@burdenoff/microfe-brainyrich 2026.706.4 → 2026.710.1

package/dist/brainyrich/pages/PortfoliosPage.js

@@ -4,15 +4,17 @@ import { ConfirmDialog as d } from "../components/ConfirmDialog.js";
 import { DonutChart as f, FadeIn as p, GlassCard as m, StatTile as h } from "../components/viz.js";
 import { AccountPicker as g } from "../components/pickers.js";
 import "../components/index.js";
-import { AllocationBars as _, EmptyState as ee, ErrorState as te, LoadingState as ne, SectionShell as v, formatCompact as re, formatMoney as y, formatPct as b, statusBadgeVariant as x } from "./_shared.js";
-import { TagField as S } from "../components/reuse/TagField.js";
-import { CommentThread as ie } from "../components/reuse/CommentThread.js";
-import { useMemo as C, useState as w } from "react";
-import { ArrowDownRight as T, ArrowUpRight as E, Briefcase as D, MoreHorizontal as ae, Pencil as oe, Plus as O, Trash2 as se } from "lucide-react";
-import { Fragment as ce, jsx as k, jsxs as A } from "react/jsx-runtime";
-import { Badge as j, Button as M, Card as N, CardContent as P, CardDescription as F, CardHeader as le, CardTitle as ue, Dialog as I, DialogContent as L, DialogDescription as R, DialogFooter as z, DialogHeader as B, DialogTitle as de, DropdownMenu as fe, DropdownMenuContent as pe, DropdownMenuItem as V, DropdownMenuLabel as me, DropdownMenuSeparator as he, DropdownMenuTrigger as ge, Input as H, Label as U, Select as W, SelectContent as G, SelectItem as K, SelectTrigger as q, SelectValue as J, Sheet as _e, SheetContent as ve, SheetDescription as ye, SheetHeader as be, SheetTitle as xe, Table as Se, TableBody as Ce, TableCell as Y, TableHead as X, TableHeader as we, TableRow as Te, Textarea as Ee } from "@burdenoff/fe-libs/ui";
+import { AllocationBars as _, EmptyState as ee, ErrorState as te, LoadingState as ne, SectionShell as re, formatCompact as ie, formatMoney as v, formatPct as y, statusBadgeVariant as b } from "./_shared.js";
+import { hapticSuccess as x, showToast as S } from "../utils/nativeControls.js";
+import { useTrackBrainyRichPageView as C } from "../hooks/useBrainyRichAnalytics.js";
+import { TagField as w } from "../components/reuse/TagField.js";
+import { CommentThread as ae } from "../components/reuse/CommentThread.js";
+import { useMemo as T, useState as E } from "react";
+import { ArrowDownRight as D, ArrowUpRight as O, Briefcase as k, MoreHorizontal as oe, Pencil as se, Plus as A, Trash2 as ce } from "lucide-react";
+import { Fragment as le, jsx as j, jsxs as M } from "react/jsx-runtime";
+import { Badge as N, Button as P, Card as F, CardContent as I, CardDescription as ue, CardHeader as de, CardTitle as fe, Dialog as L, DialogContent as R, DialogDescription as pe, DialogFooter as z, DialogHeader as B, DialogTitle as me, DropdownMenu as he, DropdownMenuContent as ge, DropdownMenuItem as V, DropdownMenuLabel as _e, DropdownMenuSeparator as ve, DropdownMenuTrigger as ye, Input as H, Label as U, Select as W, SelectContent as G, SelectItem as K, SelectTrigger as q, SelectValue as J, Sheet as be, SheetContent as xe, SheetDescription as Se, SheetHeader as Ce, SheetTitle as we, Table as Te, TableBody as Ee, TableCell as Y, TableHead as X, TableHeader as De, TableRow as Oe, Textarea as ke } from "@burdenoff/fe-libs/ui";
 //#region src/brainyrich/pages/PortfoliosPage.tsx
-var De = [
+var Ae = [
 	"EQUITY",
 	"FIXED_INCOME",
 	"CASH",
@@ -20,7 +22,7 @@ var De = [
 	"COMMODITY",
 	"CRYPTO",
 	"ALTERNATIVE"
-], Oe = [
+], je = [
 	"DRAFT",
 	"ACTIVE",
 	"ARCHIVED"
@@ -28,7 +30,7 @@ var De = [
 	if (e.trim() === "") return;
 	let t = Number(e);
 	return Number.isFinite(t) ? t : void 0;
-}, ke = {
+}, Me = {
 	EQUITY: "brand",
 	FIXED_INCOME: "blue",
 	CASH: "teal",
@@ -36,8 +38,8 @@ var De = [
 	COMMODITY: "warning",
 	CRYPTO: "indigo",
 	ALTERNATIVE: "info"
-}, Ae = (e) => ke[e.toUpperCase()] ?? "neutral";
-function je(e) {
+}, Ne = (e) => Me[e.toUpperCase()] ?? "neutral";
+function Pe(e) {
 	return !e || typeof e != "object" ? [] : Object.entries(e).map(([e, t]) => ({
 		label: e,
 		value: Number(t)
@@ -47,31 +49,31 @@ function je(e) {
 		tone: "accent"
 	}));
 }
-function Me(e) {
+function Fe(e) {
 	return !e || typeof e != "object" ? [] : Object.entries(e).map(([e, t]) => ({
 		key: e,
 		value: Number(t)
 	})).filter((e) => Number.isFinite(e.value) && e.value > 0).sort((e, t) => t.value - e.value).map((e) => ({
 		label: Q(e.key),
 		value: e.value,
-		tone: Ae(e.key)
+		tone: Ne(e.key)
 	}));
 }
-function Ne({ value: e, currency: t }) {
