npm - @burdenoff/microfe-brainyrich - Versions diffs - 2026.819.1 → 2026.827.1 - Mend

@burdenoff/microfe-brainyrich 2026.819.1 → 2026.827.1

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1	- {"version":3,"file":"AdminFirmPage.js","names":[],"sources":["../../../src/brainyrich/pages/AdminFirmPage.tsx"],"sourcesContent":["/*\n AdminFirmPage — firm supervision dashboard (BOFF-3188).\n \n A FIRM_ADMIN-only view that surfaces consolidated firm AUM, advisor\n * supervision, and a household status breakdown. This is the BrainyRich-\n * specific vertical admin page called out in the product specs; the\n * underlying `braAdminFirmSummary` query reuses the same FIRM_ADMIN gate\n * and cached `BraHousehold.aum` rollup as the public `braFirmReport`.\n */\nimport {\n Badge,\n Card,\n CardContent,\n CardDescription,\n CardHeader,\n CardTitle,\n Table,\n TableBody,\n TableCell,\n TableHead,\n TableHeader,\n TableRow,\n} from '@burdenoff/fe-libs/ui';\nimport { Building2, Landmark, ShieldAlert, Users } from 'lucide-react';\nimport { useI18n } from '@burdenoff/fe-libs/shared/providers/shell/I18nProvider';\nimport { tWithFallback } from '../utils/i18n';\nimport { useMyAdvisorProfile, useAdminFirmSummary } from '../hooks/useBrainyRichApi';\nimport {\n SectionShell,\n EmptyState,\n LoadingState,\n ErrorState,\n formatMoney,\n formatDate,\n statusBadgeVariant,\n} from './_shared';\nimport { StatTile, FadeIn } from '../components/viz';\n\ntype Translate = (\n key: string,\n fallback: string,\n params?: Record<string, string \| number>\n) => string;\n\nexport function AdminFirmPage() {\n const { t } = useI18n();\n const translate: Translate = (key, fallback, params) => tWithFallback(t, key, fallback, params);\n\n const myProfileQuery = useMyAdvisorProfile();\n const summaryQuery = useAdminFirmSummary();\n\n const myProfile = myProfileQuery.data;\n const summary = summaryQuery.data;\n const isFirmAdmin = myProfile?.role === 'FIRM_ADMIN';\n\n if (myProfileQuery.isLoading \|\| summaryQuery.isLoading) {\n return (\n <SectionShell\n title={translate('brainyrich.admin.firm.title', 'Firm supervision')}\n description={translate(\n 'brainyrich.admin.firm.description',\n 'Consolidated AUM, advisor roster, and household status breakdown.'\n )}\n >\n <LoadingState />\n </SectionShell>\n );\n }\n\n if (!isFirmAdmin) {\n return (\n <SectionShell\n title={translate('brainyrich.admin.firm.title', 'Firm supervision')}\n description={translate(\n 'brainyrich.admin.firm.description',\n 'Consolidated AUM, advisor roster, and household status breakdown.'\n )}\n >\n <EmptyState\n icon={<ShieldAlert className=\"size-8\" aria-hidden=\"true\" />}\n title={translate('brainyrich.admin.firm.notAdmin', 'Firm admin access required')}\n description={translate(\n 'brainyrich.admin.firm.notAdminDescription',\n 'This dashboard is only available to firm admins.'