@cranberry-money/shared-services 10.1.375 → 10.1.376
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/dist/index.d.ts +1 -1
- package/dist/index.d.ts.map +1 -1
- package/dist/index.js +1 -1
- package/dist/index.js.map +1 -1
- package/dist/portfolios.d.ts +5 -26
- package/dist/portfolios.d.ts.map +1 -1
- package/dist/portfolios.js +4 -25
- package/dist/portfolios.js.map +1 -1
- package/package.json +3 -3
package/dist/index.d.ts
CHANGED
|
@@ -10,7 +10,7 @@ export { getAssetSnapshots, getBatchAssetSnapshots } from './assetSnapshots';
|
|
|
10
10
|
export { createFinancialProfile, updateFinancialProfile, deleteFinancialProfile, getFinancialProfiles, } from './financialProfile';
|
|
11
11
|
export { getPortfolioTemplates, getRecommendedPortfolioTemplate, getPortfolioTemplateAllocations, applyPortfolioTemplate, } from './portfolioTemplates';
|
|
12
12
|
export { getPortfolioAllocations, getPortfolioAllocationsOverview, createAssetAllocation, updateAssetAllocation, deleteAssetAllocation, } from './portfolioAllocations';
|
|
13
|
-
export { getPortfolios, createPortfolio, updatePortfolio, deletePortfolio, getPortfolioByUuid,
|
|
13
|
+
export { getPortfolios, createPortfolio, updatePortfolio, deletePortfolio, getPortfolioByUuid, getPortfolioHoldings, addWalletToPortfolio, removeWalletFromPortfolio, } from './portfolios';
|
|
14
14
|
export type { PortfolioHoldingsQueryParams } from './portfolios';
|
|
15
15
|
export { getPortfolioSnapshots as getPortfolioSnapshotsTimeSeries } from './portfolios';
|
|
16
16
|
export { getPortfolioSnapshots, getPortfolioSnapshotByUuid } from './portfolioSnapshots';
|
package/dist/index.d.ts.map
CHANGED
|
@@ -1 +1 @@
|
|
|
1
|
-
{"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,
|
|
1
|
+
{"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,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,EAAE,kBAAkB,EAAE,kBAAkB,EAAE,kBAAkB,EAAE,iBAAiB,EAAE,MAAM,kBAAkB,CAAC;AAEjH,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,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
CHANGED
|
@@ -15,7 +15,7 @@ export { getAssetSnapshots, getBatchAssetSnapshots } from './assetSnapshots';
|
|
|
15
15
|
export { createFinancialProfile, updateFinancialProfile, deleteFinancialProfile, getFinancialProfiles, } from './financialProfile';
|
|
16
16
|
export { getPortfolioTemplates, getRecommendedPortfolioTemplate, getPortfolioTemplateAllocations, applyPortfolioTemplate, } from './portfolioTemplates';
|
|
17
17
|
export { getPortfolioAllocations, getPortfolioAllocationsOverview, createAssetAllocation, updateAssetAllocation, deleteAssetAllocation, } from './portfolioAllocations';
|
|
18
|
-
export { getPortfolios, createPortfolio, updatePortfolio, deletePortfolio, getPortfolioByUuid,
|
|
18
|
+
export { getPortfolios, createPortfolio, updatePortfolio, deletePortfolio, getPortfolioByUuid, getPortfolioHoldings, addWalletToPortfolio, removeWalletFromPortfolio, } from './portfolios';
