docs: add broker portfolio import changelog

Reviewed-on: #44

CHANGELOG.md

@@ -1,5 +1,41 @@
 # Changelog
 
+## [Frontend 0.11.3] - 2026-08-26
+
+### Added
+
+- Import broker portfolio JSON files and show their trade and position results.
+
+## [Frontend 0.11.2 / Backend 0.10.5 / Shared 0.5.1] - 2026-08-26
+
+### Added
+
+- Show cashback separately in the cash-flow summary alongside interest income.
+
+## [Backend 0.10.3] - 2026-08-24
+
+### Fixed
+
+- Treat VTB savings-account deposits and closures as internal transfers when importing PDF-to-JSON statements.
+
+## [Backend 0.10.2] - 2026-08-24
+
+### Fixed
+
+- Analytics endpoints now reject invalid account and category filter IDs with a validation error.
+
+## [Frontend 0.11.1] - 2026-08-21
+
+### Fixed
+
+- Preserve the explicit «Без категории» analytics filter value when requesting data.
+
+## [Frontend 0.11.0 / Backend 0.10.1 / Shared 0.5.0] - 2026-08-21
+
+### Fixed
+
+- Corrected analytics period boundaries for partial week/month ranges and added a usable «Без категории» filter with SQL coverage.
+
 ## [Backend 0.9.2] - 2026-08-20
 
 ### Added

backend/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@family-budget/backend",
-  "version": "0.9.2",
+  "version": "0.10.5",
   "private": true,
   "scripts": {
     "dev": "tsx watch src/app.ts",
@@ -9,11 +9,13 @@
     "migrate": "tsx src/db/migrate.ts",
     "migrate:prod": "node dist/db/migrate.js",
     "test:analytics": "tsx src/services/analyticsSemantics.test.ts",
+    "test:analytics:query": "tsx src/routes/analytics.test.ts",
     "test:portfolio": "tsx src/services/portfolio.test.ts",
     "test:portfolio:db": "NODE_ENV=test tsx src/services/portfolio.integration.test.ts",
     "test:transactions": "tsx src/services/transactions.test.ts",
     "test:analytics:db": "NODE_ENV=test tsx src/services/analytics.integration.test.ts",
     "test:import:db": "NODE_ENV=test tsx src/services/import.integration.test.ts",
+    "test:import:direction": "tsx src/services/import.test.ts",
     "test:llm": "tsx src/scripts/testLlm.ts"
   },
   "dependencies": {

backend/src/routes/analytics.test.ts

@@ -0,0 +1,12 @@
+import assert from 'node:assert/strict';
+import { parseOptionalId } from './analytics';
+
+assert.equal(parseOptionalId(undefined, 0), undefined);
+assert.equal(parseOptionalId('0', 0), 0);
+assert.equal(parseOptionalId('1', 1), 1);
+assert.equal(parseOptionalId('0', 1), null);
+assert.equal(parseOptionalId('abc', 0), null);
+assert.equal(parseOptionalId('1.5', 0), null);
+assert.equal(parseOptionalId(['1'], 0), null);
+
+console.log('analytics query validation: OK');

backend/src/routes/analytics.ts

@@ -5,10 +5,34 @@ import type { Granularity } from '@family-budget/shared';
 
 const router = Router();
 
