@burdenoff/microfe-brainyrich 2026.512.1 → 2026.705.1

package/dist/brainyrich/pages/PortfoliosPage.js

@@ -1,175 +1,844 @@
-import { useBrainyRichStore as e } from "../store/brainyrichStore.js";
-import { KpiGrid as t, SectionShell as n, formatMoney as r } from "./_shared.js";
-import { Briefcase as i, PieChart as a, Plus as o, RefreshCw as s, TrendingUp as c } from "lucide-react";
-import { jsx as l, jsxs as u } from "react/jsx-runtime";
-import { Badge as d, Button as f, Card as p, CardContent as m, CardDescription as h, CardHeader as g, CardTitle as _, Table as v, TableBody as y, TableCell as b, TableHead as x, TableHeader as S, TableRow as C } from "@burdenoff/fe-libs/ui";
+import { useAccounts as e, useArchivePortfolio as t, useCreateHolding as n, useCreatePortfolio as r, useDeleteHolding as i, useHouseholds as a, useModelPortfolios as o, usePortfolio as s, usePortfolios as c, useUpdateHolding as l, useUpdatePortfolio as u } from "../hooks/useBrainyRichApi.js";
+import { AllocationBars as d, EmptyState as f, ErrorState as p, KpiGrid as m, LoadingState as h, SectionShell as g, formatMoney as _, formatPct as v, statusBadgeVariant as y } from "./_shared.js";
+import { useMemo as b, useState as x } from "react";
+import { ArrowDownRight as S, ArrowUpRight as C, Briefcase as w, MoreHorizontal as ee, Pencil as te, Plus as T, Trash2 as ne } from "lucide-react";
+import { Fragment as re, jsx as E, jsxs as D } from "react/jsx-runtime";
+import { Badge as O, Button as k, Card as A, CardContent as j, CardDescription as ie, CardHeader as M, CardTitle as N, Dialog as P, DialogContent as F, DialogDescription as I, DialogFooter as L, DialogHeader as R, DialogTitle as ae, DropdownMenu as z, DropdownMenuContent as oe, DropdownMenuItem as B, DropdownMenuLabel as se, DropdownMenuSeparator as ce, DropdownMenuTrigger as le, Input as V, Label as H, Select as U, SelectContent as W, SelectItem as G, SelectTrigger as K, SelectValue as q, Sheet as ue, SheetContent as de, SheetDescription as fe, SheetHeader as pe, SheetTitle as me, Table as he, TableBody as ge, TableCell as J, TableHead as Y, TableHeader as _e, TableRow as ve, Textarea as ye } from "@burdenoff/fe-libs/ui";
 //#region src/brainyrich/pages/PortfoliosPage.tsx
-function w() {
-	let { portfolios: w, holdings: T } = e(), E = w.reduce((e, t) => e + t.value, 0), D = w.reduce((e, t) => e + t.ytdReturnPct * t.value, 0) / E;
-	return /* @__PURE__ */ u(n, {
-		title: "Portfolio Management",
-		description: "Monitor, analyze, and rebalance your investment portfolios",
-		actionLabel: "Create Portfolio",
-		badges: ["3 Active Portfolios"],
+var be = [
+	"EQUITY",
+	"FIXED_INCOME",
+	"CASH",
+	"REAL_ESTATE",
+	"COMMODITY",
+	"CRYPTO",
+	"ALTERNATIVE"
+], xe = [
+	"DRAFT",
+	"ACTIVE",
+	"ARCHIVED"
+], X = "__none__", Z = (e) => e.toLowerCase().split("_").map((e) => e.charAt(0).toUpperCase() + e.slice(1)).join(" "), Q = (e) => {
+	if (e.trim() === "") return;
+	let t = Number(e);
+	return Number.isFinite(t) ? t : void 0;
+};
+function Se(e) {
+	return !e || typeof e != "object" ? [] : Object.entries(e).map(([e, t]) => ({
+		label: e,
+		value: Number(t)
+	})).filter((e) => Number.isFinite(e.value)).map((e) => ({
+		label: Z(e.label),
+		value: e.value,
+		tone: "accent"
+	}));
+}
+function Ce({ value: e, currency: t }) {
+	let n = e > 0, r = e < 0, i = n ? "text-status-success-text" : r ? "text-status-error-text" : "text-text-secondary", a = n ? C : r ? S : null;
+	return /* @__PURE__ */ D("span", {
+		className: `inline-flex items-center justify-end gap-1 font-medium ${i}`,
 		children: [
-			/* @__PURE__ */ l(t, { items: [
+			a ? /* @__PURE__ */ E(a, {
+				className: "size-3.5",
+				"aria-hidden": "true"
+			}) : null,
+			n ? "+" : "",
+			_(e, t)
+		]
+	});
+}
+function $() {
+	return {
+		name: "",
+		baseCurrency: "USD",
+		description: "",
+		driftThresholdPct: "5",
+		status: "DRAFT",
+		modelPortfolioId: X,
+		householdId: X
+	};
+}
+function we({ open: e, onOpenChange: t, editing: n }) {
+	let { data: i } = o(), { data: s } = a(), c = r(), l = u(), [d, f] = x($), [p, m] = x(null), h = n?.id ?? "new";
+	e && p !== h && (m(h), f(n ? {
