@burdenoff/microfe-brainyrich 2026.525.1 → 2026.706.1
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/dist/brainyrich/BrainyRichRoot.js +55 -90
- package/dist/brainyrich/BrainyRichRoot.js.map +1 -1
- package/dist/brainyrich/BrainyRichRoutes.js +15 -35
- package/dist/brainyrich/BrainyRichRoutes.js.map +1 -1
- package/dist/brainyrich/components/ActorName.js +38 -0
- package/dist/brainyrich/components/ActorName.js.map +1 -0
- package/dist/brainyrich/components/ConfirmDialog.js +25 -0
- package/dist/brainyrich/components/ConfirmDialog.js.map +1 -0
- package/dist/brainyrich/components/LoadMore.js +24 -0
- package/dist/brainyrich/components/LoadMore.js.map +1 -0
- package/dist/brainyrich/components/index.js +5 -0
- package/dist/brainyrich/components/notify.js +38 -0
- package/dist/brainyrich/components/notify.js.map +1 -0
- package/dist/brainyrich/components/pickers.js +232 -0
- package/dist/brainyrich/components/pickers.js.map +1 -0
- package/dist/brainyrich/components/reuse/CommentThread.js +208 -0
- package/dist/brainyrich/components/reuse/CommentThread.js.map +1 -0
- package/dist/brainyrich/components/reuse/DocumentsPanel.js +237 -0
- package/dist/brainyrich/components/reuse/DocumentsPanel.js.map +1 -0
- package/dist/brainyrich/components/reuse/TagField.js +206 -0
- package/dist/brainyrich/components/reuse/TagField.js.map +1 -0
- package/dist/brainyrich/components/reuse/transport.js +24 -0
- package/dist/brainyrich/components/reuse/transport.js.map +1 -0
- package/dist/brainyrich/hooks/useBrainyRichApi.js +815 -0
- package/dist/brainyrich/hooks/useBrainyRichApi.js.map +1 -0
- package/dist/brainyrich/index.js +0 -1
- package/dist/brainyrich/pages/AccountsPage.js +743 -160
- package/dist/brainyrich/pages/AccountsPage.js.map +1 -1
- package/dist/brainyrich/pages/AiAssistantPage.js +556 -363
- package/dist/brainyrich/pages/AiAssistantPage.js.map +1 -1
- package/dist/brainyrich/pages/AnalyticsPage.js +601 -268
- package/dist/brainyrich/pages/AnalyticsPage.js.map +1 -1
- package/dist/brainyrich/pages/DashboardPage.js +375 -231
- package/dist/brainyrich/pages/DashboardPage.js.map +1 -1
- package/dist/brainyrich/pages/FamilyPage.js +599 -337
- package/dist/brainyrich/pages/FamilyPage.js.map +1 -1
- package/dist/brainyrich/pages/GoalsPage.js +810 -141
- package/dist/brainyrich/pages/GoalsPage.js.map +1 -1
- package/dist/brainyrich/pages/InvestmentsPage.js +410 -311
- package/dist/brainyrich/pages/InvestmentsPage.js.map +1 -1
- package/dist/brainyrich/pages/PortfoliosPage.js +867 -156
- package/dist/brainyrich/pages/PortfoliosPage.js.map +1 -1
- package/dist/brainyrich/pages/ReportsPage.js +421 -251
- package/dist/brainyrich/pages/ReportsPage.js.map +1 -1
- package/dist/brainyrich/pages/RiskPage.js +557 -194
- package/dist/brainyrich/pages/RiskPage.js.map +1 -1
- package/dist/brainyrich/pages/TaxPage.js +655 -221
- package/dist/brainyrich/pages/TaxPage.js.map +1 -1
- package/dist/brainyrich/pages/_shared.js +222 -41
- package/dist/brainyrich/pages/_shared.js.map +1 -1
- package/dist/index.js +2 -3
- package/dist/node_modules/sonner/dist/index.js +163 -0
- package/dist/node_modules/sonner/dist/index.js.map +1 -0
- package/package.json +3 -2
- package/dist/brainyrich/pages/AdvisorsPage.js +0 -375
- package/dist/brainyrich/pages/AdvisorsPage.js.map +0 -1
- package/dist/brainyrich/pages/AssistantPage.js +0 -332
- package/dist/brainyrich/pages/AssistantPage.js.map +0 -1
- package/dist/brainyrich/pages/EstatePage.js +0 -269
- package/dist/brainyrich/pages/EstatePage.js.map +0 -1
- package/dist/brainyrich/pages/InsurancePage.js +0 -181
- package/dist/brainyrich/pages/InsurancePage.js.map +0 -1
- package/dist/brainyrich/pages/MarketplacePage.js +0 -450
- package/dist/brainyrich/pages/MarketplacePage.js.map +0 -1
- package/dist/brainyrich/store/brainyrichStore.js +0 -272
- package/dist/brainyrich/store/brainyrichStore.js.map +0 -1
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import {
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import {
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import {
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import {
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import {
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import { useAccount as e, useAllAccounts as t, useArchiveAccount as n, useCreateAccount as r, usePagedAccounts as i, usePagedTransactions as a, useRecordTransaction as ee, useUpdateAccount as te } from "../hooks/useBrainyRichApi.js";
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import { LoadMore as o } from "../components/LoadMore.js";
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import { ConfirmDialog as ne } from "../components/ConfirmDialog.js";
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import { ActorName as s } from "../components/ActorName.js";
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import { HouseholdPicker as c } from "../components/pickers.js";
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import "../components/index.js";
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import { EmptyState as l, ErrorState as u, KpiGrid as d, LoadingState as f, SectionShell as re, formatDate as p, formatMoney as m, statusBadgeVariant as ie } from "./_shared.js";
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import { DocumentsPanel as h } from "../components/reuse/DocumentsPanel.js";
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import { useState as g } from "react";
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import { Archive as ae, ArrowDownRight as _, ArrowUpRight as v, Landmark as oe, MoreHorizontal as se, Pencil as ce, Plus as y, Receipt as b } from "lucide-react";
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import { jsx as x, jsxs as S } from "react/jsx-runtime";
