@burdenoff/microfe-brainyrich 2026.1025.2 → 2026.1028.2

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Files changed (17) hide show
  1. package/dist/brainyrich/components/AggregationPanel.d.ts.map +1 -1
  2. package/dist/brainyrich/components/AggregationPanel.js +130 -88
  3. package/dist/brainyrich/components/AggregationPanel.js.map +1 -1
  4. package/dist/brainyrich/hooks/useAggregation.d.ts +8 -0
  5. package/dist/brainyrich/hooks/useAggregation.d.ts.map +1 -1
  6. package/dist/brainyrich/hooks/useAggregation.js +32 -10
  7. package/dist/brainyrich/hooks/useAggregation.js.map +1 -1
  8. package/dist/brainyrich/hooks/useBrainyRichApi.d.ts +10 -1
  9. package/dist/brainyrich/hooks/useBrainyRichApi.d.ts.map +1 -1
  10. package/dist/brainyrich/hooks/useBrainyRichApi.js +66 -50
  11. package/dist/brainyrich/hooks/useBrainyRichApi.js.map +1 -1
  12. package/dist/brainyrich/pages/FirmPage.d.ts.map +1 -1
  13. package/dist/brainyrich/pages/FirmPage.js +143 -128
  14. package/dist/brainyrich/pages/FirmPage.js.map +1 -1
  15. package/dist/brainyrich/types/bra.d.ts +10 -0
  16. package/dist/brainyrich/types/bra.d.ts.map +1 -1
  17. package/package.json +1 -1
package/dist/brainyrich/pages/FirmPage.js CHANGED
@@ -1,287 +1,302 @@
1
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  import { tWithFallback as e } from "../utils/i18n.js";
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- import { useAdvisors as t, useEnsureAdvisorProfile as n, useFirmReport as r, useMyAdvisorProfile as i, useSetAdvisorRole as a } from "../hooks/useBrainyRichApi.js";
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- import { FadeIn as o, StatTile as s } from "../components/viz.js";
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- import { AllocationBars as c, EmptyState as l, ErrorState as u, LoadingState as d, SectionShell as f, formatDate as p, formatMoney as m, formatPct as h } from "./_shared.js";
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- import { useState as g } from "react";
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- import { Building2 as _, PlusCircle as v, ShieldCheck as y, UserPlus as b, Users as x } from "lucide-react";
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- import { useI18n as S } from "@burdenoff/fe-libs/shared/providers/shell/I18nProvider";
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- import { jsx as C, jsxs as w } from "react/jsx-runtime";
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- import { Badge as T, Button as E, Card as D, CardContent as O, CardDescription as k, CardHeader as A, CardTitle as j, Input as M, Label as N, Select as P, SelectContent as F, SelectItem as I, SelectTrigger as L, SelectValue as R, Table as z, TableBody as B, TableCell as V, TableHead as H, TableHeader as U, TableRow as W } from "@burdenoff/fe-libs/ui";
2
+ import { useAdvisors as t, useEnsureAdvisorProfile as n, useFirmReport as r, useMyAdvisorProfile as i, useSetAdvisorRole as a, useSetAdvisorStatus as o } from "../hooks/useBrainyRichApi.js";
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+ import { FadeIn as s, StatTile as c } from "../components/viz.js";
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+ import { AllocationBars as l, EmptyState as u, ErrorState as d, LoadingState as f, SectionShell as p, formatDate as m, formatMoney as h, formatPct as g } from "./_shared.js";
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+ import { useState as _ } from "react";
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+ import { Building2 as v, PlusCircle as y, ShieldCheck as b, UserPlus as x, Users as S } from "lucide-react";
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+ import { useI18n as C } from "@burdenoff/fe-libs/shared/providers/shell/I18nProvider";
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+ import { jsx as w, jsxs as T } from "react/jsx-runtime";
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+ import { Badge as E, Button as D, Card as O, CardContent as k, CardDescription as A, CardHeader as j, CardTitle as M, Input as N, Label as P, Select as F, SelectContent as I, SelectItem as L, SelectTrigger as R, SelectValue as z, Table as B, TableBody as V, TableCell as H, TableHead as U, TableHeader as W, TableRow as G } from "@burdenoff/fe-libs/ui";
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  //#region src/brainyrich/pages/FirmPage.tsx
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- var G = 8;
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- function K(e, t, n) {
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- return t <= 0 ? [] : e.slice(0, G).map((e) => {
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+ var K = 8;
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+ function q(e, t, n) {
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+ return t <= 0 ? [] : e.slice(0, K).map((e) => {
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  let r = e.aum / t * 100;
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  return {
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  label: e.displayName ?? e.email ?? e.advisorId,
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  value: r,
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  tone: "accent",
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- caption: `${m(e.aum, n)} · ${h(r)}`
