@barchart/portfolio-api-common 1.2.142 → 1.2.146

package/lib/processing/PositionGroup.js

@@ -137,6 +137,7 @@ module.exports = (() => {
 			this._dataActual.marketChange = null;
 			this._dataActual.marketChangePercent = null;
 			this._dataActual.cashTotal = null;
+			this._dataActual.totalDivisor = null;
 			this._dataActual.periodDivisorCurrent = null;
 			this._dataActual.periodDivisorPrevious = null;
 			this._dataActual.periodDivisorPrevious2 = null;
@@ -144,6 +145,7 @@ module.exports = (() => {
 			this._dataFormat.currentPrice = null;
 			this._dataFormat.basis = null;
 			this._dataFormat.realized = null;
+			this._dataFormat.realizedPercent = null;
 			this._dataFormat.income = null;
 			this._dataFormat.market = null;
 			this._dataFormat.marketPercent = null;
@@ -183,10 +185,12 @@ module.exports = (() => {
 			this._dataFormat.periodRealized = null;
 			this._dataFormat.periodUnrealized = null;
 
+			this._dataActual.totalPercent = null;
 			this._dataActual.periodPercent = null;
 			this._dataActual.periodPercentPrevious = null;
 			this._dataActual.periodPercentPrevious2 = null;
 
+			this._dataFormat.totalPercent = null;
 			this._dataFormat.periodPercent = null;
 			this._dataFormat.periodPercentPrevious = null;
 			this._dataFormat.periodPercentPrevious2 = null;
@@ -695,6 +699,7 @@ module.exports = (() => {
 				updates.cashTotal = updates.cashTotal.add(translate(item, item.data.market));
 			}
 
+			updates.totalDivisor = updates.periodDivisorCurrent.add(translate(item, item.data.totalDivisor));
 			updates.periodDivisorCurrent = updates.periodDivisorCurrent.add(translate(item, item.data.periodDivisor));
 			updates.periodDivisorPrevious = updates.periodDivisorPrevious.add(translate(item, item.data.periodDivisorPrevious));
 			updates.periodDivisorPrevious2 = updates.periodDivisorPrevious2.add(translate(item, item.data.periodDivisorPrevious2));
@@ -714,6 +719,7 @@ module.exports = (() => {
 			periodUnrealized: Decimal.ZERO,
 			periodIncome: Decimal.ZERO,
 			cashTotal: Decimal.ZERO,
+			totalDivisor: Decimal.ZERO,
 			periodDivisorCurrent: Decimal.ZERO,
 			periodDivisorPrevious: Decimal.ZERO,
 			periodDivisorPrevious2: Decimal.ZERO
@@ -732,6 +738,7 @@ module.exports = (() => {
 		actual.periodUnrealized = updates.periodUnrealized;
 		actual.periodIncome = updates.periodIncome;
 		actual.cashTotal = updates.cashTotal;
+		actual.totalDivisor = updates.totalDivisor;
 		actual.periodDivisorCurrent = updates.periodDivisorCurrent;
 		actual.periodDivisorPrevious = updates.periodDivisorPrevious;
 		actual.periodDivisorPrevious2 = updates.periodDivisorPrevious2;
@@ -753,11 +760,12 @@ module.exports = (() => {
 		format.periodIncome = formatCurrency(updates.periodIncome, currency);
 		format.cashTotal = formatCurrency(updates.cashTotal, currency);
 
+		calculateRealizedPercent(group);
 		calculateUnrealizedPercent(group);
 
