@burdenoff/microfe-brainyrich 2026.706.1 → 2026.706.3

package/dist/brainyrich/pages/AccountsPage.js.map

@@ -1 +1 @@
-{"version":3,"file":"AccountsPage.js","names":[],"sources":["../../../src/brainyrich/pages/AccountsPage.tsx"],"sourcesContent":["import { 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  DropdownMenuTrigger,\n  Input,\n  Label,\n  Select,\n  SelectContent,\n  SelectItem,\n  SelectTrigger,\n  SelectValue,\n  Sheet,\n  SheetContent,\n  SheetDescription,\n  SheetHeader,\n  SheetTitle,\n  Table,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableHeader,\n  TableRow,\n  Textarea,\n} from '@burdenoff/fe-libs/ui';\nimport {\n  ArrowDownRight,\n  ArrowUpRight,\n  Landmark,\n  MoreHorizontal,\n  Pencil,\n  Plus,\n  Receipt,\n  Archive as ArchiveIcon,\n} from 'lucide-react';\nimport {\n  useAccount,\n  useAllAccounts,\n  usePagedAccounts,\n  usePagedTransactions,\n  useCreateAccount,\n  useUpdateAccount,\n  useArchiveAccount,\n  useRecordTransaction,\n} from '../hooks/useBrainyRichApi';\nimport type { BraAccount, BraAccountType, BraTransactionType } from '../types/bra';\nimport { ActorName, ConfirmDialog, HouseholdPicker, LoadMore } from '../components';\nimport { DocumentsPanel } from '../components/reuse/DocumentsPanel';\nimport {\n  SectionShell,\n  KpiGrid,\n  EmptyState,\n  LoadingState,\n  ErrorState,\n  formatMoney,\n  formatDate,\n  statusBadgeVariant,\n} from './_shared';\n\n// Schema enum option lists (SDL enum members — not fabricated data).\nconst ACCOUNT_TYPES: BraAccountType[] = [\n  'BANK',\n  'BROKERAGE',\n  'RETIREMENT',\n  'CASH',\n  'CRYPTO',\n  'REAL_ESTATE',\n  'ALTERNATIVE',\n  'LIABILITY',\n];\n\nconst TRANSACTION_TYPES: BraTransactionType[] = [\n  'BUY',\n  'SELL',\n  'DIVIDEND',\n  'INTEREST',\n  'DEPOSIT',\n  'WITHDRAWAL',\n  'FEE',\n  'TRANSFER',\n];\n\n/** Positive = inflow (deposit/dividend/interest/sell/transfer in). */\nfunction isInflow(type: BraTransactionType): boolean {\n  return (\n    type === 'DEPOSIT' ||\n    type === 'DIVIDEND' ||\n    type === 'INTEREST' ||\n    type === 'SELL' ||\n    type === 'TRANSFER'\n  );\n}\n\nfunction parseNum(value: string): number | undefined {\n  if (value.trim() === '') return undefined;\n  const n = Number(value);\n  return Number.isFinite(n) ? n : undefined;\n}\n\ninterface AccountFormState {\n  name: string;\n  type: BraAccountType;\n  institution: string;\n  currency: string;\n  cashBalance: string;\n  accountMask: string;\n  householdId: string | null;\n}\n\nconst EMPTY_ACCOUNT_FORM: AccountFormState = {\n  name: '',\n  type: 'BANK',\n  institution: '',\n  currency: 'USD',\n  cashBalance: '',\n  accountMask: '',\n  householdId: null,\n};\n\ninterface TransactionFormState {\n  type: BraTransactionType;\n  tradeDate: string;\n  symbol: string;\n  quantity: string;\n  price: string;\n  amount: string;\n  fee: string;\n  notes: string;\n}\n\nconst EMPTY_TX_FORM: TransactionFormState = {\n  type: 'DEPOSIT',\n  tradeDate: '',\n  symbol: '',\n  quantity: '',\n  price: '',\n  amount: '',\n  fee: '',\n  notes: '',\n};\n\nexport function AccountsPage() {\n  // Full set drives the KPI aggregates (totals must cover every account).\n  const allAccounts = useAllAccounts();\n  const accounts = allAccounts.data;\n  // Paged connection drives the interactive table + LoadMore.\n  const paged = usePagedAccounts();\n\n  const [selectedId, setSelectedId] = useState<string | undefined>(undefined);\n\n  const [createOpen, setCreateOpen] = useState(false);\n  const [createForm, setCreateForm] = useState<AccountFormState>(EMPTY_ACCOUNT_FORM);\n\n  const [editAccount, setEditAccount] = useState<BraAccount | null>(null);\n  const [editForm, setEditForm] = useState<AccountFormState>(EMPTY_ACCOUNT_FORM);\n\n  const [archiveTarget, setArchiveTarget] = useState<BraAccount | null>(null);\n\n  const [txOpen, setTxOpen] = useState(false);\n  const [txForm, setTxForm] = useState<TransactionFormState>(EMPTY_TX_FORM);\n\n  const createAccount = useCreateAccount();\n  const updateAccount = useUpdateAccount();\n  const archiveAccount = useArchiveAccount();\n  const recordTransaction = useRecordTransaction();\n\n  const totalCash = accounts.reduce((sum, a) => sum + (a.cashBalance ?? 0), 0);\n  const activeCount = accounts.filter((a) => a.status === 'ACTIVE').length;\n  const institutionCount = new Set(\n    accounts.map((a) => a.institution).filter((i): i is string => Boolean(i))\n  ).size;\n  const displayCurrency = accounts[0]?.currency ?? 'USD';\n\n  function openCreate() {\n    setCreateForm(EMPTY_ACCOUNT_FORM);\n    setCreateOpen(true);\n  }\n\n  function submitCreate() {\n    if (!createForm.name.trim()) return;\n    createAccount.mutate(\n      {\n        name: createForm.name.trim(),\n        type: createForm.type,\n        institution: createForm.institution.trim() || null,\n        currency: createForm.currency.trim() || 'USD',\n        cashBalance: parseNum(createForm.cashBalance) ?? 0,\n        accountMask: createForm.accountMask.trim() || null,\n        householdId: createForm.householdId,\n      },\n      { onSuccess: () => setCreateOpen(false) }\n    );\n  }\n\n  function openEdit(account: BraAccount) {\n    setEditAccount(account);\n    setEditForm({\n      name: account.name,\n      type: account.type,\n      institution: account.institution ?? '',\n      currency: account.currency,\n      cashBalance: String(account.cashBalance ?? ''),\n      accountMask: account.accountMask ?? '',\n      householdId: account.householdId,\n    });\n  }\n\n  function submitEdit() {\n    if (!editAccount || !editForm.name.trim()) return;\n    updateAccount.mutate(\n      {\n        id: editAccount.id,\n        input: {\n          name: editForm.name.trim(),\n          type: editForm.type,\n          institution: editForm.institution.trim() || null,\n          currency: editForm.currency.trim() || 'USD',\n          cashBalance: parseNum(editForm.cashBalance) ?? 0,\n          accountMask: editForm.accountMask.trim() || null,\n          householdId: editForm.householdId,\n        },\n      },\n      { onSuccess: () => setEditAccount(null) }\n    );\n  }\n\n  function submitArchive() {\n    if (!archiveTarget) return;\n    const id = archiveTarget.id;\n    archiveAccount.mutate(id, {\n      onSuccess: () => {\n        setArchiveTarget(null);\n        if (selectedId === id) setSelectedId(undefined);\n      },\n    });\n  }\n\n  function openRecordTx() {\n    setTxForm(EMPTY_TX_FORM);\n    setTxOpen(true);\n  }\n\n  const txAmount = parseNum(txForm.amount);\n  const txAmountValid = txAmount !== undefined && txAmount > 0;\n  const txValid = Boolean(selectedId && txForm.tradeDate) && txAmountValid;\n\n  function submitTx() {\n    if (!selectedId || !txForm.tradeDate || !txAmountValid) return;\n    const tradeIso = new Date(txForm.tradeDate);\n    if (Number.isNaN(tradeIso.getTime())) return;\n    recordTransaction.mutate(\n      {\n        accountId: selectedId,\n        type: txForm.type,\n        tradeDate: tradeIso.toISOString(),\n        symbol: txForm.symbol.trim() || null,\n        quantity: parseNum(txForm.quantity),\n        price: parseNum(txForm.price),\n        amount: txAmount,\n        fee: parseNum(txForm.fee),\n        notes: txForm.notes.trim() || null,\n      },\n      { onSuccess: () => setTxOpen(false) }\n    );\n  }\n\n  return (\n    <SectionShell\n      title=\"Accounts\"\n      description=\"Linked bank, brokerage and retirement accounts with recent activity.\"\n      badges={[`${accounts.length} account${accounts.length === 1 ? '' : 's'}`]}\n      actionLabel=\"New account\"\n      onAction={openCreate}\n    >\n      <KpiGrid\n        items={[\n          { label: 'Total accounts', value: String(accounts.length) },\n          { label: 'Total cash', value: formatMoney(totalCash, displayCurrency) },\n          { label: 'Active', value: `${activeCount}/${accounts.length}` },\n          { label: 'Institutions', value: String(institutionCount) },\n        ]}\n      />\n\n      <Card>\n        <CardHeader>\n          <CardTitle className=\"flex items-center gap-2\">\n            <Landmark className=\"h-5 w-5\" aria-hidden=\"true\" />\n            Linked accounts\n          </CardTitle>\n          <CardDescription>Select an account to view holdings and transactions.