\n )}\n />\n </SectionShell>\n );\n }\n\n if (summaryQuery.isError) {\n return (\n <SectionShell\n title={translate('brainyrich.admin.firm.title', 'Firm supervision')}\n description={translate(\n 'brainyrich.admin.firm.description',\n 'Consolidated AUM, advisor roster, and household status breakdown.'\n )}\n >\n <ErrorState onRetry={() => summaryQuery.refetch()} />\n </SectionShell>\n );\n }\n\n return (\n <SectionShell\n title={translate('brainyrich.admin.firm.title', 'Firm supervision')}\n description={translate(\n 'brainyrich.admin.firm.description',\n 'Consolidated AUM, advisor roster, and household status breakdown.'\n )}\n >\n <div className=\"space-y-6\">\n <FadeIn>\n <div className=\"grid gap-4 md:grid-cols-2 xl:grid-cols-4\">\n <StatTile\n label={translate('brainyrich.admin.firm.kpis.totalAum', 'Firm AUM')}\n value={summary ? formatMoney(summary.totalAum, summary.currency) : '—'}\n icon={<Landmark className=\"size-4\" aria-hidden=\"true\" />}\n glow\n />\n <StatTile\n label={translate('brainyrich.admin.firm.kpis.advisors', 'Advisors')}\n value={summary ? String(summary.totalAdvisors) : '—'}\n icon={<Users className=\"size-4\" aria-hidden=\"true\" />}\n />\n <StatTile\n label={translate('brainyrich.admin.firm.kpis.households', 'Households')}\n value={summary ? String(summary.totalHouseholds) : '—'}\n icon={<Building2 className=\"size-4\" aria-hidden=\"true\" />}\n />\n <StatTile\n label={translate('brainyrich.admin.firm.kpis.asOf', 'As of')}\n value={summary ? formatDate(summary.asOf) : '—'}\n />\n </div>\n </FadeIn>\n\n <div className=\"grid gap-6 lg:grid-cols-3\">\n <FadeIn className=\"lg:col-span-2\">\n <Card>\n <CardHeader>\n <CardTitle>\n {translate('brainyrich.admin.firm.byAdvisor.title', 'AUM by advisor')}\n </CardTitle>\n <CardDescription>\n {translate(\n 'brainyrich.admin.firm.byAdvisor.description',\n 'Sorted by AUM, largest book first.'\n )}\n </CardDescription>\n </CardHeader>\n <CardContent>\n {!summary \|\| summary.byAdvisor.length === 0 ? (\n <EmptyState\n icon={<Building2 className=\"size-8\" aria-hidden=\"true\" />}\n title={translate(\n 'brainyrich.admin.firm.byAdvisor.empty',\n 'No advisor books yet'\n )}\n />\n ) : (\n <Table>\n <TableHeader>\n <TableRow>\n <TableHead>Advisor</TableHead>\n <TableHead>Role</TableHead>\n <TableHead>Households</TableHead>\n <TableHead className=\"text-right\">AUM</TableHead>\n </TableRow>\n </TableHeader>\n <TableBody>\n {summary.byAdvisor.map((row) => (\n <TableRow key={row.advisorId}>\n <TableCell className=\"font-medium\">\n {row.displayName ?? row.email ?? row.advisorId}\n </TableCell>\n <TableCell>\n <Badge variant={row.role === 'FIRM_ADMIN' ? 'default' : 'secondary'}>\n {row.role ?? '—'}\n </Badge>\n </TableCell>\n <TableCell>{row.householdCount}</TableCell>\n <TableCell className=\"text-right font-medium\">\n {formatMoney(row.aum, summary.currency)}\n </TableCell>\n </TableRow>\n ))}\n </TableBody>\n </Table>\n )}\n </CardContent>\n </Card>\n </FadeIn>\n\n <FadeIn>\n <Card className=\"h-full\">\n <CardHeader>\n <CardTitle>\n {translate('brainyrich.admin.firm.byStatus.title', 'Households by status')}\n </CardTitle>\n <CardDescription>\n {translate(\n 'brainyrich.admin.firm.byStatus.description',\n 'Count and AUM grouped by household lifecycle status.'