@barchart/portfolio-client-js 1.1.15 → 1.1.17

package/example/example.html

@@ -274,6 +274,8 @@
 					.then((data) => {
 						writeConsoleText(action, true);
 						writeConsoleObject(data);
+
+						that.position(data.position);
 					}).catch((e) => {
                         writeConsoleText(action, true);
                         writeConsoleObject(e);
@@ -313,6 +315,507 @@
                         writeConsoleText(action, true);
                         writeConsoleObject(e);
 
+                        that.setConsoleMode();
+                    });
+			};
+			var createBuyShortTransaction = function() {
+				var action = 'portfolioGateway.createTransaction()';
+
+				if (!that.portfolio()) {
+					toastr.info('A "portfolio" is required.');
+				    return;
+                }
+
+                var transaction = {
+                	portfolio: that.portfolio(),
+                	position: that.position() || null,
+                	type: Barchart.TransactionType.BUY_SHORT,
+                	instrument: {
+                		name: 'International Business Machines',
+                		currency: Barchart.Currency.USD,
+                		symbol: {
+                			barchart: 'IBM',
+                			display: 'IBM'
+                		}
+                	},
+                	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);
+					}).catch((e) => {
+                        writeConsoleText(action, true);
+                        writeConsoleObject(e);
+
+                        that.setConsoleMode();
+                    });
+			};
+			var createSellShortTransaction = 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_SHORT,
+                	instrument: {
+                		name: 'International Business Machines',
+                		currency: Barchart.Currency.USD,
+                		symbol: {
+                			barchart: 'IBM',
+                			display: 'IBM'
+                		}
+                	},
+                	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);
+					}).catch((e) => {
+                        writeConsoleText(action, true);
+                        writeConsoleObject(e);
+
+                        that.setConsoleMode();
+                    });
+			};
+			var createDividendTransaction = 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.DIVIDEND,
+                	currency: Barchart.Currency.CAD,
+                	date: Barchart.Day.getToday(),
+                	price: Barchart.Decimal.parse(5),
+                	quantity: Barchart.Decimal.parse(100),
+                	rate: Barchart.Decimal.parse(.125),
+                	effective: Barchart.Day.getToday(),
+                	fee: Barchart.Decimal.ZERO
+                };
+
+				that.gateway.createTransaction(transaction)
+					.then((data) => {
+						writeConsoleText(action, true);
+						writeConsoleObject(data);
+					}).catch((e) => {
+                        writeConsoleText(action, true);
+                        writeConsoleObject(e);
+
+                        that.setConsoleMode();
+                    });
+			};
+			var createDividendReinvestTransaction = 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.DIVIDEND_REINVEST,
+                	currency: Barchart.Currency.CAD,
+                	date: Barchart.Day.getToday(),
+                	price: Barchart.Decimal.parse(5),
+                	quantity: Barchart.Decimal.parse(100),
+                	rate: Barchart.Decimal.parse(.125),
+                	effective: Barchart.Day.getToday(),
+                	fee: Barchart.Decimal.ZERO
+                };
+
+				that.gateway.createTransaction(transaction)
+					.then((data) => {
+						writeConsoleText(action, true);
+						writeConsoleObject(data);
+					}).catch((e) => {
+                        writeConsoleText(action, true);
+                        writeConsoleObject(e);
+
+                        that.setConsoleMode();
+                    });
+			};
+			var createDividendStockTransaction = 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.DIVIDEND_STOCK,
+                	currency: Barchart.Currency.CAD,
+                	date: Barchart.Day.getToday(),
+                	price: Barchart.Decimal.parse(5),
+                	quantity: Barchart.Decimal.parse(100),
+                	rate: Barchart.Decimal.parse(.125),
+                	effective: Barchart.Day.getToday(),
+                	fee: Barchart.Decimal.ZERO
+                };
+
