@burdenoff/microfe-brainyrich 2026.525.1 → 2026.706.1

package/dist/brainyrich/pages/PortfoliosPage.js.map

@@ -1 +1 @@
-{"version":3,"file":"PortfoliosPage.js","names":[],"sources":["../../../src/brainyrich/pages/PortfoliosPage.tsx"],"sourcesContent":["import {\n  Card,\n  CardContent,\n  CardHeader,\n  CardTitle,\n  CardDescription,\n  Badge,\n  Button,\n  Table,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableHeader,\n  TableRow,\n} from '@burdenoff/fe-libs/ui';\nimport { Briefcase, TrendingUp, PieChart, Plus, RefreshCw } from 'lucide-react';\nimport { useBrainyRichStore } from '../store/brainyrichStore';\nimport { SectionShell, KpiGrid, formatMoney } from './_shared';\n\nexport function PortfoliosPage() {\n  const { portfolios, holdings } = useBrainyRichStore();\n  const totalValue = portfolios.reduce((s, p) => s + p.value, 0);\n  const weightedReturn = portfolios.reduce((s, p) => s + p.ytdReturnPct * p.value, 0) / totalValue;\n\n  return (\n    <SectionShell\n      title=\"Portfolio Management\"\n      description=\"Monitor, analyze, and rebalance your investment portfolios\"\n      actionLabel=\"Create Portfolio\"\n      badges={['3 Active Portfolios']}\n    >\n      <KpiGrid\n        items={[\n          {\n            label: 'Total Portfolio Value',\n            value: formatMoney(totalValue),\n            trend: '+9.8% overall',\n          },\n          { label: 'Active Portfolios', value: String(portfolios.length) },\n          {\n            label: 'Weighted YTD Return',\n            value: `${weightedReturn.toFixed(1)}%`,\n            trend: 'Above benchmark',\n          },\n          { label: 'Asset Count', value: String(holdings.length), trend: 'Across all strategies' },\n        ]}\n      />\n\n      {/* Portfolio cards */}\n      <div className=\"grid gap-4 lg:grid-cols-3\">\n        {portfolios.map((p) => {\n          const allocPct = Math.round((p.value / totalValue) * 100);\n          return (\n            <Card key={p.id}>\n              <CardHeader className=\"pb-3\">\n                <div className=\"flex items-center justify-between\">\n                  <CardTitle className=\"text-base flex items-center gap-2\">\n                    <Briefcase className=\"h-4 w-4\" />\n                    {p.name}\n                  </CardTitle>\n                  <Badge\n                    variant={\n                      p.risk === 'High'\n                        ? 'destructive'\n                        : p.risk === 'Moderate'\n                          ? 'secondary'\n                          : 'outline'\n                    }\n                  >\n                    {p.risk} Risk\n                  </Badge>\n                </div>\n              </CardHeader>\n              <CardContent className=\"space-y-3\">\n                <div>\n                  <span className=\"text-2xl font-bold\">{formatMoney(p.value)}</span>\n                  <span className=\"ml-2 text-sm text-emerald-600\">+{p.ytdReturnPct}% YTD</span>\n                </div>\n                <div className=\"space-y-1\">\n                  <div className=\"flex justify-between text-xs text-muted-foreground\">\n                    <span>Portfolio allocation</span>\n                    <span>{allocPct}%</span>\n                  </div>\n                  <div className=\"h-2 rounded bg-muted overflow-hidden\">\n                    <div className=\"h-2 rounded bg-primary\" style={{ width: `${allocPct}%` }} />\n                  </div>\n                </div>\n                <div className=\"flex gap-2\">\n                  <Button variant=\"outline\" size=\"sm\" className=\"flex-1\">\n                    <TrendingUp className=\"mr-1 h-3 w-3\" />\n                    Analyze\n                  </Button>\n                  <Button variant=\"outline\" size=\"sm\" className=\"flex-1\">\n                    <RefreshCw className=\"mr-1 h-3 w-3\" />\n                    Rebalance\n                  </Button>\n                </div>\n              </CardContent>\n            </Card>\n          );\n        })}\n      </div>\n\n      {/* Allocation breakdown bar */}\n      <Card>\n        <CardHeader>\n          <CardTitle className=\"flex items-center gap-2\">\n            <PieChart className=\"h-5 w-5\" />\n            Allocation Breakdown\n          </CardTitle>\n          <CardDescription>Visual distribution of capital across strategies</CardDescription>\n        </CardHeader>\n        <CardContent>\n          <div className=\"flex h-8 rounded overflow-hidden\">\n            {portfolios.map((p, i) => {\n              const colors = ['bg-blue-500', 'bg-purple-500', 'bg-emerald-500'];\n              const pct = (p.value / totalValue) * 100;\n              return (\n                <div\n                  key={p.id}\n                  className={`${colors[i % colors.length]} flex items-center justify-center text-[10px] font-medium text-white`}\n                  style={{ width: `${pct}%` }}\n                >\n                  {pct.toFixed(0)}%\n                </div>\n              );\n            })}\n          </div>\n          <div className=\"mt-3 flex flex-wrap gap-4\">\n            {portfolios.map((p, i) => {\n              const dotColors = ['bg-blue-500', 'bg-purple-500', 'bg-emerald-500'];\n              return (\n                <div key={p.id} className=\"flex items-center gap-2 text-sm\">\n                  <div className={`h-3 w-3 rounded-full ${dotColors[i % dotColors.length]}`} />\n                  {p.name}\n                </div>\n              );\n            })}\n          </div>\n        </CardContent>\n      </Card>\n\n      {/* Holdings table */}\n      <Card>\n        <CardHeader className=\"flex flex-row items-center justify-between\">\n          <div>\n            <CardTitle>Holdings</CardTitle>\n            <CardDescription>All securities across every portfolio</CardDescription>\n          </div>\n          <Button size=\"sm\">\n            <Plus className=\"mr-1 h-4 w-4\" />\n            Add Position\n          </Button>\n        </CardHeader>\n        <CardContent>\n          <Table>\n            <TableHeader>\n              <TableRow>\n                <TableHead>Symbol</TableHead>\n                <TableHead>Name</TableHead>\n                <TableHead>Sector</TableHead>\n                <TableHead className=\"text-right\">Market Value</TableHead>\n                <TableHead className=\"text-right\">Change %</TableHead>\n              </TableRow>\n            </TableHeader>\n            <TableBody>\n              {holdings.map((h) => (\n                <TableRow key={h.symbol}>\n                  <TableCell className=\"font-semibold\">{h.symbol}</TableCell>\n                  <TableCell>{h.name}</TableCell>\n                  <TableCell>\n                    <Badge variant=\"outline\">{h.sector}</Badge>\n                  </TableCell>\n                  <TableCell className=\"text-right\">{formatMoney(h.marketValue)}</TableCell>\n                  <TableCell\n                    className={`text-right ${h.changePct >= 0 ? 