npm - @burdenoff/microfe-brainyrich - Versions diffs - 2026.1028.2 → 2026.1101.1 - Mend

@burdenoff/microfe-brainyrich 2026.1028.2 → 2026.1101.1

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package/dist/brainyrich/pages/FamilyPage.js.map CHANGED Viewed

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1	- {"version":3,"file":"FamilyPage.js","names":[],"sources":["../../../src/brainyrich/pages/FamilyPage.tsx"],"sourcesContent":["import { useMemo, useState, type ReactNode } from 'react';\nimport {\n Badge,\n Button,\n Card,\n CardContent,\n ResponsiveDialog,\n ResponsiveDialogClose,\n ResponsiveDialogContent,\n ResponsiveDialogDescription,\n ResponsiveDialogFooter,\n ResponsiveDialogHeader,\n ResponsiveDialogTitle,\n DropdownMenu,\n DropdownMenuContent,\n DropdownMenuItem,\n DropdownMenuSeparator,\n DropdownMenuTrigger,\n Input,\n Label,\n Select,\n SelectContent,\n SelectItem,\n SelectTrigger,\n SelectValue,\n Separator,\n Sheet,\n SheetContent,\n SheetDescription,\n SheetHeader,\n SheetTitle,\n Table,\n TableBody,\n TableCell,\n TableHead,\n TableHeader,\n TableRow,\n Tabs,\n TabsContent,\n TabsList,\n TabsTrigger,\n Textarea,\n} from '@burdenoff/fe-libs/ui';\nimport {\n Users,\n MoreHorizontal,\n Pencil,\n Archive,\n Eye,\n Mail,\n Wallet,\n Target,\n Briefcase,\n Building2,\n TrendingUp,\n UserCircle2,\n} from 'lucide-react';\nimport { useI18n } from '@burdenoff/fe-libs/shared/providers/shell/I18nProvider';\nimport { tWithFallback } from '../utils/i18n';\nimport {\n usePagedHouseholds,\n useHousehold,\n useCreateHousehold,\n useUpdateHousehold,\n useArchiveHousehold,\n useAccounts,\n usePortfolios,\n useGoals,\n} from '../hooks/useBrainyRichApi';\nimport {\n ConfirmDialog,\n LoadMore,\n ActorName,\n StatTile,\n GlassCard,\n FadeIn,\n DonutChart,\n type DonutDatum,\n} from '../components';\nimport { TagField } from '../components/reuse/TagField';\nimport { DocumentsPanel } from '../components/reuse/DocumentsPanel';\nimport { hapticSuccess, showToast } from '../utils/nativeControls';\nimport { useTrackBrainyRichPageView } from '../hooks/useBrainyRichAnalytics';\nimport { CommentThread } from '../components/reuse/CommentThread';\nimport type {\n BraHousehold,\n BraHouseholdStatus,\n BraRiskProfile,\n BraCreateHouseholdInput,\n BraUpdateHouseholdInput,\n BraAccount,\n BraGoal,\n} from '../types/bra';\nimport {\n SectionShell,\n EmptyState,\n LoadingState,\n ErrorState,\n formatMoney,\n formatCompact,\n formatDate,\n statusBadgeVariant,\n} from './_shared';\n\nconst STATUS_OPTIONS: BraHouseholdStatus[] = ['PROSPECT', 'ONBOARDING', 'ACTIVE', 'INACTIVE'];\nconst RISK_OPTIONS: BraRiskProfile[] = [\n 'CONSERVATIVE',\n 'MODERATE',\n 'BALANCED',\n 'GROWTH',\n 'AGGRESSIVE',\n];\nconst CURRENCY_OPTIONS = ['USD', 'EUR', 'GBP', 'INR', 'AED', 'SGD'];\n\n/** Per-status donut tone (semantic — colour is never the only signal). /\nconst STATUS_TONE: Record<BraHouseholdStatus, DonutDatum['tone']> = {\n ACTIVE: 'brand',\n ONBOARDING: 'info',\n PROSPECT: 'warning',\n INACTIVE: 'neutral',\n};\n\ninterface HouseholdFormState {\n name: string;\n status: BraHouseholdStatus;\n riskProfile: BraRiskProfile;\n currency: string;\n advisorId: string;\n primaryContactName: string;\n primaryContactEmail: string;\n notes: string;\n tags: string;\n}\n\nconst emptyForm: HouseholdFormState = {\n name: '',\n status: 'PROSPECT',\n riskProfile: 'BALANCED',\n currency: 'USD',\n advisorId: '',\n primaryContactName: '',\n primaryContactEmail: '',\n notes: '',\n tags: '',\n};\n\nfunction toTags(raw: string): string[] {\n return raw\n .split(',')\n .map((t) => t.trim())\n .filter(Boolean);\n}\n\n/* Real market value of an account: settled cash + marked-to-market holdings. /\nfunction accountValue(a: BraAccount): number {\n const holdings = (a.holdings ?? []).reduce(\n (sum, h) => sum + (Number.isFinite(h.marketValue) ? h.marketValue : 0),\n 0\n );\n const cash = Number.isFinite(a.cashBalance) ? a.cashBalance : 0;\n return cash + holdings;\n}\n\nexport function FamilyPage() {\n const { t } = useI18n();\n const tr = (key: string, fallback: string, params?: Record<string, string \| number>) =>\n tWithFallback(t, key, fallback, params);\n\n useTrackBrainyRichPageView('brainyrich.family.viewed');\n\n const {\n items: households,\n hasMore,\n loadMore,\n isLoading,\n isFetchingNextPage,\n isError,\n refetch,\n } = usePagedHouseholds();\n\n const createHousehold = useCreateHousehold();\n const updateHousehold = useUpdateHousehold();\n const archiveHousehold = useArchiveHousehold();\n\n const [formOpen, setFormOpen] = useState(false);\n const [editing, setEditing] = useState<BraHousehold \| null>(null);\n const [form, setForm] = useState<HouseholdFormState>(emptyForm);\n const [detailId, setDetailId] = useState<string \| undefined>(undefined);\n const [archiveTarget, setArchiveTarget] = useState<BraHousehold \| null>(null);\n\n const setField = <K extends keyof HouseholdFormState>(key: K, value: HouseholdFormState[K]) =>\n setForm((prev) => ({ ...prev, [key]: value }));\n\n const openCreate = () => {\n setEditing(null);\n setForm(emptyForm);\n setFormOpen(true);\n };\n\n const openEdit = (h: BraHousehold) => {\n setEditing(h);\n setForm({\n name: h.name,\n status: h.status,\n riskProfile: h.riskProfile,\n currency: h.currency,\n advisorId: h.advisorId ?? '',\n primaryContactName: h.primaryContactName ?? '',\n primaryContactEmail: h.primaryContactEmail ?? '',\n notes: h.notes ?? '',\n tags: h.tags.join(', '),\n });\n setFormOpen(true);\n };\n\n const firm = useMemo(() => {\n const currency = households[0]?.currency ?? 'USD';\n const total = households.length;\n const active = households.filter((h) => h.status === 'ACTIVE').length;\n const prospects = households.filter((h) => h.status === 'PROSPECT').length;\n const onboarding = households.filter((h) => h.status === 'ONBOARDING').length;\n const aum = households.reduce((sum, h) => sum + (Number.isFinite(h.aum) ? h.aum : 0), 0);\n\n // AUM grouped by advisor (empty advisorId → unassigned bucket).\n const byAdvisor = new Map<string, number>();\n for (const h of households) {\n const key = h.advisorId?.trim() \|\| '';\n byAdvisor.set(key, (byAdvisor.get(key) ?? 0) + (Number.isFinite(h.aum) ? h.aum : 0));\n }\n const advisors = Array.from(byAdvisor.entries())\n .map(([advisorId, value]) => ({ advisorId, value }))\n .sort((a, b) => b.value - a.value);\n const advisorCount = advisors.filter((a) => a.advisorId).length;\n const advisorMax = advisors.reduce((m, a) => Math.max(m, a.value), 0);\n\n // Book mix by status → donut.\n const statusMix: DonutDatum[] = (STATUS_OPTIONS as BraHouseholdStatus[])\n .map((s) => ({\n label: s.charAt(0) + s.slice(1).toLowerCase(),\n value: households.filter((h) => h.status === s).length,\n tone: STATUS_TONE[s],\n }))\n .filter((d) => d.value > 0);\n\n return {\n currency,\n total,\n active,\n prospects,\n onboarding,\n aum,\n advisors,\n advisorCount,\n advisorMax,\n statusMix,\n };\n }, [households]);\n\n const submitting = createHousehold.isPending \|\| updateHousehold.isPending;\n const canSubmit = form.name.trim().length > 0 && !submitting;\n\n const handleSubmit = () => {\n if (!canSubmit) return;\n if (editing) {\n const input: BraUpdateHouseholdInput = {\n name: form.name.trim(),\n status: form.status,\n riskProfile: form.riskProfile,\n currency: form.currency,\n primaryContactName: form.primaryContactName.trim() \|\| null,\n primaryContactEmail: form.primaryContactEmail.trim() \|\| null,\n notes: form.notes.trim() \|\| null,\n tags: toTags(form.tags),\n };\n updateHousehold.mutate(\n { id: editing.id, input },\n {\n onSuccess: () => {\n hapticSuccess();\n void showToast(tr('brainyrich.households.saved', 'Household saved'));\n setFormOpen(false);\n },\n }\n );\n } else {\n const input: BraCreateHouseholdInput = {\n name: form.name.trim(),\n status: form.status,\n riskProfile: form.riskProfile,\n currency: form.currency,\n primaryContactName: form.primaryContactName.trim() \|\| null,\n primaryContactEmail: form.primaryContactEmail.trim() \|\| null,\n notes: form.notes.trim() \|\| null,\n tags: toTags(form.tags),\n };\n if (form.advisorId.trim()) input.advisorId = form.advisorId.trim();\n createHousehold.mutate(input, {\n onSuccess: () => {\n hapticSuccess();\n void showToast(tr('brainyrich.households.created', 'Household created'));\n setFormOpen(false);\n },\n });\n }\n };\n\n const showFirm = !isLoading && !isError && households.length > 0;\n\n return (\n <div data-tour=\"brainyrich-page-households\" className=\"contents\">\n <SectionShell\n title={tr('brainyrich.households.title', 'Households')}\n description={tr(\n 'brainyrich.households.description',\n 'Client households and family units under advisement'\n )}\n badges={\n households.length\n ? [\n tr('brainyrich.households.count', '{count} households', {\n count: households.length,\n }),\n ]\n : []\n }\n actionLabel={tr('brainyrich.households.new', 'New household')}\n onAction={openCreate}\n >\n {showFirm ? (\n <FirmOverview firm={firm} tr={tr} />\n ) : (\n <div className=\"grid gap-4 md:grid-cols-2 xl:grid-cols-4\">\n <StatTile label={tr('brainyrich.households.kpi.aum', 'Total AUM')} value=\"—\" glow />\n <StatTile label={tr('brainyrich.households.kpi.total', 'Households')} value=\"—\" />\n <StatTile label={tr('brainyrich.households.kpi.active', 'Active')} value=\"—\" />\n <StatTile label={tr('brainyrich.households.kpi.prospects', 'Prospects')} value=\"—\" />\n </div>\n )}\n\n {isLoading ? (\n <LoadingState rows={5} />\n ) : isError ? (\n <ErrorState\n title={tr('brainyrich.households.error.title', 'Could not load households')}\n onRetry={() => refetch()}\n />\n ) : households.length === 0 ? (\n <EmptyState\n icon={<Users className=\"size-6\" aria-hidden=\"true\" />}\n title={tr('brainyrich.households.empty.title', 'No households yet')}\n description={tr(\n 'brainyrich.households.empty.description',\n 'Create your first client household to start organizing accounts, portfolios and goals.'