+		name: n.name,
+		baseCurrency: n.baseCurrency,
+		description: n.description ?? "",
+		driftThresholdPct: String(n.driftThresholdPct),
+		status: n.status,
+		modelPortfolioId: n.modelPortfolioId ?? X,
+		householdId: n.householdId ?? X
+	} : $())), !e && p !== null && m(null);
+	let g = c.isPending || l.isPending, _ = d.name.trim().length > 0;
+	return /* @__PURE__ */ E(P, {
+		open: e,
+		onOpenChange: t,
+		children: /* @__PURE__ */ D(F, {
+			className: "max-h-[90vh] overflow-y-auto sm:max-w-lg",
+			children: [
+				/* @__PURE__ */ D(R, { children: [/* @__PURE__ */ E(ae, { children: n ? "Edit portfolio" : "New portfolio" }), /* @__PURE__ */ E(I, { children: n ? "Update this portfolio’s strategy settings." : "Create an investment portfolio to organize and rebalance holdings." })] }),
+				/* @__PURE__ */ D("div", {
+					className: "space-y-4 py-2",
+					children: [
+						/* @__PURE__ */ D("div", {
+							className: "space-y-1.5",
+							children: [/* @__PURE__ */ E(H, {
+								htmlFor: "pf-name",
+								children: "Name"
+							}), /* @__PURE__ */ E(V, {
+								id: "pf-name",
+								value: d.name,
+								onChange: (e) => f((t) => ({
+									...t,
+									name: e.target.value
+								})),
+								placeholder: "Growth Portfolio",
+								"aria-invalid": !_
+							})]
+						}),
+						/* @__PURE__ */ D("div", {
+							className: "grid grid-cols-2 gap-4",
+							children: [/* @__PURE__ */ D("div", {
+								className: "space-y-1.5",
+								children: [/* @__PURE__ */ E(H, {
+									htmlFor: "pf-currency",
+									children: "Base currency"
+								}), /* @__PURE__ */ E(V, {
+									id: "pf-currency",
+									value: d.baseCurrency,
+									onChange: (e) => f((t) => ({
+										...t,
+										baseCurrency: e.target.value.toUpperCase()
+									})),
+									placeholder: "USD",
+									maxLength: 3
+								})]
+							}), /* @__PURE__ */ D("div", {
+								className: "space-y-1.5",
+								children: [/* @__PURE__ */ E(H, {
+									htmlFor: "pf-drift",
+									children: "Drift threshold %"
+								}), /* @__PURE__ */ E(V, {
+									id: "pf-drift",
+									type: "number",
+									min: 0,
+									step: "0.5",
+									value: d.driftThresholdPct,
+									onChange: (e) => f((t) => ({
+										...t,
+										driftThresholdPct: e.target.value
+									}))
+								})]
+							})]
+						}),
+						n ? /* @__PURE__ */ D("div", {
+							className: "space-y-1.5",
+							children: [/* @__PURE__ */ E(H, {
+								htmlFor: "pf-status",
+								children: "Status"
+							}), /* @__PURE__ */ D(U, {
+								value: d.status,
+								onValueChange: (e) => f((t) => ({
+									...t,
+									status: e
+								})),
+								children: [/* @__PURE__ */ E(K, {
+									id: "pf-status",
+									children: /* @__PURE__ */ E(q, {})
+								}), /* @__PURE__ */ E(W, { children: xe.map((e) => /* @__PURE__ */ E(G, {
+									value: e,
+									children: Z(e)
+								}, e)) })]
+							})]
+						}) : null,
+						/* @__PURE__ */ D("div", {
+							className: "space-y-1.5",
+							children: [/* @__PURE__ */ E(H, {
+								htmlFor: "pf-model",
+								children: "Model portfolio"
+							}), /* @__PURE__ */ D(U, {
+								value: d.modelPortfolioId,
+								onValueChange: (e) => f((t) => ({
+									...t,
+									modelPortfolioId: e
+								})),
+								children: [/* @__PURE__ */ E(K, {
+									id: "pf-model",
+									children: /* @__PURE__ */ E(q, { placeholder: "None" })
+								}), /* @__PURE__ */ D(W, { children: [/* @__PURE__ */ E(G, {
+									value: X,
+									children: "None"
+								}), i.map((e) => /* @__PURE__ */ E(G, {
+									value: e.id,
+									children: e.name
+								}, e.id))] })]
+							})]
+						}),
+						n ? null : /* @__PURE__ */ D("div", {
+							className: "space-y-1.5",
+							children: [/* @__PURE__ */ E(H, {
+								htmlFor: "pf-household",
+								children: "Household"
+							}), /* @__PURE__ */ D(U, {
+								value: d.householdId,
+								onValueChange: (e) => f((t) => ({
+									...t,
+									householdId: e
+								})),
