@cranberry-money/shared-services 10.1.363 → 10.1.365

package/dist/assetSnapshots.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"assetSnapshots.d.ts","sourceRoot":"","sources":["../src/assetSnapshots.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,aAAa,EAAE,MAAM,OAAO,CAAC;AACtC,OAAO,KAAK,EAAE,aAAa,EAAE,wBAAwB,EAAE,MAAM,+BAA+B,CAAC;AAG7F,eAAO,MAAM,iBAAiB,GAC5B,WAAW,aAAa,EACxB,WAAW,MAAM,EACjB,SAAS,wBAAwB,iEAGlC,CAAC;AAEF,eAAO,MAAM,sBAAsB,GACjC,WAAW,aAAa,EACxB,UAAU,KAAK,CAAC;IACd,SAAS,EAAE,MAAM,CAAC;IAClB,iBAAiB,CAAC,EAAE,MAAM,CAAC;IAC3B,eAAe,CAAC,EAAE,MAAM,CAAC;IACzB,SAAS,CAAC,EAAE,MAAM,CAAC;IACnB,SAAS,CAAC,EAAE,MAAM,CAAC;CACpB,CAAC,KACD,OAAO,CACR,KAAK,CAAC;IACJ,SAAS,EAAE,MAAM,CAAC;IAClB,IAAI,CAAC,EAAE,aAAa,EAAE,CAAC;IACvB,KAAK,CAAC,EAAE,MAAM,CAAC;CAChB,CAAC,CAoBH,CAAC"}

package/dist/assetSnapshots.js

@@ -14,7 +14,6 @@ export const getBatchAssetSnapshots = async (apiClient, requests) => {
             };
         }
         catch (error) {
-            console.error(`Failed to fetch snapshots for asset ${assetUuid}:`, error);
             return {
                 assetUuid,
                 error: error instanceof Error ? error.message : 'Failed to fetch data',

package/dist/assetSnapshots.js.map

@@ -1 +1 @@
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+{"version":3,"file":"assetSnapshots.js","sourceRoot":"","sources":["../src/assetSnapshots.ts"],"names":[],"mappings":"AAEA,OAAO,EAAE,eAAe,EAAE,MAAM,mCAAmC,CAAC;AAEpE,MAAM,CAAC,MAAM,iBAAiB,GAAG,KAAK,EACpC,SAAwB,EACxB,SAAiB,EACjB,MAAiC,EACjC,EAAE;IACF,OAAO,SAAS,CAAC,GAAG,CAAkB,GAAG,eAAe,CAAC,IAAI,GAAG,SAAS,aAAa,EAAE,EAAE,MAAM,EAAE,CAAC,CAAC;AACtG,CAAC,CAAC;AAEF,MAAM,CAAC,MAAM,sBAAsB,GAAG,KAAK,EACzC,SAAwB,EACxB,QAME,EAOF,EAAE;IACF,MAAM,QAAQ,GAAG,QAAQ,CAAC,GAAG,CAAC,KAAK,EAAE,EAAE,SAAS,EAAE,GAAG,MAAM,EAAE,EAAE,EAAE;QAC/D,IAAI,CAAC;YACH,MAAM,QAAQ,GAAG,MAAM,SAAS,CAAC,GAAG,CAAkB,GAAG,eAAe,CAAC,IAAI,GAAG,SAAS,aAAa,EAAE;gBACtG,MAAM;aACP,CAAC,CAAC;YACH,OAAO;gBACL,SAAS;gBACT,IAAI,EAAE,QAAQ,CAAC,IAAI;aACpB,CAAC;QACJ,CAAC;QAAC,OAAO,KAAK,EAAE,CAAC;YACf,OAAO;gBACL,SAAS;gBACT,KAAK,EAAE,KAAK,YAAY,KAAK,CAAC,CAAC,CAAC,KAAK,CAAC,OAAO,CAAC,CAAC,CAAC,sBAAsB;aACvE,CAAC;QACJ,CAAC;IACH,CAAC,CAAC,CAAC;IAEH,OAAO,OAAO,CAAC,GAAG,CAAC,QAAQ,CAAC,CAAC;AAC/B,CAAC,CAAC"}