\n )}\n action={\n <Button size=\"sm\" onClick={openCreate}>\n {tr('brainyrich.households.new', 'New household')}\n </Button>\n }\n />\n ) : (\n <FadeIn as=\"section\">\n <Card className=\"overflow-hidden\">\n <CardContent className=\"p-0\">\n <div className=\"overflow-x-auto\">\n <Table>\n <TableHeader>\n <TableRow className=\"hover:bg-transparent\">\n <TableHead>{tr('brainyrich.households.col.name', 'Household')}</TableHead>\n <TableHead>{tr('brainyrich.households.col.status', 'Status')}</TableHead>\n <TableHead className=\"hidden md:table-cell\">\n {tr('brainyrich.households.col.risk', 'Risk profile')}\n </TableHead>\n <TableHead className=\"hidden lg:table-cell\">\n {tr('brainyrich.households.col.contact', 'Primary contact')}\n </TableHead>\n <TableHead className=\"hidden sm:table-cell\">\n {tr('brainyrich.households.col.advisor', 'Advisor')}\n </TableHead>\n <TableHead className=\"text-right\">\n {tr('brainyrich.households.col.aum', 'AUM')}\n </TableHead>\n <TableHead className=\"w-12 text-right\">\n <span className=\"sr-only\">\n {tr('brainyrich.households.col.actions', 'Actions')}\n </span>\n </TableHead>\n </TableRow>\n </TableHeader>\n <TableBody>\n {households.map((h) => {\n const share = firm.aum > 0 ? Math.min(100, (h.aum / firm.aum) 100) : 0;\n return (\n <TableRow\n key={h.id}\n className=\"group cursor-pointer transition-colors\"\n onClick={() => setDetailId(h.id)}\n >\n <TableCell>\n <span className=\"font-medium text-text-primary transition-colors group-hover:text-[var(--color-action-primary-text)]\">\n {h.name}\n </span>\n {h.tags.length > 0 ? (\n <div className=\"mt-1 flex flex-wrap gap-1\">\n {h.tags.slice(0, 3).map((tag) => (\n <Badge key={tag} variant=\"outline\" className=\"text-xs\">\n {tag}\n </Badge>\n ))}\n {h.tags.length > 3 ? (\n <Badge variant=\"outline\" className=\"text-xs\">\n +{h.tags.length - 3}\n </Badge>\n ) : null}\n </div>\n ) : null}\n </TableCell>\n <TableCell>\n <Badge variant={statusBadgeVariant(h.status)}>{h.status}</Badge>\n </TableCell>\n <TableCell className=\"hidden md:table-cell\">\n <Badge variant=\"secondary\">{h.riskProfile}</Badge>\n </TableCell>\n <TableCell className=\"hidden lg:table-cell\">\n {h.primaryContactName ? (\n <div className=\"space-y-0.5\">\n <p className=\"text-sm text-text-primary\">\n {h.primaryContactName}\n </p>\n {h.primaryContactEmail ? (\n <p className=\"flex items-center gap-1 text-xs text-text-secondary\">\n <Mail className=\"size-3\" aria-hidden=\"true\" />\n {h.primaryContactEmail}\n </p>\n ) : null}\n </div>\n ) : (\n <span className=\"text-sm text-text-muted\">—</span>\n )}\n </TableCell>\n <TableCell className=\"hidden sm:table-cell\">\n {h.advisorId ? (\n <span className=\"flex items-center gap-1.5 text-sm text-text-secondary\">\n <UserCircle2 className=\"size-3.5\" aria-hidden=\"true\" />\n <ActorName id={h.advisorId} />\n </span>\n ) : (\n <span className=\"text-sm text-text-muted\">\n {tr('brainyrich.common.unassigned', 'Unassigned')}\n </span>\n )}\n </TableCell>\n <TableCell className=\"text-right\">\n <div className=\"flex flex-col items-end gap-1\">\n <span className=\"font-medium tabular-nums text-text-primary\">\n {formatMoney(h.aum, h.currency)}\n </span>\n <span\n className=\"h-1 w-16 overflow-hidden rounded-full bg-bg-sunken\"\n aria-hidden=\"true\"\n >\n <span\n className=\"block h-full rounded-full bg-[var(--color-action-primary-bg)]\"\n style={{ width: `${share}%` }}\n />\n </span>\n </div>\n </TableCell>\n <TableCell className=\"text-right\" onClick={(e) => e.stopPropagation()}>\n <DropdownMenu>\n <DropdownMenuTrigger asChild>\n <Button\n variant=\"ghost\"\n size=\"icon\"\n aria-label={tr(\n 'brainyrich.households.rowMenu',\n 'Household actions'\n )}\n >\n <MoreHorizontal className=\"size-4\" aria-hidden=\"true\" />\n </Button>\n </DropdownMenuTrigger>\n <DropdownMenuContent align=\"end\">\n <DropdownMenuItem onClick={() => setDetailId(h.id)}>\n <Eye className=\"size-4\" aria-hidden=\"true\" />\n {tr('brainyrich.households.action.view', 'View details')}\n </DropdownMenuItem>\n <DropdownMenuItem onClick={() => openEdit(h)}>\n <Pencil className=\"size-4\" aria-hidden=\"true\" />\n {tr('brainyrich.households.action.edit', 'Edit')}\n </DropdownMenuItem>\n <DropdownMenuSeparator />\n <DropdownMenuItem\n className=\"text-status-error-text focus:text-status-error-text\"\n onClick={() => setArchiveTarget(h)}\n >\n <Archive className=\"size-4\" aria-hidden=\"true\" />\n {tr('brainyrich.households.action.archive', 'Archive')}\n </DropdownMenuItem>\n </DropdownMenuContent>\n </DropdownMenu>\n </TableCell>\n </TableRow>\n );\n })}\n </TableBody>\n </Table>\n </div>\n </CardContent>\n </Card>\n </FadeIn>\n )}\n\n {!isLoading && !isError && households.length > 0 ? (\n <LoadMore\n hasMore={hasMore}\n onClick={loadMore}\n loading={isFetchingNextPage}\n label={tr('brainyrich.households.loadMore', 'Load more households')}\n />\n ) : null}\n\n <HouseholdFormDialog\n open={formOpen}\n onOpenChange={setFormOpen}\n editing={editing}\n form={form}\n setField={setField}\n onSubmit={handleSubmit}\n canSubmit={canSubmit}\n submitting={submitting}\n tr={tr}\n />\n\n <HouseholdDetailSheet\n householdId={detailId}\n onClose={() => setDetailId(undefined)}\n onEdit={(h) => {\n setDetailId(undefined);\n openEdit(h);\n }}\n tr={tr}\n />\n\n <ConfirmDialog\n open={Boolean(archiveTarget)}\n onOpenChange={(o) => (!o ? setArchiveTarget(null) : undefined)}\n title={tr('brainyrich.households.archive.title', 'Archive household?')}\n description={tr(\n 'brainyrich.households.archive.description',\n 'Archiving “{name}” removes it from the active list. You can still access its records, but it will no longer appear here.',\n { name: archiveTarget?.name ?? '' }\n )}\n confirmLabel={tr('brainyrich.households.action.archive', 'Archive')}\n pendingLabel={tr('brainyrich.households.archive.pending', 'Archiving…')}\n destructive\n pending={archiveHousehold.isPending}\n onConfirm={() => {\n if (!archiveTarget) return;\n archiveHousehold.mutate(archiveTarget.id, {\n onSuccess: () => {\n hapticSuccess();\n void showToast(\n tr('brainyrich.households.archived', 'Household archived', {\n name: archiveTarget.name,\n })\n );\n setArchiveTarget(null);\n },\n });\n }}\n />\n </SectionShell>\n </div>\n );\n}\n\n// ============================================================================\n// Firm overview — practice-wide KPIs + AUM-by-advisor + book mix\n// ============================================================================\n\ninterface FirmData {\n currency: string;\n total: number;\n active: number;\n prospects: number;\n onboarding: number;\n aum: number;\n advisors: { advisorId: string; value: number }[];\n advisorCount: number;\n advisorMax: number;\n statusMix: DonutDatum[];\n}\n\nfunction FirmOverview({\n firm,\n tr,\n}: {\n firm: FirmData;\n tr: (key: string, fallback: string, params?: Record<string, string \| number>) => string;\n}) {\n return (\n <FadeIn as=\"section\" className=\"space-y-4\">\n <div className=\"grid gap-4 md:grid-cols-2 xl:grid-cols-4\">\n <StatTile\n label={tr('brainyrich.households.kpi.aum', 'Total AUM')}\n value={formatMoney(firm.aum, firm.currency)}\n glow\n icon={<Wallet className=\"size-4\" aria-hidden=\"true\" />}\n />\n <StatTile\n label={tr('brainyrich.households.kpi.total', 'Households')}\n value={String(firm.total)}\n icon={<Users className=\"size-4\" aria-hidden=\"true\" />}\n />\n <StatTile\n label={tr('brainyrich.households.kpi.active', 'Active')}\n value={String(firm.active)}\n icon={<TrendingUp className=\"size-4\" aria-hidden=\"true\" />}\n />\n <StatTile\n label={tr('brainyrich.households.kpi.prospects', 'Prospects')}\n value={String(firm.prospects)}\n icon={<Target className=\"size-4\" aria-hidden=\"true\" />}\n />\n </div>\n\n <div className=\"grid gap-4 lg:grid-cols-3\">\n <GlassCard className=\"lg:col-span-2\">\n <div className=\"mb-4 flex items-center justify-between gap-2\">\n <div>\n <h2 className=\"text-sm font-semibold text-text-primary\">\n {tr('brainyrich.households.firm.byAdvisor', 'AUM by advisor')}\n </h2>\n <p className=\"text-xs text-text-secondary\">\n {tr('brainyrich.households.firm.advisorCount', '{count} advisors', {\n count: firm.advisorCount,\n })}\n </p>\n </div>\n <Building2 className=\"size-4 text-text-secondary\" aria-hidden=\"true\" />\n </div>\n <ul\n className=\"space-y-3.5\"\n aria-label={tr('brainyrich.households.firm.byAdvisor', 'AUM by advisor')}\n >\n {firm.advisors.map((a) => {\n const width =\n firm.advisorMax > 0 ? Math.max(2, (a.value / firm.advisorMax) * 100) : 0;\n return (\n <li key={a.advisorId \|\| 'unassigned'} className=\"space-y-1.5\">\n <div className=\"flex items-center justify-between gap-3 text-xs\">\n <span className=\"flex items-center gap-1.5 truncate font-medium text-text-primary\">\n <UserCircle2\n className=\"size-3.5 shrink-0 text-text-secondary\"\n aria-hidden=\"true\"\n />\n {a.advisorId ? (\n <ActorName id={a.advisorId} />\n ) : (\n tr('brainyrich.common.unassigned', 'Unassigned')\n )}\n </span>\n <span className=\"shrink-0 tabular-nums text-text-secondary\">\n {formatCompact(a.value, firm.currency)}\n </span>\n </div>\n <div\n className=\"h-2 w-full overflow-hidden rounded-full bg-bg-sunken\"\n role=\"progressbar\"\n aria-valuenow={Math.round(width)}\n aria-valuemin={0}\n aria-valuemax={100}\n aria-label={a.advisorId \|\| 'Unassigned'}\n >\n <div\n className=\"h-full rounded-full bg-[var(--color-action-primary-bg)] transition-[width] duration-500 ease-out\"\n style={{ width: `${width}%` }}\n />\n </div>\n </li>\n );\n })}\n </ul>\n </GlassCard>\n\n <GlassCard>\n <div className=\"mb-2 flex items-center justify-between gap-2\">\n <h2 className=\"text-sm font-semibold text-text-primary\">\n {tr('brainyrich.households.firm.bookMix', 'Book by status')}\n </h2>\n </div>\n {firm.statusMix.length > 0 ? (\n <DonutChart\n data={firm.statusMix}\n centerValue={String(firm.total)}\n centerLabel={tr('brainyrich.households.kpi.total', 'Households')}\n legend\n height={200}\n valueFormatter={(v) => String(v)}\n />\n ) : (\n <p className=\"text-sm text-text-secondary\">\n {tr('brainyrich.households.firm.noMix', 'No households to chart yet.')}\n </p>\n )}\n </GlassCard>\n </div>\n </FadeIn>\n );\n}\n\n// ============================================================================\n// Create / edit dialog\n// ============================================================================\n\ninterface HouseholdFormDialogProps {\n open: boolean;\n onOpenChange: (open: boolean) => void;\n editing: BraHousehold \| null;\n form: HouseholdFormState;\n setField: <K extends keyof HouseholdFormState>(key: K, value: HouseholdFormState[K]) => void;\n onSubmit: () => void;\n canSubmit: boolean;\n submitting: boolean;\n tr: (key: string, fallback: string, params?: Record<string, string \| number>) => string;\n}\n\nfunction HouseholdFormDialog({\n open,\n onOpenChange,\n editing,\n form,\n setField,\n onSubmit,\n canSubmit,\n submitting,\n tr,\n}: HouseholdFormDialogProps) {\n return (\n <ResponsiveDialog open={open} onOpenChange={onOpenChange}>\n <ResponsiveDialogContent className=\"max-h-[90vh] overflow-y-auto sm:max-w-lg\">\n <ResponsiveDialogHeader>\n <ResponsiveDialogTitle>\n {editing\n ? tr('brainyrich.households.form.editTitle', 'Edit household')\n : tr('brainyrich.households.form.createTitle', 'New household')}\n </ResponsiveDialogTitle>\n <ResponsiveDialogDescription>\n {tr(\n 'brainyrich.households.form.subtitle',\n 'A household groups a client family’s accounts, portfolios and goals.'\n )}\n </ResponsiveDialogDescription>\n </ResponsiveDialogHeader>\n\n <form\n className=\"space-y-4\"\n onSubmit={(e) => {\n e.preventDefault();\n onSubmit();\n }}\n >\n <div className=\"space-y-2\">\n <Label htmlFor=\"hh-name\">{tr('brainyrich.households.form.name', 'Name')} </Label>\n <Input\n id=\"hh-name\"\n value={form.name}\n onChange={(e) => setField('name', e.target.value)}\n placeholder={tr('brainyrich.households.form.namePh', 'e.g. The Raghavan Family')}\n required\n />\n </div>\n\n <div className=\"grid gap-4 sm:grid-cols-2\">\n <div className=\"space-y-2\">\n <Label>{tr('brainyrich.households.form.status', 'Status')}</Label>\n <Select\n value={form.status}\n onValueChange={(v) => setField('status', v as BraHouseholdStatus)}\n >\n <SelectTrigger>\n <SelectValue />\n </SelectTrigger>\n <SelectContent>\n {STATUS_OPTIONS.map((s) => (\n <SelectItem key={s} value={s}>\n {s}\n </SelectItem>\n ))}\n </SelectContent>\n </Select>\n </div>\n\n <div className=\"space-y-2\">\n <Label>{tr('brainyrich.households.form.risk', 'Risk profile')}</Label>\n <Select\n value={form.riskProfile}\n onValueChange={(v) => setField('riskProfile', v as BraRiskProfile)}\n >\n <SelectTrigger>\n <SelectValue />\n </SelectTrigger>\n <SelectContent>\n {RISK_OPTIONS.map((r) => (\n <SelectItem key={r} value={r}>\n {r}\n </SelectItem>\n ))}\n </SelectContent>\n </Select>\n </div>\n </div>\n\n <div className=\"grid gap-4 sm:grid-cols-2\">\n <div className=\"space-y-2\">\n <Label htmlFor=\"hh-contact-name\">\n {tr('brainyrich.households.form.contactName', 'Primary contact')}\n </Label>\n <Input\n id=\"hh-contact-name\"\n value={form.primaryContactName}\n onChange={(e) => setField('primaryContactName', e.target.value)}\n placeholder={tr('brainyrich.households.form.contactNamePh', 'Full name')}\n />\n </div>\n\n <div className=\"space-y-2\">\n <Label htmlFor=\"hh-contact-email\">\n {tr('brainyrich.households.form.contactEmail', 'Contact email')}\n </Label>\n <Input\n id=\"hh-contact-email\"\n type=\"email\"\n value={form.primaryContactEmail}\n onChange={(e) => setField('primaryContactEmail', e.target.value)}\n placeholder=\"name@example.com\"\n />\n </div>\n </div>\n\n <div className=\"grid gap-4 sm:grid-cols-2\">\n <div className=\"space-y-2\">\n <Label>{tr('brainyrich.households.form.currency', 'Currency')}</Label>\n <Select value={form.currency} onValueChange={(v) => setField('currency', v)}>\n <SelectTrigger>\n <SelectValue />\n </SelectTrigger>\n <SelectContent>\n {CURRENCY_OPTIONS.map((c) => (\n <SelectItem key={c} value={c}>\n {c}\n </SelectItem>\n ))}\n </SelectContent>\n </Select>\n </div>\n\n {!editing ? (\n <div className=\"space-y-2\">\n <Label htmlFor=\"hh-advisor\">\n {tr('brainyrich.households.form.advisor', 'Advisor ID')}\n </Label>\n <Input\n id=\"hh-advisor\"\n value={form.advisorId}\n onChange={(e) => setField('advisorId', e.target.value)}\n placeholder={tr('brainyrich.households.form.advisorPh', 'Optional')}\n />\n </div>\n ) : null}\n </div>\n\n {editing ? (\n <TagField\n entityType=\"brainyrich-household\"\n entityId={editing.id}\n label={tr('brainyrich.households.form.tags', 'Tags')}\n />\n ) : (\n <div className=\"space-y-2\">\n <Label htmlFor=\"hh-tags\">{tr('brainyrich.households.form.tags', 'Tags')}</Label>\n <Input\n id=\"hh-tags\"\n value={form.tags}\n onChange={(e) => setField('tags', e.target.value)}\n placeholder={tr('brainyrich.households.form.tagsPh', 'Comma-separated')}\n />\n </div>\n )}\n\n <div className=\"space-y-2\">\n <Label htmlFor=\"hh-notes\">{tr('brainyrich.households.form.notes', 'Notes')}</Label>\n <Textarea\n id=\"hh-notes\"\n value={form.notes}\n onChange={(e) => setField('notes', e.target.value)}\n rows={3}\n />\n </div>\n\n <ResponsiveDialogFooter>\n <ResponsiveDialogClose asChild>\n <Button type=\"button\" variant=\"outline\">\n {tr('brainyrich.common.cancel', 'Cancel')}\n </Button>\n </ResponsiveDialogClose>\n <Button type=\"submit\" disabled={!canSubmit}>\n {submitting\n ? tr('brainyrich.common.saving', 'Saving…')\n : editing\n ? tr('brainyrich.common.save', 'Save changes')\n : tr('brainyrich.households.form.create', 'Create household')}\n </Button>\n </ResponsiveDialogFooter>\n </form>\n </ResponsiveDialogContent>\n </ResponsiveDialog>\n );\n}\n\n// ============================================================================\n// Detail sheet\n// ============================================================================\n\ninterface HouseholdDetailSheetProps {\n householdId: string \| undefined;\n onClose: () => void;\n onEdit: (h: BraHousehold) => void;\n tr: (key: string, fallback: string, params?: Record<string, string \| number>) => string;\n}\n\nfunction HouseholdDetailSheet({ householdId, onClose, onEdit, tr }: HouseholdDetailSheetProps) {\n const { data: household, isLoading, isError, refetch } = useHousehold(householdId);\n const { data: accounts } = useAccounts(householdId ? { householdId } : {});\n const { data: portfolios } = usePortfolios(householdId ? { householdId } : {});\n const { data: goals } = useGoals(householdId ? { householdId } : {});\n\n const open = Boolean(householdId);\n\n const accountRows = useMemo(\n () =>\n [...accounts]\n .map((a) => ({ account: a, value: accountValue(a) }))\n .sort((x, y) => y.value - x.value),\n [accounts]\n );\n const invested = accountRows.reduce((s, r) => s + r.value, 0);\n const allocDonut: DonutDatum[] = accountRows\n .filter((r) => r.value > 0)\n .slice(0, 6)\n .map((r) => ({ label: r.account.name, value: r.value }));\n\n return (\n <Sheet open={open} onOpenChange={(o) => (!o ? onClose() : undefined)}>\n <SheetContent className=\"flex w-full flex-col gap-0 overflow-y-auto p-0 sm:max-w-xl\">\n {isLoading ? (\n <div className=\"p-6\">\n <LoadingState rows={4} />\n </div>\n ) : isError ? (\n <div className=\"p-6\">\n <ErrorState\n title={tr('brainyrich.households.detail.error', 'Could not load household')}\n onRetry={() => refetch()}\n />\n </div>\n ) : !household ? (\n <div className=\"p-6\">\n <EmptyState\n icon={<Users className=\"size-6\" aria-hidden=\"true\" />}\n title={tr('brainyrich.households.detail.missing', 'Household not found')}\n />\n </div>\n ) : (\n <div className=\"space-y-5 p-6\">\n <SheetHeader className=\"space-y-2 p-0 text-left\">\n <SheetTitle className=\"text-xl\">{household.name}</SheetTitle>\n <SheetDescription className=\"sr-only\">\n {tr('brainyrich.households.detail.subtitle', 