@robosystems/client 0.3.13 → 0.3.15

package/artifacts/InvestorClient.d.ts

@@ -1,9 +1,12 @@
-import type { CreatePortfolioRequest, CreatePositionRequest, CreateSecurityRequest, UpdatePortfolioOperation, UpdatePositionOperation, UpdateSecurityOperation } from '../types.gen';
+import type { CreatePortfolioBlockRequest, CreateSecurityRequest, PortfolioBlockPortfolioPatch, PortfolioBlockPositions, UpdateSecurityOperation } from '../types.gen';
 import type { TokenProvider } from './graphql/client';
-import { type GetInvestorHoldingsQuery, type GetInvestorPortfolioQuery, type GetInvestorPositionQuery, type GetInvestorSecurityQuery, type ListInvestorPortfoliosQuery, type ListInvestorPositionsQuery, type ListInvestorSecuritiesQuery } from './graphql/generated/graphql';
+import { type GetInvestorHoldingsQuery, type GetInvestorPortfolioBlockQuery, type GetInvestorPositionQuery, type GetInvestorSecurityQuery, type ListInvestorPortfoliosQuery, type ListInvestorPositionsQuery, type ListInvestorSecuritiesQuery } from './graphql/generated/graphql';
 export type InvestorPortfolioList = NonNullable<ListInvestorPortfoliosQuery['portfolios']>;
 export type InvestorPortfolioSummary = InvestorPortfolioList['portfolios'][number];
-export type InvestorPortfolio = NonNullable<GetInvestorPortfolioQuery['portfolio']>;
+export type InvestorPortfolioBlock = NonNullable<GetInvestorPortfolioBlockQuery['portfolioBlock']>;
+export type InvestorPositionBlock = InvestorPortfolioBlock['positions'][number];
+export type InvestorSecurityLite = InvestorPositionBlock['security'];
+export type InvestorEntityLite = InvestorPortfolioBlock['owner'];
 export type InvestorSecurityList = NonNullable<ListInvestorSecuritiesQuery['securities']>;
 export type InvestorSecuritySummary = InvestorSecurityList['securities'][number];
 export type InvestorSecurity = NonNullable<GetInvestorSecurityQuery['security']>;
@@ -34,17 +37,37 @@ export declare class InvestorClient {
         limit?: number;
         offset?: number;
     }): Promise<InvestorPortfolioList | null>;
-    /** Get a single portfolio by id. Returns null if it doesn't exist. */
-    getPortfolio(graphId: string, portfolioId: string): Promise<InvestorPortfolio | null>;
-    /** Create a new portfolio. Returns the created portfolio. */
-    createPortfolio(graphId: string, body: CreatePortfolioRequest): Promise<InvestorPortfolio>;
-    /** Update a portfolio's metadata. Only provided fields are applied. */
-    updatePortfolio(graphId: string, portfolioId: string, updates: Omit<UpdatePortfolioOperation, 'portfolio_id'>): Promise<InvestorPortfolio>;
     /**
-     * Delete a portfolio. Fails with 409 if the portfolio still has active
-     * positions — dispose those first.
+     * Get the Portfolio Block — molecule envelope with portfolio,
+     * positions, securities, and entity references in a single read.
+     * Returns null if the portfolio doesn't exist.
      */
-    deletePortfolio(graphId: string, portfolioId: string): Promise<{
+    getPortfolioBlock(graphId: string, portfolioId: string): Promise<InvestorPortfolioBlock | null>;
+    /**
+     * Create a portfolio (with optional initial positions) atomically.
+     * Each position references an existing security; this op never mints
+     * securities — use `createSecurity` first.
+     */
+    createPortfolioBlock(graphId: string, body: CreatePortfolioBlockRequest): Promise<InvestorPortfolioBlock>;
+    /**
+     * Patch portfolio fields and apply position deltas (`add`, `update`,
+     * `dispose`) atomically. All deltas roll back together on failure.
+     * Pass only the fields/deltas you want changed — anything omitted
+     * is left untouched.
+     */
+    updatePortfolioBlock(graphId: string, portfolioId: string, updates: {
+        portfolio?: PortfolioBlockPortfolioPatch;
+        positions?: PortfolioBlockPositions;
+    }): Promise<InvestorPortfolioBlock>;
+    /**
+     * Cascade-delete the portfolio plus all of its positions. When the
+     * portfolio still has active positions, the request must include
+     * `confirmActivePositions: true` — safety belt to prevent accidental
+     * cascade. Disposed-only portfolios delete without the flag.