|
|
19
19
|
export { getPortfolioSnapshots as getPortfolioSnapshotsTimeSeries } from './portfolios';
|
|
20
20
|
export { getPortfolioSnapshots, getPortfolioSnapshotByUuid } from './portfolioSnapshots';
|
|
21
21
|
export { createTaxResidency, updateTaxResidency, deleteTaxResidency, getTaxResidencies } from './taxResidencies';
|
package/dist/index.js.map
CHANGED
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"index.js","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;AACL,uBAAuB;AACvB,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;AAGzC,OAAO;AACL,qBAAqB;AACrB,sBAAsB,EACtB,oBAAoB,EACpB,mBAAmB,EACnB,wBAAwB,EACxB,sBAAsB,GACvB,MAAM,+BAA+B,CAAC;AAEvC,OAAO;AACL,uBAAuB;AACvB,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,
|
|
1
|
+
{"version":3,"file":"index.js","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;AACL,uBAAuB;AACvB,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;AAGzC,OAAO;AACL,qBAAqB;AACrB,sBAAsB,EACtB,oBAAoB,EACpB,mBAAmB,EACnB,wBAAwB,EACxB,sBAAsB,GACvB,MAAM,+BAA+B,CAAC;AAEvC,OAAO;AACL,uBAAuB;AACvB,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,oBAAoB,EACpB,oBAAoB,EACpB,yBAAyB,GAC1B,MAAM,cAAc,CAAC;AAEtB,OAAO,EAAE,qBAAqB,IAAI,+BAA+B,EAAE,MAAM,cAAc,CAAC;AAExF,OAAO,EAAE,qBAAqB,EAAE,0BAA0B,EAAE,MAAM,sBAAsB,CAAC;AAEzF,OAAO,EAAE,kBAAkB,EAAE,kBAAkB,EAAE,kBAAkB,EAAE,iBAAiB,EAAE,MAAM,kBAAkB,CAAC;AAEjH,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,EAAE,gBAAgB,EAAE,MAAM,YAAY,CAAC;AAE9C,yBAAyB;AACzB,OAAO,EAAE,UAAU,EAAE,eAAe,EAAE,YAAY,EAAE,YAAY,EAAE,YAAY,EAAE,MAAM,WAAW,CAAC;AAElG,sBAAsB;AACtB,OAAO,EAAE,4BAA4B,EAAE,qBAAqB,EAAE,UAAU,EAAE,MAAM,uBAAuB,CAAC;AAExG,mBAAmB;AACnB,OAAO,EAAE,eAAe,EAAE,iBAAiB,EAAE,MAAM,oBAAoB,CAAC;AAExE,+BAA+B;AAC/B,OAAO,EAAE,iBAAiB,EAAE,iBAAiB,EAAE,kBAAkB,EAAE,MAAM,mBAAmB,CAAC;AAG7F,mBAAmB;AACnB,OAAO,EAAE,kBAAkB,EAAE,uBAAuB,EAAE,MAAM,oBAAoB,CAAC;AAEjF,0BAA0B;AAC1B,OAAO,EAAE,eAAe,EAAE,oBAAoB,EAAE,qBAAqB,EAAE,MAAM,gBAAgB,CAAC;AAE9F,uCAAuC;AACvC,OAAO,EAAE,mBAAmB,EAAE,mBAAmB,EAAE,wBAAwB,EAAE,MAAM,qBAAqB,CAAC"}
|
package/dist/portfolios.d.ts
CHANGED
|
@@ -1,5 +1,5 @@
|
|
|
1
1
|
import { AxiosInstance } from 'axios';
|
|
2
|
-
import type { Portfolio, CreatePortfolio, UpdatePortfolio, PaginatedResponse, PortfolioHoldingsResponse,
|
|
2
|
+
import type { Portfolio, CreatePortfolio, UpdatePortfolio, PaginatedResponse, PortfolioHoldingsResponse, PortfolioSnapshot, PortfolioSnapshotQueryParams } from '@cranberry-money/shared-types';
|
|
3
3
|
type PaginatedPortfolios = PaginatedResponse<Portfolio>;
|
|
4
4
|
export declare const getPortfolios: (apiClient: AxiosInstance) => Promise<import("axios").AxiosResponse<PaginatedPortfolios, any>>;
|
|
5
5
|
export declare const createPortfolio: (apiClient: AxiosInstance, data: CreatePortfolio) => Promise<import("axios").AxiosResponse<Portfolio, any>>;
|
|