-		actual.periodPercent = calculatePeriodPercent(actual.summaryTotalCurrent, actual.periodDivisorCurrent);
-		actual.periodPercentPrevious = calculatePeriodPercent(actual.summaryTotalPrevious, actual.periodDivisorPrevious);
-		actual.periodPercentPrevious2 = calculatePeriodPercent(actual.summaryTotalPrevious2, actual.periodDivisorPrevious2);
+		actual.periodPercent = calculateGainPercent(actual.summaryTotalCurrent, actual.periodDivisorCurrent);
+		actual.periodPercentPrevious = calculateGainPercent(actual.summaryTotalPrevious, actual.periodDivisorPrevious);
+		actual.periodPercentPrevious2 = calculateGainPercent(actual.summaryTotalPrevious2, actual.periodDivisorPrevious2);
 
 		format.periodPercent = formatPercent(actual.periodPercent, 2);
 		format.periodPercentPrevious = formatPercent(actual.periodPercentPrevious, 2);
@@ -864,7 +872,9 @@ module.exports = (() => {
 		actual.unrealized = updates.unrealized;
 		actual.unrealizedToday = updates.unrealizedToday;
 		actual.summaryTotalCurrent = updates.summaryTotalCurrent;
+
 		actual.total = updates.unrealized.add(actual.realized).add(actual.income);
+		actual.totalPercent = calculateGainPercent(actual.total, actual.totalDivisor);
 
 		let marketChange = updates.market.subtract(actual.marketPrevious);
 		let marketChangePercent;
@@ -902,13 +912,15 @@ module.exports = (() => {
 
 		format.total = formatCurrency(actual.total, currency);
 		format.totalNegative = actual.total.getIsNegative();
+		format.totalPercent = formatPercent(actual.totalPercent, 2);
 
 		format.marketChange = formatCurrency(actual.marketChange, currency);
 		format.marketChangePercent = formatPercent(actual.marketChangePercent, 2);
 
+		calculateRealizedPercent(group);
 		calculateUnrealizedPercent(group);
 
-		actual.periodPercent = calculatePeriodPercent(actual.summaryTotalCurrent, actual.periodDivisorCurrent);
+		actual.periodPercent = calculateGainPercent(actual.summaryTotalCurrent, actual.periodDivisorCurrent);
 		format.periodPercent = formatPercent(actual.periodPercent, 2);
 
 		if (group.single && item) {
@@ -959,21 +971,43 @@ module.exports = (() => {
 		}
 	}
 
+	function calculateRealizedPercent(group) {
+		const actual = group._dataActual;
+		const format = group._dataFormat;
+
+		const openBasis = actual.basis;
+		const totalBasis = actual.totalDivisor;
+
+		const numerator = actual.realized;
+		const denominator = totalBasis.subtract(openBasis);
+
+		if (denominator.getIsZero()) {
+			actual.realizedPercent = Decimal.ZERO;
+		} else {
+			actual.realizedPercent = numerator.divide(denominator);
+		}
+
+		format.realizedPercent = formatPercent(actual.realizedPercent, 2);
+	}
+
 	function calculateUnrealizedPercent(group) {
 		const actual = group._dataActual;
 		const format = group._dataFormat;
 
-		if (actual.basis.getIsZero()) {
-			actual.unrealizedPercent = null;
-			format.unrealizedPercent = '—';
+		const numerator = actual.unrealized;
+		const denominator = actual.basis;
+
+		if (denominator.getIsZero()) {
+			actual.unrealizedPercent = Decimal.ZERO;
 		} else {
-			actual.unrealizedPercent = actual.unrealized.divide(actual.basis);
-			format.unrealizedPercent = formatPercent(actual.unrealizedPercent, 2);
+			actual.unrealizedPercent = numerator.divide(denominator);
 		}
+
+		format.unrealizedPercent = formatPercent(actual.unrealizedPercent, 2);
 	}
 
-	function calculatePeriodPercent(periodSummaryTotal, periodDivisor) {
-		return periodDivisor.getIsZero() ? Decimal.ZERO : periodSummaryTotal.divide(periodDivisor);
+	function calculateGainPercent(gain, basis) {
+		return basis.getIsZero() ? Decimal.ZERO : gain.divide(basis);
 	}
 
 	const unchanged = { up: false, down: false };

package/lib/processing/PositionItem.js

@@ -94,6 +94,8 @@ module.exports = (() => {
 
 			this._data.initiate = null;
 
