@burdenoff/microfe-brainyrich 2026.705.1 → 2026.706.1

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

@@ -1 +1 @@
-{"version":3,"file":"RiskPage.js","names":[],"sources":["../../../src/brainyrich/pages/RiskPage.tsx"],"sourcesContent":["import { useMemo, useState } from 'react';\nimport {\n  Badge,\n  Button,\n  Card,\n  CardContent,\n  CardDescription,\n  CardHeader,\n  CardTitle,\n  Dialog,\n  DialogClose,\n  DialogContent,\n  DialogDescription,\n  DialogFooter,\n  DialogHeader,\n  DialogTitle,\n  DropdownMenu,\n  DropdownMenuContent,\n  DropdownMenuItem,\n  DropdownMenuLabel,\n  DropdownMenuSeparator,\n  DropdownMenuTrigger,\n  Input,\n  Label,\n  Select,\n  SelectContent,\n  SelectItem,\n  SelectTrigger,\n  SelectValue,\n  Table,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableHeader,\n  TableRow,\n  Textarea,\n} from '@burdenoff/fe-libs/ui';\nimport {\n  AlertTriangle,\n  ArrowRight,\n  Check,\n  MoreHorizontal,\n  Plus,\n  Scale,\n  ShieldAlert,\n  ShieldCheck,\n  X,\n} from 'lucide-react';\nimport {\n  useRebalanceProposals,\n  usePortfolios,\n  useInsights,\n  useCreateRebalanceProposal,\n  useTransitionRebalanceProposal,\n  useAcknowledgeInsight,\n  useDismissInsight,\n  useResolveInsight,\n} from '../hooks/useBrainyRichApi';\nimport type {\n  BraPortfolio,\n  BraRebalanceProposal,\n  BraRebalanceStatus,\n  BraInsight,\n  BraInsightType,\n} from '../types/bra';\nimport {\n  SectionShell,\n  KpiGrid,\n  EmptyState,\n  LoadingState,\n  ErrorState,\n  formatPct,\n  formatDate,\n  statusBadgeVariant,\n} from './_shared';\n\n// ============================================================================\n// Domain rules (derived from the SDL enum, not fabricated data)\n// ============================================================================\n\n/** Valid forward/side transitions per current rebalance status. Terminal states map to []. */\nconst NEXT_STATUSES: Record<BraRebalanceStatus, BraRebalanceStatus[]> = {\n  DRAFT: ['PROPOSED', 'CANCELLED'],\n  PROPOSED: ['APPROVED', 'REJECTED', 'CANCELLED'],\n  APPROVED: ['EXECUTED', 'CANCELLED'],\n  REJECTED: [],\n  EXECUTED: [],\n  CANCELLED: [],\n};\n\n/** Insight types that belong on the risk/rebalancing surface. */\nconst RISK_INSIGHT_TYPES: BraInsightType[] = [\n  'DRIFT',\n  'CONCENTRATION_RISK',\n  'REBALANCE_DUE',\n  'CASH_DRAG',\n  'FEE_ANOMALY',\n];\nconst RISK_INSIGHT_TYPE_SET = new Set<BraInsightType>(RISK_INSIGHT_TYPES);\n\nfunction humanize(value: string): string {\n  return value\n    .toLowerCase()\n    .split('_')\n    .map((w) => w.charAt(0).toUpperCase() + w.slice(1))\n    .join(' ');\n}\n\n/** Summarize the opaque `trades` JSON scalar without inventing data. */\nfunction summarizeTrades(trades: unknown): string {\n  if (trades == null) return '—';\n  if (Array.isArray(trades)) {\n    return `${trades.length} trade${trades.length === 1 ? '' : 's'}`;\n  }\n  if (typeof trades === 'object') {\n    const n = Object.keys(trades as Record<string, unknown>).length;\n    return `${n} field${n === 1 ? '' : 's'}`;\n  }\n  return String(trades);\n}\n\n// ============================================================================\n// Create-proposal form\n// ============================================================================\n\ninterface ProposalFormState {\n  portfolioId: string;\n  driftPct: string;\n  rationale: string;\n  trades: string;\n}\n\nconst EMPTY_PROPOSAL_FORM: ProposalFormState = {\n  portfolioId: '',\n  driftPct: '',\n  rationale: '',\n  trades: '',\n};\n\nfunction parseNum(value: string): number | undefined {\n  if (value.trim() === '') return undefined;\n  const n = Number(value);\n  return Number.isFinite(n) ? n : undefined;\n}\n\nexport function RiskPage() {\n  const {\n    data: proposals,\n    isLoading: proposalsLoading,\n    isError: proposalsError,\n    refetch: refetchProposals,\n  } = useRebalanceProposals();\n\n  const { data: portfolios } = usePortfolios();\n\n  const {\n    data: insights,\n    isLoading: insightsLoading,\n    isError: insightsError,\n    refetch: refetchInsights,\n  } = useInsights();\n\n  const createProposal = useCreateRebalanceProposal();\n  const transitionProposal = useTransitionRebalanceProposal();\n  const acknowledgeInsight = useAcknowledgeInsight();\n  const dismissInsight = useDismissInsight();\n  const resolveInsight = useResolveInsight();\n\n  const [createOpen, setCreateOpen] = useState(false);\n  const [form, setForm] = useState<ProposalFormState>(EMPTY_PROPOSAL_FORM);\n  const [tradesError, setTradesError] = useState<string | null>(null);\n\n  // Portfolio lookup for names + drift thresholds (real backend data).\n  const portfolioById = useMemo(() => {\n    const map = new Map<string, BraPortfolio>();\n    for (const p of portfolios) map.set(p.id, p);\n    return map;\n  }, [portfolios]);\n\n  const riskInsights = useMemo(\n    () => insights.filter((i) => RISK_INSIGHT_TYPE_SET.has(i.type)),\n    [insights]\n  );\n\n  const activeProposals = proposals.filter(\n    (p) => p.status === 'DRAFT' || p.status === 'PROPOSED' || p.status === 'APPROVED'\n  );\n  const openInsights = riskInsights.filter((i) => i.status === 'OPEN');\n  const avgDrift =\n    proposals.length > 0\n      ? proposals.reduce((sum, p) => sum + (p.driftPct ?? 0), 0) / proposals.length\n      : null;\n\n  const canCreate = portfolios.length > 0;\n\n  function openCreate() {\n    setForm(EMPTY_PROPOSAL_FORM);\n    setTradesError(null);\n    setCreateOpen(true);\n  }\n\n  function submitCreate() {\n    if (!form.portfolioId) return;\n    let trades: unknown;\n    if (form.trades.trim() !== '') {\n      try {\n        trades = JSON.parse(form.trades);\n      } catch {\n        setTradesError('Trades must be valid JSON.');\n        return;\n      }\n    }\n    const portfolio = portfolioById.get(form.portfolioId);\n    createProposal.mutate(\n      {\n        portfolioId: form.portfolioId,\n        householdId: portfolio?.householdId ?? null,\n        driftPct: parseNum(form.driftPct),\n        rationale: form.rationale.trim() || null,\n        ...(trades !== undefined ? { trades } : {}),\n      },\n      { onSuccess: () => setCreateOpen(false) }\n    );\n  }\n\n  /** Drift is a breach when it meets/exceeds the portfolio's configured threshold. */\n  function driftBreached(p: BraRebalanceProposal): boolean {\n    const threshold = portfolioById.get(p.portfolioId)?.driftThresholdPct;\n    return threshold != null && Number.isFinite(threshold) && p.driftPct >= threshold;\n  }\n\n  return (\n    <SectionShell\n      title=\"Risk & Rebalancing\"\n      description=\"Review drift-driven rebalance proposals and act on portfolio risk insights.