fix(account): show source metadata on empty account and income (WealthLedger/frontend#55)

Share the brokerage access-loss predicate across client, resource query and account VM.

src/pages/account-income/ui/AccountIncomePage/AccountIncomePage.test.tsx

@@ -26,6 +26,7 @@ import { afterEach, describe, expect, it, vi } from "vitest";
 import type { IncomeAnalytics } from "@/entities/income";
 
 import { configureAuthClient } from "@/shared/api";
+import { formatSnapshotTime } from "@/shared/lib";
 import { createTestQueryClient } from "@/test/query";
 import { resource } from "@/test/resource";
 import { server } from "@/test/server";
@@ -403,6 +404,35 @@ describe("AccountIncomePage", () => {
 		expect(screen.queryByText(/Сравнение с/)).not.toBeInTheDocument();
 	});
 
+	it.each([
+		["full", analytics],
+		["empty", { ...analytics, buckets: [], entries: [], instruments: [], totalsByCurrency: [] }],
+	])("shows the server source time and last attempt for a %s result", async (_name, data) => {
+		server.use(
+			http.get("*/api/v1/brokerage-accounts/account-1/income-analytics", () =>
+				HttpResponse.json(
+					resource(data, {
+						freshness: "stale",
+						lastAttempt: {
+							finishedAt: "2026-08-27T01:00:00Z",
+							problems: [],
+							startedAt: "2026-08-27T00:59:00Z",
+							state: "failed",
+						},
+						lastSuccessfulAt: "2026-08-26T12:00:00Z",
+					}),
+				),
+			),
+		);
+		renderPage();
+		expect(await screen.findByText(/^Данные на /)).toHaveTextContent(
+			formatSnapshotTime("2026-08-26T12:00:00Z"),
+		);
+		expect(screen.getByText("Обновление не удалось")).toBeInTheDocument();
+		expect(screen.getByText("Данные требуют обновления")).toBeInTheDocument();
+		expect(screen.queryByRole("button", { name: "Повторить" })).not.toBeInTheDocument();
+	});
+
 	it("shows a quiet realized error", async () => {
 		server.use(
 			http.get(

src/pages/account-income/ui/AccountIncomePage/AccountIncomePage.vm.ts

@@ -3,6 +3,8 @@ import { useEffect, useMemo, useState } from "react";
 import { useForm } from "react-hook-form";
 import { useParams, useSearchParams } from "react-router";
 
+import type { InvestmentResourceMeta } from "@/shared/api";
+
 import { type IncomeAnalytics, useIncomeAnalytics } from "@/entities/income";
 import { useScreenSync } from "@/features/tbank-connection";
 import { isValidPeriod, moscowDate, useInitialAvailability } from "@/shared/lib";
@@ -30,6 +32,7 @@ type AccountIncomePageViewModel
 		onReset: () => void;
 		onSubmit: (values: IncomeForm) => void;
 		partial?: boolean;
+		source?: InvestmentResourceMeta;
 		state: "loaded";
 		totalVisible: boolean;
 	}
@@ -116,6 +119,7 @@ const useAccountIncomePageViewModel = (): AccountIncomePageViewModel => {
 		onReset,
 		onSubmit,
 		partial: analytics.meta?.completeness === "incomplete",
+		source: analytics.meta,
 		state: "loaded",
 		totalVisible: analytics.meta?.completeness === "complete",
 	};

src/pages/account-income/ui/AccountIncomePage/components/AccountIncomePageLoaded.view.tsx

@@ -9,6 +9,8 @@ import { StateView } from "@wealthledger/ui";
 import { FormProvider } from "react-hook-form";
 import { useTranslation } from "react-i18next";
 
+import { SourceSyncStatus } from "@/shared/ui";
+
 import type { AccountIncomePageViewModel } from "../AccountIncomePage.vm";
 
 import classes from "../AccountIncomePage.module.css";
@@ -49,6 +51,12 @@ const AccountIncomePageLoaded: FC<LoadedProps> = (props) => {
 				/>
 			</FormProvider>
 
+			<SourceSyncStatus
+				lastAttempt={props.source?.lastAttempt}
+				lastSuccessfulAt={props.source?.lastSuccessfulAt}
+				stale={props.source?.freshness === "stale"}
+			/>
+
 			<AccountIncomePageLoadedSummary {...props} />
 
