@mx-cartographer/experiences 9.4.20 → 9.4.21

package/CHANGELOG.md

@@ -1,3 +1,8 @@
+## [9.4.21] - 09-15-2026
+
+- **FIXED** - Investments widget showed a false 100% gain on holdings with a null `cost_basis` (exposed once MEW-4073 enriched `market_value`), because gain/loss treated an unknown basis as `0`. Basis now resolves via a shared helper (`getHoldingGainLoss`): `cost_basis` when set (including a real `0`), else `purchase_price`, else "—" instead of a fabricated 0/100% — applied to the holding rows, Cost Basis column, account rollup, the Overview total-portfolio gain/loss, and the Allocation donut (including its center) so an all-unknown-basis portfolio shows "—" rather than a fabricated $0.00. The inline editor still seeds from the raw `cost_basis` so an untouched edit never persists `purchase_price` back to Abacus, and editing a basis on mobile now re-derives the drawer's gain/loss instead of leaving it stale (MEW-3791)
+- **ADDED** - `getHoldingMarketValue`, `getHoldingCostBasis`, and `getHoldingGainLoss` helpers in `core/utils/InvestmentUtil` as the single source of truth for holding valuation and gain/loss, with unit coverage (MEW-3791)
+
 ## [9.4.20] - 09-15-2026
 
 - **ADDED** - DataDog RUM for Pulse and MDB

package/dist/core/utils/InvestmentUtil.d.ts

@@ -5,6 +5,15 @@ export declare const isMeaningfulNumber: (value: unknown) => boolean;
 export declare const isValidClassification: (value: unknown) => boolean;
 export declare const holdingHasStyleData: (holding: Holding) => boolean;
 export declare const holdingHasAllocationData: (holding: Holding) => boolean;
+export declare const getHoldingMarketValue: (holding: Holding) => number;
+export declare const getHoldingCostBasis: (holding: Holding) => number | null;
+export interface HoldingGainLoss {
+    available: boolean;
+    basis: number;
+    gainLoss: number;
+    gainLossPercentage: number;
+}
+export declare const getHoldingGainLoss: (holding: Holding) => HoldingGainLoss;
 export declare const createGroups: (classificationObj: Record<number, string>, groupSize?: number) => string[][];
 export declare const bondGroups: string[][];
 export declare const stockGroups: string[][];

package/dist/core/utils/InvestmentUtil.es.js

@@ -1,92 +1,110 @@
-import { ALLOCATION_KEYS as V, AnalysisType as k, EquityClassificationTypes as A, EquityClassificationValues as m, FixedIncomeClassificationTypes as G, FixedIncomeClassificationValues as f, STYLE_WEIGHT_KEYS as T } from "../constants/Investments.es.js";
+import { ALLOCATION_KEYS as O, AnalysisType as V, EquityClassificationTypes as A, EquityClassificationValues as m, FixedIncomeClassificationTypes as G, FixedIncomeClassificationValues as f, STYLE_WEIGHT_KEYS as T } from "../constants/Investments.es.js";
 import W from "numeral";
-var S = 80, x = 120, h = (e) => e > S && e < x, C = (e) => {
+var C = 80, H = 120, d = (e) => e > C && e < H, S = (e) => {
   const t = Number(e);
   return Number.isFinite(t) && t !== 0;
-}, d = (e) => {
+}, p = (e) => {
   const t = Number(e);
   return Number.isFinite(t) && t >= 1 && t <= 9;
-}, F = (e) => {
+}, K = (e) => {
   const t = T.reduce((r, s) => r + (Number(e[s]) || 0), 0);
-  return h(t) || t === 0 && (d(e.equity_classification) || d(e.fixed_income_classification));
-}, q = (e) => V.some((t) => C(e[t])), E = (e, t = 3) => {
+  return d(t) || t === 0 && (p(e.equity_classification) || p(e.fixed_income_classification));
+}, U = (e) => O.some((t) => S(e[t])), x = (e) => e.calculated_market_value ?? e.market_value ?? 0, I = (e) => Number.isFinite(e.cost_basis) ? e.cost_basis : Number.isFinite(e.purchase_price) ? e.purchase_price : null, Y = (e) => {
+  const t = I(e);
+  if (t === null) return {
+    available: !1,
+    basis: 0,
+    gainLoss: 0,
+    gainLossPercentage: 0
+  };
+  const r = x(e) - t;
+  return {
+    available: !0,
+    basis: t,
+    gainLoss: r,
+    gainLossPercentage: t === 0 ? 0 : r / t * 100
+  };
+}, E = (e, t = 3) => {
   const r = Object.keys(e).map(Number).filter((a) => a !== 0).sort((a, i) => a - i), s = [];
   for (let a = 0; a < r.length; a += t) s.push(r.slice(a, a + t).map((i) => e[i]));
   return s;
-}, I = E(f), D = E(m), K = (e) => {
-  const t = p(e, w), r = p(e, y), s = (a, i) => {
-    const o = a.reduce((n, c) => n + N(c), 0), u = a.reduce((n, c) => {
-      const l = i(c);
-      return Object.keys(l).forEach((_) => n[_] = (n[_] || 0) + l[_]), n;
+}, D = E(f), M = E(m), B = (e) => {
+  const t = b(e, k), r = b(e, h), s = (a, i) => {
+    const o = a.reduce((n, c) => n + w(c), 0), l = a.reduce((n, c) => {
+      const u = i(c);
+      return Object.keys(u).forEach((_) => n[_] = (n[_] || 0) + u[_]), n;
     }, {});
-    return Object.fromEntries(Object.entries(u).map(([n, c]) => [n, c / o * 100]));
+    return Object.fromEntries(Object.entries(l).map(([n, c]) => [n, c / o * 100]));
   };
   return {
-    stocks: s(t, L),
-    bonds: s(r, b)
+    stocks: s(t, y),
+    bonds: s(r, L)
   };
-}, U = (e) => {
-  const t = e.filter((a) => !isNaN(a.equity_classification)), r = e.filter((a) => !isNaN(a.fixed_income_classification)), s = (a, i, o) => a.reduce((u, n) => {
+}, P = (e) => {
+  const t = e.filter((a) => !isNaN(a.equity_classification)), r = e.filter((a) => !isNaN(a.fixed_income_classification)), s = (a, i, o) => a.reduce((l, n) => {
     const c = i(n);
-    return Object.keys(o).forEach((l) => {
-      u[l] = (u[l] || 0) + (c[l] || 0);
-    }), u;
+    return Object.keys(o).forEach((u) => {
+      l[u] = (l[u] || 0) + (c[u] || 0);
+    }), l;
   }, {});
   return {
-    stocks: s(t, L, A),
-    bonds: s(r, b, G)
+    stocks: s(t, y, A),
+    bonds: s(r, L, G)
   };
-}, H = (e, t) => Object.fromEntries(Object.entries(e).map(([r, s]) => [r, s * t / 100])), b = (e) => O(e, y, f), y = (e) => {
+}, j = (e, t) => Object.fromEntries(Object.entries(e).map(([r, s]) => [r, s * t / 100])), L = (e) => N(e, h, f), h = (e) => {
   const t = e.fixed_income_classification;
   return { [f[t]]: 100 };
-}, L = (e) => O(e, w, m), w = (e) => {
-  const { large_core_weight: t, large_growth_weight: r, large_value_weight: s, mid_core_weight: a, mid_growth_weight: i, mid_value_weight: o, small_core_weight: u, small_growth_weight: n, small_value_weight: c, unknown_weight: l, equity_classification: _ } = e, g = {
+}, y = (e) => N(e, k, m), k = (e) => {
+  const { large_core_weight: t, large_growth_weight: r, large_value_weight: s, mid_core_weight: a, mid_growth_weight: i, mid_value_weight: o, small_core_weight: l, small_growth_weight: n, small_value_weight: c, unknown_weight: u, equity_classification: _ } = e, g = {
     LARGE_CORE: t ?? 0,
     LARGE_GROWTH: r ?? 0,
     LARGE_VALUE: s ?? 0,
     MID_CORE: a ?? 0,
     MID_GROWTH: i ?? 0,
     MID_VALUE: o ?? 0,
-    SMALL_CORE: u ?? 0,
+    SMALL_CORE: l ?? 0,
     SMALL_GROWTH: n ?? 0,
     SMALL_VALUE: c ?? 0,
-    UNKNOWN: l ?? 0
+    UNKNOWN: u ?? 0
   };
   return v(g) === 0 && _ !== void 0 ? { [m[_]]: 100 } : g;
-}, O = (e, t, r) => {
-  const s = t(e), a = N(e), i = H(s, a);
+}, N = (e, t, r) => {
+  const s = t(e), a = w(e), i = j(s, a);
   if (v(i) === 0) {
     const o = String(e.equity_classification ?? e.fixed_income_classification);
     if (o in r) return { [r[o]]: a };
     console.error(`Invalid classification key: ${o}`);
   }
   return i;
-}, Y = (e) => e.split("_").map((t) => t.charAt(0).toUpperCase() + t.slice(1).toLowerCase()).join(" "), j = (e) => e >= 1 ? `${W(e).format("0")}%` : "< 1%", N = (e) => e.calculated_market_value ?? e.market_value, p = (e, t) => e.filter((r) => {
+}, $ = (e) => e.split("_").map((t) => t.charAt(0).toUpperCase() + t.slice(1).toLowerCase()).join(" "), F = (e) => e >= 1 ? `${W(e).format("0")}%` : "< 1%", w = (e) => e.calculated_market_value ?? e.market_value, b = (e, t) => e.filter((r) => {
   const s = t(r);
-  return h(v(s));
-}), B = (e, t) => {
-  const r = t === k.Stocks ? D : I, s = e[t];
-  return !s || Object.keys(s).length === 0 ? r.map((a) => a.map(() => "0%")) : r.map((a) => a.map((i) => j(s[i] ?? 0)));
+  return d(v(s));
+}), X = (e, t) => {
+  const r = t === V.Stocks ? M : D, s = e[t];
+  return !s || Object.keys(s).length === 0 ? r.map((a) => a.map(() => "0%")) : r.map((a) => a.map((i) => F(s[i] ?? 0)));
 }, v = (e) => Object.values(e).reduce((t, r) => t + r, 0);
 export {
-  K as analysisChartData,
-  U as analysisDetailsData,
-  I as bondGroups,
-  H as calculateWeightedValue,
+  B as analysisChartData,
+  P as analysisDetailsData,
+  D as bondGroups,
+  j as calculateWeightedValue,
   E as createGroups,
-  y as extractBondWeight,
-  w as extractStockWeight,
-  O as extractValueFromWeight,
-  Y as formatKey,
-  j as formatPercent,
-  N as getHoldingValue,
-  p as getValidHoldings,
-  q as holdingHasAllocationData,
-  F as holdingHasStyleData,
-  C as isMeaningfulNumber,
-  d as isValidClassification,
-  B as mapDataToPercentageGrid,
-  D as stockGroups,
+  h as extractBondWeight,
+  k as extractStockWeight,
+  N as extractValueFromWeight,
+  $ as formatKey,
+  F as formatPercent,
+  I as getHoldingCostBasis,
+  Y as getHoldingGainLoss,
+  x as getHoldingMarketValue,
+  w as getHoldingValue,
+  b as getValidHoldings,
+  U as holdingHasAllocationData,
+  K as holdingHasStyleData,
+  S as isMeaningfulNumber,
+  p as isValidClassification,
+  X as mapDataToPercentageGrid,
+  M as stockGroups,
   v as sumValues
 };
 

