@burdenoff/microfe-brainyrich 2026.525.1 → 2026.706.1

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

@@ -1 +1 @@
-{"version":3,"file":"ReportsPage.js","names":[],"sources":["../../../src/brainyrich/pages/ReportsPage.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 { FileText, Download, Calendar, Clock } from 'lucide-react';\nimport { useBrainyRichStore } from '../store/brainyrichStore';\nimport { SectionShell, KpiGrid } from './_shared';\n\nconst reportCatalog = [\n  {\n    category: 'Portfolio Reports',\n    items: [\n      {\n        name: 'Portfolio Performance',\n        desc: 'Comprehensive return analysis',\n        frequency: 'Monthly',\n        last: '2026-06-01',\n      },\n      {\n        name: 'Asset Allocation',\n        desc: 'Current vs target allocation',\n        frequency: 'Quarterly',\n        last: '2026-05-01',\n      },\n      {\n        name: 'Holdings Summary',\n        desc: 'Detailed position report',\n        frequency: 'Weekly',\n        last: '2026-06-08',\n      },\n    ],\n  },\n  {\n    category: 'Tax Reports',\n    items: [\n      {\n        name: 'Tax Loss Harvesting',\n        desc: 'Realized & unrealized gains/losses',\n        frequency: 'Monthly',\n        last: '2026-06-01',\n      },\n      {\n        name: 'Tax-Efficient Strategies',\n        desc: 'Optimization recommendations',\n        frequency: 'Quarterly',\n        last: '2026-04-01',\n      },\n      {\n        name: 'Year-End Tax Summary',\n        desc: 'Annual tax impact analysis',\n        frequency: 'Annually',\n        last: '2025-12-31',\n      },\n    ],\n  },\n  {\n    category: 'Risk Reports',\n    items: [\n      {\n        name: 'Risk Assessment',\n        desc: 'Portfolio risk metrics',\n        frequency: 'Monthly',\n        last: '2026-06-01',\n      },\n      {\n        name: 'Stress Test Results',\n        desc: 'Crisis scenario analysis',\n        frequency: 'Quarterly',\n        last: '2026-04-01',\n      },\n    ],\n  },\n];\n\nconst scheduledReports = [\n  {\n    name: 'Weekly Holdings Summary',\n    nextRun: '2026-06-15',\n    frequency: 'Weekly',\n    recipients: 'you@brainyrich.com',\n  },\n  {\n    name: 'Monthly Performance Report',\n    nextRun: '2026-07-01',\n    frequency: 'Monthly',\n    recipients: 'you@brainyrich.com',\n  },\n  {\n    name: 'Quarterly Tax Summary',\n    nextRun: '2026-10-01',\n    frequency: 'Quarterly',\n    recipients: 'you@brainyrich.com, advisor@firm.com',\n  },\n];\n\nexport function ReportsPage() {\n  const { reports } = useBrainyRichStore();\n\n  return (\n    <SectionShell\n      title=\"Reports & Documents\"\n      description=\"Generate, schedule, and download your financial reports\"\n      actionLabel=\"Generate Custom Report\"\n      badges={[`${reports.length} Recent Reports`]}\n    >\n      <KpiGrid\n        items={[\n          { label: 'Total Reports', value: '127', trend: 'Generated this year' },\n          {\n            label: 'Scheduled Reports',\n            value: String(scheduledReports.length),\n            trend: 'Active schedules',\n          },\n          { label: 'Ready to Download', value: String(reports.length) },\n          { label: 'Report Formats', value: '3', trend: 'PDF, Excel, CSV' },\n        ]}\n      />\n\n      <div className=\"grid gap-4 lg:grid-cols-3\">\n        {/* Report catalog */}\n        <div className=\"lg:col-span-2 space-y-4\">\n          {reportCatalog.map((cat) => (\n            <Card key={cat.category}>\n              <CardHeader>\n                <CardTitle className=\"text-base\">{cat.category}</CardTitle>\n              </CardHeader>\n              <CardContent className=\"space-y-2\">\n                {cat.items.map((r) => (\n                  <div\n                    key={r.name}\n                    className=\"flex items-center justify-between rounded-lg border p-3\"\n                  >\n                    <div