'text-emerald-600' : 'text-red-600'}`}\n                  >\n                    {h.changePct >= 0 ? '+' : ''}\n                    {h.changePct}%\n                  </TableCell>\n                </TableRow>\n              ))}\n            </TableBody>\n          </Table>\n        </CardContent>\n      </Card>\n    </SectionShell>\n  );\n}\n"],"mappings":";;;;;;AAmBA,SAAgB,IAAiB;CAC/B,IAAM,EAAE,eAAY,gBAAa,GAAoB,EAC/C,IAAa,EAAW,QAAQ,GAAG,MAAM,IAAI,EAAE,OAAO,EAAE,EACxD,IAAiB,EAAW,QAAQ,GAAG,MAAM,IAAI,EAAE,eAAe,EAAE,OAAO,EAAE,GAAG;AAEtF,QACE,kBAAC,GAAD;EACE,OAAM;EACN,aAAY;EACZ,aAAY;EACZ,QAAQ,CAAC,sBAAsB;YAJjC;GAME,kBAAC,GAAD,EACE,OAAO;IACL;KACE,OAAO;KACP,OAAO,EAAY,EAAW;KAC9B,OAAO;KACR;IACD;KAAE,OAAO;KAAqB,OAAO,OAAO,EAAW,OAAO;KAAE;IAChE;KACE,OAAO;KACP,OAAO,GAAG,EAAe,QAAQ,EAAE,CAAC;KACpC,OAAO;KACR;IACD;KAAE,OAAO;KAAe,OAAO,OAAO,EAAS,OAAO;KAAE,OAAO;KAAyB;IACzF,EACD,CAAA;GAGF,kBAAC,OAAD;IAAK,WAAU;cACZ,EAAW,KAAK,MAAM;KACrB,IAAM,IAAW,KAAK,MAAO,EAAE,QAAQ,IAAc,IAAI;AACzD,YACE,kBAAC,GAAD,EAAA,UAAA,CACE,kBAAC,GAAD;MAAY,WAAU;gBACpB,kBAAC,OAAD;OAAK,WAAU;iBAAf,CACE,kBAAC,GAAD;QAAW,WAAU;kBAArB,CACE,kBAAC,GAAD,EAAW,WAAU,WAAY,CAAA,EAChC,EAAE,KACO;WACZ,kBAAC,GAAD;QACE,SACE,EAAE,SAAS,SACP,gBACA,EAAE,SAAS,aACT,cACA;kBANV,CASG,EAAE,MAAK,QACF;UACJ;;MACK,CAAA,EACb,kBAAC,GAAD;MAAa,WAAU;gBAAvB;OACE,kBAAC,OAAD,EAAA,UAAA,CACE,kBAAC,QAAD;QAAM,WAAU;kBAAsB,EAAY,EAAE,MAAM;QAAQ,CAAA,EAClE,kBAAC,QAAD;QAAM,WAAU;kBAAhB;SAAgD;SAAE,EAAE;SAAa;SAAY;UACzE,EAAA,CAAA;OACN,kBAAC,OAAD;QAAK,WAAU;kBAAf,CACE,kBAAC,OAAD;SAAK,WAAU;mBAAf,CACE,kBAAC,QAAD,EAAA,UAAM,wBAA2B,CAAA,EACjC,kBAAC,QAAD,EAAA,UAAA,CAAO,GAAS,IAAQ,EAAA,CAAA,CACpB;YACN,kBAAC,OAAD;SAAK,WAAU;mBACb,kBAAC,OAAD;UAAK,WAAU;UAAyB,OAAO,EAAE,OAAO,GAAG,EAAS,IAAI;UAAI,CAAA;SACxE,CAAA,CACF;;OACN,kBAAC,OAAD;QAAK,WAAU;kBAAf,CACE,kBAAC,GAAD;SAAQ,SAAQ;SAAU,MAAK;SAAK,WAAU;mBAA9C,CACE,kBAAC,GAAD,EAAY,WAAU,gBAAiB,CAAA,EAAA,UAEhC;YACT,kBAAC,GAAD;SAAQ,SAAQ;SAAU,MAAK;SAAK,WAAU;mBAA9C,CACE,kBAAC,GAAD,EAAW,WAAU,gBAAiB,CAAA,EAAA,YAE/B;WACL;;OACM;QACT,EAAA,EA7CI,EAAE,GA6CN;MAET;IACE,CAAA;GAGN,kBAAC,GAAD,EAAA,UAAA,CACE,kBAAC,GAAD,EAAA,UAAA,CACE,kBAAC,GAAD;IAAW,WAAU;cAArB,CACE,kBAAC,GAAD,EAAU,WAAU,WAAY,CAAA,EAAA,uBAEtB;OACZ,kBAAC,GAAD,EAAA,UAAiB,oDAAkE,CAAA,CACxE,EAAA,CAAA,EACb,kBAAC,GAAD,EAAA,UAAA,CACE,kBAAC,OAAD;IAAK,WAAU;cACZ,EAAW,KAAK,GAAG,MAAM;KACxB,IAAM,IAAS;MAAC;MAAe;MAAiB;MAAiB,EAC3D,IAAO,EAAE,QAAQ,IAAc;AACrC,YACE,kBAAC,OAAD;MAEE,WAAW,GAAG,EAAO,IAAI,EAAO,QAAQ;MACxC,OAAO,EAAE,OAAO,GAAG,EAAI,IAAI;gBAH7B,CAKG,EAAI,QAAQ,EAAE,EAAC,IACZ;QALC,EAAE,GAKH;MAER;IACE,CAAA,EACN,kBAAC,OAAD;IAAK,WAAU;cACZ,EAAW,KAAK,GAAG,MAAM;KACxB,IAAM,IAAY;MAAC;MAAe;MAAiB;MAAiB;AACpE,YACE,kBAAC,OAAD;MAAgB,WAAU;gBAA1B,CACE,kBAAC,OAAD,EAAK,WAAW,wBAAwB,EAAU,IAAI,EAAU,WAAa,CAAA,EAC5E,EAAE,KACC;QAHI,EAAE,GAGN;MAER;IACE,CAAA,CACM,EAAA,CAAA,CACT,EAAA,CAAA;GAGP,kBAAC,GAAD,EAAA,UAAA,CACE,kBAAC,GAAD;IAAY,WAAU;cAAtB,CACE,kBAAC,OAAD,EAAA,UAAA,CACE,kBAAC,GAAD,EAAA,UAAW,YAAoB,CAAA,EAC/B,kBAAC,GAAD,EAAA,UAAiB,yCAAuD,CAAA,CACpE,EAAA,CAAA,EACN,kBAAC,GAAD;KAAQ,MAAK;eAAb,CACE,kBAAC,GAAD,EAAM,WAAU,gBAAiB,CAAA,EAAA,eAE1B;OACE;OACb,kBAAC,GAAD,EAAA,UACE,kBAAC,GAAD,EAAA,UAAA,CACE,kBAAC,GAAD,EAAA,UACE,kBAAC,GAAD,EAAA,UAAA;IACE,kBAAC,GAAD,EAAA,UAAW,UAAkB,CAAA;IAC7B,kBAAC,GAAD,EAAA,UAAW,QAAgB,CAAA;IAC3B,kBAAC,GAAD,EAAA,UAAW,UAAkB,CAAA;IAC7B,kBAAC,GAAD;KAAW,WAAU;eAAa;KAAwB,CAAA;IAC1D,kBAAC,GAAD;KAAW,WAAU;eAAa;KAAoB,CAAA;IAC7C,EAAA,CAAA,EACC,CAAA,EACd,kBAAC,GAAD,EAAA,UACG,EAAS,KAAK,MACb,kBAAC,GAAD,EAAA,UAAA;IACE,kBAAC,GAAD;KAAW,WAAU;eAAiB,EAAE;KAAmB,CAAA;IAC3D,kBAAC,GAAD,EAAA,UAAY,EAAE,MAAiB,CAAA;IAC/B,kBAAC,GAAD,EAAA,UACE,kBAAC,GAAD;KAAO,SAAQ;eAAW,EAAE;KAAe,CAAA,EACjC,CAAA;IACZ,kBAAC,GAAD;KAAW,WAAU;eAAc,EAAY,EAAE,YAAY;KAAa,CAAA;IAC1E,kBAAC,GAAD;KACE,WAAW,cAAc,EAAE,aAAa,IAAI,qBAAqB;eADnE;MAGG,EAAE,aAAa,IAAI,MAAM;MACzB,EAAE;MAAU;MACH;;IACH,EAAA,EAbI,EAAE,OAaN,CACX,EACQ,CAAA,CACN,EAAA,CAAA,EACI,CAAA,CACT,EAAA,CAAA;GACM"}
+{"version":3,"file":"PortfoliosPage.js","names":[],"sources":["../../../src/brainyrich/pages/PortfoliosPage.tsx"],"sourcesContent":["import { useMemo, useState } from 'react';\nimport {\n  Badge,\n  Button,\n  Card,\n  CardContent,\n  CardDescription,\n  CardHeader,\n  CardTitle,\n  Dialog,\n  DialogContent,\n  DialogDescription,\n  DialogFooter,\n  DialogHeader,\n  DialogTitle,\n  DropdownMenu,\n  DropdownMenuContent,\n  DropdownMenuItem,\n  DropdownMenuLabel,\n  DropdownMenuSeparator,\n  DropdownMenuTrigger,\n  Input,\n  Label,\n  Select,\n  SelectContent,\n  SelectItem,\n  SelectTrigger,\n  SelectValue,\n  Sheet,\n  SheetContent,\n  SheetDescription,\n  SheetHeader,\n  SheetTitle,\n  Table,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableHeader,\n  TableRow,\n  Textarea,\n} from '@burdenoff/fe-libs/ui';\nimport {\n  ArrowDownRight,\n  ArrowUpRight,\n  Briefcase,\n  MoreHorizontal,\n  Pencil,\n  Plus,\n  Trash2,\n} from 'lucide-react';\n\nimport {\n  useArchivePortfolio,\n  useCreateHolding,\n  useCreatePortfolio,\n  useDeleteHolding,\n  useHouseholds,\n  useModelPortfolios,\n  usePagedPortfolios,\n  usePortfolio,\n  useUpdateHolding,\n  useUpdatePortfolio,\n} from '../hooks/useBrainyRichApi';\nimport { AccountPicker, ConfirmDialog, LoadMore } from '../components';\nimport { CommentThread } from '../components/reuse/CommentThread';\nimport { TagField } from '../components/reuse/TagField';\nimport type { BraAssetClass, BraHolding, BraPortfolio, BraPortfolioStatus } from '../types/bra';\nimport {\n  AllocationBars,\n  EmptyState,\n  ErrorState,\n  KpiGrid,\n  LoadingState,\n  SectionShell,\n  formatMoney,\n  formatPct,\n  statusBadgeVariant,\n  type AllocationDatum,\n} from './_shared';\n\nconst ASSET_CLASSES: BraAssetClass[] = [\n  'EQUITY',\n  'FIXED_INCOME',\n  'CASH',\n  'REAL_ESTATE',\n  'COMMODITY',\n  'CRYPTO',\n  'ALTERNATIVE',\n];\n\nconst PORTFOLIO_STATUSES: BraPortfolioStatus[] = ['DRAFT', 'ACTIVE', 'ARCHIVED'];\n\nconst NONE = '__none__';\n\nconst prettyEnum = (value: string): string =>\n  value\n    .toLowerCase()\n    .split('_')\n    .map((w) => w.charAt(0).toUpperCase() + w.slice(1))\n    .join(' ');\n\nconst toNumber = (value: string): number | undefined => {\n  if (value.trim() === '') return undefined;\n  const n = Number(value);\n  return Number.isFinite(n) ? n : undefined;\n};\n\n/** Read a `targetAllocation` JSON blob as an assetClass → percentage map. */\nfunction parseTargetAllocation(raw: unknown): AllocationDatum[] {\n  if (!raw || typeof raw !