-	let n = e > 0, r = e < 0, i = n ? "text-status-success-text" : r ? "text-status-error-text" : "text-text-secondary", a = n ? E : r ? T : null;
-	return /* @__PURE__ */ A("span", {
+function Ie({ value: e, currency: t }) {
+	let n = e > 0, r = e < 0, i = n ? "text-status-success-text" : r ? "text-status-error-text" : "text-text-secondary", a = n ? O : r ? D : null;
+	return /* @__PURE__ */ M("span", {
 		className: `inline-flex items-center justify-end gap-1 font-medium ${i}`,
 		children: [
-			a ? /* @__PURE__ */ k(a, {
+			a ? /* @__PURE__ */ j(a, {
 				className: "size-3.5",
 				"aria-hidden": "true"
 			}) : null,
 			n ? "+" : "",
-			y(e, t)
+			v(e, t)
 		]
 	});
 }
-function Pe() {
+function Le() {
 	return {
 		name: "",
 		baseCurrency: "USD",
@@ -82,8 +84,8 @@ function Pe() {
 		householdId: Z
 	};
 }
-function Fe({ open: e, onOpenChange: t, editing: r }) {
-	let { data: o } = a(), { data: s } = i(), c = n(), u = l(), [d, f] = w(Pe), [p, m] = w(null), h = r?.id ?? "new";
+function Re({ open: e, onOpenChange: t, editing: r }) {
+	let { data: o } = a(), { data: s } = i(), c = n(), u = l(), [d, f] = E(Le), [p, m] = E(null), h = r?.id ?? "new";
 	e && p !== h && (m(h), f(r ? {
 		name: r.name,
 		baseCurrency: r.baseCurrency,
@@ -92,24 +94,24 @@ function Fe({ open: e, onOpenChange: t, editing: r }) {
 		status: r.status,
 		modelPortfolioId: r.modelPortfolioId ?? Z,
 		householdId: r.householdId ?? Z
-	} : Pe())), !e && p !== null && m(null);
+	} : Le())), !e && p !== null && m(null);
 	let g = c.isPending || u.isPending, _ = d.name.trim().length > 0;
-	return /* @__PURE__ */ k(I, {
+	return /* @__PURE__ */ j(L, {
 		open: e,
 		onOpenChange: t,
-		children: /* @__PURE__ */ A(L, {
+		children: /* @__PURE__ */ M(R, {
 			className: "max-h-[90vh] overflow-y-auto sm:max-w-lg",
 			children: [
-				/* @__PURE__ */ A(B, { children: [/* @__PURE__ */ k(de, { children: r ? "Edit portfolio" : "New portfolio" }), /* @__PURE__ */ k(R, { children: r ? "Update this portfolio’s strategy settings." : "Create an investment portfolio to organize and rebalance holdings." })] }),
-				/* @__PURE__ */ A("div", {
+				/* @__PURE__ */ M(B, { children: [/* @__PURE__ */ j(me, { children: r ? "Edit portfolio" : "New portfolio" }), /* @__PURE__ */ j(pe, { children: r ? "Update this portfolio’s strategy settings." : "Create an investment portfolio to organize and rebalance holdings." })] }),
+				/* @__PURE__ */ M("div", {
 					className: "space-y-4 py-2",
 					children: [
-						/* @__PURE__ */ A("div", {
+						/* @__PURE__ */ M("div", {
 							className: "space-y-1.5",
-							children: [/* @__PURE__ */ k(U, {
+							children: [/* @__PURE__ */ j(U, {
 								htmlFor: "pf-name",
 								children: "Name"
-							}), /* @__PURE__ */ k(H, {
+							}), /* @__PURE__ */ j(H, {
 								id: "pf-name",
 								value: d.name,
 								onChange: (e) => f((t) => ({
@@ -120,14 +122,14 @@ function Fe({ open: e, onOpenChange: t, editing: r }) {
 								"aria-invalid": !_
 							})]
 						}),
-						/* @__PURE__ */ A("div", {
+						/* @__PURE__ */ M("div", {
 							className: "grid grid-cols-2 gap-4",
-							children: [/* @__PURE__ */ A("div", {
+							children: [/* @__PURE__ */ M("div", {
 								className: "space-y-1.5",
-								children: [/* @__PURE__ */ k(U, {
+								children: [/* @__PURE__ */ j(U, {
 									htmlFor: "pf-currency",
 									children: "Base currency"
-								}), /* @__PURE__ */ k(H, {
+								}), /* @__PURE__ */ j(H, {
 									id: "pf-currency",
 									value: d.baseCurrency,
 									onChange: (e) => f((t) => ({
@@ -137,12 +139,12 @@ function Fe({ open: e, onOpenChange: t, editing: r }) {
 									placeholder: "USD",
 									maxLength: 3
 								})]
-							}), /* @__PURE__ */ A("div", {
+							}), /* @__PURE__ */ M("div", {
 								className: "space-y-1.5",
-								children: [/* @__PURE__ */ k(U, {
+								children: [/* @__PURE__ */ j(U, {
 									htmlFor: "pf-drift",
 									children: "Drift threshold %"
-								}), /* @__PURE__ */ k(H, {
+								}), /* @__PURE__ */ j(H, {
 									id: "pf-drift",
 									type: "number",
 									min: 0,
@@ -155,78 +157,78 @@ function Fe({ open: e, onOpenChange: t, editing: r }) {
 								})]
 							})]
 						}),
-						r ? /* @__PURE__ */ A("div", {
+						r ? /* @__PURE__ */ M("div", {
 							className: "space-y-1.5",
-							children: [/* @__PURE__ */ k(U, {
+							children: [/* @__PURE__ */ j(U, {
 								htmlFor: "pf-status",
