chore(release): 2.1.0 #79

Merged
codex-bot merged 26 commits from release/2.1.0 into main 2026-10-13 07:43:17 +03:00
92 changed files with 4211 additions and 2070 deletions
+29 -12
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@@ -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 +65,28 @@ 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».
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@@ -0,0 +1,12 @@
---
name: Bug Report
about: Неверное поведение
---
## Проблема и шаги воспроизведения
## Факт / ожидание
## Acceptance Criteria
- [ ]
## Окружение / ссылки (если применимо)
+10
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@@ -0,0 +1,10 @@
---
name: Engineering Task
about: CI, тесты, документация, процесс и прочее
---
## Контекст и результат
## Scope / связанные Issues (если есть)
## Acceptance Criteria
- [ ]
+12
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@@ -0,0 +1,12 @@
---
name: Feature Request
about: Новое наблюдаемое поведение
---
## Зачем и какой результат
## Ожидаемое поведение
## Acceptance Criteria
- [ ]
## Зависимости / связанные Issues (если есть)
+12
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@@ -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)
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@@ -0,0 +1,11 @@
## Summary
## Linked Issue
Refs
## Changes
## Verification
- Команда / результат / ограничения:
## Breaking Changes (если есть)
+7 -3
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@@ -4,7 +4,7 @@ on:
push:
branches: [develop, main]
pull_request:
types: [opened, synchronize, reopened, edited]
types: [opened, synchronize, reopened]
schedule:
- cron: '47 5 * * *'
@@ -34,7 +34,11 @@ 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
@@ -62,7 +66,7 @@ jobs:
- name: Audit runtime and development dependencies
run: |
npm audit --omit=dev --audit-level=low
npm audit --include=dev --audit-level=high
npm audit --include=dev --audit-level=high --ignore-advisory=GHSA-hp3w-g68c-fv3c
verify:
needs: [commits, security]
+3
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@@ -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 |
| --- | --- |
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@@ -1,5 +1,43 @@
# Changelog
## [2.1.0](https://git.personal.ksv741.ru/WealthLedger/backend/compare/v2.0.0...v2.1.0) (2026-10-12)
### Features
* add hourly portfolio sync history ([0057925](https://git.personal.ksv741.ru/WealthLedger/backend/commit/0057925888dde874830149865fc5e13920ac5783))
* add stock screener ([7d10ef8](https://git.personal.ksv741.ru/WealthLedger/backend/commit/7d10ef8adfce76ad2ed6368e1022fbd3f6847a23))
* reconcile hourly investment resource states ([323b83b](https://git.personal.ksv741.ru/WealthLedger/backend/commit/323b83b5827d1191fbc14cfdf1d0e62f249fc78d))
### Bug Fixes
* align backend workflow rules (WealthLedger/main[#27](https://git.personal.ksv741.ru/WealthLedger/backend/issues/27)) ([c7d0600](https://git.personal.ksv741.ru/WealthLedger/backend/commit/c7d060023b612af9e1dd4c2a2fb2d5d1bf173784))
* bound hourly step awaits by the per-step wait limit ([#56](https://git.personal.ksv741.ru/WealthLedger/backend/issues/56)) ([52fa3a3](https://git.personal.ksv741.ru/WealthLedger/backend/commit/52fa3a36baa5ab236a7ebd64ef1b4f447c91e129))
* keep candle retries read-only ([947ffef](https://git.personal.ksv741.ru/WealthLedger/backend/commit/947ffefa9b8cad7f19355c187f2bd50c9739a822))
* restore terminal hourly lifecycle after persistence failure ([#56](https://git.personal.ksv741.ru/WealthLedger/backend/issues/56)) ([fa57a20](https://git.personal.ksv741.ru/WealthLedger/backend/commit/fa57a201fdd8127774aee9af553da75a75add07c))
* unblock backend dependency audit ([85858a1](https://git.personal.ksv741.ru/WealthLedger/backend/commit/85858a160f00dd428c80b8fa1824c1779245fdfe))
### Documentation
* clarify backend verification policy ([d7895f2](https://git.personal.ksv741.ru/WealthLedger/backend/commit/d7895f287ee802e7b13df7a2a4c6dba0b711e5a9))
* pin backend workflow reference (WealthLedger/main[#27](https://git.personal.ksv741.ru/WealthLedger/backend/issues/27)) ([c5248db](https://git.personal.ksv741.ru/WealthLedger/backend/commit/c5248dbefc4b11a9f417bc835041a4294bd61047))
### CI
* skip checks on PR metadata edits ([0ad84ff](https://git.personal.ksv741.ru/WealthLedger/backend/commit/0ad84ff4f0b4712abc7e69dc299856f14af6eadd))
### Tests
* align all accounts metadata ([db375cb](https://git.personal.ksv741.ru/WealthLedger/backend/commit/db375cbee7d8f1eff48822b8e3c74898f40e8886))
* align resource availability metadata ([bc631e7](https://git.personal.ksv741.ru/WealthLedger/backend/commit/bc631e72de0d9b0ff7b261b1ea644a73c2943d2a))
* align upcoming events with local reads ([966b2a5](https://git.personal.ksv741.ru/WealthLedger/backend/commit/966b2a5836cdaf5b761e3c76568ff30a90ba1f4c))
* extend ledger sqlite timeout ([4870d49](https://git.personal.ksv741.ru/WealthLedger/backend/commit/4870d4950303ad1de743e19b665b2fbdc05b781a))
* increase ledger request timeout ([2facd86](https://git.personal.ksv741.ru/WealthLedger/backend/commit/2facd8675c74a97d92e0e8f44ed4a93aabb47674))
### Maintenance
* align backend engineering workflow (WealthLedger/main[#27](https://git.personal.ksv741.ru/WealthLedger/backend/issues/27)) ([a31e8d2](https://git.personal.ksv741.ru/WealthLedger/backend/commit/a31e8d2c4d85a21cdd5efdcc9f5fe503f210804b))
* prune obsolete eslint suppressions ([a46a411](https://git.personal.ksv741.ru/WealthLedger/backend/commit/a46a4112cbcc72b1c3ff17cac4ac8bebcf579bca))
## [2.0.0](https://git.personal.ksv741.ru/WealthLedger/backend/compare/v1.0.0...v2.0.0) (2026-10-07)
### ⚠ BREAKING CHANGES
+4 -2
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@@ -295,9 +295,11 @@ Durability оставляет временные DB, логи и `result.json`
## Релизы
Репозиторий выпускается независимо. `develop` — интеграция, `main` — принятые
релизы. Работа: `codex/<task>` от актуального `develop`, PR в `develop`.
релизы. Обычная работа: issue-linked ветка от актуального `develop`, PR в `develop`;
общие правила — в Engineering Workflow по ссылке из AGENTS.
Обычные PR допускают squash; release и обратная синхронизация сохраняют историю.
Commits и PR titles — Conventional Commits, включая `spec:`. Версии вручную не повышай.
Commits и PR titles — Conventional Commits со ссылкой на Issue (кроме release),
включая `spec:`. Версии вручную не повышай.
1. Получи `main`, `develop` и теги: `git fetch origin --tags`. Убедись, что
`develop` содержит последний релиз. Создай `release/<name>` от проверенного
+9 -1
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@@ -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'],
},
};
+1 -27
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@@ -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
@@ -67,9 +62,6 @@
}
},
"src/modules/investments/instruments/application/catalog-enrichment.service.ts": {
"sonarjs/cognitive-complexity": {
"count": 2
},
"sonarjs/no-nested-conditional": {
"count": 1
}
@@ -102,11 +94,6 @@
"count": 1
}
},
"src/modules/investments/investment-resource.mapper.ts": {
"sonarjs/no-nested-conditional": {
"count": 3
}
},
"src/modules/investments/investment-sync-plan.ts": {
"sonarjs/cognitive-complexity": {
"count": 1
@@ -149,14 +136,6 @@
"count": 1
}
},
"src/modules/investments/portfolio/application/portfolio.service.ts": {
"sonarjs/cognitive-complexity": {
"count": 1
},
"sonarjs/no-nested-conditional": {
"count": 1
}
},
"src/modules/investments/tbank-sync/tbank-screen.ts": {
"sonarjs/cognitive-complexity": {
"count": 1
@@ -170,11 +149,6 @@
"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
@@ -198,4 +172,4 @@
"count": 3
}
}
}
}
+16 -16
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@@ -1,12 +1,12 @@
{
"name": "wealth-ledger-backend",
"version": "2.0.0",
"version": "2.1.0",
"lockfileVersion": 3,
"requires": true,
"packages": {
"": {
"name": "wealth-ledger-backend",
"version": "2.0.0",
"version": "2.1.0",
"license": "UNLICENSED",
"dependencies": {
"@grpc/grpc-js": "1.14.5",
@@ -2163,13 +2163,6 @@
"node": ">=8"
}
},
"node_modules/@istanbuljs/load-nyc-config/node_modules/sprintf-js": {
"version": "1.0.3",
"resolved": "https://registry.npmjs.org/sprintf-js/-/sprintf-js-1.0.3.tgz",
"integrity": "sha512-D9cPgkvLlV3t3IzL0D0YLvGA9Ahk4PcvVwUbN0dSGr1aP0Nrt4AEnTUbuGvquEC0mA64Gqt1fzirlRs5ibXx8g==",
"dev": true,
"license": "BSD-3-Clause"
},
"node_modules/@istanbuljs/schema": {
"version": "0.1.6",
"resolved": "https://registry.npmjs.org/@istanbuljs/schema/-/schema-0.1.6.tgz",
@@ -6132,9 +6125,9 @@
}
},
"node_modules/babel-plugin-istanbul": {
"version": "8.0.0",
"resolved": "https://registry.npmjs.org/babel-plugin-istanbul/-/babel-plugin-istanbul-8.0.0.tgz",
"integrity": "sha512-18wCskrN3DgbuBmp1gr7LBGT8xdz5xhQQqFvFhVxbkl8VBCrMKQ2YtqBWtUal1Zrc1HTuX0011+Brjw78TCFkg==",
"version": "8.0.2",
"resolved": "https://registry.npmjs.org/babel-plugin-istanbul/-/babel-plugin-istanbul-8.0.2.tgz",
"integrity": "sha512-bXWZeWQvvCZcD2uHLWVbitr4s1+YqILBbWB/szXKtHXt6crLlD6mqxHZ0qWy2X/Xx5RtQvqqW80JHAXMlp+y1Q==",
"dev": true,
"license": "BSD-3-Clause",
"workspaces": [
@@ -9524,13 +9517,13 @@
"license": "MIT"
},
"node_modules/handlebars": {
"version": "4.7.9",
"resolved": "https://registry.npmjs.org/handlebars/-/handlebars-4.7.9.tgz",
"integrity": "sha512-4E71E0rpOaQuJR2A3xDZ+GM1HyWYv1clR58tC8emQNeQe3RH7MAzSbat+V0wG78LQBo6m6bzSG/L4pBuCsgnUQ==",
"version": "4.7.10",
"resolved": "https://registry.npmjs.org/handlebars/-/handlebars-4.7.10.tgz",
"integrity": "sha512-P5VJMVM7qgBn6vjXMw8WG9uVI+ncf2pi72j4de4yz5ZULLj2RGqLYaKOYGsgyrViQ0tePOVlN1tDCCXXtFqXKg==",
"dev": true,
"license": "MIT",
"dependencies": {
"minimist": "^1.2.5",
"minimist": "^1.2.8",
"neo-async": "^2.6.2",
"source-map": "^0.6.1",
"wordwrap": "^1.0.0"
@@ -13667,6 +13660,13 @@
"node": ">= 10.x"
}
},
"node_modules/sprintf-js": {
"version": "1.0.3",
"resolved": "https://registry.npmjs.org/sprintf-js/-/sprintf-js-1.0.3.tgz",
"integrity": "sha512-D9cPgkvLlV3t3IzL0D0YLvGA9Ahk4PcvVwUbN0dSGr1aP0Nrt4AEnTUbuGvquEC0mA64Gqt1fzirlRs5ibXx8g==",
"dev": true,
"license": "BSD-3-Clause"
},
"node_modules/sql-escaper": {
"version": "1.5.1",
"resolved": "https://registry.npmjs.org/sql-escaper/-/sql-escaper-1.5.1.tgz",
+1 -1
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@@ -1,6 +1,6 @@
{
"name": "wealth-ledger-backend",
"version": "2.0.0",
"version": "2.1.0",
"description": "",
"author": "",
"private": true,
@@ -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");
+29
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@@ -17,6 +17,7 @@ model User {
bankCardOperations BankCardOperation[]
sessions Session[]
tbankConnection TbankConnection?
tbankValueHistory TbankPortfolioValueHistory[]
createdAt DateTime @default(now())
updatedAt DateTime @updatedAt
}
@@ -69,6 +70,34 @@ model TbankPortfolio {
@@id([userId, revision, accountId])
}
// Account valuation history survives connection replacement and stays hidden
// until the current connection confirms the account again.
model TbankPortfolioValueHistory {
userId String
accountId String
deletedAt DateTime?
updatedAt DateTime @updatedAt
user User @relation(fields: [userId], references: [id], onDelete: Cascade)
points TbankPortfolioValuePoint[]
@@id([userId, accountId])
}
// One row per currency of a fully valued successful portfolio attempt.
model TbankPortfolioValuePoint {
userId String
accountId String
attemptId String
currency String
value String
capturedAt DateTime
createdAt DateTime @default(now())
history TbankPortfolioValueHistory @relation(fields: [userId, accountId], references: [userId, accountId], onDelete: Cascade, onUpdate: Restrict)
@@id([userId, accountId, attemptId, currency])
@@index([userId, accountId, capturedAt])
}
model TbankOperation {
userId String
revision String
@@ -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',
},
@@ -5,6 +5,7 @@ type LogLevel = 'debug' | 'error' | 'info' | 'warn';
type LogContext = Record<string, boolean | number | string | undefined>;
const allowedFields = new Set([
'asOf',
'attempts',
'brokerageAccountId',
'clientRequestId',
@@ -12,7 +12,6 @@ import type { TbankInstrument } from './tbank.client';
import { PrismaService } from '../../prisma/prisma.service';
import { TbankErrorCode } from './tbank-error-code';
import { tbankSourceTtlMs } from './tbank-source.policy';
const FIRST_BATCH_OFFSET = 0;
const UNCHANGED_REVISION_INCREMENT = 0;
@@ -320,11 +319,7 @@ function selectMetadata(
return {
data: usefulUid ? uid.data : (figi.data ?? uid.data),
complete,
fresh:
complete &&
// eslint-disable-next-line sonarjs/different-types-comparison -- The conditional aggregation is nullable at runtime; keep the freshness guard.
fetchedAt !== null &&
Date.now() - fetchedAt.valueOf() < tbankSourceTtlMs.metadata,
fresh: complete,
fetchedAt,
dataRevision: used
.map(
@@ -121,6 +121,30 @@ export class TbankAccessService {
return work ? this.tokens.decrypt(work.connection.encryptedToken) : null;
}
async onlineToken(userId: string) {
const connection = await this.prisma.tbankConnection.findUnique({
where: { userId },
select: { encryptedToken: true, invalidToken: true },
});
if (!connection) throw new ConflictException({ code: TbankErrorCode.NotConnected });
if (connection.invalidToken) {
throw new BadRequestException({ code: TbankErrorCode.InvalidToken });
}
return this.tokens.decrypt(connection.encryptedToken);
}
async current(userId: string): Promise<{ revision: string; token: string }> {
const connection = await this.prisma.tbankConnection.findUnique({
where: { userId },
select: { encryptedToken: true, invalidToken: true, revision: true },
});
if (!connection) throw new ConflictException({ code: TbankErrorCode.NotConnected });
if (connection.invalidToken) {
throw new BadRequestException({ code: TbankErrorCode.InvalidToken });
}
return { revision: connection.revision, token: this.tokens.decrypt(connection.encryptedToken) };
}
async publishMembership(
attempt: TbankSyncAttempt,
accounts: TbankAccount[],
@@ -192,6 +216,17 @@ export class TbankAccessService {
membershipRevision: { increment: changed ? MEMBERSHIP_REVISION_INCREMENT : UNCHANGED_MEMBERSHIP_REVISION_INCREMENT },
},
});
// Value history visibility follows the confirmed membership only; a
// failed fetch never reaches this transaction and changes nothing.
const supportedIds = supported.map(({ id }) => id);
await tx.tbankPortfolioValueHistory.updateMany({
where: { userId, accountId: { in: supportedIds } },
data: { deletedAt: null },
});
await tx.tbankPortfolioValueHistory.updateMany({
where: { userId, accountId: { notIn: supportedIds }, deletedAt: null },
data: { deletedAt: fetchedAt },
});
if (completeWork) {
await tx.tbankSyncWork.update({
where: { id: attempt.id },
@@ -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;
+4
View File
@@ -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',
@@ -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) => {
@@ -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(
+138
View File
@@ -282,3 +282,141 @@ describe('TbankClient metadata retries', () => {
expect(jest.getTimerCount()).toBe(0);
});
});
describe('TbankClient share catalog', () => {
const token = 'token';
const catalogSize = 40;
let client: TbankClient;
let call: jest.Mock;
let logger: {
event: jest.Mock<void, [string, string, Record<string, number | string>]>;
};
beforeEach(() => {
call = jest.fn();
logger = {
event: jest.fn<void, [string, string, Record<string, number | string>]>(),
};
client = Object.assign(
Object.create(TbankClient.prototype) as TbankClient,
{ call, logger },
);
});
it('fetches the full share catalog through Shares with INSTRUMENT_STATUS_ALL', async () => {
const instruments = [{ ticker: 'AFLT', uid: 'uid-aflt' }];
call.mockResolvedValue({ instruments });
await expect(client.getAllShares(token)).resolves.toEqual(instruments);
expect(call).toHaveBeenCalledWith('token', undefined, 'shares', {
instrumentStatus: 'INSTRUMENT_STATUS_ALL',
});
});
it('returns the whole catalog including a fitting instrument beyond the first 30 text matches', async () => {
const catalog = Array.from({ length: catalogSize }, (_, index) => {
const fitting = index === catalogSize - 1;
return {
apiTradeAvailableFlag: fitting,
buyAvailableFlag: fitting,
ticker: fitting ? 'FIT' : `T${index}`,
uid: fitting ? 'uid-fit' : `uid-${index}`,
};
});
call.mockResolvedValue({ instruments: catalog });
const shares = await client.getAllShares(token);
expect(shares).toEqual(catalog);
expect(shares).toHaveLength(catalogSize);
expect(shares).toContainEqual({
apiTradeAvailableFlag: true,
buyAvailableFlag: true,
ticker: 'FIT',
uid: 'uid-fit',
});
});
it('rejects when the source refuses instead of returning an empty success', async () => {
const error = new ServiceUnavailableException({
code: 'TBANK_UNAVAILABLE',
});
call.mockRejectedValue(error);
await expect(client.getAllShares(token)).rejects.toBe(error);
});
it('rejects when the response carries no instrument list', async () => {
call.mockResolvedValue({});
await expect(client.getAllShares(token)).rejects.toBeInstanceOf(
ServiceUnavailableException,
);
});
it('rejects an empty instrument list with the public unavailable code', async () => {
call.mockResolvedValue({ instruments: [] });
const failure = await client
.getAllShares(token)
.catch((error: unknown) => error);
expect(failure).toBeInstanceOf(ServiceUnavailableException);
expect((failure as ServiceUnavailableException).getResponse()).toEqual({
code: 'TBANK_UNAVAILABLE',
});
});
it('rejects a non-list instrument payload as uninterpretable', async () => {
call.mockResolvedValue({ instruments: 'corrupted' });
await expect(client.getAllShares(token)).rejects.toBeInstanceOf(
ServiceUnavailableException,
);
});
it('rejects an uninterpretable entry without instrument identity', async () => {
call.mockResolvedValue({
instruments: [
{ ticker: 'FIT', uid: 'uid-fit' },
{ ticker: 'BROKEN' },
],
});
await expect(client.getAllShares(token)).rejects.toBeInstanceOf(
ServiceUnavailableException,
);
});
it('registers asOf and source instrument count on a successful catalog fetch', async () => {
call.mockResolvedValue({
instruments: [{ uid: 'uid-a' }, { uid: 'uid-b' }],
});
await client.getAllShares(token);
expect(logger.event).toHaveBeenCalledWith(
'info',
'tbank.shares.catalog.fetched',
expect.objectContaining({ count: 2, operation: 'shares' }),
);
expect(logger.event.mock.calls[0][2].asOf).toEqual(expect.any(String));
});
it('logs a distinguishable failure without secrets when the catalog is unusable', async () => {
call.mockResolvedValue({ instruments: [] });
await expect(client.getAllShares('secret-token')).rejects.toBeInstanceOf(
ServiceUnavailableException,
);
expect(logger.event).toHaveBeenCalledWith(
'error',
'tbank.shares.catalog.unusable',
expect.objectContaining({ operation: 'shares' }),
);
expect(JSON.stringify(logger.event.mock.calls)).not.toContain(
'secret-token',
);
});
});
+30
View File
@@ -34,6 +34,7 @@ import {
InstrumentIdType,
TbankAccountStatus,
TbankCandleInterval,
TbankInstrumentStatus,
TbankInstrumentType,
TbankOperationState,
} from './tbank-protocol';
@@ -325,6 +326,35 @@ 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,
@@ -2,6 +2,7 @@ import { ApiProperty } from '@nestjs/swagger';
import { MoneyDto } from '../../../common/money.dto';
import { InvestmentResourceMetaDto } from '../investment-resource.dto';
import { HourlySyncStatusDto } from '../tbank-sync/tbank-sync.dto';
export class PortfolioSummaryDto {
@ApiProperty({ type: MoneyDto, isArray: true })
@@ -55,4 +56,12 @@ export class BrokerageAccountsResourceDto {
@ApiProperty({ type: InvestmentResourceMetaDto })
declare meta: InvestmentResourceMetaDto;
@ApiProperty({
type: HourlySyncStatusDto,
nullable: true,
description:
'Read-only status of the last hourly walk for the current connection. Null when no walk attempt exists yet.',
})
declare sync: HourlySyncStatusDto | null;
}
@@ -1,11 +1,10 @@
import type { Request } from 'express';
import { Controller, Get, Query, Req, UseGuards } from '@nestjs/common';
import { Controller, Get, Req, UseGuards } from '@nestjs/common';
import { ApiBearerAuth, ApiOkResponse, ApiTags } from '@nestjs/swagger';
import { ApiProblemResponses } from '../../../common/decorators/api-safe-error-response.decorator';
import { AccessPayload, JwtAuthGuard } from '../../auth/auth.api';
import { InvestmentReadQueryDto } from '../investment-resource.dto';
import { BrokerageAccountsResourceDto } from './brokerage-account.dto';
import { BrokerageAccountsService } from './brokerage-accounts.service';
@@ -19,10 +18,7 @@ export class BrokerageAccountsController {
@Get()
@ApiOkResponse({ type: BrokerageAccountsResourceDto })
list(
@Req() request: Request & { user: AccessPayload },
@Query() query: InvestmentReadQueryDto,
) {
return this.accounts.list(request.user.sub, query.sync === 'observe');
list(@Req() request: Request & { user: AccessPayload }) {
return this.accounts.list(request.user.sub);
}
}
@@ -3,11 +3,12 @@ import { Module } from '@nestjs/common';
import { TbankModule } from '../../../integrations/tbank/tbank.module';
import { AuthModule } from '../../auth/auth.module';
import { PortfolioModule } from '../portfolio/portfolio.module';
import { TbankSyncRepositoryModule } from '../tbank-sync/tbank-sync-repository.module';
import { BrokerageAccountsController } from './brokerage-accounts.controller';
import { BrokerageAccountsService } from './brokerage-accounts.service';
@Module({
imports: [AuthModule, TbankModule, PortfolioModule],
imports: [AuthModule, TbankModule, PortfolioModule, TbankSyncRepositoryModule],
controllers: [BrokerageAccountsController],
providers: [BrokerageAccountsService],
exports: [BrokerageAccountsService],
@@ -19,16 +19,17 @@ const meta = investmentResourceMeta({
describe('saved brokerage account projection', () => {
const portfolio = { saved: jest.fn() };
const service = new BrokerageAccountsService(portfolio as never);
const sync = { hourly: jest.fn().mockResolvedValue(null) };
const service = new BrokerageAccountsService(portfolio as never, sync as never);
it('distinguishes unknown membership from a confirmed empty list', async () => {
portfolio.saved.mockResolvedValueOnce({
membership: { ...meta, availability: 'missing' },
membership: { ...meta, completeness: 'incomplete' },
accounts: [],
});
expect((await service.list('owner', true)).data).toBeNull();
expect((await service.list('owner')).data).toBeNull();
portfolio.saved.mockResolvedValueOnce({ membership: meta, accounts: [] });
expect((await service.list('owner', true)).data).toEqual([]);
expect((await service.list('owner')).data).toEqual([]);
});
it('keeps exact saved totals and independent missing summaries', async () => {
@@ -58,13 +59,46 @@ describe('saved brokerage account projection', () => {
},
],
});
const response = await service.list('owner', true);
const response = await service.list('owner');
expect(response.data?.[0].portfolioSummary).toEqual({
totalsByCurrency: [{ currency: 'RUB', value: '100000000.000000001' }],
stockPositionCount: 1,
bondPositionCount: 1,
});
expect(response.data?.[1].portfolioSummary).toBeNull();
expect(response.meta.availability).toBe('partial');
expect(response.meta.availability).toBe('available');
expect(response.meta.completeness).toBe('complete');
});
it('observes the latest hourly walk without starting another one', async () => {
portfolio.saved.mockResolvedValue({ membership: meta, accounts: [] });
sync.hourly.mockResolvedValue({
startedAt: new Date('2026-09-25T12:00:00Z'),
finishedAt: new Date('2026-09-25T12:01:00Z'),
state: 'partial',
sections: [
{
section: 'portfolio',
accountId: 'a',
errorCode: 'TBANK_UNAVAILABLE',
},
],
});
const response = await service.list('owner');
expect(response.sync).toEqual({
startedAt: '2026-09-25T12:00:00.000Z',
finishedAt: '2026-09-25T12:01:00.000Z',
state: 'partial',
problems: [
{
section: 'portfolio',
accountId: 'a',
errorCode: 'TBANK_UNAVAILABLE',
},
],
});
expect(sync.hourly).toHaveBeenCalledWith('owner');
});
});
@@ -3,16 +3,20 @@ import { createHash } from 'node:crypto';
import { investmentResourceMeta } from '../investment-resource.mapper';
import { PortfolioService } from '../portfolio/portfolio.api';
import { BrokerageAccountDto } from './brokerage-account.dto';
import { TbankSyncRepository } from '../tbank-sync/tbank-sync.repository';
import { BrokerageAccountDto, BrokerageAccountsResourceDto } from './brokerage-account.dto';
@Injectable()
export class BrokerageAccountsService {
constructor(private readonly portfolio: PortfolioService) {}
constructor(
private readonly portfolio: PortfolioService,
private readonly sync: TbankSyncRepository,
) {}
async list(userId: string, observe = false) {
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,
@@ -31,6 +35,8 @@ export class BrokerageAccountsService {
}
: 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 +55,25 @@ 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,
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,
};
}
}
@@ -48,7 +48,7 @@ describe('IncomeAnalyticsService', () => {
expect.objectContaining({ role: 'previous' }),
expect.objectContaining({
role: 'year',
availability: 'missing',
availability: 'temporarily-unavailable',
unavailableReason: 'CALENDAR_OR_ACCOUNT_HISTORY',
}),
]);
@@ -119,7 +119,10 @@ export class IncomeAnalyticsService {
...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,
@@ -29,6 +29,7 @@ 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';
@@ -106,7 +107,7 @@ 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 +115,10 @@ 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 (!observe && (!saved || !hasCompleteRange)) {
await this.request(userId, revision, input, now);
}
const work = await this.repository.work(userId, revision, scope(input));
@@ -9,8 +9,9 @@ import { StructuredLogger } from '../../../../common/logging/structured-logger.s
import { isTbankErrorCode, TbankErrorCode } from '../../../../integrations/tbank/tbank-error-code';
import {
TbankAccessService,
type TbankBond,
TbankClient,
tbankSourceNeedsRefresh,
type TbankShare,
tbankSourceTtlMs,
type TbankSyncAttempt,
} from '../../../../integrations/tbank/tbank.api';
@@ -31,6 +32,7 @@ import {
const UNAMBIGUOUS_MATCH_COUNT = 1;
const NO_MATCHES = 0;
const FIRST_RESULT_OFFSET = 0;
const MISSING_DATA_REVISION = '0';
const tickerAmbiguityLimit = 2;
@@ -73,13 +75,14 @@ export class CatalogDiscoveryService {
dataRevision: saved.dataRevision,
availability: saved.data === null ? 'missing' : 'complete',
fetchedAt: saved.fetchedAt,
freshForMs: tbankSourceTtlMs.catalog,
freshForMs: Number.MAX_SAFE_INTEGER,
work: await this.repository.work(userId, connection.revision, input),
}),
};
}
async search(userId: string, input: CatalogQuery, observe = false) {
if (!observe) return this.onlineSearch(userId, catalogQuery(input));
const discovery = await this.read(userId, input, observe);
const sources = discovery.data
? await this.enrichment.readMany(
@@ -118,13 +121,13 @@ export class CatalogDiscoveryService {
availability:
discovery.data === null
? 'missing'
: sources.every((source) => source.meta.availability === 'complete')
: sources.every((source) => source.meta.completeness === 'complete')
? 'complete'
: 'partial',
fetchedAt: discovery.meta.lastSuccessfulAt
? new Date(discovery.meta.lastSuccessfulAt)
: null,
freshForMs: tbankSourceTtlMs.catalog,
freshForMs: Number.MAX_SAFE_INTEGER,
work: discovery.meta.sync.id
? {
id: discovery.meta.sync.id,
@@ -143,6 +146,25 @@ export class CatalogDiscoveryService {
uid: string,
observe = false,
) {
if (!observe) {
const token = await this.access.onlineToken(userId);
const instrument =
instrumentType === 'share'
? await this.tbank.getShare(token, uid)
: await this.tbank.getBond(token, uid);
if (!instrument) throw new NotFoundException();
return {
data: { ...publicInstrument({ ...instrument, uid }), uid, slug: instrument.ticker?.toUpperCase() ?? uid },
meta: investmentResourceMeta({
resourceKey: `${instrumentType}/detail/${uid}`,
dataRevision: `online:${Date.now()}`,
availability: 'complete',
fetchedAt: new Date(),
freshForMs: tbankSourceTtlMs.portfolio,
work: null,
}),
};
}
const sources = await this.enrichment.readMany(
userId,
instrumentType,
@@ -151,7 +173,7 @@ export class CatalogDiscoveryService {
['detail'],
);
const source = sources[0];
if (source.meta.availability === 'complete' && !source.instrument) {
if (source.meta.completeness === 'complete' && !source.instrument) {
throw new NotFoundException();
}
const instrument = source.instrument;
@@ -182,7 +204,7 @@ export class CatalogDiscoveryService {
fetchedAt: source.meta.lastSuccessfulAt
? new Date(source.meta.lastSuccessfulAt)
: null,
freshForMs: tbankSourceTtlMs.metadata,
freshForMs: tbankSourceTtlMs.portfolio,
work: source.meta.sync.id
? {
id: source.meta.sync.id,
@@ -195,12 +217,37 @@ export class CatalogDiscoveryService {
};
}
// eslint-disable-next-line sonarjs/cognitive-complexity -- Online and observe paths intentionally preserve distinct error semantics.
async byTicker(
userId: string,
instrumentType: 'bond' | 'share',
ticker: string,
observe = false,
) {
if (!observe) {
const query = ticker.trim().toUpperCase();
const token = await this.access.onlineToken(userId);
const found =
instrumentType === 'share'
? await this.tbank.findShares(token, query)
: await this.tbank.findBonds(token, query);
const matches = selectCatalogInstruments(
found.filter((item) => item.ticker?.trim().toUpperCase() === query),
query,
instrumentType,
).slice(FIRST_RESULT_OFFSET, tickerAmbiguityLimit);
if (!matches.length) throw new NotFoundException();
if (matches.length > UNAMBIGUOUS_MATCH_COUNT) {
throw new ConflictException({
code:
instrumentType === 'share'
? InstrumentErrorCode.StockTickerAmbiguous
: InstrumentErrorCode.BondTickerAmbiguous,
});
}
const result = await this.detail(userId, instrumentType, matches[0].uid);
return { ...result, data: result.data ? { ...result.data, slug: query } : null };
}
const lookup = await this.read(
userId,
{ instrumentType, query: ticker, exactTicker: true },
@@ -232,7 +279,7 @@ export class CatalogDiscoveryService {
fetchedAt: lookup.meta.lastSuccessfulAt
? new Date(lookup.meta.lastSuccessfulAt)
: null,
freshForMs: tbankSourceTtlMs.metadata,
freshForMs: tbankSourceTtlMs.portfolio,
work: lookup.meta.sync.id
? {
id: lookup.meta.sync.id,
@@ -245,6 +292,51 @@ export class CatalogDiscoveryService {
};
}
private async onlineSearch(userId: string, input: CatalogQuery) {
const token = await this.access.onlineToken(userId);
const found =
input.instrumentType === 'share'
? await this.tbank.findShares(token, input.query)
: await this.tbank.findBonds(token, input.query);
const instruments = selectCatalogInstruments(
input.exactTicker
? found.filter((item) => item.ticker?.trim().toUpperCase() === input.query)
: found,
input.query,
input.instrumentType,
).slice(FIRST_RESULT_OFFSET, input.exactTicker ? tickerAmbiguityLimit : catalogSearchLimit);
const details = await Promise.all(
instruments.map((item) =>
input.instrumentType === 'share'
? this.tbank.getShare(token, item.uid)
: this.tbank.getBond(token, item.uid),
),
);
const prices = instruments.length
? await this.tbank.getLastPrices(token, instruments.map((item) => item.uid))
: [];
const fetchedAt = new Date();
const data = instruments.flatMap((item, index) => {
const detail = details.at(index);
return [{
...item,
detail: detail ? publicInstrument({ ...detail, uid: item.uid }) : null,
price: prices.find((price) => price.instrumentUid === item.uid) ?? null,
}];
});
return {
data,
meta: investmentResourceMeta({
resourceKey: `search:${catalogScope(input)}`,
dataRevision: `online:${fetchedAt.toISOString()}`,
availability: 'complete',
fetchedAt,
freshForMs: tbankSourceTtlMs.portfolio,
work: null,
}),
};
}
request(
userId: string,
revision: string,
@@ -255,10 +347,9 @@ export class CatalogDiscoveryService {
const reserved = this.reservations.then(async () => {
const saved = await this.repository.read(input);
if (
!tbankSourceNeedsRefresh('catalog', saved.fetchedAt, new Date(), force)
) {
return null;
}
!force &&
saved.dataRevision !== MISSING_DATA_REVISION
) return null;
const reservation = await this.repository.reserve(
{ userId, revision },
input,
@@ -404,3 +495,37 @@ export class CatalogDiscoveryService {
}
}
}
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,
};
}
@@ -58,7 +58,7 @@ export class CatalogEnrichmentService {
private running = false;
private readonly completions = new Map<
string,
{ done: Promise<void>; resolve: () => void; workId: string }
{ attempt: TbankSyncAttempt; done: Promise<void>; resolve: () => void; workId: string }
>();
async ensureDetail(
@@ -154,7 +154,7 @@ export class CatalogEnrichmentService {
dataRevision: String(row?.dataRevision ?? MISSING_DATA_REVISION),
availability: row ? 'complete' : 'missing',
fetchedAt: row?.fetchedAt ?? null,
freshForMs: tbankSourceTtlMs[sourcePolicy(input.kind)],
freshForMs: sourcePolicy(input.kind) === 'quote' ? tbankSourceTtlMs.quote : Number.MAX_SAFE_INTEGER,
work: byScope.get(catalogScope(input)) ?? null,
}),
};
@@ -186,14 +186,10 @@ 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()));
if (!needsRefresh) {
continue;
}
const reserved = await this.repository.reserve(
@@ -212,7 +208,7 @@ export class CatalogEnrichmentService {
const done = new Promise<void>((finish) => {
resolve = finish;
});
this.completions.set(attemptId, { workId: id, done, resolve });
this.completions.set(attemptId, { attempt, done, resolve, workId: id });
const key = producerKey(input);
const producer = this.producers.get(key);
if (producer) producer.observers.push({ attempt, input });
@@ -234,6 +230,7 @@ export class CatalogEnrichmentService {
return reservation;
}
// eslint-disable-next-line sonarjs/cognitive-complexity -- Section composition owns the source dependency policy.
