@cranberry-money/shared-services 10.1.383 → 10.1.385

package/dist/index.d.ts

@@ -9,11 +9,8 @@ export { getAssets, getAssetByUuid, searchAssets, getAssetsByType } from './asse
 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, getPortfolioHoldings, addWalletToPortfolio, removeWalletFromPortfolio, } from './portfolios';
-export type { PortfolioHoldingsQueryParams } from './portfolios';
-export { getPortfolioSnapshots as getPortfolioSnapshotsTimeSeries } from './portfolios';
-export { getPortfolioSnapshots, getPortfolioSnapshotByUuid } from './portfolioSnapshots';
+export { getPortfolioAllocations, createAssetAllocation, updateAssetAllocation, deleteAssetAllocation, } from './portfolioAllocations';
+export { getPortfolios, createPortfolio, updatePortfolio, deletePortfolio, getPortfolioByUuid, getPortfolioSnapshots as getPortfolioSnapshotsTimeSeries, addWalletToPortfolio, removeWalletFromPortfolio, } from './portfolios';
 export { createTaxResidency, updateTaxResidency, deleteTaxResidency, getTaxResidencies } from './taxResidencies';
 export { createUserProfile, updateUserProfile, updateUserProfileCompletion, getUserProfiles, getCurrentUserProfile, } from './users';
 export { getIdentityVerificationToken, getIdentityVerificationStatus } from './identityVerification';
@@ -22,9 +19,8 @@ export { submitToWaitlist } from './waitlist';
 export { getWallets, getWalletByUuid, createWallet, updateWallet, deleteWallet } from './wallets';
 export { requestVerificationChallenge, verifyWalletSignature, syncWallet } from './wallet-verification';
 export { prepareTransfer, broadcastTransfer } from './wallet-transfers';
-export { getWalletBalances, getWalletHoldings, fetchBatchBalances } from './wallet-balances';
+export { getWalletHoldings, fetchBatchBalances } from './wallet-balances';
 export type { WalletHoldingsQueryParams } from './wallet-balances';
-export { getWalletSnapshots, getWalletSnapshotByUuid } from './wallet-snapshots';
 export { getTransactions, getTransactionByUuid, getWalletTransactions } from './transactions';
 export { getTransakWidgetUrl, getFiatTransactions, getFiatTransactionByUuid } from './fiat-transactions';
 //# sourceMappingURL=index.d.ts.map

package/dist/index.d.ts.map

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

@@ -14,10 +14,8 @@ export { getAssets, getAssetByUuid, searchAssets, getAssetsByType } from './asse
 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, getPortfolioHoldings, addWalletToPortfolio, removeWalletFromPortfolio, } from './portfolios';
-export { getPortfolioSnapshots as getPortfolioSnapshotsTimeSeries } from './portfolios';
-export { getPortfolioSnapshots, getPortfolioSnapshotByUuid } from './portfolioSnapshots';
+export { getPortfolioAllocations, createAssetAllocation, updateAssetAllocation, deleteAssetAllocation, } from './portfolioAllocations';
+export { getPortfolios, createPortfolio, updatePortfolio, deletePortfolio, getPortfolioByUuid, getPortfolioSnapshots as getPortfolioSnapshotsTimeSeries, addWalletToPortfolio, removeWalletFromPortfolio, } from './portfolios';
 export { createTaxResidency, updateTaxResidency, deleteTaxResidency, getTaxResidencies } from './taxResidencies';
 export { createUserProfile, updateUserProfile, updateUserProfileCompletion, getUserProfiles, getCurrentUserProfile, } from './users';
 export { getIdentityVerificationToken, getIdentityVerificationStatus } from './identityVerification';
@@ -30,9 +28,7 @@ export { requestVerificationChallenge, verifyWalletSignature, syncWallet } from
 // Wallet transfers
 export { prepareTransfer, broadcastTransfer } from './wallet-transfers';
 // Wallet balances and holdings
-export { getWalletBalances, getWalletHoldings, fetchBatchBalances } from './wallet-balances';
-// Wallet snapshots
-export { getWalletSnapshots, getWalletSnapshotByUuid } from './wallet-snapshots';
+export { getWalletHoldings, fetchBatchBalances } from './wallet-balances';
 // Blockchain transactions
 export { getTransactions, getTransactionByUuid, getWalletTransactions } from './transactions';
 // Fiat transactions (On-Ramp/Off-Ramp)

