@cranberry-money/shared-utils 4.4.0 → 4.6.0

package/dist/badge-status.d.ts

@@ -0,0 +1,87 @@
+/**
+ * Badge Status Utilities - Status-specific badge functions
+ *
+ * This module provides pre-configured badge functions for common status types
+ * in the MyPortfolio platform. It builds on top of the core badge system.
+ */
+import { TRADE_STATUS_EXECUTED, TRADE_STATUS_SETTLED, TRADE_STATUS_CANCELLED, TRADE_STATUS_FAILED, TARGET_TRADE_STATUS_PENDING, TARGET_TRADE_STATUS_APPROVED, TARGET_TRADE_STATUS_SUBMITTED, TARGET_TRADE_STATUS_CANCELLED, TARGET_TRADE_STATUS_EXPIRED, WITHDRAWAL_STATUS_PENDING_REVIEW, WITHDRAWAL_STATUS_APPROVED, WITHDRAWAL_STATUS_REJECTED, WITHDRAWAL_STATUS_PROCESSING, WITHDRAWAL_STATUS_AWAITING_LIQUIDATION, WITHDRAWAL_STATUS_LIQUIDATION_IN_PROGRESS, WITHDRAWAL_STATUS_COMPLETED, WITHDRAWAL_STATUS_CANCELLED, WITHDRAWAL_STATUS_FAILED, LIQUIDATION_STATUS_PENDING, LIQUIDATION_STATUS_TRADES_CREATED, LIQUIDATION_STATUS_EXECUTED, LIQUIDATION_STATUS_SETTLED, LIQUIDATION_STATUS_FAILED } from '@cranberry-money/shared-constants';
+import type { BadgeSize, BadgeStyle } from './badge';
+/**
+ * Extended badge style with display text for status badges
+ */
+export interface StatusBadgeStyle extends BadgeStyle {
+    displayText: string;
+}
+/**
+ * Trade status type encompassing regular and target trades
+ */
+export type TradeStatus = typeof TRADE_STATUS_EXECUTED | typeof TRADE_STATUS_SETTLED | typeof TRADE_STATUS_CANCELLED | typeof TRADE_STATUS_FAILED | typeof TARGET_TRADE_STATUS_PENDING | typeof TARGET_TRADE_STATUS_SUBMITTED | typeof TARGET_TRADE_STATUS_EXPIRED;
+/**
+ * Withdrawal status type
+ */
+export type WithdrawalStatus = typeof WITHDRAWAL_STATUS_PENDING_REVIEW | typeof WITHDRAWAL_STATUS_APPROVED | typeof WITHDRAWAL_STATUS_REJECTED | typeof WITHDRAWAL_STATUS_PROCESSING | typeof WITHDRAWAL_STATUS_AWAITING_LIQUIDATION | typeof WITHDRAWAL_STATUS_LIQUIDATION_IN_PROGRESS | typeof WITHDRAWAL_STATUS_COMPLETED | typeof WITHDRAWAL_STATUS_CANCELLED | typeof WITHDRAWAL_STATUS_FAILED;
+/**
+ * Liquidation status type
+ */
+export type LiquidationStatus = typeof LIQUIDATION_STATUS_PENDING | typeof LIQUIDATION_STATUS_TRADES_CREATED | typeof LIQUIDATION_STATUS_EXECUTED | typeof LIQUIDATION_STATUS_SETTLED | typeof LIQUIDATION_STATUS_FAILED;
+/**
+ * Target trade status type
+ */