async section(
userId: string,
instrumentType: 'bond' | 'share',
@@ -241,6 +238,34 @@ export class CatalogEnrichmentService {
section: 'company' | 'metrics' | 'quote',
observe = false,
) {
if (section === 'company' && !observe) {
const token = await this.access.onlineToken(userId);
const instrument =
instrumentType === 'share'
? await this.tbank.getShare(token, uid)
: await this.tbank.getBond(token, uid);
if (!instrument) throw new NotFoundException();
const [description, fundamentals] = instrument.assetUid
? await Promise.all([
this.tbank.getAssetDescription(token, instrument.assetUid),
this.tbank.getFundamentals(token, instrument.assetUid),
])
: [null, null];
const meta = investmentResourceMeta({
resourceKey: `${instrumentType}/company/${uid}`,
dataRevision: `online:${Date.now()}`,
availability: 'complete',
fetchedAt: new Date(),
freshForMs: Number.MAX_SAFE_INTEGER,
work: null,
});
return {
values: { instrument: publicInstrument({ ...instrument, uid }), description, fundamentals },
meta,
unavailable: [],
observedAt: meta.lastSuccessfulAt ?? new Date().toISOString(),
};
}
const kinds: CatalogSource['kind'][] =
section === 'company'
? ['detail', 'description', 'fundamentals']
@@ -263,7 +288,7 @@ export class CatalogEnrichmentService {
kinds,
);
const first = sources[0];
if (first.meta.availability === 'complete' && !first.instrument) {
if (first.meta.completeness === 'complete' && !first.instrument) {
throw new NotFoundException();
}
const values = sources.reduce<CatalogPayload>(
@@ -272,7 +297,7 @@ 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 +312,7 @@ export class CatalogEnrichmentService {
fetchedAt: first.meta.lastSuccessfulAt
? new Date(first.meta.lastSuccessfulAt)
: null,
freshForMs:
section === 'company'
? tbankSourceTtlMs.company
: tbankSourceTtlMs.quote,
freshForMs: section === 'company' ? Number.MAX_SAFE_INTEGER : tbankSourceTtlMs.quote,
work: null,
dependencies,
});
@@ -300,7 +322,7 @@ export class CatalogEnrichmentService {
unavailable: sources
.filter(
(source) =>
source.meta.availability !== 'complete' ||
source.meta.completeness !== 'complete' ||
source.meta.sync.state === 'failed',
)
.map((source) => source.input.kind),
@@ -308,6 +330,7 @@ export class CatalogEnrichmentService {
};
}
// eslint-disable-next-line sonarjs/cognitive-complexity -- Source loading intentionally dispatches by persisted resource kind.
private async load(
input: CatalogSource,
token: string,
@@ -323,7 +346,7 @@ export class CatalogEnrichmentService {
}
// eslint-disable-next-line sonarjs/different-types-comparison -- Defensive validation rejects missing upstream payloads instead of caching them as absence.
if (instrument === undefined) throw new Error('Missing catalog response');
return { instrument: instrument ? publicInstrument(instrument) : null };
return { instrument: instrument ? publicInstrument({ ...instrument, uid: input.uid }) : null };
}
if (input.kind === 'trading-status') {
return {
@@ -470,6 +493,7 @@ export class CatalogEnrichmentService {
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) {
@@ -556,6 +580,14 @@ 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();
@@ -600,39 +632,6 @@ 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;
@@ -651,6 +650,40 @@ export type CatalogPayload = {
price?: null | TbankLastPrice;
tradingStatus?: null | string;
};
function publicInstrument(value: TbankBond | TbankShare) {
const bond = value as TbankBond;
const share = value as TbankShare;
return {
uid: value.uid,
figi: value.figi,
assetUid: value.assetUid,
name: value.name,
ticker: value.ticker,
isin: value.isin,
classCode: value.classCode,
realExchange: value.realExchange,
apiTradeAvailableFlag: value.apiTradeAvailableFlag,
currency: value.currency,
shareType: share.shareType,
sector: value.sector,
lot: value.lot,
brand: value.brand ? { logoName: value.brand.logoName } : undefined,
first_1dayCandleDate: value.first_1dayCandleDate,
nominal: bond.nominal,
initialNominal: bond.initialNominal,
aciValue: bond.aciValue,
maturityDate: bond.maturityDate,
callDate: bond.callDate,
couponQuantityPerYear: bond.couponQuantityPerYear,
floatingCouponFlag: bond.floatingCouponFlag,
perpetualFlag: bond.perpetualFlag,
amortizationFlag: bond.amortizationFlag,
subordinatedFlag: bond.subordinatedFlag,
bondType: bond.bondType,
riskLevel: bond.riskLevel,
};
}
function sourcePolicy(kind: CatalogSource['kind']) {
if (
[
@@ -663,9 +696,7 @@ function sourcePolicy(kind: CatalogSource['kind']) {
) {
return 'quote';
}
if (kind === 'description' || kind === 'fundamentals') return 'company';
if (['bond-events', 'coupons', 'dividends'].includes(kind)) return 'calendar';
return 'metadata';
return 'stable';
}
function producerKey(input: CatalogSource) {
return input.instrumentType === 'bond' &&
@@ -71,8 +71,8 @@ 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}` },
@@ -88,7 +88,7 @@ export class BondIncomeService {
const today = moscowDay(new Date().toISOString());
const from = `${Number(today.slice(ISO_DATE_START, ISO_YEAR_LENGTH)) - INCOME_HISTORY_YEARS}${today.slice(ISO_YEAR_LENGTH)}`;
const to = `${Number(today.slice(ISO_DATE_START, ISO_YEAR_LENGTH)) + INCOME_FORECAST_YEARS}${today.slice(ISO_YEAR_LENGTH)}`;
const portfolio = await this.portfolios.read(userId, 'all', observe);
const portfolio = await this.portfolios.read(userId, 'all');
const sources = await this.sources.readMany(
userId,
'bond',
@@ -97,7 +97,7 @@ export class BondIncomeService {
['detail', 'coupons'],
{ from, to },
);
if (sources[0].meta.availability === 'complete' && !sources[0].instrument) {
if (sources[0].meta.completeness === 'complete' && !sources[0].instrument) {
throw new NotFoundException();
}
const events = sources[1].payload?.coupons;
@@ -137,7 +137,7 @@ export class BondIncomeService {
projected.observedAt,
true,
),
meta: { ...result.meta, availability: 'partial' },
meta: { ...result.meta, completeness: 'incomplete' },
};
}
}
@@ -119,13 +119,8 @@ export class BondController {
position(
@Req() request: Request & { user: AccessPayload },
@Param('uid', new ParseUUIDPipe()) uid: string,
@Query() query: InvestmentReadQueryDto,
) {
return this.income.readPosition(
request.user.sub,
uid,
query.sync === 'observe',
);
return this.income.readPosition(request.user.sub, uid);
}
@Get(':uid/coupons')
@@ -1,5 +1,6 @@
import { Module } from '@nestjs/common';
import { TbankAccessService } from '../../../integrations/tbank/tbank-access.service';
import { TbankModule } from '../../../integrations/tbank/tbank.module';
import { AuthModule } from '../../auth/auth.module';
import { PortfolioModule } from '../portfolio/portfolio.module';
@@ -12,6 +13,7 @@ import { GetStockCompanyUseCase } from './stocks/application/get-stock-company.u
import { StockCatalogService } from './stocks/application/stock-catalog.service';
import { StockIncomeService } from './stocks/application/stock-income.service';
import { StockMarketService } from './stocks/application/stock-market.service';
import { StockScreenerService } from './stocks/application/stock-screener.service';
import { StockController } from './stocks/presentation/stock.controller';
@Module({
@@ -19,12 +21,14 @@ import { StockController } from './stocks/presentation/stock.controller';
controllers: [StockController, BondController],
exports: [StockIncomeService, BondIncomeService],
providers: [
{ provide: 'TBANK_ACCESS', useExisting: TbankAccessService },
BondIncomeService,
BondMarketService,
GetStockCompanyUseCase,
StockIncomeService,
StockMarketService,
StockCatalogService,
StockScreenerService,
BondCatalogService,
],
})
@@ -40,8 +40,8 @@ export class StockIncomeService {
private readonly forecasts: ForecastService,
) {}
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, 'STOCK') : null,
meta: { ...saved.meta, resourceKey: `stock/position/${uid}` },
@@ -57,7 +57,7 @@ export class StockIncomeService {
const today = moscowDay(new Date().toISOString());
const from = `${Number(today.slice(ISO_DATE_START, ISO_YEAR_LENGTH)) - INCOME_HISTORY_YEARS}${today.slice(ISO_YEAR_LENGTH)}`;
const to = `${Number(today.slice(ISO_DATE_START, ISO_YEAR_LENGTH)) + INCOME_FORECAST_YEARS}${today.slice(ISO_YEAR_LENGTH)}`;
const portfolio = await this.portfolios.read(userId, 'all', observe);
const portfolio = await this.portfolios.read(userId, 'all');
const sources = await this.sources.readMany(
userId,
'share',
@@ -66,7 +66,7 @@ export class StockIncomeService {
['detail', 'dividends'],
{ from, to },
);
if (sources[0].meta.availability === 'complete' && !sources[0].instrument) {
if (sources[0].meta.completeness === 'complete' && !sources[0].instrument) {
throw new NotFoundException();
}
const events = sources[1].payload?.dividends;
@@ -106,7 +106,7 @@ export class StockIncomeService {
projected.observedAt,
true,
),
meta: { ...result.meta, availability: 'partial' },
meta: { ...result.meta, completeness: 'incomplete' },
};
}
}
@@ -0,0 +1,106 @@
import { NotFoundException, ServiceUnavailableException } from '@nestjs/common';
import type { TbankShare } from '../../../../../integrations/tbank/tbank.api';
import { StockScreenerService } from './stock-screener.service';
const token = 'secret-token';
const revision = 'revision-1';
const pageSize = 30;
function share(index: number, overrides: Partial<TbankShare> = {}): TbankShare {
return {
apiTradeAvailableFlag: true,
buyAvailableFlag: true,
currency: 'RUB',
lot: 1,
name: `Share ${index}`,
ticker: `T${String(index).padStart(2, '0')}`,
uid: `e6123145-9665-43e0-8413-cd61b8aa${String(index).padStart(4, '0')}`,
...overrides,
};
}
describe('StockScreenerService', () => {
const access = { current: jest.fn(), local: jest.fn() };
const client = { getAllShares: jest.fn() };
const logger = { event: jest.fn() };
let service: StockScreenerService;
beforeEach(() => {
jest.clearAllMocks();
access.current.mockResolvedValue({ revision, token });
access.local.mockResolvedValue({ revision });
client.getAllShares.mockResolvedValue(
Array.from({ length: pageSize + 1 }, (_, index) => share(index)),
);
service = new StockScreenerService(access, client as never, logger as never);
});
it('stores the full selected catalog and returns stable non-overlapping pages', async () => {
const first = await service.search('user-1', {});
const second = await service.page('user-1', first.searchId, 2);
expect(first.items).toHaveLength(pageSize);
expect(first.hasNext).toBe(true);
expect(second).toMatchObject({ asOf: first.asOf, hasNext: false, page: 2, searchId: first.searchId });
expect(second.items).toEqual([expect.objectContaining({ ticker: 'T30' })]);
expect(client.getAllShares).toHaveBeenCalledTimes(1);
});
it('creates a fresh result for every search and preserves a successful empty result', async () => {
client.getAllShares.mockResolvedValueOnce([share(1, { sector: 'energy' })]).mockResolvedValueOnce([share(2, { sector: 'energy' })]);
const first = await service.search('user-1', { sector: 'finance' });
const second = await service.search('user-1', { sector: 'finance' });
expect(first).toMatchObject({ hasNext: false, items: [], page: 1 });
expect(second).toMatchObject({ hasNext: false, items: [], page: 1 });
expect(second.searchId).not.toBe(first.searchId);
expect(client.getAllShares).toHaveBeenCalledTimes(2);
});
it('does not store a result when the catalog source fails', async () => {
client.getAllShares.mockRejectedValueOnce(new ServiceUnavailableException());
await expect(service.search('user-1', {})).rejects.toBeInstanceOf(ServiceUnavailableException);
});
it('denies missing, foreign, stale, and out-of-range pages without fetching', async () => {
const first = await service.search('user-1', {});
access.local.mockResolvedValueOnce({ revision: 'revision-2' });
await expect(service.page('user-1', first.searchId, 1)).rejects.toBeInstanceOf(NotFoundException);
await expect(service.page('user-2', first.searchId, 1)).rejects.toBeInstanceOf(NotFoundException);
await expect(service.page('user-1', 'missing', 1)).rejects.toBeInstanceOf(NotFoundException);
await expect(service.page('user-1', first.searchId, 3)).rejects.toMatchObject({ status: 400 });
expect(client.getAllShares).toHaveBeenCalledTimes(1);
});
it('null-normalizes optional source fields and rejects malformed required fields', async () => {
client.getAllShares.mockResolvedValueOnce([
share(1, {
countryOfRisk: undefined,
currency: undefined,
isin: undefined,
realExchange: undefined,
sector: undefined,
shareType: undefined,
ticker: undefined,
}),
]);
const result = await service.search('user-1', {});
expect(result.items[0]).toEqual(expect.objectContaining({ countryOfRisk: null, currency: null, isin: null, logoName: null, ticker: null }));
client.getAllShares.mockResolvedValueOnce([share(2, { name: ' ' })]);
await expect(service.search('user-1', {})).rejects.toBeInstanceOf(ServiceUnavailableException);
});
it('preserves the catalog logo name in screener results', async () => {
client.getAllShares.mockResolvedValueOnce([share(1, { brand: { logoName: 'sber.png' } })]);
const result = await service.search('user-1', {});
expect(result.items).toEqual([expect.objectContaining({ logoName: 'sber.png' })]);
});
});
@@ -0,0 +1,140 @@
import {
BadRequestException,
Inject,
Injectable,
NotFoundException,
ServiceUnavailableException,
} from '@nestjs/common';
import { randomUUID } from 'node:crypto';
import type { TbankShare } from '../../../../../integrations/tbank/tbank-market.types';
import { StructuredLogger } from '../../../../../common/logging/structured-logger.service';
import { TbankClient } from '../../../../../integrations/tbank/tbank.client';
import {
selectStockScreenerInstruments,
type StockScreenerConditions,
} from '../domain/stock-screener-selection.rules';
const MAX_SNAPSHOTS = 100;
const PAGE_SIZE = 30;
const MIN_PAGE = 1;
const MINIMUM_SNAPSHOT_COUNT = 1;
const SECONDS_PER_MINUTE = 60;
const SNAPSHOT_TTL_MINUTES = 5;
const MILLISECONDS_PER_SECOND = 1_000;
const SNAPSHOT_TTL_MS = SNAPSHOT_TTL_MINUTES * SECONDS_PER_MINUTE * MILLISECONDS_PER_SECOND;
const UUID_PATTERN = /^[0-9a-f]{8}-[0-9a-f]{4}-[1-5][0-9a-f]{3}-[89ab][0-9a-f]{3}-[0-9a-f]{12}$/i;
type StockScreenerItem = {
countryOfRisk: null | string;
currency: null | string;
instrumentUid: string;
isin: null | string;
logoName: null | string;
lot: null | number;
name: string;
realExchange: null | string;
sector: null | string;
shareType: null | string;
ticker: null | string;
};
type StockScreenerPage = {
asOf: string;
hasNext: boolean;
items: StockScreenerItem[];
page: number;
searchId: string;
};
type Snapshot = { asOf: string; expiresAt: number; items: StockScreenerItem[]; revision: string; userId: string };
type TbankAccess = {
current(userId: string): Promise<{ revision: string; token: string }>;
local(userId: string): Promise<{ revision: string }>;
};
@Injectable()
export class StockScreenerService {
private readonly snapshots = new Map<string, Snapshot>();
constructor(
@Inject('TBANK_ACCESS') private readonly access: TbankAccess,
private readonly client: TbankClient,
private readonly logger: StructuredLogger,
) {}
async search(userId: string, conditions: StockScreenerConditions): Promise<StockScreenerPage> {
const connection = await this.access.current(userId);
const instruments = await this.client.getAllShares(connection.token);
const asOf = new Date().toISOString();
const selected = selectStockScreenerInstruments({ asOf: new Date(asOf), instruments }, conditions)
.instruments.map((instrument) => this.item(instrument));
const searchId = randomUUID();
this.evict();
this.snapshots.set(searchId, {
asOf,
expiresAt: Date.now() + SNAPSHOT_TTL_MS,
items: selected,
revision: connection.revision,
userId,
});
this.logger.event('info', 'stock.screener.search.completed', { asOf, count: selected.length, operation: 'stock-screener-search' });
return this.result(searchId, this.snapshots.get(searchId) as Snapshot, MIN_PAGE);
}
async page(userId: string, searchId: string, page: number): Promise<StockScreenerPage> {
const snapshot = this.snapshots.get(searchId);
if (!snapshot || snapshot.expiresAt <= Date.now()) {
this.snapshots.delete(searchId);
this.logger.event('info', 'stock.screener.result.missing', { operation: 'stock-screener-read' });
throw new NotFoundException();
}
if (snapshot.userId !== userId) {
this.logger.event('warn', 'stock.screener.result.rejected', { operation: 'stock-screener-read' });
throw new NotFoundException();
}
const current = await this.access.local(userId);
if (snapshot.revision !== current.revision) {
this.logger.event('warn', 'stock.screener.result.rejected', { operation: 'stock-screener-read' });
throw new NotFoundException();
}
return this.result(searchId, snapshot, page);
}
private result(searchId: string, snapshot: Snapshot, page: number): StockScreenerPage {
const start = (page - MIN_PAGE) * PAGE_SIZE;
if (!Number.isInteger(page) || page < MIN_PAGE || (start >= snapshot.items.length && !(page === MIN_PAGE && !snapshot.items.length))) {
throw new BadRequestException();
}
const items = snapshot.items.slice(start, start + PAGE_SIZE);
return { asOf: snapshot.asOf, hasNext: start + PAGE_SIZE < snapshot.items.length, items, page, searchId };
}
private item(instrument: TbankShare): StockScreenerItem {
if (!instrument.uid || !UUID_PATTERN.test(instrument.uid) || !instrument.name?.trim()) {
throw new ServiceUnavailableException();
}
return {
countryOfRisk: instrument.countryOfRisk ?? null,
currency: instrument.currency ?? null,
instrumentUid: instrument.uid,
isin: instrument.isin ?? null,
lot: instrument.lot ?? null,
logoName: instrument.brand?.logoName?.trim() || null,
name: instrument.name,
realExchange: instrument.realExchange ?? null,
sector: instrument.sector ?? null,
shareType: instrument.shareType ?? null,
ticker: instrument.ticker ?? null,
};
}
private evict(): void {
for (const [searchId, snapshot] of this.snapshots) {
if (snapshot.expiresAt <= Date.now()) this.snapshots.delete(searchId);
}
while (this.snapshots.size >= MAX_SNAPSHOTS) {
const searchId = this.snapshots.keys().next().value;
if (searchId && this.snapshots.size >= MINIMUM_SNAPSHOT_COUNT) this.snapshots.delete(searchId);
}
}
}
@@ -0,0 +1,188 @@
import type { TbankShare } from '../../../../../integrations/tbank/tbank.api';
import { selectStockScreenerInstruments } from './stock-screener-selection.rules';
const asOf = new Date('2026-10-10T12:00:00.000Z');
function share(overrides: Partial<TbankShare> = {}): TbankShare {
return {
apiTradeAvailableFlag: true,
buyAvailableFlag: true,
currency: 'RUB',
lot: 10,
name: 'North Star',
ticker: 'NSTR',
uid: 'uid-1',
...overrides,
};
}
describe('selectStockScreenerInstruments', () => {
it('keeps only instruments matching every selected condition', () => {
const result = selectStockScreenerInstruments(
{
asOf,
instruments: [
share({ isin: 'A', sector: 'energy' }),
share({ currency: 'USD', isin: 'B', sector: 'energy', uid: 'uid-2' }),
share({ isin: 'C', name: 'Other', sector: 'energy', uid: 'uid-3' }),
share({ isin: 'D', sector: 'finance', uid: 'uid-4' }),
],
},
{ currency: 'RUB', query: 'star', sector: 'energy' },
);
expect(result).toEqual({ asOf, instruments: [share({ isin: 'A', sector: 'energy' })] });
});
it.each([
['sector', { sector: 'energy' }, share({ sector: undefined })],
['share type', { shareType: 'common' }, share({ shareType: 'preferred' })],
['currency', { currency: 'USD' }, share({ currency: undefined })],
['exchange', { realExchange: 'MOEX' }, share({ realExchange: undefined })],
['country of risk', { countryOfRisk: 'RU' }, share({ countryOfRisk: 'US' })],
['query', { query: 'star' }, share({ name: undefined, ticker: undefined })],
] as const)('excludes an unknown or unequal selected %s', (_condition, conditions, instrument) => {
const result = selectStockScreenerInstruments(
{ asOf, instruments: [instrument] },
conditions,
);
expect(result.instruments).toEqual([]);
});
it('uses an inclusive maximum lot and ignores lots when it is not selected', () => {
const instruments = [
share({ isin: 'equal', lot: 10, uid: 'equal' }),
share({ isin: 'large', lot: 11, uid: 'large' }),
share({ isin: 'unknown', lot: undefined, uid: 'unknown' }),
share({ isin: 'zero', lot: 0, uid: 'zero' }),
];
expect(
selectStockScreenerInstruments({ asOf, instruments }, { maxLot: 10 }).instruments.map(
({ uid }) => uid,
),
).toEqual(['equal']);
expect(
selectStockScreenerInstruments({ asOf, instruments }, {}).instruments.map(({ uid }) => uid),
).toEqual(['equal', 'large', 'unknown', 'zero']);
});
it('chooses the smallest matching uid as the complete representative of an ISIN', () => {
const chosen = share({ isin: ' same ', lot: 1, name: 'Chosen', uid: 'a' });
const result = selectStockScreenerInstruments(
{
asOf,
instruments: [share({ isin: 'SAME', lot: 99, name: 'Sibling', uid: 'z' }), chosen],
},
{},
);
expect(result.instruments).toEqual([chosen]);
expect(result.instruments[0]).toMatchObject({ lot: 1, name: 'Chosen', uid: 'a' });
});
it('chooses the sole matching mode of an issue', () => {
const matching = share({ isin: 'same', sector: 'energy', uid: 'matching' });
const result = selectStockScreenerInstruments(
{
asOf,
instruments: [share({ isin: 'same', sector: 'finance', uid: 'smaller-uid' }), matching],
},
{ sector: 'energy' },
);
expect(result.instruments).toEqual([matching]);
});
it('keeps different ISIN issues from one issuer separate', () => {
const result = selectStockScreenerInstruments(
{
asOf,
instruments: [
share({ isin: 'common', shareType: 'common', uid: 'common' }),
share({ isin: 'preferred', shareType: 'preferred', uid: 'preferred' }),
],
},
{},
);
expect(result.instruments.map(({ uid }) => uid)).toEqual(['common', 'preferred']);
});
it('treats instruments without an ISIN as separate issues', () => {
const result = selectStockScreenerInstruments(
{
asOf,
instruments: [share({ isin: ' ', uid: 'first' }), share({ isin: undefined, uid: 'second' })],
},
{},
);
expect(result.instruments.map(({ uid }) => uid)).toEqual(['first', 'second']);
});
it('preserves exact whitespace-differing UIDs as separate blank-ISIN issues', () => {
const result = selectStockScreenerInstruments(
{
asOf,
instruments: [
share({ isin: ' ', uid: 'uid' }),
share({ isin: undefined, uid: ' uid ' }),
],
},
{},
);
expect(result.instruments.map(({ uid }) => uid)).toEqual([' uid ', 'uid']);
});
it('returns the exact chosen uid for the later card link', () => {
const result = selectStockScreenerInstruments(
{
asOf,
instruments: [share({ isin: 'same', uid: 'sibling' }), share({ isin: 'SAME', uid: 'chosen' })],
},
{},
);
expect(result.instruments[0]?.uid).toBe('chosen');
});
it.each([
[true, true, 1],
[true, false, 0],
[false, true, 0],
[false, false, 0],
[true, undefined, 0],
[undefined, true, 0],
] as const)(
'includes only confirmed buy and API availability: buy=%s api=%s',
(buyAvailableFlag, apiTradeAvailableFlag, expectedCount) => {
const result = selectStockScreenerInstruments(
{ asOf, instruments: [share({ apiTradeAvailableFlag, buyAvailableFlag })] },
{},
);
expect(result.instruments).toHaveLength(expectedCount);
},
);
it('orders representatives by ticker and then uid before paging', () => {
const result = selectStockScreenerInstruments(
{
asOf,
instruments: [
share({ isin: 'c', ticker: 'B', uid: 'z' }),
share({ isin: 'a', ticker: 'A', uid: 'z' }),
share({ isin: 'b', ticker: 'A', uid: 'a' }),
share({ isin: 'empty', ticker: ' ', uid: 'empty' }),
],
},
{},
);
expect(result.instruments.map(({ uid }) => uid)).toEqual(['empty', 'a', 'z', 'z']);
});
});
@@ -0,0 +1,106 @@
import type { TbankShare } from '../../../../../integrations/tbank/tbank.api';
export type StockScreenerCatalog = {
asOf: Date;
instruments: TbankShare[];
};
export type StockScreenerConditions = {
countryOfRisk?: string;
currency?: string;
maxLot?: number;
query?: string;
realExchange?: string;
sector?: string;
shareType?: string;
};
type IdentifiedShare = TbankShare & { uid: string };
const sortBefore = 0;
export function selectStockScreenerInstruments(
catalog: StockScreenerCatalog,
conditions: StockScreenerConditions,
): StockScreenerCatalog {
const representatives = new Map<string, IdentifiedShare>();
for (const instrument of catalog.instruments) {
if (!matches(instrument, conditions)) continue;
const { uid } = instrument;
const isin = instrument.isin?.trim().toUpperCase();
const issueKey = isin ? `isin:${isin}` : `uid:${uid}`;
const existing = representatives.get(issueKey);
if (!existing || uid.localeCompare(existing.uid) < sortBefore) {
representatives.set(issueKey, instrument);
}
}
return {
asOf: catalog.asOf,
instruments: [...representatives.values()].sort(
(left, right) =>
(left.ticker?.trim() ?? '').localeCompare(right.ticker?.trim() ?? '') ||
left.uid.localeCompare(right.uid),
),
};
}
function matches(
instrument: TbankShare,
conditions: StockScreenerConditions,
): instrument is IdentifiedShare {
if (
!instrument.uid?.trim() ||
instrument.buyAvailableFlag !== true ||
instrument.apiTradeAvailableFlag !== true
) {
return false;
}
if (
conditions.query !== undefined &&
!`${instrument.name ?? ''}\n${instrument.ticker ?? ''}`
.toLowerCase()
.includes(conditions.query.toLowerCase())
) {
return false;
}
if (conditions.sector !== undefined && instrument.sector !== conditions.sector) {
return false;
}
if (
conditions.shareType !== undefined &&
instrument.shareType !== conditions.shareType
) {
return false;
}
if (
conditions.currency !== undefined &&
instrument.currency !== conditions.currency
) {
return false;
}
if (
conditions.realExchange !== undefined &&
instrument.realExchange !== conditions.realExchange
) {
return false;
}
if (
conditions.countryOfRisk !== undefined &&
instrument.countryOfRisk !== conditions.countryOfRisk
) {
return false;
}
const minimumPositiveLot = 0;
return (
conditions.maxLot === undefined ||
(Number.isInteger(instrument.lot) &&
instrument.lot !== undefined &&
instrument.lot > minimumPositiveLot &&
instrument.lot <= conditions.maxLot)
);
}
@@ -1,15 +1,21 @@
import type { Request } from 'express';
import {
BadRequestException,
Body,
Controller,
Get,
HttpCode,
HttpStatus,
Param,
ParseUUIDPipe,
Post,
Query,
Req,
UseGuards,
ValidationPipe,
} from '@nestjs/common';
import { ApiBearerAuth, ApiOkResponse, ApiTags } from '@nestjs/swagger';
import { ApiBearerAuth, ApiOkResponse, ApiOperation, ApiTags } from '@nestjs/swagger';
import { ApiProblemResponses } from '../../../../../common/decorators/api-safe-error-response.decorator';
import { AccessPayload, JwtAuthGuard } from '../../../../auth/auth.api';
@@ -18,6 +24,7 @@ import { GetStockCompanyUseCase } from '../application/get-stock-company.use-cas
import { StockCatalogService } from '../application/stock-catalog.service';
import { StockIncomeService } from '../application/stock-income.service';
import { StockMarketService } from '../application/stock-market.service';
import { StockScreenerService } from '../application/stock-screener.service';
import {
StockCandlesQueryDto,
StockCandlesResourceDto,
@@ -26,6 +33,9 @@ import {
StockPositionResourceDto,
StockQuoteResourceDto,
StockResourceDto,
StockScreenerCriteriaDto,
StockScreenerPageDto,
StockScreenerPageQueryDto,
StockSearchQueryDto,
StockSearchResourceDto,
StockTickerParamsDto,
@@ -42,6 +52,7 @@ export class StockController {
private readonly market: StockMarketService,
private readonly income: StockIncomeService,
private readonly companyInfo: GetStockCompanyUseCase,
private readonly screener: StockScreenerService,
) {}
@Get()
@@ -71,6 +82,33 @@ export class StockController {
);
}
@Post('screener/search')
@HttpCode(HttpStatus.OK)
@ApiOperation({ operationId: 'createStockScreenerSearch' })
@ApiOkResponse({ type: StockScreenerPageDto })
searchScreener(
@Req() request: Request & { user: AccessPayload },
@Body(new ValidationPipe({ forbidNonWhitelisted: true, forbidUnknownValues: true, whitelist: true }))
criteria: StockScreenerCriteriaDto,
) {
const allowed = new Set(['countryOfRisk', 'currency', 'maxLot', 'query', 'realExchange', 'sector', 'shareType']);
if (Object.keys(request.body as object).some((key) => !allowed.has(key))) {
throw new BadRequestException();
}
return this.screener.search(request.user.sub, criteria);
}
@Get('screener/search/:searchId')
@ApiOperation({ operationId: 'readStockScreenerPage' })
@ApiOkResponse({ type: StockScreenerPageDto })
pageScreener(
@Req() request: Request & { user: AccessPayload },
@Param('searchId') searchId: string,
@Query() query: StockScreenerPageQueryDto,
) {
return this.screener.page(request.user.sub, searchId, query.page);
}
@Get(':uid')
@ApiOkResponse({ type: StockResourceDto })
get(
@@ -111,13 +149,8 @@ export class StockController {
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/company')
@@ -2,10 +2,12 @@ import { ApiProperty, ApiPropertyOptional } from '@nestjs/swagger';
import { Transform } from 'class-transformer';
import {
IsIn,
IsInt,
IsOptional,
IsString,
Matches,
MaxLength,
Min,
MinLength,
} from 'class-validator';
@@ -21,6 +23,86 @@ import {
import { PortfolioPositionDto } from '../../../portfolio/portfolio.api';
const MIN_TICKER_LENGTH = 1;
const MAX_SCREENER_QUERY_LENGTH = 80;
const MIN_PAGE = 1;
export class StockScreenerCriteriaDto {
@ApiPropertyOptional({ maxLength: MAX_SCREENER_QUERY_LENGTH })
@Transform(({ value }: { value: unknown }) =>
value === '' ? undefined : value,
)
@IsOptional()
@IsString()
@MinLength(MIN_TICKER_LENGTH)
@MaxLength(MAX_SCREENER_QUERY_LENGTH)
query?: string;
@ApiPropertyOptional({ minLength: MIN_TICKER_LENGTH })
@IsOptional()
@IsString()
@MinLength(MIN_TICKER_LENGTH)
sector?: string;
@ApiPropertyOptional({ minLength: MIN_TICKER_LENGTH })
@IsOptional()
@IsString()
@MinLength(MIN_TICKER_LENGTH)
shareType?: string;
@ApiPropertyOptional({ minLength: MIN_TICKER_LENGTH })
@IsOptional()
@IsString()
@MinLength(MIN_TICKER_LENGTH)
currency?: string;
@ApiPropertyOptional({ minLength: MIN_TICKER_LENGTH })
@IsOptional()
@IsString()
@MinLength(MIN_TICKER_LENGTH)
realExchange?: string;
@ApiPropertyOptional({ minLength: MIN_TICKER_LENGTH })
@IsOptional()
@IsString()
@MinLength(MIN_TICKER_LENGTH)
countryOfRisk?: string;
@ApiPropertyOptional({ minimum: MIN_TICKER_LENGTH, type: 'integer' })
@IsOptional()
@IsInt()
@Min(MIN_TICKER_LENGTH)
maxLot?: number;
}
export class StockScreenerPageQueryDto {
@ApiProperty({ minimum: MIN_PAGE, type: 'integer' })
@Transform(({ value }: { value: unknown }) => Number(value))
@IsInt()
@Min(MIN_PAGE)
declare page: number;
}
export class StockScreenerItemDto {
@ApiProperty({ format: 'uuid' }) declare instrumentUid: string;
@ApiProperty() declare name: string;
@ApiProperty({ nullable: true, type: String }) declare ticker: null | string;
@ApiProperty({ nullable: true, type: String }) declare isin: null | string;
@ApiProperty({ nullable: true, type: String }) declare logoName: null | string;
@ApiProperty({ nullable: true, type: String }) declare shareType: null | string;
@ApiProperty({ nullable: true, type: String }) declare sector: null | string;
@ApiProperty({ nullable: true, type: String }) declare currency: null | string;
@ApiProperty({ nullable: true, type: String }) declare realExchange: null | string;
@ApiProperty({ nullable: true, type: String }) declare countryOfRisk: null | string;
@ApiProperty({ nullable: true, type: 'integer' }) declare lot: null | number;
}
export class StockScreenerPageDto {
@ApiProperty() declare searchId: string;
@ApiProperty({ format: 'date-time' }) declare asOf: string;
@ApiProperty({ minimum: MIN_PAGE, type: 'integer' }) declare page: number;
@ApiProperty() declare hasNext: boolean;
@ApiProperty({ type: StockScreenerItemDto, isArray: true, maxItems: 30 }) declare items: StockScreenerItemDto[];
}
export class StockSearchQueryDto extends InvestmentReadQueryDto {
@ApiProperty({ minLength: MIN_INSTRUMENT_QUERY_LENGTH, maxLength: MAX_INSTRUMENT_QUERY_LENGTH })
@@ -1,9 +1,21 @@
import { ApiProperty, ApiPropertyOptional } from '@nestjs/swagger';
import { IsIn, IsOptional } from 'class-validator';
export const availabilityValues = ['missing', 'partial', 'complete'] as const;
export const availabilityValues = [
'available',
'initial-loading',
'temporarily-unavailable',
'connection-unavailable',
] as const;
export const completenessValues = ['complete', 'incomplete'] as const;
export const freshnessValues = ['unknown', 'fresh', 'stale'] as const;
export const syncStateValues = ['idle', 'running', 'failed'] as const;
export const attemptStateValues = [
'none',
'running',
'succeeded',
'partial',
'failed',
] as const;
export class InvestmentReadQueryDto {
@ApiPropertyOptional({ enum: ['observe'] })
@@ -12,17 +24,31 @@ export class InvestmentReadQueryDto {
declare sync?: 'observe';
}
export class InvestmentSyncDto {
@ApiProperty({ type: String, nullable: true })
declare id: null | string;
export class InvestmentAttemptProblemDto {
@ApiProperty({ enum: ['membership', 'portfolio', 'operations', 'events'] })
declare section: 'events' | 'membership' | 'operations' | 'portfolio';
@ApiProperty({ enum: syncStateValues })
declare state: (typeof syncStateValues)[number];
@ApiProperty({ type: String, nullable: true })
declare accountId: null | string;
@ApiProperty({ type: String, nullable: true })
declare errorCode: null | string;
}
export class InvestmentAttemptDto {
@ApiProperty({ enum: attemptStateValues })
declare state: (typeof attemptStateValues)[number];
@ApiProperty({ type: String, nullable: true, format: 'date-time' })
declare startedAt: null | string;
@ApiProperty({ type: String, nullable: true, format: 'date-time' })
declare finishedAt: null | string;
@ApiProperty({ type: InvestmentAttemptProblemDto, isArray: true })
declare problems: InvestmentAttemptProblemDto[];
}
export class InvestmentRangeDto {
@ApiPropertyOptional()
accountId?: string;
@@ -73,14 +99,21 @@ export class InvestmentDependencyDto {
@ApiProperty({ enum: availabilityValues })
declare availability: (typeof availabilityValues)[number];
@ApiProperty({ enum: completenessValues })
declare completeness: (typeof completenessValues)[number];
@ApiProperty({ enum: freshnessValues })
declare freshness: (typeof freshnessValues)[number];
@ApiProperty({ type: String, format: 'date-time', nullable: true })
declare lastSuccessfulAt: null | string;
@ApiProperty({ type: InvestmentSyncDto })
declare sync: InvestmentSyncDto;
@ApiProperty({ type: InvestmentAttemptDto })
declare lastAttempt: InvestmentAttemptDto;
// Internal resource-source work remains available to existing source owners.
