@cranberry-money/shared-utils 4.5.0 → 4.6.0

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

@@ -1 +1 @@
-{"version":3,"file":"badge-status.d.ts","sourceRoot":"","sources":["../src/badge-status.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EACL,qBAAqB,EACrB,oBAAoB,EACpB,sBAAsB,EACtB,mBAAmB,EAKnB,2BAA2B,EAC3B,4BAA4B,EAC5B,6BAA6B,EAC7B,6BAA6B,EAC7B,2BAA2B,EAM3B,gCAAgC,EAChC,0BAA0B,EAC1B,0BAA0B,EAC1B,4BAA4B,EAC5B,sCAAsC,EACtC,yCAAyC,EACzC,2BAA2B,EAC3B,2BAA2B,EAC3B,wBAAwB,EAUxB,0BAA0B,EAC1B,iCAAiC,EACjC,2BAA2B,EAC3B,0BAA0B,EAC1B,yBAAyB,EAM1B,MAAM,mCAAmC,CAAC;AAE3C,OAAO,KAAK,EAAgB,SAAS,EAAE,UAAU,EAAE,MAAM,SAAS,CAAC;AAGnE;;GAEG;AACH,MAAM,WAAW,gBAAiB,SAAQ,UAAU;IAClD,WAAW,EAAE,MAAM,CAAC;CACrB;AAED;;GAEG;AACH,MAAM,MAAM,WAAW,GACnB,OAAO,qBAAqB,GAC5B,OAAO,oBAAoB,GAC3B,OAAO,sBAAsB,GAC7B,OAAO,mBAAmB,GAC1B,OAAO,2BAA2B,GAClC,OAAO,6BAA6B,GACpC,OAAO,2BAA2B,CAAC;AAEvC;;GAEG;AACH,MAAM,MAAM,gBAAgB,GACxB,OAAO,gCAAgC,GACvC,OAAO,0BAA0B,GACjC,OAAO,0BAA0B,GACjC,OAAO,4BAA4B,GACnC,OAAO,sCAAsC,GAC7C,OAAO,yCAAyC,GAChD,OAAO,2BAA2B,GAClC,OAAO,2BAA2B,GAClC,OAAO,wBAAwB,CAAC;AAEpC;;GAEG;AACH,MAAM,MAAM,iBAAiB,GACzB,OAAO,0BAA0B,GACjC,OAAO,iCAAiC,GACxC,OAAO,2BAA2B,GAClC,OAAO,0BAA0B,GACjC,OAAO,yBAAyB,CAAC;AAErC;;GAEG;AACH,MAAM,MAAM,iBAAiB,GACzB,OAAO,2BAA2B,GAClC,OAAO,4BAA4B,GACnC,OAAO,6BAA6B,GACpC,OAAO,6BAA6B,GACpC,OAAO,2BAA2B,CAAC;AAgFvC;;;;;;;;;;;;GAYG;AACH,wBAAgB,mBAAmB,CACjC,MAAM,EAAE,WAAW,EACnB,IAAI,GAAE,SAAgB,GACrB,gBAAgB,CAUlB;AAED;;;;;;;;;;;;GAYG;AACH,wBAAgB,wBAAwB,CACtC,MAAM,EAAE,gBAAgB,EACxB,IAAI,GAAE,SAAgB,GACrB,gBAAgB,CAUlB;AAED;;;;;;;;;;;;GAYG;AACH,wBAAgB,yBAAyB,CACvC,MAAM,EAAE,iBAAiB,EACzB,IAAI,GAAE,SAAgB,GACrB,gBAAgB,CAUlB;AAED;;;;;;;;;;;;GAYG;AACH,wBAAgB,yBAAyB,CACvC,MAAM,EAAE,iBAAiB,EACzB,IAAI,GAAE,SAAgB,GACrB,gBAAgB,CAUlB"}
