@burdenoff/microfe-brainyrich 2026.731.2 → 2026.731.4

package/dist/brainyrich/pages/ReportsPage.js

@@ -1,16 +1,16 @@
 import { useBrainyRich as e } from "../providers/BrainyRichProvider.js";
 import { tWithFallback as t } from "../utils/i18n.js";
-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 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";
+import { fetchAllAccounts as n, fetchAllHoldings as r, useAccounts as i, useAllTransactions as a, useCreateScheduledReport as o, useDownloadReportRunPdf as s, useGenerateReportNow as c, useGoalFundings as l, useGoals as u, useHouseholds as d, useMyAdvisorBranding as f, useNetWorthSummary as ee, useReportRuns as p, useScheduledReports as te, useSetScheduledReportStatus as m, useUpsertMyAdvisorBranding as h } from "../hooks/useBrainyRichApi.js";
+import { DonutChart as g, FadeIn as _, GlassCard as v, ProgressRing as y, Sparkline as b, StatTile as x, TrendBars as S } from "../components/viz.js";
+import { EmptyState as C, ErrorState as w, LoadingState as T, SectionShell as ne, deltaToneClass as E, formatCompact as D, formatDate as O, formatMoney as k, statusBadgeVariant as A } from "./_shared.js";
+import { useMemo as j, useState as M } from "react";
+import { CalendarClock as re, ChevronDown as ie, Download as ae, FileText as N, Layers as oe, Palette as se, Pause as P, Play as ce, Plus as le, Printer as ue, Receipt as de, Sparkles as fe, Target as pe, TrendingUp as me, Users as he, Wallet as ge } from "lucide-react";
+import { useI18n as _e } from "@burdenoff/fe-libs/shared/providers/shell/I18nProvider";
+import { useQuery as ve } from "@tanstack/react-query";
+import { jsx as F, jsxs as I } from "react/jsx-runtime";
+import { Badge as L, Button as R, Card as z, CardContent as B, CardDescription as V, CardHeader as H, CardTitle as U, Dialog as ye, DialogClose as be, DialogContent as xe, DialogDescription as Se, DialogFooter as Ce, DialogHeader as we, DialogTitle as Te, DropdownMenu as Ee, DropdownMenuContent as De, DropdownMenuItem as Oe, DropdownMenuTrigger as ke, Input as Ae, Label as W, Select as je, SelectContent as Me, SelectItem as Ne, SelectTrigger as Pe, SelectValue as Fe, Skeleton as Ie, Table as G, TableBody as K, TableCell as q, TableHead as J, TableHeader as Y, TableRow as X, Tabs as Le, TabsList as Re, TabsTrigger as Z, Textarea as ze } from "@burdenoff/fe-libs/ui";
 //#region src/brainyrich/pages/ReportsPage.tsx
-var fe = {
+var Be = {
 	EQUITY: "Equity",
 	FIXED_INCOME: "Fixed Income",
 	CASH: "Cash",
@@ -18,7 +18,7 @@ var fe = {
 	COMMODITY: "Commodity",
 	CRYPTO: "Crypto",
 	ALTERNATIVE: "Alternatives"
-}, pe = {
+}, Ve = {
 	EQUITY: "brand",
 	FIXED_INCOME: "blue",
 	CASH: "teal",
@@ -27,42 +27,42 @@ var fe = {
 	CRYPTO: "purple",
 	ALTERNATIVE: "info"
 };
-function Z(e) {
-	return fe[e] ?? e.replace(/_/g, " ");
+function Q(e) {
+	return Be[e] ?? e.replace(/_/g, " ");
 }
-var me = [
+var He = [
 	"DEPOSIT",
 	"DIVIDEND",
 	"INTEREST",
 	"SELL"
-], he = [
+], Ue = [
 	"WITHDRAWAL",
 	"FEE",
 	"BUY"
 ];
-function ge(e) {
+function We(e) {
 	let t = new Date(e);
 	return Number.isNaN(t.getTime()) ? null : `${t.getFullYear()}-${String(t.getMonth() + 1).padStart(2, "0")}`;
 }
-function _e(e) {
+function Ge(e) {
 	let [t, n] = e.split("-").map(Number);
 	return new Intl.DateTimeFormat("en-US", { month: "short" }).format(new Date(t, n - 1, 1));
 }
-function ve(e, t = 6) {
+function Ke(e, t = 6) {
 	let n = /* @__PURE__ */ new Map();
