@finatic/client 0.0.132 → 0.0.134

package/dist/types/core/client/ApiClient.d.ts

@@ -0,0 +1,206 @@
+import { Holding, Portfolio } from '../../types/api/portfolio';
+import { Order } from '../../types/api/orders';
+import { BrokerInfo, BrokerAccount, BrokerOrder, BrokerPosition, BrokerDataOptions, DisconnectCompanyResponse } from '../../types/api/broker';
+import { BrokerOrderParams, BrokerExtras } from '../../types/api/broker';
+import { CryptoOrderOptions, OptionsOrderOptions, OrderResponse } from '../../types/api/orders';
+import { BrokerConnection } from '../../types/api/broker';
+import { OrdersFilter, PositionsFilter, AccountsFilter } from '../../types/api/broker';
+import { TradingContext } from '../../types/api/orders';
+import { PaginatedResult } from '../../types/common/pagination';
+import { PortalUrlResponse } from '../../types/api/core';
+import { DeviceInfo, SessionState, TokenInfo, SessionResponse, OtpRequestResponse, OtpVerifyResponse, SessionValidationResponse, SessionAuthenticateResponse, UserToken } from '../../types/api/auth';
+import { ApiError } from '../../utils/errors';
+export declare class ApiClient {
+    private readonly baseUrl;
+    protected readonly deviceInfo?: DeviceInfo;
+    protected currentSessionState: SessionState | null;
+    protected currentSessionId: string | null;
+    private tradingContext;
+    private tokenInfo;
+    private refreshPromise;
+    private readonly REFRESH_BUFFER_MINUTES;
+    private companyId;
+    private csrfToken;
+    constructor(baseUrl: string, deviceInfo?: DeviceInfo);
+    /**
+     * Set session context (session ID, company ID, CSRF token)
+     */
+    setSessionContext(sessionId: string, companyId: string, csrfToken?: string): void;
+    /**
+     * Get the current session ID
+     */
+    getCurrentSessionId(): string | null;
+    /**
+     * Get the current company ID
+     */
+    getCurrentCompanyId(): string | null;
+    /**
+     * Get the current CSRF token
+     */
+    getCurrentCsrfToken(): string | null;
+    /**
+     * Store tokens after successful authentication
+     */
+    setTokens(accessToken: string, refreshToken: string, expiresAt: string, userId?: string): void;
+    /**
+     * Get the current access token, refreshing if necessary
+     */
+    getValidAccessToken(): Promise<string>;
+    /**
+     * Check if the current token is expired or about to expire
+     */
+    private isTokenExpired;
+    /**
+     * Refresh the access token using the refresh token
+     */
+    private refreshTokens;
+    /**
+     * Perform the actual token refresh request
+     */
+    private performTokenRefresh;
+    /**
+     * Clear stored tokens (useful for logout)
+     */
+    clearTokens(): void;
+    /**
+     * Get current token info (for debugging/testing)
+     */
+    getTokenInfo(): TokenInfo | null;
+    /**
+     * Make a request to the API.
+     */
+    protected request<T>(path: string, options: {
+        method: string;
+        headers?: Record<string, string>;
+        body?: any;
+        params?: Record<string, string>;
+    }): Promise<T>;
+    /**
+     * Handle API errors. This method can be overridden by language-specific implementations.
+     */
+    protected handleError(status: number, error: any): ApiError;
+    startSession(token: string, userId?: string): Promise<SessionResponse>;
+    requestOtp(sessionId: string, email: string): Promise<OtpRequestResponse>;
+    verifyOtp(sessionId: string, otp: string): Promise<OtpVerifyResponse>;
+    authenticateDirectly(sessionId: string, userId: string): Promise<SessionAuthenticateResponse>;
+    /**
+     * Get the portal URL for an active session
+     * @param sessionId The session identifier
+     * @returns Portal URL response
+     * @throws SessionError if session is not in ACTIVE state
+     */
+    getPortalUrl(sessionId: string): Promise<PortalUrlResponse>;
+    validatePortalSession(sessionId: string, signature: string): Promise<SessionValidationResponse>;
+    completePortalSession(sessionId: string): Promise<PortalUrlResponse>;
+    getHoldings(): Promise<{
+        data: Holding[];
+    }>;
+    getOrders(): Promise<{
+        data: Order[];
+    }>;
+    getPortfolio(): Promise<{
+        data: Portfolio;
+    }>;
+    placeBrokerOrder(params: Partial<BrokerOrderParams> & {
+        symbol: string;
+        orderQty: number;
+        action: 'Buy' | 'Sell';
+        orderType: 'Market' | 'Limit' | 'Stop' | 'StopLimit';
+        assetType: 'Stock' | 'Option' | 'Crypto' | 'Future';
+    }, extras?: BrokerExtras, connection_id?: string): Promise<OrderResponse>;
