@cranberry-money/shared-services 1.0.1 → 1.2.0

package/dist/api/apiClient.d.ts

@@ -0,0 +1,25 @@
+/**
+ * Platform-agnostic API client factory
+ * Supports both web and mobile environments
+ */
+export interface ApiClientConfig {
+    baseURL: string;
+    withCredentials?: boolean;
+    headers?: Record<string, string>;
+}
+export declare const createApiClient: (config: ApiClientConfig) => import("axios").AxiosInstance;
+/**
+ * Web API client factory (for blueberry/strawberry)
+ */
+export declare const createWebApiClient: (baseURL?: string) => import("axios").AxiosInstance;
+/**
+ * Mobile API client factory (for blackberry)
+ */
+export declare const createMobileApiClient: (baseURL: string) => import("axios").AxiosInstance;
+/**
+ * Default web API client instance
+ * This maintains compatibility with existing blueberry services
+ */
+export declare const webApiClient: import("axios").AxiosInstance;
+export default webApiClient;
+//# sourceMappingURL=apiClient.d.ts.map

package/dist/api/apiClient.d.ts.map

@@ -0,0 +1 @@
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package/dist/api/apiClient.js

@@ -0,0 +1,35 @@
+import axios from 'axios';
+export const createApiClient = (config) => {
+    return axios.create({
+        baseURL: config.baseURL,
+        headers: {
+            'Content-Type': 'application/json',
+            ...config.headers,
+        },
+        withCredentials: config.withCredentials ?? true,
+    });
+};
+/**
+ * Web API client factory (for blueberry/strawberry)
+ */
+export const createWebApiClient = (baseURL) => {
+    return createApiClient({
+        baseURL: baseURL || (typeof window !== 'undefined' && window.ENV?.VITE_API_URL) || '',
+        withCredentials: true,
+    });
+};
+/**
+ * Mobile API client factory (for blackberry)
+ */
+export const createMobileApiClient = (baseURL) => {
+    return createApiClient({
+        baseURL,
+        withCredentials: false, // Mobile doesn't use cookies
+    });
+};
+/**
+ * Default web API client instance
+ * This maintains compatibility with existing blueberry services
+ */
+export const webApiClient = createWebApiClient();
+export default webApiClient;

package/dist/api/types.d.ts

@@ -0,0 +1,51 @@
+/**
+ * Common API types shared across all services
+ */
+export interface FormErrors {
+    [key: string]: string[];
+}
+export interface PaginatedResponse<T> {
+    count: number;
+    next: string | null;
+    previous: string | null;
+    results: T[];
+}
+export interface PaginationParams {
+    page?: number;
+    page_size?: number;
+}
+export interface OrderingParams {
+    ordering?: string;
+    order_by?: string;
+}
+/**
+ * Base filters interface for API requests
+ */
+export interface BaseListFilters extends PaginationParams, OrderingParams {
+    search?: string;
+    [key: string]: unknown;
+}
+/**
+ * Common date range filters
+ */
+export interface DateRangeFilters {
+    date_from?: string;
+    date_to?: string;
+}
+/**
+ * Standard API response wrapper
+ */
+export interface ApiResponse<T> {
+    data: T;
+    status: number;
+    statusText: string;
+}
+/**
+ * Error response structure
+ */
+export interface ApiErrorResponse {
+    detail?: string;
+    errors?: FormErrors;
+    message?: string;
+}
+//# sourceMappingURL=types.d.ts.map

package/dist/api/types.d.ts.map

@@ -0,0 +1 @@
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package/dist/api/types.js

@@ -0,0 +1,4 @@
+/**
+ * Common API types shared across all services
+ */
+export {};

package/dist/index.d.ts

@@ -7,9 +7,14 @@ export * from './adapters/WebTokenStorage';
 export * from './adapters/WebApiClient';
 export * from './adapters/MobileTokenStorage';
 export * from './adapters/MobileApiClient';
+export { createApiClient, createWebApiClient, createMobileApiClient, webApiClient } from './api/apiClient';
+export type { FormErrors, PaginationParams, OrderingParams, DateRangeFilters, ApiErrorResponse } from './api/types';
 export * from './services/BaseService';
 export * from './services/AuthService';
 export * from './services/PortfolioService';
+export * as AccountsService from './services/accounts';
+export * as AuthService from './services/auth';
+export * as PortfoliosService from './services/portfolios';
 export * from './query/QueryClient';
 export * from './query/useAuth';
 export * from './query/usePortfolios';

