@burdenoff/microfe-brainyrich 2026.705.1 → 2026.706.2

package/dist/brainyrich/pages/ReportsPage.js

@@ -1,398 +1,1017 @@
-import { tWithFallback as e } from "../utils/i18n.js";
-import { useNetWorthSummary as t, usePortfolios as n, useTransactions as r } from "../hooks/useBrainyRichApi.js";
-import { AllocationBars as i, EmptyState as a, ErrorState as o, KpiGrid as s, LoadingState as c, SectionShell as l, deltaToneClass as u, formatDate as d, formatMoney as f } from "./_shared.js";
-import { useMemo as p, useState as m } from "react";
-import { ChevronDown as h, Download as g, FileText as _, Layers as v, Printer as y, Receipt as b, Wallet as x } from "lucide-react";
-import { useI18n as S } from "@burdenoff/fe-libs/shared/providers/shell/I18nProvider";
-import { jsx as C, jsxs as w } from "react/jsx-runtime";
-import { Badge as T, Button as E, Card as D, CardContent as O, CardDescription as k, CardHeader as A, CardTitle as j, DropdownMenu as M, DropdownMenuContent as N, DropdownMenuItem as P, DropdownMenuTrigger as F, Table as I, TableBody as L, TableCell as R, TableHead as z, TableHeader as B, TableRow as V, Tabs as H, TabsList as U, TabsTrigger as W } from "@burdenoff/fe-libs/ui";
+import { useBrainyRich as e } from "../providers/BrainyRichProvider.js";
+import { tWithFallback as t } from "../utils/i18n.js";
+import { fetchAllAccounts as n, useAccounts as r, useAllTransactions as i, useGoalFundings as a, useGoals as o, useHouseholds as s, useNetWorthSummary as c } from "../hooks/useBrainyRichApi.js";
+import { DonutChart as l, FadeIn as u, GlassCard as d, ProgressRing as f, Sparkline as p, StatTile as m, TrendBars as h } from "../components/viz.js";
+import { EmptyState as g, ErrorState as _, LoadingState as v, SectionShell as ee, deltaToneClass as y, formatCompact as b, formatDate as x, formatMoney as S, statusBadgeVariant as C } from "./_shared.js";
+import { useMemo as w, useState as te } from "react";
+import { ChevronDown as ne, Download as re, FileText as T, Layers as E, Printer as ie, Receipt as D, Target as O, TrendingUp as k, Users as A, Wallet as j } from "lucide-react";
+import { useI18n as ae } from "@burdenoff/fe-libs/shared/providers/shell/I18nProvider";
+import { useQuery as M } from "@tanstack/react-query";
+import { jsx as N, jsxs as P } from "react/jsx-runtime";
+import { Badge as F, Button as I, Card as L, CardContent as R, CardDescription as z, CardHeader as B, CardTitle as V, DropdownMenu as oe, DropdownMenuContent as se, DropdownMenuItem as H, DropdownMenuTrigger as ce, Skeleton as U, Table as W, TableBody as G, TableCell as K, TableHead as q, TableHeader as J, TableRow as Y, Tabs as le, TabsList as ue, TabsTrigger as X } from "@burdenoff/fe-libs/ui";
+import { graphqlFetch as de } from "@burdenoff/fe-libs/shared/graphql";
 //#region src/brainyrich/pages/ReportsPage.tsx
-function G(e, t) {
+var fe = {
+	EQUITY: "Equity",
+	FIXED_INCOME: "Fixed Income",
+	CASH: "Cash",
+	REAL_ESTATE: "Real Estate",
+	COMMODITY: "Commodity",
+	CRYPTO: "Crypto",
+	ALTERNATIVE: "Alternatives"
+}, pe = {
+	EQUITY: "brand",
+	FIXED_INCOME: "blue",
+	CASH: "teal",
+	REAL_ESTATE: "warning",
+	COMMODITY: "indigo",
+	CRYPTO: "purple",
+	ALTERNATIVE: "info"
+};
+function Z(e) {
+	return fe[e] ?? e.replace(/_/g, " ");
+}
+var me = [
+	"DEPOSIT",
+	"DIVIDEND",
+	"INTEREST",
+	"SELL"
+], he = [
+	"WITHDRAWAL",
+	"FEE",
+	"BUY"
+];
+function ge(e) {
+	let t = new Date(e);
+	return Number.isNaN(t.getTime()) ? null : `${t.getFullYear()}-${String(t.getMonth() + 1).padStart(2, "0")}`;
+}
+function _e(e) {
+	let [t, n] = e.split("-").map(Number);
