@cranberry-money/shared-utils 4.5.0 → 4.7.0

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

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package/dist/index.d.ts

@@ -9,6 +9,9 @@ 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';
+export type { LiquidationProgress } from './withdrawal';
+export { formatWithdrawalAmount, formatLiquidationValue, formatSharesQuantity, calculateLiquidationProgress, getTotalEstimatedValue, } from './withdrawal';
 //# sourceMappingURL=index.d.ts.map

package/dist/index.d.ts.map

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package/dist/index.js

@@ -12,3 +12,6 @@ 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';
+export { formatWithdrawalAmount, formatLiquidationValue, formatSharesQuantity, calculateLiquidationProgress, getTotalEstimatedValue, } from './withdrawal';

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

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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/dist/withdrawal.d.ts

@@ -0,0 +1,97 @@
+/**
+ * Withdrawal-related utility functions
+ *
+ * This module provides pure functions for formatting withdrawal amounts,
+ * calculating liquidation progress, and other withdrawal-related operations.
+ * Functions are designed to work with generic types to maintain flexibility.
+ */
+/**
+ * Formats a withdrawal amount as currency
+ *
+ * @param amount - Withdrawal amount as string or number
+ * @returns Formatted currency string with AUD symbol
+ *
+ * @example
+ * ```typescript
+ * formatWithdrawalAmount(5000) // 'A$5,000.00'
+ * formatWithdrawalAmount('5000.50') // 'A$5,000.50'
+ * ```
+ */
+export declare function formatWithdrawalAmount(amount: string | number): string;
+/**
+ * Formats a liquidation value as currency
+ *
+ * @param value - Liquidation value as string or number
+ * @returns Formatted currency string with AUD symbol
+ *
+ * @example
+ * ```typescript
+ * formatLiquidationValue(10000) // 'A$10,000.00'
+ * formatLiquidationValue('10000.50') // 'A$10,000.50'
+ * ```
+ */
+export declare function formatLiquidationValue(value: string | number): string;
+/**
+ * Formats share quantity without decimal places
+ *
+ * @param shares - Number of shares
+ * @returns Formatted number string with thousands separators
+ *
+ * @example
+ * ```typescript
+ * formatSharesQuantity(1234) // '1,234'
+ * formatSharesQuantity(1234567) // '1,234,567'
+ * ```
+ */
+export declare function formatSharesQuantity(shares: number): string;
+/**
+ * Progress calculation result for liquidations
+ */
+export interface LiquidationProgress {
+    total: number;
+    pending: number;
+    inProgress: number;
+    completed: number;
+    failed: number;
+    completionRate: number;
+}
+/**
+ * Calculates liquidation progress statistics
+ *
+ * @param liquidations - Array of liquidation objects with liquidationStatus property
+ * @returns Progress statistics including counts and completion rate
+ *
+ * @example
+ * ```typescript
+ * const liquidations = [
+ *   { liquidationStatus: 'PENDING' },
+ *   { liquidationStatus: 'SETTLED' },
+ *   { liquidationStatus: 'FAILED' }
+ * ];
+ * calculateLiquidationProgress(liquidations)
+ * // Returns: { total: 3, pending: 1, inProgress: 0, completed: 1, failed: 1, completionRate: 33.33 }
+ * ```
+ */
+export declare function calculateLiquidationProgress<T extends {
+    liquidationStatus: string;
+}>(liquidations: T[]): LiquidationProgress;
+/**
+ * Calculates total estimated value from liquidations
+ *
+ * @param liquidations - Array of liquidation objects with estimatedValue property
+ * @returns Total estimated value as number
+ *
+ * @example
+ * ```typescript
+ * const liquidations = [
+ *   { estimatedValue: '1000.50' },
+ *   { estimatedValue: '2000' },
+ *   { estimatedValue: null }
+ * ];
+ * getTotalEstimatedValue(liquidations) // 3000.50
+ * ```
+ */
+export declare function getTotalEstimatedValue<T extends {
+    estimatedValue?: string | null;
+}>(liquidations: T[]): number;
+//# sourceMappingURL=withdrawal.d.ts.map