+{"version":3,"file":"badge-status.d.ts","sourceRoot":"","sources":["../src/badge-status.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EACL,qBAAqB,EACrB,oBAAoB,EACpB,sBAAsB,EACtB,mBAAmB,EAKnB,2BAA2B,EAC3B,4BAA4B,EAC5B,6BAA6B,EAC7B,6BAA6B,EAC7B,2BAA2B,EAM3B,gCAAgC,EAChC,0BAA0B,EAC1B,0BAA0B,EAC1B,4BAA4B,EAC5B,sCAAsC,EACtC,yCAAyC,EACzC,2BAA2B,EAC3B,2BAA2B,EAC3B,wBAAwB,EAUxB,0BAA0B,EAC1B,iCAAiC,EACjC,2BAA2B,EAC3B,0BAA0B,EAC1B,yBAAyB,EAM1B,MAAM,mCAAmC,CAAC;AAE3C,OAAO,KAAK,EAAgB,SAAS,EAAE,UAAU,EAAE,MAAM,SAAS,CAAC;AAGnE;;GAEG;AACH,MAAM,WAAW,gBAAiB,SAAQ,UAAU;IAClD,WAAW,EAAE,MAAM,CAAC;CACrB;AAED;;GAEG;AACH,MAAM,MAAM,WAAW,GACnB,OAAO,qBAAqB,GAC5B,OAAO,oBAAoB,GAC3B,OAAO,sBAAsB,GAC7B,OAAO,mBAAmB,GAC1B,OAAO,2BAA2B,GAClC,OAAO,6BAA6B,GACpC,OAAO,2BAA2B,CAAC;AAEvC;;GAEG;AACH,MAAM,MAAM,gBAAgB,GACxB,OAAO,gCAAgC,GACvC,OAAO,0BAA0B,GACjC,OAAO,0BAA0B,GACjC,OAAO,4BAA4B,GACnC,OAAO,sCAAsC,GAC7C,OAAO,yCAAyC,GAChD,OAAO,2BAA2B,GAClC,OAAO,2BAA2B,GAClC,OAAO,wBAAwB,CAAC;AAEpC;;GAEG;AACH,MAAM,MAAM,iBAAiB,GACzB,OAAO,0BAA0B,GACjC,OAAO,iCAAiC,GACxC,OAAO,2BAA2B,GAClC,OAAO,0BAA0B,GACjC,OAAO,yBAAyB,CAAC;AAErC;;GAEG;AACH,MAAM,MAAM,iBAAiB,GACzB,OAAO,2BAA2B,GAClC,OAAO,4BAA4B,GACnC,OAAO,6BAA6B,GACpC,OAAO,6BAA6B,GACpC,OAAO,2BAA2B,CAAC;AAgFvC;;;;;;;;;;;;GAYG;AACH,wBAAgB,mBAAmB,CAAC,MAAM,EAAE,WAAW,EAAE,IAAI,GAAE,SAAgB,GAAG,gBAAgB,CAUjG;AAED;;;;;;;;;;;;GAYG;AACH,wBAAgB,wBAAwB,CAAC,MAAM,EAAE,gBAAgB,EAAE,IAAI,GAAE,SAAgB,GAAG,gBAAgB,CAU3G;AAED;;;;;;;;;;;;GAYG;AACH,wBAAgB,yBAAyB,CAAC,MAAM,EAAE,iBAAiB,EAAE,IAAI,GAAE,SAAgB,GAAG,gBAAgB,CAU7G;AAED;;;;;;;;;;;;GAYG;AACH,wBAAgB,yBAAyB,CAAC,MAAM,EAAE,iBAAiB,EAAE,IAAI,GAAE,SAAgB,GAAG,gBAAgB,CAU7G"}