className=\"flex-1\">\n                      <p className=\"font-medium text-sm\">{r.name}</p>\n                      <p className=\"text-xs text-muted-foreground\">{r.desc}</p>\n                    </div>\n                    <div className=\"text-center mx-4\">\n                      <Badge variant=\"outline\" className=\"text-[10px]\">\n                        {r.frequency}\n                      </Badge>\n                      <p className=\"text-[10px] text-muted-foreground mt-0.5\">Last: {r.last}</p>\n                    </div>\n                    <div className=\"flex gap-1\">\n                      <Button variant=\"outline\" size=\"sm\">\n                        Generate\n                      </Button>\n                      <Button variant=\"outline\" size=\"sm\">\n                        <Calendar className=\"h-3 w-3\" />\n                      </Button>\n                    </div>\n                  </div>\n                ))}\n              </CardContent>\n            </Card>\n          ))}\n        </div>\n\n        {/* Sidebar */}\n        <div className=\"space-y-4\">\n          <Card>\n            <CardHeader>\n              <CardTitle className=\"flex items-center gap-2 text-base\">\n                <FileText className=\"h-4 w-4\" />\n                Recent Reports\n              </CardTitle>\n            </CardHeader>\n            <CardContent className=\"space-y-3\">\n              {reports.map((r) => (\n                <div key={r.id} className=\"rounded-lg border p-3\">\n                  <p className=\"font-medium text-sm\">{r.title}</p>\n                  <p className=\"text-xs text-muted-foreground\">\n                    {r.period} &middot; Generated {r.generatedAt}\n                  </p>\n                  <Button variant=\"outline\" size=\"sm\" className=\"mt-2 w-full\">\n                    <Download className=\"mr-1 h-3 w-3\" />\n                    Download\n                  </Button>\n                </div>\n              ))}\n            </CardContent>\n          </Card>\n\n          <Card>\n            <CardHeader>\n              <CardTitle className=\"flex items-center gap-2 text-base\">\n                <Clock className=\"h-4 w-4\" />\n                Scheduled Reports\n              </CardTitle>\n            </CardHeader>\n            <CardContent className=\"space-y-3\">\n              {scheduledReports.map((s) => (\n                <div key={s.name} className=\"rounded-lg border p-3\">\n                  <p className=\"font-medium text-sm\">{s.name}</p>\n                  <p className=\"text-xs text-muted-foreground\">\n                    Next: {s.nextRun} &middot; {s.frequency}\n                  </p>\n                  <p className=\"text-xs text-muted-foreground\">{s.recipients}</p>\n                </div>\n              ))}\n            </CardContent>\n          </Card>\n\n          <Card>\n            <CardHeader>\n              <CardTitle className=\"text-base\">Export Formats</CardTitle>\n            </CardHeader>\n            <CardContent className=\"space-y-2\">\n              {[\n                { format: 'PDF', status: 'Available' },\n                { format: 'Excel (.xlsx)', status: 'Available' },\n                { format: 'CSV', status: 'Available' },\n                { format: 'Interactive Dashboard', status: 'Coming Soon' },\n              ].map((f) => (\n                <div key={f.format} className=\"flex justify-between text-sm\">\n                  <span>{f.format}</span>\n                  <span\n                    className={f.status === 'Available' ? 