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import { Badge as C, Button as w, Card as le, CardContent as ue, CardDescription as de, CardHeader as fe, CardTitle as pe, Dialog as T, DialogClose as me, DialogContent as E, DialogDescription as D, DialogFooter as O, DialogHeader as k, DialogTitle as A, DropdownMenu as he, DropdownMenuContent as ge, DropdownMenuItem as j, DropdownMenuTrigger as _e, Input as M, Label as N, Select as P, SelectContent as F, SelectItem as I, SelectTrigger as ve, SelectValue as ye, Sheet as L, SheetContent as R, SheetDescription as z, SheetHeader as B, SheetTitle as V, Table as be, TableBody as xe, TableCell as H, TableHead as U, TableHeader as Se, TableRow as Ce, Textarea as we } from "@burdenoff/fe-libs/ui";
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//#region src/brainyrich/pages/AccountsPage.tsx
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var Te = [
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"BANK",
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"BROKERAGE",
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"RETIREMENT",
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"CASH",
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"CRYPTO",
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"REAL_ESTATE",
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"ALTERNATIVE",
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"LIABILITY"
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], Ee = [
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"BUY",
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"SELL",
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"DIVIDEND",
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"INTEREST",
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"DEPOSIT",
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"WITHDRAWAL",
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"FEE",
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"TRANSFER"
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];
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function W(e) {
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return e === "DEPOSIT" || e === "DIVIDEND" || e === "INTEREST" || e === "SELL" || e === "TRANSFER";
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}
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function G(e) {
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if (e.trim() === "") return;
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let t = Number(e);
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return Number.isFinite(t) ? t : void 0;
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}
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var K = {
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name: "",
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type: "BANK",
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institution: "",
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currency: "USD",
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cashBalance: "",
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accountMask: "",
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householdId: null
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}, De = {
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type: "DEPOSIT",
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tradeDate: "",
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symbol: "",
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quantity: "",
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price: "",
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amount: "",
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fee: "",
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notes: ""
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};
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function q() {
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let e = t().data, a = i(), [s, c] = g(void 0), [p, h] = g(!1), [_, v] = g(K), [b, L] = g(null), [R, z] = g(K), [B, V] = g(null), [Te, W] = g(!1), [q, J] = g(De), Y = r(), X = te(), Ae = n(), Z = ee(), je = e.reduce((e, t) => e + (t.cashBalance ?? 0), 0), Me = e.filter((e) => e.status === "ACTIVE").length, Ne = new Set(e.map((e) => e.institution).filter((e) => !!e)).size, Pe = e[0]?.currency ?? "USD";
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function Fe() {
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v(K), h(!0);
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}
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function Ie() {
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_.name.trim() && Y.mutate({
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name: _.name.trim(),
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type: _.type,
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institution: _.institution.trim() || null,
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currency: _.currency.trim() || "USD",
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cashBalance: G(_.cashBalance) ?? 0,
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accountMask: _.accountMask.trim() || null,
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householdId: _.householdId
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}, { onSuccess: () => h(!1) });
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}
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function Le(e) {
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L(e), z({
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name: e.name,
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type: e.type,
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institution: e.institution ?? "",
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currency: e.currency,
