@cranberry-money/shared-services 1.7.0 → 1.9.0

package/dist/index.d.ts

@@ -15,7 +15,9 @@ 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 InstrumentsService from './services/instruments';
 export * as PortfoliosService from './services/portfolios';
+export * as PortfolioTemplatesService from './services/portfolio_templates';
 export * as UsersService from './services/users';
 export * as TradesService from './services/trades';
 export * as WithdrawalsService from './services/withdrawals';

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,kBAAkB,MAAM,wBAAwB,CAAC;AAC7D,OAAO,KAAK,iBAAiB,MAAM,uBAAuB,CAAC;AAC3D,OAAO,KAAK,yBAAyB,MAAM,gCAAgC,CAAC;AAC5E,OAAO,KAAK,YAAY,MAAM,kBAAkB,CAAC;AACjD,OAAO,KAAK,aAAa,MAAM,mBAAmB,CAAC;AACnD,OAAO,KAAK,kBAAkB,MAAM,wBAAwB,CAAC;AAG7D,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

@@ -19,7 +19,9 @@ 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 InstrumentsService from './services/instruments';
 export * as PortfoliosService from './services/portfolios';
+export * as PortfolioTemplatesService from './services/portfolio_templates';
 export * as UsersService from './services/users';
 export * as TradesService from './services/trades';
 export * as WithdrawalsService from './services/withdrawals';

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

@@ -0,0 +1,38 @@
+/**
+ * Instruments-related constants for the instruments domain
+ */
+export declare const API_ENDPOINTS: {
+    readonly INSTRUMENTS: "/api/instruments/";
+};
+export declare const INSTRUMENT_TYPE_ETF = "etf";
+export declare const INSTRUMENT_TYPE_FUND = "fund";
+export declare const INSTRUMENT_TYPE_STOCK = "stock";
+export type InstrumentType = typeof INSTRUMENT_TYPE_ETF | typeof INSTRUMENT_TYPE_FUND | typeof INSTRUMENT_TYPE_STOCK;
+export declare const INSTRUMENT_TYPE_LABELS: {
+    readonly etf: "ETF";
+    readonly fund: "Fund";
+    readonly stock: "Stock";
+};
+export declare const INSTRUMENT_TYPE_OPTIONS: readonly [{
+    readonly value: "etf";
+    readonly label: "ETF";
+}, {
+    readonly value: "fund";
+    readonly label: "Fund";
+}, {
+    readonly value: "stock";
+    readonly label: "Stock";
+}];
+export declare const INSTRUMENT_STATUS_ACTIVE = "active";
+export declare const INSTRUMENT_STATUS_INACTIVE = "inactive";
+export declare const INSTRUMENT_STATUS_SUSPENDED = "suspended";
+export type InstrumentStatus = typeof INSTRUMENT_STATUS_ACTIVE | typeof INSTRUMENT_STATUS_INACTIVE | typeof INSTRUMENT_STATUS_SUSPENDED;
+export declare const TRADING_STATUS_TRADING = "trading";
+export declare const TRADING_STATUS_HALTED = "halted";
+export declare const TRADING_STATUS_SUSPENDED = "suspended";
+export type TradingStatus = typeof TRADING_STATUS_TRADING | typeof TRADING_STATUS_HALTED | typeof TRADING_STATUS_SUSPENDED;
+export declare const CURRENCY_USD = "USD";
+export declare const CURRENCY_AUD = "AUD";
+export declare const CURRENCY_EUR = "EUR";
+export declare const CURRENCY_GBP = "GBP";
+//# sourceMappingURL=constants.d.ts.map

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

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package/dist/services/instruments/constants.js

