@mx-cartographer/experiences 6.25.3-alpha.al2 → 6.25.3-alpha.mega2

package/dist/investments/components/allocation/util/createInvestementsAllocationData.js

@@ -0,0 +1,289 @@
+import "bowser";
+import "date-fns/getUnixTime";
+import "date-fns/intlFormat";
+import "../../../../common/constants/Account.js";
+import "../../../../common/constants/Category.js";
+import "date-fns/addMonths";
+import "date-fns/addQuarters";
+import "date-fns/addWeeks";
+import "date-fns/addYears";
+import "date-fns/getDay";
+import "date-fns/isBefore";
+import "date-fns/nextDay";
+import "date-fns/setDate";
+import "date-fns/startOfToday";
+import "date-fns/fromUnixTime";
+import "react";
+import { formatPercentage as L, formatCurrency as v } from "../../../../common/utils/NumberFormatting.js";
+import "@mui/material";
+import "react/jsx-runtime";
+import "@mui/material/Button";
+import "@mxenabled/mxui";
+import "@mui/material/Tooltip";
+import "@mui/material/Box";
+import "@mui/material/IconButton";
+import "../../../../common/components/accountfilter/AccountFilterOptions.js";
+import "../../../../common/context/GlobalDataProvider.js";
+import "../../../../common/context/WidgetContainerProvider.js";
+import "@mui/material/styles/useTheme";
+import "@mui/material/useMediaQuery";
+import "@mxenabled/cssinjs";
+import "date-fns/addDays";
+import "date-fns/eachDayOfInterval";
+import "date-fns/eachWeekOfInterval";
+import "date-fns/endOfMonth";
+import "date-fns/format";
+import "date-fns/isSameMonth";
+import "date-fns/startOfMonth";
+import "date-fns/subMonths";
+import "@mui/material/Paper";
+import "@mxenabled/mx-icons";
+import "date-fns/isSameDay";
+import "date-fns/isWithinInterval";
+import "d3";
+import "@mui/material/styles";
+import "@mui/x-charts";
+import "../../../../common/components/charts/linechart/CustomLegend.js";
+import "@mui/x-charts/ChartsTooltip";
+import "@mui/material/Stack";
+import "../../../../common/components/charts/stackedlinechart/CustomAreaTooltip.js";
+import "date-fns/differenceInCalendarDays";
+import "date-fns/endOfToday";
+import "date-fns/endOfYear";
+import "date-fns/startOfYear";
+import "date-fns/subDays";
+import "date-fns/subYears";
+import "@mui/material/ButtonGroup";
+import "@mui/material/Tab";
+import "@mui/material/Tabs";
+import "@mui/material/ToggleButton";
+import "@mui/material/ToggleButtonGroup";
+import "@mui/material/Dialog";
+import "@mui/material/DialogContent";
+import "../../../../common/components/ErrorBoundary.js";
+import "@mui/material/Card";
+import "@mui/material/CardContent";
+import "@mui/material/CardHeader";
+import "../../../../common/components/WidgetContainer.js";
+import "../../../../common/components/ConnectDrawer.js";
+import "uuid";
+import "@mui/material/CircularProgress";
+import "../../../../common/components/SearchBox.js";
+import "@mui/material/FormControlLabel";
+import "@mui/material/Radio";
+import "@mui/material/Avatar";
+import "@mui/material/ListItem";
+import "@mui/material/ListItemAvatar";
+import "@mui/material/ListItemButton";
+import "@mui/material/ListItemText";
+import "@mui/material/ListItemIcon";
+import "../../../../common/components/ListItemAction.js";
+import "@mui/material/MenuItem";
+import "@mui/material/TextField";
+import "@mui/material/Switch";
+import "mobx";
+import "../../../../accounts/AccountsWidget.js";
+import "../../../../accounts/AccountsMiniWidget.js";
+import "../../../../accounts/ConnectMiniWidget.js";
+import "../../../../accounts/components/detailsdrawer/Accounts/AccountDetailsHeader.js";
+import "../../../../accounts/components/detailsdrawer/Accounts/AccountDetailsContent.js";
+import "../../../../common/types/Account.js";
+import "posthog-js";
+import "../../../../cashflow/CashflowMiniWidget.js";
+import "../../../../cashflow/CashflowWidget.js";
+import "../../../../cashflow/CashflowOnboarding.js";
+import "date-fns/differenceInDays";
+import "../../../../categories/components/CategorySelector.js";
+import "../../../../categories/components/CategorySelectorDrawer.js";
+import "../../../../categories/components/CategoryRow.js";
+import "../../../../debts/DebtsWidget.js";
+import "@mui/x-data-grid-pro";
+import "date-fns";
+import "@mui/material/Divider";
+import "@mui/material/List";
+import "../../../../finstrong/components/FinancialStrengthGraph.js";
+import "../../../../finstrong/components/CreditScoreGraph.js";
+import "../../../../finstrong/FinstrongWidget.js";
+import "../../../../goals/GoalsWidget.js";
+import "../../../../goals/GoalsMicroWidget.js";
+import "../../../util/InvestmentUtil.js";
+import "../../../../merchants/components/MerchantLookup.js";
