@cranberry-money/shared-utils 8.1.0 → 8.3.0

package/dist/dashboard.d.ts

@@ -0,0 +1,72 @@
+import type { AssetAllocation, AssetHolding } from '@cranberry-money/shared-types';
+/**
+ * Display item interface for allocation data
+ */
+export interface AllocationDisplayItem {
+    readonly instrumentUuid: string;
+    readonly symbol: string;
+    readonly name: string;
+    readonly targetPercentage?: number;
+    readonly actualPercentage?: number;
+    readonly quantity?: number;
+    readonly value?: number;
+    readonly currentPrice?: number;
+    readonly color: string;
+    readonly hasTarget: boolean;
+    readonly hasActual: boolean;
+}
+/**
+ * Processes allocation and holding data for dashboard display
+ * Merges target allocations with actual holdings data
+ *
+ * @param allocations - Target asset allocations
+ * @param holdings - Actual asset holdings
+ * @returns Array of display items sorted by target/actual percentage
+ *
+ * @example
+ * const allocations = [{ instrument: '123', percentage: '50.00', ... }];
+ * const holdings = [{ instrument: { uuid: '123' }, quantity: 100, ... }];
+ * processAllocationData(allocations, holdings);
+ */
+export declare const processAllocationData: (allocations: readonly AssetAllocation[], holdings: readonly AssetHolding[]) => AllocationDisplayItem[];
+/**
+ * Calculates totals from allocation display items
+ *
+ * @param items - Array of allocation display items
+ * @returns Object with total calculations
+ *
+ * @example
+ * const items = [{ targetPercentage: 50, actualPercentage: 45, value: 1000, quantity: 10 }];
+ * calculateTotals(items);
+ * // returns { totalTarget: 50, totalActual: 45, totalValue: 1000, totalQuantity: 10 }
+ */
+export declare const calculateTotals: (items: readonly AllocationDisplayItem[]) => {
+    totalTarget: number;
+    totalActual: number;
+    totalValue: number;
+    totalQuantity: number;
+};
+/**
+ * Formats a percentage value for display
+ *
+ * @param value - The percentage value to format
+ * @returns Formatted percentage string
+ *
+ * @example
+ * formatPercentage(45.678); // returns "45.7%"
+ * formatPercentage(undefined); // returns "0.0%"
+ */
+export declare const formatPercentage: (value?: number) => string;
+/**
+ * Formats currency value for dashboard display
+ *
+ * @param value - The numeric value to format
+ * @param currency - Currency code (defaults to DEFAULT_CURRENCY)
+ * @returns Formatted currency string or "—" for undefined values
+ *
+ * @example
+ * formatDashboardCurrency(1234.56); // returns "$1,234.56"
+ * formatDashboardCurrency(undefined); // returns "—"
+ */
+export declare const formatDashboardCurrency: (value?: number, currency?: string) => string;
+//# sourceMappingURL=dashboard.d.ts.map

