@burdenoff/microfe-brainyrich 2026.1028.3 → 2026.1101.2

package/dist/brainyrich/pages/ReportsPage.js

@@ -3,12 +3,13 @@ import { tWithFallback as t } from "../utils/i18n.js";
 import { fetchAllAccounts as n, fetchAllHoldings as r, useAccounts as i, useAllTransactions as a, useCreateScheduledReport as o, useDownloadReportRunPdf as s, useGenerateReportNow as c, useGoalFundings as l, useGoals as u, useHouseholds as d, useMyAdvisorBranding as f, useNetWorthSummary as ee, useReportRuns as p, useScheduledReports as te, useSetScheduledReportStatus as m, useUpsertMyAdvisorBranding as h } from "../hooks/useBrainyRichApi.js";
 import { DonutChart as g, FadeIn as _, GlassCard as v, ProgressRing as y, Sparkline as b, StatTile as x, TrendBars as S } from "../components/viz.js";
 import { EmptyState as C, ErrorState as w, LoadingState as T, SectionShell as ne, deltaToneClass as E, formatCompact as D, formatDate as O, formatMoney as k, statusBadgeVariant as A } from "./_shared.js";
+import { toCsv as re } from "./reports-csv.js";
 import { useMemo as j, useState as M } from "react";
-import { CalendarClock as re, ChevronDown as ie, Download as ae, FileText as N, Layers as oe, Palette as se, Pause as P, Play as ce, Plus as le, Printer as ue, Receipt as de, Sparkles as fe, Target as pe, TrendingUp as me, Users as he, Wallet as ge } from "lucide-react";
-import { useI18n as _e } from "@burdenoff/fe-libs/shared/providers/shell/I18nProvider";
-import { useQuery as ve } from "@tanstack/react-query";
+import { CalendarClock as ie, ChevronDown as ae, Download as oe, FileText as N, Layers as se, Palette as ce, Pause as P, Play as le, Plus as ue, Printer as de, Receipt as fe, Sparkles as pe, Target as me, TrendingUp as he, Users as ge, Wallet as _e } from "lucide-react";
+import { useI18n as ve } from "@burdenoff/fe-libs/shared/providers/shell/I18nProvider";
+import { useQuery as ye } from "@tanstack/react-query";
 import { jsx as F, jsxs as I } from "react/jsx-runtime";
-import { Badge as L, Button as R, Card as z, CardContent as B, CardDescription as V, CardHeader as H, CardTitle as U, DropdownMenu as ye, DropdownMenuContent as be, DropdownMenuItem as xe, DropdownMenuTrigger as Se, Input as Ce, Label as W, ResponsiveDialog as we, ResponsiveDialogClose as Te, ResponsiveDialogContent as Ee, ResponsiveDialogDescription as De, ResponsiveDialogFooter as Oe, ResponsiveDialogHeader as ke, ResponsiveDialogTitle as Ae, Select as je, SelectContent as Me, SelectItem as Ne, SelectTrigger as Pe, SelectValue as Fe, Skeleton as Ie, Table as G, TableBody as K, TableCell as q, TableHead as J, TableHeader as Y, TableRow as X, Tabs as Le, TabsList as Re, TabsTrigger as Z, Textarea as ze } from "@burdenoff/fe-libs/ui";
+import { Badge as L, Button as R, Card as z, CardContent as B, CardDescription as V, CardHeader as H, CardTitle as U, DropdownMenu as be, DropdownMenuContent as xe, DropdownMenuItem as Se, DropdownMenuTrigger as Ce, Input as W, Label as G, ResponsiveDialog as we, ResponsiveDialogClose as Te, ResponsiveDialogContent as Ee, ResponsiveDialogDescription as De, ResponsiveDialogFooter as Oe, ResponsiveDialogHeader as ke, ResponsiveDialogTitle as Ae, Select as je, SelectContent as Me, SelectItem as Ne, SelectTrigger as Pe, SelectValue as Fe, Skeleton as Ie, Table as K, TableBody as q, TableCell as J, TableHead as Y, TableHeader as X, TableRow as Z, Tabs as Le, TabsList as Re, TabsTrigger as Q, Textarea as ze } from "@burdenoff/fe-libs/ui";
