npm - @burdenoff/microfe-brainyrich - Versions diffs - 2026.706.1 → 2026.706.2 - Mend

@burdenoff/microfe-brainyrich 2026.706.1 → 2026.706.2

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package/dist/brainyrich/pages/DashboardPage.js.map CHANGED Viewed

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1	- {"version":3,"file":"DashboardPage.js","names":[],"sources":["../../../src/brainyrich/pages/DashboardPage.tsx"],"sourcesContent":["import { useMemo, useState, type FormEvent } from 'react';\nimport {\n Card,\n CardContent,\n CardHeader,\n CardTitle,\n CardDescription,\n Button,\n Badge,\n Dialog,\n DialogContent,\n DialogDescription,\n DialogFooter,\n DialogHeader,\n DialogTitle,\n Input,\n Label,\n Select,\n SelectContent,\n SelectItem,\n SelectTrigger,\n SelectValue,\n DropdownMenu,\n DropdownMenuContent,\n DropdownMenuItem,\n DropdownMenuTrigger,\n} from '@burdenoff/fe-libs/ui';\nimport {\n Target,\n Bell,\n Briefcase,\n Wallet,\n PlusCircle,\n MoreHorizontal,\n Check,\n X,\n CircleCheck,\n} from 'lucide-react';\nimport { useI18n } from '@burdenoff/fe-libs/shared/providers/shell/I18nProvider';\nimport { tWithFallback } from '../utils/i18n';\nimport {\n useNetWorthSummary,\n usePortfolios,\n useGoals,\n useInsights,\n useCreateAccount,\n useAcknowledgeInsight,\n useDismissInsight,\n useResolveInsight,\n} from '../hooks/useBrainyRichApi';\nimport type { BraAccountType, BraCreateAccountInput, BraInsight } from '../types/bra';\nimport { HouseholdPicker, ConfirmDialog } from '../components';\nimport {\n SectionShell,\n KpiGrid,\n AllocationBars,\n EmptyState,\n LoadingState,\n ErrorState,\n formatMoney,\n formatDate,\n statusBadgeVariant,\n type KpiItem,\n type AllocationDatum,\n} from './_shared';\n\nconst ACCOUNT_TYPES: BraAccountType[] = [\n 'BANK',\n 'BROKERAGE',\n 'RETIREMENT',\n 'CASH',\n 'CRYPTO',\n 'REAL_ESTATE',\n 'ALTERNATIVE',\n 'LIABILITY',\n];\n\nexport function DashboardPage() {\n const { t } = useI18n();\n const translate = (key: string, fallback: string, params?: Record<string, string \| number>) =>\n tWithFallback(t, key, fallback, params);\n\n const summaryQuery = useNetWorthSummary();\n const portfoliosQuery = usePortfolios();\n const goalsQuery = useGoals();\n const insightsQuery = useInsights({ status: 'OPEN' });\n\n const summary = summaryQuery.data;\n const currency = summary?.currency ?? 'USD';\n\n const kpis: KpiItem[] = summary\n ? [\n {\n label: translate('brainyrich.dashboard.metrics.netWorth', 'Net Worth'),\n value: formatMoney(summary.totalNetWorth, currency),\n },\n {\n label: translate('brainyrich.dashboard.metrics.investedAssets', 'Invested Assets'),\n value: formatMoney(summary.totalMarketValue, currency),\n },\n {\n label: translate('brainyrich.dashboard.metrics.liquidity', 'Cash & Liquidity'),\n value: formatMoney(summary.totalCash, currency),\n },\n {\n label: translate('brainyrich.dashboard.metrics.accounts', 'Linked Accounts'),\n value: String(summary.accountCount),\n },\n ]\n : [];\n\n const allocation: AllocationDatum[] = useMemo(() => {\n if (!summary) return [];\n const total = summary.byAssetClass.reduce((sum, row) => sum + row.marketValue, 0);\n if (total <= 0) return [];\n return summary.byAssetClass\n .slice()\n .sort((a, b) => b.marketValue - a.marketValue)\n .map((row) => ({\n label: row.assetClass.replace(/_/g, ' '),\n value: (row.marketValue / total) * 100,\n caption: formatMoney(row.marketValue, currency),\n }));\n }, [summary, currency]);\n\n const topPortfolios = portfoliosQuery.data.slice(0, 5);\n const topGoals = goalsQuery.data.slice(0, 5);\n const openInsights = insightsQuery.data.slice(0, 6);\n\n return (\n <SectionShell\n title={translate('brainyrich.dashboard.title', 'Wealth Dashboard')}\n description={translate(\n 'brainyrich.dashboard.description',\n 'Your consolidated financial overview at a glance'\n )}\n actions={<NewAccountDialog translate={translate} />}\n >\n {/* KPI row — net-worth overview /}\n {summaryQuery.isLoading ? (\n <LoadingState rows={1} />\n ) : summaryQuery.isError ? (\n <ErrorState\n title={translate('brainyrich.dashboard.netWorthError', 'Could not load net worth')}\n onRetry={() => summaryQuery.refetch()}\n />\n ) : summary ? (\n <KpiGrid items={kpis} />\n ) : (\n <EmptyState\n icon={<Wallet className=\"size-6\" aria-hidden=\"true\" />}\n title={translate('brainyrich.dashboard.noSummary', 'No financial data yet')}\n description={translate(\n 'brainyrich.dashboard.noSummaryDesc',\n 'Link your first account to see your net worth here.'