feat: add portfolio

src/entities/brokerage-account/index.ts

@@ -1,6 +1,7 @@
+export type { BrokerageAccount } from "./api/useBrokerageAccounts";
 export {
 	brokerageAccountsQueryKey,
 	useBrokerageAccounts,
 } from "./api/useBrokerageAccounts";
-export { errorCode } from "./model/display";
+export { accountTypeKey, errorCode } from "./model/display";
 export { BrokerageAccountList } from "./ui/BrokerageAccountList";

src/entities/portfolio/api/usePortfolio.test.tsx

@@ -0,0 +1,45 @@
+import { MantineProvider } from "@mantine/core";
+import { QueryClient, QueryClientProvider } from "@tanstack/react-query";
+import { renderHook, waitFor } from "@testing-library/react";
+import type { ReactNode } from "react";
+import { describe, expect, it, vi } from "vitest";
+
+const { get } = vi.hoisted(() => ({ get: vi.fn() }));
+
+vi.mock("../../../shared/api", () => ({ apiClient: { GET: get } }));
+
+import { portfolioQueryPolicy, usePortfolio } from "./usePortfolio";
+
+describe("usePortfolio", () => {
+	it("uses the account endpoint with a 30 second cache and no retry", async () => {
+		const client = new QueryClient();
+		get.mockResolvedValueOnce({
+			data: {
+				lastSuccessfulAt: "2026-08-13T10:00:00Z",
+				isStale: false,
+				totalsByCurrency: [],
+				positions: [],
+				cashBalances: [],
+			},
+		});
+		const wrapper = ({ children }: { children: ReactNode }) => (
+			<MantineProvider>
+				<QueryClientProvider client={client}>{children}</QueryClientProvider>
+			</MantineProvider>
+		);
+
+		const { result } = renderHook(() => usePortfolio("account-1", "token"), {
+			wrapper,
+		});
+
+		await waitFor(() => expect(result.current.isSuccess).toBe(true));
+		expect(get).toHaveBeenCalledWith(
+			"/api/v1/brokerage-accounts/{accountId}/portfolio",
+			{
+				params: { path: { accountId: "account-1" } },
+				headers: { Authorization: "Bearer token" },
+			},
+		);
+		expect(portfolioQueryPolicy).toEqual({ staleTime: 30_000, retry: false });
+	});
+});

src/entities/portfolio/api/usePortfolio.ts

@@ -0,0 +1,36 @@
+import { useQuery } from "@tanstack/react-query";
+import { apiClient } from "../../../shared/api";
+import type { paths } from "../../../shared/api/generated/schema";
+
+export const portfolioQueryKey = (accountId: string) =>
+	["portfolio", accountId] as const;
+
+export const portfolioQueryPolicy = {
+	staleTime: 30_000,
+	retry: false,
+} as const;
+
+export type Portfolio =
+	paths["/api/v1/brokerage-accounts/{accountId}/portfolio"]["get"]["responses"][200]["content"]["application/json"];
+
+export function usePortfolio(
+	accountId: string | undefined,
+	accessToken: string | null,
+) {
+	return useQuery({
+		queryKey: portfolioQueryKey(accountId ?? ""),
+		enabled: Boolean(accountId && accessToken),
+		...portfolioQueryPolicy,
+		queryFn: async () => {
+			const { data, error } = await apiClient.GET(
+				"/api/v1/brokerage-accounts/{accountId}/portfolio",
+				{
+					params: { path: { accountId: accountId ?? "" } },
+					headers: { Authorization: `Bearer ${accessToken}` },
+				},
+			);
+			if (error) throw error;
+			return data as Portfolio;
+		},
+	});
+}

src/entities/portfolio/index.ts

@@ -0,0 +1,12 @@
+export type { Portfolio } from "./api/usePortfolio";
+export {
+	portfolioQueryKey,
+	portfolioQueryPolicy,
+	usePortfolio,
+} from "./api/usePortfolio";
+export {
+	formatDecimal,
+	formatMoney,
+	formatSnapshotTime,
+	portfolioErrorCode,
+} from "./model/display";

src/entities/portfolio/model/display.test.ts

@@ -0,0 +1,11 @@
+import { describe, expect, it } from "vitest";
+import { formatDecimal, formatMoney } from "./display";
+
+describe("portfolio display helpers", () => {
+	it("formats decimal strings without financial arithmetic", () => {
+		expect(formatDecimal("-1234567.89")).toBe("-1 234 567,89");
+		expect(formatMoney({ value: "10", currency: "RUB" })).toBe("10 ₽");
+		expect(formatMoney({ value: "0.5", currency: "USD" })).toBe("0,5 USD");
+		expect(formatMoney(null)).toBe("—");
+	});
+});

src/entities/portfolio/model/display.ts

@@ -0,0 +1,32 @@
+import type { Portfolio } from "../api/usePortfolio";
+
+type Money = Portfolio["totalsByCurrency"][number];
+
+export function formatDecimal(value: string): string {
+	const [integer, fraction] = value.split(".");
+	const sign = integer.startsWith("-") ? "-" : "";
+	const grouped = (sign ? integer.slice(1) : integer).replace(
+		/\B(?=(\d{3})+(?!\d))/g,
+		" ",
+	);
+	return `${sign}${grouped}${fraction ? `,${fraction}` : ""}`;
+}
+
+export function formatMoney(money: Money | null): string {
+	if (!money) return "—";
+	return `${formatDecimal(money.value)} ${money.currency === "RUB" ? "₽" : money.currency}`;
+}
+
+export function formatSnapshotTime(value: string): string {
+	return new Intl.DateTimeFormat("ru-RU", {
+		dateStyle: "medium",
+		timeStyle: "short",
+		timeZone: "UTC",
+	}).format(new Date(value));
+}
+
+export function portfolioErrorCode(error: unknown): string | undefined {
+	return typeof error === "object" && error !== null && "code" in error
+		? String(error.code)
+		: undefined;
+}