 	for (let t of e) {
-		let e = ge(t.tradeDate);
+		let e = We(t.tradeDate);
 		if (!e) continue;
 		let r = n.get(e) ?? {
 			inflow: 0,
 			outflow: 0
 		}, i = Math.abs(t.amount);
-		me.includes(t.type) ? r.inflow += i : he.includes(t.type) && (r.outflow += i), n.set(e, r);
+		He.includes(t.type) ? r.inflow += i : Ue.includes(t.type) && (r.outflow += i), n.set(e, r);
 	}
 	let r = Array.from(n.keys()).sort().slice(-t), i = r.map((e) => {
 		let t = n.get(e);
 		return {
-			label: _e(e),
+			label: Ge(e),
 			inflow: t.inflow,
 			outflow: t.outflow
 		};
@@ -75,11 +75,11 @@ function ve(e, t = 6) {
 		})
 	};
 }
-function ye(e) {
+function qe(e) {
 	let t = 0, n = 0;
 	for (let r of e) {
 		let e = Math.abs(r.amount);
-		me.includes(r.type) ? t += e : he.includes(r.type) && (n += e);
+		He.includes(r.type) ? t += e : Ue.includes(r.type) && (n += e);
 	}
 	return {
 		inflow: t,
@@ -87,15 +87,15 @@ function ye(e) {
 		net: t - n
 	};
 }
-function be(e, t) {
+function Je(e, t) {
 	let n = /* @__PURE__ */ new Map(), r = 0;
 	for (let t of e) n.set(t.id, t.cashBalance), r += t.cashBalance;
 	let i = 0, a = /* @__PURE__ */ new Map();
 	for (let e of t) i += e.marketValue, a.set(e.assetClass, (a.get(e.assetClass) ?? 0) + e.marketValue), n.set(e.accountId, (n.get(e.accountId) ?? 0) + e.marketValue);
 	let o = Array.from(a.entries()).sort((e, t) => t[1] - e[1]).map(([e, t]) => ({
-		label: Z(e),
+		label: Q(e),
 		value: t,
-		tone: pe[e]
+		tone: Ve[e]
 	}));
 	return {
 		netWorth: r + i,
@@ -105,7 +105,7 @@ function be(e, t) {
 		accountValues: n
 	};
 }
-function xe(e) {
+function Ye(e) {
 	switch (e) {
 		case "AHEAD": return "success";
 		case "BEHIND": return "warning";
@@ -113,7 +113,7 @@ function xe(e) {
 		default: return "brand";
 	}
 }
-function Q(e, t) {
+function Xe(e, t) {
 	let n = (e) => {
 		let t = String(e ?? "");
 		return /[",\n]/.test(t) ? `"${t.replace(/"/g, "\"\"")}"` : t;
@@ -124,11 +124,11 @@ function $(e, t) {
 	let n = new Blob([t], { type: "text/csv;charset=utf-8;" }), r = URL.createObjectURL(n), i = document.createElement("a");
 	i.href = r, i.download = e, document.body.appendChild(i), i.click(), document.body.removeChild(i), URL.revokeObjectURL(r);
 }
-function Se(e) {
+function Ze(e) {
 	return e.toLowerCase().replace(/[^a-z0-9]+/g, "-").replace(/^-+|-+$/g, "") || "household";
 }
-function Ce() {
-	let { apiGatewayUrl: t } = e(), i = N({
+function Qe() {
+	let { apiGatewayUrl: t } = e(), i = ve({
 		queryKey: [
 			"brainyrich",
 			"holdings",
@@ -144,45 +144,45 @@ function Ce() {
 		data: i.data ?? []
 	};
 }
-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 = () => {
+function $e() {
+	let { t: e } = _e(), n = (n, r, i) => t(e, n, r, i), [r, o] = M("networth"), [s, c] = M(), l = ee(), f = Qe(), p = a(), te = d(), m = l.data, h = m?.currency ?? "USD", g = te.data, v = s ?? g[0]?.id, y = g.find((e) => e.id === v), b = i({ householdId: v }), S = u({ householdId: v }), C = b.data, w = S.data, T = j(() => f.data.slice().sort((e, t) => t.marketValue - e.marketValue), [f.data]), E = j(() => p.data.slice().sort((e, t) => new Date(t.tradeDate).getTime() - new Date(e.tradeDate).getTime()), [p.data]), D = j(() => Ke(E), [E]), A = j(() => new Set(C.map((e) => e.id)), [C]), N = j(() => T.filter((e) => A.has(e.accountId)).slice().sort((e, t) => t.marketValue - e.marketValue), [T, A]), se = j(() => E.filter((e) => A.has(e.accountId)), [E, A]), P = j(() => Je(C, N), [C, N]), ce = j(() => T.reduce((e, t) => e + (t.marketValue - t.costBasis), 0), [T]), le = () => {
