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Store account membership, portfolio, operations, forecasts and market sources in SQLite. Coalesce scoped refreshes, fence connection revisions, preserve complete financial snapshots and stabilize operation period state. BREAKING CHANGE: investment reads return data/meta resource envelopes and locally persisted snapshots; consumers must use the matching OpenAPI contract and explicit synchronization endpoints.
55 lines
1.5 KiB
TypeScript
55 lines
1.5 KiB
TypeScript
import { InvestmentResourceMetaDto } from '../investment-resource.dto';
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import { ApiProperty } from '@nestjs/swagger';
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import { MoneyDto } from '../../../common/money.dto';
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export class PortfolioSummaryDto {
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@ApiProperty({ type: MoneyDto, isArray: true })
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declare totalsByCurrency: MoneyDto[];
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@ApiProperty({
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type: 'integer',
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minimum: 0,
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description: 'Number of non-zero stock positions, not the number of units.',
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})
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declare stockPositionCount: number;
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@ApiProperty({
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type: 'integer',
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minimum: 0,
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description: 'Number of non-zero bond positions, not the number of units.',
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})
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declare bondPositionCount: number;
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}
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export class BrokerageAccountDto {
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@ApiProperty()
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declare id: string;
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@ApiProperty()
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declare name: string;
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@ApiProperty({
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enum: [
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'BROKERAGE',
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'INDIVIDUAL_INVESTMENT',
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'INVEST_BOX',
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'MONEY_MARKET_FUND',
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],
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})
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declare type:
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'BROKERAGE' | 'INDIVIDUAL_INVESTMENT' | 'INVEST_BOX' | 'MONEY_MARKET_FUND';
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@ApiProperty({ type: String, nullable: true, format: 'date' })
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declare openedOn: string | null;
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@ApiProperty({ type: PortfolioSummaryDto, nullable: true })
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portfolioSummary?: PortfolioSummaryDto | null;
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}
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export class BrokerageAccountsResourceDto {
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@ApiProperty({ type: BrokerageAccountDto, isArray: true, nullable: true })
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declare data: BrokerageAccountDto[] | null;
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@ApiProperty({ type: InvestmentResourceMetaDto })
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declare meta: InvestmentResourceMetaDto;
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}
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