@barchart/portfolio-api-common 1.0.231 → 1.0.232

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
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2
  "name": "@barchart/portfolio-api-common",
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- "version": "1.0.231",
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+ "version": "1.0.232",
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  "description": "Common classes used by the Portfolio system",
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  "author": {
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  "name": "Bryan Ingle",
@@ -1,4 +1,4 @@
1
- (function(){function r(e,n,t){function o(i,f){if(!n[i]){if(!e[i]){var c="function"==typeof require&&require;if(!f&&c)return c(i,!0);if(u)return u(i,!0);var a=new Error("Cannot find module '"+i+"'");throw a.code="MODULE_NOT_FOUND",a}var p=n[i]={exports:{}};e[i][0].call(p.exports,function(r){var n=e[i][1][r];return o(n||r)},p,p.exports,r,e,n,t)}return n[i].exports}for(var u="function"==typeof require&&require,i=0;i<t.length;i++)o(t[i]);return o}return r})()({1:[function(require,module,exports){
1
+ (function(){function e(t,n,r){function s(o,u){if(!n[o]){if(!t[o]){var a=typeof require=="function"&&require;if(!u&&a)return a(o,!0);if(i)return i(o,!0);var f=new Error("Cannot find module '"+o+"'");throw f.code="MODULE_NOT_FOUND",f}var l=n[o]={exports:{}};t[o][0].call(l.exports,function(e){var n=t[o][1][e];return s(n?n:e)},l,l.exports,e,t,n,r)}return n[o].exports}var i=typeof require=="function"&&require;for(var o=0;o<r.length;o++)s(r[o]);return s}return e})()({1:[function(require,module,exports){
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  const uuid = require('uuid');
3
3
 
4
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  const assert = require('@barchart/common-js/lang/assert'),
@@ -462,9 +462,10 @@ module.exports = (() => {
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  * @param {Boolean} income
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  * @param {Boolean} opening
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  * @param {Boolean} closing
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+ * @param {Boolean} fee
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  */
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  class TransactionType extends Enum {
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- constructor(code, description, display, purchase, sale, income, opening, closing) {
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+ constructor(code, description, display, purchase, sale, income, opening, closing, fee) {
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  super(code, description);
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470
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  assert.argumentIsRequired(display, 'display', String);
@@ -473,6 +474,7 @@ module.exports = (() => {
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  assert.argumentIsRequired(income, 'income', Boolean);
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  assert.argumentIsRequired(opening, 'opening', Boolean);
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  assert.argumentIsRequired(closing, 'closing', Boolean);
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+ assert.argumentIsRequired(fee, 'fee', Boolean);
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477
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  this._display = display;
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  this._purchase = purchase;
@@ -480,6 +482,7 @@ module.exports = (() => {
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  this._income = income;
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  this._opening = opening;
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  this._closing = closing;
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+ this._fee = fee
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  }
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485
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  /**
@@ -757,27 +760,27 @@ module.exports = (() => {
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  }
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  }
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760
- const buy = new TransactionType('B', 'Buy', 'Buy', true, false, false, true, false);
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- const sell = new TransactionType('S', 'Sell', 'Sell', false, true, false, false, true);
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- const buyShort = new TransactionType('BS', 'Buy To Cover', 'Buy To Cover', true, false, false, false, true);
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- const sellShort = new TransactionType('SS', 'Sell Short', 'Sell Short', false, true, false, true, false);
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- const dividend = new TransactionType('DV', 'Dividend', 'Dividend', false, false, true, false, false);
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- const dividendReinvest = new TransactionType('DX', 'Dividend (Reinvested)', 'Dividend Reinvest', false, false, false, true, false);
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- const dividendStock = new TransactionType('DS', 'Dividend (Stock)', 'Dividend Stock', false, false, false, true, false);
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- const split = new TransactionType('SP', 'Split', 'Split', false, false, false, true, false);
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- const fee = new TransactionType('F', 'Fee', 'Fee', false, false, false, true, false);
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- const feeUnits = new TransactionType('FU', 'Fee Units', 'Fee', false, false, false, false, false);
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+ const buy = new TransactionType('B', 'Buy', 'Buy', true, false, false, true, false, false);
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+ const sell = new TransactionType('S', 'Sell', 'Sell', false, true, false, false, true, false);
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+ const buyShort = new TransactionType('BS', 'Buy To Cover', 'Buy To Cover', true, false, false, false, true, false);
766
+ const sellShort = new TransactionType('SS', 'Sell Short', 'Sell Short', false, true, false, true, false, false);
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+ const dividend = new TransactionType('DV', 'Dividend', 'Dividend', false, false, true, false, false, false);
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+ const dividendReinvest = new TransactionType('DX', 'Dividend (Reinvested)', 'Dividend Reinvest', false, false, false, true, false, false);
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+ const dividendStock = new TransactionType('DS', 'Dividend (Stock)', 'Dividend Stock', false, false, false, true, false, false);
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+ const split = new TransactionType('SP', 'Split', 'Split', false, false, false, true, false, false);
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+ const fee = new TransactionType('F', 'Fee', 'Fee', false, false, false, true, false, true);
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+ const feeUnits = new TransactionType('FU', 'Fee Units', 'Fee', false, false, false, false, true, false);
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773
 
