@burdenoff/microfe-brainyrich 2026.705.1 → 2026.706.1

package/dist/brainyrich/pages/TaxPage.js

@@ -1,11 +1,14 @@
-import { useAccounts as e, useAcknowledgeInsight as t, useCreateInsight as n, useDismissInsight as r, useHoldings as i, useInsights as a, usePortfolios as o, useResolveInsight as ee, useTransactions as te } from "../hooks/useBrainyRichApi.js";
-import { EmptyState as s, ErrorState as ne, KpiGrid as re, LoadingState as ie, SectionShell as ae, deltaToneClass as c, formatDate as l, formatMoney as u, statusBadgeVariant as d } from "./_shared.js";
-import { useMemo as f, useState as p } from "react";
-import { ArrowDownRight as oe, ArrowUpRight as m, Check as se, Coins as ce, Landmark as le, MoreHorizontal as ue, Receipt as de, ReceiptText as fe, ShieldCheck as pe, Sparkles as me, TrendingDown as h, TrendingUp as g, X as _ } from "lucide-react";
-import { Fragment as he, jsx as v, jsxs as y } from "react/jsx-runtime";
-import { Badge as b, Button as x, Card as S, CardContent as C, CardDescription as w, CardHeader as T, CardTitle as E, Dialog as ge, DialogClose as _e, DialogContent as ve, DialogDescription as ye, DialogFooter as be, DialogHeader as xe, DialogTitle as Se, DropdownMenu as D, DropdownMenuContent as O, DropdownMenuItem as k, DropdownMenuLabel as Ce, DropdownMenuSeparator as A, DropdownMenuTrigger as j, Input as we, Label as M, Select as N, SelectContent as P, SelectItem as F, SelectTrigger as I, SelectValue as Te, Table as L, TableBody as R, TableCell as z, TableHead as B, TableHeader as V, TableRow as H, Tabs as Ee, TabsContent as U, TabsList as De, TabsTrigger as W, Textarea as Oe } from "@burdenoff/fe-libs/ui";
+import { useAcknowledgeInsight as e, useAllAccounts as t, useAllTransactions as n, useCreateInsight as r, useDismissInsight as i, useHoldings as a, usePagedInsights as o, usePortfolios as ee, useResolveInsight as te } from "../hooks/useBrainyRichApi.js";
+import { LoadMore as ne } from "../components/LoadMore.js";
+import { ConfirmDialog as re } from "../components/ConfirmDialog.js";
+import "../components/index.js";
+import { EmptyState as s, ErrorState as c, KpiGrid as ie, LoadingState as l, SectionShell as u, deltaToneClass as d, formatDate as f, formatMoney as p, statusBadgeVariant as m } from "./_shared.js";
+import { useMemo as h, useState as g } from "react";
+import { ArrowDownRight as ae, ArrowUpRight as oe, Check as se, Coins as ce, Landmark as le, MoreHorizontal as ue, Receipt as de, ReceiptText as fe, ShieldCheck as _, Sparkles as pe, TrendingDown as me, TrendingUp as v, X as he } from "lucide-react";
+import { Fragment as ge, jsx as y, jsxs as b } from "react/jsx-runtime";
+import { Badge as x, Button as S, Card as C, CardContent as w, CardDescription as T, CardHeader as E, CardTitle as D, Dialog as _e, DialogClose as ve, DialogContent as ye, DialogDescription as be, DialogFooter as xe, DialogHeader as Se, DialogTitle as Ce, DropdownMenu as O, DropdownMenuContent as k, DropdownMenuItem as A, DropdownMenuLabel as j, DropdownMenuSeparator as M, DropdownMenuTrigger as N, Input as we, Label as P, Select as F, SelectContent as I, SelectItem as L, SelectTrigger as R, SelectValue as z, Table as B, TableBody as Te, TableCell as V, TableHead as H, TableHeader as U, TableRow as W, Tabs as Ee, TabsContent as De, TabsList as Oe, TabsTrigger as ke, Textarea as Ae } from "@burdenoff/fe-libs/ui";