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+ caption: `${h(e.aum, n)} · ${g(r)}`
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  };
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  });
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  }
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- function q() {
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- let { t } = S(), r = (n, r, i) => e(t, n, r, i), a = i(), s = n(), c = a.data, u = c?.role === "FIRM_ADMIN", [p, m] = g(""), [h, v] = g("");
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- return a.isLoading ? /* @__PURE__ */ C(f, {
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+ function J() {
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+ let { t } = C(), r = (n, r, i) => e(t, n, r, i), a = i(), o = n(), c = a.data, l = c?.role === "FIRM_ADMIN", [d, m] = _(""), [h, g] = _("");
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+ return a.isLoading ? /* @__PURE__ */ w(p, {
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  title: r("brainyrich.firm.title", "Firm"),
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  description: r("brainyrich.firm.description", "Firm roster and firm-wide AUM reporting."),
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- children: /* @__PURE__ */ C(d, {})
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- }) : c ? /* @__PURE__ */ w(f, {
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+ children: /* @__PURE__ */ w(f, {})
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+ }) : c ? /* @__PURE__ */ T(p, {
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  title: r("brainyrich.firm.title", "Firm"),
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  description: r("brainyrich.firm.description", "Firm roster and firm-wide AUM reporting."),
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- children: [/* @__PURE__ */ C(o, { children: /* @__PURE__ */ C(D, { children: /* @__PURE__ */ C(O, {
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+ children: [/* @__PURE__ */ w(s, { children: /* @__PURE__ */ w(O, { children: /* @__PURE__ */ w(k, {
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  className: "flex flex-wrap items-center justify-between gap-3 py-4",
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- children: /* @__PURE__ */ w("div", {
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+ children: /* @__PURE__ */ T("div", {
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  className: "flex items-center gap-2",
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  children: [
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- /* @__PURE__ */ C(y, {
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+ /* @__PURE__ */ w(b, {
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  className: "size-4 text-status-success-text",
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  "aria-hidden": "true"
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  }),
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- /* @__PURE__ */ C("span", {
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+ /* @__PURE__ */ w("span", {
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  className: "text-sm text-text-secondary",
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  children: r("brainyrich.firm.you", "You are on the firm roster as")
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  }),
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- /* @__PURE__ */ C(T, {
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- variant: u ? "default" : "secondary",
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+ /* @__PURE__ */ w(E, {
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+ variant: l ? "default" : "secondary",
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  children: c.role
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  ]
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  })
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- }) }) }), u ? /* @__PURE__ */ C(J, { translate: r }) : /* @__PURE__ */ C(o, { children: /* @__PURE__ */ C(l, {
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+ icon: /* @__PURE__ */ w(S, {
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  className: "size-8",
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  "aria-hidden": "true"
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  }),
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  title: r("brainyrich.firm.notAdmin", "Firm-wide roster and AUM reporting are visible to firm admins only.")
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  }) })]
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- }) : /* @__PURE__ */ C(f, {
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+ }) : /* @__PURE__ */ w(p, {
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  title: r("brainyrich.firm.title", "Firm"),
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  description: r("brainyrich.firm.description", "Firm roster and firm-wide AUM reporting."),
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- children: /* @__PURE__ */ C(o, { children: /* @__PURE__ */ w(D, { children: [/* @__PURE__ */ w(A, { children: [/* @__PURE__ */ w(j, {
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+ children: /* @__PURE__ */ w(s, { children: /* @__PURE__ */ T(O, { children: [/* @__PURE__ */ T(j, { children: [/* @__PURE__ */ T(M, {