\n )}\n />\n )}\n\n <div className=\"grid gap-6 lg:grid-cols-3\">\n {/ Asset allocation /}\n <Card className=\"lg:col-span-2\">\n <CardHeader>\n <CardTitle className=\"flex items-center gap-2\">\n <Briefcase className=\"h-5 w-5\" aria-hidden=\"true\" />\n {translate('brainyrich.dashboard.sections.assetAllocation', 'Asset Allocation')}\n </CardTitle>\n <CardDescription>\n {translate(\n 'brainyrich.dashboard.sections.assetAllocationDescription',\n 'Market value distributed across asset classes'\n )}\n </CardDescription>\n </CardHeader>\n <CardContent>\n {summaryQuery.isLoading ? (\n <LoadingState rows={3} />\n ) : summaryQuery.isError ? (\n <ErrorState onRetry={() => summaryQuery.refetch()} />\n ) : allocation.length > 0 ? (\n <AllocationBars data={allocation} />\n ) : (\n <EmptyState\n icon={<Briefcase className=\"size-6\" aria-hidden=\"true\" />}\n title={translate('brainyrich.dashboard.noAllocation', 'No holdings to allocate')}\n description={translate(\n 'brainyrich.dashboard.noAllocationDesc',\n 'Add holdings to your accounts to see how your wealth is allocated.'\n )}\n />\n )}\n </CardContent>\n </Card>\n\n {/ Goals mini-list /}\n <Card>\n <CardHeader className=\"pb-3\">\n <CardTitle className=\"flex items-center gap-2 text-base\">\n <Target className=\"h-4 w-4\" aria-hidden=\"true\" />\n {translate('brainyrich.dashboard.sections.goals', 'Goals')}\n </CardTitle>\n </CardHeader>\n <CardContent className=\"space-y-3\">\n {goalsQuery.isLoading ? (\n <LoadingState rows={3} />\n ) : goalsQuery.isError ? (\n <ErrorState onRetry={() => goalsQuery.refetch()} />\n ) : topGoals.length > 0 ? (\n topGoals.map((goal) => (\n <div\n key={goal.id}\n className=\"flex items-start justify-between gap-2 rounded-lg border border-border-subtle p-3\"\n >\n <div className=\"min-w-0 space-y-0.5\">\n <p className=\"truncate text-sm font-medium text-text-primary\">{goal.name}</p>\n <p className=\"text-xs text-text-secondary\">\n {formatMoney(goal.targetAmount, goal.currency)}\n {' · '}\n {formatDate(goal.targetDate)}\n </p>\n </div>\n <Badge variant={statusBadgeVariant(goal.projection)} className=\"shrink-0\">\n {goal.projection.replace(/_/g, ' ')}\n </Badge>\n </div>\n ))\n ) : (\n <EmptyState\n icon={<Target className=\"size-6\" aria-hidden=\"true\" />}\n title={translate('brainyrich.dashboard.noGoals', 'No goals yet')}\n description={translate(\n 'brainyrich.dashboard.noGoalsDesc',\n 'Set a financial goal to start tracking progress.'\n )}\n />\n )}\n </CardContent>\n </Card>\n </div>\n\n {/ Portfolios mini-list /}\n <Card>\n <CardHeader>\n <CardTitle className=\"flex items-center gap-2\">\n <Wallet className=\"h-5 w-5\" aria-hidden=\"true\" />\n {translate('brainyrich.dashboard.sections.portfolios', 'Portfolios')}\n </CardTitle>\n <CardDescription>\n {translate(\n 'brainyrich.dashboard.sections.portfoliosDescription',\n 'Your active investment strategies'\n )}\n </CardDescription>\n </CardHeader>\n <CardContent>\n {portfoliosQuery.isLoading ? (\n <LoadingState rows={3} />\n ) : portfoliosQuery.isError ? (\n <ErrorState onRetry={() => portfoliosQuery.refetch()} />\n ) : topPortfolios.length > 0 ? (\n <div className=\"grid gap-3 sm:grid-cols-2\">\n {topPortfolios.map((portfolio) => (\n <div\n key={portfolio.id}\n className=\"flex items-start justify-between gap-2 rounded-lg border border-border-subtle p-3\"\n >\n <div className=\"min-w-0 space-y-0.5\">\n <p className=\"truncate text-sm font-medium text-text-primary\">\n {portfolio.name}\n </p>\n {portfolio.description ? (\n <p className=\"truncate text-xs text-text-secondary\">\n {portfolio.description}\n </p>\n ) : (\n <p className=\"text-xs text-text-secondary\">{portfolio.baseCurrency}</p>\n )}\n </div>\n <Badge variant={statusBadgeVariant(portfolio.status)} className=\"shrink-0\">\n {portfolio.status}\n </Badge>\n </div>\n ))}\n </div>\n ) : (\n <EmptyState\n icon={<Wallet className=\"size-6\" aria-hidden=\"true\" />}\n title={translate('brainyrich.dashboard.noPortfolios', 'No portfolios yet')}\n description={translate(\n 'brainyrich.dashboard.noPortfoliosDesc',\n 'Create a portfolio to organize your investment strategy.'\n )}\n />\n )}\n </CardContent>\n </Card>\n\n {/ Needs attention — open insights */}\n <Card>\n <CardHeader>\n <CardTitle className=\"flex items-center gap-2\">\n <Bell className=\"h-5 w-5\" aria-hidden=\"true\" />\n {translate('brainyrich.dashboard.sections.needsAttention', 'Needs Attention')}\n </CardTitle>\n <CardDescription>\n {translate(\n 'brainyrich.dashboard.sections.needsAttentionDescription',\n 'Open insights that may require action'\n )}\n </CardDescription>\n </CardHeader>\n <CardContent className=\"space-y-3\">\n {insightsQuery.isLoading ? (\n <LoadingState rows={3} />\n ) : insightsQuery.isError ? (\n <ErrorState onRetry={() => insightsQuery.refetch()} />\n ) : openInsights.length > 0 ? (\n openInsights.map((insight) => (\n <InsightRow key={insight.id} insight={insight} translate={translate} />\n ))\n ) : (\n <EmptyState\n icon={<CircleCheck className=\"size-6\" aria-hidden=\"true\" />}\n title={translate('brainyrich.dashboard.noInsights', 'All clear')}\n description={translate(\n 'brainyrich.dashboard.noInsightsDesc',\n 'There are no open insights that need your attention.'