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+{"version":3,"file":"ReportsPage.js","names":[],"sources":["../../../src/brainyrich/pages/ReportsPage.tsx"],"sourcesContent":["import { useMemo, useState } from 'react';\nimport { useQuery } from '@tanstack/react-query';\nimport {\n  Card,\n  CardContent,\n  CardHeader,\n  CardTitle,\n  CardDescription,\n  Button,\n  Badge,\n  Table,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableHeader,\n  TableRow,\n  Tabs,\n  TabsList,\n  TabsTrigger,\n  DropdownMenu,\n  DropdownMenuContent,\n  DropdownMenuItem,\n  DropdownMenuTrigger,\n} from '@burdenoff/fe-libs/ui';\nimport { FileText, Printer, Download, Wallet, Layers, Receipt, ChevronDown } from 'lucide-react';\nimport { graphqlFetch } from '@burdenoff/fe-libs/shared/graphql';\nimport { useI18n } from '@burdenoff/fe-libs/shared/providers/shell/I18nProvider';\nimport { tWithFallback } from '../utils/i18n';\nimport { useBrainyRich } from '../providers/BrainyRichProvider';\nimport {\n  useNetWorthSummary,\n  useAllTransactions,\n  fetchAllAccounts,\n} from '../hooks/useBrainyRichApi';\nimport type { BraHolding, BraTransaction } from '../types/bra';\nimport {\n  SectionShell,\n  KpiGrid,\n  AllocationBars,\n  EmptyState,\n  LoadingState,\n  ErrorState,\n  formatMoney,\n  formatDate,\n  deltaToneClass,\n  type KpiItem,\n  type AllocationDatum,\n} from './_shared';\n\ntype Translate = (\n  key: string,\n  fallback: string,\n  params?: Record<string, string | number>\n) => string;\n\ntype StatementView = 'networth' | 'holdings' | 'transactions';\n\n/** Minimal read-query surface the statement sub-cards need for their states. */\ninterface QueryStatus {\n  isLoading: boolean;\n  isError: boolean;\n  refetch: () => void;\n}\n\n// ============================================================================\n// CSV helpers — client-side export built from REAL rows only\n// ============================================================================\n\nfunction toCsv(headers: string[], rows: (string | number)[][]): string {\n  const escape = (cell: string | number) => {\n    const s = String(cell ?? '');\n    return /[\",\\n]/.test(s) ? `\"${s.replace(/\"/g, '\"\"')}\"` : s;\n  };\n  return [headers, ...rows].map((row) => row.map(escape).join(',')).join('\\n');\n}\n\nfunction downloadCsv(filename: string, csv: string) {\n  const blob = new Blob([csv], { type: 'text/csv;charset=utf-8;' });\n  const url = URL.createObjectURL(blob);\n  const link = document.createElement('a');\n  link.href = url;\n  link.download = filename;\n  document.body.appendChild(link);\n  link.click();\n  document.body.removeChild(link);\n  URL.revokeObjectURL(url);\n}\n\n// ============================================================================\n// Full holdings schedule\n// ----------------------------------------------------------------------------\n// `braListPortfolios`/`braListAccounts` never inline `holdings`, and\n// `braListHoldings` is scoped to a single account/portfolio. To build a\n// COMPLETE holdings schedule (every position, not a truncated first page) we\n// enumerate the full account set via the foundation `fetchAllAccounts` pager,\n// then read each account's holdings (which `braListHoldings` returns in full,\n// un-paginated) and flatten. Real server rows only — no fabrication.\n// ============================================================================\n\nconst HOLDINGS_BY_ACCOUNT_QUERY = `query BraReportHoldings($accountId: ID) {\n  braListHoldings(accountId: $accountId) {\n    id workspaceId accountId portfolioId symbol name assetClass quantity lastPrice\n    costBasis marketValue currency asOf createdAt updatedAt\n  }\n}`;\n\nfunction useAllHoldings() {\n  const { apiGatewayUrl } = useBrainyRich();\n  const query = useQuery({\n    queryKey: ['brainyrich', 'holdings', 'report-all'],\n    queryFn: async () => {\n      const accounts = await fetchAllAccounts(apiGatewayUrl);\n      const perAccount = await Promise.all(\n        accounts.map(async (account) => {\n          const response = await graphqlFetch<{ braListHoldings: BraHolding[] }>({\n            gateway: 'workspace',\n            baseUrl: apiGatewayUrl,\n            query: HOLDINGS_BY_ACCOUNT_QUERY,\n            variables: { accountId: account.id },\n            workspaceToken: true,\n          });\n          if (response.errors?.length) {\n            throw new Error(response.errors[0]?.message ?? 