+export function parseOptionalId(value: unknown, minimum: number): number | null | undefined {
+  if (value === undefined) return undefined;
+  if (typeof value !== 'string' || !/^\d+$/.test(value)) return null;
+
+  const id = Number(value);
+  return Number.isSafeInteger(id) && id >= minimum ? id : null;
+}
+
+router.use((req, res, next) => {
+  const accountId = parseOptionalId(req.query.accountId, 1);
+  if (accountId === null) {
+    res.status(400).json({ error: 'BAD_REQUEST', message: 'accountId must be a positive integer' });
+    return;
+  }
+
+  const categoryId = parseOptionalId(req.query.categoryId, 0);
+  if (categoryId === null) {
+    res.status(400).json({ error: 'BAD_REQUEST', message: 'categoryId must be a non-negative integer' });
+    return;
+  }
+
+  next();
+});
+
 router.get(
   '/summary',
   asyncHandler(async (req, res) => {
-    const { from, to, accountId, onlyConfirmed } = req.query;
+    const { from, to, accountId, categoryId, onlyConfirmed } = req.query;
     if (!from || !to) {
       res.status(400).json({ error: 'BAD_REQUEST', message: 'from and to are required' });
       return;
@@ -18,6 +42,7 @@ router.get(
       from: from as string,
       to: to as string,
       accountId: accountId ? Number(accountId) : undefined,
+      categoryId: categoryId !== undefined ? Number(categoryId) : undefined,
       onlyConfirmed: onlyConfirmed === 'true',
     });
     res.json(result);
@@ -27,7 +52,7 @@ router.get(
 router.get(
   '/by-category',
   asyncHandler(async (req, res) => {
-    const { from, to, accountId, onlyConfirmed } = req.query;
+    const { from, to, accountId, categoryId, onlyConfirmed } = req.query;
     if (!from || !to) {
       res.status(400).json({ error: 'BAD_REQUEST', message: 'from and to are required' });
       return;
@@ -37,6 +62,7 @@ router.get(
       from: from as string,
       to: to as string,
       accountId: accountId ? Number(accountId) : undefined,
+      categoryId: categoryId !== undefined ? Number(categoryId) : undefined,
       onlyConfirmed: onlyConfirmed === 'true',
     });
     res.json(result);
@@ -62,7 +88,7 @@ router.get(
       from: from as string,
       to: to as string,
       accountId: accountId ? Number(accountId) : undefined,
-      categoryId: categoryId ? Number(categoryId) : undefined,
+      categoryId: categoryId !== undefined ? Number(categoryId) : undefined,
       onlyConfirmed: onlyConfirmed === 'true',
       granularity: granularity as Granularity,
     });

backend/src/services/analytics.integration.test.ts

@@ -26,17 +26,39 @@ async function testQueries(): Promise<void> {
       "INSERT INTO transactions (account_id, operation_at, amount_signed, commission, description, direction, fingerprint, category_id, is_category_confirmed) VALUES ($1, '2026-07-06T12:00:00+03:00', 1_500, 0, 'Начисление процентов', 'transfer', 'analytics-test-interest', $2, TRUE)",
       [accountId, categoryId.transfer],
     );
+    await client.query(
+      "INSERT INTO transactions (account_id, operation_at, amount_signed, commission, description, direction, fingerprint, category_id, is_category_confirmed) VALUES ($1, '2026-07-06T12:00:00+03:00', 0, 200, 'Зачисление кэшбека', 'income', 'analytics-test-cashback', $2, TRUE)",
+      [accountId, categoryId.income],
+    );
     await insert(otherAccountId, '2026-07-01T12:00:00+03:00', -99_000, categoryId.expense, 'analytics-test-6');
     await insert(accountId, '2026-08-01T12:00:00+03:00', -7_000, categoryId.expense, 'analytics-test-7');
+    await client.query(
+      "INSERT INTO transactions (account_id, operation_at, amount_signed, commission, description, direction, fingerprint, category_id, is_category_confirmed) VALUES ($1, '2026-07-07T12:00:00+03:00', -2_500, 0, 'uncategorized', 'expense', 'analytics-test-uncategorized', NULL, FALSE)",
+      [accountId],
+    );
 
