@cranberry-money/shared-services 1.12.1 → 3.0.0

package/dist/services/cash-accounts.js

@@ -0,0 +1,222 @@
+"use strict";
+/**
+ * Cash Accounts Services - Pure Functional Implementation
+ *
+ * Cash account and transaction operations as pure functions with explicit dependencies.
+ * No global state, no side effects - everything is explicit and testable.
+ */
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.calculateCashAccountTotal = exports.isCreditTransaction = exports.isDebitTransaction = exports.getTransactionStatusColor = exports.getTransactionStatusLabel = exports.getTransactionTypeLabel = exports.formatTransactionAmount = exports.getTransactionsByDateRange = exports.getRecentTransactions = exports.getPendingTransactions = exports.getCashAccountsByCurrency = exports.getCashAccountBalance = exports.getCashAccountTransactions = exports.createCashTransaction = exports.getCashTransaction = exports.getCashTransactions = exports.getAccountCashAccounts = exports.getCashAccount = exports.getCashAccounts = void 0;
+// Cash account operations with explicit dependencies
+const getCashAccounts = async ({ apiClient }, params) => {
+    const queryParams = {};
+    if (params?.account) {
+        queryParams.account = params.account;
+    }
+    if (params?.currency) {
+        queryParams.currency = params.currency;
+    }
+    if (params?.minBalance !== undefined) {
+        queryParams.min_balance = String(params.minBalance);
+    }
+    if (params?.maxBalance !== undefined) {
+        queryParams.max_balance = String(params.maxBalance);
+    }
+    if (params?.ordering) {
+        queryParams.ordering = params.ordering;
+    }
+    return apiClient.get('/api/cash-accounts/', {
+        params: queryParams,
+    });
+};
+exports.getCashAccounts = getCashAccounts;
+const getCashAccount = async ({ apiClient }, uuid) => {
+    if (!uuid?.trim()) {
+        throw new Error('Cash account UUID is required');
+    }
+    return apiClient.get(`/api/cash-accounts/${uuid}/`);
+};
+exports.getCashAccount = getCashAccount;
+const getAccountCashAccounts = async ({ apiClient }, accountUuid) => {
+    if (!accountUuid?.trim()) {
+        throw new Error('Account UUID is required');
+    }
+    return (0, exports.getCashAccounts)({ apiClient }, { account: accountUuid });
+};
+exports.getAccountCashAccounts = getAccountCashAccounts;
+// Cash transaction operations
+const getCashTransactions = async ({ apiClient }, filters) => {
+    const params = {};
+    if (filters?.cashAccount)
+        params.cash_account = filters.cashAccount;
+    if (filters?.type)
+        params.type = filters.type;
+    if (filters?.status)
+        params.status = filters.status;
+    if (filters?.fromDate)
+        params.from_date = filters.fromDate;
+    if (filters?.toDate)
+        params.to_date = filters.toDate;
+    if (filters?.minAmount !== undefined)
+        params.min_amount = String(filters.minAmount);
+    if (filters?.maxAmount !== undefined)
+        params.max_amount = String(filters.maxAmount);
+    if (filters?.ordering)
+        params.ordering = filters.ordering;
+    return apiClient.get('/api/cash-transactions/', { params });
+};
+exports.getCashTransactions = getCashTransactions;
+const getCashTransaction = async ({ apiClient }, uuid) => {
+    if (!uuid?.trim()) {
+        throw new Error('Cash transaction UUID is required');
+    }
+    return apiClient.get(`/api/cash-transactions/${uuid}/`);
+};
+exports.getCashTransaction = getCashTransaction;
+const createCashTransaction = async ({ apiClient }, data) => {
+    if (!data.cashAccount?.trim()) {
+        throw new Error('Cash account UUID is required');
+    }
+    if (!data.type) {
+        throw new Error('Transaction type is required');
+    }
+    if (!data.amount) {
+        throw new Error('Transaction amount is required');
+    }
+    // Ensure amount is a string for API consistency
+    const payload = {
+        ...data,
+        amount: String(data.amount),
+    };
+    return apiClient.post('/api/cash-transactions/', payload);
+};
+exports.createCashTransaction = createCashTransaction;
+const getCashAccountTransactions = async ({ apiClient }, cashAccountUuid, filters) => {
+    if (!cashAccountUuid?.trim()) {
+        throw new Error('Cash account UUID is required');
+    }
+    return (0, exports.getCashTransactions)({ apiClient }, {
+        ...filters,
+        cashAccount: cashAccountUuid,
+    });
+};
+exports.getCashAccountTransactions = getCashAccountTransactions;
+// Helper functions for common operations
+const getCashAccountBalance = async ({ apiClient }, cashAccountUuid) => {