</CardDescription>\n        </CardHeader>\n        <CardContent>\n          {paged.isLoading ? (\n            <LoadingState />\n          ) : paged.isError ? (\n            <ErrorState onRetry={() => paged.refetch()} />\n          ) : paged.items.length === 0 ? (\n            <EmptyState\n              icon={<Landmark className=\"size-6\" aria-hidden=\"true\" />}\n              title=\"No accounts yet\"\n              description=\"Add your first bank, brokerage or retirement account to start tracking net worth.\"\n              action={\n                <Button size=\"sm\" onClick={openCreate}>\n                  <Plus className=\"size-4\" aria-hidden=\"true\" />\n                  New account\n                </Button>\n              }\n            />\n          ) : (\n            <div className=\"overflow-x-auto\">\n              <Table>\n                <TableHeader>\n                  <TableRow>\n                    <TableHead>Account</TableHead>\n                    <TableHead>Type</TableHead>\n                    <TableHead className=\"text-right\">Cash balance</TableHead>\n                    <TableHead>Status</TableHead>\n                    <TableHead className=\"w-12 text-right\">Actions</TableHead>\n                  </TableRow>\n                </TableHeader>\n                <TableBody>\n                  {paged.items.map((account) => (\n                    <TableRow\n                      key={account.id}\n                      className=\"cursor-pointer\"\n                      onClick={() => setSelectedId(account.id)}\n                    >\n                      <TableCell>\n                        <div className=\"flex items-center gap-3\">\n                          <div className=\"flex h-9 w-9 items-center justify-center rounded-full bg-muted text-xs font-semibold text-muted-foreground\">\n                            {(account.institution ?? account.name).slice(0, 2).toUpperCase()}\n                          </div>\n                          <div className=\"min-w-0\">\n                            <p className=\"truncate font-medium text-text-primary\">{account.name}</p>\n                            <p className=\"truncate text-xs text-text-secondary\">\n                              {account.institution ?? 'Manual account'}\n                              {account.accountMask ? ` · ••${account.accountMask}` : ''}\n                            </p>\n                          </div>\n                        </div>\n                      </TableCell>\n                      <TableCell>\n                        <Badge variant=\"outline\">{account.type.replace(/_/g, ' ')}</Badge>\n                      </TableCell>\n                      <TableCell className=\"text-right font-semibold text-text-primary\">\n                        {formatMoney(account.cashBalance, account.currency)}\n                      </TableCell>\n                      <TableCell>\n                        <Badge variant={statusBadgeVariant(account.status)}>{account.status}</Badge>\n                      </TableCell>\n                      <TableCell className=\"text-right\" onClick={(e) => e.stopPropagation()}>\n                        <DropdownMenu>\n                          <DropdownMenuTrigger asChild>\n                            <Button\n                              variant=\"ghost\"\n                              size=\"sm\"\n                              aria-label={`Actions for ${account.name}`}\n                            >\n                              <MoreHorizontal className=\"size-4\" aria-hidden=\"true\" />\n                            </Button>\n                          </DropdownMenuTrigger>\n                          <DropdownMenuContent align=\"end\">\n                            <DropdownMenuItem onClick={() => openEdit(account)}>\n                              <Pencil className=\"size-4\" aria-hidden=\"true\" />\n                              Edit\n                            </DropdownMenuItem>\n                            <DropdownMenuItem\n                              className=\"text-status-error-text\"\n                              onClick={() => setArchiveTarget(account)}\n                            >\n                              <ArchiveIcon className=\"size-4\" aria-hidden=\"true\" />\n                              Archive\n                            </DropdownMenuItem>\n                          </DropdownMenuContent>\n                        </DropdownMenu>\n                      </TableCell>\n                    </TableRow>\n                  ))}\n                </TableBody>\n              </Table>\n              <LoadMore\n                hasMore={paged.hasMore}\n                onClick={paged.loadMore}\n                loading={paged.isFetchingNextPage}\n                className=\"mt-4\"\n              />\n            </div>\n          )}\n        </CardContent>\n      </Card>\n\n      {/* Create account dialog */}\n      <Dialog open={createOpen} onOpenChange={setCreateOpen}>\n        <DialogContent>\n          <DialogHeader>\n            <DialogTitle>New account</DialogTitle>\n            <DialogDescription>Add a bank, brokerage or retirement account.</DialogDescription>\n          </DialogHeader>\n          <AccountForm form={createForm} onChange={setCreateForm} />\n          <DialogFooter>\n            <DialogClose asChild>\n              <Button variant=\"outline\">Cancel</Button>\n            </DialogClose>\n            <Button\n              onClick={submitCreate}\n              disabled={!createForm.name.trim() || createAccount.isPending}\n            >\n              {createAccount.isPending ? 'Creating…' : 'Create account'}\n            </Button>\n          </DialogFooter>\n        </DialogContent>\n      </Dialog>\n\n      {/* Edit account dialog */}\n      <Dialog open={Boolean(editAccount)} onOpenChange={(open) => !open && setEditAccount(null)}>\n        <DialogContent>\n          <DialogHeader>\n            <DialogTitle>Edit account</DialogTitle>\n            <DialogDescription>Update account details.</DialogDescription>\n          </DialogHeader>\n          <AccountForm form={editForm} onChange={setEditForm} />\n          <DialogFooter>\n            <Button variant=\"outline\" onClick={() => setEditAccount(null)}>\n              Cancel\n            </Button>\n            <Button\n              onClick={submitEdit}\n              disabled={!editForm.name.trim() || updateAccount.isPending}\n            >\n              {updateAccount.isPending ? 'Saving…' : 'Save changes'}\n            </Button>\n          </DialogFooter>\n        </DialogContent>\n      </Dialog>\n\n      {/* Archive confirm dialog */}\n      <ConfirmDialog\n        open={Boolean(archiveTarget)}\n        onOpenChange={(open) => !open && setArchiveTarget(null)}\n        title=\"Archive account?\"\n        description={\n          archiveTarget\n            ? `“${archiveTarget.name}” will be archived and hidden from active lists. This does not delete its history.`\n            : undefined\n        }\n        confirmLabel=\"Archive account\"\n        pendingLabel=\"Archiving…\"\n        destructive\n        pending={archiveAccount.isPending}\n        onConfirm={submitArchive}\n      />\n\n      {/* Account detail sheet */}\n      <AccountDetailSheet\n        accountId={selectedId}\n        onClose={() => setSelectedId(undefined)}\n        onRecordTransaction={openRecordTx}\n      />\n\n      {/* Record transaction dialog */}\n      <Dialog open={txOpen} onOpenChange={setTxOpen}>\n        <DialogContent>\n          <DialogHeader>\n            <DialogTitle>Record transaction</DialogTitle>\n            <DialogDescription>Log activity against the selected account.