@pfm-platform/accounts-feature 0.1.1

package/dist/index.cjs

@@ -0,0 +1,213 @@
+'use strict';
+
+var react = require('react');
+var accountsDataAccess = require('@pfm-platform/accounts-data-access');
+
+// src/hooks/useAccountTypes.ts
+
+// src/constants.ts
+var ACCOUNT_TYPE_NAMES = {
+  checking: "Checking",
+  savings: "Savings",
+  cards: "Card",
+  student_loans: "Student Loan",
+  bill: "Bill",
+  autos: "Auto",
+  home: "Mortgage",
+  investment: "Investment",
+  loan: "Loan",
+  asset: "Asset",
+  cd: "Certificate"
+};
+var GROUPED_ACCOUNT_TYPES = [
+  {
+    name: "Cash",
+    types: ["checking", "savings", "money_market"]
+  },
+  {
+    name: "Credit Cards",
+    types: ["cards"]
+  },
+  {
+    name: "Debts",
+    types: ["autos", "home", "loan", "student_loans", "creditline"]
+  },
+  {
+    name: "Investments",
+    types: ["investment"]
+  },
+  {
+    name: "Assets",
+    types: ["asset", "cd"]
+  },
+  {
+    name: "Bills",
+    types: ["bill"]
+  }
+];
+var USER_ERROR_CODES = [
+  "201",
+  "203",
+  "204",
+  "209",
+  "300",
+  "301",
+  "302",
+  "303",
+  "304",
+  "305",
+  "306",
+  "307",
+  "701",
+  "103",
+  "108",
+  "109",
+  "185",
+  "187",
+  "913",
+  "914",
+  "931",
+  "936"
+];
+
+// src/utils/groupBy.ts
+function groupBy(array, key) {
+  return array.reduce(
+    (result, item) => {
+      const groupKey = String(item[key]);
+      if (!result[groupKey]) {
+        result[groupKey] = [];
+      }
+      result[groupKey].push(item);
+      return result;
+    },
+    {}
+  );
+}
+
+// src/hooks/useAccountTypes.ts
+function useAccountTypes(userId) {
+  const { data } = accountsDataAccess.useAccounts({ userId });
+  return react.useMemo(() => {
+    if (!data?.accounts || data.accounts.length === 0) {
+      return [];
+    }
+    const mappedByType = groupBy(data.accounts, "display_account_type");
+    return GROUPED_ACCOUNT_TYPES.map((grouped) => ({
+      name: grouped.name,
+      accounts: grouped.types.flatMap((type) => mappedByType[type] || [])
+    })).filter((group) => group.accounts.length > 0).map((accountType) => ({
+      ...accountType,
+      sum: accountType.accounts.reduce((sum, account) => sum + (parseFloat(account.balance) || 0), 0)
+    }));
+  }, [data]);
+}
+function useAccountFilters(userId) {
+  const { data } = accountsDataAccess.useAccounts({ userId });
+  return react.useMemo(() => {
+    if (!data?.accounts || data.accounts.length === 0) {
+      return { opened: [], closed: [] };
+    }
+    return {
+      opened: data.accounts.filter(
+        (account) => account.state === "active" && account.include_in_dashboard
+      ),
+      closed: data.accounts.filter(
+        (account) => account.state === "closed" || account.state === "archived" || !account.include_in_dashboard
+      )
+    };
+  }, [data]);
+}
+function useAccountSummary(userId) {
+  const { data } = accountsDataAccess.useAccounts({ userId });
+  const { opened, closed } = useAccountFilters(userId);
+  return react.useMemo(() => {
+    if (!data?.accounts) {
+      return null;
+    }
+    return {
+      totalAccounts: data.accounts.length,
+      openedCount: opened.length,
+      closedCount: closed.length,
+      totalBalance: data.accounts.reduce((sum, account) => sum + (parseFloat(account.balance) || 0), 0),
+      hasAccounts: data.accounts.length > 0
+    };
+  }, [data, opened, closed]);
+}
+function useNetWorthSummary(userId) {
+  const { data, isLoading } = accountsDataAccess.useNetWorth({ userId });
+  return react.useMemo(() => {
+    if (!data || isLoading) {
+      return null;
+    }
+    const netWorth = parseFloat(data.meta.net_worth);
+    const netWorthChange = parseFloat(data.meta.net_worth_change);
+    const totalAssets = parseFloat(data.meta.total_assets);
+    const totalDebts = parseFloat(data.meta.total_debts);
+    const manualAssets = data.assets.filter((a) => a.additional_networth_account);
+    const aggregatedAssets = data.assets.filter((a) => !a.additional_networth_account);
+    const manualDebts = data.debts.filter((d) => d.additional_networth_account);
+    const aggregatedDebts = data.debts.filter((d) => !d.additional_networth_account);
+    return {
+      netWorth,
+      netWorthChange,
+      totalAssets,
+      totalDebts,
+      assetCount: data.assets.length,
+      debtCount: data.debts.length,
+      manualAssetCount: manualAssets.length,
+      manualDebtCount: manualDebts.length,
+      aggregatedAssetCount: aggregatedAssets.length,
+      aggregatedDebtCount: aggregatedDebts.length,
+      hasAssets: data.assets.length > 0,
+      hasDebts: data.debts.length > 0,
+      hasManualAccounts: manualAssets.length > 0 || manualDebts.length > 0,
+      isPositiveNetWorth: netWorth >= 0,
+      isIncreasing: netWorthChange > 0
+    };
+  }, [data, isLoading]);
+}
+function useNetWorthHistory(userId) {
+  const { data, isLoading } = accountsDataAccess.useNetWorth({ userId });
+  return react.useMemo(() => {
+    if (!data || isLoading || !data.networth_histories) {
+      return null;
+    }
+    return data.networth_histories.map((history) => {
+      const totalAsNumber = parseFloat(history.total);
+      const totalAssetAsNumber = parseFloat(history.total_asset);
+      const totalDebtAsNumber = parseFloat(history.total_debt);
+      const sinceLastMonthAsNumber = parseFloat(history.since_last_month);
+      const year = parseInt(history.year, 10);
+      const month = parseInt(history.month, 10) - 1;
+      const date = new Date(year, month, 1);
+      const formattedDate = date.toLocaleDateString("en-US", {
+        month: "short",
+        year: "numeric"
+      });
+      return {
+        ...history,
+        totalAsNumber,
+        totalAssetAsNumber,
+        totalDebtAsNumber,
+        sinceLastMonthAsNumber,
+        date,
+        formattedDate,
+        isPositive: totalAsNumber >= 0,
+        isGrowing: sinceLastMonthAsNumber > 0
+      };
+    }).sort((a, b) => a.date.getTime() - b.date.getTime());
+  }, [data, isLoading]);
+}
+
+exports.ACCOUNT_TYPE_NAMES = ACCOUNT_TYPE_NAMES;
+exports.GROUPED_ACCOUNT_TYPES = GROUPED_ACCOUNT_TYPES;
+exports.USER_ERROR_CODES = USER_ERROR_CODES;
+exports.groupBy = groupBy;
+exports.useAccountFilters = useAccountFilters;
+exports.useAccountSummary = useAccountSummary;
+exports.useAccountTypes = useAccountTypes;
+exports.useNetWorthHistory = useNetWorthHistory;
