@barchart/portfolio-api-common 1.11.8 → 1.14.0

package/LICENSE

@@ -1,4 +1,4 @@
-Copyright 2020, Barchart.com, Inc., http://www.barchart.com/
+Copyright 2022, Barchart.com, Inc., http://www.barchart.com/
 
 This software consists of voluntary contributions made by many
 individuals. For exact contribution history, see the revision history

package/README.md

@@ -2,7 +2,7 @@
 
 [![AWS CodeBuild](https://codebuild.us-east-1.amazonaws.com/badges?uuid=eyJlbmNyeXB0ZWREYXRhIjoiSXBJTDZKWVFmSGVOSG9XQUgwbzB3Um5BZ0JsN2h1U3NQNWNhZTRHMlJKTVpEVVlVMENPaEFmR0NYS29rSStZWmZ5M1d0YVh2eXErVGhiekFtdHBpVmhJPSIsIml2UGFyYW1ldGVyU3BlYyI6ImROM3ZLMURwaXFyekltdDYiLCJtYXRlcmlhbFNldFNlcmlhbCI6MX0%3D&branch=master)](https://github.com/barchart/portfolio-api-common)
 
-A *private* library of shared JavaScript code pertaining to the paper-trading portfolio system.
+A *public* library of shared JavaScript code used by Barchart's paper-trading portfolio system.
 
 ### Overview
 
@@ -25,9 +25,8 @@ For reporting and display purposes, positions can be grouped together (by asset
 
 ### Package Managers
 
-This library has been published as a *private* module to NPM as [@barchart/portfolio-api-common](https://www.npmjs.com/package/@barchart/portfolio-api-common).
+This library has been published as a *public* module to NPM as [@barchart/portfolio-api-common](https://www.npmjs.com/package/@barchart/portfolio-api-common).
 
 ```shell
-npm login
 npm install @barchart/portfolio-api-common -S
 ```

package/lib/api/failures/PortfolioFailureType.js

@@ -382,6 +382,17 @@ module.exports = (() => {
 		static get TRANSACTION_SWITCH_FAILED_INVALID_REINVEST() {
 			return transactionSwitchFailedInvalidReinvest;
 		}
+		
+		/**
+		 * Unable to generate analytics report. The portfolio does not exist.
+		 *
+		 * @public
+		 * @static
+		 * @returns {FailureType}
+		 */
+		static get WEALTHSCOPE_TOKEN_CREATE_FAIL_NO_PORTFOLIO() {
+			return wealthscopeTokenCreateFailNoPortfolio;
+		}
 
 		toString() {
 			return '[PortfolioFailureType]';
@@ -428,5 +439,7 @@ module.exports = (() => {
 	const transactionSwitchFailedInvalidConversion = new FailureType('TRANSACTION_SWITCH_FAILED_INVALID_CONVERSION', 'Unable to convert transaction from {U|existing.description} to {U|desired.description}. This conversion is not supported.');
 	const transactionSwitchFailedInvalidReinvest = new FailureType('TRANSACTION_SWITCH_FAILED_INVALID_REINVEST', 'Unable to convert transaction from {U|existing.description} to {U|desired.description}. Reinvestment is not supported for short positions.');
 
+	const wealthscopeTokenCreateFailNoPortfolio = new FailureType('WEALTHSCOPE_TOKEN_CREATE_FAIL_NO_PORTFOLIO', 'Unable to generate analytics report. The portfolio does not exist, has it been deleted?', false);
+
 	return PortfolioFailureType;
 })();

package/lib/processing/PositionContainer.js

@@ -27,6 +27,8 @@ module.exports = (() => {
 
 	const REQUIRED_CURRENCIES = [
 		Currency.CAD,
+		Currency.EUR,
+		Currency.JPY,
 		Currency.USD
 	];
 

package/lib/serialization/TransactionSchema.js

@@ -361,22 +361,5 @@ module.exports = (() => {
 		.schema
 	);
 
-	const map = { };
-
-	function addSchemaToMap(type, schema) {
-		map[type.code] = schema;
-	}
-
-	addSchemaToMap(TransactionType.BUY, buy);
-	addSchemaToMap(TransactionType.SELL, sell);
-	addSchemaToMap(TransactionType.BUY_SHORT, buyShort);
-	addSchemaToMap(TransactionType.SELL_SHORT, sellShort);
-	addSchemaToMap(TransactionType.FEE, fee);
-	addSchemaToMap(TransactionType.DEPOSIT, deposit);
-	addSchemaToMap(TransactionType.WITHDRAWAL, withdrawal);
-	addSchemaToMap(TransactionType.VALUATION, valuation);
-	addSchemaToMap(TransactionType.DELIST, delist);
-	addSchemaToMap(TransactionType.INCOME, income);
-
 	return TransactionSchema;
 })();

package/package.json

@@ -1,16 +1,21 @@
 {
   "name": "@barchart/portfolio-api-common",
-  "version": "1.11.8",
-  "description": "Common code used by the Portfolio system",
+  "version": "1.14.0",
+  "description": "Common JavaScript code used by Barchart's Portfolio Service",
   "author": {
     "name": "Bryan Ingle",
     "email": "bryan.ingle@barchart.com",
-    "url": "http://www.barchart.com"
+    "url": "https://www.barchart.com"
+  },
+  "scripts": {
+    "test": "echo \"Error: Please use gulp to run tests\" && exit 1"
+  },
+  "repository": {
+    "type": "git",
+    "url": "git+ssh://git@github.com/barchart/portfolio-api-common.git"
   },
-  "homepage": "https://github.com/barchart/portfolio-api-common#readme",
-  "scripts": {},
   "dependencies": {
-    "@barchart/common-js": "^4.9.1",
+    "@barchart/common-js": "^4.22.0",
     "uuid": "^8.3.2"
   },
   "devDependencies": {