@burdenoff/microfe-brainyrich 2026.525.1 → 2026.706.1

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Files changed (66) hide show
  1. package/dist/brainyrich/BrainyRichRoot.js +55 -90
  2. package/dist/brainyrich/BrainyRichRoot.js.map +1 -1
  3. package/dist/brainyrich/BrainyRichRoutes.js +15 -35
  4. package/dist/brainyrich/BrainyRichRoutes.js.map +1 -1
  5. package/dist/brainyrich/components/ActorName.js +38 -0
  6. package/dist/brainyrich/components/ActorName.js.map +1 -0
  7. package/dist/brainyrich/components/ConfirmDialog.js +25 -0
  8. package/dist/brainyrich/components/ConfirmDialog.js.map +1 -0
  9. package/dist/brainyrich/components/LoadMore.js +24 -0
  10. package/dist/brainyrich/components/LoadMore.js.map +1 -0
  11. package/dist/brainyrich/components/index.js +5 -0
  12. package/dist/brainyrich/components/notify.js +38 -0
  13. package/dist/brainyrich/components/notify.js.map +1 -0
  14. package/dist/brainyrich/components/pickers.js +232 -0
  15. package/dist/brainyrich/components/pickers.js.map +1 -0
  16. package/dist/brainyrich/components/reuse/CommentThread.js +208 -0
  17. package/dist/brainyrich/components/reuse/CommentThread.js.map +1 -0
  18. package/dist/brainyrich/components/reuse/DocumentsPanel.js +237 -0
  19. package/dist/brainyrich/components/reuse/DocumentsPanel.js.map +1 -0
  20. package/dist/brainyrich/components/reuse/TagField.js +206 -0
  21. package/dist/brainyrich/components/reuse/TagField.js.map +1 -0
  22. package/dist/brainyrich/components/reuse/transport.js +24 -0
  23. package/dist/brainyrich/components/reuse/transport.js.map +1 -0
  24. package/dist/brainyrich/hooks/useBrainyRichApi.js +815 -0
  25. package/dist/brainyrich/hooks/useBrainyRichApi.js.map +1 -0
  26. package/dist/brainyrich/index.js +0 -1
  27. package/dist/brainyrich/pages/AccountsPage.js +743 -160
  28. package/dist/brainyrich/pages/AccountsPage.js.map +1 -1
  29. package/dist/brainyrich/pages/AiAssistantPage.js +556 -363
  30. package/dist/brainyrich/pages/AiAssistantPage.js.map +1 -1
  31. package/dist/brainyrich/pages/AnalyticsPage.js +601 -268
  32. package/dist/brainyrich/pages/AnalyticsPage.js.map +1 -1
  33. package/dist/brainyrich/pages/DashboardPage.js +375 -231
  34. package/dist/brainyrich/pages/DashboardPage.js.map +1 -1
  35. package/dist/brainyrich/pages/FamilyPage.js +599 -337
  36. package/dist/brainyrich/pages/FamilyPage.js.map +1 -1
  37. package/dist/brainyrich/pages/GoalsPage.js +810 -141
  38. package/dist/brainyrich/pages/GoalsPage.js.map +1 -1
  39. package/dist/brainyrich/pages/InvestmentsPage.js +410 -311
  40. package/dist/brainyrich/pages/InvestmentsPage.js.map +1 -1
  41. package/dist/brainyrich/pages/PortfoliosPage.js +867 -156
  42. package/dist/brainyrich/pages/PortfoliosPage.js.map +1 -1
  43. package/dist/brainyrich/pages/ReportsPage.js +421 -251
  44. package/dist/brainyrich/pages/ReportsPage.js.map +1 -1
  45. package/dist/brainyrich/pages/RiskPage.js +557 -194
  46. package/dist/brainyrich/pages/RiskPage.js.map +1 -1
  47. package/dist/brainyrich/pages/TaxPage.js +655 -221
  48. package/dist/brainyrich/pages/TaxPage.js.map +1 -1
  49. package/dist/brainyrich/pages/_shared.js +222 -41
  50. package/dist/brainyrich/pages/_shared.js.map +1 -1
  51. package/dist/index.js +2 -3
  52. package/dist/node_modules/sonner/dist/index.js +163 -0
  53. package/dist/node_modules/sonner/dist/index.js.map +1 -0
  54. package/package.json +3 -2
  55. package/dist/brainyrich/pages/AdvisorsPage.js +0 -375
  56. package/dist/brainyrich/pages/AdvisorsPage.js.map +0 -1
  57. package/dist/brainyrich/pages/AssistantPage.js +0 -332
  58. package/dist/brainyrich/pages/AssistantPage.js.map +0 -1
  59. package/dist/brainyrich/pages/EstatePage.js +0 -269
  60. package/dist/brainyrich/pages/EstatePage.js.map +0 -1
  61. package/dist/brainyrich/pages/InsurancePage.js +0 -181
  62. package/dist/brainyrich/pages/InsurancePage.js.map +0 -1
  63. package/dist/brainyrich/pages/MarketplacePage.js +0 -450
  64. package/dist/brainyrich/pages/MarketplacePage.js.map +0 -1
  65. package/dist/brainyrich/store/brainyrichStore.js +0 -272
  66. package/dist/brainyrich/store/brainyrichStore.js.map +0 -1
@@ -1,272 +0,0 @@
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- import { create as e } from "zustand";
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- //#region src/brainyrich/store/brainyrichStore.ts
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- var t = e(() => ({
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- metrics: [
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- {
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- label: "Net Worth",
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- value: "$1.28M",
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- trend: "+6.2%"
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- },
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- {
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- label: "Invested Assets",
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- value: "$948K",
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- trend: "+3.9%"
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- },
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- {
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- label: "Liquidity",
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- value: "$142K",
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- trend: "+1.1%"
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- },
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- {
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- label: "Goal Completion",
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- value: "68%",
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- trend: "+7.4%"
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- }
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- ],
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- workItems: [
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- {
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- id: "w1",
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- title: "Rebalance growth portfolio for Q2 volatility",
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- status: "active",
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- owner: "Investment Desk",
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- updatedAt: "2h ago"
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- },
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- {
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- id: "w2",
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- title: "Finalize estate nominee update workflow",
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- status: "planned",
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- owner: "Wealth Operations",
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- updatedAt: "5h ago"
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- },
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- {
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- id: "w3",
