feat: Faz 9b - dönemsel rapor ve net varlık

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

CHANGELOG.md

@@ -6,6 +6,38 @@ Biçim [Keep a Changelog](https://keepachangelog.com/tr-TR/1.1.0/) esas alınır
 
 ## [Yayınlanmamış]
 
+## [0.9.0] - 2026-11-06
+
+Faz 9: birikim ve varlık takibi, fiyat tablosu (elle), kâr/zarar, net varlık (9a ve 9b alt fazları).
+
+### Eklendi — Faz 9b: dönemsel rapor ve net varlık
+
+- Dönemsel rapor (`/birikim` toplam, `/birikim/:id` varlık bazında): 3 ay / 6 ay / 12 ay / tümü (`?donem=`); dönem başı değer, yatırılan TL, dönem sonu değer, satış geliri, gelen/çıkan hediye ve dönem kâr/zararı (TL ve %, dönemde bağlanan sermayeye oranla). Formül sayfada yazılıdır.
+- Aylık değer grafiği (shadcn charts / Recharts): güncel değer (düz çizgi) ve maliyet (kesikli, basamaklı), lejant, ipucu ve tablo görünümü. Fiyatı olmayan varlık toplam rapora katılmaz ve belirtilir.
+- Net varlık (`/birikim` üstünde): hesap bakiyeleri + birikim (alış fiyatı) + cari alacaklar + aynî alacaklar (alış) − kart/KMH borçları − cari borçlar − aynî borçlar (satış). Gizli varlık ve cariler yalnızca sahibinin net varlığına girer; gizli hesap bakiyeleri hane ayarına göre.
+- Dashboard: "Toplam hesap bakiyesi", "Kart borçları" ve "Net varlık" kartları gerçek veriyle (gelir/gider kartları Faz 14).
+- Aynî kayıt ↔ varlık bağlantısı: "Ödeme gerçekleşti → Aynı varlıkla" diyaloğunda isteğe bağlı kutucuk. Borç ödemesi seçilen varlıktan ortalama maliyetle düşer; alacak tahsilatı varlığa borç tarihindeki birim fiyatla eklenir. Ödeme ve varlık hareketi tek transaction'da; varlık yetersizse hiçbir şey yazılmaz. Bağlı hareket Birikim'den tek başına silinemez; aynî kayıt silinince bağ çözülür.
+- Fiyat okuma yardımcıları ayrı modülde (`features/in-kind/prices.ts`).
+- Testler: dönem noktaları, örnek senaryo ("10 gr'ı 25.000'e aldım, her ay ekledim"), başlangıç değeri, fiyat yokluğu, toplam (birim); dönem raporu, gizli varlık ve fiyatsız varlık, net varlık formülü ve değişmezleri (makas, cari borç), aynî borç/alacak bağlantısı, yetersiz varlıkta geri alma, tür uyuşmazlığı (entegrasyon).
+
+### Değişti — Faz 9b
+
+- "Aynı varlıkla" alacak tahsilatında anlamsız olan "varlığı almak için harcanan" tutar alanı kaldırıldı (yalnızca borç ödemesinde gösterilir).
+- `recharts` bağımlılığı ve `components/ui/chart.tsx` eklendi.
+- CHANGELOG sürüm karşılaştırma bağlantıları 0.6.0–0.9.0 için tamamlandı.
+
+### Eklendi — Faz 9a: varlık lotları ve kâr/zarar
+
+- Birikim sayfası (`/birikim`): altın, döviz ve ziynet varlıkları (`assets`); toplam güncel değer, toplam maliyet, gerçekleşmemiş ve gerçekleşmiş kâr/zarar; elde kalmayan varlıklar ayrı grupta. Fiyatı olmayan varlık toplam değere katılmaz ve belirtilir.
+- Varlık hareketleri (`assetMovements`): alım, gelen hediye/miras, satış, hediye/çıkış; tarih, miktar, tutar veya birim fiyat (ikisi de boşsa fiyat tablosundan: alımda satış, satış ve hediyede alış fiyatı), hesap, saklama yeri, not. Geçmiş tarihli satış/çıkış o tarihteki miktarla sınırlıdır.
+- Hesap bağlantısı: alım hesaptan varlığa, satış varlıktan hesaba transfer olarak kaydedilir (bakiye değişir, gelir/gider raporlarına girmez). İşlem listesinde varlık adıyla görünür; bağlı işlem tek başına düzenlenemez/silinemez, hareket silinince birlikte silinir.
+- Hesap motoru (`shared/portfolio.ts`): ağırlıklı ortalama maliyet, satışta ortalama maliyetle gerçekleşmiş K/Z, çıkışta K/Z yazılmaz, gelen hediyenin maliyeti o günkü değer (yatırım sayılmaz); güncel değer alış fiyatıyla (Faz 0), gerçekleşmemiş K/Z TL ve %.
+- `/birikim/:id`: özet (eldeki miktar, ortalama maliyet, maliyet, güncel değer, K/Z, yatırılan, satış geliri), hareket geçmişi (kalan miktar, satış K/Z'si), hareket silme (sonraki çıkışı eksiye düşürecekse reddedilir).
+- "Yalnızca ben" varlık: varlık, hareketleri ve bağlı hesap işlemleri yalnızca sahibine görünür.
+- Seed: aylık alımlı ve bir satışlı gram altın birikimi, düğün ziynetleri (hediye giriş ve çıkış), Emre'nin "yalnızca ben" dolar varlığı, Annemler'de fiyatsız bilezikler.
+- `009` migration'ı: `assets`, `assetMovements` index'leri, işlemlerde `assetId`. Denetim kaydı: `asset.delete`, `asset.movement.delete`.
+- Testler: ortalama maliyet, satış/çıkış, hediye, eksi miktar, oran biçimi (birim); alım/satış transferleri ve bakiye, fiyat tablosundan tutar, gerçekleşmiş K/Z, kilitli işlem, hareket silme, gizli varlık, izleyici ve başka hane (entegrasyon).
+
 ## [0.8.0] - 2026-11-05
 
 Faz 8: cari hesaplar ve aynî borç/alacak (8a ve 8b alt fazları).
@@ -252,7 +284,11 @@ Faz 1: Framework, klasör yapısı ve altyapı.
 - `.nvmrc` (Node 26), `engines.node`, `typecheck`, `test`, `format`, `db:up`, `seed` scriptleri.
 - `docs/PROMPT.md` (ana prompt ve Faz 0 kararları), `README.md`, `CHANGELOG.md`.
 
-[Yayınlanmamış]: https://gitea.ta1sph.info/suphicakir/butcem/compare/v0.5.0...HEAD
+[Yayınlanmamış]: https://gitea.ta1sph.info/suphicakir/butcem/compare/v0.9.0...HEAD
+[0.9.0]: https://gitea.ta1sph.info/suphicakir/butcem/compare/v0.8.0...v0.9.0
+[0.8.0]: https://gitea.ta1sph.info/suphicakir/butcem/compare/v0.7.0...v0.8.0
+[0.7.0]: https://gitea.ta1sph.info/suphicakir/butcem/compare/v0.6.0...v0.7.0
+[0.6.0]: https://gitea.ta1sph.info/suphicakir/butcem/compare/v0.5.0...v0.6.0
 [0.5.0]: https://gitea.ta1sph.info/suphicakir/butcem/compare/v0.4.0...v0.5.0
 [0.4.0]: https://gitea.ta1sph.info/suphicakir/butcem/compare/v0.3.0...v0.4.0
 [0.3.0]: https://gitea.ta1sph.info/suphicakir/butcem/compare/v0.2.0...v0.3.0

package-lock.json

@@ -1,12 +1,12 @@
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+  "version": "0.9.0",
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@@ -24,6 +24,7 @@
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+        "recharts": "^3.8.0",
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+      "license": "MIT",
+      "funding": {
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@@ -5022,6 +5126,12 @@
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@@ -6666,6 +6897,12 @@
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+      "version": "2.5.1",
+      "resolved": "https://registry.npmjs.org/decimal.js-light/-/decimal.js-light-2.5.1.tgz",
+      "integrity": "sha512-qIMFpTMZmny+MMIitAB6D7iVPEorVw6YQRWkvarTkT4tBeSLLiHzcwj6q0MmYSFCiVpiqPJTJEYIrpcPzVEIvg==",
+      "license": "MIT"
+    },
     "node_modules/dedent": {
       "version": "1.7.2",
       "resolved": "https://registry.npmjs.org/dedent/-/dedent-1.7.2.tgz",
@@ -7140,6 +7377,18 @@
         "url": "https://github.com/sponsors/ljharb"
       }
     },
+    "node_modules/es-toolkit": {
+      "version": "1.53.1",
+      "resolved": "https://registry.npmjs.org/es-toolkit/-/es-toolkit-1.53.1.tgz",
+      "integrity": "sha512-VhMc6IXmexu8iYFfL2aaAww6IvJTdHlqBLruLoEUs33YD4IcP5DdZcLOybMsMmmLsiy1c8PsiLsrM0DdIuuRUA==",
+      "license": "MIT",
+      "workspaces": [
+        "docs",
+        "benchmarks",
+        "tests/types",
+        "tests/browser-compat"
+      ]
+    },
     "node_modules/esbuild": {
       "version": "0.28.2",
       "resolved": "https://registry.npmjs.org/esbuild/-/esbuild-0.28.2.tgz",
@@ -7658,6 +7907,12 @@
         "node": ">=0.10.0"
       }
     },
+    "node_modules/eventemitter3": {
+      "version": "5.0.4",
+      "resolved": "https://registry.npmjs.org/eventemitter3/-/eventemitter3-5.0.4.tgz",
+      "integrity": "sha512-mlsTRyGaPBjPedk6Bvw+aqbsXDtoAyAzm5MO7JgU+yVRyMQ5O8bD4Kcci7BS85f93veegeCPkL8R4GLClnjLFw==",
+      "license": "MIT"
+    },
     "node_modules/execa": {
       "version": "9.6.1",
       "resolved": "https://registry.npmjs.org/execa/-/execa-9.6.1.tgz",
@@ -8282,6 +8537,16 @@
         "node": ">= 4"
       }
     },
+    "node_modules/immer": {
+      "version": "10.2.0",
+      "resolved": "https://registry.npmjs.org/immer/-/immer-10.2.0.tgz",
+      "integrity": "sha512-d/+XTN3zfODyjr89gM3mPq1WNX2B8pYsu7eORitdwyA2sBubnTl3laYlBk4sXY5FUa5qTZGBDPJICVbvqzjlbw==",
+      "license": "MIT",
+      "funding": {
+        "type": "opencollective",
+        "url": "https://opencollective.com/immer"
+      }
+    },
     "node_modules/import-fresh": {
       "version": "3.3.1",
       "resolved": "https://registry.npmjs.org/import-fresh/-/import-fresh-3.3.1.tgz",
@@ -8324,6 +8589,15 @@
         "node": ">= 0.4"
       }
     },
+    "node_modules/internmap": {
+      "version": "2.0.3",
+      "resolved": "https://registry.npmjs.org/internmap/-/internmap-2.0.3.tgz",
+      "integrity": "sha512-5Hh7Y1wQbvY5ooGgPbDaL5iYLAPzMTUrjMulskHLH6wnv/A+1q5rgEaiuqEjB+oxGXIVZs1FF+R/KPN3ZSQYYg==",
+      "license": "ISC",
+      "engines": {
+        "node": ">=12"
+      }
+    },
     "node_modules/ip-address": {
       "version": "10.7.6",
       "resolved": "https://registry.npmjs.org/ip-address/-/ip-address-10.7.6.tgz",
@@ -10715,9 +10989,31 @@
       "version": "16.13.1",
       "resolved": "https://registry.npmjs.org/react-is/-/react-is-16.13.1.tgz",
       "integrity": "sha512-24e6ynE2H+OKt4kqsOvNd8kBpV65zoxbA4BVsEOB3ARVWQki/DHzaUoC5KuON/BiccDaCCTZBuOcfZs70kR8bQ==",
-      "dev": true,
       "license": "MIT"
     },
+    "node_modules/react-redux": {
+      "version": "9.3.1",
+      "resolved": "https://registry.npmjs.org/react-redux/-/react-redux-9.3.1.tgz",
+      "integrity": "sha512-vxMLT0lalUjbZPkoTepWyKAZbjIIFssNx/CEL9lTfwQBU6XpkGSmCNdcCIrkOBUgB68uftZMnbXVb6DwGnhRKQ==",
+      "license": "MIT",
+      "dependencies": {
+        "@types/use-sync-external-store": "^0.0.6",
+        "use-sync-external-store": "^1.4.0"
+      },
+      "peerDependencies": {
+        "@types/react": "^18.2.25 || ^19",
+        "react": "^18.0 || ^19",
+        "redux": "^5.0.0"
+      },
+      "peerDependenciesMeta": {
+        "@types/react": {
+          "optional": true
+        },
+        "redux": {
+          "optional": true
+        }
+      }
+    },
     "node_modules/react-remove-scroll": {
       "version": "2.7.2",
       "resolved": "https://registry.npmjs.org/react-remove-scroll/-/react-remove-scroll-2.7.2.tgz",
@@ -10803,6 +11099,51 @@
         "node": ">= 4"
       }
     },
+    "node_modules/recharts": {
+      "version": "3.8.0",
+      "resolved": "https://registry.npmjs.org/recharts/-/recharts-3.8.0.tgz",
+      "integrity": "sha512-Z/m38DX3L73ExO4Tpc9/iZWHmHnlzWG4njQbxsF5aSjwqmHNDDIm0rdEBArkwsBvR8U6EirlEHiQNYWCVh9sGQ==",
+      "license": "MIT",
+      "workspaces": [
+        "www"
+      ],
+      "dependencies": {
+        "@reduxjs/toolkit": "^1.9.0 || 2.x.x",
+        "clsx": "^2.1.1",
+        "decimal.js-light": "^2.5.1",
+        "es-toolkit": "^1.39.3",
+        "eventemitter3": "^5.0.1",
+        "immer": "^10.1.1",
+        "react-redux": "8.x.x || 9.x.x",
+        "reselect": "5.1.1",
+        "tiny-invariant": "^1.3.3",
+        "use-sync-external-store": "^1.2.2",
+        "victory-vendor": "^37.0.2"
+      },
+      "engines": {
+        "node": ">=18"
+      },
+      "peerDependencies": {
+        "react": "^16.8.0 || ^17.0.0 || ^18.0.0 || ^19.0.0",
+        "react-dom": "^16.0.0 || ^17.0.0 || ^18.0.0 || ^19.0.0",
+        "react-is": "^16.8.0 || ^17.0.0 || ^18.0.0 || ^19.0.0"
+      }
+    },
+    "node_modules/redux": {
+      "version": "5.0.1",
+      "resolved": "https://registry.npmjs.org/redux/-/redux-5.0.1.tgz",
+      "integrity": "sha512-M9/ELqF6fy8FwmkpnF0S3YKOqMyoWJ4+CS5Efg2ct3oY9daQvd/Pc71FpGZsVsbl3Cpb+IIcjBDUnnyBdQbq4w==",
+      "license": "MIT"
+    },
+    "node_modules/redux-thunk": {
+      "version": "3.1.0",
+      "resolved": "https://registry.npmjs.org/redux-thunk/-/redux-thunk-3.1.0.tgz",
+      "integrity": "sha512-NW2r5T6ksUKXCabzhL9z+h206HQw/NJkcLm1GPImRQ8IzfXwRGqjVhKJGauHirT0DAuyy6hjdnMZaRoAcy0Klw==",
+      "license": "MIT",
+      "peerDependencies": {
+        "redux": "^5.0.0"
+      }
+    },
     "node_modules/reflect.getprototypeof": {
       "version": "1.0.10",
       "resolved": "https://registry.npmjs.org/reflect.getprototypeof/-/reflect.getprototypeof-1.0.10.tgz",
@@ -10856,6 +11197,12 @@
         "node": ">=0.10.0"
       }
     },
+    "node_modules/reselect": {
+      "version": "5.1.1",
+      "resolved": "https://registry.npmjs.org/reselect/-/reselect-5.1.1.tgz",
+      "integrity": "sha512-K/BG6eIky/SBpzfHZv/dd+9JBFiS4SWV7FIujVyJRux6e45+73RaUHXLmIR1f7WOMaQ0U1km6qwklRQxpJJY0w==",
+      "license": "MIT"
+    },
     "node_modules/resolve": {
       "version": "2.0.0-next.7",
       "resolved": "https://registry.npmjs.org/resolve/-/resolve-2.0.0-next.7.tgz",
@@ -12405,6 +12752,28 @@
         "react-dom": "^16.8 || ^17.0 || ^18.0 || ^19.0.0 || ^19.0.0-rc"
       }
     },
+    "node_modules/victory-vendor": {
+      "version": "37.4.1",
+      "resolved": "https://registry.npmjs.org/victory-vendor/-/victory-vendor-37.4.1.tgz",
+      "integrity": "sha512-geV4p2GVfVM9lgm9ZRS3pvsbAPS+BUGhM9W9nPzPHTKi+/+KjNrFXdgP6KkG+XspNZuvcXmchcrtklfuQ4gniw==",
+      "license": "MIT AND ISC AND BSD-3-Clause",
+      "dependencies": {
+        "@types/d3-array": "^3.0.3",
+        "@types/d3-ease": "^3.0.0",
+        "@types/d3-interpolate": "^3.0.1",
+        "@types/d3-scale": "^4.0.2",
+        "@types/d3-shape": "^3.1.0",
+        "@types/d3-time": "^3.0.0",
+        "@types/d3-timer": "^3.0.0",
+        "d3-array": "^3.1.6",
+        "d3-ease": "^3.0.1",
+        "d3-interpolate": "^3.0.1",
+        "d3-scale": "^4.0.2",
+        "d3-shape": "^3.1.0",
+        "d3-time": "^3.0.0",
+        "d3-timer": "^3.0.1"
+      }
+    },
     "node_modules/vite": {
       "version": "8.3.5",
       "resolved": "https://registry.npmjs.org/vite/-/vite-8.3.5.tgz",

package.json

@@ -1,6 +1,6 @@
 {
   "name": "butcem",
-  "version": "0.8.0",
+  "version": "0.9.0",
   "private": true,
   "description": "BÜTÇEM — aile bütçe, cari, birikim, ev stoğu ve akıllı alışveriş uygulaması",
   "engines": {
@@ -42,6 +42,7 @@
     "react": "^19.3.1",
     "react-dom": "^19.3.1",
     "react-hook-form": "^7.91.0",
+    "recharts": "^3.8.0",
     "server-only": "^0.0.1",
     "shadcn": "^4.23.0",
     "sharp": "^0.35.5",

scripts/migrations/009-assets.ts

@@ -0,0 +1,15 @@
+import { AssetModel } from "@/models/asset";
+import { AssetMovementModel } from "@/models/asset-movement";
+import type { Migration } from "./types";
+
+export const migration: Migration = {
+  name: "009-assets",
+  description: "assets ve assetMovements index'leri; işlemlerde varlık alanları",
+  async up(db) {
+    await db
+      .collection("transactions")
+      .updateMany({ assetId: { $exists: false } }, { $set: { assetId: null } });
+    await AssetModel.createIndexes();
+    await AssetMovementModel.createIndexes();
+  },
+};

scripts/migrations/index.ts

@@ -8,10 +8,11 @@ import { migration as m005 } from "./005-recurring";
 import { migration as m006 } from "./006-card-statements";
 import { migration as m007 } from "./007-contacts";
 import { migration as m008 } from "./008-in-kind";
+import { migration as m009 } from "./009-assets";
 import type { Migration } from "./types";
 
 /** Sıralı migration listesi. Yeni migration: dosyayı ekle ve buraya sırayla ekle. */
-export const MIGRATIONS: Migration[] = [m001, m002, m003, m004, m005, m006, m007, m008];
+export const MIGRATIONS: Migration[] = [m001, m002, m003, m004, m005, m006, m007, m008, m009];
 
 const COLLECTION = "migrations";
 

scripts/seed/assets.ts

@@ -0,0 +1,162 @@
+import type { Types } from "mongoose";
+import { addMovement, createAsset } from "@/features/assets/service";
+import { AccountModel } from "@/models/account";
+import { AssetModel } from "@/models/asset";
+import { AssetMovementModel } from "@/models/asset-movement";
+import { TransactionModel } from "@/models/transaction";
+import type { AssetKey } from "@/shared/assets";
+import { todayIstanbul } from "@/shared/dates";
+import type { MovementKind } from "@/shared/portfolio";
+import { addDays } from "@/shared/recurrence";
+import { assetFormSchema, movementFormSchema } from "@/shared/schemas/asset";
+
+/**
+ * Örnek varlıklar (Faz 9a). Tutarı boş alımlar fiyat tablosundaki örnek fiyatlardan (seedInKind
+ * önce çalışır) hesaplanır. İdempotent: varlık `seedRef` ile bir kez oluşturulur.
+ */
+
+type SeedMovement = {
+  kind: MovementKind;
+  daysAgo: number;
+  quantity: string;
+  amount?: string;
+  account?: string;
+  storage?: string;
+  note?: string;
+};
+
+type SeedAsset = {
+  ref: string;
+  household: string;
+  by: string;
+  assetKey: AssetKey;
+  name: string;
+  isPrivate?: boolean;
+  note?: string;
+  movements: SeedMovement[];
+};
+
+const monthly = (from: number, to: number): SeedMovement[] =>
+  Array.from({ length: to - from + 1 }, (_, i) => ({
+    kind: "buy" as const,
+    daysAgo: (to - i) * 30 + 2,
+    quantity: "1",
+    account: "Ziraat Maaş",
+    storage: "Ev kasası",
+  }));
+
+const ITEMS: SeedAsset[] = [
+  {
+    ref: "gram-altin",
+    household: "Çakır Ailesi",
+    by: "ayse",
+    assetKey: "gram_gold",
+    name: "Gram altın birikimi",
+    note: "Her ay maaştan 1 gr",
+    movements: [
+      {
+        kind: "buy",
+        daysAgo: 178,
+        quantity: "4",
+        account: "Birikim (Vadeli)",
+        storage: "Ev kasası",
+        note: "İlk alım",
+      },
+      ...monthly(1, 5),
+      { kind: "sell", daysAgo: 12, quantity: "2", account: "Birikim (Vadeli)", note: "Tatil için" },
+    ],
+  },
+  {
+    ref: "ziynet",
+    household: "Çakır Ailesi",
+    by: "admin",
+    assetKey: "quarter_gold",
+    name: "Düğün ziynetleri",
+    movements: [
+      {
+        kind: "gift_in",
+        daysAgo: 175,
+        quantity: "6",
+        storage: "Banka kiralık kasa",
+        note: "Düğün takıları",
+      },
+      { kind: "gift_out", daysAgo: 40, quantity: "1", note: "Yeğenin düğünü" },
+    ],
+  },
+  {
+    ref: "emre-dolar",
+    household: "Çakır Ailesi",
+    by: "emre",
+    assetKey: "usd",
+    name: "Dolar",
+    isPrivate: true,
+    movements: [
+      { kind: "buy", daysAgo: 120, quantity: "200", account: "Ziraat Maaş", storage: "Cüzdan" },
+    ],
+  },
+  {
+    ref: "bilezik",
+    household: "Annemler",
+    by: "fatma",
+    assetKey: "bracelet_22k",
+    name: "Bilezikler",
+    note: "Fiyat tablosunda bilezik fiyatı yok (örnek: fiyatsız varlık)",
+    movements: [{ kind: "gift_in", daysAgo: 160, quantity: "40", amount: "120.000" }],
+  },
+];
+
+export async function seedAssets(
+  householdIds: Map<string, Types.ObjectId>,
+  userIds: Map<string, string>,
+): Promise<number> {
+  const today = todayIstanbul();
+  let created = 0;
+  for (const x of ITEMS) {
+    const householdId = householdIds.get(x.household)!;
+    const seedRef = `asset:${x.ref}`;
+    if (await AssetModel.exists({ householdId, seedRef })) continue;
+    const by = userIds.get(x.by)!;
+    const hh = String(householdId);
+    const r = await createAsset(
+      by,
+      hh,
+      assetFormSchema.parse({
+        assetKey: x.assetKey,
+        name: x.name,
+        note: x.note ?? "",
+        isPrivate: x.isPrivate ?? false,
+      }),
+    );
+    if (!r.ok) throw new Error(`Seed varlığı oluşturulamadı (${x.ref}): ${r.error}`);
+    await AssetModel.updateOne({ _id: r.data.id }, { $set: { seedRef } });
+    for (const [i, m] of x.movements.entries()) {
+      const account = m.account
+        ? String((await AccountModel.findOne({ householdId, name: m.account }).lean())!._id)
+        : "";
+      const res = await addMovement(
+        by,
+        hh,
+        r.data.id,
+        movementFormSchema.parse({
+          kind: m.kind,
+          date: addDays(today, -m.daysAgo),
+          quantity: m.quantity,
+          amount: m.amount ?? "",
+          accountId: account,
+          storage: m.storage ?? "",
+          note: m.note ?? "",
+        }),
+      );
+      if (!res.ok) throw new Error(`Seed varlık hareketi eklenemedi (${x.ref}): ${res.error}`);
+      const ref = `${seedRef}:${i}`;
+      const mv = await AssetMovementModel.findOneAndUpdate(
+        { _id: res.data.id },
+        { $set: { seedRef: ref } },
+      ).lean();
+      if (mv?.transactionId)
+        await TransactionModel.updateOne({ _id: mv.transactionId }, { $set: { seedRef: ref } });
+    }
+    created++;
+  }
+  return created;
+}

scripts/seed/run.int.test.ts

@@ -32,6 +32,7 @@ describe("seed", () => {
     expect(summary.created.categories).toBeGreaterThan(40);
     expect(summary.created.accounts).toBe(7);
     expect(summary.created.transactions).toBeGreaterThan(150);
+    expect(summary.created.assets).toBe(4);
     expect(await getDb().collection("user").countDocuments()).toBe(SEED_USERS.length + 1);
     expect(await HouseholdMemberModel.countDocuments()).toBe(memberCount);
   });
@@ -49,6 +50,7 @@ describe("seed", () => {
       installmentPlans: 0,
       contacts: 0,
       inKind: 0,
+      assets: 0,
     });
     expect(await getDb().collection("user").countDocuments()).toBe(SEED_USERS.length + 1);
     expect(await HouseholdModel.countDocuments()).toBe(SEED_HOUSEHOLDS.length);

scripts/seed/run.ts

@@ -11,6 +11,7 @@ import { HouseholdMemberModel } from "@/models/household-member";
 import { storedEmail } from "@/shared/account-email";
 import { runMigrations } from "../migrations";
 import { seedContacts } from "./contacts";
+import { seedAssets } from "./assets";
 import { seedInKind } from "./in-kind";
 import { seedInstallments } from "./installments";
 import { seedRecurring } from "./recurring";
@@ -51,6 +52,7 @@ export type SeedSummary = {
     installmentPlans: number;
     contacts: number;
     inKind: number;
+    assets: number;
   };
   accounts: SeedAccountRow[];
 };
@@ -71,6 +73,8 @@ const DOMAIN_COLLECTIONS = [
   "contacts",
   "assetPrices",
   "inKindDebts",
+  "assets",
+  "assetMovements",
 ];
 
 type AuthApi = ReturnType<typeof getAuth>["api"];
@@ -124,6 +128,7 @@ export async function runSeed({
       installmentPlans: 0,
       contacts: 0,
       inKind: 0,
+      assets: 0,
     },
     accounts: [],
   };
@@ -302,6 +307,8 @@ export async function runSeed({
   if (summary.created.contacts) log(`✓ Örnek cariler: ${summary.created.contacts}`);
   summary.created.inKind = await seedInKind(householdIds, userIdMap);
   if (summary.created.inKind) log(`✓ Örnek aynî kayıtlar ve fiyatlar: ${summary.created.inKind}`);
+  summary.created.assets = await seedAssets(householdIds, userIdMap);
+  if (summary.created.assets) log(`✓ Örnek varlıklar: ${summary.created.assets}`);
 
