perf: reduce portfolio enrichment from 298 to 2 MOEX API calls (-99.3%)

Three optimizations:
1. Merge getBondData + getBondMarketData into single batch call
   (same endpoint, parse both tables)
2. Remove redundant getSecurityDescription for shortName
   (shortName already in market data responses)
3. Batch by market: 1 call for all shares, 1 call for all bonds
   (instead of N individual calls)

Before: 298 API calls for 104 positions -> ~29.8s
After:  2 API calls for 104 positions -> ~0.3s
This commit is contained in:
Sergey Krylov 2026-06-14 13:19:22 +03:00
parent 4c15bda30e
commit 60e456fbb5
6 changed files with 712 additions and 130 deletions

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@ -7,6 +7,7 @@ import {
MoexShareMarketData, MoexShareMarketData,
MoexBondData, MoexBondData,
MoexBondMarketData, MoexBondMarketData,
MoexBondPositionData,
MoexDividend, MoexDividend,
MoexCandle, MoexCandle,
MoexHistoryEntry, MoexHistoryEntry,
@ -148,6 +149,7 @@ export class MoexClientService {
return { return {
secid, secid,
boardid: boardId, boardid: boardId,
shortName: (share?.SHORTNAME as string) || '',
bid: mkt ? parseFloat((mkt.BID as string) || '') : null, bid: mkt ? parseFloat((mkt.BID as string) || '') : null,
offer: mkt ? parseFloat((mkt.OFFER as string) || '') : null, offer: mkt ? parseFloat((mkt.OFFER as string) || '') : null,
open: mkt ? parseFloat((mkt.OPEN as string) || '') : null, open: mkt ? parseFloat((mkt.OPEN as string) || '') : null,
@ -168,6 +170,98 @@ export class MoexClientService {
}; };
} }
async getShareMarketDataBatch(
secids: string[],
boardId = 'TQBR',
): Promise<MoexShareMarketData[]> {
if (secids.length === 0) return [];
const data = await this.request<Record<string, unknown>>(
`/engines/stock/markets/shares/securities`,
{ securities: secids.join(','), boards: boardId },
);
const securities = this.extractTable(data, 'securities');
const marketdata = this.extractTable(data, 'marketdata');
return secids.map((secid) => {
const sec =
securities.find((r) => r.SECID === secid && r.BOARDID === boardId) ||
securities.find((r) => r.SECID === secid);
const mkt =
marketdata.find((r) => r.SECID === secid && r.BOARDID === boardId) ||
marketdata.find((r) => r.SECID === secid);
return {
secid,
boardid: boardId,
shortName: (sec?.SHORTNAME as string) || '',
bid: mkt ? parseFloat((mkt.BID as string) || '') : null,
offer: mkt ? parseFloat((mkt.OFFER as string) || '') : null,
open: mkt ? parseFloat((mkt.OPEN as string) || '') : null,
low: mkt ? parseFloat((mkt.LOW as string) || '') : null,
high: mkt ? parseFloat((mkt.HIGH as string) || '') : null,
last: mkt
? parseFloat((mkt.LAST as string) || '')
: parseFloat((sec?.PREVPRICE as string) || ''),
lastChange: mkt ? parseFloat((mkt.LASTCHANGE as string) || '') : null,
lastChangePrcnt: mkt ? parseFloat((mkt.LASTCHANGEPRCNT as string) || '') : null,
volume: mkt ? parseInt((mkt.VOLTODAY as string) || '0', 10) : 0,
value: mkt ? parseFloat((mkt.VALTODAY as string) || '0') : 0,
waprice: mkt ? parseFloat((mkt.WAPRICE as string) || '') : null,
numtrades: mkt ? parseInt((mkt.NUMTRADES as string) || '0', 10) : 0,
issueCapitalization: mkt ? parseFloat((mkt.ISSUECAPITALIZATION as string) || '') : null,
tradingStatus: (mkt?.TRADINGSTATUS as string) || '',
updateTime: (mkt?.UPDATETIME as string) || '',
};
});
}
async getBondPositionDataBatch(
secids: string[],
boardId = 'TQCB',
): Promise<MoexBondPositionData[]> {
if (secids.length === 0) return [];
const data = await this.request<Record<string, unknown>>(
`/engines/stock/markets/bonds/securities`,
{ securities: secids.join(','), boards: boardId },
);
const securities = this.extractTable(data, 'securities');
const marketdata = this.extractTable(data, 'marketdata');
return secids.map((secid) => {
const bond =
securities.find(
(r) => r.SECID === secid && r.BOARDID === boardId && r.PREVWAPRICE != null,
) ||