 //#region src/brainyrich/pages/TaxPage.tsx
-var ke = [
+var je = [
 	"INFO",
 	"LOW",
 	"MEDIUM",
@@ -18,260 +21,271 @@ function G(e) {
 function K(e) {
 	return e.marketValue - e.costBasis;
 }
-var q = {
+var Me = {
 	title: "",
 	detail: "",
 	severity: "MEDIUM",
 	subject: ""
 };
-function J() {
-	let { data: i, isLoading: c, isError: d, refetch: oe } = a(), { data: m, isLoading: se, isError: ue, refetch: pe } = te(), { data: h } = e(), { data: g } = o(), _ = n(), D = t(), O = r(), k = ee(), [Ce, A] = p(!1), [j, K] = p(q), [J, Y] = p(null), X = f(() => i.filter((e) => e.type === "TAX_OPPORTUNITY"), [i]), Me = X.filter((e) => e.status === "OPEN"), Z = f(() => m.filter((e) => e.type === "SELL"), [m]), Q = f(() => m.filter((e) => e.type === "DIVIDEND" || e.type === "INTEREST"), [m]), Ne = Z.reduce((e, t) => e + t.amount, 0), Pe = Q.reduce((e, t) => e + t.amount, 0), Fe = Z[0]?.currency ?? Q[0]?.currency ?? "USD", $ = h.length > 0 || g.length > 0;
-	function Ie() {
-		K(q), Y(null), A(!0);
+function Ne() {
+	let { items: a, hasMore: d, loadMore: m, isLoading: ae, isFetchingNextPage: oe, isError: se, refetch: ue } = o(), { data: _, isLoading: me, isError: v, refetch: he } = n(), { data: O, isLoading: k } = t(), { data: A } = ee(), j = r(), M = e(), N = i(), Ne = te(), [Fe, Le] = g(!1), [q, J] = g(Me), [Re, Y] = g(null), [X, ze] = g(null), Z = h(() => a.filter((e) => e.type === "TAX_OPPORTUNITY"), [a]), Be = Z.filter((e) => e.status === "OPEN"), Q = h(() => _.filter((e) => e.type === "SELL"), [_]), $ = h(() => _.filter((e) => e.type === "DIVIDEND" || e.type === "INTEREST"), [_]), Ve = Q.reduce((e, t) => e + t.amount, 0), He = $.reduce((e, t) => e + t.amount, 0), Ue = Q[0]?.currency ?? $[0]?.currency ?? "USD", We = h(() => O.reduce((e, t) => e + t.holdings.reduce((e, t) => e + K(t), 0), 0), [O]), Ge = O[0]?.currency ?? Ue, Ke = O.length > 0 || A.length > 0;
+	function qe() {
+		J(Me), Y(null), Le(!0);
 	}
-	function Le() {
-		let e = j.title.trim();
+	function Je() {
+		let e = q.title.trim();
 		if (!e) {
 			Y("A title is required.");
 			return;
 		}
-		if (!j.subject) {
+		if (!q.subject) {
 			Y("Select the account or portfolio this opportunity applies to.");
 			return;
 		}
-		let [t, n] = j.subject.split(":");
+		let [t, n] = q.subject.split(":");
 		if (!t || !n) {
 			Y("Select a valid subject.");
 			return;
 		}
-		_.mutate({
+		j.mutate({
 			type: "TAX_OPPORTUNITY",
-			severity: j.severity,
+			severity: q.severity,
 			title: e,
-			detail: j.detail.trim() || null,
+			detail: q.detail.trim() || null,
 			subjectId: n,
 			subjectType: t
 		}, {
 			onSuccess: () => {
-				A(!1), K(q);
+				Le(!1), J(Me);
 			},
 			onError: (e) => {
 				Y(e instanceof Error ? e.message : "Could not create the tax insight.");
 			}
 		});
 	}
-	let Re = D.isPending || O.isPending || k.isPending;
-	return /* @__PURE__ */ y(ae, {
+	let Ye = M.isPending || N.isPending || Ne.isPending;
+	return /* @__PURE__ */ b(u, {
