@barchart/portfolio-client-js 1.1.45 → 1.1.46

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":53,"@barchart/portfolio-api-common/lib/data/ValuationType":54,"@barchart/tgam-jwt-js/lib/JwtGateway":59}],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":54,"@barchart/portfolio-api-common/lib/data/ValuationType":55,"@barchart/tgam-jwt-js/lib/JwtGateway":60}],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; }; }();
@@ -241,11 +241,11 @@ module.exports = function () {
 				qb.withVariableParameter('type', 'type', 'type', false, function (i) {
 					return i.code;
 				});
-			}).withBody('portfolio data').withRequestInterceptor(requestInterceptorToUse).withResponseInterceptor(responseInterceptorForTransactionCreateDeserialization).withErrorInterceptor(ErrorInterceptor.GENERAL).endpoint;
+			}).withBody('portfolio data').withRequestInterceptor(requestInterceptorToUse).withResponseInterceptor(responseInterceptorForTransactionMutateDeserialization).withErrorInterceptor(ErrorInterceptor.GENERAL).endpoint;
 
 			_this._deleteTransactionEndpoint = EndpointBuilder.for('delete-transaction', 'delete transaction').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('sequence', 'sequence', 'sequence', false);
-			}).withRequestInterceptor(requestInterceptorToUse).withErrorInterceptor(ErrorInterceptor.GENERAL).endpoint;
+			}).withRequestInterceptor(requestInterceptorToUse).withResponseInterceptor(responseInterceptorForTransactionMutateDeserialization).withErrorInterceptor(ErrorInterceptor.GENERAL).endpoint;
 
 			_this._readTransactionsReportEndpoint = EndpointBuilder.for('read-transaction-report', 'read transaction report').withVerb(VerbType.GET).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', true).withLiteralParameter('transactions', 'transactions').withLiteralParameter('formatted', 'formatted');
@@ -510,7 +510,7 @@ module.exports = function () {
     *
     * @public
     * @param {Object} transaction
-    * @returns {Promise.<TransactionCreateResult>}
+    * @returns {Promise.<TransactionMutateResult>}
     */
 
 		}, {
@@ -555,7 +555,7 @@ module.exports = function () {
     * @param {String} position
     * @param {Number} transaction
     * @param {Boolean=} force
-    * @returns {Promise.<Transaction[]>}
+    * @returns {Promise.<TransactionMutateResult>}
     */
 
 		}, {
@@ -756,11 +756,11 @@ module.exports = function () {
 		try {
 			return JSON.parse(response.data, TransactionSchema.CLIENT.schema.getReviver());
 		} catch (e) {
-			console.error('Error serializing transaction data', e);
+			console.error('Error deserializing transaction data', e);
 		}
 	});
 
-	var responseInterceptorForTransactionCreateDeserialization = ResponseInterceptor.fromDelegate(function (response, ignored) {
+	var responseInterceptorForTransactionMutateDeserialization = ResponseInterceptor.fromDelegate(function (response, ignored) {
 		try {
 			var positions = response.data.positions.map(function (p) {
 				return JSON.parse(p, PositionSchema.CLIENT.schema.getReviver());
@@ -775,7 +775,7 @@ module.exports = function () {
 				replaced: response.data.replaced
 			};
 		} catch (e) {
-			console.error('Error serializing transaction data', e);
+			console.error('Error deserializing mutate transaction data', e);
 		}
 	});
 
@@ -798,16 +798,17 @@ module.exports = function () {
 	/**
   * The result of transaction create operation.
   *
-  * @typedef TransactionCreateResult
+  * @typedef TransactionMutateResult
   * @type {Object}
   * @property {Array.<Object>} positions - All positions updated as a consequence of processing the transaction.
   * @property {Array.<Object>} summaries - All position summaries updated as a consequence of processing the transaction.
+  * @property {Boolean} replaced - If true, the position (and position summaries) need to be replaced.
   */
 
 	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/Day":29,"@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/PositionSummaryFrame":52,"@barchart/portfolio-api-common/lib/data/TransactionType":53,"@barchart/portfolio-api-common/lib/serialization/PortfolioSchema":55,"@barchart/portfolio-api-common/lib/serialization/PositionSchema":56,"@barchart/portfolio-api-common/lib/serialization/PositionSummarySchema":57,"@barchart/portfolio-api-common/lib/serialization/TransactionSchema":58}],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/Day":29,"@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/PositionSummaryFrame":53,"@barchart/portfolio-api-common/lib/data/TransactionType":54,"@barchart/portfolio-api-common/lib/serialization/PortfolioSchema":56,"@barchart/portfolio-api-common/lib/serialization/PositionSchema":57,"@barchart/portfolio-api-common/lib/serialization/PositionSummarySchema":58,"@barchart/portfolio-api-common/lib/serialization/TransactionSchema":59}],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; }; }();
@@ -1158,7 +1159,7 @@ module.exports = function () {
 	return {
 		JwtGateway: JwtGateway,
 		PortfolioGateway: PortfolioGateway,
-		version: '1.1.45'
+		version: '1.1.46'
 	};
 }();
 
@@ -1895,7 +1896,7 @@ 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":61}],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":62}],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; }; }();
@@ -5851,7 +5852,7 @@ module.exports = function () {
 	return Decimal;
 }();
 
-},{"./Enum":32,"./assert":37,"./is":40,"big.js":86}],31:[function(require,module,exports){
+},{"./Enum":32,"./assert":37,"./is":40,"big.js":87}],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; }; }();
@@ -6388,7 +6389,7 @@ module.exports = function () {
 	return Timestamp;
 }();
 
-},{"./assert":37,"./is":40,"moment-timezone":91}],35:[function(require,module,exports){
+},{"./assert":37,"./is":40,"moment-timezone":92}],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; }; }();
@@ -7871,7 +7872,7 @@ module.exports = function () {
 	};
 }();
 
-},{"./assert":37,"moment-timezone/builds/moment-timezone-with-data-2010-2020":89}],44:[function(require,module,exports){
+},{"./assert":37,"moment-timezone/builds/moment-timezone-with-data-2010-2020":90}],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; }; }();
@@ -8347,7 +8348,7 @@ 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":93}],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":94}],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; }; }();
@@ -9280,6 +9281,8 @@ module.exports = function () {
 }();
 
 },{"./../lang/Disposable":31,"./../lang/assert":37,"./../lang/is":40,"./../lang/object":41,"./../lang/promise":42}],51:[function(require,module,exports){
+const uuid = require('uuid');
+
 const assert = require('@barchart/common-js/lang/assert'),
 	Enum = require('@barchart/common-js/lang/Enum');
 
