@burdenoff/microfe-brainyrich 2026.525.1 → 2026.706.1

package/dist/brainyrich/pages/TaxPage.js

@@ -1,246 +1,680 @@
-import { useBrainyRichStore as e } from "../store/brainyrichStore.js";
-import { KpiGrid as t, SectionShell as n, statusBadgeVariant as r } from "./_shared.js";
-import { AlertTriangle as i, Calculator as a, CheckCircle as o, Clock as s, FileText as c, Upload as l } from "lucide-react";
-import { Fragment as u, jsx as d, jsxs as f } from "react/jsx-runtime";
-import { Badge as p, Button as m, Card as h, CardContent as g, CardDescription as _, CardHeader as v, CardTitle as y, Table as b, TableBody as x, TableCell as S, TableHead as C, TableHeader as w, TableRow as T, Tabs as E, TabsContent as D, TabsList as O, TabsTrigger as k } from "@burdenoff/fe-libs/ui";
+import { useAcknowledgeInsight as e, useAllAccounts as t, useAllTransactions as n, useCreateInsight as r, useDismissInsight as i, useHoldings as a, usePagedInsights as o, usePortfolios as ee, useResolveInsight as te } from "../hooks/useBrainyRichApi.js";
+import { LoadMore as ne } from "../components/LoadMore.js";
+import { ConfirmDialog as re } from "../components/ConfirmDialog.js";
+import "../components/index.js";
+import { EmptyState as s, ErrorState as c, KpiGrid as ie, LoadingState as l, SectionShell as u, deltaToneClass as d, formatDate as f, formatMoney as p, statusBadgeVariant as m } from "./_shared.js";
+import { useMemo as h, useState as g } from "react";
+import { ArrowDownRight as ae, ArrowUpRight as oe, Check as se, Coins as ce, Landmark as le, MoreHorizontal as ue, Receipt as de, ReceiptText as fe, ShieldCheck as _, Sparkles as pe, TrendingDown as me, TrendingUp as v, X as he } from "lucide-react";
+import { Fragment as ge, jsx as y, jsxs as b } from "react/jsx-runtime";
+import { Badge as x, Button as S, Card as C, CardContent as w, CardDescription as T, CardHeader as E, CardTitle as D, Dialog as _e, DialogClose as ve, DialogContent as ye, DialogDescription as be, DialogFooter as xe, DialogHeader as Se, DialogTitle as Ce, DropdownMenu as O, DropdownMenuContent as k, DropdownMenuItem as A, DropdownMenuLabel as j, DropdownMenuSeparator as M, DropdownMenuTrigger as N, Input as we, Label as P, Select as F, SelectContent as I, SelectItem as L, SelectTrigger as R, SelectValue as z, Table as B, TableBody as Te, TableCell as V, TableHead as H, TableHeader as U, TableRow as W, Tabs as Ee, TabsContent as De, TabsList as Oe, TabsTrigger as ke, Textarea as Ae } from "@burdenoff/fe-libs/ui";
 //#region src/brainyrich/pages/TaxPage.tsx
-var A = [
-	{
-		id: "ts1",
-		strategy: "Section 80C Investments",
-		limit: 15e4,
-		utilized: 142e3,
-		status: "Almost Full"
-	},
-	{
-		id: "ts2",
-		strategy: "NPS Contribution (80CCD)",
-		limit: 5e4,
-		utilized: 5e4,
-		status: "Fully Utilized"
-	},
-	{
-		id: "ts3",
-		strategy: "Health Insurance (80D)",
-		limit: 75e3,
-		utilized: 52600,
-		status: "Available"
-	},
-	{
-		id: "ts4",
-		strategy: "HRA Exemption",
-		limit: 24e4,
-		utilized: 24e4,
-		status: "Fully Utilized"
-	}
+var je = [
+	"INFO",
+	"LOW",
+	"MEDIUM",
+	"HIGH",
+	"CRITICAL"
 ];
-function j() {
-	let { taxDocs: j } = e(), M = j.filter((e) => e.status === "Uploaded").length, N = j.filter((e) => e.status === "Pending").length;
