@barchart/portfolio-client-js 10.4.0 → 10.5.1

package/lib/gateway/PortfolioGateway.js

@@ -17,6 +17,7 @@ const BrokerageReportAvailabilitySchema = require('@barchart/portfolio-api-commo
 	TransactionSchema = require('@barchart/portfolio-api-common/lib/serialization/TransactionSchema');
 
 const PositionSummaryFrame = require('@barchart/portfolio-api-common/lib/data/PositionSummaryFrame'),
+	SnapTradeLinkMode = require('@barchart/portfolio-api-common/lib/data/SnapTradeLinkMode'),
 	SnapTradeLinkStatus = require('@barchart/portfolio-api-common/lib/data/SnapTradeLinkStatus');
 
 const EndpointBuilder = require('@barchart/common-js/api/http/builders/EndpointBuilder'),
@@ -631,6 +632,9 @@ module.exports = (() => {
 						.withLiteralParameter('accounts', 'accounts')
 						.withVariableParameter('account', 'account', 'account', false);
 				})
+				.withQueryBuilder((qb) => {
+					qb.withVariableParameter('mode', 'mode', 'mode', true, mode => mode.code);
+				})
 				.withRequestInterceptor(requestInterceptor)
 				.withResponseInterceptor(responseInterceptorForSnapTradeAccountLinkResponse)
 				.withErrorInterceptor(errorInterceptor)
@@ -670,6 +674,9 @@ module.exports = (() => {
 						.withLiteralParameter('accounts', 'accounts')
 						.withVariableParameter('account', 'account', 'account', false);
 				})
+				.withQueryBuilder((qb) => {
+					qb.withVariableParameter('mode', 'mode', 'mode', true, mode => mode.code);
+				})
 				.withRequestInterceptor(requestInterceptor)
 				.withResponseInterceptor(responseInterceptorForSnapTradeAccountLinkResponse)
 				.withErrorInterceptor(errorInterceptor)
@@ -762,7 +769,7 @@ module.exports = (() => {
 		 * @public
 		 * @async
 		 * @param {String} symbol - The instrument symbol.
-		 * @param {Day=} day - The date the closing price is requested.
+		 * @param {Day} day - The date the closing price is requested.
 		 * @returns {Promise<Object>}
 		 */
 		async readInstrumentClosing(symbol, day) {
@@ -1548,15 +1555,23 @@ module.exports = (() => {
 		 * @async
 		 * @param {String} connection - The SnapTrade identifier for the brokerage connection.
 		 * @param {String} account - The SnapTrade identifier for the brokerage account.
+		 * @param {SnapTradeLinkMode=} mode - The strategy used when importing positions into the linked portfolio.
 		 * @returns {Promise<Schema.SnapTradeLinkingReport>}
 		 */
-		async linkSnapTradeAccount(connection, account) {
+		async linkSnapTradeAccount(connection, account, mode) {
 			checkStart.call(this);
 
 			assert.argumentIsRequired(connection, 'connection', String);
 			assert.argumentIsRequired(account, 'account', String);
+			assert.argumentIsOptional(mode, 'mode', SnapTradeLinkMode, 'SnapTradeLinkMode');
+
+			const payload = { connection, account };
 
-			return Gateway.invoke(this._linkSnapTradeAccountEndpoint, { connection, account });
+			if (mode) {
+				payload.mode = mode;
+			}
+
+			return Gateway.invoke(this._linkSnapTradeAccountEndpoint, payload);
 		}
 
 		/**
@@ -1582,15 +1597,23 @@ module.exports = (() => {
 		 * @async
 		 * @param {String} connection - The SnapTrade identifier for the brokerage connection.
 		 * @param {String} account - The SnapTrade identifier for the brokerage account.
+		 * @param {SnapTradeLinkMode=} mode - The strategy used when importing positions into the linked portfolio.
 		 * @returns {Promise<Schema.SnapTradeLinkingReport>}
 		 */
-		async refreshSnapTradeAccount(connection, account) {
+		async refreshSnapTradeAccount(connection, account, mode) {
 			checkStart.call(this);
 
 			assert.argumentIsRequired(connection, 'connection', String);
 			assert.argumentIsRequired(account, 'account', String);
+			assert.argumentIsOptional(mode, 'mode', SnapTradeLinkMode, 'SnapTradeLinkMode');
+
+			const payload = { connection, account };
+
+			if (mode) {
+				payload.mode = mode;
+			}
 
-			return Gateway.invoke(this._refreshSnapTradeAccountEndpoint, { connection, account });
+			return Gateway.invoke(this._refreshSnapTradeAccountEndpoint, payload);
 		}
 
 		/**
@@ -1977,6 +2000,7 @@ module.exports = (() => {
 
 			accounts.forEach((account) => {
 				if (account.link) {
+					account.link.mode = SnapTradeLinkMode.parse(account.link.mode);
 					account.link.status = SnapTradeLinkStatus.parse(account.link.status);
 					account.link.timestamp = Timestamp.parse(account.link.timestamp);
 				}

package/lib/index.js

@@ -7,6 +7,6 @@ module.exports = (() => {
 	return {
 		JwtProvider: JwtProvider,
 		PortfolioGateway: PortfolioGateway,
-		version: '10.4.0'
+		version: '10.5.1'
 	};
 })();

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@barchart/portfolio-client-js",
-  "version": "10.4.0",
+  "version": "10.5.1",
   "description": "JavaScript SDK for Barchart's Portfolio Service",
   "homepage": "https://docs.barchart.com/portfolio/#/",
   "author": {
@@ -8,7 +8,15 @@
     "email": "bryan.ingle@barchart.com",
     "url": "https://www.barchart.com"
   },
+  "contributors": [
+    {
+      "name": "Luka Sotra",
+      "email": "luka.sotra@barchart.com",
+      "url": "https://www.barchart.com"
+    }
+  ],
   "scripts": {
+    "clean": "rm -rf node_modules",
     "test": "echo \"Error: Please use gulp to run tests\" && exit 1"
   },
   "repository": {
@@ -29,7 +37,7 @@
   ],
   "dependencies": {
     "@barchart/common-js": "^4.70.0",
-    "@barchart/portfolio-api-common": "^7.4.0"
+    "@barchart/portfolio-api-common": "^7.5.2"
   },
   "devDependencies": {
     "@babel/core": "^7.11.1",