@mx-cartographer/experiences 9.4.3 → 9.4.4

package/CHANGELOG.md

@@ -1,3 +1,8 @@
+## [9.4.4] - 08-26-2026
+
+- **CHANGED** - Investments widget now disables (not hides) the Allocation and Analysis tabs, with an explanatory tooltip, when the selected accounts have no data to render; the active tab resets to Overview if it becomes disabled
+- **FIXED** - The Analysis tab now stays disabled for partially-enriched holdings whose style weights fall outside the render band, so it no longer enables onto an all-zero grid
+
 ## [9.4.3] - 08-26-2026
 
 - **ADDED** - Pass category_guid and main_class_guid when creating repeating transactions (MEW-4051)

package/dist/core/constants/Investments.d.ts

@@ -2,6 +2,9 @@ export declare enum AnalysisType {
     Stocks = "stocks",
     Bonds = "bonds"
 }
+export declare const ALLOCATION_KEYS: readonly ["allocations_cash", "allocations_convertible", "allocations_foreign_bond", "allocations_foreign_stock", "allocations_other", "allocations_preferred", "allocations_us_bond", "allocations_us_stock", "allocations_unknown"];
+export type AllocationKey = (typeof ALLOCATION_KEYS)[number];
+export declare const STYLE_WEIGHT_KEYS: readonly ["large_core_weight", "large_growth_weight", "large_value_weight", "mid_core_weight", "mid_growth_weight", "mid_value_weight", "small_core_weight", "small_growth_weight", "small_value_weight", "unknown_weight"];
 export declare const EquityClassificationTypes: {
     UNKNOWN: number;
     LARGE_VALUE: number;

package/dist/core/constants/Investments.es.js

@@ -1,6 +1,27 @@
-var I = /* @__PURE__ */ (function(E) {
-  return E.Stocks = "stocks", E.Bonds = "bonds", E;
-})({}), L = {
+var E = /* @__PURE__ */ (function(_) {
+  return _.Stocks = "stocks", _.Bonds = "bonds", _;
+})({}), o = [
+  "allocations_cash",
+  "allocations_convertible",
+  "allocations_foreign_bond",
+  "allocations_foreign_stock",
+  "allocations_other",
+  "allocations_preferred",
+  "allocations_us_bond",
+  "allocations_us_stock",
+  "allocations_unknown"
+], a = [
+  "large_core_weight",
+  "large_growth_weight",
+  "large_value_weight",
+  "mid_core_weight",
+  "mid_growth_weight",
+  "mid_value_weight",
+  "small_core_weight",
+  "small_growth_weight",
+  "small_value_weight",
+  "unknown_weight"
+], i = {
   UNKNOWN: 0,
   LARGE_VALUE: 1,
   LARGE_CORE: 2,
@@ -11,7 +32,7 @@ var I = /* @__PURE__ */ (function(E) {
   SMALL_VALUE: 7,
   SMALL_CORE: 8,
   SMALL_GROWTH: 9
-}, M = {
+}, I = {
   0: "UNKNOWN",
   1: "LARGE_VALUE",
   2: "LARGE_CORE",
@@ -22,7 +43,7 @@ var I = /* @__PURE__ */ (function(E) {
   7: "SMALL_VALUE",
   8: "SMALL_CORE",
   9: "SMALL_GROWTH"
-}, _ = {
+}, L = {
   UNKNOWN: 0,
   HIGH_LIMITED: 1,
   HIGH_MODERATE: 2,
@@ -33,7 +54,7 @@ var I = /* @__PURE__ */ (function(E) {
   LOW_LIMITED: 7,
   LOW_MODERATE: 8,
   LOW_EXTENSIVE: 9
-}, O = {
+}, t = {
   0: "UNKNOWN",
   1: "HIGH_LIMITED",
   2: "HIGH_MODERATE",
@@ -46,11 +67,13 @@ var I = /* @__PURE__ */ (function(E) {
   9: "LOW_EXTENSIVE"
 };
 export {
-  I as AnalysisType,
-  L as EquityClassificationTypes,
-  M as EquityClassificationValues,
-  _ as FixedIncomeClassificationTypes,
-  O as FixedIncomeClassificationValues
+  o as ALLOCATION_KEYS,
+  E as AnalysisType,
+  i as EquityClassificationTypes,
+  I as EquityClassificationValues,
+  L as FixedIncomeClassificationTypes,
+  t as FixedIncomeClassificationValues,
+  a as STYLE_WEIGHT_KEYS
 };
 
 //# sourceMappingURL=Investments.es.js.map

package/dist/core/constants/Investments.es.js.map

@@ -1 +1 @@
-{"version":3,"file":"Investments.es.js","names":[],"sources":["../../../src/core/constants/Investments.ts"],"sourcesContent":["export enum AnalysisType {\n  Stocks = 'stocks',\n  Bonds = 'bonds',\n}\n\nexport const EquityClassificationTypes = {\n  UNKNOWN: 0,\n  LARGE_VALUE: 1,\n  LARGE_CORE: 2,\n  LARGE_GROWTH: 3,\n  MID_VALUE: 4,\n  MID_CORE: 5,\n  MID_GROWTH: 6,\n  SMALL_VALUE: 7,\n  SMALL_CORE: 8,\n  SMALL_GROWTH: 9,\n}\n\nexport const EquityClassificationValues = {\n  0: 'UNKNOWN',\n  1: 'LARGE_VALUE',\n  2: 'LARGE_CORE',\n  3: 'LARGE_GROWTH',\n  4: 'MID_VALUE',\n  5: 'MID_CORE',\n  6: 'MID_GROWTH',\n  7: 'SMALL_VALUE',\n  8: 'SMALL_CORE',\n  9: 'SMALL_GROWTH',\n}\n\nexport const FixedIncomeClassificationTypes = {\n  UNKNOWN: 0,\n  HIGH_LIMITED: 1,\n  HIGH_MODERATE: 2,\n  HIGH_EXTENSIVE: 3,\n  MEDIUM_LIMITED: 4,\n  MEDIUM_MODERATE: 5,\n  MEDIUM_EXTENSIVE: 6,\n  LOW_LIMITED: 7,\n  LOW_MODERATE: 8,\n  LOW_EXTENSIVE: 9,\n}\n\nexport const FixedIncomeClassificationValues = {\n  0: 'UNKNOWN',\n  1: 'HIGH_LIMITED',\n  2: 'HIGH_MODERATE',\n  3: 'HIGH_EXTENSIVE',\n  4: 'MEDIUM_LIMITED',\n  5: 'MEDIUM_MODERATE',\n  6: 'MEDIUM_EXTENSIVE',\n  7: 'LOW_LIMITED',\n  8: 'LOW_MODERATE',\n  9: 'LOW_EXTENSIVE',\n}\n"],"mappings":"AAAA,IAAY,IAAL,0BAAA,GAAA;AACL,SAAA,EAAA,SAAA,UACA,EAAA,QAAA;AACF,GAAA,CAAA,CAAA,GAEa,IAA4B;AAAA,EACvC,SAAS;AAAA,EACT,aAAa;AAAA,EACb,YAAY;AAAA,EACZ,cAAc;AAAA,EACd,WAAW;AAAA,EACX,UAAU;AAAA,EACV,YAAY;AAAA,EACZ,aAAa;AAAA,EACb,YAAY;AAAA,EACZ,cAAc;AAChB,GAEa,IAA6B;AAAA,EACxC,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AACL,GAEa,IAAiC;AAAA,EAC5C,SAAS;AAAA,EACT,cAAc;AAAA,EACd,eAAe;AAAA,EACf,gBAAgB;AAAA,EAChB,gBAAgB;AAAA,EAChB,iBAAiB;AAAA,EACjB,kBAAkB;AAAA,EAClB,aAAa;AAAA,EACb,cAAc;AAAA,EACd,eAAe;AACjB,GAEa,IAAkC;AAAA,EAC7C,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AACL"}
+{"version":3,"file":"Investments.es.js","names":[],"sources":["../../../src/core/constants/Investments.ts"],"sourcesContent":["import type { Holding } from '../types/Holding'\n\nexport enum AnalysisType {\n  Stocks = 'stocks',\n  Bonds = 'bonds',\n}\n\n// The nine Morningstar allocation weights on a holding. Order is significant:\n// it maps positionally to the `allocations_list` copy display names.\nexport const ALLOCATION_KEYS = [\n  'allocations_cash',\n  'allocations_convertible',\n  'allocations_foreign_bond',\n  'allocations_foreign_stock',\n  'allocations_other',\n  'allocations_preferred',\n  'allocations_us_bond',\n  'allocations_us_stock',\n  'allocations_unknown',\n] as const satisfies readonly (keyof Holding)[]\n\nexport type AllocationKey = (typeof ALLOCATION_KEYS)[number]\n\n// The ten style-box weights (equity + fixed-income share the same buckets).\nexport const STYLE_WEIGHT_KEYS = [\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] as const satisfies readonly (keyof Holding)[]\n\nexport const EquityClassificationTypes = {\n  UNKNOWN: 0,\n  LARGE_VALUE: 1,\n  LARGE_CORE: 2,\n  LARGE_GROWTH: 3,\n  MID_VALUE: 4,\n  MID_CORE: 5,\n  MID_GROWTH: 6,\n  SMALL_VALUE: 7,\n  SMALL_CORE: 8,\n  SMALL_GROWTH: 9,\n}\n\nexport const EquityClassificationValues = {\n  0: 'UNKNOWN',\n  1: 'LARGE_VALUE',\n  2: 'LARGE_CORE',\n  3: 'LARGE_GROWTH',\n  4: 'MID_VALUE',\n  5: 'MID_CORE',\n  6: 'MID_GROWTH',\n  7: 'SMALL_VALUE',\n  8: 'SMALL_CORE',\n  9: 'SMALL_GROWTH',\n}\n\nexport const FixedIncomeClassificationTypes = {\n  UNKNOWN: 0,\n  HIGH_LIMITED: 1,\n  HIGH_MODERATE: 2,\n  HIGH_EXTENSIVE: 3,\n  MEDIUM_LIMITED: 4,\n  MEDIUM_MODERATE: 5,\n  MEDIUM_EXTENSIVE: 6,\n  LOW_LIMITED: 7,\n  LOW_MODERATE: 8,\n  LOW_EXTENSIVE: 9,\n}\n\nexport const FixedIncomeClassificationValues = {\n  0: 'UNKNOWN',\n  1: 'HIGH_LIMITED',\n  2: 'HIGH_MODERATE',\n  3: 'HIGH_EXTENSIVE',\n  4: 'MEDIUM_LIMITED',\n  5: 'MEDIUM_MODERATE',\n  6: 'MEDIUM_EXTENSIVE',\n  7: 'LOW_LIMITED',\n  8: 'LOW_MODERATE',\n  9: 'LOW_EXTENSIVE',\n}\n"],"mappings":"AAEA,IAAY,IAAL,0BAAA,GAAA;AACL,SAAA,EAAA,SAAA,UACA,EAAA,QAAA;AACF,GAAA,CAAA,CAAA,GAIa,IAAkB;AAAA,EAC7B;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AACF,GAKa,IAAoB;AAAA,EAC/B;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AACF,GAEa,IAA4B;AAAA,EACvC,SAAS;AAAA,EACT,aAAa;AAAA,EACb,YAAY;AAAA,EACZ,cAAc;AAAA,EACd,WAAW;AAAA,EACX,UAAU;AAAA,EACV,YAAY;AAAA,EACZ,aAAa;AAAA,EACb,YAAY;AAAA,EACZ,cAAc;AAChB,GAEa,IAA6B;AAAA,EACxC,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AACL,GAEa,IAAiC;AAAA,EAC5C,SAAS;AAAA,EACT,cAAc;AAAA,EACd,eAAe;AAAA,EACf,gBAAgB;AAAA,EAChB,gBAAgB;AAAA,EAChB,iBAAiB;AAAA,EACjB,kBAAkB;AAAA,EAClB,aAAa;AAAA,EACb,cAAc;AAAA,EACd,eAAe;AACjB,GAEa,IAAkC;AAAA,EAC7C,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AACL"}