+				that.gateway.createTransaction(transaction)
+					.then((data) => {
+						writeConsoleText(action, true);
+						writeConsoleObject(data);
+					}).catch((e) => {
+                        writeConsoleText(action, true);
+                        writeConsoleObject(e);
+
+                        that.setConsoleMode();
+                    });
+			};
+			var createDistributionCashTransaction = 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.DISTRIBUTION_CASH,
+                	currency: Barchart.Currency.CAD,
+                	date: Barchart.Day.getToday(),
+                	price: Barchart.Decimal.parse(5),
+                	quantity: Barchart.Decimal.parse(100),
+                	rate: Barchart.Decimal.parse(.125),
+                	effective: Barchart.Day.getToday(),
+                	fee: Barchart.Decimal.ZERO
+                };
+
+				that.gateway.createTransaction(transaction)
+					.then((data) => {
+						writeConsoleText(action, true);
+						writeConsoleObject(data);
+					}).catch((e) => {
+                        writeConsoleText(action, true);
+                        writeConsoleObject(e);
+
+                        that.setConsoleMode();
+                    });
+			};
+			var createDistributionFundTransaction = 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.DISTRIBUTION_FUND,
+                	currency: Barchart.Currency.CAD,
+                	date: Barchart.Day.getToday(),
+                	price: Barchart.Decimal.parse(5),
+                	quantity: Barchart.Decimal.parse(100),
+                	rate: Barchart.Decimal.parse(.125),
+                	effective: Barchart.Day.getToday(),
+                	fee: Barchart.Decimal.ZERO
+                };
+
+				that.gateway.createTransaction(transaction)
+					.then((data) => {
+						writeConsoleText(action, true);
+						writeConsoleObject(data);
+					}).catch((e) => {
+                        writeConsoleText(action, true);
+                        writeConsoleObject(e);
+
+                        that.setConsoleMode();
+                    });
+			};
+			var createSplitTransaction = 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.SPLIT,
+                	currency: Barchart.Currency.CAD,
+                	date: Barchart.Day.getToday(),
+                	numerator: Barchart.Decimal.parse(3),
+                	denominator: Barchart.Decimal.parse(1),
+                	effective: Barchart.Day.getToday(),
+                	fee: Barchart.Decimal.ZERO
+                };
+
+				that.gateway.createTransaction(transaction)
+					.then((data) => {
+						writeConsoleText(action, true);
+						writeConsoleObject(data);
+					}).catch((e) => {
+                        writeConsoleText(action, true);
+                        writeConsoleObject(e);
+
+                        that.setConsoleMode();
+                    });
+			};
+			var createFeeTransaction = 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.FEE,
+                	date: Barchart.Day.getToday(),
+                	effective: Barchart.Day.getToday(),
+                	fee: Barchart.Decimal.ZERO
+                };
+
+				that.gateway.createTransaction(transaction)
+					.then((data) => {
+						writeConsoleText(action, true);
+						writeConsoleObject(data);
+					}).catch((e) => {
+                        writeConsoleText(action, true);
+                        writeConsoleObject(e);
+
+                        that.setConsoleMode();
+                    });
+			};
+			var createFeeUnitsTransaction = 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.FEE_UNITS,
+                	date: Barchart.Day.getToday(),
+                	effective: Barchart.Day.getToday(),
+                	fee: Barchart.Decimal.ZERO,
+                	price: Barchart.Decimal.parse(5)
+                };
+
+				that.gateway.createTransaction(transaction)
+					.then((data) => {
+						writeConsoleText(action, true);
+						writeConsoleObject(data);
+					}).catch((e) => {
+                        writeConsoleText(action, true);
+                        writeConsoleObject(e);
+
+                        that.setConsoleMode();
+                    });
+			};
+			var createDepositTransaction = 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.DEPOSIT,
+                	date: Barchart.Day.getToday(),
+                	amount: Barchart.Decimal.parse(5),
+                	fee: Barchart.Decimal.ZERO
+                };
+
+				that.gateway.createTransaction(transaction)