+								children: [/* @__PURE__ */ E(K, {
+									id: "pf-household",
+									children: /* @__PURE__ */ E(q, { placeholder: "None" })
+								}), /* @__PURE__ */ D(W, { children: [/* @__PURE__ */ E(G, {
+									value: X,
+									children: "None"
+								}), s.map((e) => /* @__PURE__ */ E(G, {
+									value: e.id,
+									children: e.name
+								}, e.id))] })]
+							})]
+						}),
+						/* @__PURE__ */ D("div", {
+							className: "space-y-1.5",
+							children: [/* @__PURE__ */ E(H, {
+								htmlFor: "pf-desc",
+								children: "Description"
+							}), /* @__PURE__ */ E(ye, {
+								id: "pf-desc",
+								value: d.description,
+								onChange: (e) => f((t) => ({
+									...t,
+									description: e.target.value
+								})),
+								placeholder: "Optional notes about this strategy",
+								rows: 3
+							})]
+						})
+					]
+				}),
+				/* @__PURE__ */ D(L, { children: [/* @__PURE__ */ E(k, {
+					variant: "outline",
+					onClick: () => t(!1),
+					disabled: g,
+					children: "Cancel"
+				}), /* @__PURE__ */ E(k, {
+					onClick: () => {
+						if (!_) return;
+						let e = Q(d.driftThresholdPct), r = d.modelPortfolioId === X ? null : d.modelPortfolioId, i = d.householdId === X ? null : d.householdId;
+						n ? l.mutate({
+							id: n.id,
+							input: {
+								name: d.name.trim(),
+								baseCurrency: d.baseCurrency.trim() || "USD",
+								description: d.description.trim() || null,
+								driftThresholdPct: e,
+								status: d.status,
+								modelPortfolioId: r
+							}
+						}, { onSuccess: () => t(!1) }) : c.mutate({
+							name: d.name.trim(),
+							baseCurrency: d.baseCurrency.trim() || "USD",
+							description: d.description.trim() || null,
+							driftThresholdPct: e,
+							modelPortfolioId: r,
+							householdId: i
+						}, { onSuccess: () => t(!1) });
+					},
+					disabled: !_ || g,
+					children: g ? "Saving…" : n ? "Save changes" : "Create portfolio"
+				})] })
+			]
+		})
+	});
+}
+function Te() {
+	return {
+		accountId: "",
+		symbol: "",
+		name: "",
+		assetClass: "EQUITY",
+		quantity: "0",
+		lastPrice: "0",
+		costBasis: "0"
+	};
+}
+function Ee({ open: t, onOpenChange: r, portfolioId: i, editing: a }) {
+	let { data: o } = e(), s = n(), c = l(), [u, d] = x(Te), [f, p] = x(null), m = a?.id ?? "new";
+	t && f !== m && (p(m), d(a ? {
+		accountId: a.accountId,
+		symbol: a.symbol,
+		name: a.name ?? "",
+		assetClass: a.assetClass,
+		quantity: String(a.quantity),
+		lastPrice: String(a.lastPrice),
+		costBasis: String(a.costBasis)
+	} : Te())), !t && f !== null && p(null);
+	let h = s.isPending || c.isPending, g = u.symbol.trim().length > 0, _ = a ? !0 : u.accountId.trim().length > 0, v = g && _ && !h;
+	return /* @__PURE__ */ E(P, {
+		open: t,
+		onOpenChange: r,
+		children: /* @__PURE__ */ D(F, {
+			className: "max-h-[90vh] overflow-y-auto sm:max-w-lg",
+			children: [
+				/* @__PURE__ */ D(R, { children: [/* @__PURE__ */ E(ae, { children: a ? "Edit holding" : "Add holding" }), /* @__PURE__ */ E(I, { children: a ? "Update the position details for this holding." : "Add a position to this portfolio from one of your accounts." })] }),
+				/* @__PURE__ */ D("div", {
+					className: "space-y-4 py-2",
+					children: [
+						a ? null : /* @__PURE__ */ D("div", {
+							className: "space-y-1.5",
+							children: [
+								/* @__PURE__ */ E(H, {
+									htmlFor: "h-account",
+									children: "Account"
+								}),
+								/* @__PURE__ */ D(U, {
+									value: u.accountId,
+									onValueChange: (e) => d((t) => ({
+										...t,
+										accountId: e
+									})),
+									children: [/* @__PURE__ */ E(K, {
+										id: "h-account",
+										"aria-invalid": !_,
+										children: /* @__PURE__ */ E(q, { placeholder: "Select account" })
+									}), /* @__PURE__ */ E(W, { children: o.map((e) => /* @__PURE__ */ E(G, {
+										value: e.id,
+										children: e.name
+									}, e.id)) })]
+								}),
+								o.length === 0 ? /* @__PURE__ */ E("p", {
+									className: "text-xs text-text-secondary",
+									children: "No accounts yet — create an account first."
