@cranberry-money/shared-utils 8.8.0 → 8.10.0

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 @@
+{"version":3,"file":"document.d.ts","sourceRoot":"","sources":["../src/document.ts"],"names":[],"mappings":"AASA;;;;;;;;;;GAUG;AACH,eAAO,MAAM,wBAAwB,GAAI,cAAc,MAAM,EAAE,cAAc,MAAM,KAAG,MAErF,CAAC;AAEF;;;;;;;;;;;GAWG;AACH,eAAO,MAAM,kBAAkB,GAAI,cAAc,MAAM,KAAG,MAgBzD,CAAC;AAEF;;;;;;;;;;GAUG;AACH,eAAO,MAAM,oBAAoB,GAAI,QAAQ,MAAM,KAAG,MAErD,CAAC"}

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

@@ -27,4 +27,6 @@ export { getStatusColor, getStatusLabel, getWithdrawalTypeLabel, getReasonLabel,
 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';
+export { sortIndustriesByName, filterIndustriesByName, filterIndustriesBySector, findIndustryByName, getIndustryNames, groupIndustriesBySector, groupIndustriesAlphabetically, getIndustriesWithoutSector, getIndustriesWithSector, countIndustriesBySector, isIndustryInSector, type BaseIndustry, } from './industry';
 //# sourceMappingURL=index.d.ts.map

package/dist/index.d.ts.map

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

@@ -54,3 +54,7 @@ export { findPrimaryTaxResidency, filterTaxResidenciesByCountry, hasTaxResidency
 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';
+// Industry utilities
+export { sortIndustriesByName, filterIndustriesByName, filterIndustriesBySector, findIndustryByName, getIndustryNames, groupIndustriesBySector, groupIndustriesAlphabetically, getIndustriesWithoutSector, getIndustriesWithSector, countIndustriesBySector, isIndustryInSector, } from './industry';

