@burdenoff/microfe-brainyrich 2026.706.4 → 2026.713.1

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

@@ -1 +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 ? (\n              <div className=\"w-28 shrink-0\">\n                <DonutChart\n                  data={donut}\n                  legend={false}\n                  height={112}\n                  centerValue={top ? formatPct(top.value, 0) : undefined}\n                  centerLabel={top?.label}\n                  valueFormatter={(v) => formatPct(v, 0)}\n                />\n              </div>\n            ) : (\n              <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\">\n                No target\n                <br />\n                allocation\n              </div>\n            )}\n            <div className=\"min-w-0 space-y-2\">\n              <div className=\"flex flex-wrap items-center gap-1.5\">\n                <Badge variant=\"outline\">{p.baseCurrency}</Badge>\n                <Badge variant=\"secondary\">Drift ≤ {formatPct(p.driftThresholdPct)}</Badge>\n              </div>\n              {donut.length > 0 ? (\n                <ul className=\"space-y-1\" aria-label=\"Target allocation\">\n                  {donut.slice(0, 3).map((d) => (\n                    <li key={d.label} className=\"flex items-center gap-1.5 text-xs\">\n                      <span className=\"truncate text-text-secondary\">{d.label}</span>\n                      <span className=\"ml-auto font-medium tabular-nums text-text-primary\">\n                        {formatPct(d.value, 0)}\n                      </span>\n                    </li>\n                  ))}\n                </ul>\n              ) : null}\n              {tags.length > 0 ? (\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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+{"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 { hapticSuccess, showToast } from '../utils/nativeControls';\nimport { useTrackBrainyRichPageView } from '../hooks/useBrainyRichAnalytics';\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        {\n          onSuccess: () => {\n            hapticSuccess();\n            void showToast('Portfolio saved');\n            onOpenChange(false);\n          },\n        }\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        {\n          onSuccess: () => {\n            hapticSuccess();\n            void showToast('Portfolio created');\n            onOpenChange(false);\n          },\n        }\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        {\n          onSuccess: () => {\n            hapticSuccess();\n            void showToast('Holding saved');\n            onOpenChange(false);\n          },\n        }\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        {\n          onSuccess: () => {\n            hapticSuccess();\n            void showToast('Holding added');\n            onOpenChange(false);\n          },\n        }\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              {/* Tags */}\n              <Card>\n                <CardContent className=\"p-4\">\n                  <TagField entityType=\"brainyrich-portfolio\" entityId={portfolio.id} />\n                </CardContent>\n              </Card>\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 ? (\n              <div className=\"w-28 shrink-0\">\n                <DonutChart\n                  data={donut}\n                  legend={false}\n                  height={112}\n                  centerValue={top ? formatPct(top.value, 0) : undefined}\n                  centerLabel={top?.label}\n                  valueFormatter={(v) => formatPct(v, 0)}\n                />\n              </div>\n            ) : (\n              <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\">\n                No target\n                <br />\n                allocation\n              </div>\n            )}\n            <div className=\"min-w-0 space-y-2\">\n              <div className=\"flex flex-wrap items-center gap-1.5\">\n                <Badge variant=\"outline\">{p.baseCurrency}</Badge>\n                <Badge variant=\"secondary\">Drift ≤ {formatPct(p.driftThresholdPct)}</Badge>\n              </div>\n              {donut.length > 0 ? (\n                <ul className=\"space-y-1\" aria-label=\"Target allocation\">\n                  {donut.slice(0, 3).map((d) => (\n                    <li key={d.label} className=\"flex items-center gap-1.5 text-xs\">\n                      <span className=\"truncate text-text-secondary\">{d.label}</span>\n                      <span className=\"ml-auto font-medium tabular-nums text-text-primary\">\n                        {formatPct(d.value, 0)}\n                      </span>\n                    </li>\n                  ))}\n                </ul>\n              ) : null}\n              {tags.length > 0 ? (\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  useTrackBrainyRichPageView('brainyrich.portfolios.viewed');\n\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    <div data-tour=\"brainyrich-page-portfolios\" className=\"contents\">\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\n          open={formOpen}\n          onOpenChange={setFormOpen}\n          editing={editingPortfolio}\n        />\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: () => {\n                hapticSuccess();\n                void showToast('Portfolio archived');\n                setPortfolioToArchive(null);\n              },\n            });\n          }}\n        />\n      </SectionShell>\n    </div>\n  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package/dist/brainyrich/pages/ReportsPage.d.ts