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  className: "flex items-center gap-2",
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- children: [/* @__PURE__ */ C(_, {
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+ children: [/* @__PURE__ */ w(v, {
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  className: "size-4",
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  "aria-hidden": "true"
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  }), r("brainyrich.firm.join.title", "Join the firm roster")]
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- }), /* @__PURE__ */ C(k, { children: r("brainyrich.firm.join.description", "You're not on this workspace's BrainyRich firm roster yet. The first advisor to register becomes the firm admin automatically; anyone after that is invited by an existing admin.") })] }), /* @__PURE__ */ w(O, {
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+ }), /* @__PURE__ */ w(A, { children: r("brainyrich.firm.join.description", "You're not on this workspace's BrainyRich firm roster yet. The first advisor to register becomes the firm admin automatically; anyone after that is invited by an existing admin.") })] }), /* @__PURE__ */ T(k, {
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  className: "space-y-4",
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- children: [/* @__PURE__ */ w("div", {
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+ children: [/* @__PURE__ */ T("div", {
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  className: "grid gap-4 sm:grid-cols-2",
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- children: [/* @__PURE__ */ w("div", {
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+ children: [/* @__PURE__ */ T("div", {
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  className: "space-y-1.5",
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- children: [/* @__PURE__ */ C(N, {
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+ children: [/* @__PURE__ */ w(P, {
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  htmlFor: "firm-display-name",
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  children: r("brainyrich.firm.fields.displayName", "Display name")
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- }), /* @__PURE__ */ C(M, {
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+ }), /* @__PURE__ */ w(N, {
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  id: "firm-display-name",
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+ value: d,
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  onChange: (e) => m(e.target.value)
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  })]
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- }), /* @__PURE__ */ w("div", {
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+ }), /* @__PURE__ */ T("div", {
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  className: "space-y-1.5",
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- children: [/* @__PURE__ */ C(N, {
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+ children: [/* @__PURE__ */ w(P, {
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  htmlFor: "firm-email",
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  children: r("brainyrich.firm.fields.email", "Email")
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- }), /* @__PURE__ */ C(M, {
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+ }), /* @__PURE__ */ w(N, {
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  id: "firm-email",
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  type: "email",
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  value: h,
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- onChange: (e) => v(e.target.value)
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+ onChange: (e) => g(e.target.value)
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  })]
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  })]
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- }), /* @__PURE__ */ w(E, {
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- disabled: s.isPending,
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- onClick: () => s.mutate({
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- displayName: p || void 0,
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+ }), /* @__PURE__ */ T(D, {
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+ disabled: o.isPending,
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+ onClick: () => o.mutate({
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+ displayName: d || void 0,
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  email: h || void 0
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  }),
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- children: [/* @__PURE__ */ C(b, {
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+ children: [/* @__PURE__ */ w(x, {
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  className: "size-4",
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  "aria-hidden": "true"
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- }), s.isPending ? "Registering…" : "Register on firm roster"]
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+ }), o.isPending ? "Registering…" : "Register on firm roster"]
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  })]
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  })] }) })
