@cranberry-money/shared-utils 8.10.0 → 8.12.0

package/dist/country.d.ts

@@ -0,0 +1,108 @@
+/**
+ * Base interface for country objects
+ */
+export interface BaseCountry {
+    readonly name: string;
+    readonly code: string;
+    readonly uuid: string;
+    readonly isAvailable: boolean;
+    readonly dialCode?: string;
+}
+/**
+ * Sort countries by name
+ *
+ * @param countries - Array of countries to sort
+ * @returns Sorted array of countries
+ *
+ * @example
+ * const sorted = sortCountriesByName(countries);
+ */
+export declare const sortCountriesByName: <T extends BaseCountry>(countries: readonly T[]) => T[];
+/**
+ * Filter countries by name (case-insensitive search)
+ *
+ * @param countries - Array of countries to filter
+ * @param searchTerm - Search term to filter by
+ * @returns Filtered array of countries
+ *
+ * @example
+ * const filtered = filterCountriesByName(countries, 'united');
+ * // Returns countries with 'united' in the name
+ */
+export declare const filterCountriesByName: <T extends BaseCountry>(countries: readonly T[], searchTerm: string) => T[];
+/**
+ * Filter countries by availability
+ *
+ * @param countries - Array of countries to filter
+ * @returns Array of available countries
+ *
+ * @example
+ * const available = filterAvailableCountries(countries);
+ */
+export declare const filterAvailableCountries: <T extends BaseCountry>(countries: readonly T[]) => T[];
+/**
+ * Find country by exact name match
+ *
+ * @param countries - Array of countries to search
+ * @param name - Exact name to find
+ * @returns Found country or undefined
+ *
+ * @example
+ * const country = findCountryByName(countries, 'United States');
+ */
+export declare const findCountryByName: <T extends BaseCountry>(countries: readonly T[], name: string) => T | undefined;
+/**
+ * Find country by country code
+ *
+ * @param countries - Array of countries to search
+ * @param code - Country code to find (e.g., 'US', 'CA')
+ * @returns Found country or undefined
+ *
+ * @example
+ * const country = findCountryByCode(countries, 'US');
+ */
+export declare const findCountryByCode: <T extends BaseCountry>(countries: readonly T[], code: string) => T | undefined;
+/**
+ * Get sorted list of country names
+ *
+ * @param countries - Array of countries
+ * @returns Sorted array of country names
+ *
+ * @example
+ * const names = getCountryNames(countries);
+ * // ['Australia', 'Canada', 'United States', ...]
+ */
+export declare const getCountryNames: <T extends BaseCountry>(countries: readonly T[]) => string[];
+/**
+ * Group countries alphabetically by first letter
+ *
+ * @param countries - Array of countries to group
+ * @returns Record of countries grouped by first letter
+ *
+ * @example
+ * const grouped = groupCountriesAlphabetically(countries);
+ * // { 'A': [...], 'B': [...], 'C': [...], ... }
+ */
+export declare const groupCountriesAlphabetically: <T extends BaseCountry>(countries: readonly T[]) => Record<string, T[]>;
+/**
+ * Format country with dial code for display
+ *
+ * @param country - Country to format
+ * @returns Formatted string with country name and dial code
+ *
+ * @example
+ * formatCountryWithDialCode({ name: 'United States', dialCode: '+1', ... });
+ * // Returns 'United States (+1)'
+ */
+export declare const formatCountryWithDialCode: <T extends BaseCountry>(country: T) => string;
+/**
+ * Check if a country is available
+ *
+ * @param country - Country to check
+ * @returns True if country is available
+ *
+ * @example
+ * const available = isCountryAvailable(country);
+ */
+export declare const isCountryAvailable: <T extends BaseCountry>(country: T) => boolean;
+//# sourceMappingURL=country.d.ts.map