+    cancelBrokerOrder(orderId: string, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', extras?: any, connection_id?: string): Promise<OrderResponse>;
+    modifyBrokerOrder(orderId: string, params: Partial<BrokerOrderParams>, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', extras?: any, connection_id?: string): Promise<OrderResponse>;
+    setBroker(broker: 'robinhood' | 'tasty_trade' | 'ninja_trader'): void;
+    setAccount(accountNumber: string, accountId?: string): void;
+    getTradingContext(): TradingContext;
+    clearTradingContext(): void;
+    placeStockMarketOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras, connection_id?: string): Promise<OrderResponse>;
+    placeStockLimitOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras, connection_id?: string): Promise<OrderResponse>;
+    placeStockStopOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', stopPrice: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras, connection_id?: string): Promise<OrderResponse>;
+    placeCryptoMarketOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', options?: CryptoOrderOptions, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    placeCryptoLimitOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, timeInForce?: 'day' | 'gtc', options?: CryptoOrderOptions, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    placeOptionsMarketOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', options: OptionsOrderOptions, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    placeOptionsLimitOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, options: OptionsOrderOptions, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    placeFuturesMarketOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    placeFuturesLimitOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    private buildOrderRequestBody;
+    private buildModifyRequestBody;
+    private applyBrokerDefaults;
+    revokeToken(): Promise<void>;
+    getUserToken(userId: string): Promise<UserToken>;
+    /**
+     * Get the current session state
+     */
+    getCurrentSessionState(): SessionState | null;
+    /**
+     * Refresh the current session to extend its lifetime
+     */
+    refreshSession(): Promise<{
+        success: boolean;
+        response_data: {
+            session_id: string;
+            company_id: string;
+            status: string;
+            expires_at: string;
+            user_id: string;
+            auto_login: boolean;
+        };
+        message: string;
+        status_code: number;
+    }>;
+    getBrokerList(): Promise<{
+        _id: string;
+        response_data: BrokerInfo[];
+        message: string;
+        status_code: number;
+        warnings: null;
+        errors: null;
+    }>;
+    getBrokerAccounts(options?: BrokerDataOptions): Promise<{
+        _id: string;
+        response_data: BrokerAccount[];
+        message: string;
+        status_code: number;
+        warnings: null;
+        errors: null;
+    }>;
+    getBrokerOrders(options?: BrokerDataOptions): Promise<{
+        _id: string;
+        response_data: BrokerOrder[];
+        message: string;
+        status_code: number;
+        warnings: null;
+        errors: null;
+    }>;
+    getBrokerPositions(options?: BrokerDataOptions): Promise<{
+        _id: string;
+        response_data: BrokerPosition[];
+        message: string;
+        status_code: number;
+        warnings: null;
+        errors: null;
+    }>;
+    getBrokerConnections(): Promise<{
+        _id: string;
+        response_data: BrokerConnection[];
+        message: string;
+        status_code: number;
+        warnings: null;
+        errors: null;
+    }>;
+    getBrokerOrdersPage(page?: number, perPage?: number, filters?: OrdersFilter): Promise<PaginatedResult<BrokerOrder[]>>;
+    getBrokerAccountsPage(page?: number, perPage?: number, filters?: AccountsFilter): Promise<PaginatedResult<BrokerAccount[]>>;
+    getBrokerPositionsPage(page?: number, perPage?: number, filters?: PositionsFilter): Promise<PaginatedResult<BrokerPosition[]>>;
+    getNextPage<T>(previousResult: PaginatedResult<T>, fetchFunction: (offset: number, limit: number) => Promise<PaginatedResult<T>>): Promise<PaginatedResult<T> | null>;
+    /**
+     * Check if this is a mock client
+     * @returns false for real API client
+     */
+    isMockClient(): boolean;
+    /**
+     * Disconnect a company from a broker connection
+     * @param connectionId - The connection ID to disconnect
+     * @returns Promise with disconnect response
+     */
+    disconnectCompany(connectionId: string): Promise<DisconnectCompanyResponse>;
+}

