@mx-cartographer/experiences 9.2.4-alpha.al5 → 9.3.0-alph.bb2

package/dist/investments/components/allocation/InvestementAllocationList.es.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"InvestementAllocationList.es.js","names":[],"sources":["../../../../src/investments/components/allocation/InvestementAllocationList.tsx"],"sourcesContent":["import React from 'react'\n\nimport Box from '@mui/material/Box'\nimport Collapse from '@mui/material/Collapse'\nimport Divider from '@mui/material/Divider'\nimport List from '@mui/material/List'\nimport ListItem from '@mui/material/ListItem'\nimport ListItemButton from '@mui/material/ListItemButton'\nimport Stack from '@mui/material/Stack'\nimport ToggleButton from '@mui/material/ToggleButton'\nimport ToggleButtonGroup from '@mui/material/ToggleButtonGroup'\n\nimport { Text } from '@mxenabled/mxui'\n\nimport { useGlobalCopyStore, useScreenSize } from '../../../common'\nimport { EmptyStateFooterComponent } from '../EmptyStateFooterComponent'\nimport { InvestmentsData } from './InvestmentsAllocationChart'\nimport { currencyDisplay, percentageDisplay } from './util/createInvestementsAllocationData'\n\ninterface InvestmentAllocationListProps {\n  data: InvestmentsData\n  onSelected: (id: string) => void\n  selectedId?: string\n  selectedTabs: number\n  setSelectedTabs: (value: number) => void\n}\n\nexport const InvestementAllocationList = ({\n  data,\n  onSelected,\n  selectedId,\n  selectedTabs,\n  setSelectedTabs,\n}: InvestmentAllocationListProps) => {\n  const handleChange = (_: React.SyntheticEvent, newValue: number) => {\n    if (newValue !== null) {\n      setSelectedTabs(newValue)\n    }\n  }\n  const { isMobile } = useScreenSize()\n  const {\n    investments: { allocation: copy },\n  } = useGlobalCopyStore()\n\n  const toggleButtonsList = [\n    { label: copy.tabs_label_dollar, value: 0 },\n    { label: copy.tabs_label_percent, value: 1 },\n  ]\n  const isEmptyState = !data?.investmentsData.length\n  const { isSmallMobile } = useScreenSize()\n\n  return (\n    <Stack sx={{ mt: 15, gap: 12, width: isMobile ? 250 : 412 }}>\n      <ToggleButtonGroup\n        exclusive={true}\n        fullWidth={true}\n        onChange={handleChange}\n        value={isEmptyState ? -1 : selectedTabs}\n      >\n        {toggleButtonsList.map(({ label, value }) => (\n          <ToggleButton color=\"primary\" key={label} value={value}>\n            <Text bold={true} textTransform={'capitalize'} variant=\"body1\">\n              {label}\n            </Text>\n          </ToggleButton>\n        ))}\n      </ToggleButtonGroup>\n\n      <List sx={{ px: 12 }}>\n        {data.investmentsData.map((item) => (\n          <React.Fragment key={item.guid}>\n            <ListItem\n              disableGutters={true}\n              disablePadding={true}\n              sx={{\n                minHeight: 44,\n              }}\n            >\n              <ListItemButton\n                aria-expanded={Boolean(selectedId === item.guid)}\n                onClick={() => onSelected(item.guid)}\n                sx={{ minHeight: 44, px: 12, py: 0 }}\n              >\n                <Box\n                  borderRadius={4}\n                  flexShrink={0}\n                  height={8}\n                  sx={{ backgroundColor: item.color, mr: 8 }}\n                  width={8}\n                />\n                <Stack\n                  alignItems=\"center\"\n                  direction=\"row\"\n                  justifyContent=\"space-between\"\n                  width=\"100%\"\n                >\n                  <Text bold={selectedId === item.guid}>{item.displayName}</Text>\n                  <Text bold={selectedId === item.guid} variant=\"body1\">\n                    {selectedTabs === 0\n                      ? currencyDisplay(item.value)\n                      : percentageDisplay(item.percentage)}\n                  </Text>\n                </Stack>\n              </ListItemButton>\n            </ListItem>\n\n            <Divider />\n\n            {item.holdings && item.holdings.length > 0 && (\n              <Collapse in={Boolean(selectedId === item.guid)} unmountOnExit={true}>\n                <List>\n                  {item?.holdings?.map((subItem) => (\n                    <ListItem\n                      key={subItem.displayName}\n                      sx={{\n                        pl: 24,\n                        pr: 8,\n                        py: 0,\n                      }}\n                    >\n                      <Stack direction=\"row\" justifyContent=\"space-between\" width=\"100%\">\n                        <Text>{subItem.displayName} </Text>\n                        <Text>\n                          {selectedTabs === 0\n                            ? currencyDisplay(subItem.value)\n                            : percentageDisplay(subItem.percentage)}\n                        </Text>\n                      </Stack>\n                    </ListItem>\n                  ))}\n                  <Divider />\n                </List>\n              </Collapse>\n            )}\n          </React.Fragment>\n        ))}\n      </List>\n      {isEmptyState ? 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package/dist/investments/components/allocation/InvestmentsAllocationChart.es.js

