npm - @burdenoff/microfe-brainyrich - Versions diffs - 2026.805.1 → 2026.825.1 - Mend

@burdenoff/microfe-brainyrich 2026.805.1 → 2026.825.1

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1	- {"version":3,"file":"InvestmentsPage.js","names":[],"sources":["../../../src/brainyrich/pages/InvestmentsPage.tsx"],"sourcesContent":["import { useMemo, useState } from 'react';\nimport {\n Card,\n CardContent,\n CardHeader,\n CardTitle,\n CardDescription,\n Badge,\n Button,\n Input,\n Label,\n Textarea,\n Select,\n SelectTrigger,\n SelectValue,\n SelectContent,\n SelectItem,\n Dialog,\n DialogContent,\n DialogHeader,\n DialogTitle,\n DialogDescription,\n DialogFooter,\n} from '@burdenoff/fe-libs/ui';\nimport { CheckCircle2, Gauge, Layers, PieChart, Plus, ShieldCheck, Trash2, X } from 'lucide-react';\nimport { useI18n } from '@burdenoff/fe-libs/shared/providers/shell/I18nProvider';\nimport { tWithFallback } from '../utils/i18n';\nimport {\n useModelPortfolios,\n useModelPortfolio,\n useCreateModelPortfolio,\n} from '../hooks/useBrainyRichApi';\nimport type {\n BraAssetClass,\n BraRiskProfile,\n BraModelAllocationInput,\n BraModelPortfolio,\n} from '../types/bra';\nimport {\n SectionShell,\n AllocationBars,\n EmptyState,\n LoadingState,\n ErrorState,\n formatDate,\n formatPct,\n statusBadgeVariant,\n type AllocationDatum,\n} from './_shared';\nimport {\n DonutChart,\n StatTile,\n ProgressRing,\n GlassCard,\n FadeIn,\n type DonutDatum,\n type VizTone,\n} from '../components';\n\n// ----------------------------------------------------------------------------\n// Enum option sets (mirror the SDL enums in ../types/bra) + humanizers.\n// No fabricated data: these are the exact allowed input values.\n// ----------------------------------------------------------------------------\n\nconst RISK_PROFILES: BraRiskProfile[] = [\n 'CONSERVATIVE',\n 'MODERATE',\n 'BALANCED',\n 'GROWTH',\n 'AGGRESSIVE',\n];\n\nconst ASSET_CLASSES: BraAssetClass[] = [\n 'EQUITY',\n 'FIXED_INCOME',\n 'CASH',\n 'REAL_ESTATE',\n 'COMMODITY',\n 'CRYPTO',\n 'ALTERNATIVE',\n];\n\n/** Turn an UPPER_SNAKE enum member into a readable label (derived, not invented). /\nfunction humanize(value: string): string {\n return value\n .toLowerCase()\n .split('_')\n .map((w) => w.charAt(0).toUpperCase() + w.slice(1))\n .join(' ');\n}\n\nconst ALLOCATION_TONES: AllocationDatum['tone'][] = [\n 'accent',\n 'default',\n 'positive',\n 'warning',\n 'negative',\n];\n\n/\n Stable, distinct viz tone per asset class so the same class reads the same\n * emerald/blue/teal/… hue across every donut on the page. Purely presentational.\n /\nconst ASSET_TONE: Record<BraAssetClass, 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\n/* Build tone-mapped donut slices from a set of model allocations (real data only). /\nfunction toDonutData(\n allocations: { assetClass: BraAssetClass; targetPct: number }[]\n): DonutDatum[] {\n return allocations\n .filter((a) => Number.isFinite(a.targetPct) && a.targetPct > 0)\n .map((a) => ({\n label: humanize(a.assetClass),\n value: a.targetPct,\n tone: ASSET_TONE[a.assetClass],\n }));\n}\n\n/\n Blend the target allocations of a set of models into a single normalised\n * distribution (each asset class = its share of the summed targets). This is a\n * derived aggregate of REAL model data — no fabricated series.\n /\nfunction blendAllocations(models: BraModelPortfolio[]): DonutDatum[] {\n const totals = new Map<BraAssetClass, number>();\n for (const m of models) {\n for (const a of m.allocations) {\n if (!Number.isFinite(a.targetPct) \|\| a.targetPct <= 0) continue;\n totals.set(a.assetClass, (totals.get(a.assetClass) ?? 0) + a.targetPct);\n }\n }\n const grand = Array.from(totals.values()).reduce((s, v) => s + v, 0);\n if (grand <= 0) return [];\n return Array.from(totals.entries())\n .map(([assetClass, sum]) => ({\n label: humanize(assetClass),\n value: (sum / grand) 100,\n tone: ASSET_TONE[assetClass],\n }))\n .sort((a, b) => b.value - a.value);\n}\n\ninterface AllocationRow {\n assetClass: BraAssetClass;\n targetPct: string;\n}\n\nconst emptyRow = (): AllocationRow => ({ assetClass: 'EQUITY', targetPct: '' });\n\nexport function InvestmentsPage() {\n const { t } = useI18n();\n const translate = (key: string, fallback: string, params?: Record<string, string \| number>) =>\n tWithFallback(t, key, fallback, params);\n\n const { data: models, isLoading, isError, refetch } = useModelPortfolios();\n const createModel = useCreateModelPortfolio();\n\n const [createOpen, setCreateOpen] = useState(false);\n const [detailId, setDetailId] = useState<string \| null>(null);\n\n // -------- Create form state --------\n const [name, setName] = useState('');\n const [riskProfile, setRiskProfile] = useState<BraRiskProfile>('BALANCED');\n const [baseCurrency, setBaseCurrency] = useState('USD');\n const [description, setDescription] = useState('');\n const [rows, setRows] = useState<AllocationRow[]>([emptyRow()]);\n const [formError, setFormError] = useState<string \| null>(null);\n\n const resetForm = () => {\n setName('');\n setRiskProfile('BALANCED');\n setBaseCurrency('USD');\n setDescription('');\n setRows([emptyRow()]);\n setFormError(null);\n };\n\n const allocationSum = useMemo(\n () =>\n rows.reduce(\n (s, r) => s + (Number.isFinite(parseFloat(r.targetPct)) ? parseFloat(r.targetPct) : 0),\n 0\n ),\n [rows]\n );\n\n // Live donut preview built from the current form rows (real, in-progress input).\n const previewDonut = useMemo<DonutDatum[]>(\n () =>\n toDonutData(\n rows.map((r) => ({ assetClass: r.assetClass, targetPct: parseFloat(r.targetPct) }))\n ),\n [rows]\n );\n const sumComplete = Math.abs(allocationSum - 100) <= 0.5;\n\n const updateRow = (index: number, patch: Partial<AllocationRow>) => {\n setRows((prev) => prev.map((r, i) => (i === index ? { ...r, ...patch } : r)));\n };\n const addRow = () => setRows((prev) => [...prev, emptyRow()]);\n const removeRow = (index: number) =>\n setRows((prev) => (prev.length > 1 ? prev.filter((_, i) => i !