+import "../../../../networth/components/NetWorthChart.js";
+import "../../../../networth/components/NetWorthList.js";
+import "../../../../networth/components/NetWorthSummary.js";
+import "../../../../networth/NetWorthMicroWidget.js";
+import "../../../../networth/NetWorthWidget.js";
+import "../../../../notifications/components/NotificationList.js";
+import "../../../../notifications/components/NotificationDrawer.js";
+import "date-fns/formatISO";
+import "../../../../transactions/constants/Analytics.js";
+import "../../../../transactions/constants/Transaction.js";
+import "../../../../transactions/components/shared/transactionlist/TransactionRow.js";
+import "../../../../transactions/components/shared/TransactionList.js";
+import "../../../../transactions/components/shared/TransactionTable.js";
+import "../../../../transactions/components/shared/TransactionDetails.js";
+import "../../../../transactions/components/transactionwidget/AddAccountModal.js";
+import "../../../../transactions/TransactionWidget.js";
+import "../../../../settings/SettingsWidget.js";
+import "../../../../settings/components/SettingsWidgetContents.js";
+import "../../../../settings/components/profile/ProfileTab.js";
+import "../../../../settings/components/devices/DeviceTab.js";
+import "../../../../settings/NotificationSettingsWidget.js";
+import "../../../../settings/components/notifications/NotificationSettings.js";
+import "../../../../settings/components/notifications/AccountNotificationProfiles.js";
+import "../../../../settings/components/notifications/BudgetNotificationProfiles.js";
+import "../../../../settings/components/notifications/InsightsNotificationProfiles.js";
+import "../../../../settings/components/transactionrules/TransactionRulesTab.js";
+import "../../../../recurringtransactions/RecurringTransactionsWidget.js";
+import "../../../../recurringtransactions/RecurringTransactionsMiniWidget.js";
+import "../../../../recurringtransactions/RecurringTransactionsMicroWidget.js";
+import "date-fns/isAfter";
+import "date-fns/parseISO";
+import "date-fns/subQuarters";
+import "date-fns/lastDayOfMonth";
+import "date-fns/setDayOfYear";
+import "../../../../recurringtransactions/components/shared/RecurringSettings.js";
+import "../../../../recurringtransactions/components/shared/recurringsettings/ManageIncome.js";
+import "../../../../recurringtransactions/components/shared/recurringsettings/ManageExpenses.js";
+import "../../../../recurringtransactions/components/shared/recurringsettings/SelectTransaction.js";
+import "../../../../recurringtransactions/components/shared/recurringsettings/AddRecurringTransactionDetails.js";
+import "../../../../trends/TrendsFullWidget.js";
+import "../../../../trends/TrendsMiniWidget.js";
+import "../../../../trends/TrendsMicroWidget.js";
+import "../../../../trends/TrendsWidget.js";
+import "date-fns/addSeconds";
+import "date-fns/getMonth";
+const y = {
+  allocations_cash: "#AEDCCC",
+  allocations_convertible: "#80CAD0",
+  allocations_foreign_bond: "#51B9D4",
+  allocations_foreign_stock: "#3DA0C9",
+  allocations_other: "#3583B8",
+  allocations_preferred: "#2D66A7",
+  allocations_unknown: "#161D6A",
+  allocations_us_bond: "#254995",
+  allocations_us_stock: "#1E2D84"
+}, C = [
+  {
+    name: "allocations_cash"
+  },
+  {
+    name: "allocations_convertible"
+  },
+  {
+    name: "allocations_foreign_bond"
+  },
+  {
+    name: "allocations_foreign_stock"
+  },
+  {
+    name: "allocations_other"
+  },
+  {
+    name: "allocations_preferred"
+  },
+  {
+    name: "allocations_us_bond"
+  },
+  {
+    name: "allocations_us_stock"
+  },
+  {
+    name: "allocations_unknown"
+  }
+], h = (o, p, n) => {
+  const e = p, r = n;
+  return o >= Math.min(e, r) && o < Math.max(e, r);
+}, V = (o, p, n) => {
+  const e = [
+    ...new Set(o.map((s) => s.name.toLowerCase()))
+  ];
+  let r;
+  return e.map((s) => {
+    const l = o.reduce((m, c) => {
+      const d = c.name;
+      return d.toLowerCase() === s ? (r = d, b(c) * c[p] / 100 + m) : m;
+    }, 0);
+    return {
+      displayName: r,
+      name: r,
+      value: l,
+      percentage: l / n
+    };
+  });
+}, b = (o) => o.calculated_market_value ? o.calculated_market_value : o.market_value, Br = (o, p, n) => {
+  const e = Object.values(p.allocations_list), r = [];
+  let _ = 0;
+  const s = o.map(({ guid: t }) => t), l = n.filter(({ account_guid: t }) => s.includes(t)).map((t) => ({
+    ...t,
+    name: t.symbol || t.description,
+    gainLoss: t.cost_basis || t.cost_basis === 0 ? b(t) - t.cost_basis : 0
+  })), { cashBalance: m, totalAccountBalance: c } = o.reduce(