\"\n      badges={[\n        `${activeProposals.length} active`,\n        `${openInsights.length} open insight${openInsights.length === 1 ? '' : 's'}`,\n      ]}\n      actionLabel=\"New proposal\"\n      onAction={openCreate}\n    >\n      <KpiGrid\n        items={[\n          { label: 'Total proposals', value: String(proposals.length) },\n          { label: 'Active proposals', value: String(activeProposals.length) },\n          {\n            label: 'Average drift',\n            value: avgDrift === null ? '—' : formatPct(avgDrift),\n          },\n          { label: 'Open risk insights', value: String(openInsights.length) },\n        ]}\n      />\n\n      {/* Rebalance proposals */}\n      <Card>\n        <CardHeader>\n          <CardTitle className=\"flex items-center gap-2\">\n            <Scale className=\"h-5 w-5\" aria-hidden=\"true\" />\n            Rebalance proposals\n          </CardTitle>\n          <CardDescription>\n            Drift against target allocation, with lifecycle actions per proposal.\n          </CardDescription>\n        </CardHeader>\n        <CardContent>\n          {proposalsLoading ? (\n            <LoadingState />\n          ) : proposalsError ? (\n            <ErrorState onRetry={() => refetchProposals()} />\n          ) : proposals.length === 0 ? (\n            <EmptyState\n              icon={<Scale className=\"size-6\" aria-hidden=\"true\" />}\n              title=\"No rebalance proposals\"\n              description={\n                canCreate\n                  ? 'Create a proposal when a portfolio drifts from its target allocation.'\n                  : 'Create a portfolio first, then propose a rebalance when it drifts.'\n              }\n              action={\n                canCreate ? (\n                  <Button size=\"sm\" onClick={openCreate}>\n                    <Plus className=\"size-4\" aria-hidden=\"true\" />\n                    New proposal\n                  </Button>\n                ) : undefined\n              }\n            />\n          ) : (\n            <div className=\"overflow-x-auto\">\n              <Table>\n                <TableHeader>\n                  <TableRow>\n                    <TableHead>Portfolio</TableHead>\n                    <TableHead className=\"text-right\">Drift</TableHead>\n                    <TableHead>Status</TableHead>\n                    <TableHead>Rationale</TableHead>\n                    <TableHead>Trades</TableHead>\n                    <TableHead>Created</TableHead>\n                    <TableHead className=\"w-12 text-right\">Actions</TableHead>\n                  </TableRow>\n                </TableHeader>\n                <TableBody>\n                  {proposals.map((p) => {\n                    const portfolio = portfolioById.get(p.portfolioId);\n                    const breached = driftBreached(p);\n                    const nextStatuses = NEXT_STATUSES[p.status];\n                    return (\n                      <TableRow key={p.id}>\n                        <TableCell>\n                          <p className=\"font-medium text-text-primary\">\n                            {portfolio?.name ?? 'Unknown portfolio'}\n                          </p>\n                          <p className=\"text-xs text-text-secondary\">\n                            {portfolio?.baseCurrency ?? '—'}\n                            {portfolio?.driftThresholdPct != null\n                              ? ` · threshold ${formatPct(portfolio.driftThresholdPct)}`\n                              : ''}\n                          </p>\n                        </TableCell>\n                        <TableCell className=\"text-right\">\n                          <span\n                            className={`inline-flex items-center justify-end gap-1 font-semibold ${\n                              breached ? 'text-status-error-text' : 'text-text-primary'\n                            }`}\n                          >\n                            {breached ? (\n                              <AlertTriangle className=\"size-4\" aria-hidden=\"true\" />\n                            ) : null}\n                            {formatPct(p.driftPct)}\n                          </span>\n                          {breached ? (\n                            <p className=\"text-xs text-status-error-text\">Over threshold</p>\n                          ) : null}\n                        </TableCell>\n                        <TableCell>\n                          <Badge variant={statusBadgeVariant(p.status)}>{humanize(p.status)}</Badge>\n                        </TableCell>\n                        <TableCell className=\"max-w-xs\">\n                          <p className=\"truncate text-sm text-text-secondary\">\n                            {p.rationale ?? '—'}\n                          </p>\n                        </TableCell>\n                        <TableCell className=\"text-sm text-text-secondary\">\n                          {summarizeTrades(p.trades)}\n                        </TableCell>\n                        <TableCell className=\"text-sm text-text-secondary\">\n                          {formatDate(p.createdAt)}\n                        </TableCell>\n                        <TableCell className=\"text-right\">\n                          {nextStatuses.length === 0 ? (\n                            <span className=\"text-xs text-text-muted\">—</span>\n                          ) : (\n                            <DropdownMenu>\n                              <DropdownMenuTrigger asChild>\n                                <Button\n                                  variant=\"ghost\"\n                                  size=\"sm\"\n                                  aria-label={`Lifecycle actions for ${portfolio?.name ?? 