@cranberry-money/shared-utils 8.11.0 → 8.13.0

package/dist/index.d.ts

@@ -30,4 +30,6 @@ export { sortSectorsByName, filterSectorsByName, findSectorByName, getSectorName
 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';
+export { validateInvestmentAmount, formatInvestmentAmount, } from './investment-preference';
 //# 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;AAG9B,OAAO,EACL,wBAAwB,EACxB,sBAAsB,GACvB,MAAM,yBAAyB,CAAC"}

package/dist/index.js

@@ -60,3 +60,7 @@ export { generateDocumentFilename, formatDocumentType, formatDocumentStatus, } f
 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';
+// Investment preference utilities
+export { validateInvestmentAmount, formatInvestmentAmount, } from './investment-preference';

package/dist/investment-preference.d.ts

@@ -0,0 +1,25 @@
+/**
+ * Validate investment amount using shared validation utilities
+ *
+ * @param amount - Investment amount to validate
+ * @returns True if amount is valid for investment
+ *
+ * @example
+ * validateInvestmentAmount(1000); // returns true
+ * validateInvestmentAmount(-100); // returns false
+ * validateInvestmentAmount(0); // returns false
+ */
+export declare const validateInvestmentAmount: (amount: number) => boolean;
+/**
+ * Format investment amount for display with USD currency
+ *
+ * @param amount - Amount string to format
+ * @returns Formatted currency string with USD code
+ *
+ * @example
+ * formatInvestmentAmount('1000'); // returns '$1,000.00 USD'
+ * formatInvestmentAmount('invalid'); // returns '$0.00 USD'
+ * formatInvestmentAmount('1500.50'); // returns '$1,500.50 USD'
+ */
+export declare const formatInvestmentAmount: (amount: string) => string;
+//# sourceMappingURL=investment-preference.d.ts.map

package/dist/investment-preference.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"investment-preference.d.ts","sourceRoot":"","sources":["../src/investment-preference.ts"],"names":[],"mappings":"AAGA;;;;;;;;;;GAUG;AACH,eAAO,MAAM,wBAAwB,GAAI,QAAQ,MAAM,KAAG,OAEzD,CAAC;AAEF;;;;;;;;;;GAUG;AACH,eAAO,MAAM,sBAAsB,GAAI,QAAQ,MAAM,KAAG,MAIvD,CAAC"}

package/dist/investment-preference.js

@@ -0,0 +1,33 @@
+import { isValidInvestmentAmount } from './validation';
+import { formatCurrencyWithCode } from './currency';
+/**
+ * Validate investment amount using shared validation utilities
+ *
+ * @param amount - Investment amount to validate
+ * @returns True if amount is valid for investment
+ *
+ * @example
+ * validateInvestmentAmount(1000); // returns true
+ * validateInvestmentAmount(-100); // returns false
+ * validateInvestmentAmount(0); // returns false
+ */
+export const validateInvestmentAmount = (amount) => {
+    return isValidInvestmentAmount(amount);
+};
+/**
+ * Format investment amount for display with USD currency
+ *
+ * @param amount - Amount string to format
+ * @returns Formatted currency string with USD code
+ *
+ * @example
+ * formatInvestmentAmount('1000'); // returns '$1,000.00 USD'
+ * formatInvestmentAmount('invalid'); // returns '$0.00 USD'
+ * formatInvestmentAmount('1500.50'); // returns '$1,500.50 USD'
+ */
+export const formatInvestmentAmount = (amount) => {
+    const num = parseFloat(amount);
+    if (isNaN(num))
+        return formatCurrencyWithCode(0, 'USD', 'en-US', 2, 2);
+    return formatCurrencyWithCode(num, 'USD', 'en-US', 2, 2);
+};

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": "8.11.0",
+  "version": "8.13.0",
   "description": "Shared utility functions for MyPortfolio platform",
   "type": "module",
   "main": "dist/index.js",