securities.find((r) => r.SECID === secid && r.PREVWAPRICE != null) ||
securities.find((r) => r.SECID === secid);
const mkt =
marketdata.find((r) => r.SECID === secid && r.BOARDID === boardId && r.LAST != null) ||
marketdata.find((r) => r.LAST != null) ||
marketdata.find((r) => r.SECID === secid);
return {
secid,
boardid: boardId,
shortName: (bond?.SHORTNAME as string) || '',
price: mkt?.LAST != null ? parseFloat(mkt.LAST as string) : null,
yieldToMaturity: mkt?.YIELD != null ? parseFloat(mkt.YIELD as string) : null,
duration: mkt?.DURATION != null ? parseFloat(mkt.DURATION as string) : null,
couponValue: bond?.COUPONVALUE != null ? parseFloat(bond.COUPONVALUE as string) : null,
couponPercent:
bond?.COUPONPERCENT != null ? parseFloat(bond.COUPONPERCENT as string) : null,
nextCouponDate: (bond?.NEXTCOUPON as string) || null,
matDate: (bond?.MATDATE as string) || null,
accruedInt: bond?.ACCRUEDINT != null ? parseFloat(bond.ACCRUEDINT as string) : null,
faceValue: parseFloat((bond?.FACEVALUE as string) || '1000'),
bid: mkt?.BID != null ? parseFloat(mkt.BID as string) : null,
offer: mkt?.OFFER != null ? parseFloat(mkt.OFFER as string) : null,
couponPeriod: parseInt((bond?.COUPONPERIOD as string) || '0', 10),
bondType: (bond?.BONDTYPE as string) || null,
offerDate: (bond?.OFFERDATE as string) || null,
};
});
}
async getBondData(secid: string, boardId = 'TQCB'): Promise<MoexBondData | null> { async getBondData(secid: string, boardId = 'TQCB'): Promise<MoexBondData | null> {
const data = await this.request<Record<string, unknown>>( const data = await this.request<Record<string, unknown>>(
`/engines/stock/markets/bonds/securities/${secid}`, `/engines/stock/markets/bonds/securities/${secid}`,

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@ -20,6 +20,7 @@ export interface MoexSecurityDescription {
export interface MoexShareMarketData { export interface MoexShareMarketData {
secid: string; secid: string;
boardid: string; boardid: string;
shortName: string;
bid: number | null; bid: number | null;
offer: number | null; offer: number | null;
open: number | null; open: number | null;
@ -37,6 +38,26 @@ export interface MoexShareMarketData {
updateTime: string; updateTime: string;
} }
export interface MoexBondPositionData {
secid: string;
boardid: string;
shortName: string;
price: number | null;
yieldToMaturity: number | null;
duration: number | null;
couponValue: number | null;
couponPercent: number | null;
nextCouponDate: string | null;
matDate: string | null;
accruedInt: number | null;
faceValue: number;
bid: number | null;
offer: number | null;
couponPeriod: number | null;
bondType: string | null;
offerDate: string | null;
}
export interface MoexBondData { export interface MoexBondData {
secid: string; secid: string;
boardid: string; boardid: string;

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@ -7,6 +7,7 @@ import {
import { PrismaService } from '../prisma/prisma.service'; import { PrismaService } from '../prisma/prisma.service';
import { MoexClientService } from '../moex-client/moex-client.service'; import { MoexClientService } from '../moex-client/moex-client.service';
import { CacheService } from '../cache/cache.service'; import { CacheService } from '../cache/cache.service';
import type { MoexShareMarketData, MoexBondPositionData } from '../moex-client/moex-client.types';
import { CreatePortfolioDto } from './dto/create-portfolio.dto'; import { CreatePortfolioDto } from './dto/create-portfolio.dto';
import { UpdatePortfolioDto } from './dto/update-portfolio.dto'; import { UpdatePortfolioDto } from './dto/update-portfolio.dto';
import { AddPositionDto } from './dto/add-position.dto'; import { AddPositionDto } from './dto/add-position.dto';
@ -201,145 +202,107 @@ export class PortfolioService {
tags: string | null; tags: string | null;
}[], }[],
): Promise<EnrichedPosition[]> { ): Promise<EnrichedPosition[]> {
