| 1 | import { frontendConfig } from "../config"; |
| 2 | |
| 3 | export type Money = { |
| 4 | amount: number; |
| 5 | currency: string; |
| 6 | }; |
| 7 | |
| 8 | export type Portfolio = { |
| 9 | portfolioId: string; |
| 10 | name: string; |
| 11 | baseCurrency: string; |
| 12 | createdAt: string; |
| 13 | updatedAt: string; |
| 14 | provider?: string | null; |
| 15 | brokerConnectionId?: string | null; |
| 16 | lastBrokerSyncAt?: string | null; |
| 17 | lastBrokerSyncAttemptAt?: string | null; |
| 18 | lastBrokerSyncErrorCode?: string | null; |
| 19 | acquisitionSource?: "BROKER_API" | "MANUAL_CSV_IMPORT" | null; |
| 20 | sourceAccountReference?: string | null; |
| 21 | lastImportedAt?: string | null; |
| 22 | lastImportedFilename?: string | null; |
| 23 | }; |
| 24 | |
| 25 | export type PortfolioListItem = { |
| 26 | portfolioId: string; |
| 27 | name: string; |
| 28 | baseCurrency: string; |
| 29 | totalMarketValue: Money | null; |
| 30 | unrealizedProfitLoss: Money | null; |
| 31 | unrealizedProfitLossPercent: number | null; |
| 32 | positions: number; |
| 33 | updatedAt: string; |
| 34 | provider?: string | null; |
| 35 | brokerConnectionId?: string | null; |
| 36 | lastBrokerSyncAt?: string | null; |
| 37 | lastBrokerSyncAttemptAt?: string | null; |
| 38 | lastBrokerSyncErrorCode?: string | null; |
| 39 | valuationComplete: boolean; |
| 40 | acquisitionSource?: "BROKER_API" | "MANUAL_CSV_IMPORT" | null; |
| 41 | sourceAccountReference?: string | null; |
| 42 | lastImportedAt?: string | null; |
| 43 | lastImportedFilename?: string | null; |
| 44 | }; |
| 45 | |
| 46 | export type PortfolioDashboard = { |
| 47 | currencyTotals: Record<string, number>; |
| 48 | portfolios: PortfolioListItem[]; |
| 49 | incompleteValuationPortfolioIds: string[]; |
| 50 | }; |
| 51 | |
| 52 | export type SectorPerformanceStock = { globalInstrumentId: string; companyName: string; ticker: string; exchange: string; currency: string; latestPrice: number; referencePrice: number; performancePct: number | null; }; |
| 53 | export type SectorPerformance = { region: "USA" | "EUROPE" | "INDIA"; sector: string; period: "DAY" | "WEEK" | "MONTH" | "YEAR"; asOf?: string | null; bestPerformers: SectorPerformanceStock[]; worstPerformers: SectorPerformanceStock[] }; |
| 54 | export type MarketUniverseSector = { name: string; instrumentCount: number }; |
| 55 | export type MarketUniverseSectors = { region: SectorPerformance["region"]; sectors: MarketUniverseSector[] }; |
| 56 | |
| 57 | export type ResearchInstrumentMatch = { |
| 58 | canonicalSymbol: string; |
| 59 | globalInstrumentId: string; |
| 60 | companyName: string; |
| 61 | symbol: string; |
| 62 | exchange: string; |
| 63 | mic?: string; |
| 64 | country: string; |
| 65 | currency?: string; |
| 66 | isin?: string; |
| 67 | sector?: string | null; |
| 68 | industry?: string | null; |
| 69 | assetType: string; |
| 70 | score?: number | null; |
| 71 | region: SectorPerformance["region"]; |
| 72 | }; |
| 73 | export type ResearchRequirementStatus = "READY_FRESH" | "READY_STALE" | "PARTIAL" | "MISSING" |
| 74 | | "CONFLICTING" | "UNSUPPORTED" | "REFRESHING" | "FAILED" | "NOT_APPLICABLE"; |
| 75 | export type ResearchSupportedAction = "FIND_DATA" | "UPLOAD_EVIDENCE" | "RUN_PARTIAL_ANALYSIS"; |
| 76 | export type ResearchReadinessRequirement = { |
| 77 | requirementId: string; |
| 78 | area: string; |
| 79 | areaWeightPct: number; |
| 80 | importance: "MANDATORY" | "IMPORTANT" | "SUPPORTING"; |
| 81 | mandatory: boolean; |
| 82 | status: ResearchRequirementStatus; |
| 83 | applicability?: "APPLICABLE" | "PARTIALLY_APPLICABLE" | "NOT_APPLICABLE" | "UNKNOWN"; |
| 84 | applicabilityReason?: string | null; |
| 85 | businessClassification?: string | null; |
| 86 | classificationSource?: string | null; |
| 87 | acquisitionObservation?: { outcome?: string | null; provider?: string | null; observed_at?: string | null; failure_reason?: string | null; history?: { outcome: string; provider: string; observed_at: string }[]; news_readiness?: string | null; coverage?: number | null; run_id?: string | null; } | null; |
| 88 | sourceProvider?: string | null; |
| 89 | sourceTier?: string | null; |
| 90 | sourceUrl?: string | null; |
| 91 | asOf?: string | null; |
| 92 | retrievedAt?: string | null; |
| 93 | ageSeconds?: number | null; |
| 94 | freshnessPolicy: { |
| 95 | policyId: string; |
| 96 | mode: string; |
| 97 | maximumAgeSeconds?: number | null; |
| 98 | scoringWindowDays?: number | null; |
| 99 | }; |
| 100 | evidenceIds: string[]; |
| 101 | coveredInputIds: string[]; |
| 102 | missingInputIds: string[]; |
| 103 | concreteRequirements: Array<{ inputId: string; importance: "MANDATORY" | "IMPORTANT" | "SUPPORTING"; covered: boolean; applicability?: string; applicabilityReason?: string | null }>; |
| 104 | coveragePct: number; |
| 105 | criticalCoveragePct: number; |
| 106 | missingReason?: string | null; |
| 107 | conflictReason?: string | null; |
| 108 | supportedActions: ResearchSupportedAction[]; |
| 109 | }; |
| 110 | export type ResearchReadiness = { |
| 111 | globalInstrumentId: string; |
| 112 | overallStatus: ResearchRequirementStatus; |
| 113 | overallCompletenessPct: number; |
| 114 | criticalCompletenessPct: number; |
| 115 | confidence: "HIGH" | "MEDIUM" | "LOW"; |
| 116 | confidencePct: number; |
| 117 | generatedAt: string; |
| 118 | requirements: ResearchReadinessRequirement[]; |
| 119 | analysisEligibility?: { |
| 120 | fullAnalysisAllowed: boolean; |
| 121 | partialAnalysisAllowed: boolean; |
| 122 | blockingRequirements: string[]; |
| 123 | reason: string; |
| 124 | }; |
