@mytheo-my/portfolio 1.0.37 → 1.0.38

package/cli.js

@@ -121,25 +121,12 @@ return fn.apply(this, arguments)
 - Returns the recommended portfolio ID (port_id) for use in subsequent calls
 
 ## When to use this tool:
-- After user has answered all profile questions from get_profile_questions
+- After user has answered all 5 profile questions.
 - User must provide answers to all 5 questions
 
-## Input Requirements:
-
-**profileAnswer** (REQUIRED): Array of answers with 5 items (one for each question)
-- Each item must have questionId (number) and answer (string)
-
-## Answer Format:
-
-Question 1 (AGE): Numeric value as string (e.g., "30")
-Question 2 (RETIRED): "1" (No) or "2" (Yes)
-Question 3 (TOTASSET): "1" (<100k), "2" (100k-300k), or "3" (>300k)
-Question 4 (RISK): "1" (Low), "3" (Medium), or "5" (High)
-Question 5 (INVPERIOD): "1" (<3 years), "2" (3-5 years), "3" (6-10 years), or "4" (>10 years)
-
 ## Important Notes:
 - profileGrpId and profileVersionNo are handled internally
-- The returned port_id will be used in get_portfolio_weights`,inputSchema:{type:"object",properties:{profileAnswer:{type:"array",description:"Array of answers (REQUIRED)",items:{type:"object",properties:{questionId:{type:"number",description:"Question ID (1-5)"},answer:{type:"string",description:"User answer as string"}},required:["questionId","answer"]}},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:["profileAnswer","metadata"]}}};function bT(a){if(!a)return E("Missing profileAnswer",Fo.MISSING_ANSWERS);if(!Array.isArray(a))return E("Invalid profileAnswer format",Fo.INVALID_ANSWERS_FORMAT);if(a.length===0)return E("Empty profileAnswer",Fo.EMPTY_ANSWERS);for(let e of a)if(typeof e.questionId!="number"||typeof e.answer!="string")return E("Invalid answer format",Fo.INVALID_ANSWER_FORMAT);return null}async function Ec(a){try{let e=a,i=bT(e.profileAnswer);if(i)return i;let n=e.profileGrpId||"",o=e.profileVersionNo||"",{profileAnswer:s}=e,t=await L.submitProfileAnswers(n,o,s);return N({message:"Profile answers submitted successfully! Your profile onboarding is complete.",port_id:t?.portId})}catch(e){let i=e instanceof Error?e.message:"Unknown error occurred";return E("Failed to submit profile answers",i)}}var Tc={MISSING_PORT_ID:"port_id is required",MISSING_PRODUCT_ID:"product_id is required",INVALID_PORT_ID:"port_id must be a positive number"},Uo={name:"get_portfolio_weights",definition:{title:"Get Portfolio Weights",description:`Get portfolio asset allocation weights.
+- The returned port_id will be used in get_portfolio_weights and do not mention it to user`,inputSchema:{type:"object",properties:{profileAnswer:{type:"array",description:"Array of answers (REQUIRED)",items:{type:"object",properties:{questionId:{type:"number",description:"Question ID (1-5)"},answer:{type:"string",description:"User answer as string"}},required:["questionId","answer"]}},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:["profileAnswer","metadata"]}}};function bT(a){if(!a)return E("Missing profileAnswer",Fo.MISSING_ANSWERS);if(!Array.isArray(a))return E("Invalid profileAnswer format",Fo.INVALID_ANSWERS_FORMAT);if(a.length===0)return E("Empty profileAnswer",Fo.EMPTY_ANSWERS);for(let e of a)if(typeof e.questionId!="number"||typeof e.answer!="string")return E("Invalid answer format",Fo.INVALID_ANSWER_FORMAT);return null}async function Ec(a){try{let e=a,i=bT(e.profileAnswer);if(i)return i;let n=e.profileGrpId||"",o=e.profileVersionNo||"",{profileAnswer:s}=e,t=await L.submitProfileAnswers(n,o,s);return N({message:"Your **Profile** created successfully!",suggestion:"Next, you can select a portfolio to view its allocation.",port_id_for_internal_use:t?.portId})}catch(e){let i=e instanceof Error?e.message:"Unknown error occurred";return E("Failed to submit profile answers",i)}}var Tc={MISSING_PORT_ID:"port_id is required",MISSING_PRODUCT_ID:"product_id is required",INVALID_PORT_ID:"port_id must be a positive number"},Uo={name:"get_portfolio_weights",definition:{title:"Get Portfolio Weights",description:`Get portfolio asset allocation weights.
 
 ## What this tool does:
 - Retrieves the asset allocation breakdown for a specific portfolio

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@mytheo-my/portfolio",
-  "version": "1.0.37",
+  "version": "1.0.38",
   "nx": {
     "name": "portfolio",
     "targets": {