 			<Alert color="blue">{t("income.taxBoundary")}</Alert>

src/pages/account/ui/AccountPage/AccountPage.test.tsx

@@ -18,6 +18,7 @@ import type { BrokerageEvent } from "@/entities/brokerage-event";
 
 import { type Portfolio, portfolioQueryOptions } from "@/entities/portfolio";
 import { configureAuthClient } from "@/shared/api";
+import { formatSnapshotTime } from "@/shared/lib";
 import { createTestQueryClient } from "@/test/query";
 import { resource } from "@/test/resource";
 import { server } from "@/test/server";
@@ -231,6 +232,37 @@ describe("AccountPage states", () => {
 			.toHaveAccessibleDescription(/Акция: 100 ₽, 100 %/);
 	});
 
+	it("shows server source time and attempt for an empty account", async () => {
+		server.use(
+			http.get("*/api/v1/brokerage-accounts/:accountId/portfolio", () =>
+				HttpResponse.json(resource(
+					{
+						...portfolio,
+						cashBalances: [],
+						isStale: false,
+						positions: [],
+						totalsByCurrency: [],
+					},
+					{
+						lastAttempt: {
+							finishedAt: "2026-08-14T01:00:00Z",
+							problems: [],
+							startedAt: "2026-08-14T00:59:00Z",
+							state: "failed",
+						},
+						lastSuccessfulAt: "2026-08-13T12:00:00Z",
+					},
+				)),
+			),
+		);
+		renderAccountRoute(createTestQueryClient());
+		expect(await screen.findByText(/^Данные на /)).toHaveTextContent(
+			formatSnapshotTime("2026-08-13T12:00:00Z"),
+		);
+		expect(screen.getByText("Обновление не удалось")).toBeInTheDocument();
+		expect(screen.queryByRole("button", { name: "Повторить" })).not.toBeInTheDocument();
+	});
+
 	it("expands and resets other when switching slice", () => {
 		const positions = [400, 250, 150, 100, 50, 30, 20].map(
 			(value, index) => position({
@@ -874,7 +906,6 @@ describe("AccountPage states", () => {
 		).toBeInTheDocument();
 		expect(screen.queryByText(/T-Bank временно недоступен/))
 			.not.toBeInTheDocument();
-		expect(screen.queryByText(/Данные получены/)).not.toBeInTheDocument();
 		expect(screen.getByRole("radio", { name: "Акции" })).toBeInTheDocument();
 		expect(
 			screen.getByRole("radio", { name: "Облигации" }),
@@ -1276,7 +1307,7 @@ describe("AccountPage states", () => {
 			});
 
 			expect(structure).toHaveTextContent("10 ₽");
-			expect(screen.queryByText(/Данные получены/)).not.toBeInTheDocument();
+			expect(screen.getByText(/^Данные на /)).toBeInTheDocument();
 			void queryClient.invalidateQueries({
 				queryKey: portfolioQueryOptions("account-1").queryKey,
 			});
@@ -1320,7 +1351,7 @@ describe("AccountPage states", () => {
 					screen.getAllByRole("definition").map(node => node.textContent),
 				).toEqual(["-0,5 $"]),
 			);
-			expect(screen.queryByText(/Данные получены/)).not.toBeInTheDocument();
+			expect(screen.getByText(/^Данные на /)).toHaveTextContent("Данные на");
 			expect(structure).not.toHaveTextContent("10 ₽");
 			expect(structure).toHaveTextContent("Нет положительной стоимости");
 			expect(
@@ -1361,7 +1392,7 @@ describe("AccountPage states", () => {
 		expect(
 			screen.getAllByRole("definition").map(node => node.textContent),
 		).toEqual(["1 234,5 ₽"]);
-		expect(screen.queryByText(/Данные получены/)).not.toBeInTheDocument();
+		expect(screen.getByText(/^Данные на /)).toBeInTheDocument();
 		expect(
 			screen.queryByRole("status", { name: "Загрузка" }),
 		).not.toBeInTheDocument();

src/pages/account/ui/AccountPage/AccountPage.tsx

@@ -18,6 +18,7 @@ const AccountPage: FC = () => {
 				incomeSummary={viewModel.incomeSummary}
 				recentEvents={viewModel.recentEvents}
 				recentOperations={viewModel.recentOperations}
+				source={viewModel.source}
 			/>
 		);
 