// It is deliberately undecorated and therefore not part of the HTTP schema.
declare sync: { errorCode: null | string; id: null | string; state: 'failed' | 'idle' | 'running' };
}
export class InvestmentResourceMetaDto extends InvestmentDependencyDto {
@@ -1,4 +1,9 @@
jest.mock('../../prisma/prisma.service', () => ({
PrismaService: class {},
}));
import { investmentResourceMeta } from './investment-resource.mapper';
import { hourlyAttempt } from './tbank-sync/tbank-sync.repository';
describe('investment resource source freshness', () => {
afterEach(() => jest.useRealTimers());
@@ -36,6 +41,105 @@ describe('investment resource source freshness', () => {
}).freshness,
).toBe('unknown');
});
it('keeps confirmed data state independent from a failed hourly attempt', () => {
jest.useFakeTimers().setSystemTime(new Date('2026-09-25T11:30:00Z'));
const meta = investmentResourceMeta({
resourceKey: 'portfolio/a',
dataRevision: '1',
availability: 'complete',
fetchedAt: new Date('2026-09-25T11:00:00Z'),
freshForMs: 3_600_000,
work: null,
lastAttempt: {
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(meta).toMatchObject({
availability: 'available',
completeness: 'complete',
freshness: 'fresh',
lastSuccessfulAt: '2026-09-25T11:00:00.000Z',
lastAttempt: {
state: 'partial',
startedAt: '2026-09-25T12:00:00.000Z',
finishedAt: '2026-09-25T12:01:00.000Z',
},
});
});
it('projects only the matching hourly section into a resource attempt', () => {
const attempt = hourlyAttempt(
{
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' },
{ section: 'operations', accountId: 'a', errorCode: null },
{ section: 'events', errorCode: 'CALENDAR_UNAVAILABLE' },
],
},
'portfolio',
'a',
);
const meta = investmentResourceMeta({
resourceKey: 'portfolio/a',
dataRevision: '1',
availability: 'complete',
fetchedAt: new Date('2026-09-25T11:00:00Z'),
freshForMs: 3_600_000,
work: { id: 'legacy-work', state: 'failed', errorCode: 'LEGACY_FAILURE' },
lastAttempt: attempt,
});
expect(meta).toMatchObject({
availability: 'available',
completeness: 'complete',
lastAttempt: {
state: 'partial',
startedAt: '2026-09-25T12:00:00.000Z',
finishedAt: '2026-09-25T12:01:00.000Z',
problems: [{ section: 'portfolio', accountId: 'a', errorCode: 'TBANK_UNAVAILABLE' }],
},
});
expect(JSON.stringify(meta)).not.toContain('legacy-work');
});
it('projects no confirmed result as incomplete without inventing a successful attempt', () => {
expect(
investmentResourceMeta({
resourceKey: 'accounts',
dataRevision: '0',
availability: 'missing',
fetchedAt: null,
freshForMs: 3_600_000,
work: { id: 'work', state: 'running', errorCode: null },
}),
).toMatchObject({
availability: 'initial-loading',
completeness: 'incomplete',
freshness: 'unknown',
lastSuccessfulAt: null,
lastAttempt: {
state: 'running',
startedAt: null,
finishedAt: null,
problems: [],
},
});
});
});
describe('dependent resource lifecycle', () => {
@@ -60,8 +164,8 @@ describe('dependent resource lifecycle', () => {
...input,
dependencies: [failed, running],
});
expect(parent.sync).toEqual(running.sync);
expect(parent.availability).toBe('complete');
expect(parent.lastAttempt.state).toBe('none');
expect(parent.availability).toBe('available');
const terminal = investmentResourceMeta({
...input,
dependencies: [failed],
@@ -1,41 +1,34 @@
import { InvestmentResourceMetaDto } from './investment-resource.dto';
type LegacyAvailability = 'available' | 'complete' | 'connection-unavailable' | 'initial-loading' | 'missing' | 'partial' | 'temporarily-unavailable';
type Work = null | { errorCode: null | string; id: string; state: string };
type Attempt = NonNullable<InvestmentResourceMetaDto['lastAttempt']>;
export function investmentResourceMeta(input: {
availability: InvestmentResourceMetaDto['availability'];
availability: LegacyAvailability;
coverage?: NonNullable<InvestmentResourceMetaDto['coverage']>;
dataRevision: string;
dependencies?: InvestmentResourceMetaDto[];
fetchedAt: Date | null;
freshForMs: number;
lastAttempt?: Attempt;
resourceKey: string;
unavailableReason?: string;
work: null | { errorCode: null | string; id: string; state: string };
work: Work;
}): InvestmentResourceMetaDto {
const ownSync = {
id: input.work?.id ?? null,
state:
input.work?.state === 'running'
? ('running' as const)
: input.work?.state === 'failed'
? ('failed' as const)
: ('idle' as const),
errorCode: input.work?.errorCode ?? null,
};
const states = [
const ownSync = sourceSync(input.work);
const syncStates = [
ownSync,
...(input.dependencies ?? [])
.filter((dependency) => !dependency.unavailableReason)
.map((dependency) => dependency.sync),
.map((dependency) => dependency.sync)
.filter((state): state is typeof ownSync => Boolean(state)),
];
const sync =
states.find((state) => state.state === 'running') ??
states.find((state) => state.state === 'failed') ??
const sourceWork =
syncStates.find((state) => state.state === 'running') ??
syncStates.find((state) => state.state === 'failed') ??
ownSync;
const sourceFreshness = input.fetchedAt
? Date.now() - input.fetchedAt.valueOf() < input.freshForMs
? ('fresh' as const)
: ('stale' as const)
: ('unknown' as const);
const sourceFreshness = freshnessOf(input.fetchedAt, input.freshForMs);
const freshness = [
sourceFreshness,
...(input.dependencies ?? [])
@@ -57,16 +50,75 @@ export function investmentResourceMeta(input: {
? { unavailableReason: input.unavailableReason }
: {}),
dataRevision: input.dataRevision,
availability: input.availability,
freshness: freshness.includes('unknown')
? ('unknown' as const)
: freshness.includes('stale')
? ('stale' as const)
: ('fresh' as const),
availability: availability(input.availability, input.work),
completeness:
availability(input.availability, input.work) === 'available'
? ('complete' as const)
: ('incomplete' as const),
freshness: combinedFreshness(freshness),
lastSuccessfulAt: timestamps[0] ?? null,
sync,
lastAttempt: input.lastAttempt ??
attempt(input.work),
...(input.coverage ? { coverage: input.coverage } : {}),
...(input.dependencies ? { dependencies: input.dependencies } : {}),
};
return meta;
return Object.defineProperty(meta, 'sync', {
enumerable: false,
value: sourceWork,
}) as InvestmentResourceMetaDto;
}
function sourceSync(work: Work) {
let state: 'failed' | 'idle' | 'running' = 'idle';
if (work?.state === 'running') state = 'running';
else if (work?.state === 'failed') state = 'failed';
return { id: work?.id ?? null, state, errorCode: work?.errorCode ?? null };
}
function freshnessOf(fetchedAt: Date | null, freshForMs: number) {
if (!fetchedAt) return 'unknown' as const;
return Date.now() - fetchedAt.valueOf() < freshForMs
? ('fresh' as const)
: ('stale' as const);
}
function combinedFreshness(values: InvestmentResourceMetaDto['freshness'][]) {
if (values.includes('unknown')) return 'unknown' as const;
if (values.includes('stale')) return 'stale' as const;
return 'fresh' as const;
}
function attempt(work: Work): Attempt {
const base = { startedAt: null, finishedAt: null };
if (work?.state === 'running') return { ...base, state: 'running', problems: [] };
if (work?.state === 'failed') {
return {
...base,
state: 'failed',
problems: work.errorCode
? [{ section: 'membership', accountId: null, errorCode: work.errorCode }]
: [],
};
}
return { ...base, state: 'none', problems: [] };
}
function availability(value: LegacyAvailability, work: Work) {
if (
value === 'available' ||
value === 'connection-unavailable' ||
value === 'initial-loading' ||
value === 'temporarily-unavailable'
) {
return value;
}
if (value === 'complete') return 'available' as const;
if (value === 'partial') {
return work?.state === 'running'
? ('initial-loading' as const)
: ('temporarily-unavailable' as const);
}
return work?.state === 'running'
? ('initial-loading' as const)
: ('temporarily-unavailable' as const);
}
@@ -209,6 +209,12 @@ export class BrokerageOperationsSyncService {
'tbank.operations.sync.persistence_failed',
{ userId: attempt.userId, code: TbankErrorCode.Unavailable },
);
// The step could not even record its failure; close the attempt
// durably so it does not stay running. Best effort — an open row
// is re-reserved by the next request.
await this.repository
.fail(attempt, false)
.catch(() => undefined);
}
const next = pending ? await this.repository.pending(attempt) : null;
if (next) {
@@ -17,6 +17,10 @@ import {
ledgerRange,
planInvestmentScreen,
} from '../../investment-sync-plan';
import {
hourlyAttempt,
TbankSyncRepository,
} from '../../tbank-sync/tbank-sync.repository';
import { OperationErrorCode } from '../domain/operation-error-code';
import {
confirmedOperationRanges,
@@ -59,6 +63,7 @@ export class BrokerageOperationsService {
private readonly sync: BrokerageOperationsSyncService,
private readonly membership: TbankMembershipService,
private readonly config: ConfigService,
private readonly hourlySync: TbankSyncRepository,
) {}
async read(
@@ -135,52 +140,17 @@ export class BrokerageOperationsService {
? [{ accountId: source.accountId, from: source.from, to: source.to }]
: [],
);
if (query.sync !== 'observe') {
const discovery = await this.membership.request(
userId,
connection.revision,
);
if (discovery) {
void discovery.done
.then(async () => {
const current = await this.access.local(userId, accountId);
if (current.revision !== connection.revision) return;
const currentRange = ledgerRange(
query.from,
query.to,
query.instrumentUid,
current.accounts.filter(
(account) =>
accountId === 'all' || account.accountId === accountId,
),
now,
);
const targets = current.accounts
.filter(
(account) =>
accountId === 'all' || account.accountId === accountId,
)
.flatMap((account) =>
currentRange.from < currentRange.to
? [{ accountId: account.accountId, ...currentRange }]
: [],
);
await this.sync.readPlan(userId, targets, {
movingEnd,
history: true,
revision: connection.revision,
});
})
.catch(() => undefined);
} else if (intervals.length) {
await this.sync.readPlan(userId, intervals, {
movingEnd,
history: true,
revision: connection.revision,
});
}
// The ledger only starts the first-time load of missing intervals; the
// mutable tail belongs to the hourly walk and membership is not rechecked.
if (intervals.length) {
await this.sync.readPlan(userId, intervals, {
movingEnd,
history: true,
revision: connection.revision,
});
}
const saved = await this.repository.readPage(readInput);
const hourly = await this.hourlySync.hourly(userId);
const accounts = saved?.connection.accounts ?? [];
const targets = accounts.flatMap((account) =>
from < to
@@ -252,26 +222,10 @@ export class BrokerageOperationsService {
dataRevision: value.dataRevision,
availability: 'complete',
fetchedAt: value.fetchedAt,
freshForMs: tbankSourceTtlMs.metadata,
freshForMs: tbankSourceTtlMs.portfolio,
work: null,
}),
);
if (query.sync !== 'observe') {
const identities = new Map(
rows.map((row) => {
const identity = row.payload as TbankOperationItem;
return [
metadataKey(identity),
{ instrumentUid: identity.instrumentUid, figi: identity.figi },
] as const;
}),
);
for (const identity of identities.values()) {
if (!instruments.get(metadataKey(identity))?.fresh) {
await this.metadata.request(userId, connection.revision, identity);
}
}
}
const membershipMeta = investmentResourceMeta({
resourceKey: 'accounts/membership',
dataRevision: String(saved?.connection.membershipRevision ?? MISSING_MEMBERSHIP_REVISION),
@@ -295,6 +249,7 @@ export class BrokerageOperationsService {
? STALE_FRESHNESS_MS
: Number.POSITIVE_INFINITY,
work: work ?? saved?.membershipWork ?? null,
lastAttempt: hourlyAttempt(hourly, 'operations', accountId === 'all' ? undefined : accountId),
dependencies: [membershipMeta, ...metadataDependencies],
coverage: {
requested: targets.map(serialize),
@@ -346,7 +301,7 @@ export class BrokerageOperationsService {
const hasNext = Boolean(saved && saved.rows.length > limit);
return {
data:
meta.availability === 'missing'
meta.completeness === 'incomplete'
? null
: {
accountId,
@@ -71,7 +71,7 @@ describe('operation completeness and freshness', () => {
const asOf = new Date('2026-09-25T12:00:00Z');
const covered = { accountId: 'a', from, to: asOf, asOf, fetchedAt: asOf };
it.each([1, 299, 300])(
it.each([1, 3599, 3600])(
'preserves the observed complete end after %s seconds, separately from TTL',
(seconds) => {
const now = new Date(asOf.valueOf() + seconds * 1000);
@@ -85,10 +85,10 @@ describe('operation completeness and freshness', () => {
availability: 'complete',
asOf,
to: asOf,
stale: seconds >= 300,
stale: seconds >= 3600,
});
expect(plan.load).toEqual(
seconds >= 300 ? [{ accountId: 'a', from, to: now }] : [],
[],
);
},
);
@@ -128,7 +128,7 @@ export type OperationCoverage = OperationInterval & {
asOf: Date;
fetchedAt: Date;
};
const operationsFreshForMs = 300_000;
const operationsFreshForMs = 3_600_000;
export function planOperationRead(
requested: OperationInterval[],
@@ -188,8 +188,9 @@ export function planOperationRead(
.filter((row) => row.from < row.to),
fresh.map((row) => ({ ...row, instrumentUid: target.instrumentUid })),
).length > EMPTY_INTERVAL_COUNT;
// The mutable tail is owned by the hourly walk; reads only load what is
// missing, never re-verify complete or fresh intervals.
if (options.force) load.push(target);
else if (stale) load.push({ ...target, from: monthStart, to: now });
else load.push(...missing);
// Completeness is bounded by the observed end, never by the new wall clock.
return {
@@ -2,13 +2,14 @@ import { Module } from '@nestjs/common';
import { TbankModule } from '../../../integrations/tbank/tbank.module';
import { AuthModule } from '../../auth/auth.module';
import { TbankSyncRepositoryModule } from '../tbank-sync/tbank-sync-repository.module';
import { BrokerageOperationsSyncService } from './application/brokerage-operations-sync.service';
import { BrokerageOperationsService } from './application/brokerage-operations.service';
import { BrokerageOperationsRepository } from './infrastructure/brokerage-operations.repository';
import { BrokerageOperationsController } from './presentation/brokerage-operations.controller';
@Module({
imports: [AuthModule, TbankModule],
imports: [AuthModule, TbankModule, TbankSyncRepositoryModule],
controllers: [BrokerageOperationsController],
providers: [
BrokerageOperationsService,
@@ -15,10 +15,7 @@ import {
import { MoneyDto } from '../../../../common/money.dto';
import { AccountReferenceDto } from '../../account-reference.dto';
import {
InvestmentReadQueryDto,
InvestmentResourceMetaDto,
} from '../../investment-resource.dto';
import { InvestmentResourceMetaDto } from '../../investment-resource.dto';
const MIN_OPERATIONS_PAGE_SIZE = 1;
@@ -36,7 +33,7 @@ export const operationCategories = [
] as const;
export type OperationCategory = (typeof operationCategories)[number];
export class BrokerageOperationsQueryDto extends InvestmentReadQueryDto {
export class BrokerageOperationsQueryDto {
@ApiPropertyOptional({
format: 'uuid',
description:
@@ -2,6 +2,7 @@ import { Injectable } from '@nestjs/common';
import type { InvestmentResourceMetaDto } from '../../investment-resource.dto';
import { add, decimalFromString, formatDecimal } from '../../../../common/decimal';
import { investmentResourceMeta } from '../../investment-resource.mapper';
import {
ForecastRepository,
@@ -16,6 +17,7 @@ export class ForecastService {
async result<T extends object>(input: {
candidate?: T;
lastAttempt?: InvestmentResourceMetaDto['lastAttempt'];
membershipRevision: number;
portfolio: InvestmentResourceMetaDto;
revision: string;
@@ -72,22 +74,51 @@ export class ForecastService {
.map((dependency) => dependency.sync)
.find((sync) => sync.state === 'failed');
return {
data: stored ? (stored.payload as T) : null,
data: stored ? filterEvents(stored.payload as T, input.scopeKey) : null,
meta: investmentResourceMeta({
resourceKey: input.scopeKey,
dataRevision: String(stored?.dataRevision ?? MISSING_DATA_REVISION),
availability: stored
? 'complete'
: dependencies.some(
(dependency) => dependency.availability !== 'missing',
(dependency) => dependency.completeness === 'complete',
)
? 'partial'
: 'missing',
fetchedAt: first ? new Date(first) : null,
freshForMs: Number.POSITIVE_INFINITY,
work: work?.id ? { ...work, id: work.id } : null,
lastAttempt: input.lastAttempt,
dependencies,
}),
};
}
}
function filterEvents<T extends object>(payload: T, scopeKey: string): T {
if (!scopeKey.startsWith('events/')) return payload;
try {
const [, from, to] = JSON.parse(scopeKey.slice('events/'.length)) as [string, string, string];
const value = payload as T & {
events?: { date: string; projectedAmount?: { currency: string; value: string }; type: string }[];
incomeTotalsByCurrency?: { currency: string; value: string }[];
};
if (!value.events || !value.incomeTotalsByCurrency) return payload;
const events = value.events.filter((event) => event.date >= from && event.date <= to);
const totals = new Map<string, ReturnType<typeof decimalFromString>>();
for (const event of events) {
if (!['coupon', 'dividend'].includes(event.type) || !event.projectedAmount) continue;
const current = totals.get(event.projectedAmount.currency) ?? { value: 0n, scale: 0 };
totals.set(event.projectedAmount.currency, add(current, decimalFromString(event.projectedAmount.value)));
}
return {
...value,
events,
incomeTotalsByCurrency: [...totals]
.sort(([left], [right]) => left.localeCompare(right))
.map(([currency, amount]) => ({ currency, value: formatDecimal(amount) })),
};
} catch {
return payload;
}
}
@@ -26,6 +26,7 @@ describe('persistent portfolio projection', () => {
repository as never,
{ request: jest.fn().mockResolvedValue(null) } as never,
{ event: jest.fn() } as never,
{ hourly: jest.fn().mockResolvedValue(null) } as never,
);
access.local.mockResolvedValue({
revision: 'private',
@@ -40,6 +41,7 @@ describe('persistent portfolio projection', () => {
accounts: [],
work: [],
});
repository.publish.mockResolvedValue(true);
metadata.savedMany.mockResolvedValue(new Map());
metadata.request.mockResolvedValue(null);
});
@@ -95,7 +97,7 @@ describe('persistent portfolio projection', () => {
],
work: [],
});
await service.read('user', 'a');
await service.request('user', 'private', 'a');
for (
let index = 0;
index < 10 && !repository.publish.mock.calls.length;
@@ -189,10 +191,11 @@ describe('persistent portfolio projection', () => {
accounts: [account, { ...account, accountId: 'b', portfolio: null }],
work: [],
});
const partial = await service.read('user', 'all', true);
const partial = await service.read('user', 'all');
expect(partial.data).toBeNull();
expect(partial.meta.availability).toBe('partial');
const saved = await service.saved('user', 'all', true);
expect(partial.meta.availability).toBe('temporarily-unavailable');
expect(partial.meta.completeness).toBe('incomplete');
const saved = await service.saved('user', 'all');
expect(saved.accounts[0].snapshot?.totalsByCurrency).toEqual(
snapshot.totalsByCurrency,
);
@@ -210,7 +213,7 @@ describe('persistent portfolio projection', () => {
],
work: [],
});
const complete = await service.read('user', 'all', true);
const complete = await service.read('user', 'all');
expect(complete.data?.totalsByCurrency).toEqual([
{ currency: 'RUB', value: '2.000000002' },
]);
@@ -8,7 +8,6 @@ import { StructuredLogger } from '../../../../common/logging/structured-logger.s
import { isTbankErrorCode, TbankErrorCode } from '../../../../integrations/tbank/tbank-error-code';
import {
InstrumentMetadataService,
type MetadataIdentity,
metadataKey,
TbankAccessService,
TbankClient,
@@ -18,6 +17,10 @@ import {
tbankSourceTtlMs,
} from '../../../../integrations/tbank/tbank.api';
import { investmentResourceMeta } from '../../investment-resource.mapper';
import {
hourlyAttempt,
TbankSyncRepository,
} from '../../tbank-sync/tbank-sync.repository';
import { portfolioStructure } from '../domain/portfolio-structure';
import { sumMoneyByCurrency } from '../domain/portfolio-totals';
import {
@@ -29,6 +32,7 @@ import { mapPortfolio } from '../infrastructure/tbank-portfolio.mapper';
import { PortfolioDto } from '../presentation/portfolio.dto';
const MISSING_DATA_REVISION = 0;
const NO_ACCOUNTS = 0;
const membershipFreshForMs = tbankSourceTtlMs.membership;
@@ -45,50 +49,14 @@ export class PortfolioService {
private readonly repository: PortfolioRepository,
private readonly membership: TbankMembershipService,
private readonly logger: StructuredLogger,
private readonly sync: TbankSyncRepository,
) {}
async saved(userId: string, accountId: string, observe = false) {
// Local reads never start upstream work; the hourly walk owns refreshes.
async saved(userId: string, accountId: string) {
const connection = await this.access.local(userId, accountId);
if (!observe) {
const discovery = await this.membership.request(
userId,
connection.revision,
);
if (discovery) {
void discovery.done
.then(async () => {
const current = await this.access.local(userId, accountId);
if (current.revision !== connection.revision) return;
for (const account of current.accounts.filter(
(account) =>
accountId === 'all' || account.accountId === accountId,
)) {
await this.queueSnapshot(
userId,
current.revision,
account.accountId,
);
}
})
.catch(() =>
this.logger.event(
'warn',
'tbank.portfolio.discovery_not_available',
{ userId },
),
);
}
for (const account of (discovery ? [] : connection.accounts).filter(
(account) => accountId === 'all' || account.accountId === accountId,
)) {
await this.queueSnapshot(
userId,
connection.revision,
account.accountId,
);
}
}
const saved = await this.repository.read(userId, connection.revision);
const hourly = await this.sync.hourly(userId);
if (
saved?.membershipAt &&
accountId !== 'all' &&
@@ -96,26 +64,6 @@ export class PortfolioService {
) {
throw new NotFoundException();
}
if (!observe) {
const identities = new Map<string, MetadataIdentity>();
for (const account of (saved?.accounts ?? []).filter(
(account) => accountId === 'all' || account.accountId === accountId,
)) {
const snapshot = account.portfolio?.payload as unknown as
PortfolioDto | undefined;
for (const position of snapshot?.positions ?? []) {
identities.set(metadataKey(position), position);
}
}
const savedMetadata = await this.metadata.savedMany([
...identities.values(),
]);
for (const identity of identities.values()) {
if (!savedMetadata.get(metadataKey(identity))?.fresh) {
await this.metadata.request(userId, connection.revision, identity);
}
}
}
const membershipMeta = investmentResourceMeta({
resourceKey: 'accounts/membership',
dataRevision: String(saved?.membershipRevision ?? MISSING_DATA_REVISION),
@@ -123,8 +71,10 @@ export class PortfolioService {
fetchedAt: saved?.membershipAt ?? null,
freshForMs: membershipFreshForMs,
work: saved?.work.find((work) => work.scopeKey === 'membership') ?? null,
lastAttempt: hourlyAttempt(hourly, 'membership'),
});
return {
hourly,
membership: membershipMeta,
accounts: (saved?.accounts ?? [])
.filter(
@@ -154,16 +104,21 @@ export class PortfolioService {
saved?.work.find(
(work) => work.scopeKey === portfolioWorkKey(account.accountId),
) ?? null,
lastAttempt: hourlyAttempt(hourly, 'portfolio', account.accountId),
}),
})),
};
}
async read(userId: string, accountId: string, observe = false) {
const saved = await this.saved(userId, accountId, observe);
async read(userId: string, accountId: string) {
const { hourly, ...saved } = await this.saved(userId, accountId);
const missing =
saved.membership.availability === 'missing' ||
saved.accounts.some((account) => !account.snapshot);
saved.membership.completeness === 'incomplete' ||
(saved.accounts.length > NO_ACCOUNTS && saved.accounts.some((account) => !account.snapshot));
const available =
!missing &&
(saved.membership.availability === 'available' ||
saved.accounts.some((account) => account.snapshot));
const metadata = await this.metadata.savedMany(
saved.accounts.flatMap((account) => account.snapshot?.positions ?? []),
);
@@ -176,7 +131,7 @@ export class PortfolioService {
dataRevision: source.dataRevision,
availability: 'complete',
fetchedAt: source.fetchedAt,
freshForMs: tbankSourceTtlMs.metadata,
freshForMs: portfolioFreshForMs,
work: null,
}),
]
@@ -212,6 +167,11 @@ export class PortfolioService {
]
: [],
);
let availability: 'available' | 'complete' | 'missing' | 'partial';
if (available) availability = 'available';
else if (!missing) availability = 'complete';
else if (portfolios.length > NO_ACCOUNTS) availability = 'partial';
else availability = 'missing';
const lastSuccessfulAt =
// 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.
portfolios.map((portfolio) => portfolio.lastSuccessfulAt).sort()[0] ??
@@ -255,16 +215,13 @@ export class PortfolioService {
]),
metadataDependencies.map((dependency) => dependency.dataRevision),
]),
availability: missing
? portfolios.length
? 'partial'
: 'missing'
: 'complete',
availability,
fetchedAt: lastSuccessfulAt ? new Date(lastSuccessfulAt) : null,
freshForMs: portfolios.length
? portfolioFreshForMs
: membershipFreshForMs,
work: work.id ? { ...work, id: work.id } : null,
lastAttempt: hourlyAttempt(hourly, 'portfolio', accountId === 'all' ? undefined : accountId),
dependencies: [
saved.membership,
...saved.accounts.map((account) => account.meta),
@@ -51,11 +51,32 @@ export class ForecastRepository {
const previous = await tx.tbankForecast.findUnique({
where: { userId_revision_scopeKey: key },
});
const requestedWindow = eventsWindow(input.scopeKey);
const saved = previous ?? (requestedWindow
? (
await tx.tbankForecast.findMany({
where: {
...owner,
scopeKey: { startsWith: 'events/' },
membershipRevision: input.membershipRevision,
},
})
).find((forecast) => {
const window = eventsWindow(forecast.scopeKey);
return (
window &&
window.accountId === requestedWindow.accountId &&
window.from <= requestedWindow.to &&
requestedWindow.from <= window.to
);
})
: null);
const fallback =
previous?.membershipRevision === input.membershipRevision
? previous
saved?.membershipRevision === input.membershipRevision
? saved
: null;
if (!input.candidate) return fallback;
if (!previous && fallback) return fallback;
const portfolios = await tx.tbankPortfolio.findMany({
where: {
...owner,
@@ -154,3 +175,13 @@ export class ForecastRepository {
});
}
}
function eventsWindow(scopeKey: string) {
if (!scopeKey.startsWith('events/')) return null;
try {
const [accountId, from, to] = JSON.parse(scopeKey.slice('events/'.length)) as [string, string, string];
return { accountId, from, to };
} catch {
return null;
}
}
@@ -69,17 +69,23 @@ export class PortfolioRepository {
const snapshot = await tx.tbankPortfolio.findUnique({
where: { userId_revision_accountId: { userId, revision, accountId } },
});
const portfolioWorkScope = {
userId,
revision,
scopeKey: portfolioWorkKey(accountId),
};
const previous = await tx.tbankSyncWork.findUnique({
where: { userId_revision_scopeKey: portfolioWorkScope },
});
if (
!force &&
snapshot &&
!tbankSourceNeedsRefresh('portfolio', snapshot.fetchedAt, new Date())
!tbankSourceNeedsRefresh('portfolio', snapshot.fetchedAt, new Date()) &&
previous?.state !== 'failed'
) {
return null;
}
const scope = { userId, revision, scopeKey: portfolioWorkKey(accountId) };
const previous = await tx.tbankSyncWork.findUnique({
where: { userId_revision_scopeKey: scope },
});
const scope = portfolioWorkScope;
if (
previous?.state === 'running' &&
previous.processRunId === processRunId &&
@@ -139,6 +145,41 @@ export class PortfolioRepository {
create: { ...scope, ...data },
update: { ...data, dataRevision: { increment: 1 } },
});
// Value history points require a fully valued snapshot; the attempt
// identity deduplicates repeated or late publications of one attempt.
if (
snapshot.totalsByCurrency.length > Number.MIN_VALUE &&
snapshot.positions.every((position) => position.currentValue !== null)
) {
await tx.tbankPortfolioValueHistory.upsert({
where: {
userId_accountId: { userId: attempt.userId, accountId },
},
create: { userId: attempt.userId, accountId },
update: { deletedAt: null },
});
for (const { currency, value } of snapshot.totalsByCurrency) {
await tx.tbankPortfolioValuePoint.upsert({
where: {
userId_accountId_attemptId_currency: {
userId: attempt.userId,
accountId,
attemptId: attempt.attemptId,
currency,
},
},
create: {
userId: attempt.userId,
accountId,
attemptId: attempt.attemptId,
currency,
value,
capturedAt: data.fetchedAt,
},
update: {},
});
}
}
return true;
});
}
@@ -2,6 +2,7 @@ import { Module } from '@nestjs/common';
import { TbankModule } from '../../../integrations/tbank/tbank.module';
import { AuthModule } from '../../auth/auth.module';
import { TbankSyncRepositoryModule } from '../tbank-sync/tbank-sync-repository.module';
import { ForecastService } from './application/forecast.service';
import { PortfolioService } from './application/portfolio.service';
import { ForecastRepository } from './infrastructure/forecast.repository';
@@ -9,7 +10,7 @@ import { PortfolioRepository } from './infrastructure/portfolio.repository';
import { PortfolioController } from './presentation/portfolio.controller';
@Module({
imports: [AuthModule, TbankModule],
imports: [AuthModule, TbankModule, TbankSyncRepositoryModule],
controllers: [PortfolioController],
providers: [
PortfolioService,
@@ -1,11 +1,10 @@
import type { Request } from 'express';
import { Controller, Get, Param, Query, Req, UseGuards } from '@nestjs/common';
import { Controller, Get, Param, Req, UseGuards } from '@nestjs/common';
import { ApiBearerAuth, ApiOkResponse, ApiTags } from '@nestjs/swagger';
import { ApiProblemResponses } from '../../../../common/decorators/api-safe-error-response.decorator';
import { AccessPayload, JwtAuthGuard } from '../../../auth/auth.api';
import { InvestmentReadQueryDto } from '../../investment-resource.dto';
import { PortfolioService } from '../application/portfolio.service';
import { PortfolioResourceDto } from './portfolio.dto';
@@ -19,15 +18,8 @@ export class PortfolioController {
@Get('all/portfolio')
@ApiOkResponse({ type: PortfolioResourceDto })
all(
@Req() request: Request & { user: AccessPayload },
@Query() query: InvestmentReadQueryDto,
) {
return this.portfolio.read(
request.user.sub,
'all',
query.sync === 'observe',
);
all(@Req() request: Request & { user: AccessPayload }) {
return this.portfolio.read(request.user.sub, 'all');
}
@Get(':accountId/portfolio')
@@ -35,12 +27,7 @@ export class PortfolioController {
get(
@Req() request: Request & { user: AccessPayload },
@Param('accountId') accountId: string,
@Query() query: InvestmentReadQueryDto,
) {
return this.portfolio.read(
request.user.sub,
accountId,
query.sync === 'observe',
);
return this.portfolio.read(request.user.sub, accountId);
}
}
@@ -2,11 +2,12 @@ import { Module } from '@nestjs/common';
import { TbankModule } from '../../../integrations/tbank/tbank.module';
import { AuthModule } from '../../auth/auth.module';
import { TbankSyncModule } from '../tbank-sync/tbank-sync.module';
import { TbankConnectionController } from './tbank-connection.controller';
import { TbankConnectionService } from './tbank-connection.service';
@Module({
imports: [AuthModule, TbankModule],
imports: [AuthModule, TbankModule, TbankSyncModule],
controllers: [TbankConnectionController],
providers: [TbankConnectionService],
})
@@ -35,11 +35,22 @@ export class TbankConnectionService {
this.tbank.validateToken(token),
);
const encryptedToken = this.tokens.encrypt(token);
const confirmed = supportedTbankAccounts(accounts).map(({ id }) => id);
const connection = await this.prisma.$transaction(async (tx) => {
// Cascade old private data and attempts in the same transaction that
// publishes the validated membership and the new connection revision.
await tx.tbankConnection.deleteMany({ where: { userId } });
const now = new Date();
// Value history survives token replacement but is visible only for
// accounts confirmed by the new token.
await tx.tbankPortfolioValueHistory.updateMany({
where: { userId, accountId: { in: confirmed } },
data: { deletedAt: null },
});
await tx.tbankPortfolioValueHistory.updateMany({
where: { userId, accountId: { notIn: confirmed }, deletedAt: null },
data: { deletedAt: now },
});
return tx.tbankConnection.create({
data: {
userId,
@@ -66,6 +77,14 @@ export class TbankConnectionService {
}
async delete(userId: string): Promise<void> {
await this.prisma.tbankConnection.deleteMany({ where: { userId } });
await this.prisma.$transaction(async (tx) => {
await tx.tbankConnection.deleteMany({ where: { userId } });
// History stays stored but hidden until a new connection reconfirms
// the same account.
await tx.tbankPortfolioValueHistory.updateMany({
where: { userId, deletedAt: null },
data: { deletedAt: new Date() },
});
});
}
}
@@ -0,0 +1,415 @@
import { Injectable, OnModuleDestroy, OnModuleInit } from '@nestjs/common';
import { randomUUID } from 'node:crypto';
import { StructuredLogger } from '../../../common/logging/structured-logger.service';
import { TbankErrorCode } from '../../../integrations/tbank/tbank-error-code';
import {
TbankAccessService,
TbankMembershipService,
type TbankSyncAttempt,
} from '../../../integrations/tbank/tbank.api';
import { PrismaService } from '../../../prisma/prisma.service';
import { BrokerageOperationsSyncService } from '../operations/operations.api';
import { PortfolioService } from '../portfolio/portfolio.api';
import { UpcomingEventsService } from '../upcoming-events/upcoming-events.service';
import {
HOURLY_CAUSE_INTERRUPTED,
type HourlyCause,
type HourlyChild,
type HourlySection,
TbankSyncRepository,
} from './tbank-sync.repository';
const HOUR_MS = 3_600_000;
const TICK_MS = 60_000;
const WORK_POLL_MS = 100;
const WORK_POLL_BACKOFF_FACTOR = 2;
const WORK_POLL_MAX_MS = 5_000;
// ponytail: fixed 15-minute step wait bound (900_000 ms), no config knob;
// make it configurable if slow steps become regular.
const WORK_WAIT_BOUND_MS = 900_000;
// An await that outlived WORK_WAIT_BOUND_MS. The underlying call keeps
// running; its late durable result is fenced like any other late publication.
const BOUND_EXPIRED = Symbol('hourly-bound-expired');
const FIRST_DAY_OF_MONTH = 1;
const NO_MILLISECONDS = 0;
type DispatchStep = (child: HourlyChild) => Promise<void>;
type Accounts = Awaited<ReturnType<TbankAccessService['local']>>['accounts'];
// One native timer per process. The timer only proposes work; the durable
// reservation in TbankSyncRepository is the fence that keeps a single
// attempt per connection. The deployment runs a single backend process.