package/dist/country.d.ts.map

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

@@ -0,0 +1,116 @@
+import { sortByStringField, filterByTextSearch, filterByBooleanField, findByStringField, extractAndSortField, groupByFirstLetter, } from './collections';
+/**
+ * Sort countries by name
+ *
+ * @param countries - Array of countries to sort
+ * @returns Sorted array of countries
+ *
+ * @example
+ * const sorted = sortCountriesByName(countries);
+ */
+export const sortCountriesByName = (countries) => {
+    return sortByStringField([...countries], 'name');
+};
+/**
+ * Filter countries by name (case-insensitive search)
+ *
+ * @param countries - Array of countries to filter
+ * @param searchTerm - Search term to filter by
+ * @returns Filtered array of countries
+ *
+ * @example
+ * const filtered = filterCountriesByName(countries, 'united');
+ * // Returns countries with 'united' in the name
+ */
+export const filterCountriesByName = (countries, searchTerm) => {
+    return filterByTextSearch([...countries], 'name', searchTerm);
+};
+/**
+ * Filter countries by availability
+ *
+ * @param countries - Array of countries to filter
+ * @returns Array of available countries
+ *
+ * @example
+ * const available = filterAvailableCountries(countries);
+ */
+export const filterAvailableCountries = (countries) => {
+    return filterByBooleanField([...countries], 'isAvailable', true);
+};
+/**
+ * Find country by exact name match
+ *
+ * @param countries - Array of countries to search
+ * @param name - Exact name to find
+ * @returns Found country or undefined
+ *
+ * @example
+ * const country = findCountryByName(countries, 'United States');
+ */
+export const findCountryByName = (countries, name) => {
+    return findByStringField([...countries], 'name', name);
+};
+/**
+ * Find country by country code
+ *
+ * @param countries - Array of countries to search
+ * @param code - Country code to find (e.g., 'US', 'CA')
+ * @returns Found country or undefined
+ *
+ * @example
+ * const country = findCountryByCode(countries, 'US');
+ */
+export const findCountryByCode = (countries, code) => {
+    return findByStringField([...countries], 'code', code);
+};
+/**
+ * Get sorted list of country names
+ *
+ * @param countries - Array of countries
+ * @returns Sorted array of country names
+ *
+ * @example
+ * const names = getCountryNames(countries);
+ * // ['Australia', 'Canada', 'United States', ...]
+ */
+export const getCountryNames = (countries) => {
+    return extractAndSortField([...countries], 'name');
+};
+/**
+ * Group countries alphabetically by first letter
+ *
+ * @param countries - Array of countries to group
+ * @returns Record of countries grouped by first letter
+ *
+ * @example
+ * const grouped = groupCountriesAlphabetically(countries);
+ * // { 'A': [...], 'B': [...], 'C': [...], ... }
+ */
+export const groupCountriesAlphabetically = (countries) => {
+    return groupByFirstLetter([...countries], 'name');
+};
+/**
+ * Format country with dial code for display
+ *
+ * @param country - Country to format
+ * @returns Formatted string with country name and dial code
+ *
+ * @example
+ * formatCountryWithDialCode({ name: 'United States', dialCode: '+1', ... });
+ * // Returns 'United States (+1)'
+ */
+export const formatCountryWithDialCode = (country) => {
+    return country.dialCode ? `${country.name} (${country.dialCode})` : country.name;
+};
+/**
+ * Check if a country is available
+ *
+ * @param country - Country to check
+ * @returns True if country is available
+ *
+ * @example
+ * const available = isCountryAvailable(country);
+ */
+export const isCountryAvailable = (country) => {
+    return country.isAvailable;
+};

package/dist/index.d.ts

@@ -29,4 +29,6 @@ export { getCountriesFromExchanges, groupExchangesByCountry, findExchangeByShort
 export { sortSectorsByName, filterSectorsByName, findSectorByName, getSectorNames, groupSectorsAlphabetically, sectorExists, findSectorsByPartialName, type BaseSector, } from './sector';
 export { generateDocumentFilename, formatDocumentType, formatDocumentStatus, } from './document';
 export { sortIndustriesByName, filterIndustriesByName, filterIndustriesBySector, findIndustryByName, getIndustryNames, groupIndustriesBySector, groupIndustriesAlphabetically, getIndustriesWithoutSector, getIndustriesWithSector, countIndustriesBySector, isIndustryInSector, type BaseIndustry, } from './industry';
+export { sortCountriesByName, filterCountriesByName, filterAvailableCountries, findCountryByName, findCountryByCode, getCountryNames, groupCountriesAlphabetically, formatCountryWithDialCode, isCountryAvailable, type BaseCountry as BaseCountryType, } from './country';
+export { calculateTotalAllocation, validateAllocationPercentages, formatRiskLevelDisplay, type BaseAllocation, } from './portfolio-template';
 //# sourceMappingURL=index.d.ts.map

