@cranberry-money/shared-services 1.12.1 → 3.0.0

package/dist/services/instruments.d.ts

@@ -0,0 +1,138 @@
+/**
+ * Instruments Services - Pure Functional Implementation
+ *
+ * Financial instrument operations as pure functions with explicit dependencies.
+ * Handles stocks, ETFs, funds, and other financial instruments.
+ */
+import type { ApiClient } from '../api/functional-client';
+export interface Instrument {
+    readonly uuid: string;
+    readonly exchange: string;
+    readonly exchangeName: string;
+    readonly country: string;
+    readonly countryName: string;
+    readonly industry: string;
+    readonly industryName: string;
+    readonly sector: string;
+    readonly sectorName: string;
+    readonly symbol: string;
+    readonly name: string;
+    readonly currentPrice: string;
+    readonly currency: string | null;
+    readonly isEtf: boolean;
+    readonly isFund: boolean;
+    readonly isActive: boolean;
+    readonly isActivelyTrading: boolean;
+}
+export interface MarketData {
+    readonly pe: string | null;
+    readonly eps: string | null;
+    readonly volume: number;
+    readonly dayLow: string | null;
+    readonly dayHigh: string | null;
+    readonly yearLow: string | null;
+    readonly yearHigh: string | null;
+    readonly avgVolume: number | null;
+    readonly marketCap: string | null;
+    readonly openPrice: string | null;
+    readonly priceAvg50: string | null;
+    readonly priceAvg200: string | null;
+    readonly previousClose: string | null;
+    readonly sharesOutstanding: number | null;
+}
+export interface InstrumentSnapshot {
+    readonly uuid: string;
+    readonly price: string;
+    readonly change: string;
+    readonly changePercent: string;
+    readonly marketData: MarketData;
+    readonly sourceTimestamp: string;
+}
+export interface InstrumentReference {
+    readonly uuid: string;
+    readonly symbol: string;
+    readonly name: string;
+}
+export interface InstrumentsQueryParams {
+    readonly uuid?: string;
+    readonly symbol?: string;
+    readonly name?: string;
+    readonly exchange_uuid?: string;
+    readonly exchange_short_name?: string;
+    readonly portfolio_uuid?: string;
+    readonly is_etf?: boolean;
+    readonly is_fund?: boolean;
+    readonly sector_uuid?: string;
+    readonly industry_uuid?: string;
+    readonly country_uuid?: string;
+    readonly min_price?: number;
+    readonly max_price?: number;
+    readonly search?: string;
+    readonly page?: number;
+    readonly page_size?: number;
+    readonly ordering?: string;
+}
+export interface PaginatedInstruments {
+    readonly results: Instrument[];
+    readonly count: number;
+    readonly next: string | null;
+    readonly previous: string | null;
+}
+export interface InstrumentSnapshotFilters {
+    readonly start_date?: string;
+    readonly end_date?: string;
+    readonly min_price?: number;
+    readonly max_price?: number;
+}
+export interface BatchInstrumentRequest {
+    readonly instrumentUuid: string;
+    readonly start_date?: string;
+    readonly end_date?: string;
+    readonly min_price?: number;
+    readonly max_price?: number;
+}
+export interface BatchInstrumentResult {
+    readonly instrumentUuid: string;
+    readonly data?: InstrumentSnapshot[];
+    readonly error?: string;
+}
+export declare const getInstruments: ({ apiClient }: {
+    apiClient: ApiClient;
+}, params?: InstrumentsQueryParams) => Promise<PaginatedInstruments>;
+export declare const getInstrument: ({ apiClient }: {
+    apiClient: ApiClient;
+}, uuid: string) => Promise<Instrument>;
+export declare const getInstrumentSnapshots: ({ apiClient }: {
+    apiClient: ApiClient;
+}, instrumentUuid: string, filters?: InstrumentSnapshotFilters) => Promise<InstrumentSnapshot[]>;
+export declare const searchInstruments: ({ apiClient }: {
+    apiClient: ApiClient;
+}, searchTerm: string, additionalParams?: Omit<InstrumentsQueryParams, "search">) => Promise<PaginatedInstruments>;
+export declare const getInstrumentsByExchange: ({ apiClient }: {
+    apiClient: ApiClient;
+}, exchangeUuid: string, additionalParams?: Omit<InstrumentsQueryParams, "exchange_uuid">) => Promise<PaginatedInstruments>;
+export declare const getETFs: ({ apiClient }: {
+    apiClient: ApiClient;
+}, additionalParams?: Omit<InstrumentsQueryParams, "is_etf">) => Promise<PaginatedInstruments>;
+export declare const getFunds: ({ apiClient }: {
+    apiClient: ApiClient;