== index) : prev));\n\n const handleSubmit = () => {\n setFormError(null);\n const trimmedName = name.trim();\n if (!trimmedName) {\n setFormError(translate('brainyrich.investments.form.errorName', 'A model name is required.'));\n return;\n }\n const allocations: BraModelAllocationInput[] = [];\n for (const r of rows) {\n const pct = parseFloat(r.targetPct);\n if (!r.targetPct.trim() \|\| !Number.isFinite(pct)) {\n setFormError(\n translate(\n 'brainyrich.investments.form.errorPct',\n 'Every allocation row needs a numeric target %.'\n )\n );\n return;\n }\n if (pct < 0) {\n setFormError(\n translate('brainyrich.investments.form.errorNegative', 'Target % cannot be negative.')\n );\n return;\n }\n allocations.push({ assetClass: r.assetClass, targetPct: pct });\n }\n if (Math.abs(allocationSum - 100) > 0.5) {\n setFormError(\n translate(\n 'brainyrich.investments.form.errorSum',\n 'Allocation targets must sum to ~100% (currently {sum}%).',\n {\n sum: allocationSum.toFixed(1),\n }\n )\n );\n return;\n }\n\n createModel.mutate(\n {\n name: trimmedName,\n riskProfile,\n baseCurrency: baseCurrency.trim() \|\| 'USD',\n description: description.trim() ? description.trim() : null,\n allocations,\n },\n {\n onSuccess: () => {\n setCreateOpen(false);\n resetForm();\n },\n onError: (err: unknown) => {\n setFormError(\n err instanceof Error\n ? err.message\n : translate('brainyrich.investments.form.errorGeneric', 'Could not create the model.')\n );\n },\n }\n );\n };\n\n const title = translate('brainyrich.investments.title', 'Model Portfolios');\n const description2 = translate(\n 'brainyrich.investments.description',\n 'Reusable target allocations you can benchmark and drive rebalancing against'\n );\n\n const activeModels = models.filter((m) => m.isActive);\n const activeCount = activeModels.length;\n const riskCount = new Set(models.map((m) => m.riskProfile)).size;\n const classCount = new Set(models.flatMap((m) => m.allocations.map((a) => a.assetClass))).size;\n\n // Blended target mix across active models (falls back to all models). Derived\n // from real allocations — a headline aggregate, never fabricated.\n const blendSource = activeModels.length > 0 ? activeModels : models;\n const blended = useMemo(() => blendAllocations(blendSource), [blendSource]);\n\n const statTiles = [\n {\n label: translate('brainyrich.investments.kpi.total', 'Model portfolios'),\n value: String(models.length),\n icon: <Layers className=\"size-4\" aria-hidden=\"true\" />,\n glow: true,\n },\n {\n label: translate('brainyrich.investments.kpi.active', 'Active'),\n value: String(activeCount),\n icon: <CheckCircle2 className=\"size-4\" aria-hidden=\"true\" />,\n glow: false,\n },\n {\n label: translate('brainyrich.investments.kpi.risk', 'Risk profiles'),\n value: String(riskCount),\n icon: <Gauge className=\"size-4\" aria-hidden=\"true\" />,\n glow: false,\n },\n {\n label: translate('brainyrich.investments.kpi.classes', 'Asset classes'),\n value: String(classCount),\n icon: <PieChart className=\"size-4\" aria-hidden=\"true\" />,\n glow: false,\n },\n ];\n\n const newModelLabel = translate('brainyrich.investments.actions.newModel', 'New model');\n\n const renderBody = () => {\n if (isLoading) return <LoadingState rows={4} />;\n if (isError)\n return (\n <ErrorState\n title={translate('brainyrich.investments.error.title', 'Could not load model portfolios')}\n onRetry={() => refetch()}\n />\n );\n if (models.length === 0)\n return (\n <EmptyState\n icon={<PieChart className=\"size-6\" aria-hidden=\"true\" />}\n title={translate('brainyrich.investments.empty.title', 'No model portfolios yet')}\n description={translate(\n 'brainyrich.investments.empty.description',\n 'Create a target allocation model to benchmark portfolios and drive rebalancing.'\n )}\n action={\n <Button size=\"sm\" onClick={() => setCreateOpen(true)}>\n <Plus className=\"mr-1 size-4\" aria-hidden=\"true\" />\n {newModelLabel}\n </Button>\n }\n />\n );\n\n return (\n <div className=\"grid gap-4 md:grid-cols-2 xl:grid-cols-3\">\n {models.map((m, idx) => {\n const donut = toDonutData(m.allocations);\n const dominant = [...m.allocations].sort((a, b) => b.targetPct - a.targetPct)[0];\n const summary = m.allocations\n .map((a) => `${humanize(a.assetClass)} ${formatPct(a.targetPct, 0)}`)\n .join(' · ');\n return (\n <FadeIn key={m.id} index={idx} className=\"h-full\">\n <Card className=\"group flex h-full flex-col overflow-hidden border-border-subtle bg-bg-surface transition-shadow motion-safe:hover:shadow-[var(--shadow-pop-hover,var(--shadow-elevation-2))]\">\n <CardHeader className=\"space-y-2\">\n <div className=\"flex items-start justify-between gap-2\">\n <CardTitle className=\"text-base text-text-primary\">{m.name}</CardTitle>\n <Badge variant={m.isActive ? statusBadgeVariant('ACTIVE') : 'secondary'}>\n <span\n aria-hidden=\"true\"\n className={`mr-1 inline-block size-1.5 rounded-full ${\n m.isActive ? 'bg-status-success-text' : 'bg-text-secondary'\n }`}\n />\n {m.isActive\n ? translate('brainyrich.investments.badge.active', 'Active')\n : translate('brainyrich.investments.badge.inactive', 'Inactive')}\n </Badge>\n </div>\n <div className=\"flex flex-wrap items-center gap-2\">\n <Badge variant=\"outline\" className=\"gap-1\">\n <Gauge className=\"size-3\" aria-hidden=\"true\" />\n {humanize(m.riskProfile)}\n </Badge>\n <Badge variant=\"outline\">{m.baseCurrency}</Badge>\n </div>\n {m.description ? (\n <CardDescription className=\"line-clamp-2 text-text-secondary\">\n {m.description}\n </CardDescription>\n ) : null}\n </CardHeader>\n <CardContent className=\"mt-auto space-y-4\">\n {donut.length > 0 ? (\n <DonutChart\n data={donut}\n height={168}\n centerValue={dominant ? formatPct(dominant.targetPct, 0) : undefined}\n centerLabel={dominant ? humanize(dominant.assetClass) : undefined}\n valueFormatter={(v) => formatPct(v, 0)}\n />\n ) : (\n <p className=\"text-sm text-text-secondary\">\n {translate(\n 'brainyrich.investments.card.noAllocations',\n 'No target allocations set.'