@cranberry-money/shared-services 1.0.0

package/dist/query/usePortfolios.d.ts

@@ -0,0 +1,79 @@
+/**
+ * Shared portfolio React Query hooks
+ *
+ * Provides consistent portfolio data management and operations
+ * with optimized caching and invalidation patterns.
+ */
+import { type UseMutationOptions } from '@tanstack/react-query';
+import type { PortfolioService, Portfolio, CreatePortfolioPayload, UpdatePortfolioPayload, PortfolioListFilters } from '../services/PortfolioService';
+export interface UsePortfolioServiceOptions {
+    portfolioService: PortfolioService;
+}
+export interface PortfolioMutationOptions<TData, TVariables> extends Omit<UseMutationOptions<TData, Error, TVariables>, 'mutationFn'> {
+    portfolioService: PortfolioService;
+}
+/**
+ * Get all portfolios with filtering
+ */
+export declare function usePortfolios({ portfolioService }: UsePortfolioServiceOptions, filters?: PortfolioListFilters, enabled?: boolean): import("@tanstack/react-query").UseQueryResult<import("..").PaginatedResponse<Portfolio>, Error>;
+/**
+ * Get specific portfolio by ID
+ */
+export declare function usePortfolio({ portfolioService }: UsePortfolioServiceOptions, portfolioId: string, enabled?: boolean): import("@tanstack/react-query").UseQueryResult<Portfolio, Error>;
+/**
+ * Get portfolio holdings
+ */
+export declare function usePortfolioHoldings({ portfolioService }: UsePortfolioServiceOptions, portfolioId: string, enabled?: boolean): import("@tanstack/react-query").UseQueryResult<import("..").AssetHolding[], Error>;
+/**
+ * Get portfolio allocations
+ */
+export declare function usePortfolioAllocations({ portfolioService }: UsePortfolioServiceOptions, portfolioId: string, enabled?: boolean): import("@tanstack/react-query").UseQueryResult<import("..").AssetAllocation[], Error>;
+/**
+ * Get portfolio performance data
+ */
+export declare function usePortfolioPerformance({ portfolioService }: UsePortfolioServiceOptions, portfolioId: string, timeRange?: string, enabled?: boolean): import("@tanstack/react-query").UseQueryResult<import("..").PerformanceData, Error>;
+/**
+ * Create portfolio mutation
+ */
+export declare function useCreatePortfolio(options: PortfolioMutationOptions<Portfolio, CreatePortfolioPayload>): import("@tanstack/react-query").UseMutationResult<Portfolio, Error, CreatePortfolioPayload, unknown>;
+/**
+ * Update portfolio mutation
+ */
+export declare function useUpdatePortfolio(options: PortfolioMutationOptions<Portfolio, {
+    id: string;
+    data: UpdatePortfolioPayload;
+}>): import("@tanstack/react-query").UseMutationResult<Portfolio, Error, {
+    id: string;
+    data: UpdatePortfolioPayload;
+}, unknown>;
+/**
+ * Delete portfolio mutation
+ */
+export declare function useDeletePortfolio(options: PortfolioMutationOptions<void, string>): import("@tanstack/react-query").UseMutationResult<void, Error, string, unknown>;
+/**
+ * Infinite query for portfolios (useful for large lists)
+ */
+export declare function useInfinitePortfolios({ portfolioService }: UsePortfolioServiceOptions, filters?: PortfolioListFilters): import("@tanstack/react-query").UseInfiniteQueryResult<import("@tanstack/query-core").InfiniteData<import("..").PaginatedResponse<Portfolio>, unknown>, Error>;
+/**
+ * Composite hook for complete portfolio management
+ */
+export declare function usePortfolioManagement(serviceOptions: UsePortfolioServiceOptions, portfolioId?: string): {
+    portfolios: Portfolio[];
+    portfolio: Portfolio | undefined;
+    holdings: import("..").AssetHolding[];
+    allocations: import("..").AssetAllocation[];
+    isLoadingPortfolios: boolean;
+    isLoadingPortfolio: boolean;
+    isLoadingHoldings: boolean;
+    isLoadingAllocations: boolean;
+    isLoading: boolean;
+    portfoliosError: Error | null;
+    portfolioError: Error | null;
+    holdingsError: Error | null;
+    allocationsError: Error | null;
+    refetchPortfolios: (options?: import("@tanstack/query-core").RefetchOptions) => Promise<import("@tanstack/query-core").QueryObserverResult<import("..").PaginatedResponse<Portfolio>, Error>>;
+    refetchPortfolio: (options?: import("@tanstack/query-core").RefetchOptions) => Promise<import("@tanstack/query-core").QueryObserverResult<Portfolio, Error>>;
+    refetchHoldings: (options?: import("@tanstack/query-core").RefetchOptions) => Promise<import("@tanstack/query-core").QueryObserverResult<import("..").AssetHolding[], Error>>;
+    refetchAllocations: (options?: import("@tanstack/query-core").RefetchOptions) => Promise<import("@tanstack/query-core").QueryObserverResult<import("..").AssetAllocation[], Error>>;
+};
+//# sourceMappingURL=usePortfolios.d.ts.map

