@barchart/portfolio-client-js 1.1.2
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/README.md +26 -0
- package/example/example.css +124 -0
- package/example/example.html +288 -0
- package/example/example.js +17092 -0
- package/example/example.shim.js +9 -0
- package/gulpfile.js +148 -0
- package/jsdoc.json +8 -0
- package/lib/common/Configuration.js +42 -0
- package/lib/gateway/PortfolioGateway.js +292 -0
- package/lib/gateway/jwt/JwtGateway.js +273 -0
- package/lib/index.js +12 -0
- package/package.json +70 -0
- package/test/SpecRunner.js +1 -0
package/README.md
ADDED
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# @barchart/portfolio-client-js
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## JavaScript library for interfacing with Barchart's Portfolio API
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## Documentation
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The code is documented with [JSDoc](http://usejsdoc.org/). While the output hasn't been committed to source control, you can generate the documentation by using the following commands:
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> npm install
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> gulp document
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## Development
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Gulp is used to check "linting" and to run unit tests.
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> nvm use 6.11.1
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> npm install
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> gulp lint
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> gulp test
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## Build
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Polyfills for ES6 are required:
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* Promise
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body {
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font-family: "Gill Sans MT";
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}
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h4 {
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margin: 0px;
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}
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.container-center-outer {
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height: 100%;
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width: 100%;
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display: table;
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}
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.container-center-inner {
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display: table-cell;
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text-align: center;
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vertical-align: middle;
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}
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.center {
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text-align: center;
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}
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.header {
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position: absolute;
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z-index: 1000;
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top: 0px;
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left: 0px;
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right: 0px;
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height: 50px;
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background-color: #29506D;
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color: #FFFFFF;
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padding-left: 20px;
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padding-right: 20px;
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}
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.header h4 {
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line-height: 50px;
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margin-top: 0px;
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margin-bottom: 0px;
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}
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.header .header-action-buttons {
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margin-left: 20px;
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}
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.header .text-button {
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line-height: 50px;
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margin-right: 10px;
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}
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.header input {
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position: relative;
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top: -4px;
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}
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.header .input-group {
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position: relative;
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top: 6px;
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}
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.header .input-group input {
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top: 1px;
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}
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.header .header-action-buttons .btn-group {
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margin-top: 8px;
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}
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.main {
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position: absolute;
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height: auto;
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top: 50px;
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bottom: 40px;
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left: 0px;
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right: 0px;
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overflow: auto;
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padding-top: 20px;
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padding-left: 20px;
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padding-right: 20px;
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}
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.main .login {
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margin: auto;
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width: 300px;
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}
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.footer {
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position: absolute;
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bottom: 0px;
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left: 0px;
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right: 0px;
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height: 40px;
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background-color: #496D89;
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opacity: 0.99;
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z-index: 1;
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padding-left: 20px;
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padding-right: 20px;
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}
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.footer h4 {
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font-size: 14px;
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line-height: 40px;
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margin-top: 0px;
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margin-bottom: 0px;
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color: white;
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}
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.watchlist-action-buttons .text-button {
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margin-left: 10px;
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}
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.text-button {
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cursor: pointer;
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}
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.text-button:hover {
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text-shadow: 0 0 1.2em #00FFFF;
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}