+}, additionalParams?: Omit<InstrumentsQueryParams, "is_fund">) => Promise<PaginatedInstruments>;
+export declare const getInstrumentsBySector: ({ apiClient }: {
+    apiClient: ApiClient;
+}, sectorUuid: string, additionalParams?: Omit<InstrumentsQueryParams, "sector_uuid">) => Promise<PaginatedInstruments>;
+export declare const getInstrumentsByIndustry: ({ apiClient }: {
+    apiClient: ApiClient;
+}, industryUuid: string, additionalParams?: Omit<InstrumentsQueryParams, "industry_uuid">) => Promise<PaginatedInstruments>;
+export declare const getInstrumentsByCountry: ({ apiClient }: {
+    apiClient: ApiClient;
+}, countryUuid: string, additionalParams?: Omit<InstrumentsQueryParams, "country_uuid">) => Promise<PaginatedInstruments>;
+export declare const getBatchInstrumentSnapshots: ({ apiClient }: {
+    apiClient: ApiClient;
+}, requests: BatchInstrumentRequest[]) => Promise<BatchInstrumentResult[]>;
+export declare const getActiveInstruments: ({ apiClient }: {
+    apiClient: ApiClient;
+}, additionalParams?: InstrumentsQueryParams) => Promise<PaginatedInstruments>;
+export declare const getTradingInstruments: ({ apiClient }: {
+    apiClient: ApiClient;
+}, additionalParams?: InstrumentsQueryParams) => Promise<PaginatedInstruments>;
+//# sourceMappingURL=instruments.d.ts.map

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

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package/dist/services/instruments.js

@@ -0,0 +1,178 @@
+"use strict";
+/**
+ * Instruments Services - Pure Functional Implementation
+ *
+ * Financial instrument operations as pure functions with explicit dependencies.
+ * Handles stocks, ETFs, funds, and other financial instruments.
+ */
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.getTradingInstruments = exports.getActiveInstruments = exports.getBatchInstrumentSnapshots = exports.getInstrumentsByCountry = exports.getInstrumentsByIndustry = exports.getInstrumentsBySector = exports.getFunds = exports.getETFs = exports.getInstrumentsByExchange = exports.searchInstruments = exports.getInstrumentSnapshots = exports.getInstrument = exports.getInstruments = void 0;
+// Core instrument operations with explicit dependencies
+const getInstruments = async ({ apiClient }, params) => {
+    const queryParams = {};
+    // Transform parameters for the API
+    if (params?.uuid)
+        queryParams.uuid = params.uuid;
+    if (params?.symbol)
+        queryParams.symbol = params.symbol;
+    if (params?.name)
+        queryParams.name = params.name;
+    if (params?.exchange_uuid)
+        queryParams.exchange_uuid = params.exchange_uuid;
+    if (params?.exchange_short_name)
+        queryParams.exchange_short_name = params.exchange_short_name;
+    if (params?.portfolio_uuid)
+        queryParams.portfolio_uuid = params.portfolio_uuid;
+    if (params?.sector_uuid)
+        queryParams.sector_uuid = params.sector_uuid;
+    if (params?.industry_uuid)
+        queryParams.industry_uuid = params.industry_uuid;
+    if (params?.country_uuid)
+        queryParams.country_uuid = params.country_uuid;
+    if (params?.search)
+        queryParams.search = params.search;
+    if (params?.page)
+        queryParams.page = String(params.page);
+    if (params?.page_size)
+        queryParams.page_size = String(params.page_size);
+    if (params?.ordering)
+        queryParams.ordering = params.ordering;
+    // Handle boolean values
+    if (params?.is_etf !== undefined) {
+        queryParams.is_etf = String(params.is_etf);
+    }
+    if (params?.is_fund !== undefined) {
+        queryParams.is_fund = String(params.is_fund);
+    }
+    // Handle price parameters
+    if (params?.min_price !== undefined) {
+        queryParams.min_price = String(params.min_price);
+    }
+    if (params?.max_price !== undefined) {
+        queryParams.max_price = String(params.max_price);
+    }
+    return apiClient.get('/api/instruments/', { params: queryParams });
+};
+exports.getInstruments = getInstruments;
+const getInstrument = async ({ apiClient }, uuid) => {
+    if (!uuid?.trim()) {
+        throw new Error('Instrument UUID is required');
+    }
+    return apiClient.get(`/api/instruments/${uuid}/`);
+};
+exports.getInstrument = getInstrument;
+const getInstrumentSnapshots = async ({ apiClient }, instrumentUuid, filters) => {
+    if (!instrumentUuid?.trim()) {
+        throw new Error('Instrument UUID is required');
+    }
+    const params = {};
+    if (filters?.start_date)
