@cranberry-money/shared-services 1.8.0 → 1.9.0

package/dist/index.d.ts

@@ -17,6 +17,7 @@ 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

@@ -21,6 +21,7 @@ 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/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 @@
+{"version":3,"file":"constants.d.ts","sourceRoot":"","sources":["../../../src/services/portfolio_templates/constants.ts"],"names":[],"mappings":"AAAA;;GAEG;AAGH,eAAO,MAAM,aAAa;;;CAGhB,CAAC"}

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 @@
+{"version":3,"file":"service.d.ts","sourceRoot":"","sources":["../../../src/services/portfolio_templates/service.ts"],"names":[],"mappings":"AAEA,OAAO,KAAK,EACV,iBAAiB,EACjB,qBAAqB,EACrB,qBAAqB,EACrB,2BAA2B,EAC5B,MAAM,SAAS,CAAC;AAEjB,eAAO,MAAM,qBAAqB,gFAEjC,CAAC;AAEF,eAAO,MAAM,+BAA+B,sEAE3C,CAAC;AAEF,eAAO,MAAM,+BAA+B,GAAI,cAAc,MAAM,yEAEnE,CAAC;AAEF,eAAO,MAAM,sBAAsB,GAAI,cAAc,MAAM,uEAE1D,CAAC"}

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

@@ -0,0 +1 @@
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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": "1.8.0",
+  "version": "1.9.0",
   "description": "Shared API services and client for MyPortfolio platform",
   "main": "dist/index.js",
   "types": "dist/index.d.ts",