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- title: "Validate tax-loss harvesting opportunities",
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- status: "at_risk",
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- owner: "Tax Advisory",
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- updatedAt: "1d ago"
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- },
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- {
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- id: "w4",
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- title: "Publish annual risk posture summary",
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- status: "completed",
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- owner: "Risk Team",
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- updatedAt: "2d ago"
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- }
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- ],
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- portfolios: [
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- {
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- id: "p1",
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- name: "Growth Portfolio",
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- value: 485e3,
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- ytdReturnPct: 12.4,
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- risk: "High"
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- },
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- {
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- id: "p2",
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- name: "Balanced Income",
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- value: 322e3,
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- ytdReturnPct: 8.1,
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- risk: "Moderate"
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- },
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- {
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- id: "p3",
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- name: "Capital Preservation",
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- value: 141e3,
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- ytdReturnPct: 5.2,
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- risk: "Low"
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- }
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- ],
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- holdings: [
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- {
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- symbol: "AAPL",
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- name: "Apple Inc.",
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- sector: "Technology",
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- marketValue: 74250,
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- changePct: 2.3
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- },
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- {
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- symbol: "MSFT",
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- name: "Microsoft Corp.",
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- sector: "Technology",
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- marketValue: 68510,
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- changePct: 1.1
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- },
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- {
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- symbol: "VTI",
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- name: "Vanguard Total Market ETF",
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- sector: "Index",
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- marketValue: 113400,
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- changePct: .6
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- },
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- {
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- symbol: "HDFC",
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- name: "HDFC Bank",
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- sector: "Financial",
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- marketValue: 42900,
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- changePct: -.8
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- }
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- ],
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- goals: [
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- {
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- id: "g1",
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- title: "Retirement Corpus",
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- targetAmount: 25e5,
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- currentAmount: 154e4,
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- deadline: "2035-12-31"
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- },
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- {
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- id: "g2",
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- title: "Child Education Fund",
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- targetAmount: 8e5,
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- currentAmount: 364e3,
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- deadline: "2030-06-30"
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- },
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- {
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- id: "g3",
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- title: "Second Home Downpayment",
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- targetAmount: 45e4,
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- currentAmount: 198e3,
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- deadline: "2028-03-31"
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- }
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- ],
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- accounts: [
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- {
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- id: "a1",
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- institution: "HDFC Securities",
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- type: "Brokerage",
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- balance: 526300,
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- status: "Connected"
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- },
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- {
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- id: "a2",
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- institution: "ICICI Bank",
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- type: "Savings",
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- balance: 94200,
