@burdenoff/microfe-brainyrich 2026.525.1 → 2026.706.1

package/dist/brainyrich/pages/PortfoliosPage.js

@@ -1,175 +1,886 @@
-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 { useArchivePortfolio as e, useCreateHolding as t, useCreatePortfolio as n, useDeleteHolding as r, useHouseholds as i, useModelPortfolios as a, usePagedPortfolios as o, usePortfolio as s, useUpdateHolding as c, useUpdatePortfolio as l } from "../hooks/useBrainyRichApi.js";
+import { LoadMore as u } from "../components/LoadMore.js";
+import { ConfirmDialog as d } from "../components/ConfirmDialog.js";
+import { AccountPicker as f } from "../components/pickers.js";
+import "../components/index.js";
+import { AllocationBars as p, EmptyState as m, ErrorState as h, KpiGrid as g, LoadingState as _, SectionShell as v, formatMoney as y, formatPct as b, statusBadgeVariant as ee } from "./_shared.js";
+import { TagField as te } from "../components/reuse/TagField.js";
+import { CommentThread as ne } from "../components/reuse/CommentThread.js";
+import { useMemo as x, useState as S } from "react";
+import { ArrowDownRight as C, ArrowUpRight as w, Briefcase as T, MoreHorizontal as re, Pencil as ie, Plus as E, Trash2 as ae } from "lucide-react";
+import { Fragment as oe, jsx as D, jsxs as O } from "react/jsx-runtime";
+import { Badge as k, Button as A, Card as j, CardContent as M, CardDescription as N, CardHeader as P, CardTitle as F, Dialog as I, DialogContent as L, DialogDescription as R, DialogFooter as z, DialogHeader as B, DialogTitle as se, DropdownMenu as ce, DropdownMenuContent as le, DropdownMenuItem as V, DropdownMenuLabel as ue, DropdownMenuSeparator as de, DropdownMenuTrigger as fe, Input as H, Label as U, Select as W, SelectContent as G, SelectItem as K, SelectTrigger as q, SelectValue as J, Sheet as pe, SheetContent as me, SheetDescription as he, SheetHeader as ge, SheetTitle as _e, Table as ve, TableBody as ye, TableCell as Y, TableHead as X, TableHeader as be, TableRow as xe, Textarea as Se } 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 Ce = [
+	"EQUITY",
+	"FIXED_INCOME",
+	"CASH",
+	"REAL_ESTATE",
+	"COMMODITY",
+	"CRYPTO",
+	"ALTERNATIVE"
+], we = [
+	"DRAFT",
+	"ACTIVE",
+	"ARCHIVED"
+], Z = "__none__", Q = (e) => e.toLowerCase().split("_").map((e) => e.charAt(0).toUpperCase() + e.slice(1)).join(" "), $ = (e) => {
+	if (e.trim() === "") return;
+	let t = Number(e);
+	return Number.isFinite(t) ? t : void 0;
+};
+function Te(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: Q(e.label),
+		value: e.value,
+		tone: "accent"
+	}));
+}
+function Ee({ 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 ? w : r ? C : null;
+	return /* @__PURE__ */ O("span", {
+		className: `inline-flex items-center justify-end gap-1 font-medium ${i}`,
 		children: [
-			/* @__PURE__ */ l(t, { items: [
-				{
-					label: "Total Portfolio Value",
-					value: r(E),
-					trend: "+9.8% overall"
-				},
-				{
-					label: "Active Portfolios",
-					value: String(w.length)
-				},
-				{
-					label: "Weighted YTD Return",
-					value: `${D.toFixed(1)}%`,
-					trend: "Above benchmark"
-				},
-				{
-					label: "Asset Count",
-					value: String(T.length),
-					trend: "Across all strategies"
-				}
-			] }),
-			/* @__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, {
-						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"]
+			a ? /* @__PURE__ */ D(a, {
+				className: "size-3.5",
+				"aria-hidden": "true"
+			}) : null,
+			n ? "+" : "",
+			y(e, t)
+		]
+	});
+}
+function De() {
+	return {
+		name: "",
+		baseCurrency: "USD",
+		description: "",
+		driftThresholdPct: "5",
+		status: "DRAFT",
+		modelPortfolioId: Z,
+		householdId: Z
+	};
+}
+function Oe({ open: e, onOpenChange: t, editing: r }) {
+	let { data: o } = a(), { data: s } = i(), c = n(), u = l(), [d, f] = S(De), [p, m] = S(null), h = r?.id ?? "new";
+	e && p !== h && (m(h), f(r ? {
+		name: r.name,
+		baseCurrency: r.baseCurrency,
+		description: r.description ?? "",
+		driftThresholdPct: String(r.driftThresholdPct),
+		status: r.status,