package/dist/dashboard.d.ts.map

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

@@ -0,0 +1,121 @@
+import { DEFAULT_CURRENCY } from '@cranberry-money/shared-constants';
+import { getChartColor } from '@cranberry-money/shared-constants';
+import { formatCurrencyWithCode } from './currency';
+import { calculateHoldingAllocations } from './holdings';
+/**
+ * Processes allocation and holding data for dashboard display
+ * Merges target allocations with actual holdings data
+ *
+ * @param allocations - Target asset allocations
+ * @param holdings - Actual asset holdings
+ * @returns Array of display items sorted by target/actual percentage
+ *
+ * @example
+ * const allocations = [{ instrument: '123', percentage: '50.00', ... }];
+ * const holdings = [{ instrument: { uuid: '123' }, quantity: 100, ... }];
+ * processAllocationData(allocations, holdings);
+ */
+export const processAllocationData = (allocations, holdings) => {
+    const actualAllocations = calculateHoldingAllocations(holdings);
+    const instrumentMap = new Map();
+    // Process target allocations
+    allocations.forEach((allocation) => {
+        instrumentMap.set(allocation.instrument, {
+            symbol: allocation.instrumentSymbol,
+            name: allocation.instrumentName,
+            targetPercentage: parseFloat(allocation.percentage),
+        });
+    });
+    // Process actual holdings
+    holdings.forEach((holding) => {
+        const existing = instrumentMap.get(holding.instrument.uuid);
+        const currentPrice = parseFloat(holding.instrument.currentPrice || '0');
+        const value = holding.quantity * currentPrice;
+        instrumentMap.set(holding.instrument.uuid, {
+            symbol: holding.instrumentSymbol,
+            name: holding.instrumentName,
+            targetPercentage: existing?.targetPercentage,
+            actualPercentage: actualAllocations[holding.instrument.uuid] || 0,
+            quantity: holding.quantity,
+            currentPrice,
+            value,
+        });
+    });
+    // Convert to display items
+    const items = [];
+    let colorIndex = 0;
+    instrumentMap.forEach((data, instrumentUuid) => {
+        items.push({
+            instrumentUuid,
+            symbol: data.symbol,
+            name: data.name,
+            targetPercentage: data.targetPercentage,
+            actualPercentage: data.actualPercentage,
+            quantity: data.quantity,
+            currentPrice: data.currentPrice,
+            value: data.value,
+            color: getChartColor(colorIndex++),
+            hasTarget: data.targetPercentage !== undefined,
+            hasActual: data.actualPercentage !== undefined && data.actualPercentage > 0,
+        });
+    });
+    // Sort by target percentage (highest first), then by actual percentage
+    return items.sort((a, b) => {
+        const aTarget = a.targetPercentage || 0;
+        const bTarget = b.targetPercentage || 0;
+        if (aTarget !== bTarget)
+            return bTarget - aTarget;
+        const aActual = a.actualPercentage || 0;
+        const bActual = b.actualPercentage || 0;
+        return bActual - aActual;
+    });
+};
+/**
+ * Calculates totals from allocation display items
+ *
+ * @param items - Array of allocation display items
+ * @returns Object with total calculations
+ *
+ * @example
+ * const items = [{ targetPercentage: 50, actualPercentage: 45, value: 1000, quantity: 10 }];
+ * calculateTotals(items);
+ * // returns { totalTarget: 50, totalActual: 45, totalValue: 1000, totalQuantity: 10 }
+ */
+export const calculateTotals = (items) => {
+    const totalTarget = items.reduce((sum, item) => sum + (item.targetPercentage || 0), 0);
+    const totalActual = items.reduce((sum, item) => sum + (item.actualPercentage || 0), 0);
+    const totalValue = items.reduce((sum, item) => sum + (item.value || 0), 0);
+    const totalQuantity = items.reduce((sum, item) => sum + (item.quantity || 0), 0);
+    return { totalTarget, totalActual, totalValue, totalQuantity };
+};
+/**
+ * Formats a percentage value for display
+ *
+ * @param value - The percentage value to format
+ * @returns Formatted percentage string
+ *
+ * @example
+ * formatPercentage(45.678); // returns "45.7%"
+ * formatPercentage(undefined); // returns "0.0%"
+ */
+export const formatPercentage = (value) => {
+    if (value === undefined)
+        return '0.0%';
+    return `${value.toFixed(1)}%`;
+};
+/**
+ * Formats currency value for dashboard display
+ *
+ * @param value - The numeric value to format
+ * @param currency - Currency code (defaults to DEFAULT_CURRENCY)
+ * @returns Formatted currency string or "—" for undefined values
+ *
+ * @example
+ * formatDashboardCurrency(1234.56); // returns "$1,234.56"
+ * formatDashboardCurrency(undefined); // returns "—"
+ */
+export const formatDashboardCurrency = (value, currency = DEFAULT_CURRENCY) => {
+    if (value === undefined || value === null)
+        return '—';
+    return formatCurrencyWithCode(value, currency, 'en-AU', 2, 2);
+};

