From 15427be3842eef422e81a5a3f143a6781ba36577 Mon Sep 17 00:00:00 2001
From: Sergey Krylov <ksv741@mail.ru>
Date: Wed, 24 Jun 2026 09:30:03 +0300
Subject: [PATCH 1/9] docs: add spec for broker account analytics

---
 .../features/broker-account-analytics/spec.md | 112 ++++++++++++++++++
 1 file changed, 112 insertions(+)
 create mode 100644 docs/features/broker-account-analytics/spec.md

diff --git a/docs/features/broker-account-analytics/spec.md b/docs/features/broker-account-analytics/spec.md
new file mode 100644
index 0000000..848488c
--- /dev/null
+++ b/docs/features/broker-account-analytics/spec.md
@@ -0,0 +1,112 @@
+# Аналитика прибыльности брокерского счёта
+
+Дата: 2026-06-24
+Статус: спецификация
+Эпик: [Портфель брокера](../../epics/BrokerPortfolio.md)
+
+## Цель
+
+Дать пользователю брокерского счёта T-Bank отдельный раздел, где можно увидеть агрегированную аналитику прибыльности портфеля: сколько всего было вложено (нетто), сколько получено (дивиденды + купоны) и общую доходность.
+
+## Пользовательский результат
+
+Пользователь может:
+
+- открыть вкладку `Аналитика` внутри брокерского счёта;
+- увидеть, сколько всего денег было внесено на счёт (пополнения);
+- увидеть, сколько всего денег было выведено со счёта;
+- увидеть нетто-вложения (пополнения минус выводы);
+- увидеть сумму полученных дивидендов;
+- увидеть сумму полученных купонов;
+- увидеть общую сумму полученного дохода (дивиденды + купоны);
+- увидеть доходность в процентах от нетто-вложений.
+
+## Область изменений
+
+Фича относится только к брокерским счетам T-Bank и включает:
+
+- новый backend endpoint `GET /api/v1/broker/accounts/:accountId/analytics`;
+- новый сервис `BrokerAnalyticsService` с агрегацией через raw SQL;
+- новую вкладку `Аналитика` в навигации брокерского счёта;
+- страницу аналитики с отображением вложений, полученного дохода и сводки.
+
+## Требования
+
+### 1. Источники данных
+
+- Все данные агрегируются из таблицы `BrokerOperation`.
+- Для расчёта вложений используются операции с типами пополнений (`OPERATION_TYPE_INPUT` и аналоги) и выводов (`OPERATION_TYPE_OUTPUT` и аналоги).
+- Для расчёта полученного дохода используются операции с типами дивидендов (`OPERATION_TYPE_DIVIDEND`, `OPERATION_TYPE_DIV_EXT`) и купонов (`OPERATION_TYPE_COUPON`).
+- Данные считаются «навсегда»: без фильтра по дате, за всё время существования счёта.
+- Аналитика read-only и не изменяет данные.
+
+### 2. Endpoint
+
+- `GET /api/v1/broker/accounts/:accountId/analytics` — возвращает агрегированные показатели.
+- Кешируется с TTL 5 минут (как существующие broker-эндпоинты).
+- При отсутствии счёта возвращает 404.
+
+### 3. Показатели
+
+Endpoint возвращает:
+
+| Поле | Описание |
+|------|----------|
+| `totalDeposits` | Сумма всех пополнений счёта |
+| `totalWithdrawn` | Сумма всех выводов со счёта |
+| `netInvested` | `totalDeposits − totalWithdrawn` (нетто-вложения) |
+| `totalDividends` | Сумма полученных дивидендов |
+| `totalCoupons` | Сумма полученных купонов |
+| `totalReceived` | `totalDividends + totalCoupons` |
+| `totalReturnPercent` | `(totalReceived / netInvested) × 100`, если `netInvested > 0`, иначе `null` |
+| `currency` | Валюта (RUB) |
+
+### 4. Агрегация
+
+- Запрос выполняется одним агрегирующим запросом к таблице `BrokerOperation`.
+- Из выборки исключаются операции с `payment IS NULL`.
+- Учитываются только исполненные операции (state = `OPERATION_STATE_EXECUTED` или `null`).
+
+### 5. Вкладка
+
+- В навигации брокерского счёта появляется вкладка `Аналитика` рядом с `События`.
+- Вкладка использует `useBrokerAccountContext()` для получения `accountId`.
+- Страница показывает три блока:
+  1. **Вложено** — пополнения, выводы, нетто-итог
+  2. **Получено** — дивиденды, купоны, итог
+  3. **Сводка** — нетто-вложения, полученный доход, доходность в процентах
+
+### 6. Пустые состояния и ошибки
+
+- Если аналитика недоступна (нет операций), показывается пустое состояние.
+- Если нетто-вложения равны нулю, `totalReturnPercent` не показывается.
+- Ошибка загрузки не ломает навигацию счёта.
+
+## Ограничения
+
+- Фича работает только внутри маршрутов `/broker/:accountId/*`.
+- Ручные портфели `PortfolioModule` не входят в область фичи.
+- Фича не учитывает налоги, комиссии и валютную конвертацию.
+- Фича не учитывает нереализованную прибыль/убыток по текущим позициям.
+- Доходность считается только по полученным выплатам (дивиденды + купоны), без учёта изменения цены бумаг.
+
+## Acceptance Criteria
+
+- На странице брокерского счёта есть вкладка `Аналитика`.
+- Вкладка показывает нетто-вложения (пополнения минус выводы).
+- Вкладка показывает сумму полученных дивидендов.
+- Вкладка показывает сумму полученных купонов.
+- Вкладка показывает общую сумму полученного дохода.
+- Доходность в процентах отображается, если нетто-вложения > 0.
+- Данные кешируются на 5 минут.
+- Пустое состояние отображается при отсутствии данных.
+- Ошибка загрузки не ломает навигацию.
+
+## Вне области фичи
+
+- учёт налогов и комиссий;
+- нереализованная прибыль/убыток по текущим позициям;
+- ручные портфели;
+- мультивалютность;
+- графики и визуализация динамики;
+- экспорт данных.
-- 
2.47.2


From 61e3398c71a53880ee3eee24a40ce510924c5f57 Mon Sep 17 00:00:00 2001
From: Sergey Krylov <ksv741@mail.ru>
Date: Wed, 24 Jun 2026 09:38:25 +0300
Subject: [PATCH 2/9] feat(backend): add broker analytics DTO and service

---
 .../dto/broker-analytics-response.dto.ts      |  27 +
 .../services/broker-analytics.service.ts      | 110 +++
 .../features/broker-account-analytics/plan.md | 652 ++++++++++++++++++
 .../broker-account-analytics/tasks.md         |  16 +
 4 files changed, 805 insertions(+)
 create mode 100644 apps/backend/src/modules/tbank/dto/broker-analytics-response.dto.ts
 create mode 100644 apps/backend/src/modules/tbank/services/broker-analytics.service.ts
 create mode 100644 docs/features/broker-account-analytics/plan.md
 create mode 100644 docs/features/broker-account-analytics/tasks.md