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cashBalance: String(e.cashBalance ?? ""),
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accountMask: e.accountMask ?? "",
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householdId: e.householdId
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});
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}
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function Re() {
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!b || !R.name.trim() || X.mutate({
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id: b.id,
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input: {
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name: R.name.trim(),
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type: R.type,
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institution: R.institution.trim() || null,
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currency: R.currency.trim() || "USD",
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cashBalance: G(R.cashBalance) ?? 0,
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accountMask: R.accountMask.trim() || null,
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householdId: R.householdId
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}
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}, { onSuccess: () => L(null) });
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}
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function ze() {
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if (!B) return;
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let e = B.id;
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Ae.mutate(e, { onSuccess: () => {
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V(null), s === e && c(void 0);
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} });
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}
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function Be() {
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J(De), W(!0);
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}
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let Q = G(q.amount), $ = Q !== void 0 && Q > 0, Ve = !!(s && q.tradeDate) && $;
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function He() {
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if (!s || !q.tradeDate || !$) return;
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let e = new Date(q.tradeDate);
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Number.isNaN(e.getTime()) || Z.mutate({
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accountId: s,
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type: q.type,
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tradeDate: e.toISOString(),
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symbol: q.symbol.trim() || null,
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quantity: G(q.quantity),
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price: G(q.price),
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amount: Q,
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fee: G(q.fee),
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notes: q.notes.trim() || null
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}, { onSuccess: () => W(!1) });
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}
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return /* @__PURE__ */ S(re, {
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title: "Accounts",
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description: "Linked bank, brokerage and retirement accounts with recent activity.",
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badges: [`${e.length} account${e.length === 1 ? "" : "s"}`],
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actionLabel: "New account",
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onAction: Fe,
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children: [
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/* @__PURE__ */
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/* @__PURE__ */ x(d, { items: [
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{
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label: "Total
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value:
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trend: "+2.3% this month"
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label: "Total accounts",
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value: String(e.length)
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},
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{
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label: "
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value:
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trend: "Active connections"
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label: "Total cash",
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value: m(je, Pe)
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},
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{
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label: "
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value:
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trend: "Auto-sync enabled"
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label: "Active",
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value: `${Me}/${e.length}`
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},
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{
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label: "
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value: String(
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trend: "Diversified"
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label: "Institutions",