+        params.start_date = filters.start_date;
+    if (filters?.end_date)
+        params.end_date = filters.end_date;
+    if (filters?.min_price !== undefined)
+        params.min_price = String(filters.min_price);
+    if (filters?.max_price !== undefined)
+        params.max_price = String(filters.max_price);
+    return apiClient.get(`/api/instruments/${instrumentUuid}/snapshots/`, { params });
+};
+exports.getInstrumentSnapshots = getInstrumentSnapshots;
+// Advanced instrument operations
+const searchInstruments = async ({ apiClient }, searchTerm, additionalParams) => {
+    if (!searchTerm?.trim()) {
+        throw new Error('Search term is required');
+    }
+    return (0, exports.getInstruments)({ apiClient }, {
+        ...additionalParams,
+        search: searchTerm.trim(),
+    });
+};
+exports.searchInstruments = searchInstruments;
+const getInstrumentsByExchange = async ({ apiClient }, exchangeUuid, additionalParams) => {
+    if (!exchangeUuid?.trim()) {
+        throw new Error('Exchange UUID is required');
+    }
+    return (0, exports.getInstruments)({ apiClient }, {
+        ...additionalParams,
+        exchange_uuid: exchangeUuid,
+    });
+};
+exports.getInstrumentsByExchange = getInstrumentsByExchange;
+const getETFs = async ({ apiClient }, additionalParams) => {
+    return (0, exports.getInstruments)({ apiClient }, {
+        ...additionalParams,
+        is_etf: true,
+    });
+};
+exports.getETFs = getETFs;
+const getFunds = async ({ apiClient }, additionalParams) => {
+    return (0, exports.getInstruments)({ apiClient }, {
+        ...additionalParams,
+        is_fund: true,
+    });
+};
+exports.getFunds = getFunds;
+const getInstrumentsBySector = async ({ apiClient }, sectorUuid, additionalParams) => {
+    if (!sectorUuid?.trim()) {
+        throw new Error('Sector UUID is required');
+    }
+    return (0, exports.getInstruments)({ apiClient }, {
+        ...additionalParams,
+        sector_uuid: sectorUuid,
+    });
+};
+exports.getInstrumentsBySector = getInstrumentsBySector;
+const getInstrumentsByIndustry = async ({ apiClient }, industryUuid, additionalParams) => {
+    if (!industryUuid?.trim()) {
+        throw new Error('Industry UUID is required');
+    }
+    return (0, exports.getInstruments)({ apiClient }, {
+        ...additionalParams,
+        industry_uuid: industryUuid,
+    });
+};
+exports.getInstrumentsByIndustry = getInstrumentsByIndustry;
+const getInstrumentsByCountry = async ({ apiClient }, countryUuid, additionalParams) => {
+    if (!countryUuid?.trim()) {
+        throw new Error('Country UUID is required');
+    }
+    return (0, exports.getInstruments)({ apiClient }, {
+        ...additionalParams,
+        country_uuid: countryUuid,
+    });
+};
+exports.getInstrumentsByCountry = getInstrumentsByCountry;
+// Batch operations for performance optimization
+const getBatchInstrumentSnapshots = async ({ apiClient }, requests) => {
+    if (!requests?.length) {
+        return [];
+    }
+    const promises = requests.map(async ({ instrumentUuid, ...filters }) => {
+        try {
+            const data = await (0, exports.getInstrumentSnapshots)({ apiClient }, instrumentUuid, filters);
+            return {
+                instrumentUuid,
+                data,
+            };
+        }
+        catch (error) {
+            return {
+                instrumentUuid,
+                error: error instanceof Error ? error.message : 'Failed to fetch instrument snapshots',
+            };
+        }
+    });
+    return Promise.all(promises);
+};
+exports.getBatchInstrumentSnapshots = getBatchInstrumentSnapshots;
+// Helper functions for common instrument queries
+const getActiveInstruments = async ({ apiClient }, additionalParams) => {
+    // Note: Assuming active status is handled by the API filter
+    return (0, exports.getInstruments)({ apiClient }, additionalParams);
+};
+exports.getActiveInstruments = getActiveInstruments;
+const getTradingInstruments = async ({ apiClient }, additionalParams) => {
+    // Note: Assuming trading status is handled by the API filter
+    return (0, exports.getInstruments)({ apiClient }, additionalParams);
+};
+exports.getTradingInstruments = getTradingInstruments;

package/dist/services/portfolio-templates.d.ts

@@ -0,0 +1,142 @@
+/**
+ * Portfolio Template Services - Pure Functional Implementation
+ *
+ * Template-based portfolio creation and management operations as pure functions.
