@cranberry-money/shared-utils 8.23.186 → 8.23.188

package/dist/dashboard.d.ts

@@ -1,4 +1,4 @@
-import type { AssetHolding, AllocationDisplayItem } from '@cranberry-money/shared-types';
+import type { AssetHolding, AssetAllocation, AllocationDisplayItem } from '@cranberry-money/shared-types';
 /**
  * Transforms holdings into allocation display items.
  * AssetHolding includes both target and current allocation percentages from the backend.
@@ -7,6 +7,14 @@ import type { AssetHolding, AllocationDisplayItem } from '@cranberry-money/share
  * @param holdings - Asset holdings with target and current allocation percentages (pre-sorted by backend)
  */
 export declare const combineTargetAndActualAllocations: (holdings: readonly AssetHolding[]) => AllocationDisplayItem[];
+/**
+ * Transforms allocations with holdings data into allocation display items.
+ * AssetAllocation includes target percentage and optional current holdings data from the backend.
+ * Shows all target allocations, including those with no current holdings (quantity = 0).
+ *
+ * @param allocations - Asset allocations with holdings data (pre-sorted by backend)
+ */
+export declare const transformAllocationsToDisplayItems: (allocations: readonly AssetAllocation[]) => AllocationDisplayItem[];
 export declare const calculateAllocationTotals: (items: readonly AllocationDisplayItem[]) => {
     totalTarget: number;
     totalActual: number;

package/dist/dashboard.d.ts.map

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

@@ -37,6 +37,41 @@ export const combineTargetAndActualAllocations = (holdings) => {
         };
     });
 };
+/**
+ * Transforms allocations with holdings data into allocation display items.
+ * AssetAllocation includes target percentage and optional current holdings data from the backend.
+ * Shows all target allocations, including those with no current holdings (quantity = 0).
+ *
+ * @param allocations - Asset allocations with holdings data (pre-sorted by backend)
+ */
+export const transformAllocationsToDisplayItems = (allocations) => {
+    return allocations.map((allocation, index) => {
+        const targetPercentage = parseFloat(allocation.percentage);
+        const actualPercentage = allocation.currentAllocationPercentage
+            ? parseFloat(allocation.currentAllocationPercentage)
+            : undefined;
+        const quantity = allocation.currentQuantity || 0;
+        const value = allocation.currentMarketValue ? parseFloat(allocation.currentMarketValue) : 0;
+        return {
+            instrumentUuid: allocation.instrument,
+            symbol: allocation.instrumentSymbol,
+            name: allocation.instrumentName,
+            displayName: allocation.instrumentDisplayName,
+            targetPercentage,
+            actualPercentage,
+            quantity,
+            currentPrice: quantity > 0 && value > 0 ? value / quantity : 0,
+            value,
+            color: DESIGN_TOKENS.colors.chart[index % DESIGN_TOKENS.colors.chart.length],
+            hasTarget: targetPercentage !== undefined && targetPercentage > 0,
+            hasActual: actualPercentage !== undefined && actualPercentage > 0,
+            sector: allocation.instrumentSector,
+            industry: allocation.instrumentIndustry,
+            exchange: allocation.instrumentExchange,
+            currency: allocation.instrumentCurrency,
+        };
+    });
+};
 export const calculateAllocationTotals = (items) => {
     const totalTarget = items.reduce((sum, item) => sum + (item.targetPercentage || 0), 0);
     const totalActual = items.reduce((sum, item) => sum + (item.actualPercentage || 0), 0);

package/dist/dashboard.js.map

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package/dist/index.d.ts

@@ -7,7 +7,7 @@ export { formatPortfolioValue, calculateTotalValue, getMarketAllocation, getCash
 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';
-export { combineTargetAndActualAllocations, calculateAllocationTotals, formatAllocationPercentage } from './dashboard';
+export { combineTargetAndActualAllocations, transformAllocationsToDisplayItems, calculateAllocationTotals, formatAllocationPercentage, } from './dashboard';
 export { validatePortfolioSelection } from './portfolio-validation';
 export { validateUserPreferences, hasUserPreferences, getUserPreferencesSummary, formatUserPreferencesForDisplay, getAvailablePortfoliosForAccount, isValidUserPreferencesUpdate, getUserPreferencesCacheKey, sanitizeUserPreferencesInput, } from './user-preferences';
 export { formatPhoneForDisplay, cleanPhoneNumber, getExpectedPhoneLength } from './phoneFormatting';

package/dist/index.d.ts.map

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package/dist/index.js

@@ -17,7 +17,7 @@ export { validateUserProfileField } from './user-validation';
 // Filter utilities
 export { hasActiveFilters, countActiveFilters, hasActiveInstrumentFilters, countActiveInstrumentFilters, hasActiveTradeFilters, countActiveTradeFilters, hasActiveTransactionFilters, countActiveTransactionFilters, hasActiveOrderFilters, countActiveOrderFilters, } from './filters';
 // Dashboard utilities
-export { combineTargetAndActualAllocations, calculateAllocationTotals, formatAllocationPercentage } from './dashboard';
+export { combineTargetAndActualAllocations, transformAllocationsToDisplayItems, calculateAllocationTotals, formatAllocationPercentage, } from './dashboard';
 // Portfolio validation utilities
 export { validatePortfolioSelection } from './portfolio-validation';
 // User preferences utilities

package/dist/index.js.map

@@ -1 +1 @@
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package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@cranberry-money/shared-utils",
-  "version": "8.23.186",
+  "version": "8.23.188",
   "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": "^8.15.211",
-    "@cranberry-money/shared-types": "^8.22.186"
+    "@cranberry-money/shared-constants": "^8.15.213",
+    "@cranberry-money/shared-types": "^8.22.188"
   },
   "devDependencies": {
     "@types/jest": "^30.0.0",