npm - @burdenoff/microfe-brainyrich - Versions diffs - 2026.706.2 → 2026.706.4 - Mend

@burdenoff/microfe-brainyrich 2026.706.2 → 2026.706.4

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1	- {"version":3,"file":"PortfoliosPage.js","names":[],"sources":["../../../src/brainyrich/pages/PortfoliosPage.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 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 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 Briefcase,\n MoreHorizontal,\n Pencil,\n Plus,\n Trash2,\n} from 'lucide-react';\n\nimport {\n useArchivePortfolio,\n useCreateHolding,\n useCreatePortfolio,\n useDeleteHolding,\n useHouseholds,\n useModelPortfolios,\n usePagedPortfolios,\n usePortfolio,\n useUpdateHolding,\n useUpdatePortfolio,\n} from '../hooks/useBrainyRichApi';\nimport {\n AccountPicker,\n ConfirmDialog,\n DonutChart,\n FadeIn,\n GlassCard,\n LoadMore,\n StatTile,\n type DonutDatum,\n type VizTone,\n} from '../components';\nimport { CommentThread } from '../components/reuse/CommentThread';\nimport { TagField } from '../components/reuse/TagField';\nimport type { BraAssetClass, BraHolding, BraPortfolio, BraPortfolioStatus } from '../types/bra';\nimport {\n AllocationBars,\n EmptyState,\n ErrorState,\n LoadingState,\n SectionShell,\n formatCompact,\n formatMoney,\n formatPct,\n statusBadgeVariant,\n type AllocationDatum,\n} from './_shared';\n\nconst ASSET_CLASSES: BraAssetClass[] = [\n 'EQUITY',\n 'FIXED_INCOME',\n 'CASH',\n 'REAL_ESTATE',\n 'COMMODITY',\n 'CRYPTO',\n 'ALTERNATIVE',\n];\n\nconst PORTFOLIO_STATUSES: BraPortfolioStatus[] = ['DRAFT', 'ACTIVE', 'ARCHIVED'];\n\nconst NONE = '__none__';\n\nconst prettyEnum = (value: string): string =>\n value\n .toLowerCase()\n .split('_')\n .map((w) => w.charAt(0).toUpperCase() + w.slice(1))\n .join(' ');\n\nconst toNumber = (value: string): number \| undefined => {\n if (value.trim() === '') return undefined;\n const n = Number(value);\n return Number.isFinite(n) ? n : undefined;\n};\n\n/** Stable, semantic tone per asset class so donut/legend colours read consistently. /\nconst ASSET_TONE: Record<string, VizTone> = {\n EQUITY: 'brand',\n FIXED_INCOME: 'blue',\n CASH: 'teal',\n REAL_ESTATE: 'purple',\n COMMODITY: 'warning',\n CRYPTO: 'indigo',\n ALTERNATIVE: 'info',\n};\n\nconst toneForClass = (raw: string): VizTone => ASSET_TONE[raw.toUpperCase()] ?? 'neutral';\n\n/* Read a `targetAllocation` JSON blob as an assetClass → percentage map. /\nfunction parseTargetAllocation(raw: unknown): AllocationDatum[] {\n if (!raw \|\| typeof raw !== 'object') return [];\n return Object.entries(raw as Record<string, unknown>)\n .map(([label, value]) => ({ label, value: Number(value) }))\n .filter((d) => Number.isFinite(d.value))\n .map((d) => ({ label: prettyEnum(d.label), value: d.value, tone: 'accent' as const }));\n}\n\n/* Read a `targetAllocation` JSON blob as tone-keyed donut slices (percent values). /\nfunction targetAllocationDonut(raw: unknown): DonutDatum[] {\n if (!raw \|\| typeof raw !== 'object') return [];\n return Object.entries(raw as Record<string, unknown>)\n .map(([key, value]) => ({ key, value: Number(value) }))\n .filter((d) => Number.isFinite(d.value) && d.value > 0)\n .sort((a, b) => b.value - a.value)\n .map((d) => ({ label: prettyEnum(d.key), value: d.value, tone: toneForClass(d.key) }));\n}\n\n// ============================================================================\n// Gain cell — signed money with icon + semantic color (color never sole signal)\n// ============================================================================\n\nfunction GainValue({ value, currency }: { value: number; currency: string }) {\n const positive = value > 0;\n const negative = value < 0;\n const tone = positive\n ? 'text-status-success-text'\n : negative\n ? 'text-status-error-text'\n : 'text-text-secondary';\n const Icon = positive ? ArrowUpRight : negative ? ArrowDownRight : null;\n return (\n <span className={`inline-flex items-center justify-end gap-1 font-medium ${tone}`}>\n {Icon ? <Icon className=\"size-3.5\" aria-hidden=\"true\" /> : null}\n {positive ? '+' : ''}\n {formatMoney(value, currency)}\n </span>\n );\n}\n\n// ============================================================================\n// Portfolio create / edit dialog\n// ============================================================================\n\ninterface PortfolioFormState {\n name: string;\n baseCurrency: string;\n description: string;\n driftThresholdPct: string;\n status: BraPortfolioStatus;\n modelPortfolioId: string;\n householdId: string;\n}\n\nfunction emptyForm(): PortfolioFormState {\n return {\n name: '',\n baseCurrency: 'USD',\n description: '',\n driftThresholdPct: '5',\n status: 'DRAFT',\n modelPortfolioId: NONE,\n householdId: NONE,\n };\n}\n\nfunction PortfolioFormDialog({\n open,\n onOpenChange,\n editing,\n}: {\n open: boolean;\n onOpenChange: (open: boolean) => void;\n editing: BraPortfolio \| null;\n}) {\n const { data: models } = useModelPortfolios();\n const { data: households } = useHouseholds();\n const createPortfolio = useCreatePortfolio();\n const updatePortfolio = useUpdatePortfolio();\n\n const [form, setForm] = useState<PortfolioFormState>(emptyForm);\n // Re-seed the form whenever the dialog target changes.\n const [seededFor, setSeededFor] = useState<string \| null>(null);\n const targetKey = editing?.id ?? 'new';\n if (open && seededFor !== targetKey) {\n setSeededFor(targetKey);\n setForm(\n editing\n ? {\n name: editing.name,\n baseCurrency: editing.baseCurrency,\n description: editing.description ?? '',\n driftThresholdPct: String(editing.driftThresholdPct),\n status: editing.status,\n modelPortfolioId: editing.modelPortfolioId ?? NONE,\n householdId: editing.householdId ?? NONE,\n }\n : emptyForm()\n );\n }\n if (!open && seededFor !== null) {\n setSeededFor(null);\n }\n\n const pending = createPortfolio.isPending \|\| updatePortfolio.isPending;\n const nameValid = form.name.trim().length > 0;\n\n const handleSubmit = () => {\n if (!nameValid) return;\n const drift = toNumber(form.driftThresholdPct);\n const modelPortfolioId = form.modelPortfolioId === NONE ? null : form.modelPortfolioId;\n const householdId = form.householdId === NONE ? null : form.householdId;\n\n if (editing) {\n updatePortfolio.mutate(\n {\n id: editing.id,\n input: {\n name: form.name.trim(),\n baseCurrency: form.baseCurrency.trim() \|\| 'USD',\n description: form.description.trim() \|\| null,\n driftThresholdPct: drift,\n status: form.status,\n modelPortfolioId,\n },\n },\n { onSuccess: () => onOpenChange(false) }\n );\n } else {\n createPortfolio.mutate(\n {\n name: form.name.trim(),\n baseCurrency: form.baseCurrency.trim() \|\| 'USD',\n description: form.description.trim() \|\| null,\n driftThresholdPct: drift,\n modelPortfolioId,\n householdId,\n },\n { onSuccess: () => onOpenChange(false) }\n );\n }\n };\n\n return (\n <Dialog open={open} onOpenChange={onOpenChange}>\n <DialogContent className=\"max-h-[90vh] overflow-y-auto sm:max-w-lg\">\n <DialogHeader>\n <DialogTitle>{editing ? 'Edit portfolio' : 'New portfolio'}</DialogTitle>\n <DialogDescription>\n {editing\n ? 'Update this portfolio’s strategy settings.'\n : 'Create an investment portfolio to organize and rebalance holdings.'