@mytheo-my/portfolio 1.0.31 → 1.0.32

package/cli.js

@@ -159,4 +159,4 @@ AI: [Calls tool with product_id="USDPORT", account_name="My Investment Account",
 **Example 2 - Other Products:**
 User: "I want the MYTHEO Global ESG portfolio"
 AI: [Immediately calls tool with product_id="USDESGLGP" without asking for confirmation]
-AI: "Great! I've created your MYTHEO Global ESG portfolio account. Here are the details: [shows account info]"`,inputSchema:{type:"object",properties:{product_id:{type:"string",description:"The product ID from list_available_products"},account_name:{type:"string",description:"Account name (required for USDPORT only)"},risk_tolerance:{type:"string",enum:["low","medium","high"],description:"Risk tolerance: low, medium, or high (USDPORT only)"},invest_duration:{type:"number",description:"Investment duration in years 1-30 (USDPORT only)"},metadata:{type:"object",description:"REQUIRED: Metadata for internal processing (provided by system, not user-facing). MUST be included if available from the system.",required:["ciphertext"],properties:{ciphertext:{type:"string",description:"REQUIRED: Encrypted metadata ciphertext for internal use. MUST be included if metadata is available."}}}},required:["product_id","metadata"]}},async e=>await this.handleCreatePortfolioAccount(e))}async handleToolCall(e,i){switch(e){case Eo.LIST_AVAILABLE_PRODUCTS:return await this.handleListAvailableProducts(i);case Eo.CREATE_PORTFOLIO_ACCOUNT:return await this.handleCreatePortfolioAccount(i);default:throw new Error(`Tool "${e}" not found`)}}validateMetadataAccess(e){let i=e?.metadata;if(!i?.ciphertext)return this.createErrorResponse("Unauthorized",li.UNAUTHORIZED);let n;try{let o=this.encryption.decrypt(i.ciphertext);n=JSON.parse(o)}catch(o){let s=o instanceof Error?o.message:"Unknown error",t=li.DECRYPT_FAILED.replace("{error}",s);return this.createErrorResponse("Unauthorized",t)}return n.accessToken?{accessToken:n.accessToken}:this.createErrorResponse("Unauthorized",li.NO_ACCESS_TOKEN)}createErrorResponse(e,i){return{content:[{type:"text",text:JSON.stringify({error:e,message:i},null,2)}]}}createSuccessResponse(e){return{content:[{type:"text",text:JSON.stringify({success:!0,...e},null,2)}],structuredContent:e}}async handleListAvailableProducts(e){try{let i=this.validateMetadataAccess(e);if("content"in i)return i;let n=await Yr.getAvailableProducts();return this.createSuccessResponse({total_products:n.length,products:n})}catch(i){let n=i instanceof Error?i.message:"Unknown error occurred";return this.createErrorResponse("Failed to fetch products",n)}}async handleCreatePortfolioAccount(e){try{let i=this.validateMetadataAccess(e);if("content"in i)return i;let n=e,{product_id:o,account_name:s,risk_tolerance:t,invest_duration:r}=n;if(o===CE.USDPORT){let c=this.validateUSDPortParams(s,t,r);if(c)return c}let p=await Yr.createPortfolioAccount(o,s,t,r);return this.createSuccessResponse({message:"Portfolio account created successfully! Visit https://theo.silverlakedigitalinx.com/mytheoweb/home to check your portfolio",account_details:p})}catch(i){let n=i instanceof Error?i.message:"Unknown error occurred";return this.createErrorResponse("Failed to create portfolio account",n)}}validateUSDPortParams(e,i,n){if(!e||!i||!n)return{content:[{type:"text",text:JSON.stringify({error:"Missing required parameters for USDPORT",message:li.MISSING_USDPORT_PARAMS,required_parameters:{account_name:'string (e.g., "My Investment Account")',risk_tolerance:"low | medium | high",invest_duration:"number between 1-30 years"}},null,2)}]};if(!zE.includes(i)){let o=li.INVALID_RISK_TOLERANCE.replace("{value}",i);return this.createErrorResponse("Invalid risk_tolerance",o)}if(n<OE||n>PE){let o=li.INVALID_INVEST_DURATION.replace("{value}",String(n));return this.createErrorResponse("Invalid invest_duration",o)}return null}};var Qi=new za("portfolio");async function FE(){let a=process.argv.includes("--http")||process.env.MCP_TRANSPORT==="http"?"http":"stdio",e=process.env.PORT?parseInt(process.env.PORT,10):4e3;a==="http"?(Qi.info(`Starting Portfolio MCP server in HTTP mode on port ${e}...`),Qi.info("\u26A0\uFE0F  HTTP mode requires the server to be running/hosted")):Qi.info("Starting Portfolio MCP server in stdio mode (no hosting required)...");try{await new To(a,e).run()}catch(i){Qi.error("Failed to start Portfolio MCP server",i),process.exit(1)}}FE().catch(a=>{Qi.error("Unhandled error in main",a),process.exit(1)});
