npm - @mx-cartographer/experiences - Versions diffs - 9.4.20 → 9.4.22 - Mend

@mx-cartographer/experiences 9.4.20 → 9.4.22

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package/dist/investments/components/Overview.es.js.map CHANGED Viewed

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1	- {"version":3,"file":"Overview.es.js","names":[],"sources":["../../../src/investments/components/Overview.tsx"],"sourcesContent":["import React, { useState } from 'react'\n\nimport { observer } from 'mobx-react-lite'\nimport Accordion from '@mui/material/Accordion'\nimport AccordionDetails from '@mui/material/AccordionDetails'\nimport AccordionSummary from '@mui/material/AccordionSummary'\nimport Paper from '@mui/material/Paper'\nimport Stack from '@mui/system/Stack'\nimport { useTheme } from '@mui/material/styles'\nimport { Icon } from '@mxenabled/mx-icons'\nimport { InstitutionLogo, P, Text } from '@mxenabled/mxui'\n\nimport ConnectionsDrawer from '../../accounts/components/ConnectionsDrawer'\nimport {\n Loader,\n useAccountStore,\n useGlobalCopyStore,\n useGlobalUiStore,\n useHoldingStore,\n useScreenSize,\n} from '../../common'\nimport { EmptyStateFooterComponent } from './EmptyStateFooterComponent'\nimport InvestmentDetailsDrawer from './HoldingDrawer'\nimport HoldingsTable from './HoldingTable'\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\nconst Overview = () => {\n const { isMobile } = useScreenSize()\n const [expandedStates, setExpandedStates] = useState<Record<string, boolean>>({})\n const [openDrawer, setOpenDrawer] = useState(false)\n const { selectedAccountGuids } = useGlobalUiStore()\n const { visibleHoldings: holdings, updateHoldings } = useHoldingStore()\n const [showConnectionsWidget, setShowConnectionsWidget] = React.useState(false)\n\n const [accountHoldingsData, setAccountHoldingsData] = useState<{\n accounts: any\n holdings: HoldingDetail[]\n }>({\n accounts: [],\n holdings: [],\n })\n const { accounts: accountsCopy, investments: copy } = useGlobalCopyStore()\n const { isCopyLoaded } = useGlobalUiStore()\n const [editingHoldingId, setEditingHoldingId] = useState<string \| null>(null)\n const [currentEditedCostBasis, setCurrentEditedCostBasis] = useState<string>('')\n\n const theme = useTheme()\n\n const isDarkMode = theme.palette.mode === 'dark'\n\n const gainDisplayColor = isDarkMode ? '#0AC295' : '#09A57F'\n\n const lossDisplayColor = isDarkMode ? 'grey.300' : 'grey.700'\n\n const gainLossDisplayColor = (value: number, type: string = 'lesserThan') => {\n if (type === 'greaterThan') {\n return value >= 0 ? gainDisplayColor : lossDisplayColor\n }\n return value <= 0 ? lossDisplayColor : gainDisplayColor\n }\n\n const handleCostBasisClick = (holdingId: string, currentCostBasis: number) => {\n setEditingHoldingId(holdingId)\n setCurrentEditedCostBasis(currentCostBasis.toFixed(2))\n }\n\n const handleCostBasisChange = (event: React.ChangeEvent<HTMLInputElement>) => {\n // Allow only numbers and a single decimal point\n const value = event.target.value\n if (/^\\d\\.?\\d$/.test(value)) {\n setCurrentEditedCostBasis(value)\n }\n }\n\n const handleCostBasisKeyDown = (event: React.KeyboardEvent<HTMLInputElement>, id: string) => {\n if (event.key === 'Enter') {\n handleCostBasisBlur(id)\n } else if (event.key === 'Escape') {\n setEditingHoldingId(null)\n }\n }\n\n const handleCostBasisBlur = (id: string) => {\n const holding = holdings.find(({ guid }) => guid === id)\n if (!holding) return\n\n const updatedCostBasis = Number(currentEditedCostBasis)\n updateHoldings({ ...holding, cost_basis: updatedCostBasis })\n\n if (isMobile) {\n const updatedHoldings = accountHoldingsData.holdings.map((h) =>\n h.id === id ? { ...h, costBasis: updatedCostBasis } : h,\n )\n\n setAccountHoldingsData((prev) => ({\n ...prev,\n holdings: updatedHoldings,\n }))\n }\n\n setEditingHoldingId(null)\n }\n\n const handleAccordionChange =\n (accountId: string) => (_event: React.SyntheticEvent, isExpanded: boolean) => {\n setExpandedStates((prevStates) => ({\n ...prevStates,\n [accountId]: isExpanded,\n }))\n }\n\n const { visibleHoldings: allHoldings } = useHoldingStore()\n const { visibleInvestmentAccounts } = useAccountStore()\n\n const accounts = visibleInvestmentAccounts.filter(({ guid }) =>\n selectedAccountGuids.includes(guid),\n )\n\n const totalPortfolioValue = accounts.reduce((sum, account) => sum + (account.balance \|\| 0), 0)\n\n const accountGuids = accounts.map(({ guid }) => guid)\n\n const updatedHoldings = allHoldings.filter(({ account_guid }) =>\n accountGuids.includes(account_guid),\n )\n\n const gainLoss = updatedHoldings.reduce((sum, holding) => {\n const hl = holding.market_value ? holding.market_value - (holding.cost_basis \|\| 0) : 0\n return sum + hl\n }, 0)\n\n const closeDrawer = () => {\n setOpenDrawer(false)\n }\n\n if (!isCopyLoaded) {\n return <Loader />\n }\n\n return (\n <Stack sx={{ alignItems: 'center', gap: 48, pt: 48, width: '100%' }}>\n {/* header content /}\n {!!accounts.length && (\n <Stack sx={{ alignItems: 'center' }}>\n <Text sx={{ color: 'text.secondary' }}>{copy.overview.total_portfolio}</Text>\n <P variant=\"h1\">\n {totalPortfolioValue.toLocaleString('en-US', {\n currency: 'USD',\n maximumFractionDigits: 2,\n minimumFractionDigits: 2,\n style: 'currency',\n })}\n </P>\n <Stack sx={{ alignItems: 'center', flexDirection: 'row', gap: 8 }}>\n <Icon\n name={gainLoss >= 0 ? 