+    const cashAccount = await (0, exports.getCashAccount)({ apiClient }, cashAccountUuid);
+    return cashAccount.balance;
+};
+exports.getCashAccountBalance = getCashAccountBalance;
+const getCashAccountsByCurrency = async ({ apiClient }, currency, accountUuid) => {
+    return (0, exports.getCashAccounts)({ apiClient }, {
+        currency,
+        account: accountUuid,
+    });
+};
+exports.getCashAccountsByCurrency = getCashAccountsByCurrency;
+const getPendingTransactions = async ({ apiClient }, cashAccountUuid) => {
+    return (0, exports.getCashTransactions)({ apiClient }, {
+        cashAccount: cashAccountUuid,
+        status: 'PENDING',
+        ordering: '-created_at',
+    });
+};
+exports.getPendingTransactions = getPendingTransactions;
+const getRecentTransactions = async ({ apiClient }, cashAccountUuid, days = 30) => {
+    if (!cashAccountUuid?.trim()) {
+        throw new Error('Cash account UUID is required');
+    }
+    const fromDate = new Date();
+    fromDate.setDate(fromDate.getDate() - days);
+    return (0, exports.getCashTransactions)({ apiClient }, {
+        cashAccount: cashAccountUuid,
+        fromDate: fromDate.toISOString().split('T')[0],
+        ordering: '-transaction_date',
+    });
+};
+exports.getRecentTransactions = getRecentTransactions;
+const getTransactionsByDateRange = async ({ apiClient }, cashAccountUuid, fromDate, toDate) => {
+    if (!cashAccountUuid?.trim()) {
+        throw new Error('Cash account UUID is required');
+    }
+    if (!fromDate?.trim()) {
+        throw new Error('From date is required');
+    }
+    if (!toDate?.trim()) {
+        throw new Error('To date is required');
+    }
+    return (0, exports.getCashTransactions)({ apiClient }, {
+        cashAccount: cashAccountUuid,
+        fromDate,
+        toDate,
+        ordering: '-transaction_date',
+    });
+};
+exports.getTransactionsByDateRange = getTransactionsByDateRange;
+// Utility functions
+const formatTransactionAmount = (amount, currency) => {
+    const numValue = typeof amount === 'string' ? parseFloat(amount) : amount;
+    const currencyCode = currency || 'AUD';
+    return new Intl.NumberFormat('en-AU', {
+        style: 'currency',
+        currency: currencyCode,
+    }).format(numValue);
+};
+exports.formatTransactionAmount = formatTransactionAmount;
+const getTransactionTypeLabel = (type) => {
+    const labels = {
+        DEPOSIT: 'Deposit',
+        WITHDRAWAL: 'Withdrawal',
+        DIVIDEND: 'Dividend',
+        INTEREST: 'Interest',
+        FEE: 'Fee',
+        TAX: 'Tax',
+        TRADE_SETTLEMENT: 'Trade Settlement',
+        TRANSFER_IN: 'Transfer In',
+        TRANSFER_OUT: 'Transfer Out',
+        OTHER: 'Other',
+    };
+    return labels[type] || type;
+};
+exports.getTransactionTypeLabel = getTransactionTypeLabel;
+const getTransactionStatusLabel = (status) => {
+    const labels = {
+        PENDING: 'Pending',
+        COMPLETED: 'Completed',
+        FAILED: 'Failed',
+        CANCELLED: 'Cancelled',
+    };
+    return labels[status] || status;
+};
+exports.getTransactionStatusLabel = getTransactionStatusLabel;
+const getTransactionStatusColor = (status) => {
+    const colors = {
+        PENDING: 'text-warning-600',
+        COMPLETED: 'text-success-600',
+        FAILED: 'text-error-600',
+        CANCELLED: 'text-content-muted',
+    };
+    return colors[status] || 'text-content-muted';
+};
+exports.getTransactionStatusColor = getTransactionStatusColor;
+const isDebitTransaction = (type) => {
+    return ['WITHDRAWAL', 'FEE', 'TAX', 'TRANSFER_OUT'].includes(type);
+};
+exports.isDebitTransaction = isDebitTransaction;
+const isCreditTransaction = (type) => {
+    return ['DEPOSIT', 'DIVIDEND', 'INTEREST', 'TRANSFER_IN'].includes(type);
+};
+exports.isCreditTransaction = isCreditTransaction;
+const calculateCashAccountTotal = (cashAccounts) => {
+    const totals = {};
+    cashAccounts.forEach(account => {
+        const currency = account.currency;
+        const balance = parseFloat(account.balance);
+        if (!totals[currency]) {
+            totals[currency] = 0;
+        }
+        totals[currency] += balance;
+    });
+    return totals;
+};
+exports.calculateCashAccountTotal = calculateCashAccountTotal;

package/dist/services/documents.d.ts

@@ -0,0 +1,143 @@
+/**
+ * Document Services - Pure Functional Implementation
+ *
+ * Document generation, signing, and management operations as pure functions.
+ * Handles MDA, SOA, and Agreement documents for compliance.
+ * No global state, no side effects - everything is explicit and testable.