   // 7) Geliştirme hesapları tablosu
   const all = [

src/app/(app)/birikim/[id]/page.tsx

@@ -0,0 +1,36 @@
+import type { Metadata } from "next";
+import { notFound } from "next/navigation";
+import { AssetDetailView } from "@/features/assets/components/asset-detail-view";
+import { PeriodReportView } from "@/features/assets/components/period-report";
+import {
+  getAsset,
+  getPeriodReport,
+  REPORT_RANGES,
+  type ReportRange,
+} from "@/features/assets/service";
+import { tr } from "@/i18n/tr";
+import { requireActiveHousehold } from "@/lib/dal";
+
+export const metadata: Metadata = { title: tr.assets.history };
+
+/** /birikim/:id — varlık hareketleri ve dönemsel rapor (gizli varlık yalnızca sahibine; aksi 404). */
+export default async function AssetPage({ params, searchParams }: PageProps<"/birikim/[id]">) {
+  const { user, household } = await requireActiveHousehold("viewer");
+  const { id } = await params;
+  const donem = (await searchParams).donem;
+  const range: ReportRange = REPORT_RANGES.includes(donem as ReportRange)
+    ? (donem as ReportRange)
+    : "6";
+  const [data, report] = await Promise.all([
+    getAsset(user.id, household.id, id),
+    getPeriodReport(user.id, household.id, range, id),
+  ]);
+  if (!data || !report) notFound();
+  return (
+    <AssetDetailView
+      key={id}
+      data={data}
+      report={<PeriodReportView report={report} range={range} basePath={`/birikim/${id}`} />}
+    />
+  );
+}

src/app/(app)/birikim/page.tsx

@@ -0,0 +1,46 @@
+import type { Metadata } from "next";
+import { notFound } from "next/navigation";
+import { PageHeader } from "@/components/page-header";
+import { AssetsView } from "@/features/assets/components/assets-view";
+import { PeriodReportView } from "@/features/assets/components/period-report";
+import {
+  getPeriodReport,
+  listAssets,
+  REPORT_RANGES,
+  type ReportRange,
+} from "@/features/assets/service";
+import { NetWorthCard } from "@/features/net-worth/components/net-worth-card";
+import { getNetWorth } from "@/features/net-worth/service";
+import { tr } from "@/i18n/tr";
+import { requireActiveHousehold } from "@/lib/dal";
+
+export const metadata: Metadata = { title: tr.assets.title };
+
+function parseRange(value: string | string[] | undefined): ReportRange {
+  return REPORT_RANGES.includes(value as ReportRange) ? (value as ReportRange) : "6";
+}
+
+/** /birikim — net varlık, varlıklar (ortalama maliyet, K/Z) ve dönemsel rapor. */
+export default async function AssetsPage({ searchParams }: PageProps<"/birikim">) {
+  const { user, household } = await requireActiveHousehold("viewer");
+  const range = parseRange((await searchParams).donem);
+  const [data, report, netWorth] = await Promise.all([
+    listAssets(user.id, household.id),
+    getPeriodReport(user.id, household.id, range),
+    getNetWorth(user.id, household.id),
+  ]);
+  if (!data || !report || !netWorth) notFound();
+  return (
+    <>
+      <PageHeader title={tr.assets.title} description={tr.assets.description} />
+      <section aria-labelledby="net-worth-title" className="flex flex-col gap-2">
+        <h2 id="net-worth-title" className="text-base font-medium">
+          {tr.assets.netWorth.title}
+        </h2>
+        <NetWorthCard data={netWorth} />
+      </section>
+      <AssetsView items={data.items} totals={data.totals} canWrite={data.canWrite} />
+      <PeriodReportView report={report} range={range} basePath="/birikim" />
+    </>
+  );
+}

src/app/(app)/dashboard/page.tsx

@@ -1,9 +1,11 @@
 import type { Metadata } from "next";
+import Link from "next/link";
 import { Suspense } from "react";
 import { PageHeader } from "@/components/page-header";
 import { Card, CardContent, CardDescription, CardHeader, CardTitle } from "@/components/ui/card";
 import { SummaryCardsSkeleton } from "@/features/dashboard/components/summary-cards-skeleton";
 import { ContactsDueBanner } from "@/features/contacts/components/due-banner";
+import { getNetWorth } from "@/features/net-worth/service";
 import { OverdueBanner } from "@/features/recurring/components/overdue-banner";
 import { tr } from "@/i18n/tr";
 import { requireActiveHousehold } from "@/lib/dal";
@@ -16,22 +18,27 @@ type SummaryCard = {
   key: keyof typeof tr.dashboard.cards;
   tone?: string;
   amountMinor: number | null;
+  href?: string;
 };
 
-/** FAZ 14: gerçek özet verisi (gelir, gider, bakiye, kart borcu, net varlık). */
+/**
-async function getSummary(): Promise<SummaryCard[]> {
+ * Özet kartları. Bakiye, kart borcu ve net varlık gerçek (Faz 9); bu ayın gelir/gider/kalan
+ * kartları Faz 14'te dolar.
+ */
+async function getSummary(userId: string, householdId: string): Promise<SummaryCard[]> {
+  const nw = await getNetWorth(userId, householdId);
   return [
     { key: "monthIncome", tone: "text-income", amountMinor: null },
     { key: "monthExpense", tone: "text-expense", amountMinor: null },
     { key: "monthRemaining", tone: "text-budget", amountMinor: null },
-    { key: "totalBalance", amountMinor: null },
+    { key: "totalBalance", amountMinor: nw?.accountsMinor ?? null, href: "/hesaplar" },
-    { key: "cardDebt", tone: "text-expense", amountMinor: null },
+    { key: "cardDebt", tone: "text-expense", amountMinor: nw?.cardDebtMinor ?? null },
-    { key: "netWorth", amountMinor: null },
+    { key: "netWorth", amountMinor: nw?.totalMinor ?? null, href: "/birikim" },
   ];
 }
 
-async function SummaryCards() {
+async function SummaryCards({ userId, householdId }: { userId: string; householdId: string }) {
-  const cards = await getSummary();
+  const cards = await getSummary(userId, householdId);
   return (
     <div className="grid grid-cols-2 gap-3 lg:grid-cols-3 xl:grid-cols-6">
       {cards.map((c) => (
@@ -39,7 +46,15 @@ async function SummaryCards() {
           <CardHeader>
             <CardDescription>{tr.dashboard.cards[c.key]}</CardDescription>
             <CardTitle className={cn("text-lg tabular-nums", c.tone)}>
-              {c.amountMinor === null ? "—" : formatMoney(c.amountMinor)}
+              {c.amountMinor === null ? (
+                "—"
+              ) : c.href ? (
+                <Link href={c.href} className="hover:underline">
+                  {formatMoney(c.amountMinor)}
+                </Link>
+              ) : (
+                formatMoney(c.amountMinor)
+              )}
             </CardTitle>
           </CardHeader>
           {c.amountMinor === null ? (
@@ -68,7 +83,7 @@ export default async function DashboardPage() {
         <ContactsDueBanner userId={user.id} householdId={household.id} />
       </Suspense>
       <Suspense fallback={<SummaryCardsSkeleton />}>
-        <SummaryCards />
+        <SummaryCards userId={user.id} householdId={household.id} />
       </Suspense>
     </>
   );

src/components/layout/nav-config.ts

@@ -27,7 +27,7 @@ export type NavItem = {
 
 /** Şu an tamamlanmış en yüksek faz — sayfalar eklendikçe artar. */
 /** Alt fazlar ondalıkla: 6.1 = Faz 6a. */
-export const CURRENT_PHASE = 8.2;
+export const CURRENT_PHASE = 9.2;
 
 export const isAvailable = (item: NavItem) => item.phase <= CURRENT_PHASE;
 
@@ -38,7 +38,7 @@ export const MAIN_NAV: NavItem[] = [
   { href: "/kategoriler", label: tr.nav.categories, icon: Tags, phase: 6.1 },
   { href: "/planli", label: tr.nav.planned, icon: CalendarClock, phase: 7.1 },
   { href: "/cari", label: tr.nav.contacts, icon: Users, phase: 8.1 },
-  { href: "/birikim", label: tr.nav.savings, icon: Coins, phase: 9 },
+  { href: "/birikim", label: tr.nav.savings, icon: Coins, phase: 9.1 },
   { href: "/butce", label: tr.nav.budget, icon: Target, phase: 10 },
   { href: "/stok", label: tr.nav.stock, icon: Package, phase: 11 },
   { href: "/alisveris", label: tr.nav.shopping, icon: ShoppingCart, phase: 13 },

src/components/ui/chart.tsx

@@ -0,0 +1,338 @@
+"use client";
+
+import * as React from "react";
+import { cn } from "@/lib/utils";
+import * as RechartsPrimitive from "recharts";
+import type { TooltipValueType } from "recharts";
+
+// Format: { THEME_NAME: CSS_SELECTOR }
+const THEMES = { light: "", dark: ".dark" } as const;
+
+const INITIAL_DIMENSION = { width: 320, height: 200 } as const;
+type TooltipNameType = number | string;
+
+export type ChartConfig = Record<
+  string,
+  {
+    label?: React.ReactNode;
+    icon?: React.ComponentType;
+  } & (
+    | { color?: string; theme?: never }
+    | { color?: never; theme: Record<keyof typeof THEMES, string> }
+  )
+>;
+
+type ChartContextProps = {
+  config: ChartConfig;
+};
+
+const ChartContext = React.createContext<ChartContextProps | null>(null);
+
+function useChart() {
+  const context = React.useContext(ChartContext);
+
+  if (!context) {
+    throw new Error("useChart must be used within a <ChartContainer />");
+  }
+
+  return context;
+}
+
+function ChartContainer({
+  id,
+  className,
+  children,
+  config,
+  initialDimension = INITIAL_DIMENSION,
+  ...props
+}: React.ComponentProps<"div"> & {
+  config: ChartConfig;
+  children: React.ComponentProps<typeof RechartsPrimitive.ResponsiveContainer>["children"];
+  initialDimension?: {
+    width: number;
+    height: number;
+  };
+}) {
+  const uniqueId = React.useId();
+  const chartId = `chart-${id ?? uniqueId.replace(/:/g, "")}`;
+
+  return (
+    <ChartContext.Provider value={{ config }}>
+      <div
+        data-slot="chart"
+        data-chart={chartId}
+        className={cn(
+          "flex aspect-video justify-center text-xs [&_.recharts-cartesian-axis-tick_text]:fill-muted-foreground [&_.recharts-cartesian-grid_line[stroke='#ccc']]:stroke-border/50 [&_.recharts-curve.recharts-tooltip-cursor]:stroke-border [&_.recharts-dot[stroke='#fff']]:stroke-transparent [&_.recharts-layer]:outline-hidden [&_.recharts-polar-grid_[stroke='#ccc']]:stroke-border [&_.recharts-radial-bar-background-sector]:fill-muted [&_.recharts-rectangle.recharts-tooltip-cursor]:fill-muted [&_.recharts-reference-line_[stroke='#ccc']]:stroke-border [&_.recharts-sector]:outline-hidden [&_.recharts-sector[stroke='#fff']]:stroke-transparent [&_.recharts-surface]:outline-hidden",
+          className,
+        )}
+        {...props}
+      >
+        <ChartStyle id={chartId} config={config} />
+        <RechartsPrimitive.ResponsiveContainer initialDimension={initialDimension}>
+          {children}
+        </RechartsPrimitive.ResponsiveContainer>
+      </div>
+    </ChartContext.Provider>
+  );
+}
+
+const ChartStyle = ({ id, config }: { id: string; config: ChartConfig }) => {
+  const colorConfig = Object.entries(config).filter(([, config]) => config.theme ?? config.color);
+
+  if (!colorConfig.length) {
+    return null;
+  }
+
+  return (
+    <style
+      dangerouslySetInnerHTML={{
+        __html: Object.entries(THEMES)
+          .map(
+            ([theme, prefix]) => `
+${prefix} [data-chart=${id}] {
+${colorConfig
+  .map(([key, itemConfig]) => {
+    const color = itemConfig.theme?.[theme as keyof typeof itemConfig.theme] ?? itemConfig.color;
+    return color ? `  --color-${key}: ${color};` : null;
+  })
+  .join("\n")}
+}
+`,
+          )
+          .join("\n"),
+      }}
+    />
+  );
+};
+
+const ChartTooltip = RechartsPrimitive.Tooltip;
+
+function ChartTooltipContent({
+  active,
+  payload,
+  className,
+  indicator = "dot",
+  hideLabel = false,
+  hideIndicator = false,
+  label,
+  labelFormatter,
+  labelClassName,
+  formatter,
+  color,
+  nameKey,
+  labelKey,
+}: React.ComponentProps<typeof RechartsPrimitive.Tooltip> &
+  React.ComponentProps<"div"> & {
+    hideLabel?: boolean;
+    hideIndicator?: boolean;
+    indicator?: "line" | "dot" | "dashed";
+    nameKey?: string;
+    labelKey?: string;
+  } & Omit<
+    RechartsPrimitive.DefaultTooltipContentProps<TooltipValueType, TooltipNameType>,
+    "accessibilityLayer"
+  >) {
+  const { config } = useChart();
+
+  const tooltipLabel = React.useMemo(() => {
+    if (hideLabel || !payload?.length) {
+      return null;
+    }
+
+    const [item] = payload;
+    const key = `${labelKey ?? item?.dataKey ?? item?.name ?? "value"}`;
+    const itemConfig = getPayloadConfigFromPayload(config, item, key);
+    const value =
+      !labelKey && typeof label === "string" ? (config[label]?.label ?? label) : itemConfig?.label;
+
+    if (labelFormatter) {
+      return (
+        <div className={cn("font-medium", labelClassName)}>{labelFormatter(value, payload)}</div>
+      );
+    }
+
+    if (!value) {
+      return null;
+    }
+
+    return <div className={cn("font-medium", labelClassName)}>{value}</div>;
+  }, [label, labelFormatter, payload, hideLabel, labelClassName, config, labelKey]);
+
+  if (!active || !payload?.length) {
+    return null;
+  }
+
+  const nestLabel = payload.length === 1 && indicator !== "dot";
+
+  return (
+    <div
+      className={cn(
+        "grid min-w-32 items-start gap-1.5 rounded-lg border border-border/50 bg-background px-2.5 py-1.5 text-xs shadow-xl",
+        className,
+      )}
+    >
+      {!nestLabel ? tooltipLabel : null}
+      <div className="grid gap-1.5">
+        {payload
+          .filter((item) => item.type !== "none")
+          .map((item, index) => {
+            const key = `${nameKey ?? item.name ?? item.dataKey ?? "value"}`;
+            const itemConfig = getPayloadConfigFromPayload(config, item, key);
+            const indicatorColor = color ?? item.payload?.fill ?? item.color;
+
+            return (
+              <div
+                key={index}
+                className={cn(
+                  "flex w-full flex-wrap items-stretch gap-2 [&>svg]:h-2.5 [&>svg]:w-2.5 [&>svg]:text-muted-foreground",
+                  indicator === "dot" && "items-center",
+                )}
+              >
+                {formatter && item?.value !== undefined && item.name ? (
+                  formatter(item.value, item.name, item, index, item.payload)
+                ) : (
+                  <>
+                    {itemConfig?.icon ? (
+                      <itemConfig.icon />
+                    ) : (
+                      !hideIndicator && (
+                        <div
+                          className={cn(
+                            "shrink-0 rounded-[2px] border-(--color-border) bg-(--color-bg)",
+                            {
+                              "h-2.5 w-2.5": indicator === "dot",
+                              "w-1": indicator === "line",
+                              "w-0 border-[1.5px] border-dashed bg-transparent":
+                                indicator === "dashed",
+                              "my-0.5": nestLabel && indicator === "dashed",
+                            },
+                          )}
+                          style={
+                            {
+                              "--color-bg": indicatorColor,
+                              "--color-border": indicatorColor,
+                            } as React.CSSProperties
+                          }
+                        />
+                      )
+                    )}
+                    <div
+                      className={cn(
+                        "flex flex-1 justify-between leading-none",
+                        nestLabel ? "items-end" : "items-center",
+                      )}
+                    >
+                      <div className="grid gap-1.5">
+                        {nestLabel ? tooltipLabel : null}
+                        <span className="text-muted-foreground">
+                          {itemConfig?.label ?? item.name}
+                        </span>
+                      </div>
+                      {item.value != null && (
+                        <span className="font-mono font-medium text-foreground tabular-nums">
+                          {typeof item.value === "number"
+                            ? item.value.toLocaleString()
+                            : String(item.value)}
+                        </span>
+                      )}
+                    </div>
+                  </>
+                )}
+              </div>
+            );
+          })}
+      </div>
+    </div>
+  );
+}
+
+const ChartLegend = RechartsPrimitive.Legend;
+
+function ChartLegendContent({
+  className,
+  hideIcon = false,
+  payload,
+  verticalAlign = "bottom",
+  nameKey,
+}: React.ComponentProps<"div"> & {
+  hideIcon?: boolean;
+  nameKey?: string;
+} & RechartsPrimitive.DefaultLegendContentProps) {
+  const { config } = useChart();
+
+  if (!payload?.length) {
+    return null;
+  }
+
+  return (
+    <div
+      className={cn(
+        "flex items-center justify-center gap-4",
+        verticalAlign === "top" ? "pb-3" : "pt-3",
+        className,
+      )}
+    >
+      {payload
+        .filter((item) => item.type !== "none")
+        .map((item, index) => {
+          const key = `${nameKey ?? item.dataKey ?? "value"}`;
+          const itemConfig = getPayloadConfigFromPayload(config, item, key);
+
+          return (
+            <div
+              key={index}
+              className={cn(
+                "flex items-center gap-1.5 [&>svg]:h-3 [&>svg]:w-3 [&>svg]:text-muted-foreground",
+              )}
+            >
+              {itemConfig?.icon && !hideIcon ? (
+                <itemConfig.icon />
+              ) : (
+                <div
+                  className="h-2 w-2 shrink-0 rounded-[2px]"
+                  style={{
+                    backgroundColor: item.color,
+                  }}
+                />
+              )}
+              {itemConfig?.label}
+            </div>
+          );
+        })}
+    </div>
+  );
+}
+
+function getPayloadConfigFromPayload(config: ChartConfig, payload: unknown, key: string) {
+  if (typeof payload !== "object" || payload === null) {
+    return undefined;
+  }
+
+  const payloadPayload =
+    "payload" in payload && typeof payload.payload === "object" && payload.payload !== null
+      ? payload.payload
+      : undefined;
+
+  let configLabelKey: string = key;
+
+  if (key in payload && typeof payload[key as keyof typeof payload] === "string") {
+    configLabelKey = payload[key as keyof typeof payload] as string;
+  } else if (
+    payloadPayload &&
+    key in payloadPayload &&
+    typeof payloadPayload[key as keyof typeof payloadPayload] === "string"
+  ) {
+    configLabelKey = payloadPayload[key as keyof typeof payloadPayload] as string;
+  }
+
+  return configLabelKey in config ? config[configLabelKey] : config[key];
+}
+
+export {
+  ChartContainer,
+  ChartTooltip,
+  ChartTooltipContent,
+  ChartLegend,
+  ChartLegendContent,
+  ChartStyle,
+};

src/features/assets/actions.ts

@@ -0,0 +1,87 @@
+"use server";
+
+import { revalidatePath } from "next/cache";
+import { z } from "zod";
+import { tr } from "@/i18n/tr";
+import { fail, ok, type ActionResult } from "@/lib/action-result";
+import { getHouseholdActionContext } from "@/lib/dal";
+import { assetFormSchema, movementFormSchema } from "@/shared/schemas/asset";
+import {
+  addMovement,
+  createAsset,
+  deleteAsset,
+  deleteMovement,
+  listAssets,
+  updateAsset,
+} from "./service";
+
+const idSchema = z.string().regex(/^[a-f0-9]{24}$/i);
+
+function fieldErrors(error: z.ZodError) {
+  const out: Record<string, string> = {};
+  for (const issue of error.issues) {
+    const key = issue.path.join(".");
+    if (key && !out[key]) out[key] = issue.message;
+  }
+  return out;
+}
+
+async function run<T>(
+  schema: z.ZodType<T>,
+  input: unknown,
+  fn: (userId: string, householdId: string, data: T) => Promise<ActionResult<unknown>>,
+): Promise<ActionResult<unknown>> {
+  const ctx = await getHouseholdActionContext("member");
+  if (!ctx) return fail(tr.common.unauthorized);
+  const parsed = schema.safeParse(input);
+  if (!parsed.success) return fail(tr.adminUsers.errors.checkFields, fieldErrors(parsed.error));
+  const result = await fn(ctx.user.id, ctx.household.id, parsed.data);
+  if (result.ok) revalidatePath("/", "layout");
+  return result;
+}
+
+/** Yeni varlık (assetId boş) veya mevcut varlığı düzenle. */
+export async function saveAssetAction(assetId: unknown, input: unknown) {
+  if (assetId) {
+    const id = idSchema.safeParse(assetId);
+    if (!id.success) return fail(tr.common.notFound);
+    return run(assetFormSchema, input, (u, h, d) => updateAsset(u, h, id.data, d));
+  }
+  return run(assetFormSchema, input, createAsset);
+}
+
+export async function deleteAssetAction(assetId: unknown) {
+  const id = idSchema.safeParse(assetId);
+  if (!id.success) return fail(tr.common.notFound);
+  return run(z.unknown(), null, (u, h) => deleteAsset(u, h, id.data));
+}
+
+export async function addMovementAction(assetId: unknown, input: unknown) {
+  const id = idSchema.safeParse(assetId);
+  if (!id.success) return fail(tr.common.notFound);
+  return run(movementFormSchema, input, (u, h, d) => addMovement(u, h, id.data, d));
+}
+
+export async function deleteMovementAction(movementId: unknown) {
+  const id = idSchema.safeParse(movementId);
+  if (!id.success) return fail(tr.common.notFound);
+  return run(z.unknown(), null, (u, h) => deleteMovement(u, h, id.data));
+}
+
+export type AssetOption = { id: string; name: string; assetKey: string; quantity: number };
+
+/** Aynî ödeme diyaloğu için görünür varlıklar (ad, tür, eldeki miktar). */
+export async function getAssetOptionsAction(): Promise<ActionResult<AssetOption[]>> {
+  const ctx = await getHouseholdActionContext("viewer");
+  if (!ctx) return fail(tr.common.unauthorized);
+  const data = await listAssets(ctx.user.id, ctx.household.id);
+  if (!data) return fail(tr.common.unauthorized);
+  return ok(
+    data.items.map((a) => ({
+      id: a.id,
+      name: a.name,
+      assetKey: a.assetKey,
+      quantity: a.summary.quantity,
+    })),
+  );
+}