== 'object') return [];\n  return Object.entries(raw as Record<string, unknown>)\n    .map(([label, value]) => ({ label, value: Number(value) }))\n    .filter((d) => Number.isFinite(d.value))\n    .map((d) => ({ label: prettyEnum(d.label), value: d.value, tone: 'accent' as const }));\n}\n\n// ============================================================================\n// Gain cell — signed money with icon + semantic color (color never sole signal)\n// ============================================================================\n\nfunction GainValue({ value, currency }: { value: number; currency: string }) {\n  const positive = value > 0;\n  const negative = value < 0;\n  const tone = positive\n    ? 'text-status-success-text'\n    : negative\n      ? 'text-status-error-text'\n      : 'text-text-secondary';\n  const Icon = positive ? ArrowUpRight : negative ? ArrowDownRight : null;\n  return (\n    <span className={`inline-flex items-center justify-end gap-1 font-medium ${tone}`}>\n      {Icon ? <Icon className=\"size-3.5\" aria-hidden=\"true\" /> : null}\n      {positive ? '+' : ''}\n      {formatMoney(value, currency)}\n    </span>\n  );\n}\n\n// ============================================================================\n// Portfolio create / edit dialog\n// ============================================================================\n\ninterface PortfolioFormState {\n  name: string;\n  baseCurrency: string;\n  description: string;\n  driftThresholdPct: string;\n  status: BraPortfolioStatus;\n  modelPortfolioId: string;\n  householdId: string;\n}\n\nfunction emptyForm(): PortfolioFormState {\n  return {\n    name: '',\n    baseCurrency: 'USD',\n    description: '',\n    driftThresholdPct: '5',\n    status: 'DRAFT',\n    modelPortfolioId: NONE,\n    householdId: NONE,\n  };\n}\n\nfunction PortfolioFormDialog({\n  open,\n  onOpenChange,\n  editing,\n}: {\n  open: boolean;\n  onOpenChange: (open: boolean) => void;\n  editing: BraPortfolio | null;\n}) {\n  const { data: models } = useModelPortfolios();\n  const { data: households } = useHouseholds();\n  const createPortfolio = useCreatePortfolio();\n  const updatePortfolio = useUpdatePortfolio();\n\n  const [form, setForm] = useState<PortfolioFormState>(emptyForm);\n  // Re-seed the form whenever the dialog target changes.\n  const [seededFor, setSeededFor] = useState<string | null>(null);\n  const targetKey = editing?.id ?? 'new';\n  if (open && seededFor !== targetKey) {\n    setSeededFor(targetKey);\n    setForm(\n      editing\n        ? {\n            name: editing.name,\n            baseCurrency: editing.baseCurrency,\n            description: editing.description ?? '',\n            driftThresholdPct: String(editing.driftThresholdPct),\n            status: editing.status,\n            modelPortfolioId: editing.modelPortfolioId ?? NONE,\n            householdId: editing.householdId ?? NONE,\n          }\n        : emptyForm()\n    );\n  }\n  if (!open && seededFor !== null) {\n    setSeededFor(null);\n  }\n\n  const pending = createPortfolio.isPending || updatePortfolio.isPending;\n  const nameValid = form.name.trim().length > 0;\n\n  const handleSubmit = () => {\n    if (!nameValid) return;\n    const drift = toNumber(form.driftThresholdPct);\n    const modelPortfolioId = form.modelPortfolioId === NONE ? null : form.modelPortfolioId;\n    const householdId = form.householdId === NONE ? null : form.householdId;\n\n    if (editing) {\n      updatePortfolio.mutate(\n        {\n          id: editing.id,\n          input: {\n            name: form.name.trim(),\n            baseCurrency: form.baseCurrency.trim() || 'USD',\n            description: form.description.trim() || null,\n            driftThresholdPct: drift,\n            status: form.status,\n            modelPortfolioId,\n          },\n        },\n        { onSuccess: () => onOpenChange(false) }\n      );\n    } else {\n      createPortfolio.mutate(\n        {\n          name: form.name.trim(),\n          baseCurrency: form.baseCurrency.trim() || 'USD',\n          description: form.description.trim() || null,\n          driftThresholdPct: drift,\n          modelPortfolioId,\n          householdId,\n        },\n        { onSuccess: () => onOpenChange(false) }\n      );\n    }\n  };\n\n  return (\n    <Dialog open={open} onOpenChange={onOpenChange}>\n      <DialogContent className=\"max-h-[90vh] overflow-y-auto sm:max-w-lg\">\n        <DialogHeader>\n          <DialogTitle>{editing ? 'Edit portfolio' : 'New portfolio'}</DialogTitle>\n          <DialogDescription>\n            {editing\n              ? 'Update this portfolio’s strategy settings.'\n              : 'Create an investment portfolio to organize and rebalance holdings.'