@finatic/client 0.0.137 → 0.0.139

package/dist/index.d.ts

@@ -936,7 +936,10 @@ interface PortalMessage {
 }
 interface PortalOptions {
     /** Callback when user successfully connects */
-    onSuccess?: (userId: string) => void;
+    onSuccess?: (userId: string, tokens?: {
+        access_token?: string;
+        refresh_token?: string;
+    }) => void;
     /** Callback when an error occurs */
     onError?: (error: Error) => void;
     /** Callback when the portal is closed */
@@ -1383,6 +1386,25 @@ declare class FinaticConnect extends EventEmitter {
         side?: 'Buy' | 'Sell';
         order_id?: string;
     }>, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', connection_id?: string): Promise<OrderResponse>;
+    /**
+     * Set the broker context for trading
+     * @param broker - The broker to use for trading
+     */
+    setTradingContextBroker(broker: 'robinhood' | 'tasty_trade' | 'ninja_trader' | 'interactive_brokers' | 'tradestation'): void;
+    /**
+     * Set the account context for trading
+     * @param accountNumber - The account number to use for trading
+     * @param accountId - Optional account ID
+     */
+    setTradingContextAccount(accountNumber: string, accountId?: string): void;
+    /**
+     * Get the current trading context
+     */
+    getTradingContext(): TradingContext;
+    /**
+     * Clear the trading context
+     */
+    clearTradingContext(): void;
     /**
      * Place a stock market order (convenience method)
      */

package/dist/index.js

@@ -666,7 +666,7 @@ class ApiClient {
         return this.request('/brokers/data/orders', {
             method: 'GET',
             headers: {
-                'Authorization': `Bearer ${accessToken}`,
+                Authorization: `Bearer ${accessToken}`,
             },
         });
     }
@@ -747,8 +747,8 @@ class ApiClient {
                 order: {
                     order_id: orderId,
                     account_number: accountNumber,
-                    ...extras
-                }
+                    ...extras,
+                },
             };
         }
         return this.request(`/brokers/orders/${orderId}`, {
@@ -1026,7 +1026,7 @@ class ApiClient {
         return this.request(`/auth/session/${sessionId}/user`, {
             method: 'GET',
             headers: {
-                'Authorization': `Bearer ${accessToken}`,
+                Authorization: `Bearer ${accessToken}`,
             },
         });
     }
@@ -1053,12 +1053,9 @@ class ApiClient {
     }
     // Broker Data Management
     async getBrokerList() {
-        const accessToken = await this.getValidAccessToken();
+        // Public endpoint - no auth required
         return this.request('/brokers/', {
             method: 'GET',
-            headers: {
-                'Authorization': `Bearer ${accessToken}`,
-            },
         });
     }
     async getBrokerAccounts(options) {
@@ -1076,7 +1073,7 @@ class ApiClient {
         return this.request('/brokers/data/accounts', {
             method: 'GET',
             headers: {
-                'Authorization': `Bearer ${accessToken}`,
+                Authorization: `Bearer ${accessToken}`,
             },
             params,
         });
@@ -1096,7 +1093,7 @@ class ApiClient {
         return this.request('/brokers/data/orders', {
             method: 'GET',
             headers: {
-                'Authorization': `Bearer ${accessToken}`,
+                Authorization: `Bearer ${accessToken}`,
             },
             params,
         });
@@ -1116,7 +1113,7 @@ class ApiClient {
         return this.request('/brokers/data/positions', {
             method: 'GET',
             headers: {
-                'Authorization': `Bearer ${accessToken}`,
+                Authorization: `Bearer ${accessToken}`,
             },
             params,
         });
@@ -1136,7 +1133,7 @@ class ApiClient {
         return this.request('/brokers/data/balances', {
             method: 'GET',
             headers: {
-                'Authorization': `Bearer ${accessToken}`,
+                Authorization: `Bearer ${accessToken}`,
             },
             params,
         });
@@ -1146,7 +1143,7 @@ class ApiClient {
         return this.request('/brokers/connections', {
             method: 'GET',
             headers: {