package/dist/index.js.map

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

@@ -1,7 +1,6 @@
 import { AxiosInstance } from 'axios';
-import type { AssetAllocation, AssetAllocationOverview, CreateAssetAllocation, UpdateAssetAllocation } from '@cranberry-money/shared-types';
+import type { AssetAllocation, CreateAssetAllocation, UpdateAssetAllocation } from '@cranberry-money/shared-types';
 export declare const getPortfolioAllocations: (apiClient: AxiosInstance, portfolioUuid: string) => Promise<import("axios").AxiosResponse<AssetAllocation[], any>>;
-export declare const getPortfolioAllocationsOverview: (apiClient: AxiosInstance, portfolioUuid: string) => Promise<import("axios").AxiosResponse<AssetAllocationOverview[], any>>;
 export declare const createAssetAllocation: (apiClient: AxiosInstance, data: CreateAssetAllocation) => Promise<import("axios").AxiosResponse<AssetAllocation, any>>;
 export declare const updateAssetAllocation: (apiClient: AxiosInstance, uuid: string, data: UpdateAssetAllocation) => Promise<import("axios").AxiosResponse<AssetAllocation, any>>;
 export declare const deleteAssetAllocation: (apiClient: AxiosInstance, uuid: string) => Promise<import("axios").AxiosResponse<void, any>>;

package/dist/portfolioAllocations.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"portfolioAllocations.d.ts","sourceRoot":"","sources":["../src/portfolioAllocations.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,aAAa,EAAE,MAAM,OAAO,CAAC;AAGtC,OAAO,KAAK,EAAE,eAAe,EAAE,qBAAqB,EAAE,qBAAqB,EAAE,MAAM,+BAA+B,CAAC;AAEnH,eAAO,MAAM,uBAAuB,GAAI,WAAW,aAAa,EAAE,eAAe,MAAM,mEAItF,CAAC;AAEF,eAAO,MAAM,qBAAqB,GAAI,WAAW,aAAa,EAAE,MAAM,qBAAqB,iEAE1F,CAAC;AAEF,eAAO,MAAM,qBAAqB,GAAI,WAAW,aAAa,EAAE,MAAM,MAAM,EAAE,MAAM,qBAAqB,iEAExG,CAAC;AAEF,eAAO,MAAM,qBAAqB,GAAI,WAAW,aAAa,EAAE,MAAM,MAAM,sDAE3E,CAAC"}

package/dist/portfolioAllocations.js

@@ -5,11 +5,6 @@ export const getPortfolioAllocations = (apiClient, portfolioUuid) => {
         params: { [QUERY_PARAM_ORDER_BY]: ORDER_BY_CREATED_AT },
     });
 };
-export const getPortfolioAllocationsOverview = (apiClient, portfolioUuid) => {
-    return apiClient.get(`${PORTFOLIO_ENDPOINTS.BASE}${portfolioUuid}/allocations-overview/`, {
-        params: { [QUERY_PARAM_ORDER_BY]: ORDER_BY_CREATED_AT },
-    });
-};
 export const createAssetAllocation = (apiClient, data) => {
     return apiClient.post(ASSET_ALLOCATION_ENDPOINTS.BASE, data);
 };

package/dist/portfolioAllocations.js.map

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

@@ -1,48 +1,13 @@
 import { AxiosInstance } from 'axios';
-import type { Portfolio, CreatePortfolio, UpdatePortfolio, PaginatedResponse, PortfolioHoldingsResponse, PortfolioSnapshot, PortfolioSnapshotQueryParams } from '@cranberry-money/shared-types';
+import type { Portfolio, CreatePortfolio, UpdatePortfolio, PaginatedResponse, 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>>;
-/**
- * Get portfolio snapshots for quantity tracking over time
- *
- * Note: Per business requirements, we track asset QUANTITIES only (not values/returns).
- * This endpoint provides historical quantity data for charting.
- * @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;
-}
-/**
- * Get aggregated holdings for a portfolio across all wallets
- * @param apiClient - Axios instance with authentication
- * @param portfolioUuid - Portfolio UUID
- * @param params - Optional query parameters
- * @returns Promise with aggregated portfolio holdings
- */
-export declare const getPortfolioHoldings: (apiClient: AxiosInstance, portfolioUuid: string, params?: PortfolioHoldingsQueryParams) => Promise<import("axios").AxiosResponse<PortfolioHoldingsResponse, any>>;
-/**
- * Add a wallet to a portfolio
- * @param apiClient - Axios instance with authentication
- * @param portfolioUuid - Portfolio UUID
- * @param walletUuid - Wallet UUID to add
- * @returns Promise with updated portfolio
- */
 export declare const addWalletToPortfolio: (apiClient: AxiosInstance, portfolioUuid: string, walletUuid: string) => Promise<import("axios").AxiosResponse<Portfolio, any>>;
-/**
- * Remove a wallet from a portfolio
- * @param apiClient - Axios instance with authentication
- * @param portfolioUuid - Portfolio UUID
- * @param walletUuid - Wallet UUID to remove
- * @returns Promise with updated portfolio
- */
 export declare const removeWalletFromPortfolio: (apiClient: AxiosInstance, portfolioUuid: string, walletUuid: string) => Promise<import("axios").AxiosResponse<Portfolio, any>>;
 export {};
 //# sourceMappingURL=portfolios.d.ts.map

