@cranberry-money/shared-services 10.1.370 → 10.1.373

package/dist/index.d.ts

@@ -10,18 +10,14 @@ 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, getPortfolioPeriodReturns, getPortfolioCashFlows, getPortfolioHoldings, addWalletToPortfolio, removeWalletFromPortfolio, } from './portfolios';
+export { getPortfolios, createPortfolio, updatePortfolio, deletePortfolio, getPortfolioByUuid, 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';
-export { getTrades, getTradeByUuid } from './trades';
 export { createUserProfile, updateUserProfile, updateUserProfileCompletion, getUserProfiles, getCurrentUserProfile, } from './users';
 export { getIdentityVerificationToken, getIdentityVerificationStatus } from './identityVerification';
 export { getCurrentUserPreferences, upsertCurrentUserPreferences } from './userPreferences';
-export { getWithdrawalAssetLiquidations, createWithdrawalAssetLiquidation, updateWithdrawalAssetLiquidation, getWithdrawalAssetLiquidationByUuid, deleteWithdrawalAssetLiquidation, getAssetLiquidationsByWithdrawalRequest, } from './withdrawalLiquidations';
-export { getWithdrawalRequests, createWithdrawalRequest, updateWithdrawalRequest, getWithdrawalRequestByUuid, deleteWithdrawalRequest, } from './withdrawalRequests';
 export { submitToWaitlist } from './waitlist';
 export { getWallets, getWalletByUuid, createWallet, updateWallet, deleteWallet } from './wallets';
 export { requestVerificationChallenge, verifyWalletSignature, syncWallet } from './wallet-verification';

package/dist/index.d.ts.map

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

@@ -15,17 +15,13 @@ 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, getPortfolioPeriodReturns, getPortfolioCashFlows, getPortfolioHoldings, addWalletToPortfolio, removeWalletFromPortfolio, } from './portfolios';
+export { getPortfolios, createPortfolio, updatePortfolio, deletePortfolio, getPortfolioByUuid, 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';
-export { getTrades, getTradeByUuid } from './trades';
 export { createUserProfile, updateUserProfile, updateUserProfileCompletion, getUserProfiles, getCurrentUserProfile, } from './users';
 export { getIdentityVerificationToken, getIdentityVerificationStatus } from './identityVerification';
 export { getCurrentUserPreferences, upsertCurrentUserPreferences } from './userPreferences';
-export { getWithdrawalAssetLiquidations, createWithdrawalAssetLiquidation, updateWithdrawalAssetLiquidation, getWithdrawalAssetLiquidationByUuid, deleteWithdrawalAssetLiquidation, getAssetLiquidationsByWithdrawalRequest, } from './withdrawalLiquidations';
-export { getWithdrawalRequests, createWithdrawalRequest, updateWithdrawalRequest, getWithdrawalRequestByUuid, deleteWithdrawalRequest, } from './withdrawalRequests';
 export { submitToWaitlist } from './waitlist';
 // Wallet CRUD operations
 export { getWallets, getWalletByUuid, createWallet, updateWallet, deleteWallet } from './wallets';

package/dist/index.js.map

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

@@ -1,12 +1,11 @@
 import { AxiosInstance } from 'axios';
-import type { Portfolio, CreatePortfolio, UpdatePortfolio, RebalancingOrdersGenerationResponse, PaginatedResponse, PortfolioHoldingsResponse, PortfolioPerformance, PerformanceQueryParams, PeriodReturn, PeriodReturnQueryParams, PortfolioCashFlow, CashFlowQueryParams, PortfolioSnapshot, PortfolioSnapshotQueryParams } from '@cranberry-money/shared-types';
+import type { Portfolio, CreatePortfolio, UpdatePortfolio, 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>>;
 export declare const updatePortfolio: (apiClient: AxiosInstance, uuid: string, data: UpdatePortfolio) => Promise<import("axios").AxiosResponse<Portfolio, any>>;
 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>>;
 /**
  * Get comprehensive portfolio performance data
  * @param apiClient - Axios instance with authentication