src/pages/account/ui/AccountPage/AccountPage.vm.ts

@@ -16,7 +16,7 @@ import {
 import { useIncomeSummary } from "@/entities/income";
 import { usePortfolio } from "@/entities/portfolio";
 import { useScreenSync } from "@/features/tbank-connection";
-import { ApiErrorCode, apiErrorCode, isApiErrorCode } from "@/shared/api";
+import { apiErrorCode, isBrokerageAccessLoss } from "@/shared/api";
 import { useInitialAvailability } from "@/shared/lib";
 
 import {
@@ -47,6 +47,7 @@ type AccountPageContent = {
 	partial?: boolean;
 	recentEvents: AccountPageRecentEvents;
 	recentOperations: AccountPageRecentOperations;
+	source?: InvestmentResourceMeta;
 };
 
 type AccountPageEmptyViewModel = AccountPageContent & {
@@ -62,7 +63,6 @@ type AccountPageLoadedViewModel = AccountPageContent & {
 	portfolio: Portfolio;
 	positionSections: AccountPagePositionSection[];
 	slice: Slice;
-	source?: InvestmentResourceMeta;
 	state: "loaded";
 	tab: string;
 	unrealizedReturns: Portfolio["totalsByCurrency"];
@@ -74,12 +74,6 @@ type AccountPageViewModel
 		| { code?: string; state: "error" }
 		| { state: "loading" };
 
-function isPortfolioAccessFailure(code?: string) {
-	return isApiErrorCode(code, ApiErrorCode.InvalidTbankToken)
-		|| isApiErrorCode(code, ApiErrorCode.NotFound)
-		|| isApiErrorCode(code, ApiErrorCode.TbankNotConnected);
-}
-
 function useAccountPageViewModel(): AccountPageViewModel {
 	const { accountId } = useParams();
 	const { t } = useTranslation();
@@ -119,7 +113,7 @@ function useAccountPageViewModel(): AccountPageViewModel {
 	]);
 
 	const code = apiErrorCode(portfolio.error);
-	const isAccessFailure = isPortfolioAccessFailure(code);
+	const isAccessFailure = isBrokerageAccessLoss(code);
 
 	const availability = useInitialAvailability({
 		hasContent: !!portfolio.data,
@@ -152,6 +146,7 @@ function useAccountPageViewModel(): AccountPageViewModel {
 			incomeSummary,
 			recentEvents,
 			recentOperations,
+			source: portfolio.meta,
 			state: "empty" as const,
 		};
 

src/pages/account/ui/AccountPage/components/AccountPageEmpty.view.tsx

@@ -5,8 +5,10 @@ import { StateView } from "@wealthledger/ui";
 import { useTranslation } from "react-i18next";
 
 import type { BrokerageAccount } from "@/entities/brokerage-account";
+import type { InvestmentResourceMeta } from "@/shared/api";
 
 import { BrokerageEventsPreview } from "@/entities/brokerage-event";
+import { SourceSyncStatus } from "@/shared/ui";
 import { PortfolioStructure } from "@/widgets/portfolio-structure";
 
 import type {
@@ -25,6 +27,7 @@ type AccountPageEmptyProps = {
 	incomeSummary?: AccountPageIncomeSummary;
 	recentEvents: AccountPageRecentEvents;
 	recentOperations: AccountPageRecentOperations;
+	source?: InvestmentResourceMeta;
 };
 
 const AccountPageEmpty: FC<AccountPageEmptyProps> = (props) => {
@@ -40,6 +43,12 @@ const AccountPageEmpty: FC<AccountPageEmptyProps> = (props) => {
 		<Stack>
 			<AccountHeading account={props.account} accountId={props.accountId} />
 
+			<SourceSyncStatus
+				lastAttempt={props.source?.lastAttempt}
+				lastSuccessfulAt={props.source?.lastSuccessfulAt}
+				stale={props.source?.freshness === "stale"}
+			/>
+
 			<StateView text={text} title={t("portfolio.emptyTitle")} />
 
 			<PortfolioStructure

src/shared/api/client.ts

@@ -3,7 +3,12 @@ import createQueryClient from "openapi-react-query";
 
 import type { paths } from "./generated/schema";
 
