@cranberry-money/shared-services 1.5.0 → 1.6.0

package/dist/index.d.ts

@@ -14,6 +14,7 @@ export * from './services/AuthService';
 export * from './services/PortfolioService';
 export * as AccountsService from './services/accounts';
 export * as AuthService from './services/auth';
+export * as CashAccountsService from './services/cash_accounts';
 export * as PortfoliosService from './services/portfolios';
 export * as UsersService from './services/users';
 export * as TradesService from './services/trades';

package/dist/index.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":"AAAA;;GAEG;AAGH,cAAc,qBAAqB,CAAC;AACpC,cAAc,sBAAsB,CAAC;AAGrC,cAAc,4BAA4B,CAAC;AAC3C,cAAc,yBAAyB,CAAC;AACxC,cAAc,+BAA+B,CAAC;AAC9C,cAAc,4BAA4B,CAAC;AAG3C,OAAO,EACL,eAAe,EACf,kBAAkB,EAClB,qBAAqB,EACrB,YAAY,EACb,MAAM,iBAAiB,CAAC;AAEzB,YAAY,EACV,UAAU,EACV,gBAAgB,EAChB,cAAc,EACd,gBAAgB,EAChB,gBAAgB,EACjB,MAAM,aAAa,CAAC;AAGrB,cAAc,wBAAwB,CAAC;AACvC,cAAc,wBAAwB,CAAC;AACvC,cAAc,6BAA6B,CAAC;AAG5C,OAAO,KAAK,eAAe,MAAM,qBAAqB,CAAC;AACvD,OAAO,KAAK,WAAW,MAAM,iBAAiB,CAAC;AAC/C,OAAO,KAAK,mBAAmB,MAAM,0BAA0B,CAAC;AAChE,OAAO,KAAK,iBAAiB,MAAM,uBAAuB,CAAC;AAC3D,OAAO,KAAK,YAAY,MAAM,kBAAkB,CAAC;AACjD,OAAO,KAAK,aAAa,MAAM,mBAAmB,CAAC;AAGnD,cAAc,qBAAqB,CAAC;AACpC,cAAc,iBAAiB,CAAC;AAChC,cAAc,uBAAuB,CAAC;AAGtC,cAAc,oBAAoB,CAAC;AACnC,cAAc,0BAA0B,CAAC;AACzC,cAAc,uBAAuB,CAAC"}

package/dist/index.js

@@ -18,6 +18,7 @@ export * from './services/PortfolioService';
 // New functional domain services
 export * as AccountsService from './services/accounts';
 export * as AuthService from './services/auth';
+export * as CashAccountsService from './services/cash_accounts';
 export * as PortfoliosService from './services/portfolios';
 export * as UsersService from './services/users';
 export * as TradesService from './services/trades';

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

@@ -0,0 +1,7 @@
+/**
+ * Cash account constants.
+ */
+export declare const API_ENDPOINTS: {
+    readonly CASH_ACCOUNTS: "/api/cash-accounts/";
+};
+//# sourceMappingURL=constants.d.ts.map

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

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

package/dist/services/cash_accounts/constants.js

@@ -0,0 +1,7 @@
+/**
+ * Cash account constants.
+ */
+// API Endpoints
+export const API_ENDPOINTS = {
+    CASH_ACCOUNTS: '/api/cash-accounts/',
+};

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

@@ -0,0 +1,5 @@
+export type { CashAccount, CashAccountQueryParams, CurrencyCode, PaginatedCashAccounts, } from './types';
+export { getCashAccounts, getCashAccountByUuid, getAccountCashAccounts, } from './service';
+export { API_ENDPOINTS } from './constants';
+export * as Transactions from './transactions';
+//# sourceMappingURL=index.d.ts.map

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

@@ -0,0 +1 @@
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package/dist/services/cash_accounts/index.js

@@ -0,0 +1,6 @@
+// Export service functions
+export { getCashAccounts, getCashAccountByUuid, getAccountCashAccounts, } from './service';
+// Export constants
+export { API_ENDPOINTS } from './constants';
+// Export transactions sub-service as namespace
+export * as Transactions from './transactions';