package/dist/core/stores/HoldingStore.d.ts

@@ -15,6 +15,9 @@ export declare class HoldingStore {
         [x: string]: number;
     };
     get visibleHoldings(): Holding[];
+    get hasAllocationData(): boolean;
+    get hasAnalysisData(): boolean;
+    get selectedInvestmentAccounts(): import('..').DetailedAccount[];
     setHoldings: (holdings: Holding[]) => void;
     setShowConnectionsWidget: (value: boolean) => void;
     loadHoldings: () => Promise<void>;

package/dist/core/stores/HoldingStore.es.js

@@ -1,60 +1,70 @@
-import { HoldingApi as e } from "../api/HoldingApi.es.js";
+import { HoldingApi as o } from "../api/HoldingApi.es.js";
 import { AnalysisType as n } from "../constants/Investments.es.js";
-import { analysisChartData as a, analysisDetailsData as r, mapDataToPercentageGrid as l } from "../utils/InvestmentUtil.es.js";
-import { makeAutoObservable as d, runInAction as h } from "mobx";
-var y = class {
+import { analysisChartData as a, analysisDetailsData as l, holdingHasAllocationData as r, holdingHasStyleData as d, mapDataToPercentageGrid as h } from "../utils/InvestmentUtil.es.js";
+import { makeAutoObservable as c, runInAction as g } from "mobx";
+var m = class {
   analysisType = n.Stocks;
-  api = new e("/", "");
+  api = new o("/", "");
   holdings = [];
   holdingsLoaded = !1;
   globalStore;
   showConnectionsWidget = !1;
-  constructor(i) {
-    this.globalStore = i, this.api = new e(i.endpoint, i.sessionToken, i.onError), d(this);
+  constructor(s) {
+    this.globalStore = s, this.api = new o(s.endpoint, s.sessionToken, s.onError), c(this);
   }
   get analysisChartData() {
-    return l(a(this.visibleHoldings), this.analysisType);
+    return h(a(this.visibleHoldings), this.analysisType);
   }
   get analysisDetails() {
-    return r(this.visibleHoldings)[this.analysisType] || {};
+    return l(this.visibleHoldings)[this.analysisType] || {};
   }
   get visibleHoldings() {
-    return this.holdings.filter((i) => this.globalStore.globalUiStore.selectedAccountGuids.includes(i.account_guid));
+    return this.holdings.filter((s) => this.globalStore.globalUiStore.selectedAccountGuids.includes(s.account_guid));
   }
-  setHoldings = (i) => {
-    this.holdings = i, this.holdingsLoaded = !0;
+  get hasAllocationData() {
+    return this.visibleHoldings.some(r) ? !0 : this.selectedInvestmentAccounts.some((s) => (s.cash_balance ?? 0) > 0);
+  }
+  get hasAnalysisData() {
+    return this.visibleHoldings.some(d);
+  }
+  get selectedInvestmentAccounts() {
+    const { selectedAccountGuids: s } = this.globalStore.globalUiStore;
+    return this.globalStore.accountStore.visibleInvestmentAccounts.filter((t) => s.includes(t.guid));
+  }
+  setHoldings = (s) => {
+    this.holdings = s, this.holdingsLoaded = !0;
   };
-  setShowConnectionsWidget = (i) => {
-    this.showConnectionsWidget = i;
+  setShowConnectionsWidget = (s) => {
+    this.showConnectionsWidget = s;
   };
   loadHoldings = async () => {
     try {
-      const i = await this.api.getHoldings();
-      this.setHoldings(i);
-    } catch (i) {
-      console.error("Error occurred while getting holdings:", i), this.globalStore.captureException(i, { store: "HoldingStore" });
+      const s = await this.api.getHoldings();
+      this.setHoldings(s);
+    } catch (s) {
+      console.error("Error occurred while getting holdings:", s), this.globalStore.captureException(s, { store: "HoldingStore" });
     }
   };
-  setAnalysisType = (i) => {
-    this.analysisType = i;
+  setAnalysisType = (s) => {
+    this.analysisType = s;
   };
-  updateHoldings = async (i) => {
+  updateHoldings = async (s) => {
     this.holdingsLoaded = !1;
     try {
-      const s = await this.api.updateHoldings(i), o = this.holdings.findIndex(({ guid: t }) => t === i.guid);
-      if (o >= 0) {
-        const t = [...this.holdings];
-        t[o] = s, h(() => {
-          this.holdings = t, this.holdingsLoaded = !0;
+      const t = await this.api.updateHoldings(s), e = this.holdings.findIndex(({ guid: i }) => i === s.guid);
+      if (e >= 0) {
+        const i = [...this.holdings];
+        i[e] = t, g(() => {
+          this.holdings = i, this.holdingsLoaded = !0;
         });
       }
-    } catch (s) {
-      console.error("Error occurred while updating holding:", s), this.globalStore.captureException(s, { store: "HoldingStore" });
+    } catch (t) {
+      console.error("Error occurred while updating holding:", t), this.globalStore.captureException(t, { store: "HoldingStore" });
     }
   };
 };
 export {
-  y as HoldingStore
+  m as HoldingStore
 };
 