+	return new Intl.DateTimeFormat("en-US", { month: "short" }).format(new Date(t, n - 1, 1));
+}
+function ve(e, t = 6) {
+	let n = /* @__PURE__ */ new Map();
+	for (let t of e) {
+		let e = ge(t.tradeDate);
+		if (!e) continue;
+		let r = n.get(e) ?? {
+			inflow: 0,
+			outflow: 0
+		}, i = Math.abs(t.amount);
+		me.includes(t.type) ? r.inflow += i : he.includes(t.type) && (r.outflow += i), n.set(e, r);
+	}
+	let r = Array.from(n.keys()).sort().slice(-t), i = r.map((e) => {
+		let t = n.get(e);
+		return {
+			label: _e(e),
+			inflow: t.inflow,
+			outflow: t.outflow
+		};
+	}), a = 0;
+	return {
+		bars: i,
+		netSeries: r.map((e) => {
+			let t = n.get(e);
+			return a += t.inflow - t.outflow, a;
+		})
+	};
+}
+function ye(e) {
+	let t = 0, n = 0;
+	for (let r of e) {
+		let e = Math.abs(r.amount);
+		me.includes(r.type) ? t += e : he.includes(r.type) && (n += e);
+	}
+	return {
+		inflow: t,
+		outflow: n,
+		net: t - n
+	};
+}
+function be(e, t) {
+	let n = /* @__PURE__ */ new Map(), r = 0;
+	for (let t of e) n.set(t.id, t.cashBalance), r += t.cashBalance;
+	let i = 0, a = /* @__PURE__ */ new Map();
+	for (let e of t) i += e.marketValue, a.set(e.assetClass, (a.get(e.assetClass) ?? 0) + e.marketValue), n.set(e.accountId, (n.get(e.accountId) ?? 0) + e.marketValue);
+	let o = Array.from(a.entries()).sort((e, t) => t[1] - e[1]).map(([e, t]) => ({
+		label: Z(e),
+		value: t,
+		tone: pe[e]
+	}));
+	return {
+		netWorth: r + i,
+		invested: i,
+		cash: r,
+		allocation: o,
+		accountValues: n
+	};
+}
+function xe(e) {
+	switch (e) {
+		case "AHEAD": return "success";
+		case "BEHIND": return "warning";
+		case "AT_RISK": return "error";
+		default: return "brand";
+	}
+}
+function Q(e, t) {
 	let n = (e) => {
 		let t = String(e ?? "");
 		return /[",\n]/.test(t) ? `"${t.replace(/"/g, "\"\"")}"` : t;
 	};
 	return [e, ...t].map((e) => e.map(n).join(",")).join("\n");
 }
-function K(e, t) {
+function $(e, t) {
 	let n = new Blob([t], { type: "text/csv;charset=utf-8;" }), r = URL.createObjectURL(n), i = document.createElement("a");
 	i.href = r, i.download = e, document.body.appendChild(i), i.click(), document.body.removeChild(i), URL.revokeObjectURL(r);
 }
-function q() {
-	let { t: i } = S(), a = (t, n, r) => e(i, t, n, r), [o, c] = m("networth"), u = t(), _ = n(), T = r(), D = u.data, O = D?.currency ?? "USD", k = p(() => _.data.flatMap((e) => e.holdings ?? []).slice().sort((e, t) => t.marketValue - e.marketValue), [_.data]), A = p(() => T.data.slice().sort((e, t) => new Date(t.tradeDate).getTime() - new Date(e.tradeDate).getTime()), [T.data]), j = D ? [
-		{
-			label: a("brainyrich.reports.kpis.netWorth", "Net Worth"),
-			value: f(D.totalNetWorth, O)
-		},
-		{
-			label: a("brainyrich.reports.kpis.marketValue", "Invested Value"),
-			value: f(D.totalMarketValue, O)
-		},
-		{
-			label: a("brainyrich.reports.kpis.holdings", "Holdings on Schedule"),
-			value: String(k.length)
-		},
-		{
-			label: a("brainyrich.reports.kpis.transactions", "Ledger Entries"),
-			value: String(A.length)
+function Se(e) {
+	return e.toLowerCase().replace(/[^a-z0-9]+/g, "-").replace(/^-+|-+$/g, "") || "household";
+}
+var Ce = "query BraReportHoldings($accountId: ID) {\n  braListHoldings(accountId: $accountId) {\n    id workspaceId accountId portfolioId symbol name assetClass quantity lastPrice\n    costBasis marketValue currency asOf createdAt updatedAt\n  }\n}";
+function we() {
+	let { apiGatewayUrl: t } = e(), r = M({
+		queryKey: [
+			"brainyrich",
+			"holdings",
+			"report-all"
+		],
+		queryFn: async () => {