+ */
+import type { ApiClient } from '../api/functional-client';
+export type DocumentType = 'MDA' | 'SOA' | 'AGREEMENT';
+export type DocumentStatus = 'DRAFT' | 'GENERATED' | 'SIGNED' | 'EXPIRED';
+export interface Document {
+    readonly uuid: string;
+    readonly documentType: DocumentType;
+    readonly status: DocumentStatus;
+    readonly generatedAt: string;
+    readonly signedAt?: string;
+    readonly expiresAt?: string;
+    readonly documentUrl?: string;
+    readonly metadata?: Record<string, any>;
+}
+export interface GenerateDocumentResponse {
+    readonly uuid: string;
+    readonly documentType: DocumentType;
+    readonly status: string;
+    readonly message: string;
+    readonly generatedAt: string;
+    readonly documentUrl?: string;
+}
+export interface SignDocumentResponse {
+    readonly uuid: string;
+    readonly documentType: DocumentType;
+    readonly status: string;
+    readonly signedAt: string;
+    readonly signedBy: string;
+    readonly message: string;
+}
+export interface DocumentFilters {
+    readonly documentType?: DocumentType;
+    readonly status?: DocumentStatus;
+    readonly fromDate?: string;
+    readonly toDate?: string;
+    readonly ordering?: string;
+}
+export interface PaginatedDocuments {
+    readonly results: Document[];
+    readonly count: number;
+    readonly next: string | null;
+    readonly previous: string | null;
+}
+export declare const generateMDADocument: ({ apiClient }: {
+    apiClient: ApiClient;
+}) => Promise<GenerateDocumentResponse>;
+export declare const generateSOADocument: ({ apiClient }: {
+    apiClient: ApiClient;
+}) => Promise<GenerateDocumentResponse>;
+export declare const generateAgreementDocument: ({ apiClient }: {
+    apiClient: ApiClient;
+}) => Promise<GenerateDocumentResponse>;
+export declare const generateDocument: ({ apiClient }: {
+    apiClient: ApiClient;
+}, documentType: DocumentType) => Promise<GenerateDocumentResponse>;
+export declare const downloadMDADocument: ({ apiClient }: {
+    apiClient: ApiClient;
+}, documentUuid: string) => Promise<Blob>;
+export declare const downloadSOADocument: ({ apiClient }: {
+    apiClient: ApiClient;
+}, documentUuid: string) => Promise<Blob>;
+export declare const downloadAgreementDocument: ({ apiClient }: {
+    apiClient: ApiClient;
+}, documentUuid: string) => Promise<Blob>;
+export declare const downloadDocument: ({ apiClient }: {
+    apiClient: ApiClient;
+}, documentType: DocumentType, documentUuid: string) => Promise<Blob>;
+export declare const signMDADocument: ({ apiClient }: {
+    apiClient: ApiClient;
+}, documentUuid: string) => Promise<SignDocumentResponse>;
+export declare const signSOADocument: ({ apiClient }: {
+    apiClient: ApiClient;
+}, documentUuid: string) => Promise<SignDocumentResponse>;
+export declare const signAgreementDocument: ({ apiClient }: {
+    apiClient: ApiClient;
+}, documentUuid: string) => Promise<SignDocumentResponse>;
+export declare const signDocument: ({ apiClient }: {
+    apiClient: ApiClient;
+}, documentType: DocumentType, documentUuid: string) => Promise<SignDocumentResponse>;
+export declare const getMDADocuments: ({ apiClient }: {
+    apiClient: ApiClient;
+}, filters?: Omit<DocumentFilters, "documentType">) => Promise<PaginatedDocuments>;
+export declare const getMDADocument: ({ apiClient }: {
+    apiClient: ApiClient;
+}, uuid: string) => Promise<Document>;
+export declare const getSOADocuments: ({ apiClient }: {
+    apiClient: ApiClient;
+}, filters?: Omit<DocumentFilters, "documentType">) => Promise<PaginatedDocuments>;
+export declare const getSOADocument: ({ apiClient }: {
+    apiClient: ApiClient;
+}, uuid: string) => Promise<Document>;