package/dist/index.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":"AAAA;;GAEG;AAGH,cAAc,qBAAqB,CAAC;AACpC,cAAc,sBAAsB,CAAC;AAGrC,cAAc,4BAA4B,CAAC;AAC3C,cAAc,yBAAyB,CAAC;AACxC,cAAc,+BAA+B,CAAC;AAC9C,cAAc,4BAA4B,CAAC;AAG3C,OAAO,EACL,eAAe,EACf,kBAAkB,EAClB,qBAAqB,EACrB,YAAY,EACb,MAAM,iBAAiB,CAAC;AAEzB,YAAY,EACV,UAAU,EACV,gBAAgB,EAChB,cAAc,EACd,gBAAgB,EAChB,gBAAgB,EACjB,MAAM,aAAa,CAAC;AAGrB,cAAc,wBAAwB,CAAC;AACvC,cAAc,wBAAwB,CAAC;AACvC,cAAc,6BAA6B,CAAC;AAG5C,OAAO,KAAK,eAAe,MAAM,qBAAqB,CAAC;AACvD,OAAO,KAAK,WAAW,MAAM,iBAAiB,CAAC;AAC/C,OAAO,KAAK,iBAAiB,MAAM,uBAAuB,CAAC;AAG3D,cAAc,qBAAqB,CAAC;AACpC,cAAc,iBAAiB,CAAC;AAChC,cAAc,uBAAuB,CAAC;AAGtC,cAAc,oBAAoB,CAAC;AACnC,cAAc,0BAA0B,CAAC;AACzC,cAAc,uBAAuB,CAAC"}

package/dist/index.js

@@ -9,10 +9,16 @@ export * from './adapters/WebTokenStorage';
 export * from './adapters/WebApiClient';
 export * from './adapters/MobileTokenStorage';
 export * from './adapters/MobileApiClient';
-// Services
+// New functional API client
+export { createApiClient, createWebApiClient, createMobileApiClient, webApiClient } from './api/apiClient';
+// Legacy class-based services (keep for backwards compatibility)
 export * from './services/BaseService';
 export * from './services/AuthService';
 export * from './services/PortfolioService';
+// New functional domain services
+export * as AccountsService from './services/accounts';
+export * as AuthService from './services/auth';
+export * as PortfoliosService from './services/portfolios';
 // React Query integration
 export * from './query/QueryClient';
 export * from './query/useAuth';

package/dist/services/accounts/constants.d.ts

@@ -0,0 +1,24 @@
+/**
+ * Account-related constants for shared services.
+ *
+ * These constants should match the backend constants in bilberry/accounts/constants.py
+ * to ensure consistency across the application stack.
+ */
+export declare const SOURCE_OF_FUNDS_SALARY = "salary";
+export declare const SOURCE_OF_FUNDS_SAVINGS = "savings";
+export declare const SOURCE_OF_FUNDS_INHERITANCE = "inheritance";
+export declare const SOURCE_OF_FUNDS_GIFT = "gift";
+export declare const SOURCE_OF_FUNDS_OTHER = "other";
+export declare const SOURCE_OF_FUNDS_LABEL_SALARY = "Salary";
+export declare const SOURCE_OF_FUNDS_LABEL_SAVINGS = "Savings";
+export declare const SOURCE_OF_FUNDS_LABEL_INHERITANCE = "Inheritance";
+export declare const SOURCE_OF_FUNDS_LABEL_GIFT = "Gift";
+export declare const SOURCE_OF_FUNDS_LABEL_OTHER = "Other";
+export declare const SOURCE_OF_FUNDS_OPTIONS: {
+    value: string;
+    label: string;
+}[];
+export declare const API_ENDPOINTS: {
+    readonly ACCOUNTS: "/api/accounts/";
+};
+//# sourceMappingURL=constants.d.ts.map

package/dist/services/accounts/constants.d.ts.map

@@ -0,0 +1 @@
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package/dist/services/accounts/constants.js

@@ -0,0 +1,30 @@
+/**
+ * Account-related constants for shared services.
+ *
+ * These constants should match the backend constants in bilberry/accounts/constants.py
+ * to ensure consistency across the application stack.
+ */
+// Source of funds constants
+export const SOURCE_OF_FUNDS_SALARY = 'salary';
+export const SOURCE_OF_FUNDS_SAVINGS = 'savings';
+export const SOURCE_OF_FUNDS_INHERITANCE = 'inheritance';
+export const SOURCE_OF_FUNDS_GIFT = 'gift';
+export const SOURCE_OF_FUNDS_OTHER = 'other';
+// Source of funds label constants
+export const SOURCE_OF_FUNDS_LABEL_SALARY = 'Salary';
+export const SOURCE_OF_FUNDS_LABEL_SAVINGS = 'Savings';
+export const SOURCE_OF_FUNDS_LABEL_INHERITANCE = 'Inheritance';
+export const SOURCE_OF_FUNDS_LABEL_GIFT = 'Gift';
+export const SOURCE_OF_FUNDS_LABEL_OTHER = 'Other';
+// Source of funds options
+export const SOURCE_OF_FUNDS_OPTIONS = [
+    { value: SOURCE_OF_FUNDS_SALARY, label: SOURCE_OF_FUNDS_LABEL_SALARY },
+    { value: SOURCE_OF_FUNDS_SAVINGS, label: SOURCE_OF_FUNDS_LABEL_SAVINGS },
+    { value: SOURCE_OF_FUNDS_INHERITANCE, label: SOURCE_OF_FUNDS_LABEL_INHERITANCE },
+    { value: SOURCE_OF_FUNDS_GIFT, label: SOURCE_OF_FUNDS_LABEL_GIFT },
+    { value: SOURCE_OF_FUNDS_OTHER, label: SOURCE_OF_FUNDS_LABEL_OTHER },
+];
+// API Endpoints
+export const API_ENDPOINTS = {
+    ACCOUNTS: '/api/accounts/',
+};

package/dist/services/accounts/index.d.ts

@@ -0,0 +1,7 @@
+/**
+ * Accounts service exports
+ */
+export * from './constants';
+export * from './types';
+export * from './service';
+//# sourceMappingURL=index.d.ts.map

package/dist/services/accounts/index.d.ts.map

@@ -0,0 +1 @@
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package/dist/services/accounts/index.js

