioSummary?.unrealizedReturn).toEqual(
+      { absolute: '-19', costBasis: '-190', percent: null, partial: false },
+    );
+  });
+
+  it('observes the latest hourly walk without starting another one', async () => {
+    portfolio.saved.mockResolvedValue({ membership: meta, accounts: [] });
+    sync.hourly.mockResolvedValue({
+      startedAt: new Date('2026-09-25T12:00:00Z'),
+      finishedAt: new Date('2026-09-25T12:01:00Z'),
+      state: 'partial',
+      sections: [
+        {
+          section: 'portfolio',
+          accountId: 'a',
+          errorCode: 'TBANK_UNAVAILABLE',
+        },
+      ],
+    });
+
+    const response = await service.list('owner');
+
+    expect(response.sync).toEqual({
+      startedAt: '2026-09-25T12:00:00.000Z',
+      finishedAt: '2026-09-25T12:01:00.000Z',
+      state: 'partial',
+      problems: [
+        {
+          section: 'portfolio',
+          accountId: 'a',
+          errorCode: 'TBANK_UNAVAILABLE',
+        },
+      ],
+    });
+    expect(sync.hourly).toHaveBeenCalledWith('owner');
   });
 });

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

@@ -1,18 +1,76 @@
 import { Injectable } from '@nestjs/common';
 import { createHash } from 'node:crypto';
 
+import {
+  add,
+  decimalFromString,
+  divide,
+  formatDecimal,
+  isZero,
+  multiply,
+} from '#src/common/decimal';
+
 import { investmentResourceMeta } from '../investment-resource.mapper';
-import { PortfolioService } from '../portfolio/portfolio.api';
-import { BrokerageAccountDto } from './brokerage-account.dto';
+import { PortfolioPositionDto, PortfolioService } from '../portfolio/portfolio.api';
+import { hourlyAttempt, TbankSyncRepository } from '../tbank-sync/tbank-sync.api';
+import {
+  BrokerageAccountDto,
+  BrokerageAccountsResourceDto,
+  UnrealizedReturnDto,
+} from './brokerage-account.dto';
+
+const PERCENT_DECIMAL_PLACES = 2;
+const ZERO_QUANTITY = 0n;
+
+function unrealizedReturn(positions: PortfolioPositionDto[]): UnrealizedReturnDto {
+  const absoluteReturn = positions.reduce(
+    (sum, position) => position.absoluteReturn
+      ? add(sum, decimalFromString(position.absoluteReturn.value))
+      : sum,
+    decimalFromString('0'),
+  );
+  const costBasis = positions
+    .filter((position) => position.absoluteReturn && position.averagePurchasePrice)
+    .reduce(
+      (sum, position) =>
+        // eslint-disable-next-line @typescript-eslint/no-non-null-assertion -- Guarded by the filter above.
+        add(sum, multiply(decimalFromString(position.averagePurchasePrice!.value), decimalFromString(position.quantity))),
+      decimalFromString('0'),
+    );
+  const partial = positions.some(
+    (position) => !position.absoluteReturn && (position.averagePurchasePrice || position.currentValue),
+  );
+  // A short position has negative cost basis, so a percent would flip sign or net out.
+  const withShorts = positions.some(
+    (position) =>
+      (position.absoluteReturn ?? position.averagePurchasePrice ?? position.currentValue) &&
+      decimalFromString(position.quantity).value < ZERO_QUANTITY,
+  );
+  return {
+    absolute: formatDecimal(absoluteReturn),
+    costBasis: formatDecimal(costBasis),
+    percent: isZero(costBasis) || withShorts
+      ? null
+      : formatDecimal(divide(
+          multiply(absoluteReturn, decimalFromString('100')),
+          costBasis,
+          PERCENT_DECIMAL_PLACES,
+        )),
+    partial,
+  };
+}
 
 @Injectable()
 export class BrokerageAccountsService {
-  constructor(private readonly portfolio: PortfolioService) {}
+  constructor(
+    private readonly portfolio: PortfolioService,
+    private readonly sync: TbankSyncRepository,
+  ) {}
 
-  async list(userId: string, observe = false) {
-    const saved = await this.portfolio.saved(userId, 'all', observe);
+  async list(userId: string): Promise<BrokerageAccountsResourceDto> {
+    const saved = await this.portfolio.saved(userId, 'all');
     const data: BrokerageAccountDto[] | null =
-      saved.membership.availability === 'missing'
+      saved.membership.completeness === 'incomplete'
         ? null
         : saved.accounts.map((account) => ({
             id: account.id,
@@ -21,16 +79,26 @@ export class BrokerageAccountsService {
             openedOn: account.openedOn,
             portfolioSummary: account.snapshot
               ? {
-                  totalsByCurrency: account.snapshot.totalsByCurrency,
+                  totals: account.snapshot.totals,
+                  cash: account.snapshot.cash,
+                  structure: account.snapshot.structure,
+                  unrealizedReturn: unrealizedReturn(account.snapshot.positions),
                   stockPositionCount: account.snapshot.positions.filter(
                     (position) => position.type === 'STOCK',
                   ).length,
                   bondPositionCount: account.snapshot.positions.filter(
                     (position) => position.type === 'BOND',
                   ).length,
+                  fundPositionCount: account.snapshot.positions.filter(
+                    (position) => position.type === 'FUND',
+                  ).length,
+                  // The snapshot mapper already drops zero-quantity positions.
+                  totalPositionCount: account.snapshot.positions.length,
                 }
               : null,
           }));
+    // The read-only result of the last hourly walk; never starts one.
+    const hourly = await this.sync.hourly(userId);
     return {
       data,
       meta: investmentResourceMeta({
@@ -49,18 +117,26 @@ export class BrokerageAccountsService {
         availability:
           data === null
             ? 'missing'
-            : saved.accounts.some((account) => !account.snapshot)
-              ? 'partial'
-              : 'complete',
+            : 'complete',
         fetchedAt: saved.membership.lastSuccessfulAt
           ? new Date(saved.membership.lastSuccessfulAt)
           : null,
-        freshForMs: 300_000,
-        work: saved.membership.sync.id
-          ? { ...saved.membership.sync, id: saved.membership.sync.id }
-          : null,
+        freshForMs: 3_600_000,
+        work: null,
+        lastAttempt: hourlyAttempt(hourly, ['membership', 'portfolio']),
         dependencies: saved.accounts.map((account) => account.meta),
       }),
+      sync: hourly
+        ? {
+            state: hourly.state,
+            startedAt: hourly.startedAt.toISOString(),
+            finishedAt: hourly.finishedAt?.toISOString() ?? null,
+            problems: hourly.sections.map((section) => ({
+              ...section,
+              accountId: section.accountId ?? null,
+            })),
+          }
+        : null,
     };
   }
 }

src/modules/investments/income/income-analytics.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:
@@ -39,10 +39,7 @@ export class IncomePeriodDto {
   declare to: string;
 }
 
-export class IncomeCurrencySummaryDto {
-  @ApiProperty()
-  declare currency: string;
-
+export class IncomeTotalDto {
   @ApiProperty({ type: MoneyDto })
   declare coupon: MoneyDto;
 
@@ -60,41 +57,19 @@ export class IncomeSummaryDto {
   @ApiProperty({ type: IncomePeriodDto })
   declare period: IncomePeriodDto;
 
-  @ApiProperty({ type: IncomeCurrencySummaryDto, isArray: true })
-  declare totalsByCurrency: IncomeCurrencySummaryDto[];
+  @ApiProperty({ type: IncomeTotalDto })
+  declare total: IncomeTotalDto;
 
   @ApiProperty({ format: 'date-time' })
   declare calculatedAt: string;
 }
 
-export class IncomeComparisonCurrencyDto {
-  @ApiProperty()
-  declare currency: string;
-
-  @ApiProperty({ type: IncomeCurrencySummaryDto })
-  declare selected: IncomeCurrencySummaryDto;
-
-  @ApiProperty({ type: IncomeCurrencySummaryDto })
-  declare compared: IncomeCurrencySummaryDto;
-
-  @ApiProperty({ type: IncomeCurrencySummaryDto })
-  declare difference: IncomeCurrencySummaryDto;
-}
-
-export class IncomeComparisonDto {
-  @ApiProperty({ type: IncomePeriodDto })
-  declare period: IncomePeriodDto;
-
-  @ApiProperty({ type: IncomeComparisonCurrencyDto, isArray: true })
-  declare totalsByCurrency: IncomeComparisonCurrencyDto[];
-}
-
 export class IncomeBucketDto {
   @ApiProperty({ type: IncomePeriodDto })
   declare period: IncomePeriodDto;
 
-  @ApiProperty({ type: IncomeCurrencySummaryDto, isArray: true })
-  declare totalsByCurrency: IncomeCurrencySummaryDto[];
+  @ApiProperty({ type: IncomeTotalDto })
+  declare total: IncomeTotalDto;
 }
 
 export class IncomeInstrumentDto {
@@ -135,12 +110,6 @@ export class IncomeAnalyticsEntryDto extends BrokerageOperationDto {
 }
 
 export class IncomeAnalyticsDto extends IncomeSummaryDto {
-  @ApiProperty({ type: IncomeComparisonDto, nullable: true })
-  declare previous: IncomeComparisonDto | null;
-
-  @ApiProperty({ type: IncomeComparisonDto, nullable: true })
-  declare yearComparison: IncomeComparisonDto | null;
-
   @ApiProperty({ enum: ['day', 'week', 'month'] })
   declare bucketGranularity: 'day' | 'month' | 'week';
 
@@ -162,7 +131,7 @@ export class IncomeSummaryResourceDto {
   declare meta: InvestmentResourceMetaDto;
 }
 
-const incomeDependencyRoles = ['selected', 'previous', 'year'] as const;
+const incomeDependencyRoles = ['selected'] as const;
 
 export class IncomeDependencyDto extends InvestmentDependencyDto {
   @ApiProperty({ enum: incomeDependencyRoles })

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

@@ -1,4 +1,4 @@
-jest.mock('../../../prisma/prisma.service', () => ({
+jest.mock('#src/prisma/prisma.service', () => ({
   PrismaService: class {},
 }));
 jest.mock('../operations/application/brokerage-operations.service', () => ({
@@ -17,7 +17,7 @@ describe('IncomeAnalyticsService', () => {
 
   beforeEach(() => jest.clearAllMocks());
 