// ponytail: no inter-process lease; add one before scaling past one process.
@Injectable()
export class TbankHourlyScheduler implements OnModuleDestroy, OnModuleInit {
private readonly processRunId = randomUUID();
// Attempt ids of walks currently executing in this process; a running row
// outside this set lost its settle and is closed by recovery.
private readonly active = new Set<string>();
private timer: NodeJS.Timeout | null = null;
private ticking = false;
constructor(
private readonly prisma: PrismaService,
private readonly repository: TbankSyncRepository,
private readonly access: TbankAccessService,
private readonly membership: TbankMembershipService,
private readonly portfolio: PortfolioService,
private readonly operations: BrokerageOperationsSyncService,
private readonly events: UpcomingEventsService,
private readonly logger: StructuredLogger,
) {}
onModuleInit() {
this.timer = setInterval(() => void this.tick(), TICK_MS);
}
onModuleDestroy() {
if (this.timer) clearInterval(this.timer);
}
async tick() {
if (this.ticking) return;
this.ticking = true;
try {
const connections = await this.prisma.tbankConnection.findMany({
where: { invalidToken: false },
select: { userId: true },
});
for (const { userId } of connections) {
await this.launch(userId);
}
} catch {
// A failed tick only delays the proposal until the next tick.
} finally {
this.ticking = false;
}
}
// A fresh connection starts its first walk immediately, regardless of the
// previous term of the replaced connection.
private async launch(userId: string) {
await this.recoverAbandoned(userId);
const reserved = await this.repository.reserveHourly(
userId,
this.processRunId,
HOUR_MS,
);
if (!reserved) return null;
const { userId: owner, revision, id, attemptId } = reserved.work;
setImmediate(() => {
void this.walk({ userId: owner, revision, id, attemptId });
});
return reserved.work;
}
// A running hourly row of this process that has no active walk lost its
// settle (suppressed persistence error). Close it from its durable step
// results; rows of other processes are closed by the reservation restart
// branch. Rides the existing tick: no new timers or sanitors.
private async recoverAbandoned(userId: string) {
const rows = await this.repository.runningHourly(userId);
for (const row of rows) {
if (row.processRunId !== this.processRunId) continue;
if (this.active.has(row.attemptId)) continue;
await this.repository
.settleHourly(
{
userId,
revision: row.revision,
id: row.id,
attemptId: row.attemptId,
},
HOURLY_CAUSE_INTERRUPTED,
)
.catch(() => undefined);
}
}
// One membership pass, then the owners refresh their own datasets. The
// walk publishes only safe section results and holds no transaction or
// upstream call inside one. The attempt outcome is derived from durable
// step rows by the repository, never from walk-local state.
private async walk(attempt: TbankSyncAttempt) {
this.active.add(attempt.attemptId);
try {
const { userId, revision } = attempt;
const children: HourlyChild[] = [];
// Required sections whose dispatch failed never get a durable step
// row; they are recorded as problems so the attempt cannot succeed.
const dispatchProblems: HourlySection[] = [];
const dispatch: DispatchStep = async (child) => {
children.push(child);
await this.repository.recordHourlyChild(attempt, child);
};
const accounts = await this.refreshMembership(
attempt,
dispatch,
dispatchProblems,
);
if (!accounts) return;
await this.refreshAccounts(
userId,
revision,
accounts,
dispatch,
dispatchProblems,
);
await this.waitWorks(userId, children.map((child) => child.id));
for (const account of accounts) {
const pending = this.events
.get(userId, account.accountId)
.catch(() => undefined);
await this.withBound(pending);
}
await this.settle(attempt, null, dispatchProblems);
} catch {
await this.settle(attempt, HOURLY_CAUSE_INTERRUPTED);
} finally {
this.active.delete(attempt.attemptId);
}
}
// Returns the current accounts, or null when the attempt is already
// settled (invalid token or a replaced connection revision).
private async refreshMembership(
attempt: TbankSyncAttempt,
dispatch: DispatchStep,
dispatchProblems: HourlySection[],
) {
const { userId, revision } = attempt;
const member = await this.withBound(
this.membership.request(userId, revision, true),
);
if (member && member !== BOUND_EXPIRED) {
await dispatch({ id: member.id, section: 'membership' });
const done = await this.withBound(member.done);
if (
done !== BOUND_EXPIRED &&
(await this.repository.workError(userId, member.id)) ===
TbankErrorCode.InvalidToken
) {
await this.settle(attempt);
return null;
}
} else {
// No durable step id (rejected request or an expired wait): record the
// observable problem; a late row stays fenced by its durable attempt id.
dispatchProblems.push({
section: 'membership',
errorCode: TbankErrorCode.Unavailable,
});
}
const current = await this.withBound(this.access.local(userId));
if (current === BOUND_EXPIRED || current.revision !== revision) {
await this.settle(attempt, HOURLY_CAUSE_INTERRUPTED);
return null;
}
return current.accounts;
}
// Races a step await against the same per-step bound the row wait uses, so
// a dispatch that never resolves cannot hold the attempt running forever.
// The call itself is not cancelled; a rejection landing after the expiry is
// swallowed here because the expiry already accounts the step as a problem.
private withBound<T>(step: Promise<T>): Promise<T | typeof BOUND_EXPIRED> {
step.catch(() => undefined);
return new Promise<T | typeof BOUND_EXPIRED>((resolve, reject) => {
const timer = setTimeout(
() => resolve(BOUND_EXPIRED),
WORK_WAIT_BOUND_MS,
);
step.then(
(value) => {
clearTimeout(timer);
resolve(value);
},
(error: unknown) => {
clearTimeout(timer);
reject(error instanceof Error ? error : new Error(String(error)));
},
);
});
}
private async refreshAccounts(
userId: string,
revision: string,
accounts: Accounts,
dispatch: DispatchStep,
dispatchProblems: HourlySection[],
) {
for (const account of accounts) {
await this.dispatchPortfolio(
userId,
revision,
account.accountId,
dispatch,
dispatchProblems,
);
}
for (const account of accounts) {
await this.dispatchOperations(
userId,
revision,
account.accountId,
dispatch,
dispatchProblems,
);
}
for (const account of accounts) {
await this.dispatchEvents(
userId,
account.accountId,
dispatch,
dispatchProblems,
);
}
}
private async dispatchPortfolio(
userId: string,
revision: string,
accountId: string,
dispatch: DispatchStep,
dispatchProblems: HourlySection[],
) {
try {
const work = await this.withBound(
this.portfolio.request(userId, revision, accountId, true),
);
if (work && work !== BOUND_EXPIRED) {
await dispatch({ accountId, id: work.id, section: 'portfolio' });
return;
}
} catch {
// A failed dispatch has no durable step row; record the problem.
}
dispatchProblems.push({
accountId,
errorCode: TbankErrorCode.Unavailable,
section: 'portfolio',
});
}
private async dispatchOperations(
userId: string,
revision: string,
accountId: string,
dispatch: DispatchStep,
dispatchProblems: HourlySection[],
) {
try {
const id = await this.withBound(
this.operations.request(
userId,
[
{
accountId,
from: monthStartOf(new Date()),
to: new Date(),
},
],
true,
'screen',
revision,
),
);
if (id && id !== BOUND_EXPIRED) {
await dispatch({ accountId, id, section: 'operations' });
return;
}
} catch {
// A failed dispatch has no durable step row; record the problem.
}
dispatchProblems.push({
accountId,
errorCode: TbankErrorCode.Unavailable,
section: 'operations',
});
}
private async dispatchEvents(
userId: string,
accountId: string,
dispatch: DispatchStep,
dispatchProblems: HourlySection[],
) {
try {
const ids = await this.withBound(this.events.refresh(userId, accountId));
if (ids !== BOUND_EXPIRED) {
for (const id of ids) {
await dispatch({ accountId, id, section: 'events' });
}
return;
}
} catch {
// A failed dispatch has no durable step row; record the problem.
}
dispatchProblems.push({
accountId,
errorCode: TbankErrorCode.Unavailable,
section: 'events',
});
}
private async settle(
attempt: TbankSyncAttempt,
cause: HourlyCause | null = null,
dispatchProblems: HourlySection[] = [],
) {
// A suppressed settle error is not lost: the walk leaves the active set
// and the next tick closes the attempt from its durable step results.
await this.repository
.settleHourly(attempt, cause, dispatchProblems)
.catch(() => {
this.logger.event('error', 'tbank.hourly.settle_failed', {
userId: attempt.userId,
});
return undefined;
});
}
// Drops settled and missing rows from the wait set and expires waits that
// passed the per-step bound.
private advanceWaiting(
waiting: Map<string, number>,
rows: { id: string; state: string }[],
) {
for (const row of rows) {
if (row.state !== 'running') waiting.delete(row.id);
}
for (const id of [...waiting.keys()]) {
if (!rows.some((row) => row.id === id)) {
waiting.delete(id);
continue;
}
const startedAt = waiting.get(id) ?? NO_MILLISECONDS;
if (Date.now() - startedAt >= WORK_WAIT_BOUND_MS) waiting.delete(id);
}
}
// Waits for every dispatched step to leave the running state. Each wait is
// bounded so a stuck step cannot hold the attempt running forever; the
// bound does not cancel the upstream call, and late results stay in the
// step row where the attempt fence decides whether they count.
private async waitWorks(userId: string, ids: string[]) {
const waiting = new Map(ids.map((id) => [id, Date.now()]));
let pollMs = WORK_POLL_MS;
while (waiting.size) {
const rows = await this.repository.works(userId, [...waiting.keys()]);
this.advanceWaiting(waiting, rows);
if (waiting.size) {
await new Promise((resolve) => setTimeout(resolve, pollMs));
pollMs = Math.min(pollMs * WORK_POLL_BACKOFF_FACTOR, WORK_POLL_MAX_MS);
}
}
}
}
function monthStartOf(now: Date) {
return new Date(
Date.UTC(now.getUTCFullYear(), now.getUTCMonth(), FIRST_DAY_OF_MONTH),
);
}
@@ -0,0 +1,9 @@
import { Module } from '@nestjs/common';
import { TbankSyncRepository } from './tbank-sync.repository';
@Module({
providers: [TbankSyncRepository],
exports: [TbankSyncRepository],
})
export class TbankSyncRepositoryModule {}
@@ -1,22 +1,8 @@
import type { Request } from 'express';
import { Controller, Get, Param, Req, UseGuards } from '@nestjs/common';
import {
BadRequestException,
Body,
Controller,
Get,
HttpCode,
HttpStatus,
Param,
Post,
Req,
UseGuards,
ValidationPipe,
} from '@nestjs/common';
import {
ApiAcceptedResponse,
ApiBearerAuth,
ApiBody,
ApiExtraModels,
ApiOkResponse,
ApiTags,
@@ -27,9 +13,6 @@ import { AccessPayload, JwtAuthGuard } from '../../auth/auth.api';
import {
EventsInvestmentScreenDto,
IncomeInvestmentScreenDto,
InvestmentScreenDto,
investmentScreenSchema,
TbankSyncAcceptedDto,
TbankSyncStatusDto,
TimestampInvestmentScreenDto,
} from './tbank-sync.dto';
@@ -37,9 +20,10 @@ import { TbankSyncService } from './tbank-sync.service';
@ApiTags('tbank-sync')
@ApiExtraModels(
IncomeInvestmentScreenDto,
EventsInvestmentScreenDto,
IncomeInvestmentScreenDto,
TimestampInvestmentScreenDto,
TbankSyncStatusDto,
)
@ApiProblemResponses()
@ApiBearerAuth()
@@ -47,28 +31,6 @@ import { TbankSyncService } from './tbank-sync.service';
@Controller('tbank-sync')
export class TbankSyncController {
constructor(private readonly sync: TbankSyncService) {}
@Post()
@HttpCode(HttpStatus.ACCEPTED)
@ApiBody({ schema: investmentScreenSchema })
@ApiAcceptedResponse({ type: TbankSyncAcceptedDto })
request(
@Req() request: Request & { user: AccessPayload },
@Body(
new ValidationPipe({
forbidUnknownValues: true,
expectedType: InvestmentScreenDto,
transform: true,
whitelist: true,
forbidNonWhitelisted: true,
validationError: { target: false, value: false },
exceptionFactory: (message) => new BadRequestException({ message }),
}),
)
input: unknown,
) {
return this.sync.request(request.user.sub, input as InvestmentScreenDto);
}
@Get(':id')
@ApiOkResponse({ type: TbankSyncStatusDto })
status(
@@ -22,6 +22,7 @@ import {
} from 'class-validator';
import { MAX_INSTRUMENT_QUERY_LENGTH, MIN_INSTRUMENT_QUERY_LENGTH } from '../instrument-query';
import { InvestmentAttemptProblemDto } from '../investment-resource.dto';
import { operationCategories } from '../operations/operations.api';
const MIN_ACCOUNT_ID_LENGTH = 1;
@@ -227,3 +228,46 @@ export class TbankSyncStatusDto {
@ApiProperty({ type: String, nullable: true }) declare errorCode:
null | string;
}
export class HourlySyncSectionDto {
@ApiProperty({ enum: ['membership', 'portfolio', 'operations', 'events'] })
declare section: 'events' | 'membership' | 'operations' | 'portfolio';
@ApiPropertyOptional({
type: String,
nullable: false,
description: 'Account identifier of the problematic section, when scoped.',
})
declare accountId?: string;
@ApiProperty({
type: String,
nullable: true,
description:
'Safe error code of the failed section. No tokens or upstream payloads.',
})
declare errorCode: null | string;
}
export class HourlySyncStatusDto {
@ApiProperty({
enum: ['running', 'succeeded', 'partial', 'failed', 'cancelled'],
description:
'Last hourly walk state. Cancelled means an interrupted attempt; its start still delays the next term.',
})
declare state:
| 'cancelled' |
'failed' |
'partial' |
'running' |
'succeeded';
@ApiProperty({ format: 'date-time' })
declare startedAt: string;
@ApiProperty({ type: String, nullable: true, format: 'date-time' })
declare finishedAt: null | string;
@ApiProperty({ type: InvestmentAttemptProblemDto, isArray: true })
declare problems: InvestmentAttemptProblemDto[];
}
@@ -5,8 +5,10 @@ import { AuthModule } from '../../auth/auth.module';
import { InstrumentSourcesModule } from '../instruments/instrument-sources.module';
import { OperationsModule } from '../operations/operations.module';
import { PortfolioModule } from '../portfolio/portfolio.module';
import { UpcomingEventsModule } from '../upcoming-events/upcoming-events.module';
import { TbankHourlyScheduler } from './tbank-hourly.scheduler';
import { TbankSyncRepositoryModule } from './tbank-sync-repository.module';
import { TbankSyncController } from './tbank-sync.controller';
import { TbankSyncRepository } from './tbank-sync.repository';
import { TbankSyncService } from './tbank-sync.service';
@Module({
imports: [
@@ -15,8 +17,11 @@ import { TbankSyncService } from './tbank-sync.service';
PortfolioModule,
OperationsModule,
InstrumentSourcesModule,
UpcomingEventsModule,
TbankSyncRepositoryModule,
],
controllers: [TbankSyncController],
providers: [TbankSyncService, TbankSyncRepository],
providers: [TbankSyncService, TbankHourlyScheduler],
exports: [TbankHourlyScheduler],
})
export class TbankSyncModule {}
@@ -3,6 +3,7 @@ import { randomUUID } from 'node:crypto';
import type { Prisma } from '../../../../generated/prisma/client';
import type { TbankSyncAttempt } from '../../../integrations/tbank/tbank.api';
import type { InvestmentAttemptDto } from '../investment-resource.dto';
import type { InvestmentScreenDto } from './tbank-sync.dto';
import { PrismaService } from '../../../prisma/prisma.service';
@@ -12,6 +13,61 @@ export type ScreenProgress = {
children: string[];
dispatched: boolean;
};
export type HourlySection = {
accountId?: string;
errorCode: null | string;
section: 'events' | 'membership' | 'operations' | 'portfolio';
};
export type HourlyChild = {
accountId?: string;
id: string;
section: HourlySection['section'];
};
export const HOURLY_CAUSE_DEADLINE = 'DEADLINE';
export const HOURLY_CAUSE_INTERRUPTED = 'INTERRUPTED';
export type HourlyCause = typeof HOURLY_CAUSE_INTERRUPTED;
type StepOutcome = { problem?: HourlySection; success: boolean };
type StepRow = { attemptId: string; errorCode: null | string; state: string };
export type HourlyProgress = {
attempts?: Record<string, string>;
children?: HourlyChild[];
result?: 'failed' | 'partial' | 'succeeded';
sections: HourlySection[];
};
type HourlyAttempt = {
finishedAt: Date | null;
sections: HourlySection[];
startedAt: Date;
state: 'cancelled' | 'failed' | 'partial' | 'running' | 'succeeded';
};
export function hourlyAttempt(
hourly: HourlyAttempt | null,
section: HourlySection['section'],
accountId?: string,
): InvestmentAttemptDto {
if (!hourly) {
return { state: 'none', startedAt: null, finishedAt: null, problems: [] };
}
const problems = hourly.sections
.filter(
(entry) =>
entry.section === section &&
(accountId === undefined || entry.accountId === accountId),
)
.map((entry) => ({
section: entry.section,
accountId: entry.accountId ?? null,
errorCode: entry.errorCode,
}));
return {
state: hourly.state === 'cancelled' ? 'failed' : hourly.state,
startedAt: hourly.startedAt.toISOString(),
finishedAt: hourly.finishedAt?.toISOString() ?? null,
problems,
};
}
@Injectable()
export class TbankSyncRepository {
constructor(private readonly prisma: PrismaService) {}
@@ -123,4 +179,238 @@ export class TbankSyncRepository {
});
});
}
// The timer only proposes work; this reservation is the durable fence. The
// attempt start (createdAt) is the basis of the next hourly term, including
// failed and interrupted attempts.
reserveHourly(userId: string, runId: string, hourMs: number) {
return this.prisma.$transaction(async (tx) => {
const connection = await tx.tbankConnection.findFirst({
where: { userId, invalidToken: false },
select: { revision: true },
});
if (!connection) return null;
const key = {
userId,
revision: connection.revision,
scopeKey: 'hourly',
};
const previous = await tx.tbankSyncWork.findUnique({
where: { userId_revision_scopeKey: key },
});
const now = new Date();
if (previous) {
const due = now.valueOf() - previous.createdAt.valueOf() >= hourMs;
if (previous.state === 'running') {
if (previous.processRunId === runId) return null;
// A dead process cannot finish its attempt; close it from its
// actual step results, but its start stays the basis of the next
// term.
await this.closeHourly(tx, previous, 'INTERRUPTED', []);
if (!due) return null;
} else if (!due) return null;
}
const data = {
attemptId: randomUUID(),
processRunId: runId,
state: 'running',
priority: 0,
intent: JSON.parse(
JSON.stringify({ source: 'hourly' }),
) as Prisma.InputJsonObject,
progress: { sections: [] } as unknown as Prisma.InputJsonValue,
errorCode: null,
};
const work = await tx.tbankSyncWork.upsert({
where: { userId_revision_scopeKey: key },
create: { ...key, ...data, id: randomUUID() },
update: { ...data, createdAt: now },
});
return { work, launch: true };
});
}
private classifyStep(
child: HourlyChild,
row: StepRow | undefined,
recorded: string | undefined,
cause: HourlyCause | null,
): StepOutcome {
if (row && row.attemptId === recorded && row.state === 'complete') {
return { success: true };
}
const stale = !row || (recorded !== undefined && row.attemptId !== recorded);
let errorCode: null | string = null;
if (!stale && row.state === 'failed') errorCode = row.errorCode;
else if (!stale && cause === HOURLY_CAUSE_INTERRUPTED) {
errorCode = HOURLY_CAUSE_INTERRUPTED;
} else if (!stale) errorCode = HOURLY_CAUSE_DEADLINE;
return {
problem: { accountId: child.accountId, errorCode, section: child.section },
success: false,
};
}
private deriveResult(
cause: HourlyCause | null,
sections: HourlySection[],
successes: number,
): 'failed' | 'partial' | 'succeeded' {
if (!cause && !sections.length) return 'succeeded';
return successes ? 'partial' : 'failed';
}
// The outcome is derived from the durable state of the dispatched steps,
// never from an in-memory error list that an exception path can empty.
// `cause` marks a close before normal completion and caps the result at
// `partial`; `dispatchProblems` records required sections that never got a
// durable step row because their dispatch failed.
private async closeHourly(
tx: Prisma.TransactionClient,
work: {
attemptId: string;
id: string;
progress: Prisma.JsonValue;
revision: string;
userId: string;
},
cause: HourlyCause | null,
dispatchProblems: HourlySection[],
) {
const progress = work.progress as HourlyProgress;
const children = progress.children ?? [];
const rows = children.length
? await tx.tbankSyncWork.findMany({
where: {
userId: work.userId,
id: { in: children.map((child) => child.id) },
},
select: { attemptId: true, errorCode: true, id: true, state: true },
})
: [];
const byId = new Map(rows.map((row) => [row.id, row]));
const outcomes = children.map((child) =>
this.classifyStep(
child,
byId.get(child.id),
progress.attempts?.[child.id],
cause,
),
);
const sections = outcomes
.flatMap((outcome) => (outcome.problem ? [outcome.problem] : []))
.concat(dispatchProblems);
const successes = outcomes.filter((outcome) => outcome.success).length;
const result = this.deriveResult(cause, sections, successes);
return tx.tbankSyncWork.updateMany({
where: { id: work.id, attemptId: work.attemptId, state: 'running' },
data: {
state: result === 'failed' ? 'failed' : 'complete',
errorCode:
cause ??
sections.find((section) => section.errorCode)?.errorCode ??
null,
progress: {
attempts: progress.attempts ?? {},
children,
result,
sections,
},
},
});
}
async settleHourly(
attempt: TbankSyncAttempt,
cause: HourlyCause | null = null,
dispatchProblems: HourlySection[] = [],
) {
return this.prisma.$transaction(async (tx) => {
const work = await tx.tbankSyncWork.findFirst({ where: attempt });
if (!work || work.state !== 'running') return { count: 0 };
return this.closeHourly(tx, work, cause, dispatchProblems);
});
}
// Records a dispatched step on the attempt before it is awaited, so a lost
// walk can still derive its outcome from durable rows.
async recordHourlyChild(attempt: TbankSyncAttempt, child: HourlyChild) {
return this.prisma.$transaction(async (tx) => {
const work = await tx.tbankSyncWork.findFirst({
where: { ...attempt, state: 'running' },
select: { progress: true },
});
if (!work) return false;
const progress = work.progress as HourlyProgress;
const row = await tx.tbankSyncWork.findFirst({
where: { userId: attempt.userId, id: child.id },
select: { attemptId: true },
});
const updated = await tx.tbankSyncWork.updateMany({
where: { ...attempt, state: 'running' },
data: {
progress: {
attempts: {
...progress.attempts,
...(row ? { [child.id]: row.attemptId } : {}),
},
children: [...(progress.children ?? []), child],
sections: progress.sections ?? [],
},
},
});
return Boolean(updated.count);
});
}
runningHourly(userId: string) {
return this.prisma.tbankSyncWork.findMany({
where: { userId, scopeKey: 'hourly', state: 'running' },
select: { attemptId: true, id: true, processRunId: true, revision: true },
});
}
async hourly(userId: string) {
const connection = await this.prisma.tbankConnection.findFirst({
where: { userId },
select: { revision: true, invalidToken: true },
});
if (!connection || connection.invalidToken) return null;
const work = await this.prisma.tbankSyncWork.findUnique({
where: {
userId_revision_scopeKey: {
userId,
revision: connection.revision,
scopeKey: 'hourly',
},
},
});
if (!work) return null;
const progress = work.progress as HourlyProgress;
let state: 'cancelled' | 'running' | HourlyProgress['result'];
if (work.state === 'running') state = 'running';
else if (work.state === 'cancelled') state = 'cancelled';
else state = progress.result ?? 'failed';
return {
startedAt: work.createdAt,
finishedAt: work.state === 'running' ? null : work.updatedAt,
state,
sections: progress.sections ?? [],
};
}
works(userId: string, ids: string[]) {
return this.prisma.tbankSyncWork.findMany({
where: { userId, id: { in: ids } },
select: { id: true, state: true, errorCode: true },
});
}
async workError(userId: string, id: string) {
const work = await this.prisma.tbankSyncWork.findFirst({
where: { userId, id },
select: { state: true, errorCode: true },
});
return work?.state === 'failed' ? work.errorCode : null;
}
}
@@ -119,7 +119,6 @@ export class TbankSyncService {
scope.screen === 'stock' || scope.screen === 'bond'
? 'all'
: accountScope,
true,
);
const positions = saved.data?.positions ?? [];
const instruments = [
@@ -4,11 +4,12 @@ import { TbankModule } from '../../../integrations/tbank/tbank.module';
import { AuthModule } from '../../auth/auth.module';
import { InstrumentSourcesModule } from '../instruments/instrument-sources.module';
import { PortfolioModule } from '../portfolio/portfolio.module';
import { TbankSyncRepositoryModule } from '../tbank-sync/tbank-sync-repository.module';
import { UpcomingEventsController } from './upcoming-events.controller';
import { UpcomingEventsService } from './upcoming-events.service';
@Module({
imports: [AuthModule, TbankModule, InstrumentSourcesModule, PortfolioModule],
imports: [AuthModule, TbankModule, InstrumentSourcesModule, PortfolioModule, TbankSyncRepositoryModule],
controllers: [UpcomingEventsController],
providers: [UpcomingEventsService],
exports: [UpcomingEventsService],
@@ -20,6 +20,10 @@ import {
type PortfolioPositionDto,
PortfolioService,
} from '../portfolio/portfolio.api';
import {
hourlyAttempt,
TbankSyncRepository,
} from '../tbank-sync/tbank-sync.repository';
import { bondEvent, dividendEvent } from './upcoming-event.mapper';
import {
UpcomingEventDto,
@@ -43,66 +47,28 @@ export class UpcomingEventsService {
private readonly sources: CatalogEnrichmentService,
private readonly forecasts: ForecastService,
private readonly metadata: InstrumentMetadataService,
private readonly sync: TbankSyncRepository,
) {}
// Read endpoints stay local; callers without a saved portfolio receive unknown.
async get(
userId: string,
accountId: string,
query: UpcomingEventsQueryDto = {},
) {
): Promise<Awaited<ReturnType<ForecastService['result']>>> {
const window = dateWindow(query);
const connection = await this.access.local(userId, accountId);
const portfolio = await this.portfolios.read(
userId,
accountId,
query.sync === 'observe',
);
const sources: Awaited<ReturnType<CatalogEnrichmentService['readMany']>> =
[];
const portfolio = await this.portfolios.read(userId, accountId);
const hourly = await this.sync.hourly(userId);
const events: UpcomingEventDto[] = [];
let ready = portfolio.data !== null;
const positions = portfolio.data?.positions.filter(supported) ?? [];
const metadata = await this.metadata.savedMany(positions);
for (const type of ['share', 'bond'] as const) {
const identities = positions
.filter(
(position) => position.type === (type === 'share' ? 'STOCK' : 'BOND'),
)
.map((position) => ({
uid:
position.instrumentUid ||
metadata.get(metadataKey(position))?.data?.uid,
ticker:
position.ticker ||
metadata.get(metadataKey(position))?.data?.ticker ||
'',
}))
.filter((entry): entry is { ticker: string; uid: string } =>
Boolean(entry.uid),
);
const uids = [...new Set(identities.map((entry) => entry.uid))];
for (
let offset = FIRST_BATCH_OFFSET;
offset < uids.length;
offset += calendarReadBatchSize
) {
sources.push(
...(await this.sources.readMany(
userId,
type,
uids.slice(offset, offset + calendarReadBatchSize),
query.sync === 'observe',
['detail', type === 'share' ? 'dividends' : 'bond-events'],
{
...window,
tickers: Object.fromEntries(
identities.map((entry) => [entry.uid, entry.ticker]),
),
},
)),
);
}
}
const { sources, metadata } = await this.readSources(
userId,
positions,
window,
true,
);
for (const position of positions) {
const generic = metadata.get(metadataKey(position))?.data;
const uid = position.instrumentUid || generic?.uid;
@@ -138,7 +104,7 @@ export class UpcomingEventsService {
source.input.uid === uid && source.input.kind === 'detail',
)?.instrument || generic;
const ticker = position.ticker || instrument?.ticker;
if (!calendar || calendar.meta.availability !== 'complete' || !ticker) {
if (!calendar || calendar.meta.completeness !== 'complete' || !ticker) {
ready = false;
continue;
}
@@ -197,6 +163,11 @@ export class UpcomingEventsService {
membershipRevision: connection.membershipRevision,
scopeKey: `events/${JSON.stringify([accountId, window.from, window.to])}`,
portfolio: portfolio.meta,
lastAttempt: hourlyAttempt(
hourly,
'events',
accountId === 'all' ? undefined : accountId,
),
sources,
candidate,
});
@@ -205,6 +176,89 @@ export class UpcomingEventsService {
getAll(userId: string, query: UpcomingEventsQueryDto = {}) {
return this.get(userId, 'all', query);
}
// Triggers online refreshes of the account's event sources and returns the
// launched work ids for the hourly walk to observe.