-	return /* @__PURE__ */ f(n, {
-		title: "Tax Planning & Compliance",
-		description: "Optimize your tax strategy, track documents, and ensure regulatory compliance",
-		actionLabel: "Upload Document",
-		badges: ["FY 2024-25"],
-		children: [/* @__PURE__ */ d(t, { items: [
+function G(e) {
+	return e.toLowerCase().split("_").map((e) => e.charAt(0).toUpperCase() + e.slice(1)).join(" ");
+}
+function K(e) {
+	return e.marketValue - e.costBasis;
+}
+var Me = {
+	title: "",
+	detail: "",
+	severity: "MEDIUM",
+	subject: ""
+};
+function Ne() {
+	let { items: a, hasMore: d, loadMore: m, isLoading: ae, isFetchingNextPage: oe, isError: se, refetch: ue } = o(), { data: _, isLoading: me, isError: v, refetch: he } = n(), { data: O, isLoading: k } = t(), { data: A } = ee(), j = r(), M = e(), N = i(), Ne = te(), [Fe, Le] = g(!1), [q, J] = g(Me), [Re, Y] = g(null), [X, ze] = g(null), Z = h(() => a.filter((e) => e.type === "TAX_OPPORTUNITY"), [a]), Be = Z.filter((e) => e.status === "OPEN"), Q = h(() => _.filter((e) => e.type === "SELL"), [_]), $ = h(() => _.filter((e) => e.type === "DIVIDEND" || e.type === "INTEREST"), [_]), Ve = Q.reduce((e, t) => e + t.amount, 0), He = $.reduce((e, t) => e + t.amount, 0), Ue = Q[0]?.currency ?? $[0]?.currency ?? "USD", We = h(() => O.reduce((e, t) => e + t.holdings.reduce((e, t) => e + K(t), 0), 0), [O]), Ge = O[0]?.currency ?? Ue, Ke = O.length > 0 || A.length > 0;
+	function qe() {
+		J(Me), Y(null), Le(!0);
+	}
+	function Je() {
+		let e = q.title.trim();
+		if (!e) {
+			Y("A title is required.");
+			return;
+		}
+		if (!q.subject) {
+			Y("Select the account or portfolio this opportunity applies to.");
+			return;
+		}
+		let [t, n] = q.subject.split(":");
+		if (!t || !n) {
+			Y("Select a valid subject.");
+			return;
+		}
+		j.mutate({
+			type: "TAX_OPPORTUNITY",
+			severity: q.severity,
+			title: e,
+			detail: q.detail.trim() || null,
+			subjectId: n,
+			subjectType: t
+		}, {
+			onSuccess: () => {
+				Le(!1), J(Me);
+			},
+			onError: (e) => {
+				Y(e instanceof Error ? e.message : "Could not create the tax insight.");
+			}
+		});
+	}
+	let Ye = M.isPending || N.isPending || Ne.isPending;
+	return /* @__PURE__ */ b(u, {
+		title: "Tax Center",
+		description: "Act on tax-opportunity insights and review unrealized and realized gains — all from your live portfolio data.",
+		badges: [`${Be.length} open opportunit${Be.length === 1 ? "y" : "ies"}`],
+		actionLabel: "New tax insight",
+		onAction: qe,
+		children: [
+			/* @__PURE__ */ y(ie, { items: [
+				{
+					label: "Open tax opportunities",
+					value: String(Be.length)
+				},
+				{
+					label: "Tax insights (all)",
+					value: String(Z.length)
+				},
+				{
+					label: "Realized proceeds",
+					value: p(Ve, Ue),
+					trend: `${Q.length} sale${Q.length === 1 ? "" : "s"}`
+				},
+				{
+					label: "Investment income",
+					value: p(He, Ue),
+					trend: `${$.length} dividend/interest`
+				},
+				{
+					label: "Unrealized P/L (all accounts)",
+					value: k ? "—" : p(We, Ge),
+					trend: k ? "Loading…" : We >= 0 ? "Net gain" : "Net loss",
+					deltaTone: We >= 0 ? "positive" : "negative"
+				}
+			] }),
+			/* @__PURE__ */ b(Ee, {
+				defaultValue: "opportunities",
+				className: "space-y-4",