+export type TargetTradeStatus = typeof TARGET_TRADE_STATUS_PENDING | typeof TARGET_TRADE_STATUS_APPROVED | typeof TARGET_TRADE_STATUS_SUBMITTED | typeof TARGET_TRADE_STATUS_CANCELLED | typeof TARGET_TRADE_STATUS_EXPIRED;
+/**
+ * Creates a badge for trade status
+ *
+ * @param status - Trade status constant
+ * @param size - Badge size (default: 'md')
+ * @returns Badge style with display text and accessibility attributes
+ *
+ * @example
+ * ```typescript
+ * const badge = getTradeStatusBadge(TRADE_STATUS_SETTLED);
+ * // Returns badge with success variant and "Settled" display text
+ * ```
+ */
+export declare function getTradeStatusBadge(status: TradeStatus, size?: BadgeSize): StatusBadgeStyle;
+/**
+ * Creates a badge for withdrawal status
+ *
+ * @param status - Withdrawal status constant
+ * @param size - Badge size (default: 'md')
+ * @returns Badge style with display text and accessibility attributes
+ *
+ * @example
+ * ```typescript
+ * const badge = getWithdrawalStatusBadge(WITHDRAWAL_STATUS_APPROVED);
+ * // Returns badge with success variant and "Approved" display text
+ * ```
+ */
+export declare function getWithdrawalStatusBadge(status: WithdrawalStatus, size?: BadgeSize): StatusBadgeStyle;
+/**
+ * Creates a badge for liquidation status
+ *
+ * @param status - Liquidation status constant
+ * @param size - Badge size (default: 'md')
+ * @returns Badge style with display text and accessibility attributes
+ *
+ * @example
+ * ```typescript
+ * const badge = getLiquidationStatusBadge(LIQUIDATION_STATUS_SETTLED);
+ * // Returns badge with success variant and "Settled" display text
+ * ```
+ */
+export declare function getLiquidationStatusBadge(status: LiquidationStatus, size?: BadgeSize): StatusBadgeStyle;
+/**
+ * Creates a badge for target trade status
+ *
+ * @param status - Target trade status constant
+ * @param size - Badge size (default: 'md')
+ * @returns Badge style with display text and accessibility attributes
+ *
+ * @example
+ * ```typescript
+ * const badge = getTargetTradeStatusBadge(TARGET_TRADE_STATUS_PENDING);
+ * // Returns badge with warning variant and "Pending" display text
+ * ```
+ */
+export declare function getTargetTradeStatusBadge(status: TargetTradeStatus, size?: BadgeSize): StatusBadgeStyle;
+//# sourceMappingURL=badge-status.d.ts.map