package/dist/industry.d.ts

@@ -0,0 +1,128 @@
+/**
+ * Base interface for industry objects
+ */
+export interface BaseIndustry {
+    readonly name: string;
+    readonly sector?: string;
+    readonly uuid: string;
+}
+/**
+ * Sort industries by name
+ *
+ * @param industries - Array of industries to sort
+ * @param direction - Sort direction ('asc' or 'desc')
+ * @returns Sorted array of industries
+ *
+ * @example
+ * const sorted = sortIndustriesByName(industries, 'asc');
+ */
+export declare const sortIndustriesByName: <T extends BaseIndustry>(industries: readonly T[], direction?: "asc" | "desc") => T[];
+/**
+ * Filter industries by name (case-insensitive search)
+ *
+ * @param industries - Array of industries to filter
+ * @param searchTerm - Search term to filter by
+ * @returns Filtered array of industries
+ *
+ * @example
+ * const filtered = filterIndustriesByName(industries, 'tech');
+ */
+export declare const filterIndustriesByName: <T extends BaseIndustry>(industries: readonly T[], searchTerm: string) => T[];
+/**
+ * Filter industries by sector
+ *
+ * @param industries - Array of industries to filter
+ * @param sectorUuid - UUID of the sector to filter by
+ * @returns Filtered array of industries
+ *
+ * @example
+ * const filtered = filterIndustriesBySector(industries, 'sector-123');
+ */
+export declare const filterIndustriesBySector: <T extends BaseIndustry>(industries: readonly T[], sectorUuid: string) => T[];
+/**
+ * Find industry by exact name match
+ *
+ * @param industries - Array of industries to search
+ * @param name - Exact name to find
+ * @returns Found industry or undefined
+ *
+ * @example
+ * const industry = findIndustryByName(industries, 'Technology');
+ */
+export declare const findIndustryByName: <T extends BaseIndustry>(industries: readonly T[], name: string) => T | undefined;
+/**
+ * Get sorted list of industry names
+ *
+ * @param industries - Array of industries
+ * @returns Sorted array of industry names
+ *
+ * @example
+ * const names = getIndustryNames(industries);
+ * // ['Automotive', 'Banking', 'Technology', ...]
+ */
+export declare const getIndustryNames: <T extends BaseIndustry>(industries: readonly T[]) => string[];
+/**
+ * Group industries by sector
+ *
+ * @param industries - Array of industries to group
+ * @returns Record of industries grouped by sector UUID
+ *
+ * @example
+ * const grouped = groupIndustriesBySector(industries);
+ * // { 'sector-123': [...], 'no-sector': [...] }
+ */
+export declare const groupIndustriesBySector: <T extends BaseIndustry>(industries: readonly T[]) => Record<string, T[]>;
+/**
+ * Group industries alphabetically by first letter
+ *
+ * @param industries - Array of industries to group
+ * @returns Record of industries grouped by first letter
+ *
+ * @example
+ * const grouped = groupIndustriesAlphabetically(industries);
+ * // { 'A': [...], 'B': [...], ... }
+ */
+export declare const groupIndustriesAlphabetically: <T extends BaseIndustry>(industries: readonly T[]) => Record<string, T[]>;
+/**
+ * Get industries that don't belong to any sector
+ *
+ * @param industries - Array of industries to filter
+ * @returns Array of industries without sector
+ *
+ * @example
+ * const orphaned = getIndustriesWithoutSector(industries);
+ */
+export declare const getIndustriesWithoutSector: <T extends BaseIndustry>(industries: readonly T[]) => T[];
+/**
+ * Get industries that belong to a sector
+ *
+ * @param industries - Array of industries to filter
+ * @returns Array of industries with sector
+ *
+ * @example
+ * const sectored = getIndustriesWithSector(industries);
+ */
+export declare const getIndustriesWithSector: <T extends BaseIndustry>(industries: readonly T[]) => T[];
+/**
+ * Count industries by sector
+ *
+ * @param industries - Array of industries to count
+ * @returns Record of sector UUIDs to industry counts
+ *
+ * @example
+ * const counts = countIndustriesBySector(industries);
+ * // { 'sector-123': 5, 'no-sector': 3 }
+ */
+export declare const countIndustriesBySector: <T extends BaseIndustry>(industries: readonly T[]) => Record<string, number>;
+/**
+ * Check if an industry belongs to a specific sector
+ *
+ * @param industry - Industry to check
+ * @param sectorUuid - UUID of the sector
+ * @returns True if industry belongs to sector
+ *
+ * @example
+ * const belongsToSector = isIndustryInSector(industry, 'sector-123');
+ */
+export declare const isIndustryInSector: <T extends BaseIndustry>(industry: T, sectorUuid: string) => boolean;
+//# sourceMappingURL=industry.d.ts.map