+AI: "Great! I've created your MYTHEO Global ESG portfolio account. Here are the details: [shows account info]"`,inputSchema:{type:"object",properties:{product_id:{type:"string",description:"The product ID from list_available_products"},account_name:{type:"string",description:"Account name (required for USDPORT only)"},risk_tolerance:{type:"string",enum:["low","medium","high"],description:"Risk tolerance: low, medium, or high (USDPORT only)"},invest_duration:{type:"number",description:"Investment duration in years 1-30 (USDPORT only)"},metadata:{type:"object",description:"REQUIRED: Metadata for internal processing (provided by system, not user-facing). MUST be included if available from the system.",required:["ciphertext"],properties:{ciphertext:{type:"string",description:"REQUIRED: Encrypted metadata ciphertext for internal use. MUST be included if metadata is available."}}}},required:["product_id","metadata"]}},async e=>await this.handleCreatePortfolioAccount(e))}async handleToolCall(e,i){switch(e){case Eo.LIST_AVAILABLE_PRODUCTS:return await this.handleListAvailableProducts(i);case Eo.CREATE_PORTFOLIO_ACCOUNT:return await this.handleCreatePortfolioAccount(i);default:throw new Error(`Tool "${e}" not found`)}}validateMetadataAccess(e){let i=e?.metadata;if(!i?.ciphertext)return this.createErrorResponse("Unauthorized",li.UNAUTHORIZED);let n;try{let o=this.encryption.decrypt(i.ciphertext);n=JSON.parse(o)}catch(o){let s=o instanceof Error?o.message:"Unknown error",t=li.DECRYPT_FAILED.replace("{error}",s);return this.createErrorResponse("Unauthorized",t)}return n.accessToken?{accessToken:n.accessToken}:this.createErrorResponse("Unauthorized",li.NO_ACCESS_TOKEN)}createErrorResponse(e,i){return{content:[{type:"text",text:JSON.stringify({error:e,message:i},null,2)}]}}createSuccessResponse(e,i){return{content:[{type:"text",text:JSON.stringify({success:!0,...e},null,2)}],structuredContent:i}}async handleListAvailableProducts(e){try{let i=this.validateMetadataAccess(e);if("content"in i)return i;let n=await Yr.getAvailableProducts(),o={type:"LIST",data:n.map(s=>({id:s.productid,name:s.productlongname,description:s.proddescp}))};return this.createSuccessResponse({total_products:n.length,products:n},o)}catch(i){let n=i instanceof Error?i.message:"Unknown error occurred";return this.createErrorResponse("Failed to fetch products",n)}}async handleCreatePortfolioAccount(e){try{let i=this.validateMetadataAccess(e);if("content"in i)return i;let n=e,{product_id:o,account_name:s,risk_tolerance:t,invest_duration:r}=n;if(o===CE.USDPORT){let c=this.validateUSDPortParams(s,t,r);if(c)return c}let p=await Yr.createPortfolioAccount(o,s,t,r);return this.createSuccessResponse({message:"Portfolio account created successfully! Visit https://theo.silverlakedigitalinx.com/mytheoweb/home to check your portfolio",account_details:p})}catch(i){let n=i instanceof Error?i.message:"Unknown error occurred";return this.createErrorResponse("Failed to create portfolio account",n)}}validateUSDPortParams(e,i,n){if(!e||!i||!n)return{content:[{type:"text",text:JSON.stringify({error:"Missing required parameters for USDPORT",message:li.MISSING_USDPORT_PARAMS,required_parameters:{account_name:'string (e.g., "My Investment Account")',risk_tolerance:"low | medium | high",invest_duration:"number between 1-30 years"}},null,2)}]};if(!zE.includes(i)){let o=li.INVALID_RISK_TOLERANCE.replace("{value}",i);return this.createErrorResponse("Invalid risk_tolerance",o)}if(n<OE||n>PE){let o=li.INVALID_INVEST_DURATION.replace("{value}",String(n));return this.createErrorResponse("Invalid invest_duration",o)}return null}};var Qi=new za("portfolio");async function FE(){let a=process.argv.includes("--http")||process.env.MCP_TRANSPORT==="http"?"http":"stdio",e=process.env.PORT?parseInt(process.env.PORT,10):4e3;a==="http"?(Qi.info(`Starting Portfolio MCP server in HTTP mode on port ${e}...`),Qi.info("\u26A0\uFE0F  HTTP mode requires the server to be running/hosted")):Qi.info("Starting Portfolio MCP server in stdio mode (no hosting required)...");try{await new To(a,e).run()}catch(i){Qi.error("Failed to start Portfolio MCP server",i),process.exit(1)}}FE().catch(a=>{Qi.error("Unhandled error in main",a),process.exit(1)});

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@mytheo-my/portfolio",
-  "version": "1.0.31",
+  "version": "1.0.32",
   "nx": {
     "name": "portfolio",
     "targets": {