 		if (r === "networth") {
-			if (!v) return;
-			$("brainyrich-net-worth-statement.csv", Q([
+			if (!m) return;
+			$("brainyrich-net-worth-statement.csv", Xe([
 				"Metric",
 				"Amount",
 				"Currency"
 			], [
 				[
 					"Total Net Worth",
-					v.totalNetWorth,
-					y
+					m.totalNetWorth,
+					h
 				],
 				[
 					"Total Market Value",
-					v.totalMarketValue,
-					y
+					m.totalMarketValue,
+					h
 				],
 				[
 					"Total Cash",
-					v.totalCash,
-					y
+					m.totalCash,
+					h
 				],
 				[
 					"Account Count",
-					v.accountCount,
+					m.accountCount,
 					""
 				],
-				...v.byAssetClass.map((e) => [
-					`Asset Class: ${Z(e.assetClass)}`,
+				...m.byAssetClass.map((e) => [
+					`Asset Class: ${Q(e.assetClass)}`,
 					e.marketValue,
-					y
+					h
 				])
 			]));
 			return;
 		}
 		if (r === "holdings") {
-			$("brainyrich-holdings-schedule.csv", Q([
+			$("brainyrich-holdings-schedule.csv", Xe([
 				"Symbol",
 				"Name",
 				"Asset Class",
@@ -190,10 +190,10 @@ function we() {
 				"Cost Basis",
 				"Market Value",
 				"Currency"
-			], L.map((e) => [
+			], T.map((e) => [
 				e.symbol,
 				e.name ?? "",
-				Z(e.assetClass),
+				Q(e.assetClass),
 				e.quantity,
 				e.costBasis,
 				e.marketValue,
@@ -202,8 +202,8 @@ function we() {
 			return;
 		}
 		if (r === "statement") {
-			if (!w) return;
-			let e = w.currency ?? y, t = [
+			if (!y) return;
+			let e = y.currency ?? h, t = [
 				"Section",
 				"Label",
 				"Amount",
@@ -212,44 +212,44 @@ function we() {
 				[
 					"Summary",
 					"Net Worth",
-					W.netWorth,
+					P.netWorth,
 					e
 				],
 				[
 					"Summary",
 					"Invested Value",
-					W.invested,
+					P.invested,
 					e
 				],
 				[
 					"Summary",
 					"Cash & Liquidity",
-					W.cash,
+					P.cash,
 					e
 				],
-				...W.allocation.map((t) => [
+				...P.allocation.map((t) => [
 					"Allocation",
 					t.label,
 					t.value,
 					e
 				]),
-				...V.map((e) => [
+				...N.map((e) => [
 					"Holding",
 					`${e.symbol}${e.name ? ` — ${e.name}` : ""}`,
 					e.marketValue,
 					e.currency
 				]),
-				...I.map((e) => [
+				...w.map((e) => [
 					"Goal",
 					e.name,
 					e.targetAmount,
 					e.currency
 				])
 			];
-			$(`brainyrich-${Se(w.name)}-statement.csv`, Q(t, n));
+			$(`brainyrich-${Ze(y.name)}-statement.csv`, Xe(t, n));
 			return;
 		}
-		$("brainyrich-transaction-ledger.csv", Q([
+		$("brainyrich-transaction-ledger.csv", Xe([
 			"Trade Date",
 			"Type",
 			"Symbol",
@@ -258,8 +258,8 @@ function we() {
 			"Amount",
 			"Fee",
 			"Currency"
-		], R.map((e) => [
-			S(e.tradeDate),
+		], E.map((e) => [
+			O(e.tradeDate),
 			e.type,
 			e.symbol ?? "",
 			e.quantity,
@@ -268,163 +268,438 @@ function we() {
 			e.fee,
 			e.currency
 		])));
-	}, 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, {
+	}, fe = r === "networth" && (l.isLoading || !m) || r === "holdings" && (f.isLoading || T.length === 0) || r === "transactions" && (p.isLoading || E.length === 0) || r === "statement" && (!y || b.isLoading);
+	return /* @__PURE__ */ I(ne, {
 		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__ */ F(se, { children: [/* @__PURE__ */ P(le, {
+		actions: /* @__PURE__ */ I(Ee, { children: [/* @__PURE__ */ F(ke, {
 			asChild: !0,
-			children: /* @__PURE__ */ F(oe, {
+			children: /* @__PURE__ */ I(R, {