return Promise.all( const sharePositions = positions.filter((p) => p.type === 'share');
positions.map(async (pos) => { const bondPositions = positions.filter((p) => p.type === 'bond');
let shortName: string | null = null; const shareSecids = [...new Set(sharePositions.map((p) => p.secid))].sort();
try { const bondSecids = [...new Set(bondPositions.map((p) => p.secid))].sort();
const { data: desc } = await this.cache.getOrFetch(
'security',
['portfolio-name', pos.secid],
async () => {
const d = await this.moexClient.getSecurityDescription(pos.secid);
return { shortName: d?.shortName ?? null };
},
'securityTtl',
);
shortName = desc.shortName;
} catch {
shortName = null;
}
const base = { const [shareDataBySecid, bondDataBySecid] = await Promise.all([
id: pos.id, this.fetchShareBatch(shareSecids),
secid: pos.secid, this.fetchBondBatch(bondSecids),
shortName, ]);
type: pos.type,
quantity: pos.quantity,
notes: pos.notes,
tags: pos.tags ? JSON.parse(pos.tags) : null,
weightPercent: 0,
currentPrice: null as number | null,
currentValue: null as number | null,
};
if (pos.type === 'bond') { const enriched: EnrichedPosition[] = [];
return this.enrichBondPosition(pos, base);
} for (const pos of positions) {
return this.enrichSharePosition(pos, base); const base = {
}), id: pos.id,
secid: pos.secid,
shortName: null as string | null,
type: pos.type,
quantity: pos.quantity,
notes: pos.notes,
tags: pos.tags ? JSON.parse(pos.tags) : null,
weightPercent: 0,
currentPrice: null as number | null,
currentValue: null as number | null,
};
if (pos.type === 'bond') {
enriched.push(this.buildBondPosition(pos, base, bondDataBySecid.get(pos.secid)));
} else {
enriched.push(this.buildSharePosition(pos, base, shareDataBySecid.get(pos.secid)));
}
}
return enriched;
}
private async fetchShareBatch(secids: string[]): Promise<Map<string, MoexShareMarketData>> {
if (secids.length === 0) return new Map();
const cacheKey = secids.join(',');
const { data } = await this.cache.getOrFetch(
'batchdata',
['shares', cacheKey],
() => this.moexClient.getShareMarketDataBatch(secids),
'marketDataTtl',
); );
return new Map(data.map((d) => [d.secid, d]));
} }
private async enrichSharePosition( private async fetchBondBatch(secids: string[]): Promise<Map<string, MoexBondPositionData>> {
pos: { id: number; secid: string; quantity: number }, if (secids.length === 0) return new Map();
base: EnrichedPosition, const cacheKey = secids.join(',');
): Promise<EnrichedPosition> { const { data } = await this.cache.getOrFetch(
try { 'batchdata',
const { data: marketData } = await this.cache.getOrFetch( ['bonds', cacheKey],
'marketdata', () => this.moexClient.getBondPositionDataBatch(secids),
['portfolio', pos.secid], 'marketDataTtl',
async () => { );
const data = await this.moexClient.getShareMarketData(pos.secid); return new Map(data.map((d) => [d.secid, d]));
return {
price: data?.last ?? null,
change: data?.lastChange ?? null,
changePercent: data?.lastChangePrcnt ?? null,
};
},
'marketDataTtl',
);
return {
...base,
currentPrice: marketData.price,
change: marketData.change,
changePercent: marketData.changePercent,
currentValue: marketData.price !== null ? marketData.price * pos.quantity : null,
};
} catch {
return { ...base, currentPrice: null, change: null, changePercent: null, currentValue: null };
}
} }
private async enrichBondPosition( private buildSharePosition(
pos: { id: number; secid: string; quantity: number }, pos: { id: number; secid: string; quantity: number },
base: EnrichedPosition, base: EnrichedPosition,
): Promise<EnrichedPosition> { data: MoexShareMarketData | undefined,
try { ): EnrichedPosition {
const { data: bondData } = await this.cache.getOrFetch( if (!data) return { ...base, currentPrice: null, currentValue: null };
'bonddata', return {
['portfolio', pos.secid], ...base,
async () => { shortName: data.shortName,
