feat: add broker account display models

apps/frontend/src/pages/broker/brokerAllocation.test.ts

@@ -0,0 +1,115 @@
+import { describe, expect, it } from 'vitest';
+import type { BrokerMoney, BrokerPortfolio } from '../../api/responses';
+import { buildBrokerAllocation } from './brokerAllocation';
+
+function money(value: number): BrokerMoney {
+  return {
+    currency: 'RUB',
+    units: String(Math.trunc(value)),
+    nano: 0,
+    value,
+  };
+}
+
+function portfolio(
+  values: Partial<Record<'shares' | 'bonds' | 'etf' | 'currencies' | 'portfolio', number | null>>,
+): BrokerPortfolio {
+  const total = (key: keyof typeof values): BrokerMoney | null => {
+    const value = values[key];
+    return value == null ? null : money(value);
+  };
+
+  return {
+    account: {
+      id: 'acc-1',
+      type: 'brokerage',
+      name: 'Основной',
+      status: 'open',
+      openedAt: '2024-01-01T00:00:00.000Z',
+      accessLevel: 'full_access',
+    },
+    positionCounts: {
+      shares: 1,
+      bonds: 1,
+      etf: 1,
+      other: 0,
+    },
+    totals: {
+      shares: total('shares'),
+      bonds: total('bonds'),
+      etf: total('etf'),
+      currencies: total('currencies'),
+      futures: null,
+      options: null,
+      structuredProducts: null,
+      dfa: null,
+      portfolio: total('portfolio'),
+    },
+    yields: {
+      expectedPercent: null,
+      daily: null,
+      dailyPercent: null,
+    },
+    cash: [],
+    blockedCash: [],
+    asOf: '2025-01-01T00:00:00.000Z',
+  };
+}
+
+describe('buildBrokerAllocation', () => {
+  it('builds allocation sectors in display order', () => {
+    expect(
+      buildBrokerAllocation(
+        portfolio({ shares: 400, bonds: 300, etf: 100, currencies: 150, portfolio: 1000 }),
+      ),
+    ).toEqual({
+      total: 1000,
+      sectors: [
+        { key: 'shares', label: 'Акции', value: 400, percent: 40, color: '#4969f5' },
+        { key: 'bonds', label: 'Облигации', value: 300, percent: 30, color: '#e5a33c' },
+        { key: 'etf', label: 'ETF/фонды', value: 100, percent: 10, color: '#62b889' },
+        { key: 'cash', label: 'Деньги', value: 150, percent: 15, color: '#7b63cf' },
+        { key: 'other', label: 'Прочие', value: 50, percent: 5, color: '#aeb6c5' },
+      ],
+      negative: [],
+    });
+  });
+
+  it('omits zero-value sectors', () => {
+    const result = buildBrokerAllocation(
+      portfolio({ shares: 600, bonds: 0, etf: null, currencies: 400, portfolio: 1000 }),
+    );
+
+    expect(result.sectors.map(({ key }) => key)).toEqual(['shares', 'cash']);
+    expect(result.negative).toEqual([]);
+  });
+
+  it('reports a negative residual outside the sectors', () => {
+    const result = buildBrokerAllocation(
+      portfolio({ shares: 700, bonds: 300, etf: 100, currencies: 50, portfolio: 1000 }),
+    );
+
+    expect(result.sectors.map(({ key }) => key)).toEqual(['shares', 'bonds', 'etf', 'cash']);
+    expect(result.negative).toEqual([
+      { key: 'other', label: 'Прочие', value: -150, color: '#aeb6c5' },
+    ]);
+  });
+
+  it('returns no allocation for missing or nonpositive portfolio totals', () => {
+    expect(buildBrokerAllocation(portfolio({ shares: 100, portfolio: null }))).toEqual({
+      total: 0,
+      sectors: [],
+      negative: [],
+    });
+    expect(buildBrokerAllocation(portfolio({ shares: 100, portfolio: 0 }))).toEqual({
+      total: 0,
+      sectors: [],
+      negative: [],
+    });
+    expect(buildBrokerAllocation(portfolio({ shares: 100, portfolio: -10 }))).toEqual({
+      total: -10,
+      sectors: [],
+      negative: [],
+    });
+  });
+});

