@mft/moneyhub-api-client 5.7.0 → 5.8.0

package/CHANGELOG.md

@@ -1,3 +1,10 @@
+5.7.0 / 2023-09-11
+==================
+
+**Features**
+
+* Add OSIP methods
+
 5.6.1 / 2023-09-06
 ==================
 

package/dist/index.d.ts

@@ -282,6 +282,22 @@ declare const _Moneyhub: (apiClientConfig: ApiClientConfig) => Promise<{
     getPayee: ({ id }: {
         id: string;
     }, options?: import("./request").ExtraOptions | undefined) => Promise<import("./request").ApiResponse<Payees.Payee>>;
+    getOsipAccounts: ({ userId, params }: {
+        userId?: string | undefined;
+        params?: import("./request").SearchParams | undefined;
+    }, options?: import("./request").ExtraOptions | undefined) => Promise<Omit<import("./request").ApiResponse<Osip.OsipAccount[]>, "links">>;
+    getOsipAccount: ({ userId, accountId }: {
+        userId?: string | undefined;
+        accountId: string;
+    }, options?: import("./request").ExtraOptions | undefined) => Promise<Omit<import("./request").ApiResponse<Osip.OsipAccount>, "links">>;
+    getOsipAccountHoldings: ({ userId, accountId, }: {
+        userId?: string | undefined;
+        accountId: string;
+    }, options?: import("./request").ExtraOptions | undefined) => Promise<import("./request").ApiResponse<Osip.OsipHolding[]>>;
+    getOsipAccountTransactions: ({ userId, accountId, }: {
+        userId?: string | undefined;
+        accountId: string;
+    }, options?: import("./request").ExtraOptions | undefined) => Promise<import("./request").ApiResponse<Osip.OsipTransaction[]>>;
     getNotificationThresholds: ({}: {
         userId?: string | undefined;
         accountId: string;
@@ -663,6 +679,7 @@ import type * as Categories from "./schema/category";
 import type * as Counterparties from "./schema/counterparty";
 import type * as Holdings from "./schema/holding";
 import type * as NotificationThresholds from "./schema/notification-threshold";
+import type * as Osip from "./schema/osip";
 import type * as Payees from "./schema/payee";
 import type * as Payments from "./schema/payment";
 import type * as Projects from "./schema/project";
@@ -676,5 +693,5 @@ import type * as Syncs from "./schema/sync";
 import type * as Taxes from "./schema/tax";
 import type * as Transactions from "./schema/transaction";
 import type * as Users from "./schema/user";
-export { Accounts, Affordability, AuthRequests, Balances, Beneficiaries, Categories, Counterparties, Holdings, NotificationThresholds, Payees, Payments, Projects, RegularTransactions, RentalRecords, SavingsGoals, SpendingAnalysis, SpendingGoals, StandingOrders, Syncs, Taxes, Transactions, Users, ApiClientConfig, Moneyhub, };
+export { Accounts, Affordability, AuthRequests, Balances, Beneficiaries, Categories, Counterparties, Holdings, NotificationThresholds, Osip, Payees, Payments, Projects, RegularTransactions, RentalRecords, SavingsGoals, SpendingAnalysis, SpendingGoals, StandingOrders, Syncs, Taxes, Transactions, Users, ApiClientConfig, Moneyhub, };
 //# sourceMappingURL=index.d.ts.map

package/dist/index.d.ts.map

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package/dist/index.js.map

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package/dist/requests/index.d.ts