'proposal'}`}\n                                >\n                                  <MoreHorizontal className=\"size-4\" aria-hidden=\"true\" />\n                                </Button>\n                              </DropdownMenuTrigger>\n                              <DropdownMenuContent align=\"end\">\n                                <DropdownMenuLabel>Advance to</DropdownMenuLabel>\n                                <DropdownMenuSeparator />\n                                {nextStatuses.map((status) => {\n                                  const destructive =\n                                    status === 'REJECTED' || status === 'CANCELLED';\n                                  return (\n                                    <DropdownMenuItem\n                                      key={status}\n                                      disabled={transitionProposal.isPending}\n                                      className={destructive ? 'text-status-error-text' : undefined}\n                                      onClick={() =>\n                                        transitionProposal.mutate({ id: p.id, status })\n                                      }\n                                    >\n                                      {destructive ? (\n                                        <X className=\"size-4\" aria-hidden=\"true\" />\n                                      ) : (\n                                        <ArrowRight className=\"size-4\" aria-hidden=\"true\" />\n                                      )}\n                                      {humanize(status)}\n                                    </DropdownMenuItem>\n                                  );\n                                })}\n                              </DropdownMenuContent>\n                            </DropdownMenu>\n                          )}\n                        </TableCell>\n                      </TableRow>\n                    );\n                  })}\n                </TableBody>\n              </Table>\n            </div>\n          )}\n        </CardContent>\n      </Card>\n\n      {/* Risk insights */}\n      <Card>\n        <CardHeader>\n          <CardTitle className=\"flex items-center gap-2\">\n            <ShieldAlert className=\"h-5 w-5\" aria-hidden=\"true\" />\n            Risk insights\n          </CardTitle>\n          <CardDescription>\n            Drift, concentration, cash-drag and fee-anomaly signals detected across your portfolios.\n          </CardDescription>\n        </CardHeader>\n        <CardContent>\n          {insightsLoading ? (\n            <LoadingState />\n          ) : insightsError ? (\n            <ErrorState onRetry={() => refetchInsights()} />\n          ) : riskInsights.length === 0 ? (\n            <EmptyState\n              icon={<ShieldCheck className=\"size-6\" aria-hidden=\"true\" />}\n              title=\"No risk insights\"\n              description=\"No drift, concentration, cash-drag or fee-anomaly signals are open right now.\"\n            />\n          ) : (\n            <div className=\"space-y-3\">\n              {riskInsights.map((insight) => (\n                <InsightRow\n                  key={insight.id}\n                  insight={insight}\n                  onAcknowledge={() => acknowledgeInsight.mutate(insight.id)}\n                  onResolve={() => resolveInsight.mutate(insight.id)}\n                  onDismiss={() => dismissInsight.mutate(insight.id)}\n                  actionPending={\n                    acknowledgeInsight.isPending ||\n                    resolveInsight.isPending ||\n                    dismissInsight.isPending\n                  }\n                />\n              ))}\n            </div>\n          )}\n        </CardContent>\n      </Card>\n\n      {/* Create proposal dialog */}\n      <Dialog open={createOpen} onOpenChange={setCreateOpen}>\n        <DialogContent>\n          <DialogHeader>\n            <DialogTitle>New rebalance proposal</DialogTitle>\n            <DialogDescription>\n              Propose a rebalance for a portfolio that has drifted from its target allocation.\n            </DialogDescription>\n          </DialogHeader>\n          {!canCreate ? (\n            <EmptyState\n              title=\"No portfolios available\"\n              description=\"Create a portfolio before proposing a rebalance.\"\n            />\n          ) : (\n            <div className=\"grid gap-4\">\n              <div className=\"space-y-2\">\n                <Label htmlFor=\"prop-portfolio\">Portfolio</Label>\n                <Select\n                  value={form.portfolioId}\n                  onValueChange={(v) => setForm((f) => ({ ...f, portfolioId: v }))}\n                >\n                  <SelectTrigger id=\"prop-portfolio\">\n                    <SelectValue placeholder=\"Select a portfolio\" />\n                  </SelectTrigger>\n                  <SelectContent>\n                    {portfolios.map((p) => (\n                      <SelectItem key={p.id} value={p.id}>\n                        {p.name}\n                      </SelectItem>\n                    ))}\n                  </SelectContent>\n                </Select>\n              </div>\n              <div className=\"space-y-2\">\n                <Label htmlFor=\"prop-drift\">Drift %</Label>\n                <Input\n                  id=\"prop-drift\"\n                  type=\"number\"\n                  value={form.driftPct}\n                  onChange={(e) => setForm((f) => ({ ...f, driftPct: e.target.value }))}\n                  placeholder=\"e.g. 6.5\"\n                />\n              </div>\n              <div className=\"space-y-2\">\n                <Label htmlFor=\"prop-rationale\">Rationale</Label>\n                <Textarea\n                  id=\"prop-rationale\"\n                  value={form.rationale}\n                  onChange={(e) => setForm((f) => ({ ...f, rationale: e.target.value }))}\n                  placeholder=\"Why is this rebalance needed?\"\n                />\n              </div>\n              <div className=\"space-y-2\">\n                <Label htmlFor=\"prop-trades\">Trades (JSON, optional)</Label>\n                <Textarea\n                  id=\"prop-trades\"\n                  value={form.trades}\n                  onChange={(e) => {\n                    setTradesError(null);\n                    setForm((f) => ({ ...f, trades: e.target.value }));\n                  }}\n                  placeholder='e.g. [{\"symbol\":\"VOO\",\"action\":\"SELL\",\"quantity\":10}]'\n                />\n                {tradesError ? (\n                  <p className=\"text-xs text-status-error-text\">{tradesError}</p>\n                ) : null}\n              </div>\n            </div>\n          )}\n          <DialogFooter>\n            <DialogClose asChild>\n              <Button variant=\"outline\">Cancel</Button>\n            </DialogClose>\n            <Button\n              onClick={submitCreate}\n              disabled={!form.portfolioId || createProposal.isPending}\n            >\n              {createProposal.isPending ? 