feat: complete broker account analytics with sync button, tests, and state filter

- Add state filter (EXECUTED/null) to analytics query (spec compliance)
- Add service unit tests (11 tests) and controller test
- Add sync button to operations page with mutation hook
- Regenerate frontend types via codegen
- Update tasks.md marking all items complete

Backend: 114 tests, Frontend: 116 tests — all pass

apps/backend/src/modules/tbank/services/broker-analytics.service.spec.ts

@@ -0,0 +1,232 @@
+import { NotFoundException } from '@nestjs/common';
+import { CacheService } from '../../cache/cache.service';
+import { BrokerAccountsService } from './broker-accounts.service';
+import { BrokerAnalyticsService } from './broker-analytics.service';
+import { PrismaService } from '../../prisma/prisma.service';
+
+describe('BrokerAnalyticsService', () => {
+  const accounts = { findById: vi.fn() } as unknown as BrokerAccountsService;
+  const prisma = { brokerOperation: { findMany: vi.fn() } } as unknown as PrismaService;
+  const cache = { getOrFetch: vi.fn() } as unknown as CacheService;
+
+  const acc1 = {
+    id: 'acc-1',
+    type: 'brokerage' as const,
+    name: 'Test Broker',
+    status: 'ACCOUNT_STATUS_OPEN',
+    openedAt: null,
+    accessLevel: null,
+  };
+
+  function mockCachePassthrough() {
+    vi.mocked(cache.getOrFetch).mockImplementation(
+      async (_prefix: string, _parts: string[], fetchFn: () => Promise<unknown>) => ({
+        data: await fetchFn(),
+        fromCache: false,
+        cachedAt: null,
+      }),
+    );
+  }
+
+  function makeOp(type: string, value: number, state?: string | null) {
+    return { type, payment: JSON.stringify({ value, currency: 'RUB' }), state } as any;
+  }
+
+  beforeEach(() => {
+    vi.clearAllMocks();
+  });
+
+  it('throws 404 for missing account', async () => {
+    vi.mocked(accounts.findById).mockResolvedValue(null);
+
+    const service = new BrokerAnalyticsService(prisma, accounts, cache);
+    await expect(service.getAnalytics('missing')).rejects.toThrow(NotFoundException);
+  });
+
+  it('returns zeros for account with no operations', async () => {
+    vi.mocked(accounts.findById).mockResolvedValue(acc1);
+    mockCachePassthrough();
+    vi.mocked(prisma.brokerOperation.findMany).mockResolvedValue([]);
+
+    const service = new BrokerAnalyticsService(prisma, accounts, cache);
+    const result = await service.getAnalytics('acc-1');
+
+    expect(result.data).toEqual({
+      totalDeposits: 0,
+      totalWithdrawn: 0,
+      netInvested: 0,
+      totalDividends: 0,
+      totalCoupons: 0,
+      totalReceived: 0,
+      totalReturnPercent: null,
+      currency: 'RUB',
+    });
+  });
+
+  it('aggregates deposit types correctly', async () => {
+    vi.mocked(accounts.findById).mockResolvedValue(acc1);
+    mockCachePassthrough();
+    vi.mocked(prisma.brokerOperation.findMany).mockResolvedValue([
+      makeOp('OPERATION_TYPE_INPUT', 1000),
+      makeOp('OPERATION_TYPE_INPUT_SWIFT', 500),
+      makeOp('OPERATION_TYPE_INP_MULTI', 200),
+      makeOp('OPERATION_TYPE_OVER_PLACEMENT', 300),
+      makeOp('OPERATION_TYPE_TRANS_IIS_BS', 100),
+      makeOp('OPERATION_TYPE_TRANS_BS_BS', 50),
+      makeOp('OPERATION_TYPE_INPUT_ACQUIRING', 150),
+    ]);
+
+    const service = new BrokerAnalyticsService(prisma, accounts, cache);
+    const result = await service.getAnalytics('acc-1');
+
+    expect(result.data.totalDeposits).toBe(2300);
+    expect(result.data.totalWithdrawn).toBe(0);
+    expect(result.data.netInvested).toBe(2300);
+  });
+
+  it('aggregates withdrawal types with absolute value', async () => {
+    vi.mocked(accounts.findById).mockResolvedValue(acc1);
+    mockCachePassthrough();
+    vi.mocked(prisma.brokerOperation.findMany).mockResolvedValue([
+      makeOp('OPERATION_TYPE_OUTPUT', -500),
+      makeOp('OPERATION_TYPE_OUTPUT_SWIFT', -200),
+      makeOp('OPERATION_TYPE_OUTPUT_ACQUIRING', -100),
+      makeOp('OPERATION_TYPE_OUT_MULTI', -50),
+      makeOp('OPERATION_TYPE_INPUT', 1000),
+    ]);
+
+    const service = new BrokerAnalyticsService(prisma, accounts, cache);
+    const result = await service.getAnalytics('acc-1');
+
+    expect(result.data.totalDeposits).toBe(1000);
+    expect(result.data.totalWithdrawn).toBe(850);
+    expect(result.data.netInvested).toBe(150);
+  });
+
+  it('aggregates dividend and coupon types', async () => {
+    vi.mocked(accounts.findById).mockResolvedValue(acc1);
+    mockCachePassthrough();
+    vi.mocked(prisma.brokerOperation.findMany).mockResolvedValue([