\n )}\n </p>\n )}\n {summary ? (\n <p className=\"truncate text-xs text-text-secondary\" title={summary}>\n {summary}\n </p>\n ) : null}\n <Button\n variant=\"outline\"\n size=\"sm\"\n className=\"w-full\"\n onClick={() => setDetailId(m.id)}\n >\n {translate('brainyrich.investments.actions.viewDetails', 'View details')}\n </Button>\n </CardContent>\n </Card>\n </FadeIn>\n );\n })}\n </div>\n );\n };\n\n return (\n <>\n <SectionShell\n title={title}\n description={description2}\n actionLabel={newModelLabel}\n onAction={() => setCreateOpen(true)}\n badges={\n !isLoading && !isError\n ? [\n translate('brainyrich.investments.badges.count', '{count} models', {\n count: models.length,\n }),\n ]\n : []\n }\n >\n {!isLoading && !isError && models.length > 0 ? (\n <FadeIn>\n <GlassCard glow className=\"p-5\">\n <div className=\"grid gap-6 lg:grid-cols-[minmax(0,0.85fr)_minmax(0,1.15fr)] lg:items-center\">\n <div className=\"space-y-3\">\n <div className=\"flex items-center gap-2\">\n <ShieldCheck className=\"size-4 text-status-success-text\" aria-hidden=\"true\" />\n <p className=\"text-xs font-medium uppercase tracking-wide text-text-secondary\">\n {translate(\n 'brainyrich.investments.hero.blended',\n 'Blended target mix — active models'\n )}\n </p>\n </div>\n {blended.length > 0 ? (\n <DonutChart\n data={blended}\n height={188}\n centerValue={String(activeCount \|\| models.length)}\n centerLabel={translate('brainyrich.investments.hero.models', 'models')}\n valueFormatter={(v) => formatPct(v, 0)}\n />\n ) : (\n <p className=\"text-sm text-text-secondary\">\n {translate(\n 'brainyrich.investments.hero.noBlend',\n 'Add target allocations to see the blended mix.'\n )}\n </p>\n )}\n </div>\n <div className=\"grid grid-cols-2 gap-3\">\n {statTiles.map((tile) => (\n <StatTile\n key={tile.label}\n label={tile.label}\n value={tile.value}\n icon={tile.icon}\n glow={tile.glow}\n />\n ))}\n </div>\n </div>\n </GlassCard>\n </FadeIn>\n ) : null}\n {renderBody()}\n </SectionShell>\n\n {/* ---------------- Create model dialog ---------------- /}\n <Dialog\n open={createOpen}\n onOpenChange={(open) => {\n setCreateOpen(open);\n if (!open) resetForm();\n }}\n >\n <DialogContent className=\"max-h-[90vh] overflow-y-auto sm:max-w-lg\">\n <DialogHeader>\n <DialogTitle>{newModelLabel}</DialogTitle>\n <DialogDescription>\n {translate(\n 'brainyrich.investments.form.subtitle',\n 'Define a target allocation. Targets should sum to about 100%.'\n )}\n </DialogDescription>\n </DialogHeader>\n\n <div className=\"space-y-4 py-2\">\n <div className=\"space-y-2\">\n <Label htmlFor=\"bra-model-name\">\n {translate('brainyrich.investments.form.name', 'Name')}\n </Label>\n <Input\n id=\"bra-model-name\"\n value={name}\n onChange={(e) => setName(e.target.value)}\n placeholder={translate(\n 'brainyrich.investments.form.namePlaceholder',\n 'Balanced Growth 60/40'\n )}\n />\n </div>\n\n <div className=\"grid gap-4 sm:grid-cols-2\">\n <div className=\"space-y-2\">\n <Label htmlFor=\"bra-model-risk\">\n {translate('brainyrich.investments.form.risk', 'Risk profile')}\n </Label>\n <Select\n value={riskProfile}\n onValueChange={(v) => setRiskProfile(v as BraRiskProfile)}\n >\n <SelectTrigger id=\"bra-model-risk\">\n <SelectValue />\n </SelectTrigger>\n <SelectContent>\n {RISK_PROFILES.map((r) => (\n <SelectItem key={r} value={r}>\n {humanize(r)}\n </SelectItem>\n ))}\n </SelectContent>\n </Select>\n </div>\n <div className=\"space-y-2\">\n <Label htmlFor=\"bra-model-currency\">\n {translate('brainyrich.investments.form.currency', 'Base currency')}\n </Label>\n <Input\n id=\"bra-model-currency\"\n value={baseCurrency}\n onChange={(e) => setBaseCurrency(e.target.value.toUpperCase().slice(0, 3))}\n placeholder=\"USD\"\n />\n </div>\n </div>\n\n <div className=\"space-y-2\">\n <Label htmlFor=\"bra-model-desc\">\n {translate('brainyrich.investments.form.description', 'Description')}\n </Label>\n <Textarea\n id=\"bra-model-desc\"\n value={description}\n onChange={(e) => setDescription(e.target.value)}\n rows={2}\n placeholder={translate(\n 'brainyrich.investments.form.descriptionPlaceholder',\n 'Who this model is for and how it is used'\n )}\n />\n </div>\n\n <div className=\"space-y-2\">\n <div className=\"flex items-center justify-between\">\n <Label>\n {translate('brainyrich.investments.form.allocations', 'Target allocations')}\n </Label>\n <span\n className={`inline-flex items-center gap-1 rounded-full px-2 py-0.5 text-xs font-medium ${\n sumComplete\n ? 'bg-status-success-bg text-status-success-text'\n : 'bg-status-warning-bg text-status-warning-text'\n }`}\n >\n {sumComplete ? (\n <CheckCircle2 className=\"size-3\" aria-hidden=\"true\" />\n ) : (\n <span aria-hidden=\"true\">▲</span>\n )}\n {translate('brainyrich.investments.form.sum', 'Total: {sum}%', {\n sum: allocationSum.toFixed(allocationSum % 1 === 0 ? 0 : 1),\n })}\n </span>\n </div>\n\n {previewDonut.length > 0 ? (\n <div className=\"flex items-center gap-4 rounded-xl border border-border-subtle bg-bg-sunken/40 p-3\">\n <ProgressRing\n value={Math.min(100, allocationSum)}\n size={76}\n strokeWidth={8}\n tone={sumComplete ? 'success' : 'warning'}\n label={translate('brainyrich.investments.form.of100', 'of 100%')}\n />\n <div className=\"min-w-0 flex-1\">\n <DonutChart\n data={previewDonut}\n height={132}\n legend={false}\n valueFormatter={(v) => formatPct(v, 0)}\n />\n </div>\n </div>\n ) : null}\n\n <div className=\"space-y-2\">\n {rows.map((r, i) => (\n <div key={i} className=\"flex items-center gap-2\">\n <Select\n value={r.assetClass}\n onValueChange={(v) => updateRow(i, { assetClass: v as BraAssetClass })}\n >\n <SelectTrigger className=\"flex-1\">\n <SelectValue />\n </SelectTrigger>\n <SelectContent>\n {ASSET_CLASSES.map((c) => (\n <SelectItem key={c} value={c}>\n {humanize(c)}\n </SelectItem>\n ))}\n </SelectContent>\n </Select>\n <Input\n type=\"number\"\n inputMode=\"decimal\"\n min={0}\n max={100}\n step=\"0.1\"\n className=\"w-24\"\n value={r.targetPct}\n onChange={(e) => updateRow(i, { targetPct: e.target.value })}\n placeholder=\"%\"\n aria-label={translate(\n 'brainyrich.investments.form.targetPct',\n 'Target percent'\n )}\n />\n <Button\n type=\"button\"\n variant=\"ghost\"\n size=\"icon\"\n onClick={() => removeRow(i)}\n disabled={rows.length <= 1}\n