@finatic/client 0.0.138 → 0.0.140

package/dist/types/core/client/ApiClient.d.ts

@@ -4,10 +4,9 @@ import { BrokerOrderParams, BrokerExtras } from '../../types/api/broker';
 import { CryptoOrderOptions, OptionsOrderOptions, OrderResponse } from '../../types/api/orders';
 import { BrokerConnection } from '../../types/api/broker';
 import { OrdersFilter, PositionsFilter, AccountsFilter, BalancesFilter } from '../../types/api/broker';
-import { TradingContext } from '../../types/api/orders';
 import { PaginatedResult } from '../../types/common/pagination';
 import { PortalUrlResponse } from '../../types/api/core';
-import { DeviceInfo, SessionState, TokenInfo, SessionResponse, OtpRequestResponse, OtpVerifyResponse, SessionAuthenticateResponse, UserToken } from '../../types/api/auth';
+import { DeviceInfo, SessionState, SessionResponse, OtpRequestResponse, OtpVerifyResponse, SessionAuthenticateResponse, UserToken } from '../../types/api/auth';
 import { ApiError } from '../../utils/errors';
 export declare class ApiClient {
     private readonly baseUrl;
@@ -15,9 +14,6 @@ export declare class ApiClient {
     protected currentSessionState: SessionState | null;
     protected currentSessionId: string | null;
     private tradingContext;
-    private tokenInfo;
-    private refreshPromise;
-    private readonly REFRESH_BUFFER_MINUTES;
     private companyId;
     private csrfToken;
     constructor(baseUrl: string, deviceInfo?: DeviceInfo);
@@ -38,33 +34,24 @@ export declare class ApiClient {
      */
     getCurrentCsrfToken(): string | null;
     /**
-     * Store tokens after successful authentication
-     */
-    setTokens(accessToken: string, refreshToken: string, expiresAt: string, userId?: string): void;
-    /**
-     * Get the current access token, refreshing if necessary
+     * Get a valid access token (session-based auth - no tokens needed)
      */
     getValidAccessToken(): Promise<string>;
     /**
-     * Check if the current token is expired or about to expire
-     */
-    private isTokenExpired;
-    /**
-     * Refresh the access token using the refresh token
-     */
-    private refreshTokens;
-    /**
-     * Perform the actual token refresh request
+     * Perform the actual Supabase session refresh
      */
-    private performTokenRefresh;
     /**
-     * Clear stored tokens (useful for logout)
+     * Clear session tokens (useful for logout)
      */
     clearTokens(): void;
     /**
-     * Get current token info (for debugging/testing)
+     * Get current session info (for debugging/testing) - session-based auth
      */
-    getTokenInfo(): TokenInfo | null;
+    getTokenInfo(): {
+        accessToken: string;
+        refreshToken: string;
+        expiresAt: number;
+    } | null;
     /**
      * Make a request to the API.
      */
@@ -98,14 +85,12 @@ export declare class ApiClient {
         orderQty: number;
         action: 'Buy' | 'Sell';
         orderType: 'Market' | 'Limit' | 'Stop' | 'StopLimit';
-        assetType: 'Stock' | 'Option' | 'Crypto' | 'Future';
+        assetType: 'equity' | 'equity_option' | 'crypto' | 'forex' | 'future' | 'future_option';
     }, extras?: BrokerExtras, connection_id?: string): Promise<OrderResponse>;
     cancelBrokerOrder(orderId: string, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', extras?: any, connection_id?: string): Promise<OrderResponse>;
     modifyBrokerOrder(orderId: string, params: Partial<BrokerOrderParams>, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', extras?: any, connection_id?: string): Promise<OrderResponse>;
     setBroker(broker: 'robinhood' | 'tasty_trade' | 'ninja_trader'): void;
     setAccount(accountNumber: string, accountId?: string): void;
-    getTradingContext(): TradingContext;
-    clearTradingContext(): void;
     placeStockMarketOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras, connection_id?: string): Promise<OrderResponse>;
     placeStockLimitOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras, connection_id?: string): Promise<OrderResponse>;
     placeStockStopOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', stopPrice: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras, connection_id?: string): Promise<OrderResponse>;
@@ -125,6 +110,7 @@ export declare class ApiClient {
     getCurrentSessionState(): SessionState | null;
     /**
      * Refresh the current session to extend its lifetime
+     * Note: This now uses Supabase session refresh instead of custom endpoint
      */
     refreshSession(): Promise<{
         success: boolean;