</DialogDescription>\n          </DialogHeader>\n          <div className=\"grid gap-4\">\n            <div className=\"grid grid-cols-2 gap-4\">\n              <div className=\"space-y-2\">\n                <Label htmlFor=\"tx-type\">Type</Label>\n                <Select\n                  value={txForm.type}\n                  onValueChange={(v) => setTxForm((f) => ({ ...f, type: v as BraTransactionType }))}\n                >\n                  <SelectTrigger id=\"tx-type\">\n                    <SelectValue />\n                  </SelectTrigger>\n                  <SelectContent>\n                    {TRANSACTION_TYPES.map((t) => (\n                      <SelectItem key={t} value={t}>\n                        {t.replace(/_/g, ' ')}\n                      </SelectItem>\n                    ))}\n                  </SelectContent>\n                </Select>\n              </div>\n              <div className=\"space-y-2\">\n                <Label htmlFor=\"tx-date\">Trade date</Label>\n                <Input\n                  id=\"tx-date\"\n                  type=\"date\"\n                  value={txForm.tradeDate}\n                  onChange={(e) => setTxForm((f) => ({ ...f, tradeDate: e.target.value }))}\n                />\n              </div>\n            </div>\n            <div className=\"grid grid-cols-2 gap-4\">\n              <div className=\"space-y-2\">\n                <Label htmlFor=\"tx-symbol\">Symbol</Label>\n                <Input\n                  id=\"tx-symbol\"\n                  value={txForm.symbol}\n                  onChange={(e) => setTxForm((f) => ({ ...f, symbol: e.target.value }))}\n                  placeholder=\"e.g. VOO\"\n                />\n              </div>\n              <div className=\"space-y-2\">\n                <Label htmlFor=\"tx-amount\">Amount</Label>\n                <Input\n                  id=\"tx-amount\"\n                  type=\"number\"\n                  min=\"0\"\n                  step=\"any\"\n                  value={txForm.amount}\n                  onChange={(e) => setTxForm((f) => ({ ...f, amount: e.target.value }))}\n                  aria-invalid={txForm.amount.trim() !== '' && !txAmountValid}\n                  aria-describedby=\"tx-amount-hint\"\n                />\n                <p id=\"tx-amount-hint\" className=\"text-xs text-text-secondary\">\n                  {txForm.amount.trim() !== '' && !txAmountValid\n                    ? 'Enter an amount greater than 0.'\n                    : 'Positive amount; direction is set by the type.'}\n                </p>\n              </div>\n            </div>\n            <div className=\"grid grid-cols-3 gap-4\">\n              <div className=\"space-y-2\">\n                <Label htmlFor=\"tx-qty\">Quantity</Label>\n                <Input\n                  id=\"tx-qty\"\n                  type=\"number\"\n                  value={txForm.quantity}\n                  onChange={(e) => setTxForm((f) => ({ ...f, quantity: e.target.value }))}\n                />\n              </div>\n              <div className=\"space-y-2\">\n                <Label htmlFor=\"tx-price\">Price</Label>\n                <Input\n                  id=\"tx-price\"\n                  type=\"number\"\n                  value={txForm.price}\n                  onChange={(e) => setTxForm((f) => ({ ...f, price: e.target.value }))}\n                />\n              </div>\n              <div className=\"space-y-2\">\n                <Label htmlFor=\"tx-fee\">Fee</Label>\n                <Input\n                  id=\"tx-fee\"\n                  type=\"number\"\n                  value={txForm.fee}\n                  onChange={(e) => setTxForm((f) => ({ ...f, fee: e.target.value }))}\n                />\n              </div>\n            </div>\n            <div className=\"space-y-2\">\n              <Label htmlFor=\"tx-notes\">Notes</Label>\n              <Textarea\n                id=\"tx-notes\"\n                value={txForm.notes}\n                onChange={(e) => setTxForm((f) => ({ ...f, notes: e.target.value }))}\n                placeholder=\"Optional note\"\n              />\n            </div>\n          </div>\n          <DialogFooter>\n            <Button variant=\"outline\" onClick={() => setTxOpen(false)}>\n              Cancel\n            </Button>\n            <Button onClick={submitTx} disabled={!txValid || recordTransaction.isPending}>\n              {recordTransaction.isPending ? 'Saving…' : 'Record transaction'}\n            </Button>\n          </DialogFooter>\n        </DialogContent>\n      </Dialog>\n    </SectionShell>\n  );\n}\n\n// ============================================================================\n// Account form (shared by create + edit dialogs)\n// ============================================================================\n\nfunction AccountForm({\n  form,\n  onChange,\n}: {\n  form: AccountFormState;\n  onChange: (updater: (prev: AccountFormState) => AccountFormState) => void;\n}) {\n  return (\n    <div className=\"grid gap-4\">\n      <div className=\"space-y-2\">\n        <Label htmlFor=\"acct-name\">Name</Label>\n        <Input\n          id=\"acct-name\"\n          value={form.name}\n          onChange={(e) => onChange((f) => ({ ...f, name: e.target.value }))}\n          placeholder=\"e.g. Everyday Checking\"\n        />\n      </div>\n      <div className=\"grid grid-cols-2 gap-4\">\n        <div className=\"space-y-2\">\n          <Label htmlFor=\"acct-type\">Type</Label>\n          <Select\n            value={form.type}\n            onValueChange={(v) => onChange((f) => ({ ...f, type: v as BraAccountType }))}\n          >\n            <SelectTrigger id=\"acct-type\">\n              <SelectValue />\n            </SelectTrigger>\n            <SelectContent>\n              {ACCOUNT_TYPES.map((t) => (\n                <SelectItem key={t} value={t}>\n                  {t.replace(/_/g, ' ')}\n                </SelectItem>\n              ))}\n            </SelectContent>\n          </Select>\n        </div>\n        <div className=\"space-y-2\">\n          <Label htmlFor=\"acct-currency\">Currency</Label>\n          <Input\n            id=\"acct-currency\"\n            value={form.currency}\n            onChange={(e) => onChange((f) => ({ ...f, currency: e.target.value.toUpperCase() }))}\n            placeholder=\"USD\"\n          />\n        </div>\n      </div>\n      <div className=\"space-y-2\">\n        <Label htmlFor=\"acct-institution\">Institution</Label>\n        <Input\n          id=\"acct-institution\"\n          value={form.institution}\n          onChange={(e) => onChange((f) => ({ ...f, institution: e.target.value }))}\n          placeholder=\"e.g. Chase\"\n        />\n      </div>\n      <div className=\"grid grid-cols-2 gap-4\">\n        <div className=\"space-y-2\">\n          <Label htmlFor=\"acct-balance\">Cash balance</Label>\n          <Input\n            id=\"acct-balance\"\n            type=\"number\"\n            value={form.cashBalance}\n            onChange={(e) => onChange((f) => ({ ...f, cashBalance: e.target.value }))}\n          />\n        </div>\n        <div className=\"space-y-2\">\n          <Label htmlFor=\"acct-mask\">Account mask</Label>\n          <Input\n            id=\"acct-mask\"\n            value={form.accountMask}\n            onChange={(e) => onChange((f) => ({ ...f, accountMask: e.target.value }))}\n            placeholder=\"Last 4 digits\"\n          />\n        </div>\n      </div>\n      <HouseholdPicker\n        value={form.householdId}\n        onChange={(householdId) => onChange((f) => ({ ...f, householdId }))}\n      />\n    </div>\n  );\n}\n\n// ============================================================================\n// Account detail sheet — holdings + recent transactions\n// ============================================================================\n\nfunction AccountDetailSheet({\n  accountId,\n  onClose,\n  onRecordTransaction,\n}: {\n  accountId: string | undefined;\n  onClose: () => void;\n  onRecordTransaction: () => void;\n}) {\n  const { data: account, isLoading, isError, refetch } = useAccount(accountId);\n  const txPaged = usePagedTransactions(accountId ? { accountId } : {});\n  const transactions = accountId ? txPaged.items : [];\n\n  return (\n    <Sheet open={Boolean(accountId)} onOpenChange={(open) => !open && onClose()}>\n      <SheetContent className=\"w-full overflow-y-auto sm:max-w-lg\">\n        <SheetHeader>\n          <SheetTitle>{account?.name ?? 'Account'}</SheetTitle>\n          <SheetDescription>\n            {account\n              ? `${account.institution ?? 