@cranberry-money/shared-utils 8.7.0 → 8.9.0

package/dist/document.d.ts

@@ -0,0 +1,38 @@
+/**
+ * Generate filename for document downloads
+ *
+ * @param documentType - Type of the document
+ * @param documentUuid - UUID of the document
+ * @returns Timestamped filename with .pdf extension
+ *
+ * @example
+ * generateDocumentFilename('agreement', '123-456-789');
+ * // returns 'agreement-123-456-789-2024-03-15-10-30-45.pdf'
+ */
+export declare const generateDocumentFilename: (documentType: string, documentUuid: string) => string;
+/**
+ * Format document type for display
+ *
+ * @param documentType - Document type to format
+ * @returns Human-readable document type label
+ *
+ * @example
+ * formatDocumentType('mda'); // returns 'Management Discussion & Analysis'
+ * formatDocumentType('soa'); // returns 'Statement of Account'
+ * formatDocumentType('agreement'); // returns 'Agreement'
+ * formatDocumentType('custom'); // returns 'Custom' (capitalized)
+ */
+export declare const formatDocumentType: (documentType: string) => string;
+/**
+ * Format document status for display
+ *
+ * @param status - Status to format
+ * @returns Formatted status string
+ *
+ * @example
+ * formatDocumentStatus('pending_review'); // returns 'Pending Review'
+ * formatDocumentStatus('active'); // returns 'Active'
+ * formatDocumentStatus('archived'); // returns 'Archived'
+ */
+export declare const formatDocumentStatus: (status: string) => string;
+//# sourceMappingURL=document.d.ts.map

package/dist/document.d.ts.map

@@ -0,0 +1 @@
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package/dist/document.js

@@ -0,0 +1,56 @@
+import { generateTimestampedFilename } from './downloads';
+import { formatStatus } from './formatting';
+import { DOCUMENT_TYPE_MDA, DOCUMENT_TYPE_SOA, DOCUMENT_TYPE_AGREEMENT, DOCUMENT_TYPE_LABELS, } from '@cranberry-money/shared-constants';
+/**
+ * Generate filename for document downloads
+ *
+ * @param documentType - Type of the document
+ * @param documentUuid - UUID of the document
+ * @returns Timestamped filename with .pdf extension
+ *
+ * @example
+ * generateDocumentFilename('agreement', '123-456-789');
+ * // returns 'agreement-123-456-789-2024-03-15-10-30-45.pdf'
+ */
+export const generateDocumentFilename = (documentType, documentUuid) => {
+    return generateTimestampedFilename(`${documentType}-${documentUuid}`, 'pdf');
+};
+/**
+ * Format document type for display
+ *
+ * @param documentType - Document type to format
+ * @returns Human-readable document type label
+ *
+ * @example
+ * formatDocumentType('mda'); // returns 'Management Discussion & Analysis'
+ * formatDocumentType('soa'); // returns 'Statement of Account'
+ * formatDocumentType('agreement'); // returns 'Agreement'
+ * formatDocumentType('custom'); // returns 'Custom' (capitalized)
+ */
+export const formatDocumentType = (documentType) => {
+    const lowerType = documentType.toLowerCase();
+    if (lowerType === DOCUMENT_TYPE_MDA && DOCUMENT_TYPE_LABELS[DOCUMENT_TYPE_MDA]) {
+        return DOCUMENT_TYPE_LABELS[DOCUMENT_TYPE_MDA];
+    }
+    if (lowerType === DOCUMENT_TYPE_SOA && DOCUMENT_TYPE_LABELS[DOCUMENT_TYPE_SOA]) {
+        return DOCUMENT_TYPE_LABELS[DOCUMENT_TYPE_SOA];
+    }
+    if (lowerType === DOCUMENT_TYPE_AGREEMENT && DOCUMENT_TYPE_LABELS[DOCUMENT_TYPE_AGREEMENT]) {
+        return DOCUMENT_TYPE_LABELS[DOCUMENT_TYPE_AGREEMENT];
+    }
+    return documentType.charAt(0).toUpperCase() + documentType.slice(1);
+};
+/**
+ * Format document status for display
+ *
+ * @param status - Status to format
+ * @returns Formatted status string
+ *
+ * @example
+ * formatDocumentStatus('pending_review'); // returns 'Pending Review'
+ * formatDocumentStatus('active'); // returns 'Active'
+ * formatDocumentStatus('archived'); // returns 'Archived'
+ */
+export const formatDocumentStatus = (status) => {
+    return formatStatus(status);
+};