'trending_up' : 'trending_down'}\n size={20}\n sx={{ color: gainLossDisplayColor(gainLoss, 'greaterThan') }}\n />\n <Text\n sx={{ color: gainLossDisplayColor(gainLoss, 'greaterThan'), fontWeight: 700 }}\n variant=\"body2\"\n >\n {gainLoss.toLocaleString('en-US', {\n currency: 'USD',\n maximumFractionDigits: 2,\n minimumFractionDigits: 2,\n style: 'currency',\n })}\n </Text>\n </Stack>\n </Stack>\n )}\n\n {accounts.map((account) => {\n const accountHoldings: HoldingDetail[] = allHoldings\n .filter((holding) => holding.account_guid === account.guid)\n .map((holding) => ({\n id: holding.guid,\n qty: holding.shares \|\| 0,\n holding: holding.symbol \|\| holding.description \|\| 'Unknown',\n costBasis: holding.cost_basis \|\| 0,\n totalGainLoss: holding.market_value\n ? holding.market_value - (holding.cost_basis \|\| 0)\n : 0,\n marketValue: holding.market_value \|\| 0,\n description: holding.description \|\| '',\n }))\n\n const hasHoldingsData = accountHoldings.length > 0\n\n const accountTotalValue = account.balance\n const accountGainLoss = accountHoldings.reduce(\n (sum, holding) => holding.totalGainLoss + sum,\n 0,\n )\n\n const accountGainLossPercentage = accountTotalValue\n ? (accountGainLoss / accountTotalValue) 100\n : 0\n\n // Mobile View: Use a simplified presentation\n if (isMobile) {\n return (\n <Paper\n key={account.guid}\n onClick={\n accountHoldings.length\n ? () => {\n setOpenDrawer(true)\n setAccountHoldingsData({\n holdings: accountHoldings,\n accounts: account,\n })\n }\n : undefined\n }\n sx={{\n width: '100%',\n overflow: 'hidden',\n }}\n >\n <Stack\n sx={{\n border: 1,\n borderColor: 'divider',\n borderRadius: '8px',\n ml: 16,\n mr: 16,\n overflow: 'hidden',\n pt: 14,\n }}\n >\n <Stack\n sx={{\n alignItems: 'center',\n borderBottom: 1,\n borderColor: 'divider',\n flexDirection: 'row',\n pb: 14,\n pl: 14,\n pr: 14,\n }}\n >\n <InstitutionLogo\n alt={account.institutionName \|\| ''}\n institutionGuid={account.institution_guid \|\| ''}\n size={32}\n />\n <Stack sx={{ overflow: 'hidden', pl: 13, pr: 13 }}>\n <Text sx={{ color: 'text.secondary' }} variant=\"caption\">\n {account.memberName}\n </Text>\n <Text sx={{ color: 'text.primary', fontWeight: 600 }} variant=\"body1\">\n {account.user_name \|\| account.name}\n </Text>\n </Stack>\n </Stack>\n\n <Stack\n sx={{\n alignItems: 'center',\n flexDirection: 'row',\n justifyContent: 'space-between',\n pb: 8,\n pt: 8,\n }}\n >\n <Stack\n sx={{\n alignItems: 'center',\n borderRight: 1,\n borderColor: 'divider',\n flex: 1,\n justifyContent: 'center',\n pb: 14,\n pl: 7,\n pr: 7,\n pt: 14,\n }}\n >\n <Text sx={{ color: 'text.secondary', fontSize: 11 }} variant=\"body2\">\n {copy.overview.total_gain_Loss}\n </Text>\n <Stack\n sx={{\n alignItems: 'center',\n flexDirection: 'row',\n gap: 2,\n justifyContent: 'flex-end',\n }}\n >\n {accountGainLoss !== 0 && (\n <Icon\n name={accountGainLoss > 0 ? 'trending_up' : 'trending_down'}\n size={20}\n sx={{ color: gainLossDisplayColor(accountGainLoss) }}\n />\n )}\n <Text\n sx={{\n color: gainLossDisplayColor(accountGainLoss),\n fontWeight: 600,\n }}\n variant=\"body1\"\n >\n {accountGainLossPercentage.toFixed(2)}%\n </Text>\n <Text sx={{ color: 'text.secondary' }} variant=\"caption\">\n \|\n </Text>\n <Text\n sx={{\n color: gainLossDisplayColor(accountGainLoss),\n fontWeight: 600,\n }}\n variant=\"body1\"\n >\n {Math.abs(accountGainLoss).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 alignItems: 'center',\n flex: 1,\n justifyContent: 'center',\n pb: 14,\n pl: 7,\n pr: 7,\n pt: 14,\n }}\n >\n <Text sx={{ color: 'text.secondary' }} variant=\"caption\">\n {copy.overview.total_value}\n </Text>\n <Text sx={{ color: 'text.primary', fontWeight: 600 }} variant=\"body1\">\n {accountTotalValue?.toLocaleString('en-US', {\n currency: 'USD',\n maximumFractionDigits: 2,\n minimumFractionDigits: 2,\n style: 'currency',\n })}\n </Text>\n </Stack>\n </Stack>\n </Stack>\n </Paper>\n )\n }\n\n const disabledColor = isDarkMode ? 'grey.700' : 'grey.400'\n const logoColor = accountHoldings.length ? 