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 +1,22 @@
+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