+ * No global state, no side effects - everything is explicit and testable.
+ */
+import type { ApiClient } from '../api/functional-client';
+export type TemplateRiskLevel = 'CONSERVATIVE' | 'MODERATE' | 'BALANCED' | 'GROWTH' | 'AGGRESSIVE';
+export type TemplateStatus = 'ACTIVE' | 'INACTIVE' | 'ARCHIVED';
+export interface PortfolioTemplate {
+    readonly uuid: string;
+    readonly name: string;
+    readonly description: string;
+    readonly riskLevel: TemplateRiskLevel;
+    readonly status: TemplateStatus;
+    readonly isRecommended: boolean;
+    readonly minimumInvestment: string;
+    readonly targetReturn: string;
+    readonly createdAt: string;
+    readonly updatedAt: string;
+}
+export interface TargetAssetAllocation {
+    readonly uuid: string;
+    readonly template: string;
+    readonly instrument: string;
+    readonly instrumentName: string;
+    readonly instrumentSymbol: string;
+    readonly targetPercentage: string;
+    readonly minPercentage: string;
+    readonly maxPercentage: string;
+}
+export interface CreatePortfolioTemplatePayload {
+    readonly name: string;
+    readonly description: string;
+    readonly riskLevel: TemplateRiskLevel;
+    readonly minimumInvestment: string | number;
+    readonly targetReturn: string | number;
+}
+export interface UpdatePortfolioTemplatePayload {
+    readonly name?: string;
+    readonly description?: string;
+    readonly riskLevel?: TemplateRiskLevel;
+    readonly status?: TemplateStatus;
+    readonly isRecommended?: boolean;
+    readonly minimumInvestment?: string | number;
+    readonly targetReturn?: string | number;
+}
+export interface CreateTargetAllocationPayload {
+    readonly template: string;
+    readonly instrument: string;
+    readonly targetPercentage: string | number;
+    readonly minPercentage?: string | number;
+    readonly maxPercentage?: string | number;
+}
+export interface ApplyTemplateResponse {
+    readonly portfolio: string;
+    readonly template: string;
+    readonly status: string;
+    readonly allocationsCreated: number;
+    readonly message: string;
+}
+export interface PortfolioTemplateFilters {
+    readonly riskLevel?: TemplateRiskLevel;
+    readonly status?: TemplateStatus;
+    readonly isRecommended?: boolean;
+    readonly ordering?: string;
+}
+export interface PaginatedPortfolioTemplates {
+    readonly results: PortfolioTemplate[];
+    readonly count: number;
+    readonly next: string | null;
+    readonly previous: string | null;
+}
+export declare const getPortfolioTemplates: ({ apiClient }: {
+    apiClient: ApiClient;
+}, filters?: PortfolioTemplateFilters) => Promise<PaginatedPortfolioTemplates>;
+export declare const getPortfolioTemplate: ({ apiClient }: {
+    apiClient: ApiClient;
+}, uuid: string) => Promise<PortfolioTemplate>;
+export declare const getRecommendedPortfolioTemplate: ({ apiClient }: {
+    apiClient: ApiClient;
+}) => Promise<PortfolioTemplate>;
+export declare const createPortfolioTemplate: ({ apiClient }: {
+    apiClient: ApiClient;
+}, data: CreatePortfolioTemplatePayload) => Promise<PortfolioTemplate>;