+      makeOp('OPERATION_TYPE_DIVIDEND', 300),
+      makeOp('OPERATION_TYPE_DIV_EXT', 150),
+      makeOp('OPERATION_TYPE_COUPON', 75),
+      makeOp('OPERATION_TYPE_COUPON', 25),
+    ]);
+
+    const service = new BrokerAnalyticsService(prisma, accounts, cache);
+    const result = await service.getAnalytics('acc-1');
+
+    expect(result.data.totalDividends).toBe(450);
+    expect(result.data.totalCoupons).toBe(100);
+    expect(result.data.totalReceived).toBe(550);
+  });
+
+  it('calculates totalReturnPercent correctly', async () => {
+    vi.mocked(accounts.findById).mockResolvedValue(acc1);
+    mockCachePassthrough();
+    vi.mocked(prisma.brokerOperation.findMany).mockResolvedValue([
+      makeOp('OPERATION_TYPE_INPUT', 10000),
+      makeOp('OPERATION_TYPE_DIVIDEND', 500),
+      makeOp('OPERATION_TYPE_COUPON', 200),
+    ]);
+
+    const service = new BrokerAnalyticsService(prisma, accounts, cache);
+    const result = await service.getAnalytics('acc-1');
+
+    expect(result.data.netInvested).toBe(10000);
+    expect(result.data.totalReceived).toBe(700);
+    expect(result.data.totalReturnPercent).toBe(7);
+  });
+
+  it('returns null totalReturnPercent when netInvested <= 0', async () => {
+    vi.mocked(accounts.findById).mockResolvedValue(acc1);
+    mockCachePassthrough();
+    vi.mocked(prisma.brokerOperation.findMany).mockResolvedValue([
+      makeOp('OPERATION_TYPE_OUTPUT', -500),
+      makeOp('OPERATION_TYPE_DIVIDEND', 100),
+    ]);
+
+    const service = new BrokerAnalyticsService(prisma, accounts, cache);
+    const result = await service.getAnalytics('acc-1');
+
+    expect(result.data.netInvested).toBe(-500);
+    expect(result.data.totalReturnPercent).toBeNull();
+  });
+
+  it('handles malformed payment JSON gracefully', async () => {
+    vi.mocked(accounts.findById).mockResolvedValue(acc1);
+    mockCachePassthrough();
+    vi.mocked(prisma.brokerOperation.findMany).mockResolvedValue([
+      { type: 'OPERATION_TYPE_INPUT', payment: 'invalid-json', state: 'OPERATION_STATE_EXECUTED' },
+      { type: 'OPERATION_TYPE_INPUT', payment: JSON.stringify({ value: 500, currency: 'RUB' }), state: 'OPERATION_STATE_EXECUTED' },
+    ] as any);
+
+    const service = new BrokerAnalyticsService(prisma, accounts, cache);
+    const result = await service.getAnalytics('acc-1');
+
+    expect(result.data.totalDeposits).toBe(500);
+  });
+
+  it('ignores non-executed and non-null state operations', async () => {
+    vi.mocked(accounts.findById).mockResolvedValue(acc1);
+    mockCachePassthrough();
+    
+    const service = new BrokerAnalyticsService(prisma, accounts, cache);
+    await service.getAnalytics('acc-1');
+
+    expect(prisma.brokerOperation.findMany).toHaveBeenCalledWith({
+      where: {
+        accountId: 'acc-1',
+        type: { in: expect.any(Array) },
+        payment: { not: null },
+        OR: [
+          { state: 'OPERATION_STATE_EXECUTED' },
+          { state: null },
+        ],
+      },
+      select: { type: true, payment: true },
+    });
+  });
+
+  it('rounds all monetary values to 2 decimal places', async () => {
+    vi.mocked(accounts.findById).mockResolvedValue(acc1);
+    mockCachePassthrough();
+    vi.mocked(prisma.brokerOperation.findMany).mockResolvedValue([
+      makeOp('OPERATION_TYPE_INPUT', 100.336),
+      makeOp('OPERATION_TYPE_DIVIDEND', 50.789),
+    ]);
+
+    const service = new BrokerAnalyticsService(prisma, accounts, cache);
+    const result = await service.getAnalytics('acc-1');
+
+    expect(result.data.totalDeposits).toBe(100.34);
+    expect(result.data.totalDividends).toBe(50.79);
+    expect(result.data.totalReceived).toBe(50.79);
+    expect(result.data.netInvested).toBe(100.34);
+  });
+
+  it('wraps result in ApiResponse envelope through cache', async () => {
+    vi.mocked(accounts.findById).mockResolvedValue(acc1);
+    vi.mocked(cache.getOrFetch).mockResolvedValue({
+      data: {
+        totalDeposits: 1000,
+        totalWithdrawn: 0,
+        netInvested: 1000,
+        totalDividends: 0,
+        totalCoupons: 0,
+        totalReceived: 0,
+        totalReturnPercent: null,
+        currency: 'RUB',
+      },
+      fromCache: true,
+      cachedAt: '2026-06-24T10:00:00.000Z',
+    });
+
+    const service = new BrokerAnalyticsService(prisma, accounts, cache);
+    const result = await service.getAnalytics('acc-1');
+
+    expect(result.data.netInvested).toBe(1000);
+    expect(result.meta.fromCache).toBe(true);
+    expect(result.meta.cachedAt).toBe('2026-06-24T10:00:00.000Z');
+  });
+});