@@ -0,0 +1,6 @@
+/**
+ * Accounts service exports
+ */
+export * from './constants';
+export * from './types';
+export * from './service';

package/dist/services/accounts/service.d.ts

@@ -0,0 +1,11 @@
+/**
+ * Account API service functions.
+ */
+import type { PaginatedResponse } from '../../api/types';
+import type { Account, AccountPayload } from './types';
+export type PaginatedAccounts = PaginatedResponse<Account>;
+export declare const getAccounts: () => Promise<import("axios").AxiosResponse<PaginatedAccounts, any>>;
+export declare const createAccount: (data: AccountPayload) => Promise<import("axios").AxiosResponse<Account, any>>;
+export declare const updateAccount: (uuid: string, data: Partial<AccountPayload>) => Promise<import("axios").AxiosResponse<Account, any>>;
+export declare const getAccountByUuid: (uuid: string) => Promise<import("axios").AxiosResponse<Account, any>>;
+//# sourceMappingURL=service.d.ts.map

package/dist/services/accounts/service.d.ts.map

@@ -0,0 +1 @@
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package/dist/services/accounts/service.js

@@ -0,0 +1,19 @@
+/**
+ * Account API service functions.
+ */
+import { webApiClient } from '../../api/apiClient';
+import { API_ENDPOINTS } from './constants';
+// Fetch list of user accounts
+export const getAccounts = () => {
+    return webApiClient.get(API_ENDPOINTS.ACCOUNTS);
+};
+export const createAccount = (data) => {
+    return webApiClient.post(API_ENDPOINTS.ACCOUNTS, data);
+};
+export const updateAccount = (uuid, data) => {
+    return webApiClient.patch(`${API_ENDPOINTS.ACCOUNTS}${uuid}/`, data);
+};
+// Get account by UUID
+export const getAccountByUuid = (uuid) => {
+    return webApiClient.get(`${API_ENDPOINTS.ACCOUNTS}${uuid}/`);
+};

package/dist/services/accounts/types.d.ts

@@ -0,0 +1,15 @@
+/**
+ * Account-related types and interfaces.
+ */
+export interface Account {
+    uuid: string;
+    accountNumber: string | null;
+    accountType: string;
+    activationDate: string | null;
+}
+export interface AccountPayload {
+    accountType: string;
+    name: string;
+    userProfile: string;
+}
+//# sourceMappingURL=types.d.ts.map

package/dist/services/accounts/types.d.ts.map

@@ -0,0 +1 @@
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package/dist/services/accounts/types.js

@@ -0,0 +1,4 @@
+/**
+ * Account-related types and interfaces.
+ */
+export {};

package/dist/services/auth/constants.d.ts

@@ -0,0 +1,30 @@
+/**
+ * Authentication API constants
+ */
+export declare const API_ENDPOINTS: {
+    readonly SIGNIN: "/api/signin/";
+    readonly SIGNOUT: "/api/signout/";
+    readonly SIGNUP: "/api/signup/";
+    readonly EMAIL_VERIFICATION: "/api/email-verification/";
+    readonly RESEND_VERIFICATION: "/api/resend-verification/";
+    readonly TOKEN_REFRESH: "/api/token/refresh/";
+};
+export declare const DEFAULT_TOKEN_REFRESH_BUFFER_MINUTES = 5;
+export declare const MILLISECONDS_PER_MINUTE: number;
+export declare const MINUTES_PER_HOUR = 60;
+export declare const HOURS_PER_DAY = 24;
+export declare const TIME_LABEL_EXPIRED = "Expired";
+export declare const TIME_LABEL_MINUTE = "minute";
+export declare const TIME_LABEL_MINUTES = "minutes";
+export declare const TIME_LABEL_HOUR = "hour";
+export declare const TIME_LABEL_HOURS = "hours";
+export declare const TIME_LABEL_DAY = "day";
+export declare const TIME_LABEL_DAYS = "days";
+export declare const TIME_LABEL_HOUR_SHORT = "h";
+export declare const TIME_LABEL_MINUTE_SHORT = "m";
+export declare const TIME_LABEL_DAY_SHORT = "d";
+export declare const DEFAULT_UNKNOWN_VALUE = "Unknown";
+export declare const DEFAULT_ERROR_MESSAGE = "An error occurred";
+export declare const TOKEN_STORAGE_KEY_ACCESS = "access_token";
+export declare const TOKEN_STORAGE_KEY_REFRESH = "refresh_token";
+//# sourceMappingURL=constants.d.ts.map

package/dist/services/auth/constants.d.ts.map

@@ -0,0 +1 @@
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package/dist/services/auth/constants.js

