@huskly/ibkr-client 2.4.3 → 2.7.1

package/README.md

@@ -75,6 +75,70 @@ Version 2.0.0 makes session and write safety evidence explicit:
 - Handle both `requested` and `recovery_required` cancellation results. Only an unambiguous broker
   acknowledgement returns `requested`.
 
+## Flex statement evidence
+
+`FlexClient` is a separate, read-only client for the
+[IBKR Flex Web Service](https://www.interactivebrokers.com/docs/web-api/flex-web-service/introduction).
+It does not use OAuth brokerage credentials or create a brokerage session.
+
+```typescript
+import { FlexClient } from "@huskly/ibkr-client";
+
+// Obtain these values from private deployment settings, not a tracked file.
+const flex = new FlexClient(flexToken);
+const referenceCode = await flex.requestReport(
+  {
+    queryId,
+    fromDate: "20260901",
+    toDate: "20260902",
+  },
+  abortSignal
+);
+
+// Schedule this call after generation. A report can still be pending.
+const result = await flex.readStatement(referenceCode, abortSignal);
+if (result.status === "pending") {
+  // Schedule another read of this reference code. Do not request a new report.
+} else {
+  consumeStatementEvidence(result.statements, result.observedAtEpochMillis);
+}
+```
+
+Create a Flex Web Service token and an Activity Flex Query in Client Portal first.
+Use an unfiltered query with detailed Cash Transactions and Transfers sections,
+all cash-transaction types, account identity, transaction identity, source amount,
+currency, date/time, and statement date range. Retain the query's time-zone and
+date/time format settings. A query that omits a section, filters rows, aggregates
+transactions, or reports only trade confirmations cannot prove cash-flow coverage.
+The client does not inspect the saved query's configuration or certify completeness.
+
+Each method makes one GET request to the fixed documented HTTPS host. It ignores
+any URL returned by generation, refuses redirects, and uses a 30-second deadline
+plus optional caller cancellation. There is no automatic retry or polling loop.
+The caller must obey IBKR's generation limits: at most one request per second and
+10 per minute. `requestReport()` returns the reference code, not statement data.
+`readStatement()` returns `pending` only for error code `1019`. Other service
+refusals throw `FlexServiceError` with a validated four-digit code or `null`.
+Errors omit private response text and token-bearing URLs, including error causes.
+Never log tokens, request URLs, reference codes, or raw statement evidence.
+
+`parseFlexStatement(xml)` is also exported for an already retrieved XML report.
+Each result preserves statement attributes and CashTransaction/Transfer attributes
+as strings. Missing sections are `null`; explicitly empty sections are `[]`.
+Missing currency or time fields are not inferred. XML entities such as `&`
+are decoded, but DTD and entity declarations are refused. Malformed structures,
+repeated target sections, unexpected target rows, and inconsistent stated counts
+are refused rather than silently discarded. Other statement sections are not
+part of this focused result. Input is limited to 8 MiB of UTF-8 data and 32 nested
+tags. XML parser diagnostics are not exposed because they can contain private data.
+
+A ready report can lag current balances. Validate report identity, source dates,
+query configuration, currencies, event classification, and corrections before
+using it for performance. Date-only or ambiguous local times do not establish an
+intraday flow time. The returned observation time is when this client parsed the
+report, not when its financial data became effective. The existing contract-filtered
+`fetchTransactionHistory()` is unchanged and is not an account-wide cash-flow feed.
+
 ## Library API
 
 `IbkrClient` owns IBKR authentication, requests, raw response types, and
@@ -147,6 +211,10 @@ validated at runtime. Its broker-neutral account API includes:
   settlement style on this endpoint, and a known adjusted class (`TLRY1`) reports the same
   `multiplier` `"100"` and the same `cfi_code` `"OPXXXS"` as a standard class (`SPY`). The CONSUMER
   decides what the facts qualify.
+- `resolveEquityContract(symbol)` returns one exact SMART-routed US `STK` identity. It requires
+  one IBKR `isUS` listing and verifies the conid, symbol, security type, USD currency, and SMART
+  routing against `iserver/contract/{conid}/info`. Empty, ambiguous, incomplete, or conflicting
+  evidence fails closed.
 - `getQuotes()` and `searchInstruments()` for equity/ETF discovery and quotes. Quote requests accept
   a symbol and an optional broker ID. A broker ID reads that exact contract without symbol
   discovery. A request without one can also resolve a complete OSI option symbol without loading
@@ -475,6 +543,15 @@ normalized result includes paper/live environment, commission, initial and maint
 warnings, rejection reasons, and `submitted: false`. An incomplete nominal success fails closed.
 Permission metadata is diagnostic only; the What-If response remains authoritative.
 