@@ -277,6 +277,22 @@ declare const _default: ({ config, request }: RequestsParams) => {
     getPayee: ({ id }: {
         id: string;
     }, options?: import("../request").ExtraOptions | undefined) => Promise<import("../request").ApiResponse<import("../schema/payee").Payee>>;
+    getOsipAccounts: ({ userId, params }: {
+        userId?: string | undefined;
+        params?: import("../request").SearchParams | undefined;
+    }, options?: import("../request").ExtraOptions | undefined) => Promise<Omit<import("../request").ApiResponse<import("../schema/osip").OsipAccount[]>, "links">>;
+    getOsipAccount: ({ userId, accountId }: {
+        userId?: string | undefined;
+        accountId: string;
+    }, options?: import("../request").ExtraOptions | undefined) => Promise<Omit<import("../request").ApiResponse<import("../schema/osip").OsipAccount>, "links">>;
+    getOsipAccountHoldings: ({ userId, accountId, }: {
+        userId?: string | undefined;
+        accountId: string;
+    }, options?: import("../request").ExtraOptions | undefined) => Promise<import("../request").ApiResponse<import("../schema/osip").OsipHolding[]>>;
+    getOsipAccountTransactions: ({ userId, accountId, }: {
+        userId?: string | undefined;
+        accountId: string;
+    }, options?: import("../request").ExtraOptions | undefined) => Promise<import("../request").ApiResponse<import("../schema/osip").OsipTransaction[]>>;
     getNotificationThresholds: ({}: {
         userId?: string | undefined;
         accountId: string;

package/dist/requests/index.d.ts.map

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package/dist/requests/index.js

@@ -9,6 +9,7 @@ const auth_requests_1 = __importDefault(require("./auth-requests"));
 const beneficiaries_1 = __importDefault(require("./beneficiaries"));
 const categories_1 = __importDefault(require("./categories"));
 const notification_thresholds_1 = __importDefault(require("./notification-thresholds"));
+const osip_1 = __importDefault(require("./osip"));
 const payees_1 = __importDefault(require("./payees"));
 const payments_1 = __importDefault(require("./payments"));
 const projects_1 = __importDefault(require("./projects"));
@@ -34,6 +35,7 @@ exports.default = ({ config, request }) => {
         ...(0, beneficiaries_1.default)({ config, request }),
         ...(0, categories_1.default)({ config, request }),
         ...(0, notification_thresholds_1.default)({ config, request }),
+        ...(0, osip_1.default)({ config, request }),
         ...(0, payees_1.default)({ config, request }),
         ...(0, payments_1.default)({ config, request }),
         ...(0, projects_1.default)({ config, request }),