+exports.useNetWorthSummary = useNetWorthSummary;
+//# sourceMappingURL=index.cjs.map
+//# sourceMappingURL=index.cjs.map

package/dist/index.cjs.map

@@ -0,0 +1 @@
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* Account type display names\n * Maps account_type to human-readable names\n */\nexport const ACCOUNT_TYPE_NAMES = {\n  checking: 'Checking',\n  savings: 'Savings',\n  cards: 'Card',\n  student_loans: 'Student Loan',\n  bill: 'Bill',\n  autos: 'Auto',\n  home: 'Mortgage',\n  investment: 'Investment',\n  loan: 'Loan',\n  asset: 'Asset',\n  cd: 'Certificate',\n} as const;\n\n/**\n * Grouped account types for categorization\n * Used by useAccountTypes to organize accounts into logical groups\n */\nexport const GROUPED_ACCOUNT_TYPES = [\n  {\n    name: 'Cash',\n    types: ['checking', 'savings', 'money_market'],\n  },\n  {\n    name: 'Credit Cards',\n    types: ['cards'],\n  },\n  {\n    name: 'Debts',\n    types: ['autos', 'home', 'loan', 'student_loans', 'creditline'],\n  },\n  {\n    name: 'Investments',\n    types: ['investment'],\n  },\n  {\n    name: 'Assets',\n    types: ['asset', 'cd'],\n  },\n  {\n    name: 'Bills',\n    types: ['bill'],\n  },\n] as const;\n\n/**\n * User error codes that indicate credentials need updating\n */\nexport const USER_ERROR_CODES = [\n  '201',\n  '203',\n  '204',\n  '209',\n  '300',\n  '301',\n  '302',\n  '303',\n  '304',\n  '305',\n  '306',\n  '307',\n  '701',\n  '103',\n  '108',\n  '109',\n  '185',\n  '187',\n  '913',\n  '914',\n  '931',\n  '936',\n] as const;\n","/**\n * Group array items by a key\n * @param array - Array to group\n * @param key - Property key to group by\n * @returns Object with keys as group names and values as arrays of items\n */\nexport function groupBy<T>(array: T[], key: keyof T): Record<string, T[]> {\n  return array.reduce(\n    (result, item) => {\n      const groupKey = String(item[key]);\n      if (!result[groupKey]) {\n        result[groupKey] = [];\n      }\n      result[groupKey].push(item);\n      return result;\n    },\n    {} as Record<string, T[]>\n  );\n}\n","import { useMemo } from 'react';\nimport { useAccounts } from '@pfm-platform/accounts-data-access';\nimport { GROUPED_ACCOUNT_TYPES } from '../constants';\nimport { groupBy } from '../utils/groupBy';\n\nexport interface AccountGroup {\n  name: string;\n  accounts: any[]; // Using any for now, will use Account type when available\n  sum: number;\n}\n\n/**\n * Group accounts by display type and calculate totals\n *\n * Replaces: accountsStore.accountTypes computed property\n *\n * Business logic:\n * - Groups accounts by display_account_type\n * - Organizes into logical categories (Cash, Credit Cards, Debts, etc.)\n * - Calculates sum of balances for each group\n * - Filters out empty groups\n *\n * @param userId - User ID to fetch accounts for\n * @returns Array of account groups with names, accounts, and sums\n */\nexport function useAccountTypes(userId: string): AccountGroup[] {\n  const { data } = useAccounts({ userId });\n\n  return useMemo(() => {\n    if (!data?.accounts || data.accounts.length === 0) {\n      return [];\n    }\n\n    // Group accounts by display_account_type\n    const mappedByType = groupBy(data.accounts, 'display_account_type');\n\n    // Organize into predefined groups and calculate sums\n    return GROUPED_ACCOUNT_TYPES.map((grouped) => ({\n      name: grouped.name,\n      accounts: grouped.types.flatMap((type) => mappedByType[type] || []),\n    }))\n      .filter((group) => group.accounts.length > 0)\n      .map((accountType) => ({\n        ...accountType,\n        sum: accountType.accounts.reduce((sum, account) => sum + (parseFloat(account.balance) || 0), 0),\n      }));\n  }, [data]);\n}\n","import { useMemo } from 'react';\nimport { useAccounts } from '@pfm-platform/accounts-data-access';\n\nexport interface AccountFilters {\n  opened: any[]; // Using any for now, will use Account type when available\n  closed: any[];\n}\n\n/**\n * Filter accounts into opened/closed categories\n *\n * Replaces: openedAccounts/closedAccounts computed properties\n *\n * Business logic:\n * - Opened: state === 'active' AND include_in_dashboard === true\n * - Closed: state === 'closed' OR state === 'archived' OR include_in_dashboard === false\n *\n * @param userId - User ID to fetch accounts for\n * @returns Object with opened and closed account arrays\n */\nexport function useAccountFilters(userId: string): AccountFilters {\n  const { data } = useAccounts({ userId });\n\n  return useMemo(() => {\n    if (!data?.accounts || data.accounts.length === 0) {\n      return { opened: [], closed: [] };\n    }\n\n    return {\n      opened: data.accounts.filter(\n        (account) => account.state === 'active' && account.include_in_dashboard\n      ),\n      closed: data.accounts.filter(\n        (account) =>\n          account.state === 'closed' ||\n          account.state === 'archived' ||\n          !account.include_in_dashboard\n      ),\n    };\n  }, [data]);\n}\n","import { useMemo } from 'react';\nimport { useAccounts } from '@pfm-platform/accounts-data-access';\nimport { useAccountFilters } from './useAccountFilters';\n\nexport interface AccountSummary {\n  totalAccounts: number;\n  openedCount: number;\n  closedCount: number;\n  totalBalance: number;\n  hasAccounts: boolean;\n}\n\n/**\n * Calculate account summary statistics\n *\n * Replaces: hasAccounts computed property + additional summary logic\n *\n * Business logic:\n * - Counts total, opened, and closed accounts\n * - Calculates total balance across all accounts\n * - Provides hasAccounts boolean for conditional rendering\n *\n * @param userId - User ID to fetch accounts for\n * @returns Object with account counts, balance, and hasAccounts flag\n */\nexport function useAccountSummary(userId: string): AccountSummary | null {\n  const { data } = useAccounts({ userId });\n  const { opened, closed } = useAccountFilters(userId);\n\n  return useMemo(() => {\n    if (!data?.accounts) {\n      return null;\n    }\n\n    return {\n      totalAccounts: data.accounts.length,\n      openedCount: opened.length,\n      closedCount: closed.length,\n      totalBalance: data.accounts.reduce((sum, account) => sum + (parseFloat(account.balance) || 0), 0),\n      hasAccounts: data.accounts.length > 0,\n    };\n  }, [data, opened, closed]);\n}\n","import { useMemo } from 