 //# sourceMappingURL=HoldingStore.es.js.map

package/dist/core/stores/HoldingStore.es.js.map

@@ -1 +1 @@
-{"version":3,"file":"HoldingStore.es.js","names":[],"sources":["../../../src/core/stores/HoldingStore.ts"],"sourcesContent":["import { makeAutoObservable, runInAction } from 'mobx'\n\nimport { HoldingApi } from '../api'\nimport { AnalysisType } from '../constants/Investments'\nimport { type Holding } from '../types'\nimport {\n  analysisChartData,\n  analysisDetailsData,\n  mapDataToPercentageGrid,\n} from '../utils/InvestmentUtil'\n\nimport { GlobalStore } from './GlobalStore'\n\nexport class HoldingStore {\n  analysisType: AnalysisType = AnalysisType.Stocks\n  api = new HoldingApi('/', '')\n  holdings: Holding[] = []\n  holdingsLoaded = false\n  globalStore: GlobalStore\n  showConnectionsWidget = false\n\n  constructor(globalStore: GlobalStore) {\n    this.globalStore = globalStore\n    this.api = new HoldingApi(globalStore.endpoint, globalStore.sessionToken, globalStore.onError)\n\n    makeAutoObservable(this)\n  }\n\n  get analysisChartData() {\n    return mapDataToPercentageGrid(analysisChartData(this.visibleHoldings), this.analysisType)\n  }\n\n  get analysisDetails() {\n    return analysisDetailsData(this.visibleHoldings)[this.analysisType] || {}\n  }\n\n  get visibleHoldings() {\n    return this.holdings.filter((holding) =>\n      this.globalStore.globalUiStore.selectedAccountGuids.includes(holding.account_guid),\n    )\n  }\n\n  setHoldings = (holdings: Holding[]) => {\n    this.holdings = holdings\n    this.holdingsLoaded = true\n  }\n\n  setShowConnectionsWidget = (value: boolean) => {\n    this.showConnectionsWidget = value\n  }\n\n  loadHoldings = async () => {\n    try {\n      const holdings = await this.api.getHoldings()\n      this.setHoldings(holdings)\n    } catch (error) {\n      console.error('Error occurred while getting holdings:', error)\n      this.globalStore.captureException(error, { store: 'HoldingStore' })\n    }\n  }\n\n  setAnalysisType = (analysisType: AnalysisType) => {\n    this.analysisType = analysisType\n  }\n\n  updateHoldings = async (holding: Holding) => {\n    this.holdingsLoaded = false\n    try {\n      const updatedHolding = await this.api.updateHoldings(holding)\n      const updatedIndex = this.holdings.findIndex(({ guid }) => guid === holding.guid)\n\n      if (updatedIndex >= 0) {\n        const holdings = [...this.holdings]\n        holdings[updatedIndex] = updatedHolding\n\n        runInAction(() => {\n          this.holdings = holdings\n          this.holdingsLoaded = true\n        })\n      }\n    } catch (error) {\n      console.error('Error occurred while updating holding:', error)\n      this.globalStore.captureException(error, { store: 'HoldingStore' })\n    }\n  }\n}\n"],"mappings":";;;;AAaA,IAAa,IAAb,MAA0B;AAAA,EACxB,eAA6B,EAAa;AAAA,EAC1C,MAAM,IAAI,EAAW,KAAK,EAAE;AAAA,EAC5B,WAAsB,CAAC;AAAA,EACvB,iBAAiB;AAAA,EACjB;AAAA,EACA,wBAAwB;AAAA,EAExB,YAAY,GAA0B;AACpC,SAAK,cAAc,GACnB,KAAK,MAAM,IAAI,EAAW,EAAY,UAAU,EAAY,cAAc,EAAY,OAAO,GAE7F,EAAmB,IAAI;AAAA,EACzB;AAAA,EAEA,IAAI,oBAAoB;AACtB,WAAO,EAAwB,EAAkB,KAAK,eAAe,GAAG,KAAK,YAAY;AAAA,EAC3F;AAAA,EAEA,IAAI,kBAAkB;AACpB,WAAO,EAAoB,KAAK,eAAe,EAAE,KAAK,YAAA,KAAiB,CAAC;AAAA,EAC1E;AAAA,EAEA,IAAI,kBAAkB;AACpB,WAAO,KAAK,SAAS,OAAA,CAAQ,MAC3B,KAAK,YAAY,cAAc,qBAAqB,SAAS,EAAQ,YAAY,CACnF;AAAA,EACF;AAAA,EAEA,cAAA,CAAe,MAAwB;AACrC,SAAK,WAAW,GAChB,KAAK,iBAAiB;AAAA,EACxB;AAAA,EAEA,2BAAA,CAA4B,MAAmB;AAC7C,SAAK,wBAAwB;AAAA,EAC/B;AAAA,EAEA,eAAe,YAAY;AACzB,QAAI;AACF,YAAM,IAAW,MAAM,KAAK,IAAI,YAAY;AAC5C,WAAK,YAAY,CAAQ;AAAA,IAC3B,SAAS,GAAO;AACd,cAAQ,MAAM,0CAA0C,CAAK,GAC7D,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,eAAe,CAAC;AAAA,IACpE;AAAA,EACF;AAAA,EAEA,kBAAA,CAAmB,MAA+B;AAChD,SAAK,eAAe;AAAA,EACtB;AAAA,EAEA,iBAAiB,OAAO,MAAqB;AAC3C,SAAK,iBAAiB;AACtB,QAAI;AACF,YAAM,IAAiB,MAAM,KAAK,IAAI,eAAe,CAAO,GACtD,IAAe,KAAK,SAAS,UAAA,CAAW,EAAE,MAAA,EAAA,MAAW,MAAS,EAAQ,IAAI;AAEhF,UAAI,KAAgB,GAAG;AACrB,cAAM,IAAW,CAAC,GAAG,KAAK,QAAQ;AAClC,QAAA,EAAS,CAAA,IAAgB,GAEzB,EAAA,MAAkB;AAChB,eAAK,WAAW,GAChB,KAAK,iBAAiB;AAAA,QACxB,CAAC;AAAA,MACH;AAAA,IACF,SAAS,GAAO;AACd,cAAQ,MAAM,0CAA0C,CAAK,GAC7D,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,eAAe,CAAC;AAAA,IACpE;AAAA,EACF;AACF"}
+{"version":3,"file":"HoldingStore.es.js","names":[],"sources":["../../../src/core/stores/HoldingStore.ts"],"sourcesContent":["import { makeAutoObservable, runInAction } from 'mobx'\n\nimport { HoldingApi } from '../api'\nimport { AnalysisType } from '../constants/Investments'\nimport { type Holding } from '../types'\nimport {\n  analysisChartData,\n  analysisDetailsData,\n  holdingHasAllocationData,\n  holdingHasStyleData,\n  mapDataToPercentageGrid,\n} from '../utils/InvestmentUtil'\n\nimport { GlobalStore } from './GlobalStore'\n\nexport class HoldingStore {\n  analysisType: AnalysisType = AnalysisType.Stocks\n  api = new HoldingApi('/', '')\n  holdings: Holding[] = []\n  holdingsLoaded = false\n  globalStore: GlobalStore\n  showConnectionsWidget = false\n\n  constructor(globalStore: GlobalStore) {\n    this.globalStore = globalStore\n    this.api = new HoldingApi(globalStore.endpoint, globalStore.sessionToken, globalStore.onError)\n\n    makeAutoObservable(this)\n  }\n\n  get analysisChartData() {\n    return mapDataToPercentageGrid(analysisChartData(this.visibleHoldings), this.analysisType)\n  }\n\n  get analysisDetails() {\n    return analysisDetailsData(this.visibleHoldings)[this.analysisType] || {}\n  }\n\n  get visibleHoldings() {\n    return this.holdings.filter((holding) =>\n      this.globalStore.globalUiStore.selectedAccountGuids.includes(holding.account_guid),\n    )\n  }\n\n  // Cash counts because a cash balance renders as a synthetic donut slice.\n  get hasAllocationData() {\n    if (this.visibleHoldings.some(holdingHasAllocationData)) return true\n\n    return this.selectedInvestmentAccounts.some((account) => (account.cash_balance ?? 0) > 0)\n  }\n\n  get hasAnalysisData() {\n    return this.visibleHoldings.some(holdingHasStyleData)\n  }\n\n  get selectedInvestmentAccounts() {\n    const { selectedAccountGuids } = this.globalStore.globalUiStore\n    return this.globalStore.accountStore.visibleInvestmentAccounts.filter((account) =>\n      selectedAccountGuids.includes(account.guid),\n    )\n  }\n\n  setHoldings = (holdings: Holding[]) => {\n    this.holdings = holdings\n    this.holdingsLoaded = true\n  }\n\n  setShowConnectionsWidget = (value: boolean) => {\n    this.showConnectionsWidget = value\n  }\n\n  loadHoldings = async () => {\n    try {\n      const holdings = await this.api.getHoldings()\n      this.setHoldings(holdings)\n    } catch (error) {\n      console.error('Error occurred while getting holdings:', error)\n      this.globalStore.captureException(error, { store: 'HoldingStore' })\n    }\n  }\n\n  setAnalysisType = (analysisType: AnalysisType) => {\n    this.analysisType = analysisType\n  }\n\n  updateHoldings = async (holding: Holding) => {\n    this.holdingsLoaded = false\n    try {\n      const updatedHolding = await this.api.updateHoldings(holding)\n      const updatedIndex = this.holdings.findIndex(({ guid }) => guid === holding.guid)\n\n      if (updatedIndex >= 0) {\n        const holdings = [...this.holdings]\n        holdings[updatedIndex] = updatedHolding\n\n        runInAction(() => {\n          this.holdings = holdings\n          this.holdingsLoaded = true\n        })\n      }\n    } catch (error) {\n      console.error('Error occurred while updating holding:', error)\n      this.globalStore.captureException(error, { store: 'HoldingStore' })\n    }\n  }\n}\n"],"mappings":";;;;AAeA,IAAa,IAAb,MAA0B;AAAA,EACxB,eAA6B,EAAa;AAAA,EAC1C,MAAM,IAAI,EAAW,KAAK,EAAE;AAAA,EAC5B,WAAsB,CAAC;AAAA,EACvB,iBAAiB;AAAA,EACjB;AAAA,EACA,wBAAwB;AAAA,EAExB,YAAY,GAA0B;AACpC,SAAK,cAAc,GACnB,KAAK,MAAM,IAAI,EAAW,EAAY,UAAU,EAAY,cAAc,EAAY,OAAO,GAE7F,EAAmB,IAAI;AAAA,EACzB;AAAA,EAEA,IAAI,oBAAoB;AACtB,WAAO,EAAwB,EAAkB,KAAK,eAAe,GAAG,KAAK,YAAY;AAAA,EAC3F;AAAA,EAEA,IAAI,kBAAkB;AACpB,WAAO,EAAoB,KAAK,eAAe,EAAE,KAAK,YAAA,KAAiB,CAAC;AAAA,EAC1E;AAAA,EAEA,IAAI,kBAAkB;AACpB,WAAO,KAAK,SAAS,OAAA,CAAQ,MAC3B,KAAK,YAAY,cAAc,qBAAqB,SAAS,EAAQ,YAAY,CACnF;AAAA,EACF;AAAA,EAGA,IAAI,oBAAoB;AACtB,WAAI,KAAK,gBAAgB,KAAK,CAAwB,IAAU,KAEzD,KAAK,2BAA2B,KAAA,CAAM,OAAa,EAAQ,gBAAgB,KAAK,CAAC;AAAA,EAC1F;AAAA,EAEA,IAAI,kBAAkB;AACpB,WAAO,KAAK,gBAAgB,KAAK,CAAmB;AAAA,EACtD;AAAA,EAEA,IAAI,6BAA6B;AAC/B,UAAM,EAAE,sBAAA,EAAA,IAAyB,KAAK,YAAY;AAClD,WAAO,KAAK,YAAY,aAAa,0BAA0B,OAAA,CAAQ,MACrE,EAAqB,SAAS,EAAQ,IAAI,CAC5C;AAAA,EACF;AAAA,EAEA,cAAA,CAAe,MAAwB;AACrC,SAAK,WAAW,GAChB,KAAK,iBAAiB;AAAA,EACxB;AAAA,EAEA,2BAAA,CAA4B,MAAmB;AAC7C,SAAK,wBAAwB;AAAA,EAC/B;AAAA,EAEA,eAAe,YAAY;AACzB,QAAI;AACF,YAAM,IAAW,MAAM,KAAK,IAAI,YAAY;AAC5C,WAAK,YAAY,CAAQ;AAAA,IAC3B,SAAS,GAAO;AACd,cAAQ,MAAM,0CAA0C,CAAK,GAC7D,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,eAAe,CAAC;AAAA,IACpE;AAAA,EACF;AAAA,EAEA,kBAAA,CAAmB,MAA+B;AAChD,SAAK,eAAe;AAAA,EACtB;AAAA,EAEA,iBAAiB,OAAO,MAAqB;AAC3C,SAAK,iBAAiB;AACtB,QAAI;AACF,YAAM,IAAiB,MAAM,KAAK,IAAI,eAAe,CAAO,GACtD,IAAe,KAAK,SAAS,UAAA,CAAW,EAAE,MAAA,EAAA,MAAW,MAAS,EAAQ,IAAI;AAEhF,UAAI,KAAgB,GAAG;AACrB,cAAM,IAAW,CAAC,GAAG,KAAK,QAAQ;AAClC,QAAA,EAAS,CAAA,IAAgB,GAEzB,EAAA,MAAkB;AAChB,eAAK,WAAW,GAChB,KAAK,iBAAiB;AAAA,QACxB,CAAC;AAAA,MACH;AAAA,IACF,SAAS,GAAO;AACd,cAAQ,MAAM,0CAA0C,CAAK,GAC7D,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,eAAe,CAAC;AAAA,IACpE;AAAA,EACF;AACF"}

