@cranberry-money/shared-services 4.0.0 → 8.0.0

package/dist/services/tax-residencies.js

@@ -1,179 +0,0 @@
-"use strict";
-/**
- * Tax Residency Services - Pure Functional Implementation
- *
- * Tax residency management operations as pure functions with explicit dependencies.
- * No global state, no side effects - everything is explicit and testable.
- */
-Object.defineProperty(exports, "__esModule", { value: true });
-exports.canHaveMultipleResidencies = exports.validateTaxIdentificationNumber = exports.formatTaxResidencyPeriod = exports.isTaxResidencyActive = exports.getTaxResidenciesByCountry = exports.getPrimaryTaxResidency = exports.getActiveTaxResidencies = exports.getUserTaxResidencies = exports.setPrimaryTaxResidency = exports.deleteTaxResidency = exports.updateTaxResidency = exports.createTaxResidency = exports.getTaxResidency = exports.getTaxResidencies = void 0;
-// Tax residency operations with explicit dependencies
-const getTaxResidencies = async ({ apiClient }, filters) => {
-    const params = {};
-    if (filters?.userProfile)
-        params.user_profile = filters.userProfile;
-    if (filters?.country)
-        params.country = filters.country;
-    if (filters?.isPrimary !== undefined)
-        params.is_primary = String(filters.isPrimary);
-    if (filters?.isActive !== undefined)
-        params.is_active = String(filters.isActive);
-    if (filters?.ordering) {
-        params.ordering = filters.ordering;
-    }
-    else {
-        // Default ordering: primary first, then by country name
-        params.ordering = '-is_primary,country';
-    }
-    return apiClient.get('/api/tax-residencies/', { params });
-};
-exports.getTaxResidencies = getTaxResidencies;
-const getTaxResidency = async ({ apiClient }, uuid) => {
-    if (!uuid?.trim()) {
-        throw new Error('Tax residency UUID is required');
-    }
-    return apiClient.get(`/api/tax-residencies/${uuid}/`);
-};
-exports.getTaxResidency = getTaxResidency;
-const createTaxResidency = async ({ apiClient }, data) => {
-    // Validation
-    if (!data.userProfile?.trim()) {
-        throw new Error('User profile UUID is required');
-    }
-    if (!data.country?.trim()) {
-        throw new Error('Country UUID is required');
-    }
-    if (!data.startDate?.trim()) {
-        throw new Error('Start date is required');
-    }
-    // Validate date format (YYYY-MM-DD)
-    const dateRegex = /^\d{4}-\d{2}-\d{2}$/;
-    if (!dateRegex.test(data.startDate)) {
-        throw new Error('Start date must be in YYYY-MM-DD format');
-    }
-    if (data.endDate && !dateRegex.test(data.endDate)) {
-        throw new Error('End date must be in YYYY-MM-DD format');
-    }
-    // Validate end date is after start date
-    if (data.endDate && new Date(data.endDate) <= new Date(data.startDate)) {
-        throw new Error('End date must be after start date');
-    }
-    return apiClient.post('/api/tax-residencies/', data);
-};
-exports.createTaxResidency = createTaxResidency;
-const updateTaxResidency = async ({ apiClient }, uuid, data) => {
-    if (!uuid?.trim()) {
-        throw new Error('Tax residency UUID is required');
-    }
-    // Validate date formats if provided
-    const dateRegex = /^\d{4}-\d{2}-\d{2}$/;
-    if (data.startDate && !dateRegex.test(data.startDate)) {
-        throw new Error('Start date must be in YYYY-MM-DD format');
-    }
-    if (data.endDate && !dateRegex.test(data.endDate)) {
-        throw new Error('End date must be in YYYY-MM-DD format');
-    }
-    return apiClient.patch(`/api/tax-residencies/${uuid}/`, data);
-};
-exports.updateTaxResidency = updateTaxResidency;
-const deleteTaxResidency = async ({ apiClient }, uuid) => {
-    if (!uuid?.trim()) {
-        throw new Error('Tax residency UUID is required');
-    }
-    await apiClient.delete(`/api/tax-residencies/${uuid}/`);
-};
-exports.deleteTaxResidency = deleteTaxResidency;
-const setPrimaryTaxResidency = async ({ apiClient }, uuid) => {
