@barchart/portfolio-client-js 1.1.12 → 1.1.15

package/example/example.html

@@ -27,8 +27,8 @@
 
 			that.gateway = null;
 
-			that.user = ko.observable('a887b0b1-f7ea-412c-9ffa-3b7f6f6608cc');
-			that.userLegacy = ko.observable('12153194');
+			that.user = ko.observable('4a896279-ad66-4fba-9239-8124dc1d3967');
+			that.userLegacy = ko.observable('10000120');
 
 			that.connected = ko.observable(false);
 			that.connecting = ko.observable(false);
@@ -158,7 +158,13 @@
 			var readPositionSummaries = function() {
 				var action = 'portfolioGateway.readPositionSummaries()';
 
-				that.gateway.readPositionSummaries(that.portfolio() || null, that.position() || null)
+				var query = {
+					portfolio: that.portfolio() || null,
+					position: that.position() || null,
+					frame: 'YEARLY'
+				};
+
+				that.gateway.readPositionSummaries(query)
 					.then((data) => {
 						writeConsoleText(action, true);
 						writeConsoleObject(data);
@@ -238,17 +244,16 @@
                     });
 			};
 			var createBuyTransaction = function() {
-				var action = 'portfolioGateway.readTransactions()';
-
-				var portfolio = that.portfolio();
-				var position = that.position();
+				var action = 'portfolioGateway.createTransaction()';
 
-				if (!portfolio) {
+				if (!that.portfolio()) {
 					toastr.info('A "portfolio" is required.');
 				    return;
                 }
 
                 var transaction = {
+                	portfolio: that.portfolio(),
+                	position: that.position() || null,
                 	type: Barchart.TransactionType.BUY,
                 	instrument: {
                 		name: 'International Business Machines',
@@ -265,7 +270,42 @@
                 	fee: Barchart.Decimal.ZERO
                 };
 
-				that.gateway.createTransaction(that.portfolio(), that.position() || null, transaction)
+				that.gateway.createTransaction(transaction)
+					.then((data) => {
+						writeConsoleText(action, true);
+						writeConsoleObject(data);
+					}).catch((e) => {
+                        writeConsoleText(action, true);
+                        writeConsoleObject(e);
+
+                        that.setConsoleMode();
+                    });
+			};
+			var createSellTransaction = function() {
+				var action = 'portfolioGateway.createTransaction()';
+
+				if (!that.portfolio()) {
+					toastr.info('A "portfolio" is required.');
+				    return;
+                }
+
+                if (!that.position()) {
+					toastr.info('A "position" is required.');
+				    return;
+                }
+
+                var transaction = {
+                	portfolio: that.portfolio(),
+                	position: that.position(),
+                	type: Barchart.TransactionType.SELL,
+                	currency: Barchart.Currency.CAD,
+                	date: Barchart.Day.getToday(),
+                	price: Barchart.Decimal.parse(5),
+                	quantity: Barchart.Decimal.parse(100),
+                	fee: Barchart.Decimal.ZERO
+                };
+
+				that.gateway.createTransaction(transaction)
 					.then((data) => {
 						writeConsoleText(action, true);
 						writeConsoleObject(data);
@@ -317,6 +357,7 @@
                 { text: 'Get Transactions', action: getTransactions },
                 { text: 'Get Transactions (Formatted)', action: getTransactionsFormatted },
                 { text: 'Create Buy Transaction', action: createBuyTransaction },
+                { text: 'Create Sell Transaction', action: createSellTransaction },
                 { text: 'Delete Transaction', action: deleteTransaction }
             ]);
 
@@ -355,7 +396,7 @@
 
 				that.connecting(true);
 
-				Barchart.Portfolio.PortfolioGateway.forLocal(Barchart.Portfolio.JwtGateway.forDevelopmentClient(that.user(), that.userLegacy()))
+				Barchart.Portfolio.PortfolioGateway.forDevelopment(Barchart.Portfolio.JwtGateway.forDevelopmentClient(that.user(), that.userLegacy()))
                     .then((gateway) => {
 					    that.gateway = gateway;
 

package/example/example.js

@@ -26,7 +26,7 @@ module.exports = function () {
 	window.Barchart.ValuationType = ValuationType;
 }();
 
-},{"@barchart/common-js/lang/Currency":28,"@barchart/common-js/lang/Day":29,"@barchart/common-js/lang/Decimal":30,"@barchart/common-js/lang/Timezones":35,"@barchart/portfolio-api-common/lib/data/TransactionType":51,"@barchart/portfolio-api-common/lib/data/ValuationType":52,"@barchart/tgam-jwt-js/lib/JwtGateway":55}],2:[function(require,module,exports){
+},{"@barchart/common-js/lang/Currency":28,"@barchart/common-js/lang/Day":29,"@barchart/common-js/lang/Decimal":30,"@barchart/common-js/lang/Timezones":35,"@barchart/portfolio-api-common/lib/data/TransactionType":52,"@barchart/portfolio-api-common/lib/data/ValuationType":53,"@barchart/tgam-jwt-js/lib/JwtGateway":57}],2:[function(require,module,exports){
 'use strict';
 
 var _createClass = function () { function defineProperties(target, props) { for (var i = 0; i < props.length; i++) { var descriptor = props[i]; descriptor.enumerable = descriptor.enumerable || false; descriptor.configurable = true; if ("value" in descriptor) descriptor.writable = true; Object.defineProperty(target, descriptor.key, descriptor); } } return function (Constructor, protoProps, staticProps) { if (protoProps) defineProperties(Constructor.prototype, protoProps); if (staticProps) defineProperties(Constructor, staticProps); return Constructor; }; }();
@@ -121,6 +121,7 @@ var assert = require('@barchart/common-js/lang/assert'),
 var TransactionType = require('@barchart/portfolio-api-common/lib/data/TransactionType');
 
 var PortfolioSchema = require('@barchart/portfolio-api-common/lib/serialization/PortfolioSchema'),
+    PositionSummarySchema = require('@barchart/portfolio-api-common/lib/serialization/PositionSummarySchema'),
     TransactionSchema = require('@barchart/portfolio-api-common/lib/serialization/TransactionSchema');
 
 var EndpointBuilder = require('@barchart/common-js/api/http/builders/EndpointBuilder'),
@@ -193,9 +194,7 @@ module.exports = function () {
 				pb.withLiteralParameter('portfolios', 'portfolios').withVariableParameter('portfolio', 'portfolio', 'portfolio', false).withLiteralParameter('summaries', 'summaries').withVariableParameter('position', 'position', 'position', false);
 			}).withQueryBuilder(function (qb) {
 				qb.withVariableParameter('frame', 'frame', 'frame', true).withVariableParameter('start', 'start', 'start', true).withVariableParameter('end', 'end', 'end', true);
-			}).withRequestInterceptor(requestInterceptorToUse)
-			// .withResponseInterceptor(responseInterceptorForPositionDeserialization)
-			.withErrorInterceptor(ErrorInterceptor.GENERAL).endpoint;
+			}).withRequestInterceptor(RequestInterceptor.PLAIN_TEXT_RESPONSE).withRequestInterceptor(requestInterceptorToUse).withResponseInterceptor(responseInterceptorForPositionSummaryDeserialization).withErrorInterceptor(ErrorInterceptor.GENERAL).endpoint;
 
