@burdenoff/microfe-brainyrich 2026.705.1 → 2026.706.2

package/dist/brainyrich/pages/TaxPage.js

@@ -1,366 +1,531 @@
-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 s } from "../components/ConfirmDialog.js";
+import { DonutChart as re, FadeIn as c, GlassCard as l, LifecycleStepper as ie, MiniAreaChart as u, StatTile as d } from "../components/viz.js";
+import "../components/index.js";
+import { AllocationBars as f, EmptyState as p, ErrorState as ae, LoadingState as m, SectionShell as oe, deltaToneClass as se, formatDate as h, formatMoney as g, statusBadgeVariant as ce } from "./_shared.js";
+import { useMemo as _, useState as v } from "react";
+import { ArrowDownRight as le, ArrowUpRight as ue, Check as de, Coins as fe, Landmark as pe, MoreHorizontal as y, Receipt as me, ReceiptText as he, Scissors as b, ShieldCheck as ge, Sparkles as _e, TrendingDown as ve, TrendingUp as x, X as ye } from "lucide-react";
+import { Fragment as S, 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 be, CardHeader as xe, CardTitle as Se, Dialog as Ce, DialogClose as we, DialogContent as Te, DialogDescription as Ee, DialogFooter as De, DialogHeader as Oe, DialogTitle as ke, DropdownMenu as Ae, DropdownMenuContent as k, DropdownMenuItem as A, DropdownMenuLabel as je, DropdownMenuSeparator as j, DropdownMenuTrigger as Me, Input as Ne, Label as M, Select as Pe, SelectContent as Fe, SelectItem as N, SelectTrigger as Ie, SelectValue as Le, Table as P, TableBody as F, TableCell as I, TableHead as L, TableHeader as R, TableRow as z, Tabs as Re, TabsContent as B, TabsList as ze, TabsTrigger as V, Textarea as Be } from "@burdenoff/fe-libs/ui";
 //#region src/brainyrich/pages/TaxPage.tsx
-var ke = [
+var Ve = [
 	"INFO",
 	"LOW",
 	"MEDIUM",
 	"HIGH",
 	"CRITICAL"
 ];
-function G(e) {
+function H(e) {
 	return e.toLowerCase().split("_").map((e) => e.charAt(0).toUpperCase() + e.slice(1)).join(" ");
 }
-function K(e) {
+function U(e) {
 	return e.marketValue - e.costBasis;
 }
-var q = {
+function He(e) {
+	switch (e) {
+		case "CRITICAL": return "error";
+		case "HIGH": return "warning";
+		case "MEDIUM": return "info";
+		case "LOW": return "teal";
+		default: return "neutral";
+	}
+}
+var Ue = {
 	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 W() {
+	let { items: a, hasMore: f, loadMore: se, isLoading: ce, isFetchingNextPage: le, isError: ue, refetch: de } = o(), { data: y, isLoading: ge, isError: ye, refetch: Ae } = n(), { data: k, isLoading: A } = t(), { data: je } = ee(), j = r(), Me = e(), W = i(), G = te(), [qe, K] = v(!1), [q, J] = v(Ue), [Je, Y] = v(null), [X, Ye] = v(null), Xe = _(() => a.filter((e) => e.type === "TAX_OPPORTUNITY"), [a]), Z = _(() => Xe.filter((e) => e.status === "OPEN"), [Xe]), Ze = _(() => [
+		"CRITICAL",
+		"HIGH",
+		"MEDIUM",
+		"LOW",
+		"INFO"
+	].map((e) => ({
+		label: H(e),
+		value: Z.filter((t) => t.severity === e).length,
+		tone: He(e)
+	})).filter((e) => e.value > 0), [Z]), Q = _(() => y.filter((e) => e.type === "SELL"), [y]), $ = _(() => y.filter((e) => e.type === "DIVIDEND" || e.type === "INTEREST"), [y]), Qe = Q.reduce((e, t) => e + t.amount, 0), $e = $.reduce((e, t) => e + t.amount, 0), et = Q[0]?.currency ?? $[0]?.currency ?? "USD", tt = _(() => [...Q].sort((e, t) => new Date(e.tradeDate).getTime() - new Date(t.tradeDate).getTime()).reduce((e, t) => {
+		let n = e.length > 0 ? e[e.length - 1].y : 0;
+		return e.push({
+			x: h(t.tradeDate),
+			y: n + t.amount
+		}), e;
+	}, []), [Q]), nt = tt.map((e) => e.y), rt = _(() => k.reduce((e, t) => e + t.holdings.reduce((e, t) => e + U(t), 0), 0), [k]), it = k[0]?.currency ?? et, at = _(() => k.flatMap((e) => e.holdings.filter((e) => U(e) < 0).map((t) => ({