+### Guarded US equity order execution
+
+`resolveEquityContract(symbol)` must produce the exact contract before an order can be previewed.
+`previewEquityOrder(...)` sends one What-If request and always returns `submitted: false`.
+`submitEquityOrder(...)` accepts only BUY or SELL limit orders for positive whole-share quantities
+and requires a stable client order ID. `cancelEquityOrder(...)` sends one cancellation request. These
+broker writes never retry automatically. Warning, lifecycle, and recovery evidence use the same
+strict normalization as single derivative orders.
+
 ### Guarded derivative order execution
 
 `IbkrClient` implements a separate `DerivativeExecutionClient` capability for callers that have

package/dist/flex/flexClient.d.ts

@@ -0,0 +1,17 @@
+import type { FlexReportRequest, FlexStatementResult } from "./types.js";
+/** A redacted refusal. Only the provider's four-digit error code is retained. */
+export declare class FlexServiceError extends Error {
+    readonly code: string | null;
+    constructor(code: string | null);
+}
+/** Read-only Flex transport. It has no brokerage session or order capability. */
+export declare class FlexClient {
+    #private;
+    constructor(token: string);
+    /** Generate once. The caller owns scheduling and the documented pacing limits. */
+    requestReport(input: FlexReportRequest, signal?: AbortSignal): Promise<string>;
+    /** Retrieve once. A pending report must be scheduled by the caller, not polled here. */
+    readStatement(referenceCode: string, signal?: AbortSignal): Promise<FlexStatementResult>;
+    private request;
+}
+//# sourceMappingURL=flexClient.d.ts.map

package/dist/flex/flexClient.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"flexClient.d.ts","sourceRoot":"","sources":["../../src/flex/flexClient.ts"],"names":[],"mappings":"AACA,OAAO,KAAK,EAAE,iBAAiB,EAAE,mBAAmB,EAAE,MAAM,YAAY,CAAC;AAIzE,iFAAiF;AACjF,qBAAa,gBAAiB,SAAQ,KAAK;IACzC,QAAQ,CAAC,IAAI,EAAE,MAAM,GAAG,IAAI,CAAC;gBACjB,IAAI,EAAE,MAAM,GAAG,IAAI;CAUhC;AAuDD,iFAAiF;AACjF,qBAAa,UAAU;;gBAGT,KAAK,EAAE,MAAM;IAKzB,kFAAkF;IAC5E,aAAa,CAAC,KAAK,EAAE,iBAAiB,EAAE,MAAM,CAAC,EAAE,WAAW,GAAG,OAAO,CAAC,MAAM,CAAC;IAuBpF,wFAAwF;IAClF,aAAa,CAAC,aAAa,EAAE,MAAM,EAAE,MAAM,CAAC,EAAE,WAAW,GAAG,OAAO,CAAC,mBAAmB,CAAC;YAchF,OAAO;CAiCtB"}