package/dist/types/core/client/FinaticConnect.d.ts

@@ -1,7 +1,7 @@
 import { EventEmitter } from '../../utils/events';
 import { PaginatedResult } from '../../types/common/pagination';
-import { OrderResponse, TradingContext } from '../../types/api/orders';
-import { BrokerBalance, BrokerInfo, BrokerConnection, OrdersFilter, PositionsFilter, AccountsFilter, BalancesFilter, BrokerDataOrder, BrokerDataPosition, BrokerDataAccount, DisconnectCompanyResponse } from '../../types/api/broker';
+import { OrderResponse } from '../../types/api/orders';
+import { BrokerDataOptions, BrokerBalance, BrokerInfo, BrokerOrderParams, BrokerConnection, OrdersFilter, PositionsFilter, AccountsFilter, BalancesFilter, BrokerDataOrder, BrokerDataPosition, BrokerDataAccount, DisconnectCompanyResponse } from '../../types/api/broker';
 import { FinaticConnectOptions, PortalOptions } from '../../types/connect';
 interface DeviceInfo {
     ip_address: string;
@@ -28,47 +28,41 @@ export declare class FinaticConnect extends EventEmitter {
     private readonly SESSION_REFRESH_BUFFER_HOURS;
     private sessionStartTime;
     constructor(options: FinaticConnectOptions, deviceInfo?: DeviceInfo);
-    private handleTokens;
+    private linkUserToSession;
     /**
-     * Check if the user is fully authenticated (has userId, access token, and refresh token)
-     * @returns True if the user is fully authenticated and ready for API calls
+     * Store user ID for authentication state persistence
+     * @param userId - The user ID to store
      */
-    isAuthed(): boolean;
+    private storeUserId;
     /**
-     * Check if the client is authenticated (alias for isAuthed for consistency)
-     * @returns True if authenticated, false otherwise
+     * Check if the user is fully authenticated (has userId in session context)
+     * @returns True if the user is fully authenticated and ready for API calls
      */
-    is_authenticated(): boolean;
+    isAuthenticated(): Promise<boolean>;
     /**
      * Get user's orders with pagination and optional filtering
      * @param params - Query parameters including page, perPage, and filters
      * @returns Promise with paginated result that supports navigation
      */
-    getOrders(params?: {
-        page?: number;
-        perPage?: number;
-        filter?: OrdersFilter;
-    }): Promise<PaginatedResult<BrokerDataOrder[]>>;
+    getOrders(page?: number, perPage?: number, options?: BrokerDataOptions, filters?: OrdersFilter): Promise<PaginatedResult<BrokerDataOrder[]>>;
     /**
      * Get user's positions with pagination and optional filtering
      * @param params - Query parameters including page, perPage, and filters
      * @returns Promise with paginated result that supports navigation
      */
-    getPositions(params?: {
-        page?: number;
-        perPage?: number;
-        filter?: PositionsFilter;
-    }): Promise<PaginatedResult<BrokerDataPosition[]>>;
+    getPositions(page?: number, perPage?: number, options?: BrokerDataOptions, filters?: PositionsFilter): Promise<PaginatedResult<BrokerDataPosition[]>>;
     /**
      * Get user's accounts with pagination and optional filtering
      * @param params - Query parameters including page, perPage, and filters
      * @returns Promise with paginated result that supports navigation
      */
-    getAccounts(params?: {
-        page?: number;
-        perPage?: number;
-        filter?: AccountsFilter;
-    }): Promise<PaginatedResult<BrokerDataAccount[]>>;
+    getAccounts(page?: number, perPage?: number, options?: BrokerDataOptions, filters?: AccountsFilter): Promise<PaginatedResult<BrokerDataAccount[]>>;
+    /**
+     * Get user's balances with pagination and optional filtering
+     * @param params - Query parameters including page, perPage, and filters
+     * @returns Promise with paginated result that supports navigation
+     */
+    getBalances(page?: number, perPage?: number, options?: BrokerDataOptions, filters?: BalancesFilter): Promise<PaginatedResult<BrokerBalance[]>>;
     /**
      * Initialize the Finatic Connect SDK
      * @param token - The portal token from your backend
@@ -88,7 +82,6 @@ export declare class FinaticConnect extends EventEmitter {
      * Get the user and tokens for a completed session
      * @returns Promise with user information and tokens
      */
-    getSessionUser(): Promise<Record<string, any>>;
