@cranberry-money/shared-utils 8.4.0 → 8.6.0

package/dist/index.d.ts

@@ -23,4 +23,6 @@ export { validateAllocations } from './allocations';
 export { calculatePortfolioValue, calculateHoldingAllocations, groupHoldingsByInstrument, filterHoldingsByMinQuantity, sortHoldings, } 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';
 //# sourceMappingURL=index.d.ts.map

package/dist/index.d.ts.map

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

@@ -46,3 +46,7 @@ export { calculatePortfolioValue, calculateHoldingAllocations, groupHoldingsByIn
 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';

package/dist/tax-residency.d.ts

@@ -0,0 +1,67 @@
+export interface BaseTaxResidency {
+    readonly country: string;
+    readonly isPrimary: boolean;
+    readonly isExempted: boolean;
+}
+/**
+ * Find the primary tax residency from a list
+ *
+ * @param taxResidencies - List of tax residencies
+ * @returns The primary tax residency if found, undefined otherwise
+ *
+ * @example
+ * const residencies = [
+ *   { country: 'US', isPrimary: false, isExempted: false },
+ *   { country: 'CA', isPrimary: true, isExempted: false }
+ * ];
+ * findPrimaryTaxResidency(residencies); // returns CA residency
+ */
+export declare const findPrimaryTaxResidency: <T extends BaseTaxResidency>(taxResidencies: readonly T[]) => T | undefined;
+/**
+ * Filter tax residencies by country code
+ *
+ * @param taxResidencies - List of tax residencies
+ * @param countryCode - Country code to filter by
+ * @returns List of tax residencies for the specified country
+ *
+ * @example
+ * const residencies = [
+ *   { country: 'US', isPrimary: true, isExempted: false },
+ *   { country: 'US', isPrimary: false, isExempted: true },
+ *   { country: 'CA', isPrimary: false, isExempted: false }
+ * ];
+ * filterTaxResidenciesByCountry(residencies, 'US'); // returns 2 US residencies
+ */
+export declare const filterTaxResidenciesByCountry: <T extends BaseTaxResidency>(taxResidencies: readonly T[], countryCode: string) => T[];
+/**
+ * Check if user has tax residency in a specific country
+ *
+ * @param taxResidencies - List of tax residencies
+ * @param countryCode - Country code to check
+ * @returns True if user has residency in the country, false otherwise
+ *
+ * @example
+ * const residencies = [
+ *   { country: 'US', isPrimary: true, isExempted: false },
+ *   { country: 'CA', isPrimary: false, isExempted: false }
+ * ];
+ * hasTaxResidencyInCountry(residencies, 'US'); // returns true
+ * hasTaxResidencyInCountry(residencies, 'UK'); // returns false
+ */
+export declare const hasTaxResidencyInCountry: <T extends BaseTaxResidency>(taxResidencies: readonly T[], countryCode: string) => boolean;
+/**
+ * Get all non-exempted tax residencies
+ *
+ * @param taxResidencies - List of tax residencies
+ * @returns List of non-exempted tax residencies
+ *
+ * @example
+ * const residencies = [
+ *   { country: 'US', isPrimary: true, isExempted: false },
+ *   { country: 'CA', isPrimary: false, isExempted: true },
+ *   { country: 'UK', isPrimary: false, isExempted: false }
+ * ];
+ * getNonExemptedTaxResidencies(residencies); // returns US and UK residencies
+ */
+export declare const getNonExemptedTaxResidencies: <T extends BaseTaxResidency>(taxResidencies: readonly T[]) => T[];
+//# sourceMappingURL=tax-residency.d.ts.map

package/dist/tax-residency.d.ts.map

@@ -0,0 +1 @@
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package/dist/tax-residency.js

