@barchart/portfolio-api-common 1.2.141 → 1.2.142

package/lib/processing/PositionGroup.js

@@ -755,6 +755,14 @@ module.exports = (() => {
 
 		calculateUnrealizedPercent(group);
 
+		actual.periodPercent = calculatePeriodPercent(actual.summaryTotalCurrent, actual.periodDivisorCurrent);
+		actual.periodPercentPrevious = calculatePeriodPercent(actual.summaryTotalPrevious, actual.periodDivisorPrevious);
+		actual.periodPercentPrevious2 = calculatePeriodPercent(actual.summaryTotalPrevious2, actual.periodDivisorPrevious2);
+
+		format.periodPercent = formatPercent(actual.periodPercent, 2);
+		format.periodPercentPrevious = formatPercent(actual.periodPercentPrevious, 2);
+		format.periodPercentPrevious2 = formatPercent(actual.periodPercentPrevious2, 2);
+
 		const groupItems = group._items;
 
 		if (group.single && groupItems.length === 1) {
@@ -762,28 +770,20 @@ module.exports = (() => {
 
 			actual.quantity = item.data.quantity;
 			actual.quantityPrevious = item.data.quantityPrevious;
-			
-			actual.basisPrice = item.data.basisPrice;
-
-			actual.periodPrice = item.data.periodPrice;
-			actual.periodPricePrevious = item.data.periodPricePrevious;
 
 			format.quantity = formatDecimal(actual.quantity, 2);
 			format.quantityPrevious = formatDecimal(actual.quantityPrevious, 2);
 
+			actual.basisPrice = item.data.basisPrice;
+
 			format.basisPrice = formatCurrency(actual.basisPrice, currency);
 
+			actual.periodPrice = item.data.periodPrice;
+			actual.periodPricePrevious = item.data.periodPricePrevious;
+
 			format.periodPrice = formatCurrency(actual.periodPrice, currency);
 			format.periodPricePrevious = formatCurrency(actual.periodPricePrevious, currency);
 
-			actual.periodPercent = calculatePeriodPercent(actual.summaryTotalCurrent, actual.periodDivisorCurrent);
-			actual.periodPercentPrevious = calculatePeriodPercent(actual.summaryTotalPrevious, actual.periodDivisorPrevious);
-			actual.periodPercentPrevious2 = calculatePeriodPercent(actual.summaryTotalPrevious2, actual.periodDivisorPrevious2);
-
-			format.periodPercent = formatPercent(actual.periodPercent, 2);
-			format.periodPercentPrevious = formatPercent(actual.periodPercentPrevious, 2);
-			format.periodPercentPrevious2 = formatPercent(actual.periodPercentPrevious2, 2);
-
 			format.invalid = definition.type === PositionLevelType.POSITION && item.invalid;
 			format.locked = definition.type === PositionLevelType.POSITION && item.data.locked;
 		}
@@ -908,11 +908,11 @@ module.exports = (() => {
 
 		calculateUnrealizedPercent(group);
 
+		actual.periodPercent = calculatePeriodPercent(actual.summaryTotalCurrent, actual.periodDivisorCurrent);
+		format.periodPercent = formatPercent(actual.periodPercent, 2);
+
 		if (group.single && item) {
 			actual.periodUnrealized = item.data.periodUnrealized;
-
-			actual.periodPercent = calculatePeriodPercent(actual.summaryTotalCurrent, actual.periodDivisorCurrent);
-			format.periodPercent = formatPercent(actual.periodPercent, 2);
 		}
 	}
 

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@barchart/portfolio-api-common",
-  "version": "1.2.141",
+  "version": "1.2.142",
   "description": "Common classes used by the Portfolio system",
   "author": {
     "name": "Bryan Ingle",

package/test/SpecRunner.js

@@ -3277,6 +3277,14 @@ module.exports = (() => {
 
 		calculateUnrealizedPercent(group);
 