src/features/assets/components/asset-detail-view.tsx

@@ -0,0 +1,316 @@
+"use client";
+
+import {
+  ArrowLeft,
+  EllipsisVertical,
+  Gift,
+  HandCoins,
+  Lock,
+  Pencil,
+  ShoppingBag,
+  Trash2,
+} from "lucide-react";
+import Link from "next/link";
+import { useRouter } from "next/navigation";
+import { useState } from "react";
+import { toast } from "sonner";
+import { PageHeader } from "@/components/page-header";
+import {
+  AlertDialog,
+  AlertDialogCancel,
+  AlertDialogContent,
+  AlertDialogDescription,
+  AlertDialogFooter,
+  AlertDialogHeader,
+  AlertDialogTitle,
+} from "@/components/ui/alert-dialog";
+import { Badge } from "@/components/ui/badge";
+import { Button } from "@/components/ui/button";
+import { Card, CardContent } from "@/components/ui/card";
+import {
+  DropdownMenu,
+  DropdownMenuContent,
+  DropdownMenuItem,
+  DropdownMenuSeparator,
+  DropdownMenuTrigger,
+} from "@/components/ui/dropdown-menu";
+import { tr } from "@/i18n/tr";
+import { ASSETS, formatAssetQuantity } from "@/shared/assets";
+import { formatDate, formatMoney } from "@/shared/format";
+import { isInflow, type MovementKind } from "@/shared/portfolio";
+import { deleteAssetAction, deleteMovementAction } from "../actions";
+import type { AssetDetail, MovementRow } from "../service";
+import { AssetFormDialog, MovementDialog } from "./asset-dialogs";
+import { ProfitLoss, Stat } from "./assets-view";
+
+const t = tr.assets;
+const d = (ymd: string) => formatDate(`${ymd}T12:00:00+03:00`);
+
+type Pending =
+  | { kind: "edit" }
+  | { kind: "movement"; movement: MovementKind }
+  | { kind: "deleteMovement"; row: MovementRow }
+  | { kind: "deleteAsset" }
+  | null;
+
+/** /birikim/:id — özet, hareket ekleme ve hareket geçmişi. */
+export function AssetDetailView({
+  data,
+  report,
+}: {
+  data: AssetDetail;
+  /** Dönemsel rapor (sunucuda hazırlanır). */
+  report?: React.ReactNode;
+}) {
+  const router = useRouter();
+  const [pending, setPending] = useState<Pending>(null);
+  const close = () => setPending(null);
+  const s = data.summary;
+  const unit = ASSETS[data.assetKey].unit;
+
+  return (
+    <div className="flex flex-col gap-4">
+      <Button variant="ghost" size="sm" asChild className="-ml-2 w-fit">
+        <Link href="/birikim">
+          <ArrowLeft />
+          {t.back}
+        </Link>
+      </Button>
+      <PageHeader
+        title={data.name}
+        description={ASSETS[data.assetKey].label}
+        actions={
+          data.canWrite ? (
+            <DropdownMenu modal={false}>
+              <DropdownMenuTrigger asChild>
+                <Button size="icon" variant="outline" aria-label={tr.recurring.actions.more}>
+                  <EllipsisVertical />
+                </Button>
+              </DropdownMenuTrigger>
+              <DropdownMenuContent align="end">
+                <DropdownMenuItem onSelect={() => setPending({ kind: "edit" })}>
+                  <Pencil />
+                  {tr.common.edit}
+                </DropdownMenuItem>
+                <DropdownMenuSeparator />
+                <DropdownMenuItem
+                  variant="destructive"
+                  disabled={data.movementCount > 0}
+                  onSelect={() => setPending({ kind: "deleteAsset" })}
+                >
+                  <Trash2 />
+                  {t.delete}
+                </DropdownMenuItem>
+              </DropdownMenuContent>
+            </DropdownMenu>
+          ) : null
+        }
+      />
+      {data.isPrivate ? (
+        <Badge variant="outline" className="-mt-2 w-fit gap-1">
+          <Lock className="size-3" />
+          {t.privateBadge}
+        </Badge>
+      ) : null}
+
+      <Card size="sm">
+        <CardContent className="flex flex-col gap-3">
+          <div className="grid grid-cols-2 gap-3 sm:grid-cols-4">
+            <Stat label={t.stats.quantity}>{formatAssetQuantity(data.assetKey, s.quantity)}</Stat>
+            <Stat label={t.stats.avgCost}>
+              {s.avgCostMinor !== null
+                ? `${formatMoney(s.avgCostMinor)} ${t.stats.perUnit(unit)}`
+                : "—"}
+            </Stat>
+            <Stat label={t.stats.cost}>{formatMoney(s.costMinor)}</Stat>
+            <Stat label={t.stats.currentValue}>
+              {s.currentValueMinor !== null ? formatMoney(s.currentValueMinor) : t.stats.noPrice}
+            </Stat>
+            <Stat label={t.stats.unrealized}>
+              <ProfitLoss minor={s.unrealizedMinor} bp={s.unrealizedBp} />
+            </Stat>
+            <Stat label={t.stats.realized}>
+              <ProfitLoss minor={s.realizedMinor} />
+            </Stat>
+            <Stat label={t.stats.invested}>{formatMoney(s.investedMinor)}</Stat>
+            <Stat label={t.stats.proceeds}>{formatMoney(s.proceedsMinor)}</Stat>
+          </div>
+          {data.price ? (
+            <p className="text-xs text-muted-foreground">
+              {t.stats.price(formatMoney(data.price.buyMinor), d(data.price.date))} ·{" "}
+              <Link href="/fiyatlar" className="underline-offset-2 hover:underline">
+                {t.prices}
+              </Link>
+            </p>
+          ) : null}
+          {data.storage ? (
+            <p className="text-sm">
+              <span className="text-muted-foreground">{t.movement.storage}:</span> {data.storage}
+            </p>
+          ) : null}
+          {data.note ? <p className="text-sm text-muted-foreground">{data.note}</p> : null}
+          {data.canWrite ? (
+            <div className="flex flex-wrap justify-end gap-2">
+              <Button
+                size="sm"
+                variant="outline"
+                onClick={() => setPending({ kind: "movement", movement: "gift_in" })}
+              >
+                <Gift />
+                {t.kinds.gift_in}
+              </Button>
+              {s.quantity > 0 ? (
+                <Button
+                  size="sm"
+                  variant="outline"
+                  onClick={() => setPending({ kind: "movement", movement: "sell" })}
+                >
+                  <HandCoins />
+                  {t.kinds.sell}
+                </Button>
+              ) : null}
+              <Button size="sm" onClick={() => setPending({ kind: "movement", movement: "buy" })}>
+                <ShoppingBag />
+                {t.kinds.buy}
+              </Button>
+            </div>
+          ) : null}
+        </CardContent>
+      </Card>
+
+      {report}
+
+      <section className="flex flex-col gap-2" aria-labelledby="movements-title">
+        <h2 id="movements-title" className="text-base font-medium">
+          {t.history}
+        </h2>
+        {data.movements.length === 0 ? (
+          <p className="rounded-lg border border-dashed p-6 text-center text-sm text-muted-foreground">
+            {t.noMovements}
+          </p>
+        ) : (
+          <ul className="divide-y rounded-xl border bg-card">
+            {data.movements.map((row) => (
+              <MovementItem
+                key={row.id}
+                row={row}
+                data={data}
+                canWrite={data.canWrite}
+                onDelete={() => setPending({ kind: "deleteMovement", row })}
+              />
+            ))}
+          </ul>
+        )}
+      </section>
+
+      {pending?.kind === "edit" ? <AssetFormDialog item={data} onClose={close} /> : null}
+      {pending?.kind === "movement" ? (
+        <MovementDialog item={data} initialKind={pending.movement} onClose={close} />
+      ) : null}
+      <AlertDialog
+        open={pending?.kind === "deleteMovement" || pending?.kind === "deleteAsset"}
+        onOpenChange={(o) => !o && close()}
+      >
+        <AlertDialogContent>
+          <AlertDialogHeader>
+            <AlertDialogTitle>
+              {pending?.kind === "deleteAsset" ? t.deleteTitle : t.deleteMovementTitle}
+            </AlertDialogTitle>
+            <AlertDialogDescription>
+              {pending?.kind === "deleteAsset" ? t.deleteDescription : t.deleteMovementDescription}
+            </AlertDialogDescription>
+          </AlertDialogHeader>
+          <AlertDialogFooter>
+            <AlertDialogCancel>{tr.common.cancel}</AlertDialogCancel>
+            <Button
+              variant="destructive"
+              onClick={async () => {
+                if (pending?.kind === "deleteAsset") {
+                  const r = await deleteAssetAction(data.id);
+                  close();
+                  if (r.ok) {
+                    toast.success(t.toast.deleted);
+                    router.push("/birikim");
+                  } else toast.error(r.error);
+                } else if (pending?.kind === "deleteMovement") {
+                  const r = await deleteMovementAction(pending.row.id);
+                  close();
+                  if (r.ok) toast.success(t.toast.movementDeleted);
+                  else toast.error(r.error);
+                }
+              }}
+            >
+              {pending?.kind === "deleteAsset" ? t.delete : t.deleteMovement}
+            </Button>
+          </AlertDialogFooter>
+        </AlertDialogContent>
+      </AlertDialog>
+    </div>
+  );
+}
+
+function MovementItem({
+  row,
+  data,
+  canWrite,
+  onDelete,
+}: {
+  row: MovementRow;
+  data: AssetDetail;
+  canWrite: boolean;
+  onDelete: () => void;
+}) {
+  const inflow = isInflow(row.kind);
+  const qty = formatAssetQuantity(data.assetKey, row.quantity);
+  const unit = ASSETS[data.assetKey].unit;
+  return (
+    <li className="flex items-start gap-3 p-3">
+      <div className="min-w-0 flex-1">
+        <p className="flex flex-wrap items-center gap-x-2 text-sm font-medium">
+          <span>{t.kinds[row.kind]}</span>
+          <span className={inflow ? "text-income" : "text-expense"}>
+            {inflow ? "+" : "−"}
+            {qty}
+          </span>
+        </p>
+        <p className="text-xs text-muted-foreground">
+          {d(row.date)}
+          {row.unitPriceMinor !== null
+            ? ` · ${formatMoney(row.unitPriceMinor)} ${t.stats.perUnit(unit)}`
+            : ""}
+          {row.account ? ` · ${row.account}` : ""}
+          {row.storage ? ` · ${row.storage}` : ""}
+        </p>
+        {row.note ? <p className="text-xs text-muted-foreground">{row.note}</p> : null}
+        <p className="text-xs text-muted-foreground">
+          {t.table.balance}: {formatAssetQuantity(data.assetKey, row.quantityAfter)}
+        </p>
+      </div>
+      <div className="flex shrink-0 flex-col items-end text-sm">
+        {row.kind !== "gift_out" ? (
+          <span className="tabular-nums">{formatMoney(row.amountMinor)}</span>
+        ) : (
+          <span className="text-xs text-muted-foreground tabular-nums">
+            {t.stats.cost} {formatMoney(row.costOutMinor)}
+          </span>
+        )}
+        {row.kind === "sell" ? (
+          <span className="text-xs">
+            {t.table.result}: <ProfitLoss minor={row.realizedMinor} />
+          </span>
+        ) : null}
+      </div>
+      {canWrite && !row.fromInKind ? (
+        <Button
+          size="icon-sm"
+          variant="ghost"
+          aria-label={t.deleteMovement}
+          onClick={onDelete}
+          className="shrink-0"
+        >
+          <Trash2 />
+        </Button>
+      ) : null}
+    </li>
+  );
+}

src/features/assets/components/asset-dialogs.tsx

@@ -0,0 +1,315 @@
+"use client";
+
+import { useState } from "react";
+import { toast } from "sonner";
+import { MoneyInput } from "@/components/money-input";
+import { ResponsiveDialog } from "@/components/responsive-dialog";
+import { Button } from "@/components/ui/button";
+import { Checkbox } from "@/components/ui/checkbox";
+import { Field, FieldDescription, FieldError, FieldGroup, FieldLabel } from "@/components/ui/field";
+import { Input } from "@/components/ui/input";
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from "@/components/ui/select";
+import { Tabs, TabsList, TabsTrigger } from "@/components/ui/tabs";
+import { useAccounts } from "@/features/in-kind/components/in-kind-section";
+import { tr } from "@/i18n/tr";
+import { ASSET_KEYS, ASSETS, formatAssetQuantity, type AssetKey } from "@/shared/assets";
+import { todayIstanbul } from "@/shared/dates";
+import { MOVEMENT_KINDS, type MovementKind } from "@/shared/portfolio";
+import { addMovementAction, saveAssetAction } from "../actions";
+import type { AssetView } from "../service";
+
+const t = tr.assets;
+type Errors = Record<string, string | undefined>;
+const NONE = "__none__";
+
+function Footer({ busy, formId, onClose }: { busy: boolean; formId: string; onClose: () => void }) {
+  return (
+    <>
+      <Button variant="outline" type="button" onClick={onClose}>
+        {tr.common.cancel}
+      </Button>
+      <Button type="submit" form={formId} disabled={busy}>
+        {tr.common.save}
+      </Button>
+    </>
+  );
+}
+
+/** Yeni varlık / varlığı düzenle. */
+export function AssetFormDialog({
+  item,
+  onClose,
+  onCreated,
+}: {
+  item: AssetView | null;
+  onClose: () => void;
+  onCreated?: (id: string) => void;
+}) {
+  const [v, setV] = useState({
+    assetKey: (item?.assetKey ?? "gram_gold") as AssetKey,
+    name: item?.name ?? "",
+    note: item?.note ?? "",
+    isPrivate: item?.isPrivate ?? false,
+  });
+  const [errors, setErrors] = useState<Errors>({});
+  const [busy, setBusy] = useState(false);
+  const set = <K extends keyof typeof v>(k: K, x: (typeof v)[K]) => setV((s) => ({ ...s, [k]: x }));
+  const locked = Boolean(item?.movementCount);
+
+  async function submit(e: React.FormEvent) {
+    e.preventDefault();
+    setBusy(true);
+    const r = await saveAssetAction(item?.id ?? null, {
+      ...v,
+      name: v.name.trim() || ASSETS[v.assetKey].label,
+    });
+    setBusy(false);
+    if (r.ok) {
+      toast.success(t.toast.saved);
+      onClose();
+      if (!item) onCreated?.((r.data as { id: string }).id);
+    } else setErrors({ ...r.fieldErrors, root: r.fieldErrors ? undefined : r.error });
+  }
+
+  const f = t.fields;
+  return (
+    <ResponsiveDialog
+      open
+      onOpenChange={(o) => !o && onClose()}
+      title={item ? t.editTitle : t.createTitle}
+      footer={<Footer busy={busy} formId="asset-form" onClose={onClose} />}
+    >
+      <form id="asset-form" onSubmit={submit} noValidate>
+        <FieldGroup>
+          <Field data-invalid={Boolean(errors.assetKey)}>
+            <FieldLabel htmlFor="as-key">{f.asset}</FieldLabel>
+            <Select
+              value={v.assetKey}
+              onValueChange={(x) => set("assetKey", x as AssetKey)}
+              disabled={locked}
+            >
+              <SelectTrigger id="as-key" className="w-full">
+                <SelectValue>{ASSETS[v.assetKey].label}</SelectValue>
+              </SelectTrigger>
+              <SelectContent>
+                {ASSET_KEYS.map((k) => (
+                  <SelectItem key={k} value={k}>
+                    {ASSETS[k].label}
+                  </SelectItem>
+                ))}
+              </SelectContent>
+            </Select>
+            {errors.assetKey ? <FieldError>{errors.assetKey}</FieldError> : null}
+          </Field>
+          <Field data-invalid={Boolean(errors.name)}>
+            <FieldLabel htmlFor="as-name">{f.name}</FieldLabel>
+            <Input
+              id="as-name"
+              value={v.name}
+              placeholder={ASSETS[v.assetKey].label}
+              onChange={(e) => set("name", e.target.value)}
+              aria-invalid={Boolean(errors.name)}
+            />
+            {errors.name ? <FieldError>{errors.name}</FieldError> : null}
+          </Field>
+          <Field>
+            <FieldLabel htmlFor="as-note">{f.note}</FieldLabel>
+            <Input id="as-note" value={v.note} onChange={(e) => set("note", e.target.value)} />
+          </Field>
+          <label className="flex items-start gap-2 text-sm">
+            <Checkbox
+              checked={v.isPrivate}
+              onCheckedChange={(x) => set("isPrivate", x === true)}
+              className="mt-0.5"
+            />
+            <span>
+              {f.isPrivate}
+              <span className="block text-xs text-muted-foreground">{f.isPrivateHint}</span>
+            </span>
+          </label>
+          {errors.root ? <FieldError>{errors.root}</FieldError> : null}
+        </FieldGroup>
+      </form>
+    </ResponsiveDialog>
+  );
+}
+
+/** Alım, gelen hediye, satış veya çıkış hareketi. */
+export function MovementDialog({
+  item,
+  initialKind,
+  onClose,
+}: {
+  item: AssetView;
+  initialKind: MovementKind;
+  onClose: () => void;
+}) {
+  const accounts = useAccounts();
+  const [kind, setKind] = useState<MovementKind>(initialKind);
+  const [v, setV] = useState({
+    date: todayIstanbul(),
+    quantity: "",
+    amount: "",
+    unitPrice: "",
+    accountId: "",
+    storage: item.storage,
+    note: "",
+  });
+  const [errors, setErrors] = useState<Errors>({});
+  const [busy, setBusy] = useState(false);
+  const set = <K extends keyof typeof v>(k: K, x: (typeof v)[K]) => setV((s) => ({ ...s, [k]: x }));
+  const withAccount = kind === "buy" || kind === "sell";
+  const priced = kind !== "gift_out";
+  const inflow = kind === "buy" || kind === "gift_in";
+
+  async function submit(e: React.FormEvent) {
+    e.preventDefault();
+    setBusy(true);
+    const r = await addMovementAction(item.id, {
+      kind,
+      date: v.date,
+      quantity: v.quantity,
+      amount: priced ? v.amount : "",
+      unitPrice: priced ? v.unitPrice : "",
+      accountId: withAccount ? v.accountId : "",
+      storage: inflow ? v.storage : "",
+      note: v.note,
+    });
+    setBusy(false);
+    if (r.ok) {
+      toast.success(t.toast.movement);
+      onClose();
+    } else setErrors({ ...r.fieldErrors, root: r.fieldErrors ? undefined : r.error });
+  }
+
+  const m = t.movement;
+  const unit = ASSETS[item.assetKey].unit;
+  return (
+    <ResponsiveDialog
+      open
+      onOpenChange={(o) => !o && onClose()}
+      title={m.title(t.kinds[kind], item.name)}
+      description={m.held(formatAssetQuantity(item.assetKey, item.summary.quantity))}
+      footer={<Footer busy={busy} formId="movement-form" onClose={onClose} />}
+    >
+      <form id="movement-form" onSubmit={submit} noValidate>
+        <FieldGroup>
+          <Tabs
+            value={kind}
+            onValueChange={(x) => {
+              setKind(x as MovementKind);
+              setErrors({});
+            }}
+          >
+            <TabsList className="grid h-auto w-full grid-cols-2 sm:grid-cols-4">
+              {MOVEMENT_KINDS.map((k) => (
+                <TabsTrigger key={k} value={k}>
+                  {t.kinds[k]}
+                </TabsTrigger>
+              ))}
+            </TabsList>
+          </Tabs>
+          <p className="-mt-2 text-xs text-muted-foreground">{t.kindHints[kind]}</p>
+          <div className="grid grid-cols-2 gap-3">
+            <Field data-invalid={Boolean(errors.quantity)}>
+              <FieldLabel htmlFor="mv-qty">
+                {m.quantity} ({unit})
+              </FieldLabel>
+              <Input
+                id="mv-qty"
+                inputMode="decimal"
+                value={v.quantity}
+                onChange={(e) => set("quantity", e.target.value)}
+                className="text-right tabular-nums"
+                aria-invalid={Boolean(errors.quantity)}
+                autoFocus
+              />
+              {errors.quantity ? <FieldError>{errors.quantity}</FieldError> : null}
+            </Field>
+            <Field data-invalid={Boolean(errors.date)}>
+              <FieldLabel htmlFor="mv-date">{m.date}</FieldLabel>
+              <Input
+                id="mv-date"
+                type="date"
+                value={v.date}
+                max={todayIstanbul()}
+                onChange={(e) => set("date", e.target.value)}
+              />
+              {errors.date ? <FieldError>{errors.date}</FieldError> : null}
+            </Field>
+          </div>
+          {priced ? (
+            <>
+              <div className="grid grid-cols-2 gap-3">
+                <Field data-invalid={Boolean(errors.amount)}>
+                  <FieldLabel htmlFor="mv-amount">{m.amount}</FieldLabel>
+                  <MoneyInput id="mv-amount" value={v.amount} onChange={(x) => set("amount", x)} />
+                  {errors.amount ? <FieldError>{errors.amount}</FieldError> : null}
+                </Field>
+                <Field data-invalid={Boolean(errors.unitPrice)}>
+                  <FieldLabel htmlFor="mv-unit">{m.unitPrice}</FieldLabel>
+                  <MoneyInput
+                    id="mv-unit"
+                    value={v.unitPrice}
+                    onChange={(x) => set("unitPrice", x)}
+                  />
+                  {errors.unitPrice ? <FieldError>{errors.unitPrice}</FieldError> : null}
+                </Field>
+              </div>
+              <FieldDescription className="-mt-2">
+                {kind === "gift_in" ? m.giftValueHint : m.priceHint}
+              </FieldDescription>
+            </>
+          ) : null}
+          {withAccount ? (
+            <Field data-invalid={Boolean(errors.accountId)}>
+              <FieldLabel htmlFor="mv-account">{m.account}</FieldLabel>
+              <Select
+                value={v.accountId || NONE}
+                onValueChange={(x) => set("accountId", x === NONE ? "" : x)}
+              >
+                <SelectTrigger id="mv-account" className="w-full">
+                  <SelectValue>
+                    {accounts?.find((a) => a.id === v.accountId)?.name ?? m.accountNone}
+                  </SelectValue>
+                </SelectTrigger>
+                <SelectContent className="max-h-72">
+                  <SelectItem value={NONE}>{m.accountNone}</SelectItem>
+                  {(accounts ?? []).map((a) => (
+                    <SelectItem key={a.id} value={a.id}>
+                      {a.name}
+                    </SelectItem>
+                  ))}
+                </SelectContent>
+              </Select>
+              <FieldDescription>{m.accountHint}</FieldDescription>
+              {errors.accountId ? <FieldError>{errors.accountId}</FieldError> : null}
+            </Field>
+          ) : null}
+          {inflow ? (
+            <Field>
+              <FieldLabel htmlFor="mv-storage">{m.storage}</FieldLabel>
+              <Input
+                id="mv-storage"
+                value={v.storage}
+                placeholder={m.storagePlaceholder}
+                onChange={(e) => set("storage", e.target.value)}
+              />
+            </Field>
+          ) : null}
+          <Field>
+            <FieldLabel htmlFor="mv-note">{m.note}</FieldLabel>
+            <Input id="mv-note" value={v.note} onChange={(e) => set("note", e.target.value)} />
+          </Field>
+          {errors.root ? <FieldError>{errors.root}</FieldError> : null}
+        </FieldGroup>
+      </form>
+    </ResponsiveDialog>
+  );
+}