@@ -0,0 +1,36 @@
+/**
+ * Instruments-related constants for the instruments domain
+ */
+// API endpoints for instruments
+export const API_ENDPOINTS = {
+    INSTRUMENTS: '/api/instruments/',
+};
+// Instrument type constants
+export const INSTRUMENT_TYPE_ETF = 'etf';
+export const INSTRUMENT_TYPE_FUND = 'fund';
+export const INSTRUMENT_TYPE_STOCK = 'stock';
+// Instrument type labels for display
+export const INSTRUMENT_TYPE_LABELS = {
+    [INSTRUMENT_TYPE_ETF]: 'ETF',
+    [INSTRUMENT_TYPE_FUND]: 'Fund',
+    [INSTRUMENT_TYPE_STOCK]: 'Stock',
+};
+// Instrument type options for dropdowns/forms
+export const INSTRUMENT_TYPE_OPTIONS = [
+    { value: INSTRUMENT_TYPE_ETF, label: 'ETF' },
+    { value: INSTRUMENT_TYPE_FUND, label: 'Fund' },
+    { value: INSTRUMENT_TYPE_STOCK, label: 'Stock' },
+];
+// Instrument status constants
+export const INSTRUMENT_STATUS_ACTIVE = 'active';
+export const INSTRUMENT_STATUS_INACTIVE = 'inactive';
+export const INSTRUMENT_STATUS_SUSPENDED = 'suspended';
+// Trading status constants
+export const TRADING_STATUS_TRADING = 'trading';
+export const TRADING_STATUS_HALTED = 'halted';
+export const TRADING_STATUS_SUSPENDED = 'suspended';
+// Currency constants commonly used with instruments
+export const CURRENCY_USD = 'USD';
+export const CURRENCY_AUD = 'AUD';
+export const CURRENCY_EUR = 'EUR';
+export const CURRENCY_GBP = 'GBP';

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

@@ -0,0 +1,5 @@
+export type { Instrument, InstrumentSnapshot, InstrumentReference, MarketData, InstrumentsQueryParams, PaginatedInstruments, InstrumentType, InstrumentStatus, TradingStatus, } from './types';
+export { getInstruments, getInstrumentByUuid, getInstrumentSnapshots, getInstrumentSnapshotsFiltered, getBatchInstrumentSnapshots, searchInstruments, getInstrumentsByExchange, getETFs, getFunds, } from './service';
+export { formatInstrumentPrice, getCurrencySymbol, getInstrumentType, formatInstrumentName, calculatePriceChange, formatPriceChange, isInstrumentTradeable, formatMarketCap, formatVolume, hasMarketData, } from './utils';
+export { API_ENDPOINTS, INSTRUMENT_TYPE_ETF, INSTRUMENT_TYPE_FUND, INSTRUMENT_TYPE_STOCK, INSTRUMENT_TYPE_LABELS, INSTRUMENT_TYPE_OPTIONS, INSTRUMENT_STATUS_ACTIVE, INSTRUMENT_STATUS_INACTIVE, INSTRUMENT_STATUS_SUSPENDED, TRADING_STATUS_TRADING, TRADING_STATUS_HALTED, TRADING_STATUS_SUSPENDED, CURRENCY_USD, CURRENCY_AUD, CURRENCY_EUR, CURRENCY_GBP, } from './constants';
+//# sourceMappingURL=index.d.ts.map

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

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

@@ -0,0 +1,6 @@
+// Export service functions
+export { getInstruments, getInstrumentByUuid, getInstrumentSnapshots, getInstrumentSnapshotsFiltered, getBatchInstrumentSnapshots, searchInstruments, getInstrumentsByExchange, getETFs, getFunds, } from './service';
+// Export utility functions
+export { formatInstrumentPrice, getCurrencySymbol, getInstrumentType, formatInstrumentName, calculatePriceChange, formatPriceChange, isInstrumentTradeable, formatMarketCap, formatVolume, hasMarketData, } from './utils';
+// Export constants
+export { API_ENDPOINTS, INSTRUMENT_TYPE_ETF, INSTRUMENT_TYPE_FUND, INSTRUMENT_TYPE_STOCK, INSTRUMENT_TYPE_LABELS, INSTRUMENT_TYPE_OPTIONS, INSTRUMENT_STATUS_ACTIVE, INSTRUMENT_STATUS_INACTIVE, INSTRUMENT_STATUS_SUSPENDED, TRADING_STATUS_TRADING, TRADING_STATUS_HALTED, TRADING_STATUS_SUSPENDED, CURRENCY_USD, CURRENCY_AUD, CURRENCY_EUR, CURRENCY_GBP, } from './constants';

