feat(api): портфели, ручные события, правка инструментов и обзор по скоупам

CRUD портфелей (/portfolios), ручные события (POST /events, DELETE только для manual), PATCH /instruments/{id}, GET /analytics/overview — карточка на каждый скоуп одним запросом. Холдинги отдают logo_url и logo_color. openapi.json обновлён.

backend/tests/api/test_overview_api.py

@@ -0,0 +1,87 @@
+"""One card per scope for the home screen."""
+
+from datetime import timedelta
+from decimal import Decimal
+
+from factories import make_account, make_event, make_instrument, make_price, refresh
+from fintracker.analytics import today_local
+from fintracker.models import AccountKind, AccountRole, EventKind
+
+URL = "/api/v1/analytics/overview"
+
+
+async def _broker(name: str) -> int:
+    return await make_account(
+        name=name, kind=AccountKind.broker, role=AccountRole.investment, balance=None
+    )
+
+
+async def _invest(account: int, *, today_price: str) -> None:
+    """10 000 ₽ in, 100 shares at 100; the price is flat until today, when it is `today_price`."""
+    t = today_local()
+    bought = t - timedelta(days=5)
+    sber = await make_instrument(ticker=f"T{account}")
+    await make_event(bought, account_id=account, kind=EventKind.deposit, amount=10000)
+    await make_event(
+        bought, account_id=account, kind=EventKind.buy, instrument_id=sber,
+        quantity=100, price=100, amount=-10000,
+    )  # fmt: skip
+    d = bought
+    while d < t:
+        await make_price(d, instrument_id=sber, close="100")
+        d += timedelta(days=1)
+    await make_price(t, instrument_id=sber, close=today_price)
+
+
+async def test_cards_carry_value_result_and_the_change_over_the_last_day(client, auth_headers):
+    account = await _broker("Брокер")
+    await _invest(account, today_price="105")
+    await refresh()
+
+    r = await client.get(URL, headers=auth_headers)
+    assert r.status_code == 200, r.text
+    cards = {c["scope"]: c for c in r.json()}
+    card = cards[f"account:{account}"]
+    assert card["name"] == "Брокер"
+    assert card["kind"] == "account"
+    assert Decimal(card["total_rub"]) == 10500
+    assert Decimal(card["invested_rub"]) == 10000
+    assert Decimal(card["pnl_rub"]) == 500
+    assert Decimal(card["pnl_pct"]) == Decimal("0.05")
+    assert Decimal(card["day_change_rub"]) == 500
+    assert Decimal(card["day_change_pct"]) == Decimal("500") / Decimal("10000")
+    assert Decimal(card["income_year_rub"]) == 0
+
+
+async def test_all_comes_first_then_portfolios_then_accounts_by_value(client, auth_headers):
+    small, big = await _broker("Малый"), await _broker("Большой")
+    await _invest(small, today_price="100")
+    await _invest(big, today_price="130")
+    created = await client.post(
+        "/api/v1/portfolios", json={"name": "Мой", "account_ids": [small]}, headers=auth_headers
+    )
+    assert created.status_code == 201
+    await refresh()
+
+    cards = (await client.get(URL, headers=auth_headers)).json()
+    assert [c["kind"] for c in cards] == ["all", "portfolio", "account", "account"]
+    assert [c["name"] for c in cards[2:]] == ["Большой", "Малый"]
+    assert Decimal(cards[0]["total_rub"]) == Decimal(cards[2]["total_rub"]) + Decimal(
+        cards[3]["total_rub"]
+    )
+
+
+async def test_an_account_switched_off_has_no_card(client, auth_headers):
+    kept, off = await _broker("Оставить"), await _broker("Отключить")
+    await _invest(kept, today_price="100")
+    await _invest(off, today_price="100")
+    await client.patch(f"/api/v1/accounts/{off}", json={"disabled": True}, headers=auth_headers)
+    await refresh()
+
+    names = [c["name"] for c in (await client.get(URL, headers=auth_headers)).json()]
+    assert "Оставить" in names
+    assert "Отключить" not in names
+
+
+async def test_nothing_built_yet_is_an_empty_list(client, auth_headers):
+    assert (await client.get(URL, headers=auth_headers)).json() == []