     private initializeWithUser;
     /**
      * Handle company access error by opening the portal
@@ -114,20 +107,7 @@ export declare class FinaticConnect extends EventEmitter {
      * Place a new order using the broker order API
      * @param order - Order details with broker context
      */
-    placeOrder(order: {
-        symbol: string;
-        quantity: number;
-        side: 'buy' | 'sell';
-        orderType: 'market' | 'limit' | 'stop' | 'stop_limit';
-        price?: number;
-        stopPrice?: number;
-        timeInForce: 'day' | 'gtc' | 'gtd' | 'ioc' | 'fok';
-        broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader';
-        accountNumber?: string;
-        assetType?: 'Stock' | 'Option' | 'Crypto' | 'Future';
-        order_id?: string;
-        connection_id?: string;
-    }): Promise<OrderResponse>;
+    placeOrder(order: BrokerOrderParams, extras?: BrokerExtras): Promise<OrderResponse>;
     /**
      * Cancel a broker order
      * @param orderId - The order ID to cancel
@@ -152,25 +132,6 @@ export 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)
      */
@@ -212,7 +173,7 @@ export declare class FinaticConnect extends EventEmitter {
      * @returns The current user ID or undefined if not authenticated
      * @throws AuthenticationError if user is not authenticated
      */
-    getUserId(): string | null;
+    getUserId(): Promise<string | null>;
     /**
      * Get list of supported brokers
      * @returns Promise with array of broker information
@@ -268,50 +229,6 @@ export declare class FinaticConnect extends EventEmitter {
      * @returns Promise with array of positions for the broker
      */
     getPositionsByBroker(brokerId: string): Promise<BrokerDataPosition[]>;
-    /**
-     * Get a specific page of orders with pagination metadata
-     * @param page - Page number (default: 1)
-     * @param perPage - Items per page (default: 100)
-     * @param filter - Optional filter parameters
-     * @returns Promise with paginated orders result
-     */
-    getOrdersPage(page?: number, perPage?: number, filter?: OrdersFilter): Promise<PaginatedResult<BrokerDataOrder[]>>;
-    /**
-     * Get a specific page of positions with pagination metadata
-     * @param page - Page number (default: 1)
-     * @param perPage - Items per page (default: 100)
-     * @param filter - Optional filter parameters
-     * @returns Promise with paginated positions result
-     */
-    getPositionsPage(page?: number, perPage?: number, filter?: PositionsFilter): Promise<PaginatedResult<BrokerDataPosition[]>>;
-    /**
-     * Get a specific page of accounts with pagination metadata
-     * @param page - Page number (default: 1)
-     * @param perPage - Items per page (default: 100)
-     * @param filter - Optional filter parameters
-     * @returns Promise with paginated accounts result
-     */
-    getAccountsPage(page?: number, perPage?: number, filter?: AccountsFilter): Promise<PaginatedResult<BrokerDataAccount[]>>;
-    getBalancesPage(page?: number, perPage?: number, filter?: BalancesFilter): Promise<PaginatedResult<BrokerBalance[]>>;
-    /**
-     * Get the next page of orders
-     * @param previousResult - The previous paginated result
-     * @returns Promise with next page of orders or null if no more pages
-     */
-    getNextOrdersPage(previousResult: PaginatedResult<BrokerDataOrder[]>): Promise<PaginatedResult<BrokerDataOrder[]> | null>;
-    /**
-     * Get the next page of positions
-     * @param previousResult - The previous paginated result
-     * @returns Promise with next page of positions or null if no more pages
-     */
-    getNextPositionsPage(previousResult: PaginatedResult<BrokerDataPosition[]>): Promise<PaginatedResult<BrokerDataPosition[]> | null>;
-    /**
-     * Get the next page of accounts
-     * @param previousResult - The previous paginated result
-     * @returns Promise with next page of accounts or null if no more pages
-     */
-    getNextAccountsPage(previousResult: PaginatedResult<BrokerDataAccount[]>): Promise<PaginatedResult<BrokerDataAccount[]> | null>;
-    getNextBalancesPage(previousResult: PaginatedResult<BrokerBalance[]>): Promise<PaginatedResult<BrokerBalance[]> | null>;
     /**
      * Get all orders across all pages (convenience method)
      * @param filter - Optional filter parameters