'text.primary' : disabledColor\n\n return (\n <Accordion\n expanded={expandedStates[account.guid] === true}\n key={account.guid}\n onChange={hasHoldingsData ? handleAccordionChange(account.guid) : () => {}}\n sx={{\n border: 1,\n borderColor: 'divider',\n borderRadius: '4px',\n width: '100%',\n }}\n >\n <AccordionSummary\n aria-controls=\"panel1a-content\"\n id=\"panel1a-header\"\n sx={[\n expandedStates[account.guid] && {\n borderBottom: 1,\n borderColor: 'divider',\n maxHeight: 88,\n },\n ]}\n >\n <Stack\n sx={{\n alignItems: 'center',\n flexDirection: 'row',\n gap: 13,\n p: 14,\n width: '100%',\n }}\n >\n <Icon name={'expand_more'} size={20} sx={{ color: logoColor }} />\n <InstitutionLogo\n alt={account.institutionName \|\| ''}\n institutionGuid={account.institution_guid \|\| ''}\n size={32}\n />\n\n <Stack sx={{ alignItems: 'flex-start' }}>\n <Text sx={{ color: 'text.secondary' }} variant=\"caption\">\n {account.memberName}\n </Text>\n <Text sx={{ color: 'text.primary', fontWeight: 600 }} variant=\"body1\">\n {account.user_name \|\| account.name}\n </Text>\n </Stack>\n </Stack>\n\n <Stack sx={{ flexDirection: 'row' }}>\n <Stack sx={{ alignItems: 'flex-end', pb: 14, pl: 24, pr: 24, pt: 14 }}>\n <Text sx={{ color: 'text.secondary' }} variant=\"caption\">\n {copy.overview.total_gain_Loss}\n </Text>\n\n <Stack\n sx={{\n alignItems: 'center',\n flexDirection: 'row',\n gap: 2,\n justifyContent: 'flex-end',\n }}\n >\n {accountGainLoss !== 0 && (\n <Icon\n name={accountGainLoss >= 0 ? 'trending_up' : 'trending_down'}\n size={20}\n sx={{ color: gainLossDisplayColor(accountGainLoss) }}\n />\n )}\n <Text\n sx={{\n color: gainLossDisplayColor(accountGainLoss),\n fontWeight: 600,\n }}\n variant=\"body1\"\n >\n {accountGainLossPercentage.toFixed(2)}%\n </Text>\n <Text sx={{ color: 'text.secondary' }} variant=\"caption\">\n \|\n </Text>\n <Text\n sx={{\n color: gainLossDisplayColor(accountGainLoss),\n fontWeight: 600,\n }}\n variant=\"body1\"\n >\n {Math.abs(accountGainLoss).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 sx={{ alignItems: 'flex-end', gap: 12, pb: 14, pl: 16, pr: 16, pt: 14 }}>\n <Stack sx={{ alignItems: 'flex-end' }}>\n <Text sx={{ color: 'text.secondary' }} variant=\"caption\">\n {copy.overview.total_value}\n </Text>\n <Text sx={{ color: 'text.primary', fontWeight: 600 }} variant=\"body1\">\n {accountTotalValue?.toLocaleString('en-US', {\n currency: 'USD',\n maximumFractionDigits: 2,\n minimumFractionDigits: 2,\n style: 'currency',\n })}\n </Text>\n </Stack>\n </Stack>\n </Stack>\n </AccordionSummary>\n <AccordionDetails sx={{ bgcolor: 'background.default', p: 12 }}>\n <Paper sx={{ border: 1, borderColor: 'neutral.light' }}>\n <HoldingsTable\n currentEditedCostBasis={currentEditedCostBasis}\n data={accountHoldings}\n editingHoldingId={editingHoldingId}\n handleCostBasisBlur={handleCostBasisBlur}\n handleCostBasisChange={handleCostBasisChange}\n handleCostBasisClick={handleCostBasisClick}\n handleCostBasisKeyDown={handleCostBasisKeyDown}\n />\n </Paper>\n </AccordionDetails>\n </Accordion>\n )\n })}\n\n {/* footer content /}\n <EmptyStateFooterComponent />\n\n {/ Drawer Component */}\n <InvestmentDetailsDrawer\n accountHoldingsData={accountHoldingsData}\n currentEditedCostBasis={currentEditedCostBasis}\n editingHoldingId={editingHoldingId}\n 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1	+ {"version":3,"file":"Overview.es.js","names":[],"sources":["../../../src/investments/components/Overview.tsx"],"sourcesContent":["import React, { useState } from 'react'\n\nimport { observer } from 'mobx-react-lite'\nimport Accordion from '@mui/material/Accordion'\nimport AccordionDetails from '@mui/material/AccordionDetails'\nimport AccordionSummary from '@mui/material/AccordionSummary'\nimport Paper from '@mui/material/Paper'\nimport Stack from '@mui/system/Stack'\nimport { useTheme } from '@mui/material/styles'\nimport { Icon } from '@mxenabled/mx-icons'\nimport { InstitutionLogo, P, Text } from '@mxenabled/mxui'\n\nimport { getHoldingGainLoss, getHoldingMarketValue } from '../../core/utils/InvestmentUtil'\nimport ConnectionsDrawer from '../../accounts/components/ConnectionsDrawer'\nimport {\n Loader,\n useAccountStore,\n useGlobalCopyStore,\n useGlobalUiStore,\n useHoldingStore,\n useScreenSize,\n} from '../../common'\nimport { EmptyStateFooterComponent } from './EmptyStateFooterComponent'\nimport InvestmentDetailsDrawer from './HoldingDrawer'\nimport HoldingsTable from './HoldingTable'\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\nconst Overview = () => {\n const { isMobile } = useScreenSize()\n const [expandedStates, setExpandedStates] = useState<Record<string, boolean>>({})\n const [openDrawer, setOpenDrawer] = useState(false)\n const { selectedAccountGuids } = useGlobalUiStore()\n const { visibleHoldings: holdings, updateHoldings } = useHoldingStore()\n const [showConnectionsWidget, setShowConnectionsWidget] = React.useState(false)\n\n const [accountHoldingsData, setAccountHoldingsData] = useState<{\n accounts: any\n holdings: HoldingDetail[]\n }>({\n accounts: [],\n holdings: [],\n })\n const { accounts: accountsCopy, investments: copy } = useGlobalCopyStore()\n const { isCopyLoaded } = useGlobalUiStore()\n const [editingHoldingId, setEditingHoldingId] = useState<string \| null>(null)\n const [currentEditedCostBasis, setCurrentEditedCostBasis] = useState<string>('')\n\n const theme = useTheme()\n\n const isDarkMode = theme.palette.mode === 'dark'\n\n const gainDisplayColor = isDarkMode ? '#0AC295' : '#09A57F'\n\n const lossDisplayColor = isDarkMode ? 