@burdenoff/microfe-brainyrich 2026.716.1 → 2026.720.1

package/dist/brainyrich/pages/ReportsPage.js

@@ -1,15 +1,14 @@
 import { useBrainyRich as e } from "../providers/BrainyRichProvider.js";
 import { tWithFallback as t } from "../utils/i18n.js";
-import { fetchAllAccounts as n, useAccounts as r, useAllTransactions as i, useGoalFundings as a, useGoals as o, useHouseholds as s, useNetWorthSummary as c } from "../hooks/useBrainyRichApi.js";
-import { DonutChart as l, FadeIn as u, GlassCard as d, ProgressRing as f, Sparkline as p, StatTile as m, TrendBars as h } from "../components/viz.js";
-import { EmptyState as g, ErrorState as _, LoadingState as v, SectionShell as ee, deltaToneClass as y, formatCompact as b, formatDate as x, formatMoney as S, statusBadgeVariant as C } from "./_shared.js";
-import { useMemo as w, useState as te } from "react";
-import { ChevronDown as ne, Download as re, FileText as T, Layers as E, Printer as ie, Receipt as D, Target as O, TrendingUp as k, Users as A, Wallet as j } from "lucide-react";
+import { fetchAllAccounts as n, fetchAllHoldings as r, useAccounts as i, useAllTransactions as a, useGoalFundings as o, useGoals as s, useHouseholds as c, useNetWorthSummary as l } from "../hooks/useBrainyRichApi.js";
+import { DonutChart as u, FadeIn as d, GlassCard as f, ProgressRing as p, Sparkline as m, StatTile as h, TrendBars as g } from "../components/viz.js";
+import { EmptyState as _, ErrorState as v, LoadingState as y, SectionShell as ee, deltaToneClass as b, formatCompact as x, formatDate as S, formatMoney as C, statusBadgeVariant as w } from "./_shared.js";
+import { useMemo as T, useState as te } from "react";
+import { ChevronDown as ne, Download as re, FileText as E, Layers as D, Printer as ie, Receipt as O, Target as k, TrendingUp as A, Users as j, Wallet as M } from "lucide-react";
 import { useI18n as ae } from "@burdenoff/fe-libs/shared/providers/shell/I18nProvider";
-import { useQuery as M } from "@tanstack/react-query";
-import { jsx as N, jsxs as P } from "react/jsx-runtime";
-import { Badge as F, Button as I, Card as L, CardContent as R, CardDescription as z, CardHeader as B, CardTitle as V, DropdownMenu as oe, DropdownMenuContent as se, DropdownMenuItem as H, DropdownMenuTrigger as ce, Skeleton as U, Table as W, TableBody as G, TableCell as K, TableHead as q, TableHeader as J, TableRow as Y, Tabs as le, TabsList as ue, TabsTrigger as X } from "@burdenoff/fe-libs/ui";
-import { graphqlFetch as de } from "@burdenoff/fe-libs/shared/graphql";
+import { useQuery as N } from "@tanstack/react-query";
+import { jsx as P, jsxs as F } from "react/jsx-runtime";
+import { Badge as I, Button as oe, Card as L, CardContent as R, CardDescription as z, CardHeader as B, CardTitle as V, DropdownMenu as se, DropdownMenuContent as ce, DropdownMenuItem as H, DropdownMenuTrigger as le, Skeleton as U, Table as W, TableBody as G, TableCell as K, TableHead as q, TableHeader as J, TableRow as Y, Tabs as ue, TabsList as de, TabsTrigger as X } from "@burdenoff/fe-libs/ui";
 //#region src/brainyrich/pages/ReportsPage.tsx
