@cranberry-money/shared-utils 8.23.177 → 8.23.181

package/dist/dashboard.d.ts

@@ -1,5 +1,12 @@
-import type { AssetAllocation, AssetHolding, AllocationDisplayItem } from '@cranberry-money/shared-types';
-export declare const combineTargetAndActualAllocations: (allocations: readonly AssetAllocation[], holdings: readonly AssetHolding[]) => AllocationDisplayItem[];
+import type { AssetHolding, AllocationDisplayItem } from '@cranberry-money/shared-types';
+/**
+ * Transforms holdings into allocation display items.
+ * AssetHolding includes both target and current allocation percentages from the backend.
+ * Backend handles sorting by target and current allocation percentages.
+ *
+ * @param holdings - Asset holdings with target and current allocation percentages (pre-sorted by backend)
+ */
+export declare const combineTargetAndActualAllocations: (holdings: readonly AssetHolding[]) => AllocationDisplayItem[];
 export declare const calculateAllocationTotals: (items: readonly AllocationDisplayItem[]) => {
     totalTarget: number;
     totalActual: number;

package/dist/dashboard.d.ts.map

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package/dist/dashboard.js

@@ -1,69 +1,36 @@
 import { DESIGN_TOKENS } from '@cranberry-money/shared-constants';
-import { calculateHoldingAllocations } from './portfolio';
-export const combineTargetAndActualAllocations = (allocations, holdings) => {
-    const actualAllocations = calculateHoldingAllocations(holdings);
-    const instrumentMap = new Map();
-    allocations.forEach((allocation) => {
-        instrumentMap.set(allocation.instrument, {
-            symbol: allocation.instrumentSymbol,
-            name: allocation.instrumentName,
-            displayName: allocation.instrumentDisplayName,
-            targetPercentage: parseFloat(allocation.percentage),
-            sector: allocation.instrumentSector,
-            industry: allocation.instrumentIndustry,
-            exchange: allocation.instrumentExchange,
-            currency: allocation.instrumentCurrency,
-        });
-    });
-    holdings.forEach((holding) => {
-        const existing = instrumentMap.get(holding.instrument.uuid);
+/**
+ * Transforms holdings into allocation display items.
+ * AssetHolding includes both target and current allocation percentages from the backend.
+ * Backend handles sorting by target and current allocation percentages.
+ *
+ * @param holdings - Asset holdings with target and current allocation percentages (pre-sorted by backend)
+ */
+export const combineTargetAndActualAllocations = (holdings) => {
+    // Map holdings to display items (backend already sorted by allocation percentages)
+    return holdings.map((holding, index) => {
         const currentPrice = parseFloat(holding.instrument.currentPrice || '0');
         const value = holding.quantity * currentPrice;
-        instrumentMap.set(holding.instrument.uuid, {
+        const targetPercentage = holding.targetAllocationPercentage ? parseFloat(holding.targetAllocationPercentage) : undefined;
+        const actualPercentage = holding.currentAllocationPercentage ? parseFloat(holding.currentAllocationPercentage) : undefined;
+        return {
+            instrumentUuid: holding.instrument.uuid,
             symbol: holding.instrumentSymbol,
             name: holding.instrumentName,
             displayName: holding.instrumentDisplayName,
-            targetPercentage: existing?.targetPercentage,
-            actualPercentage: actualAllocations[holding.instrument.uuid] || 0,
+            targetPercentage,
+            actualPercentage,
             quantity: holding.quantity,
             currentPrice,
             value,
-            sector: existing?.sector || holding.instrumentSector,
-            industry: existing?.industry || holding.instrumentIndustry,
-            exchange: existing?.exchange || holding.instrumentExchange,
-            currency: existing?.currency || holding.instrumentCurrency,
-        });
-    });
-    const items = [];
-    let colorIndex = 0;
-    instrumentMap.forEach((data, instrumentUuid) => {
-        items.push({
-            instrumentUuid,
-            symbol: data.symbol,
-            name: data.name,
-            displayName: data.displayName,
-            targetPercentage: data.targetPercentage,
-            actualPercentage: data.actualPercentage,
-            quantity: data.quantity,
-            currentPrice: data.currentPrice,
-            value: data.value,
-            color: DESIGN_TOKENS.colors.chart[colorIndex++ % DESIGN_TOKENS.colors.chart.length],
-            hasTarget: data.targetPercentage !== undefined,
-            hasActual: data.actualPercentage !== undefined && data.actualPercentage > 0,
-            sector: data.sector,
-            industry: data.industry,
-            exchange: data.exchange,
-            currency: data.currency,
-        });
-    });
-    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;
+            color: DESIGN_TOKENS.colors.chart[index % DESIGN_TOKENS.colors.chart.length],
+            hasTarget: targetPercentage !== undefined && targetPercentage > 0,
+            hasActual: actualPercentage !== undefined && actualPercentage > 0,
+            sector: holding.instrumentSector,
+            industry: holding.instrumentIndustry,
+            exchange: holding.instrumentExchange,
+            currency: holding.instrumentCurrency,
+        };
     });
 };
 export const calculateAllocationTotals = (items) => {