package/dist/query/usePortfolios.d.ts.map

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package/dist/query/usePortfolios.js

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+/**
+ * Shared portfolio React Query hooks
+ *
+ * Provides consistent portfolio data management and operations
+ * with optimized caching and invalidation patterns.
+ */
+import { useQuery, useMutation, useQueryClient, useInfiniteQuery } from '@tanstack/react-query';
+import { queryKeys, createQueryOptions } from './QueryClient';
+/**
+ * Get all portfolios with filtering
+ */
+export function usePortfolios({ portfolioService }, filters = {}, enabled = true) {
+    return useQuery({
+        queryKey: queryKeys.portfolios.all(),
+        queryFn: () => portfolioService.getPortfolios(filters),
+        enabled,
+        ...createQueryOptions.user('web'), // Adjust based on platform
+    });
+}
+/**
+ * Get specific portfolio by ID
+ */
+export function usePortfolio({ portfolioService }, portfolioId, enabled = true) {
+    return useQuery({
+        queryKey: queryKeys.portfolios.detail(portfolioId),
+        queryFn: () => portfolioService.getPortfolio(portfolioId),
+        enabled: enabled && !!portfolioId,
+        ...createQueryOptions.user('web'),
+    });
+}
+/**
+ * Get portfolio holdings
+ */
+export function usePortfolioHoldings({ portfolioService }, portfolioId, enabled = true) {
+    return useQuery({
+        queryKey: queryKeys.portfolios.holdings(portfolioId),
+        queryFn: () => portfolioService.getHoldings(portfolioId),
+        enabled: enabled && !!portfolioId,
+        ...createQueryOptions.realtime('web'), // Holdings update frequently
+    });
+}
+/**
+ * Get portfolio allocations
+ */
+export function usePortfolioAllocations({ portfolioService }, portfolioId, enabled = true) {
+    return useQuery({
+        queryKey: queryKeys.portfolios.allocations(portfolioId),
+        queryFn: () => portfolioService.getAllocations(portfolioId),
+        enabled: enabled && !!portfolioId,
+        ...createQueryOptions.user('web'),
+    });
+}
+/**
+ * Get portfolio performance data
+ */
+export function usePortfolioPerformance({ portfolioService }, portfolioId, timeRange = '1Y', enabled = true) {
+    return useQuery({
+        queryKey: ['portfolios', portfolioId, 'performance', timeRange],
+        queryFn: () => portfolioService.getPerformance(portfolioId, timeRange),
+        enabled: enabled && !!portfolioId,
+        staleTime: 5 * 60 * 1000, // 5 minutes - performance data doesn't change frequently
+    });
+}
+/**
+ * Create portfolio mutation
+ */
+export function useCreatePortfolio(options) {
+    const queryClient = useQueryClient();
+    const { portfolioService, ...mutationOptions } = options;
+    return useMutation({
+        mutationFn: (data) => portfolioService.createPortfolio(data),
+        onSuccess: (newPortfolio, ...args) => {
+            // Add new portfolio to the cache
+            queryClient.setQueryData(queryKeys.portfolios.detail(newPortfolio.id), newPortfolio);
+            // Invalidate portfolios list to include new portfolio
+            queryClient.invalidateQueries({ queryKey: queryKeys.portfolios.all() });
+            // Call user's onSuccess if provided
+            mutationOptions.onSuccess?.(newPortfolio, ...args);
+        },
+        ...mutationOptions,
+    });
+}
+/**
+ * Update portfolio mutation
+ */
+export function useUpdatePortfolio(options) {
+    const queryClient = useQueryClient();
+    const { portfolioService, ...mutationOptions } = options;
+    return useMutation({
+        mutationFn: ({ id, data }) => portfolioService.updatePortfolio(id, data),
+        onSuccess: (updatedPortfolio, { id }, ...args) => {