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

@@ -0,0 +1,8 @@
+/**
+ * Cash account API service functions.
+ */
+import type { CashAccount, CashAccountQueryParams, PaginatedCashAccounts } from './types';
+export declare const getCashAccounts: (params?: CashAccountQueryParams) => Promise<import("axios").AxiosResponse<PaginatedCashAccounts, any>>;
+export declare const getCashAccountByUuid: (uuid: string) => Promise<import("axios").AxiosResponse<CashAccount, any>>;
+export declare const getAccountCashAccounts: (accountUuid: string) => Promise<import("axios").AxiosResponse<PaginatedCashAccounts, any>>;
+//# sourceMappingURL=service.d.ts.map

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

@@ -0,0 +1 @@
+{"version":3,"file":"service.d.ts","sourceRoot":"","sources":["../../../src/services/cash_accounts/service.ts"],"names":[],"mappings":"AAAA;;GAEG;AAIH,OAAO,KAAK,EAAE,WAAW,EAAE,sBAAsB,EAAE,qBAAqB,EAAE,MAAM,SAAS,CAAC;AAE1F,eAAO,MAAM,eAAe,GAAI,SAAS,sBAAsB,uEAsB9D,CAAC;AAEF,eAAO,MAAM,oBAAoB,GAAI,MAAM,MAAM,6DAEhD,CAAC;AAEF,eAAO,MAAM,sBAAsB,GAAI,aAAa,MAAM,uEAEzD,CAAC"}

package/dist/services/cash_accounts/service.js

@@ -0,0 +1,32 @@
+/**
+ * Cash account API service functions.
+ */
+import { webApiClient } from '../../api/apiClient';
+import { API_ENDPOINTS } from './constants';
+export const getCashAccounts = (params) => {
+    const queryParams = {};
+    if (params?.account) {
+        queryParams.account = params.account;
+    }
+    if (params?.currency) {
+        queryParams.currency = params.currency;
+    }
+    if (params?.minBalance !== undefined) {
+        queryParams.min_balance = params.minBalance.toString();
+    }
+    if (params?.maxBalance !== undefined) {
+        queryParams.max_balance = params.maxBalance.toString();
+    }
+    if (params?.ordering) {
+        queryParams.ordering = params.ordering;
+    }
+    return webApiClient.get(API_ENDPOINTS.CASH_ACCOUNTS, {
+        params: queryParams,
+    });
+};
+export const getCashAccountByUuid = (uuid) => {
+    return webApiClient.get(`${API_ENDPOINTS.CASH_ACCOUNTS}${uuid}/`);
+};
+export const getAccountCashAccounts = (accountUuid) => {
+    return getCashAccounts({ account: accountUuid });
+};

package/dist/services/cash_accounts/transactions/constants.d.ts

@@ -0,0 +1,18 @@
+/**
+ * Cash account transaction constants.
+ */
+export declare const TRANSACTION_TYPE_LABEL_DEPOSIT = "Deposit";
+export declare const TRANSACTION_TYPE_LABEL_WITHDRAWAL = "Withdrawal";
+export declare const TRANSACTION_TYPE_LABEL_TRADE_SETTLEMENT = "Trade Settlement";
+export declare const TRANSACTION_TYPE_LABEL_DISTRIBUTION = "Distribution";
+export declare const TRANSACTION_TYPE_LABEL_FEE = "Fee";
+export declare const TRANSACTION_TYPE_LABEL_INTEREST = "Interest";
+export declare const TRANSACTION_TYPE_LABEL_OTHER = "Adjustment";
+export declare const TRANSACTION_TYPE_OPTIONS: {
+    value: string;
+    label: string;
+}[];
+export declare const API_ENDPOINTS: {
+    readonly CASH_ACCOUNT_TRANSACTIONS: "/api/cash-account-transactions/";
+};
+//# sourceMappingURL=constants.d.ts.map

package/dist/services/cash_accounts/transactions/constants.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"constants.d.ts","sourceRoot":"","sources":["../../../../src/services/cash_accounts/transactions/constants.ts"],"names":[],"mappings":"AAAA;;GAEG;AAGH,eAAO,MAAM,8BAA8B,YAAY,CAAC;AACxD,eAAO,MAAM,iCAAiC,eAAe,CAAC;AAC9D,eAAO,MAAM,uCAAuC,qBAAqB,CAAC;AAC1E,eAAO,MAAM,mCAAmC,iBAAiB,CAAC;AAClE,eAAO,MAAM,0BAA0B,QAAQ,CAAC;AAChD,eAAO,MAAM,+BAA+B,aAAa,CAAC;AAC1D,eAAO,MAAM,4BAA4B,eAAe,CAAC;AAGzD,eAAO,MAAM,wBAAwB;;;GAQpC,CAAC;AAGF,eAAO,MAAM,aAAa;;CAEhB,CAAC"}