+			this._data.totalDivisor = null;
+
 			this._data.newsExists = false;
 			this._data.fundamental = { };
 			this._data.locked = getIsLocked(position);
@@ -447,6 +449,8 @@ module.exports = (() => {
 		} else {
 			data.periodPricePrevious = null;
 		}
+
+		data.totalDivisor = calculateTotalDivisor(position.instrument.type, data.initiate, currentSummary, position);
 	}
 
 	function calculatePriceData(item, price) {
@@ -641,6 +645,26 @@ module.exports = (() => {
 		return returnRef;
 	}
 
+	function calculateTotalDivisor(type, direction, finalSummary, position) {
+		let returnRef;
+
+		// 2019-06-05, BRI. We should be reading from the summary -- in case we are
+		// running for a previous period. However, the summary does not have buy and
+		// sell totals for the entire history. Could be added.
+
+		if (finalSummary && type !== InstrumentType.CASH) {
+			if (direction === PositionDirection.SHORT) {
+				returnRef = position.snapshot.sells;
+			} else {
+				returnRef = position.snapshot.buys.opposite();
+			}
+		} else {
+			returnRef = Decimal.ZERO;
+		}
+
+		return returnRef;
+	}
+
 	function getPreviousSummary(previousSummaries, count) {
 		const index = previousSummaries.length - count;
 

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@barchart/portfolio-api-common",
-  "version": "1.2.142",
+  "version": "1.2.146",
   "description": "Common classes used by the Portfolio system",
   "author": {
     "name": "Bryan Ingle",

package/test/SpecRunner.js

@@ -2659,6 +2659,7 @@ module.exports = (() => {
 			this._dataActual.marketChange = null;
 			this._dataActual.marketChangePercent = null;
 			this._dataActual.cashTotal = null;
+			this._dataActual.totalDivisor = null;
 			this._dataActual.periodDivisorCurrent = null;
 			this._dataActual.periodDivisorPrevious = null;
 			this._dataActual.periodDivisorPrevious2 = null;
@@ -2666,6 +2667,7 @@ module.exports = (() => {
 			this._dataFormat.currentPrice = null;
 			this._dataFormat.basis = null;
 			this._dataFormat.realized = null;
+			this._dataFormat.realizedPercent = null;
 			this._dataFormat.income = null;
 			this._dataFormat.market = null;
 			this._dataFormat.marketPercent = null;
@@ -2705,10 +2707,12 @@ module.exports = (() => {
 			this._dataFormat.periodRealized = null;
 			this._dataFormat.periodUnrealized = null;
 
+			this._dataActual.totalPercent = null;
 			this._dataActual.periodPercent = null;
 			this._dataActual.periodPercentPrevious = null;
 			this._dataActual.periodPercentPrevious2 = null;
 
+			this._dataFormat.totalPercent = null;
 			this._dataFormat.periodPercent = null;
 			this._dataFormat.periodPercentPrevious = null;
 			this._dataFormat.periodPercentPrevious2 = null;
@@ -3217,6 +3221,7 @@ module.exports = (() => {
 				updates.cashTotal = updates.cashTotal.add(translate(item, item.data.market));
 			}
 
+			updates.totalDivisor = updates.periodDivisorCurrent.add(translate(item, item.data.totalDivisor));
 			updates.periodDivisorCurrent = updates.periodDivisorCurrent.add(translate(item, item.data.periodDivisor));
 			updates.periodDivisorPrevious = updates.periodDivisorPrevious.add(translate(item, item.data.periodDivisorPrevious));
 			updates.periodDivisorPrevious2 = updates.periodDivisorPrevious2.add(translate(item, item.data.periodDivisorPrevious2));
@@ -3236,6 +3241,7 @@ module.exports = (() => {
 			periodUnrealized: Decimal.ZERO,
 			periodIncome: Decimal.ZERO,
 			cashTotal: Decimal.ZERO,
+			totalDivisor: Decimal.ZERO,
 			periodDivisorCurrent: Decimal.ZERO,
 			periodDivisorPrevious: Decimal.ZERO,
 			periodDivisorPrevious2: Decimal.ZERO
@@ -3254,6 +3260,7 @@ module.exports = (() => {
 		actual.periodUnrealized = updates.periodUnrealized;
 		actual.periodIncome = updates.periodIncome;
 		actual.cashTotal = updates.cashTotal;
+		actual.totalDivisor = updates.totalDivisor;
 		actual.periodDivisorCurrent = updates.periodDivisorCurrent;
 		actual.periodDivisorPrevious = updates.periodDivisorPrevious;
 		actual.periodDivisorPrevious2 = updates.periodDivisorPrevious2;
@@ -3275,11 +3282,12 @@ module.exports = (() => {
 		format.periodIncome = formatCurrency(updates.periodIncome, currency);
 		format.cashTotal = formatCurrency(updates.cashTotal, currency);
 