package/dist/portfolios.d.ts.map

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

@@ -14,9 +14,6 @@ export const deletePortfolio = (apiClient, uuid) => {
 export const getPortfolioByUuid = (apiClient, uuid) => {
     return apiClient.get(`${PORTFOLIO_ENDPOINTS.BASE}${uuid}/`);
 };
-export const generateRebalancingOrders = (apiClient, portfolioUuid) => {
-    return apiClient.post(`${PORTFOLIO_ENDPOINTS.BASE}${portfolioUuid}/generate-rebalancing-orders/`);
-};
 /**
  * Get comprehensive portfolio performance data
  * @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": "10.1.370",
+  "version": "10.1.373",
   "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": "^8.15.395",
-    "@cranberry-money/shared-types": "^8.22.370",
+    "@cranberry-money/shared-constants": "^8.15.398",
+    "@cranberry-money/shared-types": "^8.22.373",
     "axios": "^1.9.0"
   },
   "peerDependencies": {

package/dist/orders.d.ts

@@ -1,12 +0,0 @@
-import { AxiosInstance } from 'axios';
-import type { Order, CreateOrder, UpdateOrder, OrderQueryParams, OrderApprovalResponse, OrderCleanResponse, PaginatedResponse } from '@cranberry-money/shared-types';
-type PaginatedOrders = PaginatedResponse<Order>;
-export declare const getOrders: (apiClient: AxiosInstance, params?: OrderQueryParams) => Promise<import("axios").AxiosResponse<PaginatedOrders, any>>;
-export declare const getOrderByUuid: (apiClient: AxiosInstance, uuid: string) => Promise<import("axios").AxiosResponse<Order, any>>;
-export declare const createOrder: (apiClient: AxiosInstance, data: CreateOrder) => Promise<import("axios").AxiosResponse<Order, any>>;
-export declare const updateOrder: (apiClient: AxiosInstance, uuid: string, data: UpdateOrder) => Promise<import("axios").AxiosResponse<Order, any>>;
-export declare const deleteOrder: (apiClient: AxiosInstance, uuid: string) => Promise<import("axios").AxiosResponse<any, any>>;
-export declare const approvePortfolioOrders: (apiClient: AxiosInstance, portfolioUuid: string) => Promise<import("axios").AxiosResponse<OrderApprovalResponse, any>>;
-export declare const cleanPortfolioOrders: (apiClient: AxiosInstance, portfolioUuid: string) => Promise<import("axios").AxiosResponse<OrderCleanResponse, any>>;
-export {};
-//# sourceMappingURL=orders.d.ts.map

package/dist/orders.d.ts.map

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

@@ -1,63 +0,0 @@
-import { ORDER_ENDPOINTS } from '@cranberry-money/shared-constants';
-export const getOrders = (apiClient, params) => {
-    const queryParams = {};
-    if (params?.portfolio) {
-        queryParams.portfolio = params.portfolio;
-    }
-    if (params?.asset) {
-        queryParams.asset = params.asset;
-    }
-    if (params?.action) {
-        queryParams.action = params.action;
-    }
-    if (params?.status) {
-        queryParams.status = params.status;
-    }
-    if (params?.start_date) {
-        queryParams.start_date = params.start_date;
-    }
-    if (params?.end_date) {
-        queryParams.end_date = params.end_date;
-    }
-    if (params?.min_price !== undefined) {
-        queryParams.min_price = params.min_price.toString();
-    }
-    if (params?.max_price !== undefined) {
-        queryParams.max_price = params.max_price.toString();
-    }
-    if (params?.min_value !== undefined) {
-        queryParams.min_value = params.min_value.toString();
-    }
-    if (params?.max_value !== undefined) {
-        queryParams.max_value = params.max_value.toString();
-    }
-    if (params?.search) {
-        queryParams.search = params.search;
-    }
-    return apiClient.get(ORDER_ENDPOINTS.BASE, {
-        params: queryParams,
-    });
-};
-export const getOrderByUuid = (apiClient, uuid) => {
-    return apiClient.get(`${ORDER_ENDPOINTS.BASE}${uuid}/`);
-};
-export const createOrder = (apiClient, data) => {
-    return apiClient.post(ORDER_ENDPOINTS.BASE, data);
-};
-export const updateOrder = (apiClient, uuid, data) => {
-    return apiClient.patch(`${ORDER_ENDPOINTS.BASE}${uuid}/`, data);
-};
-export const deleteOrder = (apiClient, uuid) => {
-    return apiClient.delete(`${ORDER_ENDPOINTS.BASE}${uuid}/`);
-};
-export const approvePortfolioOrders = (apiClient, portfolioUuid) => {
-    return apiClient.post(ORDER_ENDPOINTS.APPROVE_PORTFOLIO_ORDERS, {
-        portfolio_uuid: portfolioUuid,
-    });
-};
-export const cleanPortfolioOrders = (apiClient, portfolioUuid) => {
-    return apiClient.delete(ORDER_ENDPOINTS.CLEAN_PORTFOLIO_ORDERS, {
-        data: { portfolio_uuid: portfolioUuid },
-    });
-};
-//# sourceMappingURL=orders.js.map