+		actual.periodPercent = calculatePeriodPercent(actual.summaryTotalCurrent, actual.periodDivisorCurrent);
+		actual.periodPercentPrevious = calculatePeriodPercent(actual.summaryTotalPrevious, actual.periodDivisorPrevious);
+		actual.periodPercentPrevious2 = calculatePeriodPercent(actual.summaryTotalPrevious2, actual.periodDivisorPrevious2);
+
+		format.periodPercent = formatPercent(actual.periodPercent, 2);
+		format.periodPercentPrevious = formatPercent(actual.periodPercentPrevious, 2);
+		format.periodPercentPrevious2 = formatPercent(actual.periodPercentPrevious2, 2);
+
 		const groupItems = group._items;
 
 		if (group.single && groupItems.length === 1) {
@@ -3284,28 +3292,20 @@ module.exports = (() => {
 
 			actual.quantity = item.data.quantity;
 			actual.quantityPrevious = item.data.quantityPrevious;
-			
-			actual.basisPrice = item.data.basisPrice;
-
-			actual.periodPrice = item.data.periodPrice;
-			actual.periodPricePrevious = item.data.periodPricePrevious;
 
 			format.quantity = formatDecimal(actual.quantity, 2);
 			format.quantityPrevious = formatDecimal(actual.quantityPrevious, 2);
 
+			actual.basisPrice = item.data.basisPrice;
+
 			format.basisPrice = formatCurrency(actual.basisPrice, currency);
 
+			actual.periodPrice = item.data.periodPrice;
+			actual.periodPricePrevious = item.data.periodPricePrevious;
+
 			format.periodPrice = formatCurrency(actual.periodPrice, currency);
 			format.periodPricePrevious = formatCurrency(actual.periodPricePrevious, currency);
 
-			actual.periodPercent = calculatePeriodPercent(actual.summaryTotalCurrent, actual.periodDivisorCurrent);
-			actual.periodPercentPrevious = calculatePeriodPercent(actual.summaryTotalPrevious, actual.periodDivisorPrevious);
-			actual.periodPercentPrevious2 = calculatePeriodPercent(actual.summaryTotalPrevious2, actual.periodDivisorPrevious2);
-
-			format.periodPercent = formatPercent(actual.periodPercent, 2);
-			format.periodPercentPrevious = formatPercent(actual.periodPercentPrevious, 2);
-			format.periodPercentPrevious2 = formatPercent(actual.periodPercentPrevious2, 2);
-
 			format.invalid = definition.type === PositionLevelType.POSITION && item.invalid;
 			format.locked = definition.type === PositionLevelType.POSITION && item.data.locked;
 		}
@@ -3430,11 +3430,11 @@ module.exports = (() => {
 
 		calculateUnrealizedPercent(group);
 
+		actual.periodPercent = calculatePeriodPercent(actual.summaryTotalCurrent, actual.periodDivisorCurrent);
+		format.periodPercent = formatPercent(actual.periodPercent, 2);
+
 		if (group.single && item) {
 			actual.periodUnrealized = item.data.periodUnrealized;
-
-			actual.periodPercent = calculatePeriodPercent(actual.summaryTotalCurrent, actual.periodDivisorCurrent);
-			format.periodPercent = formatPercent(actual.periodPercent, 2);
 		}
 	}
 
@@ -13997,22 +13997,36 @@ moment.tz.load(require('./data/packed/latest.json'));
     function createDate (y, m, d, h, M, s, ms) {
         // can't just apply() to create a date:
         // https://stackoverflow.com/q/181348
-        var date = new Date(y, m, d, h, M, s, ms);
-
+        var date;
         // the date constructor remaps years 0-99 to 1900-1999
-        if (y < 100 && y >= 0 && isFinite(date.getFullYear())) {
-            date.setFullYear(y);
+        if (y < 100 && y >= 0) {
+            // preserve leap years using a full 400 year cycle, then reset
+            date = new Date(y + 400, m, d, h, M, s, ms);
+            if (isFinite(date.getFullYear())) {
+                date.setFullYear(y);
+            }
+        } else {
+            date = new Date(y, m, d, h, M, s, ms);
         }
+
         return date;
     }
 
