@cross.team/fti-sdk
v1.6.15
Published
Provides backend interactivity for fti-blotter
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fti-sdk
Franklin Templeton SDK used for backend interactivity
Overview
This SDK is used to standardize the way the FTI-Blotter app will interact with the different UI data sources.
Install
Install the package in your project directory with:
// with npm
npm install @cross.team/fti-sdk
// with yarn
yarn add @cross.team/fti-sdkGeneral Usage
import { ftidata } from '@cross.team/fti-sdk'
const desks = ftidata.desks.get()
desks
.then(res => {
console.log(res)
})
.catch(err => {
console.log(err)
})Available ftidata Methods
ftidata.set({env, src}) ftidata.envs() ftidata.sources(env)
ftidata.desks.get() ftidata.desks.createInstance() ftidata.desk.get(initials) ftidata.desk.createInstance() ftidata.desk.set(data) ftidata.users.auth(user) ftidata.users.createAuthPayloadInstance() ftidata.orders.get(trader_ids, uid) ftidata.ordersNew.get(trader_ids, uid) ftidata.users.get(user)
ftidata.set({env, src})
Sets the current environmen and source of data to use.
- object { env: %ENVIRONMENT ID%, src: %SOURCE ID%}
Returns: none
Expected schema: none
ftidata.envs()
Returns a list of environments available within a data source
- No method parameter allowed
Returns: An array of {id, name}
ftidata.sources(env)
Returns a list of sources available for a particular environment within a data source
- string containing the id of an environment
Returns: An array of {id, name}
ftidata.desks.get()
Returns a list of available desks
- No method parameter allowed
Usage:
const desks = ftidata.desks.get()
desks
.then(res => {
console.log(res)
})
.catch(err => {
console.log(err)
})Returns:
{
data: [ // returning data; empty if none found
{
id: 'unique identifies',
cwalls: [ // chinese wall groups associated with this desk
{
initials: 'chinese wall group initials'
}
],
initial: 'initials used to describe the desk',
location: 'desk location',
}
],
stackCalls: [ // group of call status objects
{
name: 'resource name',
call: [ // call detail
headers: {}, // call headers
status: int(3), // call status code
statusText: string // call status text
]
}
],
stackErrors: [ // group of error objects tat occurred during execution (based off of the yup ValidationError)
{
error: ['array of strings containing all errors that occurred'],
inner: [ // Array of ValidationError
message: 'error message',
path: 'field pertaining to the error'
stack: 'error stack'
value: 'value in error'
],
message: 'general error or total error count'
}
]
}Expected schema:
{
id: yup
.string()
.required()
.default(''),
cwalls: yup
.array()
.of(
yup.object().shape({
initials: yup.string(),
}),
)
.default([]),
initial: yup.string().default(''),
location: yup.string().default(''),
}
ftidata.desks.createInstance()
Returns a clean instance of the desks resource
- No method parameter allowed
Returns: SEE ftidata.desks.get()
Expected schema: SEE ftidata.desks.get()
ftidata.desk.get(initials)
Returns a specific desk based on the desk initials passed
- initials: valid desk initial
Usage:
const desk = ftidata.desk.get("HK")
desk
.then(res => {
console.log(res)
})
.catch(err => {
console.log(err)
})Returns:
{
data: [ // returning data; empty if none found
{
id: 'unique identifies',
cwalls: [ // chinese wall groups associated with this desk
{
initials: 'chinese wall group initials'
}
],
initial: 'initials used to describe the desk',
location: 'desk location',
adv_percentage: '% ADV',
auto_execute: 'AUTO EXECUTE',
auto_place_broker_ems: 'AUTO PLACE BROKER/EMS',
auto_place_compid: 'AUTO PLACE COMPID',
enable: 'ENABLE',
trader_ids: 'EXCLUDE TRADER IDS',
low_touch_managers: 'LOW TOUCH MANAGERS',
no_touch_managers: 'NO TOUCH MANAGERS',
route_to_trader_id: 'ROUTE TO TRADER ID',
time_in_force: 'TIMEINFORCE',
upper_order_limit: 'UPPER ORDER LIMIT',
exclude_comment_orders: 'EXCLUDE COMMENT ORDERS',
exclude_limit_orders: 'EXCLUDE LIMIT ORDERS',
currencies: 'CURRENCIES',
cwalls: 'CW GROUPS',
adv_name: 'ADV NAME',
funds: 'FUNDS',
alert_rule_id: 'ALERT RULEID',
security_types: 'SECURITY TYPES',
auto_placement_market_open_offset: 'AUTOPLACEMENTMARKETOPENOFFSET',
auto_placement_market_close_offset: 'AUTOPLACEMENTMARKETCLOSEOFFSET',
upper_share_limit: 'UPPER SHARE LIMIT',
ignore_lunch_hours: 'IGNORELUNCHHOURS',
spread_limit: 'SPREAD LIMIT',
adv_time_minutes: 'ADV TIME MINUTES',