@@ -9295,19 +9298,29 @@ module.exports = (() => {
 	 * @param {String} alternateDescription
 	 * @param {String} code
 	 * @param {Boolean} canReinvest
+	 * @param {Boolean} canShort
+	 * @param {Boolean} canSwitchDirection
 	 * @param {Boolean} usesSymbols
+	 * @param {Function} usesSymbols
 	 */
 	class InstrumentType extends Enum {
-		constructor(code, description, alternateDescription, canReinvest, usesSymbols) {
+		constructor(code, description, alternateDescription, canReinvest, canShort, canSwitchDirection, usesSymbols, generator) {
 			super(code, description);
 
 			assert.argumentIsRequired(alternateDescription, 'alternateDescription', String);
 			assert.argumentIsRequired(canReinvest, 'canReinvest', Boolean);
+			assert.argumentIsRequired(canShort, 'canShort', Boolean);
+			assert.argumentIsRequired(canSwitchDirection, 'canSwitchDirection', Boolean);
 			assert.argumentIsRequired(usesSymbols, 'usesSymbols', Boolean);
+			assert.argumentIsRequired(generator, 'generator', Function);
 
 			this._alternateDescription = alternateDescription;
 			this._canReinvest = canReinvest;
+			this._canShort = canShort;
+			this._canSwitchDirection = canSwitchDirection;
 			this._usesSymbols = usesSymbols;
+
+			this._generator = generator;
 		}
 
 		/**
@@ -9330,6 +9343,27 @@ module.exports = (() => {
 			return this._canReinvest;
 		}
 
+		/**
+		 * Indicates if short-selling is possible for this instrument type.
+		 *
+		 * @public
+		 * @returns {Boolean}
+		 */
+		get canShort() {
+			return this._canShort;
+		}
+
+		/**
+		 * Indicates if one transaction is allowed to switch a position size from
+		 * positive to negative (or vice versa).
+		 *
+		 * @public
+		 * @returns {Boolean}
+		 */
+		get canSwitchDirection() {
+			return this._canSwitchDirection;
+		}
+
 		/**
 		 * Indicates if an instrument of this type can be represented by a symbol.
 		 *
@@ -9340,6 +9374,23 @@ module.exports = (() => {
 			return this._usesSymbols;
 		}
 
+		/**
+		 * Generates an identifier for the instrument.
+		 *
+		 * @public
+		 * @param {Object} instrument
+		 * @returns {String}
+		 */
+		generateIdentifier(instrument) {
+			assert.argumentIsRequired(instrument, 'instrument');
+
+			if (instrument.type !== this) {
+				throw new Error('Unable to generate instrument identifier for incompatible type.');
+			}
+
+			return this._generator(instrument);
+		}
+
 		/**
 		 * Cash.
 		 *
@@ -9384,20 +9435,169 @@ module.exports = (() => {
 			return other;
 		}
 
+		/**
+		 * Generates an identifier for the instrument.
+		 *
+		 * @static
+		 * @public
+		 * @param {Object} instrument
+		 * @returns {String}
+		 */
+		static generateIdentifier(instrument) {
+			return map[instrument.type.code].generateIdentifier(instrument);
+		}
+
 		toString() {
 			return '[InstrumentType]';
 		}
 	}
 
-	const cash = new InstrumentType('CASH', 'cash', 'Cash', false, false);
-	const equity = new InstrumentType('EQUITY', 'equity', 'Equities', true, true);
-	const fund = new InstrumentType('FUND', 'mutual fund', 'Funds', true, true);
-	const other = new InstrumentType('OTHER', 'other', 'Other', false, false);
+	const cash = new InstrumentType('CASH', 'cash', 'Cash', false, false, true, false, (instrument) => `BARCHART-${instrument.type.code}-${instrument.currency.code}`);
+	const equity = new InstrumentType('EQUITY', 'equity', 'Equities', true, true, false, true, (instrument) => `BARCHART-${instrument.type.code}-${instrument.symbol.barchart}`);
+	const fund = new InstrumentType('FUND', 'mutual fund', 'Funds', true, false, false, true, (instrument) => `BARCHART-${instrument.type.code}-${instrument.symbol.barchart}`);
+	const other = new InstrumentType('OTHER', 'other', 'Other', false, false, false, false, (instrument) => `BARCHART-${instrument.type.code}-${uuid.v4()}`);
+
+	const map = { };
+
+	map[cash.code] = cash;
+	map[equity.code] = equity;
+	map[fund.code] = fund;
+	map[other.code] = other;
 
 	return InstrumentType;
 })();
 
-},{"@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,"uuid":95}],52:[function(require,module,exports){
+const assert = require('@barchart/common-js/lang/assert'),
+	Decimal = require('@barchart/common-js/lang/Decimal'),
+	Enum = require('@barchart/common-js/lang/Enum');
+
+module.exports = (() => {
+	'use strict';
+
+	/**
+	 * Describes a position size -- positive values are long, negative values
+	 * are short and zero values are even.
+	 *
+	 * @public
+	 * @extends {Enum}
+	 * @param {String} code
+	 * @param {String} description
+	 * @param {sign} sign
+	 */
+	class PositionDirection extends Enum {
+		constructor(code, description, sign) {
+			super(code, description);
+
+			assert.argumentIsRequired(sign, 'sign', String);
+			
+			this._sign = sign;
+		}
+
+		/**
+		 * A description of the positiveness or negativeness of the size of the
+		 * position.
+		 *
+		 * @public
+		 * @returns {String}
+		 */
+		get sign() {
+			return this._sign;
+		}
+
+		/**
+		 * Indicates if the position size is positive (i.e. is {@link PositionDirection.LONG}).
+		 *
+		 * @public
+		 * @returns {boolean}
+		 */
+		get positive() {
+			return this === long;
+		}
+
+		/**
+		 * Indicates if the position size is negative (i.e. is {@link PositionDirection.SHORT}).
+		 *
+		 * @public
+		 * @returns {boolean}
+		 */
+		get negative() {
+			return this === short;
+		}
+
+		/**
+		 * Indicates if the position size is zero (i.e. is {@link PositionDirection.EVEN}).
+		 *
+		 * @public
+		 * @returns {boolean}
+		 */
+		get closed() {
+			return this === even;
+		}
+
+		/**
+		 * A positive quantity position.
+		 * 
+		 * @public
+		 * @static
+		 * @returns {PositionDirection}
+		 */
+		static get LONG() {
+			return long;
+		}
+
+		/**
+		 * A positive quantity position.
+		 *
+		 * @public
+		 * @static
+		 * @returns {PositionDirection}
+		 */
+		static get SHORT() {
+			return short;
+		}
+
+		/**
+		 * A zero quantity position.
+		 *
+		 * @public
+		 * @static
+		 * @returns {PositionDirection}
+		 */
+		static get EVEN() {
+			return even;
+		}
+
+		/**
+		 * Given an open quantity, returns a {@link PositionDirection} that
+		 * describes the quantity.
+		 *
+		 * @public
+		 * @static
+		 * @param {Decimal} open
+		 * @returns {PositionDirection}
+		 */
+		static for(open) {
+			assert.argumentIsRequired(open, 'open', Decimal, 'Decimal');
+			
+			if (open.getIsPositive()) {
+				return long;
+			} else if (open.getIsNegative()) {
+				return short;
+			} else {
+				return even;
+			}
+		}
+	}
+
+	const long = new PositionDirection('LONG', 'Long', 'positive');
+	const short = new PositionDirection('SHORT', 'Short', 'negative');
+	const even = new PositionDirection('EVEN', 'Even', 'zero');
+
+	return PositionDirection;
+})();
+
+},{"@barchart/common-js/lang/Decimal":30,"@barchart/common-js/lang/Enum":32,"@barchart/common-js/lang/assert":37}],53:[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'),
@@ -9654,7 +9854,7 @@ module.exports = (() => {
 	return PositionSummaryFrame;
 })();
 