package/dist/types/{client → core/client}/FinaticConnect.d.ts

@@ -1,7 +1,8 @@
-import { EventEmitter } from '../utils/events';
-import { PaginatedResult } from '../types';
-import { BrokerInfo, OrderResponse, TradingContext, BrokerConnection, OrdersFilter, PositionsFilter, AccountsFilter, BrokerDataOrder, BrokerDataPosition, BrokerDataAccount } from '../types/api';
-import { FinaticConnectOptions, PortalOptions } from '../types/connect';
+import { EventEmitter } from '../../utils/events';
+import { PaginatedResult } from '../../types/common/pagination';
+import { OrderResponse, TradingContext } from '../../types/api/orders';
+import { BrokerInfo, BrokerConnection, OrdersFilter, PositionsFilter, AccountsFilter, BrokerDataOrder, BrokerDataPosition, BrokerDataAccount, DisconnectCompanyResponse } from '../../types/api/broker';
+import { FinaticConnectOptions, PortalOptions } from '../../types/connect';
 interface DeviceInfo {
     ip_address: string;
     user_agent: string;
@@ -21,13 +22,13 @@ export declare class FinaticConnect extends EventEmitter {
     private readonly BROKER_LIST_CACHE_DURATION;
     private readonly deviceInfo?;
     private currentSessionState;
+    private sessionKeepAliveInterval;
+    private readonly SESSION_KEEP_ALIVE_INTERVAL;
+    private readonly SESSION_VALIDATION_TIMEOUT;
+    private readonly SESSION_REFRESH_BUFFER_HOURS;
+    private sessionStartTime;
     constructor(options: FinaticConnectOptions, deviceInfo?: DeviceInfo);
     private handleTokens;
-    /**
-     * Check if the user is authenticated
-     * @returns True if the user has a valid access token
-     */
-    isAuthenticated(): boolean;
     /**
      * Check if the user is fully authenticated (has userId, access token, and refresh token)
      * @returns True if the user is fully authenticated and ready for API calls
@@ -117,27 +118,34 @@ export declare class FinaticConnect extends EventEmitter {
         timeInForce: 'day' | 'gtc' | 'gtd' | 'ioc' | 'fok';
         broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader';
         accountNumber?: string;
-        assetType?: 'Stock' | 'Option' | 'Crypto' | 'Futures';
+        assetType?: 'Stock' | 'Option' | 'Crypto' | 'Future';
+        order_id?: string;
+        connection_id?: string;
     }): Promise<OrderResponse>;
     /**
      * Cancel a broker order
      * @param orderId - The order ID to cancel
      * @param broker - Optional broker override
+     * @param connection_id - Optional connection ID for testing bypass
      */
-    cancelOrder(orderId: string, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader'): Promise<OrderResponse>;
+    cancelOrder(orderId: string, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', connection_id?: string): Promise<OrderResponse>;
     /**
      * Modify a broker order
      * @param orderId - The order ID to modify
      * @param modifications - The modifications to apply
      * @param broker - Optional broker override
+     * @param connection_id - Optional connection ID for testing bypass
      */
     modifyOrder(orderId: string, modifications: Partial<{
-        symbol: string;
-        quantity: number;
-        price: number;
-        stopPrice: number;
-        timeInForce: 'day' | 'gtc' | 'gtd' | 'ioc' | 'fok';
-    }>, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader'): Promise<OrderResponse>;
+        symbol?: string;
+        quantity?: number;
+        price?: number;
+        stopPrice?: number;
+        timeInForce?: 'day' | 'gtc' | 'gtd' | 'ioc' | 'fok';
+        orderType?: 'Market' | 'Limit' | 'Stop' | 'StopLimit';
+        side?: 'Buy' | 'Sell';
+        order_id?: string;
+    }>, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', connection_id?: string): Promise<OrderResponse>;
     /**
      * Set the broker context for trading
      * @param broker - The broker to use for trading
@@ -287,15 +295,36 @@ export declare class FinaticConnect extends EventEmitter {
      */
     getAllAccounts(filter?: AccountsFilter): Promise<BrokerDataAccount[]>;
     /**
-     * Register automatic session cleanup on page unload/visibility change
+     * Register session management (but don't auto-cleanup for 24-hour sessions)
      */
     private registerSessionCleanup;
+    /**
+     * Start the session keep-alive mechanism
+     */
+    private startSessionKeepAlive;
+    /**
+     * Stop the session keep-alive mechanism
+     */
+    private stopSessionKeepAlive;
+    /**
+     * Validate session for keep-alive purposes and handle automatic refresh
+     */
+    private validateSessionKeepAlive;
+    /**
+     * Check if the session should be refreshed (after 16 hours)
+     */
+    private shouldRefreshSession;
+    /**
+     * Automatically refresh the session to extend its lifetime
+     */
+    private refreshSessionAutomatically;
     /**
      * Handle session cleanup when page is unloading
      */
     private handleSessionCleanup;
     /**
      * Handle visibility change (mobile browsers)
+     * Note: We don't complete sessions on visibility change for 24-hour sessions
      */
     private handleVisibilityChange;
     /**
@@ -303,5 +332,12 @@ export declare class FinaticConnect extends EventEmitter {
      * @param sessionId - The session ID to complete
      */
     private completeSession;
+    /**
+     * Disconnect a company from a broker connection
+     * @param connectionId - The connection ID to disconnect
+     * @returns Promise with disconnect response
+     * @throws AuthenticationError if user is not authenticated
+     */
+    disconnectCompany(connectionId: string): Promise<DisconnectCompanyResponse>;
 }
 export {};