 								children: "Status"
-							}), /* @__PURE__ */ A(W, {
+							}), /* @__PURE__ */ M(W, {
 								value: d.status,
 								onValueChange: (e) => f((t) => ({
 									...t,
 									status: e
 								})),
-								children: [/* @__PURE__ */ k(q, {
+								children: [/* @__PURE__ */ j(q, {
 									id: "pf-status",
-									children: /* @__PURE__ */ k(J, {})
-								}), /* @__PURE__ */ k(G, { children: Oe.map((e) => /* @__PURE__ */ k(K, {
+									children: /* @__PURE__ */ j(J, {})
+								}), /* @__PURE__ */ j(G, { children: je.map((e) => /* @__PURE__ */ j(K, {
 									value: e,
 									children: Q(e)
 								}, e)) })]
 							})]
 						}) : null,
-						/* @__PURE__ */ A("div", {
+						/* @__PURE__ */ M("div", {
 							className: "space-y-1.5",
-							children: [/* @__PURE__ */ k(U, {
+							children: [/* @__PURE__ */ j(U, {
 								htmlFor: "pf-model",
 								children: "Model portfolio"
-							}), /* @__PURE__ */ A(W, {
+							}), /* @__PURE__ */ M(W, {
 								value: d.modelPortfolioId,
 								onValueChange: (e) => f((t) => ({
 									...t,
 									modelPortfolioId: e
 								})),
-								children: [/* @__PURE__ */ k(q, {
+								children: [/* @__PURE__ */ j(q, {
 									id: "pf-model",
-									children: /* @__PURE__ */ k(J, { placeholder: "None" })
-								}), /* @__PURE__ */ A(G, { children: [/* @__PURE__ */ k(K, {
+									children: /* @__PURE__ */ j(J, { placeholder: "None" })
+								}), /* @__PURE__ */ M(G, { children: [/* @__PURE__ */ j(K, {
 									value: Z,
 									children: "None"
-								}), o.map((e) => /* @__PURE__ */ k(K, {
+								}), o.map((e) => /* @__PURE__ */ j(K, {
 									value: e.id,
 									children: e.name
 								}, e.id))] })]
 							})]
 						}),
-						r ? null : /* @__PURE__ */ A("div", {
+						r ? null : /* @__PURE__ */ M("div", {
 							className: "space-y-1.5",
-							children: [/* @__PURE__ */ k(U, {
+							children: [/* @__PURE__ */ j(U, {
 								htmlFor: "pf-household",
 								children: "Household"
-							}), /* @__PURE__ */ A(W, {
+							}), /* @__PURE__ */ M(W, {
 								value: d.householdId,
 								onValueChange: (e) => f((t) => ({
 									...t,
 									householdId: e
 								})),
-								children: [/* @__PURE__ */ k(q, {
+								children: [/* @__PURE__ */ j(q, {
 									id: "pf-household",
-									children: /* @__PURE__ */ k(J, { placeholder: "None" })
-								}), /* @__PURE__ */ A(G, { children: [/* @__PURE__ */ k(K, {
+									children: /* @__PURE__ */ j(J, { placeholder: "None" })
+								}), /* @__PURE__ */ M(G, { children: [/* @__PURE__ */ j(K, {
 									value: Z,
 									children: "None"
-								}), s.map((e) => /* @__PURE__ */ k(K, {
+								}), s.map((e) => /* @__PURE__ */ j(K, {
 									value: e.id,
 									children: e.name
 								}, e.id))] })]
 							})]
 						}),
-						/* @__PURE__ */ A("div", {
+						/* @__PURE__ */ M("div", {
 							className: "space-y-1.5",
-							children: [/* @__PURE__ */ k(U, {
+							children: [/* @__PURE__ */ j(U, {
 								htmlFor: "pf-desc",
 								children: "Description"
-							}), /* @__PURE__ */ k(Ee, {
+							}), /* @__PURE__ */ j(ke, {
 								id: "pf-desc",
 								value: d.description,
 								onChange: (e) => f((t) => ({
@@ -239,12 +241,12 @@ function Fe({ open: e, onOpenChange: t, editing: r }) {
 						})
 					]
 				}),
-				/* @__PURE__ */ A(z, { children: [/* @__PURE__ */ k(M, {
+				/* @__PURE__ */ M(z, { children: [/* @__PURE__ */ j(P, {
 					variant: "outline",
 					onClick: () => t(!1),
 					disabled: g,
 					children: "Cancel"
-				}), /* @__PURE__ */ k(M, {
+				}), /* @__PURE__ */ j(P, {
 					onClick: () => {
 						if (!_) return;
 						let e = $(d.driftThresholdPct), n = d.modelPortfolioId === Z ? null : d.modelPortfolioId, i = d.householdId === Z ? null : d.householdId;
@@ -258,14 +260,18 @@ function Fe({ open: e, onOpenChange: t, editing: r }) {
 								status: d.status,
 								modelPortfolioId: n
 							}
-						}, { onSuccess: () => t(!1) }) : c.mutate({
+						}, { onSuccess: () => {
+							x(), S("Portfolio saved"), t(!1);
+						} }) : c.mutate({
 							name: d.name.trim(),
 							baseCurrency: d.baseCurrency.trim() || "USD",
 							description: d.description.trim() || null,
 							driftThresholdPct: e,
 							modelPortfolioId: n,
 							householdId: i
-						}, { onSuccess: () => t(!1) });
+						}, { onSuccess: () => {
+							x(), S("Portfolio created"), t(!1);
+						} });
 					},
 					disabled: !_ || g,