 //#region src/brainyrich/pages/ReportsPage.tsx
 var Be = {
 	EQUITY: "Equity",
@@ -27,7 +28,7 @@ var Be = {
 	CRYPTO: "purple",
 	ALTERNATIVE: "info"
 };
-function Q(e) {
+function $(e) {
 	return Be[e] ?? e.replace(/_/g, " ");
 }
 var He = [
@@ -93,7 +94,7 @@ function Je(e, t) {
 	let i = 0, a = /* @__PURE__ */ new Map();
 	for (let e of t) i += e.marketValue, a.set(e.assetClass, (a.get(e.assetClass) ?? 0) + e.marketValue), n.set(e.accountId, (n.get(e.accountId) ?? 0) + e.marketValue);
 	let o = Array.from(a.entries()).sort((e, t) => t[1] - e[1]).map(([e, t]) => ({
-		label: Q(e),
+		label: $(e),
 		value: t,
 		tone: Ve[e]
 	}));
@@ -114,13 +115,6 @@ function Ye(e) {
 	}
 }
 function Xe(e, t) {
-	let n = (e) => {
-		let t = String(e ?? "");
-		return /[",\n]/.test(t) ? `"${t.replace(/"/g, "\"\"")}"` : t;
-	};
-	return [e, ...t].map((e) => e.map(n).join(",")).join("\n");
-}
-function $(e, t) {
 	let n = new Blob([t], { type: "text/csv;charset=utf-8;" }), r = URL.createObjectURL(n), i = document.createElement("a");
 	i.href = r, i.download = e, document.body.appendChild(i), i.click(), document.body.removeChild(i), URL.revokeObjectURL(r);
 }
@@ -128,7 +122,7 @@ function Ze(e) {
 	return e.toLowerCase().replace(/[^a-z0-9]+/g, "-").replace(/^-+|-+$/g, "") || "household";
 }
 function Qe() {
-	let { apiGatewayUrl: t } = e(), i = ve({
+	let { apiGatewayUrl: t } = e(), i = ye({
 		queryKey: [
 			"brainyrich",
 			"holdings",
@@ -145,10 +139,10 @@ function Qe() {
 	};
 }
 function $e() {
-	let { t: e } = _e(), n = (n, r, i) => t(e, n, r, i), [r, o] = M("networth"), [s, c] = M(), l = ee(), f = Qe(), p = a(), te = d(), m = l.data, h = m?.currency ?? "USD", g = te.data, v = s ?? g[0]?.id, y = g.find((e) => e.id === v), b = i({ householdId: v }), S = u({ householdId: v }), C = b.data, w = S.data, T = j(() => f.data.slice().sort((e, t) => t.marketValue - e.marketValue), [f.data]), E = j(() => p.data.slice().sort((e, t) => new Date(t.tradeDate).getTime() - new Date(e.tradeDate).getTime()), [p.data]), D = j(() => Ke(E), [E]), A = j(() => new Set(C.map((e) => e.id)), [C]), N = j(() => T.filter((e) => A.has(e.accountId)).slice().sort((e, t) => t.marketValue - e.marketValue), [T, A]), se = j(() => E.filter((e) => A.has(e.accountId)), [E, A]), P = j(() => Je(C, N), [C, N]), ce = j(() => T.reduce((e, t) => e + (t.marketValue - t.costBasis), 0), [T]), le = () => {
+	let { t: e } = ve(), n = (n, r, i) => t(e, n, r, i), [r, o] = M("networth"), [s, c] = M(), l = ee(), f = Qe(), p = a(), te = d(), m = l.data, h = m?.currency ?? "USD", g = te.data, v = s ?? g[0]?.id, y = g.find((e) => e.id === v), b = i({ householdId: v }), S = u({ householdId: v }), C = b.data, w = S.data, T = j(() => f.data.slice().sort((e, t) => t.marketValue - e.marketValue), [f.data]), E = j(() => p.data.slice().sort((e, t) => new Date(t.tradeDate).getTime() - new Date(e.tradeDate).getTime()), [p.data]), D = j(() => Ke(E), [E]), A = j(() => new Set(C.map((e) => e.id)), [C]), N = j(() => T.filter((e) => A.has(e.accountId)).slice().sort((e, t) => t.marketValue - e.marketValue), [T, A]), ce = j(() => E.filter((e) => A.has(e.accountId)), [E, A]), P = j(() => Je(C, N), [C, N]), le = j(() => T.reduce((e, t) => e + (t.marketValue - t.costBasis), 0), [T]), ue = () => {
