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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1	- {"version":3,"file":"TaxPage.js","names":[],"sources":["../../../src/brainyrich/pages/TaxPage.tsx"],"sourcesContent":["import { useMemo, useState } from 'react';\nimport {\n Badge,\n Button,\n Card,\n CardContent,\n CardDescription,\n CardHeader,\n CardTitle,\n Dialog,\n DialogClose,\n DialogContent,\n DialogDescription,\n DialogFooter,\n DialogHeader,\n DialogTitle,\n DropdownMenu,\n DropdownMenuContent,\n DropdownMenuItem,\n DropdownMenuLabel,\n DropdownMenuSeparator,\n DropdownMenuTrigger,\n Input,\n Label,\n Select,\n SelectContent,\n SelectItem,\n SelectTrigger,\n SelectValue,\n Table,\n TableBody,\n TableCell,\n TableHead,\n TableHeader,\n TableRow,\n Tabs,\n TabsContent,\n TabsList,\n TabsTrigger,\n Textarea,\n} from '@burdenoff/fe-libs/ui';\nimport {\n ArrowDownRight,\n ArrowUpRight,\n Check,\n Coins,\n Landmark,\n MoreHorizontal,\n Receipt,\n ReceiptText,\n ShieldCheck,\n Sparkles,\n TrendingDown,\n TrendingUp,\n X,\n} from 'lucide-react';\nimport {\n usePagedInsights,\n useAllTransactions,\n useAllAccounts,\n usePortfolios,\n useHoldings,\n useCreateInsight,\n useAcknowledgeInsight,\n useDismissInsight,\n useResolveInsight,\n} from '../hooks/useBrainyRichApi';\nimport { LoadMore, ConfirmDialog } from '../components';\nimport type {\n BraAccount,\n BraAssetClass,\n BraHolding,\n BraInsight,\n BraInsightSeverity,\n} from '../types/bra';\nimport {\n SectionShell,\n KpiGrid,\n EmptyState,\n LoadingState,\n ErrorState,\n formatMoney,\n formatDate,\n statusBadgeVariant,\n deltaToneClass,\n} from './_shared';\n\n// ============================================================================\n// Domain helpers (derived from the SDL, never fabricated data)\n// ============================================================================\n\nconst SEVERITIES: BraInsightSeverity[] = ['INFO', 'LOW', 'MEDIUM', 'HIGH', 'CRITICAL'];\n\n/** Turn an UPPER_SNAKE enum member into a readable label. /\nfunction humanize(value: string): string {\n return value\n .toLowerCase()\n .split('_')\n .map((w) => w.charAt(0).toUpperCase() + w.slice(1))\n .join(' ');\n}\n\n/* Unrealized P/L for a holding = server market value − cost basis. /\nfunction unrealized(h: BraHolding): number {\n return h.marketValue - h.costBasis;\n}\n\n// ============================================================================\n// Page\n// ============================================================================\n\ninterface InsightFormState {\n title: string;\n detail: string;\n severity: BraInsightSeverity;\n /* Encoded as `${subjectType}:${id}` from the subject picker. /\n subject: string;\n}\n\nconst EMPTY_INSIGHT_FORM: InsightFormState = {\n title: '',\n detail: '',\n severity: 'MEDIUM',\n subject: '',\n};\n\nexport function TaxPage() {\n // Insights are a Connection — paginate with LoadMore. Tax-opportunity\n // insights are client-filtered (the list query has no `type` argument).\n const {\n items: insights,\n hasMore: insightsHasMore,\n loadMore: loadMoreInsights,\n isLoading: insightsLoading,\n isFetchingNextPage: insightsFetchingMore,\n isError: insightsError,\n refetch: refetchInsights,\n } = usePagedInsights();\n\n // Realized activity + income aggregated over the FULL transaction set\n // (not a truncated first page) via the fetch-all helper.\n const {\n data: transactions,\n isLoading: txLoading,\n isError: txError,\n refetch: refetchTransactions,\n } = useAllTransactions();\n\n // ALL accounts (with holdings) — drives the portfolio-wide unrealized total.\n const { data: accounts, isLoading: accountsLoading } = useAllAccounts();\n const { data: portfolios } = usePortfolios();\n\n const createInsight = useCreateInsight();\n const acknowledgeInsight = useAcknowledgeInsight();\n const dismissInsight = useDismissInsight();\n const resolveInsight = useResolveInsight();\n\n const [createOpen, setCreateOpen] = useState(false);\n const [form, setForm] = useState<InsightFormState>(EMPTY_INSIGHT_FORM);\n const [formError, setFormError] = useState<string \| null>(null);\n const [dismissTarget, setDismissTarget] = useState<BraInsight \| null>(null);\n\n // ---- Tax-opportunity insights (client-filtered — the list hook has no type arg) ----\n const taxInsights = useMemo(\n () => insights.filter((i) => i.type === 'TAX_OPPORTUNITY'),\n [insights]\n );\n const openTax = taxInsights.filter((i) => i.status === 'OPEN');\n\n // ---- Realized activity partitioned from real transactions ----\n const sells = useMemo(() => transactions.filter((t) => t.type === 'SELL'), [transactions]);\n const income = useMemo(\n () => transactions.filter((t) => t.type === 'DIVIDEND' \|\| t.type === 'INTEREST'),\n [transactions]\n );\n const realizedProceeds = sells.reduce((sum, t) => sum + t.amount, 0);\n const investmentIncome = income.reduce((sum, t) => sum + t.amount, 0);\n const moneyCurrency = sells[0]?.currency ?? income[0]?.currency ?? 'USD';\n\n // ---- Portfolio-wide unrealized P/L across EVERY account's holdings ----\n const totalUnrealizedAll = useMemo(\n () =>\n accounts.reduce(\n (sum, a) => sum + a.holdings.reduce((s, h) => s + unrealized(h), 0),\n 0\n ),\n [accounts]\n );\n const unrealizedCurrency = accounts[0]?.currency ?? moneyCurrency;\n\n const canCreate = accounts.length > 0 \|\| portfolios.length > 0;\n\n function openCreate() {\n setForm(EMPTY_INSIGHT_FORM);\n setFormError(null);\n setCreateOpen(true);\n }\n\n function submitCreate() {\n const title = form.title.trim();\n if (!title) {\n setFormError('A title is required.');\n return;\n }\n if (!form.subject) {\n setFormError('Select the account or portfolio this opportunity applies to.');\n return;\n }\n const [subjectType, subjectId] = form.subject.split(':');\n if (!subjectType \|\| !subjectId) {\n setFormError('Select a valid subject.');\n return;\n }\n createInsight.mutate(\n {\n type: 'TAX_OPPORTUNITY',\n severity: form.severity,\n title,\n detail: form.detail.trim() \|\| null,\n subjectId,\n subjectType,\n },\n {\n onSuccess: () => {\n setCreateOpen(false);\n setForm(EMPTY_INSIGHT_FORM);\n },\n onError: (err: unknown) => {\n setFormError(err instanceof Error ? err.message : 'Could not create the tax insight.');\n },\n }\n );\n }\n\n const insightPending =\n acknowledgeInsight.isPending \|\| dismissInsight.isPending \|\| resolveInsight.isPending;\n\n return (\n <SectionShell\n title=\"Tax Center\"\n description=\"Act on tax-opportunity insights and review unrealized and realized gains — all from your live portfolio data.\"\n badges={[`${openTax.length} open opportunit${openTax.length === 1 ? 'y' : 'ies'}`]}\n actionLabel=\"New tax insight\"\n onAction={openCreate}\n >\n <KpiGrid\n items={[\n { label: 'Open tax opportunities', value: String(openTax.length) },\n { label: 'Tax insights (all)', value: String(taxInsights.length) },\n {\n label: 'Realized proceeds',\n value: formatMoney(realizedProceeds, moneyCurrency),\n trend: `${sells.length} sale${sells.length === 1 ? '' : 's'}`,\n },\n {\n label: 'Investment income',\n value: formatMoney(investmentIncome, moneyCurrency),\n trend: `${income.length} dividend/interest`,\n },\n {\n label: 'Unrealized P/L (all accounts)',\n value: accountsLoading ? '—' : formatMoney(totalUnrealizedAll, unrealizedCurrency),\n trend: accountsLoading\n ? 'Loading…'\n : totalUnrealizedAll >= 0\n ? 'Net gain'\n : 'Net loss',\n deltaTone: totalUnrealizedAll >= 0 ? 'positive' : 'negative',\n },\n ]}\n />\n\n <Tabs defaultValue=\"opportunities\" className=\"space-y-4\">\n <TabsList className=\"grid w-full grid-cols-3\">\n <TabsTrigger value=\"opportunities\">Tax Opportunities</TabsTrigger>\n <TabsTrigger value=\"unrealized\">Unrealized Gains</TabsTrigger>\n <TabsTrigger value=\"realized\">Realized Activity</TabsTrigger>\n </TabsList>\n\n {/* ---------------- Tax opportunities ---------------- /}\n <TabsContent value=\"opportunities\">\n <Card>\n <CardHeader>\n <CardTitle className=\"flex items-center gap-2\">\n <Sparkles className=\"h-5 w-5\" aria-hidden=\"true\" />\n Tax-opportunity insights\n </CardTitle>\n <CardDescription>\n Tax-loss harvesting and other tax signals detected across your accounts and\n portfolios.\n </CardDescription>\n </CardHeader>\n <CardContent>\n {insightsLoading ? (\n <LoadingState />\n ) : insightsError ? (\n <ErrorState onRetry={() => refetchInsights()} />\n ) : taxInsights.length === 0 ? (\n <EmptyState\n icon={<Receipt className=\"size-6\" aria-hidden=\"true\" />}\n title=\"No tax opportunities yet\"\n description=\"Tax-opportunity insights appear here as the backend generates them from your holdings. You can also flag one manually.