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

@@ -0,0 +1,54 @@
+import type { Instrument, InstrumentSnapshot, InstrumentsQueryParams, PaginatedInstruments } from './types';
+/**
+ * Fetch list of instruments with optional filtering
+ */
+export declare const getInstruments: (params?: InstrumentsQueryParams) => Promise<import("axios").AxiosResponse<PaginatedInstruments, any>>;
+/**
+ * Get instrument details by UUID
+ */
+export declare const getInstrumentByUuid: (uuid: string) => Promise<import("axios").AxiosResponse<Instrument, any>>;
+/**
+ * Get instrument historical data/snapshots
+ */
+export declare const getInstrumentSnapshots: (instrumentUuid: string) => Promise<import("axios").AxiosResponse<InstrumentSnapshot[], any>>;
+/**
+ * Get instrument historical data/snapshots with date filtering
+ */
+export declare const getInstrumentSnapshotsFiltered: (instrumentUuid: string, params?: {
+    start_date?: string;
+    end_date?: string;
+    min_price?: number;
+    max_price?: number;
+}) => Promise<import("axios").AxiosResponse<InstrumentSnapshot[], any>>;
+/**
+ * Batch fetch snapshots for multiple instruments with date filtering
+ * This optimizes API calls by using Promise.all with proper error handling
+ */
+export declare const getBatchInstrumentSnapshots: (requests: Array<{
+    instrumentUuid: string;
+    start_date?: string;
+    end_date?: string;
+    min_price?: number;
+    max_price?: number;
+}>) => Promise<Array<{
+    instrumentUuid: string;
+    data?: InstrumentSnapshot[];
+    error?: string;
+}>>;
+/**
+ * Search instruments by symbol or name
+ */
+export declare const searchInstruments: (searchTerm: string, params?: Omit<InstrumentsQueryParams, "search">) => Promise<import("axios").AxiosResponse<PaginatedInstruments, any>>;
+/**
+ * Get instruments by exchange
+ */
+export declare const getInstrumentsByExchange: (exchangeUuid: string, params?: Omit<InstrumentsQueryParams, "exchange_uuid">) => Promise<import("axios").AxiosResponse<PaginatedInstruments, any>>;
+/**
+ * Get ETFs only
+ */
+export declare const getETFs: (params?: Omit<InstrumentsQueryParams, "is_etf">) => Promise<import("axios").AxiosResponse<PaginatedInstruments, any>>;
+/**
+ * Get mutual funds only
+ */
+export declare const getFunds: (params?: Omit<InstrumentsQueryParams, "is_fund">) => Promise<import("axios").AxiosResponse<PaginatedInstruments, any>>;
+//# sourceMappingURL=service.d.ts.map

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

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package/dist/services/instruments/service.js