+		calculateRealizedPercent(group);
 		calculateUnrealizedPercent(group);
 
-		actual.periodPercent = calculatePeriodPercent(actual.summaryTotalCurrent, actual.periodDivisorCurrent);
-		actual.periodPercentPrevious = calculatePeriodPercent(actual.summaryTotalPrevious, actual.periodDivisorPrevious);
-		actual.periodPercentPrevious2 = calculatePeriodPercent(actual.summaryTotalPrevious2, actual.periodDivisorPrevious2);
+		actual.periodPercent = calculateGainPercent(actual.summaryTotalCurrent, actual.periodDivisorCurrent);
+		actual.periodPercentPrevious = calculateGainPercent(actual.summaryTotalPrevious, actual.periodDivisorPrevious);
+		actual.periodPercentPrevious2 = calculateGainPercent(actual.summaryTotalPrevious2, actual.periodDivisorPrevious2);
 
 		format.periodPercent = formatPercent(actual.periodPercent, 2);
 		format.periodPercentPrevious = formatPercent(actual.periodPercentPrevious, 2);
@@ -3386,7 +3394,9 @@ module.exports = (() => {
 		actual.unrealized = updates.unrealized;
 		actual.unrealizedToday = updates.unrealizedToday;
 		actual.summaryTotalCurrent = updates.summaryTotalCurrent;
+
 		actual.total = updates.unrealized.add(actual.realized).add(actual.income);
+		actual.totalPercent = calculateGainPercent(actual.total, actual.totalDivisor);
 
 		let marketChange = updates.market.subtract(actual.marketPrevious);
 		let marketChangePercent;
@@ -3424,13 +3434,15 @@ module.exports = (() => {
 
 		format.total = formatCurrency(actual.total, currency);
 		format.totalNegative = actual.total.getIsNegative();
+		format.totalPercent = formatPercent(actual.totalPercent, 2);
 
 		format.marketChange = formatCurrency(actual.marketChange, currency);
 		format.marketChangePercent = formatPercent(actual.marketChangePercent, 2);
 
+		calculateRealizedPercent(group);
 		calculateUnrealizedPercent(group);
 
-		actual.periodPercent = calculatePeriodPercent(actual.summaryTotalCurrent, actual.periodDivisorCurrent);
+		actual.periodPercent = calculateGainPercent(actual.summaryTotalCurrent, actual.periodDivisorCurrent);
 		format.periodPercent = formatPercent(actual.periodPercent, 2);
 
 		if (group.single && item) {
@@ -3481,21 +3493,43 @@ module.exports = (() => {
 		}
 	}
 
+	function calculateRealizedPercent(group) {
+		const actual = group._dataActual;
+		const format = group._dataFormat;
+
+		const openBasis = actual.basis;
+		const totalBasis = actual.totalDivisor;
+
+		const numerator = actual.realized;
+		const denominator = totalBasis.subtract(openBasis);
+
+		if (denominator.getIsZero()) {
+			actual.realizedPercent = Decimal.ZERO;
+		} else {
+			actual.realizedPercent = numerator.divide(denominator);
+		}
+
+		format.realizedPercent = formatPercent(actual.realizedPercent, 2);
+	}
+
 	function calculateUnrealizedPercent(group) {
 		const actual = group._dataActual;
 		const format = group._dataFormat;
 