+            // Update portfolio in cache
+            queryClient.setQueryData(queryKeys.portfolios.detail(id), updatedPortfolio);
+            // Invalidate portfolios list to reflect changes
+            queryClient.invalidateQueries({ queryKey: queryKeys.portfolios.all() });
+            // Call user's onSuccess if provided
+            mutationOptions.onSuccess?.(updatedPortfolio, { id, data: { name: updatedPortfolio.name } }, ...args);
+        },
+        ...mutationOptions,
+    });
+}
+/**
+ * Delete portfolio mutation
+ */
+export function useDeletePortfolio(options) {
+    const queryClient = useQueryClient();
+    const { portfolioService, ...mutationOptions } = options;
+    return useMutation({
+        mutationFn: (id) => portfolioService.deletePortfolio(id),
+        onSuccess: (_, portfolioId, ...args) => {
+            // Remove portfolio from cache
+            queryClient.removeQueries({ queryKey: queryKeys.portfolios.detail(portfolioId) });
+            queryClient.removeQueries({ queryKey: queryKeys.portfolios.holdings(portfolioId) });
+            queryClient.removeQueries({ queryKey: queryKeys.portfolios.allocations(portfolioId) });
+            // Invalidate portfolios list to reflect deletion
+            queryClient.invalidateQueries({ queryKey: queryKeys.portfolios.all() });
+            // Call user's onSuccess if provided
+            mutationOptions.onSuccess?.(_, portfolioId, ...args);
+        },
+        ...mutationOptions,
+    });
+}
+/**
+ * Infinite query for portfolios (useful for large lists)
+ */
+export function useInfinitePortfolios({ portfolioService }, filters = {}) {
+    return useInfiniteQuery({
+        queryKey: ['portfolios', 'infinite', filters],
+        queryFn: ({ pageParam = 1 }) => portfolioService.getPortfolios({ ...filters, page: pageParam }),
+        initialPageParam: 1,
+        getNextPageParam: (lastPage) => {
+            if (lastPage.next) {
+                const url = new URL(lastPage.next);
+                return Number(url.searchParams.get('page'));
+            }
+            return undefined;
+        },
+        ...createQueryOptions.user('web'),
+    });
+}
+/**
+ * Composite hook for complete portfolio management
+ */
+export function usePortfolioManagement(serviceOptions, portfolioId) {
+    const portfoliosQuery = usePortfolios(serviceOptions);
+    const portfolioQuery = usePortfolio(serviceOptions, portfolioId || '', !!portfolioId);
+    const holdingsQuery = usePortfolioHoldings(serviceOptions, portfolioId || '', !!portfolioId);
+    const allocationsQuery = usePortfolioAllocations(serviceOptions, portfolioId || '', !!portfolioId);
+    return {
+        // Data
+        portfolios: portfoliosQuery.data?.results || [],
+        portfolio: portfolioQuery.data,
+        holdings: holdingsQuery.data || [],
+        allocations: allocationsQuery.data || [],
+        // Loading states
+        isLoadingPortfolios: portfoliosQuery.isLoading,
+        isLoadingPortfolio: portfolioQuery.isLoading,
+        isLoadingHoldings: holdingsQuery.isLoading,
+        isLoadingAllocations: allocationsQuery.isLoading,
+        isLoading: portfoliosQuery.isLoading || portfolioQuery.isLoading,
+        // Error states
+        portfoliosError: portfoliosQuery.error,
+        portfolioError: portfolioQuery.error,
+        holdingsError: holdingsQuery.error,
+        allocationsError: allocationsQuery.error,
+        // Refetch functions
+        refetchPortfolios: portfoliosQuery.refetch,
+        refetchPortfolio: portfolioQuery.refetch,
+        refetchHoldings: holdingsQuery.refetch,
+        refetchAllocations: allocationsQuery.refetch,
+    };
+}