package/dist/index.d.ts.map

@@ -1 +1 @@
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+{"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,OAAO,EAAE,WAAW,EAAE,cAAc,EAAE,WAAW,EAAE,MAAM,SAAS,CAAC;AAGnE,OAAO,EACL,mBAAmB,EACnB,wBAAwB,EACxB,yBAAyB,EACzB,yBAAyB,GAC1B,MAAM,gBAAgB,CAAC;AAGxB,OAAO,EAAE,oBAAoB,EAAE,mBAAmB,EAAE,mBAAmB,EAAE,iBAAiB,EAAE,MAAM,aAAa,CAAC;AAGhH,OAAO,EACL,sBAAsB,EACtB,sBAAsB,EACtB,oBAAoB,EACpB,4BAA4B,EAC5B,sBAAsB,GACvB,MAAM,cAAc,CAAC;AAGtB,OAAO,EACL,aAAa,EACb,gBAAgB,EAChB,kBAAkB,EAClB,uBAAuB,EACvB,yBAAyB,EACzB,YAAY,EACZ,YAAY,EACZ,YAAY,EACZ,mBAAmB,EACnB,QAAQ,EACR,wBAAwB,EACxB,kBAAkB,EAClB,kBAAkB,EAClB,UAAU,EACV,WAAW,EACX,mBAAmB,EACnB,cAAc,EACd,cAAc,EACd,SAAS,EACT,gBAAgB,EAChB,mBAAmB,EACnB,eAAe,EACf,kBAAkB,EAClB,iBAAiB,EACjB,uBAAuB,EACvB,mBAAmB,EACnB,UAAU,EAEV,qBAAqB,EACrB,qBAAqB,EACrB,eAAe,EACf,iBAAiB,GAClB,MAAM,cAAc,CAAC;AAGtB,OAAO,EACL,gBAAgB,EAChB,kBAAkB,EAClB,eAAe,EACf,aAAa,EACb,aAAa,EACb,kBAAkB,EAClB,YAAY,EACZ,eAAe,EACf,qBAAqB,EAErB,0BAA0B,EAC1B,4BAA4B,EAC5B,qBAAqB,EACrB,uBAAuB,EACvB,2BAA2B,EAC3B,6BAA6B,EAC7B,2BAA2B,EAC3B,6BAA6B,GAC9B,MAAM,WAAW,CAAC;AAGnB,OAAO,EACL,cAAc,EACd,mBAAmB,EACnB,kBAAkB,EAClB,qBAAqB,EACrB,eAAe,EACf,gBAAgB,EAChB,sBAAsB,EACtB,wBAAwB,GACzB,MAAM,QAAQ,CAAC;AAGhB,OAAO,EACL,qBAAqB,EACrB,iBAAiB,EACjB,iBAAiB,EACjB,oBAAoB,EACpB,oBAAoB,EACpB,iBAAiB,EACjB,qBAAqB,EACrB,eAAe,EACf,YAAY,EACZ,aAAa,GACd,MAAM,eAAe,CAAC;AAGvB,OAAO,EACL,iBAAiB,EACjB,kBAAkB,EAClB,oBAAoB,EACpB,WAAW,EACX,iBAAiB,EACjB,mBAAmB,EACnB,kBAAkB,EAClB,YAAY,EACZ,qBAAqB,EACrB,iBAAiB,GAClB,MAAM,eAAe,CAAC;AAGvB,OAAO,EACL,YAAY,EACZ,gBAAgB,EAChB,gBAAgB,EAChB,2BAA2B,EAC3B,eAAe,EACf,eAAe,GAChB