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+{"version":3,"file":"index.js","sourceRoot":"","sources":["../../src/requests/index.ts"],"names":[],"mappings":";;;;;AAEA,0DAAiC;AACjC,oEAA2C;AAC3C,oEAA0C;AAC1C,oEAA2C;AAC3C,8DAAqC;AACrC,wFAA8D;AAC9D,kDAAyB;AACzB,sDAA6B;AAC7B,0DAAiC;AACjC,0DAAiC;AACjC,8EAAoD;AACpD,kFAAwD;AACxD,sEAA4C;AAC5C,oEAA0C;AAC1C,4EAAiD;AACjD,sEAA4C;AAC5C,wEAA8C;AAC9C,kDAAyB;AACzB,gDAAuB;AACvB,4EAAkD;AAClD,8EAAoD;AACpD,kEAAyC;AACzC,wEAA+C;AAC/C,oFAAyD;AAEzD,kBAAe,CAAC,EAAC,MAAM,EAAE,OAAO,EAAiB,EAAE,EAAE;IACnD,OAAO;QACL,GAAG,IAAA,kBAAQ,EAAC,EAAC,MAAM,EAAE,OAAO,EAAC,CAAC;QAC9B,GAAG,IAAA,uBAAa,EAAC,EAAC,MAAM,EAAE,OAAO,EAAC,CAAC;QACnC,GAAG,IAAA,uBAAY,EAAC,EAAC,MAAM,EAAE,OAAO,EAAC,CAAC;QAClC,GAAG,IAAA,uBAAa,EAAC,EAAC,MAAM,EAAE,OAAO,EAAC,CAAC;QACnC,GAAG,IAAA,oBAAU,EAAC,EAAC,MAAM,EAAE,OAAO,EAAC,CAAC;QAChC,GAAG,IAAA,iCAAsB,EAAC,EAAC,MAAM,EAAE,OAAO,EAAC,CAAC;QAC5C,GAAG,IAAA,cAAI,EAAC,EAAC,MAAM,EAAE,OAAO,EAAC,CAAC;QAC1B,GAAG,IAAA,gBAAM,EAAC,EAAC,MAAM,EAAE,OAAO,EAAC,CAAC;QAC5B,GAAG,IAAA,kBAAQ,EAAC,EAAC,MAAM,EAAE,OAAO,EAAC,CAAC;QAC9B,GAAG,IAAA,kBAAQ,EAAC,EAAC,MAAM,EAAE,OAAO,EAAC,CAAC;QAC9B,GAAG,IAAA,4BAAiB,EAAC,EAAC,MAAM,EAAE,OAAO,EAAC,CAAC;QACvC,GAAG,IAAA,8BAAmB,EAAC,EAAC,MAAM,EAAE,OAAO,EAAC,CAAC;QACzC,GAAG,IAAA,wBAAa,EAAC,EAAC,MAAM,EAAE,OAAO,EAAC,CAAC;QACnC,GAAG,IAAA,uBAAY,EAAC,EAAC,MAAM,EAAE,OAAO,EAAC,CAAC;QAClC,GAAG,IAAA,2BAAe,EAAC,EAAC,MAAM,EAAE,OAAO,EAAC,CAAC;QACrC,GAAG,IAAA,wBAAa,EAAC,EAAC,MAAM,EAAE,OAAO,EAAC,CAAC;QACnC,GAAG,IAAA,yBAAc,EAAC,EAAC,MAAM,EAAE,OAAO,EAAC,CAAC;QACpC,GAAG,IAAA,cAAI,EAAC,EAAC,MAAM,EAAE,OAAO,EAAC,CAAC;QAC1B,GAAG,IAAA,aAAG,EAAC,EAAC,MAAM,EAAE,OAAO,EAAC,CAAC;QACzB,GAAG,IAAA,2BAAgB,EAAC,EAAC,MAAM,EAAE,OAAO,EAAC,CAAC;QACtC,GAAG,IAAA,4BAAiB,EAAC,EAAC,MAAM,EAAE,OAAO,EAAC,CAAC;QACvC,GAAG,IAAA,sBAAY,EAAC,EAAC,MAAM,EAAE,OAAO,EAAC,CAAC;QAClC,GAAG,IAAA,yBAAe,EAAC,EAAC,MAAM,EAAE,OAAO,EAAC,CAAC;QACrC,GAAG,IAAA,+BAAmB,EAAC,EAAC,MAAM,EAAE,OAAO,EAAC,CAAC;KAC1C,CAAA;AACH,CAAC,CAAA"}

package/dist/requests/osip.d.ts

@@ -0,0 +1,5 @@
+import type { RequestsParams } from "../request";
+import type { OsipRequests } from "./types/osip";
+declare const _default: ({ config, request, }: RequestsParams) => OsipRequests;
+export default _default;
+//# sourceMappingURL=osip.d.ts.map

package/dist/requests/osip.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"osip.d.ts","sourceRoot":"","sources":["../../src/requests/osip.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAC,cAAc,EAAC,MAAM,YAAY,CAAA;AAC9C,OAAO,KAAK,EAAC,YAAY,EAAC,MAAM,cAAc,CAAA;+CAK3C,cAAc,KAAG,YAAY;AAHhC,wBA+CC"}

package/dist/requests/osip.js

@@ -0,0 +1,37 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.default = ({ config, request, }) => {
+    const { osipResourceServerUrl } = config;
+    return {
+        getOsipAccounts: async ({ userId, params = {} }, options) => request(`${osipResourceServerUrl}/accounts`, {
+            searchParams: params,
+            cc: {
+                scope: "osip:read",
+                sub: userId,
+            },
+            options,
+        }),
+        getOsipAccount: async ({ userId, accountId }, options) => request(`${osipResourceServerUrl}/accounts/${accountId}`, {
+            cc: {
+                scope: "osip:read",
+                sub: userId,
+            },
+            options,
+        }),
+        getOsipAccountHoldings: async ({ userId, accountId }, options) => request(`${osipResourceServerUrl}/accounts/${accountId}/holdings`, {
+            cc: {
+                scope: "osip:read",
+                sub: userId,
+            },
+            options,
+        }),
+        getOsipAccountTransactions: async ({ userId, accountId }, options) => request(`${osipResourceServerUrl}/accounts/${accountId}/transactions`, {
+            cc: {
+                scope: "osip:read",
+                sub: userId,
+            },
+            options,
+        }),
+    };
+};
+//# sourceMappingURL=osip.js.map