+		holding: t,
+		accountId: e.id,
+		accountName: e.name,
+		loss: U(t)
+	}))).sort((e, t) => e.loss - t.loss), [k]), ot = at.reduce((e, t) => e + t.loss, 0), st = at[0]?.holding.currency ?? it, ct = k.length > 0 || je.length > 0;
+	function lt() {
+		J(Ue), Y(null), K(!0);
 	}
-	function Le() {
-		let e = j.title.trim();
+	function ut(e) {
+		J({
+			title: `Harvest ${e.holding.symbol} loss`,
+			detail: `Tax-loss-harvest candidate: ${e.holding.symbol} is sitting at an unrealized loss of ${g(e.loss, e.holding.currency)}. Create a rebalance proposal to realize the loss while holding the target allocation.`,
+			severity: "MEDIUM",
+			subject: `account:${e.accountId}`
+		}), Y(null), K(!0);
+	}
+	function dt() {
+		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);
+				K(!1), J(Ue);
 			},
 			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 ft = Me.isPending || W.isPending || G.isPending;
+	return /* @__PURE__ */ w(oe, {
 		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: [`${Z.length} open opportunit${Z.length === 1 ? "y" : "ies"}`],
 		actionLabel: "New tax insight",
-		onAction: Ie,
+		onAction: lt,
 		children: [
-			/* @__PURE__ */ v(re, { items: [
-				{
-					label: "Open tax opportunities",
-					value: String(Me.length)
-				},
-				{
-					label: "Tax insights (all)",
-					value: String(X.length)
-				},
-				{
-					label: "Realized proceeds",
-					value: u(Ne, Fe),
-					trend: `${Z.length} sale${Z.length === 1 ? "" : "s"}`
-				},
-				{
-					label: "Investment income",
-					value: u(Pe, Fe),
-					trend: `${Q.length} dividend/interest`
-				}
-			] }),
-			/* @__PURE__ */ y(Ee, {
+			/* @__PURE__ */ C(c, { children: /* @__PURE__ */ w("div", {
+				className: "grid grid-cols-1 gap-4 sm:grid-cols-2 lg:grid-cols-3 xl:grid-cols-5",
+				children: [
+					/* @__PURE__ */ C(d, {
+						label: "Open opportunities",
+						value: String(Z.length),
+						icon: /* @__PURE__ */ C(_e, {
+							className: "size-4",
+							"aria-hidden": "true"
+						}),
+						glow: !0
+					}),
+					/* @__PURE__ */ C(d, {
+						label: "Realized proceeds",
+						value: g(Qe, et),
+						icon: /* @__PURE__ */ C(pe, {
+							className: "size-4",
+							"aria-hidden": "true"
+						}),
+						spark: nt.length > 1 ? nt : void 0,
+						sparkTone: "brand"
+					}),
+					/* @__PURE__ */ C(d, {
+						label: "Investment income",
+						value: g($e, et),
+						icon: /* @__PURE__ */ C(fe, {
+							className: "size-4",
+							"aria-hidden": "true"
+						})
+					}),
+					/* @__PURE__ */ C(d, {
+						label: "Harvestable loss",
+						value: A ? "—" : g(ot, st),
+						icon: /* @__PURE__ */ C(b, {
+							className: "size-4",
+							"aria-hidden": "true"
+						})
+					}),
+					/* @__PURE__ */ C(d, {
+						label: "Unrealized P/L",
+						value: A ? "—" : g(rt, it),
+						deltaTone: rt >= 0 ? "positive" : "negative",
+						icon: C(rt >= 0 ? x : ve, {
+							className: "size-4",
+							"aria-hidden": "true"
+						})
+					})
+				]
+			}) }),
+			/* @__PURE__ */ w(Re, {
 				defaultValue: "opportunities",
 				className: "space-y-4",
 				children: [
-					/* @__PURE__ */ y(De, {
-						className: "grid w-full grid-cols-3",
+					/* @__PURE__ */ w(ze, {
+						className: "grid w-full grid-cols-2 sm:grid-cols-4",
 						children: [
-							/* @__PURE__ */ v(W, {
+							/* @__PURE__ */ C(V, {
 								value: "opportunities",
-								children: "Tax Opportunities"
+								children: "Opportunities"
+							}),
+							/* @__PURE__ */ C(V, {