adv_time_percentage: 'ADV TIME %',
dynamic_volume_calculation_enabled: 'DYNAMIC VOLUME CALCULATION ENABLED'
}
],
stackCalls: [ // group of call status objects
{
name: 'resource name',
call: [ // call detail
headers: {}, // call headers
status: int(3), // call status code
statusText: string // call status text
]
}
],
stackErrors: [ // group of error objects tat occurred during execution (based off of the yup ValidationError)
{
error: ['array of strings containing all errors that occurred'],
inner: [ // Array of ValidationError
message: 'error message',
path: 'field pertaining to the error'
stack: 'error stack'
value: 'value in error'
],
message: 'general error or total error count'
}
]
}Expected schema:
{
id: yup
.string()
.required()
.default(''),
cwalls: yup
.array()
.of(
yup.object().shape({
initials: yup.string(),
}),
)
.default([]),
initial: yup.string().default(''),
location: yup.string().default(''),
adv_percentage: yup
.number()
.required()
.integer()
.min(0)
.max(100)
.nullable()
.default(null),
auto_execute: yup
.boolean()
.required()
.nullable()
.default(null),
auto_place_broker_ems: yup
.string()
.required()
.uppercase()
.default(''),
auto_place_compid: yup
.string()
.required()
.uppercase()
.default(''),
enable: yup
.boolean()
.required()
.nullable()
.default(null),
trader_ids: yup
.object()
.shape(
include: yup
.boolean()
.nullable()
.default(null),
values: yup
.array()
.of(yup.object().shape(
value: yup.string().default(null)
))
.default([]),
)
.default([]),
low_touch_managers: yup
.object()
.shape(
include: yup
.boolean()
.nullable()
.default(null),
values: yup
.array()
.of(yup.object().shape(
value: yup.string().default(null)
))
.default([]),
)
.default([]),
no_touch_managers: yup
.object()
.shape(
include: yup
.boolean()
.nullable()
.default(null),
values: yup
.array()
.of(yup.object().shape(
value: yup.string().default(null)
))
.default([]),
)
.default([]),
route_to_trader_id: yup
.string()
.required()
.uppercase()
.default(''),
time_in_force: yup
.number()
.required()
.integer()
.min(0)
.max(9)
.nullable()
.default(null),
upper_order_limit: yup
.number()
.required()
.integer()
.min(0)
.max(99999999999)
.nullable()
.default(null),
exclude_comment_orders: yup
.boolean()
.required()
.nullable()
.default(null),
exclude_limit_orders: yup
.boolean()
.required()
.nullable()
.default(null),
currencies: yup
.object()
.shape(
include: yup
.boolean()
.nullable()
.default(null),
values: yup
.array()
.of(yup.object().shape(
value: yup.string().default(null)
))
.default([]),
)
.default([]),
cwalls: yup
.object()
.shape(
include: yup
.boolean()
.nullable()
.default(null),
values: yup
.array()
.of(yup.object().shape(
value: yup.string().default(null)
))
.default([]),
)
)
.default([]),
adv_name: yup
.string()
.required()
.default(''),
funds: yup
.object()
.shape(
include: yup
.boolean()
.nullable()
.default(null),
values: yup
.array()
.of(yup.object().shape(
value: yup.number().default(null)
))
.default([]),
)
.default([]),
alert_rule_id: yup
.string()
.required()
.default(''),
security_types: yup
.object()
.shape(
include: yup
.boolean()
.nullable()
.default(null),
values: yup
.array()
.of(yup.object().shape(
value: yup.string().default(null)
))
.default([]),
)
.default([]),
auto_placement_market_open_offset: yup
.number()
.required()
.integer()
.min(-999)
.max(999)
.nullable()
.default(null),
auto_placement_market_close_offset: yup
.number()
.required()
.integer()
.min(-999)
.max(999)
.nullable()
.default(null),
upper_share_limit: yup
.number()
.required()
.integer()
.min(0)
.max(999999)
.nullable()
.default(null),
ignore_lunch_hours: yup
.boolean()
.required()
.nullable()
.default(null),
spread_limit: yup
.string()
.required()
.default(''),
adv_time_minutes: yup
.number()
.required()
.integer()
.min(0)
.max(999)
.nullable()
.default(null),
adv_time_percentage: yup
.number()
.required()
.integer()
.min(0)
.max(100)
.nullable()
.default(null),
dynamic_volume_calculation_enabled: yup
.boolean()
.required()
.nullable()
.default(null),
}
ftidata.desk.createInstance()
Returns a clean instance of the desk resource
- No method parameter allowed
Returns: SEE ftidata.desk.get(initials)
Expected schema: SEE ftidata.desk.get(initials)
ftidata.desk.set(data)
Sets updates to desk and desk_vpm data to endpoint
- data: an instance of ftidata.desk which represents the base data structure for