 			_this._deletePortfoliosEndpoint = EndpointBuilder.for('delete-portfolio', 'delete portfolios').withVerb(VerbType.DELETE).withProtocol(protocolType).withHost(host).withPort(port).withPathBuilder(function (pb) {
 				pb.withLiteralParameter('portfolios', 'portfolios').withVariableParameter('portfolio', 'portfolio', 'portfolio', false).withLiteralParameter('positions', 'positions').withVariableParameter('position', 'position', 'position', false);
@@ -209,7 +208,7 @@ module.exports = function () {
 
 			_this._createTransactionEndpoint = EndpointBuilder.for('create-transaction', 'create transaction').withVerb(VerbType.POST).withProtocol(protocolType).withHost(host).withPort(port).withPathBuilder(function (pb) {
 				pb.withLiteralParameter('portfolios', 'portfolios').withVariableParameter('portfolio', 'portfolio', 'portfolio', false).withLiteralParameter('positions', 'positions').withVariableParameter('position', 'position', 'position', false).withLiteralParameter('transactions', 'transactions');
-			}).withBody('portfolio data').withRequestInterceptor(RequestInterceptor.fromDelegate(createTransactionRequestInterceptor)).withRequestInterceptor(requestInterceptorToUse).withResponseInterceptor(responseInterceptorForPortfolioDeserialization).withErrorInterceptor(ErrorInterceptor.GENERAL).endpoint;
+			}).withBody('portfolio data').withRequestInterceptor(RequestInterceptor.PLAIN_TEXT_RESPONSE).withRequestInterceptor(requestInterceptorToUse).withResponseInterceptor(responseInterceptorForTransactionDeserialization).withErrorInterceptor(ErrorInterceptor.GENERAL).endpoint;
 
 			_this._deleteTransactionsEndpoint = EndpointBuilder.for('read-transactions', 'read transactions').withVerb(VerbType.DELETE).withProtocol(protocolType).withHost(host).withPort(port).withPathBuilder(function (pb) {
 				pb.withLiteralParameter('portfolios', 'portfolios').withVariableParameter('portfolio', 'portfolio', 'portfolio', false).withLiteralParameter('positions', 'positions').withVariableParameter('position', 'position', 'position', false).withLiteralParameter('transactions', 'transactions').withVariableParameter('transaction', 'transaction', 'transaction', false);
@@ -375,18 +374,25 @@ module.exports = function () {
 
 		}, {
 			key: 'readPositionSummaries',
-			value: function readPositionSummaries(portfolio, position) {
+			value: function readPositionSummaries(data) {
 				var _this8 = this;
 
 				return Promise.resolve().then(function () {
 					checkStart.call(_this8);
 
-					// console
+					assert.argumentIsRequired(data, 'data', Object);
+					assert.argumentIsOptional(data.portfolio, 'portfolio', String);
+					assert.argumentIsOptional(data.position, 'position', String);
 
-					assert.argumentIsOptional(portfolio, 'portfolio', String);
-					assert.argumentIsOptional(position, 'position', String);
+					var query = {
+						portfolio: data.portfolio || '*',
+						position: data.position || '*',
+						frame: data.frame,
+						start: data.start,
+						end: data.end
+					};
 
-					return Gateway.invoke(_this8._readPositionSummariesEndpoint, { portfolio: portfolio || '*', position: position || '*' });
+					return Gateway.invoke(_this8._readPositionSummariesEndpoint, query);
 				});
 			}
 
@@ -444,7 +450,9 @@ module.exports = function () {
 						transaction.position = 'new';
 					}
 
-					return Gateway.invoke(_this10._createTransactionEndpoint, TransactionSchema.forCreate(transaction.type));
+					var schema = TransactionSchema.forCreate(transaction.type);
+
+					return Gateway.invoke(_this10._createTransactionEndpoint, schema.schema.format(transaction));
 				});
 			}
 
@@ -605,27 +613,9 @@ module.exports = function () {
 		});
 	};
 
-	var createTransactionRequestInterceptor = function createTransactionRequestInterceptor(request) {
-		var transactionData = request.data.transaction;
-
-		return Promise.resolve().then(function () {
-			var schema = TransactionSchema.fromCode(TransactionSchema, transactionData.type.code);
-
-			return FailureReason.validateSchema(schema, transactionData);
-		}).then(function () {
-			request.data = transactionData;
-
-			return Promise.resolve(request);
-		}).catch(function (e) {
-			console.error('Error serializing data to create a transaction', e);
-
-			return Promise.reject();
-		});
-	};
-
 	var responseInterceptorForPortfolioDeserialization = ResponseInterceptor.fromDelegate(function (response, ignored) {
 		try {
-			return JSON.parse(response.data, PortfolioSchema.COMPLETE.schema.getReviver());
+			return JSON.parse(response.data, PortfolioSchema.CLIENT.schema.getReviver());
 		} catch (e) {
 			console.log(e);
 		}
@@ -635,8 +625,22 @@ module.exports = function () {
 		return response.data;
 	});
 
+	var responseInterceptorForPositionSummaryDeserialization = ResponseInterceptor.fromDelegate(function (response, ignored) {
+		try {
+			return JSON.parse(response.data, PositionSummarySchema.CLIENT.schema.getReviver());
+		} catch (e) {
+			console.log(e);
+		}
+	});
+
 	var responseInterceptorForTransactionDeserialization = ResponseInterceptor.fromDelegate(function (response, ignored) {
-		return JSON.parse(response.data, TransactionSchema.COMPLETE.schema.getReviver());
+		try {
+			return TransactionSchema.CLIENT.schema.revive(response.data);
+
+			return JSON.parse(response.data, TransactionSchema.CLIENT.schema.getReviver());
+		} catch (e) {
+			console.error('Error serializing transaction data', e);
+		}
 	});
 
 	function start(gateway) {
@@ -658,7 +662,7 @@ module.exports = function () {
 	return PortfolioGateway;
 }();
 