 var fe = {
 	EQUITY: "Equity",
@@ -128,9 +127,8 @@ function $(e, t) {
 function Se(e) {
 	return e.toLowerCase().replace(/[^a-z0-9]+/g, "-").replace(/^-+|-+$/g, "") || "household";
 }
-var Ce = "query BraReportHoldings($accountId: ID) {\n  braListHoldings(accountId: $accountId) {\n    id workspaceId accountId portfolioId symbol name assetClass quantity lastPrice\n    costBasis marketValue currency asOf createdAt updatedAt\n  }\n}";
-function we() {
-	let { apiGatewayUrl: t } = e(), r = M({
+function Ce() {
+	let { apiGatewayUrl: t } = e(), i = N({
 		queryKey: [
 			"brainyrich",
 			"holdings",
@@ -138,27 +136,17 @@ function we() {
 		],
 		queryFn: async () => {
 			let e = await n(t);
-			return (await Promise.all(e.map(async (e) => {
-				let n = await de({
-					gateway: "workspace",
-					baseUrl: t,
-					query: Ce,
-					variables: { accountId: e.id },
-					workspaceToken: !0
-				});
-				if (n.errors?.length) throw Error(n.errors[0]?.message ?? "Failed to load holdings");
-				return n.data?.braListHoldings ?? [];
-			}))).flat();
+			return (await Promise.all(e.map((e) => r(t, { accountId: e.id })))).flat();
 		}
 	});
 	return {
-		...r,
-		data: r.data ?? []
+		...i,
+		data: i.data ?? []
 	};
 }
-function Te() {
-	let { t: e } = ae(), n = (n, r, i) => t(e, n, r, i), [a, l] = te("networth"), [d, f] = te(), p = c(), h = we(), g = i(), _ = s(), v = p.data, y = v?.currency ?? "USD", b = _.data, C = d ?? b[0]?.id, T = b.find((e) => e.id === C), O = r({ householdId: C }), M = o({ householdId: C }), F = O.data, L = M.data, R = w(() => h.data.slice().sort((e, t) => t.marketValue - e.marketValue), [h.data]), z = w(() => g.data.slice().sort((e, t) => new Date(t.tradeDate).getTime() - new Date(e.tradeDate).getTime()), [g.data]), B = w(() => ve(z), [z]), V = w(() => new Set(F.map((e) => e.id)), [F]), U = w(() => R.filter((e) => V.has(e.accountId)).slice().sort((e, t) => t.marketValue - e.marketValue), [R, V]), W = w(() => z.filter((e) => V.has(e.accountId)), [z, V]), G = w(() => be(F, U), [F, U]), K = w(() => R.reduce((e, t) => e + (t.marketValue - t.costBasis), 0), [R]), q = () => {
-		if (a === "networth") {
+function we() {
+	let { t: e } = ae(), n = (n, r, i) => t(e, n, r, i), [r, o] = te("networth"), [u, f] = te(), p = l(), m = Ce(), g = a(), _ = c(), v = p.data, y = v?.currency ?? "USD", b = _.data, x = u ?? b[0]?.id, w = b.find((e) => e.id === x), E = i({ householdId: x }), k = s({ householdId: x }), N = E.data, I = k.data, L = T(() => m.data.slice().sort((e, t) => t.marketValue - e.marketValue), [m.data]), R = T(() => g.data.slice().sort((e, t) => new Date(t.tradeDate).getTime() - new Date(e.tradeDate).getTime()), [g.data]), z = T(() => ve(R), [R]), B = T(() => new Set(N.map((e) => e.id)), [N]), V = T(() => L.filter((e) => B.has(e.accountId)).slice().sort((e, t) => t.marketValue - e.marketValue), [L, B]), U = T(() => R.filter((e) => B.has(e.accountId)), [R, B]), W = T(() => be(N, V), [N, V]), G = T(() => L.reduce((e, t) => e + (t.marketValue - t.costBasis), 0), [L]), K = () => {