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  });
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  }
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- function J({ translate: e }) {
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- let i = r(), f = t(), h = a(), [y, b] = g(""), [S, q] = g("ADVISOR"), J = n(), Y = i.data;
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- return /* @__PURE__ */ w("div", {
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+ function Y({ translate: e }) {
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+ let i = r(), p = t(), g = a(), b = o(), [x, C] = _(""), [J, Y] = _("ADVISOR"), X = n(), Z = i.data;
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+ return /* @__PURE__ */ T("div", {
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  className: "space-y-6",
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  children: [
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- /* @__PURE__ */ C(o, { children: /* @__PURE__ */ w("div", {
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+ /* @__PURE__ */ w(s, { children: /* @__PURE__ */ T("div", {
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  children: [
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- /* @__PURE__ */ C(s, {
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+ /* @__PURE__ */ w(c, {
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  label: e("brainyrich.firm.kpis.totalAum", "Firm AUM"),
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- value: Y ? m(Y.totalAum, Y.currency) : "—",
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+ value: Z ? h(Z.totalAum, Z.currency) : "—",
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  glow: !0
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  }),
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- /* @__PURE__ */ C(s, {
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+ /* @__PURE__ */ w(c, {
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  label: e("brainyrich.firm.kpis.advisors", "Advisors"),
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  }),
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- /* @__PURE__ */ C(s, {
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+ /* @__PURE__ */ w(c, {
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  label: e("brainyrich.firm.kpis.households", "Households"),
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- value: Y ? String(Y.totalHouseholds) : "—"
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+ value: Z ? String(Z.totalHouseholds) : "—"
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  }),
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- /* @__PURE__ */ C(s, {
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+ /* @__PURE__ */ w(c, {
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  label: e("brainyrich.firm.kpis.asOf", "As of"),
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- value: Y ? p(Y.asOf) : "—"
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+ value: Z ? m(Z.asOf) : "—"
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  }) }),
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  title: e("brainyrich.firm.byAdvisor.empty", "No advisor books yet")
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  value: "FIRM_ADMIN",
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  })
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- ] }, e.id)) })] })]
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+ ] }, t.id)) })] })]
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  })] })
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  ]
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  });
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  }
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  //#endregion
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- export { q as FirmPage };
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+ export { J as FirmPage };
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  //# sourceMappingURL=FirmPage.js.map
package/dist/brainyrich/pages/FirmPage.js.map CHANGED
@@ -1 +1 @@
1
- {"version":3,"file":"FirmPage.js","names":[],"sources":["../../../src/brainyrich/pages/FirmPage.tsx"],"sourcesContent":["/**\n * FirmPage — firm roster + firm-wide reporting (BOFF-4247).\n *\n * `braFirmReport` / `braListAdvisors` are FIRM_ADMIN-only server-side (see\n * firm.gql) — the domain data (BraAdvisor.role) is the only authorization\n * fact, there is no separate platform-RBAC role for it. This page therefore\n * always renders the calling actor's own roster status first, and only\n * attempts the firm-wide views when that status is FIRM_ADMIN (or when the\n * actor hasn't registered a roster row yet, in which case it offers\n * self-registration — the very first advisor in a workspace becomes\n * FIRM_ADMIN automatically).