| 125 | refreshState?: { |
| 126 | plannedRequirements: string[]; |
| 127 | executedCapabilities: string[]; |
| 128 | reusedSingleFlight: boolean; |
| 129 | failureReasons: Record<string, string>; |
| 130 | }; |
| 131 | }; |
| 132 | export type StockRuleEngineMetric = { |
| 133 | metric: string; |
| 134 | value: unknown; |
| 135 | unit?: string | null; |
| 136 | score: number; |
| 137 | rule: string; |
| 138 | configuredSubruleWeight: number; |
| 139 | appliedWeightPct: number; |
| 140 | source: string; |
| 141 | sourceUrl?: string | null; |
| 142 | asOf?: string | null; |
| 143 | evidenceReferences: string[]; |
| 144 | }; |
| 145 | export type StockRuleEngineAreaScore = { |
| 146 | area: string; |
| 147 | weight: number; |
| 148 | rawScore?: number | null; |
| 149 | weightedContribution: number; |
| 150 | status: "READY_FRESH" | "READY_STALE" | "PARTIAL" | "CONFLICTING" | "UNSCORABLE" | "UNSUPPORTED" | "NOT_APPLICABLE"; |
| 151 | applicable: boolean; |
| 152 | metrics: StockRuleEngineMetric[]; |
| 153 | positiveFactors: string[]; |
| 154 | negativeFactors: string[]; |
| 155 | evidenceReferences: string[]; |
| 156 | sourceReferences: Array<{ |
| 157 | sourceProvider?: string | null; |
| 158 | sourceTier?: string | null; |
| 159 | sourceUrl: string; |
| 160 | asOf?: string | null; |
| 161 | retrievedAt?: string | null; |
| 162 | evidenceReferences: string[]; |
| 163 | }>; |
| 164 | missingInputs: string[]; |
| 165 | }; |
| 166 | export type StockRuleEngineAnalysis = { |
| 167 | ruleEngineVersion: string; |
| 168 | calculatedAt: string; |
| 169 | globalInstrumentId: string; |
| 170 | inputAsOf?: string | null; |
| 171 | inputFingerprint: string; |
| 172 | overallScore?: number | null; |
| 173 | qualityScore?: number | null; |
| 174 | opportunityScore?: number | null; |
| 175 | riskScore?: number | null; |
| 176 | confidenceScore: number; |
| 177 | confidence: "HIGH" | "MEDIUM" | "LOW"; |
| 178 | decisionSignal: "STRONG_BUY" | "BUY" | "ACCUMULATE" | "HOLD" | "REDUCE" | "AVOID" | "EXIT_REVIEW" | "INSUFFICIENT_DATA"; |
| 179 | partial: boolean; |
| 180 | cacheHit: boolean; |
| 181 | eligibility: NonNullable<ResearchReadiness["analysisEligibility"]>; |
| 182 | areaScores: StockRuleEngineAreaScore[]; |
| 183 | riskOverrides: Array<{ code: string; severity: "HIGH" | "CRITICAL"; effect: "BLOCK_BUY"; evidenceIds: string[] }>; |
| 184 | missingInputs: string[]; |
| 185 | evidenceReferences: string[]; |
| 186 | }; |
| 187 | export type ResearchWatchlist = { |
| 188 | watchlistId: string; |
| 189 | name: "IND-WATCHLIST" | "EU-WATCHLIST" | "USA-WATCHLIST" | string; |
| 190 | region: SectorPerformance["region"]; |
| 191 | systemDefault: boolean; |
| 192 | instrumentCount: number; |
| 193 | createdAt: string; |
| 194 | updatedAt: string; |
| 195 | }; |
| 196 | export type WatchlistResearchInstrument = { |
| 197 | globalInstrumentId: string; |
| 198 | companyName?: string | null; |
| 199 | ticker?: string | null; |
| 200 | exchange?: string | null; |
| 201 | country?: string | null; |
| 202 | currency?: string | null; |
| 203 | assetType?: string | null; |
| 204 | held: false; |
| 205 | sourcePeriod?: SectorPerformance["period"] | null; |
| 206 | sourcePerformancePct?: number | null; |
| 207 | addedAt?: string | null; |
| 208 | marketData?: WatchlistMarketData | null; |
| 209 | company: PortfolioResearchCompany; |
| 210 | }; |
| 211 | export type WatchlistResearchPresentation = { |
| 212 | watchlist: ResearchWatchlist; |
| 213 | instruments: WatchlistResearchInstrument[]; |
| 214 | }; |
| 215 | export type MarketDataEnsureStatus = { |
| 216 | region: "INDIA"; |
| 217 | universe: { status: "FRESH" | "STALE" | "REFRESH_STARTED" | "UNAVAILABLE"; lastUpdatedAt?: string | null }; |
| 218 | historicalPrices: { |
| 219 | status: "FRESH" | "STALE" | "POPULATION_STARTED" | "RUNNING" | "UNAVAILABLE"; |
| 220 | jobId?: string | null; |
| 221 | lastObservedAt?: string | null; |
| 222 | eligibleInstruments?: number; |
| 223 | coveredInstruments?: number; |
| 224 | }; |
| 225 | }; |
| 226 | |
| 227 | export type Instrument = { |
| 228 | instrumentId: string; |
| 229 | globalInstrumentId?: string | null; |
| 230 | provider?: string | null; |
| 231 | providerInstrumentId?: string | null; |
| 232 | isin?: string | null; |
| 233 | ticker: string; |
| 234 | exchange: string; |
| 235 | mic?: string | null; |
| 236 | companyName: string; |
| 237 | assetType: string; |
| 238 | country?: string | null; |
| 239 | tradingCurrency: string; |
| 240 | sector?: string | null; |
| 241 | industry?: string | null; |
| 242 | brokerSymbol?: string | null; |
| 243 | brokerDescription?: string | null; |
| 244 | brokerExchange?: string | null; |
| 245 | canonicalSymbol?: string | null; |
| 246 | canonicalName?: string | null; |
| 247 | canonicalExchange?: string | null; |
| 248 | canonicalMic?: string | null; |
| 249 | securityType?: string | null; |
| 250 | providerMappings?: Array<{ |
| 251 | provider: string; |
| 252 | providerSymbol?: string | null; |
| 253 | providerInstrumentId?: string | null; |
| 254 | exchange?: string | null; |
| 255 | currency?: string | null; |
| 256 | status: string; |
| 257 | resolutionSource?: string | null; |
| 258 | failureReason?: string | null; |
| 259 | confidence?: number | null; |
| 260 | }>; |
| 261 | }; |
| 262 | |
| 263 | export type Quote = { |
| 264 | bid?: Money; |
| 265 | ask?: Money; |
| 266 | last?: Money; |
| 267 | previousClose?: Money; |
| 268 | currency?: string; |
| 269 | timestamp?: string; |
| 270 | source?: string; |
| 271 | freshness?: "REAL_TIME" | "DELAYED" | "END_OF_DAY" | "STALE" | "MOCK" | "UNAVAILABLE"; |