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- status: "Connected"
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- },
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- {
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- id: "a3",
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- institution: "EPF Trust",
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- type: "Retirement",
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- balance: 317500,
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- status: "Sync Needed"
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- }
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- ],
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- policies: [{
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- id: "i1",
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- name: "Term Life 2Cr",
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- provider: "HDFC Life",
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- coverage: 2e7,
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- annualPremium: 18200
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- }, {
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- id: "i2",
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- name: "Family Health Floater",
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- provider: "Star Health",
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- coverage: 15e5,
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- annualPremium: 26300
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- }],
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- taxDocs: [
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- {
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- id: "t1",
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- name: "Form 16 - FY 24-25",
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- taxYear: "2024-25",
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- status: "Uploaded"
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- },
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- {
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- id: "t2",
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- name: "Capital Gains Statement",
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- taxYear: "2024-25",
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- status: "Uploaded"
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- },
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- {
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- id: "t3",
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- name: "Rental Income Proof",
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- taxYear: "2024-25",
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- status: "Pending"
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- }
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- ],
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- advisors: [
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- {
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- id: "d1",
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- name: "Riya Narayanan",
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- specialization: "Retirement Planning",
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- rating: 4.8
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- },
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- {
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- id: "d2",
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- name: "Arjun Mehta",
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- specialization: "Tax Optimization",
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- rating: 4.7
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- },
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- {
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- id: "d3",
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- name: "Naina Kapoor",
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- specialization: "Estate Planning",
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- rating: 4.9
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- }
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- ],
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- marketplace: [
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- {
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- id: "m1",
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- name: "Aggressive SIP Pack",
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- category: "Mutual Funds",
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- price: "Starts $300/mo"
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- },
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- {
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- id: "m2",
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- name: "Retirement Readiness Bundle",
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- category: "Advisory",
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- price: "$899 annual"
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- },
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- {
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- id: "m3",
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- name: "Tax Filing Concierge",
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- category: "Tax",
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- price: "$149 per filing"
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- }
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- ],
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- risks: [
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- {
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- id: "r1",
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- title: "Equity concentration above policy band",
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- severity: "High",
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- description: "Technology exposure exceeded 34% threshold."
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- },
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- {
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- id: "r2",
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- title: "Insurance under-coverage for dependents",
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- severity: "Medium",
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- description: "Life cover recommended to increase by 25%."
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- },
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- {
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- id: "r3",
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- title: "Emergency corpus runway",
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- severity: "Low",
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- description: "Current liquid reserve covers 5.6 months."
