@burdenoff/microfe-brainyrich 2026.705.1 → 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 +13 -13
- 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 +644 -372
- package/dist/brainyrich/hooks/useBrainyRichApi.js.map +1 -1
- package/dist/brainyrich/pages/AccountsPage.js +346 -293
- package/dist/brainyrich/pages/AccountsPage.js.map +1 -1
- package/dist/brainyrich/pages/AiAssistantPage.js +339 -320
- package/dist/brainyrich/pages/AiAssistantPage.js.map +1 -1
- package/dist/brainyrich/pages/AnalyticsPage.js +178 -164
- package/dist/brainyrich/pages/AnalyticsPage.js.map +1 -1
- package/dist/brainyrich/pages/DashboardPage.js +195 -169
- package/dist/brainyrich/pages/DashboardPage.js.map +1 -1
- package/dist/brainyrich/pages/FamilyPage.js +247 -198
- package/dist/brainyrich/pages/FamilyPage.js.map +1 -1
- package/dist/brainyrich/pages/GoalsPage.js +478 -442
- package/dist/brainyrich/pages/GoalsPage.js.map +1 -1
- package/dist/brainyrich/pages/InvestmentsPage.js.map +1 -1
- package/dist/brainyrich/pages/PortfoliosPage.js +438 -396
- package/dist/brainyrich/pages/PortfoliosPage.js.map +1 -1
- package/dist/brainyrich/pages/ReportsPage.js +246 -213
- package/dist/brainyrich/pages/ReportsPage.js.map +1 -1
- package/dist/brainyrich/pages/RiskPage.js +321 -173
- package/dist/brainyrich/pages/RiskPage.js.map +1 -1
- package/dist/brainyrich/pages/TaxPage.js +258 -225
- package/dist/brainyrich/pages/TaxPage.js.map +1 -1
- package/dist/brainyrich/pages/_shared.js.map +1 -1
- 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
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import { tWithFallback as e } from "../utils/i18n.js";
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import { useAccounts as t, useArchiveHousehold as n, useCreateHousehold as r, useGoals as i, useHousehold as a,
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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 {
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import { useAccounts as t, useArchiveHousehold as n, useCreateHousehold as r, useGoals as i, useHousehold as a, usePagedHouseholds as o, usePortfolios as s, useUpdateHousehold as c } from "../hooks/useBrainyRichApi.js";
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import { LoadMore as l } from "../components/LoadMore.js";
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import { ConfirmDialog as u } from "../components/ConfirmDialog.js";
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import { ActorName as d } from "../components/ActorName.js";
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import "../components/index.js";
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import { EmptyState as f, ErrorState as p, KpiGrid as m, LoadingState as h, SectionShell as g, formatDate as _, formatMoney as v, statusBadgeVariant as ee } from "./_shared.js";
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import { DocumentsPanel as y } from "../components/reuse/DocumentsPanel.js";
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import { TagField as b } from "../components/reuse/TagField.js";
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import { CommentThread as x } from "../components/reuse/CommentThread.js";
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import { useMemo as S, useState as C } from "react";
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import { Archive as te, Briefcase as w, Eye as ne, Mail as re, MoreHorizontal as ie, Pencil as T, Target as E, Users as D, Wallet as O } from "lucide-react";
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import { useI18n as ae } from "@burdenoff/fe-libs/shared/providers/shell/I18nProvider";
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import { jsx as k, jsxs as A } from "react/jsx-runtime";
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import { Badge as j, Button as M, Card as oe, CardContent as se, Dialog as N, DialogClose as P, DialogContent as F, DialogDescription as I, DialogFooter as L, DialogHeader as R, DialogTitle as z, DropdownMenu as ce, DropdownMenuContent as le, DropdownMenuItem as B, DropdownMenuSeparator as ue, DropdownMenuTrigger as de, Input as V, Label as H, Select as U, SelectContent as W, SelectItem as G, SelectTrigger as K, SelectValue as q, Sheet as J, SheetContent as Y, SheetDescription as fe, SheetHeader as pe, SheetTitle as me, Table as he, TableBody as ge, TableCell as X, TableHead as Z, TableHeader as _e, TableRow as ve, Textarea as ye } from "@burdenoff/fe-libs/ui";
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//#region src/brainyrich/pages/FamilyPage.tsx
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var
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var be = [
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"PROSPECT",
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"ONBOARDING",
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"ACTIVE",
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"INACTIVE"
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],
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], xe = [
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"CONSERVATIVE",
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"MODERATE",
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"BALANCED",
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"GROWTH",
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"AGGRESSIVE"
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],
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], Se = [
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"USD",
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"EUR",
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"GBP",
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"INR",
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"AED",
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"SGD"
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],
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], Ce = {
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name: "",
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status: "PROSPECT",
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riskProfile: "BALANCED",
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notes: "",
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tags: ""
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};
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function
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function we(e) {
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return e.split(",").map((e) => e.trim()).filter(Boolean);
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}
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function
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let { t } =
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function Te() {
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let { t } = ae(), i = (n, r, i) => e(t, n, r, i), { items: a, hasMore: s, loadMore: d, isLoading: _, isFetchingNextPage: y, isError: b, refetch: x } = o(), w = r(), E = c(), O = n(), [N, P] = C(!1), [F, I] = C(null), [L, R] = C(Ce), [z, V] = C(void 0), [H, U] = C(null), W = (e, t) => R((n) => ({
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...n,
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[e]: t
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})), G = () => {
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I(null), R(Ce), P(!0);
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}, K = (e) => {
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I(e), R({
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name: e.name,
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status: e.status,
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riskProfile: e.riskProfile,
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primaryContactEmail: e.primaryContactEmail ?? "",