-    if (!uuid?.trim()) {
-        throw new Error('Tax residency UUID is required');
-    }
-    return apiClient.post(`/api/tax-residencies/${uuid}/set-primary/`, {});
-};
-exports.setPrimaryTaxResidency = setPrimaryTaxResidency;
-// Helper functions
-const getUserTaxResidencies = async ({ apiClient }, userProfileUuid) => {
-    if (!userProfileUuid?.trim()) {
-        throw new Error('User profile UUID is required');
-    }
-    return (0, exports.getTaxResidencies)({ apiClient }, {
-        userProfile: userProfileUuid,
-        ordering: '-is_primary,start_date',
-    });
-};
-exports.getUserTaxResidencies = getUserTaxResidencies;
-const getActiveTaxResidencies = async ({ apiClient }, userProfileUuid) => {
-    return (0, exports.getTaxResidencies)({ apiClient }, {
-        userProfile: userProfileUuid,
-        isActive: true,
-        ordering: '-is_primary,country',
-    });
-};
-exports.getActiveTaxResidencies = getActiveTaxResidencies;
-const getPrimaryTaxResidency = async ({ apiClient }, userProfileUuid) => {
-    if (!userProfileUuid?.trim()) {
-        throw new Error('User profile UUID is required');
-    }
-    const response = await (0, exports.getTaxResidencies)({ apiClient }, {
-        userProfile: userProfileUuid,
-        isPrimary: true,
-        isActive: true,
-    });
-    return response.results[0] || null;
-};
-exports.getPrimaryTaxResidency = getPrimaryTaxResidency;
-const getTaxResidenciesByCountry = async ({ apiClient }, countryUuid, userProfileUuid) => {
-    if (!countryUuid?.trim()) {
-        throw new Error('Country UUID is required');
-    }
-    return (0, exports.getTaxResidencies)({ apiClient }, {
-        country: countryUuid,
-        userProfile: userProfileUuid,
-        ordering: '-is_primary,start_date',
-    });
-};
-exports.getTaxResidenciesByCountry = getTaxResidenciesByCountry;
-// Utility functions
-const isTaxResidencyActive = (taxResidency) => {
-    if (!taxResidency.endDate)
-        return true;
-    return new Date(taxResidency.endDate) >= new Date();
-};
-exports.isTaxResidencyActive = isTaxResidencyActive;
-const formatTaxResidencyPeriod = (taxResidency) => {
-    const startDate = new Date(taxResidency.startDate).toLocaleDateString();
-    if (!taxResidency.endDate) {
-        return `Since ${startDate}`;
-    }
-    const endDate = new Date(taxResidency.endDate).toLocaleDateString();
-    return `${startDate} - ${endDate}`;
-};
-exports.formatTaxResidencyPeriod = formatTaxResidencyPeriod;
-const validateTaxIdentificationNumber = (tin, countryCode) => {
-    // Basic validation - can be enhanced with country-specific rules
-    if (!tin?.trim())
-        return false;
-    // Remove spaces and special characters
-    const cleanTin = tin.replace(/[\s-]/g, '');
-    // Country-specific validation rules (examples)
-    switch (countryCode) {
-        case 'AU':
-            // Australian TFN: 8 or 9 digits
-            return /^\d{8,9}$/.test(cleanTin);
-        case 'US':
-            // US SSN: 9 digits (XXX-XX-XXXX format)
-            return /^\d{9}$/.test(cleanTin);
-        case 'GB':
-            // UK NI Number: 2 letters, 6 digits, 1 letter
-            return /^[A-Z]{2}\d{6}[A-Z]$/.test(cleanTin.toUpperCase());
-        default:
-            // Generic validation: at least 6 alphanumeric characters
-            return /^[A-Z0-9]{6,}$/i.test(cleanTin);
-    }
-};
-exports.validateTaxIdentificationNumber = validateTaxIdentificationNumber;
-const canHaveMultipleResidencies = (countryCode) => {
-    // Some countries allow dual/multiple tax residencies
-    const multiResidencyCountries = ['AU', 'CA', 'NZ', 'GB', 'IE'];
-    return multiResidencyCountries.includes(countryCode);
-};
-exports.canHaveMultipleResidencies = canHaveMultipleResidencies;

package/dist/services/trades.d.ts

@@ -1,190 +0,0 @@
-/**
- * Trade Services - Pure Functional Implementation
- *
- * Complete trading system including Target Trades and Trade Sheets workflow.