}\n </DialogDescription>\n </DialogHeader>\n\n <div className=\"space-y-4 py-2\">\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"pf-name\">Name</Label>\n <Input\n id=\"pf-name\"\n value={form.name}\n onChange={(e) => setForm((f) => ({ ...f, name: e.target.value }))}\n placeholder=\"Growth Portfolio\"\n aria-invalid={!nameValid}\n />\n </div>\n\n <div className=\"grid grid-cols-2 gap-4\">\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"pf-currency\">Base currency</Label>\n <Input\n id=\"pf-currency\"\n value={form.baseCurrency}\n onChange={(e) =>\n setForm((f) => ({ ...f, baseCurrency: e.target.value.toUpperCase() }))\n }\n placeholder=\"USD\"\n maxLength={3}\n />\n </div>\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"pf-drift\">Drift threshold %</Label>\n <Input\n id=\"pf-drift\"\n type=\"number\"\n min={0}\n step=\"0.5\"\n value={form.driftThresholdPct}\n onChange={(e) => setForm((f) => ({ ...f, driftThresholdPct: e.target.value }))}\n />\n </div>\n </div>\n\n {editing ? (\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"pf-status\">Status</Label>\n <Select\n value={form.status}\n onValueChange={(v) => setForm((f) => ({ ...f, status: v as BraPortfolioStatus }))}\n >\n <SelectTrigger id=\"pf-status\">\n <SelectValue />\n </SelectTrigger>\n <SelectContent>\n {PORTFOLIO_STATUSES.map((s) => (\n <SelectItem key={s} value={s}>\n {prettyEnum(s)}\n </SelectItem>\n ))}\n </SelectContent>\n </Select>\n </div>\n ) : null}\n\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"pf-model\">Model portfolio</Label>\n <Select\n value={form.modelPortfolioId}\n onValueChange={(v) => setForm((f) => ({ ...f, modelPortfolioId: v }))}\n >\n <SelectTrigger id=\"pf-model\">\n <SelectValue placeholder=\"None\" />\n </SelectTrigger>\n <SelectContent>\n <SelectItem value={NONE}>None</SelectItem>\n {models.map((m) => (\n <SelectItem key={m.id} value={m.id}>\n {m.name}\n </SelectItem>\n ))}\n </SelectContent>\n </Select>\n </div>\n\n {!editing ? (\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"pf-household\">Household</Label>\n <Select\n value={form.householdId}\n onValueChange={(v) => setForm((f) => ({ ...f, householdId: v }))}\n >\n <SelectTrigger id=\"pf-household\">\n <SelectValue placeholder=\"None\" />\n </SelectTrigger>\n <SelectContent>\n <SelectItem value={NONE}>None</SelectItem>\n {households.map((h) => (\n <SelectItem key={h.id} value={h.id}>\n {h.name}\n </SelectItem>\n ))}\n </SelectContent>\n </Select>\n </div>\n ) : null}\n\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"pf-desc\">Description</Label>\n <Textarea\n id=\"pf-desc\"\n value={form.description}\n onChange={(e) => setForm((f) => ({ ...f, description: e.target.value }))}\n placeholder=\"Optional notes about this strategy\"\n rows={3}\n />\n </div>\n </div>\n\n <DialogFooter>\n <Button variant=\"outline\" onClick={() => onOpenChange(false)} disabled={pending}>\n Cancel\n </Button>\n <Button onClick={handleSubmit} disabled={!nameValid \|\| pending}>\n {pending ? 'Saving…' : editing ? 'Save changes' : 'Create portfolio'}\n </Button>\n </DialogFooter>\n </DialogContent>\n </Dialog>\n );\n}\n\n// ============================================================================\n// Holding create / edit dialog (scoped to a portfolio)\n// ============================================================================\n\ninterface HoldingFormState {\n accountId: string;\n symbol: string;\n name: string;\n assetClass: BraAssetClass;\n quantity: string;\n lastPrice: string;\n costBasis: string;\n}\n\nfunction emptyHoldingForm(): HoldingFormState {\n return {\n accountId: '',\n symbol: '',\n name: '',\n assetClass: 'EQUITY',\n quantity: '0',\n lastPrice: '0',\n costBasis: '0',\n };\n}\n\nfunction HoldingFormDialog({\n open,\n onOpenChange,\n portfolioId,\n editing,\n}: {\n open: boolean;\n onOpenChange: (open: boolean) => void;\n portfolioId: string;\n editing: BraHolding \| null;\n}) {\n const createHolding = useCreateHolding();\n const updateHolding = useUpdateHolding();\n\n const [form, setForm] = useState<HoldingFormState>(emptyHoldingForm);\n const [seededFor, setSeededFor] = useState<string \| null>(null);\n const targetKey = editing?.id ?? 'new';\n if (open && seededFor !== targetKey) {\n setSeededFor(targetKey);\n setForm(\n editing\n ? {\n accountId: editing.accountId,\n symbol: editing.symbol,\n name: editing.name ?? '',\n assetClass: editing.assetClass,\n quantity: String(editing.quantity),\n lastPrice: String(editing.lastPrice),\n costBasis: String(editing.costBasis),\n }\n : emptyHoldingForm()\n );\n }\n if (!open && seededFor !== null) {\n setSeededFor(null);\n }\n\n const pending = createHolding.isPending \|\| updateHolding.isPending;\n const symbolValid = form.symbol.trim().length > 0;\n const accountValid = editing ? true : form.accountId.trim().length > 0;\n const canSubmit = symbolValid && accountValid && !pending;\n\n const handleSubmit = () => {\n if (!symbolValid \|\| !accountValid) return;\n if (editing) {\n updateHolding.mutate(\n {\n id: editing.id,\n input: {\n name: form.name.trim() \|\| null,\n assetClass: form.assetClass,\n quantity: toNumber(form.quantity),\n lastPrice: toNumber(form.lastPrice),\n costBasis: toNumber(form.costBasis),\n },\n },\n { onSuccess: () => onOpenChange(false) }\n );\n } else {\n createHolding.mutate(\n {\n accountId: form.accountId,\n portfolioId,\n symbol: form.symbol.trim().toUpperCase(),\n name: form.name.trim() \|\| null,\n assetClass: form.assetClass,\n quantity: toNumber(form.quantity),\n lastPrice: toNumber(form.lastPrice),\n costBasis: toNumber(form.costBasis),\n },\n { onSuccess: () => onOpenChange(false) }\n );\n }\n };\n\n return (\n <Dialog open={open} onOpenChange={onOpenChange}>\n <DialogContent className=\"max-h-[90vh] overflow-y-auto sm:max-w-lg\">\n <DialogHeader>\n <DialogTitle>{editing ? 'Edit holding' : 'Add holding'}</DialogTitle>\n <DialogDescription>\n {editing\n ? 'Update the position details for this holding.'\n : 'Add a position to this portfolio from one of your accounts.'}\n </DialogDescription>\n </DialogHeader>\n\n <div className=\"space-y-4 py-2\">\n {!editing ? (\n <AccountPicker\n id=\"h-account\"\n value={form.accountId}\n onChange={(v) => setForm((f) => ({ ...f, accountId: v }))}\n placeholder=\"Select account\"\n />\n ) : null}\n\n <div className=\"grid grid-cols-2 gap-4\">\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"h-symbol\">Symbol</Label>\n <Input\n id=\"h-symbol\"\n value={form.symbol}\n onChange={(e) => setForm((f) => ({ ...f, symbol: e.target.value }))}\n placeholder=\"AAPL\"\n disabled={Boolean(editing)}\n aria-invalid={!symbolValid}\n />\n </div>\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"h-class\">Asset class</Label>\n <Select\n value={form.assetClass}\n onValueChange={(v) => setForm((f) => ({ ...f, assetClass: v as BraAssetClass }))}\n >\n <SelectTrigger id=\"h-class\">\n <SelectValue />\n </SelectTrigger>\n <SelectContent>\n {ASSET_CLASSES.map((c) => (\n <SelectItem key={c} value={c}>\n {prettyEnum(c)}\n </SelectItem>\n ))}\n </SelectContent>\n </Select>\n </div>\n </div>\n\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"h-name\">Name</Label>\n <Input\n id=\"h-name\"\n value={form.name}\n onChange={(e) => setForm((f) => ({ ...f, name: e.target.value }))}\n placeholder=\"Apple Inc.