-                'Authorization': `Bearer ${accessToken}`,
+                Authorization: `Bearer ${accessToken}`,
             },
         });
     }
@@ -1165,7 +1162,7 @@ class ApiClient {
         return this.request(url, {
             method: 'GET',
             headers: {
-                'Authorization': `Bearer ${accessToken}`,
+                Authorization: `Bearer ${accessToken}`,
             },
         });
     }
@@ -1486,7 +1483,7 @@ class ApiClient {
         return this.request(`/brokers/disconnect/${connectionId}`, {
             method: 'DELETE',
             headers: {
-                'Authorization': `Bearer ${accessToken}`,
+                Authorization: `Bearer ${accessToken}`,
             },
         });
     }
@@ -1549,7 +1546,6 @@ class PortalUI {
         this.messageHandler = null;
         this.sessionId = null;
         this.portalOrigin = null;
-        this.userToken = null;
         this.originalBodyStyle = null;
         this.createContainer();
     }
@@ -1682,9 +1678,11 @@ class PortalUI {
             case 'portal-success': {
                 // Handle both direct userId and data.userId formats
                 const successUserId = userId || (data && data.userId);
-                const successAccessToken = access_token || (data && data.access_token);
-                const successRefreshToken = refresh_token || (data && data.refresh_token);
-                this.handlePortalSuccess(successUserId, successAccessToken, successRefreshToken);
+                const tokens = {
+                    access_token: access_token || (data && data.access_token),
+                    refresh_token: refresh_token || (data && data.refresh_token)
+                };
+                this.handlePortalSuccess(successUserId, tokens);
                 break;
             }
             case 'portal-error': {
@@ -1704,7 +1702,7 @@ class PortalUI {
                 break;
             // Legacy support for old message types
             case 'success':
-                this.handleSuccess(userId, access_token, refresh_token);
+                this.handleSuccess(userId);
                 break;
             case 'error':
                 this.handleError(error);
@@ -1716,30 +1714,17 @@ class PortalUI {
                 console.warn('[PortalUI] Received unhandled message type:', type);
         }
     }
-    handlePortalSuccess(userId, accessToken, refreshToken) {
+    handlePortalSuccess(userId, tokens) {
         if (!userId) {
             console.error('[PortalUI] Missing userId in portal-success message');
             return;
         }
         console.log('[PortalUI] Portal success - User connected:', userId);
-        // If tokens are provided, store them internally
-        if (accessToken && refreshToken) {
-            const userToken = {
-                accessToken: accessToken,
-                refreshToken: refreshToken,
-                expiresIn: 3600, // Default to 1 hour
-                user_id: userId,
-                tokenType: 'Bearer',
-                scope: 'api:access',
-            };
-            this.userToken = userToken;
-            console.log('[PortalUI] Portal authentication successful');
-        }
-        else {
-            console.warn('[PortalUI] No tokens received from portal');
+        if (tokens?.access_token && tokens?.refresh_token) {
+            console.log('[PortalUI] Tokens received for user:', userId);
         }
         // Pass userId to parent (SDK will handle tokens internally)
-        this.options?.onSuccess?.(userId);
+        this.options?.onSuccess?.(userId, tokens);
     }
     handlePortalError(error) {
         console.error('[PortalUI] Portal error:', error);
@@ -1762,22 +1747,11 @@ class PortalUI {
             this.options.onEvent(data.type, data.data);
         }
     }
-    handleSuccess(userId, access_token, refresh_token) {
-        if (!userId || !access_token || !refresh_token) {
+    handleSuccess(userId) {
+        if (!userId) {
             console.error('[PortalUI] Missing required fields in success message');
             return;
         }
-        // Convert portal tokens to UserToken format
-        const userToken = {
-            accessToken: access_token,
-            refreshToken: refresh_token,
-            expiresIn: 3600, // Default to 1 hour
-            user_id: userId,