'Creating…' : 'Create proposal'}\n            </Button>\n          </DialogFooter>\n        </DialogContent>\n      </Dialog>\n    </SectionShell>\n  );\n}\n\n// ============================================================================\n// Insight row\n// ============================================================================\n\nfunction InsightRow({\n  insight,\n  onAcknowledge,\n  onResolve,\n  onDismiss,\n  actionPending,\n}: {\n  insight: BraInsight;\n  onAcknowledge: () => void;\n  onResolve: () => void;\n  onDismiss: () => void;\n  actionPending: boolean;\n}) {\n  const terminal = insight.status === 'RESOLVED' || insight.status === 'DISMISSED';\n  return (\n    <div className=\"flex items-start justify-between gap-4 rounded-lg border border-border-subtle bg-bg-surface p-4\">\n      <div className=\"min-w-0 space-y-1\">\n        <div className=\"flex flex-wrap items-center gap-2\">\n          <p className=\"font-medium text-text-primary\">{insight.title}</p>\n          <Badge variant={statusBadgeVariant(insight.severity)}>{humanize(insight.severity)}</Badge>\n          <Badge variant=\"outline\">{humanize(insight.type)}</Badge>\n          <Badge variant={statusBadgeVariant(insight.status)}>{humanize(insight.status)}</Badge>\n        </div>\n        {insight.detail ? (\n          <p className=\"text-sm text-text-secondary\">{insight.detail}</p>\n        ) : null}\n        <p className=\"text-xs text-text-muted\">Detected {formatDate(insight.createdAt)}</p>\n      </div>\n      {terminal ? (\n        <span className=\"mt-1 text-xs text-text-muted\">Closed</span>\n      ) : (\n        <DropdownMenu>\n          <DropdownMenuTrigger asChild>\n            <Button\n              variant=\"ghost\"\n              size=\"sm\"\n              aria-label={`Actions for ${insight.title}`}\n              disabled={actionPending}\n            >\n              <MoreHorizontal className=\"size-4\" aria-hidden=\"true\" />\n            </Button>\n          </DropdownMenuTrigger>\n          <DropdownMenuContent align=\"end\">\n            {insight.status === 'OPEN' ? (\n              <DropdownMenuItem onClick={onAcknowledge}>\n                <Check className=\"size-4\" aria-hidden=\"true\" />\n                Acknowledge\n              </DropdownMenuItem>\n            ) : null}\n            <DropdownMenuItem onClick={onResolve}>\n              <ShieldCheck className=\"size-4\" aria-hidden=\"true\" />\n              Resolve\n            </DropdownMenuItem>\n            <DropdownMenuItem className=\"text-status-error-text\" onClick={onDismiss}>\n              <X className=\"size-4\" aria-hidden=\"true\" />\n              Dismiss\n            </DropdownMenuItem>\n          </DropdownMenuContent>\n        </DropdownMenu>\n      )}\n    </div>\n  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+{"version":3,"file":"RiskPage.js","names":[],"sources":["../../../src/brainyrich/pages/RiskPage.tsx"],"sourcesContent":["import { useMemo, useState } from 'react';\nimport {\n  Badge,\n  Button,\n  Card,\n  CardContent,\n  CardDescription,\n  CardHeader,\n  CardTitle,\n  Dialog,\n  DialogClose,\n  DialogContent,\n  DialogDescription,\n  DialogFooter,\n  DialogHeader,\n  DialogTitle,\n  DropdownMenu,\n  DropdownMenuContent,\n  DropdownMenuItem,\n  DropdownMenuLabel,\n  DropdownMenuSeparator,\n  DropdownMenuTrigger,\n  Input,\n  Label,\n  Select,\n  SelectContent,\n  SelectItem,\n  SelectTrigger,\n  SelectValue,\n  Table,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableHeader,\n  TableRow,\n  Textarea,\n} from '@burdenoff/fe-libs/ui';\nimport {\n  AlertTriangle,\n  ArrowRight,\n  Check,\n  Eye,\n  MoreHorizontal,\n  Plus,\n  Scale,\n  ShieldAlert,\n  ShieldCheck,\n  X,\n} from 'lucide-react';\nimport {\n  useRebalanceProposals,\n  usePortfolios,\n  usePagedInsights,\n  useCreateRebalanceProposal,\n  useTransitionRebalanceProposal,\n  useAcknowledgeInsight,\n  useDismissInsight,\n  useResolveInsight,\n} from '../hooks/useBrainyRichApi';\nimport type {\n  BraPortfolio,\n  BraRebalanceProposal,\n  BraRebalanceStatus,\n  BraInsight,\n  BraInsightType,\n} from '../types/bra';\nimport {\n  SectionShell,\n  KpiGrid,\n  EmptyState,\n  LoadingState,\n  ErrorState,\n  formatPct,\n  formatDate,\n  statusBadgeVariant,\n} from './_shared';\nimport { ConfirmDialog, ActorName, LoadMore } from '../components';\nimport { CommentThread } from '../components/reuse/CommentThread';\n\n// ============================================================================\n// Domain rules (derived from the SDL enum, not fabricated data)\n// ============================================================================\n\n/** Valid forward/side transitions per current rebalance status. Terminal states map to []. */\nconst NEXT_STATUSES: Record<BraRebalanceStatus, BraRebalanceStatus[]> = {\n  DRAFT: ['PROPOSED', 'CANCELLED'],\n  PROPOSED: ['APPROVED', 'REJECTED', 'CANCELLED'],\n  APPROVED: ['EXECUTED', 'CANCELLED'],\n  REJECTED: [],\n  EXECUTED: [],\n  CANCELLED: [],\n};\n\n/** Insight types that belong on the risk/rebalancing surface. */\nconst RISK_INSIGHT_TYPES: BraInsightType[] = [\n  'DRIFT',\n  'CONCENTRATION_RISK',\n  'REBALANCE_DUE',\n  'CASH_DRAG',\n  'FEE_ANOMALY',\n];\nconst RISK_INSIGHT_TYPE_SET = new Set<BraInsightType>(RISK_INSIGHT_TYPES);\n\nfunction humanize(value: string): string {\n  return value\n    .toLowerCase()\n    .split('_')\n    .map((w) => w.charAt(0).toUpperCase() + w.slice(1))\n    .join(' ');\n}\n\n/** Summarize the opaque `trades` JSON scalar without inventing data. */\nfunction summarizeTrades(trades: unknown): string {\n  if (trades == null) return '—';\n  if (Array.isArray(trades)) {\n    return `${trades.length} trade${trades.length === 1 ? '' : 's'}`;\n  }\n  if (typeof trades === 'object') {\n    const n = Object.keys(trades as Record<string, unknown>).length;\n    return `${n} field${n === 1 ? '' : 's'}`;\n  }\n  return String(trades);\n}\n\n// ============================================================================\n// Create-proposal form\n// ============================================================================\n\ninterface