@cranberry-money/shared-utils 8.23.363 → 8.23.364

package/dist/index.d.ts

@@ -3,7 +3,7 @@ export { parseAddress, getAddressDisplayLines } from './address';
 export { formatDate, formatFullDate, formatShortDate, formatNumericDate, formatTime, formatDateTime, formatFullDateTime, formatMemberSince, } from './date';
 export { NUMBER_FORMAT_OPTIONS_CURRENCY, NUMBER_FORMAT_OPTIONS_CURRENCY_SIGNED, parseCurrencyInput, formatCurrencyWithCode, formatDefaultCurrency, formatCurrency, formatCurrencyWithOptions, formatQuantityWithSuffix, formatTransactionAmount, formatBSB, formatAccountNumber, formatCryptoBalance, getBlockchainNetworkShortName, } from './formatting';
 export { getTradeStatusBadge, getOrderStatusBadge, getTargetTradeStatusBadge } from './badges';
-export { formatPortfolioValue, calculateTotalValue, getMarketAllocation, getCashAllocation, validateAllocations, } from './portfolio';
+export { formatPortfolioValue, calculateReturnPercentage, parseNumericValue, validateAllocations, } from './portfolio';
 export { isNumericOnly, validatePassword, formatVerificationToken, validateEmailConfirmation, isValidPhoneFormat, isValidFullName, formatPhoneNumber, isValidSourceOfFunds, isValidOccupation, } from './validation';
 export { isValidEthereumAddress, isValidBitcoinAddress, validateWalletAddress, detectNetworkFromAddress, formatWalletAddress, formatWalletAddressShort, formatWalletAddressMedium, formatWalletAddressLong, getBlockchainExplorerUrl, getTransactionExplorerUrl, isEVMCompatible, isBitcoinBased, } from './validation/wallets';
 export { validateUserProfileField } from './user-validation';

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":"AACA,OAAO,EAAE,YAAY,EAAE,MAAM,cAAc,CAAC;AAG5C,OAAO,EAAE,YAAY,EAAE,sBAAsB,EAAE,MAAM,WAAW,CAAC;AAGjE,OAAO,EACL,UAAU,EACV,cAAc,EACd,eAAe,EACf,iBAAiB,EACjB,UAAU,EACV,cAAc,EACd,kBAAkB,EAClB,iBAAiB,GAClB,MAAM,QAAQ,CAAC;AAGhB,OAAO,EACL,8BAA8B,EAC9B,qCAAqC,EACrC,kBAAkB,EAClB,sBAAsB,EACtB,qBAAqB,EACrB,cAAc,EACd,yBAAyB,EACzB,wBAAwB,EACxB,uBAAuB,EACvB,SAAS,EACT,mBAAmB,EACnB,mBAAmB,EACnB,6BAA6B,GAC9B,MAAM,cAAc,CAAC;AAGtB,OAAO,EAAE,mBAAmB,EAAE,mBAAmB,EAAE,yBAAyB,EAAE,MAAM,UAAU,CAAC;AAG/F,OAAO,EACL,oBAAoB,EACpB,yBAAyB,EACzB,iBAAiB,EACjB,mBAAmB,GACpB,MAAM,aAAa,CAAC;AAGrB,OAAO,EACL,aAAa,EACb,gBAAgB,EAChB,uBAAuB,EACvB,yBAAyB,EACzB,kBAAkB,EAClB,eAAe,EACf,iBAAiB,EACjB,oBAAoB,EACpB,iBAAiB,GAClB,MAAM,cAAc,CAAC;AAGtB,OAAO,EACL,sBAAsB,EACtB,qBAAqB,EACrB,qBAAqB,EACrB,wBAAwB,EACxB,mBAAmB,EACnB,wBAAwB,EACxB,yBAAyB,EACzB,uBAAuB,EACvB,wBAAwB,EACxB,yBAAyB,EACzB,eAAe,EACf,cAAc,GACf,MAAM,sBAAsB,CAAC;AAG9B,OAAO,EAAE,wBAAwB,EAAE,MAAM,mBAAmB,CAAC;AAG7D,OAAO,EACL,gBAAgB,EAChB,kBAAkB,EAClB,qBAAqB,EACrB,uBAAuB,EACvB,2BAA2B,EAC3B,6BAA6B,EAC7B,qBAAqB,EACrB,uBAAuB,GACxB,MAAM,WAAW,CAAC;AAGnB,OAAO,EAAE,kCAAkC,EAAE,yBAAyB,EAAE,0BAA0B,EAAE,MAAM,aAAa,CAAC;AAGxH,OAAO,EAAE,0BAA0B,EAAE,MAAM,wBAAwB,CAAC;AAGpE,OAAO,EACL,uBAAuB,EACvB,kBAAkB,EAClB,yBAAyB,EACzB,+BAA+B,EAC/B,gCAAgC,EAChC,4BAA4B,EAC5B,0BAA0B,EAC1B,4BAA4B,GAC7B,MAAM,oBAAoB,CAAC;AAG5B,OAAO,EAAE,qBAAqB,EAAE,gBAAgB,EAAE,sBAAsB,EAAE,MAAM,mBAAmB,CAAC;AAGpG,OAAO,EAEL,YAAY,EACZ,mBAAmB,EAEnB,wBAAwB,EACxB,qBAAqB,EACrB,6BAA6B,EAC7B,wBAAwB,EACxB,oBAAoB,EAEpB,KAAK,aAAa,GACnB,MAAM,UAAU,CAAC;AAGlB,OAAO,EACL,yBAAyB,EACzB,cAAc,EACd,qBAAqB,EACrB,sBAAsB,EACtB,KAAK,sBAAsB,EAC3B,KAAK,kBAAkB,GACxB,MAAM,qBAAqB,CAAC"}