-            tokenType: 'Bearer',
-            scope: 'api:access',
-        };
-        // Store tokens internally
-        this.userToken = userToken;
         // Pass userId to parent
         this.options?.onSuccess?.(userId);
     }
@@ -1796,9 +1770,6 @@ class PortalUI {
             this.iframe.style.height = `${height}px`;
         }
     }
-    getTokens() {
-        return this.userToken;
-    }
 }
 
 /**
@@ -2831,7 +2802,7 @@ class MockApiClient {
             paramsBroker: params.broker,
             contextBroker: this.tradingContext.broker,
             paramsAccountNumber: params.accountNumber,
-            contextAccountNumber: this.tradingContext.accountNumber
+            contextAccountNumber: this.tradingContext.accountNumber,
         });
         const fullParams = {
             broker: (params.broker || this.tradingContext.broker) ||
@@ -2894,7 +2865,7 @@ class MockApiClient {
         console.log('MockApiClient.setAccount Debug:', {
             accountNumber,
             accountId,
-            previousContext: { ...this.tradingContext }
+            previousContext: { ...this.tradingContext },
         });
         this.tradingContext.accountNumber = accountNumber;
         this.tradingContext.accountId = accountId;
@@ -3039,7 +3010,7 @@ class MockApiClient {
     }
     // Broker Data Management
     async getBrokerList() {
-        await this.getValidAccessToken();
+        // Public in mock mode as well - no auth required
         return this.mockDataProvider.mockGetBrokerList();
     }
     async getBrokerAccounts(options) {
@@ -4483,6 +4454,196 @@ const orangeTheme = {
         hoverEnd: 'rgba(249, 115, 22, 0.08)',
     },
 };
+// StockAlgos theme - Clean professional theme matching StockAlgos website
+const stockAlgosTheme = {
+    mode: 'light', // Light mode like StockAlgos website
+    colors: {
+        background: {
+            primary: '#FFFFFF', // Clean white background
+            secondary: '#FFFFFF', // Also white for consistency
+            tertiary: '#F8FAFC', // Very light gray for subtle elevation
+            accent: 'rgba(79, 70, 229, 0.05)', // Very subtle blue accent
+            glass: '#FFFFFF', // Pure white, no transparency
+        },
+        status: {
+            connected: '#10B981', // Green for positive/connected
+            disconnected: '#EF4444', // Red for negative/disconnected  
+            warning: '#F59E0B', // Amber for warnings
+            pending: '#6366F1', // Indigo for pending states
+            error: '#EF4444', // Red for errors
+            success: '#10B981', // Green for success
+        },
+        text: {
+            primary: '#111827', // Very dark text for maximum contrast
+            secondary: '#374151', // Dark gray for secondary text
+            muted: '#6B7280', // Medium gray for muted text
+            inverse: '#FFFFFF', // White for text on dark backgrounds
+        },
+        border: {
+            primary: '#E5E7EB', // Light gray border
+            secondary: '#F3F4F6', // Very light gray border
+            hover: '#D1D5DB', // Slightly darker on hover
+            focus: '#4F46E5', // Blue focus border
+            accent: '#4F46E5', // Blue accent border
+        },
+        input: {
+            background: '#FFFFFF', // White input background
+            border: '#D1D5DB', // Slightly more visible light gray border
+            borderFocus: '#4F46E5', // Blue focus border
+            text: '#111827', // Darker text for better contrast
+            placeholder: '#6B7280', // Darker placeholder for visibility
+        },
+        button: {
+            primary: {
+                background: '#4F46E5', // Blue primary button
+                text: '#FFFFFF', // White text
+                hover: '#4338CA', // Darker blue on hover
+                active: '#3730A3', // Even darker on active
+            },
+            secondary: {
+                background: '#FFFFFF', // White background
+                text: '#4F46E5', // Blue text
+                border: '#E5E7EB', // Light gray border
+                hover: '#F8FAFC', // Very light gray on hover
+                active: '#F1F5F9', // Light gray on active
+            },
+        },
+    },
+    typography: {
+        fontFamily: {
+            primary: 'Inter, system-ui, -apple-system, sans-serif', // Clean, modern font like StockAlgos