+export declare const updatePortfolioTemplate: ({ apiClient }: {
+    apiClient: ApiClient;
+}, uuid: string, data: UpdatePortfolioTemplatePayload) => Promise<PortfolioTemplate>;
+export declare const deletePortfolioTemplate: ({ apiClient }: {
+    apiClient: ApiClient;
+}, uuid: string) => Promise<void>;
+export declare const getPortfolioTemplateAllocations: ({ apiClient }: {
+    apiClient: ApiClient;
+}, templateUuid: string) => Promise<TargetAssetAllocation[]>;
+export declare const createTemplateAllocation: ({ apiClient }: {
+    apiClient: ApiClient;
+}, data: CreateTargetAllocationPayload) => Promise<TargetAssetAllocation>;
+export declare const updateTemplateAllocation: ({ apiClient }: {
+    apiClient: ApiClient;
+}, uuid: string, data: Partial<CreateTargetAllocationPayload>) => Promise<TargetAssetAllocation>;
+export declare const deleteTemplateAllocation: ({ apiClient }: {
+    apiClient: ApiClient;
+}, uuid: string) => Promise<void>;
+export declare const applyPortfolioTemplate: ({ apiClient }: {
+    apiClient: ApiClient;
+}, templateUuid: string, portfolioUuid: string) => Promise<ApplyTemplateResponse>;
+export declare const getActiveTemplates: ({ apiClient }: {
+    apiClient: ApiClient;
+}, riskLevel?: TemplateRiskLevel) => Promise<PaginatedPortfolioTemplates>;
+export declare const getTemplatesByRiskLevel: ({ apiClient }: {
+    apiClient: ApiClient;
+}, riskLevel: TemplateRiskLevel) => Promise<PaginatedPortfolioTemplates>;
+export declare const RISK_LEVELS: {
+    readonly CONSERVATIVE: "CONSERVATIVE";
+    readonly MODERATE: "MODERATE";
+    readonly BALANCED: "BALANCED";
+    readonly GROWTH: "GROWTH";
+    readonly AGGRESSIVE: "AGGRESSIVE";
+};
+export declare const RISK_LEVEL_LABELS: {
+    readonly CONSERVATIVE: "Conservative";
+    readonly MODERATE: "Moderate";
+    readonly BALANCED: "Balanced";
+    readonly GROWTH: "Growth";
+    readonly AGGRESSIVE: "Aggressive";
+};
+export declare const RISK_LEVEL_DESCRIPTIONS: {
+    readonly CONSERVATIVE: "Low risk, stable returns";
+    readonly MODERATE: "Moderate risk, steady growth";
+    readonly BALANCED: "Balanced risk and return";
+    readonly GROWTH: "Higher risk, growth focused";
+    readonly AGGRESSIVE: "Highest risk, maximum growth potential";
+};
+export declare const TEMPLATE_STATUS_LABELS: {
+    readonly ACTIVE: "Active";
+    readonly INACTIVE: "Inactive";
+    readonly ARCHIVED: "Archived";
+};
+export declare const getRiskLevelLabel: (riskLevel: TemplateRiskLevel) => string;
+export declare const getRiskLevelDescription: (riskLevel: TemplateRiskLevel) => string;
+export declare const validateAllocationPercentages: (allocations: TargetAssetAllocation[]) => boolean;
+//# sourceMappingURL=portfolio-templates.d.ts.map

package/dist/services/portfolio-templates.d.ts.map

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package/dist/services/portfolio-templates.js

@@ -0,0 +1,201 @@
+"use strict";
+/**
+ * Portfolio Template Services - Pure Functional Implementation
+ *
+ * Template-based portfolio creation and management operations as pure functions.
+ * No global state, no side effects - everything is explicit and testable.