\"\n />\n </div>\n\n <div className=\"grid grid-cols-3 gap-4\">\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"h-qty\">Quantity</Label>\n <Input\n id=\"h-qty\"\n type=\"number\"\n step=\"any\"\n value={form.quantity}\n onChange={(e) => setForm((f) => ({ ...f, quantity: e.target.value }))}\n />\n </div>\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"h-price\">Last price</Label>\n <Input\n id=\"h-price\"\n type=\"number\"\n step=\"any\"\n value={form.lastPrice}\n onChange={(e) => setForm((f) => ({ ...f, lastPrice: e.target.value }))}\n />\n </div>\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"h-cost\">Cost basis</Label>\n <Input\n id=\"h-cost\"\n type=\"number\"\n step=\"any\"\n value={form.costBasis}\n onChange={(e) => setForm((f) => ({ ...f, costBasis: e.target.value }))}\n />\n </div>\n </div>\n </div>\n\n <DialogFooter>\n <Button variant=\"outline\" onClick={() => onOpenChange(false)} disabled={pending}>\n Cancel\n </Button>\n <Button onClick={handleSubmit} disabled={!canSubmit}>\n {pending ? 'Saving…' : editing ? 'Save changes' : 'Add holding'}\n </Button>\n </DialogFooter>\n </DialogContent>\n </Dialog>\n );\n}\n\n// ============================================================================\n// Portfolio detail sheet — holdings table + target vs actual allocation\n// ============================================================================\n\nfunction PortfolioDetailSheet({\n portfolioId,\n onOpenChange,\n}: {\n portfolioId: string \| null;\n onOpenChange: (open: boolean) => void;\n}) {\n const { data: portfolio, isLoading, isError, refetch } = usePortfolio(portfolioId ?? undefined);\n const deleteHolding = useDeleteHolding();\n\n const [holdingDialogOpen, setHoldingDialogOpen] = useState(false);\n const [editingHolding, setEditingHolding] = useState<BraHolding \| null>(null);\n const [holdingToDelete, setHoldingToDelete] = useState<BraHolding \| null>(null);\n\n const holdings = portfolio?.holdings ?? [];\n const currency = portfolio?.baseCurrency ?? 'USD';\n const totalMarketValue = holdings.reduce((s, h) => s + h.marketValue, 0);\n const totalCostBasis = holdings.reduce((s, h) => s + h.costBasis, 0);\n const totalGain = totalMarketValue - totalCostBasis;\n const gainPct = totalCostBasis > 0 ? (totalGain / totalCostBasis) 100 : 0;\n\n /** Live allocation by class in base-currency value — tone-keyed donut slices. /\n const actualDonut: DonutDatum[] = useMemo(() => {\n if (holdings.length === 0 \|\| totalMarketValue <= 0) return [];\n const byClass = new Map<string, number>();\n holdings.forEach((h) =>\n byClass.set(h.assetClass, (byClass.get(h.assetClass) ?? 0) + h.marketValue)\n );\n return Array.from(byClass.entries())\n .map(([cls, mv]) => ({ label: prettyEnum(cls), value: mv, tone: toneForClass(cls) }))\n .sort((a, b) => b.value - a.value);\n }, [holdings, totalMarketValue]);\n\n /* Actual allocation as percentages, keyed by pretty class label, for drift comparison. /\n const actualPctByLabel = useMemo(() => {\n const map = new Map<string, number>();\n if (totalMarketValue <= 0) return map;\n holdings.forEach((h) =>\n map.set(\n prettyEnum(h.assetClass),\n (map.get(prettyEnum(h.assetClass)) ?? 0) + (h.marketValue / totalMarketValue) 100\n )\n );\n return map;\n }, [holdings, totalMarketValue]);\n\n /** Target vs actual: each target row captioned with the live actual weight. /\n const targetVsActual: AllocationDatum[] = useMemo(() => {\n return parseTargetAllocation(portfolio?.targetAllocation).map((d) => {\n const actual = actualPctByLabel.get(d.label) ?? 0;\n return {\n label: d.label,\n value: d.value,\n tone: 'accent' as const,\n caption: `${formatPct(d.value, 0)} target · ${formatPct(actual, 0)} actual`,\n };\n });\n }, [portfolio?.targetAllocation, actualPctByLabel]);\n\n const openAddHolding = () => {\n setEditingHolding(null);\n setHoldingDialogOpen(true);\n };\n const openEditHolding = (h: BraHolding) => {\n setEditingHolding(h);\n setHoldingDialogOpen(true);\n };\n\n return (\n <Sheet open={portfolioId !== null} onOpenChange={onOpenChange}>\n <SheetContent className=\"flex w-full flex-col gap-0 overflow-y-auto p-0 sm:max-w-2xl\">\n {isLoading ? (\n <div className=\"p-6\">\n <LoadingState rows={5} />\n </div>\n ) : isError ? (\n <div className=\"p-6\">\n <ErrorState onRetry={() => refetch()} />\n </div>\n ) : !portfolio ? (\n <div className=\"p-6\">\n <EmptyState\n icon={<Briefcase className=\"size-6\" aria-hidden=\"true\" />}\n title=\"Portfolio not found\"\n description=\"This portfolio may have been archived or removed.\"\n />\n </div>\n ) : (\n <>\n <SheetHeader className=\"border-b border-border-subtle p-6\">\n <div className=\"flex items-center gap-2\">\n <SheetTitle className=\"text-xl\">{portfolio.name}</SheetTitle>\n <Badge variant={statusBadgeVariant(portfolio.status)}>\n {prettyEnum(portfolio.status)}\n </Badge>\n </div>\n <SheetDescription>\n {portfolio.description?.trim()\n ? portfolio.description\n : `${portfolio.baseCurrency} · Drift threshold ${formatPct(portfolio.driftThresholdPct)}`}\n </SheetDescription>\n </SheetHeader>\n\n <div className=\"space-y-6 p-6\">\n {/ Hero KPIs — market value carries an emerald glow + live gain delta /}\n <FadeIn className=\"grid grid-cols-2 gap-3 lg:grid-cols-4\">\n <StatTile\n label=\"Market value\"\n value={formatMoney(totalMarketValue, currency)}\n glow\n />\n <StatTile\n label=\"Unrealized gain\"\n value={formatMoney(totalGain, currency)}\n delta={totalCostBasis > 0 ? gainPct : undefined}\n deltaTone={totalGain > 0 ? 'positive' : totalGain < 0 ? 'negative' : 'neutral'}\n />\n <StatTile label=\"Holdings\" value={String(holdings.length)} />\n <StatTile\n label=\"Drift threshold\"\n value={formatPct(portfolio.driftThresholdPct)}\n />\n </FadeIn>\n\n {/ Target vs actual allocation — live donut + drift-aware target bars /}\n <FadeIn index={1}>\n <GlassCard glow className=\"space-y-5\">\n <div className=\"flex items-center justify-between gap-2\">\n <h3 className=\"text-sm font-semibold text-text-primary\">\n Target vs actual allocation\n </h3>\n <Badge variant=\"outline\">{currency}</Badge>\n </div>\n <div className=\"grid gap-6 md:grid-cols-2\">\n <div className=\"space-y-2\">\n <p className=\"text-xs font-medium uppercase tracking-wide text-text-secondary\">\n Actual — by market value\n </p>\n {actualDonut.length > 0 ? (\n <DonutChart\n data={actualDonut}\n centerValue={formatCompact(totalMarketValue, currency)}\n centerLabel=\"Market value\"\n valueFormatter={(v) => formatMoney(v, currency)}\n />\n ) : (\n <p className=\"py-8 text-center text-sm text-text-secondary\">\n Add holdings to see the live allocation.\n </p>\n )}\n </div>\n <div className=\"space-y-2\">\n <p className=\"text-xs font-medium uppercase tracking-wide text-text-secondary\">\n Target — vs live actual\n </p>\n {targetVsActual.length > 0 ? (\n <AllocationBars data={targetVsActual} />\n ) : (\n <p className=\"py-8 text-center text-sm text-text-secondary\">\n No target allocation set for this portfolio.\n </p>\n )}\n </div>\n </div>\n </GlassCard>\n </FadeIn>\n\n {/ Holdings table /}\n <Card>\n <CardHeader className=\"flex flex-row items-center justify-between\">\n <div>\n <CardTitle className=\"text-base\">Holdings</CardTitle>\n <CardDescription>Positions held in this portfolio</CardDescription>\n </div>\n <Button size=\"sm\" onClick={openAddHolding}>\n <Plus className=\"size-4\" aria-hidden=\"true\" />\n Add holding\n </Button>\n </CardHeader>\n <CardContent>\n {holdings.length === 0 ? (\n <EmptyState\n icon={<Briefcase className=\"size-6\" aria-hidden=\"true\" />}\n title=\"No holdings yet\"\n description=\"Add positions to start tracking this portfolio.