+		if (r === "networth") {
 			if (!v) return;
 			$("brainyrich-net-worth-statement.csv", Q([
 				"Metric",
@@ -193,7 +181,7 @@ function Te() {
 			]));
 			return;
 		}
-		if (a === "holdings") {
+		if (r === "holdings") {
 			$("brainyrich-holdings-schedule.csv", Q([
 				"Symbol",
 				"Name",
@@ -202,7 +190,7 @@ function Te() {
 				"Cost Basis",
 				"Market Value",
 				"Currency"
-			], R.map((e) => [
+			], L.map((e) => [
 				e.symbol,
 				e.name ?? "",
 				Z(e.assetClass),
@@ -213,9 +201,9 @@ function Te() {
 			])));
 			return;
 		}
-		if (a === "statement") {
-			if (!T) return;
-			let e = T.currency ?? y, t = [
+		if (r === "statement") {
+			if (!w) return;
+			let e = w.currency ?? y, t = [
 				"Section",
 				"Label",
 				"Amount",
@@ -224,41 +212,41 @@ function Te() {
 				[
 					"Summary",
 					"Net Worth",
-					G.netWorth,
+					W.netWorth,
 					e
 				],
 				[
 					"Summary",
 					"Invested Value",
-					G.invested,
+					W.invested,
 					e
 				],
 				[
 					"Summary",
 					"Cash & Liquidity",
-					G.cash,
+					W.cash,
 					e
 				],
-				...G.allocation.map((t) => [
+				...W.allocation.map((t) => [
 					"Allocation",
 					t.label,
 					t.value,
 					e
 				]),
-				...U.map((e) => [
+				...V.map((e) => [
 					"Holding",
 					`${e.symbol}${e.name ? ` — ${e.name}` : ""}`,
 					e.marketValue,
 					e.currency
 				]),
-				...L.map((e) => [
+				...I.map((e) => [
 					"Goal",
 					e.name,
 					e.targetAmount,
 					e.currency
 				])
 			];
-			$(`brainyrich-${Se(T.name)}-statement.csv`, Q(t, n));
+			$(`brainyrich-${Se(w.name)}-statement.csv`, Q(t, n));
 			return;
 		}
 		$("brainyrich-transaction-ledger.csv", Q([
@@ -270,8 +258,8 @@ function Te() {
 			"Amount",
 			"Fee",
 			"Currency"
-		], z.map((e) => [
-			x(e.tradeDate),
+		], R.map((e) => [
+			S(e.tradeDate),
 			e.type,
 			e.symbol ?? "",
 			e.quantity,
@@ -280,163 +268,163 @@ function Te() {
 			e.fee,
 			e.currency
 		])));
-	}, J = a === "networth" && (p.isLoading || !v) || a === "holdings" && (h.isLoading || R.length === 0) || a === "transactions" && (g.isLoading || z.length === 0) || a === "statement" && (!T || O.isLoading);
-	return /* @__PURE__ */ P(ee, {
+	}, q = r === "networth" && (p.isLoading || !v) || r === "holdings" && (m.isLoading || L.length === 0) || r === "transactions" && (g.isLoading || R.length === 0) || r === "statement" && (!w || E.isLoading);
+	return /* @__PURE__ */ F(ee, {
 		title: n("brainyrich.reports.title", "Reports & Statements"),
 		description: n("brainyrich.reports.description", "Generate statements directly from your live portfolio data — no fabricated schedules."),
-		actions: /* @__PURE__ */ P(oe, { children: [/* @__PURE__ */ N(ce, {
+		actions: /* @__PURE__ */ F(se, { children: [/* @__PURE__ */ P(le, {
 			asChild: !0,
-			children: /* @__PURE__ */ P(I, {
+			children: /* @__PURE__ */ F(oe, {
 				size: "sm",
-				disabled: J,
+				disabled: q,
 				"aria-label": n("brainyrich.reports.actions.export", "Print / Export"),
 				children: [
