@orbis-systems/orbis-api-clients 0.6.9 → 0.6.10

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (43) hide show
  1. package/dist/aesmidas/index.d.ts +95 -95
  2. package/dist/aesmidas/index.d.ts.map +1 -1
  3. package/dist/aesmidas/index.esm.js +1 -1
  4. package/dist/aesmidas/index.esm.js.map +1 -1
  5. package/dist/aesmidas/index.js +1 -1
  6. package/dist/aesmidas/index.js.map +1 -1
  7. package/dist/bridgewise/index.d.ts +162 -168
  8. package/dist/bridgewise/index.d.ts.map +1 -1
  9. package/dist/bridgewise/index.esm.js +1 -1
  10. package/dist/bridgewise/index.esm.js.map +1 -1
  11. package/dist/bridgewise/index.js +1 -1
  12. package/dist/bridgewise/index.js.map +1 -1
  13. package/dist/index.d.ts +1 -2
  14. package/dist/index.d.ts.map +1 -1
  15. package/dist/index.esm.js +1 -1
  16. package/dist/index.esm.js.map +1 -1
  17. package/dist/index.js +1 -1
  18. package/dist/index.js.map +1 -1
  19. package/dist/insight/index.d.ts +530 -332
  20. package/dist/insight/index.d.ts.map +1 -1
  21. package/dist/insight/index.esm.js +1 -1
  22. package/dist/insight/index.esm.js.map +1 -1
  23. package/dist/insight/index.js +1 -1
  24. package/dist/insight/index.js.map +1 -1
  25. package/dist/middleware/index.d.ts +1 -2
  26. package/dist/middleware/index.d.ts.map +1 -1
  27. package/dist/middleware/index.esm.js +1 -1
  28. package/dist/middleware/index.esm.js.map +1 -1
  29. package/dist/middleware/index.js +1 -1
  30. package/dist/middleware/index.js.map +1 -1
  31. package/dist/orbis/index.d.ts +1350 -1351
  32. package/dist/orbis/index.d.ts.map +1 -1
  33. package/dist/orbis/index.esm.js +1 -1
  34. package/dist/orbis/index.esm.js.map +1 -1
  35. package/dist/orbis/index.js +1 -1
  36. package/dist/orbis/index.js.map +1 -1
  37. package/dist/uma/index.d.ts +329 -317
  38. package/dist/uma/index.d.ts.map +1 -1
  39. package/dist/uma/index.esm.js +1 -1
  40. package/dist/uma/index.esm.js.map +1 -1
  41. package/dist/uma/index.js +1 -1
  42. package/dist/uma/index.js.map +1 -1
  43. package/package.json +1 -1
@@ -4,10 +4,9 @@ interface BaseClientConfig<HandleError extends boolean = boolean> {
4
4
  baseUrl: string;
5
5
  handleError?: HandleError;
6
6
  storage?: Storage;
7
- defaultHeaders?: Record<string, string>;
8
7
  defaultSecure?: boolean;
9
8
  authDataStorageKey?: string;
10
- withCredentials?: boolean;
9
+ axiosConfig?: AxiosRequestConfig;
11
10
  onAxiosError?: (error: AxiosError) => void;
12
11
  onError?: (error: unknown) => void;
13
12
  }
@@ -1082,9 +1081,9 @@ export interface BridgeWiseCompanyParameter {
1082
1081
  */
1083
1082
  updated_at: string;
1084
1083
  /** Calendar Year */
1085
- calendar_year: number;
1084
+ calendar_year: number | string;
1086
1085
  /** Calendar Quarter */
1087
- calendar_quarter: number;
1086
+ calendar_quarter: number | string;
1088
1087
  /**
1089
1088
  * Analysis Type
1090
1089
  * @default "fundamental"
@@ -1251,6 +1250,12 @@ export interface BridgeWiseFundParameter {
1251
1250
  export type BridgeWiseFundParametersItemList = BridgeWiseFundParameter[];
1252
1251
  /** FundSegmentsList */
1253
1252
  export type BridgeWiseFundSegmentsList = BridgeWiseSegmentItem[];
1253
+ /** FundamentalSectionTypeEnum */
1254
+ export enum BridgeWiseFundamentalSectionTypeEnum {
1255
+ BalanceSheet = "balance_sheet",
1256
+ IncomeStatement = "income_statement",
1257
+ CashFlow = "cash_flow"
1258
+ }
1254
1259
  /** FundsSegmentParameterEnum */
1255
1260
  export enum BridgeWiseFundsSegmentParameterEnum {
1256
1261