\n */\nimport { useState } from 'react';\nimport {\n Badge,\n Button,\n Card,\n CardContent,\n CardDescription,\n CardHeader,\n CardTitle,\n Input,\n Label,\n Select,\n SelectContent,\n SelectItem,\n SelectTrigger,\n SelectValue,\n Table,\n TableBody,\n TableCell,\n TableHead,\n TableHeader,\n TableRow,\n} from '@burdenoff/fe-libs/ui';\nimport { Building2, PlusCircle, ShieldCheck, UserPlus, Users } from 'lucide-react';\nimport { useI18n } from '@burdenoff/fe-libs/shared/providers/shell/I18nProvider';\nimport { tWithFallback } from '../utils/i18n';\nimport {\n useMyAdvisorProfile,\n useEnsureAdvisorProfile,\n useAdvisors,\n useSetAdvisorRole,\n useFirmReport,\n} from '../hooks/useBrainyRichApi';\nimport type { BraAdvisor, BraAdvisorRole } from '../types/bra';\nimport {\n AllocationBars,\n SectionShell,\n EmptyState,\n LoadingState,\n ErrorState,\n formatMoney,\n formatDate,\n formatPct,\n type AllocationDatum,\n} from './_shared';\nimport { StatTile, FadeIn } from '../components/viz';\n\n/** Largest books charted as a share of firm AUM; the table below lists them all. */\nconst MAX_CHARTED_ADVISORS = 8;\n\ninterface AdvisorBookRow {\n advisorId: string;\n aum: number;\n displayName?: string | null;\n email?: string | null;\n}\n\nfunction advisorShareBars(\n byAdvisor: readonly AdvisorBookRow[],\n totalAum: number,\n currency: string\n): AllocationDatum[] {\n if (totalAum <= 0) return [];\n return byAdvisor.slice(0, MAX_CHARTED_ADVISORS).map((row) => {\n const share = (row.aum / totalAum) * 100;\n return {\n label: row.displayName ?? row.email ?? row.advisorId,\n value: share,\n tone: 'accent' as const,\n caption: `${formatMoney(row.aum, currency)} · ${formatPct(share)}`,\n };\n });\n}\n\ntype Translate = (\n key: string,\n fallback: string,\n params?: Record<string, string | number>\n) => string;\n\nexport function FirmPage() {\n const { t } = useI18n();\n const translate: Translate = (key, fallback, params) => tWithFallback(t, key, fallback, params);\n\n const myProfileQuery = useMyAdvisorProfile();\n const ensureProfile = useEnsureAdvisorProfile();\n const myProfile = myProfileQuery.data;\n const isFirmAdmin = myProfile?.role === 'FIRM_ADMIN';\n\n const [displayName, setDisplayName] = useState('');\n const [email, setEmail] = useState('');\n\n if (myProfileQuery.isLoading) {\n return (\n <SectionShell\n title={translate('brainyrich.firm.title', 'Firm')}\n description={translate(\n 'brainyrich.firm.description',\n 'Firm roster and firm-wide AUM reporting.'\n )}\n >\n <LoadingState />\n </SectionShell>\n );\n }\n\n if (!myProfile) {\n return (\n <SectionShell\n title={translate('brainyrich.firm.title', 'Firm')}\n description={translate(\n 'brainyrich.firm.description',\n 'Firm roster and firm-wide AUM reporting.'\n )}\n >\n <FadeIn>\n <Card>\n <CardHeader>\n <CardTitle className=\"flex items-center gap-2\">\n <Building2 className=\"size-4\" aria-hidden=\"true\" />\n {translate('brainyrich.firm.join.title', 'Join the firm roster')}\n </CardTitle>\n <CardDescription>\n {translate(\n 'brainyrich.firm.join.description',\n \"You're not on this workspace's BrainyRich firm roster yet. The first advisor to register becomes the firm admin automatically; anyone after that is invited by an existing admin.\"\n )}\n </CardDescription>\n </CardHeader>\n <CardContent className=\"space-y-4\">\n <div className=\"grid gap-4 sm:grid-cols-2\">\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"firm-display-name\">\n {translate('brainyrich.firm.fields.displayName', 'Display name')}\n </Label>\n <Input\n id=\"firm-display-name\"\n value={displayName}\n onChange={(e) => setDisplayName(e.target.value)}\n />\n </div>\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"firm-email\">\n {translate('brainyrich.firm.fields.email', 'Email')}\n </Label>\n <Input\n id=\"firm-email\"\n type=\"email\"\n value={email}\n onChange={(e) => setEmail(e.target.value)}\n />\n </div>\n </div>\n <Button\n disabled={ensureProfile.isPending}\n onClick={() =>\n ensureProfile.mutate({\n displayName: displayName || undefined,\n email: email || undefined,\n })\n }\n >\n <UserPlus className=\"size-4\" aria-hidden=\"true\" />\n {ensureProfile.isPending ? 'Registering…' : 'Register on firm roster'}\n </Button>\n </CardContent>\n </Card>\n </FadeIn>\n </SectionShell>\n );\n }\n\n return (\n <SectionShell\n title={translate('brainyrich.firm.title', 'Firm')}\n description={translate(\n 'brainyrich.firm.description',\n 'Firm roster and firm-wide AUM reporting.'\n )}\n >\n <FadeIn>\n <Card>\n <CardContent className=\"flex flex-wrap items-center justify-between gap-3 py-4\">\n <div className=\"flex items-center gap-2\">\n <ShieldCheck className=\"size-4 text-status-success-text\" aria-hidden=\"true\" />\n <span className=\"text-sm text-text-secondary\">\n {translate('brainyrich.firm.you', 'You are on the firm roster as')}\n </span>\n <Badge variant={isFirmAdmin ? 'default' : 'secondary'}>{myProfile.role}</Badge>\n </div>\n </CardContent>\n </Card>\n </FadeIn>\n\n {isFirmAdmin ? (\n <FirmAdminView translate={translate} />\n ) : (\n <FadeIn>\n <EmptyState\n icon={<Users className=\"size-8\" aria-hidden=\"true\" />}\n title={translate(\n 'brainyrich.firm.notAdmin',\n 'Firm-wide roster and AUM reporting are visible to firm admins only.'