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Changelog

All notable changes to this project will be documented in this file.

The format is based on Keep a Changelog.

Unreleased

Added

  • Added clarification that id field values SHOULD always be strings to context schema definition (a restriction that can't easily be represented in the generated types). (#1149)
  • Added requirement that Standard versions SHOULD avoid the use unions in context and API definitions wherever possible as these can be hard to replicate and MUST avoid unions of primitive types as these can be impossible to replicate in other languages. (#120)
  • Added addEventListener to the DesktopAgent API to provide support for event listener for non-context and non-intent events, including a userChannelChanged event (#1207)
  • Added an async addEventListener function to the PrivateChannel API to replace the deprecated, synchronous onAddContextListener, onUnsubscribe and onDisconnect functions and to keep consistency with the DesktopAgent API. (#1305)
  • Added reference materials and supported platforms information for FDC3 in .NET via the finos/fdc3-dotnet project. (#1108)
  • Specifications for getAgent() and Browser-Resident Desktop Agents. (#1191)
  • Specification for Preload Desktop Agents. This content was previously in the supported platforms section. It had been revised and amended to include recommended behavior related to the new validateAppIdentity() function. (#1191)
  • Added optional validateAppIdentity() function to DesktopAgent interface. (#1191)
  • Typescript definitions for getAgent() and related types. (#1191)
  • Typescript definitions for Desktop Agent Communication Protocol (DACP). These constitute the internal "wire protocol" that the "@finos/fdc3" library uses to communicate with Browser-Resident DAs. (#1191)
  • Typescript definitions for Web Connection Protocol (WCP). These constitute the messages used to establish connectivity between "@finos/fdc3" and a Browser-Resident DA. (#1191)
  • Added support for broadcast actions to the fdc3.action context type, allowing an Action to represent the broadcast of a specified context to an app or user channel. (#1368)
  • Added utility functions isStandardContextType(contextType: string), isStandardIntent(intent: string),getPossibleContextsForIntent(intent: StandardIntent). (#1139)
  • Added support for event listening outside of intent or context listnener. Added new function addEventListener, type EventHandler, enum FDC3EventType and interfaces FDC3Event and FDC3ChannelChangedEvent. (#1207)
  • Added new CreateOrUpdateProfile intent. (#1359)

Changed

  • window.fdc3 is now an optional property and may or may not be defined. Applications should now use getAgent() as the recommended way of retrieving a reference to the FDC3 API. (#1386)
  • Listener.unsubscribe() was made async (the return type was changed from void to Promise<void>) for consistency with the rest of the API. (#1305)
  • Added reference materials and supported platforms information for FDC3 in .NET via the finos/fdc3-dotnet project. (#1108)
  • The supported platforms page in the FDC3 documentation was moved into the API section as the information it provides all relates to FDC3 Desktop Agent API implementations. (#1108)
  • FDC3 apps are now encouraged to instantiate their FDC3 interface (DesktopAgent) using the getAgent() function provided by the @finos/fdc3 module. This will allow apps to interoperate in either traditional Preload DAs (i.e. Electron) as well as the new Browser-Resident DAs. (#1191)
  • ContextType and Intent (string) types were created for use in DesktopAgent API signatures - they are unions of standardized values and string, enabling autocomplete/IntelliSense in IDEs when working with the FDC3 API. (#1139)

Deprecated

  • Made IntentMetadata.displayName optional as it is deprecated. (#1280)
  • Deprecated PrivateChannel's synchronous onAddContextListener, onUnsubscribe and onDisconnect functions in favour of an async addEventListener function consistent with the one added to DesktopAgent in #1207. (#1305)
  • The ContextTypes and Intents enums were deprecated in favour of the new ContextType and Intent unions. (#1139)