}\n          </DialogDescription>\n        </DialogHeader>\n\n        <div className=\"space-y-4 py-2\">\n          <div className=\"space-y-1.5\">\n            <Label htmlFor=\"pf-name\">Name</Label>\n            <Input\n              id=\"pf-name\"\n              value={form.name}\n              onChange={(e) => setForm((f) => ({ ...f, name: e.target.value }))}\n              placeholder=\"Growth Portfolio\"\n              aria-invalid={!nameValid}\n            />\n          </div>\n\n          <div className=\"grid grid-cols-2 gap-4\">\n            <div className=\"space-y-1.5\">\n              <Label htmlFor=\"pf-currency\">Base currency</Label>\n              <Input\n                id=\"pf-currency\"\n                value={form.baseCurrency}\n                onChange={(e) =>\n                  setForm((f) => ({ ...f, baseCurrency: e.target.value.toUpperCase() }))\n                }\n                placeholder=\"USD\"\n                maxLength={3}\n              />\n            </div>\n            <div className=\"space-y-1.5\">\n              <Label htmlFor=\"pf-drift\">Drift threshold %</Label>\n              <Input\n                id=\"pf-drift\"\n                type=\"number\"\n                min={0}\n                step=\"0.5\"\n                value={form.driftThresholdPct}\n                onChange={(e) => setForm((f) => ({ ...f, driftThresholdPct: e.target.value }))}\n              />\n            </div>\n          </div>\n\n          {editing ? (\n            <div className=\"space-y-1.5\">\n              <Label htmlFor=\"pf-status\">Status</Label>\n              <Select\n                value={form.status}\n                onValueChange={(v) => setForm((f) => ({ ...f, status: v as BraPortfolioStatus }))}\n              >\n                <SelectTrigger id=\"pf-status\">\n                  <SelectValue />\n                </SelectTrigger>\n                <SelectContent>\n                  {PORTFOLIO_STATUSES.map((s) => (\n                    <SelectItem key={s} value={s}>\n                      {prettyEnum(s)}\n                    </SelectItem>\n                  ))}\n                </SelectContent>\n              </Select>\n            </div>\n          ) : null}\n\n          <div className=\"space-y-1.5\">\n            <Label htmlFor=\"pf-model\">Model portfolio</Label>\n            <Select\n              value={form.modelPortfolioId}\n              onValueChange={(v) => setForm((f) => ({ ...f, modelPortfolioId: v }))}\n            >\n              <SelectTrigger id=\"pf-model\">\n                <SelectValue placeholder=\"None\" />\n              </SelectTrigger>\n              <SelectContent>\n                <SelectItem value={NONE}>None</SelectItem>\n                {models.map((m) => (\n                  <SelectItem key={m.id} value={m.id}>\n                    {m.name}\n                  </SelectItem>\n                ))}\n              </SelectContent>\n            </Select>\n          </div>\n\n          {!editing ? (\n            <div className=\"space-y-1.5\">\n              <Label htmlFor=\"pf-household\">Household</Label>\n              <Select\n                value={form.householdId}\n                onValueChange={(v) => setForm((f) => ({ ...f, householdId: v }))}\n              >\n                <SelectTrigger id=\"pf-household\">\n                  <SelectValue placeholder=\"None\" />\n                </SelectTrigger>\n                <SelectContent>\n                  <SelectItem value={NONE}>None</SelectItem>\n                  {households.map((h) => (\n                    <SelectItem key={h.id} value={h.id}>\n                      {h.name}\n                    </SelectItem>\n                  ))}\n                </SelectContent>\n              </Select>\n            </div>\n          ) : null}\n\n          <div className=\"space-y-1.5\">\n            <Label htmlFor=\"pf-desc\">Description</Label>\n            <Textarea\n              id=\"pf-desc\"\n              value={form.description}\n              onChange={(e) => setForm((f) => ({ ...f, description: e.target.value }))}\n              placeholder=\"Optional notes about this strategy\"\n              rows={3}\n            />\n          </div>\n        </div>\n\n        <DialogFooter>\n          <Button variant=\"outline\" onClick={() => onOpenChange(false)} disabled={pending}>\n            Cancel\n          </Button>\n          <Button onClick={handleSubmit} disabled={!nameValid || pending}>\n            {pending ? 'Saving…' : editing ? 'Save changes' : 'Create portfolio'}\n          </Button>\n        </DialogFooter>\n      </DialogContent>\n    </Dialog>\n  );\n}\n\n// ============================================================================\n// Holding create / edit dialog (scoped to a portfolio)\n// ============================================================================\n\ninterface HoldingFormState {\n  accountId: string;\n  symbol: string;\n  name: string;\n  assetClass: BraAssetClass;\n  quantity: string;\n  lastPrice: string;\n  costBasis: string;\n}\n\nfunction emptyHoldingForm(): HoldingFormState {\n  return {\n    accountId: '',\n    symbol: '',\n    name: '',\n    assetClass: 'EQUITY',\n    quantity: '0',\n    lastPrice: '0',\n    costBasis: '0',\n  };\n}\n\nfunction HoldingFormDialog({\n  open,\n  onOpenChange,\n  portfolioId,\n  editing,\n}: {\n  open: boolean;\n  onOpenChange: (open: boolean) => void;\n  portfolioId: string;\n  editing: BraHolding | null;\n}) {\n  const createHolding = useCreateHolding();\n  const updateHolding = useUpdateHolding();\n\n  const [form, setForm] = useState<HoldingFormState>(emptyHoldingForm);\n  const [seededFor, setSeededFor] = useState<string | null>(null);\n  const targetKey = editing?.id ?? 'new';\n  if (open && seededFor !== targetKey) {\n    setSeededFor(targetKey);\n    setForm(\n      editing\n        ? {\n            accountId: editing.accountId,\n            symbol: editing.symbol,\n            name: editing.name ?? '',\n            assetClass: editing.assetClass,\n            quantity: String(editing.quantity),\n            lastPrice: String(editing.lastPrice),\n            costBasis: String(editing.costBasis),\n          }\n        : emptyHoldingForm()\n    );\n  }\n  if (!open && seededFor !== null) {\n    setSeededFor(null);\n  }\n\n  const pending = createHolding.isPending || updateHolding.isPending;\n  const symbolValid = form.symbol.trim().length > 0;\n  const accountValid = editing ? true : form.accountId.trim().length > 0;\n  const canSubmit = symbolValid && accountValid && !pending;\n\n  const handleSubmit = () => {\n    if (!symbolValid || !accountValid) return;\n    if (editing) {\n      updateHolding.mutate(\n        {\n          id: editing.id,\n          input: {\n            name: form.name.trim() || null,\n            assetClass: form.assetClass,\n            quantity: toNumber(form.quantity),\n            lastPrice: toNumber(form.lastPrice),\n            costBasis: toNumber(form.costBasis),\n          },\n        },\n        { onSuccess: () => onOpenChange(false) }\n      );\n    } else {\n      createHolding.mutate(\n        {\n          accountId: form.accountId,\n          portfolioId,\n          symbol: form.symbol.trim().toUpperCase(),\n          name: form.name.trim() || null,\n          assetClass: form.assetClass,\n          quantity: toNumber(form.quantity),\n          lastPrice: toNumber(form.lastPrice),\n          costBasis: toNumber(form.costBasis),\n        },\n        { onSuccess: () => onOpenChange(false) }\n      );\n    }\n  };\n\n  return (\n    <Dialog open={open} onOpenChange={onOpenChange}>\n      <DialogContent className=\"max-h-[90vh] overflow-y-auto sm:max-w-lg\">\n        <DialogHeader>\n          <DialogTitle>{editing ? 