-  it('labels each comparison dependency independently of its resource key', async () => {
+  it('labels the selected dependency independently of its resource key', async () => {
     seed([]);
     const response = await service.analytics(
       'user',
@@ -27,32 +27,10 @@ describe('IncomeAnalyticsService', () => {
     );
     expect(response.meta.dependencies).toEqual([
       expect.objectContaining({ role: 'selected', resourceKey: 'period/0' }),
-      expect.objectContaining({ role: 'previous', resourceKey: 'period/1' }),
-      expect.objectContaining({ role: 'year', resourceKey: 'period/2' }),
     ]);
-  });
-
-  it('labels an unavailable leap-day comparison as year', async () => {
-    operations.collectRanges.mockImplementation(
-      (_user: string, _account: string, build: () => unknown[]) =>
-        build().map((_, index) => ({ items: [], meta: completeMeta(index) })),
-    );
-    const response = await service.analytics(
-      'user',
-      'account',
-      '2024-02-29',
-      '2024-02-29',
-    );
-    expect(response.meta.dependencies).toEqual([
-      expect.objectContaining({ role: 'selected' }),
-      expect.objectContaining({ role: 'previous' }),
-      expect.objectContaining({
-        role: 'year',
-        availability: 'missing',
-        unavailableReason: 'CALENDAR_OR_ACCOUNT_HISTORY',
-      }),
-    ]);
-    expect(response.data?.yearComparison).toBeNull();
+    expect(
+      response.meta.dependencies.some((dependency) => dependency.role !== 'selected'),
+    ).toBe(false);
   });
 
   function seed(items: BrokerageOperationDto[]) {
@@ -63,7 +41,7 @@ describe('IncomeAnalyticsService', () => {
         build: (opened?: Date) => unknown[],
       ) => {
         build(undefined);
-        return [items, [], []].map((items, index) => ({
+        return [items].map((items, index) => ({
           items,
           meta: completeMeta(index),
         }));
@@ -79,22 +57,22 @@ describe('IncomeAnalyticsService', () => {
         ticker: 'T',
         instrumentType: 'bond',
       },
-      key: 'uid:UID:RUB',
+      key: 'uid:UID',
     },
     {
       identity: { figi: 'FIGI', ticker: 'T', instrumentType: 'bond' },
-      key: 'figi:FIGI:RUB',
+      key: 'figi:FIGI',
     },
     {
       identity: { ticker: 'T', instrumentType: 'bond' },
-      key: 'ticker:T:bond:RUB',
+      key: 'ticker:T:bond',
     },
-    { identity: { ticker: 'T' }, key: 'ticker:T::RUB' },
+    { identity: { ticker: 'T' }, key: 'ticker:T:' },
     {
       identity: { ticker: null, instrumentType: 'bond' },
-      key: 'ticker::bond:RUB',
+      key: 'ticker::bond',
     },
-    { identity: { ticker: null }, key: 'operation:receipt:RUB' },
+    { identity: { ticker: null }, key: 'operation:receipt' },
   ])(
     'uses one membership for entry and aggregate: $key',
     async ({ identity, key }) => {
@@ -124,7 +102,7 @@ describe('IncomeAnalyticsService', () => {
     },
   );
 
-  it('preserves entry order, repeated IDs, currency groups and signed exact totals', async () => {
+  it('preserves entry order, repeated IDs and signed exact totals', async () => {
     const selected = [
       {
         ...entry('same-id', 'OPERATION_TYPE_COUPON', '10.25', 'RUB'),
@@ -134,10 +112,6 @@ describe('IncomeAnalyticsService', () => {
         ...entry('same-id', 'OPERATION_TYPE_DIVIDEND', '-0.25', 'RUB'),
         instrumentUid: 'UID',
       },
-      {
-        ...entry('usd', 'OPERATION_TYPE_COUPON', '20', 'USD'),
-        instrumentUid: 'UID',
-      },
     ];
     seed(selected);
 
@@ -153,7 +127,7 @@ describe('IncomeAnalyticsService', () => {
     expect(result.entries).toEqual(
       selected.map((item) => ({
         ...item,
-        instrumentKey: `uid:UID:${item.payment?.currency}`,
+        instrumentKey: 'uid:UID',
       })),
     );
     expect(
@@ -168,14 +142,7 @@ describe('IncomeAnalyticsService', () => {
       ),
     ).toEqual([
       {
-        key: 'uid:UID:USD',
-        receiptCount: 1,
-        coupon: { currency: 'USD', value: '20' },
-        dividend: { currency: 'USD', value: '0' },
-        total: { currency: 'USD', value: '20' },
-      },
-      {
-        key: 'uid:UID:RUB',
+        key: 'uid:UID',
         receiptCount: 2,
         coupon: { currency: 'RUB', value: '10.25' },
         dividend: { currency: 'RUB', value: '-0.25' },
@@ -184,7 +151,7 @@ describe('IncomeAnalyticsService', () => {
     ]);
     expect(
       result.entries
-        .filter((item) => item.instrumentKey === 'uid:UID:RUB')
+        .filter((item) => item.instrumentKey === 'uid:UID')
         .map((item) => item.payment?.value),
     ).toEqual(['10.25', '-0.25']);
   });
@@ -213,26 +180,32 @@ describe('IncomeAnalyticsService', () => {
     expect(response.data?.buckets).toEqual([
       {
         period: { from: '2026-01-14', to: '2026-01-14' },
-        totalsByCurrency: [expect.objectContaining({
+        total: {
+          coupon: { currency: 'RUB', value: '0.1' },
+          dividend: { currency: 'RUB', value: '0' },
           total: { currency: 'RUB', value: '0.1' },
-        })],
+        },
       },
       {
         period: { from: '2026-01-15', to: '2026-01-15' },
-        totalsByCurrency: [expect.objectContaining({
+        total: {
           coupon: { currency: 'RUB', value: '0.2' },
           dividend: { currency: 'RUB', value: '-0.1' },
           total: { currency: 'RUB', value: '0.1' },
-        })],
+        },
       },
       {
         period: { from: '2026-01-16', to: '2026-01-16' },
-        totalsByCurrency: [],
+        total: {
+          coupon: { currency: 'RUB', value: '0' },
+          dividend: { currency: 'RUB', value: '0' },
+          total: { currency: 'RUB', value: '0' },
+        },
       },
     ]);
   });
 
-  it('aggregates only exact coupon and dividend payments by source currency', async () => {
+  it('aggregates only exact coupon and dividend payments', async () => {
     operations.collectRanges.mockImplementation(
       (
         _user: string,
@@ -245,10 +218,7 @@ describe('IncomeAnalyticsService', () => {
             entry('coupon', 'OPERATION_TYPE_COUPON', '10.25', 'RUB'),
             entry('dividend', 'OPERATION_TYPE_DIVIDEND', '-2.5', 'RUB'),
             entry('transfer', 'OPERATION_TYPE_DIVIDEND_TRANSFER', '99', 'RUB'),
-            entry('usd', 'OPERATION_TYPE_COUPON', '1', 'USD'),
           ],
-          [],
-          [],
         ].map((items, index) => ({ items, meta: completeMeta(index) }));
       },
     );
@@ -262,22 +232,14 @@ describe('IncomeAnalyticsService', () => {
 
     const result = response.data;
     assert(result);
-    expect(result.totalsByCurrency).toEqual([
-      expect.objectContaining({
-        currency: 'RUB',
-        coupon: { currency: 'RUB', value: '10.25' },
-        dividend: { currency: 'RUB', value: '-2.5' },
-        total: { currency: 'RUB', value: '7.75' },
-      }),
-      expect.objectContaining({
-        currency: 'USD',
-        total: { currency: 'USD', value: '1' },
-      }),
-    ]);
+    expect(result.total).toEqual({
+      coupon: { currency: 'RUB', value: '10.25' },
+      dividend: { currency: 'RUB', value: '-2.5' },
+      total: { currency: 'RUB', value: '7.75' },
+    });
     expect(result.entries.map((entry) => entry.id)).toEqual([
       'coupon',
       'dividend',
-      'usd',
     ]);
     expect(result.buckets).toHaveLength(31);
   });

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

@@ -6,9 +6,9 @@ import {
   compare,
   decimalFromString,
   formatDecimal,
-  subtract,
-} from '../../../common/decimal';
-import { isTbankProtocolValue, TbankOperationType } from '../../../integrations/tbank/tbank-protocol';
+} from '#src/common/decimal';
+import { isTbankProtocolValue, TbankOperationType } from '#src/integrations/tbank/tbank-protocol';
+
 import { DateOnlyRange, moscowDate } from '../investment-calendar';
 import { investmentResourceMeta } from '../investment-resource.mapper';
 import {
@@ -18,12 +18,11 @@ import {
 import {
   IncomeAnalyticsEntryDto,
   IncomeAnalyticsResourceDto,
-  IncomeComparisonDto,
-  IncomeCurrencySummaryDto,
   IncomeDependencyDto,
   IncomeInstrumentDto,
   IncomeSummaryDto,
   IncomeSummaryResourceDto,
+  IncomeTotalDto,
 } from './income-analytics.dto';
 import {
   IncomeBucketGranularity,
@@ -45,17 +44,12 @@ export class IncomeAnalyticsService {
   async summary(
     userId: string,
     accountId: string,
-    observe = false,
   ): Promise<IncomeSummaryResourceDto> {
-    let plan = planIncomePeriod(undefined, undefined);
+    const plan = planIncomePeriod(undefined, undefined);
     const [selected] = await this.operations.collectRanges(
       userId,
       accountId,
-      (openedAt) => {
-        plan = planIncomePeriod(undefined, undefined, openedAt);
-        return [plan.selected];
-      },
-      observe,
+      () => [plan.selected],
     );
     if (selected.items === null) return { data: null, meta: selected.meta };
     assert(selected.meta.lastSuccessfulAt);
@@ -75,56 +69,33 @@ export class IncomeAnalyticsService {
     accountId: string,
     from: string | undefined,
     to: string | undefined,
-    observe = false,
   ): Promise<IncomeAnalyticsResourceDto> {
-    let plan = planIncomePeriod(from, to);
-    const periods = await this.operations.collectRanges(
+    const plan = planIncomePeriod(from, to);
+    const [current] = await this.operations.collectRanges(
       userId,
       accountId,
-      (openedAt) => {
-        plan = planIncomePeriod(from, to, openedAt);
-        return [
-          plan.selected,
-          plan.previous,
-          ...(plan.yearAgo ? [plan.yearAgo] : []),
-        ];
-      },
-      observe,
+      () => [plan.selected],
     );
-    const [current, prior, year] = periods;
-    // Preserve the legacy order while consumers migrate to explicit roles.
     const dependencies: IncomeDependencyDto[] = [
       { ...current.meta, role: 'selected' },
-      { ...prior.meta, role: 'previous' },
-      {
-        ...(plan.yearAgo && year
-          ? year.meta
-          : investmentResourceMeta({
-              resourceKey: 'income/yearAgo', // gitleaks:allow public resource identifier
-              dataRevision: 'unavailable',
-              availability: 'missing',
-              fetchedAt: null,
-              freshForMs: 0,
-              work: null,
-              unavailableReason: 'CALENDAR_OR_ACCOUNT_HISTORY',
-            })),
-        role: 'year',
-      },
     ];
-    const states = periods.map((period) => period.meta.sync);
-    const work =
-      states.find((state) => state.state === 'running') ??
-      states.find((state) => state.state === 'failed');
+    const work = current.meta.sync;
     const meta = {
       ...investmentResourceMeta({
         resourceKey: `income/${accountId}/${plan.selected.from}/${plan.selected.to}`,
         dataRevision: current.meta.dataRevision,
-        availability: current.meta.availability,
+        availability:
+          current.items === null
+            ? 'temporarily-unavailable'
+            : 'available',
         fetchedAt: current.meta.lastSuccessfulAt
           ? new Date(current.meta.lastSuccessfulAt)
           : null,
         freshForMs: current.meta.freshness === 'fresh' ? Infinity : STALE_FRESHNESS_MS,
-        work: work?.id ? { ...work, id: work.id } : null,
+        work: work.id
+          ? { id: work.id, state: work.state, errorCode: work.errorCode }
+          : null,
+        lastAttempt: current.meta.lastAttempt,
         coverage: current.meta.coverage,
         dependencies,
       }),
@@ -134,7 +105,7 @@ export class IncomeAnalyticsService {
     assert(current.meta.lastSuccessfulAt);
     const selected = qualifying(current.items).map((entry) => ({
       ...entry,
-      instrumentKey: `${instrumentKey(entry)}:${entry.payment?.currency ?? ''}`,
+      instrumentKey: instrumentKey(entry),
     }));
     return {
       data: {
@@ -144,14 +115,6 @@ export class IncomeAnalyticsService {
           selected,
           current.meta.lastSuccessfulAt,
         ),
-        previous:
-          prior.items === null
-            ? null
-            : comparison(selected, plan.previous, qualifying(prior.items)),
-        yearComparison:
-          plan.yearAgo && year?.items !== null && year
-            ? comparison(selected, plan.yearAgo, qualifying(year.items))
-            : null,
         bucketGranularity: plan.granularity,
         buckets: buckets(plan.selected, plan.granularity, selected),
         instruments: instruments(selected),
@@ -176,55 +139,19 @@ function summaryResponse(
   entries: BrokerageOperationDto[],
   calculatedAt: string,
 ): IncomeSummaryDto {
-  return { accountId, period, totalsByCurrency: totals(entries), calculatedAt };
+  return { accountId, period, total: totals(entries), calculatedAt };
 }
 