Fixed

  • Spin off fileAttachment into its own schema, and correct related examples (1255)
  • Added missing desktopAgent field to ImplementationMetadata objects returned for all agents connect to a DesktopAgent bridge in Connection Step 6 connectAgentsUpdate messages and refined the schema used to collect this info in step 3 handshake. (#1177)
  • Removed the version field from IntentResolution as there are no version fields for intents in the FDC3 API definitions and hence the field has no purpose. (#1170)
  • Fixed error in the Client-side example from PrivateChannel and addIntentListener by correcting id.symbol to id.ticker to align with the fdc3.instrument context. (#1314)
  • Added missing resultType argument to findIntent agent request in the Bridging Schema. (#1154)
  • Added missing resultType argument to findIntentByContext agent request in the Bridging Schema. (#1212)
  • Added missing id and name fields from the context base schema to respective context schemas (Contact, ContactList, Country, InstrumentList, OrderList, Organization, Portfolio, Position, TradeList). (#1360)
  • Revised FDC3 charter to include well-known language from the FDC3 introduction, better describe FDC3's scope, focus on financial applications, update application types, etc. (#1079)
  • Ensured that PrivateChannelEvent extends ApiEvent in both sourcecode and documentation. (#1474)

[npm v2.1.1] - 2024-06-28

Fixed

  • Corrected inconsistent camel-casing of the fdc3.timeRange context type which appeared as fdc3.timerange in a number of places. (#1240)
  • Corrected an error in the fdc3.TransactionResult schema which resulted in the message property being omitted from the generated TypeScript types for it. (#1251)

FDC3 Standard 2.1 - 2023-09-13

Added

  • Added CreateInteraction intent. To be used when a user wants to record an interaction into a system. New context Interaction also introduced. An interaction might be a call, IM, email, a meeting (physical or virtual) or the preparation of some specialist data. (#747)
  • Added TransactionResult context. A context type representing the result of a transaction initiated via FDC3. Its purpose is to provide a status and message (where needed) for the transaction and MAY wrap a returned context object. ([#761] (#761))
  • Added a MalformedContext error to the OpenError, ChannelError and ResolveError enumerations, to be used when broadcast, open, findIntents, raiseIntents, and other related functions are passed an invalid context Object. (#972)
  • Added error examples to the /v2 App Directory API routes (#973)
  • Added a SendChatMessage intent to be used when a user wants to send a message to an existing chat room. (#794)
  • Added a context type representing a chat message (fdc3.chat.message). (#794)
  • Added a context type representing a chat room (fdc3.chat.room). (#794)
  • Added a chat Message type in order to describe messages with rich content and attachments. (#779)
  • Added an Action type, encapsulating either a Context or the association of a Context with an Intent inside another object. (#779)
  • Added a ViewChat Intent to be used when a user wants to open an existing chat room. (#796)
  • Added a ViewMessages intent to be used when a user wants to search and see a list of messages. (#797)
  • Added a context type representing a ChatSearchCriteria (fdc3.chat.searchCriteria). (#797)
  • Added an indication that applications, that can be launched to receive intents or context via a raised intent or open with context, SHOULD add their context or intent listeners via the API within 15 seconds, and that Desktop Agents MUST allow at least a 15 second timeout for them to do so, and MAY set a longer timeout (#987)
  • Added @experimental Order, OrderList, Product, Trade & TradeList context types. (#1021)
  • Added Agent Bridging as an @experimental 5th part of the FDC3 Standard. (#968)
  • Added a description of the standards use of JSON Schema to define context types and Bridging messages. (#1020)
  • Documentation for standardized Context types was added to their JSON Schema files and TypeScript interfaces generated from them, so that they may act as a 'single source of truth' for Context definitions. (#1020)

Changed

  • Updated definition of the ChatInitSettings context type to use the new Message type. (#779)
  • Updated the StartChat intent to return a reference to the room. (#794)
  • Updated definition of the Instrument context type to include optional market identifiers (#819)
  • Corrected API functions and object types to always use string instead of String (#924)
  • Updated definition of the otherConfig element of the Chart context type from an Object to an array of Contexts as this allows the type of each additional item of config to be examined before it is used (#985)
  • Corrected the appD interop.appChannels metadata to use an id field to identify channels, rather than name (#981)
  • The App Directory OpenAPI schema was converted from YAML to JSON Schema, containing the same definitions. (#1035)
  • Switched to union types (from enums) for constrained string values in generated source files as they provide better type checking and cross-compatibility of types. (#1093)