\n )}\n </CardDescription>\n </CardHeader>\n <CardContent>\n {!summary \|\| summary.byHouseholdStatus.length === 0 ? (\n <EmptyState\n icon={<Building2 className=\"size-8\" aria-hidden=\"true\" />}\n title={translate('brainyrich.admin.firm.byStatus.empty', 'No household data')}\n />\n ) : (\n <div className=\"space-y-3\">\n {summary.byHouseholdStatus.map((row) => (\n <div\n key={row.status}\n className=\"flex items-center justify-between gap-3 rounded-lg border border-border-subtle p-3\"\n >\n <div className=\"flex items-center gap-2\">\n <Badge variant={statusBadgeVariant(row.status)}>{row.status}</Badge>\n <span className=\"text-sm text-text-secondary\">{row.count}</span>\n </div>\n <span className=\"text-sm font-medium text-text-primary\">\n {formatMoney(row.aum, summary.currency)}\n </span>\n </div>\n ))}\n </div>\n )}\n </CardContent>\n </Card>\n </FadeIn>\n </div>\n </div>\n </SectionShell>\n );\n}\n"],"mappings":";;;;;;;;;AA4CA,SAAgB,IAAgB;CAC9B,IAAM,EAAE,SAAM,GAAS,EACjB,KAAwB,GAAK,GAAU,MAAW,EAAc,GAAG,GAAK,GAAU,EAAO,EAEzF,IAAiB,GAAqB,EACtC,IAAe,GAAqB,EAEpC,IAAY,EAAe,MAC3B,IAAU,EAAa,MACvB,IAAc,GAAW,SAAS;AAmDxC,QAjDI,EAAe,aAAa,EAAa,YAEzC,kBAAC,GAAD;EACE,OAAO,EAAU,+BAA+B,mBAAmB;EACnE,aAAa,EACX,qCACA,oEACD;YAED,kBAAC,GAAD,EAAgB,CAAA;EACH,CAAA,GAId,IAqBD,EAAa,UAEb,kBAAC,GAAD;EACE,OAAO,EAAU,+BAA+B,mBAAmB;EACnE,aAAa,EACX,qCACA,oEACD;YAED,kBAAC,GAAD,EAAY,eAAe,EAAa,SAAS,EAAI,CAAA;EACxC,CAAA,GAKjB,kBAAC,GAAD;EACE,OAAO,EAAU,+BAA+B,mBAAmB;EACnE,aAAa,EACX,qCACA,oEACD;YAED,kBAAC,OAAD;GAAK,WAAU;aAAf,CACE,kBAAC,GAAD,EAAA,UACE,kBAAC,OAAD;IAAK,WAAU;cAAf;KACE,kBAAC,GAAD;MACE,OAAO,EAAU,uCAAuC,WAAW;MACnE,OAAO,IAAU,EAAY,EAAQ,UAAU,EAAQ,SAAS,GAAG;MACnE,MAAM,kBAAC,GAAD;OAAU,WAAU;OAAS,eAAY;OAAS,CAAA;MACxD,MAAA;MACA,CAAA;KACF,kBAAC,GAAD;MACE,OAAO,EAAU,uCAAuC,WAAW;MACnE,OAAO,IAAU,OAAO,EAAQ,cAAc,GAAG;MACjD,MAAM,kBAAC,GAAD;OAAO,WAAU;OAAS,eAAY;OAAS,CAAA;MACrD,CAAA;KACF,kBAAC,GAAD;MACE,OAAO,EAAU,yCAAyC,aAAa;MACvE,OAAO,IAAU,OAAO,EAAQ,gBAAgB,GAAG;MACnD,MAAM,kBAAC,GAAD;OAAW,WAAU;OAAS,eAAY;OAAS,CAAA;MACzD,CAAA;KACF,kBAAC,GAAD;MACE,OAAO,EAAU,mCAAmC,QAAQ;MAC5D,OAAO,IAAU,EAAW,EAAQ,KAAK,GAAG;MAC5C,CAAA;KACE;OACC,CAAA,EAET,kBAAC,OAAD;IAAK,WAAU;cAAf,CACE,kBAAC,GAAD;KAAQ,WAAU;eAChB,kBAAC,GAAD,EAAA,UAAA,CACE,kBAAC,GAAD,EAAA,UAAA,CACE,kBAAC,GAAD,EAAA,UACG,EAAU,yCAAyC,iBAAiB,EAC3D,CAAA,EACZ,kBAAC,GAAD,EAAA,UACG,EACC,+CACA,qCACD,EACe,CAAA,CACP,EAAA,CAAA,EACb,kBAAC,GAAD,EAAA,UACG,CAAC,KAAW,EAAQ,UAAU,WAAW,IACxC,kBAAC,GAAD;MACE,MAAM,kBAAC,GAAD;OAAW,WAAU;OAAS,eAAY;OAAS,CAAA;MACzD,OAAO,EACL,yCACA,uBACD;MACD,CAAA,GAEF,kBAAC,GAAD,EAAA,UAAA,CACE,kBAAC,GAAD,EAAA,UACE,kBAAC,GAAD,EAAA,UAAA;MACE,kBAAC,GAAD,EAAA,UAAW,WAAmB,CAAA;MAC9B,kBAAC,GAAD,EAAA,UAAW,QAAgB,CAAA;MAC3B,kBAAC,GAAD,EAAA,UAAW,cAAsB,CAAA;MACjC,kBAAC,GAAD;OAAW,WAAU;iBAAa;OAAe,CAAA;MACxC,EAAA,CAAA,EACC,CAAA,EACd,kBAAC,GAAD,EAAA,UACG,EAAQ,UAAU