@mx-cartographer/experiences 9.4.3 → 9.4.5

package/CHANGELOG.md

@@ -1,3 +1,19 @@
+## [9.4.5] - 08-27-2026
+
+- **ADDED** - Transaction History action block (part 1): chart-to-drilldown wiring. `BarchartBlock` and `DoubleBarChartBlock` now invoke `openChartDrilldown` on a bar click, forwarding the clicked column (`chartBarIndex`) and sub-series (`tabIndex`) to the shared insights-v2 action drawer so a tapped bar opens the matching transaction history slice (WEC-1701)
+- **CHANGED** - Decoupled `DoubleBarChart` into a pure, prop-driven presentational component (`bars`/`colors`/`legends`/`onBarClick`); the card block `DoubleBarChartBlock` now owns data shaping (`buildComparisonSeries`) and palette resolution and injects the click behavior, keeping the chart reusable across the card and the drill-down (WEC-1701)
+- **ADDED** - `./insights-v2` package export so consumers can import the module and its blocks directly (WEC-1701)
+- **FIXED** - Date-only strings (e.g. `2026-03-01`) were parsed as UTC midnight and rolled the month label back a month in negative-offset timezones (EST/CST/MST/PST); `comparisonUtils` and `BarchartBlock/utils` now wrap date strings with `parseISO` before formatting, so North-American users see the correct month and `comparisonUtils.test.ts` no longer fails outside UTC/IST (WEC-1701)
+- **FIXED** - Double-bar aria labels read the main and comparison bars identically (same month + amount template); each series now carries its localized name (`localized_label`, falling back to the stable `label` key) through a `_3{}` copy slot so screen-reader users can distinguish the two bars, without synthesizing copy in the client (WEC-1701)
+- **FIXED** - `buildComparisonSeries` now drops rows with an unparseable date and sorts columns via `parseISO`, so malformed wire data can't produce a `NaN` comparator that scrambles column order (and the `chartBarIndex` forwarded to the drill-down) (WEC-1701)
+- **CHANGED** - `ChartLegend` (insights-v2) now uses a data-driven key (`label ?? index`) instead of the array index