@@ -0,0 +1,2 @@
+export declare function ReportsPage(): import("react/jsx-runtime").JSX.Element;
+//# sourceMappingURL=ReportsPage.d.ts.map

package/dist/brainyrich/pages/ReportsPage.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"ReportsPage.d.ts","sourceRoot":"","sources":["../../../src/brainyrich/pages/ReportsPage.tsx"],"names":[],"mappings":"AAgUA,wBAAgB,WAAW,4CAgS1B"}

package/dist/brainyrich/pages/RiskPage.d.ts

@@ -0,0 +1,2 @@
+export declare function RiskPage(): import("react/jsx-runtime").JSX.Element;
+//# sourceMappingURL=RiskPage.d.ts.map

package/dist/brainyrich/pages/RiskPage.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"RiskPage.d.ts","sourceRoot":"","sources":["../../../src/brainyrich/pages/RiskPage.tsx"],"names":[],"mappings":"AAqPA,wBAAgB,QAAQ,4CA2lBvB"}

package/dist/brainyrich/pages/TaxPage.d.ts

@@ -0,0 +1,2 @@
+export declare function TaxPage(): import("react/jsx-runtime").JSX.Element;
+//# sourceMappingURL=TaxPage.d.ts.map

package/dist/brainyrich/pages/TaxPage.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"TaxPage.d.ts","sourceRoot":"","sources":["../../../src/brainyrich/pages/TaxPage.tsx"],"names":[],"mappings":"AAmKA,wBAAgB,OAAO,4CA6mBtB"}

package/dist/brainyrich/pages/_shared.d.ts

@@ -0,0 +1,77 @@
+import { ReactNode } from 'react';
+
+/** USD currency, no cents. Pass a currency code to override. */
+export declare function formatMoney(value: number, currency?: string): string;
+/** Compact money/number, e.g. 1.2M, 950K. */
+export declare function formatCompact(value: number, currency?: string): string;
+/** Percentage from a whole-number percent (e.g. 12.5 → "12.5%"). */
+export declare function formatPct(value: number | null | undefined, fractionDigits?: number): string;
+/**
+ * Guarded date formatter. Only wraps a present ISO string in `new Date()` at
+ * render time — never calls `.getTime()` on a raw scalar and never `new Date(0)`.
+ * Returns an em-dash for absent/invalid values.
+ */
+export declare function formatDate(iso?: string | null): string;
+/**
+ * Map a domain status/severity string to a shadcn Badge variant. Accepts the
+ * Bra* enum members (ACTIVE, AT_RISK, HIGH, …) case-insensitively so pages can
+ * pass raw enum values.
+ */
+export declare function statusBadgeVariant(status: string): 'default' | 'secondary' | 'destructive' | 'outline';
+/** Semantic text-color token for a signed delta (color is never the only signal). */
+export declare function deltaToneClass(value: number): string;
+interface SectionShellProps {
+    title: string;
+    description: string;
+    actionLabel?: string;
+    onAction?: () => void;
+    actions?: ReactNode;
+    badges?: string[];
+    children: ReactNode;
+}
+export declare function SectionShell({ title, description, actionLabel, onAction, actions, badges, children, }: SectionShellProps): import("react/jsx-runtime").JSX.Element;
+export interface KpiItem {
+    label: string;
+    value: string;
+    /** Optional signed delta rendered as a DeltaBadge (icon + sign + color). */
+    delta?: number;
+    /** Optional free-text trend line (neutral tone unless deltaTone provided). */
+    trend?: string;
+    deltaTone?: 'positive' | 'negative' | 'neutral';
+}
+export declare function KpiGrid({ items }: {
+    items: KpiItem[];
+}): import("react/jsx-runtime").JSX.Element;
+export declare function DeltaBadge({ value, suffix, className, }: {
+    value: number;
+    suffix?: string;
+    className?: string;
+}): import("react/jsx-runtime").JSX.Element;
+export type AllocationTone = 'default' | 'positive' | 'negative' | 'warning' | 'accent';
+export interface AllocationDatum {
+    label: string;
+    /** Percentage 0–100 for the bar width. */
+    value: number;
+    tone?: AllocationTone;
+    /** Optional right-aligned caption (e.g. formatted money). Defaults to the %. */
+    caption?: string;
+}
+export declare function AllocationBars({ data }: {
+    data: AllocationDatum[];
+}): import("react/jsx-runtime").JSX.Element;
+export declare function EmptyState({ icon, title, description, action, }: {
+    icon?: ReactNode;
+    title: string;
+    description?: string;
+    action?: ReactNode;
+}): import("react/jsx-runtime").JSX.Element;
+export declare function LoadingState({ rows }: {
+    rows?: number;
+}): import("react/jsx-runtime").JSX.Element;
+export declare function ErrorState({ title, description, onRetry, }: {
+    title?: string;
+    description?: string;
+    onRetry?: () => void;
+}): import("react/jsx-runtime").JSX.Element;
+export {};
+//# sourceMappingURL=_shared.d.ts.map

package/dist/brainyrich/pages/_shared.d.ts.map

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package/dist/brainyrich/providers/BrainyRichProvider.d.ts