package/dist/holdings.d.ts

@@ -0,0 +1,79 @@
+import type { AssetHolding } from '@cranberry-money/shared-types';
+import { type SortDirection } from '@cranberry-money/shared-constants';
+/**
+ * Calculates the total portfolio value based on holdings and instrument prices
+ *
+ * @param holdings - Array of asset holdings
+ * @param prices - Map of instrument UUIDs to their current prices
+ * @returns Total portfolio value
+ *
+ * @example
+ * const holdings = [
+ *   { instrument: { uuid: '123' }, quantity: 100 },
+ *   { instrument: { uuid: '456' }, quantity: 50 }
+ * ];
+ * const prices = { '123': 10.50, '456': 25.00 };
+ * calculatePortfolioValue(holdings, prices); // returns 2300
+ */
+export declare const calculatePortfolioValue: (holdings: readonly AssetHolding[], prices: Record<string, number>) => number;
+/**
+ * Calculates holding allocation percentages within a portfolio
+ *
+ * @param holdings - Array of asset holdings
+ * @returns Map of instrument UUIDs to their percentage allocations
+ *
+ * @example
+ * const holdings = [
+ *   { instrument: { uuid: '123' }, quantity: 100 },
+ *   { instrument: { uuid: '456' }, quantity: 100 }
+ * ];
+ * calculateHoldingAllocations(holdings); // returns { '123': 50, '456': 50 }
+ */
+export declare const calculateHoldingAllocations: (holdings: readonly AssetHolding[]) => Record<string, number>;
+/**
+ * Groups holdings by instrument UUID for aggregated view
+ *
+ * @param holdings - Array of asset holdings to group
+ * @returns Map of instrument UUIDs to their holdings arrays
+ *
+ * @example
+ * const holdings = [
+ *   { instrument: { uuid: '123' }, quantity: 100 },
+ *   { instrument: { uuid: '123' }, quantity: 50 },
+ *   { instrument: { uuid: '456' }, quantity: 200 }
+ * ];
+ * groupHoldingsByInstrument(holdings);
+ * // returns { '123': [holding1, holding2], '456': [holding3] }
+ */
+export declare const groupHoldingsByInstrument: (holdings: readonly AssetHolding[]) => Record<string, AssetHolding[]>;
+/**
+ * Filters holdings with quantities above a threshold
+ *
+ * @param holdings - Array of asset holdings
+ * @param minQuantity - Minimum quantity threshold
+ * @returns Filtered array of holdings
+ *
+ * @example
+ * const holdings = [
+ *   { quantity: 100 },
+ *   { quantity: 50 },
+ *   { quantity: 200 }
+ * ];
+ * filterHoldingsByMinQuantity(holdings, 75); // returns holdings with quantity >= 75
+ */
+export declare const filterHoldingsByMinQuantity: (holdings: readonly AssetHolding[], minQuantity: number) => AssetHolding[];
+/**
+ * Sorts holdings by various criteria
+ *
+ * @param holdings - Array of asset holdings to sort
+ * @param sortBy - Field to sort by
+ * @param direction - Sort direction (ascending or descending)
+ * @returns Sorted array of holdings
+ *
+ * @example
+ * const holdings = [...];
+ * sortHoldings(holdings, 'quantity', 'desc'); // Sort by quantity descending
+ * sortHoldings(holdings, 'symbol', 'asc'); // Sort by symbol ascending
+ */
+export declare const sortHoldings: (holdings: readonly AssetHolding[], sortBy: "quantity" | "symbol" | "name" | "createdAt", direction?: SortDirection) => AssetHolding[];
+//# sourceMappingURL=holdings.d.ts.map