+				children: [
+					/* @__PURE__ */ b(Oe, {
+						className: "grid w-full grid-cols-3",
+						children: [
+							/* @__PURE__ */ y(ke, {
+								value: "opportunities",
+								children: "Tax Opportunities"
+							}),
+							/* @__PURE__ */ y(ke, {
+								value: "unrealized",
+								children: "Unrealized Gains"
+							}),
+							/* @__PURE__ */ y(ke, {
+								value: "realized",
+								children: "Realized Activity"
+							})
+						]
+					}),
+					/* @__PURE__ */ y(De, {
+						value: "opportunities",
+						children: /* @__PURE__ */ b(C, { children: [/* @__PURE__ */ b(E, { children: [/* @__PURE__ */ b(D, {
+							className: "flex items-center gap-2",
+							children: [/* @__PURE__ */ y(pe, {
+								className: "h-5 w-5",
+								"aria-hidden": "true"
+							}), "Tax-opportunity insights"]
+						}), /* @__PURE__ */ y(T, { children: "Tax-loss harvesting and other tax signals detected across your accounts and portfolios." })] }), /* @__PURE__ */ y(w, { children: ae ? /* @__PURE__ */ y(l, {}) : se ? /* @__PURE__ */ y(c, { onRetry: () => ue() }) : Z.length === 0 ? /* @__PURE__ */ y(s, {
+							icon: /* @__PURE__ */ y(de, {
+								className: "size-6",
+								"aria-hidden": "true"
+							}),
+							title: "No tax opportunities yet",
+							description: "Tax-opportunity insights appear here as the backend generates them from your holdings. You can also flag one manually.",
+							action: Ke ? /* @__PURE__ */ b(S, {
+								size: "sm",
+								onClick: qe,
+								children: [/* @__PURE__ */ y(pe, {
+									className: "size-4",
+									"aria-hidden": "true"
+								}), "New tax insight"]
+							}) : void 0
+						}) : /* @__PURE__ */ b("div", {
+							className: "space-y-3",
+							children: [Z.map((e) => /* @__PURE__ */ y(Ie, {
+								insight: e,
+								actionPending: Ye,
+								onAcknowledge: () => M.mutate(e.id),
+								onResolve: () => Ne.mutate(e.id),
+								onDismiss: () => ze(e)
+							}, e.id)), /* @__PURE__ */ y(ne, {
+								hasMore: d,
+								onClick: m,
+								loading: oe,
+								label: "Load more insights"
+							})]
+						}) })] })
+					}),
+					/* @__PURE__ */ y(De, {
+						value: "unrealized",
+						children: /* @__PURE__ */ y(Pe, { accounts: O })
+					}),
+					/* @__PURE__ */ y(De, {
+						value: "realized",
+						children: /* @__PURE__ */ b(C, { children: [/* @__PURE__ */ b(E, { children: [/* @__PURE__ */ b(D, {
+							className: "flex items-center gap-2",
+							children: [/* @__PURE__ */ y(fe, {
+								className: "h-5 w-5",
+								"aria-hidden": "true"
+							}), "Realized activity"]
+						}), /* @__PURE__ */ y(T, { children: "Realized sales, dividends and interest — the taxable events recorded on your accounts." })] }), /* @__PURE__ */ y(w, {
+							className: "space-y-6",
+							children: me ? /* @__PURE__ */ y(l, {}) : v ? /* @__PURE__ */ y(c, { onRetry: () => he() }) : Q.length === 0 && $.length === 0 ? /* @__PURE__ */ y(s, {
+								icon: /* @__PURE__ */ y(fe, {
+									className: "size-6",
+									"aria-hidden": "true"
+								}),
+								title: "No taxable activity recorded",
+								description: "Sales, dividends and interest show up here once transactions are recorded against your accounts."