package/dist/index.d.ts

@@ -10,8 +10,9 @@ export { getAssetSnapshots, getBatchAssetSnapshots } from './assetSnapshots';
 export { createFinancialProfile, updateFinancialProfile, deleteFinancialProfile, getFinancialProfiles, } from './financialProfile';
 export { getPortfolioTemplates, getRecommendedPortfolioTemplate, getPortfolioTemplateAllocations, applyPortfolioTemplate, } from './portfolioTemplates';
 export { getPortfolioAllocations, getPortfolioAllocationsOverview, createAssetAllocation, updateAssetAllocation, deleteAssetAllocation, } from './portfolioAllocations';
-export { getPortfolios, createPortfolio, updatePortfolio, deletePortfolio, getPortfolioByUuid, generateRebalancingOrders, getPortfolioPerformance, getPortfolioHoldings, addWalletToPortfolio, removeWalletFromPortfolio, } from './portfolios';
+export { getPortfolios, createPortfolio, updatePortfolio, deletePortfolio, getPortfolioByUuid, generateRebalancingOrders, getPortfolioPerformance, getPortfolioPeriodReturns, getPortfolioCashFlows, getPortfolioHoldings, addWalletToPortfolio, removeWalletFromPortfolio, } from './portfolios';
 export type { PortfolioHoldingsQueryParams } from './portfolios';
+export { getPortfolioSnapshots as getPortfolioSnapshotsTimeSeries } from './portfolios';
 export { getPortfolioSnapshots, getPortfolioSnapshotByUuid } from './portfolioSnapshots';
 export { getOrders, getOrderByUuid, createOrder, updateOrder, deleteOrder, approvePortfolioOrders, cleanPortfolioOrders, } from './orders';
 export { createTaxResidency, updateTaxResidency, deleteTaxResidency, getTaxResidencies } from './taxResidencies';