| 272 | marketStatus?: string; |
| 273 | sourceTimestamp?: string; |
| 274 | receivedAt?: string; |
| 275 | }; |
| 276 | |
| 277 | export type WatchlistSnapshot = { |
| 278 | providerTicker?: string | null; |
| 279 | exchange?: string | null; |
| 280 | currency?: string | null; |
| 281 | quoteType?: string | null; |
| 282 | price?: number | null; |
| 283 | priceCurrency?: string | null; |
| 284 | marketAsOf?: string | null; |
| 285 | retrievedAt?: string | null; |
| 286 | source?: string | null; |
| 287 | status?: string | null; |
| 288 | previousClose?: number | null; |
| 289 | bid?: number | null; |
| 290 | ask?: number | null; |
| 291 | volume?: number | null; |
| 292 | averageVolume10Day?: number | null; |
| 293 | averageVolume3Month?: number | null; |
| 294 | fiftyTwoWeekHigh?: number | null; |
| 295 | fiftyTwoWeekLow?: number | null; |
| 296 | marketCap?: number | null; |
| 297 | enterpriseValue?: number | null; |
| 298 | peRatio?: number | null; |
| 299 | forwardPe?: number | null; |
| 300 | pbRatio?: number | null; |
| 301 | psRatio?: number | null; |
| 302 | pegRatio?: number | null; |
| 303 | evEbitda?: number | null; |
| 304 | trailingEps?: number | null; |
| 305 | forwardEps?: number | null; |
| 306 | roe?: number | null; |
| 307 | roa?: number | null; |
| 308 | roce?: number | null; |
| 309 | netMargin?: number | null; |
| 310 | operatingMargin?: number | null; |
| 311 | debt?: number | null; |
| 312 | cash?: number | null; |
| 313 | debtEquity?: number | null; |
| 314 | revenueGrowth?: number | null; |
| 315 | earningsGrowth?: number | null; |
| 316 | freeCashFlow?: number | null; |
| 317 | operatingCashFlow?: number | null; |
| 318 | }; |
| 319 | |
| 320 | export type WatchlistMarketData = { |
| 321 | canonicalName?: string | null; |
| 322 | isin?: string | null; |
| 323 | providerMappings?: Instrument["providerMappings"]; |
| 324 | snapshot?: WatchlistSnapshot | null; |
| 325 | quote?: Quote | null; |
| 326 | marketDataError?: string | null; |
| 327 | }; |
| 328 | |
| 329 | export type PortfolioPosition = { |
| 330 | positionId: string; |
| 331 | portfolioId: string; |
| 332 | instrument: Instrument; |
| 333 | quantity: number; |
| 334 | averageCost: Money; |
| 335 | currentPrice: Money | null; |
| 336 | importedPrice?: Money | null; |
| 337 | marketValue: Money | null; |
| 338 | costBasis: Money; |
| 339 | unrealizedProfitLoss: Money | null; |
| 340 | unrealizedProfitLossPercent: number | null; |
| 341 | brokerType: string; |
| 342 | sourceType: string; |
| 343 | displayName: string; |
| 344 | customDisplayName?: string | null; |
| 345 | dataFreshness: string; |
| 346 | lastUpdated: string; |
| 347 | quote?: Quote | null; |
| 348 | }; |
| 349 | |
| 350 | export type Allocation = { |
| 351 | country: Record<string, number>; |
| 352 | currency: Record<string, number>; |
| 353 | sector: Record<string, number>; |
| 354 | assetType: Record<string, number>; |
| 355 | broker: Record<string, number>; |
| 356 | }; |
| 357 | |
| 358 | export type PortfolioSummary = { |
| 359 | portfolioId: string; |
| 360 | baseCurrency: string; |
| 361 | totalMarketValue: Money | null; |
| 362 | totalCostBasis: Money; |
| 363 | unrealizedProfitLoss: Money | null; |
| 364 | unrealizedProfitLossPercent: number | null; |
| 365 | cash: Money; |
| 366 | positions: number; |
| 367 | allocation: Allocation; |
| 368 | }; |
| 369 | |
| 370 | export type PortfolioHistoryRange = "1D" | "5D" | "1W" | "1M" | "1Y" | "2Y" | "3Y" | "4Y" | "5Y" | "MAX"; |
| 371 | |
| 372 | export type PortfolioHistoryPoint = { |
| 373 | timestamp: string; |
| 374 | marketValue: Money; |
| 375 | investedCapital?: Money | null; |
| 376 | investedCapitalStatus: string; |
| 377 | cash: Money; |
| 378 | positionsMarketValue: Money; |
| 379 | unrealizedPnl: Money; |
| 380 | realizedPnl?: Money | null; |
| 381 | broker: string; |
| 382 | source: string; |
| 383 | dataFreshness: string; |
| 384 | }; |
| 385 | |
| 386 | export type PortfolioHistory = { |
| 387 | portfolioId: string; |
| 388 | baseCurrency: string; |
| 389 | range: PortfolioHistoryRange; |
| 390 | from?: string | null; |
| 391 | to: string; |
| 392 | investedCapitalStatus: string; |
| 393 | backfillAvailable: boolean; |
| 394 | points: PortfolioHistoryPoint[]; |
| 395 | }; |
| 396 | |
| 397 | export type BrokerProviderInfo = { |
| 398 | brokerType: string; |
| 399 | displayName: string; |
| 400 | connectable: boolean; |
| 401 | unavailableReason?: string | null; |
| 402 | status: string; |
| 403 | providerStatus: string; |
| 404 | code: string; |
| 405 | message: string; |
| 406 | dataFreshness: string; |
| 407 | readOnly: boolean; |
| 408 | officialProviderSetupRequired: boolean; |
| 409 | consumerAuthMode: "BROKER_REDIRECT" | "PARTNER_OAUTH" | "INDIVIDUAL_API_CREDENTIALS" | "PARTNER_UNAVAILABLE" | "NONE"; |
| 410 | individualApiSupported: boolean; |
| 411 | advancedIndividualMode: boolean; |
| 412 | manualImportSupported: boolean; |
| 413 | manualImportParserStatus: "SUPPORTED" | "UNCONFIGURED" | "UNAVAILABLE"; |
| 414 | }; |
| 415 | |
| 416 | export type PortfolioImportPreview = { |
| 417 | portfolioName: string; |
| 418 | broker: string; |
| 419 | sourceType: "MANUAL_CSV_IMPORT"; |
| 420 | rowsDetected: number; |
| 421 | validHoldings: number; |
| 422 | rejectedRows: number; |
| 423 | columnsMapped: string[]; |
| 424 | issues: string[]; |
| 425 | updatesExistingPortfolio: boolean; |
| 426 | parserSupported: boolean; |
| 427 | statementAt?: string | null; |
| 428 | currency: string; |
| 429 | holdings: Array<{ companyName: string; symbol: string; quantity: number; averageCost: number; |