package/dist/flex/flexClient.js

@@ -0,0 +1,153 @@
+import { FLEX_MAX_BYTES, flexStatementsOf, object, parseFlexDocument } from "./flexStatement.js";
+const BASE = "https://ndcdyn.interactivebrokers.com/AccountManagement/FlexWebService";
+/** A redacted refusal. Only the provider's four-digit error code is retained. */
+export class FlexServiceError extends Error {
+    code;
+    constructor(code) {
+        const safe = code !== null && /^\d{4}$/.test(code) ? code : null;
+        super(safe === null
+            ? "Flex service refused the request"
+            : `Flex service refused the request (${safe})`);
+        this.name = "FlexServiceError";
+        this.code = safe;
+    }
+}
+function identifier(value) {
+    if (!/^\d{1,64}$/.test(value))
+        throw new Error("Invalid Flex query or reference identifier");
+}
+function reportDay(value) {
+    if (!/^\d{8}$/.test(value))
+        throw new Error("Invalid Flex report date");
+    const iso = `${value.slice(0, 4)}-${value.slice(4, 6)}-${value.slice(6, 8)}`;
+    const timestamp = Date.parse(`${iso}T00:00:00Z`);
+    if (!Number.isFinite(timestamp) || new Date(timestamp).toISOString().slice(0, 10) !== iso) {
+        throw new Error("Invalid Flex report date");
+    }
+}
+function serviceResponse(document) {
+    if (Object.keys(document).length !== 1)
+        throw new Error("Malformed Flex service response");
+    return object(document["FlexStatementResponse"]);
+}
+function failure(response) {
+    const code = response["ErrorCode"];
+    return new FlexServiceError(typeof code === "string" ? code : null);
+}
+async function boundedText(response, signal) {
+    const reader = response.body?.getReader();
+    if (reader === undefined)
+        throw new Error("Empty Flex response");
+    try {
+        const statedLength = Number(response.headers.get("content-length"));
+        if (statedLength > FLEX_MAX_BYTES)
+            throw new Error("Oversized Flex response");
+        const chunks = [];
+        let bytes = 0;
+        for (;;) {
+            signal.throwIfAborted();
+            const next = await reader.read();
+            if (next.done)
+                break;
+            const chunk = next.value;
+            if (!(chunk instanceof Uint8Array))
+                throw new Error("Malformed Flex response stream");
+            bytes += chunk.byteLength;
+            if (bytes > FLEX_MAX_BYTES)
+                throw new Error("Oversized Flex response");
+            chunks.push(chunk);
+        }
+        signal.throwIfAborted();
+        return new TextDecoder("utf-8", { fatal: true }).decode(Buffer.concat(chunks));
+    }
+    finally {
+        try {
+            await reader.cancel();
+        }
+        catch {
+            /* Do not expose a transport diagnostic. */
+        }
+        reader.releaseLock();
+    }
+}
+/** Read-only Flex transport. It has no brokerage session or order capability. */
+export class FlexClient {
+    #token;
+    constructor(token) {
+        if (token.trim() === "")
+            throw new Error("A Flex access token is required");
+        this.#token = token;
+    }
+    /** Generate once. The caller owns scheduling and the documented pacing limits. */
+    async requestReport(input, signal) {
+        identifier(input.queryId);
+        reportDay(input.fromDate);
+        reportDay(input.toDate);
+        if (input.fromDate > input.toDate)
+            throw new Error("Flex report dates are not ordered");
+        const document = await this.request("SendRequest", {
+            q: input.queryId,
+            fd: input.fromDate,
+            td: input.toDate,
+        }, signal);
+        const response = serviceResponse(document);
+        if (response["Status"] === "Fail")
+            throw failure(response);
+        if (response["Status"] !== "Success" || typeof response["ReferenceCode"] !== "string") {
+            throw new Error("Malformed Flex generation acknowledgement");
+        }
+        identifier(response["ReferenceCode"]);
+        return response["ReferenceCode"];
+    }
+    /** Retrieve once. A pending report must be scheduled by the caller, not polled here. */
+    async readStatement(referenceCode, signal) {
+        identifier(referenceCode);
+        const document = await this.request("GetStatement", { q: referenceCode }, signal);
+        if (document["FlexStatementResponse"] !== undefined) {
+            const response = serviceResponse(document);
+            if (response["Status"] !== "Fail")
+                throw new Error("Malformed Flex retrieval response");
+            const error = failure(response);
+            if (error.code === "1019")
+                return { status: "pending", code: "1019" };
+            throw error;
+        }
+        const statements = flexStatementsOf(document);
+        return { status: "ready", observedAtEpochMillis: Date.now(), statements };
+    }
+    async request(operation, params, caller) {
+        const deadline = AbortSignal.timeout(30_000);
+        // AbortSignal.any requires Node 20.3; keep the package's Node 20.0 contract.
+        const controller = new AbortController();
+        const abort = () => {
+            controller.abort();
+        };
+        deadline.addEventListener("abort", abort, { once: true });
+        caller?.addEventListener("abort", abort, { once: true });
+        if (caller?.aborted === true || deadline.aborted)
+            abort();
+        const signal = controller.signal;
+        let text;
+        try {
+            signal.throwIfAborted();
+            const url = new URL(`${BASE}/${operation}`);
+            url.search = new URLSearchParams({ ...params, t: this.#token, v: "3" }).toString();
+            const response = await fetch(url, { method: "GET", redirect: "error", signal });
+            if (!response.ok)
+                throw new Error("Flex HTTP refusal");
+            text = await boundedText(response, signal);
+        }
+        catch {
+            // No cause: fetch errors can contain token-bearing URLs or response data.
+            if (signal.aborted)
+                throw new DOMException("Flex request aborted", "AbortError");
+            throw new Error("Flex request failed");
+        }
+        finally {
+            deadline.removeEventListener("abort", abort);
+            caller?.removeEventListener("abort", abort);
+        }
+        return parseFlexDocument(text);
+    }
+}
+//# sourceMappingURL=flexClient.js.map

package/dist/flex/flexClient.js.map

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package/dist/flex/flexStatement.d.ts

