@cranberry-money/shared-services 1.13.0 → 3.0.1

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

@@ -1,45 +0,0 @@
-/**
- * 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

@@ -1 +0,0 @@
-{"version":3,"file":"constants.d.ts","sourceRoot":"","sources":["../../../src/services/portfolios/constants.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAGH,eAAO,MAAM,wBAAwB,UAAU,CAAC;AAChD,eAAO,MAAM,yBAAyB,WAAW,CAAC;AAClD,eAAO,MAAM,uBAAuB,SAAS,CAAC;AAG9C,eAAO,MAAM,8BAA8B,8BAAyB,CAAC;AACrE,eAAO,MAAM,+BAA+B,+BAA0B,CAAC;AACvE,eAAO,MAAM,6BAA6B,uBAAuB,CAAC;AAGlE,eAAO,MAAM,0BAA0B;;;GAItC,CAAC;AAGF,eAAO,MAAM,kBAAkB,QAAQ,CAAC;AACxC,eAAO,MAAM,qBAAqB,WAAW,CAAC;AAC9C,eAAO,MAAM,mBAAmB,SAAS,CAAC;AAG1C,eAAO,MAAM,wBAAwB,QAAQ,CAAC;AAC9C,eAAO,MAAM,2BAA2B,WAAW,CAAC;AACpD,eAAO,MAAM,yBAAyB,SAAS,CAAC;AAGhD,eAAO,MAAM,sBAAsB;;;GAIlC,CAAC;AAGF,eAAO,MAAM,0BAA0B,SAAS,CAAC;AACjD,eAAO,MAAM,0BAA0B,SAAS,CAAC;AACjD,eAAO,MAAM,+BAA+B,cAAc,CAAC;AAG3D,eAAO,MAAM,gCAAgC,kBAAkB,CAAC;AAChE,eAAO,MAAM,gCAAgC,oBAAoB,CAAC;AAClE,eAAO,MAAM,qCAAqC,cAAc,CAAC;AAGjE,eAAO,MAAM,6BAA6B;;;GAIzC,CAAC;AAGF,eAAO,MAAM,aAAa;;;;;;;CAOhB,CAAC"}

package/dist/services/portfolios/constants.js

@@ -1,57 +0,0 @@
-/**
- * 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/holdings/index.d.ts

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

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

@@ -1 +0,0 @@
-{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../../../src/services/portfolios/holdings/index.ts"],"names":[],"mappings":"AAAA;;GAEG;AAEH,cAAc,SAAS,CAAC;AACxB,cAAc,WAAW,CAAC;AAC1B,cAAc,SAAS,CAAC"}

package/dist/services/portfolios/holdings/index.js

@@ -1,6 +0,0 @@
-/**
- * Portfolio holdings service exports
- */
-export * from './types';
-export * from './service';
-export * from './utils';

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

@@ -1,10 +0,0 @@
-import type { PaginatedResponse } from '../../../api/types';
-import type { AssetHolding, AssetHoldingSnapshot, AssetHoldingFilters, AssetHoldingSnapshotFilters } from './types';
-export type PaginatedAssetHoldings = PaginatedResponse<AssetHolding>;
-export type PaginatedAssetHoldingSnapshots = PaginatedResponse<AssetHoldingSnapshot>;
-export declare const getAssetHoldings: (filters?: AssetHoldingFilters) => Promise<import("axios").AxiosResponse<PaginatedAssetHoldings, any>>;
-export declare const getPortfolioHoldings: (portfolioUuid: string, orderBy?: string) => Promise<import("axios").AxiosResponse<AssetHolding[], any>>;
-export declare const getAssetHoldingByUuid: (uuid: string) => Promise<import("axios").AxiosResponse<AssetHolding, any>>;
-export declare const getAssetHoldingSnapshots: (filters?: AssetHoldingSnapshotFilters) => Promise<import("axios").AxiosResponse<PaginatedAssetHoldingSnapshots, any>>;
-export declare const getAssetHoldingSnapshotById: (id: number) => Promise<import("axios").AxiosResponse<AssetHoldingSnapshot, any>>;
-//# sourceMappingURL=service.d.ts.map