@@ -7,31 +7,10 @@ export declare const updatePortfolio: (apiClient: AxiosInstance, uuid: string, d
|
|
|
7
7
|
export declare const deletePortfolio: (apiClient: AxiosInstance, uuid: string) => Promise<import("axios").AxiosResponse<any, any>>;
|
|
8
8
|
export declare const getPortfolioByUuid: (apiClient: AxiosInstance, uuid: string) => Promise<import("axios").AxiosResponse<Portfolio, any>>;
|
|
9
9
|
/**
|
|
10
|
-
* Get
|
|
11
|
-
*
|
|
12
|
-
*
|
|
13
|
-
*
|
|
14
|
-
* @returns Promise with portfolio performance metrics
|
|
15
|
-
*/
|
|
16
|
-
export declare const getPortfolioPerformance: (apiClient: AxiosInstance, portfolioUuid: string, params?: PerformanceQueryParams) => Promise<import("axios").AxiosResponse<PortfolioPerformance, any>>;
|
|
17
|
-
/**
|
|
18
|
-
* Get period-based returns for a portfolio
|
|
19
|
-
* @param apiClient - Axios instance with authentication
|
|
20
|
-
* @param portfolioUuid - Portfolio UUID
|
|
21
|
-
* @param params - Optional period and reference date parameters
|
|
22
|
-
* @returns Promise with period return data
|
|
23
|
-
*/
|
|
24
|
-
export declare const getPortfolioPeriodReturns: (apiClient: AxiosInstance, portfolioUuid: string, params?: PeriodReturnQueryParams) => Promise<import("axios").AxiosResponse<PeriodReturn[], any>>;
|
|
25
|
-
/**
|
|
26
|
-
* Get cash flow history for a portfolio
|
|
27
|
-
* @param apiClient - Axios instance with authentication
|
|
28
|
-
* @param portfolioUuid - Portfolio UUID
|
|
29
|
-
* @param params - Optional filters for flow type, source, and date range
|
|
30
|
-
* @returns Promise with cash flow history
|
|
31
|
-
*/
|
|
32
|
-
export declare const getPortfolioCashFlows: (apiClient: AxiosInstance, portfolioUuid: string, params?: CashFlowQueryParams) => Promise<import("axios").AxiosResponse<PortfolioCashFlow[], any>>;
|
|
33
|
-
/**
|
|
34
|
-
* Get portfolio snapshots for charting and historical analysis
|
|
10
|
+
* Get portfolio snapshots for quantity tracking over time
|
|
11
|
+
*
|
|
12
|
+
* Note: Per business requirements, we track asset QUANTITIES only (not values/returns).
|
|
13
|
+
* This endpoint provides historical quantity data for charting.
|
|
35
14
|
* @param apiClient - Axios instance with authentication
|
|
36
15
|
* @param portfolioUuid - Portfolio UUID
|
|
37
16
|
* @param params - Optional filters for date range, snapshot reason, and limit
|
package/dist/portfolios.d.ts.map
CHANGED
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"portfolios.d.ts","sourceRoot":"","sources":["../src/portfolios.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,aAAa,EAAE,MAAM,OAAO,CAAC;AAEtC,OAAO,KAAK,EACV,SAAS,EACT,eAAe,EACf,eAAe,EACf,iBAAiB,EACjB,yBAAyB,EACzB,
|
|
1
|
+