@@ -0,0 +1,86 @@
+import L from "../../../common/components/charts/Donut.es.js";
+import { useGlobalCopyStore as I } from "../../../common/context/hooks.es.js";
+import { currencyDisplay as c, percentageDisplay as j } from "./util/createInvestementsAllocationData.es.js";
+import m from "react";
+import r from "@mui/material/Stack";
+import { P as M, Text as p } from "@mxenabled/mxui";
+import { Icon as b } from "@mxenabled/mx-icons";
+import { jsx as e, jsxs as u } from "react/jsx-runtime";
+import { useTheme as w } from "@mui/material/styles";
+var V = ({ data: t, hoveredId: h, isPercentage: g, onMouseEnter: f, onMouseLeave: y, onSelected: d, selectedId: o, size: i = 150, totalLabel: x }) => {
+  const s = w(), l = s.palette.mode === "dark", n = m.useMemo(() => o ? t.investmentsData.find(({ guid: G }) => G === o) : void 0, [o]), { investments: { allocation: D } } = I(), v = m.useMemo(() => t.donutData.length > 0 ? t.donutData : [{
+    id: "0",
+    color: s.palette.neutral.light,
+    value: 100
+  }], [t, s]), C = l ? "#0AC295" : "#09A57F", _ = l ? "grey.300" : "grey.700", k = () => n ? D.pie_chart_centered_click_for_details : g ? j(t.totalGainLossPercentage) : c(t.totalGainLoss), a = t.totalGainLoss >= 0 ? C : _;
+  return /* @__PURE__ */ e(L, {
+    data: v,
+    hoveredId: h,
+    onClick: d,
+    onMouseEnter: f,
+    onMouseLeave: y,
+    selectedId: o,
+    size: i,
+    children: /* @__PURE__ */ e(r, {
+      alignItems: "center",
+      height: "100%",
+      justifyContent: "center",
+      width: "100%",
+      children: /* @__PURE__ */ e(r, {
+        alignItems: "center",
+        justifyContent: "center",
+        minHeight: i,
+        minWidth: i,
+        children: /* @__PURE__ */ u(r, {
+          alignItems: "center",
+          sx: {
+            gap: {
+              xs: 4,
+              xl: 8
+            },
+            mb: {
+              xs: 4,
+              xl: 8
+            }
+          },
+          children: [
+            /* @__PURE__ */ e(p, {
+              color: "text.secondary",
+              noWrap: !0,
+              children: n?.displayName ?? x
+            }),
+            /* @__PURE__ */ e(M, {
+              color: "text.primary",
+              variant: "h1",
+              children: c(n?.value ?? t.totalMarketValue)
+            }),
+            /* @__PURE__ */ u(r, {
+              sx: {
+                alignItems: "center",
+                flexDirection: "row",
+                gap: 4
+              },
+              children: [!n && /* @__PURE__ */ e(b, {
+                name: t.totalGainLoss >= 0 ? "trending_up" : "trending_down",
+                size: 20,
+                sx: { color: a }
+              }), /* @__PURE__ */ e(p, {
+                sx: {
+                  color: a,
+                  fontWeight: 700
+                },
+                variant: "body2",
+                children: k()
+              })]
+            })
+          ]
+        })
+      })
+    })
+  });
+};
+export {
+  V as InvestementsAllocationChart
+};
+
+//# sourceMappingURL=InvestmentsAllocationChart.es.js.map

package/dist/investments/components/allocation/InvestmentsAllocationChart.es.js.map