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

@@ -1 +0,0 @@
-{"version":3,"file":"service.d.ts","sourceRoot":"","sources":["../../../../src/services/portfolios/holdings/service.ts"],"names":[],"mappings":"AACA,OAAO,KAAK,EAAE,iBAAiB,EAAE,MAAM,oBAAoB,CAAC;AAE5D,OAAO,KAAK,EAAE,YAAY,EAAE,oBAAoB,EAAE,mBAAmB,EAAE,2BAA2B,EAAE,MAAM,SAAS,CAAC;AAGpH,MAAM,MAAM,sBAAsB,GAAG,iBAAiB,CAAC,YAAY,CAAC,CAAC;AACrE,MAAM,MAAM,8BAA8B,GAAG,iBAAiB,CAAC,oBAAoB,CAAC,CAAC;AAKrF,eAAO,MAAM,gBAAgB,GAAI,UAAU,mBAAmB,wEAW7D,CAAC;AAGF,eAAO,MAAM,oBAAoB,GAAI,eAAe,MAAM,EAAE,UAAU,MAAM,gEAK3E,CAAC;AAGF,eAAO,MAAM,qBAAqB,GAAI,MAAM,MAAM,8DAEjD,CAAC;AAKF,eAAO,MAAM,wBAAwB,GAAI,UAAU,2BAA2B,gFAW7E,CAAC;AAGF,eAAO,MAAM,2BAA2B,GAAI,IAAI,MAAM,sEAErD,CAAC"}

package/dist/services/portfolios/holdings/service.js

@@ -1,53 +0,0 @@
-import { webApiClient } from '../../../api/apiClient';
-import { API_ENDPOINTS } from '../constants';
-// ASSET HOLDINGS API FUNCTIONS
-// Fetch asset holdings with optional filtering
-export const getAssetHoldings = (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 = filters.minQuantity.toString();
-    if (filters?.maxQuantity)
-        params.max_quantity = filters.maxQuantity.toString();
-    if (filters?.orderBy)
-        params.order_by = filters.orderBy;
-    return webApiClient.get(API_ENDPOINTS.ASSET_HOLDINGS, { params });
-};
-// Fetch holdings for a specific portfolio
-export const getPortfolioHoldings = (portfolioUuid, orderBy) => {
-    const params = {};
-    if (orderBy)
-        params.order_by = orderBy;
-    return webApiClient.get(`${API_ENDPOINTS.PORTFOLIOS}${portfolioUuid}/holdings/`, { params });
-};
-// Get asset holding by UUID
-export const getAssetHoldingByUuid = (uuid) => {
-    return webApiClient.get(`${API_ENDPOINTS.ASSET_HOLDINGS}${uuid}/`);
-};
-// ASSET HOLDING SNAPSHOTS API FUNCTIONS
-// Fetch asset holding snapshots with optional filtering
-export const getAssetHoldingSnapshots = (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 webApiClient.get(API_ENDPOINTS.ASSET_HOLDING_SNAPSHOTS, { params });
-};
-// Get asset holding snapshot by ID
-export const getAssetHoldingSnapshotById = (id) => {
-    return webApiClient.get(`${API_ENDPOINTS.ASSET_HOLDING_SNAPSHOTS}${id}/`);
-};

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

@@ -1,42 +0,0 @@
-/**
- * Asset Holdings types and interfaces
- */
-export interface AssetHolding {
-    uuid: string;
-    portfolio: string;
-    instrument: any;
-    instrumentName: string;
-    instrumentSymbol: string;
-    quantity: number;
-    createdAt: string;
-    updatedAt: string;
-}
-export interface AssetHoldingSnapshot {
-    id: number;
-    assetHolding: string;
-    portfolioId: number;
-    instrumentName: string;
-    instrumentSymbol: string;
-    quantity: number;
-    snapshotReason: 'TRADE' | 'REBALANCE' | 'VALUATION' | 'AUDIT';
-    snapshotDate: string;
-    createdAt: string;
-    updatedAt: string;
-}
-export interface AssetHoldingFilters {
-    portfolioId?: string;
-    portfolioUuid?: string;
-    instrument?: string;
-    minQuantity?: number;
-    maxQuantity?: number;
-    orderBy?: string;
-}
-export interface AssetHoldingSnapshotFilters {
-    assetHoldingId?: string;
-    portfolioId?: string;
-    reason?: 'TRADE' | 'REBALANCE' | 'VALUATION' | 'AUDIT';
-    startDate?: string;
-    endDate?: string;
-    orderBy?: string;
-}
-//# sourceMappingURL=types.d.ts.map