,MAAM,aAAa,CAAC;AAGrB,OAAO,EACL,qBAAqB,EACrB,YAAY,EACZ,eAAe,EACf,eAAe,EACf,WAAW,EACX,YAAY,GACb,MAAM,cAAc,CAAC;AAGtB,OAAO,EACL,wBAAwB,EACxB,iBAAiB,EACjB,kBAAkB,EAClB,oBAAoB,EACpB,eAAe,EACf,WAAW,GACZ,MAAM,WAAW,CAAC;AAGnB,OAAO,EAAE,mBAAmB,EAAE,MAAM,eAAe,CAAC;AAGpD,OAAO,EACL,uBAAuB,EACvB,2BAA2B,EAC3B,yBAAyB,EACzB,2BAA2B,EAC3B,YAAY,GACb,MAAM,YAAY,CAAC;AAGpB,OAAO,EACL,qBAAqB,EACrB,eAAe,EACf,gBAAgB,EAChB,uBAAuB,EACvB,KAAK,qBAAqB,GAC3B,MAAM,aAAa,CAAC;AAGrB,OAAO,EACL,wBAAwB,EACxB,0BAA0B,EAC1B,KAAK,4BAA4B,EACjC,KAAK,uBAAuB,GAC7B,MAAM,wBAAwB,CAAC;AAGhC,OAAO,EACL,cAAc,EACd,cAAc,EACd,sBAAsB,EACtB,cAAc,EACd,yBAAyB,EACzB,yBAAyB,EACzB,KAAK,gBAAgB,EACrB,KAAK,cAAc,EACnB,KAAK,gBAAgB,EACrB,KAAK,iBAAiB,GACvB,MAAM,qBAAqB,CAAC;AAG7B,OAAO,EACL,uBAAuB,EACvB,6BAA6B,EAC7B,wBAAwB,EACxB,4BAA4B,EAC5B,KAAK,gBAAgB,GACtB,MAAM,iBAAiB,CAAC;AAGzB,OAAO,EACL,yBAAyB,EACzB,uBAAuB,EACvB,uBAAuB,EACvB,mBAAmB,EACnB,wBAAwB,EACxB,KAAK,WAAW,EAChB,KAAK,iBAAiB,EACtB,KAAK,aAAa,GACnB,MAAM,kBAAkB,CAAC;AAG1B,OAAO,EACL,iBAAiB,EACjB,mBAAmB,EACnB,gBAAgB,EAChB,cAAc,EACd,0BAA0B,EAC1B,YAAY,EACZ,wBAAwB,EACxB,KAAK,UAAU,GAChB,MAAM,UAAU,CAAC;AAGlB,OAAO,EACL,wBAAwB,EACxB,kBAAkB,EAClB,oBAAoB,GACrB,MAAM,YAAY,CAAC;AAGpB,OAAO,EACL,oBAAoB,EACpB,sBAAsB,EACtB,wBAAwB,EACxB,kBAAkB,EAClB,gBAAgB,EAChB,uBAAuB,EACvB,6BAA6B,EAC7B,0BAA0B,EAC1B,uBAAuB,EACvB,uBAAuB,EACvB,kBAAkB,EAClB,KAAK,YAAY,GAClB,MAAM,YAAY,CAAC;AAGpB,OAAO,EACL,mBAAmB,EACnB,qBAAqB,EACrB,wBAAwB,EACxB,iBAAiB,EACjB,iBAAiB,EACjB,eAAe,EACf,4BAA4B,EAC5B,yBAAyB,EACzB,kBAAkB,EAClB,KAAK,WAAW,IAAI,eAAe,GACpC,MAAM,WAAW,CAAC;AAGnB,OAAO,EACL,wBAAwB,EACxB,6BAA6B,EAC7B,sBAAsB,EACtB,KAAK,cAAc,GACpB,MAAM,sBAAsB,CAAC"}