\"\n action={\n <Button size=\"sm\" onClick={openAddHolding}>\n <Plus className=\"size-4\" aria-hidden=\"true\" />\n Add holding\n </Button>\n }\n />\n ) : (\n <div className=\"overflow-x-auto\">\n <Table>\n <TableHeader>\n <TableRow>\n <TableHead>Symbol</TableHead>\n <TableHead>Class</TableHead>\n <TableHead className=\"text-right\">Qty</TableHead>\n <TableHead className=\"text-right\">Price</TableHead>\n <TableHead className=\"text-right\">Market value</TableHead>\n <TableHead className=\"text-right\">Gain</TableHead>\n <TableHead className=\"w-10\" />\n </TableRow>\n </TableHeader>\n <TableBody>\n {holdings.map((h) => {\n const gain = h.marketValue - h.costBasis;\n const gainPctRow =\n h.costBasis > 0 ? (gain / h.costBasis) 100 : 0;\n return (\n <TableRow\n key={h.id}\n className=\"transition-colors motion-safe:hover:bg-bg-sunken/60\"\n >\n <TableCell>\n <div className=\"font-semibold text-text-primary\">{h.symbol}</div>\n {h.name ? (\n <div className=\"text-xs text-text-secondary\">{h.name}</div>\n ) : null}\n </TableCell>\n <TableCell>\n <Badge variant=\"outline\">{prettyEnum(h.assetClass)}</Badge>\n </TableCell>\n <TableCell className=\"text-right tabular-nums\">\n {h.quantity}\n </TableCell>\n <TableCell className=\"text-right tabular-nums\">\n {formatMoney(h.lastPrice, h.currency)}\n </TableCell>\n <TableCell className=\"text-right font-medium tabular-nums\">\n {formatMoney(h.marketValue, h.currency)}\n </TableCell>\n <TableCell className=\"text-right tabular-nums\">\n <GainValue value={gain} currency={h.currency} />\n {h.costBasis > 0 ? (\n <div className=\"text-xs text-text-secondary\">\n {gain > 0 ? 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[];\n\n return (\n <FadeIn index={index} as=\"div\" className=\"h-full\">\n <Card className=\"flex h-full flex-col transition-shadow motion-safe:hover:shadow-[var(--shadow-pop-hover,var(--shadow-elevation-2))]\">\n <CardHeader className=\"pb-3\">\n <div className=\"flex items-start justify-between gap-2\">\n <div className=\"flex min-w-0 items-center gap-2\">\n <span className=\"flex size-8 shrink-0 items-center justify-center rounded-lg bg-[var(--color-action-primary-bg)]/12 text-[var(--color-action-primary-text)]\">\n <Briefcase className=\"size-4\" aria-hidden=\"true\" />\n </span>\n <CardTitle className=\"truncate text-base\">{p.name}</CardTitle>\n <Badge variant={statusBadgeVariant(p.status)}>{prettyEnum(p.status)}</Badge>\n </div>\n <DropdownMenu>\n <DropdownMenuTrigger asChild>\n <Button\n variant=\"ghost\"\n size=\"icon\"\n className=\"size-9 shrink-0\"\n aria-label={`Actions for ${p.name}`}\n >\n <MoreHorizontal className=\"size-4\" aria-hidden=\"true\" />\n </Button>\n </DropdownMenuTrigger>\n <DropdownMenuContent align=\"end\">\n <DropdownMenuLabel>{p.name}</DropdownMenuLabel>\n <DropdownMenuSeparator />\n <DropdownMenuItem className=\"gap-2\" onClick={onEdit}>\n <Pencil className=\"size-4\" aria-hidden=\"true\" />\n Edit\n </DropdownMenuItem>\n <DropdownMenuItem\n className=\"gap-2 text-status-error-text focus:text-status-error-text\"\n disabled={p.status === 'ARCHIVED'}\n onClick={onArchive}\n >\n <Trash2 className=\"size-4\" aria-hidden=\"true\" />\n Archive\n </DropdownMenuItem>\n </DropdownMenuContent>\n </DropdownMenu>\n </div>\n {p.description?.trim() ? 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1	+ {"version":3,"file":"PortfoliosPage.js","names":[],"sources":["../../../src/brainyrich/pages/PortfoliosPage.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 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 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 Briefcase,\n MoreHorizontal,\n Pencil,\n Plus,\n Trash2,\n} from 'lucide-react';\n\nimport {\n useArchivePortfolio,\n useCreateHolding,\n useCreatePortfolio,\n useDeleteHolding,\n useHouseholds,\n useModelPortfolios,\n usePagedPortfolios,\n usePortfolio,\n useUpdateHolding,\n useUpdatePortfolio,\n} from '../hooks/useBrainyRichApi';\nimport {\n AccountPicker,\n ConfirmDialog,\n DonutChart,\n FadeIn,\n GlassCard,\n LoadMore,\n StatTile,\n type DonutDatum,\n type VizTone,\n} from '../components';\nimport { CommentThread } from '../components/reuse/CommentThread';\nimport { TagField } from '../components/reuse/TagField';\nimport type { BraAssetClass, BraHolding, BraPortfolio, BraPortfolioStatus } from '../types/bra';\nimport {\n AllocationBars,\n EmptyState,\n ErrorState,\n LoadingState,\n SectionShell,\n formatCompact,\n formatMoney,\n formatPct,\n statusBadgeVariant,\n type AllocationDatum,\n} from './_shared';\n\nconst ASSET_CLASSES: BraAssetClass[] = [\n 'EQUITY',\n 'FIXED_INCOME',\n 'CASH',\n 'REAL_ESTATE',\n 'COMMODITY',\n 'CRYPTO',\n 'ALTERNATIVE',\n];\n\nconst PORTFOLIO_STATUSES: BraPortfolioStatus[] = ['DRAFT', 'ACTIVE', 'ARCHIVED'];\n\nconst NONE = '__none__';\n\nconst prettyEnum = (value: string): string =>\n value\n .toLowerCase()\n .split('_')\n .map((w) => w.charAt(0).toUpperCase() + w.slice(1))\n .join(' ');\n\nconst toNumber = (value: string): number \| undefined => {\n if (value.trim() === '') return undefined;\n const n = Number(value);\n return Number.isFinite(n) ? n : undefined;\n};\n\n/** Stable, semantic tone per asset class so donut/legend colours read consistently. /\nconst ASSET_TONE: Record<string, VizTone> = {\n EQUITY: 'brand',\n FIXED_INCOME: 'blue',\n CASH: 'teal',\n REAL_ESTATE: 'purple',\n COMMODITY: 'warning',\n CRYPTO: 'indigo',\n ALTERNATIVE: 'info',\n};\n\nconst toneForClass = (raw: string): VizTone => ASSET_TONE[raw.toUpperCase()] ?? 'neutral';\n\n/* Read a `targetAllocation` JSON blob as an assetClass → percentage map. /\nfunction parseTargetAllocation(raw: unknown): AllocationDatum[] {\n if (!raw \|\| typeof raw !== 'object') return [];\n return Object.entries(raw as Record<string, unknown>)\n .map(([label, value]) => ({ label, value: Number(value) }))\n .filter((d) => Number.isFinite(d.value))\n .map((d) => ({ label: prettyEnum(d.label), value: d.value, tone: 'accent' as const }));\n}\n\n/* Read a `targetAllocation` JSON blob as tone-keyed donut slices (percent values). /\nfunction targetAllocationDonut(raw: unknown): DonutDatum[] {\n if (!raw \|\| typeof raw !== 'object') return [];\n return Object.entries(raw as Record<string, unknown>)\n .map(([key, value]) => ({ key, value: Number(value) }))\n .filter((d) => Number.isFinite(d.value) && d.value > 0)\n .sort((a, b) => b.value - a.value)\n .map((d) => ({ label: prettyEnum(d.key), value: d.value, tone: toneForClass(d.key) }));\n}\n\n// ============================================================================\n// Gain cell — signed money with icon + semantic color (color never sole signal)\n// ============================================================================\n\nfunction GainValue({ value, currency }: { value: number; currency: string }) {\n const positive = value > 0;\n const negative = value < 0;\n const tone = positive\n ? 'text-status-success-text'\n : negative\n ? 