package/dist/orders.js.map

@@ -1 +0,0 @@
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package/dist/trades.d.ts

@@ -1,7 +0,0 @@
-import { AxiosInstance } from 'axios';
-import type { Trade, TradeQueryParams, PaginatedResponse } from '@cranberry-money/shared-types';
-type PaginatedTrades = PaginatedResponse<Trade>;
-export declare const getTrades: (apiClient: AxiosInstance, params?: TradeQueryParams) => Promise<import("axios").AxiosResponse<PaginatedTrades, any>>;
-export declare const getTradeByUuid: (apiClient: AxiosInstance, uuid: string) => Promise<import("axios").AxiosResponse<Trade, any>>;
-export {};
-//# sourceMappingURL=trades.d.ts.map

package/dist/trades.d.ts.map

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

@@ -1,47 +0,0 @@
-import { TRADE_ENDPOINTS } from '@cranberry-money/shared-constants';
-export const getTrades = (apiClient, params) => {
-    const queryParams = {};
-    if (params?.portfolio) {
-        queryParams.portfolio = params.portfolio;
-    }
-    if (params?.asset) {
-        queryParams.asset = params.asset;
-    }
-    if (params?.action) {
-        queryParams.action = params.action;
-    }
-    if (params?.status) {
-        queryParams.status = params.status;
-    }
-    if (params?.currency) {
-        queryParams.currency = params.currency;
-    }
-    if (params?.start_date) {
-        queryParams.start_date = params.start_date;
-    }
-    if (params?.end_date) {
-        queryParams.end_date = params.end_date;
-    }
-    if (params?.settlement_start_date) {
-        queryParams.settlement_start_date = params.settlement_start_date;
-    }
-    if (params?.settlement_end_date) {
-        queryParams.settlement_end_date = params.settlement_end_date;
-    }
-    if (params?.min_price !== undefined) {
-        queryParams.min_price = params.min_price.toString();
-    }
-    if (params?.max_price !== undefined) {
-        queryParams.max_price = params.max_price.toString();
-    }
-    if (params?.order) {
-        queryParams.order = params.order;
-    }
-    return apiClient.get(TRADE_ENDPOINTS.BASE, {
-        params: queryParams,
-    });
-};
-export const getTradeByUuid = (apiClient, uuid) => {
-    return apiClient.get(`${TRADE_ENDPOINTS.BASE}${uuid}/`);
-};
-//# sourceMappingURL=trades.js.map

package/dist/trades.js.map

@@ -1 +0,0 @@
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package/dist/withdrawalLiquidations.d.ts