ProposalFormState {\n  portfolioId: string;\n  driftPct: string;\n  rationale: string;\n  trades: string;\n}\n\nconst EMPTY_PROPOSAL_FORM: ProposalFormState = {\n  portfolioId: '',\n  driftPct: '',\n  rationale: '',\n  trades: '',\n};\n\nfunction parseNum(value: string): number | undefined {\n  if (value.trim() === '') return undefined;\n  const n = Number(value);\n  return Number.isFinite(n) ? n : undefined;\n}\n\nexport function RiskPage() {\n  const {\n    data: proposals,\n    isLoading: proposalsLoading,\n    isError: proposalsError,\n    refetch: refetchProposals,\n  } = useRebalanceProposals();\n\n  const { data: portfolios } = usePortfolios();\n\n  const {\n    items: insights,\n    hasMore: insightsHasMore,\n    loadMore: loadMoreInsights,\n    isLoading: insightsLoading,\n    isFetchingNextPage: insightsFetchingMore,\n    isError: insightsError,\n    refetch: refetchInsights,\n  } = usePagedInsights();\n\n  const createProposal = useCreateRebalanceProposal();\n  const transitionProposal = useTransitionRebalanceProposal();\n  const acknowledgeInsight = useAcknowledgeInsight();\n  const dismissInsight = useDismissInsight();\n  const resolveInsight = useResolveInsight();\n\n  const [createOpen, setCreateOpen] = useState(false);\n  const [form, setForm] = useState<ProposalFormState>(EMPTY_PROPOSAL_FORM);\n  const [tradesError, setTradesError] = useState<string | null>(null);\n  const [detailProposal, setDetailProposal] = useState<BraRebalanceProposal | null>(null);\n  const [confirmTransition, setConfirmTransition] = useState<{\n    proposal: BraRebalanceProposal;\n    status: BraRebalanceStatus;\n  } | null>(null);\n\n  // Portfolio lookup for names + drift thresholds (real backend data).\n  const portfolioById = useMemo(() => {\n    const map = new Map<string, BraPortfolio>();\n    for (const p of portfolios) map.set(p.id, p);\n    return map;\n  }, [portfolios]);\n\n  const riskInsights = useMemo(\n    () => insights.filter((i) => RISK_INSIGHT_TYPE_SET.has(i.type)),\n    [insights]\n  );\n\n  const activeProposals = proposals.filter(\n    (p) => p.status === 'DRAFT' || p.status === 'PROPOSED' || p.status === 'APPROVED'\n  );\n  const openInsights = riskInsights.filter((i) => i.status === 'OPEN');\n  const avgDrift =\n    proposals.length > 0\n      ? proposals.reduce((sum, p) => sum + (p.driftPct ?? 0), 0) / proposals.length\n      : null;\n\n  const canCreate = portfolios.length > 0;\n\n  function openCreate() {\n    setForm(EMPTY_PROPOSAL_FORM);\n    setTradesError(null);\n    setCreateOpen(true);\n  }\n\n  function submitCreate() {\n    if (!form.portfolioId) return;\n    let trades: unknown;\n    if (form.trades.trim() !== '') {\n      try {\n        trades = JSON.parse(form.trades);\n      } catch {\n        setTradesError('Trades must be valid JSON.');\n        return;\n      }\n    }\n    const portfolio = portfolioById.get(form.portfolioId);\n    createProposal.mutate(\n      {\n        portfolioId: form.portfolioId,\n        householdId: portfolio?.householdId ?? null,\n        driftPct: parseNum(form.driftPct),\n        rationale: form.rationale.trim() || null,\n        ...(trades !== undefined ? { trades } : {}),\n      },\n      { onSuccess: () => setCreateOpen(false) }\n    );\n  }\n\n  /** Destructive transitions (reject/cancel) confirm first; forward transitions fire directly. */\n  function requestTransition(proposal: BraRebalanceProposal, status: BraRebalanceStatus) {\n    if (status === 'REJECTED' || status === 'CANCELLED') {\n      setConfirmTransition({ proposal, status });\n      return;\n    }\n    transitionProposal.mutate({ id: proposal.id, status });\n  }\n\n  /** Drift is a breach when it meets/exceeds the portfolio's configured threshold. */\n  function driftBreached(p: BraRebalanceProposal): boolean {\n    const threshold = portfolioById.get(p.portfolioId)?.driftThresholdPct;\n    return threshold != null && Number.isFinite(threshold) && p.driftPct >= threshold;\n  }\n\n  return (\n    <SectionShell\n      title=\"Risk & Rebalancing\"\n      description=\"Review drift-driven rebalance proposals and act on portfolio risk insights.\"\n      badges={[\n        `${activeProposals.length} active`,\n        `${openInsights.length} open insight${openInsights.length === 1 ? '' : 's'}`,\n      ]}\n      actionLabel=\"New proposal\"\n      onAction={openCreate}\n    >\n      <KpiGrid\n        items={[\n          { label: 'Total proposals', value: String(proposals.length) },\n          { label: 'Active proposals', value: String(activeProposals.length) },\n          {\n            label: 'Average drift',\n            value: avgDrift === null ? '—' : formatPct(avgDrift),\n          },\n          { label: 'Open risk insights', value: String(openInsights.length) },\n        ]}\n      />\n\n      {/* Rebalance proposals */}\n      <Card>\n        <CardHeader>\n          <CardTitle className=\"flex items-center gap-2\">\n            <Scale className=\"h-5 w-5\" aria-hidden=\"true\" />\n            Rebalance proposals\n          </CardTitle>\n          <CardDescription>\n            Drift against target allocation, with lifecycle actions per proposal.\n          </CardDescription>\n        </CardHeader>\n        <CardContent>\n          {proposalsLoading ? (\n            <LoadingState />\n          ) : proposalsError ? (\n            <ErrorState onRetry={() => refetchProposals()} />\n          ) : proposals.length === 0 ? (\n            <EmptyState\n              icon={<Scale className=\"size-6\" aria-hidden=\"true\" />}\n              title=\"No rebalance proposals\"\n              description={\n                canCreate\n                  ? 'Create a proposal when a portfolio drifts from its target allocation.'\n                  : 'Create a portfolio first, then propose a rebalance when it drifts.'