@@ -0,0 +1,70 @@
+import { findByField, hasItemWithFieldValue, filterByBooleanField } from './collections';
+/**
+ * Find the primary tax residency from a list
+ *
+ * @param taxResidencies - List of tax residencies
+ * @returns The primary tax residency if found, undefined otherwise
+ *
+ * @example
+ * const residencies = [
+ *   { country: 'US', isPrimary: false, isExempted: false },
+ *   { country: 'CA', isPrimary: true, isExempted: false }
+ * ];
+ * findPrimaryTaxResidency(residencies); // returns CA residency
+ */
+export const findPrimaryTaxResidency = (taxResidencies) => {
+    return findByField([...taxResidencies], 'isPrimary', true);
+};
+/**
+ * Filter tax residencies by country code
+ *
+ * @param taxResidencies - List of tax residencies
+ * @param countryCode - Country code to filter by
+ * @returns List of tax residencies for the specified country
+ *
+ * @example
+ * const residencies = [
+ *   { country: 'US', isPrimary: true, isExempted: false },
+ *   { country: 'US', isPrimary: false, isExempted: true },
+ *   { country: 'CA', isPrimary: false, isExempted: false }
+ * ];
+ * filterTaxResidenciesByCountry(residencies, 'US'); // returns 2 US residencies
+ */
+export const filterTaxResidenciesByCountry = (taxResidencies, countryCode) => {
+    return taxResidencies.filter((residency) => residency.country === countryCode);
+};
+/**
+ * Check if user has tax residency in a specific country
+ *
+ * @param taxResidencies - List of tax residencies
+ * @param countryCode - Country code to check
+ * @returns True if user has residency in the country, false otherwise
+ *
+ * @example
+ * const residencies = [
+ *   { country: 'US', isPrimary: true, isExempted: false },
+ *   { country: 'CA', isPrimary: false, isExempted: false }
+ * ];
+ * hasTaxResidencyInCountry(residencies, 'US'); // returns true
+ * hasTaxResidencyInCountry(residencies, 'UK'); // returns false
+ */
+export const hasTaxResidencyInCountry = (taxResidencies, countryCode) => {
+    return hasItemWithFieldValue([...taxResidencies], 'country', countryCode);
+};
+/**
+ * Get all non-exempted tax residencies
+ *
+ * @param taxResidencies - List of tax residencies
+ * @returns List of non-exempted tax residencies
+ *
+ * @example
+ * const residencies = [
+ *   { country: 'US', isPrimary: true, isExempted: false },
+ *   { country: 'CA', isPrimary: false, isExempted: true },
+ *   { country: 'UK', isPrimary: false, isExempted: false }
+ * ];
+ * getNonExemptedTaxResidencies(residencies); // returns US and UK residencies
+ */
+export const getNonExemptedTaxResidencies = (taxResidencies) => {
+    return filterByBooleanField([...taxResidencies], 'isExempted', false);
+};