-},{"@barchart/common-js/lang/Day":29,"@barchart/common-js/lang/Decimal":30,"@barchart/common-js/lang/Enum":32,"@barchart/common-js/lang/array":36,"@barchart/common-js/lang/assert":37,"@barchart/common-js/lang/is":40}],53:[function(require,module,exports){
+},{"@barchart/common-js/lang/Day":29,"@barchart/common-js/lang/Decimal":30,"@barchart/common-js/lang/Enum":32,"@barchart/common-js/lang/array":36,"@barchart/common-js/lang/assert":37,"@barchart/common-js/lang/is":40}],54:[function(require,module,exports){
 const assert = require('@barchart/common-js/lang/assert'),
 	Enum = require('@barchart/common-js/lang/Enum');
 
@@ -9994,7 +10194,7 @@ module.exports = (() => {
 	return TransactionType;
 })();
 
-},{"@barchart/common-js/lang/Enum":32,"@barchart/common-js/lang/assert":37}],54:[function(require,module,exports){
+},{"@barchart/common-js/lang/Enum":32,"@barchart/common-js/lang/assert":37}],55:[function(require,module,exports){
 const assert = require('@barchart/common-js/lang/assert'),
 	Enum = require('@barchart/common-js/lang/Enum');
 
@@ -10056,7 +10256,7 @@ module.exports = (() => {
 	return ValuationType;
 })();
 
-},{"@barchart/common-js/lang/Enum":32,"@barchart/common-js/lang/assert":37}],55:[function(require,module,exports){
+},{"@barchart/common-js/lang/Enum":32,"@barchart/common-js/lang/assert":37}],56:[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'),
@@ -10226,7 +10426,7 @@ module.exports = (() => {
 	return PortfolioSchema;
 })();
 
-},{"./../data/ValuationType":54,"@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}],56:[function(require,module,exports){
+},{"./../data/ValuationType":55,"@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}],57:[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'),
@@ -10236,6 +10436,7 @@ const assert = require('@barchart/common-js/lang/assert'),
 	SchemaBuilder = require('@barchart/common-js/serialization/json/builders/SchemaBuilder');
 
 const InstrumentType = require('./../data/InstrumentType'),
+	PositionDirection = require('./../data/PositionDirection'),
 	ValuationType = require('./../data/ValuationType');
 
 module.exports = (() => {
@@ -10308,6 +10509,7 @@ module.exports = (() => {
 		.withField('reinvest', DataType.BOOLEAN)
 		.withField('snapshot.date', DataType.DAY)
 		.withField('snapshot.open', DataType.DECIMAL)
+		.withField('snapshot.direction', DataType.forEnum(PositionDirection, 'PositionDirection'))
 		.withField('snapshot.buys', DataType.DECIMAL)
 		.withField('snapshot.sells', DataType.DECIMAL)
 		.withField('snapshot.gain', DataType.DECIMAL)
@@ -10339,6 +10541,7 @@ module.exports = (() => {
 		.withField('reinvest', DataType.BOOLEAN)
 		.withField('snapshot.date', DataType.DAY)
 		.withField('snapshot.open', DataType.DECIMAL)
+		.withField('snapshot.direction', DataType.forEnum(PositionDirection, 'PositionDirection'))
 		.withField('snapshot.buys', DataType.DECIMAL)
 		.withField('snapshot.sells', DataType.DECIMAL)
 		.withField('snapshot.gain', DataType.DECIMAL)
@@ -10352,7 +10555,7 @@ module.exports = (() => {
 	return PositionSchema;
 })();
 
-},{"./../data/InstrumentType":51,"./../data/ValuationType":54,"@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){
+},{"./../data/InstrumentType":51,"./../data/PositionDirection":52,"./../data/ValuationType":55,"@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}],58:[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'),
@@ -10361,7 +10564,8 @@ const assert = require('@barchart/common-js/lang/assert'),
 	Schema = require('@barchart/common-js/serialization/json/Schema'),
 	SchemaBuilder = require('@barchart/common-js/serialization/json/builders/SchemaBuilder');
 
-const PositionSummaryFrame = require('./../data/PositionSummaryFrame');
+const PositionDirection = require('./../data/PositionDirection'),
+	PositionSummaryFrame = require('./../data/PositionSummaryFrame');
 
 module.exports = (() => {
 	'use strict';
@@ -10431,11 +10635,13 @@ module.exports = (() => {
 		.withField('start.date', DataType.DAY)
 		.withField('start.sequence', DataType.NUMBER)
 		.withField('start.open', DataType.DECIMAL)
+		.withField('start.direction', DataType.forEnum(PositionDirection, 'PositionDirection'))
 		.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.direction', DataType.forEnum(PositionDirection, 'PositionDirection'))
 		.withField('end.basis', DataType.DECIMAL)
 		.withField('end.value', DataType.DECIMAL)
 		.withField('period.buys', DataType.DECIMAL)
@@ -10463,11 +10669,13 @@ module.exports = (() => {
 		.withField('start.date', DataType.DAY)
 		.withField('start.sequence', DataType.NUMBER)
 		.withField('start.open', DataType.DECIMAL)
+		.withField('start.direction', DataType.forEnum(PositionDirection, 'PositionDirection'))
 		.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.direction', DataType.forEnum(PositionDirection, 'PositionDirection'))
 		.withField('end.basis', DataType.DECIMAL)
 		.withField('end.value', DataType.DECIMAL)
 		.withField('period.buys', DataType.DECIMAL)
@@ -10481,7 +10689,7 @@ module.exports = (() => {
 	return PositionSummarySchema;
 })();
 