 		if (r === "networth") {
 			if (!m) return;
-			$("brainyrich-net-worth-statement.csv", Xe([
+			Xe("brainyrich-net-worth-statement.csv", re([
 				"Metric",
 				"Amount",
 				"Currency"
@@ -174,7 +168,7 @@ function $e() {
 					""
 				],
 				...m.byAssetClass.map((e) => [
-					`Asset Class: ${Q(e.assetClass)}`,
+					`Asset Class: ${$(e.assetClass)}`,
 					e.marketValue,
 					h
 				])
@@ -182,7 +176,7 @@ function $e() {
 			return;
 		}
 		if (r === "holdings") {
-			$("brainyrich-holdings-schedule.csv", Xe([
+			Xe("brainyrich-holdings-schedule.csv", re([
 				"Symbol",
 				"Name",
 				"Asset Class",
@@ -193,7 +187,7 @@ function $e() {
 			], T.map((e) => [
 				e.symbol,
 				e.name ?? "",
-				Q(e.assetClass),
+				$(e.assetClass),
 				e.quantity,
 				e.costBasis,
 				e.marketValue,
@@ -246,10 +240,10 @@ function $e() {
 					e.currency
 				])
 			];
-			$(`brainyrich-${Ze(y.name)}-statement.csv`, Xe(t, n));
+			Xe(`brainyrich-${Ze(y.name)}-statement.csv`, re(t, n));
 			return;
 		}
-		$("brainyrich-transaction-ledger.csv", Xe([
+		Xe("brainyrich-transaction-ledger.csv", re([
 			"Trade Date",
 			"Type",
 			"Symbol",
@@ -268,39 +262,39 @@ function $e() {
 			e.fee,
 			e.currency
 		])));
-	}, fe = r === "networth" && (l.isLoading || !m) || r === "holdings" && (f.isLoading || T.length === 0) || r === "transactions" && (p.isLoading || E.length === 0) || r === "statement" && (!y || b.isLoading);
+	}, pe = r === "networth" && (l.isLoading || !m) || r === "holdings" && (f.isLoading || T.length === 0) || r === "transactions" && (p.isLoading || E.length === 0) || r === "statement" && (!y || b.isLoading);
 	return /* @__PURE__ */ I(ne, {
 		title: n("brainyrich.reports.title", "Reports & Statements"),
 		description: n("brainyrich.reports.description", "Generate statements directly from your live portfolio data — no fabricated schedules."),
-		actions: /* @__PURE__ */ I(ye, { children: [/* @__PURE__ */ F(Se, {
+		actions: /* @__PURE__ */ I(be, { children: [/* @__PURE__ */ F(Ce, {
 			asChild: !0,
 			children: /* @__PURE__ */ I(R, {
 				size: "sm",
-				disabled: fe,
+				disabled: pe,
 				"aria-label": n("brainyrich.reports.actions.export", "Print / Export"),
 				children: [
-					/* @__PURE__ */ F(ae, {
+					/* @__PURE__ */ F(oe, {
 						className: "size-4",
 						"aria-hidden": "true"
 					}),
 					n("brainyrich.reports.actions.export", "Print / Export"),
-					/* @__PURE__ */ F(ie, {
+					/* @__PURE__ */ F(ae, {
 						className: "size-4",
 						"aria-hidden": "true"
 					})
 				]
 			})
-		}), /* @__PURE__ */ I(be, {
+		}), /* @__PURE__ */ I(xe, {
 			align: "end",
-			children: [/* @__PURE__ */ I(xe, {
-				onSelect: le,
-				children: [/* @__PURE__ */ F(ae, {
+			children: [/* @__PURE__ */ I(Se, {
+				onSelect: ue,
+				children: [/* @__PURE__ */ F(oe, {
 					className: "size-4",