package/dist/types/index.d.ts

@@ -1,4 +1,4 @@
-export type { ApiConfig, ApiResponse, Order, OptionsOrder, BrokerAccount, PortfolioSnapshot, PerformanceMetrics, UserToken, Holding, Portfolio, PortalResponse, SessionInitResponse, SessionStartResponse, SessionResponse, OtpRequestResponse, OtpVerifyResponse, PortalUrlResponse, SessionValidationResponse, SessionAuthenticateResponse, RequestHeaders, SessionStatus, BrokerOrderParams, BrokerExtras, CryptoOrderOptions, OptionsOrderOptions, OrderResponse, TradingContext, DeviceInfo, BrokerOrder, BrokerPosition, BrokerBalance, BrokerDataOptions, BrokerInfo, TokenInfo, RefreshTokenRequest, RefreshTokenResponse, AccountsFilter, OrdersFilter, PositionsFilter, BalancesFilter, BrokerDataOrder, BrokerDataPosition, BrokerDataAccount, FilteredOrdersResponse, FilteredPositionsResponse, FilteredAccountsResponse, FilteredBalancesResponse, BrokerConnection, } from './types';
+export type { ApiConfig, ApiResponse, Order, OptionsOrder, BrokerAccount, PortfolioSnapshot, PerformanceMetrics, UserToken, Holding, Portfolio, PortalResponse, SessionInitResponse, SessionResponse, OtpRequestResponse, OtpVerifyResponse, PortalUrlResponse, SessionValidationResponse, SessionAuthenticateResponse, RequestHeaders, SessionStatus, BrokerOrderParams, BrokerExtras, CryptoOrderOptions, OptionsOrderOptions, OrderResponse, TradingContext, DeviceInfo, BrokerOrder, BrokerPosition, BrokerBalance, BrokerDataOptions, BrokerInfo, TokenInfo, RefreshTokenRequest, RefreshTokenResponse, AccountsFilter, OrdersFilter, PositionsFilter, BalancesFilter, BrokerDataOrder, BrokerDataPosition, BrokerDataAccount, FilteredOrdersResponse, FilteredPositionsResponse, FilteredAccountsResponse, FilteredBalancesResponse, BrokerConnection, } from './types';
 export type { FinaticConnectOptions, FinaticUserToken, PortalMessage } from './types/connect';
 export type { PortalProps, PortalTheme, PortalThemeConfig, PortalThemePreset, } from './types/portal';
 export type { TradeAccessDeniedError, OrderNotFoundError, ValidationError, } from './types/api/errors';
@@ -9,4 +9,3 @@ export * from './utils/errors';
 export * from './utils/events';
 export * from './utils/themeUtils';
 export { portalThemePresets } from './themes/portalPresets';
-export { MockFactory } from './mocks/MockFactory';

package/dist/types/mocks/MockApiClient.d.ts

@@ -1,4 +1,4 @@
-import { SessionResponse, OtpRequestResponse, OtpVerifyResponse, PortalUrlResponse, SessionValidationResponse, SessionAuthenticateResponse, UserToken, Order, BrokerInfo, BrokerAccount, BrokerOrder, BrokerPosition, BrokerBalance, BrokerConnection, BrokerDataOptions, BrokerOrderParams, BrokerExtras, CryptoOrderOptions, OptionsOrderOptions, OrderResponse, TradingContext, OrdersFilter, PositionsFilter, AccountsFilter, BalancesFilter, BrokerDataOrder, BrokerDataPosition, DisconnectCompanyResponse } from '../types';
+import { SessionResponse, OtpRequestResponse, OtpVerifyResponse, PortalUrlResponse, SessionValidationResponse, SessionAuthenticateResponse, UserToken, Order, BrokerInfo, BrokerAccount, BrokerOrder, BrokerPosition, BrokerBalance, BrokerConnection, BrokerDataOptions, BrokerOrderParams, BrokerExtras, CryptoOrderOptions, OptionsOrderOptions, OrderResponse, OrdersFilter, PositionsFilter, AccountsFilter, BalancesFilter, BrokerDataOrder, BrokerDataPosition, DisconnectCompanyResponse } from '../types';
 import { PaginatedResult } from '../types';
 import { DeviceInfo, SessionState, TokenInfo } from '../types/api/auth';
 import { MockDataProvider, MockConfig } from './MockDataProvider';
@@ -80,14 +80,12 @@ export declare class MockApiClient {
         orderQty: number;
         action: 'Buy' | 'Sell';
         orderType: 'Market' | 'Limit' | 'Stop' | 'StopLimit';
-        assetType: 'Stock' | 'Option' | 'Crypto' | 'Future';
+        assetType: 'equity' | 'equity_option' | 'crypto' | 'forex' | 'future' | 'future_option';
     }, extras?: BrokerExtras, connection_id?: string): Promise<OrderResponse>;
     cancelBrokerOrder(orderId: string, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', extras?: any, connection_id?: string): Promise<OrderResponse>;
     modifyBrokerOrder(orderId: string, params: Partial<BrokerOrderParams>, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', extras?: any, connection_id?: string): Promise<OrderResponse>;
     setBroker(broker: 'robinhood' | 'tasty_trade' | 'ninja_trader'): void;
     setAccount(accountNumber: string, accountId?: string): void;
-    getTradingContext(): TradingContext;
-    clearTradingContext(): void;
     placeStockMarketOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
     placeStockLimitOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
     placeStockStopOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', stopPrice: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;