+            secondary: 'Inter, system-ui, -apple-system, sans-serif',
+        },
+        fontSize: {
+            xs: '0.75rem', // 12px
+            sm: '0.875rem', // 14px
+            base: '1rem', // 16px
+            lg: '1.125rem', // 18px
+            xl: '1.25rem', // 20px
+            '2xl': '1.5rem', // 24px
+            '3xl': '1.875rem', // 30px
+            '4xl': '2.25rem', // 36px
+        },
+        fontWeight: {
+            normal: 400,
+            medium: 500,
+            semibold: 600,
+            bold: 700,
+            extrabold: 800,
+        },
+        lineHeight: {
+            tight: '1.25',
+            normal: '1.5',
+            relaxed: '1.75',
+        },
+    },
+    spacing: {
+        xs: '0.25rem', // 4px
+        sm: '0.5rem', // 8px
+        md: '1rem', // 16px
+        lg: '1.5rem', // 24px
+        xl: '2rem', // 32px
+        '2xl': '3rem', // 48px
+        '3xl': '4rem', // 64px
+    },
+    layout: {
+        containerMaxWidth: '1440px',
+        gridGap: '1rem',
+        cardPadding: '1.5rem',
+        borderRadius: {
+            sm: '0.25rem', // 4px
+            md: '0.5rem', // 8px
+            lg: '0.75rem', // 12px
+            xl: '1rem', // 16px
+            '2xl': '1.5rem', // 24px
+            full: '9999px',
+        },
+    },
+    components: {
+        brokerCard: {
+            width: '100%',
+            height: '180px',
+            logoSize: '64px',
+            padding: '1.5rem',
+        },
+        statusIndicator: {
+            size: '22px',
+            glowIntensity: 0.1, // Minimal glow for clean look
+        },
+        modal: {
+            background: '#FFFFFF', // Pure white modal background
+            backdrop: 'rgba(0, 0, 0, 0.4)', // Lighter backdrop
+        },
+        brokerCardModern: {
+            width: '150px',
+            height: '150px',
+            padding: '16px',
+            logoSize: '48px',
+            statusSize: '22px',
+        },
+        connectButton: {
+            width: '120px',
+            height: '120px',
+        },
+        themeSwitcher: {
+            indicatorSize: '24px',
+        },
+    },
+    effects: {
+        glassmorphism: {
+            enabled: false, // Disable glass effects for clean look
+            blur: '0px',
+            opacity: 0,
+            border: 'rgba(0, 0, 0, 0.1)',
+        },
+        animations: {
+            enabled: true,
+            duration: {
+                fast: '150ms',
+                normal: '200ms', // Faster, more subtle animations
+                slow: '300ms',
+            },
+            easing: {
+                default: 'cubic-bezier(0.4, 0, 0.2, 1)',
+                smooth: 'cubic-bezier(0.25, 0.46, 0.45, 0.94)',
+                bounce: 'cubic-bezier(0.68, -0.55, 0.265, 1.55)',
+            },
+        },
+        shadows: {
+            sm: '0 1px 2px rgba(0, 0, 0, 0.05)', // Very subtle shadows
+            md: '0 4px 6px rgba(0, 0, 0, 0.07)',
+            lg: '0 10px 15px rgba(0, 0, 0, 0.1)',
+            xl: '0 20px 25px rgba(0, 0, 0, 0.1)',
+            card: '0 1px 3px rgba(0, 0, 0, 0.1), 0 1px 2px rgba(0, 0, 0, 0.06)', // Clean card shadow
+            cardHover: '0 4px 6px rgba(0, 0, 0, 0.1), 0 2px 4px rgba(0, 0, 0, 0.06)', // Subtle hover shadow
+            glow: '0 0 0px transparent', // No glow effects
+            focus: '0 0 0 3px rgba(79, 70, 229, 0.1)', // Subtle focus ring
+        },
+    },
+    branding: {
+        logo: '/stockalgos-logo.png', // Custom logo path
+        companyName: 'StockAlgos', // Company name
+        favicon: '/stockalgos-favicon.ico', // Custom favicon
+        primaryColor: '#4F46E5', // Indigo brand color
+    },
+    // Minimal glow effects
+    glow: {
+        primary: 'transparent',
+        secondary: 'transparent',
+        card: 'transparent',
+        cardHover: 'rgba(79, 70, 229, 0.05)', // Very subtle
+        button: 'transparent',
+        focus: 'rgba(79, 70, 229, 0.1)',
+        scrollbar: 'transparent',
+    },
+    // Minimal gradients
+    gradients: {
+        start: 'rgba(79, 70, 229, 0.02)',
+        end: 'rgba(79, 70, 229, 0.01)',
+        hoverStart: 'rgba(79, 70, 229, 0.05)',
+        hoverEnd: 'rgba(79, 70, 229, 0.02)',
+    },
+};
 // Theme preset mapping
 const portalThemePresets = {