'text-status-error-text'\n : 'text-text-secondary';\n const Icon = positive ? ArrowUpRight : negative ? ArrowDownRight : null;\n return (\n <span className={`inline-flex items-center justify-end gap-1 font-medium ${tone}`}>\n {Icon ? <Icon className=\"size-3.5\" aria-hidden=\"true\" /> : null}\n {positive ? '+' : ''}\n {formatMoney(value, currency)}\n </span>\n );\n}\n\n// ============================================================================\n// Portfolio create / edit dialog\n// ============================================================================\n\ninterface PortfolioFormState {\n name: string;\n baseCurrency: string;\n description: string;\n driftThresholdPct: string;\n status: BraPortfolioStatus;\n modelPortfolioId: string;\n householdId: string;\n}\n\nfunction emptyForm(): PortfolioFormState {\n return {\n name: '',\n baseCurrency: 'USD',\n description: '',\n driftThresholdPct: '5',\n status: 'DRAFT',\n modelPortfolioId: NONE,\n householdId: NONE,\n };\n}\n\nfunction PortfolioFormDialog({\n open,\n onOpenChange,\n editing,\n}: {\n open: boolean;\n onOpenChange: (open: boolean) => void;\n editing: BraPortfolio \| null;\n}) {\n const { data: models } = useModelPortfolios();\n const { data: households } = useHouseholds();\n const createPortfolio = useCreatePortfolio();\n const updatePortfolio = useUpdatePortfolio();\n\n const [form, setForm] = useState<PortfolioFormState>(emptyForm);\n // Re-seed the form whenever the dialog target changes.\n const [seededFor, setSeededFor] = useState<string \| null>(null);\n const targetKey = editing?.id ?? 'new';\n if (open && seededFor !== targetKey) {\n setSeededFor(targetKey);\n setForm(\n editing\n ? {\n name: editing.name,\n baseCurrency: editing.baseCurrency,\n description: editing.description ?? '',\n driftThresholdPct: String(editing.driftThresholdPct),\n status: editing.status,\n modelPortfolioId: editing.modelPortfolioId ?? NONE,\n householdId: editing.householdId ?? NONE,\n }\n : emptyForm()\n );\n }\n if (!open && seededFor !== null) {\n setSeededFor(null);\n }\n\n const pending = createPortfolio.isPending \|\| updatePortfolio.isPending;\n const nameValid = form.name.trim().length > 0;\n\n const handleSubmit = () => {\n if (!nameValid) return;\n const drift = toNumber(form.driftThresholdPct);\n const modelPortfolioId = form.modelPortfolioId === NONE ? null : form.modelPortfolioId;\n const householdId = form.householdId === NONE ? null : form.householdId;\n\n if (editing) {\n updatePortfolio.mutate(\n {\n id: editing.id,\n input: {\n name: form.name.trim(),\n baseCurrency: form.baseCurrency.trim() \|\| 'USD',\n description: form.description.trim() \|\| null,\n driftThresholdPct: drift,\n status: form.status,\n modelPortfolioId,\n },\n },\n { onSuccess: () => onOpenChange(false) }\n );\n } else {\n createPortfolio.mutate(\n {\n name: form.name.trim(),\n baseCurrency: form.baseCurrency.trim() \|\| 'USD',\n description: form.description.trim() \|\| null,\n driftThresholdPct: drift,\n modelPortfolioId,\n householdId,\n },\n { onSuccess: () => onOpenChange(false) }\n );\n }\n };\n\n return (\n <Dialog open={open} onOpenChange={onOpenChange}>\n <DialogContent className=\"max-h-[90vh] overflow-y-auto sm:max-w-lg\">\n <DialogHeader>\n <DialogTitle>{editing ? 'Edit portfolio' : 'New portfolio'}</DialogTitle>\n <DialogDescription>\n {editing\n ? 'Update this portfolio’s strategy settings.'\n : 'Create an investment portfolio to organize and rebalance holdings.'}\n </DialogDescription>\n </DialogHeader>\n\n <div className=\"space-y-4 py-2\">\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"pf-name\">Name</Label>\n <Input\n id=\"pf-name\"\n value={form.name}\n onChange={(e) => setForm((f) => ({ ...f, name: e.target.value }))}\n placeholder=\"Growth Portfolio\"\n aria-invalid={!nameValid}\n />\n </div>\n\n <div className=\"grid grid-cols-2 gap-4\">\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"pf-currency\">Base currency</Label>\n <Input\n id=\"pf-currency\"\n value={form.baseCurrency}\n onChange={(e) =>\n setForm((f) => ({ ...f, baseCurrency: e.target.value.toUpperCase() }))\n }\n placeholder=\"USD\"\n maxLength={3}\n />\n </div>\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"pf-drift\">Drift threshold %</Label>\n <Input\n id=\"pf-drift\"\n type=\"number\"\n min={0}\n step=\"0.5\"\n value={form.driftThresholdPct}\n onChange={(e) => setForm((f) => ({ ...f, driftThresholdPct: e.target.value }))}\n />\n </div>\n </div>\n\n {editing ? (\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"pf-status\">Status</Label>\n <Select\n value={form.status}\n onValueChange={(v) => setForm((f) => ({ ...f, status: v as BraPortfolioStatus }))}\n >\n <SelectTrigger id=\"pf-status\">\n <SelectValue />\n </SelectTrigger>\n <SelectContent>\n {PORTFOLIO_STATUSES.map((s) => (\n <SelectItem key={s} value={s}>\n {prettyEnum(s)}\n </SelectItem>\n ))}\n </SelectContent>\n </Select>\n </div>\n ) : null}\n\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"pf-model\">Model portfolio</Label>\n <Select\n value={form.modelPortfolioId}\n onValueChange={(v) => setForm((f) => ({ ...f, modelPortfolioId: v }))}\n >\n <SelectTrigger id=\"pf-model\">\n <SelectValue placeholder=\"None\" />\n </SelectTrigger>\n <SelectContent>\n <SelectItem value={NONE}>None</SelectItem>\n {models.map((m) => (\n <SelectItem key={m.id} value={m.id}>\n {m.name}\n </SelectItem>\n ))}\n </SelectContent>\n </Select>\n </div>\n\n {!editing ? (\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"pf-household\">Household</Label>\n <Select\n value={form.householdId}\n onValueChange={(v) => setForm((f) => ({ ...f, householdId: v }))}\n >\n <SelectTrigger id=\"pf-household\">\n <SelectValue placeholder=\"None\" />\n </SelectTrigger>\n <SelectContent>\n <SelectItem value={NONE}>None</SelectItem>\n {households.map((h) => (\n <SelectItem key={h.id} value={h.id}>\n {h.name}\n </SelectItem>\n ))}\n </SelectContent>\n </Select>\n </div>\n ) : null}\n\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"pf-desc\">Description</Label>\n <Textarea\n id=\"pf-desc\"\n value={form.description}\n onChange={(e) => setForm((f) => ({ ...f, description: e.target.value }))}\n placeholder=\"Optional notes about this strategy\"\n rows={3}\n />\n </div>\n </div>\n\n <DialogFooter>\n <Button variant=\"outline\" onClick={() => onOpenChange(false)} disabled={pending}>\n Cancel\n </Button>\n <Button onClick={handleSubmit} disabled={!nameValid \|\| pending}>\n {pending ? 'Saving…' : editing ? 'Save changes' : 'Create portfolio'}\n </Button>\n </DialogFooter>\n </DialogContent>\n </Dialog>\n );\n}\n\n// ============================================================================\n// Holding create / edit dialog (scoped to a portfolio)\n// ============================================================================\n\ninterface HoldingFormState {\n accountId: string;\n symbol: string;\n name: string;\n assetClass: BraAssetClass;\n quantity: string;\n lastPrice: string;\n costBasis: string;\n}\n\nfunction emptyHoldingForm(): HoldingFormState {\n return {\n accountId: '',\n symbol: '',\n name: '',\n assetClass: 'EQUITY',\n quantity: '0',\n lastPrice: '0',\n costBasis: '0',\n };\n}\n\nfunction HoldingFormDialog({\n open,\n onOpenChange,\n portfolioId,\n editing,\n}: {\n open: boolean;\n onOpenChange: (open: boolean) => void;\n portfolioId: string;\n editing: BraHolding \| null;\n}) {\n const createHolding = useCreateHolding();\n const updateHolding = useUpdateHolding();\n\n const [form, setForm] = useState<HoldingFormState>(emptyHoldingForm);\n const [seededFor, setSeededFor] = useState<string \| null>(null);\n const targetKey = editing?.id ?? 