-},{"./../common/Configuration":2,"@barchart/common-js/api/failures/FailureReason":6,"@barchart/common-js/api/http/Gateway":9,"@barchart/common-js/api/http/builders/EndpointBuilder":10,"@barchart/common-js/api/http/definitions/ProtocolType":15,"@barchart/common-js/api/http/definitions/VerbType":16,"@barchart/common-js/api/http/interceptors/ErrorInterceptor":20,"@barchart/common-js/api/http/interceptors/RequestInterceptor":21,"@barchart/common-js/api/http/interceptors/ResponseInterceptor":22,"@barchart/common-js/lang/Disposable":31,"@barchart/common-js/lang/Enum":32,"@barchart/common-js/lang/assert":37,"@barchart/common-js/lang/is":40,"@barchart/portfolio-api-common/lib/data/TransactionType":51,"@barchart/portfolio-api-common/lib/serialization/PortfolioSchema":53,"@barchart/portfolio-api-common/lib/serialization/TransactionSchema":54}],4:[function(require,module,exports){
+},{"./../common/Configuration":2,"@barchart/common-js/api/failures/FailureReason":6,"@barchart/common-js/api/http/Gateway":9,"@barchart/common-js/api/http/builders/EndpointBuilder":10,"@barchart/common-js/api/http/definitions/ProtocolType":15,"@barchart/common-js/api/http/definitions/VerbType":16,"@barchart/common-js/api/http/interceptors/ErrorInterceptor":20,"@barchart/common-js/api/http/interceptors/RequestInterceptor":21,"@barchart/common-js/api/http/interceptors/ResponseInterceptor":22,"@barchart/common-js/lang/Disposable":31,"@barchart/common-js/lang/Enum":32,"@barchart/common-js/lang/assert":37,"@barchart/common-js/lang/is":40,"@barchart/portfolio-api-common/lib/data/TransactionType":52,"@barchart/portfolio-api-common/lib/serialization/PortfolioSchema":54,"@barchart/portfolio-api-common/lib/serialization/PositionSummarySchema":55,"@barchart/portfolio-api-common/lib/serialization/TransactionSchema":56}],4:[function(require,module,exports){
 'use strict';
 
 var _createClass = function () { function defineProperties(target, props) { for (var i = 0; i < props.length; i++) { var descriptor = props[i]; descriptor.enumerable = descriptor.enumerable || false; descriptor.configurable = true; if ("value" in descriptor) descriptor.writable = true; Object.defineProperty(target, descriptor.key, descriptor); } } return function (Constructor, protoProps, staticProps) { if (protoProps) defineProperties(Constructor.prototype, protoProps); if (staticProps) defineProperties(Constructor, staticProps); return Constructor; }; }();
@@ -971,7 +975,7 @@ module.exports = function () {
 	return {
 		JwtGateway: JwtGateway,
 		PortfolioGateway: PortfolioGateway,
-		version: '1.1.12'
+		version: '1.1.15'
 	};
 }();
 
@@ -1708,7 +1712,7 @@ module.exports = function () {
 	return Gateway;
 }();
 
-},{"./../../lang/array":36,"./../../lang/assert":37,"./../../lang/attributes":38,"./../../lang/promise":42,"./../failures/FailureReason":6,"./../failures/FailureType":8,"./definitions/Endpoint":12,"./definitions/VerbType":16,"axios":56}],10:[function(require,module,exports){
+},{"./../../lang/array":36,"./../../lang/assert":37,"./../../lang/attributes":38,"./../../lang/promise":42,"./../failures/FailureReason":6,"./../failures/FailureType":8,"./definitions/Endpoint":12,"./definitions/VerbType":16,"axios":59}],10:[function(require,module,exports){
 'use strict';
 
 var _createClass = function () { function defineProperties(target, props) { for (var i = 0; i < props.length; i++) { var descriptor = props[i]; descriptor.enumerable = descriptor.enumerable || false; descriptor.configurable = true; if ("value" in descriptor) descriptor.writable = true; Object.defineProperty(target, descriptor.key, descriptor); } } return function (Constructor, protoProps, staticProps) { if (protoProps) defineProperties(Constructor.prototype, protoProps); if (staticProps) defineProperties(Constructor, staticProps); return Constructor; }; }();
@@ -5585,7 +5589,7 @@ module.exports = function () {
 	return Decimal;
 }();
 
-},{"./Enum":32,"./assert":37,"./is":40,"big.js":81}],31:[function(require,module,exports){
+},{"./Enum":32,"./assert":37,"./is":40,"big.js":84}],31:[function(require,module,exports){
 'use strict';
 
 var _createClass = function () { function defineProperties(target, props) { for (var i = 0; i < props.length; i++) { var descriptor = props[i]; descriptor.enumerable = descriptor.enumerable || false; descriptor.configurable = true; if ("value" in descriptor) descriptor.writable = true; Object.defineProperty(target, descriptor.key, descriptor); } } return function (Constructor, protoProps, staticProps) { if (protoProps) defineProperties(Constructor.prototype, protoProps); if (staticProps) defineProperties(Constructor, staticProps); return Constructor; }; }();
@@ -6122,7 +6126,7 @@ module.exports = function () {
 	return Timestamp;
 }();
 
-},{"./assert":37,"./is":40,"moment-timezone":86}],35:[function(require,module,exports){
+},{"./assert":37,"./is":40,"moment-timezone":89}],35:[function(require,module,exports){
 'use strict';
 
 var _createClass = function () { function defineProperties(target, props) { for (var i = 0; i < props.length; i++) { var descriptor = props[i]; descriptor.enumerable = descriptor.enumerable || false; descriptor.configurable = true; if ("value" in descriptor) descriptor.writable = true; Object.defineProperty(target, descriptor.key, descriptor); } } return function (Constructor, protoProps, staticProps) { if (protoProps) defineProperties(Constructor.prototype, protoProps); if (staticProps) defineProperties(Constructor, staticProps); return Constructor; }; }();
@@ -7565,7 +7569,7 @@ module.exports = function () {
 	};
 }();
 
-},{"./assert":37,"moment-timezone/builds/moment-timezone-with-data-2010-2020":84}],44:[function(require,module,exports){
+},{"./assert":37,"moment-timezone/builds/moment-timezone-with-data-2010-2020":87}],44:[function(require,module,exports){
 'use strict';
 
 var _createClass = function () { function defineProperties(target, props) { for (var i = 0; i < props.length; i++) { var descriptor = props[i]; descriptor.enumerable = descriptor.enumerable || false; descriptor.configurable = true; if ("value" in descriptor) descriptor.writable = true; Object.defineProperty(target, descriptor.key, descriptor); } } return function (Constructor, protoProps, staticProps) { if (protoProps) defineProperties(Constructor.prototype, protoProps); if (staticProps) defineProperties(Constructor, staticProps); return Constructor; }; }();
@@ -8041,7 +8045,7 @@ module.exports = function () {
 	return DataType;
 }();
 
-},{"./../../lang/AdHoc":27,"./../../lang/Day":29,"./../../lang/Decimal":30,"./../../lang/Enum":32,"./../../lang/Timestamp":34,"./../../lang/assert":37,"./../../lang/is":40,"moment":88}],46:[function(require,module,exports){
+},{"./../../lang/AdHoc":27,"./../../lang/Day":29,"./../../lang/Decimal":30,"./../../lang/Enum":32,"./../../lang/Timestamp":34,"./../../lang/assert":37,"./../../lang/is":40,"moment":91}],46:[function(require,module,exports){
 'use strict';
 
 var _createClass = function () { function defineProperties(target, props) { for (var i = 0; i < props.length; i++) { var descriptor = props[i]; descriptor.enumerable = descriptor.enumerable || false; descriptor.configurable = true; if ("value" in descriptor) descriptor.writable = true; Object.defineProperty(target, descriptor.key, descriptor); } } return function (Constructor, protoProps, staticProps) { if (protoProps) defineProperties(Constructor.prototype, protoProps); if (staticProps) defineProperties(Constructor, staticProps); return Constructor; }; }();
@@ -8974,6 +8978,154 @@ module.exports = function () {
 }();
 