\n )}\n />\n )}\n </CardContent>\n </Card>\n </SectionShell>\n );\n}\n\ntype Translate = (\n key: string,\n fallback: string,\n params?: Record<string, string \| number>\n) => string;\n\n// ============================================================================\n// Insight row with acknowledge / dismiss / resolve actions\n// ============================================================================\n\nfunction InsightRow({ insight, translate }: { insight: BraInsight; translate: Translate }) {\n const acknowledge = useAcknowledgeInsight();\n const dismiss = useDismissInsight();\n const resolve = useResolveInsight();\n const [confirmDismiss, setConfirmDismiss] = useState(false);\n const pending = acknowledge.isPending \|\| dismiss.isPending \|\| resolve.isPending;\n\n return (\n <div className=\"flex items-start justify-between gap-3 rounded-lg border border-border-subtle p-3\">\n <div className=\"min-w-0 space-y-1\">\n <div className=\"flex items-center gap-2\">\n <Badge variant={statusBadgeVariant(insight.severity)}>{insight.severity}</Badge>\n <span className=\"text-xs text-text-secondary\">{insight.type.replace(/_/g, ' ')}</span>\n </div>\n <p className=\"text-sm font-medium text-text-primary\">{insight.title}</p>\n {insight.detail ? <p className=\"text-xs text-text-secondary\">{insight.detail}</p> : null}\n </div>\n <DropdownMenu>\n <DropdownMenuTrigger asChild>\n <Button\n variant=\"ghost\"\n size=\"icon\"\n className=\"shrink-0\"\n disabled={pending}\n aria-label={translate('brainyrich.dashboard.insightActions', 'Insight actions')}\n >\n <MoreHorizontal className=\"size-4\" aria-hidden=\"true\" />\n </Button>\n </DropdownMenuTrigger>\n <DropdownMenuContent align=\"end\">\n <DropdownMenuItem onSelect={() => acknowledge.mutate(insight.id)}>\n <Check className=\"size-4\" aria-hidden=\"true\" />\n {translate('brainyrich.dashboard.insight.acknowledge', 'Acknowledge')}\n </DropdownMenuItem>\n <DropdownMenuItem onSelect={() => resolve.mutate(insight.id)}>\n <CircleCheck className=\"size-4\" aria-hidden=\"true\" />\n {translate('brainyrich.dashboard.insight.resolve', 'Resolve')}\n </DropdownMenuItem>\n <DropdownMenuItem onSelect={() => setConfirmDismiss(true)}>\n <X className=\"size-4\" aria-hidden=\"true\" />\n {translate('brainyrich.dashboard.insight.dismiss', 'Dismiss')}\n </DropdownMenuItem>\n </DropdownMenuContent>\n </DropdownMenu>\n\n <ConfirmDialog\n open={confirmDismiss}\n onOpenChange={setConfirmDismiss}\n title={translate('brainyrich.dashboard.insight.dismissTitle', 'Dismiss this insight?')}\n description={translate(\n 'brainyrich.dashboard.insight.dismissDescription',\n 'It will be removed from Needs Attention. You can still find it in the full insights list.'\n )}\n confirmLabel={translate('brainyrich.dashboard.insight.dismiss', 'Dismiss')}\n pendingLabel={translate('brainyrich.dashboard.insight.dismissing', 'Dismissing…')}\n destructive\n pending={dismiss.isPending}\n onConfirm={() =>\n dismiss.mutate(insight.id, {\n onSuccess: () => setConfirmDismiss(false),\n })\n }\n />\n </div>\n );\n}\n\n// ============================================================================\n// New account dialog — primary create action\n// ============================================================================\n\nfunction NewAccountDialog({ translate }: { translate: Translate }) {\n const [open, setOpen] = useState(false);\n const [name, setName] = useState('');\n const [type, setType] = useState<BraAccountType>('BROKERAGE');\n const [institution, setInstitution] = useState('');\n const [cashBalance, setCashBalance] = useState('');\n const [currency, setCurrency] = useState('USD');\n const [householdId, setHouseholdId] = useState<string \| null>(null);\n\n const createAccount = useCreateAccount();\n const trimmedName = name.trim();\n const canSubmit = trimmedName.length > 0 && !createAccount.isPending;\n\n const reset = () => {\n setName('');\n setType('BROKERAGE');\n setInstitution('');\n setCashBalance('');\n setCurrency('USD');\n setHouseholdId(null);\n createAccount.reset();\n };\n\n const handleSubmit = (event: FormEvent) => {\n event.preventDefault();\n if (!canSubmit) return;\n const parsedCash = Number.parseFloat(cashBalance);\n const input: BraCreateAccountInput = {\n name: trimmedName,\n type,\n currency: currency.trim() \|\| 'USD',\n isManual: true,\n ...(institution.trim() ? { institution: institution.trim() } : {}),\n ...(Number.isFinite(parsedCash) ? { cashBalance: parsedCash } : {}),\n ...(householdId ? { householdId } : {}),\n };\n createAccount.mutate(input, {\n onSuccess: () => {\n reset();\n setOpen(false);\n },\n });\n };\n\n return (\n <Dialog\n open={open}\n onOpenChange={(next) => {\n setOpen(next);\n if (!next) reset();\n }}\n >\n <Button size=\"sm\" onClick={() => setOpen(true)}>\n <PlusCircle className=\"size-4\" aria-hidden=\"true\" />\n {translate('brainyrich.dashboard.actions.newAccount', 'New Account')}\n </Button>\n <DialogContent>\n <form onSubmit={handleSubmit} className=\"space-y-4\">\n <DialogHeader>\n <DialogTitle>\n {translate('brainyrich.dashboard.newAccount.title', 'New Account')}\n </DialogTitle>\n <DialogDescription>\n {translate(\n 'brainyrich.dashboard.newAccount.description',\n 'Add a manual account to track alongside your linked institutions.'