\n              }\n              action={\n                canCreate ? (\n                  <Button size=\"sm\" onClick={openCreate}>\n                    <Plus className=\"size-4\" aria-hidden=\"true\" />\n                    New proposal\n                  </Button>\n                ) : undefined\n              }\n            />\n          ) : (\n            <div className=\"overflow-x-auto\">\n              <Table>\n                <TableHeader>\n                  <TableRow>\n                    <TableHead>Portfolio</TableHead>\n                    <TableHead className=\"text-right\">Drift</TableHead>\n                    <TableHead>Status</TableHead>\n                    <TableHead>Rationale</TableHead>\n                    <TableHead>Trades</TableHead>\n                    <TableHead>Created</TableHead>\n                    <TableHead className=\"w-12 text-right\">Actions</TableHead>\n                  </TableRow>\n                </TableHeader>\n                <TableBody>\n                  {proposals.map((p) => {\n                    const portfolio = portfolioById.get(p.portfolioId);\n                    const breached = driftBreached(p);\n                    const nextStatuses = NEXT_STATUSES[p.status];\n                    return (\n                      <TableRow key={p.id}>\n                        <TableCell>\n                          <p className=\"font-medium text-text-primary\">\n                            {portfolio?.name ?? 'Unknown portfolio'}\n                          </p>\n                          <p className=\"text-xs text-text-secondary\">\n                            {portfolio?.baseCurrency ?? '—'}\n                            {portfolio?.driftThresholdPct != null\n                              ? ` · threshold ${formatPct(portfolio.driftThresholdPct)}`\n                              : ''}\n                          </p>\n                        </TableCell>\n                        <TableCell className=\"text-right\">\n                          <span\n                            className={`inline-flex items-center justify-end gap-1 font-semibold ${\n                              breached ? 'text-status-error-text' : 'text-text-primary'\n                            }`}\n                          >\n                            {breached ? (\n                              <AlertTriangle className=\"size-4\" aria-hidden=\"true\" />\n                            ) : null}\n                            {formatPct(p.driftPct)}\n                          </span>\n                          {breached ? (\n                            <p className=\"text-xs text-status-error-text\">Over threshold</p>\n                          ) : null}\n                        </TableCell>\n                        <TableCell>\n                          <Badge variant={statusBadgeVariant(p.status)}>{humanize(p.status)}</Badge>\n                        </TableCell>\n                        <TableCell className=\"max-w-xs\">\n                          <p className=\"truncate text-sm text-text-secondary\">\n                            {p.rationale ?? '—'}\n                          </p>\n                        </TableCell>\n                        <TableCell className=\"text-sm text-text-secondary\">\n                          {summarizeTrades(p.trades)}\n                        </TableCell>\n                        <TableCell className=\"text-sm text-text-secondary\">\n                          {formatDate(p.createdAt)}\n                        </TableCell>\n                        <TableCell className=\"text-right\">\n                          <DropdownMenu>\n                            <DropdownMenuTrigger asChild>\n                              <Button\n                                variant=\"ghost\"\n                                size=\"sm\"\n                                aria-label={`Actions for ${portfolio?.name ?? 'proposal'}`}\n                              >\n                                <MoreHorizontal className=\"size-4\" aria-hidden=\"true\" />\n                              </Button>\n                            </DropdownMenuTrigger>\n                            <DropdownMenuContent align=\"end\">\n                              <DropdownMenuItem onClick={() => setDetailProposal(p)}>\n                                <Eye className=\"size-4\" aria-hidden=\"true\" />\n                                View details\n                              </DropdownMenuItem>\n                              {nextStatuses.length > 0 ? (\n                                <>\n                                  <DropdownMenuSeparator />\n                                  <DropdownMenuLabel>Advance to</DropdownMenuLabel>\n                                  {nextStatuses.map((status) => {\n                                    const destructive =\n                                      status === 'REJECTED' || status === 'CANCELLED';\n                                    return (\n                                      <DropdownMenuItem\n                                        key={status}\n                                        disabled={transitionProposal.isPending}\n                                        className={\n                                          destructive ? 'text-status-error-text' : undefined\n                                        }\n                                        onClick={() => requestTransition(p, status)}\n                                      >\n                                        {destructive ? (\n                                          <X className=\"size-4\" aria-hidden=\"true\" />\n                                        ) : (\n                                          <ArrowRight className=\"size-4\" aria-hidden=\"true\" />\n                                        )}\n                                        {humanize(status)}\n                                      </DropdownMenuItem>\n                                    );\n                                  })}\n                                </>\n                              ) : null}\n                            </DropdownMenuContent>\n                          </DropdownMenu>\n                        </TableCell>\n                      </TableRow>\n                    );\n                  })}\n                </TableBody>\n              </Table>\n            </div>\n          )}\n        </CardContent>\n      </Card>\n\n      {/* Risk insights */}\n      <Card>\n        <CardHeader>\n          <CardTitle className=\"flex items-center gap-2\">\n            <ShieldAlert className=\"h-5 w-5\" aria-hidden=\"true\" />\n            Risk insights\n          </CardTitle>\n          <CardDescription>\n            Drift, concentration, cash-drag and fee-anomaly signals detected across your portfolios.