-					/* @__PURE__ */ N(re, {
+					/* @__PURE__ */ P(re, {
 						className: "size-4",
 						"aria-hidden": "true"
 					}),
 					n("brainyrich.reports.actions.export", "Print / Export"),
-					/* @__PURE__ */ N(ne, {
+					/* @__PURE__ */ P(ne, {
 						className: "size-4",
 						"aria-hidden": "true"
 					})
 				]
 			})
-		}), /* @__PURE__ */ P(se, {
+		}), /* @__PURE__ */ F(ce, {
 			align: "end",
-			children: [/* @__PURE__ */ P(H, {
-				onSelect: q,
-				children: [/* @__PURE__ */ N(re, {
+			children: [/* @__PURE__ */ F(H, {
+				onSelect: K,
+				children: [/* @__PURE__ */ P(re, {
 					className: "size-4",
 					"aria-hidden": "true"
 				}), n("brainyrich.reports.actions.downloadCsv", "Download CSV")]
-			}), /* @__PURE__ */ P(H, {
+			}), /* @__PURE__ */ F(H, {
 				onSelect: () => window.print(),
-				children: [/* @__PURE__ */ N(ie, {
+				children: [/* @__PURE__ */ P(ie, {
 					className: "size-4",
 					"aria-hidden": "true"
 				}), n("brainyrich.reports.actions.print", "Print statement")]
 			})]
 		})] }),
 		children: [
-			/* @__PURE__ */ N(u, { children: /* @__PURE__ */ P("div", {
+			/* @__PURE__ */ P(d, { children: /* @__PURE__ */ F("div", {
 				className: "grid gap-4 md:grid-cols-2 xl:grid-cols-4",
 				children: [
-					/* @__PURE__ */ N(m, {
+					/* @__PURE__ */ P(h, {
 						label: n("brainyrich.reports.kpis.netWorth", "Net Worth"),
-						value: v ? S(v.totalNetWorth, y) : "—",
-						spark: B.netSeries,
+						value: v ? C(v.totalNetWorth, y) : "—",
+						spark: z.netSeries,
 						glow: !0
 					}),
-					/* @__PURE__ */ N(m, {
+					/* @__PURE__ */ P(h, {
 						label: n("brainyrich.reports.kpis.marketValue", "Invested Value"),
-						value: v ? S(v.totalMarketValue, y) : "—",
-						icon: /* @__PURE__ */ N(k, {
+						value: v ? C(v.totalMarketValue, y) : "—",
+						icon: /* @__PURE__ */ P(A, {
 							className: "size-4",
 							"aria-hidden": "true"
 						})
 					}),
-					/* @__PURE__ */ N(m, {
+					/* @__PURE__ */ P(h, {
 						label: n("brainyrich.reports.kpis.holdings", "Holdings on Schedule"),
-						value: String(R.length),
-						icon: /* @__PURE__ */ N(E, {
+						value: String(L.length),
+						icon: /* @__PURE__ */ P(D, {
 							className: "size-4",
 							"aria-hidden": "true"
 						})
 					}),
-					/* @__PURE__ */ N(m, {
+					/* @__PURE__ */ P(h, {
 						label: n("brainyrich.reports.kpis.transactions", "Ledger Entries"),
-						value: String(z.length),
-						icon: /* @__PURE__ */ N(D, {
+						value: String(R.length),
+						icon: /* @__PURE__ */ P(O, {
 							className: "size-4",
 							"aria-hidden": "true"
 						})
 					})
 				]
 			}) }),
-			/* @__PURE__ */ N(le, {
-				value: a,
-				onValueChange: (e) => l(e),
-				children: /* @__PURE__ */ P(ue, { children: [
-					/* @__PURE__ */ P(X, {
+			/* @__PURE__ */ P(ue, {
+				value: r,
+				onValueChange: (e) => o(e),
+				children: /* @__PURE__ */ F(de, { children: [
+					/* @__PURE__ */ F(X, {
 						value: "networth",
-						children: [/* @__PURE__ */ N(j, {
+						children: [/* @__PURE__ */ P(M, {