     const params = { from: '2026-07-01', to: '2026-07-31', accountId, onlyConfirmed: true };
     const summary = await getSummary(params, client);
-    assert.deepEqual({ expense: summary.totalExpense, income: summary.totalIncome, net: summary.net, transferOut: summary.transferOutflow, interest: summary.interestIncome }, { expense: 6_000, income: 15_000, net: 9_000, transferOut: 3_000, interest: 1_500 });
+    assert.deepEqual({ expense: summary.totalExpense, income: summary.totalIncome, net: summary.net, transferOut: summary.transferOutflow, interest: summary.interestIncome, cashback: summary.cashbackIncome }, { expense: 6_000, income: 15_200, net: 9_200, transferOut: 3_000, interest: 1_500, cashback: 200 });
+    const categorySummary = await getSummary({ ...params, categoryId: categoryId.expense }, client);
+    assert.deepEqual({ expense: categorySummary.totalExpense, income: categorySummary.totalIncome }, { expense: 6_000, income: 0 });
+    const uncategorized = await getSummary({ ...params, categoryId: 0, onlyConfirmed: false }, client);
+    assert.equal(uncategorized.totalExpense, 2_500);
+    assert.equal((await getSummary({ ...params, categoryId: 0, onlyConfirmed: true }, client)).totalExpense, 0);
+    assert.deepEqual((await getByCategory({ ...params, categoryId: 0, onlyConfirmed: false }, client)).map((item) => item.amount), [2_500]);
+    assert.deepEqual((await getByCategory({ ...params, categoryId: 0, onlyConfirmed: true }, client)), []);
     assert.equal((await getSummary({ ...params, from: '2026-08-01', to: '2026-08-31' }, client)).totalExpense, 7_000);
     assert.deepEqual((await getByCategory(params, client)).map((item) => item.amount), [6_000]);
     const timeseries = await getTimeseries({ ...params, granularity: 'month' }, client);
     assert.equal(timeseries[0].expenseAmount, 6_000);
     assert.equal(timeseries[0].incomeAmount, 15_000);
+    const partial = await getTimeseries({ ...params, from: '2026-07-02', to: '2026-07-03', granularity: 'month' }, client);
+    assert.equal(partial[0].expenseAmount, 0);
+    assert.equal(partial[0].incomeAmount, 20_000);
+    const uncategorizedSeries = await getTimeseries({ ...params, categoryId: 0, onlyConfirmed: false, granularity: 'month' }, client);
+    assert.equal(uncategorizedSeries[0].expenseAmount, 2_500);
+    const confirmedUncategorizedSeries = await getTimeseries({ ...params, categoryId: 0, onlyConfirmed: true, granularity: 'month' }, client);
+    assert.equal(confirmedUncategorizedSeries[0].expenseAmount, 0);
   } finally {
     await client.query('ROLLBACK');
     client.release();

backend/src/services/analytics.ts

@@ -14,6 +14,7 @@ interface BaseParams {
   from: string;
   to: string;
   accountId?: number;
+  categoryId?: number;
   onlyConfirmed?: boolean;
 }
 
@@ -32,7 +33,11 @@ function analyticsTransactions(where: string): string {
         CASE WHEN a.account_type = 'savings'
                   AND ${effectiveAmount} > 0
                   AND (t.description ILIKE '%процент%' OR t.description ILIKE '%выплата %' OR t.description LIKE '%\%%' ESCAPE '\\')
-             THEN ${effectiveAmount} ELSE 0 END AS interest_income
+             THEN ${effectiveAmount} ELSE 0 END AS interest_income,
+        CASE WHEN t.amount_signed = 0
+                  AND t.commission > 0
+                  AND t.description ILIKE '%зачисление%'
+             THEN t.commission ELSE 0 END AS cashback_income
       FROM transactions t
       LEFT JOIN categories c ON c.id = t.category_id
       LEFT JOIN accounts a ON a.id = t.account_id
@@ -61,6 +66,13 @@ function buildBaseConditions(
     values.push(params.accountId);
     idx++;
   }
+  if (params.categoryId != null) {
+    conditions.push(params.categoryId === 0 ? 't.category_id IS NULL' : `t.category_id = $${idx}`);
+    if (params.categoryId !== 0) {
+      values.push(params.categoryId);
+      idx++;
+    }
+  }
   if (params.onlyConfirmed) {
     conditions.push('t.is_category_confirmed = TRUE');
   }
@@ -79,7 +91,8 @@ export async function getSummary(
     `${analyticsTransactions(where)},
      category_net AS (
        SELECT category_id, category_name, analytic_type, SUM(effective_amount)::bigint AS amount,
-              SUM(interest_income)::bigint AS interest_income
+              SUM(interest_income)::bigint AS interest_income,
+              SUM(cashback_income)::bigint AS cashback_income
        FROM analytics_transactions
        GROUP BY category_id, category_name, analytic_type
      )
@@ -90,7 +103,8 @@ export async function getSummary(
        COALESCE((SELECT SUM(GREATEST(-effective_amount, 0)) FROM analytics_transactions), 0)::bigint AS cash_outflow,
        COALESCE((SELECT SUM(GREATEST(effective_amount, 0)) FROM analytics_transactions WHERE analytic_type = 'transfer'), 0)::bigint AS transfer_inflow,
        COALESCE((SELECT SUM(GREATEST(-effective_amount, 0)) FROM analytics_transactions WHERE analytic_type = 'transfer'), 0)::bigint AS transfer_outflow,
-       COALESCE(SUM(interest_income), 0)::bigint AS interest_income
+       COALESCE(SUM(interest_income), 0)::bigint AS interest_income,
+       COALESCE(SUM(cashback_income), 0)::bigint AS cashback_income
      FROM category_net`,
     values,
   );
@@ -102,6 +116,7 @@ export async function getSummary(
   const transferInflow = Number(totalsResult.rows[0].transfer_inflow);
   const transferOutflow = Number(totalsResult.rows[0].transfer_outflow);
   const interestIncome = Number(totalsResult.rows[0].interest_income);
+  const cashbackIncome = Number(totalsResult.rows[0].cashback_income);
 