+    (t, i) => ({
+      cashBalance: t.cashBalance + (i.cash_balance || 0),
+      totalAccountBalance: t.totalAccountBalance + (i.balance || 0)
+    }),
+    { cashBalance: 0, totalAccountBalance: 0 }
+  ), { marketValue: d, totalGainLoss: A } = l.reduce(
+    (t, i) => ({
+      marketValue: t.marketValue + b(i),
+      totalGainLoss: t.totalGainLoss + i.gainLoss
+    }),
+    { marketValue: 0, totalGainLoss: 0 }
+  ), g = d + m;
+  C.forEach((t, i) => {
+    const f = l.filter(
+      (u) => !!u[t.name]
+    );
+    let a = f.reduce(
+      (u, k) => u + b(k) * k[t.name] / 100,
+      0
+    );
+    const D = V(
+      f,
+      t.name,
+      a
+    );
+    if (t.name === "allocations_cash" && m > 0) {
+      a += m;
+      const u = {
+        displayName: p.cash_balance_display_name,
+        name: "allocations_name",
+        value: m,
+        percentage: m / g
+      };
+      D.push(u);
+    }
+    a > 0 && (r.push({
+      name: t.name,
+      displayName: e[i],
+      guid: `${t.name}-${i}`,
+      holdings: D,
+      percentage: a / g,
+      value: a,
+      color: y[t.name]
+    }), _ += a);
+  });
+  const B = r.map(
+    ({ displayName: t, guid: i, color: f, value: a }) => ({
+      id: i,
+      color: f,
+      label: t,
+      value: a / _ * 100
+    })
+  );
+  return {
+    investmentsData: r,
+    donutData: B,
+    totalAmount: _,
+    totalGainLoss: A,
+    totalMarketValue: g,
+    totalGainLossPercentage: A / c
+  };
+}, Lr = (o) => o < 1e-3 ? "< 0.1%" : L(o), yr = (o) => o === 0 ? v(o, "0,0.00") : h(o, -0.01, 0.01) ? "< $0.01" : v(o, "0,0.00");
+export {
+  Br as createInvestmentsAllocationData,
+  yr as currencyDisplay,
+  Lr as percentageDisplay
+};
+//# sourceMappingURL=createInvestementsAllocationData.js.map

package/dist/investments/components/allocation/util/createInvestementsAllocationData.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"createInvestementsAllocationData.js","sources":["../../../../../src/investments/components/allocation/util/createInvestementsAllocationData.tsx"],"sourcesContent":["import { Account, formatCurrency, formatPercentage, Holding } from '../../../../common'\nimport { InvestmentAllocationCopy } from '../../../../common/types/localization/InvestmentsCopy'\nimport type { DonutData } from '../InvestmentsAllocationChart'\n\nexport interface InvestmentsAllocationData {\n  name: string\n  displayName: string\n  guid: string\n  holdings: InvestmentAllocationTotals[]\n  percentage: number\n  value: number\n  color: string\n}\nexport interface InvestmentAllocationTotals {\n  displayName: string\n  name: string\n  value: number\n  percentage: number\n}\n\nconst allocationColors = {\n  allocations_cash: '#AEDCCC',\n  allocations_convertible: '#80CAD0',\n  allocations_foreign_bond: '#51B9D4',\n  allocations_foreign_stock: '#3DA0C9',\n  allocations_other: '#3583B8',\n  allocations_preferred: '#2D66A7',\n  allocations_unknown: '#161D6A',\n  allocations_us_bond: '#254995',\n  allocations_us_stock: '#1E2D84',\n}\nconst allocationsList = [\n  {\n    name: 'allocations_cash',\n  },\n  {\n    name: 'allocations_convertible',\n  },\n  {\n    name: 'allocations_foreign_bond',\n  },\n  {\n    name: 'allocations_foreign_stock',\n  },\n  {\n    name: 'allocations_other',\n  },\n  {\n    name: 'allocations_preferred',\n  },\n  {\n    name: 'allocations_us_bond',\n  },\n  {\n    name: 'allocations_us_stock',\n  },\n  {\n    name: 'allocations_unknown',\n  },\n]\n\nconst inRange = (n: number, start: number, end?: number) => {\n  const rangeStart = end === undefined ? 0 : start\n  const rangeEnd = end === undefined ? start : end\n  return n >= Math.min(rangeStart, rangeEnd) && n < Math.max(rangeStart, rangeEnd)\n}\n\nconst createHoldingsData = (\n  holdings: Holding[],\n  allocationName: string,\n  allocationValue: number,\n) => {\n  const uniqueHoldings = [\n    ...new Set(holdings.map((holding: Holding) => holding.name.toLowerCase())),\n  ]\n  let displayName: string\n  const investmentAllocationTotals = uniqueHoldings.map((holdingName) => {\n    // sum all the holdings with the same \"name\"\n    const holdingsTotalValue = holdings.reduce((acc, hold: Holding) => {\n      const name = hold.name\n\n      if (name.toLowerCase() === holdingName) {\n        // Since we lose the capitalization with the unique names, we take it from the last match.