-		if (actual.basis.getIsZero()) {
-			actual.unrealizedPercent = null;
-			format.unrealizedPercent = '—';
+		const numerator = actual.unrealized;
+		const denominator = actual.basis;
+
+		if (denominator.getIsZero()) {
+			actual.unrealizedPercent = Decimal.ZERO;
 		} else {
-			actual.unrealizedPercent = actual.unrealized.divide(actual.basis);
-			format.unrealizedPercent = formatPercent(actual.unrealizedPercent, 2);
+			actual.unrealizedPercent = numerator.divide(denominator);
 		}
+
+		format.unrealizedPercent = formatPercent(actual.unrealizedPercent, 2);
 	}
 
-	function calculatePeriodPercent(periodSummaryTotal, periodDivisor) {
-		return periodDivisor.getIsZero() ? Decimal.ZERO : periodSummaryTotal.divide(periodDivisor);
+	function calculateGainPercent(gain, basis) {
+		return basis.getIsZero() ? Decimal.ZERO : gain.divide(basis);
 	}
 
 	const unchanged = { up: false, down: false };
@@ -3600,6 +3634,8 @@ module.exports = (() => {
 
 			this._data.initiate = null;
 
+			this._data.totalDivisor = null;
+
 			this._data.newsExists = false;
 			this._data.fundamental = { };
 			this._data.locked = getIsLocked(position);
@@ -3953,6 +3989,8 @@ module.exports = (() => {
 		} else {
 			data.periodPricePrevious = null;
 		}
+
+		data.totalDivisor = calculateTotalDivisor(position.instrument.type, data.initiate, currentSummary, position);
 	}
 
 	function calculatePriceData(item, price) {
@@ -4147,6 +4185,26 @@ module.exports = (() => {
 		return returnRef;
 	}
 
+	function calculateTotalDivisor(type, direction, finalSummary, position) {
+		let returnRef;
+
+		// 2019-06-05, BRI. We should be reading from the summary -- in case we are
+		// running for a previous period. However, the summary does not have buy and
+		// sell totals for the entire history. Could be added.
+
+		if (finalSummary && type !== InstrumentType.CASH) {
+			if (direction === PositionDirection.SHORT) {
+				returnRef = position.snapshot.sells;
+			} else {
+				returnRef = position.snapshot.buys.opposite();
+			}
+		} else {
+			returnRef = Decimal.ZERO;
+		}
+
+		return returnRef;
+	}
+
 	function getPreviousSummary(previousSummaries, count) {
 		const index = previousSummaries.length - count;
 
@@ -13997,36 +14055,22 @@ 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;
+        var date = new Date(y, m, d, h, M, s, ms);
+
         // 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
-            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);
+        if (y < 100 && y >= 0 && isFinite(date.getFullYear())) {
+            date.setFullYear(y);
         }
-
         return date;
     }
 
     function createUTCDate (y) {
-        var date;
+        var date = new Date(Date.UTC.apply(null, arguments));
+
         // the Date.UTC function remaps years 0-99 to 1900-1999
-        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));
+        if (y < 100 && y >= 0 && isFinite(date.getUTCFullYear())) {
+            date.setUTCFullYear(y);
         }
-
         return date;
     }
 
@@ -14128,7 +14172,7 @@ 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 6th is the first week of the year.
+        doy : 6  // The week that contains Jan 1st is the first week of the year.
     };
 
     function localeFirstDayOfWeek () {
@@ -14237,28 +14281,25 @@ 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) {
-        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;
+        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 defaultLocaleWeekdaysShort = 'Sun_Mon_Tue_Wed_Thu_Fri_Sat'.split('_');
     function localeWeekdaysShort (m) {
-        return (m === true) ? shiftWeekdays(this._weekdaysShort, this._week.dow)
-            : (m) ? this._weekdaysShort[m.day()] : this._weekdaysShort;
+        return (m) ? this._weekdaysShort[m.day()] : this._weekdaysShort;
     }
 