+								value: "harvest",
+								children: "Harvest"
 							}),
-							/* @__PURE__ */ v(W, {
+							/* @__PURE__ */ C(V, {
 								value: "unrealized",
-								children: "Unrealized Gains"
+								children: "Unrealized"
 							}),
-							/* @__PURE__ */ v(W, {
+							/* @__PURE__ */ C(V, {
 								value: "realized",
-								children: "Realized Activity"
+								children: "Realized"
 							})
 						]
 					}),
-					/* @__PURE__ */ v(U, {
+					/* @__PURE__ */ C(B, {
 						value: "opportunities",
-						children: /* @__PURE__ */ y(S, { children: [/* @__PURE__ */ y(T, { children: [/* @__PURE__ */ y(E, {
-							className: "flex items-center gap-2",
-							children: [/* @__PURE__ */ v(me, {
-								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, {
-								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, {
-								size: "sm",
-								onClick: Ie,
-								children: [/* @__PURE__ */ v(me, {
-									className: "size-4",
-									"aria-hidden": "true"
-								}), "New tax insight"]
-							}) : void 0
-						}) : /* @__PURE__ */ v("div", {
-							className: "space-y-3",
-							children: X.map((e) => /* @__PURE__ */ v(je, {
-								insight: e,
-								actionPending: Re,
-								onAcknowledge: () => D.mutate(e.id),
-								onResolve: () => k.mutate(e.id),
-								onDismiss: () => O.mutate(e.id)
-							}, e.id))
-						}) })] })
+						children: /* @__PURE__ */ w("div", {
+							className: "grid gap-4 lg:grid-cols-3",
+							children: [/* @__PURE__ */ w(D, {
+								className: "lg:col-span-2",
+								children: [/* @__PURE__ */ w(xe, { children: [/* @__PURE__ */ w(Se, {
+									className: "flex items-center gap-2",
+									children: [/* @__PURE__ */ C(_e, {
+										className: "h-5 w-5",
+										"aria-hidden": "true"
+									}), "Tax-opportunity insights"]
+								}), /* @__PURE__ */ C(be, { children: "Tax-loss harvesting and other tax signals detected across your accounts and portfolios." })] }), /* @__PURE__ */ C(O, { children: ce ? /* @__PURE__ */ C(m, {}) : ue ? /* @__PURE__ */ C(ae, { onRetry: () => de() }) : Xe.length === 0 ? /* @__PURE__ */ C(p, {
+									icon: /* @__PURE__ */ C(me, {
+										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: ct ? /* @__PURE__ */ w(E, {
+										size: "sm",
+										onClick: lt,
+										children: [/* @__PURE__ */ C(_e, {
+											className: "size-4",
+											"aria-hidden": "true"
+										}), "New tax insight"]
+									}) : void 0
+								}) : /* @__PURE__ */ w("div", {
+									className: "space-y-3",
+									children: [Xe.map((e, t) => /* @__PURE__ */ C(c, {
+										index: t,
+										children: /* @__PURE__ */ C(Ke, {
+											insight: e,
+											actionPending: ft,
+											onAcknowledge: () => Me.mutate(e.id),
+											onResolve: () => G.mutate(e.id),
+											onDismiss: () => Ye(e)
+										})
+									}, e.id)), /* @__PURE__ */ C(ne, {
+										hasMore: f,
+										onClick: se,
+										loading: le,
+										label: "Load more insights"
+									})]
+								}) })]
+							}), /* @__PURE__ */ w("div", {
+								className: "space-y-4",
+								children: [/* @__PURE__ */ w(l, {
+									glow: !0,
+									children: [/* @__PURE__ */ w("div", {
+										className: "space-y-1",
+										children: [/* @__PURE__ */ C("p", {
+											className: "text-sm font-semibold text-text-primary",
+											children: "Open-signal mix"
+										}), /* @__PURE__ */ C("p", {
+											className: "text-xs text-text-secondary",
+											children: "Live tax opportunities grouped by severity."