'react';\nimport { useNetWorth } from '@pfm-platform/accounts-data-access';\n\nexport interface NetWorthSummary {\n  netWorth: number;\n  netWorthChange: number;\n  totalAssets: number;\n  totalDebts: number;\n  assetCount: number;\n  debtCount: number;\n  manualAssetCount: number;\n  manualDebtCount: number;\n  aggregatedAssetCount: number;\n  aggregatedDebtCount: number;\n  hasAssets: boolean;\n  hasDebts: boolean;\n  hasManualAccounts: boolean;\n  isPositiveNetWorth: boolean;\n  isIncreasing: boolean;\n}\n\n/**\n * Calculate net worth summary statistics\n *\n * Business logic:\n * - Parses string amounts to numbers for calculations\n * - Separates manual vs aggregated accounts\n * - Provides counts and totals for assets/debts\n * - Calculates trend indicators (positive, increasing)\n *\n * @param userId - User ID to fetch net worth for\n * @returns Object with net worth metrics and boolean flags\n *\n * @example\n * ```tsx\n * function NetWorthDashboard() {\n *   const summary = useNetWorthSummary('user123');\n *\n *   if (!summary) return <div>Loading...</div>;\n *\n *   return (\n *     <div>\n *       <h2>Net Worth: ${summary.netWorth.toLocaleString()}</h2>\n *       <p className={summary.isIncreasing ? 'positive' : 'negative'}>\n *         Change: ${summary.netWorthChange.toLocaleString()}\n *       </p>\n *       <p>Assets: {summary.assetCount} (Manual: {summary.manualAssetCount})</p>\n *       <p>Debts: {summary.debtCount} (Manual: {summary.manualDebtCount})</p>\n *     </div>\n *   );\n * }\n * ```\n */\nexport function useNetWorthSummary(userId: string): NetWorthSummary | null {\n  const { data, isLoading } = useNetWorth({ userId });\n\n  return useMemo(() => {\n    if (!data || isLoading) {\n      return null;\n    }\n\n    // Parse string amounts to numbers\n    const netWorth = parseFloat(data.meta.net_worth);\n    const netWorthChange = parseFloat(data.meta.net_worth_change);\n    const totalAssets = parseFloat(data.meta.total_assets);\n    const totalDebts = parseFloat(data.meta.total_debts);\n\n    // Count manual vs aggregated accounts\n    const manualAssets = data.assets.filter(a => a.additional_networth_account);\n    const aggregatedAssets = data.assets.filter(a => !a.additional_networth_account);\n    const manualDebts = data.debts.filter(d => d.additional_networth_account);\n    const aggregatedDebts = data.debts.filter(d => !d.additional_networth_account);\n\n    return {\n      netWorth,\n      netWorthChange,\n      totalAssets,\n      totalDebts,\n      assetCount: data.assets.length,\n      debtCount: data.debts.length,\n      manualAssetCount: manualAssets.length,\n      manualDebtCount: manualDebts.length,\n      aggregatedAssetCount: aggregatedAssets.length,\n      aggregatedDebtCount: aggregatedDebts.length,\n      hasAssets: data.assets.length > 0,\n      hasDebts: data.debts.length > 0,\n      hasManualAccounts: manualAssets.length > 0 || manualDebts.length > 0,\n      isPositiveNetWorth: netWorth >= 0,\n      isIncreasing: netWorthChange > 0,\n    };\n  }, [data, isLoading]);\n}\n","import { useMemo } from 'react';\nimport { useNetWorth } from '@pfm-platform/accounts-data-access';\nimport type { NetWorthHistory } from '@pfm-platform/shared';\n\nexport interface NetWorthHistoryPoint extends NetWorthHistory {\n  totalAsNumber: number;\n  totalAssetAsNumber: number;\n  totalDebtAsNumber: number;\n  sinceLastMonthAsNumber: number;\n  date: Date;\n  formattedDate: string;\n  isPositive: boolean;\n  isGrowing: boolean;\n}\n\n/**\n * Process net worth history for charting and analysis\n *\n * Business logic:\n * - Converts string amounts to numbers for calculations\n * - Parses month/year into Date objects for charting\n * - Formats dates for display\n * - Adds boolean flags for trend indicators\n *\n * @param userId - User ID to fetch net worth history for\n * @returns Array of processed history points sorted by date (oldest first)\n *\n * @example\n * ```tsx\n * function NetWorthChart() {\n *   const history = useNetWorthHistory('user123');\n *\n *   if (!history) return <div>Loading...</div>;\n *\n *   return (\n *     <LineChart data={history.map(point => ({\n *       date: point.formattedDate,\n *       value: point.totalAsNumber\n *     }))} />\n *   );\n * }\n * ```\n *\n * @example Find Recent Growth\n * ```tsx\n * const history = useNetWorthHistory('user123');\n * const recentGrowth = history?.filter(p => p.isGrowing).slice(-3);\n * ```\n */\nexport function useNetWorthHistory(userId: string): NetWorthHistoryPoint[] | null {\n  const { data, isLoading } = useNetWorth({ userId });\n\n  return useMemo(() => {\n    if (!data || isLoading || !data.networth_histories) {\n      return null;\n    }\n\n    return data.networth_histories\n      .map((history) => {\n        const totalAsNumber = parseFloat(history.total);\n        const totalAssetAsNumber = parseFloat(history.total_asset);\n        const totalDebtAsNumber = parseFloat(history.total_debt);\n        const sinceLastMonthAsNumber = parseFloat(history.since_last_month);\n\n        // Parse month/year into Date (use first day of month)\n        const year = parseInt(history.year, 10);\n        const month = parseInt(history.month, 10) - 1; // JS months are 0-indexed\n        const date = new Date(year, month, 1);\n\n        // Format for display (e.g., \"Apr 2019\")\n        const formattedDate = date.toLocaleDateString('en-US', {\n          month: 'short',\n          year: 'numeric',\n        });\n\n        return {\n          ...history,\n          totalAsNumber,\n          totalAssetAsNumber,\n          totalDebtAsNumber,\n          sinceLastMonthAsNumber,\n          date,\n          formattedDate,\n          isPositive: totalAsNumber >= 0,\n          isGrowing: sinceLastMonthAsNumber > 0,\n        };\n      })\n      .sort((a, b) => a.date.getTime() - b.date.getTime()); // Sort oldest to newest\n  }, [data, isLoading]);\n}\n"]}

package/dist/index.d.cts

@@ -0,0 +1,214 @@
+import { NetWorthHistory } from '@pfm-platform/shared';
+
+interface AccountGroup {
+    name: string;
+    accounts: any[];
+    sum: number;
+}
+/**
+ * Group accounts by display type and calculate totals
+ *
+ * Replaces: accountsStore.accountTypes computed property
+ *
+ * Business logic:
+ * - Groups accounts by display_account_type
+ * - Organizes into logical categories (Cash, Credit Cards, Debts, etc.)