'Failed to load holdings');\n          }\n          return response.data?.braListHoldings ?? [];\n        })\n      );\n      return perAccount.flat();\n    },\n  });\n  return { ...query, data: query.data ?? [] };\n}\n\n// ============================================================================\n// Reports page — real, generatable statement views (net worth / holdings / ledger)\n// ============================================================================\n\nexport function ReportsPage() {\n  const { t } = useI18n();\n  const translate: Translate = (key, fallback, params) => tWithFallback(t, key, fallback, params);\n\n  const [view, setView] = useState<StatementView>('networth');\n\n  const summaryQuery = useNetWorthSummary();\n  // Aggregation sources: page through the FULL set so statements + CSV cover\n  // every holding and every ledger entry, not a truncated first page.\n  const holdingsQuery = useAllHoldings();\n  const transactionsQuery = useAllTransactions();\n\n  const summary = summaryQuery.data;\n  const currency = summary?.currency ?? 'USD';\n\n  // Holdings schedule: every holding across every account, richest first.\n  const holdings: BraHolding[] = useMemo(\n    () => holdingsQuery.data.slice().sort((a, b) => b.marketValue - a.marketValue),\n    [holdingsQuery.data]\n  );\n\n  const transactions: BraTransaction[] = useMemo(\n    () =>\n      transactionsQuery.data\n        .slice()\n        .sort((a, b) => new Date(b.tradeDate).getTime() - new Date(a.tradeDate).getTime()),\n    [transactionsQuery.data]\n  );\n\n  const kpis: KpiItem[] = summary\n    ? [\n        {\n          label: translate('brainyrich.reports.kpis.netWorth', 'Net Worth'),\n          value: formatMoney(summary.totalNetWorth, currency),\n        },\n        {\n          label: translate('brainyrich.reports.kpis.marketValue', 'Invested Value'),\n          value: formatMoney(summary.totalMarketValue, currency),\n        },\n        {\n          label: translate('brainyrich.reports.kpis.holdings', 'Holdings on Schedule'),\n          value: String(holdings.length),\n        },\n        {\n          label: translate('brainyrich.reports.kpis.transactions', 'Ledger Entries'),\n          value: String(transactions.length),\n        },\n      ]\n    : [\n        {\n          label: translate('brainyrich.reports.kpis.holdings', 'Holdings on Schedule'),\n          value: String(holdings.length),\n        },\n        {\n          label: translate('brainyrich.reports.kpis.transactions', 'Ledger Entries'),\n          value: String(transactions.length),\n        },\n      ];\n\n  // Primary \"Print / Export\" action for the currently selected statement.\n  // Each branch emits the COMPLETE dataset (full holdings / full ledger).\n  const exportCurrent = () => {\n    if (view === 'networth') {\n      if (!summary) return;\n      const headers = ['Metric', 'Amount', 'Currency'];\n      const rows: (string | number)[][] = [\n        ['Total Net Worth', summary.totalNetWorth, currency],\n        ['Total Market Value', summary.totalMarketValue, currency],\n        ['Total Cash', summary.totalCash, currency],\n        ['Account Count', summary.accountCount, ''],\n        ...summary.byAssetClass.map((row) => [\n          `Asset Class: ${row.assetClass.replace(/_/g, ' ')}`,\n          row.marketValue,\n          currency,\n        ]),\n      ];\n      downloadCsv('brainyrich-net-worth-statement.csv', toCsv(headers, rows));\n      return;\n    }\n    if (view === 'holdings') {\n      const headers = [\n        'Symbol',\n        'Name',\n        'Asset Class',\n        'Quantity',\n        'Cost Basis',\n        'Market Value',\n        'Currency',\n      ];\n      const rows = holdings.map((h) => [\n        h.symbol,\n        h.name ?? '',\n        h.assetClass.replace(/_/g, ' '),\n        h.quantity,\n        h.costBasis,\n        h.marketValue,\n        h.currency,\n      ]);\n      downloadCsv('brainyrich-holdings-schedule.csv', toCsv(headers, rows));\n      return;\n    }\n    const headers = [\n      'Trade Date',\n      'Type',\n      'Symbol',\n      'Quantity',\n      'Price',\n      'Amount',\n      'Fee',\n      'Currency',\n    ];\n    const rows = transactions.map((tx) => [\n      formatDate(tx.tradeDate),\n      tx.type,\n      tx.symbol ?? '',\n      tx.quantity,\n      tx.price,\n      tx.amount,\n      tx.fee,\n      tx.currency,\n    ]);\n    downloadCsv('brainyrich-transaction-ledger.csv', toCsv(headers, rows));\n  };\n\n  // The export action only produces a file for a statement that actually has\n  // rows; disable it while the active statement is still loading / empty.\n  const exportDisabled =\n    (view === 'networth' && (summaryQuery.isLoading || !summary)) ||\n    (view === 'holdings' && (holdingsQuery.isLoading || holdings.length === 0)) ||\n    (view === 'transactions' && (transactionsQuery.isLoading || transactions.length === 0));\n\n  return (\n    <SectionShell\n      title={translate('brainyrich.reports.title', 'Reports & Statements')}\n      description={translate(\n        'brainyrich.reports.description',\n        'Generate statements directly from your live portfolio data — no fabricated schedules.'\n      )}\n      actions={\n        <DropdownMenu>\n          <DropdownMenuTrigger asChild>\n            <Button\n              size=\"sm\"\n              disabled={exportDisabled}\n              aria-label={translate('brainyrich.reports.actions.export', 'Print / Export')}\n            >\n              <Download className=\"size-4\" aria-hidden=\"true\" />\n              {translate('brainyrich.reports.actions.export', 'Print / Export')}\n              <ChevronDown className=\"size-4\" aria-hidden=\"true\" />\n            </Button>\n          </DropdownMenuTrigger>\n          <DropdownMenuContent align=\"end\">\n            <DropdownMenuItem onSelect={exportCurrent}>\n              <Download className=\"size-4\" aria-hidden=\"true\" />\n              {translate('brainyrich.reports.actions.downloadCsv', 'Download CSV')}\n            </DropdownMenuItem>\n            <DropdownMenuItem onSelect={() => window.print()}>\n              <Printer className=\"size-4\" aria-hidden=\"true\" />\n              {translate('brainyrich.reports.actions.print', 'Print statement')}\n            </DropdownMenuItem>\n          </DropdownMenuContent>\n        </DropdownMenu>\n      }\n    >\n      <KpiGrid items={kpis} />\n\n      <Tabs value={view} onValueChange={(value) => setView(value as StatementView)}>\n        <TabsList>\n          <TabsTrigger value=\"networth\">\n            <Wallet className=\"size-4\" aria-hidden=\"true\" />\n            {translate('brainyrich.reports.tabs.netWorth', 'Net Worth')}\n          </TabsTrigger>\n          <TabsTrigger value=\"holdings\">\n            <Layers className=\"size-4\" aria-hidden=\"true\" />\n            {translate('brainyrich.reports.tabs.holdings', 'Holdings')}\n          </TabsTrigger>\n          <TabsTrigger value=\"transactions\">\n            <Receipt className=\"size-4\" aria-hidden=\"true\" />\n            {translate('brainyrich.reports.tabs.ledger', 'Ledger')}\n          </TabsTrigger>\n        </TabsList>\n      </Tabs>\n\n      {view === 'networth' ? (\n        <NetWorthStatement query={summaryQuery} translate={translate} />\n      ) : view === 'holdings' ? (\n        <HoldingsSchedule query={holdingsQuery} holdings={holdings} translate={translate} />\n      ) : (\n        <TransactionLedger\n          query={transactionsQuery}\n          transactions={transactions}\n          translate={translate}\n        />\n      )}\n    </SectionShell>\n  );\n}\n\n// ============================================================================\n// Net-worth statement\n// ============================================================================\n\nfunction NetWorthStatement({\n  query,\n  translate,\n}: {\n  query: ReturnType<typeof useNetWorthSummary>;\n  translate: Translate;\n}) {\n  const summary = query.data;\n  const currency = summary?.currency ?? 