     function createUTCDate (y) {
-        var date = new Date(Date.UTC.apply(null, arguments));
-
+        var date;
         // the Date.UTC function remaps years 0-99 to 1900-1999
-        if (y < 100 && y >= 0 && isFinite(date.getUTCFullYear())) {
-            date.setUTCFullYear(y);
+        if (y < 100 && y >= 0) {
+            var args = Array.prototype.slice.call(arguments);
+            // preserve leap years using a full 400 year cycle, then reset
+            args[0] = y + 400;
+            date = new Date(Date.UTC.apply(null, args));
+            if (isFinite(date.getUTCFullYear())) {
+                date.setUTCFullYear(y);
+            }
+        } else {
+            date = new Date(Date.UTC.apply(null, arguments));
         }
+
         return date;
     }
 
@@ -14114,7 +14128,7 @@ moment.tz.load(require('./data/packed/latest.json'));
 
     var defaultLocaleWeek = {
         dow : 0, // Sunday is the first day of the week.
-        doy : 6  // The week that contains Jan 1st is the first week of the year.
+        doy : 6  // The week that contains Jan 6th is the first week of the year.
     };
 
     function localeFirstDayOfWeek () {
@@ -14223,25 +14237,28 @@ moment.tz.load(require('./data/packed/latest.json'));
     }
 
     // LOCALES
+    function shiftWeekdays (ws, n) {
+        return ws.slice(n, 7).concat(ws.slice(0, n));
+    }
 
     var defaultLocaleWeekdays = 'Sunday_Monday_Tuesday_Wednesday_Thursday_Friday_Saturday'.split('_');
     function localeWeekdays (m, format) {
-        if (!m) {
-            return isArray(this._weekdays) ? this._weekdays :
-                this._weekdays['standalone'];
-        }
-        return isArray(this._weekdays) ? this._weekdays[m.day()] :
-            this._weekdays[this._weekdays.isFormat.test(format) ? 'format' : 'standalone'][m.day()];
+        var weekdays = isArray(this._weekdays) ? this._weekdays :
+            this._weekdays[(m && m !== true && this._weekdays.isFormat.test(format)) ? 'format' : 'standalone'];
+        return (m === true) ? shiftWeekdays(weekdays, this._week.dow)
+            : (m) ? weekdays[m.day()] : weekdays;
     }
 
     var defaultLocaleWeekdaysShort = 'Sun_Mon_Tue_Wed_Thu_Fri_Sat'.split('_');
     function localeWeekdaysShort (m) {
-        return (m) ? this._weekdaysShort[m.day()] : this._weekdaysShort;
+        return (m === true) ? shiftWeekdays(this._weekdaysShort, this._week.dow)
+            : (m) ? this._weekdaysShort[m.day()] : this._weekdaysShort;
     }
 
     var defaultLocaleWeekdaysMin = 'Su_Mo_Tu_We_Th_Fr_Sa'.split('_');
     function localeWeekdaysMin (m) {
-        return (m) ? this._weekdaysMin[m.day()] : this._weekdaysMin;
+        return (m === true) ? shiftWeekdays(this._weekdaysMin, this._week.dow)
+            : (m) ? this._weekdaysMin[m.day()] : this._weekdaysMin;
     }
 