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- }
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- ],
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- reports: [
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- {
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- id: "rp1",
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- title: "Monthly Wealth Snapshot",
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- period: "May 2026",
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- generatedAt: "2026-06-01"
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- },
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- {
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- id: "rp2",
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- title: "Tax Planning Projection",
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- period: "FY 2026-27",
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- generatedAt: "2026-05-20"
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- },
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- {
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- id: "rp3",
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- title: "Family Goal Progress",
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- period: "Q2 2026",
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- generatedAt: "2026-05-15"
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- }
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- ]
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- }));
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- //#endregion
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- export { t as useBrainyRichStore };
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-
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- //# sourceMappingURL=brainyrichStore.js.map
@@ -1 +0,0 @@
1
- {"version":3,"file":"brainyrichStore.js","names":[],"sources":["../../../src/brainyrich/store/brainyrichStore.ts"],"sourcesContent":["import { create } from 'zustand';\nimport type {\n Advisor,\n FinancialGoal,\n Holding,\n InsurancePolicy,\n LinkedAccount,\n MarketplaceItem,\n OverviewMetric,\n Portfolio,\n ReportItem,\n RiskAlert,\n TaxDocument,\n WorkItem,\n} from '../types';\n\ninterface BrainyRichState {\n metrics: OverviewMetric[];\n workItems: WorkItem[];\n portfolios: Portfolio[];\n holdings: Holding[];\n goals: FinancialGoal[];\n accounts: LinkedAccount[];\n policies: InsurancePolicy[];\n taxDocs: TaxDocument[];\n advisors: Advisor[];\n marketplace: MarketplaceItem[];\n risks: RiskAlert[];\n reports: ReportItem[];\n}\n\nexport const useBrainyRichStore = create<BrainyRichState>(() => ({\n metrics: [\n { label: 'Net Worth', value: '$1.28M', trend: '+6.2%' },\n { label: 'Invested Assets', value: '$948K', trend: '+3.9%' },\n { label: 'Liquidity', value: '$142K', trend: '+1.1%' },\n { label: 'Goal Completion', value: '68%', trend: '+7.4%' },\n ],\n workItems: [\n {\n id: 'w1',\n title: 'Rebalance growth portfolio for Q2 volatility',\n status: 'active',\n owner: 'Investment Desk',\n