package/dist/requests/osip.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"osip.js","sourceRoot":"","sources":["../../src/requests/osip.ts"],"names":[],"mappings":";;AAGA,kBAAe,CAAC,EACd,MAAM,EACN,OAAO,GACQ,EAAgB,EAAE;IACjC,MAAM,EAAC,qBAAqB,EAAC,GAAG,MAAM,CAAA;IAEtC,OAAO;QACL,eAAe,EAAE,KAAK,EAAE,EAAC,MAAM,EAAE,MAAM,GAAG,EAAE,EAAC,EAAE,OAAO,EAAE,EAAE,CACxD,OAAO,CAAC,GAAG,qBAAqB,WAAW,EAAE;YAC3C,YAAY,EAAE,MAAM;YACpB,EAAE,EAAE;gBACF,KAAK,EAAE,WAAW;gBAClB,GAAG,EAAE,MAAM;aACZ;YACD,OAAO;SACR,CAAC;QAEJ,cAAc,EAAE,KAAK,EAAE,EAAC,MAAM,EAAE,SAAS,EAAC,EAAE,OAAO,EAAE,EAAE,CACrD,OAAO,CAAC,GAAG,qBAAqB,aAAa,SAAS,EAAE,EAAE;YACxD,EAAE,EAAE;gBACF,KAAK,EAAE,WAAW;gBAClB,GAAG,EAAE,MAAM;aACZ;YACD,OAAO;SACR,CAAC;QAEJ,sBAAsB,EAAE,KAAK,EAAE,EAAC,MAAM,EAAE,SAAS,EAAC,EAAE,OAAO,EAAE,EAAE,CAC7D,OAAO,CAAC,GAAG,qBAAqB,aAAa,SAAS,WAAW,EAAE;YACjE,EAAE,EAAE;gBACF,KAAK,EAAE,WAAW;gBAClB,GAAG,EAAE,MAAM;aACZ;YACD,OAAO;SACR,CAAC;QAEJ,0BAA0B,EAAE,KAAK,EAAE,EAAC,MAAM,EAAE,SAAS,EAAC,EAAE,OAAO,EAAE,EAAE,CACjE,OAAO,CACL,GAAG,qBAAqB,aAAa,SAAS,eAAe,EAC7D;YACE,EAAE,EAAE;gBACF,KAAK,EAAE,WAAW;gBAClB,GAAG,EAAE,MAAM;aACZ;YACD,OAAO;SACR,CACF;KACJ,CAAA;AACH,CAAC,CAAA"}

package/dist/requests/types/osip.d.ts

@@ -0,0 +1,21 @@
+import type { ApiResponse, ExtraOptions, SearchParams } from "../../request";
+import type { OsipAccount, OsipHolding, OsipTransaction } from "../../schema/osip";
+export interface OsipRequests {
+    getOsipAccounts: ({ userId, params }: {
+        userId?: string;
+        params?: SearchParams;
+    }, options?: ExtraOptions) => Promise<Omit<ApiResponse<OsipAccount[]>, "links">>;
+    getOsipAccount: ({ userId, accountId }: {
+        userId?: string;
+        accountId: string;
+    }, options?: ExtraOptions) => Promise<Omit<ApiResponse<OsipAccount>, "links">>;
+    getOsipAccountHoldings: ({ userId, accountId, }: {
+        userId?: string;
+        accountId: string;
+    }, options?: ExtraOptions) => Promise<ApiResponse<OsipHolding[]>>;
+    getOsipAccountTransactions: ({ userId, accountId, }: {
+        userId?: string;
+        accountId: string;
+    }, options?: ExtraOptions) => Promise<ApiResponse<OsipTransaction[]>>;
+}
+//# sourceMappingURL=osip.d.ts.map