'Household overview')}\n </SheetDescription>\n <div className=\"flex flex-wrap items-center gap-2 pt-1\">\n <Badge variant={statusBadgeVariant(household.status)}>{household.status}</Badge>\n <Badge variant=\"secondary\">{household.riskProfile}</Badge>\n </div>\n </SheetHeader>\n\n {/ Hero — AUM + primary contact on a glass surface with emerald glow /}\n <GlassCard glow>\n <div className=\"grid grid-cols-1 gap-4 sm:grid-cols-2\">\n <div>\n <p className=\"text-xs uppercase tracking-wide text-text-secondary\">\n {tr('brainyrich.households.detail.aum', 'AUM')}\n </p>\n <p className=\"mt-1 text-3xl font-semibold tracking-tight text-text-primary\">\n {formatMoney(household.aum, household.currency)}\n </p>\n <p className=\"mt-1 text-xs text-text-secondary\">{household.currency}</p>\n </div>\n <div className=\"sm:text-right\">\n <p className=\"text-xs uppercase tracking-wide text-text-secondary\">\n {tr('brainyrich.households.detail.contact', 'Primary contact')}\n </p>\n <p className=\"mt-1 text-base font-medium text-text-primary\">\n {household.primaryContactName ?? '—'}\n </p>\n {household.primaryContactEmail ? (\n <a\n href={`mailto:${household.primaryContactEmail}`}\n className=\"mt-0.5 inline-flex items-center gap-1 text-xs text-text-secondary hover:text-[var(--color-action-primary-text)] sm:justify-end\"\n >\n <Mail className=\"size-3\" aria-hidden=\"true\" />\n {household.primaryContactEmail}\n </a>\n ) : null}\n </div>\n </div>\n </GlassCard>\n\n {/ Portfolio counts /}\n <div className=\"grid grid-cols-3 gap-3\">\n <SummaryTile\n icon={<Wallet className=\"size-4\" aria-hidden=\"true\" />}\n label={tr('brainyrich.households.detail.accounts', 'Accounts')}\n value={String(accounts.length)}\n />\n <SummaryTile\n icon={<Briefcase className=\"size-4\" aria-hidden=\"true\" />}\n label={tr('brainyrich.households.detail.portfolios', 'Portfolios')}\n value={String(portfolios.length)}\n />\n <SummaryTile\n icon={<Target className=\"size-4\" aria-hidden=\"true\" />}\n label={tr('brainyrich.households.detail.goals', 'Goals')}\n value={String(goals.length)}\n />\n </div>\n\n {household.tags.length > 0 ? (\n <div className=\"flex flex-wrap gap-1\">\n {household.tags.map((tag) => (\n <Badge key={tag} variant=\"outline\">\n {tag}\n </Badge>\n ))}\n </div>\n ) : null}\n\n <Tabs defaultValue=\"overview\" className=\"w-full\">\n <TabsList className=\"w-full justify-start overflow-x-auto\">\n <TabsTrigger value=\"overview\">\n {tr('brainyrich.households.tab.overview', 'Overview')}\n </TabsTrigger>\n <TabsTrigger value=\"accounts\">\n {tr('brainyrich.households.detail.accounts', 'Accounts')}\n </TabsTrigger>\n <TabsTrigger value=\"goals\">\n {tr('brainyrich.households.detail.goals', 'Goals')}\n </TabsTrigger>\n <TabsTrigger value=\"documents\">\n {tr('brainyrich.households.detail.documents', 'Documents')}\n </TabsTrigger>\n <TabsTrigger value=\"discussion\">\n {tr('brainyrich.households.detail.discussion', 'Discussion')}\n </TabsTrigger>\n </TabsList>\n\n {/ Overview /}\n <TabsContent value=\"overview\" className=\"mt-4 space-y-4\">\n {allocDonut.length > 0 ? (\n <Card>\n <CardContent className=\"p-4\">\n <h3 className=\"mb-3 text-sm font-medium text-text-primary\">\n {tr('brainyrich.households.detail.allocation', 'Where assets sit')}\n </h3>\n <DonutChart\n data={allocDonut}\n centerValue={formatCompact(invested, household.currency)}\n centerLabel={tr('brainyrich.households.detail.invested', 'Invested')}\n height={200}\n valueFormatter={(v) => formatMoney(v, household.currency)}\n />\n </CardContent>\n </Card>\n ) : null}\n\n <Card>\n <CardContent className=\"space-y-3 p-4 text-sm\">\n <div className=\"flex items-center justify-between gap-4\">\n <span className=\"text-text-secondary\">\n {tr('brainyrich.households.detail.advisor', 'Advisor')}\n </span>\n <span className=\"text-right font-medium text-text-primary\">\n {household.advisorId ? (\n <ActorName id={household.advisorId} />\n ) : (\n tr('brainyrich.common.unassigned', 'Unassigned')\n )}\n </span>\n </div>\n <Separator />\n <DetailRow\n label={tr('brainyrich.households.detail.created', 'Created')}\n value={formatDate(household.createdAt)}\n />\n <DetailRow\n label={tr('brainyrich.households.detail.updated', 'Last updated')}\n value={formatDate(household.updatedAt)}\n />\n </CardContent>\n </Card>\n\n {household.notes ? (\n <Card>\n <CardContent className=\"space-y-1 p-4\">\n <p className=\"text-xs font-medium uppercase tracking-wide text-text-secondary\">\n {tr('brainyrich.households.detail.summary', 'Summary')}\n </p>\n <p className=\"text-sm text-text-primary\">{household.notes}</p>\n </CardContent>\n </Card>\n ) : null}\n\n <Card>\n <CardContent className=\"p-4\">\n <TagField entityType=\"brainyrich-household\" entityId={household.id} />\n </CardContent>\n </Card>\n </TabsContent>\n\n {/ Accounts /}\n <TabsContent value=\"accounts\" className=\"mt-4 space-y-2\">\n {accountRows.length === 0 ? (\n <EmptyState\n icon={<Wallet className=\"size-6\" aria-hidden=\"true\" />}\n title={tr('brainyrich.households.detail.noAccounts', 'No accounts linked')}\n />\n ) : (\n accountRows.map(({ account, value }) => (\n <div\n key={account.id}\n className=\"flex items-center justify-between gap-3 rounded-lg border border-border-subtle bg-bg-surface p-3 transition-colors hover:border-[var(--color-action-primary-border)]\"\n >\n <div className=\"min-w-0\">\n <p className=\"truncate text-sm font-medium text-text-primary\">\n {account.name}\n </p>\n <p className=\"text-xs text-text-secondary\">\n {account.institution ?? account.type}\n {account.accountMask ? ` ·••${account.accountMask}` : ''}\n </p>\n </div>\n <span className=\"shrink-0 text-sm font-semibold tabular-nums text-status-success-text\">\n {formatMoney(value, account.currency)}\n </span>\n </div>\n ))\n )}\n </TabsContent>\n\n {/ Goals /}\n <TabsContent value=\"goals\" className=\"mt-4 space-y-2\">\n {goals.length === 0 ? (\n <EmptyState\n icon={<Target className=\"size-6\" aria-hidden=\"true\" />}\n title={tr('brainyrich.households.detail.noGoals', 'No goals set')}\n />\n ) : (\n goals.map((g: BraGoal) => (\n <div\n key={g.id}\n className=\"flex items-center justify-between gap-3 rounded-lg border border-border-subtle bg-bg-surface p-3\"\n >\n <div className=\"min-w-0\">\n <p className=\"truncate text-sm font-medium text-text-primary\">{g.name}</p>\n <p className=\"text-xs text-text-secondary\">\n {tr('brainyrich.households.detail.goalTarget', 'Target')}{' '}\n {formatMoney(g.targetAmount, g.currency)} · {formatDate(g.targetDate)}\n </p>\n </div>\n <Badge variant={statusBadgeVariant(g.projection)} className=\"shrink-0\">\n {g.projection.replace(/_/g, ' ')}\n </Badge>\n </div>\n ))\n )}\n </TabsContent>\n\n {/ Documents /}\n <TabsContent value=\"documents\" className=\"mt-4\">\n <DocumentsPanel\n entityType=\"brainyrich-household\"\n entityId={household.id}\n heading={tr('brainyrich.households.detail.documents', 'Documents')}\n />\n </TabsContent>\n\n {/ Discussion */}\n <TabsContent value=\"discussion\" className=\"mt-4\">\n <CommentThread\n entityType=\"brainyrich-household\"\n entityId={household.id}\n heading={tr('brainyrich.households.detail.discussion', 'Discussion')}\n />\n </TabsContent>\n </Tabs>\n\n <Button variant=\"outline\" className=\"w-full\" onClick={() => onEdit(household)}>\n <Pencil className=\"size-4\" aria-hidden=\"true\" />\n {tr('brainyrich.households.action.edit', 'Edit')}\n </Button>\n </div>\n )}\n </SheetContent>\n </Sheet>\n );\n}\n\nfunction SummaryTile({ icon, label, value }: { icon: ReactNode; label: string; value: string }) {\n return (\n <div className=\"rounded-lg border border-border-subtle bg-bg-surface p-3 text-center transition-shadow motion-safe:hover:shadow-[var(--shadow-pop-hover,var(--shadow-elevation-2))]\">\n <div className=\"mx-auto mb-1 flex size-8 items-center justify-center rounded-full bg-bg-sunken text-text-secondary\">\n {icon}\n </div>\n <p className=\"text-lg font-semibold text-text-primary\">{value}</p>\n <p className=\"text-xs text-text-secondary\">{label}</p>\n </div>\n );\n}\n\nfunction DetailRow({ label, value }: { label: string; value: string }) {\n return (\n <div className=\"flex items-center justify-between gap-4\">\n <span className=\"text-text-secondary\">{label}</span>\n <span className=\"text-right font-medium text-text-primary\">{value}</span>\n </div>\n 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1	+ {"version":3,"file":"FamilyPage.js","names":[],"sources":["../../../src/brainyrich/pages/FamilyPage.tsx"],"sourcesContent":["import { useMemo, useState, type ReactNode } from 'react';\nimport {\n Badge,\n Button,\n Card,\n CardContent,\n ResponsiveDialog,\n ResponsiveDialogClose,\n ResponsiveDialogContent,\n ResponsiveDialogDescription,\n ResponsiveDialogFooter,\n ResponsiveDialogHeader,\n ResponsiveDialogTitle,\n DropdownMenu,\n DropdownMenuContent,\n DropdownMenuItem,\n DropdownMenuSeparator,\n DropdownMenuTrigger,\n Input,\n Label,\n Select,\n SelectContent,\n SelectItem,\n SelectTrigger,\n SelectValue,\n Separator,\n Sheet,\n SheetContent,\n SheetDescription,\n SheetHeader,\n SheetTitle,\n Table,\n TableBody,\n TableCell,\n TableHead,\n TableHeader,\n TableRow,\n Tabs,\n TabsContent,\n TabsList,\n TabsTrigger,\n Textarea,\n} from '@burdenoff/fe-libs/ui';\nimport {\n Users,\n MoreHorizontal,\n Pencil,\n Archive,\n Eye,\n Mail,\n Wallet,\n Target,\n Briefcase,\n Building2,\n TrendingUp,\n UserCircle2,\n} from 'lucide-react';\nimport { useI18n } from '@burdenoff/fe-libs/shared/providers/shell/I18nProvider';\nimport { tWithFallback } from '../utils/i18n';\nimport {\n usePagedHouseholds,\n useHousehold,\n useCreateHousehold,\n useUpdateHousehold,\n useArchiveHousehold,\n useAccounts,\n usePortfolios,\n useGoals,\n} from '../hooks/useBrainyRichApi';\nimport {\n ConfirmDialog,\n LoadMore,\n ActorName,\n StatTile,\n GlassCard,\n FadeIn,\n DonutChart,\n type DonutDatum,\n} from '../components';\nimport { TagField } from '../components/reuse/TagField';\nimport { HOUSEHOLD_ENTITY_TYPE, HouseholdDetailRail } from '../components/HouseholdDetailRail';\nimport { DocumentsPanel } from '../components/reuse/DocumentsPanel';\nimport { hapticSuccess, showToast } from '../utils/nativeControls';\nimport { useTrackBrainyRichPageView } from '../hooks/useBrainyRichAnalytics';\nimport type {\n BraHousehold,\n BraHouseholdStatus,\n BraRiskProfile,\n BraCreateHouseholdInput,\n BraUpdateHouseholdInput,\n BraAccount,\n BraGoal,\n BraPortfolio,\n} from '../types/bra';\nimport {\n SectionShell,\n EmptyState,\n LoadingState,\n ErrorState,\n formatMoney,\n formatCompact,\n formatDate,\n formatPct,\n statusBadgeVariant,\n} from './_shared';\n\nconst STATUS_OPTIONS: BraHouseholdStatus[] = ['PROSPECT', 'ONBOARDING', 'ACTIVE', 'INACTIVE'];\nconst RISK_OPTIONS: BraRiskProfile[] = [\n 'CONSERVATIVE',\n 'MODERATE',\n 'BALANCED',\n 'GROWTH',\n 'AGGRESSIVE',\n];\nconst CURRENCY_OPTIONS = ['USD', 'EUR', 'GBP', 'INR', 'AED', 'SGD'];\n\n/** Per-status donut tone (semantic — colour is never the only signal). /\nconst STATUS_TONE: Record<BraHouseholdStatus, DonutDatum['tone']> = {\n ACTIVE: 'brand',\n ONBOARDING: 'info',\n PROSPECT: 'warning',\n INACTIVE: 'neutral',\n};\n\ninterface HouseholdFormState {\n name: string;\n status: BraHouseholdStatus;\n riskProfile: BraRiskProfile;\n currency: string;\n advisorId: string;\n primaryContactName: string;\n primaryContactEmail: string;\n notes: string;\n tags: string;\n}\n\nconst emptyForm: HouseholdFormState = {\n name: '',\n status: 'PROSPECT',\n riskProfile: 'BALANCED',\n currency: 'USD',\n advisorId: '',\n primaryContactName: '',\n primaryContactEmail: '',\n notes: '',\n tags: '',\n};\n\nfunction toTags(raw: string): string[] {\n return raw\n .split(',')\n .map((t) => t.trim())\n .filter(Boolean);\n}\n\n/* Real market value of an account: settled cash + marked-to-market holdings. /\nfunction accountValue(a: BraAccount): number {\n const holdings = (a.holdings ?? []).reduce(\n (sum, h) => sum + (Number.isFinite(h.marketValue) ? h.marketValue : 0),\n 0\n );\n const cash = Number.isFinite(a.cashBalance) ? a.cashBalance : 0;\n return cash + holdings;\n}\n\nexport function FamilyPage() {\n const { t } = useI18n();\n const tr = (key: string, fallback: string, params?: Record<string, string \| number>) =>\n tWithFallback(t, key, fallback, params);\n\n useTrackBrainyRichPageView('brainyrich.family.viewed');\n\n const {\n items: households,\n hasMore,\n loadMore,\n isLoading,\n isFetchingNextPage,\n isError,\n refetch,\n } = usePagedHouseholds();\n\n const createHousehold = useCreateHousehold();\n const updateHousehold = useUpdateHousehold();\n const archiveHousehold = useArchiveHousehold();\n\n const [formOpen, setFormOpen] = useState(false);\n const [editing, setEditing] = useState<BraHousehold \| null>(null);\n const [form, setForm] = useState<HouseholdFormState>(emptyForm);\n const [detailId, setDetailId] = useState<string \| undefined>(undefined);\n const [archiveTarget, setArchiveTarget] = useState<BraHousehold \| null>(null);\n\n const setField = <K extends keyof HouseholdFormState>(key: K, value: HouseholdFormState[K]) =>\n setForm((prev) => ({ ...prev, [key]: value }));\n\n const openCreate = () => {\n setEditing(null);\n setForm(emptyForm);\n setFormOpen(true);\n };\n\n const openEdit = (h: BraHousehold) => {\n setEditing(h);\n setForm({\n name: h.name,\n status: h.status,\n riskProfile: h.riskProfile,\n currency: h.currency,\n advisorId: h.advisorId ?? '',\n primaryContactName: h.primaryContactName ?? '',\n primaryContactEmail: h.primaryContactEmail ?? '',\n notes: h.notes ?? '',\n tags: h.tags.join(', '),\n });\n setFormOpen(true);\n };\n\n const firm = useMemo(() => {\n const currency = households[0]?.currency ?? 'USD';\n const total = households.length;\n const active = households.filter((h) => h.status === 'ACTIVE').length;\n const prospects = households.filter((h) => h.status === 'PROSPECT').length;\n const onboarding = households.filter((h) => h.status === 'ONBOARDING').length;\n const aum = households.reduce((sum, h) => sum + (Number.isFinite(h.aum) ? h.aum : 0), 0);\n\n // AUM grouped by advisor (empty advisorId → unassigned bucket).\n const byAdvisor = new Map<string, number>();\n for (const h of households) {\n const key = h.advisorId?.trim() \|\| '';\n byAdvisor.set(key, (byAdvisor.get(key) ?? 0) + (Number.isFinite(h.aum) ? h.aum : 0));\n }\n const advisors = Array.from(byAdvisor.entries())\n .map(([advisorId, value]) => ({ advisorId, value }))\n .sort((a, b) => b.value - a.value);\n const advisorCount = advisors.filter((a) => a.advisorId).length;\n const advisorMax = advisors.reduce((m, a) => Math.max(m, a.value), 0);\n\n // Book mix by status → donut.\n const statusMix: DonutDatum[] = (STATUS_OPTIONS as BraHouseholdStatus[])\n .map((s) => ({\n label: s.charAt(0) + s.slice(1).toLowerCase(),\n value: households.filter((h) => h.status === s).length,\n tone: STATUS_TONE[s],\n }))\n .filter((d) => d.value > 0);\n\n return {\n currency,\n total,\n active,\n prospects,\n onboarding,\n aum,\n advisors,\n advisorCount,\n advisorMax,\n statusMix,\n };\n }, [households]);\n\n const submitting = createHousehold.isPending \|\| updateHousehold.isPending;\n const canSubmit = form.name.trim().length > 0 && !submitting;\n\n const handleSubmit = () => {\n if (!canSubmit) return;\n if (editing) {\n const input: BraUpdateHouseholdInput = {\n name: form.name.trim(),\n status: form.status,\n riskProfile: form.riskProfile,\n currency: form.currency,\n primaryContactName: form.primaryContactName.trim() \|\| null,\n primaryContactEmail: form.primaryContactEmail.trim() \|\| null,\n notes: form.notes.trim() \|\| null,\n tags: toTags(form.tags),\n };\n updateHousehold.mutate(\n { id: editing.id, input },\n {\n onSuccess: () => {\n hapticSuccess();\n void showToast(tr('brainyrich.households.saved', 'Household saved'));\n setFormOpen(false);\n },\n }\n );\n } else {\n const input: BraCreateHouseholdInput = {\n name: form.name.trim(),\n status: form.status,\n riskProfile: form.riskProfile,\n currency: form.currency,\n primaryContactName: form.primaryContactName.trim() \|\| null,\n primaryContactEmail: form.primaryContactEmail.trim() \|\| null,\n notes: form.notes.trim() \|\| null,\n tags: toTags(form.tags),\n };\n if (form.advisorId.trim()) input.advisorId = form.advisorId.trim();\n createHousehold.mutate(input, {\n onSuccess: () => {\n hapticSuccess();\n void showToast(tr('brainyrich.households.created', 'Household created'));\n setFormOpen(false);\n },\n });\n }\n };\n\n const showFirm = !isLoading && !isError && households.length > 0;\n\n return (\n <div data-tour=\"brainyrich-page-households\" className=\"contents\">\n <SectionShell\n title={tr('brainyrich.households.title', 'Households')}\n description={tr(\n 'brainyrich.households.description',\n 'Client households and family units under advisement'\n )}\n badges={\n households.length\n ? [\n tr('brainyrich.households.count', '{count} households', {\n count: households.length,\n }),\n ]\n : []\n }\n actionLabel={tr('brainyrich.households.new', 'New household')}\n onAction={openCreate}\n >\n {showFirm ? (\n <FirmOverview firm={firm} tr={tr} />\n ) : (\n <div className=\"grid gap-4 md:grid-cols-2 xl:grid-cols-4\">\n <StatTile label={tr('brainyrich.households.kpi.aum', 'Total AUM')} value=\"—\" glow />\n <StatTile label={tr('brainyrich.households.kpi.total', 'Households')} value=\"—\" />\n <StatTile label={tr('brainyrich.households.kpi.active', 'Active')} value=\"—\" />\n <StatTile label={tr('brainyrich.households.kpi.prospects', 'Prospects')} value=\"—\" />\n </div>\n )}\n\n {isLoading ? (\n <LoadingState rows={5} />\n ) : isError ? (\n <ErrorState\n title={tr('brainyrich.households.error.title', 'Could not load households')}\n onRetry={() => refetch()}\n />\n ) : households.length === 0 ? (\n <EmptyState\n icon={<Users className=\"size-6\" aria-hidden=\"true\" />}\n title={tr('brainyrich.households.empty.title', 'No households yet')}\n description={tr(\n 'brainyrich.households.empty.description',\n 'Create your first client household to start organizing accounts, portfolios and goals.'