 					"aria-hidden": "true"
 				}), n("brainyrich.reports.actions.downloadCsv", "Download CSV")]
-			}), /* @__PURE__ */ I(xe, {
+			}), /* @__PURE__ */ I(Se, {
 				onSelect: () => window.print(),
-				children: [/* @__PURE__ */ F(ue, {
+				children: [/* @__PURE__ */ F(de, {
 					className: "size-4",
 					"aria-hidden": "true"
 				}), n("brainyrich.reports.actions.print", "Print statement")]
@@ -319,7 +313,7 @@ function $e() {
 					/* @__PURE__ */ F(x, {
 						label: n("brainyrich.reports.kpis.marketValue", "Invested Value"),
 						value: m ? k(m.totalMarketValue, h) : "—",
-						icon: /* @__PURE__ */ F(me, {
+						icon: /* @__PURE__ */ F(he, {
 							className: "size-4",
 							"aria-hidden": "true"
 						})
@@ -327,7 +321,7 @@ function $e() {
 					/* @__PURE__ */ F(x, {
 						label: n("brainyrich.reports.kpis.holdings", "Holdings on Schedule"),
 						value: String(T.length),
-						icon: /* @__PURE__ */ F(oe, {
+						icon: /* @__PURE__ */ F(se, {
 							className: "size-4",
 							"aria-hidden": "true"
 						})
@@ -335,7 +329,7 @@ function $e() {
 					/* @__PURE__ */ F(x, {
 						label: n("brainyrich.reports.kpis.transactions", "Ledger Entries"),
 						value: String(E.length),
-						icon: /* @__PURE__ */ F(de, {
+						icon: /* @__PURE__ */ F(fe, {
 							className: "size-4",
 							"aria-hidden": "true"
 						})
@@ -346,37 +340,37 @@ function $e() {
 				value: r,
 				onValueChange: (e) => o(e),
 				children: /* @__PURE__ */ I(Re, { children: [
-					/* @__PURE__ */ I(Z, {
+					/* @__PURE__ */ I(Q, {
 						value: "networth",
-						children: [/* @__PURE__ */ F(ge, {
+						children: [/* @__PURE__ */ F(_e, {
 							className: "size-4",
 							"aria-hidden": "true"
 						}), n("brainyrich.reports.tabs.netWorth", "Net Worth")]
 					}),
-					/* @__PURE__ */ I(Z, {
+					/* @__PURE__ */ I(Q, {
 						value: "holdings",
-						children: [/* @__PURE__ */ F(oe, {
+						children: [/* @__PURE__ */ F(se, {
 							className: "size-4",
 							"aria-hidden": "true"
 						}), n("brainyrich.reports.tabs.holdings", "Holdings")]
 					}),
-					/* @__PURE__ */ I(Z, {
+					/* @__PURE__ */ I(Q, {
 						value: "transactions",
-						children: [/* @__PURE__ */ F(de, {
+						children: [/* @__PURE__ */ F(fe, {
 							className: "size-4",
 							"aria-hidden": "true"
 						}), n("brainyrich.reports.tabs.ledger", "Ledger")]
 					}),
-					/* @__PURE__ */ I(Z, {
+					/* @__PURE__ */ I(Q, {
 						value: "statement",
-						children: [/* @__PURE__ */ F(he, {
+						children: [/* @__PURE__ */ F(ge, {
 							className: "size-4",
 							"aria-hidden": "true"
 						}), n("brainyrich.reports.tabs.statement", "Client Statement")]
 					}),
-					/* @__PURE__ */ I(Z, {
+					/* @__PURE__ */ I(Q, {
 						value: "scheduled",
-						children: [/* @__PURE__ */ F(re, {
+						children: [/* @__PURE__ */ F(ie, {
 							className: "size-4",
 							"aria-hidden": "true"
 						}), n("brainyrich.reports.tabs.scheduled", "Scheduled Reports")]
@@ -391,7 +385,7 @@ function $e() {
 			}) : r === "holdings" ? /* @__PURE__ */ F(rt, {
 				query: f,
 				holdings: T,
-				unrealized: ce,
+				unrealized: le,
 				translate: n