package/dist/withdrawal-status.d.ts

@@ -0,0 +1,72 @@
+import { WITHDRAWAL_STATUS_PENDING_REVIEW, WITHDRAWAL_STATUS_APPROVED, WITHDRAWAL_STATUS_REJECTED, WITHDRAWAL_STATUS_PROCESSING, WITHDRAWAL_STATUS_AWAITING_LIQUIDATION, WITHDRAWAL_STATUS_LIQUIDATION_IN_PROGRESS, WITHDRAWAL_STATUS_COMPLETED, WITHDRAWAL_STATUS_CANCELLED, WITHDRAWAL_STATUS_FAILED, WITHDRAWAL_TYPE_FULL_CASH, WITHDRAWAL_TYPE_PARTIAL_CASH, WITHDRAWAL_REASON_INVESTMENT_STRATEGY, WITHDRAWAL_REASON_PERSONAL_EXPENSES, WITHDRAWAL_REASON_EMERGENCY, WITHDRAWAL_REASON_OTHER, LIQUIDATION_STATUS_PENDING, LIQUIDATION_STATUS_TRADES_CREATED, LIQUIDATION_STATUS_EXECUTED, LIQUIDATION_STATUS_SETTLED, LIQUIDATION_STATUS_FAILED } from '@cranberry-money/shared-constants';
+export type WithdrawalStatus = typeof WITHDRAWAL_STATUS_PENDING_REVIEW | typeof WITHDRAWAL_STATUS_APPROVED | typeof WITHDRAWAL_STATUS_REJECTED | typeof WITHDRAWAL_STATUS_PROCESSING | typeof WITHDRAWAL_STATUS_AWAITING_LIQUIDATION | typeof WITHDRAWAL_STATUS_LIQUIDATION_IN_PROGRESS | typeof WITHDRAWAL_STATUS_COMPLETED | typeof WITHDRAWAL_STATUS_CANCELLED | typeof WITHDRAWAL_STATUS_FAILED;
+export type WithdrawalType = typeof WITHDRAWAL_TYPE_FULL_CASH | typeof WITHDRAWAL_TYPE_PARTIAL_CASH;
+export type WithdrawalReason = typeof WITHDRAWAL_REASON_INVESTMENT_STRATEGY | typeof WITHDRAWAL_REASON_PERSONAL_EXPENSES | typeof WITHDRAWAL_REASON_EMERGENCY | typeof WITHDRAWAL_REASON_OTHER;
+export type LiquidationStatus = typeof LIQUIDATION_STATUS_PENDING | typeof LIQUIDATION_STATUS_TRADES_CREATED | typeof LIQUIDATION_STATUS_EXECUTED | typeof LIQUIDATION_STATUS_SETTLED | typeof LIQUIDATION_STATUS_FAILED;
+/**
+ * Get the color class for a withdrawal status
+ *
+ * @param status - The withdrawal status
+ * @returns The corresponding color class string
+ *
+ * @example
+ * getStatusColor('pending_review'); // returns 'text-warning-600'
+ * getStatusColor('completed'); // returns 'text-success-600'
+ */
+export declare const getStatusColor: (status: WithdrawalStatus) => string;
+/**
+ * Get the display label for a withdrawal status
+ *
+ * @param status - The withdrawal status
+ * @returns The human-readable label
+ *
+ * @example
+ * getStatusLabel('pending_review'); // returns 'Pending Review'
+ * getStatusLabel('liquidation_in_progress'); // returns 'Liquidation in Progress'
+ */
+export declare const getStatusLabel: (status: WithdrawalStatus) => string;
+/**
+ * Get the display label for a withdrawal type
+ *
+ * @param type - The withdrawal type
+ * @returns The human-readable label
+ *
+ * @example
+ * getWithdrawalTypeLabel('full_cash'); // returns 'Full Cash'
+ * getWithdrawalTypeLabel('partial_cash'); // returns 'Partial Cash'
+ */
+export declare const getWithdrawalTypeLabel: (type: WithdrawalType) => string;
+/**
+ * Get the display label for a withdrawal reason
+ *
+ * @param reason - The withdrawal reason (optional)
+ * @returns The human-readable label
+ *
+ * @example
+ * getReasonLabel('investment_strategy'); // returns 'Investment Strategy'
+ * getReasonLabel(null); // returns 'Not specified'
+ */
+export declare const getReasonLabel: (reason: WithdrawalReason | null | undefined) => string;
+/**
+ * Get the color class for a liquidation status
+ *
+ * @param status - The liquidation status
+ * @returns The corresponding color class string
+ *
+ * @example
+ * getLiquidationStatusColor('pending'); // returns 'text-warning-600'
+ * getLiquidationStatusColor('settled'); // returns 'text-success-600'
+ */
+export declare const getLiquidationStatusColor: (status: LiquidationStatus) => string;
+/**
+ * Get the display label for a liquidation status
+ *
+ * @param status - The liquidation status
+ * @returns The human-readable label
+ *
+ * @example
+ * getLiquidationStatusLabel('trades_created'); // returns 'Trades Created'
+ * getLiquidationStatusLabel('executed'); // returns 'Executed'
+ */
+export declare const getLiquidationStatusLabel: (status: LiquidationStatus) => string;
+//# sourceMappingURL=withdrawal-status.d.ts.map

package/dist/withdrawal-status.d.ts.map

@@ -0,0 +1 @@
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package/dist/withdrawal-status.js