Usage:
const data = ftidata.desk.createInstance()
const desk = ftidata.desk.set(data)
desk
.then(res => {
console.log(res)
})
.catch(err => {
console.log(err)
})Returns:
- If set was unsuccessful, data would be an empty array and the stackErrors array would contain the errors
- If set was successful, data would contain an 'update successful' message and stackErrors array would be empty
{
data: [ // returning message; empty if none found
{
matchCount: 1
}
],
stackCalls: [ // group of call status objects
{
name: 'resource name',
call: [ // call detail
headers: {}, // call headers
status: int(3), // call status code
statusText: string // call status text
]
}
],
stackErrors: [ // group of error objects tat occurred during execution (based off of the yup ValidationError)
{
error: ['array of strings containing all errors that occurred'],
inner: [ // Array of ValidationError
message: 'error message',
path: 'field pertaining to the error'
stack: 'error stack'
value: 'value in error'
],
message: 'general error or total error count'
}
]
}Expected schema:
ftidata.users.auth(user)
Authenticates using a user object
- user: an instance of ftidata.user which represents the base data structure for a user
Usage:
const user = ftidata.users.createAuthPayloadInstance()
user.uid = 'blb'
user.password = 'enternow'
const users = ftidata.users.auth(user)
users
.then(res => {
console.log(res)
})
.catch(err => {
console.log(err)
})Returns:
- If auth is unsuccessful, data would be an empty array and the stackErrors array would contain the errors
- If auth is was successful, data would contain an new user profile object from the endpointand stackErrors array would be empty
{
data: [ // returning message; empty if none found
{
fullname: string, // fullname
isHeadOfDesk: boolean, // is this a head of desk
isLoginBlocked: boolean, // is this profile blocked
isManager: boolean, // is this profile a manager
isServiceAcct: boolean, // is this profile a service account
isTrader: boolean, // is this profile a trader
lg_cwgroup: string, // profile cwgroup
password: string, // current password
passwordNew: string, // used when you want to change the profile password
uid: string, // user id
uloc: string, // user location
ustatus: string, // user status
auth: { // auth info
appPermissions: { // app permissions
blotterAccess: Enum (NONE, READ, FULL)
},
authMessage: string, // auhentication message
authSuccess: boolean, // authentication success status
daysUntilExpiration: number, // days until the session expires
daysUntilExpireWarning: number, // days until the session expire warning
fullname: string, // fullname
passwordExpired: boolean // is the password expired
}
}
],
stackCalls: [ // group of call status objects
{
name: 'resource name',
call: [ // call detail
headers: {}, // call headers
status: int(3), // call status code
statusText: string // call status text
]
}
],
stackErrors: [ // group of error objects tat occurred during execution (based off of the yup ValidationError)
{
error: ['array of strings containing all errors that occurred'],
inner: [ // Array of ValidationError
message: 'error message',
path: 'field pertaining to the error'
stack: 'error stack'
value: 'value in error'
],
message: 'general error or total error count'
}
]
}Expected schema:
{
uid: yup
.string()
.nullable()
.default(null),
fullname: yup
.string()
.nullable()
.default(null),
ustatus: yup
.string()
.nullable()
.default(null),
uloc: yup
.string()
.nullable()
.default(null),
lg_cwgroup: yup
.string()
.nullable()
.default(null),
isTrader: yup
.boolean()
.nullable()
.default(null),
isServiceAcct: yup
.boolean()
.nullable()
.default(null),
isLoginBlocked: yup
.boolean()
.nullable()
.default(null),
isManager: yup
.boolean()
.nullable()
.default(null),
isHeadOfDesk: yup
.boolean()
.nullable()
.default(null),
password: yup
.string()
.nullable()
.default(null),
passwordNew: yup
.string()
.nullable()
.default(null),
auth: yup.object().shape({
appPermissions: yup.object().shape({
blotterAccess: yup
.string()
.required()
.oneOf(['NONE', 'FULL', 'READ'])
.nullable()
.default(null),
}),
authMessage: yup
.string()
.nullable()
.default(null),
authSuccess: yup
.boolean()
.nullable()
.default(null),
daysUntilExpiration: yup
.number()
.integer()
.nullable()
.default(null),
daysUntilExpireWarning: yup
.number()
.integer()
.nullable()
.default(null),
fullname: yup