| 430 | importedPrice: number; marketValue: number; unrealizedPnl: number }>; |
| 431 | }; |
| 432 | |
| 433 | export type PortfolioImportResult = { |
| 434 | portfolioId: string; |
| 435 | portfolioName: string; |
| 436 | broker: string; |
| 437 | sourceType: "MANUAL_CSV_IMPORT"; |
| 438 | importedAt: string; |
| 439 | rowCount: number; |
| 440 | acceptedCount: number; |
| 441 | rejectedCount: number; |
| 442 | updatedExistingPortfolio: boolean; |
| 443 | }; |
| 444 | |
| 445 | export type BrokerAuthenticationAction = { |
| 446 | connectionId: string; |
| 447 | provider: string; |
| 448 | status: string; |
| 449 | action: "NONE" | "REDIRECT_REQUIRED" | "POPUP_REQUIRED" | "CALLBACK_PENDING" |
| 450 | | "CONSENT_REQUIRED" | "AUTHENTICATION_REQUIRED" | "PARTNER_AUTH_UNAVAILABLE" |
| 451 | | "UNAVAILABLE" | "UNSUPPORTED"; |
| 452 | authenticationUrl?: string | null; |
| 453 | message: string; |
| 454 | }; |
| 455 | |
| 456 | export type BrokerAuthStatus = { |
| 457 | connectionId: string; |
| 458 | state: string; |
| 459 | authenticated: boolean; |
| 460 | }; |
| 461 | |
| 462 | export type BrokerCredentialStatus = { |
| 463 | connectionId: string; |
| 464 | provider: string; |
| 465 | configured: boolean; |
| 466 | requiredFields: string[]; |
| 467 | message: string; |
| 468 | }; |
| 469 | |
| 470 | export type BrokerPortfolioSync = { |
| 471 | connectionId: string; |
| 472 | provider?: string | null; |
| 473 | status: string; |
| 474 | action: string; |
| 475 | message: string; |
| 476 | completedAt: string; |
| 477 | portfolios: PortfolioListItem[]; |
| 478 | }; |
| 479 | |
| 480 | export type BrokerConnection = { |
| 481 | connectionId: string; |
| 482 | brokerType: string; |
| 483 | displayName: string; |
| 484 | status: string; |
| 485 | connectedAt?: string | null; |
| 486 | lastSuccessfulSyncAt?: string | null; |
| 487 | lastSyncAttemptAt?: string | null; |
| 488 | lastErrorCode?: string | null; |
| 489 | createdAt: string; |
| 490 | updatedAt: string; |
| 491 | capabilities: string[]; |
| 492 | providerStatus: string; |
| 493 | dataFreshness: string; |
| 494 | readOnly: boolean; |
| 495 | }; |
| 496 | |
| 497 | export type ApiFailure = { |
| 498 | message: string; |
| 499 | correlationId?: string; |
| 500 | status?: number; |
| 501 | }; |
| 502 | |
| 503 | export type AuthenticatedUser = { |
| 504 | userId: string; |
| 505 | issuer: string; |
| 506 | subject: string; |
| 507 | email?: string | null; |
| 508 | displayName?: string | null; |
| 509 | roles: string[]; |
| 510 | }; |
| 511 | |
| 512 | export type LoginResponse = { |
| 513 | accessToken: string; |
| 514 | tokenType: "Bearer"; |
| 515 | expiresAt: string; |
| 516 | user: AuthenticatedUser; |
| 517 | }; |
| 518 | export type RegistrationResponse = { userId: string; status: "EMAIL_VERIFICATION_PENDING" }; |
| 519 | |
| 520 | export type ResearchProfile = { |
| 521 | instrumentId: string; |
| 522 | companyId: string; |
| 523 | companyName: string; |
| 524 | aliases: string[]; |
| 525 | isin?: string | null; |
| 526 | ticker: string; |
| 527 | exchange: string; |
| 528 | mic: string; |
| 529 | country: string; |
| 530 | currency: string; |
| 531 | }; |
| 532 | |
| 533 | export type ResearchEvent = { |
| 534 | eventId: string; |
| 535 | instrumentId: string; |
| 536 | companyId: string; |
| 537 | eventType: string; |
| 538 | eventDate?: string | null; |
| 539 | detectedAt: string; |
| 540 | title: string; |
| 541 | summary: string; |
| 542 | sourceDocumentId: string; |
| 543 | sourceUrl: string; |
| 544 | sourceType: string; |
| 545 | sourceClassification?: string; |
| 546 | reliability: string; |
| 547 | sourceMode: "DEMO" | "REAL"; |
| 548 | confidence: number; |
| 549 | impact: string; |
| 550 | timeHorizon: string; |
| 551 | currency?: string | null; |
| 552 | monetaryValue?: number | null; |
| 553 | monetaryOriginal?: string | null; |
| 554 | percentageValue?: number | null; |
| 555 | percentageOriginal?: string | null; |
| 556 | customer?: string | null; |
| 557 | counterparty?: string | null; |
| 558 | location?: string | null; |
| 559 | capacityValue?: number | null; |
| 560 | capacityUnit?: string | null; |
| 561 | status: string; |
| 562 | rawEvidenceReference: string; |
| 563 | publishedAt?: string | null; |
| 564 | retrievedAt?: string | null; |
| 565 | supportingSources?: ResearchEvidenceSource[]; |
| 566 | independenceKey?: string | null; |
| 567 | }; |
| 568 | |
| 569 | export type ResearchEvidenceSource = { |
| 570 | publisher?: string | null; |
| 571 | url: string; |
| 572 | sourceType: string; |
| 573 | publishedAt?: string | null; |
| 574 | retrievedAt: string; |
| 575 | reliability: string; |
| 576 | sourceMode: "DEMO" | "REAL"; |
| 577 | documentId: string; |
| 578 | sourceName: string; |
| 579 | canonicalUrl: string; |
| 580 | independent: boolean; |
| 581 | }; |
| 582 | |
| 583 | export type ResearchDocument = { |
| 584 | documentId: string; |
| 585 | canonicalUrl: string; |
| 586 | originalUrl: string; |
| 587 | title?: string | null; |
| 588 | sourceType: string; |
| 589 | sourceClassification?: string; |
| 590 | sourceName: string; |
| 591 | publisher?: string | null; |
| 592 | publishedAt?: string | null; |
| 593 | retrievedAt: string; |
| 594 | language?: string | null; |
| 595 | contentType: string; |
| 596 | documentType: string; |
| 597 | contentHash: string; |
| 598 | instrumentId?: string | null; |
| 599 | companyId?: string | null; |
| 600 | country?: string | null; |
| 601 | exchange?: string | null; |
| 602 | status: string; |
| 603 | reliabilityLevel: string; |
| 604 | sourceMode: "DEMO" | "REAL"; |
| 605 | freshness: string; |