package/dist/holdings.d.ts.map

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

@@ -0,0 +1,139 @@
+import { DEFAULT_NUMERIC_ZERO, SORT_DIRECTION_ASC, SORT_DIRECTION_DESC } from '@cranberry-money/shared-constants';
+import { sortByStringField } from './collections';
+/**
+ * Calculates the total portfolio value based on holdings and instrument prices
+ *
+ * @param holdings - Array of asset holdings
+ * @param prices - Map of instrument UUIDs to their current prices
+ * @returns Total portfolio value
+ *
+ * @example
+ * const holdings = [
+ *   { instrument: { uuid: '123' }, quantity: 100 },
+ *   { instrument: { uuid: '456' }, quantity: 50 }
+ * ];
+ * const prices = { '123': 10.50, '456': 25.00 };
+ * calculatePortfolioValue(holdings, prices); // returns 2300
+ */
+export const calculatePortfolioValue = (holdings, prices) => {
+    return holdings.reduce((total, holding) => {
+        const price = prices[holding.instrument.uuid] || DEFAULT_NUMERIC_ZERO;
+        return total + holding.quantity * price;
+    }, 0);
+};
+/**
+ * Calculates holding allocation percentages within a portfolio
+ *
+ * @param holdings - Array of asset holdings
+ * @returns Map of instrument UUIDs to their percentage allocations
+ *
+ * @example
+ * const holdings = [
+ *   { instrument: { uuid: '123' }, quantity: 100 },
+ *   { instrument: { uuid: '456' }, quantity: 100 }
+ * ];
+ * calculateHoldingAllocations(holdings); // returns { '123': 50, '456': 50 }
+ */
+export const calculateHoldingAllocations = (holdings) => {
+    const totalQuantity = holdings.reduce((sum, holding) => sum + holding.quantity, 0);
+    if (totalQuantity === 0)
+        return {};
+    const allocations = {};
+    holdings.forEach((holding) => {
+        allocations[holding.instrument.uuid] = (holding.quantity / totalQuantity) * 100;
+    });
+    return allocations;
+};
+/**
+ * Groups holdings by instrument UUID for aggregated view
+ *
+ * @param holdings - Array of asset holdings to group
+ * @returns Map of instrument UUIDs to their holdings arrays
+ *
+ * @example
+ * const holdings = [
+ *   { instrument: { uuid: '123' }, quantity: 100 },
+ *   { instrument: { uuid: '123' }, quantity: 50 },
+ *   { instrument: { uuid: '456' }, quantity: 200 }
+ * ];
+ * groupHoldingsByInstrument(holdings);
+ * // returns { '123': [holding1, holding2], '456': [holding3] }
+ */
+export const groupHoldingsByInstrument = (holdings) => {
+    return holdings.reduce((groups, holding) => {
+        const instrumentUuid = holding.instrument.uuid;
+        if (!groups[instrumentUuid]) {
+            groups[instrumentUuid] = [];
+        }
+        groups[instrumentUuid].push(holding);
+        return groups;
+    }, {});
+};
+/**
+ * Filters holdings with quantities above a threshold
+ *
+ * @param holdings - Array of asset holdings
+ * @param minQuantity - Minimum quantity threshold
+ * @returns Filtered array of holdings
+ *
+ * @example
+ * const holdings = [
+ *   { quantity: 100 },
+ *   { quantity: 50 },
+ *   { quantity: 200 }
+ * ];
+ * filterHoldingsByMinQuantity(holdings, 75); // returns holdings with quantity >= 75
+ */
+export const filterHoldingsByMinQuantity = (holdings, minQuantity) => {
+    return holdings.filter((holding) => holding.quantity >= minQuantity);
+};
+/**
+ * Sorts holdings by various criteria
+ *
+ * @param holdings - Array of asset holdings to sort
+ * @param sortBy - Field to sort by
+ * @param direction - Sort direction (ascending or descending)
+ * @returns Sorted array of holdings
+ *
+ * @example
+ * const holdings = [...];
+ * sortHoldings(holdings, 'quantity', 'desc'); // Sort by quantity descending
+ * sortHoldings(holdings, 'symbol', 'asc'); // Sort by symbol ascending
+ */
+export const sortHoldings = (holdings, sortBy, direction = SORT_DIRECTION_DESC) => {
+    // Use shared utility for string field sorting
+    if (sortBy === 'symbol') {
+        const sorted = sortByStringField([...holdings], 'instrumentSymbol');
+        return direction === SORT_DIRECTION_ASC ? sorted : sorted.reverse();
+    }
+    if (sortBy === 'name') {
+        const sorted = sortByStringField([...holdings], 'instrumentName');
+        return direction === SORT_DIRECTION_ASC ? sorted : sorted.reverse();
+    }
+    // Custom logic for non-string fields
+    return [...holdings].sort((a, b) => {
+        let valueA;
+        let valueB;
+        switch (sortBy) {
+            case 'quantity':
+                valueA = a.quantity;
+                valueB = b.quantity;
+                break;
+            case 'createdAt':
+                valueA = a.createdAt;
+                valueB = b.createdAt;
+                break;
+            default:
+                return 0;
+        }
+        if (typeof valueA === 'string' && typeof valueB === 'string') {
+            const comparison = valueA.localeCompare(valueB);
+            return direction === SORT_DIRECTION_ASC ? comparison : -comparison;
+        }
+        if (typeof valueA === 'number' && typeof valueB === 'number') {
+            const comparison = valueA - valueB;
+            return direction === SORT_DIRECTION_ASC ? comparison : -comparison;
+        }
+        return 0;
+    });
+};

package/dist/index.d.ts

@@ -20,4 +20,6 @@ export { downloadBlob, downloadTextFile, downloadJsonFile, generateTimestampedFi
 export { capitalizeFirstLetter, formatStatus, formatRiskLevel, capitalizeFirst, formatLabel, camelToTitle, } from './formatting';
 export { formatQuantityWithSuffix, formatLargeNumber, formatAsPercentage, formatWithSeparators, roundToDecimals, clampNumber, } from './numbers';
 export { validateAllocations } from './allocations';
+export { calculatePortfolioValue, calculateHoldingAllocations, groupHoldingsByInstrument, filterHoldingsByMinQuantity, sortHoldings, } from './holdings';
+export { processAllocationData, calculateTotals, formatPercentage, formatDashboardCurrency, type AllocationDisplayItem, } from './dashboard';
 //# sourceMappingURL=index.d.ts.map

package/dist/index.d.ts.map

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package/dist/index.js

@@ -40,3 +40,7 @@ export { capitalizeFirstLetter, formatStatus, formatRiskLevel, capitalizeFirst,
 export { formatQuantityWithSuffix, formatLargeNumber, formatAsPercentage, formatWithSeparators, roundToDecimals, clampNumber, } from './numbers';
 // Allocation utilities
 export { validateAllocations } from './allocations';
+// Holdings utilities
+export { calculatePortfolioValue, calculateHoldingAllocations, groupHoldingsByInstrument, filterHoldingsByMinQuantity, sortHoldings, } from './holdings';
+// Dashboard utilities
+export { processAllocationData, calculateTotals, formatPercentage, formatDashboardCurrency, } from './dashboard';

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@cranberry-money/shared-utils",
-  "version": "8.1.0",
+  "version": "8.3.0",
   "description": "Shared utility functions for MyPortfolio platform",
   "type": "module",
   "main": "dist/index.js",