@cranberry-money/shared-utils 8.17.39 → 8.17.40

package/dist/downloads.d.ts

@@ -9,37 +9,4 @@
  * @param filename - The filename for the downloaded file
  */
 export declare function downloadBlob(blob: Blob, filename: string): void;
-/**
- * Download text content as a file
- * @param content - Text content to download
- * @param filename - The filename for the downloaded file
- * @param mimeType - MIME type for the file (default: text/plain)
- */
-export declare function downloadTextFile(content: string, filename: string, mimeType?: string): void;
-/**
- * Download JSON data as a file
- * @param data - JavaScript object to serialize and download
- * @param filename - The filename for the downloaded file (should end with .json)
- */
-export declare function downloadJsonFile(data: unknown, filename: string): void;
-/**
- * Generate a timestamped filename
- * @param baseName - Base name for the file (without extension)
- * @param extension - File extension (with or without leading dot)
- * @param includeTime - Whether to include time in timestamp (default: false)
- * @returns Timestamped filename
- */
-export declare function generateTimestampedFilename(baseName: string, extension: string, includeTime?: boolean): string;
-/**
- * Download data URL as a file
- * @param dataUrl - Data URL (data:mime/type;base64,data)
- * @param filename - The filename for the downloaded file
- */
-export declare function downloadDataUrl(dataUrl: string, filename: string): void;
-/**
- * Download CSV data as a file
- * @param data - Array of objects to convert to CSV
- * @param filename - The filename for the downloaded file (should end with .csv)
- * @param headers - Optional custom headers (uses object keys if not provided)
- */
-export declare function downloadCsvFile<T extends Record<string, unknown>>(data: T[], filename: string, headers?: string[]): void;
+//# sourceMappingURL=downloads.d.ts.map

package/dist/downloads.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"downloads.d.ts","sourceRoot":"","sources":["../src/downloads.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH;;;;;GAKG;AACH,wBAAgB,YAAY,CAAC,IAAI,EAAE,IAAI,EAAE,QAAQ,EAAE,MAAM,GAAG,IAAI,CAS/D;AAED;;;;;GAKG;AACH,wBAAgB,gBAAgB,CAAC,OAAO,EAAE,MAAM,EAAE,QAAQ,EAAE,MAAM,EAAE,QAAQ,GAAE,MAAqB,GAAG,IAAI,CAGzG;AAED;;;;GAIG;AACH,wBAAgB,gBAAgB,CAAC,IAAI,EAAE,OAAO,EAAE,QAAQ,EAAE,MAAM,GAAG,IAAI,CAGtE;AAED;;;;;;GAMG;AACH,wBAAgB,2BAA2B,CAAC,QAAQ,EAAE,MAAM,EAAE,SAAS,EAAE,MAAM,EAAE,WAAW,GAAE,OAAe,GAAG,MAAM,CASrH;AAED;;;;GAIG;AACH,wBAAgB,eAAe,CAAC,OAAO,EAAE,MAAM,EAAE,QAAQ,EAAE,MAAM,GAAG,IAAI,CAOvE;AAED;;;;;GAKG;AACH,wBAAgB,eAAe,CAAC,CAAC,SAAS,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,EAC/D,IAAI,EAAE,CAAC,EAAE,EACT,QAAQ,EAAE,MAAM,EAChB,OAAO,CAAC,EAAE,MAAM,EAAE,GACjB,IAAI,CAqBN"}
+{"version":3,"file":"downloads.d.ts","sourceRoot":"","sources":["../src/downloads.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH;;;;;GAKG;AACH,wBAAgB,YAAY,CAAC,IAAI,EAAE,IAAI,EAAE,QAAQ,EAAE,MAAM,GAAG,IAAI,CAS/D"}