package/dist/services/cash_accounts/transactions/constants.js

@@ -0,0 +1,25 @@
+/**
+ * Cash account transaction constants.
+ */
+// Transaction Type label constants
+export const TRANSACTION_TYPE_LABEL_DEPOSIT = 'Deposit';
+export const TRANSACTION_TYPE_LABEL_WITHDRAWAL = 'Withdrawal';
+export const TRANSACTION_TYPE_LABEL_TRADE_SETTLEMENT = 'Trade Settlement';
+export const TRANSACTION_TYPE_LABEL_DISTRIBUTION = 'Distribution';
+export const TRANSACTION_TYPE_LABEL_FEE = 'Fee';
+export const TRANSACTION_TYPE_LABEL_INTEREST = 'Interest';
+export const TRANSACTION_TYPE_LABEL_OTHER = 'Adjustment';
+// Transaction Type options
+export const TRANSACTION_TYPE_OPTIONS = [
+    { value: 'DEPOSIT', label: TRANSACTION_TYPE_LABEL_DEPOSIT },
+    { value: 'WITHDRAWAL', label: TRANSACTION_TYPE_LABEL_WITHDRAWAL },
+    { value: 'TRADE_SETTLEMENT', label: TRANSACTION_TYPE_LABEL_TRADE_SETTLEMENT },
+    { value: 'DISTRIBUTION', label: TRANSACTION_TYPE_LABEL_DISTRIBUTION },
+    { value: 'FEE', label: TRANSACTION_TYPE_LABEL_FEE },
+    { value: 'INTEREST', label: TRANSACTION_TYPE_LABEL_INTEREST },
+    { value: 'OTHER', label: TRANSACTION_TYPE_LABEL_OTHER },
+];
+// API Endpoints
+export const API_ENDPOINTS = {
+    CASH_ACCOUNT_TRANSACTIONS: '/api/cash-account-transactions/',
+};

package/dist/services/cash_accounts/transactions/index.d.ts

@@ -0,0 +1,4 @@
+export type { CashAccountTransaction, CashAccountTransactionQueryParams, TransactionSummary, TransactionType, PaginatedCashAccountTransactions, TRANSACTION_TYPE_DEPOSIT, TRANSACTION_TYPE_WITHDRAWAL, TRANSACTION_TYPE_TRADE_SETTLEMENT, TRANSACTION_TYPE_DISTRIBUTION, TRANSACTION_TYPE_FEE, TRANSACTION_TYPE_INTEREST, TRANSACTION_TYPE_OTHER, } from './types';
+export { getCashAccountTransactions, getCashAccountTransactionByUuid, getCashAccountTransactionsByAccount, getTransactionsByDateRange, getRecentTransactions, getTransactionTypeLabel, } from './service';
+export { TRANSACTION_TYPE_LABEL_DEPOSIT, TRANSACTION_TYPE_LABEL_WITHDRAWAL, TRANSACTION_TYPE_LABEL_TRADE_SETTLEMENT, TRANSACTION_TYPE_LABEL_DISTRIBUTION, TRANSACTION_TYPE_LABEL_FEE, TRANSACTION_TYPE_LABEL_INTEREST, TRANSACTION_TYPE_LABEL_OTHER, TRANSACTION_TYPE_OPTIONS, } from './constants';
+//# sourceMappingURL=index.d.ts.map

package/dist/services/cash_accounts/transactions/index.d.ts.map

@@ -0,0 +1 @@
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package/dist/services/cash_accounts/transactions/index.js

@@ -0,0 +1,4 @@
+// Export service functions
+export { getCashAccountTransactions, getCashAccountTransactionByUuid, getCashAccountTransactionsByAccount, getTransactionsByDateRange, getRecentTransactions, getTransactionTypeLabel, } from './service';
+// Export constants
+export { TRANSACTION_TYPE_LABEL_DEPOSIT, TRANSACTION_TYPE_LABEL_WITHDRAWAL, TRANSACTION_TYPE_LABEL_TRADE_SETTLEMENT, TRANSACTION_TYPE_LABEL_DISTRIBUTION, TRANSACTION_TYPE_LABEL_FEE, TRANSACTION_TYPE_LABEL_INTEREST, TRANSACTION_TYPE_LABEL_OTHER, TRANSACTION_TYPE_OPTIONS, } from './constants';