+ * - Calculates sum of balances for each group
+ * - Filters out empty groups
+ *
+ * @param userId - User ID to fetch accounts for
+ * @returns Array of account groups with names, accounts, and sums
+ */
+declare function useAccountTypes(userId: string): AccountGroup[];
+
+interface AccountFilters {
+    opened: any[];
+    closed: any[];
+}
+/**
+ * Filter accounts into opened/closed categories
+ *
+ * Replaces: openedAccounts/closedAccounts computed properties
+ *
+ * Business logic:
+ * - Opened: state === 'active' AND include_in_dashboard === true
+ * - Closed: state === 'closed' OR state === 'archived' OR include_in_dashboard === false
+ *
+ * @param userId - User ID to fetch accounts for
+ * @returns Object with opened and closed account arrays
+ */
+declare function useAccountFilters(userId: string): AccountFilters;
+
+interface AccountSummary {
+    totalAccounts: number;
+    openedCount: number;
+    closedCount: number;
+    totalBalance: number;
+    hasAccounts: boolean;
+}
+/**
+ * Calculate account summary statistics
+ *
+ * Replaces: hasAccounts computed property + additional summary logic
+ *
+ * Business logic:
+ * - Counts total, opened, and closed accounts
+ * - Calculates total balance across all accounts
+ * - Provides hasAccounts boolean for conditional rendering
+ *
+ * @param userId - User ID to fetch accounts for
+ * @returns Object with account counts, balance, and hasAccounts flag
+ */
+declare function useAccountSummary(userId: string): AccountSummary | null;
+
+interface NetWorthSummary {
+    netWorth: number;
+    netWorthChange: number;
+    totalAssets: number;
+    totalDebts: number;
+    assetCount: number;
+    debtCount: number;
+    manualAssetCount: number;
+    manualDebtCount: number;
+    aggregatedAssetCount: number;
+    aggregatedDebtCount: number;
+    hasAssets: boolean;
+    hasDebts: boolean;
+    hasManualAccounts: boolean;
+    isPositiveNetWorth: boolean;
+    isIncreasing: boolean;
+}
+/**
+ * Calculate net worth summary statistics
+ *
+ * Business logic:
+ * - Parses string amounts to numbers for calculations
+ * - Separates manual vs aggregated accounts
+ * - Provides counts and totals for assets/debts
+ * - Calculates trend indicators (positive, increasing)
+ *
+ * @param userId - User ID to fetch net worth for
+ * @returns Object with net worth metrics and boolean flags
+ *
+ * @example
+ * ```tsx
+ * function NetWorthDashboard() {
+ *   const summary = useNetWorthSummary('user123');
+ *
+ *   if (!summary) return <div>Loading...</div>;
+ *
+ *   return (
+ *     <div>
+ *       <h2>Net Worth: ${summary.netWorth.toLocaleString()}</h2>
+ *       <p className={summary.isIncreasing ? 'positive' : 'negative'}>
+ *         Change: ${summary.netWorthChange.toLocaleString()}
+ *       </p>
+ *       <p>Assets: {summary.assetCount} (Manual: {summary.manualAssetCount})</p>
+ *       <p>Debts: {summary.debtCount} (Manual: {summary.manualDebtCount})</p>
+ *     </div>
+ *   );
+ * }
+ * ```
+ */
+declare function useNetWorthSummary(userId: string): NetWorthSummary | null;
+
+interface NetWorthHistoryPoint extends NetWorthHistory {
+    totalAsNumber: number;
+    totalAssetAsNumber: number;
+    totalDebtAsNumber: number;
+    sinceLastMonthAsNumber: number;
+    date: Date;
+    formattedDate: string;
+    isPositive: boolean;
+    isGrowing: boolean;
+}
+/**
+ * Process net worth history for charting and analysis
+ *
+ * Business logic:
+ * - Converts string amounts to numbers for calculations
+ * - Parses month/year into Date objects for charting
+ * - Formats dates for display
+ * - Adds boolean flags for trend indicators
+ *
+ * @param userId - User ID to fetch net worth history for
+ * @returns Array of processed history points sorted by date (oldest first)
+ *
+ * @example
+ * ```tsx
+ * function NetWorthChart() {
+ *   const history = useNetWorthHistory('user123');
+ *
+ *   if (!history) return <div>Loading...</div>;
+ *
+ *   return (
+ *     <LineChart data={history.map(point => ({
+ *       date: point.formattedDate,
+ *       value: point.totalAsNumber
+ *     }))} />
+ *   );
+ * }
+ * ```
+ *
+ * @example Find Recent Growth
+ * ```tsx
+ * const history = useNetWorthHistory('user123');
+ * const recentGrowth = history?.filter(p => p.isGrowing).slice(-3);
+ * ```
+ */
+declare function useNetWorthHistory(userId: string): NetWorthHistoryPoint[] | null;
+
+/**
+ * Account type display names
+ * Maps account_type to human-readable names
+ */
+declare const ACCOUNT_TYPE_NAMES: {
+    readonly checking: "Checking";
+    readonly savings: "Savings";
+    readonly cards: "Card";
+    readonly student_loans: "Student Loan";
+    readonly bill: "Bill";
+    readonly autos: "Auto";
+    readonly home: "Mortgage";
+    readonly investment: "Investment";
+    readonly loan: "Loan";
+    readonly asset: "Asset";
+    readonly cd: "Certificate";
+};
+/**
+ * Grouped account types for categorization
+ * Used by useAccountTypes to organize accounts into logical groups
+ */
+declare const GROUPED_ACCOUNT_TYPES: readonly [{
+    readonly name: "Cash";
+    readonly types: readonly ["checking", "savings", "money_market"];
+}, {
+    readonly name: "Credit Cards";
+    readonly types: readonly ["cards"];
+}, {
+    readonly name: "Debts";
+    readonly types: readonly ["autos", "home", "loan", "student_loans", "creditline"];
+}, {
+    readonly name: "Investments";
+    readonly types: readonly ["investment"];
+}, {
+    readonly name: "Assets";
+    readonly types: readonly ["asset", "cd"];
+}, {
+    readonly name: "Bills";
+    readonly types: readonly ["bill"];
+}];
+/**
+ * User error codes that indicate credentials need updating
+ */
+declare const USER_ERROR_CODES: readonly ["201", "203", "204", "209", "300", "301", "302", "303", "304", "305", "306", "307", "701", "103", "108", "109", "185", "187", "913", "914", "931", "936"];
+
+/**
+ * Group array items by a key
+ * @param array - Array to group
+ * @param key - Property key to group by
+ * @returns Object with keys as group names and values as arrays of items
+ */
+declare function groupBy<T>(array: T[], key: keyof T): Record<string, T[]>;
+
+export { ACCOUNT_TYPE_NAMES, type AccountFilters, type AccountGroup, type AccountSummary, GROUPED_ACCOUNT_TYPES, type NetWorthHistoryPoint, type NetWorthSummary, USER_ERROR_CODES, groupBy, useAccountFilters, useAccountSummary, useAccountTypes, useNetWorthHistory, useNetWorthSummary };

package/dist/index.d.ts

@@ -0,0 +1,214 @@
+import { NetWorthHistory } from '@pfm-platform/shared';
+
+interface AccountGroup {
+    name: string;
+    accounts: any[];
+    sum: number;
+}
+/**
+ * Group accounts by display type and calculate totals
+ *
+ * Replaces: accountsStore.accountTypes computed property
+ *
+ * Business logic:
+ * - Groups accounts by display_account_type
+ * - Organizes into logical categories (Cash, Credit Cards, Debts, etc.)