diff --git a/apps/backend/src/modules/tbank/dto/broker-analytics-response.dto.ts b/apps/backend/src/modules/tbank/dto/broker-analytics-response.dto.ts
new file mode 100644
index 0000000..6aa9a89
--- /dev/null
+++ b/apps/backend/src/modules/tbank/dto/broker-analytics-response.dto.ts
@@ -0,0 +1,27 @@
+import { ApiProperty } from '@nestjs/swagger';
+
+export class BrokerAnalyticsDto {
+  @ApiProperty()
+  totalDeposits!: number;
+
+  @ApiProperty()
+  totalWithdrawn!: number;
+
+  @ApiProperty()
+  netInvested!: number;
+
+  @ApiProperty()
+  totalDividends!: number;
+
+  @ApiProperty()
+  totalCoupons!: number;
+
+  @ApiProperty()
+  totalReceived!: number;
+
+  @ApiProperty({ type: Number, nullable: true })
+  totalReturnPercent!: number | null;
+
+  @ApiProperty()
+  currency!: string;
+}
diff --git a/apps/backend/src/modules/tbank/services/broker-analytics.service.ts b/apps/backend/src/modules/tbank/services/broker-analytics.service.ts
new file mode 100644
index 0000000..e129eb4
--- /dev/null
+++ b/apps/backend/src/modules/tbank/services/broker-analytics.service.ts
@@ -0,0 +1,110 @@
+import { Injectable, NotFoundException } from '@nestjs/common';
+import { PrismaService } from '../../prisma/prisma.service';
+import { CacheService } from '../../cache/cache.service';
+import { BrokerAnalyticsDto } from '../dto/broker-analytics-response.dto';
+import { BrokerAccountsService } from './broker-accounts.service';
+import { TBANK_CACHE_KEYS } from '../tbank.config';
+
+const DEPOSIT_TYPES = new Set([
+  'OPERATION_TYPE_INPUT',
+  'OPERATION_TYPE_INPUT_SWIFT',
+  'OPERATION_TYPE_INPUT_ACQUIRING',
+  'OPERATION_TYPE_INP_MULTI',
+  'OPERATION_TYPE_OVER_PLACEMENT',
+  'OPERATION_TYPE_TRANS_IIS_BS',
+  'OPERATION_TYPE_TRANS_BS_BS',
+]);
+
+const WITHDRAWAL_TYPES = new Set([
+  'OPERATION_TYPE_OUTPUT',
+  'OPERATION_TYPE_OUTPUT_SWIFT',
+  'OPERATION_TYPE_OUTPUT_ACQUIRING',
+  'OPERATION_TYPE_OUT_MULTI',
+]);
+
+const DIVIDEND_TYPES = new Set(['OPERATION_TYPE_DIVIDEND', 'OPERATION_TYPE_DIV_EXT']);
+
+const COUPON_TYPES = new Set(['OPERATION_TYPE_COUPON']);
+
+const ANALYTICS_TYPES = new Set([
+  ...DEPOSIT_TYPES,
+  ...WITHDRAWAL_TYPES,
+  ...DIVIDEND_TYPES,
+  ...COUPON_TYPES,
+]);
+
+@Injectable()
+export class BrokerAnalyticsService {
+  constructor(
+    private readonly prisma: PrismaService,
+    private readonly accountsService: BrokerAccountsService,
+    private readonly cacheService: CacheService,
+  ) {}
+
+  async getAnalytics(accountId: string): Promise<{
+    data: BrokerAnalyticsDto;
+    meta: { fromCache: boolean; cachedAt: string | null };
+  }> {
+    const account = await this.accountsService.findById(accountId);
+    if (!account) throw new NotFoundException('Broker account not found');
+
+    const result = await this.cacheService.getOrFetch(
+      TBANK_CACHE_KEYS.analytics,
+      [accountId],
+      () => this.computeAnalytics(accountId),
+      'tbankAnalyticsTtl',
+    );
+
+    return {
+      data: result.data,
+      meta: { fromCache: result.fromCache, cachedAt: result.cachedAt },
+    };
+  }
+
+  private async computeAnalytics(accountId: string): Promise<BrokerAnalyticsDto> {
+    const operations = await this.prisma.brokerOperation.findMany({
+      where: {
+        accountId,
+        type: { in: Array.from(ANALYTICS_TYPES) },
+        payment: { not: null },
+      },
+      select: { type: true, payment: true },
+    });
+
+    let totalDeposits = 0;
+    let totalWithdrawn = 0;
+    let totalDividends = 0;
+    let totalCoupons = 0;
+
+    for (const op of operations) {
+      const payment = JSON.parse(op.payment!);
+      const value = payment.value ?? 0;
+
+      if (DEPOSIT_TYPES.has(op.type)) {
+        totalDeposits += value;
+      } else if (WITHDRAWAL_TYPES.has(op.type)) {
+        totalWithdrawn += Math.abs(value);
+      } else if (DIVIDEND_TYPES.has(op.type)) {
+        totalDividends += value;
+      } else if (COUPON_TYPES.has(op.type)) {
+        totalCoupons += value;
+      }
+    }
+
+    const netInvested = totalDeposits - totalWithdrawn;
+    const totalReceived = totalDividends + totalCoupons;
+    const totalReturnPercent =
+      netInvested > 0 ? Math.round((totalReceived / netInvested) * 10000) / 100 : null;
+
+    return {
+      totalDeposits: Math.round(totalDeposits * 100) / 100,
+      totalWithdrawn: Math.round(totalWithdrawn * 100) / 100,
+      netInvested: Math.round(netInvested * 100) / 100,
+      totalDividends: Math.round(totalDividends * 100) / 100,
+      totalCoupons: Math.round(totalCoupons * 100) / 100,
+      totalReceived: Math.round(totalReceived * 100) / 100,
+      totalReturnPercent,
+      currency: 'RUB',
+    };
+  }
+}
diff --git a/docs/features/broker-account-analytics/plan.md b/docs/features/broker-account-analytics/plan.md
new file mode 100644
index 0000000..2b8cc3e
--- /dev/null
+++ b/docs/features/broker-account-analytics/plan.md
@@ -0,0 +1,652 @@
+# Аналитика прибыльности брокерского счёта — Implementation Plan
+
+> **For agentic workers:** Use subagent-driven-development or executing-plans to implement this plan task-by-task.
+
+**Goal:** Add an analytics tab to the broker account page showing net invested vs received (dividends + coupons).
+
+**Architecture:** New backend service aggregates BrokerOperation records by type via Prisma, returns DTO. New frontend tab page displays invested/received blocks.
+
+**Tech Stack:** NestJS + Prisma (SQLite), React + TanStack Query + react-router
+
+---
+
+## File Structure
+
+### Backend (new/modified)
+- Create: `apps/backend/src/modules/tbank/dto/broker-analytics-response.dto.ts`
+- Create: `apps/backend/src/modules/tbank/services/broker-analytics.service.ts`
+- Modify: `apps/backend/src/modules/tbank/tbank.controller.ts` — add `GET /analytics` endpoint
+- Modify: `apps/backend/src/modules/tbank/tbank.module.ts` — register service
+
+### Frontend (new/modified)
+- Create: `apps/frontend/src/entities/broker-analytics/api/brokerAnalyticsApi.ts`
+- Create: `apps/frontend/src/entities/broker-analytics/model/useBrokerAnalytics.ts`
+- Create: `apps/frontend/src/entities/broker-analytics/index.ts`
+- Create: `apps/frontend/src/pages/broker-analytics/ui/BrokerAnalyticsPage.tsx`
+- Create: `apps/frontend/src/pages/broker-analytics/index.ts`
+- Modify: `apps/frontend/src/widgets/broker-account-layout/ui/BrokerAccountLayout.tsx`
+- Modify: `apps/frontend/src/app/routing/routeTree.tsx`
+- Modify: `apps/frontend/src/shared/api/types.ts`
+
+---
+
+### Task 1: Backend DTO и сервис аналитики
+
+**Files:**
+- Create: `apps/backend/src/modules/tbank/dto/broker-analytics-response.dto.ts`
+- Create: `apps/backend/src/modules/tbank/services/broker-analytics.service.ts`
+
+#### Шаг 1.1: Создать DTO
+
+```typescript
+import { ApiProperty } from '@nestjs/swagger';
+
+export class BrokerAnalyticsDto {
+  @ApiProperty()
+  totalDeposits!: number;
+
+  @ApiProperty()
+  totalWithdrawn!: number;
+
+  @ApiProperty()
+  netInvested!: number;
+
+  @ApiProperty()
+  totalDividends!: number;
+
+  @ApiProperty()
+  totalCoupons!: number;
+
+  @ApiProperty()
+  totalReceived!: number;
+
+  @ApiProperty({ type: Number, nullable: true })
+  totalReturnPercent!: number | null;
+
+  @ApiProperty()
+  currency!: string;
+}
+```
+
+#### Шаг 1.2: Создать сервис `BrokerAnalyticsService`
+
+```typescript
+import { Injectable, NotFoundException } from '@nestjs/common';
+import { PrismaService } from '../../prisma/prisma.service';
+import { CacheService } from '../../cache/cache.service';
+import { BrokerAnalyticsDto } from '../dto/broker-analytics-response.dto';
+import { BrokerAccountsService } from './broker-accounts.service';
+import { TBANK_CACHE_KEYS } from '../tbank.config';
+
+const DEPOSIT_TYPES = new Set([
+  'OPERATION_TYPE_INPUT',
+  'OPERATION_TYPE_INPUT_SWIFT',
+  'OPERATION_TYPE_INPUT_ACQUIRING',
+  'OPERATION_TYPE_INP_MULTI',
+  'OPERATION_TYPE_OVER_PLACEMENT',
+  'OPERATION_TYPE_TRANS_IIS_BS',
+  'OPERATION_TYPE_TRANS_BS_BS',
+]);
+
+const WITHDRAWAL_TYPES = new Set([
+  'OPERATION_TYPE_OUTPUT',
+  'OPERATION_TYPE_OUTPUT_SWIFT',
+  'OPERATION_TYPE_OUTPUT_ACQUIRING',
+  'OPERATION_TYPE_OUT_MULTI',
+]);
+
+const DIVIDEND_TYPES = new Set(['OPERATION_TYPE_DIVIDEND', 'OPERATION_TYPE_DIV_EXT']);
+
+const COUPON_TYPES = new Set(['OPERATION_TYPE_COUPON']);