@@ -0,0 +1,106 @@
+import { webApiClient } from '../../api/apiClient';
+import { API_ENDPOINTS } from './constants';
+/**
+ * Fetch list of instruments with optional filtering
+ */
+export const getInstruments = (params) => {
+    // Transform parameters for the API
+    const transformedParams = { ...params };
+    // Handle boolean values
+    if (params?.is_etf !== undefined) {
+        transformedParams.is_etf = params.is_etf;
+    }
+    if (params?.is_fund !== undefined) {
+        transformedParams.is_fund = params.is_fund;
+    }
+    // Handle price parameters - convert to strings for API
+    const apiParams = { ...transformedParams };
+    if (params?.min_price !== undefined) {
+        apiParams.min_price = params.min_price.toString();
+    }
+    if (params?.max_price !== undefined) {
+        apiParams.max_price = params.max_price.toString();
+    }
+    return webApiClient.get(API_ENDPOINTS.INSTRUMENTS, {
+        params: apiParams,
+    });
+};
+/**
+ * Get instrument details by UUID
+ */
+export const getInstrumentByUuid = (uuid) => {
+    return webApiClient.get(`${API_ENDPOINTS.INSTRUMENTS}${uuid}/`);
+};
+/**
+ * Get instrument historical data/snapshots
+ */
+export const getInstrumentSnapshots = (instrumentUuid) => {
+    return webApiClient.get(`${API_ENDPOINTS.INSTRUMENTS}${instrumentUuid}/snapshots/`);
+};
+/**
+ * Get instrument historical data/snapshots with date filtering
+ */
+export const getInstrumentSnapshotsFiltered = (instrumentUuid, params) => {
+    return webApiClient.get(`${API_ENDPOINTS.INSTRUMENTS}${instrumentUuid}/snapshots/`, {
+        params,
+    });
+};
+/**
+ * Batch fetch snapshots for multiple instruments with date filtering
+ * This optimizes API calls by using Promise.all with proper error handling
+ */
+export const getBatchInstrumentSnapshots = async (requests) => {
+    const promises = requests.map(async ({ instrumentUuid, ...params }) => {
+        try {
+            const response = await getInstrumentSnapshotsFiltered(instrumentUuid, params);
+            return {
+                instrumentUuid,
+                data: response.data,
+            };
+        }
+        catch (error) {
+            console.error(`Failed to fetch snapshots for instrument ${instrumentUuid}:`, error);
+            return {
+                instrumentUuid,
+                error: error instanceof Error ? error.message : 'Failed to fetch data',
+            };
+        }
+    });
+    return Promise.all(promises);
+};
+/**
+ * Search instruments by symbol or name
+ */
+export const searchInstruments = (searchTerm, params) => {
+    return getInstruments({
+        ...params,
+        search: searchTerm,
+    });
+};
+/**
+ * Get instruments by exchange
+ */
+export const getInstrumentsByExchange = (exchangeUuid, params) => {
+    return getInstruments({
+        ...params,
+        exchange_uuid: exchangeUuid,
+    });
+};
+/**
+ * Get ETFs only
+ */
+export const getETFs = (params) => {
+    return getInstruments({
+        ...params,
+        is_etf: true,
+    });
+};
+/**
+ * Get mutual funds only
+ */
+export const getFunds = (params) => {
+    return getInstruments({
+        ...params,
+        is_fund: true,
+    });
+};

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

@@ -0,0 +1,83 @@
+import type { PaginatedResponse, PaginationParams, OrderingParams } from '../../api/types';
+/**
+ * Core instrument entity
+ */
+export interface Instrument {
+    uuid: string;
+    exchange: string;
+    exchangeName: string;
+    country: string;
+    countryName: string;
+    industry: string;
+    industryName: string;
+    sector: string;
+    sectorName: string;
+    symbol: string;
+    name: string;
+    currentPrice: string;
+    currency: string | null;
+    isEtf: boolean;
+    isFund: boolean;
+    isActive: boolean;
+    isActivelyTrading: boolean;
+}
+/**
+ * Market data for instruments
+ */
+export interface MarketData {
+    pe: string | null;
+    eps: string | null;
+    volume: number;
+    dayLow: string | null;
+    dayHigh: string | null;
+    yearLow: string | null;
+    yearHigh: string | null;
+    avgVolume: number | null;
+    marketCap: string | null;
+    openPrice: string | null;
+    priceAvg50: string | null;
+    priceAvg200: string | null;
+    previousClose: string | null;
+    sharesOutstanding: number | null;
+}
+/**
+ * Instrument snapshot with historical price data
+ */
+export interface InstrumentSnapshot {
+    uuid: string;
+    price: string;
+    change: string;
+    changePercent: string;
+    marketData: MarketData;
+    sourceTimestamp: string;
+}
+/**
+ * Lightweight instrument reference used in some contexts
+ */
+export interface InstrumentReference {
+    uuid: string;
+    symbol: string;
+    name: string;
+}
+/**
+ * Query parameters for filtering instruments
+ */
+export interface InstrumentsQueryParams extends PaginationParams, OrderingParams {
+    uuid?: string;
+    symbol?: string;
+    name?: string;
+    exchange_uuid?: string;
+    exchange_short_name?: string;
+    portfolio_uuid?: string;
+    is_etf?: boolean;
+    is_fund?: boolean;
+    sector_uuid?: string;
+    industry_uuid?: string;
+    country_uuid?: string;
+    min_price?: number;
+    max_price?: number;
+    search?: string;
+}
+export type PaginatedInstruments = PaginatedResponse<Instrument>;
+export type { InstrumentType, InstrumentStatus, TradingStatus, } from './constants';
+//# sourceMappingURL=types.d.ts.map