 },{"./../lang/Disposable":31,"./../lang/assert":37,"./../lang/is":40,"./../lang/object":41,"./../lang/promise":42}],51:[function(require,module,exports){
+const array = require('@barchart/common-js/lang/array'),
+	assert = require('@barchart/common-js/lang/assert'),
+	Day = require('@barchart/common-js/lang/Day'),
+	Enum = require('@barchart/common-js/lang/Enum'),
+	is = require('@barchart/common-js/lang/is');
+
+module.exports = (() => {
+	'use strict';
+
+	/**
+	 * An enumeration used to define timeframes for position summaries.
+	 *
+	 * @public
+	 * @extends {Enum}
+	 * @param {String} code
+	 * @param {String} description
+	 * @param {Function} rangeCalculator
+	 */
+	class PositionSummaryFrame extends Enum {
+		constructor(code, description, rangeCalculator) {
+			super(code, description);
+
+			assert.argumentIsRequired(rangeCalculator, 'rangeCalculator', Function);
+
+			this._rangeCalculator = rangeCalculator;
+		}
+
+		getRanges(transactions) {
+			assert.argumentIsArray(transactions, 'transactions');
+
+			return this._rangeCalculator(transactions);
+		}
+
+		/**
+		 * A summary for a calendar year.
+		 *
+		 * @public
+		 * @returns {PositionSummaryFrame}
+		 */
+		static get YEARLY() {
+			return yearly;
+		}
+
+		/**
+		 * A summary for a quarter.
+		 *
+		 * @public
+		 * @returns {PositionSummaryFrame}
+		 */
+		static get QUARTERLY() {
+			return quarterly;
+		}
+
+		/**
+		 * A summary for a calendar month.
+		 *
+		 * @public
+		 * @returns {PositionSummaryFrame}
+		 */
+		static get MONTHLY() {
+			return monthly;
+		}
+
+		/**
+		 * A summary the current year (to date).
+		 *
+		 * @public
+		 * @returns {PositionSummaryFrame}
+		 */
+		static get YTD() {
+			return ytd;
+		}
+
+		toString() {
+			return '[PositionSummaryFrame]';
+		}
+	}
+
+	const yearly = new PositionSummaryFrame('YEARLY', 'year', getYearlyRanges);
+	const quarterly = new PositionSummaryFrame('QUARTER', 'quarter', getQuarterlyRanges);
+	const monthly = new PositionSummaryFrame('MONTH', 'month', getMonthlyRanges);
+	const ytd = new PositionSummaryFrame('YTD', 'year-to-date', getYearToDateRanges);
+
+	function getRange(start, end) {
+		return {
+			start: start,
+			end: end
+		};
+	}
+
+	function getYearlyRanges(transactions) {
+		const ranges = [ ];
+
+		if (transactions.length !== 0) {
+			const first = array.first(transactions);
+			const last = array.last(transactions);
+
+			const firstDate = first.date;
+			const lastDate = last.date;
+
+			let lastYear;
+
+			if (last.snapshot.open.getIsZero()) {
+				lastYear = last.date.year + 1;
+			} else {
+				lastYear = Day.getToday().year;
+			}
+
+			for (let end = new Day(firstDate.year, 12, 31); end.year < lastYear; end = end.addYears(1)) {
+				ranges.push(getRange(end.subtractYears(1), end));
+			}
+		}
+
+		return ranges;
+	}
+
+	function getQuarterlyRanges(transactions) {
+		return [ ];
+	}
+
+	function getMonthlyRanges(transactions) {
+		return [ ];
+	}
+
+	function getYearToDateRanges(transactions) {
+		const ranges = [ ];
+
+		if (transactions.length !== 0) {
+			const first = array.first(transactions);
+			const last = array.last(transactions);
+
+			const currentYear = Day.getToday().year;
+
+			if (!last.snapshot.open.getIsZero() || last.date.year === currentYear) {
+				let end = new Day(Day.getToday().year, 12, 31);
+				let start = end.subtractYears(1);
+
+				ranges.push(getRange(start, end));
+			}
+		}
+
+		return ranges;
+	}
+
+	return PositionSummaryFrame;
+})();
+
+},{"@barchart/common-js/lang/Day":29,"@barchart/common-js/lang/Enum":32,"@barchart/common-js/lang/array":36,"@barchart/common-js/lang/assert":37,"@barchart/common-js/lang/is":40}],52:[function(require,module,exports){
 const assert = require('@barchart/common-js/lang/assert'),
 	Enum = require('@barchart/common-js/lang/Enum');
 
@@ -9300,7 +9452,7 @@ module.exports = (() => {
 	return TransactionType;
 })();
 
-},{"@barchart/common-js/lang/Enum":32,"@barchart/common-js/lang/assert":37}],52:[function(require,module,exports){
+},{"@barchart/common-js/lang/Enum":32,"@barchart/common-js/lang/assert":37}],53:[function(require,module,exports){
 const assert = require('@barchart/common-js/lang/assert'),
 	Enum = require('@barchart/common-js/lang/Enum');
 
@@ -9362,7 +9514,7 @@ module.exports = (() => {
 	return ValuationType;
 })();
 
-},{"@barchart/common-js/lang/Enum":32,"@barchart/common-js/lang/assert":37}],53:[function(require,module,exports){
+},{"@barchart/common-js/lang/Enum":32,"@barchart/common-js/lang/assert":37}],54:[function(require,module,exports){
 const assert = require('@barchart/common-js/lang/assert'),
 	Currency = require('@barchart/common-js/lang/Currency'),
 	DataType = require('@barchart/common-js/serialization/json/DataType'),
@@ -9513,7 +9665,136 @@ module.exports = (() => {
 	return PortfolioSchema;
 })();
 
