@cranberry-money/shared-types 4.19.0 → 4.21.0

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.
@@ -0,0 +1,40 @@
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+ import type { Instrument } from './instruments';
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+ export interface AssetHolding {
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+ uuid: string;
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+ portfolio: string;
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+ instrument: Instrument;
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+ instrumentName: string;
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+ instrumentSymbol: string;
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+ quantity: number;
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+ createdAt: string;
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+ updatedAt: string;
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+ }
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+ export interface AssetHoldingSnapshot {
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+ id: number;
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+ assetHolding: string;
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+ portfolioId: number;
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+ instrumentName: string;
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+ instrumentSymbol: string;
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+ quantity: number;
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+ snapshotReason: 'TRADE' | 'REBALANCE' | 'VALUATION' | 'AUDIT';
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+ snapshotDate: string;
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+ createdAt: string;
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+ updatedAt: string;
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+ }
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+ export interface AssetHoldingFilters {
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+ portfolioId?: string;
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+ portfolioUuid?: string;
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+ instrument?: string;
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+ minQuantity?: number;
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+ maxQuantity?: number;
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+ orderBy?: string;
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+ }
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+ export interface AssetHoldingSnapshotFilters {
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+ assetHoldingId?: string;
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+ portfolioId?: string;
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+ reason?: 'TRADE' | 'REBALANCE' | 'VALUATION' | 'AUDIT';
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+ startDate?: string;
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+ endDate?: string;
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+ orderBy?: string;
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+ }
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+ //# sourceMappingURL=holdings.d.ts.map
@@ -0,0 +1 @@
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+ {"version":3,"file":"holdings.d.ts","sourceRoot":"","sources":["../src/holdings.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAE,UAAU,EAAE,MAAM,eAAe,CAAC;AAGhD,MAAM,WAAW,YAAY;IAC3B,IAAI,EAAE,MAAM,CAAC;IACb,SAAS,EAAE,MAAM,CAAC;IAClB,UAAU,EAAE,UAAU,CAAC;IACvB,cAAc,EAAE,MAAM,CAAC;IACvB,gBAAgB,EAAE,MAAM,CAAC;IACzB,QAAQ,EAAE,MAAM,CAAC;IACjB,SAAS,EAAE,MAAM,CAAC;IAClB,SAAS,EAAE,MAAM,CAAC;CACnB;AAGD,MAAM,WAAW,oBAAoB;IACnC,EAAE,EAAE,MAAM,CAAC;IACX,YAAY,EAAE,MAAM,CAAC;IACrB,WAAW,EAAE,MAAM,CAAC;IACpB,cAAc,EAAE,MAAM,CAAC;IACvB,gBAAgB,EAAE,MAAM,CAAC;IACzB,QAAQ,EAAE,MAAM,CAAC;IACjB,cAAc,EAAE,OAAO,GAAG,WAAW,GAAG,WAAW,GAAG,OAAO,CAAC;IAC9D,YAAY,EAAE,MAAM,CAAC;IACrB,SAAS,EAAE,MAAM,CAAC;IAClB,SAAS,EAAE,MAAM,CAAC;CACnB;AAGD,MAAM,WAAW,mBAAmB;IAClC,WAAW,CAAC,EAAE,MAAM,CAAC;IACrB,aAAa,CAAC,EAAE,MAAM,CAAC;IACvB,UAAU,CAAC,EAAE,MAAM,CAAC;IACpB,WAAW,CAAC,EAAE,MAAM,CAAC;IACrB,WAAW,CAAC,EAAE,MAAM,CAAC;IACrB,OAAO,CAAC,EAAE,MAAM,CAAC;CAClB;AAGD,MAAM,WAAW,2BAA2B;IAC1C,cAAc,CAAC,EAAE,MAAM,CAAC;IACxB,WAAW,CAAC,EAAE,MAAM,CAAC;IACrB,MAAM,CAAC,EAAE,OAAO,GAAG,WAAW,GAAG,WAAW,GAAG,OAAO,CAAC;IACvD,SAAS,CAAC,EAAE,MAAM,CAAC;IACnB,OAAO,CAAC,EAAE,MAAM,CAAC;IACjB,OAAO,CAAC,EAAE,MAAM,CAAC;CAClB"}