'new';\n if (open && seededFor !== targetKey) {\n setSeededFor(targetKey);\n setForm(\n editing\n ? {\n accountId: editing.accountId,\n symbol: editing.symbol,\n name: editing.name ?? '',\n assetClass: editing.assetClass,\n quantity: String(editing.quantity),\n lastPrice: String(editing.lastPrice),\n costBasis: String(editing.costBasis),\n }\n : emptyHoldingForm()\n );\n }\n if (!open && seededFor !== null) {\n setSeededFor(null);\n }\n\n const pending = createHolding.isPending \|\| updateHolding.isPending;\n const symbolValid = form.symbol.trim().length > 0;\n const accountValid = editing ? true : form.accountId.trim().length > 0;\n const canSubmit = symbolValid && accountValid && !pending;\n\n const handleSubmit = () => {\n if (!symbolValid \|\| !accountValid) return;\n if (editing) {\n updateHolding.mutate(\n {\n id: editing.id,\n input: {\n name: form.name.trim() \|\| null,\n assetClass: form.assetClass,\n quantity: toNumber(form.quantity),\n lastPrice: toNumber(form.lastPrice),\n costBasis: toNumber(form.costBasis),\n },\n },\n { onSuccess: () => onOpenChange(false) }\n );\n } else {\n createHolding.mutate(\n {\n accountId: form.accountId,\n portfolioId,\n symbol: form.symbol.trim().toUpperCase(),\n name: form.name.trim() \|\| null,\n assetClass: form.assetClass,\n quantity: toNumber(form.quantity),\n lastPrice: toNumber(form.lastPrice),\n costBasis: toNumber(form.costBasis),\n },\n { onSuccess: () => onOpenChange(false) }\n );\n }\n };\n\n return (\n <Dialog open={open} onOpenChange={onOpenChange}>\n <DialogContent className=\"max-h-[90vh] overflow-y-auto sm:max-w-lg\">\n <DialogHeader>\n <DialogTitle>{editing ? 'Edit holding' : 'Add holding'}</DialogTitle>\n <DialogDescription>\n {editing\n ? 'Update the position details for this holding.'\n : 'Add a position to this portfolio from one of your accounts.'}\n </DialogDescription>\n </DialogHeader>\n\n <div className=\"space-y-4 py-2\">\n {!editing ? (\n <AccountPicker\n id=\"h-account\"\n value={form.accountId}\n onChange={(v) => setForm((f) => ({ ...f, accountId: v }))}\n placeholder=\"Select account\"\n />\n ) : null}\n\n <div className=\"grid grid-cols-2 gap-4\">\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"h-symbol\">Symbol</Label>\n <Input\n id=\"h-symbol\"\n value={form.symbol}\n onChange={(e) => setForm((f) => ({ ...f, symbol: e.target.value }))}\n placeholder=\"AAPL\"\n disabled={Boolean(editing)}\n aria-invalid={!symbolValid}\n />\n </div>\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"h-class\">Asset class</Label>\n <Select\n value={form.assetClass}\n onValueChange={(v) => setForm((f) => ({ ...f, assetClass: v as BraAssetClass }))}\n >\n <SelectTrigger id=\"h-class\">\n <SelectValue />\n </SelectTrigger>\n <SelectContent>\n {ASSET_CLASSES.map((c) => (\n <SelectItem key={c} value={c}>\n {prettyEnum(c)}\n </SelectItem>\n ))}\n </SelectContent>\n </Select>\n </div>\n </div>\n\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"h-name\">Name</Label>\n <Input\n id=\"h-name\"\n value={form.name}\n onChange={(e) => setForm((f) => ({ ...f, name: e.target.value }))}\n placeholder=\"Apple Inc.\"\n />\n </div>\n\n <div className=\"grid grid-cols-3 gap-4\">\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"h-qty\">Quantity</Label>\n <Input\n id=\"h-qty\"\n type=\"number\"\n step=\"any\"\n value={form.quantity}\n onChange={(e) => setForm((f) => ({ ...f, quantity: e.target.value }))}\n />\n </div>\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"h-price\">Last price</Label>\n <Input\n id=\"h-price\"\n type=\"number\"\n step=\"any\"\n value={form.lastPrice}\n onChange={(e) => setForm((f) => ({ ...f, lastPrice: e.target.value }))}\n />\n </div>\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"h-cost\">Cost basis</Label>\n <Input\n id=\"h-cost\"\n type=\"number\"\n step=\"any\"\n value={form.costBasis}\n onChange={(e) => setForm((f) => ({ ...f, costBasis: e.target.value }))}\n />\n </div>\n </div>\n </div>\n\n <DialogFooter>\n <Button variant=\"outline\" onClick={() => onOpenChange(false)} disabled={pending}>\n Cancel\n </Button>\n <Button onClick={handleSubmit} disabled={!canSubmit}>\n {pending ? 'Saving…' : editing ? 'Save changes' : 'Add holding'}\n </Button>\n </DialogFooter>\n </DialogContent>\n </Dialog>\n );\n}\n\n// ============================================================================\n// Portfolio detail sheet — holdings table + target vs actual allocation\n// ============================================================================\n\nfunction PortfolioDetailSheet({\n portfolioId,\n onOpenChange,\n}: {\n portfolioId: string \| null;\n onOpenChange: (open: boolean) => void;\n}) {\n const { data: portfolio, isLoading, isError, refetch } = usePortfolio(portfolioId ?? undefined);\n const deleteHolding = useDeleteHolding();\n\n const [holdingDialogOpen, setHoldingDialogOpen] = useState(false);\n const [editingHolding, setEditingHolding] = useState<BraHolding \| null>(null);\n const [holdingToDelete, setHoldingToDelete] = useState<BraHolding \| null>(null);\n\n const holdings = portfolio?.holdings ?? [];\n const currency = portfolio?.baseCurrency ?? 'USD';\n const totalMarketValue = holdings.reduce((s, h) => s + h.marketValue, 0);\n const totalCostBasis = holdings.reduce((s, h) => s + h.costBasis, 0);\n const totalGain = totalMarketValue - totalCostBasis;\n const gainPct = totalCostBasis > 0 ? (totalGain / totalCostBasis) 100 : 0;\n\n /** Live allocation by class in base-currency value — tone-keyed donut slices. /\n const actualDonut: DonutDatum[] = useMemo(() => {\n if (holdings.length === 0 \|\| totalMarketValue <= 0) return [];\n const byClass = new Map<string, number>();\n holdings.forEach((h) =>\n byClass.set(h.assetClass, (byClass.get(h.assetClass) ?? 0) + h.marketValue)\n );\n return Array.from(byClass.entries())\n .map(([cls, mv]) => ({ label: prettyEnum(cls), value: mv, tone: toneForClass(cls) }))\n .sort((a, b) => b.value - a.value);\n }, [holdings, totalMarketValue]);\n\n /* Actual allocation as percentages, keyed by pretty class label, for drift comparison. /\n const actualPctByLabel = useMemo(() => {\n const map = new Map<string, number>();\n if (totalMarketValue <= 0) return map;\n holdings.forEach((h) =>\n map.set(\n prettyEnum(h.assetClass),\n (map.get(prettyEnum(h.assetClass)) ?? 0) + (h.marketValue / totalMarketValue) 100\n )\n );\n return map;\n }, [holdings, totalMarketValue]);\n\n /** Target vs actual: each target row captioned with the live actual weight. /\n const targetVsActual: AllocationDatum[] = useMemo(() => {\n return parseTargetAllocation(portfolio?.targetAllocation).map((d) => {\n const actual = actualPctByLabel.get(d.label) ?? 0;\n return {\n label: d.label,\n value: d.value,\n tone: 'accent' as const,\n caption: `${formatPct(d.value, 0)} target · ${formatPct(actual, 0)} actual`,\n };\n });\n }, [portfolio?.targetAllocation, actualPctByLabel]);\n\n const openAddHolding = () => {\n setEditingHolding(null);\n setHoldingDialogOpen(true);\n };\n const openEditHolding = (h: BraHolding) => {\n setEditingHolding(h);\n setHoldingDialogOpen(true);\n };\n\n return (\n <Sheet open={portfolioId !