+     */
+    deletePortfolioBlock(graphId: string, portfolioId: string, options?: {
+        confirmActivePositions?: boolean;
+    }): Promise<{
         deleted: boolean;
     }>;
     /** List securities with pagination and filters. */
@@ -78,14 +101,6 @@ export declare class InvestorClient {
     }): Promise<InvestorPositionList | null>;
     /** Get a single position by id. Returns null if it doesn't exist. */
     getPosition(graphId: string, positionId: string): Promise<InvestorPosition | null>;
-    /** Create a new position. */
-    createPosition(graphId: string, body: CreatePositionRequest): Promise<InvestorPosition>;
-    /** Update a position. Only provided fields are applied. */
-    updatePosition(graphId: string, positionId: string, updates: Omit<UpdatePositionOperation, 'position_id'>): Promise<InvestorPosition>;
-    /** Delete (dispose) a position. */
-    deletePosition(graphId: string, positionId: string): Promise<{
-        deleted: boolean;
-    }>;
     /**
      * Get portfolio holdings grouped by entity. Returns the full list of
      * securities held and aggregate cost-basis / current-value for each

package/artifacts/InvestorClient.js

@@ -11,7 +11,7 @@ class InvestorClient {
         this.config = config;
         this.gql = new client_1.GraphQLClientCache(config);
     }
-    // ── Portfolios ──────────────────────────────────────────────────────
+    // ── Portfolios (reads) ──────────────────────────────────────────────
     /** List portfolios with pagination. */
     async listPortfolios(graphId, options) {
         return this.gqlQuery(graphId, graphql_1.ListInvestorPortfoliosDocument, {
@@ -19,35 +19,50 @@ class InvestorClient {
             offset: options?.offset ?? 0,
         }, 'List portfolios', (data) => data.portfolios);
     }
-    /** Get a single portfolio by id. Returns null if it doesn't exist. */
-    async getPortfolio(graphId, portfolioId) {
-        return this.gqlQuery(graphId, graphql_1.GetInvestorPortfolioDocument, { portfolioId }, 'Get portfolio', (data) => data.portfolio);
+    /**
+     * Get the Portfolio Block — molecule envelope with portfolio,
+     * positions, securities, and entity references in a single read.
+     * Returns null if the portfolio doesn't exist.
+     */
+    async getPortfolioBlock(graphId, portfolioId) {
+        return this.gqlQuery(graphId, graphql_1.GetInvestorPortfolioBlockDocument, { portfolioId }, 'Get portfolio block', (data) => data.portfolioBlock);
     }
-    /** Create a new portfolio. Returns the created portfolio. */
-    async createPortfolio(graphId, body) {
-        const envelope = await this.callOperation('Create portfolio', (0, sdk_gen_1.opCreatePortfolio)({ path: { graph_id: graphId }, body }));
-        return rawToInvestorPortfolio(envelope.result);
+    // ── Portfolio Block (writes) ────────────────────────────────────────
+    /**
+     * Create a portfolio (with optional initial positions) atomically.
+     * Each position references an existing security; this op never mints
+     * securities — use `createSecurity` first.
+     */
+    async createPortfolioBlock(graphId, body) {
+        const envelope = await this.callOperation('Create portfolio block', (0, sdk_gen_1.opCreatePortfolioBlock)({ path: { graph_id: graphId }, body }));
+        return rawToPortfolioBlock(envelope.result);
     }
-    /** Update a portfolio's metadata. Only provided fields are applied. */
-    async updatePortfolio(graphId, portfolioId, updates) {
-        const envelope = await this.callOperation('Update portfolio', (0, sdk_gen_1.opUpdatePortfolio)({
-            path: { graph_id: graphId },
-            body: {
-                ...updates,
-                portfolio_id: portfolioId,
-            },
-        }));
-        return rawToInvestorPortfolio(envelope.result);
+    /**
+     * Patch portfolio fields and apply position deltas (`add`, `update`,
+     * `dispose`) atomically. All deltas roll back together on failure.
+     * Pass only the fields/deltas you want changed — anything omitted
+     * is left untouched.
+     */
+    async updatePortfolioBlock(graphId, portfolioId, updates) {
+        const body = {
+            portfolio_id: portfolioId,
+            ...updates,
+        };
+        const envelope = await this.callOperation('Update portfolio block', (0, sdk_gen_1.opUpdatePortfolioBlock)({ path: { graph_id: graphId }, body }));
+        return rawToPortfolioBlock(envelope.result);
     }
     /**
-     * Delete a portfolio. Fails with 409 if the portfolio still has active
-     * positions — dispose those first.
+     * Cascade-delete the portfolio plus all of its positions. When the
+     * portfolio still has active positions, the request must include
+     * `confirmActivePositions: true` — safety belt to prevent accidental
+     * cascade. Disposed-only portfolios delete without the flag.