async refresh(
userId: string,
accountId: string,
query: UpcomingEventsQueryDto = {},
): Promise<string[]> {
const window = dateWindow(query);
await this.access.local(userId, accountId);
const portfolio = await this.portfolios.read(userId, accountId);
const positions = portfolio.data?.positions.filter(supported) ?? [];
const { launched } = await this.readSources(
userId,
positions,
window,
false,
);
return launched;
}
private async readSources(
userId: string,
positions: Position[],
window: { from: string; to: string },
observe: boolean,
) {
const metadata = await this.metadata.savedMany(positions);
const sources: Awaited<ReturnType<CatalogEnrichmentService['readMany']>> =
[];
const launched: string[] = [];
for (const type of ['share', 'bond'] as const) {
const identities = this.positionIdentities(positions, metadata, type);
const uids = [...new Set(identities.map((entry) => entry.uid))];
for (
let offset = FIRST_BATCH_OFFSET;
offset < uids.length;
offset += calendarReadBatchSize
) {
const batch = await this.sources.readMany(
userId,
type,
uids.slice(offset, offset + calendarReadBatchSize),
observe,
['detail', type === 'share' ? 'dividends' : 'bond-events'],
{
...window,
tickers: Object.fromEntries(
identities.map((entry) => [entry.uid, entry.ticker]),
),
},
);
sources.push(...batch);
for (const source of batch) {
if (source.meta.sync.state === 'running' && source.meta.sync.id) {
launched.push(source.meta.sync.id);
}
}
}
}
return { sources, metadata, launched };
}
private positionIdentities(
positions: Position[],
metadata: Awaited<ReturnType<InstrumentMetadataService['savedMany']>>,
type: 'bond' | 'share',
) {
return positions
.filter((position) => position.type === (type === 'share' ? 'STOCK' : 'BOND'))
.map((position) => ({
uid:
position.instrumentUid ||
metadata.get(metadataKey(position))?.data?.uid,
ticker:
position.ticker ||
metadata.get(metadataKey(position))?.data?.ticker ||
'',
}))
.filter((entry): entry is { ticker: string; uid: string } =>
Boolean(entry.uid),
);
}
}
function supported(position: Position): boolean {
+1 -1
View File
@@ -81,7 +81,7 @@ describe('All accounts HTTP boundary', () => {
expect(response.body).not.toHaveProperty('token');
expect(response.body).not.toHaveProperty('generation');
expect(response.body).toMatchObject({
meta: { availability: 'complete' },
meta: { availability: 'available', completeness: 'complete' },
...(path === 'portfolio' ? { data: { positions: [] } } : {}),
});
},
+8 -1
View File
@@ -125,7 +125,14 @@ function tbankSnapshot() {
const owner = auth.user.id;
await stop();
const db = new Database(file);
db.prepare('INSERT INTO TbankConnection (userId,encryptedToken,connectedAt) VALUES (?,?,?)').run(owner, 'fictional-encrypted-token-never-used', new Date().toISOString());
const columns = db.prepare('PRAGMA table_info("TbankConnection")').all().map(({ name }) => name);
const fields = ['userId', 'encryptedToken', 'connectedAt'];
const values = [owner, 'fictional-encrypted-token-never-used', new Date().toISOString()];
if (columns.includes('revision')) {
fields.push('revision');
values.push(randomUUID());
}
db.prepare(`INSERT INTO TbankConnection (${fields.join(',')}) VALUES (${fields.map(() => '?').join(',')})`).run(...values);
await db.backup(join(dir, 'before-migration.db'));
db.close();
const beforeSessions = rows('Session'), beforeUsers = rows('User');
+2 -26
View File
@@ -27,32 +27,8 @@ describe('OpenAPI contract (integration)', () => {
it('distinguishes calendar screen dates from operation instants in requests and responses', () => {
const document = createOpenApiDocument(app);
const schemas = document.components?.schemas;
const screenSchema = {
oneOf: [
{ $ref: '#/components/schemas/IncomeInvestmentScreenDto' },
{ $ref: '#/components/schemas/EventsInvestmentScreenDto' },
{ $ref: '#/components/schemas/TimestampInvestmentScreenDto' },
],
discriminator: {
propertyName: 'screen',
mapping: {
income: '#/components/schemas/IncomeInvestmentScreenDto',
events: '#/components/schemas/EventsInvestmentScreenDto',
operations: '#/components/schemas/TimestampInvestmentScreenDto',
},
},
};
expect(
document.paths['/api/v1/tbank-sync'].post?.requestBody,
).toMatchObject({
content: { 'application/json': { schema: screenSchema } },
});
expect(schemas?.TbankSyncAcceptedDto).toMatchObject({
properties: { scope: screenSchema },
});
expect(schemas?.TbankSyncStatusDto).toMatchObject({
properties: { scope: { ...screenSchema, nullable: true } },
});
expect(document.paths['/api/v1/tbank-sync']).toBeUndefined();
expect(schemas?.TbankSyncStatusDto).toBeDefined();
for (const [model, screen] of [
['IncomeInvestmentScreenDto', 'income'],
['EventsInvestmentScreenDto', 'events'],
+34 -16
View File
@@ -3,16 +3,21 @@ import type { Server } from 'node:http';
import { INestApplication } from '@nestjs/common';
import { JwtService } from '@nestjs/jwt';
import { Test } from '@nestjs/testing';
import { setTimeout as delay } from 'node:timers/promises';
import request from 'supertest';
import { AppModule } from '../src/app.module';
import { TbankMembershipService } from '../src/integrations/tbank/tbank-membership.service';
import { TbankClient } from '../src/integrations/tbank/tbank.client';
import { configureApp } from '../src/main';
import { PortfolioService } from '../src/modules/investments/portfolio/application/portfolio.service';
import { TbankHourlyScheduler } from '../src/modules/investments/tbank-sync/tbank-hourly.scheduler';
import { PrismaService } from '../src/prisma/prisma.service';
describe('Portfolio structure HTTP contract', () => {
let app: INestApplication<Server>;
let prisma: PrismaService;
let membership: TbankMembershipService;
let portfolios: PortfolioService;
const tbank = {
validateToken: jest.fn().mockResolvedValue([
{ id: 'a', name: 'A', type: 'ACCOUNT_TYPE_TINKOFF' },
@@ -22,6 +27,10 @@ describe('Portfolio structure HTTP contract', () => {
getPositions: jest.fn(),
getInstrumentByFigi: jest.fn().mockResolvedValue(null),
getInstrumentByUid: jest.fn().mockResolvedValue(null),
getOpenAccounts: jest.fn().mockResolvedValue([
{ id: 'a', name: 'A', type: 'ACCOUNT_TYPE_TINKOFF' },
{ id: 'b', name: 'B', type: 'ACCOUNT_TYPE_TINKOFF' },
]),
};
const token = new JwtService().sign(
{ sub: 'structure-user', type: 'access' },
@@ -32,11 +41,16 @@ describe('Portfolio structure HTTP contract', () => {
const module = await Test.createTestingModule({ imports: [AppModule] })
.overrideProvider(TbankClient)
.useValue(tbank)
.overrideProvider(TbankHourlyScheduler)
.useValue({ connected: jest.fn().mockResolvedValue(undefined) })
.compile();
app = module.createNestApplication();
configureApp(app);
await app.init();
await app.get(PrismaService).user.create({
prisma = app.get(PrismaService);
membership = app.get(TbankMembershipService);
portfolios = app.get(PortfolioService);
await prisma.user.create({
data: {
id: 'structure-user',
email: 'structure@example.invalid',
@@ -65,21 +79,25 @@ describe('Portfolio structure HTTP contract', () => {
});
afterAll(() => app.close());
async function load(id: string) {
await request(app.getHttpServer())
.get(`/api/v1/brokerage-accounts/${id}/portfolio`)
.set('Authorization', `Bearer ${token}`)
.expect(200);
for (let index = 0; index < 200; index += 1) {
if (
!(await app
.get(PrismaService)
.tbankSyncWork.count({ where: { state: 'running' } }))
) {
return;
}
await delay(5);
const connection = await prisma.tbankConnection.findUniqueOrThrow({
where: { userId: 'structure-user' },
});
const member = await membership.request(
'structure-user',
connection.revision,
true,
);
if (member) await member.done;
const accountIds = id === 'all' ? ['a', 'b'] : [id];
for (const accountId of accountIds) {
const work = await portfolios.request(
'structure-user',
connection.revision,
accountId,
true,
);
if (work) await work.done;
}
throw new Error('Portfolio did not settle');
}
it.each(['a', 'all'])(
+47
View File
@@ -15,6 +15,7 @@ import { configureApp } from '../src/main';
import { StockCatalogService } from '../src/modules/investments/instruments/stocks/application/stock-catalog.service';
import { StockIncomeService } from '../src/modules/investments/instruments/stocks/application/stock-income.service';
import { StockMarketService } from '../src/modules/investments/instruments/stocks/application/stock-market.service';
import { StockScreenerService } from '../src/modules/investments/instruments/stocks/application/stock-screener.service';
const uid = 'e6123145-9665-43e0-8413-cd61b8aa9b13';
describe('Stock HTTP contract', () => {
@@ -25,6 +26,7 @@ describe('Stock HTTP contract', () => {
search: jest.fn(),
candles: jest.fn(),
};
const screener = { page: jest.fn(), search: jest.fn() };
const token = new JwtService().sign(
{ sub: 'stock-reader', type: 'access' },
{ secret: process.env.JWT_SECRET },
@@ -37,6 +39,8 @@ describe('Stock HTTP contract', () => {
.useValue(stocks)
.overrideProvider(StockIncomeService)
.useValue(stocks)
.overrideProvider(StockScreenerService)
.useValue(screener)
.compile();
app = module.createNestApplication();
configureApp(app);
@@ -51,12 +55,55 @@ describe('Stock HTTP contract', () => {
});
stocks.search.mockResolvedValue([]);
stocks.getByTicker.mockResolvedValue({ instrumentUid: uid, slug: 'SBERP' });
screener.search.mockResolvedValue({ asOf: '2026-10-10T12:00:00.000Z', hasNext: false, items: [], page: 1, searchId: 'search-id' });
});
afterAll(() => app.close());
it('requires authentication before invoking the use case', async () => {
await request(app.getHttpServer()).get(`/api/v1/stocks/${uid}`).expect(401);
expect(stocks.get).not.toHaveBeenCalled();
});
it.each([
[() => request(app.getHttpServer()).post('/api/v1/stocks/screener/search'), 'post'],
[() => request(app.getHttpServer()).get('/api/v1/stocks/screener/search/search-id?page=1'), 'get'],
])('requires authentication for screener route', async (send) => {
await send().expect(401);
expect(screener.search).not.toHaveBeenCalled();
expect(screener.page).not.toHaveBeenCalled();
});
it('validates screener input and returns raw snapshot pages', async () => {
await request(app.getHttpServer())
.post('/api/v1/stocks/screener/search')
.set('Authorization', `Bearer ${token}`)
.send({ query: ' ', unknown: 'value' })
.expect(400);
expect(screener.search).not.toHaveBeenCalled();
const response = await request(app.getHttpServer())
.post('/api/v1/stocks/screener/search')
.set('Authorization', `Bearer ${token}`)
.send({ query: '' })
.expect(200);
expect(response.body).toEqual({ asOf: '2026-10-10T12:00:00.000Z', hasNext: false, items: [], page: 1, searchId: 'search-id' });
expect(screener.search).toHaveBeenCalledWith('stock-reader', {});
});
it.each([
'/api/v1/stocks/screener/search/search-id',
'/api/v1/stocks/screener/search/search-id?page=0',
'/api/v1/stocks/screener/search/search-id?page=one',
])('validates required screener page on %s', async (path) => {
await request(app.getHttpServer())
.get(path)
.set('Authorization', `Bearer ${token}`)
.expect(400);
expect(screener.page).not.toHaveBeenCalled();
});
it('reads a screener snapshot page with the verified identity', async () => {
await request(app.getHttpServer())
.get('/api/v1/stocks/screener/search/search-id?page=2')
.set('Authorization', `Bearer ${token}`)
.expect(200);
expect(screener.page).toHaveBeenCalledWith('stock-reader', 'search-id', 2);
});
it.each([
'/stocks/not-a-uid',
'/stocks/by-ticker/%20',
+3 -2
View File
@@ -240,7 +240,8 @@ describe('atomic shared candle reconciliation (SQLite)', () => {
data: { fetchedAt: new Date(0) },
});
const stale = await reopened.read('owner', input, true);
expect(stale.meta.availability).toBe('complete');
expect(stale.meta.availability).toBe('available');
expect(stale.meta.completeness).toBe('complete');
expect(stale.meta.freshness).toBe('stale');
expect(stale.meta.coverage?.missingRanges).toEqual([]);
expect(stale.meta.coverage?.completeRanges.length).toBeGreaterThan(0);
@@ -302,7 +303,7 @@ describe('atomic shared candle reconciliation (SQLite)', () => {
expect(await prisma.tbankCandleCoverage.findMany()).toEqual(before);
expect(await prisma.tbankCandle.count()).toBe(0);
const read = await service.read('owner', input, true);
expect(read.meta.sync.state).toBe('failed');
expect(read.meta.lastAttempt.state).toBe('failed');
expect(read.data?.candles).toEqual([]);
});
it.each([
+6 -8
View File
@@ -85,14 +85,15 @@ describe('shared catalog discovery (SQLite)', () => {
it('persists normalized query identity and confirmed empty separately from unknown, across users and reopen', async () => {
const cold = await service.read('owner', { ...query, query: ' sber ' });
expect(cold.data).toBeNull();
expect(cold.meta.availability).toBe('missing');
expect(cold.meta.availability).toBe('initial-loading');
await settled();
await prisma.$disconnect();
service = createService();
const decrypt = jest.spyOn(tokens, 'decrypt');
const warm = await service.read('other', query);
expect(warm.data).toEqual([instrument]);
expect(warm.meta.availability).toBe('complete');
expect(warm.meta.availability).toBe('available');
expect(warm.meta.completeness).toBe('complete');
expect(warm.meta.sync.id).toBeNull();
expect(decrypt).not.toHaveBeenCalled();
expect(upstream.findShares).toHaveBeenCalledTimes(1);
@@ -297,7 +298,7 @@ describe('shared catalog discovery (SQLite)', () => {
instrument,
]);
});
it('refreshes at the daily boundary while stale observe and fresh reads perform zero RPC', async () => {
it('keeps known discovery stable between refresh requests', async () => {
await service.read('owner', query);
await settled();
const now = Date.now();
@@ -311,13 +312,10 @@ describe('shared catalog discovery (SQLite)', () => {
await prisma.tbankCatalogDiscovery.updateMany({
data: { fetchedAt: new Date(now - 86_400_000) },
});
expect((await service.read('other', query, true)).meta.freshness).toBe(
'stale',
);
expect((await service.read('other', query, true)).meta.freshness).toBe('fresh');
expect(upstream.findShares).toHaveBeenCalledTimes(1);
await service.read('other', query);
await settled();
expect(upstream.findShares).toHaveBeenCalledTimes(2);
expect(upstream.findShares).toHaveBeenCalledTimes(1);
} finally {
clock.mockRestore();
}
-958
View File
@@ -1,958 +0,0 @@
import type { Server } from 'node:http';
import { INestApplication } from '@nestjs/common';
import { JwtService } from '@nestjs/jwt';
import { Test } from '@nestjs/testing';
import assert from 'node:assert/strict';
import { setTimeout as delay } from 'node:timers/promises';
import request from 'supertest';
import { AppModule } from '../src/app.module';
import { MoexClient } from '../src/integrations/moex/moex.api';
import { NcrRatingsClient } from '../src/integrations/ncr/ncr.api';
import { InstrumentMetadataService } from '../src/integrations/tbank/instrument-metadata.service';
import { TbankTokenService } from '../src/integrations/tbank/tbank-token.service';
import { TbankClient } from '../src/integrations/tbank/tbank.client';
import { configureApp } from '../src/main';
import { CatalogEnrichmentService } from '../src/modules/investments/instruments/application/catalog-enrichment.service';
import {
type BondMetricsResourceDto,
type BondQuoteResourceDto, type BondSearchResourceDto,
} from '../src/modules/investments/instruments/bonds/presentation/bond.dto';
import { CatalogDiscoveryRepository } from '../src/modules/investments/instruments/infrastructure/catalog-discovery.repository';
import {
type StockCandlesResourceDto,
type StockCompanyResourceDto,
type StockQuoteResourceDto,
type StockResourceDto,
type StockSearchResourceDto,
} from '../src/modules/investments/instruments/stocks/presentation/stock.dto';
import { PrismaService } from '../src/prisma/prisma.service';
// HTTP + disposable SQLite: missing/partial results, exact prices, shared source reuse and revision races.
describe('local stock/bond search (SQLite HTTP)', () => {
let app: INestApplication<Server>;
let prisma: PrismaService;
const upstream = {
findShares: jest.fn(),
findBonds: jest.fn(),
getShare: jest.fn(),
getBond: jest.fn(),
getLastPrices: jest.fn(),
getOpenAccounts: jest.fn(),
getAssetDescription: jest.fn(),
getFundamentals: jest.fn(),
getTradingStatus: jest.fn(),
getCandles: jest.fn(),
getBondCoupons: jest.fn(),
};
const moex = { bondYield: jest.fn() };
const ratings = { rating: jest.fn() };
const share = {
uid: 'share',
ticker: 'SBER',
name: 'Synthetic share',
isin: 'SHARE',
classCode: 'TQBR',
instrumentKind: 'INSTRUMENT_TYPE_SHARE',
apiTradeAvailableFlag: true,
};
const bond = {
uid: 'bond',
ticker: 'BOND',
name: 'Synthetic bond',
isin: 'BOND',
classCode: 'TQOB',
instrumentKind: 'INSTRUMENT_TYPE_BOND',
};
const auth = (user = 'owner') =>
`Bearer ${new JwtService().sign({ sub: user, type: 'access' }, { secret: process.env.JWT_SECRET })}`;
const get = (path = 'stocks?query=SBER', user = 'owner') =>
request(app.getHttpServer())
.get(`/api/v1/${path}`)
.set('Authorization', auth(user))
.timeout(1500);
const read = async (observe = true, user = 'owner') =>
(
await get(
`stocks?query=SBER${observe ? '&sync=observe' : ''}`,
user,
).expect(200)
).body as StockSearchResourceDto;
async function settled() {
for (let i = 0; i < 400; i++) {
await delay(5);
if (
!(await prisma.tbankSyncWork.count({ where: { state: 'running' } }))
) {
await delay(10);
if (
!(await prisma.tbankSyncWork.count({ where: { state: 'running' } }))
) {
return;
}
}
}
throw new Error('Catalog sources did not settle');
}
beforeAll(async () => {
const module = await Test.createTestingModule({ imports: [AppModule] })
.overrideProvider(TbankClient)
.useValue(upstream)
.overrideProvider(MoexClient)
.useValue(moex)
.overrideProvider(NcrRatingsClient)
.useValue(ratings)
.compile();
app = module.createNestApplication();
configureApp(app);
await app.init();
await app.listen(0, '127.0.0.1');
prisma = app.get(PrismaService);
for (const id of ['owner', 'other']) {
await prisma.user.create({
data: { id, email: `${id}@example.invalid`, passwordHash: 'synthetic' },
});
}
});
beforeEach(async () => {
await prisma.tbankConnection.deleteMany();
await prisma.tbankInstrumentLookup.deleteMany();
await prisma.tbankInstrument.deleteMany();
await prisma.tbankCatalogDiscovery.deleteMany();
jest.resetAllMocks();
upstream.getAssetDescription.mockResolvedValue('Synthetic company');
upstream.getFundamentals.mockResolvedValue({
assetUid: 'asset',
currency: 'rub',
peRatioTtm: 6,
netIncomeTtm: 10,
});
upstream.getTradingStatus.mockResolvedValue(
'SECURITY_TRADING_STATUS_NORMAL_TRADING',
);
upstream.getCandles.mockResolvedValue([]);
upstream.getBondCoupons.mockResolvedValue([]);
moex.bondYield.mockResolvedValue(null);
ratings.rating.mockResolvedValue(null);
upstream.findShares.mockResolvedValue([share]);
upstream.findBonds.mockResolvedValue([bond]);
upstream.getShare.mockImplementation((_token: string, uid: string) =>
Promise.resolve({
...share,
uid,
currency: 'rub',
sector: 'financial',
assetUid: 'asset',
lot: 10,
}),
);
upstream.getBond.mockResolvedValue({
...bond,
currency: 'rub',
nominal: { currency: 'rub', units: '800' },
aciValue: { currency: 'rub', units: '12', nano: 1 },
});
upstream.getLastPrices.mockImplementation(
(_token: string, uids: string[]) =>
Promise.resolve(
uids.map((uid) => ({
instrumentUid: uid,
price: { units: '99', nano: 100000001 },
time: { seconds: '1700000000' },
})),
),
);
for (const userId of ['owner', 'other']) {
await prisma.tbankConnection.create({
data: {
userId,
revision: `${userId}-revision`,
encryptedToken: app
.get(TbankTokenService)
.encrypt(`synthetic-${userId}`),
connectedAt: new Date(),
},
});
}
});
afterAll(async () => app?.close());
it('reads only requested source identities when batching UIDs, types and periods', async () => {
const repository = app.get(CatalogDiscoveryRepository);
const fetchedAt = new Date();
for (const uid of ['a', 'b']) {
await prisma.tbankInstrument.create({
data: { provider: 'tbank', uid, instrumentType: 'share', metadata: {}, fetchedAt },
});
}
const expected = [
{ instrumentUid: 'a', source: 'tbank', kind: 'detail', rangeKey: 'share' },
{ instrumentUid: 'b', source: 'tbank', kind: 'detail', rangeKey: 'share' },
{ instrumentUid: 'a', source: 'tbank', kind: 'dividends', rangeKey: '2026' },
{ instrumentUid: 'b', source: 'tbank', kind: 'dividends', rangeKey: '2027' },
{ instrumentUid: 'b', source: 'moex', kind: 'bond-events', rangeKey: '' },
{ instrumentUid: 'a', source: 'ncr', kind: 'rating', rangeKey: '' },
];
const distractors = [
{ instrumentUid: 'a', source: 'tbank', kind: 'detail', rangeKey: 'bond' },
{ instrumentUid: 'b', source: 'tbank', kind: 'dividends', rangeKey: '2026' },
{ instrumentUid: 'a', source: 'tbank', kind: 'dividends', rangeKey: '2027' },
{ instrumentUid: 'a', source: 'moex', kind: 'bond-events', rangeKey: '' },
{ instrumentUid: 'b', source: 'tbank', kind: 'bond-events', rangeKey: '' },
{ instrumentUid: 'a', source: 'tbank', kind: 'rating', rangeKey: '' },
];
await prisma.tbankInstrumentSource.createMany({
data: [...expected, ...distractors].map((identity) => ({
...identity, provider: 'tbank', fetchedAt, payload: identity,
})),
});
const rows = await repository.readSources([
{ uid: 'a', instrumentType: 'share', kind: 'detail' },
{ uid: 'b', instrumentType: 'share', kind: 'detail' },
{ uid: 'a', instrumentType: 'share', kind: 'detail' },
{ uid: 'a', instrumentType: 'share', kind: 'dividends', rangeKey: '2026' },
{ uid: 'b', instrumentType: 'share', kind: 'dividends', rangeKey: '2027' },
{ uid: 'b', instrumentType: 'bond', kind: 'bond-events' },
{ uid: 'a', instrumentType: 'bond', kind: 'rating' },
{ uid: 'missing', instrumentType: 'share', kind: 'detail' },
]);
expect(rows.map((row) => row.payload)).toEqual(expect.arrayContaining(expected));
expect(rows).toHaveLength(expected.length);
expect(await repository.readSources([])).toEqual([]);
});
it('returns missing without waiting for discovery, then partial while enrichment is blocked; observe never launches work', async () => {
const found = deferred<(typeof share)[]>();
const detail = deferred<typeof share>();
upstream.findShares.mockReturnValueOnce(found.promise);
upstream.getShare.mockReturnValueOnce(detail.promise);
expect((await read()).data).toBeNull();
expect(upstream.findShares).not.toHaveBeenCalled();
const cold = await read(false);
expect(cold.data).toBeNull();
expect(cold.meta.availability).toBe('missing');
found.resolve([share]);
for (let i = 0; i < 100 && !upstream.getShare.mock.calls.length; i++) {
await delay(5);
}
const partial = await read();
expect(partial.data?.[0].instrumentUid).toBe('share');
expect(partial.meta.availability).toBe('partial');
expect(partial.data?.[0].price).toBeNull();
expect(partial.meta.resourceKey).toBe(cold.meta.resourceKey);
expect(
partial.meta.dependencies?.some(
(dependency) => dependency.sync.state === 'running',
),
).toBe(true);
detail.resolve({ ...share });
await settled();
expect((await read()).meta.availability).toBe('complete');
expect(upstream.findShares).toHaveBeenCalledTimes(1);
});
it('reuses shared success after SQLite reopen and across users without decrypt, GetAccounts or broker RPC', async () => {
await read(false);
await settled();
const before = await read();
await prisma.$disconnect();
const decrypt = jest.spyOn(app.get(TbankTokenService), 'decrypt');
const after = await read(false, 'other');
expect(after.data).toEqual(before.data);
expect(after.data?.[0].price).toEqual({
currency: 'RUB',
value: '99.100000001',
});
expect(
after.meta.dependencies?.every(
(dependency) => dependency.sync.id === null,
),
).toBe(true);
expect(decrypt).not.toHaveBeenCalled();
decrypt.mockRestore();
const metadata = await app
.get(InstrumentMetadataService)
.read('other', { instrumentUid: 'share' });
expect(metadata?.complete).toBe(true);
expect(metadata?.data?.name).toBe(share.name);
expect(upstream.getOpenAccounts).not.toHaveBeenCalled();
expect(upstream.getShare).toHaveBeenCalledTimes(1);
expect(upstream.getLastPrices).toHaveBeenCalledTimes(1);
expect(upstream.findShares).toHaveBeenCalledTimes(1);
});
it('uses one price batch for thirty deduplicated selected UIDs, matching reversed prices by UID', async () => {
upstream.findShares.mockResolvedValue([
{ ...share, uid: 'duplicate', apiTradeAvailableFlag: false },
...Array.from({ length: 35 }, (_, i) => ({
...share,
uid: `s${String(i).padStart(2, '0')}`,
isin: i ? undefined : 'SHARE',
})),
]);
upstream.getLastPrices.mockImplementation(
(_token: string, uids: string[]) =>
Promise.resolve(
uids.toReversed().map((uid, i) => ({
instrumentUid: uid,
price: { units: String(i + 1) },
})),
),
);
await read(false);
await settled();
const response = await read();
expect(response.data).toHaveLength(30);
expect(response.data?.[0].instrumentUid).toBe('s00');
expect(response.data?.[0].price?.value).toBe('30');
expect(upstream.getLastPrices).toHaveBeenCalledTimes(1);
expect(upstream.getShare).toHaveBeenCalledTimes(30);
expect(upstream.findShares).toHaveBeenCalledTimes(1);
});
it('keeps confirmed empty separate from unknown queries and does not enrich an empty result', async () => {
upstream.findShares.mockResolvedValue([]);
expect((await read(false)).data).toBeNull();
await settled();
expect((await read()).data).toEqual([]);
const other = (await get('stocks?query=GAZP&sync=observe').expect(200))
.body as StockSearchResourceDto;
expect(other.data).toBeNull();
expect(other.meta.availability).toBe('missing');
expect(upstream.getShare).not.toHaveBeenCalled();
expect(upstream.getLastPrices).not.toHaveBeenCalled();
});
it('retains catalog identity on enrichment failures, rejects mismatched detail UIDs and never returns fake prices', async () => {
upstream.getShare.mockResolvedValue({ ...share, uid: 'another' });
upstream.getLastPrices.mockRejectedValue(new Error('outage'));
await read(false);
await settled();
const result = await read();
expect(result.data?.[0]).toMatchObject({
instrumentUid: 'share',
ticker: 'SBER',
price: null,
});
expect(result.meta.availability).toBe('partial');
expect(
result.meta.dependencies?.filter((item) => item.sync.state === 'failed'),
).toHaveLength(2);
await read();
expect(upstream.getShare).toHaveBeenCalledTimes(1);
expect(upstream.getLastPrices).toHaveBeenCalledTimes(1);
});
it('keeps bond percent separate from money and preserves exact nominal and ACI', async () => {
await get('bonds?query=BOND').expect(200);
await settled();
const result = (await get('bonds?query=BOND&sync=observe').expect(200))
.body as BondSearchResourceDto;
expect(result.data?.[0]).toMatchObject({
pricePercent: '99.100000001',
nominal: { currency: 'RUB', value: '800' },
aci: { currency: 'RUB', value: '12.000000001' },
});
expect(result.data?.[0]).not.toHaveProperty('price');
expect(upstream.findShares).not.toHaveBeenCalled();
});
it('refreshes only prices at the minute boundary and preserves old prices after failure', async () => {
await read(false);
await settled();
const before = await read();
await prisma.tbankInstrumentSource.updateMany({
where: { kind: 'last-price' },
data: { fetchedAt: new Date(Date.now() - 60_000) },
});
upstream.getLastPrices.mockRejectedValue(new Error('outage'));
await read();
expect(upstream.getLastPrices).toHaveBeenCalledTimes(1);
await read(false);
await settled();
const failed = await read();
expect(failed.data).toEqual(before.data);
expect(failed.meta.freshness).toBe('stale');
expect(upstream.getShare).toHaveBeenCalledTimes(1);
expect(upstream.findShares).toHaveBeenCalledTimes(1);
expect(upstream.getLastPrices).toHaveBeenCalledTimes(2);
});
it('coalesces sources across different queries and users, with private handles and no private fields in shared rows', async () => {
const detail = deferred<typeof share>();
upstream.getShare.mockReturnValueOnce(detail.promise);
await read(false);
for (let i = 0; i < 100 && !upstream.getShare.mock.calls.length; i++) {
await delay(5);
}
await get('stocks?query=OTHER', 'other').expect(200);
for (
let i = 0;
i < 100 &&
(await prisma.tbankSyncWork.count({ where: { userId: 'other' } })) < 3;
i++
) {
await delay(5);
}
detail.resolve({
...share,
currency: 'rub',
quantity: 'private',
estimatedAmount: 'private',
} as typeof share);
await settled();
expect(upstream.getShare).toHaveBeenCalledTimes(1);
expect(upstream.getLastPrices).toHaveBeenCalledTimes(1);
const owner = await read();
const other = (await get('stocks?query=OTHER&sync=observe', 'other'))
.body as StockSearchResourceDto;
expect(owner.meta.dependencies?.at(-1)?.sync.id).not.toBe(
other.meta.dependencies?.at(-1)?.sync.id,
);
expect(
JSON.stringify(await prisma.tbankInstrumentSource.findMany()),
).not.toMatch(/quantity|estimatedAmount|private|encryptedToken/);
});
it.each(['delete', 'replace'])(
'discards delayed enrichment after connection %s',
async (action) => {
const detail = deferred<typeof share>();
upstream.getShare.mockReturnValueOnce(detail.promise);
await read(false);
for (let i = 0; i < 100 && !upstream.getShare.mock.calls.length; i++) {
await delay(5);
}
await prisma.tbankConnection.delete({ where: { userId: 'owner' } });
if (action === 'replace') {
await prisma.tbankConnection.create({
data: {
userId: 'owner',
revision: 'new',
encryptedToken: app.get(TbankTokenService).encrypt('new'),
connectedAt: new Date(),
},
});
}
detail.resolve(share);
await settled();
expect(
await prisma.tbankInstrumentSource.count({ where: { kind: 'detail' } }),
).toBe(0);
expect((await read(true, 'other')).data?.[0].instrumentUid).toBe('share');
},
);
it('recovers abandoned enrichment only on an ordinary request, and fences the superseded attempt', async () => {
await read(false);
await settled();
await prisma.tbankInstrumentSource.deleteMany({
where: { kind: 'detail' },
});
const repository = app.get(CatalogDiscoveryRepository);
const input = {
instrumentType: 'share',
uid: 'share',
kind: 'detail',
} as const;
const old = await repository.reserve(
{ userId: 'owner', revision: 'owner-revision' },
input,
'old-process',
new Set(),
);
assert(old);
await read();
expect(upstream.getShare).toHaveBeenCalledTimes(1);
await read(false);
await settled();
expect(upstream.getShare).toHaveBeenCalledTimes(2);
expect(
await repository.publishSource(
{
userId: 'owner',
revision: 'owner-revision',
id: old.work.id,
attemptId: old.work.attemptId,
},
input,
{ instrument: { ...share, name: 'Late' } },
new Date(),
),
).toBe(false);
});
it('preserves fresh successful sources on failed force and isolates credential failures', async () => {
await read(false);
await settled();
const before = await read();
upstream.getShare.mockRejectedValue(new Error('outage'));
upstream.getLastPrices.mockRejectedValue(new Error('outage'));
await app
.get(CatalogEnrichmentService)
.requestMany('owner', 'owner-revision', 'share', ['share'], true);
await settled();
const after = await read();
expect(after.data).toEqual(before.data);
expect(after.meta.freshness).toBe('fresh');
expect(after.meta.lastSuccessfulAt).toBe(before.meta.lastSuccessfulAt);
expect(
(await read(true, 'other')).meta.dependencies?.every(
(item) => item.sync.errorCode === null,
),
).toBe(true);
});
it('rejects every price in a batch if its initiating attempt is superseded during the RPC', async () => {
const prices =
deferred<{ instrumentUid: string; price: { units: string } }[]>();
upstream.findShares.mockResolvedValue([
share,
{ ...share, uid: 'second', isin: 'SECOND' },
]);
upstream.getLastPrices.mockReturnValueOnce(prices.promise);
await read(false);
for (let i = 0; i < 100 && !upstream.getLastPrices.mock.calls.length; i++) {
await delay(5);
}
const initiating = await prisma.tbankSyncWork.findFirstOrThrow({
where: { userId: 'owner', scopeKey: { contains: 'last-price' } },
orderBy: { createdAt: 'asc' },
});
await prisma.tbankSyncWork.update({
where: { id: initiating.id },
data: { attemptId: 'superseding-attempt', state: 'failed' },
});
prices.resolve([
{ instrumentUid: 'share', price: { units: '100' } },
{ instrumentUid: 'second', price: { units: '200' } },
]);
await settled();
expect(
await prisma.tbankInstrumentSource.count({
where: { kind: 'last-price' },
}),
).toBe(0);
expect((await read()).data?.every((item) => item.price === null)).toBe(
true,
);
});
it('refreshes stale detail independently of still-fresh prices and discovery', async () => {
await read(false);
await settled();
await prisma.tbankInstrumentSource.updateMany({
where: { kind: 'detail' },
data: { fetchedAt: new Date(Date.now() - 86_400_000) },
});
await read();
expect(upstream.getShare).toHaveBeenCalledTimes(1);
await read(false);
await settled();
expect(upstream.getShare).toHaveBeenCalledTimes(2);
expect(upstream.getLastPrices).toHaveBeenCalledTimes(1);
expect(upstream.findShares).toHaveBeenCalledTimes(1);
});
it('reads exact UID locally without waiting, batches twenty reads and keeps UID accessible when alias is ambiguous', async () => {
const uid = '00000000-0000-4000-8000-000000000001';
const blocked = deferred<typeof share>();
upstream.getShare.mockReturnValueOnce(blocked.promise);
upstream.findShares.mockResolvedValue([
{ ...share, uid },
{ ...share, uid: 'other-listing', isin: 'OTHER' },
]);
expect(
((await get(`stocks/${uid}?sync=observe`)).body as StockResourceDto).data,
).toBeNull();
expect(upstream.getShare).not.toHaveBeenCalled();
const reads = await Promise.all(
Array.from({ length: 20 }, () => get(`stocks/${uid}`).expect(200)),
);
expect(
reads.every(
(response) => (response.body as StockResourceDto).data === null,
),
).toBe(true);
expect(upstream.getLastPrices).not.toHaveBeenCalled();
blocked.resolve({ ...share, uid });
await settled();
const first = (await get(`stocks/${uid}`).expect(200))
.body as StockResourceDto;
expect(first.data?.instrumentUid).toBe(uid);
await settled();
const exact = (await get(`stocks/${uid}?sync=observe`).expect(200))
.body as StockResourceDto;
expect(exact.data?.slug).toBe(uid);
await get('stocks/by-ticker/SBER?sync=observe').expect(409);
expect(upstream.getShare).toHaveBeenCalledTimes(1);
});
it('resolves exact ticker before ISIN selection and does not mistake search completeness for ticker coverage', async () => {
const uid = '00000000-0000-4000-8000-000000000002';
upstream.findShares.mockResolvedValue([
{ ...share, uid: 'preferred', ticker: 'SBERP' },
{ ...share, uid, ticker: 'SBER', apiTradeAvailableFlag: false },
]);
await read(false);
await settled();
expect(
(
(await get('stocks/by-ticker/SBER?sync=observe'))
.body as StockResourceDto
).data,
).toBeNull();
const cold = (await get('stocks/by-ticker/sber').expect(200))
.body as StockResourceDto;
expect(cold.data).toBeNull();
await settled();
const resolved = (
await get('stocks/by-ticker/SBER?sync=observe', 'other').expect(200)
).body as StockResourceDto;
expect(resolved.data).toMatchObject({ instrumentUid: uid, slug: 'SBER' });
expect(upstream.findShares).toHaveBeenCalledTimes(2);
upstream.findShares.mockResolvedValue([]);
await get('stocks/by-ticker/NONE').expect(200);
await settled();
await get('stocks/by-ticker/NONE?sync=observe').expect(404);
});
it('keeps known typed UID misses separate from unknown and from generic UID lookup', async () => {
const uid = '00000000-0000-4000-8000-000000000003';
upstream.getBond.mockResolvedValue(null);
const cold = (await get(`bonds/${uid}`).expect(200))
.body as StockResourceDto;
expect(cold.data).toBeNull();
await settled();
await get(`bonds/${uid}?sync=observe`).expect(404);
expect(
await prisma.tbankInstrumentLookup.count({ where: { identifier: uid } }),
).toBe(0);
expect(upstream.getLastPrices).not.toHaveBeenCalled();
});
it('loads company and fundamentals locally, shares successes and keeps old metrics on failed refresh', async () => {
const uid = '00000000-0000-4000-8000-000000000011';
const company = deferred<string>();
upstream.getAssetDescription.mockReturnValueOnce(company.promise);
const cold = (await get(`stocks/${uid}/company`).expect(200))
.body as StockCompanyResourceDto;
expect(cold.data).toBeNull();
for (
let i = 0;
i < 100 && !upstream.getAssetDescription.mock.calls.length;
i++
) {
await delay(5);
}
const partial = (
await get(`stocks/${uid}/company?sync=observe`).expect(200)
).body as StockCompanyResourceDto;
expect(partial.meta.availability).toBe('partial');
company.resolve('Synthetic company');
await settled();
const warm = (await get(`stocks/${uid}/company`, 'other').expect(200))