+ */
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.validateAllocationPercentages = exports.getRiskLevelDescription = exports.getRiskLevelLabel = exports.TEMPLATE_STATUS_LABELS = exports.RISK_LEVEL_DESCRIPTIONS = exports.RISK_LEVEL_LABELS = exports.RISK_LEVELS = exports.getTemplatesByRiskLevel = exports.getActiveTemplates = exports.applyPortfolioTemplate = exports.deleteTemplateAllocation = exports.updateTemplateAllocation = exports.createTemplateAllocation = exports.getPortfolioTemplateAllocations = exports.deletePortfolioTemplate = exports.updatePortfolioTemplate = exports.createPortfolioTemplate = exports.getRecommendedPortfolioTemplate = exports.getPortfolioTemplate = exports.getPortfolioTemplates = void 0;
+// Portfolio template operations with explicit dependencies
+const getPortfolioTemplates = async ({ apiClient }, filters) => {
+    const params = {};
+    if (filters?.riskLevel)
+        params.risk_level = filters.riskLevel;
+    if (filters?.status)
+        params.status = filters.status;
+    if (filters?.isRecommended !== undefined)
+        params.is_recommended = String(filters.isRecommended);
+    if (filters?.ordering)
+        params.ordering = filters.ordering;
+    return apiClient.get('/api/portfolio-templates/', { params });
+};
+exports.getPortfolioTemplates = getPortfolioTemplates;
+const getPortfolioTemplate = async ({ apiClient }, uuid) => {
+    if (!uuid?.trim()) {
+        throw new Error('Portfolio template UUID is required');
+    }
+    return apiClient.get(`/api/portfolio-templates/${uuid}/`);
+};
+exports.getPortfolioTemplate = getPortfolioTemplate;
+const getRecommendedPortfolioTemplate = async ({ apiClient }) => {
+    return apiClient.get('/api/portfolio-templates/recommended/');
+};
+exports.getRecommendedPortfolioTemplate = getRecommendedPortfolioTemplate;
+const createPortfolioTemplate = async ({ apiClient }, data) => {
+    // Validation
+    if (!data.name?.trim()) {
+        throw new Error('Template name is required');
+    }
+    if (!data.description?.trim()) {
+        throw new Error('Template description is required');
+    }
+    if (!data.riskLevel) {
+        throw new Error('Risk level is required');
+    }
+    const payload = {
+        ...data,
+        minimumInvestment: String(data.minimumInvestment),
+        targetReturn: String(data.targetReturn),
+    };
+    return apiClient.post('/api/portfolio-templates/', payload);
+};
+exports.createPortfolioTemplate = createPortfolioTemplate;
+const updatePortfolioTemplate = async ({ apiClient }, uuid, data) => {
+    if (!uuid?.trim()) {
+        throw new Error('Portfolio template UUID is required');
+    }
+    const payload = { ...data };
+    if (data.minimumInvestment !== undefined) {
+        payload.minimumInvestment = String(data.minimumInvestment);
+    }
+    if (data.targetReturn !== undefined) {
+        payload.targetReturn = String(data.targetReturn);
+    }
+    return apiClient.patch(`/api/portfolio-templates/${uuid}/`, payload);
+};
+exports.updatePortfolioTemplate = updatePortfolioTemplate;
+const deletePortfolioTemplate = async ({ apiClient }, uuid) => {
+    if (!uuid?.trim()) {
+        throw new Error('Portfolio template UUID is required');
+    }
+    await apiClient.delete(`/api/portfolio-templates/${uuid}/`);
+};
+exports.deletePortfolioTemplate = deletePortfolioTemplate;
+// Template allocation operations
+const getPortfolioTemplateAllocations = async ({ apiClient }, templateUuid) => {
+    if (!templateUuid?.trim()) {
+        throw new Error('Template UUID is required');
+    }
+    return apiClient.get(`/api/portfolio-templates/${templateUuid}/allocations/`);
+};
+exports.getPortfolioTemplateAllocations = getPortfolioTemplateAllocations;
+const createTemplateAllocation = async ({ apiClient }, data) => {
+    // Validation
+    if (!data.template?.trim()) {
+        throw new Error('Template UUID is required');
+    }
+    if (!data.instrument?.trim()) {
+        throw new Error('Instrument UUID is required');
+    }
+    if (!data.targetPercentage) {