package/dist/dashboard.js.map

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package/dist/index.d.ts

@@ -3,7 +3,7 @@ export { parseAddress, getAddressDisplayLines } from './address';
 export { formatDate, formatShortDate, formatTime, formatDateTime } from './date';
 export { NUMBER_FORMAT_OPTIONS_CURRENCY, NUMBER_FORMAT_OPTIONS_CURRENCY_SIGNED, parseCurrencyInput, formatCurrencyWithCode, formatDefaultCurrency, formatCurrency, formatCurrencyWithOptions, formatQuantityWithSuffix, formatTransactionAmount, getTransactionTypeLabel, formatBSB, formatAccountNumber, } from './formatting';
 export { getTradeStatusBadge, getOrderStatusBadge, getTargetTradeStatusBadge } from './badges';
-export { formatPortfolioValue, calculateTotalValue, getMarketAllocation, getCashAllocation, validateAllocations, calculateHoldingAllocations, } from './portfolio';
+export { formatPortfolioValue, calculateTotalValue, getMarketAllocation, getCashAllocation, validateAllocations, } from './portfolio';
 export { isNumericOnly, validatePassword, formatVerificationToken, validateEmailConfirmation, isValidPhoneFormat, isValidFullName, formatPhoneNumber, isValidInvestmentAmount, isValidSourceOfFunds, } from './validation';
 export { validateUserProfileField } from './user-validation';
 export { hasActiveFilters, countActiveFilters, hasActiveInstrumentFilters, countActiveInstrumentFilters, hasActiveTradeFilters, countActiveTradeFilters, hasActiveTransactionFilters, countActiveTransactionFilters, hasActiveOrderFilters, countActiveOrderFilters, } from './filters';

package/dist/index.d.ts.map

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package/dist/index.js

@@ -9,7 +9,7 @@ export { NUMBER_FORMAT_OPTIONS_CURRENCY, NUMBER_FORMAT_OPTIONS_CURRENCY_SIGNED,
 // Badge utilities
 export { getTradeStatusBadge, getOrderStatusBadge, getTargetTradeStatusBadge } from './badges';
 // Portfolio utilities
-export { formatPortfolioValue, calculateTotalValue, getMarketAllocation, getCashAllocation, validateAllocations, calculateHoldingAllocations, } from './portfolio';
+export { formatPortfolioValue, calculateTotalValue, getMarketAllocation, getCashAllocation, validateAllocations, } from './portfolio';
 // Validation utilities
 export { isNumericOnly, validatePassword, formatVerificationToken, validateEmailConfirmation, isValidPhoneFormat, isValidFullName, formatPhoneNumber, isValidInvestmentAmount, isValidSourceOfFunds, } from './validation';
 // User profile validation utilities

package/dist/index.js.map

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+{"version":3,"file":"index.js","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":"AAAA,gCAAgC;AAChC,OAAO,EAAE,YAAY,EAAE,MAAM,cAAc,CAAC;AAE5C,oBAAoB;AACpB,OAAO,EAAE,YAAY,EAAE,sBAAsB,EAAE,MAAM,WAAW,CAAC;AAEjE,4BAA4B;AAC5B,OAAO,EAAE,UAAU,EAAE,eAAe,EAAE,UAAU,EAAE,cAAc,EAAE,MAAM,QAAQ,CAAC;AAEjF,2CAA2C;AAC3C,OAAO,EACL,8BAA8B,EAC9B,qCAAqC,EACrC,kBAAkB,EAClB,sBAAsB,EACtB,qBAAqB,EACrB,cAAc,EACd,yBAAyB,EACzB,wBAAwB,EACxB,uBAAuB,EACvB,uBAAuB,EACvB,SAAS,EACT,mBAAmB,GACpB,MAAM,cAAc,CAAC;AAEtB,kBAAkB;AAClB,OAAO,EAAE,mBAAmB,EAAE,mBAAmB,EAAE,yBAAyB,EAAE,MAAM,UAAU,CAAC;AAE/F,sBAAsB;AACtB,OAAO,EACL,oBAAoB,EACpB,mBAAmB,EACnB,mBAAmB,EACnB,iBAAiB,EACjB,mBAAmB,GACpB,MAAM,aAAa,CAAC;AAErB,uBAAuB;AACvB,OAAO,EACL,aAAa,EACb,gBAAgB,EAChB,uBAAuB,EACvB,yBAAyB,EACzB,kBAAkB,EAClB,eAAe,EACf,iBAAiB,EACjB,uBAAuB,EACvB,oBAAoB,GACrB,MAAM,cAAc,CAAC;AAEtB,oCAAoC;AACpC,OAAO,EAAE,wBAAwB,EAAE,MAAM,mBAAmB,CAAC;AAE7D,mBAAmB;AACnB,OAAO,EACL,gBAAgB,EAChB,kBAAkB,EAClB,0BAA0B,EAC1B,4BAA4B,EAC5B,qBAAqB,EACrB,uBAAuB,EACvB,2BAA2B,EAC3B,6BAA6B,EAC7B,qBAAqB,EACrB,uBAAuB,GACxB,MAAM,WAAW,CAAC;AAEnB,sBAAsB;AACtB,OAAO,EAAE,iCAAiC,EAAE,yBAAyB,EAAE,0BAA0B,EAAE,MAAM,aAAa,CAAC;AAEvH,iCAAiC;AACjC,OAAO,EAAE,0BAA0B,EAAE,MAAM,wBAAwB,CAAC;AAEpE,6BAA6B;AAC7B,OAAO,EACL,uBAAuB,EACvB,kBAAkB,EAClB,yBAAyB,EACzB,+BAA+B,EAC/B,gCAAgC,EAChC,4BAA4B,EAC5B,0BAA0B,EAC1B,4BAA4B,GAC7B,MAAM,oBAAoB,CAAC;AAE5B,6BAA6B;AAC7B,OAAO,EAAE,qBAAqB,EAAE,gBAAgB,EAAE,sBAAsB,EAAE,MAAM,mBAAmB,CAAC;AAEpG,sFAAsF"}