aria-label={translate(\n 'brainyrich.investments.form.removeRow',\n 'Remove allocation row'\n )}\n >\n <Trash2 className=\"size-4\" aria-hidden=\"true\" />\n </Button>\n </div>\n ))}\n </div>\n <Button type=\"button\" variant=\"outline\" size=\"sm\" onClick={addRow}>\n <Plus className=\"mr-1 size-4\" aria-hidden=\"true\" />\n {translate('brainyrich.investments.form.addRow', 'Add asset class')}\n </Button>\n </div>\n\n {formError ? (\n <p className=\"text-sm text-status-error-text\" role=\"alert\">\n {formError}\n </p>\n ) : null}\n </div>\n\n <DialogFooter>\n <Button\n variant=\"outline\"\n onClick={() => {\n setCreateOpen(false);\n resetForm();\n }}\n disabled={createModel.isPending}\n >\n {translate('brainyrich.investments.form.cancel', 'Cancel')}\n </Button>\n <Button onClick={handleSubmit} disabled={createModel.isPending}>\n {createModel.isPending\n ? translate('brainyrich.investments.form.saving', 'Creating…')\n : translate('brainyrich.investments.form.create', 'Create model')}\n </Button>\n </DialogFooter>\n </DialogContent>\n </Dialog>\n\n {/ ---------------- Detail dialog ---------------- */}\n <ModelDetailDialog id={detailId} onClose={() => setDetailId(null)} translate={translate} />\n </>\n );\n}\n\n// ----------------------------------------------------------------------------\n// Detail dialog — reads the single model via useModelPortfolio(id).\n// ----------------------------------------------------------------------------\n\nfunction ModelDetailDialog({\n id,\n onClose,\n translate,\n}: {\n id: string \| null;\n onClose: () => void;\n translate: (key: string, fallback: string, params?: Record<string, string \| number>) => string;\n}) {\n const { data: model, isLoading, isError, refetch } = useModelPortfolio(id ?? undefined);\n\n const bars: AllocationDatum[] = (model?.allocations ?? []).map((a, i) => ({\n label: humanize(a.assetClass),\n value: a.targetPct,\n tone: ALLOCATION_TONES[i % ALLOCATION_TONES.length],\n }));\n const donut = toDonutData(model?.allocations ?? []);\n const dominant = [...(model?.allocations ?? [])].sort((a, b) => b.targetPct - a.targetPct)[0];\n\n return (\n <Dialog open={Boolean(id)} onOpenChange={(open) => (!open ? onClose() : undefined)}>\n <DialogContent className=\"max-h-[90vh] overflow-y-auto sm:max-w-lg\">\n <DialogHeader>\n <DialogTitle className=\"flex items-center justify-between gap-2 pr-6\">\n {model?.name ?? translate('brainyrich.investments.detail.title', 'Model portfolio')}\n </DialogTitle>\n {model?.description ? <DialogDescription>{model.description}</DialogDescription> : null}\n </DialogHeader>\n\n {isLoading ? (\n <LoadingState rows={3} />\n ) : isError ? (\n <ErrorState\n title={translate('brainyrich.investments.detail.error', 'Could not load this model')}\n onRetry={() => refetch()}\n />\n ) : !model ? (\n <EmptyState\n icon={<X className=\"size-6\" aria-hidden=\"true\" />}\n title={translate('brainyrich.investments.detail.notFound', 'Model not found')}\n />\n ) : (\n <div className=\"space-y-5 py-1\">\n <div className=\"flex flex-wrap items-center gap-2\">\n <Badge variant={model.isActive ? statusBadgeVariant('ACTIVE') : 'secondary'}>\n {model.isActive\n ? translate('brainyrich.investments.badge.active', 'Active')\n : translate('brainyrich.investments.badge.inactive', 'Inactive')}\n </Badge>\n <Badge variant=\"outline\">{humanize(model.riskProfile)}</Badge>\n <Badge variant=\"outline\">{model.baseCurrency}</Badge>\n </div>\n\n <div>\n <p className=\"mb-2 text-sm font-medium text-text-primary\">\n {translate('brainyrich.investments.detail.allocations', 'Target allocations')}\n </p>\n {bars.length > 0 ? (\n <div className=\"space-y-4\">\n {donut.length > 0 ? (\n <div className=\"rounded-xl border border-border-subtle bg-bg-sunken/40 p-3\">\n <DonutChart\n data={donut}\n height={180}\n centerValue={dominant ? formatPct(dominant.targetPct, 0) : undefined}\n centerLabel={dominant ? humanize(dominant.assetClass) : undefined}\n valueFormatter={(v) => formatPct(v, 0)}\n />\n </div>\n ) : null}\n <AllocationBars data={bars} />\n </div>\n ) : (\n <p className=\"text-sm text-text-secondary\">\n {translate(\n 'brainyrich.investments.card.noAllocations',\n 'No target allocations set.'\n )}\n </p>\n )}\n </div>\n\n <dl className=\"grid grid-cols-2 gap-4 border-t border-border-subtle pt-4 text-sm\">\n <div>\n <dt className=\"text-text-secondary\">\n {translate('brainyrich.investments.detail.created', 'Created')}\n </dt>\n <dd className=\"text-text-primary\">{formatDate(model.createdAt)}</dd>\n </div>\n <div>\n <dt className=\"text-text-secondary\">\n {translate('brainyrich.investments.detail.updated', 'Updated')}\n </dt>\n <dd className=\"text-text-primary\">{formatDate(model.updatedAt)}</dd>\n </div>\n </dl>\n </div>\n )}\n\n <DialogFooter>\n <Button variant=\"outline\" onClick={onClose}>\n {translate('brainyrich.investments.detail.close', 'Close')}\n </Button>\n </DialogFooter>\n </DialogContent>\n </Dialog>\n 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1	+ {"version":3,"file":"InvestmentsPage.js","names":[],"sources":["../../../src/brainyrich/pages/InvestmentsPage.tsx"],"sourcesContent":["import { useMemo, useState } from 'react';\nimport {\n Card,\n CardContent,\n CardHeader,\n CardTitle,\n CardDescription,\n Badge,\n Button,\n Input,\n Label,\n Textarea,\n Select,\n SelectTrigger,\n SelectValue,\n SelectContent,\n SelectItem,\n Dialog,\n DialogContent,\n DialogHeader,\n DialogTitle,\n DialogDescription,\n DialogFooter,\n} from '@burdenoff/fe-libs/ui';\nimport { CheckCircle2, Gauge, Layers, PieChart, Plus, ShieldCheck, Trash2, X } from 'lucide-react';\nimport { useI18n } from '@burdenoff/fe-libs/shared/providers/shell/I18nProvider';\nimport { tWithFallback } from '../utils/i18n';\nimport {\n useModelPortfolios,\n useModelPortfolio,\n useCreateModelPortfolio,\n} from '../hooks/useBrainyRichApi';\nimport type {\n BraAssetClass,\n BraRiskProfile,\n BraModelAllocationInput,\n BraModelPortfolio,\n} from '../types/bra';\nimport {\n SectionShell,\n AllocationBars,\n EmptyState,\n LoadingState,\n ErrorState,\n formatDate,\n formatPct,\n statusBadgeVariant,\n type AllocationDatum,\n} from './_shared';\nimport {\n DonutChart,\n StatTile,\n ProgressRing,\n GlassCard,\n FadeIn,\n type DonutDatum,\n type VizTone,\n} from '../components';\n\n// ----------------------------------------------------------------------------\n// Enum option sets (mirror the SDL enums in ../types/bra) + humanizers.