@@ -0,0 +1,37 @@
+/**
+ * Authentication API constants
+ */
+// API Endpoints
+export const API_ENDPOINTS = {
+    // Authentication
+    SIGNIN: '/api/signin/',
+    SIGNOUT: '/api/signout/',
+    SIGNUP: '/api/signup/',
+    // Verification
+    EMAIL_VERIFICATION: '/api/email-verification/',
+    RESEND_VERIFICATION: '/api/resend-verification/',
+    // Token management
+    TOKEN_REFRESH: '/api/token/refresh/',
+};
+// Token management constants
+export const DEFAULT_TOKEN_REFRESH_BUFFER_MINUTES = 5;
+export const MILLISECONDS_PER_MINUTE = 60 * 1000;
+export const MINUTES_PER_HOUR = 60;
+export const HOURS_PER_DAY = 24;
+// Time labels
+export const TIME_LABEL_EXPIRED = 'Expired';
+export const TIME_LABEL_MINUTE = 'minute';
+export const TIME_LABEL_MINUTES = 'minutes';
+export const TIME_LABEL_HOUR = 'hour';
+export const TIME_LABEL_HOURS = 'hours';
+export const TIME_LABEL_DAY = 'day';
+export const TIME_LABEL_DAYS = 'days';
+export const TIME_LABEL_HOUR_SHORT = 'h';
+export const TIME_LABEL_MINUTE_SHORT = 'm';
+export const TIME_LABEL_DAY_SHORT = 'd';
+// Default values
+export const DEFAULT_UNKNOWN_VALUE = 'Unknown';
+export const DEFAULT_ERROR_MESSAGE = 'An error occurred';
+// Storage keys
+export const TOKEN_STORAGE_KEY_ACCESS = 'access_token';
+export const TOKEN_STORAGE_KEY_REFRESH = 'refresh_token';

package/dist/services/auth/index.d.ts

@@ -0,0 +1,8 @@
+/**
+ * Auth service exports
+ */
+export * from './constants';
+export * from './types';
+export * from './service';
+export * from './utils';
+//# sourceMappingURL=index.d.ts.map

package/dist/services/auth/index.d.ts.map

@@ -0,0 +1 @@
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package/dist/services/auth/index.js

@@ -0,0 +1,7 @@
+/**
+ * Auth service exports
+ */
+export * from './constants';
+export * from './types';
+export * from './service';
+export * from './utils';

package/dist/services/auth/service.d.ts

@@ -0,0 +1,8 @@
+import type { SigninPayload, SignupPayload, EmailVerificationPayload, TokenRefreshResponse, TokenRefreshPayload } from './types';
+export declare const signin: (data: SigninPayload) => Promise<import("axios").AxiosResponse<any, any>>;
+export declare const signout: () => Promise<import("axios").AxiosResponse<any, any>>;
+export declare const signup: (data: SignupPayload) => Promise<import("axios").AxiosResponse<any, any>>;
+export declare const verifyEmail: (data: EmailVerificationPayload) => Promise<import("axios").AxiosResponse<any, any>>;
+export declare const resendVerificationCode: () => Promise<import("axios").AxiosResponse<any, any>>;
+export declare const refreshToken: (data: TokenRefreshPayload) => Promise<import("axios").AxiosResponse<TokenRefreshResponse, any>>;
+//# sourceMappingURL=service.d.ts.map

package/dist/services/auth/service.d.ts.map

@@ -0,0 +1 @@
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package/dist/services/auth/service.js

@@ -0,0 +1,23 @@
+import { webApiClient } from '../../api/apiClient';
+import { API_ENDPOINTS } from './constants';
+// Authentication services
+export const signin = (data) => {
+    return webApiClient.post(API_ENDPOINTS.SIGNIN, data);
+};
+export const signout = () => {
+    return webApiClient.post(API_ENDPOINTS.SIGNOUT);
+};
+export const signup = (data) => {
+    return webApiClient.post(API_ENDPOINTS.SIGNUP, data);
+};
+// Email verification services
+export const verifyEmail = (data) => {
+    return webApiClient.post(API_ENDPOINTS.EMAIL_VERIFICATION, data);
+};
+export const resendVerificationCode = () => {
+    return webApiClient.post(API_ENDPOINTS.RESEND_VERIFICATION);
+};
+// Token refresh services
+export const refreshToken = (data) => {
+    return webApiClient.post(API_ENDPOINTS.TOKEN_REFRESH, data);
+};

package/dist/services/auth/types.d.ts

@@ -0,0 +1,38 @@
+export interface SigninPayload {
+    email: string;
+    password: string;
+}
+export interface SignupPayload {
+    email: string;
+    password: string;
+    passwordConfirm: string;
+}
+export interface EmailVerificationPayload {
+    token: string;
+}
+export interface TokenRefreshResponse {
+    access: string;
+    refresh: string;
+}
+export interface TokenRefreshPayload {
+    refresh: string;
+}
+export interface TokenRefreshError {
+    response?: {
+        status: number;
+        data?: {
+            detail?: string;
+            message?: string;
+        };
+    };
+    message?: string;
+}
+export interface TokenInfo {
+    token: string | null;
+    payload: Record<string, unknown>;
+    isValid: boolean;
+    remainingTime: string;
+    isExpired: boolean;
+    expirationTime: Date | null;
+}
+//# sourceMappingURL=types.d.ts.map

package/dist/services/auth/types.d.ts.map

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package/dist/services/auth/types.js