@@ -0,0 +1,6 @@
+import { FC, PropsWithChildren } from 'react';
+import { BrainyRichRootProps } from '../types';
+
+export declare const useBrainyRich: () => BrainyRichRootProps;
+export declare const BrainyRichProvider: FC<PropsWithChildren<BrainyRichRootProps>>;
+//# sourceMappingURL=BrainyRichProvider.d.ts.map

package/dist/brainyrich/providers/BrainyRichProvider.d.ts.map

@@ -0,0 +1 @@
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package/dist/brainyrich/services/createSandboxAssistantTransport.d.ts

@@ -0,0 +1,24 @@
+/**
+ * brainyrich adapter for the shared fe-libs AssistantWidget transport.
+ *
+ * The sandbox lifecycle + poll/stream loop now lives in
+ * `@burdenoff/fe-libs/shared/assistant` (one implementation for all products);
+ * this is a thin wrapper. The exported name/shape are unchanged so app-shell
+ * imports don't move. The public return type is a LOCALLY-declared structural
+ * mirror — never re-export fe-libs types (vite-plugin-dts path rewriting).
+ */
+interface AssistantSendArgs {
+    prompt: string;
+    onProgress: (partialText: string) => void;
+    signal: AbortSignal;
+}
+export interface AssistantTransport {
+    sendPrompt: (args: AssistantSendArgs) => Promise<{
+        text: string;
+    }>;
+    prewarm?: (level?: 'probe' | 'full') => void;
+    suspend?: () => void;
+}
+export declare function useSandboxAssistantTransport(): AssistantTransport;
+export {};
+//# sourceMappingURL=createSandboxAssistantTransport.d.ts.map

package/dist/brainyrich/services/createSandboxAssistantTransport.d.ts.map

@@ -0,0 +1 @@
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package/dist/brainyrich/services/createSandboxAssistantTransport.js

@@ -0,0 +1,14 @@
+import { gatherPageContext as e } from "../utils/pageContext.js";
+import { useSandboxAssistantTransport as t } from "@burdenoff/fe-libs/shared/assistant";
+//#region src/brainyrich/services/createSandboxAssistantTransport.ts
+function n() {
+	return t({
+		product: "brainyrich",
+		gatherPageContext: e,
+		enableCredits: !0
+	});
+}
+//#endregion
+export { n as useSandboxAssistantTransport };
+
+//# sourceMappingURL=createSandboxAssistantTransport.js.map

package/dist/brainyrich/services/createSandboxAssistantTransport.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"createSandboxAssistantTransport.js","names":[],"sources":["../../../src/brainyrich/services/createSandboxAssistantTransport.ts"],"sourcesContent":["/**\n * brainyrich adapter for the shared fe-libs AssistantWidget transport.\n *\n * The sandbox lifecycle + poll/stream loop now lives in\n * `@burdenoff/fe-libs/shared/assistant` (one implementation for all products);\n * this is a thin wrapper. The exported name/shape are unchanged so app-shell\n * imports don't move. The public return type is a LOCALLY-declared structural\n * mirror — never re-export fe-libs types (vite-plugin-dts path rewriting).\n */\n\nimport { useSandboxAssistantTransport as useSharedTransport } from '@burdenoff/fe-libs/shared/assistant';\nimport { gatherPageContext } from '../utils/pageContext';\n\ninterface AssistantSendArgs {\n  prompt: string;\n  onProgress: (partialText: string) => void;\n  signal: AbortSignal;\n}\n\nexport interface AssistantTransport {\n  sendPrompt: (args: AssistantSendArgs) => Promise<{ text: string }>;\n  prewarm?: (level?: 'probe' | 'full') => void;\n  suspend?: () => void;\n}\n\nexport function useSandboxAssistantTransport(): AssistantTransport {\n  return useSharedTransport({\n    product: 'brainyrich',\n    gatherPageContext: gatherPageContext,\n    enableCredits: true,\n  });\n}\n"],"mappings":";;;AAyBA,SAAgB,IAAmD;AACjE,QAAO,EAAmB;EACxB,SAAS;EACU;EACnB,eAAe;EAChB,CAAC"}