-},{"./../data/ValuationType":52,"@barchart/common-js/lang/Currency":28,"@barchart/common-js/lang/Enum":32,"@barchart/common-js/lang/Timezones":35,"@barchart/common-js/lang/assert":37,"@barchart/common-js/lang/is":40,"@barchart/common-js/serialization/json/DataType":45,"@barchart/common-js/serialization/json/Schema":47,"@barchart/common-js/serialization/json/builders/SchemaBuilder":49}],54:[function(require,module,exports){
+},{"./../data/ValuationType":53,"@barchart/common-js/lang/Currency":28,"@barchart/common-js/lang/Enum":32,"@barchart/common-js/lang/Timezones":35,"@barchart/common-js/lang/assert":37,"@barchart/common-js/lang/is":40,"@barchart/common-js/serialization/json/DataType":45,"@barchart/common-js/serialization/json/Schema":47,"@barchart/common-js/serialization/json/builders/SchemaBuilder":49}],55:[function(require,module,exports){
+const assert = require('@barchart/common-js/lang/assert'),
+	Currency = require('@barchart/common-js/lang/Currency'),
+	DataType = require('@barchart/common-js/serialization/json/DataType'),
+	Enum = require('@barchart/common-js/lang/Enum'),
+	is = require('@barchart/common-js/lang/is'),
+	Schema = require('@barchart/common-js/serialization/json/Schema'),
+	SchemaBuilder = require('@barchart/common-js/serialization/json/builders/SchemaBuilder');
+
+const PositionSummaryFrame = require('./../data/PositionSummaryFrame');
+
+module.exports = (() => {
+	'use strict';
+
+	/**
+	 * The schemas which can be used to represent position summary objects.
+	 *
+	 * @public
+	 * @extends {Enum}
+	 */
+	class PositionSummarySchema extends Enum {
+		constructor(schema) {
+			super(schema.name, schema.name);
+
+			this._schema = schema;
+		}
+
+		/**
+		 * The actual {@link Schema}.
+		 *
+		 * @public
+		 * @returns {Schema}
+		 */
+		get schema() {
+			return this._schema;
+		}
+
+		/**
+		 * The complete position summary schema.
+		 *
+		 * @static
+		 * @public
+		 * @returns {PositionSummarySchema}
+		 */
+		static get COMPLETE() {
+			return complete;
+		}
+
+		/**
+		 * Position summary data transmitted to the client, omitting some system data.
+		 *
+		 * @static
+		 * @public
+		 * @returns {PositionSummarySchema}
+		 */
+		static get CLIENT() {
+			return client;
+		}
+
+		toString() {
+			return '[PositionSummarySchema]';
+		}
+	}
+
+	const complete = new PositionSummarySchema(SchemaBuilder.withName('complete')
+		.withField('user', DataType.STRING)
+		.withField('portfolio', DataType.STRING)
+		.withField('position', DataType.STRING)
+		.withField('instrument.id', DataType.STRING)
+		.withField('instrument.name', DataType.STRING)
+		.withField('instrument.type', DataType.STRING)
+		.withField('instrument.currency', DataType.forEnum(Currency, 'Currency'))
+		.withField('instrument.delist', DataType.DAY, true)
+		.withField('instrument.symbol.barchart', DataType.STRING, true)
+		.withField('instrument.symbol.display', DataType.STRING, true)
+		.withField('frame', DataType.forEnum(PositionSummaryFrame, 'PositionSummaryFrame'))
+		.withField('start.date', DataType.DAY)
+		.withField('start.sequence', DataType.NUMBER)
+		.withField('start.open', DataType.DECIMAL)
+		.withField('start.basis', DataType.DECIMAL)
+		.withField('start.value', DataType.DECIMAL)
+		.withField('end.date', DataType.DAY)
+		.withField('end.sequence', DataType.NUMBER)
+		.withField('end.open', DataType.DECIMAL)
+		.withField('end.basis', DataType.DECIMAL)
+		.withField('end.value', DataType.DECIMAL)
+		.withField('period.buys', DataType.DECIMAL)
+		.withField('period.sells', DataType.DECIMAL)
+		.withField('period.income', DataType.DECIMAL)
+		.withField('period.realized', DataType.DECIMAL)
+		.withField('period.unrealized', DataType.DECIMAL)
+		.withField('system.sequence', DataType.NUMBER)
+		.withField('system.version', DataType.STRING)
+		.schema
+	);
+
+	const client = new PositionSummarySchema(SchemaBuilder.withName('client')
+		.withField('user', DataType.STRING)
+		.withField('portfolio', DataType.STRING)
+		.withField('position', DataType.STRING)
+		.withField('instrument.id', DataType.STRING)
+		.withField('instrument.name', DataType.STRING)
+		.withField('instrument.type', DataType.STRING)
+		.withField('instrument.currency', DataType.forEnum(Currency, 'Currency'))
+		.withField('instrument.delist', DataType.DAY, true)
+		.withField('instrument.symbol.barchart', DataType.STRING, true)
+		.withField('instrument.symbol.display', DataType.STRING, true)
+		.withField('frame', DataType.forEnum(PositionSummaryFrame, 'PositionSummaryFrame'))
+		.withField('start.date', DataType.DAY)
+		.withField('start.sequence', DataType.NUMBER)
+		.withField('start.open', DataType.DECIMAL)
+		.withField('start.basis', DataType.DECIMAL)
+		.withField('start.value', DataType.DECIMAL)
+		.withField('end.date', DataType.DAY)
+		.withField('end.sequence', DataType.NUMBER)
+		.withField('end.open', DataType.DECIMAL)
+		.withField('end.basis', DataType.DECIMAL)
+		.withField('end.value', DataType.DECIMAL)
+		.withField('period.buys', DataType.DECIMAL)
+		.withField('period.sells', DataType.DECIMAL)
+		.withField('period.income', DataType.DECIMAL)
+		.withField('period.realized', DataType.DECIMAL)
+		.withField('period.unrealized', DataType.DECIMAL)
+		.schema
+	);
+
+	return PositionSummarySchema;
+})();
+
+},{"./../data/PositionSummaryFrame":51,"@barchart/common-js/lang/Currency":28,"@barchart/common-js/lang/Enum":32,"@barchart/common-js/lang/assert":37,"@barchart/common-js/lang/is":40,"@barchart/common-js/serialization/json/DataType":45,"@barchart/common-js/serialization/json/Schema":47,"@barchart/common-js/serialization/json/builders/SchemaBuilder":49}],56:[function(require,module,exports){
 const assert = require('@barchart/common-js/lang/assert'),
 	is = require('@barchart/common-js/lang/is'),
 	Currency = require('@barchart/common-js/lang/Currency'),
@@ -9571,7 +9852,7 @@ module.exports = (() => {
 			let schema;
 
 			if (is.string(code)) {
-				schema = Enum.fromCode(code);
+				schema = Enum.fromCode(TransactionSchema, code);
 			} else {
 				schema = null;
 			}
@@ -9993,7 +10274,7 @@ module.exports = (() => {
 	return TransactionSchema;
 })();
 
-},{"./../data/TransactionType":51,"@barchart/common-js/lang/Currency":28,"@barchart/common-js/lang/Enum":32,"@barchart/common-js/lang/assert":37,"@barchart/common-js/lang/is":40,"@barchart/common-js/serialization/json/DataType":45,"@barchart/common-js/serialization/json/Schema":47,"@barchart/common-js/serialization/json/builders/SchemaBuilder":49}],55:[function(require,module,exports){
+},{"./../data/TransactionType":52,"@barchart/common-js/lang/Currency":28,"@barchart/common-js/lang/Enum":32,"@barchart/common-js/lang/assert":37,"@barchart/common-js/lang/is":40,"@barchart/common-js/serialization/json/DataType":45,"@barchart/common-js/serialization/json/Schema":47,"@barchart/common-js/serialization/json/builders/SchemaBuilder":49}],57:[function(require,module,exports){
 'use strict';
 
 var _createClass = function () { function defineProperties(target, props) { for (var i = 0; i < props.length; i++) { var descriptor = props[i]; descriptor.enumerable = descriptor.enumerable || false; descriptor.configurable = true; if ("value" in descriptor) descriptor.writable = true; Object.defineProperty(target, descriptor.key, descriptor); } } return function (Constructor, protoProps, staticProps) { if (protoProps) defineProperties(Constructor.prototype, protoProps); if (staticProps) defineProperties(Constructor, staticProps); return Constructor; }; }();
@@ -10020,6 +10301,8 @@ var EndpointBuilder = require('@barchart/common-js/api/http/builders/EndpointBui
     ResponseInterceptor = require('@barchart/common-js/api/http/interceptors/ResponseInterceptor'),
     VerbType = require('@barchart/common-js/api/http/definitions/VerbType');
 