package/dist/services/cash_accounts/transactions/service.d.ts

@@ -0,0 +1,12 @@
+/**
+ * Cash account transaction API service functions.
+ */
+import type { CashAccountTransaction, CashAccountTransactionQueryParams, PaginatedCashAccountTransactions, TransactionType } from './types';
+export declare const getCashAccountTransactions: (params?: CashAccountTransactionQueryParams) => Promise<import("axios").AxiosResponse<PaginatedCashAccountTransactions, any>>;
+export declare const getCashAccountTransactionByUuid: (uuid: string) => Promise<import("axios").AxiosResponse<CashAccountTransaction, any>>;
+export declare const getCashAccountTransactionsByAccount: (cashAccountUuid: string, params?: Omit<CashAccountTransactionQueryParams, "cashAccount">) => Promise<import("axios").AxiosResponse<PaginatedCashAccountTransactions, any>>;
+export declare const getTransactionsByDateRange: (startDate: string, endDate: string, params?: Omit<CashAccountTransactionQueryParams, "startDate" | "endDate">) => Promise<import("axios").AxiosResponse<PaginatedCashAccountTransactions, any>>;
+export declare const getRecentTransactions: (days?: number, // Default to 30 days for recent transactions
+params?: CashAccountTransactionQueryParams) => Promise<import("axios").AxiosResponse<PaginatedCashAccountTransactions, any>>;
+export declare const getTransactionTypeLabel: (transactionType: TransactionType) => string;
+//# sourceMappingURL=service.d.ts.map

package/dist/services/cash_accounts/transactions/service.d.ts.map

@@ -0,0 +1 @@
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package/dist/services/cash_accounts/transactions/service.js

@@ -0,0 +1,66 @@
+/**
+ * Cash account transaction API service functions.
+ */
+import { webApiClient } from '../../../api/apiClient';
+import { API_ENDPOINTS } from './constants';
+export const getCashAccountTransactions = (params) => {
+    const queryParams = {};
+    if (params?.cashAccount) {
+        queryParams.cash_account = params.cashAccount;
+    }
+    if (params?.transactionType) {
+        queryParams.transaction_type = params.transactionType;
+    }
+    if (params?.startDate) {
+        queryParams.start_date = params.startDate;
+    }
+    if (params?.endDate) {
+        queryParams.end_date = params.endDate;
+    }
+    if (params?.minAmount !== undefined) {
+        queryParams.min_amount = params.minAmount.toString();
+    }
+    if (params?.maxAmount !== undefined) {
+        queryParams.max_amount = params.maxAmount.toString();
+    }
+    if (params?.orderBy) {
+        queryParams.order_by = params.orderBy;
+    }
+    return webApiClient.get(API_ENDPOINTS.CASH_ACCOUNT_TRANSACTIONS, {
+        params: queryParams,
+    });
+};
+export const getCashAccountTransactionByUuid = (uuid) => {
+    return webApiClient.get(`${API_ENDPOINTS.CASH_ACCOUNT_TRANSACTIONS}${uuid}/`);
+};
+export const getCashAccountTransactionsByAccount = (cashAccountUuid, params) => {
+    return getCashAccountTransactions({
+        ...params,
+        cashAccount: cashAccountUuid,
+    });
+};
+export const getTransactionsByDateRange = (startDate, endDate, params) => {
+    return getCashAccountTransactions({
+        ...params,
+        startDate,
+        endDate,
+    });
+};
+export const getRecentTransactions = (days = 30, // Default to 30 days for recent transactions
+params) => {
+    const endDate = new Date().toISOString().split('T')[0];
+    const startDate = new Date(Date.now() - days * 24 * 60 * 60 * 1000).toISOString().split('T')[0];
+    return getTransactionsByDateRange(startDate, endDate, params);
+};
+export const getTransactionTypeLabel = (transactionType) => {
+    const labels = {
+        DEPOSIT: 'Deposit',
+        WITHDRAWAL: 'Withdrawal',
+        TRADE_SETTLEMENT: 'Trade Settlement',
+        DISTRIBUTION: 'Distribution',
+        FEE: 'Fee',
+        INTEREST: 'Interest',
+        OTHER: 'Adjustment',
+    };
+    return labels[transactionType];
+};

