@barchart/portfolio-api-common 1.0.138 → 1.0.142

package/lib/processing/PositionContainer.js

@@ -214,9 +214,15 @@ module.exports = (() => {
 
 					compositeGroups.sort(builder.toComparator());
 
+					const initializeGroupObservers = (group, groupTree) => {
+
+					};
+
 					compositeGroups.forEach((group) => {
 						const childTree = currentTree.addChild(group);
 
+						initializeGroupObservers(group, childTree);
+
 						group.registerMarketPercentChangeHandler(() => {
 							currentTree.walk((childGroup) => childGroup.refreshMarketPercent());
 						});
@@ -332,12 +338,21 @@ module.exports = (() => {
 		 * @param {String} symbol
 		 * @param {Object} data
 		 */
-		setPositionFundamentalData(symbol, data) {
+		setPositionFundamentalData(symbol, display, data) {
 			assert.argumentIsRequired(symbol, 'symbol', String);
+			assert.argumentIsRequired(display, 'display', Boolean);
 			assert.argumentIsRequired(data, 'data', Object);
 
-			if (this._symbols.hasOwnProperty(symbol)) {
-				this._symbols[symbol].forEach(item => item.setPositionFundamentalData(data));
+			let map;
+
+			if (display) {
+				map = this._symbolsDisplay;
+			} else {
+				map = this._symbols;
+			}
+
+			if (map.hasOwnProperty(symbol)) {
+				map[symbol].forEach(item => item.setPositionFundamentalData(data));
 			}
 		}
 
@@ -396,6 +411,16 @@ module.exports = (() => {
 			return findNode(this._trees[name], keys).getChildren().map(node => node.getValue());
 		}
 
+		getPositions(portfolio) {
+			return this._items.reduce((positions, item) => {
+				if (item.position.portfolio === portfolio) {
+					positions.push(item);
+				}
+
+				return positions;
+			}, []);
+		}
+
 		startTransaction(name, executor) {
 			assert.argumentIsRequired(name, 'name', String);
 			assert.argumentIsRequired(executor, 'executor', Function);

package/lib/processing/PositionGroup.js

@@ -44,6 +44,8 @@ module.exports = (() => {
 			this._excludedChangeEvent = new Event(this);
 			this._showClosedPositionsChangeEvent = new Event(this);
 
+			this._excludedItems = { };
+
 			this._dataFormat = { };
 			this._dataActual = { };
 
@@ -74,6 +76,15 @@ module.exports = (() => {
 				this._dataFormat.fundamental = { };
 			}
 
+			this._dataActual.quoteLast = null;
+			this._dataActual.quoteOpen = null;
+			this._dataActual.quoteHigh = null;
+			this._dataActual.quoteLow = null;
+			this._dataActual.quoteChange = null;
+			this._dataActual.quoteChangePercent = null;
+			this._dataActual.quoteTime = null;
+			this._dataActual.quoteVolume = null;
+
 			this._dataFormat.quoteLast = null;
 			this._dataFormat.quoteOpen = null;
 			this._dataFormat.quoteHigh = null;
@@ -124,14 +135,23 @@ module.exports = (() => {
 						this._dataActual.currentPrice = quote.lastPrice;
 						this._dataFormat.currentPrice = formatNumber(this._dataActual.currentPrice, precision);
 