@@ -0,0 +1,10 @@
+import type { FlexStatementEvidence } from "./types.js";
+/** A bound on both HTTP bytes and direct parser input. */
+export declare const FLEX_MAX_BYTES: number;
+export declare function object(value: unknown): Record<string, unknown>;
+/** Never include the XML parser's diagnostic: it can contain private source data. */
+export declare function parseFlexDocument(xml: string): Record<string, unknown>;
+export declare function flexStatementsOf(document: Record<string, unknown>): readonly FlexStatementEvidence[];
+/** Parse cash and transfer sections, not an assertion that a query is unfiltered. */
+export declare function parseFlexStatement(xml: string): readonly FlexStatementEvidence[];
+//# sourceMappingURL=flexStatement.d.ts.map

package/dist/flex/flexStatement.d.ts.map

@@ -0,0 +1 @@
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package/dist/flex/flexStatement.js

@@ -0,0 +1,104 @@
+import { XMLParser } from "fast-xml-parser";
+import { SyntaxValidator } from "fast-xml-validator";
+/** A bound on both HTTP bytes and direct parser input. */
+export const FLEX_MAX_BYTES = 8 * 1024 * 1024;
+const parser = new XMLParser({
+    ignoreAttributes: false,
+    attributeNamePrefix: "",
+    attributesGroupName: "$",
+    parseAttributeValue: false,
+    parseTagValue: false,
+    trimValues: false,
+    ignoreDeclaration: true,
+    maxNestedTags: 32,
+});
+export function object(value) {
+    if (value === null || typeof value !== "object" || Array.isArray(value)) {
+        throw new Error("Malformed Flex document structure");
+    }
+    return value;
+}
+/** Never include the XML parser's diagnostic: it can contain private source data. */
+export function parseFlexDocument(xml) {
+    if (Buffer.byteLength(xml, "utf8") > FLEX_MAX_BYTES || /<!DOCTYPE|<!ENTITY/i.test(xml)) {
+        throw new Error("Flex XML exceeds safe input limits");
+    }
+    try {
+        SyntaxValidator.validate(xml, {
+            invalidCharSequence: { comment: true, tagValue: true, attrLt: true },
+        });
+        const parsed = parser.parse(xml);
+        return object(parsed);
+    }
+    catch {
+        throw new Error("Malformed Flex XML");
+    }
+}
+function attributes(node) {
+    const raw = node["$"] === undefined ? {} : object(node["$"]);
+    const result = {};
+    for (const [key, value] of Object.entries(raw)) {
+        if (typeof value !== "string")
+            throw new Error("Malformed Flex attributes");
+        Object.defineProperty(result, key, { value, enumerable: true });
+    }
+    return result;
+}
+function onlyChildren(node, allowed) {
+    for (const key of Object.keys(node)) {
+        if (key === "$" || allowed.includes(key))
+            continue;
+        if (key === "#text" && typeof node[key] === "string" && node[key].trim() === "")
+            continue;
+        throw new Error("Unexpected Flex document content");
+    }
+}
+function list(value) {
+    return Array.isArray(value) ? value : [value];
+}
+function checkCount(node, count, required) {
+    const stated = attributes(node)["count"];
+    if (stated === undefined && !required)
+        return;
+    if (stated === undefined || !/^\d+$/.test(stated) || Number(stated) !== count) {
+        throw new Error("Flex document count mismatch");
+    }
+}
+function section(statement, name, rowName) {
+    const raw = statement[name];
+    if (raw === undefined)
+        return null;
+    if (typeof raw === "string" && raw.trim() === "")
+        return [];
+    const node = object(raw);
+    onlyChildren(node, [rowName]);
+    const rows = node[rowName] === undefined ? [] : list(node[rowName]);
+    checkCount(node, rows.length, false);
+    return rows.map((row) => {
+        const fields = object(row);
+        onlyChildren(fields, []);
+        return attributes(fields);
+    });
+}
+export function flexStatementsOf(document) {
+    onlyChildren(document, ["FlexQueryResponse"]);
+    const response = object(document["FlexQueryResponse"]);
+    onlyChildren(response, ["FlexStatements"]);
+    const container = object(response["FlexStatements"]);
+    onlyChildren(container, ["FlexStatement"]);
+    const statements = container["FlexStatement"] === undefined ? [] : list(container["FlexStatement"]);
+    checkCount(container, statements.length, true);
+    return statements.map((raw) => {
+        const statement = object(raw);
+        return {
+            statementAttributes: attributes(statement),
+            cashTransactions: section(statement, "CashTransactions", "CashTransaction"),
+            transfers: section(statement, "Transfers", "Transfer"),
+        };
+    });
+}
+/** Parse cash and transfer sections, not an assertion that a query is unfiltered. */
+export function parseFlexStatement(xml) {
+    return flexStatementsOf(parseFlexDocument(xml));
+}
+//# sourceMappingURL=flexStatement.js.map

