@cranberry-money/shared-utils 8.6.0 → 8.8.0

package/dist/index.d.ts

@@ -25,4 +25,6 @@ export { processAllocationData, calculateTotals, formatPercentage, formatDashboa
 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';
+export { sortSectorsByName, filterSectorsByName, findSectorByName, getSectorNames, groupSectorsAlphabetically, sectorExists, findSectorsByPartialName, type BaseSector, } from './sector';
 //# sourceMappingURL=index.d.ts.map

package/dist/index.d.ts.map

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

@@ -50,3 +50,7 @@ export { isValidTemplateSelection, validatePortfolioSelection, } from './portfol
 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';
+// Sector utilities
+export { sortSectorsByName, filterSectorsByName, findSectorByName, getSectorNames, groupSectorsAlphabetically, sectorExists, findSectorsByPartialName, } from './sector';

package/dist/sector.d.ts

@@ -0,0 +1,124 @@
+export interface BaseSector {
+    readonly uuid: string;
+    readonly name: string;
+}
+export type { SortDirection } from './stock-exchange';
+/**
+ * Sort sectors by name
+ *
+ * @param sectors - List of sectors
+ * @param direction - Sort direction ('asc' or 'desc')
+ * @returns New sorted array of sectors
+ *
+ * @example
+ * const sectors = [
+ *   { uuid: '1', name: 'Technology' },
+ *   { uuid: '2', name: 'Healthcare' }
+ * ];
+ * sortSectorsByName(sectors); // returns [Healthcare, Technology]
+ * sortSectorsByName(sectors, 'desc'); // returns [Technology, Healthcare]
+ */
+export declare const sortSectorsByName: <T extends BaseSector>(sectors: readonly T[], direction?: "asc" | "desc") => T[];
+/**
+ * Filter sectors by name (case-insensitive search)
+ *
+ * @param sectors - List of sectors
+ * @param searchTerm - Search term to filter by
+ * @returns Filtered array of sectors
+ *
+ * @example
+ * const sectors = [
+ *   { uuid: '1', name: 'Technology' },
+ *   { uuid: '2', name: 'Healthcare' },
+ *   { uuid: '3', name: 'Financial Services' }
+ * ];
+ * filterSectorsByName(sectors, 'tech'); // returns [Technology]
+ * filterSectorsByName(sectors, 'care'); // returns [Healthcare]
+ */
+export declare const filterSectorsByName: <T extends BaseSector>(sectors: readonly T[], searchTerm: string) => T[];
+/**
+ * Find sector by exact name match
+ *
+ * @param sectors - List of sectors
+ * @param name - Exact name to search for
+ * @returns The sector if found, undefined otherwise
+ *
+ * @example
+ * const sectors = [
+ *   { uuid: '1', name: 'Technology' },
+ *   { uuid: '2', name: 'Healthcare' }
+ * ];
+ * findSectorByName(sectors, 'Technology'); // returns Technology sector
+ * findSectorByName(sectors, 'Tech'); // returns undefined
+ */
+export declare const findSectorByName: <T extends BaseSector>(sectors: readonly T[], name: string) => T | undefined;
+/**
+ * Get sorted list of sector names
+ *
+ * @param sectors - List of sectors
+ * @returns Sorted array of sector names
+ *
+ * @example
+ * const sectors = [
+ *   { uuid: '1', name: 'Technology' },
+ *   { uuid: '2', name: 'Healthcare' },
+ *   { uuid: '3', name: 'Energy' }
+ * ];
+ * getSectorNames(sectors); // returns ['Energy', 'Healthcare', 'Technology']
+ */
+export declare const getSectorNames: <T extends BaseSector>(sectors: readonly T[]) => string[];
+/**
+ * Group sectors alphabetically by first letter
+ *
+ * @param sectors - List of sectors
+ * @returns Object with first letters as keys and sectors as values
+ *
+ * @example
+ * const sectors = [
+ *   { uuid: '1', name: 'Technology' },
+ *   { uuid: '2', name: 'Healthcare' },
+ *   { uuid: '3', name: 'Energy' },
+ *   { uuid: '4', name: 'Telecommunications' }
+ * ];
+ * groupSectorsAlphabetically(sectors);
+ * // returns {
+ * //   'E': [Energy],
+ * //   'H': [Healthcare],
+ * //   'T': [Technology, Telecommunications]
+ * // }
+ */
+export declare const groupSectorsAlphabetically: <T extends BaseSector>(sectors: readonly T[]) => Record<string, T[]>;
+/**
+ * Check if a sector name exists in the list
+ *
+ * @param sectors - List of sectors
+ * @param sectorName - Name to check for existence
+ * @returns True if sector exists, false otherwise
+ *
+ * @example
+ * const sectors = [
+ *   { uuid: '1', name: 'Technology' },
+ *   { uuid: '2', name: 'Healthcare' }
+ * ];
+ * sectorExists(sectors, 'Technology'); // returns true
+ * sectorExists(sectors, 'Manufacturing'); // returns false
+ */
+export declare const sectorExists: <T extends BaseSector>(sectors: readonly T[], sectorName: string) => boolean;
+/**
+ * Get sectors by partial name match (fuzzy search)
+ *
+ * @param sectors - List of sectors
+ * @param partialName - Partial name to search for
+ * @returns Array of matching sectors
+ *
+ * @example
+ * const sectors = [
+ *   { uuid: '1', name: 'Technology' },
+ *   { uuid: '2', name: 'Biotechnology' },
+ *   { uuid: '3', name: 'Healthcare Technology' }
+ * ];
+ * findSectorsByPartialName(sectors, 'tech');
+ * // returns [Technology, Biotechnology, Healthcare Technology]
+ */
+export declare const findSectorsByPartialName: <T extends BaseSector>(sectors: readonly T[], partialName: string) => T[];
+//# sourceMappingURL=sector.d.ts.map