package/dist/index.d.ts

@@ -26,4 +26,6 @@ export { isValidTemplateSelection, validatePortfolioSelection, type PortfolioSel
 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';
+export { generateDocumentFilename, formatDocumentType, formatDocumentStatus, } from './document';
 //# sourceMappingURL=index.d.ts.map

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":"AAAA;;;;;GAKG;AAGH,OAAO,EAAE,YAAY,EAAE,MAAM,QAAQ,CAAC;AAGtC,OAAO,EAAE,UAAU,EAAE,eAAe,EAAE,UAAU,EAAE,cAAc,EAAE,MAAM,QAAQ,CAAC;AAGjF,OAAO,EACL,8BAA8B,EAC9B,qCAAqC,EACrC,cAAc,EACd,kBAAkB,EAClB,sBAAsB,EACtB,qBAAqB,EACrB,YAAY,GACb,MAAM,YAAY,CAAC;AAGpB,OAAO,EAAE,WAAW,EAAE,cAAc,EAAE,WAAW,EAAE,MAAM,SAAS,CAAC;AAGnE,OAAO,EACL,mBAAmB,EACnB,wBAAwB,EACxB,yBAAyB,EACzB,yBAAyB,GAC1B,MAAM,gBAAgB,CAAC;AAGxB,OAAO,EAAE,oBAAoB,EAAE,mBAAmB,EAAE,mBAAmB,EAAE,iBAAiB,EAAE,MAAM,aAAa,CAAC;AAGhH,OAAO,EACL,sBAAsB,EACtB,sBAAsB,EACtB,oBAAoB,EACpB,4BAA4B,EAC5B,sBAAsB,GACvB,MAAM,cAAc,CAAC;AAGtB,OAAO,EACL,aAAa,EACb,gBAAgB,EAChB,kBAAkB,EAClB,uBAAuB,EACvB,yBAAyB,EACzB,YAAY,EACZ,YAAY,EACZ,YAAY,EACZ,mBAAmB,EACnB,QAAQ,EACR,wBAAwB,EACxB,kBAAkB,EAClB,kBAAkB,EAClB,UAAU,EACV,WAAW,EACX,mBAAmB,EACnB,cAAc,EACd,cAAc,EACd,SAAS,EACT,gBAAgB,EAChB,mBAAmB,EACnB,eAAe,EACf,kBAAkB,EAClB,iBAAiB,EACjB,uBAAuB,EACvB,mBAAmB,EACnB,UAAU,EAEV,qBAAqB,EACrB,qBAAqB,EACrB,eAAe,EACf,iBAAiB,GAClB,MAAM,cAAc,CAAC;AAGtB,OAAO,EACL,gBAAgB,EAChB,kBAAkB,EAClB,eAAe,EACf,aAAa,EACb,aAAa,EACb,kBAAkB,EAClB,YAAY,EACZ,eAAe,EACf,qBAAqB,EAErB,0BAA0B,EAC1B,4BAA4B,EAC5B,qBAAqB,EACrB,uBAAuB,EACvB,2BAA2B,EAC3B,6BAA6B,EAC7B,2BAA2B,EAC3B,6BAA6B,GAC9B,MAAM,WAAW,CAAC;AAGnB,OAAO,EACL,cAAc,EACd,mBAAmB,EACnB,kBAAkB,EAClB,qBAAqB,EACrB,eAAe,EACf,gBAAgB,EAChB,sBAAsB,EACtB,wBAAwB,GACzB,MAAM,QAAQ,CAAC;AAGhB,OAAO,EACL,qBAAqB,EACrB,iBAAiB,EACjB,iBAAiB,EACjB,oBAAoB,EACpB,oBAAoB,EACpB,iBAAiB,EACjB,qBAAqB,EACrB,eAAe,EACf,YAAY,EACZ,aAAa,GACd,MAAM,eAAe,CAAC;AAGvB,OAAO,EACL,iBAAiB,EACjB,kBAAkB,EAClB,oBAAoB,EACpB,WAAW,EACX,iBAAiB,EACjB,mBAAmB,EACnB,kBAAkB,EAClB,YAAY,EACZ,qBAAqB,EACrB,iBAAiB,GAClB,MAAM,