+							}) : /* @__PURE__ */ b(ge, { children: [/* @__PURE__ */ b("div", {
+								className: "space-y-2",
+								children: [/* @__PURE__ */ b("div", {
+									className: "flex items-center gap-2",
+									children: [
+										/* @__PURE__ */ y(le, {
+											className: "size-4 text-text-secondary",
+											"aria-hidden": "true"
+										}),
+										/* @__PURE__ */ y("h3", {
+											className: "text-sm font-semibold text-text-primary",
+											children: "Realized sales"
+										}),
+										/* @__PURE__ */ y(x, {
+											variant: "secondary",
+											children: Q.length
+										})
+									]
+								}), Q.length === 0 ? /* @__PURE__ */ y("p", {
+									className: "text-sm text-text-secondary",
+									children: "No sales recorded."
+								}) : /* @__PURE__ */ y("div", {
+									className: "overflow-x-auto",
+									children: /* @__PURE__ */ b(B, { children: [/* @__PURE__ */ y(U, { children: /* @__PURE__ */ b(W, { children: [
+										/* @__PURE__ */ y(H, { children: "Symbol" }),
+										/* @__PURE__ */ y(H, {
+											className: "text-right",
+											children: "Quantity"
+										}),
+										/* @__PURE__ */ y(H, {
+											className: "text-right",
+											children: "Price"
+										}),
+										/* @__PURE__ */ y(H, {
+											className: "text-right",
+											children: "Proceeds"
+										}),
+										/* @__PURE__ */ y(H, { children: "Trade date" })
+									] }) }), /* @__PURE__ */ y(Te, { children: Q.map((e) => /* @__PURE__ */ b(W, { children: [
+										/* @__PURE__ */ y(V, {
+											className: "font-medium text-text-primary",
+											children: e.symbol ?? "—"
+										}),
+										/* @__PURE__ */ y(V, {
+											className: "text-right text-text-secondary",
+											children: e.quantity
+										}),
+										/* @__PURE__ */ y(V, {
+											className: "text-right text-text-secondary",
+											children: p(e.price, e.currency)
+										}),
+										/* @__PURE__ */ y(V, {
+											className: "text-right font-medium text-text-primary",
+											children: p(e.amount, e.currency)
+										}),
+										/* @__PURE__ */ y(V, {
+											className: "text-text-secondary",
+											children: f(e.tradeDate)
+										})
+									] }, e.id)) })] })
+								})]
+							}), /* @__PURE__ */ b("div", {
+								className: "space-y-2",
+								children: [/* @__PURE__ */ b("div", {
+									className: "flex items-center gap-2",
+									children: [
+										/* @__PURE__ */ y(ce, {
+											className: "size-4 text-text-secondary",
+											"aria-hidden": "true"
+										}),
+										/* @__PURE__ */ y("h3", {
+											className: "text-sm font-semibold text-text-primary",
+											children: "Dividends & interest"
+										}),
+										/* @__PURE__ */ y(x, {
+											variant: "secondary",
+											children: $.length
+										})
+									]
+								}), $.length === 0 ? /* @__PURE__ */ y("p", {
+									className: "text-sm text-text-secondary",
+									children: "No income recorded."
+								}) : /* @__PURE__ */ y("div", {
+									className: "overflow-x-auto",
+									children: /* @__PURE__ */ b(B, { children: [/* @__PURE__ */ y(U, { children: /* @__PURE__ */ b(W, { children: [
+										/* @__PURE__ */ y(H, { children: "Type" }),
+										/* @__PURE__ */ y(H, { children: "Symbol" }),
+										/* @__PURE__ */ y(H, {
+											className: "text-right",
+											children: "Amount"
+										}),
+										/* @__PURE__ */ y(H, { children: "Trade date" })
+									] }) }), /* @__PURE__ */ y(Te, { children: $.map((e) => /* @__PURE__ */ b(W, { children: [
+										/* @__PURE__ */ y(V, { children: /* @__PURE__ */ y(x, {
+											variant: "outline",
+											children: G(e.type)
+										}) }),
+										/* @__PURE__ */ y(V, {
+											className: "text-text-secondary",
+											children: e.symbol ?? "—"