package/dist/badge-status.d.ts.map

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package/dist/badge-status.js

@@ -0,0 +1,170 @@
+/**
+ * Badge Status Utilities - Status-specific badge functions
+ *
+ * This module provides pre-configured badge functions for common status types
+ * in the MyPortfolio platform. It builds on top of the core badge system.
+ */
+import { TRADE_STATUS_EXECUTED, TRADE_STATUS_SETTLED, TRADE_STATUS_CANCELLED, TRADE_STATUS_FAILED, TRADE_STATUS_LABEL_EXECUTED, TRADE_STATUS_LABEL_SETTLED, TRADE_STATUS_LABEL_CANCELLED, TRADE_STATUS_LABEL_FAILED, TARGET_TRADE_STATUS_PENDING, TARGET_TRADE_STATUS_APPROVED, TARGET_TRADE_STATUS_SUBMITTED, TARGET_TRADE_STATUS_CANCELLED, TARGET_TRADE_STATUS_EXPIRED, TARGET_TRADE_STATUS_LABEL_PENDING, TARGET_TRADE_STATUS_LABEL_APPROVED, TARGET_TRADE_STATUS_LABEL_SUBMITTED, TARGET_TRADE_STATUS_LABEL_CANCELLED, TARGET_TRADE_STATUS_LABEL_EXPIRED, WITHDRAWAL_STATUS_PENDING_REVIEW, WITHDRAWAL_STATUS_APPROVED, WITHDRAWAL_STATUS_REJECTED, WITHDRAWAL_STATUS_PROCESSING, WITHDRAWAL_STATUS_AWAITING_LIQUIDATION, WITHDRAWAL_STATUS_LIQUIDATION_IN_PROGRESS, WITHDRAWAL_STATUS_COMPLETED, WITHDRAWAL_STATUS_CANCELLED, WITHDRAWAL_STATUS_FAILED, WITHDRAWAL_STATUS_LABEL_PENDING_REVIEW, WITHDRAWAL_STATUS_LABEL_APPROVED, WITHDRAWAL_STATUS_LABEL_REJECTED, WITHDRAWAL_STATUS_LABEL_PROCESSING, WITHDRAWAL_STATUS_LABEL_AWAITING_LIQUIDATION, WITHDRAWAL_STATUS_LABEL_LIQUIDATION_IN_PROGRESS, WITHDRAWAL_STATUS_LABEL_COMPLETED, WITHDRAWAL_STATUS_LABEL_CANCELLED, WITHDRAWAL_STATUS_LABEL_FAILED, LIQUIDATION_STATUS_PENDING, LIQUIDATION_STATUS_TRADES_CREATED, LIQUIDATION_STATUS_EXECUTED, LIQUIDATION_STATUS_SETTLED, LIQUIDATION_STATUS_FAILED, LIQUIDATION_STATUS_LABEL_PENDING, LIQUIDATION_STATUS_LABEL_TRADES_CREATED, LIQUIDATION_STATUS_LABEL_EXECUTED, LIQUIDATION_STATUS_LABEL_SETTLED, LIQUIDATION_STATUS_LABEL_FAILED, } from '@cranberry-money/shared-constants';
+import { createBadge } from './badge';
+// Status to variant mappings
+const TRADE_STATUS_MAPPING = {
+    [TRADE_STATUS_EXECUTED]: 'primary',
+    [TRADE_STATUS_SETTLED]: 'success',
+    [TRADE_STATUS_CANCELLED]: 'error',
+    [TRADE_STATUS_FAILED]: 'error',
+    [TARGET_TRADE_STATUS_PENDING]: 'warning',
+    [TARGET_TRADE_STATUS_SUBMITTED]: 'primary',
+    [TARGET_TRADE_STATUS_EXPIRED]: 'neutral',
+};
+const WITHDRAWAL_STATUS_MAPPING = {
+    [WITHDRAWAL_STATUS_PENDING_REVIEW]: 'warning',
+    [WITHDRAWAL_STATUS_APPROVED]: 'success',
+    [WITHDRAWAL_STATUS_REJECTED]: 'error',
+    [WITHDRAWAL_STATUS_PROCESSING]: 'primary',
+    [WITHDRAWAL_STATUS_AWAITING_LIQUIDATION]: 'warning',
+    [WITHDRAWAL_STATUS_LIQUIDATION_IN_PROGRESS]: 'primary',
+    [WITHDRAWAL_STATUS_COMPLETED]: 'success',
+    [WITHDRAWAL_STATUS_CANCELLED]: 'neutral',
+    [WITHDRAWAL_STATUS_FAILED]: 'error',
+};
+const LIQUIDATION_STATUS_MAPPING = {