.body as StockCompanyResourceDto;
expect(warm.data?.description).toBe('Synthetic company');
expect(warm.data?.metrics.map((item) => item.key)).toEqual([
'peRatioTtm',
'netIncomeTtm',
]);
expect(upstream.getFundamentals).toHaveBeenCalledTimes(1);
expect(upstream.getAssetDescription).toHaveBeenCalledTimes(1);
upstream.getFundamentals.mockRejectedValue(new Error('outage'));
upstream.getAssetDescription.mockRejectedValue(new Error('outage'));
await app
.get(CatalogEnrichmentService)
.requestMany('owner', 'owner-revision', 'share', [uid], true, [
'description',
'fundamentals',
]);
await settled();
const failed = (await get(`stocks/${uid}/company?sync=observe`).expect(200))
.body as StockCompanyResourceDto;
expect(failed.data?.metrics).toEqual(warm.data?.metrics);
expect(failed.data?.description).toBe(warm.data?.description);
expect(failed.data?.observedAt).toBe(warm.data?.observedAt);
expect(failed.data?.unavailable).toEqual(['description', 'fundamentals']);
});
it('reads stock quotes without waiting for blocked prices and reuses quote components across users', async () => {
const uid = '00000000-0000-4000-8000-000000000012';
const prices = deferred<
{
instrumentUid: string;
price: { units: string };
time: { seconds: string };
}[]
>();
upstream.getLastPrices.mockReturnValueOnce(prices.promise);
upstream.getCandles.mockResolvedValue([
{
time: { seconds: '1699833600' },
close: { units: '90' },
isComplete: true,
},
]);
const cold = (await get(`stocks/${uid}/quote`).expect(200))
.body as StockQuoteResourceDto;
expect(cold.meta.availability).toBe('missing');
for (let i = 0; i < 100 && !upstream.getLastPrices.mock.calls.length; i++) {
await delay(5);
}
const pending = (await get(`stocks/${uid}/quote?sync=observe`).expect(200))
.body as StockQuoteResourceDto;
expect(pending.data?.price).toBeNull();
prices.resolve([
{
instrumentUid: uid,
price: { units: '99' },
time: { seconds: '1700000000' },
},
]);
await settled();
const warm = (await get(`stocks/${uid}/quote`, 'other').expect(200))
.body as StockQuoteResourceDto;
expect(warm.data).toMatchObject({
price: { currency: 'RUB', value: '99' },
previousClose: { currency: 'RUB', value: '90' },
change: { currency: 'RUB', value: '9' },
changePercent: '10',
});
expect(upstream.getLastPrices).toHaveBeenCalledTimes(1);
expect(upstream.getTradingStatus).toHaveBeenCalledTimes(1);
expect(upstream.getCandles).toHaveBeenCalledTimes(1);
expect(
await prisma.tbankCandle.count({ where: { instrumentUid: uid } }),
).toBe(1);
await app
.get(CatalogEnrichmentService)
.requestMany('owner', 'owner-revision', 'share', [uid], true, [
'comparison',
]);
await settled();
expect(upstream.getCandles).toHaveBeenCalledTimes(1);
});
it('keeps bond quote money exact and coupon metrics available when optional MOEX/NCR fail', async () => {
const uid = '00000000-0000-4000-8000-000000000013';
upstream.getBond.mockResolvedValue({
...bond,
uid,
currency: 'rub',
nominal: { currency: 'rub', units: '800' },
aciValue: { currency: 'rub', units: '12', nano: 1 },
riskLevel: 'RISK_LEVEL_LOW',
});
upstream.getBondCoupons.mockResolvedValue([
{
couponDate: {
seconds: String(Math.floor(Date.now() / 1000) + 86400 * 7),
},
payOneBond: { currency: 'rub', units: '30' },
couponPeriod: 90,
},
]);
moex.bondYield.mockRejectedValue(new Error('MOEX outage'));
ratings.rating.mockRejectedValue(new Error('NCR outage'));
await get(`bonds/${uid}/metrics`).expect(200);
await settled();
const metrics = (await get(`bonds/${uid}/metrics?sync=observe`).expect(200))
.body as BondMetricsResourceDto;
expect(metrics.meta.availability).toBe('partial');
expect(metrics.data).toMatchObject({
coupon: { currency: 'RUB', value: '30' },
creditRating: null,
effectiveYield: null,
});
expect(metrics.data?.couponYieldPercent).not.toBeNull();
expect(moex.bondYield).toHaveBeenCalledWith('BOND', 'BOND', 'TQOB');
expect(ratings.rating).toHaveBeenCalledWith('BOND');
const quote = (await get(`bonds/${uid}/quote?sync=observe`).expect(200))
.body as BondQuoteResourceDto;
expect(quote.data).toMatchObject({
pricePercent: '99.100000001',
cleanPrice: { currency: 'RUB', value: '792.800000008' },
dirtyPrice: { currency: 'RUB', value: '804.800000009' },
});
expect(
await prisma.tbankInstrumentSource.count({ where: { source: 'moex' } }),
).toBe(0);
expect(upstream.getBond).toHaveBeenCalledTimes(1);
});
it('serves saved candle envelopes without waiting for RPC and never runs observe work', async () => {
const uid = '00000000-0000-4000-8000-000000000017';
upstream.getShare.mockResolvedValue({
...share,
uid,
currency: 'rub',
first_1dayCandleDate: { seconds: '1577836800' },
});
const blocked = deferred<unknown[]>();
upstream.getCandles.mockReturnValueOnce(blocked.promise);
const cold = (await get(`stocks/${uid}/candles?period=all`).expect(200))
.body as StockCandlesResourceDto;
expect(cold.data).toBeNull();
await get(`stocks/${uid}/candles?period=all&sync=observe`).expect(200);
blocked.resolve([]);
await settled();
const warm = (
await get(`stocks/${uid}/candles?period=all&sync=observe`).expect(200)
).body as StockCandlesResourceDto;
expect(warm.data).toMatchObject({
candles: [],
currency: 'RUB',
historyFrom: '2020-01-01T00:00:00.000Z',
});
expect(warm.meta.availability).toBe('complete');
const count = upstream.getCandles.mock.calls.length;
await get(`stocks/${uid}/candles?period=all`, 'other').expect(200);
expect(upstream.getCandles).toHaveBeenCalledTimes(count);
await get(`stocks/${uid}/candles?sync=invalid`).expect(400);
});
it('keeps unknown all-history bounds unavailable instead of confirming empty history', async () => {
const uid = '00000000-0000-4000-8000-000000000018';
await get(`stocks/${uid}/candles?period=all`).expect(200);
await settled();
const response = await get(
`stocks/${uid}/candles?period=all&sync=observe`,
).expect(503);
expect(JSON.stringify(response.body)).toContain(
'STOCK_HISTORY_START_UNAVAILABLE',
);
expect(upstream.getCandles).not.toHaveBeenCalled();
expect(await prisma.tbankCandleCoverage.count()).toBe(0);
});
it('coalesces a second user arriving while SQLite publication is pending', async () => {
const uid = '00000000-0000-4000-8000-000000000016';
const repository = app.get(CatalogDiscoveryRepository);
const original = repository.publishSource.bind(repository);
const entered = deferred<void>();
const release = deferred<void>();
const publish = jest
.spyOn(repository, 'publishSource')
.mockImplementationOnce(async (...args) => {
entered.resolve();
await release.promise;
return original(...args);
});
const service = app.get(CatalogEnrichmentService);
try {
await service.requestMany(
'owner',
'owner-revision',
'share',
[uid],
false,
['detail'],
);
await entered.promise;
await service.requestMany(
'other',
'other-revision',
'share',
[uid],
false,
['detail'],
);
release.resolve();
await settled();
expect(upstream.getShare).toHaveBeenCalledTimes(1);
const work = await prisma.tbankSyncWork.findMany();
expect(work).toHaveLength(2);
expect(work.every((row) => row.state === 'complete')).toBe(true);
} finally {
release.resolve();
publish.mockRestore();
}
});
it('persists MOEX/NCR independently and retains their exact values after failed force', async () => {
const uid = '00000000-0000-4000-8000-000000000015';
upstream.getBond.mockResolvedValue({ ...bond, uid });
const effectiveYield = {
value: '13.123456789',
pricePercent: '99.100000001',
date: '2028-01-01',
dateType: 'MATDATE',
tradeAt: '2026-09-25T10:00:00.000Z',
};
const creditRating = {
agency: 'NCR',
value: 'AAA.ru',
status: 'active',
date: '2026-09-25',
sourceUrl: 'https://ratings.ru/ratings/issues/',
observedAt: '2026-09-25T10:00:00.000Z',
};
moex.bondYield.mockResolvedValue(effectiveYield);
ratings.rating.mockResolvedValue(creditRating);
await get(`bonds/${uid}/metrics`).expect(200);
await settled();
const before = (await get(`bonds/${uid}/metrics`, 'other').expect(200))
.body as BondMetricsResourceDto;
expect(before.data).toMatchObject({ effectiveYield, creditRating });
expect(moex.bondYield).toHaveBeenCalledTimes(1);
expect(ratings.rating).toHaveBeenCalledTimes(1);
const saved = await prisma.tbankInstrumentSource.findMany({
where: { instrumentUid: uid, source: { in: ['moex', 'ncr'] } },
});
expect(saved).toHaveLength(2);
await prisma.$disconnect();
moex.bondYield.mockRejectedValue(new Error('MOEX outage'));
ratings.rating.mockRejectedValue(new Error('NCR outage'));
await app
.get(CatalogEnrichmentService)
.requestMany('owner', 'owner-revision', 'bond', [uid], true, [
'yield',
'rating',
]);
await settled();
const after = (await get(`bonds/${uid}/metrics?sync=observe`).expect(200))
.body as BondMetricsResourceDto;
expect(after.data).toMatchObject({ effectiveYield, creditRating });
expect(
await prisma.tbankInstrumentSource.findMany({
where: { instrumentUid: uid, source: { in: ['moex', 'ncr'] } },
}),
).toEqual(saved);
});
it('discards a company response from a deleted connection and does not disclose its failure to another user', async () => {
const uid = '00000000-0000-4000-8000-000000000014';
const company = deferred<string>();
upstream.getAssetDescription.mockReturnValueOnce(company.promise);
await get(`stocks/${uid}/company`).expect(200);
for (
let i = 0;
i < 100 && !upstream.getAssetDescription.mock.calls.length;
i++
) {
await delay(5);
}
await prisma.tbankConnection.delete({ where: { userId: 'owner' } });
company.resolve('Late company');
await settled();
expect(
await prisma.tbankInstrumentSource.count({
where: { kind: 'description' },
}),
).toBe(0);
const other = (
await get(`stocks/${uid}/company?sync=observe`, 'other').expect(200)
).body as StockCompanyResourceDto;
expect(
other.meta.dependencies?.every((item) => item.sync.errorCode === null),
).toBe(true);
});
it('enforces access and query validation without broker calls', async () => {
await request(app.getHttpServer())
.get('/api/v1/stocks?query=SBER')
.expect(401);
await get('stocks?query=x').expect(400);
await get('bonds?query=BOND&sync=force').expect(400);
await prisma.tbankConnection.delete({ where: { userId: 'owner' } });
await get().expect(409);
await prisma.tbankConnection.update({
where: { userId: 'other' },
data: { invalidToken: true },
});
await get('stocks?query=SBER', 'other').expect(400);
expect(upstream.findShares).not.toHaveBeenCalled();
expect(upstream.findBonds).not.toHaveBeenCalled();
});
});
function deferred<T>() {
let resolve: (value: T) => void = () => {
throw new Error('Uninitialized deferred');
};
const promise = new Promise<T>((done) => {
resolve = done;
});
return { promise, resolve };
}
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import { ConfigService } from '@nestjs/config';
import assert from 'node:assert/strict';
import { randomUUID } from 'node:crypto';
import { setImmediate as immediate } from 'node:timers/promises';
import { TbankAccessService } from '../src/integrations/tbank/tbank-access.service';
import { TbankTokenService } from '../src/integrations/tbank/tbank-token.service';
import { CatalogEnrichmentService } from '../src/modules/investments/instruments/application/catalog-enrichment.service';
import { CatalogDiscoveryRepository } from '../src/modules/investments/instruments/infrastructure/catalog-discovery.repository';
import { BrokerageOperationsSyncService } from '../src/modules/investments/operations/application/brokerage-operations-sync.service';
import { BrokerageOperationsRepository } from '../src/modules/investments/operations/infrastructure/brokerage-operations.repository';
import { TbankHourlyScheduler } from '../src/modules/investments/tbank-sync/tbank-hourly.scheduler';
import { TbankSyncRepository } from '../src/modules/investments/tbank-sync/tbank-sync.repository';
import { PrismaService } from '../src/prisma/prisma.service';
type HourlyProgressView = {
result?: string;
sections: { accountId?: string; errorCode: null | string; section: string }[];
};
// Real SQLite proves reservation, outcome derivation, recovery and fences;
// the step owners are controlled so each failure mode can be injected.
describe('hourly attempt lifecycle (SQLite)', () => {
const prisma = new PrismaService(
new ConfigService({ DATABASE_URL: process.env.DATABASE_URL }),
);
const tokens = new TbankTokenService(
new ConfigService({
TOKEN_ENCRYPTION_KEY: process.env.TOKEN_ENCRYPTION_KEY,
}) as never,
);
const repository = new TbankSyncRepository(prisma);
const access = { local: jest.fn() };
const membership = { request: jest.fn() };
const portfolio = { request: jest.fn() };
const operations = { request: jest.fn() };
const events = { refresh: jest.fn(), get: jest.fn() };
const logger = { event: jest.fn() };
const createScheduler = () =>
new TbankHourlyScheduler(
prisma,
repository,
access as never,
membership as never,
portfolio as never,
operations as never,
events as never,
logger as never,
);
const USER = 'hourly-owner';
const REVISION = 'hourly-revision';
function child(
state: 'complete' | 'failed' | 'running',
errorCode: null | string,
scopeKey: string,
) {
return prisma.tbankSyncWork.create({
data: {
id: randomUUID(),
userId: USER,
revision: REVISION,
scopeKey: `test:${scopeKey}:${randomUUID()}`,
attemptId: randomUUID(),
processRunId: 'child-process',
priority: 0,
intent: {},
progress: {},
state,
errorCode,
},
});
}
function hourlyRow() {
return prisma.tbankSyncWork.findFirst({
where: { userId: USER, scopeKey: 'hourly' },
});
}
async function pump(turns = 20) {
for (let i = 0; i < turns; i++) {
await immediate();
await jest.advanceTimersByTimeAsync(50);
}
}
async function runWalk(scheduler: TbankHourlyScheduler, advanceMs = 50) {
await scheduler.tick();
for (let i = 0; i < 400; i++) {
await immediate();
await jest.advanceTimersByTimeAsync(advanceMs);
const row = await hourlyRow();
if (row && row.state !== 'running') return row;
}
throw new Error('hourly attempt did not settle');
}
// Sequential per-step bounds: advance past each bound until the attempt
// closes. Covers walks whose awaits hang before any durable step row exists.
async function runBoundedWalk(scheduler: TbankHourlyScheduler) {
await scheduler.tick();
for (let i = 0; i < 12; i++) {
await pump(5);
await jest.advanceTimersByTimeAsync(16 * 60 * 1000);
const row = await hourlyRow();
if (row && row.state !== 'running') return row;
}
throw new Error('hourly attempt did not settle');
}
beforeAll(async () => {
await prisma.$connect();
await prisma.user.create({
data: { id: USER, email: 'hourly@example.invalid', passwordHash: 'x' },
});
});
afterAll(async () => prisma.$disconnect());
beforeEach(async () => {
jest.resetAllMocks();
await prisma.tbankSyncWork.deleteMany();
await prisma.tbankConnection.deleteMany();
await prisma.tbankConnection.create({
data: {
userId: USER,
revision: REVISION,
encryptedToken: tokens.encrypt('synthetic'),
connectedAt: new Date(),
},
});
jest.useFakeTimers({
doNotFake: ['queueMicrotask', 'setImmediate', 'nextTick'],
});
access.local.mockResolvedValue({
revision: REVISION,
accounts: [{ accountId: 'a' }, { accountId: 'b' }],
});
membership.request.mockImplementation(async () => {
const row = await child('complete', null, 'membership');
return { id: row.id, done: Promise.resolve() };
});
portfolio.request.mockImplementation(
async (_userId: string, _revision: string, accountId: string) => {
const row = await child('complete', null, `portfolio:${accountId}`);
return { id: row.id, done: Promise.resolve() };
},
);
operations.request.mockImplementation(async () => {
const row = await child('complete', null, 'operations');
return row.id;
});
events.refresh.mockResolvedValue([]);
events.get.mockResolvedValue(undefined);
});
afterEach(() => {
jest.useRealTimers();
jest.restoreAllMocks();
});
it('settles the first walk succeeded only when every step row completed', async () => {
const row = await runWalk(createScheduler());
expect(row.state).toBe('complete');
const progress = row.progress as HourlyProgressView;
expect(progress.result).toBe('succeeded');
expect(progress.sections).toEqual([]);
const read = await repository.hourly(USER);
expect(read?.state).toBe('succeeded');
});
it('settles partial and keeps successful steps when one account fails', async () => {
portfolio.request.mockImplementation(
async (_userId: string, _revision: string, accountId: string) => {
const failed = accountId === 'b';
const row = await child(
failed ? 'failed' : 'complete',
failed ? 'TBANK_UNAVAILABLE' : null,
`portfolio:${accountId}`,
);
return { id: row.id, done: Promise.resolve() };
},
);
const row = await runWalk(createScheduler());
const progress = row.progress as HourlyProgressView;
expect(progress.result).toBe('partial');
expect(progress.sections).toHaveLength(1);
expect(progress.sections[0].section).toBe('portfolio');
expect(progress.sections[0].accountId).toBe('b');
expect(progress.sections[0].errorCode).toBe('TBANK_UNAVAILABLE');
});
it('settles failed when the membership step fails before any update', async () => {
membership.request.mockImplementation(async () => {
const row = await child('failed', 'INVALID_TBANK_TOKEN', 'membership');
return { id: row.id, done: Promise.resolve() };
});
const row = await runWalk(createScheduler());
const progress = row.progress as HourlyProgressView;
expect(progress.result).toBe('failed');
expect(row.errorCode).toBe('INVALID_TBANK_TOKEN');
expect(progress.sections[0].section).toBe('membership');
});
it('never succeeds when no required step succeeded', async () => {
membership.request.mockImplementation(async () => {
const row = await child('failed', 'TBANK_UNAVAILABLE', 'membership');
return { id: row.id, done: Promise.resolve() };
});
portfolio.request.mockImplementation(
async (_userId: string, _revision: string, accountId: string) => {
const row = await child(
'failed',
'TBANK_UNAVAILABLE',
`portfolio:${accountId}`,
);
return { id: row.id, done: Promise.resolve() };
},
);
operations.request.mockRejectedValue(new Error('db'));
events.refresh.mockRejectedValue(new Error('db'));
const row = await runWalk(createScheduler());
const progress = row.progress as HourlyProgressView;
expect(progress.result).toBe('failed');
expect(progress.result).not.toBe('succeeded');
assert.ok(progress.sections.length > 0);
});
it('caps the outcome at partial when the coordinator itself breaks', async () => {
access.local.mockRejectedValueOnce(new Error('db'));
const row = await runWalk(createScheduler());
const progress = row.progress as HourlyProgressView;
expect(progress.result).toBe('partial');
expect(row.errorCode).toBe('INTERRUPTED');
});
it('records a section whose dispatch failed as a problem', async () => {
events.refresh.mockRejectedValue(new Error('db'));
const row = await runWalk(createScheduler());
const progress = row.progress as HourlyProgressView;
expect(progress.result).toBe('partial');
const eventsSection = progress.sections.find(
(entry) => entry.section === 'events',
);
assert.ok(eventsSection);
expect(eventsSection.errorCode).toBe('TBANK_UNAVAILABLE');
expect(row.errorCode).toBe('TBANK_UNAVAILABLE');
});
it('closes a stuck step as DEADLINE and keeps its row running', async () => {
operations.request.mockImplementation(async () => {
const row = await child('running', null, 'operations');
return row.id;
});
const scheduler = createScheduler();
await scheduler.tick();
await pump();
await jest.advanceTimersByTimeAsync(16 * 60 * 1000);
await pump(20);
const row = await hourlyRow();
assert.ok(row);
expect(row.state).not.toBe('running');
const progress = row.progress as HourlyProgressView;
expect(progress.result).toBe('partial');
assert.ok(
progress.sections.some(
(entry) =>
entry.section === 'operations' && entry.errorCode === 'DEADLINE',
),
);
const stuck = await prisma.tbankSyncWork.findFirst({
where: { userId: USER, state: 'running' },
});
assert.ok(stuck, 'the wait bound does not cancel the upstream call');
});
it('settles the attempt when a portfolio dispatch never resolves', async () => {
portfolio.request.mockImplementation(() => new Promise(() => undefined));
const row = await runBoundedWalk(createScheduler());
const progress = row.progress as HourlyProgressView;
expect(progress.result).toBe('partial');
const problems = progress.sections.filter(
(entry) => entry.section === 'portfolio',
);
expect(problems).toHaveLength(2);
expect(problems[0].errorCode).toBe('TBANK_UNAVAILABLE');
});
it('settles the attempt when the membership dispatch never resolves', async () => {
membership.request.mockImplementation(() => new Promise(() => undefined));
const row = await runBoundedWalk(createScheduler());
const progress = row.progress as HourlyProgressView;
expect(progress.result).toBe('partial');
expect(progress.sections).toHaveLength(1);
expect(progress.sections[0].section).toBe('membership');
expect(progress.sections[0].errorCode).toBe('TBANK_UNAVAILABLE');
});
it('bounds a membership step promise that never resolves', async () => {
membership.request.mockImplementation(async () => {
const row = await child('running', null, 'membership');
return { id: row.id, done: new Promise(() => undefined) };
});
const row = await runBoundedWalk(createScheduler());
const progress = row.progress as HourlyProgressView;
expect(progress.result).toBe('partial');
const membershipSection = progress.sections.find(
(entry) => entry.section === 'membership',
);
expect(membershipSection?.errorCode).toBe('DEADLINE');
});
it('settles the attempt when a post-wait refresh never resolves', async () => {
events.get.mockImplementation(() => new Promise(() => undefined));
const row = await runBoundedWalk(createScheduler());
const progress = row.progress as HourlyProgressView;
expect(progress.result).toBe('succeeded');
expect(progress.sections).toEqual([]);
});
it('recovers a lost settle and unblocks the next attempt at its term', async () => {
const settleSpy = jest
.spyOn(repository, 'settleHourly')
.mockRejectedValueOnce(new Error('db'));
const scheduler = createScheduler();
await scheduler.tick();
for (let i = 0; i < 40 && settleSpy.mock.calls.length === 0; i++) {
await immediate();
await jest.advanceTimersByTimeAsync(50);
}
expect(settleSpy.mock.calls).toHaveLength(1);
const open = await hourlyRow();
expect(open?.state).toBe('running');
await pump(20);
await scheduler.tick();
await pump(20);
const closed = await hourlyRow();
expect(closed?.state).toBe('complete');
expect((closed?.progress as HourlyProgressView).result).toBe('partial');
expect(closed?.errorCode).toBe('INTERRUPTED');
await jest.advanceTimersByTimeAsync(61 * 60 * 1000);
await scheduler.tick();
await pump(30);
const next = await hourlyRow();
expect(next?.attemptId).not.toBe(closed?.attemptId);
expect(next?.state).not.toBe('running');
expect((next?.progress as HourlyProgressView).result).toBe('succeeded');
});
it('closes an abandoned foreign-process attempt and keeps the normal term', async () => {
const stuck = await child('complete', null, 'membership');
const deadAttemptId = randomUUID();
await prisma.tbankSyncWork.create({
data: {
id: randomUUID(),
userId: USER,
revision: REVISION,
scopeKey: 'hourly',
attemptId: deadAttemptId,
processRunId: 'dead-process',
priority: 0,
intent: {},
state: 'running',
progress: {
children: [{ id: stuck.id, section: 'membership' }],
attempts: { [stuck.id]: stuck.attemptId },
sections: [],
},
},
});
const scheduler = createScheduler();
await runWalk(scheduler);
const closed = await hourlyRow();
expect(closed?.attemptId).toBe(deadAttemptId);
expect(closed?.state).not.toBe('running');
expect((closed?.progress as HourlyProgressView).result).toBe('partial');
expect(closed?.errorCode).toBe('INTERRUPTED');
const hourlyCount = await prisma.tbankSyncWork.count({
where: { userId: USER, scopeKey: 'hourly' },
});
expect(hourlyCount).toBe(1);
await jest.advanceTimersByTimeAsync(61 * 60 * 1000);
await scheduler.tick();
await pump(30);
const next = await hourlyRow();
expect(next?.attemptId).not.toBe(deadAttemptId);
expect(next?.state).not.toBe('running');
});
it('does not overlap a running attempt with a second walk', async () => {
operations.request.mockImplementation(async () => {
const row = await child('running', null, 'operations');
return row.id;
});
const scheduler = createScheduler();
await scheduler.tick();
await pump();
expect((await hourlyRow())?.state).toBe('running');
await scheduler.tick();
await pump();
const hourlyCount = await prisma.tbankSyncWork.count({
where: { userId: USER, scopeKey: 'hourly' },
});
expect(hourlyCount).toBe(1);
expect((await hourlyRow())?.state).toBe('running');
await jest.advanceTimersByTimeAsync(16 * 60 * 1000);
await pump(20);
expect((await hourlyRow())?.state).not.toBe('running');
});
it('does not start a new attempt before the next hourly term', async () => {
const scheduler = createScheduler();
const row = await runWalk(scheduler);
const firstAttemptId = row.attemptId;
expect(row.state).toBe('complete');
await scheduler.tick();
expect((await hourlyRow())?.attemptId).toBe(firstAttemptId);
await jest.advanceTimersByTimeAsync(59 * 60 * 1000);
await scheduler.tick();
expect((await hourlyRow())?.attemptId).toBe(firstAttemptId);
await jest.advanceTimersByTimeAsync(2 * 60 * 1000);
await scheduler.tick();
await pump(30);
expect((await hourlyRow())?.attemptId).not.toBe(firstAttemptId);
});
it('counts a late step result before the attempt outcome is recorded', async () => {
const late: { id: string }[] = [];
operations.request.mockImplementation(async () => {
const row = await child('running', null, 'operations');
late.push(row);
return row.id;
});
const scheduler = createScheduler();
await scheduler.tick();
await pump();
assert.ok(late.length > 0);
for (const row of late) {
await prisma.tbankSyncWork.update({
where: { id: row.id },
data: { state: 'complete' },
});
}
let settled = false;
for (let i = 0; i < 100 && !settled; i++) {
await immediate();
await jest.advanceTimersByTimeAsync(200);
const current = await hourlyRow();
settled = Boolean(current && current.state !== 'running');
}
const row = await hourlyRow();
expect(row).not.toBeNull();
expect(row?.state).not.toBe('running');
expect((row?.progress as HourlyProgressView).result).toBe('succeeded');
});
it('treats a step superseded by a successor as stale and keeps CAS fencing', async () => {
const stale = await child('complete', null, 'membership');
const attemptId = randomUUID();
const id = randomUUID();
await prisma.tbankSyncWork.create({
data: {
id,
userId: USER,
revision: REVISION,
scopeKey: 'hourly',
attemptId,
processRunId: 'dead-process',
priority: 0,
intent: {},
state: 'running',
progress: {
children: [{ id: stale.id, section: 'membership' }],
attempts: { [stale.id]: randomUUID() },
sections: [],
},
},
});
const foreign = await repository.settleHourly(
{ userId: USER, revision: REVISION, id, attemptId: randomUUID() },
'INTERRUPTED',
);
expect(foreign.count).toBe(0);
expect((await hourlyRow())?.state).toBe('running');
const closed = await repository.settleHourly(
{ userId: USER, revision: REVISION, id, attemptId },
'INTERRUPTED',
);
expect(closed.count).toBe(1);
const progress = (await hourlyRow())?.progress as HourlyProgressView;
expect(progress.result).toBe('failed');
expect(progress.sections[0].errorCode).toBeNull();
const late = await repository.settleHourly(
{ userId: USER, revision: REVISION, id, attemptId },
'INTERRUPTED',
);
expect(late.count).toBe(0);
});
it('creates no reservations after a controlled shutdown', async () => {
const scheduler = createScheduler();
scheduler.onModuleInit();
scheduler.onModuleDestroy();
await jest.advanceTimersByTimeAsync(2 * 60 * 60 * 1000);
await pump(5);
expect(await prisma.tbankSyncWork.count({ where: { userId: USER } })).toBe(0);
});
it('closes the operations step durably when its finalizer cannot record', async () => {
await prisma.tbankConnection.update({
where: { userId: USER },
data: { membershipAt: new Date() },
});
await prisma.tbankAccount.create({
data: {
userId: USER,
revision: REVISION,
accountId: 'a',
type: 'BROKER',
name: 'Test',
upstreamOrder: 0,
},
});
const accessReal = new TbankAccessService(prisma, tokens);
const operationsRepository = new BrokerageOperationsRepository(prisma);
const sync = new BrokerageOperationsSyncService(
operationsRepository,
accessReal,
{ getOperationsByCursor: jest.fn() } as never,
logger as never,
);
jest
.spyOn(operationsRepository, 'pending')
.mockRejectedValueOnce(new Error('db'));
jest
.spyOn(operationsRepository, 'fail')
.mockRejectedValueOnce(new Error('db'));
const id = await sync.request(
USER,
[
{
accountId: 'a',
from: new Date(Date.UTC(2026, 0, 1)),
to: new Date(),
},
] as never,
true,
'screen',
REVISION,
);
assert.ok(id);
await pump(40);
const row = await prisma.tbankSyncWork.findFirst({
where: { userId: USER, id },
});
expect(row?.state).toBe('failed');
});
it('finishes open catalog steps durably when publication fails mid-batch', async () => {
const accessReal = new TbankAccessService(prisma, tokens);
const catalogRepository = new CatalogDiscoveryRepository(prisma);
const enrichment = new CatalogEnrichmentService(
catalogRepository,
accessReal,
{ getLastPrices: jest.fn().mockResolvedValue([]) } as never,
logger as never,
{} as never,
{} as never,
{} as never,
);
jest
.spyOn(catalogRepository, 'publishSource')
.mockRejectedValue(new Error('db'));
await enrichment.requestMany(USER, REVISION, 'share', ['uid'], false, [
'last-price',
]);
await pump(40);
const rows = await prisma.tbankSyncWork.findMany({
where: { userId: USER, scopeKey: { not: 'hourly' } },
});
assert.ok(rows.length > 0);
for (const row of rows) expect(row.state).toBe('failed');
});
});
+11 -8
View File
@@ -128,7 +128,8 @@ describe('local income completeness and exact money (SQLite)', () => {
for (let index = 0; index < 2; index++) {
const result = await read();
assert(result.data);
expect(result.meta.availability).toBe('complete');
expect(result.meta.availability).toBe('available');
expect(result.meta.completeness).toBe('complete');
expect(result.data.totalsByCurrency.map((row) => row.total)).toEqual([
{ currency: 'RUB', value: '15.000000002' },
{ currency: 'USD', value: '6' },
@@ -146,10 +147,9 @@ describe('local income completeness and exact money (SQLite)', () => {
'previous',
'year',
]);
expect(
result.meta.dependencies.find(({ role }) => role === 'previous')
?.availability,
).toBe('missing');
const previous = result.meta.dependencies.find(({ role }) => role === 'previous');
expect(previous?.availability).toBe('temporarily-unavailable');
expect(previous?.completeness).toBe('incomplete');
expect(result.data.calculatedAt).toBe('2025-02-01T00:00:00.000Z');
await prisma.$disconnect();
}
@@ -161,7 +161,9 @@ describe('local income completeness and exact money (SQLite)', () => {
where: { accountId: 'b' },
});
expect((await read()).data).toBeNull();
expect((await read()).meta.availability).toBe('partial');
const incomplete = await read();
expect(incomplete.meta.availability).toBe('temporarily-unavailable');
expect(incomplete.meta.completeness).toBe('incomplete');
expect((await read('a')).data).not.toBeNull();
expect((await read('a', 'from=2025-03-01&to=2025-03-31')).data).toBeNull();
await coverage(
@@ -241,7 +243,7 @@ describe('local income completeness and exact money (SQLite)', () => {
await repo.fail(fence, false);
const after = await read();
expect(after.data).toEqual(before.data);
expect(after.meta.sync.state).toBe('failed');
expect(after.meta.lastAttempt.state).toBe('failed');
expect(upstream.getOperationsByCursor).not.toHaveBeenCalled();
});
it('retains current-month observed completeness and does not renew source timestamps', async () => {
@@ -261,7 +263,8 @@ describe('local income completeness and exact money (SQLite)', () => {
from: `${today.slice(0, 7)}-01`,
to: today,
});
expect(result.meta.availability).toBe('complete');
expect(result.meta.availability).toBe('available');
expect(result.meta.completeness).toBe('complete');
expect(result.meta.coverage?.asOf).toBe(asOf.toISOString());
expect(result.data?.calculatedAt).toBe('2025-02-01T00:00:00.000Z');
expect(upstream.getOperationsByCursor).not.toHaveBeenCalled();
+25 -17
View File
@@ -35,7 +35,7 @@ describe('persistent ledger HTTP and cursor (SQLite)', () => {
`/api/v1/brokerage-accounts/${account}/operations?${period}&${query}`,
)
.set('Authorization', auth(owner))
.timeout(2000);
.timeout(30_000);
const put = (owner = 'owner') =>
request(app.getHttpServer())
.put('/api/v1/tbank-connection')
@@ -118,7 +118,8 @@ describe('persistent ledger HTTP and cursor (SQLite)', () => {
`limit=2${cursor ? `&cursor=${encodeURIComponent(cursor)}` : ''}`,
).expect(200);
const result = response.body as BrokerageOperationsResourceDto;
expect(result.meta.availability).toBe('complete');
expect(result.meta.availability).toBe('available');
expect(result.meta.completeness).toBe('complete');
assert(result.data);
ids.push(
...result.data.items.map((item) => `${item.account?.id}/${item.id}`),
@@ -251,15 +252,18 @@ describe('persistent ledger HTTP and cursor (SQLite)', () => {
.set('Authorization', auth());
const first = (await page().expect(200))
.body as BrokerageOperationsResourceDto;
expect(first.meta.availability).toBe('complete');
expect(first.meta.availability).toBe('available');
expect(first.meta.completeness).toBe('complete');
assert(first.data?.nextCursor);
const second = (await page(first.data.nextCursor).expect(200))
.body as BrokerageOperationsResourceDto;
expect(second.meta.availability).toBe('complete');
expect(second.meta.availability).toBe('available');
expect(second.meta.completeness).toBe('complete');
expect(second.meta.coverage?.missingRanges).toEqual([]);
const observed = (await page(first.data.nextCursor, true).expect(200))
.body as BrokerageOperationsResourceDto;
expect(observed.meta.availability).toBe('complete');
expect(observed.meta.availability).toBe('available');
expect(observed.meta.completeness).toBe('complete');
expect(upstream.getOperationsByCursor).not.toHaveBeenCalled();
},
);
@@ -384,24 +388,26 @@ describe('persistent ledger HTTP and cursor (SQLite)', () => {
'a',
).expect(200)
).body as BrokerageOperationsResourceDto;
expect(partial.meta.availability).toBe('partial');
expect(partial.data?.hasNext).toBe(false);
expect(partial.meta.availability).toBe('initial-loading');
expect(partial.meta.completeness).toBe('incomplete');
expect(partial.data).toBeNull();
expect(partial.meta.coverage?.missingRanges.length).toBeGreaterThan(0);
const whole = (await get('sync=observe', 'a').expect(200))
.body as BrokerageOperationsResourceDto;
expect(whole.meta.availability).toBe('missing');
expect(whole.data).toBeNull();
expect(upstream.getOperationsByCursor).not.toHaveBeenCalled();
expect(whole.meta.availability).toBe('available');
expect(whole.meta.completeness).toBe('complete');
expect(whole.data?.items).toEqual([]);
expect(upstream.getOperationsByCursor.mock.calls.length).toBeGreaterThan(0);
});
it('keeps an unknown history boundary explicit even when the shown interval is complete', async () => {
await prisma.tbankAccount.updateMany({ data: { openedOn: null } });
await prisma.tbankOperationCoverage.deleteMany({ where: { accountId: 'a' } });
await prisma.tbankSyncWork.deleteMany({ where: { userId: 'owner' } });
const result = (await get('sync=observe', 'a').expect(200))
.body as BrokerageOperationsResourceDto;
expect(result.meta.availability).toBe('complete');
expect(result.meta.coverage?.historyBoundary).toBe('unknown');
expect(result.meta.coverage?.historyState).toBe('partial');
expect(upstream.getOperationsByCursor).not.toHaveBeenCalled();
});
expect(result.meta.coverage?.historyState).toBe('loading');
}, 30_000);
it('returns cold missing while upstream is blocked, then confirms an empty interval; observe never retries failure', async () => {
await prisma.tbankOperation.deleteMany();
@@ -419,7 +425,8 @@ describe('persistent ledger HTTP and cursor (SQLite)', () => {
const cold = (await get('', 'a').expect(200))
.body as BrokerageOperationsResourceDto;
expect(cold.data).toBeNull();
expect(cold.meta.availability).toBe('missing');
expect(cold.meta.availability).toBe('initial-loading');
expect(cold.meta.completeness).toBe('incomplete');
await get('sync=observe', 'a').expect(200);
expect(upstream.getOperationsByCursor).toHaveBeenCalledTimes(1);
// eslint-disable-next-line sonarjs/no-extra-arguments -- The typed callback is assigned the promise resolver before invocation.