+										})]
+									}), /* @__PURE__ */ C("div", {
+										className: "mt-4",
+										children: Ze.length === 0 ? /* @__PURE__ */ C("p", {
+											className: "py-6 text-center text-sm text-text-secondary",
+											children: "No open opportunities."
+										}) : /* @__PURE__ */ C(re, {
+											data: Ze,
+											centerValue: String(Z.length),
+											centerLabel: "open",
+											valueFormatter: (e) => `${e} signal${e === 1 ? "" : "s"}`
+										})
+									})]
+								}), /* @__PURE__ */ w(l, { children: [
+									/* @__PURE__ */ C("p", {
+										className: "text-sm font-semibold text-text-primary",
+										children: "Harvesting workflow"
+									}),
+									/* @__PURE__ */ C("p", {
+										className: "mb-4 mt-1 text-xs text-text-secondary",
+										children: "How a loss becomes a realized tax benefit."
+									}),
+									/* @__PURE__ */ C(ie, {
+										steps: [
+											"Detect",
+											"Review",
+											"Proposal",
+											"Execute"
+										],
+										current: "Review"
+									})
+								] })]
+							})]
+						})
 					}),
-					/* @__PURE__ */ v(U, {
+					/* @__PURE__ */ C(B, {
+						value: "harvest",
+						children: /* @__PURE__ */ C(We, {
+							candidates: at,
+							harvestableLoss: ot,
+							currency: st,
+							loading: A,
+							canCreate: ct,
+							onCreateProposal: ut
+						})
+					}),
+					/* @__PURE__ */ C(B, {
 						value: "unrealized",
-						children: /* @__PURE__ */ v(Ae, { accounts: h })
+						children: /* @__PURE__ */ C(Ge, { accounts: k })
 					}),
-					/* @__PURE__ */ v(U, {
+					/* @__PURE__ */ C(B, {
 						value: "realized",
-						children: /* @__PURE__ */ y(S, { children: [/* @__PURE__ */ y(T, { children: [/* @__PURE__ */ y(E, {
+						children: /* @__PURE__ */ w(D, { children: [/* @__PURE__ */ w(xe, { children: [/* @__PURE__ */ w(Se, {
 							className: "flex items-center gap-2",
-							children: [/* @__PURE__ */ v(fe, {
+							children: [/* @__PURE__ */ C(he, {
 								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__ */ C(be, { children: "Realized sales, dividends and interest — the taxable events recorded on your accounts." })] }), /* @__PURE__ */ C(O, {
 							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: ge ? /* @__PURE__ */ C(m, {}) : ye ? /* @__PURE__ */ C(ae, { onRetry: () => Ae() }) : Q.length === 0 && $.length === 0 ? /* @__PURE__ */ C(p, {
+								icon: /* @__PURE__ */ C(he, {
 									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", {
-								className: "space-y-2",
-								children: [/* @__PURE__ */ y("div", {
-									className: "flex items-center gap-2",
+							}) : /* @__PURE__ */ w(S, { children: [
+								tt.length > 1 ? /* @__PURE__ */ w("div", {
+									className: "rounded-xl border border-border-subtle bg-bg-surface p-4",
 									children: [
-										/* @__PURE__ */ v(le, {
-											className: "size-4 text-text-secondary",
-											"aria-hidden": "true"
-										}),
-										/* @__PURE__ */ v("h3", {
+										/* @__PURE__ */ C("p", {
 											className: "text-sm font-semibold text-text-primary",
-											children: "Realized sales"
-										}),
-										/* @__PURE__ */ v(b, {
-											variant: "secondary",
-											children: Z.length
-										})
-									]
-								}), Z.length === 0 ? /* @__PURE__ */ v("p", {
-									className: "text-sm text-text-secondary",
-									children: "No sales recorded."
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+			className: "space-y-4",
+			children: [/* @__PURE__ */ w(l, {
+				glow: !0,
+				children: [
+					/* @__PURE__ */ C("p", {
+						className: "text-xs font-medium uppercase tracking-wide text-text-secondary",
+						children: "Estimated harvestable loss"
+					}),
+					/* @__PURE__ */ C("p", {
+						className: "mt-1 text-3xl font-semibold text-status-error-text",
+						children: g(t, n)
+					}),
+					/* @__PURE__ */ w("p", {
+						className: "mt-1 text-xs text-text-secondary",
+						children: [
+							"Across ",
+							e.length,
+							" holding",
+							e.length === 1 ? "" : "s",
+							" below cost basis."