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

@@ -1 +0,0 @@
-{"version":3,"file":"types.d.ts","sourceRoot":"","sources":["../../../../src/services/portfolios/holdings/types.ts"],"names":[],"mappings":"AAAA;;GAEG;AAMH,MAAM,WAAW,YAAY;IAC3B,IAAI,EAAE,MAAM,CAAC;IACb,SAAS,EAAE,MAAM,CAAC;IAClB,UAAU,EAAE,GAAG,CAAC;IAChB,cAAc,EAAE,MAAM,CAAC;IACvB,gBAAgB,EAAE,MAAM,CAAC;IACzB,QAAQ,EAAE,MAAM,CAAC;IACjB,SAAS,EAAE,MAAM,CAAC;IAClB,SAAS,EAAE,MAAM,CAAC;CACnB;AAGD,MAAM,WAAW,oBAAoB;IACnC,EAAE,EAAE,MAAM,CAAC;IACX,YAAY,EAAE,MAAM,CAAC;IACrB,WAAW,EAAE,MAAM,CAAC;IACpB,cAAc,EAAE,MAAM,CAAC;IACvB,gBAAgB,EAAE,MAAM,CAAC;IACzB,QAAQ,EAAE,MAAM,CAAC;IACjB,cAAc,EAAE,OAAO,GAAG,WAAW,GAAG,WAAW,GAAG,OAAO,CAAC;IAC9D,YAAY,EAAE,MAAM,CAAC;IACrB,SAAS,EAAE,MAAM,CAAC;IAClB,SAAS,EAAE,MAAM,CAAC;CACnB;AAGD,MAAM,WAAW,mBAAmB;IAClC,WAAW,CAAC,EAAE,MAAM,CAAC;IACrB,aAAa,CAAC,EAAE,MAAM,CAAC;IACvB,UAAU,CAAC,EAAE,MAAM,CAAC;IACpB,WAAW,CAAC,EAAE,MAAM,CAAC;IACrB,WAAW,CAAC,EAAE,MAAM,CAAC;IACrB,OAAO,CAAC,EAAE,MAAM,CAAC;CAClB;AAGD,MAAM,WAAW,2BAA2B;IAC1C,cAAc,CAAC,EAAE,MAAM,CAAC;IACxB,WAAW,CAAC,EAAE,MAAM,CAAC;IACrB,MAAM,CAAC,EAAE,OAAO,GAAG,WAAW,GAAG,WAAW,GAAG,OAAO,CAAC;IACvD,SAAS,CAAC,EAAE,MAAM,CAAC;IACnB,OAAO,CAAC,EAAE,MAAM,CAAC;IACjB,OAAO,CAAC,EAAE,MAAM,CAAC;CAClB"}

package/dist/services/portfolios/holdings/types.js

@@ -1,4 +0,0 @@
-/**
- * Asset Holdings types and interfaces
- */
-export {};

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

@@ -1,8 +0,0 @@
-import type { AssetHolding } from './types';
-export declare const calculatePortfolioValue: (holdings: AssetHolding[], prices: Record<string, number>) => number;
-export declare const calculateHoldingAllocations: (holdings: AssetHolding[]) => Record<string, number>;
-export declare const groupHoldingsByInstrument: (holdings: AssetHolding[]) => Record<string, AssetHolding[]>;
-export declare const filterHoldingsByMinQuantity: (holdings: AssetHolding[], minQuantity: number) => AssetHolding[];
-export declare const sortHoldings: (holdings: AssetHolding[], sortBy: "quantity" | "symbol" | "name" | "createdAt", direction?: "asc" | "desc") => AssetHolding[];
-export declare const formatQuantity: (quantity: number) => string;
-//# sourceMappingURL=utils.d.ts.map