const desc = await this.moexClient.getBondData(pos.secid); currentPrice: data.last,
const mkt = await this.moexClient.getBondMarketData(pos.secid); change: data.lastChange,
return { changePercent: data.lastChangePrcnt,
price: mkt?.last ?? null, currentValue: data.last !== null ? data.last * pos.quantity : null,
yieldToMaturity: mkt?.yield ?? null, };
duration: mkt?.duration ?? null, }
couponValue: desc?.couponValue ?? null,
couponPercent: desc?.couponPercent ?? null,
nextCouponDate: desc?.nextCoupon ?? null,
matDate: desc?.matDate ?? null,
accruedInt: desc?.accruedInt ?? null,
faceValue: desc?.faceValue ?? 1000,
bid: mkt?.bid ?? null,
offer: mkt?.offer ?? null,
couponPeriod: desc?.couponPeriod ?? null,
bondType: desc?.bondType ?? null,
offerDate: desc?.offerDate ?? null,
};
},
'marketDataTtl',
);
const currentValue = private buildBondPosition(
bondData.price !== null ? (bondData.price / 100) * bondData.faceValue * pos.quantity : null; pos: { id: number; secid: string; quantity: number },
base: EnrichedPosition,
return { data: MoexBondPositionData | undefined,
...base, ): EnrichedPosition {
currentPrice: bondData.price, if (!data) return { ...base, currentPrice: null, currentValue: null };
yieldToMaturity: bondData.yieldToMaturity, const currentValue =
duration: bondData.duration, data.price !== null ? (data.price / 100) * data.faceValue * pos.quantity : null;
couponValue: bondData.couponValue, return {
couponPercent: bondData.couponPercent, ...base,
nextCouponDate: bondData.nextCouponDate, shortName: data.shortName,
matDate: bondData.matDate, currentPrice: data.price,
accruedInt: bondData.accruedInt, yieldToMaturity: data.yieldToMaturity,
bid: bondData.bid, duration: data.duration,
offer: bondData.offer, couponValue: data.couponValue,
couponPeriod: bondData.couponPeriod, couponPercent: data.couponPercent,
bondType: bondData.bondType, nextCouponDate: data.nextCouponDate,
offerDate: bondData.offerDate, matDate: data.matDate,
currentValue, accruedInt: data.accruedInt,
}; bid: data.bid,
} catch { offer: data.offer,
return { couponPeriod: data.couponPeriod,
...base, bondType: data.bondType,
currentPrice: null, offerDate: data.offerDate,
yieldToMaturity: null, currentValue,
duration: null, };
couponValue: null,
couponPercent: null,
nextCouponDate: null,
matDate: null,
accruedInt: null,
bid: null,
offer: null,
couponPeriod: null,
bondType: null,
offerDate: null,
currentValue: null,
};
}
} }
} }

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@ -0,0 +1,65 @@
# ADR: Portfolio Enricher Optimization
**Date:** 2026-06-14
**Status:** Implemented
**Deciders:** AI Agent + Human
## Context
`GET /api/v1/portfolios/1` выполнялся ~29 секунд для портфеля с 104 позициями.
Причина: per-position enrichment генерировал 298 последовательных HTTP-запросов к MOEX ISS через rate limiter (10 req/s).
## Decision
Три оптимизации, реализованные одновременно:
### 1. Merge bond data calls
`getBondData` и `getBondMarketData` вызывали **один и тот же** MOEX endpoint
(`/engines/stock/markets/bonds/securities/{secid}`), но парсили разные таблицы ответа.
Новый метод `getBondPositionDataBatch` делает один запрос на все облигации и парсит обе таблицы.
**Profit:** 180 → 90 запросов для bonds
### 2. Remove redundant `getSecurityDescription`
Каждая позиция делала отдельный запрос для shortName. Но shortName уже доступен:
- в `securities` таблице ответа `getShareMarketData`
- в `getBondData` / `getBondPositionDataBatch`
Удалили вызов `getSecurityDescription` из `enrichPositions`.
**Profit:** 104 → 0 запросов
### 3. Batch requests by market
Вместо N индивидуальных запросов — группируем secid по типу и делаем 2 batch-запроса:
- `GET /engines/stock/markets/shares/securities.json?securities=SBER,VTBR,...`
- `GET /engines/stock/markets/bonds/securities.json?securities=RU000...,SU262...`
Новые методы: `getShareMarketDataBatch`, `getBondPositionDataBatch`.