-function totals(entries: BrokerageOperationDto[]): IncomeCurrencySummaryDto[] {
-  const values = new Map<string, Total>();
+function totals(entries: BrokerageOperationDto[]): IncomeTotalDto {
+  const total = zeroTotal();
   for (const entry of entries) {
     if (!entry.payment) continue;
-    const total = values.get(entry.payment.currency) ?? zeroTotal();
     const value = decimalFromString(entry.payment.value);
     if (isTbankProtocolValue(entry.type, TbankOperationType.Coupon)) {
       total.coupon = add(total.coupon, value);
     } else total.dividend = add(total.dividend, value);
-    values.set(entry.payment.currency, total);
   }
-  return [...values]
-    .sort(([left], [right]) => left.localeCompare(right))
-    .map(([currency, total]) => presentTotal(currency, total));
-}
-
-function comparison(
-  selectedEntries: BrokerageOperationDto[],
-  comparedPeriod: DateOnlyRange,
-  comparedEntries: BrokerageOperationDto[],
-): IncomeComparisonDto {
-  const selected = new Map(
-    totals(selectedEntries).map((total) => [total.currency, total]),
-  );
-  const compared = new Map(
-    totals(comparedEntries).map((total) => [total.currency, total]),
-  );
-  const currencies = [
-    ...new Set([...selected.keys(), ...compared.keys()]),
-  // eslint-disable-next-line sonarjs/no-alphabetical-sort -- Code-unit ordering is intentional for canonical keys and ISO dates; locale collation would change persisted bindings.
-  ].sort();
-  return {
-    period: comparedPeriod,
-    totalsByCurrency: currencies.map((currency) => {
-      const current =
-        selected.get(currency) ?? presentTotal(currency, zeroTotal());
-      const prior =
-        compared.get(currency) ?? presentTotal(currency, zeroTotal());
-      return {
-        currency,
-        selected: current,
-        compared: prior,
-        difference: difference(current, prior),
-      };
-    }),
-  };
+  return presentTotal(total);
 }
 
 function buckets(
@@ -238,7 +165,7 @@ function buckets(
   }));
   return rangeBuckets(range, granularity).map((period) => ({
     period,
-    totalsByCurrency: totals(
+    total: totals(
       datedEntries
         .filter(({ date }) => date >= period.from && date <= period.to)
         .map(({ entry }) => entry),
@@ -258,7 +185,7 @@ function instruments(
   return [...groups]
     .map(([key, group]) => {
       const first = group[0];
-      const [total] = totals(group);
+      const total = totals(group);
       return {
         key,
         figi: first.figi,
@@ -290,35 +217,14 @@ function instrumentKey(entry: BrokerageOperationDto): string {
   return `operation:${entry.account ? `${entry.account.id}:` : ''}${entry.id}`;
 }
 
-function difference(
-  left: IncomeCurrencySummaryDto,
-  right: IncomeCurrencySummaryDto,
-): IncomeCurrencySummaryDto {
-  return presentTotal(left.currency, {
-    coupon: subtract(
-      decimalFromString(left.coupon.value),
-      decimalFromString(right.coupon.value),
-    ),
-    dividend: subtract(
-      decimalFromString(left.dividend.value),
-      decimalFromString(right.dividend.value),
-    ),
-  });
-}
-
 function zeroTotal(): Total {
   return { coupon: { value: 0n, scale: 0 }, dividend: { value: 0n, scale: 0 } };
 }
 
-function presentTotal(
-  currency: string,
-  value: Total,
-): IncomeCurrencySummaryDto {
-  const total = add(value.coupon, value.dividend);
+function presentTotal(value: Total): IncomeTotalDto {
   return {
-    currency,
-    coupon: { currency, value: formatDecimal(value.coupon) },
-    dividend: { currency, value: formatDecimal(value.dividend) },
-    total: { currency, value: formatDecimal(total) },
+    coupon: { currency: 'RUB', value: formatDecimal(value.coupon) },
+    dividend: { currency: 'RUB', value: formatDecimal(value.dividend) },
+    total: { currency: 'RUB', value: formatDecimal(add(value.coupon, value.dividend)) },
   };
 }

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

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

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

@@ -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,
@@ -8,51 +9,34 @@ import {
   utcDate,
 } from '../investment-calendar';
 
-enum IncomeErrorCode { InvalidPeriod = 'INVALID_INCOME_PERIOD' }
+export enum IncomeErrorCode { InvalidPeriod = 'INVALID_INCOME_PERIOD' }
 
 const MONDAY_WEEKDAY_INDEX = 1;
 const INCLUSIVE_DAY_OFFSET = 1;
 const NEXT_DAY_OFFSET = 1;
 const PREVIOUS_MONTH_LAST_DAY = 0;
-const PREVIOUS_DAY_OFFSET = -1;
-const PREVIOUS_YEAR_OFFSET = 1;
-const DATE_COMPONENT_DIGITS = 2;
 
 const DAILY_BUCKET_MAX_DAYS = 45;
 const WEEKLY_BUCKET_MAX_DAYS = 180;
 const DAYS_PER_WEEK = 7;
 const ISO_MONTH_LENGTH = 7;
-const ISO_YEAR_LENGTH = 4;
 
 export type IncomeBucketGranularity = 'day' | 'month' | 'week';
 
 export function planIncomePeriod(
   from: string | undefined,
   to: string | undefined,
-  openedDate?: Date,
 ): {
   granularity: IncomeBucketGranularity;
-  previous: DateOnlyRange;
   selected: DateOnlyRange;
-  yearAgo: DateOnlyRange | null;
 } {
   if (Boolean(from) !== Boolean(to)) throw invalidPeriod();
   const today = moscowDate(new Date());
   const selected =
     from && to ? { from, to } : { from: firstOfMonth(today), to: today };
   assertRange(selected, today);
-  const previous = isFullMonth(selected)
-    ? previousMonth(selected.from)
-    : shiftDays(selected, -rangeDays(selected));
-  const candidate = yearAgo(selected);
-  const yearAgoRange =
-    candidate && (!openedDate || candidate.from >= moscowDate(openedDate))
-      ? candidate
-      : null;
   return {
     selected,
-    previous,
-    yearAgo: yearAgoRange,
     granularity:
       rangeDays(selected) <= DAILY_BUCKET_MAX_DAYS
         ? 'day'
@@ -136,34 +120,6 @@ function endOfMonth(value: string): string {
   return new Date(Date.UTC(year, month, PREVIOUS_MONTH_LAST_DAY)).toISOString().slice(ISO_DATE_START, ISO_DATE_LENGTH);
 }
 
-function isFullMonth(range: DateOnlyRange): boolean {
-  return (
-    range.from === firstOfMonth(range.from) && range.to === endOfMonth(range.to)
-  );
-}
-
-function previousMonth(from: string): DateOnlyRange {
-  const last = addDays(firstOfMonth(from), PREVIOUS_DAY_OFFSET);
-  return { from: firstOfMonth(last), to: last };
-}
-
-function shiftDays(range: DateOnlyRange, days: number): DateOnlyRange {
-  return { from: addDays(range.from, days), to: addDays(range.to, days) };
-}
-
-function yearAgo(range: DateOnlyRange): DateOnlyRange | null {
-  const shift = (value: string) => {
-    const [year, month, day] = dateParts(value);
-    const result = `${String(year - PREVIOUS_YEAR_OFFSET).padStart(ISO_YEAR_LENGTH, '0')}-${String(month).padStart(DATE_COMPONENT_DIGITS, '0')}-${String(day).padStart(DATE_COMPONENT_DIGITS, '0')}`;
-    return utcDate(result).toISOString().slice(ISO_DATE_START, ISO_DATE_LENGTH) === result
-      ? result
-      : null;
-  };
-  const from = shift(range.from);
-  const to = shift(range.to);
-  return from && to ? { from, to } : null;
-}
-
 function invalidPeriod(): BadRequestException {
   return new BadRequestException({ code: IncomeErrorCode.InvalidPeriod });
 }

src/modules/investments/instruments/application/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 { MILLISECONDS_PER_DAY } from '../../../../common/time';
-import { isTbankErrorCode, TbankErrorCode } from '../../../../integrations/tbank/tbank-error-code';
+import { StructuredLogger } from '#src/common/logging/structured-logger.service';
+import { MILLISECONDS_PER_DAY } from '#src/common/time';
+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,
@@ -29,6 +30,7 @@ import { timestamp } from './instrument-market';
 
 const REPLACED_WINDOW_COUNT = 1;
 const NEXT_WINDOW_OFFSET = 1;
+const NO_CANDLE_GAPS = 0;
 
 type CandleInput = {
   instrumentType: 'bond' | 'share';
@@ -97,7 +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,
@@ -106,7 +108,7 @@ export class CandleService {
       true,
       ['detail'],
     );
-    if (detail.meta.availability === 'complete' && !detail.instrument) {
+    if (detail.meta.completeness === 'complete' && !detail.instrument) {
       throw new NotFoundException();
     }
     const now = new Date();
@@ -114,8 +116,10 @@ export class CandleService {
       ? rangeFor(input, detail.instrument, now)
       : null;
     const saved = range ? await this.repository.read(input.uid, range) : null;
-    const gaps = range && saved ? candleGaps(range, saved.coverage, now) : [];
-    if (!observe && (!saved || gaps.length)) {
+    const hasCompleteRange = Boolean(
+      range && saved && candleGaps(range, saved.coverage, now).length === NO_CANDLE_GAPS,
+    );
+    if (!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.spec.ts