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

@@ -1 +0,0 @@
-{"version":3,"file":"utils.d.ts","sourceRoot":"","sources":["../../../../src/services/portfolios/holdings/utils.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAE,YAAY,EAAE,MAAM,SAAS,CAAC;AAK5C,eAAO,MAAM,uBAAuB,GAAI,UAAU,YAAY,EAAE,EAAE,QAAQ,MAAM,CAAC,MAAM,EAAE,MAAM,CAAC,KAAG,MAKlG,CAAC;AAGF,eAAO,MAAM,2BAA2B,GAAI,UAAU,YAAY,EAAE,KAAG,MAAM,CAAC,MAAM,EAAE,MAAM,CAW3F,CAAC;AAGF,eAAO,MAAM,yBAAyB,GAAI,UAAU,YAAY,EAAE,KAAG,MAAM,CAAC,MAAM,EAAE,YAAY,EAAE,CAYjG,CAAC;AAGF,eAAO,MAAM,2BAA2B,GAAI,UAAU,YAAY,EAAE,EAAE,aAAa,MAAM,KAAG,YAAY,EAEvG,CAAC;AAGF,eAAO,MAAM,YAAY,GACvB,UAAU,YAAY,EAAE,EACxB,QAAQ,UAAU,GAAG,QAAQ,GAAG,MAAM,GAAG,WAAW,EACpD,YAAW,KAAK,GAAG,MAAe,KACjC,YAAY,EAsCd,CAAC;AAGF,eAAO,MAAM,cAAc,GAAI,UAAU,MAAM,KAAG,MAQjD,CAAC"}

package/dist/services/portfolios/holdings/utils.js

@@ -1,82 +0,0 @@
-// ASSET HOLDINGS UTILITY FUNCTIONS
-// Calculate total portfolio value based on holdings and prices
-export const calculatePortfolioValue = (holdings, prices) => {
-    return holdings.reduce((total, holding) => {
-        const price = prices[holding.instrument.uuid] || 0;
-        return total + holding.quantity * price;
-    }, 0);
-};
-// Calculate holding allocation percentages within a portfolio
-export const calculateHoldingAllocations = (holdings) => {
-    const totalQuantity = holdings.reduce((sum, holding) => sum + holding.quantity, 0);
-    if (totalQuantity === 0)
-        return {};
-    const allocations = {};
-    holdings.forEach((holding) => {
-        allocations[holding.instrument.uuid] = (holding.quantity / totalQuantity) * 100;
-    });
-    return allocations;
-};
-// Group holdings by instrument for aggregated view
-export const groupHoldingsByInstrument = (holdings) => {
-    return holdings.reduce((groups, holding) => {
-        const instrumentUuid = holding.instrument.uuid;
-        if (!groups[instrumentUuid]) {
-            groups[instrumentUuid] = [];
-        }
-        groups[instrumentUuid].push(holding);
-        return groups;
-    }, {});
-};
-// Filter holdings with quantities above a threshold
-export const filterHoldingsByMinQuantity = (holdings, minQuantity) => {
-    return holdings.filter((holding) => holding.quantity >= minQuantity);
-};
-// Sort holdings by various criteria
-export const sortHoldings = (holdings, sortBy, direction = 'desc') => {
-    return [...holdings].sort((a, b) => {
-        let valueA;
-        let valueB;
-        switch (sortBy) {
-            case 'quantity':
-                valueA = a.quantity;
-                valueB = b.quantity;
-                break;
-            case 'symbol':
-                valueA = a.instrumentSymbol;
-                valueB = b.instrumentSymbol;
-                break;
-            case 'name':
-                valueA = a.instrumentName;
-                valueB = b.instrumentName;
-                break;
-            case 'createdAt':
-                valueA = a.createdAt;
-                valueB = b.createdAt;
-                break;
-            default:
-                return 0;
-        }
-        if (typeof valueA === 'string' && typeof valueB === 'string') {
-            const comparison = valueA.localeCompare(valueB);
-            return direction === 'asc' ? comparison : -comparison;
-        }
-        if (typeof valueA === 'number' && typeof valueB === 'number') {
-            const comparison = valueA - valueB;
-            return direction === 'asc' ? comparison : -comparison;
-        }
-        return 0;
-    });
-};
-// Format quantity for display with proper units
-export const formatQuantity = (quantity) => {
-    if (quantity >= 1000000) {
-        return `${(quantity / 1000000).toFixed(1)}M`;
-    }
-    else if (quantity >= 1000) {
-        return `${(quantity / 1000).toFixed(1)}K`;
-    }
-    else {
-        return quantity.toString();
-    }
-};