\"\n action={\n canCreate ? (\n <Button size=\"sm\" onClick={openCreate}>\n <Sparkles className=\"size-4\" aria-hidden=\"true\" />\n New tax insight\n </Button>\n ) : undefined\n }\n />\n ) : (\n <div className=\"space-y-3\">\n {taxInsights.map((insight) => (\n <TaxInsightRow\n key={insight.id}\n insight={insight}\n actionPending={insightPending}\n onAcknowledge={() => acknowledgeInsight.mutate(insight.id)}\n onResolve={() => resolveInsight.mutate(insight.id)}\n onDismiss={() => setDismissTarget(insight)}\n />\n ))}\n <LoadMore\n hasMore={insightsHasMore}\n onClick={loadMoreInsights}\n loading={insightsFetchingMore}\n label=\"Load more insights\"\n />\n </div>\n )}\n </CardContent>\n </Card>\n </TabsContent>\n\n {/ ---------------- Unrealized gains ---------------- /}\n <TabsContent value=\"unrealized\">\n <UnrealizedGainsTab accounts={accounts} />\n </TabsContent>\n\n {/ ---------------- Realized activity ---------------- /}\n <TabsContent value=\"realized\">\n <Card>\n <CardHeader>\n <CardTitle className=\"flex items-center gap-2\">\n <ReceiptText className=\"h-5 w-5\" aria-hidden=\"true\" />\n Realized activity\n </CardTitle>\n <CardDescription>\n Realized sales, dividends and interest — the taxable events recorded on your\n accounts.\n </CardDescription>\n </CardHeader>\n <CardContent className=\"space-y-6\">\n {txLoading ? (\n <LoadingState />\n ) : txError ? (\n <ErrorState onRetry={() => refetchTransactions()} />\n ) : sells.length === 0 && income.length === 0 ? (\n <EmptyState\n icon={<ReceiptText className=\"size-6\" aria-hidden=\"true\" />}\n title=\"No taxable activity recorded\"\n description=\"Sales, dividends and interest show up here once transactions are recorded against your accounts.\"\n />\n ) : (\n <>\n {/ Realized sales /}\n <div className=\"space-y-2\">\n <div className=\"flex items-center gap-2\">\n <Landmark className=\"size-4 text-text-secondary\" aria-hidden=\"true\" />\n <h3 className=\"text-sm font-semibold text-text-primary\">Realized sales</h3>\n <Badge variant=\"secondary\">{sells.length}</Badge>\n </div>\n {sells.length === 0 ? (\n <p className=\"text-sm text-text-secondary\">No sales recorded.</p>\n ) : (\n <div className=\"overflow-x-auto\">\n <Table>\n <TableHeader>\n <TableRow>\n <TableHead>Symbol</TableHead>\n <TableHead className=\"text-right\">Quantity</TableHead>\n <TableHead className=\"text-right\">Price</TableHead>\n <TableHead className=\"text-right\">Proceeds</TableHead>\n <TableHead>Trade date</TableHead>\n </TableRow>\n </TableHeader>\n <TableBody>\n {sells.map((t) => (\n <TableRow key={t.id}>\n <TableCell className=\"font-medium text-text-primary\">\n {t.symbol ?? '—'}\n </TableCell>\n <TableCell className=\"text-right text-text-secondary\">\n {t.quantity}\n </TableCell>\n <TableCell className=\"text-right text-text-secondary\">\n {formatMoney(t.price, t.currency)}\n </TableCell>\n <TableCell className=\"text-right font-medium text-text-primary\">\n {formatMoney(t.amount, t.currency)}\n </TableCell>\n <TableCell className=\"text-text-secondary\">\n {formatDate(t.tradeDate)}\n </TableCell>\n </TableRow>\n ))}\n </TableBody>\n </Table>\n </div>\n )}\n </div>\n\n {/ Investment income /}\n <div className=\"space-y-2\">\n <div className=\"flex items-center gap-2\">\n <Coins className=\"size-4 text-text-secondary\" aria-hidden=\"true\" />\n <h3 className=\"text-sm font-semibold text-text-primary\">\n Dividends & interest\n </h3>\n <Badge variant=\"secondary\">{income.length}</Badge>\n </div>\n {income.length === 0 ? (\n <p className=\"text-sm text-text-secondary\">No income recorded.</p>\n ) : (\n <div className=\"overflow-x-auto\">\n <Table>\n <TableHeader>\n <TableRow>\n <TableHead>Type</TableHead>\n <TableHead>Symbol</TableHead>\n <TableHead className=\"text-right\">Amount</TableHead>\n <TableHead>Trade date</TableHead>\n </TableRow>\n </TableHeader>\n <TableBody>\n {income.map((t) => (\n <TableRow key={t.id}>\n <TableCell>\n <Badge variant=\"outline\">{humanize(t.type)}</Badge>\n </TableCell>\n <TableCell className=\"text-text-secondary\">\n {t.symbol ?? '—'}\n </TableCell>\n <TableCell className=\"text-right font-medium text-status-success-text\">\n {formatMoney(t.amount, t.currency)}\n </TableCell>\n <TableCell className=\"text-text-secondary\">\n {formatDate(t.tradeDate)}\n </TableCell>\n </TableRow>\n ))}\n </TableBody>\n </Table>\n </div>\n )}\n </div>\n </>\n )}\n </CardContent>\n </Card>\n </TabsContent>\n </Tabs>\n\n {/ ---------------- Create tax insight dialog ---------------- /}\n <Dialog\n open={createOpen}\n onOpenChange={(open) => {\n setCreateOpen(open);\n if (!open) setFormError(null);\n }}\n >\n <DialogContent className=\"max-h-[90vh] overflow-y-auto sm:max-w-lg\">\n <DialogHeader>\n <DialogTitle>New tax insight</DialogTitle>\n <DialogDescription>\n Flag a tax opportunity against one of your accounts or portfolios.\n </DialogDescription>\n </DialogHeader>\n\n {!canCreate ? (\n <EmptyState\n title=\"No subject available\"\n description=\"Create an account or portfolio first, then flag a tax opportunity against it.\"\n />\n ) : (\n <div className=\"space-y-4 py-2\">\n <div className=\"space-y-2\">\n <Label htmlFor=\"tax-title\">Title</Label>\n <Input\n id=\"tax-title\"\n value={form.title}\n onChange={(e) => setForm((f) => ({ ...f, title: e.target.value }))}\n placeholder=\"e.g. Harvest losses in tech holdings\"\n />\n </div>\n\n <div className=\"grid gap-4 sm:grid-cols-2\">\n <div className=\"space-y-2\">\n <Label htmlFor=\"tax-severity\">Severity</Label>\n <Select\n value={form.severity}\n onValueChange={(v) =>\n setForm((f) => ({ ...f, severity: v as BraInsightSeverity }))\n }\n >\n <SelectTrigger id=\"tax-severity\">\n <SelectValue />\n </SelectTrigger>\n <SelectContent>\n {SEVERITIES.map((s) => (\n <SelectItem key={s} value={s}>\n {humanize(s)}\n </SelectItem>\n ))}\n </SelectContent>\n </Select>\n </div>\n <div className=\"space-y-2\">\n <Label htmlFor=\"tax-subject\">Applies to</Label>\n <Select\n value={form.subject}\n onValueChange={(v) => setForm((f) => ({ ...f, subject: v }))}\n >\n <SelectTrigger id=\"tax-subject\">\n <SelectValue placeholder=\"Select subject\" />\n </SelectTrigger>\n <SelectContent>\n {portfolios.map((p) => (\n <SelectItem key={`portfolio:${p.id}`} value={`portfolio:${p.id}`}>\n Portfolio · {p.name}\n </SelectItem>\n ))}\n {accounts.map((a) => (\n <SelectItem key={`account:${a.id}`} value={`account:${a.id}`}>\n Account · {a.name}\n </SelectItem>\n ))}\n </SelectContent>\n </Select>\n </div>\n </div>\n\n <div className=\"space-y-2\">\n <Label htmlFor=\"tax-detail\">Detail</Label>\n <Textarea\n id=\"tax-detail\"\n value={form.detail}\n onChange={(e) => setForm((f) => ({ ...f, detail: e.target.value }))}\n rows={3}\n placeholder=\"What is the opportunity and how should it be actioned?\"\n />\n </div>\n\n {formError ? (\n <p className=\"text-sm text-status-error-text\" role=\"alert\">\n {formError}\n </p>\n ) : null}\n </div>\n )}\n\n <DialogFooter>\n <DialogClose asChild>\n <Button variant=\"outline\" disabled={createInsight.isPending}>\n Cancel\n </Button>\n </DialogClose>\n <Button\n onClick={submitCreate}\n disabled={\n !canCreate \|\| !form.title.trim() \|\| !form.subject \|\| createInsight.isPending\n }\n >\n {createInsight.isPending ? 'Creating…' : 'Create insight'}\n </Button>\n </DialogFooter>\n </DialogContent>\n </Dialog>\n\n {/ ---------------- Dismiss confirmation ---------------- /}\n <ConfirmDialog\n open={Boolean(dismissTarget)}\n onOpenChange={(open) => {\n if (!open) setDismissTarget(null);\n }}\n title=\"Dismiss tax insight?\"\n description={\n dismissTarget ? (\n <>\n “{dismissTarget.title}” will be marked as dismissed and removed from your\n open opportunities. This does not delete the underlying holdings or transactions.\n </>\n ) : undefined\n }\n confirmLabel=\"Dismiss insight\"\n pendingLabel=\"Dismissing…\"\n destructive\n pending={dismissInsight.isPending}\n onConfirm={() => {\n if (!dismissTarget) return;\n dismissInsight.mutate(dismissTarget.id, {\n onSuccess: () => setDismissTarget(null),\n });\n }}\n />\n </SectionShell>\n );\n}\n\n// ============================================================================\n// Unrealized gains tab — per-account holdings P/L (real market value − cost basis)\n// ============================================================================\n\nfunction UnrealizedGainsTab({ accounts }: { accounts: BraAccount[] }) {\n const [accountId, setAccountId] = useState<string>('');\n const selectedId = accountId \|\| accounts[0]?.id;\n const selectedAccount = accounts.find((a) => a.id === selectedId);\n\n const { data: holdings, isLoading, isError, refetch } = useHoldings({ accountId: selectedId });\n\n const currency = selectedAccount?.currency ?? holdings[0]?.currency ?? 'USD';\n\n const totalUnrealized = holdings.reduce((sum, h) => sum + unrealized(h), 0);\n const gainers = holdings.filter((h) => unrealized(h) > 0).length;\n const losers = holdings.filter((h) => unrealized(h) < 0).length;\n\n // Group holdings by asset class with subtotals (grouped, colored by gain/loss).