'Manual account'} · ${account.type.replace(/_/g, ' ')}`\n              : 'Loading account details…'}\n          </SheetDescription>\n        </SheetHeader>\n\n        {isLoading ? (\n          <div className=\"mt-6\">\n            <LoadingState rows={3} />\n          </div>\n        ) : isError ? (\n          <div className=\"mt-6\">\n            <ErrorState onRetry={() => refetch()} />\n          </div>\n        ) : !account ? (\n          <div className=\"mt-6\">\n            <EmptyState\n              title=\"Account not found\"\n              description=\"This account is no longer available.\"\n            />\n          </div>\n        ) : (\n          <div className=\"mt-6 space-y-6\">\n            <div className=\"grid grid-cols-2 gap-4\">\n              <div className=\"rounded-lg border border-border-subtle bg-bg-surface p-4\">\n                <p className=\"text-xs text-text-secondary\">Cash balance</p>\n                <p className=\"text-xl font-semibold text-text-primary\">\n                  {formatMoney(account.cashBalance, account.currency)}\n                </p>\n              </div>\n              <div className=\"rounded-lg border border-border-subtle bg-bg-surface p-4\">\n                <p className=\"text-xs text-text-secondary\">Status</p>\n                <Badge variant={statusBadgeVariant(account.status)}>{account.status}</Badge>\n              </div>\n            </div>\n\n            <div className=\"rounded-lg border border-border-subtle bg-bg-surface p-4\">\n              <p className=\"text-xs text-text-secondary\">Owner</p>\n              <ActorName id={account.ownerId} className=\"text-sm font-medium text-text-primary\" />\n            </div>\n\n            {/* Holdings */}\n            <div className=\"space-y-3\">\n              <h3 className=\"text-sm font-semibold text-text-primary\">Holdings</h3>\n              {account.holdings.length === 0 ? (\n                <EmptyState\n                  title=\"No holdings\"\n                  description=\"This account has no positions recorded yet.\"\n                />\n              ) : (\n                <div className=\"space-y-2\">\n                  {account.holdings.map((h) => (\n                    <div\n                      key={h.id}\n                      className=\"flex items-center justify-between rounded-lg border border-border-subtle bg-bg-surface p-3\"\n                    >\n                      <div className=\"min-w-0\">\n                        <p className=\"truncate text-sm font-medium text-text-primary\">{h.symbol}</p>\n                        {h.name ? (\n                          <p className=\"truncate text-xs text-text-secondary\">{h.name}</p>\n                        ) : null}\n                      </div>\n                      <span className=\"text-sm font-semibold text-text-primary\">\n                        {formatMoney(h.marketValue, h.currency)}\n                      </span>\n                    </div>\n                  ))}\n                </div>\n              )}\n            </div>\n\n            {/* Recent transactions */}\n            <div className=\"space-y-3\">\n              <div className=\"flex items-center justify-between\">\n                <h3 className=\"text-sm font-semibold text-text-primary\">Recent transactions</h3>\n                <Button size=\"sm\" variant=\"outline\" onClick={onRecordTransaction}>\n                  <Receipt className=\"size-4\" aria-hidden=\"true\" />\n                  Record\n                </Button>\n              </div>\n              {txPaged.isLoading ? (\n                <LoadingState rows={2} />\n              ) : txPaged.isError ? (\n                <ErrorState onRetry={() => txPaged.refetch()} />\n              ) : transactions.length === 0 ? (\n                <EmptyState\n                  icon={<Receipt className=\"size-6\" aria-hidden=\"true\" />}\n                  title=\"No transactions\"\n                  description=\"Record a transaction to see activity here.\"\n                  action={\n                    <Button size=\"sm\" onClick={onRecordTransaction}>\n                      <Plus className=\"size-4\" aria-hidden=\"true\" />\n                      Record transaction\n                    </Button>\n                  }\n                />\n              ) : (\n                <div className=\"space-y-2\">\n                  {transactions.map((tx) => {\n                    const inflow = isInflow(tx.type);\n                    const Icon = inflow ? ArrowUpRight : ArrowDownRight;\n                    const tone = inflow ? 'text-status-success-text' : 'text-status-error-text';\n                    return (\n                      <div\n                        key={tx.id}\n                        className=\"flex items-center justify-between rounded-lg border border-border-subtle bg-bg-surface p-3\"\n                      >\n                        <div className=\"min-w-0\">\n                          <div className=\"flex items-center gap-2\">\n                            <Badge variant=\"outline\">{tx.type.replace(/_/g, ' ')}</Badge>\n                            {tx.symbol ? 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+{"version":3,"file":"AccountsPage.js","names":[],"sources":["../../../src/brainyrich/pages/AccountsPage.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  DropdownMenuTrigger,\n  Input,\n  Label,\n  Select,\n  SelectContent,\n  SelectItem,\n  SelectTrigger,\n  SelectValue,\n  Sheet,\n  SheetContent,\n  SheetDescription,\n  SheetHeader,\n  SheetTitle,\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  Building2,\n  CheckCircle2,\n  ChevronRight,\n  Landmark,\n  Layers,\n  MoreHorizontal,\n  Pencil,\n  Plus,\n  Receipt,\n  Wallet,\n  Archive as ArchiveIcon,\n} from 'lucide-react';\nimport {\n  useAccount,\n  useAllAccounts,\n  usePagedAccounts,\n  usePagedTransactions,\n  useCreateAccount,\n  useUpdateAccount,\n  useArchiveAccount,\n  useRecordTransaction,\n} from '../hooks/useBrainyRichApi';\nimport type { BraAccount, BraAccountType, BraTransactionType } from '../types/bra';\nimport { ActorName, ConfirmDialog, HouseholdPicker, LoadMore } from '../components';\nimport {\n  DonutChart,\n  FadeIn,\n  GlassCard,\n  StatTile,\n  type DonutDatum,\n  type VizTone,\n} from '../components/viz';\nimport { DocumentsPanel } from '../components/reuse/DocumentsPanel';\nimport {\n  SectionShell,\n  EmptyState,\n  LoadingState,\n  ErrorState,\n  formatMoney,\n  formatCompact,\n  formatDate,\n  statusBadgeVariant,\n} from './_shared';\n\n// Schema enum option lists (SDL enum members — not fabricated data).\nconst ACCOUNT_TYPES: BraAccountType[] = [\n  'BANK',\n  'BROKERAGE',\n  'RETIREMENT',\n  'CASH',\n  'CRYPTO',\n  'REAL_ESTATE',\n  'ALTERNATIVE',\n  'LIABILITY',\n];\n\nconst TRANSACTION_TYPES: BraTransactionType[] = [\n  'BUY',\n  'SELL',\n  'DIVIDEND',\n  'INTEREST',\n  'DEPOSIT',\n  'WITHDRAWAL',\n  'FEE',\n  'TRANSFER',\n];\n\n/** Stable, semantic tone per account type so the allocation donut reads consistently. */\nconst TYPE_TONE: Record<BraAccountType, VizTone> = {\n  BANK: 'teal',\n  BROKERAGE: 'brand',\n  RETIREMENT: 'blue',\n  CASH: 'success',\n  CRYPTO: 'warning',\n  REAL_ESTATE: 'purple',\n  ALTERNATIVE: 'indigo',\n  LIABILITY: 'error',\n};\n\n/** Positive = inflow (deposit/dividend/interest/sell/transfer in). */\nfunction isInflow(type: BraTransactionType): boolean {\n  return (\n    type === 'DEPOSIT' ||\n    type === 'DIVIDEND' ||\n    type === 'INTEREST' ||\n    type === 'SELL' ||\n    type === 'TRANSFER'\n  );\n}\n\nfunction parseNum(value: string): number | undefined {\n  if (value.trim() === '') return undefined;\n  const n = Number(value);\n  return Number.isFinite(n) ? n : undefined;\n}\n\ninterface AccountFormState {\n  name: string;\n  type: BraAccountType;\n  institution: string;\n  currency: string;\n  cashBalance: string;\n  accountMask: string;\n  householdId: string | null;\n}\n\nconst EMPTY_ACCOUNT_FORM: AccountFormState = {\n  name: '',\n  type: 'BANK',\n  institution: '',\n  currency: 'USD',\n  cashBalance: '',\n  accountMask: '',\n  householdId: null,\n};\n\ninterface TransactionFormState {\n  type: BraTransactionType;\n  tradeDate: string;\n  symbol: string;\n  quantity: string;\n  price: string;\n  amount: string;\n  fee: string;\n  notes: string;\n}\n\nconst EMPTY_TX_FORM: TransactionFormState = {\n  type: 'DEPOSIT',\n  tradeDate: '',\n  symbol: '',\n  quantity: '',\n  price: '',\n  amount: '',\n  fee: '',\n  notes: '',\n};\n\nexport function AccountsPage() {\n  // Full set drives the KPI aggregates (totals must cover every account).