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

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package/dist/services/instruments/types.js

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

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

@@ -0,0 +1,50 @@
+import type { Instrument, InstrumentSnapshot, MarketData } from './types';
+/**
+ * Format instrument price with currency symbol
+ */
+export declare const formatInstrumentPrice: (price: string, currency?: string | null) => string;
+/**
+ * Get currency symbol for display
+ */
+export declare const getCurrencySymbol: (currency?: string | null) => string;
+/**
+ * Determine instrument type based on flags
+ */
+export declare const getInstrumentType: (instrument: Instrument) => string;
+/**
+ * Format instrument display name with symbol
+ */
+export declare const formatInstrumentName: (instrument: Instrument) => string;
+/**
+ * Calculate price change from snapshot
+ */
+export declare const calculatePriceChange: (snapshot: InstrumentSnapshot) => {
+    change: number;
+    changePercent: number;
+    isPositive: boolean;
+};
+/**
+ * Format price change with appropriate color class
+ */
+export declare const formatPriceChange: (snapshot: InstrumentSnapshot) => {
+    changeText: string;
+    changePercentText: string;
+    colorClass: string;
+};
+/**
+ * Check if instrument is actively tradeable
+ */
+export declare const isInstrumentTradeable: (instrument: Instrument) => boolean;
+/**
+ * Format market cap value
+ */
+export declare const formatMarketCap: (marketData: MarketData) => string;
+/**
+ * Format trading volume
+ */
+export declare const formatVolume: (volume: number) => string;
+/**
+ * Check if market data is available
+ */
+export declare const hasMarketData: (marketData: MarketData) => boolean;
+//# sourceMappingURL=utils.d.ts.map

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

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package/dist/services/instruments/utils.js