-						this._dataFormat.quoteLast = formatNumber(quote.previousPrice, precision);
-						this._dataFormat.quoteOpen = formatNumber(quote.openPrice, precision);
-						this._dataFormat.quoteHigh = formatNumber(quote.highPrice, precision);
-						this._dataFormat.quoteLow = formatNumber(quote.lowPrice, precision);
-						this._dataFormat.quoteChange = formatNumber(quote.priceChange, precision);
-						this._dataFormat.quoteChangePercent = formatPercent(new Decimal(quote.percentChange || 0), 2);
-						this._dataFormat.quoteTime = quote.timeDisplay;
-						this._dataFormat.quoteVolume = formatNumber(quote.volume, 0);
+						this._dataActual.quoteLast = quote.previousPrice;
+						this._dataActual.quoteOpen = quote.openPrice;
+						this._dataActual.quoteHigh = quote.highPrice;
+						this._dataActual.quoteLow = quote.lowPrice;
+						this._dataActual.quoteChange = quote.priceChange;
+						this._dataActual.quoteChangePercent = quote.percentChange;
+						this._dataActual.quoteTime = quote.timeDisplay;
+						this._dataActual.quoteVolume = quote.volume;
+
+						this._dataFormat.quoteLast = formatNumber(this._dataActual.quoteLast , precision);
+						this._dataFormat.quoteOpen = formatNumber(this._dataActual.quoteOpen, precision);
+						this._dataFormat.quoteHigh = formatNumber(this._dataActual.quoteHigh, precision);
+						this._dataFormat.quoteLow = formatNumber(this._dataActual.quoteLow, precision);
+						this._dataFormat.quoteChange = formatNumber(this._dataActual.quoteChange, precision);
+						this._dataFormat.quoteChangePercent = formatPercent(new Decimal(this._dataActual.quoteChangePercent || 0), 2);
+						this._dataFormat.quoteTime = this._dataActual.quoteTime;
+						this._dataFormat.quoteVolume = formatNumber(this._dataActual.quoteVolume, 0);
 					} else {
 						this._dataActual.currentPrice = null;
 						this._dataFormat.currentPrice = null;
@@ -240,6 +260,20 @@ module.exports = (() => {
 			return this._excluded;
 		}
 
+		addExcludedItems(items) {
+			items.forEach((item) => {
+				const key = item.position.position;
+
+				if (this._excludedItems.hasOwnProperty(key)) {
+
+				}
+			});
+		}
+
+		removeExcludedItems(items) {
+
+		}
+
 		/**
 		 * Causes aggregated data to be recalculated using a new exchange rate.
 		 *
@@ -264,7 +298,7 @@ module.exports = (() => {
 			assert.argumentIsRequired(value, 'value', Boolean);
 
 			if (this._showClosedPositions !== value) {
-				this._showClosedPositionsChangeEvent(this._showClosedPositions = value);
+				this._showClosedPositionsChangeEvent.fire(this._showClosedPositions = value);
 			}
 		}
 

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@barchart/portfolio-api-common",
-  "version": "1.0.138",
+  "version": "1.0.142",
   "description": "Common classes used by the Portfolio system",
   "author": {
     "name": "Bryan Ingle",

package/test/SpecRunner.js

@@ -930,9 +930,15 @@ module.exports = (() => {
 
 					compositeGroups.sort(builder.toComparator());
 
+					const initializeGroupObservers = (group, groupTree) => {
+
+					};
+
 					compositeGroups.forEach((group) => {
 						const childTree = currentTree.addChild(group);
 
+						initializeGroupObservers(group, childTree);
+
 						group.registerMarketPercentChangeHandler(() => {
 							currentTree.walk((childGroup) => childGroup.refreshMarketPercent());
 						});
@@ -1048,12 +1054,21 @@ module.exports = (() => {
 		 * @param {String} symbol
 		 * @param {Object} data
 		 */
-		setPositionFundamentalData(symbol, data) {
+		setPositionFundamentalData(symbol, display, data) {
 			assert.argumentIsRequired(symbol, 'symbol', String);
+			assert.argumentIsRequired(display, 'display', Boolean);
 			assert.argumentIsRequired(data, 'data', Object);
 
-			if (this._symbols.hasOwnProperty(symbol)) {
-				this._symbols[symbol].forEach(item => item.setPositionFundamentalData(data));
+			let map;
+
+			if (display) {
+				map = this._symbolsDisplay;
+			} else {
+				map = this._symbols;
+			}
+
+			if (map.hasOwnProperty(symbol)) {
+				map[symbol].forEach(item => item.setPositionFundamentalData(data));
 			}
 		}
 
@@ -1112,6 +1127,16 @@ module.exports = (() => {
 			return findNode(this._trees[name], keys).getChildren().map(node => node.getValue());
 		}
 
+		getPositions(portfolio) {
+			return this._items.reduce((positions, item) => {
+				if (item.position.portfolio === portfolio) {
+					positions.push(item);
+				}
+
+				return positions;
+			}, []);
+		}
+
 		startTransaction(name, executor) {
 			assert.argumentIsRequired(name, 'name', String);
 			assert.argumentIsRequired(executor, 'executor', Function);
@@ -1203,6 +1228,8 @@ module.exports = (() => {
 			this._excludedChangeEvent = new Event(this);
 			this._showClosedPositionsChangeEvent = new Event(this);
 