Deprecated

  • Deprecated the name field in AppD records, to match the deprecation of API signatures and metadata objects using name (see #722) in 2.0. (#928)
  • Deprecated IntentMetadata.displayName and the appD record's interop.intents.listensFor[].displayName field in favor of using intent names for display (which are required to be recognizable) as it can be set differently for each application in the appD (#926)
  • Deprecated the customConfig field in an AppD record due to the lack of a standard API to retrieve it. To be replaced with an applicationConfig element with a Desktop Agent API call to retrieve it in a future version (see #1006 for more details). Also deprecates the customCOnfig element of an Intent configuration due to a lack of documented use cases. (#982)

Fixed

  • Removed the union type for the ChatMessage context, which caused issues for languages not having union types. This is a breaking change (made before the final version of 2.1 is released).
  • Corrected chatInitSettings context schema to incorporate the Context schema. (#869)
  • Corrected schema syntax in chatInitSettings and renamed the public property to isPublic (as public is a reserved keyword in javascript). (#875)
  • Further clarified the difference between the behavior of User channels and other channel types on joinUserChannel/addContextListener. (#971)
  • Clarified description of the behavior of IntentResolution.getResult() when the intent handler returned void (which is not an error). (#1004)
  • An error was fixed in the appD schema where launch details sub-schemas were combined with oneOf, rather than anyOf. This causes validation errors for web or online native apps as their details elements overlap on a url field. (#1034)
  • The appD icon and screenshot sub-schemas were updated to require the src value is set and restrict additional values, ensuring that common mistakes (such as using a url rather than src field are caught by the schemas when used to validate. (#1037)
  • Linting, spell checking other corrections were applied to markdown syntax throughout the FDC3 documentation (#1032)
  • Corrected bad example URLs in the App Directory overview/discovery page in the current and past versions as they did not agree with the paths provided in the API specification and OpenAPI schema. (#1060)

[npm v2.0.3] - 2023-05-31

Changed

  • Applied missing readonly tags to ImplementationMetadata.optionalFeatures sub-properties. (#1008)

[npm v2.0.2] - 2023-05-24

Changed

  • Removed source files from the NPM module as they are not necessary, increase the bundle size and include POM files that lack license info, causing issues for enterprise onboarding. (#999)