package/dist/flex/flexStatement.js.map

@@ -0,0 +1 @@
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package/dist/flex/types.d.ts

@@ -0,0 +1,24 @@
+/** Date overrides for a saved Activity Flex Query. */
+export interface FlexReportRequest {
+    readonly queryId: string;
+    /** Inclusive report day, YYYYMMDD. */
+    readonly fromDate: string;
+    /** Inclusive report day, YYYYMMDD. */
+    readonly toDate: string;
+}
+/** Raw attributes. Currency, timestamps, and amounts are never inferred. */
+export interface FlexStatementEvidence {
+    readonly statementAttributes: Readonly<Record<string, string>>;
+    /** Null means absent; an explicit empty section is an empty array. */
+    readonly cashTransactions: readonly Readonly<Record<string, string>>[] | null;
+    readonly transfers: readonly Readonly<Record<string, string>>[] | null;
+}
+export type FlexStatementResult = {
+    readonly status: "pending";
+    readonly code: "1019";
+} | {
+    readonly status: "ready";
+    readonly observedAtEpochMillis: number;
+    readonly statements: readonly FlexStatementEvidence[];
+};
+//# sourceMappingURL=types.d.ts.map

package/dist/flex/types.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"types.d.ts","sourceRoot":"","sources":["../../src/flex/types.ts"],"names":[],"mappings":"AAAA,sDAAsD;AACtD,MAAM,WAAW,iBAAiB;IAChC,QAAQ,CAAC,OAAO,EAAE,MAAM,CAAC;IACzB,sCAAsC;IACtC,QAAQ,CAAC,QAAQ,EAAE,MAAM,CAAC;IAC1B,sCAAsC;IACtC,QAAQ,CAAC,MAAM,EAAE,MAAM,CAAC;CACzB;AAED,4EAA4E;AAC5E,MAAM,WAAW,qBAAqB;IACpC,QAAQ,CAAC,mBAAmB,EAAE,QAAQ,CAAC,MAAM,CAAC,MAAM,EAAE,MAAM,CAAC,CAAC,CAAC;IAC/D,sEAAsE;IACtE,QAAQ,CAAC,gBAAgB,EAAE,SAAS,QAAQ,CAAC,MAAM,CAAC,MAAM,EAAE,MAAM,CAAC,CAAC,EAAE,GAAG,IAAI,CAAC;IAC9E,QAAQ,CAAC,SAAS,EAAE,SAAS,QAAQ,CAAC,MAAM,CAAC,MAAM,EAAE,MAAM,CAAC,CAAC,EAAE,GAAG,IAAI,CAAC;CACxE;AAED,MAAM,MAAM,mBAAmB,GAC3B;IAAE,QAAQ,CAAC,MAAM,EAAE,SAAS,CAAC;IAAC,QAAQ,CAAC,IAAI,EAAE,MAAM,CAAA;CAAE,GACrD;IACE,QAAQ,CAAC,MAAM,EAAE,OAAO,CAAC;IACzB,QAAQ,CAAC,qBAAqB,EAAE,MAAM,CAAC;IACvC,QAAQ,CAAC,UAAU,EAAE,SAAS,qBAAqB,EAAE,CAAC;CACvD,CAAC"}

package/dist/flex/types.js

@@ -0,0 +1,2 @@
+export {};
+//# sourceMappingURL=types.js.map

package/dist/flex/types.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"types.js","sourceRoot":"","sources":["../../src/flex/types.ts"],"names":[],"mappings":""}

package/dist/ibkr/equityContract.d.ts

@@ -0,0 +1,4 @@
+import type { EquityContract } from "../types.js";
+/** Normalize one complete US equity identity without inferring missing contract facts. */
+export declare function normalizeEquityContract(input: unknown): EquityContract | null;
+//# sourceMappingURL=equityContract.d.ts.map