package/dist/core/utils/InvestmentUtil.es.js.map

@@ -1 +1 @@
-{"version":3,"file":"InvestmentUtil.es.js","names":[],"sources":["../../../src/core/utils/InvestmentUtil.ts"],"sourcesContent":["import numeral from 'numeral'\n\nimport type { Holding } from '../types'\n\nimport {\n  ALLOCATION_KEYS,\n  AnalysisType,\n  EquityClassificationTypes,\n  EquityClassificationValues,\n  FixedIncomeClassificationTypes,\n  FixedIncomeClassificationValues,\n  STYLE_WEIGHT_KEYS,\n} from '../constants/Investments'\n\ntype WeightMap = Record<string, number>\n\n// The render band getValidHoldings keeps; the analysis gate reuses it so the\n// tab never enables onto an all-zero grid.\nconst STYLE_WEIGHT_MIN = 80\nconst STYLE_WEIGHT_MAX = 120\nconst isInStyleWeightBand = (total: number): boolean =>\n  total > STYLE_WEIGHT_MIN && total < STYLE_WEIGHT_MAX\n\n// Coerces so a stringified number counts; null/\"\"/\"0\"/NaN/0 all mean \"no data\".\nexport const isMeaningfulNumber = (value: unknown): boolean => {\n  const n = Number(value)\n  return Number.isFinite(n) && n !== 0\n}\n\n// Classification 0 is UNKNOWN; only 1..9 represent real data.\nexport const isValidClassification = (value: unknown): boolean => {\n  const n = Number(value)\n  return Number.isFinite(n) && n >= 1 && n <= 9\n}\n\n// Classification only counts when style weights sum to 0, matching\n// extractWeight's fallback — otherwise a partial (out-of-band) total that\n// getValidHoldings drops would wrongly enable the tab onto an empty grid.\nexport const holdingHasStyleData = (holding: Holding): boolean => {\n  const styleTotal = STYLE_WEIGHT_KEYS.reduce((sum, key) => sum + (Number(holding[key]) || 0), 0)\n  return (\n    isInStyleWeightBand(styleTotal) ||\n    (styleTotal === 0 &&\n      (isValidClassification(holding.equity_classification) ||\n        isValidClassification(holding.fixed_income_classification)))\n  )\n}\n\nexport const holdingHasAllocationData = (holding: Holding): boolean =>\n  ALLOCATION_KEYS.some((key) => isMeaningfulNumber(holding[key]))\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      return { [classificationValues[classificationKey]]: value }\n    } else {\n      console.error(`Invalid classification key: ${classificationKey}`)\n    }\n  }\n\n  return weightedValues\n}\n\nexport const formatKey = (key: string): string =>\n  key\n    .split('_')\n    .map((word) => word.charAt(0).toUpperCase() + word.slice(1).toLowerCase())\n    .join(' ')\n\nexport const formatPercent = (value: number): string =>\n  value >= 1 ? `${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 = extractWeightFn(holding)\n    return isInStyleWeightBand(sumValues(weight))\n  })\n}\n\nexport const mapDataToPercentageGrid = (\n  data: Record<AnalysisType, Record<string, number>>,\n  analysisType: AnalysisType,\n): string[][] => {\n  const groups = analysisType === AnalysisType.Stocks ? stockGroups : bondGroups\n\n  const selected = data[analysisType]\n  if (!selected || Object.keys(selected).length === 0)\n    return groups.map((group) => group.map(() => '0%'))\n\n  return groups.map((group) => group.map((key) => formatPercent(selected[key] ?? 0)))\n}\n\nexport const sumValues = (obj: WeightMap): number =>\n  Object.values(obj).reduce((acc, val) => acc + val, 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+{"version":3,"file":"InvestmentUtil.es.js","names":[],"sources":["../../../src/core/utils/InvestmentUtil.ts"],"sourcesContent":["import numeral from 'numeral'\n\nimport type { Holding } from '../types'\n\nimport {\n  ALLOCATION_KEYS,\n  AnalysisType,\n  EquityClassificationTypes,\n  EquityClassificationValues,\n  FixedIncomeClassificationTypes,\n  FixedIncomeClassificationValues,\n  STYLE_WEIGHT_KEYS,\n} from '../constants/Investments'\n\ntype WeightMap = Record<string, number>\n\n// The render band getValidHoldings keeps; the analysis gate reuses it so the\n// tab never enables onto an all-zero grid.\nconst STYLE_WEIGHT_MIN = 80\nconst STYLE_WEIGHT_MAX = 120\nconst isInStyleWeightBand = (total: number): boolean =>\n  total > STYLE_WEIGHT_MIN && total < STYLE_WEIGHT_MAX\n\n// Coerces so a stringified number counts; null/\"\"/\"0\"/NaN/0 all mean \"no data\".