package/dist/types/{portal → core/portal}/PortalUI.d.ts

@@ -1,4 +1,4 @@
-import { UserToken } from '../types/api';
+import { UserToken } from '../../types';
 export declare class PortalUI {
     private iframe;
     private container;

package/dist/types/index.d.ts

@@ -1,17 +1,12 @@
-export type { ApiConfig, ApiResponse, Order, OptionsOrder, BrokerAccount, PortfolioSnapshot, PerformanceMetrics, UserToken, Holding, Portfolio, PortalResponse, SessionInitResponse, SessionStartResponse, OtpRequestResponse, OtpVerifyResponse, PortalUrlResponse, SessionValidationResponse, SessionAuthenticateResponse, RequestHeaders, SessionStatus, BrokerOrderParams, BrokerExtras, CryptoOrderOptions, OptionsOrderOptions, OrderResponse, TradingContext, DeviceInfo, BrokerOrder, BrokerPosition, BrokerDataOptions, BrokerInfo, TokenInfo, RefreshTokenRequest, RefreshTokenResponse, AccountsFilter, OrdersFilter, PositionsFilter, BrokerDataOrder, BrokerDataPosition, BrokerDataAccount, FilteredOrdersResponse, FilteredPositionsResponse, FilteredAccountsResponse, BrokerConnection, } from './types/api';
-export type { SDKConfig, PortalConfig } from './types/config';
-export type { Theme } from './types/theme';
+export type { ApiConfig, ApiResponse, Order, OptionsOrder, BrokerAccount, PortfolioSnapshot, PerformanceMetrics, UserToken, Holding, Portfolio, PortalResponse, SessionInitResponse, SessionStartResponse, SessionResponse, OtpRequestResponse, OtpVerifyResponse, PortalUrlResponse, SessionValidationResponse, SessionAuthenticateResponse, RequestHeaders, SessionStatus, BrokerOrderParams, BrokerExtras, CryptoOrderOptions, OptionsOrderOptions, OrderResponse, TradingContext, DeviceInfo, BrokerOrder, BrokerPosition, BrokerDataOptions, BrokerInfo, TokenInfo, RefreshTokenRequest, RefreshTokenResponse, AccountsFilter, OrdersFilter, PositionsFilter, BrokerDataOrder, BrokerDataPosition, BrokerDataAccount, FilteredOrdersResponse, FilteredPositionsResponse, FilteredAccountsResponse, BrokerConnection, } from './types';
 export type { FinaticConnectOptions, FinaticUserToken, PortalMessage } from './types/connect';
 export type { PortalProps, PortalTheme, PortalThemeConfig, PortalThemePreset, } from './types/portal';
-export type { BaseError, ApiError, SessionError, AuthenticationError, AuthorizationError, RateLimitError, TokenError, ValidationError, NetworkError, SecurityError, } from './types/errors';
-export { ApiClient } from './client/ApiClient';
-export { FinaticConnect } from './client/FinaticConnect';
-export { CoreTradingService } from './services/TradingService';
-export { CoreAnalyticsService } from './services/AnalyticsService';
-export { CorePortalService } from './services/PortalService';
-export { PaginatedResult } from './types';
+export type { TradeAccessDeniedError, OrderNotFoundError, ValidationError, } from './types/api/errors';
+export { ApiClient } from './core/client/ApiClient';
+export { FinaticConnect } from './core/client/FinaticConnect';
+export { PaginatedResult } from './types/common/pagination';
 export * from './utils/errors';
 export * from './utils/events';
 export * from './utils/themeUtils';
-export { portalThemePresets } from './shared/themes/portalPresets';
+export { portalThemePresets } from './themes/portalPresets';
 export { MockFactory } from './mocks/MockFactory';