@@ -0,0 +1,20 @@
+import { CatalogDiscoveryService } from './catalog-discovery.service';
+
+jest.mock('#src/prisma/prisma.service', () => ({ PrismaService: class {} }));
+
+describe('catalog discovery currency filtering', () => {
+  it('uses details to filter InstrumentShort results before resolving ticker ambiguity', async () => {
+    const short = (uid: string) => ({ uid, ticker: 'SBER', instrumentKind: 'INSTRUMENT_TYPE_SHARE' });
+    const client = {
+      findShares: jest.fn().mockResolvedValue([short('a'), short('b')]),
+      getShare: jest.fn().mockImplementation((_token: string, uid: string) =>
+        Promise.resolve({ uid, ticker: 'SBER', currency: uid === 'a' ? 'USD' : 'RUB' })),
+      getLastPrices: jest.fn().mockResolvedValue([]),
+    };
+    const access = { online: jest.fn().mockImplementation((_user: string, run: (connection: { token: string }) => unknown) => run({ token: 'fixture' })) };
+    const service = new CatalogDiscoveryService(access as never, client as never);
+    const search = await service.search('user', { instrumentType: 'share', query: 'SBER' });
+    expect(search.data.map((item) => item.uid)).toEqual(['b']);
+    expect((await service.byTicker('user', 'share', 'SBER')).data?.uid).toBe('b');
+  });
+});

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

@@ -3,194 +3,63 @@ import {
   Injectable,
   NotFoundException,
 } from '@nestjs/common';
-import { randomUUID } from 'node:crypto';
 
-import { StructuredLogger } from '../../../../common/logging/structured-logger.service';
-import { isTbankErrorCode, TbankErrorCode } from '../../../../integrations/tbank/tbank-error-code';
 import {
   TbankAccessService,
   TbankClient,
-  tbankSourceNeedsRefresh,
   tbankSourceTtlMs,
-  type TbankSyncAttempt,
-} 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,
 } from './catalog-selection';
+import { publicInstrument } from './public-instrument';
 
 const UNAMBIGUOUS_MATCH_COUNT = 1;
-const NO_MATCHES = 0;
 const FIRST_RESULT_OFFSET = 0;
 
 const tickerAmbiguityLimit = 2;
 
-type Producer = {
-  attempt: TbankSyncAttempt;
-  force: boolean;
-  input: CatalogQuery;
-  observers: TbankSyncAttempt[];
-};
 @Injectable()
 export class CatalogDiscoveryService {
-  private readonly runId = randomUUID();
-  private readonly active = new Set<string>();
-  private readonly producers = new Map<string, Producer>();
-  private readonly queue: Producer[] = [];
-  private reservations: Promise<unknown> = Promise.resolve();
-  private running = false;
-  private readonly completions = new Map<
-    string,
-    { done: Promise<void>; resolve: () => void; workId: string }
-  >();
-
   constructor(
-    private readonly repository: CatalogDiscoveryRepository,
     private readonly access: TbankAccessService,
     private readonly tbank: TbankClient,
-    private readonly logger: StructuredLogger,
-    private readonly enrichment: CatalogEnrichmentService,
   ) {}
 
-  async read(userId: string, input: CatalogQuery, observe = false) {
-    input = catalogQuery(input);
-    const connection = await this.access.local(userId);
-    const saved = await this.repository.read(input);
-    if (!observe) await this.request(userId, connection.revision, input);
-    return {
-      data: saved.data,
-      meta: investmentResourceMeta({
-        resourceKey: catalogScope(input),
-        dataRevision: saved.dataRevision,
-        availability: saved.data === null ? 'missing' : 'complete',
-        fetchedAt: saved.fetchedAt,
-        freshForMs: tbankSourceTtlMs.catalog,
-        work: await this.repository.work(userId, connection.revision, input),
-      }),
-    };
-  }
-
-  async search(userId: string, input: CatalogQuery, observe = false) {
-    const discovery = await this.read(userId, input, observe);
-    const sources = discovery.data
-      ? await this.enrichment.readMany(
-          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.availability === 'complete')
-              ? 'complete'
-              : 'partial',
-        fetchedAt: discovery.meta.lastSuccessfulAt
-          ? new Date(discovery.meta.lastSuccessfulAt)
-          : null,
-        freshForMs: tbankSourceTtlMs.catalog,
-        work: discovery.meta.sync.id
-          ? {
-              id: discovery.meta.sync.id,
-              state: discovery.meta.sync.state,
-              errorCode: discovery.meta.sync.errorCode,
-            }
-          : null,
-        dependencies,
-      }),
-    };
+  async search(userId: string, input: CatalogQuery) {
+    return this.onlineSearch(userId, catalogQuery(input));
   }
 