+		modelPortfolioId: r.modelPortfolioId ?? Z,
+		householdId: r.householdId ?? Z
+	} : De())), !e && p !== null && m(null);
+	let g = c.isPending || u.isPending, _ = d.name.trim().length > 0;
+	return /* @__PURE__ */ D(I, {
+		open: e,
+		onOpenChange: t,
+		children: /* @__PURE__ */ O(L, {
+			className: "max-h-[90vh] overflow-y-auto sm:max-w-lg",
+			children: [
+				/* @__PURE__ */ O(B, { children: [/* @__PURE__ */ D(se, { children: r ? "Edit portfolio" : "New portfolio" }), /* @__PURE__ */ D(R, { children: r ? "Update this portfolio’s strategy settings." : "Create an investment portfolio to organize and rebalance holdings." })] }),
+				/* @__PURE__ */ O("div", {
+					className: "space-y-4 py-2",
+					children: [
+						/* @__PURE__ */ O("div", {
+							className: "space-y-1.5",
+							children: [/* @__PURE__ */ D(U, {
+								htmlFor: "pf-name",
+								children: "Name"
+							}), /* @__PURE__ */ D(H, {
+								id: "pf-name",
+								value: d.name,
+								onChange: (e) => f((t) => ({
+									...t,
+									name: e.target.value
+								})),
+								placeholder: "Growth Portfolio",
+								"aria-invalid": !_
+							})]
+						}),
+						/* @__PURE__ */ O("div", {
+							className: "grid grid-cols-2 gap-4",
+							children: [/* @__PURE__ */ O("div", {
+								className: "space-y-1.5",
+								children: [/* @__PURE__ */ D(U, {
+									htmlFor: "pf-currency",
+									children: "Base currency"
+								}), /* @__PURE__ */ D(H, {
+									id: "pf-currency",
+									value: d.baseCurrency,
+									onChange: (e) => f((t) => ({
+										...t,
+										baseCurrency: e.target.value.toUpperCase()
+									})),
+									placeholder: "USD",
+									maxLength: 3
+								})]
+							}), /* @__PURE__ */ O("div", {
+								className: "space-y-1.5",
+								children: [/* @__PURE__ */ D(U, {
+									htmlFor: "pf-drift",
+									children: "Drift threshold %"
+								}), /* @__PURE__ */ D(H, {
+									id: "pf-drift",
+									type: "number",
+									min: 0,
+									step: "0.5",
+									value: d.driftThresholdPct,
+									onChange: (e) => f((t) => ({
+										...t,
+										driftThresholdPct: e.target.value
+									}))
+								})]
+							})]
+						}),
+						r ? /* @__PURE__ */ O("div", {
+							className: "space-y-1.5",
+							children: [/* @__PURE__ */ D(U, {
+								htmlFor: "pf-status",
+								children: "Status"
+							}), /* @__PURE__ */ O(W, {
+								value: d.status,
+								onValueChange: (e) => f((t) => ({
+									...t,
+									status: e
+								})),
+								children: [/* @__PURE__ */ D(q, {
+									id: "pf-status",
+									children: /* @__PURE__ */ D(J, {})
+								}), /* @__PURE__ */ D(G, { children: we.map((e) => /* @__PURE__ */ D(K, {
+									value: e,
+									children: Q(e)
+								}, e)) })]
+							})]
+						}) : null,
+						/* @__PURE__ */ O("div", {
+							className: "space-y-1.5",
+							children: [/* @__PURE__ */ D(U, {
+								htmlFor: "pf-model",
+								children: "Model portfolio"
+							}), /* @__PURE__ */ O(W, {
+								value: d.modelPortfolioId,
+								onValueChange: (e) => f((t) => ({
+									...t,
+									modelPortfolioId: e
+								})),
+								children: [/* @__PURE__ */ D(q, {
+									id: "pf-model",
+									children: /* @__PURE__ */ D(J, { placeholder: "None" })
+								}), /* @__PURE__ */ O(G, { children: [/* @__PURE__ */ D(K, {
+									value: Z,
+									children: "None"
+								}), o.map((e) => /* @__PURE__ */ D(K, {
+									value: e.id,
+									children: e.name
+								}, e.id))] })]
+							})]
+						}),
+						r ? null : /* @__PURE__ */ O("div", {
+							className: "space-y-1.5",
+							children: [/* @__PURE__ */ D(U, {
+								htmlFor: "pf-household",
+								children: "Household"
+							}), /* @__PURE__ */ O(W, {
+								value: d.householdId,
+								onValueChange: (e) => f((t) => ({
+									...t,
+									householdId: e
+								})),
+								children: [/* @__PURE__ */ D(q, {
+									id: "pf-household",
+									children: /* @__PURE__ */ D(J, { placeholder: "None" })