package/dist/types/mocks/MockApiClient.d.ts

@@ -1,6 +1,6 @@
-import { SessionResponse, OtpRequestResponse, OtpVerifyResponse, PortalUrlResponse, SessionValidationResponse, SessionAuthenticateResponse, UserToken, Holding, Order, Portfolio, BrokerInfo, BrokerAccount, BrokerOrder, BrokerPosition, BrokerConnection, BrokerDataOptions, SessionState, BrokerOrderParams, BrokerExtras, CryptoOrderOptions, OptionsOrderOptions, OrderResponse, TradingContext, TokenInfo, OrdersFilter, PositionsFilter, AccountsFilter, BrokerDataOrder, BrokerDataPosition, BrokerDataAccount } from '../types/api';
-import { DeviceInfo } from '../types/api';
+import { SessionResponse, OtpRequestResponse, OtpVerifyResponse, PortalUrlResponse, SessionValidationResponse, SessionAuthenticateResponse, UserToken, Holding, Order, Portfolio, BrokerInfo, BrokerAccount, BrokerOrder, BrokerPosition, BrokerConnection, BrokerDataOptions, BrokerOrderParams, BrokerExtras, CryptoOrderOptions, OptionsOrderOptions, OrderResponse, TradingContext, OrdersFilter, PositionsFilter, AccountsFilter, BrokerDataOrder, BrokerDataPosition, DisconnectCompanyResponse } from '../types';
 import { PaginatedResult } from '../types';
+import { DeviceInfo, SessionState, TokenInfo } from '../types/api/auth';
 import { MockDataProvider, MockConfig } from './MockDataProvider';
 /**
  * Mock API Client that implements the same interface as the real ApiClient
@@ -71,52 +71,42 @@ export declare class MockApiClient {
     getPortalUrl(sessionId: string): Promise<PortalUrlResponse>;
     validatePortalSession(sessionId: string, signature: string): Promise<SessionValidationResponse>;
     completePortalSession(sessionId: string): Promise<PortalUrlResponse>;
-    getHoldings(accessToken: string): Promise<{
+    getHoldings(filter?: OrdersFilter): Promise<{
         data: Holding[];
     }>;
-    getOrders(accessToken: string, filter?: OrdersFilter): Promise<{
+    getOrders(filter?: OrdersFilter): Promise<{
         data: Order[];
     }>;
-    getPortfolio(accessToken: string): Promise<{
+    getPortfolio(): Promise<{
         data: Portfolio;
     }>;
-    placeOrder(accessToken: string, order: Order): Promise<void>;
-    getHoldingsAuto(): Promise<{
-        data: Holding[];
-    }>;
-    getOrdersAuto(): Promise<{
-        data: Order[];
-    }>;
-    getPortfolioAuto(): Promise<{
-        data: Portfolio;
-    }>;
-    placeOrderAuto(order: Order): Promise<void>;
-    placeBrokerOrder(accessToken: string, params: Partial<BrokerOrderParams> & {
+    placeOrder(order: BrokerOrderParams): Promise<void>;
+    placeBrokerOrder(params: Partial<BrokerOrderParams> & {
         symbol: string;
         orderQty: number;
         action: 'Buy' | 'Sell';
-        orderType: 'Market' | 'Limit' | 'Stop' | 'TrailingStop';
-        assetType: 'Stock' | 'Option' | 'Crypto' | 'Futures';
-    }, extras?: BrokerExtras): Promise<OrderResponse>;
-    cancelBrokerOrder(orderId: string, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', extras?: any): Promise<OrderResponse>;
-    modifyBrokerOrder(orderId: string, params: Partial<BrokerOrderParams>, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', extras?: any): Promise<OrderResponse>;
+        orderType: 'Market' | 'Limit' | 'Stop' | 'StopLimit';
+        assetType: 'Stock' | 'Option' | 'Crypto' | 'Future';
+    }, extras?: BrokerExtras, connection_id?: string): Promise<OrderResponse>;
+    cancelBrokerOrder(orderId: string, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', extras?: any, connection_id?: string): Promise<OrderResponse>;
+    modifyBrokerOrder(orderId: string, params: Partial<BrokerOrderParams>, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', extras?: any, connection_id?: string): Promise<OrderResponse>;