package/dist/types/mocks/utils.d.ts

@@ -1,11 +1,6 @@
 /**
  * Utility functions for mock system environment detection
  */
-declare global {
-    var process: {
-        env: Record<string, string | undefined>;
-    } | undefined;
-}
 /**
  * Check if mocks should be used based on environment variables
  * Supports both browser and Node.js environments

package/dist/types/types/api/auth.d.ts

@@ -9,16 +9,6 @@ export interface SessionInitResponse {
         expires_at: string;
     };
 }
-export interface SessionResponseData {
-    session_id: string;
-    company_id: string;
-    status: 'pending';
-    expires_at: string;
-}
-export interface SessionStartResponse {
-    data: SessionResponseData;
-    message: 'Session started successfully';
-}
 export interface OtpRequestResponse {
     success: boolean;
     message: string;
@@ -37,17 +27,14 @@ export interface OtpVerifyResponse {
     };
 }
 export interface UserToken {
-    accessToken: string;
-    refreshToken: string;
-    expiresIn: number;
     user_id: string;
-    tokenType: string;
-    scope: string;
 }
 export interface SessionValidationResponse {
     valid: boolean;
     company_id: string;
     status: string;
+    is_sandbox: boolean;
+    environment: string;
 }
 export interface SessionAuthenticateResponse {
     success: boolean;
@@ -78,23 +65,18 @@ export interface TokenInfo {
     expiresAt: string;
     userId?: string;
 }
+export interface SessionResponseData {
+    session_id: string;
+    company_id: string;
+    status: string;
+    expires_at: string;
+    user_id?: string | null;
+    auto_login?: boolean;
+}
 export interface SessionResponse {
-    data: {
-        session_id: string;
-        state: SessionState;
-        device_info?: Record<string, string>;
-        company_id?: string;
-        status?: string;
-        expires_at?: string;
-        user_id?: string | null;
-        auto_login?: boolean;
-        access_token?: string;
-        refresh_token?: string;
-        expires_in?: number;
-        token_type?: string;
-        scope?: string;
-    };
+    success: boolean;
     message: string;
+    data: SessionResponseData;
 }
 export declare enum SessionState {
     PENDING = "PENDING",

package/dist/types/types/api/broker.d.ts

@@ -109,7 +109,7 @@ export interface BrokerOrderParams {
     broker: 'robinhood' | 'tasty_trade' | 'ninja_trader';
     order_id?: string;
     orderType: 'Market' | 'Limit' | 'Stop' | 'StopLimit';
-    assetType: 'Stock' | 'Option' | 'Crypto' | 'Future';
+    assetType: 'equity' | 'equity_option' | 'crypto' | 'forex' | 'future' | 'future_option';
     action: 'Buy' | 'Sell';
     timeInForce: 'day' | 'gtc' | 'gtd' | 'ioc' | 'fok';
     accountNumber: string | number;

package/dist/types/types/connect.d.ts

@@ -39,7 +39,10 @@ export interface PortalMessage {
 }
 export 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 */

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@finatic/client",
-  "version": "0.0.138",
+  "version": "0.0.140",
   "description": "Finatic Client SDK for browser integration",
   "type": "module",
   "publishConfig": {
@@ -8,18 +8,22 @@
   },
   "main": "./dist/index.js",
   "module": "./dist/index.mjs",
-  "types": "./dist/types/index.d.ts",
+  "types": "./dist/index.d.ts",
   "exports": {
     ".": {
       "import": "./dist/index.mjs",
       "require": "./dist/index.js",
-      "types": "./dist/types/index.d.ts"
+      "types": "./dist/index.d.ts"
     }
   },
   "engines": {
     "node": ">=16.0.0"
   },
+  "workspaces": [
+    "demo-app"
+  ],
   "files": [
+    "src",
     "dist"
   ],
   "scripts": {