src/features/assets/components/assets-view.tsx

@@ -0,0 +1,191 @@
+"use client";
+
+import { ChevronRight, Coins, Lock, Plus } from "lucide-react";
+import Link from "next/link";
+import { useRouter } from "next/navigation";
+import { useState } from "react";
+import { Badge } from "@/components/ui/badge";
+import { Button } from "@/components/ui/button";
+import { Card, CardContent } from "@/components/ui/card";
+import { tr } from "@/i18n/tr";
+import { cn } from "@/lib/utils";
+import { formatMoney } from "@/shared/format";
+import { formatBp } from "@/shared/portfolio";
+import type { AssetTotals, AssetView } from "../service";
+import { AssetFormDialog } from "./asset-dialogs";
+
+const t = tr.assets;
+
+/** Kâr/zarar tutarı: + yeşil, − kırmızı. */
+export function ProfitLoss({
+  minor,
+  bp,
+  compact,
+}: {
+  minor: number | null;
+  bp?: number | null;
+  /** Mobilde oranı gizle (dar satırlar). */
+  compact?: boolean;
+}) {
+  if (minor === null) return <span className="text-muted-foreground">—</span>;
+  return (
+    <span
+      className={cn(
+        "font-semibold whitespace-nowrap tabular-nums",
+        minor > 0 ? "text-income" : minor < 0 ? "text-expense" : undefined,
+      )}
+    >
+      {minor > 0 ? "+" : minor < 0 ? "−" : ""}
+      {formatMoney(Math.abs(minor))}
+      {bp !== undefined && bp !== null ? (
+        <span className={cn("ml-1 text-xs font-normal", compact && "hidden sm:inline")}>
+          ({formatBp(bp)})
+        </span>
+      ) : null}
+    </span>
+  );
+}
+
+export function Stat({ label, children }: { label: string; children: React.ReactNode }) {
+  return (
+    <div className="min-w-0">
+      <p className="text-xs text-muted-foreground">{label}</p>
+      <div className="font-semibold tabular-nums">{children}</div>
+    </div>
+  );
+}
+
+/** /birikim: toplamlar ve varlık kartları. */
+export function AssetsView({
+  items,
+  totals,
+  canWrite,
+}: {
+  items: AssetView[];
+  totals: AssetTotals;
+  canWrite: boolean;
+}) {
+  const router = useRouter();
+  const [creating, setCreating] = useState(false);
+  const held = items.filter((i) => i.summary.quantity > 0 || i.movementCount === 0);
+  const closed = items.filter((i) => i.summary.quantity === 0 && i.movementCount > 0);
+  const unrealizedBp =
+    totals.costMinor > 0 ? Math.round((totals.unrealizedMinor * 10_000) / totals.costMinor) : null;
+
+  return (
+    <div className="flex flex-col gap-4">
+      <div className="flex flex-wrap justify-end gap-2">
+        <Button variant="ghost" size="sm" asChild>
+          <Link href="/fiyatlar">
+            <Coins />
+            {t.prices}
+          </Link>
+        </Button>
+        {canWrite ? (
+          <Button size="sm" onClick={() => setCreating(true)}>
+            <Plus />
+            {t.new}
+          </Button>
+        ) : null}
+      </div>
+
+      <Card size="sm">
+        <CardContent className="grid grid-cols-2 gap-3 sm:grid-cols-4">
+          <Stat label={t.totals.value}>{formatMoney(totals.valueMinor)}</Stat>
+          <Stat label={t.totals.cost}>{formatMoney(totals.costMinor)}</Stat>
+          <Stat label={t.totals.unrealized}>
+            <ProfitLoss minor={totals.unrealizedMinor} bp={unrealizedBp} />
+          </Stat>
+          <Stat label={t.totals.realized}>
+            <ProfitLoss minor={totals.realizedMinor} />
+          </Stat>
+          {totals.missingPrice ? (
+            <p className="col-span-full text-xs text-muted-foreground">
+              {t.totals.missingPrice(totals.missingPrice)}
+            </p>
+          ) : null}
+        </CardContent>
+      </Card>
+
+      {items.length === 0 ? (
+        <p className="rounded-lg border border-dashed p-6 text-center text-sm text-muted-foreground">
+          {t.empty}
+        </p>
+      ) : null}
+
+      <ul className="flex flex-col gap-2">
+        {held.map((item) => (
+          <AssetRow key={item.id} item={item} />
+        ))}
+      </ul>
+      {closed.length ? (
+        <section className="flex flex-col gap-2">
+          <h2 className="text-sm font-medium text-muted-foreground">{t.closedGroup}</h2>
+          <ul className="flex flex-col gap-2 opacity-70">
+            {closed.map((item) => (
+              <AssetRow key={item.id} item={item} />
+            ))}
+          </ul>
+        </section>
+      ) : null}
+
+      {creating ? (
+        <AssetFormDialog
+          item={null}
+          onClose={() => setCreating(false)}
+          onCreated={(id) => router.push(`/birikim/${id}`)}
+        />
+      ) : null}
+    </div>
+  );
+}
+
+function AssetRow({ item }: { item: AssetView }) {
+  const s = item.summary;
+  return (
+    <li>
+      <Link
+        href={`/birikim/${item.id}`}
+        className="flex items-center gap-3 rounded-xl border bg-card p-3 transition-colors hover:bg-muted/50"
+      >
+        <span className="inline-flex size-9 shrink-0 items-center justify-center rounded-full bg-amber-500/15 text-amber-600 dark:text-amber-400">
+          <Coins className="size-4.5" />
+        </span>
+        <div className="flex min-w-0 flex-1 flex-col gap-0.5">
+          <div className="flex items-center justify-between gap-2">
+            <p className="flex min-w-0 items-center gap-1.5 font-medium">
+              <span className="truncate">{item.name}</span>
+              {item.isPrivate ? (
+                <Badge variant="outline" className="shrink-0 gap-1" title={t.privateBadge}>
+                  <Lock className="size-3" />
+                  <span className="hidden sm:inline">{t.privateBadge}</span>
+                </Badge>
+              ) : null}
+            </p>
+            <span className="shrink-0 text-sm font-semibold tabular-nums">
+              {s.currentValueMinor !== null ? formatMoney(s.currentValueMinor) : t.stats.noPrice}
+            </span>
+          </div>
+          <div className="flex items-center justify-between gap-2 text-xs">
+            <p className="min-w-0 truncate text-muted-foreground">
+              {item.label}
+              {s.avgCostMinor !== null
+                ? ` · ${t.stats.avgCost} ${formatMoney(s.avgCostMinor)}`
+                : ""}
+            </p>
+            <span className="shrink-0">
+              {s.quantity > 0 ? (
+                <ProfitLoss minor={s.unrealizedMinor} bp={s.unrealizedBp} compact />
+              ) : (
+                <>
+                  {t.stats.realized}: <ProfitLoss minor={s.realizedMinor} />
+                </>
+              )}
+            </span>
+          </div>
+        </div>
+        <ChevronRight className="size-4 shrink-0 text-muted-foreground" />
+      </Link>
+    </li>
+  );
+}

src/features/assets/components/period-report.tsx

@@ -0,0 +1,204 @@
+"use client";
+
+import Link from "next/link";
+import { CartesianGrid, Line, LineChart, XAxis, YAxis } from "recharts";
+import { Card, CardContent, CardDescription, CardHeader, CardTitle } from "@/components/ui/card";
+import {
+  ChartContainer,
+  ChartLegend,
+  ChartLegendContent,
+  ChartTooltip,
+  ChartTooltipContent,
+  type ChartConfig,
+} from "@/components/ui/chart";
+import { tr } from "@/i18n/tr";
+import { cn } from "@/lib/utils";
+import { formatDate, formatMoney } from "@/shared/format";
+import type { PeriodReport } from "@/shared/portfolio";
+import type { ReportRange } from "../service";
+import { ProfitLoss, Stat } from "./assets-view";
+
+const t = tr.assets.report;
+const RANGES: ReportRange[] = ["3", "6", "12", "tum"];
+const d = (ymd: string) => formatDate(`${ymd}T12:00:00+03:00`);
+const tickFmt = new Intl.DateTimeFormat("tr-TR", {
+  day: "numeric",
+  month: "short",
+  timeZone: "Europe/Istanbul",
+});
+const compact = new Intl.NumberFormat("tr-TR", { notation: "compact", maximumFractionDigits: 1 });
+
+const config = {
+  value: { label: t.value, color: "var(--budget)" },
+  cost: { label: t.cost, color: "var(--muted-foreground)" },
+} satisfies ChartConfig;
+
+/** Dönem seçici + özet + aylık değer/maliyet grafiği + tablo görünümü. */
+export function PeriodReportView({
+  report,
+  range,
+  basePath,
+}: {
+  report: PeriodReport & { excluded: number };
+  range: ReportRange;
+  basePath: string;
+}) {
+  const data = report.points.map((p) => ({
+    date: p.date,
+    label: tickFmt.format(new Date(`${p.date}T12:00:00+03:00`)),
+    // Kuruş → TL (eksen ve ipucu TL gösterir).
+    value: p.valueMinor === null ? null : p.valueMinor / 100,
+    cost: p.costMinor / 100,
+  }));
+  const hasData = report.points.some((p) => p.costMinor > 0 || (p.valueMinor ?? 0) > 0);
+
+  return (
+    <Card size="sm">
+      <CardHeader>
+        <div className="flex flex-wrap items-start justify-between gap-2">
+          <div>
+            <CardTitle className="text-base">{t.title}</CardTitle>
+            <CardDescription>{t.period(d(report.from), d(report.to))}</CardDescription>
+          </div>
+          <nav aria-label={t.rangeLabel} className="flex rounded-lg bg-muted p-0.5 text-sm">
+            {RANGES.map((r) => (
+              <Link
+                key={r}
+                href={`${basePath}?donem=${r}`}
+                scroll={false}
+                aria-current={r === range ? "page" : undefined}
+                className={cn(
+                  "rounded-md px-2.5 py-1 text-muted-foreground transition-colors",
+                  r === range && "bg-background font-medium text-foreground shadow-sm",
+                )}
+              >
+                {t.ranges[r]}
+              </Link>
+            ))}
+          </nav>
+        </div>
+      </CardHeader>
+      <CardContent className="flex flex-col gap-4">
+        <div className="grid grid-cols-2 gap-3 sm:grid-cols-4">
+          <Stat label={t.startValue}>
+            {report.startValueMinor !== null ? formatMoney(report.startValueMinor) : t.noPrice}
+          </Stat>
+          <Stat label={t.invested}>{formatMoney(report.investedMinor)}</Stat>
+          <Stat label={t.endValue}>
+            {report.endValueMinor !== null ? formatMoney(report.endValueMinor) : t.noPrice}
+          </Stat>
+          <Stat label={t.profit}>
+            <ProfitLoss minor={report.profitMinor} bp={report.profitBp} />
+          </Stat>
+          {report.proceedsMinor ? (
+            <Stat label={t.proceeds}>{formatMoney(report.proceedsMinor)}</Stat>
+          ) : null}
+          {report.giftInMinor ? (
+            <Stat label={t.giftIn}>{formatMoney(report.giftInMinor)}</Stat>
+          ) : null}
+          {report.giftOutMinor ? (
+            <Stat label={t.giftOut}>{formatMoney(report.giftOutMinor)}</Stat>
+          ) : null}
+        </div>
+        <p className="text-xs text-muted-foreground">{t.formula}</p>
+        {report.excluded ? (
+          <p className="text-xs text-muted-foreground">{t.excluded(report.excluded)}</p>
+        ) : null}
+
+        {hasData ? (
+          <>
+            <ChartContainer
+              config={config}
+              className="aspect-auto h-56 w-full sm:h-64"
+              aria-label={t.chartLabel}
+              role="img"
+            >
+              <LineChart data={data} margin={{ left: 4, right: 12, top: 8 }}>
+                <CartesianGrid vertical={false} />
+                <XAxis
+                  dataKey="label"
+                  tickLine={false}
+                  axisLine={false}
+                  tickMargin={8}
+                  minTickGap={16}
+                />
+                <YAxis
+                  tickLine={false}
+                  axisLine={false}
+                  width={48}
+                  tickFormatter={(v: number) => compact.format(v)}
+                />
+                <ChartTooltip
+                  cursor
+                  content={
+                    <ChartTooltipContent
+                      labelFormatter={(_, payload) => {
+                        const date = payload?.[0]?.payload?.date as string | undefined;
+                        return date ? d(date) : "";
+                      }}
+                      formatter={(value, name) => (
+                        <div className="flex w-full items-center justify-between gap-3">
+                          <span className="text-muted-foreground">
+                            {config[name as keyof typeof config]?.label}
+                          </span>
+                          <span className="font-medium text-foreground tabular-nums">
+                            {formatMoney(Math.round(Number(value) * 100))}
+                          </span>
+                        </div>
+                      )}
+                    />
+                  }
+                />
+                <ChartLegend content={<ChartLegendContent />} />
+                <Line
+                  dataKey="cost"
+                  type="stepAfter"
+                  stroke="var(--color-cost)"
+                  strokeWidth={2}
+                  strokeDasharray="4 4"
+                  dot={false}
+                  isAnimationActive={false}
+                />
+                <Line
+                  dataKey="value"
+                  type="linear"
+                  stroke="var(--color-value)"
+                  strokeWidth={2}
+                  dot={false}
+                  activeDot={{ r: 4 }}
+                  connectNulls={false}
+                  isAnimationActive={false}
+                />
+              </LineChart>
+            </ChartContainer>
+            <details className="text-sm">
+              <summary className="cursor-pointer text-xs text-muted-foreground">{t.table}</summary>
+              <table className="mt-2 w-full text-right tabular-nums">
+                <thead className="text-xs text-muted-foreground">
+                  <tr>
+                    <th className="py-1 text-left font-normal">{t.date}</th>
+                    <th className="py-1 font-normal">{t.value}</th>
+                    <th className="py-1 font-normal">{t.cost}</th>
+                  </tr>
+                </thead>
+                <tbody className="divide-y">
+                  {report.points.map((p) => (
+                    <tr key={p.date}>
+                      <td className="py-1 text-left">{d(p.date)}</td>
+                      <td className="py-1">
+                        {p.valueMinor !== null ? formatMoney(p.valueMinor) : t.noPrice}
+                      </td>
+                      <td className="py-1">{formatMoney(p.costMinor)}</td>
+                    </tr>
+                  ))}
+                </tbody>
+              </table>
+            </details>
+          </>
+        ) : (
+          <p className="text-sm text-muted-foreground">{t.empty}</p>
+        )}
+      </CardContent>
+    </Card>
+  );
+}

src/features/assets/service.int.test.ts

@@ -0,0 +1,328 @@
+import { afterAll, beforeAll, describe, expect, it } from "vitest";
+import { listAccounts } from "@/features/accounts/service";
+import { savePrice } from "@/features/in-kind/service";
+import {
+  listTransactions,
+  setTransactionDeleted,
+  updateTransaction,
+} from "@/features/transactions/service";
+import { tr } from "@/i18n/tr";
+import { AccountModel } from "@/models/account";
+import { AssetModel } from "@/models/asset";
+import { AssetMovementModel } from "@/models/asset-movement";
+import { AssetPriceModel } from "@/models/asset-price";
+import { AuditLogModel } from "@/models/audit-log";
+import { TransactionModel } from "@/models/transaction";
+import { todayIstanbul } from "@/shared/dates";
+import { addDays } from "@/shared/recurrence";
+import { assetFormSchema, movementFormSchema } from "@/shared/schemas/asset";
+import { assetPriceFormSchema } from "@/shared/schemas/in-kind";
+import { transactionFilterSchema, transactionFormSchema } from "@/shared/schemas/transaction";
+import { setupSeededDb, teardownDb } from "@/test/seeded-db";
+import {
+  addMovement,
+  createAsset,
+  deleteAsset,
+  deleteMovement,
+  getAsset,
+  listAssets,
+  updateAsset,
+} from "./service";
+
+let ids: Awaited<ReturnType<typeof setupSeededDb>>;
+let cakir = "";
+let ayse = "";
+let emre = "";
+let zeynep = "";
+let fatma = "";
+const today = todayIstanbul();
+const daysAgo = (n: number) => addDays(today, -n);
+
+beforeAll(async () => {
+  ids = await setupSeededDb();
+  cakir = ids.household("Çakır Ailesi");
+  ayse = ids.user("ayse");
+  emre = ids.user("emre");
+  zeynep = ids.user("zeynep");
+  fatma = ids.user("fatma");
+  // Seed örnekleri bu testin senaryolarını etkilemesin.
+  await Promise.all([
+    AssetPriceModel.deleteMany({}),
+    AssetModel.deleteMany({}),
+    AssetMovementModel.deleteMany({}),
+    TransactionModel.deleteMany({ assetId: { $ne: null } }),
+  ]);
+});
+afterAll(teardownDb);
+
+const acc = (name: string) =>
+  AccountModel.findOne({ householdId: cakir, name })
+    .lean()
+    .then((a) => String(a!._id));
+async function balance(accountId: string) {
+  return (await listAccounts(ayse, cakir))!.accounts.find((a) => a.id === accountId)!.balanceMinor!;
+}
+const mv = (input: Record<string, unknown>) => movementFormSchema.parse({ date: today, ...input });
+async function asset(name: string, assetKey = "gram_gold", isPrivate = false, by = ayse) {
+  const r = await createAsset(by, cakir, assetFormSchema.parse({ assetKey, name, isPrivate }));
+  return r.ok ? r.data.id : "";
+}
+
+describe("varlık lotları ve ortalama maliyet", () => {
+  let gold = "";
+
+  it("alım hesaptan transfer olarak çıkar; gelir/gider toplamları değişmez", async () => {
+    gold = await asset("Altın birikimi");
+    const ziraat = await acc("Ziraat Maaş");
+    const z0 = await balance(ziraat);
+    const sums0 = (await listTransactions(ayse, cakir, transactionFilterSchema.parse({})))!.sums;
+    const r = await addMovement(
+      ayse,
+      cakir,
+      gold,
+      mv({
+        kind: "buy",
+        date: daysAgo(60),
+        quantity: "10",
+        amount: "25.000",
+        accountId: ziraat,
+        storage: "Ev kasası",
+      }),
+    );
+    expect(r.ok).toBe(true);
+    expect(await balance(ziraat)).toBe(z0 - 25_000_00);
+    expect((await listTransactions(ayse, cakir, transactionFilterSchema.parse({})))!.sums).toEqual(
+      sums0,
+    );
+    // İşlem listesinde varlık adıyla görünür.
+    const page = (await listTransactions(
+      ayse,
+      cakir,
+      transactionFilterSchema.parse({ q: "Varlık alımı" }),
+    ))!;
+    expect(page.items[0]).toMatchObject({ asset: { id: gold, name: "Altın birikimi" } });
+  });
+
+  it("birim fiyatla alım ve fiyat tablosundan (satış fiyatı) alım; özet", async () => {
+    await addMovement(
+      ayse,
+      cakir,
+      gold,
+      mv({ kind: "buy", date: daysAgo(30), quantity: "2", unitPrice: "2.600" }),
+    );
+    // Fiyat yok → reddedilir.
+    expect(
+      (await addMovement(ayse, cakir, gold, mv({ kind: "buy", date: daysAgo(10), quantity: "2" })))
+        .ok,
+    ).toBe(false);
+    await savePrice(
+      ayse,
+      cakir,
+      assetPriceFormSchema.parse({
+        assetKey: "gram_gold",
+        date: daysAgo(10),
+        buy: "2.650",
+        sell: "2.700",
+      }),
+    );
+    expect(
+      (await addMovement(ayse, cakir, gold, mv({ kind: "buy", date: daysAgo(10), quantity: "2" })))
+        .ok,
+    ).toBe(true);
+    await savePrice(
+      ayse,
+      cakir,
+      assetPriceFormSchema.parse({
+        assetKey: "gram_gold",
+        date: today,
+        buy: "3.000",
+        sell: "3.100",
+      }),
+    );
+    const v = (await getAsset(ayse, cakir, gold))!;
+    // 14 gr, 25.000 + 5.200 + 5.400 = 35.600; değer alış 3.000 ile 42.000.
+    expect(v.summary).toMatchObject({
+      quantity: 14_000,
+      costMinor: 35_600_00,
+      investedMinor: 35_600_00,
+      avgCostMinor: 2_542_86,
+      currentValueMinor: 42_000_00,
+      unrealizedMinor: 6_400_00,
+      unrealizedBp: 1798,
+    });
+    expect(v.storage).toBe("Ev kasası");
+    expect(v.movements[0]!.kind).toBe("buy");
+  });
+
+  it("satış: hesaba girer, ortalama maliyetle gerçekleşmiş K/Z; eldekinden fazlası reddedilir", async () => {
+    const cuzdan = await acc("Cüzdan");
+    const c0 = await balance(cuzdan);
+    expect(
+      (await addMovement(ayse, cakir, gold, mv({ kind: "sell", quantity: "15", amount: "1" }))).ok,
+    ).toBe(false);
+    // Geçmiş tarihli satış o tarihteki miktarla sınırlı (60 gün önce yalnızca 10 gr vardı).
+    expect(
+      (
+        await addMovement(
+          ayse,
+          cakir,
+          gold,
+          mv({ kind: "sell", date: daysAgo(45), quantity: "11", amount: "1" }),
+        )
+      ).ok,
+    ).toBe(false);
+    const r = await addMovement(
+      ayse,
+      cakir,
+      gold,
+      mv({ kind: "sell", quantity: "4", amount: "12.000", accountId: cuzdan }),
+    );
+    expect(r.ok).toBe(true);
+    expect(await balance(cuzdan)).toBe(c0 + 12_000_00);
+    const v = (await getAsset(ayse, cakir, gold))!;
+    // 4 gr maliyeti: 35.600 × 4/14 = 10.171,43 → K/Z 1.828,57
+    expect(v.movements[0]).toMatchObject({
+      kind: "sell",
+      costOutMinor: 10_171_43,
+      realizedMinor: 1_828_57,
+      quantityAfter: 10_000,
+    });
+    expect(v.summary.realizedMinor).toBe(1_828_57);
+    expect(v.summary.proceedsMinor).toBe(12_000_00);
+  });
+
+  it("hediye çıkışı K/Z yazmaz, hesap hareketi oluşturmaz", async () => {
+    const before = (await getAsset(ayse, cakir, gold))!.summary;
+    const r = await addMovement(
+      ayse,
+      cakir,
+      gold,
+      mv({ kind: "gift_out", quantity: "1", note: "Yeğene" }),
+    );
+    expect(r.ok).toBe(true);
+    const m = await AssetMovementModel.findById(r.ok ? r.data.id : "").lean();
+    expect(m).toMatchObject({ amountMinor: 0, transactionId: null });
+    const after = (await getAsset(ayse, cakir, gold))!.summary;
+    expect(after.quantity).toBe(9_000);
+    expect(after.realizedMinor).toBe(before.realizedMinor);
+    expect(after.avgCostMinor).toBe(before.avgCostMinor);
+  });
+
+  it("bağlı işlem tek başına düzenlenemez/silinemez; hareket silinince işlem de silinir", async () => {
+    const tx = (await AssetMovementModel.findOne({ assetId: gold, kind: "sell" }).lean())!;
+    const txId = String(tx.transactionId);
+    const locked = { ok: false, error: tr.transactions.assetLocked };
+    expect(await setTransactionDeleted(ayse, cakir, txId, true)).toMatchObject(locked);
+    const edit = transactionFormSchema.parse({
+      type: "transfer",
+      date: today,
+      amount: "1",
+      accountId: await acc("Cüzdan"),
+      toAccountId: await acc("Ziraat Maaş"),
+    });
+    expect(await updateTransaction(ayse, cakir, txId, edit)).toMatchObject(locked);
+
+    const cuzdan = await acc("Cüzdan");
+    const c0 = await balance(cuzdan);
+    expect((await deleteMovement(ayse, cakir, String(tx._id))).ok).toBe(true);
+    expect(await balance(cuzdan)).toBe(c0 - 12_000_00);
+    expect(
+      await AuditLogModel.exists({ action: "asset.movement.delete", targetId: String(tx._id) }),
+    ).toBeTruthy();
+    expect((await getAsset(ayse, cakir, gold))!.summary.realizedMinor).toBe(0);
+  });
+
+  it("silinince sonraki çıkış eldekini aşacaksa reddedilir; hareketli varlık silinemez", async () => {
+    const first = (await AssetMovementModel.findOne({ assetId: gold, kind: "buy" })
+      .sort({ date: 1 })
+      .lean())!;
+    // Kalan: 10 + 2 + 2 alım, bugün 1 gr çıkış. Sonraki alımlar silinebilir; ilk alım silinirse
+    // çıkış eldekini aşar → reddedilir.
+    const buys = await AssetMovementModel.find({ assetId: gold, kind: "buy", deletedAt: null })
+      .sort({ date: -1 })
+      .lean();
+    expect(buys.at(-1)!._id.equals(first._id)).toBe(true);
+    for (const b of buys.slice(0, -1))
+      expect((await deleteMovement(ayse, cakir, String(b._id))).ok).toBe(true);
+    expect((await deleteMovement(ayse, cakir, String(first._id))).ok).toBe(false);
+    expect((await deleteAsset(ayse, cakir, gold)).ok).toBe(false);
+    expect(
+      (await updateAsset(ayse, cakir, gold, assetFormSchema.parse({ assetKey: "usd", name: "X" })))
+        .ok,
+    ).toBe(false);
+  });
+
+  it("gelen hediye: maliyet o günkü alış fiyatı, yatırım sayılmaz", async () => {
+    const z = await asset("Düğün ziynetleri", "quarter_gold");
+    await savePrice(
+      ayse,
+      cakir,
+      assetPriceFormSchema.parse({ assetKey: "quarter_gold", date: daysAgo(100), buy: "5.000" }),
+    );
+    expect(
+      movementFormSchema.safeParse({
+        kind: "gift_in",
+        date: today,
+        quantity: "1",
+        accountId: await acc("Cüzdan"),
+      }).success,
+    ).toBe(false);
+    expect(
+      (await addMovement(ayse, cakir, z, mv({ kind: "gift_in", date: daysAgo(90), quantity: "4" })))
+        .ok,
+    ).toBe(true);
+    const v = (await getAsset(ayse, cakir, z))!;
+    expect(v.summary).toMatchObject({ quantity: 4_000, costMinor: 20_000_00, investedMinor: 0 });
+    // Güncel değer: bugünden önceki en yakın fiyat.
+    expect(v.summary.currentValueMinor).toBe(20_000_00);
+  });
+});
+
+describe("görünürlük ve yetki", () => {
+  it("gizli varlık ve bağlı işlemi başkasına görünmez; izleyici yazamaz; başka hane göremez", async () => {
+    const secret = await asset("Emre dolar", "usd", true, emre);
+    await savePrice(
+      emre,
+      cakir,
+      assetPriceFormSchema.parse({ assetKey: "usd", date: today, buy: "40" }),
+    );
+    const r = await addMovement(
+      emre,
+      cakir,
+      secret,
+      mv({ kind: "buy", quantity: "100", amount: "4.000", accountId: await acc("Cüzdan") }),
+    );
+    expect(r.ok).toBe(true);
+    expect((await listAssets(emre, cakir))!.items.some((a) => a.id === secret)).toBe(true);
+    expect((await listAssets(ayse, cakir))!.items.some((a) => a.id === secret)).toBe(false);
+    expect(await getAsset(ayse, cakir, secret)).toBeNull();
+    const ayseTx = (await listTransactions(
+      ayse,
+      cakir,
+      transactionFilterSchema.parse({ q: "Emre dolar" }),
+    ))!;
+    expect(ayseTx.total).toBe(0);
+    expect(
+      (await addMovement(ayse, cakir, secret, mv({ kind: "gift_out", quantity: "1" }))).ok,
+    ).toBe(false);
+
+    const shared = (await listAssets(ayse, cakir))!.items[0]!.id;
+    expect(
+      (await addMovement(zeynep, cakir, shared, mv({ kind: "gift_out", quantity: "1" }))).ok,
+    ).toBe(false);
+    expect((await listAssets(zeynep, cakir))!.canWrite).toBe(false);
+    expect(await listAssets(fatma, cakir)).toBeNull();
+    expect(await getAsset(fatma, cakir, shared)).toBeNull();
+  });
+
+  it("toplamlar: fiyatı olmayan varlık toplam değere katılmaz", async () => {
+    const eur = await asset("Euro kumbara", "eur");
+    await addMovement(ayse, cakir, eur, mv({ kind: "gift_in", quantity: "50", amount: "2.400" }));
+    const data = (await listAssets(ayse, cakir))!;
+    expect(data.totals.missingPrice).toBe(1);
+    const withPrice = data.items.filter((i) => i.summary.currentValueMinor !== null);
+    expect(data.totals.valueMinor).toBe(
+      withPrice.reduce((a, i) => a + (i.summary.currentValueMinor ?? 0), 0),
+    );
+  });
+});