\n )}\n />\n </FadeIn>\n )}\n </SectionShell>\n );\n}\n\nfunction FirmAdminView({ translate }: { translate: Translate }) {\n const firmReportQuery = useFirmReport();\n const advisorsQuery = useAdvisors();\n const setRole = useSetAdvisorRole();\n const [inviteUserId, setInviteUserId] = useState('');\n const [inviteRole, setInviteRole] = useState<BraAdvisorRole>('ADVISOR');\n const ensureProfile = useEnsureAdvisorProfile();\n\n const report = firmReportQuery.data;\n\n return (\n <div className=\"space-y-6\">\n <FadeIn>\n <div className=\"grid gap-4 md:grid-cols-2 xl:grid-cols-4\">\n <StatTile\n label={translate('brainyrich.firm.kpis.totalAum', 'Firm AUM')}\n value={report ? formatMoney(report.totalAum, report.currency) : '—'}\n glow\n />\n <StatTile\n label={translate('brainyrich.firm.kpis.advisors', 'Advisors')}\n value={report ? String(report.totalAdvisors) : '—'}\n />\n <StatTile\n label={translate('brainyrich.firm.kpis.households', 'Households')}\n value={report ? String(report.totalHouseholds) : '—'}\n />\n <StatTile\n label={translate('brainyrich.firm.kpis.asOf', 'As of')}\n value={report ? formatDate(report.asOf) : '—'}\n />\n </div>\n </FadeIn>\n\n <Card>\n <CardHeader>\n <CardTitle>{translate('brainyrich.firm.byAdvisor.title', 'AUM by advisor')}</CardTitle>\n <CardDescription>\n {translate(\n 'brainyrich.firm.byAdvisor.description',\n 'Sorted by AUM, largest book first — a real rollup of BraHousehold.aum per advisor.'\n )}\n </CardDescription>\n </CardHeader>\n <CardContent>\n {firmReportQuery.isLoading ? (\n <LoadingState />\n ) : firmReportQuery.isError ? (\n <ErrorState onRetry={() => firmReportQuery.refetch()} />\n ) : !report || report.byAdvisor.length === 0 ? (\n <EmptyState\n icon={<Building2 className=\"size-8\" aria-hidden=\"true\" />}\n title={translate('brainyrich.firm.byAdvisor.empty', 'No advisor books yet')}\n />\n ) : (\n <div className=\"space-y-6\">\n {advisorShareBars(report.byAdvisor, report.totalAum, report.currency).length > 0 ? (\n <div className=\"space-y-2\">\n <p className=\"text-xs font-medium uppercase tracking-wide text-text-secondary\">\n {translate('brainyrich.firm.byAdvisor.shareLabel', 'Share of firm AUM')}\n </p>\n <AllocationBars\n data={advisorShareBars(report.byAdvisor, report.totalAum, report.currency)}\n />\n {report.byAdvisor.length > MAX_CHARTED_ADVISORS ? (\n <p className=\"text-xs text-text-secondary\">\n Showing the {MAX_CHARTED_ADVISORS} largest books — every advisor is listed\n below.\n </p>\n ) : null}\n </div>\n ) : null}\n\n <Table>\n <TableHeader>\n <TableRow>\n <TableHead>Advisor</TableHead>\n <TableHead>Role</TableHead>\n <TableHead>Households</TableHead>\n <TableHead className=\"text-right\">AUM</TableHead>\n </TableRow>\n </TableHeader>\n <TableBody>\n {report.byAdvisor.map((row) => (\n <TableRow key={row.advisorId}>\n <TableCell className=\"font-medium\">\n {row.displayName ?? row.email ?? row.advisorId}\n </TableCell>\n <TableCell>\n <Badge variant={row.role === 'FIRM_ADMIN' ? 'default' : 'secondary'}>\n {row.role ?? '—'}\n </Badge>\n </TableCell>\n <TableCell>{row.householdCount}</TableCell>\n <TableCell className=\"text-right font-medium\">\n {formatMoney(row.aum, report.currency)}\n </TableCell>\n </TableRow>\n ))}\n </TableBody>\n </Table>\n </div>\n )}\n </CardContent>\n </Card>\n\n <Card>\n <CardHeader className=\"flex flex-row items-center justify-between gap-4\">\n <div>\n <CardTitle>{translate('brainyrich.firm.roster.title', 'Firm Roster')}</CardTitle>\n <CardDescription>\n {translate(\n 'brainyrich.firm.roster.description',\n 'Every advisor on the firm roster, with the right to change roles.'\n )}\n </CardDescription>\n </div>\n </CardHeader>\n <CardContent className=\"space-y-4\">\n <div className=\"flex flex-wrap items-end gap-3 rounded-lg border border-border-subtle bg-bg-sunken p-3\">\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"invite-user-id\">\n {translate('brainyrich.firm.roster.inviteUserId', 'User ID to invite')}\n </Label>\n <Input\n id=\"invite-user-id\"\n value={inviteUserId}\n onChange={(e) => setInviteUserId(e.target.value)}\n className=\"w-64\"\n placeholder=\"actor id\"\n />\n </div>\n <div className=\"space-y-1.5\">\n <Label>{translate('brainyrich.firm.roster.inviteRole', 'Role')}</Label>\n <Select value={inviteRole} onValueChange={(v) => setInviteRole(v as BraAdvisorRole)}>\n <SelectTrigger className=\"w-40\">\n <SelectValue />\n </SelectTrigger>\n <SelectContent>\n <SelectItem value=\"ADVISOR\">Advisor</SelectItem>\n <SelectItem value=\"FIRM_ADMIN\">Firm Admin</SelectItem>\n </SelectContent>\n </Select>\n </div>\n <Button\n disabled={!inviteUserId.trim() || ensureProfile.isPending}\n onClick={() =>\n ensureProfile.mutate(\n { userId: inviteUserId.trim(), role: inviteRole },\n { onSuccess: () => setInviteUserId('') }\n )\n }\n >\n <PlusCircle className=\"size-4\" aria-hidden=\"true\" />\n {translate('brainyrich.firm.roster.invite', 'Invite')}\n </Button>\n </div>\n\n {advisorsQuery.isLoading ? 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This page therefore\n * always renders the calling actor's own roster status first, and only\n * attempts the firm-wide views when that status is FIRM_ADMIN (or when the\n * actor hasn't registered a roster row yet, in which case it offers\n * self-registration — the very first advisor in a workspace becomes\n * FIRM_ADMIN automatically).