@@ -0,0 +1,111 @@
+import { INSTRUMENT_TYPE_ETF, INSTRUMENT_TYPE_FUND, INSTRUMENT_TYPE_STOCK, CURRENCY_USD, CURRENCY_AUD, } from './constants';
+/**
+ * Format instrument price with currency symbol
+ */
+export const formatInstrumentPrice = (price, currency) => {
+    const numericPrice = parseFloat(price);
+    if (isNaN(numericPrice))
+        return price;
+    const currencySymbol = getCurrencySymbol(currency);
+    return `${currencySymbol}${numericPrice.toFixed(2)}`;
+};
+/**
+ * Get currency symbol for display
+ */
+export const getCurrencySymbol = (currency) => {
+    switch (currency) {
+        case CURRENCY_USD:
+            return '$';
+        case CURRENCY_AUD:
+            return 'A$';
+        case 'EUR':
+            return '€';
+        case 'GBP':
+            return '£';
+        default:
+            return '$'; // Default to USD symbol
+    }
+};
+/**
+ * Determine instrument type based on flags
+ */
+export const getInstrumentType = (instrument) => {
+    if (instrument.isEtf)
+        return INSTRUMENT_TYPE_ETF;
+    if (instrument.isFund)
+        return INSTRUMENT_TYPE_FUND;
+    return INSTRUMENT_TYPE_STOCK;
+};
+/**
+ * Format instrument display name with symbol
+ */
+export const formatInstrumentName = (instrument) => {
+    return `${instrument.symbol} - ${instrument.name}`;
+};
+/**
+ * Calculate price change from snapshot
+ */
+export const calculatePriceChange = (snapshot) => {
+    const change = parseFloat(snapshot.change);
+    const changePercent = parseFloat(snapshot.changePercent);
+    return {
+        change,
+        changePercent,
+        isPositive: change >= 0,
+    };
+};
+/**
+ * Format price change with appropriate color class
+ */
+export const formatPriceChange = (snapshot) => {
+    const { change, changePercent, isPositive } = calculatePriceChange(snapshot);
+    const changeText = `${isPositive ? '+' : ''}${change.toFixed(2)}`;
+    const changePercentText = `${isPositive ? '+' : ''}${changePercent.toFixed(2)}%`;
+    const colorClass = isPositive ? 'text-positive' : 'text-negative';
+    return {
+        changeText,
+        changePercentText,
+        colorClass,
+    };
+};
+/**
+ * Check if instrument is actively tradeable
+ */
+export const isInstrumentTradeable = (instrument) => {
+    return instrument.isActive && instrument.isActivelyTrading;
+};
+/**
+ * Format market cap value
+ */
+export const formatMarketCap = (marketData) => {
+    if (!marketData.marketCap)
+        return 'N/A';
+    const marketCap = parseFloat(marketData.marketCap);
+    if (isNaN(marketCap))
+        return 'N/A';
+    if (marketCap >= 1e12)
+        return `$${(marketCap / 1e12).toFixed(1)}T`;
+    if (marketCap >= 1e9)
+        return `$${(marketCap / 1e9).toFixed(1)}B`;
+    if (marketCap >= 1e6)
+        return `$${(marketCap / 1e6).toFixed(1)}M`;
+    return `$${marketCap.toFixed(0)}`;
+};
+/**
+ * Format trading volume
+ */
+export const formatVolume = (volume) => {
+    if (volume >= 1e9)
+        return `${(volume / 1e9).toFixed(1)}B`;
+    if (volume >= 1e6)
+        return `${(volume / 1e6).toFixed(1)}M`;
+    if (volume >= 1e3)
+        return `${(volume / 1e3).toFixed(1)}K`;
+    return volume.toString();
+};
+/**
+ * Check if market data is available
+ */
+export const hasMarketData = (marketData) => {
+    return Boolean(marketData.openPrice || marketData.dayHigh || marketData.dayLow || marketData.volume);
+};

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

@@ -0,0 +1,8 @@
+/**
+ * Portfolio templates API constants
+ */
+export declare const API_ENDPOINTS: {
+    readonly PORTFOLIO_TEMPLATES: "/api/portfolio-templates/";
+    readonly PORTFOLIO_TEMPLATES_RECOMMENDED: "/api/portfolio-templates/recommended/";
+};
+//# sourceMappingURL=constants.d.ts.map

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

@@ -0,0 +1 @@
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package/dist/services/portfolio_templates/constants.js

@@ -0,0 +1,8 @@
+/**
+ * Portfolio templates API constants
+ */
+// API Endpoints
+export const API_ENDPOINTS = {
+    PORTFOLIO_TEMPLATES: '/api/portfolio-templates/',
+    PORTFOLIO_TEMPLATES_RECOMMENDED: '/api/portfolio-templates/recommended/',
+};

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

@@ -0,0 +1,5 @@
+export * from './constants';
+export * from './types';
+export * from './service';
+export * from './utils';
+//# sourceMappingURL=index.d.ts.map

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

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

@@ -0,0 +1,5 @@
+// Portfolio templates domain exports
+export * from './constants';
+export * from './types';
+export * from './service';
+export * from './utils';

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

@@ -0,0 +1,6 @@
+import type { PortfolioTemplate, TargetAssetAllocation, ApplyTemplateResponse, PaginatedPortfolioTemplates } from './types';
+export declare const getPortfolioTemplates: () => Promise<import("axios").AxiosResponse<PaginatedPortfolioTemplates, any>>;
+export declare const getRecommendedPortfolioTemplate: () => Promise<import("axios").AxiosResponse<PortfolioTemplate, any>>;
+export declare const getPortfolioTemplateAllocations: (templateUuid: string) => Promise<import("axios").AxiosResponse<TargetAssetAllocation[], any>>;
+export declare const applyPortfolioTemplate: (templateUuid: string) => Promise<import("axios").AxiosResponse<ApplyTemplateResponse, any>>;
+//# sourceMappingURL=service.d.ts.map