src/features/assets/service.ts

@@ -0,0 +1,543 @@
+import "server-only";
+import mongoose, { Types } from "mongoose";
+import { hasHouseholdRole } from "@/features/households/roles";
+import { buyPriceLookup, priceOn, type PriceQuote } from "@/features/in-kind/prices";
+import { loadContext, type Ctx } from "@/features/transactions/service";
+import { tr } from "@/i18n/tr";
+import { fail, ok, type ActionResult } from "@/lib/action-result";
+import { writeAudit } from "@/lib/audit";
+import { toObjectId } from "@/lib/object-id";
+import { AssetModel } from "@/models/asset";
+import { AssetMovementModel } from "@/models/asset-movement";
+import { TransactionModel } from "@/models/transaction";
+import { formatAssetQuantity, valueOf, type AssetKey } from "@/shared/assets";
+import { istanbulDayStart, todayIstanbul } from "@/shared/dates";
+import {
+  holdingSummary,
+  periodReport,
+  runMovements,
+  sumReports,
+  type HoldingSummary,
+  type MovementKind,
+  type PeriodReport,
+} from "@/shared/portfolio";
+import { addDays, addMonths } from "@/shared/recurrence";
+import { QUANTITY_SCALE } from "@/shared/quantity";
+import type { AssetForm, MovementForm } from "@/shared/schemas/asset";
+import { compareTr, foldTr } from "@/shared/search";
+
+/**
+ * Birikim ve varlık takibi (Bölüm 6.6). Okuma: viewer; yazma: member. Varlıklar hane ortaktır;
+ * "yalnızca ben" işaretli varlık ve hareketleri (bağlı hesap işlemleri dahil) yalnızca sahibine
+ * görünür. Değerleme alış fiyatıyla (Faz 0). Alım/satış hesaba bağlıysa transfer işlemi oluşur.
+ */
+
+const t = tr.assets;
+
+type AssetDoc = {
+  _id: Types.ObjectId;
+  assetKey: AssetKey;
+  name: string;
+  note: string;
+  isPrivate: boolean;
+  ownerUserId?: Types.ObjectId | null;
+};
+
+type MovementDoc = {
+  _id: Types.ObjectId;
+  assetId: Types.ObjectId;
+  kind: MovementKind;
+  date: string;
+  quantity: number;
+  unitPriceMinor?: number | null;
+  amountMinor: number;
+  accountId?: Types.ObjectId | null;
+  transactionId?: Types.ObjectId | null;
+  storage: string;
+  note: string;
+  inKindDebtId?: Types.ObjectId | null;
+  createdAt: Date;
+};
+
+export type AssetView = {
+  id: string;
+  assetKey: AssetKey;
+  name: string;
+  note: string;
+  isPrivate: boolean;
+  label: string;
+  price: PriceQuote | null;
+  summary: HoldingSummary;
+  /** Son alımın saklama yeri. */
+  storage: string;
+  movementCount: number;
+};
+
+export type AssetTotals = {
+  valueMinor: number;
+  costMinor: number;
+  unrealizedMinor: number;
+  realizedMinor: number;
+  /** Fiyatı olmadığı için toplam değere katılmayan (elde miktarı olan) varlık sayısı. */
+  missingPrice: number;
+};
+
+export type MovementRow = {
+  id: string;
+  kind: MovementKind;
+  date: string;
+  quantity: number;
+  unitPriceMinor: number | null;
+  amountMinor: number;
+  account: string | null;
+  storage: string;
+  note: string;
+  costOutMinor: number;
+  realizedMinor: number;
+  quantityAfter: number;
+  fromInKind: boolean;
+};
+
+export type AssetDetail = AssetView & { movements: MovementRow[]; canWrite: boolean };
+
+const sortMovements = (a: MovementDoc, b: MovementDoc) =>
+  a.date === b.date ? a.createdAt.getTime() - b.createdAt.getTime() : a.date < b.date ? -1 : 1;
+
+function visibleAsset(ctx: Ctx, id: Types.ObjectId | string) {
+  const a = ctx.assetMap.get(String(id));
+  return a && !a.hidden && !a.deleted ? a : null;
+}
+
+async function loadMovements(householdId: Types.ObjectId, assetIds: Types.ObjectId[]) {
+  const docs = await AssetMovementModel.find({
+    householdId,
+    assetId: { $in: assetIds },
+    deletedAt: null,
+  }).lean<MovementDoc[]>();
+  const by = new Map<string, MovementDoc[]>();
+  for (const m of docs) {
+    const list = by.get(String(m.assetId)) ?? [];
+    list.push(m);
+    by.set(String(m.assetId), list);
+  }
+  for (const list of by.values()) list.sort(sortMovements);
+  return by;
+}
+
+function toView(a: AssetDoc, movements: MovementDoc[], price: PriceQuote | null): AssetView {
+  const run = runMovements(movements);
+  const summary = holdingSummary(run, price?.buyMinor ?? null);
+  const storage = [...movements].reverse().find((m) => m.storage)?.storage ?? "";
+  return {
+    id: String(a._id),
+    assetKey: a.assetKey,
+    name: a.name,
+    note: a.note,
+    isPrivate: a.isPrivate,
+    label: formatAssetQuantity(a.assetKey, summary.quantity),
+    price,
+    summary,
+    storage,
+    movementCount: movements.length,
+  };
+}
+
+/** Görünür varlıklar ve toplamlar (net varlık ve dashboard da kullanır). */
+export async function listAssets(
+  userId: string,
+  householdId: string,
+): Promise<{ items: AssetView[]; totals: AssetTotals; canWrite: boolean } | null> {
+  const ctx = await loadContext(userId, householdId, "viewer");
+  if (!ctx) return null;
+  return { ...(await assetViews(ctx)), canWrite: hasHouseholdRole(ctx.m.role, "member") };
+}
+
+export async function assetViews(ctx: Ctx, date = todayIstanbul()) {
+  const docs = (
+    await AssetModel.find({ householdId: ctx.m.householdId, deletedAt: null }).lean<AssetDoc[]>()
+  ).filter((a) => visibleAsset(ctx, a._id));
+  const movements = await loadMovements(
+    ctx.m.householdId,
+    docs.map((a) => a._id),
+  );
+  const prices = new Map<string, PriceQuote | null>();
+  for (const key of new Set(docs.map((a) => a.assetKey)))
+    prices.set(key, await priceOn(ctx.m.householdId, key, date));
+  const items = docs
+    .map((a) => toView(a, movements.get(String(a._id)) ?? [], prices.get(a.assetKey) ?? null))
+    .sort(
+      (x, y) =>
+        Number(y.summary.quantity > 0) - Number(x.summary.quantity > 0) ||
+        (y.summary.currentValueMinor ?? 0) - (x.summary.currentValueMinor ?? 0) ||
+        compareTr(x.name, y.name),
+    );
+  const totals: AssetTotals = {
+    valueMinor: 0,
+    costMinor: 0,
+    unrealizedMinor: 0,
+    realizedMinor: 0,
+    missingPrice: 0,
+  };
+  for (const v of items) {
+    totals.realizedMinor += v.summary.realizedMinor;
+    if (v.summary.quantity === 0) continue;
+    if (v.summary.currentValueMinor === null) {
+      totals.missingPrice++;
+      continue;
+    }
+    totals.valueMinor += v.summary.currentValueMinor;
+    totals.costMinor += v.summary.costMinor;
+    totals.unrealizedMinor += v.summary.unrealizedMinor ?? 0;
+  }
+  return { items, totals };
+}
+
+async function loadAsset(ctx: Ctx, assetId: string) {
+  const id = toObjectId(assetId);
+  if (!id || !visibleAsset(ctx, id)) return null;
+  return AssetModel.findOne({
+    _id: id,
+    householdId: ctx.m.householdId,
+    deletedAt: null,
+  }).lean<AssetDoc>();
+}
+
+export async function getAsset(
+  userId: string,
+  householdId: string,
+  assetId: string,
+): Promise<AssetDetail | null> {
+  const ctx = await loadContext(userId, householdId, "viewer");
+  if (!ctx) return null;
+  const a = await loadAsset(ctx, assetId);
+  if (!a) return null;
+  const movements = (await loadMovements(ctx.m.householdId, [a._id])).get(String(a._id)) ?? [];
+  const price = await priceOn(ctx.m.householdId, a.assetKey, todayIstanbul());
+  const run = runMovements(movements);
+  const rows = movements.map((m, i): MovementRow => {
+    const acc = m.accountId ? ctx.accountMap.get(String(m.accountId)) : undefined;
+    const step = run.steps[i]!;
+    return {
+      id: String(m._id),
+      kind: m.kind,
+      date: m.date,
+      quantity: m.quantity,
+      unitPriceMinor: m.unitPriceMinor ?? null,
+      amountMinor: m.amountMinor,
+      account: acc ? (acc.hidden ? tr.transactions.list.hiddenAccount : acc.name) : null,
+      storage: m.storage,
+      note: m.note,
+      costOutMinor: step.costOutMinor,
+      realizedMinor: step.realizedMinor,
+      quantityAfter: step.quantityAfter,
+      fromInKind: Boolean(m.inKindDebtId),
+    };
+  });
+  return {
+    ...toView(a, movements, price),
+    movements: rows.reverse(),
+    canWrite: hasHouseholdRole(ctx.m.role, "member"),
+  };
+}
+
+// --- Varlık kaydı ---
+
+export async function createAsset(
+  actorId: string,
+  householdId: string,
+  input: AssetForm,
+): Promise<ActionResult<{ id: string }>> {
+  const ctx = await loadContext(actorId, householdId, "member");
+  if (!ctx) return fail(tr.common.unauthorized);
+  const actor = new Types.ObjectId(actorId);
+  const doc = await AssetModel.create({
+    householdId: ctx.m.householdId,
+    assetKey: input.assetKey,
+    name: input.name,
+    note: input.note,
+    isPrivate: input.isPrivate,
+    ownerUserId: input.isPrivate ? actor : null,
+    createdBy: actor,
+    updatedBy: actor,
+  });
+  return ok({ id: String(doc._id) });
+}
+
+export async function updateAsset(
+  actorId: string,
+  householdId: string,
+  assetId: string,
+  input: AssetForm,
+): Promise<ActionResult> {
+  const ctx = await loadContext(actorId, householdId, "member");
+  if (!ctx) return fail(tr.common.unauthorized);
+  const a = await loadAsset(ctx, assetId);
+  if (!a) return fail(tr.common.notFound);
+  if (
+    input.assetKey !== a.assetKey &&
+    (await AssetMovementModel.exists({ assetId: a._id, deletedAt: null }))
+  )
+    return fail(t.errors.assetKeyLocked, { assetKey: t.errors.assetKeyLocked });
+  const actor = new Types.ObjectId(actorId);
+  const owner = a.ownerUserId ?? (input.isPrivate ? actor : null);
+  await AssetModel.updateOne(
+    { _id: a._id, householdId: ctx.m.householdId },
+    {
+      $set: {
+        assetKey: input.assetKey,
+        name: input.name,
+        note: input.note,
+        isPrivate: input.isPrivate,
+        ownerUserId: input.isPrivate ? owner : null,
+        updatedBy: actor,
+      },
+    },
+  );
+  return ok(undefined);
+}
+
+export async function deleteAsset(
+  actorId: string,
+  householdId: string,
+  assetId: string,
+): Promise<ActionResult> {
+  const ctx = await loadContext(actorId, householdId, "member");
+  if (!ctx) return fail(tr.common.unauthorized);
+  const a = await loadAsset(ctx, assetId);
+  if (!a) return fail(tr.common.notFound);
+  if (await AssetMovementModel.exists({ assetId: a._id, deletedAt: null }))
+    return fail(t.errors.hasMovements);
+  const actor = new Types.ObjectId(actorId);
+  await AssetModel.updateOne({ _id: a._id }, { $set: { deletedAt: new Date(), updatedBy: actor } });
+  await writeAudit({
+    action: "asset.delete",
+    actorId: actor,
+    householdId: ctx.m.householdId,
+    targetType: "asset",
+    targetId: String(a._id),
+    diff: { name: a.name, assetKey: a.assetKey },
+  });
+  return ok(undefined);
+}
+
+// --- Hareketler ---
+
+function checkAccount(ctx: Ctx, id: string | null) {
+  if (!id) return null;
+  const a = ctx.accountMap.get(id);
+  return a && !a.hidden && !a.archived ? a : null;
+}
+
+/** Tutar ve birim fiyatı tamamlar (bkz. movementFormSchema). */
+async function resolveAmount(
+  householdId: Types.ObjectId,
+  assetKey: AssetKey,
+  input: MovementForm,
+): Promise<{ unitPriceMinor: number | null; amountMinor: number } | null> {
+  if (input.kind === "gift_out") return { unitPriceMinor: null, amountMinor: 0 };
+  if (input.amount !== null)
+    return {
+      amountMinor: input.amount,
+      unitPriceMinor:
+        input.unitPrice ?? Math.round((input.amount * QUANTITY_SCALE) / input.quantity),
+    };
+  let unit = input.unitPrice;
+  if (unit === null) {
+    const p = await priceOn(householdId, assetKey, input.date);
+    // Alımda kurumun satış fiyatı ödenir; satış ve hediye değeri alış fiyatıyla.
+    unit = p ? (input.kind === "buy" ? p.sellMinor : p.buyMinor) : null;
+  }
+  if (unit === null) return null;
+  return { unitPriceMinor: unit, amountMinor: valueOf(input.quantity, unit) };
+}
+
+export async function addMovement(
+  actorId: string,
+  householdId: string,
+  assetId: string,
+  input: MovementForm,
+  opts: { inKindDebtId?: Types.ObjectId; session?: mongoose.ClientSession } = {},
+): Promise<ActionResult<{ id: string }>> {
+  const ctx = await loadContext(actorId, householdId, "member");
+  if (!ctx) return fail(tr.common.unauthorized);
+  const a = await loadAsset(ctx, assetId);
+  if (!a) return fail(tr.common.notFound);
+  if (input.date > todayIstanbul()) return fail(t.errors.futureDate, { date: t.errors.futureDate });
+  const date = istanbulDayStart(input.date);
+  if (!date) return fail(tr.validation.date, { date: tr.validation.date });
+  const account = checkAccount(ctx, input.accountId);
+  if (input.accountId && !account)
+    return fail(tr.transactions.validation.accountInvalid, {
+      accountId: tr.transactions.validation.accountInvalid,
+    });
+  const amount = await resolveAmount(ctx.m.householdId, a.assetKey, input);
+  if (!amount) return fail(t.errors.noPrice, { amount: t.errors.noPrice });
+
+  // Eldeki miktar: yeni hareket aynı günün sonuna eklenmiş gibi doğrulanır.
+  const existing = (await loadMovements(ctx.m.householdId, [a._id])).get(String(a._id)) ?? [];
+  const now = new Date();
+  const candidate = [
+    ...existing,
+    { kind: input.kind, date: input.date, quantity: input.quantity, createdAt: now } as MovementDoc,
+  ]
+    .map((m) => ({ ...m, amountMinor: m.amountMinor ?? 0 }))
+    .sort(sortMovements);
+  if (runMovements(candidate).negativeAt !== null)
+    return fail(t.errors.insufficient, { quantity: t.errors.insufficient });
+
+  const actor = new Types.ObjectId(actorId);
+  const movementId = new Types.ObjectId();
+  const label = formatAssetQuantity(a.assetKey, input.quantity);
+  const write = async (session: mongoose.ClientSession) => {
+    let transactionId: Types.ObjectId | null = null;
+    if (account && amount.amountMinor > 0 && (input.kind === "buy" || input.kind === "sell")) {
+      const out = input.kind === "buy";
+      const description = t.txDescription[input.kind](label, a.name);
+      const [tx] = await TransactionModel.create(
+        [
+          {
+            householdId: ctx.m.householdId,
+            type: "transfer",
+            status: "posted",
+            date,
+            // Alım hesaptan çıkar (varlığa); satış hesaba girer (varlıktan).
+            accountId: out ? account.id : null,
+            toAccountId: out ? null : account.id,
+            amountMinor: amount.amountMinor,
+            description,
+            searchText: foldTr(description),
+            assetId: a._id,
+            createdBy: actor,
+            updatedBy: actor,
+          },
+        ],
+        { session },
+      );
+      transactionId = tx!._id;
+    }
+    await AssetMovementModel.create(
+      [
+        {
+          _id: movementId,
+          householdId: ctx.m.householdId,
+          assetId: a._id,
+          kind: input.kind,
+          date: input.date,
+          quantity: input.quantity,
+          unitPriceMinor: amount.unitPriceMinor,
+          amountMinor: amount.amountMinor,
+          accountId: account && transactionId ? account.id : null,
+          transactionId,
+          storage: input.storage,
+          note: input.note,
+          inKindDebtId: opts.inKindDebtId ?? null,
+          createdBy: actor,
+          createdAt: now,
+        },
+      ],
+      { session },
+    );
+  };
+  if (opts.session) await write(opts.session);
+  else await mongoose.connection.transaction(write);
+  return ok({ id: String(movementId) });
+}
+
+export async function deleteMovement(
+  actorId: string,
+  householdId: string,
+  movementId: string,
+): Promise<ActionResult> {
+  const ctx = await loadContext(actorId, householdId, "member");
+  if (!ctx) return fail(tr.common.unauthorized);
+  const id = toObjectId(movementId);
+  if (!id) return fail(tr.common.notFound);
+  const m = await AssetMovementModel.findOne({
+    _id: id,
+    householdId: ctx.m.householdId,
+    deletedAt: null,
+  }).lean<MovementDoc>();
+  if (!m || !visibleAsset(ctx, m.assetId)) return fail(tr.common.notFound);
+  const rest = (
+    (await loadMovements(ctx.m.householdId, [m.assetId])).get(String(m.assetId)) ?? []
+  ).filter((x) => !x._id.equals(m._id));
+  if (runMovements(rest).negativeAt !== null) return fail(t.errors.deleteBreaks);
+  const actor = new Types.ObjectId(actorId);
+  await mongoose.connection.transaction(async (session) => {
+    const now = new Date();
+    await AssetMovementModel.updateOne({ _id: m._id }, { $set: { deletedAt: now } }, { session });
+    if (m.transactionId)
+      await TransactionModel.updateOne(
+        { _id: m.transactionId, householdId: ctx.m.householdId },
+        { $set: { deletedAt: now, updatedBy: actor } },
+        { session },
+      );
+    await writeAudit(
+      {
+        action: "asset.movement.delete",
+        actorId: actor,
+        householdId: ctx.m.householdId,
+        targetType: "assetMovement",
+        targetId: String(m._id),
+        diff: { kind: m.kind, quantity: m.quantity, amountMinor: m.amountMinor, date: m.date },
+      },
+      session,
+    );
+  });
+  return ok(undefined);
+}
+
+// --- Dönemsel rapor ---
+
+export const REPORT_RANGES = ["3", "6", "12", "tum"] as const;
+export type ReportRange = (typeof REPORT_RANGES)[number];
+
+/**
+ * Seçilen aralıkta (son N ay veya ilk hareketten bugüne) yatırılan TL, dönem sonu değer,
+ * kâr/zarar ve aylık değer noktaları. `assetId` verilirse yalnızca o varlık, yoksa tüm görünür
+ * varlıkların toplamı.
+ */
+export async function getPeriodReport(
+  userId: string,
+  householdId: string,
+  range: ReportRange,
+  assetId?: string,
+): Promise<(PeriodReport & { excluded: number }) | null> {
+  const ctx = await loadContext(userId, householdId, "viewer");
+  if (!ctx) return null;
+  let docs: AssetDoc[];
+  if (assetId) {
+    const a = await loadAsset(ctx, assetId);
+    if (!a) return null;
+    docs = [a];
+  } else {
+    docs = (
+      await AssetModel.find({ householdId: ctx.m.householdId, deletedAt: null }).lean<AssetDoc[]>()
+    ).filter((a) => visibleAsset(ctx, a._id));
+  }
+  const movements = await loadMovements(
+    ctx.m.householdId,
+    docs.map((a) => a._id),
+  );
+  const to = todayIstanbul();
+  let from: string;
+  if (range === "tum") {
+    const first = [...movements.values()]
+      .flat()
+      .map((m) => m.date)
+      .sort()[0];
+    from = first && first < to ? first : addDays(to, -1);
+  } else from = addMonths(to, -Number(range));
+  const price = await buyPriceLookup(
+    ctx.m.householdId,
+    [...new Set(docs.map((a) => a.assetKey))],
+    to,
+  );
+  const reports = docs.map((a) =>
+    periodReport(movements.get(String(a._id)) ?? [], (date) => price(a.assetKey, date), from, to),
+  );
+  if (assetId) return { ...reports[0]!, excluded: 0 };
+  // Toplamda fiyatı eksik varlıklar (kâr hesaplanamayan) dışarıda bırakılır ve sayılır.
+  const priced = reports.filter((r) => r.profitMinor !== null);
+  return { ...sumReports(priced, from, to), excluded: reports.length - priced.length };
+}

src/features/contacts/service.int.test.ts

@@ -214,9 +214,7 @@ describe("cari defteri", () => {
   });
 
   it("aynı ad engellenir; arşivli cariye hareket eklenmez", async () => {
-    expect((await createContact(ayse, cakir, contactForm({ name: "kemal TEST" }))).ok).toBe(
+    expect((await createContact(ayse, cakir, contactForm({ name: "kemal TEST" }))).ok).toBe(false);
-      false,
-    );
     expect((await setContactArchived(ayse, cakir, ahmet, true)).ok).toBe(true);
     expect(
       (await createContactEntry(ayse, cakir, ahmet, entry({ accountId: await acc("Cüzdan") }))).ok,

src/features/in-kind/components/in-kind-section.tsx

@@ -16,6 +16,7 @@ import {
   AlertDialogTitle,
 } from "@/components/ui/alert-dialog";
 import { Badge } from "@/components/ui/badge";
+import { Checkbox } from "@/components/ui/checkbox";
 import { Button } from "@/components/ui/button";
 import { Card, CardContent, CardDescription, CardHeader, CardTitle } from "@/components/ui/card";
 import {
@@ -35,6 +36,7 @@ import {
   SelectValue,
 } from "@/components/ui/select";
 import { Tabs, TabsList, TabsTrigger } from "@/components/ui/tabs";
+import { getAssetOptionsAction, type AssetOption } from "@/features/assets/actions";
 import { getTransactionFormOptionsAction } from "@/features/transactions/actions";
 import { AccountSelect } from "@/features/transactions/components/transaction-form";
 import type { TransactionFormOptions } from "@/features/transactions/service";
@@ -65,7 +67,7 @@ const qtyInput = (q: number) =>
   (q / QUANTITY_SCALE).toLocaleString("tr-TR", { maximumFractionDigits: 3, useGrouping: false });
 
 /** Hesap seçenekleri (diyaloglar açıldığında). */
-function useAccounts() {
+export function useAccounts() {
   const [options, setOptions] = useState<TransactionFormOptions | null>(null);
   useEffect(() => {
     let cancelled = false;
@@ -79,6 +81,21 @@ function useAccounts() {
   return options?.accounts ?? null;
 }
 