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, } from './portfolio';
+export { formatPortfolioValue, calculateReturnPercentage, parseNumericValue, validateAllocations, } from './portfolio';
 // Validation utilities
 export { isNumericOnly, validatePassword, formatVerificationToken, validateEmailConfirmation, isValidPhoneFormat, isValidFullName, formatPhoneNumber, isValidSourceOfFunds, isValidOccupation, } from './validation';
 // Wallet validation utilities

package/dist/index.js.map

@@ -1 +1 @@
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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,EACL,UAAU,EACV,cAAc,EACd,eAAe,EACf,iBAAiB,EACjB,UAAU,EACV,cAAc,EACd,kBAAkB,EAClB,iBAAiB,GAClB,MAAM,QAAQ,CAAC;AAEhB,2CAA2C;AAC3C,OAAO,EACL,8BAA8B,EAC9B,qCAAqC,EACrC,kBAAkB,EAClB,sBAAsB,EACtB,qBAAqB,EACrB,cAAc,EACd,yBAAyB,EACzB,wBAAwB,EACxB,uBAAuB,EACvB,SAAS,EACT,mBAAmB,EACnB,mBAAmB,EACnB,6BAA6B,GAC9B,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,yBAAyB,EACzB,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,oBAAoB,EACpB,iBAAiB,GAClB,MAAM,cAAc,CAAC;AAEtB,8BAA8B;AAC9B,OAAO,EACL,sBAAsB,EACtB,qBAAqB,EACrB,qBAAqB,EACrB,wBAAwB,EACxB,mBAAmB,EACnB,wBAAwB,EACxB,yBAAyB,EACzB,uBAAuB,EACvB,wBAAwB,EACxB,yBAAyB,EACzB,eAAe,EACf,cAAc,GACf,MAAM,sBAAsB,CAAC;AAE9B,oCAAoC;AACpC,OAAO,EAAE,wBAAwB,EAAE,MAAM,mBAAmB,CAAC;AAE7D,mBAAmB;AACnB,OAAO,EACL,gBAAgB,EAChB,kBAAkB,EAClB,qBAAqB,EACrB,uBAAuB,EACvB,2BAA2B,EAC3B,6BAA6B,EAC7B,qBAAqB,EACrB,uBAAuB,GACxB,MAAM,WAAW,CAAC;AAEnB,sBAAsB;AACtB,OAAO,EAAE,kCAAkC,EAAE,yBAAyB,EAAE,0BAA0B,EAAE,MAAM,aAAa,CAAC;AAExH,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,4BAA4B;AAC5B,OAAO;AACL,kBAAkB;AAClB,YAAY,EACZ,mBAAmB;AACnB,oBAAoB;AACpB,wBAAwB,EACxB,qBAAqB,EACrB,6BAA6B,EAC7B,wBAAwB,EACxB,oBAAoB,GAGrB,MAAM,UAAU,CAAC;AAElB,8BAA8B;AAC9B,OAAO,EACL,yBAAyB,EACzB,cAAc,EACd,qBAAqB,EACrB,sBAAsB,GAGvB,MAAM,qBAAqB,CAAC;AAE7B,sFAAsF"}