\n  const allAccounts = useAllAccounts();\n  const accounts = allAccounts.data;\n  // Paged connection drives the interactive table + LoadMore.\n  const paged = usePagedAccounts();\n\n  const [selectedId, setSelectedId] = useState<string | undefined>(undefined);\n\n  const [createOpen, setCreateOpen] = useState(false);\n  const [createForm, setCreateForm] = useState<AccountFormState>(EMPTY_ACCOUNT_FORM);\n\n  const [editAccount, setEditAccount] = useState<BraAccount | null>(null);\n  const [editForm, setEditForm] = useState<AccountFormState>(EMPTY_ACCOUNT_FORM);\n\n  const [archiveTarget, setArchiveTarget] = useState<BraAccount | null>(null);\n\n  const [txOpen, setTxOpen] = useState(false);\n  const [txForm, setTxForm] = useState<TransactionFormState>(EMPTY_TX_FORM);\n\n  const createAccount = useCreateAccount();\n  const updateAccount = useUpdateAccount();\n  const archiveAccount = useArchiveAccount();\n  const recordTransaction = useRecordTransaction();\n\n  const totalCash = accounts.reduce((sum, a) => sum + (a.cashBalance ?? 0), 0);\n  const activeCount = accounts.filter((a) => a.status === 'ACTIVE').length;\n  const institutionCount = new Set(\n    accounts.map((a) => a.institution).filter((i): i is string => Boolean(i))\n  ).size;\n  const displayCurrency = accounts[0]?.currency ?? 'USD';\n\n  // Cash-by-account-type allocation — aggregated straight from the real accounts.\n  const cashByType = useMemo<DonutDatum[]>(() => {\n    const totals = new Map<BraAccountType, number>();\n    for (const a of accounts) {\n      const cash = a.cashBalance ?? 0;\n      if (cash <= 0) continue;\n      totals.set(a.type, (totals.get(a.type) ?? 0) + cash);\n    }\n    return [...totals.entries()]\n      .map(([type, value]) => ({\n        label: type.replace(/_/g, ' '),\n        value,\n        tone: TYPE_TONE[type],\n      }))\n      .sort((a, b) => b.value - a.value);\n  }, [accounts]);\n\n  function openCreate() {\n    setCreateForm(EMPTY_ACCOUNT_FORM);\n    setCreateOpen(true);\n  }\n\n  function submitCreate() {\n    if (!createForm.name.trim()) return;\n    createAccount.mutate(\n      {\n        name: createForm.name.trim(),\n        type: createForm.type,\n        institution: createForm.institution.trim() || null,\n        currency: createForm.currency.trim() || 'USD',\n        cashBalance: parseNum(createForm.cashBalance) ?? 0,\n        accountMask: createForm.accountMask.trim() || null,\n        householdId: createForm.householdId,\n      },\n      { onSuccess: () => setCreateOpen(false) }\n    );\n  }\n\n  function openEdit(account: BraAccount) {\n    setEditAccount(account);\n    setEditForm({\n      name: account.name,\n      type: account.type,\n      institution: account.institution ?? '',\n      currency: account.currency,\n      cashBalance: String(account.cashBalance ?? ''),\n      accountMask: account.accountMask ?? '',\n      householdId: account.householdId,\n    });\n  }\n\n  function submitEdit() {\n    if (!editAccount || !editForm.name.trim()) return;\n    updateAccount.mutate(\n      {\n        id: editAccount.id,\n        input: {\n          name: editForm.name.trim(),\n          type: editForm.type,\n          institution: editForm.institution.trim() || null,\n          currency: editForm.currency.trim() || 'USD',\n          cashBalance: parseNum(editForm.cashBalance) ?? 0,\n          accountMask: editForm.accountMask.trim() || null,\n          householdId: editForm.householdId,\n        },\n      },\n      { onSuccess: () => setEditAccount(null) }\n    );\n  }\n\n  function submitArchive() {\n    if (!archiveTarget) return;\n    const id = archiveTarget.id;\n    archiveAccount.mutate(id, {\n      onSuccess: () => {\n        setArchiveTarget(null);\n        if (selectedId === id) setSelectedId(undefined);\n      },\n    });\n  }\n\n  function openRecordTx() {\n    setTxForm(EMPTY_TX_FORM);\n    setTxOpen(true);\n  }\n\n  const txAmount = parseNum(txForm.amount);\n  const txAmountValid = txAmount !== undefined && txAmount > 0;\n  const txValid = Boolean(selectedId && txForm.tradeDate) && txAmountValid;\n\n  function submitTx() {\n    if (!selectedId || !txForm.tradeDate || !txAmountValid) return;\n    const tradeIso = new Date(txForm.tradeDate);\n    if (Number.isNaN(tradeIso.getTime())) return;\n    recordTransaction.mutate(\n      {\n        accountId: selectedId,\n        type: txForm.type,\n        tradeDate: tradeIso.toISOString(),\n        symbol: txForm.symbol.trim() || null,\n        quantity: parseNum(txForm.quantity),\n        price: parseNum(txForm.price),\n        amount: txAmount,\n        fee: parseNum(txForm.fee),\n        notes: txForm.notes.trim() || null,\n      },\n      { onSuccess: () => setTxOpen(false) }\n    );\n  }\n\n  const moneyFmt = (v: number) => formatMoney(v, displayCurrency);\n\n  return (\n    <SectionShell\n      title=\"Accounts\"\n      description=\"Linked bank, brokerage and retirement accounts with recent activity.\"\n      badges={[`${accounts.length} account${accounts.length === 1 ? '' : 's'}`]}\n      actionLabel=\"New account\"\n      onAction={openCreate}\n    >\n      {/* Hero — premium KPI tiles + live cash allocation donut */}\n      <div className=\"grid gap-4 lg:grid-cols-3\">\n        <div className=\"grid gap-4 sm:grid-cols-2 lg:col-span-2\">\n          <FadeIn index={0}>\n            <StatTile\n              label=\"Total cash\"\n              value={formatMoney(totalCash, displayCurrency)}\n              glow\n              icon={<Wallet className=\"size-4\" aria-hidden=\"true\" />}\n            />\n          </FadeIn>\n          <FadeIn index={1}>\n            <StatTile\n              label=\"Total accounts\"\n              value={String(accounts.length)}\n              icon={<Landmark className=\"size-4\" aria-hidden=\"true\" />}\n            />\n          </FadeIn>\n          <FadeIn index={2}>\n            <StatTile\n              label=\"Active\"\n              value={`${activeCount}/${accounts.length}`}\n              icon={<CheckCircle2 className=\"size-4\" aria-hidden=\"true\" />}\n            />\n          </FadeIn>\n          <FadeIn index={3}>\n            <StatTile\n              label=\"Institutions\"\n              value={String(institutionCount)}\n              icon={<Building2 className=\"size-4\" aria-hidden=\"true\" />}\n            />\n          </FadeIn>\n        </div>\n\n        <FadeIn index={4}>\n          <GlassCard className=\"h-full\" glow>\n            <div className=\"mb-2 flex items-center gap-2\">\n              <Layers className=\"size-4 text-text-secondary\" aria-hidden=\"true\" />\n              <h2 className=\"text-sm font-semibold text-text-primary\">Cash by account type</h2>\n            </div>\n            {cashByType.length === 0 ? (\n              <p className=\"py-8 text-center text-sm text-text-secondary\">\n                No cash balances recorded yet.\n              </p>\n            ) : (\n              <DonutChart\n                data={cashByType}\n                centerValue={formatCompact(totalCash, displayCurrency)}\n                centerLabel=\"Total cash\"\n                height={200}\n                valueFormatter={moneyFmt}\n              />\n            )}\n          </GlassCard>\n        </FadeIn>\n      </div>\n\n      <FadeIn index={5} as=\"section\">\n        <Card className=\"transition-shadow motion-safe:hover:shadow-[var(--shadow-pop-hover,var(--shadow-elevation-2))]\">\n          <CardHeader>\n            <CardTitle className=\"flex items-center gap-2\">\n              <Landmark className=\"h-5 w-5\" aria-hidden=\"true\" />\n              Linked accounts\n            </CardTitle>\n            <CardDescription>Select an account to view holdings and transactions.</CardDescription>\n          </CardHeader>\n          <CardContent>\n            {paged.isLoading ? (\n              <LoadingState />\n            ) : paged.isError ? (\n              <ErrorState onRetry={() => paged.refetch()} />\n            ) : paged.items.length === 0 ? (\n              <EmptyState\n                icon={<Landmark className=\"size-6\" aria-hidden=\"true\" />}\n                title=\"No accounts yet\"\n                description=\"Add your first bank, brokerage or retirement account to start tracking net worth.