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

@@ -1,6 +1,10 @@
 import { Holding } from '../types';
 import { AnalysisType } from '../constants/Investments';
 type WeightMap = Record<string, number>;
+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 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

@@ -1,80 +1,93 @@
-import { AnalysisType as V, EquityClassificationTypes as b, EquityClassificationValues as m, FixedIncomeClassificationTypes as L, FixedIncomeClassificationValues as f } from "../constants/Investments.es.js";
-import x from "numeral";
-var d = (e, a = 3) => {
-  const r = Object.keys(e).map(Number).filter((t) => t !== 0).sort((t, i) => t - i), s = [];
-  for (let t = 0; t < r.length; t += a) s.push(r.slice(t, t + a).map((i) => e[i]));
+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 W from "numeral";
+var S = 80, x = 120, h = (e) => e > S && e < x, C = (e) => {
+  const t = Number(e);
+  return Number.isFinite(t) && t !== 0;
+}, d = (e) => {
+  const t = Number(e);
+  return Number.isFinite(t) && t >= 1 && t <= 9;
+}, F = (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) => {
+  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;
-}, A = d(f), G = d(m), D = (e) => {
-  const a = p(e, k), r = p(e, w), s = (t, i) => {
-    const c = t.reduce((o, n) => o + O(n), 0), u = t.reduce((o, n) => {
-      const l = i(n);
-      return Object.keys(l).forEach((_) => o[_] = (o[_] || 0) + l[_]), o;
+}, 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;
     }, {});
-    return Object.fromEntries(Object.entries(u).map(([o, n]) => [o, n / c * 100]));
+    return Object.fromEntries(Object.entries(u).map(([n, c]) => [n, c / o * 100]));
   };
   return {
-    stocks: s(a, y),
-    bonds: s(r, h)
+    stocks: s(t, L),
+    bonds: s(r, b)
   };
-}, N = (e) => {
-  const a = e.filter((t) => !isNaN(t.equity_classification)), r = e.filter((t) => !isNaN(t.fixed_income_classification)), s = (t, i, c) => t.reduce((u, o) => {
-    const n = i(o);
-    return Object.keys(c).forEach((l) => {
-      u[l] = (u[l] || 0) + (n[l] || 0);
+}, 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) => {
+    const c = i(n);
+    return Object.keys(o).forEach((l) => {
+      u[l] = (u[l] || 0) + (c[l] || 0);
     }), u;
   }, {});
   return {
-    stocks: s(a, y, b),
-    bonds: s(r, h, L)
+    stocks: s(t, L, A),
+    bonds: s(r, b, G)
   };
-}, C = (e, a) => Object.fromEntries(Object.entries(e).map(([r, s]) => [r, s * a / 100])), h = (e) => E(e, w, f), w = (e) => {
-  const a = e.fixed_income_classification;
-  return { [f[a]]: 100 };
-}, y = (e) => E(e, k, m), k = (e) => {
-  const { large_core_weight: a, large_growth_weight: r, large_value_weight: s, mid_core_weight: t, mid_growth_weight: i, mid_value_weight: c, small_core_weight: u, small_growth_weight: o, small_value_weight: n, unknown_weight: l, equity_classification: _ } = e, v = {
-    LARGE_CORE: a ?? 0,
+}, H = (e, t) => Object.fromEntries(Object.entries(e).map(([r, s]) => [r, s * t / 100])), b = (e) => O(e, y, f), y = (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 = {
+    LARGE_CORE: t ?? 0,
     LARGE_GROWTH: r ?? 0,
     LARGE_VALUE: s ?? 0,
-    MID_CORE: t ?? 0,
+    MID_CORE: a ?? 0,
     MID_GROWTH: i ?? 0,
-    MID_VALUE: c ?? 0,
+    MID_VALUE: o ?? 0,
     SMALL_CORE: u ?? 0,
-    SMALL_GROWTH: o ?? 0,
-    SMALL_VALUE: n ?? 0,
+    SMALL_GROWTH: n ?? 0,
+    SMALL_VALUE: c ?? 0,
     UNKNOWN: l ?? 0
   };
-  return g(v) === 0 && _ !== void 0 ? { [m[_]]: 100 } : v;
-}, E = (e, a, r) => {
-  const s = a(e), t = O(e), i = C(s, t);
-  if (g(i) === 0) {
-    const c = String(e.equity_classification ?? e.fixed_income_classification);
-    if (c in r) return { [r[c]]: t };
-    console.error(`Invalid classification key: ${c}`);
+  return v(g) === 0 && _ !== void 0 ? { [m[_]]: 100 } : g;
+}, O = (e, t, r) => {
+  const s = t(e), a = N(e), i = H(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: ${o}`);
   }
   return i;
-}, I = (e) => e.split("_").map((a) => a.charAt(0).toUpperCase() + a.slice(1).toLowerCase()).join(" "), W = (e) => e >= 1 ? `${x(e).format("0")}%` : "< 1%", O = (e) => e.calculated_market_value ?? e.market_value, p = (e, a) => e.filter((r) => {
-  const s = a(r), t = g(s);
-  return t > 80 && t < 120;
-}), M = (e, a) => {
-  const r = a === V.Stocks ? G : A, s = e[a];
-  return !s || Object.keys(s).length === 0 ? r.map((t) => t.map(() => "0%")) : r.map((t) => t.map((i) => W(s[i] ?? 0)));
-}, g = (e) => Object.values(e).reduce((a, r) => a + r, 0);
+}, 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) => {
+  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)));
+}, v = (e) => Object.values(e).reduce((t, r) => t + r, 0);
 export {
-  D as analysisChartData,
-  N as analysisDetailsData,
-  A as bondGroups,
-  C as calculateWeightedValue,
-  d as createGroups,
-  w as extractBondWeight,
-  k as extractStockWeight,
-  E as extractValueFromWeight,
-  I as formatKey,
-  W as formatPercent,
-  O as getHoldingValue,
+  K as analysisChartData,
+  U as analysisDetailsData,
+  I as bondGroups,
+  H 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,
-  M as mapDataToPercentageGrid,
-  G as stockGroups,
-  g as sumValues
+  q as holdingHasAllocationData,
+  F as holdingHasStyleData,
+  C as isMeaningfulNumber,
+  d as isValidClassification,
+  B as mapDataToPercentageGrid,
+  D as stockGroups,
+  v as sumValues
 };
 
 //# sourceMappingURL=InvestmentUtil.es.js.map

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  AnalysisType,\n  EquityClassificationTypes,\n  EquityClassificationValues,\n  FixedIncomeClassificationTypes,\n  FixedIncomeClassificationValues,\n} from '../constants/Investments'\n\ntype WeightMap = Record<string, number>\n\nexport const createGroups = (classificationObj: Record<number, string>, groupSize = 3) => {\n  const keys = Object.keys(classificationObj)\n    .map(Number)\n    .filter((k) => k !== 0)\n    .sort((a, b) => a - b)\n\n  const groups = []\n  for (let i = 0; i < keys.length; i += groupSize) {\n    groups.push(keys.slice(i, i + groupSize).map((key) => classificationObj[key]))\n  }\n  return groups\n}\n\nexport const bondGroups = createGroups(FixedIncomeClassificationValues)\nexport const stockGroups = createGroups(EquityClassificationValues)\n\nexport const analysisChartData = (holdings: Holding[]) => {\n  const stocks = getValidHoldings(holdings, extractStockWeight)\n  const bonds = getValidHoldings(holdings, extractBondWeight)\n\n  const processGroupData = (group: Holding[], extractValueFn: (holding: Holding) => WeightMap) => {\n    const totalValue = group.reduce((acc, holding) => acc + getHoldingValue(holding), 0)\n    const groupValues = group.reduce((acc, holding) => {\n      const value = extractValueFn(holding)\n      Object.keys(value).forEach((key) => (acc[key] = (acc[key] || 0) + value[key]))\n      return acc\n    }, {} as WeightMap)\n\n    return Object.fromEntries(\n      Object.entries(groupValues).map(([key, value]) => [key, (value / totalValue) * 100]),\n    )\n  }\n\n  const data = {\n    stocks: processGroupData(stocks, extractStockValueFromWeight),\n    bonds: processGroupData(bonds, extractBondValueFromWeight),\n  }\n\n  return data\n}\n\nexport const analysisDetailsData = (holdings: Holding[]) => {\n  const stocks = holdings.filter((holding) => !isNaN(holding.equity_classification))\n  const bonds = holdings.filter((holding) => !isNaN(holding.fixed_income_classification))\n\n  const aggregateValues = (\n    holdings: Holding[],\n    extractValueFn: (holding: Holding) => WeightMap,\n    classificationTypes: Record<string, number>,\n  ) => {\n    return holdings.reduce((acc, holding) => {\n      const values = extractValueFn(holding)\n      Object.keys(classificationTypes).forEach((sector) => {\n        acc[sector] = (acc[sector] || 0) + (values[sector] || 0)\n      })\n      return acc\n    }, {} as WeightMap)\n  }\n\n  return {\n    stocks: aggregateValues(stocks, extractStockValueFromWeight, EquityClassificationTypes),\n    bonds: aggregateValues(bonds, extractBondValueFromWeight, FixedIncomeClassificationTypes),\n  }\n}\n\nexport const calculateWeightedValue = (weights: WeightMap, value: number): WeightMap => {\n  return Object.fromEntries(\n    Object.entries(weights).map(([key, weight]) => [key, (weight * value) / 100]),\n  )\n}\n\nconst extractBondValueFromWeight = (bond: Holding) =>\n  extractValueFromWeight(bond, extractBondWeight, FixedIncomeClassificationValues)\n\nexport const extractBondWeight = (bond: Holding): WeightMap => {\n  const classificationKey = bond.fixed_income_classification\n  return {\n    [FixedIncomeClassificationValues[\n      classificationKey as keyof typeof FixedIncomeClassificationValues\n    ]]: 100,\n  }\n}\n\nconst extractStockValueFromWeight = (stock: Holding) =>\n  extractValueFromWeight(stock, extractStockWeight, EquityClassificationValues)\n\nexport const extractStockWeight = (stock: Holding): WeightMap => {\n  const {\n    large_core_weight,\n    large_growth_weight,\n    large_value_weight,\n    mid_core_weight,\n    mid_growth_weight,\n    mid_value_weight,\n    small_core_weight,\n    small_growth_weight,\n    small_value_weight,\n    unknown_weight,\n    equity_classification,\n  } = stock\n\n  const data: WeightMap = {\n    LARGE_CORE: large_core_weight ?? 0,\n    LARGE_GROWTH: large_growth_weight ?? 0,\n    LARGE_VALUE: large_value_weight ?? 0,\n    MID_CORE: mid_core_weight ?? 0,\n    MID_GROWTH: mid_growth_weight ?? 0,\n    MID_VALUE: mid_value_weight ?? 0,\n    SMALL_CORE: small_core_weight ?? 0,\n    SMALL_GROWTH: small_growth_weight ?? 0,\n    SMALL_VALUE: small_value_weight ?? 0,\n    UNKNOWN: unknown_weight ?? 0,\n  }\n\n  if (sumValues(data) === 0 && equity_classification !== undefined) {\n    const key =\n      EquityClassificationValues[equity_classification as keyof typeof EquityClassificationValues]\n    return { [key]: 100 }\n  }\n\n  return data\n}\n\nexport const extractValueFromWeight = (\n  holding: Holding,\n  extractWeightFn: (h: Holding) => WeightMap,\n  classificationValues: Record<string, string>,\n): WeightMap => {\n  const weights = extractWeightFn(holding)\n  const value = getHoldingValue(holding)\n  const weightedValues = calculateWeightedValue(weights, value)\n\n  if (sumValues(weightedValues) === 0) {\n    const classificationKey = String(\n      holding.equity_classification ?? holding.fixed_income_classification,\n    )\n\n    if (classificationKey in classificationValues) {\n      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    const total = sumValues(weight)\n    return total > 80 && total < 120\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":";;AAcA,IAAa,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,GAChC,IAAQ,EAAU,CAAM;AAC9B,SAAO,IAAQ,MAAM,IAAQ;AAC/B,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"}
+{"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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package/dist/investments/InvestmentsWidget.es.js