.string()
.nullable()
.default(null),
passwordExpired: yup
.boolean()
.nullable()
.default(null),
}
ftidata.users.createAuthPayloadInstance()
Returns a clean instance of the user object. Only uid and password are required to attempt to authenticate
- No method parameter allowed
Returns: SEE ftidata.users.auth()
Expected schema: SEE ftidata.users.auth()
ftidata.orders.get(trader_ids, uid)
Returns block orders based on an array of trader ids
- trader_ids: an Array of 3 char, uppercase string of trader ids
- uid: the user id of the current logged in user
Usage:
const traders = ['bpr', 'sl2', 'lt1']
const uid = 'bpr'
const orders = ftidata.orders.get(traders, uid)
orders
.then(res => {
console.log(res)
})
.catch(err => {
console.log(err)
})
Returns:
- If get is was successful, data would contain an new order objects from the endpoint and stackErrors array would be empty
{
data: [ // returning message; empty if none found
{
id: string, // unique id for the block of orders -> concat of seq + bs + pby fields
avg: number, // avg -> aveExecPrice
placed: number, // orders that have been placed -> balance
progress: number, // progress -> balance
buy: string, // (b)uy or (s)ell code -> bs
currency_code: string, // currency code -> currcode
symbol_price: number, // price for the symbol -> currprc
company_name1: string, // company name 1 -> issue1
company_name2: string, // company name 2 -> issue2
nbr_of_orders: number, // the number of orders -> ordercount
progress_orig: number, // the original number of orders -> OrigUnits
trader_id: string, // the trader id -> pby
symbol: string, // company symbol -> reuters
total_amt: number, // total amount of the balance -> usdbalance
}
],
stackCalls: [ // group of call status objects
{
name: 'resource name',
call: [ // call detail
headers: {}, // call headers
status: int(3), // call status code
statusText: string // call status text
]
}
],
stackErrors: [ // group of error objects tat occurred during execution (based off of the yup ValidationError)
{
error: ['array of strings containing all errors that occurred'],
inner: [ // Array of ValidationError
message: 'error message',
path: 'field pertaining to the error'
stack: 'error stack'
value: 'value in error'
],
message: 'general error or total error count'
}
]
}Response schema:
{
id: yup
.string()
.required()
.default(''),
avg: yup
.number()
.nullable()
.default(null),
placed: yup
.number()
.nullable()
.default(null),
progress: yup
.number()
.nullable()
.default(null),
buy: yup
.string()
.nullable()
.default(null),
currency_code: yup
.string()
.nullable()
.default(null),
symbol_price: yup
.number()
.nullable()
.default(null),
company_name1: yup
.string()
.nullable()
.default(null),
company_name2: yup
.string()
.nullable()
.default(null),
nbr_of_orders: yup
.number()
.nullable()
.default(null),
progress_orig: yup
.number()
.nullable()
.default(null),
trader_id: yup
.string()
.nullable()
.default(null),
symbol: yup
.string()
.nullable()
.default(null),
total_amt: yup
.number()
.nullable()
.default(null),
}
ftidata.ordersNew.get(trader_ids, uid)
Returns new orders based on an array of trader ids
- trader_ids: an Array of 3 char, uppercase string of trader ids
- uid: the user id of the current logged in user
Usage:
const traders = ['bpr', 'sl2', 'lt1']
const uid = 'bpr'
const orders = ftidata.ordersNew.get(traders, uid)
orders
.then(res => {
console.log(res)
})
.catch(err => {
console.log(err)
})
Returns:
- If get is was successful, data would contain an new order objects from the endpoint and stackErrors array would be empty
{
data: [ // returning message; empty if none found
{
id: string, // unique id for the order -> txser
trader_id:: string, // the trader id -> pby,
currency_code: string, // currency code -> isscurr,
symbol_price1: number, // price1 for the symbol -> currprc,
symbol_price2: number, // price2 for the symbol -> usValue,
buy: string, // 'buy' or 'sell' status -> bs,
status_fix: string, // fix status -> tstatus,
symbol: string, // company symbol -> reuters,,
percentage_change: number, // percentage change -> *pctChg,
company_name1: string, // company name 1 -> issue1
avg: number, // avg -> averagePrice,
units: number, // units or total units -> units,
total_units: number, // units or total units -> units,
}
],
stackCalls: [ // group of call status objects
{
name: 'resource name',
call: [ // call detail