+								}) : null
+							]
+						}),
+						/* @__PURE__ */ D("div", {
+							className: "grid grid-cols-2 gap-4",
+							children: [/* @__PURE__ */ D("div", {
+								className: "space-y-1.5",
+								children: [/* @__PURE__ */ E(H, {
+									htmlFor: "h-symbol",
+									children: "Symbol"
+								}), /* @__PURE__ */ E(V, {
+									id: "h-symbol",
+									value: u.symbol,
+									onChange: (e) => d((t) => ({
+										...t,
+										symbol: e.target.value
+									})),
+									placeholder: "AAPL",
+									disabled: !!a,
+									"aria-invalid": !g
+								})]
+							}), /* @__PURE__ */ D("div", {
+								className: "space-y-1.5",
+								children: [/* @__PURE__ */ E(H, {
+									htmlFor: "h-class",
+									children: "Asset class"
+								}), /* @__PURE__ */ D(U, {
+									value: u.assetClass,
+									onValueChange: (e) => d((t) => ({
+										...t,
+										assetClass: e
+									})),
+									children: [/* @__PURE__ */ E(K, {
+										id: "h-class",
+										children: /* @__PURE__ */ E(q, {})
+									}), /* @__PURE__ */ E(W, { children: be.map((e) => /* @__PURE__ */ E(G, {
+										value: e,
+										children: Z(e)
+									}, e)) })]
+								})]
+							})]
+						}),
+						/* @__PURE__ */ D("div", {
+							className: "space-y-1.5",
+							children: [/* @__PURE__ */ E(H, {
+								htmlFor: "h-name",
+								children: "Name"
+							}), /* @__PURE__ */ E(V, {
+								id: "h-name",
+								value: u.name,
+								onChange: (e) => d((t) => ({
+									...t,
+									name: e.target.value
+								})),
+								placeholder: "Apple Inc."
+							})]
+						}),
+						/* @__PURE__ */ D("div", {
+							className: "grid grid-cols-3 gap-4",
+							children: [
+								/* @__PURE__ */ D("div", {
+									className: "space-y-1.5",
+									children: [/* @__PURE__ */ E(H, {
+										htmlFor: "h-qty",
+										children: "Quantity"
+									}), /* @__PURE__ */ E(V, {
+										id: "h-qty",
+										type: "number",
+										step: "any",
+										value: u.quantity,
+										onChange: (e) => d((t) => ({
+											...t,
+											quantity: e.target.value
+										}))
+									})]
+								}),
+								/* @__PURE__ */ D("div", {
+									className: "space-y-1.5",
+									children: [/* @__PURE__ */ E(H, {
+										htmlFor: "h-price",
+										children: "Last price"
+									}), /* @__PURE__ */ E(V, {
+										id: "h-price",
+										type: "number",
+										step: "any",
+										value: u.lastPrice,
+										onChange: (e) => d((t) => ({
+											...t,
+											lastPrice: e.target.value
+										}))
+									})]
+								}),
+								/* @__PURE__ */ D("div", {
+									className: "space-y-1.5",
+									children: [/* @__PURE__ */ E(H, {
+										htmlFor: "h-cost",
+										children: "Cost basis"
+									}), /* @__PURE__ */ E(V, {
+										id: "h-cost",
+										type: "number",
+										step: "any",
+										value: u.costBasis,
+										onChange: (e) => d((t) => ({
+											...t,
+											costBasis: e.target.value
+										}))
+									})]
+								})
+							]
+						})
+					]
+				}),
+				/* @__PURE__ */ D(L, { children: [/* @__PURE__ */ E(k, {
+					variant: "outline",
+					onClick: () => r(!1),
+					disabled: h,
+					children: "Cancel"
+				}), /* @__PURE__ */ E(k, {
+					onClick: () => {
+						!g || !_ || (a ? c.mutate({
+							id: a.id,
+							input: {
+								name: u.name.trim() || null,
+								assetClass: u.assetClass,
+								quantity: Q(u.quantity),
+								lastPrice: Q(u.lastPrice),
+								costBasis: Q(u.costBasis)
+							}
+						}, { onSuccess: () => r(!1) }) : s.mutate({
+							accountId: u.accountId,
+							portfolioId: i,
+							symbol: u.symbol.trim().toUpperCase(),
+							name: u.name.trim() || null,
+							assetClass: u.assetClass,
+							quantity: Q(u.quantity),
+							lastPrice: Q(u.lastPrice),
+							costBasis: Q(u.costBasis)
+						}, { onSuccess: () => r(!1) }));
+					},
+					disabled: !v,
+					children: h ? "Saving…" : a ? "Save changes" : "Add holding"
+				})] })
+			]
+		})
+	});
+}
+function De({ portfolioId: e, onOpenChange: t }) {
+	let { data: n, isLoading: r, isError: a, refetch: o } = s(e ?? void 0), c = i(), [l, u] = x(!1), [m, g] = x(null), S = n?.holdings ?? [], C = n?.baseCurrency ?? "USD", P = S.reduce((e, t) => e + t.marketValue, 0), F = b(() => {
+		if (S.length === 0 || P <= 0) return [];
+		let e = /* @__PURE__ */ new Map();
+		return S.forEach((t) => e.set(t.assetClass, (e.get(t.assetClass) ?? 0) + t.marketValue)), Array.from(e.entries()).map(([e, t]) => ({
+			label: Z(e),