FDC3 Standard 2.0 - 2022-07-01

Added

  • Definition of the icons property of AppMetadata, based on PWA icon spec (#319)
  • Added support for raiseIntent without a context via the addition of the fdc3.nothing context type (#375)
  • Added FDC3 Workbench, an FDC3 API developer application (#457)
  • Added advice on how to broadcast complex context types, composed of other types, so that other apps can listen for both the complex type and simpler constituent types (#464)
  • Added the ability to return data from an intent, via the addition of an IntentHandler type and a getResult() to IntentResolution, both of which return a Promise of a Context object. (#495)
  • Added a field to specify the Context type that intent can return to the AppD Application schema and extended the findIntent API calls to be able to use it for resolution. (#499)
  • Added the ability to return a Channel from an intent (via the IntentResult type), resolver support for intents that return Channels and the concept of PrivateChannels. (#508)
  • Added error UserCancelled to the ResolveError enumeration to be used when user closes the resolver UI or otherwise cancels resolution of a raised intent (#522)
  • Added IntentDeliveryFailed to the ResolveError enumeration to be used when delivery of an intent and context to a targeted app or instance fails. (#601)
  • Added an instanceId (and optional instanceMetadata) field to AppMetadata allowing it to refer to specific app instances and thereby supporting targeting of intents to specific app instances. Also added a findInstances() function to the desktop agent and TargetAppUnavailable and TargetInstanceUnavailable Errors to the ResolveError enumeration. (#509)
  • Added a References and Bibliography section to the Standard's documentation to hold links to 'normative references' and other documentation that is useful for understanding the standard (#530)
  • Added a Trademarks page to website to acknowledge trademarks used within the Standard not owned by FINOS or the Linux Foundation (#534)
  • Added details of FDC3's existing versioning and deprecation policies to the FDC3 compliance page (#539)
  • Added a new experimental features policy, which exempts features designated as experimental from the versioning and deprecation policies, to the FDC3 compliance page (#549)
  • Added a recommended set of user channel definitions to the API docs and typescript sources (#727)
  • Added the optional exposure of originating app metadata to messages received via addContextListener and addIntentListener via the new ContextMetadata type. (#725)
  • Added the current app's AppMetadata to the ImplementationMetadata returned by fdc3.getInfo() allowing an app to retrieve its own metadata, according to the Desktop Agent (#726)
  • Added a context type representing a range of time (fdc3.timeRange). (#706)
  • Added a context type representing a Currency (fdc3.currency). (#708)
  • Added a context type representing the price and value of a holding (fdc3.valuation). (#709)
  • Added a context type representing a Chart (fdc3.chart). (#715)
  • Added a context type ChatInitSettings to initialize a chat creation with new optional parameters (#620)
  • Added guide on how to submit a new Intent. (#624)
  • Added a ViewResearch Intent to be used when a user wants to see the latest research on a particular stock (#623)
  • Added a ViewProfile intent, which supersedes the ViewContact intent which is deprecated. (#619)
  • Added a ViewInteractions intent to be used when a user wants to see the latest interactions (calls, meetings, conferences, roadshows) on a particular stock or with an individual or organization. (#625)
  • Added a ViewOrders intent to be used when a user wants to see the order history of an individual, an institution or of a particular instrument. (#672)
  • Added a StartEmail intent and fdc3.email context type to be used to initiate an email with a contact or list of contacts provided as part of the context. (#632)
  • Added a definition for "app directory record" to the FDC3 glossary to be used to refer to a single appD record (#658)
  • Added /v2/ paths to the AppD's specification, allowing a single implementation to support serving both FDC3 v1.2 and v2.0 application records, enabling simpler migration (#666)
  • Added a moreInfo URL field to AppD application records to enable linking to a web page with more information on an app (#669)
  • Added lang field to AppD application records to specify the primary language of an app and its appD record. (#670)
  • Added localizedVersions field to AppD application records to support localized versions of descriptive fields in the app records and alternative launch details for localized versions of the applications themselves. (#670)
  • Added type and details elements to AppD application records to support vendor-agnostic launch details for both web and native apps (#671)
  • Added categories field and recommended categories list to AppD application records to enable category based browsing of AppDs (#673)
  • Added an interop field to AppD application records, replacing the intents field, to more fully describe an app's use of FDC3 and enable search for apps that 'interoperate' with a selected app (#697)
  • Added AppIdentifier type, which is a new parent of AppMetadata and clarifies required fields for API call parameters which now prefer appId and instanceId over name (#722)
  • Added a getAppMetadata() function to the desktop agent that can be used to retrieve the full AppMetadata for an AppIdentifier and reduced types such as IntentResolution.source and ContextMetadata.source from AppMetadata to AppIdentifier to clarify what fields a developer can rely on and that they should manually retrieve the full AppMetadata when they need it for display purposes. (#751)