- * No global state, no side effects - everything is explicit and testable.
- */
-import type { ApiClient } from '../api/functional-client';
-export type TradeAction = 'BUY' | 'SELL';
-export type TargetTradeStatus = 'PENDING' | 'APPROVED' | 'SUBMITTED' | 'CANCELLED' | 'EXPIRED';
-export type TradeStatus = 'EXECUTED' | 'SETTLED' | 'CANCELLED' | 'FAILED';
-export interface TargetTrade {
-    readonly uuid: string;
-    readonly targetTradesheet: string;
-    readonly instrument: string;
-    readonly instrumentSymbol: string;
-    readonly instrumentName: string;
-    readonly quantity: number;
-    readonly action: TradeAction;
-    readonly targetPrice: string;
-    readonly status: TargetTradeStatus;
-    readonly expiresAt: string | null;
-    readonly createdAt: string;
-    readonly updatedAt: string;
-}
-export interface TargetTradeSheet {
-    readonly uuid: string;
-    readonly portfolio: string;
-    readonly status: string;
-    readonly submittedAt: string | null;
-    readonly createdAt: string;
-    readonly updatedAt: string;
-}
-export interface TradeSheet {
-    readonly uuid: string;
-    readonly portfolio: string;
-    readonly target_sheet: string;
-    readonly created_at: string;
-    readonly updated_at: string;
-}
-export interface Trade {
-    readonly uuid: string;
-    readonly tradesheet: string;
-    readonly targetTrade: string | null;
-    readonly instrument: string;
-    readonly instrumentSymbol: string;
-    readonly instrumentName: string;
-    readonly quantity: number;
-    readonly action: TradeAction;
-    readonly executedPrice: string;
-    readonly executedDate: string;
-    readonly status: TradeStatus;
-    readonly settlementDate: string | null;
-    readonly currency: string | null;
-    readonly createdAt: string;
-    readonly updatedAt: string;
-}
-export interface TargetTradePayload {
-    readonly targetTradesheet: string;
-    readonly instrument: string;
-    readonly quantity: number;
-    readonly action: TradeAction;
-    readonly targetPrice: string | number;
-}
-export interface TargetTradeSheetPayload {
-    readonly portfolio: string;
-}
-export interface TargetTradeFilters {
-    readonly portfolio?: string;
-    readonly instrument?: string;
-    readonly action?: TradeAction;
-    readonly status?: TargetTradeStatus;
-    readonly start_date?: string;
-    readonly end_date?: string;
-    readonly min_price?: number;
-    readonly max_price?: number;
-}
-export interface TargetTradeSheetFilters {
-    readonly portfolio?: string;
-    readonly startDate?: string;
-    readonly endDate?: string;
-}
-export interface TradeFilters {
-    readonly portfolio?: string;
-    readonly instrument?: string;
-    readonly action?: TradeAction;
-    readonly status?: TradeStatus;
-    readonly currency?: string;
-    readonly start_date?: string;
-    readonly end_date?: string;
-    readonly settlement_start_date?: string;
-    readonly settlement_end_date?: string;
-    readonly min_price?: number;
-    readonly max_price?: number;
-    readonly tradesheet?: string;
-    readonly target_trade?: string;
-}
-export interface TradeSheetFilters {
-    readonly portfolio?: string;
-    readonly start_date?: string;
-    readonly end_date?: string;
-}
-export interface TargetTradeSheetApprovalResponse {
-    readonly uuid: string;
-    readonly status: string;
-    readonly approvedAt: string;
-    readonly approvedTradesCount: number;
-    readonly message?: string;
-}
-export interface TargetTradeSheetCleanResponse {
-    readonly uuid: string;
-    readonly status: string;
-    readonly deletedTradesCount: number;
-    readonly message?: string;
-}
-export interface PaginatedTargetTrades {
-    readonly results: TargetTrade[];
-    readonly count: number;
-    readonly next: string | null;
-    readonly previous: string | null;
-}
-export interface PaginatedTargetTradeSheets {
-    readonly results: TargetTradeSheet[];
-    readonly count: number;
-    readonly next: string | null;
-    readonly previous: string | null;
-}
-export interface PaginatedTrades {
-    readonly results: Trade[];
-    readonly count: number;
-    readonly next: string | null;
-    readonly previous: string | null;
-}
-export interface PaginatedTradeSheets {
-    readonly results: TradeSheet[];
-    readonly count: number;
-    readonly next: string | null;
-    readonly previous: string | null;
-}
-export declare const getTargetTrades: ({ apiClient }: {
-    apiClient: ApiClient;
-}, filters?: TargetTradeFilters) => Promise<PaginatedTargetTrades>;
-export declare const getTargetTrade: ({ apiClient }: {
-    apiClient: ApiClient;
-}, uuid: string) => Promise<TargetTrade>;
-export declare const createTargetTrade: ({ apiClient }: {
-    apiClient: ApiClient;
-}, data: TargetTradePayload) => Promise<TargetTrade>;
-export declare const updateTargetTrade: ({ apiClient }: {
-    apiClient: ApiClient;
-}, uuid: string, data: Partial<TargetTradePayload>) => Promise<TargetTrade>;
-export declare const deleteTargetTrade: ({ apiClient }: {
-    apiClient: ApiClient;
-}, uuid: string) => Promise<void>;
-export declare const getTargetTradeSheets: ({ apiClient }: {
-    apiClient: ApiClient;
-}, filters?: TargetTradeSheetFilters) => Promise<PaginatedTargetTradeSheets>;
-export declare const getTargetTradeSheet: ({ apiClient }: {
-    apiClient: ApiClient;
-}, uuid: string) => Promise<TargetTradeSheet>;
-export declare const createTargetTradeSheet: ({ apiClient }: {
-    apiClient: ApiClient;
-}, data: TargetTradeSheetPayload) => Promise<TargetTradeSheet>;
-export declare const updateTargetTradeSheet: ({ apiClient }: {
-    apiClient: ApiClient;
-}, uuid: string, data: Partial<TargetTradeSheetPayload>) => Promise<TargetTradeSheet>;
-export declare const deleteTargetTradeSheet: ({ apiClient }: {
-    apiClient: ApiClient;
-}, uuid: string) => Promise<void>;
-export declare const approveTargetTradeSheet: ({ apiClient }: {
-    apiClient: ApiClient;
-}, uuid: string) => Promise<TargetTradeSheetApprovalResponse>;
-export declare const cleanTargetTradeSheet: ({ apiClient }: {
-    apiClient: ApiClient;
-}, uuid: string) => Promise<TargetTradeSheetCleanResponse>;
-export declare const getOrCreateDraftTargetTradeSheet: ({ apiClient }: {
-    apiClient: ApiClient;
-}, portfolioUuid: string) => Promise<string>;
-export declare const getTrades: ({ apiClient }: {
-    apiClient: ApiClient;
-}, filters?: TradeFilters) => Promise<PaginatedTrades>;
-export declare const getTrade: ({ apiClient }: {
-    apiClient: ApiClient;
-}, uuid: string) => Promise<Trade>;
-export declare const getTradeSheets: ({ apiClient }: {
-    apiClient: ApiClient;
-}, filters?: TradeSheetFilters) => Promise<PaginatedTradeSheets>;
-export declare const getTradeSheet: ({ apiClient }: {
-    apiClient: ApiClient;
-}, uuid: string) => Promise<TradeSheet>;
-//# sourceMappingURL=trades.d.ts.map

package/dist/services/trades.d.ts.map

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

@@ -1,207 +0,0 @@
-"use strict";
-/**
- * Trade Services - Pure Functional Implementation
- *
- * Complete trading system including Target Trades and Trade Sheets workflow.
- * No global state, no side effects - everything is explicit and testable.