eAAe,CAAC;AAGvB,OAAO,EACL,YAAY,EACZ,gBAAgB,EAChB,gBAAgB,EAChB,2BAA2B,EAC3B,eAAe,EACf,eAAe,GAChB,MAAM,aAAa,CAAC;AAGrB,OAAO,EACL,qBAAqB,EACrB,YAAY,EACZ,eAAe,EACf,eAAe,EACf,WAAW,EACX,YAAY,GACb,MAAM,cAAc,CAAC;AAGtB,OAAO,EACL,wBAAwB,EACxB,iBAAiB,EACjB,kBAAkB,EAClB,oBAAoB,EACpB,eAAe,EACf,WAAW,GACZ,MAAM,WAAW,CAAC;AAGnB,OAAO,EAAE,mBAAmB,EAAE,MAAM,eAAe,CAAC;AAGpD,OAAO,EACL,uBAAuB,EACvB,2BAA2B,EAC3B,yBAAyB,EACzB,2BAA2B,EAC3B,YAAY,GACb,MAAM,YAAY,CAAC;AAGpB,OAAO,EACL,qBAAqB,EACrB,eAAe,EACf,gBAAgB,EAChB,uBAAuB,EACvB,KAAK,qBAAqB,GAC3B,MAAM,aAAa,CAAC;AAGrB,OAAO,EACL,wBAAwB,EACxB,0BAA0B,EAC1B,KAAK,4BAA4B,EACjC,KAAK,uBAAuB,GAC7B,MAAM,wBAAwB,CAAC;AAGhC,OAAO,EACL,cAAc,EACd,cAAc,EACd,sBAAsB,EACtB,cAAc,EACd,yBAAyB,EACzB,yBAAyB,EACzB,KAAK,gBAAgB,EACrB,KAAK,cAAc,EACnB,KAAK,gBAAgB,EACrB,KAAK,iBAAiB,GACvB,MAAM,qBAAqB,CAAC;AAG7B,OAAO,EACL,uBAAuB,EACvB,6BAA6B,EAC7B,wBAAwB,EACxB,4BAA4B,EAC5B,KAAK,gBAAgB,GACtB,MAAM,iBAAiB,CAAC;AAGzB,OAAO,EACL,yBAAyB,EACzB,uBAAuB,EACvB,uBAAuB,EACvB,mBAAmB,EACnB,wBAAwB,EACxB,KAAK,WAAW,EAChB,KAAK,iBAAiB,EACtB,KAAK,aAAa,GACnB,MAAM,kBAAkB,CAAC;AAG1B,OAAO,EACL,iBAAiB,EACjB,mBAAmB,EACnB,gBAAgB,EAChB,cAAc,EACd,0BAA0B,EAC1B,YAAY,EACZ,wBAAwB,EACxB,KAAK,UAAU,GAChB,MAAM,UAAU,CAAC;AAGlB,OAAO,EACL,wBAAwB,EACxB,kBAAkB,EAClB,oBAAoB,GACrB,MAAM,YAAY,CAAC"}

package/dist/index.js

@@ -52,3 +52,7 @@ export { getStatusColor, getStatusLabel, getWithdrawalTypeLabel, getReasonLabel,
 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';
+// Document utilities
+export { generateDocumentFilename, formatDocumentType, formatDocumentStatus, } from './document';

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

@@ -0,0 +1 @@
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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/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@cranberry-money/shared-utils",
-  "version": "8.7.0",
+  "version": "8.9.0",
   "description": "Shared utility functions for MyPortfolio platform",
   "type": "module",
   "main": "dist/index.js",