package/dist/portfolios.d.ts.map

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

@@ -14,45 +14,10 @@ export const deletePortfolio = (apiClient, uuid) => {
 export const getPortfolioByUuid = (apiClient, uuid) => {
     return apiClient.get(`${PORTFOLIO_ENDPOINTS.BASE}${uuid}/`);
 };
-/**
- * Get portfolio snapshots for quantity tracking over time
- *
- * Note: Per business requirements, we track asset QUANTITIES only (not values/returns).
- * This endpoint provides historical quantity data for charting.
- * @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
- * @param portfolioUuid - Portfolio UUID
- * @param params - Optional query parameters
- * @returns Promise with aggregated portfolio holdings
- */
-export const getPortfolioHoldings = (apiClient, portfolioUuid, params) => apiClient.get(`${PORTFOLIO_ENDPOINTS.BASE}${portfolioUuid}/holdings/`, { params });
-// ============================================
-// Portfolio Wallet Management
-// ============================================
-/**
- * Add a wallet to a portfolio
- * @param apiClient - Axios instance with authentication
- * @param portfolioUuid - Portfolio UUID
- * @param walletUuid - Wallet UUID to add
- * @returns Promise with updated portfolio
- */
 export const addWalletToPortfolio = (apiClient, portfolioUuid, walletUuid) => apiClient.post(`${PORTFOLIO_ENDPOINTS.BASE}${portfolioUuid}/add-wallet/`, {
     walletUuid,
 });
-/**
- * Remove a wallet from a portfolio
- * @param apiClient - Axios instance with authentication
- * @param portfolioUuid - Portfolio UUID
- * @param walletUuid - Wallet UUID to remove
- * @returns Promise with updated portfolio
- */
 export const removeWalletFromPortfolio = (apiClient, portfolioUuid, walletUuid) => apiClient.post(`${PORTFOLIO_ENDPOINTS.BASE}${portfolioUuid}/remove-wallet/`, {
     walletUuid,
 });

package/dist/portfolios.js.map

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package/dist/wallet-balances.d.ts

@@ -1,19 +1,8 @@
-/**
- * Wallet balance and holdings operations
- */
 import { AxiosInstance } from 'axios';
-import type { WalletSnapshot, WalletHolding, PaginatedResponse, BatchBalanceResponse } from '@cranberry-money/shared-types';
-export declare const getWalletBalances: (apiClient: AxiosInstance, uuid: string) => Promise<import("axios").AxiosResponse<WalletSnapshot[], any>>;
+import type { WalletHolding, PaginatedResponse, BatchBalanceResponse } from '@cranberry-money/shared-types';
 export interface WalletHoldingsQueryParams {
     include_asset?: boolean;
 }
-/**
- * Get holdings for a specific wallet
- * @param apiClient - Axios instance with authentication
- * @param uuid - Wallet UUID
- * @param params - Optional query parameters
- * @returns Promise with paginated wallet holdings
- */
 export declare const getWalletHoldings: (apiClient: AxiosInstance, uuid: string, params?: WalletHoldingsQueryParams) => Promise<import("axios").AxiosResponse<PaginatedResponse<WalletHolding>, any>>;
 export declare const fetchBatchBalances: (apiClient: AxiosInstance, addresses: string[], chain?: "ETH" | "BTC") => Promise<BatchBalanceResponse>;
 //# sourceMappingURL=wallet-balances.d.ts.map

package/dist/wallet-balances.d.ts.map

@@ -1 +1 @@
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package/dist/wallet-balances.js