@@ -1,72 +1,106 @@
-import { useAccountStore as W, useEvent as w, useGlobalCopyStore as x, useGlobalUiStore as D, useHoldingStore as f } from "../common/context/hooks.es.js";
-import { useScreenSize as M } from "../common/hooks/useScreenSize.es.js";
-import { useWidgetLoadTimer as G } from "../common/hooks/useWidgetLoadTimer.es.js";
-import { ANALYTICS_EVENTS as o } from "../common/constants/Analytics.es.js";
-import { AccountType as O } from "../core/types/Account.es.js";
-import k from "../common/components/Loader.es.js";
-import { WidgetContainer as F } from "../common/components/WidgetContainer.es.js";
-import { EmptyState as K } from "../common/components/EmptyState.es.js";
-import V from "../accounts/components/ConnectionsDrawer.es.js";
-import H from "./components/Allocation.es.js";
-import U from "./components/Analysis.es.js";
-import j from "./components/Overview.es.js";
-import { TabTitle as z } from "./components/TabTitle.es.js";
-import c from "react";
-import { observer as R } from "mobx-react-lite";
-import Y from "@mui/material/Stack";
-import { Fragment as B, jsx as t, jsxs as l } from "react/jsx-runtime";
-import $ from "@mui/material/Tab";
-import q from "@mui/material/Tabs";
-var ut = R(({ onBackClick: u, onMenuClick: T, sx: _ }) => {
-  const { onEvent: n } = w(), { isMobile: C } = M(), { isAccountDataLoaded: E, loadAccountData: b, visibleInvestmentAccounts: I } = W(), { visibleHoldings: S, setShowConnectionsWidget: m, showConnectionsWidget: g } = f(), { investments: e, accounts: v } = x(), { isInitialized: r } = D(), [i, h] = c.useState(0), { loadHoldings: A, holdingsLoaded: d } = f();
-  G({
+import { useAccountStore as O, useEvent as k, useGlobalCopyStore as F, useGlobalUiStore as K, useHoldingStore as y } from "../common/context/hooks.es.js";
+import { useScreenSize as V } from "../common/hooks/useScreenSize.es.js";
+import { useWidgetLoadTimer as H } from "../common/hooks/useWidgetLoadTimer.es.js";
+import { ANALYTICS_EVENTS as s } from "../common/constants/Analytics.es.js";
+import { AccountType as U } from "../core/types/Account.es.js";
+import j from "../common/components/Loader.es.js";
+import { WidgetContainer as z } from "../common/components/WidgetContainer.es.js";
+import { EmptyState as B } from "../common/components/EmptyState.es.js";
+import R from "../accounts/components/ConnectionsDrawer.es.js";
+import Y from "./components/Allocation.es.js";
+import $ from "./components/Analysis.es.js";
+import q from "./components/Overview.es.js";
+import { TabTitle as J } from "./components/TabTitle.es.js";
+import l from "react";
+import { observer as P } from "mobx-react-lite";
+import Q from "@mui/material/Stack";
+import { Fragment as X, jsx as t, jsxs as T } from "react/jsx-runtime";
+import Z from "@mui/material/Tab";
+import tt from "@mui/material/Tabs";
+import et from "@mui/material/Tooltip";
+var It = P(({ onBackClick: I, onMenuClick: S, sx: g }) => {
+  const { onEvent: c } = k(), { isMobile: v } = V(), { isAccountDataLoaded: A, loadAccountData: N, visibleInvestmentAccounts: L } = O(), { visibleHoldings: x, hasAllocationData: m, hasAnalysisData: d, setShowConnectionsWidget: _, showConnectionsWidget: D } = y(), { investments: e, accounts: W } = F(), { isInitialized: p } = K(), [o, f] = l.useState(0), { loadHoldings: w, holdingsLoaded: n } = y();
+  H({
     widgetName: "InvestmentsWidget",
-    isLoaded: d
-  }), c.useEffect(() => {
-    E || b().finally();
-  }, []), c.useEffect(() => {
-    r && A().finally();
-  }, [r]);
-  const N = () => {
-    n(o.INVESTMENT_WIDGET_ACCOUNT_FILTER_CLICK);
+    isLoaded: n
+  }), l.useEffect(() => {
+    A || N().finally();
+  }, []), l.useEffect(() => {
+    p && w().finally();
+  }, [p]), l.useEffect(() => {
+    n && (o === 1 && !m && f(0), o === 2 && !d && f(0));
+  }, [
+    o,
+    m,
+    d,
+    n
+  ]);
+  const M = () => {
+    c(s.INVESTMENT_WIDGET_ACCOUNT_FILTER_CLICK);
   };
-  if (!r || !d) return /* @__PURE__ */ t(k, {});
-  const y = [
-    o.INVESTMENT_WIDGET_DETAILS_CLICK,
-    o.INVESTMENT_WIDGET_ALLOCATION_CLICK,
-    o.INVESTMENT_WIDGET_ANALYSIS_CLICK
-  ], s = I.length === 0 && S.length === 0, L = [
-    e.tab_overview_title,
-    e.tab_allocation_title,
-    e.tab_analysis_title
+  if (!p || !n) return /* @__PURE__ */ t(j, {});
+  const G = [
+    s.INVESTMENT_WIDGET_DETAILS_CLICK,
+    s.INVESTMENT_WIDGET_ALLOCATION_CLICK,
+    s.INVESTMENT_WIDGET_ANALYSIS_CLICK
+  ], i = L.length === 0 && x.length === 0, b = [
+    {
+      title: e.tab_overview_title,
+      disabled: !1,
+      tooltip: ""
+    },
+    {
+      title: e.tab_allocation_title,
+      disabled: !m,
+      tooltip: e.allocation.empty_data
+    },
+    {
+      title: e.tab_analysis_title,
+      disabled: !d,
+      tooltip: e.analysis.empty_data
+    }
   ];
-  return /* @__PURE__ */ l(F, {
-    allowedAccountTypes: [O.INVESTMENT],
-    onAccountsFilterClick: N,
-    onBackClick: u,
-    onMenuClick: T,
-    sx: _,
+  return /* @__PURE__ */ T(z, {
+    allowedAccountTypes: [U.INVESTMENT],
+    onAccountsFilterClick: M,
+    onBackClick: I,
+    onMenuClick: S,
+    sx: g,
     title: e.title,
-    children: [/* @__PURE__ */ l(Y, {
-      mx: C ? 0 : 48,
+    children: [/* @__PURE__ */ T(Q, {
+      mx: v ? 0 : 48,
       my: 24,
-      children: [/* @__PURE__ */ t(q, {
-        onChange: (a, p) => {
-          h(p), n(y[p]);
+      children: [/* @__PURE__ */ t(tt, {
+        onChange: (r, a) => {
+          i || b[a]?.disabled || (f(a), c(G[a]));
         },
         sx: { bgcolor: "background.paper" },
         textColor: "primary",
-        value: s ? !1 : i,
+        value: i ? !1 : o,
         variant: "fullWidth",
-        children: L.map((a) => /* @__PURE__ */ t($, {
-          disabled: s,
-          label: /* @__PURE__ */ t(z, { title: a })
-        }, a))
-      }), s ? /* @__PURE__ */ t(K, {
+        children: b.map(({ title: r, disabled: a, tooltip: C }) => {
+          const u = i || a, E = u && !i && !!C, h = /* @__PURE__ */ t(Z, {
+            "aria-disabled": u || void 0,
+            label: /* @__PURE__ */ t(J, { title: r }),
+            sx: {
+              ...E && { flex: 1 },
+              ...u && {
+                opacity: 0.38,
+                cursor: "default"
+              }
+            }
+          }, r);
+          return E ? /* @__PURE__ */ t(et, {
+            describeChild: !0,
+            title: C,
+            children: h
+          }, r) : h;
+        })
+      }), i ? /* @__PURE__ */ t(B, {
         header: e.empty_state_header,
         icon: "bid_landscape",
         onClick: () => {
-          m(!0), n(o.ACCOUNTS_CLICK_CONNECT);
+          _(!0), c(s.ACCOUNTS_CLICK_CONNECT);
         },
         primaryButton: e.overview.connect_accounts,
         subText: e.empty_state_description,
@@ -79,20 +113,20 @@ var ut = R(({ onBackClick: u, onMenuClick: T, sx: _ }) => {
           },
           px: 16
         }
-      }) : /* @__PURE__ */ l(B, { children: [
-        i === 0 && /* @__PURE__ */ t(j, {}),
-        i === 1 && /* @__PURE__ */ t(H, {}),
-        i === 2 && /* @__PURE__ */ t(U, {})
+      }) : /* @__PURE__ */ T(X, { children: [
+        o === 0 && /* @__PURE__ */ t(q, {}),
+        o === 1 && /* @__PURE__ */ t(Y, {}),
+        o === 2 && /* @__PURE__ */ t($, {})
       ] })]
-    }), /* @__PURE__ */ t(V, {
-      onClose: () => m(!1),
-      showConnectionsWidget: g,
-      title: v.manage_connections
+    }), /* @__PURE__ */ t(R, {
+      onClose: () => _(!1),
+      showConnectionsWidget: D,
+      title: W.manage_connections
     })]
   });
 });
 export {
-  ut as InvestmentsWidget
+  It as InvestmentsWidget
 };
 