== null} onOpenChange={onOpenChange}>\n <SheetContent className=\"flex w-full flex-col gap-0 overflow-y-auto p-0 sm:max-w-2xl\">\n {isLoading ? (\n <div className=\"p-6\">\n <LoadingState rows={5} />\n </div>\n ) : isError ? (\n <div className=\"p-6\">\n <ErrorState onRetry={() => refetch()} />\n </div>\n ) : !portfolio ? (\n <div className=\"p-6\">\n <EmptyState\n icon={<Briefcase className=\"size-6\" aria-hidden=\"true\" />}\n title=\"Portfolio not found\"\n description=\"This portfolio may have been archived or removed.\"\n />\n </div>\n ) : (\n <>\n <SheetHeader className=\"border-b border-border-subtle p-6\">\n <div className=\"flex items-center gap-2\">\n <SheetTitle className=\"text-xl\">{portfolio.name}</SheetTitle>\n <Badge variant={statusBadgeVariant(portfolio.status)}>\n {prettyEnum(portfolio.status)}\n </Badge>\n </div>\n <SheetDescription>\n {portfolio.description?.trim()\n ? portfolio.description\n : `${portfolio.baseCurrency} · Drift threshold ${formatPct(portfolio.driftThresholdPct)}`}\n </SheetDescription>\n </SheetHeader>\n\n <div className=\"space-y-6 p-6\">\n {/ Hero KPIs — market value carries an emerald glow + live gain delta /}\n <FadeIn className=\"grid grid-cols-2 gap-3 lg:grid-cols-4\">\n <StatTile\n label=\"Market value\"\n value={formatMoney(totalMarketValue, currency)}\n glow\n />\n <StatTile\n label=\"Unrealized gain\"\n value={formatMoney(totalGain, currency)}\n delta={totalCostBasis > 0 ? gainPct : undefined}\n deltaTone={totalGain > 0 ? 'positive' : totalGain < 0 ? 'negative' : 'neutral'}\n />\n <StatTile label=\"Holdings\" value={String(holdings.length)} />\n <StatTile label=\"Drift threshold\" value={formatPct(portfolio.driftThresholdPct)} />\n </FadeIn>\n\n {/ Target vs actual allocation — live donut + drift-aware target bars /}\n <FadeIn index={1}>\n <GlassCard glow className=\"space-y-5\">\n <div className=\"flex items-center justify-between gap-2\">\n <h3 className=\"text-sm font-semibold text-text-primary\">\n Target vs actual allocation\n </h3>\n <Badge variant=\"outline\">{currency}</Badge>\n </div>\n <div className=\"grid gap-6 md:grid-cols-2\">\n <div className=\"space-y-2\">\n <p className=\"text-xs font-medium uppercase tracking-wide text-text-secondary\">\n Actual — by market value\n </p>\n {actualDonut.length > 0 ? (\n <DonutChart\n data={actualDonut}\n centerValue={formatCompact(totalMarketValue, currency)}\n centerLabel=\"Market value\"\n valueFormatter={(v) => formatMoney(v, currency)}\n />\n ) : (\n <p className=\"py-8 text-center text-sm text-text-secondary\">\n Add holdings to see the live allocation.\n </p>\n )}\n </div>\n <div className=\"space-y-2\">\n <p className=\"text-xs font-medium uppercase tracking-wide text-text-secondary\">\n Target — vs live actual\n </p>\n {targetVsActual.length > 0 ? (\n <AllocationBars data={targetVsActual} />\n ) : (\n <p className=\"py-8 text-center text-sm text-text-secondary\">\n No target allocation set for this portfolio.\n </p>\n )}\n </div>\n </div>\n </GlassCard>\n </FadeIn>\n\n {/ Holdings table /}\n <Card>\n <CardHeader className=\"flex flex-row items-center justify-between\">\n <div>\n <CardTitle className=\"text-base\">Holdings</CardTitle>\n <CardDescription>Positions held in this portfolio</CardDescription>\n </div>\n <Button size=\"sm\" onClick={openAddHolding}>\n <Plus className=\"size-4\" aria-hidden=\"true\" />\n Add holding\n </Button>\n </CardHeader>\n <CardContent>\n {holdings.length === 0 ? (\n <EmptyState\n icon={<Briefcase className=\"size-6\" aria-hidden=\"true\" />}\n title=\"No holdings yet\"\n description=\"Add positions to start tracking this portfolio.\"\n action={\n <Button size=\"sm\" onClick={openAddHolding}>\n <Plus className=\"size-4\" aria-hidden=\"true\" />\n Add holding\n </Button>\n }\n />\n ) : (\n <div className=\"overflow-x-auto\">\n <Table>\n <TableHeader>\n <TableRow>\n <TableHead>Symbol</TableHead>\n <TableHead>Class</TableHead>\n <TableHead className=\"text-right\">Qty</TableHead>\n <TableHead className=\"text-right\">Price</TableHead>\n <TableHead className=\"text-right\">Market value</TableHead>\n <TableHead className=\"text-right\">Gain</TableHead>\n <TableHead className=\"w-10\" />\n </TableRow>\n </TableHeader>\n <TableBody>\n {holdings.map((h) => {\n const gain = h.marketValue - h.costBasis;\n const gainPctRow = h.costBasis > 0 ? (gain / h.costBasis) 100 : 0;\n return (\n <TableRow\n key={h.id}\n className=\"transition-colors motion-safe:hover:bg-bg-sunken/60\"\n >\n <TableCell>\n <div className=\"font-semibold text-text-primary\">{h.symbol}</div>\n {h.name ? (\n <div className=\"text-xs text-text-secondary\">{h.name}</div>\n ) : null}\n </TableCell>\n <TableCell>\n <Badge variant=\"outline\">{prettyEnum(h.assetClass)}</Badge>\n </TableCell>\n <TableCell className=\"text-right tabular-nums\">\n {h.quantity}\n </TableCell>\n <TableCell className=\"text-right tabular-nums\">\n {formatMoney(h.lastPrice, h.currency)}\n </TableCell>\n <TableCell className=\"text-right font-medium tabular-nums\">\n {formatMoney(h.marketValue, h.currency)}\n </TableCell>\n <TableCell className=\"text-right tabular-nums\">\n <GainValue value={gain} currency={h.currency} />\n {h.costBasis > 0 ? (\n <div className=\"text-xs text-text-secondary\">\n {gain > 0 ? '+' : ''}\n {formatPct(gainPctRow)}\n </div>\n ) : null}\n </TableCell>\n <TableCell className=\"text-right\">\n <DropdownMenu>\n <DropdownMenuTrigger asChild>\n <Button\n variant=\"ghost\"\n size=\"icon\"\n className=\"size-10\"\n aria-label={`Actions for ${h.symbol}`}\n >\n <MoreHorizontal className=\"size-4\" aria-hidden=\"true\" />\n </Button>\n </DropdownMenuTrigger>\n <DropdownMenuContent align=\"end\">\n <DropdownMenuLabel>{h.symbol}</DropdownMenuLabel>\n <DropdownMenuSeparator />\n <DropdownMenuItem\n className=\"gap-2\"\n onClick={() => openEditHolding(h)}\n >\n <Pencil className=\"size-4\" aria-hidden=\"true\" />\n Edit\n </DropdownMenuItem>\n <DropdownMenuItem\n className=\"gap-2 text-status-error-text focus:text-status-error-text\"\n onClick={() => setHoldingToDelete(h)}\n >\n <Trash2 className=\"size-4\" aria-hidden=\"true\" />\n Delete\n </DropdownMenuItem>\n </DropdownMenuContent>\n </DropdownMenu>\n </TableCell>\n </TableRow>\n );\n })}\n </TableBody>\n </Table>\n </div>\n )}\n </CardContent>\n </Card>\n\n {/* Tags — real UniversalTag assignments keyed by entity /}\n <Card>\n <CardHeader className=\"pb-3\">\n <CardTitle className=\"text-sm\">Tags</CardTitle>\n <CardDescription>Organize and filter this portfolio.</CardDescription>\n </CardHeader>\n <CardContent>\n <TagField entityType=\"brainyrich-portfolio\" entityId={portfolio.id} hideLabel />\n </CardContent>\n </Card>\n\n {/ Discussion — threaded comments keyed by entity */}\n <Card>\n <CardContent className=\"pt-6\">\n <CommentThread entityType=\"brainyrich-portfolio\" entityId={portfolio.id} />\n </CardContent>\n </Card>\n </div>\n\n <HoldingFormDialog\n open={holdingDialogOpen}\n onOpenChange={setHoldingDialogOpen}\n portfolioId={portfolio.id}\n editing={editingHolding}\n />\n\n <ConfirmDialog\n open={holdingToDelete !== null}\n onOpenChange={(open) => {\n if (!open) setHoldingToDelete(null);\n }}\n title=\"Delete holding?