\n const groups = useMemo(() => {\n const map = new Map<BraAssetClass, BraHolding[]>();\n for (const h of holdings) {\n const arr = map.get(h.assetClass) ?? [];\n arr.push(h);\n map.set(h.assetClass, arr);\n }\n return Array.from(map.entries());\n }, [holdings]);\n\n if (accounts.length === 0) {\n return (\n <Card>\n <CardContent className=\"pt-6\">\n <EmptyState\n icon={<TrendingUp className=\"size-6\" aria-hidden=\"true\" />}\n title=\"No accounts yet\"\n description=\"Add an account with holdings to see unrealized gains and losses.\"\n />\n </CardContent>\n </Card>\n );\n }\n\n return (\n <Card>\n <CardHeader className=\"flex flex-col gap-4 md:flex-row md:items-start md:justify-between\">\n <div>\n <CardTitle className=\"flex items-center gap-2\">\n <TrendingUp className=\"h-5 w-5\" aria-hidden=\"true\" />\n Unrealized gains & losses\n </CardTitle>\n <CardDescription>\n Market value minus cost basis for each holding in the selected account.\n </CardDescription>\n </div>\n <div className=\"w-full md:w-64\">\n <Label htmlFor=\"unrealized-account\" className=\"sr-only\">\n Account\n </Label>\n <Select value={selectedId ?? ''} onValueChange={setAccountId}>\n <SelectTrigger id=\"unrealized-account\">\n <SelectValue placeholder=\"Select account\" />\n </SelectTrigger>\n <SelectContent>\n {accounts.map((a) => (\n <SelectItem key={a.id} value={a.id}>\n {a.name}\n </SelectItem>\n ))}\n </SelectContent>\n </Select>\n </div>\n </CardHeader>\n <CardContent className=\"space-y-4\">\n {isLoading ? (\n <LoadingState />\n ) : isError ? (\n <ErrorState onRetry={() => refetch()} />\n ) : holdings.length === 0 ? (\n <EmptyState\n icon={<TrendingUp className=\"size-6\" aria-hidden=\"true\" />}\n title=\"No holdings in this account\"\n description=\"Unrealized gains appear once this account has holdings with a cost basis.\"\n />\n ) : (\n <>\n <KpiGrid\n items={[\n {\n label: 'Unrealized P/L',\n value: formatMoney(totalUnrealized, currency),\n trend: totalUnrealized >= 0 ? 'Net gain' : 'Net loss',\n deltaTone: totalUnrealized >= 0 ? 'positive' : 'negative',\n },\n { label: 'Holdings', value: String(holdings.length) },\n { label: 'Gainers', value: String(gainers) },\n { label: 'Losers', value: String(losers) },\n ]}\n />\n\n <div className=\"space-y-6\">\n {groups.map(([assetClass, rows]) => {\n const groupTotal = rows.reduce((sum, h) => sum + unrealized(h), 0);\n return (\n <div key={assetClass} className=\"space-y-2\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-2\">\n <h3 className=\"text-sm font-semibold text-text-primary\">\n {humanize(assetClass)}\n </h3>\n <Badge variant=\"secondary\">{rows.length}</Badge>\n </div>\n <GainLoss value={groupTotal} currency={currency} />\n </div>\n <div className=\"overflow-x-auto\">\n <Table>\n <TableHeader>\n <TableRow>\n <TableHead>Symbol</TableHead>\n <TableHead className=\"text-right\">Quantity</TableHead>\n <TableHead className=\"text-right\">Cost basis</TableHead>\n <TableHead className=\"text-right\">Market value</TableHead>\n <TableHead className=\"text-right\">Unrealized</TableHead>\n </TableRow>\n </TableHeader>\n <TableBody>\n {rows.map((h) => (\n <TableRow key={h.id}>\n <TableCell>\n <p className=\"font-medium text-text-primary\">{h.symbol}</p>\n {h.name ? (\n <p className=\"text-xs text-text-secondary\">{h.name}</p>\n ) : null}\n </TableCell>\n <TableCell className=\"text-right text-text-secondary\">\n {h.quantity}\n </TableCell>\n <TableCell className=\"text-right text-text-secondary\">\n {formatMoney(h.costBasis, h.currency)}\n </TableCell>\n <TableCell className=\"text-right text-text-primary\">\n {formatMoney(h.marketValue, h.currency)}\n </TableCell>\n <TableCell className=\"text-right\">\n <GainLoss value={unrealized(h)} currency={h.currency} />\n </TableCell>\n </TableRow>\n ))}\n </TableBody>\n </Table>\n </div>\n </div>\n );\n })}\n </div>\n </>\n )}\n </CardContent>\n </Card>\n );\n}\n\n/* Signed money with an arrow icon + semantic color (color is never the only signal). */\nfunction GainLoss({ value, currency }: { value: number; currency: string }) {\n const positive = value > 0;\n const negative = value < 0;\n const Icon = positive ? ArrowUpRight : negative ? ArrowDownRight : TrendingDown;\n const sign = positive ? '+' : '';\n return (\n <span\n className={`inline-flex items-center justify-end gap-1 font-semibold ${deltaToneClass(value)}`}\n >\n {value !== 0 ? <Icon className=\"size-4\" aria-hidden=\"true\" /> : null}\n {sign}\n {formatMoney(value, currency)}\n </span>\n );\n}\n\n// ============================================================================\n// Tax-insight row (acknowledge / resolve / dismiss)\n// ============================================================================\n\nfunction TaxInsightRow({\n insight,\n actionPending,\n onAcknowledge,\n onResolve,\n onDismiss,\n}: {\n insight: BraInsight;\n actionPending: boolean;\n onAcknowledge: () => void;\n onResolve: () => void;\n onDismiss: () => void;\n}) {\n const terminal = insight.status === 'RESOLVED' \|\| insight.status === 'DISMISSED';\n return (\n <div className=\"flex items-start justify-between gap-4 rounded-lg border border-border-subtle bg-bg-surface p-4\">\n <div className=\"min-w-0 space-y-1\">\n <div className=\"flex flex-wrap items-center gap-2\">\n <p className=\"font-medium text-text-primary\">{insight.title}</p>\n <Badge variant={statusBadgeVariant(insight.severity)}>{humanize(insight.severity)}</Badge>\n <Badge variant={statusBadgeVariant(insight.status)}>{humanize(insight.status)}</Badge>\n </div>\n {insight.detail ? <p className=\"text-sm text-text-secondary\">{insight.detail}</p> : null}\n <p className=\"text-xs text-text-muted\">\n {humanize(insight.subjectType)} · Detected {formatDate(insight.createdAt)}\n </p>\n </div>\n {terminal ? (\n <span className=\"mt-1 text-xs text-text-muted\">Closed</span>\n ) : (\n <DropdownMenu>\n <DropdownMenuTrigger asChild>\n <Button\n variant=\"ghost\"\n size=\"sm\"\n aria-label={`Actions for ${insight.title}`}\n disabled={actionPending}\n >\n <MoreHorizontal className=\"size-4\" aria-hidden=\"true\" />\n </Button>\n </DropdownMenuTrigger>\n <DropdownMenuContent align=\"end\">\n <DropdownMenuLabel>Actions</DropdownMenuLabel>\n <DropdownMenuSeparator />\n {insight.status === 'OPEN' ? (\n <DropdownMenuItem onClick={onAcknowledge}>\n <Check className=\"size-4\" aria-hidden=\"true\" />\n Acknowledge\n </DropdownMenuItem>\n ) : null}\n <DropdownMenuItem onClick={onResolve}>\n <ShieldCheck className=\"size-4\" aria-hidden=\"true\" />\n Resolve\n </DropdownMenuItem>\n <DropdownMenuItem className=\"text-status-error-text\" onClick={onDismiss}>\n <X className=\"size-4\" aria-hidden=\"true\" />\n Dismiss\n </DropdownMenuItem>\n </DropdownMenuContent>\n </DropdownMenu>\n )}\n </div>\n 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1	+ {"version":3,"file":"TaxPage.js","names":[],"sources":["../../../src/brainyrich/pages/TaxPage.tsx"],"sourcesContent":["import { useMemo, useState } from 'react';\nimport {\n Badge,\n Button,\n Card,\n CardContent,\n CardDescription,\n CardHeader,\n CardTitle,\n Dialog,\n DialogClose,\n DialogContent,\n DialogDescription,\n DialogFooter,\n DialogHeader,\n DialogTitle,\n DropdownMenu,\n DropdownMenuContent,\n DropdownMenuItem,\n DropdownMenuLabel,\n DropdownMenuSeparator,\n DropdownMenuTrigger,\n Input,\n Label,\n Select,\n SelectContent,\n SelectItem,\n SelectTrigger,\n SelectValue,\n Table,\n TableBody,\n TableCell,\n TableHead,\n TableHeader,\n TableRow,\n Tabs,\n TabsContent,\n TabsList,\n TabsTrigger,\n Textarea,\n} from '@burdenoff/fe-libs/ui';\nimport {\n ArrowDownRight,\n ArrowUpRight,\n Check,\n Coins,\n Landmark,\n MoreHorizontal,\n Receipt,\n ReceiptText,\n Scissors,\n ShieldCheck,\n Sparkles,\n TrendingDown,\n TrendingUp,\n X,\n} from 'lucide-react';\nimport {\n usePagedInsights,\n useAllTransactions,\n useAllAccounts,\n usePortfolios,\n useHoldings,\n useCreateInsight,\n useAcknowledgeInsight,\n useDismissInsight,\n useResolveInsight,\n} from '../hooks/useBrainyRichApi';\nimport {\n LoadMore,\n ConfirmDialog,\n DonutChart,\n MiniAreaChart,\n ProgressRing,\n LifecycleStepper,\n StatTile,\n GlassCard,\n FadeIn,\n type DonutDatum,\n type VizTone,\n} from '../components';\nimport type {\n BraAccount,\n BraAssetClass,\n BraHolding,\n BraInsight,\n BraInsightSeverity,\n} from '../types/bra';\nimport {\n SectionShell,\n AllocationBars,\n EmptyState,\n LoadingState,\n ErrorState,\n formatMoney,\n formatDate,\n statusBadgeVariant,\n deltaToneClass,\n} from './_shared';\n\n// ============================================================================\n// Domain helpers (derived from the SDL, never fabricated data)\n// ============================================================================\n\nconst SEVERITIES: BraInsightSeverity[] = ['INFO', 'LOW', 'MEDIUM', 'HIGH', 'CRITICAL'];\n\n/** Turn an UPPER_SNAKE enum member into a readable label. /\nfunction humanize(value: string): string {\n return value\n .toLowerCase()\n .split('_')\n .map((w) => w.charAt(0).toUpperCase() + w.slice(1))\n .join(' ');\n}\n\n/* Unrealized P/L for a holding = server market value − cost basis. /\nfunction unrealized(h: BraHolding): number {\n return h.marketValue - h.costBasis;\n}\n\n/* Severity → semantic viz tone (color is never the only signal). /\nfunction severityTone(sev: BraInsightSeverity): VizTone {\n switch (sev) {\n case 'CRITICAL':\n return 'error';\n case 'HIGH':\n return 'warning';\n case 'MEDIUM':\n return 'info';\n case 'LOW':\n return 'teal';\n default:\n return 'neutral';\n }\n}\n\n/* A real holding sitting at an unrealized loss — a tax-loss-harvest candidate. /\ninterface HarvestCandidate {\n holding: BraHolding;\n accountId: string;\n accountName: string;\n loss: number; // negative\n}\n\n// ============================================================================\n// Page\n// ============================================================================\n\ninterface InsightFormState {\n title: string;\n detail: string;\n severity: BraInsightSeverity;\n /* Encoded as `${subjectType}:${id}` from the subject picker. /\n subject: string;\n}\n\nconst EMPTY_INSIGHT_FORM: InsightFormState = {\n title: '',\n detail: '',\n severity: 'MEDIUM',\n subject: '',\n};\n\nexport function TaxPage() {\n // Insights are a Connection — paginate with LoadMore. Tax-opportunity\n // insights are client-filtered (the list query has no `type` argument).\n const {\n items: insights,\n hasMore: insightsHasMore,\n loadMore: loadMoreInsights,\n isLoading: insightsLoading,\n isFetchingNextPage: insightsFetchingMore,\n isError: insightsError,\n refetch: refetchInsights,\n } = usePagedInsights();\n\n // Realized activity + income aggregated over the FULL transaction set\n // (not a truncated first page) via the fetch-all helper.\n const {\n data: transactions,\n isLoading: txLoading,\n isError: txError,\n refetch: refetchTransactions,\n } = useAllTransactions();\n\n // ALL accounts (with holdings) — drives the portfolio-wide unrealized total.\n const { data: accounts, isLoading: accountsLoading } = useAllAccounts();\n const { data: portfolios } = usePortfolios();\n\n const createInsight = useCreateInsight();\n const acknowledgeInsight = useAcknowledgeInsight();\n const dismissInsight = useDismissInsight();\n const resolveInsight = useResolveInsight();\n\n const [createOpen, setCreateOpen] = useState(false);\n const [form, setForm] = useState<InsightFormState>(EMPTY_INSIGHT_FORM);\n const [formError, setFormError] = useState<string \| null>(null);\n const [dismissTarget, setDismissTarget] = useState<BraInsight \| null>(null);\n\n // ---- Tax-opportunity insights (client-filtered — the list hook has no type arg) ----\n const taxInsights = useMemo(\n () => insights.filter((i) => i.type === 'TAX_OPPORTUNITY'),\n [insights]\n );\n const openTax = useMemo(() => taxInsights.filter((i) => i.status === 'OPEN'), [taxInsights]);\n\n // Open-tax severity mix drives the signal donut (real counts, no fabrication).\n const severityMix = useMemo<DonutDatum[]>(() => {\n const order: BraInsightSeverity[] = ['CRITICAL', 'HIGH', 'MEDIUM', 'LOW', 'INFO'];\n return order\n .map((sev) => ({\n label: humanize(sev),\n value: openTax.filter((i) => i.severity === sev).length,\n tone: severityTone(sev),\n }))\n .filter((d) => d.value > 0);\n }, [openTax]);\n\n // ---- Realized activity partitioned from real transactions ----\n const sells = useMemo(() => transactions.filter((t) => t.type === 'SELL'), [transactions]);\n const income = useMemo(\n () => transactions.filter((t) => t.type === 'DIVIDEND' \|\| t.type === 'INTEREST'),\n [transactions]\n );\n const realizedProceeds = sells.reduce((sum, t) => sum + t.amount, 0);\n const investmentIncome = income.reduce((sum, t) => sum + t.amount, 0);\n const moneyCurrency = sells[0]?.currency ?? income[0]?.currency ?? 'USD';\n\n // Cumulative realized-proceeds series over trade dates (spark + area chart).\n const proceedsSeries = useMemo(() => {\n const sorted = [...sells].sort(\n (a, b) => new Date(a.tradeDate).getTime() - new Date(b.tradeDate).getTime()\n );\n return sorted.reduce<{ x: string; y: number }[]>((acc, t) => {\n const prev = acc.length > 0 ? acc[acc.length - 1].y : 0;\n acc.push({ x: formatDate(t.tradeDate), y: prev + t.amount });\n return acc;\n }, []);\n }, [sells]);\n const proceedsSpark = proceedsSeries.map((p) => p.y);\n\n // ---- Portfolio-wide unrealized P/L across EVERY account's holdings ----\n const totalUnrealizedAll = useMemo(\n () => accounts.reduce((sum, a) => sum + a.holdings.reduce((s, h) => s + unrealized(h), 0), 0),\n [accounts]\n );\n const unrealizedCurrency = accounts[0]?.currency ?? moneyCurrency;\n\n // ---- Tax-loss-harvest candidates: every holding at an unrealized loss ----\n const harvestCandidates = useMemo<HarvestCandidate[]>(\n () =>\n accounts\n .flatMap((a) =>\n a.holdings\n .filter((h) => unrealized(h) < 0)\n .map((h) => ({\n holding: h,\n accountId: a.id,\n accountName: a.name,\n loss: unrealized(h),\n }))\n )\n .sort((a, b) => a.loss - b.loss),\n [accounts]\n );\n const harvestableLoss = harvestCandidates.reduce((sum, c) => sum + c.loss, 0);\n const harvestCurrency = harvestCandidates[0]?.holding.currency ?? unrealizedCurrency;\n\n const canCreate = accounts.length > 0 \|\| portfolios.length > 0;\n\n function openCreate() {\n setForm(EMPTY_INSIGHT_FORM);\n setFormError(null);\n setCreateOpen(true);\n }\n\n /** Flag a rebalance/harvest proposal against the candidate's real account. /\n function startProposal(c: HarvestCandidate) {\n setForm({\n title: `Harvest ${c.holding.symbol} loss`,\n detail: `Tax-loss-harvest candidate: ${c.holding.symbol} is sitting at an unrealized loss of ${formatMoney(\n c.loss,\n c.holding.currency\n )}. Create a rebalance proposal to realize the loss while holding the target allocation.`,\n severity: 'MEDIUM',\n subject: `account:${c.accountId}`,\n });\n setFormError(null);\n setCreateOpen(true);\n }\n\n function submitCreate() {\n const title = form.title.trim();\n if (!title) {\n setFormError('A title is required.');\n return;\n }\n if (!form.subject) {\n setFormError('Select the account or portfolio this opportunity applies to.');\n return;\n }\n const [subjectType, subjectId] = form.subject.split(':');\n if (!subjectType \|\| !subjectId) {\n setFormError('Select a valid subject.');\n return;\n }\n createInsight.mutate(\n {\n type: 'TAX_OPPORTUNITY',\n severity: form.severity,\n title,\n detail: form.detail.trim() \|\| null,\n subjectId,\n subjectType,\n },\n {\n onSuccess: () => {\n setCreateOpen(false);\n setForm(EMPTY_INSIGHT_FORM);\n },\n onError: (err: unknown) => {\n setFormError(err instanceof Error ? err.message : 'Could not create the tax insight.');\n },\n }\n );\n }\n\n const insightPending =\n acknowledgeInsight.isPending \|\| dismissInsight.isPending \|\| resolveInsight.isPending;\n\n return (\n <SectionShell\n title=\"Tax Center\"\n description=\"Act on tax-opportunity insights and review unrealized and realized gains — all from your live portfolio data.\"\n badges={[`${openTax.length} open opportunit${openTax.length === 1 ? 'y' : 'ies'}`]}\n actionLabel=\"New tax insight\"\n onAction={openCreate}\n >\n {/ ---------------- Premium KPI band ---------------- /}\n <FadeIn>\n <div className=\"grid grid-cols-1 gap-4 sm:grid-cols-2 lg:grid-cols-3 xl:grid-cols-5\">\n <StatTile\n label=\"Open opportunities\"\n value={String(openTax.length)}\n icon={<Sparkles className=\"size-4\" aria-hidden=\"true\" />}\n glow\n />\n <StatTile\n label=\"Realized proceeds\"\n value={formatMoney(realizedProceeds, moneyCurrency)}\n icon={<Landmark className=\"size-4\" aria-hidden=\"true\" />}\n spark={proceedsSpark.length > 1 ? proceedsSpark : undefined}\n sparkTone=\"brand\"\n />\n <StatTile\n label=\"Investment income\"\n value={formatMoney(investmentIncome, moneyCurrency)}\n icon={<Coins className=\"size-4\" aria-hidden=\"true\" />}\n />\n <StatTile\n label=\"Harvestable loss\"\n value={accountsLoading ? '—' : formatMoney(harvestableLoss, harvestCurrency)}\n icon={<Scissors className=\"size-4\" aria-hidden=\"true\" />}\n />\n <StatTile\n label=\"Unrealized P/L\"\n value={accountsLoading ? '—' : formatMoney(totalUnrealizedAll, unrealizedCurrency)}\n deltaTone={totalUnrealizedAll >= 0 ? 'positive' : 'negative'}\n icon={\n totalUnrealizedAll >= 0 ? (\n <TrendingUp className=\"size-4\" aria-hidden=\"true\" />\n ) : (\n <TrendingDown className=\"size-4\" aria-hidden=\"true\" />\n )\n }\n />\n </div>\n </FadeIn>\n\n <Tabs defaultValue=\"opportunities\" className=\"space-y-4\">\n <TabsList className=\"grid w-full grid-cols-2 sm:grid-cols-4\">\n <TabsTrigger value=\"opportunities\">Opportunities</TabsTrigger>\n <TabsTrigger value=\"harvest\">Harvest</TabsTrigger>\n <TabsTrigger value=\"unrealized\">Unrealized</TabsTrigger>\n <TabsTrigger value=\"realized\">Realized</TabsTrigger>\n </TabsList>\n\n {/ ---------------- Tax opportunities ---------------- /}\n <TabsContent value=\"opportunities\">\n <div className=\"grid gap-4 lg:grid-cols-3\">\n <Card className=\"lg:col-span-2\">\n <CardHeader>\n <CardTitle className=\"flex items-center gap-2\">\n <Sparkles className=\"h-5 w-5\" aria-hidden=\"true\" />\n Tax-opportunity insights\n </CardTitle>\n <CardDescription>\n Tax-loss harvesting and other tax signals detected across your accounts and\n portfolios.