package/dist/ibkr/equityContract.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"equityContract.d.ts","sourceRoot":"","sources":["../../src/ibkr/equityContract.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAE,cAAc,EAAE,MAAM,aAAa,CAAC;AAiBlD,0FAA0F;AAC1F,wBAAgB,uBAAuB,CAAC,KAAK,EAAE,OAAO,GAAG,cAAc,GAAG,IAAI,CA+B7E"}

package/dist/ibkr/equityContract.js

@@ -0,0 +1,45 @@
+const exactKeys = new Set([
+    "conid",
+    "assetClass",
+    "symbol",
+    "exchange",
+    "primaryExchange",
+    "currency",
+]);
+function normalizedText(value, pattern) {
+    if (typeof value !== "string" || /[\r\n\t]/.test(value))
+        return null;
+    const normalized = value.trim().toUpperCase();
+    return pattern.test(normalized) ? normalized : null;
+}
+/** Normalize one complete US equity identity without inferring missing contract facts. */
+export function normalizeEquityContract(input) {
+    if (typeof input !== "object" || input === null || Array.isArray(input))
+        return null;
+    const record = input;
+    if (Object.keys(record).some((key) => !exactKeys.has(key)))
+        return null;
+    const conid = record["conid"];
+    const symbol = normalizedText(record["symbol"], /^[A-Z0-9][A-Z0-9 .-]{0,31}$/);
+    const exchange = normalizedText(record["exchange"], /^[A-Z0-9][A-Z0-9._ -]{0,31}$/);
+    const primaryExchange = normalizedText(record["primaryExchange"], /^[A-Z0-9][A-Z0-9._ -]{0,31}$/);
+    const currency = normalizedText(record["currency"], /^[A-Z]{3}$/);
+    if (!Number.isSafeInteger(conid) ||
+        conid <= 0 ||
+        record["assetClass"] !== "STK" ||
+        symbol === null ||
+        exchange !== "SMART" ||
+        primaryExchange === null ||
+        currency !== "USD") {
+        return null;
+    }
+    return Object.freeze({
+        conid: conid,
+        assetClass: "STK",
+        symbol,
+        exchange: "SMART",
+        primaryExchange,
+        currency: "USD",
+    });
+}
+//# sourceMappingURL=equityContract.js.map

package/dist/ibkr/equityContract.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"equityContract.js","sourceRoot":"","sources":["../../src/ibkr/equityContract.ts"],"names":[],"mappings":"AAEA,MAAM,SAAS,GAAG,IAAI,GAAG,CAAC;IACxB,OAAO;IACP,YAAY;IACZ,QAAQ;IACR,UAAU;IACV,iBAAiB;IACjB,UAAU;CACX,CAAC,CAAC;AAEH,SAAS,cAAc,CAAC,KAAc,EAAE,OAAe;IACrD,IAAI,OAAO,KAAK,KAAK,QAAQ,IAAI,UAAU,CAAC,IAAI,CAAC,KAAK,CAAC;QAAE,OAAO,IAAI,CAAC;IACrE,MAAM,UAAU,GAAG,KAAK,CAAC,IAAI,EAAE,CAAC,WAAW,EAAE,CAAC;IAC9C,OAAO,OAAO,CAAC,IAAI,CAAC,UAAU,CAAC,CAAC,CAAC,CAAC,UAAU,CAAC,CAAC,CAAC,IAAI,CAAC;AACtD,CAAC;AAED,0FAA0F;AAC1F,MAAM,UAAU,uBAAuB,CAAC,KAAc;IACpD,IAAI,OAAO,KAAK,KAAK,QAAQ,IAAI,KAAK,KAAK,IAAI,IAAI,KAAK,CAAC,OAAO,CAAC,KAAK,CAAC;QAAE,OAAO,IAAI,CAAC;IACrF,MAAM,MAAM,GAAG,KAAgC,CAAC;IAChD,IAAI,MAAM,CAAC,IAAI,CAAC,MAAM,CAAC,CAAC,IAAI,CAAC,CAAC,GAAG,EAAE,EAAE,CAAC,CAAC,SAAS,CAAC,GAAG,CAAC,GAAG,CAAC,CAAC;QAAE,OAAO,IAAI,CAAC;IAExE,MAAM,KAAK,GAAG,MAAM,CAAC,OAAO,CAAC,CAAC;IAC9B,MAAM,MAAM,GAAG,cAAc,CAAC,MAAM,CAAC,QAAQ,CAAC,EAAE,6BAA6B,CAAC,CAAC;IAC/E,MAAM,QAAQ,GAAG,cAAc,CAAC,MAAM,CAAC,UAAU,CAAC,EAAE,8BAA8B,CAAC,CAAC;IACpF,MAAM,eAAe,GAAG,cAAc,CAAC,MAAM,CAAC,iBAAiB,CAAC,EAAE,8BAA8B,CAAC,CAAC;IAClG,MAAM,QAAQ,GAAG,cAAc,CAAC,MAAM,CAAC,UAAU,CAAC,EAAE,YAAY,CAAC,CAAC;IAElE,IACE,CAAC,MAAM,CAAC,aAAa,CAAC,KAAK,CAAC;QAC3B,KAAgB,IAAI,CAAC;QACtB,MAAM,CAAC,YAAY,CAAC,KAAK,KAAK;QAC9B,MAAM,KAAK,IAAI;QACf,QAAQ,KAAK,OAAO;QACpB,eAAe,KAAK,IAAI;QACxB,QAAQ,KAAK,KAAK,EAClB,CAAC;QACD,OAAO,IAAI,CAAC;IACd,CAAC;IAED,OAAO,MAAM,CAAC,MAAM,CAAC;QACnB,KAAK,EAAE,KAAe;QACtB,UAAU,EAAE,KAAK;QACjB,MAAM;QACN,QAAQ,EAAE,OAAO;QACjB,eAAe;QACf,QAAQ,EAAE,KAAK;KAChB,CAAC,CAAC;AACL,CAAC"}