-},{"./../data/PositionSummaryFrame":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}],58:[function(require,module,exports){
+},{"./../data/PositionDirection":52,"./../data/PositionSummaryFrame":53,"@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}],59:[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'),
@@ -10491,6 +10699,7 @@ const assert = require('@barchart/common-js/lang/assert'),
 	SchemaBuilder = require('@barchart/common-js/serialization/json/builders/SchemaBuilder');
 
 const InstrumentType = require('./../data/InstrumentType'),
+	PositionDirection = require('./../data/PositionDirection'),
 	TransactionType = require('./../data/TransactionType');
 
 module.exports = (() => {
@@ -10660,6 +10869,7 @@ module.exports = (() => {
 		.withField('reference.position', DataType.STRING, true)
 		.withField('reference.sequence', DataType.NUMBER, true)
 		.withField('snapshot.open', DataType.DECIMAL)
+		.withField('snapshot.direction', DataType.forEnum(PositionDirection, 'PositionDirection'))
 		.withField('snapshot.buys', DataType.DECIMAL)
 		.withField('snapshot.sells', DataType.DECIMAL)
 		.withField('snapshot.gain', DataType.DECIMAL)
@@ -10703,6 +10913,7 @@ module.exports = (() => {
 		.withField('reference.position', DataType.STRING, true)
 		.withField('reference.sequence', DataType.NUMBER, true)
 		.withField('snapshot.open', DataType.DECIMAL)
+		.withField('snapshot.direction', DataType.forEnum(PositionDirection, 'PositionDirection'))
 		.withField('snapshot.buys', DataType.DECIMAL)
 		.withField('snapshot.sells', DataType.DECIMAL)
 		.withField('snapshot.gain', DataType.DECIMAL)
@@ -10932,7 +11143,6 @@ module.exports = (() => {
 		.withField('type', DataType.forEnum(TransactionType, 'TransactionType'))
 		.withField('date', DataType.DAY)
 		.withField('value', DataType.DECIMAL)
-		.withField('fee', DataType.DECIMAL, true)
 		.withField('force', DataType.BOOLEAN, true)
 		.schema
 	);
@@ -10972,7 +11182,7 @@ module.exports = (() => {
 	return TransactionSchema;
 })();
 
-},{"./../data/InstrumentType":51,"./../data/TransactionType":53,"@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}],59:[function(require,module,exports){
+},{"./../data/InstrumentType":51,"./../data/PositionDirection":52,"./../data/TransactionType":54,"@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}],60:[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; }; }();
@@ -11010,26 +11220,27 @@ module.exports = function () {
   * Web service gateway for obtaining JWT tokens from TGAM (The Globe and Mail).
   *
   * @public
-  * @param {Enpoint} endpoint
+  * @param {Enpoint=} endpoint
   * @param {Number=} refreshInterval - Interval, in milliseconds, which a token refresh should occur. If zero, the token does not need to be refreshed.
+  * @param {Function=} overrideDelegate - Bypasses the standard token lookup, instead calls a delegate, which returns the token.
   * @extends {Disposable}
   */
 
 	var JwtGateway = function (_Disposable) {
 		_inherits(JwtGateway, _Disposable);
 
-		function JwtGateway(endpoint, refreshInterval) {
+		function JwtGateway(tokenDelegate, refreshInterval) {
 			_classCallCheck(this, JwtGateway);
 
 			var _this = _possibleConstructorReturn(this, (JwtGateway.__proto__ || Object.getPrototypeOf(JwtGateway)).call(this));
 
-			assert.argumentIsRequired(endpoint, 'endpoint', Endpoint, 'Endpoint');
+			assert.argumentIsRequired(tokenDelegate, 'tokenDelegate', Function);
 			assert.argumentIsOptional(refreshInterval, 'refreshInterval', Number);
 
 			_this._started = false;
 			_this._startPromise = null;
 
-			_this._endpoint = endpoint;
+			_this._tokenDelegate = tokenDelegate;
 
 			_this._refreshInterval = refreshInterval || 0;
 			_this._refreshJitter = Math.floor(_this._refreshInterval / 10);
@@ -11082,7 +11293,7 @@ module.exports = function () {
 				return Promise.resolve().then(function () {
 					checkStart.call(_this3);
 
-					return Gateway.invoke(_this3._endpoint);
+					return _this3._tokenDelegate();
 				}).catch(function (e) {
 					var failure = FailureReason.forRequest({ endpoint: _this3._endpoint }).addItem(FailureType.REQUEST_IDENTITY_FAILURE).format();
 
@@ -11197,7 +11408,9 @@ module.exports = function () {
 			key: 'forDevelopment',
 			value: function forDevelopment(endpoint) {
 				return Promise.resolve(endpoint).then(function (e) {
-					return start(new JwtGateway(e, 60000));
+					return start(new JwtGateway(function () {
+						return Gateway.invoke(e);
+					}, 60000));
 				});
 			}
 
@@ -11206,7 +11419,7 @@ module.exports = function () {
     *
     * @public
     * @static
-    * @param {Promise.<Endpoint>|Endpoint}endpoint - The endpoint which vends JWT tokens.
+    * @param {Promise.<Endpoint>|Endpoint} endpoint - The endpoint which vends JWT tokens.
     * @returns {Promise.<RequestInterceptor>}
     */
 
