Replace Prisma-based analytics with direct T-Bank API calls:
- GetPortfolio for expectedYield (real portfolio return)
- GetOperationsByCursor with pagination for full operation history
- Remove incorrect totalReturnPercent formula, use T-Bank expectedYield instead
- Replace MUI Chip in events card with custom Badge matching reference
colors (blue coupon, green dividend, amber maturity, red tax/fee)
- Add working pagination (useState, 7 per page, ←/→ handlers)
- Increase events API limit to 100 for multi-page support
- Fix chart month labels: left-align first, right-align last
to prevent overflow beyond container edges
- Add totalFees and totalTaxesPaid to BrokerAnalyticsDto and service
- Add GET /accounts/:accountId/portfolio/history endpoint with estimated v1 read-model
- Add categories query param to operations endpoint for filtering by category
- Update tests and module registration
- Render RUB values via formatDashboardCurrency so RUB shows as ₽
instead of 'RUB', matching the hero, events and income cards.
- Apply semantic color tones per spec §6:
* Пополнения/Дивиденды/Купоны/Всего получено → positive when > 0,
neutral when 0.
* Выводы → prefix value with '−' and render with negative tone
whenever the underlying amount is positive.
* Нетто → sign-based tone.
- Add data-testid and data-tone attributes on each analytics value so
tests and downstream styling can address each metric.
- Update the analytics mock in BrokerDashboard.test.tsx to cover
positive, negative (net invested + withdrawals) and zero values, and
add two new tests asserting ₽ rendering and the tone data attributes.
Support setting an accessible name on the dashboard card section so
consumers can query sections via getByLabelText in tests and assistive
tech, matching the hero pattern in BrokerDashboardHero.
- Drop unused `letterSpacing: 0.2` from TH_SX in both table cards
(HTML mockup has no letter-spacing on headers)
- Move `eventStatusTone` from EventsCard to dashboardVisual.ts
for symmetry with `eventTypeTone` (single source of tone semantics)
- Drop unused `columnWidths` prop and `widthsFor` override branch
in BrokerDashboardTableSkeleton (no caller passes it)
- Drop redundant `role="presentation"` on skeleton wrapper
(rows already carry `aria-hidden="true"`)
- Drop unused `TypeTone` import from EventsCard after moving
eventStatusTone out
Spec review of Task 9 caught that the events amount prefix used '+'
unconditionally for any actual source, producing '+-87,00 ₽' on negative
actual amounts. Mirror the income card sign handling: '+' for positive,
Unicode '−' (U+2212) for negative, '~' for forecast (regardless of sign).
Extract a small eventAmountDisplay helper and tighten the corresponding
test assertion to require exact equality instead of substring match, so
this regression class is caught next time.
- Add thead with semantic column headers to events and income tables
- Render instruments as main (ticker/ISIN) + subtitle (name) via instrumentDisplay
- Type column uses compact Chip with eventTypeTone/incomeTypeTone; DIV_EXT
shows distinct label 'Дивиденд (внешний)'
- Amount column applies moneyTone (positive=green, negative=red, planned=neutral)
via moneyToneToColor; sign prefixes (+/-/~) preserved per spec
- Status column: 'Поступило' (success) vs 'Ожидается' (neutral)
- Income sum semantics preserved (sum of current page rows)
- Skeleton: unified column-width and variant pattern for both tables
- Drop legacy DashboardIncomeRow.instrument alias (now uses instrumentMain/Subtitle)
- Extract moneyToneToColor helper from hero (single source of MUI color mapping)
- Dashboard tests cover thead, badges, subtitles, signed tones, and that
tables show ₽ instead of RUB for RUB amounts
BrokerDashboardCard previously rendered <Heading level={3} size="section">,
which produced an <h3> under the <h1> account name in BrokerAccountLayout,
skipping the <h2> level. Use level={2} so the semantic HTML is a proper
<h2> while keeping the compact "section" visual size.
Also extract the byte-identical toolbar wrapper (grid + chips + date filter
slot) shared by BrokerDashboardEventsCard and BrokerDashboardIncomeCard
into BrokerDashboardTableToolbar to remove duplicated sx config.
Introduce dashboardVisual.ts with moneyTone, formatDashboardCurrency,
eventTypeTone, incomeTypeTone, and instrumentDisplay helpers used by
the broker dashboard to match the HTML reference prototype.
Extend dashboardIncome.ts: typeLabel now distinguishes DIV_EXT
('Дивиденд (внешний)'), and rows expose instrumentMain/instrumentSubtitle
via instrumentDisplay while keeping instrument as a derived alias for
existing callers.
Add resetDashboardFilters factory in dashboardFilters.ts so Task 3 can
wire the reset action without re-churning filter types.
- Replace two MUI DatePicker components with a single visual range field
- Click opens Popover with community DateCalendar (no DateRangePicker/pro)
- First click sets start, second sets end; if end < start, range resets
- Remove isOpen/onToggle props — Popover managed locally
- Add BrokerDashboardTableSkeleton for events/income loading
- Set default weekly range (today-7d / today) for both events and income
- Remove 'Фильтр' label, rename 'Показать' → 'Применить период'
- Install @mui/x-date-pickers@7
- Update tests for new UI and skeleton loading states
- Align spec.md, plan.md, tasks.md with implementation
- Move navigation from left sidebar to horizontal top tabs in BrokerAccountLayout
- Change dashboard blocks to single-column layout (Events, Income, Analytics, Allocation)
- Extend DS Chip with onClick/selected/disabled/aria-pressed
- Add clickable chip filters to Events and Income cards with immediate filtering
- Disable backend query when all types deselected (show validation message)
- Add useBrokerEvents/useBrokerOperations options.enabled param
- Update dashboard skeleton to single-column shape
- Add userEvent tests for chip filter interactions
Replace vertical overview with dashboard composition:
- BrokerDashboardHero with portfolio KPI, return, daily change, total income
- BrokerDashboardEventsCard with compact events table and local pagination
- BrokerDashboardIncomeCard with income operations table and cursor pagination
- BrokerDashboardAnalyticsCard with analytics Metric grid
- BrokerDashboardAllocationCard wrapping existing donut chart
- BrokerDashboardSkeleton matching dashboard shape
- BrokerDashboardCard local card pattern
- Pure lib helpers: dashboardIncome, dashboardFilters, dashboardFormatters
- Unit tests for income helpers (6) and dashboard composition (1)
- MoexHttpClient: infrastructure (axios, rate limiter, circuit breaker)
- MoexSecuritiesClient: search and security descriptions
- MoexMarketDataClient: share/bond market data and batch queries
- MoexCandlesClient: candle data
- MoexHistoryClient: share/bond history
- MoexDividendsClient: dividend data
- Removed @Global() from MoexClientModule
- Updated all 7 consumers with explicit DI
- All 141 tests passing
- 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
- Add analytics cache key to TBANK_CACHE_KEYS
- Add tbankAnalyticsTtl to cache configuration
- Register and export BrokerAnalyticsService in TBankModule
- Add BrokerAnalyticsEnvelopeDto to broker envelope DTOs
- Add GET /accounts/:accountId/analytics endpoint to TBankController
- Fix TBankController spec to pass new constructor dependency