package/dist/requests/types/osip.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"osip.d.ts","sourceRoot":"","sources":["../../../src/requests/types/osip.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAC,WAAW,EAAE,YAAY,EAAE,YAAY,EAAC,MAAM,eAAe,CAAA;AAC1E,OAAO,KAAK,EAAC,WAAW,EAAE,WAAW,EAAE,eAAe,EAAC,MAAM,mBAAmB,CAAA;AAGhF,MAAM,WAAW,YAAY;IAC3B,eAAe,EAAE,CAAC,EAAC,MAAM,EAAE,MAAM,EAAC,EAAE;QAAE,MAAM,CAAC,EAAE,MAAM,CAAC;QAAC,MAAM,CAAC,EAAE,YAAY,CAAA;KAAE,EAAE,OAAO,CAAC,EAAE,YAAY,KAAK,OAAO,CAAC,IAAI,CAAC,WAAW,CAAC,WAAW,EAAE,CAAC,EAAE,OAAO,CAAC,CAAC,CAAA;IAC7J,cAAc,EAAE,CAAC,EAAC,MAAM,EAAE,SAAS,EAAC,EAAE;QAAE,MAAM,CAAC,EAAE,MAAM,CAAC;QAAC,SAAS,EAAE,MAAM,CAAA;KAAE,EAAE,OAAO,CAAC,EAAE,YAAY,KAAK,OAAO,CAAC,IAAI,CAAC,WAAW,CAAC,WAAW,CAAC,EAAE,OAAO,CAAC,CAAC,CAAA;IACzJ,sBAAsB,EAAE,CAAC,EACvB,MAAM,EACN,SAAS,GACV,EAAE;QACD,MAAM,CAAC,EAAE,MAAM,CAAA;QACf,SAAS,EAAE,MAAM,CAAA;KAClB,EAAE,OAAO,CAAC,EAAE,YAAY,KAAK,OAAO,CAAC,WAAW,CAAC,WAAW,EAAE,CAAC,CAAC,CAAA;IACjE,0BAA0B,EAAE,CAAC,EAC3B,MAAM,EACN,SAAS,GACV,EAAE;QACD,MAAM,CAAC,EAAE,MAAM,CAAA;QACf,SAAS,EAAE,MAAM,CAAA;KAClB,EAAE,OAAO,CAAC,EAAE,YAAY,KAAK,OAAO,CAAC,WAAW,CAAC,eAAe,EAAE,CAAC,CAAC,CAAA;CACtE"}

package/dist/requests/types/osip.js

@@ -0,0 +1,3 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+//# sourceMappingURL=osip.js.map

package/dist/requests/types/osip.js.map

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

package/dist/schema/config.d.ts

@@ -47,6 +47,7 @@ export declare type ResponseType = "code" | "token" | "id_token" | "code token"
 export declare type TokenEndpointAuthMethod = "client_secret_post" | "client_secret_basic" | "client_secret_jwt" | "private_key_jwt";
 export interface ApiClientConfig {
     resourceServerUrl: string;
+    osipResourceServerUrl?: string;
     identityServiceUrl: string;
     accountConnectUrl?: string;
     options?: {

package/dist/schema/config.d.ts.map

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package/dist/schema/osip.d.ts

