@cranberry-money/shared-utils 1.0.1 → 3.0.1

package/dist/index.d.ts

@@ -3,4 +3,5 @@
  */
 export * from './formatters';
 export * from './helpers';
+export * from './portfolio';
 //# sourceMappingURL=index.d.ts.map

package/dist/index.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":"AAAA;;GAEG;AAEH,cAAc,cAAc,CAAC;AAC7B,cAAc,WAAW,CAAC"}
+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":"AAAA;;GAEG;AAEH,cAAc,cAAc,CAAC;AAC7B,cAAc,WAAW,CAAC;AAC1B,cAAc,aAAa,CAAC"}

package/dist/index.js

@@ -3,3 +3,4 @@
  */
 export * from './formatters';
 export * from './helpers';
+export * from './portfolio';

package/dist/portfolio/index.d.ts

@@ -0,0 +1,16 @@
+/**
+ * Portfolio utility functions
+ * Calculations and processing for portfolio data
+ */
+import type { PortfolioServices } from '@cranberry-money/shared-services';
+/**
+ * Calculate the actual percentage allocations based on holdings
+ * Returns a map of instrument UUID to percentage
+ */
+export declare const calculateHoldingAllocations: (holdings: PortfolioServices.AssetHolding[]) => Record<string, number>;
+/**
+ * Format quantity for display
+ * Handles fractional shares and whole numbers appropriately
+ */
+export declare const formatQuantity: (quantity?: number) => string;
+//# sourceMappingURL=index.d.ts.map

package/dist/portfolio/index.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../src/portfolio/index.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,KAAK,EAAE,iBAAiB,EAAE,MAAM,kCAAkC,CAAC;AAE1E;;;GAGG;AACH,eAAO,MAAM,2BAA2B,GAAI,UAAU,iBAAiB,CAAC,YAAY,EAAE,KAAG,MAAM,CAAC,MAAM,EAAE,MAAM,CAwB7G,CAAC;AAEF;;;GAGG;AACH,eAAO,MAAM,cAAc,GAAI,WAAW,MAAM,KAAG,MAWlD,CAAC"}

package/dist/portfolio/index.js

@@ -0,0 +1,44 @@
+/**
+ * Portfolio utility functions
+ * Calculations and processing for portfolio data
+ */
+/**
+ * Calculate the actual percentage allocations based on holdings
+ * Returns a map of instrument UUID to percentage
+ */
+export const calculateHoldingAllocations = (holdings) => {
+    // Calculate total portfolio value
+    const totalValue = holdings.reduce((sum, holding) => {
+        const price = parseFloat(holding.instrument.currentPrice || '0');
+        const value = holding.quantity * price;
+        return sum + value;
+    }, 0);
+    // If no value, return empty allocations
+    if (totalValue === 0) {
+        return {};
+    }
+    // Calculate percentage for each holding
+    const allocations = {};
+    holdings.forEach((holding) => {
+        const price = parseFloat(holding.instrument.currentPrice || '0');
+        const value = holding.quantity * price;
+        const percentage = (value / totalValue) * 100;
+        allocations[holding.instrument.uuid] = percentage;
+    });
+    return allocations;
+};
+/**
+ * Format quantity for display
+ * Handles fractional shares and whole numbers appropriately
+ */
+export const formatQuantity = (quantity) => {
+    if (quantity === undefined || quantity === null)
+        return '0';
+    // For whole numbers, show without decimals
+    if (Number.isInteger(quantity)) {
+        return quantity.toString();
+    }
+    // For fractional shares, show up to 6 decimal places
+    // Remove trailing zeros
+    return quantity.toFixed(6).replace(/\.?0+$/, '');
+};

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@cranberry-money/shared-utils",
-  "version": "1.0.1",
+  "version": "3.0.1",
   "description": "Shared utility functions for MyPortfolio platform",
   "main": "dist/index.js",
   "types": "dist/index.d.ts",
@@ -21,7 +21,8 @@
     "dev": "tsc --watch"
   },
   "dependencies": {
-    "@cranberry-money/shared-constants": "^1.0.1"
+    "@cranberry-money/shared-constants": "^3.0.0",
+    "@cranberry-money/shared-services": "^3.0.0"
   },
   "devDependencies": {
     "typescript": "^5.0.0"