updatedAt: '2h ago',\n },\n {\n id: 'w2',\n title: 'Finalize estate nominee update workflow',\n status: 'planned',\n owner: 'Wealth Operations',\n updatedAt: '5h ago',\n },\n {\n id: 'w3',\n title: 'Validate tax-loss harvesting opportunities',\n status: 'at_risk',\n owner: 'Tax Advisory',\n updatedAt: '1d ago',\n },\n {\n id: 'w4',\n title: 'Publish annual risk posture summary',\n status: 'completed',\n owner: 'Risk Team',\n updatedAt: '2d ago',\n },\n ],\n portfolios: [\n { id: 'p1', name: 'Growth Portfolio', value: 485000, ytdReturnPct: 12.4, risk: 'High' },\n { id: 'p2', name: 'Balanced Income', value: 322000, ytdReturnPct: 8.1, risk: 'Moderate' },\n { id: 'p3', name: 'Capital Preservation', value: 141000, ytdReturnPct: 5.2, risk: 'Low' },\n ],\n holdings: [\n {\n symbol: 'AAPL',\n name: 'Apple Inc.',\n sector: 'Technology',\n marketValue: 74250,\n changePct: 2.3,\n },\n {\n symbol: 'MSFT',\n name: 'Microsoft Corp.',\n sector: 'Technology',\n marketValue: 68510,\n changePct: 1.1,\n },\n {\n symbol: 'VTI',\n name: 'Vanguard Total Market ETF',\n sector: 'Index',\n marketValue: 113400,\n changePct: 0.6,\n },\n { symbol: 'HDFC', name: 'HDFC Bank', sector: 'Financial', marketValue: 42900, changePct: -0.8 },\n ],\n goals: [\n {\n id: 'g1',\n title: 'Retirement Corpus',\n targetAmount: 2500000,\n currentAmount: 1540000,\n deadline: '2035-12-31',\n },\n {\n id: 'g2',\n title: 'Child Education Fund',\n targetAmount: 800000,\n currentAmount: 364000,\n deadline: '2030-06-30',\n },\n {\n id: 'g3',\n title: 'Second Home Downpayment',\n targetAmount: 450000,\n currentAmount: 198000,\n deadline: '2028-03-31',\n },\n ],\n accounts: [\n {\n id: 'a1',\n institution: 'HDFC Securities',\n type: 'Brokerage',\n balance: 526300,\n status: 'Connected',\n },\n { id: 'a2', institution: 'ICICI Bank', type: 'Savings', balance: 94200, status: 'Connected' },\n {\n id: 'a3',\n institution: 'EPF Trust',\n type: 'Retirement',\n balance: 317500,\n status: 'Sync Needed',\n },\n ],\n policies: [\n {\n id: 'i1',\n name: 'Term Life 2Cr',\n provider: 'HDFC Life',\n coverage: 20000000,\n annualPremium: 18200,\n },\n {\n id: 'i2',\n name: 'Family Health Floater',\n provider: 'Star Health',\n coverage: 1500000,\n annualPremium: 26300,\n },\n ],\n taxDocs: [\n { id: 't1', name: 'Form 16 - FY 24-25', taxYear: '2024-25', status: 'Uploaded' },\n { id: 't2', name: 'Capital Gains Statement', taxYear: '2024-25', status: 'Uploaded' },\n { id: 't3', name: 'Rental Income Proof', taxYear: '2024-25', status: 'Pending' },\n ],\n advisors: [\n { id: 'd1', name: 'Riya Narayanan', specialization: 'Retirement Planning', rating: 4.8 },\n { id: 'd2', name: 'Arjun Mehta', specialization: 'Tax Optimization', rating: 4.7 },\n { id: 'd3', name: 'Naina Kapoor', specialization: 'Estate Planning', rating: 4.9 },\n ],\n marketplace: [\n { id: 'm1', name: 'Aggressive SIP Pack', category: 'Mutual Funds', price: 'Starts $300/mo' },\n { id: 'm2', name: 'Retirement Readiness Bundle', category: 'Advisory', price: '$899 annual' },\n { id: 'm3', name: 'Tax Filing Concierge', category: 'Tax', price: '$149 per filing' },\n ],\n risks: [\n {\n id: 'r1',\n title: 'Equity concentration above policy band',\n severity: 'High',\n description: 'Technology exposure exceeded 34% threshold.',\n },\n {\n id: 'r2',\n title: 'Insurance under-coverage for dependents',\n severity: 'Medium',\n description: 'Life cover recommended to increase by 25%.',\n },\n {\n id: 'r3',\n title: 'Emergency corpus runway',\n severity: 'Low',\n description: 'Current liquid reserve covers 5.6 months.',\n },\n ],\n reports: [\n { id: 'rp1', title: 'Monthly Wealth Snapshot', period: 'May 2026', generatedAt: '2026-06-01' },\n {\n id: 'rp2',\n title: 'Tax Planning Projection',\n period: 'FY 2026-27',\n generatedAt: '2026-05-20',\n },\n { id: 'rp3', title: 'Family Goal Progress', period: 'Q2 2026', generatedAt: '2026-05-15' },\n ],\n}));\n"],"mappings":";;AA+BA,IAAa,IAAqB,SAA+B;CAC/D,SAAS;EACP;GAAE,OAAO;GAAa,OAAO;GAAU,OAAO;GAAS;EACvD;GAAE,OAAO;GAAmB,OAAO;GAAS,OAAO;GAAS;EAC5D;GAAE,OAAO;GAAa,OAAO;GAAS,OAAO;GAAS;EACtD;GAAE,OAAO;GAAmB,OAAO;GAAO,OAAO;GAAS;EAC3D;CACD,WAAW;EACT;GACE,IAAI;GACJ,OAAO;GACP,QAAQ;GACR,OAAO;GACP,WAAW;GACZ;EACD;GACE,IAAI;GACJ,OAAO;GACP,QAAQ;GACR,OAAO;GACP,WAAW;GACZ;EACD;GACE,IAAI;GACJ,OAAO;GACP,QAAQ;GACR,OAAO;GACP,WAAW;GACZ;EACD;GACE,IAAI;GACJ,OAAO;GACP,QAAQ;GACR,OAAO;GACP,WAAW;GACZ;EACF;CACD,YAAY;EACV;GAAE,IAAI;GAAM,MAAM;GAAoB,OAAO;GAAQ,cAAc;GAAM,MAAM;GAAQ;EACvF;GAAE,IAAI;GAAM,MAAM;GAAmB,OAAO;GAAQ,cAAc;GAAK,MAAM;GAAY;EACzF;GAAE,IAAI;GAAM,MAAM;GAAwB,OAAO;GAAQ,cAAc;GAAK,MAAM;GAAO;EAC1F;CACD,UAAU;EACR;GACE,QAAQ;GACR,MAAM;GACN,QAAQ;GACR,aAAa;GACb,WAAW;GACZ;EACD;GACE,QAAQ;GACR,MAAM;GACN,QAAQ;GACR,aAAa;GACb,WAAW;GACZ;EACD;GACE,QAAQ;GACR,MAAM;GACN,QAAQ;GACR,aAAa;GACb,WAAW;GACZ;EACD;GAAE,QAAQ;GAAQ,MAAM;GAAa,QAAQ;GAAa,aAAa;GAAO,WAAW;GAAM;EAChG;CACD,OAAO;EACL;GACE,IAAI;GACJ,OAAO;GACP,cAAc;GACd,eAAe;GACf,UAAU;GACX;EACD;GACE,IAAI;GACJ,OAAO;GACP,cAAc;GACd,eAAe;GACf,UAAU;GACX;EACD;GACE,IAAI;GACJ,OAAO;GACP,cAAc;GACd,eAAe;GACf,UAAU;GACX;EACF;CACD,UAAU;EACR;GACE,IAAI;GACJ,aAAa;GACb,MAAM;GACN,SAAS;GACT,QAAQ;GACT;EACD;GAAE,IAAI;GAAM,aAAa;GAAc,MAAM;GAAW,SAAS;GAAO,QAAQ;GAAa;EAC7F;GACE,IAAI;GACJ,aAAa;GACb,MAAM;GACN,SAAS;GACT,QAAQ;GACT;EACF;CACD,UAAU,CACR;EACE,IAAI;EACJ,MAAM;EACN,UAAU;EACV,UAAU;EACV,eAAe;EAChB,EACD;EACE,IAAI;EACJ,MAAM;EACN,UAAU;EACV,UAAU;EACV,eAAe;EAChB,CACF;CACD,SAAS;EACP;GAAE,IAAI;GAAM,MAAM;GAAsB,SAAS;GAAW,QAAQ;GAAY;EAChF;GAAE,IAAI;GAAM,MAAM;GAA2B,SAAS;GAAW,QAAQ;GAAY;EACrF;GAAE,IAAI;GAAM,MAAM;GAAuB,SAAS;GAAW,QAAQ;GAAW;EACjF;CACD,UAAU;EACR;GAAE,IAAI;GAAM,MAAM;GAAkB,gBAAgB;GAAuB,QAAQ;GAAK;EACxF;GAAE,IAAI;GAAM,MAAM;GAAe,gBAAgB;GAAoB,QAAQ;GAAK;EAClF;GAAE,IAAI;GAAM,MAAM;GAAgB,gBAAgB;GAAmB,QAAQ;GAAK;EACnF;CACD,aAAa;EACX;GAAE,IAAI;GAAM,MAAM;GAAuB,UAAU;GAAgB,OAAO;GAAkB;EAC5F;GAAE,IAAI;GAAM,MAAM;GAA+B,UAAU;GAAY,OAAO;GAAe;EAC7F;GAAE,IAAI;GAAM,MAAM;GAAwB,UAAU;GAAO,OAAO;GAAmB;EACtF;CACD,OAAO;EACL;GACE,IAAI;GACJ,OAAO;GACP,UAAU;GACV,aAAa;GACd;EACD;GACE,IAAI;GACJ,OAAO;GACP,UAAU;GACV,aAAa;GACd;EACD;GACE,IAAI;GACJ,OAAO;GACP,UAAU;GACV,aAAa;GACd;EACF;CACD,SAAS;EACP;GAAE,IAAI;GAAO,OAAO;GAA2B,QAAQ;GAAY,aAAa;GAAc;EAC9F;GACE,IAAI;GACJ,OAAO;GACP,QAAQ;GACR,aAAa;GACd;EACD;GAAE,IAAI;GAAO,OAAO;GAAwB,QAAQ;GAAW,aAAa;GAAc;EAC3F;CACF,EAAE"}