@@ -0,0 +1 @@
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+ export {};
package/dist/index.d.ts CHANGED
@@ -13,5 +13,6 @@ export type { UserProfile, UserProfilePayload, UserProfileCompletionPayload } fr
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  export type { Account, AccountPayload } from './account';
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  export type { InvestmentPreference, InvestmentPreferencePayload } from './investment';
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  export type { InstrumentsQueryParams } from './query-params';
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- export type { Portfolio, PortfolioPayload, RebalancingTradesGenerationResponse } from './portfolio';
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+ export type { Portfolio, PortfolioPayload, RebalancingTradesGenerationResponse, AssetAllocation, AssetAllocationPayload, } from './portfolio';
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+ export type { AssetHolding, AssetHoldingSnapshot, AssetHoldingFilters, AssetHoldingSnapshotFilters } from './holdings';
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  //# sourceMappingURL=index.d.ts.map
@@ -1 +1 @@
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- {"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAGH,YAAY,EAAE,UAAU,EAAE,gBAAgB,EAAE,cAAc,EAAE,iBAAiB,EAAE,MAAM,OAAO,CAAC;AAG7F,YAAY,EACV,aAAa,EACb,aAAa,EACb,wBAAwB,EACxB,SAAS,EACT,UAAU,EACV,oBAAoB,EACpB,iBAAiB,EACjB,kBAAkB,EAClB,mBAAmB,EACnB,gBAAgB,EAChB,oBAAoB,GACrB,MAAM,QAAQ,CAAC;AAGhB,YAAY,EAAE,kBAAkB,EAAE,2BAA2B,EAAE,0BAA0B,EAAE,MAAM,cAAc,CAAC;AAGhH,YAAY,EAAE,YAAY,EAAE,SAAS,EAAE,WAAW,EAAE,UAAU,EAAE,gBAAgB,EAAE,MAAM,SAAS,CAAC;AAGlG,YAAY,EAAE,WAAW,EAAE,gBAAgB,EAAE,iBAAiB,EAAE,iBAAiB,EAAE,MAAM,gBAAgB,CAAC;AAG1G,YAAY,EACV,kBAAkB,EAClB,mBAAmB,EACnB,iBAAiB,EACjB,aAAa,EACb,oBAAoB,EACpB,mBAAmB,EACnB,cAAc,EACd,mBAAmB,EACnB,UAAU,EACV,UAAU,EACV,kBAAkB,GACnB,MAAM,eAAe,CAAC;AAGvB,YAAY,EAAE,mBAAmB,EAAE,MAAM,cAAc,CAAC;AAGxD,YAAY,EAAE,WAAW,EAAE,kBAAkB,EAAE,4BAA4B,EAAE,MAAM,QAAQ,CAAC;AAG5F,YAAY,EAAE,OAAO,EAAE,cAAc,EAAE,MAAM,WAAW,CAAC;AAGzD,YAAY,EAAE,oBAAoB,EAAE,2BAA2B,EAAE,MAAM,cAAc,CAAC;AAGtF,YAAY,EAAE,sBAAsB,EAAE,MAAM,gBAAgB,CAAC;AAG7D,YAAY,EAAE,SAAS,EAAE,gBAAgB,EAAE,mCAAmC,EAAE,MAAM,aAAa,CAAC"}
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+ {"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAGH,YAAY,EAAE,UAAU,EAAE,gBAAgB,EAAE,cAAc,EAAE,iBAAiB,EAAE,MAAM,OAAO,CAAC;AAG7F,YAAY,EACV,aAAa,EACb,aAAa,EACb,wBAAwB,EACxB,SAAS,EACT,UAAU,EACV,oBAAoB,EACpB,iBAAiB,EACjB,kBAAkB,EAClB,mBAAmB,EACnB,gBAAgB,EAChB,oBAAoB,GACrB,MAAM,QAAQ,CAAC;AAGhB,YAAY,EAAE,kBAAkB,EAAE,2BAA2B,EAAE,0BAA0B,EAAE,MAAM,cAAc,CAAC;AAGhH,YAAY,EAAE,YAAY,EAAE,SAAS,EAAE,WAAW,EAAE,UAAU,EAAE,gBAAgB,EAAE,MAAM,SAAS,CAAC;AAGlG,YAAY,EAAE,WAAW,EAAE,gBAAgB,EAAE,iBAAiB,EAAE,iBAAiB,EAAE,MAAM,gBAAgB,CAAC;AAG1G,YAAY,EACV,kBAAkB,EAClB,mBAAmB,EACnB,iBAAiB,EACjB,aAAa,EACb,oBAAoB,EACpB,mBAAmB,EACnB,cAAc,EACd,mBAAmB,EACnB,UAAU,EACV,UAAU,EACV,kBAAkB,GACnB,MAAM,eAAe,CAAC;AAGvB,YAAY,EAAE,mBAAmB,EAAE,MAAM,cAAc,CAAC;AAGxD,YAAY,EAAE,WAAW,EAAE,kBAAkB,EAAE,4BAA4B,EAAE,MAAM,QAAQ,CAAC;AAG5F,YAAY,EAAE,OAAO,EAAE,cAAc,EAAE,MAAM,WAAW,CAAC;AAGzD,YAAY,EAAE,oBAAoB,EAAE,2BAA2B,EAAE,MAAM,cAAc,CAAC;AAGtF,YAAY,EAAE,sBAAsB,EAAE,MAAM,gBAAgB,CAAC;AAG7D,YAAY,EACV,SAAS,EACT,gBAAgB,EAChB,mCAAmC,EACnC,eAAe,EACf,sBAAsB,GACvB,MAAM,aAAa,CAAC;AAGrB,YAAY,EAAE,YAAY,EAAE,oBAAoB,EAAE,mBAAmB,EAAE,2BAA2B,EAAE,MAAM,YAAY,CAAC"}