   async detail(
     userId: string,
     instrumentType: 'bond' | 'share',
     uid: string,
-    observe = false,
   ) {
-    const sources = await this.enrichment.readMany(
-      userId,
-      instrumentType,
-      [uid],
-      observe,
-      ['detail'],
+    const instrument = await this.access.online(userId, ({ token }) =>
+      instrumentType === 'share'
+        ? this.tbank.getShare(token, uid)
+        : this.tbank.getBond(token, uid),
     );
-    const source = sources[0];
-    if (source.meta.availability === '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}$/i.test(instrument.ticker)
-    ) {
-      const alias = await this.read(
-        userId,
-        { instrumentType, query: instrument.ticker, exactTicker: true },
-        observe,
-      );
-      if (alias.data?.length === UNAMBIGUOUS_MATCH_COUNT && alias.data[0].uid === uid) {
-        slug = instrument.ticker.toUpperCase();
-      }
-      dependencies.push(alias.meta);
-    }
+    // RUB-only: a non-RUB instrument line (e.g. USD line of an SPB-traded stock) is not available.
+    if (!instrument || instrument.currency?.toUpperCase() !== 'RUB') throw new NotFoundException();
     return {
-      data: instrument ? { ...instrument, uid, slug } : null,
+      data: { ...publicInstrument({ ...instrument, uid }), uid, slug: instrument.ticker?.toUpperCase() ?? uid },
       meta: investmentResourceMeta({
         resourceKey: `${instrumentType}/detail/${uid}`,
-        dataRevision: dependencies
-          .map((dependency) => dependency.dataRevision)
-          .join('/'),
-        availability: source.meta.availability,
-        fetchedAt: source.meta.lastSuccessfulAt
-          ? new Date(source.meta.lastSuccessfulAt)
-          : null,
-        freshForMs: tbankSourceTtlMs.metadata,
-        work: source.meta.sync.id
-          ? {
-              id: source.meta.sync.id,
-              state: source.meta.sync.state,
-              errorCode: source.meta.sync.errorCode,
-            }
-          : null,
-        dependencies,
+        dataRevision: `online:${Date.now()}`,
+        availability: 'complete',
+        fetchedAt: new Date(),
+        freshForMs: tbankSourceTtlMs.portfolio,
+        work: null,
       }),
     };
   }
@@ -199,15 +68,28 @@ export class CatalogDiscoveryService {
     userId: string,
     instrumentType: 'bond' | 'share',
     ticker: string,
-    observe = false,
   ) {
-    const lookup = await this.read(
-      userId,
-      { instrumentType, query: ticker, exactTicker: true },
-      observe,
+    const query = ticker.trim().toUpperCase();
+    const found = await this.access.online(userId, ({ token }) =>
+      instrumentType === 'share'
+        ? this.tbank.findShares(token, query)
+        : this.tbank.findBonds(token, query),
     );
-    if (lookup.data?.length === NO_MATCHES) throw new NotFoundException();
-    if (lookup.data && lookup.data.length > UNAMBIGUOUS_MATCH_COUNT) {
+    const candidates = selectCatalogInstruments(
+      found.filter((item) => item.ticker?.trim().toUpperCase() === query),
+      query,
+      instrumentType,
+    );
+    const details = await this.access.online(userId, ({ token }) => Promise.all(
+      candidates.map((item) => instrumentType === 'share'
+        ? this.tbank.getShare(token, item.uid)
+        : this.tbank.getBond(token, item.uid)),
+    ));
+    const matches = candidates.filter((_item, index) =>
+      details.at(index)?.currency?.trim().toUpperCase() === 'RUB',
+    ).slice(FIRST_RESULT_OFFSET, tickerAmbiguityLimit);
+    if (!matches.length) throw new NotFoundException();
+    if (matches.length > UNAMBIGUOUS_MATCH_COUNT) {
       throw new ConflictException({
         code:
           instrumentType === 'share'
@@ -215,192 +97,57 @@ export class CatalogDiscoveryService {
             : InstrumentErrorCode.BondTickerAmbiguous,
       });
     }
-    const result = lookup.data
-      ? await this.detail(userId, instrumentType, lookup.data[0].uid, observe)
-      : null;
-    const dependencies = [lookup.meta, ...(result ? [result.meta] : [])];
+    const result = await this.detail(userId, instrumentType, matches[0].uid);
+    return { ...result, data: result.data ? { ...result.data, slug: query } : null };
+  }
+
+  private async onlineSearch(userId: string, input: CatalogQuery) {
+    const { details, instruments, prices } = await this.access.online(userId, async ({ token }) => {
+      const found =
+        input.instrumentType === 'share'
+          ? await this.tbank.findShares(token, input.query)
+          : await this.tbank.findBonds(token, input.query);
+      const instruments = selectCatalogInstruments(
+        input.exactTicker
+          ? found.filter((item) => item.ticker?.trim().toUpperCase() === input.query)
+          : found,
+        input.query,
+        input.instrumentType,
+      );
+      const [details, prices] = await Promise.all([
+        Promise.all(
+          instruments.map((item) =>
+            input.instrumentType === 'share'
+              ? this.tbank.getShare(token, item.uid)
+              : this.tbank.getBond(token, item.uid),
+          ),
+        ),
+        instruments.length
+          ? this.tbank.getLastPrices(token, instruments.map((item) => item.uid))
+          : [],
+      ]);
+      return { details, instruments, prices };
+    });
+    const fetchedAt = new Date();
+    const data = instruments.flatMap((item, index) => {
+      const detail = details.at(index);
+      if (detail?.currency?.trim().toUpperCase() !== 'RUB') return [];
+      return [{
+        ...item,
+        detail: detail ? publicInstrument({ ...detail, uid: item.uid }) : null,
+        price: prices.find((price) => price.instrumentUid === item.uid) ?? null,
+      }];
+    }).slice(FIRST_RESULT_OFFSET, input.exactTicker ? tickerAmbiguityLimit : catalogSearchLimit);
     return {
-      data: result?.data
-        ? { ...result.data, slug: ticker.trim().toUpperCase() }
-        : null,
+      data,
       meta: investmentResourceMeta({
-        resourceKey: `${instrumentType}/ticker/${ticker.trim().toUpperCase()}`,
-        dataRevision: dependencies
-          .map((dependency) => dependency.dataRevision)
-          .join('/'),
-        availability: result?.meta.availability ?? 'missing',
-        fetchedAt: lookup.meta.lastSuccessfulAt
-          ? new Date(lookup.meta.lastSuccessfulAt)
-          : null,
-        freshForMs: tbankSourceTtlMs.metadata,
-        work: lookup.meta.sync.id
-          ? {
-              id: lookup.meta.sync.id,
-              state: lookup.meta.sync.state,
-              errorCode: lookup.meta.sync.errorCode,
-            }
-          : null,
-        dependencies,
+        resourceKey: `search:${catalogScope(input)}`,
+        dataRevision: `online:${fetchedAt.toISOString()}`,
+        availability: 'complete',
+        fetchedAt,
+        freshForMs: tbankSourceTtlMs.portfolio,
+        work: null,
       }),
     };
   }
-
-  request(
-    userId: string,
-    revision: string,
-    query: CatalogQuery,
-    force = false,
-  ) {
-    const input = catalogQuery(query);
-    const reserved = this.reservations.then(async () => {
-      const saved = await this.repository.read(input);
-      if (
-        !tbankSourceNeedsRefresh('catalog', saved.fetchedAt, new Date(), force)
-      ) {
-        return null;
-      }
-      const reservation = await this.repository.reserve(
-        { userId, revision },
-        input,
-        this.runId,
-        this.active,
-      );
-      if (!reservation) return null;
-      const { id, attemptId } = reservation.work;
-      if (!reservation.launch) {
-        const current = this.producers.get(catalogScope(input));
-        if (current) current.force ||= force;
-        return id;
-      }
-      const attempt = { userId, revision, id, attemptId };
-      this.active.add(attemptId);
-      let resolve = () => {};
-      const done = new Promise<void>((finish) => {
-        resolve = finish;
-      });
-      this.completions.set(attemptId, { workId: id, done, resolve });
-      const key = catalogScope(input);
-      const producer = this.producers.get(key);
-      if (producer) {
-        producer.observers.push(attempt);
-        producer.force ||= force;
-      } else {
-        const queued = { input, attempt, observers: [], force };
-        this.producers.set(key, queued);
-        this.queue.push(queued);
-      }
-      if (!this.running) {
-        this.running = true;
-        setImmediate(() => {
-          void this.drain();
-        });
-      }
-      return id;
-    });
-    this.reservations = reserved.catch(() => undefined);
-    return reserved;
-  }
-
-  async refresh(userId: string, revision: string, query: CatalogQuery) {
-    const id = await this.request(userId, revision, query, true);
-    if (id) {
-      await Promise.all(
-        [...this.completions.values()]
-          .filter((entry) => entry.workId === id)
-          .map((entry) => entry.done),
-      );
-    }
-    const saved = await this.repository.read(catalogQuery(query));
-    const sources = await this.enrichment.readMany(
-      userId,
-      query.instrumentType,
-      saved.data?.map((item) => item.uid) ?? [],
-      true,
-    );
-    return [
-      ...(id ? [id] : []),
-      ...sources.flatMap((source) =>
-        source.meta.sync.id ? [source.meta.sync.id] : [],
-      ),
-    ];
-  }
-
-  private async drain() {
-    try {
-      while (this.queue.length) {
-        const producer = this.queue.shift();
-        if (!producer) break;
-        const { input, attempt } = producer;
-        let success = false;
-        try {
-          const token = await this.access.tokenForAttempt(attempt);
-          if (token) {
-            const found =
-              input.instrumentType === 'share'
-                ? await this.tbank.findShares(token, input.query)
-                : await this.tbank.findBonds(token, input.query);
-            success = await this.repository.publish(
-              attempt,
-              input,
-              selectCatalogInstruments(
-                input.exactTicker
-                  ? found.filter(
-                      (item) =>
-                        item.ticker?.trim().toUpperCase() === input.query,
-                    )
-                  : found,
-                input.query,
-                input.instrumentType,
-              ).slice(
-                FIRST_RESULT_OFFSET,
-                input.exactTicker ? tickerAmbiguityLimit : catalogSearchLimit,
-              ),
-              new Date(),
-            );
-          }
-        } catch (error) {
-          if (error instanceof Error && isTbankErrorCode(error.message, TbankErrorCode.InvalidToken)) {
-            await this.access.rejectMembershipToken(attempt);
-          } else {
-            this.logger.event('warn', 'catalog-discovery.failed', {
-              code: TbankErrorCode.Unavailable,
-            });
-          }
-        }
-        if (success) {
-          const saved = await this.repository.read(input);
-          for (const observer of [attempt, ...producer.observers]) {
-            if (!input.exactTicker || saved.data?.length === UNAMBIGUOUS_MATCH_COUNT) {
-              await this.enrichment.requestMany(
-                observer.userId,
-                observer.revision,
-                input.instrumentType,
-                saved.data?.map((item) => item.uid) ?? [],
-                producer.force,
-                input.exactTicker ? ['detail'] : ['last-price', 'detail'],
-              );
-            }
-          }
-        }
-        this.producers.delete(catalogScope(input));
-        for (const observer of [attempt, ...producer.observers]) {
-          await this.repository.finish(observer, success);
-          this.active.delete(observer.attemptId);
-          this.completions.get(observer.attemptId)?.resolve();
-          this.completions.delete(observer.attemptId);
-        }
-      }
-    } catch {
-      for (const completion of this.completions.values()) completion.resolve();
-      this.completions.clear();
-      this.active.clear();
-      this.producers.clear();
-      this.queue.length = 0;
-      this.logger.event('error', 'catalog-discovery.persistence-failed', {
-        code: TbankErrorCode.Unavailable,
-      });
-    } finally {
-      this.running = false;
-    }
-  }
 }

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

@@ -1,43 +1,27 @@
 import { Injectable, NotFoundException } from '@nestjs/common';
 import { randomUUID } from 'node:crypto';
 
-import {
-  decimalFromString,
-  divide,
-} from '../../../../common/decimal';
-import { StructuredLogger } from '../../../../common/logging/structured-logger.service';
-import {
-  MILLISECONDS_PER_DAY,
-  MILLISECONDS_PER_SECOND,
-} from '../../../../common/time';
-import { type MoexBondEvent, MoexClient } from '../../../../integrations/moex/moex.api';
-import { NcrRatingsClient } from '../../../../integrations/ncr/ncr.api';
-import { isTbankErrorCode, TbankErrorCode } from '../../../../integrations/tbank/tbank-error-code';
+import { StructuredLogger } from '#src/common/logging/structured-logger.service';
+import { isTbankErrorCode, TbankErrorCode } from '#src/integrations/tbank/tbank-error-code';
 import {
   TbankAccessService,
-  type TbankBond,
-  type TbankCandle,
   TbankClient,
-  type TbankCoupon,
-  type TbankDividend,
-  type TbankFundamentals,
-  type TbankLastPrice,
-  type TbankShare,
+  TbankLastPrice,
   tbankSourceNeedsRefresh,
   tbankSourceTtlMs,
   type TbankSyncAttempt,
-} from '../../../../integrations/tbank/tbank.api';
+} from '#src/integrations/tbank/tbank.api';
+
 import { investmentResourceMeta } from '../../investment-resource.mapper';
-import { candleGaps, utcDay } from '../domain/candle-coverage';
-import { CandleRepository } from '../infrastructure/candle.repository';
 import {
   CatalogDiscoveryRepository,
   catalogScope,
   type CatalogSource,
 } from '../infrastructure/catalog-discovery.repository';
-import { toSavedCandle } from '../infrastructure/tbank-candle.mapper';
+import { type CatalogPayload, CatalogSourceLoader } from './catalog-source.loader';
+export type { CatalogPayload } from './catalog-source.loader';
 import { catalogSearchLimit } from './catalog-selection';
-import { previousClose, timestamp } from './instrument-market';
+import { publicInstrument } from './public-instrument';
 
 const MISSING_DATA_REVISION = 0;
 const FIRST_QUEUE_INDEX = 0;
@@ -58,7 +42,7 @@ export class CatalogEnrichmentService {
   private running = false;
   private readonly completions = new Map<
     string,
-    { done: Promise<void>; resolve: () => void; workId: string }
+    { attempt: TbankSyncAttempt; done: Promise<void>; resolve: () => void; workId: string }
   >();
 
   async ensureDetail(
@@ -92,9 +76,7 @@ export class CatalogEnrichmentService {
     private readonly access: TbankAccessService,
     private readonly tbank: TbankClient,
     private readonly logger: StructuredLogger,
-    private readonly moex: MoexClient,
-    private readonly ratings: NcrRatingsClient,
-    private readonly candles: CandleRepository,
+    private readonly loader: CatalogSourceLoader,
   ) {}
 