+						]
+					}),
+					/* @__PURE__ */ C("div", {
+						className: "mt-4",
+						children: /* @__PURE__ */ w(E, {
+							className: "w-full",
+							disabled: !i || e.length === 0,
+							onClick: () => {
+								e[0] && a(e[0]);
+							},
+							children: [/* @__PURE__ */ C(b, {
+								className: "size-4",
+								"aria-hidden": "true"
+							}), "Create rebalance proposal"]
+						})
+					})
+				]
+			}), /* @__PURE__ */ w(l, { children: [
+				/* @__PURE__ */ C("p", {
+					className: "text-sm font-semibold text-text-primary",
+					children: "Suggested workflow"
+				}),
+				/* @__PURE__ */ C("p", {
+					className: "mb-4 mt-1 text-xs text-text-secondary",
+					children: "Realize losses while holding your target allocation. Confirm wash-sale windows before executing."
+				}),
+				/* @__PURE__ */ C(ie, {
+					steps: [
+						"Detect",
+						"Review",
+						"Proposal",
+						"Execute"
+					],
+					current: "Proposal"
+				})
+			] })]
+		})]
+	});
+}
+function Ge({ accounts: e }) {
+	let [t, n] = v(""), r = t || e[0]?.id, i = e.find((e) => e.id === r), { data: o, isLoading: ee, isError: te, refetch: ne } = a({ accountId: r }), s = i?.currency ?? o[0]?.currency ?? "USD", c = o.reduce((e, t) => e + U(t), 0), l = o.filter((e) => U(e) > 0).length, ie = o.filter((e) => U(e) < 0).length, u = _(() => {
 		let e = /* @__PURE__ */ new Map();
 		for (let t of o) {
 			let n = e.get(t.assetClass) ?? [];
 			n.push(t), e.set(t.assetClass, n);
 		}
 		return Array.from(e.entries());
-	}, [o]);
-	return e.length === 0 ? /* @__PURE__ */ v(S, { children: /* @__PURE__ */ v(C, {
+	}, [o]), f = _(() => u.map(([e, t]) => ({
+		label: H(e),
+		value: t.reduce((e, t) => e + t.marketValue, 0)
+	})).filter((e) => e.value > 0), [u]), oe = f.reduce((e, t) => e + t.value, 0);
+	return e.length === 0 ? /* @__PURE__ */ C(D, { children: /* @__PURE__ */ C(O, {
 		className: "pt-6",
-		children: /* @__PURE__ */ v(s, {
-			icon: /* @__PURE__ */ v(g, {
+		children: /* @__PURE__ */ C(p, {
+			icon: /* @__PURE__ */ C(x, {
 				className: "size-6",
 				"aria-hidden": "true"
 			}),
 			title: "No accounts yet",
 			description: "Add an account with holdings to see unrealized gains and losses."