\"\n                action={\n                  <Button size=\"sm\" onClick={openCreate}>\n                    <Plus className=\"size-4\" aria-hidden=\"true\" />\n                    New account\n                  </Button>\n                }\n              />\n            ) : (\n              <div className=\"overflow-x-auto\">\n                <Table>\n                  <TableHeader>\n                    <TableRow>\n                      <TableHead>Account</TableHead>\n                      <TableHead>Type</TableHead>\n                      <TableHead>Institution</TableHead>\n                      <TableHead className=\"text-right\">Cash balance</TableHead>\n                      <TableHead>Status</TableHead>\n                      <TableHead className=\"w-12 text-right\">Actions</TableHead>\n                    </TableRow>\n                  </TableHeader>\n                  <TableBody>\n                    {paged.items.map((account) => (\n                      <TableRow\n                        key={account.id}\n                        className=\"group cursor-pointer transition-colors hover:bg-bg-elevated\"\n                        onClick={() => setSelectedId(account.id)}\n                      >\n                        <TableCell>\n                          <div className=\"flex items-center gap-3\">\n                            <div\n                              className=\"flex h-9 w-9 items-center justify-center rounded-lg border border-border-subtle bg-bg-sunken text-xs font-semibold text-text-secondary transition-colors group-hover:border-[var(--color-action-primary-border)] group-hover:text-text-primary\"\n                              aria-hidden=\"true\"\n                            >\n                              {(account.institution ?? account.name).slice(0, 2).toUpperCase()}\n                            </div>\n                            <div className=\"min-w-0\">\n                              <p className=\"flex items-center gap-1 truncate font-medium text-text-primary\">\n                                {account.name}\n                                <ChevronRight\n                                  className=\"size-3.5 shrink-0 text-text-secondary opacity-0 transition-opacity group-hover:opacity-100\"\n                                  aria-hidden=\"true\"\n                                />\n                              </p>\n                              <p className=\"truncate text-xs text-text-secondary\">\n                                {account.institution ?? 'Manual account'}\n                                {account.accountMask ? ` · ••${account.accountMask}` : ''}\n                              </p>\n                            </div>\n                          </div>\n                        </TableCell>\n                        <TableCell>\n                          <Badge variant=\"outline\">{account.type.replace(/_/g, ' ')}</Badge>\n                        </TableCell>\n                        <TableCell className=\"text-sm text-text-secondary\">\n                          {account.institution ?? '—'}\n                        </TableCell>\n                        <TableCell className=\"text-right font-semibold tabular-nums text-text-primary\">\n                          {formatMoney(account.cashBalance, account.currency)}\n                        </TableCell>\n                        <TableCell>\n                          <Badge variant={statusBadgeVariant(account.status)}>\n                            {account.status}\n                          </Badge>\n                        </TableCell>\n                        <TableCell className=\"text-right\" onClick={(e) => e.stopPropagation()}>\n                          <DropdownMenu>\n                            <DropdownMenuTrigger asChild>\n                              <Button\n                                variant=\"ghost\"\n                                size=\"sm\"\n                                aria-label={`Actions for ${account.name}`}\n                              >\n                                <MoreHorizontal className=\"size-4\" aria-hidden=\"true\" />\n                              </Button>\n                            </DropdownMenuTrigger>\n                            <DropdownMenuContent align=\"end\">\n                              <DropdownMenuItem onClick={() => openEdit(account)}>\n                                <Pencil className=\"size-4\" aria-hidden=\"true\" />\n                                Edit\n                              </DropdownMenuItem>\n                              <DropdownMenuItem\n                                className=\"text-status-error-text\"\n                                onClick={() => setArchiveTarget(account)}\n                              >\n                                <ArchiveIcon className=\"size-4\" aria-hidden=\"true\" />\n                                Archive\n                              </DropdownMenuItem>\n                            </DropdownMenuContent>\n                          </DropdownMenu>\n                        </TableCell>\n                      </TableRow>\n                    ))}\n                  </TableBody>\n                </Table>\n                <LoadMore\n                  hasMore={paged.hasMore}\n                  onClick={paged.loadMore}\n                  loading={paged.isFetchingNextPage}\n                  className=\"mt-4\"\n                />\n              </div>\n            )}\n          </CardContent>\n        </Card>\n      </FadeIn>\n\n      {/* Create account dialog */}\n      <Dialog open={createOpen} onOpenChange={setCreateOpen}>\n        <DialogContent className=\"max-h-[90vh] overflow-y-auto\">\n          <DialogHeader>\n            <DialogTitle>New account</DialogTitle>\n            <DialogDescription>Add a bank, brokerage or retirement account.</DialogDescription>\n          </DialogHeader>\n          <AccountForm form={createForm} onChange={setCreateForm} />\n          <DialogFooter>\n            <DialogClose asChild>\n              <Button variant=\"outline\">Cancel</Button>\n            </DialogClose>\n            <Button\n              onClick={submitCreate}\n              disabled={!createForm.name.trim() || createAccount.isPending}\n            >\n              {createAccount.isPending ? 'Creating…' : 'Create account'}\n            </Button>\n          </DialogFooter>\n        </DialogContent>\n      </Dialog>\n\n      {/* Edit account dialog */}\n      <Dialog open={Boolean(editAccount)} onOpenChange={(open) => !open && setEditAccount(null)}>\n        <DialogContent className=\"max-h-[90vh] overflow-y-auto\">\n          <DialogHeader>\n            <DialogTitle>Edit account</DialogTitle>\n            <DialogDescription>Update account details.</DialogDescription>\n          </DialogHeader>\n          <AccountForm form={editForm} onChange={setEditForm} />\n          <DialogFooter>\n            <Button variant=\"outline\" onClick={() => setEditAccount(null)}>\n              Cancel\n            </Button>\n            <Button\n              onClick={submitEdit}\n              disabled={!editForm.name.trim() || updateAccount.isPending}\n            >\n              {updateAccount.isPending ? 'Saving…' : 'Save changes'}\n            </Button>\n          </DialogFooter>\n        </DialogContent>\n      </Dialog>\n\n      {/* Archive confirm dialog */}\n      <ConfirmDialog\n        open={Boolean(archiveTarget)}\n        onOpenChange={(open) => !open && setArchiveTarget(null)}\n        title=\"Archive account?\"\n        description={\n          archiveTarget\n            ? `“${archiveTarget.name}” will be archived and hidden from active lists. This does not delete its history.