     function handleStrictParse$1(weekdayName, format, strict) {
@@ -14990,13 +15007,13 @@ moment.tz.load(require('./data/packed/latest.json'));
                     weekdayOverflow = true;
                 }
             } else if (w.e != null) {
-                // local weekday -- counting starts from begining of week
+                // local weekday -- counting starts from beginning of week
                 weekday = w.e + dow;
                 if (w.e < 0 || w.e > 6) {
                     weekdayOverflow = true;
                 }
             } else {
-                // default to begining of week
+                // default to beginning of week
                 weekday = dow;
             }
         }
@@ -15590,7 +15607,7 @@ moment.tz.load(require('./data/packed/latest.json'));
             years = normalizedInput.year || 0,
             quarters = normalizedInput.quarter || 0,
             months = normalizedInput.month || 0,
-            weeks = normalizedInput.week || 0,
+            weeks = normalizedInput.week || normalizedInput.isoWeek || 0,
             days = normalizedInput.day || 0,
             hours = normalizedInput.hour || 0,
             minutes = normalizedInput.minute || 0,
@@ -15894,7 +15911,7 @@ moment.tz.load(require('./data/packed/latest.json'));
                 ms : toInt(absRound(match[MILLISECOND] * 1000)) * sign // the millisecond decimal point is included in the match
             };
         } else if (!!(match = isoRegex.exec(input))) {
-            sign = (match[1] === '-') ? -1 : (match[1] === '+') ? 1 : 1;
+            sign = (match[1] === '-') ? -1 : 1;
             duration = {
                 y : parseIso(match[2], sign),
                 M : parseIso(match[3], sign),
@@ -15936,7 +15953,7 @@ moment.tz.load(require('./data/packed/latest.json'));
     }
 
     function positiveMomentsDifference(base, other) {
-        var res = {milliseconds: 0, months: 0};
+        var res = {};
 
         res.months = other.month() - base.month() +
             (other.year() - base.year()) * 12;
@@ -16045,7 +16062,7 @@ moment.tz.load(require('./data/packed/latest.json'));
         if (!(this.isValid() && localInput.isValid())) {
             return false;
         }
-        units = normalizeUnits(!isUndefined(units) ? units : 'millisecond');
+        units = normalizeUnits(units) || 'millisecond';
         if (units === 'millisecond') {
             return this.valueOf() > localInput.valueOf();
         } else {
@@ -16058,7 +16075,7 @@ moment.tz.load(require('./data/packed/latest.json'));
         if (!(this.isValid() && localInput.isValid())) {
             return false;
         }
-        units = normalizeUnits(!isUndefined(units) ? units : 'millisecond');
+        units = normalizeUnits(units) || 'millisecond';
         if (units === 'millisecond') {
             return this.valueOf() < localInput.valueOf();
         } else {
@@ -16067,9 +16084,14 @@ moment.tz.load(require('./data/packed/latest.json'));
     }
 
     function isBetween (from, to, units, inclusivity) {
+        var localFrom = isMoment(from) ? from : createLocal(from),
+            localTo = isMoment(to) ? to : createLocal(to);
+        if (!(this.isValid() && localFrom.isValid() && localTo.isValid())) {
+            return false;
+        }
         inclusivity = inclusivity || '()';
-        return (inclusivity[0] === '(' ? this.isAfter(from, units) : !this.isBefore(from, units)) &&
-            (inclusivity[1] === ')' ? this.isBefore(to, units) : !this.isAfter(to, units));
+        return (inclusivity[0] === '(' ? this.isAfter(localFrom, units) : !this.isBefore(localFrom, units)) &&
+            (inclusivity[1] === ')' ? this.isBefore(localTo, units) : !this.isAfter(localTo, units));
     }
 
     function isSame (input, units) {
@@ -16078,7 +16100,7 @@ moment.tz.load(require('./data/packed/latest.json'));
         if (!(this.isValid() && localInput.isValid())) {
             return false;
         }
-        units = normalizeUnits(units || 'millisecond');
+        units = normalizeUnits(units) || 'millisecond';
         if (units === 'millisecond') {
             return this.valueOf() === localInput.valueOf();
         } else {
@@ -16088,11 +16110,11 @@ moment.tz.load(require('./data/packed/latest.json'));
     }
 
     function isSameOrAfter (input, units) {
-        return this.isSame(input, units) || this.isAfter(input,units);
+        return this.isSame(input, units) || this.isAfter(input, units);
     }
 
     function isSameOrBefore (input, units) {
-        return this.isSame(input, units) || this.isBefore(input,units);
+        return this.isSame(input, units) || this.isBefore(input, units);
     }
 
     function diff (input, units, asFloat) {
@@ -16269,62 +16291,130 @@ moment.tz.load(require('./data/packed/latest.json'));
         return this._locale;
     }
 