\n </CardDescription>\n </CardHeader>\n <CardContent>\n {insightsLoading ? (\n <LoadingState />\n ) : insightsError ? (\n <ErrorState onRetry={() => refetchInsights()} />\n ) : taxInsights.length === 0 ? (\n <EmptyState\n icon={<Receipt className=\"size-6\" aria-hidden=\"true\" />}\n title=\"No tax opportunities yet\"\n description=\"Tax-opportunity insights appear here as the backend generates them from your holdings. You can also flag one manually.\"\n action={\n canCreate ? (\n <Button size=\"sm\" onClick={openCreate}>\n <Sparkles className=\"size-4\" aria-hidden=\"true\" />\n New tax insight\n </Button>\n ) : undefined\n }\n />\n ) : (\n <div className=\"space-y-3\">\n {taxInsights.map((insight, i) => (\n <FadeIn key={insight.id} index={i}>\n <TaxInsightRow\n insight={insight}\n actionPending={insightPending}\n onAcknowledge={() => acknowledgeInsight.mutate(insight.id)}\n onResolve={() => resolveInsight.mutate(insight.id)}\n onDismiss={() => setDismissTarget(insight)}\n />\n </FadeIn>\n ))}\n <LoadMore\n hasMore={insightsHasMore}\n onClick={loadMoreInsights}\n loading={insightsFetchingMore}\n label=\"Load more insights\"\n />\n </div>\n )}\n </CardContent>\n </Card>\n\n {/ Signal mix + TLH lifecycle /}\n <div className=\"space-y-4\">\n <GlassCard glow>\n <div className=\"space-y-1\">\n <p className=\"text-sm font-semibold text-text-primary\">Open-signal mix</p>\n <p className=\"text-xs text-text-secondary\">\n Live tax opportunities grouped by severity.\n </p>\n </div>\n <div className=\"mt-4\">\n {severityMix.length === 0 ? (\n <p className=\"py-6 text-center text-sm text-text-secondary\">\n No open opportunities.\n </p>\n ) : (\n <DonutChart\n data={severityMix}\n centerValue={String(openTax.length)}\n centerLabel=\"open\"\n valueFormatter={(v) => `${v} signal${v === 1 ? '' : 's'}`}\n />\n )}\n </div>\n </GlassCard>\n\n <GlassCard>\n <p className=\"text-sm font-semibold text-text-primary\">Harvesting workflow</p>\n <p className=\"mb-4 mt-1 text-xs text-text-secondary\">\n How a loss becomes a realized tax benefit.\n </p>\n <LifecycleStepper\n steps={['Detect', 'Review', 'Proposal', 'Execute']}\n current=\"Review\"\n />\n </GlassCard>\n </div>\n </div>\n </TabsContent>\n\n {/ ---------------- Harvest candidates ---------------- /}\n <TabsContent value=\"harvest\">\n <HarvestCandidatesTab\n candidates={harvestCandidates}\n harvestableLoss={harvestableLoss}\n currency={harvestCurrency}\n loading={accountsLoading}\n canCreate={canCreate}\n onCreateProposal={startProposal}\n />\n </TabsContent>\n\n {/ ---------------- Unrealized gains ---------------- /}\n <TabsContent value=\"unrealized\">\n <UnrealizedGainsTab accounts={accounts} />\n </TabsContent>\n\n {/ ---------------- Realized activity ---------------- /}\n <TabsContent value=\"realized\">\n <Card>\n <CardHeader>\n <CardTitle className=\"flex items-center gap-2\">\n <ReceiptText className=\"h-5 w-5\" aria-hidden=\"true\" />\n Realized activity\n </CardTitle>\n <CardDescription>\n Realized sales, dividends and interest — the taxable events recorded on your\n accounts.\n </CardDescription>\n </CardHeader>\n <CardContent className=\"space-y-6\">\n {txLoading ? (\n <LoadingState />\n ) : txError ? (\n <ErrorState onRetry={() => refetchTransactions()} />\n ) : sells.length === 0 && income.length === 0 ? (\n <EmptyState\n icon={<ReceiptText className=\"size-6\" aria-hidden=\"true\" />}\n title=\"No taxable activity recorded\"\n description=\"Sales, dividends and interest show up here once transactions are recorded against your accounts.\"\n />\n ) : (\n <>\n {proceedsSeries.length > 1 ? (\n <div className=\"rounded-xl border border-border-subtle bg-bg-surface p-4\">\n <p className=\"text-sm font-semibold text-text-primary\">\n Cumulative realized proceeds\n </p>\n <p className=\"mb-3 text-xs text-text-secondary\">\n Running total of sale proceeds over trade dates.\n </p>\n <MiniAreaChart\n data={proceedsSeries}\n tone=\"brand\"\n valueFormatter={(v) => formatMoney(v, moneyCurrency)}\n />\n </div>\n ) : null}\n\n {/ Realized sales /}\n <div className=\"space-y-2\">\n <div className=\"flex items-center gap-2\">\n <Landmark className=\"size-4 text-text-secondary\" aria-hidden=\"true\" />\n <h3 className=\"text-sm font-semibold text-text-primary\">Realized sales</h3>\n <Badge variant=\"secondary\">{sells.length}</Badge>\n </div>\n {sells.length === 0 ? (\n <p className=\"text-sm text-text-secondary\">No sales recorded.</p>\n ) : (\n <div className=\"overflow-x-auto\">\n <Table>\n <TableHeader>\n <TableRow>\n <TableHead>Symbol</TableHead>\n <TableHead className=\"text-right\">Quantity</TableHead>\n <TableHead className=\"text-right\">Price</TableHead>\n <TableHead className=\"text-right\">Proceeds</TableHead>\n <TableHead>Trade date</TableHead>\n </TableRow>\n </TableHeader>\n <TableBody>\n {sells.map((t) => (\n <TableRow key={t.id}>\n <TableCell className=\"font-medium text-text-primary\">\n {t.symbol ?? '—'}\n </TableCell>\n <TableCell className=\"text-right text-text-secondary\">\n {t.quantity}\n </TableCell>\n <TableCell className=\"text-right text-text-secondary\">\n {formatMoney(t.price, t.currency)}\n </TableCell>\n <TableCell className=\"text-right font-medium text-text-primary\">\n {formatMoney(t.amount, t.currency)}\n </TableCell>\n <TableCell className=\"text-text-secondary\">\n {formatDate(t.tradeDate)}\n </TableCell>\n </TableRow>\n ))}\n </TableBody>\n </Table>\n </div>\n )}\n </div>\n\n {/ Investment income /}\n <div className=\"space-y-2\">\n <div className=\"flex items-center gap-2\">\n <Coins className=\"size-4 text-text-secondary\" aria-hidden=\"true\" />\n <h3 className=\"text-sm font-semibold text-text-primary\">\n Dividends & interest\n </h3>\n <Badge variant=\"secondary\">{income.length}</Badge>\n </div>\n {income.length === 0 ? (\n <p className=\"text-sm text-text-secondary\">No income recorded.</p>\n ) : (\n <div className=\"overflow-x-auto\">\n <Table>\n <TableHeader>\n <TableRow>\n <TableHead>Type</TableHead>\n <TableHead>Symbol</TableHead>\n <TableHead className=\"text-right\">Amount</TableHead>\n <TableHead>Trade date</TableHead>\n </TableRow>\n </TableHeader>\n <TableBody>\n {income.map((t) => (\n <TableRow key={t.id}>\n <TableCell>\n <Badge variant=\"outline\">{humanize(t.type)}</Badge>\n </TableCell>\n <TableCell className=\"text-text-secondary\">\n {t.symbol ?? '—'}\n </TableCell>\n <TableCell className=\"text-right font-medium text-status-success-text\">\n {formatMoney(t.amount, t.currency)}\n </TableCell>\n <TableCell className=\"text-text-secondary\">\n {formatDate(t.tradeDate)}\n </TableCell>\n </TableRow>\n ))}\n </TableBody>\n </Table>\n </div>\n )}\n </div>\n </>\n )}\n </CardContent>\n </Card>\n </TabsContent>\n </Tabs>\n\n {/ ---------------- Create tax insight dialog ---------------- /}\n <Dialog\n open={createOpen}\n onOpenChange={(open) => {\n setCreateOpen(open);\n if (!open) setFormError(null);\n }}\n >\n <DialogContent className=\"max-h-[90vh] overflow-y-auto sm:max-w-lg\">\n <DialogHeader>\n <DialogTitle>New tax insight</DialogTitle>\n <DialogDescription>\n Flag a tax opportunity against one of your accounts or portfolios.\n </DialogDescription>\n </DialogHeader>\n\n {!canCreate ? (\n <EmptyState\n title=\"No subject available\"\n description=\"Create an account or portfolio first, then flag a tax opportunity against it.\"\n />\n ) : (\n <div className=\"space-y-4 py-2\">\n <div className=\"space-y-2\">\n <Label htmlFor=\"tax-title\">Title</Label>\n <Input\n id=\"tax-title\"\n value={form.title}\n onChange={(e) => setForm((f) => ({ ...f, title: e.target.value }))}\n placeholder=\"e.g. Harvest losses in tech holdings\"\n />\n </div>\n\n <div className=\"grid gap-4 sm:grid-cols-2\">\n <div className=\"space-y-2\">\n <Label htmlFor=\"tax-severity\">Severity</Label>\n <Select\n value={form.severity}\n onValueChange={(v) =>\n setForm((f) => ({ ...f, severity: v as BraInsightSeverity }))\n }\n >\n <SelectTrigger id=\"tax-severity\">\n <SelectValue />\n </SelectTrigger>\n <SelectContent>\n {SEVERITIES.map((s) => (\n <SelectItem key={s} value={s}>\n {humanize(s)}\n </SelectItem>\n ))}\n </SelectContent>\n </Select>\n </div>\n <div className=\"space-y-2\">\n <Label htmlFor=\"tax-subject\">Applies to</Label>\n <Select\n value={form.subject}\n onValueChange={(v) => setForm((f) => ({ ...f, subject: v }))}\n >\n <SelectTrigger id=\"tax-subject\">\n <SelectValue placeholder=\"Select subject\" />\n </SelectTrigger>\n <SelectContent>\n {portfolios.map((p) => (\n <SelectItem key={`portfolio:${p.id}`} value={`portfolio:${p.id}`}>\n Portfolio · {p.name}\n </SelectItem>\n ))}\n {accounts.map((a) => (\n <SelectItem key={`account:${a.id}`} value={`account:${a.id}`}>\n Account · {a.name}\n </SelectItem>\n ))}\n </SelectContent>\n </Select>\n </div>\n </div>\n\n <div className=\"space-y-2\">\n <Label htmlFor=\"tax-detail\">Detail</Label>\n <Textarea\n id=\"tax-detail\"\n value={form.detail}\n onChange={(e) => setForm((f) => ({ ...f, detail: e.target.value }))}\n rows={3}\n placeholder=\"What is the opportunity and how should it be actioned?