@@ -0,0 +1 @@
+export {};

package/dist/services/auth/utils.d.ts

@@ -0,0 +1,46 @@
+import type { TokenRefreshError } from './types';
+/**
+ * Check if a token has expired based on its expiration timestamp
+ */
+export declare const isTokenExpired: (expiresAt: string) => boolean;
+/**
+ * Check if a token will expire within a specified number of minutes
+ */
+export declare const isTokenExpiringSoon: (expiresAt: string, minutesBeforeExpiry?: number) => boolean;
+/**
+ * Get the remaining time until token expiry in minutes
+ */
+export declare const getTimeUntilExpiry: (expiresAt: string) => number;
+/**
+ * Format the time until expiry in a human-readable format
+ */
+export declare const formatTimeUntilExpiry: (expiresAt: string) => string;
+/**
+ * Parse device information from user agent string
+ */
+export declare const parseDeviceInfo: (userAgent: string) => {
+    browser: string;
+    os: string;
+};
+/**
+ * Check if token refresh was successful
+ */
+export declare const isRefreshSuccess: (response: {
+    status?: number;
+    data?: {
+        access?: string;
+        refresh?: string;
+    };
+}) => boolean;
+/**
+ * Get error message from token refresh error
+ */
+export declare const getRefreshErrorMessage: (error: TokenRefreshError) => string;
+/**
+ * Create an auto-refresh handler for tokens
+ */
+export declare const createAutoRefreshHandler: (refreshCallback: () => Promise<void>, checkInterval?: number) => {
+    start: () => void;
+    stop: () => void;
+};
+//# sourceMappingURL=utils.d.ts.map

package/dist/services/auth/utils.d.ts.map

@@ -0,0 +1 @@
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package/dist/services/auth/utils.js

@@ -0,0 +1,113 @@
+import { DEFAULT_TOKEN_REFRESH_BUFFER_MINUTES, MILLISECONDS_PER_MINUTE, MINUTES_PER_HOUR, HOURS_PER_DAY, TIME_LABEL_EXPIRED, TIME_LABEL_MINUTE, TIME_LABEL_MINUTES, TIME_LABEL_HOUR, TIME_LABEL_HOURS, TIME_LABEL_DAY, TIME_LABEL_DAYS, DEFAULT_UNKNOWN_VALUE, DEFAULT_ERROR_MESSAGE, } from './constants';
+/**
+ * Check if a token has expired based on its expiration timestamp
+ */
+export const isTokenExpired = (expiresAt) => {
+    const expirationTime = new Date(expiresAt).getTime();
+    const currentTime = Date.now();
+    return currentTime >= expirationTime;
+};
+/**
+ * Check if a token will expire within a specified number of minutes
+ */
+export const isTokenExpiringSoon = (expiresAt, minutesBeforeExpiry = DEFAULT_TOKEN_REFRESH_BUFFER_MINUTES) => {
+    const expirationTime = new Date(expiresAt).getTime();
+    const currentTime = Date.now();
+    const bufferTime = minutesBeforeExpiry * MILLISECONDS_PER_MINUTE;
+    return currentTime + bufferTime >= expirationTime;
+};
+/**
+ * Get the remaining time until token expiry in minutes
+ */
+export const getTimeUntilExpiry = (expiresAt) => {
+    const expirationTime = new Date(expiresAt).getTime();
+    const currentTime = Date.now();
+    const remainingTime = expirationTime - currentTime;
+    if (remainingTime <= 0) {
+        return 0;
+    }
+    return Math.floor(remainingTime / MILLISECONDS_PER_MINUTE);
+};
+/**
+ * Format the time until expiry in a human-readable format
+ */
+export const formatTimeUntilExpiry = (expiresAt) => {
+    const minutesRemaining = getTimeUntilExpiry(expiresAt);
+    if (minutesRemaining <= 0) {
+        return TIME_LABEL_EXPIRED;
+    }
+    if (minutesRemaining < MINUTES_PER_HOUR) {
+        return minutesRemaining === 1 ? `1 ${TIME_LABEL_MINUTE}` : `${minutesRemaining} ${TIME_LABEL_MINUTES}`;
+    }
+    const hoursRemaining = Math.floor(minutesRemaining / MINUTES_PER_HOUR);
+    if (hoursRemaining < HOURS_PER_DAY) {
+        return hoursRemaining === 1 ? `1 ${TIME_LABEL_HOUR}` : `${hoursRemaining} ${TIME_LABEL_HOURS}`;
+    }
+    const daysRemaining = Math.floor(hoursRemaining / HOURS_PER_DAY);
+    return daysRemaining === 1 ? `1 ${TIME_LABEL_DAY}` : `${daysRemaining} ${TIME_LABEL_DAYS}`;
+};
+/**
+ * Parse device information from user agent string
+ */
+export const parseDeviceInfo = (userAgent) => {
+    const browser = userAgent.includes('Chrome')
+        ? 'Chrome'
+        : userAgent.includes('Firefox')
+            ? 'Firefox'
+            : userAgent.includes('Safari')
+                ? 'Safari'
+                : userAgent.includes('Edge')
+                    ? 'Edge'
+                    : DEFAULT_UNKNOWN_VALUE;
+    const os = userAgent.includes('Windows')
+        ? 'Windows'
+        : userAgent.includes('Mac')
+            ? 'macOS'
+            : userAgent.includes('Linux')
+                ? 'Linux'
+                : userAgent.includes('Android')
+                    ? 'Android'
+                    : userAgent.includes('iOS')
+                        ? 'iOS'
+                        : DEFAULT_UNKNOWN_VALUE;
+    return { browser, os };
+};
+/**
+ * Check if token refresh was successful
+ */
+export const isRefreshSuccess = (response) => {
+    return !!(response?.status === 200 && response?.data?.access && response?.data?.refresh);
+};
+/**
+ * Get error message from token refresh error
+ */
+export const getRefreshErrorMessage = (error) => {
+    if (error.response?.data?.detail) {
+        return error.response.data.detail;
+    }
+    if (error.response?.data?.message) {
+        return error.response.data.message;
+    }
+    if (error.message) {
+        return error.message;
+    }
+    return DEFAULT_ERROR_MESSAGE;
+};
+/**
+ * Create an auto-refresh handler for tokens
+ */
+export const createAutoRefreshHandler = (refreshCallback, checkInterval = 60000) => {
+    let intervalId = null;
+    const start = () => {
+        if (intervalId)
+            return;
+        intervalId = setInterval(refreshCallback, checkInterval);
+    };
+    const stop = () => {
+        if (intervalId) {
+            clearInterval(intervalId);
+            intervalId = null;
+        }
+    };
+    return { start, stop };
+};