| 606 | entityResolutionConfidence: number; |
| 607 | discoveredAt?: string | null; |
| 608 | discoveryProvider?: string | null; |
| 609 | sourceIndependenceKey?: string | null; |
| 610 | duplicateOfDocumentId?: string | null; |
| 611 | }; |
| 612 | |
| 613 | export type CatalystScore = { |
| 614 | instrumentId: string; |
| 615 | overallScore: number; |
| 616 | buckets: Record<string, number | null>; |
| 617 | categoryEvidence?: Record< |
| 618 | string, |
| 619 | { |
| 620 | category: string; |
| 621 | status: "POSITIVE_EVIDENCE" | "NEUTRAL_EVIDENCE" | "NEGATIVE_EVIDENCE" | "MIXED_EVIDENCE" | "NO_EVIDENCE"; |
| 622 | score?: number | null; |
| 623 | eventCount: number; |
| 624 | sourceCount: number; |
| 625 | independentSourceCount?: number; |
| 626 | hasConflict?: boolean; |
| 627 | supportingEvents?: ResearchEvent[]; |
| 628 | } |
| 629 | >; |
| 630 | aggregationRule?: string; |
| 631 | researchConfidence: number; |
| 632 | generatedAt: string; |
| 633 | }; |
| 634 | |
| 635 | export type ResearchSummary = { |
| 636 | profile: ResearchProfile; |
| 637 | catalystScore: CatalystScore; |
| 638 | recentEvents: ResearchEvent[]; |
| 639 | documents: ResearchDocument[]; |
| 640 | lastRefreshAt?: string | null; |
| 641 | dataFreshness: string; |
| 642 | demo: boolean; |
| 643 | sourceMix: Record<string, number>; |
| 644 | }; |
| 645 | |
| 646 | export type ProvenancedValue = { |
| 647 | value: unknown; |
| 648 | unit?: string | null; |
| 649 | asOfDate?: string | null; |
| 650 | period?: string | null; |
| 651 | sourceUrl: string; |
| 652 | sourceName: string; |
| 653 | sourceType?: string | null; |
| 654 | publishedAt?: string | null; |
| 655 | retrievedAt: string; |
| 656 | confidence?: number | null; |
| 657 | calculationBasis?: string | null; |
| 658 | }; |
| 659 | |
| 660 | export type QuarterlyResult = { |
| 661 | period: string; resultDate?: string | null; |
| 662 | documentTitle?: string | null; extractionStatus?: string | null; reportingBasis?: "CONSOLIDATED" | "STANDALONE" | null; |
| 663 | revenue?: ProvenancedValue | null; revenueYoYPercent?: ProvenancedValue | null; revenueQoQPercent?: ProvenancedValue | null; |
| 664 | ebitda?: ProvenancedValue | null; ebitdaMargin?: ProvenancedValue | null; ebitdaYoYPercent?: ProvenancedValue | null; |
| 665 | pat?: ProvenancedValue | null; patYoYPercent?: ProvenancedValue | null; patQoQPercent?: ProvenancedValue | null; |
| 666 | eps?: ProvenancedValue | null; sourceName: string; sourceUrl: string; sourceType: string; |
| 667 | debtOrBorrowings?: ProvenancedValue | null; exceptionalItems?: string | null; segmentInformation?: string | null; |
| 668 | managementCommentary?: string[]; yoySummary?: string | null; |
| 669 | nim?: ProvenancedValue | null; roa?: ProvenancedValue | null; roe?: ProvenancedValue | null; |
| 670 | grossNpa?: ProvenancedValue | null; netNpa?: ProvenancedValue | null; deposits?: ProvenancedValue | null; |
| 671 | advances?: ProvenancedValue | null; capitalAdequacy?: ProvenancedValue | null; creditCost?: ProvenancedValue | null; |
| 672 | publishedAt?: string | null; retrievedAt: string; confidence: number; |
| 673 | }; |
| 674 | |
| 675 | export type FinancialResultPeriod = { |
| 676 | period: string; |
| 677 | periodType: string; |
| 678 | reportingBasis?: string | null; |
| 679 | revenue?: ProvenancedValue | null; |
| 680 | operatingIncome?: ProvenancedValue | null; |
| 681 | ebit?: ProvenancedValue | null; |
| 682 | ebitda?: ProvenancedValue | null; |
| 683 | pat?: ProvenancedValue | null; |
| 684 | eps?: ProvenancedValue | null; |
| 685 | sourceName: string; |
| 686 | sourceUrl: string; |
| 687 | sourceType: string; |
| 688 | publishedAt?: string | null; |
| 689 | retrievedAt: string; |
| 690 | confidence: number; |
| 691 | }; |
| 692 | |
| 693 | export type FinancialStatementPeriod = { |
| 694 | period: string; |
| 695 | periodType: string; |
| 696 | reportingBasis?: string | null; |
| 697 | metrics: Record<string, ProvenancedValue>; |
| 698 | }; |
| 699 | |
| 700 | export type ShareholdingChange = { |
| 701 | category: string; current: ProvenancedValue; previous: ProvenancedValue; |
| 702 | currentPeriod: string; previousPeriod: string; changePercentagePoints: string; sourceDate?: string | null; |
| 703 | }; |
| 704 | |
| 705 | export type ShareholdingSnapshot = { |
| 706 | id: string; instrumentId: string; periodEnd: string; filingBasis?: string | null; |
| 707 | sourceProvider: string; sourceType: string; sourceUrl: string; publishedAt?: string | null; |
| 708 | retrievedAt: string; confidence: string | number; reliabilityLevel: string; sourceMode: string; |
| 709 | values: Array<{ category: string; percentage: string; metricBasis?: string | null; rawSourceLabel?: string | null; sourceLocator?: string | null; evidenceText?: string | null }>; |
| 710 | }; |
| 711 | |
| 712 | export type ValuationAssessment = { |
| 713 | state: "CHEAP" | "FAIR" | "EXPENSIVE" | "UNKNOWN"; reason: string; |
| 714 | currentPe?: ProvenancedValue | null; sectorPe?: ProvenancedValue | null; peerPe?: ProvenancedValue | null; |
| 715 | historicalPe?: ProvenancedValue | null; roe?: ProvenancedValue | null; roce?: ProvenancedValue | null; |
| 716 | }; |
| 717 | |
| 718 | export type StructuredMarketSnapshot = { |
| 719 | resolution: { providerTicker: string; companyName: string; exchange?: string | null; currency?: string | null; quoteType?: string | null; status: string }; |
| 720 | status: string; |
| 721 | retrievedAt: string; |
| 722 | marketAsOf?: string | null; |
| 723 | sourceName: string; |
| 724 | sourceType: string; |
| 725 | sourceUrl: string; |
| 726 | facts: Record<string, ProvenancedValue>; |
