@cranberry-money/shared-utils/dist/dashboard.js

Shared utility functions for Blueberry platform

import { DEFAULT_CURRENCY, DESIGN_TOKENS } from '@cranberry-money/shared-constants';
import { formatCurrencyWithCode } from './currency';
import { calculateHoldingAllocations } from './holdings';
export const processAllocationData = (allocations, holdings) => {
    const actualAllocations = calculateHoldingAllocations(holdings);
    const instrumentMap = new Map();
    allocations.forEach(allocation => {
        instrumentMap.set(allocation.instrument, {
            symbol: allocation.instrumentSymbol,
            name: allocation.instrumentName,
            targetPercentage: parseFloat(allocation.percentage),
        });
    });
    holdings.forEach(holding => {
        const existing = instrumentMap.get(holding.instrument.uuid);
        const currentPrice = parseFloat(holding.instrument.currentPrice || '0');
        const value = holding.quantity * currentPrice;
        instrumentMap.set(holding.instrument.uuid, {
            symbol: holding.instrumentSymbol,
            name: holding.instrumentName,
            targetPercentage: existing?.targetPercentage,
            actualPercentage: actualAllocations[holding.instrument.uuid] || 0,
            quantity: holding.quantity,
            currentPrice,
            value,
        });
    });
    const items = [];
    let colorIndex = 0;
    instrumentMap.forEach((data, instrumentUuid) => {
        items.push({
            instrumentUuid,
            symbol: data.symbol,
            name: data.name,
            targetPercentage: data.targetPercentage,
            actualPercentage: data.actualPercentage,
            quantity: data.quantity,
            currentPrice: data.currentPrice,
            value: data.value,
            color: DESIGN_TOKENS.colors.chart[colorIndex++ % DESIGN_TOKENS.colors.chart.length],
            hasTarget: data.targetPercentage !== undefined,
            hasActual: data.actualPercentage !== undefined && data.actualPercentage > 0,
        });
    });
    return items.sort((a, b) => {
        const aTarget = a.targetPercentage || 0;
        const bTarget = b.targetPercentage || 0;
        if (aTarget !== bTarget)
            return bTarget - aTarget;
        const aActual = a.actualPercentage || 0;
        const bActual = b.actualPercentage || 0;
        return bActual - aActual;
    });
};
export const calculateTotals = (items) => {
    const totalTarget = items.reduce((sum, item) => sum + (item.targetPercentage || 0), 0);
    const totalActual = items.reduce((sum, item) => sum + (item.actualPercentage || 0), 0);
    const totalValue = items.reduce((sum, item) => sum + (item.value || 0), 0);
    const totalQuantity = items.reduce((sum, item) => sum + (item.quantity || 0), 0);
    return { totalTarget, totalActual, totalValue, totalQuantity };
};
export const formatPercentage = (value) => {
    if (value === undefined)
        return '0.0%';
    return `${value.toFixed(1)}%`;
};
export const formatDashboardCurrency = (value, currency = DEFAULT_CURRENCY) => {
    if (value === undefined || value === null)
        return '—';
    return formatCurrencyWithCode(value, currency, 'en-AU', 2, 2);
};
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