+ * - Calculates sum of balances for each group
+ * - Filters out empty groups
+ *
+ * @param userId - User ID to fetch accounts for
+ * @returns Array of account groups with names, accounts, and sums
+ */
+declare function useAccountTypes(userId: string): AccountGroup[];
+
+interface AccountFilters {
+    opened: any[];
+    closed: any[];
+}
+/**
+ * Filter accounts into opened/closed categories
+ *
+ * Replaces: openedAccounts/closedAccounts computed properties
+ *
+ * Business logic:
+ * - Opened: state === 'active' AND include_in_dashboard === true
+ * - Closed: state === 'closed' OR state === 'archived' OR include_in_dashboard === false
+ *
+ * @param userId - User ID to fetch accounts for
+ * @returns Object with opened and closed account arrays
+ */
+declare function useAccountFilters(userId: string): AccountFilters;
+
+interface AccountSummary {
+    totalAccounts: number;
+    openedCount: number;
+    closedCount: number;
+    totalBalance: number;
+    hasAccounts: boolean;
+}
+/**
+ * Calculate account summary statistics
+ *
+ * Replaces: hasAccounts computed property + additional summary logic
+ *
+ * Business logic:
+ * - Counts total, opened, and closed accounts
+ * - Calculates total balance across all accounts
+ * - Provides hasAccounts boolean for conditional rendering
+ *
+ * @param userId - User ID to fetch accounts for
+ * @returns Object with account counts, balance, and hasAccounts flag
+ */
+declare function useAccountSummary(userId: string): AccountSummary | null;
+
+interface NetWorthSummary {
+    netWorth: number;
+    netWorthChange: number;
+    totalAssets: number;
+    totalDebts: number;
+    assetCount: number;
+    debtCount: number;
+    manualAssetCount: number;
+    manualDebtCount: number;
+    aggregatedAssetCount: number;
+    aggregatedDebtCount: number;
+    hasAssets: boolean;
+    hasDebts: boolean;
+    hasManualAccounts: boolean;
+    isPositiveNetWorth: boolean;
+    isIncreasing: boolean;
+}
+/**
+ * Calculate net worth summary statistics
+ *
+ * Business logic:
+ * - Parses string amounts to numbers for calculations
+ * - Separates manual vs aggregated accounts
+ * - Provides counts and totals for assets/debts
+ * - Calculates trend indicators (positive, increasing)
+ *
+ * @param userId - User ID to fetch net worth for
+ * @returns Object with net worth metrics and boolean flags
+ *
+ * @example
+ * ```tsx
+ * function NetWorthDashboard() {
+ *   const summary = useNetWorthSummary('user123');
+ *
+ *   if (!summary) return <div>Loading...</div>;
+ *
+ *   return (
+ *     <div>
+ *       <h2>Net Worth: ${summary.netWorth.toLocaleString()}</h2>
+ *       <p className={summary.isIncreasing ? 'positive' : 'negative'}>
+ *         Change: ${summary.netWorthChange.toLocaleString()}
+ *       </p>
+ *       <p>Assets: {summary.assetCount} (Manual: {summary.manualAssetCount})</p>
+ *       <p>Debts: {summary.debtCount} (Manual: {summary.manualDebtCount})</p>
+ *     </div>
+ *   );
+ * }
+ * ```
+ */
+declare function useNetWorthSummary(userId: string): NetWorthSummary | null;
+
+interface NetWorthHistoryPoint extends NetWorthHistory {
+    totalAsNumber: number;
+    totalAssetAsNumber: number;
+    totalDebtAsNumber: number;
+    sinceLastMonthAsNumber: number;
+    date: Date;
+    formattedDate: string;
+    isPositive: boolean;
+    isGrowing: boolean;
+}
+/**
+ * Process net worth history for charting and analysis
+ *
+ * Business logic:
+ * - Converts string amounts to numbers for calculations
+ * - Parses month/year into Date objects for charting
+ * - Formats dates for display
+ * - Adds boolean flags for trend indicators
+ *
+ * @param userId - User ID to fetch net worth history for
+ * @returns Array of processed history points sorted by date (oldest first)
+ *
+ * @example
+ * ```tsx
+ * function NetWorthChart() {
+ *   const history = useNetWorthHistory('user123');
+ *
+ *   if (!history) return <div>Loading...</div>;
+ *
+ *   return (
+ *     <LineChart data={history.map(point => ({
+ *       date: point.formattedDate,
+ *       value: point.totalAsNumber
+ *     }))} />
+ *   );
+ * }
+ * ```
+ *
+ * @example Find Recent Growth
+ * ```tsx
+ * const history = useNetWorthHistory('user123');
+ * const recentGrowth = history?.filter(p => p.isGrowing).slice(-3);
+ * ```
+ */
+declare function useNetWorthHistory(userId: string): NetWorthHistoryPoint[] | null;
+
+/**
+ * Account type display names
+ * Maps account_type to human-readable names
+ */
+declare const ACCOUNT_TYPE_NAMES: {
+    readonly checking: "Checking";
+    readonly savings: "Savings";
+    readonly cards: "Card";
+    readonly student_loans: "Student Loan";
+    readonly bill: "Bill";
+    readonly autos: "Auto";
+    readonly home: "Mortgage";
+    readonly investment: "Investment";
+    readonly loan: "Loan";
+    readonly asset: "Asset";
+    readonly cd: "Certificate";
+};
+/**
+ * Grouped account types for categorization
+ * Used by useAccountTypes to organize accounts into logical groups
+ */
+declare const GROUPED_ACCOUNT_TYPES: readonly [{
+    readonly name: "Cash";
+    readonly types: readonly ["checking", "savings", "money_market"];
+}, {
+    readonly name: "Credit Cards";
+    readonly types: readonly ["cards"];
+}, {
+    readonly name: "Debts";
+    readonly types: readonly ["autos", "home", "loan", "student_loans", "creditline"];
+}, {
+    readonly name: "Investments";
+    readonly types: readonly ["investment"];
+}, {
+    readonly name: "Assets";
+    readonly types: readonly ["asset", "cd"];
+}, {
+    readonly name: "Bills";
+    readonly types: readonly ["bill"];
+}];
+/**
+ * User error codes that indicate credentials need updating
+ */
+declare const USER_ERROR_CODES: readonly ["201", "203", "204", "209", "300", "301", "302", "303", "304", "305", "306", "307", "701", "103", "108", "109", "185", "187", "913", "914", "931", "936"];
+
+/**
+ * Group array items by a key
+ * @param array - Array to group
+ * @param key - Property key to group by
+ * @returns Object with keys as group names and values as arrays of items
+ */
+declare function groupBy<T>(array: T[], key: keyof T): Record<string, T[]>;
+
+export { ACCOUNT_TYPE_NAMES, type AccountFilters, type AccountGroup, type AccountSummary, GROUPED_ACCOUNT_TYPES, type NetWorthHistoryPoint, type NetWorthSummary, USER_ERROR_CODES, groupBy, useAccountFilters, useAccountSummary, useAccountTypes, useNetWorthHistory, useNetWorthSummary };

package/dist/index.js

@@ -0,0 +1,203 @@
+import { useMemo } from 'react';
+import { useAccounts, useNetWorth } from '@pfm-platform/accounts-data-access';