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+{"version":3,"file":"InvestmentsAllocationChart.es.js","names":[],"sources":["../../../../src/investments/components/allocation/InvestmentsAllocationChart.tsx"],"sourcesContent":["import React from 'react'\n\nimport Stack from '@mui/material/Stack'\nimport { useTheme } from '@mui/material/styles'\n\nimport { P, Text } from '@mxenabled/mxui'\nimport { Icon } from '@mxenabled/mx-icons'\n\nimport { useGlobalCopyStore } from '../../../common'\nimport Donut from '../../../common/components/charts/Donut'\n\nimport {\n  currencyDisplay,\n  InvestmentsAllocationData,\n  percentageDisplay,\n} from './util/createInvestementsAllocationData'\n\nexport interface DonutData {\n  id: string\n  label?: string\n  color: string\n  value: number\n}\nexport interface InvestmentsData {\n  investmentsData: InvestmentsAllocationData[]\n  donutData: DonutData[]\n  totalAmount: number\n  totalGainLoss: number\n  totalMarketValue: number\n  totalGainLossPercentage: number\n}\ninterface InvestementAllocationProps {\n  data: InvestmentsData\n  hoveredId?: string\n  isPercentage?: boolean\n  onSelected: (id: string) => void\n  onMouseEnter: (id: string) => void\n  onMouseLeave: (id: string) => void\n  selectedId?: string\n  size?: number\n  totalLabel: string\n}\n\nexport const InvestementsAllocationChart: React.FC<InvestementAllocationProps> = ({\n  data,\n  hoveredId,\n  isPercentage,\n  onMouseEnter,\n  onMouseLeave,\n  onSelected,\n  selectedId,\n  size = 150,\n  totalLabel,\n}) => {\n  const theme = useTheme()\n  const isDarkMode = theme.palette.mode === 'dark'\n\n  const selectedInvestments = React.useMemo(\n    () =>\n      selectedId\n        ? data.investmentsData.find(({ guid }: InvestmentsAllocationData) => guid === selectedId)\n        : undefined,\n    [selectedId],\n  )\n  const {\n    investments: { allocation: copy },\n  } = useGlobalCopyStore()\n  const donutData = React.useMemo(() => {\n    if (data.donutData.length > 0) return data.donutData\n\n    // Empty Donut zero state\n    return [{ id: '0', color: theme.palette.neutral.light, value: 100 }]\n  }, [data, theme])\n\n  const gainDisplayColor = isDarkMode ? '#0AC295' : '#09A57F'\n  const lossDisplayColor = isDarkMode ? 'grey.300' : 'grey.700'\n\n  const getGainLossDisplay = () => {\n    if (selectedInvestments) return copy.pie_chart_centered_click_for_details\n    if (isPercentage) return percentageDisplay(data.totalGainLossPercentage)\n    return currencyDisplay(data.totalGainLoss)\n  }\n\n  const gainLossDisplayColor = data.totalGainLoss >= 0 ? gainDisplayColor : lossDisplayColor\n\n  return (\n    <Donut\n      data={donutData}\n      hoveredId={hoveredId}\n      onClick={onSelected}\n      onMouseEnter={onMouseEnter}\n      onMouseLeave={onMouseLeave}\n      selectedId={selectedId}\n      size={size}\n    >\n      <Stack alignItems=\"center\" height=\"100%\" justifyContent=\"center\" width=\"100%\">\n        <Stack alignItems=\"center\" justifyContent=\"center\" minHeight={size} minWidth={size}>\n          <Stack alignItems=\"center\" sx={{ gap: { xs: 4, xl: 8 }, mb: { xs: 4, xl: 8 } }}>\n            <Text color=\"text.secondary\" noWrap={true}>\n              {selectedInvestments?.displayName ?? totalLabel}\n            </Text>\n            <P color=\"text.primary\" variant=\"h1\">\n              {currencyDisplay(selectedInvestments?.value ?? data.totalMarketValue)}\n            </P>\n\n            <Stack sx={{ alignItems: 'center', flexDirection: 'row', gap: 4 }}>\n              {!selectedInvestments && (\n                <Icon\n                  name={data.totalGainLoss >= 0 ? 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package/dist/investments/components/allocation/util/createInvestementsAllocationData.es.js