package/dist/industry.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"industry.d.ts","sourceRoot":"","sources":["../src/industry.ts"],"names":[],"mappings":"AASA;;GAEG;AACH,MAAM,WAAW,YAAY;IAC3B,QAAQ,CAAC,IAAI,EAAE,MAAM,CAAC;IACtB,QAAQ,CAAC,MAAM,CAAC,EAAE,MAAM,CAAC;IACzB,QAAQ,CAAC,IAAI,EAAE,MAAM,CAAC;CACvB;AAED;;;;;;;;;GASG;AACH,eAAO,MAAM,oBAAoB,GAAI,CAAC,SAAS,YAAY,EACzD,YAAY,SAAS,CAAC,EAAE,EACxB,YAAW,KAAK,GAAG,MAAc,KAChC,CAAC,EAGH,CAAC;AAEF;;;;;;;;;GASG;AACH,eAAO,MAAM,sBAAsB,GAAI,CAAC,SAAS,YAAY,EAC3D,YAAY,SAAS,CAAC,EAAE,EACxB,YAAY,MAAM,KACjB,CAAC,EAEH,CAAC;AAEF;;;;;;;;;GASG;AACH,eAAO,MAAM,wBAAwB,GAAI,CAAC,SAAS,YAAY,EAC7D,YAAY,SAAS,CAAC,EAAE,EACxB,YAAY,MAAM,KACjB,CAAC,EAEH,CAAC;AAEF;;;;;;;;;GASG;AACH,eAAO,MAAM,kBAAkB,GAAI,CAAC,SAAS,YAAY,EACvD,YAAY,SAAS,CAAC,EAAE,EACxB,MAAM,MAAM,KACX,CAAC,GAAG,SAEN,CAAC;AAEF;;;;;;;;;GASG;AACH,eAAO,MAAM,gBAAgB,GAAI,CAAC,SAAS,YAAY,EACrD,YAAY,SAAS,CAAC,EAAE,KACvB,MAAM,EAER,CAAC;AAEF;;;;;;;;;GASG;AACH,eAAO,MAAM,uBAAuB,GAAI,CAAC,SAAS,YAAY,EAC5D,YAAY,SAAS,CAAC,EAAE,KACvB,MAAM,CAAC,MAAM,EAAE,CAAC,EAAE,CAYpB,CAAC;AAEF;;;;;;;;;GASG;AACH,eAAO,MAAM,6BAA6B,GAAI,CAAC,SAAS,YAAY,EAClE,YAAY,SAAS,CAAC,EAAE,KACvB,MAAM,CAAC,MAAM,EAAE,CAAC,EAAE,CAEpB,CAAC;AAEF;;;;;;;;GAQG;AACH,eAAO,MAAM,0BAA0B,GAAI,CAAC,SAAS,YAAY,EAC/D,YAAY,SAAS,CAAC,EAAE,KACvB,CAAC,EAEH,CAAC;AAEF;;;;;;;;GAQG;AACH,eAAO,MAAM,uBAAuB,GAAI,CAAC,SAAS,YAAY,EAC5D,YAAY,SAAS,CAAC,EAAE,KACvB,CAAC,EAEH,CAAC;AAEF;;;;;;;;;GASG;AACH,eAAO,MAAM,uBAAuB,GAAI,CAAC,SAAS,YAAY,EAC5D,YAAY,SAAS,CAAC,EAAE,KACvB,MAAM,CAAC,MAAM,EAAE,MAAM,CAKvB,CAAC;AAEF;;;;;;;;;GASG;AACH,eAAO,MAAM,kBAAkB,GAAI,CAAC,SAAS,YAAY,EACvD,UAAU,CAAC,EACX,YAAY,MAAM,KACjB,OAEF,CAAC"}