package/dist/services/portfolios/constants.d.ts

@@ -0,0 +1,45 @@
+/**
+ * Portfolio-related constants for shared services.
+ *
+ * These constants should match the backend constants in bilberry/portfolios/constants.py
+ * to ensure consistency across the application stack.
+ */
+export declare const INVESTMENT_HORIZON_SHORT = "short";
+export declare const INVESTMENT_HORIZON_MEDIUM = "medium";
+export declare const INVESTMENT_HORIZON_LONG = "long";
+export declare const INVESTMENT_HORIZON_LABEL_SHORT = "Short-term (0\u20133 yrs)";
+export declare const INVESTMENT_HORIZON_LABEL_MEDIUM = "Medium-term (3\u20137 yrs)";
+export declare const INVESTMENT_HORIZON_LABEL_LONG = "Long-term (7+ yrs)";
+export declare const INVESTMENT_HORIZON_OPTIONS: {
+    value: string;
+    label: string;
+}[];
+export declare const RISK_TOLERANCE_LOW = "low";
+export declare const RISK_TOLERANCE_MEDIUM = "medium";
+export declare const RISK_TOLERANCE_HIGH = "high";
+export declare const RISK_TOLERANCE_LABEL_LOW = "Low";
+export declare const RISK_TOLERANCE_LABEL_MEDIUM = "Medium";
+export declare const RISK_TOLERANCE_LABEL_HIGH = "High";
+export declare const RISK_TOLERANCE_OPTIONS: {
+    value: string;
+    label: string;
+}[];
+export declare const INVESTMENT_EXPERIENCE_NONE = "none";
+export declare const INVESTMENT_EXPERIENCE_SOME = "some";
+export declare const INVESTMENT_EXPERIENCE_EXTENSIVE = "extensive";
+export declare const INVESTMENT_EXPERIENCE_LABEL_NONE = "No experience";
+export declare const INVESTMENT_EXPERIENCE_LABEL_SOME = "Some experience";
+export declare const INVESTMENT_EXPERIENCE_LABEL_EXTENSIVE = "Extensive";
+export declare const INVESTMENT_EXPERIENCE_OPTIONS: {
+    value: string;
+    label: string;
+}[];
+export declare const API_ENDPOINTS: {
+    readonly PORTFOLIOS: "/api/portfolios/";
+    readonly PORTFOLIO_TEMPLATES: "/api/portfolio-templates/";
+    readonly PORTFOLIO_TEMPLATES_RECOMMENDED: "/api/portfolio-templates/recommended/";
+    readonly ASSET_ALLOCATIONS: "/api/asset-allocations/";
+    readonly ASSET_HOLDINGS: "/api/asset-holdings/";
+    readonly ASSET_HOLDING_SNAPSHOTS: "/api/asset-holding-snapshots/";
+};
+//# sourceMappingURL=constants.d.ts.map

package/dist/services/portfolios/constants.d.ts.map

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package/dist/services/portfolios/constants.js