+					.then((data) => {
+						writeConsoleText(action, true);
+						writeConsoleObject(data);
+					}).catch((e) => {
+                        writeConsoleText(action, true);
+                        writeConsoleObject(e);
+
+                        that.setConsoleMode();
+                    });
+			};
+			var createWithdrawalTransaction = 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.WITHDRAWAL,
+                	date: Barchart.Day.getToday(),
+                	amount: Barchart.Decimal.parse(5),
+                	fee: Barchart.Decimal.ZERO
+                };
+
+				that.gateway.createTransaction(transaction)
+					.then((data) => {
+						writeConsoleText(action, true);
+						writeConsoleObject(data);
+					}).catch((e) => {
+                        writeConsoleText(action, true);
+                        writeConsoleObject(e);
+
+                        that.setConsoleMode();
+                    });
+			};
+			var createValuationTransaction = 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.VALUATION,
+                	date: Barchart.Day.getToday(),
+                	value: Barchart.Decimal.parse(5),
+                	fee: Barchart.Decimal.ZERO
+                };
+
+				that.gateway.createTransaction(transaction)
+					.then((data) => {
+						writeConsoleText(action, true);
+						writeConsoleObject(data);
+					}).catch((e) => {
+                        writeConsoleText(action, true);
+                        writeConsoleObject(e);
+
+                        that.setConsoleMode();
+                    });
+			};
+			var createIncomeTransaction = 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.INCOME,
+                	date: Barchart.Day.getToday(),
+                	income: Barchart.Decimal.parse(5),
+                	fee: Barchart.Decimal.ZERO
+                };
+
+				that.gateway.createTransaction(transaction)
+					.then((data) => {
+						writeConsoleText(action, true);
+						writeConsoleObject(data);
+					}).catch((e) => {
+                        writeConsoleText(action, true);
+                        writeConsoleObject(e);
+
                         that.setConsoleMode();
                     });
 			};
@@ -351,13 +854,31 @@
                 { text: 'Create Portfolio', action: createPortfolio },
                 { text: 'Update Portfolio', action: updatePortfolio },
                 { text: 'Delete Portfolio', action: deletePortfolio },
+
                 { text: 'Get Positions', action: getPositions },
                 { text: 'Get Positions Summaries', action: readPositionSummaries },
                 { text: 'Delete Position', action: deletePosition },
+
                 { text: 'Get Transactions', action: getTransactions },
                 { text: 'Get Transactions (Formatted)', action: getTransactionsFormatted },
+
                 { text: 'Create Buy Transaction', action: createBuyTransaction },
                 { text: 'Create Sell Transaction', action: createSellTransaction },
+                { text: 'Create BuyShort Transaction', action: createBuyShortTransaction },
+                { text: 'Create SellShort Transaction', action: createSellShortTransaction },
+                { text: 'Create Dividend Transaction', action: createDividendTransaction },
+                { text: 'Create Dividend Reinvest Transaction', action: createDividendReinvestTransaction },
+                { text: 'Create Dividend Stock Transaction', action: createDividendStockTransaction },
+                { text: 'Create Distribution Cash Transaction', action: createDistributionCashTransaction },
+                { text: 'Create Distribution Fund Transaction', action: createDistributionFundTransaction },
+                { text: 'Create Split Transaction', action: createSplitTransaction },
+                { text: 'Create Fee Transaction', action: createFeeTransaction },
+                { text: 'Create Fee Units Transaction', action: createFeeUnitsTransaction },
+                { text: 'Create Deposit Transaction', action: createDepositTransaction },
+                { text: 'Create Withdrawal Transaction', action: createWithdrawalTransaction },
+                { text: 'Create Valuation Transaction', action: createValuationTransaction },
+                { text: 'Create Income Transaction', action: createIncomeTransaction },
+
                 { text: 'Delete Transaction', action: deleteTransaction }
             ]);
 