@@ -11277,6 +11490,40 @@ module.exports = function () {
 					return jwtGateway.toRequestInterceptor();
 				});
 			}
+
+			/**
+    * Creates and starts a new {@link JwtGateway} for use by the "tracker" system.
+    *
+    * @public
+    * @static
+    * @param {Function} tokenDelegate - A function which returns the JWT token.
+    * @returns {Promise.<JwtGateway>}
+    */
+
+		}, {
+			key: 'forTracker',
+			value: function forTracker(tokenDelegate) {
+				return Promise.resolve().then(function () {
+					return start(new JwtGateway(tokenDelegate, 0));
+				});
+			}
+
+			/**
+    * Creates and starts a new {@link RequestInterceptor} for use by "tracker" system.
+    *
+    * @public
+    * @static
+    * @param {Function} tokenDelegate - A function which returns the JWT token.
+    * @returns {Promise.<RequestInterceptor>}
+    */
+
+		}, {
+			key: 'forTrackerClient',
+			value: function forTrackerClient(tokenDelegate) {
+				return JwtGateway.forTracker(tokenDelegate).then(function (jwtGateway) {
+					return jwtGateway.toRequestInterceptor();
+				});
+			}
 		}]);
 
 		return JwtGateway;
@@ -11307,7 +11554,7 @@ module.exports = function () {
 	}
 
 	function forTgam(host, secret, environment) {
-		return EndpointBuilder.for('read-jwt-token-for-' + environment, 'lookup user identity').withVerb(VerbType.GET).withProtocol(ProtocolType.HTTPS).withHeadersBuilder(function (hb) {
+		var endpoint = EndpointBuilder.for('read-jwt-token-for-' + environment, 'lookup user identity').withVerb(VerbType.GET).withProtocol(ProtocolType.HTTPS).withHeadersBuilder(function (hb) {
 			return hb.withLiteralParameter('X-GAM-CLIENT-APP-ID', 'X-GAM-CLIENT-APP-ID', '1348').withLiteralParameter('X-GAM-CLIENT-APP-SECRET', 'X-GAM-CLIENT-APP-SECRET', secret);
 		}).withHost(host).withRequestInterceptor(RequestInterceptor.fromDelegate(function (request) {
 			request.withCredentials = true;
@@ -11316,6 +11563,10 @@ module.exports = function () {
 		})).withResponseInterceptor(ResponseInterceptor.DATA).withResponseInterceptor(ResponseInterceptor.fromDelegate(function (response) {
 			return response.token;
 		})).endpoint;
+
+		return function () {
+			return Gateway.invoke(endpoint);
+		};
 	}
 
 	function getTime() {
@@ -11325,7 +11576,7 @@ module.exports = function () {
 	return JwtGateway;
 }();
 
-},{"./index":60,"@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}],60:[function(require,module,exports){
+},{"./index":61,"@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}],61:[function(require,module,exports){
 'use strict';
 
 var JwtGateway = require('./JwtGateway');
@@ -11335,13 +11586,13 @@ module.exports = function () {
 
 	return {
 		JwtGateway: JwtGateway,
-		version: '1.0.38'
+		version: '1.0.39'
 	};
 }();
 
-},{"./JwtGateway":59}],61:[function(require,module,exports){
+},{"./JwtGateway":60}],62:[function(require,module,exports){
 module.exports = require('./lib/axios');
-},{"./lib/axios":63}],62:[function(require,module,exports){
+},{"./lib/axios":64}],63:[function(require,module,exports){
 (function (process){
 'use strict';
 
@@ -11525,7 +11776,7 @@ module.exports = function xhrAdapter(config) {
 };
 
 }).call(this,require('_process'))
-},{"../core/createError":69,"./../core/settle":72,"./../helpers/btoa":76,"./../helpers/buildURL":77,"./../helpers/cookies":79,"./../helpers/isURLSameOrigin":81,"./../helpers/parseHeaders":83,"./../utils":85,"_process":87}],63:[function(require,module,exports){
+},{"../core/createError":70,"./../core/settle":73,"./../helpers/btoa":77,"./../helpers/buildURL":78,"./../helpers/cookies":80,"./../helpers/isURLSameOrigin":82,"./../helpers/parseHeaders":84,"./../utils":86,"_process":88}],64:[function(require,module,exports){
 'use strict';
 
 var utils = require('./utils');
@@ -11579,7 +11830,7 @@ module.exports = axios;
 // Allow use of default import syntax in TypeScript
 module.exports.default = axios;
 
-},{"./cancel/Cancel":64,"./cancel/CancelToken":65,"./cancel/isCancel":66,"./core/Axios":67,"./defaults":74,"./helpers/bind":75,"./helpers/spread":84,"./utils":85}],64:[function(require,module,exports){
+},{"./cancel/Cancel":65,"./cancel/CancelToken":66,"./cancel/isCancel":67,"./core/Axios":68,"./defaults":75,"./helpers/bind":76,"./helpers/spread":85,"./utils":86}],65:[function(require,module,exports){
 'use strict';
 
 /**
@@ -11600,7 +11851,7 @@ Cancel.prototype.__CANCEL__ = true;
 
 module.exports = Cancel;
 
-},{}],65:[function(require,module,exports){
+},{}],66:[function(require,module,exports){
 'use strict';
 
 var Cancel = require('./Cancel');
@@ -11659,14 +11910,14 @@ CancelToken.source = function source() {
 
 module.exports = CancelToken;
 
-},{"./Cancel":64}],66:[function(require,module,exports){
+},{"./Cancel":65}],67:[function(require,module,exports){
 'use strict';
 
 module.exports = function isCancel(value) {
   return !!(value && value.__CANCEL__);
 };
 
-},{}],67:[function(require,module,exports){
+},{}],68:[function(require,module,exports){
 'use strict';
 
 var defaults = require('./../defaults');
@@ -11747,7 +11998,7 @@ utils.forEach(['post', 'put', 'patch'], function forEachMethodWithData(method) {
 
 module.exports = Axios;
 
-},{"./../defaults":74,"./../utils":85,"./InterceptorManager":68,"./dispatchRequest":70}],68:[function(require,module,exports){
+},{"./../defaults":75,"./../utils":86,"./InterceptorManager":69,"./dispatchRequest":71}],69:[function(require,module,exports){
 'use strict';
 
 var utils = require('./../utils');
@@ -11801,7 +12052,7 @@ InterceptorManager.prototype.forEach = function forEach(fn) {
 
 module.exports = InterceptorManager;
 
-},{"./../utils":85}],69:[function(require,module,exports){
+},{"./../utils":86}],70:[function(require,module,exports){
 'use strict';
 
 var enhanceError = require('./enhanceError');
@@ -11821,7 +12072,7 @@ module.exports = function createError(message, config, code, request, response)
   return enhanceError(error, config, code, request, response);
 };
 
-},{"./enhanceError":71}],70:[function(require,module,exports){
+},{"./enhanceError":72}],71:[function(require,module,exports){
 'use strict';
 
 var utils = require('./../utils');
@@ -11909,7 +12160,7 @@ module.exports = function dispatchRequest(config) {
   });
 };
 