     setBroker(broker: 'robinhood' | 'tasty_trade' | 'ninja_trader'): void;
     setAccount(accountNumber: string, accountId?: string): void;
     getTradingContext(): TradingContext;
     clearTradingContext(): void;
-    placeStockMarketOrder(accessToken: string, symbol: string, orderQty: number, action: 'Buy' | 'Sell', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeStockLimitOrder(accessToken: string, symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeStockStopOrder(accessToken: string, symbol: string, orderQty: number, action: 'Buy' | 'Sell', stopPrice: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeCryptoMarketOrder(accessToken: string, symbol: string, orderQty: number, action: 'Buy' | 'Sell', options?: CryptoOrderOptions, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeCryptoLimitOrder(accessToken: string, symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, timeInForce?: 'day' | 'gtc', options?: CryptoOrderOptions, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeOptionsMarketOrder(accessToken: string, symbol: string, orderQty: number, action: 'Buy' | 'Sell', options: OptionsOrderOptions, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeOptionsLimitOrder(accessToken: string, symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, options: OptionsOrderOptions, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeFuturesMarketOrder(accessToken: string, symbol: string, orderQty: number, action: 'Buy' | 'Sell', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeFuturesLimitOrder(accessToken: string, symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    placeStockMarketOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    placeStockLimitOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    placeStockStopOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', stopPrice: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    placeCryptoMarketOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', options?: CryptoOrderOptions, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    placeCryptoLimitOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, timeInForce?: 'day' | 'gtc', options?: CryptoOrderOptions, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    placeOptionsMarketOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', options: OptionsOrderOptions, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    placeOptionsLimitOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, options: OptionsOrderOptions, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    placeFuturesMarketOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    placeFuturesLimitOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
     revokeToken(accessToken: string): Promise<void>;
     getUserToken(userId: string): Promise<UserToken>;
     getCurrentSessionState(): SessionState | null;
-    getBrokerList(accessToken: string): Promise<{
+    getBrokerList(): Promise<{
         _id: string;
         response_data: BrokerInfo[];
         message: string;
@@ -124,7 +114,7 @@ export declare class MockApiClient {
         warnings: null;
         errors: null;
     }>;
-    getBrokerAccounts(accessToken: string, options?: BrokerDataOptions): Promise<{
+    getBrokerAccounts(options?: BrokerDataOptions): Promise<{
         _id: string;
         response_data: BrokerAccount[];
         message: string;
@@ -132,7 +122,7 @@ export declare class MockApiClient {
         warnings: null;
         errors: null;
     }>;
-    getBrokerOrders(accessToken: string, options?: BrokerDataOptions): Promise<{
+    getBrokerOrders(options?: BrokerDataOptions): Promise<{
         _id: string;
         response_data: BrokerOrder[];
         message: string;
@@ -140,7 +130,7 @@ export declare class MockApiClient {
