pp-portfolio-classifier 0.0.6 → 0.0.8

package/dist/classifier.js

@@ -108,7 +108,7 @@ class Classifier {
                         if (targetClass) {
                             const path = Array.isArray(targetClass) ? targetClass : [targetClass];
                             assignments.push({ path, weight: value * 100 });
-                            console.log(`    [${taxonomyId}] Mapped '${key}' to '${path.join(" > ")}' (${value.toFixed(2)}%)`);
+                            // console.log(`    [${taxonomyId}] Mapping key '${key}' to '${path.join(" > ")}' (${value.toFixed(2)}%)`);
                         }
                     }
                     else {

package/dist/index.js

@@ -35,16 +35,17 @@ var __importStar = (this && this.__importStar) || (function () {
 })();
 Object.defineProperty(exports, "__esModule", { value: true });
 const path = __importStar(require("path"));
+// Load config
+const package_path = path.join(path.dirname(require.resolve("../package.json")), "config");
+const runtime_path = path.normalize(path.join(process.cwd(), "config"));
+process.env["NODE_CONFIG_DIR"] =
+    package_path != runtime_path ? package_path + path.delimiter + runtime_path : runtime_path;
+const _config = require("config");
+// console.log("Config dir:", package_path, runtime_path, process.env["NODE_CONFIG_DIR"], _config.util.getConfigSources());
 const classifier_1 = require("./classifier");
 const morningstar_api_1 = require("./morningstar-api");
 const xml_helper_1 = require("./xml-helper");
 async function main() {
-    const package_path = path.join(path.dirname(require.resolve("../package.json")), "config");
-    const runtime_path = path.normalize(path.join(process.cwd(), "config"));
-    process.env["NODE_CONFIG_DIR"] =
-        package_path != runtime_path ? package_path + path.delimiter + runtime_path : runtime_path;
-    const _config = require("config");
-    console.log("Config dir:", package_path, runtime_path, process.env["NODE_CONFIG_DIR"]);
     const inputFile = process.argv[2];
     if (!inputFile) {
         console.error("Usage: npm start <input_file.xml> [output_file.xml]");

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "pp-portfolio-classifier",
-  "version": "0.0.6",
+  "version": "0.0.8",
   "description": "Automatic classification of Portfolio Performance securities using MorningStar Direct Web Services ",
   "keywords": [
     "portfolio-performance",

package/readme.md

@@ -29,25 +29,19 @@ It is a **TypeScript** adaptation and rewrite of the Python project [Alfons1Qto1
 
 - [TypeScript](https://www.typescriptlang.org/)
 - [Node.js](https://nodejs.org/) (v22 or higher recommended)
-- yarn or npm
 
 ## 🚀 Installation & Usage
 
 ### Installation
 
-1. `git clone` this repository.
-2. Install dependencies:
-
-```bash
-yarn
-```
+No installation is required, `npx` will download and install on the fly the latest release of the package.
 
 ### Usage
 
 To run the classification on your portfolio file:
 
 ```bash
-yarn start -- <path_to_your_portfolio.xml> [output_path.xml]
+npx pp-portfolio-classifier -- <path_to_your_portfolio.xml> [output_path.xml]
 
 ```
 

package/src/classifier.ts

@@ -146,7 +146,7 @@ export class Classifier {
             if (targetClass) {
               const path = Array.isArray(targetClass) ? targetClass : [targetClass];
               assignments.push({ path, weight: value * 100 });
-              console.log(`    [${taxonomyId}] Mapped '${key}' to '${path.join(" > ")}' (${value.toFixed(2)}%)`);
+              // console.log(`    [${taxonomyId}] Mapping key '${key}' to '${path.join(" > ")}' (${value.toFixed(2)}%)`);
             }
           } else {
             console.log(`    [${taxonomyId}] Unmapped key: '${key}' (Value: ${value})`);

package/src/index.ts

@@ -1,17 +1,19 @@
 #!/usr/bin/env node
 import * as path from "path";
+
+// Load config
+const package_path = path.join(path.dirname(require.resolve("../package.json")), "config");
+const runtime_path = path.normalize(path.join(process.cwd(), "config"));
+process.env["NODE_CONFIG_DIR"] =
+  package_path != runtime_path ? package_path + path.delimiter + runtime_path : runtime_path;
+const _config = require("config");
+// console.log("Config dir:", package_path, runtime_path, process.env["NODE_CONFIG_DIR"], _config.util.getConfigSources());
+
 import { Classifier } from "./classifier";
 import { MorningstarAPI } from "./morningstar-api";
 import { XMLHandler } from "./xml-helper";
 
 async function main() {
-  const package_path = path.join(path.dirname(require.resolve("../package.json")), "config");
-  const runtime_path = path.normalize(path.join(process.cwd(), "config"));
-  process.env["NODE_CONFIG_DIR"] =
-    package_path != runtime_path ? package_path + path.delimiter + runtime_path : runtime_path;
-  const _config = require("config");
-  console.log("Config dir:", package_path, runtime_path, process.env["NODE_CONFIG_DIR"]);
-
   const inputFile = process.argv[2];
 
   if (!inputFile) {

package/test/multifaktortest.xml

@@ -3222,10 +3222,10 @@
     </taxonomy>
     <taxonomy>
       <id>ad371a09-edcd-494a-baf0-788750070092</id>
-      <name>Sector (Bond)</name>
+      <name>Bond Sector</name>
       <root>
         <id>bb874919-c306-4451-8767-f3ec345babaf</id>
-        <name>Sector (Bond)</name>
+        <name>Bond Sector</name>
         <color>#89afee</color>
         <children>
           <classification>
@@ -3316,10 +3316,10 @@
     </taxonomy>
     <taxonomy>
       <id>c9b8579d-cdf9-4582-8edc-de484f5d11df</id>
-      <name>Sector</name>
+      <name>Stock Sector</name>
       <root>
         <id>4f2ef77f-b347-4f6c-947a-1ed4d239e296</id>
-        <name>Sector</name>
+        <name>Stock Sector</name>
         <color>#89afee</color>
         <children>
           <classification>