\n )}\n </DialogDescription>\n </DialogHeader>\n\n <div className=\"space-y-2\">\n <Label htmlFor=\"bra-account-name\">\n {translate('brainyrich.dashboard.newAccount.name', 'Account name')}\n </Label>\n <Input\n id=\"bra-account-name\"\n value={name}\n onChange={(e) => setName(e.target.value)}\n placeholder={translate(\n 'brainyrich.dashboard.newAccount.namePlaceholder',\n 'e.g. Fidelity Brokerage'\n )}\n required\n autoFocus\n />\n </div>\n\n <div className=\"grid gap-4 sm:grid-cols-2\">\n <div className=\"space-y-2\">\n <Label htmlFor=\"bra-account-type\">\n {translate('brainyrich.dashboard.newAccount.type', 'Type')}\n </Label>\n <Select value={type} onValueChange={(value) => setType(value as BraAccountType)}>\n <SelectTrigger id=\"bra-account-type\">\n <SelectValue />\n </SelectTrigger>\n <SelectContent>\n {ACCOUNT_TYPES.map((accountType) => (\n <SelectItem key={accountType} value={accountType}>\n {accountType.replace(/_/g, ' ')}\n </SelectItem>\n ))}\n </SelectContent>\n </Select>\n </div>\n\n <div className=\"space-y-2\">\n <Label htmlFor=\"bra-account-currency\">\n {translate('brainyrich.dashboard.newAccount.currency', 'Currency')}\n </Label>\n <Input\n id=\"bra-account-currency\"\n value={currency}\n onChange={(e) => setCurrency(e.target.value.toUpperCase())}\n maxLength={3}\n />\n </div>\n </div>\n\n <div className=\"space-y-2\">\n <Label htmlFor=\"bra-account-institution\">\n {translate('brainyrich.dashboard.newAccount.institution', 'Institution (optional)')}\n </Label>\n <Input\n id=\"bra-account-institution\"\n value={institution}\n onChange={(e) => setInstitution(e.target.value)}\n placeholder={translate(\n 'brainyrich.dashboard.newAccount.institutionPlaceholder',\n 'e.g. Fidelity'\n )}\n />\n </div>\n\n <HouseholdPicker\n id=\"bra-account-household\"\n value={householdId}\n onChange={setHouseholdId}\n label={translate('brainyrich.dashboard.newAccount.household', 'Household (optional)')}\n noneLabel={translate('brainyrich.dashboard.newAccount.noHousehold', 'No household')}\n disabled={createAccount.isPending}\n />\n\n <div className=\"space-y-2\">\n <Label htmlFor=\"bra-account-cash\">\n {translate('brainyrich.dashboard.newAccount.cash', 'Cash balance (optional)')}\n </Label>\n <Input\n id=\"bra-account-cash\"\n type=\"number\"\n inputMode=\"decimal\"\n step=\"0.01\"\n value={cashBalance}\n onChange={(e) => setCashBalance(e.target.value)}\n placeholder=\"0.00\"\n />\n </div>\n\n {createAccount.isError ? (\n <p className=\"text-sm text-status-error-text\">\n {createAccount.error instanceof Error\n ? createAccount.error.message\n : translate('brainyrich.dashboard.newAccount.error', 'Could not create account.')}\n </p>\n ) : null}\n\n <DialogFooter>\n <Button\n type=\"button\"\n variant=\"outline\"\n onClick={() => setOpen(false)}\n disabled={createAccount.isPending}\n >\n {translate('brainyrich.common.cancel', 'Cancel')}\n </Button>\n <Button type=\"submit\" disabled={!canSubmit}>\n {createAccount.isPending\n ? translate('brainyrich.dashboard.newAccount.creating', 'Creating…')\n : translate('brainyrich.dashboard.newAccount.create', 'Create account')}\n </Button>\n </DialogFooter>\n </form>\n </DialogContent>\n </Dialog>\n 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1	+ {"version":3,"file":"DashboardPage.js","names":[],"sources":["../../../src/brainyrich/pages/DashboardPage.tsx"],"sourcesContent":["import { useMemo, useState, type FormEvent, type ReactNode } from 'react';\nimport {\n Card,\n CardContent,\n CardHeader,\n CardTitle,\n CardDescription,\n Button,\n Badge,\n Dialog,\n DialogContent,\n DialogDescription,\n DialogFooter,\n DialogHeader,\n DialogTitle,\n Input,\n Label,\n Select,\n SelectContent,\n SelectItem,\n SelectTrigger,\n SelectValue,\n DropdownMenu,\n DropdownMenuContent,\n DropdownMenuItem,\n DropdownMenuTrigger,\n} from '@burdenoff/fe-libs/ui';\nimport {\n Target,\n Bell,\n Briefcase,\n Wallet,\n PlusCircle,\n MoreHorizontal,\n Check,\n X,\n CircleCheck,\n TrendingUp,\n Coins,\n Landmark,\n TriangleAlert,\n Info,\n ShieldAlert,\n} from 'lucide-react';\nimport { useI18n } from '@burdenoff/fe-libs/shared/providers/shell/I18nProvider';\nimport { tWithFallback } from '../utils/i18n';\nimport {\n useNetWorthSummary,\n usePortfolios,\n useGoals,\n useInsights,\n useCreateAccount,\n useAcknowledgeInsight,\n useDismissInsight,\n useResolveInsight,\n} from '../hooks/useBrainyRichApi';\nimport type {\n BraAccountType,\n BraAssetClass,\n BraCreateAccountInput,\n BraInsight,\n BraInsightSeverity,\n} from '../types/bra';\nimport {\n HouseholdPicker,\n ConfirmDialog,\n DonutChart,\n StatTile,\n GlassCard,\n FadeIn,\n type VizTone,\n type DonutDatum,\n} from '../components';\nimport {\n SectionShell,\n EmptyState,\n LoadingState,\n ErrorState,\n formatMoney,\n formatCompact,\n formatDate,\n statusBadgeVariant,\n} from './_shared';\n\nconst ACCOUNT_TYPES: BraAccountType[] = [\n 'BANK',\n 'BROKERAGE',\n 'RETIREMENT',\n 'CASH',\n 'CRYPTO',\n 'REAL_ESTATE',\n 'ALTERNATIVE',\n 'LIABILITY',\n];\n\n/** Distinct, semantic