`\n            : undefined\n        }\n        confirmLabel=\"Archive account\"\n        pendingLabel=\"Archiving…\"\n        destructive\n        pending={archiveAccount.isPending}\n        onConfirm={submitArchive}\n      />\n\n      {/* Account detail sheet */}\n      <AccountDetailSheet\n        accountId={selectedId}\n        onClose={() => setSelectedId(undefined)}\n        onRecordTransaction={openRecordTx}\n      />\n\n      {/* Record transaction dialog */}\n      <Dialog open={txOpen} onOpenChange={setTxOpen}>\n        <DialogContent className=\"max-h-[90vh] overflow-y-auto\">\n          <DialogHeader>\n            <DialogTitle>Record transaction</DialogTitle>\n            <DialogDescription>Log activity against the selected account.</DialogDescription>\n          </DialogHeader>\n          <div className=\"grid gap-4\">\n            <div className=\"grid grid-cols-2 gap-4\">\n              <div className=\"space-y-2\">\n                <Label htmlFor=\"tx-type\">Type</Label>\n                <Select\n                  value={txForm.type}\n                  onValueChange={(v) => setTxForm((f) => ({ ...f, type: v as BraTransactionType }))}\n                >\n                  <SelectTrigger id=\"tx-type\">\n                    <SelectValue />\n                  </SelectTrigger>\n                  <SelectContent>\n                    {TRANSACTION_TYPES.map((t) => (\n                      <SelectItem key={t} value={t}>\n                        {t.replace(/_/g, ' ')}\n                      </SelectItem>\n                    ))}\n                  </SelectContent>\n                </Select>\n              </div>\n              <div className=\"space-y-2\">\n                <Label htmlFor=\"tx-date\">Trade date</Label>\n                <Input\n                  id=\"tx-date\"\n                  type=\"date\"\n                  value={txForm.tradeDate}\n                  onChange={(e) => setTxForm((f) => ({ ...f, tradeDate: e.target.value }))}\n                />\n              </div>\n            </div>\n            <div className=\"grid grid-cols-2 gap-4\">\n              <div className=\"space-y-2\">\n                <Label htmlFor=\"tx-symbol\">Symbol</Label>\n                <Input\n                  id=\"tx-symbol\"\n                  value={txForm.symbol}\n                  onChange={(e) => setTxForm((f) => ({ ...f, symbol: e.target.value }))}\n                  placeholder=\"e.g. VOO\"\n                />\n              </div>\n              <div className=\"space-y-2\">\n                <Label htmlFor=\"tx-amount\">Amount</Label>\n                <Input\n                  id=\"tx-amount\"\n                  type=\"number\"\n                  min=\"0\"\n                  step=\"any\"\n                  value={txForm.amount}\n                  onChange={(e) => setTxForm((f) => ({ ...f, amount: e.target.value }))}\n                  aria-invalid={txForm.amount.trim() !== '' && !txAmountValid}\n                  aria-describedby=\"tx-amount-hint\"\n                />\n                <p id=\"tx-amount-hint\" className=\"text-xs text-text-secondary\">\n                  {txForm.amount.trim() !== '' && !txAmountValid\n                    ? 'Enter an amount greater than 0.'\n                    : 'Positive amount; direction is set by the type.'}\n                </p>\n              </div>\n            </div>\n            <div className=\"grid grid-cols-3 gap-4\">\n              <div className=\"space-y-2\">\n                <Label htmlFor=\"tx-qty\">Quantity</Label>\n                <Input\n                  id=\"tx-qty\"\n                  type=\"number\"\n                  value={txForm.quantity}\n                  onChange={(e) => setTxForm((f) => ({ ...f, quantity: e.target.value }))}\n                />\n              </div>\n              <div className=\"space-y-2\">\n                <Label htmlFor=\"tx-price\">Price</Label>\n                <Input\n                  id=\"tx-price\"\n                  type=\"number\"\n                  value={txForm.price}\n                  onChange={(e) => setTxForm((f) => ({ ...f, price: e.target.value }))}\n                />\n              </div>\n              <div className=\"space-y-2\">\n                <Label htmlFor=\"tx-fee\">Fee</Label>\n                <Input\n                  id=\"tx-fee\"\n                  type=\"number\"\n                  value={txForm.fee}\n                  onChange={(e) => setTxForm((f) => ({ ...f, fee: e.target.value }))}\n                />\n              </div>\n            </div>\n            <div className=\"space-y-2\">\n              <Label htmlFor=\"tx-notes\">Notes</Label>\n              <Textarea\n                id=\"tx-notes\"\n                value={txForm.notes}\n                onChange={(e) => setTxForm((f) => ({ ...f, notes: e.target.value }))}\n                placeholder=\"Optional note\"\n              />\n            </div>\n          </div>\n          <DialogFooter>\n            <Button variant=\"outline\" onClick={() => setTxOpen(false)}>\n              Cancel\n            </Button>\n            <Button onClick={submitTx} disabled={!txValid || recordTransaction.isPending}>\n              {recordTransaction.isPending ? 'Saving…' : 'Record transaction'}\n            </Button>\n          </DialogFooter>\n        </DialogContent>\n      </Dialog>\n    </SectionShell>\n  );\n}\n\n// ============================================================================\n// Account form (shared by create + edit dialogs)\n// ============================================================================\n\nfunction AccountForm({\n  form,\n  onChange,\n}: {\n  form: AccountFormState;\n  onChange: (updater: (prev: AccountFormState) => AccountFormState) => void;\n}) {\n  return (\n    <div className=\"grid gap-4\">\n      <div className=\"space-y-2\">\n        <Label htmlFor=\"acct-name\">Name</Label>\n        <Input\n          id=\"acct-name\"\n          value={form.name}\n          onChange={(e) => onChange((f) => ({ ...f, name: e.target.value }))}\n          placeholder=\"e.g. Everyday Checking\"\n        />\n      </div>\n      <div className=\"grid grid-cols-2 gap-4\">\n        <div className=\"space-y-2\">\n          <Label htmlFor=\"acct-type\">Type</Label>\n          <Select\n            value={form.type}\n            onValueChange={(v) => onChange((f) => ({ ...f, type: v as BraAccountType }))}\n          >\n            <SelectTrigger id=\"acct-type\">\n              <SelectValue />\n            </SelectTrigger>\n            <SelectContent>\n              {ACCOUNT_TYPES.map((t) => (\n                <SelectItem key={t} value={t}>\n                  {t.replace(/_/g, ' ')}\n                </SelectItem>\n              ))}\n            </SelectContent>\n          </Select>\n        </div>\n        <div className=\"space-y-2\">\n          <Label htmlFor=\"acct-currency\">Currency</Label>\n          <Input\n            id=\"acct-currency\"\n            value={form.currency}\n            onChange={(e) => onChange((f) => ({ ...f, currency: e.target.value.toUpperCase() }))}\n            placeholder=\"USD\"\n          />\n        </div>\n      </div>\n      <div className=\"space-y-2\">\n        <Label htmlFor=\"acct-institution\">Institution</Label>\n        <Input\n          id=\"acct-institution\"\n          value={form.institution}\n          onChange={(e) => onChange((f) => ({ ...f, institution: e.target.value }))}\n          placeholder=\"e.g. Chase\"\n        />\n      </div>\n      <div className=\"grid grid-cols-2 gap-4\">\n        <div className=\"space-y-2\">\n          <Label htmlFor=\"acct-balance\">Cash balance</Label>\n          <Input\n            id=\"acct-balance\"\n            type=\"number\"\n            value={form.cashBalance}\n            onChange={(e) => onChange((f) => ({ ...f, cashBalance: e.target.value }))}\n          />\n        </div>\n        <div className=\"space-y-2\">\n          <Label htmlFor=\"acct-mask\">Account mask</Label>\n          <Input\n            id=\"acct-mask\"\n            value={form.accountMask}\n            onChange={(e) => onChange((f) => ({ ...f, accountMask: e.target.value }))}\n            placeholder=\"Last 4 digits\"\n          />\n        </div>\n      </div>\n      <HouseholdPicker\n        value={form.householdId}\n        onChange={(householdId) => onChange((f) => ({ ...f, householdId }))}\n      />\n    </div>\n  );\n}\n\n// ============================================================================\n// Account detail sheet — holdings + recent transactions\n// ============================================================================\n\nfunction AccountDetailSheet({\n  accountId,\n  onClose,\n  onRecordTransaction,\n}: {\n  accountId: string | undefined;\n  onClose: () => void;\n  onRecordTransaction: () => void;\n}) {\n  const { data: account, isLoading, isError, refetch } = useAccount(accountId);\n  const txPaged = usePagedTransactions(accountId ? { accountId } : {});\n  const transactions = accountId ? txPaged.items : [];\n\n  // Holdings allocation by market value — real per-holding figures.