@@ -0,0 +1,65 @@
+declare type PortfolioType = "LISA" | "ISA" | "SIPP" | "GIA";
+interface Valuation {
+    dateUpdated: string;
+    amount: number;
+    currency: string;
+}
+interface Quantity {
+    dateUpdate: string;
+    settledQuantity: number;
+}
+interface Product {
+    name: string;
+    type: "ISIN" | "SEDOL" | "Citi Code" | "CUSIP" | "Fund Code" | "Ticker Code";
+    id: string;
+    secondaryType: string;
+    secondaryId: string;
+}
+declare type TransactionType = "Redemption" | "Subscription" | "Subscription Savings Plan" | "Redemption Withdrawing Plan" | "Transfer In" | "Transfer Out" | "Switch In" | "Switch Out" | "Subscription Asset Allocation" | "Redemption Asset Allocation";
+declare type CorporateActionType = "Dividend Reinvestment" | "Capital Gains Distribution" | "Cash Dividend" | "Dividend Option Stock Dividend" | "Liquidation" | "Merger" | "Name Change" | "Spin Off" | "Stock Split" | "Reverse Stock Split" | "Tender" | "Bonus Issue" | "Rights Distribution" | "Call On Rights" | "Change Redenomination" | "Exchange Option" | "Exchange Offer" | "Decrease In Value";
+interface TransactionCost {
+    costType: string;
+    amount: number;
+    currency: string;
+}
+interface Transactions {
+    id: string;
+    tradeDate: string;
+    settlementDate: string;
+    orderDate: string;
+    quantity: number;
+    tradingCurrency: string;
+    executionPrice: number;
+    exchangeRate: number;
+    grossAmount: number;
+    transactionType: TransactionType;
+    corporateActionType: CorporateActionType;
+    bookingText: string;
+    transactionCosts: TransactionCost[];
+}
+export interface OsipAccount {
+    id: string;
+    name: string;
+    portfolioType: PortfolioType;
+    portfolioId: string;
+    valuation: Valuation;
+}
+export interface OsipHolding {
+    id: string;
+    date: string;
+    quantity: Quantity;
+    product: Product;
+    price: Valuation;
+    valuatuion: Valuation;
+}
+export interface OsipTransaction {
+    id: string;
+    date: string;
+    quantity: Quantity;
+    product: Product;
+    price: Valuation;
+    valuation: Valuation;
+    transactions: Transactions;
+}
+export {};
+//# sourceMappingURL=osip.d.ts.map

package/dist/schema/osip.d.ts.map

@@ -0,0 +1 @@
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package/dist/schema/osip.js

@@ -0,0 +1,3 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+//# sourceMappingURL=osip.js.map

package/dist/schema/osip.js.map

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

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@mft/moneyhub-api-client",
-  "version": "5.7.0",
+  "version": "5.8.0",
   "description": "Node.JS client for the Moneyhub API",
   "main": "dist/index.js",
   "types": "dist/index.d.ts",

package/readme.md

@@ -1128,6 +1128,57 @@ const splits = await moneyhub.deleteTransactionSplits({
 });
 ```
 
+#### `getOsipAccounts`
+
+Get all accounts for a user. This function uses the scope `osip:read`.
+
+```javascript
+const queryParams = { limit: 10, offset: 5 };
+const accounts = await moneyhub.getOsipAccounts({
+  userId: "userId",
+  params: queryParams,
+});
+```
+
+#### `getOsipAccount`
+
+Get an account for a user. This function uses the scope `osip:read`.
+
+```javascript
+const queryParams = { limit: 10, offset: 5 };
+const accounts = await moneyhub.getOsipAccounts({
+  userId: "userId",
+  accountId: "accountId",
+  params: queryParams,
+});
+```
+
+#### `getOsipAccountHoldings`
+
+Get account holdings for an account. This function uses the scope `osip:read`.
+
+```javascript
+const queryParams = { limit: 10, offset: 5 };
+const accounts = await moneyhub.getOsipAccounts({
+  userId: "userId",
+  accountId: "accountId",
+  params: queryParams,
+});
+```
+
+#### `getOsipAccountTransactions`
+
+Get account transactions. This function uses the scope `osip:read`.
+
+```javascript
+const queryParams = { limit: 10, offset: 5 };
+const accounts = await moneyhub.getOsipAccounts({
+  userId: "userId",
+  accountId: "accountId",
+  params: queryParams,
+});
+```
+
 #### `getGlobalCounterparties`
 
 Get global counterparties.