+										}),
+										/* @__PURE__ */ y(V, {
+											className: "text-right font-medium text-status-success-text",
+											children: p(e.amount, e.currency)
+										}),
+										/* @__PURE__ */ y(V, {
+											className: "text-text-secondary",
+											children: f(e.tradeDate)
+										})
+									] }, e.id)) })] })
+								})]
+							})] })
+						})] })
+					})
+				]
+			}),
+			/* @__PURE__ */ y(_e, {
+				open: Fe,
+				onOpenChange: (e) => {
+					Le(e), e || Y(null);
+				},
+				children: /* @__PURE__ */ b(ye, {
+					className: "max-h-[90vh] overflow-y-auto sm:max-w-lg",
+					children: [
+						/* @__PURE__ */ b(Se, { children: [/* @__PURE__ */ y(Ce, { children: "New tax insight" }), /* @__PURE__ */ y(be, { children: "Flag a tax opportunity against one of your accounts or portfolios." })] }),
+						Ke ? /* @__PURE__ */ b("div", {
+							className: "space-y-4 py-2",
+							children: [
+								/* @__PURE__ */ b("div", {
+									className: "space-y-2",
+									children: [/* @__PURE__ */ y(P, {
+										htmlFor: "tax-title",
+										children: "Title"
+									}), /* @__PURE__ */ y(we, {
+										id: "tax-title",
+										value: q.title,
+										onChange: (e) => J((t) => ({
+											...t,
+											title: e.target.value
+										})),
+										placeholder: "e.g. Harvest losses in tech holdings"
+									})]
+								}),
+								/* @__PURE__ */ b("div", {
+									className: "grid gap-4 sm:grid-cols-2",
+									children: [/* @__PURE__ */ b("div", {
+										className: "space-y-2",
+										children: [/* @__PURE__ */ y(P, {
+											htmlFor: "tax-severity",
+											children: "Severity"
+										}), /* @__PURE__ */ b(F, {
+											value: q.severity,
+											onValueChange: (e) => J((t) => ({
+												...t,
+												severity: e
+											})),
+											children: [/* @__PURE__ */ y(R, {
+												id: "tax-severity",
+												children: /* @__PURE__ */ y(z, {})
+											}), /* @__PURE__ */ y(I, { children: je.map((e) => /* @__PURE__ */ y(L, {
+												value: e,
+												children: G(e)
+											}, e)) })]
+										})]
+									}), /* @__PURE__ */ b("div", {
+										className: "space-y-2",
+										children: [/* @__PURE__ */ y(P, {
+											htmlFor: "tax-subject",
+											children: "Applies to"
+										}), /* @__PURE__ */ b(F, {
+											value: q.subject,
+											onValueChange: (e) => J((t) => ({
+												...t,
+												subject: e
+											})),
+											children: [/* @__PURE__ */ y(R, {
+												id: "tax-subject",
+												children: /* @__PURE__ */ y(z, { placeholder: "Select subject" })
+											}), /* @__PURE__ */ b(I, { children: [A.map((e) => /* @__PURE__ */ b(L, {
+												value: `portfolio:${e.id}`,
+												children: ["Portfolio · ", e.name]
+											}, `portfolio:${e.id}`)), O.map((e) => /* @__PURE__ */ b(L, {
+												value: `account:${e.id}`,
+												children: ["Account · ", e.name]
+											}, `account:${e.id}`))] })]
+										})]
+									})]
+								}),
+								/* @__PURE__ */ b("div", {
+									className: "space-y-2",
+									children: [/* @__PURE__ */ y(P, {
+										htmlFor: "tax-detail",
+										children: "Detail"
+									}), /* @__PURE__ */ y(Ae, {
+										id: "tax-detail",
+										value: q.detail,
+										onChange: (e) => J((t) => ({
+											...t,
+											detail: e.target.value
+										})),
+										rows: 3,
+										placeholder: "What is the opportunity and how should it be actioned?"
+									})]
+								}),
+								Re ? /* @__PURE__ */ y("p", {
+									className: "text-sm text-status-error-text",
+									role: "alert",
+									children: Re
+								}) : null
+							]
+						}) : /* @__PURE__ */ y(s, {
+							title: "No subject available",
+							description: "Create an account or portfolio first, then flag a tax opportunity against it."