-import { ApiErrorCode, apiErrorCode, isApiErrorCode } from "./problem-details";
+import {
+	ApiErrorCode,
+	apiErrorCode,
+	isApiErrorCode,
+	isBrokerageAccessLoss,
+} from "./problem-details";
 
 const HTTP_UNAUTHORIZED = 401;
 const HTTP_REQUEST_TIMEOUT = 408;
@@ -165,12 +170,8 @@ function isNetworkFailure(error: unknown): boolean {
 }
 
 function isPermanentCode(code?: string): boolean {
-	return [
+	return isBrokerageAccessLoss(code)
-		ApiErrorCode.InvalidTbankToken,
+		|| isApiErrorCode(code, ApiErrorCode.Unauthorized);
-		ApiErrorCode.NotFound,
-		ApiErrorCode.TbankNotConnected,
-		ApiErrorCode.Unauthorized,
-	].some(permanent => isApiErrorCode(code, permanent));
 }
 
 function isTransientReadFailure(

src/shared/api/index.ts

@@ -7,7 +7,12 @@ export {
 	configureAuthClient,
 } from "./client";
 export type { paths } from "./generated/schema";
-export { ApiErrorCode, apiErrorCode, isApiErrorCode } from "./problem-details";
+export {
+	ApiErrorCode,
+	apiErrorCode,
+	isApiErrorCode,
+	isBrokerageAccessLoss,
+} from "./problem-details";
 
 export {
 	type InvestmentResourceMeta,

src/shared/api/problem-details.test.ts

@@ -1,6 +1,11 @@
 import { expect, it } from "vitest";
 
-import { ApiErrorCode, apiErrorCode, isApiErrorCode } from "./problem-details";
+import {
+	ApiErrorCode,
+	apiErrorCode,
+	isApiErrorCode,
+	isBrokerageAccessLoss,
+} from "./problem-details";
 
 it("matches known codes and preserves unknown wire codes for fallback handling", () => {
 	expect(
@@ -16,3 +21,10 @@ it("matches known codes and preserves unknown wire codes for fallback handling",
 	expect(apiErrorCode(null)).toBeUndefined();
 	expect(apiErrorCode({})).toBeUndefined();
 });
+
+it("separates brokerage access loss from UNAUTHORIZED, temporary and unknown codes", () => {
+	for (const code of ["INVALID_TBANK_TOKEN", "NOT_FOUND", "TBANK_NOT_CONNECTED"])
+		expect(isBrokerageAccessLoss(code)).toBe(true);
+	for (const code of ["UNAUTHORIZED", "TBANK_UNAVAILABLE", "FUTURE_PROVIDER_ERROR", undefined])
+		expect(isBrokerageAccessLoss(code)).toBe(false);
+});

src/shared/api/problem-details.ts

@@ -41,4 +41,14 @@ function isApiErrorCode(
 	return value === expected;
 }
 
-export { ApiErrorCode, apiErrorCode, isApiErrorCode };
+// Confirmed loss of access to the brokerage data. UNAUTHORIZED is a session
+// failure with its own refresh/sign-out path, so it is deliberately excluded.
+function isBrokerageAccessLoss(code?: string): boolean {
+	return [
+		ApiErrorCode.InvalidTbankToken,
+		ApiErrorCode.NotFound,
+		ApiErrorCode.TbankNotConnected,
+	].some(loss => isApiErrorCode(code, loss));
+}
+
+export { ApiErrorCode, apiErrorCode, isApiErrorCode, isBrokerageAccessLoss };

src/shared/api/resource-query.ts

@@ -10,7 +10,7 @@ import type { components, paths } from "./generated/schema";
 
 import { useAuthenticatedQuery } from "./authenticated-query";
 import { getAuthenticatedSessionSnapshot } from "./client";
-import { ApiErrorCode, apiErrorCode, isApiErrorCode } from "./problem-details";
+import { apiErrorCode, isBrokerageAccessLoss } from "./problem-details";
 
 type InvestmentResourceMeta = components["schemas"]["InvestmentResourceMetaDto"];
 
@@ -39,15 +39,7 @@ function invalidateResourceAccess(
 	group: string,
 	error: unknown,
 ) {
-	const errorCode = apiErrorCode(error);
+	if (!isBrokerageAccessLoss(apiErrorCode(error))) return;
-	if (
-		[
-			ApiErrorCode.InvalidTbankToken,
-			ApiErrorCode.NotFound,
-			ApiErrorCode.TbankNotConnected,
-		].every(code => !isApiErrorCode(errorCode, code))
-	)
-		return;
 
 	const affected = {
 		predicate: (cached: { meta?: Record<string, unknown> }) =>