@@ -1,15 +1,4 @@
-/**
- * Wallet balance and holdings operations
- */
 import { getChainName } from '@cranberry-money/shared-constants';
-export const getWalletBalances = (apiClient, uuid) => apiClient.get(`/api/wallets/${uuid}/balances/`);
-/**
- * Get holdings for a specific wallet
- * @param apiClient - Axios instance with authentication
- * @param uuid - Wallet UUID
- * @param params - Optional query parameters
- * @returns Promise with paginated wallet holdings
- */
 export const getWalletHoldings = (apiClient, uuid, params) => apiClient.get(`/api/wallets/${uuid}/holdings/`, { params });
 export const fetchBatchBalances = async (apiClient, addresses, chain = 'ETH') => {
     if (addresses.length > 20) {

package/dist/wallet-balances.js.map

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

@@ -1,6 +1,6 @@
 {
   "name": "@cranberry-money/shared-services",
-  "version": "10.1.383",
+  "version": "10.1.385",
   "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": "^8.15.408",
-    "@cranberry-money/shared-types": "^8.22.383",
+    "@cranberry-money/shared-constants": "^8.15.410",
+    "@cranberry-money/shared-types": "^8.22.385",
     "axios": "^1.9.0"
   },
   "peerDependencies": {

package/dist/portfolioSnapshots.d.ts

@@ -1,12 +0,0 @@
-import { AxiosInstance } from 'axios';
-import type { PortfolioSnapshot, PortfolioSnapshotQueryParams } from '@cranberry-money/shared-types';
-export declare const getPortfolioSnapshots: (apiClient: AxiosInstance, params?: PortfolioSnapshotQueryParams) => Promise<{
-    data: {
-        count: number;
-        next: null;
-        previous: null;
-        results: PortfolioSnapshot[];
-    };
-}>;
-export declare const getPortfolioSnapshotByUuid: (apiClient: AxiosInstance, uuid: string) => Promise<import("axios").AxiosResponse<PortfolioSnapshot, any>>;
-//# sourceMappingURL=portfolioSnapshots.d.ts.map

package/dist/portfolioSnapshots.d.ts.map

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

@@ -1,27 +0,0 @@
-import { PORTFOLIO_SNAPSHOT_ENDPOINTS } from '@cranberry-money/shared-constants';
-export const getPortfolioSnapshots = async (apiClient, params) => {
-    let allSnapshots = [];
-    let nextUrl = PORTFOLIO_SNAPSHOT_ENDPOINTS.BASE;
-    let totalCount = 0;
-    while (nextUrl) {
-        const response = await apiClient.get(nextUrl, {
-            params: nextUrl === PORTFOLIO_SNAPSHOT_ENDPOINTS.BASE ? params : undefined,
-        });
-        const { results, next, count } = response.data;
-        allSnapshots = allSnapshots.concat(results);
-        nextUrl = next;
-        totalCount = count;
-    }
-    return {
-        data: {
-            count: totalCount,
-            next: null,
-            previous: null,
-            results: allSnapshots,
-        },
-    };
-};
-export const getPortfolioSnapshotByUuid = (apiClient, uuid) => {
-    return apiClient.get(PORTFOLIO_SNAPSHOT_ENDPOINTS.DETAIL(uuid));
-};
-//# sourceMappingURL=portfolioSnapshots.js.map

package/dist/portfolioSnapshots.js.map

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

@@ -1,8 +0,0 @@
-/**
- * Wallet snapshot operations
- */
-import { AxiosInstance } from 'axios';
-import type { WalletSnapshot, WalletSnapshotQueryParams, PaginatedResponse } from '@cranberry-money/shared-types';
-export declare const getWalletSnapshots: (apiClient: AxiosInstance, params?: WalletSnapshotQueryParams) => Promise<import("axios").AxiosResponse<PaginatedResponse<WalletSnapshot>, any>>;
-export declare const getWalletSnapshotByUuid: (apiClient: AxiosInstance, uuid: string) => Promise<import("axios").AxiosResponse<WalletSnapshot, any>>;
-//# sourceMappingURL=wallet-snapshots.d.ts.map

package/dist/wallet-snapshots.d.ts.map

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package/dist/wallet-snapshots.js

@@ -1,6 +0,0 @@
-/**
- * Wallet snapshot operations
- */
-export const getWalletSnapshots = (apiClient, params) => apiClient.get('/api/wallet-snapshots/', { params });
-export const getWalletSnapshotByUuid = (apiClient, uuid) => apiClient.get(`/api/wallet-snapshots/${uuid}/`);
-//# sourceMappingURL=wallet-snapshots.js.map

package/dist/wallet-snapshots.js.map

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