+
+const ANALYTICS_TYPES = new Set([
+  ...DEPOSIT_TYPES,
+  ...WITHDRAWAL_TYPES,
+  ...DIVIDEND_TYPES,
+  ...COUPON_TYPES,
+]);
+
+@Injectable()
+export class BrokerAnalyticsService {
+  constructor(
+    private readonly prisma: PrismaService,
+    private readonly accountsService: BrokerAccountsService,
+    private readonly cacheService: CacheService,
+  ) {}
+
+  async getAnalytics(accountId: string): Promise<{
+    data: BrokerAnalyticsDto;
+    meta: { fromCache: boolean; cachedAt: string | null };
+  }> {
+    const account = await this.accountsService.findById(accountId);
+    if (!account) throw new NotFoundException('Broker account not found');
+
+    return this.cacheService.getOrFetch(
+      TBANK_CACHE_KEYS.analytics,
+      [accountId],
+      () => this.computeAnalytics(accountId),
+      'tbankAnalyticsTtl',
+    );
+  }
+
+  private async computeAnalytics(accountId: string): Promise<BrokerAnalyticsDto> {
+    const operations = await this.prisma.brokerOperation.findMany({
+      where: {
+        accountId,
+        type: { in: Array.from(ANALYTICS_TYPES) },
+        payment: { not: null },
+      },
+      select: { type: true, payment: true },
+    });
+
+    let totalDeposits = 0;
+    let totalWithdrawn = 0;
+    let totalDividends = 0;
+    let totalCoupons = 0;
+
+    for (const op of operations) {
+      const payment = JSON.parse(op.payment!);
+      const value = payment.value ?? 0;
+
+      if (DEPOSIT_TYPES.has(op.type)) {
+        totalDeposits += value;
+      } else if (WITHDRAWAL_TYPES.has(op.type)) {
+        totalWithdrawn += Math.abs(value);
+      } else if (DIVIDEND_TYPES.has(op.type)) {
+        totalDividends += value;
+      } else if (COUPON_TYPES.has(op.type)) {
+        totalCoupons += value;
+      }
+    }
+
+    const netInvested = totalDeposits - totalWithdrawn;
+    const totalReceived = totalDividends + totalCoupons;
+    const totalReturnPercent =
+      netInvested > 0 ? Math.round((totalReceived / netInvested) * 10000) / 100 : null;
+
+    return {
+      totalDeposits: Math.round(totalDeposits * 100) / 100,
+      totalWithdrawn: Math.round(totalWithdrawn * 100) / 100,
+      netInvested: Math.round(netInvested * 100) / 100,
+      totalDividends: Math.round(totalDividends * 100) / 100,
+      totalCoupons: Math.round(totalCoupons * 100) / 100,
+      totalReceived: Math.round(totalReceived * 100) / 100,
+      totalReturnPercent,
+      currency: 'RUB',
+    };
+  }
+}
+```
+
+#### Шаг 1.3: Проверить сборку
+
+```bash
+npm run build -w apps/backend
+```
+
+#### Шаг 1.4: Закоммитить
+
+```bash
+git add apps/backend/src/modules/tbank/dto/broker-analytics-response.dto.ts
+git add apps/backend/src/modules/tbank/services/broker-analytics.service.ts
+git commit -m "feat(backend): add broker analytics DTO and service"
+```
+
+---
+
+### Task 2: Backend controller, module registration и конфиг кеша
+
+**Files:**
+- Modify: `apps/backend/src/modules/tbank/tbank.controller.ts`
+- Modify: `apps/backend/src/modules/tbank/tbank.module.ts`
+- Modify: `apps/backend/src/modules/tbank/tbank.config.ts`
+- Modify: `apps/backend/src/modules/tbank/dto/broker-envelope.dto.ts`
+- Modify: `apps/backend/src/config/configuration.ts`
+
+#### Шаг 2.1: Добавить cache key
+
+В `apps/backend/src/modules/tbank/tbank.config.ts`:
+
+```typescript
+export const TBANK_CACHE_KEYS = {
+  // ... existing keys
+  analytics: 'tbank:analytics',
+} as const;
+```
+
+#### Шаг 2.2: Добавить TTL config
+
+В `apps/backend/src/config/configuration.ts`, в секцию `cache`:
+
+```typescript
+tbankAnalyticsTtl: parseInt(process.env.CACHE_TBANK_ANALYTICS_TTL || '300', 10),
+```
+
+#### Шаг 2.3: Зарегистрировать сервис в `TbankModule`
+
+В `apps/backend/src/modules/tbank/tbank.module.ts`:
+- Добавить `BrokerAnalyticsService` в `providers`
+
+```typescript
+import { BrokerAnalyticsService } from './services/broker-analytics.service';
+
+@Module({
+  providers: [
+    // ... existing services
+    BrokerAnalyticsService,
+  ],
+})
+```
+
+#### Шаг 2.4: Добавить envelope DTO
+
+В `apps/backend/src/modules/tbank/dto/broker-envelope.dto.ts`:
+
+```typescript
+import { BrokerAnalyticsDto } from './broker-analytics-response.dto';
+
+export class BrokerAnalyticsEnvelopeDto {
+  @ApiProperty({ type: BrokerAnalyticsDto })
+  data!: BrokerAnalyticsDto;
+
+  @ApiProperty({ type: BrokerResponseMetaDto })
+  meta!: BrokerResponseMetaDto;
+}
+```
+
+#### Шаг 2.5: Добавить endpoint в `TbankController`
+
+```typescript
+import { BrokerAnalyticsService } from './services/broker-analytics.service';
+import { BrokerAnalyticsEnvelopeDto } from './dto/broker-envelope.dto';
+
+@Get('accounts/:accountId/analytics')
+@ApiOperation({ summary: 'Get broker account profitability analytics' })
+@ApiOkResponse({ type: BrokerAnalyticsEnvelopeDto })
+async getAnalytics(@Param('accountId') accountId: string) {
+  const result = await this.brokerAnalyticsService.getAnalytics(accountId);
+  return new ApiResponse(result.data, result.meta.fromCache, result.meta.cachedAt);
+}
+```
+
+Добавить `private readonly brokerAnalyticsService: BrokerAnalyticsService` в конструктор.
+
+#### Шаг 2.6: Проверить сборку
+
+```bash
+npm run build -w apps/backend
+```
+
+#### Шаг 2.7: Закоммитить
+
+```bash
+git add apps/backend/src/modules/tbank/
+git add apps/backend/src/config/configuration.ts
+git commit -m "feat(backend): add broker analytics endpoint with caching"
+```
+
+---
+
+### Task 3: Frontend — shared types barrel, entity API и хук
+
+**Files:**
+- Modify: `apps/frontend/src/shared/api/index.ts`
+- Modify: `apps/frontend/src/shared/api/types.ts` (codegen)
+- Create: `apps/frontend/src/entities/broker-analytics/api/brokerAnalyticsApi.ts`
+- Create: `apps/frontend/src/entities/broker-analytics/model/useBrokerAnalytics.ts`
+- Create: `apps/frontend/src/entities/broker-analytics/index.ts`
+
+#### Шаг 3.1: Добавить тип `BrokerAnalyticsDto` в `types.ts`
+
+Добавить в `components['schemas']` секцию `shared/api/types.ts`:
+
+```typescript
+BrokerAnalyticsDto: {
+  totalDeposits: number
+  totalWithdrawn: number
+  netInvested: number
+  totalDividends: number
+  totalCoupons: number
+  totalReceived: number
+  totalReturnPercent: number | null
+  currency: string
+}
+```
+
+#### Шаг 3.2: Добавить брокерский тип в barrel export
+
+В `apps/frontend/src/shared/api/index.ts`:
+
+```typescript
+// Broker analytics
+export type BrokerAnalytics = components['schemas']['BrokerAnalyticsDto']
+```
+
+#### Шаг 3.3: Создать API функцию
+
+```typescript
+// apps/frontend/src/entities/broker-analytics/api/brokerAnalyticsApi.ts
+import type { ApiResponseMeta, BrokerAnalytics } from '@/shared/api'
+import { request } from '@/shared/api/kyClient'
+
+export function getBrokerAnalytics(
+  accountId: string,
+): Promise<{ data: BrokerAnalytics; meta: ApiResponseMeta }> {
+  return request<BrokerAnalytics>(
+    `/api/v1/broker/accounts/${encodeURIComponent(accountId)}/analytics`,
+  )
+}
+```
+
+#### Шаг 3.4: Создать хук
+
+```typescript
+// apps/frontend/src/entities/broker-analytics/model/useBrokerAnalytics.ts
+import { useQuery } from '@tanstack/react-query'
+import type { BrokerAnalytics } from '@/shared/api'
+import { getBrokerAnalytics } from '../api/brokerAnalyticsApi'
+
+export function useBrokerAnalytics(accountId: string | undefined) {
+  return useQuery<BrokerAnalytics>({
+    queryKey: ['broker', 'analytics', accountId],
+    enabled: Boolean(accountId),
+    queryFn: async () => (await getBrokerAnalytics(accountId!)).data,
+    staleTime: 300_000,
+    retry: 2,
+    refetchOnWindowFocus: false,
+  })
+}
+```
+
+#### Шаг 3.5: Создать barrel export
+
+```typescript
+// apps/frontend/src/entities/broker-analytics/index.ts
+export { getBrokerAnalytics } from './api/brokerAnalyticsApi'
+export { useBrokerAnalytics } from './model/useBrokerAnalytics'
+```
+
+#### Шаг 3.6: Проверить сборку
+
+```bash
+npm run build -w apps/frontend
+```
+
+#### Шаг 3.7: Закоммитить
+
+```bash
+git add apps/frontend/src/entities/broker-analytics/
+git add apps/frontend/src/shared/api/
+git commit -m "feat(frontend): add broker analytics data layer"
+```
+
+---
+
+### Task 4: Frontend — страница аналитики
+
+**Files:**
+- Create: `apps/frontend/src/pages/broker-analytics/ui/BrokerAnalyticsPage.tsx`