,KAAK,MACtB,kBAAC,GAAD,EAAA,UAAA;MACE,kBAAC,GAAD;OAAW,WAAU;iBAClB,EAAI,eAAe,EAAI,SAAS,EAAI;OAC3B,CAAA;MACZ,kBAAC,GAAD,EAAA,UACE,kBAAC,GAAD;OAAO,SAAS,EAAI,SAAS,eAAe,YAAY;iBACrD,EAAI,QAAQ;OACP,CAAA,EACE,CAAA;MACZ,kBAAC,GAAD,EAAA,UAAY,EAAI,gBAA2B,CAAA;MAC3C,kBAAC,GAAD;OAAW,WAAU;iBAClB,EAAY,EAAI,KAAK,EAAQ,SAAS;OAC7B,CAAA;MACH,EAAA,EAbI,EAAI,UAaR,CACX,EACQ,CAAA,CACN,EAAA,CAAA,EAEE,CAAA,CACT,EAAA,CAAA;KACA,CAAA,EAET,kBAAC,GAAD,EAAA,UACE,kBAAC,GAAD;KAAM,WAAU;eAAhB,CACE,kBAAC,GAAD,EAAA,UAAA,CACE,kBAAC,GAAD,EAAA,UACG,EAAU,wCAAwC,uBAAuB,EAChE,CAAA,EACZ,kBAAC,GAAD,EAAA,UACG,EACC,8CACA,uDACD,EACe,CAAA,CACP,EAAA,CAAA,EACb,kBAAC,GAAD,EAAA,UACG,CAAC,KAAW,EAAQ,kBAAkB,WAAW,IAChD,kBAAC,GAAD;MACE,MAAM,kBAAC,GAAD;OAAW,WAAU;OAAS,eAAY;OAAS,CAAA;MACzD,OAAO,EAAU,wCAAwC,oBAAoB;MAC7E,CAAA,GAEF,kBAAC,OAAD;MAAK,WAAU;gBACZ,EAAQ,kBAAkB,KAAK,MAC9B,kBAAC,OAAD;OAEE,WAAU;iBAFZ,CAIE,kBAAC,OAAD;QAAK,WAAU;kBAAf,CACE,kBAAC,GAAD;SAAO,SAAS,EAAmB,EAAI,OAAO;mBAAG,EAAI;SAAe,CAAA,EACpE,kBAAC,QAAD;SAAM,WAAU;mBAA+B,EAAI;SAAa,CAAA,CAC5D;WACN,kBAAC,QAAD;QAAM,WAAU;kBACb,EAAY,EAAI,KAAK,EAAQ,SAAS;QAClC,CAAA,CACH;SAVC,EAAI,OAUL,CACN;MACE,CAAA,EAEI,CAAA,CACT;QACA,CAAA,CACL;MACF;;EACO,CAAA,GAtKb,kBAAC,GAAD;EACE,OAAO,EAAU,+BAA+B,mBAAmB;EACnE,aAAa,EACX,qCACA,oEACD;YAED,kBAAC,GAAD;GACE,MAAM,kBAAC,GAAD;IAAa,WAAU;IAAS,eAAY;IAAS,CAAA;GAC3D,OAAO,EAAU,kCAAkC,6BAA6B;GAChF,aAAa,EACX,6CACA,mDACD;GACD,CAAA;EACW,CAAA"}
1	+ {"version":3,"file":"AdminFirmPage.js","names":[],"sources":["../../../src/brainyrich/pages/AdminFirmPage.tsx"],"sourcesContent":["/*\n AdminFirmPage — firm supervision dashboard (BOFF-3188).\n \n A FIRM_ADMIN-only view that surfaces consolidated firm AUM, advisor\n * supervision, and a household status breakdown. This is the BrainyRich-\n * specific vertical admin page called out in the product specs; the\n * underlying `braAdminFirmSummary` query reuses the same FIRM_ADMIN gate\n * and cached `BraHousehold.aum` rollup as the public `braFirmReport`.\n /\nimport {\n Badge,\n Card,\n CardContent,\n CardDescription,\n CardHeader,\n CardTitle,\n Table,\n TableBody,\n TableCell,\n TableHead,\n TableHeader,\n TableRow,\n} from '@burdenoff/fe-libs/ui';\nimport { Building2, Landmark, ShieldAlert, Users } from 'lucide-react';\nimport { useI18n } from '@burdenoff/fe-libs/shared/providers/shell/I18nProvider';\nimport { tWithFallback } from '../utils/i18n';\nimport { useMyAdvisorProfile, useAdminFirmSummary } from '../hooks/useBrainyRichApi';\nimport {\n AllocationBars,\n SectionShell,\n EmptyState,\n LoadingState,\n ErrorState,\n formatMoney,\n formatDate,\n formatPct,\n statusBadgeVariant,\n type AllocationDatum,\n} from './_shared';\nimport { StatTile, FadeIn } from '../components/viz';\n\n/* Advisor books as a share of firm AUM — same rollup the table below lists. /\nconst MAX_CHARTED_ADVISORS = 8;\n\ninterface AdvisorBookRow {\n advisorId: string;\n aum: number;\n displayName?: string \| null;\n email?: string \| null;\n}\n\nfunction advisorShareBars(\n byAdvisor: readonly