\n )}\n action={\n <Button size=\"sm\" onClick={openCreate}>\n {tr('brainyrich.households.new', 'New household')}\n </Button>\n }\n />\n ) : (\n <FadeIn as=\"section\">\n <Card className=\"overflow-hidden\">\n <CardContent className=\"p-0\">\n <div className=\"overflow-x-auto\">\n <Table>\n <TableHeader>\n <TableRow className=\"hover:bg-transparent\">\n <TableHead>{tr('brainyrich.households.col.name', 'Household')}</TableHead>\n <TableHead>{tr('brainyrich.households.col.status', 'Status')}</TableHead>\n <TableHead className=\"hidden md:table-cell\">\n {tr('brainyrich.households.col.risk', 'Risk profile')}\n </TableHead>\n <TableHead className=\"hidden lg:table-cell\">\n {tr('brainyrich.households.col.contact', 'Primary contact')}\n </TableHead>\n <TableHead className=\"hidden sm:table-cell\">\n {tr('brainyrich.households.col.advisor', 'Advisor')}\n </TableHead>\n <TableHead className=\"text-right\">\n {tr('brainyrich.households.col.aum', 'AUM')}\n </TableHead>\n <TableHead className=\"w-12 text-right\">\n <span className=\"sr-only\">\n {tr('brainyrich.households.col.actions', 'Actions')}\n </span>\n </TableHead>\n </TableRow>\n </TableHeader>\n <TableBody>\n {households.map((h) => {\n const share = firm.aum > 0 ? Math.min(100, (h.aum / firm.aum) 100) : 0;\n return (\n <TableRow\n key={h.id}\n className=\"group cursor-pointer transition-colors\"\n onClick={() => setDetailId(h.id)}\n >\n <TableCell>\n <span className=\"font-medium text-text-primary transition-colors group-hover:text-[var(--color-action-primary-text)]\">\n {h.name}\n </span>\n {h.tags.length > 0 ? (\n <div className=\"mt-1 flex flex-wrap gap-1\">\n {h.tags.slice(0, 3).map((tag) => (\n <Badge key={tag} variant=\"outline\" className=\"text-xs\">\n {tag}\n </Badge>\n ))}\n {h.tags.length > 3 ? (\n <Badge variant=\"outline\" className=\"text-xs\">\n +{h.tags.length - 3}\n </Badge>\n ) : null}\n </div>\n ) : null}\n </TableCell>\n <TableCell>\n <Badge variant={statusBadgeVariant(h.status)}>{h.status}</Badge>\n </TableCell>\n <TableCell className=\"hidden md:table-cell\">\n <Badge variant=\"secondary\">{h.riskProfile}</Badge>\n </TableCell>\n <TableCell className=\"hidden lg:table-cell\">\n {h.primaryContactName ? (\n <div className=\"space-y-0.5\">\n <p className=\"text-sm text-text-primary\">\n {h.primaryContactName}\n </p>\n {h.primaryContactEmail ? (\n <p className=\"flex items-center gap-1 text-xs text-text-secondary\">\n <Mail className=\"size-3\" aria-hidden=\"true\" />\n {h.primaryContactEmail}\n </p>\n ) : null}\n </div>\n ) : (\n <span className=\"text-sm text-text-muted\">—</span>\n )}\n </TableCell>\n <TableCell className=\"hidden sm:table-cell\">\n {h.advisorId ? (\n <span className=\"flex items-center gap-1.5 text-sm text-text-secondary\">\n <UserCircle2 className=\"size-3.5\" aria-hidden=\"true\" />\n <ActorName id={h.advisorId} />\n </span>\n ) : (\n <span className=\"text-sm text-text-muted\">\n {tr('brainyrich.common.unassigned', 'Unassigned')}\n </span>\n )}\n </TableCell>\n <TableCell className=\"text-right\">\n <div className=\"flex flex-col items-end gap-1\">\n <span className=\"font-medium tabular-nums text-text-primary\">\n {formatMoney(h.aum, h.currency)}\n </span>\n <span\n className=\"h-1 w-16 overflow-hidden rounded-full bg-bg-sunken\"\n aria-hidden=\"true\"\n >\n <span\n className=\"block h-full rounded-full bg-[var(--color-action-primary-bg)]\"\n style={{ width: `${share}%` }}\n />\n </span>\n </div>\n </TableCell>\n <TableCell className=\"text-right\" onClick={(e) => e.stopPropagation()}>\n <DropdownMenu>\n <DropdownMenuTrigger asChild>\n <Button\n variant=\"ghost\"\n size=\"icon\"\n aria-label={tr(\n 'brainyrich.households.rowMenu',\n 'Household actions'\n )}\n >\n <MoreHorizontal className=\"size-4\" aria-hidden=\"true\" />\n </Button>\n </DropdownMenuTrigger>\n <DropdownMenuContent align=\"end\">\n <DropdownMenuItem onClick={() => setDetailId(h.id)}>\n <Eye className=\"size-4\" aria-hidden=\"true\" />\n {tr('brainyrich.households.action.view', 'View details')}\n </DropdownMenuItem>\n <DropdownMenuItem onClick={() => openEdit(h)}>\n <Pencil className=\"size-4\" aria-hidden=\"true\" />\n {tr('brainyrich.households.action.edit', 'Edit')}\n </DropdownMenuItem>\n <DropdownMenuSeparator />\n <DropdownMenuItem\n className=\"text-status-error-text focus:text-status-error-text\"\n onClick={() => setArchiveTarget(h)}\n >\n <Archive className=\"size-4\" aria-hidden=\"true\" />\n {tr('brainyrich.households.action.archive', 'Archive')}\n </DropdownMenuItem>\n </DropdownMenuContent>\n </DropdownMenu>\n </TableCell>\n </TableRow>\n );\n })}\n </TableBody>\n </Table>\n </div>\n </CardContent>\n </Card>\n </FadeIn>\n )}\n\n {!isLoading && !isError && households.length > 0 ? (\n <LoadMore\n hasMore={hasMore}\n onClick={loadMore}\n loading={isFetchingNextPage}\n label={tr('brainyrich.households.loadMore', 'Load more households')}\n />\n ) : null}\n\n <HouseholdFormDialog\n open={formOpen}\n onOpenChange={setFormOpen}\n editing={editing}\n form={form}\n setField={setField}\n onSubmit={handleSubmit}\n canSubmit={canSubmit}\n submitting={submitting}\n tr={tr}\n />\n\n <HouseholdDetailSheet\n householdId={detailId}\n onClose={() => setDetailId(undefined)}\n onEdit={(h) => {\n setDetailId(undefined);\n openEdit(h);\n }}\n tr={tr}\n />\n\n <ConfirmDialog\n open={Boolean(archiveTarget)}\n onOpenChange={(o) => (!o ? setArchiveTarget(null) : undefined)}\n title={tr('brainyrich.households.archive.title', 'Archive household?')}\n description={tr(\n 'brainyrich.households.archive.description',\n 'Archiving “{name}” removes it from the active list. You can still access its records, but it will no longer appear here.',\n { name: archiveTarget?.name ?? '' }\n )}\n confirmLabel={tr('brainyrich.households.action.archive', 'Archive')}\n pendingLabel={tr('brainyrich.households.archive.pending', 'Archiving…')}\n destructive\n pending={archiveHousehold.isPending}\n onConfirm={() => {\n if (!archiveTarget) return;\n archiveHousehold.mutate(archiveTarget.id, {\n onSuccess: () => {\n hapticSuccess();\n void showToast(\n tr('brainyrich.households.archived', 'Household archived', {\n name: archiveTarget.name,\n })\n );\n setArchiveTarget(null);\n },\n });\n }}\n />\n </SectionShell>\n </div>\n );\n}\n\n// ============================================================================\n// Firm overview — practice-wide KPIs + AUM-by-advisor + book mix\n// ============================================================================\n\ninterface FirmData {\n currency: string;\n total: number;\n active: number;\n prospects: number;\n onboarding: number;\n aum: number;\n advisors: { advisorId: string; value: number }[];\n advisorCount: number;\n advisorMax: number;\n statusMix: DonutDatum[];\n}\n\nfunction FirmOverview({\n firm,\n tr,\n}: {\n firm: FirmData;\n tr: (key: string, fallback: string, params?: Record<string, string \| number>) => string;\n}) {\n return (\n <FadeIn as=\"section\" className=\"space-y-4\">\n <div className=\"grid gap-4 md:grid-cols-2 xl:grid-cols-4\">\n <StatTile\n label={tr('brainyrich.households.kpi.aum', 'Total AUM')}\n value={formatMoney(firm.aum, firm.currency)}\n glow\n icon={<Wallet className=\"size-4\" aria-hidden=\"true\" />}\n />\n <StatTile\n label={tr('brainyrich.households.kpi.total', 'Households')}\n value={String(firm.total)}\n icon={<Users className=\"size-4\" aria-hidden=\"true\" />}\n />\n <StatTile\n label={tr('brainyrich.households.kpi.active', 'Active')}\n value={String(firm.active)}\n icon={<TrendingUp className=\"size-4\" aria-hidden=\"true\" />}\n />\n <StatTile\n label={tr('brainyrich.households.kpi.prospects', 'Prospects')}\n value={String(firm.prospects)}\n icon={<Target className=\"size-4\" aria-hidden=\"true\" />}\n />\n </div>\n\n <div className=\"grid gap-4 lg:grid-cols-3\">\n <GlassCard className=\"lg:col-span-2\">\n <div className=\"mb-4 flex items-center justify-between gap-2\">\n <div>\n <h2 className=\"text-sm font-semibold text-text-primary\">\n {tr('brainyrich.households.firm.byAdvisor', 'AUM by advisor')}\n </h2>\n <p className=\"text-xs text-text-secondary\">\n {tr('brainyrich.households.firm.advisorCount', '{count} advisors', {\n count: firm.advisorCount,\n })}\n </p>\n </div>\n <Building2 className=\"size-4 text-text-secondary\" aria-hidden=\"true\" />\n </div>\n <ul\n className=\"space-y-3.5\"\n aria-label={tr('brainyrich.households.firm.byAdvisor', 'AUM by advisor')}\n >\n {firm.advisors.map((a) => {\n const width =\n firm.advisorMax > 0 ? Math.max(2, (a.value / firm.advisorMax) * 100) : 0;\n return (\n <li key={a.advisorId \|\| 'unassigned'} className=\"space-y-1.5\">\n <div className=\"flex items-center justify-between gap-3 text-xs\">\n <span className=\"flex items-center gap-1.5 truncate font-medium text-text-primary\">\n <UserCircle2\n className=\"size-3.5 shrink-0 text-text-secondary\"\n aria-hidden=\"true\"\n />\n {a.advisorId ? (\n <ActorName id={a.advisorId} />\n ) : (\n tr('brainyrich.common.unassigned', 'Unassigned')\n )}\n </span>\n <span className=\"shrink-0 tabular-nums text-text-secondary\">\n {formatCompact(a.value, firm.currency)}\n </span>\n </div>\n <div\n className=\"h-2 w-full overflow-hidden rounded-full bg-bg-sunken\"\n role=\"progressbar\"\n aria-valuenow={Math.round(width)}\n aria-valuemin={0}\n aria-valuemax={100}\n aria-label={a.advisorId \|\| 'Unassigned'}\n >\n <div\n className=\"h-full rounded-full bg-[var(--color-action-primary-bg)] transition-[width] duration-500 ease-out\"\n style={{ width: `${width}%` }}\n />\n </div>\n </li>\n );\n })}\n </ul>\n </GlassCard>\n\n <GlassCard>\n <div className=\"mb-2 flex items-center justify-between gap-2\">\n <h2 className=\"text-sm font-semibold text-text-primary\">\n {tr('brainyrich.households.firm.bookMix', 'Book by status')}\n </h2>\n </div>\n {firm.statusMix.length > 0 ? (\n <DonutChart\n data={firm.statusMix}\n centerValue={String(firm.total)}\n centerLabel={tr('brainyrich.households.kpi.total', 'Households')}\n legend\n height={200}\n valueFormatter={(v) => String(v)}\n />\n ) : (\n <p className=\"text-sm text-text-secondary\">\n {tr('brainyrich.households.firm.noMix', 'No households to chart yet.')