\n  const holdingsAlloc = useMemo<DonutDatum[]>(() => {\n    if (!account) return [];\n    return account.holdings\n      .filter((h) => Number.isFinite(h.marketValue) && h.marketValue > 0)\n      .map((h) => ({ label: h.symbol, value: h.marketValue }))\n      .sort((a, b) => b.value - a.value);\n  }, [account]);\n\n  const holdingsTotal = holdingsAlloc.reduce((s, h) => s + h.value, 0);\n\n  return (\n    <Sheet open={Boolean(accountId)} onOpenChange={(open) => !open && onClose()}>\n      <SheetContent className=\"flex w-full flex-col overflow-y-auto p-0 sm:max-w-xl\">\n        <SheetHeader className=\"border-b border-border-subtle px-6 pb-4 pt-6\">\n          <SheetTitle className=\"text-lg\">{account?.name ?? 'Account'}</SheetTitle>\n          <SheetDescription>\n            {account\n              ? `${account.institution ?? 'Manual account'} · ${account.type.replace(/_/g, ' ')}`\n              : 'Loading account details…'}\n          </SheetDescription>\n        </SheetHeader>\n\n        {isLoading ? (\n          <div className=\"p-6\">\n            <LoadingState rows={3} />\n          </div>\n        ) : isError ? (\n          <div className=\"p-6\">\n            <ErrorState onRetry={() => refetch()} />\n          </div>\n        ) : !account ? (\n          <div className=\"p-6\">\n            <EmptyState\n              title=\"Account not found\"\n              description=\"This account is no longer available.\"\n            />\n          </div>\n        ) : (\n          <div className=\"space-y-6 p-6\">\n            {/* Hero — cash balance with emerald glow + status + owner */}\n            <GlassCard glow className=\"space-y-4\">\n              <div className=\"flex items-start justify-between gap-3\">\n                <div className=\"min-w-0\">\n                  <p className=\"text-xs uppercase tracking-wide text-text-secondary\">\n                    Cash balance\n                  </p>\n                  <p className=\"mt-1 text-3xl font-semibold tracking-tight text-text-primary\">\n                    {formatMoney(account.cashBalance, account.currency)}\n                  </p>\n                </div>\n                <Badge variant={statusBadgeVariant(account.status)}>{account.status}</Badge>\n              </div>\n              <div className=\"flex flex-wrap items-center gap-x-6 gap-y-2 border-t border-border-subtle pt-3 text-xs\">\n                <div className=\"flex items-center gap-1.5\">\n                  <span className=\"text-text-secondary\">Owner</span>\n                  <ActorName id={account.ownerId} className=\"font-medium text-text-primary\" />\n                </div>\n                <div className=\"flex items-center gap-1.5\">\n                  <span className=\"text-text-secondary\">Holdings value</span>\n                  <span className=\"font-medium text-text-primary\">\n                    {holdingsTotal > 0 ? formatMoney(holdingsTotal, account.currency) : '—'}\n                  </span>\n                </div>\n                <div className=\"flex items-center gap-1.5\">\n                  <span className=\"text-text-secondary\">Positions</span>\n                  <span className=\"font-medium text-text-primary\">{account.holdings.length}</span>\n                </div>\n              </div>\n            </GlassCard>\n\n            {/* Allocation donut — market value split across positions */}\n            {holdingsAlloc.length > 0 ? (\n              <div className=\"rounded-xl border border-border-subtle bg-bg-surface p-4\">\n                <h3 className=\"mb-2 text-sm font-semibold text-text-primary\">\n                  Holdings allocation\n                </h3>\n                <DonutChart\n                  data={holdingsAlloc}\n                  centerValue={formatCompact(holdingsTotal, account.currency)}\n                  centerLabel=\"Market value\"\n                  height={180}\n                  valueFormatter={(v) => formatMoney(v, account.currency)}\n                />\n              </div>\n            ) : null}\n\n            {/* Tabbed detail: Holdings / Transactions / Documents */}\n            <Tabs defaultValue=\"holdings\" className=\"w-full\">\n              <TabsList className=\"w-full\">\n                <TabsTrigger value=\"holdings\" className=\"flex-1\">\n                  Holdings\n                </TabsTrigger>\n                <TabsTrigger value=\"transactions\" className=\"flex-1\">\n                  Transactions\n                </TabsTrigger>\n                <TabsTrigger value=\"documents\" className=\"flex-1\">\n                  Documents\n                </TabsTrigger>\n              </TabsList>\n\n              {/* Holdings */}\n              <TabsContent value=\"holdings\" className=\"mt-4\">\n                {account.holdings.length === 0 ? 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(\n                                <p className=\"truncate text-xs text-text-secondary\">{h.name}</p>\n                              ) : null}\n                            </TableCell>\n                            <TableCell className=\"text-right tabular-nums text-text-secondary\">\n                              {h.quantity}\n                            </TableCell>\n                            <TableCell className=\"text-right tabular-nums text-text-secondary\">\n                              {formatMoney(h.lastPrice, h.currency)}\n                            </TableCell>\n                            <TableCell className=\"text-right font-semibold tabular-nums text-text-primary\">\n                              {formatMoney(h.marketValue, h.currency)}\n                            </TableCell>\n                          </TableRow>\n                        ))}\n                      </TableBody>\n                    </Table>\n                  </div>\n                )}\n              </TabsContent>\n\n              {/* Transactions */}\n              <TabsContent value=\"transactions\" className=\"mt-4 space-y-3\">\n                <div className=\"flex items-center justify-between\">\n                  <h3 className=\"text-sm font-semibold text-text-primary\">Recent activity</h3>\n                  <Button size=\"sm\" onClick={onRecordTransaction}>\n                    <Receipt className=\"size-4\" aria-hidden=\"true\" />\n                    Record\n                  </Button>\n                </div>\n                {txPaged.isLoading ? 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'bg-status-success-bg' : 'bg-status-error-bg';\n                      return (\n                        <div\n                          key={tx.id}\n                          className=\"flex items-center justify-between gap-3 rounded-lg border border-border-subtle bg-bg-surface p-3 transition-colors hover:bg-bg-elevated\"\n                        >\n                          <div className=\"flex min-w-0 items-center gap-3\">\n                            <span\n                              className={`flex size-8 shrink-0 items-center justify-center rounded-full ${iconBg} ${tone}`}\n                              aria-hidden=\"true\"\n                            >\n                              <Icon className=\"size-4\" />\n                            </span>\n                            <div className=\"min-w-0\">\n                              <div className=\"flex items-center gap-2\">\n                                <span className=\"truncate text-sm font-medium text-text-primary\">\n                                  {tx.type.replace(/_/g, ' ')}\n                                </span>\n                                {tx.symbol ? 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