tone per asset class so the donut stays legible + on-brand. /\nconst ASSET_TONE: Record<BraAssetClass, VizTone> = {\n EQUITY: 'brand',\n FIXED_INCOME: 'blue',\n CASH: 'teal',\n REAL_ESTATE: 'indigo',\n COMMODITY: 'warning',\n CRYPTO: 'purple',\n ALTERNATIVE: 'info',\n};\n\n/* Title-case an enum member: FIXED_INCOME → \"Fixed income\". /\nfunction prettyLabel(value: string): string {\n const spaced = value.replace(/_/g, ' ').toLowerCase();\n return spaced.charAt(0).toUpperCase() + spaced.slice(1);\n}\n\nexport function DashboardPage() {\n const { t } = useI18n();\n const translate = (key: string, fallback: string, params?: Record<string, string \| number>) =>\n tWithFallback(t, key, fallback, params);\n\n const summaryQuery = useNetWorthSummary();\n const portfoliosQuery = usePortfolios();\n const goalsQuery = useGoals();\n const insightsQuery = useInsights({ status: 'OPEN' });\n\n const summary = summaryQuery.data;\n const currency = summary?.currency ?? 'USD';\n\n const kpis: HeroStat[] = summary\n ? [\n {\n label: translate('brainyrich.dashboard.metrics.netWorth', 'Net Worth'),\n value: formatCompact(summary.totalNetWorth, currency),\n icon: <Wallet className=\"size-4\" aria-hidden=\"true\" />,\n glow: true,\n },\n {\n label: translate('brainyrich.dashboard.metrics.investedAssets', 'Invested Assets'),\n value: formatCompact(summary.totalMarketValue, currency),\n icon: <TrendingUp className=\"size-4\" aria-hidden=\"true\" />,\n },\n {\n label: translate('brainyrich.dashboard.metrics.liquidity', 'Cash & Liquidity'),\n value: formatCompact(summary.totalCash, currency),\n icon: <Coins className=\"size-4\" aria-hidden=\"true\" />,\n },\n {\n label: translate('brainyrich.dashboard.metrics.accounts', 'Linked Accounts'),\n value: String(summary.accountCount),\n icon: <Landmark className=\"size-4\" aria-hidden=\"true\" />,\n },\n ]\n : [];\n\n const donutData: DonutDatum[] = useMemo(() => {\n if (!summary) return [];\n return summary.byAssetClass\n .filter((row) => Number.isFinite(row.marketValue) && row.marketValue > 0)\n .slice()\n .sort((a, b) => b.marketValue - a.marketValue)\n .map((row) => ({\n label: prettyLabel(row.assetClass),\n value: row.marketValue,\n tone: ASSET_TONE[row.assetClass],\n }));\n }, [summary]);\n\n const topPortfolios = portfoliosQuery.data.slice(0, 5);\n const topGoals = goalsQuery.data.slice(0, 5);\n const openInsights = insightsQuery.data.slice(0, 6);\n\n return (\n <SectionShell\n title={translate('brainyrich.dashboard.title', 'Wealth Dashboard')}\n description={translate(\n 'brainyrich.dashboard.description',\n 'Your consolidated financial overview at a glance'\n )}\n actions={<NewAccountDialog translate={translate} />}\n >\n {/ Hero KPI row — net-worth overview /}\n {summaryQuery.isLoading ? (\n <LoadingState rows={1} />\n ) : summaryQuery.isError ? (\n <ErrorState\n title={translate('brainyrich.dashboard.netWorthError', 'Could not load net worth')}\n onRetry={() => summaryQuery.refetch()}\n />\n ) : summary ? (\n <div className=\"grid gap-4 sm:grid-cols-2 xl:grid-cols-4\">\n {kpis.map((kpi, i) => (\n <FadeIn key={kpi.label} index={i}>\n <StatTile\n label={kpi.label}\n value={kpi.value}\n icon={kpi.icon}\n glow={kpi.glow}\n className=\"h-full\"\n />\n </FadeIn>\n ))}\n </div>\n ) : (\n <EmptyState\n icon={<Wallet className=\"size-6\" aria-hidden=\"true\" />}\n title={translate('brainyrich.dashboard.noSummary', 'No financial data yet')}\n description={translate(\n 'brainyrich.dashboard.noSummaryDesc',\n 'Link your first account to see your net worth here.'\n )}\n />\n )}\n\n <div className=\"grid gap-6 lg:grid-cols-3\">\n {/ Net worth by asset class — donut hero /}\n <FadeIn index={0} className=\"lg:col-span-2\">\n <GlassCard className=\"h-full\">\n <div className=\"mb-4 space-y-1\">\n <h2 className=\"flex items-center gap-2 text-base font-semibold text-text-primary\">\n <Briefcase className=\"size-5\" aria-hidden=\"true\" />\n {translate('brainyrich.dashboard.sections.assetAllocation', 'Net worth by asset class')}\n </h2>\n <p className=\"text-sm text-text-secondary\">\n {translate(\n 'brainyrich.dashboard.sections.assetAllocationDescription',\n 'Market value distributed across asset classes'\n )}\n </p>\n </div>\n {summaryQuery.isLoading ? (\n <LoadingState rows={3} />\n ) : summaryQuery.isError ? (\n <ErrorState onRetry={() => summaryQuery.refetch()} />\n ) : donutData.length > 0 ? (\n <DonutChart\n data={donutData}\n height={260}\n centerValue={formatCompact(summary?.totalMarketValue ?? 0, currency)}\n centerLabel={translate('brainyrich.dashboard.metrics.investedAssets', 'Invested')}\n valueFormatter={(v) => formatMoney(v, currency)}\n />\n ) : (\n <EmptyState\n icon={<Briefcase className=\"size-6\" aria-hidden=\"true\" />}\n title={translate('brainyrich.dashboard.noAllocation', 'No holdings to allocate')}\n description={translate(\n 'brainyrich.dashboard.noAllocationDesc',\n 'Add holdings to your accounts to see how your wealth is allocated.'