}\n </p>\n )}\n </GlassCard>\n </div>\n </FadeIn>\n );\n}\n\n// ============================================================================\n// Create / edit dialog\n// ============================================================================\n\ninterface HouseholdFormDialogProps {\n open: boolean;\n onOpenChange: (open: boolean) => void;\n editing: BraHousehold \| null;\n form: HouseholdFormState;\n setField: <K extends keyof HouseholdFormState>(key: K, value: HouseholdFormState[K]) => void;\n onSubmit: () => void;\n canSubmit: boolean;\n submitting: boolean;\n tr: (key: string, fallback: string, params?: Record<string, string \| number>) => string;\n}\n\nfunction HouseholdFormDialog({\n open,\n onOpenChange,\n editing,\n form,\n setField,\n onSubmit,\n canSubmit,\n submitting,\n tr,\n}: HouseholdFormDialogProps) {\n return (\n <ResponsiveDialog open={open} onOpenChange={onOpenChange}>\n <ResponsiveDialogContent className=\"max-h-[90vh] overflow-y-auto sm:max-w-lg\">\n <ResponsiveDialogHeader>\n <ResponsiveDialogTitle>\n {editing\n ? tr('brainyrich.households.form.editTitle', 'Edit household')\n : tr('brainyrich.households.form.createTitle', 'New household')}\n </ResponsiveDialogTitle>\n <ResponsiveDialogDescription>\n {tr(\n 'brainyrich.households.form.subtitle',\n 'A household groups a client family’s accounts, portfolios and goals.'\n )}\n </ResponsiveDialogDescription>\n </ResponsiveDialogHeader>\n\n <form\n className=\"space-y-4\"\n onSubmit={(e) => {\n e.preventDefault();\n onSubmit();\n }}\n >\n <div className=\"space-y-2\">\n <Label htmlFor=\"hh-name\">{tr('brainyrich.households.form.name', 'Name')} </Label>\n <Input\n id=\"hh-name\"\n value={form.name}\n onChange={(e) => setField('name', e.target.value)}\n placeholder={tr('brainyrich.households.form.namePh', 'e.g. The Raghavan Family')}\n required\n />\n </div>\n\n <div className=\"grid gap-4 sm:grid-cols-2\">\n <div className=\"space-y-2\">\n <Label>{tr('brainyrich.households.form.status', 'Status')}</Label>\n <Select\n value={form.status}\n onValueChange={(v) => setField('status', v as BraHouseholdStatus)}\n >\n <SelectTrigger>\n <SelectValue />\n </SelectTrigger>\n <SelectContent>\n {STATUS_OPTIONS.map((s) => (\n <SelectItem key={s} value={s}>\n {s}\n </SelectItem>\n ))}\n </SelectContent>\n </Select>\n </div>\n\n <div className=\"space-y-2\">\n <Label>{tr('brainyrich.households.form.risk', 'Risk profile')}</Label>\n <Select\n value={form.riskProfile}\n onValueChange={(v) => setField('riskProfile', v as BraRiskProfile)}\n >\n <SelectTrigger>\n <SelectValue />\n </SelectTrigger>\n <SelectContent>\n {RISK_OPTIONS.map((r) => (\n <SelectItem key={r} value={r}>\n {r}\n </SelectItem>\n ))}\n </SelectContent>\n </Select>\n </div>\n </div>\n\n <div className=\"grid gap-4 sm:grid-cols-2\">\n <div className=\"space-y-2\">\n <Label htmlFor=\"hh-contact-name\">\n {tr('brainyrich.households.form.contactName', 'Primary contact')}\n </Label>\n <Input\n id=\"hh-contact-name\"\n value={form.primaryContactName}\n onChange={(e) => setField('primaryContactName', e.target.value)}\n placeholder={tr('brainyrich.households.form.contactNamePh', 'Full name')}\n />\n </div>\n\n <div className=\"space-y-2\">\n <Label htmlFor=\"hh-contact-email\">\n {tr('brainyrich.households.form.contactEmail', 'Contact email')}\n </Label>\n <Input\n id=\"hh-contact-email\"\n type=\"email\"\n value={form.primaryContactEmail}\n onChange={(e) => setField('primaryContactEmail', e.target.value)}\n placeholder=\"name@example.com\"\n />\n </div>\n </div>\n\n <div className=\"grid gap-4 sm:grid-cols-2\">\n <div className=\"space-y-2\">\n <Label>{tr('brainyrich.households.form.currency', 'Currency')}</Label>\n <Select value={form.currency} onValueChange={(v) => setField('currency', v)}>\n <SelectTrigger>\n <SelectValue />\n </SelectTrigger>\n <SelectContent>\n {CURRENCY_OPTIONS.map((c) => (\n <SelectItem key={c} value={c}>\n {c}\n </SelectItem>\n ))}\n </SelectContent>\n </Select>\n </div>\n\n {!editing ? (\n <div className=\"space-y-2\">\n <Label htmlFor=\"hh-advisor\">\n {tr('brainyrich.households.form.advisor', 'Advisor ID')}\n </Label>\n <Input\n id=\"hh-advisor\"\n value={form.advisorId}\n onChange={(e) => setField('advisorId', e.target.value)}\n placeholder={tr('brainyrich.households.form.advisorPh', 'Optional')}\n />\n </div>\n ) : null}\n </div>\n\n {editing ? (\n <TagField\n entityType=\"brainyrich-household\"\n entityId={editing.id}\n label={tr('brainyrich.households.form.tags', 'Tags')}\n />\n ) : (\n <div className=\"space-y-2\">\n <Label htmlFor=\"hh-tags\">{tr('brainyrich.households.form.tags', 'Tags')}</Label>\n <Input\n id=\"hh-tags\"\n value={form.tags}\n onChange={(e) => setField('tags', e.target.value)}\n placeholder={tr('brainyrich.households.form.tagsPh', 'Comma-separated')}\n />\n </div>\n )}\n\n <div className=\"space-y-2\">\n <Label htmlFor=\"hh-notes\">{tr('brainyrich.households.form.notes', 'Notes')}</Label>\n <Textarea\n id=\"hh-notes\"\n value={form.notes}\n onChange={(e) => setField('notes', e.target.value)}\n rows={3}\n />\n </div>\n\n <ResponsiveDialogFooter>\n <ResponsiveDialogClose asChild>\n <Button type=\"button\" variant=\"outline\">\n {tr('brainyrich.common.cancel', 'Cancel')}\n </Button>\n </ResponsiveDialogClose>\n <Button type=\"submit\" disabled={!canSubmit}>\n {submitting\n ? tr('brainyrich.common.saving', 'Saving…')\n : editing\n ? tr('brainyrich.common.save', 'Save changes')\n : tr('brainyrich.households.form.create', 'Create household')}\n </Button>\n </ResponsiveDialogFooter>\n </form>\n </ResponsiveDialogContent>\n </ResponsiveDialog>\n );\n}\n\n// ============================================================================\n// Detail sheet\n// ============================================================================\n\ninterface HouseholdDetailSheetProps {\n householdId: string \| undefined;\n onClose: () => void;\n onEdit: (h: BraHousehold) => void;\n tr: (key: string, fallback: string, params?: Record<string, string \| number>) => string;\n}\n\nfunction HouseholdDetailSheet({ householdId, onClose, onEdit, tr }: HouseholdDetailSheetProps) {\n const { data: household, isLoading, isError, refetch } = useHousehold(householdId);\n const { data: accounts } = useAccounts(householdId ? { householdId } : {});\n const {\n data: portfolios,\n isLoading: portfoliosLoading,\n isError: portfoliosError,\n refetch: refetchPortfolios,\n } = usePortfolios(householdId ? { householdId } : {});\n const { data: goals } = useGoals(householdId ? { householdId } : {});\n\n const open = Boolean(householdId);\n\n const accountRows = useMemo(\n () =>\n [...accounts]\n .map((a) => ({ account: a, value: accountValue(a) }))\n .sort((x, y) => y.value - x.value),\n [accounts]\n );\n const invested = accountRows.reduce((s, r) => s + r.value, 0);\n const allocDonut: DonutDatum[] = accountRows\n .filter((r) => r.value > 0)\n .slice(0, 6)\n .map((r) => ({ label: r.account.name, value: r.value }));\n\n return (\n <Sheet open={open} onOpenChange={(o) => (!o ? onClose() : undefined)}>\n <SheetContent className=\"flex w-full flex-col gap-0 overflow-y-auto p-0 sm:max-w-xl lg:max-w-5xl\">\n {isLoading ? (\n <div className=\"p-6\">\n <LoadingState rows={4} />\n </div>\n ) : isError ? (\n <div className=\"p-6\">\n <ErrorState\n title={tr('brainyrich.households.detail.error', 'Could not load household')}\n onRetry={() => refetch()}\n />\n </div>\n ) : !household ? (\n <div className=\"p-6\">\n <EmptyState\n icon={<Users className=\"size-6\" aria-hidden=\"true\" />}\n title={tr('brainyrich.households.detail.missing', 'Household not found')}\n />\n </div>\n ) : (\n <div className=\"space-y-5 p-6\">\n <SheetHeader className=\"space-y-2 p-0 text-left\">\n <SheetTitle className=\"text-xl\">{household.name}</SheetTitle>\n <SheetDescription className=\"sr-only\">\n {tr('brainyrich.households.detail.subtitle', 'Household overview')}\n </SheetDescription>\n <div className=\"flex flex-wrap items-center gap-2 pt-1\">\n <Badge variant={statusBadgeVariant(household.status)}>{household.status}</Badge>\n <Badge variant=\"secondary\">{household.riskProfile}</Badge>\n </div>\n </SheetHeader>\n\n {/ Hero — AUM + primary contact on a glass surface with emerald glow /}\n <GlassCard glow>\n <div className=\"grid grid-cols-1 gap-4 sm:grid-cols-2\">\n <div>\n <p className=\"text-xs uppercase tracking-wide text-text-secondary\">\n {tr('brainyrich.households.detail.aum', 'AUM')}\n </p>\n <p className=\"mt-1 text-3xl font-semibold tracking-tight text-text-primary\">\n {formatMoney(household.aum, household.currency)}\n </p>\n <p className=\"mt-1 text-xs text-text-secondary\">{household.currency}</p>\n </div>\n <div className=\"sm:text-right\">\n <p className=\"text-xs uppercase tracking-wide text-text-secondary\">\n {tr('brainyrich.households.detail.contact', 'Primary contact')}\n </p>\n <p className=\"mt-1 text-base font-medium