| 727 | news: Array<{ headline: string; publisher: string; url: string; publishedAt?: string | null; retrievedAt: string }>; |
| 728 | acceptedFieldsCount: number; |
| 729 | safeErrorCode?: string | null; |
| 730 | }; |
| 731 | |
| 732 | export type EtfResearchProfile = { |
| 733 | instrumentId: string; |
| 734 | fundId: string; |
| 735 | fundName: string; |
| 736 | ticker: string; |
| 737 | exchange: string; |
| 738 | mic: string; |
| 739 | provider?: string | null; |
| 740 | providerInstrumentId?: string | null; |
| 741 | isin?: string | null; |
| 742 | currency?: string | null; |
| 743 | fundProvider?: string | null; |
| 744 | underlyingIndex?: string | null; |
| 745 | knownDomains: string[]; |
| 746 | facts: Record<string, ProvenancedValue>; |
| 747 | }; |
| 748 | |
| 749 | export type PortfolioResearchCompany = { |
| 750 | instrumentId?: string | null; |
| 751 | companyId?: string | null; |
| 752 | companyName: string; |
| 753 | ticker?: string | null; |
| 754 | exchange?: string | null; |
| 755 | isin?: string | null; |
| 756 | provider?: string | null; |
| 757 | providerInstrumentId?: string | null; |
| 758 | assetType?: string | null; |
| 759 | status: string; |
| 760 | catalystScore?: number | null; |
| 761 | confidence?: number | null; |
| 762 | evidenceCoverage: Record<string, string>; |
| 763 | latestEvent?: ResearchEvent | null; |
| 764 | positiveEventsCount: number; |
| 765 | negativeEventsCount: number; |
| 766 | neutralEventsCount: number; |
| 767 | documentCount: number; |
| 768 | eventCount: number; |
| 769 | sourceCount: number; |
| 770 | lastRefresh?: string | null; |
| 771 | freshness: string; |
| 772 | mode: string; |
| 773 | missingCategories: string[]; |
| 774 | etfProfile?: EtfResearchProfile | null; |
| 775 | currentPrice?: string | null; |
| 776 | entryZoneLow?: string | null; |
| 777 | entryZoneHigh?: string | null; |
| 778 | target1?: string | null; |
| 779 | target2?: string | null; |
| 780 | riskInvalidationLevel?: string | null; |
| 781 | potentialUpsidePct?: string | null; |
| 782 | potentialDownsidePct?: string | null; |
| 783 | riskRewardRatio?: string | null; |
| 784 | safeErrorCode?: string | null; |
| 785 | safeErrorMessage?: string | null; |
| 786 | latestQuarterlyResult?: QuarterlyResult | null; |
| 787 | financialResultHistory: FinancialResultPeriod[]; |
| 788 | balanceSheetHistory: FinancialStatementPeriod[]; |
| 789 | cashFlowHistory: FinancialStatementPeriod[]; |
| 790 | quarterlyResultStatus?: string; |
| 791 | structuredMarket?: StructuredMarketSnapshot | null; |
| 792 | structuredProviderStatus?: string | null; |
| 793 | priceFreshness?: string; |
| 794 | shareholdingChanges: ShareholdingChange[]; |
| 795 | shareholdingSnapshots?: ShareholdingSnapshot[]; |
| 796 | shareholdingFreshness?: string; |
| 797 | ownershipIncreases: Array<"PROMOTER" | "FII_FPI" | "DII">; |
| 798 | valuation: ValuationAssessment; |
| 799 | currentQuarterCatalysts: ResearchEvent[]; |
| 800 | durableCategoryEvidence?: CatalystScore["categoryEvidence"]; |
| 801 | sourceDiversity: { sourcesFound: number; domainsFound: number; officialSources: number; exchangeSources: number; companySources: number; secondarySources: number }; |
| 802 | }; |
| 803 | |
| 804 | export type PortfolioResearchSummary = { |
| 805 | portfolioId: string; |
| 806 | generatedAt: string; |
| 807 | companiesRequested: number; |
| 808 | companiesResolved: number; |
| 809 | companiesSucceeded: number; |
| 810 | companiesDegraded: number; |
| 811 | companiesFailed: number; |
| 812 | documentsCreated: number; |
| 813 | eventsCreated: number; |
| 814 | deduplicatedCount: number; |
| 815 | companies: PortfolioResearchCompany[]; |
| 816 | totalCompanies: number; completed: number; partial: number; failed: number; unsupported: number; inProgress: number; |
| 817 | }; |
| 818 | |
| 819 | type ApiErrorBody = { |
| 820 | message?: string; |
| 821 | correlationId?: string; |
| 822 | }; |
| 823 | |
| 824 | function currentAuthenticatedApiToken(): string | null { |
| 825 | return typeof window === "undefined" ? null : window.localStorage.getItem("aip.accessToken"); |
| 826 | } |
| 827 | |
| 828 | export async function request<T>(path: string, init?: RequestInit): Promise<T> { |
| 829 | const token = currentAuthenticatedApiToken(); |
| 830 | const response = await fetch(`${frontendConfig.apiBaseUrl}${path}`, { |
| 831 | ...init, |
| 832 | headers: { |
| 833 | ...(init?.body instanceof FormData ? {} : { "Content-Type": "application/json" }), |
| 834 | "X-Correlation-Id": crypto.randomUUID(), |
| 835 | ...(token ? { Authorization: `Bearer ${token}` } : {}), |
| 836 | ...init?.headers |
| 837 | } |
| 838 | }); |
| 839 | |
| 840 | if (!response.ok) { |
| 841 | let body: ApiErrorBody = {}; |
| 842 | try { |
| 843 | body = (await response.json()) as ApiErrorBody; |
| 844 | } catch { |
| 845 | body = {}; |
| 846 | } |
| 847 | |
| 848 | const failure: ApiFailure = { |
| 849 | message: body.message ?? "The request could not be completed.", |
| 850 | correlationId: body.correlationId ?? response.headers.get("X-Correlation-Id") ?? undefined, |
| 851 | status: response.status |
| 852 | }; |
| 853 | if (response.status === 401 && typeof window !== "undefined") { |
| 854 | window.localStorage.removeItem("aip.accessToken"); |
| 855 | window.localStorage.removeItem("aip.user"); |
| 856 | window.dispatchEvent(new Event("aip:unauthorized")); |
| 857 | } |
| 858 | throw failure; |
| 859 | } |
| 860 | |
| 861 | if (response.status === 204) { |
| 862 | return undefined as T; |
| 863 | } |
| 864 | |
| 865 | return (await response.json()) as T; |