   const topResult = await db.query(
     `${analyticsTransactions(where)}
@@ -132,6 +147,7 @@ export async function getSummary(
     transferOutflow,
     cashNet: cashInflow - cashOutflow,
     interestIncome,
+    cashbackIncome,
     topCategories,
   };
 }
@@ -196,6 +212,8 @@ export async function getTimeseries(
   }
 
   const txConditions: string[] = [
+    't.operation_at::date >= $1::date',
+    't.operation_at::date <= $2::date',
     't.operation_at::date >= p.period_start',
     't.operation_at::date <= p.period_end',
   ];
@@ -207,8 +225,11 @@ export async function getTimeseries(
     values.push(params.accountId);
   }
   if (params.categoryId != null) {
-    txConditions.push(`t.category_id = $${idx++}`);
-    values.push(params.categoryId);
+    if (params.categoryId === 0) txConditions.push('t.category_id IS NULL');
+    else {
+      txConditions.push(`t.category_id = $${idx++}`);
+      values.push(params.categoryId);
+    }
   }
   if (params.onlyConfirmed) {
     txConditions.push('t.is_category_confirmed = TRUE');

backend/src/services/import.integration.test.ts

@@ -8,6 +8,21 @@ const makeStatement = (sourceIds: string[]) => ({
   transactions: sourceIds.map((sourceId) => ({ operationAt: '2026-08-20T10:00:00+03:00', amountSigned: 100, commission: 0, description: 'Пополнение', sourceId })),
 });
 
+const duplicateStatement = {
+  schemaVersion: '1.0', bank: 'TEST',
+  statement: { accountNumber: 'fingerprint-test', currency: 'RUB', openingBalance: 0, closingBalance: 200, exportedAt: '2026-08-20T12:00:00+03:00' },
+  transactions: Array.from({ length: 2 }, () => ({ operationAt: '2026-08-20T00:00:00+03:00', amountSigned: 100, commission: 0, description: 'Пополнение' })),
+};
+const overlapStatement = {
+  ...duplicateStatement,
+  statement: { ...duplicateStatement.statement, accountNumber: 'overlap-test' },
+};
+const singleStatement = {
+  ...overlapStatement,
+  statement: { ...overlapStatement.statement, closingBalance: 100 },
+  transactions: overlapStatement.transactions.slice(0, 1),
+};
+
 async function run(): Promise<void> {
   try {
     await importStatement(makeStatement(['first', 'first-second']));
@@ -18,11 +33,32 @@ async function run(): Promise<void> {
     await importStatement(makeStatement(['second']));
     const result = await pool.query('SELECT account_type, status FROM accounts WHERE id = $1', [account.rows[0].id]);
     assert.deepEqual(result.rows[0], { account_type: 'savings', status: 'closed' });
+    const duplicateResult = await importStatement(duplicateStatement);
+    if ('status' in duplicateResult) throw new Error(duplicateResult.message);
+    assert.deepEqual(duplicateResult, {
+      accountId: duplicateResult.accountId,
+      isNewAccount: true,
+      accountNumberMasked: 'fingerp******test',
+      imported: 2,
+      duplicatesSkipped: 0,
+      totalInFile: 2,
+    });
+    await importStatement(singleStatement);
+    const overlapResult = await importStatement(overlapStatement);
+    if ('status' in overlapResult) throw new Error(overlapResult.message);
+    assert.deepEqual(overlapResult, {
+      accountId: overlapResult.accountId,
+      isNewAccount: false,
+      accountNumberMasked: 'overla******test',
+      imported: 1,
+      duplicatesSkipped: 1,
+      totalInFile: 2,
+    });
     console.log('import metadata SQL: OK');
   } finally {
-    await pool.query('DELETE FROM transactions WHERE account_id IN (SELECT id FROM accounts WHERE bank = \'TEST\' AND account_number = \'metadata-test\')');
-    await pool.query("DELETE FROM imports WHERE account_id IN (SELECT id FROM accounts WHERE bank = 'TEST' AND account_number = 'metadata-test')");
-    await pool.query("DELETE FROM accounts WHERE bank = 'TEST' AND account_number = 'metadata-test'");
+    await pool.query("DELETE FROM transactions WHERE account_id IN (SELECT id FROM accounts WHERE bank = 'TEST' AND account_number IN ('metadata-test', 'fingerprint-test', 'overlap-test'))");
+    await pool.query("DELETE FROM imports WHERE account_id IN (SELECT id FROM accounts WHERE bank = 'TEST' AND account_number IN ('metadata-test', 'fingerprint-test', 'overlap-test'))");
+    await pool.query("DELETE FROM accounts WHERE bank = 'TEST' AND account_number IN ('metadata-test', 'fingerprint-test', 'overlap-test')");
     await pool.end();
   }
 }