'Edit holding' : 'Add holding'}</DialogTitle>\n          <DialogDescription>\n            {editing\n              ? 'Update the position details for this holding.'\n              : 'Add a position to this portfolio from one of your accounts.'}\n          </DialogDescription>\n        </DialogHeader>\n\n        <div className=\"space-y-4 py-2\">\n          {!editing ? (\n            <AccountPicker\n              id=\"h-account\"\n              value={form.accountId}\n              onChange={(v) => setForm((f) => ({ ...f, accountId: v }))}\n              placeholder=\"Select account\"\n            />\n          ) : null}\n\n          <div className=\"grid grid-cols-2 gap-4\">\n            <div className=\"space-y-1.5\">\n              <Label htmlFor=\"h-symbol\">Symbol</Label>\n              <Input\n                id=\"h-symbol\"\n                value={form.symbol}\n                onChange={(e) => setForm((f) => ({ ...f, symbol: e.target.value }))}\n                placeholder=\"AAPL\"\n                disabled={Boolean(editing)}\n                aria-invalid={!symbolValid}\n              />\n            </div>\n            <div className=\"space-y-1.5\">\n              <Label htmlFor=\"h-class\">Asset class</Label>\n              <Select\n                value={form.assetClass}\n                onValueChange={(v) => setForm((f) => ({ ...f, assetClass: v as BraAssetClass }))}\n              >\n                <SelectTrigger id=\"h-class\">\n                  <SelectValue />\n                </SelectTrigger>\n                <SelectContent>\n                  {ASSET_CLASSES.map((c) => (\n                    <SelectItem key={c} value={c}>\n                      {prettyEnum(c)}\n                    </SelectItem>\n                  ))}\n                </SelectContent>\n              </Select>\n            </div>\n          </div>\n\n          <div className=\"space-y-1.5\">\n            <Label htmlFor=\"h-name\">Name</Label>\n            <Input\n              id=\"h-name\"\n              value={form.name}\n              onChange={(e) => setForm((f) => ({ ...f, name: e.target.value }))}\n              placeholder=\"Apple Inc.\"\n            />\n          </div>\n\n          <div className=\"grid grid-cols-3 gap-4\">\n            <div className=\"space-y-1.5\">\n              <Label htmlFor=\"h-qty\">Quantity</Label>\n              <Input\n                id=\"h-qty\"\n                type=\"number\"\n                step=\"any\"\n                value={form.quantity}\n                onChange={(e) => setForm((f) => ({ ...f, quantity: e.target.value }))}\n              />\n            </div>\n            <div className=\"space-y-1.5\">\n              <Label htmlFor=\"h-price\">Last price</Label>\n              <Input\n                id=\"h-price\"\n                type=\"number\"\n                step=\"any\"\n                value={form.lastPrice}\n                onChange={(e) => setForm((f) => ({ ...f, lastPrice: e.target.value }))}\n              />\n            </div>\n            <div className=\"space-y-1.5\">\n              <Label htmlFor=\"h-cost\">Cost basis</Label>\n              <Input\n                id=\"h-cost\"\n                type=\"number\"\n                step=\"any\"\n                value={form.costBasis}\n                onChange={(e) => setForm((f) => ({ ...f, costBasis: e.target.value }))}\n              />\n            </div>\n          </div>\n        </div>\n\n        <DialogFooter>\n          <Button variant=\"outline\" onClick={() => onOpenChange(false)} disabled={pending}>\n            Cancel\n          </Button>\n          <Button onClick={handleSubmit} disabled={!canSubmit}>\n            {pending ? 'Saving…' : editing ? 'Save changes' : 'Add holding'}\n          </Button>\n        </DialogFooter>\n      </DialogContent>\n    </Dialog>\n  );\n}\n\n// ============================================================================\n// Portfolio detail sheet — holdings table + target vs actual allocation\n// ============================================================================\n\nfunction PortfolioDetailSheet({\n  portfolioId,\n  onOpenChange,\n}: {\n  portfolioId: string | null;\n  onOpenChange: (open: boolean) => void;\n}) {\n  const { data: portfolio, isLoading, isError, refetch } = usePortfolio(portfolioId ?? undefined);\n  const deleteHolding = useDeleteHolding();\n\n  const [holdingDialogOpen, setHoldingDialogOpen] = useState(false);\n  const [editingHolding, setEditingHolding] = useState<BraHolding | null>(null);\n  const [holdingToDelete, setHoldingToDelete] = useState<BraHolding | null>(null);\n\n  const holdings = portfolio?.holdings ?? [];\n  const currency = portfolio?.baseCurrency ?? 'USD';\n  const totalMarketValue = holdings.reduce((s, h) => s + h.marketValue, 0);\n\n  const actualAllocation: AllocationDatum[] = useMemo(() => {\n    if (holdings.length === 0 || totalMarketValue <= 0) return [];\n    const byClass = new Map<string, number>();\n    holdings.forEach((h) =>\n      byClass.set(h.assetClass, (byClass.get(h.assetClass) ?? 0) + h.marketValue)\n    );\n    return Array.from(byClass.entries())\n      .map(([label, mv]) => ({\n        label: prettyEnum(label),\n        value: (mv / totalMarketValue) * 100,\n        caption: formatMoney(mv, currency),\n        tone: 'default' as const,\n      }))\n      .sort((a, b) => b.value - a.value);\n  }, [holdings, totalMarketValue, currency]);\n\n  const targetAllocation = useMemo(\n    () => parseTargetAllocation(portfolio?.targetAllocation),\n    [portfolio?.targetAllocation]\n  );\n\n  const openAddHolding = () => {\n    setEditingHolding(null);\n    setHoldingDialogOpen(true);\n  };\n  const openEditHolding = (h: BraHolding) => {\n    setEditingHolding(h);\n    setHoldingDialogOpen(true);\n  };\n\n  return (\n    <Sheet open={portfolioId !