+
+// src/hooks/useAccountTypes.ts
+
+// src/constants.ts
+var ACCOUNT_TYPE_NAMES = {
+  checking: "Checking",
+  savings: "Savings",
+  cards: "Card",
+  student_loans: "Student Loan",
+  bill: "Bill",
+  autos: "Auto",
+  home: "Mortgage",
+  investment: "Investment",
+  loan: "Loan",
+  asset: "Asset",
+  cd: "Certificate"
+};
+var GROUPED_ACCOUNT_TYPES = [
+  {
+    name: "Cash",
+    types: ["checking", "savings", "money_market"]
+  },
+  {
+    name: "Credit Cards",
+    types: ["cards"]
+  },
+  {
+    name: "Debts",
+    types: ["autos", "home", "loan", "student_loans", "creditline"]
+  },
+  {
+    name: "Investments",
+    types: ["investment"]
+  },
+  {
+    name: "Assets",
+    types: ["asset", "cd"]
+  },
+  {
+    name: "Bills",
+    types: ["bill"]
+  }
+];
+var USER_ERROR_CODES = [
+  "201",
+  "203",
+  "204",
+  "209",
+  "300",
+  "301",
+  "302",
+  "303",
+  "304",
+  "305",
+  "306",
+  "307",
+  "701",
+  "103",
+  "108",
+  "109",
+  "185",
+  "187",
+  "913",
+  "914",
+  "931",
+  "936"
+];
+
+// src/utils/groupBy.ts
+function groupBy(array, key) {
+  return array.reduce(
+    (result, item) => {
+      const groupKey = String(item[key]);
+      if (!result[groupKey]) {
+        result[groupKey] = [];
+      }
+      result[groupKey].push(item);
+      return result;
+    },
+    {}
+  );
+}
+
+// src/hooks/useAccountTypes.ts
+function useAccountTypes(userId) {
+  const { data } = useAccounts({ userId });
+  return useMemo(() => {
+    if (!data?.accounts || data.accounts.length === 0) {
+      return [];
+    }
+    const mappedByType = groupBy(data.accounts, "display_account_type");
+    return GROUPED_ACCOUNT_TYPES.map((grouped) => ({
+      name: grouped.name,
+      accounts: grouped.types.flatMap((type) => mappedByType[type] || [])
+    })).filter((group) => group.accounts.length > 0).map((accountType) => ({
+      ...accountType,
+      sum: accountType.accounts.reduce((sum, account) => sum + (parseFloat(account.balance) || 0), 0)
+    }));
+  }, [data]);
+}
+function useAccountFilters(userId) {
+  const { data } = useAccounts({ userId });
+  return useMemo(() => {
+    if (!data?.accounts || data.accounts.length === 0) {
+      return { opened: [], closed: [] };
+    }
+    return {
+      opened: data.accounts.filter(
+        (account) => account.state === "active" && account.include_in_dashboard
+      ),
+      closed: data.accounts.filter(
+        (account) => account.state === "closed" || account.state === "archived" || !account.include_in_dashboard
+      )
+    };
+  }, [data]);
+}
+function useAccountSummary(userId) {
+  const { data } = useAccounts({ userId });
+  const { opened, closed } = useAccountFilters(userId);
+  return useMemo(() => {
+    if (!data?.accounts) {
+      return null;
+    }
+    return {
+      totalAccounts: data.accounts.length,
+      openedCount: opened.length,
+      closedCount: closed.length,
+      totalBalance: data.accounts.reduce((sum, account) => sum + (parseFloat(account.balance) || 0), 0),
+      hasAccounts: data.accounts.length > 0
+    };
+  }, [data, opened, closed]);
+}
+function useNetWorthSummary(userId) {
+  const { data, isLoading } = useNetWorth({ userId });
+  return useMemo(() => {
+    if (!data || isLoading) {
+      return null;
+    }
+    const netWorth = parseFloat(data.meta.net_worth);
+    const netWorthChange = parseFloat(data.meta.net_worth_change);
+    const totalAssets = parseFloat(data.meta.total_assets);
+    const totalDebts = parseFloat(data.meta.total_debts);
+    const manualAssets = data.assets.filter((a) => a.additional_networth_account);
+    const aggregatedAssets = data.assets.filter((a) => !a.additional_networth_account);
+    const manualDebts = data.debts.filter((d) => d.additional_networth_account);
+    const aggregatedDebts = data.debts.filter((d) => !d.additional_networth_account);
+    return {
+      netWorth,
+      netWorthChange,
+      totalAssets,
+      totalDebts,
+      assetCount: data.assets.length,
+      debtCount: data.debts.length,
+      manualAssetCount: manualAssets.length,
+      manualDebtCount: manualDebts.length,
+      aggregatedAssetCount: aggregatedAssets.length,
+      aggregatedDebtCount: aggregatedDebts.length,
+      hasAssets: data.assets.length > 0,
+      hasDebts: data.debts.length > 0,
+      hasManualAccounts: manualAssets.length > 0 || manualDebts.length > 0,
+      isPositiveNetWorth: netWorth >= 0,
+      isIncreasing: netWorthChange > 0
+    };
+  }, [data, isLoading]);
+}
+function useNetWorthHistory(userId) {
+  const { data, isLoading } = useNetWorth({ userId });
+  return useMemo(() => {
+    if (!data || isLoading || !data.networth_histories) {
+      return null;
+    }
+    return data.networth_histories.map((history) => {
+      const totalAsNumber = parseFloat(history.total);
+      const totalAssetAsNumber = parseFloat(history.total_asset);
+      const totalDebtAsNumber = parseFloat(history.total_debt);
+      const sinceLastMonthAsNumber = parseFloat(history.since_last_month);
+      const year = parseInt(history.year, 10);
+      const month = parseInt(history.month, 10) - 1;
+      const date = new Date(year, month, 1);
+      const formattedDate = date.toLocaleDateString("en-US", {
+        month: "short",
+        year: "numeric"
+      });
+      return {
+        ...history,
+        totalAsNumber,
+        totalAssetAsNumber,
+        totalDebtAsNumber,
+        sinceLastMonthAsNumber,
+        date,
+        formattedDate,
+        isPositive: totalAsNumber >= 0,
+        isGrowing: sinceLastMonthAsNumber > 0
+      };
+    }).sort((a, b) => a.date.getTime() - b.date.getTime());
+  }, [data, isLoading]);
+}
+
+export { ACCOUNT_TYPE_NAMES, GROUPED_ACCOUNT_TYPES, USER_ERROR_CODES, groupBy, useAccountFilters, useAccountSummary, useAccountTypes, useNetWorthHistory, useNetWorthSummary };
+//# sourceMappingURL=index.js.map
+//# sourceMappingURL=index.js.map

package/dist/index.js.map

@@ -0,0 +1 @@