apps/backend/src/modules/tbank/services/broker-analytics.service.ts

@@ -67,6 +67,10 @@ export class BrokerAnalyticsService {
         accountId,
         type: { in: Array.from(ANALYTICS_TYPES) },
         payment: { not: null },
+        OR: [
+          { state: 'OPERATION_STATE_EXECUTED' },
+          { state: null },
+        ],
       },
       select: { type: true, payment: true },
     });

apps/backend/src/modules/tbank/tbank.controller.spec.ts

@@ -63,6 +63,31 @@ describe('TBankController', () => {
     expect(response.data).toEqual({ upserted: 2 });
   });
 
+  it('exposes analytics endpoint through controller', async () => {
+    const analyticsData = {
+      totalDeposits: 1000,
+      totalWithdrawn: 200,
+      netInvested: 800,
+      totalDividends: 150,
+      totalCoupons: 50,
+      totalReceived: 200,
+      totalReturnPercent: 25,
+      currency: 'RUB',
+    };
+    vi.mocked(analytics.getAnalytics).mockResolvedValueOnce({
+      data: analyticsData,
+      meta: { fromCache: false, cachedAt: null },
+    });
+
+    const controller = new TBankController(accounts, portfolio, events, operations, sync, analytics);
+    const response = await controller.getAnalytics('acc-1');
+
+    expect(analytics.getAnalytics).toHaveBeenCalledWith('acc-1');
+    expect(response).toBeInstanceOf(ApiResponse);
+    expect(response.data).toEqual(analyticsData);
+    expect(response.meta).toEqual({ fromCache: false, cachedAt: null });
+  });
+
   it('forwards events query and wraps response', async () => {
     const eventsData = {
       items: [],

apps/frontend/src/entities/broker-operation/api/brokerOperationApi.ts

@@ -1,4 +1,8 @@
-import type { ApiResponseMeta, BrokerOperationsPage } from '@/shared/api'
+import type {
+  ApiResponseMeta,
+  BrokerOperationSyncResponse,
+  BrokerOperationsPage,
+} from '@/shared/api'
 import { request } from '@/shared/api/kyClient'
 
 export type BrokerOperationQuery = {
@@ -11,6 +15,17 @@ export type BrokerOperationQuery = {
   state?: string
 }
 