   async readMany(
@@ -109,6 +91,7 @@ export class CatalogEnrichmentService {
       tickers?: Record<string, string>;
       to: string;
     },
+    refreshBefore?: Date,
   ) {
     const { revision } = await this.access.local(userId);
     const inputs = sourceInputs(instrumentType, uids, kinds, range);
@@ -122,6 +105,7 @@ export class CatalogEnrichmentService {
         false,
         kinds,
         range,
+        refreshBefore,
       );
     }
     const work = inputs.length
@@ -154,7 +138,7 @@ export class CatalogEnrichmentService {
           dataRevision: String(row?.dataRevision ?? MISSING_DATA_REVISION),
           availability: row ? 'complete' : 'missing',
           fetchedAt: row?.fetchedAt ?? null,
-          freshForMs: tbankSourceTtlMs[sourcePolicy(input.kind)],
+          freshForMs: sourcePolicy(input.kind) === 'quote' ? tbankSourceTtlMs.quote : Number.MAX_SAFE_INTEGER,
           work: byScope.get(catalogScope(input)) ?? null,
         }),
       };
@@ -174,6 +158,7 @@ export class CatalogEnrichmentService {
       tickers?: Record<string, string>;
       to: string;
     },
+    refreshBefore?: Date,
   ) {
     const inputs = sourceInputs(instrumentType, uids, kinds, range);
     const reservation = this.reservations.then(async () => {
@@ -186,14 +171,12 @@ export class CatalogEnrichmentService {
           (entry) =>
             entry.instrumentUid === input.uid && entry.kind === input.kind,
         );
-        if (
-          !tbankSourceNeedsRefresh(
-            sourcePolicy(input.kind),
-            row?.fetchedAt ?? null,
-            new Date(),
-            force,
-          )
-        ) {
+        const policy = sourcePolicy(input.kind);
+        const needsRefresh = force || !row?.fetchedAt ||
+          (policy === 'quote' && tbankSourceNeedsRefresh('quote', row.fetchedAt, new Date())) ||
+          // A walk reads a saved calendar once: later accounts see the new fetchedAt.
+          (policy === 'calendar' && refreshBefore !== undefined && row.fetchedAt < refreshBefore);
+        if (!needsRefresh) {
           continue;
         }
         const reserved = await this.repository.reserve(
@@ -212,7 +195,7 @@ export class CatalogEnrichmentService {
         const done = new Promise<void>((finish) => {
           resolve = finish;
         });
-        this.completions.set(attemptId, { workId: id, done, resolve });
+        this.completions.set(attemptId, { attempt, done, resolve, workId: id });
         const key = producerKey(input);
         const producer = this.producers.get(key);
         if (producer) producer.observers.push({ attempt, input });
@@ -239,31 +222,57 @@ export class CatalogEnrichmentService {
     instrumentType: 'bond' | 'share',
     uid: string,
     section: 'company' | 'metrics' | 'quote',
-    observe = false,
   ) {
-    const kinds: CatalogSource['kind'][] =
-      section === 'company'
-        ? ['detail', 'description', 'fundamentals']
-        : [
-            ...(instrumentType === 'bond'
-              ? ['bond-current' as const]
-              : ['detail' as const]),
-            'last-price',
-            'trading-status',
-            'comparison',
-            ...(section === 'metrics'
-              ? ['coupons' as const, 'yield' as const, 'rating' as const]
-              : []),
-          ];
+    if (section === 'company') {
+      const { description, fundamentals, instrument } = await this.access.online(userId, async ({ token }) => {
+        const instrument =
+          instrumentType === 'share'
+            ? await this.tbank.getShare(token, uid)
+            : await this.tbank.getBond(token, uid);
+        if (!instrument) throw new NotFoundException();
+        const [description, fundamentals] = instrument.assetUid
+          ? await Promise.all([
+              this.tbank.getAssetDescription(token, instrument.assetUid),
+              this.tbank.getFundamentals(token, instrument.assetUid),
+            ])
+          : [null, null];
+        return { description, fundamentals, instrument };
+      });
+      const meta = investmentResourceMeta({
+        resourceKey: `${instrumentType}/company/${uid}`,
+        dataRevision: `online:${Date.now()}`,
+        availability: 'complete',
+        fetchedAt: new Date(),
+        freshForMs: Number.MAX_SAFE_INTEGER,
+        work: null,
+      });
+      return {
+        values: { instrument: publicInstrument({ ...instrument, uid }), description, fundamentals },
+        meta,
+        unavailable: [],
+        observedAt: meta.lastSuccessfulAt ?? new Date().toISOString(),
+      };
+    }
+    const kinds: CatalogSource['kind'][] = [
+      ...(instrumentType === 'bond'
+        ? ['bond-current' as const]
+        : ['detail' as const]),
+      'last-price',
+      'trading-status',
+      'comparison',
+      ...(section === 'metrics'
+        ? ['coupons' as const, 'yield' as const, 'rating' as const]
+        : []),
+    ];
     const sources = await this.readMany(
       userId,
       instrumentType,
       [uid],
-      observe,
+      false,
       kinds,
     );
     const first = sources[0];
-    if (first.meta.availability === 'complete' && !first.instrument) {
+    if (first.meta.completeness === 'complete' && !first.instrument) {
       throw new NotFoundException();
     }
     const values = sources.reduce<CatalogPayload>(
@@ -272,7 +281,7 @@ export class CatalogEnrichmentService {
     );
     const dependencies = sources.map((source) => source.meta);
     const complete = dependencies.every(
-      (dependency) => dependency.availability === 'complete',
+      (dependency) => dependency.completeness === 'complete',
     );
     const meta = investmentResourceMeta({
       resourceKey: `${instrumentType}/${section}/${uid}`,
@@ -287,10 +296,7 @@ export class CatalogEnrichmentService {
       fetchedAt: first.meta.lastSuccessfulAt
         ? new Date(first.meta.lastSuccessfulAt)
         : null,
-      freshForMs:
-        section === 'company'
-          ? tbankSourceTtlMs.company
-          : tbankSourceTtlMs.quote,
+      freshForMs: tbankSourceTtlMs.quote,
       work: null,
       dependencies,
     });
@@ -300,7 +306,7 @@ export class CatalogEnrichmentService {
       unavailable: sources
         .filter(
           (source) =>
-            source.meta.availability !== 'complete' ||
+            source.meta.completeness !== 'complete' ||
             source.meta.sync.state === 'failed',
         )
         .map((source) => source.input.kind),
@@ -308,168 +314,7 @@ export class CatalogEnrichmentService {
     };
   }
 
-  private async load(
-    input: CatalogSource,
-    token: string,
-    attempt: TbankSyncAttempt,
-  ): Promise<CatalogPayload> {
-    if (input.kind === 'detail' || input.kind === 'bond-current') {
-      const instrument =
-        input.instrumentType === 'share'
-          ? await this.tbank.getShare(token, input.uid)
-          : await this.tbank.getBond(token, input.uid);
-      if (instrument && instrument.uid !== input.uid) {
-        throw new Error('Catalog UID mismatch');
-      }
-      // eslint-disable-next-line sonarjs/different-types-comparison -- Defensive validation rejects missing upstream payloads instead of caching them as absence.
-      if (instrument === undefined) throw new Error('Missing catalog response');
-      return { instrument: instrument ? publicInstrument(instrument) : null };
-    }
-    if (input.kind === 'trading-status') {
-      return {
-        tradingStatus: await this.tbank.getTradingStatus(token, input.uid),
-      };
-    }
-    if (input.kind === 'comparison') {
-      const prices = await this.repository.readSources([
-        { ...input, kind: 'last-price', rangeKey: undefined },
-      ]);
-      if (!prices.length) throw new Error('Price dependency missing');
-      const price = (prices[0].payload as CatalogPayload).price;
-      const priceAt = timestamp(price?.time);
-      if (!priceAt) return { candle: null };
-      const now = new Date();
-      const range = {
-        from: utcDay(new Date(Date.parse(priceAt) - previousCloseLookbackMs)),
-        to: new Date(priceAt),
-      };
-      const saved = await this.candles.read(input.uid, range);
-      const gaps = candleGaps(range, saved.coverage, now);
-      for (const gap of gaps) {
-        const response = await this.tbank.getCandles(
-          token,
-          input.uid,
-          gap.from,
-          gap.to,
-        );
-        const rows = response.map(toSavedCandle);
-        if (!(await this.candles.stage(attempt, gap, rows, now))) {
-          throw new Error('Cancelled candle comparison');
-        }
-      }
-      if (
-        gaps.length &&
-        !(await this.candles.publish(
-          attempt,
-          { uid: input.uid, ranges: gaps },
-          false,
-        ))
-      ) {
-        throw new Error('Cancelled candle comparison');
-      }
-      const values = (await this.candles.read(input.uid, range)).data.map(
-        (row) => {
-          const value = divide(
-            decimalFromString(row.close),
-            decimalFromString('1'),
-            quotationScale,
-          ).value;
-          return {
-            time: {
-              seconds: String(Date.parse(row.time) / MILLISECONDS_PER_SECOND),
-            },
-            close: {
-              units: String(value / quotationUnits),
-              nano: Number(value % quotationUnits),
-            },
-            isComplete: row.isComplete,
-          };
-        },
-      );
-      return { candle: previousClose(values, priceAt) };
-    }
-    const details = await this.repository.readSources([
-      { ...input, kind: 'detail', rangeKey: undefined },
-      ...(input.instrumentType === 'bond'
-        ? [{ ...input, kind: 'bond-current' as const, rangeKey: undefined }]
-        : []),
-    ]);
-    const instrument = details
-      .map((row) => (row.payload as CatalogPayload).instrument)
-      .find(Boolean);
-    if (
-      !instrument &&
-      !['bond-events', 'coupons', 'dividends'].includes(input.kind)
-    ) {
-      throw new Error('Instrument dependency missing');
-    }
-    if (input.kind === 'description') {
-      return {
-        description: instrument?.assetUid
-          ? await this.tbank.getAssetDescription(token, instrument?.assetUid)
-          : null,
-      };
-    }
-    if (input.kind === 'fundamentals') {
-      return {
-        fundamentals: instrument?.assetUid
-          ? await this.tbank.getFundamentals(token, instrument?.assetUid)
-          : null,
-      };
-    }
-    if (input.kind === 'coupons' || input.kind === 'dividends') {
-      const year = Number(input.rangeKey);
-      const [from, to] = input.rangeKey?.startsWith('[')
-        ? (JSON.parse(input.rangeKey) as [string, string])
-        : [
-            `${year - payoutHistoryYears}-01-01`,
-            `${year + payoutFutureYears}-01-01`,
-          ];
-      return input.kind === 'coupons'
-        ? {
-            coupons: await this.tbank.getBondCoupons(
-              token,
-              input.uid,
-              from,
-              to,
-            ),
-          }
-        : {
-            dividends: await this.tbank.getDividends(
-              token,
-              input.uid,
-              from,
-              to,
-            ),
-          };
-    }
-    if (input.kind === 'bond-events') {
-      const ticker = instrument?.ticker || input.ticker;
-      if (!ticker) throw new Error('Bond ticker missing');
-      return { bondEvents: await this.moex.bondEvents(ticker) };
-    }
-    if (input.kind === 'yield') {
-      return {
-        effectiveYield:
-          instrument?.ticker && instrument.isin && instrument.classCode
-            ? await this.moex.bondYield(
-                instrument.ticker,
-                instrument.isin,
-                instrument.classCode,
-              )
-            : null,
-      };
-    }
-    if (input.kind === 'rating') {
-      return {
-        creditRating: instrument?.isin
-          ? await this.ratings.rating(instrument.isin)
-          : null,
-      };
-    }
-    throw new Error('Unsupported catalog source');
-  }
-
+  // eslint-disable-next-line sonarjs/cognitive-complexity -- Queue draining coordinates publication fences and observer completion.
   private async drain() {
     try {
       while (this.queue.length) {
@@ -506,7 +351,7 @@ export class CatalogEnrichmentService {
               batch.map((item) => item.input.uid),
             );
           } else {
-            payload = await this.load(producer.input, token, producer.attempt);
+            payload = await this.loader.load(producer.input, token, producer.attempt);
           }
         } catch (error) {
           failed = true;
@@ -556,6 +401,14 @@ export class CatalogEnrichmentService {
         }
       }
     } catch {
+      // Persistence failed mid-batch: finish every still-open observer
+      // attempt durably so no source row is left running. Best effort — a
+      // row that stays open is re-reserved by the next reader.
+      for (const completion of this.completions.values()) {
+        await this.repository
+          .finish(completion.attempt, false)
+          .catch(() => undefined);
+      }
       for (const completion of this.completions.values()) completion.resolve();
       this.completions.clear();
       this.active.clear();
@@ -600,57 +453,7 @@ function sourceInputs(
     })),
   );
 }
-function publicInstrument(value: TbankBond | TbankShare) {
-  const bond = value as TbankBond;
-  return {
-    uid: value.uid,
-    figi: value.figi,
-    assetUid: value.assetUid,
-    name: value.name,
-    ticker: value.ticker,
-    isin: value.isin,
-    classCode: value.classCode,
-    realExchange: value.realExchange,
-    apiTradeAvailableFlag: value.apiTradeAvailableFlag,
-    currency: value.currency,
-    shareType: (value as TbankShare).shareType,
-    sector: value.sector,
-    lot: value.lot,
-    brand: value.brand ? { logoName: value.brand.logoName } : undefined,
-    first_1dayCandleDate: value.first_1dayCandleDate,
-    nominal: bond.nominal,
-    initialNominal: bond.initialNominal,
-    aciValue: bond.aciValue,
-    maturityDate: bond.maturityDate,
-    callDate: bond.callDate,
-    couponQuantityPerYear: bond.couponQuantityPerYear,
-    floatingCouponFlag: bond.floatingCouponFlag,
-    perpetualFlag: bond.perpetualFlag,
-    amortizationFlag: bond.amortizationFlag,
-    subordinatedFlag: bond.subordinatedFlag,
-    bondType: bond.bondType,
-    riskLevel: bond.riskLevel,
-  };
-}
 