package/dist/industry.js

@@ -0,0 +1,152 @@
+import { sortByStringField, filterByTextSearch, findByStringField, extractAndSortField, groupByFirstLetter, } from './collections';
+import { NO_SECTOR_KEY } from '@cranberry-money/shared-constants';
+/**
+ * Sort industries by name
+ *
+ * @param industries - Array of industries to sort
+ * @param direction - Sort direction ('asc' or 'desc')
+ * @returns Sorted array of industries
+ *
+ * @example
+ * const sorted = sortIndustriesByName(industries, 'asc');
+ */
+export const sortIndustriesByName = (industries, direction = 'asc') => {
+    const sorted = sortByStringField([...industries], 'name');
+    return direction === 'asc' ? sorted : sorted.reverse();
+};
+/**
+ * Filter industries by name (case-insensitive search)
+ *
+ * @param industries - Array of industries to filter
+ * @param searchTerm - Search term to filter by
+ * @returns Filtered array of industries
+ *
+ * @example
+ * const filtered = filterIndustriesByName(industries, 'tech');
+ */
+export const filterIndustriesByName = (industries, searchTerm) => {
+    return filterByTextSearch([...industries], 'name', searchTerm);
+};
+/**
+ * Filter industries by sector
+ *
+ * @param industries - Array of industries to filter
+ * @param sectorUuid - UUID of the sector to filter by
+ * @returns Filtered array of industries
+ *
+ * @example
+ * const filtered = filterIndustriesBySector(industries, 'sector-123');
+ */
+export const filterIndustriesBySector = (industries, sectorUuid) => {
+    return industries.filter((industry) => industry.sector === sectorUuid);
+};
+/**
+ * Find industry by exact name match
+ *
+ * @param industries - Array of industries to search
+ * @param name - Exact name to find
+ * @returns Found industry or undefined
+ *
+ * @example
+ * const industry = findIndustryByName(industries, 'Technology');
+ */
+export const findIndustryByName = (industries, name) => {
+    return findByStringField([...industries], 'name', name);
+};
+/**
+ * Get sorted list of industry names
+ *
+ * @param industries - Array of industries
+ * @returns Sorted array of industry names
+ *
+ * @example
+ * const names = getIndustryNames(industries);
+ * // ['Automotive', 'Banking', 'Technology', ...]
+ */
+export const getIndustryNames = (industries) => {
+    return extractAndSortField([...industries], 'name');
+};
+/**
+ * Group industries by sector
+ *
+ * @param industries - Array of industries to group
+ * @returns Record of industries grouped by sector UUID
+ *
+ * @example
+ * const grouped = groupIndustriesBySector(industries);
+ * // { 'sector-123': [...], 'no-sector': [...] }
+ */
+export const groupIndustriesBySector = (industries) => {
+    return industries.reduce((groups, industry) => {
+        const sectorKey = industry.sector || NO_SECTOR_KEY;
+        if (!groups[sectorKey]) {
+            groups[sectorKey] = [];
+        }
+        groups[sectorKey].push(industry);
+        return groups;
+    }, {});
+};
+/**
+ * Group industries alphabetically by first letter
+ *
+ * @param industries - Array of industries to group
+ * @returns Record of industries grouped by first letter
+ *
+ * @example
+ * const grouped = groupIndustriesAlphabetically(industries);
+ * // { 'A': [...], 'B': [...], ... }
+ */
+export const groupIndustriesAlphabetically = (industries) => {
+    return groupByFirstLetter([...industries], 'name');
+};
+/**
+ * Get industries that don't belong to any sector
+ *
+ * @param industries - Array of industries to filter
+ * @returns Array of industries without sector
+ *
+ * @example
+ * const orphaned = getIndustriesWithoutSector(industries);
+ */
+export const getIndustriesWithoutSector = (industries) => {
+    return industries.filter((industry) => !industry.sector);
+};
+/**
+ * Get industries that belong to a sector
+ *
+ * @param industries - Array of industries to filter
+ * @returns Array of industries with sector
+ *
+ * @example
+ * const sectored = getIndustriesWithSector(industries);
+ */
+export const getIndustriesWithSector = (industries) => {
+    return industries.filter((industry) => industry.sector);
+};
+/**
+ * Count industries by sector
+ *
+ * @param industries - Array of industries to count
+ * @returns Record of sector UUIDs to industry counts
+ *
+ * @example
+ * const counts = countIndustriesBySector(industries);
+ * // { 'sector-123': 5, 'no-sector': 3 }
+ */
+export const countIndustriesBySector = (industries) => {
+    const groups = groupIndustriesBySector(industries);
+    return Object.fromEntries(Object.entries(groups).map(([sector, industryList]) => [sector, industryList.length]));
+};
+/**
+ * Check if an industry belongs to a specific sector
+ *
+ * @param industry - Industry to check
+ * @param sectorUuid - UUID of the sector
+ * @returns True if industry belongs to sector
+ *
+ * @example
+ * const belongsToSector = isIndustryInSector(industry, 'sector-123');
+ */
+export const isIndustryInSector = (industry, sectorUuid) => {
+    return industry.sector === sectorUuid;
+};

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@cranberry-money/shared-utils",
-  "version": "8.8.0",
+  "version": "8.10.0",
   "description": "Shared utility functions for MyPortfolio platform",
   "type": "module",
   "main": "dist/index.js",