+- **NOTE** - First of a multi-part delivery of the Transaction History action block; this part lands the reusable double-bar chart, the drill-down click contract shared by both chart cards, and the `./insights-v2` export that later parts build on
+
+## [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, 0)\n"],"mappings":";;AAkBA,IAAM,IAAmB,IACnB,IAAmB,KACnB,IAAA,CAAuB,MAC3B,IAAQ,KAAoB,IAAQ,GAGzB,IAAA,CAAsB,MAA4B;AAC7D,QAAM,IAAI,OAAO,CAAK;AACtB,SAAO,OAAO,SAAS,CAAC,KAAK,MAAM;AACrC,GAGa,IAAA,CAAyB,MAA4B;AAChE,QAAM,IAAI,OAAO,CAAK;AACtB,SAAO,OAAO,SAAS,CAAC,KAAK,KAAK,KAAK,KAAK;AAC9C,GAKa,IAAA,CAAuB,MAA8B;AAChE,QAAM,IAAa,EAAkB,OAAA,CAAQ,GAAK,MAAQ,KAAO,OAAO,EAAQ,CAAA,CAAI,KAAK,IAAI,CAAC;AAC9F,SACE,EAAoB,CAAU,KAC7B,MAAe,MACb,EAAsB,EAAQ,qBAAqB,KAClD,EAAsB,EAAQ,2BAA2B;AAEjE,GAEa,IAAA,CAA4B,MACvC,EAAgB,KAAA,CAAM,MAAQ,EAAmB,EAAQ,CAAA,CAAI,CAAC,GAEnD,IAAA,CAAgB,GAA2C,IAAY,MAAM;AACxF,QAAM,IAAO,OAAO,KAAK,CAAiB,EACvC,IAAI,MAAM,EACV,OAAA,CAAQ,MAAM,MAAM,CAAC,EACrB,KAAA,CAAM,GAAG,MAAM,IAAI,CAAC,GAEjB,IAAS,CAAC;AAChB,WAAS,IAAI,GAAG,IAAI,EAAK,QAAQ,KAAK,EACpC,CAAA,EAAO,KAAK,EAAK,MAAM,GAAG,IAAI,CAAS,EAAE,IAAA,CAAK,MAAQ,EAAkB,CAAA,CAAI,CAAC;AAE/E,SAAO;AACT,GAEa,IAAa,EAAa,CAA+B,GACzD,IAAc,EAAa,CAA0B,GAErD,IAAA,CAAqB,MAAwB;AACxD,QAAM,IAAS,EAAiB,GAAU,CAAkB,GACtD,IAAQ,EAAiB,GAAU,CAAiB,GAEpD,IAAA,CAAoB,GAAkB,MAAoD;AAC9F,UAAM,IAAa,EAAM,OAAA,CAAQ,GAAK,MAAY,IAAM,EAAgB,CAAO,GAAG,CAAC,GAC7E,IAAc,EAAM,OAAA,CAAQ,GAAK,MAAY;AACjD,YAAM,IAAQ,EAAe,CAAO;AACpC,oBAAO,KAAK,CAAK,EAAE,QAAA,CAAS,MAAS,EAAI,CAAA,KAAQ,EAAI,CAAA,KAAQ,KAAK,EAAM,CAAA,CAAK,GACtE;AAAA,IACT,GAAG,CAAC,CAAc;AAElB,WAAO,OAAO,YACZ,OAAO,QAAQ,CAAW,EAAE,IAAA,CAAK,CAAC,GAAK,CAAA,MAAW,CAAC,GAAM,IAAQ,IAAc,GAAG,CAAC,CACrF;AAAA,EACF;AAOA,SAAO;AAAA,IAJL,QAAQ,EAAiB,GAAQ,CAA2B;AAAA,IAC5D,OAAO,EAAiB,GAAO,CAA0B;AAAA,EAGpD;AACT,GAEa,IAAA,CAAuB,MAAwB;AAC1D,QAAM,IAAS,EAAS,OAAA,CAAQ,MAAY,CAAC,MAAM,EAAQ,qBAAqB,CAAC,GAC3E,IAAQ,EAAS,OAAA,CAAQ,MAAY,CAAC,MAAM,EAAQ,2BAA2B,CAAC,GAEhF,IAAA,CACJ,GACA,GACA,MAEO,EAAS,OAAA,CAAQ,GAAK,MAAY;AACvC,UAAM,IAAS,EAAe,CAAO;AACrC,kBAAO,KAAK,CAAmB,EAAE,QAAA,CAAS,MAAW;AACnD,MAAA,EAAI,CAAA,KAAW,EAAI,CAAA,KAAW,MAAM,EAAO,CAAA,KAAW;AAAA,IACxD,CAAC,GACM;AAAA,EACT,GAAG,CAAC,CAAc;AAGpB,SAAO;AAAA,IACL,QAAQ,EAAgB,GAAQ,GAA6B,CAAyB;AAAA,IACtF,OAAO,EAAgB,GAAO,GAA4B,CAA8B;AAAA,EAC1F;AACF,GAEa,IAAA,CAA0B,GAAoB,MAClD,OAAO,YACZ,OAAO,QAAQ,CAAO,EAAE,IAAA,CAAK,CAAC,GAAK,CAAA,MAAY,CAAC,GAAM,IAAS,IAAS,GAAG,CAAC,CAC9E,GAGI,IAAA,CAA8B,MAClC,EAAuB,GAAM,GAAmB,CAA+B,GAEpE,IAAA,CAAqB,MAA6B;AAC7D,QAAM,IAAoB,EAAK;AAC/B,SAAO,EAAA,CACJ,EACC,CAAA,CAAA,GACE,IACN;AACF,GAEM,IAAA,CAA+B,MACnC,EAAuB,GAAO,GAAoB,CAA0B,GAEjE,IAAA,CAAsB,MAA8B;AAC/D,QAAM,EACJ,mBAAA,GACA,qBAAA,GACA,oBAAA,GACA,iBAAA,GACA,mBAAA,GACA,kBAAA,GACA,mBAAA,GACA,qBAAA,GACA,oBAAA,GACA,gBAAA,GACA,uBAAA,EAAA,IACE,GAEE,IAAkB;AAAA,IACtB,YAAY,KAAqB;AAAA,IACjC,cAAc,KAAuB;AAAA,IACrC,aAAa,KAAsB;AAAA,IACnC,UAAU,KAAmB;AAAA,IAC7B,YAAY,KAAqB;AAAA,IACjC,WAAW,KAAoB;AAAA,IAC/B,YAAY,KAAqB;AAAA,IACjC,cAAc,KAAuB;AAAA,IACrC,aAAa,KAAsB;AAAA,IACnC,SAAS,KAAkB;AAAA,EAC7B;AAEA,SAAI,EAAU,CAAI,MAAM,KAAK,MAA0B,SAG9C,EAAA,CADL,EAA2B,CAAA,CAAA,GACb,IAAI,IAGf;AACT,GAEa,IAAA,CACX,GACA,GACA,MACc;AACd,QAAM,IAAU,EAAgB,CAAO,GACjC,IAAQ,EAAgB,CAAO,GAC/B,IAAiB,EAAuB,GAAS,CAAK;AAE5D,MAAI,EAAU,CAAc,MAAM,GAAG;AACnC,UAAM,IAAoB,OACxB,EAAQ,yBAAyB,EAAQ,2BAC3C;AAEA,QAAI,KAAqB,EACvB,QAAO,EAAA,CAAG,EAAqB,CAAA,CAAA,GAAqB,EAAM;AAE1D,YAAQ,MAAM,+BAA+B,CAAA,EAAmB;AAAA,EAEpE;AAEA,SAAO;AACT,GAEa,IAAA,CAAa,MACxB,EACG,MAAM,GAAG,EACT,IAAA,CAAK,MAAS,EAAK,OAAO,CAAC,EAAE,YAAY,IAAI,EAAK,MAAM,CAAC,EAAE,YAAY,CAAC,EACxE,KAAK,GAAG,GAEA,IAAA,CAAiB,MAC5B,KAAS,IAAI,GAAG,EAAQ,CAAK,EAAE,OAAO,GAAG,CAAA,MAAO,QAErC,IAAA,CAAmB,MAC9B,EAAQ,2BAA2B,EAAQ,cAEhC,IAAA,CACX,GACA,MAEO,EAAS,OAAA,CAAQ,MAAY;AAClC,QAAM,IAAS,EAAgB,CAAO;AACtC,SAAO,EAAoB,EAAU,CAAM,CAAC;AAC9C,CAAC,GAGU,IAAA,CACX,GACA,MACe;AACf,QAAM,IAAS,MAAiB,EAAa,SAAS,IAAc,GAE9D,IAAW,EAAK,CAAA;AACtB,SAAI,CAAC,KAAY,OAAO,KAAK,CAAQ,EAAE,WAAW,IACzC,EAAO,IAAA,CAAK,MAAU,EAAM,IAAA,MAAU,IAAI,CAAC,IAE7C,EAAO,IAAA,CAAK,MAAU,EAAM,IAAA,CAAK,MAAQ,EAAc,EAAS,CAAA,KAAQ,CAAC,CAAC,CAAC;AACpF,GAEa,IAAA,CAAa,MACxB,OAAO,OAAO,CAAG,EAAE,OAAA,CAAQ,GAAK,MAAQ,IAAM,GAAK,CAAC"}