 					children: g ? "Saving…" : r ? "Save changes" : "Create portfolio"
@@ -274,7 +280,7 @@ function Fe({ open: e, onOpenChange: t, editing: r }) {
 		})
 	});
 }
-function Ie() {
+function ze() {
 	return {
 		accountId: "",
 		symbol: "",
@@ -285,8 +291,8 @@ function Ie() {
 		costBasis: "0"
 	};
 }
-function Le({ open: e, onOpenChange: n, portfolioId: r, editing: i }) {
-	let a = t(), o = c(), [s, l] = w(Ie), [u, d] = w(null), f = i?.id ?? "new";
+function Be({ open: e, onOpenChange: n, portfolioId: r, editing: i }) {
+	let a = t(), o = c(), [s, l] = E(ze), [u, d] = E(null), f = i?.id ?? "new";
 	e && u !== f && (d(f), l(i ? {
 		accountId: i.accountId,
 		symbol: i.symbol,
@@ -295,19 +301,19 @@ function Le({ open: e, onOpenChange: n, portfolioId: r, editing: i }) {
 		quantity: String(i.quantity),
 		lastPrice: String(i.lastPrice),
 		costBasis: String(i.costBasis)
-	} : Ie())), !e && u !== null && d(null);
+	} : ze())), !e && u !== null && d(null);
 	let p = a.isPending || o.isPending, m = s.symbol.trim().length > 0, h = i ? !0 : s.accountId.trim().length > 0, _ = m && h && !p;
-	return /* @__PURE__ */ k(I, {
+	return /* @__PURE__ */ j(L, {
 		open: e,
 		onOpenChange: n,
-		children: /* @__PURE__ */ A(L, {
+		children: /* @__PURE__ */ M(R, {
 			className: "max-h-[90vh] overflow-y-auto sm:max-w-lg",
 			children: [
-				/* @__PURE__ */ A(B, { children: [/* @__PURE__ */ k(de, { children: i ? "Edit holding" : "Add holding" }), /* @__PURE__ */ k(R, { children: i ? "Update the position details for this holding." : "Add a position to this portfolio from one of your accounts." })] }),
-				/* @__PURE__ */ A("div", {
+				/* @__PURE__ */ M(B, { children: [/* @__PURE__ */ j(me, { children: i ? "Edit holding" : "Add holding" }), /* @__PURE__ */ j(pe, { children: i ? "Update the position details for this holding." : "Add a position to this portfolio from one of your accounts." })] }),
+				/* @__PURE__ */ M("div", {
 					className: "space-y-4 py-2",
 					children: [
-						i ? null : /* @__PURE__ */ k(g, {
+						i ? null : /* @__PURE__ */ j(g, {
 							id: "h-account",
 							value: s.accountId,
 							onChange: (e) => l((t) => ({
@@ -316,14 +322,14 @@ function Le({ open: e, onOpenChange: n, portfolioId: r, editing: i }) {
 							})),
 							placeholder: "Select account"
 						}),
-						/* @__PURE__ */ A("div", {
+						/* @__PURE__ */ M("div", {
 							className: "grid grid-cols-2 gap-4",
-							children: [/* @__PURE__ */ A("div", {
+							children: [/* @__PURE__ */ M("div", {
 								className: "space-y-1.5",
-								children: [/* @__PURE__ */ k(U, {
+								children: [/* @__PURE__ */ j(U, {
 									htmlFor: "h-symbol",
 									children: "Symbol"
-								}), /* @__PURE__ */ k(H, {
+								}), /* @__PURE__ */ j(H, {
 									id: "h-symbol",
 									value: s.symbol,
 									onChange: (e) => l((t) => ({
@@ -334,33 +340,33 @@ function Le({ open: e, onOpenChange: n, portfolioId: r, editing: i }) {
 									disabled: !!i,
 									"aria-invalid": !m
 								})]
-							}), /* @__PURE__ */ A("div", {
+							}), /* @__PURE__ */ M("div", {
 								className: "space-y-1.5",
-								children: [/* @__PURE__ */ k(U, {
+								children: [/* @__PURE__ */ j(U, {
 									htmlFor: "h-class",
 									children: "Asset class"
-								}), /* @__PURE__ */ A(W, {
+								}), /* @__PURE__ */ M(W, {
 									value: s.assetClass,
 									onValueChange: (e) => l((t) => ({
 										...t,
 										assetClass: e
 									})),
-									children: [/* @__PURE__ */ k(q, {
+									children: [/* @__PURE__ */ j(q, {
 										id: "h-class",
-										children: /* @__PURE__ */ k(J, {})
-									}), /* @__PURE__ */ k(G, { children: De.map((e) => /* @__PURE__ */ k(K, {
+										children: /* @__PURE__ */ j(J, {})
+									}), /* @__PURE__ */ j(G, { children: Ae.map((e) => /* @__PURE__ */ j(K, {
 										value: e,
 										children: Q(e)
 									}, e)) })]
 								})]
 							})]
 						}),
-						/* @__PURE__ */ A("div", {
+						/* @__PURE__ */ M("div", {
 							className: "space-y-1.5",
-							children: [/* @__PURE__ */ k(U, {
+							children: [/* @__PURE__ */ j(U, {
 								htmlFor: "h-name",
 								children: "Name"
-							}), /* @__PURE__ */ k(H, {
+							}), /* @__PURE__ */ j(H, {
 								id: "h-name",
 								value: s.name,
 								onChange: (e) => l((t) => ({
@@ -370,15 +376,15 @@ function Le({ open: e, onOpenChange: n, portfolioId: r, editing: i }) {
 								placeholder: "Apple Inc."