package/dist/downloads.js

@@ -18,74 +18,3 @@ export function downloadBlob(blob, filename) {
     document.body.removeChild(link);
     window.URL.revokeObjectURL(url);
 }
-/**
- * Download text content as a file
- * @param content - Text content to download
- * @param filename - The filename for the downloaded file
- * @param mimeType - MIME type for the file (default: text/plain)
- */
-export function downloadTextFile(content, filename, mimeType = 'text/plain') {
-    const blob = new Blob([content], { type: mimeType });
-    downloadBlob(blob, filename);
-}
-/**
- * Download JSON data as a file
- * @param data - JavaScript object to serialize and download
- * @param filename - The filename for the downloaded file (should end with .json)
- */
-export function downloadJsonFile(data, filename) {
-    const jsonString = JSON.stringify(data, null, 2);
-    downloadTextFile(jsonString, filename, 'application/json');
-}
-/**
- * Generate a timestamped filename
- * @param baseName - Base name for the file (without extension)
- * @param extension - File extension (with or without leading dot)
- * @param includeTime - Whether to include time in timestamp (default: false)
- * @returns Timestamped filename
- */
-export function generateTimestampedFilename(baseName, extension, includeTime = false) {
-    const now = new Date();
-    const dateString = now.toISOString().split('T')[0]; // YYYY-MM-DD
-    const timeString = now.toTimeString().split(' ')[0]?.replace(/:/g, '-') || '00-00-00'; // HH-MM-SS
-    const cleanExtension = extension.startsWith('.') ? extension : `.${extension}`;
-    const timestamp = includeTime ? `${dateString}-${timeString}` : dateString;
-    return `${baseName}-${timestamp}${cleanExtension}`;
-}
-/**
- * Download data URL as a file
- * @param dataUrl - Data URL (data:mime/type;base64,data)
- * @param filename - The filename for the downloaded file
- */
-export function downloadDataUrl(dataUrl, filename) {
-    const link = document.createElement('a');
-    link.href = dataUrl;
-    link.setAttribute('download', filename);
-    document.body.appendChild(link);
-    link.click();
-    document.body.removeChild(link);
-}
-/**
- * Download CSV data as a file
- * @param data - Array of objects to convert to CSV
- * @param filename - The filename for the downloaded file (should end with .csv)
- * @param headers - Optional custom headers (uses object keys if not provided)
- */
-export function downloadCsvFile(data, filename, headers) {
-    if (data.length === 0) {
-        throw new Error('Cannot create CSV from empty data array');
-    }
-    const csvHeaders = headers || Object.keys(data[0] || {});
-    const csvRows = data.map(row => csvHeaders
-        .map(header => {
-        const value = row[header];
-        // Escape commas and quotes in CSV values
-        const stringValue = String(value ?? '');
-        return stringValue.includes(',') || stringValue.includes('"')
-            ? `"${stringValue.replace(/"/g, '""')}"`
-            : stringValue;
-    })
-        .join(','));
-    const csvContent = [csvHeaders.join(','), ...csvRows].join('\n');
-    downloadTextFile(csvContent, filename, 'text/csv');
-}

package/dist/holdings.d.ts

@@ -1,21 +1,4 @@
 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
  *
@@ -30,49 +13,4 @@ export declare const calculatePortfolioValue: (holdings: readonly AssetHolding[]
  * 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

@@ -1 +1 @@
-{"version":3,"file":"holdings.d.ts","sourceRoot":"","sources":["../src/holdings.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAE,YAAY,EAAE,MAAM,+BAA+B,CAAC;AAClE,OAAO,EAIL,KAAK,aAAa,EACnB,MAAM,mCAAmC,CAAC;AAG3C;;;;;;;;;;;;;;GAcG;AACH,eAAO,MAAM,uBAAuB,GAAI,UAAU,SAAS,YAAY,EAAE,EAAE,QAAQ,MAAM,CAAC,MAAM,EAAE,MAAM,CAAC,KAAG,MAK3G,CAAC;AAEF;;;;;;;;;;;;GAYG;AACH,eAAO,MAAM,2BAA2B,GAAI,UAAU,SAAS,YAAY,EAAE,KAAG,MAAM,CAAC,MAAM,EAAE,MAAM,CAWpG,CAAC;AAEF;;;;;;;;;;;;;;GAcG;AACH,eAAO,MAAM,yBAAyB,GAAI,UAAU,SAAS,YAAY,EAAE,KAAG,MAAM,CAAC,MAAM,EAAE,YAAY,EAAE,CAY1G,CAAC;AAEF;;;;;;;;;;;;;;GAcG;AACH,eAAO,MAAM,2BAA2B,GAAI,UAAU,SAAS,YAAY,EAAE,EAAE,aAAa,MAAM,KAAG,YAAY,EAEhH,CAAC;AAEF;;;;;;;;;;;;GAYG;AACH,eAAO,MAAM,YAAY,GACvB,UAAU,SAAS,YAAY,EAAE,EACjC,QAAQ,UAAU,GAAG,QAAQ,GAAG,MAAM,GAAG,WAAW,EACpD,YAAW,aAAmC,KAC7C,YAAY,EA0Cd,CAAC"}
+{"version":3,"file":"holdings.d.ts","sourceRoot":"","sources":["../src/holdings.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAE,YAAY,EAAE,MAAM,+BAA+B,CAAC;AAElE;;;;;;;;;;;;GAYG;AACH,eAAO,MAAM,2BAA2B,GAAI,UAAU,SAAS,YAAY,EAAE,KAAG,MAAM,CAAC,MAAM,EAAE,MAAM,CAWpG,CAAC"}

package/dist/holdings.js

@@ -1,26 +1,3 @@
-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
  *
@@ -44,96 +21,3 @@ export const calculateHoldingAllocations = (holdings) => {
     });
     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