package/dist/portfolio.d.ts

@@ -1,8 +1,7 @@
-import type { AssetAllocation, AssetHolding } from '@cranberry-money/shared-types';
+import type { AssetAllocation } from '@cranberry-money/shared-types';
 export declare function formatPortfolioValue(value: string | number): string;
 export declare function calculateTotalValue(marketValue: string | number, cashBalance: string | number): number;
 export declare function getMarketAllocation(marketValue: string | number, totalValue: string | number): number;
 export declare function getCashAllocation(cashBalance: string | number, totalValue: string | number): number;
 export declare const validateAllocations: (allocations: readonly AssetAllocation[]) => boolean;
-export declare const calculateHoldingAllocations: (holdings: readonly AssetHolding[]) => Record<string, number>;
 //# sourceMappingURL=portfolio.d.ts.map

package/dist/portfolio.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"portfolio.d.ts","sourceRoot":"","sources":["../src/portfolio.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAE,eAAe,EAAE,MAAM,+BAA+B,CAAC;AASrE,wBAAgB,oBAAoB,CAAC,KAAK,EAAE,MAAM,GAAG,MAAM,GAAG,MAAM,CAMnE;AAED,wBAAgB,mBAAmB,CAAC,WAAW,EAAE,MAAM,GAAG,MAAM,EAAE,WAAW,EAAE,MAAM,GAAG,MAAM,GAAG,MAAM,CAItG;AAED,wBAAgB,mBAAmB,CAAC,WAAW,EAAE,MAAM,GAAG,MAAM,EAAE,UAAU,EAAE,MAAM,GAAG,MAAM,GAAG,MAAM,CAIrG;AAED,wBAAgB,iBAAiB,CAAC,WAAW,EAAE,MAAM,GAAG,MAAM,EAAE,UAAU,EAAE,MAAM,GAAG,MAAM,GAAG,MAAM,CAInG;AAED,eAAO,MAAM,mBAAmB,GAAI,aAAa,SAAS,eAAe,EAAE,KAAG,OAI7E,CAAC"}

package/dist/portfolio.js

@@ -26,14 +26,4 @@ export const validateAllocations = (allocations) => {
     const totalPercentage = allocations.reduce((sum, allocation) => sum + parseFloat(allocation.percentage), 0);
     return Math.abs(totalPercentage - 100) < 0.01;
 };
-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;
-};
 //# sourceMappingURL=portfolio.js.map

package/dist/portfolio.js.map

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package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@cranberry-money/shared-utils",
-  "version": "8.23.177",
+  "version": "8.23.181",
   "description": "Shared utility functions for Blueberry platform",
   "type": "module",
   "main": "dist/index.js",
@@ -29,8 +29,8 @@
     "prepublishOnly": "npm run clean && npm run typecheck && npm test && npm run build"
   },
   "dependencies": {
-    "@cranberry-money/shared-constants": "^8.15.202",
-    "@cranberry-money/shared-types": "^8.22.177"
+    "@cranberry-money/shared-constants": "^8.15.206",
+    "@cranberry-money/shared-types": "^8.22.181"
   },
   "devDependencies": {
     "@types/jest": "^30.0.0",