\n// No fabricated data: these are the exact allowed input values.\n// ----------------------------------------------------------------------------\n\nconst RISK_PROFILES: BraRiskProfile[] = [\n 'CONSERVATIVE',\n 'MODERATE',\n 'BALANCED',\n 'GROWTH',\n 'AGGRESSIVE',\n];\n\nconst ASSET_CLASSES: BraAssetClass[] = [\n 'EQUITY',\n 'FIXED_INCOME',\n 'CASH',\n 'REAL_ESTATE',\n 'COMMODITY',\n 'CRYPTO',\n 'ALTERNATIVE',\n];\n\n/** Turn an UPPER_SNAKE enum member into a readable label (derived, not invented). /\nfunction humanize(value: string): string {\n return value\n .toLowerCase()\n .split('_')\n .map((w) => w.charAt(0).toUpperCase() + w.slice(1))\n .join(' ');\n}\n\nconst ALLOCATION_TONES: AllocationDatum['tone'][] = [\n 'accent',\n 'default',\n 'positive',\n 'warning',\n 'negative',\n];\n\n/\n Stable, distinct viz tone per asset class so the same class reads the same\n * emerald/blue/teal/… hue across every donut on the page. Purely presentational.\n /\nconst ASSET_TONE: Record<BraAssetClass, 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\n/* Build tone-mapped donut slices from a set of model allocations (real data only). /\nfunction toDonutData(\n allocations: { assetClass: BraAssetClass; targetPct: number }[]\n): DonutDatum[] {\n return allocations\n .filter((a) => Number.isFinite(a.targetPct) && a.targetPct > 0)\n .map((a) => ({\n label: humanize(a.assetClass),\n value: a.targetPct,\n tone: ASSET_TONE[a.assetClass],\n }));\n}\n\n/\n Blend the target allocations of a set of models into a single normalised\n * distribution (each asset class = its share of the summed targets). This is a\n * derived aggregate of REAL model data — no fabricated series.\n /\nfunction blendAllocations(models: BraModelPortfolio[]): DonutDatum[] {\n const totals = new Map<BraAssetClass, number>();\n for (const m of models) {\n for (const a of m.allocations) {\n if (!Number.isFinite(a.targetPct) \|\| a.targetPct <= 0) continue;\n totals.set(a.assetClass, (totals.get(a.assetClass) ?? 0) + a.targetPct);\n }\n }\n const grand = Array.from(totals.values()).reduce((s, v) => s + v, 0);\n if (grand <= 0) return [];\n return Array.from(totals.entries())\n .map(([assetClass, sum]) => ({\n label: humanize(assetClass),\n value: (sum / grand) 100,\n tone: ASSET_TONE[assetClass],\n }))\n .sort((a, b) => b.value - a.value);\n}\n\ninterface AllocationRow {\n assetClass: BraAssetClass;\n targetPct: string;\n}\n\nconst emptyRow = (): AllocationRow => ({ assetClass: 'EQUITY', targetPct: '' });\n\nexport function InvestmentsPage() {\n const { t } = useI18n();\n const translate = (key: string, fallback: string, params?: Record<string, string \| number>) =>\n tWithFallback(t, key, fallback, params);\n\n const { data: models, isLoading, isError, refetch } = useModelPortfolios();\n const createModel = useCreateModelPortfolio();\n\n const [createOpen, setCreateOpen] = useState(false);\n const [detailId, setDetailId] = useState<string \| null>(null);\n\n // -------- Create form state --------\n const [name, setName] = useState('');\n const [riskProfile, setRiskProfile] = useState<BraRiskProfile>('BALANCED');\n const [baseCurrency, setBaseCurrency] = useState('USD');\n const [description, setDescription] = useState('');\n const [rows, setRows] = useState<AllocationRow[]>([emptyRow()]);\n const [formError, setFormError] = useState<string \| null>(null);\n\n const resetForm = () => {\n setName('');\n setRiskProfile('BALANCED');\n setBaseCurrency('USD');\n setDescription('');\n setRows([emptyRow()]);\n setFormError(null);\n };\n\n const allocationSum = useMemo(\n () =>\n rows.reduce(\n (s, r) => s + (Number.isFinite(parseFloat(r.targetPct)) ? parseFloat(r.targetPct) : 0),\n 0\n ),\n [rows]\n );\n\n // Live donut preview built from the current form rows (real, in-progress input).\n const previewDonut = useMemo<DonutDatum[]>(\n () =>\n toDonutData(\n rows.map((r) => ({ assetClass: r.assetClass, targetPct: parseFloat(r.targetPct) }))\n ),\n [rows]\n );\n const sumComplete = Math.abs(allocationSum - 100) <= 0.5;\n\n const updateRow = (index: number, patch: Partial<AllocationRow>) => {\n setRows((prev) => prev.map((r, i) => (i === index ? { ...r, ...patch } : r)));\n };\n const addRow = () => setRows((prev) => [...prev, emptyRow()]);\n const removeRow = (index: number) =>\n setRows((prev) => (prev.length > 1 ? prev.filter((_, i) => i !== index) : prev));\n\n const handleSubmit = () => {\n setFormError(null);\n const trimmedName = name.trim();\n if (!trimmedName) {\n setFormError(translate('brainyrich.investments.form.errorName', 'A model name is required.'));\n return;\n }\n const allocations: BraModelAllocationInput[] = [];\n for (const r of rows) {\n const pct = parseFloat(r.targetPct);\n if (!r.targetPct.trim() \|\| !Number.isFinite(pct)) {\n setFormError(\n translate(\n 'brainyrich.investments.form.errorPct',\n 'Every allocation row needs a numeric target %.'\n )\n );\n return;\n }\n if (pct < 0) {\n setFormError(\n translate('brainyrich.investments.form.errorNegative', 'Target % cannot be negative.')\n );\n return;\n }\n allocations.push({ assetClass: r.assetClass, targetPct: pct });\n }\n if (Math.abs(allocationSum - 100) > 0.5) {\n setFormError(\n translate(\n 'brainyrich.investments.form.errorSum',\n 'Allocation targets must sum to ~100% (currently {sum}%).',\n {\n sum: allocationSum.toFixed(1),\n }\n )\n );\n return;\n }\n\n createModel.mutate(\n {\n name: trimmedName,\n riskProfile,\n baseCurrency: baseCurrency.trim() \|\| 'USD',\n description: description.trim() ? description.trim() : null,\n allocations,\n },\n {\n onSuccess: () => {\n setCreateOpen(false);\n resetForm();\n },\n onError: (err: unknown) => {\n setFormError(\n err instanceof Error\n ? err.message\n : translate('brainyrich.investments.form.errorGeneric', 'Could not create the model.')