package/dist/withdrawal.d.ts.map

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package/dist/withdrawal.js

@@ -0,0 +1,119 @@
+/**
+ * Withdrawal-related utility functions
+ *
+ * This module provides pure functions for formatting withdrawal amounts,
+ * calculating liquidation progress, and other withdrawal-related operations.
+ * Functions are designed to work with generic types to maintain flexibility.
+ */
+import { LOCALE_AUSTRALIA, CURRENCY_AUD, LIQUIDATION_STATUS_PENDING, LIQUIDATION_STATUS_TRADES_CREATED, LIQUIDATION_STATUS_EXECUTED, LIQUIDATION_STATUS_SETTLED, LIQUIDATION_STATUS_FAILED } from '@cranberry-money/shared-constants';
+import { NUMBER_FORMAT_OPTIONS_CURRENCY } from './currency';
+/**
+ * Formats a withdrawal amount as currency
+ *
+ * @param amount - Withdrawal amount as string or number
+ * @returns Formatted currency string with AUD symbol
+ *
+ * @example
+ * ```typescript
+ * formatWithdrawalAmount(5000) // 'A$5,000.00'
+ * formatWithdrawalAmount('5000.50') // 'A$5,000.50'
+ * ```
+ */
+export function formatWithdrawalAmount(amount) {
+    const numValue = typeof amount === 'string' ? parseFloat(amount) : amount;
+    return new Intl.NumberFormat(LOCALE_AUSTRALIA, {
+        ...NUMBER_FORMAT_OPTIONS_CURRENCY,
+        currency: CURRENCY_AUD,
+    }).format(numValue);
+}
+/**
+ * Formats a liquidation value as currency
+ *
+ * @param value - Liquidation value as string or number
+ * @returns Formatted currency string with AUD symbol
+ *
+ * @example
+ * ```typescript
+ * formatLiquidationValue(10000) // 'A$10,000.00'
+ * formatLiquidationValue('10000.50') // 'A$10,000.50'
+ * ```
+ */
+export function formatLiquidationValue(value) {
+    const numValue = typeof value === 'string' ? parseFloat(value) : value;
+    return new Intl.NumberFormat(LOCALE_AUSTRALIA, {
+        ...NUMBER_FORMAT_OPTIONS_CURRENCY,
+        currency: CURRENCY_AUD,
+    }).format(numValue);
+}
+/**
+ * Formats share quantity without decimal places
+ *
+ * @param shares - Number of shares
+ * @returns Formatted number string with thousands separators
+ *
+ * @example
+ * ```typescript
+ * formatSharesQuantity(1234) // '1,234'
+ * formatSharesQuantity(1234567) // '1,234,567'
+ * ```
+ */
+export function formatSharesQuantity(shares) {
+    return new Intl.NumberFormat(LOCALE_AUSTRALIA, {
+        minimumFractionDigits: 0,
+        maximumFractionDigits: 0,
+    }).format(shares);
+}
+/**
+ * Calculates liquidation progress statistics
+ *
+ * @param liquidations - Array of liquidation objects with liquidationStatus property
+ * @returns Progress statistics including counts and completion rate
+ *
+ * @example
+ * ```typescript
+ * const liquidations = [
+ *   { liquidationStatus: 'PENDING' },
+ *   { liquidationStatus: 'SETTLED' },
+ *   { liquidationStatus: 'FAILED' }
+ * ];
+ * calculateLiquidationProgress(liquidations)
+ * // Returns: { total: 3, pending: 1, inProgress: 0, completed: 1, failed: 1, completionRate: 33.33 }
+ * ```
+ */
+export function calculateLiquidationProgress(liquidations) {
+    const total = liquidations.length;
+    const pending = liquidations.filter((l) => l.liquidationStatus === LIQUIDATION_STATUS_PENDING).length;
+    const inProgress = liquidations.filter((l) => [LIQUIDATION_STATUS_TRADES_CREATED, LIQUIDATION_STATUS_EXECUTED].includes(l.liquidationStatus)).length;
+    const completed = liquidations.filter((l) => l.liquidationStatus === LIQUIDATION_STATUS_SETTLED).length;
+    const failed = liquidations.filter((l) => l.liquidationStatus === LIQUIDATION_STATUS_FAILED).length;
+    const completionRate = total > 0 ? (completed / total) * 100 : 0;
+    return {
+        total,
+        pending,
+        inProgress,
+        completed,
+        failed,
+        completionRate,
+    };
+}
+/**
+ * Calculates total estimated value from liquidations
+ *
+ * @param liquidations - Array of liquidation objects with estimatedValue property
+ * @returns Total estimated value as number
+ *
+ * @example
+ * ```typescript
+ * const liquidations = [
+ *   { estimatedValue: '1000.50' },
+ *   { estimatedValue: '2000' },
+ *   { estimatedValue: null }
+ * ];
+ * getTotalEstimatedValue(liquidations) // 3000.50
+ * ```
+ */
+export function getTotalEstimatedValue(liquidations) {
+    return liquidations.reduce((total, liquidation) => {
+        return total + parseFloat(liquidation.estimatedValue || '0');
+    }, 0);
+}

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@cranberry-money/shared-utils",
-  "version": "4.5.0",
+  "version": "4.7.0",
   "description": "Shared utility functions for MyPortfolio platform",
   "type": "module",
   "main": "dist/index.js",