package/dist/portfolio.d.ts

@@ -1,7 +1,12 @@
 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;
+/**
+ * Calculate portfolio return percentage
+ */
+export declare function calculateReturnPercentage(currentValue: string | number, contributions: string | number, withdrawals: string | number): number;
+/**
+ * Parse numeric value from string or number
+ */
+export declare function parseNumericValue(value: string | number | undefined | null): number;
 export declare const validateAllocations: (allocations: readonly AssetAllocation[]) => boolean;
 //# sourceMappingURL=portfolio.d.ts.map

package/dist/portfolio.d.ts.map

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

@@ -7,20 +7,26 @@ export function formatPortfolioValue(value) {
         currency: AUD,
     }).format(numValue);
 }
-export function calculateTotalValue(marketValue, cashBalance) {
-    const market = typeof marketValue === 'string' ? parseFloat(marketValue || DEFAULT_EMPTY_STRING) : marketValue;
-    const cash = typeof cashBalance === 'string' ? parseFloat(cashBalance || DEFAULT_EMPTY_STRING) : cashBalance;
-    return market + cash;
+/**
+ * Calculate portfolio return percentage
+ */
+export function calculateReturnPercentage(currentValue, contributions, withdrawals) {
+    const current = typeof currentValue === 'string' ? parseFloat(currentValue || DEFAULT_EMPTY_STRING) : currentValue;
+    const contrib = typeof contributions === 'string' ? parseFloat(contributions || DEFAULT_EMPTY_STRING) : contributions;
+    const withdr = typeof withdrawals === 'string' ? parseFloat(withdrawals || DEFAULT_EMPTY_STRING) : withdrawals;
+    const invested = contrib - withdr;
+    if (invested <= DEFAULT_NUMERIC_ZERO)
+        return DEFAULT_NUMERIC_ZERO;
+    const gain = current - invested;
+    return (gain / invested) * 100;
 }
-export function getMarketAllocation(marketValue, totalValue) {
-    const market = typeof marketValue === 'string' ? parseFloat(marketValue || DEFAULT_EMPTY_STRING) : marketValue;
-    const total = typeof totalValue === 'string' ? parseFloat(totalValue || DEFAULT_EMPTY_STRING) : totalValue;
-    return total > DEFAULT_NUMERIC_ZERO ? (market / total) * 100 : DEFAULT_NUMERIC_ZERO;
-}
-export function getCashAllocation(cashBalance, totalValue) {
-    const cash = typeof cashBalance === 'string' ? parseFloat(cashBalance || DEFAULT_EMPTY_STRING) : cashBalance;
-    const total = typeof totalValue === 'string' ? parseFloat(totalValue || DEFAULT_EMPTY_STRING) : totalValue;
-    return total > DEFAULT_NUMERIC_ZERO ? (cash / total) * 100 : DEFAULT_NUMERIC_ZERO;
+/**
+ * Parse numeric value from string or number
+ */
+export function parseNumericValue(value) {
+    if (value === undefined || value === null)
+        return DEFAULT_NUMERIC_ZERO;
+    return typeof value === 'string' ? parseFloat(value || DEFAULT_EMPTY_STRING) : value;
 }
 export const validateAllocations = (allocations) => {
     const totalPercentage = allocations.reduce((sum, allocation) => {

package/dist/portfolio.js.map

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

@@ -1,6 +1,6 @@
 {
   "name": "@cranberry-money/shared-utils",
-  "version": "8.23.363",
+  "version": "8.23.364",
   "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": "^8.15.388",
-    "@cranberry-money/shared-types": "^8.22.363"
+    "@cranberry-money/shared-constants": "^8.15.389",
+    "@cranberry-money/shared-types": "^8.22.364"
   },
   "devDependencies": {
     "@types/jest": "^30.0.0",