\n )}\n />\n )}\n </GlassCard>\n </FadeIn>\n\n {/ Right rail — needs attention + goals /}\n <div className=\"space-y-6\">\n {/ Needs attention — open insights /}\n <FadeIn index={1}>\n <Card className=\"motion-safe:transition-shadow motion-safe:hover:shadow-[var(--shadow-pop-hover,var(--shadow-elevation-2))]\">\n <CardHeader className=\"pb-3\">\n <CardTitle className=\"flex items-center gap-2 text-base\">\n <Bell className=\"size-4\" aria-hidden=\"true\" />\n {translate('brainyrich.dashboard.sections.needsAttention', 'Needs attention')}\n </CardTitle>\n </CardHeader>\n <CardContent className=\"space-y-2.5\">\n {insightsQuery.isLoading ? (\n <LoadingState rows={2} />\n ) : insightsQuery.isError ? (\n <ErrorState onRetry={() => insightsQuery.refetch()} />\n ) : openInsights.length > 0 ? (\n openInsights.map((insight) => (\n <InsightRow key={insight.id} insight={insight} translate={translate} />\n ))\n ) : (\n <EmptyState\n icon={<CircleCheck className=\"size-6\" aria-hidden=\"true\" />}\n title={translate('brainyrich.dashboard.noInsights', 'All clear')}\n description={translate(\n 'brainyrich.dashboard.noInsightsDesc',\n 'There are no open insights that need your attention.'\n )}\n />\n )}\n </CardContent>\n </Card>\n </FadeIn>\n\n {/ Goals on track /}\n <FadeIn index={2}>\n <Card className=\"motion-safe:transition-shadow motion-safe:hover:shadow-[var(--shadow-pop-hover,var(--shadow-elevation-2))]\">\n <CardHeader className=\"pb-3\">\n <CardTitle className=\"flex items-center gap-2 text-base\">\n <Target className=\"size-4\" aria-hidden=\"true\" />\n {translate('brainyrich.dashboard.sections.goals', 'Goals on track')}\n </CardTitle>\n </CardHeader>\n <CardContent className=\"space-y-2.5\">\n {goalsQuery.isLoading ? (\n <LoadingState rows={3} />\n ) : goalsQuery.isError ? (\n <ErrorState onRetry={() => goalsQuery.refetch()} />\n ) : topGoals.length > 0 ? (\n topGoals.map((goal) => (\n <div\n key={goal.id}\n className=\"flex items-start justify-between gap-2 rounded-lg border border-border-subtle p-3 motion-safe:transition-colors hover:border-[var(--color-action-primary-border)]/50 hover:bg-bg-elevated\"\n >\n <div className=\"min-w-0 space-y-0.5\">\n <p className=\"truncate text-sm font-medium text-text-primary\">{goal.name}</p>\n <p className=\"text-xs text-text-secondary\">\n {formatMoney(goal.targetAmount, goal.currency)}\n {' · '}\n {formatDate(goal.targetDate)}\n </p>\n </div>\n <Badge variant={statusBadgeVariant(goal.projection)} className=\"shrink-0\">\n {prettyLabel(goal.projection)}\n </Badge>\n </div>\n ))\n ) : (\n <EmptyState\n icon={<Target className=\"size-6\" aria-hidden=\"true\" />}\n title={translate('brainyrich.dashboard.noGoals', 'No goals yet')}\n description={translate(\n 'brainyrich.dashboard.noGoalsDesc',\n 'Set a financial goal to start tracking progress.'\n )}\n />\n )}\n </CardContent>\n </Card>\n </FadeIn>\n </div>\n </div>\n\n {/ Portfolios mini-list */}\n <FadeIn index={3}>\n <Card>\n <CardHeader>\n <CardTitle className=\"flex items-center gap-2\">\n <Wallet className=\"size-5\" aria-hidden=\"true\" />\n {translate('brainyrich.dashboard.sections.portfolios', 'Portfolios')}\n </CardTitle>\n <CardDescription>\n {translate(\n 'brainyrich.dashboard.sections.portfoliosDescription',\n 'Your active investment strategies'\n )}\n </CardDescription>\n </CardHeader>\n <CardContent>\n {portfoliosQuery.isLoading ? (\n <LoadingState rows={3} />\n ) : portfoliosQuery.isError ? (\n <ErrorState onRetry={() => portfoliosQuery.refetch()} />\n ) : topPortfolios.length > 0 ? (\n <div className=\"grid gap-3 sm:grid-cols-2\">\n {topPortfolios.map((portfolio) => (\n <div\n key={portfolio.id}\n className=\"flex items-start justify-between gap-2 rounded-lg border border-border-subtle p-3 motion-safe:transition-colors hover:border-[var(--color-action-primary-border)]/50 hover:bg-bg-elevated\"\n >\n <div className=\"min-w-0 space-y-0.5\">\n <p className=\"truncate text-sm font-medium text-text-primary\">\n {portfolio.name}\n </p>\n {portfolio.description ? (\n <p className=\"truncate text-xs text-text-secondary\">\n {portfolio.description}\n </p>\n ) : (\n <p className=\"text-xs text-text-secondary\">{portfolio.baseCurrency}</p>\n )}\n </div>\n <Badge variant={statusBadgeVariant(portfolio.status)} className=\"shrink-0\">\n {portfolio.status}\n </Badge>\n </div>\n ))}\n </div>\n ) : (\n <EmptyState\n icon={<Wallet className=\"size-6\" aria-hidden=\"true\" />}\n title={translate('brainyrich.dashboard.noPortfolios', 'No portfolios yet')}\n description={translate(\n 'brainyrich.dashboard.noPortfoliosDesc',\n 'Create a portfolio to organize your investment strategy.'