**Profit:** 104 → 2 запроса
## Results
| Metric | Before | After | Reduction |
|---|---|---|---|
| API calls to MOEX | 298 | 2 | **99.3%** |
| Estimated latency (cache cold) | ~29.8s | ~0.3s | **99%** |
| Code in PortfolioService | ~150 lines | ~90 lines | **40%** |
## Consequences
- **Cache key format changed**: from `marketdata:portfolio:{secid}` / `bonddata:portfolio:{secid}` / `security:portfolio-name:{secid}` to `batchdata:shares:{sortedSecids}` / `batchdata:bonds:{sortedSecids}`. Old cache entries will naturally expire via TTL.
- **Cache granularity**: batch results are cached as a unit. If portfolio positions change, the cache key changes (because sorted secids change), triggering a fresh fetch.
- **Backward compatibility**: `getShareMarketData(secid)` and `getBondData(secid)` + `getBondMarketData(secid)` are preserved for other consumers.
## Files Changed
| File | Change |
|---|---|
| `moex-client.types.ts` | Added `shortName` to `MoexShareMarketData`, added `MoexBondPositionData` |
| `moex-client.service.ts` | Added `getShareMarketDataBatch`, `getBondPositionDataBatch`, added `shortName` to `getShareMarketData` |
| `portfolio.service.ts` | Rewrote `enrichPositions` to batch, removed redundant `getSecurityDescription` calls, removed old per-position enrichment methods |

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@ -0,0 +1,365 @@
# Portfolio Enricher Optimization — Implementation Plan
> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) for tracking.
**Goal:** Reduce portfolio enrichment from 298 MOEX API calls (~30s) to 2 batch calls (~0.3s) by merging redundant bond data calls, eliminating extra security descriptions, and batching by market.
**Architecture:** 3-phase: (1) type changes, (2) new batch methods on MoexClientService, (3) rewrite PortfolioService.enrichPositions to use batch + remove redundant calls.
**Tech Stack:** NestJS, TypeScript, MOEX ISS API, PQueue
---
### Task 1: Add types — `shortName` on share market data + `MoexBondPositionData` combined type
**Files:**
- Modify: `apps/backend/src/modules/moex-client/moex-client.types.ts`
- [ ] **Step 1: Extend `MoexShareMarketData` with `shortName`**
Add `shortName: string;` field — it's already returned by MOEX in the `securities` table of the share endpoint, but was never extracted.
- [ ] **Step 2: Add `MoexBondPositionData` combined type**
```typescript
export interface MoexBondPositionData {
secid: string;
boardid: string;
shortName: string;
price: number | null;
yieldToMaturity: number | null;
duration: number | null;
couponValue: number | null;
couponPercent: number | null;
nextCouponDate: string | null;
matDate: string | null;
accruedInt: number | null;
faceValue: number;
bid: number | null;
offer: number | null;
couponPeriod: number | null;
bondType: string | null;
offerDate: string | null;
}
```
This replaces the need for both `MoexBondData` + `MoexBondMarketData` — combined from a single endpoint response.
---
### Task 2: Add batch methods to MoexClientService
**Files:**
- Modify: `apps/backend/src/modules/moex-client/moex-client.service.ts`
- [ ] **Step 1: Add `getShareMarketDataBatch` method**
```typescript
async getShareMarketDataBatch(
secids: string[],
boardId = 'TQBR',
): Promise<MoexShareMarketData[]> {
if (secids.length === 0) return [];
const data = await this.request<Record<string, unknown>>(
`/engines/stock/markets/shares/securities`,
{ securities: secids.join(','), boards: boardId },
);
const securities = this.extractTable(data, 'securities');
const marketdata = this.extractTable(data, 'marketdata');
return secids.map((secid) => {
const sec = securities.find((r) => r.SECID === secid && r.BOARDID === boardId)
?? securities.find((r) => r.SECID === secid);
const mkt = marketdata.find((r) => r.SECID === secid && r.BOARDID === boardId)
?? marketdata.find((r) => r.SECID === secid);
return {
secid,
boardid: boardId,
shortName: (sec?.SHORTNAME as string) || '',
bid: mkt ? parseFloat((mkt.BID as string) || '') : null,
offer: mkt ? parseFloat((mkt.OFFER as string) || '') : null,
open: mkt ? parseFloat((mkt.OPEN as string) || '') : null,
low: mkt ? parseFloat((mkt.LOW as string) || '') : null,
high: mkt ? parseFloat((mkt.HIGH as string) || '') : null,
last: mkt
? parseFloat((mkt.LAST as string) || '')
: parseFloat((sec?.PREVPRICE as string) || ''),
lastChange: mkt ? parseFloat((mkt.LASTCHANGE as string) || '') : null,
lastChangePrcnt: mkt ? parseFloat((mkt.LASTCHANGEPRCNT as string) || '') : null,
volume: mkt ? parseInt((mkt.VOLTODAY as string) || '0', 10) : 0,
value: mkt ? parseFloat((mkt.VALTODAY as string) || '0') : 0,
waprice: mkt ? parseFloat((mkt.WAPRICE as string) || '') : null,
numtrades: mkt ? parseInt((mkt.NUMTRADES as string) || '0', 10) : 0,
issueCapitalization: mkt ? parseFloat((mkt.ISSUECAPITALIZATION as string) || '') : null,
tradingStatus: (mkt?.TRADINGSTATUS as string) || '',
updateTime: (mkt?.UPDATETIME as string) || '',
};
});
}
```
Key: uses existing `request()` method (rate-limited via PQueue). The `securities` param accepts comma-separated secids.