@@ -0,0 +1,103 @@
+import { formatCurrency as k, formatPercentage as B } from "../../../../core/utils/NumberFormatting.es.js";
+var L = {
+  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"
+}, y = [
+  { 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" }
+], C = (e, l, c) => {
+  const i = c === void 0 ? 0 : l, t = c === void 0 ? l : c;
+  return e >= Math.min(i, t) && e < Math.max(i, t);
+}, h = (e, l, c) => {
+  const i = [...new Set(e.map((r) => r.name.toLowerCase()))];
+  let t;
+  return i.map((r) => {
+    const _ = e.reduce((m, o) => {
+      const p = o.name;
+      return p.toLowerCase() === r ? (t = p, v(o) * o[l] / 100 + m) : m;
+    }, 0);
+    return {
+      displayName: t,
+      name: t,
+      value: _,
+      percentage: _ / c
+    };
+  });
+}, v = (e) => e.calculated_market_value ? e.calculated_market_value : e.market_value, G = (e, l, c) => {
+  const i = Object.values(l.allocations_list), t = [];
+  let r = 0;
+  const _ = e.map(({ guid: a }) => a), m = c.filter(({ account_guid: a }) => _.includes(a)).map((a) => ({
+    ...a,
+    name: a.symbol || a.description,
+    gainLoss: a.cost_basis || a.cost_basis === 0 ? v(a) - a.cost_basis : 0
+  })), { cashBalance: o, totalAccountBalance: p } = e.reduce((a, n) => ({
+    cashBalance: a.cashBalance + (n.cash_balance || 0),
+    totalAccountBalance: a.totalAccountBalance + (n.balance || 0)
+  }), {
+    cashBalance: 0,
+    totalAccountBalance: 0
+  }), { marketValue: A, totalGainLoss: b } = m.reduce((a, n) => ({
+    marketValue: a.marketValue + v(n),
+    totalGainLoss: a.totalGainLoss + n.gainLoss
+  }), {
+    marketValue: 0,
+    totalGainLoss: 0
+  }), f = A + o;
+  return y.forEach((a, n) => {
+    const d = m.filter((u) => !!u[a.name]);
+    let s = d.reduce((u, D) => u + v(D) * D[a.name] / 100, 0);
+    const g = h(d, a.name, s);
+    if (a.name === "allocations_cash" && o > 0) {
+      s += o;
+      const u = {
+        displayName: l.cash_balance_display_name,
+        name: "allocations_name",
+        value: o,
+        percentage: o / f
+      };
+      g.push(u);
+    }
+    s > 0 && (t.push({
+      name: a.name,
+      displayName: i[n],
+      guid: `${a.name}-${n}`,
+      holdings: g,
+      percentage: s / f,
+      value: s,
+      color: L[a.name]
+    }), r += s);
+  }), {
+    investmentsData: t,
+    donutData: t.map(({ displayName: a, guid: n, color: d, value: s }) => ({
+      id: n,
+      color: d,
+      label: a,
+      value: s / r * 100
+    })),
+    totalAmount: r,
+    totalGainLoss: b,
+    totalMarketValue: f,
+    totalGainLossPercentage: b / p
+  };
+}, w = (e) => e < 1e-3 ? "< 0.1%" : B(e), E = (e) => e === 0 ? k(e, "0,0.00") : C(e, -0.01, 0.01) ? "< $0.01" : k(e, "0,0.00");
+export {
+  G as createInvestmentsAllocationData,
+  E as currencyDisplay,
+  w as percentageDisplay
+};
+
+//# sourceMappingURL=createInvestementsAllocationData.es.js.map

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

@@ -0,0 +1 @@
+{"version":3,"file":"createInvestementsAllocationData.es.js","names":[],"sources":["../../../../../src/investments/components/allocation/util/createInvestementsAllocationData.tsx"],"sourcesContent":["import { Account, Holding } from '../../../../core'\nimport { InvestmentAllocationCopy } from '../../../../core/types/localization/InvestmentsCopy'\nimport type { DonutData } from '../InvestmentsAllocationChart'\nimport { formatCurrency, formatPercentage } from '../../../../core/utils/NumberFormatting'\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 ? 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