  PeRatio = "pe_ratio",
@@ -1408,12 +1413,6 @@ export interface BridgeWiseFundamentalAnalysisResponseItem {
1408
1413
  /** Change Since Filling */
1409
1414
  change_since_filling: number | null;
1410
1415
  }
1411
- /** FundamentalSectionTypeEnum */
1412
- export enum BridgeWiseFundamentalSectionTypeEnum {
1413
- BalanceSheet = "balance_sheet",
1414
- IncomeStatement = "income_statement",
1415
- CashFlow = "cash_flow"
1416
- }
1417
1416
  /** FundamentalSectionsResponse */
1418
1417
  export type BridgeWiseFundamentalSectionsResponse = BridgeWiseFundamentalSectionsResponseItem[];
1419
1418
  /** FundamentalSectionsResponseItem */
@@ -2202,16 +2201,6 @@ export class CompanyMetadata<HandleError extends boolean = boolean> {
2202
2201
  * Net debt/EBITDA less than or equal to.
2203
2202
  */
2204
2203
  net_debt_divided_by_ebitda__lte?: number;
2205
- /**
2206
- * Net Debt To Equity Gte
2207
- * Net debt to equity greater than or equal to.
2208
- */
2209
- net_debt_to_equity__gte?: number;
2210
- /**
2211
- * Net Debt To Equity Lte
2212
- * Net debt to equity less than or equal to.
2213
- */
2214
- net_debt_to_equity__lte?: number;
2215
2204
  /**
2216
2205
  * Net Income Margin Percent Gte
2217
2206
  * Net income margin percent greater than or equal to.
@@ -2567,6 +2556,11 @@ export class CompanyMetadata<HandleError extends boolean = boolean> {
2567
2556
  * @pattern ^-?[a-zA-Z_]+(?:,[a-zA-Z_]+)*$
2568
2557
  */
2569
2558
  include?: string;
2559
+ /**
2560
+ * Trading Item Id
2561
+ * Specify a BW trading asset identifier for a targeted query.
2562
+ */
2563
+ trading_item_id?: number;
2570
2564
  }, config?: RequestConfig<HandleError>): Promise<ClientResponse<BridgeWiseCompanyResponse[], HandleError>>;
2571
2565
  /**
2572
2566
  * @description Converts external identifiers (e.g., ISIN, ticker-exchange) into Bridgewise internal identifiers. This endpoint facilitates the mapping between external and internal identifiers for seamless integration within the Bridgewise ecosystem.
@@ -2964,7 +2958,7 @@ export class FundamentalAnalysis<HandleError extends boolean = boolean> {
2964
2958
  * Section Type
2965
2959
  * Specify the component of the analysis to retrieve (e.g., `balance_sheet`, `cash_flow`).
2966
2960
  */
2967
- section_type?: BridgeWiseSectionTypeEnum;
2961
+ section_type?: BridgeWiseFundamentalSectionTypeEnum;
2968
2962
  /**
2969
2963
  * Has Score
2970
2964
  * Boolean flag. Filter out companies without BW scores (not valid for analysis).
@@ -2984,7 +2978,7 @@ export class FundamentalAnalysis<HandleError extends boolean = boolean> {
2984
2978
  /**
2985
2979
  * Period Type
2986
2980
  * Define the data period format (e.g., TTM, Quarterly, Annual).
2987
- * @default "quarterly"
2981
+ * @default "last_12_month"
2988
2982
  */
2989
2983
  period_type?: BridgeWisePeriodTypeEnum;
2990
2984
  /**
@@ -3639,99 +3633,6 @@ export class FundMetadata<HandleError extends boolean = boolean> {
3639
3633
  language?: BridgeWiseLanguageEnum;
3640
3634
  }, config?: RequestConfig<HandleError>): Promise<ClientResponse<BridgeWiseMetadataList, HandleError>>;
3641
3635
  }
3642
- export class Holdings<HandleError extends boolean = boolean> {
3643
- protected readonly apiClient: JwtClient<HandleError>;
3644
- constructor(apiClient: JwtClient<HandleError>);
3645
- /**
3646
- * @description Details the asset allocation within the specified fund, including the distribution between stocks and other asset types, offering insights into the fund's investment strategy.