 		title: "Tax Center",
 		description: "Act on tax-opportunity insights and review unrealized and realized gains — all from your live portfolio data.",
-		badges: [`${Me.length} open opportunit${Me.length === 1 ? "y" : "ies"}`],
+		badges: [`${Be.length} open opportunit${Be.length === 1 ? "y" : "ies"}`],
 		actionLabel: "New tax insight",
-		onAction: Ie,
+		onAction: qe,
 		children: [
-			/* @__PURE__ */ v(re, { items: [
+			/* @__PURE__ */ y(ie, { items: [
 				{
 					label: "Open tax opportunities",
-					value: String(Me.length)
+					value: String(Be.length)
 				},
 				{
 					label: "Tax insights (all)",
-					value: String(X.length)
+					value: String(Z.length)
 				},
 				{
 					label: "Realized proceeds",
-					value: u(Ne, Fe),
-					trend: `${Z.length} sale${Z.length === 1 ? "" : "s"}`
+					value: p(Ve, Ue),
+					trend: `${Q.length} sale${Q.length === 1 ? "" : "s"}`
 				},
 				{
 					label: "Investment income",
-					value: u(Pe, Fe),
-					trend: `${Q.length} dividend/interest`
+					value: p(He, Ue),
+					trend: `${$.length} dividend/interest`
+				},
+				{
+					label: "Unrealized P/L (all accounts)",
+					value: k ? "—" : p(We, Ge),
+					trend: k ? "Loading…" : We >= 0 ? "Net gain" : "Net loss",
+					deltaTone: We >= 0 ? "positive" : "negative"
 				}
 			] }),
-			/* @__PURE__ */ y(Ee, {
+			/* @__PURE__ */ b(Ee, {
 				defaultValue: "opportunities",
 				className: "space-y-4",
 				children: [
-					/* @__PURE__ */ y(De, {
+					/* @__PURE__ */ b(Oe, {
 						className: "grid w-full grid-cols-3",
 						children: [
-							/* @__PURE__ */ v(W, {
+							/* @__PURE__ */ y(ke, {
 								value: "opportunities",
 								children: "Tax Opportunities"
 							}),
-							/* @__PURE__ */ v(W, {
+							/* @__PURE__ */ y(ke, {
 								value: "unrealized",
 								children: "Unrealized Gains"
 							}),
-							/* @__PURE__ */ v(W, {
+							/* @__PURE__ */ y(ke, {
 								value: "realized",
 								children: "Realized Activity"
 							})
 						]
 					}),
-					/* @__PURE__ */ v(U, {
+					/* @__PURE__ */ y(De, {
 						value: "opportunities",
-						children: /* @__PURE__ */ y(S, { children: [/* @__PURE__ */ y(T, { children: [/* @__PURE__ */ y(E, {
+						children: /* @__PURE__ */ b(C, { children: [/* @__PURE__ */ b(E, { children: [/* @__PURE__ */ b(D, {
 							className: "flex items-center gap-2",
-							children: [/* @__PURE__ */ v(me, {
+							children: [/* @__PURE__ */ y(pe, {
 								className: "h-5 w-5",
 								"aria-hidden": "true"
 							}), "Tax-opportunity insights"]
-						}), /* @__PURE__ */ v(w, { children: "Tax-loss harvesting and other tax signals detected across your accounts and portfolios." })] }), /* @__PURE__ */ v(C, { children: c ? /* @__PURE__ */ v(ie, {}) : d ? /* @__PURE__ */ v(ne, { onRetry: () => oe() }) : X.length === 0 ? /* @__PURE__ */ v(s, {
-							icon: /* @__PURE__ */ v(de, {
+						}), /* @__PURE__ */ y(T, { children: "Tax-loss harvesting and other tax signals detected across your accounts and portfolios." })] }), /* @__PURE__ */ y(w, { children: ae ? /* @__PURE__ */ y(l, {}) : se ? /* @__PURE__ */ y(c, { onRetry: () => ue() }) : Z.length === 0 ? /* @__PURE__ */ y(s, {