 							})]
 						}),
-						/* @__PURE__ */ A("div", {
+						/* @__PURE__ */ M("div", {
 							className: "grid grid-cols-3 gap-4",
 							children: [
-								/* @__PURE__ */ A("div", {
+								/* @__PURE__ */ M("div", {
 									className: "space-y-1.5",
-									children: [/* @__PURE__ */ k(U, {
+									children: [/* @__PURE__ */ j(U, {
 										htmlFor: "h-qty",
 										children: "Quantity"
-									}), /* @__PURE__ */ k(H, {
+									}), /* @__PURE__ */ j(H, {
 										id: "h-qty",
 										type: "number",
 										step: "any",
@@ -389,12 +395,12 @@ function Le({ open: e, onOpenChange: n, portfolioId: r, editing: i }) {
 										}))
 									})]
 								}),
-								/* @__PURE__ */ A("div", {
+								/* @__PURE__ */ M("div", {
 									className: "space-y-1.5",
-									children: [/* @__PURE__ */ k(U, {
+									children: [/* @__PURE__ */ j(U, {
 										htmlFor: "h-price",
 										children: "Last price"
-									}), /* @__PURE__ */ k(H, {
+									}), /* @__PURE__ */ j(H, {
 										id: "h-price",
 										type: "number",
 										step: "any",
@@ -405,12 +411,12 @@ function Le({ open: e, onOpenChange: n, portfolioId: r, editing: i }) {
 										}))
 									})]
 								}),
-								/* @__PURE__ */ A("div", {
+								/* @__PURE__ */ M("div", {
 									className: "space-y-1.5",
-									children: [/* @__PURE__ */ k(U, {
+									children: [/* @__PURE__ */ j(U, {
 										htmlFor: "h-cost",
 										children: "Cost basis"
-									}), /* @__PURE__ */ k(H, {
+									}), /* @__PURE__ */ j(H, {
 										id: "h-cost",
 										type: "number",
 										step: "any",
@@ -425,12 +431,12 @@ function Le({ open: e, onOpenChange: n, portfolioId: r, editing: i }) {
 						})
 					]
 				}),
-				/* @__PURE__ */ A(z, { children: [/* @__PURE__ */ k(M, {
+				/* @__PURE__ */ M(z, { children: [/* @__PURE__ */ j(P, {
 					variant: "outline",
 					onClick: () => n(!1),
 					disabled: p,
 					children: "Cancel"
-				}), /* @__PURE__ */ k(M, {
+				}), /* @__PURE__ */ j(P, {
 					onClick: () => {
 						!m || !h || (i ? o.mutate({
 							id: i.id,
@@ -441,7 +447,9 @@ function Le({ open: e, onOpenChange: n, portfolioId: r, editing: i }) {
 								lastPrice: $(s.lastPrice),
 								costBasis: $(s.costBasis)
 							}
-						}, { onSuccess: () => n(!1) }) : a.mutate({
+						}, { onSuccess: () => {
+							x(), S("Holding saved"), n(!1);
+						} }) : a.mutate({
 							accountId: s.accountId,
 							portfolioId: r,
 							symbol: s.symbol.trim().toUpperCase(),
@@ -450,7 +458,9 @@ function Le({ open: e, onOpenChange: n, portfolioId: r, editing: i }) {
 							quantity: $(s.quantity),
 							lastPrice: $(s.lastPrice),
 							costBasis: $(s.costBasis)
-						}, { onSuccess: () => n(!1) }));
+						}, { onSuccess: () => {
+							x(), S("Holding added"), n(!1);
+						} }));
 					},
 					disabled: !_,
 					children: p ? "Saving…" : i ? "Save changes" : "Add holding"
@@ -459,119 +469,119 @@ function Le({ open: e, onOpenChange: n, portfolioId: r, editing: i }) {
 		})
 	});
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-		if (I.length === 0 || R <= 0) return [];
+function Ve({ portfolioId: e, onOpenChange: t }) {
+	let { data: n, isLoading: i, isError: a, refetch: o } = s(e ?? void 0), c = r(), [l, u] = E(!1), [g, re] = E(null), [x, S] = E(null), C = n?.holdings ?? [], D = n?.baseCurrency ?? "USD", O = C.reduce((e, t) => e + t.marketValue, 0), L = C.reduce((e, t) => e + t.costBasis, 0), R = O - L, pe = L > 0 ? R / L * 100 : 0, z = T(() => {
+		if (C.length === 0 || O <= 0) return [];
 		let e = /* @__PURE__ */ new Map();
-		return I.forEach((t) => e.set(t.assetClass, (e.get(t.assetClass) ?? 0) + t.marketValue)), Array.from(e.entries()).map(([e, t]) => ({
+		return C.forEach((t) => e.set(t.assetClass, (e.get(t.assetClass) ?? 0) + t.marketValue)), Array.from(e.entries()).map(([e, t]) => ({
 			label: Q(e),
 			value: t,
-			tone: Ae(e)
+			tone: Ne(e)
 		})).sort((e, t) => t.value - e.value);
-	}, [I, R]), U = C(() => {
+	}, [C, O]), B = T(() => {
 		let e = /* @__PURE__ */ new Map();
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-	}, [I, R]), W = C(() => je(n?.targetAllocation).map((e) => {
-		let t = U.get(e.label) ?? 0;
+		return O <= 0 || C.forEach((t) => e.set(Q(t.assetClass), (e.get(Q(t.assetClass)) ?? 0) + t.marketValue / O * 100)), e;
+	}, [C, O]), me = T(() => Pe(n?.targetAllocation).map((e) => {
+		let t = B.get(e.label) ?? 0;
 		return {
 			label: e.label,
 			value: e.value,
 			tone: "accent",
-			caption: `${b(e.value, 0)} target · ${b(t, 0)} actual`
+			caption: `${y(e.value, 0)} target · ${y(t, 0)} actual`
 		};
-	}), [n?.targetAllocation, U]), G = () => {
-		v(null), u(!0);
-	}, K = (e) => {
-		v(e), u(!0);
+	}), [n?.targetAllocation, B]), H = () => {
+		re(null), u(!0);
+	}, U = (e) => {
+		re(e), u(!0);
 	};
-	return /* @__PURE__ */ k(_e, {
+	return /* @__PURE__ */ j(be, {
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 		onOpenChange: t,
-		children: /* @__PURE__ */ k(ve, {
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-				children: /* @__PURE__ */ k(ne, { rows: 5 })
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-			}) : n ? /* @__PURE__ */ A(ce, { children: [
-				/* @__PURE__ */ A(be, {
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 							className: "text-xl",
 							children: n.name
-						}), /* @__PURE__ */ k(j, {
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+						}), /* @__PURE__ */ j(N, {
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-					}), /* @__PURE__ */ k(ye, { children: n.description?.trim() ? n.description : `${n.baseCurrency} · Drift threshold ${b(n.driftThresholdPct)}` })]
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 				}),
-				/* @__PURE__ */ A("div", {
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-						/* @__PURE__ */ A(p, {
+						/* @__PURE__ */ M(p, {
 							className: "grid grid-cols-2 gap-3 lg:grid-cols-4",
 							children: [
-								/* @__PURE__ */ k(h, {
+								/* @__PURE__ */ j(h, {
 									label: "Market value",
-									value: y(R, L),
+									value: v(O, D),
 									glow: !0
 								}),
-								/* @__PURE__ */ k(h, {
+								/* @__PURE__ */ j(h, {
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-									value: y(B, L),