+    [LIQUIDATION_STATUS_PENDING]: 'warning',
+    [LIQUIDATION_STATUS_TRADES_CREATED]: 'primary',
+    [LIQUIDATION_STATUS_EXECUTED]: 'primary',
+    [LIQUIDATION_STATUS_SETTLED]: 'success',
+    [LIQUIDATION_STATUS_FAILED]: 'error',
+};
+const TARGET_TRADE_STATUS_MAPPING = {
+    [TARGET_TRADE_STATUS_PENDING]: 'warning',
+    [TARGET_TRADE_STATUS_APPROVED]: 'success',
+    [TARGET_TRADE_STATUS_SUBMITTED]: 'primary',
+    [TARGET_TRADE_STATUS_CANCELLED]: 'error',
+    [TARGET_TRADE_STATUS_EXPIRED]: 'neutral',
+};
+// Status to label mappings
+const TRADE_STATUS_LABELS = {
+    [TRADE_STATUS_EXECUTED]: TRADE_STATUS_LABEL_EXECUTED,
+    [TRADE_STATUS_SETTLED]: TRADE_STATUS_LABEL_SETTLED,
+    [TRADE_STATUS_CANCELLED]: TRADE_STATUS_LABEL_CANCELLED,
+    [TRADE_STATUS_FAILED]: TRADE_STATUS_LABEL_FAILED,
+    [TARGET_TRADE_STATUS_PENDING]: TARGET_TRADE_STATUS_LABEL_PENDING,
+    [TARGET_TRADE_STATUS_SUBMITTED]: TARGET_TRADE_STATUS_LABEL_SUBMITTED,
+    [TARGET_TRADE_STATUS_EXPIRED]: TARGET_TRADE_STATUS_LABEL_EXPIRED,
+};
+const WITHDRAWAL_STATUS_LABELS = {
+    [WITHDRAWAL_STATUS_PENDING_REVIEW]: WITHDRAWAL_STATUS_LABEL_PENDING_REVIEW,
+    [WITHDRAWAL_STATUS_APPROVED]: WITHDRAWAL_STATUS_LABEL_APPROVED,
+    [WITHDRAWAL_STATUS_REJECTED]: WITHDRAWAL_STATUS_LABEL_REJECTED,
+    [WITHDRAWAL_STATUS_PROCESSING]: WITHDRAWAL_STATUS_LABEL_PROCESSING,
+    [WITHDRAWAL_STATUS_AWAITING_LIQUIDATION]: WITHDRAWAL_STATUS_LABEL_AWAITING_LIQUIDATION,
+    [WITHDRAWAL_STATUS_LIQUIDATION_IN_PROGRESS]: WITHDRAWAL_STATUS_LABEL_LIQUIDATION_IN_PROGRESS,
+    [WITHDRAWAL_STATUS_COMPLETED]: WITHDRAWAL_STATUS_LABEL_COMPLETED,
+    [WITHDRAWAL_STATUS_CANCELLED]: WITHDRAWAL_STATUS_LABEL_CANCELLED,
+    [WITHDRAWAL_STATUS_FAILED]: WITHDRAWAL_STATUS_LABEL_FAILED,
+};
+const LIQUIDATION_STATUS_LABELS = {
+    [LIQUIDATION_STATUS_PENDING]: LIQUIDATION_STATUS_LABEL_PENDING,
+    [LIQUIDATION_STATUS_TRADES_CREATED]: LIQUIDATION_STATUS_LABEL_TRADES_CREATED,
+    [LIQUIDATION_STATUS_EXECUTED]: LIQUIDATION_STATUS_LABEL_EXECUTED,
+    [LIQUIDATION_STATUS_SETTLED]: LIQUIDATION_STATUS_LABEL_SETTLED,
+    [LIQUIDATION_STATUS_FAILED]: LIQUIDATION_STATUS_LABEL_FAILED,
+};
+const TARGET_TRADE_STATUS_LABELS = {
+    [TARGET_TRADE_STATUS_PENDING]: TARGET_TRADE_STATUS_LABEL_PENDING,
+    [TARGET_TRADE_STATUS_APPROVED]: TARGET_TRADE_STATUS_LABEL_APPROVED,
+    [TARGET_TRADE_STATUS_SUBMITTED]: TARGET_TRADE_STATUS_LABEL_SUBMITTED,
+    [TARGET_TRADE_STATUS_CANCELLED]: TARGET_TRADE_STATUS_LABEL_CANCELLED,
+    [TARGET_TRADE_STATUS_EXPIRED]: TARGET_TRADE_STATUS_LABEL_EXPIRED,
+};
+/**
+ * Creates a badge for trade status
+ *
+ * @param status - Trade status constant
+ * @param size - Badge size (default: 'md')
+ * @returns Badge style with display text and accessibility attributes
+ *
+ * @example
+ * ```typescript
+ * const badge = getTradeStatusBadge(TRADE_STATUS_SETTLED);