      */
-    async deletePortfolio(graphId, portfolioId) {
-        const envelope = await this.callOperation('Delete portfolio', (0, sdk_gen_1.opDeletePortfolio)({
-            path: { graph_id: graphId },
-            body: { portfolio_id: portfolioId },
-        }));
+    async deletePortfolioBlock(graphId, portfolioId, options) {
+        const body = {
+            portfolio_id: portfolioId,
+            confirm_active_positions: options?.confirmActivePositions ?? false,
+        };
+        const envelope = await this.callOperation('Delete portfolio block', (0, sdk_gen_1.opDeletePortfolioBlock)({ path: { graph_id: graphId }, body }));
         return (envelope.result ?? { deleted: true });
     }
     // ── Securities ──────────────────────────────────────────────────────
@@ -92,7 +107,7 @@ class InvestorClient {
         }));
         return (envelope.result ?? { deleted: true });
     }
-    // ── Positions ───────────────────────────────────────────────────────
+    // ── Positions (reads only — writes folded into Portfolio Block) ─────
     /** List positions with pagination and filters. */
     async listPositions(graphId, options) {
         return this.gqlQuery(graphId, graphql_1.ListInvestorPositionsDocument, {
@@ -107,30 +122,6 @@ class InvestorClient {
     async getPosition(graphId, positionId) {
         return this.gqlQuery(graphId, graphql_1.GetInvestorPositionDocument, { positionId }, 'Get position', (data) => data.position);
     }
-    /** Create a new position. */
-    async createPosition(graphId, body) {
-        const envelope = await this.callOperation('Create position', (0, sdk_gen_1.opCreatePosition)({ path: { graph_id: graphId }, body }));
-        return rawToInvestorPosition(envelope.result);
-    }
-    /** Update a position. Only provided fields are applied. */
-    async updatePosition(graphId, positionId, updates) {
-        const envelope = await this.callOperation('Update position', (0, sdk_gen_1.opUpdatePosition)({
-            path: { graph_id: graphId },
-            body: {
-                ...updates,
-                position_id: positionId,
-            },
-        }));
-        return rawToInvestorPosition(envelope.result);
-    }
-    /** Delete (dispose) a position. */
-    async deletePosition(graphId, positionId) {
-        const envelope = await this.callOperation('Delete position', (0, sdk_gen_1.opDeletePosition)({
-            path: { graph_id: graphId },
-            body: { position_id: positionId },
-        }));
-        return (envelope.result ?? { deleted: true });
-    }
     // ── Holdings (aggregation) ─────────────────────────────────────────
     /**
      * Get portfolio holdings grouped by entity. Returns the full list of
@@ -167,18 +158,6 @@ class InvestorClient {
     }
 }
 exports.InvestorClient = InvestorClient;
-function rawToInvestorPortfolio(raw) {
-    return {
-        id: raw.id,
-        name: raw.name,
-        description: raw.description,
-        strategy: raw.strategy,
-        inceptionDate: raw.inception_date,
-        baseCurrency: raw.base_currency,
-        createdAt: raw.created_at,
-        updatedAt: raw.updated_at,
-    };
-}
 function rawToInvestorSecurity(raw) {
     return {
         id: raw.id,
@@ -196,26 +175,54 @@ function rawToInvestorSecurity(raw) {
         updatedAt: raw.updated_at,
     };
 }
-function rawToInvestorPosition(raw) {
+function rawToEntityLite(raw) {
+    if (raw === null)
+        return null;
+    return {
+        id: raw.id,
+        name: raw.name,
+        sourceGraphId: raw.source_graph_id,
+    };
+}
+function rawToSecurityLite(raw) {
+    return {
+        id: raw.id,
+        name: raw.name,
+        securityType: raw.security_type,
+        securitySubtype: raw.security_subtype,
+        isActive: raw.is_active,
+        issuer: rawToEntityLite(raw.issuer),
+        sourceGraphId: raw.source_graph_id,
+    };
+}
+function rawToPositionBlock(raw) {
     return {
         id: raw.id,
-        portfolioId: raw.portfolio_id,
-        securityId: raw.security_id,
-        securityName: raw.security_name,
-        entityName: raw.entity_name,
         quantity: raw.quantity,
         quantityType: raw.quantity_type,
-        costBasis: raw.cost_basis,
         costBasisDollars: raw.cost_basis_dollars,
-        currency: raw.currency,
-        currentValue: raw.current_value,
         currentValueDollars: raw.current_value_dollars,
         valuationDate: raw.valuation_date,
         valuationSource: raw.valuation_source,
         acquisitionDate: raw.acquisition_date,
-        dispositionDate: raw.disposition_date,
         status: raw.status,
         notes: raw.notes,
+        security: rawToSecurityLite(raw.security),
+    };
+}
+function rawToPortfolioBlock(raw) {
+    return {
+        id: raw.id,
+        name: raw.name,
+        description: raw.description,
+        strategy: raw.strategy,
+        inceptionDate: raw.inception_date,
+        baseCurrency: raw.base_currency,
+        owner: rawToEntityLite(raw.owner),
+        positions: raw.positions.map(rawToPositionBlock),
+        totalCostBasisDollars: raw.total_cost_basis_dollars,
+        totalCurrentValueDollars: raw.total_current_value_dollars,
+        activePositionCount: raw.active_position_count,
         createdAt: raw.created_at,
         updatedAt: raw.updated_at,
     };