-},{"../cancel/isCancel":66,"../defaults":74,"./../helpers/combineURLs":78,"./../helpers/isAbsoluteURL":80,"./../utils":85,"./transformData":73}],71:[function(require,module,exports){
+},{"../cancel/isCancel":67,"../defaults":75,"./../helpers/combineURLs":79,"./../helpers/isAbsoluteURL":81,"./../utils":86,"./transformData":74}],72:[function(require,module,exports){
 'use strict';
 
 /**
@@ -11932,7 +12183,7 @@ module.exports = function enhanceError(error, config, code, request, response) {
   return error;
 };
 
-},{}],72:[function(require,module,exports){
+},{}],73:[function(require,module,exports){
 'use strict';
 
 var createError = require('./createError');
@@ -11960,7 +12211,7 @@ module.exports = function settle(resolve, reject, response) {
   }
 };
 
-},{"./createError":69}],73:[function(require,module,exports){
+},{"./createError":70}],74:[function(require,module,exports){
 'use strict';
 
 var utils = require('./../utils');
@@ -11982,7 +12233,7 @@ module.exports = function transformData(data, headers, fns) {
   return data;
 };
 
-},{"./../utils":85}],74:[function(require,module,exports){
+},{"./../utils":86}],75:[function(require,module,exports){
 (function (process){
 'use strict';
 
@@ -12078,7 +12329,7 @@ utils.forEach(['post', 'put', 'patch'], function forEachMethodWithData(method) {
 module.exports = defaults;
 
 }).call(this,require('_process'))
-},{"./adapters/http":62,"./adapters/xhr":62,"./helpers/normalizeHeaderName":82,"./utils":85,"_process":87}],75:[function(require,module,exports){
+},{"./adapters/http":63,"./adapters/xhr":63,"./helpers/normalizeHeaderName":83,"./utils":86,"_process":88}],76:[function(require,module,exports){
 'use strict';
 
 module.exports = function bind(fn, thisArg) {
@@ -12091,7 +12342,7 @@ module.exports = function bind(fn, thisArg) {
   };
 };
 
-},{}],76:[function(require,module,exports){
+},{}],77:[function(require,module,exports){
 'use strict';
 
 // btoa polyfill for IE<10 courtesy https://github.com/davidchambers/Base64.js
@@ -12129,7 +12380,7 @@ function btoa(input) {
 
 module.exports = btoa;
 
-},{}],77:[function(require,module,exports){
+},{}],78:[function(require,module,exports){
 'use strict';
 
 var utils = require('./../utils');
@@ -12199,7 +12450,7 @@ module.exports = function buildURL(url, params, paramsSerializer) {
   return url;
 };
 
-},{"./../utils":85}],78:[function(require,module,exports){
+},{"./../utils":86}],79:[function(require,module,exports){
 'use strict';
 
 /**
@@ -12215,7 +12466,7 @@ module.exports = function combineURLs(baseURL, relativeURL) {
     : baseURL;
 };
 
-},{}],79:[function(require,module,exports){
+},{}],80:[function(require,module,exports){
 'use strict';
 
 var utils = require('./../utils');
@@ -12270,7 +12521,7 @@ module.exports = (
   })()
 );
 
-},{"./../utils":85}],80:[function(require,module,exports){
+},{"./../utils":86}],81:[function(require,module,exports){
 'use strict';
 
 /**
@@ -12286,7 +12537,7 @@ module.exports = function isAbsoluteURL(url) {
   return /^([a-z][a-z\d\+\-\.]*:)?\/\//i.test(url);
 };
 
-},{}],81:[function(require,module,exports){
+},{}],82:[function(require,module,exports){
 'use strict';
 
 var utils = require('./../utils');
@@ -12356,7 +12607,7 @@ module.exports = (
   })()
 );
 
-},{"./../utils":85}],82:[function(require,module,exports){
+},{"./../utils":86}],83:[function(require,module,exports){
 'use strict';
 
 var utils = require('../utils');
@@ -12370,7 +12621,7 @@ module.exports = function normalizeHeaderName(headers, normalizedName) {
   });
 };
 
-},{"../utils":85}],83:[function(require,module,exports){
+},{"../utils":86}],84:[function(require,module,exports){
 'use strict';
 
 var utils = require('./../utils');
@@ -12425,7 +12676,7 @@ module.exports = function parseHeaders(headers) {
   return parsed;
 };
 
-},{"./../utils":85}],84:[function(require,module,exports){
+},{"./../utils":86}],85:[function(require,module,exports){
 'use strict';
 
 /**
@@ -12454,7 +12705,7 @@ module.exports = function spread(callback) {
   };
 };
 
-},{}],85:[function(require,module,exports){
+},{}],86:[function(require,module,exports){
 'use strict';
 
 var bind = require('./helpers/bind');
@@ -12759,7 +13010,7 @@ module.exports = {
   trim: trim
 };
 
-},{"./helpers/bind":75,"is-buffer":88}],86:[function(require,module,exports){
+},{"./helpers/bind":76,"is-buffer":89}],87:[function(require,module,exports){
 /*
  *  big.js v5.0.3
  *  A small, fast, easy-to-use library for arbitrary-precision decimal arithmetic.
@@ -13700,7 +13951,7 @@ module.exports = {
   }
 })(this);
 
-},{}],87:[function(require,module,exports){
+},{}],88:[function(require,module,exports){
 // shim for using process in browser
 var process = module.exports = {};
 
@@ -13886,7 +14137,7 @@ process.chdir = function (dir) {
 };
 process.umask = function() { return 0; };
 
-},{}],88:[function(require,module,exports){
+},{}],89:[function(require,module,exports){
 /*!
  * Determine if an object is a Buffer
  *
@@ -13909,7 +14160,7 @@ function isSlowBuffer (obj) {
   return typeof obj.readFloatLE === 'function' && typeof obj.slice === 'function' && isBuffer(obj.slice(0, 0))
 }
 
-},{}],89:[function(require,module,exports){
+},{}],90:[function(require,module,exports){
 //! moment-timezone.js
 //! version : 0.5.11
 //! Copyright (c) JS Foundation and other contributors
@@ -15111,7 +15362,7 @@ function isSlowBuffer (obj) {
 	return moment;
 }));
 
-},{"moment":93}],90:[function(require,module,exports){
+},{"moment":94}],91:[function(require,module,exports){
 module.exports={
 	"version": "2016j",
 	"zones": [
@@ -15711,11 +15962,11 @@ module.exports={
 		"Pacific/Pohnpei|Pacific/Ponape"
 	]
 }
-},{}],91:[function(require,module,exports){
+},{}],92:[function(require,module,exports){
 var moment = module.exports = require("./moment-timezone");
 moment.tz.load(require('./data/packed/latest.json'));
 