+			this._excludedItems = { };
+
 			this._dataFormat = { };
 			this._dataActual = { };
 
@@ -1233,6 +1260,15 @@ module.exports = (() => {
 				this._dataFormat.fundamental = { };
 			}
 
+			this._dataActual.quoteLast = null;
+			this._dataActual.quoteOpen = null;
+			this._dataActual.quoteHigh = null;
+			this._dataActual.quoteLow = null;
+			this._dataActual.quoteChange = null;
+			this._dataActual.quoteChangePercent = null;
+			this._dataActual.quoteTime = null;
+			this._dataActual.quoteVolume = null;
+
 			this._dataFormat.quoteLast = null;
 			this._dataFormat.quoteOpen = null;
 			this._dataFormat.quoteHigh = null;
@@ -1283,14 +1319,23 @@ module.exports = (() => {
 						this._dataActual.currentPrice = quote.lastPrice;
 						this._dataFormat.currentPrice = formatNumber(this._dataActual.currentPrice, precision);
 
-						this._dataFormat.quoteLast = formatNumber(quote.previousPrice, precision);
-						this._dataFormat.quoteOpen = formatNumber(quote.openPrice, precision);
-						this._dataFormat.quoteHigh = formatNumber(quote.highPrice, precision);
-						this._dataFormat.quoteLow = formatNumber(quote.lowPrice, precision);
-						this._dataFormat.quoteChange = formatNumber(quote.priceChange, precision);
-						this._dataFormat.quoteChangePercent = formatPercent(new Decimal(quote.percentChange || 0), 2);
-						this._dataFormat.quoteTime = quote.timeDisplay;
-						this._dataFormat.quoteVolume = formatNumber(quote.volume, 0);
+						this._dataActual.quoteLast = quote.previousPrice;
+						this._dataActual.quoteOpen = quote.openPrice;
+						this._dataActual.quoteHigh = quote.highPrice;
+						this._dataActual.quoteLow = quote.lowPrice;
+						this._dataActual.quoteChange = quote.priceChange;
+						this._dataActual.quoteChangePercent = quote.percentChange;
+						this._dataActual.quoteTime = quote.timeDisplay;
+						this._dataActual.quoteVolume = quote.volume;
+
+						this._dataFormat.quoteLast = formatNumber(this._dataActual.quoteLast , precision);
+						this._dataFormat.quoteOpen = formatNumber(this._dataActual.quoteOpen, precision);
+						this._dataFormat.quoteHigh = formatNumber(this._dataActual.quoteHigh, precision);
+						this._dataFormat.quoteLow = formatNumber(this._dataActual.quoteLow, precision);
+						this._dataFormat.quoteChange = formatNumber(this._dataActual.quoteChange, precision);
+						this._dataFormat.quoteChangePercent = formatPercent(new Decimal(this._dataActual.quoteChangePercent || 0), 2);
+						this._dataFormat.quoteTime = this._dataActual.quoteTime;
+						this._dataFormat.quoteVolume = formatNumber(this._dataActual.quoteVolume, 0);
 					} else {
 						this._dataActual.currentPrice = null;
 						this._dataFormat.currentPrice = null;
@@ -1399,6 +1444,20 @@ module.exports = (() => {
 			return this._excluded;
 		}
 
+		addExcludedItems(items) {
+			items.forEach((item) => {
+				const key = item.position.position;
+
+				if (this._excludedItems.hasOwnProperty(key)) {
+
+				}
+			});
+		}
+
+		removeExcludedItems(items) {
+
+		}
+
 		/**
 		 * Causes aggregated data to be recalculated using a new exchange rate.
 		 *
@@ -1423,7 +1482,7 @@ module.exports = (() => {
 			assert.argumentIsRequired(value, 'value', Boolean);
 
 			if (this._showClosedPositions !== value) {
-				this._showClosedPositionsChangeEvent(this._showClosedPositions = value);
+				this._showClosedPositionsChangeEvent.fire(this._showClosedPositions = value);
 			}
 		}
 
@@ -2859,7 +2918,7 @@ module.exports = function () {
 	var Currency = function (_Enum) {
 		_inherits(Currency, _Enum);
 