+								}), /* @__PURE__ */ O(G, { children: [/* @__PURE__ */ D(K, {
+									value: Z,
+									children: "None"
+								}), s.map((e) => /* @__PURE__ */ D(K, {
+									value: e.id,
+									children: e.name
+								}, e.id))] })]
+							})]
+						}),
+						/* @__PURE__ */ O("div", {
+							className: "space-y-1.5",
+							children: [/* @__PURE__ */ D(U, {
+								htmlFor: "pf-desc",
+								children: "Description"
+							}), /* @__PURE__ */ D(Se, {
+								id: "pf-desc",
+								value: d.description,
+								onChange: (e) => f((t) => ({
+									...t,
+									description: e.target.value
+								})),
+								placeholder: "Optional notes about this strategy",
+								rows: 3
 							})]
 						})
-					}), /* @__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: [
-									"+",
-									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__ */ O(z, { children: [/* @__PURE__ */ D(A, {
+					variant: "outline",
+					onClick: () => t(!1),
+					disabled: g,
+					children: "Cancel"
+				}), /* @__PURE__ */ D(A, {
+					onClick: () => {
+						if (!_) return;
+						let e = $(d.driftThresholdPct), n = d.modelPortfolioId === Z ? null : d.modelPortfolioId, i = d.householdId === Z ? null : d.householdId;
+						r ? u.mutate({
+							id: r.id,
+							input: {
+								name: d.name.trim(),
+								baseCurrency: d.baseCurrency.trim() || "USD",
+								description: d.description.trim() || null,
+								driftThresholdPct: e,
+								status: d.status,
+								modelPortfolioId: n
+							}
+						}, { onSuccess: () => t(!1) }) : c.mutate({
+							name: d.name.trim(),
+							baseCurrency: d.baseCurrency.trim() || "USD",
+							description: d.description.trim() || null,
+							driftThresholdPct: e,
+							modelPortfolioId: n,
+							householdId: i
+						}, { onSuccess: () => t(!1) });
+					},
+					disabled: !_ || g,
+					children: g ? "Saving…" : r ? "Save changes" : "Create portfolio"
+				})] })
+			]
+		})
+	});
+}
+function ke() {
+	return {
+		accountId: "",
+		symbol: "",
+		name: "",
+		assetClass: "EQUITY",
+		quantity: "0",
+		lastPrice: "0",
+		costBasis: "0"
+	};
+}
+function Ae({ open: e, onOpenChange: n, portfolioId: r, editing: i }) {
+	let a = t(), o = c(), [s, l] = S(ke), [u, d] = S(null), p = i?.id ?? "new";
+	e && u !== p && (d(p), l(i ? {
+		accountId: i.accountId,
+		symbol: i.symbol,
+		name: i.name ?? "",
+		assetClass: i.assetClass,
+		quantity: String(i.quantity),
+		lastPrice: String(i.lastPrice),
+		costBasis: String(i.costBasis)
+	} : ke())), !e && u !== null && d(null);
+	let m = a.isPending || o.isPending, h = s.symbol.trim().length > 0, g = i ? !0 : s.accountId.trim().length > 0, _ = h && g && !m;
+	return /* @__PURE__ */ D(I, {
+		open: e,
+		onOpenChange: n,
+		children: /* @__PURE__ */ O(L, {
+			className: "max-h-[90vh] overflow-y-auto sm:max-w-lg",
+			children: [
+				/* @__PURE__ */ O(B, { children: [/* @__PURE__ */ D(se, { children: i ? "Edit holding" : "Add holding" }), /* @__PURE__ */ D(R, { children: i ? "Update the position details for this holding." : "Add a position to this portfolio from one of your accounts." })] }),
+				/* @__PURE__ */ O("div", {
+					className: "space-y-4 py-2",
+					children: [
+						i ? null : /* @__PURE__ */ D(f, {
+							id: "h-account",
+							value: s.accountId,
+							onChange: (e) => l((t) => ({
+								...t,
+								accountId: e
+							})),
+							placeholder: "Select account"
+						}),
+						/* @__PURE__ */ O("div", {
+							className: "grid grid-cols-2 gap-4",
+							children: [/* @__PURE__ */ O("div", {
+								className: "space-y-1.5",
+								children: [/* @__PURE__ */ D(U, {
+									htmlFor: "h-symbol",
+									children: "Symbol"
+								}), /* @__PURE__ */ D(H, {
+									id: "h-symbol",
+									value: s.symbol,
+									onChange: (e) => l((t) => ({
+										...t,
+										symbol: e.target.value
+									})),
+									placeholder: "AAPL",
+									disabled: !!i,
+									"aria-invalid": !h
 								})]
-							}),
-							/* @__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, {