 //# sourceMappingURL=InvestmentsWidget.es.js.map

package/dist/investments/InvestmentsWidget.es.js.map

@@ -1 +1 @@
-{"version":3,"file":"InvestmentsWidget.es.js","names":[],"sources":["../../src/investments/InvestmentsWidget.tsx"],"sourcesContent":["import React from 'react'\nimport { observer } from 'mobx-react-lite'\n\nimport Stack from '@mui/material/Stack'\nimport Tab from '@mui/material/Tab'\nimport Tabs from '@mui/material/Tabs'\n\nimport {\n  ANALYTICS_EVENTS,\n  EmptyState,\n  Loader,\n  useAccountStore,\n  useEvent,\n  useGlobalCopyStore,\n  useGlobalUiStore,\n  useHoldingStore,\n  useScreenSize,\n  useWidgetLoadTimer,\n  WidgetContainer,\n} from '../common'\nimport { AccountType, WidgetProps } from '../core'\n\nimport ConnectionsDrawer from '../accounts/components/ConnectionsDrawer'\nimport Allocation from './components/Allocation'\nimport Analysis from './components/Analysis'\nimport Overview from './components/Overview'\nimport { TabTitle } from './components/TabTitle'\n\nexport const InvestmentsWidget = observer(({ onBackClick, onMenuClick, sx }: WidgetProps) => {\n  const { onEvent } = useEvent()\n  const { isMobile } = useScreenSize()\n  const {\n    isAccountDataLoaded,\n    loadAccountData,\n    visibleInvestmentAccounts: accounts,\n  } = useAccountStore()\n  const {\n    visibleHoldings: holdings,\n    setShowConnectionsWidget,\n    showConnectionsWidget,\n  } = useHoldingStore()\n  const { investments: copy, accounts: accountsCopy } = useGlobalCopyStore()\n\n  const { isInitialized } = useGlobalUiStore()\n\n  const [selectedTab, setSelectedTab] = React.useState(0)\n\n  const { loadHoldings, holdingsLoaded } = useHoldingStore()\n\n  useWidgetLoadTimer({\n    widgetName: 'InvestmentsWidget',\n    isLoaded: holdingsLoaded,\n  })\n\n  React.useEffect(() => {\n    if (!isAccountDataLoaded) {\n      loadAccountData().finally()\n    }\n  }, [])\n\n  React.useEffect(() => {\n    if (isInitialized) {\n      loadHoldings().finally()\n    }\n  }, [isInitialized])\n\n  const handleAccountFilterClick = () => {\n    onEvent(ANALYTICS_EVENTS.INVESTMENT_WIDGET_ACCOUNT_FILTER_CLICK)\n  }\n\n  if (!isInitialized || !holdingsLoaded) return <Loader />\n\n  const events = [\n    ANALYTICS_EVENTS.INVESTMENT_WIDGET_DETAILS_CLICK,\n    ANALYTICS_EVENTS.INVESTMENT_WIDGET_ALLOCATION_CLICK,\n    ANALYTICS_EVENTS.INVESTMENT_WIDGET_ANALYSIS_CLICK,\n  ]\n  const isEmptyState = accounts.length === 0 && holdings.length === 0\n  const investmentTabs = [\n    copy.tab_overview_title,\n    copy.tab_allocation_title,\n    copy.tab_analysis_title,\n  ]\n  return (\n    <WidgetContainer\n      allowedAccountTypes={[AccountType.INVESTMENT]}\n      onAccountsFilterClick={handleAccountFilterClick}\n      onBackClick={onBackClick}\n      onMenuClick={onMenuClick}\n      sx={sx}\n      title={copy.title}\n    >\n      <Stack mx={isMobile ? 0 : 48} my={24}>\n        <Tabs\n          onChange={(_, newValue) => {\n            setSelectedTab(newValue)\n            onEvent(events[newValue])\n          }}\n          sx={{ bgcolor: 'background.paper' }}\n          textColor=\"primary\"\n          value={!isEmptyState ? selectedTab : false}\n          variant=\"fullWidth\"\n        >\n          {investmentTabs.map((title) => (\n            <Tab disabled={isEmptyState} key={title} label={<TabTitle title={title} />} />\n          ))}\n        </Tabs>\n        {isEmptyState ? (\n          <EmptyState\n            header={copy.empty_state_header}\n            icon=\"bid_landscape\"\n            onClick={() => {\n              setShowConnectionsWidget(true)\n              onEvent(ANALYTICS_EVENTS.ACCOUNTS_CLICK_CONNECT)\n            }}\n            primaryButton={copy.overview.connect_accounts}\n            subText={copy.empty_state_description}\n            sx={{\n              width: { sm: 432 },\n              '.buttons-footer': {\n                width: 167,\n              },\n              '.MuiTypography-h2': {\n                mt: 20,\n                mb: 4,\n              },\n              px: 16,\n            }}\n          />\n        ) : (\n          <>\n            {selectedTab === 0 && <Overview />}\n            {selectedTab === 1 && <Allocation />}\n            {selectedTab === 2 && <Analysis />}\n          </>\n        )}\n      </Stack>\n      <ConnectionsDrawer\n        onClose={() => setShowConnectionsWidget(false)}\n        showConnectionsWidget={showConnectionsWidget}\n        title={accountsCopy.manage_connections}\n      />\n    </WidgetContainer>\n  )\n})\n"],"mappings":";;;;;;;;;;;;;;;;;;;AA4BA,IAAa,KAAoB,EAAA,CAAU,EAAE,aAAA,GAAa,aAAA,GAAa,IAAA,EAAA,MAAsB;AAC3F,QAAM,EAAE,SAAA,EAAA,IAAY,EAAS,GACvB,EAAE,UAAA,EAAA,IAAa,EAAc,GAC7B,EACJ,qBAAA,GACA,iBAAA,GACA,2BAA2B,EAAA,IACzB,EAAgB,GACd,EACJ,iBAAiB,GACjB,0BAAA,GACA,uBAAA,EAAA,IACE,EAAgB,GACd,EAAE,aAAa,GAAM,UAAU,EAAA,IAAiB,EAAmB,GAEnE,EAAE,eAAA,EAAA,IAAkB,EAAiB,GAErC,CAAC,GAAa,CAAA,IAAkB,EAAM,SAAS,CAAC,GAEhD,EAAE,cAAA,GAAc,gBAAA,EAAA,IAAmB,EAAgB;AAEzD,EAAA,EAAmB;AAAA,IACjB,YAAY;AAAA,IACZ,UAAU;AAAA,EACZ,CAAC,GAED,EAAM,UAAA,MAAgB;AACpB,IAAK,KACH,EAAgB,EAAE,QAAQ;AAAA,EAE9B,GAAG,CAAC,CAAC,GAEL,EAAM,UAAA,MAAgB;AACpB,IAAI,KACF,EAAa,EAAE,QAAQ;AAAA,EAE3B,GAAG,CAAC,CAAa,CAAC;AAElB,QAAM,IAAA,MAAiC;AACrC,IAAA,EAAQ,EAAiB,sCAAsC;AAAA,EACjE;AAEA,MAAI,CAAC,KAAiB,CAAC,EAAgB,QAAO,gBAAA,EAAC,GAAD,CAAS,CAAA;AAEvD,QAAM,IAAS;AAAA,IACb,EAAiB;AAAA,IACjB,EAAiB;AAAA,IACjB,EAAiB;AAAA,EACnB,GACM,IAAe,EAAS,WAAW,KAAK,EAAS,WAAW,GAC5D,IAAiB;AAAA,IACrB,EAAK;AAAA,IACL,EAAK;AAAA,IACL,EAAK;AAAA,EACP;AACA,SACE,gBAAA,EAAC,GAAD;AAAA,IACE,qBAAqB,CAAC,EAAY,UAAU;AAAA,IAC5C,uBAAuB;AAAA,IACV,aAAA;AAAA,IACA,aAAA;AAAA,IACT,IAAA;AAAA,IACJ,OAAO,EAAK;AAAA,IANd,UAAA,CAQE,gBAAA,EAAC,GAAD;AAAA,MAAO,IAAI,IAAW,IAAI;AAAA,MAAI,IAAI;AAAA,MAAlC,UAAA,CACE,gBAAA,EAAC,GAAD;AAAA,QACE,UAAA,CAAW,GAAG,MAAa;AACzB,UAAA,EAAe,CAAQ,GACvB,EAAQ,EAAO,CAAA,CAAS;AAAA,QAC1B;AAAA,QACA,IAAI,EAAE,SAAS,mBAAmB;AAAA,QAClC,WAAU;AAAA,QACV,OAAQ,IAA6B,KAAd;AAAA,QACvB,SAAQ;AAAA,QAEP,UAAA,EAAe,IAAA,CAAK,MACnB,gBAAA,EAAC,GAAD;AAAA,UAAK,UAAU;AAAA,UAA0B,OAAO,gBAAA,EAAC,GAAD,EAAiB,OAAA,EAAQ,CAAA;AAAA,QAAI,GAA3C,CAA2C,CAC9E;AAAA,MACG,CAAA,GACL,IACC,gBAAA,EAAC,GAAD;AAAA,QACE,QAAQ,EAAK;AAAA,QACb,MAAK;AAAA,QACL,SAAA,MAAe;AACb,UAAA,EAAyB,EAAI,GAC7B,EAAQ,EAAiB,sBAAsB;AAAA,QACjD;AAAA,QACA,eAAe,EAAK,SAAS;AAAA,QAC7B,SAAS,EAAK;AAAA,QACd,IAAI;AAAA,UACF,OAAO,EAAE,IAAI,IAAI;AAAA,UACjB,mBAAmB,EACjB,OAAO,IACT;AAAA,UACA,qBAAqB;AAAA,YACnB,IAAI;AAAA,YACJ,IAAI;AAAA,UACN;AAAA,UACA,IAAI;AAAA,QACN;AAAA,MACD,CAAA,IAED,gBAAA,EAAA,GAAA,EAAA,UAAA;AAAA,QACG,MAAgB,KAAK,gBAAA,EAAC,GAAD,CAAW,CAAA;AAAA,QAChC,MAAgB,KAAK,gBAAA,EAAC,GAAD,CAAa,CAAA;AAAA,QAClC,MAAgB,KAAK,gBAAA,EAAC,GAAD,CAAW,CAAA;AAAA,MACjC,EAAA,CAAA,CAEC;AAAA,IACP,CAAA,GAAA,gBAAA,EAAC,GAAD;AAAA,MACE,SAAA,MAAe,EAAyB,EAAK;AAAA,MACtB,uBAAA;AAAA,MACvB,OAAO,EAAa;AAAA,IACrB,CAAA,CACc;AAAA;AAErB,CAAC"}
+{"version":3,"file":"InvestmentsWidget.es.js","names":[],"sources":["../../src/investments/InvestmentsWidget.tsx"],"sourcesContent":["import React from 'react'\nimport { observer } from 'mobx-react-lite'\n\nimport Stack from '@mui/material/Stack'\nimport Tab from '@mui/material/Tab'\nimport Tabs from '@mui/material/Tabs'\nimport Tooltip from '@mui/material/Tooltip'\n\nimport {\n  ANALYTICS_EVENTS,\n  EmptyState,\n  Loader,\n  useAccountStore,\n  useEvent,\n  useGlobalCopyStore,\n  useGlobalUiStore,\n  useHoldingStore,\n  useScreenSize,\n  useWidgetLoadTimer,\n  WidgetContainer,\n} from '../common'\nimport { AccountType, WidgetProps } from '../core'\n\nimport ConnectionsDrawer from '../accounts/components/ConnectionsDrawer'\nimport Allocation from './components/Allocation'\nimport Analysis from './components/Analysis'\nimport Overview from './components/Overview'\nimport { TabTitle } from './components/TabTitle'\n\nexport const InvestmentsWidget = observer(({ onBackClick, onMenuClick, sx }: WidgetProps) => {\n  const { onEvent } = useEvent()\n  const { isMobile } = useScreenSize()\n  const {\n    isAccountDataLoaded,\n    loadAccountData,\n    visibleInvestmentAccounts: accounts,\n  } = useAccountStore()\n  const {\n    visibleHoldings: holdings,\n    hasAllocationData,\n    hasAnalysisData,\n    setShowConnectionsWidget,\n    showConnectionsWidget,\n  } = useHoldingStore()\n  const { investments: copy, accounts: accountsCopy } = useGlobalCopyStore()\n\n  const { isInitialized } = useGlobalUiStore()\n\n  const [selectedTab, setSelectedTab] = React.useState(0)\n\n  const { loadHoldings, holdingsLoaded } = useHoldingStore()\n\n  useWidgetLoadTimer({\n    widgetName: 'InvestmentsWidget',\n    isLoaded: holdingsLoaded,\n  })\n\n  React.useEffect(() => {\n    if (!isAccountDataLoaded) {\n      loadAccountData().finally()\n    }\n  }, [])\n\n  React.useEffect(() => {\n    if (isInitialized) {\n      loadHoldings().finally()\n    }\n  }, [isInitialized])\n\n  // Reset to Overview if the active tab becomes disabled. Only act once holdings\n  // are loaded so a mid-refetch (getters briefly false) doesn't eject the user.