backend/src/services/import.test.ts

@@ -0,0 +1,12 @@
+import assert from 'node:assert/strict';
+import { computeFingerprint, determineDirection } from './import';
+
+assert.equal(determineDirection(1, 'Перечисление средств на счет N 123 со счета N 456'), 'transfer');
+assert.equal(determineDirection(1, 'Перечисление средств на вклад N 123'), 'transfer');
+assert.equal(determineDirection(-1, 'Перечисление суммы вклада при закрытии'), 'transfer');
+assert.equal(determineDirection(-1, 'Оплата покупки'), 'expense');
+assert.equal(determineDirection(1, 'Выплата процентов'), 'income');
+const duplicateTransaction = { operationAt: '2026-08-20T00:00:00+03:00', amountSigned: 100, commission: 0, description: 'Пополнение' };
+assert.notEqual(computeFingerprint('fingerprint-test', duplicateTransaction, 0), computeFingerprint('fingerprint-test', duplicateTransaction, 1));
+
+console.log('import direction: OK');

backend/src/services/import.ts

@@ -6,14 +6,18 @@ import type { StatementFile, ImportStatementResponse } from '@family-budget/shar
 const TRANSFER_PHRASES = [
   'перевод между своими счетами',
   'перевод средств на счет',
+  'перечисление средств на счет',
+  'перечисление средств на вклад',
+  'перечисление суммы вклада при закрытии',
   'внутри втб',
 ];
 const CASHBACK_KEYWORD = 'зачисление';
 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;
 
-function computeFingerprint(
+export function computeFingerprint(
   accountNumber: string,
   tx: { operationAt: string; amountSigned: number; commission: number; description: string; sourceId?: string },
+  sourcePosition?: number,
 ): string {
   if (tx.sourceId) {
     const raw = [accountNumber, tx.sourceId.trim()].join('|');
@@ -26,12 +30,13 @@ function computeFingerprint(
     String(tx.amountSigned),
     String(tx.commission),
     tx.description.trim(),
+    ...(sourcePosition === undefined ? [] : [String(sourcePosition)]),
   ].join('|');
   const hash = crypto.createHash('sha256').update(raw, 'utf-8').digest('hex');
   return `sha256:${hash}`;
 }
 
-function determineDirection(amountSigned: number, description: string): string {
+export function determineDirection(amountSigned: number, description: string): string {
   const lower = description.toLowerCase();
   for (const phrase of TRANSFER_PHRASES) {
     if (lower.includes(phrase)) return 'transfer';
@@ -136,7 +141,7 @@ function validateSemantics(data: StatementFile): ValidationError | null {
   const operationIds = new Set<string>();
   for (let i = 0; i < data.transactions.length; i++) {
     const fp = computeFingerprint(data.statement.accountNumber, data.transactions[i]);
-    if (fps.has(fp)) {
+    if (data.transactions[i].sourceId && fps.has(fp)) {
       return { status: 422, error: 'VALIDATION_ERROR', message: `Duplicate fingerprint found within file at transaction index ${i}` };
     }
     fps.add(fp);
@@ -218,9 +223,15 @@ export async function importStatement(
 