@@ -0,0 +1,57 @@
+/**
+ * Portfolio-related constants for shared services.
+ *
+ * These constants should match the backend constants in bilberry/portfolios/constants.py
+ * to ensure consistency across the application stack.
+ */
+// Investment horizon constants
+export const INVESTMENT_HORIZON_SHORT = 'short';
+export const INVESTMENT_HORIZON_MEDIUM = 'medium';
+export const INVESTMENT_HORIZON_LONG = 'long';
+// Investment horizon label constants
+export const INVESTMENT_HORIZON_LABEL_SHORT = 'Short-term (0–3 yrs)';
+export const INVESTMENT_HORIZON_LABEL_MEDIUM = 'Medium-term (3–7 yrs)';
+export const INVESTMENT_HORIZON_LABEL_LONG = 'Long-term (7+ yrs)';
+// Investment horizon options
+export const INVESTMENT_HORIZON_OPTIONS = [
+    { value: INVESTMENT_HORIZON_SHORT, label: INVESTMENT_HORIZON_LABEL_SHORT },
+    { value: INVESTMENT_HORIZON_MEDIUM, label: INVESTMENT_HORIZON_LABEL_MEDIUM },
+    { value: INVESTMENT_HORIZON_LONG, label: INVESTMENT_HORIZON_LABEL_LONG },
+];
+// Risk tolerance constants
+export const RISK_TOLERANCE_LOW = 'low';
+export const RISK_TOLERANCE_MEDIUM = 'medium';
+export const RISK_TOLERANCE_HIGH = 'high';
+// Risk tolerance label constants
+export const RISK_TOLERANCE_LABEL_LOW = 'Low';
+export const RISK_TOLERANCE_LABEL_MEDIUM = 'Medium';
+export const RISK_TOLERANCE_LABEL_HIGH = 'High';
+// Risk tolerance options
+export const RISK_TOLERANCE_OPTIONS = [
+    { value: RISK_TOLERANCE_LOW, label: RISK_TOLERANCE_LABEL_LOW },
+    { value: RISK_TOLERANCE_MEDIUM, label: RISK_TOLERANCE_LABEL_MEDIUM },
+    { value: RISK_TOLERANCE_HIGH, label: RISK_TOLERANCE_LABEL_HIGH },
+];
+// Investment experience constants
+export const INVESTMENT_EXPERIENCE_NONE = 'none';
+export const INVESTMENT_EXPERIENCE_SOME = 'some';
+export const INVESTMENT_EXPERIENCE_EXTENSIVE = 'extensive';
+// Investment experience label constants
+export const INVESTMENT_EXPERIENCE_LABEL_NONE = 'No experience';
+export const INVESTMENT_EXPERIENCE_LABEL_SOME = 'Some experience';
+export const INVESTMENT_EXPERIENCE_LABEL_EXTENSIVE = 'Extensive';
+// Investment experience options
+export const INVESTMENT_EXPERIENCE_OPTIONS = [
+    { value: INVESTMENT_EXPERIENCE_NONE, label: INVESTMENT_EXPERIENCE_LABEL_NONE },
+    { value: INVESTMENT_EXPERIENCE_SOME, label: INVESTMENT_EXPERIENCE_LABEL_SOME },
+    { value: INVESTMENT_EXPERIENCE_EXTENSIVE, label: INVESTMENT_EXPERIENCE_LABEL_EXTENSIVE },
+];
+// API Endpoints
+export const API_ENDPOINTS = {
+    PORTFOLIOS: '/api/portfolios/',
+    PORTFOLIO_TEMPLATES: '/api/portfolio-templates/',
+    PORTFOLIO_TEMPLATES_RECOMMENDED: '/api/portfolio-templates/recommended/',
+    ASSET_ALLOCATIONS: '/api/asset-allocations/',
+    ASSET_HOLDINGS: '/api/asset-holdings/',
+    ASSET_HOLDING_SNAPSHOTS: '/api/asset-holding-snapshots/',
+};

package/dist/services/portfolios/index.d.ts

@@ -0,0 +1,8 @@
+/**
+ * Portfolios service exports
+ */
+export * from './constants';
+export * from './types';
+export * from './service';
+export * from './utils';
+//# sourceMappingURL=index.d.ts.map

package/dist/services/portfolios/index.d.ts.map

@@ -0,0 +1 @@
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package/dist/services/portfolios/index.js

@@ -0,0 +1,7 @@
+/**
+ * Portfolios service exports
+ */
+export * from './constants';
+export * from './types';
+export * from './service';
+export * from './utils';

package/dist/services/portfolios/service.d.ts

@@ -0,0 +1,7 @@
+import type { Portfolio, PaginatedPortfolios, PortfolioPayload, RebalancingTradesGenerationResponse } from './types';
+export declare const getPortfolios: () => Promise<import("axios").AxiosResponse<PaginatedPortfolios, any>>;
+export declare const createPortfolio: (data: PortfolioPayload) => Promise<import("axios").AxiosResponse<Portfolio, any>>;
+export declare const updatePortfolio: (uuid: string, data: Partial<PortfolioPayload>) => Promise<import("axios").AxiosResponse<Portfolio, any>>;
+export declare const getPortfolioByUuid: (uuid: string) => Promise<import("axios").AxiosResponse<Portfolio, any>>;
+export declare const generateRebalancingTrades: (portfolioUuid: string) => Promise<import("axios").AxiosResponse<RebalancingTradesGenerationResponse, any>>;
+//# sourceMappingURL=service.d.ts.map

package/dist/services/portfolios/service.d.ts.map

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package/dist/services/portfolios/service.js