-									delta: z > 0 ? de : void 0,
-									deltaTone: B > 0 ? "positive" : B < 0 ? "negative" : "neutral"
+									value: v(R, D),
+									delta: L > 0 ? pe : void 0,
+									deltaTone: R > 0 ? "positive" : R < 0 ? "negative" : "neutral"
 								}),
-								/* @__PURE__ */ k(h, {
+								/* @__PURE__ */ j(h, {
 									label: "Holdings",
-									value: String(I.length)
+									value: String(C.length)
 								}),
-								/* @__PURE__ */ k(h, {
+								/* @__PURE__ */ j(h, {
 									label: "Drift threshold",
-									value: b(n.driftThresholdPct)
+									value: y(n.driftThresholdPct)
 								})
 							]
 						}),
-						/* @__PURE__ */ k(p, {
+						/* @__PURE__ */ j(p, {
 							index: 1,
-							children: /* @__PURE__ */ A(m, {
+							children: /* @__PURE__ */ M(m, {
 								glow: !0,
 								className: "space-y-5",
-								children: [/* @__PURE__ */ A("div", {
+								children: [/* @__PURE__ */ M("div", {
 									className: "flex items-center justify-between gap-2",
-									children: [/* @__PURE__ */ k("h3", {
+									children: [/* @__PURE__ */ j("h3", {
 										className: "text-sm font-semibold text-text-primary",
 										children: "Target vs actual allocation"
-									}), /* @__PURE__ */ k(j, {
+									}), /* @__PURE__ */ j(N, {
 										variant: "outline",
-										children: L
+										children: D
 									})]
-								}), /* @__PURE__ */ A("div", {
+								}), /* @__PURE__ */ M("div", {
 									className: "grid gap-6 md:grid-cols-2",
-									children: [/* @__PURE__ */ A("div", {
+									children: [/* @__PURE__ */ M("div", {
 										className: "space-y-2",
-										children: [/* @__PURE__ */ k("p", {
+										children: [/* @__PURE__ */ j("p", {
 											className: "text-xs font-medium uppercase tracking-wide text-text-secondary",
 											children: "Actual — by market value"
-										}), H.length > 0 ? /* @__PURE__ */ k(f, {
-											data: H,
-											centerValue: re(R, L),
+										}), z.length > 0 ? /* @__PURE__ */ j(f, {
+											data: z,
+											centerValue: ie(O, D),
 											centerLabel: "Market value",
-											valueFormatter: (e) => y(e, L)
-										}) : /* @__PURE__ */ k("p", {
+											valueFormatter: (e) => v(e, D)
+										}) : /* @__PURE__ */ j("p", {
 											className: "py-8 text-center text-sm text-text-secondary",
 											children: "Add holdings to see the live allocation."
 										})]
-									}), /* @__PURE__ */ A("div", {
+									}), /* @__PURE__ */ M("div", {
 										className: "space-y-2",
-										children: [/* @__PURE__ */ k("p", {
+										children: [/* @__PURE__ */ j("p", {
 											className: "text-xs font-medium uppercase tracking-wide text-text-secondary",
 											children: "Target — vs live actual"
-										}), W.length > 0 ? /* @__PURE__ */ k(_, { data: W }) : /* @__PURE__ */ k("p", {
+										}), me.length > 0 ? /* @__PURE__ */ j(_, { data: me }) : /* @__PURE__ */ j("p", {
 											className: "py-8 text-center text-sm text-text-secondary",
 											children: "No target allocation set for this portfolio."
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@@ -579,125 +589,132 @@ function Re({ portfolioId: e, onOpenChange: t }) {
 								})]
 							})
 						}),
-						/* @__PURE__ */ A(N, { children: [/* @__PURE__ */ A(le, {
+						/* @__PURE__ */ j(F, { children: /* @__PURE__ */ j(I, {
+							className: "p-4",
+							children: /* @__PURE__ */ j(w, {
+								entityType: "brainyrich-portfolio",
+								entityId: n.id
+							})
+						}) }),
+						/* @__PURE__ */ M(F, { children: [/* @__PURE__ */ M(de, {
 							className: "flex flex-row items-center justify-between",
-							children: [/* @__PURE__ */ A("div", { children: [/* @__PURE__ */ k(ue, {
+							children: [/* @__PURE__ */ M("div", { children: [/* @__PURE__ */ j(fe, {
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 								children: "Holdings"
-							}), /* @__PURE__ */ k(F, { children: "Positions held in this portfolio" })] }), /* @__PURE__ */ A(M, {
+							}), /* @__PURE__ */ j(ue, { children: "Positions held in this portfolio" })] }), /* @__PURE__ */ M(P, {
 								size: "sm",
-								onClick: G,
-								children: [/* @__PURE__ */ k(O, {
+								onClick: H,
+								children: [/* @__PURE__ */ j(A, {
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 								}), "Add holding"]
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-							icon: /* @__PURE__ */ k(D, {
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+							icon: /* @__PURE__ */ j(k, {
 								className: "size-6",
 								"aria-hidden": "true"
 							}),
 							title: "No holdings yet",
 							description: "Add positions to start tracking this portfolio.",
-							action: /* @__PURE__ */ A(M, {
+							action: /* @__PURE__ */ M(P, {
 								size: "sm",
-								onClick: G,
-								children: [/* @__PURE__ */ k(O, {
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 								}), "Add holding"]
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-						}) : /* @__PURE__ */ k("div", {
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 									children: "Qty"
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 									children: "Price"
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-							] }) }), /* @__PURE__ */ k(Ce, { children: I.map((e) => {
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 											children: e.name
 										}) : null] }),
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 											children: Q(e.assetClass)
 										}) }),
-										/* @__PURE__ */ k(Y, {
+										/* @__PURE__ */ j(Y, {
 											className: "text-right tabular-nums",
 											children: e.quantity
 										}),
-										/* @__PURE__ */ k(Y, {
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 											className: "text-right tabular-nums",
-											children: y(e.lastPrice, e.currency)
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 										}),
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 												value: t,
 												currency: e.currency
-											}), e.costBasis > 0 ? /* @__PURE__ */ A("div", {
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 											}) : null]