\n        displayName = name\n        return (\n          (getHoldingValue(hold) * hold[allocationName as keyof typeof allocationColors]) / 100 +\n          acc\n        )\n      }\n\n      return acc\n    }, 0)\n\n    return {\n      displayName,\n      name: displayName,\n      value: holdingsTotalValue,\n      percentage: holdingsTotalValue / allocationValue,\n    }\n  })\n  return investmentAllocationTotals\n}\n\nconst getHoldingValue = (holding: Holding) =>\n  holding.calculated_market_value ? holding.calculated_market_value : holding.market_value\n\nexport const createInvestmentsAllocationData = (\n  accounts: Account[],\n  copy: InvestmentAllocationCopy,\n  holdings: Holding[],\n) => {\n  const allocationListDisplayNames = Object.values(copy.allocations_list)\n  const investementAllocationData: InvestmentsAllocationData[] = []\n\n  let totalAmount = 0\n\n  const accountGuids = accounts.map(({ guid }) => guid)\n  const updatedHoldings: Holding[] = holdings\n    .filter(({ account_guid }) => accountGuids.includes(account_guid))\n    .map((eachHolding) => {\n      return {\n        ...eachHolding,\n        name: eachHolding.symbol || eachHolding.description,\n        gainLoss:\n          eachHolding.cost_basis || eachHolding.cost_basis === 0\n            ? getHoldingValue(eachHolding) - eachHolding.cost_basis\n            : 0,\n      }\n    })\n\n  const { cashBalance, totalAccountBalance } = accounts.reduce(\n    (sum, account) => {\n      return {\n        cashBalance: sum.cashBalance + (account.cash_balance || 0),\n        totalAccountBalance: sum.totalAccountBalance + (account.balance || 0),\n      }\n    },\n    { cashBalance: 0, totalAccountBalance: 0 },\n  )\n  const { marketValue, totalGainLoss } = updatedHoldings.reduce(\n    (acc, holding) => {\n      return {\n        marketValue: acc.marketValue + getHoldingValue(holding),\n        totalGainLoss: acc.totalGainLoss + holding.gainLoss,\n      }\n    },\n    { marketValue: 0, totalGainLoss: 0 },\n  )\n  const totalMarketValue = marketValue + cashBalance\n\n  allocationsList.forEach((allocation, index) => {\n    const filteredHoldings = updatedHoldings.filter(\n      (eachHolding) => !!eachHolding[allocation.name as keyof typeof allocationColors],\n    )\n    let holdingsTotal = filteredHoldings.reduce(\n      (sum, holding) =>\n        sum +\n        (getHoldingValue(holding) * holding[allocation.name as keyof typeof allocationColors]) /\n          100,\n      0,\n    )\n    const investmentAllocationTotals = createHoldingsData(\n      filteredHoldings,\n      allocation.name,\n      holdingsTotal,\n    )\n    if (allocation.name === 'allocations_cash' && cashBalance > 0) {\n      // Updating holdingsTotal to include cash balance\n      // This affects the holdingsTotal and percentage for this allocation\n      holdingsTotal += cashBalance\n\n      // Creating a holding item for cash balance\n      const cashBalanceHolding = {\n        displayName: copy.cash_balance_display_name,\n        name: 'allocations_name',\n        value: cashBalance,\n        percentage: cashBalance / totalMarketValue,\n      }\n\n      investmentAllocationTotals.push(cashBalanceHolding)\n    }\n\n    // Shows allocation if holdingsTotal is greater than zero\n    if (holdingsTotal > 0) {\n      investementAllocationData.push({\n        name: allocation.name,\n        displayName: allocationListDisplayNames[index],\n        guid: `${allocation.name}-${index}`,\n        holdings: investmentAllocationTotals,\n        percentage: holdingsTotal / totalMarketValue,\n        value: holdingsTotal,\n        color: allocationColors[allocation.name as keyof typeof allocationColors],\n      })\n      totalAmount += holdingsTotal\n    }\n  })\n  const donutData: DonutData[] = investementAllocationData.map(\n    ({ displayName, guid, color, value }) => ({\n      id: guid,\n      color: color,\n      label: displayName,\n      value: (value / totalAmount) * 100,\n    }),\n  )\n\n  return {\n    investmentsData: investementAllocationData,\n    donutData,\n    totalAmount,\n    totalGainLoss,\n    totalMarketValue,\n    totalGainLossPercentage: totalGainLoss / totalAccountBalance,\n  }\n}\n\nexport const percentageDisplay = (value: number) =>\n  value < 0.001 ? '< 0.1%' : formatPercentage(value)\n\nexport const currencyDisplay = (value: number) => {\n  if (value === 0) return formatCurrency(value, '0,0.00')\n  return inRange(value, -0.01, 0.01) ? 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package/dist/investments/constants/index.js

@@ -0,0 +1,54 @@
+var I = /* @__PURE__ */ ((E) => (E.Stocks = "stocks", E.Bonds = "bonds", E))(I || {});
+const L = {
+  UNKNOWN: 0,
+  LARGE_VALUE: 1,
+  LARGE_CORE: 2,
+  LARGE_GROWTH: 3,
+  MID_VALUE: 4,
+  MID_CORE: 5,
+  MID_GROWTH: 6,
+  SMALL_VALUE: 7,
+  SMALL_CORE: 8,
+  SMALL_GROWTH: 9
+}, M = {
+  0: "UNKNOWN",
+  1: "LARGE_VALUE",