\nexport const isMeaningfulNumber = (value: unknown): boolean => {\n  const n = Number(value)\n  return Number.isFinite(n) && n !== 0\n}\n\n// Classification 0 is UNKNOWN; only 1..9 represent real data.\nexport const isValidClassification = (value: unknown): boolean => {\n  const n = Number(value)\n  return Number.isFinite(n) && n >= 1 && n <= 9\n}\n\n// Classification only counts when style weights sum to 0, matching\n// extractWeight's fallback — otherwise a partial (out-of-band) total that\n// getValidHoldings drops would wrongly enable the tab onto an empty grid.\nexport const holdingHasStyleData = (holding: Holding): boolean => {\n  const styleTotal = STYLE_WEIGHT_KEYS.reduce((sum, key) => sum + (Number(holding[key]) || 0), 0)\n  return (\n    isInStyleWeightBand(styleTotal) ||\n    (styleTotal === 0 &&\n      (isValidClassification(holding.equity_classification) ||\n        isValidClassification(holding.fixed_income_classification)))\n  )\n}\n\nexport const holdingHasAllocationData = (holding: Holding): boolean =>\n  ALLOCATION_KEYS.some((key) => isMeaningfulNumber(holding[key]))\n\n// Enriched market value from Custodian; falls back to the raw feed value.\nexport const getHoldingMarketValue = (holding: Holding): number =>\n  holding.calculated_market_value ?? holding.market_value ?? 0\n\n// The cost basis to measure gain/loss against. `cost_basis` is user-edited and\n// persists in Abacus; it is null until someone sets it. `purchase_price` is the\n// cumulative feed cost for all shares and is a valid stand-in. A basis of 0 is a\n// real value (e.g. a gifted holding) and must be kept, so only null/undefined/\n// non-finite is treated as \"no basis known\".\n//\n// Returns null when neither value is known — callers must NOT coerce that to 0,\n// which would fabricate a 100% gain (the MEW-4073 symptom: market_value became\n// enriched/non-zero while cost_basis stayed null).\nexport const getHoldingCostBasis = (holding: Holding): number | null => {\n  if (Number.isFinite(holding.cost_basis)) return holding.cost_basis\n  if (Number.isFinite(holding.purchase_price)) return holding.purchase_price\n  return null\n}\n\nexport interface HoldingGainLoss {\n  available: boolean\n  basis: number\n  gainLoss: number\n  gainLossPercentage: number\n}\n\n// Single source of truth for a holding's gain/loss. When no cost basis is known,\n// `available` is false and callers should render \"—\" rather than a fake 0/100%.\nexport const getHoldingGainLoss = (holding: Holding): HoldingGainLoss => {\n  const basis = getHoldingCostBasis(holding)\n  if (basis === null) {\n    return { available: false, basis: 0, gainLoss: 0, gainLossPercentage: 0 }\n  }\n  const gainLoss = getHoldingMarketValue(holding) - basis\n  return {\n    available: true,\n    basis,\n    gainLoss,\n    gainLossPercentage: basis === 0 ? 0 : (gainLoss / basis) * 100,\n  }\n}\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      return { [classificationValues[classificationKey]]: value }\n    } else {\n      console.error(`Invalid classification key: ${classificationKey}`)\n    }\n  }\n\n  return weightedValues\n}\n\nexport const formatKey = (key: string): string =>\n  key\n    .split('_')\n    .map((word) => word.charAt(0).toUpperCase() + word.slice(1).toLowerCase())\n    .join(' ')\n\nexport const formatPercent = (value: number): string =>\n  value >= 1 ? `${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 = extractWeightFn(holding)\n    return isInStyleWeightBand(sumValues(weight))\n  })\n}\n\nexport const mapDataToPercentageGrid = (\n  data: Record<AnalysisType, Record<string, number>>,\n  analysisType: AnalysisType,\n): string[][] => {\n  const groups = analysisType === AnalysisType.Stocks ? stockGroups : bondGroups\n\n  const selected = data[analysisType]\n  if (!selected || Object.keys(selected).length === 0)\n    return groups.map((group) => group.map(() => '0%'))\n\n  return groups.map((group) => group.map((key) => formatPercent(selected[key] ?? 