+- Create: `apps/frontend/src/pages/broker-analytics/index.ts`
+
+#### Шаг 4.1: Создать страницу
+
+```tsx
+// apps/frontend/src/pages/broker-analytics/ui/BrokerAnalyticsPage.tsx
+import { useBrokerAccountContext } from '@/widgets/broker-account-layout';
+import { useBrokerAnalytics } from '@/entities/broker-analytics';
+
+function formatAmount(value: number, currency: string): string {
+  return `${value.toLocaleString('ru-RU', { minimumFractionDigits: 2, maximumFractionDigits: 2 })} ${currency}`;
+}
+
+export function BrokerAnalyticsPage() {
+  const { accountId } = useBrokerAccountContext();
+  const { data, isLoading, isError } = useBrokerAnalytics(accountId);
+
+  if (isLoading) {
+    return (
+      <section>
+        <div style={{ padding: '24px', color: 'var(--color-text-secondary)' }}>Загрузка...</div>
+      </section>
+    );
+  }
+
+  if (isError) {
+    return (
+      <section>
+        <div style={{ padding: '24px', color: 'var(--color-text-negative)' }}>
+          Не удалось загрузить аналитику
+        </div>
+      </section>
+    );
+  }
+
+  if (!data || (data.totalDeposits === 0 && data.totalReceived === 0)) {
+    return (
+      <section>
+        <div style={{ padding: '24px', color: 'var(--color-text-secondary)' }}>
+          Нет данных для аналитики
+        </div>
+      </section>
+    );
+  }
+
+  return (
+    <section>
+      <div style={{
+        display: 'grid',
+        gridTemplateColumns: '1fr 1fr',
+        gap: '16px',
+        marginBottom: '24px',
+      }}>
+        {/* Вложено */}
+        <div style={{
+          background: 'var(--color-surface-card)',
+          borderRadius: '12px',
+          padding: '20px',
+        }}>
+          <h3 style={{ margin: '0 0 16px', fontSize: '16px', fontWeight: 600 }}>Вложено</h3>
+          <div style={{ display: 'flex', flexDirection: 'column', gap: '8px' }}>
+            <Row label="Пополнения" value={formatAmount(data.totalDeposits, data.currency)} />
+            <Row label="Выводы" value={`−${formatAmount(data.totalWithdrawn, data.currency)}`} negative />
+            <Divider />
+            <Row label="Нетто" value={formatAmount(data.netInvested, data.currency)} bold />
+          </div>
+        </div>
+
+        {/* Получено */}
+        <div style={{
+          background: 'var(--color-surface-card)',
+          borderRadius: '12px',
+          padding: '20px',
+        }}>
+          <h3 style={{ margin: '0 0 16px', fontSize: '16px', fontWeight: 600 }}>Получено</h3>
+          <div style={{ display: 'flex', flexDirection: 'column', gap: '8px' }}>
+            <Row label="Дивиденды" value={formatAmount(data.totalDividends, data.currency)} positive />
+            <Row label="Купоны" value={formatAmount(data.totalCoupons, data.currency)} positive />
+            <Divider />
+            <Row label="Итого" value={formatAmount(data.totalReceived, data.currency)} bold positive />
+          </div>
+        </div>
+      </div>
+
+      {/* Сводка */}
+      <div style={{
+        background: 'var(--color-surface-card)',
+        borderRadius: '12px',
+        padding: '20px',
+      }}>
+        <h3 style={{ margin: '0 0 16px', fontSize: '16px', fontWeight: 600 }}>Сводка</h3>
+        <div style={{ display: 'flex', gap: '48px' }}>
+          <SummaryItem label="Вложено нетто" value={formatAmount(data.netInvested, data.currency)} />
+          <SummaryItem label="Получено" value={formatAmount(data.totalReceived, data.currency)} />
+          {data.totalReturnPercent !== null && (
+            <SummaryItem
+              label="Доходность"
+              value={`${data.totalReturnPercent.toFixed(2)}%`}
+              positive
+            />
+          )}
+        </div>
+      </div>
+    </section>
+  );
+}
+
+function Row({ label, value, bold, positive, negative }: {
+  label: string;
+  value: string;
+  bold?: boolean;
+  positive?: boolean;
+  negative?: boolean;
+}) {
+  const color = positive
+    ? 'var(--color-text-positive, #22c55e)'
+    : negative
+      ? 'var(--color-text-negative, #ef4444)'
+      : 'var(--color-text-primary)';
+  return (
+    <div style={{ display: 'flex', justifyContent: 'space-between', alignItems: 'center' }}>
+      <span style={{ color: 'var(--color-text-secondary)', fontSize: '14px' }}>{label}</span>
+      <span style={{ fontWeight: bold ? 600 : 400, color, fontSize: '15px' }}>{value}</span>
+    </div>
+  );
+}
+
+function Divider() {
+  return (
+    <div style={{
+      height: '1px',
+      background: 'var(--color-border)',
+      margin: '4px 0',
+    }} />
+  );
+}
+
+function SummaryItem({ label, value, positive }: {
+  label: string;
+  value: string;
+  positive?: boolean;
+}) {
+  return (
+    <div>
+      <div style={{ color: 'var(--color-text-secondary)', fontSize: '13px', marginBottom: '4px' }}>
+        {label}
+      </div>
+      <div style={{
+        fontSize: '20px',
+        fontWeight: 600,
+        color: positive ? 'var(--color-text-positive, #22c55e)' : 'var(--color-text-primary)',
+      }}>
+        {value}
+      </div>
+    </div>
+  );
+}
+```
+
+#### Шаг 4.2: Создать barrel
+
+```typescript
+// apps/frontend/src/pages/broker-analytics/index.ts
+export { BrokerAnalyticsPage } from './ui/BrokerAnalyticsPage'
+```
+
+#### Шаг 4.3: Проверить сборку
+
+```bash
+npm run build -w apps/frontend
+```
+
+#### Шаг 4.4: Закоммитить
+
+```bash
+git add apps/frontend/src/pages/broker-analytics/
+git commit -m "feat(frontend): add broker analytics page"
+```
+
+---
+
+### Task 5: Frontend — роут и таб навигации
+
+**Files:**
+- Modify: `apps/frontend/src/app/routing/routeTree.tsx`
+- Modify: `apps/frontend/src/widgets/broker-account-layout/ui/BrokerAccountLayout.tsx`
+
+#### Шаг 5.1: Добавить роут
+
+В `apps/frontend/src/app/routing/routeTree.tsx`:
+
+```typescript
+import { BrokerAnalyticsPage } from '@/pages/broker-analytics'
+
+const brokerAnalyticsRoute = createRoute({
+  getParentRoute: () => brokerAccountRoot,
+  path: '/analytics',
+  component: BrokerAnalyticsPage,
+})
+
+// Добавить в brokerAccountRoot.addChildren([...])
+brokerAccountRoot.addChildren([
+  brokerAccountIndexRoute,
+  brokerSharesRoute,
+  brokerBondsRoute,
+  brokerOperationsRoute,
+  brokerEventsRoute,
+  brokerAnalyticsRoute, // <-- добавить
+])
+```
+
+#### Шаг 5.2: Добавить таб в навигацию
+
+В `apps/frontend/src/widgets/broker-account-layout/ui/BrokerAccountLayout.tsx`:
+
+```typescript
+const links = [
+  { to: '', label: 'Обзор' },
+  { to: '/shares', label: 'Акции' },
+  { to: '/bonds', label: 'Облигации' },
+  { to: '/operations', label: 'Операции' },
+  { to: '/events', label: 'События' },
+  { to: '/analytics', label: 'Аналитика' },
+]
+```
+
+#### Шаг 5.3: Проверить сборку
+
+```bash
+npm run build -w apps/frontend
+```
+
+#### Шаг 5.4: Закоммитить
+
+```bash
+git add apps/frontend/src/app/routing/routeTree.tsx
+git add apps/frontend/src/widgets/broker-account-layout/ui/BrokerAccountLayout.tsx
+git commit -m "feat(frontend): add analytics route and tab"
+```
+
+---
+
+### Task 6: Проверка линта и тестов
+
+#### Шаг 6.1: Запустить линт и сборку
+
+```bash
+npm run lint -w apps/backend && npm run build -w apps/backend
+npm run lint -w apps/frontend && npm run build -w apps/frontend
+```
+
+#### Шаг 6.2: Запустить тесты
+
+```bash
+npm test -w apps/backend -- --run
+npm test -w apps/frontend -- --run
+```
+
+#### Шаг 6.3: Если всё ок — закоммитить финальные правки и запушить
+
+```bash
+git add -A
+git commit -m "chore: fix lint and tests"
+```
diff --git a/docs/features/broker-account-analytics/tasks.md b/docs/features/broker-account-analytics/tasks.md
new file mode 100644
index 0000000..864f391
--- /dev/null
+++ b/docs/features/broker-account-analytics/tasks.md
@@ -0,0 +1,16 @@
+# Аналитика прибыльности брокерского счёта — Tasks
+
+## Backend
+
+- [ ] **T1** DTO `BrokerAnalyticsDto` + сервис `BrokerAnalyticsService` с агрегацией и кешем
+- [ ] **T2** Controller endpoint, module registration, cache key, config TTL
+
+## Frontend
+
+- [ ] **T3** Shared типы, entity API, хук `useBrokerAnalytics`
+- [ ] **T4** Страница `BrokerAnalyticsPage` с вёрсткой трёх блоков
+- [ ] **T5** Роут `/analytics` + таб в навигации
+
+## Проверка
+
+- [ ] **T6** Линт, сборка, тесты
-- 
2.47.2