+export declare const getAgreementDocuments: ({ apiClient }: {
+    apiClient: ApiClient;
+}, filters?: Omit<DocumentFilters, "documentType">) => Promise<PaginatedDocuments>;
+export declare const getAgreementDocument: ({ apiClient }: {
+    apiClient: ApiClient;
+}, uuid: string) => Promise<Document>;
+export declare const getDocuments: ({ apiClient }: {
+    apiClient: ApiClient;
+}, filters?: DocumentFilters) => Promise<PaginatedDocuments>;
+export declare const getDocument: ({ apiClient }: {
+    apiClient: ApiClient;
+}, uuid: string) => Promise<Document>;
+export declare const getSignedDocuments: ({ apiClient }: {
+    apiClient: ApiClient;
+}, documentType?: DocumentType) => Promise<PaginatedDocuments>;
+export declare const getPendingDocuments: ({ apiClient }: {
+    apiClient: ApiClient;
+}, documentType?: DocumentType) => Promise<PaginatedDocuments>;
+export declare const getExpiredDocuments: ({ apiClient }: {
+    apiClient: ApiClient;
+}, documentType?: DocumentType) => Promise<PaginatedDocuments>;
+export declare const DOCUMENT_TYPES: {
+    readonly MDA: "MDA";
+    readonly SOA: "SOA";
+    readonly AGREEMENT: "AGREEMENT";
+};
+export declare const DOCUMENT_TYPE_LABELS: {
+    readonly MDA: "Managed Discretionary Account";
+    readonly SOA: "Statement of Advice";
+    readonly AGREEMENT: "Client Agreement";
+};
+export declare const DOCUMENT_STATUS_LABELS: {
+    readonly DRAFT: "Draft";
+    readonly GENERATED: "Generated";
+    readonly SIGNED: "Signed";
+    readonly EXPIRED: "Expired";
+};
+export declare const getUnsignedDocuments: ({ apiClient }: {
+    apiClient: ApiClient;
+}, userProfileUuid?: string) => Promise<PaginatedDocuments>;
+export declare const getDocumentTypeLabel: (documentType: DocumentType) => string;
+export declare const getDocumentStatusLabel: (status: DocumentStatus) => string;
+export declare const isDocumentSigned: (document: Document) => boolean;
+export declare const isDocumentExpired: (document: Document) => boolean;
+export declare const canSignDocument: (document: Document) => boolean;
+//# sourceMappingURL=documents.d.ts.map

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

@@ -0,0 +1 @@
+{"version":3,"file":"documents.d.ts","sourceRoot":"","sources":["../../src/services/documents.ts"],"names":[],"mappings":"AAAA;;;;;;GAMG;AAEH,OAAO,KAAK,EAAE,SAAS,EAAE,MAAM,0BAA0B,CAAC;AAG1D,MAAM,MAAM,YAAY,GAAG,KAAK,GAAG,KAAK,GAAG,WAAW,CAAC;AACvD,MAAM,MAAM,cAAc,GAAG,OAAO,GAAG,WAAW,GAAG,QAAQ,GAAG,SAAS,CAAC;AAE1E,MAAM,WAAW,QAAQ;IACvB,QAAQ,CAAC,IAAI,EAAE,MAAM,CAAC;IACtB,QAAQ,CAAC,YAAY,EAAE,YAAY,CAAC;IACpC,QAAQ,CAAC,MAAM,EAAE,cAAc,CAAC;IAChC,QAAQ,CAAC,WAAW,EAAE,MAAM,CAAC;IAC7B,QAAQ,CAAC,QAAQ,CAAC,EAAE,MAAM,CAAC;IAC3B,QAAQ,CAAC,SAAS,CAAC,EAAE,MAAM,CAAC;IAC5B,QAAQ,CAAC,WAAW,CAAC,EAAE,MAAM,CAAC;IAC9B,QAAQ,CAAC,QAAQ,CAAC,EAAE,MAAM,CAAC,MAAM,EAAE,GAAG,CAAC,CAAC;CACzC;AAED,MAAM,WAAW,wBAAwB;IACvC,QAAQ,CAAC,IAAI,EAAE,MAAM,CAAC;IACtB,QAAQ,CAAC,YAAY,EAAE,YAAY,CAAC;IACpC,QAAQ,CAAC,MAAM,EAAE,MAAM,CAAC;IACxB,QAAQ,CAAC,OAAO,EAAE,MAAM,CAAC;IACzB,QAAQ,CAAC,WAAW,EAAE,MAAM,CAAC;IAC7B,QAAQ,CAAC,WAAW,CAAC,EAAE,MAAM,CAAC;CAC/B;AAED,MAAM,WAAW,oBAAoB;IACnC,QAAQ,CAAC,IAAI,EAAE,MAAM,CAAC;IACtB,QAAQ,CAAC,YAAY,EAAE,YAAY,CAAC;IACpC,QAAQ,CAAC,MAAM,EAAE,MAAM,CAAC;IACxB,QAAQ,CAAC,QAAQ,EAAE,MAAM,CAAC;IAC1B,QAAQ,CAAC,QAAQ,EAAE,MAAM,CAAC;IAC1B,QAAQ,CAAC,OAAO,EAAE,MAAM,CAAC;CAC1B;AAED,MAAM,WAAW,eAAe;IAC9B,QAAQ,CAAC,YAAY,CAAC,EAAE,YAAY,CAAC;IACrC,QAAQ,CAAC,MAAM,CAAC,EAAE,cAAc,CAAC;IACjC,QAAQ,CAAC,QAAQ,CAAC,EAAE,MAAM,CAAC;IAC3B,QAAQ,CAAC,MAAM,CAAC,EAAE,MAAM,CAAC;IACzB,QAAQ,CAAC,QAAQ,CAAC,EAAE,MAAM,CAAC;CAC5B;AAED,MAAM,WAAW,kBAAkB;IACjC,QAAQ,CAAC,OAAO,EAAE,QAAQ,EAAE,CAAC;IAC7B,QAAQ,CAAC,KAAK,EAAE,MAAM,CAAC;IACvB,QAAQ,CAAC,IAAI,EAAE,MAAM,GAAG,IAAI,CAAC;IAC7B,QAAQ,CAAC,QAAQ,EAAE,MAAM,GAAG,IAAI,CAAC;CAClC;AAKD,eAAO,MAAM,mBAAmB,GAC9B,eAAe;IAAE,SAAS,EAAE,SAAS,CAAA;CAAE,KACtC,OAAO,CAAC,wBAAwB,CAElC,CAAC;AAEF,eAAO,MAAM,mBAAmB,GAC9B,eAAe;IAAE,SAAS,EAAE,SAAS,CAAA;CAAE,KACtC,OAAO,CAAC,wBAAwB,CAElC,CAAC;AAEF,eAAO,MAAM,yBAAyB,GACpC,eAAe;IAAE,SAAS,EAAE,SAAS,CAAA;CAAE,KACtC,OAAO,CAAC,wBAAwB,CAElC,CAAC;AAEF,eAAO,MAAM,gBAAgB,GAC3B,eAAe;IAAE,SAAS,EAAE,SAAS,CAAA;CAAE,EACvC,cAAc,YAAY,KACzB,OAAO,CAAC,wBAAwB,CAWlC,CAAC;AAGF,eAAO,MAAM,mBAAmB,GAC9B,eAAe;IAAE,SAAS,EAAE,SAAS,CAAA;CAAE,EACvC,cAAc,MAAM,KACnB,OAAO,CAAC,IAAI,CAWd,CAAC;AAEF,eAAO,MAAM,mBAAmB,GAC9B,eAAe;IAAE,SAAS,EAAE,SAAS,CAAA;CAAE,EACvC,cAAc,MAAM,KACnB,OAAO,CAAC,IAAI,CAWd,CAAC;AAEF,eAAO,MAAM,yBAAyB,GACpC,eAAe;IAAE,SAAS,EAAE,SAAS,CAAA;CAAE,EACvC,cAAc,MAAM,KACnB,OAAO,CAAC,IAAI,CAWd,CAAC;AAEF,eAAO,MAAM,gBAAgB,GAC3B,eAAe;IAAE,SAAS,EAAE,SAAS,CAAA;CAAE,EACvC,cAAc,YAAY,EAC1B,cAAc,MAAM,KACnB,OAAO,CAAC,IAAI,CAWd,CAAC;AAGF,eAAO,MAAM,eAAe,GAC1B,eAAe;IAAE,SAAS,EAAE,SAAS,CAAA;CAAE,EACvC,cAAc,MAAM,KACnB,OAAO,CAAC,oBAAoB,CAM9B,CAAC;AAEF,eAAO,MAAM,eAAe,GAC1B,eAAe;IAAE,SAAS,EAAE,SAAS,CAAA;CAAE,EACvC,cAAc,MAAM,KACnB,OAAO,CAAC,oBAAoB,CAM9B,CAAC;AAEF,eAAO,MAAM,qBAAqB,GAChC,eAAe;IAAE,SAAS,EAAE,SAAS,CAAA;CAAE,EACvC,cAAc,MAAM,KACnB,OAAO,CAAC,oBAAoB,CAM9B,CAAC;AAEF,eAAO,MAAM,YAAY,GACvB,eAAe;IAAE,SAAS,EAAE,SAAS,CAAA;CAAE,EACvC,cAAc,YAAY,EAC1B,cAAc,MAAM,KACnB,OAAO,CAAC,oBAAoB,CAW9B,CAAC;AAGF,eAAO,MAAM,eAAe,GAC1B,eAAe;IAAE,SAAS,EAAE,SAAS,CAAA;CAAE,EACvC,UAAU,IAAI,CAAC,eAAe,EAAE,cAAc,CAAC,KAC9C,OAAO,CAAC,kBAAkB,CAE5B,CAAC;AAEF,eAAO,MAAM,cAAc,GACzB,eAAe;IAAE,SAAS,EAAE,SAAS,CAAA;CAAE,EACvC,MAAM,MAAM,KACX,OAAO,CAAC,QAAQ,CAKlB,CAAC;AAEF,eAAO,MAAM,eAAe,GAC1B,eAAe;IAAE,SAAS,EAAE,SAAS,CAAA;CAAE,EACvC,UAAU,IAAI,CAAC,eAAe,EAAE,cAAc,CAAC,KAC9C,OAAO,CAAC,kBAAkB,CAE5B,CAAC;AAEF,eAAO,MAAM,cAAc,GACzB,eAAe;IAAE,SAAS,EAAE,SAAS,CAAA;CAAE,EACvC,MAAM,MAAM,KACX,OAAO,CAAC,QAAQ,CAKlB,CAAC;AAEF,eAAO,MAAM,qBAAqB,GAChC,eAAe;IAAE,SAAS,EAAE,SAAS,CAAA;CAAE,EACvC,UAAU,IAAI,CAAC,eAAe,EAAE,cAAc,CAAC,KAC9C,OAAO,CAAC,kBAAkB,CAE5B,CAAC;AAEF,eAAO,MAAM,oBAAoB,GAC/B,eAAe;IAAE,SAAS,EAAE,SAAS,CAAA;CAAE,EACvC,MAAM,MAAM,KACX,OAAO,CAAC,QAAQ,CAKlB,CAAC;AAGF,eAAO,MAAM,YAAY,GACvB,eAAe;IAAE,SAAS,EAAE,SAAS,CAAA;CAAE,EACvC,UAAU,eAAe,KACxB,OAAO,CAAC,kBAAkB,CAU5B,CAAC;AAEF,eAAO,MAAM,WAAW,GACtB,eAAe;IAAE,SAAS,EAAE,SAAS,CAAA;CAAE,EACvC,MAAM,MAAM,KACX,OAAO,CAAC,QAAQ,CAMlB,CAAC;AAGF,eAAO,MAAM,kBAAkB,GAC7B,eAAe;IAAE,SAAS,EAAE,SAAS,CAAA;CAAE,EACvC,eAAe,YAAY,KAC1B,OAAO,CAAC,kBAAkB,CAM5B,CAAC;AAEF,eAAO,MAAM,mBAAmB,GAC9B,eAAe;IAAE,SAAS,EAAE,SAAS,CAAA;CAAE,EACvC,eAAe,YAAY,KAC1B,OAAO,CAAC,kBAAkB,CAM5B,CAAC;AAEF,eAAO,MAAM,mBAAmB,GAC9B,eAAe;IAAE,SAAS,EAAE,SAAS,CAAA;CAAE,EACvC,eAAe,YAAY,KAC1B,OAAO,CAAC,kBAAkB,CAM5B,CAAC;AAGF,eAAO,MAAM,cAAc;;;;CAIjB,CAAC;AAEX,eAAO,MAAM,oBAAoB;;;;CAIvB,CAAC;AAEX,eAAO,MAAM,sBAAsB;;;;;CAKzB,CAAC;AAEX,eAAO,MAAM,oBAAoB,GAC/B,eAAe;IAAE,SAAS,EAAE,SAAS,CAAA;CAAE,EACvC,kBAAkB,MAAM,KACvB,OAAO,CAAC,kBAAkB,CAI5B,CAAC;AAGF,eAAO,MAAM,oBAAoB,GAAI,cAAc,YAAY,KAAG,MAEjE,CAAC;AAEF,eAAO,MAAM,sBAAsB,GAAI,QAAQ,cAAc,KAAG,MAE/D,CAAC;AAEF,eAAO,MAAM,gBAAgB,GAAI,UAAU,QAAQ,KAAG,OAErD,CAAC;AAEF,eAAO,MAAM,iBAAiB,GAAI,UAAU,QAAQ,KAAG,OAItD,CAAC;AAEF,eAAO,MAAM,eAAe,GAAI,UAAU,QAAQ,KAAG,OAEpD,CAAC"}

package/dist/services/documents.js

@@ -0,0 +1,253 @@
+"use strict";
+/**
+ * Document Services - Pure Functional Implementation
+ *
+ * Document generation, signing, and management operations as pure functions.
+ * Handles MDA, SOA, and Agreement documents for compliance.
+ * No global state, no side effects - everything is explicit and testable.
+ */