- */
-Object.defineProperty(exports, "__esModule", { value: true });
-exports.getTradeSheet = exports.getTradeSheets = exports.getTrade = exports.getTrades = exports.getOrCreateDraftTargetTradeSheet = exports.cleanTargetTradeSheet = exports.approveTargetTradeSheet = exports.deleteTargetTradeSheet = exports.updateTargetTradeSheet = exports.createTargetTradeSheet = exports.getTargetTradeSheet = exports.getTargetTradeSheets = exports.deleteTargetTrade = exports.updateTargetTrade = exports.createTargetTrade = exports.getTargetTrade = exports.getTargetTrades = void 0;
-// =============================================================================
-// TARGET TRADES OPERATIONS
-// =============================================================================
-const getTargetTrades = async ({ apiClient }, filters) => {
-    const params = {};
-    if (filters?.portfolio)
-        params.portfolio = filters.portfolio;
-    if (filters?.instrument)
-        params.instrument = filters.instrument;
-    if (filters?.action)
-        params.action = filters.action;
-    if (filters?.status)
-        params.status = filters.status;
-    if (filters?.start_date)
-        params.start_date = filters.start_date;
-    if (filters?.end_date)
-        params.end_date = filters.end_date;
-    if (filters?.min_price !== undefined)
-        params.min_price = String(filters.min_price);
-    if (filters?.max_price !== undefined)
-        params.max_price = String(filters.max_price);
-    return apiClient.get('/api/target-trades/', { params });
-};
-exports.getTargetTrades = getTargetTrades;
-const getTargetTrade = async ({ apiClient }, uuid) => {
-    if (!uuid?.trim()) {
-        throw new Error('Target trade UUID is required');
-    }
-    return apiClient.get(`/api/target-trades/${uuid}/`);
-};
-exports.getTargetTrade = getTargetTrade;
-const createTargetTrade = async ({ apiClient }, data) => {
-    if (!data.targetTradesheet?.trim()) {
-        throw new Error('Target trade sheet UUID is required');
-    }
-    if (!data.instrument?.trim()) {
-        throw new Error('Instrument UUID is required');
-    }
-    if (!data.quantity || data.quantity <= 0) {
-        throw new Error('Valid quantity is required');
-    }
-    const payload = {
-        ...data,
-        targetPrice: String(data.targetPrice),
-    };
-    return apiClient.post('/api/target-trades/', payload);
-};
-exports.createTargetTrade = createTargetTrade;
-const updateTargetTrade = async ({ apiClient }, uuid, data) => {
-    if (!uuid?.trim()) {
-        throw new Error('Target trade UUID is required');
-    }
-    const payload = data.targetPrice !== undefined
-        ? { ...data, targetPrice: String(data.targetPrice) }
-        : data;
-    return apiClient.patch(`/api/target-trades/${uuid}/`, payload);
-};
-exports.updateTargetTrade = updateTargetTrade;
-const deleteTargetTrade = async ({ apiClient }, uuid) => {
-    if (!uuid?.trim()) {
-        throw new Error('Target trade UUID is required');
-    }
-    await apiClient.delete(`/api/target-trades/${uuid}/`);
-};
-exports.deleteTargetTrade = deleteTargetTrade;
-// =============================================================================
-// TARGET TRADE SHEETS OPERATIONS
-// =============================================================================
-const getTargetTradeSheets = async ({ apiClient }, filters) => {
-    const params = {};
-    if (filters?.portfolio)
-        params.portfolio = filters.portfolio;
-    if (filters?.startDate)
-        params.start_date = filters.startDate;
-    if (filters?.endDate)
-        params.end_date = filters.endDate;
-    return apiClient.get('/api/target-trade-sheets/', { params });
-};
-exports.getTargetTradeSheets = getTargetTradeSheets;
-const getTargetTradeSheet = async ({ apiClient }, uuid) => {
-    if (!uuid?.trim()) {
-        throw new Error('Target trade sheet UUID is required');
-    }
-    return apiClient.get(`/api/target-trade-sheets/${uuid}/`);
-};
-exports.getTargetTradeSheet = getTargetTradeSheet;
-const createTargetTradeSheet = async ({ apiClient }, data) => {
-    if (!data.portfolio?.trim()) {
-        throw new Error('Portfolio UUID is required');
-    }
-    return apiClient.post('/api/target-trade-sheets/', data);
-};
-exports.createTargetTradeSheet = createTargetTradeSheet;
-const updateTargetTradeSheet = async ({ apiClient }, uuid, data) => {
-    if (!uuid?.trim()) {