From 5184d342629c10c5caa707132fffea381ee9c887 Mon Sep 17 00:00:00 2001
From: Sergey Krylov <ksv741@mail.ru>
Date: Wed, 24 Jun 2026 09:40:41 +0300
Subject: [PATCH 3/9] fix(backend): handle malformed payment JSON in analytics
 service

---
 .../modules/tbank/services/broker-analytics.service.ts   | 9 +++++++--
 1 file changed, 7 insertions(+), 2 deletions(-)

diff --git a/apps/backend/src/modules/tbank/services/broker-analytics.service.ts b/apps/backend/src/modules/tbank/services/broker-analytics.service.ts
index e129eb4..54c8ff5 100644
--- a/apps/backend/src/modules/tbank/services/broker-analytics.service.ts
+++ b/apps/backend/src/modules/tbank/services/broker-analytics.service.ts
@@ -77,8 +77,13 @@ export class BrokerAnalyticsService {
     let totalCoupons = 0;
 
     for (const op of operations) {
-      const payment = JSON.parse(op.payment!);
-      const value = payment.value ?? 0;
+      let value = 0;
+      try {
+        const payment = JSON.parse(op.payment!);
+        value = payment.value ?? 0;
+      } catch {
+        continue;
+      }
 
       if (DEPOSIT_TYPES.has(op.type)) {
         totalDeposits += value;
-- 
2.47.2


From 5cd56b239a940e39f1d289ffa1fe859c5483dcfb Mon Sep 17 00:00:00 2001
From: Sergey Krylov <ksv741@mail.ru>
Date: Wed, 24 Jun 2026 09:41:57 +0300
Subject: [PATCH 4/9] feat: wire up broker analytics endpoint, cache config,
 and module registration

- 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
---
 apps/backend/src/config/configuration.ts              |  1 +
 .../src/modules/tbank/dto/broker-envelope.dto.ts      |  9 +++++++++
 apps/backend/src/modules/tbank/tbank.config.ts        |  1 +
 .../src/modules/tbank/tbank.controller.spec.ts        |  8 +++++---
 apps/backend/src/modules/tbank/tbank.controller.ts    | 11 +++++++++++
 apps/backend/src/modules/tbank/tbank.module.ts        |  2 ++
 6 files changed, 29 insertions(+), 3 deletions(-)

diff --git a/apps/backend/src/config/configuration.ts b/apps/backend/src/config/configuration.ts
index d51e259..9eaf969 100644
--- a/apps/backend/src/config/configuration.ts
+++ b/apps/backend/src/config/configuration.ts
@@ -35,6 +35,7 @@ export default registerAs('app', () => ({
     tbankOperationsTtl: parseInt(process.env.CACHE_TBANK_OPERATIONS_TTL || '300', 10),
     tbankPositionsTtl: parseInt(process.env.CACHE_TBANK_POSITIONS_TTL || '60', 10),
     tbankInstrumentTtl: parseInt(process.env.CACHE_TBANK_INSTRUMENT_TTL || '86400', 10),
+    tbankAnalyticsTtl: parseInt(process.env.CACHE_TBANK_ANALYTICS_TTL || '300', 10),
   },
   auth: {
     jwtSecret: process.env.JWT_SECRET || 'dev-jwt-secret-change-in-production',
diff --git a/apps/backend/src/modules/tbank/dto/broker-envelope.dto.ts b/apps/backend/src/modules/tbank/dto/broker-envelope.dto.ts
index 8e8da50..50f047a 100644
--- a/apps/backend/src/modules/tbank/dto/broker-envelope.dto.ts
+++ b/apps/backend/src/modules/tbank/dto/broker-envelope.dto.ts
@@ -5,6 +5,7 @@ import { BrokerOperationSyncResponseDto } from './broker-operation-sync-query.dt
 import { BrokerOperationsPageResponseDto } from './broker-operation-response.dto';
 import { BrokerPositionsPageResponseDto } from './broker-positions-page-response.dto';
 import { BrokerPortfolioResponseDto } from './broker-portfolio-response.dto';
+import { BrokerAnalyticsDto } from './broker-analytics-response.dto';
 
 export class BrokerResponseMetaDto {
   @ApiProperty({ nullable: true })
@@ -54,6 +55,14 @@ export class BrokerOperationSyncEnvelopeDto {
   meta!: BrokerResponseMetaDto;
 }
 
+export class BrokerAnalyticsEnvelopeDto {
+  @ApiProperty({ type: BrokerAnalyticsDto })
+  data!: BrokerAnalyticsDto;
+
+  @ApiProperty({ type: BrokerResponseMetaDto })
+  meta!: BrokerResponseMetaDto;
+}
+
 export class BrokerEventsEnvelopeDto {
   @ApiProperty({ type: BrokerEventsDataDto })
   data!: BrokerEventsDataDto;
diff --git a/apps/backend/src/modules/tbank/tbank.config.ts b/apps/backend/src/modules/tbank/tbank.config.ts
index 902fa4f..944712f 100644
--- a/apps/backend/src/modules/tbank/tbank.config.ts
+++ b/apps/backend/src/modules/tbank/tbank.config.ts
@@ -20,4 +20,5 @@ export const TBANK_CACHE_KEYS = {
   operations: 'tbank:operations',
   instrument: 'tbank:instrument',
   events: 'tbank:events',
+  analytics: 'tbank:analytics',
 } as const;
diff --git a/apps/backend/src/modules/tbank/tbank.controller.spec.ts b/apps/backend/src/modules/tbank/tbank.controller.spec.ts
index c9cc156..8520b10 100644
--- a/apps/backend/src/modules/tbank/tbank.controller.spec.ts
+++ b/apps/backend/src/modules/tbank/tbank.controller.spec.ts
@@ -2,6 +2,7 @@ import { ROLES_KEY } from '../auth/decorators/roles.decorator';
 import { ApiResponse } from '../../common/dto/api-response.dto';
 import { TBankController } from './tbank.controller';
 import { BrokerAccountsService } from './services/broker-accounts.service';
+import { BrokerAnalyticsService } from './services/broker-analytics.service';
 import { BrokerEventsService } from './services/broker-events.service';
 import { BrokerOperationSyncService } from './services/broker-operation-sync.service';
 import { BrokerOperationsService } from './services/broker-operations.service';
@@ -9,6 +10,7 @@ import { BrokerPortfolioService } from './services/broker-portfolio.service';
 
 describe('TBankController', () => {
   const accounts = { findAll: vi.fn() } as unknown as BrokerAccountsService;
+  const analytics = { getAnalytics: vi.fn() } as unknown as BrokerAnalyticsService;
   const portfolio = { getPortfolio: vi.fn() } as unknown as BrokerPortfolioService;
   const events = { getEvents: vi.fn() } as unknown as BrokerEventsService;
   const operations = { getOperations: vi.fn() } as unknown as BrokerOperationsService;
@@ -37,7 +39,7 @@ describe('TBankController', () => {
       meta: { fromCache: true, cachedAt: '2026-06-17T00:00:00.000Z' },
     });
 