+    var MS_PER_SECOND = 1000;
+    var MS_PER_MINUTE = 60 * MS_PER_SECOND;
+    var MS_PER_HOUR = 60 * MS_PER_MINUTE;
+    var MS_PER_400_YEARS = (365 * 400 + 97) * 24 * MS_PER_HOUR;
+
+    // actual modulo - handles negative numbers (for dates before 1970):
+    function mod$1(dividend, divisor) {
+        return (dividend % divisor + divisor) % divisor;
+    }
+
+    function localStartOfDate(y, m, d) {
+        // the date constructor remaps years 0-99 to 1900-1999
+        if (y < 100 && y >= 0) {
+            // preserve leap years using a full 400 year cycle, then reset
+            return new Date(y + 400, m, d) - MS_PER_400_YEARS;
+        } else {
+            return new Date(y, m, d).valueOf();
+        }
+    }
+
+    function utcStartOfDate(y, m, d) {
+        // Date.UTC remaps years 0-99 to 1900-1999
+        if (y < 100 && y >= 0) {
+            // preserve leap years using a full 400 year cycle, then reset
+            return Date.UTC(y + 400, m, d) - MS_PER_400_YEARS;
+        } else {
+            return Date.UTC(y, m, d);
+        }
+    }
+
     function startOf (units) {
+        var time;
         units = normalizeUnits(units);
-        // the following switch intentionally omits break keywords
-        // to utilize falling through the cases.
+        if (units === undefined || units === 'millisecond' || !this.isValid()) {
+            return this;
+        }
+
+        var startOfDate = this._isUTC ? utcStartOfDate : localStartOfDate;
+
         switch (units) {
             case 'year':
-                this.month(0);
-                /* falls through */
+                time = startOfDate(this.year(), 0, 1);
+                break;
             case 'quarter':
+                time = startOfDate(this.year(), this.month() - this.month() % 3, 1);
+                break;
             case 'month':
-                this.date(1);
-                /* falls through */
+                time = startOfDate(this.year(), this.month(), 1);
+                break;
             case 'week':
+                time = startOfDate(this.year(), this.month(), this.date() - this.weekday());
+                break;
             case 'isoWeek':
+                time = startOfDate(this.year(), this.month(), this.date() - (this.isoWeekday() - 1));
+                break;
             case 'day':
             case 'date':
-                this.hours(0);
-                /* falls through */
+                time = startOfDate(this.year(), this.month(), this.date());
+                break;
             case 'hour':
-                this.minutes(0);
-                /* falls through */
+                time = this._d.valueOf();
+                time -= mod$1(time + (this._isUTC ? 0 : this.utcOffset() * MS_PER_MINUTE), MS_PER_HOUR);
+                break;
             case 'minute':
-                this.seconds(0);
-                /* falls through */
+                time = this._d.valueOf();
+                time -= mod$1(time, MS_PER_MINUTE);
+                break;
             case 'second':
-                this.milliseconds(0);
-        }
-
-        // weeks are a special case
-        if (units === 'week') {
-            this.weekday(0);
-        }
-        if (units === 'isoWeek') {
-            this.isoWeekday(1);
-        }
-
-        // quarters are also special
-        if (units === 'quarter') {
-            this.month(Math.floor(this.month() / 3) * 3);
+                time = this._d.valueOf();
+                time -= mod$1(time, MS_PER_SECOND);
+                break;
         }
 
+        this._d.setTime(time);
+        hooks.updateOffset(this, true);
         return this;
     }
 
     function endOf (units) {
+        var time;
         units = normalizeUnits(units);
-        if (units === undefined || units === 'millisecond') {
+        if (units === undefined || units === 'millisecond' || !this.isValid()) {
             return this;
         }
 