 		})
-	}) }) : /* @__PURE__ */ y(S, { children: [/* @__PURE__ */ y(T, {
+	}) }) : /* @__PURE__ */ w(D, { children: [/* @__PURE__ */ w(xe, {
 		className: "flex flex-col gap-4 md:flex-row md:items-start md:justify-between",
-		children: [/* @__PURE__ */ y("div", { children: [/* @__PURE__ */ y(E, {
+		children: [/* @__PURE__ */ w("div", { children: [/* @__PURE__ */ w(Se, {
 			className: "flex items-center gap-2",
-			children: [/* @__PURE__ */ v(g, {
+			children: [/* @__PURE__ */ C(x, {
 				className: "h-5 w-5",
 				"aria-hidden": "true"
 			}), "Unrealized gains & losses"]
-		}), /* @__PURE__ */ v(w, { children: "Market value minus cost basis for each holding in the selected account." })] }), /* @__PURE__ */ y("div", {
+		}), /* @__PURE__ */ C(be, { children: "Market value minus cost basis for each holding in the selected account." })] }), /* @__PURE__ */ w("div", {
 			className: "w-full md:w-64",
-			children: [/* @__PURE__ */ v(M, {
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 				htmlFor: "unrealized-account",
 				className: "sr-only",
 				children: "Account"
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 				value: r ?? "",
 				onValueChange: n,
-				children: [/* @__PURE__ */ v(I, {
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 					id: "unrealized-account",
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-				}), /* @__PURE__ */ v(P, { children: e.map((e) => /* @__PURE__ */ v(F, {
+					children: /* @__PURE__ */ C(Le, { placeholder: "Select account" })
+				}), /* @__PURE__ */ C(Fe, { children: e.map((e) => /* @__PURE__ */ C(N, {
 					value: e.id,
 					children: e.name
 				}, e.id)) })]
 			})]
 		})]
-	}), /* @__PURE__ */ v(C, {
+	}), /* @__PURE__ */ C(O, {
 		className: "space-y-4",
-		children: ee ? /* @__PURE__ */ v(ie, {}) : te ? /* @__PURE__ */ v(ne, { onRetry: () => ae() }) : o.length === 0 ? /* @__PURE__ */ v(s, {
-			icon: /* @__PURE__ */ v(g, {
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+			icon: /* @__PURE__ */ C(x, {
 				className: "size-6",
 				"aria-hidden": "true"
 			}),
 			title: "No holdings in this account",
 			description: "Unrealized gains appear once this account has holdings with a cost basis."
-		}) : /* @__PURE__ */ y(he, { children: [/* @__PURE__ */ v(re, { items: [
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-			{
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-				value: String(o.length)
-			},
-			{
-				label: "Gainers",
-				value: String(d)
-			},
-			{
-				label: "Losers",
-				value: String(oe)
-			}
-		] }), /* @__PURE__ */ v("div", {
+		}) : /* @__PURE__ */ w(S, { children: [/* @__PURE__ */ w("div", {
+			className: "grid gap-4 lg:grid-cols-3",
+			children: [/* @__PURE__ */ w("div", {
+				className: "grid grid-cols-2 gap-3 lg:col-span-2",
+				children: [
+					/* @__PURE__ */ C(d, {
+						label: "Unrealized P/L",
+						value: g(c, s),
+						deltaTone: c >= 0 ? "positive" : "negative",
+						icon: C(c >= 0 ? x : ve, {
+							className: "size-4",
+							"aria-hidden": "true"
+						})
+					}),
+					/* @__PURE__ */ C(d, {
+						label: "Holdings",
+						value: String(o.length)
+					}),
+					/* @__PURE__ */ C(d, {
+						label: "Gainers",
+						value: String(l),
+						icon: /* @__PURE__ */ C(ue, {
+							className: "size-4",
+							"aria-hidden": "true"
+						})
+					}),
+					/* @__PURE__ */ C(d, {
+						label: "Losers",
+						value: String(ie),
+						icon: /* @__PURE__ */ C(le, {
+							className: "size-4",
+							"aria-hidden": "true"
+						})
+					})
+				]
+			}), /* @__PURE__ */ w("div", {
+				className: "rounded-xl border border-border-subtle bg-bg-surface p-4",
+				children: [/* @__PURE__ */ C("p", {
+					className: "mb-2 text-xs font-medium uppercase tracking-wide text-text-secondary",
+					children: "Allocation by asset class"
+				}), /* @__PURE__ */ C(re, {
+					data: f,
+					legend: !1,
+					height: 180,
+					centerValue: g(oe, s),
+					centerLabel: "market value",
+					valueFormatter: (e) => g(e, s)