== null} onOpenChange={onOpenChange}>\n      <SheetContent className=\"flex w-full flex-col gap-0 overflow-y-auto p-0 sm:max-w-2xl\">\n        {isLoading ? (\n          <div className=\"p-6\">\n            <LoadingState rows={5} />\n          </div>\n        ) : isError ? (\n          <div className=\"p-6\">\n            <ErrorState onRetry={() => refetch()} />\n          </div>\n        ) : !portfolio ? (\n          <div className=\"p-6\">\n            <EmptyState\n              icon={<Briefcase className=\"size-6\" aria-hidden=\"true\" />}\n              title=\"Portfolio not found\"\n              description=\"This portfolio may have been archived or removed.\"\n            />\n          </div>\n        ) : (\n          <>\n            <SheetHeader className=\"border-b border-border-subtle p-6\">\n              <div className=\"flex items-center gap-2\">\n                <SheetTitle className=\"text-xl\">{portfolio.name}</SheetTitle>\n                <Badge variant={statusBadgeVariant(portfolio.status)}>\n                  {prettyEnum(portfolio.status)}\n                </Badge>\n              </div>\n              <SheetDescription>\n                {portfolio.description?.trim()\n                  ? portfolio.description\n                  : `${portfolio.baseCurrency} · Drift threshold ${formatPct(portfolio.driftThresholdPct)}`}\n              </SheetDescription>\n            </SheetHeader>\n\n            <div className=\"space-y-6 p-6\">\n              {/* Summary numbers */}\n              <div className=\"grid grid-cols-2 gap-4\">\n                <Card>\n                  <CardContent className=\"space-y-1 p-4\">\n                    <p className=\"text-xs text-text-secondary\">Market value</p>\n                    <p className=\"text-2xl font-semibold text-text-primary\">\n                      {formatMoney(totalMarketValue, currency)}\n                    </p>\n                  </CardContent>\n                </Card>\n                <Card>\n                  <CardContent className=\"space-y-1 p-4\">\n                    <p className=\"text-xs text-text-secondary\">Holdings</p>\n                    <p className=\"text-2xl font-semibold text-text-primary\">{holdings.length}</p>\n                  </CardContent>\n                </Card>\n              </div>\n\n              {/* Allocation */}\n              <div className=\"grid gap-4 md:grid-cols-2\">\n                <Card>\n                  <CardHeader className=\"pb-3\">\n                    <CardTitle className=\"text-sm\">Target allocation</CardTitle>\n                  </CardHeader>\n                  <CardContent>\n                    {targetAllocation.length > 0 ? (\n                      <AllocationBars data={targetAllocation} />\n                    ) : (\n                      <p className=\"text-sm text-text-secondary\">\n                        No target allocation set for this portfolio.\n                      </p>\n                    )}\n                  </CardContent>\n                </Card>\n                <Card>\n                  <CardHeader className=\"pb-3\">\n                    <CardTitle className=\"text-sm\">Actual allocation</CardTitle>\n                  </CardHeader>\n                  <CardContent>\n                    {actualAllocation.length > 0 ? (\n                      <AllocationBars data={actualAllocation} />\n                    ) : (\n                      <p className=\"text-sm text-text-secondary\">\n                        Add holdings to see the live allocation.\n                      </p>\n                    )}\n                  </CardContent>\n                </Card>\n              </div>\n\n              {/* Holdings table */}\n              <Card>\n                <CardHeader className=\"flex flex-row items-center justify-between\">\n                  <div>\n                    <CardTitle className=\"text-base\">Holdings</CardTitle>\n                    <CardDescription>Positions held in this portfolio</CardDescription>\n                  </div>\n                  <Button size=\"sm\" onClick={openAddHolding}>\n                    <Plus className=\"size-4\" aria-hidden=\"true\" />\n                    Add holding\n                  </Button>\n                </CardHeader>\n                <CardContent>\n                  {holdings.length === 0 ? (\n                    <EmptyState\n                      icon={<Briefcase className=\"size-6\" aria-hidden=\"true\" />}\n                      title=\"No holdings yet\"\n                      description=\"Add positions to start tracking this portfolio.\"\n                      action={\n                        <Button size=\"sm\" onClick={openAddHolding}>\n                          <Plus className=\"size-4\" aria-hidden=\"true\" />\n                          Add holding\n                        </Button>\n                      }\n                    />\n                  ) : (\n                    <div className=\"overflow-x-auto\">\n                      <Table>\n                        <TableHeader>\n                          <TableRow>\n                            <TableHead>Symbol</TableHead>\n                            <TableHead>Class</TableHead>\n                            <TableHead className=\"text-right\">Qty</TableHead>\n                            <TableHead className=\"text-right\">Price</TableHead>\n                            <TableHead className=\"text-right\">Market value</TableHead>\n                            <TableHead className=\"text-right\">Gain</TableHead>\n                            <TableHead className=\"w-10\" />\n                          </TableRow>\n                        </TableHeader>\n                        <TableBody>\n                          {holdings.map((h) => {\n                            const gain = h.marketValue - h.costBasis;\n                            return (\n                              <TableRow key={h.id}>\n                                <TableCell>\n                                  <div className=\"font-semibold text-text-primary\">{h.symbol}</div>\n                                  {h.name ? (\n                                    <div className=\"text-xs text-text-secondary\">{h.name}</div>\n                                  ) : null}\n                                </TableCell>\n                                <TableCell>\n                                  <Badge variant=\"outline\">{prettyEnum(h.assetClass)}</Badge>\n                                </TableCell>\n                                <TableCell className=\"text-right tabular-nums\">\n                                  {h.quantity}\n                                </TableCell>\n                                <TableCell className=\"text-right tabular-nums\">\n                                  {formatMoney(h.lastPrice, h.currency)}\n                                </TableCell>\n                                <TableCell className=\"text-right font-medium tabular-nums\">\n                                  {formatMoney(h.marketValue, h.currency)}\n                                </TableCell>\n                                <TableCell className=\"text-right tabular-nums\">\n                                  <GainValue value={gain} currency={h.currency} />\n                                </TableCell>\n                                <TableCell className=\"text-right\">\n                                  <DropdownMenu>\n                                    <DropdownMenuTrigger asChild>\n                                      <Button\n                                        variant=\"ghost\"\n                                        size=\"icon\"\n                                        className=\"size-10\"\n                                        aria-label={`Actions for ${h.symbol}`}\n                                      >\n                                        <MoreHorizontal className=\"size-4\" aria-hidden=\"true\" />\n                                      </Button>\n                                    </DropdownMenuTrigger>\n                                    <DropdownMenuContent align=\"end\">\n                                      <DropdownMenuLabel>{h.symbol}</DropdownMenuLabel>\n                                      <DropdownMenuSeparator />\n                                      <DropdownMenuItem\n                                        className=\"gap-2\"\n                                        onClick={() => openEditHolding(h)}\n                                      >\n                                        <Pencil className=\"size-4\" aria-hidden=\"true\" />\n                                        Edit\n                                      </DropdownMenuItem>\n                                      <DropdownMenuItem\n                                        className=\"gap-2 text-status-error-text focus:text-status-error-text\"\n                                        onClick={() => setHoldingToDelete(h)}\n                                      >\n                                        <Trash2 className=\"size-4\" aria-hidden=\"true\" />\n                                        Delete\n                                      </DropdownMenuItem>\n                                    </DropdownMenuContent>\n                                  </DropdownMenu>\n                                </TableCell>\n                              </TableRow>\n                            );\n                          })}\n                        </TableBody>\n                      </Table>\n                    </div>\n                  )}\n                </CardContent>\n              </Card>\n\n              {/* Tags — real UniversalTag assignments keyed by entity */}\n              <Card>\n                <CardHeader className=\"pb-3\">\n                  <CardTitle className=\"text-sm\">Tags</CardTitle>\n                  <CardDescription>Organize and filter this portfolio.</CardDescription>\n                </CardHeader>\n                <CardContent>\n                  <TagField\n                    entityType=\"brainyrich-portfolio\"\n                    entityId={portfolio.id}\n                    hideLabel\n                  />\n                </CardContent>\n              </Card>\n\n              {/* Discussion — threaded comments keyed by entity */}\n              <Card>\n                <CardContent className=\"pt-6\">\n                  <CommentThread entityType=\"brainyrich-portfolio\" entityId={portfolio.id} />\n                </CardContent>\n              </Card>\n            </div>\n\n            <HoldingFormDialog\n              open={holdingDialogOpen}\n              onOpenChange={setHoldingDialogOpen}\n              portfolioId={portfolio.id}\n              editing={editingHolding}\n            />\n\n            <ConfirmDialog\n              open={holdingToDelete !== null}\n              onOpenChange={(open) => {\n                if (!open) setHoldingToDelete(null);\n              }}\n              title=\"Delete holding?\"\n              description={\n                holdingToDelete\n                  ? `Remove ${holdingToDelete.symbol} from this portfolio. This cannot be undone.`\n                  : undefined\n              }\n              confirmLabel=\"Delete\"\n              pendingLabel=\"Deleting…\"\n              destructive\n              pending={deleteHolding.isPending}\n              onConfirm={() => {\n                if (!holdingToDelete) return;\n                deleteHolding.mutate(holdingToDelete.id, {\n                  onSuccess: () => setHoldingToDelete(null),\n                });\n              }}\n            />\n          </>\n        )}\n      </SheetContent>\n    </Sheet>\n  );\n}\n\n// ============================================================================\n// Page\n// ============================================================================\n\nexport function PortfoliosPage() {\n  const {\n    items: portfolios,\n    hasMore,\n    loadMore,\n    isLoading,\n    isFetchingNextPage,\n    isError,\n    refetch,\n  } = usePagedPortfolios();\n  const archivePortfolio = useArchivePortfolio();\n\n  const [formOpen, setFormOpen] = useState(false);\n  const [editingPortfolio, setEditingPortfolio] = useState<BraPortfolio | null>(null);\n  const [detailId, setDetailId] = useState<string | null>(null);\n  const [portfolioToArchive, setPortfolioToArchive] = useState<BraPortfolio | null>(null);\n\n  const activeCount = portfolios.filter((p) => p.status === 'ACTIVE').length;\n  const draftCount = portfolios.filter((p) => p.status === 'DRAFT').length;\n  const avgDrift =\n    portfolios.length > 0\n      ? portfolios.reduce((s, p) => s + p.driftThresholdPct, 0) / portfolios.length\n      : 0;\n\n  const openCreate = () => {\n    setEditingPortfolio(null);\n    setFormOpen(true);\n  };\n  const openEdit = (p: BraPortfolio) => {\n    setEditingPortfolio(p);\n    setFormOpen(true);\n  };\n\n  return (\n    <SectionShell\n      title=\"Portfolios\"\n      description=\"Organize holdings into strategies and keep allocations on target.