771
- const distributionCash = new TransactionType('DC', 'Distribution (Cash)', 'Cash Distribution', false, false, true, false, false);
772
- const distributionFund = new TransactionType('DF', 'Distribution (Units)', 'Unit Distribution', false, false, false, true, false);
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+ const distributionCash = new TransactionType('DC', 'Distribution (Cash)', 'Cash Distribution', false, false, true, false, false, false);
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+ const distributionFund = new TransactionType('DF', 'Distribution (Units)', 'Unit Distribution', false, false, false, true, false, false);
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774
- const deposit = new TransactionType('D', 'Deposit', 'Deposit', false, false, false, false, false);
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- const withdrawal = new TransactionType('W', 'Withdrawal', 'Withdrawal', false, false, false, false, false);
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- const debit = new TransactionType('DR', 'Debit', 'Debit', false, false, false, false, false);
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- const credit = new TransactionType('CR', 'Credit', 'Credit', false, false, false, false, false);
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+ const deposit = new TransactionType('D', 'Deposit', 'Deposit', false, false, false, false, false, false);
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+ const withdrawal = new TransactionType('W', 'Withdrawal', 'Withdrawal', false, false, false, false, false, false);
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+ const debit = new TransactionType('DR', 'Debit', 'Debit', false, false, false, false, false, false);
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+ const credit = new TransactionType('CR', 'Credit', 'Credit', false, false, false, false, false, false);
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781
 
779
- const valuation = new TransactionType('V', 'Valuation', 'Valuation', false, false, false, false, false);
780
- const income = new TransactionType('I', 'Income', 'Income', false, false, true, false, false);
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+ const valuation = new TransactionType('V', 'Valuation', 'Valuation', false, false, false, false, false, false);
783
+ const income = new TransactionType('I', 'Income', 'Income', false, false, true, false, false, false);
781
784
 
782
785
  return TransactionType;
783
786
  })();
@@ -3479,31 +3482,14 @@ module.exports = function () {
3479
3482
  }
3480
3483
 
3481
3484
  /**
3482
- * Gets the root node.
3485
+ * Returns the parent node. If this is the root node, a null value is returned.
3483
3486
  *
3484
3487
  * @public
3485
- * @returns {Tree}
3488
+ * @returns {Tree|null}
3486
3489
  */
3487
3490
 
3488
3491
 
3489
3492
  _createClass(Tree, [{
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- key: 'getRoot',
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- value: function getRoot() {
3492
- if (this.getIsRoot()) {
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- return this;
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- } else {
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- return this._parent.getRoot();
3496
- }
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- }
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-
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- /**
3500
- * Returns the parent node. If this is the root node, a null value is returned.
3501
- *
3502
- * @public
3503
- * @returns {Tree|null}
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- */
3505
-
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- }, {
3507
3493
  key: 'getParent',
3508
3494
  value: function getParent() {
3509
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  return this._parent;
@@ -3604,23 +3590,6 @@ module.exports = function () {
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3590
  }
3605
3591
  }
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3592
 
3607
- /**
3608
- * Removes the current node from the parent tree. Use on a root node
3609
- * has no effect.
3610
- *
3611
- * @public
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- */
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-
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- }, {
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- key: 'sever',
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- value: function sever() {
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- if (this.getIsRoot()) {
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- return;
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- }
3620
-
3621
- this.getParent().removeChild(this);
3622
- }
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-
3624
3593
  /**
3625
3594
  * Searches the children nodes for the first child node that matches the
3626
3595
  * predicate.
@@ -5015,20 +4984,6 @@ module.exports = function () {
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4984
  return this._big.gt(getBig(other));
5016
4985
  }
5017
4986
 
5018
- /**
5019
- * Returns true if the current instance is greater than or equal to the value.
5020
- *
5021
- * @public
5022
- * @param {Decimal|Number|String} other - The value to compare.
5023
- * @returns {Boolean}
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- */
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-
5026
- }, {
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- key: 'getIsGreaterThanOrEqual',
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- value: function getIsGreaterThanOrEqual(other) {
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- return this._big.gte(getBig(other));
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- }
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-
5032
4987
  /**
5033
4988
  * Returns true if the current instance is less than the value.
5034
4989
  *
@@ -5043,20 +4998,6 @@ module.exports = function () {
5043
4998
  return this._big.lt(getBig(other));
5044
4999
  }
5045
5000
 