+			value: t / P * 100,
+			caption: _(t, C),
+			tone: "default"
+		})).sort((e, t) => t.value - e.value);
+	}, [
+		S,
+		P,
+		C
+	]), I = b(() => Se(n?.targetAllocation), [n?.targetAllocation]), L = () => {
+		g(null), u(!0);
+	}, R = (e) => {
+		g(e), u(!0);
+	};
+	return /* @__PURE__ */ E(ue, {
+		open: e !== null,
+		onOpenChange: t,
+		children: /* @__PURE__ */ E(de, {
+			className: "flex w-full flex-col gap-0 overflow-y-auto p-0 sm:max-w-2xl",
+			children: r ? /* @__PURE__ */ E("div", {
+				className: "p-6",
+				children: /* @__PURE__ */ E(h, { rows: 5 })
+			}) : a ? /* @__PURE__ */ E("div", {
+				className: "p-6",
+				children: /* @__PURE__ */ E(p, { onRetry: () => o() })
+			}) : n ? /* @__PURE__ */ D(re, { children: [
+				/* @__PURE__ */ D(pe, {
+					className: "border-b border-border-subtle p-6",
+					children: [/* @__PURE__ */ D("div", {
+						className: "flex items-center gap-2",
+						children: [/* @__PURE__ */ E(me, {
+							className: "text-xl",
+							children: n.name
+						}), /* @__PURE__ */ E(O, {
+							variant: y(n.status),
+							children: Z(n.status)
+						})]
+					}), /* @__PURE__ */ E(fe, { children: n.description?.trim() ? n.description : `${n.baseCurrency} · Drift threshold ${v(n.driftThresholdPct)}` })]
+				}),
+				/* @__PURE__ */ D("div", {
+					className: "space-y-6 p-6",
+					children: [
+						/* @__PURE__ */ D("div", {
+							className: "grid grid-cols-2 gap-4",
+							children: [/* @__PURE__ */ E(A, { children: /* @__PURE__ */ D(j, {
+								className: "space-y-1 p-4",
+								children: [/* @__PURE__ */ E("p", {
+									className: "text-xs text-text-secondary",
+									children: "Market value"
+								}), /* @__PURE__ */ E("p", {
+									className: "text-2xl font-semibold text-text-primary",
+									children: _(P, C)
+								})]
+							}) }), /* @__PURE__ */ E(A, { children: /* @__PURE__ */ D(j, {
+								className: "space-y-1 p-4",
+								children: [/* @__PURE__ */ E("p", {
+									className: "text-xs text-text-secondary",
+									children: "Holdings"
+								}), /* @__PURE__ */ E("p", {
+									className: "text-2xl font-semibold text-text-primary",
+									children: S.length
+								})]
+							}) })]
+						}),
+						/* @__PURE__ */ D("div", {
+							className: "grid gap-4 md:grid-cols-2",
+							children: [/* @__PURE__ */ D(A, { children: [/* @__PURE__ */ E(M, {
+								className: "pb-3",
+								children: /* @__PURE__ */ E(N, {
+									className: "text-sm",
+									children: "Target allocation"
+								})
+							}), /* @__PURE__ */ E(j, { children: I.length > 0 ? /* @__PURE__ */ E(d, { data: I }) : /* @__PURE__ */ E("p", {
+								className: "text-sm text-text-secondary",
+								children: "No target allocation set for this portfolio."
+							}) })] }), /* @__PURE__ */ D(A, { children: [/* @__PURE__ */ E(M, {
+								className: "pb-3",
+								children: /* @__PURE__ */ E(N, {
+									className: "text-sm",
+									children: "Actual allocation"
+								})
+							}), /* @__PURE__ */ E(j, { children: F.length > 0 ? /* @__PURE__ */ E(d, { data: F }) : /* @__PURE__ */ E("p", {
+								className: "text-sm text-text-secondary",
+								children: "Add holdings to see the live allocation."
+							}) })] })]
+						}),
+						/* @__PURE__ */ D(A, { children: [/* @__PURE__ */ D(M, {
+							className: "flex flex-row items-center justify-between",
+							children: [/* @__PURE__ */ D("div", { children: [/* @__PURE__ */ E(N, {
+								className: "text-base",
+								children: "Holdings"
+							}), /* @__PURE__ */ E(ie, { children: "Positions held in this portfolio" })] }), /* @__PURE__ */ D(k, {
+								size: "sm",
+								onClick: L,
+								children: [/* @__PURE__ */ E(T, {
+									className: "size-4",
+									"aria-hidden": "true"
+								}), "Add holding"]
+							})]
+						}), /* @__PURE__ */ E(j, { children: S.length === 0 ? /* @__PURE__ */ E(f, {
+							icon: /* @__PURE__ */ E(w, {
+								className: "size-6",
+								"aria-hidden": "true"
+							}),
+							title: "No holdings yet",
+							description: "Add positions to start tracking this portfolio.",
+							action: /* @__PURE__ */ D(k, {
+								size: "sm",
+								onClick: L,
+								children: [/* @__PURE__ */ E(T, {
+									className: "size-4",
+									"aria-hidden": "true"
+								}), "Add holding"]
+							})
+						}) : /* @__PURE__ */ E("div", {
+							className: "overflow-x-auto",
+							children: /* @__PURE__ */ D(he, { children: [/* @__PURE__ */ E(_e, { children: /* @__PURE__ */ D(ve, { children: [
+								/* @__PURE__ */ E(Y, { children: "Symbol" }),
+								/* @__PURE__ */ E(Y, { children: "Class" }),