+  2: "LARGE_CORE",
+  3: "LARGE_GROWTH",
+  4: "MID_VALUE",
+  5: "MID_CORE",
+  6: "MID_GROWTH",
+  7: "SMALL_VALUE",
+  8: "SMALL_CORE",
+  9: "SMALL_GROWTH"
+}, _ = {
+  UNKNOWN: 0,
+  HIGH_LIMITED: 1,
+  HIGH_MODERATE: 2,
+  HIGH_EXTENSIVE: 3,
+  MEDIUM_LIMITED: 4,
+  MEDIUM_MODERATE: 5,
+  MEDIUM_EXTENSIVE: 6,
+  LOW_LIMITED: 7,
+  LOW_MODERATE: 8,
+  LOW_EXTENSIVE: 9
+}, O = {
+  0: "UNKNOWN",
+  1: "HIGH_LIMITED",
+  2: "HIGH_MODERATE",
+  3: "HIGH_EXTENSIVE",
+  4: "MEDIUM_LIMITED",
+  5: "MEDIUM_MODERATE",
+  6: "MEDIUM_EXTENSIVE",
+  7: "LOW_LIMITED",
+  8: "LOW_MODERATE",
+  9: "LOW_EXTENSIVE"
+};
+export {
+  I as AnalysisType,
+  L as EquityClassificationTypes,
+  M as EquityClassificationValues,
+  _ as FixedIncomeClassificationTypes,
+  O as FixedIncomeClassificationValues
+};
+//# sourceMappingURL=index.js.map

package/dist/investments/constants/index.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"index.js","sources":["../../../src/investments/constants/index.ts"],"sourcesContent":["export enum AnalysisType {\n  Stocks = 'stocks',\n  Bonds = 'bonds',\n}\n\nexport const EquityClassificationTypes = {\n  UNKNOWN: 0,\n  LARGE_VALUE: 1,\n  LARGE_CORE: 2,\n  LARGE_GROWTH: 3,\n  MID_VALUE: 4,\n  MID_CORE: 5,\n  MID_GROWTH: 6,\n  SMALL_VALUE: 7,\n  SMALL_CORE: 8,\n  SMALL_GROWTH: 9,\n}\n\nexport const EquityClassificationValues = {\n  0: 'UNKNOWN',\n  1: 'LARGE_VALUE',\n  2: 'LARGE_CORE',\n  3: 'LARGE_GROWTH',\n  4: 'MID_VALUE',\n  5: 'MID_CORE',\n  6: 'MID_GROWTH',\n  7: 'SMALL_VALUE',\n  8: 'SMALL_CORE',\n  9: 'SMALL_GROWTH',\n}\n\nexport const FixedIncomeClassificationTypes = {\n  UNKNOWN: 0,\n  HIGH_LIMITED: 1,\n  HIGH_MODERATE: 2,\n  HIGH_EXTENSIVE: 3,\n  MEDIUM_LIMITED: 4,\n  MEDIUM_MODERATE: 5,\n  MEDIUM_EXTENSIVE: 6,\n  LOW_LIMITED: 7,\n  LOW_MODERATE: 8,\n  LOW_EXTENSIVE: 9,\n}\n\nexport const FixedIncomeClassificationValues = {\n  0: 'UNKNOWN',\n  1: 'HIGH_LIMITED',\n  2: 'HIGH_MODERATE',\n  3: 'HIGH_EXTENSIVE',\n  4: 'MEDIUM_LIMITED',\n  5: 'MEDIUM_MODERATE',\n  6: 'MEDIUM_EXTENSIVE',\n  7: 'LOW_LIMITED',\n  8: 'LOW_MODERATE',\n  9: 'LOW_EXTENSIVE',\n}\n"],"names":["AnalysisType","EquityClassificationTypes","EquityClassificationValues","FixedIncomeClassificationTypes","FixedIncomeClassificationValues"],"mappings":"AAAY,IAAAA,sBAAAA,OACVA,EAAA,SAAS,UACTA,EAAA,QAAQ,SAFEA,IAAAA,KAAA,CAAA,CAAA;AAKL,MAAMC,IAA4B;AAAA,EACvC,SAAS;AAAA,EACT,aAAa;AAAA,EACb,YAAY;AAAA,EACZ,cAAc;AAAA,EACd,WAAW;AAAA,EACX,UAAU;AAAA,EACV,YAAY;AAAA,EACZ,aAAa;AAAA,EACb,YAAY;AAAA,EACZ,cAAc;AAChB,GAEaC,IAA6B;AAAA,EACxC,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AACL,GAEaC,IAAiC;AAAA,EAC5C,SAAS;AAAA,EACT,cAAc;AAAA,EACd,eAAe;AAAA,EACf,gBAAgB;AAAA,EAChB,gBAAgB;AAAA,EAChB,iBAAiB;AAAA,EACjB,kBAAkB;AAAA,EAClB,aAAa;AAAA,EACb,cAAc;AAAA,EACd,eAAe;AACjB,GAEaC,IAAkC;AAAA,EAC7C,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AACL;"}

package/dist/investments/stores/HoldingStore.js

@@ -0,0 +1,60 @@
+import { makeAutoObservable as a, runInAction as e } from "mobx";
+import { HoldingApi as n } from "../api/HoldingApi.js";
+import { AnalysisType as l } from "../constants/index.js";
+import { mapDataToPercentageGrid as d, analysisChartData as r, analysisDetailsData as h } from "../util/InvestmentUtil.js";
+class f {
+  analysisType = l.Stocks;
+  api = new n("/", "");
+  holdings = [];
+  holdingsLoaded = !1;
+  globalStore;
+  showConnectionsWidget = !1;
+  constructor(i) {
+    this.globalStore = i, this.api = new n(i.endpoint, i.sessionToken), a(this);
+  }
+  get analysisChartData() {
+    return d(r(this.visibleHoldings), this.analysisType);
+  }
+  get analysisDetails() {
+    return h(this.visibleHoldings)[this.analysisType] || {};
+  }
+  get visibleHoldings() {
+    return this.holdings.filter(
+      (i) => this.globalStore.globalUiStore.selectedAccountGuids.includes(i.account_guid)
+    );
+  }
+  setShowConnectionsWidget = (i) => {
+    this.showConnectionsWidget = i;
+  };
+  loadHoldings = async () => {
+    try {
+      const i = await this.api.getHoldings();
+      e(() => {
+        this.holdings = [...i], this.holdingsLoaded = !0;
+      });
+    } catch (i) {
+      console.error(`Error occured while getting holdings: ${i}`);
+    }
+  };
+  setAnalysisType = (i) => {
+    this.analysisType = i;
+  };
+  updateHoldings = async (i) => {
+    this.holdingsLoaded = !1;
+    try {
+      const t = await this.api.updateHoldings(i), o = this.holdings.findIndex(({ guid: s }) => s === i.guid);
+      if (o >= 0) {
+        const s = [...this.holdings];
+        s[o] = t, e(() => {
+          this.holdings = s, this.holdingsLoaded = !0;
+        });
