portfolio-tlh-report-header

Example

<cr-component id="component" name="portfolio-tlh-report-header"></cr-component>
<script>
  const component = document.querySelector("#component");
  const data = {
    current: {
      capitalNet: 2000.01,
      taxes: 650.01,
      quality: "medium",
    },
    proposed: {
      capitalNet: 3500,
      taxes: 300.5,
      quality: "high",
    },
    pendingDays: 47,
  };
  component.init({
    summary: data,
  });
</script>

Schema

{
 "type": "object",
 "properties": {
  "summary": {
   "type": "object",
   "additionalProperties": false,
   "description": "Tax loss Harvesting report data, containing info from clients portfolio and proposed portfolio",
   "required": [
    "current",
    "proposed",
    "pendingDays"
   ],
   "properties": {
    "current": {
     "type": "object",
     "properties": {
      "capitalNet": {
       "type": "number"
      },
      "taxes": {
       "type": "number"
      },
      "quality": {
       "enum": [
        "high",
        "medium",
        "low"
       ]
      }
     }
    },
    "proposed": {
     "type": "object",
     "properties": {
      "capitalNet": {
       "type": "number"
      },
      "taxes": {
       "type": "number"
      },
      "quality": {
       "enum": [
        "high",
        "medium",
        "low"
       ]
      }
     }
    },
    "pendingDays": {
     "type": "number"
    }
   }
  }
 },
 "additionalProperties": true,
 "required": [
  "summary"
 ]
}

Complete Schema

{}

CSS Variables

--space-sections: var(--space-6);

Locales

{
 "overview": {
  "title": "Overview",
  "statistics": {
   "quality": "Quality",
   "pendingDays": "Remaining days",
   "capitalNets": "Accumulated capital net",
   "taxes": "Taxes to be paid"
  },
  "tooltips": {
   "quality": "Quality of the analyzed portfolio. This calculation is based on the ability of the algorithm to reduce the amount of taxes to be paid. The greater the possibility of reducing taxes, the lower quality the analyzed portfolio will have",
   "pendingDays": "Remaining days until the close of the fiscal year",
   "capitalNets": "Accumulated capital net (accumulation of capital gains and losses of the current year) for the portfolio",
   "taxes": "Taxes to be paid for the portfolio"
  }
 },
 "optimization": {
  "title": "Tax optimization",
  "statistics": {
   "taxes": "Savings"
  },
  "tooltips": {
   "taxes": "Difference between the optimized and the analyzed portfolio in taxes to be paid"
  }
 }
}