@@ -15,20 +15,13 @@ export { isNumericOnly, validatePassword, isValidTokenFormat, formatVerification
 export { hasActiveFilters, countActiveFilters, clearAllFilters, updateFilters, isFilterEmpty, removeEmptyFilters, mergeFilters, areFiltersEqual, createFilterPredicate, hasActiveInstrumentFilters, countActiveInstrumentFilters, hasActiveTradeFilters, countActiveTradeFilters, hasActiveTransactionFilters, countActiveTransactionFilters, hasActiveTargetTradeFilters, countActiveTargetTradeFilters, } from './filters';
 export { isTokenExpired, isTokenExpiringSoon, getTimeUntilExpiry, formatTimeUntilExpiry, parseDeviceInfo, isRefreshSuccess, getRefreshErrorMessage, createAutoRefreshHandler, } from './auth';
 export { formatInstrumentPrice, getCurrencySymbol } from './instruments';
-export { sortByStringField, filterByTextSearch, filterByBooleanField, findByField, findByStringField, extractAndSortField, groupByFirstLetter, groupByField, hasItemWithFieldValue, countByFieldValue, } from './collections';
-export { downloadBlob, downloadTextFile, downloadJsonFile, generateTimestampedFilename, downloadDataUrl, downloadCsvFile, } from './downloads';
+export { downloadBlob } from './downloads';
 export { formatQuantityWithSuffix } from './numbers';
 export { validateAllocations } from './allocations';
-export { calculatePortfolioValue, calculateHoldingAllocations, groupHoldingsByInstrument, filterHoldingsByMinQuantity, sortHoldings, } from './holdings';
+export { calculateHoldingAllocations } from './holdings';
 export { processAllocationData, calculateTotals, formatPercentage, formatDashboardCurrency, type AllocationDisplayItem, } from './dashboard';
 export { isValidTemplateSelection, validatePortfolioSelection, type PortfolioSelectionValidation, type PortfolioSelectionState, } from './portfolio-validation';
 export { getStatusColor, getStatusLabel, getWithdrawalTypeLabel, getReasonLabel, getLiquidationStatusColor, getLiquidationStatusLabel, type WithdrawalStatus, type WithdrawalType, type WithdrawalReason, type LiquidationStatus, } from './withdrawal-status';
-export { findPrimaryTaxResidency, filterTaxResidenciesByCountry, hasTaxResidencyInCountry, getNonExemptedTaxResidencies, type BaseTaxResidency, } from './tax-residency';
-export { getCountriesFromExchanges, groupExchangesByCountry, findExchangeByShortName, sortExchangesByName, filterExchangesByCountry, type BaseCountry, type BaseStockExchange, type SortDirection, } from './stock-exchange';
-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';
 export { validateInvestmentAmount, formatInvestmentAmount } from './investment-preference';
 export { formatBalance, formatTransactionAmount, getTransactionTypeLabel, type BaseTransactionType, } from './cash-account';

package/dist/index.d.ts.map

@@ -1 +1 @@
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package/dist/index.js

@@ -28,34 +28,20 @@ hasActiveInstrumentFilters, countActiveInstrumentFilters, hasActiveTradeFilters,
 export { isTokenExpired, isTokenExpiringSoon, getTimeUntilExpiry, formatTimeUntilExpiry, parseDeviceInfo, isRefreshSuccess, getRefreshErrorMessage, createAutoRefreshHandler, } from './auth';
 // Instrument utilities
 export { formatInstrumentPrice, getCurrencySymbol } from './instruments';
-// Collection utilities
-export { sortByStringField, filterByTextSearch, filterByBooleanField, findByField, findByStringField, extractAndSortField, groupByFirstLetter, groupByField, hasItemWithFieldValue, countByFieldValue, } from './collections';
 // Download utilities
-export { downloadBlob, downloadTextFile, downloadJsonFile, generateTimestampedFilename, downloadDataUrl, downloadCsvFile, } from './downloads';
+export { downloadBlob } from './downloads';
 // Number formatting utilities
 export { formatQuantityWithSuffix } from './numbers';
 // Allocation utilities
 export { validateAllocations } from './allocations';
 // Holdings utilities
-export { calculatePortfolioValue, calculateHoldingAllocations, groupHoldingsByInstrument, filterHoldingsByMinQuantity, sortHoldings, } from './holdings';
+export { calculateHoldingAllocations } from './holdings';
 // Dashboard utilities
 export { processAllocationData, calculateTotals, formatPercentage, formatDashboardCurrency, } from './dashboard';
 // Portfolio validation utilities
 export { isValidTemplateSelection, validatePortfolioSelection, } from './portfolio-validation';
 // Withdrawal status utilities
 export { getStatusColor, getStatusLabel, getWithdrawalTypeLabel, getReasonLabel, getLiquidationStatusColor, getLiquidationStatusLabel, } from './withdrawal-status';
-// Tax residency utilities
-export { findPrimaryTaxResidency, filterTaxResidenciesByCountry, hasTaxResidencyInCountry, getNonExemptedTaxResidencies, } from './tax-residency';
-// Stock exchange utilities
-export { getCountriesFromExchanges, groupExchangesByCountry, findExchangeByShortName, sortExchangesByName, filterExchangesByCountry, } from './stock-exchange';
-// Sector utilities
-export { sortSectorsByName, filterSectorsByName, findSectorByName, getSectorNames, groupSectorsAlphabetically, sectorExists, findSectorsByPartialName, } from './sector';
-// Document utilities
-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';
 // Investment preference utilities

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@cranberry-money/shared-utils",
-  "version": "8.17.39",
+  "version": "8.17.40",
   "description": "Shared utility functions for MyPortfolio platform",
   "type": "module",
   "main": "dist/index.js",