+      }
+    } catch (t) {
+      console.error(`Error occurred while updating holding: ${t}`);
+    }
+  };
+}
+export {
+  f as HoldingStore
+};
+//# sourceMappingURL=HoldingStore.js.map

package/dist/investments/stores/HoldingStore.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"HoldingStore.js","sources":["../../../src/investments/stores/HoldingStore.ts"],"sourcesContent":["import { makeAutoObservable, runInAction } from 'mobx'\n\nimport { type Holding, GlobalStore } from '../../common'\n\nimport { HoldingApi } from '../api/HoldingApi'\nimport { AnalysisType } from '../constants'\nimport {\n  analysisChartData,\n  analysisDetailsData,\n  mapDataToPercentageGrid,\n} from '../util/InvestmentUtil'\n\nexport class HoldingStore {\n  analysisType: AnalysisType = AnalysisType.Stocks\n  api = new HoldingApi('/', '')\n  holdings: Holding[] = []\n  holdingsLoaded = false\n  globalStore: GlobalStore\n  showConnectionsWidget = false\n\n  constructor(globalStore: GlobalStore) {\n    this.globalStore = globalStore\n    this.api = new HoldingApi(globalStore.endpoint, globalStore.sessionToken)\n\n    makeAutoObservable(this)\n  }\n\n  get analysisChartData() {\n    return mapDataToPercentageGrid(analysisChartData(this.visibleHoldings), this.analysisType)\n  }\n\n  get analysisDetails() {\n    return analysisDetailsData(this.visibleHoldings)[this.analysisType] || {}\n  }\n\n  get visibleHoldings() {\n    return this.holdings.filter((holding) =>\n      this.globalStore.globalUiStore.selectedAccountGuids.includes(holding.account_guid),\n    )\n  }\n\n  setShowConnectionsWidget = (value: boolean) => {\n    this.showConnectionsWidget = value\n  }\n\n  loadHoldings = async () => {\n    try {\n      const holdings = await this.api.getHoldings()\n\n      runInAction(() => {\n        this.holdings = [...holdings]\n        this.holdingsLoaded = true\n      })\n    } catch (error) {\n      console.error(`Error occured while getting holdings: ${error}`)\n    }\n  }\n\n  setAnalysisType = (analysisType: AnalysisType) => {\n    this.analysisType = analysisType\n  }\n\n  updateHoldings = async (holding: Holding) => {\n    this.holdingsLoaded = false\n    try {\n      const updatedHolding = await this.api.updateHoldings(holding)\n      const updatedIndex = this.holdings.findIndex(({ guid }) => guid === holding.guid)\n\n      if (updatedIndex >= 0) {\n        const holdings = [...this.holdings]\n        holdings[updatedIndex] = updatedHolding\n\n        runInAction(() => {\n          this.holdings = holdings\n          this.holdingsLoaded = true\n        })\n      }\n    } catch (error) {\n      console.error(`Error occurred while updating holding: ${error}`)\n    }\n  }\n}\n"],"names":["HoldingStore","AnalysisType","HoldingApi","globalStore","makeAutoObservable","mapDataToPercentageGrid","analysisChartData","analysisDetailsData","holding","value","holdings","runInAction","error","analysisType","updatedHolding","updatedIndex","guid"],"mappings":";;;;AAYO,MAAMA,EAAa;AAAA,EACxB,eAA6BC,EAAa;AAAA,EAC1C,MAAM,IAAIC,EAAW,KAAK,EAAE;AAAA,EAC5B,WAAsB,CAAA;AAAA,EACtB,iBAAiB;AAAA,EACjB;AAAA,EACA,wBAAwB;AAAA,EAExB,YAAYC,GAA0B;AACpC,SAAK,cAAcA,GACnB,KAAK,MAAM,IAAID,EAAWC,EAAY,UAAUA,EAAY,YAAY,GAExEC,EAAmB,IAAI;AAAA,EACzB;AAAA,EAEA,IAAI,oBAAoB;AACtB,WAAOC,EAAwBC,EAAkB,KAAK,eAAe,GAAG,KAAK,YAAY;AAAA,EAC3F;AAAA,EAEA,IAAI,kBAAkB;AACpB,WAAOC,EAAoB,KAAK,eAAe,EAAE,KAAK,YAAY,KAAK;EACzE;AAAA,EAEA,IAAI,kBAAkB;AACpB,WAAO,KAAK,SAAS;AAAA,MAAO,CAACC,MAC3B,KAAK,YAAY,cAAc,qBAAqB,SAASA,EAAQ,YAAY;AAAA,IAAA;AAAA,EAErF;AAAA,EAEA,2BAA2B,CAACC,MAAmB;AAC7C,SAAK,wBAAwBA;AAAA,EAAA;AAAA,EAG/B,eAAe,YAAY;AACrB,QAAA;AACF,YAAMC,IAAW,MAAM,KAAK,IAAI,YAAY;AAE5C,MAAAC,EAAY,MAAM;AACX,aAAA,WAAW,CAAC,GAAGD,CAAQ,GAC5B,KAAK,iBAAiB;AAAA,MAAA,CACvB;AAAA,aACME,GAAO;AACN,cAAA,MAAM,yCAAyCA,CAAK,EAAE;AAAA,IAChE;AAAA,EAAA;AAAA,EAGF,kBAAkB,CAACC,MAA+B;AAChD,SAAK,eAAeA;AAAA,EAAA;AAAA,EAGtB,iBAAiB,OAAOL,MAAqB;AAC3C,SAAK,iBAAiB;AAClB,QAAA;AACF,YAAMM,IAAiB,MAAM,KAAK,IAAI,eAAeN,CAAO,GACtDO,IAAe,KAAK,SAAS,UAAU,CAAC,EAAE,MAAAC,EAAK,MAAMA,MAASR,EAAQ,IAAI;AAEhF,UAAIO,KAAgB,GAAG;AACrB,cAAML,IAAW,CAAC,GAAG,KAAK,QAAQ;AAClC,QAAAA,EAASK,CAAY,IAAID,GAEzBH,EAAY,MAAM;AAChB,eAAK,WAAWD,GAChB,KAAK,iBAAiB;AAAA,QAAA,CACvB;AAAA,MACH;AAAA,aACOE,GAAO;AACN,cAAA,MAAM,0CAA0CA,CAAK,EAAE;AAAA,IACjE;AAAA,EAAA;AAEJ;"}

package/dist/investments/util/InvestmentUtil.js

@@ -0,0 +1,101 @@
+import b from "numeral";
+import { FixedIncomeClassificationValues as f, EquityClassificationValues as g, AnalysisType as L, EquityClassificationTypes as x, FixedIncomeClassificationTypes as A } from "../constants/index.js";
+const h = (t, s = 3) => {