+/** Kaydın varlık türündeki birikim varlıkları (ödeme diyaloğu açıldığında). */
+function useAssetOptions(assetKey: AssetKey) {
+  const [options, setOptions] = useState<AssetOption[] | null>(null);
+  useEffect(() => {
+    let cancelled = false;
+    getAssetOptionsAction().then((r) => {
+      if (!cancelled && r.ok) setOptions(r.data.filter((a) => a.assetKey === assetKey));
+    });
+    return () => {
+      cancelled = true;
+    };
+  }, [assetKey]);
+  return options;
+}
+
 function Stat({ label, value, tone }: { label: string; value: string; tone?: string }) {
   return (
     <div className="min-w-0">
@@ -602,16 +619,23 @@ function PaymentForm({ item, onClose }: { item: InKindView; onClose: () => void
   });
   const [errors, setErrors] = useState<Errors>({});
   const [busy, setBusy] = useState(false);
+  const assets = useAssetOptions(item.assetKey);
+  const [link, setLink] = useState(false);
+  const [assetId, setAssetId] = useState("");
+  const linked = method === "asset" && link;
+  const linkAssetId = assetId || assets?.[0]?.id || "";
 
   async function submit(e: React.FormEvent) {
     e.preventDefault();
     setBusy(true);
+    const amount = linked ? "" : v.amount;
     const r = await recordPaymentAction(item.id, {
       method,
       date: v.date,
       quantity: method === "cash" ? "" : v.quantity,
-      amount: v.amount,
+      amount,
-      accountId: v.amount ? v.accountId || accounts?.[0]?.id || "" : "",
+      accountId: amount ? v.accountId || accounts?.[0]?.id || "" : "",
+      assetId: linked ? linkAssetId : "",
       note: v.note,
     });
     setBusy(false);
@@ -659,17 +683,19 @@ function PaymentForm({ item, onClose }: { item: InKindView; onClose: () => void
                 {errors.quantity ? <FieldError>{errors.quantity}</FieldError> : null}
               </Field>
             ) : null}
-            <Field data-invalid={Boolean(errors.amount)}>
+            {linked || (method === "asset" && !debt) ? null : (
-              <FieldLabel htmlFor="pay-amount">
+              <Field data-invalid={Boolean(errors.amount)}>
-                {method === "cash" ? f.amount : f.assetAmount}
+                <FieldLabel htmlFor="pay-amount">
-              </FieldLabel>
+                  {method === "cash" ? f.amount : f.assetAmount}
-              <MoneyInput
+                </FieldLabel>
-                id="pay-amount"
+                <MoneyInput
-                value={v.amount}
+                  id="pay-amount"
-                onChange={(x) => setV((s) => ({ ...s, amount: x }))}
+                  value={v.amount}
-              />
+                  onChange={(x) => setV((s) => ({ ...s, amount: x }))}
-              {errors.amount ? <FieldError>{errors.amount}</FieldError> : null}
+                />
-            </Field>
+                {errors.amount ? <FieldError>{errors.amount}</FieldError> : null}
+              </Field>
+            )}
             <Field>
               <FieldLabel htmlFor="pay-date">{tr.transactions.fields.date}</FieldLabel>
               <Input
@@ -684,7 +710,49 @@ function PaymentForm({ item, onClose }: { item: InKindView; onClose: () => void
           {method === "cash" ? (
             <FieldDescription className="-mt-2">{f.quantityHint}</FieldDescription>
           ) : null}
-          {method === "cash" || v.amount ? (
+          {method === "asset" ? (
+            <div className="flex flex-col gap-2 rounded-lg border p-3">
+              <label className="flex items-start gap-2 text-sm">
+                <Checkbox
+                  checked={link}
+                  onCheckedChange={(x) => setLink(x === true)}
+                  disabled={!assets?.length}
+                  className="mt-0.5"
+                />
+                <span>
+                  {debt ? t.link.debt : t.link.receivable}
+                  <span className="block text-xs text-muted-foreground">
+                    {assets && !assets.length
+                      ? t.link.none
+                      : debt
+                        ? t.link.debtHint
+                        : t.link.receivableHint}
+                  </span>
+                </span>
+              </label>
+              {link && assets?.length ? (
+                <Field data-invalid={Boolean(errors.assetId)}>
+                  <FieldLabel htmlFor="pay-asset" className="sr-only">
+                    {t.link.asset}
+                  </FieldLabel>
+                  <Select value={linkAssetId} onValueChange={setAssetId}>
+                    <SelectTrigger id="pay-asset" className="w-full">
+                      <SelectValue>{assets.find((a) => a.id === linkAssetId)?.name}</SelectValue>
+                    </SelectTrigger>
+                    <SelectContent>
+                      {assets.map((a) => (
+                        <SelectItem key={a.id} value={a.id}>
+                          {a.name} · {formatAssetQuantity(item.assetKey, a.quantity)}
+                        </SelectItem>
+                      ))}
+                    </SelectContent>
+                  </Select>
+                  {errors.assetId ? <FieldError>{errors.assetId}</FieldError> : null}
+                </Field>
+              ) : null}
+            </div>
+          ) : null}
+          {(method === "cash" || v.amount) && !linked ? (
             <Field data-invalid={Boolean(errors.accountId)}>
               <FieldLabel htmlFor="pay-account">{f.account}</FieldLabel>
               <AccountSelect

src/features/in-kind/prices.ts

@@ -0,0 +1,60 @@
+import "server-only";
+import type { Types } from "mongoose";
+import { AssetPriceModel } from "@/models/asset-price";
+import type { AssetKey } from "@/shared/assets";
+
+/** Fiyat tablosu okuma yardımcıları (aynî kayıtlar ve varlık takibi ortak kullanır). */
+
+export type PriceQuote = { buyMinor: number; sellMinor: number; date: string };
+
+/** Varlığın verilen tarihteki (veya öncesindeki en yakın) fiyatı. */
+export async function priceOn(
+  householdId: Types.ObjectId,
+  assetKey: AssetKey,
+  date: string,
+): Promise<PriceQuote | null> {
+  const p = await AssetPriceModel.findOne({ householdId, assetKey, date: { $lte: date } })
+    .sort({ date: -1 })
+    .lean();
+  return p ? { buyMinor: p.buyMinor, sellMinor: p.sellMinor, date: p.date } : null;
+}
+
+/**
+ * Varlıkların `to` tarihine kadarki tüm fiyatları; dönen fonksiyon bir tarihteki (veya
+ * öncesindeki en yakın) alış fiyatını verir (yoksa null).
+ */
+export async function buyPriceLookup(
+  householdId: Types.ObjectId,
+  assetKeys: AssetKey[],
+  to: string,
+): Promise<(assetKey: AssetKey, date: string) => number | null> {
+  const rows = await AssetPriceModel.find({
+    householdId,
+    assetKey: { $in: assetKeys },
+    date: { $lte: to },
+  })
+    .sort({ date: 1 })
+    .lean();
+  const by = new Map<string, { date: string; buyMinor: number }[]>();
+  for (const r of rows) {
+    const list = by.get(r.assetKey) ?? [];
+    list.push({ date: r.date, buyMinor: r.buyMinor });
+    by.set(r.assetKey, list);
+  }
+  return (assetKey, date) => {
+    const list = by.get(assetKey);
+    if (!list) return null;
+    // İkili arama: date'ten küçük-eşit son kayıt.
+    let lo = 0;
+    let hi = list.length - 1;
+    let found = -1;
+    while (lo <= hi) {
+      const mid = (lo + hi) >> 1;
+      if (list[mid]!.date <= date) {
+        found = mid;
+        lo = mid + 1;
+      } else hi = mid - 1;
+    }
+    return found === -1 ? null : list[found]!.buyMinor;
+  };
+}

src/features/in-kind/service.ts

@@ -9,6 +9,9 @@ import { toObjectId } from "@/lib/object-id";
 import { AssetPriceModel } from "@/models/asset-price";
 import { InKindDebtModel } from "@/models/in-kind-debt";
 import { TransactionModel } from "@/models/transaction";
+import { addMovement } from "@/features/assets/service";
+import { AssetMovementModel } from "@/models/asset-movement";
+import { priceOn, type PriceQuote } from "./prices";
 import {
   ASSET_KEYS,
   formatAssetQuantity,
@@ -38,19 +41,7 @@ const t = tr.inKind;
 
 // --- Fiyat tablosu ---
 
-export type PriceQuote = { buyMinor: number; sellMinor: number; date: string };
+export { priceOn, type PriceQuote } from "./prices";
-
-/** Varlığın verilen tarihteki (veya öncesindeki en yakın) fiyatı. */
-export async function priceOn(
-  householdId: Types.ObjectId,
-  assetKey: AssetKey,
-  date: string,
-): Promise<PriceQuote | null> {
-  const p = await AssetPriceModel.findOne({ householdId, assetKey, date: { $lte: date } })
-    .sort({ date: -1 })
-    .lean();
-  return p ? { buyMinor: p.buyMinor, sellMinor: p.sellMinor, date: p.date } : null;
-}
 
 export type PriceRow = { assetKey: AssetKey; latest: PriceQuote | null; history: PriceQuote[] };
 
@@ -381,6 +372,11 @@ export async function deleteInKind(
     { _id: d._id },
     { $set: { deletedAt: new Date(), updatedBy: actor } },
   );
+  // Bağlı varlık hareketleri serbest kalır (Birikim sayfasından yönetilebilir).
+  await AssetMovementModel.updateMany(
+    { householdId: ctx.m.householdId, inKindDebtId: d._id },
+    { $set: { inKindDebtId: null } },
+  );
   await writeAudit({
     action: "inkind.delete",
     actorId: actor,
@@ -491,7 +487,15 @@ export async function recordPayment(
     contactName,
   );
 
-  await mongoose.connection.transaction(async (session) => {
+  if (input.assetId) {
+    const asset = ctx.assetMap.get(input.assetId);
+    if (!asset || asset.hidden || asset.deleted)
+      return fail(tr.common.notFound, { assetId: tr.common.notFound });
+    if (asset.assetKey !== d.assetKey)
+      return fail(t.link.assetMismatch, { assetId: t.link.assetMismatch });
+  }
+
+  const writePayment = async (session: mongoose.ClientSession) => {
     let transactionId: Types.ObjectId | null = null;
     if (amountMinor > 0 && account) {
       const out = d.direction === "debt";
@@ -549,10 +553,50 @@ export async function recordPayment(
       },
       session,
     );
-  });
+  };
+
+  try {
+    await mongoose.connection.transaction(async (session) => {
+      // Varlık bağlantısı: borç ödemesi varlıktan çıkış, alacak tahsilatı varlığa giriş.
+      if (input.assetId) {
+        const r = await addMovement(
+          actorId,
+          householdId,
+          input.assetId,
+          {
+            kind: d.direction === "debt" ? "gift_out" : "gift_in",
+            date: input.date,
+            quantity,
+            unitPrice: d.direction === "debt" ? null : (d.unitPriceMinor ?? null),
+            amount: null,
+            accountId: null,
+            storage: "",
+            note: t.link.movementNote(contactName),
+          },
+          { inKindDebtId: d._id, session },
+        );
+        if (!r.ok) throw new LinkError(r.error, r.fieldErrors?.quantity);
+      }
+      await writePayment(session);
+    });
+  } catch (error) {
+    if (error instanceof LinkError)
+      return fail(error.message, error.quantity ? { quantity: error.quantity } : undefined);
+    throw error;
+  }
   return ok({ closed });
 }
 
+/** Varlık hareketi eklenemedi: transaction geri alınır, hata kullanıcıya döner. */
+class LinkError extends Error {
+  constructor(
+    message: string,
+    readonly quantity?: string,
+  ) {
+    super(message);
+  }
+}
+
 /** Cari listesi için açık aynî kayıt özetleri (cari kimliği → etiketler). */
 export async function openInKindByContact(
   userId: string,

src/features/net-worth/components/net-worth-card.tsx

@@ -0,0 +1,62 @@
+import { Card, CardContent } from "@/components/ui/card";
+import { tr } from "@/i18n/tr";
+import { cn } from "@/lib/utils";
+import { formatMoney } from "@/shared/format";
+import type { NetWorth } from "../service";
+
+const t = tr.assets.netWorth;
+
+/** Net varlık dökümü: artılar ve eksiler, altta toplam. */
+export function NetWorthCard({ data }: { data: NetWorth }) {
+  const rows: { label: string; minor: number; sign: 1 | -1 }[] = [
+    { label: t.accounts, minor: data.accountsMinor, sign: 1 },
+    { label: t.assets, minor: data.assetsMinor, sign: 1 },
+    { label: t.contactReceivable, minor: data.contactReceivableMinor, sign: 1 },
+    { label: t.inKindReceivable, minor: data.inKindReceivableMinor, sign: 1 },
+    { label: t.cardDebt, minor: data.cardDebtMinor, sign: -1 },
+    { label: t.contactPayable, minor: data.contactPayableMinor, sign: -1 },
+    { label: t.inKindPayable, minor: data.inKindPayableMinor, sign: -1 },
+  ];
+  const plus = rows.filter((r) => r.sign === 1);
+  const minus = rows.filter((r) => r.sign === -1);
+  const list = (items: typeof rows) => (
+    <dl className="flex flex-col text-sm">
+      {items.map((r) => (
+        <div key={r.label} className="flex items-center justify-between gap-2 py-1">
+          <dt className="text-muted-foreground">{r.label}</dt>
+          <dd className="tabular-nums">
+            {r.sign < 0 && r.minor ? "−" : ""}
+            {formatMoney(r.minor)}
+          </dd>
+        </div>
+      ))}
+    </dl>
+  );
+  return (
+    <Card size="sm">
+      <CardContent className="flex flex-col gap-3">
+        <div>
+          <p
+            className={cn(
+              "text-3xl font-semibold tracking-tight tabular-nums",
+              data.totalMinor < 0 && "text-expense",
+            )}
+          >
+            {formatMoney(data.totalMinor)}
+          </p>
+          <p className="text-sm text-muted-foreground">{t.description}</p>
+        </div>
+        <div className="grid gap-x-8 gap-y-1 border-t pt-2 sm:grid-cols-2">
+          {list(plus)}
+          {list(minus)}
+        </div>
+        {data.missingPrice ? (
+          <p className="text-xs text-muted-foreground">{t.missingPrice(data.missingPrice)}</p>
+        ) : null}
+        {data.includesHidden ? (
+          <p className="text-xs text-muted-foreground">{t.includesHidden}</p>
+        ) : null}
+      </CardContent>
+    </Card>
+  );
+}

src/features/net-worth/service.int.test.ts

@@ -0,0 +1,310 @@
+import { afterAll, beforeAll, describe, expect, it } from "vitest";
+import { addMovement, createAsset, getAsset, getPeriodReport } from "@/features/assets/service";
+import { createContactEntry, createContact } from "@/features/contacts/service";
+import {
+  createInKind,
+  deleteInKind,
+  listInKind,
+  recordPayment,
+  savePrice,
+} from "@/features/in-kind/service";
+import { AccountModel } from "@/models/account";
+import { AssetModel } from "@/models/asset";
+import { AssetMovementModel } from "@/models/asset-movement";
+import { AssetPriceModel } from "@/models/asset-price";
+import { InKindDebtModel } from "@/models/in-kind-debt";
+import { TransactionModel } from "@/models/transaction";
+import { todayIstanbul } from "@/shared/dates";
+import { addDays, addMonths } from "@/shared/recurrence";
+import { assetFormSchema, movementFormSchema } from "@/shared/schemas/asset";
+import { contactEntrySchema, contactFormSchema } from "@/shared/schemas/contact";
+import {
+  assetPriceFormSchema,
+  inKindFormSchema,
+  paymentFormSchema,
+} from "@/shared/schemas/in-kind";
+import { setupSeededDb, teardownDb } from "@/test/seeded-db";
+import { getNetWorth } from "./service";
+
+let ids: Awaited<ReturnType<typeof setupSeededDb>>;
+let cakir = "";
+let ayse = "";
+let emre = "";
+const today = todayIstanbul();
+
+beforeAll(async () => {
+  ids = await setupSeededDb();
+  cakir = ids.household("Çakır Ailesi");
+  ayse = ids.user("ayse");
+  emre = ids.user("emre");
+  // Seed varlık/fiyat/aynî örnekleri senaryoları etkilemesin.
+  await Promise.all([
+    AssetPriceModel.deleteMany({}),
+    AssetModel.deleteMany({}),
+    AssetMovementModel.deleteMany({}),
+    InKindDebtModel.deleteMany({}),
+    TransactionModel.deleteMany({
+      $or: [{ assetId: { $ne: null } }, { inKindDebtId: { $ne: null } }],
+    }),
+  ]);
+});
+afterAll(teardownDb);
+
+const acc = (name: string) =>
+  AccountModel.findOne({ householdId: cakir, name })
+    .lean()
+    .then((a) => String(a!._id));
+const price = (assetKey: string, date: string, buy: string, sell = "") =>
+  savePrice(ayse, cakir, assetPriceFormSchema.parse({ assetKey, date, buy, sell }));
+const mv = (input: Record<string, unknown>) => movementFormSchema.parse({ date: today, ...input });
+async function asset(name: string, assetKey = "gram_gold", isPrivate = false, by = ayse) {
+  const r = await createAsset(by, cakir, assetFormSchema.parse({ assetKey, name, isPrivate }));
+  return r.ok ? r.data.id : "";
+}
+async function contact(name: string) {
+  const r = await createContact(
+    ayse,
+    cakir,
+    contactFormSchema.parse({ name, openingDate: addDays(today, -200) }),
+  );
+  return r.ok ? r.data.id : "";
+}
+const netWorth = async (user = ayse) => (await getNetWorth(user, cakir))!;
+
+describe("dönemsel rapor", () => {
+  let gold = "";
+
+  it("son 6 ay: yatırılan, dönem sonu değer ve kâr; aylık noktalar", async () => {
+    const m6 = addMonths(today, -6);
+    await price("gram_gold", addDays(m6, -10), "2.500", "2.550");
+    await price("gram_gold", addMonths(today, -3), "2.800", "2.850");
+    await price("gram_gold", today, "3.000", "3.050");
+    gold = await asset("Rapor altın");
+    // Dönem öncesi 2 gr (başlangıç değeri), dönem içinde 10 gr + 1 gr.
+    await addMovement(
+      ayse,
+      cakir,
+      gold,
+      mv({ kind: "buy", date: addDays(m6, -5), quantity: "2", amount: "5.000" }),
+    );
+    await addMovement(
+      ayse,
+      cakir,
+      gold,
+      mv({ kind: "buy", date: addDays(m6, 3), quantity: "10", amount: "25.000" }),
+    );
+    await addMovement(
+      ayse,
+      cakir,
+      gold,
+      mv({ kind: "buy", date: addMonths(today, -2), quantity: "1", amount: "2.850" }),
+    );
+    const r = (await getPeriodReport(ayse, cakir, "6", gold))!;
+    expect(r.from).toBe(m6);
+    expect(r.startValueMinor).toBe(5_000_00);
+    expect(r.investedMinor).toBe(27_850_00);
+    expect(r.endValueMinor).toBe(39_000_00);
+    expect(r.profitMinor).toBe(39_000_00 - 5_000_00 - 27_850_00);
+    expect(r.points[0]!.date).toBe(m6);
+    expect(r.points.at(-1)).toMatchObject({
+      date: today,
+      valueMinor: 39_000_00,
+      costMinor: 32_850_00,
+    });
+    expect(r.points.length).toBeGreaterThanOrEqual(7);
+    // "Tümü" ilk hareketten başlar; başlangıç değeri 0, kâr = değer − maliyet.
+    const all = (await getPeriodReport(ayse, cakir, "tum", gold))!;
+    expect(all.startValueMinor).toBe(0);
+    expect(all.profitMinor).toBe(39_000_00 - 32_850_00);
+  });
+
+  it("toplam rapor gizli varlığı başkasına katmaz; fiyatsız varlık dışarıda sayılır", async () => {
+    const secret = await asset("Gizli altın", "gram_gold", true, emre);
+    await addMovement(emre, cakir, secret, mv({ kind: "buy", quantity: "5", amount: "15.000" }));
+    const silver = await asset("Gümüş", "silver_gram");
+    await addMovement(
+      ayse,
+      cakir,
+      silver,
+      mv({ kind: "gift_in", quantity: "100", amount: "4.000" }),
+    );
+    const forAyse = (await getPeriodReport(ayse, cakir, "tum"))!;
+    expect(forAyse.investedMinor).toBe(32_850_00);
+    expect(forAyse.excluded).toBe(1);
+    const forEmre = (await getPeriodReport(emre, cakir, "tum"))!;
+    expect(forEmre.investedMinor).toBe(32_850_00 + 15_000_00);
+    expect(await getPeriodReport(ayse, cakir, "6", secret)).toBeNull();
+  });
+});
+
+describe("net varlık", () => {
+  it("formül: hesaplar − kart borcu + varlıklar + alacaklar − borçlar", async () => {
+    const n = await netWorth();
+    expect(n.totalMinor).toBe(
+      n.accountsMinor -
+        n.cardDebtMinor +
+        n.assetsMinor +
+        n.contactReceivableMinor -
+        n.contactPayableMinor +
+        n.inKindReceivableMinor -
+        n.inKindPayableMinor,
+    );
+    // Gümüşün fiyatı yok → katılmaz ve sayılır.
+    expect(n.missingPrice).toBe(1);
+    // Emre kendi gizli altınını da görür: 5 × 3.000.
+    expect((await netWorth(emre)).assetsMinor - n.assetsMinor).toBe(15_000_00);
+  });
+
+  it("satış fiyatından alım net varlığı yalnızca makas kadar düşürür; cariden borç almak değiştirmez", async () => {
+    const gold = await asset("Makas altın");
+    const n0 = (await netWorth()).totalMinor;
+    await addMovement(
+      ayse,
+      cakir,
+      gold,
+      mv({ kind: "buy", quantity: "1", accountId: await acc("Ziraat Maaş") }),
+    );
+    expect((await netWorth()).totalMinor).toBe(n0 - 50_00);
+
+    const ali = await contact("Net Ali");
+    const n1 = (await netWorth()).totalMinor;
+    await createContactEntry(
+      ayse,
+      cakir,
+      ali,
+      contactEntrySchema.parse({
+        kind: "borrow",
+        accountId: await acc("Cüzdan"),
+        amount: "1.000",
+        date: today,
+      }),
+    );
+    const n2 = await netWorth();
+    expect(n2.totalMinor).toBe(n1);
+    expect(n2.contactPayableMinor).toBeGreaterThanOrEqual(1_000_00);
+  });
+
+  it("aynî borç satış, aynî alacak alış fiyatıyla düşülür/eklenir", async () => {
+    const hasan = await contact("Net Hasan");
+    const n0 = (await netWorth()).totalMinor;
+    await createInKind(
+      ayse,
+      cakir,
+      hasan,
+      inKindFormSchema.parse({
+        direction: "debt",
+        assetKey: "gram_gold",
+        quantity: "2",
+        date: today,
+      }),
+    );
+    expect((await netWorth()).totalMinor).toBe(n0 - 6_100_00);
+    await createInKind(
+      ayse,
+      cakir,
+      hasan,
+      inKindFormSchema.parse({
+        direction: "receivable",
+        assetKey: "gram_gold",
+        quantity: "1",
+        date: today,
+      }),
+    );
+    expect((await netWorth()).totalMinor).toBe(n0 - 6_100_00 + 3_000_00);
+  });
+});
+
+describe("aynî kayıt ↔ varlık bağlantısı", () => {
+  it("borç aynı varlıkla ödenirken varlıktan düşer; yetersizse hiçbir şey yazılmaz", async () => {
+    const kasa = await asset("Kasa altın");
+    await addMovement(ayse, cakir, kasa, mv({ kind: "buy", quantity: "3", amount: "9.000" }));
+    const veli = await contact("Bağ Veli");
+    const debt = await createInKind(
+      ayse,
+      cakir,
+      veli,
+      inKindFormSchema.parse({
+        direction: "debt",
+        assetKey: "gram_gold",
+        quantity: "5",
+        date: today,
+      }),
+    );
+    const debtId = debt.ok ? debt.data.id : "";
+
+    // 4 gr ödemek istiyor ama kasada 3 gr var → reddedilir, ödeme yazılmaz.
+    const fail = await recordPayment(
+      ayse,
+      cakir,
+      debtId,
+      paymentFormSchema.parse({ method: "asset", date: today, quantity: "4", assetId: kasa }),
+    );
+    expect(fail.ok).toBe(false);
+    expect((await InKindDebtModel.findById(debtId).lean())!.payments).toHaveLength(0);
+
+    const r = await recordPayment(
+      ayse,
+      cakir,
+      debtId,
+      paymentFormSchema.parse({ method: "asset", date: today, quantity: "2", assetId: kasa }),
+    );
+    expect(r).toMatchObject({ ok: true, data: { closed: false } });
+    const a = (await getAsset(ayse, cakir, kasa))!;
+    expect(a.summary.quantity).toBe(1_000);
+    expect(a.movements[0]).toMatchObject({ kind: "gift_out", quantity: 2_000, fromInKind: true });
+    expect((await listInKind(ayse, cakir, veli))![0]!.paidQuantity).toBe(2_000);
+
+    // Kayıt silinince hareket serbest kalır.
+    await deleteInKind(ayse, cakir, debtId);
+    expect((await getAsset(ayse, cakir, kasa))!.movements[0]!.fromInKind).toBe(false);
+  });
+
+  it("alacak aynı varlıkla tahsil edilince varlığa borç tarihindeki fiyatla eklenir", async () => {
+    const ziynet = await asset("Ziynet kutusu", "quarter_gold");
+    const ayten = await contact("Bağ Ayten");
+    const rec = await createInKind(
+      ayse,
+      cakir,
+      ayten,
+      inKindFormSchema.parse({
+        direction: "receivable",
+        assetKey: "quarter_gold",
+        quantity: "2",
+        date: addDays(today, -30),
+        unitPrice: "5.000",
+      }),
+    );
+    const recId = rec.ok ? rec.data.id : "";
+    const gold = await asset("Yanlış tür");
+    expect(
+      (
+        await recordPayment(
+          ayse,
+          cakir,
+          recId,
+          paymentFormSchema.parse({ method: "asset", date: today, quantity: "2", assetId: gold }),
+        )
+      ).ok,
+    ).toBe(false);
+    expect(
+      paymentFormSchema.safeParse({
+        method: "cash",
+        date: today,
+        amount: "1",
+        accountId: await acc("Cüzdan"),
+        assetId: ziynet,
+      }).success,
+    ).toBe(false);
+
+    const r = await recordPayment(
+      ayse,
+      cakir,
+      recId,
+      paymentFormSchema.parse({ method: "asset", date: today, quantity: "2", assetId: ziynet }),
+    );
+    expect(r).toMatchObject({ ok: true, data: { closed: true } });
+    const a = (await getAsset(ayse, cakir, ziynet))!;
+    expect(a.summary).toMatchObject({ quantity: 2_000, costMinor: 10_000_00, investedMinor: 0 });
+    expect(a.movements[0]).toMatchObject({ kind: "gift_in", fromInKind: true });
+  });
+});