-        throw new Error('Target trade sheet UUID is required');
-    }
-    return apiClient.patch(`/api/target-trade-sheets/${uuid}/`, data);
-};
-exports.updateTargetTradeSheet = updateTargetTradeSheet;
-const deleteTargetTradeSheet = async ({ apiClient }, uuid) => {
-    if (!uuid?.trim()) {
-        throw new Error('Target trade sheet UUID is required');
-    }
-    await apiClient.delete(`/api/target-trade-sheets/${uuid}/`);
-};
-exports.deleteTargetTradeSheet = deleteTargetTradeSheet;
-const approveTargetTradeSheet = async ({ apiClient }, uuid) => {
-    if (!uuid?.trim()) {
-        throw new Error('Target trade sheet UUID is required');
-    }
-    return apiClient.post(`/api/target-trade-sheets/${uuid}/approve/`, {});
-};
-exports.approveTargetTradeSheet = approveTargetTradeSheet;
-const cleanTargetTradeSheet = async ({ apiClient }, uuid) => {
-    if (!uuid?.trim()) {
-        throw new Error('Target trade sheet UUID is required');
-    }
-    return apiClient.post(`/api/target-trade-sheets/${uuid}/clean/`, {});
-};
-exports.cleanTargetTradeSheet = cleanTargetTradeSheet;
-const getOrCreateDraftTargetTradeSheet = async ({ apiClient }, portfolioUuid) => {
-    if (!portfolioUuid?.trim()) {
-        throw new Error('Portfolio UUID is required');
-    }
-    // Check if there's already a draft target trade sheet
-    const response = await (0, exports.getTargetTradeSheets)({ apiClient }, { portfolio: portfolioUuid });
-    const draftSheet = response.results.find(sheet => sheet.status === 'DRAFT');
-    if (draftSheet) {
-        return draftSheet.uuid;
-    }
-    // Create new draft target trade sheet
-    const newSheet = await (0, exports.createTargetTradeSheet)({ apiClient }, { portfolio: portfolioUuid });
-    return newSheet.uuid;
-};
-exports.getOrCreateDraftTargetTradeSheet = getOrCreateDraftTargetTradeSheet;
-// =============================================================================
-// TRADES OPERATIONS (READ-ONLY)
-// =============================================================================
-const getTrades = async ({ apiClient }, filters) => {
-    const params = {};
-    if (filters?.portfolio)
-        params.portfolio = filters.portfolio;
-    if (filters?.instrument)
-        params.instrument = filters.instrument;
-    if (filters?.action)
-        params.action = filters.action;
-    if (filters?.status)
-        params.status = filters.status;
-    if (filters?.currency)
-        params.currency = filters.currency;
-    if (filters?.start_date)
-        params.start_date = filters.start_date;
-    if (filters?.end_date)
-        params.end_date = filters.end_date;
-    if (filters?.settlement_start_date)
-        params.settlement_start_date = filters.settlement_start_date;
-    if (filters?.settlement_end_date)
-        params.settlement_end_date = filters.settlement_end_date;
-    if (filters?.min_price !== undefined)
-        params.min_price = String(filters.min_price);
-    if (filters?.max_price !== undefined)
-        params.max_price = String(filters.max_price);
-    if (filters?.tradesheet)
-        params.tradesheet = filters.tradesheet;
-    if (filters?.target_trade)
-        params.target_trade = filters.target_trade;
-    return apiClient.get('/api/trades/', { params });
-};
-exports.getTrades = getTrades;
-const getTrade = async ({ apiClient }, uuid) => {
-    if (!uuid?.trim()) {
-        throw new Error('Trade UUID is required');
-    }
-    return apiClient.get(`/api/trades/${uuid}/`);
-};
-exports.getTrade = getTrade;
-// =============================================================================
-// TRADE SHEETS OPERATIONS (READ-ONLY)
-// =============================================================================
-const getTradeSheets = async ({ apiClient }, filters) => {
-    const params = {};
-    if (filters?.portfolio)
-        params.portfolio = filters.portfolio;
-    if (filters?.start_date)
-        params.start_date = filters.start_date;
-    if (filters?.end_date)
-        params.end_date = filters.end_date;
-    return apiClient.get('/api/trade-sheets/', { params });
-};
-exports.getTradeSheets = getTradeSheets;
-const getTradeSheet = async ({ apiClient }, uuid) => {
-    if (!uuid?.trim()) {
-        throw new Error('Trade sheet UUID is required');
-    }
-    return apiClient.get(`/api/trade-sheets/${uuid}/`);
-};
-exports.getTradeSheet = getTradeSheet;