     // Insert transactions
     const insertedIds: number[] = [];
+    const fallbackFingerprintOccurrences = new Map<string, number>();
 
     for (const [sourcePosition, tx] of data.transactions.entries()) {
-      const fp = computeFingerprint(data.statement.accountNumber, tx);
+      const fallbackFingerprint = computeFingerprint(data.statement.accountNumber, tx);
+      const occurrence = fallbackFingerprintOccurrences.get(fallbackFingerprint) ?? 0;
+      fallbackFingerprintOccurrences.set(fallbackFingerprint, occurrence + 1);
+      const fp = !tx.sourceId && occurrence > 0
+        ? computeFingerprint(data.statement.accountNumber, tx, occurrence)
+        : fallbackFingerprint;
       const isCashbackCommissionImport =
         tx.amountSigned === 0 &&
         tx.commission > 0 &&

docs/backlog/api_import.md

@@ -91,7 +91,7 @@
 
 - `statement.currency` соответствует допустимому коду валюты (MVP: `"RUB"`).
 - `operationAt` у всех транзакций — валидная дата (парсится без ошибок).
-- Отсутствуют дубликаты fingerprint внутри одного файла.
+- Повторяющиеся `sourceId` внутри одного файла отклоняются; одинаковые операции без `sourceId` различаются по позиции в массиве `transactions`.
 
 Ответ при ошибке:
 
@@ -120,10 +120,11 @@
 Для каждой транзакции вычисляется SHA-256 от полей, соединённых разделителем `|`:
 
 ```text
-accountNumber|operationAt|amountSigned|commission|normalizedDescription
+accountNumber|operationAt|amountSigned|commission|normalizedDescription[|sourcePosition]
 ```
 
 - `normalizedDescription` — `description` после `trim`.
+- `sourcePosition` — порядковый номер повторяющейся операции в массиве `transactions`; добавляется, только если одинаковые операции без `sourceId` повторяются в одном файле.
 - Суммы подставляются в том виде, в котором пришли в JSON (числовое представление).
 - Разделитель `|` исключает коллизии при склейке полей разной длины.
 

frontend/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@family-budget/frontend",
-  "version": "0.10.2",
+  "version": "0.11.3",
   "private": true,
   "type": "module",
   "scripts": {

frontend/src/api/portfolio.ts

@@ -0,0 +1,6 @@
+import type { ImportPortfolioResponse, PortfolioFile } from '@family-budget/shared';
+import { api } from './client';
+
+export function importPortfolio(data: PortfolioFile): Promise<ImportPortfolioResponse> {
+  return api.post('/api/import/portfolio', data);
+}

frontend/src/components/ImportModal.tsx

@@ -1,6 +1,7 @@
 import { useState, useRef } from 'react';
-import type { ImportStatementResponse } from '@family-budget/shared';
+import type { ImportPortfolioResponse, ImportStatementResponse, PortfolioFile } from '@family-budget/shared';
 import { importStatement } from '../api/import';
+import { importPortfolio } from '../api/portfolio';
 import { updateAccount } from '../api/accounts';
 
 interface Props {
@@ -9,7 +10,7 @@ interface Props {
 }
 
 export function ImportModal({ onClose, onDone }: Props) {
-  const [result, setResult] = useState<ImportStatementResponse | null>(null);
+  const [result, setResult] = useState<ImportStatementResponse | ImportPortfolioResponse | null>(null);
   const [error, setError] = useState('');
   const [loading, setLoading] = useState(false);
   const [alias, setAlias] = useState('');
@@ -37,7 +38,10 @@ export function ImportModal({ onClose, onDone }: Props) {
     setResult(null);
 
     try {
-      const resp = await importStatement(file);
+      const data = isJson ? JSON.parse(await file.text()) : null;
+      const resp = data?.schemaVersion === 'broker-portfolio-1.0'
+        ? await importPortfolio(data as PortfolioFile)
+        : await importStatement(file);
       setResult(resp);
     } catch (err: unknown) {
       const msg =
@@ -49,7 +53,7 @@ export function ImportModal({ onClose, onDone }: Props) {
   };
 
   const handleSaveAlias = async () => {
-    if (!result || !alias.trim()) return;
+    if (!result || 'reportId' in result || !alias.trim()) return;
     try {
       await updateAccount(result.accountId, { alias: alias.trim() });
       setAliasSaved(true);
@@ -58,6 +62,8 @@ export function ImportModal({ onClose, onDone }: Props) {
     }
   };
 