\n );\n },\n }\n );\n };\n\n const title = translate('brainyrich.investments.title', 'Model Portfolios');\n const description2 = translate(\n 'brainyrich.investments.description',\n 'Reusable target allocations you can benchmark and drive rebalancing against'\n );\n\n const activeModels = models.filter((m) => m.isActive);\n const activeCount = activeModels.length;\n const riskCount = new Set(models.map((m) => m.riskProfile)).size;\n const classCount = new Set(models.flatMap((m) => m.allocations.map((a) => a.assetClass))).size;\n\n // Blended target mix across active models (falls back to all models). Derived\n // from real allocations — a headline aggregate, never fabricated.\n const blendSource = activeModels.length > 0 ? activeModels : models;\n const blended = useMemo(() => blendAllocations(blendSource), [blendSource]);\n\n const statTiles = [\n {\n label: translate('brainyrich.investments.kpi.total', 'Model portfolios'),\n value: String(models.length),\n icon: <Layers className=\"size-4\" aria-hidden=\"true\" />,\n glow: true,\n },\n {\n label: translate('brainyrich.investments.kpi.active', 'Active'),\n value: String(activeCount),\n icon: <CheckCircle2 className=\"size-4\" aria-hidden=\"true\" />,\n glow: false,\n },\n {\n label: translate('brainyrich.investments.kpi.risk', 'Risk profiles'),\n value: String(riskCount),\n icon: <Gauge className=\"size-4\" aria-hidden=\"true\" />,\n glow: false,\n },\n {\n label: translate('brainyrich.investments.kpi.classes', 'Asset classes'),\n value: String(classCount),\n icon: <PieChart className=\"size-4\" aria-hidden=\"true\" />,\n glow: false,\n },\n ];\n\n const newModelLabel = translate('brainyrich.investments.actions.newModel', 'New model');\n\n const renderBody = () => {\n if (isLoading) return <LoadingState rows={4} />;\n if (isError)\n return (\n <ErrorState\n title={translate('brainyrich.investments.error.title', 'Could not load model portfolios')}\n onRetry={() => refetch()}\n />\n );\n if (models.length === 0)\n return (\n <EmptyState\n icon={<PieChart className=\"size-6\" aria-hidden=\"true\" />}\n title={translate('brainyrich.investments.empty.title', 'No model portfolios yet')}\n description={translate(\n 'brainyrich.investments.empty.description',\n 'Create a target allocation model to benchmark portfolios and drive rebalancing.'\n )}\n action={\n <Button size=\"sm\" onClick={() => setCreateOpen(true)}>\n <Plus className=\"mr-1 size-4\" aria-hidden=\"true\" />\n {newModelLabel}\n </Button>\n }\n />\n );\n\n return (\n <div className=\"grid gap-4 md:grid-cols-2 xl:grid-cols-3\">\n {models.map((m, idx) => {\n const donut = toDonutData(m.allocations);\n const dominant = [...m.allocations].sort((a, b) => b.targetPct - a.targetPct)[0];\n const summary = m.allocations\n .map((a) => `${humanize(a.assetClass)} ${formatPct(a.targetPct, 0)}`)\n .join(' · ');\n return (\n <FadeIn key={m.id} index={idx} className=\"h-full\">\n <Card className=\"group flex h-full flex-col overflow-hidden border-border-subtle bg-bg-surface transition-shadow motion-safe:hover:shadow-[var(--shadow-pop-hover,var(--shadow-elevation-2))]\">\n <CardHeader className=\"space-y-2\">\n <div className=\"flex items-start justify-between gap-2\">\n <CardTitle className=\"text-base text-text-primary\">{m.name}</CardTitle>\n <Badge variant={m.isActive ? statusBadgeVariant('ACTIVE') : 'secondary'}>\n <span\n aria-hidden=\"true\"\n className={`mr-1 inline-block size-1.5 rounded-full ${\n m.isActive ? 'bg-status-success-text' : 'bg-text-secondary'\n }`}\n />\n {m.isActive\n ? translate('brainyrich.investments.badge.active', 'Active')\n : translate('brainyrich.investments.badge.inactive', 'Inactive')}\n </Badge>\n </div>\n <div className=\"flex flex-wrap items-center gap-2\">\n <Badge variant=\"outline\" className=\"gap-1\">\n <Gauge className=\"size-3\" aria-hidden=\"true\" />\n {humanize(m.riskProfile)}\n </Badge>\n <Badge variant=\"outline\">{m.baseCurrency}</Badge>\n </div>\n {m.description ? (\n <CardDescription className=\"line-clamp-2 text-text-secondary\">\n {m.description}\n </CardDescription>\n ) : null}\n </CardHeader>\n <CardContent className=\"mt-auto space-y-4\">\n {donut.length > 0 ? (\n <DonutChart\n data={donut}\n height={168}\n centerValue={dominant ? formatPct(dominant.targetPct, 0) : undefined}\n centerLabel={dominant ? humanize(dominant.assetClass) : undefined}\n valueFormatter={(v) => formatPct(v, 0)}\n />\n ) : (\n <p className=\"text-sm text-text-secondary\">\n {translate(\n 'brainyrich.investments.card.noAllocations',\n 'No target allocations set.'\n )}\n </p>\n )}\n {summary ? (\n <p className=\"truncate text-xs text-text-secondary\" title={summary}>\n {summary}\n </p>\n ) : null}\n <Button\n variant=\"outline\"\n size=\"sm\"\n className=\"w-full\"\n onClick={() => setDetailId(m.id)}\n >\n {translate('brainyrich.investments.actions.viewDetails', 'View details')}\n </Button>\n </CardContent>\n </Card>\n </FadeIn>\n );\n })}\n </div>\n );\n };\n\n return (\n <>\n <SectionShell\n title={title}\n description={description2}\n actionLabel={newModelLabel}\n onAction={() => setCreateOpen(true)}\n badges={\n !isLoading && !isError\n ? [\n translate('brainyrich.investments.badges.count', '{count} models', {\n count: models.length,\n }),\n ]\n : []\n }\n >\n {!isLoading && !isError && models.length > 0 ? (\n <FadeIn>\n <GlassCard glow className=\"p-5\">\n <div className=\"grid gap-6 lg:grid-cols-[minmax(0,0.85fr)_minmax(0,1.15fr)] lg:items-center\">\n <div className=\"space-y-3\">\n <div className=\"flex items-center gap-2\">\n <ShieldCheck className=\"size-4 text-status-success-text\" aria-hidden=\"true\" />\n <p className=\"text-xs font-medium uppercase tracking-wide text-text-secondary\">\n {translate(\n 'brainyrich.investments.hero.blended',\n 'Blended target mix — active models'\n )}\n </p>\n </div>\n {blended.length > 0 ? (\n <DonutChart\n data={blended}\n height={188}\n centerValue={String(activeCount \|\| models.length)}\n centerLabel={translate('brainyrich.investments.hero.models', 'models')}\n valueFormatter={(v) => formatPct(v, 0)}\n />\n ) : (\n <p className=\"text-sm text-text-secondary\">\n {translate(\n 'brainyrich.investments.hero.noBlend',\n 'Add target allocations to see the blended mix.'