+ * // Returns badge with success variant and "Settled" display text
+ * ```
+ */
+export function getTradeStatusBadge(status, size = 'md') {
+    const variant = TRADE_STATUS_MAPPING[status] || 'neutral';
+    const badge = createBadge({ variant, size });
+    const displayText = TRADE_STATUS_LABELS[status] || status.charAt(0) + status.slice(1).toLowerCase();
+    return {
+        ...badge,
+        displayText,
+        ariaLabel: `Trade status: ${displayText}`,
+    };
+}
+/**
+ * Creates a badge for withdrawal status
+ *
+ * @param status - Withdrawal status constant
+ * @param size - Badge size (default: 'md')
+ * @returns Badge style with display text and accessibility attributes
+ *
+ * @example
+ * ```typescript
+ * const badge = getWithdrawalStatusBadge(WITHDRAWAL_STATUS_APPROVED);
+ * // Returns badge with success variant and "Approved" display text
+ * ```
+ */
+export function getWithdrawalStatusBadge(status, size = 'md') {
+    const variant = WITHDRAWAL_STATUS_MAPPING[status] || 'neutral';
+    const badge = createBadge({ variant, size });
+    const displayText = WITHDRAWAL_STATUS_LABELS[status] || status;
+    return {
+        ...badge,
+        displayText,
+        ariaLabel: `Withdrawal status: ${displayText}`,
+    };
+}
+/**
+ * Creates a badge for liquidation status
+ *
+ * @param status - Liquidation status constant
+ * @param size - Badge size (default: 'md')
+ * @returns Badge style with display text and accessibility attributes
+ *
+ * @example
+ * ```typescript
+ * const badge = getLiquidationStatusBadge(LIQUIDATION_STATUS_SETTLED);
+ * // Returns badge with success variant and "Settled" display text
+ * ```
+ */
+export function getLiquidationStatusBadge(status, size = 'md') {
+    const variant = LIQUIDATION_STATUS_MAPPING[status] || 'neutral';
+    const badge = createBadge({ variant, size });
+    const displayText = LIQUIDATION_STATUS_LABELS[status] || status;
+    return {
+        ...badge,
+        displayText,
+        ariaLabel: `Liquidation status: ${displayText}`,
+    };
+}
+/**
+ * Creates a badge for target trade status
+ *
+ * @param status - Target trade status constant
+ * @param size - Badge size (default: 'md')
+ * @returns Badge style with display text and accessibility attributes
+ *
+ * @example
+ * ```typescript
+ * const badge = getTargetTradeStatusBadge(TARGET_TRADE_STATUS_PENDING);
+ * // Returns badge with warning variant and "Pending" display text
+ * ```
+ */
+export function getTargetTradeStatusBadge(status, size = 'md') {
+    const variant = TARGET_TRADE_STATUS_MAPPING[status] || 'neutral';
+    const badge = createBadge({ variant, size });
+    const displayText = TARGET_TRADE_STATUS_LABELS[status] || status;
+    return {
+        ...badge,
+        displayText,
+        ariaLabel: `Target trade status: ${displayText}`,
+    };
+}