package/dist/insights-v2/blocks/ChartBlocks/BarchartBlock/layout.es.js

@@ -1,6 +1,6 @@
 var o = (a) => ({
   SavingsAccountBalancesSummary: { color: a.palette.success.main },
-  MonthlySpendComparison: { color: a.palette.chart.chart5 }
+  MonthlySpendComparison: { color: a.palette.chart.chart2 }
 });
 export {
   o as getLayoutConfig

package/dist/insights-v2/blocks/ChartBlocks/BarchartBlock/layout.es.js.map

@@ -1 +1 @@
-{"version":3,"file":"layout.es.js","names":[],"sources":["../../../../../src/insights-v2/blocks/ChartBlocks/BarchartBlock/layout.ts"],"sourcesContent":["import { type Theme } from '@mui/material/styles'\nexport const getLayoutConfig = (theme: Theme) => {\n  return {\n    SavingsAccountBalancesSummary: {\n      color: theme.palette.success.main,\n    },\n    MonthlySpendComparison: {\n      color: theme.palette.chart.chart5,\n    },\n  }\n}\n"],"mappings":"AACA,IAAa,IAAA,CAAmB,OACvB;AAAA,EACL,+BAA+B,EAC7B,OAAO,EAAM,QAAQ,QAAQ,KAC/B;AAAA,EACA,wBAAwB,EACtB,OAAO,EAAM,QAAQ,MAAM,OAC7B;AACF"}
+{"version":3,"file":"layout.es.js","names":[],"sources":["../../../../../src/insights-v2/blocks/ChartBlocks/BarchartBlock/layout.ts"],"sourcesContent":["import { type Theme } from '@mui/material/styles'\nexport const getLayoutConfig = (theme: Theme) => {\n  return {\n    SavingsAccountBalancesSummary: {\n      color: theme.palette.success.main,\n    },\n    MonthlySpendComparison: {\n      color: theme.palette.chart.chart2,\n    },\n  }\n}\n"],"mappings":"AACA,IAAa,IAAA,CAAmB,OACvB;AAAA,EACL,+BAA+B,EAC7B,OAAO,EAAM,QAAQ,QAAQ,KAC/B;AAAA,EACA,wBAAwB,EACtB,OAAO,EAAM,QAAQ,MAAM,OAC7B;AACF"}

package/dist/insights-v2/blocks/ChartBlocks/BarchartBlock/utils.es.js

@@ -1,34 +1,35 @@
-import { buildDynamicCopy as m } from "../../../../core/utils/Localization.es.js";
+import { buildDynamicCopy as n } from "../../../../core/utils/Localization.es.js";
 import { DATE_FORMATS_INTL as i, formatDate as u } from "../../../../core/constants/DateFormats.es.js";
 import { getCategoryColor as C } from "../../../../core/utils/CategoryUtil.es.js";
-import { formatCurrency as n } from "../../../../core/utils/NumberFormatting.es.js";
-import { getLayoutConfig as A } from "./layout.es.js";
-var p = {
+import { formatCurrency as m } from "../../../../core/utils/NumberFormatting.es.js";
+import { getLayoutConfig as p } from "./layout.es.js";
+import { parseISO as A } from "date-fns/parseISO";
+var O = {
   CATEGORY_COLOR: "CategoryColor",
   SAVINGS_ACCOUNT_BALANCES_SUMMARY: "SavingsAccountBalancesSummary",
   MONTHLY_SPEND_COMPARISON: "MonthlySpendComparison"
-}, y = (a) => a ? a.data ? a.data.map((t) => {
+}, l = (t) => t ? t.data ? t.data.map((o) => {
   const r = {};
-  return a.names?.map((o, e) => {
-    r[o] = t[e];
+  return t.names?.map((a, e) => {
+    r[a] = o[e];
   }), r;
-}) : [] : [], S = (a, t) => a.map((r) => {
-  const o = u(r.date, i.MONTH_SHORT);
+}) : [] : [], y = (t, o) => [...t].sort((r, a) => new Date(r.date).getTime() - new Date(a.date).getTime()).map((r) => {
+  const a = u(A(r.date), i.MONTH_SHORT);
   return {
-    ariaLabel: m(t, o, n(r.amount, "0.00")),
-    label: o,
+    ariaLabel: n(o, a, m(r.amount, "0.00")),
+    label: a,
     value: r.amount,
-    formattedAmount: n(r.amount, "0,0")
+    formattedAmount: m(r.amount, "0,0")
   };
-}), R = (a, t, r) => {
-  const { variant: o } = a, e = A(r);
-  return o === p.CATEGORY_COLOR && t.category_guid ? { color: C(t.category_guid, r) } : { color: e[o]?.color ?? r.palette.primary.main };
+}), s = (t, o, r) => {
+  const { variant: a } = t, e = p(r);
+  return a === O.CATEGORY_COLOR && o.category_guid ? { color: C(o.category_guid, r) } : { color: e[a]?.color ?? r.palette.primary.main };
 };
 export {
-  p as BAR_CHART_VARIANTS,
-  R as barChartVariant,
-  S as buildChartData,
-  y as buildDataSeries
+  O as BAR_CHART_VARIANTS,
+  s as barChartVariant,
+  y as buildChartData,
+  l as buildDataSeries
 };
 