\n )}\n </p>\n )}\n </div>\n <div className=\"grid grid-cols-2 gap-3\">\n {statTiles.map((tile) => (\n <StatTile\n key={tile.label}\n label={tile.label}\n value={tile.value}\n icon={tile.icon}\n glow={tile.glow}\n />\n ))}\n </div>\n </div>\n </GlassCard>\n </FadeIn>\n ) : null}\n {renderBody()}\n </SectionShell>\n\n {/* ---------------- Create model dialog ---------------- /}\n <Dialog\n open={createOpen}\n onOpenChange={(open) => {\n setCreateOpen(open);\n if (!open) resetForm();\n }}\n >\n <DialogContent className=\"max-h-[90vh] overflow-y-auto sm:max-w-lg\">\n <DialogHeader>\n <DialogTitle>{newModelLabel}</DialogTitle>\n <DialogDescription>\n {translate(\n 'brainyrich.investments.form.subtitle',\n 'Define a target allocation. Targets should sum to about 100%.'\n )}\n </DialogDescription>\n </DialogHeader>\n\n <div className=\"space-y-4 py-2\">\n <div className=\"space-y-2\">\n <Label htmlFor=\"bra-model-name\">\n {translate('brainyrich.investments.form.name', 'Name')}\n </Label>\n <Input\n id=\"bra-model-name\"\n value={name}\n onChange={(e) => setName(e.target.value)}\n placeholder={translate(\n 'brainyrich.investments.form.namePlaceholder',\n 'Balanced Growth 60/40'\n )}\n />\n </div>\n\n <div className=\"grid gap-4 sm:grid-cols-2\">\n <div className=\"space-y-2\">\n <Label htmlFor=\"bra-model-risk\">\n {translate('brainyrich.investments.form.risk', 'Risk profile')}\n </Label>\n <Select\n value={riskProfile}\n onValueChange={(v) => setRiskProfile(v as BraRiskProfile)}\n >\n <SelectTrigger id=\"bra-model-risk\">\n <SelectValue />\n </SelectTrigger>\n <SelectContent>\n {RISK_PROFILES.map((r) => (\n <SelectItem key={r} value={r}>\n {humanize(r)}\n </SelectItem>\n ))}\n </SelectContent>\n </Select>\n </div>\n <div className=\"space-y-2\">\n <Label htmlFor=\"bra-model-currency\">\n {translate('brainyrich.investments.form.currency', 'Base currency')}\n </Label>\n <Input\n id=\"bra-model-currency\"\n value={baseCurrency}\n onChange={(e) => setBaseCurrency(e.target.value.toUpperCase().slice(0, 3))}\n placeholder=\"USD\"\n />\n </div>\n </div>\n\n <div className=\"space-y-2\">\n <Label htmlFor=\"bra-model-desc\">\n {translate('brainyrich.investments.form.description', 'Description')}\n </Label>\n <Textarea\n id=\"bra-model-desc\"\n value={description}\n onChange={(e) => setDescription(e.target.value)}\n rows={2}\n placeholder={translate(\n 'brainyrich.investments.form.descriptionPlaceholder',\n 'Who this model is for and how it is used'\n )}\n />\n </div>\n\n <div className=\"space-y-2\">\n <div className=\"flex items-center justify-between\">\n <Label>\n {translate('brainyrich.investments.form.allocations', 'Target allocations')}\n </Label>\n <span\n className={`inline-flex items-center gap-1 rounded-full px-2 py-0.5 text-xs font-medium ${\n sumComplete\n ? 'bg-status-success-bg text-status-success-text'\n : 'bg-status-warning-bg text-status-warning-text'\n }`}\n >\n {sumComplete ? (\n <CheckCircle2 className=\"size-3\" aria-hidden=\"true\" />\n ) : (\n <span aria-hidden=\"true\">▲</span>\n )}\n {translate('brainyrich.investments.form.sum', 'Total: {sum}%', {\n sum: allocationSum.toFixed(allocationSum % 1 === 0 ? 0 : 1),\n })}\n </span>\n </div>\n\n {previewDonut.length > 0 ? (\n <div className=\"flex items-center gap-4 rounded-xl border border-border-subtle bg-bg-sunken/40 p-3\">\n <ProgressRing\n value={Math.min(100, allocationSum)}\n size={76}\n strokeWidth={8}\n tone={sumComplete ? 'success' : 'warning'}\n label={translate('brainyrich.investments.form.of100', 'of 100%')}\n />\n <div className=\"min-w-0 flex-1\">\n <DonutChart\n data={previewDonut}\n height={132}\n legend={false}\n valueFormatter={(v) => formatPct(v, 0)}\n />\n </div>\n </div>\n ) : null}\n\n <div className=\"space-y-2\">\n {rows.map((r, i) => (\n <div key={i} className=\"flex items-center gap-2\">\n <Select\n value={r.assetClass}\n onValueChange={(v) => updateRow(i, { assetClass: v as BraAssetClass })}\n >\n <SelectTrigger className=\"flex-1\">\n <SelectValue />\n </SelectTrigger>\n <SelectContent>\n {ASSET_CLASSES.map((c) => (\n <SelectItem key={c} value={c}>\n {humanize(c)}\n </SelectItem>\n ))}\n </SelectContent>\n </Select>\n <Input\n type=\"number\"\n inputMode=\"decimal\"\n min={0}\n max={100}\n step=\"0.1\"\n className=\"w-24\"\n value={r.targetPct}\n onChange={(e) => updateRow(i, { targetPct: e.target.value })}\n placeholder=\"%\"\n aria-label={translate(\n 'brainyrich.investments.form.targetPct',\n 'Target percent'\n )}\n />\n <Button\n type=\"button\"\n variant=\"ghost\"\n size=\"icon\"\n onClick={() => removeRow(i)}\n disabled={rows.length <= 1}\n aria-label={translate(\n 'brainyrich.investments.form.removeRow',\n 'Remove allocation row'\n )}\n >\n <Trash2 className=\"size-4\" aria-hidden=\"true\" />\n </Button>\n </div>\n ))}\n </div>\n <Button type=\"button\" variant=\"outline\" size=\"sm\" onClick={addRow}>\n <Plus className=\"mr-1 size-4\" aria-hidden=\"true\" />\n {translate('brainyrich.investments.form.addRow', 'Add asset class')}\n </Button>\n </div>\n\n {formError ? (\n <p className=\"text-sm text-status-error-text\" role=\"alert\">\n {formError}\n </p>\n ) : null}\n </div>\n\n <DialogFooter>\n <Button\n variant=\"outline\"\n onClick={() => {\n setCreateOpen(false);\n resetForm();\n }}\n disabled={createModel.isPending}\n >\n {translate('brainyrich.investments.form.cancel', 'Cancel')}\n </Button>\n <Button onClick={handleSubmit} disabled={createModel.isPending}>\n {createModel.isPending\n ? translate('brainyrich.investments.form.saving', 'Creating…')\n : translate('brainyrich.investments.form.create', 'Create model')}\n </Button>\n </DialogFooter>\n </DialogContent>\n </Dialog>\n\n {/ ---------------- Detail dialog ---------------- */}\n <ModelDetailDialog id={detailId} onClose={() => setDetailId(null)} translate={translate} />\n </>\n );\n}\n\n// ----------------------------------------------------------------------------\n// Detail dialog — reads the single model via useModelPortfolio(id).