-},{"./data/packed/latest.json":90,"./moment-timezone":92}],92:[function(require,module,exports){
+},{"./data/packed/latest.json":91,"./moment-timezone":93}],93:[function(require,module,exports){
 //! moment-timezone.js
 //! version : 0.5.11
 //! Copyright (c) JS Foundation and other contributors
@@ -16318,7 +16569,7 @@ moment.tz.load(require('./data/packed/latest.json'));
 	return moment;
 }));
 
-},{"moment":93}],93:[function(require,module,exports){
+},{"moment":94}],94:[function(require,module,exports){
 //! moment.js
 
 ;(function (global, factory) {
@@ -19980,7 +20231,7 @@ moment.tz.load(require('./data/packed/latest.json'));
 
     addUnitAlias('date', 'D');
 
-    // PRIOROITY
+    // PRIORITY
     addUnitPriority('date', 9);
 
     // PARSING
@@ -20777,7 +21028,7 @@ moment.tz.load(require('./data/packed/latest.json'));
     // Side effect imports
 
 
-    hooks.version = '2.22.0';
+    hooks.version = '2.22.1';
 
     setHookCallback(createLocal);
 
@@ -20826,5 +21077,210 @@ moment.tz.load(require('./data/packed/latest.json'));
 
 })));
 
-},{}]},{},[1,5])(5)
+},{}],95:[function(require,module,exports){
+var v1 = require('./v1');
+var v4 = require('./v4');
+
+var uuid = v4;
+uuid.v1 = v1;
+uuid.v4 = v4;
+
+module.exports = uuid;
+
+},{"./v1":98,"./v4":99}],96:[function(require,module,exports){
+/**
+ * Convert array of 16 byte values to UUID string format of the form:
+ * XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX
+ */
+var byteToHex = [];
+for (var i = 0; i < 256; ++i) {
+  byteToHex[i] = (i + 0x100).toString(16).substr(1);
+}
+
+function bytesToUuid(buf, offset) {
+  var i = offset || 0;
+  var bth = byteToHex;
+  return bth[buf[i++]] + bth[buf[i++]] +
+          bth[buf[i++]] + bth[buf[i++]] + '-' +
+          bth[buf[i++]] + bth[buf[i++]] + '-' +
+          bth[buf[i++]] + bth[buf[i++]] + '-' +
+          bth[buf[i++]] + bth[buf[i++]] + '-' +
+          bth[buf[i++]] + bth[buf[i++]] +
+          bth[buf[i++]] + bth[buf[i++]] +
+          bth[buf[i++]] + bth[buf[i++]];
+}
+
+module.exports = bytesToUuid;
+
+},{}],97:[function(require,module,exports){
+(function (global){
+// Unique ID creation requires a high quality random # generator.  In the
+// browser this is a little complicated due to unknown quality of Math.random()
+// and inconsistent support for the `crypto` API.  We do the best we can via
+// feature-detection
+var rng;
+
+var crypto = global.crypto || global.msCrypto; // for IE 11
+if (crypto && crypto.getRandomValues) {
+  // WHATWG crypto RNG - http://wiki.whatwg.org/wiki/Crypto
+  var rnds8 = new Uint8Array(16); // eslint-disable-line no-undef
+  rng = function whatwgRNG() {
+    crypto.getRandomValues(rnds8);
+    return rnds8;
+  };
+}
+
+if (!rng) {
+  // Math.random()-based (RNG)
+  //
+  // If all else fails, use Math.random().  It's fast, but is of unspecified
+  // quality.
+  var rnds = new Array(16);
+  rng = function() {
+    for (var i = 0, r; i < 16; i++) {
+      if ((i & 0x03) === 0) r = Math.random() * 0x100000000;
+      rnds[i] = r >>> ((i & 0x03) << 3) & 0xff;
+    }
+
+    return rnds;
+  };
+}
+
+module.exports = rng;
+
+}).call(this,typeof global !== "undefined" ? global : typeof self !== "undefined" ? self : typeof window !== "undefined" ? window : {})
+},{}],98:[function(require,module,exports){
+var rng = require('./lib/rng');
+var bytesToUuid = require('./lib/bytesToUuid');
+
+// **`v1()` - Generate time-based UUID**
+//
+// Inspired by https://github.com/LiosK/UUID.js
+// and http://docs.python.org/library/uuid.html
+
+// random #'s we need to init node and clockseq
+var _seedBytes = rng();
+
+// Per 4.5, create and 48-bit node id, (47 random bits + multicast bit = 1)
+var _nodeId = [
+  _seedBytes[0] | 0x01,
+  _seedBytes[1], _seedBytes[2], _seedBytes[3], _seedBytes[4], _seedBytes[5]
+];
+
+// Per 4.2.2, randomize (14 bit) clockseq
+var _clockseq = (_seedBytes[6] << 8 | _seedBytes[7]) & 0x3fff;
+
+// Previous uuid creation time
+var _lastMSecs = 0, _lastNSecs = 0;
+
+// See https://github.com/broofa/node-uuid for API details
+function v1(options, buf, offset) {
+  var i = buf && offset || 0;
+  var b = buf || [];
+
+  options = options || {};
+
+  var clockseq = options.clockseq !== undefined ? options.clockseq : _clockseq;
+
+  // UUID timestamps are 100 nano-second units since the Gregorian epoch,
+  // (1582-10-15 00:00).  JSNumbers aren't precise enough for this, so
+  // time is handled internally as 'msecs' (integer milliseconds) and 'nsecs'
+  // (100-nanoseconds offset from msecs) since unix epoch, 1970-01-01 00:00.
+  var msecs = options.msecs !== undefined ? options.msecs : new Date().getTime();
+
+  // Per 4.2.1.2, use count of uuid's generated during the current clock
+  // cycle to simulate higher resolution clock
+  var nsecs = options.nsecs !== undefined ? options.nsecs : _lastNSecs + 1;
+
+  // Time since last uuid creation (in msecs)
+  var dt = (msecs - _lastMSecs) + (nsecs - _lastNSecs)/10000;
+
+  // Per 4.2.1.2, Bump clockseq on clock regression
+  if (dt < 0 && options.clockseq === undefined) {
+    clockseq = clockseq + 1 & 0x3fff;
+  }
+
+  // Reset nsecs if clock regresses (new clockseq) or we've moved onto a new
+  // time interval
+  if ((dt < 0 || msecs > _lastMSecs) && options.nsecs === undefined) {
+    nsecs = 0;
+  }
+
+  // Per 4.2.1.2 Throw error if too many uuids are requested
+  if (nsecs >= 10000) {
+    throw new Error('uuid.v1(): Can\'t create more than 10M uuids/sec');
+  }
+
+  _lastMSecs = msecs;
+  _lastNSecs = nsecs;
+  _clockseq = clockseq;
+
+  // Per 4.1.4 - Convert from unix epoch to Gregorian epoch
+  msecs += 12219292800000;
+
+  // `time_low`
+  var tl = ((msecs & 0xfffffff) * 10000 + nsecs) % 0x100000000;
+  b[i++] = tl >>> 24 & 0xff;
+  b[i++] = tl >>> 16 & 0xff;
+  b[i++] = tl >>> 8 & 0xff;
+  b[i++] = tl & 0xff;
+
+  // `time_mid`
+  var tmh = (msecs / 0x100000000 * 10000) & 0xfffffff;
+  b[i++] = tmh >>> 8 & 0xff;
+  b[i++] = tmh & 0xff;
+
+  // `time_high_and_version`
+  b[i++] = tmh >>> 24 & 0xf | 0x10; // include version
+  b[i++] = tmh >>> 16 & 0xff;
+
+  // `clock_seq_hi_and_reserved` (Per 4.2.2 - include variant)
+  b[i++] = clockseq >>> 8 | 0x80;
+
+  // `clock_seq_low`
+  b[i++] = clockseq & 0xff;
+
+  // `node`
+  var node = options.node || _nodeId;
+  for (var n = 0; n < 6; ++n) {
+    b[i + n] = node[n];
+  }
+
+  return buf ? buf : bytesToUuid(b);
+}
+
+module.exports = v1;
+
+},{"./lib/bytesToUuid":96,"./lib/rng":97}],99:[function(require,module,exports){
+var rng = require('./lib/rng');
+var bytesToUuid = require('./lib/bytesToUuid');
+
+function v4(options, buf, offset) {
+  var i = buf && offset || 0;
+
+  if (typeof(options) == 'string') {
+    buf = options == 'binary' ? new Array(16) : null;
+    options = null;
+  }
+  options = options || {};
+
+  var rnds = options.random || (options.rng || rng)();
+
+  // Per 4.4, set bits for version and `clock_seq_hi_and_reserved`
+  rnds[6] = (rnds[6] & 0x0f) | 0x40;
+  rnds[8] = (rnds[8] & 0x3f) | 0x80;
+
+  // Copy bytes to buffer, if provided
+  if (buf) {
+    for (var ii = 0; ii < 16; ++ii) {
+      buf[i + ii] = rnds[ii];
+    }
+  }
+
+  return buf || bytesToUuid(rnds);
+}
+
+module.exports = v4;
+
+},{"./lib/bytesToUuid":96,"./lib/rng":97}]},{},[1,5])(5)
 });