@@ -24,4 +24,17 @@ export interface RebalancingTradesGenerationResponse {
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  requiredMinimum?: number;
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  errorType?: string;
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  }
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+ export interface AssetAllocation {
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+ uuid: string;
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+ portfolio: string;
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+ instrument: string;
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+ instrumentName: string;
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+ instrumentSymbol: string;
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+ percentage: string;
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+ }
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+ export interface AssetAllocationPayload {
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+ portfolio: string;
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+ instrument: string;
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+ percentage: string | number;
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+ }
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  //# sourceMappingURL=portfolio.d.ts.map
@@ -1 +1 @@
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- {"version":3,"file":"portfolio.d.ts","sourceRoot":"","sources":["../src/portfolio.ts"],"names":[],"mappings":"AAAA,MAAM,WAAW,SAAS;IACxB,IAAI,EAAE,MAAM,CAAC;IACb,OAAO,EAAE,MAAM,CAAC;IAChB,IAAI,EAAE,MAAM,CAAC;IACb,QAAQ,EAAE,MAAM,GAAG,IAAI,CAAC;IACxB,WAAW,EAAE,MAAM,CAAC;IACpB,SAAS,CAAC,EAAE,MAAM,CAAC;IACnB,SAAS,CAAC,EAAE,MAAM,CAAC;CACpB;AAED,MAAM,WAAW,gBAAgB;IAC/B,OAAO,EAAE,MAAM,CAAC;IAChB,IAAI,EAAE,MAAM,CAAC;IACb,QAAQ,CAAC,EAAE,MAAM,GAAG,IAAI,CAAC;CAC1B;AAED,MAAM,WAAW,mCAAmC;IAClD,MAAM,EAAE,MAAM,CAAC;IACf,OAAO,EAAE,MAAM,CAAC;IAChB,UAAU,CAAC,EAAE,MAAM,CAAC;IACpB,aAAa,CAAC,EAAE,MAAM,CAAC;IACvB,cAAc,CAAC,EAAE,MAAM,CAAC;IACxB,eAAe,CAAC,EAAE,MAAM,CAAC;IACzB,aAAa,CAAC,EAAE,MAAM,CAAC;IACvB,aAAa,CAAC,EAAE,MAAM,CAAC;IACvB,eAAe,CAAC,EAAE,MAAM,CAAC;IACzB,SAAS,CAAC,EAAE,MAAM,CAAC;CACpB"}
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+ {"version":3,"file":"portfolio.d.ts","sourceRoot":"","sources":["../src/portfolio.ts"],"names":[],"mappings":"AAAA,MAAM,WAAW,SAAS;IACxB,IAAI,EAAE,MAAM,CAAC;IACb,OAAO,EAAE,MAAM,CAAC;IAChB,IAAI,EAAE,MAAM,CAAC;IACb,QAAQ,EAAE,MAAM,GAAG,IAAI,CAAC;IACxB,WAAW,EAAE,MAAM,CAAC;IACpB,SAAS,CAAC,EAAE,MAAM,CAAC;IACnB,SAAS,CAAC,EAAE,MAAM,CAAC;CACpB;AAED,MAAM,WAAW,gBAAgB;IAC/B,OAAO,EAAE,MAAM,CAAC;IAChB,IAAI,EAAE,MAAM,CAAC;IACb,QAAQ,CAAC,EAAE,MAAM,GAAG,IAAI,CAAC;CAC1B;AAED,MAAM,WAAW,mCAAmC;IAClD,MAAM,EAAE,MAAM,CAAC;IACf,OAAO,EAAE,MAAM,CAAC;IAChB,UAAU,CAAC,EAAE,MAAM,CAAC;IACpB,aAAa,CAAC,EAAE,MAAM,CAAC;IACvB,cAAc,CAAC,EAAE,MAAM,CAAC;IACxB,eAAe,CAAC,EAAE,MAAM,CAAC;IACzB,aAAa,CAAC,EAAE,MAAM,CAAC;IACvB,aAAa,CAAC,EAAE,MAAM,CAAC;IACvB,eAAe,CAAC,EAAE,MAAM,CAAC;IACzB,SAAS,CAAC,EAAE,MAAM,CAAC;CACpB;AAGD,MAAM,WAAW,eAAe;IAC9B,IAAI,EAAE,MAAM,CAAC;IACb,SAAS,EAAE,MAAM,CAAC;IAClB,UAAU,EAAE,MAAM,CAAC;IACnB,cAAc,EAAE,MAAM,CAAC;IACvB,gBAAgB,EAAE,MAAM,CAAC;IACzB,UAAU,EAAE,MAAM,CAAC;CACpB;AAED,MAAM,WAAW,sBAAsB;IACrC,SAAS,EAAE,MAAM,CAAC;IAClB,UAAU,EAAE,MAAM,CAAC;IACnB,UAAU,EAAE,MAAM,GAAG,MAAM,CAAC;CAC7B"}
package/package.json CHANGED
@@ -1,6 +1,6 @@
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  {
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  "name": "@cranberry-money/shared-types",
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- "version": "4.19.0",
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+ "version": "4.21.0",
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  "description": "Shared TypeScript type definitions for MyPortfolio platform",
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  "type": "module",
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  "main": "dist/index.js",