 				size: "sm",
-				disabled: q,
+				disabled: fe,
 				"aria-label": n("brainyrich.reports.actions.export", "Print / Export"),
 				children: [
-					/* @__PURE__ */ P(re, {
+					/* @__PURE__ */ F(ae, {
 						className: "size-4",
 						"aria-hidden": "true"
 					}),
 					n("brainyrich.reports.actions.export", "Print / Export"),
-					/* @__PURE__ */ P(ne, {
+					/* @__PURE__ */ F(ie, {
 						className: "size-4",
 						"aria-hidden": "true"
 					})
 				]
 			})
-		}), /* @__PURE__ */ F(ce, {
+		}), /* @__PURE__ */ I(De, {
 			align: "end",
-			children: [/* @__PURE__ */ F(H, {
-				onSelect: K,
-				children: [/* @__PURE__ */ P(re, {
+			children: [/* @__PURE__ */ I(Oe, {
+				onSelect: le,
+				children: [/* @__PURE__ */ F(ae, {
 					className: "size-4",
 					"aria-hidden": "true"
 				}), n("brainyrich.reports.actions.downloadCsv", "Download CSV")]
-			}), /* @__PURE__ */ F(H, {
+			}), /* @__PURE__ */ I(Oe, {
 				onSelect: () => window.print(),
-				children: [/* @__PURE__ */ P(ie, {
+				children: [/* @__PURE__ */ F(ue, {
 					className: "size-4",
 					"aria-hidden": "true"
 				}), n("brainyrich.reports.actions.print", "Print statement")]
 			})]
 		})] }),
 		children: [
-			/* @__PURE__ */ P(d, { children: /* @__PURE__ */ F("div", {
+			/* @__PURE__ */ F(_, { children: /* @__PURE__ */ I("div", {
 				className: "grid gap-4 md:grid-cols-2 xl:grid-cols-4",
 				children: [
-					/* @__PURE__ */ P(h, {
+					/* @__PURE__ */ F(x, {
 						label: n("brainyrich.reports.kpis.netWorth", "Net Worth"),
-						value: v ? C(v.totalNetWorth, y) : "—",
-						spark: z.netSeries,
+						value: m ? k(m.totalNetWorth, h) : "—",
+						spark: D.netSeries,
 						glow: !0
 					}),
-					/* @__PURE__ */ P(h, {
+					/* @__PURE__ */ F(x, {
 						label: n("brainyrich.reports.kpis.marketValue", "Invested Value"),
-						value: v ? C(v.totalMarketValue, y) : "—",
-						icon: /* @__PURE__ */ P(A, {
+						value: m ? k(m.totalMarketValue, h) : "—",
+						icon: /* @__PURE__ */ F(me, {
 							className: "size-4",
 							"aria-hidden": "true"
 						})
 					}),
-					/* @__PURE__ */ P(h, {
+					/* @__PURE__ */ F(x, {
 						label: n("brainyrich.reports.kpis.holdings", "Holdings on Schedule"),
-						value: String(L.length),
-						icon: /* @__PURE__ */ P(D, {
+						value: String(T.length),
+						icon: /* @__PURE__ */ F(oe, {
 							className: "size-4",
 							"aria-hidden": "true"
 						})
 					}),
-					/* @__PURE__ */ P(h, {
+					/* @__PURE__ */ F(x, {
 						label: n("brainyrich.reports.kpis.transactions", "Ledger Entries"),
-						value: String(R.length),
-						icon: /* @__PURE__ */ P(O, {
+						value: String(E.length),
+						icon: /* @__PURE__ */ F(de, {
 							className: "size-4",
 							"aria-hidden": "true"
 						})
 					})
 				]
 			}) }),
-			/* @__PURE__ */ P(ue, {
+			/* @__PURE__ */ F(Le, {
 				value: r,
 				onValueChange: (e) => o(e),
-				children: /* @__PURE__ */ F(de, { children: [
-					/* @__PURE__ */ F(X, {
+				children: /* @__PURE__ */ I(Re, { children: [
+					/* @__PURE__ */ I(Z, {
 						value: "networth",
-						children: [/* @__PURE__ */ P(M, {
+						children: [/* @__PURE__ */ F(ge, {
 							className: "size-4",
 							"aria-hidden": "true"
 						}), n("brainyrich.reports.tabs.netWorth", "Net Worth")]
 					}),
-					/* @__PURE__ */ F(X, {
+					/* @__PURE__ */ I(Z, {
 						value: "holdings",
-						children: [/* @__PURE__ */ P(D, {