+								/* @__PURE__ */ E(Y, {
+									className: "text-right",
+									children: "Qty"
+								}),
+								/* @__PURE__ */ E(Y, {
+									className: "text-right",
+									children: "Price"
+								}),
+								/* @__PURE__ */ E(Y, {
+									className: "text-right",
+									children: "Market value"
+								}),
+								/* @__PURE__ */ E(Y, {
+									className: "text-right",
+									children: "Gain"
+								}),
+								/* @__PURE__ */ E(Y, { className: "w-10" })
+							] }) }), /* @__PURE__ */ E(ge, { children: S.map((e) => {
+								let t = e.marketValue - e.costBasis;
+								return /* @__PURE__ */ D(ve, { children: [
+									/* @__PURE__ */ D(J, { children: [/* @__PURE__ */ E("div", {
+										className: "font-semibold text-text-primary",
+										children: e.symbol
+									}), e.name ? /* @__PURE__ */ E("div", {
+										className: "text-xs text-text-secondary",
+										children: e.name
+									}) : null] }),
+									/* @__PURE__ */ E(J, { children: /* @__PURE__ */ E(O, {
+										variant: "outline",
+										children: Z(e.assetClass)
+									}) }),
+									/* @__PURE__ */ E(J, {
+										className: "text-right tabular-nums",
+										children: e.quantity
+									}),
+									/* @__PURE__ */ E(J, {
+										className: "text-right tabular-nums",
+										children: _(e.lastPrice, e.currency)
+									}),
+									/* @__PURE__ */ E(J, {
+										className: "text-right font-medium tabular-nums",
+										children: _(e.marketValue, e.currency)
+									}),
+									/* @__PURE__ */ E(J, {
+										className: "text-right tabular-nums",
+										children: /* @__PURE__ */ E(Ce, {
+											value: t,
+											currency: e.currency
+										})
+									}),
+									/* @__PURE__ */ E(J, {
+										className: "text-right",
+										children: /* @__PURE__ */ D(z, { children: [/* @__PURE__ */ E(le, {
+											asChild: !0,
+											children: /* @__PURE__ */ E(k, {
+												variant: "ghost",
+												size: "icon",
+												className: "size-10",
+												"aria-label": `Actions for ${e.symbol}`,
+												children: /* @__PURE__ */ E(ee, {
+													className: "size-4",
+													"aria-hidden": "true"
+												})
+											})
+										}), /* @__PURE__ */ D(oe, {
+											align: "end",
+											children: [
+												/* @__PURE__ */ E(se, { children: e.symbol }),
+												/* @__PURE__ */ E(ce, {}),
+												/* @__PURE__ */ D(B, {
+													className: "gap-2",
+													onClick: () => R(e),
+													children: [/* @__PURE__ */ E(te, {
+														className: "size-4",
+														"aria-hidden": "true"
+													}), "Edit"]
+												}),
+												/* @__PURE__ */ D(B, {
+													className: "gap-2 text-status-error-text focus:text-status-error-text",
+													disabled: c.isPending,
+													onClick: () => c.mutate(e.id),
+													children: [/* @__PURE__ */ E(ne, {
+														className: "size-4",
+														"aria-hidden": "true"
+													}), "Delete"]
+												})
+											]
+										})] })
+									})
+								] }, e.id);
+							}) })] })
+						}) })] })
+					]
+				}),
+				/* @__PURE__ */ E(Ee, {
+					open: l,
+					onOpenChange: u,
+					portfolioId: n.id,
+					editing: m
+				})
+			] }) : /* @__PURE__ */ E("div", {
+				className: "p-6",
+				children: /* @__PURE__ */ E(f, {
+					icon: /* @__PURE__ */ E(w, {
+						className: "size-6",
+						"aria-hidden": "true"
+					}),
+					title: "Portfolio not found",
+					description: "This portfolio may have been archived or removed."
+				})
+			})
+		})
+	});
+}
+function Oe() {
+	let { data: e, isLoading: n, isError: r, refetch: i } = c(), a = t(), [o, s] = x(!1), [l, u] = x(null), [d, _] = x(null), b = e.filter((e) => e.status === "ACTIVE").length, S = e.filter((e) => e.status === "DRAFT").length, C = e.length > 0 ? e.reduce((e, t) => e + t.driftThresholdPct, 0) / e.length : 0, P = () => {
+		u(null), s(!0);
+	}, F = (e) => {
+		u(e), s(!0);
+	};
+	return /* @__PURE__ */ D(g, {
+		title: "Portfolios",
+		description: "Organize holdings into strategies and keep allocations on target.",
+		badges: e.length > 0 ? [`${e.length} total`] : [],
+		actions: /* @__PURE__ */ D(k, {
+			size: "sm",
+			onClick: P,
+			children: [/* @__PURE__ */ E(T, {
+				className: "size-4",
+				"aria-hidden": "true"
+			}), "New portfolio"]
+		}),
+		children: [
+			n ? /* @__PURE__ */ E(h, { rows: 4 }) : r ? /* @__PURE__ */ E(p, { onRetry: () => i() }) : e.length === 0 ? /* @__PURE__ */ E(f, {
+				icon: /* @__PURE__ */ E(w, {
