@cranberry-money/shared-services 1.13.0 → 3.0.1

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;

package/dist/services/portfolios.d.ts

@@ -0,0 +1,157 @@
+/**
+ * Portfolio Services - Pure Functional Implementation
+ *
+ * All portfolio operations as pure functions with explicit dependencies.
+ * No global state, no side effects - everything is explicit and testable.
+ */
+import type { ApiClient } from '../api/functional-client';
+export interface Portfolio {
+    readonly uuid: string;
+    readonly account: string;
+    readonly template?: string;
+    readonly name?: string;
+    readonly marketValue: string;
+}
+export interface PortfolioFilters {
+    readonly isActive?: boolean;
+    readonly sortBy?: 'name' | 'totalValue' | 'createdAt';
+    readonly sortOrder?: 'asc' | 'desc';
+    readonly limit?: number;
+    readonly offset?: number;
+}
+export interface CreatePortfolioPayload {
+    readonly name: string;
+    readonly description?: string;
+}
+export interface UpdatePortfolioPayload {
+    readonly name?: string;
+    readonly description?: string;
+    readonly isActive?: boolean;
+}
+export interface PaginatedPortfolios {
+    readonly results: Portfolio[];
+    readonly count: number;
+    readonly next: string | null;
+    readonly previous: string | null;
+}
+export declare const getPortfolios: ({ apiClient }: {
+    apiClient: ApiClient;
+}, filters?: PortfolioFilters) => Promise<PaginatedPortfolios>;
+export declare const getPortfolio: ({ apiClient }: {
+    apiClient: ApiClient;
+}, uuid: string) => Promise<Portfolio>;
+export declare const createPortfolio: ({ apiClient }: {
+    apiClient: ApiClient;
+}, data: CreatePortfolioPayload) => Promise<Portfolio>;
+export declare const updatePortfolio: ({ apiClient }: {
+    apiClient: ApiClient;
+}, uuid: string, data: UpdatePortfolioPayload) => Promise<Portfolio>;
+export declare const deletePortfolio: ({ apiClient }: {
+    apiClient: ApiClient;
+}, uuid: string) => Promise<void>;
+export interface AssetAllocation {
+    readonly uuid: string;
+    readonly portfolio: string;
+    readonly instrument: string;
+    readonly instrumentName: string;
+    readonly instrumentSymbol: string;
+    readonly percentage: string;
+}
+export interface AssetAllocationPayload {
+    readonly portfolio: string;
+    readonly instrument: string;
+    readonly percentage: string | number;
+}
+export declare const getPortfolioAllocations: ({ apiClient }: {
+    apiClient: ApiClient;
+}, portfolioUuid: string) => Promise<AssetAllocation[]>;
+export declare const createAssetAllocation: ({ apiClient }: {
+    apiClient: ApiClient;
+}, data: AssetAllocationPayload) => Promise<AssetAllocation>;
+export declare const updateAssetAllocation: ({ apiClient }: {
+    apiClient: ApiClient;
+}, uuid: string, data: Partial<AssetAllocationPayload>) => Promise<AssetAllocation>;
+export declare const deleteAssetAllocation: ({ apiClient }: {
+    apiClient: ApiClient;
+}, uuid: string) => Promise<void>;
+export interface AssetHolding {
+    readonly uuid: string;
+    readonly portfolio: string;
+    readonly instrument: any;
+    readonly instrumentName: string;
+    readonly instrumentSymbol: string;
+    readonly quantity: number;
+    readonly createdAt: string;
+    readonly updatedAt: string;
+}
+export interface AssetHoldingSnapshot {
+    readonly id: number;
+    readonly assetHolding: string;
+    readonly portfolioId: number;
+    readonly instrumentName: string;
+    readonly instrumentSymbol: string;
+    readonly quantity: number;
+    readonly snapshotReason: 'TRADE' | 'REBALANCE' | 'VALUATION' | 'AUDIT';
+    readonly snapshotDate: string;
+    readonly createdAt: string;
+    readonly updatedAt: string;
+}
+export interface AssetHoldingFilters {
+    readonly portfolioId?: string;
+    readonly portfolioUuid?: string;
+    readonly instrument?: string;
+    readonly minQuantity?: number;
+    readonly maxQuantity?: number;
+    readonly orderBy?: string;
+}
+export interface AssetHoldingSnapshotFilters {
+    readonly assetHoldingId?: string;
+    readonly portfolioId?: string;
+    readonly reason?: 'TRADE' | 'REBALANCE' | 'VALUATION' | 'AUDIT';
+    readonly startDate?: string;
+    readonly endDate?: string;
+    readonly orderBy?: string;
+}
+export interface PaginatedAssetHoldings {
+    readonly results: AssetHolding[];
+    readonly count: number;
+    readonly next: string | null;
+    readonly previous: string | null;
+}
+export interface PaginatedAssetHoldingSnapshots {
+    readonly results: AssetHoldingSnapshot[];
+    readonly count: number;
+    readonly next: string | null;
+    readonly previous: string | null;
+}
+export declare const getAssetHoldings: ({ apiClient }: {
+    apiClient: ApiClient;
+}, filters?: AssetHoldingFilters) => Promise<PaginatedAssetHoldings>;
+export declare const getPortfolioHoldings: ({ apiClient }: {
+    apiClient: ApiClient;
+}, portfolioUuid: string, orderBy?: string) => Promise<AssetHolding[]>;
+export declare const getAssetHolding: ({ apiClient }: {
+    apiClient: ApiClient;
+}, uuid: string) => Promise<AssetHolding>;
+export declare const getAssetHoldingSnapshots: ({ apiClient }: {
+    apiClient: ApiClient;
+}, filters?: AssetHoldingSnapshotFilters) => Promise<PaginatedAssetHoldingSnapshots>;
+export declare const getAssetHoldingSnapshot: ({ apiClient }: {
+    apiClient: ApiClient;
+}, id: number) => Promise<AssetHoldingSnapshot>;
+export interface RebalancingTradesGenerationResponse {
+    readonly status: string;
+    readonly message: string;
+    readonly tradeCount?: number;
+    readonly buyTradeCount?: number;
+    readonly sellTradeCount?: number;
+    readonly totalTradeValue?: number;
+    readonly netCashImpact?: number;
+    readonly availableCash?: number;
+    readonly requiredMinimum?: number;
+    readonly errorType?: 'business_logic' | 'permission' | 'server';
+}
+export declare const generateRebalancingTrades: ({ apiClient }: {
+    apiClient: ApiClient;
+}, portfolioUuid: string) => Promise<RebalancingTradesGenerationResponse>;
+//# sourceMappingURL=portfolios.d.ts.map