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value: String(Ne)
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}
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] }),
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/* @__PURE__ */
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className: "flex
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children: [/* @__PURE__ */
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className: "
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}),
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children: [/* @__PURE__ */ l(c, { className: "mr-1 h-4 w-4" }), "Sync All"]
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}), /* @__PURE__ */ u(f, {
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size: "sm",
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children: [/* @__PURE__ */ l(s, { className: "mr-1 h-4 w-4" }), "Link Account"]
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})]
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})]
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}), /* @__PURE__ */ l(m, { children: /* @__PURE__ */ u(v, { children: [/* @__PURE__ */ l(S, { children: /* @__PURE__ */ u(C, { children: [
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/* @__PURE__ */ l(x, { children: "Institution" }),
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/* @__PURE__ */ l(x, { children: "Type" }),
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/* @__PURE__ */ l(x, {
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className: "text-right",
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children: "Balance"
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/* @__PURE__ */ S(le, { children: [/* @__PURE__ */ S(fe, { children: [/* @__PURE__ */ S(pe, {
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className: "flex items-center gap-2",
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children: [/* @__PURE__ */ x(oe, {
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className: "h-5 w-5",
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"aria-hidden": "true"
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}), "Linked accounts"]
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}), /* @__PURE__ */ x(de, { children: "Select an account to view holdings and transactions." })] }), /* @__PURE__ */ x(ue, { children: a.isLoading ? /* @__PURE__ */ x(f, {}) : a.isError ? /* @__PURE__ */ x(u, { onRetry: () => a.refetch() }) : a.items.length === 0 ? /* @__PURE__ */ x(l, {
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icon: /* @__PURE__ */ x(oe, {
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className: "size-6",
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"aria-hidden": "true"
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title: "No accounts yet",
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description: "Add your first bank, brokerage or retirement account to start tracking net worth.",
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action: /* @__PURE__ */ S(w, {
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size: "sm",
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onClick: Fe,
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children: [/* @__PURE__ */ x(y, {
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className: "size-4",
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"aria-hidden": "true"
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}), "New account"]
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className: "overflow-x-auto",
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children: [/* @__PURE__ */ S(be, { children: [/* @__PURE__ */ x(Se, { children: /* @__PURE__ */ S(Ce, { children: [
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738
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740
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132
743
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155
|
-
account: "EPF Trust",
|
|
156
|
-
amount: -12500,
|
|
157
|
-
date: "2026-05-28"
|
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158
|
-
}
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159
|
-
].map((e, t) => /* @__PURE__ */ u("div", {
|
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160
|
-
className: "flex items-center justify-between rounded-lg border p-3",
|
|
161
|
-
children: [/* @__PURE__ */ u("div", { children: [/* @__PURE__ */ l("p", {
|
|
162
|
-
className: "text-sm font-medium",
|
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163
|
-
children: e.desc
|
|
164
|
-
}), /* @__PURE__ */ u("p", {
|
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165
|
-
className: "text-xs text-muted-foreground",
|
|
166
|
-
children: [
|
|
167
|
-
e.account,
|
|
168
|
-
" · ",
|
|
169
|
-
e.date
|
|
170
|
-
]
|
|
171
|
-
})] }), /* @__PURE__ */ u("span", {
|
|
172
|
-
className: `text-sm font-semibold ${e.amount >= 0 ? "text-emerald-600" : "text-red-600"}`,
|
|
173
|
-
children: [e.amount >= 0 ? "+" : "", r(e.amount)]
|
|
174
744
|
})]
|
|
175
|
-
},
|
|
176
|
-
|
|
177
|
-
|
|
178
|
-
|
|
745
|
+
}),
|
|
746
|
+
/* @__PURE__ */ x("div", {
|
|
747
|
+
className: "space-y-3",
|
|
748
|
+
children: /* @__PURE__ */ x(h, {
|
|
749
|
+
entityType: "brainyrich-account",
|
|
750
|
+
entityId: i.id
|
|
751
|
+
})
|
|
752
|
+
})
|
|
753
|
+
]
|
|
754
|
+
}) : /* @__PURE__ */ x("div", {
|
|
755
|
+
className: "mt-6",
|
|
756
|
+
children: /* @__PURE__ */ x(l, {
|
|
757
|
+
title: "Account not found",
|
|
758
|
+
description: "This account is no longer available."
|
|
759
|
+
})
|
|
760
|
+
})]
|
|
761
|
+
})
|
|
179
762
|
});
|
|
180
763
|
}
|
|
181
764
|
//#endregion
|
|
182
|
-
export {
|
|
765
|
+
export { q as AccountsPage };
|
|
183
766
|
|
|
184
767
|
//# sourceMappingURL=AccountsPage.js.map
|