spec: unify income payment cards and drop period comparisons (WealthLedger/main#33) (#37)

spec: unify income payment cards and drop period comparisons (WealthLedger/main#33)
2026-10-13 18:16:27 +03:00
parent fe295aa73a
commit 6c858a8858
14 changed files with 1014 additions and 0 deletions
@@ -0,0 +1,26 @@
+sequenceDiagram
+    actor User
+    participant UI as WealthLedger frontend
+    participant API as WealthLedger backend
+    participant Store as Saved investment data
+    participant Broker as T-Bank
+    User->>UI: Open income page / apply from,to
+    UI->>API: GET income-analytics(accountId or all, from, to)
+    API->>Store: Verify session, membership, selected-period coverage and operations
+    alt Access denied or invalid period
+        API-->>UI: Problem Details (access/input error)
+        UI-->>User: Account/period error; preserve last applied data on invalid draft
+    else Selected period complete
+        Store-->>API: Confirmed selected operations and source state
+        API-->>UI: data with selected totals/entries + meta(selected)
+        UI-->>User: Totals and executed payment cards, no comparisons
+    else Selected period missing or incomplete
+        Store-->>API: Incomplete coverage + resource state
+        API-->>UI: data null + meta(selected)
+        UI-->>User: Loading or recoverable error, no partial final totals
+        opt First read of missing historical interval
+            API->>Broker: Begin bounded acquisition of missing selected interval
+            Broker-->>Store: Publish only confirmed complete result
+        end
+    end
+    Note over API,Store: No previous/year-ago interval is requested for comparison
@@ -0,0 +1,22 @@
+sequenceDiagram
+    actor User
+    participant UI as WealthLedger frontend
+    participant API as WealthLedger backend
+    participant Source as Broker / market source
+    alt Executed coupon or dividend
+        Source-->>API: Confirmed operation with signed payment and timestamp
+        API-->>UI: Ledger/income entry with original Money and instrument identity
+        UI-->>User: Shared payout card - executed, original signed amount
+    else Upcoming coupon or dividend
+        Source-->>API: Forecast event based on position at calculatedAt
+        API-->>UI: Future event, date kind and nullable projected Money
+        UI-->>User: Same payout card - forecast, registry date where applicable
+    else Instrument schedule event
+        Source-->>API: Published coupon/dividend terms, possibly undated/unknown
+        API-->>UI: Per-security amount, optional estimate and dates
+        UI-->>User: Same payout card - schedule, not a confirmed receipt
+    else Other operation or future event
+        API-->>UI: Trade/tax/fee/maturity/offer data
+        UI-->>User: Existing non-payout representation
+    end
+    Note over UI,User: Same payout presentation; source and certainty remain explicit