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,OAAO,EAAE,MAAM,EAAE,OAAO,EAAE,MAAM,EAAE,WAAW,EAAE,sBAAsB,EAAE,YAAY,EAAE,UAAU,EAAE,MAAM,QAAQ,CAAC;AAEhH,OAAO,EAAE,WAAW,EAAE,aAAa,EAAE,aAAa,EAAE,gBAAgB,EAAE,MAAM,iBAAiB,CAAC;AAE9F,OAAO,EAAE,YAAY,EAAE,gBAAgB,EAAE,qBAAqB,EAAE,eAAe,EAAE,MAAM,aAAa,CAAC;AAErG,OAAO,EAEL,mBAAmB,EACnB,mBAAmB,EACnB,yBAAyB,EACzB,0BAA0B,EAC1B,sBAAsB,EACtB,qBAAqB,EACrB,mBAAmB,EACnB,mBAAmB,EACnB,yBAAyB,EACzB,0BAA0B,EAC1B,wBAAwB,EACxB,eAAe,EACf,eAAe,EACf,qBAAqB,EACrB,sBAAsB,GACvB,MAAM,iCAAiC,CAAC;AACzC,YAAY,EAAE,sBAAsB,EAAE,sBAAsB,IAAI,YAAY,EAAE,MAAM,iCAAiC,CAAC;AAEtH,OAAO,EAEL,sBAAsB,EACtB,oBAAoB,EACpB,mBAAmB,EACnB,wBAAwB,EACxB,sBAAsB,GACvB,MAAM,+BAA+B,CAAC;AAEvC,OAAO,EAEL,wBAAwB,EACxB,sBAAsB,EACtB,qBAAqB,EACrB,0BAA0B,EAC1B,wBAAwB,GACzB,MAAM,iCAAiC,CAAC;AAEzC,OAAO,EAAE,SAAS,EAAE,cAAc,EAAE,YAAY,EAAE,eAAe,EAAE,MAAM,UAAU,CAAC;AAEpF,OAAO,EAAE,iBAAiB,EAAE,sBAAsB,EAAE,MAAM,kBAAkB,CAAC;AAE7E,OAAO,EACL,sBAAsB,EACtB,sBAAsB,EACtB,sBAAsB,EACtB,oBAAoB,GACrB,MAAM,oBAAoB,CAAC;AAE5B,OAAO,EACL,qBAAqB,EACrB,+BAA+B,EAC/B,+BAA+B,EAC/B,sBAAsB,GACvB,MAAM,sBAAsB,CAAC;AAE9B,OAAO,EACL,uBAAuB,EACvB,+BAA+B,EAC/B,qBAAqB,EACrB,qBAAqB,EACrB,qBAAqB,GACtB,MAAM,wBAAwB,CAAC;AAEhC,OAAO,EACL,aAAa,EACb,eAAe,EACf,eAAe,EACf,eAAe,EACf,kBAAkB,EAClB,yBAAyB,EACzB,uBAAuB,EACvB,yBAAyB,EACzB,qBAAqB,EACrB,oBAAoB,EACpB,oBAAoB,EACpB,yBAAyB,GAC1B,MAAM,cAAc,CAAC;AACtB,YAAY,EAAE,4BAA4B,EAAE,MAAM,cAAc,CAAC;AACjE,OAAO,EAAE,qBAAqB,IAAI,+BAA+B,EAAE,MAAM,cAAc,CAAC;AAExF,OAAO,EAAE,qBAAqB,EAAE,0BAA0B,EAAE,MAAM,sBAAsB,CAAC;AAEzF,OAAO,EACL,SAAS,EACT,cAAc,EACd,WAAW,EACX,WAAW,EACX,WAAW,EACX,sBAAsB,EACtB,oBAAoB,GACrB,MAAM,UAAU,CAAC;AAElB,OAAO,EAAE,kBAAkB,EAAE,kBAAkB,EAAE,kBAAkB,EAAE,iBAAiB,EAAE,MAAM,kBAAkB,CAAC;AAEjH,OAAO,EAAE,SAAS,EAAE,cAAc,EAAE,MAAM,UAAU,CAAC;AAErD,OAAO,EACL,iBAAiB,EACjB,iBAAiB,EACjB,2BAA2B,EAC3B,eAAe,EACf,qBAAqB,GACtB,MAAM,SAAS,CAAC;AAEjB,OAAO,EAAE,4BAA4B,EAAE,6BAA6B,EAAE,MAAM,wBAAwB,CAAC;AAErG,OAAO,EAAE,yBAAyB,EAAE,4BAA4B,EAAE,MAAM,mBAAmB,CAAC;AAE5F,OAAO,EACL,8BAA8B,EAC9B,gCAAgC,EAChC,gCAAgC,EAChC,mCAAmC,EACnC,gCAAgC,EAChC,uCAAuC,GACxC,MAAM,0BAA0B,CAAC;AAElC,OAAO,EACL,qBAAqB,EACrB,uBAAuB,EACvB,uBAAuB,EACvB,0BAA0B,EAC1B,uBAAuB,GACxB,MAAM,sBAAsB,CAAC;AAE9B,OAAO,EAAE,gBAAgB,EAAE,MAAM,YAAY,CAAC;AAG9C,OAAO,EAAE,UAAU,EAAE,eAAe,EAAE,YAAY,EAAE,YAAY,EAAE,YAAY,EAAE,MAAM,WAAW,CAAC;AAGlG,OAAO,EAAE,4BAA4B,EAAE,qBAAqB,EAAE,UAAU,EAAE,MAAM,uBAAuB,CAAC;AAGxG,OAAO,EAAE,eAAe,EAAE,iBAAiB,EAAE,MAAM,oBAAoB,CAAC;AAGxE,OAAO,EAAE,iBAAiB,EAAE,iBAAiB,EAAE,kBAAkB,EAAE,MAAM,mBAAmB,CAAC;AAC7F,YAAY,EAAE,yBAAyB,EAAE,MAAM,mBAAmB,CAAC;AAGnE,OAAO,EAAE,kBAAkB,EAAE,uBAAuB,EAAE,MAAM,oBAAoB,CAAC;AAGjF,OAAO,EAAE,eAAe,EAAE,oBAAoB,EAAE,qBAAqB,EAAE,MAAM,gBAAgB,CAAC;AAG9F,OAAO,EAAE,mBAAmB,EAAE,mBAAmB,EAAE,wBAAwB,EAAE,MAAM,qBAAqB,CAAC"}