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

@@ -1,10 +0,0 @@
-/**
- * Portfolios service exports
- */
-export * from './constants';
-export * from './types';
-export * from './service';
-export * from './utils';
-export * as Allocations from './allocations';
-export * as Holdings from './holdings';
-//# sourceMappingURL=index.d.ts.map

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

@@ -1 +0,0 @@
-{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../../src/services/portfolios/index.ts"],"names":[],"mappings":"AAAA;;GAEG;AAEH,cAAc,aAAa,CAAC;AAC5B,cAAc,SAAS,CAAC;AACxB,cAAc,WAAW,CAAC;AAC1B,cAAc,SAAS,CAAC;AAGxB,OAAO,KAAK,WAAW,MAAM,eAAe,CAAC;AAC7C,OAAO,KAAK,QAAQ,MAAM,YAAY,CAAC"}

package/dist/services/portfolios/index.js

@@ -1,10 +0,0 @@
-/**
- * Portfolios service exports
- */
-export * from './constants';
-export * from './types';
-export * from './service';
-export * from './utils';
-// Sub-services
-export * as Allocations from './allocations';
-export * as Holdings from './holdings';

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

@@ -1,7 +0,0 @@
-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

@@ -1 +0,0 @@
-{"version":3,"file":"service.d.ts","sourceRoot":"","sources":["../../../src/services/portfolios/service.ts"],"names":[],"mappings":"AAEA,OAAO,KAAK,EAAE,SAAS,EAAE,mBAAmB,EAAE,gBAAgB,EAAE,mCAAmC,EAAE,MAAM,SAAS,CAAC;AAGrH,eAAO,MAAM,aAAa,wEAEzB,CAAC;AAEF,eAAO,MAAM,eAAe,GAAI,MAAM,gBAAgB,2DAErD,CAAC;AAEF,eAAO,MAAM,eAAe,GAAI,MAAM,MAAM,EAAE,MAAM,OAAO,CAAC,gBAAgB,CAAC,2DAE5E,CAAC;AAEF,eAAO,MAAM,kBAAkB,GAAI,MAAM,MAAM,2DAE9C,CAAC;AAGF,eAAO,MAAM,yBAAyB,GAAI,eAAe,MAAM,qFAI9D,CAAC"}

package/dist/services/portfolios/service.js

@@ -1,19 +0,0 @@
-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

@@ -1,29 +0,0 @@
-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

@@ -1 +0,0 @@
-{"version":3,"file":"types.d.ts","sourceRoot":"","sources":["../../../src/services/portfolios/types.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAE,iBAAiB,EAAE,MAAM,iBAAiB,CAAC;AAEzD,MAAM,WAAW,SAAS;IACxB,IAAI,EAAE,MAAM,CAAC;IACb,OAAO,EAAE,MAAM,CAAC;IAChB,IAAI,EAAE,MAAM,CAAC;IACb,QAAQ,EAAE,MAAM,GAAG,IAAI,CAAC;IACxB,WAAW,EAAE,MAAM,CAAC;IACpB,SAAS,CAAC,EAAE,MAAM,CAAC;IACnB,SAAS,CAAC,EAAE,MAAM,CAAC;CACpB;AAED,MAAM,MAAM,mBAAmB,GAAG,iBAAiB,CAAC,SAAS,CAAC,CAAC;AAE/D,MAAM,WAAW,gBAAgB;IAC/B,OAAO,EAAE,MAAM,CAAC;IAChB,IAAI,EAAE,MAAM,CAAC;IACb,QAAQ,CAAC,EAAE,MAAM,GAAG,IAAI,CAAC;CAC1B;AAED,MAAM,WAAW,mCAAmC;IAClD,MAAM,EAAE,MAAM,CAAC;IACf,OAAO,EAAE,MAAM,CAAC;IAChB,UAAU,CAAC,EAAE,MAAM,CAAC;IACpB,aAAa,CAAC,EAAE,MAAM,CAAC;IACvB,cAAc,CAAC,EAAE,MAAM,CAAC;IACxB,eAAe,CAAC,EAAE,MAAM,CAAC;IACzB,aAAa,CAAC,EAAE,MAAM,CAAC;IACvB,aAAa,CAAC,EAAE,MAAM,CAAC;IACvB,eAAe,CAAC,EAAE,MAAM,CAAC;IACzB,SAAS,CAAC,EAAE,gBAAgB,GAAG,YAAY,GAAG,QAAQ,CAAC;CACxD"}