 			}) : r === "transactions" ? /* @__PURE__ */ F(it, {
 				query: p,
@@ -407,7 +401,7 @@ function $e() {
 				accountsQuery: b,
 				goals: w,
 				holdings: N,
-				transactions: se,
+				transactions: ce,
 				statement: P,
 				translate: n
 			}) : /* @__PURE__ */ F(et, {
@@ -430,7 +424,7 @@ function et({ households: e, translate: t }) {
 					children: [/* @__PURE__ */ I(R, {
 						size: "sm",
 						onClick: () => _(!0),
-						children: [/* @__PURE__ */ F(le, {
+						children: [/* @__PURE__ */ F(ue, {
 							className: "size-4",
 							"aria-hidden": "true"
 						}), t("brainyrich.reports.scheduled.new", "New schedule")]
@@ -441,10 +435,10 @@ function et({ households: e, translate: t }) {
 							children: [
 								/* @__PURE__ */ I("div", {
 									className: "space-y-1.5",
-									children: [/* @__PURE__ */ F(W, {
+									children: [/* @__PURE__ */ F(G, {
 										htmlFor: "schedule-name",
 										children: t("brainyrich.reports.scheduled.fields.name", "Name")
-									}), /* @__PURE__ */ F(Ce, {
+									}), /* @__PURE__ */ F(W, {
 										id: "schedule-name",
 										value: v,
 										onChange: (e) => y(e.target.value),
@@ -453,7 +447,7 @@ function et({ households: e, translate: t }) {
 								}),
 								/* @__PURE__ */ I("div", {
 									className: "space-y-1.5",
-									children: [/* @__PURE__ */ F(W, { children: t("brainyrich.reports.scheduled.fields.frequency", "Frequency") }), /* @__PURE__ */ I(je, {
+									children: [/* @__PURE__ */ F(G, { children: t("brainyrich.reports.scheduled.fields.frequency", "Frequency") }), /* @__PURE__ */ I(je, {
 										value: b,
 										onValueChange: (e) => x(e),
 										children: [/* @__PURE__ */ F(Pe, { children: /* @__PURE__ */ F(Fe, {}) }), /* @__PURE__ */ I(Me, { children: [
@@ -474,7 +468,7 @@ function et({ households: e, translate: t }) {
 								}),
 								/* @__PURE__ */ I("div", {
 									className: "space-y-1.5",
-									children: [/* @__PURE__ */ F(W, { children: t("brainyrich.reports.scheduled.fields.household", "Household (optional — whole book if omitted)") }), /* @__PURE__ */ I(je, {
+									children: [/* @__PURE__ */ F(G, { children: t("brainyrich.reports.scheduled.fields.household", "Household (optional — whole book if omitted)") }), /* @__PURE__ */ I(je, {
 										value: S,
 										onValueChange: ne,
 										children: [/* @__PURE__ */ F(Pe, { children: /* @__PURE__ */ F(Fe, { placeholder: "Whole book" }) }), /* @__PURE__ */ F(Me, { children: e.map((e) => /* @__PURE__ */ F(Ne, {
@@ -505,41 +499,41 @@ function et({ households: e, translate: t }) {
 					] })]
 				})]
 			}), /* @__PURE__ */ F(B, { children: n.isLoading ? /* @__PURE__ */ F(T, {}) : n.isError ? /* @__PURE__ */ F(w, { onRetry: () => n.refetch() }) : n.data.length === 0 ? /* @__PURE__ */ F(C, {
-				icon: /* @__PURE__ */ F(re, {
+				icon: /* @__PURE__ */ F(ie, {
 					className: "size-8",
 					"aria-hidden": "true"
 				}),
 				title: t("brainyrich.reports.scheduled.empty", "No scheduled reports yet")
-			}) : /* @__PURE__ */ I(G, { children: [/* @__PURE__ */ F(Y, { children: /* @__PURE__ */ I(X, { children: [
-				/* @__PURE__ */ F(J, { children: t("brainyrich.reports.scheduled.columns.name", "Name") }),