+export function syncBrokerOperations(
+  accountId: string,
+  query: { from: string; to: string },
+): Promise<{ data: BrokerOperationSyncResponse; meta: ApiResponseMeta }> {
+  return request<BrokerOperationSyncResponse>(
+    `/api/v1/broker/accounts/${encodeURIComponent(accountId)}/operations/sync`,
+    { from: query.from, to: query.to },
+    { method: 'POST' },
+  )
+}
+
 export function getBrokerOperations(
   accountId: string,
   query: BrokerOperationQuery = {},

apps/frontend/src/entities/broker-operation/index.ts

@@ -7,3 +7,4 @@ export {
   isBrokerOperationType,
 } from './model/operationFilters'
 export { useBrokerOperations } from './model/useBrokerOperations'
+export { useSyncBrokerOperations } from './model/useSyncBrokerOperations'

apps/frontend/src/entities/broker-operation/model/useSyncBrokerOperations.ts

@@ -0,0 +1,17 @@
+import { useMutation, useQueryClient } from '@tanstack/react-query'
+import { syncBrokerOperations } from '../api/brokerOperationApi'
+
+export function useSyncBrokerOperations(accountId: string | undefined) {
+  const queryClient = useQueryClient()
+
+  return useMutation({
+    mutationFn: async (range: { from: string; to: string }) => {
+      if (!accountId) throw new Error('Account ID required')
+      return (await syncBrokerOperations(accountId, range)).data
+    },
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: ['broker', 'analytics', accountId] })
+      queryClient.invalidateQueries({ queryKey: ['broker', 'events', accountId] })
+    },
+  })
+}

apps/frontend/src/pages/broker-operations/ui/BrokerOperationsPage.tsx

@@ -1,18 +1,29 @@
-import { Heading, Text } from '@moex-vibe/design-system'
+import { Button, Heading, Text } from '@moex-vibe/design-system'
 import { Box } from '@mui/material'
 import { useEffect } from 'react'
 import {
   BROKER_OPERATION_TYPE_OPTIONS,
   isBrokerOperationType,
   useBrokerOperations,
+  useSyncBrokerOperations,
 } from '@/entities/broker-operation'
 import { useSearchParamsCompat } from '@/shared/lib/router/useSearchParams'
 import { useCursorPagination } from '@/shared/lib/useCursorPagination'
 import { useBrokerAccountContext } from '@/widgets/broker-account-layout'
 import { BrokerOperationsTable } from '@/widgets/broker-operations-table'
 
+function getDefaultSyncRange() {
+  const now = new Date()
+  const start = new Date(Date.UTC(now.getUTCFullYear(), 0, 1))
+  return {
+    from: start.toISOString(),
+    to: now.toISOString(),
+  }
+}
+
 export function BrokerOperationsPage() {
   const { accountId } = useBrokerAccountContext()
+  const sync = useSyncBrokerOperations(accountId)
   const [searchParams, setSearchParams] = useSearchParamsCompat()
   const urlType = searchParams.get('type')
   const selectedType = isBrokerOperationType(urlType) ? urlType : ''
@@ -56,14 +67,24 @@ export function BrokerOperationsPage() {
     />
   )
 
+  function handleSync() {
+    const range = getDefaultSyncRange()
+    sync.mutate(range)
+  }
+
   return (
     <Box component="section" aria-labelledby="broker-operations-heading">
       <Box
         sx={{ display: 'flex', alignItems: 'end', justifyContent: 'space-between', gap: 2, mb: 2 }}
       >
-        <Heading level={2} id="broker-operations-heading">
+        <Box sx={{ display: 'flex', alignItems: 'end', gap: 2 }}>
-          Операции
+          <Heading level={2} id="broker-operations-heading">
-        </Heading>
+            Операции
+          </Heading>
+          <Button variant="secondary" size="small" loading={sync.isPending} onClick={handleSync}>
+            Синхронизировать
+          </Button>
+        </Box>
         <Box component="label" sx={{ display: 'grid', gap: 0.5, color: 'text.secondary' }}>
           <Text variant="label">Тип операции</Text>
           <select value={selectedType} onChange={handleTypeChange}>
@@ -76,6 +97,16 @@ export function BrokerOperationsPage() {
           </select>
         </Box>
       </Box>
+      {sync.isSuccess && (
+        <Text component="p" tone="positive" style={{ marginBottom: '12px' }}>
+          Синхронизировано: {sync.data?.upserted} операций
+        </Text>
+      )}
+      {sync.isError && (
+        <Text component="p" tone="negative" style={{ marginBottom: '12px' }}>
+          Ошибка синхронизации
+        </Text>
+      )}
       {history}
     </Box>
   )

apps/frontend/src/shared/api/index.ts

@@ -63,3 +63,6 @@ export type BrokerEventsSummary = components['schemas']['BrokerEventsSummaryDto'
 