package/dist/index.js

@@ -15,7 +15,8 @@ export { getAssetSnapshots, getBatchAssetSnapshots } from './assetSnapshots';
 export { createFinancialProfile, updateFinancialProfile, deleteFinancialProfile, getFinancialProfiles, } from './financialProfile';
 export { getPortfolioTemplates, getRecommendedPortfolioTemplate, getPortfolioTemplateAllocations, applyPortfolioTemplate, } from './portfolioTemplates';
 export { getPortfolioAllocations, getPortfolioAllocationsOverview, createAssetAllocation, updateAssetAllocation, deleteAssetAllocation, } from './portfolioAllocations';
-export { getPortfolios, createPortfolio, updatePortfolio, deletePortfolio, getPortfolioByUuid, generateRebalancingOrders, getPortfolioPerformance, getPortfolioHoldings, addWalletToPortfolio, removeWalletFromPortfolio, } from './portfolios';
+export { getPortfolios, createPortfolio, updatePortfolio, deletePortfolio, getPortfolioByUuid, generateRebalancingOrders, getPortfolioPerformance, getPortfolioPeriodReturns, getPortfolioCashFlows, getPortfolioHoldings, addWalletToPortfolio, removeWalletFromPortfolio, } from './portfolios';
+export { getPortfolioSnapshots as getPortfolioSnapshotsTimeSeries } from './portfolios';
 export { getPortfolioSnapshots, getPortfolioSnapshotByUuid } from './portfolioSnapshots';
 export { getOrders, getOrderByUuid, createOrder, updateOrder, deleteOrder, approvePortfolioOrders, cleanPortfolioOrders, } from './orders';
 export { createTaxResidency, updateTaxResidency, deleteTaxResidency, getTaxResidencies } from './taxResidencies';

package/dist/index.js.map

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

@@ -1,5 +1,5 @@
 import { AxiosInstance } from 'axios';
-import type { Portfolio, CreatePortfolio, UpdatePortfolio, RebalancingOrdersGenerationResponse, PaginatedResponse, PortfolioPerformanceResponse, PortfolioHoldingsResponse } from '@cranberry-money/shared-types';
+import type { Portfolio, CreatePortfolio, UpdatePortfolio, RebalancingOrdersGenerationResponse, PaginatedResponse, PortfolioHoldingsResponse, PortfolioPerformance, PerformanceQueryParams, PeriodReturn, PeriodReturnQueryParams, PortfolioCashFlow, CashFlowQueryParams, PortfolioSnapshot, PortfolioSnapshotQueryParams } from '@cranberry-money/shared-types';
 type PaginatedPortfolios = PaginatedResponse<Portfolio>;
 export declare const getPortfolios: (apiClient: AxiosInstance) => Promise<import("axios").AxiosResponse<PaginatedPortfolios, any>>;
 export declare const createPortfolio: (apiClient: AxiosInstance, data: CreatePortfolio) => Promise<import("axios").AxiosResponse<Portfolio, any>>;
@@ -7,7 +7,38 @@ export declare const updatePortfolio: (apiClient: AxiosInstance, uuid: string, d
 export declare const deletePortfolio: (apiClient: AxiosInstance, uuid: string) => Promise<import("axios").AxiosResponse<any, any>>;
 export declare const getPortfolioByUuid: (apiClient: AxiosInstance, uuid: string) => Promise<import("axios").AxiosResponse<Portfolio, any>>;
 export declare const generateRebalancingOrders: (apiClient: AxiosInstance, portfolioUuid: string) => Promise<import("axios").AxiosResponse<RebalancingOrdersGenerationResponse, any>>;
-export declare const getPortfolioPerformance: (apiClient: AxiosInstance, portfolioUuid: string) => Promise<import("axios").AxiosResponse<PortfolioPerformanceResponse, any>>;
+/**
+ * Get comprehensive portfolio performance data
+ * @param apiClient - Axios instance with authentication
+ * @param portfolioUuid - Portfolio UUID
+ * @param params - Optional query parameters for including period returns and benchmarks
+ * @returns Promise with portfolio performance metrics
+ */
+export declare const getPortfolioPerformance: (apiClient: AxiosInstance, portfolioUuid: string, params?: PerformanceQueryParams) => Promise<import("axios").AxiosResponse<PortfolioPerformance, any>>;
+/**
+ * Get period-based returns for a portfolio
+ * @param apiClient - Axios instance with authentication
+ * @param portfolioUuid - Portfolio UUID
+ * @param params - Optional period and reference date parameters
+ * @returns Promise with period return data
+ */
+export declare const getPortfolioPeriodReturns: (apiClient: AxiosInstance, portfolioUuid: string, params?: PeriodReturnQueryParams) => Promise<import("axios").AxiosResponse<PeriodReturn[], any>>;
+/**
+ * Get cash flow history for a portfolio
+ * @param apiClient - Axios instance with authentication
+ * @param portfolioUuid - Portfolio UUID
+ * @param params - Optional filters for flow type, source, and date range
+ * @returns Promise with cash flow history
+ */
+export declare const getPortfolioCashFlows: (apiClient: AxiosInstance, portfolioUuid: string, params?: CashFlowQueryParams) => Promise<import("axios").AxiosResponse<PortfolioCashFlow[], any>>;
+/**
+ * Get portfolio snapshots for charting and historical analysis
+ * @param apiClient - Axios instance with authentication
+ * @param portfolioUuid - Portfolio UUID
+ * @param params - Optional filters for date range, snapshot reason, and limit
+ * @returns Promise with portfolio snapshots
+ */
+export declare const getPortfolioSnapshots: (apiClient: AxiosInstance, portfolioUuid: string, params?: PortfolioSnapshotQueryParams) => Promise<import("axios").AxiosResponse<PortfolioSnapshot[], any>>;
 export interface PortfolioHoldingsQueryParams {
     grouped_by_asset?: boolean;
 }