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notes: e.notes ?? "",
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tags: e.tags.join(", ")
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}),
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},
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}), P(!0);
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}, q = S(() => ({
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total: a.length,
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active: a.filter((e) => e.status === "ACTIVE").length,
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pipeline: a.filter((e) => e.status === "PROSPECT" || e.status === "ONBOARDING").length,
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aum: a.reduce((e, t) => e + (Number.isFinite(t.aum) ? t.aum : 0), 0),
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currency: a[0]?.currency ?? "USD"
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}), [a]),
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return /* @__PURE__ */
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}), [a]), J = w.isPending || E.isPending, Y = L.name.trim().length > 0 && !J;
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return /* @__PURE__ */ A(g, {
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title: i("brainyrich.households.title", "Households"),
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description: i("brainyrich.households.description", "Client households and family units under advisement"),
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badges: a.length ? [i("brainyrich.households.count", "{count} households", { count: a.length })] : [],
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actionLabel: i("brainyrich.households.new", "New household"),
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onAction:
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onAction: G,
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children: [
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/* @__PURE__ */ k(m, { items: [
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{
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label: i("brainyrich.households.kpi.total", "Households"),
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value: String(
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value: String(q.total)
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{
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label: i("brainyrich.households.kpi.active", "Active"),
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value: String(
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value: String(q.active)
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{
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label: i("brainyrich.households.kpi.pipeline", "In pipeline"),
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value: String(
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value: String(q.pipeline),
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trend: i("brainyrich.households.kpi.pipelineHint", "Prospect + onboarding")
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},
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{
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label: i("brainyrich.households.kpi.aum", "Total AUM"),
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value:
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value: v(q.aum, q.currency)
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}
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] }),
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_ ? /* @__PURE__ */ k(h, { rows: 5 }) : b ? /* @__PURE__ */ k(p, {
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title: i("brainyrich.households.error.title", "Could not load households"),
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onRetry: () =>
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}) : a.length === 0 ? /* @__PURE__ */
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icon: /* @__PURE__ */
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onRetry: () => x()
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}) : a.length === 0 ? /* @__PURE__ */ k(f, {
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icon: /* @__PURE__ */ k(D, {
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className: "size-6",
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"aria-hidden": "true"
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}),
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title: i("brainyrich.households.empty.title", "No households yet"),
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description: i("brainyrich.households.empty.description", "Create your first client household to start organizing accounts, portfolios and goals."),
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action: /* @__PURE__ */
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action: /* @__PURE__ */ k(M, {
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size: "sm",
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onClick:
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onClick: G,
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children: i("brainyrich.households.new", "New household")
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})
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}) : /* @__PURE__ */
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}) : /* @__PURE__ */ k(oe, { children: /* @__PURE__ */ k(se, {
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className: "p-0",
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children: /* @__PURE__ */ k("div", {
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children: /* @__PURE__ */ A(he, { children: [/* @__PURE__ */ k(_e, { children: /* @__PURE__ */ A(ve, { children: [
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/* @__PURE__ */ k(Z, { children: i("brainyrich.households.col.name", "Household") }),
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/* @__PURE__ */ k(Z, { children: i("brainyrich.households.col.status", "Status") }),
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/* @__PURE__ */ k(Z, { children: i("brainyrich.households.col.risk", "Risk profile") }),
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/* @__PURE__ */ k(Z, { children: i("brainyrich.households.col.contact", "Primary contact") }),
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/* @__PURE__ */ k(Z, {
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className: "text-right",
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children: i("brainyrich.households.col.aum", "AUM")
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}),
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className: "w-12 text-right",
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children: /* @__PURE__ */ k("span", {
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className: "sr-only",
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children: i("brainyrich.households.col.actions", "Actions")
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})
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] }) }), /* @__PURE__ */
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/* @__PURE__ */ A(X, { children: [/* @__PURE__ */ k("button", {
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onClick: () =>
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className: "mt-1 flex flex-wrap gap-1",
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"aria-hidden": "true"
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}) : /* @__PURE__ */ k("span", {
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className: "text-right font-medium text-text-primary",
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//#endregion
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