 // Broker analytics
 export type BrokerAnalytics = components['schemas']['BrokerAnalyticsDto']
+
+// Broker sync
+export type BrokerOperationSyncResponse = components['schemas']['BrokerOperationSyncResponseDto']

apps/frontend/src/shared/api/types.ts

@@ -468,6 +468,23 @@ export interface paths {
     patch?: never
     trace?: never
   }
+  '/api/v1/broker/accounts/{accountId}/analytics': {
+    parameters: {
+      query?: never
+      header?: never
+      path?: never
+      cookie?: never
+    }
+    /** Get broker account profitability analytics */
+    get: operations['TBankController_getAnalytics']
+    put?: never
+    post?: never
+    delete?: never
+    options?: never
+    head?: never
+    patch?: never
+    trace?: never
+  }
   '/api/v1/broker/accounts/{accountId}/operations/sync': {
     parameters: {
       query?: never
@@ -1193,6 +1210,15 @@ export interface components {
       actualCouponsTotal: number
       actualPrincipalRepaymentTotal: number
     }
+    BrokerEventsDataDto: {
+      items: components['schemas']['BrokerEventItemDto'][]
+      summary: components['schemas']['BrokerEventsSummaryDto']
+      asOf: string
+    }
+    BrokerEventsEnvelopeDto: {
+      data: components['schemas']['BrokerEventsDataDto']
+      meta: components['schemas']['BrokerResponseMetaDto']
+    }
     BrokerAnalyticsDto: {
       totalDeposits: number
       totalWithdrawn: number
@@ -1203,13 +1229,8 @@ export interface components {
       totalReturnPercent: number | null
       currency: string
     }
-    BrokerEventsDataDto: {
+    BrokerAnalyticsEnvelopeDto: {
-      items: components['schemas']['BrokerEventItemDto'][]
+      data: components['schemas']['BrokerAnalyticsDto']
-      summary: components['schemas']['BrokerEventsSummaryDto']
-      asOf: string
-    }
-    BrokerEventsEnvelopeDto: {
-      data: components['schemas']['BrokerEventsDataDto']
       meta: components['schemas']['BrokerResponseMetaDto']
     }
     BrokerOperationSyncResponseDto: {
@@ -1977,6 +1998,27 @@ export interface operations {
       }
     }
   }
+  TBankController_getAnalytics: {
+    parameters: {
+      query?: never
+      header?: never
+      path: {
+        accountId: string
+      }
+      cookie?: never
+    }
+    requestBody?: never
+    responses: {
+      200: {
+        headers: {
+          [name: string]: unknown
+        }
+        content: {
+          'application/json': components['schemas']['BrokerAnalyticsEnvelopeDto']
+        }
+      }
+    }
+  }
   TBankController_syncOperations: {
     parameters: {
       query: {

docs/features/broker-account-analytics/tasks.md

@@ -2,15 +2,15 @@
 
 ## Backend
 
-- [ ] **T1** DTO `BrokerAnalyticsDto` + сервис `BrokerAnalyticsService` с агрегацией и кешем
+- [x] **T1** DTO `BrokerAnalyticsDto` + сервис `BrokerAnalyticsService` с агрегацией и кешем
-- [ ] **T2** Controller endpoint, module registration, cache key, config TTL
+- [x] **T2** Controller endpoint, module registration, cache key, config TTL
 
 ## Frontend
 
-- [ ] **T3** Shared типы, entity API, хук `useBrokerAnalytics`
+- [x] **T3** Shared типы, entity API, хук `useBrokerAnalytics`
-- [ ] **T4** Страница `BrokerAnalyticsPage` с вёрсткой трёх блоков
+- [x] **T4** Страница `BrokerAnalyticsPage` с вёрсткой трёх блоков
-- [ ] **T5** Роут `/analytics` + таб в навигации
+- [x] **T5** Роут `/analytics` + таб в навигации
 
 ## Проверка
 
-- [ ] **T6** Линт, сборка, тесты
+- [x] **T6** Линт, сборка, тесты