+        throw new Error('Target percentage is required');
+    }
+    const payload = {
+        ...data,
+        targetPercentage: String(data.targetPercentage),
+    };
+    if (data.minPercentage !== undefined) {
+        payload.minPercentage = String(data.minPercentage);
+    }
+    if (data.maxPercentage !== undefined) {
+        payload.maxPercentage = String(data.maxPercentage);
+    }
+    return apiClient.post('/api/template-allocations/', payload);
+};
+exports.createTemplateAllocation = createTemplateAllocation;
+const updateTemplateAllocation = async ({ apiClient }, uuid, data) => {
+    if (!uuid?.trim()) {
+        throw new Error('Allocation UUID is required');
+    }
+    const payload = { ...data };
+    if (data.targetPercentage !== undefined) {
+        payload.targetPercentage = String(data.targetPercentage);
+    }
+    if (data.minPercentage !== undefined) {
+        payload.minPercentage = String(data.minPercentage);
+    }
+    if (data.maxPercentage !== undefined) {
+        payload.maxPercentage = String(data.maxPercentage);
+    }
+    return apiClient.patch(`/api/template-allocations/${uuid}/`, payload);
+};
+exports.updateTemplateAllocation = updateTemplateAllocation;
+const deleteTemplateAllocation = async ({ apiClient }, uuid) => {
+    if (!uuid?.trim()) {
+        throw new Error('Allocation UUID is required');
+    }
+    await apiClient.delete(`/api/template-allocations/${uuid}/`);
+};
+exports.deleteTemplateAllocation = deleteTemplateAllocation;
+// Apply template to portfolio
+const applyPortfolioTemplate = async ({ apiClient }, templateUuid, portfolioUuid) => {
+    if (!templateUuid?.trim()) {
+        throw new Error('Template UUID is required');
+    }
+    if (!portfolioUuid?.trim()) {
+        throw new Error('Portfolio UUID is required');
+    }
+    return apiClient.post(`/api/portfolio-templates/${templateUuid}/apply/`, { portfolio: portfolioUuid });
+};
+exports.applyPortfolioTemplate = applyPortfolioTemplate;
+// Helper functions
+const getActiveTemplates = async ({ apiClient }, riskLevel) => {
+    return (0, exports.getPortfolioTemplates)({ apiClient }, {
+        status: 'ACTIVE',
+        riskLevel,
+        ordering: 'risk_level,name',
+    });
+};
+exports.getActiveTemplates = getActiveTemplates;
+const getTemplatesByRiskLevel = async ({ apiClient }, riskLevel) => {
+    return (0, exports.getPortfolioTemplates)({ apiClient }, {
+        riskLevel,
+        status: 'ACTIVE',
+        ordering: '-is_recommended,name',
+    });
+};
+exports.getTemplatesByRiskLevel = getTemplatesByRiskLevel;
+// Constants
+exports.RISK_LEVELS = {
+    CONSERVATIVE: 'CONSERVATIVE',
+    MODERATE: 'MODERATE',
+    BALANCED: 'BALANCED',
+    GROWTH: 'GROWTH',
+    AGGRESSIVE: 'AGGRESSIVE',
+};
+exports.RISK_LEVEL_LABELS = {
+    CONSERVATIVE: 'Conservative',
+    MODERATE: 'Moderate',
+    BALANCED: 'Balanced',
+    GROWTH: 'Growth',
+    AGGRESSIVE: 'Aggressive',
+};
+exports.RISK_LEVEL_DESCRIPTIONS = {
+    CONSERVATIVE: 'Low risk, stable returns',
+    MODERATE: 'Moderate risk, steady growth',
+    BALANCED: 'Balanced risk and return',
+    GROWTH: 'Higher risk, growth focused',
+    AGGRESSIVE: 'Highest risk, maximum growth potential',
+};
+exports.TEMPLATE_STATUS_LABELS = {
+    ACTIVE: 'Active',
+    INACTIVE: 'Inactive',
+    ARCHIVED: 'Archived',
+};
+// Utility functions
+const getRiskLevelLabel = (riskLevel) => {
+    return exports.RISK_LEVEL_LABELS[riskLevel] || riskLevel;
+};
+exports.getRiskLevelLabel = getRiskLevelLabel;
+const getRiskLevelDescription = (riskLevel) => {
+    return exports.RISK_LEVEL_DESCRIPTIONS[riskLevel] || '';
+};
+exports.getRiskLevelDescription = getRiskLevelDescription;
+const validateAllocationPercentages = (allocations) => {
+    const total = allocations.reduce((sum, allocation) => {
+        return sum + parseFloat(allocation.targetPercentage);
+    }, 0);
+    return Math.abs(total - 100) < 0.01; // Allow for small floating point errors
+};
+exports.validateAllocationPercentages = validateAllocationPercentages;