AdvisorBookRow[],\n totalAum: number,\n currency: string\n): AllocationDatum[] {\n if (totalAum <= 0) return [];\n return byAdvisor.slice(0, MAX_CHARTED_ADVISORS).map((row) => {\n const share = (row.aum / totalAum) 100;\n return {\n label: row.displayName ?? row.email ?? row.advisorId,\n value: share,\n tone: 'accent' as const,\n caption: `${formatMoney(row.aum, currency)} · ${formatPct(share)}`,\n };\n });\n}\n\ntype Translate = (\n key: string,\n fallback: string,\n params?: Record<string, string \| number>\n) => string;\n\nexport function AdminFirmPage() {\n const { t } = useI18n();\n const translate: Translate = (key, fallback, params) => tWithFallback(t, key, fallback, params);\n\n const myProfileQuery = useMyAdvisorProfile();\n const summaryQuery = useAdminFirmSummary();\n\n const myProfile = myProfileQuery.data;\n const summary = summaryQuery.data;\n const isFirmAdmin = myProfile?.role === 'FIRM_ADMIN';\n\n if (myProfileQuery.isLoading \|\| summaryQuery.isLoading) {\n return (\n <SectionShell\n title={translate('brainyrich.admin.firm.title', 'Firm supervision')}\n description={translate(\n 'brainyrich.admin.firm.description',\n 'Consolidated AUM, advisor roster, and household status breakdown.'\n )}\n >\n <LoadingState />\n </SectionShell>\n );\n }\n\n if (!isFirmAdmin) {\n return (\n <SectionShell\n title={translate('brainyrich.admin.firm.title', 'Firm supervision')}\n description={translate(\n 'brainyrich.admin.firm.description',\n 'Consolidated AUM, advisor roster, and household status breakdown.'\n )}\n >\n <EmptyState\n icon={<ShieldAlert className=\"size-8\" aria-hidden=\"true\" />}\n title={translate('brainyrich.admin.firm.notAdmin', 'Firm admin access required')}\n description={translate(\n 'brainyrich.admin.firm.notAdminDescription',\n 'This dashboard is only available to firm admins.'\n )}\n />\n </SectionShell>\n );\n }\n\n if (summaryQuery.isError) {\n return (\n <SectionShell\n title={translate('brainyrich.admin.firm.title', 'Firm supervision')}\n description={translate(\n 'brainyrich.admin.firm.description',\n 'Consolidated AUM, advisor roster, and household status breakdown.'\n )}\n >\n <ErrorState onRetry={() => summaryQuery.refetch()} />\n </SectionShell>\n );\n }\n\n return (\n <SectionShell\n title={translate('brainyrich.admin.firm.title', 'Firm supervision')}\n description={translate(\n 'brainyrich.admin.firm.description',\n 'Consolidated AUM, advisor roster, and household status breakdown.'\n )}\n >\n <div className=\"space-y-6\">\n <FadeIn>\n <div className=\"grid gap-4 md:grid-cols-2 xl:grid-cols-4\">\n <StatTile\n label={translate('brainyrich.admin.firm.kpis.totalAum', 'Firm AUM')}\n value={summary ? formatMoney(summary.totalAum, summary.currency) : '—'}\n icon={<Landmark className=\"size-4\" aria-hidden=\"true\" />}\n glow\n />\n <StatTile\n label={translate('brainyrich.admin.firm.kpis.advisors', 'Advisors')}\n value={summary ? String(summary.totalAdvisors) : '—'}\n icon={<Users