package/dist/services/AuthService.d.ts

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+/**
+ * Authentication service with React Query integration
+ *
+ * Provides authentication operations with proper query invalidation
+ * and state management across platforms.
+ */
+import type { BaseApiClient } from '../core/BaseApiClient';
+import { BaseService } from './BaseService';
+export interface SigninPayload {
+    email: string;
+    password: string;
+}
+export interface SignupPayload {
+    email: string;
+    password: string;
+    first_name: string;
+    last_name: string;
+}
+export interface EmailVerificationPayload {
+    email: string;
+    verification_code: string;
+}
+export interface TokenRefreshPayload {
+    refresh: string;
+}
+export interface TokenRefreshResponse {
+    access: string;
+    refresh: string;
+}
+export interface UserProfile {
+    id: string;
+    email: string;
+    first_name: string;
+    last_name: string;
+    is_verified: boolean;
+    is_signup_completed: boolean;
+}
+export declare class AuthService extends BaseService {
+    constructor(apiClient: BaseApiClient);
+    /**
+     * Sign in user
+     */
+    signin(data: SigninPayload): Promise<unknown>;
+    /**
+     * Sign out user
+     */
+    signout(): Promise<unknown>;
+    /**
+     * Sign up new user
+     */
+    signup(data: SignupPayload): Promise<unknown>;
+    /**
+     * Verify email address
+     */
+    verifyEmail(data: EmailVerificationPayload): Promise<unknown>;
+    /**
+     * Resend verification code
+     */
+    resendVerificationCode(): Promise<unknown>;
+    /**
+     * Refresh authentication tokens
+     */
+    refreshToken(data: TokenRefreshPayload): Promise<TokenRefreshResponse>;
+    /**
+     * Get current user profile
+     */
+    getProfile(): Promise<UserProfile>;
+    /**
+     * Check authentication status
+     */
+    checkStatus(): Promise<{
+        authenticated: boolean;
+    }>;
+}
+//# sourceMappingURL=AuthService.d.ts.map

package/dist/services/AuthService.d.ts.map

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package/dist/services/AuthService.js