package/dist/index.d.ts

@@ -9,4 +9,7 @@ export { formatDate, formatShortDate, formatTime, formatDateTime } from './date'
 export { NUMBER_FORMAT_OPTIONS_CURRENCY, NUMBER_FORMAT_OPTIONS_CURRENCY_SIGNED, formatCurrency, parseCurrencyInput, formatCurrencyWithCode, formatDefaultCurrency, formatShares, } from './currency';
 export type { BadgeVariant, BadgeSize, BadgeConfig, BadgeStyle } from './badge';
 export { createBadge, BADGE_VARIANTS, BADGE_SIZES } from './badge';
+export type { StatusBadgeStyle, TradeStatus, WithdrawalStatus, LiquidationStatus, TargetTradeStatus, } from './badge-status';
+export { getTradeStatusBadge, getWithdrawalStatusBadge, getLiquidationStatusBadge, getTargetTradeStatusBadge, } from './badge-status';
+export { formatPortfolioValue, calculateTotalValue, getMarketAllocation, getCashAllocation, } from './portfolio';
 //# sourceMappingURL=index.d.ts.map

package/dist/index.d.ts.map

@@ -1 +1 @@
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package/dist/index.js

@@ -11,3 +11,6 @@ export { formatDate, formatShortDate, formatTime, formatDateTime } from './date'
 // Currency formatting utilities
 export { NUMBER_FORMAT_OPTIONS_CURRENCY, NUMBER_FORMAT_OPTIONS_CURRENCY_SIGNED, formatCurrency, parseCurrencyInput, formatCurrencyWithCode, formatDefaultCurrency, formatShares, } from './currency';
 export { createBadge, BADGE_VARIANTS, BADGE_SIZES } from './badge';
+export { getTradeStatusBadge, getWithdrawalStatusBadge, getLiquidationStatusBadge, getTargetTradeStatusBadge, } from './badge-status';
+// Portfolio utilities
+export { formatPortfolioValue, calculateTotalValue, getMarketAllocation, getCashAllocation, } from './portfolio';

package/dist/portfolio.d.ts

@@ -0,0 +1,68 @@
+/**
+ * Portfolio calculation and formatting utilities
+ *
+ * This module provides pure functions for portfolio value calculations,
+ * allocations, and formatting. All functions handle string or number inputs
+ * for flexibility with API responses.
+ */
+/**
+ * Formats a portfolio value as currency with AUD
+ *
+ * @param value - Portfolio value as string or number
+ * @returns Formatted currency string with AUD symbol
+ *
+ * @example
+ * ```typescript
+ * formatPortfolioValue(12345.67) // 'A$12,345.67'
+ * formatPortfolioValue('12345.67') // 'A$12,345.67'
+ * ```
+ */
+export declare function formatPortfolioValue(value: string | number): string;
+/**
+ * Calculates total portfolio value from market value and cash balance
+ *
+ * @param marketValue - Market value of holdings
+ * @param cashBalance - Cash balance in portfolio
+ * @returns Total portfolio value as number
+ *
+ * @example
+ * ```typescript
+ * calculateTotalValue(10000, 5000) // 15000
+ * calculateTotalValue('10000', '5000') // 15000
+ * calculateTotalValue('10000.50', 5000.25) // 15000.75
+ * ```
+ */
+export declare function calculateTotalValue(marketValue: string | number, cashBalance: string | number): number;
+/**
+ * Calculates market allocation percentage in portfolio
+ *
+ * @param marketValue - Market value of holdings
+ * @param totalValue - Total portfolio value
+ * @returns Market allocation percentage (0-100)
+ *
+ * @example
+ * ```typescript
+ * getMarketAllocation(7500, 10000) // 75
+ * getMarketAllocation('7500', '10000') // 75
+ * getMarketAllocation(0, 10000) // 0
+ * getMarketAllocation(100, 0) // 0 (prevents division by zero)
+ * ```
+ */
+export declare function getMarketAllocation(marketValue: string | number, totalValue: string | number): number;
+/**
+ * Calculates cash allocation percentage in portfolio
+ *
+ * @param cashBalance - Cash balance in portfolio
+ * @param totalValue - Total portfolio value
+ * @returns Cash allocation percentage (0-100)
+ *
+ * @example
+ * ```typescript
+ * getCashAllocation(2500, 10000) // 25
+ * getCashAllocation('2500', '10000') // 25
+ * getCashAllocation(0, 10000) // 0
+ * getCashAllocation(100, 0) // 0 (prevents division by zero)
+ * ```
+ */
+export declare function getCashAllocation(cashBalance: string | number, totalValue: string | number): number;
+//# sourceMappingURL=portfolio.d.ts.map

package/dist/portfolio.d.ts.map

@@ -0,0 +1 @@
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package/dist/portfolio.js