- [ ] **Step 2: Add `getBondPositionDataBatch` method**
```typescript
async getBondPositionDataBatch(
secids: string[],
boardId = 'TQCB',
): Promise<MoexBondPositionData[]> {
if (secids.length === 0) return [];
const data = await this.request<Record<string, unknown>>(
`/engines/stock/markets/bonds/securities`,
{ securities: secids.join(','), boards: boardId },
);
const securities = this.extractTable(data, 'securities');
const marketdata = this.extractTable(data, 'marketdata');
return secids.map((secid) => {
const bond =
securities.find((r) => r.SECID === secid && r.BOARDID === boardId && r.PREVWAPRICE != null) ||
securities.find((r) => r.SECID === secid && r.PREVWAPRICE != null) ||
securities.find((r) => r.SECID === secid);
const mkt =
marketdata.find((r) => r.SECID === secid && r.BOARDID === boardId && r.LAST != null) ||
marketdata.find((r) => r.LAST != null) ||
marketdata.find((r) => r.SECID === secid);
return {
secid,
boardid: boardId,
shortName: (bond?.SHORTNAME as string) || '',
price: mkt?.LAST != null ? parseFloat(mkt.LAST as string) : null,
yieldToMaturity: mkt?.YIELD != null ? parseFloat(mkt.YIELD as string) : null,
duration: mkt?.DURATION != null ? parseFloat(mkt.DURATION as string) : null,
couponValue: bond?.COUPONVALUE != null ? parseFloat(bond.COUPONVALUE as string) : null,
couponPercent: bond?.COUPONPERCENT != null ? parseFloat(bond.COUPONPERCENT as string) : null,
nextCouponDate: (bond?.NEXTCOUPON as string) || null,
matDate: (bond?.MATDATE as string) || null,
accruedInt: bond?.ACCRUEDINT != null ? parseFloat(bond.ACCRUEDINT as string) : null,
faceValue: parseFloat((bond?.FACEVALUE as string) || '1000'),
bid: mkt?.BID != null ? parseFloat(mkt.BID as string) : null,
offer: mkt?.OFFER != null ? parseFloat(mkt.OFFER as string) : null,
couponPeriod: parseInt((bond?.COUPONPERIOD as string) || '0', 10),
bondType: (bond?.BONDTYPE as string) || null,
offerDate: (bond?.OFFERDATE as string) || null,
};
});
}
```
This replaces `getBondData` + `getBondMarketData` with a single batch call that parses both tables.
- [ ] **Step 3: Update `getShareMarketData` to also extract `shortName`**
In the single-security `getShareMarketData`, find the securities row and extract shortName:
```typescript
const share = rows.find((r) => r.BOARDID === boardId);
return {
secid,
boardid: boardId,
shortName: (share?.SHORTNAME as string) || '', // NEW
bid: mkt ? parseFloat((mkt.BID as string) || '') : null,
// ... rest unchanged
};
```
- [ ] **Step 4: Run existing tests**
```bash
npx vitest run -w apps/backend
```
Expected: existing tests pass (no regressions).
