@cranberry-money/shared-utils 8.5.0 → 8.7.0

package/dist/index.d.ts

@@ -24,4 +24,6 @@ export { calculatePortfolioValue, calculateHoldingAllocations, groupHoldingsByIn
 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';
 //# sourceMappingURL=index.d.ts.map

package/dist/index.d.ts.map

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

@@ -48,3 +48,7 @@ export { processAllocationData, calculateTotals, formatPercentage, formatDashboa
 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';

package/dist/stock-exchange.d.ts

@@ -0,0 +1,89 @@
+export interface BaseCountry {
+    readonly uuid: string;
+    readonly code: string;
+    readonly name?: string;
+}
+export interface BaseStockExchange {
+    readonly uuid: string;
+    readonly name: string;
+    readonly shortName: string;
+    readonly country?: BaseCountry | null;
+}
+export type SortDirection = 'asc' | 'desc';
+/**
+ * Extract unique countries from stock exchanges
+ *
+ * @param exchanges - List of stock exchanges
+ * @returns Array of unique countries
+ *
+ * @example
+ * const exchanges = [
+ *   { uuid: '1', name: 'NYSE', shortName: 'NYSE', country: { uuid: 'us', code: 'US' } },
+ *   { uuid: '2', name: 'NASDAQ', shortName: 'NASDAQ', country: { uuid: 'us', code: 'US' } },
+ *   { uuid: '3', name: 'TSX', shortName: 'TSX', country: { uuid: 'ca', code: 'CA' } }
+ * ];
+ * getCountriesFromExchanges(exchanges); // returns [{ uuid: 'us', code: 'US' }, { uuid: 'ca', code: 'CA' }]
+ */
+export declare const getCountriesFromExchanges: <T extends BaseStockExchange>(exchanges: readonly T[]) => BaseCountry[];
+/**
+ * Group stock exchanges by country code
+ *
+ * @param exchanges - List of stock exchanges
+ * @returns Object with country codes as keys and exchanges as values
+ *
+ * @example
+ * const exchanges = [
+ *   { uuid: '1', name: 'NYSE', shortName: 'NYSE', country: { uuid: 'us', code: 'US' } },
+ *   { uuid: '2', name: 'TSX', shortName: 'TSX', country: { uuid: 'ca', code: 'CA' } }
+ * ];
+ * groupExchangesByCountry(exchanges);
+ * // returns { 'US': [NYSE exchange], 'CA': [TSX exchange], 'Unknown': [] }
+ */
+export declare const groupExchangesByCountry: <T extends BaseStockExchange>(exchanges: readonly T[]) => Record<string, T[]>;
+/**
+ * Find stock exchange by short name
+ *
+ * @param exchanges - List of stock exchanges
+ * @param shortName - Short name to search for
+ * @returns The exchange if found, undefined otherwise
+ *
+ * @example
+ * const exchanges = [
+ *   { uuid: '1', name: 'New York Stock Exchange', shortName: 'NYSE' },
+ *   { uuid: '2', name: 'NASDAQ', shortName: 'NASDAQ' }
+ * ];
+ * findExchangeByShortName(exchanges, 'NYSE'); // returns NYSE exchange
+ */
+export declare const findExchangeByShortName: <T extends BaseStockExchange>(exchanges: readonly T[], shortName: string) => T | undefined;
+/**
+ * Sort stock exchanges by name
+ *
+ * @param exchanges - List of stock exchanges
+ * @param direction - Sort direction ('asc' or 'desc')
+ * @returns New sorted array of exchanges
+ *
+ * @example
+ * const exchanges = [
+ *   { uuid: '2', name: 'NASDAQ', shortName: 'NASDAQ' },
+ *   { uuid: '1', name: 'NYSE', shortName: 'NYSE' }
+ * ];
+ * sortExchangesByName(exchanges); // returns [NASDAQ, NYSE] (alphabetical)
+ * sortExchangesByName(exchanges, 'desc'); // returns [NYSE, NASDAQ] (reverse)
+ */
+export declare const sortExchangesByName: <T extends BaseStockExchange>(exchanges: readonly T[], direction?: SortDirection) => T[];
+/**
+ * Filter stock exchanges by country code
+ *
+ * @param exchanges - List of stock exchanges
+ * @param countryCode - Country code to filter by
+ * @returns Array of exchanges in the specified country
+ *
+ * @example
+ * const exchanges = [
+ *   { uuid: '1', name: 'NYSE', shortName: 'NYSE', country: { uuid: 'us', code: 'US' } },
+ *   { uuid: '2', name: 'TSX', shortName: 'TSX', country: { uuid: 'ca', code: 'CA' } }
+ * ];
+ * filterExchangesByCountry(exchanges, 'US'); // returns [NYSE exchange]
+ */
+export declare const filterExchangesByCountry: <T extends BaseStockExchange>(exchanges: readonly T[], countryCode: string) => T[];
+//# sourceMappingURL=stock-exchange.d.ts.map

package/dist/stock-exchange.d.ts.map

@@ -0,0 +1 @@
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package/dist/stock-exchange.js

