feat: add portfolio valuation history

backend/src/app.ts

@@ -21,6 +21,7 @@ import categoryRulesRouter from './routes/categoryRules';
 import analyticsRouter from './routes/analytics';
 import portfolioRouter from './routes/portfolio';
 import portfolioOverviewRouter from './routes/portfolioOverview';
+import portfolioHistoryRouter from './routes/portfolioHistory';
 
 const app = express();
 app.set('trust proxy', 1);
@@ -47,6 +48,7 @@ app.use('/api/category-rules', categoryRulesRouter);
 app.use('/api/analytics', analyticsRouter);
 app.use('/api/import/portfolio', portfolioRouter);
 app.use('/api/portfolio', portfolioOverviewRouter);
+app.use('/api/portfolio/history', portfolioHistoryRouter);
 
 app.use(
   (

backend/src/routes/portfolioHistory.ts

@@ -0,0 +1,14 @@
+import { Router } from 'express';
+import { asyncHandler } from '../utils';
+import { getPortfolioHistory } from '../services/portfolio';
+
+const router = Router();
+
+router.get(
+  '/',
+  asyncHandler(async (_req, res) => {
+    res.json(await getPortfolioHistory());
+  }),
+);
+
+export default router;

backend/src/services/portfolio.ts

@@ -2,7 +2,7 @@ import crypto from 'crypto';
 import type { PoolClient } from 'pg';
 import { pool } from '../db/pool';
 import { maskAccountNumber } from '../utils';
-import type { ImportPortfolioResponse, PortfolioFile, PortfolioOverviewResponse, PortfolioTrade } from '@family-budget/shared';
+import type { ImportPortfolioResponse, PortfolioFile, PortfolioHistoryResponse, PortfolioOverviewResponse, PortfolioTrade } from '@family-budget/shared';
 
 const UUID_RE = /^[0-9a-f]{8}-[0-9a-f]{4}-[1-5][0-9a-f]{3}-[89ab][0-9a-f]{3}-[0-9a-f]{12}$/i;
 
@@ -20,6 +20,15 @@ type PortfolioOverviewRow = {
   valuation: string | number | null;
 };
 
+type PortfolioHistoryRow = {
+  account_id: number | string;
+  alias: string | null;
+  bank: string;
+  account_number: string;
+  report_period_to: string;
+  total_valuation: string | number | null;
+};
+
 function decimalValue(value: unknown, field: string, required = false): string | null {
   if (value == null || value === '') {
     if (required) throw new Error(`${field} is required`);
@@ -168,3 +177,38 @@ export async function getPortfolioOverview(): Promise<PortfolioOverviewResponse>
   );
   return toPortfolioOverview(rows);
 }
+
+export function toPortfolioHistory(rows: PortfolioHistoryRow[]): PortfolioHistoryResponse {
+  const accounts = new Map<number, PortfolioHistoryResponse['accounts'][number]>();
+  for (const row of rows) {
+    const accountId = Number(row.account_id);
+    let account = accounts.get(accountId);
+    if (!account) {
+      account = {
+        accountId,
+        accountName: row.alias || `${row.bank} · ${maskAccountNumber(row.account_number)}`,
+        points: [],
+      };
+      accounts.set(accountId, account);
+    }
+    account.points.push({
+      reportPeriodTo: row.report_period_to,
+      totalValuation: row.total_valuation === null ? null : String(row.total_valuation),
+    });
+  }
+  return { accounts: [...accounts.values()] };
+}
+
+export async function getPortfolioHistory(): Promise<PortfolioHistoryResponse> {
+  const { rows } = await pool.query<PortfolioHistoryRow>(
+    `SELECT a.id AS account_id, a.alias, a.bank, a.account_number,
+            r.report_period_to, SUM(p.valuation) AS total_valuation
+     FROM accounts a
+     JOIN portfolio_reports r ON r.account_id = a.id
+     LEFT JOIN portfolio_positions p ON p.report_id = r.id
+     WHERE a.account_type IN ('brokerage', 'iis')
+     GROUP BY a.id, a.alias, a.bank, a.account_number, r.id, r.report_period_to, r.reported_at, r.imported_at
+     ORDER BY a.id, r.report_period_to, r.reported_at, r.imported_at, r.id`,
+  );
+  return toPortfolioHistory(rows);
+}

backend/src/services/portfolioOverview.test.ts

@@ -1,5 +1,5 @@
 import assert from 'node:assert/strict';
-import { toPortfolioOverview } from './portfolio';
+import { toPortfolioHistory, toPortfolioOverview } from './portfolio';
 
 const result = toPortfolioOverview([
   { account_id: '1', alias: 'ИИС', bank: 'ВТБ', account_number: '123456', report_period_to: '2026-08-26', total_valuation: '150.50', instrument: 'Облигация', isin: 'RU0000000001', quantity: '1', price: '100', valuation: '100' },
@@ -10,3 +10,10 @@ assert.equal(result.accounts[0].accountName, 'ИИС');
 assert.equal(result.accounts[0].totalValuation, '150.50');
 assert.equal(result.accounts[0].positions.length, 2);
 console.log('portfolio overview: OK');
+
+const history = toPortfolioHistory([
+  { account_id: '1', alias: 'ИИС', bank: 'ВТБ', account_number: '123456', report_period_to: '2026-08-20', total_valuation: '100' },
+  { account_id: '1', alias: 'ИИС', bank: 'ВТБ', account_number: '123456', report_period_to: '2026-08-26', total_valuation: '150.50' },
+]);
+assert.deepEqual(history.accounts[0].points.map((point) => point.totalValuation), ['100', '150.50']);
+console.log('portfolio history: OK');