src/features/net-worth/service.ts

@@ -0,0 +1,71 @@
+import "server-only";
+import { listAccounts } from "@/features/accounts/service";
+import { listAssets } from "@/features/assets/service";
+import { listContacts } from "@/features/contacts/service";
+import { listInKind } from "@/features/in-kind/service";
+
+/**
+ * Net varlık (Bölüm 6.6): hesap bakiyeleri (kart borçları eksi) + varlıkların güncel değeri
+ * (alış) + cari alacaklar − cari borçlar + aynî alacaklar (alış) − aynî borçlar (satış).
+ * Görünürlük kaynak listelerin kurallarını izler (gizli varlık/cari sayılmaz; gizli hesap
+ * bakiyeleri hane ayarına göre toplama girer).
+ */
+export type NetWorth = {
+  accountsMinor: number;
+  cardDebtMinor: number;
+  assetsMinor: number;
+  contactReceivableMinor: number;
+  contactPayableMinor: number;
+  inKindReceivableMinor: number;
+  inKindPayableMinor: number;
+  totalMinor: number;
+  /** Fiyatı olmadığı için katılmayan varlık + aynî kayıt sayısı. */
+  missingPrice: number;
+  /** Başkasının gizli hesabının bakiyesi toplama dahil (hane ayarı). */
+  includesHidden: boolean;
+};
+
+export async function getNetWorth(userId: string, householdId: string): Promise<NetWorth | null> {
+  const [accounts, assets, contacts, inKind] = await Promise.all([
+    listAccounts(userId, householdId),
+    listAssets(userId, householdId),
+    listContacts(userId, householdId),
+    listInKind(userId, householdId),
+  ]);
+  if (!accounts || !assets || !contacts || !inKind) return null;
+  let inKindReceivableMinor = 0;
+  let inKindPayableMinor = 0;
+  let missingPrice = assets.totals.missingPrice;
+  for (const v of inKind) {
+    if (v.closedAt || v.progress.remainingQuantity === 0) continue;
+    const value = v.progress.currentValueMinor;
+    if (value === null) {
+      missingPrice++;
+      continue;
+    }
+    if (v.direction === "debt") inKindPayableMinor += value;
+    else inKindReceivableMinor += value;
+  }
+  const r = {
+    accountsMinor: accounts.totals.assetsMinor,
+    cardDebtMinor: -accounts.totals.cardDebtMinor,
+    assetsMinor: assets.totals.valueMinor,
+    contactReceivableMinor: contacts.totals.owesMeMinor,
+    contactPayableMinor: contacts.totals.iOweMinor,
+    inKindReceivableMinor,
+    inKindPayableMinor,
+  };
+  return {
+    ...r,
+    totalMinor:
+      r.accountsMinor -
+      r.cardDebtMinor +
+      r.assetsMinor +
+      r.contactReceivableMinor -
+      r.contactPayableMinor +
+      r.inKindReceivableMinor -
+      r.inKindPayableMinor,
+    missingPrice,
+    includesHidden: accounts.totals.includesHidden,
+  };
+}

src/features/transactions/components/transaction-parts.tsx

@@ -2,6 +2,7 @@
 
 import {
   ArrowLeftRight,
+  Coins,
   Users,
   CheckCheck,
   Copy,
@@ -130,6 +131,7 @@ export function rowTitle(item: TransactionListItem) {
 function baseTitle(item: TransactionListItem) {
   if (item.isAdjustment) return t.adjustment;
   if (item.contact) return item.contact.name;
+  if (item.asset) return item.asset.name;
   if (item.payeeName) return item.payeeName;
   if (item.description) return item.description;
   if (item.type === "transfer") return t.types.transfer;
@@ -141,6 +143,10 @@ export function rowSubtitle(item: TransactionListItem) {
     const account = item.account?.name ?? item.toAccount?.name ?? "—";
     return `${tr.contacts.kinds[item.contact.kind]} · ${account}`;
   }
+  if (item.asset)
+    return item.account
+      ? t.list.transfer(item.account.name, item.asset.name)
+      : t.list.transfer(item.asset.name, item.toAccount?.name ?? "—");
   if (item.type === "transfer")
     return t.list.transfer(item.account?.name ?? "—", item.toAccount?.name ?? "—");
   const what = item.isAdjustment
@@ -183,7 +189,14 @@ function DetailDialog({
       onOpenChange={onOpenChange}
       title={d.title}
       footer={
-        detail && canWrite ? (
+        detail && canWrite && detail.asset ? (
+          <Button asChild>
+            <Link href={`/birikim/${detail.asset.id}`}>
+              <Coins />
+              {tr.assets.open}
+            </Link>
+          </Button>
+        ) : detail && canWrite ? (
           <>
             <Button variant="destructive" onClick={() => onDelete(detail)}>
               <Trash2 />
@@ -239,6 +252,14 @@ function DetailDialog({
                   </Link>,
                 )
               : null}
+            {detail.asset
+              ? row(
+                  tr.assets.asset,
+                  <Link href={`/birikim/${detail.asset.id}`} className="hover:underline">
+                    {detail.asset.name}
+                  </Link>,
+                )
+              : null}
             {detail.account
               ? row(
                   detail.type === "transfer" ? t.fields.fromAccount : t.fields.account,

src/features/transactions/service.ts

@@ -13,6 +13,7 @@ import { writeAudit } from "@/lib/audit";
 import { getDb } from "@/lib/db/mongo";
 import { toObjectId } from "@/lib/object-id";
 import { AccountModel } from "@/models/account";
+import { AssetModel } from "@/models/asset";
 import { ContactModel } from "@/models/contact";
 import { CategoryModel } from "@/models/category";
 import { PayeeModel } from "@/models/payee";
@@ -70,7 +71,7 @@ export async function loadContext(
   const m = await resolveMembership(userId, householdId, minRole);
   if (!m) return null;
   await postDueInstallments(m.householdId);
-  const [accounts, categories, contacts] = await Promise.all([
+  const [accounts, categories, contacts, assets] = await Promise.all([
     AccountModel.find({ householdId: m.householdId })
       .select({ name: 1, type: 1, archivedAt: 1, isPrivate: 1, ownerUserId: 1, icon: 1, color: 1 })
       .lean(),
@@ -89,6 +90,9 @@ export async function loadContext(
     ContactModel.find({ householdId: m.householdId })
       .select({ name: 1, isPrivate: 1, ownerUserId: 1, archivedAt: 1 })
       .lean(),
+    AssetModel.find({ householdId: m.householdId })
+      .select({ name: 1, assetKey: 1, isPrivate: 1, ownerUserId: 1, deletedAt: 1 })
+      .lean(),
   ]);
   const accountMap = new Map<string, AccountInfo>(
     accounts.map((a) => [
@@ -143,6 +147,19 @@ export async function loadContext(
     ]),
   );
   const hiddenContactIds = [...contactMap.values()].filter((c) => c.hidden).map((c) => c.id);
+  const assetMap = new Map(
+    assets.map((a) => [
+      String(a._id),
+      {
+        id: a._id,
+        name: a.name,
+        assetKey: a.assetKey,
+        deleted: Boolean(a.deletedAt),
+        hidden: Boolean(a.isPrivate) && String(a.ownerUserId) !== userId,
+      },
+    ]),
+  );
+  const hiddenAssetIds = [...assetMap.values()].filter((a) => a.hidden).map((a) => a.id);
   return {
     m,
     accountMap,
@@ -150,13 +167,15 @@ export async function loadContext(
     contactMap,
     hiddenAccountIds,
     hiddenContactIds,
+    assetMap,
+    hiddenAssetIds,
     flatCategories: flat,
   };
 }
 
 export type Ctx = NonNullable<Awaited<ReturnType<typeof loadContext>>>;
 
-/** Gizli hesaplara veya gizli carilere dokunan işlemleri dışlayan temel filtre. */
+/** Gizli hesaplara, gizli carilere veya gizli varlıklara dokunan işlemleri dışlayan temel filtre. */
 export function baseFilter(ctx: Ctx): Record<string, unknown> {
   const f: Record<string, unknown> = { householdId: ctx.m.householdId, deletedAt: null };
   if (ctx.hiddenAccountIds.length) {
@@ -164,6 +183,7 @@ export function baseFilter(ctx: Ctx): Record<string, unknown> {
     f.toAccountId = { $nin: ctx.hiddenAccountIds };
   }
   if (ctx.hiddenContactIds.length) f.contactId = { $nin: ctx.hiddenContactIds };
+  if (ctx.hiddenAssetIds.length) f.assetId = { $nin: ctx.hiddenAssetIds };
   return f;
 }
 
@@ -473,6 +493,7 @@ export async function updateTransaction(
   if (current.isAdjustment) return fail(t.adjustmentReadOnly);
   // Cari hareketi cari sayfasındaki formla düzenlenir (tür ve yön cariye özgü).
   if (current.contactId) return fail(t.contactEditHint);
+  if (current.assetId) return fail(t.assetLocked);
   const built = buildDoc(ctx, input, current);
   if (!built.ok) return built;
   const d = built.data as {
@@ -534,6 +555,8 @@ export async function setTransactionDeleted(
   if (!current || Boolean(current.deletedAt) === deleted) return fail(tr.common.notFound);
   // Aynî borç ödemesi kaydın ödeme geçmişinin parçasıdır; tek başına silinmez.
   if (current.inKindRole === "payment") return fail(t.inKindPaymentLocked);
+  // Varlık alım/satışı hareketin parçasıdır; hareket Birikim sayfasından silinir.
+  if (current.assetId) return fail(t.assetLocked);
   const actor = new Types.ObjectId(actorId);
   await TransactionModel.updateOne(
     { _id: current._id, householdId: ctx.m.householdId },
@@ -602,6 +625,8 @@ export type TransactionListItem = {
   toAccount: { id: string; name: string } | null;
   /** Cari transferi: kişi ve hareket türü. */
   contact: { id: string; name: string; kind: ContactEntryKind } | null;
+  /** Varlık alımı/satışı: karşı taraf varlık. */
+  asset: { id: string; name: string } | null;
   category: { id: string; name: string; path: string; icon: IconKey; color: Swatch } | null;
   splitCount: number;
   payeeName: string;
@@ -683,6 +708,9 @@ export function toItem(ctx: Ctx, tx: LeanTx, names: Map<string, string>): Transa
             kind: tx.contactKind,
           }
         : null,
+    asset: tx.assetId
+      ? { id: String(tx.assetId), name: ctx.assetMap.get(String(tx.assetId))?.name ?? "—" }
+      : null,
     installment: tx.installment?.planId
       ? {
           planId: String(tx.installment.planId),

src/i18n/tr.ts

@@ -364,6 +364,7 @@ export const tr = {
     cancelInstallments: "Kalan taksitleri iptal et",
     contactEditHint: "Cari hareketi cari sayfasından düzenlenir.",
     inKindPaymentLocked: "Aynî borç ödemesi silinemez; ödeme cari sayfasındaki kayda bağlıdır.",
+    assetLocked: "Varlık alım/satış işlemi Birikim sayfasındaki hareketten yönetilir.",
     readOnly: "İzleyici rolündesiniz; işlem ekleyemezsiniz.",
     noAccounts: "İşlem girmek için önce bir hesap gerekli.",
     noAccountsLink: "Hesaplara git",
@@ -638,6 +639,169 @@ export const tr = {
       price: "Alış veya satış fiyatı girin",
       amount: "Tutar girin",
       account: "Hesap seçin",
+      assetOnlyWithAsset: "Varlık bağlantısı yalnızca aynı varlıkla ödemede kullanılır.",
+      noAmountWithAsset: "Varlıktan ödemede TL tutar girilmez.",
+    },
+    link: {
+      debt: "Birikimdeki varlıktan düş",
+      receivable: "Birikimdeki varlığa ekle",
+      debtHint: "Ödenen miktar seçilen varlıktan ortalama maliyetle çıkar.",
+      receivableHint:
+        "Tahsil edilen miktar seçilen varlığa eklenir; maliyet borç tarihindeki birim fiyattır.",
+      asset: "Varlık",
+      none: "Bu türde varlık yok; önce Birikim sayfasından ekleyin.",
+      movementNote: (name: string) => `Aynî kayıt: ${name}`,
+      assetMismatch: "Seçilen varlık bu kaydın varlık türünde değil.",
+    },
+  },
+  assets: {
+    title: "Birikim",
+    description:
+      "Altın, döviz ve ziynet birikimleri: alım lotları, satış ve çıkışlar, ortalama maliyet ve kâr/zarar. Değerleme alış fiyatıyla.",
+    new: "Varlık ekle",
+    asset: "Varlık",
+    open: "Varlığa git",
+    createTitle: "Yeni varlık",
+    editTitle: "Varlığı düzenle",
+    empty: "Henüz varlık yok. Bir varlık ekleyip ilk alımı girin.",
+    closedGroup: "Elde kalmayanlar",
+    privateBadge: "Yalnızca ben",
+    fields: {
+      asset: "Varlık türü",
+      name: "Ad",
+      namePlaceholder: "Ör. Gram altın birikimi",
+      note: "Not",
+      isPrivate: "Yalnızca ben görebilirim",
+      isPrivateHint: "İşaretlenirse bu varlık ve hareketleri hanedeki diğer üyelere görünmez.",
+    },
+    stats: {
+      quantity: "Eldeki miktar",
+      avgCost: "Ortalama maliyet",
+      cost: "Maliyet",
+      currentValue: "Güncel değer",
+      unrealized: "Gerçekleşmemiş K/Z",
+      realized: "Gerçekleşmiş K/Z",
+      invested: "Yatırılan",
+      proceeds: "Satış geliri",
+      noPrice: "Fiyat yok",
+      price: (price: string, date: string) => `Güncel alış fiyatı ${price} · ${date}`,
+      perUnit: (unit: string) => `/ ${unit}`,
+    },
+    totals: {
+      value: "Toplam güncel değer",
+      cost: "Toplam maliyet",
+      unrealized: "Gerçekleşmemiş K/Z",
+      realized: "Gerçekleşmiş K/Z",
+      missingPrice: (n: number) => `${n} varlığın fiyatı yok; toplam değere katılmadı.`,
+    },
+    kinds: {
+      buy: "Alım",
+      gift_in: "Hediye / miras geldi",
+      sell: "Satış",
+      gift_out: "Hediye / çıkış",
+    },
+    kindHints: {
+      buy: "Para seçilen hesaptan çıkar (transfer; gider sayılmaz).",
+      gift_in: "Hesap hareketi oluşmaz; maliyet o günkü değerdir.",
+      sell: "Satış tutarı seçilen hesaba girer; ortalama maliyete göre kâr/zarar yazılır.",
+      gift_out: "Hesap hareketi oluşmaz; ortalama maliyetle elden çıkar.",
+    },
+    movement: {
+      add: "Hareket ekle",
+      title: (kind: string, name: string) => `${kind} · ${name}`,
+      date: "Tarih",
+      quantity: "Miktar",
+      unitPrice: "Birim fiyat (TL)",
+      amount: "Toplam tutar (TL)",
+      priceHint:
+        "Tutar veya birim fiyattan birini girin; ikisi de boşsa fiyat tablosu kullanılır (alımda satış, satışta alış fiyatı).",
+      giftValueHint: "Boş bırakılırsa fiyat tablosundaki o günkü alış fiyatı kullanılır.",
+      account: "Hesap",
+      accountNone: "— Hesap yok —",
+      accountHint: "Hesap seçilmezse hesap hareketi oluşmaz.",
+      storage: "Saklama yeri",
+      storagePlaceholder: "Ör. ev kasası, banka kiralık kasa",
+      note: "Not",
+      held: (q: string) => `Eldeki: ${q}`,
+    },
+    history: "Hareketler",
+    noMovements: "Henüz hareket yok.",
+    report: {
+      title: "Dönemsel rapor",
+      ranges: { "3": "3 ay", "6": "6 ay", "12": "12 ay", tum: "Tümü" },
+      rangeLabel: "Dönem",
+      period: (from: string, to: string) => `${from} – ${to}`,
+      startValue: "Dönem başı değer",
+      invested: "Yatırılan",
+      endValue: "Dönem sonu değer",
+      profit: "Dönem kâr/zararı",
+      proceeds: "Satış geliri",
+      giftIn: "Gelen hediye",
+      giftOut: "Çıkan hediye",
+      formula:
+        "Kâr/zarar = dönem sonu değer + satış + çıkan hediye − dönem başı değer − yatırılan − gelen hediye.",
+      value: "Güncel değer",
+      cost: "Maliyet",
+      chartLabel: "Aylık değer ve maliyet",
+      table: "Tablo olarak göster",
+      date: "Tarih",
+      noPrice: "Fiyat yok",
+      excluded: (n: number) => `${n} varlık fiyatı olmadığı için rapora katılmadı.`,
+      empty: "Bu dönemde gösterilecek varlık yok.",
+    },
+    netWorth: {
+      title: "Net varlık",
+      description: "Hesaplar + birikim + alacaklar − borçlar (TL ve aynî).",
+      accounts: "Hesap bakiyeleri",
+      cardDebt: "Kart ve KMH borçları",
+      assets: "Birikim (altın, döviz)",
+      contactReceivable: "Cari alacaklar",
+      contactPayable: "Cari borçlar",
+      inKindReceivable: "Aynî alacaklar",
+      inKindPayable: "Aynî borçlar",
+      total: "Net varlık",
+      missingPrice: (n: number) => `${n} kalemin fiyatı yok; toplama katılmadı.`,
+      includesHidden: "Hane ayarı gereği diğer üyelerin gizli hesap bakiyeleri dahil.",
+    },
+    table: {
+      date: "Tarih",
+      kind: "Hareket",
+      quantity: "Miktar",
+      unitPrice: "Birim fiyat",
+      amount: "Tutar",
+      result: "K/Z",
+      balance: "Kalan",
+    },
+    deleteMovement: "Hareketi sil",
+    deleteMovementTitle: "Hareket silinsin mi?",
+    deleteMovementDescription:
+      "Hareket ve bağlı hesap işlemi silinir; ortalama maliyet ve kâr/zarar yeniden hesaplanır.",
+    delete: "Varlığı sil",
+    deleteTitle: "Varlık silinsin mi?",
+    deleteDescription: "Yalnızca hareketi olmayan varlık silinebilir.",
+    prices: "Fiyat tablosu",
+    back: "Birikim",
+    txDescription: {
+      buy: (label: string, name: string) => `Varlık alımı: ${label} (${name})`,
+      sell: (label: string, name: string) => `Varlık satışı: ${label} (${name})`,
+    },
+    toast: {
+      saved: "Varlık kaydedildi.",
+      movement: "Hareket kaydedildi.",
+      movementDeleted: "Hareket silindi.",
+      deleted: "Varlık silindi.",
+    },
+    errors: {
+      noPrice: "Bu tarih için fiyat yok; tutar veya birim fiyat girin.",
+      insufficient: "Bu tarihte eldeki miktar yetersiz.",
+      deleteBreaks: "Bu hareket silinirse sonraki bir satış/çıkış eldeki miktarı aşar.",
+      hasMovements: "Hareketi olan varlık silinemez; önce hareketleri silin.",
+      assetKeyLocked: "Hareketi olan varlığın türü değiştirilemez.",
+      futureDate: "Gelecek tarihli hareket girilemez.",
+      privateOwner: "Yalnızca sahibi gizliliği değiştirebilir.",
+    },
+    validation: {
+      noAccountForGift: "Hediye hareketinde hesap seçilmez.",
     },
   },
   prices: {

src/models/asset-movement.ts

@@ -0,0 +1,45 @@
+import { model, models, Schema, type InferSchemaType, type Model } from "mongoose";
+import { MOVEMENT_KINDS } from "@/shared/portfolio";
+
+/**
+ * Varlık hareketi (lot): alım, gelen hediye, satış, hediye/çıkış. Alım ve satış bir hesaba
+ * bağlıysa transfer işlemi oluşturulur (`transactionId`; gelir/gider raporlarına girmez).
+ * Sıra: tarih, sonra oluşturulma anı.
+ */
+const assetMovementSchema = new Schema(
+  {
+    householdId: { type: Schema.Types.ObjectId, required: true },
+    assetId: { type: Schema.Types.ObjectId, required: true },
+    kind: { type: String, enum: MOVEMENT_KINDS, required: true },
+    /** "YYYY-MM-DD" (İstanbul). */
+    date: { type: String, required: true },
+    /** Binde bir. */
+    quantity: { type: Number, required: true, min: 1 },
+    unitPriceMinor: { type: Number, default: null },
+    /** Alımda ödenen, satışta alınan, gelen hediyede değer; çıkışta 0. */
+    amountMinor: { type: Number, default: 0, min: 0 },
+    accountId: { type: Schema.Types.ObjectId, default: null },
+    transactionId: { type: Schema.Types.ObjectId, default: null },
+    /** Saklama yeri (kasa, banka kiralık kasası …). */
+    storage: { type: String, default: "", maxlength: 120 },
+    note: { type: String, default: "", maxlength: 300 },
+    /** Aynî borç/alacak ödemesinden gelen hareket (Faz 9b). */
+    inKindDebtId: { type: Schema.Types.ObjectId, default: null },
+    deletedAt: { type: Date, default: null },
+    seedRef: { type: String, default: null },
+    createdBy: { type: Schema.Types.ObjectId, required: true },
+  },
+  { timestamps: true, collection: "assetMovements" },
+);
+
+assetMovementSchema.index({ householdId: 1, assetId: 1, deletedAt: 1, date: 1, createdAt: 1 });
+assetMovementSchema.index(
+  { householdId: 1, seedRef: 1 },
+  { unique: true, partialFilterExpression: { seedRef: { $type: "string" } } },
+);
+
+export type AssetMovement = InferSchemaType<typeof assetMovementSchema>;
+
+export const AssetMovementModel: Model<AssetMovement> =
+  (models.AssetMovement as Model<AssetMovement> | undefined) ??
+  model<AssetMovement>("AssetMovement", assetMovementSchema);

src/models/asset.ts

@@ -0,0 +1,34 @@
+import { model, models, Schema, type InferSchemaType, type Model } from "mongoose";
+import { ASSET_KEYS } from "@/shared/assets";
+
+/**
+ * Varlık (Bölüm 6.6): bir varlık türünde tutulan birikim, ör. "Gram altın birikimi" veya
+ * "Düğün ziynetleri". Miktar ve maliyet `assetMovements`ten hesaplanır (ağırlıklı ortalama).
+ * "Yalnızca ben" işaretli varlık ve hareketleri yalnızca sahibine görünür.
+ */
+const assetSchema = new Schema(
+  {
+    householdId: { type: Schema.Types.ObjectId, required: true },
+    assetKey: { type: String, enum: ASSET_KEYS, required: true },
+    name: { type: String, required: true, trim: true, maxlength: 80 },
+    note: { type: String, default: "", maxlength: 500 },
+    isPrivate: { type: Boolean, default: false },
+    ownerUserId: { type: Schema.Types.ObjectId, default: null },
+    deletedAt: { type: Date, default: null },
+    seedRef: { type: String, default: null },
+    createdBy: { type: Schema.Types.ObjectId, required: true },
+    updatedBy: { type: Schema.Types.ObjectId, required: true },
+  },
+  { timestamps: true, collection: "assets" },
+);
+
+assetSchema.index({ householdId: 1, deletedAt: 1, name: 1 });
+assetSchema.index(
+  { householdId: 1, seedRef: 1 },
+  { unique: true, partialFilterExpression: { seedRef: { $type: "string" } } },
+);
+
+export type Asset = InferSchemaType<typeof assetSchema>;
+
+export const AssetModel: Model<Asset> =
+  (models.Asset as Model<Asset> | undefined) ?? model<Asset>("Asset", assetSchema);