'grey.300' : 'grey.700'\n\n const gainLossDisplayColor = (value: number, type: string = 'lesserThan') => {\n if (type === 'greaterThan') {\n return value >= 0 ? gainDisplayColor : lossDisplayColor\n }\n return value <= 0 ? lossDisplayColor : gainDisplayColor\n }\n\n const handleCostBasisClick = (holdingId: string, currentCostBasis: number) => {\n setEditingHoldingId(holdingId)\n setCurrentEditedCostBasis(currentCostBasis.toFixed(2))\n }\n\n const handleCostBasisChange = (event: React.ChangeEvent<HTMLInputElement>) => {\n // Allow only numbers and a single decimal point\n const value = event.target.value\n if (/^\\d\\.?\\d$/.test(value)) {\n setCurrentEditedCostBasis(value)\n }\n }\n\n const handleCostBasisKeyDown = (event: React.KeyboardEvent<HTMLInputElement>, id: string) => {\n if (event.key === 'Enter') {\n handleCostBasisBlur(id)\n } else if (event.key === 'Escape') {\n setEditingHoldingId(null)\n }\n }\n\n const handleCostBasisBlur = (id: string) => {\n const holding = holdings.find(({ guid }) => guid === id)\n if (!holding) return\n\n const updatedCostBasis = Number(currentEditedCostBasis)\n updateHoldings({ ...holding, cost_basis: updatedCostBasis })\n\n if (isMobile) {\n const updatedHoldings = accountHoldingsData.holdings.map((h) =>\n h.id === id\n ? {\n ...h,\n costBasis: updatedCostBasis,\n rawCostBasis: updatedCostBasis,\n // Recompute gain/loss against the new basis so the drawer's %/$\n // stay consistent with the edited Cost Basis instead of going stale.\n gainLossBasis: updatedCostBasis,\n totalGainLoss: h.marketValue - updatedCostBasis,\n gainLossAvailable: true,\n }\n : h,\n )\n\n setAccountHoldingsData((prev) => ({\n ...prev,\n holdings: updatedHoldings,\n }))\n }\n\n setEditingHoldingId(null)\n }\n\n const handleAccordionChange =\n (accountId: string) => (_event: React.SyntheticEvent, isExpanded: boolean) => {\n setExpandedStates((prevStates) => ({\n ...prevStates,\n [accountId]: isExpanded,\n }))\n }\n\n const { visibleHoldings: allHoldings } = useHoldingStore()\n const { visibleInvestmentAccounts } = useAccountStore()\n\n const accounts = visibleInvestmentAccounts.filter(({ guid }) =>\n selectedAccountGuids.includes(guid),\n )\n\n const totalPortfolioValue = accounts.reduce((sum, account) => sum + (account.balance \|\| 0), 0)\n\n const accountGuids = new Set(accounts.map(({ guid }) => guid))\n\n const updatedHoldings = allHoldings.filter(({ account_guid }) => accountGuids.has(account_guid))\n\n // Only holdings with a known cost basis contribute to the aggregate; holdings\n // whose basis is unknown are excluded rather than counted as 100% gain.\n const gainLoss = updatedHoldings.reduce((sum, holding) => {\n const { available, gainLoss: hl } = getHoldingGainLoss(holding)\n return available ? sum + hl : sum\n }, 0)\n\n // When no holding in the portfolio has a known basis, render \"—\" instead of a\n // fabricated $0.00 gain.\n const gainLossAvailable = updatedHoldings.some((holding) => getHoldingGainLoss(holding).available)\n\n const closeDrawer = () => {\n setOpenDrawer(false)\n }\n\n if (!isCopyLoaded) {\n return <Loader />\n }\n\n return (\n <Stack sx={{ alignItems: 'center', gap: 48, pt: 48, width: '100%' }}>\n {/* header content /}\n {!!accounts.length && (\n <Stack sx={{ alignItems: 'center' }}>\n <Text sx={{ color: 'text.secondary' }}>{copy.overview.total_portfolio}</Text>\n <P variant=\"h1\">\n {totalPortfolioValue.toLocaleString('en-US', {\n currency: 'USD',\n maximumFractionDigits: 2,\n minimumFractionDigits: 2,\n style: 'currency',\n })}\n </P>\n <Stack sx={{ alignItems: 'center', flexDirection: 'row', gap: 8 }}>\n {!gainLossAvailable ? (\n <Text sx={{ color: 'text.secondary', fontWeight: 700 }} variant=\"body2\">\n —\n </Text>\n ) : (\n <>\n <Icon\n name={gainLoss >= 0 ? 'trending_up' : 'trending_down'}\n size={20}\n sx={{ color: gainLossDisplayColor(gainLoss, 'greaterThan') }}\n />\n <Text\n sx={{ color: gainLossDisplayColor(gainLoss, 'greaterThan'), fontWeight: 700 }}\n variant=\"body2\"\n >\n {gainLoss.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\n {accounts.map((account) => {\n const accountHoldings: HoldingDetail[] = allHoldings\n .filter((holding) => holding.account_guid === account.guid)\n .map((holding) => {\n // Option A: the effective basis (cost_basis, else purchase_price)\n // drives both the Cost Basis column and gain/loss, so the row\n // reconciles. `available` is false only when neither is known.\n const { available, basis, gainLoss } = getHoldingGainLoss(holding)\n return {\n id: holding.guid,\n qty: holding.shares \|\| 0,\n holding: holding.symbol \|\| holding.description \|\| 'Unknown',\n costBasis: basis,\n // The true persisted cost_basis (0 when unset) seeds the editor, so\n // an unmodified edit never writes the purchase_price fallback back\n // to Abacus as a user-set cost_basis.