| 866 | } |
| 867 | |
| 868 | export const authApi = { |
| 869 | register: (payload: { email: string; password: string; firstName: string; lastName: string }) => |
| 870 | request<RegistrationResponse>("/api/v1/auth/register", { method: "POST", body: JSON.stringify(payload) }), |
| 871 | login: (email: string, password: string) => |
| 872 | request<LoginResponse>("/api/v1/auth/login", { method: "POST", body: JSON.stringify({ email, password }) }), |
| 873 | verifyEmail: (token: string) => request<{ userId: string; status: "ACTIVE" }>("/api/v1/auth/verify-email", { method: "POST", body: JSON.stringify({ token }) }), |
| 874 | resendVerification: (email: string) => request<{ message: string }>("/api/v1/auth/resend-verification", { method: "POST", body: JSON.stringify({ email }) }), |
| 875 | requestPasswordReset: (email: string) => request<{ message: string }>("/api/v1/auth/password-reset/request", { method: "POST", body: JSON.stringify({ email }) }), |
| 876 | confirmPasswordReset: (token: string, newPassword: string) => request<void>("/api/v1/auth/password-reset/confirm", { method: "POST", body: JSON.stringify({ token, newPassword }) }), |
| 877 | loginDev: (userKey: "user-a" | "user-b") => |
| 878 | request<LoginResponse>("/api/v1/auth/dev/login", { |
| 879 | method: "POST", |
| 880 | body: JSON.stringify({ userKey }) |
| 881 | }) |
| 882 | }; |
| 883 | |
| 884 | export const portfolioApi = { |
| 885 | listPortfolios: () => request<PortfolioListItem[]>("/api/v1/portfolios"), |
| 886 | getDashboard: () => request<PortfolioDashboard>("/api/v1/portfolios/dashboard"), |
| 887 | ensureMarketData: (region: "INDIA") => |
| 888 | request<MarketDataEnsureStatus>(`/api/v1/research/market-data/ensure?region=${region}`, { method: "POST" }), |
| 889 | getMarketUniverseSectors: (region: SectorPerformance["region"]) => { |
| 890 | const params = new URLSearchParams({ region }); |
| 891 | return request<MarketUniverseSectors>(`/api/v1/research/market-universe/sectors?${params.toString()}`); |
| 892 | }, |
| 893 | getSectorPerformance: (region: SectorPerformance["region"], sector: string, period: SectorPerformance["period"]) => { |
| 894 | // URLSearchParams represents spaces as '+'. This remains one decoded |
| 895 | // query value when the API gateway forwards the request. |
| 896 | const params = new URLSearchParams({ region, sector, period, limit: "5" }); |
| 897 | return request<SectorPerformance>(`/api/v1/research/sector-performance?${params.toString()}`); |
| 898 | }, |
| 899 | createPortfolio: (payload: { name: string; baseCurrency: string }) => |
| 900 | request<Portfolio>("/api/v1/portfolios", { |
| 901 | method: "POST", |
| 902 | body: JSON.stringify(payload) |
| 903 | }), |
| 904 | getPortfolio: (portfolioId: string) => request<Portfolio>(`/api/v1/portfolios/${portfolioId}`), |
| 905 | getPositions: (portfolioId: string) => |
| 906 | request<PortfolioPosition[]>(`/api/v1/portfolios/${portfolioId}/positions`), |
| 907 | refreshPrices: (portfolioId: string) => |
| 908 | request<{ portfolioId: string; refreshed: number; failed: number; skipped: number; completedAt: string }>( |
| 909 | `/api/v1/portfolios/${portfolioId}/prices/refresh`, { method: "POST" } |
| 910 | ), |
| 911 | updateHoldingDisplayName: (portfolioId: string, positionId: string, customDisplayName: string | null) => |
| 912 | request<PortfolioPosition>(`/api/v1/portfolios/${portfolioId}/positions/${positionId}/display-name`, { |
| 913 | method: "PUT", |
| 914 | body: JSON.stringify({ customDisplayName }) |
| 915 | }), |
| 916 | getSummary: (portfolioId: string) => |
| 917 | request<PortfolioSummary>(`/api/v1/portfolios/${portfolioId}/summary`), |
| 918 | getHistory: (portfolioId: string, range: PortfolioHistoryRange) => |
| 919 | request<PortfolioHistory>(`/api/v1/portfolios/${portfolioId}/history?range=${encodeURIComponent(range)}`), |
| 920 | syncPortfolio: (portfolioId: string) => |
| 921 | request<PortfolioSummary>(`/api/v1/portfolios/${portfolioId}/sync`, { method: "POST" }), |
| 922 | importBrokerConnection: (portfolioId: string, connectionId: string) => |
| 923 | request<PortfolioSummary>(`/api/v1/portfolios/${portfolioId}/broker-connections/${connectionId}/import`, { method: "POST" }), |
| 924 | syncBrokerConnection: (connectionId: string) => |
| 925 | request<BrokerPortfolioSync>(`/api/v1/portfolios/broker-connections/${connectionId}/sync`, { method: "POST" }), |
| 926 | previewImport: (brokerType: string, file: File, portfolioName?: string) => { |
| 927 | const body = new FormData(); |
| 928 | body.append("file", file); |
| 929 | if (portfolioName?.trim()) body.append("portfolioName", portfolioName.trim()); |
| 930 | return request<PortfolioImportPreview>(`/api/v1/portfolios/imports/${brokerType.toLowerCase()}/preview`, { method: "POST", body }); |
| 931 | }, |
| 932 | confirmImport: (brokerType: string, file: File, portfolioName?: string) => { |
| 933 | const body = new FormData(); |
| 934 | body.append("file", file); |
| 935 | if (portfolioName?.trim()) body.append("portfolioName", portfolioName.trim()); |
| 936 | return request<PortfolioImportResult>(`/api/v1/portfolios/imports/${brokerType.toLowerCase()}/confirm`, { method: "POST", body }); |
| 937 | } |
| 938 | }; |
| 939 | |
| 940 | export const brokerApi = { |
| 941 | listBrokers: () => request<BrokerProviderInfo[]>("/api/v1/brokers"), |
| 942 | listConnections: () => request<BrokerConnection[]>("/api/v1/broker-connections"), |
| 943 | getConnectionStatus: (connectionId: string) => |
| 944 | request<BrokerConnection>(`/api/v1/broker-connections/${connectionId}/status`), |