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* Account type display names\n * Maps account_type to human-readable names\n */\nexport const ACCOUNT_TYPE_NAMES = {\n  checking: 'Checking',\n  savings: 'Savings',\n  cards: 'Card',\n  student_loans: 'Student Loan',\n  bill: 'Bill',\n  autos: 'Auto',\n  home: 'Mortgage',\n  investment: 'Investment',\n  loan: 'Loan',\n  asset: 'Asset',\n  cd: 'Certificate',\n} as const;\n\n/**\n * Grouped account types for categorization\n * Used by useAccountTypes to organize accounts into logical groups\n */\nexport const GROUPED_ACCOUNT_TYPES = [\n  {\n    name: 'Cash',\n    types: ['checking', 'savings', 'money_market'],\n  },\n  {\n    name: 'Credit Cards',\n    types: ['cards'],\n  },\n  {\n    name: 'Debts',\n    types: ['autos', 'home', 'loan', 'student_loans', 'creditline'],\n  },\n  {\n    name: 'Investments',\n    types: ['investment'],\n  },\n  {\n    name: 'Assets',\n    types: ['asset', 'cd'],\n  },\n  {\n    name: 'Bills',\n    types: ['bill'],\n  },\n] as const;\n\n/**\n * User error codes that indicate credentials need updating\n */\nexport const USER_ERROR_CODES = [\n  '201',\n  '203',\n  '204',\n  '209',\n  '300',\n  '301',\n  '302',\n  '303',\n  '304',\n  '305',\n  '306',\n  '307',\n  '701',\n  '103',\n  '108',\n  '109',\n  '185',\n  '187',\n  '913',\n  '914',\n  '931',\n  '936',\n] as const;\n","/**\n * Group array items by a key\n * @param array - Array to group\n * @param key - Property key to group by\n * @returns Object with keys as group names and values as arrays of items\n */\nexport function groupBy<T>(array: T[], key: keyof T): Record<string, T[]> {\n  return array.reduce(\n    (result, item) => {\n      const groupKey = String(item[key]);\n      if (!result[groupKey]) {\n        result[groupKey] = [];\n      }\n      result[groupKey].push(item);\n      return result;\n    },\n    {} as Record<string, T[]>\n  );\n}\n","import { useMemo } from 'react';\nimport { useAccounts } from '@pfm-platform/accounts-data-access';\nimport { GROUPED_ACCOUNT_TYPES } from '../constants';\nimport { groupBy } from '../utils/groupBy';\n\nexport interface AccountGroup {\n  name: string;\n  accounts: any[]; // Using any for now, will use Account type when available\n  sum: number;\n}\n\n/**\n * Group accounts by display type and calculate totals\n *\n * Replaces: accountsStore.accountTypes computed property\n *\n * Business logic:\n * - Groups accounts by display_account_type\n * - Organizes into logical categories (Cash, Credit Cards, Debts, etc.)\n * - Calculates sum of balances for each group\n * - Filters out empty groups\n *\n * @param userId - User ID to fetch accounts for\n * @returns Array of account groups with names, accounts, and sums\n */\nexport function useAccountTypes(userId: string): AccountGroup[] {\n  const { data } = useAccounts({ userId });\n\n  return useMemo(() => {\n    if (!data?.accounts || data.accounts.length === 0) {\n      return [];\n    }\n\n    // Group accounts by display_account_type\n    const mappedByType = groupBy(data.accounts, 'display_account_type');\n\n    // Organize into predefined groups and calculate sums\n    return GROUPED_ACCOUNT_TYPES.map((grouped) => ({\n      name: grouped.name,\n      accounts: grouped.types.flatMap((type) => mappedByType[type] || []),\n    }))\n      .filter((group) => group.accounts.length > 0)\n      .map((accountType) => ({\n        ...accountType,\n        sum: accountType.accounts.reduce((sum, account) => sum + (parseFloat(account.balance) || 0), 0),\n      }));\n  }, [data]);\n}\n","import { useMemo } from 'react';\nimport { useAccounts } from '@pfm-platform/accounts-data-access';\n\nexport interface AccountFilters {\n  opened: any[]; // Using any for now, will use Account type when available\n  closed: any[];\n}\n\n/**\n * Filter accounts into opened/closed categories\n *\n * Replaces: openedAccounts/closedAccounts computed properties\n *\n * Business logic:\n * - Opened: state === 'active' AND include_in_dashboard === true\n * - Closed: state === 'closed' OR state === 'archived' OR include_in_dashboard === false\n *\n * @param userId - User ID to fetch accounts for\n * @returns Object with opened and closed account arrays\n */\nexport function useAccountFilters(userId: string): AccountFilters {\n  const { data } = useAccounts({ userId });\n\n  return useMemo(() => {\n    if (!data?.accounts || data.accounts.length === 0) {\n      return { opened: [], closed: [] };\n    }\n\n    return {\n      opened: data.accounts.filter(\n        (account) => account.state === 'active' && account.include_in_dashboard\n      ),\n      closed: data.accounts.filter(\n        (account) =>\n          account.state === 'closed' ||\n          account.state === 'archived' ||\n          !account.include_in_dashboard\n      ),\n    };\n  }, [data]);\n}\n","import { useMemo } from 'react';\nimport { useAccounts } from '@pfm-platform/accounts-data-access';\nimport { useAccountFilters } from './useAccountFilters';\n\nexport interface AccountSummary {\n  totalAccounts: number;\n  openedCount: number;\n  closedCount: number;\n  totalBalance: number;\n  hasAccounts: boolean;\n}\n\n/**\n * Calculate account summary statistics\n *\n * Replaces: hasAccounts computed property + additional summary logic\n *\n * Business logic:\n * - Counts total, opened, and closed accounts\n * - Calculates total balance across all accounts\n * - Provides hasAccounts boolean for conditional rendering\n *\n * @param userId - User ID to fetch accounts for\n * @returns Object with account counts, balance, and hasAccounts flag\n */\nexport function useAccountSummary(userId: string): AccountSummary | null {\n  const { data } = useAccounts({ userId });\n  const { opened, closed } = useAccountFilters(userId);\n\n  return useMemo(() => {\n    if (!data?.accounts) {\n      return null;\n    }\n\n    return {\n      totalAccounts: data.accounts.length,\n      openedCount: opened.length,\n      closedCount: closed.length,\n      totalBalance: data.accounts.reduce((sum, account) => sum + (parseFloat(account.balance) || 0), 0),\n      hasAccounts: data.accounts.length > 0,\n    };\n  }, [data, opened, closed]);\n}\n","import { useMemo } from 'react';\nimport { useNetWorth } from '@pfm-platform/accounts-data-access';\n\nexport interface NetWorthSummary {\n  netWorth: number;\n  netWorthChange: number;\n  totalAssets: number;\n  totalDebts: number;\n  assetCount: number;\n  debtCount: number;\n  manualAssetCount: number;\n  manualDebtCount: number;\n  aggregatedAssetCount: number;\n  aggregatedDebtCount: number;\n  hasAssets: boolean;\n  hasDebts: boolean;\n  hasManualAccounts: boolean;\n  isPositiveNetWorth: boolean;\n  isIncreasing: boolean;\n}\n\n/**\n * Calculate net worth summary statistics\n *\n * Business logic:\n * - Parses string amounts to numbers for calculations\n * - Separates manual vs aggregated accounts\n * - Provides counts and totals for assets/debts\n * - Calculates trend indicators (positive, increasing)\n *\n * @param userId - User ID to fetch net worth for\n * @returns Object with net worth metrics and boolean flags\n *\n * @example\n * ```tsx\n * function NetWorthDashboard() {\n *   const summary = useNetWorthSummary('user123');\n *\n *   if (!summary) return <div>Loading...