@@ -0,0 +1,101 @@
+import { sortByStringField, findByStringField } from './collections';
+/**
+ * Extract unique countries from stock exchanges
+ *
+ * @param exchanges - List of stock exchanges
+ * @returns Array of unique countries
+ *
+ * @example
+ * const exchanges = [
+ *   { uuid: '1', name: 'NYSE', shortName: 'NYSE', country: { uuid: 'us', code: 'US' } },
+ *   { uuid: '2', name: 'NASDAQ', shortName: 'NASDAQ', country: { uuid: 'us', code: 'US' } },
+ *   { uuid: '3', name: 'TSX', shortName: 'TSX', country: { uuid: 'ca', code: 'CA' } }
+ * ];
+ * getCountriesFromExchanges(exchanges); // returns [{ uuid: 'us', code: 'US' }, { uuid: 'ca', code: 'CA' }]
+ */
+export const getCountriesFromExchanges = (exchanges) => {
+    const countriesMap = new Map();
+    exchanges.forEach((exchange) => {
+        if (exchange.country) {
+            countriesMap.set(exchange.country.uuid, exchange.country);
+        }
+    });
+    return Array.from(countriesMap.values());
+};
+/**
+ * Group stock exchanges by country code
+ *
+ * @param exchanges - List of stock exchanges
+ * @returns Object with country codes as keys and exchanges as values
+ *
+ * @example
+ * const exchanges = [
+ *   { uuid: '1', name: 'NYSE', shortName: 'NYSE', country: { uuid: 'us', code: 'US' } },
+ *   { uuid: '2', name: 'TSX', shortName: 'TSX', country: { uuid: 'ca', code: 'CA' } }
+ * ];
+ * groupExchangesByCountry(exchanges);
+ * // returns { 'US': [NYSE exchange], 'CA': [TSX exchange], 'Unknown': [] }
+ */
+export const groupExchangesByCountry = (exchanges) => {
+    return exchanges.reduce((groups, exchange) => {
+        const countryCode = exchange.country?.code || 'Unknown';
+        if (!groups[countryCode]) {
+            groups[countryCode] = [];
+        }
+        groups[countryCode].push(exchange);
+        return groups;
+    }, {});
+};
+/**
+ * Find stock exchange by short name
+ *
+ * @param exchanges - List of stock exchanges
+ * @param shortName - Short name to search for
+ * @returns The exchange if found, undefined otherwise
+ *
+ * @example
+ * const exchanges = [
+ *   { uuid: '1', name: 'New York Stock Exchange', shortName: 'NYSE' },
+ *   { uuid: '2', name: 'NASDAQ', shortName: 'NASDAQ' }
+ * ];
+ * findExchangeByShortName(exchanges, 'NYSE'); // returns NYSE exchange
+ */
+export const findExchangeByShortName = (exchanges, shortName) => {
+    return findByStringField([...exchanges], 'shortName', shortName);
+};
+/**
+ * Sort stock exchanges by name
+ *
+ * @param exchanges - List of stock exchanges
+ * @param direction - Sort direction ('asc' or 'desc')
+ * @returns New sorted array of exchanges
+ *
+ * @example
+ * const exchanges = [
+ *   { uuid: '2', name: 'NASDAQ', shortName: 'NASDAQ' },
+ *   { uuid: '1', name: 'NYSE', shortName: 'NYSE' }
+ * ];
+ * sortExchangesByName(exchanges); // returns [NASDAQ, NYSE] (alphabetical)
+ * sortExchangesByName(exchanges, 'desc'); // returns [NYSE, NASDAQ] (reverse)
+ */
+export const sortExchangesByName = (exchanges, direction = 'asc') => {
+    const sorted = sortByStringField([...exchanges], 'name');
+    return direction === 'asc' ? sorted : sorted.reverse();
+};
+/**
+ * Filter stock exchanges by country code
+ *
+ * @param exchanges - List of stock exchanges
+ * @param countryCode - Country code to filter by
+ * @returns Array of exchanges in the specified country
+ *
+ * @example
+ * const exchanges = [
+ *   { uuid: '1', name: 'NYSE', shortName: 'NYSE', country: { uuid: 'us', code: 'US' } },
+ *   { uuid: '2', name: 'TSX', shortName: 'TSX', country: { uuid: 'ca', code: 'CA' } }
+ * ];
+ * filterExchangesByCountry(exchanges, 'US'); // returns [NYSE exchange]
+ */
+export const filterExchangesByCountry = (exchanges, countryCode) => {
+    return exchanges.filter((exchange) => exchange.country?.code === countryCode);
+};

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/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@cranberry-money/shared-utils",
-  "version": "8.5.0",
+  "version": "8.7.0",
   "description": "Shared utility functions for MyPortfolio platform",
   "type": "module",
   "main": "dist/index.js",