+var version = require('./index').version;
+
 module.exports = function () {
 	'use strict';
 
@@ -10154,7 +10437,7 @@ module.exports = function () {
 
 							cacheDisposable = null;
 							cachePromise = null;
-							acheTime = null;
+							cacheTime = null;
 						}
 
 						return Promise.reject(e);
@@ -10177,8 +10460,10 @@ module.exports = function () {
 					}
 
 					return tokenPromise.then(function (token) {
+						var metadata = (cacheTime ? cacheTime.toString() : 'none') + '-' + getTime().toString() + '-' + version;
+
 						options.headers = options.headers || {};
-						options.headers.Authorization = 'Bearer ' + token;
+						options.headers.Authorization = 'Bearer ' + token + ' Metadata ' + metadata;
 
 						return options;
 					}).catch(function (e) {
@@ -10342,9 +10627,23 @@ module.exports = function () {
 	return JwtGateway;
 }();
 
-},{"@barchart/common-js/api/failures/FailureReason":6,"@barchart/common-js/api/failures/FailureType":8,"@barchart/common-js/api/http/Gateway":9,"@barchart/common-js/api/http/builders/EndpointBuilder":10,"@barchart/common-js/api/http/definitions/Endpoint":12,"@barchart/common-js/api/http/definitions/ProtocolType":15,"@barchart/common-js/api/http/definitions/VerbType":16,"@barchart/common-js/api/http/interceptors/RequestInterceptor":21,"@barchart/common-js/api/http/interceptors/ResponseInterceptor":22,"@barchart/common-js/lang/Disposable":31,"@barchart/common-js/lang/Enum":32,"@barchart/common-js/lang/assert":37,"@barchart/common-js/lang/is":40,"@barchart/common-js/timing/Scheduler":50}],56:[function(require,module,exports){
+},{"./index":58,"@barchart/common-js/api/failures/FailureReason":6,"@barchart/common-js/api/failures/FailureType":8,"@barchart/common-js/api/http/Gateway":9,"@barchart/common-js/api/http/builders/EndpointBuilder":10,"@barchart/common-js/api/http/definitions/Endpoint":12,"@barchart/common-js/api/http/definitions/ProtocolType":15,"@barchart/common-js/api/http/definitions/VerbType":16,"@barchart/common-js/api/http/interceptors/RequestInterceptor":21,"@barchart/common-js/api/http/interceptors/ResponseInterceptor":22,"@barchart/common-js/lang/Disposable":31,"@barchart/common-js/lang/Enum":32,"@barchart/common-js/lang/assert":37,"@barchart/common-js/lang/is":40,"@barchart/common-js/timing/Scheduler":50}],58:[function(require,module,exports){
+'use strict';
+
+var JwtGateway = require('./JwtGateway');
+
+module.exports = function () {
+	'use strict';
+
+	return {
+		JwtGateway: JwtGateway,
+		version: '1.0.38'
+	};
+}();
+
+},{"./JwtGateway":57}],59:[function(require,module,exports){
 module.exports = require('./lib/axios');
-},{"./lib/axios":58}],57:[function(require,module,exports){
+},{"./lib/axios":61}],60:[function(require,module,exports){
 (function (process){
 'use strict';
 
@@ -10528,7 +10827,7 @@ module.exports = function xhrAdapter(config) {
 };
 
 }).call(this,require('_process'))
-},{"../core/createError":64,"./../core/settle":67,"./../helpers/btoa":71,"./../helpers/buildURL":72,"./../helpers/cookies":74,"./../helpers/isURLSameOrigin":76,"./../helpers/parseHeaders":78,"./../utils":80,"_process":82}],58:[function(require,module,exports){
+},{"../core/createError":67,"./../core/settle":70,"./../helpers/btoa":74,"./../helpers/buildURL":75,"./../helpers/cookies":77,"./../helpers/isURLSameOrigin":79,"./../helpers/parseHeaders":81,"./../utils":83,"_process":85}],61:[function(require,module,exports){
 'use strict';
 
 var utils = require('./utils');
@@ -10582,7 +10881,7 @@ module.exports = axios;
 // Allow use of default import syntax in TypeScript
 module.exports.default = axios;
 
-},{"./cancel/Cancel":59,"./cancel/CancelToken":60,"./cancel/isCancel":61,"./core/Axios":62,"./defaults":69,"./helpers/bind":70,"./helpers/spread":79,"./utils":80}],59:[function(require,module,exports){
+},{"./cancel/Cancel":62,"./cancel/CancelToken":63,"./cancel/isCancel":64,"./core/Axios":65,"./defaults":72,"./helpers/bind":73,"./helpers/spread":82,"./utils":83}],62:[function(require,module,exports){
 'use strict';
 
 /**
@@ -10603,7 +10902,7 @@ Cancel.prototype.__CANCEL__ = true;
 
 module.exports = Cancel;
 
-},{}],60:[function(require,module,exports){
+},{}],63:[function(require,module,exports){
 'use strict';
 
 var Cancel = require('./Cancel');
@@ -10662,14 +10961,14 @@ CancelToken.source = function source() {
 
 module.exports = CancelToken;
 
-},{"./Cancel":59}],61:[function(require,module,exports){
+},{"./Cancel":62}],64:[function(require,module,exports){
 'use strict';
 
 module.exports = function isCancel(value) {
   return !!(value && value.__CANCEL__);
 };
 
-},{}],62:[function(require,module,exports){
+},{}],65:[function(require,module,exports){
 'use strict';
 
 var defaults = require('./../defaults');
@@ -10750,7 +11049,7 @@ utils.forEach(['post', 'put', 'patch'], function forEachMethodWithData(method) {
 
 module.exports = Axios;
 
-},{"./../defaults":69,"./../utils":80,"./InterceptorManager":63,"./dispatchRequest":65}],63:[function(require,module,exports){
+},{"./../defaults":72,"./../utils":83,"./InterceptorManager":66,"./dispatchRequest":68}],66:[function(require,module,exports){
 'use strict';
 
 var utils = require('./../utils');
@@ -10804,7 +11103,7 @@ InterceptorManager.prototype.forEach = function forEach(fn) {
 
 module.exports = InterceptorManager;
 
-},{"./../utils":80}],64:[function(require,module,exports){
+},{"./../utils":83}],67:[function(require,module,exports){
 'use strict';
 
 var enhanceError = require('./enhanceError');
@@ -10824,7 +11123,7 @@ module.exports = function createError(message, config, code, request, response)
   return enhanceError(error, config, code, request, response);
 };
 