\"\n />\n </div>\n\n {formError ? (\n <p className=\"text-sm text-status-error-text\" role=\"alert\">\n {formError}\n </p>\n ) : null}\n </div>\n )}\n\n <DialogFooter>\n <DialogClose asChild>\n <Button variant=\"outline\" disabled={createInsight.isPending}>\n Cancel\n </Button>\n </DialogClose>\n <Button\n onClick={submitCreate}\n disabled={\n !canCreate \|\| !form.title.trim() \|\| !form.subject \|\| createInsight.isPending\n }\n >\n {createInsight.isPending ? 'Creating…' : 'Create insight'}\n </Button>\n </DialogFooter>\n </DialogContent>\n </Dialog>\n\n {/ ---------------- Dismiss confirmation ---------------- /}\n <ConfirmDialog\n open={Boolean(dismissTarget)}\n onOpenChange={(open) => {\n if (!open) setDismissTarget(null);\n }}\n title=\"Dismiss tax insight?\"\n description={\n dismissTarget ? (\n <>\n “{dismissTarget.title}” will be marked as dismissed and removed from your\n open opportunities. This does not delete the underlying holdings or transactions.\n </>\n ) : undefined\n }\n confirmLabel=\"Dismiss insight\"\n pendingLabel=\"Dismissing…\"\n destructive\n pending={dismissInsight.isPending}\n onConfirm={() => {\n if (!dismissTarget) return;\n dismissInsight.mutate(dismissTarget.id, {\n onSuccess: () => setDismissTarget(null),\n });\n }}\n />\n </SectionShell>\n );\n}\n\n// ============================================================================\n// Harvest candidates tab — real holdings at an unrealized loss (TLH)\n// ============================================================================\n\nfunction HarvestCandidatesTab({\n candidates,\n harvestableLoss,\n currency,\n loading,\n canCreate,\n onCreateProposal,\n}: {\n candidates: HarvestCandidate[];\n harvestableLoss: number;\n currency: string;\n loading: boolean;\n canCreate: boolean;\n onCreateProposal: (c: HarvestCandidate) => void;\n}) {\n // Each candidate's share of the total harvestable loss (real proportion).\n const contributors = useMemo(\n () =>\n candidates.slice(0, 6).map((c) => ({\n label: c.holding.symbol,\n value: harvestableLoss === 0 ? 0 : (c.loss / harvestableLoss) 100,\n tone: 'negative' as const,\n caption: formatMoney(c.loss, c.holding.currency),\n })),\n [candidates, harvestableLoss]\n );\n\n if (loading) {\n return (\n <Card>\n <CardContent className=\"pt-6\">\n <LoadingState />\n </CardContent>\n </Card>\n );\n }\n\n return (\n <div className=\"grid gap-4 lg:grid-cols-3\">\n <Card className=\"lg:col-span-2\">\n <CardHeader>\n <CardTitle className=\"flex items-center gap-2\">\n <Scissors className=\"h-5 w-5\" aria-hidden=\"true\" />\n Harvest candidates\n </CardTitle>\n <CardDescription>\n Holdings sitting at an unrealized loss — sell to realize the loss and offset gains.\n </CardDescription>\n </CardHeader>\n <CardContent className=\"space-y-4\">\n {candidates.length === 0 ? (\n <EmptyState\n icon={<Scissors className=\"size-6\" aria-hidden=\"true\" />}\n title=\"No harvest candidates\"\n description=\"Every holding is currently at or above its cost basis — there is nothing to harvest right now.\"\n />\n ) : (\n <>\n {contributors.length > 0 ? (\n <div className=\"rounded-xl border border-border-subtle bg-bg-surface p-4\">\n <p className=\"mb-3 text-xs font-medium uppercase tracking-wide text-text-secondary\">\n Loss by holding\n </p>\n <AllocationBars data={contributors} />\n </div>\n ) : null}\n\n <div className=\"overflow-x-auto\">\n <Table>\n <TableHeader>\n <TableRow>\n <TableHead>Symbol</TableHead>\n <TableHead>Account</TableHead>\n <TableHead className=\"text-right\">Qty</TableHead>\n <TableHead className=\"text-right\">Market value</TableHead>\n <TableHead className=\"text-right\">Unrealized loss</TableHead>\n <TableHead className=\"text-right\">Action</TableHead>\n </TableRow>\n </TableHeader>\n <TableBody>\n {candidates.map((c) => (\n <TableRow key={c.holding.id}>\n <TableCell>\n <p className=\"font-medium text-text-primary\">{c.holding.symbol}</p>\n {c.holding.name ? 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'' : 's'} below cost basis.\n </p>\n <div className=\"mt-4\">\n <Button\n className=\"w-full\"\n disabled={!canCreate \|\| candidates.length === 0}\n onClick={() => {\n if (candidates[0]) onCreateProposal(candidates[0]);\n }}\n >\n <Scissors className=\"size-4\" aria-hidden=\"true\" />\n Create rebalance proposal\n </Button>\n </div>\n </GlassCard>\n\n <GlassCard>\n <p className=\"text-sm font-semibold text-text-primary\">Suggested workflow</p>\n <p className=\"mb-4 mt-1 text-xs text-text-secondary\">\n Realize losses while holding your target allocation. Confirm wash-sale windows before\n executing.\n </p>\n <LifecycleStepper\n steps={['Detect', 'Review', 'Proposal', 'Execute']}\n current=\"Proposal\"\n />\n </GlassCard>\n </div>\n </div>\n );\n}\n\n// ============================================================================\n// Unrealized gains tab — per-account holdings P/L (real market value − cost basis)\n// ============================================================================\n\nfunction UnrealizedGainsTab({ accounts }: { accounts: BraAccount[] }) {\n const [accountId, setAccountId] = useState<string>('');\n const selectedId = accountId \|\| accounts[0]?.id;\n const selectedAccount = accounts.find((a) => a.id === selectedId);\n\n const { data: holdings, isLoading, isError, refetch } = useHoldings({ accountId: selectedId });\n\n const currency = selectedAccount?.currency ?? holdings[0]?.currency ?? 'USD';\n\n const totalUnrealized = holdings.reduce((sum, h) => sum + unrealized(h), 0);\n const gainers = holdings.filter((h) => unrealized(h) > 0).length;\n const losers = holdings.filter((h) => unrealized(h) < 0).length;\n\n // Group holdings by asset class with subtotals (grouped, colored by gain/loss).\n const groups = useMemo(() => {\n const map = new Map<BraAssetClass, BraHolding[]>();\n for (const h of holdings) {\n const arr = map.get(h.assetClass) ?? [];\n arr.push(h);\n map.set(h.assetClass, arr);\n }\n return Array.from(map.entries());\n }, [holdings]);\n\n // Market-value allocation by asset class for the donut (real values).\n const allocation = useMemo<DonutDatum[]>(\n () =>\n groups\n .map(([assetClass, rows]) => ({\n label: humanize(assetClass),\n value: rows.reduce((sum, h) => sum + h.marketValue, 0),\n }))\n .filter((d) => d.value > 0),\n [groups]\n );\n const totalMarketValue = allocation.reduce((sum, d) => sum + d.value, 0);\n\n if (accounts.length === 0) {\n return (\n <Card>\n <CardContent className=\"pt-6\">\n <EmptyState\n icon={<TrendingUp className=\"size-6\" aria-hidden=\"true\" />}\n title=\"No accounts yet\"\n description=\"Add an account with holdings to see unrealized gains and losses.\"\n />\n </CardContent>\n </Card>\n );\n }\n\n return (\n <Card>\n <CardHeader className=\"flex flex-col gap-4 md:flex-row md:items-start md:justify-between\">\n <div>\n <CardTitle className=\"flex items-center gap-2\">\n <TrendingUp className=\"h-5 w-5\" aria-hidden=\"true\" />\n Unrealized gains & losses\n </CardTitle>\n <CardDescription>\n Market value minus cost basis for each holding in the selected account.\n </CardDescription>\n </div>\n <div className=\"w-full md:w-64\">\n <Label htmlFor=\"unrealized-account\" className=\"sr-only\">\n Account\n </Label>\n <Select value={selectedId ?? ''} onValueChange={setAccountId}>\n <SelectTrigger id=\"unrealized-account\">\n <SelectValue placeholder=\"Select account\" />\n </SelectTrigger>\n <SelectContent>\n {accounts.map((a) => (\n <SelectItem key={a.id} value={a.id}>\n {a.name}\n </SelectItem>\n ))}\n </SelectContent>\n </Select>\n </div>\n </CardHeader>\n <CardContent className=\"space-y-4\">\n {isLoading ? (\n <LoadingState />\n ) : isError ? (\n <ErrorState onRetry={() => refetch()} />\n ) : holdings.length === 0 ? (\n <EmptyState\n icon={<TrendingUp className=\"size-6\" aria-hidden=\"true\" />}\n title=\"No holdings in this account\"\n description=\"Unrealized gains appear once this account has holdings with a cost basis.\"\n />\n ) : (\n <>\n <div className=\"grid gap-4 lg:grid-cols-3\">\n <div className=\"grid grid-cols-2 gap-3 lg:col-span-2\">\n <StatTile\n label=\"Unrealized P/L\"\n value={formatMoney(totalUnrealized, currency)}\n deltaTone={totalUnrealized >= 0 ? 