\n rawCostBasis: holding.cost_basis \|\| 0,\n totalGainLoss: gainLoss,\n gainLossAvailable: available,\n gainLossBasis: basis,\n marketValue: getHoldingMarketValue(holding),\n description: holding.description \|\| '',\n }\n })\n\n const hasHoldingsData = accountHoldings.length > 0\n\n const accountTotalValue = account.balance\n const accountGainLoss = accountHoldings.reduce(\n (sum, holding) => holding.totalGainLoss + sum,\n 0,\n )\n\n // Mirror the per-holding rule at the account level: if no holding in the\n // account has a known cost basis, show \"—\" rather than a fabricated\n // $0.00 / 0.00% rollup.\n const accountGainLossAvailable = accountHoldings.some((h) => h.gainLossAvailable)\n\n const accountGainLossPercentage = accountTotalValue\n ? (accountGainLoss / accountTotalValue) 100\n : 0\n\n // Mobile View: Use a simplified presentation\n if (isMobile) {\n return (\n <Paper\n key={account.guid}\n onClick={\n accountHoldings.length\n ? () => {\n setOpenDrawer(true)\n setAccountHoldingsData({\n holdings: accountHoldings,\n accounts: account,\n })\n }\n : undefined\n }\n sx={{\n width: '100%',\n overflow: 'hidden',\n }}\n >\n <Stack\n sx={{\n border: 1,\n borderColor: 'divider',\n borderRadius: '8px',\n ml: 16,\n mr: 16,\n overflow: 'hidden',\n pt: 14,\n }}\n >\n <Stack\n sx={{\n alignItems: 'center',\n borderBottom: 1,\n borderColor: 'divider',\n flexDirection: 'row',\n pb: 14,\n pl: 14,\n pr: 14,\n }}\n >\n <InstitutionLogo\n alt={account.institutionName \|\| ''}\n institutionGuid={account.institution_guid \|\| ''}\n size={32}\n />\n <Stack sx={{ overflow: 'hidden', pl: 13, pr: 13 }}>\n <Text sx={{ color: 'text.secondary' }} variant=\"caption\">\n {account.memberName}\n </Text>\n <Text sx={{ color: 'text.primary', fontWeight: 600 }} variant=\"body1\">\n {account.user_name \|\| account.name}\n </Text>\n </Stack>\n </Stack>\n\n <Stack\n sx={{\n alignItems: 'center',\n flexDirection: 'row',\n justifyContent: 'space-between',\n pb: 8,\n pt: 8,\n }}\n >\n <Stack\n sx={{\n alignItems: 'center',\n borderRight: 1,\n borderColor: 'divider',\n flex: 1,\n justifyContent: 'center',\n pb: 14,\n pl: 7,\n pr: 7,\n pt: 14,\n }}\n >\n <Text sx={{ color: 'text.secondary', fontSize: 11 }} variant=\"body2\">\n {copy.overview.total_gain_Loss}\n </Text>\n <Stack\n sx={{\n alignItems: 'center',\n flexDirection: 'row',\n gap: 2,\n justifyContent: 'flex-end',\n }}\n >\n {!accountGainLossAvailable ? (\n <Text sx={{ color: 'text.secondary' }} variant=\"body1\">\n —\n </Text>\n ) : (\n <>\n {accountGainLoss !== 0 && (\n <Icon\n name={accountGainLoss > 0 ? 'trending_up' : 'trending_down'}\n size={20}\n sx={{ color: gainLossDisplayColor(accountGainLoss) }}\n />\n )}\n <Text\n sx={{\n color: gainLossDisplayColor(accountGainLoss),\n fontWeight: 600,\n }}\n variant=\"body1\"\n >\n {accountGainLossPercentage.toFixed(2)}%\n </Text>\n <Text sx={{ color: 'text.secondary' }} variant=\"caption\">\n \|\n </Text>\n <Text\n sx={{\n color: gainLossDisplayColor(accountGainLoss),\n fontWeight: 600,\n }}\n variant=\"body1\"\n >\n {Math.abs(accountGainLoss).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 <Stack\n sx={{\n alignItems: 'center',\n flex: 1,\n justifyContent: 'center',\n pb: 14,\n pl: 7,\n pr: 7,\n pt: 14,\n }}\n >\n <Text sx={{ color: 'text.secondary' }} variant=\"caption\">\n {copy.overview.total_value}\n </Text>\n <Text sx={{ color: 'text.primary', fontWeight: 600 }} variant=\"body1\">\n {accountTotalValue?.toLocaleString('en-US', {\n currency: 'USD',\n maximumFractionDigits: 2,\n minimumFractionDigits: 2,\n style: 'currency',\n })}\n </Text>\n </Stack>\n </Stack>\n </Stack>\n </Paper>\n )\n }\n\n const disabledColor = isDarkMode ? 'grey.700' : 'grey.400'\n const logoColor = accountHoldings.length ? 'text.primary' : disabledColor\n\n return (\n <Accordion\n expanded={expandedStates[account.guid] === true}\n key={account.guid}\n onChange={hasHoldingsData ? handleAccordionChange(account.guid) : () => {}}\n sx={{\n border: 1,\n borderColor: 'divider',\n borderRadius: '4px',\n width: '100%',\n }}\n >\n <AccordionSummary\n aria-controls=\"panel1a-content\"\n id=\"panel1a-header\"\n sx={[\n expandedStates[account.guid] && {\n borderBottom: 1,\n borderColor: 'divider',\n maxHeight: 88,\n },\n ]}\n >\n <Stack\n sx={{\n alignItems: 'center',\n flexDirection: 'row',\n gap: 13,\n p: 14,\n width: '100%',\n }}\n >\n <Icon name={'expand_more'} size={20} sx={{ color: logoColor }} />\n <InstitutionLogo\n alt={account.institutionName \|\| ''}\n institutionGuid={account.institution_guid \|\| ''}\n size={32}\n />\n\n <Stack sx={{ alignItems: 'flex-start' }}>\n <Text sx={{ color: 'text.secondary' }} variant=\"caption\">\n {account.memberName}\n </Text>\n <Text sx={{ color: 'text.primary', fontWeight: 600 }} variant=\"body1\">\n {account.user_name \|\| account.name}\n </Text>\n </Stack>\n </Stack>\n\n <Stack sx={{ flexDirection: 'row' }}>\n <Stack sx={{ alignItems: 'flex-end', pb: 14, pl: 24, pr: 24, pt: 14 }}>\n <Text sx={{ color: 'text.secondary' }} variant=\"caption\">\n {copy.overview.total_gain_Loss}\n </Text>\n\n <Stack\n sx={{\n alignItems: 'center',\n flexDirection: 'row',\n gap: 2,\n justifyContent: 'flex-end',\n }}\n >\n {!accountGainLossAvailable ? (\n <Text sx={{ color: 'text.secondary' }} variant=\"body1\">\n —\n </Text>\n ) : (\n <>\n {accountGainLoss !