         warnings: null;
         errors: null;
     }>;
-    getBrokerPositions(accessToken: string, options?: BrokerDataOptions): Promise<{
+    getBrokerPositions(options?: BrokerDataOptions): Promise<{
         _id: string;
         response_data: BrokerPosition[];
         message: string;
@@ -155,52 +145,12 @@ export declare class MockApiClient {
         data: BrokerDataPosition[];
     }>;
     getBrokerDataAccountsWithFilter(filter?: AccountsFilter): Promise<{
-        data: BrokerDataAccount[];
-    }>;
-    getBrokerOrdersPage(page?: number, perPage?: number, filters?: OrdersFilter): Promise<PaginatedResult<any[]>>;
-    getBrokerAccountsPage(page?: number, perPage?: number, filters?: AccountsFilter): Promise<PaginatedResult<any[]>>;
-    getBrokerPositionsPage(page?: number, perPage?: number, filters?: PositionsFilter): Promise<PaginatedResult<any[]>>;
-    getBrokerConnections(accessToken: string): Promise<{
-        _id: string;
-        response_data: BrokerConnection[];
-        message: string;
-        status_code: number;
-        warnings: null;
-        errors: null;
-    }>;
-    getBrokerListAuto(): Promise<{
-        _id: string;
-        response_data: BrokerInfo[];
-        message: string;
-        status_code: number;
-        warnings: null;
-        errors: null;
-    }>;
-    getBrokerAccountsAuto(options?: BrokerDataOptions): Promise<{
-        _id: string;
-        response_data: BrokerAccount[];
-        message: string;
-        status_code: number;
-        warnings: null;
-        errors: null;
-    }>;
-    getBrokerOrdersAuto(options?: BrokerDataOptions): Promise<{
-        _id: string;
-        response_data: BrokerOrder[];
-        message: string;
-        status_code: number;
-        warnings: null;
-        errors: null;
+        data: BrokerAccount[];
     }>;
-    getBrokerPositionsAuto(options?: BrokerDataOptions): Promise<{
-        _id: string;
-        response_data: BrokerPosition[];
-        message: string;
-        status_code: number;
-        warnings: null;
-        errors: null;
-    }>;
-    getBrokerConnectionsAuto(): Promise<{
+    getBrokerOrdersPage(page?: number, perPage?: number, filters?: OrdersFilter): Promise<PaginatedResult<BrokerDataOrder[]>>;
+    getBrokerAccountsPage(page?: number, perPage?: number, filters?: AccountsFilter): Promise<PaginatedResult<BrokerAccount[]>>;
+    getBrokerPositionsPage(page?: number, perPage?: number, filters?: PositionsFilter): Promise<PaginatedResult<BrokerDataPosition[]>>;
+    getBrokerConnections(): Promise<{
         _id: string;
         response_data: BrokerConnection[];
         message: string;
@@ -208,16 +158,12 @@ export declare class MockApiClient {
         warnings: null;
         errors: null;
     }>;
-    placeBrokerOrderAuto(params: Partial<BrokerOrderParams> & {
-        symbol: string;
-        orderQty: number;
-        action: 'Buy' | 'Sell';
-        orderType: 'Market' | 'Limit' | 'Stop' | 'TrailingStop';
-        assetType: 'Stock' | 'Option' | 'Crypto' | 'Futures';
-    }, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeStockMarketOrderAuto(symbol: string, orderQty: number, action: 'Buy' | 'Sell', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeStockLimitOrderAuto(symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeStockStopOrderAuto(symbol: string, orderQty: number, action: 'Buy' | 'Sell', stopPrice: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    /**
+     * Mock disconnect company method
+     * @param connectionId - The connection ID to disconnect
+     * @returns Promise with mock disconnect response
+     */
+    disconnectCompany(connectionId: string): Promise<DisconnectCompanyResponse>;
     getMockDataProvider(): MockDataProvider;
     clearMockData(): void;
     /**