{"version":3,"file":"portfolios.d.ts","sourceRoot":"","sources":["../src/portfolios.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,aAAa,EAAE,MAAM,OAAO,CAAC;AAEtC,OAAO,KAAK,EACV,SAAS,EACT,eAAe,EACf,eAAe,EACf,iBAAiB,EACjB,yBAAyB,EACzB,iBAAiB,EACjB,4BAA4B,EAC7B,MAAM,+BAA+B,CAAC;AAEvC,KAAK,mBAAmB,GAAG,iBAAiB,CAAC,SAAS,CAAC,CAAC;AAExD,eAAO,MAAM,aAAa,GAAI,WAAW,aAAa,qEAErD,CAAC;AAEF,eAAO,MAAM,eAAe,GAAI,WAAW,aAAa,EAAE,MAAM,eAAe,2DAE9E,CAAC;AAEF,eAAO,MAAM,eAAe,GAAI,WAAW,aAAa,EAAE,MAAM,MAAM,EAAE,MAAM,eAAe,2DAE5F,CAAC;AAEF,eAAO,MAAM,eAAe,GAAI,WAAW,aAAa,EAAE,MAAM,MAAM,qDAErE,CAAC;AAEF,eAAO,MAAM,kBAAkB,GAAI,WAAW,aAAa,EAAE,MAAM,MAAM,2DAExE,CAAC;AAEF;;;;;;;;;GASG;AACH,eAAO,MAAM,qBAAqB,GAChC,WAAW,aAAa,EACxB,eAAe,MAAM,EACrB,SAAS,4BAA4B,qEACsE,CAAC;AAM9G,MAAM,WAAW,4BAA4B;IAE3C,gBAAgB,CAAC,EAAE,OAAO,CAAC;CAC5B;AAED;;;;;;GAMG;AACH,eAAO,MAAM,oBAAoB,GAC/B,WAAW,aAAa,EACxB,eAAe,MAAM,EACrB,SAAS,4BAA4B,2EAC2E,CAAC;AAMnH;;;;;;GAMG;AACH,eAAO,MAAM,oBAAoB,GAAI,WAAW,aAAa,EAAE,eAAe,MAAM,EAAE,YAAY,MAAM,2DAGpG,CAAC;AAEL;;;;;;GAMG;AACH,eAAO,MAAM,yBAAyB,GAAI,WAAW,aAAa,EAAE,eAAe,MAAM,EAAE,YAAY,MAAM,2DAGzG,CAAC"}
|
package/dist/portfolios.js
CHANGED
|
@@ -15,31 +15,10 @@ export const getPortfolioByUuid = (apiClient, uuid) => {
|
|
|
15
15
|
return apiClient.get(`${PORTFOLIO_ENDPOINTS.BASE}${uuid}/`);
|
|
16
16
|
};
|
|
17
17
|
/**
|
|
18
|
-
* Get
|
|
19
|
-
*
|
|
20
|
-
*
|
|
21
|
-
*
|
|
22
|
-
* @returns Promise with portfolio performance metrics
|
|
23
|
-
*/
|
|
24
|
-
export const getPortfolioPerformance = (apiClient, portfolioUuid, params) => apiClient.get(`${PORTFOLIO_ENDPOINTS.BASE}${portfolioUuid}/performance/`, { params });
|
|
25
|
-
/**
|
|
26
|
-
* Get period-based returns for a portfolio
|
|
27
|
-
* @param apiClient - Axios instance with authentication
|
|
28
|
-
* @param portfolioUuid - Portfolio UUID
|
|
29
|
-
* @param params - Optional period and reference date parameters
|
|
30
|
-
* @returns Promise with period return data
|
|
31
|
-
*/
|
|
32
|
-
export const getPortfolioPeriodReturns = (apiClient, portfolioUuid, params) => apiClient.get(`${PORTFOLIO_ENDPOINTS.BASE}${portfolioUuid}/period-returns/`, { params });
|
|
33
|
-
/**
|
|
34
|
-
* Get cash flow history for a portfolio
|
|
35
|
-
* @param apiClient - Axios instance with authentication
|
|
36
|
-
* @param portfolioUuid - Portfolio UUID
|
|
37
|
-
* @param params - Optional filters for flow type, source, and date range
|
|
38
|
-
* @returns Promise with cash flow history
|
|
39
|
-
*/
|
|
40
|
-
export const getPortfolioCashFlows = (apiClient, portfolioUuid, params) => apiClient.get(`${PORTFOLIO_ENDPOINTS.BASE}${portfolioUuid}/cash-flows/`, { params });
|
|
41
|
-
/**
|
|
42
|
-
* Get portfolio snapshots for charting and historical analysis
|
|
18
|
+
* Get portfolio snapshots for quantity tracking over time
|
|
19
|
+
*
|
|
20
|
+
* Note: Per business requirements, we track asset QUANTITIES only (not values/returns).
|
|
21
|
+
* This endpoint provides historical quantity data for charting.
|
|
43
22
|
* @param apiClient - Axios instance with authentication
|
|
44
23
|
* @param portfolioUuid - Portfolio UUID
|
|
45
24
|