+							icon: /* @__PURE__ */ y(de, {
 								className: "size-6",
 								"aria-hidden": "true"
 							}),
 							title: "No tax opportunities yet",
 							description: "Tax-opportunity insights appear here as the backend generates them from your holdings. You can also flag one manually.",
-							action: $ ? /* @__PURE__ */ y(x, {
+							action: Ke ? /* @__PURE__ */ b(S, {
 								size: "sm",
-								onClick: Ie,
-								children: [/* @__PURE__ */ v(me, {
+								onClick: qe,
+								children: [/* @__PURE__ */ y(pe, {
 									className: "size-4",
 									"aria-hidden": "true"
 								}), "New tax insight"]
 							}) : void 0
-						}) : /* @__PURE__ */ v("div", {
+						}) : /* @__PURE__ */ b("div", {
 							className: "space-y-3",
-							children: X.map((e) => /* @__PURE__ */ v(je, {
+							children: [Z.map((e) => /* @__PURE__ */ y(Ie, {
 								insight: e,
-								actionPending: Re,
-								onAcknowledge: () => D.mutate(e.id),
-								onResolve: () => k.mutate(e.id),
-								onDismiss: () => O.mutate(e.id)
-							}, e.id))
+								actionPending: Ye,
+								onAcknowledge: () => M.mutate(e.id),
+								onResolve: () => Ne.mutate(e.id),
+								onDismiss: () => ze(e)
+							}, e.id)), /* @__PURE__ */ y(ne, {
+								hasMore: d,
+								onClick: m,
+								loading: oe,
+								label: "Load more insights"
+							})]
 						}) })] })
 					}),
-					/* @__PURE__ */ v(U, {
+					/* @__PURE__ */ y(De, {
 						value: "unrealized",
-						children: /* @__PURE__ */ v(Ae, { accounts: h })
+						children: /* @__PURE__ */ y(Pe, { accounts: O })
 					}),
-					/* @__PURE__ */ v(U, {
+					/* @__PURE__ */ y(De, {
 						value: "realized",
-						children: /* @__PURE__ */ y(S, { children: [/* @__PURE__ */ y(T, { children: [/* @__PURE__ */ y(E, {
+						children: /* @__PURE__ */ b(C, { children: [/* @__PURE__ */ b(E, { children: [/* @__PURE__ */ b(D, {
 							className: "flex items-center gap-2",
-							children: [/* @__PURE__ */ v(fe, {
+							children: [/* @__PURE__ */ y(fe, {
 								className: "h-5 w-5",
 								"aria-hidden": "true"
 							}), "Realized activity"]
-						}), /* @__PURE__ */ v(w, { children: "Realized sales, dividends and interest — the taxable events recorded on your accounts." })] }), /* @__PURE__ */ v(C, {
+						}), /* @__PURE__ */ y(T, { children: "Realized sales, dividends and interest — the taxable events recorded on your accounts." })] }), /* @__PURE__ */ y(w, {
 							className: "space-y-6",
-							children: se ? /* @__PURE__ */ v(ie, {}) : ue ? /* @__PURE__ */ v(ne, { onRetry: () => pe() }) : Z.length === 0 && Q.length === 0 ? /* @__PURE__ */ v(s, {
-								icon: /* @__PURE__ */ v(fe, {
+							children: me ? /* @__PURE__ */ y(l, {}) : v ? /* @__PURE__ */ y(c, { onRetry: () => he() }) : Q.length === 0 && $.length === 0 ? /* @__PURE__ */ y(s, {
+								icon: /* @__PURE__ */ y(fe, {
 									className: "size-6",
 									"aria-hidden": "true"
 								}),
 								title: "No taxable activity recorded",
 								description: "Sales, dividends and interest show up here once transactions are recorded against your accounts."