3647
- * @tags Holdings
3648
- * @name GetCompositions
3649
- * @summary Get Compositions
3650
- * @request GET:/funds/{fund_id}/compositions
3651
- * @secure
3652
- */
3653
- getCompositions(fundId: number, query?: {
3654
- /**
3655
- * Language
3656
- * Define the language code (e.g., `'en-US'` for English) for the textual data output.
3657
- * @default "en-US"
3658
- */
3659
- language?: BridgeWiseLanguageEnum;
3660
- /**
3661
- * Composition Type
3662
- * Filter data by specific components of the fund composition (e.g., stocks, others).
3663
- */
3664
- composition_type?: BridgeWiseCompositionTypeEnum;
3665
- }, config?: RequestConfig<HandleError>): Promise<ClientResponse<BridgeWiseFundsCompositionList, HandleError>>;
3666
- /**
3667
- * @description Offers a distribution overview of Bridgewise recommendations for the holdings within the specified fund.
3668
- * @tags Holdings
3669
- * @name GetHoldingStatistics
3670
- * @summary Get Holding Statistics
3671
- * @request GET:/funds/{fund_id}/holding-statistics
3672
- * @secure
3673
- */
3674
- getHoldingStatistics(fundId: number, query?: {
3675
- /**
3676
- * Language
3677
- * Define the language code (e.g., `'en-US'` for English) for the textual data output.
3678
- * @default "en-US"
3679
- */
3680
- language?: BridgeWiseLanguageEnum;
3681
- /**
3682
- * Composition Type
3683
- * Filter data by specific components of the fund composition (e.g., stocks, others).
3684
- * @default "stocks"
3685
- */
3686
- composition_type?: BridgeWiseCompositionTypeEnum;
3687
- /**
3688
- * Page
3689
- * Define the page number for pagination.
3690
- * @exclusiveMin 0
3691
- */
3692
- page?: number;
3693
- /**
3694
- * Page Size
3695
- * Define the number of records per page for pagination purposes.
3696
- * @exclusiveMin 0
3697
- */
3698
- page_size?: number;
3699
- }, config?: RequestConfig<HandleError>): Promise<ClientResponse<BridgeWiseHoldingsStatisticsItem[], HandleError>>;
3700
- /**
3701
- * @description Provides a detailed list of holdings within the specified fund. Each object in the list includes pertinent information such as holding name, ticker, allocation percentage, and key financial metrics.
3702
- * @tags Holdings
3703
- * @name GetHoldings
3704
- * @summary Get Holdings
3705
- * @request GET:/funds/{fund_id}/holdings
3706
- * @secure
3707
- */
3708
- getHoldings(fundId: number, query?: {
3709
- /**
3710
- * Language
3711
- * Define the language code (e.g., `'en-US'` for English) for the textual data output.
3712
- * @default "en-US"
3713
- */
3714
- language?: BridgeWiseLanguageEnum;
3715
- /**
3716
- * Composition Type
3717
- * Filter data by specific components of the fund composition (e.g., stocks, others).
3718
- * @default "stocks"
3719
- */
3720
- composition_type?: BridgeWiseCompositionTypeEnum;
3721
- /**
3722
- * Page
3723
- * Define the page number for pagination.
3724
- * @exclusiveMin 0
3725
- */
3726
- page?: number;
3727
- /**
3728
- * Page Size
3729
- * Define the number of records per page for pagination purposes.