@@ -1,9 +0,0 @@
-import { AxiosInstance } from 'axios';
-import type { WithdrawalAssetLiquidation, CreateWithdrawalAssetLiquidation, UpdateWithdrawalAssetLiquidation, PaginatedResponse, FlexibleQueryParams } from '@cranberry-money/shared-types';
-export declare const getWithdrawalAssetLiquidations: (apiClient: AxiosInstance, params?: FlexibleQueryParams) => Promise<import("axios").AxiosResponse<PaginatedResponse<WithdrawalAssetLiquidation>, any>>;
-export declare const createWithdrawalAssetLiquidation: (apiClient: AxiosInstance, data: CreateWithdrawalAssetLiquidation) => Promise<import("axios").AxiosResponse<WithdrawalAssetLiquidation, any>>;
-export declare const updateWithdrawalAssetLiquidation: (apiClient: AxiosInstance, uuid: string, data: UpdateWithdrawalAssetLiquidation) => Promise<import("axios").AxiosResponse<WithdrawalAssetLiquidation, any>>;
-export declare const getWithdrawalAssetLiquidationByUuid: (apiClient: AxiosInstance, uuid: string) => Promise<import("axios").AxiosResponse<WithdrawalAssetLiquidation, any>>;
-export declare const deleteWithdrawalAssetLiquidation: (apiClient: AxiosInstance, uuid: string) => Promise<import("axios").AxiosResponse<void, any>>;
-export declare const getAssetLiquidationsByWithdrawalRequest: (apiClient: AxiosInstance, withdrawalRequestUuid: string) => Promise<import("axios").AxiosResponse<PaginatedResponse<WithdrawalAssetLiquidation>, any>>;
-//# sourceMappingURL=withdrawalLiquidations.d.ts.map

package/dist/withdrawalLiquidations.d.ts.map

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

@@ -1,62 +0,0 @@
-import { WITHDRAWAL_LIQUIDATION_ENDPOINTS } from '@cranberry-money/shared-constants';
-export const getWithdrawalAssetLiquidations = (apiClient, params) => {
-    const queryParams = {};
-    if (params?.withdrawal_request) {
-        queryParams.withdrawal_request = String(params.withdrawal_request);
-    }
-    if (params?.asset_holding) {
-        queryParams.asset_holding = String(params.asset_holding);
-    }
-    if (params?.liquidation_status) {
-        queryParams.liquidation_status = String(params.liquidation_status);
-    }
-    if (params?.target_completion_start_date) {
-        queryParams.target_completion_start_date = String(params.target_completion_start_date);
-    }
-    if (params?.target_completion_end_date) {
-        queryParams.target_completion_end_date = String(params.target_completion_end_date);
-    }
-    if (params?.expected_settlement_start_date) {
-        queryParams.expected_settlement_start_date = String(params.expected_settlement_start_date);
-    }
-    if (params?.expected_settlement_end_date) {
-        queryParams.expected_settlement_end_date = String(params.expected_settlement_end_date);
-    }
-    if (params?.target_trade) {
-        queryParams.target_trade = String(params.target_trade);
-    }
-    if (params?.min_value) {
-        queryParams.min_value = typeof params.min_value === 'number' ? params.min_value : String(params.min_value);
-    }
-    if (params?.max_value) {
-        queryParams.max_value = typeof params.max_value === 'number' ? params.max_value : String(params.max_value);
-    }
-    if (params?.order_by) {
-        queryParams.order_by = params.order_by;
-    }
-    if (params?.page) {
-        queryParams.page = params.page;
-    }
-    if (params?.page_size) {
-        queryParams.page_size = params.page_size;
-    }
-    return apiClient.get(WITHDRAWAL_LIQUIDATION_ENDPOINTS.BASE, {
-        params: queryParams,
-    });
-};
-export const createWithdrawalAssetLiquidation = (apiClient, data) => {
-    return apiClient.post(WITHDRAWAL_LIQUIDATION_ENDPOINTS.BASE, data);
-};
-export const updateWithdrawalAssetLiquidation = (apiClient, uuid, data) => {
-    return apiClient.patch(`${WITHDRAWAL_LIQUIDATION_ENDPOINTS.BASE}${uuid}/`, data);
-};
-export const getWithdrawalAssetLiquidationByUuid = (apiClient, uuid) => {
-    return apiClient.get(`${WITHDRAWAL_LIQUIDATION_ENDPOINTS.BASE}${uuid}/`);
-};
-export const deleteWithdrawalAssetLiquidation = (apiClient, uuid) => {
-    return apiClient.delete(`${WITHDRAWAL_LIQUIDATION_ENDPOINTS.BASE}${uuid}/`);
-};
-export const getAssetLiquidationsByWithdrawalRequest = (apiClient, withdrawalRequestUuid) => {
-    return getWithdrawalAssetLiquidations(apiClient, { withdrawal_request: withdrawalRequestUuid });
-};
-//# sourceMappingURL=withdrawalLiquidations.js.map

package/dist/withdrawalLiquidations.js.map

@@ -1 +0,0 @@
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package/dist/withdrawalRequests.d.ts

