@cranberry-money/shared-services/dist/portfolioHoldings.js

Platform-agnostic API services with pure functions and dependency injection. Includes auth, portfolios, instruments, countries, sectors, and more.

import { PORTFOLIO_ENDPOINTS, ASSET_HOLDING_ENDPOINTS, ASSET_HOLDING_SNAPSHOT_ENDPOINTS, } from '@cranberry-money/shared-constants';
let configuredApiClient = null;
export const configurePortfolioHoldings = (apiClient) => {
    configuredApiClient = apiClient;
};
const getConfiguredClient = () => {
    if (!configuredApiClient) {
        throw new Error('Portfolio holdings service not configured. Call configurePortfolioHoldings(apiClient) before using portfolio holdings functions.');
    }
    return configuredApiClient;
};
export const getAssetHoldings = (filters) => {
    const params = {};
    if (filters?.portfolio_id)
        params.portfolio_id = filters.portfolio_id;
    if (filters?.portfolio_uuid)
        params.portfolio_uuid = filters.portfolio_uuid;
    if (filters?.instrument)
        params.instrument = filters.instrument;
    if (filters?.min_quantity)
        params.min_quantity = filters.min_quantity.toString();
    if (filters?.max_quantity)
        params.max_quantity = filters.max_quantity.toString();
    if (filters?.order_by)
        params.order_by = filters.order_by;
    return getConfiguredClient().get(ASSET_HOLDING_ENDPOINTS.BASE, { params });
};
export const getPortfolioHoldings = (portfolioUuid, order_by) => {
    const params = {};
    if (order_by)
        params.order_by = order_by;
    return getConfiguredClient().get(`${PORTFOLIO_ENDPOINTS.BASE}${portfolioUuid}/holdings/`, { params });
};
export const getAssetHoldingByUuid = (uuid) => {
    return getConfiguredClient().get(`${ASSET_HOLDING_ENDPOINTS.BASE}${uuid}/`);
};
export const getAssetHoldingSnapshots = (filters) => {
    const params = {};
    if (filters?.asset_holding_id)
        params.asset_holding_id = filters.asset_holding_id;
    if (filters?.portfolio_id)
        params.portfolio_id = filters.portfolio_id;
    if (filters?.reason)
        params.reason = filters.reason;
    if (filters?.start_date)
        params.start_date = filters.start_date;
    if (filters?.end_date)
        params.end_date = filters.end_date;
    if (filters?.order_by)
        params.order_by = filters.order_by;
    return getConfiguredClient().get(ASSET_HOLDING_SNAPSHOT_ENDPOINTS.BASE, {
        params,
    });
};
export const getAssetHoldingSnapshotById = (id) => {
    return getConfiguredClient().get(`${ASSET_HOLDING_SNAPSHOT_ENDPOINTS.BASE}${id}/`);
};
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