-							}) : /* @__PURE__ */ y(he, { children: [/* @__PURE__ */ y("div", {
+							}) : /* @__PURE__ */ b(ge, { children: [/* @__PURE__ */ b("div", {
 								className: "space-y-2",
-								children: [/* @__PURE__ */ y("div", {
+								children: [/* @__PURE__ */ b("div", {
 									className: "flex items-center gap-2",
 									children: [
-										/* @__PURE__ */ v(le, {
+										/* @__PURE__ */ y(le, {
 											className: "size-4 text-text-secondary",
 											"aria-hidden": "true"
 										}),
-										/* @__PURE__ */ v("h3", {
+										/* @__PURE__ */ y("h3", {
 											className: "text-sm font-semibold text-text-primary",
 											children: "Realized sales"
 										}),
-										/* @__PURE__ */ v(b, {
+										/* @__PURE__ */ y(x, {
 											variant: "secondary",
-											children: Z.length
+											children: Q.length
 										})
 									]
-								}), Z.length === 0 ? /* @__PURE__ */ v("p", {
+								}), Q.length === 0 ? /* @__PURE__ */ y("p", {
 									className: "text-sm text-text-secondary",
 									children: "No sales recorded."
-								}) : /* @__PURE__ */ v("div", {
+								}) : /* @__PURE__ */ y("div", {
 									className: "overflow-x-auto",
-									children: /* @__PURE__ */ y(L, { children: [/* @__PURE__ */ v(V, { children: /* @__PURE__ */ y(H, { children: [
-										/* @__PURE__ */ v(B, { children: "Symbol" }),
-										/* @__PURE__ */ v(B, {
+									children: /* @__PURE__ */ b(B, { children: [/* @__PURE__ */ y(U, { children: /* @__PURE__ */ b(W, { children: [
+										/* @__PURE__ */ y(H, { children: "Symbol" }),
+										/* @__PURE__ */ y(H, {
 											className: "text-right",
 											children: "Quantity"
 										}),
-										/* @__PURE__ */ v(B, {
+										/* @__PURE__ */ y(H, {
 											className: "text-right",
 											children: "Price"
 										}),
-										/* @__PURE__ */ v(B, {
+										/* @__PURE__ */ y(H, {
 											className: "text-right",
 											children: "Proceeds"
 										}),
-										/* @__PURE__ */ v(B, { children: "Trade date" })
-									] }) }), /* @__PURE__ */ v(R, { children: Z.map((e) => /* @__PURE__ */ y(H, { children: [
-										/* @__PURE__ */ v(z, {
+										/* @__PURE__ */ y(H, { children: "Trade date" })
+									] }) }), /* @__PURE__ */ y(Te, { children: Q.map((e) => /* @__PURE__ */ b(W, { children: [
+										/* @__PURE__ */ y(V, {
 											className: "font-medium text-text-primary",
 											children: e.symbol ?? "—"
 										}),
-										/* @__PURE__ */ v(z, {
+										/* @__PURE__ */ y(V, {
 											className: "text-right text-text-secondary",
 											children: e.quantity
 										}),
-										/* @__PURE__ */ v(z, {
+										/* @__PURE__ */ y(V, {
 											className: "text-right text-text-secondary",
-											children: u(e.price, e.currency)
+											children: p(e.price, e.currency)
 										}),
-										/* @__PURE__ */ v(z, {
+										/* @__PURE__ */ y(V, {
 											className: "text-right font-medium text-text-primary",
-											children: u(e.amount, e.currency)
+											children: p(e.amount, e.currency)
 										}),
-										/* @__PURE__ */ v(z, {
+										/* @__PURE__ */ y(V, {
 											className: "text-text-secondary",
-											children: l(e.tradeDate)
+											children: f(e.tradeDate)
 										})
 									] }, e.id)) })] })
 								})]
-							}), /* @__PURE__ */ y("div", {
+							}), /* @__PURE__ */ b("div", {
 								className: "space-y-2",