text-text-primary\">\n {household.primaryContactName ?? '—'}\n </p>\n {household.primaryContactEmail ? (\n <a\n href={`mailto:${household.primaryContactEmail}`}\n className=\"mt-0.5 inline-flex items-center gap-1 text-xs text-text-secondary hover:text-[var(--color-action-primary-text)] sm:justify-end\"\n >\n <Mail className=\"size-3\" aria-hidden=\"true\" />\n {household.primaryContactEmail}\n </a>\n ) : null}\n </div>\n </div>\n </GlassCard>\n\n {/ Portfolio counts /}\n <div className=\"grid grid-cols-3 gap-3\">\n <SummaryTile\n icon={<Wallet className=\"size-4\" aria-hidden=\"true\" />}\n label={tr('brainyrich.households.detail.accounts', 'Accounts')}\n value={String(accounts.length)}\n />\n <SummaryTile\n icon={<Briefcase className=\"size-4\" aria-hidden=\"true\" />}\n label={tr('brainyrich.households.detail.portfolios', 'Portfolios')}\n value={String(portfolios.length)}\n />\n <SummaryTile\n icon={<Target className=\"size-4\" aria-hidden=\"true\" />}\n label={tr('brainyrich.households.detail.goals', 'Goals')}\n value={String(goals.length)}\n />\n </div>\n\n <div className=\"grid grid-cols-1 gap-5 lg:grid-cols-[minmax(0,1fr)_20rem]\">\n <Tabs defaultValue=\"accounts\" className=\"w-full min-w-0\">\n <TabsList className=\"w-full justify-start overflow-x-auto\">\n <TabsTrigger value=\"accounts\">\n {tr('brainyrich.households.detail.accounts', 'Accounts')}\n </TabsTrigger>\n <TabsTrigger value=\"portfolios\">\n {tr('brainyrich.households.detail.portfolios', 'Portfolios')}\n </TabsTrigger>\n <TabsTrigger value=\"goals\">\n {tr('brainyrich.households.detail.goals', 'Goals')}\n </TabsTrigger>\n <TabsTrigger value=\"documents\">\n {tr('brainyrich.households.detail.documents', 'Documents')}\n </TabsTrigger>\n <TabsTrigger value=\"notes\">\n {tr('brainyrich.households.tab.notes', 'Notes')}\n </TabsTrigger>\n </TabsList>\n\n {/ Accounts /}\n <TabsContent value=\"accounts\" className=\"mt-4 space-y-2\">\n {allocDonut.length > 0 ? (\n <Card>\n <CardContent className=\"p-4\">\n <h3 className=\"mb-3 text-sm font-medium text-text-primary\">\n {tr('brainyrich.households.detail.allocation', 'Where assets sit')}\n </h3>\n <DonutChart\n data={allocDonut}\n centerValue={formatCompact(invested, household.currency)}\n centerLabel={tr('brainyrich.households.detail.invested', 'Invested')}\n height={200}\n valueFormatter={(v) => formatMoney(v, household.currency)}\n />\n </CardContent>\n </Card>\n ) : null}\n\n {accountRows.length === 0 ? (\n <EmptyState\n icon={<Wallet className=\"size-6\" aria-hidden=\"true\" />}\n title={tr('brainyrich.households.detail.noAccounts', 'No accounts linked')}\n />\n ) : (\n accountRows.map(({ account, value }) => (\n <div\n key={account.id}\n className=\"flex items-center justify-between gap-3 rounded-lg border border-border-subtle bg-bg-surface p-3 transition-colors hover:border-[var(--color-action-primary-border)]\"\n >\n <div className=\"min-w-0\">\n <p className=\"truncate text-sm font-medium text-text-primary\">\n {account.name}\n </p>\n <p className=\"text-xs text-text-secondary\">\n {account.institution ?? account.type}\n {account.accountMask ? ` ·••${account.accountMask}` : ''}\n </p>\n </div>\n <span className=\"shrink-0 text-sm font-semibold tabular-nums text-status-success-text\">\n {formatMoney(value, account.currency)}\n </span>\n </div>\n ))\n )}\n </TabsContent>\n\n {/ Portfolios /}\n <TabsContent value=\"portfolios\" className=\"mt-4 space-y-2\">\n {portfoliosLoading ? (\n <LoadingState rows={2} />\n ) : portfoliosError ? (\n <ErrorState\n title={tr(\n 'brainyrich.households.detail.portfoliosError',\n 'Could not load portfolios'\n )}\n onRetry={() => refetchPortfolios()}\n />\n ) : portfolios.length === 0 ? (\n <EmptyState\n icon={<Briefcase className=\"size-6\" aria-hidden=\"true\" />}\n title={tr(\n 'brainyrich.households.detail.noPortfolios',\n 'No portfolios linked'\n )}\n />\n ) : (\n portfolios.map((p: BraPortfolio) => (\n <div\n key={p.id}\n data-testid=\"household-portfolio-row\"\n className=\"flex items-center justify-between gap-3 rounded-lg border border-border-subtle bg-bg-surface p-3 transition-colors hover:border-[var(--color-action-primary-border)]\"\n >\n <div className=\"min-w-0\">\n <p className=\"truncate text-sm font-medium text-text-primary\">{p.name}</p>\n <p className=\"truncate text-xs text-text-secondary\">\n {p.baseCurrency} ·{' '}\n {tr(\n 'brainyrich.households.detail.driftThreshold',\n 'Drift threshold {pct}',\n {\n pct: formatPct(p.driftThresholdPct),\n }\n )}\n {p.description ? ` · ${p.description}` : ''}\n </p>\n </div>\n <Badge variant={statusBadgeVariant(p.status)} className=\"shrink-0\">\n {p.status.replace(/_/g, ' ')}\n </Badge>\n </div>\n ))\n )}\n </TabsContent>\n\n {/ Goals /}\n <TabsContent value=\"goals\" className=\"mt-4 space-y-2\">\n {goals.length === 0 ? (\n <EmptyState\n icon={<Target className=\"size-6\" aria-hidden=\"true\" />}\n title={tr('brainyrich.households.detail.noGoals', 'No goals set')}\n />\n ) : (\n goals.map((g: BraGoal) => (\n <div\n key={g.id}\n className=\"flex items-center justify-between gap-3 rounded-lg border border-border-subtle bg-bg-surface p-3\"\n >\n <div className=\"min-w-0\">\n <p className=\"truncate text-sm font-medium text-text-primary\">{g.name}</p>\n <p className=\"text-xs text-text-secondary\">\n {tr('brainyrich.households.detail.goalTarget', 'Target')}{' '}\n {formatMoney(g.targetAmount, g.currency)} · {formatDate(g.targetDate)}\n </p>\n </div>\n <Badge variant={statusBadgeVariant(g.projection)} className=\"shrink-0\">\n {g.projection.replace(/_/g, ' ')}\n </Badge>\n </div>\n ))\n )}\n </TabsContent>\n\n {/ Documents /}\n <TabsContent value=\"documents\" className=\"mt-4\">\n <DocumentsPanel\n entityType={HOUSEHOLD_ENTITY_TYPE}\n entityId={household.id}\n heading={tr('brainyrich.households.detail.documents', 'Documents')}\n />\n </TabsContent>\n\n {/ Notes — household summary + profile details. Threaded advisor\n comments live in the persistent right rail. */}\n <TabsContent value=\"notes\" className=\"mt-4 space-y-4\">\n <Card>\n <CardContent className=\"space-y-3 p-4 text-sm\">\n <div className=\"flex items-center justify-between gap-4\">\n <span className=\"text-text-secondary\">\n {tr('brainyrich.households.detail.advisor', 'Advisor')}\n </span>\n <span className=\"text-right font-medium text-text-primary\">\n {household.advisorId ? (\n <ActorName id={household.advisorId} />\n ) : (\n tr('brainyrich.common.unassigned', 'Unassigned')\n )}\n </span>\n </div>\n <Separator />\n <DetailRow\n label={tr('brainyrich.households.detail.created', 'Created')}\n value={formatDate(household.createdAt)}\n />\n <DetailRow\n label={tr('brainyrich.households.detail.updated', 'Last updated')}\n value={formatDate(household.updatedAt)}\n />\n </CardContent>\n </Card>\n\n {household.notes ? (\n <Card>\n <CardContent className=\"space-y-1 p-4\">\n <p className=\"text-xs font-medium uppercase tracking-wide text-text-secondary\">\n {tr('brainyrich.households.detail.summary', 'Summary')}\n </p>\n <p className=\"text-sm text-text-primary\">{household.notes}</p>\n </CardContent>\n </Card>\n ) : (\n <p className=\"text-sm text-text-secondary\">\n {tr(\n 'brainyrich.households.detail.noSummary',\n 'No summary yet. Add one with Edit, or leave a note in Comments/Notes.'\n )}\n </p>\n )}\n </TabsContent>\n </Tabs>\n\n <HouseholdDetailRail householdId={household.id} legacyTags={household.tags} tr={tr} />\n </div>\n\n <Button variant=\"outline\" className=\"w-full\" onClick={() => onEdit(household)}>\n <Pencil className=\"size-4\" aria-hidden=\"true\" />\n {tr('brainyrich.households.action.edit', 'Edit')}\n </Button>\n </div>\n )}\n </SheetContent>\n </Sheet>\n );\n}\n\nfunction SummaryTile({ icon, label, value }: { icon: ReactNode; label: string; value: string }) {\n return (\n <div className=\"rounded-lg border border-border-subtle bg-bg-surface p-3 text-center transition-shadow motion-safe:hover:shadow-[var(--shadow-pop-hover,var(--shadow-elevation-2))]\">\n <div className=\"mx-auto mb-1 flex size-8 items-center justify-center rounded-full bg-bg-sunken text-text-secondary\">\n {icon}\n </div>\n <p className=\"text-lg font-semibold text-text-primary\">{value}</p>\n <p className=\"text-xs text-text-secondary\">{label}</p>\n </div>\n );\n}\n\nfunction DetailRow({ label, value }: { label: string; value: string }) {\n return (\n <div className=\"flex items-center justify-between gap-4\">\n <span className=\"text-text-secondary\">{label}</span>\n <span className=\"text-right font-medium text-text-primary\">{value}</span>\n </div>\n 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	@@ -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 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 ? (\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. 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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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 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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package/package.json CHANGED Viewed

@@ -1,6 +1,6 @@
 {
   "name": "@burdenoff/microfe-brainyrich",
-  "version": "2026.1028.2",
+  "version": "2026.1101.1",
   "description": "Burdenoff BrainyRich Microfrontend",
   "type": "module",
   "files": [