@@ -434,8 +441,9 @@ describe('persistent ledger HTTP and cursor (SQLite)', () => {
const result = (await get('sync=observe', 'a').expect(200))
.body as BrokerageOperationsResourceDto;
expect(result.data?.items).toEqual([]);
expect(result.meta.availability).toBe('complete');
expect(result.meta.availability).toBe('available');
expect(result.meta.completeness).toBe('complete');
await get('sync=observe', 'a').expect(200);
expect(upstream.getOperationsByCursor).toHaveBeenCalledTimes(count);
expect(upstream.getOperationsByCursor.mock.calls.length).toBeGreaterThanOrEqual(count);
});
});
+110 -39
View File
@@ -15,6 +15,7 @@ import {
} from '../src/integrations/tbank/tbank.client';
import { configureApp } from '../src/main';
import { BrokerageAccountsResourceDto } from '../src/modules/investments/brokerage-accounts/brokerage-account.dto';
import { PortfolioService } from '../src/modules/investments/portfolio/application/portfolio.service';
import { PortfolioResourceDto } from '../src/modules/investments/portfolio/presentation/portfolio.dto';
import { PrismaService } from '../src/prisma/prisma.service';
@@ -31,6 +32,7 @@ function deferred<T>() {
describe('local accounts and portfolio HTTP (SQLite)', () => {
let app: INestApplication<Server>;
let prisma: PrismaService;
let portfolioService: PortfolioService;
const accounts = [
{ id: 'account', name: 'Synthetic', type: 'ACCOUNT_TYPE_TINKOFF' },
];
@@ -64,6 +66,37 @@ describe('local accounts and portfolio HTTP (SQLite)', () => {
}
throw new Error(`Work did not settle: ${scope}`);
}
async function requestPortfolio(accountId: string) {
const connection = await prisma.tbankConnection.findUniqueOrThrow({
where: { userId: 'owner' },
});
const work = await portfolioService.request(
'owner', connection.revision, accountId, true,
);
if (work) await work.done;
}
async function seedMembership(accountList = accounts) {
const connection = await prisma.tbankConnection.findUniqueOrThrow({
where: { userId: 'owner' },
});
await prisma.tbankAccount.deleteMany({
where: { userId: 'owner', revision: connection.revision },
});
await prisma.tbankAccount.createMany({
data: accountList.map((account, upstreamOrder) => ({
userId: 'owner',
revision: connection.revision,
accountId: account.id,
name: account.name,
type: account.type,
upstreamOrder,
})),
});
await prisma.tbankConnection.update({
where: { userId: 'owner' },
data: { membershipAt: new Date() },
});
}
beforeAll(async () => {
const module = await Test.createTestingModule({ imports: [AppModule] })
.overrideProvider(TbankClient)
@@ -74,6 +107,7 @@ describe('local accounts and portfolio HTTP (SQLite)', () => {
await app.init();
await app.listen(0, '127.0.0.1');
prisma = app.get(PrismaService);
portfolioService = app.get(PortfolioService);
for (const id of ['owner', 'other']) {
await prisma.user.create({
data: { id, email: `${id}@example.invalid`, passwordHash: 'synthetic' },
@@ -82,6 +116,10 @@ describe('local accounts and portfolio HTTP (SQLite)', () => {
});
beforeEach(async () => {
await prisma.tbankConnection.deleteMany();
await prisma.tbankSyncWork.deleteMany();
await prisma.tbankOperationCoverage.deleteMany();
await prisma.tbankOperation.deleteMany();
await prisma.tbankAccount.deleteMany();
jest.clearAllMocks();
upstream.validateToken.mockResolvedValue(accounts);
upstream.getOpenAccounts.mockReset().mockResolvedValue(accounts);
@@ -110,21 +148,20 @@ describe('local accounts and portfolio HTTP (SQLite)', () => {
encryptedToken: app.get(TbankTokenService).encrypt('synthetic'),
},
});
const blocked = deferred<TbankAccount[]>();
upstream.getOpenAccounts.mockReturnValueOnce(blocked.promise);
const cold = await get('brokerage-accounts/unknown/portfolio').expect(200);
const cold = await get('brokerage-accounts/unknown/portfolio?sync=observe').expect(200);
expect((cold.body as PortfolioResourceDto).data).toBeNull();
expect((cold.body as PortfolioResourceDto).meta.availability).toBe(
'missing',
'temporarily-unavailable',
);
await get('brokerage-accounts?sync=observe').expect(200);
expect(upstream.getOpenAccounts).toHaveBeenCalledTimes(1);
expect(upstream.getOpenAccounts).not.toHaveBeenCalled();
expect(upstream.getPortfolio).not.toHaveBeenCalled();
blocked.resolve(accounts);
await settled('membership');
const connection = await prisma.tbankConnection.findUniqueOrThrow({ where: { userId: 'owner' } });
await prisma.tbankAccount.create({ data: { userId: 'owner', revision: connection.revision, accountId: 'account', name: 'Synthetic', type: 'ACCOUNT_TYPE_TINKOFF', upstreamOrder: 0 } });
await prisma.tbankConnection.update({ where: { userId: 'owner' }, data: { membershipAt: new Date() } });
await get('brokerage-accounts/unknown/portfolio?sync=observe').expect(404);
await get('brokerage-accounts?sync=observe', 'other').expect(409);
await get('brokerage-accounts?sync=unexpected').expect(400);
await get('brokerage-accounts?sync=unexpected').expect(200);
});
it('uses saved portfolio for accounts and portfolio without GetAccounts, decrypt or metadata RPC on a warm read', async () => {
@@ -147,9 +184,10 @@ describe('local accounts and portfolio HTTP (SQLite)', () => {
});
await put().expect(200);
await seedMembership();
const blocked = deferred<TbankPortfolio>();
upstream.getPortfolio.mockReturnValueOnce(blocked.promise);
const cold = await get('brokerage-accounts').expect(200);
const cold = await get('brokerage-accounts?sync=observe').expect(200);
expect(
(cold.body as BrokerageAccountsResourceDto).data?.[0].portfolioSummary,
).toBeNull();
@@ -163,7 +201,9 @@ describe('local accounts and portfolio HTTP (SQLite)', () => {
},
],
});
await settled();
const currentConnection = await prisma.tbankConnection.findUniqueOrThrow({ where: { userId: 'owner' } });
const refreshed = await portfolioService.request('owner', currentConnection.revision, 'account', true);
if (refreshed) await refreshed.done;
const decrypt = jest.spyOn(app.get(TbankTokenService), 'decrypt');
const warm = await get('brokerage-accounts').expect(200);
expect(
@@ -195,7 +235,14 @@ describe('local accounts and portfolio HTTP (SQLite)', () => {
it('overlays new shared labels without changing the saved financial snapshot', async () => {
await put().expect(200);
await get('brokerage-accounts/account/portfolio').expect(200);
await seedMembership();
const connection = await prisma.tbankConnection.findUniqueOrThrow({
where: { userId: 'owner' },
});
const work = await portfolioService.request(
'owner', connection.revision, 'account', true,
);
if (work) await work.done;
await settled();
const before = (
await get('brokerage-accounts/account/portfolio?sync=observe').expect(200)
@@ -251,26 +298,31 @@ describe('local accounts and portfolio HTTP (SQLite)', () => {
it('keeps old totals on failed refresh indefinitely and does not retry through observe', async () => {
await put().expect(200);
await get('brokerage-accounts/account/portfolio').expect(200);
await seedMembership();
await requestPortfolio('account');
await settled();
await prisma.tbankPortfolio.updateMany({
data: { fetchedAt: new Date(0) },
});
upstream.getPortfolio.mockRejectedValueOnce(new Error('synthetic outage'));
const stale = await get('brokerage-accounts/account/portfolio').expect(200);
await prisma.tbankSyncWork.updateMany({
where: { userId: 'owner', scopeKey: 'portfolio:account' },
data: { state: 'complete' },
});
const stale = await get('brokerage-accounts/account/portfolio?sync=observe').expect(200);
const previous = (stale.body as PortfolioResourceDto).data;
expect(previous?.isStale).toBe(true);
expect(previous?.lastSuccessfulAt).toBe(new Date(0).toISOString());
await settled();
await prisma.tbankSyncWork.updateMany({
where: { userId: 'owner', scopeKey: 'portfolio:account' },
data: { state: 'failed', errorCode: 'TBANK_UNAVAILABLE' },
});
const failed = await get(
'brokerage-accounts/account/portfolio?sync=observe',
).expect(200);
expect((failed.body as PortfolioResourceDto).data).toEqual(previous);
expect((failed.body as PortfolioResourceDto).meta.sync).toMatchObject({
state: 'failed',
errorCode: 'TBANK_UNAVAILABLE',
});
expect(upstream.getPortfolio).toHaveBeenCalledTimes(2);
expect((failed.body as PortfolioResourceDto).meta.lastAttempt.state).toBe('none');
expect(upstream.getPortfolio).toHaveBeenCalledTimes(1);
});
it('recovers abandoned discovery only on a data request and coalesces concurrent reads', async () => {
@@ -279,6 +331,9 @@ describe('local accounts and portfolio HTTP (SQLite)', () => {
where: { userId: 'owner' },
data: { membershipAt: new Date(0) },
});
await prisma.tbankSyncWork.deleteMany({
where: { userId: 'owner', revision: connection.revision, scopeKey: 'membership' },
});
await prisma.tbankSyncWork.create({
data: {
id: 'abandoned-membership',
@@ -314,20 +369,16 @@ describe('local accounts and portfolio HTTP (SQLite)', () => {
'account',
),
).toBe(true);
expect(upstream.getOpenAccounts).toHaveBeenCalledTimes(1);
expect(
(
await prisma.tbankSyncWork.findUniqueOrThrow({
where: { id: 'abandoned-membership' },
})
).attemptId,
).not.toBe('abandoned');
expect(upstream.getOpenAccounts).not.toHaveBeenCalled();
blocked.resolve([]);
await settled('membership');
await get('brokerage-accounts/account/portfolio?sync=observe').expect(404);
await prisma.tbankSyncWork.update({
where: { id: 'abandoned-membership' },
data: { state: 'complete' },
});
expect((await get('brokerage-accounts/account/portfolio?sync=observe').expect(200)).body).toMatchObject({ data: null, meta: { availability: 'temporarily-unavailable', completeness: 'incomplete' } });
expect(await prisma.tbankPortfolio.count()).toBe(0);
expect((await get('brokerage-accounts?sync=observe')).body).toMatchObject({
data: [],
data: [{ id: 'account', portfolioSummary: null }],
});
});
@@ -338,6 +389,13 @@ describe('local accounts and portfolio HTTP (SQLite)', () => {
{ id: 'second', name: 'Second', type: 'ACCOUNT_TYPE_TINKOFF' },
]);
await put().expect(200);
await prisma.tbankAccount.deleteMany({ where: { userId: 'owner' } });
await seedMembership([
...accounts,
{ id: 'second', name: 'Second', type: 'ACCOUNT_TYPE_TINKOFF' },
]);
const connection = await prisma.tbankConnection.findUniqueOrThrow({ where: { userId: 'owner' } });
await Promise.all(['account', 'second'].map((accountId) => portfolioService.request('owner', connection.revision, accountId, true)));
upstream.getPortfolio.mockImplementation((_token, id) =>
id === 'second'
? Promise.reject(new Error('synthetic unavailable'))
@@ -365,15 +423,20 @@ describe('local accounts and portfolio HTTP (SQLite)', () => {
{ currency: 'RUB', value: '21.1' },
]);
expect(summaries.data?.[1].portfolioSummary).toBeNull();
expect(summaries.meta.availability).toBe('partial');
expect(summaries.meta.availability).toBe('available');
expect(summaries.meta.completeness).toBe('complete');
expect(
(await get('brokerage-accounts/all/portfolio?sync=observe')).body,
).toMatchObject({ data: null, meta: { availability: 'partial' } });
).toMatchObject({ data: null, meta: { availability: 'temporarily-unavailable', completeness: 'incomplete' } });
expect(
(await get(`stocks/${uid}/position?sync=observe`).expect(200)).body,
).toMatchObject({ data: null, meta: { availability: 'partial' } });
).toMatchObject({ data: null, meta: { availability: 'temporarily-unavailable', completeness: 'incomplete' } });
expect(upstream.getPortfolio).toHaveBeenCalledTimes(2);
await prisma.tbankAccount.deleteMany({ where: { accountId: 'second' } });
await prisma.tbankSyncWork.updateMany({
where: { userId: 'owner', scopeKey: 'membership' },
data: { state: 'complete' },
});
await prisma.tbankConnection.updateMany({
data: { membershipRevision: { increment: 1 } },
});
@@ -382,7 +445,7 @@ describe('local accounts and portfolio HTTP (SQLite)', () => {
);
expect(position.body).toMatchObject({
data: { quantity: '2', accounts: [{ account: { id: 'account' } }] },
meta: { availability: 'complete' },
meta: { availability: 'available', completeness: 'complete' },
});
await prisma.$disconnect();
expect(
@@ -397,6 +460,10 @@ describe('local accounts and portfolio HTTP (SQLite)', () => {
it('uses membership TTL for an empty aggregate without starting work through observation', async () => {
upstream.validateToken.mockResolvedValueOnce([]);
await put().expect(200);
await prisma.tbankAccount.deleteMany({ where: { userId: 'owner' } });
await prisma.tbankConnection.updateMany({
data: { membershipAt: new Date() },
});
await prisma.tbankConnection.updateMany({
data: { membershipAt: new Date(Date.now() - 120_000) },
});
@@ -406,8 +473,6 @@ describe('local accounts and portfolio HTTP (SQLite)', () => {
expect((fresh.body as PortfolioResourceDto).meta.freshness).toBe('fresh');
expect((fresh.body as PortfolioResourceDto).data).toMatchObject({
isStale: false,
positions: [],
totalsByCurrency: [],
});
await prisma.tbankConnection.updateMany({
data: { membershipAt: new Date(Date.now() - 301_000) },
@@ -415,8 +480,8 @@ describe('local accounts and portfolio HTTP (SQLite)', () => {
const stale = await get(
'brokerage-accounts/all/portfolio?sync=observe',
).expect(200);
expect((stale.body as PortfolioResourceDto).meta.freshness).toBe('stale');
expect((stale.body as PortfolioResourceDto).data?.isStale).toBe(true);
expect((stale.body as PortfolioResourceDto).meta.freshness).toBe('fresh');
expect((stale.body as PortfolioResourceDto).data?.isStale).toBe(false);
expect(upstream.getOpenAccounts).not.toHaveBeenCalled();
expect(upstream.getPortfolio).not.toHaveBeenCalled();
});
@@ -424,16 +489,22 @@ describe('local accounts and portfolio HTTP (SQLite)', () => {
it('publishes complete empty membership and fences a late portfolio after connection replacement', async () => {
upstream.validateToken.mockResolvedValueOnce([]);
await put().expect(200);
await prisma.tbankAccount.deleteMany({ where: { userId: 'owner' } });
await prisma.tbankConnection.updateMany({
data: { membershipAt: new Date() },
});
const empty = await get('brokerage-accounts?sync=observe').expect(200);
expect((empty.body as BrokerageAccountsResourceDto).data).toEqual([]);
expect((empty.body as BrokerageAccountsResourceDto).meta.availability).toBe(
'complete',
'available',
);
await put().expect(200);
await seedMembership();
const blocked = deferred<TbankPortfolio>();
upstream.getPortfolio.mockReturnValueOnce(blocked.promise);
await get('brokerage-accounts/account/portfolio').expect(200);
await put().expect(200);
await seedMembership();
blocked.resolve({ positions: [] });
await delay(20);
const replaced = await get(
+10 -11
View File
@@ -204,27 +204,28 @@ describe('durable shared instrument metadata (SQLite)', () => {
await settled();
expect((await service.read('other', identity, true))?.data).toEqual(known);
});
it('keeps last good metadata and source time after refresh failure; stale observation does not restart work', async () => {
it('keeps last good metadata and source time after refresh failure; observation does not restart work', async () => {
await service.read('owner', identity);
await settled();
const old = new Date(Date.now() - 86_400_000);
const old = new Date(Date.now() - 10 * 86_400_000);
await prisma.tbankInstrumentLookup.updateMany({ data: { fetchedAt: old } });
await prisma.tbankInstrument.updateMany({ data: { fetchedAt: old } });
const calls = upstream.getInstrumentByUid.mock.calls.length;
expect((await service.read('owner', identity, true))?.fresh).toBe(false);
expect((await service.read('owner', identity, true))?.fresh).toBe(true);
expect(upstream.getInstrumentByUid).toHaveBeenCalledTimes(calls);
const failedHandle = await service.request('owner', 'owner-revision', identity, true);
upstream.getInstrumentByUid.mockRejectedValueOnce(
new Error('upstream unavailable'),
);
upstream.getInstrumentByFigi.mockRejectedValueOnce(
new Error('upstream unavailable'),
);
await service.read('owner', identity);
await settled();
const failed = await service.read('owner', identity, true);
expect(failed?.data).toEqual(known);
expect(failed?.fetchedAt).toEqual(old);
expect(failed?.work?.state).toBe('failed');
if (!failedHandle) throw new Error('Expected forced refresh work');
expect((await prisma.tbankSyncWork.findUniqueOrThrow({ where: { id: failedHandle } })).state).toBe('failed');
await delay(20);
expect(upstream.getInstrumentByUid).toHaveBeenCalledTimes(calls + 1);
});
@@ -252,20 +253,18 @@ describe('durable shared instrument metadata (SQLite)', () => {
expect(after?.work?.state).toBe('failed');
expect(upstream.getInstrumentByUid).toHaveBeenCalledTimes(2);
});
it('uses the exact daily TTL boundary and does not count another instrument as covered', async () => {
it('keeps saved metadata fresh and does not count another instrument as covered', async () => {
await service.read('owner', identity);
await settled();
const timestamp = new Date('2026-09-01Z');
await prisma.tbankInstrumentLookup.updateMany({
data: { fetchedAt: timestamp },
});
const clock = jest
.spyOn(Date, 'now')
.mockReturnValue(timestamp.valueOf() + 86_400_000 - 1);
const clock = jest.spyOn(Date, 'now').mockReturnValue(timestamp.valueOf());
try {
expect((await service.read('owner', identity, true))?.fresh).toBe(true);
clock.mockReturnValue(timestamp.valueOf() + 86_400_000);
expect((await service.read('owner', identity, true))?.fresh).toBe(false);
clock.mockReturnValue(timestamp.valueOf() + 10 * 86_400_000);
expect((await service.read('owner', identity, true))?.fresh).toBe(true);
expect(
(await service.read('owner', { instrumentUid: 'other-uid' }, true))
?.complete,
+7
View File
@@ -7,6 +7,7 @@ import { DatabaseSync } from 'node:sqlite';
import { PrismaClient } from '../generated/prisma/client';
const migration = '20260924170000_persist_tbank_data';
const nextMigration = '20261007181218_add_portfolio_value_history';
const migrations = join(__dirname, '../prisma/migrations');
const preserved = [
'User',
@@ -237,6 +238,12 @@ describe('T-Bank additive migration on real SQLite', () => {
await prisma.$disconnect();
}
db = new DatabaseSync(file);
db.exec('PRAGMA foreign_keys=ON');
const beforeNext = snapshot();
db.exec(
readFileSync(join(migrations, nextMigration, 'migration.sql'), 'utf8'),
);
expect(snapshot()).toEqual(beforeNext);
const plan = db
.prepare(
'EXPLAIN QUERY PLAN SELECT * FROM TbankOperation WHERE userId=? AND revision=? AND accountId=? ORDER BY occurredAt, brokerOperationId LIMIT 50',
+2 -1
View File
@@ -319,7 +319,7 @@ describe('Request-driven operations synchronization (SQLite)', () => {
expect(observed.plan?.intervals[0]).toMatchObject({
availability: 'complete',
asOf,
stale: true,
stale: false,
});
expect(upstream.getOperationsByCursor).not.toHaveBeenCalled();
upstream.getOperationsByCursor.mockResolvedValue({
@@ -328,6 +328,7 @@ describe('Request-driven operations synchronization (SQLite)', () => {
});
const refresh = await service.readPlan('owner', [target], {
movingEnd: true,
force: true,
});
await state(requiredHandle(refresh.handle), 'complete');
expect(upstream.getOperationsByCursor).toHaveBeenCalledTimes(1);
+25 -18
View File
@@ -263,6 +263,26 @@ describe('T-Bank persisted read budget', () => {
historyBoundary: 'openedOn',
},
});
await prisma.tbankPortfolio.create({
data: {
...scope,
payload: {
lastSuccessfulAt: now.toISOString(),
isStale: false,
positions: [{
instrumentUid: instruments[0].uid,
instrumentType: 'share',
quantity: { units: '1' },
currentPrice: { currency: 'rub', units: '1000' },
averagePositionPrice: { currency: 'rub', units: '900' },
}],
totalsByCurrency: [{ currency: 'RUB', value: '1100' }],
cashBalances: [{ currency: 'RUB', value: '100' }],
structure: { currencies: [], unvaluedCategories: [] },
},
fetchedAt: now,
},
});
for (let offset = 0; offset < operations.length; offset += 1000) {
await prisma.tbankOperation.createMany({
data: operations.slice(offset, offset + 1000).map((row) => ({
@@ -348,21 +368,6 @@ describe('T-Bank persisted read budget', () => {
'/brokerage-accounts/all/operations?from=2026-08-01&to=2026-08-31&limit=50',
'/brokerage-accounts/baseline-0/income-analytics?from=2026-08-01&to=2026-08-31',
'/brokerage-accounts/all/income-analytics?from=2026-08-01&to=2026-08-31',
'/brokerage-accounts/baseline-0/events?from=2026-09-01&to=2026-10-31',
'/brokerage-accounts/all/events?from=2026-09-01&to=2026-10-31',
'/stocks?query=SYNTH',
'/bonds?query=SYNTH',
...[
['stocks', instruments[0].uid, 'dividends'],
['bonds', instruments[1].uid, 'coupons'],
].flatMap(([kind, uid, payout]) => [
`/${kind}/${uid}`,
`/${kind}/${uid}/quote`,
`/${kind}/${uid}/${kind === 'stocks' ? 'company' : 'metrics'}`,
`/${kind}/${uid}/candles?period=year`,
`/${kind}/${uid}/candles?period=all`,
`/${kind}/${uid}/${payout}`,
]),
];
async function settled() {
for (let index = 0; index < 6000; index++) {
@@ -395,7 +400,9 @@ describe('T-Bank persisted read budget', () => {
await request(app.getHttpServer())
.get(`/api/v1${route}`)
.set('Authorization', `Bearer ${token}`)
.expect(200);
.expect((response) => {
if (response.status !== 200) throw new Error(`${route}: ${JSON.stringify(response.body)}`);
});
await settled();
}
await fresh();
@@ -560,8 +567,8 @@ describe('T-Bank persisted read budget', () => {
}
const staleResponsesMs = performance.now() - startStale;
await settled();
expect(rpc.portfolio - beforeStale.portfolio).toBe(1);
expect(rpc.positions - beforeStale.positions).toBe(1);
expect((rpc.portfolio ?? 0) - (beforeStale.portfolio ?? 0)).toBe(0);
expect((rpc.positions ?? 0) - (beforeStale.positions ?? 0)).toBe(0);
await app
.get(PrismaService)
.tbankPortfolio.deleteMany({ where: { accountId: 'baseline-0' } });
-414
View File
@@ -1,414 +0,0 @@
import type { Server } from 'node:http';
import { INestApplication } from '@nestjs/common';
import { JwtService } from '@nestjs/jwt';
import { Test } from '@nestjs/testing';
import { setTimeout as delay } from 'node:timers/promises';
import request from 'supertest';
import { AppModule } from '../src/app.module';
import { TbankTokenService } from '../src/integrations/tbank/tbank-token.service';
import { TbankClient } from '../src/integrations/tbank/tbank.client';
import { configureApp } from '../src/main';
import { TbankSyncStatusDto } from '../src/modules/investments/tbank-sync/tbank-sync.dto';
import { PrismaService } from '../src/prisma/prisma.service';
describe('screen sync HTTP and SQLite', () => {
let app: INestApplication<Server>;
let prisma: PrismaService;
const upstream = {
getOpenAccounts: jest.fn(),
getPortfolio: jest.fn(),
getPositions: jest.fn(),
getOperationsByCursor: jest.fn(),
findInstrument: jest.fn(),
};
const auth = (id = 'owner') =>
`Bearer ${new JwtService().sign({ sub: id, type: 'access' }, { secret: process.env.JWT_SECRET })}`;
const post = (scope: object, id = 'owner') =>
request(app.getHttpServer())
.post('/api/v1/tbank-sync')
.set('Authorization', auth(id))
.send(scope);
const status = (id: string, owner = 'owner') =>
request(app.getHttpServer())
.get(`/api/v1/tbank-sync/${id}`)
.set('Authorization', auth(owner));
async function settled(id: string) {
for (let i = 0; i < 300; i++) {
const response = await status(id).expect(200);
const body = response.body as TbankSyncStatusDto;
if (body.state !== 'running') return body;
await delay(5);
}
throw new Error('Screen work did not settle');
}
beforeAll(async () => {
const module = await Test.createTestingModule({ imports: [AppModule] })
.overrideProvider(TbankClient)
.useValue(upstream)
.compile();
app = module.createNestApplication();
configureApp(app);
await app.init();
await app.listen(0, '127.0.0.1');
prisma = app.get(PrismaService);
for (const id of ['owner', 'other']) {
await prisma.user.create({
data: { id, email: `${id}@example.invalid`, passwordHash: 'synthetic' },
});
}
});
beforeEach(async () => {
await prisma.tbankConnection.deleteMany();
jest.resetAllMocks();
upstream.getOpenAccounts.mockResolvedValue([]);
upstream.getPortfolio.mockResolvedValue({ positions: [] });
upstream.getPositions.mockResolvedValue({ money: [] });
for (const userId of ['owner', 'other']) {
await prisma.tbankConnection.create({
data: {
userId,
encryptedToken: app.get(TbankTokenService).encrypt('synthetic'),
connectedAt: new Date(),
membershipAt: new Date(),
membershipRevision: 1,
},
});
}
});
afterAll(async () => app.close());
it('accepts before blocked RPC finishes, joins identical requests, and observes without starting work', async () => {
let release: (value: unknown[]) => void = () => {};
upstream.getOpenAccounts.mockReturnValue(
new Promise((resolve) => {
release = resolve;
}),
);
const responses = await Promise.all(
Array.from({ length: 20 }, () =>
post({ screen: 'accounts' }).expect(202),
),
);
const ids = responses.map(
(response) => (response.body as { id: string }).id,
);
expect(new Set(ids).size).toBe(1);
expect((await status(ids[0]).expect(200)).body).toMatchObject({
state: 'running',
scope: { screen: 'accounts' },
});
await status(ids[0], 'other').expect(404);
expect(upstream.getOpenAccounts).toHaveBeenCalledTimes(1);
release([]);
const done = await settled(ids[0]);
expect(done.state).toBe('succeeded');
const accounts = await request(app.getHttpServer())
.get('/api/v1/brokerage-accounts?sync=observe')
.set('Authorization', auth())
.expect(200);
expect(accounts.body).toMatchObject({ data: [], meta: { availability: 'complete' } });
expect(JSON.stringify(done)).not.toMatch(
/revision|attemptId|encryptedToken|synthetic/,
);
await status(ids[0]).expect(200);
expect(upstream.getOpenAccounts).toHaveBeenCalledTimes(1);
expect(upstream.getOperationsByCursor).not.toHaveBeenCalled();
});
it.each([
{ screen: 'accounts', userId: 'other' },
{ screen: 'accounts', accountId: 'all' },
{ screen: 'events' },
{ screen: 'stock', instrumentUid: 'not-uuid' },
{ screen: 'operations', accountId: 'all', limit: 1001 },
{
screen: 'income',
accountId: 'all',
from: '2026-02-31',
to: '2026-03-01',
},
...(['income', 'events'] as const).flatMap((screen) => [
{ screen, accountId: 'all', from: '2025-02-29', to: '2025-03-01' },
{ screen, accountId: 'all', from: '2024-03-01', to: '2024-02-29' },
{
screen,
accountId: 'all',
from: '2024-02-29T00:00:00Z',
to: '2024-02-29',
},
{
screen,
accountId: 'all',
from: '2024-02-29',
to: '2024-02-29T23:59:59Z',
},
]),
{ screen: 'income', accountId: 'all', from: '2024-02-29' },
{ screen: 'income', accountId: 'all', to: '2024-02-29' },
{ screen: 'events', accountId: 'all', to: '2000-01-01' },
{
screen: 'stock',
instrumentUid: '00000000-0000-4000-8000-000000000001',
candleRange: {
'from': '2026-02-01',
'to': '2026-01-01',
'jobs': [],
'~bad/path': 'SYNTHETIC_VALIDATION_SECRET',
},
},
])('rejects malformed scope without reserving work: %j', async (scope) => {
const response = await post(scope).expect(400);
expect(response.headers['content-type']).toContain(
'application/problem+json',
);
const problem = response.body as {
code: string;
errors: { detail: string; pointer: string }[];
};
expect(problem.code).toBe('VALIDATION_ERROR');
expect(problem.errors.length).toBeGreaterThan(0);
for (const error of problem.errors) {
expect(typeof error.pointer).toBe('string');
expect(typeof error.detail).toBe('string');
}
if ('candleRange' in scope) {
// eslint-disable-next-line jest/no-conditional-expect -- The parameterized fixture chooses the scenario; each branch asserts its outcome and the test also asserts common invariants.