3730
- * @exclusiveMin 0
3731
- */
3732
- page_size?: number;
3733
- }, config?: RequestConfig<HandleError>): Promise<ClientResponse<BridgeWiseFundHoldingsList, HandleError>>;
3734
- }
3735
3636
  export class FundAnalysis<HandleError extends boolean = boolean> {
3736
3637
  protected readonly apiClient: JwtClient<HandleError>;
3737
3638
  constructor(apiClient: JwtClient<HandleError>);
@@ -3845,54 +3746,98 @@ export class FundAnalysis<HandleError extends boolean = boolean> {
3845
3746
  show_all?: boolean;
3846
3747
  }, config?: RequestConfig<HandleError>): Promise<ClientResponse<BridgeWiseFundsSectionsItem[], HandleError>>;
3847
3748
  }
3848
- export class FundMarketData<HandleError extends boolean = boolean> {
3749
+ export class Holdings<HandleError extends boolean = boolean> {
3849
3750
  protected readonly apiClient: JwtClient<HandleError>;
3850
3751
  constructor(apiClient: JwtClient<HandleError>);
3851
3752
  /**
3852
- * @description Offers key market data for the specified fund, including daily high, open, low, close values, and market capitalization.
3853
- * @tags Fund Market Data
3854
- * @name GetFundsMarketData
3855
- * @summary Get Funds Market Data
3856
- * @request GET:/funds/{fund_id}/market
3753
+ * @description Details the asset allocation within the specified fund, including the distribution between stocks and other asset types, offering insights into the fund's investment strategy.
3754
+ * @tags Holdings
3755
+ * @name GetCompositions
3756
+ * @summary Get Compositions
3757
+ * @request GET:/funds/{fund_id}/compositions
3857
3758
  * @secure
3858
3759
  */
3859
- getFundsMarketData(fundId: number, query?: {
3760
+ getCompositions(fundId: number, query?: {
3860
3761
  /**
3861
- * Trading Item Id
3862
- * Specify a BW trading asset identifier for a targeted query.
3762
+ * Language
3763
+ * Define the language code (e.g., `'en-US'` for English) for the textual data output.
3764
+ * @default "en-US"
3863
3765
  */
3864
- trading_item_id?: number | null;
3766
+ language?: BridgeWiseLanguageEnum;
3865
3767
  /**
3866
- * Date Ge
3867
- * Specify the minimum date for data retrieval in YYYY-MM-DD format.
3768
+ * Composition Type
3769
+ * Filter data by specific components of the fund composition (e.g., stocks, others).
3868
3770
  */
3869
- date__ge?: string | null;
3771
+ composition_type?: BridgeWiseCompositionTypeEnum;
3772
+ }, config?: RequestConfig<HandleError>): Promise<ClientResponse<BridgeWiseFundsCompositionList, HandleError>>;
3773
+ /**
3774
+ * @description Offers a distribution overview of Bridgewise recommendations for the holdings within the specified fund.
3775
+ * @tags Holdings
3776
+ * @name GetHoldingStatistics
3777
+ * @summary Get Holding Statistics
3778
+ * @request GET:/funds/{fund_id}/holding-statistics
3779
+ * @secure
3780
+ */
3781
+ getHoldingStatistics(fundId: number, query?: {
3870
3782
  /**
3871
- * Date Le
3872
- * Specify the maximum date for data retrieval in YYYY-MM-DD format.
3783
+ * Language
3784
+ * Define the language code (e.g., `'en-US'` for English) for the textual data output.
3785
+ * @default "en-US"
3873
3786
  */
3874
- date__le?: string | null;
3875
- }, config?: RequestConfig<HandleError>): Promise<ClientResponse<BridgeWiseMarketList, HandleError>>;
3787
+ language?: BridgeWiseLanguageEnum;
3788
+ /**
3789
+ * Composition Type
3790
+ * Filter data by specific components of the fund composition (e.g., stocks, others).
3791
+ * @default "stocks"
3792
+ */
3793
+ composition_type?: BridgeWiseCompositionTypeEnum;
3794
+ /**
3795
+ * Page
3796
+ * Define the page number for pagination.
3797
+ * @exclusiveMin 0
3798
+ */
3799
+ page?: number;
3800
+ /**
3801
+ * Page Size
3802
+ * Define the number of records per page for pagination purposes.