+			let e = await n(t);
+			return (await Promise.all(e.map(async (e) => {
+				let n = await de({
+					gateway: "workspace",
+					baseUrl: t,
+					query: Ce,
+					variables: { accountId: e.id },
+					workspaceToken: !0
+				});
+				if (n.errors?.length) throw Error(n.errors[0]?.message ?? "Failed to load holdings");
+				return n.data?.braListHoldings ?? [];
+			}))).flat();
 		}
-	] : [{
-		label: a("brainyrich.reports.kpis.holdings", "Holdings on Schedule"),
-		value: String(k.length)
-	}, {
-		label: a("brainyrich.reports.kpis.transactions", "Ledger Entries"),
-		value: String(A.length)
-	}];
-	return /* @__PURE__ */ w(l, {
-		title: a("brainyrich.reports.title", "Reports & Statements"),
-		description: a("brainyrich.reports.description", "Generate statements directly from your live portfolio data — no fabricated schedules."),
-		actions: /* @__PURE__ */ w(M, { children: [/* @__PURE__ */ C(F, {
+	});
+	return {
+		...r,
+		data: r.data ?? []
+	};
+}
+function Te() {
+	let { t: e } = ae(), n = (n, r, i) => t(e, n, r, i), [a, l] = te("networth"), [d, f] = te(), p = c(), h = we(), g = i(), _ = s(), v = p.data, y = v?.currency ?? "USD", b = _.data, C = d ?? b[0]?.id, T = b.find((e) => e.id === C), O = r({ householdId: C }), M = o({ householdId: C }), F = O.data, L = M.data, R = w(() => h.data.slice().sort((e, t) => t.marketValue - e.marketValue), [h.data]), z = w(() => g.data.slice().sort((e, t) => new Date(t.tradeDate).getTime() - new Date(e.tradeDate).getTime()), [g.data]), B = w(() => ve(z), [z]), V = w(() => new Set(F.map((e) => e.id)), [F]), U = w(() => R.filter((e) => V.has(e.accountId)).slice().sort((e, t) => t.marketValue - e.marketValue), [R, V]), W = w(() => z.filter((e) => V.has(e.accountId)), [z, V]), G = w(() => be(F, U), [F, U]), K = w(() => R.reduce((e, t) => e + (t.marketValue - t.costBasis), 0), [R]), q = () => {
+		if (a === "networth") {
+			if (!v) return;
+			$("brainyrich-net-worth-statement.csv", Q([
+				"Metric",
+				"Amount",
+				"Currency"
+			], [
+				[
+					"Total Net Worth",
+					v.totalNetWorth,
+					y
+				],
+				[
+					"Total Market Value",
+					v.totalMarketValue,
+					y
+				],
+				[
+					"Total Cash",
+					v.totalCash,
+					y
+				],
+				[
+					"Account Count",
+					v.accountCount,
+					""
+				],
+				...v.byAssetClass.map((e) => [
+					`Asset Class: ${Z(e.assetClass)}`,
+					e.marketValue,
+					y
+				])
+			]));
+			return;
+		}
+		if (a === "holdings") {
+			$("brainyrich-holdings-schedule.csv", Q([
+				"Symbol",
+				"Name",
+				"Asset Class",
+				"Quantity",
+				"Cost Basis",
+				"Market Value",
+				"Currency"
+			], R.map((e) => [
+				e.symbol,
+				e.name ?? "",
+				Z(e.assetClass),
+				e.quantity,
+				e.costBasis,
+				e.marketValue,
+				e.currency
+			])));
+			return;
+		}
+		if (a === "statement") {
+			if (!T) return;
+			let e = T.currency ?? y, t = [
+				"Section",
+				"Label",
+				"Amount",
+				"Currency"
+			], n = [
+				[
+					"Summary",
+					"Net Worth",
+					G.netWorth,
+					e
+				],
+				[
+					"Summary",
+					"Invested Value",
+					G.invested,
+					e
+				],
+				[
+					"Summary",
+					"Cash & Liquidity",
+					G.cash,
+					e
+				],
+				...G.allocation.map((t) => [
+					"Allocation",
+					t.label,
+					t.value,
+					e
+				]),
+				...U.map((e) => [
+					"Holding",
+					`${e.symbol}${e.name ? ` — ${e.name}` : ""}`,
+					e.marketValue,
+					e.currency
+				]),
+				...L.map((e) => [
+					"Goal",
+					e.name,
+					e.targetAmount,
+					e.currency
+				])
+			];
+			$(`brainyrich-${Se(T.name)}-statement.csv`, Q(t, n));