'positive' : 'negative'}\n icon={\n totalUnrealized >= 0 ? (\n <TrendingUp className=\"size-4\" aria-hidden=\"true\" />\n ) : (\n <TrendingDown className=\"size-4\" aria-hidden=\"true\" />\n )\n }\n />\n <StatTile label=\"Holdings\" value={String(holdings.length)} />\n <StatTile\n label=\"Gainers\"\n value={String(gainers)}\n icon={<ArrowUpRight className=\"size-4\" aria-hidden=\"true\" />}\n />\n <StatTile\n label=\"Losers\"\n value={String(losers)}\n icon={<ArrowDownRight className=\"size-4\" aria-hidden=\"true\" />}\n />\n </div>\n <div className=\"rounded-xl border border-border-subtle bg-bg-surface p-4\">\n <p className=\"mb-2 text-xs font-medium uppercase tracking-wide text-text-secondary\">\n Allocation by asset class\n </p>\n <DonutChart\n data={allocation}\n legend={false}\n height={180}\n centerValue={formatMoney(totalMarketValue, currency)}\n centerLabel=\"market value\"\n valueFormatter={(v) => formatMoney(v, currency)}\n />\n </div>\n </div>\n\n <div className=\"space-y-6\">\n {groups.map(([assetClass, rows]) => {\n const groupTotal = rows.reduce((sum, h) => sum + unrealized(h), 0);\n return (\n <div key={assetClass} className=\"space-y-2\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-2\">\n <h3 className=\"text-sm font-semibold text-text-primary\">\n {humanize(assetClass)}\n </h3>\n <Badge variant=\"secondary\">{rows.length}</Badge>\n </div>\n <GainLoss value={groupTotal} currency={currency} />\n </div>\n <div className=\"overflow-x-auto\">\n <Table>\n <TableHeader>\n <TableRow>\n <TableHead>Symbol</TableHead>\n <TableHead className=\"text-right\">Quantity</TableHead>\n <TableHead className=\"text-right\">Cost basis</TableHead>\n <TableHead className=\"text-right\">Market value</TableHead>\n <TableHead className=\"text-right\">Unrealized</TableHead>\n </TableRow>\n </TableHeader>\n <TableBody>\n {rows.map((h) => (\n <TableRow key={h.id}>\n <TableCell>\n <p className=\"font-medium text-text-primary\">{h.symbol}</p>\n {h.name ? 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'+' : '';\n return (\n <span\n className={`inline-flex items-center justify-end gap-1 font-semibold ${deltaToneClass(value)}`}\n >\n {value !== 0 ? <Icon className=\"size-4\" aria-hidden=\"true\" /> : null}\n {sign}\n {formatMoney(value, currency)}\n </span>\n );\n}\n\n// ============================================================================\n// Tax-insight row (acknowledge / resolve / dismiss)\n// ============================================================================\n\nfunction TaxInsightRow({\n insight,\n actionPending,\n onAcknowledge,\n onResolve,\n onDismiss,\n}: {\n insight: BraInsight;\n actionPending: boolean;\n onAcknowledge: () => void;\n onResolve: () => void;\n onDismiss: () => void;\n}) {\n const terminal = insight.status === 'RESOLVED' \|\| insight.status === 'DISMISSED';\n return (\n <div className=\"flex items-start justify-between gap-4 rounded-lg border border-border-subtle bg-bg-surface p-4 transition-shadow motion-safe:hover:shadow-[var(--shadow-pop-hover,var(--shadow-elevation-2))]\">\n <div className=\"min-w-0 space-y-1\">\n <div className=\"flex flex-wrap items-center gap-2\">\n <p className=\"font-medium text-text-primary\">{insight.title}</p>\n <Badge variant={statusBadgeVariant(insight.severity)}>{humanize(insight.severity)}</Badge>\n <Badge variant={statusBadgeVariant(insight.status)}>{humanize(insight.status)}</Badge>\n </div>\n {insight.detail ? <p className=\"text-sm text-text-secondary\">{insight.detail}</p> : null}\n <p className=\"text-xs text-text-muted\">\n {humanize(insight.subjectType)} · Detected {formatDate(insight.createdAt)}\n </p>\n </div>\n {terminal ? 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package/dist/brainyrich/pages/_shared.js CHANGED Viewed

@@ -1,18 +1,30 @@
-import { ArrowDownRight as e, ArrowUpRight as t, Inbox as n, Minus as r, RefreshCw as i, TriangleAlert as a } from "lucide-react";
-import { jsx as o, jsxs as s } from "react/jsx-runtime";
-import { Badge as c, Button as l, Card as u, CardContent as d, Skeleton as f } from "@burdenoff/fe-libs/ui";
+import { motion as e } from "../../node_modules/framer-motion/dist/es/render/components/motion/proxy.js";
+import { useReducedMotion as t } from "../../node_modules/framer-motion/dist/es/utils/reduced-motion/use-reduced-motion.js";
+import { Inbox as n, RefreshCw as r, TriangleAlert as i } from "lucide-react";
+import { jsx as a, jsxs as o } from "react/jsx-runtime";
+import { Badge as s, Button as c, Skeleton as l } from "@burdenoff/fe-libs/ui";
 //#region src/brainyrich/pages/_shared.tsx
-function p(e, t = "USD") {
+function u(e, t = "USD") {
 	return Number.isFinite(e) ? new Intl.NumberFormat("en-US", {
 		style: "currency",
 		currency: t,
 		maximumFractionDigits: 0
 	}).format(e) : "—";
 }
-function m(e, t = 1) {
+function d(e, t) {
+	return Number.isFinite(e) ? new Intl.NumberFormat("en-US", {
+		notation: "compact",
+		maximumFractionDigits: 1,
+		...t ? {
+			style: "currency",
+			currency: t
+		} : {}
+	}).format(e) : "—";
+}
+function f(e, t = 1) {
 	return e == null || !Number.isFinite(e) ? "—" : `${e.toFixed(t)}%`;
 }
-function h(e) {
+function p(e) {
 	if (!e) return "—";
 	let t = new Date(e);
 	return Number.isNaN(t.getTime()) ? "—" : new Intl.DateTimeFormat("en-US", {
@@ -21,7 +33,7 @@ function h(e) {
 		day: "numeric"
 	}).format(t);
 }
-function g(e) {
+function m(e) {
 	let t = e.toUpperCase();
 	return [
 		"ACTIVE",
@@ -50,29 +62,29 @@ function g(e) {
 		"LOW"
 	].includes(t) ? "secondary" : "outline";
 }
-function _(e) {
+function h(e) {
 	return e > 0 ? "text-status-success-text" : e < 0 ? "text-status-error-text" : "text-text-secondary";
 }
-function v({ title: e, description: t, actionLabel: n, onAction: r, actions: i, badges: a = [], children: u }) {
-	return /* @__PURE__ */ s("div", {
+function g({ title: e, description: t, actionLabel: n, onAction: r, actions: i, badges: l = [], children: u }) {
+	return /* @__PURE__ */ o("div", {
 		className: "space-y-6 p-6",
-		children: [/* @__PURE__ */ s("div", {
+		children: [/* @__PURE__ */ o("div", {
 			className: "flex flex-col gap-4 md:flex-row md:items-start md:justify-between",
-			children: [/* @__PURE__ */ s("div", { children: [/* @__PURE__ */ o("h1", {
+			children: [/* @__PURE__ */ o("div", { children: [/* @__PURE__ */ a("h1", {
 				className: "text-2xl font-semibold text-text-primary",
 				children: e
-			}), /* @__PURE__ */ o("p", {
+			}), /* @__PURE__ */ a("p", {
 				className: "text-sm text-text-secondary",
 				children: t
-			})] }), /* @__PURE__ */ s("div", {
+			})] }), /* @__PURE__ */ o("div", {
 				className: "flex items-center gap-2",
 				children: [
-					a.map((e) => /* @__PURE__ */ o(c, {
+					l.map((e) => /* @__PURE__ */ a(s, {
 						variant: "secondary",
 						children: e
 					}, e)),
 					i,
-					n ? /* @__PURE__ */ o(l, {
+					n ? /* @__PURE__ */ a(c, {
 						size: "sm",
 						onClick: r,
 						children: n
@@ -82,155 +94,123 @@ function v({ title: e, description: t, actionLabel: n, onAction: r, actions: i,
 		}), u]
 	});
 }
-function y({ items: e }) {
-	return /* @__PURE__ */ o("div", {
-		className: "grid gap-4 md:grid-cols-2 xl:grid-cols-4",
-		children: e.map((e) => /* @__PURE__ */ o(u, { children: /* @__PURE__ */ s(d, {
-			className: "space-y-1 p-4",
-			children: [
-				/* @__PURE__ */ o("p", {
-					className: "text-xs text-text-secondary",
-					children: e.label
-				}),
-				/* @__PURE__ */ o("p", {
-					className: "text-2xl font-semibold text-text-primary",
-					children: e.value
-				}),
-				e.delta === void 0 ? e.trend ? /* @__PURE__ */ o("p", {
-					className: e.deltaTone === "positive" ? "text-xs text-status-success-text" : e.deltaTone === "negative" ? "text-xs text-status-error-text" : "text-xs text-text-secondary",
-					children: e.trend
-				}) : null : /* @__PURE__ */ o(b, { value: e.delta })
-			]
-		}) }, e.label))
-	});
-}
-function b({ value: n, suffix: i = "%", className: a = "" }) {
-	let c = n > 0, l = n < 0, u = c ? t : l ? e : r, d = c ? "text-status-success-text" : l ? "text-status-error-text" : "text-text-secondary", f = c ? "+" : "";
-	return /* @__PURE__ */ s("span", {
-		className: `inline-flex items-center gap-1 text-xs font-medium ${d} ${a}`,
-		children: [
-			/* @__PURE__ */ o(u, {
-				className: "size-3.5",
-				"aria-hidden": "true"
-			}),
-			f,
-			Number.isFinite(n) ? n.toFixed(1) : "—",
-			i
-		]
-	});
-}
-var x = {
+var _ = {
 	default: "bg-primary",
 	positive: "bg-status-success-bg",
 	negative: "bg-status-error-bg",
 	warning: "bg-status-warning-bg",
 	accent: "bg-accent-teal"
 };
-function S({ data: e }) {
-	let t = e.filter((e) => Number.isFinite(e.value));
-	return t.length === 0 ? /* @__PURE__ */ o("p", {
+function v({ data: n }) {
+	let r = t(), i = n.filter((e) => Number.isFinite(e.value));
+	return i.length === 0 ? /* @__PURE__ */ a("p", {
 		className: "text-sm text-text-secondary",
 		children: "No allocation data."