Changed

  • Consolidated Listener documentation with other types (#404)
  • Updated definition of the Position context type to support negative (short) positions (#419)
  • Upgraded web access statements from SHOULD to MUST in the API specification (#440)
  • Updated copyright notices (#467)
  • Adjusted wording in API spec and documentation to acknowledge the possibility of methods of intent resolution other than a resolver UI (#461)
  • Replaced 'System channels' with 'User channels' throughout the spec, documentation, API and methods.ts. Clarified spec and documentation where it is referring to User channels vs. App channels. Added support to methods.ts for automatic fallback to getSystemChannels if getUserChannels doesn't exist. (#470)
  • Moved the Icon type definition into the Types documentation page for consistency with other types. (#493
  • The fdc3.joinChannel(), fdc3.getCurrentChannel() and fdc3.leaveCurrentChannel() functions have been made optional for FDC3 API compliance, but are recommended through the application of the SHOULD keyword. (#512)
  • All DesktopAgent and Channel API functions are now async for consistency, changing the return type of the broadcast, addIntentListener, addContextListener and getInfo functions (#516)
  • IntentResolution now requires the name of the intent raised to included, allowing it to be used to determine the intent raised via fdc3.raiseIntentForContext(). (#507)
  • The App Directory record schema (Application) has had the manifestType and manifest properties removed and replaced with the new type (required), details and hostManifests properties (#437)
  • App Directory images field was replaced with screenshots to better align the application record with web application manifest and match its format to that used by icons (#675)
  • API AppMetadata type was updated to replace the images field with a screenshots field (an array of Image objects) matching the spec of the App Directory's screenshots field entries (#736)
  • App Directory endpoint for creating applications was removed as these will often be implementation dependent and should not be required for compliance (#695)
  • App Directory endpoint for searching applications was removed as searches over multiple app directories are better implemented by retrieving all the records and searching over the resulting combined dataset (#696)
  • Extended Intent Naming conventions and added hyperlinks for existing Intent spec definitions (#701)
  • Extended recommended field type conventions for contexts to include types for ids, times, dates, currency codes and country codes. The fdc3.country context type was updated to comply with the recommended field name for country codes (COUNTRY_ISOALPHA2). (#704)
  • The intents field of an AppD application records has been replaced with the interop field, to more fully describe an app's use of FDC3 and enable search for apps that 'interoperate' with a selected app (#697)

Deprecated

  • Deprecated the ViewContact intent, which is superseded by ViewProfile (#619)
  • Removed details of the 'global' channel that was deprecated in FDC3 1.2. (#496)
  • open, raiseIntent and raiseIntentForContext function signatures that make use of the app name have been deprecated in favour of using AppIdentifier (which is a new parent of AppMetadata that clarifies required fields for API call parameters) (#722)

Fixed

  • Removed trailing slashes from schema references (which break refs for schema parsers) (#374)
  • Corrected the definition of the Context type in documentation (#406])
  • Corrected syntax errors in context schema examples (#424)
  • Corrected a minor error in the ViewQuote Intent example (#439)
  • Clarified behavior of fdc3.addContextListener when not joined to a channel (#449)
  • Clarified existing behavior of joinChannel and addContextListener when joining a channel (#454)
  • Clarified numerous aspects of the existing raiseIntent behavior in the spec and documentation (#461)
  • Updated Methods.ts to support the updated signature for addContextListener introduced in FDC3 1.2 (#462)
  • Clarified the description of the addContextListener functions from the Desktop Agent and Channel APIs in spec and docs. (#492)
  • Clarified that implementing fdc3.getInfo() is required for compliance with the FDC3 standard (#515)
  • Corrected syntax errors in valuation schema (#834)
  • Clarified that API errors are promises rejected with a JavaScript (or language appropriate) Error Object with a message chosen from the error enumerations. (#843)
  • Clarified that findIntent functions should return the ResolveError.NoAppsFound error, rather than an AppIntent with an empty apps array when no apps are fund during intent resolution. (#843)
  • Clarified spec requirements for registration of intent handlers (SHOULD support interop.intents.listensFor in an appD record, may support other routes including dynamic registration at runtime) (#844)
  • Corrected schema definition for appD interop.intents.listensFor element (#847)

npm v1.2.0 - 2021-04-19

Added

  • ES6 functions for getInfo() and raiseIntentForContext() (#268, #324)
  • fdc3Ready() utility function that wraps checks for the window.fdc3 global object and new fdc3Ready event (#360)
  • compareVersionNumbers() and versionIsAtLeast() utility functions to complement getInfo() (#324)
  • An example application definition (#437
  • A test environment for the app directory specification and the example application definition (#437