@@ -0,0 +1,83 @@
+/**
+ * Authentication service with React Query integration
+ *
+ * Provides authentication operations with proper query invalidation
+ * and state management across platforms.
+ */
+import { BaseService } from './BaseService';
+export class AuthService extends BaseService {
+    constructor(apiClient) {
+        super(apiClient, '/api');
+    }
+    /**
+     * Sign in user
+     */
+    async signin(data) {
+        const response = await this.apiClient.post(this.buildEndpoint('signin/'), data);
+        return this.extractData(response);
+    }
+    /**
+     * Sign out user
+     */
+    async signout() {
+        const response = await this.apiClient.post(this.buildEndpoint('signout/'));
+        return this.extractData(response);
+    }
+    /**
+     * Sign up new user
+     */
+    async signup(data) {
+        const response = await this.apiClient.post(this.buildEndpoint('signup/'), data);
+        return this.extractData(response);
+    }
+    /**
+     * Verify email address
+     */
+    async verifyEmail(data) {
+        const response = await this.apiClient.post(this.buildEndpoint('email-verification/'), data);
+        return this.extractData(response);
+    }
+    /**
+     * Resend verification code
+     */
+    async resendVerificationCode() {
+        const response = await this.apiClient.post(this.buildEndpoint('resend-verification/'));
+        return this.extractData(response);
+    }
+    /**
+     * Refresh authentication tokens
+     */
+    async refreshToken(data) {
+        const response = await this.apiClient.post(this.buildEndpoint('token/refresh/'), data);
+        return this.extractData(response);
+    }
+    /**
+     * Get current user profile
+     */
+    async getProfile() {
+        // Get the first user profile (current user's profile)
+        const response = await this.apiClient.get(this.buildEndpoint('user-profiles/'));
+        const profiles = this.extractData(response);
+        if (!profiles.results || profiles.results.length === 0) {
+            throw new Error('No user profile found');
+        }
+        const profile = profiles.results[0];
+        if (!profile) {
+            throw new Error('No user profile found');
+        }
+        return profile;
+    }
+    /**
+     * Check authentication status
+     */
+    async checkStatus() {
+        // Use the profile endpoint to check auth status
+        try {
+            await this.getProfile();
+            return { authenticated: true };
+        }
+        catch (error) {
+            return { authenticated: false };
+        }
+    }
+}

package/dist/services/BaseService.d.ts

@@ -0,0 +1,48 @@
+/**
+ * Base service class for all API services
+ *
+ * Provides common functionality and patterns for API interaction
+ * that can be shared across all domain services.
+ */
+import type { BaseApiClient, ApiResponse } from '../core/BaseApiClient';
+export declare abstract class BaseService {
+    protected apiClient: BaseApiClient;
+    protected baseEndpoint: string;
+    constructor(apiClient: BaseApiClient, baseEndpoint: string);
+    /**
+     * Build endpoint URL relative to service base
+     */
+    protected buildEndpoint(path?: string): string;
+    /**
+     * Extract data from API response
+     */
+    protected extractData<T>(response: ApiResponse<T>): T;
+    /**
+     * Handle paginated responses
+     */
+    protected handlePaginatedResponse<T>(response: ApiResponse<PaginatedResponse<T>>): PaginatedResponse<T>;
+    /**
+     * Build query parameters from filters
+     */
+    protected buildQueryParams(filters: Record<string, unknown>): Record<string, string>;
+}
+/**
+ * Common paginated response interface
+ */
+export interface PaginatedResponse<T> {
+    count: number;
+    next: string | null;
+    previous: string | null;
+    results: T[];
+}
+/**
+ * Common list filters interface
+ */
+export interface BaseListFilters {
+    page?: number;
+    page_size?: number;
+    ordering?: string;
+    search?: string;
+    [key: string]: unknown;
+}
+//# sourceMappingURL=BaseService.d.ts.map

package/dist/services/BaseService.d.ts.map

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package/dist/services/BaseService.js