-    const controller = new TBankController(accounts, portfolio, events, operations, sync);
+    const controller = new TBankController(accounts, portfolio, events, operations, sync, analytics);
     const response = await controller.getAccounts();
 
     expect(response).toBeInstanceOf(ApiResponse);
@@ -48,7 +50,7 @@ describe('TBankController', () => {
   it('exposes a sync trigger for durable operation history', async () => {
     vi.mocked(sync.syncAccount).mockResolvedValueOnce({ upserted: 2 });
 
-    const controller = new TBankController(accounts, portfolio, events, operations, sync);
+    const controller = new TBankController(accounts, portfolio, events, operations, sync, analytics);
     const response = await controller.syncOperations('acc-1', {
       from: '2026-06-01T00:00:00.000Z',
       to: '2026-06-17T00:00:00.000Z',
@@ -84,7 +86,7 @@ describe('TBankController', () => {
       meta: { fromCache: false, cachedAt: '2026-06-22T00:00:00.000Z' },
     });
 
-    const controller = new TBankController(accounts, portfolio, events, operations, sync);
+    const controller = new TBankController(accounts, portfolio, events, operations, sync, analytics);
     const query = { from: '2026-06-22', to: '2026-07-29', types: 'dividend,coupon' };
     const response = await controller.getEvents('acc-1', query);
 
diff --git a/apps/backend/src/modules/tbank/tbank.controller.ts b/apps/backend/src/modules/tbank/tbank.controller.ts
index 6d52de7..95526a0 100644
--- a/apps/backend/src/modules/tbank/tbank.controller.ts
+++ b/apps/backend/src/modules/tbank/tbank.controller.ts
@@ -4,6 +4,7 @@ import { ApiResponse } from '../../common/dto/api-response.dto';
 import { Roles } from '../auth/decorators/roles.decorator';
 import {
   BrokerAccountsEnvelopeDto,
+  BrokerAnalyticsEnvelopeDto,
   BrokerEventsEnvelopeDto,
   BrokerOperationSyncEnvelopeDto,
   BrokerOperationsEnvelopeDto,
@@ -18,6 +19,7 @@ import { BrokerAccountsService } from './services/broker-accounts.service';
 import { BrokerEventsService } from './services/broker-events.service';
 import { BrokerOperationSyncService } from './services/broker-operation-sync.service';
 import { BrokerOperationsService } from './services/broker-operations.service';
+import { BrokerAnalyticsService } from './services/broker-analytics.service';
 import { BrokerPortfolioService } from './services/broker-portfolio.service';
 
 @ApiTags('Broker')
@@ -31,6 +33,7 @@ export class TBankController {
     private readonly brokerEventsService: BrokerEventsService,
     private readonly brokerOperationsService: BrokerOperationsService,
     private readonly brokerOperationSyncService: BrokerOperationSyncService,
+    private readonly brokerAnalyticsService: BrokerAnalyticsService,
   ) {}
 
   @Get('accounts')
@@ -84,6 +87,14 @@ export class TBankController {
     return new ApiResponse(result.data, result.meta.fromCache, result.meta.cachedAt);
   }
 
+  @Get('accounts/:accountId/analytics')
+  @ApiOperation({ summary: 'Get broker account profitability analytics' })
+  @ApiOkResponse({ type: BrokerAnalyticsEnvelopeDto })
+  async getAnalytics(@Param('accountId') accountId: string) {
+    const result = await this.brokerAnalyticsService.getAnalytics(accountId);
+    return new ApiResponse(result.data, result.meta.fromCache, result.meta.cachedAt);
+  }
+
   @Post('accounts/:accountId/operations/sync')
   @ApiOperation({ summary: 'Synchronize T-Bank broker account operations into local history' })
   @ApiOkResponse({ type: BrokerOperationSyncEnvelopeDto })
diff --git a/apps/backend/src/modules/tbank/tbank.module.ts b/apps/backend/src/modules/tbank/tbank.module.ts
index 92dd7f7..918bfe2 100644
--- a/apps/backend/src/modules/tbank/tbank.module.ts
+++ b/apps/backend/src/modules/tbank/tbank.module.ts
@@ -2,6 +2,7 @@ import { Module } from '@nestjs/common';
 import { MoexClientModule } from '../moex-client/moex-client.module';
 import { TBankController } from './tbank.controller';
 import { BrokerAccountsService } from './services/broker-accounts.service';
+import { BrokerAnalyticsService } from './services/broker-analytics.service';
 import { BrokerInstrumentsService } from './services/broker-instruments.service';
 import { BrokerEventsService } from './services/broker-events.service';
 import { BrokerOperationSyncService } from './services/broker-operation-sync.service';
@@ -20,6 +21,7 @@ import { TBankClientService } from './services/tbank-client.service';
     BrokerEventsService,
     BrokerOperationsService,
     BrokerOperationSyncService,
+    BrokerAnalyticsService,
   ],
   exports: [
     TBankClientService,
-- 
2.47.2


From abf3676ba15da3aa6aba9d6007702699af285d5e Mon Sep 17 00:00:00 2001
From: Sergey Krylov <ksv741@mail.ru>
Date: Wed, 24 Jun 2026 09:42:35 +0300
Subject: [PATCH 5/9] fix(backend): export BrokerAnalyticsService from
 TBankModule

---
 apps/backend/src/modules/tbank/tbank.module.ts | 1 +
 1 file changed, 1 insertion(+)

diff --git a/apps/backend/src/modules/tbank/tbank.module.ts b/apps/backend/src/modules/tbank/tbank.module.ts
index 918bfe2..f30e320 100644
--- a/apps/backend/src/modules/tbank/tbank.module.ts
+++ b/apps/backend/src/modules/tbank/tbank.module.ts
@@ -26,6 +26,7 @@ import { TBankClientService } from './services/tbank-client.service';
   exports: [
     TBankClientService,
     BrokerAccountsService,
+    BrokerAnalyticsService,
     BrokerInstrumentsService,
     BrokerPortfolioService,
     BrokerEventsService,
-- 
2.47.2


From 3f0fb42d99f7f12021e4897adfd3a57cde6de89c Mon Sep 17 00:00:00 2001
From: Sergey Krylov <ksv741@mail.ru>
Date: Wed, 24 Jun 2026 09:44:35 +0300
Subject: [PATCH 6/9] feat: add BrokerAnalyticsDto type, API function, and hook

---
 .../broker-analytics/api/brokerAnalyticsApi.ts     | 10 ++++++++++
 .../src/entities/broker-analytics/index.ts         |  2 ++
 .../broker-analytics/model/useBrokerAnalytics.ts   | 14 ++++++++++++++
 apps/frontend/src/shared/api/index.ts              |  3 +++
 apps/frontend/src/shared/api/types.ts              | 10 ++++++++++
 5 files changed, 39 insertions(+)
 create mode 100644 apps/frontend/src/entities/broker-analytics/api/brokerAnalyticsApi.ts
 create mode 100644 apps/frontend/src/entities/broker-analytics/index.ts
 create mode 100644 apps/frontend/src/entities/broker-analytics/model/useBrokerAnalytics.ts