 //# sourceMappingURL=utils.es.js.map

package/dist/insights-v2/blocks/ChartBlocks/BarchartBlock/utils.es.js.map

@@ -1 +1 @@
-{"version":3,"file":"utils.es.js","names":[],"sources":["../../../../../src/insights-v2/blocks/ChartBlocks/BarchartBlock/utils.ts"],"sourcesContent":["import { type Theme } from '@mui/material/styles'\n\nimport { getCategoryColor } from '../../../../core/utils/CategoryUtil'\nimport { buildDynamicCopy } from '../../../../core/utils/Localization'\nimport { formatCurrency } from '../../../../core/utils/NumberFormatting'\nimport { DATE_FORMATS_INTL, formatDate } from '../../../../core/constants'\nimport type { DataSeries, InstanceSlot } from '../../../../core'\nimport type { InsightsInstanceSlotData } from '../../../../core/types/InsightsInstanceSlotData'\nimport { getLayoutConfig } from './layout'\n\nexport const BAR_CHART_VARIANTS = {\n  CATEGORY_COLOR: 'CategoryColor',\n  SAVINGS_ACCOUNT_BALANCES_SUMMARY: 'SavingsAccountBalancesSummary',\n  MONTHLY_SPEND_COMPARISON: 'MonthlySpendComparison',\n}\n\nexport const buildDataSeries = (data: DataSeries | undefined) => {\n  if (!data) {\n    return []\n  }\n\n  if (data.data) {\n    return data.data.map((d) => {\n      const item: any = {}\n\n      data.names?.map((name, index) => {\n        item[name] = d[index]\n      })\n      return item\n    })\n  } else {\n    return []\n  }\n}\n\nexport const buildChartData = (dataSeries: any[], ariaLabel: string) => {\n  const data = dataSeries.map((total) => {\n    const label = formatDate(total.date, DATE_FORMATS_INTL.MONTH_SHORT)\n\n    return {\n      ariaLabel: buildDynamicCopy(ariaLabel, label, formatCurrency(total.amount, '0.00')) as string,\n      label,\n      value: total.amount,\n      formattedAmount: formatCurrency(total.amount, '0,0'),\n    }\n  })\n\n  return data\n}\n\nexport const barChartVariant = (\n  instanceSlot: InstanceSlot,\n  instanceSlotData: InsightsInstanceSlotData,\n  theme: Theme,\n) => {\n  const { variant } = instanceSlot\n  const barChartLayout = getLayoutConfig(theme)\n  if (variant === BAR_CHART_VARIANTS.CATEGORY_COLOR && instanceSlotData.category_guid) {\n    const categoryColor = getCategoryColor(instanceSlotData.category_guid, theme)\n    return {\n      color: categoryColor,\n    }\n  }\n  return {\n    color:\n      barChartLayout[variant as keyof typeof barChartLayout]?.color ?? theme.palette.primary.main,\n  }\n}\n"],"mappings":";;;;;AAUA,IAAa,IAAqB;AAAA,EAChC,gBAAgB;AAAA,EAChB,kCAAkC;AAAA,EAClC,0BAA0B;AAC5B,GAEa,IAAA,CAAmB,MACzB,IAID,EAAK,OACA,EAAK,KAAK,IAAA,CAAK,MAAM;AAC1B,QAAM,IAAY,CAAC;AAEnB,SAAA,EAAK,OAAO,IAAA,CAAK,GAAM,MAAU;AAC/B,IAAA,EAAK,CAAA,IAAQ,EAAE,CAAA;AAAA,EACjB,CAAC,GACM;AACT,CAAC,IAEM,CAAC,IAbD,CAAC,GAiBC,IAAA,CAAkB,GAAmB,MACnC,EAAW,IAAA,CAAK,MAAU;AACrC,QAAM,IAAQ,EAAW,EAAM,MAAM,EAAkB,WAAW;AAElE,SAAO;AAAA,IACL,WAAW,EAAiB,GAAW,GAAO,EAAe,EAAM,QAAQ,MAAM,CAAC;AAAA,IAClF,OAAA;AAAA,IACA,OAAO,EAAM;AAAA,IACb,iBAAiB,EAAe,EAAM,QAAQ,KAAK;AAAA,EACrD;AACF,CAEO,GAGI,IAAA,CACX,GACA,GACA,MACG;AACH,QAAM,EAAE,SAAA,EAAA,IAAY,GACd,IAAiB,EAAgB,CAAK;AAC5C,SAAI,MAAY,EAAmB,kBAAkB,EAAiB,gBAE7D,EACL,OAFoB,EAAiB,EAAiB,eAAe,CAE9D,EACT,IAEK,EACL,OACE,EAAe,CAAA,GAAyC,SAAS,EAAM,QAAQ,QAAQ,KAC3F;AACF"}