+				})]
+			})]
+		}), /* @__PURE__ */ C("div", {
 			className: "space-y-6",
-			children: m.map(([e, t]) => {
-				let n = t.reduce((e, t) => e + K(t), 0);
-				return /* @__PURE__ */ y("div", {
+			children: u.map(([e, t]) => {
+				let n = t.reduce((e, t) => e + U(t), 0);
+				return /* @__PURE__ */ w("div", {
 					className: "space-y-2",
-					children: [/* @__PURE__ */ y("div", {
+					children: [/* @__PURE__ */ w("div", {
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-						children: [/* @__PURE__ */ y("div", {
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 							className: "flex items-center gap-2",
-							children: [/* @__PURE__ */ v("h3", {
+							children: [/* @__PURE__ */ C("h3", {
 								className: "text-sm font-semibold text-text-primary",
-								children: G(e)
-							}), /* @__PURE__ */ v(b, {
+								children: H(e)
+							}), /* @__PURE__ */ C(T, {
 								variant: "secondary",
 								children: t.length
 							})]
-						}), /* @__PURE__ */ v(Y, {
+						}), /* @__PURE__ */ C(G, {
 							value: n,
-							currency: c
+							currency: s
 						})]
-					}), /* @__PURE__ */ v("div", {
+					}), /* @__PURE__ */ C("div", {
 						className: "overflow-x-auto",
-						children: /* @__PURE__ */ y(L, { children: [/* @__PURE__ */ v(V, { children: /* @__PURE__ */ y(H, { children: [
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 								children: "Quantity"
 							}),
-							/* @__PURE__ */ v(B, {
+							/* @__PURE__ */ C(L, {
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 								children: "Cost basis"
 							}),
-							/* @__PURE__ */ v(B, {
+							/* @__PURE__ */ C(L, {
 								className: "text-right",
 								children: "Market value"
 							}),
-							/* @__PURE__ */ v(B, {
+							/* @__PURE__ */ C(L, {
 								className: "text-right",
 								children: "Unrealized"
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-						] }) }), /* @__PURE__ */ v(R, { children: t.map((e) => /* @__PURE__ */ y(H, { children: [
-							/* @__PURE__ */ y(z, { children: [/* @__PURE__ */ v("p", {
+						] }) }), /* @__PURE__ */ C(F, { children: t.map((e) => /* @__PURE__ */ w(z, { children: [
+							/* @__PURE__ */ w(I, { children: [/* @__PURE__ */ C("p", {
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-							}), e.name ? /* @__PURE__ */ v("p", {
+							}), e.name ? /* @__PURE__ */ C("p", {
 								className: "text-xs text-text-secondary",
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 							}) : null] }),
-							/* @__PURE__ */ v(z, {
+							/* @__PURE__ */ C(I, {
 								className: "text-right text-text-secondary",
 								children: e.quantity
 							}),
-							/* @__PURE__ */ v(z, {
+							/* @__PURE__ */ C(I, {
 								className: "text-right text-text-secondary",
-								children: u(e.costBasis, e.currency)
+								children: g(e.costBasis, e.currency)
 							}),
-							/* @__PURE__ */ v(z, {
+							/* @__PURE__ */ C(I, {
 								className: "text-right text-text-primary",
-								children: u(e.marketValue, e.currency)
+								children: g(e.marketValue, e.currency)
 							}),
-							/* @__PURE__ */ v(z, {
+							/* @__PURE__ */ C(I, {
 								className: "text-right",
-								children: /* @__PURE__ */ v(Y, {
-									value: K(e),
+								children: /* @__PURE__ */ C(G, {
+									value: U(e),
 									currency: e.currency
 								})
 							})
@@ -544,95 +917,95 @@ function Ae({ accounts: e }) {
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 	})] });
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-function Y({ value: e, currency: t }) {
-	let n = e > 0, r = n ? m : e < 0 ? oe : h, i = n ? "+" : "";
-	return /* @__PURE__ */ y("span", {
-		className: `inline-flex items-center justify-end gap-1 font-semibold ${c(e)}`,
+function G({ value: e, currency: t }) {
+	let n = e > 0, r = n ? ue : e < 0 ? le : ve, i = n ? "+" : "";
+	return /* @__PURE__ */ w("span", {
+		className: `inline-flex items-center justify-end gap-1 font-semibold ${se(e)}`,