diff --git a/apps/frontend/src/entities/broker-analytics/api/brokerAnalyticsApi.ts b/apps/frontend/src/entities/broker-analytics/api/brokerAnalyticsApi.ts
new file mode 100644
index 0000000..aeaa747
--- /dev/null
+++ b/apps/frontend/src/entities/broker-analytics/api/brokerAnalyticsApi.ts
@@ -0,0 +1,10 @@
+import type { ApiResponseMeta, BrokerAnalytics } from '@/shared/api'
+import { request } from '@/shared/api/kyClient'
+
+export function getBrokerAnalytics(
+  accountId: string,
+): Promise<{ data: BrokerAnalytics; meta: ApiResponseMeta }> {
+  return request<BrokerAnalytics>(
+    `/api/v1/broker/accounts/${encodeURIComponent(accountId)}/analytics`,
+  )
+}
diff --git a/apps/frontend/src/entities/broker-analytics/index.ts b/apps/frontend/src/entities/broker-analytics/index.ts
new file mode 100644
index 0000000..1869154
--- /dev/null
+++ b/apps/frontend/src/entities/broker-analytics/index.ts
@@ -0,0 +1,2 @@
+export { getBrokerAnalytics } from './api/brokerAnalyticsApi'
+export { useBrokerAnalytics } from './model/useBrokerAnalytics'
diff --git a/apps/frontend/src/entities/broker-analytics/model/useBrokerAnalytics.ts b/apps/frontend/src/entities/broker-analytics/model/useBrokerAnalytics.ts
new file mode 100644
index 0000000..d499448
--- /dev/null
+++ b/apps/frontend/src/entities/broker-analytics/model/useBrokerAnalytics.ts
@@ -0,0 +1,14 @@
+import { useQuery } from '@tanstack/react-query'
+import type { BrokerAnalytics } from '@/shared/api'
+import { getBrokerAnalytics } from '../api/brokerAnalyticsApi'
+
+export function useBrokerAnalytics(accountId: string | undefined) {
+  return useQuery<BrokerAnalytics>({
+    queryKey: ['broker', 'analytics', accountId],
+    enabled: Boolean(accountId),
+    queryFn: async () => (await getBrokerAnalytics(accountId!)).data,
+    staleTime: 300_000,
+    retry: 2,
+    refetchOnWindowFocus: false,
+  })
+}
diff --git a/apps/frontend/src/shared/api/index.ts b/apps/frontend/src/shared/api/index.ts
index 566da60..f7a43d2 100644
--- a/apps/frontend/src/shared/api/index.ts
+++ b/apps/frontend/src/shared/api/index.ts
@@ -60,3 +60,6 @@ export type BrokerOperationCategory =
 export type BrokerEventItem = components['schemas']['BrokerEventItemDto']
 export type BrokerEventsData = components['schemas']['BrokerEventsDataDto']
 export type BrokerEventsSummary = components['schemas']['BrokerEventsSummaryDto']
+
+// Broker analytics
+export type BrokerAnalytics = components['schemas']['BrokerAnalyticsDto']
diff --git a/apps/frontend/src/shared/api/types.ts b/apps/frontend/src/shared/api/types.ts
index 33b54c3..0f22223 100644
--- a/apps/frontend/src/shared/api/types.ts
+++ b/apps/frontend/src/shared/api/types.ts
@@ -1193,6 +1193,16 @@ export interface components {
       actualCouponsTotal: number
       actualPrincipalRepaymentTotal: number
     }
+    BrokerAnalyticsDto: {
+      totalDeposits: number
+      totalWithdrawn: number
+      netInvested: number
+      totalDividends: number
+      totalCoupons: number
+      totalReceived: number
+      totalReturnPercent: number | null
+      currency: string
+    }
     BrokerEventsDataDto: {
       items: components['schemas']['BrokerEventItemDto'][]
       summary: components['schemas']['BrokerEventsSummaryDto']
-- 
2.47.2


From a1e68fb13a161b1cf4e26d5647295e4f94872fac Mon Sep 17 00:00:00 2001
From: Sergey Krylov <ksv741@mail.ru>
Date: Wed, 24 Jun 2026 09:45:59 +0300
Subject: [PATCH 7/9] feat: add BrokerAnalyticsPage component with
 loading/error/empty states

---
 .../src/pages/broker-analytics/index.ts       |   1 +
 .../ui/BrokerAnalyticsPage.tsx                | 162 ++++++++++++++++++
 2 files changed, 163 insertions(+)
 create mode 100644 apps/frontend/src/pages/broker-analytics/index.ts
 create mode 100644 apps/frontend/src/pages/broker-analytics/ui/BrokerAnalyticsPage.tsx

diff --git a/apps/frontend/src/pages/broker-analytics/index.ts b/apps/frontend/src/pages/broker-analytics/index.ts
new file mode 100644
index 0000000..0872b61
--- /dev/null
+++ b/apps/frontend/src/pages/broker-analytics/index.ts
@@ -0,0 +1 @@
+export { BrokerAnalyticsPage } from './ui/BrokerAnalyticsPage'
diff --git a/apps/frontend/src/pages/broker-analytics/ui/BrokerAnalyticsPage.tsx b/apps/frontend/src/pages/broker-analytics/ui/BrokerAnalyticsPage.tsx
new file mode 100644
index 0000000..0350ef3
--- /dev/null
+++ b/apps/frontend/src/pages/broker-analytics/ui/BrokerAnalyticsPage.tsx
@@ -0,0 +1,162 @@
+import { useBrokerAnalytics } from '@/entities/broker-analytics'
+import { useBrokerAccountContext } from '@/widgets/broker-account-layout'
+
+function formatAmount(value: number, currency: string): string {
+  return `${value.toLocaleString('ru-RU', { minimumFractionDigits: 2, maximumFractionDigits: 2 })} ${currency}`
+}
+
+export function BrokerAnalyticsPage() {
+  const { accountId } = useBrokerAccountContext()
+  const { data, isLoading, isError } = useBrokerAnalytics(accountId)
+
+  if (isLoading) {
+    return (
+      <section>
+        <div style={{ padding: '24px', color: 'var(--color-text-secondary)' }}>Загрузка...</div>
+      </section>
+    )
+  }
+
+  if (isError) {
+    return (
+      <section>
+        <div style={{ padding: '24px', color: 'var(--color-text-negative)' }}>
+          Не удалось загрузить аналитику
+        </div>
+      </section>
+    )
+  }
+
+  if (!data || (data.totalDeposits === 0 && data.totalReceived === 0)) {
+    return (
+      <section>
+        <div style={{ padding: '24px', color: 'var(--color-text-secondary)' }}>
+          Нет данных для аналитики
+        </div>
+      </section>
+    )
+  }
+
+  return (
+    <section>
+      <div
+        style={{
+          display: 'grid',
+          gridTemplateColumns: '1fr 1fr',
+          gap: '16px',
+          marginBottom: '24px',
+        }}
+      >
+        {/* Вложено */}
+        <div
+          style={{
+            background: 'var(--color-surface-card)',
+            borderRadius: '12px',
+            padding: '20px',
+          }}
+        >
+          <h3 style={{ margin: '0 0 16px', fontSize: '16px', fontWeight: 600 }}>Вложено</h3>
+          <div style={{ display: 'flex', flexDirection: 'column', gap: '8px' }}>
+            <Row label="Пополнения" value={formatAmount(data.totalDeposits, data.currency)} />
+            <Row
+              label="Выводы"
+              value={`−${formatAmount(data.totalWithdrawn, data.currency)}`}
+              negative
+            />
+            <Divider />
+            <Row label="Нетто" value={formatAmount(data.netInvested, data.currency)} bold />
+          </div>
+        </div>
+
+        {/* Получено */}
+        <div
+          style={{
+            background: 'var(--color-surface-card)',
+            borderRadius: '12px',
+            padding: '20px',
+          }}
+        >
+          <h3 style={{ margin: '0 0 16px', fontSize: '16px', fontWeight: 600 }}>Получено</h3>
+          <div style={{ display: 'flex', flexDirection: 'column', gap: '8px' }}>
+            <Row label="Дивиденды" value={formatAmount(data.totalDividends, data.currency)} />
+            <Row label="Купоны" value={formatAmount(data.totalCoupons, data.currency)} />
+            <Divider />
+            <Row label="Итого" value={formatAmount(data.totalReceived, data.currency)} bold />
+          </div>
+        </div>
+      </div>
+
+      {/* Сводка */}
+      <div
+        style={{
+          background: 'var(--color-surface-card)',
+          borderRadius: '12px',
+          padding: '20px',
+        }}
+      >
+        <h3 style={{ margin: '0 0 16px', fontSize: '16px', fontWeight: 600 }}>Сводка</h3>
+        <div style={{ display: 'flex', gap: '48px' }}>
+          <SummaryItem
+            label="Вложено нетто"
+            value={formatAmount(data.netInvested, data.currency)}
+          />
+          <SummaryItem label="Получено" value={formatAmount(data.totalReceived, data.currency)} />
+          {data.totalReturnPercent !== null && (
+            <SummaryItem label="Доходность" value={`${data.totalReturnPercent.toFixed(2)}%`} />
+          )}
+        </div>
+      </div>
+    </section>
+  )
+}
+
+function Row({
+  label,
+  value,
+  bold,
+  negative,
+}: {
+  label: string
+  value: string
+  bold?: boolean
+  negative?: boolean
+}) {
+  const color = negative ? 'var(--color-text-negative, #ef4444)' : 'var(--color-text-primary)'
+  return (
+    <div style={{ display: 'flex', justifyContent: 'space-between', alignItems: 'center' }}>
+      <span style={{ color: 'var(--color-text-secondary)', fontSize: '14px' }}>{label}</span>
+      <span style={{ fontWeight: bold ? 600 : 400, color, fontSize: '15px' }}>{value}</span>
+    </div>
+  )
+}
+
+function Divider() {
+  return (
+    <div
+      style={{
+        height: '1px',
+        background: 'var(--color-border)',
+        margin: '4px 0',
+      }}
+    />
+  )
+}
+
+function SummaryItem({ label, value }: { label: string; value: string }) {
+  return (
+    <div>
+      <div style={{ color: 'var(--color-text-secondary)', fontSize: '13px', marginBottom: '4px' }}>
+        {label}
+      </div>
+      <div
+        style={{
+          fontSize: '20px',
+          fontWeight: 600,
+          color: 'var(--color-text-primary)',
+        }}
+      >
+        {value}
+      </div>
+    </div>
+  )
+}
-- 
2.47.2