apps/frontend/src/pages/broker/brokerAllocation.ts

@@ -0,0 +1,57 @@
+import type { BrokerPortfolio } from '../../api/responses';
+
+export type BrokerAllocationKey = 'shares' | 'bonds' | 'etf' | 'cash' | 'other';
+
+export interface BrokerAllocationItem {
+  key: BrokerAllocationKey;
+  label: string;
+  value: number;
+  percent: number;
+  color: string;
+}
+
+type BrokerNegativeAllocationItem = Omit<BrokerAllocationItem, 'percent'>;
+
+const ALLOCATION_CONFIG: Array<Pick<BrokerAllocationItem, 'key' | 'label' | 'color'>> = [
+  { key: 'shares', label: 'Акции', color: '#4969f5' },
+  { key: 'bonds', label: 'Облигации', color: '#e5a33c' },
+  { key: 'etf', label: 'ETF/фонды', color: '#62b889' },
+  { key: 'cash', label: 'Деньги', color: '#7b63cf' },
+  { key: 'other', label: 'Прочие', color: '#aeb6c5' },
+];
+
+export function buildBrokerAllocation(portfolio: BrokerPortfolio): {
+  total: number;
+  sectors: BrokerAllocationItem[];
+  negative: BrokerNegativeAllocationItem[];
+} {
+  const total = portfolio.totals.portfolio?.value ?? 0;
+  if (total <= 0) return { total, sectors: [], negative: [] };
+
+  const shares = portfolio.totals.shares?.value ?? 0;
+  const bonds = portfolio.totals.bonds?.value ?? 0;
+  const etf = portfolio.totals.etf?.value ?? 0;
+  const cash = portfolio.totals.currencies?.value ?? 0;
+  const values: Record<BrokerAllocationKey, number> = {
+    shares,
+    bonds,
+    etf,
+    cash,
+    other: total - shares - bonds - etf - cash,
+  };
+
+  const sectors: BrokerAllocationItem[] = [];
+  const negative: BrokerNegativeAllocationItem[] = [];
+
+  for (const item of ALLOCATION_CONFIG) {
+    const value = values[item.key];
+
+    if (value > 0) {
+      sectors.push({ ...item, value, percent: (value / total) * 100 });
+    } else if (value < 0) {
+      negative.push({ ...item, value });
+    }
+  }
+
+  return { total, sectors, negative };
+}

apps/frontend/src/pages/broker/brokerDisplay.test.ts

@@ -1,10 +1,12 @@
 import { describe, expect, it } from 'vitest';
 import type { BrokerOperation, BrokerPosition } from '../../api/responses';
 import {
+  BROKER_OPERATION_TYPE_OPTIONS,
   getBrokerInstrumentPath,
   getBrokerOperationImpact,
   getBrokerOperationTypeLabel,
   getBrokerPositionGroup,
+  isBrokerOperationType,
 } from './brokerDisplay';
 
 function position(input: Partial<BrokerPosition>): BrokerPosition {
@@ -37,6 +39,7 @@ function operation(input: Partial<BrokerOperation>): BrokerOperation {
     type: 'OPERATION_TYPE_UNSPECIFIED',
     category: 'other',
     description: null,
+    name: null,
     state: null,
     instrumentUid: null,
     figi: null,
@@ -116,6 +119,32 @@ describe('broker display helpers', () => {
     ).toBe('Custom');
   });
 
+  it('exposes independently selectable known operation types', () => {
+    expect(BROKER_OPERATION_TYPE_OPTIONS).toEqual(
+      expect.arrayContaining([
+        { value: 'OPERATION_TYPE_COUPON', label: 'Выплата купона' },
+        { value: 'OPERATION_TYPE_TAX', label: 'Налог' },
+        { value: 'OPERATION_TYPE_BOND_TAX', label: 'Налог по облигациям' },
+        { value: 'OPERATION_TYPE_DIVIDEND_TAX', label: 'Налог на дивиденды' },
+      ]),
+    );
+  });
+
+  it('keeps operation type option values unique and labels in Russian order', () => {
+    const values = BROKER_OPERATION_TYPE_OPTIONS.map(({ value }) => value);
+    const labels = BROKER_OPERATION_TYPE_OPTIONS.map(({ label }) => label);
+
+    expect(new Set(values).size).toBe(values.length);
+    expect(labels).toEqual([...labels].sort((left, right) => left.localeCompare(right, 'ru')));
+  });
+
+  it('validates only exact known operation type values', () => {
+    expect(isBrokerOperationType('OPERATION_TYPE_COUPON')).toBe(true);
+    expect(isBrokerOperationType('operation_type_coupon')).toBe(false);
+    expect(isBrokerOperationType('OPERATION_TYPE_UNKNOWN')).toBe(false);
+    expect(isBrokerOperationType(null)).toBe(false);
+  });
+
   it('classifies operations by portfolio impact', () => {
     expect(
       getBrokerOperationImpact(

apps/frontend/src/pages/broker/brokerDisplay.ts

@@ -94,6 +94,16 @@ const OPERATION_TYPE_LABELS: Record<string, string> = {
   OPERATION_TYPE_OUTPUT_SECURITIES: 'Списание бумаг',
 };
 
+export const BROKER_OPERATION_TYPE_OPTIONS = Object.entries(OPERATION_TYPE_LABELS)
+  .map(([value, label]) => ({ value, label }))
+  .sort((left, right) => left.label.localeCompare(right.label, 'ru'));
+
+const BROKER_OPERATION_TYPES = new Set(BROKER_OPERATION_TYPE_OPTIONS.map(({ value }) => value));
+
+export function isBrokerOperationType(value: string | null): value is string {
+  return value !== null && BROKER_OPERATION_TYPES.has(value);
+}
+
 export function getBrokerPositionGroup(
   position: Pick<BrokerPosition, 'instrumentType'>,
 ): BrokerPositionGroup {