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

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package/dist/services/portfolios.js

@@ -0,0 +1,144 @@
+"use strict";
+/**
+ * Portfolio Services - Pure Functional Implementation
+ *
+ * All portfolio 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.generateRebalancingTrades = exports.getAssetHoldingSnapshot = exports.getAssetHoldingSnapshots = exports.getAssetHolding = exports.getPortfolioHoldings = exports.getAssetHoldings = exports.deleteAssetAllocation = exports.updateAssetAllocation = exports.createAssetAllocation = exports.getPortfolioAllocations = exports.deletePortfolio = exports.updatePortfolio = exports.createPortfolio = exports.getPortfolio = exports.getPortfolios = void 0;
+// Portfolio operations with explicit dependencies
+const getPortfolios = async ({ apiClient }, filters) => {
+    const params = {};
+    if (filters?.isActive !== undefined) {
+        params.is_active = String(filters.isActive);
+    }
+    if (filters?.sortBy) {
+        params.ordering = filters.sortOrder === 'desc' ? `-${filters.sortBy}` : filters.sortBy;
+    }
+    if (filters?.limit) {
+        params.limit = String(filters.limit);
+    }
+    if (filters?.offset) {
+        params.offset = String(filters.offset);
+    }
+    return apiClient.get('/api/portfolios/', { params });
+};
+exports.getPortfolios = getPortfolios;
+const getPortfolio = async ({ apiClient }, uuid) => {
+    return apiClient.get(`/api/portfolios/${uuid}/`);
+};
+exports.getPortfolio = getPortfolio;
+const createPortfolio = async ({ apiClient }, data) => {
+    return apiClient.post('/api/portfolios/', data);
+};
+exports.createPortfolio = createPortfolio;
+const updatePortfolio = async ({ apiClient }, uuid, data) => {
+    return apiClient.patch(`/api/portfolios/${uuid}/`, data);
+};
+exports.updatePortfolio = updatePortfolio;
+const deletePortfolio = async ({ apiClient }, uuid) => {
+    await apiClient.delete(`/api/portfolios/${uuid}/`);
+};
+exports.deletePortfolio = deletePortfolio;
+const getPortfolioAllocations = async ({ apiClient }, portfolioUuid) => {
+    if (!portfolioUuid?.trim()) {
+        throw new Error('Portfolio UUID is required');
+    }
+    return apiClient.get(`/api/portfolios/${portfolioUuid}/allocations/`, {
+        params: { order_by: 'created_at' },
+    });
+};
+exports.getPortfolioAllocations = getPortfolioAllocations;
+const createAssetAllocation = async ({ apiClient }, data) => {
+    if (!data.portfolio?.trim()) {
+        throw new Error('Portfolio UUID is required');
+    }
+    if (!data.instrument?.trim()) {
+        throw new Error('Instrument UUID is required');
+    }
+    if (!data.percentage) {
+        throw new Error('Allocation percentage is required');
+    }
+    return apiClient.post('/api/asset-allocations/', data);
+};
+exports.createAssetAllocation = createAssetAllocation;
+const updateAssetAllocation = async ({ apiClient }, uuid, data) => {
+    if (!uuid?.trim()) {
+        throw new Error('Asset allocation UUID is required');
+    }