-								children: [/* @__PURE__ */ y("div", {
+								children: [/* @__PURE__ */ b("div", {
 									className: "flex items-center gap-2",
 									children: [
-										/* @__PURE__ */ v(ce, {
+										/* @__PURE__ */ y(ce, {
 											className: "size-4 text-text-secondary",
 											"aria-hidden": "true"
 										}),
-										/* @__PURE__ */ v("h3", {
+										/* @__PURE__ */ y("h3", {
 											className: "text-sm font-semibold text-text-primary",
 											children: "Dividends & interest"
 										}),
-										/* @__PURE__ */ v(b, {
+										/* @__PURE__ */ y(x, {
 											variant: "secondary",
-											children: Q.length
+											children: $.length
 										})
 									]
-								}), Q.length === 0 ? /* @__PURE__ */ v("p", {
+								}), $.length === 0 ? /* @__PURE__ */ y("p", {
 									className: "text-sm text-text-secondary",
 									children: "No income recorded."
-								}) : /* @__PURE__ */ v("div", {
+								}) : /* @__PURE__ */ y("div", {
 									className: "overflow-x-auto",
-									children: /* @__PURE__ */ y(L, { children: [/* @__PURE__ */ v(V, { children: /* @__PURE__ */ y(H, { children: [
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-										/* @__PURE__ */ v(B, {
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+										/* @__PURE__ */ y(H, { children: "Symbol" }),
+										/* @__PURE__ */ y(H, {
 											className: "text-right",
 											children: "Amount"
 										}),
-										/* @__PURE__ */ v(B, { children: "Trade date" })
-									] }) }), /* @__PURE__ */ v(R, { children: Q.map((e) => /* @__PURE__ */ y(H, { children: [
-										/* @__PURE__ */ v(z, { children: /* @__PURE__ */ v(b, {
+										/* @__PURE__ */ y(H, { children: "Trade date" })
+									] }) }), /* @__PURE__ */ y(Te, { children: $.map((e) => /* @__PURE__ */ b(W, { children: [
+										/* @__PURE__ */ y(V, { children: /* @__PURE__ */ y(x, {
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 											children: G(e.type)
 										}) }),
-										/* @__PURE__ */ v(z, {
+										/* @__PURE__ */ y(V, {
 											className: "text-text-secondary",
 											children: e.symbol ?? "—"
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-										/* @__PURE__ */ v(z, {
+										/* @__PURE__ */ y(V, {
 											className: "text-right font-medium text-status-success-text",
-											children: u(e.amount, e.currency)
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 										}),
-										/* @__PURE__ */ v(z, {
+										/* @__PURE__ */ y(V, {
 											className: "text-text-secondary",
-											children: l(e.tradeDate)
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 										})
 									] }, e.id)) })] })
 								})]
@@ -280,87 +294,87 @@ function J() {
 					})
 				]
 			}),
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-					A(e), e || Y(null);
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 						className: "size-4",
 						"aria-hidden": "true"
 					}), "Resolve"]
 				}),
-				/* @__PURE__ */ y(k, {
+				/* @__PURE__ */ b(A, {
 					className: "text-status-error-text",
 					onClick: i,
-					children: [/* @__PURE__ */ v(_, {
+					children: [/* @__PURE__ */ y(he, {
 						className: "size-4",
 						"aria-hidden": "true"
 					}), "Dismiss"]
@@ -642,6 +675,6 @@ function je({ insight: e, actionPending: t, onAcknowledge: n, onResolve: r, onDi
 	});
 }
 //#endregion
-export { J as TaxPage };
+export { Ne as TaxPage };
 
 //# sourceMappingURL=TaxPage.js.map