     var defaultLocaleWeekdaysMin = 'Su_Mo_Tu_We_Th_Fr_Sa'.split('_');
     function localeWeekdaysMin (m) {
-        return (m === true) ? shiftWeekdays(this._weekdaysMin, this._week.dow)
-            : (m) ? this._weekdaysMin[m.day()] : this._weekdaysMin;
+        return (m) ? this._weekdaysMin[m.day()] : this._weekdaysMin;
     }
 
     function handleStrictParse$1(weekdayName, format, strict) {
@@ -15007,13 +15048,13 @@ moment.tz.load(require('./data/packed/latest.json'));
                     weekdayOverflow = true;
                 }
             } else if (w.e != null) {
-                // local weekday -- counting starts from beginning of week
+                // local weekday -- counting starts from begining of week
                 weekday = w.e + dow;
                 if (w.e < 0 || w.e > 6) {
                     weekdayOverflow = true;
                 }
             } else {
-                // default to beginning of week
+                // default to begining of week
                 weekday = dow;
             }
         }
@@ -15607,7 +15648,7 @@ moment.tz.load(require('./data/packed/latest.json'));
             years = normalizedInput.year || 0,
             quarters = normalizedInput.quarter || 0,
             months = normalizedInput.month || 0,
-            weeks = normalizedInput.week || normalizedInput.isoWeek || 0,
+            weeks = normalizedInput.week || 0,
             days = normalizedInput.day || 0,
             hours = normalizedInput.hour || 0,
             minutes = normalizedInput.minute || 0,
@@ -15911,7 +15952,7 @@ 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 : 1;
+            sign = (match[1] === '-') ? -1 : (match[1] === '+') ? 1 : 1;
             duration = {
                 y : parseIso(match[2], sign),
                 M : parseIso(match[3], sign),
@@ -15953,7 +15994,7 @@ moment.tz.load(require('./data/packed/latest.json'));
     }
 
     function positiveMomentsDifference(base, other) {
-        var res = {};
+        var res = {milliseconds: 0, months: 0};
 
         res.months = other.month() - base.month() +
             (other.year() - base.year()) * 12;
@@ -16062,7 +16103,7 @@ moment.tz.load(require('./data/packed/latest.json'));
         if (!(this.isValid() && localInput.isValid())) {
             return false;
         }
-        units = normalizeUnits(units) || 'millisecond';
+        units = normalizeUnits(!isUndefined(units) ? units : 'millisecond');
         if (units === 'millisecond') {
             return this.valueOf() > localInput.valueOf();
         } else {
@@ -16075,7 +16116,7 @@ moment.tz.load(require('./data/packed/latest.json'));
         if (!(this.isValid() && localInput.isValid())) {
             return false;
         }
-        units = normalizeUnits(units) || 'millisecond';
+        units = normalizeUnits(!isUndefined(units) ? units : 'millisecond');
         if (units === 'millisecond') {
             return this.valueOf() < localInput.valueOf();
         } else {
@@ -16084,14 +16125,9 @@ 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(localFrom, units) : !this.isBefore(localFrom, units)) &&
-            (inclusivity[1] === ')' ? this.isBefore(localTo, units) : !this.isAfter(localTo, units));
+        return (inclusivity[0] === '(' ? this.isAfter(from, units) : !this.isBefore(from, units)) &&
+            (inclusivity[1] === ')' ? this.isBefore(to, units) : !this.isAfter(to, units));
     }
 