-									variant: "outline",
-									size: "sm",
-									className: "flex-1",
-									children: [/* @__PURE__ */ l(s, { className: "mr-1 h-3 w-3" }), "Rebalance"]
+							}), /* @__PURE__ */ O("div", {
+								className: "space-y-1.5",
+								children: [/* @__PURE__ */ D(U, {
+									htmlFor: "h-class",
+									children: "Asset class"
+								}), /* @__PURE__ */ O(W, {
+									value: s.assetClass,
+									onValueChange: (e) => l((t) => ({
+										...t,
+										assetClass: e
+									})),
+									children: [/* @__PURE__ */ D(q, {
+										id: "h-class",
+										children: /* @__PURE__ */ D(J, {})
+									}), /* @__PURE__ */ D(G, { children: Ce.map((e) => /* @__PURE__ */ D(K, {
+										value: e,
+										children: Q(e)
+									}, e)) })]
+								})]
+							})]
+						}),
+						/* @__PURE__ */ O("div", {
+							className: "space-y-1.5",
+							children: [/* @__PURE__ */ D(U, {
+								htmlFor: "h-name",
+								children: "Name"
+							}), /* @__PURE__ */ D(H, {
+								id: "h-name",
+								value: s.name,
+								onChange: (e) => l((t) => ({
+									...t,
+									name: e.target.value
+								})),
+								placeholder: "Apple Inc."
+							})]
+						}),
+						/* @__PURE__ */ O("div", {
+							className: "grid grid-cols-3 gap-4",
+							children: [
+								/* @__PURE__ */ O("div", {
+									className: "space-y-1.5",
+									children: [/* @__PURE__ */ D(U, {
+										htmlFor: "h-qty",
+										children: "Quantity"
+									}), /* @__PURE__ */ D(H, {
+										id: "h-qty",
+										type: "number",
+										step: "any",
+										value: s.quantity,
+										onChange: (e) => l((t) => ({
+											...t,
+											quantity: e.target.value
+										}))
+									})]
+								}),
+								/* @__PURE__ */ O("div", {
+									className: "space-y-1.5",
+									children: [/* @__PURE__ */ D(U, {
+										htmlFor: "h-price",
+										children: "Last price"
+									}), /* @__PURE__ */ D(H, {
+										id: "h-price",
+										type: "number",
+										step: "any",
+										value: s.lastPrice,
+										onChange: (e) => l((t) => ({
+											...t,
+											lastPrice: e.target.value
+										}))
+									})]
+								}),
+								/* @__PURE__ */ O("div", {
+									className: "space-y-1.5",
+									children: [/* @__PURE__ */ D(U, {
+										htmlFor: "h-cost",
+										children: "Cost basis"
+									}), /* @__PURE__ */ D(H, {
+										id: "h-cost",
+										type: "number",
+										step: "any",
+										value: s.costBasis,
+										onChange: (e) => l((t) => ({
+											...t,
+											costBasis: e.target.value
+										}))
+									})]
+								})
+							]
+						})
+					]
+				}),
+				/* @__PURE__ */ O(z, { children: [/* @__PURE__ */ D(A, {
+					variant: "outline",
+					onClick: () => n(!1),
+					disabled: m,
+					children: "Cancel"
+				}), /* @__PURE__ */ D(A, {
+					onClick: () => {
+						!h || !g || (i ? o.mutate({
+							id: i.id,
+							input: {
+								name: s.name.trim() || null,
+								assetClass: s.assetClass,
+								quantity: $(s.quantity),
+								lastPrice: $(s.lastPrice),
+								costBasis: $(s.costBasis)
+							}
+						}, { onSuccess: () => n(!1) }) : a.mutate({
+							accountId: s.accountId,
+							portfolioId: r,
+							symbol: s.symbol.trim().toUpperCase(),
+							name: s.name.trim() || null,
+							assetClass: s.assetClass,
+							quantity: $(s.quantity),
+							lastPrice: $(s.lastPrice),
+							costBasis: $(s.costBasis)
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+				description: C ? `Archive “${C.name}”. It will move to archived status and stop appearing in active views.` : void 0,
+				confirmLabel: "Archive",
+				pendingLabel: "Archiving…",
+				destructive: !0,
+				pending: l.isPending,
+				onConfirm: () => {
+					C && l.mutate(C.id, { onSuccess: () => w(null) });
+				}
+			})
 		]
 	});
 }
 //#endregion
-export { w as PortfoliosPage };
+export { Me as PortfoliosPage };
 
 //# sourceMappingURL=PortfoliosPage.js.map