Changed

  • addContextListener(contextType, handler) now supports passing null as the context type (#329)
  • All other API type changes and additions from the FDC3 Standard 1.2 release

Deprecated

  • addContextListener(handler) (#329)
  • IntentResolution.data (#341)

FDC3 Standard 1.2 - 2021-04-19

Added

  • New raiseIntentForContext() method (#268)
  • New fdc3Ready event (#269)
  • New getInfo() method that returns implementation metadata (#324)

Changed

  • fdc3.open() and fdc3.raiseIntent() now takes TargetApp, which resolves to string | AppMetadata (#272)
  • AppMetadata return type can now optionally include appId and version (#273)
  • addContextListener(contextType, handler) now supports passing null as the context type (#329)
  • Simplify API reference documentation and add info about supported platforms, including npm package (#349)

Deprecated

  • addContextListener(handler) (#329)
  • IntentResolution.data and 'global' channel concept (#341)

Fixed

  • Return type of getCurrentChannel() should be Promise<Channel | null> (#282)
  • leaveCurrentChannel() is missing from DesktopAgent interface (#283)

npm v1.1.1 - 2021-04-15

Fixed

  • Intents enum should contain StartChat not StartChart (#364)
  • Return type of getCurrentChannel() should be Promise<Channel | null> (#282)
  • Missing leaveCurrentChannel() export (#283)

npm v1.1.0 - 2021-04-14

Added

  • Build an npm package with exported TypeScript typings for API, Context Data and window.fdc3 global (#252)
  • Export helper enums for names of standardized Intents and ContextTypes (#264)
  • Export API operations as ES6 functions that can be directly imported (#266)
  • Check for the existence of window.fdc3 in ES6 functions, and reject or throw if not defined (#356)

Fixed

  • Return type of getCurrentChannel() should be Promise<Channel> (#222)

FDC3 Standard 1.1 - 2020-04-09

Added

  • JSON Schema definitions for agreed context types (#119):
    • fdc3.context
    • fdc3.instrument
    • fdc3.instrumentList
    • fdc3.contact
    • fdc3.contactList
    • fdc3.organization
    • fdc3.country
    • fdc3.position
    • fdc3.portfolio
  • API entry point for web - window.fdc3 (#139)
  • Use Case 17 (#153)
  • Channels API (#154):
    • fdc3.getSystemChannels
    • fdc3.getOrCreateChannel
    • fdc3.joinChannel
    • fdc3.leaveCurrentChannel
    • fdc3.getCurrentChannel
    • Channel interface
    • DisplayMetadata interface
    • ChannelError type
  • Type filtering support for getCurrentContext (#161)
  • Publish versioned JSON schemas to FDC3 website (#170)
  • Intent Reference and Context Data Reference documentation (#172)

Changed

  • Remove FactSet-specific examples from docs (#88)
  • Apply FINOS branding, styles and logos to the website (#96)
  • Include ChartIQ in "Who is using FDC3?" section on website (#100)
  • Expand AppMetadata interface with more application properties (#157)
  • Restructure some docs (#190)

Fixed

  • Several typos and broken links in docs
  • Various security vulnerabilities

FDC3 Standard 1.0 - 2019-03-28

Added

Changed

  • General cleanup of spelling, grammar and punctuation (#34)
  • Use cases call-out on website landing page (#54)
  • Proofreading of docs (#62)

Fixed

  • Remove unnecessary dates from use case file names (#41)
  • Header coloring on responsive website (#56)
  • Workflow numbers in Use Case 1 (#60)
  • Examples in Intent Overview (#65)
  • Errors in DesktopAgent API Reference (#66)