package/dist/index.js

@@ -58,3 +58,7 @@ export { sortSectorsByName, filterSectorsByName, findSectorByName, getSectorName
 export { generateDocumentFilename, formatDocumentType, formatDocumentStatus, } from './document';
 // Industry utilities
 export { sortIndustriesByName, filterIndustriesByName, filterIndustriesBySector, findIndustryByName, getIndustryNames, groupIndustriesBySector, groupIndustriesAlphabetically, getIndustriesWithoutSector, getIndustriesWithSector, countIndustriesBySector, isIndustryInSector, } from './industry';
+// Country utilities
+export { sortCountriesByName, filterCountriesByName, filterAvailableCountries, findCountryByName, findCountryByCode, getCountryNames, groupCountriesAlphabetically, formatCountryWithDialCode, isCountryAvailable, } from './country';
+// Portfolio template utilities
+export { calculateTotalAllocation, validateAllocationPercentages, formatRiskLevelDisplay, } from './portfolio-template';

package/dist/portfolio-template.d.ts

@@ -0,0 +1,57 @@
+/**
+ * Base interface for allocation objects
+ */
+export interface BaseAllocation {
+    readonly percentage: string;
+}
+/**
+ * Calculate total allocation from an array of allocations
+ *
+ * @param allocations - Array of allocation objects with percentage strings
+ * @returns Total allocation as a number
+ *
+ * @example
+ * const total = calculateTotalAllocation([
+ *   { percentage: '50.5' },
+ *   { percentage: '30.0' },
+ *   { percentage: '19.5' }
+ * ]);
+ * // Returns 100.0
+ */
+export declare const calculateTotalAllocation: <T extends BaseAllocation>(allocations: readonly T[]) => number;
+/**
+ * Validate that allocation percentages sum to approximately 100%
+ *
+ * @param allocations - Array of allocation objects with percentage strings
+ * @param tolerance - Tolerance for percentage validation (default: 0.01)
+ * @returns True if allocations sum to approximately 100%
+ *
+ * @example
+ * const isValid = validateAllocationPercentages([
+ *   { percentage: '50.0' },
+ *   { percentage: '30.0' },
+ *   { percentage: '20.0' }
+ * ]);
+ * // Returns true
+ *
+ * @example
+ * const isValid = validateAllocationPercentages([
+ *   { percentage: '50.0' },
+ *   { percentage: '30.0' },
+ *   { percentage: '15.0' }
+ * ]);
+ * // Returns false (sums to 95%)
+ */
+export declare const validateAllocationPercentages: <T extends BaseAllocation>(allocations: readonly T[], tolerance?: number) => boolean;
+/**
+ * Format risk level for display (re-export from formatting utilities)
+ *
+ * @param riskLevel - Risk level string to format
+ * @returns Formatted risk level string
+ *
+ * @example
+ * formatRiskLevelDisplay('HIGH'); // returns 'High'
+ * formatRiskLevelDisplay('moderate'); // returns 'Moderate'
+ */
+export declare const formatRiskLevelDisplay: (riskLevel: string) => string;
+//# sourceMappingURL=portfolio-template.d.ts.map

package/dist/portfolio-template.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"portfolio-template.d.ts","sourceRoot":"","sources":["../src/portfolio-template.ts"],"names":[],"mappings":"AAEA;;GAEG;AACH,MAAM,WAAW,cAAc;IAC7B,QAAQ,CAAC,UAAU,EAAE,MAAM,CAAC;CAC7B;AAED;;;;;;;;;;;;;GAaG;AACH,eAAO,MAAM,wBAAwB,GAAI,CAAC,SAAS,cAAc,EAC/D,aAAa,SAAS,CAAC,EAAE,KACxB,MAIF,CAAC;AAEF;;;;;;;;;;;;;;;;;;;;;;GAsBG;AACH,eAAO,MAAM,6BAA6B,GAAI,CAAC,SAAS,cAAc,EACpE,aAAa,SAAS,CAAC,EAAE,EACzB,YAAW,MAAa,KACvB,OAGF,CAAC;AAEF;;;;;;;;;GASG;AACH,eAAO,MAAM,sBAAsB,GAAI,WAAW,MAAM,KAAG,MAE1D,CAAC"}

package/dist/portfolio-template.js

@@ -0,0 +1,60 @@
+import { formatRiskLevel } from './formatting';
+/**
+ * Calculate total allocation from an array of allocations
+ *
+ * @param allocations - Array of allocation objects with percentage strings
+ * @returns Total allocation as a number
+ *
+ * @example
+ * const total = calculateTotalAllocation([
+ *   { percentage: '50.5' },
+ *   { percentage: '30.0' },
+ *   { percentage: '19.5' }
+ * ]);
+ * // Returns 100.0
+ */
+export const calculateTotalAllocation = (allocations) => {
+    return allocations.reduce((total, allocation) => {
+        return total + parseFloat(allocation.percentage || '0');
+    }, 0);
+};
+/**
+ * Validate that allocation percentages sum to approximately 100%
+ *
+ * @param allocations - Array of allocation objects with percentage strings
+ * @param tolerance - Tolerance for percentage validation (default: 0.01)
+ * @returns True if allocations sum to approximately 100%
+ *
+ * @example
+ * const isValid = validateAllocationPercentages([
+ *   { percentage: '50.0' },
+ *   { percentage: '30.0' },
+ *   { percentage: '20.0' }
+ * ]);
+ * // Returns true
+ *
+ * @example
+ * const isValid = validateAllocationPercentages([
+ *   { percentage: '50.0' },
+ *   { percentage: '30.0' },
+ *   { percentage: '15.0' }
+ * ]);
+ * // Returns false (sums to 95%)
+ */
+export const validateAllocationPercentages = (allocations, tolerance = 0.01) => {
+    const total = calculateTotalAllocation(allocations);
+    return Math.abs(total - 100) <= tolerance;
+};
+/**
+ * Format risk level for display (re-export from formatting utilities)
+ *
+ * @param riskLevel - Risk level string to format
+ * @returns Formatted risk level string
+ *
+ * @example
+ * formatRiskLevelDisplay('HIGH'); // returns 'High'
+ * formatRiskLevelDisplay('moderate'); // returns 'Moderate'
+ */
+export const formatRiskLevelDisplay = (riskLevel) => {
+    return formatRiskLevel(riskLevel);
+};

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@cranberry-money/shared-utils",
-  "version": "8.10.0",
+  "version": "8.12.0",
   "description": "Shared utility functions for MyPortfolio platform",
   "type": "module",
   "main": "dist/index.js",