+			return;
+		}
+		$("brainyrich-transaction-ledger.csv", Q([
+			"Trade Date",
+			"Type",
+			"Symbol",
+			"Quantity",
+			"Price",
+			"Amount",
+			"Fee",
+			"Currency"
+		], z.map((e) => [
+			x(e.tradeDate),
+			e.type,
+			e.symbol ?? "",
+			e.quantity,
+			e.price,
+			e.amount,
+			e.fee,
+			e.currency
+		])));
+	}, J = a === "networth" && (p.isLoading || !v) || a === "holdings" && (h.isLoading || R.length === 0) || a === "transactions" && (g.isLoading || z.length === 0) || a === "statement" && (!T || O.isLoading);
+	return /* @__PURE__ */ P(ee, {
+		title: n("brainyrich.reports.title", "Reports & Statements"),
+		description: n("brainyrich.reports.description", "Generate statements directly from your live portfolio data — no fabricated schedules."),
+		actions: /* @__PURE__ */ P(oe, { children: [/* @__PURE__ */ N(ce, {
 			asChild: !0,
-			children: /* @__PURE__ */ w(E, {
+			children: /* @__PURE__ */ P(I, {
 				size: "sm",
+				disabled: J,
+				"aria-label": n("brainyrich.reports.actions.export", "Print / Export"),
 				children: [
-					/* @__PURE__ */ C(g, {
+					/* @__PURE__ */ N(re, {
 						className: "size-4",
 						"aria-hidden": "true"
 					}),
-					a("brainyrich.reports.actions.export", "Print / Export"),
-					/* @__PURE__ */ C(h, {
+					n("brainyrich.reports.actions.export", "Print / Export"),
+					/* @__PURE__ */ N(ne, {
 						className: "size-4",
 						"aria-hidden": "true"
 					})
 				]
 			})
-		}), /* @__PURE__ */ w(N, {
+		}), /* @__PURE__ */ P(se, {
 			align: "end",
-			children: [/* @__PURE__ */ w(P, {
-				onSelect: () => {
-					if (o === "networth") {
-						if (!D) return;
-						K("brainyrich-net-worth-statement.csv", G([
-							"Metric",
-							"Amount",
-							"Currency"
-						], [
-							[
-								"Total Net Worth",
-								D.totalNetWorth,
-								O
-							],
-							[
-								"Total Market Value",
-								D.totalMarketValue,
-								O
-							],
-							[
-								"Total Cash",
-								D.totalCash,
-								O
-							],
-							[
-								"Account Count",
-								D.accountCount,
-								""
-							],
-							...D.byAssetClass.map((e) => [
-								`Asset Class: ${e.assetClass.replace(/_/g, " ")}`,
-								e.marketValue,
-								O
-							])
-						]));
-						return;
-					}
-					if (o === "holdings") {
-						K("brainyrich-holdings-schedule.csv", G([
-							"Symbol",
-							"Name",
-							"Asset Class",
-							"Quantity",
-							"Cost Basis",
-							"Market Value",
-							"Currency"
-						], k.map((e) => [
-							e.symbol,
-							e.name ?? "",
-							e.assetClass.replace(/_/g, " "),
-							e.quantity,
-							e.costBasis,
-							e.marketValue,
-							e.currency
-						])));
-						return;
-					}
-					K("brainyrich-transaction-ledger.csv", G([
-						"Trade Date",
-						"Type",
-						"Symbol",
-						"Quantity",
-						"Price",
-						"Amount",
-						"Fee",
-						"Currency"
-					], A.map((e) => [
-						d(e.tradeDate),
-						e.type,
-						e.symbol ?? "",
-						e.quantity,
-						e.price,
-						e.amount,
-						e.fee,
-						e.currency
-					])));
-				},
-				children: [/* @__PURE__ */ C(g, {
+			children: [/* @__PURE__ */ P(H, {
+				onSelect: q,
+				children: [/* @__PURE__ */ N(re, {
 					className: "size-4",
 					"aria-hidden": "true"
-				}), a("brainyrich.reports.actions.downloadCsv", "Download CSV")]
-			}), /* @__PURE__ */ w(P, {
+				}), n("brainyrich.reports.actions.downloadCsv", "Download CSV")]
+			}), /* @__PURE__ */ P(H, {
 				onSelect: () => window.print(),
-				children: [/* @__PURE__ */ C(y, {