\n */\nimport { useState } from 'react';\nimport {\n Badge,\n Button,\n Card,\n CardContent,\n CardDescription,\n CardHeader,\n CardTitle,\n Input,\n Label,\n Select,\n SelectContent,\n SelectItem,\n SelectTrigger,\n SelectValue,\n Table,\n TableBody,\n TableCell,\n TableHead,\n TableHeader,\n TableRow,\n} from '@burdenoff/fe-libs/ui';\nimport { Building2, PlusCircle, ShieldCheck, UserPlus, Users } from 'lucide-react';\nimport { useI18n } from '@burdenoff/fe-libs/shared/providers/shell/I18nProvider';\nimport { tWithFallback } from '../utils/i18n';\nimport {\n useMyAdvisorProfile,\n useEnsureAdvisorProfile,\n useAdvisors,\n useSetAdvisorRole,\n useSetAdvisorStatus,\n useFirmReport,\n} from '../hooks/useBrainyRichApi';\nimport type { BraAdvisor, BraAdvisorRole } from '../types/bra';\nimport {\n AllocationBars,\n SectionShell,\n EmptyState,\n LoadingState,\n ErrorState,\n formatMoney,\n formatDate,\n formatPct,\n type AllocationDatum,\n} from './_shared';\nimport { StatTile, FadeIn } from '../components/viz';\n\n/** Largest books charted as a share of firm AUM; the table below lists them all. */\nconst MAX_CHARTED_ADVISORS = 8;\n\ninterface AdvisorBookRow {\n advisorId: string;\n aum: number;\n displayName?: string | null;\n email?: string | null;\n}\n\nfunction advisorShareBars(\n byAdvisor: readonly AdvisorBookRow[],\n totalAum: number,\n currency: string\n): AllocationDatum[] {\n if (totalAum <= 0) return [];\n return byAdvisor.slice(0, MAX_CHARTED_ADVISORS).map((row) => {\n const share = (row.aum / totalAum) * 100;\n return {\n label: row.displayName ?? row.email ?? row.advisorId,\n value: share,\n tone: 'accent' as const,\n caption: `${formatMoney(row.aum, currency)} · ${formatPct(share)}`,\n };\n });\n}\n\ntype Translate = (\n key: string,\n fallback: string,\n params?: Record<string, string | number>\n) => string;\n\nexport function FirmPage() {\n const { t } = useI18n();\n const translate: Translate = (key, fallback, params) => tWithFallback(t, key, fallback, params);\n\n const myProfileQuery = useMyAdvisorProfile();\n const ensureProfile = useEnsureAdvisorProfile();\n const myProfile = myProfileQuery.data;\n const isFirmAdmin = myProfile?.role === 'FIRM_ADMIN';\n\n const [displayName, setDisplayName] = useState('');\n const [email, setEmail] = useState('');\n\n if (myProfileQuery.isLoading) {\n return (\n <SectionShell\n title={translate('brainyrich.firm.title', 'Firm')}\n description={translate(\n 'brainyrich.firm.description',\n 'Firm roster and firm-wide AUM reporting.'\n )}\n >\n <LoadingState />\n </SectionShell>\n );\n }\n\n if (!myProfile) {\n return (\n <SectionShell\n title={translate('brainyrich.firm.title', 'Firm')}\n description={translate(\n 'brainyrich.firm.description',\n 'Firm roster and firm-wide AUM reporting.'\n )}\n >\n <FadeIn>\n <Card>\n <CardHeader>\n <CardTitle className=\"flex items-center gap-2\">\n <Building2 className=\"size-4\" aria-hidden=\"true\" />\n {translate('brainyrich.firm.join.title', 'Join the firm roster')}\n </CardTitle>\n <CardDescription>\n {translate(\n 'brainyrich.firm.join.description',\n \"You're not on this workspace's BrainyRich firm roster yet. The first advisor to register becomes the firm admin automatically; anyone after that is invited by an existing admin.\"\n )}\n </CardDescription>\n </CardHeader>\n <CardContent className=\"space-y-4\">\n <div className=\"grid gap-4 sm:grid-cols-2\">\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"firm-display-name\">\n {translate('brainyrich.firm.fields.displayName', 'Display name')}\n </Label>\n <Input\n id=\"firm-display-name\"\n value={displayName}\n onChange={(e) => setDisplayName(e.target.value)}\n />\n </div>\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"firm-email\">\n {translate('brainyrich.firm.fields.email', 'Email')}\n </Label>\n <Input\n id=\"firm-email\"\n type=\"email\"\n value={email}\n onChange={(e) => setEmail(e.target.value)}\n />\n </div>\n </div>\n <Button\n disabled={ensureProfile.isPending}\n onClick={() =>\n ensureProfile.mutate({\n displayName: displayName || undefined,\n email: email || undefined,\n })\n }\n >\n <UserPlus className=\"size-4\" aria-hidden=\"true\" />\n {ensureProfile.isPending ? 'Registering…' : 'Register on firm roster'}\n </Button>\n </CardContent>\n </Card>\n </FadeIn>\n </SectionShell>\n );\n }\n\n return (\n <SectionShell\n title={translate('brainyrich.firm.title', 'Firm')}\n description={translate(\n 'brainyrich.firm.description',\n 'Firm roster and firm-wide AUM reporting.'\n )}\n >\n <FadeIn>\n <Card>\n <CardContent className=\"flex flex-wrap items-center justify-between gap-3 py-4\">\n <div className=\"flex items-center gap-2\">\n <ShieldCheck className=\"size-4 text-status-success-text\" aria-hidden=\"true\" />\n <span className=\"text-sm text-text-secondary\">\n {translate('brainyrich.firm.you', 'You are on the firm roster as')}\n </span>\n <Badge variant={isFirmAdmin ? 'default' : 'secondary'}>{myProfile.role}</Badge>\n </div>\n </CardContent>\n </Card>\n </FadeIn>\n\n {isFirmAdmin ? (\n <FirmAdminView translate={translate} />\n ) : (\n <FadeIn>\n <EmptyState\n icon={<Users className=\"size-8\" aria-hidden=\"true\" />}\n title={translate(\n 'brainyrich.firm.notAdmin',\n 'Firm-wide roster and AUM reporting are visible to firm admins only.'\n )}\n />\n </FadeIn>\n )}\n </SectionShell>\n );\n}\n\nfunction FirmAdminView({ translate }: { translate: Translate }) {\n const firmReportQuery = useFirmReport();\n const advisorsQuery = useAdvisors();\n const setRole = useSetAdvisorRole();\n const setStatus = useSetAdvisorStatus();\n const [inviteUserId, setInviteUserId] = useState('');\n const [inviteRole, setInviteRole] = useState<BraAdvisorRole>('ADVISOR');\n const ensureProfile = useEnsureAdvisorProfile();\n\n const report = firmReportQuery.data;\n\n return (\n <div className=\"space-y-6\">\n <FadeIn>\n <div className=\"grid gap-4 md:grid-cols-2 xl:grid-cols-4\">\n <StatTile\n label={translate('brainyrich.firm.kpis.totalAum', 'Firm AUM')}\n value={report ? formatMoney(report.totalAum, report.currency) : '—'}\n glow\n />\n <StatTile\n label={translate('brainyrich.firm.kpis.advisors', 'Advisors')}\n value={report ? String(report.totalAdvisors) : '—'}\n />\n <StatTile\n label={translate('brainyrich.firm.kpis.households', 'Households')}\n value={report ? String(report.totalHouseholds) : '—'}\n />\n <StatTile\n label={translate('brainyrich.firm.kpis.asOf', 'As of')}\n value={report ? formatDate(report.asOf) : '—'}\n />\n </div>\n </FadeIn>\n\n <Card>\n <CardHeader>\n <CardTitle>{translate('brainyrich.firm.byAdvisor.title', 'AUM by advisor')}</CardTitle>\n <CardDescription>\n {translate(\n 'brainyrich.firm.byAdvisor.description',\n 'Sorted by AUM, largest book first — a real rollup of BraHousehold.aum per advisor.'