From ef4bc48e50420993a28f598e2b430b39dbdc9466 Mon Sep 17 00:00:00 2001
From: Sergey Krylov <ksv741@mail.ru>
Date: Wed, 24 Jun 2026 09:46:38 +0300
Subject: [PATCH 8/9] feat: add analytics route and tab navigation for broker
 account

---
 apps/frontend/src/app/routing/routeTree.tsx               | 8 ++++++++
 .../broker-account-layout/ui/BrokerAccountLayout.tsx      | 1 +
 2 files changed, 9 insertions(+)

diff --git a/apps/frontend/src/app/routing/routeTree.tsx b/apps/frontend/src/app/routing/routeTree.tsx
index 80f0e9d..e284c9d 100644
--- a/apps/frontend/src/app/routing/routeTree.tsx
+++ b/apps/frontend/src/app/routing/routeTree.tsx
@@ -9,6 +9,7 @@ import { useSessionStore } from '@/entities/session'
 import { BondPage } from '@/pages/bond'
 import { BrokerAccountOverviewPage } from '@/pages/broker-account'
 import { BrokerAccountsPage } from '@/pages/broker-accounts'
+import { BrokerAnalyticsPage } from '@/pages/broker-analytics'
 import { BrokerEventsPage } from '@/pages/broker-events'
 import { BrokerOperationsPage } from '@/pages/broker-operations'
 import { BrokerPositionsPage } from '@/pages/broker-positions'
@@ -137,6 +138,12 @@ const brokerEventsRoute = createRoute({
   component: BrokerEventsPage,
 })
 
+const brokerAnalyticsRoute = createRoute({
+  getParentRoute: () => brokerAccountRoot,
+  path: '/analytics',
+  component: BrokerAnalyticsPage,
+})
+
 const routeTree = rootRoute.addChildren([
   indexRoute,
   stockRoute,
@@ -154,6 +161,7 @@ const routeTree = rootRoute.addChildren([
     brokerBondsRoute,
     brokerOperationsRoute,
     brokerEventsRoute,
+    brokerAnalyticsRoute,
   ]),
 ])
 
diff --git a/apps/frontend/src/widgets/broker-account-layout/ui/BrokerAccountLayout.tsx b/apps/frontend/src/widgets/broker-account-layout/ui/BrokerAccountLayout.tsx
index d524645..e029550 100644
--- a/apps/frontend/src/widgets/broker-account-layout/ui/BrokerAccountLayout.tsx
+++ b/apps/frontend/src/widgets/broker-account-layout/ui/BrokerAccountLayout.tsx
@@ -24,6 +24,7 @@ const links = [
   { to: '/bonds', label: 'Облигации' },
   { to: '/operations', label: 'Операции' },
   { to: '/events', label: 'События' },
+  { to: '/analytics', label: 'Аналитика' },
 ]
 
 export interface BrokerAccountContextValue {
-- 
2.47.2


From 3dfcf5aaa86654893385bd6ae160b3815c98e3ab Mon Sep 17 00:00:00 2001
From: Sergey Krylov <ksv741@mail.ru>
Date: Wed, 24 Jun 2026 11:29:09 +0300
Subject: [PATCH 9/9] feat: complete broker account analytics with sync button,
 tests, and state filter
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

- 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
---
 .../services/broker-analytics.service.spec.ts | 232 ++++++++++++++++++
 .../services/broker-analytics.service.ts      |   4 +
 .../modules/tbank/tbank.controller.spec.ts    |  25 ++
 .../api/brokerOperationApi.ts                 |  17 +-
 .../src/entities/broker-operation/index.ts    |   1 +
 .../model/useSyncBrokerOperations.ts          |  17 ++
 .../ui/BrokerOperationsPage.tsx               |  39 ++-
 apps/frontend/src/shared/api/index.ts         |   3 +
 apps/frontend/src/shared/api/types.ts         |  56 ++++-
 .../broker-account-analytics/tasks.md         |  12 +-
 10 files changed, 388 insertions(+), 18 deletions(-)
 create mode 100644 apps/backend/src/modules/tbank/services/broker-analytics.service.spec.ts
 create mode 100644 apps/frontend/src/entities/broker-operation/model/useSyncBrokerOperations.ts

diff --git a/apps/backend/src/modules/tbank/services/broker-analytics.service.spec.ts b/apps/backend/src/modules/tbank/services/broker-analytics.service.spec.ts
new file mode 100644
index 0000000..4e3b9d7
--- /dev/null
+++ b/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');
+  });
+});
diff --git a/apps/backend/src/modules/tbank/services/broker-analytics.service.ts b/apps/backend/src/modules/tbank/services/broker-analytics.service.ts
index 54c8ff5..4380b81 100644
--- a/apps/backend/src/modules/tbank/services/broker-analytics.service.ts
+++ b/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 },
     });
diff --git a/apps/backend/src/modules/tbank/tbank.controller.spec.ts b/apps/backend/src/modules/tbank/tbank.controller.spec.ts
index 8520b10..8bebdc9 100644
--- a/apps/backend/src/modules/tbank/tbank.controller.spec.ts
+++ b/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: [],
diff --git a/apps/frontend/src/entities/broker-operation/api/brokerOperationApi.ts b/apps/frontend/src/entities/broker-operation/api/brokerOperationApi.ts
index e5d5b2f..2db1252 100644
--- a/apps/frontend/src/entities/broker-operation/api/brokerOperationApi.ts
+++ b/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 = {},
diff --git a/apps/frontend/src/entities/broker-operation/index.ts b/apps/frontend/src/entities/broker-operation/index.ts
index 90c1f15..ad585c4 100644
--- a/apps/frontend/src/entities/broker-operation/index.ts
+++ b/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'
diff --git a/apps/frontend/src/entities/broker-operation/model/useSyncBrokerOperations.ts b/apps/frontend/src/entities/broker-operation/model/useSyncBrokerOperations.ts
new file mode 100644
index 0000000..de04e64
--- /dev/null
+++ b/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] })
+    },
+  })
+}
diff --git a/apps/frontend/src/pages/broker-operations/ui/BrokerOperationsPage.tsx b/apps/frontend/src/pages/broker-operations/ui/BrokerOperationsPage.tsx
index 0d6e038..52162b6 100644
--- a/apps/frontend/src/pages/broker-operations/ui/BrokerOperationsPage.tsx
+++ b/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">
-          Операции
-        </Heading>
+        <Box sx={{ display: 'flex', alignItems: 'end', gap: 2 }}>
+          <Heading level={2} id="broker-operations-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>
   )
diff --git a/apps/frontend/src/shared/api/index.ts b/apps/frontend/src/shared/api/index.ts
index f7a43d2..7d21f41 100644
--- a/apps/frontend/src/shared/api/index.ts
+++ b/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']
diff --git a/apps/frontend/src/shared/api/types.ts b/apps/frontend/src/shared/api/types.ts
index 0f22223..76b48a8 100644
--- a/apps/frontend/src/shared/api/types.ts
+++ b/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: {
-      items: components['schemas']['BrokerEventItemDto'][]
-      summary: components['schemas']['BrokerEventsSummaryDto']
-      asOf: string
-    }
-    BrokerEventsEnvelopeDto: {
-      data: components['schemas']['BrokerEventsDataDto']
+    BrokerAnalyticsEnvelopeDto: {
+      data: components['schemas']['BrokerAnalyticsDto']
       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: {
diff --git a/docs/features/broker-account-analytics/tasks.md b/docs/features/broker-account-analytics/tasks.md
index 864f391..8361d07 100644
--- a/docs/features/broker-account-analytics/tasks.md
+++ b/docs/features/broker-account-analytics/tasks.md
@@ -2,15 +2,15 @@
 
 ## Backend
 
-- [ ] **T1** DTO `BrokerAnalyticsDto` + сервис `BrokerAnalyticsService` с агрегацией и кешем
-- [ ] **T2** Controller endpoint, module registration, cache key, config TTL
+- [x] **T1** DTO `BrokerAnalyticsDto` + сервис `BrokerAnalyticsService` с агрегацией и кешем
+- [x] **T2** Controller endpoint, module registration, cache key, config TTL
 
 ## Frontend
 
-- [ ] **T3** Shared типы, entity API, хук `useBrokerAnalytics`
-- [ ] **T4** Страница `BrokerAnalyticsPage` с вёрсткой трёх блоков
-- [ ] **T5** Роут `/analytics` + таб в навигации
+- [x] **T3** Shared типы, entity API, хук `useBrokerAnalytics`
+- [x] **T4** Страница `BrokerAnalyticsPage` с вёрсткой трёх блоков
+- [x] **T5** Роут `/analytics` + таб в навигации
 
 ## Проверка
 
-- [ ] **T6** Линт, сборка, тесты
+- [x] **T6** Линт, сборка, тесты
-- 
2.47.2