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.canSignDocument = exports.isDocumentExpired = exports.isDocumentSigned = exports.getDocumentStatusLabel = exports.getDocumentTypeLabel = exports.getUnsignedDocuments = exports.DOCUMENT_STATUS_LABELS = exports.DOCUMENT_TYPE_LABELS = exports.DOCUMENT_TYPES = exports.getExpiredDocuments = exports.getPendingDocuments = exports.getSignedDocuments = exports.getDocument = exports.getDocuments = exports.getAgreementDocument = exports.getAgreementDocuments = exports.getSOADocument = exports.getSOADocuments = exports.getMDADocument = exports.getMDADocuments = exports.signDocument = exports.signAgreementDocument = exports.signSOADocument = exports.signMDADocument = exports.downloadDocument = exports.downloadAgreementDocument = exports.downloadSOADocument = exports.downloadMDADocument = exports.generateDocument = exports.generateAgreementDocument = exports.generateSOADocument = exports.generateMDADocument = void 0;
+// Document operations with explicit dependencies
+// Generate documents
+const generateMDADocument = async ({ apiClient }) => {
+    return apiClient.post('/api/documents/mda/', {});
+};
+exports.generateMDADocument = generateMDADocument;
+const generateSOADocument = async ({ apiClient }) => {
+    return apiClient.post('/api/documents/soa/', {});
+};
+exports.generateSOADocument = generateSOADocument;
+const generateAgreementDocument = async ({ apiClient }) => {
+    return apiClient.post('/api/documents/agreement/', {});
+};
+exports.generateAgreementDocument = generateAgreementDocument;
+const generateDocument = async ({ apiClient }, documentType) => {
+    switch (documentType) {
+        case 'MDA':
+            return (0, exports.generateMDADocument)({ apiClient });
+        case 'SOA':
+            return (0, exports.generateSOADocument)({ apiClient });
+        case 'AGREEMENT':
+            return (0, exports.generateAgreementDocument)({ apiClient });
+        default:
+            throw new Error(`Unsupported document type: ${documentType}`);
+    }
+};
+exports.generateDocument = generateDocument;
+// Download documents
+const downloadMDADocument = async ({ apiClient }, documentUuid) => {
+    if (!documentUuid?.trim()) {
+        throw new Error('Document UUID is required');
+    }
+    // Note: The API client should handle blob responses based on the endpoint
+    return apiClient.get(`/api/documents/mda/${documentUuid}/`, {
+        headers: {
+            Accept: '*/*',
+        },
+    });
+};
+exports.downloadMDADocument = downloadMDADocument;
+const downloadSOADocument = async ({ apiClient }, documentUuid) => {
+    if (!documentUuid?.trim()) {
+        throw new Error('Document UUID is required');
+    }
+    // Note: The API client should handle blob responses based on the endpoint
+    return apiClient.get(`/api/documents/soa/${documentUuid}/`, {
+        headers: {
+            Accept: '*/*',
+        },
+    });
+};
+exports.downloadSOADocument = downloadSOADocument;
+const downloadAgreementDocument = async ({ apiClient }, documentUuid) => {
+    if (!documentUuid?.trim()) {
+        throw new Error('Document UUID is required');
+    }
+    // Note: The API client should handle blob responses based on the endpoint
+    return apiClient.get(`/api/documents/agreement/${documentUuid}/`, {
+        headers: {
+            Accept: '*/*',
+        },
+    });
+};
+exports.downloadAgreementDocument = downloadAgreementDocument;
+const downloadDocument = async ({ apiClient }, documentType, documentUuid) => {
+    switch (documentType) {
+        case 'MDA':
+            return (0, exports.downloadMDADocument)({ apiClient }, documentUuid);
+        case 'SOA':
+            return (0, exports.downloadSOADocument)({ apiClient }, documentUuid);
+        case 'AGREEMENT':
+            return (0, exports.downloadAgreementDocument)({ apiClient }, documentUuid);
+        default:
+            throw new Error(`Unsupported document type: ${documentType}`);