@@ -0,0 +1,127 @@
+import { STATUS_COLOR_PENDING, STATUS_COLOR_APPROVED, STATUS_COLOR_REJECTED, STATUS_COLOR_PROCESSING, STATUS_COLOR_AWAITING, STATUS_COLOR_IN_PROGRESS, STATUS_COLOR_COMPLETED, STATUS_COLOR_CANCELLED, STATUS_COLOR_FAILED, STATUS_COLOR_DEFAULT, WITHDRAWAL_STATUS_PENDING_REVIEW, WITHDRAWAL_STATUS_APPROVED, WITHDRAWAL_STATUS_REJECTED, WITHDRAWAL_STATUS_PROCESSING, WITHDRAWAL_STATUS_AWAITING_LIQUIDATION, WITHDRAWAL_STATUS_LIQUIDATION_IN_PROGRESS, WITHDRAWAL_STATUS_COMPLETED, WITHDRAWAL_STATUS_CANCELLED, WITHDRAWAL_STATUS_FAILED, WITHDRAWAL_STATUS_LABEL_PENDING_REVIEW, WITHDRAWAL_STATUS_LABEL_APPROVED, WITHDRAWAL_STATUS_LABEL_REJECTED, WITHDRAWAL_STATUS_LABEL_PROCESSING, WITHDRAWAL_STATUS_LABEL_AWAITING_LIQUIDATION, WITHDRAWAL_STATUS_LABEL_LIQUIDATION_IN_PROGRESS, WITHDRAWAL_STATUS_LABEL_COMPLETED, WITHDRAWAL_STATUS_LABEL_CANCELLED, WITHDRAWAL_STATUS_LABEL_FAILED, WITHDRAWAL_TYPE_FULL_CASH, WITHDRAWAL_TYPE_PARTIAL_CASH, WITHDRAWAL_TYPE_LABEL_FULL_CASH, WITHDRAWAL_TYPE_LABEL_PARTIAL_CASH, WITHDRAWAL_REASON_INVESTMENT_STRATEGY, WITHDRAWAL_REASON_PERSONAL_EXPENSES, WITHDRAWAL_REASON_EMERGENCY, WITHDRAWAL_REASON_OTHER, WITHDRAWAL_REASON_LABEL_INVESTMENT_STRATEGY, WITHDRAWAL_REASON_LABEL_PERSONAL_EXPENSES, WITHDRAWAL_REASON_LABEL_EMERGENCY, WITHDRAWAL_REASON_LABEL_OTHER, LIQUIDATION_STATUS_PENDING, LIQUIDATION_STATUS_TRADES_CREATED, LIQUIDATION_STATUS_EXECUTED, LIQUIDATION_STATUS_SETTLED, LIQUIDATION_STATUS_FAILED, LIQUIDATION_STATUS_LABEL_PENDING, LIQUIDATION_STATUS_LABEL_TRADES_CREATED, LIQUIDATION_STATUS_LABEL_EXECUTED, LIQUIDATION_STATUS_LABEL_SETTLED, LIQUIDATION_STATUS_LABEL_FAILED, } from '@cranberry-money/shared-constants';
+/**
+ * Get the color class for a withdrawal status
+ *
+ * @param status - The withdrawal status
+ * @returns The corresponding color class string
+ *
+ * @example
+ * getStatusColor('pending_review'); // returns 'text-warning-600'
+ * getStatusColor('completed'); // returns 'text-success-600'
+ */
+export const getStatusColor = (status) => {
+    const statusColors = {
+        [WITHDRAWAL_STATUS_PENDING_REVIEW]: STATUS_COLOR_PENDING,
+        [WITHDRAWAL_STATUS_APPROVED]: STATUS_COLOR_APPROVED,
+        [WITHDRAWAL_STATUS_REJECTED]: STATUS_COLOR_REJECTED,
+        [WITHDRAWAL_STATUS_PROCESSING]: STATUS_COLOR_PROCESSING,
+        [WITHDRAWAL_STATUS_AWAITING_LIQUIDATION]: STATUS_COLOR_AWAITING,
+        [WITHDRAWAL_STATUS_LIQUIDATION_IN_PROGRESS]: STATUS_COLOR_IN_PROGRESS,
+        [WITHDRAWAL_STATUS_COMPLETED]: STATUS_COLOR_COMPLETED,
+        [WITHDRAWAL_STATUS_CANCELLED]: STATUS_COLOR_CANCELLED,
+        [WITHDRAWAL_STATUS_FAILED]: STATUS_COLOR_FAILED,
+    };
+    return statusColors[status] || STATUS_COLOR_DEFAULT;
+};
+/**
+ * Get the display label for a withdrawal status
+ *
+ * @param status - The withdrawal status
+ * @returns The human-readable label
+ *
+ * @example
+ * getStatusLabel('pending_review'); // returns 'Pending Review'
+ * getStatusLabel('liquidation_in_progress'); // returns 'Liquidation in Progress'
+ */
+export const getStatusLabel = (status) => {
+    const statusLabels = {
+        [WITHDRAWAL_STATUS_PENDING_REVIEW]: WITHDRAWAL_STATUS_LABEL_PENDING_REVIEW,
+        [WITHDRAWAL_STATUS_APPROVED]: WITHDRAWAL_STATUS_LABEL_APPROVED,
+        [WITHDRAWAL_STATUS_REJECTED]: WITHDRAWAL_STATUS_LABEL_REJECTED,
+        [WITHDRAWAL_STATUS_PROCESSING]: WITHDRAWAL_STATUS_LABEL_PROCESSING,
+        [WITHDRAWAL_STATUS_AWAITING_LIQUIDATION]: WITHDRAWAL_STATUS_LABEL_AWAITING_LIQUIDATION,
+        [WITHDRAWAL_STATUS_LIQUIDATION_IN_PROGRESS]: WITHDRAWAL_STATUS_LABEL_LIQUIDATION_IN_PROGRESS,