\n          </CardDescription>\n        </CardHeader>\n        <CardContent>\n          {insightsLoading ? (\n            <LoadingState />\n          ) : insightsError ? (\n            <ErrorState onRetry={() => refetchInsights()} />\n          ) : riskInsights.length === 0 ? (\n            <EmptyState\n              icon={<ShieldCheck className=\"size-6\" aria-hidden=\"true\" />}\n              title=\"No risk insights\"\n              description=\"No drift, concentration, cash-drag or fee-anomaly signals are open right now.\"\n            />\n          ) : (\n            <div className=\"space-y-3\">\n              {riskInsights.map((insight) => (\n                <InsightRow\n                  key={insight.id}\n                  insight={insight}\n                  onAcknowledge={() => acknowledgeInsight.mutate(insight.id)}\n                  onResolve={() => resolveInsight.mutate(insight.id)}\n                  onDismiss={() => dismissInsight.mutate(insight.id)}\n                  actionPending={\n                    acknowledgeInsight.isPending ||\n                    resolveInsight.isPending ||\n                    dismissInsight.isPending\n                  }\n                />\n              ))}\n              <LoadMore\n                hasMore={insightsHasMore}\n                onClick={loadMoreInsights}\n                loading={insightsFetchingMore}\n                label=\"Load more insights\"\n              />\n            </div>\n          )}\n        </CardContent>\n      </Card>\n\n      {/* Create proposal dialog */}\n      <Dialog open={createOpen} onOpenChange={setCreateOpen}>\n        <DialogContent>\n          <DialogHeader>\n            <DialogTitle>New rebalance proposal</DialogTitle>\n            <DialogDescription>\n              Propose a rebalance for a portfolio that has drifted from its target allocation.\n            </DialogDescription>\n          </DialogHeader>\n          {!canCreate ? (\n            <EmptyState\n              icon={<Scale className=\"size-6\" aria-hidden=\"true\" />}\n              title=\"Create a portfolio first\"\n              description=\"A rebalance proposal targets a portfolio. Add a portfolio on the Portfolios page, then return here to propose a rebalance.\"\n            />\n          ) : (\n            <div className=\"grid gap-4\">\n              <div className=\"space-y-2\">\n                <Label htmlFor=\"prop-portfolio\">Portfolio</Label>\n                <Select\n                  value={form.portfolioId}\n                  onValueChange={(v) => setForm((f) => ({ ...f, portfolioId: v }))}\n                >\n                  <SelectTrigger id=\"prop-portfolio\">\n                    <SelectValue placeholder=\"Select a portfolio\" />\n                  </SelectTrigger>\n                  <SelectContent>\n                    {portfolios.map((p) => (\n                      <SelectItem key={p.id} value={p.id}>\n                        {p.name}\n                      </SelectItem>\n                    ))}\n                  </SelectContent>\n                </Select>\n              </div>\n              <div className=\"space-y-2\">\n                <Label htmlFor=\"prop-drift\">Drift %</Label>\n                <Input\n                  id=\"prop-drift\"\n                  type=\"number\"\n                  value={form.driftPct}\n                  onChange={(e) => setForm((f) => ({ ...f, driftPct: e.target.value }))}\n                  placeholder=\"e.g. 6.5\"\n                />\n              </div>\n              <div className=\"space-y-2\">\n                <Label htmlFor=\"prop-rationale\">Rationale</Label>\n                <Textarea\n                  id=\"prop-rationale\"\n                  value={form.rationale}\n                  onChange={(e) => setForm((f) => ({ ...f, rationale: e.target.value }))}\n                  placeholder=\"Why is this rebalance needed?\"\n                />\n              </div>\n              <div className=\"space-y-2\">\n                <Label htmlFor=\"prop-trades\">Trades (JSON, optional)</Label>\n                <Textarea\n                  id=\"prop-trades\"\n                  value={form.trades}\n                  onChange={(e) => {\n                    setTradesError(null);\n                    setForm((f) => ({ ...f, trades: e.target.value }));\n                  }}\n                  placeholder='e.g. [{\"symbol\":\"VOO\",\"action\":\"SELL\",\"quantity\":10}]'\n                />\n                {tradesError ? (\n                  <p className=\"text-xs text-status-error-text\">{tradesError}</p>\n                ) : null}\n              </div>\n            </div>\n          )}\n          <DialogFooter>\n            <DialogClose asChild>\n              <Button variant=\"outline\">Cancel</Button>\n            </DialogClose>\n            <Button onClick={submitCreate} disabled={!form.portfolioId || createProposal.isPending}>\n              {createProposal.isPending ? 'Creating…' : 'Create proposal'}\n            </Button>\n          </DialogFooter>\n        </DialogContent>\n      </Dialog>\n\n      {/* Proposal detail — summary + discussion thread */}\n      <ProposalDetailDialog\n        proposal={detailProposal}\n        portfolio={\n          detailProposal ? (portfolioById.get(detailProposal.portfolioId) ?? null) : null\n        }\n        onOpenChange={(open) => {\n          if (!open) setDetailProposal(null);\n        }}\n      />\n\n      {/* Confirm destructive lifecycle transition (reject / cancel) */}\n      <ConfirmDialog\n        open={confirmTransition !== null}\n        onOpenChange={(open) => {\n          if (!open) setConfirmTransition(null);\n        }}\n        title={\n          confirmTransition?.status === 'REJECTED'\n            ? 'Reject this proposal?'\n            : 'Cancel this proposal?'\n        }\n        description={\n          confirmTransition\n            ? `This moves the rebalance proposal for ${\n                portfolioById.get(confirmTransition.proposal.portfolioId)?.name ??\n                'this portfolio'\n              } to ${humanize(confirmTransition.status)}. This cannot be undone.`\n            : undefined\n        }\n        confirmLabel={confirmTransition?.status === 'REJECTED' ? 