@@ -0,0 +1,19 @@
+import { webApiClient } from '../../api/apiClient';
+import { API_ENDPOINTS } from './constants';
+// Portfolio CRUD operations
+export const getPortfolios = () => {
+    return webApiClient.get(API_ENDPOINTS.PORTFOLIOS);
+};
+export const createPortfolio = (data) => {
+    return webApiClient.post(API_ENDPOINTS.PORTFOLIOS, data);
+};
+export const updatePortfolio = (uuid, data) => {
+    return webApiClient.patch(`${API_ENDPOINTS.PORTFOLIOS}${uuid}/`, data);
+};
+export const getPortfolioByUuid = (uuid) => {
+    return webApiClient.get(`${API_ENDPOINTS.PORTFOLIOS}${uuid}/`);
+};
+// Portfolio rebalancing operations
+export const generateRebalancingTrades = (portfolioUuid) => {
+    return webApiClient.post(`${API_ENDPOINTS.PORTFOLIOS}${portfolioUuid}/generate-rebalancing-trades/`);
+};

package/dist/services/portfolios/types.d.ts

@@ -0,0 +1,29 @@
+import type { PaginatedResponse } from '../../api/types';
+export interface Portfolio {
+    uuid: string;
+    account: string;
+    name: string;
+    template: string | null;
+    marketValue: string;
+    createdAt?: string;
+    updatedAt?: string;
+}
+export type PaginatedPortfolios = PaginatedResponse<Portfolio>;
+export interface PortfolioPayload {
+    account: string;
+    name: string;
+    template?: string | null;
+}
+export interface RebalancingTradesGenerationResponse {
+    status: string;
+    message: string;
+    tradeCount?: number;
+    buyTradeCount?: number;
+    sellTradeCount?: number;
+    totalTradeValue?: number;
+    netCashImpact?: number;
+    availableCash?: number;
+    requiredMinimum?: number;
+    errorType?: 'business_logic' | 'permission' | 'server';
+}
+//# sourceMappingURL=types.d.ts.map

package/dist/services/portfolios/types.d.ts.map

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package/dist/services/portfolios/types.js

@@ -0,0 +1 @@
+export {};

package/dist/services/portfolios/utils.d.ts

@@ -0,0 +1,5 @@
+export declare const formatPortfolioValue: (value: string | number) => string;
+export declare const calculateTotalValue: (marketValue: string | number, cashBalance: string | number) => number;
+export declare const getMarketAllocation: (marketValue: string | number, totalValue: string | number) => number;
+export declare const getCashAllocation: (cashBalance: string | number, totalValue: string | number) => number;
+//# sourceMappingURL=utils.d.ts.map

package/dist/services/portfolios/utils.d.ts.map

@@ -0,0 +1 @@
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package/dist/services/portfolios/utils.js

@@ -0,0 +1,26 @@
+// Portfolio formatting utilities
+export const formatPortfolioValue = (value) => {
+    const numValue = typeof value === 'string' ? parseFloat(value) : value;
+    return new Intl.NumberFormat('en-AU', {
+        style: 'currency',
+        currency: 'AUD',
+        minimumFractionDigits: 2,
+        maximumFractionDigits: 2,
+    }).format(numValue);
+};
+// Portfolio calculation utilities
+export const calculateTotalValue = (marketValue, cashBalance) => {
+    const market = typeof marketValue === 'string' ? parseFloat(marketValue || '0') : marketValue;
+    const cash = typeof cashBalance === 'string' ? parseFloat(cashBalance || '0') : cashBalance;
+    return market + cash;
+};
+export const getMarketAllocation = (marketValue, totalValue) => {
+    const market = typeof marketValue === 'string' ? parseFloat(marketValue || '0') : marketValue;
+    const total = typeof totalValue === 'string' ? parseFloat(totalValue || '0') : totalValue;
+    return total > 0 ? (market / total) * 100 : 0;
+};
+export const getCashAllocation = (cashBalance, totalValue) => {
+    const cash = typeof cashBalance === 'string' ? parseFloat(cashBalance || '0') : cashBalance;
+    const total = typeof totalValue === 'string' ? parseFloat(totalValue || '0') : totalValue;
+    return total > 0 ? (cash / total) * 100 : 0;
+};

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@cranberry-money/shared-services",
-  "version": "1.0.1",
+  "version": "1.2.0",
   "description": "Shared API services and client for MyPortfolio platform",
   "main": "dist/index.js",
   "types": "dist/index.d.ts",
@@ -22,7 +22,8 @@
   },
   "dependencies": {
     "@cranberry-money/shared-constants": "^1.0.1",
-    "@cranberry-money/shared-types": "^1.0.1"
+    "@cranberry-money/shared-types": "^1.0.1",
+    "axios": "^1.7.0"
   },
   "peerDependencies": {
     "@tanstack/react-query": ">=5.0.0",