\n  // Depend only on the boolean getters, never `visibleHoldings` (new array each\n  // access → render loop).\n  React.useEffect(() => {\n    if (!holdingsLoaded) return\n    if (selectedTab === 1 && !hasAllocationData) setSelectedTab(0)\n    if (selectedTab === 2 && !hasAnalysisData) setSelectedTab(0)\n  }, [selectedTab, hasAllocationData, hasAnalysisData, holdingsLoaded])\n\n  const handleAccountFilterClick = () => {\n    onEvent(ANALYTICS_EVENTS.INVESTMENT_WIDGET_ACCOUNT_FILTER_CLICK)\n  }\n\n  if (!isInitialized || !holdingsLoaded) return <Loader />\n\n  const events = [\n    ANALYTICS_EVENTS.INVESTMENT_WIDGET_DETAILS_CLICK,\n    ANALYTICS_EVENTS.INVESTMENT_WIDGET_ALLOCATION_CLICK,\n    ANALYTICS_EVENTS.INVESTMENT_WIDGET_ANALYSIS_CLICK,\n  ]\n  const isEmptyState = accounts.length === 0 && holdings.length === 0\n  const investmentTabs = [\n    { title: copy.tab_overview_title, disabled: false, tooltip: '' },\n    {\n      title: copy.tab_allocation_title,\n      disabled: !hasAllocationData,\n      tooltip: copy.allocation.empty_data,\n    },\n    {\n      title: copy.tab_analysis_title,\n      disabled: !hasAnalysisData,\n      tooltip: copy.analysis.empty_data,\n    },\n  ]\n  return (\n    <WidgetContainer\n      allowedAccountTypes={[AccountType.INVESTMENT]}\n      onAccountsFilterClick={handleAccountFilterClick}\n      onBackClick={onBackClick}\n      onMenuClick={onMenuClick}\n      sx={sx}\n      title={copy.title}\n    >\n      <Stack mx={isMobile ? 0 : 48} my={24}>\n        <Tabs\n          onChange={(_, newValue) => {\n            // aria-disabled tabs stay clickable; block their selection here.\n            if (isEmptyState || investmentTabs[newValue]?.disabled) return\n            setSelectedTab(newValue)\n            onEvent(events[newValue])\n          }}\n          sx={{ bgcolor: 'background.paper' }}\n          textColor=\"primary\"\n          value={!isEmptyState ? selectedTab : false}\n          variant=\"fullWidth\"\n        >\n          {investmentTabs.map(({ title, disabled, tooltip }) => {\n            const isDisabled = isEmptyState || disabled\n            const isTooltipTab = isDisabled && !isEmptyState && Boolean(tooltip)\n            // aria-disabled (not native disabled) keeps the Tab focusable and in\n            // the a11y tree; describeChild adds the reason without stealing the name.\n            const tab = (\n              <Tab\n                aria-disabled={isDisabled || undefined}\n                key={title}\n                label={<TabTitle title={title} />}\n                sx={{\n                  ...(isTooltipTab && { flex: 1 }),\n                  ...(isDisabled && {\n                    opacity: 0.38,\n                    cursor: 'default',\n                  }),\n                }}\n              />\n            )\n\n            return isTooltipTab ? (\n              <Tooltip describeChild key={title} title={tooltip}>\n                {tab}\n              </Tooltip>\n            ) : (\n              tab\n            )\n          })}\n        </Tabs>\n        {isEmptyState ? (\n          <EmptyState\n            header={copy.empty_state_header}\n            icon=\"bid_landscape\"\n            onClick={() => {\n              setShowConnectionsWidget(true)\n              onEvent(ANALYTICS_EVENTS.ACCOUNTS_CLICK_CONNECT)\n            }}\n            primaryButton={copy.overview.connect_accounts}\n            subText={copy.empty_state_description}\n            sx={{\n              width: { sm: 432 },\n              '.buttons-footer': {\n                width: 167,\n              },\n              '.MuiTypography-h2': {\n                mt: 20,\n                mb: 4,\n              },\n              px: 16,\n            }}\n          />\n        ) : (\n          <>\n            {selectedTab === 0 && <Overview />}\n            {selectedTab === 1 && <Allocation />}\n            {selectedTab === 2 && <Analysis />}\n          </>\n        )}\n      </Stack>\n      <ConnectionsDrawer\n        onClose={() => setShowConnectionsWidget(false)}\n        showConnectionsWidget={showConnectionsWidget}\n        title={accountsCopy.manage_connections}\n      />\n    </WidgetContainer>\n  )\n})\n"],"mappings":";;;;;;;;;;;;;;;;;;;;AA6BA,IAAa,KAAoB,EAAA,CAAU,EAAE,aAAA,GAAa,aAAA,GAAa,IAAA,EAAA,MAAsB;AAC3F,QAAM,EAAE,SAAA,EAAA,IAAY,EAAS,GACvB,EAAE,UAAA,EAAA,IAAa,EAAc,GAC7B,EACJ,qBAAA,GACA,iBAAA,GACA,2BAA2B,EAAA,IACzB,EAAgB,GACd,EACJ,iBAAiB,GACjB,mBAAA,GACA,iBAAA,GACA,0BAAA,GACA,uBAAA,EAAA,IACE,EAAgB,GACd,EAAE,aAAa,GAAM,UAAU,EAAA,IAAiB,EAAmB,GAEnE,EAAE,eAAA,EAAA,IAAkB,EAAiB,GAErC,CAAC,GAAa,CAAA,IAAkB,EAAM,SAAS,CAAC,GAEhD,EAAE,cAAA,GAAc,gBAAA,EAAA,IAAmB,EAAgB;AAEzD,EAAA,EAAmB;AAAA,IACjB,YAAY;AAAA,IACZ,UAAU;AAAA,EACZ,CAAC,GAED,EAAM,UAAA,MAAgB;AACpB,IAAK,KACH,EAAgB,EAAE,QAAQ;AAAA,EAE9B,GAAG,CAAC,CAAC,GAEL,EAAM,UAAA,MAAgB;AACpB,IAAI,KACF,EAAa,EAAE,QAAQ;AAAA,EAE3B,GAAG,CAAC,CAAa,CAAC,GAMlB,EAAM,UAAA,MAAgB;AACpB,IAAK,MACD,MAAgB,KAAK,CAAC,KAAmB,EAAe,CAAC,GACzD,MAAgB,KAAK,CAAC,KAAiB,EAAe,CAAC;AAAA,EAC7D,GAAG;AAAA,IAAC;AAAA,IAAa;AAAA,IAAmB;AAAA,IAAiB;AAAA,EAAc,CAAC;AAEpE,QAAM,IAAA,MAAiC;AACrC,IAAA,EAAQ,EAAiB,sCAAsC;AAAA,EACjE;AAEA,MAAI,CAAC,KAAiB,CAAC,EAAgB,QAAO,gBAAA,EAAC,GAAD,CAAS,CAAA;AAEvD,QAAM,IAAS;AAAA,IACb,EAAiB;AAAA,IACjB,EAAiB;AAAA,IACjB,EAAiB;AAAA,EACnB,GACM,IAAe,EAAS,WAAW,KAAK,EAAS,WAAW,GAC5D,IAAiB;AAAA,IACrB;AAAA,MAAE,OAAO,EAAK;AAAA,MAAoB,UAAU;AAAA,MAAO,SAAS;AAAA,IAAG;AAAA,IAC/D;AAAA,MACE,OAAO,EAAK;AAAA,MACZ,UAAU,CAAC;AAAA,MACX,SAAS,EAAK,WAAW;AAAA,IAC3B;AAAA,IACA;AAAA,MACE,OAAO,EAAK;AAAA,MACZ,UAAU,CAAC;AAAA,MACX,SAAS,EAAK,SAAS;AAAA,IACzB;AAAA,EACF;AACA,SACE,gBAAA,EAAC,GAAD;AAAA,IACE,qBAAqB,CAAC,EAAY,UAAU;AAAA,IAC5C,uBAAuB;AAAA,IACV,aAAA;AAAA,IACA,aAAA;AAAA,IACT,IAAA;AAAA,IACJ,OAAO,EAAK;AAAA,IANd,UAAA,CAQE,gBAAA,EAAC,GAAD;AAAA,MAAO,IAAI,IAAW,IAAI;AAAA,MAAI,IAAI;AAAA,MAAlC,UAAA,CACE,gBAAA,EAAC,IAAD;AAAA,QACE,UAAA,CAAW,GAAG,MAAa;AAEzB,UAAI,KAAgB,EAAe,CAAA,GAAW,aAC9C,EAAe,CAAQ,GACvB,EAAQ,EAAO,CAAA,CAAS;AAAA,QAC1B;AAAA,QACA,IAAI,EAAE,SAAS,mBAAmB;AAAA,QAClC,WAAU;AAAA,QACV,OAAQ,IAA6B,KAAd;AAAA,QACvB,SAAQ;AAAA,QAEP,UAAA,EAAe,IAAA,CAAK,EAAE,OAAA,GAAO,UAAA,GAAU,SAAA,EAAA,MAAc;AACpD,gBAAM,IAAa,KAAgB,GAC7B,IAAe,KAAc,CAAC,KAAgB,EAAQ,GAGtD,IACJ,gBAAA,EAAC,GAAD;AAAA,YACE,iBAAe,KAAc;AAAA,YAE7B,OAAO,gBAAA,EAAC,GAAD,EAAiB,OAAA,EAAQ,CAAA;AAAA,YAChC,IAAI;AAAA,cACF,GAAI,KAAgB,EAAE,MAAM,EAAE;AAAA,cAC9B,GAAI,KAAc;AAAA,gBAChB,SAAS;AAAA,gBACT,QAAQ;AAAA,cACV;AAAA,YACF;AAAA,UACD,GATM,CASN;AAGH,iBAAO,IACL,gBAAA,EAAC,IAAD;AAAA,YAAS,eAAA;AAAA,YAA0B,OAAO;AAAA,YACvC,UAAA;AAAA,UACM,GAFmB,CAEnB,IAET;AAAA,QAEJ,CAAC;AAAA,MACG,CAAA,GACL,IACC,gBAAA,EAAC,GAAD;AAAA,QACE,QAAQ,EAAK;AAAA,QACb,MAAK;AAAA,QACL,SAAA,MAAe;AACb,UAAA,EAAyB,EAAI,GAC7B,EAAQ,EAAiB,sBAAsB;AAAA,QACjD;AAAA,QACA,eAAe,EAAK,SAAS;AAAA,QAC7B,SAAS,EAAK;AAAA,QACd,IAAI;AAAA,UACF,OAAO,EAAE,IAAI,IAAI;AAAA,UACjB,mBAAmB,EACjB,OAAO,IACT;AAAA,UACA,qBAAqB;AAAA,YACnB,IAAI;AAAA,YACJ,IAAI;AAAA,UACN;AAAA,UACA,IAAI;AAAA,QACN;AAAA,MACD,CAAA,IAED,gBAAA,EAAA,GAAA,EAAA,UAAA;AAAA,QACG,MAAgB,KAAK,gBAAA,EAAC,GAAD,CAAW,CAAA;AAAA,QAChC,MAAgB,KAAK,gBAAA,EAAC,GAAD,CAAa,CAAA;AAAA,QAClC,MAAgB,KAAK,gBAAA,EAAC,GAAD,CAAW,CAAA;AAAA,MACjC,EAAA,CAAA,CAEC;AAAA,IACP,CAAA,GAAA,gBAAA,EAAC,GAAD;AAAA,MACE,SAAA,MAAe,EAAyB,EAAK;AAAA,MACtB,uBAAA;AAAA,MACvB,OAAO,EAAa;AAAA,IACrB,CAAA,CACc;AAAA;AAErB,CAAC"}

