@cranberry-money/shared-services 10.1.122 → 10.1.123

package/dist/index.d.ts

@@ -16,6 +16,7 @@ export { getPortfolioTemplates, getRecommendedPortfolioTemplate, getPortfolioTem
 export { getPortfolioAllocations, createAssetAllocation, updateAssetAllocation, deleteAssetAllocation, } from './portfolioAllocations';
 export { getAssetHoldings, getPortfolioHoldings, getAssetHoldingByUuid, getAssetHoldingSnapshots, getAssetHoldingSnapshotById, } from './portfolioHoldings';
 export { getPortfolios, createPortfolio, updatePortfolio, getPortfolioByUuid, generateRebalancingOrders, getPortfolioPerformance, } from './portfolios';
+export { getPortfolioSnapshots, getPortfolioSnapshotsByPortfolio, getPortfolioSnapshotByUuid, getPortfolioSnapshotsByDateRange, getRecentPortfolioSnapshots, getDailyPortfolioSnapshots, } from './portfolioSnapshots';
 export { getSectors, getSectorByUuid, searchSectors } from './sectors';
 export { getStockExchanges, getStockExchangeByUuid } from './stockExchanges';
 export { getOrders, getOrderByUuid, createOrder, updateOrder, deleteOrder, approvePortfolioOrders, cleanPortfolioOrders, } from './orders';

package/dist/index.d.ts.map

@@ -1 +1 @@
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package/dist/index.js

@@ -20,6 +20,7 @@ export { getPortfolioTemplates, getRecommendedPortfolioTemplate, getPortfolioTem
 export { getPortfolioAllocations, createAssetAllocation, updateAssetAllocation, deleteAssetAllocation, } from './portfolioAllocations';
 export { getAssetHoldings, getPortfolioHoldings, getAssetHoldingByUuid, getAssetHoldingSnapshots, getAssetHoldingSnapshotById, } from './portfolioHoldings';
 export { getPortfolios, createPortfolio, updatePortfolio, getPortfolioByUuid, generateRebalancingOrders, getPortfolioPerformance, } from './portfolios';
+export { getPortfolioSnapshots, getPortfolioSnapshotsByPortfolio, getPortfolioSnapshotByUuid, getPortfolioSnapshotsByDateRange, getRecentPortfolioSnapshots, getDailyPortfolioSnapshots, } from './portfolioSnapshots';
 export { getSectors, getSectorByUuid, searchSectors } from './sectors';
 export { getStockExchanges, getStockExchangeByUuid } from './stockExchanges';
 export { getOrders, getOrderByUuid, createOrder, updateOrder, deleteOrder, approvePortfolioOrders, cleanPortfolioOrders, } from './orders';

package/dist/index.js.map

@@ -1 +1 @@
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package/dist/portfolioSnapshots.d.ts

@@ -0,0 +1,11 @@
+import { AxiosInstance } from 'axios';
+import type { PortfolioSnapshot, PortfolioSnapshotQueryParams, PaginatedResponse } from '@cranberry-money/shared-types';
+type PaginatedPortfolioSnapshots = PaginatedResponse<PortfolioSnapshot>;
+export declare const getPortfolioSnapshots: (apiClient: AxiosInstance, params?: PortfolioSnapshotQueryParams) => Promise<import("axios").AxiosResponse<PaginatedPortfolioSnapshots, any>>;
+export declare const getPortfolioSnapshotsByPortfolio: (apiClient: AxiosInstance, portfolioUuid: string, params?: Omit<PortfolioSnapshotQueryParams, "portfolio">) => Promise<import("axios").AxiosResponse<PaginatedPortfolioSnapshots, any>>;
+export declare const getPortfolioSnapshotByUuid: (apiClient: AxiosInstance, uuid: string) => Promise<import("axios").AxiosResponse<PortfolioSnapshot, any>>;
+export declare const getPortfolioSnapshotsByDateRange: (apiClient: AxiosInstance, portfolioUuid: string, startDate: string, endDate: string, params?: Omit<PortfolioSnapshotQueryParams, "portfolio" | "start_date" | "end_date">) => Promise<import("axios").AxiosResponse<PaginatedPortfolioSnapshots, any>>;
+export declare const getRecentPortfolioSnapshots: (apiClient: AxiosInstance, portfolioUuid: string, days?: number, params?: Omit<PortfolioSnapshotQueryParams, "portfolio" | "start_date">) => Promise<import("axios").AxiosResponse<PaginatedPortfolioSnapshots, any>>;
+export declare const getDailyPortfolioSnapshots: (apiClient: AxiosInstance, portfolioUuid: string, params?: Omit<PortfolioSnapshotQueryParams, "portfolio" | "snapshot_reason">) => Promise<import("axios").AxiosResponse<PaginatedPortfolioSnapshots, any>>;
+export {};
+//# sourceMappingURL=portfolioSnapshots.d.ts.map