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

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

@@ -0,0 +1,14 @@
+import { webApiClient } from '../../api/apiClient';
+import { API_ENDPOINTS } from './constants';
+export const getPortfolioTemplates = () => {
+    return webApiClient.get(API_ENDPOINTS.PORTFOLIO_TEMPLATES);
+};
+export const getRecommendedPortfolioTemplate = () => {
+    return webApiClient.get(API_ENDPOINTS.PORTFOLIO_TEMPLATES_RECOMMENDED);
+};
+export const getPortfolioTemplateAllocations = (templateUuid) => {
+    return webApiClient.get(`${API_ENDPOINTS.PORTFOLIO_TEMPLATES}${templateUuid}/allocations/`);
+};
+export const applyPortfolioTemplate = (templateUuid) => {
+    return webApiClient.post(`${API_ENDPOINTS.PORTFOLIO_TEMPLATES}${templateUuid}/apply/`, {});
+};

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

@@ -0,0 +1,49 @@
+import type { PaginatedResponse } from '../../api/types';
+export interface Instrument {
+    uuid: string;
+    symbol: string;
+    name: string;
+    instrumentType: string;
+    sector?: string;
+    stockExchange?: string;
+}
+export interface Portfolio {
+    uuid: string;
+    name: string;
+    description: string;
+    isActive: boolean;
+    createdAt?: string;
+    updatedAt?: string;
+}
+export interface PortfolioTemplate {
+    uuid: string;
+    name: string;
+    description: string;
+    isActive: boolean;
+    riskLevel: string;
+    createdAt?: string;
+    updatedAt?: string;
+}
+export interface TargetAssetAllocation {
+    uuid: string;
+    instrument: Instrument;
+    percentage: string;
+}
+export interface AssetAllocation {
+    instrument: {
+        symbol: string;
+        name: string;
+    };
+    percentage: string;
+}
+/**
+ * Response when applying a portfolio template
+ */
+export interface ApplyTemplateResponse {
+    success: boolean;
+    message: string;
+    portfolio: Portfolio;
+    allocations: AssetAllocation[];
+}
+export type PaginatedPortfolioTemplates = PaginatedResponse<PortfolioTemplate>;
+//# sourceMappingURL=types.d.ts.map

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

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package/dist/services/portfolio_templates/types.js

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

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

@@ -0,0 +1,8 @@
+export declare const calculateTotalAllocation: (allocations: {
+    percentage: string;
+}[]) => number;
+export declare const validateAllocationPercentages: (allocations: {
+    percentage: string;
+}[]) => boolean;
+export declare const formatRiskLevel: (riskLevel: string) => string;
+//# sourceMappingURL=utils.d.ts.map

package/dist/services/portfolio_templates/utils.d.ts.map

@@ -0,0 +1 @@
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package/dist/services/portfolio_templates/utils.js

@@ -0,0 +1,13 @@
+// Portfolio template utilities and helper functions
+export const calculateTotalAllocation = (allocations) => {
+    return allocations.reduce((total, allocation) => {
+        return total + parseFloat(allocation.percentage || '0');
+    }, 0);
+};
+export const validateAllocationPercentages = (allocations) => {
+    const total = calculateTotalAllocation(allocations);
+    return Math.abs(total - 100) < 0.01; // Allow for small floating point differences
+};
+export const formatRiskLevel = (riskLevel) => {
+    return riskLevel.charAt(0).toUpperCase() + riskLevel.slice(1).toLowerCase();
+};

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@cranberry-money/shared-services",
-  "version": "1.7.0",
+  "version": "1.9.0",
   "description": "Shared API services and client for MyPortfolio platform",
   "main": "dist/index.js",
   "types": "dist/index.d.ts",