* @param params - Optional filters for date range, snapshot reason, and limit
|
package/dist/portfolios.js.map
CHANGED
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"portfolios.js","sourceRoot":"","sources":["../src/portfolios.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,mBAAmB,EAAE,MAAM,mCAAmC,CAAC;
|
|
1
|
+
{"version":3,"file":"portfolios.js","sourceRoot":"","sources":["../src/portfolios.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,mBAAmB,EAAE,MAAM,mCAAmC,CAAC;AAaxE,MAAM,CAAC,MAAM,aAAa,GAAG,CAAC,SAAwB,EAAE,EAAE;IACxD,OAAO,SAAS,CAAC,GAAG,CAAsB,mBAAmB,CAAC,IAAI,CAAC,CAAC;AACtE,CAAC,CAAC;AAEF,MAAM,CAAC,MAAM,eAAe,GAAG,CAAC,SAAwB,EAAE,IAAqB,EAAE,EAAE;IACjF,OAAO,SAAS,CAAC,IAAI,CAAY,mBAAmB,CAAC,IAAI,EAAE,IAAI,CAAC,CAAC;AACnE,CAAC,CAAC;AAEF,MAAM,CAAC,MAAM,eAAe,GAAG,CAAC,SAAwB,EAAE,IAAY,EAAE,IAAqB,EAAE,EAAE;IAC/F,OAAO,SAAS,CAAC,KAAK,CAAY,GAAG,mBAAmB,CAAC,IAAI,GAAG,IAAI,GAAG,EAAE,IAAI,CAAC,CAAC;AACjF,CAAC,CAAC;AAEF,MAAM,CAAC,MAAM,eAAe,GAAG,CAAC,SAAwB,EAAE,IAAY,EAAE,EAAE;IACxE,OAAO,SAAS,CAAC,MAAM,CAAC,GAAG,mBAAmB,CAAC,IAAI,GAAG,IAAI,GAAG,CAAC,CAAC;AACjE,CAAC,CAAC;AAEF,MAAM,CAAC,MAAM,kBAAkB,GAAG,CAAC,SAAwB,EAAE,IAAY,EAAE,EAAE;IAC3E,OAAO,SAAS,CAAC,GAAG,CAAY,GAAG,mBAAmB,CAAC,IAAI,GAAG,IAAI,GAAG,CAAC,CAAC;AACzE,CAAC,CAAC;AAEF;;;;;;;;;GASG;AACH,MAAM,CAAC,MAAM,qBAAqB,GAAG,CACnC,SAAwB,EACxB,aAAqB,EACrB,MAAqC,EACrC,EAAE,CAAC,SAAS,CAAC,GAAG,CAAsB,GAAG,mBAAmB,CAAC,IAAI,GAAG,aAAa,aAAa,EAAE,EAAE,MAAM,EAAE,CAAC,CAAC;AAW9G;;;;;;GAMG;AACH,MAAM,CAAC,MAAM,oBAAoB,GAAG,CAClC,SAAwB,EACxB,aAAqB,EACrB,MAAqC,EACrC,EAAE,CAAC,SAAS,CAAC,GAAG,CAA4B,GAAG,mBAAmB,CAAC,IAAI,GAAG,aAAa,YAAY,EAAE,EAAE,MAAM,EAAE,CAAC,CAAC;AAEnH,+CAA+C;AAC/C,8BAA8B;AAC9B,+CAA+C;AAE/C;;;;;;GAMG;AACH,MAAM,CAAC,MAAM,oBAAoB,GAAG,CAAC,SAAwB,EAAE,aAAqB,EAAE,UAAkB,EAAE,EAAE,CAC1G,SAAS,CAAC,IAAI,CAAY,GAAG,mBAAmB,CAAC,IAAI,GAAG,aAAa,cAAc,EAAE;IACnF,UAAU;CACX,CAAC,CAAC;AAEL;;;;;;GAMG;AACH,MAAM,CAAC,MAAM,yBAAyB,GAAG,CAAC,SAAwB,EAAE,aAAqB,EAAE,UAAkB,EAAE,EAAE,CAC/G,SAAS,CAAC,IAAI,CAAY,GAAG,mBAAmB,CAAC,IAAI,GAAG,aAAa,iBAAiB,EAAE;IACtF,UAAU;CACX,CAAC,CAAC"}
|
package/package.json
CHANGED
|
@@ -1,6 +1,6 @@
|
|
|
1
1
|
{
|
|
2
2
|
"name": "@cranberry-money/shared-services",
|
|
3
|
-
"version": "10.1.
|
|
3
|
+
"version": "10.1.376",
|
|
4
4
|
"description": "Platform-agnostic API services with pure functions and dependency injection. Includes auth, portfolios, assets, countries, sectors, and more.",
|
|
5
5
|
"type": "module",
|
|
6
6
|
"main": "dist/index.js",
|
|
@@ -29,8 +29,8 @@
|
|
|
29
29
|
"prepublishOnly": "npm run clean && npm run typecheck && npm run build"
|
|
30
30
|
},
|
|
31
31
|
"dependencies": {
|
|
32
|
-
"@cranberry-money/shared-constants": "^8.15.
|
|
33
|
-
"@cranberry-money/shared-types": "^8.22.
|
|
32
|
+
"@cranberry-money/shared-constants": "^8.15.401",
|
|
33
|
+
"@cranberry-money/shared-types": "^8.22.376",
|
|
34
34
|
"axios": "^1.9.0"
|
|
35
35
|
},
|
|
36
36
|
"peerDependencies": {
|