\n// ----------------------------------------------------------------------------\n\nfunction ModelDetailDialog({\n id,\n onClose,\n translate,\n}: {\n id: string \| null;\n onClose: () => void;\n translate: (key: string, fallback: string, params?: Record<string, string \| number>) => string;\n}) {\n const { data: model, isLoading, isError, refetch } = useModelPortfolio(id ?? undefined);\n\n const bars: AllocationDatum[] = (model?.allocations ?? []).map((a, i) => ({\n label: humanize(a.assetClass),\n value: a.targetPct,\n tone: ALLOCATION_TONES[i % ALLOCATION_TONES.length],\n }));\n const donut = toDonutData(model?.allocations ?? []);\n const dominant = [...(model?.allocations ?? [])].sort((a, b) => b.targetPct - a.targetPct)[0];\n\n return (\n <Dialog open={Boolean(id)} onOpenChange={(open) => (!open ? onClose() : undefined)}>\n <DialogContent className=\"max-h-[90vh] overflow-y-auto sm:max-w-lg\">\n <DialogHeader>\n <DialogTitle className=\"flex items-center justify-between gap-2 pr-6\">\n {model?.name ?? translate('brainyrich.investments.detail.title', 'Model portfolio')}\n </DialogTitle>\n {model?.description ? <DialogDescription>{model.description}</DialogDescription> : null}\n </DialogHeader>\n\n {isLoading ? (\n <LoadingState rows={3} />\n ) : isError ? (\n <ErrorState\n title={translate('brainyrich.investments.detail.error', 'Could not load this model')}\n onRetry={() => refetch()}\n />\n ) : !model ? (\n <EmptyState\n icon={<X className=\"size-6\" aria-hidden=\"true\" />}\n title={translate('brainyrich.investments.detail.notFound', 'Model not found')}\n />\n ) : (\n <div className=\"space-y-5 py-1\">\n <div className=\"flex flex-wrap items-center gap-2\">\n <Badge variant={model.isActive ? statusBadgeVariant('ACTIVE') : 'secondary'}>\n {model.isActive\n ? translate('brainyrich.investments.badge.active', 'Active')\n : translate('brainyrich.investments.badge.inactive', 'Inactive')}\n </Badge>\n <Badge variant=\"outline\">{humanize(model.riskProfile)}</Badge>\n <Badge variant=\"outline\">{model.baseCurrency}</Badge>\n </div>\n\n <div>\n <p className=\"mb-2 text-sm font-medium text-text-primary\">\n {translate('brainyrich.investments.detail.allocations', 'Target allocations')}\n </p>\n {bars.length > 0 ? (\n <div className=\"space-y-4\">\n {donut.length > 0 ? (\n <div className=\"rounded-xl border border-border-subtle bg-bg-sunken/40 p-3\">\n <DonutChart\n data={donut}\n height={180}\n centerValue={dominant ? formatPct(dominant.targetPct, 0) : undefined}\n centerLabel={dominant ? humanize(dominant.assetClass) : undefined}\n valueFormatter={(v) => formatPct(v, 0)}\n />\n </div>\n ) : null}\n <AllocationBars data={bars} />\n </div>\n ) : (\n <p className=\"text-sm text-text-secondary\">\n {translate(\n 'brainyrich.investments.card.noAllocations',\n 'No target allocations set.'\n )}\n </p>\n )}\n </div>\n\n <dl className=\"grid grid-cols-2 gap-4 border-t border-border-subtle pt-4 text-sm\">\n <div>\n <dt className=\"text-text-secondary\">\n {translate('brainyrich.investments.detail.created', 'Created')}\n </dt>\n <dd className=\"text-text-primary\">{formatDate(model.createdAt)}</dd>\n </div>\n <div>\n <dt className=\"text-text-secondary\">\n {translate('brainyrich.investments.detail.updated', 'Updated')}\n </dt>\n <dd className=\"text-text-primary\">{formatDate(model.updatedAt)}</dd>\n </div>\n </dl>\n </div>\n )}\n\n <DialogFooter>\n <Button variant=\"outline\" onClick={onClose}>\n {translate('brainyrich.investments.detail.close', 'Close')}\n </Button>\n </DialogFooter>\n </DialogContent>\n </Dialog>\n 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1	- {"version":3,"file":"PortfoliosPage.js","names":[],"sources":["../../../src/brainyrich/pages/PortfoliosPage.tsx"],"sourcesContent":["import { useMemo, useState } from 'react';\nimport {\n Badge,\n Button,\n Card,\n CardContent,\n CardDescription,\n CardHeader,\n CardTitle,\n Dialog,\n DialogContent,\n DialogDescription,\n DialogFooter,\n DialogHeader,\n DialogTitle,\n DropdownMenu,\n DropdownMenuContent,\n DropdownMenuItem,\n DropdownMenuLabel,\n DropdownMenuSeparator,\n DropdownMenuTrigger,\n Input,\n Label,\n Select,\n SelectContent,\n SelectItem,\n SelectTrigger,\n SelectValue,\n Sheet,\n SheetContent,\n SheetDescription,\n SheetHeader,\n SheetTitle,\n Table,\n TableBody,\n TableCell,\n TableHead,\n TableHeader,\n TableRow,\n Textarea,\n} from '@burdenoff/fe-libs/ui';\nimport {\n ArrowDownRight,\n ArrowUpRight,\n Briefcase,\n MoreHorizontal,\n Pencil,\n Plus,\n Trash2,\n} from 'lucide-react';\n\nimport {\n useArchivePortfolio,\n useCreateHolding,\n useCreatePortfolio,\n useDeleteHolding,\n useHouseholds,\n useModelPortfolios,\n usePagedPortfolios,\n usePortfolio,\n useUpdateHolding,\n useUpdatePortfolio,\n} from '../hooks/useBrainyRichApi';\nimport {\n AccountPicker,\n ConfirmDialog,\n DonutChart,\n FadeIn,\n GlassCard,\n LoadMore,\n StatTile,\n type DonutDatum,\n type VizTone,\n} from '../components';\nimport { CommentThread } from '../components/reuse/CommentThread';\nimport { TagField } from '../components/reuse/TagField';\nimport { 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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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 { 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() ? 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(\n <div className=\"flex flex-wrap gap-1\">\n {tags.slice(0, 3).map((t) => (\n <Badge key={t} variant=\"outline\" className=\"text-[10px]\">\n {t}\n </Badge>\n ))}\n </div>\n ) : null}\n </div>\n </div>\n <Button variant=\"outline\" size=\"sm\" className=\"w-full\" onClick={onView}>\n View holdings\n </Button>\n </CardContent>\n </Card>\n </FadeIn>\n );\n}\n\n// ============================================================================\n// Page\n// ============================================================================\n\nexport function PortfoliosPage() {\n 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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