package/lib/gateway/PortfolioGateway.js

@@ -213,7 +213,7 @@ module.exports = (() => {
 				})
 				.withBody('portfolio data')
 				.withRequestInterceptor(requestInterceptorToUse)
-				.withResponseInterceptor(responseInterceptorForTransactionCreateDeserialization)
+				.withResponseInterceptor(responseInterceptorForTransactionMutateDeserialization)
 				.withErrorInterceptor(ErrorInterceptor.GENERAL)
 				.endpoint;
 
@@ -231,6 +231,7 @@ module.exports = (() => {
 						.withVariableParameter('sequence', 'sequence', 'sequence', false);
 				})
 				.withRequestInterceptor(requestInterceptorToUse)
+				.withResponseInterceptor(responseInterceptorForTransactionMutateDeserialization)
 				.withErrorInterceptor(ErrorInterceptor.GENERAL)
 				.endpoint;
 
@@ -480,7 +481,7 @@ module.exports = (() => {
 		 *
 		 * @public
 		 * @param {Object} transaction
-		 * @returns {Promise.<TransactionCreateResult>}
+		 * @returns {Promise.<TransactionMutateResult>}
 		 */
 		createTransaction(transaction) {
 			return Promise.resolve()
@@ -521,7 +522,7 @@ module.exports = (() => {
 		 * @param {String} position
 		 * @param {Number} transaction
 		 * @param {Boolean=} force
-		 * @returns {Promise.<Transaction[]>}
+		 * @returns {Promise.<TransactionMutateResult>}
 		 */
 		deleteTransaction(portfolio, position, sequence, force) {
 			return Promise.resolve()
@@ -696,11 +697,11 @@ module.exports = (() => {
 		try {
 			return JSON.parse(response.data, TransactionSchema.CLIENT.schema.getReviver());
 		} catch (e) {
-			console.error('Error serializing transaction data', e);
+			console.error('Error deserializing transaction data', e);
 		}
 	});
 
-	const responseInterceptorForTransactionCreateDeserialization = ResponseInterceptor.fromDelegate((response, ignored) => {
+	const responseInterceptorForTransactionMutateDeserialization = ResponseInterceptor.fromDelegate((response, ignored) => {
 		try {
 			const positions = response.data.positions.map(p => JSON.parse(p, PositionSchema.CLIENT.schema.getReviver()));
 			const summaries = response.data.summaries.map(s => JSON.parse(s, PositionSummarySchema.CLIENT.schema.getReviver()));
@@ -711,7 +712,7 @@ module.exports = (() => {
 				replaced: response.data.replaced
 			};
 		} catch (e) {
-			console.error('Error serializing transaction data', e);
+			console.error('Error deserializing mutate transaction data', e);
 		}
 	});
 
@@ -735,10 +736,11 @@ module.exports = (() => {
 	/**
 	 * The result of transaction create operation.
 	 *
-	 * @typedef TransactionCreateResult
+	 * @typedef TransactionMutateResult
 	 * @type {Object}
 	 * @property {Array.<Object>} positions - All positions updated as a consequence of processing the transaction.
 	 * @property {Array.<Object>} summaries - All position summaries updated as a consequence of processing the transaction.
+	 * @property {Boolean} replaced - If true, the position (and position summaries) need to be replaced.
 	 */
 
  	return PortfolioGateway;

package/lib/index.js

@@ -7,6 +7,6 @@ module.exports = (() => {
 	return {
 		JwtGateway: JwtGateway,
 		PortfolioGateway: PortfolioGateway,
-		version: '1.1.45'
+		version: '1.1.46'
 	};
 })();

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@barchart/portfolio-client-js",
-  "version": "1.1.45",
+  "version": "1.1.46",
   "description": "JavaScript library for interfacing with Barchart's Portfolio API",
   "author": {
     "name": "Bryan Ingle",