+						children: [/* @__PURE__ */ F(oe, {
 							className: "size-4",
 							"aria-hidden": "true"
 						}), n("brainyrich.reports.tabs.holdings", "Holdings")]
 					}),
-					/* @__PURE__ */ F(X, {
+					/* @__PURE__ */ I(Z, {
 						value: "transactions",
-						children: [/* @__PURE__ */ P(O, {
+						children: [/* @__PURE__ */ F(de, {
 							className: "size-4",
 							"aria-hidden": "true"
 						}), n("brainyrich.reports.tabs.ledger", "Ledger")]
 					}),
-					/* @__PURE__ */ F(X, {
+					/* @__PURE__ */ I(Z, {
 						value: "statement",
-						children: [/* @__PURE__ */ P(j, {
+						children: [/* @__PURE__ */ F(he, {
 							className: "size-4",
 							"aria-hidden": "true"
 						}), n("brainyrich.reports.tabs.statement", "Client Statement")]
+					}),
+					/* @__PURE__ */ I(Z, {
+						value: "scheduled",
+						children: [/* @__PURE__ */ F(re, {
+							className: "size-4",
+							"aria-hidden": "true"
+						}), n("brainyrich.reports.tabs.scheduled", "Scheduled Reports")]
 					})
 				] })
 			}),
-			r === "networth" ? /* @__PURE__ */ P(Te, {
-				query: p,
-				cashflow: z.bars,
-				netSeries: z.netSeries,
+			r === "networth" ? /* @__PURE__ */ F(nt, {
+				query: l,
+				cashflow: D.bars,
+				netSeries: D.netSeries,
 				translate: n
-			}) : r === "holdings" ? /* @__PURE__ */ P(Ee, {
-				query: m,
-				holdings: L,
-				unrealized: G,
+			}) : r === "holdings" ? /* @__PURE__ */ F(rt, {
+				query: f,
+				holdings: T,
+				unrealized: ce,
 				translate: n
-			}) : r === "transactions" ? /* @__PURE__ */ P(De, {
-				query: g,
-				transactions: R,
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 					className: "flex items-start justify-between gap-4 border-b border-border-subtle pb-4",
-					children: [/* @__PURE__ */ F("div", {
+					children: [/* @__PURE__ */ I("div", {
 						className: "flex items-center gap-3",
-						children: [/* @__PURE__ */ P("div", {
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 							className: "flex size-10 items-center justify-center rounded-xl bg-[var(--color-action-primary-bg)] text-sm font-bold text-[var(--color-action-primary-text)]",
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-						/* @__PURE__ */ P("p", {
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 						}),
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 							children: [
-								/* @__PURE__ */ F("span", { children: [
+								/* @__PURE__ */ I("span", { children: [
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 									" ",
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 										className: "font-medium text-text-primary",
-										children: C(c.invested, p)
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 								] }),
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 									" ",
-									/* @__PURE__ */ P("span", {
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 								] })
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-					}), c.allocation.length > 0 ? /* @__PURE__ */ P(u, {
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-			/* @__PURE__ */ F("div", {
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 					className: "text-sm font-medium text-text-primary",
 					children: e.name
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 		]
 	});
 }
 //#endregion
-export { we as ReportsPage };
+export { $e as ReportsPage };
 
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