package/dist/services/portfolios/types.js

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

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

@@ -1,5 +0,0 @@
-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

@@ -1 +0,0 @@
-{"version":3,"file":"utils.d.ts","sourceRoot":"","sources":["../../../src/services/portfolios/utils.ts"],"names":[],"mappings":"AACA,eAAO,MAAM,oBAAoB,GAAI,OAAO,MAAM,GAAG,MAAM,KAAG,MAQ7D,CAAC;AAGF,eAAO,MAAM,mBAAmB,GAAI,aAAa,MAAM,GAAG,MAAM,EAAE,aAAa,MAAM,GAAG,MAAM,KAAG,MAIhG,CAAC;AAEF,eAAO,MAAM,mBAAmB,GAAI,aAAa,MAAM,GAAG,MAAM,EAAE,YAAY,MAAM,GAAG,MAAM,KAAG,MAI/F,CAAC;AAEF,eAAO,MAAM,iBAAiB,GAAI,aAAa,MAAM,GAAG,MAAM,EAAE,YAAY,MAAM,GAAG,MAAM,KAAG,MAI7F,CAAC"}

package/dist/services/portfolios/utils.js

@@ -1,26 +0,0 @@
-// 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/dist/services/sectors/constants.d.ts

@@ -1,7 +0,0 @@
-/**
- * Sectors-related constants for the sectors domain
- */
-export declare const API_ENDPOINTS: {
-    readonly SECTORS: "/api/sectors/";
-};
-//# sourceMappingURL=constants.d.ts.map

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

@@ -1 +0,0 @@
-{"version":3,"file":"constants.d.ts","sourceRoot":"","sources":["../../../src/services/sectors/constants.ts"],"names":[],"mappings":"AAAA;;GAEG;AAGH,eAAO,MAAM,aAAa;;CAEhB,CAAC"}

package/dist/services/sectors/constants.js

@@ -1,7 +0,0 @@
-/**
- * Sectors-related constants for the sectors domain
- */
-// API endpoints for sectors
-export const API_ENDPOINTS = {
-    SECTORS: '/api/sectors/',
-};

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

@@ -1,6 +0,0 @@
-export type { Sector, SectorQueryParams, PaginatedSectors } from './types';
-export type { SortDirection } from './utils';
-export { getSectors, getSectorByUuid, searchSectors } from './service';
-export { sortSectorsByName, filterSectorsByName, findSectorByName, getSectorNames, groupSectorsAlphabetically, sectorExists, findSectorsByPartialName, } from './utils';
-export { API_ENDPOINTS } from './constants';
-//# sourceMappingURL=index.d.ts.map

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

@@ -1 +0,0 @@
-{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../../src/services/sectors/index.ts"],"names":[],"mappings":"AACA,YAAY,EAAE,MAAM,EAAE,iBAAiB,EAAE,gBAAgB,EAAE,MAAM,SAAS,CAAC;AAC3E,YAAY,EAAE,aAAa,EAAE,MAAM,SAAS,CAAC;AAG7C,OAAO,EAAE,UAAU,EAAE,eAAe,EAAE,aAAa,EAAE,MAAM,WAAW,CAAC;AAGvE,OAAO,EACL,iBAAiB,EACjB,mBAAmB,EACnB,gBAAgB,EAChB,cAAc,EACd,0BAA0B,EAC1B,YAAY,EACZ,wBAAwB,GACzB,MAAM,SAAS,CAAC;AAGjB,OAAO,EAAE,aAAa,EAAE,MAAM,aAAa,CAAC"}

package/dist/services/sectors/index.js

@@ -1,6 +0,0 @@
-// Export service functions
-export { getSectors, getSectorByUuid, searchSectors } from './service';
-// Export utility functions
-export { sortSectorsByName, filterSectorsByName, findSectorByName, getSectorNames, groupSectorsAlphabetically, sectorExists, findSectorsByPartialName, } from './utils';
-// Export constants
-export { API_ENDPOINTS } from './constants';