package/dist/portfolios.d.ts.map

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

@@ -17,9 +17,38 @@ export const getPortfolioByUuid = (apiClient, uuid) => {
 export const generateRebalancingOrders = (apiClient, portfolioUuid) => {
     return apiClient.post(`${PORTFOLIO_ENDPOINTS.BASE}${portfolioUuid}/generate-rebalancing-orders/`);
 };
-export const getPortfolioPerformance = (apiClient, portfolioUuid) => {
-    return apiClient.get(`${PORTFOLIO_ENDPOINTS.BASE}${portfolioUuid}/performance/`);
-};
+/**
+ * Get comprehensive portfolio performance data
+ * @param apiClient - Axios instance with authentication
+ * @param portfolioUuid - Portfolio UUID
+ * @param params - Optional query parameters for including period returns and benchmarks
+ * @returns Promise with portfolio performance metrics
+ */
+export const getPortfolioPerformance = (apiClient, portfolioUuid, params) => apiClient.get(`${PORTFOLIO_ENDPOINTS.BASE}${portfolioUuid}/performance/`, { params });
+/**
+ * Get period-based returns for a portfolio
+ * @param apiClient - Axios instance with authentication
+ * @param portfolioUuid - Portfolio UUID
+ * @param params - Optional period and reference date parameters
+ * @returns Promise with period return data
+ */
+export const getPortfolioPeriodReturns = (apiClient, portfolioUuid, params) => apiClient.get(`${PORTFOLIO_ENDPOINTS.BASE}${portfolioUuid}/period-returns/`, { params });
+/**
+ * Get cash flow history for a portfolio
+ * @param apiClient - Axios instance with authentication
+ * @param portfolioUuid - Portfolio UUID
+ * @param params - Optional filters for flow type, source, and date range
+ * @returns Promise with cash flow history
+ */
+export const getPortfolioCashFlows = (apiClient, portfolioUuid, params) => apiClient.get(`${PORTFOLIO_ENDPOINTS.BASE}${portfolioUuid}/cash-flows/`, { params });
+/**
+ * Get portfolio snapshots for charting and historical analysis
+ * @param apiClient - Axios instance with authentication
+ * @param portfolioUuid - Portfolio UUID
+ * @param params - Optional filters for date range, snapshot reason, and limit
+ * @returns Promise with portfolio snapshots
+ */
+export const getPortfolioSnapshots = (apiClient, portfolioUuid, params) => apiClient.get(`${PORTFOLIO_ENDPOINTS.BASE}${portfolioUuid}/snapshots/`, { params });
 /**
  * Get aggregated holdings for a portfolio across all wallets
  * @param apiClient - Axios instance with authentication

package/dist/portfolios.js.map

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

@@ -1,6 +1,6 @@
 {
   "name": "@cranberry-money/shared-services",
-  "version": "10.1.363",
+  "version": "10.1.365",
   "description": "Platform-agnostic API services with pure functions and dependency injection. Includes auth, portfolios, assets, 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": "^8.15.388",
-    "@cranberry-money/shared-types": "^8.22.363",
+    "@cranberry-money/shared-constants": "^8.15.390",
+    "@cranberry-money/shared-types": "^8.22.365",
     "axios": "^1.9.0"
   },
   "peerDependencies": {