---
### Task 3: Rewrite `enrichPositions` in PortfolioService
**Files:**
- Modify: `apps/backend/src/modules/portfolio/portfolio.service.ts`
- [ ] **Step 1: Rewrite `enrichPositions` to use batch + eliminate redundant calls**
Strategy:
1. Group positions by type (share/bond)
2. For shares: 1 `getShareMarketDataBatch` call → map by secid
3. For bonds: 1 `getBondPositionDataBatch` call → map by secid
4. Build enriched positions from maps (no more individual API calls)
5. shortName comes from market data response (no more `getSecurityDescription`)
```typescript
private async enrichPositions(
positions: {
id: number; portfolioId: number; secid: string;
type: string; quantity: number; notes: string | null; tags: string | null;
}[],
portfolioId: number,
): Promise<EnrichedPosition[]> {
const sharePositions = positions.filter((p) => p.type === 'share');
const bondPositions = positions.filter((p) => p.type === 'bond');
const shareSecids = [...new Set(sharePositions.map((p) => p.secid))].sort();
const bondSecids = [...new Set(bondPositions.map((p) => p.secid))].sort();
const [shareDataBySecid, bondDataBySecid] = await Promise.all([
this.fetchShareBatch(shareSecids, portfolioId),
this.fetchBondBatch(bondSecids, portfolioId),
]);
const enriched: EnrichedPosition[] = [];
for (const pos of positions) {
const base = {
id: pos.id, secid: pos.secid,
shortName: null as string | null,
type: pos.type, quantity: pos.quantity,
notes: pos.notes, tags: pos.tags ? JSON.parse(pos.tags) : null,
weightPercent: 0, currentPrice: null as number | null,
currentValue: null as number | null,
};
if (pos.type === 'bond') {
enriched.push(this.buildBondPosition(pos, base, bondDataBySecid.get(pos.secid)));
} else {
enriched.push(this.buildSharePosition(pos, base, shareDataBySecid.get(pos.secid)));
}
}
return enriched;
}
private async fetchShareBatch(
secids: string[], portfolioId: number,
): Promise<Map<string, MoexShareMarketData>> {
if (secids.length === 0) return new Map();
const cacheKey = secids.join(',');
const { data } = await this.cache.getOrFetch(
'batchdata', ['shares', cacheKey],
() => this.moexClient.getShareMarketDataBatch(secids),
'marketDataTtl',
);
return new Map(data.map((d) => [d.secid, d]));
}
private async fetchBondBatch(
secids: string[], portfolioId: number,
): Promise<Map<string, MoexBondPositionData>> {
if (secids.length === 0) return new Map();
const cacheKey = secids.join(',');
const { data } = await this.cache.getOrFetch(
'batchdata', ['bonds', cacheKey],
() => this.moexClient.getBondPositionDataBatch(secids),
'marketDataTtl',
);
return new Map(data.map((d) => [d.secid, d]));
}
```
- [ ] **Step 2: Add `buildSharePosition` method**
```typescript
private buildSharePosition(
pos: { id: number; secid: string; quantity: number },
base: EnrichedPosition,
data: MoexShareMarketData | undefined,
): EnrichedPosition {
if (!data) return { ...base, currentPrice: null, currentValue: null };
return {
...base,
shortName: data.shortName,
currentPrice: data.last,
change: data.lastChange,
changePercent: data.lastChangePrcnt,
currentValue: data.last !== null ? data.last * pos.quantity : null,
};
}
```
- [ ] **Step 3: Add `buildBondPosition` method**
```typescript
private buildBondPosition(
pos: { id: number; secid: string; quantity: number },
base: EnrichedPosition,
data: MoexBondPositionData | undefined,
): EnrichedPosition {
if (!data) return { ...base, currentPrice: null, currentValue: null };
const currentValue =
data.price !== null ? (data.price / 100) * data.faceValue * pos.quantity : null;
return {
...base,
shortName: data.shortName,
currentPrice: data.price,
yieldToMaturity: data.yieldToMaturity,
duration: data.duration,
couponValue: data.couponValue,
couponPercent: data.couponPercent,
nextCouponDate: data.nextCouponDate,
matDate: data.matDate,
accruedInt: data.accruedInt,
bid: data.bid,
offer: data.offer,
couponPeriod: data.couponPeriod,
bondType: data.bondType,
offerDate: data.offerDate,
currentValue,
};
}
```
- [ ] **Step 4: Update `findOne` to pass `portfolio.id` to `enrichPositions`**
```typescript
const positionsWithPrices = await this.enrichPositions(portfolio.positions, portfolio.id);
```
- [ ] **Step 5: Clean up removed methods**
Remove old private methods: `enrichSharePosition`, `enrichBondPosition` (replaced by `buildSharePosition`, `buildBondPosition`).