 		children: [
-			e === 0 ? null : /* @__PURE__ */ v(r, {
+			e === 0 ? null : /* @__PURE__ */ C(r, {
 				className: "size-4",
 				"aria-hidden": "true"
 			}),
 			i,
-			u(e, t)
+			g(e, t)
 		]
 	});
 }
-function je({ insight: e, actionPending: t, onAcknowledge: n, onResolve: r, onDismiss: i }) {
+function Ke({ insight: e, actionPending: t, onAcknowledge: n, onResolve: r, onDismiss: i }) {
 	let a = e.status === "RESOLVED" || e.status === "DISMISSED";
-	return /* @__PURE__ */ y("div", {
-		className: "flex items-start justify-between gap-4 rounded-lg border border-border-subtle bg-bg-surface p-4",
-		children: [/* @__PURE__ */ y("div", {
+	return /* @__PURE__ */ w("div", {
+		className: "flex items-start justify-between gap-4 rounded-lg border border-border-subtle bg-bg-surface p-4 transition-shadow motion-safe:hover:shadow-[var(--shadow-pop-hover,var(--shadow-elevation-2))]",
+		children: [/* @__PURE__ */ w("div", {
 			className: "min-w-0 space-y-1",
 			children: [
-				/* @__PURE__ */ y("div", {
+				/* @__PURE__ */ w("div", {
 					className: "flex flex-wrap items-center gap-2",
 					children: [
-						/* @__PURE__ */ v("p", {
+						/* @__PURE__ */ C("p", {
 							className: "font-medium text-text-primary",
 							children: e.title
 						}),
-						/* @__PURE__ */ v(b, {
-							variant: d(e.severity),
-							children: G(e.severity)
+						/* @__PURE__ */ C(T, {
+							variant: ce(e.severity),
+							children: H(e.severity)
 						}),
-						/* @__PURE__ */ v(b, {
-							variant: d(e.status),
-							children: G(e.status)
+						/* @__PURE__ */ C(T, {
+							variant: ce(e.status),
+							children: H(e.status)
 						})
 					]
 				}),
-				e.detail ? /* @__PURE__ */ v("p", {
+				e.detail ? /* @__PURE__ */ C("p", {
 					className: "text-sm text-text-secondary",
 					children: e.detail
 				}) : null,
-				/* @__PURE__ */ y("p", {
+				/* @__PURE__ */ w("p", {
 					className: "text-xs text-text-muted",
 					children: [
-						G(e.subjectType),
+						H(e.subjectType),
 						" · Detected ",
-						l(e.createdAt)
+						h(e.createdAt)
 					]
 				})
 			]
-		}), a ? /* @__PURE__ */ v("span", {
+		}), a ? /* @__PURE__ */ C("span", {
 			className: "mt-1 text-xs text-text-muted",
 			children: "Closed"
-		}) : /* @__PURE__ */ y(D, { children: [/* @__PURE__ */ v(j, {
+		}) : /* @__PURE__ */ w(Ae, { children: [/* @__PURE__ */ C(Me, {
 			asChild: !0,
-			children: /* @__PURE__ */ v(x, {
+			children: /* @__PURE__ */ C(E, {
 				variant: "ghost",
 				size: "sm",
 				"aria-label": `Actions for ${e.title}`,
 				disabled: t,
-				children: /* @__PURE__ */ v(ue, {
+				children: /* @__PURE__ */ C(y, {
 					className: "size-4",
 					"aria-hidden": "true"
 				})
 			})
-		}), /* @__PURE__ */ y(O, {
+		}), /* @__PURE__ */ w(k, {
 			align: "end",
 			children: [
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-				/* @__PURE__ */ v(A, {}),
-				e.status === "OPEN" ? /* @__PURE__ */ y(k, {
+				/* @__PURE__ */ C(je, { children: "Actions" }),
+				/* @__PURE__ */ C(j, {}),
+				e.status === "OPEN" ? /* @__PURE__ */ w(A, {
 					onClick: n,
-					children: [/* @__PURE__ */ v(se, {
+					children: [/* @__PURE__ */ C(de, {
 						className: "size-4",
 						"aria-hidden": "true"
 					}), "Acknowledge"]
 				}) : null,
-				/* @__PURE__ */ y(k, {
+				/* @__PURE__ */ w(A, {
 					onClick: r,
-					children: [/* @__PURE__ */ v(pe, {
+					children: [/* @__PURE__ */ C(ge, {
 						className: "size-4",
 						"aria-hidden": "true"
 					}), "Resolve"]
 				}),
-				/* @__PURE__ */ y(k, {
+				/* @__PURE__ */ w(A, {
 					className: "text-status-error-text",
 					onClick: i,
-					children: [/* @__PURE__ */ v(_, {
+					children: [/* @__PURE__ */ C(ye, {
 						className: "size-4",
 						"aria-hidden": "true"
 					}), "Dismiss"]
@@ -642,6 +1015,6 @@ function je({ insight: e, actionPending: t, onAcknowledge: n, onResolve: r, onDi
 	});
 }
 //#endregion
-export { J as TaxPage };
+export { W as TaxPage };
 
 //# sourceMappingURL=TaxPage.js.map