'USD';\n\n  const allocation: AllocationDatum[] = useMemo(() => {\n    if (!summary) return [];\n    const total = summary.byAssetClass.reduce((sum, row) => sum + row.marketValue, 0);\n    if (total <= 0) return [];\n    return summary.byAssetClass\n      .slice()\n      .sort((a, b) => b.marketValue - a.marketValue)\n      .map((row) => ({\n        label: row.assetClass.replace(/_/g, ' '),\n        value: (row.marketValue / total) * 100,\n        caption: formatMoney(row.marketValue, currency),\n      }));\n  }, [summary, currency]);\n\n  return (\n    <Card>\n      <CardHeader>\n        <CardTitle className=\"flex items-center gap-2\">\n          <Wallet className=\"size-5\" aria-hidden=\"true\" />\n          {translate('brainyrich.reports.netWorth.title', 'Net Worth Statement')}\n        </CardTitle>\n        <CardDescription>\n          {translate(\n            'brainyrich.reports.netWorth.description',\n            'Consolidated assets, cash, and asset-class allocation as of today.'\n          )}\n        </CardDescription>\n      </CardHeader>\n      <CardContent>\n        {query.isLoading ? (\n          <LoadingState rows={3} />\n        ) : query.isError ? (\n          <ErrorState onRetry={() => query.refetch()} />\n        ) : summary ? (\n          <div className=\"space-y-6\">\n            <div className=\"grid gap-4 sm:grid-cols-3\">\n              <StatementLine\n                label={translate('brainyrich.reports.netWorth.total', 'Total Net Worth')}\n                value={formatMoney(summary.totalNetWorth, currency)}\n                emphasis\n              />\n              <StatementLine\n                label={translate('brainyrich.reports.netWorth.invested', 'Invested Value')}\n                value={formatMoney(summary.totalMarketValue, currency)}\n              />\n              <StatementLine\n                label={translate('brainyrich.reports.netWorth.cash', 'Cash & Liquidity')}\n                value={formatMoney(summary.totalCash, currency)}\n              />\n            </div>\n\n            <div className=\"space-y-3\">\n              <p className=\"text-sm font-medium text-text-primary\">\n                {translate('brainyrich.reports.netWorth.allocation', 'Allocation by Asset Class')}\n              </p>\n              {allocation.length > 0 ? (\n                <AllocationBars data={allocation} />\n              ) : (\n                <p className=\"text-sm text-text-secondary\">\n                  {translate(\n                    'brainyrich.reports.netWorth.noAllocation',\n                    'No holdings to allocate yet.'\n                  )}\n                </p>\n              )}\n            </div>\n          </div>\n        ) : (\n          <EmptyState\n            icon={<Wallet className=\"size-6\" aria-hidden=\"true\" />}\n            title={translate('brainyrich.reports.netWorth.emptyTitle', 'No net-worth data yet')}\n            description={translate(\n              'brainyrich.reports.netWorth.emptyDesc',\n              'Link an account and add holdings to generate a net-worth statement.'\n            )}\n          />\n        )}\n      </CardContent>\n    </Card>\n  );\n}\n\nfunction StatementLine({\n  label,\n  value,\n  emphasis,\n}: {\n  label: string;\n  value: string;\n  emphasis?: boolean;\n}) {\n  return (\n    <div className=\"rounded-lg border border-border-subtle bg-bg-surface p-4\">\n      <p className=\"text-xs text-text-secondary\">{label}</p>\n      <p\n        className={\n          emphasis\n            ? 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