\"\n description={\n holdingToDelete\n ? `Remove ${holdingToDelete.symbol} from this portfolio. This cannot be undone.`\n : undefined\n }\n confirmLabel=\"Delete\"\n pendingLabel=\"Deleting…\"\n destructive\n pending={deleteHolding.isPending}\n onConfirm={() => {\n if (!holdingToDelete) return;\n deleteHolding.mutate(holdingToDelete.id, {\n onSuccess: () => setHoldingToDelete(null),\n });\n }}\n />\n </>\n )}\n </SheetContent>\n </Sheet>\n );\n}\n\n// ============================================================================\n// Portfolio card — allocation donut + drift gauge (list grid)\n// ============================================================================\n\nfunction PortfolioCard({\n portfolio: p,\n index,\n onView,\n onEdit,\n onArchive,\n}: {\n portfolio: BraPortfolio;\n index: number;\n onView: () => void;\n onEdit: () => void;\n onArchive: () => void;\n}) {\n const donut = useMemo(() => targetAllocationDonut(p.targetAllocation), [p.targetAllocation]);\n const top = donut[0];\n const tags = p.tags ?? [];\n\n return (\n <FadeIn index={index} as=\"div\" className=\"h-full\">\n <Card className=\"flex h-full flex-col transition-shadow motion-safe:hover:shadow-[var(--shadow-pop-hover,var(--shadow-elevation-2))]\">\n <CardHeader className=\"pb-3\">\n <div className=\"flex items-start justify-between gap-2\">\n <div className=\"flex min-w-0 items-center gap-2\">\n <span className=\"flex size-8 shrink-0 items-center justify-center rounded-lg bg-[var(--color-action-primary-bg)]/12 text-[var(--color-action-primary-text)]\">\n <Briefcase className=\"size-4\" aria-hidden=\"true\" />\n </span>\n <CardTitle className=\"truncate text-base\">{p.name}</CardTitle>\n <Badge variant={statusBadgeVariant(p.status)}>{prettyEnum(p.status)}</Badge>\n </div>\n <DropdownMenu>\n <DropdownMenuTrigger asChild>\n <Button\n variant=\"ghost\"\n size=\"icon\"\n className=\"size-9 shrink-0\"\n aria-label={`Actions for ${p.name}`}\n >\n <MoreHorizontal className=\"size-4\" aria-hidden=\"true\" />\n </Button>\n </DropdownMenuTrigger>\n <DropdownMenuContent align=\"end\">\n <DropdownMenuLabel>{p.name}</DropdownMenuLabel>\n <DropdownMenuSeparator />\n <DropdownMenuItem className=\"gap-2\" onClick={onEdit}>\n <Pencil className=\"size-4\" aria-hidden=\"true\" />\n Edit\n </DropdownMenuItem>\n <DropdownMenuItem\n className=\"gap-2 text-status-error-text focus:text-status-error-text\"\n disabled={p.status === 'ARCHIVED'}\n onClick={onArchive}\n >\n <Trash2 className=\"size-4\" aria-hidden=\"true\" />\n Archive\n </DropdownMenuItem>\n </DropdownMenuContent>\n </DropdownMenu>\n </div>\n {p.description?.trim() ? (\n <CardDescription className=\"line-clamp-2\">{p.description}</CardDescription>\n ) : null}\n </CardHeader>\n\n <CardContent className=\"flex flex-1 flex-col justify-between gap-4\">\n <div className=\"grid grid-cols-[auto_1fr] items-center gap-4\">\n {donut.length > 0 ? 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(\n <div className=\"flex flex-wrap gap-1\">\n {tags.slice(0, 3).map((t) => (\n <Badge key={t} variant=\"outline\" className=\"text-[10px]\">\n {t}\n </Badge>\n ))}\n </div>\n ) : null}\n </div>\n </div>\n <Button variant=\"outline\" size=\"sm\" className=\"w-full\" onClick={onView}>\n View holdings\n </Button>\n </CardContent>\n </Card>\n </FadeIn>\n );\n}\n\n// ============================================================================\n// Page\n// ============================================================================\n\nexport function PortfoliosPage() {\n const {\n items: portfolios,\n hasMore,\n loadMore,\n isLoading,\n isFetchingNextPage,\n isError,\n refetch,\n } = usePagedPortfolios();\n const archivePortfolio = useArchivePortfolio();\n\n const [formOpen, setFormOpen] = useState(false);\n const [editingPortfolio, setEditingPortfolio] = useState<BraPortfolio \| null>(null);\n const [detailId, setDetailId] = useState<string \| null>(null);\n const [portfolioToArchive, setPortfolioToArchive] = useState<BraPortfolio \| null>(null);\n\n const activeCount = portfolios.filter((p) => p.status === 'ACTIVE').length;\n const draftCount = portfolios.filter((p) => p.status === 'DRAFT').length;\n const avgDrift =\n portfolios.length > 0\n ? portfolios.reduce((s, p) => s + p.driftThresholdPct, 0) / portfolios.length\n : 0;\n\n const openCreate = () => {\n setEditingPortfolio(null);\n setFormOpen(true);\n };\n const openEdit = (p: BraPortfolio) => {\n setEditingPortfolio(p);\n setFormOpen(true);\n };\n\n return (\n <SectionShell\n title=\"Portfolios\"\n description=\"Organize holdings into strategies and keep allocations on target.\"\n badges={portfolios.length > 0 ? [`${portfolios.length} total`] : []}\n actions={\n <Button size=\"sm\" onClick={openCreate}>\n <Plus className=\"size-4\" aria-hidden=\"true\" />\n New portfolio\n </Button>\n }\n >\n {isLoading ? (\n <LoadingState rows={4} />\n ) : isError ? (\n <ErrorState onRetry={() => refetch()} />\n ) : portfolios.length === 0 ? (\n <EmptyState\n icon={<Briefcase className=\"size-6\" aria-hidden=\"true\" />}\n title=\"No portfolios yet\"\n description=\"Create your first portfolio to start organizing holdings and tracking drift.\"\n action={\n <Button size=\"sm\" onClick={openCreate}>\n <Plus className=\"size-4\" aria-hidden=\"true\" />\n New portfolio\n </Button>\n }\n />\n ) : (\n <>\n <FadeIn className=\"grid grid-cols-2 gap-3 lg:grid-cols-4\">\n <StatTile label=\"Portfolios\" value={String(portfolios.length)} glow />\n <StatTile label=\"Active\" value={String(activeCount)} />\n <StatTile label=\"Drafts\" value={String(draftCount)} />\n <StatTile label=\"Avg drift threshold\" value={formatPct(avgDrift)} />\n </FadeIn>\n\n <div className=\"grid gap-4 md:grid-cols-2 xl:grid-cols-3\">\n {portfolios.map((p, i) => (\n <PortfolioCard\n key={p.id}\n portfolio={p}\n index={i}\n onView={() => setDetailId(p.id)}\n onEdit={() => openEdit(p)}\n onArchive={() => setPortfolioToArchive(p)}\n />\n ))}\n </div>\n\n <LoadMore hasMore={hasMore} onClick={loadMore} loading={isFetchingNextPage} />\n </>\n )}\n\n <PortfolioFormDialog open={formOpen} onOpenChange={setFormOpen} editing={editingPortfolio} />\n\n <PortfolioDetailSheet\n portfolioId={detailId}\n onOpenChange={(open) => {\n if (!open) setDetailId(null);\n }}\n />\n\n <ConfirmDialog\n open={portfolioToArchive !== null}\n onOpenChange={(open) => {\n if (!open) setPortfolioToArchive(null);\n }}\n title=\"Archive portfolio?\"\n description={\n portfolioToArchive\n ? `Archive “${portfolioToArchive.name}”. It will move to archived status and stop appearing in active views.`\n : undefined\n }\n confirmLabel=\"Archive\"\n pendingLabel=\"Archiving…\"\n destructive\n pending={archivePortfolio.isPending}\n onConfirm={() => {\n if (!portfolioToArchive) return;\n archivePortfolio.mutate(portfolioToArchive.id, {\n onSuccess: () => setPortfolioToArchive(null),\n });\n }}\n />\n </SectionShell>\n 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package/dist/brainyrich/pages/ReportsPage.js CHANGED Viewed

@@ -853,7 +853,8 @@ function ke({ householdsQuery: e, households: t, activeHousehold: n, onSelect: r
 							className: "text-xs text-text-secondary",
 							children: [
 								f("brainyrich.reports.statement.subtitle", "Wealth Statement"),
-								" · ",
+								" ·",
+								" ",
 								ee
 							]
 						})] })]