-				/* @__PURE__ */ F(J, { children: t("brainyrich.reports.scheduled.columns.frequency", "Frequency") }),
-				/* @__PURE__ */ F(J, { children: t("brainyrich.reports.scheduled.columns.status", "Status") }),
-				/* @__PURE__ */ F(J, { children: t("brainyrich.reports.scheduled.columns.nextRun", "Next run") }),
-				/* @__PURE__ */ F(J, { children: t("brainyrich.reports.scheduled.columns.lastRun", "Last run") }),
-				/* @__PURE__ */ F(J, {
+			}) : /* @__PURE__ */ I(K, { children: [/* @__PURE__ */ F(X, { children: /* @__PURE__ */ I(Z, { children: [
+				/* @__PURE__ */ F(Y, { children: t("brainyrich.reports.scheduled.columns.name", "Name") }),
+				/* @__PURE__ */ F(Y, { children: t("brainyrich.reports.scheduled.columns.frequency", "Frequency") }),
+				/* @__PURE__ */ F(Y, { children: t("brainyrich.reports.scheduled.columns.status", "Status") }),
+				/* @__PURE__ */ F(Y, { children: t("brainyrich.reports.scheduled.columns.nextRun", "Next run") }),
+				/* @__PURE__ */ F(Y, { children: t("brainyrich.reports.scheduled.columns.lastRun", "Last run") }),
+				/* @__PURE__ */ F(Y, {
 					className: "text-right",
 					children: t("brainyrich.reports.scheduled.columns.actions", "Actions")
 				})
-			] }) }), /* @__PURE__ */ F(K, { children: n.data.map((e) => /* @__PURE__ */ I(X, { children: [
-				/* @__PURE__ */ F(q, {
+			] }) }), /* @__PURE__ */ F(q, { children: n.data.map((e) => /* @__PURE__ */ I(Z, { children: [
+				/* @__PURE__ */ F(J, {
 					className: "font-medium",
 					children: e.name
 				}),
-				/* @__PURE__ */ F(q, { children: e.frequency }),
-				/* @__PURE__ */ F(q, { children: /* @__PURE__ */ F(L, {
+				/* @__PURE__ */ F(J, { children: e.frequency }),
+				/* @__PURE__ */ F(J, { children: /* @__PURE__ */ F(L, {
 					variant: e.status === "ACTIVE" ? "default" : "secondary",
 					children: e.status
 				}) }),
-				/* @__PURE__ */ F(q, { children: O(e.nextRunAt) }),
-				/* @__PURE__ */ F(q, { children: e.lastRunAt ? O(e.lastRunAt) : "—" }),
-				/* @__PURE__ */ I(q, {
+				/* @__PURE__ */ F(J, { children: O(e.nextRunAt) }),
+				/* @__PURE__ */ F(J, { children: e.lastRunAt ? O(e.lastRunAt) : "—" }),
+				/* @__PURE__ */ I(J, {
 					className: "flex justify-end gap-1.5",
 					children: [/* @__PURE__ */ I(R, {
 						size: "sm",
 						variant: "ghost",
 						disabled: l.isPending,
 						onClick: () => l.mutate({ scheduledReportId: e.id }),
-						children: [/* @__PURE__ */ F(fe, {
+						children: [/* @__PURE__ */ F(pe, {
 							className: "size-4",
 							"aria-hidden": "true"
 						}), "Generate now"]
@@ -554,7 +548,7 @@ function et({ households: e, translate: t }) {
 						children: [e.status === "ACTIVE" ? /* @__PURE__ */ F(P, {
 							className: "size-4",
 							"aria-hidden": "true"
-						}) : /* @__PURE__ */ F(ce, {
+						}) : /* @__PURE__ */ F(le, {
 							className: "size-4",
 							"aria-hidden": "true"
 						}), e.status === "ACTIVE" ? "Pause" : "Resume"]
@@ -567,33 +561,33 @@ function et({ households: e, translate: t }) {
 					"aria-hidden": "true"
 				}),
 				title: t("brainyrich.reports.runs.empty", "No report runs yet")
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