@@ -0,0 +1,87 @@
+/**
+ * Portfolio calculation and formatting utilities
+ *
+ * This module provides pure functions for portfolio value calculations,
+ * allocations, and formatting. All functions handle string or number inputs
+ * for flexibility with API responses.
+ */
+import { LOCALE_AUSTRALIA, DEFAULT_NUMERIC_ZERO, DEFAULT_EMPTY_STRING, CURRENCY_AUD } from '@cranberry-money/shared-constants';
+import { NUMBER_FORMAT_OPTIONS_CURRENCY } from './currency';
+/**
+ * Formats a portfolio value as currency with AUD
+ *
+ * @param value - Portfolio value as string or number
+ * @returns Formatted currency string with AUD symbol
+ *
+ * @example
+ * ```typescript
+ * formatPortfolioValue(12345.67) // 'A$12,345.67'
+ * formatPortfolioValue('12345.67') // 'A$12,345.67'
+ * ```
+ */
+export function formatPortfolioValue(value) {
+    const numValue = typeof value === 'string' ? parseFloat(value) : value;
+    return new Intl.NumberFormat(LOCALE_AUSTRALIA, {
+        ...NUMBER_FORMAT_OPTIONS_CURRENCY,
+        currency: CURRENCY_AUD,
+    }).format(numValue);
+}
+/**
+ * Calculates total portfolio value from market value and cash balance
+ *
+ * @param marketValue - Market value of holdings
+ * @param cashBalance - Cash balance in portfolio
+ * @returns Total portfolio value as number
+ *
+ * @example
+ * ```typescript
+ * calculateTotalValue(10000, 5000) // 15000
+ * calculateTotalValue('10000', '5000') // 15000
+ * calculateTotalValue('10000.50', 5000.25) // 15000.75
+ * ```
+ */
+export function calculateTotalValue(marketValue, cashBalance) {
+    const market = typeof marketValue === 'string' ? parseFloat(marketValue || DEFAULT_EMPTY_STRING) : marketValue;
+    const cash = typeof cashBalance === 'string' ? parseFloat(cashBalance || DEFAULT_EMPTY_STRING) : cashBalance;
+    return market + cash;
+}
+/**
+ * Calculates market allocation percentage in portfolio
+ *
+ * @param marketValue - Market value of holdings
+ * @param totalValue - Total portfolio value
+ * @returns Market allocation percentage (0-100)
+ *
+ * @example
+ * ```typescript
+ * getMarketAllocation(7500, 10000) // 75
+ * getMarketAllocation('7500', '10000') // 75
+ * getMarketAllocation(0, 10000) // 0
+ * getMarketAllocation(100, 0) // 0 (prevents division by zero)
+ * ```
+ */
+export function getMarketAllocation(marketValue, totalValue) {
+    const market = typeof marketValue === 'string' ? parseFloat(marketValue || DEFAULT_EMPTY_STRING) : marketValue;
+    const total = typeof totalValue === 'string' ? parseFloat(totalValue || DEFAULT_EMPTY_STRING) : totalValue;
+    return total > DEFAULT_NUMERIC_ZERO ? (market / total) * 100 : DEFAULT_NUMERIC_ZERO;
+}
+/**
+ * Calculates cash allocation percentage in portfolio
+ *
+ * @param cashBalance - Cash balance in portfolio
+ * @param totalValue - Total portfolio value
+ * @returns Cash allocation percentage (0-100)
+ *
+ * @example
+ * ```typescript
+ * getCashAllocation(2500, 10000) // 25
+ * getCashAllocation('2500', '10000') // 25
+ * getCashAllocation(0, 10000) // 0
+ * getCashAllocation(100, 0) // 0 (prevents division by zero)
+ * ```
+ */
+export function getCashAllocation(cashBalance, totalValue) {
+    const cash = typeof cashBalance === 'string' ? parseFloat(cashBalance || DEFAULT_EMPTY_STRING) : cashBalance;
+    const total = typeof totalValue === 'string' ? parseFloat(totalValue || DEFAULT_EMPTY_STRING) : totalValue;
+    return total > DEFAULT_NUMERIC_ZERO ? (cash / total) * 100 : DEFAULT_NUMERIC_ZERO;
+}

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@cranberry-money/shared-utils",
-  "version": "4.4.0",
+  "version": "4.6.0",
   "description": "Shared utility functions for MyPortfolio platform",
   "type": "module",
   "main": "dist/index.js",