package/dist/portfolioSnapshots.d.ts.map

@@ -0,0 +1 @@
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package/dist/portfolioSnapshots.js

@@ -0,0 +1,40 @@
+import { PORTFOLIO_SNAPSHOT_ENDPOINTS } from '@cranberry-money/shared-constants';
+export const getPortfolioSnapshots = (apiClient, params) => {
+    return apiClient.get(PORTFOLIO_SNAPSHOT_ENDPOINTS.BASE, { params });
+};
+export const getPortfolioSnapshotsByPortfolio = (apiClient, portfolioUuid, params) => {
+    const queryParams = {
+        ...params,
+        portfolio: portfolioUuid,
+    };
+    return apiClient.get(PORTFOLIO_SNAPSHOT_ENDPOINTS.BASE, { params: queryParams });
+};
+export const getPortfolioSnapshotByUuid = (apiClient, uuid) => {
+    return apiClient.get(PORTFOLIO_SNAPSHOT_ENDPOINTS.DETAIL(uuid));
+};
+// Convenience function for getting snapshots by date range
+export const getPortfolioSnapshotsByDateRange = (apiClient, portfolioUuid, startDate, endDate, params) => {
+    return getPortfolioSnapshotsByPortfolio(apiClient, portfolioUuid, {
+        ...params,
+        start_date: startDate,
+        end_date: endDate,
+    });
+};
+// Convenience function for getting recent snapshots
+export const getRecentPortfolioSnapshots = (apiClient, portfolioUuid, days = 30, params) => {
+    const startDate = new Date();
+    startDate.setDate(startDate.getDate() - days);
+    return getPortfolioSnapshotsByPortfolio(apiClient, portfolioUuid, {
+        ...params,
+        start_date: startDate.toISOString().split('T')[0],
+        order_by: params?.order_by || '-snapshot_date',
+    });
+};
+// Convenience function for getting daily snapshots only
+export const getDailyPortfolioSnapshots = (apiClient, portfolioUuid, params) => {
+    return getPortfolioSnapshotsByPortfolio(apiClient, portfolioUuid, {
+        ...params,
+        snapshot_reason: 'DAILY',
+    });
+};
+//# sourceMappingURL=portfolioSnapshots.js.map

package/dist/portfolioSnapshots.js.map

@@ -0,0 +1 @@
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package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@cranberry-money/shared-services",
-  "version": "10.1.122",
+  "version": "10.1.123",
   "description": "Platform-agnostic API services with pure functions and dependency injection. Includes auth, portfolios, instruments, countries, sectors, and more.",
   "type": "module",
   "main": "dist/index.js",
@@ -29,8 +29,8 @@
     "prepublishOnly": "npm run clean && npm run typecheck && npm run build"
   },
   "dependencies": {
-    "@cranberry-money/shared-constants": "^8.15.147",
-    "@cranberry-money/shared-types": "^8.22.122",
+    "@cranberry-money/shared-constants": "^8.15.148",
+    "@cranberry-money/shared-types": "^8.22.123",
     "axios": "^1.9.0"
   },
   "peerDependencies": {