@@ -0,0 +1,51 @@
+/**
+ * Base service class for all API services
+ *
+ * Provides common functionality and patterns for API interaction
+ * that can be shared across all domain services.
+ */
+export class BaseService {
+    constructor(apiClient, baseEndpoint) {
+        this.apiClient = apiClient;
+        this.baseEndpoint = baseEndpoint;
+    }
+    /**
+     * Build endpoint URL relative to service base
+     */
+    buildEndpoint(path = '') {
+        const cleanBase = this.baseEndpoint.replace(/\/$/, '');
+        const cleanPath = path.replace(/^\//, '');
+        return cleanPath ? `${cleanBase}/${cleanPath}` : cleanBase;
+    }
+    /**
+     * Extract data from API response
+     */
+    extractData(response) {
+        return response.data;
+    }
+    /**
+     * Handle paginated responses
+     */
+    handlePaginatedResponse(response) {
+        return response.data;
+    }
+    /**
+     * Build query parameters from filters
+     */
+    buildQueryParams(filters) {
+        const params = {};
+        Object.entries(filters).forEach(([key, value]) => {
+            if (value !== undefined && value !== null && value !== '') {
+                if (Array.isArray(value)) {
+                    if (value.length > 0) {
+                        params[key] = value.join(',');
+                    }
+                }
+                else {
+                    params[key] = String(value);
+                }
+            }
+        });
+        return params;
+    }
+}

package/dist/services/PortfolioService.d.ts

@@ -0,0 +1,100 @@
+/**
+ * Portfolio service with comprehensive CRUD operations
+ *
+ * Demonstrates the service pattern for domain-specific API operations
+ * with proper typing and error handling.
+ */
+import type { BaseApiClient } from '../core/BaseApiClient';
+import { BaseService, type PaginatedResponse, type BaseListFilters } from './BaseService';
+export interface Portfolio {
+    id: string;
+    name: string;
+    description?: string;
+    total_value: number;
+    cash_balance: number;
+    created_at: string;
+    updated_at: string;
+    is_active: boolean;
+}
+export interface CreatePortfolioPayload {
+    name: string;
+    description?: string;
+}
+export interface UpdatePortfolioPayload {
+    name?: string;
+    description?: string;
+    is_active?: boolean;
+}
+export interface PortfolioListFilters extends BaseListFilters {
+    is_active?: boolean;
+    min_value?: number;
+    max_value?: number;
+}
+export interface AssetHolding {
+    id: string;
+    instrument_id: string;
+    instrument_name: string;
+    instrument_symbol: string;
+    quantity: number;
+    market_value: number;
+    average_cost: number;
+    unrealized_pnl: number;
+    weight: number;
+}
+export interface AssetAllocation {
+    sector: string;
+    allocation: number;
+    market_value: number;
+    target_allocation?: number;
+}
+export declare class PortfolioService extends BaseService {
+    constructor(apiClient: BaseApiClient);
+    /**
+     * Get all portfolios with optional filtering
+     */
+    getPortfolios(filters?: PortfolioListFilters): Promise<PaginatedResponse<Portfolio>>;
+    /**
+     * Get specific portfolio by ID
+     */
+    getPortfolio(id: string): Promise<Portfolio>;
+    /**
+     * Create new portfolio
+     */
+    createPortfolio(data: CreatePortfolioPayload): Promise<Portfolio>;
+    /**
+     * Update existing portfolio
+     */
+    updatePortfolio(id: string, data: UpdatePortfolioPayload): Promise<Portfolio>;
+    /**
+     * Delete portfolio
+     */
+    deletePortfolio(id: string): Promise<void>;
+    /**
+     * Get portfolio asset holdings
+     */
+    getHoldings(portfolioId: string): Promise<AssetHolding[]>;
+    /**
+     * Get portfolio asset allocation
+     */
+    getAllocations(portfolioId: string): Promise<AssetAllocation[]>;
+    /**
+     * Get portfolio performance data
+     */
+    getPerformance(portfolioId: string, timeRange?: string): Promise<PerformanceData>;
+}
+export interface PerformanceData {
+    total_return: number;
+    total_return_percentage: number;
+    daily_returns: Array<{
+        date: string;
+        value: number;
+        return_percentage: number;
+    }>;
+    benchmark_comparison?: {
+        benchmark_name: string;
+        benchmark_return: number;
+        alpha: number;
+        beta: number;
+    };
+}
+//# sourceMappingURL=PortfolioService.d.ts.map

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