-		function Currency(code, description, precision) {
+		function Currency(code, description, precision, alternateDescription) {
 			_classCallCheck(this, Currency);
 
 			var _this = _possibleConstructorReturn(this, (Currency.__proto__ || Object.getPrototypeOf(Currency)).call(this, code, description));
@@ -2867,7 +2926,11 @@ module.exports = function () {
 			assert.argumentIsRequired(precision, 'precision', Number);
 			assert.argumentIsValid(precision, 'precision', is.integer, 'is an integer');
 
+			assert.argumentIsOptional(alternateDescription, 'alternateDescription', String);
+
 			_this._precision = precision;
+
+			_this._alternateDescription = alternateDescription || description;
 			return _this;
 		}
 
@@ -2890,6 +2953,19 @@ module.exports = function () {
 				return this._precision;
 			}
 
+			/**
+    * An alternate human-readable description.
+    *
+    * @public
+    * @returns {String}
+    */
+
+		}, {
+			key: 'alternateDescription',
+			get: function get() {
+				return this._alternateDescription;
+			}
+
 			/**
     * Given a code, returns the enumeration item.
     *
@@ -2947,9 +3023,9 @@ module.exports = function () {
 		return Currency;
 	}(Enum);
 
-	var cad = new Currency('CAD', 'Canadian Dollar', 2);
-	var eur = new Currency('EUR', 'Euro', 2);
-	var usd = new Currency('USD', 'US Dollar', 2);
+	var cad = new Currency('CAD', 'Canadian Dollar', 2, 'CAD$');
+	var eur = new Currency('EUR', 'Euro', 2, 'EUR');
+	var usd = new Currency('USD', 'US Dollar', 2, 'US$');
 
 	return Currency;
 }();
@@ -3923,9 +3999,9 @@ module.exports = function () {
 				assert.argumentIsRequired(a, 'a', Decimal, 'Decimal');
 				assert.argumentIsRequired(b, 'b', Decimal, 'Decimal');
 
-				if (a._big.gt(b)) {
+				if (a._big.gt(b._big)) {
 					return 1;
-				} else if (a._big.lt(b)) {
+				} else if (a._big.lt(b._big)) {
 					return -1;
 				} else {
 					return 0;
@@ -4386,12 +4462,10 @@ var _createClass = function () { function defineProperties(target, props) { for
 function _classCallCheck(instance, Constructor) { if (!(instance instanceof Constructor)) { throw new TypeError("Cannot call a class as a function"); } }
 
 var assert = require('./assert'),
-    is = require('./is'),
     memoize = require('./memoize');
 
 var Currency = require('./Currency'),
-    Decimal = require('./Decimal'),
-    Enum = require('./Enum');
+    Decimal = require('./Decimal');
 
 module.exports = function () {
 	'use strict';
@@ -4571,12 +4645,7 @@ module.exports = function () {
 				assert.argumentIsRequired(amount, 'amount', Decimal, 'Decimal');
 				assert.argumentIsRequired(currency, 'currency', Currency, 'Currency');
 				assert.argumentIsRequired(desiredCurrency, 'desiredCurrency', Currency, 'Currency');
-
-				for (var _len = arguments.length, rates = Array(_len > 3 ? _len - 3 : 0), _key = 3; _key < _len; _key++) {
-					rates[_key - 3] = arguments[_key];
-				}
-
-				assert.argumentIsArray(rates, 'rates', Rate, 'Rate');
+				//assert.argumentIsArray(rates, 'rates', Rate, 'Rate');
 
 				var converted = void 0;
 
@@ -4586,6 +4655,10 @@ module.exports = function () {
 					var numerator = desiredCurrency;
 					var denominator = currency;
 
+					for (var _len = arguments.length, rates = Array(_len > 3 ? _len - 3 : 0), _key = 3; _key < _len; _key++) {
+						rates[_key - 3] = arguments[_key];
+					}
+
 					var rate = rates.find(function (r) {
 						return r.numerator === numerator && r.denominator === denominator || r.numerator === denominator && r.denominator === numerator;
 					});
@@ -4636,7 +4709,7 @@ module.exports = function () {
 	return Rate;
 }();
 
-},{"./Currency":12,"./Decimal":14,"./Enum":16,"./assert":19,"./is":21,"./memoize":22}],18:[function(require,module,exports){
+},{"./Currency":12,"./Decimal":14,"./assert":19,"./memoize":22}],18:[function(require,module,exports){
 'use strict';
 
 var assert = require('./assert'),