-},{"./enhanceError":66}],65:[function(require,module,exports){
+},{"./enhanceError":69}],68:[function(require,module,exports){
 'use strict';
 
 var utils = require('./../utils');
@@ -10912,7 +11211,7 @@ module.exports = function dispatchRequest(config) {
   });
 };
 
-},{"../cancel/isCancel":61,"../defaults":69,"./../helpers/combineURLs":73,"./../helpers/isAbsoluteURL":75,"./../utils":80,"./transformData":68}],66:[function(require,module,exports){
+},{"../cancel/isCancel":64,"../defaults":72,"./../helpers/combineURLs":76,"./../helpers/isAbsoluteURL":78,"./../utils":83,"./transformData":71}],69:[function(require,module,exports){
 'use strict';
 
 /**
@@ -10935,7 +11234,7 @@ module.exports = function enhanceError(error, config, code, request, response) {
   return error;
 };
 
-},{}],67:[function(require,module,exports){
+},{}],70:[function(require,module,exports){
 'use strict';
 
 var createError = require('./createError');
@@ -10963,7 +11262,7 @@ module.exports = function settle(resolve, reject, response) {
   }
 };
 
-},{"./createError":64}],68:[function(require,module,exports){
+},{"./createError":67}],71:[function(require,module,exports){
 'use strict';
 
 var utils = require('./../utils');
@@ -10985,7 +11284,7 @@ module.exports = function transformData(data, headers, fns) {
   return data;
 };
 
-},{"./../utils":80}],69:[function(require,module,exports){
+},{"./../utils":83}],72:[function(require,module,exports){
 (function (process){
 'use strict';
 
@@ -11081,7 +11380,7 @@ utils.forEach(['post', 'put', 'patch'], function forEachMethodWithData(method) {
 module.exports = defaults;
 
 }).call(this,require('_process'))
-},{"./adapters/http":57,"./adapters/xhr":57,"./helpers/normalizeHeaderName":77,"./utils":80,"_process":82}],70:[function(require,module,exports){
+},{"./adapters/http":60,"./adapters/xhr":60,"./helpers/normalizeHeaderName":80,"./utils":83,"_process":85}],73:[function(require,module,exports){
 'use strict';
 
 module.exports = function bind(fn, thisArg) {
@@ -11094,7 +11393,7 @@ module.exports = function bind(fn, thisArg) {
   };
 };
 
-},{}],71:[function(require,module,exports){
+},{}],74:[function(require,module,exports){
 'use strict';
 
 // btoa polyfill for IE<10 courtesy https://github.com/davidchambers/Base64.js
@@ -11132,7 +11431,7 @@ function btoa(input) {
 
 module.exports = btoa;
 
-},{}],72:[function(require,module,exports){
+},{}],75:[function(require,module,exports){
 'use strict';
 
 var utils = require('./../utils');
@@ -11202,7 +11501,7 @@ module.exports = function buildURL(url, params, paramsSerializer) {
   return url;
 };
 
-},{"./../utils":80}],73:[function(require,module,exports){
+},{"./../utils":83}],76:[function(require,module,exports){
 'use strict';
 
 /**
@@ -11218,7 +11517,7 @@ module.exports = function combineURLs(baseURL, relativeURL) {
     : baseURL;
 };
 
-},{}],74:[function(require,module,exports){
+},{}],77:[function(require,module,exports){
 'use strict';
 
 var utils = require('./../utils');
@@ -11273,7 +11572,7 @@ module.exports = (
   })()
 );
 
-},{"./../utils":80}],75:[function(require,module,exports){
+},{"./../utils":83}],78:[function(require,module,exports){
 'use strict';
 
 /**
@@ -11289,7 +11588,7 @@ module.exports = function isAbsoluteURL(url) {
   return /^([a-z][a-z\d\+\-\.]*:)?\/\//i.test(url);
 };
 
-},{}],76:[function(require,module,exports){
+},{}],79:[function(require,module,exports){
 'use strict';
 
 var utils = require('./../utils');
@@ -11359,7 +11658,7 @@ module.exports = (
   })()
 );
 
-},{"./../utils":80}],77:[function(require,module,exports){
+},{"./../utils":83}],80:[function(require,module,exports){
 'use strict';
 
 var utils = require('../utils');
@@ -11373,7 +11672,7 @@ module.exports = function normalizeHeaderName(headers, normalizedName) {
   });
 };
 
-},{"../utils":80}],78:[function(require,module,exports){
+},{"../utils":83}],81:[function(require,module,exports){
 'use strict';
 
 var utils = require('./../utils');
@@ -11428,7 +11727,7 @@ module.exports = function parseHeaders(headers) {
   return parsed;
 };
 
-},{"./../utils":80}],79:[function(require,module,exports){
+},{"./../utils":83}],82:[function(require,module,exports){
 'use strict';
 
 /**
@@ -11457,7 +11756,7 @@ module.exports = function spread(callback) {
   };
 };
 
-},{}],80:[function(require,module,exports){
+},{}],83:[function(require,module,exports){
 'use strict';
 
 var bind = require('./helpers/bind');
@@ -11762,7 +12061,7 @@ module.exports = {
   trim: trim
 };
 
-},{"./helpers/bind":70,"is-buffer":83}],81:[function(require,module,exports){
+},{"./helpers/bind":73,"is-buffer":86}],84:[function(require,module,exports){
 /*
  *  big.js v5.0.3
  *  A small, fast, easy-to-use library for arbitrary-precision decimal arithmetic.
@@ -12703,7 +13002,7 @@ module.exports = {
   }
 })(this);
 
-},{}],82:[function(require,module,exports){
+},{}],85:[function(require,module,exports){
 // shim for using process in browser
 var process = module.exports = {};
 
@@ -12889,7 +13188,7 @@ process.chdir = function (dir) {
 };
 process.umask = function() { return 0; };
 
-},{}],83:[function(require,module,exports){
+},{}],86:[function(require,module,exports){
 /*!
  * Determine if an object is a Buffer
  *
@@ -12912,7 +13211,7 @@ function isSlowBuffer (obj) {
   return typeof obj.readFloatLE === 'function' && typeof obj.slice === 'function' && isBuffer(obj.slice(0, 0))
 }
 
-},{}],84:[function(require,module,exports){
+},{}],87:[function(require,module,exports){
 //! moment-timezone.js
 //! version : 0.5.11
 //! Copyright (c) JS Foundation and other contributors
@@ -14114,7 +14413,7 @@ function isSlowBuffer (obj) {
 	return moment;
 }));
 
-},{"moment":88}],85:[function(require,module,exports){
+},{"moment":91}],88:[function(require,module,exports){
 module.exports={
 	"version": "2016j",
 	"zones": [
@@ -14714,11 +15013,11 @@ module.exports={
 		"Pacific/Pohnpei|Pacific/Ponape"
 	]
 }
-},{}],86:[function(require,module,exports){
+},{}],89:[function(require,module,exports){
 var moment = module.exports = require("./moment-timezone");
 moment.tz.load(require('./data/packed/latest.json'));
 