+  const isPortfolioResult = result != null && 'reportId' in result;
+
   return (
     <div
       className="modal"
@@ -79,7 +85,7 @@ export function ImportModal({ onClose, onDone }: Props) {
           {!result && (
             <div className="import-upload">
               <p className="import-upload__description">
-                Выберите файл выписки (PDF или JSON, формат 1.0)
+                Выберите PDF/JSON выписки или JSON брокерского портфеля
               </p>
               <input
                 ref={fileRef}
@@ -97,33 +103,48 @@ export function ImportModal({ onClose, onDone }: Props) {
           {result && (
             <div className="import-result">
               <div className="import-result__icon" aria-hidden="true">✓</div>
-              <h3 className="import-result__title">Импорт завершён</h3>
+              <h3 className="import-result__title">{isPortfolioResult ? 'Импорт портфеля завершён' : 'Импорт завершён'}</h3>
               <table className="import-result__stats">
                 <tbody className="import-result__stats-body">
-                  <tr className="import-result__stat-row">
-                    <td className="import-result__stat-cell import-result__stat-cell--label">Счёт</td>
-                    <td className="import-result__stat-cell import-result__stat-cell--value">{result.accountNumberMasked}</td>
-                  </tr>
-                  <tr className="import-result__stat-row">
-                    <td className="import-result__stat-cell import-result__stat-cell--label">Новый счёт</td>
-                    <td className="import-result__stat-cell import-result__stat-cell--value">{result.isNewAccount ? 'Да' : 'Нет'}</td>
-                  </tr>
-                  <tr className="import-result__stat-row">
-                    <td className="import-result__stat-cell import-result__stat-cell--label">Импортировано</td>
-                    <td className="import-result__stat-cell import-result__stat-cell--value">{result.imported}</td>
-                  </tr>
-                  <tr className="import-result__stat-row">
-                    <td className="import-result__stat-cell import-result__stat-cell--label">Дубликатов пропущено</td>
-                    <td className="import-result__stat-cell import-result__stat-cell--value">{result.duplicatesSkipped}</td>
-                  </tr>
-                  <tr className="import-result__stat-row">
-                    <td className="import-result__stat-cell import-result__stat-cell--label">Всего в файле</td>
-                    <td className="import-result__stat-cell import-result__stat-cell--value">{result.totalInFile}</td>
-                  </tr>
+                  {isPortfolioResult ? <>
+                    <tr className="import-result__stat-row">
+                      <td className="import-result__stat-cell import-result__stat-cell--label">Импортировано сделок</td>
+                      <td className="import-result__stat-cell import-result__stat-cell--value">{result.importedTrades}</td>
+                    </tr>
+                    <tr className="import-result__stat-row">
+                      <td className="import-result__stat-cell import-result__stat-cell--label">Дубликатов сделок</td>
+                      <td className="import-result__stat-cell import-result__stat-cell--value">{result.duplicateTrades}</td>
+                    </tr>
+                    <tr className="import-result__stat-row">
+                      <td className="import-result__stat-cell import-result__stat-cell--label">Позиций</td>
+                      <td className="import-result__stat-cell import-result__stat-cell--value">{result.positions}</td>
+                    </tr>
+                  </> : <>
+                    <tr className="import-result__stat-row">
+                      <td className="import-result__stat-cell import-result__stat-cell--label">Счёт</td>
+                      <td className="import-result__stat-cell import-result__stat-cell--value">{result.accountNumberMasked}</td>
+                    </tr>
+                    <tr className="import-result__stat-row">
+                      <td className="import-result__stat-cell import-result__stat-cell--label">Новый счёт</td>
+                      <td className="import-result__stat-cell import-result__stat-cell--value">{result.isNewAccount ? 'Да' : 'Нет'}</td>
+                    </tr>
+                    <tr className="import-result__stat-row">
+                      <td className="import-result__stat-cell import-result__stat-cell--label">Импортировано</td>
+                      <td className="import-result__stat-cell import-result__stat-cell--value">{result.imported}</td>
+                    </tr>
+                    <tr className="import-result__stat-row">
+                      <td className="import-result__stat-cell import-result__stat-cell--label">Дубликатов пропущено</td>
+                      <td className="import-result__stat-cell import-result__stat-cell--value">{result.duplicatesSkipped}</td>
+                    </tr>
+                    <tr className="import-result__stat-row">
+                      <td className="import-result__stat-cell import-result__stat-cell--label">Всего в файле</td>
+                      <td className="import-result__stat-cell import-result__stat-cell--value">{result.totalInFile}</td>
+                    </tr>
+                  </>}
                 </tbody>
               </table>
 