| 945 | getAuthStatus: (connectionId: string) => |
| 946 | request<BrokerAuthStatus>(`/api/v1/broker-connections/${connectionId}/auth-status`), |
| 947 | connectMock: () => request<BrokerConnection>("/api/v1/broker-connections/mock", { method: "POST" }), |
| 948 | connectBroker: (brokerType: string) => |
| 949 | request<BrokerConnection>(`/api/v1/broker-connections/${brokerType.toLowerCase()}/connect`, { method: "POST" }), |
| 950 | authenticationAction: (connectionId: string) => |
| 951 | request<BrokerAuthenticationAction>(`/api/v1/broker-connections/${connectionId}/authentication-action`), |
| 952 | configureCredentials: (connectionId: string, clientKey: string, clientSecret: string) => |
| 953 | request<BrokerCredentialStatus>(`/api/v1/broker-connections/${connectionId}/credentials`, { |
| 954 | method: "PUT", body: JSON.stringify({ clientKey, clientSecret }) |
| 955 | }), |
| 956 | attachIciciSession: (connectionId: string, apiSession: string) => |
| 957 | request<BrokerConnection>(`/api/v1/broker-connections/${connectionId}/icici-session`, { |
| 958 | method: "POST", body: JSON.stringify({ apiSession }) |
| 959 | }), |
| 960 | attachHdfcRequestToken: (connectionId: string, requestToken: string) => |
| 961 | request<BrokerConnection>(`/api/v1/broker-connections/${connectionId}/hdfc-request-token`, { |
| 962 | method: "POST", body: JSON.stringify({ requestToken }) |
| 963 | }), |
| 964 | syncConnection: (connectionId: string) => |
| 965 | request<BrokerConnection>(`/api/v1/broker-connections/${connectionId}/sync`, { method: "POST" }), |
| 966 | connectorLogin: (connectorId: string) => |
| 967 | request<{ connectorId: string; loginUrl?: string | null; authStatus: string }>(`/api/v1/broker-connectors/${connectorId}/login`), |
| 968 | disconnectConnection: (connectionId: string) => |
| 969 | request<void>(`/api/v1/broker-connections/${connectionId}`, { method: "DELETE" }) |
| 970 | }; |
| 971 | |
| 972 | export const researchApi = { |
| 973 | listCompanies: () => request<ResearchProfile[]>("/api/v1/research/companies"), |
| 974 | getSummary: (instrumentId: string) => request<ResearchSummary>(`/api/v1/research/companies/${instrumentId}/summary`), |
| 975 | getCompanyPresentation: (instrumentId: string, region: SectorPerformance["region"]) => { |
| 976 | const params = new URLSearchParams({ region }); |
| 977 | return request<PortfolioResearchCompany>( |
| 978 | `/api/v1/research/companies/${instrumentId}/presentation?${params.toString()}` |
| 979 | ); |
| 980 | }, |
| 981 | getEvents: (instrumentId: string, filters?: { eventType?: string; impact?: string; reliability?: string }) => { |
| 982 | const params = new URLSearchParams(); |
| 983 | if (filters?.eventType) params.set("eventType", filters.eventType); |
| 984 | if (filters?.impact) params.set("impact", filters.impact); |
| 985 | if (filters?.reliability) params.set("reliability", filters.reliability); |
| 986 | const suffix = params.toString() ? `?${params}` : ""; |
| 987 | return request<ResearchEvent[]>(`/api/v1/research/companies/${instrumentId}/events${suffix}`); |
| 988 | }, |
| 989 | getDocuments: (instrumentId: string) => |
| 990 | request<ResearchDocument[]>(`/api/v1/research/companies/${instrumentId}/documents`), |
| 991 | getReadiness: (globalInstrumentId: string) => |
| 992 | request<ResearchReadiness>(`/api/v1/research/readiness/${globalInstrumentId}`), |
| 993 | ensureReadiness: (globalInstrumentId: string, requirements?: string[]) => |
| 994 | request<ResearchReadiness>(`/api/v1/research/readiness/${globalInstrumentId}/ensure`, { |
| 995 | method: "POST", |
| 996 | body: JSON.stringify(requirements?.length ? { requirements } : {}) |
| 997 | }), |
| 998 | analyze: (globalInstrumentId: string, allowPartial: boolean) => |
| 999 | request<StockRuleEngineAnalysis>(`/api/v1/research/analysis/${globalInstrumentId}`, { |
| 1000 | method: "POST", |
| 1001 | body: JSON.stringify({ allowPartial }) |
| 1002 | }), |
| 1003 | listWatchlists: () => request<ResearchWatchlist[]>("/api/v1/research/watchlists"), |
| 1004 | ensureDefaultWatchlist: (region: SectorPerformance["region"]) => |
| 1005 | request<ResearchWatchlist>("/api/v1/research/watchlists/default/ensure", { |
| 1006 | method: "POST", body: JSON.stringify({ region }) |
| 1007 | }), |
| 1008 | addWatchlistInstrument: ( |
| 1009 | watchlistId: string, |
| 1010 | value: { globalInstrumentId: string; sourcePeriod?: SectorPerformance["period"] | null; sourcePerformancePct?: number | null } |
| 1011 | ) => request<{ globalInstrumentId: string }>(`/api/v1/research/watchlists/${watchlistId}/instruments`, { |
| 1012 | method: "POST", body: JSON.stringify(value) |
| 1013 | }), |
| 1014 | removeWatchlistInstrument: (watchlistId: string, globalInstrumentId: string) => |
| 1015 | request<void>(`/api/v1/research/watchlists/${watchlistId}/instruments/${globalInstrumentId}`, { method: "DELETE" }), |
| 1016 | getWatchlistResearch: (watchlistId: string) => |
| 1017 | request<WatchlistResearchPresentation>(`/api/v1/research/watchlists/${watchlistId}/research`), |
| 1018 | getPortfolioSummary: (portfolioId: string) => |
| 1019 | request<PortfolioResearchSummary>(`/api/v1/research/portfolios/${portfolioId}/summary`), |
| 1020 | searchInstruments: (region: SectorPerformance["region"], query: string, limit = 20) => { |
| 1021 | const params = new URLSearchParams({ region, q: query, limit: String(limit) }); |
| 1022 | return request<ResearchInstrumentMatch[]>( |
| 1023 | `/api/v1/research/instruments/search?${params.toString()}` |
| 1024 | ).then((results) => results.map((result) => ({ ...result, region }))); |
| 1025 | }, |
| 1026 | }; |