0)))\n}\n\nexport const sumValues = (obj: WeightMap): number =>\n  Object.values(obj).reduce((acc, val) => acc + val, 0)\n"],"mappings":";;AAkBA,IAAM,IAAmB,IACnB,IAAmB,KACnB,IAAA,CAAuB,MAC3B,IAAQ,KAAoB,IAAQ,GAGzB,IAAA,CAAsB,MAA4B;AAC7D,QAAM,IAAI,OAAO,CAAK;AACtB,SAAO,OAAO,SAAS,CAAC,KAAK,MAAM;AACrC,GAGa,IAAA,CAAyB,MAA4B;AAChE,QAAM,IAAI,OAAO,CAAK;AACtB,SAAO,OAAO,SAAS,CAAC,KAAK,KAAK,KAAK,KAAK;AAC9C,GAKa,IAAA,CAAuB,MAA8B;AAChE,QAAM,IAAa,EAAkB,OAAA,CAAQ,GAAK,MAAQ,KAAO,OAAO,EAAQ,CAAA,CAAI,KAAK,IAAI,CAAC;AAC9F,SACE,EAAoB,CAAU,KAC7B,MAAe,MACb,EAAsB,EAAQ,qBAAqB,KAClD,EAAsB,EAAQ,2BAA2B;AAEjE,GAEa,IAAA,CAA4B,MACvC,EAAgB,KAAA,CAAM,MAAQ,EAAmB,EAAQ,CAAA,CAAI,CAAC,GAGnD,IAAA,CAAyB,MACpC,EAAQ,2BAA2B,EAAQ,gBAAgB,GAWhD,IAAA,CAAuB,MAC9B,OAAO,SAAS,EAAQ,UAAU,IAAU,EAAQ,aACpD,OAAO,SAAS,EAAQ,cAAc,IAAU,EAAQ,iBACrD,MAYI,IAAA,CAAsB,MAAsC;AACvE,QAAM,IAAQ,EAAoB,CAAO;AACzC,MAAI,MAAU,KACZ,QAAO;AAAA,IAAE,WAAW;AAAA,IAAO,OAAO;AAAA,IAAG,UAAU;AAAA,IAAG,oBAAoB;AAAA,EAAE;AAE1E,QAAM,IAAW,EAAsB,CAAO,IAAI;AAClD,SAAO;AAAA,IACL,WAAW;AAAA,IACX,OAAA;AAAA,IACA,UAAA;AAAA,IACA,oBAAoB,MAAU,IAAI,IAAK,IAAW,IAAS;AAAA,EAC7D;AACF,GAEa,IAAA,CAAgB,GAA2C,IAAY,MAAM;AACxF,QAAM,IAAO,OAAO,KAAK,CAAiB,EACvC,IAAI,MAAM,EACV,OAAA,CAAQ,MAAM,MAAM,CAAC,EACrB,KAAA,CAAM,GAAG,MAAM,IAAI,CAAC,GAEjB,IAAS,CAAC;AAChB,WAAS,IAAI,GAAG,IAAI,EAAK,QAAQ,KAAK,EACpC,CAAA,EAAO,KAAK,EAAK,MAAM,GAAG,IAAI,CAAS,EAAE,IAAA,CAAK,MAAQ,EAAkB,CAAA,CAAI,CAAC;AAE/E,SAAO;AACT,GAEa,IAAa,EAAa,CAA+B,GACzD,IAAc,EAAa,CAA0B,GAErD,IAAA,CAAqB,MAAwB;AACxD,QAAM,IAAS,EAAiB,GAAU,CAAkB,GACtD,IAAQ,EAAiB,GAAU,CAAiB,GAEpD,IAAA,CAAoB,GAAkB,MAAoD;AAC9F,UAAM,IAAa,EAAM,OAAA,CAAQ,GAAK,MAAY,IAAM,EAAgB,CAAO,GAAG,CAAC,GAC7E,IAAc,EAAM,OAAA,CAAQ,GAAK,MAAY;AACjD,YAAM,IAAQ,EAAe,CAAO;AACpC,oBAAO,KAAK,CAAK,EAAE,QAAA,CAAS,MAAS,EAAI,CAAA,KAAQ,EAAI,CAAA,KAAQ,KAAK,EAAM,CAAA,CAAK,GACtE;AAAA,IACT,GAAG,CAAC,CAAc;AAElB,WAAO,OAAO,YACZ,OAAO,QAAQ,CAAW,EAAE,IAAA,CAAK,CAAC,GAAK,CAAA,MAAW,CAAC,GAAM,IAAQ,IAAc,GAAG,CAAC,CACrF;AAAA,EACF;AAOA,SAAO;AAAA,IAJL,QAAQ,EAAiB,GAAQ,CAA2B;AAAA,IAC5D,OAAO,EAAiB,GAAO,CAA0B;AAAA,EAGpD;AACT,GAEa,IAAA,CAAuB,MAAwB;AAC1D,QAAM,IAAS,EAAS,OAAA,CAAQ,MAAY,CAAC,MAAM,EAAQ,qBAAqB,CAAC,GAC3E,IAAQ,EAAS,OAAA,CAAQ,MAAY,CAAC,MAAM,EAAQ,2BAA2B,CAAC,GAEhF,IAAA,CACJ,GACA,GACA,MAEO,EAAS,OAAA,CAAQ,GAAK,MAAY;AACvC,UAAM,IAAS,EAAe,CAAO;AACrC,kBAAO,KAAK,CAAmB,EAAE,QAAA,CAAS,MAAW;AACnD,MAAA,EAAI,CAAA,KAAW,EAAI,CAAA,KAAW,MAAM,EAAO,CAAA,KAAW;AAAA,IACxD,CAAC,GACM;AAAA,EACT,GAAG,CAAC,CAAc;AAGpB,SAAO;AAAA,IACL,QAAQ,EAAgB,GAAQ,GAA6B,CAAyB;AAAA,IACtF,OAAO,EAAgB,GAAO,GAA4B,CAA8B;AAAA,EAC1F;AACF,GAEa,IAAA,CAA0B,GAAoB,MAClD,OAAO,YACZ,OAAO,QAAQ,CAAO,EAAE,IAAA,CAAK,CAAC,GAAK,CAAA,MAAY,CAAC,GAAM,IAAS,IAAS,GAAG,CAAC,CAC9E,GAGI,IAAA,CAA8B,MAClC,EAAuB,GAAM,GAAmB,CAA+B,GAEpE,IAAA,CAAqB,MAA6B;AAC7D,QAAM,IAAoB,EAAK;AAC/B,SAAO,EAAA,CACJ,EACC,CAAA,CAAA,GACE,IACN;AACF,GAEM,IAAA,CAA+B,MACnC,EAAuB,GAAO,GAAoB,CAA0B,GAEjE,IAAA,CAAsB,MAA8B;AAC/D,QAAM,EACJ,mBAAA,GACA,qBAAA,GACA,oBAAA,GACA,iBAAA,GACA,mBAAA,GACA,kBAAA,GACA,mBAAA,GACA,qBAAA,GACA,oBAAA,GACA,gBAAA,GACA,uBAAA,EAAA,IACE,GAEE,IAAkB;AAAA,IACtB,YAAY,KAAqB;AAAA,IACjC,cAAc,KAAuB;AAAA,IACrC,aAAa,KAAsB;AAAA,IACnC,UAAU,KAAmB;AAAA,IAC7B,YAAY,KAAqB;AAAA,IACjC,WAAW,KAAoB;AAAA,IAC/B,YAAY,KAAqB;AAAA,IACjC,cAAc,KAAuB;AAAA,IACrC,aAAa,KAAsB;AAAA,IACnC,SAAS,KAAkB;AAAA,EAC7B;AAEA,SAAI,EAAU,CAAI,MAAM,KAAK,MAA0B,SAG9C,EAAA,CADL,EAA2B,CAAA,CAAA,GACb,IAAI,IAGf;AACT,GAEa,IAAA,CACX,GACA,GACA,MACc;AACd,QAAM,IAAU,EAAgB,CAAO,GACjC,IAAQ,EAAgB,CAAO,GAC/B,IAAiB,EAAuB,GAAS,CAAK;AAE5D,MAAI,EAAU,CAAc,MAAM,GAAG;AACnC,UAAM,IAAoB,OACxB,EAAQ,yBAAyB,EAAQ,2BAC3C;AAEA,QAAI,KAAqB,EACvB,QAAO,EAAA,CAAG,EAAqB,CAAA,CAAA,GAAqB,EAAM;AAE1D,YAAQ,MAAM,+BAA+B,CAAA,EAAmB;AAAA,EAEpE;AAEA,SAAO;AACT,GAEa,IAAA,CAAa,MACxB,EACG,MAAM,GAAG,EACT,IAAA,CAAK,MAAS,EAAK,OAAO,CAAC,EAAE,YAAY,IAAI,EAAK,MAAM,CAAC,EAAE,YAAY,CAAC,EACxE,KAAK,GAAG,GAEA,IAAA,CAAiB,MAC5B,KAAS,IAAI,GAAG,EAAQ,CAAK,EAAE,OAAO,GAAG,CAAA,MAAO,QAErC,IAAA,CAAmB,MAC9B,EAAQ,2BAA2B,EAAQ,cAEhC,IAAA,CACX,GACA,MAEO,EAAS,OAAA,CAAQ,MAAY;AAClC,QAAM,IAAS,EAAgB,CAAO;AACtC,SAAO,EAAoB,EAAU,CAAM,CAAC;AAC9C,CAAC,GAGU,IAAA,CACX,GACA,MACe;AACf,QAAM,IAAS,MAAiB,EAAa,SAAS,IAAc,GAE9D,IAAW,EAAK,CAAA;AACtB,SAAI,CAAC,KAAY,OAAO,KAAK,CAAQ,EAAE,WAAW,IACzC,EAAO,IAAA,CAAK,MAAU,EAAM,IAAA,MAAU,IAAI,CAAC,IAE7C,EAAO,IAAA,CAAK,MAAU,EAAM,IAAA,CAAK,MAAQ,EAAc,EAAS,CAAA,KAAQ,CAAC,CAAC,CAAC;AACpF,GAEa,IAAA,CAAa,MACxB,OAAO,OAAO,CAAG,EAAE,OAAA,CAAQ,GAAK,MAAQ,IAAM,GAAK,CAAC"}