package/dist/sector.d.ts.map

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package/dist/sector.js

@@ -0,0 +1,134 @@
+import { sortByStringField, filterByTextSearch, findByStringField, extractAndSortField, groupByFirstLetter, } from './collections';
+/**
+ * Sort sectors by name
+ *
+ * @param sectors - List of sectors
+ * @param direction - Sort direction ('asc' or 'desc')
+ * @returns New sorted array of sectors
+ *
+ * @example
+ * const sectors = [
+ *   { uuid: '1', name: 'Technology' },
+ *   { uuid: '2', name: 'Healthcare' }
+ * ];
+ * sortSectorsByName(sectors); // returns [Healthcare, Technology]
+ * sortSectorsByName(sectors, 'desc'); // returns [Technology, Healthcare]
+ */
+export const sortSectorsByName = (sectors, direction = 'asc') => {
+    const sorted = sortByStringField([...sectors], 'name');
+    return direction === 'asc' ? sorted : sorted.reverse();
+};
+/**
+ * Filter sectors by name (case-insensitive search)
+ *
+ * @param sectors - List of sectors
+ * @param searchTerm - Search term to filter by
+ * @returns Filtered array of sectors
+ *
+ * @example
+ * const sectors = [
+ *   { uuid: '1', name: 'Technology' },
+ *   { uuid: '2', name: 'Healthcare' },
+ *   { uuid: '3', name: 'Financial Services' }
+ * ];
+ * filterSectorsByName(sectors, 'tech'); // returns [Technology]
+ * filterSectorsByName(sectors, 'care'); // returns [Healthcare]
+ */
+export const filterSectorsByName = (sectors, searchTerm) => {
+    return filterByTextSearch([...sectors], 'name', searchTerm);
+};
+/**
+ * Find sector by exact name match
+ *
+ * @param sectors - List of sectors
+ * @param name - Exact name to search for
+ * @returns The sector if found, undefined otherwise
+ *
+ * @example
+ * const sectors = [
+ *   { uuid: '1', name: 'Technology' },
+ *   { uuid: '2', name: 'Healthcare' }
+ * ];
+ * findSectorByName(sectors, 'Technology'); // returns Technology sector
+ * findSectorByName(sectors, 'Tech'); // returns undefined
+ */
+export const findSectorByName = (sectors, name) => {
+    return findByStringField([...sectors], 'name', name);
+};
+/**
+ * Get sorted list of sector names
+ *
+ * @param sectors - List of sectors
+ * @returns Sorted array of sector names
+ *
+ * @example
+ * const sectors = [
+ *   { uuid: '1', name: 'Technology' },
+ *   { uuid: '2', name: 'Healthcare' },
+ *   { uuid: '3', name: 'Energy' }
+ * ];
+ * getSectorNames(sectors); // returns ['Energy', 'Healthcare', 'Technology']
+ */
+export const getSectorNames = (sectors) => {
+    return extractAndSortField([...sectors], 'name');
+};
+/**
+ * Group sectors alphabetically by first letter
+ *
+ * @param sectors - List of sectors
+ * @returns Object with first letters as keys and sectors as values
+ *
+ * @example
+ * const sectors = [
+ *   { uuid: '1', name: 'Technology' },
+ *   { uuid: '2', name: 'Healthcare' },
+ *   { uuid: '3', name: 'Energy' },
+ *   { uuid: '4', name: 'Telecommunications' }
+ * ];
+ * groupSectorsAlphabetically(sectors);
+ * // returns {
+ * //   'E': [Energy],
+ * //   'H': [Healthcare],
+ * //   'T': [Technology, Telecommunications]
+ * // }
+ */
+export const groupSectorsAlphabetically = (sectors) => {
+    return groupByFirstLetter([...sectors], 'name');
+};
+/**
+ * Check if a sector name exists in the list
+ *
+ * @param sectors - List of sectors
+ * @param sectorName - Name to check for existence
+ * @returns True if sector exists, false otherwise
+ *
+ * @example
+ * const sectors = [
+ *   { uuid: '1', name: 'Technology' },
+ *   { uuid: '2', name: 'Healthcare' }
+ * ];
+ * sectorExists(sectors, 'Technology'); // returns true
+ * sectorExists(sectors, 'Manufacturing'); // returns false
+ */
+export const sectorExists = (sectors, sectorName) => {
+    return findByStringField([...sectors], 'name', sectorName) !== undefined;
+};
+/**
+ * Get sectors by partial name match (fuzzy search)
+ *
+ * @param sectors - List of sectors
+ * @param partialName - Partial name to search for
+ * @returns Array of matching sectors
+ *
+ * @example
+ * const sectors = [
+ *   { uuid: '1', name: 'Technology' },
+ *   { uuid: '2', name: 'Biotechnology' },
+ *   { uuid: '3', name: 'Healthcare Technology' }
+ * ];
+ * findSectorsByPartialName(sectors, 'tech');
+ * // returns [Technology, Biotechnology, Healthcare Technology]
+ */
+export const findSectorsByPartialName = (sectors, partialName) => {
+    return filterByTextSearch([...sectors], 'name', partialName);
+};

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/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@cranberry-money/shared-utils",
-  "version": "8.6.0",
+  "version": "8.8.0",
   "description": "Shared utility functions for MyPortfolio platform",
   "type": "module",
   "main": "dist/index.js",