@cranberry-money/shared-types/dist/domain/portfolio.d.ts

Shared TypeScript type definitions for Blueberry platform

import type { BaseEntity } from '../common';
import type { TimeSeriesQueryParams } from '../api';
import type { Wallet } from './wallet';
export interface Portfolio extends BaseEntity {
    userAccount: string;
    name: string;
    template: string | null;
    isActive: boolean;
    walletUuids: string[];
    walletCount: number;
    totalValue: string;
    wallets?: Wallet[];
}
export type CreatePortfolio = Omit<Portfolio, 'uuid' | 'createdAt' | 'updatedAt' | 'totalValue' | 'userAccount'>;
export type UpdatePortfolio = Partial<Omit<Portfolio, 'uuid' | 'createdAt' | 'updatedAt' | 'totalValue'>>;
export type PortfolioSnapshotReason = 'DAILY' | 'SWAP' | 'MANUAL';
export interface PortfolioSnapshot extends BaseEntity {
    portfolio: string;
    portfolioName?: string;
    accountId?: string;
    holdingsData: Record<string, {
        symbol: string;
        quantity: string;
        price?: string;
        marketValue?: string;
        wallets?: Array<{
            walletUuid: string;
            quantity: string;
        }>;
    }>;
    totalMarketValue?: string;
    snapshotDate: string;
    snapshotReason: PortfolioSnapshotReason;
}
/**
 * Query parameters for portfolio snapshot endpoints.
 * Extends TimeSeriesQueryParams for limit-based pagination with date range filtering.
 *
 * NAMING CONVENTION: Query params use snake_case following REST API URL standards.
 */
export interface PortfolioSnapshotQueryParams extends TimeSeriesQueryParams {
    portfolio?: string;
    user_account?: string;
    user_profile?: string;
    snapshot_reason?: PortfolioSnapshotReason;
}
/**
 * Data point for portfolio chart visualization.
 * Represents a single point in time with aggregated portfolio values.
 */
export interface PortfolioSnapshotDataPoint {
    dayIndex: number;
    date: string;
    totalMarketValue: number;
    assetValues: Record<string, number>;
    assetQuantities: Record<string, number>;
    assetSymbols: string[];
}
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