@cranberry-money/shared-services 1.1.0 → 1.2.0

package/dist/index.d.ts

@@ -14,6 +14,7 @@ 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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package/dist/index.js

@@ -18,6 +18,7 @@ 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/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

@@ -0,0 +1 @@
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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

@@ -0,0 +1 @@
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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": "1.1.0",
+  "version": "1.2.0",
   "description": "Shared API services and client for MyPortfolio platform",
   "main": "dist/index.js",
   "types": "dist/index.d.ts",