== 0 && (\n <Icon\n name={accountGainLoss >= 0 ? 'trending_up' : 'trending_down'}\n size={20}\n sx={{ color: gainLossDisplayColor(accountGainLoss) }}\n />\n )}\n <Text\n sx={{\n color: gainLossDisplayColor(accountGainLoss),\n fontWeight: 600,\n }}\n variant=\"body1\"\n >\n {accountGainLossPercentage.toFixed(2)}%\n </Text>\n <Text sx={{ color: 'text.secondary' }} variant=\"caption\">\n \|\n </Text>\n <Text\n sx={{\n color: gainLossDisplayColor(accountGainLoss),\n fontWeight: 600,\n }}\n variant=\"body1\"\n >\n {Math.abs(accountGainLoss).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 <Stack sx={{ alignItems: 'flex-end', gap: 12, pb: 14, pl: 16, pr: 16, pt: 14 }}>\n <Stack sx={{ alignItems: 'flex-end' }}>\n <Text sx={{ color: 'text.secondary' }} variant=\"caption\">\n {copy.overview.total_value}\n </Text>\n <Text sx={{ color: 'text.primary', fontWeight: 600 }} variant=\"body1\">\n {accountTotalValue?.toLocaleString('en-US', {\n currency: 'USD',\n maximumFractionDigits: 2,\n minimumFractionDigits: 2,\n style: 'currency',\n })}\n </Text>\n </Stack>\n </Stack>\n </Stack>\n </AccordionSummary>\n <AccordionDetails sx={{ bgcolor: 'background.default', p: 12 }}>\n <Paper sx={{ border: 1, borderColor: 'neutral.light' }}>\n <HoldingsTable\n currentEditedCostBasis={currentEditedCostBasis}\n data={accountHoldings}\n editingHoldingId={editingHoldingId}\n handleCostBasisBlur={handleCostBasisBlur}\n handleCostBasisChange={handleCostBasisChange}\n handleCostBasisClick={handleCostBasisClick}\n handleCostBasisKeyDown={handleCostBasisKeyDown}\n />\n </Paper>\n </AccordionDetails>\n </Accordion>\n )\n })}\n\n {/* footer content /}\n <EmptyStateFooterComponent />\n\n {/ Drawer Component */}\n <InvestmentDetailsDrawer\n accountHoldingsData={accountHoldingsData}\n currentEditedCostBasis={currentEditedCostBasis}\n editingHoldingId={editingHoldingId}\n handleCostBasisBlur={handleCostBasisBlur}\n handleCostBasisChange={handleCostBasisChange}\n handleCostBasisClick={handleCostBasisClick}\n handleCostBasisKeyDown={handleCostBasisKeyDown}\n isOpen={openDrawer}\n onClose={closeDrawer}\n />\n\n <ConnectionsDrawer\n onClose={() => setShowConnectionsWidget(false)}\n showConnectionsWidget={showConnectionsWidget}\n title={accountsCopy.manage_connections}\n />\n </Stack>\n )\n}\n\nexport default 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package/dist/investments/components/allocation/InvestmentsAllocationChart.d.ts CHANGED Viewed

@@ -11,6 +11,7 @@ export interface InvestmentsData {
     donutData: DonutData[];
     totalAmount: number;
     totalGainLoss: number;
+    totalGainLossAvailable: boolean;
     totalMarketValue: number;
     totalGainLossPercentage: number;
 }

package/dist/investments/components/allocation/InvestmentsAllocationChart.es.js CHANGED Viewed

@@ -1,22 +1,22 @@
-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 b from "../../../common/components/charts/Donut.es.js";
+import { useGlobalCopyStore as k } from "../../../common/context/hooks.es.js";
+import { currencyDisplay as c, percentageDisplay as A } 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 { P as I, Text as p } from "@mxenabled/mxui";
+import { Icon as j } 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 : [{
+import { useTheme as M } from "@mui/material/styles";
+var V = ({ data: t, hoveredId: h, isPercentage: g, onMouseEnter: f, onMouseLeave: y, onSelected: x, selectedId: o, size: i = 150, totalLabel: d }) => {
+  const s = M(), l = s.palette.mode === "dark", n = m.useMemo(() => o ? t.investmentsData.find(({ guid: _ }) => _ === o) : void 0, [o]), { investments: { allocation: v } } = k(), D = 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,
+  }], [t, s]), C = l ? "#0AC295" : "#09A57F", G = l ? "grey.300" : "grey.700", L = () => n ? v.pie_chart_centered_click_for_details : t.totalGainLossAvailable ? g ? A(t.totalGainLossPercentage) : c(t.totalGainLoss) : "—", a = t.totalGainLossAvailable ? t.totalGainLoss >= 0 ? C : G : "text.secondary";
+  return /* @__PURE__ */ e(b, {
+    data: D,
     hoveredId: h,
-    onClick: d,
+    onClick: x,
     onMouseEnter: f,
     onMouseLeave: y,
     selectedId: o,
@@ -47,9 +47,9 @@ var V = ({ data: t, hoveredId: h, isPercentage: g, onMouseEnter: f, onMouseLeave
             /* @__PURE__ */ e(p, {
               color: "text.secondary",
               noWrap: !0,
-              children: n?.displayName ?? x
+              children: n?.displayName ?? d
             }),
-            /* @__PURE__ */ e(M, {
+            /* @__PURE__ */ e(I, {
               color: "text.primary",