+					className: "size-6",
+					"aria-hidden": "true"
+				}),
+				title: "No portfolios yet",
+				description: "Create your first portfolio to start organizing holdings and tracking drift.",
+				action: /* @__PURE__ */ D(k, {
+					size: "sm",
+					onClick: P,
+					children: [/* @__PURE__ */ E(T, {
+						className: "size-4",
+						"aria-hidden": "true"
+					}), "New portfolio"]
+				})
+			}) : /* @__PURE__ */ D(re, { children: [/* @__PURE__ */ E(m, { items: [
 				{
-					label: "Total Portfolio Value",
-					value: r(E),
-					trend: "+9.8% overall"
+					label: "Portfolios",
+					value: String(e.length)
 				},
 				{
-					label: "Active Portfolios",
-					value: String(w.length)
+					label: "Active",
+					value: String(b)
 				},
 				{
-					label: "Weighted YTD Return",
-					value: `${D.toFixed(1)}%`,
-					trend: "Above benchmark"
+					label: "Drafts",
+					value: String(S)
 				},
 				{
-					label: "Asset Count",
-					value: String(T.length),
-					trend: "Across all strategies"
+					label: "Avg drift threshold",
+					value: v(C)
 				}
-			] }),
-			/* @__PURE__ */ l("div", {
-				className: "grid gap-4 lg:grid-cols-3",
-				children: w.map((e) => {
-					let t = Math.round(e.value / E * 100);
-					return /* @__PURE__ */ u(p, { children: [/* @__PURE__ */ l(g, {
+			] }), /* @__PURE__ */ E("div", {
+				className: "grid gap-4 md:grid-cols-2 xl:grid-cols-3",
+				children: e.map((e) => /* @__PURE__ */ D(A, {
+					className: "flex flex-col",
+					children: [/* @__PURE__ */ D(M, {
 						className: "pb-3",
-						children: /* @__PURE__ */ u("div", {
-							className: "flex items-center justify-between",
-							children: [/* @__PURE__ */ u(_, {
-								className: "text-base flex items-center gap-2",
-								children: [/* @__PURE__ */ l(i, { className: "h-4 w-4" }), e.name]
-							}), /* @__PURE__ */ u(d, {
-								variant: e.risk === "High" ? "destructive" : e.risk === "Moderate" ? "secondary" : "outline",
-								children: [e.risk, " Risk"]
-							})]
-						})
-					}), /* @__PURE__ */ u(m, {
-						className: "space-y-3",
-						children: [
-							/* @__PURE__ */ u("div", { children: [/* @__PURE__ */ l("span", {
-								className: "text-2xl font-bold",
-								children: r(e.value)
-							}), /* @__PURE__ */ u("span", {
-								className: "ml-2 text-sm text-emerald-600",
+						children: [/* @__PURE__ */ D("div", {
+							className: "flex items-start justify-between gap-2",
+							children: [/* @__PURE__ */ D(N, {
+								className: "flex items-center gap-2 text-base",
+								children: [/* @__PURE__ */ E(w, {
+									className: "size-4 text-text-secondary",
+									"aria-hidden": "true"
+								}), e.name]
+							}), /* @__PURE__ */ D(z, { children: [/* @__PURE__ */ E(le, {
+								asChild: !0,
+								children: /* @__PURE__ */ E(k, {
+									variant: "ghost",
+									size: "icon",
+									className: "size-10",
+									"aria-label": `Actions for ${e.name}`,
+									children: /* @__PURE__ */ E(ee, {
+										className: "size-4",
+										"aria-hidden": "true"
+									})
+								})
+							}), /* @__PURE__ */ D(oe, {
+								align: "end",
 								children: [
-									"+",
-									e.ytdReturnPct,
-									"% YTD"
-								]
-							})] }),
-							/* @__PURE__ */ u("div", {
-								className: "space-y-1",
-								children: [/* @__PURE__ */ u("div", {
-									className: "flex justify-between text-xs text-muted-foreground",
-									children: [/* @__PURE__ */ l("span", { children: "Portfolio allocation" }), /* @__PURE__ */ u("span", { children: [t, "%"] })]
-								}), /* @__PURE__ */ l("div", {
-									className: "h-2 rounded bg-muted overflow-hidden",
-									children: /* @__PURE__ */ l("div", {
-										className: "h-2 rounded bg-primary",
-										style: { width: `${t}%` }
+									/* @__PURE__ */ E(se, { children: e.name }),
+									/* @__PURE__ */ E(ce, {}),
+									/* @__PURE__ */ D(B, {
+										className: "gap-2",
+										onClick: () => F(e),
+										children: [/* @__PURE__ */ E(te, {
+											className: "size-4",
+											"aria-hidden": "true"
+										}), "Edit"]
+									}),
+									/* @__PURE__ */ D(B, {
+										className: "gap-2 text-status-error-text focus:text-status-error-text",
+										disabled: a.isPending || e.status === "ARCHIVED",
+										onClick: () => a.mutate(e.id),
+										children: [/* @__PURE__ */ E(ne, {
+											className: "size-4",
+											"aria-hidden": "true"
+										}), "Archive"]
 									})
-								})]
-							}),
-							/* @__PURE__ */ u("div", {
-								className: "flex gap-2",
-								children: [/* @__PURE__ */ u(f, {