headers: {}, // call headers
status: int(3), // call status code
statusText: string // call status text
]
}
],
stackErrors: [ // group of error objects tat occurred during execution (based off of the yup ValidationError)
{
error: ['array of strings containing all errors that occurred'],
inner: [ // Array of ValidationError
message: 'error message',
path: 'field pertaining to the error'
stack: 'error stack'
value: 'value in error'
],
message: 'general error or total error count'
}
]
}Response schema:
{
id: yup
.string()
.required()
.default(''),
trader_id: yup
.string()
.nullable()
.default(null),
currency_code: yup
.string()
.nullable()
.default(null),
symbol_price1: yup
.number()
.nullable()
.default(null),
symbol_price2: yup
.number()
.nullable()
.default(null),
buy: yup
.string()
.nullable()
.default(null),
status_fix: yup
.string()
.nullable()
.default(null),
symbol: yup
.string()
.nullable()
.default(null),
percentage_change: yup
.number()
.nullable()
.default(null),
company_name1: yup
.string()
.nullable()
.default(null),
avg: yup
.number()
.nullable()
.default(null),
units: yup
.number()
.nullable()
.default(null),
total_units: yup
.number()
.nullable()
.default(null),
}
ftidata.users.get(user)
Returns a user profile if the user initials entered are correct
- user: 3 char, uppercase string of a user's initial
Usage:
const user = ftidata.users.get('BPR')
user
.then(res => {
console.log(res)
})
.catch(err => {
console.log(err)
})
Returns:
- If get is was successful, data would contain an new user objects from the endpoint and stackErrors array would be empty
{
data: [ // returning message; empty if none found
{
fullname: string, // fullname
isHeadOfDesk: boolean, // is this a head of desk
isLoginBlocked: boolean, // is this profile blocked
isManager: boolean, // is this profile a manager
isServiceAcct: boolean, // is this profile a service account
isTrader: boolean, // is this profile a trader
lg_cwgroup: string, // profile cwgroup
password: string, // current password
passwordNew: string, // used when you want to change the profile password
uid: string, // user id
uloc: string, // user location
ustatus: string, // user status
auth: { // auth info
appPermissions: { // app permissions
blotterAccess: Enum (NONE, READ, FULL)
},
authMessage: string, // auhentication message
authSuccess: boolean, // authentication success status
daysUntilExpiration: number, // days until the session expires
daysUntilExpireWarning: number, // days until the session expire warning
fullname: string, // fullname
passwordExpired: boolean // is the password expired
}
}
],
stackCalls: [ // group of call status objects
{
name: 'resource name',
call: [ // call detail
headers: {}, // call headers
status: int(3), // call status code
statusText: string // call status text
]
}
],
stackErrors: [ // group of error objects tat occurred during execution (based off of the yup ValidationError)
{
error: ['array of strings containing all errors that occurred'],
inner: [ // Array of ValidationError
message: 'error message',
path: 'field pertaining to the error'
stack: 'error stack'
value: 'value in error'
],
message: 'general error or total error count'
}
]
}Response schema:
{
uid: yup
.string()
.nullable()
.default(null),
fullname: yup
.string()
.nullable()
.default(null),
ustatus: yup
.string()
.nullable()
.default(null),
uloc: yup
.string()
.nullable()
.default(null),
lg_cwgroup: yup
.string()
.nullable()
.default(null),
isTrader: yup
.boolean()
.nullable()
.default(null),
isServiceAcct: yup
.boolean()
.nullable()
.default(null),
isLoginBlocked: yup
.boolean()
.nullable()
.default(null),
isManager: yup
.boolean()
.nullable()
.default(null),
isHeadOfDesk: yup
.boolean()
.nullable()
.default(null),
password: yup
.string()
.nullable()
.default(null),
passwordNew: yup
.string()
.nullable()
.default(null),
auth: yup.object().shape({
appPermissions: yup.object().shape({
blotterAccess: yup
.string()
.required()
.oneOf(['NONE', 'FULL', 'READ'])
.nullable()
.default(null),
}),
authMessage: yup
.string()
.nullable()
.default(null),
authSuccess: yup
.boolean()
.nullable()
.default(null),
daysUntilExpiration: yup
.number()
.integer()
.nullable()
.default(null),
daysUntilExpireWarning: yup
.number()
.integer()
.nullable()
.default(null),
fullname: yup
.string()
.nullable()
.default(null),
passwordExpired: yup
.boolean()
.nullable()
.default(null),
}