-        // 'date' is an alias for 'day', so it should be considered as such.
-        if (units === 'date') {
-            units = 'day';
+        var startOfDate = this._isUTC ? utcStartOfDate : localStartOfDate;
+
+        switch (units) {
+            case 'year':
+                time = startOfDate(this.year() + 1, 0, 1) - 1;
+                break;
+            case 'quarter':
+                time = startOfDate(this.year(), this.month() - this.month() % 3 + 3, 1) - 1;
+                break;
+            case 'month':
+                time = startOfDate(this.year(), this.month() + 1, 1) - 1;
+                break;
+            case 'week':
+                time = startOfDate(this.year(), this.month(), this.date() - this.weekday() + 7) - 1;
+                break;
+            case 'isoWeek':
+                time = startOfDate(this.year(), this.month(), this.date() - (this.isoWeekday() - 1) + 7) - 1;
+                break;
+            case 'day':
+            case 'date':
+                time = startOfDate(this.year(), this.month(), this.date() + 1) - 1;
+                break;
+            case 'hour':
+                time = this._d.valueOf();
+                time += MS_PER_HOUR - mod$1(time + (this._isUTC ? 0 : this.utcOffset() * MS_PER_MINUTE), MS_PER_HOUR) - 1;
+                break;
+            case 'minute':
+                time = this._d.valueOf();
+                time += MS_PER_MINUTE - mod$1(time, MS_PER_MINUTE) - 1;
+                break;
+            case 'second':
+                time = this._d.valueOf();
+                time += MS_PER_SECOND - mod$1(time, MS_PER_SECOND) - 1;
+                break;
         }
 
-        return this.startOf(units).add(1, (units === 'isoWeek' ? 'week' : units)).subtract(1, 'ms');
+        this._d.setTime(time);
+        hooks.updateOffset(this, true);
+        return this;
     }
 
     function valueOf () {
@@ -17030,10 +17120,14 @@ moment.tz.load(require('./data/packed/latest.json'));
 
         units = normalizeUnits(units);
 
-        if (units === 'month' || units === 'year') {
-            days   = this._days   + milliseconds / 864e5;
+        if (units === 'month' || units === 'quarter' || units === 'year') {
+            days = this._days + milliseconds / 864e5;
             months = this._months + daysToMonths(days);
-            return units === 'month' ? months : months / 12;
+            switch (units) {
+                case 'month':   return months;
+                case 'quarter': return months / 3;
+                case 'year':    return months / 12;
+            }
         } else {
             // handle milliseconds separately because of floating point math errors (issue #1867)
             days = this._days + Math.round(monthsToDays(this._months));
@@ -17076,6 +17170,7 @@ moment.tz.load(require('./data/packed/latest.json'));
     var asDays         = makeAs('d');
     var asWeeks        = makeAs('w');
     var asMonths       = makeAs('M');
+    var asQuarters     = makeAs('Q');
     var asYears        = makeAs('y');
 
     function clone$1 () {
@@ -17267,6 +17362,7 @@ moment.tz.load(require('./data/packed/latest.json'));
     proto$2.asDays         = asDays;
     proto$2.asWeeks        = asWeeks;
     proto$2.asMonths       = asMonths;
+    proto$2.asQuarters     = asQuarters;
     proto$2.asYears        = asYears;
     proto$2.valueOf        = valueOf$1;
     proto$2._bubble        = bubble;
@@ -17311,7 +17407,7 @@ moment.tz.load(require('./data/packed/latest.json'));
     // Side effect imports
 
 
-    hooks.version = '2.22.2';
+    hooks.version = '2.24.0';
 
     setHookCallback(createLocal);
 
@@ -17352,7 +17448,7 @@ moment.tz.load(require('./data/packed/latest.json'));
         TIME: 'HH:mm',                                  // <input type="time" />
         TIME_SECONDS: 'HH:mm:ss',                       // <input type="time" step="1" />
         TIME_MS: 'HH:mm:ss.SSS',                        // <input type="time" step="0.001" />
-        WEEK: 'YYYY-[W]WW',                             // <input type="week" />
+        WEEK: 'GGGG-[W]WW',                             // <input type="week" />
         MONTH: 'YYYY-MM'                                // <input type="month" />
     };