\n )}\n </CardDescription>\n </CardHeader>\n <CardContent>\n {firmReportQuery.isLoading ? (\n <LoadingState />\n ) : firmReportQuery.isError ? (\n <ErrorState onRetry={() => firmReportQuery.refetch()} />\n ) : !report || report.byAdvisor.length === 0 ? 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Each active advisor uses one advisor seat on your plan; deactivate an advisor to free their seat.'\n )}\n </CardDescription>\n </div>\n </CardHeader>\n <CardContent className=\"space-y-4\">\n <div className=\"flex flex-wrap items-end gap-3 rounded-lg border border-border-subtle bg-bg-sunken p-3\">\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"invite-user-id\">\n {translate('brainyrich.firm.roster.inviteUserId', 'User ID to invite')}\n </Label>\n <Input\n id=\"invite-user-id\"\n value={inviteUserId}\n onChange={(e) => setInviteUserId(e.target.value)}\n className=\"w-64\"\n placeholder=\"actor id\"\n />\n </div>\n <div className=\"space-y-1.5\">\n <Label>{translate('brainyrich.firm.roster.inviteRole', 'Role')}</Label>\n <Select value={inviteRole} onValueChange={(v) => setInviteRole(v as BraAdvisorRole)}>\n <SelectTrigger className=\"w-40\">\n <SelectValue />\n </SelectTrigger>\n <SelectContent>\n <SelectItem value=\"ADVISOR\">Advisor</SelectItem>\n <SelectItem value=\"FIRM_ADMIN\">Firm Admin</SelectItem>\n </SelectContent>\n </Select>\n </div>\n <Button\n disabled={!inviteUserId.trim() || ensureProfile.isPending}\n onClick={() =>\n ensureProfile.mutate(\n { userId: inviteUserId.trim(), role: inviteRole },\n { onSuccess: () => setInviteUserId('') }\n )\n }\n >\n <PlusCircle className=\"size-4\" aria-hidden=\"true\" />\n {translate('brainyrich.firm.roster.invite', 'Invite')}\n </Button>\n </div>\n\n {advisorsQuery.isLoading ? (\n <LoadingState />\n ) : advisorsQuery.isError ? (\n <ErrorState onRetry={() => advisorsQuery.refetch()} />\n ) : advisorsQuery.data.length === 0 ? (\n <EmptyState\n icon={<Users className=\"size-8\" aria-hidden=\"true\" />}\n title={translate('brainyrich.firm.roster.empty', 'No advisors yet')}\n />\n ) : (\n <Table>\n <TableHeader>\n <TableRow>\n <TableHead>Name</TableHead>\n <TableHead>Email</TableHead>\n <TableHead>Status</TableHead>\n <TableHead>Role</TableHead>\n <TableHead className=\"text-right\">Actions</TableHead>\n </TableRow>\n </TableHeader>\n <TableBody>\n {advisorsQuery.data.map((advisor: BraAdvisor) => (\n <TableRow key={advisor.id}>\n <TableCell className=\"font-medium\">\n {advisor.displayName ?? advisor.userId}\n </TableCell>\n <TableCell>{advisor.email ?? '—'}</TableCell>\n <TableCell>\n <Badge variant={advisor.status === 'ACTIVE' ? 'default' : 'secondary'}>\n {advisor.status}\n </Badge>\n </TableCell>\n <TableCell>\n <Select\n value={advisor.role}\n onValueChange={(v) =>\n setRole.mutate({ userId: advisor.userId, role: v as BraAdvisorRole })\n }\n >\n <SelectTrigger className=\"w-40\">\n <SelectValue />\n </SelectTrigger>\n <SelectContent>\n <SelectItem value=\"ADVISOR\">Advisor</SelectItem>\n <SelectItem value=\"FIRM_ADMIN\">Firm Admin</SelectItem>\n </SelectContent>\n </Select>\n </TableCell>\n <TableCell className=\"text-right\">\n <div className=\"flex items-center justify-end gap-3\">\n <span className=\"text-xs text-text-secondary\">\n {advisor.invitedById\n ? `Invited by ${advisor.invitedById}`\n : 'Self-registered'}\n </span>\n <Button\n size=\"sm\"\n variant=\"outline\"\n disabled={setStatus.isPending}\n onClick={() =>\n setStatus.mutate({\n userId: advisor.userId,\n status: advisor.status === 'ACTIVE' ? 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package/dist/brainyrich/types/bra.d.ts CHANGED
@@ -639,6 +639,14 @@ export interface BraAggregationLink {
639
639
  institutionName: string | null;
640
640
  lastSyncedAt: string | null;
641
641
  lastSyncError: string | null;
642
+ /** Plaid error code from the last failed sync or item webhook, e.g. `ITEM_LOGIN_REQUIRED`. */
643
+ errorCode: string | null;
644
+ /** When the institution's consent expires, if Plaid has warned that it will. */
645
+ consentExpiresAt: string | null;
646
+ /** True when only re-authenticating in Plaid Link update mode can repair the link. */
647
+ needsReauthentication: boolean;
648
+ /** When the scheduled daily re-sync next picks this link up. */
649
+ nextSyncAt: string | null;
642
650
  createdAt: string;
643
651
  updatedAt: string;
644
652
  }
@@ -654,5 +662,7 @@ export interface BraAggregationSyncResult {
654
662
  addedTransactions: number;
655
663
  modifiedTransactions: number;
656
664
  removedTransactions: number;
665
+ /** Investment positions written as holdings (0 when the institution shares none). */
666
+ holdingsSynced: number;
657
667
  }
658
668
  //# sourceMappingURL=bra.d.ts.map