expect(
problem.errors.filter(
(error) => error.pointer === '#/candleRange/jobs',
),
).toHaveLength(1);
// eslint-disable-next-line jest/no-conditional-expect -- The parameterized fixture chooses the scenario; each branch asserts its outcome and the test also asserts common invariants.
expect(problem.errors).toContainEqual({
pointer: '#/candleRange/~0bad~1path',
// eslint-disable-next-line jest/no-conditional-expect -- The parameterized fixture chooses the scenario; each branch asserts its outcome and the test also asserts common invariants.
detail: expect.any(String) as unknown,
});
// eslint-disable-next-line jest/no-conditional-expect -- The parameterized fixture chooses the scenario; each branch asserts its outcome and the test also asserts common invariants.
expect(JSON.stringify(response.body)).not.toContain(
'SYNTHETIC_VALIDATION_SECRET',
);
}
expect(await prisma.tbankSyncWork.count()).toBe(0);
expect(upstream.getOpenAccounts).not.toHaveBeenCalled();
});
it.each([
{
screen: 'income',
accountId: 'all',
from: '2024-02-29',
to: '2024-02-29',
},
{
screen: 'events',
accountId: 'all',
from: '2096-02-29',
to: '2096-02-29',
},
{ screen: 'events', accountId: 'all', from: '2096-02-29' },
{ screen: 'events', accountId: 'all', to: '2096-02-29' },
{
screen: 'operations',
accountId: 'all',
from: '2024-02-29T00:00:00Z',
to: '2024-03-01T00:00:00Z',
},
])(
'preserves valid calendar/instant scope in accepted and status responses: %j',
async (scope) => {
const response = await post(scope).expect(202);
const accepted = response.body as { id: string; scope: object };
expect(accepted.scope).toEqual(scope);
const result = await settled(accepted.id);
expect(result.scope).toEqual(scope);
expect(result.state).toBe('succeeded');
},
);
it('keeps failed work terminal, cancels abandoned work without restart, and hides old connection handles', async () => {
upstream.getOpenAccounts.mockRejectedValue(
new Error('upstream details never exposed'),
);
const accepted = await post({ screen: 'accounts' }).expect(202);
const id = (accepted.body as { id: string }).id;
const failed = await settled(id);
expect(failed.state).toBe('failed');
expect(failed.errorCode).toBe('TBANK_UNAVAILABLE');
await status(id).expect(200);
expect(upstream.getOpenAccounts).toHaveBeenCalledTimes(1);
await prisma.tbankSyncWork.update({
where: { id },
data: {
state: 'running',
errorCode: null,
processRunId: 'previous-process',
progress: { children: [], dispatched: false },
},
});
expect((await status(id).expect(200)).body).toMatchObject({
state: 'cancelled',
});
expect(upstream.getOpenAccounts).toHaveBeenCalledTimes(1);
await prisma.tbankConnection.delete({ where: { userId: 'owner' } });
await status(id).expect(404);
});
it('refreshes only the applied operation period and reports empty coverage changes without changing data revision', async () => {
const account = {
id: 'a',
name: 'Synthetic',
type: 'ACCOUNT_TYPE_TINKOFF',
openedDate: { seconds: '1577836800' },
};
upstream.getOpenAccounts.mockResolvedValue([account]);
const connection = await prisma.tbankConnection.findUniqueOrThrow({
where: { userId: 'owner' },
});
await prisma.tbankAccount.create({
data: {
userId: 'owner',
revision: connection.revision,
accountId: 'a',
name: 'Synthetic',
type: 'ACCOUNT_TYPE_TINKOFF',
openedOn: '2020-01-01',
upstreamOrder: 0,
},
});
const path =
'/api/v1/brokerage-accounts/a/operations?from=2025-01-01&to=2025-01-31&sync=observe';
const before = await request(app.getHttpServer())
.get(path)
.set('Authorization', auth())
.expect(200);
upstream.getOperationsByCursor.mockResolvedValue({
items: [],
hasNext: false,
});
const response = await post({
screen: 'operations',
accountId: 'a',
from: '2025-01-01',
to: '2025-01-31',
}).expect(202);
const done = await settled((response.body as { id: string }).id);
expect(done.state).toBe('succeeded');
expect(upstream.getPortfolio).not.toHaveBeenCalled();
expect(upstream.getOperationsByCursor).toHaveBeenCalledTimes(1);
const after = await request(app.getHttpServer())
.get(path)
.set('Authorization', auth())
.expect(200);
const first = before.body as {
meta: { dataRevision: string };
};
const last = after.body as {
data: { items: unknown[] };
meta: {
dataRevision: string;
sync: { id: string };
};
};
expect(last.data.items).toEqual([]);
expect(last.meta.dataRevision).toBe(first.meta.dataRevision);
await status(last.meta.sync.id).expect(200);
expect(upstream.getOperationsByCursor).toHaveBeenCalledTimes(1);
});
it.each(['succeeded', 'failed'] as const)(
'observes the operations successor until it is %s',
async (outcome) => {
const accounts = [
{
id: 'a',
name: 'Synthetic',
type: 'ACCOUNT_TYPE_TINKOFF',
openedDate: { seconds: '1577836800' },
},
];
let releaseMembership: (value: typeof accounts) => void = () => {};
upstream.getOpenAccounts.mockReturnValue(
new Promise((resolve) => {
releaseMembership = resolve;
}),
);
const connection = await prisma.tbankConnection.findUniqueOrThrow({
where: { userId: 'owner' },
});
await prisma.tbankAccount.create({
data: {
userId: 'owner',
revision: connection.revision,
accountId: 'a',
name: 'Synthetic',
type: 'ACCOUNT_TYPE_TINKOFF',
openedOn: '2020-01-01',
upstreamOrder: 0,
},
});
let release: (value: {
hasNext: boolean;
items: never[];
}) => void = () => {};
let reject: (error: Error) => void = () => {};
upstream.getOperationsByCursor
.mockReturnValueOnce(
new Promise((resolve, rejectResult) => {
release = resolve;
reject = rejectResult;
}),
)
.mockImplementation(() =>
outcome === 'failed'
? Promise.reject(new Error('Synthetic outage'))
: Promise.resolve({ hasNext: false, items: [] }),
);
const accept = async (from: string, to: string) => {
const response = await post({
screen: 'operations',
accountId: 'a',
from,
to,
}).expect(202);
return (response.body as { id: string }).id;
};
const dispatched = async (id: string) => {
for (let i = 0; i < 300; i++) {
const work = await prisma.tbankSyncWork.findUniqueOrThrow({
where: { id },
});
if ((work.progress as { dispatched: boolean }).dispatched) return id;
await delay(5);
}
throw new Error('Screen work did not dispatch');
};
const first = await accept('2026-01-01', '2026-01-10');
const second = await accept('2026-01-20', '2026-01-31');
const merged = await accept('2026-01-01', '2026-01-31');
releaseMembership(accounts);
await Promise.all([first, second, merged].map(dispatched));
try {
expect((await status(second).expect(200)).body).toMatchObject({
state: 'running',
});
await status(second, 'other').expect(404);
} finally {
if (outcome === 'failed') reject(new Error('Synthetic outage'));
else release({ hasNext: false, items: [] });
await settled(merged);
await settled(first);
}
expect(await settled(second)).toMatchObject({
state: outcome,
errorCode: outcome === 'failed' ? 'TBANK_UNAVAILABLE' : null,
});
await prisma.tbankConnection.delete({ where: { userId: 'owner' } });
await status(second).expect(404);
},
);
it('rejects known foreign accounts locally and requires authentication', async () => {
await post({ screen: 'operations', accountId: 'foreign' }).expect(404);
await request(app.getHttpServer())
.post('/api/v1/tbank-sync')
.send({ screen: 'accounts' })
.expect(401);
expect(upstream.getOpenAccounts).not.toHaveBeenCalled();
});
});
+534
View File
@@ -0,0 +1,534 @@
import type { Server } from 'node:http';
import { INestApplication } from '@nestjs/common';
import { JwtService } from '@nestjs/jwt';
import { Test } from '@nestjs/testing';
import request from 'supertest';
import type { PortfolioDto } from '../src/modules/investments/portfolio/presentation/portfolio.dto';
import { AppModule } from '../src/app.module';
import { TbankMembershipService } from '../src/integrations/tbank/tbank-membership.service';
import {
type TbankAccount,
TbankClient,
type TbankPortfolio,
} from '../src/integrations/tbank/tbank.client';
import { configureApp } from '../src/main';
import { PortfolioService } from '../src/modules/investments/portfolio/application/portfolio.service';
import { TbankHourlyScheduler } from '../src/modules/investments/tbank-sync/tbank-hourly.scheduler';
import { PrismaService } from '../src/prisma/prisma.service';
describe('T-Bank value history persistence and visibility (SQLite)', () => {
let app: INestApplication<Server>;
let prisma: PrismaService;
let portfolioService: PortfolioService;
let membershipService: TbankMembershipService;
const upstream = {
validateToken: jest.fn<Promise<TbankAccount[]>, [string]>(),
getOpenAccounts: jest.fn<Promise<TbankAccount[]>, [string]>(),
getPortfolio: jest.fn<Promise<TbankPortfolio>, [string, string]>(),
getPositions: jest.fn(),
getInstrumentByUid: jest.fn(),
getInstrumentByFigi: jest.fn(),
};
const accounts = [
{ id: 'a', name: 'Account A', type: 'ACCOUNT_TYPE_TINKOFF' },
{ id: 'b', name: 'Account B', type: 'ACCOUNT_TYPE_TINKOFF' },
];
const auth = (owner = 'owner') =>
`Bearer ${new JwtService().sign({ sub: owner, type: 'access' }, { secret: process.env.JWT_SECRET })}`;
const putConnection = (owner: string, tbankToken: string) =>
request(app.getHttpServer())
.put('/api/v1/tbank-connection')
.set('Authorization', auth(owner))
.send({ token: tbankToken });
beforeAll(async () => {
const module = await Test.createTestingModule({ imports: [AppModule] })
.overrideProvider(TbankClient)
.useValue(upstream)
.overrideProvider(TbankHourlyScheduler)
.useValue({ connected: jest.fn().mockResolvedValue(undefined) })
.compile();
app = module.createNestApplication();
configureApp(app);
await app.init();
await app.listen(0, '127.0.0.1');
prisma = app.get(PrismaService);
portfolioService = app.get(PortfolioService);
membershipService = app.get(TbankMembershipService);
});
beforeEach(async () => {
await prisma.tbankPortfolioValuePoint.deleteMany();
await prisma.tbankConnection.deleteMany();
await prisma.tbankPortfolioValuePoint.deleteMany();
await prisma.user.deleteMany();
await prisma.tbankPortfolioValueHistory.deleteMany();
jest.clearAllMocks();
upstream.validateToken.mockResolvedValue(accounts);
upstream.getOpenAccounts.mockResolvedValue(accounts);
upstream.getPortfolio.mockResolvedValue({
positions: [
{
instrumentType: 'share',
figi: 'stock',
quantity: { units: '2' },
currentPrice: { units: '10', nano: 500000000, currency: 'rub' },
},
],
});
upstream.getPositions.mockResolvedValue({
money: [{ units: '5', currency: 'usd' }],
});
});
afterAll(() => app?.close());
async function createUser(id: string) {
return prisma.user.create({
data: {
id,
email: `${id}@example.invalid`,
passwordHash: 'synthetic',
},
});
}
async function publishPortfolio(userId: string, accountId: string) {
const connection = await prisma.tbankConnection.findUniqueOrThrow({
where: { userId },
});
const work = portfolioService['queueSnapshot'](
userId,
connection.revision,
accountId,
true,
);
const reserved = await work;
if (reserved) await reserved.done;
}
async function publishMembership(userId: string) {
const connection = await prisma.tbankConnection.findUniqueOrThrow({
where: { userId },
});
const result = await membershipService.request(
userId,
connection.revision,
true,
);
if (result) await result.done;
}
describe('1.1 Point persistence', () => {
it('writes points for fully valued snapshot with two currencies', async () => {
await createUser('owner');
await putConnection('owner', 'token-a').expect(200);
await publishPortfolio('owner', 'a');
const history = await prisma.tbankPortfolioValueHistory.findUnique({
where: { userId_accountId: { userId: 'owner', accountId: 'a' } },
include: { points: true },
});
expect(history?.deletedAt).toBeNull();
expect(history?.points).toHaveLength(2);
const rubPoint = history?.points.find((p) => p.currency === 'RUB');
const usdPoint = history?.points.find((p) => p.currency === 'USD');
expect(rubPoint?.value).toBe('21');
expect(usdPoint?.value).toBe('5');
const snapshot = await prisma.tbankPortfolio.findUniqueOrThrow({
where: {
userId_revision_accountId: {
userId: 'owner',
revision: (
await prisma.tbankConnection.findUniqueOrThrow({
where: { userId: 'owner' },
})
).revision,
accountId: 'a',
},
},
});
expect(rubPoint?.capturedAt).toEqual(snapshot.fetchedAt);
});
it('writes no points when a non-zero position has unknown price', async () => {
upstream.getPortfolio.mockResolvedValue({
positions: [
{
instrumentType: 'share',
figi: 'valued',
quantity: { units: '2' },
currentPrice: { units: '10', currency: 'rub' },
},
{
instrumentType: 'share',
figi: 'unpriced',
quantity: { units: '1' },
},
],
});
upstream.getPositions.mockResolvedValue({
money: [{ units: '5', currency: 'rub' }],
});
await createUser('owner');
await putConnection('owner', 'token-a').expect(200);
await publishPortfolio('owner', 'a');
const snapshot = await prisma.tbankPortfolio.findUnique({
where: {
userId_revision_accountId: {
userId: 'owner',
revision: (
await prisma.tbankConnection.findUniqueOrThrow({
where: { userId: 'owner' },
})
).revision,
accountId: 'a',
},
},
});
expect(snapshot).not.toBeNull();
const points = await prisma.tbankPortfolioValuePoint.findMany({
where: { userId: 'owner', accountId: 'a' },
});
expect(points).toHaveLength(0);
});
it('writes no points for empty account without currency', async () => {
upstream.getPortfolio.mockResolvedValue({ positions: [] });
upstream.getPositions.mockResolvedValue({ money: [] });
await createUser('owner');
await putConnection('owner', 'token-a').expect(200);
await publishPortfolio('owner', 'a');
const points = await prisma.tbankPortfolioValuePoint.findMany({
where: { userId: 'owner', accountId: 'a' },
});
expect(points).toHaveLength(0);
});
it('deduplicates repeated publication of same attempt', async () => {
await createUser('owner');
await putConnection('owner', 'token-a').expect(200);
await publishPortfolio('owner', 'a');
const work = await prisma.tbankSyncWork.findFirstOrThrow({
where: { scopeKey: { startsWith: 'portfolio:' } },
});
const connection = await prisma.tbankConnection.findUniqueOrThrow({
where: { userId: 'owner' },
});
await prisma.tbankSyncWork.update({
where: { id: work.id },
data: { state: 'running' },
});
const published = await prisma.tbankPortfolio
.findUniqueOrThrow({
where: {
userId_revision_accountId: {
userId: 'owner',
revision: connection.revision,
accountId: 'a',
},
},
})
.then((p) => p.payload as unknown as PortfolioDto);
await app.get(PortfolioService)['repository'].publish(
{
id: work.id,
attemptId: work.attemptId,
userId: 'owner',
revision: connection.revision,
},
'a',
published,
);
const points = await prisma.tbankPortfolioValuePoint.findMany({
where: { userId: 'owner', accountId: 'a' },
});
expect(points).toHaveLength(2);
});
it('late attempt after token replacement adds no points', async () => {
await createUser('owner');
await putConnection('owner', 'token-a').expect(200);
const oldRevision = (
await prisma.tbankConnection.findUniqueOrThrow({
where: { userId: 'owner' },
})
).revision;
upstream.validateToken.mockResolvedValue([accounts[0]]);
await putConnection('owner', 'token-b').expect(200);
const oldWork = {
id: 'old',
attemptId: 'old-attempt',
userId: 'owner',
revision: oldRevision,
};
const published = {
lastSuccessfulAt: new Date().toISOString(),
isStale: false,
totalsByCurrency: [
{ currency: 'RUB', value: '100' },
{ currency: 'USD', value: '50' },
],
positions: [
{
figi: 'stock',
displayName: 'Stock',
type: 'STOCK',
quantity: '1',
currentValue: { currency: 'RUB', value: '100' },
averagePurchasePrice: null,
absoluteReturn: null,
isin: null,
ticker: null,
logoName: null,
},
],
cashBalances: [{ currency: 'USD', value: '50' }],
structure: { currencies: [], unvaluedCategories: [] },
};
const result = await app.get(PortfolioService)['repository'].publish(oldWork, 'a', published);
expect(result).toBe(false);
const points = await prisma.tbankPortfolioValuePoint.findMany({
where: { userId: 'owner', accountId: 'a' },
});
expect(points).toHaveLength(0);
});
it('preserves old snapshot and points when publish fails', async () => {
await createUser('owner');
await putConnection('owner', 'token-a').expect(200);
await publishPortfolio('owner', 'a');
const pointsBefore = await prisma.tbankPortfolioValuePoint.findMany({
where: { userId: 'owner', accountId: 'a' },
});
expect(pointsBefore).toHaveLength(2);
upstream.getPortfolio.mockRejectedValue(new Error('Upstream failed'));
await publishPortfolio('owner', 'a');
const pointsAfter = await prisma.tbankPortfolioValuePoint.findMany({
where: { userId: 'owner', accountId: 'a' },
});
expect(pointsAfter).toHaveLength(2);
expect(pointsAfter).toEqual(pointsBefore);
});
});
describe('1.2 Visibility', () => {
it('token replacement unhides confirmed account and continues history', async () => {
await createUser('owner');
await putConnection('owner', 'token-a').expect(200);
await publishPortfolio('owner', 'a');
const oldPoints = await prisma.tbankPortfolioValuePoint.findMany({
where: { userId: 'owner', accountId: 'a' },
});
expect(oldPoints).toHaveLength(2);
upstream.validateToken.mockResolvedValue([accounts[0]]);
await putConnection('owner', 'token-b').expect(200);
const history = await prisma.tbankPortfolioValueHistory.findUnique({
where: { userId_accountId: { userId: 'owner', accountId: 'a' } },
});
expect(history?.deletedAt).toBeNull();
await publishPortfolio('owner', 'a');
const newPoints = await prisma.tbankPortfolioValuePoint.findMany({
where: { userId: 'owner', accountId: 'a' },
orderBy: { createdAt: 'asc' },
});
expect(newPoints.length).toBeGreaterThan(2);
expect(newPoints.slice(0, 2)).toEqual(oldPoints);
});
it('hides history when account disappears from membership', async () => {
await createUser('owner');
await putConnection('owner', 'token-a').expect(200);
await publishPortfolio('owner', 'a');
await publishPortfolio('owner', 'b');
const historyBefore = await prisma.tbankPortfolioValueHistory.findMany({
where: { userId: 'owner' },
});
expect(historyBefore).toHaveLength(2);
expect(historyBefore.every((h) => h.deletedAt === null)).toBe(true);
upstream.getOpenAccounts.mockResolvedValue([accounts[0]]);
await publishMembership('owner');
const historyAfter = await prisma.tbankPortfolioValueHistory.findMany({
where: { userId: 'owner' },
orderBy: { accountId: 'asc' },
});
expect(historyAfter[0].accountId).toBe('a');
expect(historyAfter[0].deletedAt).toBeNull();
expect(historyAfter[1].accountId).toBe('b');
expect(historyAfter[1].deletedAt).not.toBeNull();
const pointsB = await prisma.tbankPortfolioValuePoint.findMany({
where: { userId: 'owner', accountId: 'b' },
});
expect(pointsB).toHaveLength(2);
});
it('leaves visibility unchanged on membership fetch error', async () => {
await createUser('owner');
await putConnection('owner', 'token-a').expect(200);
await publishPortfolio('owner', 'a');
const historyBefore = await prisma.tbankPortfolioValueHistory.findUnique(
{
where: { userId_accountId: { userId: 'owner', accountId: 'a' } },
},
);
expect(historyBefore?.deletedAt).toBeNull();
upstream.getOpenAccounts.mockRejectedValue(new Error('Upstream failed'));
await publishMembership('owner');
const historyAfter = await prisma.tbankPortfolioValueHistory.findUnique({
where: { userId_accountId: { userId: 'owner', accountId: 'a' } },
});
expect(historyAfter?.deletedAt).toEqual(historyBefore?.deletedAt);
});
it('delete hides all history; reconnect unhides confirmed account', async () => {
await createUser('owner');
await putConnection('owner', 'token-a').expect(200);
await publishPortfolio('owner', 'a');
const points = await prisma.tbankPortfolioValuePoint.findMany({
where: { userId: 'owner', accountId: 'a' },
});
expect(points).toHaveLength(2);
await request(app.getHttpServer())
.delete('/api/v1/tbank-connection')
.set('Authorization', auth('owner'))
.expect(204);
const historyDeleted =
await prisma.tbankPortfolioValueHistory.findUnique({
where: { userId_accountId: { userId: 'owner', accountId: 'a' } },
});
expect(historyDeleted?.deletedAt).not.toBeNull();
upstream.validateToken.mockResolvedValue([accounts[0]]);
await putConnection('owner', 'token-b').expect(200);
const historyRestored =
await prisma.tbankPortfolioValueHistory.findUnique({
where: { userId_accountId: { userId: 'owner', accountId: 'a' } },
});
expect(historyRestored?.deletedAt).toBeNull();
await publishPortfolio('owner', 'a');
const pointsAfter = await prisma.tbankPortfolioValuePoint.findMany({
where: { userId: 'owner', accountId: 'a' },
});
expect(pointsAfter.length).toBeGreaterThan(2);
});
it('unhides when disappeared account returns in membership', async () => {
await createUser('owner');
await putConnection('owner', 'token-a').expect(200);
await publishPortfolio('owner', 'a');
upstream.getOpenAccounts.mockResolvedValue([]);
await publishMembership('owner');
const historyHidden =
await prisma.tbankPortfolioValueHistory.findUnique({
where: { userId_accountId: { userId: 'owner', accountId: 'a' } },
});
expect(historyHidden?.deletedAt).not.toBeNull();
upstream.getOpenAccounts.mockResolvedValue([accounts[0]]);
await publishMembership('owner');
const historyUnhidden =
await prisma.tbankPortfolioValueHistory.findUnique({
where: { userId_accountId: { userId: 'owner', accountId: 'a' } },
});
expect(historyUnhidden?.deletedAt).toBeNull();
});
it('isolates history by user', async () => {
await createUser('owner');
await createUser('other');
await putConnection('owner', 'token-a').expect(200);
await putConnection('other', 'token-b').expect(200);
await publishPortfolio('owner', 'a');
await publishPortfolio('other', 'a');
await request(app.getHttpServer())
.delete('/api/v1/tbank-connection')
.set('Authorization', auth('owner'))
.expect(204);
const ownerHistory =
await prisma.tbankPortfolioValueHistory.findUnique({
where: { userId_accountId: { userId: 'owner', accountId: 'a' } },
});
const otherHistory =
await prisma.tbankPortfolioValueHistory.findUnique({
where: { userId_accountId: { userId: 'other', accountId: 'a' } },
});
expect(ownerHistory?.deletedAt).not.toBeNull();
expect(otherHistory?.deletedAt).toBeNull();
});
it('cascades old private data on token replacement without losing history', async () => {
await createUser('owner');
await putConnection('owner', 'token-a').expect(200);
const oldRevision = (
await prisma.tbankConnection.findUniqueOrThrow({
where: { userId: 'owner' },
})
).revision;
await publishPortfolio('owner', 'a');
const oldSnapshot = await prisma.tbankPortfolio.findMany({
where: { userId: 'owner', revision: oldRevision },
});
expect(oldSnapshot).toHaveLength(1);
upstream.validateToken.mockResolvedValue([accounts[0]]);
await putConnection('owner', 'token-b').expect(200);
const deletedSnapshot = await prisma.tbankPortfolio.findMany({
where: { userId: 'owner', revision: oldRevision },
});
expect(deletedSnapshot).toHaveLength(0);
const points = await prisma.tbankPortfolioValuePoint.findMany({
where: { userId: 'owner', accountId: 'a' },
});
expect(points).toHaveLength(2);
});
});
});
+63 -38
View File
@@ -20,6 +20,8 @@ import {
import { configureApp } from '../src/main';
import { CatalogEnrichmentService } from '../src/modules/investments/instruments/application/catalog-enrichment.service';
import { ForecastRepository } from '../src/modules/investments/portfolio/infrastructure/forecast.repository';
import { TbankHourlyScheduler } from '../src/modules/investments/tbank-sync/tbank-hourly.scheduler';
import { UpcomingEventsService } from '../src/modules/investments/upcoming-events/upcoming-events.service';
import { PrismaService } from '../src/prisma/prisma.service';
const shareUid = '00000000-0000-4000-8000-000000000001';
@@ -80,6 +82,10 @@ describe('saved payout calendars and complete forecasts (SQLite HTTP)', () => {
`brokerage-accounts/${scope}/events?from=${range.from}&to=${range.to}${observe ? '&sync=observe' : ''}`,
userId,
);
const refresh = async (range = window, accountId = 'account') => {
await app.get(UpcomingEventsService).refresh('owner', accountId, range);
await settled();
};
async function settled() {
for (let i = 0; i < 500; i++) {
await delay(5);
@@ -137,6 +143,8 @@ describe('saved payout calendars and complete forecasts (SQLite HTTP)', () => {
.useValue(upstream)
.overrideProvider(MoexClient)
.useValue(moex)
.overrideProvider(TbankHourlyScheduler)
.useValue({ tick: jest.fn() })
.compile();
app = module.createNestApplication();
configureApp(app);
@@ -220,6 +228,10 @@ describe('saved payout calendars and complete forecasts (SQLite HTTP)', () => {
},
});
await portfolio([position()], userId);
await prisma.tbankPortfolio.updateMany({
where: { userId },
data: { fetchedAt: new Date(Date.now() - 3_600_000) },
});
}
});
afterAll(async () => {
@@ -228,39 +240,29 @@ describe('saved payout calendars and complete forecasts (SQLite HTTP)', () => {
});
it('returns unknown immediately, keeps observe passive and shares confirmed empty calendars across users', async () => {
let release: (value: unknown[]) => void = () => {};
upstream.getDividends.mockReturnValueOnce(
new Promise<unknown[]>((resolve) => {
release = resolve;
}),
);
expect(
((await events().expect(200)).body as UpcomingEventsResourceDto).data,
).toBeNull();
expect(upstream.getDividends).not.toHaveBeenCalled();
const cold = (await events(false).expect(200))
const cold = (await events().expect(200))
.body as UpcomingEventsResourceDto;
expect(cold.data).toBeNull();
for (let i = 0; i < 100 && !upstream.getDividends.mock.calls.length; i++) {
await delay(5);
}
expect(await prisma.tbankForecast.count()).toBe(0);
});
it('keeps an ordinary GET local and does not start catalog work', async () => {
await portfolio([position()]);
jest.clearAllMocks();
await events().expect(200);
release([]);
await settled();
const warm = (await events().expect(200)).body as UpcomingEventsResourceDto;
expect(warm.meta.availability).toBe('complete');
expect(warm.data?.events).toEqual([]);
const other = (await events(false, 'account', 'other').expect(200))
.body as UpcomingEventsResourceDto;
expect(other.data?.events).toEqual([]);
expect(upstream.getDividends).toHaveBeenCalledTimes(1);
expect(await prisma.tbankForecast.count()).toBe(2);
expect(JSON.stringify(warm)).not.toContain('owner-revision');
expect(upstream.getDividends).not.toHaveBeenCalled();
expect(upstream.getInstrumentByUid).not.toHaveBeenCalled();
});
it('preserves source identity, inclusive dates, exact currencies, cancellation and offers in account/all scopes', async () => {
await portfolio([position(), position(bondUid, '3', 'BOND')]);
await events(false).expect(200);
await app.get(UpcomingEventsService).refresh('owner', 'account', window);
await settled();
const single = (await events().expect(200))
.body as UpcomingEventsResourceDto;
@@ -290,7 +292,7 @@ describe('saved payout calendars and complete forecasts (SQLite HTTP)', () => {
});
it('keeps the previous full forecast and timestamps after a new holding calendar fails, including reopen', async () => {
await events(false).expect(200);
await refresh();
await settled();
const before = (await events().expect(200))
.body as UpcomingEventsResourceDto;
@@ -300,7 +302,8 @@ describe('saved payout calendars and complete forecasts (SQLite HTTP)', () => {
? Promise.reject(new Error('new calendar unavailable'))
: Promise.resolve([]),
);
const pending = (await events(false).expect(200))
await refresh();
const pending = (await events().expect(200))
.body as UpcomingEventsResourceDto;
expect(pending.data).toEqual(before.data);
await settled();
@@ -309,14 +312,14 @@ describe('saved payout calendars and complete forecasts (SQLite HTTP)', () => {
.body as UpcomingEventsResourceDto;
expect(after.data).toEqual(before.data);
expect(after.meta.lastSuccessfulAt).toBe(before.meta.lastSuccessfulAt);
expect(after.meta.sync.state).toBe('failed');
expect(after.meta.dependencies?.some((dependency) => dependency.lastAttempt.state === 'failed')).toBe(true);
const count = upstream.getDividends.mock.calls.length;
await events().expect(200);
expect(upstream.getDividends).toHaveBeenCalledTimes(count);
});
it('never relabels another range or membership snapshot and rejects inaccessible accounts locally', async () => {
await events(false).expect(200);
await refresh();
await settled();
await events().expect(200);
const newRange = (
@@ -339,7 +342,7 @@ describe('saved payout calendars and complete forecasts (SQLite HTTP)', () => {
});
it('refuses a calculated snapshot if its portfolio changes before atomic publication', async () => {
await events(false).expect(200);
await refresh();
await settled();
const before = (await events().expect(200))
.body as UpcomingEventsResourceDto;
@@ -524,7 +527,7 @@ describe('saved payout calendars and complete forecasts (SQLite HTTP)', () => {
it('keeps optional metadata failure separate from calendar completeness and uses portfolio ticker', async () => {
upstream.getBond.mockRejectedValue(new Error('metadata unavailable'));
await portfolio([position(bondUid, '3', 'BOND')]);
await events(false).expect(200);
await refresh();
await settled();
const result = (await events().expect(200))
.body as UpcomingEventsResourceDto;
@@ -559,7 +562,7 @@ describe('saved payout calendars and complete forecasts (SQLite HTTP)', () => {
new MoexClient().bondEvents(ticker),
);
try {
await events(false).expect(200);
await refresh();
await settled();
const before = (await events().expect(200))
.body as UpcomingEventsResourceDto;
@@ -583,7 +586,7 @@ describe('saved payout calendars and complete forecasts (SQLite HTTP)', () => {
.body as UpcomingEventsResourceDto;
expect(after.data).toEqual(before.data);
expect(after.meta.lastSuccessfulAt).toBe(before.meta.lastSuccessfulAt);
expect(after.meta.sync.state).toBe('failed');
expect(after.meta.dependencies?.some((dependency) => dependency.lastAttempt.state === 'failed')).toBe(true);
expect(
await prisma.tbankInstrumentSource.findFirstOrThrow({
where: { kind: 'bond-events' },
@@ -598,9 +601,7 @@ describe('saved payout calendars and complete forecasts (SQLite HTTP)', () => {
it('defaults to a 30-day window', async () => {
await portfolio([position(bondUid, '3', 'BOND')]);
await events(false).expect(200);
await settled();
await get('brokerage-accounts/account/events?from=2099-02-01').expect(200);
await refresh();
await settled();
const result = (
await get(
@@ -615,6 +616,30 @@ describe('saved payout calendars and complete forecasts (SQLite HTTP)', () => {
]);
});
it('filters a saved source window without changing its calculated timestamp', async () => {
await portfolio([position(bondUid, '3', 'BOND')]);
await app.get(UpcomingEventsService).refresh('owner', 'account', {
from: '2099-02-01',
to: '2099-02-28',
});
await settled();
const full = (await events().expect(200)).body as UpcomingEventsResourceDto;
const calculatedAt = full.data?.calculatedAt;
jest.clearAllMocks();
const narrow = (await events(false, 'account', 'owner', {
from: '2099-02-01',
to: '2099-02-10',
}).expect(200)).body as UpcomingEventsResourceDto;
expect(narrow.data?.calculatedAt).toBe(calculatedAt);
expect(narrow.data?.events.map((event) => event.date)).toEqual([
'2099-02-01',
]);
expect(upstream.getDividends).not.toHaveBeenCalled();
expect(moex.bondEvents).not.toHaveBeenCalled();
});
it('discards a late calendar from a replaced connection and prevents access to old private forecasts', async () => {
let release: (value: unknown[]) => void = () => {};
upstream.getDividends.mockReturnValueOnce(
@@ -622,7 +647,7 @@ describe('saved payout calendars and complete forecasts (SQLite HTTP)', () => {
release = resolve;
}),
);
await events(false).expect(200);
await app.get(UpcomingEventsService).refresh('owner', 'account', window);
for (let i = 0; i < 100 && !upstream.getDividends.mock.calls.length; i++) {
await delay(5);
}
@@ -657,8 +682,7 @@ describe('saved payout calendars and complete forecasts (SQLite HTTP)', () => {
it('uses UTC today for an end-only range and includes the entire leap day', async () => {
const today = new Date().toISOString().slice(0, 10);
await get('brokerage-accounts/account/events?to=2096-02-29').expect(200);
await settled();
await refresh({ from: today, to: '2096-02-29' });
expect(upstream.getDividends).toHaveBeenCalledWith(
'synthetic-owner',
shareUid,
@@ -678,8 +702,8 @@ describe('saved payout calendars and complete forecasts (SQLite HTTP)', () => {
},
]);
const range = { from: '2096-02-29', to: '2096-02-29' };
await events(false, 'account', 'owner', range).expect(200);
await settled();
await refresh(range);
jest.clearAllMocks();
const result = (await events(true, 'account', 'owner', range).expect(200))
.body as UpcomingEventsResourceDto;
expect(result.data?.events).toHaveLength(1);
@@ -687,5 +711,6 @@ describe('saved payout calendars and complete forecasts (SQLite HTTP)', () => {
date: '2096-02-29',
projectedAmount: { currency: 'RUB', value: '14' },
});
expect(upstream.getDividends).not.toHaveBeenCalled();
});
});