package/dist/investments/components/HoldingDrawer.d.ts

@@ -5,7 +5,10 @@ interface HoldingDetail {
     qty: number;
     holding: string;
     costBasis: number;
+    rawCostBasis: number;
     totalGainLoss: number;
+    gainLossAvailable: boolean;
+    gainLossBasis: number;
     marketValue: number;
 }
 interface InvestmentDetailsDrawerProps {

package/dist/investments/components/HoldingDrawer.es.js

@@ -1,27 +1,27 @@
 import { useGlobalCopyStore as D } from "../../common/context/hooks.es.js";
-import S from "../../common/components/drawer/Drawer.es.js";
-import C from "react";
-import { observer as W } from "mobx-react-lite";
-import { InstitutionLogo as L, Text as r } from "@mxenabled/mxui";
+import L from "../../common/components/drawer/Drawer.es.js";
+import S from "react";
+import { observer as C } from "mobx-react-lite";
+import { InstitutionLogo as W, Text as r } from "@mxenabled/mxui";
 import { Icon as d } from "@mxenabled/mx-icons";
-import { jsx as t, jsxs as i } from "react/jsx-runtime";
-import I from "@mui/material/IconButton";
-import _ from "@mui/material/TextField";
+import { Fragment as I, jsx as t, jsxs as i } from "react/jsx-runtime";
+import _ from "@mui/material/IconButton";
+import k from "@mui/material/TextField";
 import n from "@mui/system/Stack";
-import k from "@mui/material/Accordion";
+import F from "@mui/material/Accordion";
 import G from "@mui/material/AccordionDetails";
 import B from "@mui/material/AccordionSummary";
-var F = ({ accountHoldingsData: o, currentEditedCostBasis: x, editingHoldingId: p, handleCostBasisBlur: u, handleCostBasisClick: y, handleCostBasisChange: f, handleCostBasisKeyDown: h, isOpen: v, onClose: w }) => {
-  const { investments: a } = D(), [s, b] = C.useState({}), g = (e) => (c, l) => {
-    b((m) => ({
+var A = ({ accountHoldingsData: o, currentEditedCostBasis: x, editingHoldingId: p, handleCostBasisBlur: u, handleCostBasisClick: y, handleCostBasisChange: v, handleCostBasisKeyDown: f, isOpen: h, onClose: b }) => {
+  const { investments: a } = D(), [s, w] = S.useState({}), g = (e) => (c, l) => {
+    w((m) => ({
       ...m,
       [e]: l
     }));
   };
-  return /* @__PURE__ */ i(S, {
+  return /* @__PURE__ */ i(L, {
     ariaLabelClose: a.overview.close_investment_drawer,
-    isOpen: v,
-    onClose: w,
+    isOpen: h,
+    onClose: b,
     title: a.overview.investment_details,
     children: [
       /* @__PURE__ */ i(n, {
@@ -30,7 +30,7 @@ var F = ({ accountHoldingsData: o, currentEditedCostBasis: x, editingHoldingId:
           p: 24
         },
         children: [
-          /* @__PURE__ */ t(L, {
+          /* @__PURE__ */ t(W, {
             alt: o.accounts.institutionName || "",
             institutionGuid: o.accounts.institution_guid || "",
             size: 64
@@ -100,7 +100,7 @@ var F = ({ accountHoldingsData: o, currentEditedCostBasis: x, editingHoldingId:
       }),
       o.holdings?.map((e, c) => {
         const l = p === e.id;
-        return /* @__PURE__ */ i(k, {
+        return /* @__PURE__ */ i(F, {
           disableGutters: !0,
           expanded: s[e.id] === !0,
           onChange: e ? g(e?.id) : () => {
@@ -189,13 +189,13 @@ var F = ({ accountHoldingsData: o, currentEditedCostBasis: x, editingHoldingId:
                       minimumFractionDigits: 2,
                       style: "currency"
                     })
-                  }), /* @__PURE__ */ i(n, {
+                  }), /* @__PURE__ */ t(n, {
                     sx: {
                       alignItems: "center",
                       gap: 2,
                       flexDirection: "row"
                     },
-                    children: [
+                    children: e.gainLossAvailable ? /* @__PURE__ */ i(I, { children: [
                       e.totalGainLoss !== 0 && /* @__PURE__ */ t(d, {
                         name: e.totalGainLoss >= 0 ? "trending_up" : "trending_down",
                         size: 12,
@@ -211,7 +211,7 @@ var F = ({ accountHoldingsData: o, currentEditedCostBasis: x, editingHoldingId:
                           fontWeight: e.totalGainLoss <= 0 ? 400 : 700
                         },
                         variant: "caption",
-                        children: e.costBasis ? `${(e.totalGainLoss / e.costBasis * 100).toFixed(2)}%` : "0.00%"
+                        children: e.gainLossBasis ? `${(e.totalGainLoss / e.gainLossBasis * 100).toFixed(2)}%` : "0.00%"
                       }),
                       /* @__PURE__ */ t(r, {
                         sx: { color: "grey.700" },
@@ -231,7 +231,11 @@ var F = ({ accountHoldingsData: o, currentEditedCostBasis: x, editingHoldingId:
                           style: "currency"
                         })
                       })
-                    ]
+                    ] }) : /* @__PURE__ */ t(r, {
+                      sx: { color: "grey.700" },
+                      variant: "caption",
+                      children: "—"
+                    })
                   })] }), /* @__PURE__ */ t(d, {
                     name: s[e.id] ? "expand_less" : "expand_more",
                     size: 20
@@ -285,11 +289,11 @@ var F = ({ accountHoldingsData: o, currentEditedCostBasis: x, editingHoldingId:
                     alignItems: "center",
                     gap: 4
                   },
-                  children: [l ? /* @__PURE__ */ t(_, {
+                  children: [l ? /* @__PURE__ */ t(k, {
                     autoFocus: !0,
                     onBlur: () => u(e.id),
-                    onChange: f,
-                    onKeyDown: (m) => h(m, e.id),
+                    onChange: v,
+                    onKeyDown: (m) => f(m, e.id),
                     size: "small",
                     sx: {
                       fontSize: 14,
@@ -309,14 +313,14 @@ var F = ({ accountHoldingsData: o, currentEditedCostBasis: x, editingHoldingId:
                       width: 58
                     },
                     variant: "body2",
-                    children: e.costBasis?.toLocaleString("en-US", {
+                    children: e.gainLossAvailable ? e.costBasis?.toLocaleString("en-US", {
                       currency: "USD",
                       maximumFractionDigits: 2,
                       minimumFractionDigits: 2,
                       style: "currency"
-                    })
-                  }), /* @__PURE__ */ t(I, {
-                    onClick: () => y(e.id, e.costBasis),
+                    }) : "—"
+                  }), /* @__PURE__ */ t(_, {
+                    onClick: () => y(e.id, e.rawCostBasis),
                     sx: {
                       minWidth: 16,
                       minHeight: 16
@@ -335,9 +339,9 @@ var F = ({ accountHoldingsData: o, currentEditedCostBasis: x, editingHoldingId:
       })
     ]
   });
-}, V = W(F);
+}, J = C(A);
 export {
-  V as default
+  J as default
 };
 