+    return apiClient.patch(`/api/asset-allocations/${uuid}/`, data);
+};
+exports.updateAssetAllocation = updateAssetAllocation;
+const deleteAssetAllocation = async ({ apiClient }, uuid) => {
+    if (!uuid?.trim()) {
+        throw new Error('Asset allocation UUID is required');
+    }
+    await apiClient.delete(`/api/asset-allocations/${uuid}/`);
+};
+exports.deleteAssetAllocation = deleteAssetAllocation;
+const getAssetHoldings = async ({ apiClient }, filters) => {
+    const params = {};
+    if (filters?.portfolioId)
+        params.portfolio_id = filters.portfolioId;
+    if (filters?.portfolioUuid)
+        params.portfolio_uuid = filters.portfolioUuid;
+    if (filters?.instrument)
+        params.instrument = filters.instrument;
+    if (filters?.minQuantity)
+        params.min_quantity = String(filters.minQuantity);
+    if (filters?.maxQuantity)
+        params.max_quantity = String(filters.maxQuantity);
+    if (filters?.orderBy)
+        params.order_by = filters.orderBy;
+    return apiClient.get('/api/asset-holdings/', { params });
+};
+exports.getAssetHoldings = getAssetHoldings;
+const getPortfolioHoldings = async ({ apiClient }, portfolioUuid, orderBy) => {
+    if (!portfolioUuid?.trim()) {
+        throw new Error('Portfolio UUID is required');
+    }
+    const params = {};
+    if (orderBy)
+        params.order_by = orderBy;
+    return apiClient.get(`/api/portfolios/${portfolioUuid}/holdings/`, { params });
+};
+exports.getPortfolioHoldings = getPortfolioHoldings;
+const getAssetHolding = async ({ apiClient }, uuid) => {
+    if (!uuid?.trim()) {
+        throw new Error('Asset holding UUID is required');
+    }
+    return apiClient.get(`/api/asset-holdings/${uuid}/`);
+};
+exports.getAssetHolding = getAssetHolding;
+const getAssetHoldingSnapshots = async ({ apiClient }, filters) => {
+    const params = {};
+    if (filters?.assetHoldingId)
+        params.asset_holding_id = filters.assetHoldingId;
+    if (filters?.portfolioId)
+        params.portfolio_id = filters.portfolioId;
+    if (filters?.reason)
+        params.reason = filters.reason;
+    if (filters?.startDate)
+        params.start_date = filters.startDate;
+    if (filters?.endDate)
+        params.end_date = filters.endDate;
+    if (filters?.orderBy)
+        params.order_by = filters.orderBy;
+    return apiClient.get('/api/asset-holding-snapshots/', { params });
+};
+exports.getAssetHoldingSnapshots = getAssetHoldingSnapshots;
+const getAssetHoldingSnapshot = async ({ apiClient }, id) => {
+    if (!id || id <= 0) {
+        throw new Error('Valid asset holding snapshot ID is required');
+    }
+    return apiClient.get(`/api/asset-holding-snapshots/${id}/`);
+};
+exports.getAssetHoldingSnapshot = getAssetHoldingSnapshot;
+const generateRebalancingTrades = async ({ apiClient }, portfolioUuid) => {
+    if (!portfolioUuid?.trim()) {
+        throw new Error('Portfolio UUID is required');
+    }
+    return apiClient.post(`/api/portfolios/${portfolioUuid}/generate-rebalancing-trades/`, {});
+};
+exports.generateRebalancingTrades = generateRebalancingTrades;