package/dist/index.d.ts

@@ -9,6 +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 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 @@
-{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAGH,OAAO,EAAE,YAAY,EAAE,MAAM,QAAQ,CAAC;AAGtC,OAAO,EAAE,UAAU,EAAE,eAAe,EAAE,UAAU,EAAE,cAAc,EAAE,MAAM,QAAQ,CAAC;AAGjF,OAAO,EACL,8BAA8B,EAC9B,qCAAqC,EACrC,cAAc,EACd,kBAAkB,EAClB,sBAAsB,EACtB,qBAAqB,EACrB,YAAY,GACb,MAAM,YAAY,CAAC;AAGpB,YAAY,EAAE,YAAY,EAAE,SAAS,EAAE,WAAW,EAAE,UAAU,EAAE,MAAM,SAAS,CAAC;AAChF,OAAO,EAAE,WAAW,EAAE,cAAc,EAAE,WAAW,EAAE,MAAM,SAAS,CAAC;AAGnE,YAAY,EACV,gBAAgB,EAChB,WAAW,EACX,gBAAgB,EAChB,iBAAiB,EACjB,iBAAiB,EAClB,MAAM,gBAAgB,CAAC;AACxB,OAAO,EACL,mBAAmB,EACnB,wBAAwB,EACxB,yBAAyB,EACzB,yBAAyB,GAC1B,MAAM,gBAAgB,CAAC"}
+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAGH,OAAO,EAAE,YAAY,EAAE,MAAM,QAAQ,CAAC;AAGtC,OAAO,EAAE,UAAU,EAAE,eAAe,EAAE,UAAU,EAAE,cAAc,EAAE,MAAM,QAAQ,CAAC;AAGjF,OAAO,EACL,8BAA8B,EAC9B,qCAAqC,EACrC,cAAc,EACd,kBAAkB,EAClB,sBAAsB,EACtB,qBAAqB,EACrB,YAAY,GACb,MAAM,YAAY,CAAC;AAGpB,YAAY,EAAE,YAAY,EAAE,SAAS,EAAE,WAAW,EAAE,UAAU,EAAE,MAAM,SAAS,CAAC;AAChF,OAAO,EAAE,WAAW,EAAE,cAAc,EAAE,WAAW,EAAE,MAAM,SAAS,CAAC;AAGnE,YAAY,EACV,gBAAgB,EAChB,WAAW,EACX,gBAAgB,EAChB,iBAAiB,EACjB,iBAAiB,GAClB,MAAM,gBAAgB,CAAC;AACxB,OAAO,EACL,mBAAmB,EACnB,wBAAwB,EACxB,yBAAyB,EACzB,yBAAyB,GAC1B,MAAM,gBAAgB,CAAC;AAGxB,OAAO,EACL,oBAAoB,EACpB,mBAAmB,EACnB,mBAAmB,EACnB,iBAAiB,GAClB,MAAM,aAAa,CAAC"}

package/dist/index.js

@@ -12,3 +12,5 @@ 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 { 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 @@
+{"version":3,"file":"portfolio.d.ts","sourceRoot":"","sources":["../src/portfolio.ts"],"names":[],"mappings":"AAAA;;;;;;GAMG;AAKH;;;;;;;;;;;GAWG;AACH,wBAAgB,oBAAoB,CAAC,KAAK,EAAE,MAAM,GAAG,MAAM,GAAG,MAAM,CAMnE;AAED;;;;;;;;;;;;;GAaG;AACH,wBAAgB,mBAAmB,CAAC,WAAW,EAAE,MAAM,GAAG,MAAM,EAAE,WAAW,EAAE,MAAM,GAAG,MAAM,GAAG,MAAM,CAItG;AAED;;;;;;;;;;;;;;GAcG;AACH,wBAAgB,mBAAmB,CAAC,WAAW,EAAE,MAAM,GAAG,MAAM,EAAE,UAAU,EAAE,MAAM,GAAG,MAAM,GAAG,MAAM,CAIrG;AAED;;;;;;;;;;;;;;GAcG;AACH,wBAAgB,iBAAiB,CAAC,WAAW,EAAE,MAAM,GAAG,MAAM,EAAE,UAAU,EAAE,MAAM,GAAG,MAAM,GAAG,MAAM,CAInG"}

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": "4.5.0",
+  "version": "4.6.0",
   "description": "Shared utility functions for MyPortfolio platform",
   "type": "module",
   "main": "dist/index.js",