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.text-button.text-button-black {
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color: #555555;
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}
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.text-button.text-button-black:hover {
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text-shadow: 0 0 1.2em #FF0000;
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}
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.btn {
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text-shadow: none;
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}
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<!DOCTYPE html>
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<html lang="en">
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<head>
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<meta charset="utf-8"/>
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<title>Barchart Portfolio Client API</title>
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<link rel="stylesheet" href="https://maxcdn.bootstrapcdn.com/bootstrap/3.3.6/css/bootstrap.min.css" integrity="sha384-1q8mTJOASx8j1Au+a5WDVnPi2lkFfwwEAa8hDDdjZlpLegxhjVME1fgjWPGmkzs7" crossorigin="anonymous">
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<link rel="stylesheet" href="https://maxcdn.bootstrapcdn.com/bootstrap/3.3.6/css/bootstrap-theme.min.css" integrity="sha384-fLW2N01lMqjakBkx3l/M9EahuwpSfeNvV63J5ezn3uZzapT0u7EYsXMjQV+0En5r" crossorigin="anonymous">
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<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/toastr.js/latest/toastr.min.css" type="text/css">
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<link rel="stylesheet" href="example.css" type="text/css">
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<script src="https://cdnjs.cloudflare.com/ajax/libs/babel-polyfill/6.23.0/polyfill.min.js"></script>
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<script src="https://code.jquery.com/jquery-2.1.4.min.js"></script>
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<script src="https://cdnjs.cloudflare.com/ajax/libs/knockout/3.4.0/knockout-min.js"></script>
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<script src="https://maxcdn.bootstrapcdn.com/bootstrap/3.3.6/js/bootstrap.min.js" integrity="sha384-0mSbJDEHialfmuBBQP6A4Qrprq5OVfW37PRR3j5ELqxss1yVqOtnepnHVP9aJ7xS" crossorigin="anonymous"></script>
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<script src="https://cdnjs.cloudflare.com/ajax/libs/toastr.js/latest/toastr.min.js"></script>
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<script src="example.js"></script>
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<script type="text/javascript">
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'use strict';
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var PageModel = function() {
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var that = this;
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that.gateway = null;
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that.user = ko.observable('22e59613-d393-4069-814c-f0b5a3e4b31e');
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that.connected = ko.observable(false);
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that.connecting = ko.observable(false);
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that.activeTemplate = ko.observable('disconnected-template');
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that.console = ko.observableArray([ ]);
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that.portfolio = ko.observable();
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that.position = ko.observable();
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that.transaction = ko.observable();
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that.clientVersion = ko.observable(Barchart.Portfolio.version);
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var getPortfolios = function() {
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var action = 'portfolioGateway.readPortfolios()';
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that.gateway.readPortfolios(that.portfolio() || null)
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.then((data) => {
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writeConsoleText(action, true);
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writeConsoleObject(data);
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}).catch((e) => {
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writeConsoleText(action, true);
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writeConsoleObject(e);
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that.setConsoleMode();
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});
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};
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var getPositions = function() {
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var action = 'portfolioGateway.readPositions()';
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that.gateway.readPositions(that.portfolio() || null, that.position() || null)
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.then((data) => {
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writeConsoleText(action, true);
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writeConsoleObject(data);
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}).catch((e) => {
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writeConsoleText(action, true);
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writeConsoleObject(e);
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that.setConsoleMode();
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});
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};
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var getTransactions = function() {
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var action = 'portfolioGateway.readTransactions()';
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var portfolio = that.portfolio();
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var position = that.position();
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if (!portfolio) {
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toastr.info('A "portfolio" is required.');
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return;
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}
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that.gateway.readTransactions(that.portfolio(), that.position() || null)
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.then((data) => {
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writeConsoleText(action, true);
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writeConsoleObject(data);
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}).catch((e) => {
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writeConsoleText(action, true);
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writeConsoleObject(e);
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that.setConsoleMode();
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});
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};
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var getTransactionsFormatted = function() {
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var action = 'portfolioGateway.getTransactionsReport()';
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var portfolio = that.portfolio();
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var position = that.position();
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if (!portfolio) {
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toastr.info('A "portfolio" is required.');
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return;
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}
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that.gateway.getTransactionsFormatted(that.portfolio(), that.position() || null)
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.then((data) => {
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writeConsoleText(action, true);
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writeConsoleObject(data);
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}).catch((e) => {
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writeConsoleText(action, true);
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writeConsoleObject(e);
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that.setConsoleMode();
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});
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};