src/models/audit-log.ts

@@ -33,6 +33,8 @@ export const AUDIT_ACTIONS = [
   "inkind.payment",
   "inkind.close",
   "inkind.delete",
+  "asset.delete",
+  "asset.movement.delete",
 ] as const;
 export type AuditAction = (typeof AUDIT_ACTIONS)[number];
 

src/models/transaction.ts

@@ -64,6 +64,11 @@ const transactionSchema = new Schema(
      */
     inKindDebtId: { type: Schema.Types.ObjectId, default: null },
     inKindRole: { type: String, enum: ["contribution", "payment", null], default: null },
+    /**
+     * Varlık alımı (hesap → varlık) veya satışı (varlık → hesap): karşı hesap boş transfer.
+     * Hareketi varlık sayfasından yönetilir; görünürlük varlığa bağlıdır.
+     */
+    assetId: { type: Schema.Types.ObjectId, default: null },
     /**
      * Mutabakatı yapılmış hesaplar (Bölüm 6.1). Transfer iki hesaba dokunduğu için hesap bazında
      * tutulur. Tutar, tarih, tür veya hesap değişirse işaret kalkar.
@@ -88,6 +93,7 @@ transactionSchema.index({ householdId: 1, effectiveCategoryIds: 1, date: -1 });
 transactionSchema.index({ householdId: 1, tags: 1 });
 transactionSchema.index({ householdId: 1, contactId: 1, date: 1 }, { sparse: true });
 transactionSchema.index({ "installment.planId": 1 }, { sparse: true });
+transactionSchema.index({ householdId: 1, assetId: 1 }, { sparse: true });
 transactionSchema.index(
   { recurringRuleId: 1, occurrenceIndex: 1 },
   { unique: true, partialFilterExpression: { recurringRuleId: { $type: "objectId" } } },

src/shared/portfolio.test.ts

@@ -0,0 +1,145 @@
+import { describe, expect, it } from "vitest";
+import {
+  formatBp,
+  holdingSummary,
+  periodPoints,
+  periodReport,
+  runMovements,
+  sumReports,
+  type DatedMovement,
+  type MovementInput,
+} from "./portfolio";
+
+const buy = (quantity: number, amountMinor: number): MovementInput => ({
+  kind: "buy",
+  quantity,
+  amountMinor,
+});
+
+describe("ağırlıklı ortalama maliyet", () => {
+  it("örnek senaryo: 10 gr 25.000 TL'ye, her ay ekleme", () => {
+    // 10 gr × 2.500, 2 gr × 2.600, 2 gr × 2.700 → 14 gr, 35.600 TL; ort. 2.542,857…
+    const run = runMovements([buy(10_000, 25_000_00), buy(2_000, 5_200_00), buy(2_000, 5_400_00)]);
+    expect(run.quantity).toBe(14_000);
+    expect(run.costMinor).toBe(35_600_00);
+    expect(run.investedMinor).toBe(35_600_00);
+    const s = holdingSummary(run, 3_000_00);
+    expect(s.avgCostMinor).toBe(2_542_86);
+    expect(s.currentValueMinor).toBe(42_000_00);
+    expect(s.unrealizedMinor).toBe(6_400_00);
+    // 6.400 / 35.600 = %17,98
+    expect(s.unrealizedBp).toBe(1798);
+  });
+
+  it("satış: ortalama maliyetle düşer, gerçekleşmiş kâr/zarar", () => {
+    const run = runMovements([
+      buy(10_000, 30_000_00),
+      buy(10_000, 40_000_00),
+      { kind: "sell", quantity: 5_000, amountMinor: 20_000_00 },
+    ]);
+    // ort. 3.500 → 5 gr maliyet 17.500; satış 20.000 → +2.500
+    expect(run.steps[2]).toMatchObject({ costOutMinor: 17_500_00, realizedMinor: 2_500_00 });
+    expect(run.quantity).toBe(15_000);
+    expect(run.costMinor).toBe(52_500_00);
+    expect(run.proceedsMinor).toBe(20_000_00);
+    // Kalan ortalama değişmez.
+    expect(holdingSummary(run, null).avgCostMinor).toBe(3_500_00);
+  });
+
+  it("hediye çıkışı K/Z yazmaz; gelen hediye yatırım sayılmaz; tamamı çıkınca maliyet sıfır", () => {
+    const run = runMovements([
+      buy(3_000, 9_000_00),
+      { kind: "gift_in", quantity: 1_000, amountMinor: 3_300_00 },
+      { kind: "gift_out", quantity: 2_000, amountMinor: 0 },
+      { kind: "sell", quantity: 2_000, amountMinor: 7_000_00 },
+    ]);
+    expect(run.investedMinor).toBe(9_000_00);
+    expect(run.giftInMinor).toBe(3_300_00);
+    // ort. 3.075 → çıkış 6.150, kalan 6.150; satış tümü → K/Z 850
+    expect(run.giftOutCostMinor).toBe(6_150_00);
+    expect(run.realizedMinor).toBe(850_00);
+    expect(run.quantity).toBe(0);
+    expect(run.costMinor).toBe(0);
+    const s = holdingSummary(run, 3_500_00);
+    expect(s).toMatchObject({ avgCostMinor: null, currentValueMinor: 0, unrealizedBp: null });
+  });
+
+  it("eldekinden fazla çıkış işaretlenir", () => {
+    const run = runMovements([
+      buy(1_000, 100_00),
+      { kind: "sell", quantity: 2_000, amountMinor: 1 },
+    ]);
+    expect(run.negativeAt).toBe(1);
+    expect(runMovements([buy(1_000, 100_00)]).negativeAt).toBeNull();
+  });
+
+  it("oran biçimi", () => {
+    expect(formatBp(1798)).toBe("+%17,98");
+    expect(formatBp(-350)).toBe("−%3,5");
+    expect(formatBp(0)).toBe("%0");
+  });
+});
+
+describe("dönemsel rapor", () => {
+  it("noktalar: başlangıç, ay sonları, bitiş", () => {
+    expect(periodPoints("2026-05-06", "2026-08-15")).toEqual([
+      "2026-05-06",
+      "2026-05-31",
+      "2026-06-30",
+      "2026-07-31",
+      "2026-08-15",
+    ]);
+    expect(periodPoints("2026-05-31", "2026-06-30")).toEqual(["2026-05-31", "2026-06-30"]);
+  });
+
+  // Örnek: 10 gr'ı 25.000'e aldım, her ay 1 gr ekledim; 6 ay sonra ne kazandım?
+  const prices: Record<string, number> = {
+    "2026-01-01": 2_500_00,
+    "2026-02-01": 2_600_00,
+    "2026-03-01": 2_700_00,
+    "2026-07-01": 3_000_00,
+  };
+  const priceAt = (date: string) => {
+    const keys = Object.keys(prices)
+      .filter((k) => k <= date)
+      .sort();
+    return keys.length ? prices[keys.at(-1)!]! : null;
+  };
+  const ms: DatedMovement[] = [
+    { kind: "buy", date: "2026-01-01", quantity: 10_000, amountMinor: 25_000_00 },
+    { kind: "buy", date: "2026-02-01", quantity: 1_000, amountMinor: 2_600_00 },
+    { kind: "buy", date: "2026-03-01", quantity: 1_000, amountMinor: 2_700_00 },
+    { kind: "gift_out", date: "2026-07-01", quantity: 1_000, amountMinor: 0 },
+  ];
+
+  it("örnek senaryo: yatırılan, dönem sonu değer, kâr", () => {
+    const r = periodReport(ms, priceAt, "2026-01-01", "2026-07-02");
+    expect(r.startValueMinor).toBe(0);
+    expect(r.investedMinor).toBe(30_300_00);
+    // 11 gr × 3.000 = 33.000; çıkan 1 gr o günkü değeri 3.000
+    expect(r.endValueMinor).toBe(33_000_00);
+    expect(r.giftOutMinor).toBe(3_000_00);
+    expect(r.profitMinor).toBe(5_700_00);
+    expect(r.profitBp).toBe(1881);
+    expect(r.points.map((p) => p.valueMinor)).toEqual([
+      0, 25_000_00, 28_600_00, 32_400_00, 32_400_00, 32_400_00, 32_400_00, 33_000_00,
+    ]);
+  });
+
+  it("başlangıçta eldeki değer dönem içi kârdan düşülür; fiyat yoksa null", () => {
+    const r = periodReport(ms, priceAt, "2026-03-15", "2026-07-02");
+    expect(r.startValueMinor).toBe(32_400_00);
+    expect(r.investedMinor).toBe(0);
+    expect(r.profitMinor).toBe(33_000_00 + 3_000_00 - 32_400_00);
+    expect(periodReport(ms, () => null, "2026-01-01", "2026-07-02").profitMinor).toBeNull();
+  });
+
+  it("toplam", () => {
+    const a = periodReport(ms, priceAt, "2026-01-01", "2026-07-02");
+    const t = sumReports([a, a], "2026-01-01", "2026-07-02");
+    expect(t.investedMinor).toBe(60_600_00);
+    expect(t.profitMinor).toBe(11_400_00);
+    expect(t.points.at(-1)!.valueMinor).toBe(66_000_00);
+    expect(sumReports([], "2026-01-01", "2026-01-31").points).toHaveLength(2);
+  });
+});

src/shared/portfolio.ts

@@ -0,0 +1,285 @@
+import { QUANTITY_SCALE } from "./quantity";
+import { addDays, addMonths } from "./recurrence";
+
+/**
+ * Varlık takibi hesap motoru (Bölüm 6.6): ağırlıklı ortalama maliyet, gerçekleşmiş ve
+ * gerçekleşmemiş kâr/zarar. Miktarlar binde bir tamsayı, tutarlar kuruş.
+ *
+ * - Alım (`buy`): miktar ve maliyet artar; ödenen TL "yatırılan" sayılır.
+ * - Gelen hediye/miras (`gift_in`): miktar artar; maliyet = girildiği günkü değer (yatırım değil).
+ * - Satış (`sell`): ortalama maliyetle maliyet düşer; satış tutarı − düşen maliyet = gerçekleşmiş K/Z.
+ * - Hediye/çıkış (`gift_out`): ortalama maliyetle maliyet düşer; kâr/zarar yazılmaz.
+ */
+
+export const MOVEMENT_KINDS = ["buy", "gift_in", "sell", "gift_out"] as const;
+export type MovementKind = (typeof MOVEMENT_KINDS)[number];
+
+export const isInflow = (k: MovementKind) => k === "buy" || k === "gift_in";
+
+export type MovementInput = {
+  kind: MovementKind;
+  quantity: number;
+  /** Alımda ödenen, satışta alınan, gelen hediyede değer; çıkışta yok sayılır. */
+  amountMinor: number;
+};
+
+export type MovementStep = {
+  /** Satış/çıkışta ortalama maliyetle düşülen maliyet. */
+  costOutMinor: number;
+  /** Yalnızca satışta: satış tutarı − düşülen maliyet. */
+  realizedMinor: number;
+  /** Hareketten sonraki miktar ve kalan maliyet. */
+  quantityAfter: number;
+  costAfterMinor: number;
+};
+
+export type PortfolioRun = {
+  steps: MovementStep[];
+  quantity: number;
+  /** Kalan miktarın maliyet esası. */
+  costMinor: number;
+  /** Alımlarda ödenen toplam TL. */
+  investedMinor: number;
+  /** Satışlardan alınan toplam TL. */
+  proceedsMinor: number;
+  realizedMinor: number;
+  /** Gelen hediyelerin girişteki değeri. */
+  giftInMinor: number;
+  /** Çıkışlarla düşen maliyet. */
+  giftOutCostMinor: number;
+  /** Miktarın eksiye düştüğü ilk hareketin sırası (geçerli dizide null). */
+  negativeAt: number | null;
+};
+
+/** Hareketleri kronolojik sırada (çağıran sıralar) işler. */
+export function runMovements(movements: MovementInput[]): PortfolioRun {
+  let quantity = 0;
+  let cost = 0;
+  const r: PortfolioRun = {
+    steps: [],
+    quantity: 0,
+    costMinor: 0,
+    investedMinor: 0,
+    proceedsMinor: 0,
+    realizedMinor: 0,
+    giftInMinor: 0,
+    giftOutCostMinor: 0,
+    negativeAt: null,
+  };
+  movements.forEach((m, i) => {
+    let costOut = 0;
+    let realized = 0;
+    if (isInflow(m.kind)) {
+      quantity += m.quantity;
+      cost += m.amountMinor;
+      if (m.kind === "buy") r.investedMinor += m.amountMinor;
+      else r.giftInMinor += m.amountMinor;
+    } else {
+      if (m.quantity > quantity) {
+        if (r.negativeAt === null) r.negativeAt = i;
+        costOut = cost;
+      } else {
+        costOut = m.quantity === quantity ? cost : Math.round((cost * m.quantity) / quantity);
+      }
+      quantity = Math.max(0, quantity - m.quantity);
+      cost -= costOut;
+      if (m.kind === "sell") {
+        realized = m.amountMinor - costOut;
+        r.proceedsMinor += m.amountMinor;
+        r.realizedMinor += realized;
+      } else r.giftOutCostMinor += costOut;
+    }
+    r.steps.push({
+      costOutMinor: costOut,
+      realizedMinor: realized,
+      quantityAfter: quantity,
+      costAfterMinor: cost,
+    });
+  });
+  r.quantity = quantity;
+  r.costMinor = cost;
+  return r;
+}
+
+export type HoldingSummary = {
+  quantity: number;
+  costMinor: number;
+  /** Birim başına ağırlıklı ortalama maliyet (miktar 0 ise null). */
+  avgCostMinor: number | null;
+  /** Güncel alış fiyatıyla değer (fiyat yoksa null). */
+  currentValueMinor: number | null;
+  unrealizedMinor: number | null;
+  /** Gerçekleşmemiş K/Z oranı, baz puan (%12,34 → 1234); maliyet 0 ise null. */
+  unrealizedBp: number | null;
+  realizedMinor: number;
+  investedMinor: number;
+  proceedsMinor: number;
+};
+
+/** Özet: `priceMinor` değerleme fiyatıdır (Faz 0: varlıklar alış fiyatıyla). */
+export function holdingSummary(run: PortfolioRun, priceMinor: number | null): HoldingSummary {
+  const avgCostMinor =
+    run.quantity > 0 ? Math.round((run.costMinor * QUANTITY_SCALE) / run.quantity) : null;
+  const currentValueMinor =
+    priceMinor === null ? null : Math.round((run.quantity * priceMinor) / QUANTITY_SCALE);
+  const unrealizedMinor = currentValueMinor === null ? null : currentValueMinor - run.costMinor;
+  const unrealizedBp =
+    unrealizedMinor === null || run.costMinor <= 0
+      ? null
+      : Math.round((unrealizedMinor * 10_000) / run.costMinor);
+  return {
+    quantity: run.quantity,
+    costMinor: run.costMinor,
+    avgCostMinor,
+    currentValueMinor,
+    unrealizedMinor,
+    unrealizedBp,
+    realizedMinor: run.realizedMinor,
+    investedMinor: run.investedMinor,
+    proceedsMinor: run.proceedsMinor,
+  };
+}
+
+/** Baz puanı "%12,34" / "−%3,5" biçiminde. */
+export function formatBp(bp: number): string {
+  const s = (Math.abs(bp) / 100).toLocaleString("tr-TR", { maximumFractionDigits: 2 });
+  return `${bp < 0 ? "−" : bp > 0 ? "+" : ""}%${s}`;
+}
+
+// --- Dönemsel rapor (Bölüm 6.6) ---
+
+export type DatedMovement = MovementInput & { date: string };
+
+/** Dönem noktaları: başlangıç, aradaki ay sonları ve bitiş ("YYYY-MM-DD", artan, tekil). */
+export function periodPoints(from: string, to: string): string[] {
+  const out = [from];
+  let monthEnd = addMonths(`${from.slice(0, 7)}-01`, 0, "last");
+  while (monthEnd < to) {
+    if (monthEnd > from) out.push(monthEnd);
+    monthEnd = addMonths(addDays(monthEnd, 1), 0, "last");
+  }
+  if (to > from) out.push(to);
+  return out;
+}
+
+export type PeriodPoint = { date: string; valueMinor: number | null; costMinor: number };
+
+export type PeriodReport = {
+  from: string;
+  to: string;
+  /** Dönem başındaki (başlangıç gününden önceki hareketlerle) değer. */
+  startValueMinor: number | null;
+  endValueMinor: number | null;
+  /** Dönemdeki alımlarda ödenen. */
+  investedMinor: number;
+  /** Dönemdeki satışlardan alınan. */
+  proceedsMinor: number;
+  /** Dönemde gelen hediyelerin girişteki değeri. */
+  giftInMinor: number;
+  /** Dönemde çıkan hediyelerin o günkü değeri (fiyat yoksa maliyeti). */
+  giftOutMinor: number;
+  /**
+   * Dönem kârı: bitiş değeri + satış + çıkan hediye − başlangıç değeri − alım − gelen hediye.
+   * Fiyat eksikse null.
+   */
+  profitMinor: number | null;
+  /** Kârın, dönemde bağlanan sermayeye (başlangıç + alım + gelen hediye) oranı (baz puan). */
+  profitBp: number | null;
+  points: PeriodPoint[];
+};
+
+/**
+ * Bir varlığın dönem raporu. `movements` kronolojik sıralı; `priceAt(date)` o tarihteki (veya
+ * öncesindeki en yakın) değerleme fiyatı (alış), yoksa null.
+ */
+export function periodReport(
+  movements: DatedMovement[],
+  priceAt: (date: string) => number | null,
+  from: string,
+  to: string,
+): PeriodReport {
+  const valueAt = (date: string, inclusive: boolean) => {
+    const run = runMovements(movements.filter((m) => (inclusive ? m.date <= date : m.date < date)));
+    const price = priceAt(date);
+    return {
+      run,
+      value:
+        run.quantity === 0
+          ? 0
+          : price === null
+            ? null
+            : Math.round((run.quantity * price) / QUANTITY_SCALE),
+    };
+  };
+  const start = valueAt(from, false);
+  const end = valueAt(to, true);
+  const all = runMovements(movements);
+  let invested = 0;
+  let proceeds = 0;
+  let giftIn = 0;
+  let giftOut = 0;
+  movements.forEach((m, i) => {
+    if (m.date < from || m.date > to) return;
+    if (m.kind === "buy") invested += m.amountMinor;
+    else if (m.kind === "sell") proceeds += m.amountMinor;
+    else if (m.kind === "gift_in") giftIn += m.amountMinor;
+    else {
+      const price = priceAt(m.date);
+      giftOut +=
+        price === null
+          ? all.steps[i]!.costOutMinor
+          : Math.round((m.quantity * price) / QUANTITY_SCALE);
+    }
+  });
+  const profitMinor =
+    start.value === null || end.value === null
+      ? null
+      : end.value + proceeds + giftOut - start.value - invested - giftIn;
+  const base = (start.value ?? 0) + invested + giftIn;
+  const points = periodPoints(from, to).map((date, i) => {
+    const p = i === 0 ? start : valueAt(date, true);
+    return { date, valueMinor: p.value, costMinor: p.run.costMinor };
+  });
+  return {
+    from,
+    to,
+    startValueMinor: start.value,
+    endValueMinor: end.value,
+    investedMinor: invested,
+    proceedsMinor: proceeds,
+    giftInMinor: giftIn,
+    giftOutMinor: giftOut,
+    profitMinor,
+    profitBp: profitMinor === null || base <= 0 ? null : Math.round((profitMinor * 10_000) / base),
+    points,
+  };
+}
+
+/** Birden çok varlığın raporlarını toplar (noktalar aynı tarihlerde). Eksik fiyatlı değerler atlanır. */
+export function sumReports(reports: PeriodReport[], from: string, to: string): PeriodReport {
+  const add = (a: number | null, b: number | null) => (a === null || b === null ? null : a + b);
+  const points = periodPoints(from, to).map((date, i) => ({
+    date,
+    valueMinor: reports.reduce<number | null>((a, r) => add(a, r.points[i]?.valueMinor ?? null), 0),
+    costMinor: reports.reduce((a, r) => a + (r.points[i]?.costMinor ?? 0), 0),
+  }));
+  const sum = (k: "investedMinor" | "proceedsMinor" | "giftInMinor" | "giftOutMinor") =>
+    reports.reduce((a, r) => a + r[k], 0);
+  const startValueMinor = reports.reduce<number | null>((a, r) => add(a, r.startValueMinor), 0);
+  const endValueMinor = reports.reduce<number | null>((a, r) => add(a, r.endValueMinor), 0);
+  const profitMinor = reports.reduce<number | null>((a, r) => add(a, r.profitMinor), 0);
+  const base = (startValueMinor ?? 0) + sum("investedMinor") + sum("giftInMinor");
+  return {
+    from,
+    to,
+    startValueMinor,
+    endValueMinor,
+    investedMinor: sum("investedMinor"),
+    proceedsMinor: sum("proceedsMinor"),
+    giftInMinor: sum("giftInMinor"),
+    giftOutMinor: sum("giftOutMinor"),
+    profitMinor,
+    profitBp: profitMinor === null || base <= 0 ? null : Math.round((profitMinor * 10_000) / base),
+    points,
+  };
+}

src/shared/schemas/asset.ts

@@ -0,0 +1,75 @@
+import { z } from "zod";
+import { tr } from "../../i18n/tr";
+import { ASSET_KEYS } from "../assets";
+import { parseMoney } from "../money";
+import { MOVEMENT_KINDS } from "../portfolio";
+import { parseQuantity } from "../quantity";
+
+const v = tr.validation;
+const a = tr.assets.validation;
+const ymd = z.string().regex(/^\d{4}-\d{2}-\d{2}$/, v.date);
+const objectId = z.string().regex(/^[a-f0-9]{24}$/i, tr.transactions.validation.selectAccount);
+const emptyToNull = (x: unknown) => (x === "" || x === undefined ? null : x);
+
+/** Boş → null; dolu → pozitif kuruş. */
+const optionalMoney = z.preprocess(
+  emptyToNull,
+  z
+    .string()
+    .trim()
+    .transform((s, ctx) => {
+      const minor = parseMoney(s);
+      if (minor === null || minor <= 0) {
+        ctx.addIssue({ code: "custom", message: v.money });
+        return z.NEVER;
+      }
+      return minor;
+    })
+    .nullable(),
+);
+
+/** Varlık (birikim kalemi) formu. */
+export const assetFormSchema = z.object({
+  assetKey: z.enum(ASSET_KEYS),
+  name: z.string().trim().min(1, tr.common.required).max(80, v.nameMax),
+  note: z.string().trim().max(500).default(""),
+  isPrivate: z.boolean().default(false),
+});
+export type AssetFormInput = z.input<typeof assetFormSchema>;
+export type AssetForm = z.output<typeof assetFormSchema>;
+
+/**
+ * Varlık hareketi. Tutar ve birim fiyat isteğe bağlı: tutar varsa birim fiyat ondan, yalnızca
+ * birim fiyat varsa tutar ondan hesaplanır; ikisi de boşsa fiyat tablosu kullanılır
+ * (alım → satış fiyatı, satış ve gelen hediye → alış fiyatı). Hesap yalnızca alım/satışta.
+ */
+export const movementFormSchema = z
+  .object({
+    kind: z.enum(MOVEMENT_KINDS),
+    date: ymd,
+    quantity: z
+      .string()
+      .trim()
+      .transform((s, ctx) => {
+        const q = parseQuantity(s);
+        if (q === null || q <= 0) {
+          ctx.addIssue({ code: "custom", message: tr.inKind.validation.quantity });
+          return z.NEVER;
+        }
+        return q;
+      }),
+    unitPrice: optionalMoney,
+    amount: optionalMoney,
+    accountId: z.preprocess(emptyToNull, objectId.nullable()),
+    storage: z.string().trim().max(120).default(""),
+    note: z.string().trim().max(300).default(""),
+  })
+  .superRefine((x, ctx) => {
+    if ((x.kind === "gift_in" || x.kind === "gift_out") && x.accountId)
+      ctx.addIssue({ code: "custom", path: ["accountId"], message: a.noAccountForGift });
+  })
+  .transform((x) =>
+    x.kind === "gift_out" ? { ...x, unitPrice: null, amount: null, accountId: null } : x,
+  );
+export type MovementFormInput = z.input<typeof movementFormSchema>;
+export type MovementForm = z.output<typeof movementFormSchema>;

src/shared/schemas/in-kind.ts

@@ -101,9 +101,15 @@ export const paymentFormSchema = z
     quantity: z.preprocess(emptyToNull, quantity.nullable()),
     amount: optionalMoney,
     accountId: z.preprocess(emptyToNull, objectId.nullable()),
+    /** Aynı varlıkla ödemede bağlanacak varlık (Faz 9b): borçta varlıktan düşer, alacakta eklenir. */
+    assetId: z.preprocess(emptyToNull, objectId.nullable()).default(null),
     note: z.string().trim().max(300).default(""),
   })
   .superRefine((x, ctx) => {
+    if (x.assetId && x.method !== "asset")
+      ctx.addIssue({ code: "custom", path: ["assetId"], message: k.assetOnlyWithAsset });
+    if (x.assetId && x.amount)
+      ctx.addIssue({ code: "custom", path: ["amount"], message: k.noAmountWithAsset });
     if (x.method === "asset" && x.quantity === null)
       ctx.addIssue({ code: "custom", path: ["quantity"], message: k.quantity });
     if (x.method === "cash") {