     function isSame (input, units) {
@@ -16100,7 +16136,7 @@ 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 {
@@ -16110,11 +16146,11 @@ 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) {
@@ -16291,130 +16327,62 @@ 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);
-        if (units === undefined || units === 'millisecond' || !this.isValid()) {
-            return this;
-        }
-
-        var startOfDate = this._isUTC ? utcStartOfDate : localStartOfDate;
-
+        // the following switch intentionally omits break keywords
+        // to utilize falling through the cases.
         switch (units) {
             case 'year':
-                time = startOfDate(this.year(), 0, 1);
-                break;
+                this.month(0);
+                /* falls through */
             case 'quarter':
-                time = startOfDate(this.year(), this.month() - this.month() % 3, 1);
-                break;
             case 'month':
-                time = startOfDate(this.year(), this.month(), 1);
-                break;
+                this.date(1);
+                /* falls through */
             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':
-                time = startOfDate(this.year(), this.month(), this.date());
-                break;
+                this.hours(0);
+                /* falls through */
             case 'hour':
-                time = this._d.valueOf();
-                time -= mod$1(time + (this._isUTC ? 0 : this.utcOffset() * MS_PER_MINUTE), MS_PER_HOUR);
-                break;
+                this.minutes(0);
+                /* falls through */
             case 'minute':
-                time = this._d.valueOf();
-                time -= mod$1(time, MS_PER_MINUTE);
-                break;
+                this.seconds(0);
+                /* falls through */
             case 'second':
-                time = this._d.valueOf();
-                time -= mod$1(time, MS_PER_SECOND);
-                break;
+                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);
         }
 
-        this._d.setTime(time);
-        hooks.updateOffset(this, true);
         return this;
     }
 
     function endOf (units) {
-        var time;
         units = normalizeUnits(units);
-        if (units === undefined || units === 'millisecond' || !this.isValid()) {
+        if (units === undefined || units === 'millisecond') {
             return this;
         }
 
-        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;
+        // 'date' is an alias for 'day', so it should be considered as such.
+        if (units === 'date') {
+            units = 'day';
         }
 
-        this._d.setTime(time);
-        hooks.updateOffset(this, true);
-        return this;
+        return this.startOf(units).add(1, (units === 'isoWeek' ? 'week' : units)).subtract(1, 'ms');
     }
 
     function valueOf () {
@@ -17120,14 +17088,10 @@ moment.tz.load(require('./data/packed/latest.json'));
 
         units = normalizeUnits(units);
 
-        if (units === 'month' || units === 'quarter' || units === 'year') {
-            days = this._days + milliseconds / 864e5;
+        if (units === 'month' || units === 'year') {
+            days   = this._days   + milliseconds / 864e5;
             months = this._months + daysToMonths(days);
-            switch (units) {
-                case 'month':   return months;
-                case 'quarter': return months / 3;
-                case 'year':    return months / 12;
-            }
+            return units === 'month' ? months : months / 12;
         } else {
             // handle milliseconds separately because of floating point math errors (issue #1867)
             days = this._days + Math.round(monthsToDays(this._months));
@@ -17170,7 +17134,6 @@ 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 () {
@@ -17362,7 +17325,6 @@ 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;
@@ -17407,7 +17369,7 @@ moment.tz.load(require('./data/packed/latest.json'));
     // Side effect imports
 
 
-    hooks.version = '2.24.0';
+    hooks.version = '2.22.2';
 
     setHookCallback(createLocal);
 
@@ -17448,7 +17410,7 @@ 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: 'GGGG-[W]WW',                             // <input type="week" />
+        WEEK: 'YYYY-[W]WW',                             // <input type="week" />
         MONTH: 'YYYY-MM'                                // <input type="month" />
     };
 
@@ -18415,7 +18377,9 @@ describe('When a position container data is gathered', () => {
 				value: new Decimal(456),
 				open: new Decimal(1),
 				income: new Decimal(0),
-				gain: new Decimal(0)
+				gain: new Decimal(0),
+				buys: new Decimal(50),
+				sells: new Decimal(0)
 			}
 		};
 	}

package/test/specs/processing/PositionContainerSpec.js

@@ -30,7 +30,9 @@ describe('When a position container data is gathered', () => {
 				value: new Decimal(456),
 				open: new Decimal(1),
 				income: new Decimal(0),
-				gain: new Decimal(0)
+				gain: new Decimal(0),
+				buys: new Decimal(50),
+				sells: new Decimal(0)
 			}
 		};
 	}