className=\"size-4\" aria-hidden=\"true\" />}\n />\n <StatTile\n label={translate('brainyrich.admin.firm.kpis.households', 'Households')}\n value={summary ? String(summary.totalHouseholds) : '—'}\n icon={<Building2 className=\"size-4\" aria-hidden=\"true\" />}\n />\n <StatTile\n label={translate('brainyrich.admin.firm.kpis.asOf', 'As of')}\n value={summary ? formatDate(summary.asOf) : '—'}\n />\n </div>\n </FadeIn>\n\n <div className=\"grid gap-6 lg:grid-cols-3\">\n <FadeIn className=\"lg:col-span-2\">\n <Card>\n <CardHeader>\n <CardTitle>\n {translate('brainyrich.admin.firm.byAdvisor.title', 'AUM by advisor')}\n </CardTitle>\n <CardDescription>\n {translate(\n 'brainyrich.admin.firm.byAdvisor.description',\n 'Sorted by AUM, largest book first.'\n )}\n </CardDescription>\n </CardHeader>\n <CardContent>\n {!summary \|\| summary.byAdvisor.length === 0 ? (\n <EmptyState\n icon={<Building2 className=\"size-8\" aria-hidden=\"true\" />}\n title={translate(\n 'brainyrich.admin.firm.byAdvisor.empty',\n 'No advisor books yet'\n )}\n />\n ) : (\n <div className=\"space-y-6\">\n {advisorShareBars(summary.byAdvisor, summary.totalAum, summary.currency)\n .length > 0 ? (\n <div className=\"space-y-2\">\n <p className=\"text-xs font-medium uppercase tracking-wide text-text-secondary\">\n {translate(\n 'brainyrich.admin.firm.byAdvisor.shareLabel',\n 'Share of firm AUM'\n )}\n </p>\n <AllocationBars\n data={advisorShareBars(\n summary.byAdvisor,\n summary.totalAum,\n summary.currency\n )}\n />\n {summary.byAdvisor.length > MAX_CHARTED_ADVISORS ? (\n <p className=\"text-xs text-text-secondary\">\n Showing the {MAX_CHARTED_ADVISORS} largest books — every advisor is\n listed below.\n </p>\n ) : null}\n </div>\n ) : null}\n\n <Table>\n <TableHeader>\n <TableRow>\n <TableHead>Advisor</TableHead>\n <TableHead>Role</TableHead>\n <TableHead>Households</TableHead>\n <TableHead className=\"text-right\">AUM</TableHead>\n </TableRow>\n </TableHeader>\n <TableBody>\n {summary.byAdvisor.map((row) => (\n <TableRow key={row.advisorId}>\n <TableCell className=\"font-medium\">\n {row.displayName ?? row.email ?? row.advisorId}\n </TableCell>\n <TableCell>\n <Badge variant={row.role === 'FIRM_ADMIN' ? 'default' : 'secondary'}>\n {row.role ?? '—'}\n </Badge>\n </TableCell>\n <TableCell>{row.householdCount}</TableCell>\n <TableCell className=\"text-right font-medium\">\n {formatMoney(row.aum, summary.currency)}\n </TableCell>\n </TableRow>\n ))}\n </TableBody>\n </Table>\n </div>\n )}\n </CardContent>\n </Card>\n </FadeIn>\n\n <FadeIn>\n <Card className=\"h-full\">\n <CardHeader>\n <CardTitle>\n {translate('brainyrich.admin.firm.byStatus.title', 'Households by status')}\n </CardTitle>\n <CardDescription>\n {translate(\n 'brainyrich.admin.firm.byStatus.description',\n 'Count and AUM grouped by household lifecycle status.'\n )}\n </CardDescription>\n </CardHeader>\n <CardContent>\n {!summary \|\| summary.byHouseholdStatus.length === 0 ? 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