               variant: "h1",
               children: c(n?.value ?? t.totalMarketValue)
@@ -60,7 +60,7 @@ var V = ({ data: t, hoveredId: h, isPercentage: g, onMouseEnter: f, onMouseLeave
                 flexDirection: "row",
                 gap: 4
               },
-              children: [!n && /* @__PURE__ */ e(b, {
+              children: [!n && t.totalGainLossAvailable && /* @__PURE__ */ e(j, {
                 name: t.totalGainLoss >= 0 ? "trending_up" : "trending_down",
                 size: 20,
                 sx: { color: a }
@@ -70,7 +70,7 @@ var V = ({ data: t, hoveredId: h, isPercentage: g, onMouseEnter: f, onMouseLeave
                   fontWeight: 700
                 },
                 variant: "body2",
-                children: k()
+                children: L()
               })]
             })
           ]

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

	@@ -1 +1 @@
1	- {"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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1	+ {"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 totalGainLossAvailable: boolean\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 (!data.totalGainLossAvailable) return '—'\n if (isPercentage) return percentageDisplay(data.totalGainLossPercentage)\n return currencyDisplay(data.totalGainLoss)\n }\n\n const gainLossDisplayColor = !data.totalGainLossAvailable\n ? 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package/dist/investments/components/allocation/util/createInvestementsAllocationData.d.ts CHANGED Viewed

@@ -21,6 +21,7 @@ export declare const createInvestmentsAllocationData: (accounts: Account[], copy
     donutData: DonutData[];
     totalAmount: number;
     totalGainLoss: number;
+    totalGainLossAvailable: boolean;
     totalMarketValue: number;
     totalGainLossPercentage: number;
 };

package/dist/investments/components/allocation/util/createInvestementsAllocationData.es.js CHANGED Viewed

@@ -1,6 +1,7 @@
-import { formatCurrency as L, formatPercentage as k } from "../../../../core/utils/NumberFormatting.es.js";
-import { ALLOCATION_KEYS as B } from "../../../../core/constants/Investments.es.js";
-var C = {
+import { formatCurrency as D, formatPercentage as k } from "../../../../core/utils/NumberFormatting.es.js";
+import { ALLOCATION_KEYS as y } from "../../../../core/constants/Investments.es.js";
+import { getHoldingGainLoss as b, getHoldingMarketValue as v } from "../../../../core/utils/InvestmentUtil.es.js";
+var G = {
   allocations_cash: "#AEDCCC",
   allocations_convertible: "#80CAD0",
   allocations_foreign_bond: "#51B9D4",
@@ -10,85 +11,88 @@ var C = {
   allocations_unknown: "#161D6A",
   allocations_us_bond: "#254995",
   allocations_us_stock: "#1E2D84"
-}, y = B.map((t) => ({ name: t })), V = (t, l, r) => {
-  const i = r === void 0 ? 0 : l, e = r === void 0 ? l : r;
-  return t >= Math.min(i, e) && t < Math.max(i, e);
-}, h = (t, l, r) => {
-  const i = [...new Set(t.map((c) => c.name.toLowerCase()))];
-  let e;
+}, V = y.map((e) => ({ name: e })), w = (e, l, r) => {
+  const i = r === void 0 ? 0 : l, t = r === void 0 ? l : r;
+  return e >= Math.min(i, t) && e < Math.max(i, t);
+}, E = (e, l, r) => {
+  const i = [...new Set(e.map((c) => c.name.toLowerCase()))];
+  let t;
   return i.map((c) => {
-    const _ = t.reduce((m, s) => {
-      const p = s.name;
-      return p.toLowerCase() === c ? (e = p, d(s) * s[l] / 100 + m) : m;
+    const p = e.reduce((m, o) => {
+      const d = o.name;
+      return d.toLowerCase() === c ? (t = d, v(o) * o[l] / 100 + m) : m;
     }, 0);
     return {
-      displayName: e,
-      name: e,
-      value: _,
-      percentage: _ / r
+      displayName: t,
+      name: t,
+      value: p,
+      percentage: p / r
     };
   });
-}, d = (t) => t.calculated_market_value ? t.calculated_market_value : t.market_value, E = (t, l, r) => {
-  const i = Object.values(l.allocations_list), e = [];
+}, S = (e, l, r) => {
+  const i = Object.values(l.allocations_list), t = [];
   let c = 0;
-  const _ = new Set(t.map(({ guid: a }) => a)), m = r.filter(({ account_guid: a }) => _.has(a)).map((a) => ({
+  const p = new Set(e.map(({ guid: a }) => a)), m = r.filter(({ account_guid: a }) => p.has(a)).map((a) => ({
     ...a,
     name: a.symbol || a.description,
-    gainLoss: a.cost_basis || a.cost_basis === 0 ? d(a) - a.cost_basis : 0
-  })), { cashBalance: s, totalAccountBalance: p } = t.reduce((a, n) => ({
+    gainLoss: b(a).gainLoss
+  })), { cashBalance: o, totalAccountBalance: d } = e.reduce((a, n) => ({
     cashBalance: a.cashBalance + (n.cash_balance || 0),
     totalAccountBalance: a.totalAccountBalance + (n.balance || 0)
   }), {
     cashBalance: 0,
     totalAccountBalance: 0
-  }), { marketValue: b, totalGainLoss: A } = m.reduce((a, n) => ({
-    marketValue: a.marketValue + d(n),
+  }), { marketValue: h, totalGainLoss: f } = m.reduce((a, n) => ({
+    marketValue: a.marketValue + v(n),