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 													className: "size-10",
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 												align: "end",
 												children: [
-													/* @__PURE__ */ k(me, { children: e.symbol }),
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 														className: "gap-2",
-														onClick: () => K(e),
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 															className: "size-4",
 															"aria-hidden": "true"
 														}), "Edit"]
 													}),
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 														}), "Delete"]
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 								}, e.id);
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 						}) })
 					]
 				}),
-				/* @__PURE__ */ k(Le, {
+				/* @__PURE__ */ j(Be, {
 					open: l,
 					onOpenChange: u,
 					portfolioId: n.id,
 					editing: g
 				}),
-				/* @__PURE__ */ k(d, {
-					open: T !== null,
+				/* @__PURE__ */ j(d, {
+					open: x !== null,
 					onOpenChange: (e) => {
-						e || E(null);
+						e || S(null);
 					},
 					title: "Delete holding?",
-					description: T ? `Remove ${T.symbol} from this portfolio. This cannot be undone.` : void 0,
+					description: x ? `Remove ${x.symbol} from this portfolio. This cannot be undone.` : void 0,
 					confirmLabel: "Delete",
 					pendingLabel: "Deleting…",
 					destructive: !0,
 					pending: c.isPending,
 					onConfirm: () => {
-						T && c.mutate(T.id, { onSuccess: () => E(null) });
+						x && c.mutate(x.id, { onSuccess: () => S(null) });
 					}
 				})
-			] }) : /* @__PURE__ */ k("div", {
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 				className: "p-6",
-				children: /* @__PURE__ */ k(ee, {
-					icon: /* @__PURE__ */ k(D, {
+				children: /* @__PURE__ */ j(ee, {
+					icon: /* @__PURE__ */ j(k, {
 						className: "size-6",
 						"aria-hidden": "true"
 					}),
@@ -764,128 +781,128 @@ function Re({ portfolioId: e, onOpenChange: t }) {
 		})
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 }
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-	let a = C(() => Me(e.targetAllocation), [e.targetAllocation]), o = a[0], s = e.tags ?? [];
-	return /* @__PURE__ */ k(p, {
+function He({ portfolio: e, index: t, onView: n, onEdit: r, onArchive: i }) {
+	let a = T(() => Fe(e.targetAllocation), [e.targetAllocation]), o = a[0], s = e.tags ?? [];
+	return /* @__PURE__ */ j(p, {
 		index: t,
 		as: "div",
 		className: "h-full",
-		children: /* @__PURE__ */ A(N, {
+		children: /* @__PURE__ */ M(F, {
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-			children: [/* @__PURE__ */ A(le, {
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 						className: "flex min-w-0 items-center gap-2",
 						children: [
-							/* @__PURE__ */ k("span", {
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 								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)]",
-								children: /* @__PURE__ */ k(D, {
+								children: /* @__PURE__ */ j(k, {
 									className: "size-4",
 									"aria-hidden": "true"
 								})
 							}),
-							/* @__PURE__ */ k(ue, {
+							/* @__PURE__ */ j(fe, {
 								className: "truncate text-base",
 								children: e.name
 							}),
-							/* @__PURE__ */ k(j, {
-								variant: x(e.status),
+							/* @__PURE__ */ j(N, {
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 								children: Q(e.status)
 							})
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-					}), /* @__PURE__ */ A(fe, { children: [/* @__PURE__ */ k(ge, {
+					}), /* @__PURE__ */ M(he, { children: [/* @__PURE__ */ j(ye, {
 						asChild: !0,
-						children: /* @__PURE__ */ k(M, {
+						children: /* @__PURE__ */ j(P, {
 							variant: "ghost",
 							size: "icon",
 							className: "size-9 shrink-0",
 							"aria-label": `Actions for ${e.name}`,
-							children: /* @__PURE__ */ k(ae, {
+							children: /* @__PURE__ */ j(oe, {
 								className: "size-4",
 								"aria-hidden": "true"
 							})
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-					}), /* @__PURE__ */ A(pe, {
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 						align: "end",
 						children: [
-							/* @__PURE__ */ k(me, { children: e.name }),
-							/* @__PURE__ */ k(he, {}),
-							/* @__PURE__ */ A(V, {
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+							/* @__PURE__ */ j(ve, {}),
+							/* @__PURE__ */ M(V, {
 								className: "gap-2",
 								onClick: r,
-								children: [/* @__PURE__ */ k(oe, {
+								children: [/* @__PURE__ */ j(se, {
 									className: "size-4",
 									"aria-hidden": "true"
 								}), "Edit"]
 							}),
-							/* @__PURE__ */ A(V, {
+							/* @__PURE__ */ M(V, {
 								className: "gap-2 text-status-error-text focus:text-status-error-text",
 								disabled: e.status === "ARCHIVED",
 								onClick: i,
-								children: [/* @__PURE__ */ k(se, {
+								children: [/* @__PURE__ */ j(ce, {
 									className: "size-4",
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-				}), e.description?.trim() ? /* @__PURE__ */ k(F, {
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-			}), /* @__PURE__ */ A(P, {
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 				className: "flex flex-1 flex-col justify-between gap-4",
-				children: [/* @__PURE__ */ A("div", {
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 							data: a,
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-							centerValue: o ? b(o.value, 0) : void 0,
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-							valueFormatter: (e) => b(e, 0)
+							valueFormatter: (e) => y(e, 0)
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-					}) : /* @__PURE__ */ A("div", {
+					}) : /* @__PURE__ */ M("div", {
 						className: "flex size-28 shrink-0 items-center justify-center rounded-full border border-dashed border-border-subtle text-center text-[10px] leading-tight text-text-secondary",
 						children: [
 							"No target",
-							/* @__PURE__ */ k("br", {}),
+							/* @__PURE__ */ j("br", {}),
 							"allocation"
 						]
-					}), /* @__PURE__ */ A("div", {
+					}), /* @__PURE__ */ M("div", {
 						className: "min-w-0 space-y-2",
 						children: [
-							/* @__PURE__ */ A("div", {
+							/* @__PURE__ */ M("div", {
 								className: "flex flex-wrap items-center gap-1.5",