 							className: "size-4",
 							"aria-hidden": "true"
 						}), n("brainyrich.reports.tabs.netWorth", "Net Worth")]
 					}),
-					/* @__PURE__ */ P(X, {
+					/* @__PURE__ */ F(X, {
 						value: "holdings",
-						children: [/* @__PURE__ */ N(E, {
+						children: [/* @__PURE__ */ P(D, {
 							className: "size-4",
 							"aria-hidden": "true"
 						}), n("brainyrich.reports.tabs.holdings", "Holdings")]
 					}),
-					/* @__PURE__ */ P(X, {
+					/* @__PURE__ */ F(X, {
 						value: "transactions",
-						children: [/* @__PURE__ */ N(D, {
+						children: [/* @__PURE__ */ P(O, {
 							className: "size-4",
 							"aria-hidden": "true"
 						}), n("brainyrich.reports.tabs.ledger", "Ledger")]
 					}),
-					/* @__PURE__ */ P(X, {
+					/* @__PURE__ */ F(X, {
 						value: "statement",
-						children: [/* @__PURE__ */ N(A, {
+						children: [/* @__PURE__ */ P(j, {
 							className: "size-4",
 							"aria-hidden": "true"
 						}), n("brainyrich.reports.tabs.statement", "Client Statement")]
 					})
 				] })
 			}),
-			a === "networth" ? /* @__PURE__ */ N(Ee, {
+			r === "networth" ? /* @__PURE__ */ P(Te, {
 				query: p,
-				cashflow: B.bars,
-				netSeries: B.netSeries,
+				cashflow: z.bars,
+				netSeries: z.netSeries,
 				translate: n
-			}) : a === "holdings" ? /* @__PURE__ */ N(De, {
-				query: h,
-				holdings: R,
-				unrealized: K,
+			}) : r === "holdings" ? /* @__PURE__ */ P(Ee, {
+				query: m,
+				holdings: L,
+				unrealized: G,
 				translate: n
-			}) : a === "transactions" ? /* @__PURE__ */ N(Oe, {
+			}) : r === "transactions" ? /* @__PURE__ */ P(De, {
 				query: g,
-				transactions: z,
-				cashflow: B.bars,
+				transactions: R,
+				cashflow: z.bars,
 				currency: y,
 				translate: n
-			}) : /* @__PURE__ */ N(ke, {
+			}) : /* @__PURE__ */ P(Oe, {
 				householdsQuery: _,
 				households: b,
-				activeHousehold: T,
+				activeHousehold: w,
 				onSelect: f,
-				accountsQuery: O,
-				goals: L,
-				holdings: U,
-				transactions: W,
-				statement: G,
+				accountsQuery: E,
+				goals: I,
+				holdings: V,
+				transactions: U,
+				statement: W,
 				translate: n
 			})
 		]
 	});
 }
-function Ee({ query: e, cashflow: t, netSeries: n, translate: r }) {
-	let i = e.data, a = i?.currency ?? "USD", o = w(() => i ? i.byAssetClass.slice().sort((e, t) => t.marketValue - e.marketValue).map((e) => ({
+function Te({ query: e, cashflow: t, netSeries: n, translate: r }) {
+	let i = e.data, a = i?.currency ?? "USD", o = T(() => i ? i.byAssetClass.slice().sort((e, t) => t.marketValue - e.marketValue).map((e) => ({
 		label: Z(e.assetClass),
 		value: e.marketValue,
 		tone: pe[e.assetClass]
 	})) : [], [i]);
-	if (e.isLoading) return /* @__PURE__ */ N(L, { children: /* @__PURE__ */ N(R, {
+	if (e.isLoading) return /* @__PURE__ */ P(L, { children: /* @__PURE__ */ P(R, {
 		className: "p-6",
-		children: /* @__PURE__ */ N(v, { rows: 3 })
+		children: /* @__PURE__ */ P(y, { rows: 3 })
 	}) });
-	if (e.isError) return /* @__PURE__ */ N(L, { children: /* @__PURE__ */ N(R, {