     totalGainLoss: a.totalGainLoss + n.gainLoss
   }), {
     marketValue: 0,
     totalGainLoss: 0
-  }), f = b + s;
-  return y.forEach((a, n) => {
-    const v = m.filter((u) => !!u[a.name]);
-    let o = v.reduce((u, g) => u + d(g) * g[a.name] / 100, 0);
-    const D = h(v, a.name, o);
-    if (a.name === "allocations_cash" && s > 0) {
-      o += s;
+  }), _ = h + o;
+  V.forEach((a, n) => {
+    const g = m.filter((u) => !!u[a.name]);
+    let s = g.reduce((u, L) => u + v(L) * L[a.name] / 100, 0);
+    const A = E(g, a.name, s);
+    if (a.name === "allocations_cash" && o > 0) {
+      s += o;
       const u = {
         displayName: l.cash_balance_display_name,
         name: "allocations_name",
-        value: s,
-        percentage: s / f
+        value: o,
+        percentage: o / _
       };
-      D.push(u);
+      A.push(u);
     }
-    o > 0 && (e.push({
+    s > 0 && (t.push({
       name: a.name,
       displayName: i[n],
       guid: `${a.name}-${n}`,
-      holdings: D,
-      percentage: o / f,
-      value: o,
-      color: C[a.name]
-    }), c += o);
-  }), {
-    investmentsData: e,
-    donutData: e.map(({ displayName: a, guid: n, color: v, value: o }) => ({
-      id: n,
-      color: v,
-      label: a,
-      value: o / c * 100
-    })),
+      holdings: A,
+      percentage: s / _,
+      value: s,
+      color: G[a.name]
+    }), c += s);
+  });
+  const B = t.map(({ displayName: a, guid: n, color: g, value: s }) => ({
+    id: n,
+    color: g,
+    label: a,
+    value: s / c * 100
+  })), C = m.some((a) => b(a).available);
+  return {
+    investmentsData: t,
+    donutData: B,
     totalAmount: c,
-    totalGainLoss: A,
-    totalMarketValue: f,
-    totalGainLossPercentage: A / p
+    totalGainLoss: f,
+    totalGainLossAvailable: C,
+    totalMarketValue: _,
+    totalGainLossPercentage: f / d
   };
-}, N = (t) => t < 1e-3 ? "< 0.1%" : k(t), S = (t) => t === 0 ? L(t, "0,0.00") : V(t, -0.01, 0.01) ? "< $0.01" : L(t, "0,0.00");
+}, T = (e) => e < 1e-3 ? "< 0.1%" : k(e), O = (e) => e === 0 ? D(e, "0,0.00") : w(e, -0.01, 0.01) ? "< $0.01" : D(e, "0,0.00");
 export {
-  E as createInvestmentsAllocationData,
-  S as currencyDisplay,
-  N as percentageDisplay
+  S as createInvestmentsAllocationData,
+  O as currencyDisplay,
+  T as percentageDisplay
 };
 //# sourceMappingURL=createInvestementsAllocationData.es.js.map

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

	@@ -1 +1 @@
1	- {"version":3,"file":"createInvestementsAllocationData.es.js","names":[],"sources":["../../../../../src/investments/components/allocation/util/createInvestementsAllocationData.tsx"],"sourcesContent":["import { Account, Holding } from '../../../../core'\nimport { ALLOCATION_KEYS, type AllocationKey } from '../../../../core/constants/Investments'\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: Record<AllocationKey, string> = {\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 = ALLOCATION_KEYS.map((name) => ({ name }))\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 = new Set(accounts.map(({ guid }) => guid))\n const updatedHoldings: Holding[] = holdings\n .filter(({ account_guid }) => accountGuids.has(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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1	+ {"version":3,"file":"createInvestementsAllocationData.es.js","names":[],"sources":["../../../../../src/investments/components/allocation/util/createInvestementsAllocationData.tsx"],"sourcesContent":["import { Account, Holding } from '../../../../core'\nimport { ALLOCATION_KEYS, type AllocationKey } from '../../../../core/constants/Investments'\nimport { InvestmentAllocationCopy } from '../../../../core/types/localization/InvestmentsCopy'\nimport type { DonutData } from '../InvestmentsAllocationChart'\nimport { formatCurrency, formatPercentage } from '../../../../core/utils/NumberFormatting'\nimport { getHoldingGainLoss, getHoldingMarketValue } from '../../../../core/utils/InvestmentUtil'\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: Record<AllocationKey, string> = {\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 = ALLOCATION_KEYS.map((name) => ({ name }))\n\nconst inRange = (n: number, start: number, end?: number) => {\n const rangeStart = end === undefined ? 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package/package.json CHANGED Viewed

@@ -1,6 +1,6 @@
 {
   "name": "@mx-cartographer/experiences",
-  "version": "9.4.20",
+  "version": "9.4.22",
   "description": "Library containing experience widgets",
   "author": "MX",
   "license": "MIT",
@@ -219,8 +219,8 @@
     "@mui/x-date-pickers": "^7.29.4",
     "@mui/x-date-pickers-pro": "^7.29.4",
     "@mxenabled/cssinjs": "^0.6.0",
-    "@mxenabled/mx-icons": "^2.2.0",
-    "@mxenabled/mxui": "2.7.1",
+    "@mxenabled/mx-icons": "^2.3.0",
+    "@mxenabled/mxui": "^2.9.2",
     "@mxenabled/web-widget-sdk": "^0.0.15",
     "@tanstack/react-virtual": "^3.14.9",
     "bowser": "^2.14.1",