 //# sourceMappingURL=HoldingDrawer.es.js.map

package/dist/investments/components/HoldingDrawer.es.js.map

@@ -1 +1 @@
-{"version":3,"file":"HoldingDrawer.es.js","names":[],"sources":["../../../src/investments/components/HoldingDrawer.tsx"],"sourcesContent":["import React from 'react'\n\nimport { observer } from 'mobx-react-lite'\n\nimport Accordion from '@mui/material/Accordion'\nimport AccordionDetails from '@mui/material/AccordionDetails'\nimport AccordionSummary from '@mui/material/AccordionSummary'\nimport IconButton from '@mui/material/IconButton'\nimport TextField from '@mui/material/TextField'\nimport Stack from '@mui/system/Stack'\n\nimport { Icon } from '@mxenabled/mx-icons'\n\nimport { InstitutionLogo, Text } from '@mxenabled/mxui'\n\nimport { Drawer } from '../../common'\nimport { useGlobalCopyStore } from '../../common'\n\ninterface HoldingDetail {\n  id: string\n  description: string\n  qty: number\n  holding: string\n  costBasis: number\n  totalGainLoss: number\n  marketValue: number\n}\n\ninterface InvestmentDetailsDrawerProps {\n  accountHoldingsData: {\n    accounts: any\n    holdings: HoldingDetail[]\n  }\n  currentEditedCostBasis: string\n  editingHoldingId: string | null\n  handleCostBasisBlur: (id: string) => void\n  handleCostBasisChange: (event: React.ChangeEvent<HTMLInputElement>) => void\n  handleCostBasisClick: (holdingId: string, currentCostBasis: number) => void\n  handleCostBasisKeyDown: (event: React.KeyboardEvent<HTMLInputElement>, id: string) => void\n  isOpen: boolean\n  onClose: () => void\n}\n\nconst InvestmentDetailsDrawer: React.FC<InvestmentDetailsDrawerProps> = ({\n  accountHoldingsData,\n  currentEditedCostBasis,\n  editingHoldingId,\n  handleCostBasisBlur,\n  handleCostBasisClick,\n  handleCostBasisChange,\n  handleCostBasisKeyDown,\n  isOpen,\n  onClose,\n}) => {\n  const { investments: copy } = useGlobalCopyStore()\n  const [expandedStates, setExpandedStates] = React.useState<Record<string, boolean>>({})\n\n  const handleAccordionChange =\n    (holdingId: string) => (_event: React.SyntheticEvent, isExpanded: boolean) => {\n      setExpandedStates((prevStates) => ({\n        ...prevStates,\n        [holdingId]: isExpanded,\n      }))\n    }\n\n  return (\n    <Drawer\n      ariaLabelClose={copy.overview.close_investment_drawer}\n      isOpen={isOpen}\n      onClose={onClose}\n      title={copy.overview.investment_details}\n    >\n      <Stack sx={{ gap: 8, p: 24 }}>\n        <InstitutionLogo\n          alt={accountHoldingsData.accounts.institutionName || ''}\n          institutionGuid={accountHoldingsData.accounts.institution_guid || ''}\n          size={64}\n        />\n        <Text sx={{ color: 'text.primary' }} variant=\"body2\">\n          {accountHoldingsData.accounts.memberName}\n        </Text>\n        <Text sx={{ color: 'text.primary' }} variant=\"h2\">\n          {accountHoldingsData.accounts.user_name || accountHoldingsData.accounts.name}\n        </Text>\n\n        <Stack sx={{ alignItems: 'center', flexDirection: 'row', justifyContent: 'space-between' }}>\n          <Text sx={{ color: 'text.primary', fontWeight: 600 }} variant=\"body1\">\n            {copy.overview.current_balance}\n          </Text>\n\n          <Text sx={{ color: 'text.primary', fontWeight: 600 }} variant=\"body1\">\n            {accountHoldingsData.accounts.balance?.toLocaleString('en-US', {\n              currency: 'USD',\n              maximumFractionDigits: 2,\n              minimumFractionDigits: 2,\n              style: 'currency',\n            })}\n          </Text>\n        </Stack>\n      </Stack>\n\n      <Stack\n        sx={{\n          bgcolor: 'background.default',\n          flexDirection: 'row',\n          justifyContent: 'space-between',\n          px: 24,\n          py: 10,\n        }}\n      >\n        <Text sx={{ color: 'text.primary', fontWeight: 700 }} variant=\"caption\">\n          {copy.overview.holding}\n        </Text>\n        <Text sx={{ color: 'text.primary', fontWeight: 700 }} variant=\"caption\">\n          {copy.overview.market_value}\n        </Text>\n      </Stack>\n      {accountHoldingsData.holdings?.map((holding, index) => {\n        const isCurrentlyEditing = editingHoldingId === holding.id\n        return (\n          <Accordion\n            disableGutters={true}\n            expanded={expandedStates[holding.id] === true}\n            key={holding.id}\n            onChange={holding ? handleAccordionChange(holding?.id) : () => {}}\n            sx={{\n              ':before': index === 0 ? { opacity: 0 } : {},\n              '.MuiAccordionDetails-root': { p: 0 },\n            }}\n          >\n            <AccordionSummary\n              aria-controls=\"panel1a-content\"\n              id=\"panel1a-header\"\n              sx={[\n                { height: 64 },\n                expandedStates[holding.id] &&\n                  index > 0 && {\n                    borderTop: 1,\n                    borderColor: 'divider',\n                  },\n              ]}\n            >\n              <Stack sx={{ flexDirection: 'row', width: '100%' }}>\n                <div style={{ width: 24 }} />\n                <Stack\n                  sx={[\n                    {\n                      alignItems: 'center',\n                      flexDirection: 'row',\n                      justifyContent: 'space-between',\n                      pr: 24,\n                      py: 14,\n                      width: '100%',\n                    },\n                    expandedStates[holding.id] && {\n                      borderBottom: 1,\n                      borderColor: 'divider',\n                    },\n                  ]}\n                >\n                  <Stack\n                    sx={{\n                      alignItems: 'center',\n                      flex: 1,\n                      flexDirection: 'row',\n                      gap: 12,\n                      minWidth: 0,\n                    }}\n                  >\n                    <Stack sx={{ minWidth: 0, overflow: 'hidden' }}>\n                      <Text\n                        sx={{\n                          fontWeight: 600,\n                          display: '-webkit-box',\n                          WebkitBoxOrient: 'vertical',\n                          WebkitLineClamp: 1,\n                          overflow: 'hidden',\n                          overflowWrap: 'anywhere',\n                        }}\n                        variant=\"body1\"\n                      >\n                        {holding.holding}\n                      </Text>\n                      <Text\n                        sx={{\n                          display: '-webkit-box',\n                          WebkitBoxOrient: 'vertical',\n                          WebkitLineClamp: 2,\n                          overflow: 'hidden',\n                          overflowWrap: 'anywhere',\n                        }}\n                        variant=\"caption\"\n                      >\n                        {holding.description}\n                      </Text>\n                    </Stack>\n                  </Stack>\n\n                  <Stack\n                    sx={{\n                      alignItems: 'center',\n                      flexShrink: 0,\n                      flexDirection: 'row',\n                      gap: 12,\n                      justifyContent: 'flex-end',\n                    }}\n                  >\n                    <Stack>\n                      <Text sx={{ fontWeight: 600, textAlign: 'right' }} variant={'body1'}>\n                        {holding.marketValue?.toLocaleString('en-US', {\n                          currency: 'USD',\n                          maximumFractionDigits: 2,\n                          minimumFractionDigits: 2,\n                          style: 'currency',\n                        })}\n                      </Text>\n                      <Stack sx={{ alignItems: 'center', gap: 2, flexDirection: 'row' }}>\n                        {holding.totalGainLoss !== 0 && (\n                          <Icon\n                            name={holding.totalGainLoss >= 0 ? 