-								children: [/* @__PURE__ */ k(j, {
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-								}), /* @__PURE__ */ A(j, {
+								}), /* @__PURE__ */ M(N, {
 									variant: "secondary",
-									children: ["Drift ≤ ", b(e.driftThresholdPct)]
+									children: ["Drift ≤ ", y(e.driftThresholdPct)]
 								})]
 							}),
-							a.length > 0 ? /* @__PURE__ */ k("ul", {
+							a.length > 0 ? /* @__PURE__ */ j("ul", {
 								className: "space-y-1",
 								"aria-label": "Target allocation",
-								children: a.slice(0, 3).map((e) => /* @__PURE__ */ A("li", {
+								children: a.slice(0, 3).map((e) => /* @__PURE__ */ M("li", {
 									className: "flex items-center gap-1.5 text-xs",
-									children: [/* @__PURE__ */ k("span", {
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 										className: "truncate text-text-secondary",
 										children: e.label
-									}), /* @__PURE__ */ k("span", {
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 										className: "ml-auto font-medium tabular-nums text-text-primary",
-										children: b(e.value, 0)
+										children: y(e.value, 0)
 									})]
 								}, e.label))
 							}) : null,
-							s.length > 0 ? /* @__PURE__ */ k("div", {
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-				}), /* @__PURE__ */ k(M, {
+				}), /* @__PURE__ */ j(P, {
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+function Ue() {
+	C("brainyrich.portfolios.viewed");
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-	}, ae = (e) => {
+	}, oe = (e) => {
 		_(e), m(!0);
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-	return /* @__PURE__ */ A(v, {
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-		description: "Organize holdings into strategies and keep allocations on target.",
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-			onClick: E,
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-				icon: /* @__PURE__ */ k(D, {
-					className: "size-6",
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+		children: /* @__PURE__ */ M(re, {
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+			description: "Organize holdings into strategies and keep allocations on target.",
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+			actions: /* @__PURE__ */ M(P, {
+				size: "sm",
+				onClick: O,
+				children: [/* @__PURE__ */ j(A, {
+					className: "size-4",
 					"aria-hidden": "true"
-				}),
-				title: "No portfolios yet",
-				description: "Create your first portfolio to start organizing holdings and tracking drift.",
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-					onClick: E,
-					children: [/* @__PURE__ */ k(O, {
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+				}), "New portfolio"]
+			}),
+			children: [
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+					icon: /* @__PURE__ */ j(k, {
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-						}),
-						/* @__PURE__ */ k(h, {
-							label: "Avg drift threshold",
-							value: b(T)
-						})
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+					}),
+					title: "No portfolios yet",
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+					action: /* @__PURE__ */ M(P, {
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+						onClick: O,
+						children: [/* @__PURE__ */ j(A, {
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+					/* @__PURE__ */ M(p, {
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+								label: "Portfolios",
+								value: String(t.length),
+								glow: !0
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+								value: String(ae)
+							}),
+							/* @__PURE__ */ j(h, {
+								label: "Drafts",
+								value: String(T)
+							}),
+							/* @__PURE__ */ j(h, {
+								label: "Avg drift threshold",
+								value: y(D)
+							})
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+					}),
+					/* @__PURE__ */ j("div", {
+						className: "grid gap-4 md:grid-cols-2 xl:grid-cols-3",
+						children: t.map((e, t) => /* @__PURE__ */ j(He, {
+							portfolio: e,
+							index: t,
+							onView: () => v(e.id),
+							onEdit: () => oe(e),
+							onArchive: () => w(e)
+						}, e.id))
+					}),
+					/* @__PURE__ */ j(u, {
+						hasMore: n,
+						onClick: r,
+						loading: a
+					})
+				] }),
+				/* @__PURE__ */ j(Re, {
+					open: f,
+					onOpenChange: m,
+					editing: g
 				}),
-				/* @__PURE__ */ k("div", {
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-					children: t.map((e, t) => /* @__PURE__ */ k(ze, {
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-						onView: () => y(e.id),
-						onEdit: () => ae(e),
-						onArchive: () => S(e)
-					}, e.id))
+				/* @__PURE__ */ j(Ve, {
+					portfolioId: ie,
+					onOpenChange: (e) => {
+						e || v(null);
+					}
 				}),
-				/* @__PURE__ */ k(u, {
-					hasMore: n,
-					onClick: r,
-					loading: a
+				/* @__PURE__ */ j(d, {
+					open: b !== null,
+					onOpenChange: (e) => {
+						e || w(null);
+					},
+					title: "Archive portfolio?",
+					description: b ? `Archive “${b.name}”. It will move to archived status and stop appearing in active views.` : void 0,
+					confirmLabel: "Archive",
+					pendingLabel: "Archiving…",
+					destructive: !0,
+					pending: l.isPending,
+					onConfirm: () => {
+						b && l.mutate(b.id, { onSuccess: () => {
+							x(), S("Portfolio archived"), w(null);
+						} });
+					}
 				})
-			] }),
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-				onOpenChange: m,
-				editing: g
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-				onOpenChange: (e) => {
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-			}),
-			/* @__PURE__ */ k(d, {
-				open: x !== null,
-				onOpenChange: (e) => {
-					e || S(null);
-				},
-				title: "Archive portfolio?",
-				description: x ? `Archive “${x.name}”. It will move to archived status and stop appearing in active views.` : void 0,
-				confirmLabel: "Archive",
-				pendingLabel: "Archiving…",
-				destructive: !0,
-				pending: l.isPending,
-				onConfirm: () => {
-					x && l.mutate(x.id, { onSuccess: () => S(null) });
-				}
-			})
-		]
+			]
+		})
 	});
 }
 //#endregion
-export { Be as PortfoliosPage };
+export { Ue as PortfoliosPage };
 
 //# sourceMappingURL=PortfoliosPage.js.map