</div>;\n *\n *   return (\n *     <div>\n *       <h2>Net Worth: ${summary.netWorth.toLocaleString()}</h2>\n *       <p className={summary.isIncreasing ? 'positive' : 'negative'}>\n *         Change: ${summary.netWorthChange.toLocaleString()}\n *       </p>\n *       <p>Assets: {summary.assetCount} (Manual: {summary.manualAssetCount})</p>\n *       <p>Debts: {summary.debtCount} (Manual: {summary.manualDebtCount})</p>\n *     </div>\n *   );\n * }\n * ```\n */\nexport function useNetWorthSummary(userId: string): NetWorthSummary | null {\n  const { data, isLoading } = useNetWorth({ userId });\n\n  return useMemo(() => {\n    if (!data || isLoading) {\n      return null;\n    }\n\n    // Parse string amounts to numbers\n    const netWorth = parseFloat(data.meta.net_worth);\n    const netWorthChange = parseFloat(data.meta.net_worth_change);\n    const totalAssets = parseFloat(data.meta.total_assets);\n    const totalDebts = parseFloat(data.meta.total_debts);\n\n    // Count manual vs aggregated accounts\n    const manualAssets = data.assets.filter(a => a.additional_networth_account);\n    const aggregatedAssets = data.assets.filter(a => !a.additional_networth_account);\n    const manualDebts = data.debts.filter(d => d.additional_networth_account);\n    const aggregatedDebts = data.debts.filter(d => !d.additional_networth_account);\n\n    return {\n      netWorth,\n      netWorthChange,\n      totalAssets,\n      totalDebts,\n      assetCount: data.assets.length,\n      debtCount: data.debts.length,\n      manualAssetCount: manualAssets.length,\n      manualDebtCount: manualDebts.length,\n      aggregatedAssetCount: aggregatedAssets.length,\n      aggregatedDebtCount: aggregatedDebts.length,\n      hasAssets: data.assets.length > 0,\n      hasDebts: data.debts.length > 0,\n      hasManualAccounts: manualAssets.length > 0 || manualDebts.length > 0,\n      isPositiveNetWorth: netWorth >= 0,\n      isIncreasing: netWorthChange > 0,\n    };\n  }, [data, isLoading]);\n}\n","import { useMemo } from 'react';\nimport { useNetWorth } from '@pfm-platform/accounts-data-access';\nimport type { NetWorthHistory } from '@pfm-platform/shared';\n\nexport interface NetWorthHistoryPoint extends NetWorthHistory {\n  totalAsNumber: number;\n  totalAssetAsNumber: number;\n  totalDebtAsNumber: number;\n  sinceLastMonthAsNumber: number;\n  date: Date;\n  formattedDate: string;\n  isPositive: boolean;\n  isGrowing: boolean;\n}\n\n/**\n * Process net worth history for charting and analysis\n *\n * Business logic:\n * - Converts string amounts to numbers for calculations\n * - Parses month/year into Date objects for charting\n * - Formats dates for display\n * - Adds boolean flags for trend indicators\n *\n * @param userId - User ID to fetch net worth history for\n * @returns Array of processed history points sorted by date (oldest first)\n *\n * @example\n * ```tsx\n * function NetWorthChart() {\n *   const history = useNetWorthHistory('user123');\n *\n *   if (!history) return <div>Loading...</div>;\n *\n *   return (\n *     <LineChart data={history.map(point => ({\n *       date: point.formattedDate,\n *       value: point.totalAsNumber\n *     }))} />\n *   );\n * }\n * ```\n *\n * @example Find Recent Growth\n * ```tsx\n * const history = useNetWorthHistory('user123');\n * const recentGrowth = history?.filter(p => p.isGrowing).slice(-3);\n * ```\n */\nexport function useNetWorthHistory(userId: string): NetWorthHistoryPoint[] | null {\n  const { data, isLoading } = useNetWorth({ userId });\n\n  return useMemo(() => {\n    if (!data || isLoading || !data.networth_histories) {\n      return null;\n    }\n\n    return data.networth_histories\n      .map((history) => {\n        const totalAsNumber = parseFloat(history.total);\n        const totalAssetAsNumber = parseFloat(history.total_asset);\n        const totalDebtAsNumber = parseFloat(history.total_debt);\n        const sinceLastMonthAsNumber = parseFloat(history.since_last_month);\n\n        // Parse month/year into Date (use first day of month)\n        const year = parseInt(history.year, 10);\n        const month = parseInt(history.month, 10) - 1; // JS months are 0-indexed\n        const date = new Date(year, month, 1);\n\n        // Format for display (e.g., \"Apr 2019\")\n        const formattedDate = date.toLocaleDateString('en-US', {\n          month: 'short',\n          year: 'numeric',\n        });\n\n        return {\n          ...history,\n          totalAsNumber,\n          totalAssetAsNumber,\n          totalDebtAsNumber,\n          sinceLastMonthAsNumber,\n          date,\n          formattedDate,\n          isPositive: totalAsNumber >= 0,\n          isGrowing: sinceLastMonthAsNumber > 0,\n        };\n      })\n      .sort((a, b) => a.date.getTime() - b.date.getTime()); // Sort oldest to newest\n  }, [data, isLoading]);\n}\n"]}

package/package.json

@@ -0,0 +1,60 @@
+{
+  "name": "@pfm-platform/accounts-feature",
+  "version": "0.1.1",
+  "type": "module",
+  "main": "./dist/index.js",
+  "dependencies": {
+    "react": "19.2.0",
+    "@pfm-platform/accounts-data-access": "0.1.1",
+    "@pfm-platform/shared": "0.0.1"
+  },
+  "devDependencies": {
+    "@tanstack/react-query": "5.90.9",
+    "@testing-library/react": "^16.3.0",
+    "@types/react": "^19.2.5",
+    "@vitejs/plugin-react": "^5.1.1",
+    "@vitest/coverage-v8": "^4.0.9",
+    "jsdom": "^27.2.0",
+    "react-dom": "19.2.0",
+    "typescript": "5.9.3",
+    "vitest": "4.0.9"
+  },
+  "module": "./dist/index.js",
+  "types": "./dist/index.d.ts",
+  "exports": {
+    ".": {
+      "types": "./dist/index.d.ts",
+      "import": "./dist/index.js",
+      "require": "./dist/index.cjs"
+    }
+  },
+  "files": [
+    "dist",
+    "README.md"
+  ],
+  "description": "Personal Finance Management - ACCOUNTS feature layer",
+  "keywords": [
+    "pfm",
+    "finance",
+    "accounts",
+    "feature",
+    "react",
+    "typescript"
+  ],
+  "author": "Lenny Miller",
+  "license": "MIT",
+  "repository": {
+    "type": "git",
+    "url": "https://github.com/lennylmiller/pfm-research",
+    "directory": "packages/accounts/feature"
+  },
+  "bugs": "https://github.com/lennylmiller/pfm-research/issues",
+  "homepage": "https://github.com/lennylmiller/pfm-research#readme",
+  "scripts": {
+    "test": "vitest run",
+    "test:watch": "vitest",
+    "test:ui": "vitest --ui",
+    "test:coverage": "vitest run --coverage",
+    "build": "tsup src/index.ts --format cjs,esm --dts --clean"
+  }
+}