'trending_up' : 'trending_down'}\n                            size={12}\n                            sx={{\n                              verticalAlign: 'middle',\n                              mr: 1,\n                              color: holding.totalGainLoss >= 0 ? 'success.main' : 'grey.700',\n                            }}\n                          />\n                        )}\n                        <Text\n                          sx={{\n                            color: holding.totalGainLoss <= 0 ? 'grey.700' : 'success.main',\n                            fontWeight: holding.totalGainLoss <= 0 ? 400 : 700,\n                          }}\n                          variant=\"caption\"\n                        >\n                          {holding.costBasis\n                            ? `${((holding.totalGainLoss / holding.costBasis) * 100).toFixed(2)}%`\n                            : '0.00%'}\n                        </Text>\n                        <Text sx={{ color: 'grey.700' }} variant=\"caption\">\n                          |\n                        </Text>\n                        <Text\n                          sx={{\n                            color: holding.totalGainLoss <= 0 ? 'grey.700' : 'success.main',\n                            fontWeight: holding.totalGainLoss <= 0 ? 400 : 700,\n                          }}\n                          variant=\"caption\"\n                        >\n                          {Math.abs(holding.totalGainLoss).toLocaleString('en-US', {\n                            currency: 'USD',\n                            maximumFractionDigits: 2,\n                            minimumFractionDigits: 2,\n                            style: 'currency',\n                          })}\n                        </Text>\n                      </Stack>\n                    </Stack>\n\n                    <Icon\n                      name={expandedStates[holding.id] ? 'expand_less' : 'expand_more'}\n                      size={20}\n                    />\n                  </Stack>\n                </Stack>\n              </Stack>\n            </AccordionSummary>\n            <AccordionDetails>\n              <Stack\n                sx={{\n                  alignItems: 'center',\n                  bgcolor: 'background.default',\n                  flexDirection: 'row',\n                  pl: 24,\n                }}\n              >\n                <Stack sx={{ width: 32 }} />\n                <Stack sx={{ flex: 1 }}>\n                  <Stack\n                    sx={{\n                      alignItems: 'center',\n                      borderBottom: 1,\n                      borderColor: 'divider',\n                      flexDirection: 'row',\n                      height: 48,\n                      justifyContent: 'space-between',\n                      pr: 24,\n                    }}\n                  >\n                    <Text sx={{ color: 'text.primary' }} variant=\"body1\">\n                      {copy.overview.quantity}\n                    </Text>\n                    <Text sx={{ color: 'text.primary' }} variant=\"body2\">\n                      {holding.qty}\n                    </Text>\n                  </Stack>\n                  <Stack\n                    sx={{\n                      alignItems: 'center',\n                      flexDirection: 'row',\n                      height: 48,\n                      justifyContent: 'space-between',\n                      pr: 24,\n                    }}\n                  >\n                    <Text sx={{ color: 'text.primary' }} variant=\"body1\">\n                      {copy.overview.cost_basis_header}\n                    </Text>\n\n                    <Stack\n                      direction=\"row\"\n                      sx={{\n                        alignItems: 'center',\n                        gap: 4,\n                      }}\n                    >\n                      {isCurrentlyEditing ? 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                   }}\n                          value={currentEditedCostBasis}\n                        />\n                      ) : (\n                        <Text sx={{ fontSize: 14, width: 58 }} variant=\"body2\">\n                          {holding.costBasis?.toLocaleString('en-US', {\n                            currency: 'USD',\n                            maximumFractionDigits: 2,\n                            minimumFractionDigits: 2,\n                            style: 'currency',\n                          })}\n                        </Text>\n                      )}\n\n                      <IconButton\n                        onClick={() => handleCostBasisClick(holding.id, holding.costBasis)}\n                        sx={{ minWidth: 16, minHeight: 16 }}\n                      >\n                        <Icon name={'stylus'} size={16} sx={{ color: 'grey.700' }} />\n                      </IconButton>\n                    </Stack>\n                  </Stack>\n                </Stack>\n              </Stack>\n            </AccordionDetails>\n          </Accordion>\n        )\n      })}\n    </Drawer>\n  )\n}\n\nexport default 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+{"version":3,"file":"HoldingDrawer.es.js","names":[],"sources":["../../../src/investments/components/HoldingDrawer.tsx"],"sourcesContent":["import React from 'react'\n\nimport { observer } from 'mobx-react-lite'\n\nimport Accordion from '@mui/material/Accordion'\nimport AccordionDetails from '@mui/material/AccordionDetails'\nimport AccordionSummary from '@mui/material/AccordionSummary'\nimport IconButton from '@mui/material/IconButton'\nimport TextField from '@mui/material/TextField'\nimport Stack from '@mui/system/Stack'\n\nimport { Icon } from '@mxenabled/mx-icons'\n\nimport { InstitutionLogo, Text } from '@mxenabled/mxui'\n\nimport { Drawer } from '../../common'\nimport { useGlobalCopyStore } from '../../common'\n\ninterface HoldingDetail {\n  id: string\n  description: string\n  qty: number\n  holding: string\n  costBasis: number\n  rawCostBasis: number\n  totalGainLoss: number\n  gainLossAvailable: boolean\n  gainLossBasis: number\n  marketValue: number\n}\n\ninterface InvestmentDetailsDrawerProps {\n  accountHoldingsData: {\n    accounts: any\n    holdings: HoldingDetail[]\n  }\n  currentEditedCostBasis: string\n  editingHoldingId: string | null\n  handleCostBasisBlur: (id: string) => void\n  handleCostBasisChange: (event: React.ChangeEvent<HTMLInputElement>) => void\n  handleCostBasisClick: (holdingId: string, currentCostBasis: number) => void\n  handleCostBasisKeyDown: (event: React.KeyboardEvent<HTMLInputElement>, id: string) => void\n  isOpen: boolean\n  onClose: () => void\n}\n\nconst InvestmentDetailsDrawer: React.FC<InvestmentDetailsDrawerProps> = ({\n  accountHoldingsData,\n  currentEditedCostBasis,\n  editingHoldingId,\n  handleCostBasisBlur,\n  handleCostBasisClick,\n  handleCostBasisChange,\n  handleCostBasisKeyDown,\n  isOpen,\n  onClose,\n}) => {\n  const { investments: copy } = useGlobalCopyStore()\n  const [expandedStates, setExpandedStates] = React.useState<Record<string, boolean>>({})\n\n  const handleAccordionChange =\n    (holdingId: string) => (_event: React.SyntheticEvent, isExpanded: boolean) => {\n      setExpandedStates((prevStates) => ({\n        ...prevStates,\n        [holdingId]: isExpanded,\n      }))\n    }\n\n  return (\n    <Drawer\n      ariaLabelClose={copy.overview.close_investment_drawer}\n      isOpen={isOpen}\n      onClose={onClose}\n      title={copy.overview.investment_details}\n    >\n      <Stack sx={{ gap: 8, p: 24 }}>\n        <InstitutionLogo\n          alt={accountHoldingsData.accounts.institutionName || ''}\n          institutionGuid={accountHoldingsData.accounts.institution_guid || ''}\n          size={64}\n        />\n        <Text sx={{ color: 'text.primary' }} variant=\"body2\">\n          {accountHoldingsData.accounts.memberName}\n        </Text>\n        <Text sx={{ color: 'text.primary' }} variant=\"h2\">\n          {accountHoldingsData.accounts.user_name || accountHoldingsData.accounts.name}\n        </Text>\n\n        <Stack sx={{ alignItems: 'center', flexDirection: 'row', justifyContent: 'space-between' }}>\n          <Text sx={{ color: 'text.primary', fontWeight: 600 }} variant=\"body1\">\n            {copy.overview.current_balance}\n          </Text>\n\n          <Text sx={{ color: 'text.primary', fontWeight: 600 }} variant=\"body1\">\n            {accountHoldingsData.accounts.balance?.toLocaleString('en-US', {\n              currency: 'USD',\n              maximumFractionDigits: 2,\n              minimumFractionDigits: 2,\n              style: 'currency',\n            })}\n          </Text>\n        </Stack>\n      </Stack>\n\n      <Stack\n        sx={{\n          bgcolor: 'background.default',\n          flexDirection: 'row',\n          justifyContent: 'space-between',\n          px: 24,\n          py: 10,\n        }}\n      >\n        <Text sx={{ color: 'text.primary', fontWeight: 700 }} variant=\"caption\">\n          {copy.overview.holding}\n        </Text>\n        <Text sx={{ color: 'text.primary', fontWeight: 700 }} variant=\"caption\">\n          {copy.overview.market_value}\n        </Text>\n      </Stack>\n      {accountHoldingsData.holdings?.map((holding, index) => {\n        const isCurrentlyEditing = editingHoldingId === holding.id\n        return (\n          <Accordion\n            disableGutters={true}\n            expanded={expandedStates[holding.id] === true}\n            key={holding.id}\n            onChange={holding ? handleAccordionChange(holding?.id) : () => {}}\n            sx={{\n              ':before': index === 0 ? { opacity: 0 } : {},\n              '.MuiAccordionDetails-root': { p: 0 },\n            }}\n          >\n            <AccordionSummary\n              aria-controls=\"panel1a-content\"\n              id=\"panel1a-header\"\n              sx={[\n                { height: 64 },\n                expandedStates[holding.id] &&\n                  index > 0 && {\n                    borderTop: 1,\n                    borderColor: 'divider',\n                  },\n              ]}\n            >\n              <Stack sx={{ flexDirection: 'row', width: '100%' }}>\n                <div style={{ width: 24 }} />\n                <Stack\n                  sx={[\n                    {\n                      alignItems: 'center',\n                      flexDirection: 'row',\n                      justifyContent: 'space-between',\n                      pr: 24,\n                      py: 14,\n                      width: '100%',\n                    },\n                    expandedStates[holding.id] && {\n                      borderBottom: 1,\n                      borderColor: 'divider',\n                    },\n                  ]}\n                >\n                  <Stack\n                    sx={{\n                      alignItems: 'center',\n                      flex: 1,\n                      flexDirection: 'row',\n                      gap: 12,\n                      minWidth: 0,\n                    }}\n                  >\n                    <Stack sx={{ minWidth: 0, overflow: 'hidden' }}>\n                      <Text\n                        sx={{\n                          fontWeight: 600,\n                          display: '-webkit-box',\n                          WebkitBoxOrient: 'vertical',\n                          WebkitLineClamp: 1,\n                          overflow: 'hidden',\n                          overflowWrap: 'anywhere',\n                        }}\n                        variant=\"body1\"\n                      >\n                        {holding.holding}\n                      </Text>\n                      <Text\n                        sx={{\n                          display: '-webkit-box',\n                          WebkitBoxOrient: 'vertical',\n                          WebkitLineClamp: 2,\n                          overflow: 'hidden',\n                          overflowWrap: 'anywhere',\n                        }}\n                        variant=\"caption\"\n                      >\n                        {holding.description}\n                      </Text>\n                    </Stack>\n                  </Stack>\n\n                  <Stack\n                    sx={{\n                      alignItems: 'center',\n                      flexShrink: 0,\n                      flexDirection: 'row',\n                      gap: 12,\n                      justifyContent: 'flex-end',\n                    }}\n                  >\n                    <Stack>\n                      <Text sx={{ fontWeight: 600, textAlign: 'right' }} variant={'body1'}>\n                        {holding.marketValue?.toLocaleString('en-US', {\n                          currency: 'USD',\n                          maximumFractionDigits: 2,\n                          minimumFractionDigits: 2,\n                          style: 'currency',\n                        })}\n                      </Text>\n                      <Stack sx={{ alignItems: 'center', gap: 2, flexDirection: 'row' }}>\n                        {!holding.gainLossAvailable ? (\n                          <Text sx={{ color: 'grey.700' }} variant=\"caption\">\n                            —\n                          </Text>\n                        ) : (\n                          <>\n                            {holding.totalGainLoss !== 0 && (\n                              <Icon\n                                name={holding.totalGainLoss >= 0 ? 'trending_up' : 'trending_down'}\n                                size={12}\n                                sx={{\n                                  verticalAlign: 'middle',\n                                  mr: 1,\n                                  color: holding.totalGainLoss >= 0 ? 'success.main' : 'grey.700',\n                                }}\n                              />\n                            )}\n                            <Text\n                              sx={{\n                                color: holding.totalGainLoss <= 0 ? 'grey.700' : 'success.main',\n                                fontWeight: holding.totalGainLoss <= 0 ? 400 : 700,\n                              }}\n                              variant=\"caption\"\n                            >\n                              {holding.gainLossBasis\n                                ? `${((holding.totalGainLoss / holding.gainLossBasis) * 100).toFixed(2)}%`\n                                : '0.00%'}\n                            </Text>\n                            <Text sx={{ color: 'grey.700' }} variant=\"caption\">\n                              |\n                            </Text>\n                            <Text\n                              sx={{\n                                color: holding.totalGainLoss <= 0 ? 'grey.700' : 'success.main',\n                                fontWeight: holding.totalGainLoss <= 0 ? 400 : 700,\n                              }}\n                              variant=\"caption\"\n                            >\n                              {Math.abs(holding.totalGainLoss).toLocaleString('en-US', {\n                                currency: 'USD',\n                                maximumFractionDigits: 2,\n                                minimumFractionDigits: 2,\n                                style: 'currency',\n                              })}\n                            </Text>\n                          </>\n                        )}\n                      </Stack>\n                    </Stack>\n\n                    <Icon\n                      name={expandedStates[holding.id] ? 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}} />\n                      </IconButton>\n                    </Stack>\n                  </Stack>\n                </Stack>\n              </Stack>\n            </AccordionDetails>\n          </Accordion>\n        )\n      })}\n    </Drawer>\n  )\n}\n\nexport default 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package/dist/investments/components/HoldingTable.d.ts

@@ -5,7 +5,10 @@ interface HoldingDetail {
     qty: number;
     holding: string;
     costBasis: number;
+    rawCostBasis: number;
     totalGainLoss: number;
+    gainLossAvailable: boolean;
+    gainLossBasis: number;
     marketValue: number;
 }
 interface HoldingsTableProps {