+{"version":3,"file":"utils.es.js","names":[],"sources":["../../../../../src/insights-v2/blocks/ChartBlocks/BarchartBlock/utils.ts"],"sourcesContent":["import { type Theme } from '@mui/material/styles'\n\nimport { parseISO } from 'date-fns/parseISO'\n\nimport { getCategoryColor } from '../../../../core/utils/CategoryUtil'\nimport { buildDynamicCopy } from '../../../../core/utils/Localization'\nimport { formatCurrency } from '../../../../core/utils/NumberFormatting'\nimport { DATE_FORMATS_INTL, formatDate } from '../../../../core/constants'\nimport type { DataSeries, InstanceSlot } from '../../../../core'\nimport type { InsightsInstanceSlotData } from '../../../../core/types/InsightsInstanceSlotData'\nimport { getLayoutConfig } from './layout'\n\nexport const BAR_CHART_VARIANTS = {\n  CATEGORY_COLOR: 'CategoryColor',\n  SAVINGS_ACCOUNT_BALANCES_SUMMARY: 'SavingsAccountBalancesSummary',\n  MONTHLY_SPEND_COMPARISON: 'MonthlySpendComparison',\n}\n\nexport const buildDataSeries = (data: DataSeries | undefined) => {\n  if (!data) {\n    return []\n  }\n\n  if (data.data) {\n    return data.data.map((d) => {\n      const item: any = {}\n\n      data.names?.map((name, index) => {\n        item[name] = d[index]\n      })\n      return item\n    })\n  } else {\n    return []\n  }\n}\n\nexport const buildChartData = (dataSeries: any[], ariaLabel: string) => {\n  // Bars render oldest→newest (Jan→Dec, left→right, per Figma). The single-bar backend sends\n  // data_series newest-first, so normalize date-ascending here — the single source of truth for both\n  // the card (BarchartBlock) and the drill-down. This keeps their bar/tab indices aligned, which the\n  // card relies on when it forwards a clicked bar index straight to the drill-down (openChartDrilldown).\n  const data = [...dataSeries]\n    .sort((a, b) => new Date(a.date).getTime() - new Date(b.date).getTime())\n    .map((total) => {\n      const label = formatDate(parseISO(total.date), DATE_FORMATS_INTL.MONTH_SHORT)\n\n      return {\n        ariaLabel: buildDynamicCopy(\n          ariaLabel,\n          label,\n          formatCurrency(total.amount, '0.00'),\n        ) as string,\n        label,\n        value: total.amount,\n        formattedAmount: formatCurrency(total.amount, '0,0'),\n      }\n    })\n\n  return data\n}\n\nexport const barChartVariant = (\n  instanceSlot: InstanceSlot,\n  instanceSlotData: InsightsInstanceSlotData,\n  theme: Theme,\n) => {\n  const { variant } = instanceSlot\n  const barChartLayout = getLayoutConfig(theme)\n  if (variant === BAR_CHART_VARIANTS.CATEGORY_COLOR && instanceSlotData.category_guid) {\n    const categoryColor = getCategoryColor(instanceSlotData.category_guid, theme)\n    return {\n      color: categoryColor,\n    }\n  }\n  return {\n    color:\n      barChartLayout[variant as keyof typeof barChartLayout]?.color ?? theme.palette.primary.main,\n  }\n}\n"],"mappings":";;;;;;AAYA,IAAa,IAAqB;AAAA,EAChC,gBAAgB;AAAA,EAChB,kCAAkC;AAAA,EAClC,0BAA0B;AAC5B,GAEa,IAAA,CAAmB,MACzB,IAID,EAAK,OACA,EAAK,KAAK,IAAA,CAAK,MAAM;AAC1B,QAAM,IAAY,CAAC;AAEnB,SAAA,EAAK,OAAO,IAAA,CAAK,GAAM,MAAU;AAC/B,IAAA,EAAK,CAAA,IAAQ,EAAE,CAAA;AAAA,EACjB,CAAC,GACM;AACT,CAAC,IAEM,CAAC,IAbD,CAAC,GAiBC,IAAA,CAAkB,GAAmB,MAKnC,CAAC,GAAG,CAAU,EACxB,KAAA,CAAM,GAAG,MAAM,IAAI,KAAK,EAAE,IAAI,EAAE,QAAQ,IAAI,IAAI,KAAK,EAAE,IAAI,EAAE,QAAQ,CAAC,EACtE,IAAA,CAAK,MAAU;AACd,QAAM,IAAQ,EAAW,EAAS,EAAM,IAAI,GAAG,EAAkB,WAAW;AAE5E,SAAO;AAAA,IACL,WAAW,EACT,GACA,GACA,EAAe,EAAM,QAAQ,MAAM,CACrC;AAAA,IACA,OAAA;AAAA,IACA,OAAO,EAAM;AAAA,IACb,iBAAiB,EAAe,EAAM,QAAQ,KAAK;AAAA,EACrD;AACF,CAEK,GAGI,IAAA,CACX,GACA,GACA,MACG;AACH,QAAM,EAAE,SAAA,EAAA,IAAY,GACd,IAAiB,EAAgB,CAAK;AAC5C,SAAI,MAAY,EAAmB,kBAAkB,EAAiB,gBAE7D,EACL,OAFoB,EAAiB,EAAiB,eAAe,CAE9D,EACT,IAEK,EACL,OACE,EAAe,CAAA,GAAyC,SAAS,EAAM,QAAQ,QAAQ,KAC3F;AACF"}