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that.modes = ko.observableArray([
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{ text: 'Get Portfolios', action: getPortfolios },
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{ text: 'Get Positions', action: getPositions },
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{ text: 'Get Transactions', action: getTransactions },
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{ text: 'Get Transactions (Formatted)', action: getTransactionsFormatted }
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]);
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that.mode = ko.observable(that.modes()[0]);
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that.canConnect = ko.computed(function() {
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return !that.connecting() && !that.connected();
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});
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that.canDisconnect = ko.computed(function() {
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return that.connected();
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});
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var writeConsoleText = function(text, clear) {
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if (clear) {
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that.console.removeAll();
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}
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that.console.push(text);
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};
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var writeConsoleObject = function(data) {
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that.console.push(JSON.stringify(data, null, 2));
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};
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that.setConsoleMode = function() {
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that.activeTemplate('portfolio-console-template');
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};
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that.connect = function() {
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that.disconnect();
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if (!that.user()) {
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return;
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}
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that.connecting(true);
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Barchart.Portfolio.PortfolioGateway.forDevelopment(Barchart.Portfolio.JwtGateway.forDevelopmentClient(that.user()))
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.then((gateway) => {
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that.gateway = gateway;
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that.connecting(false);
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that.connected(true);
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that.setConsoleMode();
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getPortfolios();
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});
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};
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that.disconnect = function() {
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if (that.gateway === null) {
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return;
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}
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if (that.gateway) {
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that.gateway.dispose();
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that.gateway = null;
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}
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that.console.removeAll();
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that.connecting(false);
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that.connected(false);
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that.activeTemplate('disconnected-template');
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};
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189
|
+
that.setMode = function(mode) {
|
|
190
|
+
that.mode(mode);
|
|
191
|
+
|
|
192
|
+
that.execute();
|
|
193
|
+
};
|
|
194
|
+
that.execute = function() {
|
|
195
|
+
that.mode().action();
|
|
196
|
+
};
|
|
197
|
+
|
|
198
|
+
that.handleLoginKeypress = function(d, e) {
|
|
199
|
+
var enterKey = e.keyCode === 13;
|
|
200
|
+
|
|
201
|
+
if (enterKey) {
|
|
202
|
+
that.connect();
|
|
203
|
+
}
|
|
204
|
+
|
|
205
|
+
return !enterKey;
|
|
206
|
+
};
|
|
207
|
+
};
|
|
208
|
+
|
|
209
|
+
$(document).ready(function() {
|
|
210
|
+
var pageModel = new PageModel();
|
|
211
|
+
|
|
212
|
+
ko.applyBindings(pageModel, $('body')[0]);
|
|
213
|
+
});
|
|
214
|
+
</script>
|
|
215
|
+
|
|
216
|
+
<script type="text/html" id="disconnected-template">
|
|
217
|
+
<div class="container-center-outer">
|
|
218
|
+
<div class="container-center-inner">
|
|
219
|
+
<form class="form-horizontal login">
|
|
220
|
+
<div class="form-group" data-bind="css: { 'has-error': user().length === 0 }, event: { keypress: handleLoginKeypress }">
|
|
221
|
+
<label class="pull-left">User</label>
|
|
222
|
+
<input class="form-control" data-bind="textInput: user" type="text" placeholder="User">
|
|
223
|
+
</div>
|
|
224
|
+
<div class="form-group buttons">
|
|
225
|
+
<button class="form-control btn btn-primary" type="button" data-bind="click: connect, enable: canConnect">Connect</button>
|
|
226
|
+
</div>
|
|
227
|
+
</form>
|
|
228
|
+
</div>
|
|
229
|
+
</div>
|
|
230
|
+
</script>
|
|
231
|
+
|
|
232
|
+
<script type="text/html" id="portfolio-header-template">
|
|
233
|
+
<div class="pull-left">
|
|
234
|
+
<h4 class="pull-left">Barchart Portfolio API <span data-bind="visible: connected"></span></h4>
|
|
235
|
+
|
|
236
|
+
<div class="pull-left header-action-buttons form-inline" style="margin-top: 12px;" data-bind="visible: connected() === true">
|
|
237
|
+
<input class="form-control" data-bind="value: portfolio" type="text" placeholder="Portfolio">
|
|
238
|
+
<input class="form-control" data-bind="value: position" type="text" placeholder="Position">
|
|
239
|
+
<input class="form-control" data-bind="value: transaction" type="text" placeholder="Transaction">
|
|
240
|
+
</div>
|
|
241
|
+
</div>
|
|
242
|
+
|
|
243
|
+
<div class="pull-left">
|
|
244
|
+
<div class="pull-left header-action-buttons form-inline" data-bind="visible: connected() === true">
|
|
245
|
+
<div class="dropdown" style="margin-top: 8px;">
|
|
246
|
+
<button class="btn btn-default dropdown-toggle" style="width: 200px;" type="button" data-toggle="dropdown" aria-haspopup="true" aria-expanded="true">
|
|
247
|
+
<span data-bind="text: mode().text"></span>
|
|
248
|
+
</button>
|
|
249
|
+
<ul class="dropdown-menu" data-bind="foreach: modes">
|
|
250
|
+
<li class="center"><a href="#" data-bind="text: $data.text, click: function() { $parent.setMode($data); }"></a></li>
|
|
251
|
+
</ul>
|
|
252
|
+
</div>
|
|
253
|
+
</div>
|
|
254
|
+
|
|
255
|
+
<div class="pull-left header-action-buttons form-inline" data-bind="visible: connected() === true">
|
|
256
|
+
<span class="text-button glyphicon glyphicon-play" data-bind="click: execute"></span>
|
|
257
|
+
</div>
|
|
258
|
+
</div>
|
|
259
|
+
|
|
260
|
+
<div class="pull-right">
|
|
261
|
+
<div class="header-action-buttons pull-right form-inline" data-bind="visible: connected() === true">
|
|
262
|
+
<span class="text-button glyphicon glyphicon-remove" data-bind="click: disconnect"></span>
|
|
263
|
+
</div>
|
|
264
|
+
</div>
|
|
265
|
+
</script>
|
|
266
|
+
|
|
267
|
+
<script type="text/html" id="portfolio-console-template">
|
|
268
|
+
<div data-bind="foreach: console">
|
|
269
|
+
<pre data-bind="text: $data" style="font-size: 10px;"></pre>
|
|
270
|
+
</div>
|
|
271
|
+
</script>
|
|
272
|
+
|
|
273
|
+
<script type="text/html" id="footer-template">
|
|
274
|
+
<h4 class="pull-left" data-bind="visible: connected">
|
|
275
|
+
Client Version: <span data-bind="text: clientVersion"></span>
|
|
276
|
+
</h4>
|
|
277
|
+
<h4 class="pull-right">
|
|
278
|
+
User: <span data-bind="text: user"></span>
|
|
279
|
+
</h4>
|
|
280
|
+
</script>
|
|
281
|
+
</head>
|
|
282
|
+
<body>
|
|
283
|
+
<div class="header" data-bind="template: { name: 'portfolio-header-template' }"></div>
|
|
284
|
+
<div class="main" data-bind="template: { name: activeTemplate }"></div>
|
|
285
|
+
<div class="footer" data-bind="template: { name: 'footer-template' }">
|
|
286
|
+
</div>
|
|
287
|
+
</body>
|
|
288
|
+
</html>
|