-},{"./data/packed/latest.json":85,"./moment-timezone":87}],87:[function(require,module,exports){
+},{"./data/packed/latest.json":88,"./moment-timezone":90}],90:[function(require,module,exports){
 //! moment-timezone.js
 //! version : 0.5.11
 //! Copyright (c) JS Foundation and other contributors
@@ -15321,7 +15620,7 @@ moment.tz.load(require('./data/packed/latest.json'));
 	return moment;
 }));
 
-},{"moment":88}],88:[function(require,module,exports){
+},{"moment":91}],91:[function(require,module,exports){
 //! moment.js
 
 ;(function (global, factory) {

package/lib/gateway/PortfolioGateway.js

@@ -6,6 +6,7 @@ const assert = require('@barchart/common-js/lang/assert'),
 const TransactionType = require('@barchart/portfolio-api-common/lib/data/TransactionType');
 
 const PortfolioSchema = require('@barchart/portfolio-api-common/lib/serialization/PortfolioSchema'),
+	PositionSummarySchema = require('@barchart/portfolio-api-common/lib/serialization/PositionSummarySchema'),
 	TransactionSchema = require('@barchart/portfolio-api-common/lib/serialization/TransactionSchema');
 
 const EndpointBuilder = require('@barchart/common-js/api/http/builders/EndpointBuilder'),
@@ -140,8 +141,9 @@ module.exports = (() => {
 						.withVariableParameter('start', 'start', 'start', true)
 						.withVariableParameter('end', 'end', 'end', true);
 				})
+				.withRequestInterceptor(RequestInterceptor.PLAIN_TEXT_RESPONSE)
 				.withRequestInterceptor(requestInterceptorToUse)
-				// .withResponseInterceptor(responseInterceptorForPositionDeserialization)
+				.withResponseInterceptor(responseInterceptorForPositionSummaryDeserialization)
 				.withErrorInterceptor(ErrorInterceptor.GENERAL)
 				.endpoint;
 
@@ -194,9 +196,9 @@ module.exports = (() => {
 						.withLiteralParameter('transactions', 'transactions');
 				})
 				.withBody('portfolio data')
-				.withRequestInterceptor(RequestInterceptor.fromDelegate(createTransactionRequestInterceptor))
+				.withRequestInterceptor(RequestInterceptor.PLAIN_TEXT_RESPONSE)
 				.withRequestInterceptor(requestInterceptorToUse)
-				.withResponseInterceptor(responseInterceptorForPortfolioDeserialization)
+				.withResponseInterceptor(responseInterceptorForTransactionDeserialization)
 				.withErrorInterceptor(ErrorInterceptor.GENERAL)
 				.endpoint;
 
@@ -211,7 +213,7 @@ module.exports = (() => {
 						.withLiteralParameter('positions', 'positions')
 						.withVariableParameter('position', 'position', 'position', false)
 						.withLiteralParameter('transactions', 'transactions')
-						.withVariableParameter('transaction', 'transaction', 'transaction', false)
+						.withVariableParameter('transaction', 'transaction', 'transaction', false);
 				})
 				.withRequestInterceptor(requestInterceptorToUse)
 				.withErrorInterceptor(ErrorInterceptor.GENERAL)
@@ -363,17 +365,24 @@ module.exports = (() => {
 		 * @param {String=} position
 		 * @returns {Promise.<Position[]>}
 		 */
-		readPositionSummaries(portfolio, position) {
+		readPositionSummaries(data) {
 			return Promise.resolve()
 				.then(() => {
 					checkStart.call(this);
 
-					// console
+					assert.argumentIsRequired(data, 'data', Object);
+					assert.argumentIsOptional(data.portfolio, 'portfolio', String);
+					assert.argumentIsOptional(data.position, 'position', String);
 
-					assert.argumentIsOptional(portfolio, 'portfolio', String);
-					assert.argumentIsOptional(position, 'position', String);
+					const query = {
+						portfolio: data.portfolio || '*',
+						position: data.position || '*',
+						frame: data.frame,
+						start: data.start,
+						end: data.end
+					};
 
-					return Gateway.invoke(this._readPositionSummariesEndpoint, { portfolio: portfolio || '*', position: position || '*' });
+					return Gateway.invoke(this._readPositionSummariesEndpoint, query);
 				});
 		}
 
@@ -423,7 +432,9 @@ module.exports = (() => {
 						transaction.position = 'new';
 					}
 
-					return Gateway.invoke(this._createTransactionEndpoint, TransactionSchema.forCreate(transaction.type));
+					const schema = TransactionSchema.forCreate(transaction.type);
+
+					return Gateway.invoke(this._createTransactionEndpoint, schema.schema.format(transaction));
 				});
 		}
 
@@ -565,30 +576,9 @@ module.exports = (() => {
 			});
 	};
 
-	const createTransactionRequestInterceptor = (request) => {
-		const transactionData = request.data.transaction;
-
-		return Promise.resolve()
-			.then(() => {
-				const schema = TransactionSchema.fromCode(TransactionSchema, transactionData.type.code);
-
-				return FailureReason.validateSchema(schema, transactionData)
-			})
-			.then(() => {
-				request.data = transactionData;
-
-				return Promise.resolve(request);
-			})
-			.catch(e => {
-				console.error('Error serializing data to create a transaction', e);
-
-				return Promise.reject();
-			});
-	};
-
 	const responseInterceptorForPortfolioDeserialization = ResponseInterceptor.fromDelegate((response, ignored) => {
 		try {
-			return JSON.parse(response.data, PortfolioSchema.COMPLETE.schema.getReviver());
+			return JSON.parse(response.data, PortfolioSchema.CLIENT.schema.getReviver());
 		} catch (e) {
 			console.log(e);
 		}
@@ -598,8 +588,22 @@ module.exports = (() => {
 		return response.data;
 	});
 
+	const responseInterceptorForPositionSummaryDeserialization = ResponseInterceptor.fromDelegate((response, ignored) => {
+		try {
+			return JSON.parse(response.data, PositionSummarySchema.CLIENT.schema.getReviver());
+		} catch (e) {
+			console.log(e);
+		}
+	});
+
 	const responseInterceptorForTransactionDeserialization = ResponseInterceptor.fromDelegate((response, ignored) => {
-		return JSON.parse(response.data, TransactionSchema.COMPLETE.schema.getReviver());
+		try {
+			return TransactionSchema.CLIENT.schema.revive(response.data);
+
+			return JSON.parse(response.data, TransactionSchema.CLIENT.schema.getReviver());
+		} catch (e) {
+			console.error('Error serializing transaction data', e);
+		}
 	});
 
 	function start(gateway) {

package/lib/index.js

@@ -7,6 +7,6 @@ module.exports = (() => {
 	return {
 		JwtGateway: JwtGateway,
 		PortfolioGateway: PortfolioGateway,
-		version: '1.1.12'
+		version: '1.1.15'
 	};
 })();

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@barchart/portfolio-client-js",
-  "version": "1.1.12",
+  "version": "1.1.15",
   "description": "JavaScript library for interfacing with Barchart's Portfolio API",
   "author": {
     "name": "Bryan Ingle",