+						}),
+						/* @__PURE__ */ b(xe, { children: [/* @__PURE__ */ y(ve, {
+							asChild: !0,
+							children: /* @__PURE__ */ y(S, {
+								variant: "outline",
+								disabled: j.isPending,
+								children: "Cancel"
+							})
+						}), /* @__PURE__ */ y(S, {
+							onClick: Je,
+							disabled: !Ke || !q.title.trim() || !q.subject || j.isPending,
+							children: j.isPending ? "Creating…" : "Create insight"
+						})] })
+					]
+				})
+			}),
+			/* @__PURE__ */ y(re, {
+				open: !!X,
+				onOpenChange: (e) => {
+					e || ze(null);
+				},
+				title: "Dismiss tax insight?",
+				description: X ? /* @__PURE__ */ b(ge, { children: [
+					"“",
+					X.title,
+					"” will be marked as dismissed and removed from your open opportunities. This does not delete the underlying holdings or transactions."
+				] }) : void 0,
+				confirmLabel: "Dismiss insight",
+				pendingLabel: "Dismissing…",
+				destructive: !0,
+				pending: N.isPending,
+				onConfirm: () => {
+					X && N.mutate(X.id, { onSuccess: () => ze(null) });
+				}
+			})
+		]
+	});
+}
+function Pe({ accounts: e }) {
+	let [t, n] = g(""), r = t || e[0]?.id, i = e.find((e) => e.id === r), { data: o, isLoading: ee, isError: te, refetch: ne } = a({ accountId: r }), re = i?.currency ?? o[0]?.currency ?? "USD", u = o.reduce((e, t) => e + K(t), 0), d = o.filter((e) => K(e) > 0).length, f = o.filter((e) => K(e) < 0).length, m = h(() => {
+		let e = /* @__PURE__ */ new Map();
+		for (let t of o) {
+			let n = e.get(t.assetClass) ?? [];
+			n.push(t), e.set(t.assetClass, n);
+		}
+		return Array.from(e.entries());
+	}, [o]);
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+			description: "Add an account with holdings to see unrealized gains and losses."
+		})
+	}) }) : /* @__PURE__ */ b(C, { children: [/* @__PURE__ */ b(E, {
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+			}), "Unrealized gains & losses"]
+		}), /* @__PURE__ */ y(T, { children: "Market value minus cost basis for each holding in the selected account." })] }), /* @__PURE__ */ b("div", {
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 			{
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-				trend: "After deductions"
+				label: "Unrealized P/L",
+				value: p(u, re),
+				trend: u >= 0 ? "Net gain" : "Net loss",
+				deltaTone: u >= 0 ? "positive" : "negative"
 			},
 			{
-				label: "Total Deductions",
-				value: "$28,500",
-				trend: "Across all sections"
+				label: "Holdings",
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 			},
 			{
-				label: "Effective Tax Rate",
-				value: "18.5%",
-				trend: "Below bracket avg"
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 			},
 			{
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-				trend: "Potential savings"
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+					})]
+				}, e);
+			})
+		})] })
+	})] });
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+		]
+	});
+}
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+	let a = e.status === "RESOLVED" || e.status === "DISMISSED";
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 			children: [
-				/* @__PURE__ */ f(O, {
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-							children: "Tax Actions"
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 						})
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+				/* @__PURE__ */ b(A, {
+					onClick: r,
+					children: [/* @__PURE__ */ y(_, {
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 				}),
-				/* @__PURE__ */ d(D, {
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-								icon: o,
-								title: "Maximize 80C Investments",
-								desc: "You can invest $8,000 more in ELSS funds this year",
-								color: "bg-emerald-50 border-emerald-200",
-								iconColor: "text-emerald-600",
-								action: "Invest Now"
-							},
-							{
-								icon: a,
-								title: "Tax-Loss Harvesting",
-								desc: "Potential $7,200 savings from unrealized losses in portfolio",
-								color: "bg-purple-50 border-purple-200",
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-							},
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-								color: "bg-yellow-50 border-yellow-200",
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-								action: "Schedule Payment"
-							},
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-								title: "Review Health Insurance",
-								desc: "Optimize Section 80D benefits - $22,400 still available",
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+				/* @__PURE__ */ b(A, {
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-		})]
+		})] })]
 	});
 }
 //#endregion
-export { j as TaxPage };
+export { Ne as TaxPage };
 
 //# sourceMappingURL=TaxPage.js.map