+    }
+};
+exports.downloadDocument = downloadDocument;
+// Sign documents
+const signMDADocument = async ({ apiClient }, documentUuid) => {
+    if (!documentUuid?.trim()) {
+        throw new Error('Document UUID is required');
+    }
+    return apiClient.patch(`/api/documents/mda/${documentUuid}/`, {});
+};
+exports.signMDADocument = signMDADocument;
+const signSOADocument = async ({ apiClient }, documentUuid) => {
+    if (!documentUuid?.trim()) {
+        throw new Error('Document UUID is required');
+    }
+    return apiClient.patch(`/api/documents/soa/${documentUuid}/`, {});
+};
+exports.signSOADocument = signSOADocument;
+const signAgreementDocument = async ({ apiClient }, documentUuid) => {
+    if (!documentUuid?.trim()) {
+        throw new Error('Document UUID is required');
+    }
+    return apiClient.patch(`/api/documents/agreement/${documentUuid}/`, {});
+};
+exports.signAgreementDocument = signAgreementDocument;
+const signDocument = async ({ apiClient }, documentType, documentUuid) => {
+    switch (documentType) {
+        case 'MDA':
+            return (0, exports.signMDADocument)({ apiClient }, documentUuid);
+        case 'SOA':
+            return (0, exports.signSOADocument)({ apiClient }, documentUuid);
+        case 'AGREEMENT':
+            return (0, exports.signAgreementDocument)({ apiClient }, documentUuid);
+        default:
+            throw new Error(`Unsupported document type: ${documentType}`);
+    }
+};
+exports.signDocument = signDocument;
+// Get specific document types
+const getMDADocuments = async ({ apiClient }, filters) => {
+    return (0, exports.getDocuments)({ apiClient }, { ...filters, documentType: 'MDA' });
+};
+exports.getMDADocuments = getMDADocuments;
+const getMDADocument = async ({ apiClient }, uuid) => {
+    if (!uuid?.trim()) {
+        throw new Error('Document UUID is required');
+    }
+    return apiClient.get(`/api/documents/mda/${uuid}/`);
+};
+exports.getMDADocument = getMDADocument;
+const getSOADocuments = async ({ apiClient }, filters) => {
+    return (0, exports.getDocuments)({ apiClient }, { ...filters, documentType: 'SOA' });
+};
+exports.getSOADocuments = getSOADocuments;
+const getSOADocument = async ({ apiClient }, uuid) => {
+    if (!uuid?.trim()) {
+        throw new Error('Document UUID is required');
+    }
+    return apiClient.get(`/api/documents/soa/${uuid}/`);
+};
+exports.getSOADocument = getSOADocument;
+const getAgreementDocuments = async ({ apiClient }, filters) => {
+    return (0, exports.getDocuments)({ apiClient }, { ...filters, documentType: 'AGREEMENT' });
+};
+exports.getAgreementDocuments = getAgreementDocuments;
+const getAgreementDocument = async ({ apiClient }, uuid) => {
+    if (!uuid?.trim()) {
+        throw new Error('Document UUID is required');
+    }
+    return apiClient.get(`/api/documents/agreement/${uuid}/`);
+};
+exports.getAgreementDocument = getAgreementDocument;
+// List and search documents
+const getDocuments = async ({ apiClient }, filters) => {
+    const params = {};
+    if (filters?.documentType)
+        params.document_type = filters.documentType;
+    if (filters?.status)
+        params.status = filters.status;
+    if (filters?.fromDate)
+        params.from_date = filters.fromDate;
+    if (filters?.toDate)
+        params.to_date = filters.toDate;
+    if (filters?.ordering)
+        params.ordering = filters.ordering;
+    return apiClient.get('/api/documents/', { params });
+};
+exports.getDocuments = getDocuments;
+const getDocument = async ({ apiClient }, uuid) => {
+    if (!uuid?.trim()) {
+        throw new Error('Document UUID is required');
+    }
+    return apiClient.get(`/api/documents/${uuid}/`);