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

@@ -1,5 +1,6 @@
-import { formatCurrency as k, formatPercentage as B } from "../../../../core/utils/NumberFormatting.es.js";
-var L = {
+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 = {
   allocations_cash: "#AEDCCC",
   allocations_convertible: "#80CAD0",
   allocations_foreign_bond: "#51B9D4",
@@ -9,95 +10,85 @@ var L = {
   allocations_unknown: "#161D6A",
   allocations_us_bond: "#254995",
   allocations_us_stock: "#1E2D84"
-}, y = [
-  { name: "allocations_cash" },
-  { name: "allocations_convertible" },
-  { name: "allocations_foreign_bond" },
-  { name: "allocations_foreign_stock" },
-  { name: "allocations_other" },
-  { name: "allocations_preferred" },
-  { name: "allocations_us_bond" },
-  { name: "allocations_us_stock" },
-  { name: "allocations_unknown" }
-], C = (e, l, c) => {
-  const i = c === void 0 ? 0 : l, t = c === void 0 ? l : c;
-  return e >= Math.min(i, t) && e < Math.max(i, t);
-}, h = (e, l, c) => {
-  const i = [...new Set(e.map((r) => r.name.toLowerCase()))];
-  let t;
-  return i.map((r) => {
-    const _ = e.reduce((m, o) => {
-      const p = o.name;
-      return p.toLowerCase() === r ? (t = p, v(o) * o[l] / 100 + m) : m;
+}, 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;
+  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;
     }, 0);
     return {
-      displayName: t,
-      name: t,
+      displayName: e,
+      name: e,
       value: _,
-      percentage: _ / c
+      percentage: _ / r
     };
   });
-}, v = (e) => e.calculated_market_value ? e.calculated_market_value : e.market_value, G = (e, l, c) => {
-  const i = Object.values(l.allocations_list), t = [];
-  let r = 0;
-  const _ = e.map(({ guid: a }) => a), m = c.filter(({ account_guid: a }) => _.includes(a)).map((a) => ({
+}, 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 = [];
+  let c = 0;
+  const _ = new Set(t.map(({ guid: a }) => a)), m = r.filter(({ account_guid: a }) => _.has(a)).map((a) => ({
     ...a,
     name: a.symbol || a.description,
-    gainLoss: a.cost_basis || a.cost_basis === 0 ? v(a) - a.cost_basis : 0
-  })), { cashBalance: o, totalAccountBalance: p } = e.reduce((a, n) => ({
+    gainLoss: a.cost_basis || a.cost_basis === 0 ? d(a) - a.cost_basis : 0
+  })), { cashBalance: s, totalAccountBalance: p } = t.reduce((a, n) => ({
     cashBalance: a.cashBalance + (n.cash_balance || 0),
     totalAccountBalance: a.totalAccountBalance + (n.balance || 0)
   }), {
     cashBalance: 0,
     totalAccountBalance: 0
-  }), { marketValue: A, totalGainLoss: b } = m.reduce((a, n) => ({
-    marketValue: a.marketValue + v(n),
+  }), { marketValue: b, totalGainLoss: A } = m.reduce((a, n) => ({
+    marketValue: a.marketValue + d(n),
     totalGainLoss: a.totalGainLoss + n.gainLoss
   }), {
     marketValue: 0,
     totalGainLoss: 0
-  }), f = A + o;
+  }), f = b + s;
   return y.forEach((a, n) => {
-    const d = m.filter((u) => !!u[a.name]);
-    let s = d.reduce((u, D) => u + v(D) * D[a.name] / 100, 0);
-    const g = h(d, a.name, s);
-    if (a.name === "allocations_cash" && o > 0) {
-      s += o;
+    const 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;
       const u = {
         displayName: l.cash_balance_display_name,
         name: "allocations_name",
-        value: o,
-        percentage: o / f
+        value: s,
+        percentage: s / f
       };
-      g.push(u);
+      D.push(u);
     }
-    s > 0 && (t.push({
+    o > 0 && (e.push({
       name: a.name,
       displayName: i[n],
       guid: `${a.name}-${n}`,
-      holdings: g,
-      percentage: s / f,
-      value: s,
-      color: L[a.name]
-    }), r += s);
+      holdings: D,
+      percentage: o / f,
+      value: o,
+      color: C[a.name]
+    }), c += o);
   }), {
-    investmentsData: t,
-    donutData: t.map(({ displayName: a, guid: n, color: d, value: s }) => ({
+    investmentsData: e,
+    donutData: e.map(({ displayName: a, guid: n, color: v, value: o }) => ({
       id: n,
-      color: d,
+      color: v,
       label: a,
-      value: s / r * 100
+      value: o / c * 100
     })),
-    totalAmount: r,
-    totalGainLoss: b,
+    totalAmount: c,
+    totalGainLoss: A,
     totalMarketValue: f,
-    totalGainLossPercentage: b / p
+    totalGainLossPercentage: A / p
   };
-}, w = (e) => e < 1e-3 ? "< 0.1%" : B(e), E = (e) => e === 0 ? k(e, "0,0.00") : C(e, -0.01, 0.01) ? "< $0.01" : k(e, "0,0.00");
+}, 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");
 export {
-  G as createInvestmentsAllocationData,
-  E as currencyDisplay,
-  w as percentageDisplay
+  E as createInvestmentsAllocationData,
+  S as currencyDisplay,
+  N as percentageDisplay
 };
 
 //# sourceMappingURL=createInvestementsAllocationData.es.js.map

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

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

@@ -1,6 +1,6 @@
 {
   "name": "@mx-cartographer/experiences",
-  "version": "9.4.3",
+  "version": "9.4.4",
   "description": "Library containing experience widgets",
   "author": "MX",
   "license": "MIT",