package/dist/insights-v2/blocks/ChartBlocks/DoubleBarChartBlock/DoubleBarChartBlock.d.ts

@@ -0,0 +1,8 @@
+import { BlockProps } from '../../types';
+/**
+ * Card block for the double-bar chart. Mirrors BarchartBlock: it builds the shaped series
+ * (buildComparisonSeries) and resolves the card palette (getLayoutConfig), then renders the reusable
+ * DoubleBarChart and injects the card click behavior \u2014 open the shared drawer scoped to this beat
+ * (chartBarIndex = clicked column, tabIndex = clicked sub-series).
+ */
+export declare const DoubleBarChartBlock: ({ payload: { instance_slot, instance_slot_data, widget_type }, beatGuid, }: BlockProps) => import("react/jsx-runtime").JSX.Element;

package/dist/insights-v2/blocks/ChartBlocks/DoubleBarChartBlock/DoubleBarChartBlock.es.js

@@ -0,0 +1,24 @@
+import { useInsightsV2Store as h } from "../../../../common/context/hooks.es.js";
+import { DoubleBarChart as u } from "../../../components/chartblocks/DoubleBarChart.es.js";
+import { buildComparisonSeries as b } from "./comparisonUtils.es.js";
+import { getLayoutConfig as C } from "./layout.es.js";
+import { jsx as B } from "react/jsx-runtime";
+import { useTheme as g } from "@mui/material/styles";
+var L = ({ payload: { instance_slot: o, instance_slot_data: r, widget_type: t }, beatGuid: a = "" }) => {
+  const e = g(), { openChartDrilldown: i } = h(), { variant: n } = o, { ariaLabel: s = "", data_series: m, legends: l } = r, c = b(m, s), p = C(e, n)?.color ?? [];
+  return /* @__PURE__ */ B(u, {
+    bars: c,
+    colors: p,
+    isMini: t === "mini",
+    legends: l,
+    onBarClick: (d, f) => i(a, {
+      chartBarIndex: d,
+      tabIndex: f
+    })
+  });
+};
+export {
+  L as DoubleBarChartBlock
+};
+
+//# sourceMappingURL=DoubleBarChartBlock.es.js.map