+  const a = Object.keys(t).map(Number).filter((e) => e !== 0).sort((e, c) => e - c), o = [];
+  for (let e = 0; e < a.length; e += s)
+    o.push(a.slice(e, e + s).map((c) => t[c]));
+  return o;
+}, G = h(f), v = h(g), N = (t) => {
+  const s = p(t, E), a = p(t, y), o = (c, i) => {
+    const l = c.reduce((r, n) => r + V(n), 0), _ = c.reduce((r, n) => {
+      const m = i(n);
+      return Object.keys(m).forEach((u) => r[u] = (r[u] || 0) + m[u]), r;
+    }, {});
+    return Object.fromEntries(
+      Object.entries(_).map(([r, n]) => [r, n / l * 100])
+    );
+  };
+  return {
+    stocks: o(s, k),
+    bonds: o(a, w)
+  };
+}, I = (t) => {
+  const s = t.filter((e) => !isNaN(e.equity_classification)), a = t.filter((e) => !isNaN(e.fixed_income_classification)), o = (e, c, i) => e.reduce((l, _) => {
+    const r = c(_);
+    return Object.keys(i).forEach((n) => {
+      l[n] = (l[n] || 0) + (r[n] || 0);
+    }), l;
+  }, {});
+  return {
+    stocks: o(s, k, x),
+    bonds: o(a, w, A)
+  };
+}, C = (t, s) => Object.fromEntries(
+  Object.entries(t).map(([a, o]) => [a, o * s / 100])
+), w = (t) => O(t, y, f), y = (t) => {
+  const s = t.fixed_income_classification;
+  return {
+    [f[s]]: 100
+  };
+}, k = (t) => O(t, E, g), E = (t) => {
+  const {
+    large_core_weight: s,
+    large_growth_weight: a,
+    large_value_weight: o,
+    mid_core_weight: e,
+    mid_growth_weight: c,
+    mid_value_weight: i,
+    small_core_weight: l,
+    small_growth_weight: _,
+    small_value_weight: r,
+    unknown_weight: n,
+    equity_classification: m
+  } = t, u = {
+    LARGE_CORE: s ?? 0,
+    LARGE_GROWTH: a ?? 0,
+    LARGE_VALUE: o ?? 0,
+    MID_CORE: e ?? 0,
+    MID_GROWTH: c ?? 0,
+    MID_VALUE: i ?? 0,
+    SMALL_CORE: l ?? 0,
+    SMALL_GROWTH: _ ?? 0,
+    SMALL_VALUE: r ?? 0,
+    UNKNOWN: n ?? 0
+  };
+  return d(u) === 0 && m !== void 0 ? { [g[m]]: 100 } : u;
+}, O = (t, s, a) => {
+  const o = s(t), e = V(t), c = C(o, e);
+  if (d(c) === 0) {
+    const i = String(
+      t.equity_classification ?? t.fixed_income_classification
+    );
+    if (!(i in a))
+      throw new Error(`Invalid classification key: ${i}`);
+    return { [a[i]]: e };
+  }
+  return c;
+}, M = (t) => t.split("_").map((s) => s.charAt(0).toUpperCase() + s.slice(1).toLowerCase()).join(" "), W = (t) => t >= 1 ? `${b(t).format("0")}%` : "< 1%", V = (t) => t.calculated_market_value ?? t.market_value, p = (t, s) => t.filter((a) => {
+  const o = s(a), e = d(o);
+  return e > 80 && e < 120;
+}), S = (t, s) => {
+  const a = s === L.Stocks ? v : G, o = t[s];
+  return !o || !o || Object.keys(o).length === 0 ? a.map((e) => e.map(() => "0%")) : a.map((e) => e.map((c) => W(o[c] ?? 0)));
+}, d = (t) => Object.values(t).reduce((s, a) => s + a, 0);
+export {
+  N as analysisChartData,
+  I as analysisDetailsData,
+  G as bondGroups,
+  C as calculateWeightedValue,
+  h as createGroups,
+  y as extractBondWeight,
+  E as extractStockWeight,
+  O as extractValueFromWeight,
+  M as formatKey,
+  W as formatPercent,
+  V as getHoldingValue,
+  p as getValidHoldings,
+  S as mapDataToPercentageGrid,
+  v as stockGroups,
+  d as sumValues
+};
+//# sourceMappingURL=InvestmentUtil.js.map

package/dist/investments/util/InvestmentUtil.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"InvestmentUtil.js","sources":["../../../src/investments/util/InvestmentUtil.ts"],"sourcesContent":["import numeral from 'numeral'\n\nimport { Holding } from '../../common'\n\nimport {\n  AnalysisType,\n  EquityClassificationTypes,\n  EquityClassificationValues,\n  FixedIncomeClassificationTypes,\n  FixedIncomeClassificationValues,\n} from '../constants'\n\ntype WeightMap = Record<string, number>\n\nexport const createGroups = (classificationObj: Record<number, string>, groupSize = 3) => {\n  const keys = Object.keys(classificationObj)\n    .map(Number)\n    .filter((k) => k !== 0)\n    .sort((a, b) => a - b)\n\n  const groups = []\n  for (let i = 0; i < keys.length; i += groupSize) {\n    groups.push(keys.slice(i, i + groupSize).map((key) => classificationObj[key]))\n  }\n  return groups\n}\n\nexport const bondGroups = createGroups(FixedIncomeClassificationValues)\nexport const stockGroups = createGroups(EquityClassificationValues)\n\nexport const analysisChartData = (holdings: Holding[]) => {\n  const stocks = getValidHoldings(holdings, extractStockWeight)\n  const bonds = getValidHoldings(holdings, extractBondWeight)\n\n  const processGroupData = (group: Holding[], extractValueFn: (holding: Holding) => WeightMap) => {\n    const totalValue = group.reduce((acc, holding) => acc + getHoldingValue(holding), 0)\n    const groupValues = group.reduce((acc, holding) => {\n      const value = extractValueFn(holding)\n      Object.keys(value).forEach((key) => (acc[key] = (acc[key] || 0) + value[key]))\n      return acc\n    }, {} as WeightMap)\n\n    return Object.fromEntries(\n      Object.entries(groupValues).map(([key, value]) => [key, (value / totalValue) * 100]),\n    )\n  }\n\n  const data = {\n    stocks: processGroupData(stocks, extractStockValueFromWeight),\n    bonds: processGroupData(bonds, extractBondValueFromWeight),\n  }\n\n  return data\n}\n\nexport const analysisDetailsData = (holdings: Holding[]) => {\n  const stocks = holdings.filter((holding) => !isNaN(holding.equity_classification))\n  const bonds = holdings.filter((holding) => !isNaN(holding.fixed_income_classification))\n\n  const aggregateValues = (\n    holdings: Holding[],\n    extractValueFn: (holding: Holding) => WeightMap,\n    classificationTypes: Record<string, number>,\n  ) => {\n    return holdings.reduce((acc, holding) => {\n      const values = extractValueFn(holding)\n      Object.keys(classificationTypes).forEach((sector) => {\n        acc[sector] = (acc[sector] || 0) + (values[sector] || 0)\n      })\n      return acc\n    }, {} as WeightMap)\n  }\n\n  return {\n    stocks: aggregateValues(stocks, extractStockValueFromWeight, EquityClassificationTypes),\n    bonds: aggregateValues(bonds, extractBondValueFromWeight, FixedIncomeClassificationTypes),\n  }\n}\n\nexport const calculateWeightedValue = (weights: WeightMap, value: number): WeightMap => {\n  return Object.fromEntries(\n    Object.entries(weights).map(([key, weight]) => [key, (weight * value) / 100]),\n  )\n}\n\nconst extractBondValueFromWeight = (bond: Holding) =>\n  extractValueFromWeight(bond, extractBondWeight, FixedIncomeClassificationValues)\n\nexport const extractBondWeight = (bond: Holding): WeightMap => {\n  const classificationKey = bond.fixed_income_classification\n  return {\n    [FixedIncomeClassificationValues[\n      classificationKey as keyof typeof FixedIncomeClassificationValues\n    ]]: 100,\n  }\n}\n\nconst extractStockValueFromWeight = (stock: Holding) =>\n  extractValueFromWeight(stock, extractStockWeight, EquityClassificationValues)\n\nexport const extractStockWeight = (stock: Holding): WeightMap => {\n  const {\n    large_core_weight,\n    large_growth_weight,\n    large_value_weight,\n    mid_core_weight,\n    mid_growth_weight,\n    mid_value_weight,\n    small_core_weight,\n    small_growth_weight,\n    small_value_weight,\n    unknown_weight,\n    equity_classification,\n  } = stock\n\n  const data: WeightMap = {\n    LARGE_CORE: large_core_weight ?? 0,\n    LARGE_GROWTH: large_growth_weight ?? 0,\n    LARGE_VALUE: large_value_weight ?? 0,\n    MID_CORE: mid_core_weight ?? 0,\n    MID_GROWTH: mid_growth_weight ?? 0,\n    MID_VALUE: mid_value_weight ?? 0,\n    SMALL_CORE: small_core_weight ?? 0,\n    SMALL_GROWTH: small_growth_weight ?? 0,\n    SMALL_VALUE: small_value_weight ?? 0,\n    UNKNOWN: unknown_weight ?? 0,\n  }\n\n  if (sumValues(data) === 0 && equity_classification !== undefined) {\n    const key =\n      EquityClassificationValues[equity_classification as keyof typeof EquityClassificationValues]\n    return { [key]: 100 }\n  }\n\n  return data\n}\n\nexport const extractValueFromWeight = (\n  holding: Holding,\n  extractWeightFn: (h: Holding) => WeightMap,\n  classificationValues: Record<string, string>,\n): WeightMap => {\n  const weights = extractWeightFn(holding)\n  const value = getHoldingValue(holding)\n  const weightedValues = calculateWeightedValue(weights, value)\n\n  if (sumValues(weightedValues) === 0) {\n    const classificationKey = String(\n      holding.equity_classification ?? holding.fixed_income_classification,\n    )\n\n    if (!(classificationKey in classificationValues))\n      throw new Error(`Invalid classification key: ${classificationKey}`)\n    return { [classificationValues[classificationKey]]: value }\n  }\n\n  return weightedValues\n}\n\nexport const formatKey = (key: string): string =>\n  key\n    .split('_')\n    .map((word) => word.charAt(0).toUpperCase() + word.slice(1).toLowerCase())\n    .join(' ')\n\nexport const formatPercent = (value: number): string =>\n  value >= 1 ? `${numeral(value).format('0')}%` : '< 1%'\n\nexport const getHoldingValue = (holding: Holding): number =>\n  holding.calculated_market_value ?? holding.market_value\n\nexport const getValidHoldings = (\n  holdings: Holding[],\n  extractWeightFn: (holding: Holding) => WeightMap,\n): Holding[] => {\n  return holdings.filter((holding) => {\n    const weight = 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