-	}) : /* @__PURE__ */ o("div", {
-		className: "space-y-3",
-		children: t.map((e) => {
-			let t = Math.max(0, Math.min(100, e.value));
-			return /* @__PURE__ */ s("div", {
-				className: "space-y-1",
-				children: [/* @__PURE__ */ s("div", {
+	}) : /* @__PURE__ */ a("div", {
+		className: "space-y-3.5",
+		children: i.map((t) => {
+			let n = Math.max(0, Math.min(100, t.value));
+			return /* @__PURE__ */ o("div", {
+				className: "space-y-1.5",
+				children: [/* @__PURE__ */ o("div", {
 					className: "flex items-center justify-between text-xs",
-					children: [/* @__PURE__ */ o("span", {
-						className: "text-text-primary",
-						children: e.label
-					}), /* @__PURE__ */ o("span", {
-						className: "text-text-secondary",
-						children: e.caption ?? m(e.value)
+					children: [/* @__PURE__ */ a("span", {
+						className: "font-medium text-text-primary",
+						children: t.label
+					}), /* @__PURE__ */ a("span", {
+						className: "tabular-nums text-text-secondary",
+						children: t.caption ?? f(t.value)
 					})]
-				}), /* @__PURE__ */ o("div", {
-					className: "h-2 w-full overflow-hidden rounded-full bg-bg-sunken",
+				}), /* @__PURE__ */ a("div", {
+					className: "h-2.5 w-full overflow-hidden rounded-full bg-bg-sunken",
 					role: "progressbar",
-					"aria-valuenow": Math.round(t),
+					"aria-valuenow": Math.round(n),
 					"aria-valuemin": 0,
 					"aria-valuemax": 100,
-					"aria-label": e.label,
-					children: /* @__PURE__ */ o("div", {
-						className: `h-full rounded-full ${x[e.tone ?? "default"]} motion-safe:transition-[width] motion-safe:duration-200`,
-						style: { width: `${t}%` }
+					"aria-label": t.label,
+					children: /* @__PURE__ */ a(e.div, {
+						className: `h-full rounded-full ${_[t.tone ?? "default"]}`,
+						initial: r ? !1 : { width: 0 },
+						animate: { width: `${n}%` },
+						transition: {
+							duration: .4,
+							ease: "easeOut"
+						}
 					})
 				})]
-			}, e.label);
+			}, t.label);
 		})
 	});
 }
-function C({ icon: e, title: t, description: r, action: i }) {
-	return /* @__PURE__ */ s("div", {
+function y({ icon: e, title: t, description: r, action: i }) {
+	return /* @__PURE__ */ o("div", {
 		className: "flex flex-col items-center justify-center rounded-lg border border-dashed border-border-subtle bg-bg-surface px-6 py-12 text-center",
 		children: [
-			/* @__PURE__ */ o("div", {
+			/* @__PURE__ */ a("div", {
 				className: "mb-4 flex size-12 items-center justify-center rounded-full bg-bg-sunken text-text-secondary",
-				children: e ?? /* @__PURE__ */ o(n, {
+				children: e ?? /* @__PURE__ */ a(n, {
 					className: "size-6",
 					"aria-hidden": "true"
 				})
 			}),
-			/* @__PURE__ */ o("h3", {
+			/* @__PURE__ */ a("h3", {
 				className: "text-base font-semibold text-text-primary",
 				children: t
 			}),
-			r ? /* @__PURE__ */ o("p", {
+			r ? /* @__PURE__ */ a("p", {
 				className: "mt-1 max-w-md text-sm text-text-secondary",
 				children: r
 			}) : null,
-			i ? /* @__PURE__ */ o("div", {
+			i ? /* @__PURE__ */ a("div", {
 				className: "mt-4",
 				children: i
 			}) : null
 		]
 	});
 }
-function w({ rows: e = 4 }) {
-	return /* @__PURE__ */ o("div", {
+function b({ rows: e = 4 }) {
+	return /* @__PURE__ */ a("div", {
 		className: "space-y-3",
 		"aria-busy": "true",
 		"aria-live": "polite",
-		children: Array.from({ length: e }).map((e, t) => /* @__PURE__ */ s("div", {
+		children: Array.from({ length: e }).map((e, t) => /* @__PURE__ */ o("div", {
 			className: "flex items-center gap-4 rounded-lg border border-border-subtle bg-bg-surface p-4",
 			children: [
-				/* @__PURE__ */ o(f, { className: "size-10 rounded-full" }),
-				/* @__PURE__ */ s("div", {
+				/* @__PURE__ */ a(l, { className: "size-10 rounded-full" }),
+				/* @__PURE__ */ o("div", {
 					className: "flex-1 space-y-2",
-					children: [/* @__PURE__ */ o(f, { className: "h-4 w-1/3" }), /* @__PURE__ */ o(f, { className: "h-3 w-1/2" })]
+					children: [/* @__PURE__ */ a(l, { className: "h-4 w-1/3" }), /* @__PURE__ */ a(l, { className: "h-3 w-1/2" })]
 				}),
-				/* @__PURE__ */ o(f, { className: "h-4 w-16" })
+				/* @__PURE__ */ a(l, { className: "h-4 w-16" })
 			]
 		}, t))
 	});
 }
-function T({ title: e = "Something went wrong", description: t = "We could not load this data. Please try again.", onRetry: n }) {
-	return /* @__PURE__ */ s("div", {
+function x({ title: e = "Something went wrong", description: t = "We could not load this data. Please try again.", onRetry: n }) {
+	return /* @__PURE__ */ o("div", {
 		className: "flex flex-col items-center justify-center rounded-lg border border-status-error-text/40 bg-status-error-bg px-6 py-12 text-center",
 		children: [
-			/* @__PURE__ */ o("div", {
+			/* @__PURE__ */ a("div", {
 				className: "mb-4 flex size-12 items-center justify-center rounded-full bg-bg-surface text-status-error-text",
-				children: /* @__PURE__ */ o(a, {
+				children: /* @__PURE__ */ a(i, {
 					className: "size-6",
 					"aria-hidden": "true"
 				})
 			}),
-			/* @__PURE__ */ o("h3", {
+			/* @__PURE__ */ a("h3", {
 				className: "text-base font-semibold text-text-primary",
 				children: e
 			}),
-			/* @__PURE__ */ o("p", {
+			/* @__PURE__ */ a("p", {
 				className: "mt-1 max-w-md text-sm text-text-secondary",
 				children: t
 			}),
-			n ? /* @__PURE__ */ s(l, {
+			n ? /* @__PURE__ */ o(c, {
 				variant: "outline",
 				size: "sm",
 				className: "mt-4",
 				onClick: n,
-				children: [/* @__PURE__ */ o(i, {
+				children: [/* @__PURE__ */ a(r, {
 					className: "size-4",
 					"aria-hidden": "true"
 				}), "Retry"]
@@ -239,6 +219,6 @@ function T({ title: e = "Something went wrong", description: t = "We could not l
 	});
 }
 //#endregion
-export { S as AllocationBars, C as EmptyState, T as ErrorState, y as KpiGrid, w as LoadingState, v as SectionShell, _ as deltaToneClass, h as formatDate, p as formatMoney, m as formatPct, g as statusBadgeVariant };
+export { v as AllocationBars, y as EmptyState, x as ErrorState, b as LoadingState, g as SectionShell, h as deltaToneClass, d as formatCompact, p as formatDate, u as formatMoney, f as formatPct, m as statusBadgeVariant };
 //# sourceMappingURL=_shared.js.map