+	if (e.isError) return /* @__PURE__ */ P(L, { children: /* @__PURE__ */ P(R, {
 		className: "p-6",
-		children: /* @__PURE__ */ N(_, { onRetry: () => e.refetch() })
+		children: /* @__PURE__ */ P(v, { onRetry: () => e.refetch() })
 	}) });
-	if (!i) return /* @__PURE__ */ N(L, { children: /* @__PURE__ */ N(R, {
+	if (!i) return /* @__PURE__ */ P(L, { children: /* @__PURE__ */ P(R, {
 		className: "p-6",
-		children: /* @__PURE__ */ N(g, {
-			icon: /* @__PURE__ */ N(j, {
+		children: /* @__PURE__ */ P(_, {
+			icon: /* @__PURE__ */ P(M, {
 				className: "size-6",
 				"aria-hidden": "true"
 			}),
@@ -444,17 +432,17 @@ function Ee({ query: e, cashflow: t, netSeries: n, translate: r }) {
 			description: r("brainyrich.reports.netWorth.emptyDesc", "Link an account and add holdings to generate a net-worth statement.")
 		})
 	}) });
-	let s = r("brainyrich.reports.netWorth.asOf", "as of {date}", { date: x((/* @__PURE__ */ new Date()).toISOString()) });
-	return /* @__PURE__ */ P("div", {
+	let s = r("brainyrich.reports.netWorth.asOf", "as of {date}", { date: S((/* @__PURE__ */ new Date()).toISOString()) });
+	return /* @__PURE__ */ F("div", {
 		className: "space-y-6",
 		children: [
-			/* @__PURE__ */ P("div", {
+			/* @__PURE__ */ F("div", {
 				className: "grid gap-6 lg:grid-cols-[1.1fr_1fr]",
-				children: [/* @__PURE__ */ N(u, { children: /* @__PURE__ */ P(d, {
+				children: [/* @__PURE__ */ P(d, { children: /* @__PURE__ */ F(f, {
 					glow: !0,
 					className: "h-full",
 					children: [
-						/* @__PURE__ */ P("p", {
+						/* @__PURE__ */ F("p", {
 							className: "text-xs font-medium uppercase tracking-wide text-text-secondary",
 							children: [
 								r("brainyrich.reports.netWorth.title", "Net Worth Statement"),
@@ -462,205 +450,205 @@ function Ee({ query: e, cashflow: t, netSeries: n, translate: r }) {
 								s
 							]
 						}),
-						/* @__PURE__ */ N("p", {
+						/* @__PURE__ */ P("p", {
 							className: "mt-2 text-4xl font-semibold tracking-tight text-text-primary",
-							children: S(i.totalNetWorth, a)
+							children: C(i.totalNetWorth, a)
 						}),
-						/* @__PURE__ */ P("div", {
+						/* @__PURE__ */ F("div", {
 							className: "mt-3 flex flex-wrap gap-2",
 							children: [
-								/* @__PURE__ */ P("span", {
+								/* @__PURE__ */ F("span", {
 									className: "inline-flex items-center gap-1 rounded-full bg-bg-sunken px-2.5 py-1 text-xs text-text-secondary",
-									children: [r("brainyrich.reports.netWorth.invested", "Invested"), /* @__PURE__ */ N("span", {
+									children: [r("brainyrich.reports.netWorth.invested", "Invested"), /* @__PURE__ */ P("span", {
 										className: "font-medium text-text-primary",
-										children: S(i.totalMarketValue, a)
+										children: C(i.totalMarketValue, a)
 									})]
 								}),
-								/* @__PURE__ */ P("span", {
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 //#endregion
-export { Te as ReportsPage };
+export { we as ReportsPage };
 
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