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

@@ -1,14 +0,0 @@
-import type { Sector, SectorQueryParams, PaginatedSectors } from './types';
-/**
- * Get list of sectors with optional filtering
- */
-export declare const getSectors: (params?: SectorQueryParams) => Promise<import("axios").AxiosResponse<PaginatedSectors, any>>;
-/**
- * Get sector details by UUID
- */
-export declare const getSectorByUuid: (uuid: string) => Promise<import("axios").AxiosResponse<Sector, any>>;
-/**
- * Search sectors by name
- */
-export declare const searchSectors: (searchTerm: string, params?: Omit<SectorQueryParams, "name">) => Promise<import("axios").AxiosResponse<PaginatedSectors, any>>;
-//# sourceMappingURL=service.d.ts.map

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

@@ -1 +0,0 @@
-{"version":3,"file":"service.d.ts","sourceRoot":"","sources":["../../../src/services/sectors/service.ts"],"names":[],"mappings":"AACA,OAAO,KAAK,EAAE,MAAM,EAAE,iBAAiB,EAAE,gBAAgB,EAAE,MAAM,SAAS,CAAC;AAG3E;;GAEG;AACH,eAAO,MAAM,UAAU,GAAI,SAAS,iBAAiB,kEASpD,CAAC;AAEF;;GAEG;AACH,eAAO,MAAM,eAAe,GAAI,MAAM,MAAM,wDAE3C,CAAC;AAEF;;GAEG;AACH,eAAO,MAAM,aAAa,GAAI,YAAY,MAAM,EAAE,SAAS,IAAI,CAAC,iBAAiB,EAAE,MAAM,CAAC,kEAKzF,CAAC"}

package/dist/services/sectors/service.js

@@ -1,32 +0,0 @@
-import { webApiClient } from '../../api/apiClient';
-import { API_ENDPOINTS } from './constants';
-/**
- * Get list of sectors with optional filtering
- */
-export const getSectors = (params) => {
-    const queryParams = {};
-    if (params?.name)
-        queryParams.name = params.name;
-    if (params?.ordering)
-        queryParams.ordering = params.ordering;
-    if (params?.page)
-        queryParams.page = params.page.toString();
-    if (params?.page_size)
-        queryParams.page_size = params.page_size.toString();
-    return webApiClient.get(API_ENDPOINTS.SECTORS, { params: queryParams });
-};
-/**
- * Get sector details by UUID
- */
-export const getSectorByUuid = (uuid) => {
-    return webApiClient.get(`${API_ENDPOINTS.SECTORS}${uuid}/`);
-};
-/**
- * Search sectors by name
- */
-export const searchSectors = (searchTerm, params) => {
-    return getSectors({
-        ...params,
-        name: searchTerm,
-    });
-};

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

@@ -1,19 +0,0 @@
-import type { PaginatedResponse } from '../../api/types';
-/**
- * Sector entity representing business sectors
- */
-export interface Sector {
-    uuid: string;
-    name: string;
-}
-/**
- * Query parameters for filtering sectors
- */
-export interface SectorQueryParams {
-    name?: string;
-    ordering?: string;
-    page?: number;
-    page_size?: number;
-}
-export type PaginatedSectors = PaginatedResponse<Sector>;
-//# sourceMappingURL=types.d.ts.map

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

@@ -1 +0,0 @@
-{"version":3,"file":"types.d.ts","sourceRoot":"","sources":["../../../src/services/sectors/types.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAE,iBAAiB,EAAE,MAAM,iBAAiB,CAAC;AAEzD;;GAEG;AACH,MAAM,WAAW,MAAM;IACrB,IAAI,EAAE,MAAM,CAAC;IACb,IAAI,EAAE,MAAM,CAAC;CACd;AAED;;GAEG;AACH,MAAM,WAAW,iBAAiB;IAChC,IAAI,CAAC,EAAE,MAAM,CAAC;IACd,QAAQ,CAAC,EAAE,MAAM,CAAC;IAClB,IAAI,CAAC,EAAE,MAAM,CAAC;IACd,SAAS,CAAC,EAAE,MAAM,CAAC;CACpB;AAGD,MAAM,MAAM,gBAAgB,GAAG,iBAAiB,CAAC,MAAM,CAAC,CAAC"}

package/dist/services/sectors/types.js

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