package/example/example.js

@@ -208,6 +208,10 @@ 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');
+			}).withQueryBuilder(function (qb) {
+				qb.withVariableParameter('type', 'type', 'type', false, function (i) {
+					return i.code;
+				});
 			}).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) {
@@ -635,8 +639,6 @@ module.exports = function () {
 
 	var responseInterceptorForTransactionDeserialization = ResponseInterceptor.fromDelegate(function (response, ignored) {
 		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);
@@ -975,7 +977,7 @@ module.exports = function () {
 	return {
 		JwtGateway: JwtGateway,
 		PortfolioGateway: PortfolioGateway,
-		version: '1.1.15'
+		version: '1.1.17'
 	};
 }();
 
@@ -8140,6 +8142,7 @@ function _classCallCheck(instance, Constructor) { if (!(instance instanceof Cons
 
 var attributes = require('./../../lang/attributes'),
     functions = require('./../../lang/functions'),
+    array = require('./../../lang/array'),
     is = require('./../../lang/is');
 
 var LinkedList = require('./../../collections/LinkedList'),
@@ -8231,6 +8234,45 @@ module.exports = function () {
     *
     * @public
     * @returns {Function}
+    */
+
+		}, {
+			key: 'getSimpleReviver',
+			value: function getSimpleReviver() {
+				var _this = this;
+
+				return function (key, value) {
+					var field = _this.fields.find(function (f) {
+						var fieldName = array.last(f.name.split('.'));
+
+						return fieldName === key;
+					});
+
+					if (is.object(value)) {
+						return value;
+					}
+
+					var returnVal = void 0;
+
+					try {
+						returnVal = field.dataType.reviver(value);
+					} catch (e) {
+						if (_this._strict) {
+							throw Error(e);
+						} else {
+							returnVal = value;
+						}
+					}
+
+					return returnVal;
+				};
+			}
+
+			/**
+    * Generates a function suitable for use by JSON.parse.
+    *
+    * @public
+    * @returns {Function}
     */
 
 		}, {
@@ -8277,10 +8319,10 @@ module.exports = function () {
 		}, {
 			key: 'getReviverFactory',
 			value: function getReviverFactory() {
-				var _this = this;
+				var _this2 = this;
 
 				return function () {
-					return _this.getReviver();
+					return _this2.getReviver();
 				};
 			}
 		}, {
@@ -8344,11 +8386,11 @@ module.exports = function () {
 		function SchemaError(key, name, message) {
 			_classCallCheck(this, SchemaError);
 
-			var _this2 = _possibleConstructorReturn(this, (SchemaError.__proto__ || Object.getPrototypeOf(SchemaError)).call(this, message));
+			var _this3 = _possibleConstructorReturn(this, (SchemaError.__proto__ || Object.getPrototypeOf(SchemaError)).call(this, message));
 
-			_this2.key = key;
-			_this2.name = name;
-			return _this2;
+			_this3.key = key;
+			_this3.name = name;
+			return _this3;
 		}
 
 		_createClass(SchemaError, [{
@@ -8489,7 +8531,7 @@ module.exports = function () {
 	return Schema;
 }();
 
-},{"./../../collections/LinkedList":23,"./../../collections/Tree":24,"./../../lang/attributes":38,"./../../lang/functions":39,"./../../lang/is":40,"./Component":44,"./Field":46}],48:[function(require,module,exports){
+},{"./../../collections/LinkedList":23,"./../../collections/Tree":24,"./../../lang/array":36,"./../../lang/attributes":38,"./../../lang/functions":39,"./../../lang/is":40,"./Component":44,"./Field":46}],48:[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; }; }();

package/lib/gateway/PortfolioGateway.js

@@ -195,6 +195,9 @@ module.exports = (() => {
 						.withVariableParameter('position', 'position', 'position', false)
 						.withLiteralParameter('transactions', 'transactions');
 				})
+				.withQueryBuilder((qb) => {
+					qb.withVariableParameter('type', 'type', 'type', false, (i) => i.code);
+				})
 				.withBody('portfolio data')
 				.withRequestInterceptor(RequestInterceptor.PLAIN_TEXT_RESPONSE)
 				.withRequestInterceptor(requestInterceptorToUse)
@@ -598,8 +601,6 @@ module.exports = (() => {
 
 	const responseInterceptorForTransactionDeserialization = ResponseInterceptor.fromDelegate((response, ignored) => {
 		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);

package/lib/index.js

@@ -7,6 +7,6 @@ module.exports = (() => {
 	return {
 		JwtGateway: JwtGateway,
 		PortfolioGateway: PortfolioGateway,
-		version: '1.1.15'
+		version: '1.1.17'
 	};
 })();

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@barchart/portfolio-client-js",
-  "version": "1.1.15",
+  "version": "1.1.17",
   "description": "JavaScript library for interfacing with Barchart's Portfolio API",
   "author": {
     "name": "Bryan Ingle",