\"\n      badges={portfolios.length > 0 ? [`${portfolios.length} total`] : []}\n      actions={\n        <Button size=\"sm\" onClick={openCreate}>\n          <Plus className=\"size-4\" aria-hidden=\"true\" />\n          New portfolio\n        </Button>\n      }\n    >\n      {isLoading ? (\n        <LoadingState rows={4} />\n      ) : isError ? (\n        <ErrorState onRetry={() => refetch()} />\n      ) : portfolios.length === 0 ? (\n        <EmptyState\n          icon={<Briefcase className=\"size-6\" aria-hidden=\"true\" />}\n          title=\"No portfolios yet\"\n          description=\"Create your first portfolio to start organizing holdings and tracking drift.\"\n          action={\n            <Button size=\"sm\" onClick={openCreate}>\n              <Plus className=\"size-4\" aria-hidden=\"true\" />\n              New portfolio\n            </Button>\n          }\n        />\n      ) : (\n        <>\n          <KpiGrid\n            items={[\n              { label: 'Portfolios', value: String(portfolios.length) },\n              { label: 'Active', value: String(activeCount) },\n              { label: 'Drafts', value: String(draftCount) },\n              { label: 'Avg drift threshold', value: formatPct(avgDrift) },\n            ]}\n          />\n\n          <div className=\"grid gap-4 md:grid-cols-2 xl:grid-cols-3\">\n            {portfolios.map((p) => (\n              <Card key={p.id} className=\"flex flex-col\">\n                <CardHeader className=\"pb-3\">\n                  <div className=\"flex items-start justify-between gap-2\">\n                    <CardTitle className=\"flex items-center gap-2 text-base\">\n                      <Briefcase className=\"size-4 text-text-secondary\" aria-hidden=\"true\" />\n                      {p.name}\n                    </CardTitle>\n                    <DropdownMenu>\n                      <DropdownMenuTrigger asChild>\n                        <Button\n                          variant=\"ghost\"\n                          size=\"icon\"\n                          className=\"size-10\"\n                          aria-label={`Actions for ${p.name}`}\n                        >\n                          <MoreHorizontal className=\"size-4\" aria-hidden=\"true\" />\n                        </Button>\n                      </DropdownMenuTrigger>\n                      <DropdownMenuContent align=\"end\">\n                        <DropdownMenuLabel>{p.name}</DropdownMenuLabel>\n                        <DropdownMenuSeparator />\n                        <DropdownMenuItem className=\"gap-2\" onClick={() => openEdit(p)}>\n                          <Pencil className=\"size-4\" aria-hidden=\"true\" />\n                          Edit\n                        </DropdownMenuItem>\n                        <DropdownMenuItem\n                          className=\"gap-2 text-status-error-text focus:text-status-error-text\"\n                          disabled={p.status === 'ARCHIVED'}\n                          onClick={() => setPortfolioToArchive(p)}\n                        >\n                          <Trash2 className=\"size-4\" aria-hidden=\"true\" />\n                          Archive\n                        </DropdownMenuItem>\n                      </DropdownMenuContent>\n                    </DropdownMenu>\n                  </div>\n                  {p.description?.trim() ? (\n                    <CardDescription className=\"line-clamp-2\">{p.description}</CardDescription>\n                  ) : null}\n                </CardHeader>\n                <CardContent className=\"flex flex-1 flex-col justify-between gap-4\">\n                  <div className=\"flex flex-wrap items-center gap-2\">\n                    <Badge variant={statusBadgeVariant(p.status)}>{prettyEnum(p.status)}</Badge>\n                    <Badge variant=\"outline\">{p.baseCurrency}</Badge>\n                    <Badge variant=\"secondary\">Drift {formatPct(p.driftThresholdPct)}</Badge>\n                  </div>\n                  <Button\n                    variant=\"outline\"\n                    size=\"sm\"\n                    className=\"w-full\"\n                    onClick={() => setDetailId(p.id)}\n                  >\n                    View holdings\n                  </Button>\n                </CardContent>\n              </Card>\n            ))}\n          </div>\n\n          <LoadMore hasMore={hasMore} onClick={loadMore} loading={isFetchingNextPage} />\n        </>\n      )}\n\n      <PortfolioFormDialog open={formOpen} onOpenChange={setFormOpen} editing={editingPortfolio} />\n\n      <PortfolioDetailSheet\n        portfolioId={detailId}\n        onOpenChange={(open) => {\n          if (!open) setDetailId(null);\n        }}\n      />\n\n      <ConfirmDialog\n        open={portfolioToArchive !== null}\n        onOpenChange={(open) => {\n          if (!open) setPortfolioToArchive(null);\n        }}\n        title=\"Archive portfolio?\"\n        description={\n          portfolioToArchive\n            ? `Archive “${portfolioToArchive.name}”. It will move to archived status and stop appearing in active views.`\n            : undefined\n        }\n        confirmLabel=\"Archive\"\n        pendingLabel=\"Archiving…\"\n        destructive\n        pending={archivePortfolio.isPending}\n        onConfirm={() => {\n          if (!portfolioToArchive) return;\n          archivePortfolio.mutate(portfolioToArchive.id, {\n            onSuccess: () => setPortfolioToArchive(null),\n          });\n        }}\n      />\n    </SectionShell>\n  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