@barchart/portfolio-api-common 1.0.124 → 1.0.128

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Files changed (4) hide show
  1. package/lib/processing/PositionContainer.js +8 -4
  2. package/lib/processing/PositionGroup.js +8 -2
  3. package/package.json +1 -1
  4. package/test/SpecRunner.js +16 -6
package/lib/processing/PositionContainer.js CHANGED
@@ -95,11 +95,9 @@ module.exports = (() => {
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  }, [ ]);
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  this._symbols = this._items.reduce((map, item) => {
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- const position = item.position;
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-
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- if (position.instrument && position.instrument.symbol && position.instrument.symbol.barchart) {
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- const symbol = position.instrument.symbol.barchart;
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+ const symbol = extractSymbolForBarchart(item.position);
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+ if (symbol) {
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  if (!map.hasOwnProperty(symbol)) {
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  map[symbol] = [ ];
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  }
@@ -277,6 +275,12 @@ module.exports = (() => {
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  } else {
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  this._forexQuotes[index] = rate;
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  }
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+
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+ Object.keys(this._trees).forEach(key => this._trees[key].walk(group => group.setForexRate(rate), true, false));
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+ }
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+
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+ setPositionFundamentals(data) {
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+ return;
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  }
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  getGroup(name, keys) {
package/lib/processing/PositionGroup.js CHANGED
@@ -19,6 +19,7 @@ module.exports = (() => {
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  this._items = items;
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  this._currency = currency || Currency.CAD;
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+ this._bypassCurrencyTranslation = false;
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  this._key = key;
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  this._description = description;
@@ -35,6 +36,7 @@ module.exports = (() => {
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  this._dataFormat.key = this._key;
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  this._dataFormat.description = this._description;
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+ this._dataFormat.c = this._currency.code;
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  this._dataFormat.quantity = null;
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@@ -156,8 +158,10 @@ module.exports = (() => {
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  return this._excluded;
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  }
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- setForexQuote(quote) {
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-
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+ setForexRate(rate) {
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+ if (!this._bypassCurrencyTranslation) {
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+ this.refresh();
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+ }
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  }
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  setExcluded(value) {
@@ -242,6 +246,8 @@ module.exports = (() => {
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  const items = group._items;
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+ group._bypassCurrencyTranslation = items.some(item => item.currency !== currency);
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+
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  const translate = (item, value) => {
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  let translated;
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package/package.json CHANGED
@@ -1,6 +1,6 @@
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  {
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  "name": "@barchart/portfolio-api-common",
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- "version": "1.0.124",
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+ "version": "1.0.128",
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  "description": "Common classes used by the Portfolio system",
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  "author": {
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  "name": "Bryan Ingle",
package/test/SpecRunner.js CHANGED
@@ -811,11 +811,9 @@ module.exports = (() => {
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  }, [ ]);
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  this._symbols = this._items.reduce((map, item) => {
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- const position = item.position;
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-
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- if (position.instrument && position.instrument.symbol && position.instrument.symbol.barchart) {
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- const symbol = position.instrument.symbol.barchart;
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+ const symbol = extractSymbolForBarchart(item.position);
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815
 
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+ if (symbol) {
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  if (!map.hasOwnProperty(symbol)) {
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  map[symbol] = [ ];
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  }
@@ -993,6 +991,12 @@ module.exports = (() => {
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  } else {
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  this._forexQuotes[index] = rate;
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  }
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+
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+ Object.keys(this._trees).forEach(key => this._trees[key].walk(group => group.setForexRate(rate), true, false));
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+ }
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+
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+ setPositionFundamentals(data) {
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+ return;
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  }
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  getGroup(name, keys) {
@@ -1077,6 +1081,7 @@ module.exports = (() => {
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  this._items = items;
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  this._currency = currency || Currency.CAD;
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+ this._bypassCurrencyTranslation = false;
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  this._key = key;
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  this._description = description;
@@ -1093,6 +1098,7 @@ module.exports = (() => {
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  this._dataFormat.key = this._key;
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  this._dataFormat.description = this._description;
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+ this._dataFormat.c = this._currency.code;
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  this._dataFormat.quantity = null;
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@@ -1214,8 +1220,10 @@ module.exports = (() => {
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  return this._excluded;
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  }
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- setForexQuote(quote) {
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-
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+ setForexRate(rate) {
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+ if (!this._bypassCurrencyTranslation) {
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+ this.refresh();
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+ }
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  }
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  setExcluded(value) {
@@ -1300,6 +1308,8 @@ module.exports = (() => {
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  const items = group._items;
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+ group._bypassCurrencyTranslation = items.some(item => item.currency !== currency);
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+
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  const translate = (item, value) => {
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  let translated;
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