package/dist/types/mocks/MockDataProvider.d.ts

@@ -1,4 +1,8 @@
-import { SessionResponse, OtpRequestResponse, OtpVerifyResponse, PortalUrlResponse, SessionValidationResponse, SessionAuthenticateResponse, UserToken, Holding, Order, Portfolio, BrokerInfo, BrokerAccount, BrokerConnection, OrderResponse, RefreshTokenResponse, OrdersFilter, PositionsFilter, AccountsFilter, BrokerDataOrder, BrokerDataPosition, BrokerDataAccount } from '../types/api';
+import { Holding, Portfolio } from '../types/api/portfolio';
+import { Order, OrderResponse } from '../types/api/orders';
+import { BrokerInfo, BrokerAccount, BrokerConnection, OrdersFilter, PositionsFilter, AccountsFilter, BrokerDataOrder, BrokerDataPosition, BrokerOrderParams, DisconnectCompanyResponse } from '../types/api/broker';
+import { SessionResponse, OtpRequestResponse, OtpVerifyResponse, SessionValidationResponse, SessionAuthenticateResponse, UserToken, RefreshTokenResponse } from '../types/api/auth';
+import { PortalUrlResponse } from '../types/api/core';
 /**
  * Configuration for mock behavior
  */
@@ -92,9 +96,9 @@ export declare class MockDataProvider {
         data: BrokerDataPosition[];
     }>;
     mockGetBrokerDataAccounts(filter?: AccountsFilter): Promise<{
-        data: BrokerDataAccount[];
+        data: BrokerAccount[];
     }>;
-    mockPlaceOrder(order: Order): Promise<OrderResponse>;
+    mockPlaceOrder(order: BrokerOrderParams): Promise<OrderResponse>;
     /**
      * Get stored session data
      */
@@ -129,4 +133,10 @@ export declare class MockDataProvider {
      * Generate mock accounts with diverse data
      */
     private generateMockAccounts;
+    /**
+     * Mock disconnect company method
+     * @param connectionId - The connection ID to disconnect
+     * @returns Promise with mock disconnect response
+     */
+    mockDisconnectCompany(connectionId: string): Promise<DisconnectCompanyResponse>;
 }

package/dist/types/mocks/MockFactory.d.ts

@@ -1,7 +1,7 @@
-import { ApiClient } from '../client/ApiClient';
+import { ApiClient } from '../core/client/ApiClient';
 import { MockApiClient } from './MockApiClient';
 import { MockConfig } from './MockDataProvider';
-import { DeviceInfo } from '../types/api';
+import { DeviceInfo } from '../types';
 /**
  * Factory class for creating API clients (real or mock)
  */

package/dist/types/{shared/themes → themes}/portalPresets.d.ts

@@ -1,4 +1,4 @@
-import { PortalThemeConfig } from '../../types/portal';
+import { PortalThemeConfig } from '../types/portal';
 export declare const darkTheme: PortalThemeConfig;
 export declare const lightTheme: PortalThemeConfig;
 export declare const corporateBlueTheme: PortalThemeConfig;