package/dist/ibkr/ibkrClient.d.ts

@@ -1,5 +1,5 @@
 import type { IbkrOauth1Config } from "./oauthConfig.js";
-import type { AccountBalances, AccountSettlementEvidence, ContractTransactionEvidence, OptionSeriesReferenceEvidence, UnderlyingInstrumentReferenceEvidence, ActiveDerivativeOrder, AuthStatus, IbkrSessionEvidence, IbkrSessionLifecycleClient, BrokerAccountOrders, BrokerClient, BrokerInstrument, BrokerInstrumentSearchProjection, BrokerOrdersOptions, BrokerPosition, BrokerQuote, BrokerQuoteOptions, BrokerQuoteRequest, BrokerTransactionHistory, BrokerErrorDetail, DerivativeContract, DerivativeContractQuery, DerivativeComboExecutionRequest, DerivativeComboReconciliation, DerivativeComboReconciliationRequest, DerivativeComboPreviewRequest, DerivativeComboPreviewResult, DerivativeContingentChildOrderRequest, DerivativeContingentParentOrderRequest, DerivativeDiscoveryClient, DerivativeExecutionClient, DerivativeExecution, DerivativeExecutionQuery, DerivativeMultiOrderResult, DerivativeOrderGraphLookup, DerivativeOrderGraphRequest, DerivativeOrderGraphResult, DerivativeOrderGraphWarningContinuation, DerivativeOrderCancellationResult, DerivativeOrderCancelRequest, DerivativeOrderLifecycle, DerivativeOrderLookup, DerivativeOrderSubmissionResult, DerivativeSingleOrderRequest, DerivativePreviewClient, DerivativeExpiry, DerivativeExpiryQuery, DerivativeQuote, DerivativeReferenceQuote, OptionChainSnapshot, OptionContract, OptionDefinitionCache, OptionDiscoveryTelemetry, OptionMarketQuote, OptionStrikeRange, OptionQuoteRequest, OptionRight, PriceHistoryContractCandidate, PriceHistoryRequest, PriceHistoryResult, PriceHistoryTelemetry, TradingDiagnostics } from "../types.js";
+import type { AccountBalances, AccountSettlementEvidence, ContractTransactionEvidence, OptionSeriesReferenceEvidence, UnderlyingInstrumentReferenceEvidence, ActiveDerivativeOrder, AuthStatus, IbkrSessionEvidence, IbkrSessionLifecycleClient, BrokerAccountOrders, BrokerClient, BrokerInstrument, BrokerInstrumentSearchProjection, BrokerOrdersOptions, BrokerPosition, BrokerQuote, BrokerQuoteOptions, BrokerQuoteRequest, BrokerTransactionHistory, BrokerErrorDetail, EquityContract, EquityOrderCancelRequest, EquityOrderPreviewRequest, EquityOrderPreviewResult, EquityOrderRequest, DerivativeContract, DerivativeContractQuery, DerivativeComboExecutionRequest, DerivativeComboReconciliation, DerivativeComboReconciliationRequest, DerivativeComboPreviewRequest, DerivativeComboPreviewResult, DerivativeContingentChildOrderRequest, DerivativeContingentParentOrderRequest, DerivativeDiscoveryClient, DerivativeExecutionClient, DerivativeExecution, DerivativeExecutionQuery, DerivativeMultiOrderResult, DerivativeOrderGraphLookup, DerivativeOrderGraphRequest, DerivativeOrderGraphResult, DerivativeOrderGraphWarningContinuation, DerivativeOrderCancellationResult, DerivativeOrderCancelRequest, DerivativeOrderLifecycle, DerivativeOrderLookup, DerivativeOrderSubmissionResult, DerivativeSingleOrderRequest, DerivativePreviewClient, DerivativeExpiry, DerivativeExpiryQuery, DerivativeQuote, DerivativeReferenceQuote, OptionChainSnapshot, OptionContract, OptionDefinitionCache, OptionDiscoveryTelemetry, OptionMarketQuote, OptionStrikeRange, OptionQuoteRequest, OptionRight, PriceHistoryContractCandidate, PriceHistoryRequest, PriceHistoryResult, PriceHistoryTelemetry, TradingDiagnostics } from "../types.js";