+};
+exports.getDocument = getDocument;
+// Helper functions
+const getSignedDocuments = async ({ apiClient }, documentType) => {
+    return (0, exports.getDocuments)({ apiClient }, {
+        documentType,
+        status: 'SIGNED',
+        ordering: '-signed_at',
+    });
+};
+exports.getSignedDocuments = getSignedDocuments;
+const getPendingDocuments = async ({ apiClient }, documentType) => {
+    return (0, exports.getDocuments)({ apiClient }, {
+        documentType,
+        status: 'GENERATED',
+        ordering: '-generated_at',
+    });
+};
+exports.getPendingDocuments = getPendingDocuments;
+const getExpiredDocuments = async ({ apiClient }, documentType) => {
+    return (0, exports.getDocuments)({ apiClient }, {
+        documentType,
+        status: 'EXPIRED',
+        ordering: '-expires_at',
+    });
+};
+exports.getExpiredDocuments = getExpiredDocuments;
+// Document type constants
+exports.DOCUMENT_TYPES = {
+    MDA: 'MDA',
+    SOA: 'SOA',
+    AGREEMENT: 'AGREEMENT',
+};
+exports.DOCUMENT_TYPE_LABELS = {
+    MDA: 'Managed Discretionary Account',
+    SOA: 'Statement of Advice',
+    AGREEMENT: 'Client Agreement',
+};
+exports.DOCUMENT_STATUS_LABELS = {
+    DRAFT: 'Draft',
+    GENERATED: 'Generated',
+    SIGNED: 'Signed',
+    EXPIRED: 'Expired',
+};
+const getUnsignedDocuments = async ({ apiClient }, userProfileUuid) => {
+    const params = { status: 'GENERATED' };
+    if (userProfileUuid)
+        params.user_profile = userProfileUuid;
+    return apiClient.get('/api/documents/', { params });
+};
+exports.getUnsignedDocuments = getUnsignedDocuments;
+// Utility functions
+const getDocumentTypeLabel = (documentType) => {
+    return exports.DOCUMENT_TYPE_LABELS[documentType] || documentType;
+};
+exports.getDocumentTypeLabel = getDocumentTypeLabel;
+const getDocumentStatusLabel = (status) => {
+    return exports.DOCUMENT_STATUS_LABELS[status] || status;
+};
+exports.getDocumentStatusLabel = getDocumentStatusLabel;
+const isDocumentSigned = (document) => {
+    return document.status === 'SIGNED' && !!document.signedAt;
+};
+exports.isDocumentSigned = isDocumentSigned;
+const isDocumentExpired = (document) => {
+    if (document.status === 'EXPIRED')
+        return true;
+    if (!document.expiresAt)
+        return false;
+    return new Date(document.expiresAt) < new Date();
+};
+exports.isDocumentExpired = isDocumentExpired;
+const canSignDocument = (document) => {
+    return document.status === 'GENERATED' && !(0, exports.isDocumentExpired)(document);
+};
+exports.canSignDocument = canSignDocument;

package/dist/services/factories/account-factory.d.ts

@@ -0,0 +1,16 @@
+/**
+ * Account Service Factory
+ *
+ * Creates account services with proper dependency injection.
+ * Includes user profiles, accounts, and investment preferences.
+ */
+import type { AccountServiceFactory, CoreDependencies, ServiceFactoryConfig } from './types';
+/**
+ * Create account service factory
+ *
+ * @param coreDeps - Core dependencies (API client, etc.)
+ * @param config - Service factory configuration
+ * @returns Account service factory
+ */
+export declare const createAccountServiceFactory: (coreDeps: CoreDependencies, _config: ServiceFactoryConfig) => AccountServiceFactory;
+//# sourceMappingURL=account-factory.d.ts.map

package/dist/services/factories/account-factory.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"account-factory.d.ts","sourceRoot":"","sources":["../../../src/services/factories/account-factory.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,KAAK,EACV,qBAAqB,EACrB,gBAAgB,EAChB,oBAAoB,EACrB,MAAM,SAAS,CAAC;AAGjB;;;;;;GAMG;AACH,eAAO,MAAM,2BAA2B,GACtC,UAAU,gBAAgB,EAC1B,SAAS,oBAAoB,KAC5B,qBA+CF,CAAC"}