+        [WITHDRAWAL_STATUS_COMPLETED]: WITHDRAWAL_STATUS_LABEL_COMPLETED,
+        [WITHDRAWAL_STATUS_CANCELLED]: WITHDRAWAL_STATUS_LABEL_CANCELLED,
+        [WITHDRAWAL_STATUS_FAILED]: WITHDRAWAL_STATUS_LABEL_FAILED,
+    };
+    return statusLabels[status] || status;
+};
+/**
+ * Get the display label for a withdrawal type
+ *
+ * @param type - The withdrawal type
+ * @returns The human-readable label
+ *
+ * @example
+ * getWithdrawalTypeLabel('full_cash'); // returns 'Full Cash'
+ * getWithdrawalTypeLabel('partial_cash'); // returns 'Partial Cash'
+ */
+export const getWithdrawalTypeLabel = (type) => {
+    const typeLabels = {
+        [WITHDRAWAL_TYPE_FULL_CASH]: WITHDRAWAL_TYPE_LABEL_FULL_CASH,
+        [WITHDRAWAL_TYPE_PARTIAL_CASH]: WITHDRAWAL_TYPE_LABEL_PARTIAL_CASH,
+    };
+    return typeLabels[type] || type;
+};
+/**
+ * Get the display label for a withdrawal reason
+ *
+ * @param reason - The withdrawal reason (optional)
+ * @returns The human-readable label
+ *
+ * @example
+ * getReasonLabel('investment_strategy'); // returns 'Investment Strategy'
+ * getReasonLabel(null); // returns 'Not specified'
+ */
+export const getReasonLabel = (reason) => {
+    if (!reason)
+        return 'Not specified';
+    const reasonLabels = {
+        [WITHDRAWAL_REASON_INVESTMENT_STRATEGY]: WITHDRAWAL_REASON_LABEL_INVESTMENT_STRATEGY,
+        [WITHDRAWAL_REASON_PERSONAL_EXPENSES]: WITHDRAWAL_REASON_LABEL_PERSONAL_EXPENSES,
+        [WITHDRAWAL_REASON_EMERGENCY]: WITHDRAWAL_REASON_LABEL_EMERGENCY,
+        [WITHDRAWAL_REASON_OTHER]: WITHDRAWAL_REASON_LABEL_OTHER,
+    };
+    return reasonLabels[reason] || reason;
+};
+/**
+ * Get the color class for a liquidation status
+ *
+ * @param status - The liquidation status
+ * @returns The corresponding color class string
+ *
+ * @example
+ * getLiquidationStatusColor('pending'); // returns 'text-warning-600'
+ * getLiquidationStatusColor('settled'); // returns 'text-success-600'
+ */
+export const getLiquidationStatusColor = (status) => {
+    const statusColors = {
+        [LIQUIDATION_STATUS_PENDING]: 'text-warning-600',
+        [LIQUIDATION_STATUS_TRADES_CREATED]: 'text-primary-600',
+        [LIQUIDATION_STATUS_EXECUTED]: 'text-accent-secondary',
+        [LIQUIDATION_STATUS_SETTLED]: 'text-success-600',
+        [LIQUIDATION_STATUS_FAILED]: 'text-error-600',
+    };
+    return statusColors[status] || 'text-content-muted';
+};
+/**
+ * Get the display label for a liquidation status
+ *
+ * @param status - The liquidation status
+ * @returns The human-readable label
+ *
+ * @example
+ * getLiquidationStatusLabel('trades_created'); // returns 'Trades Created'
+ * getLiquidationStatusLabel('executed'); // returns 'Executed'
+ */
+export const getLiquidationStatusLabel = (status) => {
+    const statusLabels = {
+        [LIQUIDATION_STATUS_PENDING]: LIQUIDATION_STATUS_LABEL_PENDING,
+        [LIQUIDATION_STATUS_TRADES_CREATED]: LIQUIDATION_STATUS_LABEL_TRADES_CREATED,
+        [LIQUIDATION_STATUS_EXECUTED]: LIQUIDATION_STATUS_LABEL_EXECUTED,
+        [LIQUIDATION_STATUS_SETTLED]: LIQUIDATION_STATUS_LABEL_SETTLED,
+        [LIQUIDATION_STATUS_FAILED]: LIQUIDATION_STATUS_LABEL_FAILED,
+    };
+    return statusLabels[status] || status;
+};

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@cranberry-money/shared-utils",
-  "version": "8.4.0",
+  "version": "8.6.0",
   "description": "Shared utility functions for MyPortfolio platform",
   "type": "module",
   "main": "dist/index.js",