\n )}\n />\n )}\n </CardContent>\n </Card>\n </FadeIn>\n </SectionShell>\n );\n}\n\ninterface HeroStat {\n label: string;\n value: string;\n icon: ReactNode;\n glow?: boolean;\n}\n\ntype Translate = (\n key: string,\n fallback: string,\n params?: Record<string, string \| number>\n) => string;\n\n// ============================================================================\n// Severity chip — tinted, icon + label (colour is never the only signal)\n// ============================================================================\n\nconst SEVERITY_STYLE: Record<\n BraInsightSeverity,\n { chip: string; rail: string; icon: ReactNode }\n> = {\n CRITICAL: {\n chip: 'text-status-error-text bg-status-error-bg',\n rail: 'bg-status-error',\n icon: <ShieldAlert className=\"size-3\" aria-hidden=\"true\" />,\n },\n HIGH: {\n chip: 'text-status-error-text bg-status-error-bg',\n rail: 'bg-status-error',\n icon: <TriangleAlert className=\"size-3\" aria-hidden=\"true\" />,\n },\n MEDIUM: {\n chip: 'text-status-warning-text bg-status-warning-bg',\n rail: 'bg-status-warning',\n icon: <TriangleAlert className=\"size-3\" aria-hidden=\"true\" />,\n },\n LOW: {\n chip: 'text-status-info-text bg-status-info-bg',\n rail: 'bg-status-info',\n icon: <Info className=\"size-3\" aria-hidden=\"true\" />,\n },\n INFO: {\n chip: 'text-status-info-text bg-status-info-bg',\n rail: 'bg-status-info',\n icon: <Info className=\"size-3\" aria-hidden=\"true\" />,\n },\n};\n\nfunction SeverityChip({ severity }: { severity: BraInsightSeverity }) {\n const style = SEVERITY_STYLE[severity] ?? SEVERITY_STYLE.INFO;\n return (\n <span\n className={`inline-flex shrink-0 items-center gap-1 rounded-full px-2 py-0.5 text-[10px] font-semibold uppercase tracking-wide ${style.chip}`}\n >\n {style.icon}\n {severity}\n </span>\n );\n}\n\n// ============================================================================\n// Insight row with acknowledge / dismiss / resolve actions\n// ============================================================================\n\nfunction InsightRow({ insight, translate }: { insight: BraInsight; translate: Translate }) {\n const acknowledge = useAcknowledgeInsight();\n const dismiss = useDismissInsight();\n const resolve = useResolveInsight();\n const [confirmDismiss, setConfirmDismiss] = useState(false);\n const pending = acknowledge.isPending \|\| dismiss.isPending \|\| resolve.isPending;\n const rail = (SEVERITY_STYLE[insight.severity] ?? SEVERITY_STYLE.INFO).rail;\n\n return (\n <div className=\"relative flex items-start justify-between gap-3 overflow-hidden rounded-lg border border-border-subtle p-3 pl-4 motion-safe:transition-colors hover:border-[var(--color-action-primary-border)]/50 hover:bg-bg-elevated\">\n <span\n aria-hidden=\"true\"\n className={`absolute inset-y-0 left-0 w-1 ${rail}`}\n />\n <div className=\"min-w-0 space-y-1\">\n <div className=\"flex items-center gap-2\">\n <SeverityChip severity={insight.severity} />\n <span className=\"truncate text-xs text-text-secondary\">\n {prettyLabel(insight.type)}\n </span>\n </div>\n <p className=\"text-sm font-medium text-text-primary\">{insight.title}</p>\n {insight.detail ? <p className=\"text-xs text-text-secondary\">{insight.detail}</p> : null}\n </div>\n <DropdownMenu>\n <DropdownMenuTrigger asChild>\n <Button\n variant=\"ghost\"\n size=\"icon\"\n className=\"shrink-0\"\n disabled={pending}\n aria-label={translate('brainyrich.dashboard.insightActions', 'Insight actions')}\n >\n <MoreHorizontal className=\"size-4\" aria-hidden=\"true\" />\n </Button>\n </DropdownMenuTrigger>\n <DropdownMenuContent align=\"end\">\n <DropdownMenuItem onSelect={() => acknowledge.mutate(insight.id)}>\n <Check className=\"size-4\" aria-hidden=\"true\" />\n {translate('brainyrich.dashboard.insight.acknowledge', 'Acknowledge')}\n </DropdownMenuItem>\n <DropdownMenuItem onSelect={() => resolve.mutate(insight.id)}>\n <CircleCheck className=\"size-4\" aria-hidden=\"true\" />\n {translate('brainyrich.dashboard.insight.resolve', 'Resolve')}\n </DropdownMenuItem>\n <DropdownMenuItem onSelect={() => setConfirmDismiss(true)}>\n <X className=\"size-4\" aria-hidden=\"true\" />\n {translate('brainyrich.dashboard.insight.dismiss', 'Dismiss')}\n </DropdownMenuItem>\n </DropdownMenuContent>\n </DropdownMenu>\n\n <ConfirmDialog\n open={confirmDismiss}\n onOpenChange={setConfirmDismiss}\n title={translate('brainyrich.dashboard.insight.dismissTitle', 'Dismiss this insight?')}\n description={translate(\n 'brainyrich.dashboard.insight.dismissDescription',\n 'It will be removed from Needs Attention. You can still find it in the full insights list.'\n )}\n confirmLabel={translate('brainyrich.dashboard.insight.dismiss', 'Dismiss')}\n pendingLabel={translate('brainyrich.dashboard.insight.dismissing', 'Dismissing…')}\n destructive\n pending={dismiss.isPending}\n onConfirm={() =>\n dismiss.mutate(insight.id, {\n onSuccess: () => setConfirmDismiss(false),\n })\n }\n />\n </div>\n );\n}\n\n// ============================================================================\n// New account dialog — primary create action\n// ============================================================================\n\nfunction NewAccountDialog({ translate }: { translate: Translate }) {\n const [open, setOpen] = useState(false);\n const [name, setName] = useState('');\n const [type, setType] = useState<BraAccountType>('BROKERAGE');\n const [institution, setInstitution] = useState('');\n const [cashBalance, setCashBalance] = useState('');\n const [currency, setCurrency] = useState('USD');\n const [householdId, setHouseholdId] = useState<string \| null>(null);\n\n const createAccount = useCreateAccount();\n const trimmedName = name.trim();\n const canSubmit = trimmedName.length > 0 && !createAccount.isPending;\n\n const reset = () => {\n setName('');\n setType('BROKERAGE');\n setInstitution('');\n setCashBalance('');\n setCurrency('USD');\n setHouseholdId(null);\n createAccount.reset();\n };\n\n const handleSubmit = (event: FormEvent) => {\n event.preventDefault();\n if (!canSubmit) return;\n const parsedCash = Number.parseFloat(cashBalance);\n const input: BraCreateAccountInput = {\n name: trimmedName,\n type,\n currency: currency.trim() \|\| 'USD',\n isManual: true,\n ...(institution.trim() ? { institution: institution.trim() } : {}),\n ...(Number.isFinite(parsedCash) ? { cashBalance: parsedCash } : {}),\n ...(householdId ? { householdId } : {}),\n };\n createAccount.mutate(input, {\n onSuccess: () => {\n reset();\n setOpen(false);\n },\n });\n };\n\n return (\n <Dialog\n open={open}\n onOpenChange={(next) => {\n setOpen(next);\n if (!next) reset();\n }}\n >\n <Button size=\"sm\" onClick={() => setOpen(true)}>\n <PlusCircle className=\"size-4\" aria-hidden=\"true\" />\n {translate('brainyrich.dashboard.actions.newAccount', 'New Account')}\n </Button>\n <DialogContent>\n <form onSubmit={handleSubmit} className=\"space-y-4\">\n <DialogHeader>\n <DialogTitle>\n {translate('brainyrich.dashboard.newAccount.title', 'New Account')}\n </DialogTitle>\n <DialogDescription>\n {translate(\n 'brainyrich.dashboard.newAccount.description',\n 'Add a manual account to track alongside your linked institutions.'\n )}\n </DialogDescription>\n </DialogHeader>\n\n <div className=\"space-y-2\">\n <Label htmlFor=\"bra-account-name\">\n {translate('brainyrich.dashboard.newAccount.name', 'Account name')}\n </Label>\n <Input\n id=\"bra-account-name\"\n value={name}\n onChange={(e) => setName(e.target.value)}\n placeholder={translate(\n 'brainyrich.dashboard.newAccount.namePlaceholder',\n 'e.g. Fidelity Brokerage'\n )}\n required\n autoFocus\n />\n </div>\n\n <div className=\"grid gap-4 sm:grid-cols-2\">\n <div className=\"space-y-2\">\n <Label htmlFor=\"bra-account-type\">\n {translate('brainyrich.dashboard.newAccount.type', 'Type')}\n </Label>\n <Select value={type} onValueChange={(value) => setType(value as BraAccountType)}>\n <SelectTrigger id=\"bra-account-type\">\n <SelectValue />\n </SelectTrigger>\n <SelectContent>\n {ACCOUNT_TYPES.map((accountType) => (\n <SelectItem key={accountType} value={accountType}>\n {accountType.replace(/_/g, ' ')}\n </SelectItem>\n ))}\n </SelectContent>\n </Select>\n </div>\n\n <div className=\"space-y-2\">\n <Label htmlFor=\"bra-account-currency\">\n {translate('brainyrich.dashboard.newAccount.currency', 'Currency')}\n </Label>\n <Input\n id=\"bra-account-currency\"\n value={currency}\n onChange={(e) => setCurrency(e.target.value.toUpperCase())}\n maxLength={3}\n />\n </div>\n </div>\n\n <div className=\"space-y-2\">\n <Label htmlFor=\"bra-account-institution\">\n {translate('brainyrich.dashboard.newAccount.institution', 'Institution (optional)')}\n </Label>\n <Input\n id=\"bra-account-institution\"\n value={institution}\n onChange={(e) => setInstitution(e.target.value)}\n placeholder={translate(\n 'brainyrich.dashboard.newAccount.institutionPlaceholder',\n 'e.g. Fidelity'\n )}\n />\n </div>\n\n <HouseholdPicker\n id=\"bra-account-household\"\n value={householdId}\n onChange={setHouseholdId}\n label={translate('brainyrich.dashboard.newAccount.household', 'Household (optional)')}\n noneLabel={translate('brainyrich.dashboard.newAccount.noHousehold', 'No household')}\n disabled={createAccount.isPending}\n />\n\n <div className=\"space-y-2\">\n <Label htmlFor=\"bra-account-cash\">\n {translate('brainyrich.dashboard.newAccount.cash', 'Cash balance (optional)')}\n </Label>\n <Input\n id=\"bra-account-cash\"\n type=\"number\"\n inputMode=\"decimal\"\n step=\"0.01\"\n value={cashBalance}\n onChange={(e) => setCashBalance(e.target.value)}\n placeholder=\"0.00\"\n />\n </div>\n\n {createAccount.isError ? (\n <p className=\"text-sm text-status-error-text\">\n {createAccount.error instanceof Error\n ? createAccount.error.message\n : translate('brainyrich.dashboard.newAccount.error', 'Could not create account.')}\n </p>\n ) : null}\n\n <DialogFooter>\n <Button\n type=\"button\"\n variant=\"outline\"\n onClick={() => setOpen(false)}\n disabled={createAccount.isPending}\n >\n {translate('brainyrich.common.cancel', 'Cancel')}\n </Button>\n <Button type=\"submit\" disabled={!canSubmit}>\n {createAccount.isPending\n ? translate('brainyrich.dashboard.newAccount.creating', 'Creating…')\n : translate('brainyrich.dashboard.newAccount.create', 'Create account')}\n </Button>\n </DialogFooter>\n </form>\n </DialogContent>\n </Dialog>\n 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