 import { type IbkrRequestSchedulerOptions, type IbkrRequestTelemetry } from "./requestScheduler.js";
 interface IbkrRequestInput {
     path: string;
@@ -116,6 +116,8 @@ export declare class IbkrClient implements BrokerClient, IbkrSessionLifecycleCli
     close(): Promise<void>;
     getAuthStatus(): Promise<AuthStatus>;
     getTradingDiagnostics(accountId: string): Promise<TradingDiagnostics>;
+    previewEquityOrder(request: EquityOrderPreviewRequest): Promise<EquityOrderPreviewResult>;
+    submitEquityOrder(request: EquityOrderRequest): Promise<DerivativeOrderSubmissionResult>;
     previewDerivativeCombo(request: DerivativeComboPreviewRequest): Promise<DerivativeComboPreviewResult>;
     submitDerivativeCombo(request: DerivativeComboExecutionRequest): Promise<DerivativeOrderSubmissionResult>;
     submitDerivativeSingleOrder(request: DerivativeSingleOrderRequest): Promise<DerivativeOrderSubmissionResult>;
@@ -178,6 +180,9 @@ export declare class IbkrClient implements BrokerClient, IbkrSessionLifecycleCli
     listActiveDerivativeOrders(accountId: string): Promise<ActiveDerivativeOrder[]>;
     getDerivativeExecutions(input: DerivativeExecutionQuery): Promise<DerivativeExecution[]>;
     reconcileDerivativeComboExecution(request: DerivativeComboReconciliationRequest): Promise<DerivativeComboReconciliation>;
+    getEquityOrderStatus(accountId: string, orderId: string): Promise<DerivativeOrderLifecycle>;
+    findEquityOrder(input: DerivativeOrderLookup): Promise<DerivativeOrderLifecycle>;
+    cancelEquityOrder(input: EquityOrderCancelRequest): Promise<DerivativeOrderCancellationResult>;
     cancelDerivativeOrder(input: DerivativeOrderCancelRequest): Promise<DerivativeOrderCancellationResult>;
     getAccountId(): Promise<string>;
     getAccountBalances(): Promise<AccountBalances>;
@@ -271,6 +276,8 @@ export declare class IbkrClient implements BrokerClient, IbkrSessionLifecycleCli
     getQuotes(requests: readonly BrokerQuoteRequest[], options?: BrokerQuoteOptions): Promise<Record<string, BrokerQuote>>;
     private fetchQuotes;
     /** Resolve equity/ETF symbols to IBKR contracts via `trsrv/stocks`. */
+    /** Resolve one exact SMART-routed US stock or ETF contract. */
+    resolveEquityContract(symbol: string): Promise<EquityContract>;
     searchInstruments(symbol: string, projection?: BrokerInstrumentSearchProjection): Promise<BrokerInstrument[]>;
     /**
      * Read the transaction activity IBKR states for named contracts, without ever
@@ -348,6 +355,8 @@ export declare class IbkrClient implements BrokerClient, IbkrSessionLifecycleCli
     private recoveryOrderMatchesGraphNode;
     private exactStatusTicketMatchesGraphNode;
     private terminalOrderMatchesGraphNode;
+    private validateEquityOrderFields;
+    private equityOrderTicket;
     private validateSingleOrder;
     private validateSingleOrderFields;
     private cmeOperatorMetadata;

package/dist/ibkr/ibkrClient.d.ts.map

@@ -1 +1 @@
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