3803
+ * @exclusiveMin 0
3804
+ */
3805
+ page_size?: number;
3806
+ }, config?: RequestConfig<HandleError>): Promise<ClientResponse<BridgeWiseHoldingsStatisticsItem[], HandleError>>;
3876
3807
  /**
3877
- * @description Provides detailed market statistics for the specified fund, including returns over various periods: 1 week, 1 month, 6 months, 1 year, YTD, and 5 years.
3878
- * @tags Fund Market Data
3879
- * @name GetFundsMarketStatistics
3880
- * @summary Get Funds Market Statistics
3881
- * @request GET:/funds/{fund_id}/market-statistics
3808
+ * @description Provides a detailed list of holdings within the specified fund. Each object in the list includes pertinent information such as holding name, ticker, allocation percentage, and key financial metrics.
3809
+ * @tags Holdings
3810
+ * @name GetHoldings
3811
+ * @summary Get Holdings
3812
+ * @request GET:/funds/{fund_id}/holdings
3882
3813
  * @secure
3883
3814
  */
3884
- getFundsMarketStatistics(fundId: number, query?: {
3815
+ getHoldings(fundId: number, query?: {
3885
3816
  /**
3886
- * Trading Item Id
3887
- * Specify a BW trading asset identifier for a targeted query.
3817
+ * Language
3818
+ * Define the language code (e.g., `'en-US'` for English) for the textual data output.
3819
+ * @default "en-US"
3888
3820
  */
3889
- trading_item_id?: number | null;
3821
+ language?: BridgeWiseLanguageEnum;
3890
3822
  /**
3891
- * Identifier In
3892
- * Specify a list of external identifiers.
3823
+ * Composition Type
3824
+ * Filter data by specific components of the fund composition (e.g., stocks, others).
3825
+ * @default "stocks"
3893
3826
  */
3894
- identifier__in?: string | null;
3895
- }, config?: RequestConfig<HandleError>): Promise<ClientResponse<BridgeWiseMarketStatisticDataList, HandleError>>;
3827
+ composition_type?: BridgeWiseCompositionTypeEnum;
3828
+ /**
3829
+ * Page
3830
+ * Define the page number for pagination.
3831
+ * @exclusiveMin 0
3832
+ */
3833
+ page?: number;
3834
+ /**
3835
+ * Page Size
3836
+ * Define the number of records per page for pagination purposes.
3837
+ * @exclusiveMin 0
3838
+ */
3839
+ page_size?: number;
3840
+ }, config?: RequestConfig<HandleError>): Promise<ClientResponse<BridgeWiseFundHoldingsList, HandleError>>;
3896
3841
  }
3897
3842
  export class Segmentations<HandleError extends boolean = boolean> {
3898
3843
  protected readonly apiClient: JwtClient<HandleError>;
@@ -3950,6 +3895,78 @@ export class Segmentations<HandleError extends boolean = boolean> {
3950
3895
  segment?: string;
3951
3896
  }, config?: RequestConfig<HandleError>): Promise<ClientResponse<BridgeWiseFundSegmentsList, HandleError>>;
3952
3897
  }
3898
+ export class FundMarketData<HandleError extends boolean = boolean> {
3899
+ protected readonly apiClient: JwtClient<HandleError>;
3900
+ constructor(apiClient: JwtClient<HandleError>);
3901
+ /**
3902
+ * @description Offers key market data for the specified fund, including daily high, open, low, close values, and market capitalization.
3903
+ * @tags Fund Market Data
3904
+ * @name GetFundsMarketData
3905
+ * @summary Get Funds Market Data
3906
+ * @request GET:/funds/{fund_id}/market
3907
+ * @secure
3908
+ */
3909
+ getFundsMarketData(fundId: number, query?: {
3910
+ /**
3911
+ * Trading Item Id
3912
+ * Specify a BW trading asset identifier for a targeted query.
3913
+ */
3914
+ trading_item_id?: number | null;
3915
+ /**
3916
+ * Date Ge
3917
+ * Specify the minimum date for data retrieval in YYYY-MM-DD format.
3918
+ */
3919
+ date__ge?: string | null;
3920
+ /**
3921
+ * Date Le
3922
+ * Specify the maximum date for data retrieval in YYYY-MM-DD format.