-const previousCloseLookbackDays = 20;
-const previousCloseLookbackMs =
-  previousCloseLookbackDays * MILLISECONDS_PER_DAY;
-const payoutHistoryYears = 5;
-const payoutFutureYears = 2;
-export type CatalogPayload = {
-  bondEvents?: MoexBondEvent[];
-  candle?: null | TbankCandle;
-  coupons?: TbankCoupon[];
-  creditRating?: Awaited<ReturnType<NcrRatingsClient['rating']>>;
-  description?: null | string;
-  dividends?: TbankDividend[];
-  effectiveYield?: Awaited<ReturnType<MoexClient['bondYield']>>;
-  fundamentals?: null | TbankFundamentals;
-  instrument?: null | TbankBond | TbankShare;
-  price?: null | TbankLastPrice;
-  tradingStatus?: null | string;
-};
 function sourcePolicy(kind: CatalogSource['kind']) {
   if (
     [
@@ -663,9 +466,8 @@ function sourcePolicy(kind: CatalogSource['kind']) {
   ) {
     return 'quote';
   }
-  if (kind === 'description' || kind === 'fundamentals') return 'company';
-  if (['bond-events', 'coupons', 'dividends'].includes(kind)) return 'calendar';
-  return 'metadata';
+  if (['bond-events', 'dividends'].includes(kind)) return 'calendar';
+  return 'stable';
 }
 function producerKey(input: CatalogSource) {
   return input.instrumentType === 'bond' &&
@@ -673,6 +475,3 @@ function producerKey(input: CatalogSource) {
     ? `bond-metadata:${input.uid}`
     : catalogScope(input);
 }
-
-const quotationScale = 9;
-const quotationUnits = 1_000_000_000n;

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

@@ -0,0 +1,229 @@
+import { Injectable } from '@nestjs/common';
+
+import {
+  decimalFromString,
+  divide,
+} from '#src/common/decimal';
+import {
+  MILLISECONDS_PER_DAY,
+  MILLISECONDS_PER_SECOND,
+} from '#src/common/time';
+import { type MoexBondEvent, MoexClient } from '#src/integrations/moex/moex.api';
+import { NcrRatingsClient } from '#src/integrations/ncr/ncr.api';
+import {
+  type TbankBond,
+  type TbankCandle,
+  TbankClient,
+  type TbankCoupon,
+  type TbankDividend,
+  type TbankFundamentals,
+  type TbankLastPrice,
+  type TbankShare,
+  type TbankSyncAttempt,
+} from '#src/integrations/tbank/tbank.api';
+
+import { candleGaps, utcDay } from '../domain/candle-coverage';
+import { CandleRepository } from '../infrastructure/candle.repository';
+import {
+  CatalogDiscoveryRepository,
+  type CatalogSource,
+} from '../infrastructure/catalog-discovery.repository';
+import { toSavedCandle } from '../infrastructure/tbank-candle.mapper';
+import { previousClose, timestamp } from './instrument-market';
+import { publicInstrument } from './public-instrument';
+
+export type CatalogPayload = {
+  bondEvents?: MoexBondEvent[];
+  candle?: null | TbankCandle;
+  coupons?: TbankCoupon[];
+  creditRating?: Awaited<ReturnType<NcrRatingsClient['rating']>>;
+  description?: null | string;
+  dividends?: TbankDividend[];
+  effectiveYield?: Awaited<ReturnType<MoexClient['bondYield']>>;
+  fundamentals?: null | TbankFundamentals;
+  instrument?: null | TbankBond | TbankShare;
+  price?: null | TbankLastPrice;
+  tradingStatus?: null | string;
+};
+
+const previousCloseLookbackDays = 20;
+const previousCloseLookbackMs =
+  previousCloseLookbackDays * MILLISECONDS_PER_DAY;
+const payoutHistoryYears = 5;
+const payoutFutureYears = 2;
+const quotationScale = 9;
+const quotationUnits = 1_000_000_000n;
+
+@Injectable()
+export class CatalogSourceLoader {
+  constructor(
+    private readonly repository: CatalogDiscoveryRepository,
+    private readonly tbank: TbankClient,
+    private readonly moex: MoexClient,
+    private readonly ratings: NcrRatingsClient,
+    private readonly candles: CandleRepository,
+  ) {}
+
+  // eslint-disable-next-line sonarjs/cognitive-complexity -- Source loading intentionally dispatches by persisted resource kind.
+  async load(
+    input: CatalogSource,
+    token: string,
+    attempt: TbankSyncAttempt,
+  ): Promise<CatalogPayload> {
+    if (input.kind === 'detail' || input.kind === 'bond-current') {
+      const instrument =
+        input.instrumentType === 'share'
+          ? await this.tbank.getShare(token, input.uid)
+          : await this.tbank.getBond(token, input.uid);
+      if (instrument && instrument.uid !== input.uid) {
+        throw new Error('Catalog UID mismatch');
+      }
+      // eslint-disable-next-line sonarjs/different-types-comparison -- Defensive validation rejects missing upstream payloads instead of caching them as absence.
+      if (instrument === undefined) throw new Error('Missing catalog response');
+      return { instrument: instrument ? publicInstrument({ ...instrument, uid: input.uid }) : null };
+    }
+    if (input.kind === 'trading-status') {
+      return {
+        tradingStatus: await this.tbank.getTradingStatus(token, input.uid),
+      };
+    }
+    if (input.kind === 'comparison') {
+      const prices = await this.repository.readSources([
+        { ...input, kind: 'last-price', rangeKey: undefined },
+      ]);
+      if (!prices.length) throw new Error('Price dependency missing');
+      const price = (prices[0].payload as CatalogPayload).price;
+      const priceAt = timestamp(price?.time);
+      if (!priceAt) return { candle: null };
+      const now = new Date();
+      const range = {
+        from: utcDay(new Date(Date.parse(priceAt) - previousCloseLookbackMs)),
+        to: new Date(priceAt),
+      };
+      const saved = await this.candles.read(input.uid, range);
+      const gaps = candleGaps(range, saved.coverage, now);
+      for (const gap of gaps) {
+        const response = await this.tbank.getCandles(
+          token,
+          input.uid,
+          gap.from,
+          gap.to,
+        );
+        const rows = response.map(toSavedCandle);
+        if (!(await this.candles.stage(attempt, gap, rows, now))) {
+          throw new Error('Cancelled candle comparison');
+        }
+      }
+      if (
+        gaps.length &&
+        !(await this.candles.publish(
+          attempt,
+          { uid: input.uid, ranges: gaps },
+          false,
+        ))
+      ) {
+        throw new Error('Cancelled candle comparison');
+      }
+      const values = (await this.candles.read(input.uid, range)).data.map(
+        (row) => {
+          const value = divide(
+            decimalFromString(row.close),
+            decimalFromString('1'),
+            quotationScale,
+          ).value;
+          return {
+            time: {
+              seconds: String(Date.parse(row.time) / MILLISECONDS_PER_SECOND),
+            },
+            close: {
+              units: String(value / quotationUnits),
+              nano: Number(value % quotationUnits),
+            },
+            isComplete: row.isComplete,
+          };
+        },
+      );
+      return { candle: previousClose(values, priceAt) };
+    }
+    const details = await this.repository.readSources([
+      { ...input, kind: 'detail', rangeKey: undefined },
+      ...(input.instrumentType === 'bond'
+        ? [{ ...input, kind: 'bond-current' as const, rangeKey: undefined }]
+        : []),
+    ]);
+    const instrument = details
+      .map((row) => (row.payload as CatalogPayload).instrument)
+      .find(Boolean);
+    if (
+      !instrument &&
+      !['bond-events', 'coupons', 'dividends'].includes(input.kind)
+    ) {
+      throw new Error('Instrument dependency missing');
+    }
+    if (input.kind === 'description') {
+      return {
+        description: instrument?.assetUid
+          ? await this.tbank.getAssetDescription(token, instrument?.assetUid)
+          : null,
+      };
+    }
+    if (input.kind === 'fundamentals') {
+      return {
+        fundamentals: instrument?.assetUid
+          ? await this.tbank.getFundamentals(token, instrument?.assetUid)
+          : null,
+      };
+    }
+    if (input.kind === 'coupons' || input.kind === 'dividends') {
+      const year = Number(input.rangeKey);
+      const [from, to] = input.rangeKey?.startsWith('[')
+        ? (JSON.parse(input.rangeKey) as [string, string])
+        : [
+            `${year - payoutHistoryYears}-01-01`,
+            `${year + payoutFutureYears}-01-01`,
+          ];
+      return input.kind === 'coupons'
+        ? {
+            coupons: await this.tbank.getBondCoupons(
+              token,
+              input.uid,
+              from,
+              to,
+            ),
+          }
+        : {
+            dividends: await this.tbank.getDividends(
+              token,
+              input.uid,
+              from,
+              to,
+            ),
+          };
+    }
+    if (input.kind === 'bond-events') {
+      const ticker = instrument?.ticker || input.ticker;
+      if (!ticker) throw new Error('Bond ticker missing');
+      return { bondEvents: await this.moex.bondEvents(ticker) };
+    }
+    if (input.kind === 'yield') {
+      return {
+        effectiveYield:
+          instrument?.ticker && instrument.isin && instrument.classCode
+            ? await this.moex.bondYield(
+                instrument.ticker,
+                instrument.isin,
+                instrument.classCode,
+              )
+            : null,
+      };
+    }
+    if (input.kind === 'rating') {
+      return {
+        creditRating: instrument?.isin
+          ? await this.ratings.rating(instrument.isin)
+          : null,
+      };
+    }
+    throw new Error('Unsupported catalog source');
+  }
+}