5046
- /**
5047
- * Returns true if the current instance is less than or equal to the value.
5048
- *
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- * @public
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- * @param {Decimal|Number|String} other - The value to compare.
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- * @returns {Boolean}
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- */
5053
-
5054
- }, {
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- key: 'getIsLessThanOrEqual',
5056
- value: function getIsLessThanOrEqual(other) {
5057
- return this._big.lte(getBig(other));
5058
- }
5059
-
5060
5001
  /**
5061
5002
  * Returns true if the current instance is equal to the value.
5062
5003
  *
@@ -5256,9 +5197,9 @@ module.exports = function () {
5256
5197
  assert.argumentIsRequired(a, 'a', Decimal, 'Decimal');
5257
5198
  assert.argumentIsRequired(b, 'b', Decimal, 'Decimal');
5258
5199
 
5259
- if (a._big.gt(b._big)) {
5200
+ if (a._big.gt(b)) {
5260
5201
  return 1;
5261
- } else if (a._big.lt(b._big)) {
5202
+ } else if (a._big.lt(b)) {
5262
5203
  return -1;
5263
5204
  } else {
5264
5205
  return 0;
@@ -5719,10 +5660,12 @@ var _createClass = function () { function defineProperties(target, props) { for
5719
5660
  function _classCallCheck(instance, Constructor) { if (!(instance instanceof Constructor)) { throw new TypeError("Cannot call a class as a function"); } }
5720
5661
 
5721
5662
  var assert = require('./assert'),
5663
+ is = require('./is'),
5722
5664
  memoize = require('./memoize');
5723
5665
 
5724
5666
  var Currency = require('./Currency'),
5725
- Decimal = require('./Decimal');
5667
+ Decimal = require('./Decimal'),
5668
+ Enum = require('./Enum');
5726
5669
 
5727
5670
  module.exports = function () {
5728
5671
  'use strict';
@@ -5902,7 +5845,12 @@ module.exports = function () {
5902
5845
  assert.argumentIsRequired(amount, 'amount', Decimal, 'Decimal');
5903
5846
  assert.argumentIsRequired(currency, 'currency', Currency, 'Currency');
5904
5847
  assert.argumentIsRequired(desiredCurrency, 'desiredCurrency', Currency, 'Currency');
5905
- //assert.argumentIsArray(rates, 'rates', Rate, 'Rate');
5848
+
5849
+ for (var _len = arguments.length, rates = Array(_len > 3 ? _len - 3 : 0), _key = 3; _key < _len; _key++) {
5850
+ rates[_key - 3] = arguments[_key];
5851
+ }
5852
+
5853
+ assert.argumentIsArray(rates, 'rates', Rate, 'Rate');
5906
5854
 
5907
5855
  var converted = void 0;
5908
5856
 
@@ -5912,10 +5860,6 @@ module.exports = function () {
5912
5860
  var numerator = desiredCurrency;
5913
5861
  var denominator = currency;
5914
5862
 
5915
- for (var _len = arguments.length, rates = Array(_len > 3 ? _len - 3 : 0), _key = 3; _key < _len; _key++) {
5916
- rates[_key - 3] = arguments[_key];
5917
- }
5918
-
5919
5863
  var rate = rates.find(function (r) {
5920
5864
  return r.numerator === numerator && r.denominator === denominator || r.numerator === denominator && r.denominator === numerator;
5921
5865
  });
@@ -5966,7 +5910,7 @@ module.exports = function () {
5966
5910
  return Rate;
5967
5911
  }();
5968
5912
 
5969
- },{"./Currency":15,"./Decimal":17,"./assert":22,"./memoize":25}],21:[function(require,module,exports){
5913
+ },{"./Currency":15,"./Decimal":17,"./Enum":19,"./assert":22,"./is":24,"./memoize":25}],21:[function(require,module,exports){
5970
5914
  'use strict';
5971
5915
 
5972
5916
  var assert = require('./assert'),
@@ -6343,26 +6287,6 @@ module.exports = function () {
6343
6287
  });
6344
6288
 
6345
6289
  return returnRef;
6346
- },
6347
-
6348
-
6349
- /**
6350
- * Removes the first item from an array which matches a predicate.
6351
- *
6352
- * @static
6353
- * @public
6354
- * @param {Array} a
6355
- * @param {Function} predicate
6356
- */
6357
- remove: function remove(a, predicate) {
6358
- assert.argumentIsArray(a, 'a');
6359
- assert.argumentIsRequired(predicate, 'predicate', Function);
6360
-
6361
- var index = a.findIndex(predicate);
6362
-
6363
- if (!(index < 0)) {
6364
- a.splice(index, 1);
6365
- }
6366
6290
  }
6367
6291
  };
6368
6292
  }();