@@ -1,8 +0,0 @@
-import { AxiosInstance } from 'axios';
-import type { WithdrawalRequest, CreateWithdrawalRequest, UpdateWithdrawalRequest, PaginatedResponse, FlexibleQueryParams } from '@cranberry-money/shared-types';
-export declare const getWithdrawalRequests: (apiClient: AxiosInstance, params?: FlexibleQueryParams) => Promise<import("axios").AxiosResponse<PaginatedResponse<WithdrawalRequest>, any>>;
-export declare const createWithdrawalRequest: (apiClient: AxiosInstance, data: CreateWithdrawalRequest) => Promise<import("axios").AxiosResponse<WithdrawalRequest, any>>;
-export declare const updateWithdrawalRequest: (apiClient: AxiosInstance, uuid: string, data: UpdateWithdrawalRequest) => Promise<import("axios").AxiosResponse<WithdrawalRequest, any>>;
-export declare const getWithdrawalRequestByUuid: (apiClient: AxiosInstance, uuid: string) => Promise<import("axios").AxiosResponse<WithdrawalRequest, any>>;
-export declare const deleteWithdrawalRequest: (apiClient: AxiosInstance, uuid: string) => Promise<import("axios").AxiosResponse<void, any>>;
-//# sourceMappingURL=withdrawalRequests.d.ts.map

package/dist/withdrawalRequests.d.ts.map

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

@@ -1,50 +0,0 @@
-import { WITHDRAWAL_REQUEST_ENDPOINTS } from '@cranberry-money/shared-constants';
-export const getWithdrawalRequests = (apiClient, params) => {
-    const queryParams = {};
-    if (params?.user_account) {
-        queryParams.user_account = String(params.user_account);
-    }
-    if (params?.status) {
-        queryParams.status = String(params.status);
-    }
-    if (params?.withdrawal_type) {
-        queryParams.withdrawal_type = String(params.withdrawal_type);
-    }
-    if (params?.start_date) {
-        queryParams.start_date = String(params.start_date);
-    }
-    if (params?.end_date) {
-        queryParams.end_date = String(params.end_date);
-    }
-    if (params?.min_amount) {
-        queryParams.min_amount = typeof params.min_amount === 'number' ? params.min_amount : String(params.min_amount);
-    }
-    if (params?.max_amount) {
-        queryParams.max_amount = typeof params.max_amount === 'number' ? params.max_amount : String(params.max_amount);
-    }
-    if (params?.order_by) {
-        queryParams.order_by = params.order_by;
-    }
-    if (params?.page) {
-        queryParams.page = params.page;
-    }
-    if (params?.page_size) {
-        queryParams.page_size = params.page_size;
-    }
-    return apiClient.get(WITHDRAWAL_REQUEST_ENDPOINTS.BASE, {
-        params: queryParams,
-    });
-};
-export const createWithdrawalRequest = (apiClient, data) => {
-    return apiClient.post(WITHDRAWAL_REQUEST_ENDPOINTS.BASE, data);
-};
-export const updateWithdrawalRequest = (apiClient, uuid, data) => {
-    return apiClient.patch(`${WITHDRAWAL_REQUEST_ENDPOINTS.BASE}${uuid}/`, data);
-};
-export const getWithdrawalRequestByUuid = (apiClient, uuid) => {
-    return apiClient.get(`${WITHDRAWAL_REQUEST_ENDPOINTS.BASE}${uuid}/`);
-};
-export const deleteWithdrawalRequest = (apiClient, uuid) => {
-    return apiClient.delete(`${WITHDRAWAL_REQUEST_ENDPOINTS.BASE}${uuid}/`);
-};
-//# sourceMappingURL=withdrawalRequests.js.map

package/dist/withdrawalRequests.js.map

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