+				children: [/* @__PURE__ */ N(ie, {
 					className: "size-4",
 					"aria-hidden": "true"
-				}), a("brainyrich.reports.actions.print", "Print statement")]
+				}), n("brainyrich.reports.actions.print", "Print statement")]
 			})]
 		})] }),
 		children: [
-			/* @__PURE__ */ C(s, { items: j }),
-			/* @__PURE__ */ C(H, {
-				value: o,
-				onValueChange: (e) => c(e),
-				children: /* @__PURE__ */ w(U, { children: [
-					/* @__PURE__ */ w(W, {
+			/* @__PURE__ */ N(u, { children: /* @__PURE__ */ P("div", {
+				className: "grid gap-4 md:grid-cols-2 xl:grid-cols-4",
+				children: [
+					/* @__PURE__ */ N(m, {
+						label: n("brainyrich.reports.kpis.netWorth", "Net Worth"),
+						value: v ? S(v.totalNetWorth, y) : "—",
+						spark: B.netSeries,
+						glow: !0
+					}),
+					/* @__PURE__ */ N(m, {
+						label: n("brainyrich.reports.kpis.marketValue", "Invested Value"),
+						value: v ? S(v.totalMarketValue, y) : "—",
+						icon: /* @__PURE__ */ N(k, {
+							className: "size-4",
+							"aria-hidden": "true"
+						})
+					}),
+					/* @__PURE__ */ N(m, {
+						label: n("brainyrich.reports.kpis.holdings", "Holdings on Schedule"),
+						value: String(R.length),
+						icon: /* @__PURE__ */ N(E, {
+							className: "size-4",
+							"aria-hidden": "true"
+						})
+					}),
+					/* @__PURE__ */ N(m, {
+						label: n("brainyrich.reports.kpis.transactions", "Ledger Entries"),
+						value: String(z.length),
+						icon: /* @__PURE__ */ N(D, {
+							className: "size-4",
+							"aria-hidden": "true"
+						})
+					})
+				]
+			}) }),
+			/* @__PURE__ */ N(le, {
+				value: a,
+				onValueChange: (e) => l(e),
+				children: /* @__PURE__ */ P(ue, { children: [
+					/* @__PURE__ */ P(X, {
 						value: "networth",
-						children: [/* @__PURE__ */ C(x, {
+						children: [/* @__PURE__ */ N(j, {
 							className: "size-4",
 							"aria-hidden": "true"
-						}), a("brainyrich.reports.tabs.netWorth", "Net Worth")]
+						}), n("brainyrich.reports.tabs.netWorth", "Net Worth")]
 					}),
-					/* @__PURE__ */ w(W, {
+					/* @__PURE__ */ P(X, {
 						value: "holdings",
-						children: [/* @__PURE__ */ C(v, {
+						children: [/* @__PURE__ */ N(E, {
 							className: "size-4",
 							"aria-hidden": "true"
-						}), a("brainyrich.reports.tabs.holdings", "Holdings")]
+						}), n("brainyrich.reports.tabs.holdings", "Holdings")]
 					}),
-					/* @__PURE__ */ w(W, {
+					/* @__PURE__ */ P(X, {
 						value: "transactions",
-						children: [/* @__PURE__ */ C(b, {
+						children: [/* @__PURE__ */ N(D, {
+							className: "size-4",
+							"aria-hidden": "true"
+						}), n("brainyrich.reports.tabs.ledger", "Ledger")]
+					}),
+					/* @__PURE__ */ P(X, {
+						value: "statement",
+						children: [/* @__PURE__ */ N(A, {
 							className: "size-4",
 							"aria-hidden": "true"
-						}), a("brainyrich.reports.tabs.ledger", "Ledger")]
+						}), n("brainyrich.reports.tabs.statement", "Client Statement")]
 					})
 				] })
 			}),
-			o === "networth" ? /* @__PURE__ */ C(J, {
-				query: u,
-				translate: a
-			}) : o === "holdings" ? /* @__PURE__ */ C(X, {
-				query: _,
-				holdings: k,
-				translate: a
-			}) : /* @__PURE__ */ C(Z, {
-				query: T,
-				transactions: A,
-				translate: a
+			a === "networth" ? /* @__PURE__ */ N(Ee, {
+				query: p,
+				cashflow: B.bars,
+				netSeries: B.netSeries,
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+		]
+	});
 }
 //#endregion
-export { q as ReportsPage };
+export { Te as ReportsPage };
 
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