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.spec.ts

@@ -22,14 +22,16 @@ const row = (
   isin: null,
   ticker: null,
   logoName: null,
+  sector: null,
+  issuer: null,
 });
 const portfolio = (positions: PortfolioPositionDto[]): PortfolioDto => ({
   positions,
-  cashBalances: [],
-  totalsByCurrency: [],
+  cash: { currency: 'RUB', value: '0' },
+  totals: { currency: 'RUB', value: '0' },
   isStale: false,
   lastSuccessfulAt: '2026-09-10T00:00:00Z',
-  structure: { currencies: [], unvaluedCategories: [] },
+  structure: { totalValue: '0', hasNegativeValues: false, categories: [], unvaluedCategories: [] },
 });
 
 describe('stock position', () => {
@@ -62,10 +64,10 @@ describe('stock position', () => {
       expect(result.averagePurchasePrice?.value).toBe('0.1');
     },
   );
-  it('does not sum currencies or treat unknown values as zero', () => {
+  it('does not treat unknown values as zero', () => {
     const second = {
       ...row(),
-      currentValue: money('2', 'USD'),
+      currentValue: null,
       averagePurchasePrice: null,
       absoluteReturn: null,
     };

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

@@ -4,8 +4,9 @@ import {
   divide,
   formatDecimal,
   multiply,
-} from '../../../../common/decimal';
-import { MoneyDto } from '../../../../common/money.dto';
+} from '#src/common/decimal';
+import { MoneyDto } from '#src/common/money.dto';
+
 import {
   PortfolioDto,
   PortfolioPositionDto,
@@ -45,7 +46,7 @@ export function instrumentPosition(
     averagePurchasePrice:
       positive && totalCost
         ? {
-            currency: totalCost.currency,
+            currency: 'RUB',
             value: formatDecimal(
               divide(
                 decimalFromString(totalCost.value),
@@ -82,17 +83,12 @@ function cost(position: PortfolioPositionDto): MoneyDto | null {
     : null;
 }
 function sumComplete(values: (MoneyDto | null)[]): MoneyDto | null {
-  const currency = values[0]?.currency;
-  if (
-    !currency ||
-    !values.every((v): v is MoneyDto => v !== null && v.currency === currency)
-  ) {
-    return null;
-  }
+  if (!values.length || !values.every((value): value is MoneyDto => value !== null)) return null;
+  const present = values;
   return {
-    currency,
+    currency: 'RUB',
     value: formatDecimal(
-      values.reduce(
+      present.reduce(
         (sum, value) => add(sum, decimalFromString(value.value)),
         decimalFromString('0'),
       ),
@@ -106,7 +102,6 @@ function percent(
   if (
     !base ||
     !result ||
-    base.currency !== result.currency ||
     decimalFromString(base.value).value <= ZERO_AMOUNT
   ) {
     return null;

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

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

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

@@ -0,0 +1,38 @@
+import type {
+  TbankBond,
+  TbankShare,
+} from '#src/integrations/tbank/tbank.api';
+
+export function publicInstrument(value: TbankBond | TbankShare) {
+  const bond = value as TbankBond;
+  const share = value as TbankShare;
+  return {
+    uid: value.uid,
+    figi: value.figi,
+    assetUid: value.assetUid,
+    name: value.name,
+    ticker: value.ticker,
+    isin: value.isin,
+    classCode: value.classCode,
+    realExchange: value.realExchange,
+    apiTradeAvailableFlag: value.apiTradeAvailableFlag,
+    currency: value.currency,
+    shareType: share.shareType,
+    sector: value.sector,
+    lot: value.lot,
+    brand: value.brand ? { logoName: value.brand.logoName } : undefined,
+    first_1dayCandleDate: value.first_1dayCandleDate,
+    nominal: bond.nominal,
+    initialNominal: bond.initialNominal,
+    aciValue: bond.aciValue,
+    maturityDate: bond.maturityDate,
+    callDate: bond.callDate,
+    couponQuantityPerYear: bond.couponQuantityPerYear,
+    floatingCouponFlag: bond.floatingCouponFlag,
+    perpetualFlag: bond.perpetualFlag,
+    amortizationFlag: bond.amortizationFlag,
+    subordinatedFlag: bond.subordinatedFlag,
+    bondType: bond.bondType,
+    riskLevel: bond.riskLevel,
+  };
+}

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

@@ -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';
-import { ISO_DATE_LENGTH, ISO_DATE_START } from '../../../../../common/time';
-import { isTbankProtocolValue, TbankCouponType } from '../../../../../integrations/tbank/tbank-protocol';
+} from '#src/common/decimal';
+import { ISO_DATE_LENGTH, ISO_DATE_START } from '#src/common/time';
+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
@@ -71,8 +70,8 @@ export class BondIncomeService {
     };
   }
 
-  async readPosition(userId: string, uid: string, observe = false) {
-    const saved = await this.portfolios.read(userId, 'all', observe);
+  async readPosition(userId: string, uid: string) {
+    const saved = await this.portfolios.read(userId, 'all');
     return {
       data: saved.data ? instrumentPosition(saved.data, uid, 'BOND') : null,
       meta: { ...saved.meta, resourceKey: `bond/position/${uid}` },
@@ -82,22 +81,21 @@ export class BondIncomeService {
   async coupons(
     userId: string,
     uid: string,
-    observe = false,
   ): Promise<BondCouponsResourceDto> {
     const connection = await this.access.local(userId);
     const today = moscowDay(new Date().toISOString());
     const from = `${Number(today.slice(ISO_DATE_START, ISO_YEAR_LENGTH)) - INCOME_HISTORY_YEARS}${today.slice(ISO_YEAR_LENGTH)}`;
     const to = `${Number(today.slice(ISO_DATE_START, ISO_YEAR_LENGTH)) + INCOME_FORECAST_YEARS}${today.slice(ISO_YEAR_LENGTH)}`;
-    const portfolio = await this.portfolios.read(userId, 'all', observe);
+    const portfolio = await this.portfolios.read(userId, 'all');
     const sources = await this.sources.readMany(
       userId,
       'bond',
       [uid],
-      observe,
+      false,
       ['detail', 'coupons'],
       { from, to },
     );
-    if (sources[0].meta.availability === 'complete' && !sources[0].instrument) {
+    if (sources[0].meta.completeness === 'complete' && !sources[0].instrument) {
       throw new NotFoundException();
     }
     const events = sources[1].payload?.coupons;
@@ -137,7 +135,7 @@ export class BondIncomeService {
             projected.observedAt,
             true,
           ),
-          meta: { ...result.meta, availability: 'partial' },
+          meta: { ...result.meta, completeness: 'incomplete' },
         };
   }
 }
@@ -180,7 +178,7 @@ export function bondCoupons(
           recordDate &&
           recordDate >= today
             ? {
-                currency: perBond.currency,
+                currency: 'RUB',
                 value: formatDecimal(
                   multiply(quantity, decimalFromString(perBond.value)),
                 ),
@@ -229,7 +227,6 @@ export function bondMetrics(
     coupon &&
     couponPeriodDays &&
     clean &&
-    coupon.currency === clean.currency &&
     decimalFromString(coupon.value).value >= ZERO_AMOUNT &&
     decimalFromString(clean.value).value > ZERO_AMOUNT
       ? formatDecimal(

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';
-import { ISO_DATE_LENGTH, ISO_DATE_START } from '../../../../../common/time';
-import { decimal } from '../../../../../integrations/tbank/decimal';
+} from '#src/common/decimal';
+import { ISO_DATE_LENGTH, ISO_DATE_START } from '#src/common/time';
+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,
     );
   }
 }
@@ -85,7 +82,7 @@ export function bondQuote(
     nominal &&
     decimalFromString(nominal.value).value > ZERO_AMOUNT
       ? {
-          currency: nominal.currency,
+          currency: 'RUB',
           value: formatDecimal(
             divide(
               multiply(
@@ -99,9 +96,9 @@ export function bondQuote(
         }
       : null;
   const dirtyPrice =
-    cleanPrice && aci && aci.currency === cleanPrice.currency
+    cleanPrice && aci
       ? {
-          currency: cleanPrice.currency,
+          currency: 'RUB',
           value: formatDecimal(
             add(
               decimalFromString(cleanPrice.value),

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

@@ -1,10 +1 @@
-import { formatDecimal } from '../../../../../common/decimal';
-import { decimal } from '../../../../../integrations/tbank/decimal';
-import { type TbankMoney } from '../../../../../integrations/tbank/tbank.api';
-
-export function money(value?: TbankMoney) {
-  const currency = value?.currency?.toUpperCase();
-  return value && currency
-    ? { currency, value: formatDecimal(decimal(value)) }
-    : null;
-}
+export { rubMoney as money } from '#src/integrations/tbank/decimal';

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 { AccessPayload, JwtAuthGuard } from '../../../../auth/auth.api';
-import { InvestmentReadQueryDto } from '../../../investment-resource.dto';
+import { ApiProblemResponses } from '#src/common/decorators/api-safe-error-response.decorator';
+import { AccessPayload, JwtAuthGuard } from '#src/modules/auth/auth.api';
+
 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',
     );
   }
 
@@ -119,13 +112,8 @@ export class BondController {
   position(
     @Req() request: Request & { user: AccessPayload },
     @Param('uid', new ParseUUIDPipe()) uid: string,
-    @Query() query: InvestmentReadQueryDto,
   ) {
-    return this.income.readPosition(
-      request.user.sub,
-      uid,
-      query.sync === 'observe',
-    );
+    return this.income.readPosition(request.user.sub, uid);
   }
 
   @Get(':uid/coupons')
@@ -133,8 +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 { InvestmentResourceMetaDto } from '../../../investment-resource.dto';
+import { MoneyDto } from '#src/common/money.dto';
+import { InvestmentResourceMetaDto } from '#src/modules/investments/investment-resource.dto';
+
 import {
   StockCandlesDto,
   StockCandlesQueryDto,