-              {result.isNewAccount && !aliasSaved && (
+              {!isPortfolioResult && result.isNewAccount && !aliasSaved && (
                 <div className="import-result__alias">
                   <label className="import-result__alias-label">Алиас для нового счёта</label>
                   <div className="import-result__alias-row">

frontend/src/components/SummaryCards.tsx

@@ -41,6 +41,7 @@ export function SummaryCards({ summary }: Props) {
         <div className="summary__subvalue">Поступило: {formatAmount(summary.cashInflow)}</div>
         <div className="summary__subvalue">Списано: {formatAmount(summary.cashOutflow)}</div>
         <div className="summary__subvalue">Доход от процентов: {formatAmount(summary.interestIncome)}</div>
+        <div className="summary__subvalue">Кэшбек: {formatAmount(summary.cashbackIncome)}</div>
         {(summary.transferInflow > 0 || summary.transferOutflow > 0) && (
           <div className="summary__subvalue">
             Переводы: {formatAmount(summary.transferInflow)} / {formatAmount(summary.transferOutflow)}

frontend/src/pages/AnalyticsPage.tsx

@@ -1,12 +1,14 @@
 import { useState, useEffect, useCallback } from 'react';
 import type {
   Account,
+  Category,
   AnalyticsSummaryResponse,
   ByCategoryItem,
   TimeseriesItem,
   Granularity,
 } from '@family-budget/shared';
 import { getAccounts } from '../api/accounts';
+import { getCategories } from '../api/categories';
 import { getSummary, getByCategory, getTimeseries } from '../api/analytics';
 import {
   PeriodSelector,
@@ -29,8 +31,10 @@ function getDefaultPeriod(): PeriodState {
 export function AnalyticsPage() {
   const [period, setPeriod] = useState<PeriodState>(getDefaultPeriod);
   const [accountId, setAccountId] = useState<string>('');
+  const [categoryId, setCategoryId] = useState<string>('');
   const [onlyConfirmed, setOnlyConfirmed] = useState(false);
   const [accounts, setAccounts] = useState<Account[]>([]);
+  const [categories, setCategories] = useState<Category[]>([]);
   const [summary, setSummary] = useState<AnalyticsSummaryResponse | null>(
     null,
   );
@@ -40,6 +44,7 @@ export function AnalyticsPage() {
 
   useEffect(() => {
     getAccounts().then(setAccounts).catch(() => {});
+    getCategories({ isActive: true }).then(setCategories).catch(() => {});
   }, []);
 
   const fetchAll = useCallback(async () => {
@@ -63,6 +68,7 @@ export function AnalyticsPage() {
       from: period.from,
       to: period.to,
       ...(accountId ? { accountId: Number(accountId) } : {}),
+      ...(categoryId !== '' ? { categoryId: Number(categoryId) } : {}),
       ...(onlyConfirmed ? { onlyConfirmed: true } : {}),
     };
 
@@ -80,7 +86,7 @@ export function AnalyticsPage() {
     } finally {
       setLoading(false);
     }
-  }, [period, accountId, onlyConfirmed]);
+  }, [period, accountId, categoryId, onlyConfirmed]);
 
   useEffect(() => {
     fetchAll();
@@ -122,6 +128,14 @@ export function AnalyticsPage() {
               Только подтверждённые
             </label>
           </div>
+          <div className="field">
+            <label className="field__label">Категория</label>
+            <select value={categoryId} onChange={(e) => setCategoryId(e.target.value)}>
+              <option value="">Все категории</option>
+              <option value="0">Без категории</option>
+              {categories.map((c) => <option key={c.id} value={c.id}>{c.name}</option>)}
+            </select>
+          </div>
         </div>
       </div>
 

shared/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@family-budget/shared",
-  "version": "0.4.0",
+  "version": "0.5.1",
   "private": true,
   "main": "dist/index.js",
   "types": "dist/index.d.ts",

shared/src/types/analytics.ts

@@ -4,6 +4,7 @@ export interface AnalyticsSummaryParams {
   from: string;
   to: string;
   accountId?: number;
+  categoryId?: number;
   onlyConfirmed?: boolean;
 }
 
@@ -24,6 +25,7 @@ export interface AnalyticsSummaryResponse {
   transferOutflow: number;
   cashNet: number;
   interestIncome: number;
+  cashbackIncome: number;
   topCategories: TopCategory[];
 }
 
@@ -31,6 +33,7 @@ export interface ByCategoryParams {
   from: string;
   to: string;
   accountId?: number;
+  categoryId?: number;
   onlyConfirmed?: boolean;
 }