3923
+ */
3924
+ date__le?: string | null;
3925
+ }, config?: RequestConfig<HandleError>): Promise<ClientResponse<BridgeWiseMarketList, HandleError>>;
3926
+ /**
3927
+ * @description Provides detailed market statistics for the specified fund, including returns over various periods: 1 week, 1 month, 6 months, 1 year, YTD, and 5 years.
3928
+ * @tags Fund Market Data
3929
+ * @name GetFundsMarketStatistics
3930
+ * @summary Get Funds Market Statistics
3931
+ * @request GET:/funds/{fund_id}/market-statistics
3932
+ * @secure
3933
+ */
3934
+ getFundsMarketStatistics(fundId: number, query?: {
3935
+ /**
3936
+ * Trading Item Id
3937
+ * Specify a BW trading asset identifier for a targeted query.
3938
+ */
3939
+ trading_item_id?: number | null;
3940
+ /**
3941
+ * Identifier In
3942
+ * Specify a list of external identifiers.
3943
+ */
3944
+ identifier__in?: string | null;
3945
+ }, config?: RequestConfig<HandleError>): Promise<ClientResponse<BridgeWiseMarketStatisticDataList, HandleError>>;
3946
+ }
3947
+ export class Users<HandleError extends boolean = boolean> {
3948
+ protected readonly apiClient: JwtClient<HandleError>;
3949
+ constructor(apiClient: JwtClient<HandleError>);
3950
+ /**
3951
+ * @tags Users
3952
+ * @name Authenticate
3953
+ * @summary Authenticate
3954
+ * @request POST:/users/authenticate
3955
+ * @secure
3956
+ */
3957
+ authenticate(data: BridgeWiseMachineAuthRequest | BridgeWiseUserAuthRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<BridgeWiseMachineAuthResponse | BridgeWiseUserAuthResponse, HandleError>>;
3958
+ /**
3959
+ * @tags Users
3960
+ * @name FetchClientDetails
3961
+ * @summary Fetch Client Details
3962
+ * @request GET:/users/machine
3963
+ * @secure
3964
+ */
3965
+ fetchClientDetails(headers: {
3966
+ /** Authorization */
3967
+ authorization: string;
3968
+ }, config?: RequestConfig<HandleError>): Promise<ClientResponse<BridgeWiseMachineDetailsResponse, HandleError>>;
3969
+ }
3953
3970
  export class Tenants<HandleError extends boolean = boolean> {
3954
3971
  protected readonly apiClient: JwtClient<HandleError>;
3955
3972
  constructor(apiClient: JwtClient<HandleError>);
@@ -4126,29 +4143,6 @@ export class Tenants<HandleError extends boolean = boolean> {
4126
4143
  */
4127
4144
  deleteTenantRecommendationsConfig(tenantId: string, companyId: number, config?: RequestConfig<HandleError>): Promise<ClientResponse<Record<string, string>, HandleError>>;
4128
4145
  }
4129
- export class Users<HandleError extends boolean = boolean> {
4130
- protected readonly apiClient: JwtClient<HandleError>;
4131
- constructor(apiClient: JwtClient<HandleError>);
4132
- /**
4133
- * @tags Users
4134
- * @name Authenticate
4135
- * @summary Authenticate
4136
- * @request POST:/users/authenticate
4137
- * @secure
4138
- */
4139
- authenticate(data: BridgeWiseMachineAuthRequest | BridgeWiseUserAuthRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<BridgeWiseMachineAuthResponse | BridgeWiseUserAuthResponse, HandleError>>;
4140
- /**
4141
- * @tags Users
4142
- * @name FetchClientDetails
4143
- * @summary Fetch Client Details
4144
- * @request GET:/users/machine
4145
- * @secure
4146
- */
4147
- fetchClientDetails(headers: {
4148
- /** Authorization */
4149
- authorization: string;
4150
- }, config?: RequestConfig<HandleError>): Promise<ClientResponse<BridgeWiseMachineDetailsResponse, HandleError>>;
4151
- }
4152
4146
  export class BridgeWiseApi<HandleError extends boolean = false> extends BaseApi<HandleError, JwtClient<HandleError>> {
4153
4147
  readonly config: JwtClientConfig<HandleError>;
4154
4148
  activities: Activities<HandleError>;