-									variant: "outline",
-									size: "sm",
-									className: "flex-1",
-									children: [/* @__PURE__ */ l(c, { className: "mr-1 h-3 w-3" }), "Analyze"]
-								}), /* @__PURE__ */ u(f, {
+								]
+							})] })]
+						}), e.description?.trim() ? /* @__PURE__ */ E(ie, {
+							className: "line-clamp-2",
+							children: e.description
+						}) : null]
+					}), /* @__PURE__ */ D(j, {
+						className: "flex flex-1 flex-col justify-between gap-4",
+						children: [/* @__PURE__ */ D("div", {
+							className: "flex flex-wrap items-center gap-2",
+							children: [
+								/* @__PURE__ */ E(O, {
+									variant: y(e.status),
+									children: Z(e.status)
+								}),
+								/* @__PURE__ */ E(O, {
 									variant: "outline",
-									size: "sm",
-									className: "flex-1",
-									children: [/* @__PURE__ */ l(s, { className: "mr-1 h-3 w-3" }), "Rebalance"]
-								})]
-							})
-						]
-					})] }, e.id);
-				})
+									children: e.baseCurrency
+								}),
+								/* @__PURE__ */ D(O, {
+									variant: "secondary",
+									children: ["Drift ", v(e.driftThresholdPct)]
+								})
+							]
+						}), /* @__PURE__ */ E(k, {
+							variant: "outline",
+							size: "sm",
+							className: "w-full",
+							onClick: () => _(e.id),
+							children: "View holdings"
+						})]
+					})]
+				}, e.id))
+			})] }),
+			/* @__PURE__ */ E(we, {
+				open: o,
+				onOpenChange: s,
+				editing: l
 			}),
-			/* @__PURE__ */ u(p, { children: [/* @__PURE__ */ u(g, { children: [/* @__PURE__ */ u(_, {
-				className: "flex items-center gap-2",
-				children: [/* @__PURE__ */ l(a, { className: "h-5 w-5" }), "Allocation Breakdown"]
-			}), /* @__PURE__ */ l(h, { children: "Visual distribution of capital across strategies" })] }), /* @__PURE__ */ u(m, { children: [/* @__PURE__ */ l("div", {
-				className: "flex h-8 rounded overflow-hidden",
-				children: w.map((e, t) => {
-					let n = [
-						"bg-blue-500",
-						"bg-purple-500",
-						"bg-emerald-500"
-					], r = e.value / E * 100;
-					return /* @__PURE__ */ u("div", {
-						className: `${n[t % n.length]} flex items-center justify-center text-[10px] font-medium text-white`,
-						style: { width: `${r}%` },
-						children: [r.toFixed(0), "%"]
-					}, e.id);
-				})
-			}), /* @__PURE__ */ l("div", {
-				className: "mt-3 flex flex-wrap gap-4",
-				children: w.map((e, t) => {
-					let n = [
-						"bg-blue-500",
-						"bg-purple-500",
-						"bg-emerald-500"
-					];
-					return /* @__PURE__ */ u("div", {
-						className: "flex items-center gap-2 text-sm",
-						children: [/* @__PURE__ */ l("div", { className: `h-3 w-3 rounded-full ${n[t % n.length]}` }), e.name]
-					}, e.id);
-				})
-			})] })] }),
-			/* @__PURE__ */ u(p, { children: [/* @__PURE__ */ u(g, {
-				className: "flex flex-row items-center justify-between",
-				children: [/* @__PURE__ */ u("div", { children: [/* @__PURE__ */ l(_, { children: "Holdings" }), /* @__PURE__ */ l(h, { children: "All securities across every portfolio" })] }), /* @__PURE__ */ u(f, {
-					size: "sm",
-					children: [/* @__PURE__ */ l(o, { className: "mr-1 h-4 w-4" }), "Add Position"]
-				})]
-			}), /* @__PURE__ */ l(m, { children: /* @__PURE__ */ u(v, { children: [/* @__PURE__ */ l(S, { children: /* @__PURE__ */ u(C, { children: [
-				/* @__PURE__ */ l(x, { children: "Symbol" }),
-				/* @__PURE__ */ l(x, { children: "Name" }),
-				/* @__PURE__ */ l(x, { children: "Sector" }),
-				/* @__PURE__ */ l(x, {
-					className: "text-right",
-					children: "Market Value"
-				}),
-				/* @__PURE__ */ l(x, {
-					className: "text-right",
-					children: "Change %"
-				})
-			] }) }), /* @__PURE__ */ l(y, { children: T.map((e) => /* @__PURE__ */ u(C, { children: [
-				/* @__PURE__ */ l(b, {
-					className: "font-semibold",
-					children: e.symbol
-				}),
-				/* @__PURE__ */ l(b, { children: e.name }),
-				/* @__PURE__ */ l(b, { children: /* @__PURE__ */ l(d, {
-					variant: "outline",
-					children: e.sector
-				}) }),
-				/* @__PURE__ */ l(b, {
-					className: "text-right",
-					children: r(e.marketValue)
-				}),
-				/* @__PURE__ */ u(b, {
-					className: `text-right ${e.changePct >= 0 ? "text-emerald-600" : "text-red-600"}`,
-					children: [
-						e.changePct >= 0 ? "+" : "",
-						e.changePct,
-						"%"
-					]
-				})
-			] }, e.symbol)) })] }) })] })
+			/* @__PURE__ */ E(De, {
+				portfolioId: d,
+				onOpenChange: (e) => {
+					e || _(null);
+				}
+			})
 		]
 	});
 }
 //#endregion
-export { w as PortfoliosPage };
+export { Oe as PortfoliosPage };
 
 //# sourceMappingURL=PortfoliosPage.js.map