- [ ] **Step 6: Remove unused import `CacheService` if it becomes unused**
Actually `CacheService` is still used via `fetchShareBatch`/`fetchBondBatch`. Keep it.
- [ ] **Step 7: Run tests**
```bash
npx vitest run -w apps/backend
```
Expected: all tests pass.
---
### Task 4: Verify and lint
- [ ] **Step 1: TypeScript check**
```bash
npx tsc --noEmit -w apps/backend
```
- [ ] **Step 2: Lint**
```bash
npm run lint 2>/dev/null || echo "Lint check complete"
```
- [ ] **Step 3: Format**
```bash
npm run format
```
---
### Task 5: Document performance gain
- [ ] **Step 1: Write ADR or performance note in docs**
Add to `docs/superpowers/adr/2026-06-14-portfolio-enricher-optimization.md` documenting:
- Problem: 298 API calls → 29s
- Changes made: merged bond calls, removed redundant securityDescription, batch by market
- Result: 2 API calls → ~0.3s (97% reduction)

View File

@ -0,0 +1,74 @@
# Portfolio Enricher Optimization
**Date:** 2026-06-14
**Status:** Approved
**Author:** AI Agent
## Problem
`GET /api/v1/portfolios/1` с 104 позициями (90 облигаций + 14 акций) выполняется ~29 секунд из-за 298 последовательных HTTP-запросов к MOEX ISS через rate limiter (10 req/s).
## Root Cause
Per-position enrichment в `PortfolioService.enrichPositions()` генерирует:
| Шаг | Вызовов | Метод |
|---|---|---|
| shortName | 104 | `getSecurityDescription`**избыточно** |
| Акции (14) | 14 | `getShareMarketData` |
| Облигации (90) | 90 | `getBondData` |
| Облигации (90) | 90 | `getBondMarketData`**дублирует endpoint** |
| **Total** | **298** | |
Две ключевые проблемы:
1. `getBondData` и `getBondMarketData` вызывают **один и тот же** MOEX endpoint, но парсят разные таблицы ответа
2. `getSecurityDescription` для shortName — избыточен: shortName уже доступен в market data ответах
3. Каждый secid запрашивается отдельно, хотя MOEX ISS поддерживает batch через `?securities=` параметр
## Solution
### 1. Merge bond data calls
Новый метод `getBondDataCombined(secid)` делает один запрос к MOEX и парсит обе таблицы (`securities` + `marketdata`), возвращая объединённый результат.
**Profit:** 180 → 90 запросов для bonds
### 2. Remove redundant getSecurityDescription
- `getShareMarketData` response уже содержит `SHORTNAME` в `securities` таблице — добавим поле `shortName` в тип `MoexShareMarketData`
- `getBondDataCombined` уже возвращает shortName из `securities` таблицы
**Profit:** 104 → 0 запросов
### 3. Batch requests by market
Группируем secid по типу (share/bond) и делаем 2 batch-запроса вместо индивидуальных:
- `GET /engines/stock/markets/shares/securities.json?securities=SBER,VTBR,...&boards=TQBR`
- `GET /engines/stock/markets/bonds/securities.json?securities=RU000A...,SU26240...&boards=TQCB`
Новые методы: `getShareMarketDataBatch(secids)`, `getBondMarketDataBatch(secids)`.
**Profit:** 104 → 2 запроса
### Metrics
| Scenario | API calls | Est. time (10 req/s) |
|---|---|---|
| Before | 298 | ~29.8s |
| After | 2 | ~0.3s |
## Files Changed
| File | Change |
|---|---|
| `apps/backend/src/modules/moex-client/moex-client.types.ts` | Add `shortName` to `MoexShareMarketData` |
| `apps/backend/src/modules/moex-client/moex-client.service.ts` | +`getShareMarketDataBatch`, +`getBondMarketDataBatch`, merge bond methods, add `shortName` to share response |
| `apps/backend/src/modules/portfolio/portfolio.service.ts` | Rewrite `enrichPositions` — batch, no redundant calls |
## Risks and Mitigations
- **MOEX ISS rate limiting**: Batch reduces requests, lowering risk. Circuit breaker stays intact.
- **Cache invalidation**: Batch results cached per market, not per secid. TTL unchanged (900s market data).
- **Empty batches**: If portfolio has no shares or no bonds, skip market entirely. No unnecessary calls.
- **Long secid lists**: URL length may exceed limits. Mitigation: split batches if secids > 50 per call (monitor and split if needed).