     dark: darkTheme,
@@ -4491,6 +4652,7 @@ const portalThemePresets = {
     purple: purpleTheme,
     green: greenTheme,
     orange: orangeTheme,
+    stockAlgos: stockAlgosTheme,
 };
 
 /**
@@ -4942,7 +5104,7 @@ class FinaticConnect extends EventEmitter {
             expires_in: this.userToken.expiresIn,
             token_type: this.userToken.tokenType,
             scope: this.userToken.scope,
-            company_id: this.companyId
+            company_id: this.companyId,
         };
     }
     async initializeWithUser(userId) {
@@ -5018,21 +5180,15 @@ class FinaticConnect extends EventEmitter {
             }
             // Show portal
             this.portalUI.show(themedPortalUrl, this.sessionId || '', {
-                onSuccess: async (userId) => {
+                onSuccess: async (userId, tokens) => {
                     try {
                         if (!this.sessionId) {
                             throw new SessionError('Session not initialized');
                         }
-                        // Get tokens from portal UI
-                        const userToken = this.portalUI.getTokens();
-                        if (!userToken) {
-                            throw new Error('No tokens received from portal');
+                        // Handle tokens if provided
+                        if (tokens?.access_token && tokens?.refresh_token) {
+                            this.handleTokens(tokens);
                         }
-                        // Set the tokens internally
-                        this.userToken = userToken;
-                        // Set tokens in ApiClient for automatic token management
-                        const expiresAt = new Date(Date.now() + 3600 * 1000).toISOString(); // 1 hour from now
-                        this.apiClient.setTokens(userToken.accessToken, userToken.refreshToken, expiresAt, userId);
                         // Emit portal success event
                         this.emit('portal:success', userId);
                         // Emit legacy success event
@@ -5213,7 +5369,7 @@ class FinaticConnect extends EventEmitter {
      * Set the broker context for trading
      * @param broker - The broker to use for trading
      */
-    setBroker(broker) {
+    setTradingContextBroker(broker) {
         this.apiClient.setBroker(broker);
     }
     /**
@@ -5221,7 +5377,7 @@ class FinaticConnect extends EventEmitter {
      * @param accountNumber - The account number to use for trading
      * @param accountId - Optional account ID
      */
-    setAccount(accountNumber, accountId) {
+    setTradingContextAccount(accountNumber, accountId) {
         this.apiClient.setAccount(accountNumber, accountId);
     }
     /**
@@ -5371,33 +5527,6 @@ class FinaticConnect extends EventEmitter {
             throw error;
         }
     }
-    /**
-     * Set the broker context for trading operations
-     * @param broker - The broker to set as context
-     */
-    setBroker(broker) {
-        this.apiClient.setBroker(broker);
-    }
-    /**
-     * Set the account context for trading operations
-     * @param accountNumber - The account number to set as context
-     */
-    setAccount(accountNumber) {
-        this.apiClient.setAccount(accountNumber);
-    }
-    /**
-     * Get the current trading context
-     * @returns Object with current broker and account context
-     */
-    getTradingContext() {
-        return this.apiClient.getTradingContext();
-    }
-    /**
-     * Clear the trading context
-     */
-    clearTradingContext() {
-        this.apiClient.clearTradingContext();
-    }
     /**
      * Get the current user ID
      * @returns The current user ID or undefined if not authenticated
@@ -5417,9 +5546,9 @@ class FinaticConnect extends EventEmitter {
      * @returns Promise with array of broker information
      */
     async getBrokerList() {
-        if (!this.isAuthed()) {
-            throw new AuthenticationError('Not authenticated');
-        }
+        // if (!this.isAuthed()) {
+        //   throw new AuthenticationError('Not authenticated');
+        // }
         const response = await this.apiClient.getBrokerList();
         const baseUrl = this.baseUrl.replace('/api/v1', ''); // Remove /api/v1 to get the base URL
         // Transform the broker list to include full logo URLs