package/dist/services/cash_accounts/transactions/types.d.ts

@@ -0,0 +1,38 @@
+/**
+ * Cash account transaction types and interfaces.
+ */
+import type { PaginatedResponse } from '../../../api/types';
+export type { PaginatedResponse } from '../../../api/types';
+export declare const TRANSACTION_TYPE_DEPOSIT = "DEPOSIT";
+export declare const TRANSACTION_TYPE_WITHDRAWAL = "WITHDRAWAL";
+export declare const TRANSACTION_TYPE_TRADE_SETTLEMENT = "TRADE_SETTLEMENT";
+export declare const TRANSACTION_TYPE_DISTRIBUTION = "DISTRIBUTION";
+export declare const TRANSACTION_TYPE_FEE = "FEE";
+export declare const TRANSACTION_TYPE_INTEREST = "INTEREST";
+export declare const TRANSACTION_TYPE_OTHER = "OTHER";
+export type TransactionType = typeof TRANSACTION_TYPE_DEPOSIT | typeof TRANSACTION_TYPE_WITHDRAWAL | typeof TRANSACTION_TYPE_TRADE_SETTLEMENT | typeof TRANSACTION_TYPE_DISTRIBUTION | typeof TRANSACTION_TYPE_FEE | typeof TRANSACTION_TYPE_INTEREST | typeof TRANSACTION_TYPE_OTHER;
+export interface CashAccountTransaction {
+    uuid: string;
+    cashAccount: string;
+    amount: string;
+    date: string;
+    transactionType: TransactionType;
+    reference: string;
+}
+export interface CashAccountTransactionQueryParams {
+    cashAccount?: string;
+    transactionType?: TransactionType;
+    startDate?: string;
+    endDate?: string;
+    minAmount?: number;
+    maxAmount?: number;
+    orderBy?: string;
+}
+export interface TransactionSummary {
+    totalDeposits: number;
+    totalWithdrawals: number;
+    netAmount: number;
+    transactionCount: number;
+}
+export type PaginatedCashAccountTransactions = PaginatedResponse<CashAccountTransaction>;
+//# sourceMappingURL=types.d.ts.map

package/dist/services/cash_accounts/transactions/types.d.ts.map

@@ -0,0 +1 @@
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package/dist/services/cash_accounts/transactions/types.js

@@ -0,0 +1,11 @@
+/**
+ * Cash account transaction types and interfaces.
+ */
+// Transaction type constants
+export const TRANSACTION_TYPE_DEPOSIT = 'DEPOSIT';
+export const TRANSACTION_TYPE_WITHDRAWAL = 'WITHDRAWAL';
+export const TRANSACTION_TYPE_TRADE_SETTLEMENT = 'TRADE_SETTLEMENT';
+export const TRANSACTION_TYPE_DISTRIBUTION = 'DISTRIBUTION';
+export const TRANSACTION_TYPE_FEE = 'FEE';
+export const TRANSACTION_TYPE_INTEREST = 'INTEREST';
+export const TRANSACTION_TYPE_OTHER = 'OTHER';

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

@@ -0,0 +1,24 @@
+/**
+ * Cash account types and interfaces.
+ */
+import type { PaginatedResponse } from '../../api/types';
+export type { PaginatedResponse } from '../../api/types';
+export type CurrencyCode = 'AUD' | 'USD' | 'EUR' | 'GBP' | 'CAD' | 'NZD' | 'SGD' | 'HKD' | 'JPY';
+export interface CashAccount {
+    uuid: string;
+    account: string;
+    accountNumber: string;
+    bsb?: string;
+    payid?: string;
+    currency: CurrencyCode;
+    balance: string;
+}
+export interface CashAccountQueryParams {
+    account?: string;
+    currency?: CurrencyCode;
+    minBalance?: number;
+    maxBalance?: number;
+    ordering?: string;
+}
+export type PaginatedCashAccounts = PaginatedResponse<CashAccount>;
+//# sourceMappingURL=types.d.ts.map

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

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package/dist/services/cash_accounts/types.js

@@ -0,0 +1,4 @@
+/**
+ * Cash account types and interfaces.
+ */
+export {};

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@cranberry-money/shared-services",
-  "version": "1.5.0",
+  "version": "1.6.0",
   "description": "Shared API services and client for MyPortfolio platform",
   "main": "dist/index.js",
   "types": "dist/index.d.ts",