'Reject' : 'Cancel proposal'}\n        cancelLabel=\"Keep\"\n        destructive\n        pending={transitionProposal.isPending}\n        onConfirm={() => {\n          if (!confirmTransition) return;\n          transitionProposal.mutate(\n            { id: confirmTransition.proposal.id, status: confirmTransition.status },\n            { onSuccess: () => setConfirmTransition(null) }\n          );\n        }}\n      />\n    </SectionShell>\n  );\n}\n\n// ============================================================================\n// Proposal detail dialog — rationale summary, actors, and discussion thread\n// ============================================================================\n\nfunction ProposalDetailDialog({\n  proposal,\n  portfolio,\n  onOpenChange,\n}: {\n  proposal: BraRebalanceProposal | null;\n  portfolio: BraPortfolio | null;\n  onOpenChange: (open: boolean) => void;\n}) {\n  return (\n    <Dialog open={proposal !== null} onOpenChange={onOpenChange}>\n      <DialogContent className=\"max-h-[85vh] overflow-y-auto\">\n        {proposal ? (\n          <>\n            <DialogHeader>\n              <DialogTitle className=\"flex flex-wrap items-center gap-2\">\n                {portfolio?.name ?? 'Rebalance proposal'}\n                <Badge variant={statusBadgeVariant(proposal.status)}>\n                  {humanize(proposal.status)}\n                </Badge>\n              </DialogTitle>\n              <DialogDescription>\n                Drift {formatPct(proposal.driftPct)}\n                {portfolio?.driftThresholdPct != null\n                  ? ` · threshold ${formatPct(portfolio.driftThresholdPct)}`\n                  : ''}\n                {' · created '}\n                {formatDate(proposal.createdAt)}\n              </DialogDescription>\n            </DialogHeader>\n\n            <dl className=\"grid grid-cols-2 gap-4 text-sm\">\n              <div className=\"space-y-1\">\n                <dt className=\"text-xs font-medium text-text-muted\">Proposed by</dt>\n                <dd className=\"text-text-primary\">\n                  {proposal.proposedById ? (\n                    <ActorName id={proposal.proposedById} />\n                  ) : (\n                    <span className=\"text-text-muted\">—</span>\n                  )}\n                </dd>\n              </div>\n              <div className=\"space-y-1\">\n                <dt className=\"text-xs font-medium text-text-muted\">Approved by</dt>\n                <dd className=\"text-text-primary\">\n                  {proposal.approvedById ? (\n                    <ActorName id={proposal.approvedById} />\n                  ) : (\n                    <span className=\"text-text-muted\">—</span>\n                  )}\n                </dd>\n              </div>\n              <div className=\"space-y-1\">\n                <dt className=\"text-xs font-medium text-text-muted\">Trades</dt>\n                <dd className=\"text-text-primary\">{summarizeTrades(proposal.trades)}</dd>\n              </div>\n              <div className=\"space-y-1\">\n                <dt className=\"text-xs font-medium text-text-muted\">Executed</dt>\n                <dd className=\"text-text-primary\">\n                  {proposal.executedAt ? (\n                    formatDate(proposal.executedAt)\n                  ) : (\n                    <span className=\"text-text-muted\">—</span>\n                  )}\n                </dd>\n              </div>\n            </dl>\n\n            <div className=\"space-y-1\">\n              <p className=\"text-xs font-medium text-text-muted\">Rationale (summary)</p>\n              <p className=\"text-sm text-text-secondary\">{proposal.rationale ?? '—'}</p>\n            </div>\n\n            <div className=\"border-t border-border-subtle pt-4\">\n              <CommentThread\n                entityType=\"brainyrich-rebalance\"\n                entityId={proposal.id}\n                heading=\"Discussion\"\n              />\n            </div>\n          </>\n        ) : null}\n      </DialogContent>\n    </Dialog>\n  );\n}\n\n// ============================================================================\n// Insight row\n// ============================================================================\n\nfunction InsightRow({\n  insight,\n  onAcknowledge,\n  onResolve,\n  onDismiss,\n  actionPending,\n}: {\n  insight: BraInsight;\n  onAcknowledge: () => void;\n  onResolve: () => void;\n  onDismiss: () => void;\n  actionPending: boolean;\n}) {\n  const terminal = insight.status === 'RESOLVED' || insight.status === 'DISMISSED';\n  return (\n    <div className=\"flex items-start justify-between gap-4 rounded-lg border border-border-subtle bg-bg-surface p-4\">\n      <div className=\"min-w-0 space-y-1\">\n        <div className=\"flex flex-wrap items-center gap-2\">\n          <p className=\"font-medium text-text-primary\">{insight.title}</p>\n          <Badge variant={statusBadgeVariant(insight.severity)}>{humanize(insight.severity)}</Badge>\n          <Badge variant=\"outline\">{humanize(insight.type)}</Badge>\n          <Badge variant={statusBadgeVariant(insight.status)}>{humanize(insight.status)}</Badge>\n        </div>\n        {insight.detail ? <p className=\"text-sm text-text-secondary\">{insight.detail}</p> : null}\n        <p className=\"text-xs text-text-muted\">Detected {formatDate(insight.createdAt)}</p>\n      </div>\n      {terminal ? (\n        <span className=\"mt-1 text-xs text-text-muted\">Closed</span>\n      ) : (\n        <DropdownMenu>\n          <DropdownMenuTrigger asChild>\n            <Button\n              variant=\"ghost\"\n              size=\"sm\"\n              aria-label={`Actions for ${insight.title}`}\n              disabled={actionPending}\n            >\n              <MoreHorizontal className=\"size-4\" aria-hidden=\"true\" />\n            </Button>\n          </DropdownMenuTrigger>\n          <DropdownMenuContent align=\"end\">\n            {insight.status === 'OPEN' ? (\n              <DropdownMenuItem onClick={onAcknowledge}>\n                <Check className=\"size-4\" aria-hidden=\"true\" />\n                Acknowledge\n              </DropdownMenuItem>\n            ) : null}\n            <DropdownMenuItem onClick={onResolve}>\n              <ShieldCheck className=\"size-4\" aria-hidden=\"true\" />\n              Resolve\n            </DropdownMenuItem>\n            <DropdownMenuItem className=\"text-status-error-text\" onClick={onDismiss}>\n              <X className=\"size-4\" aria-hidden=\"true\" />\n              Dismiss\n            </DropdownMenuItem>\n          </DropdownMenuContent>\n        </DropdownMenu>\n      )}\n    </div>\n  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