@burdenoff/microfe-brainyrich 2026.825.1 → 2026.827.1

package/dist/brainyrich/pages/PortfoliosPage.js

@@ -1,20 +1,20 @@
-import { useArchivePortfolio as e, useCreateHolding as t, useCreatePortfolio as n, useDeleteHolding as r, useHouseholds as i, useModelPortfolios as a, usePagedPortfolios as o, usePortfolio as s, useUpdateHolding as c, useUpdatePortfolio as l } from "../hooks/useBrainyRichApi.js";
-import { LoadMore as u } from "../components/LoadMore.js";
-import { ConfirmDialog as d } from "../components/ConfirmDialog.js";
-import { DonutChart as f, FadeIn as p, GlassCard as m, StatTile as h } from "../components/viz.js";
-import { AccountPicker as g } from "../components/pickers.js";
+import { useAllHoldings as e, useArchivePortfolio as t, useCreateHolding as n, useCreatePortfolio as r, useDeleteHolding as i, useHouseholds as a, useModelPortfolios as o, usePagedPortfolios as s, usePortfolio as c, useUpdateHolding as l, useUpdatePortfolio as u } from "../hooks/useBrainyRichApi.js";
+import { LoadMore as d } from "../components/LoadMore.js";
+import { ConfirmDialog as f } from "../components/ConfirmDialog.js";
+import { DonutChart as p, FadeIn as m, GlassCard as h, StatTile as g } from "../components/viz.js";
+import { AccountPicker as _ } from "../components/pickers.js";
 import "../components/index.js";
-import { AllocationBars as _, EmptyState as ee, ErrorState as te, LoadingState as ne, SectionShell as re, formatCompact as ie, formatMoney as v, formatPct as y, statusBadgeVariant as b } from "./_shared.js";
-import { hapticSuccess as x, showToast as S } from "../utils/nativeControls.js";
-import { useTrackBrainyRichPageView as C } from "../hooks/useBrainyRichAnalytics.js";
-import { TagField as w } from "../components/reuse/TagField.js";
-import { CommentThread as ae } from "../components/reuse/CommentThread.js";
-import { useMemo as T, useState as E } from "react";
-import { ArrowDownRight as D, ArrowUpRight as O, Briefcase as k, MoreHorizontal as oe, Pencil as se, Plus as A, Trash2 as ce } from "lucide-react";
-import { Fragment as le, jsx as j, jsxs as M } from "react/jsx-runtime";
-import { Badge as N, Button as P, Card as F, CardContent as I, CardDescription as ue, CardHeader as de, CardTitle as fe, Dialog as L, DialogContent as R, DialogDescription as pe, DialogFooter as z, DialogHeader as B, DialogTitle as me, DropdownMenu as he, DropdownMenuContent as ge, DropdownMenuItem as V, DropdownMenuLabel as _e, DropdownMenuSeparator as ve, DropdownMenuTrigger as ye, Input as H, Label as U, Select as W, SelectContent as G, SelectItem as K, SelectTrigger as q, SelectValue as J, Sheet as be, SheetContent as xe, SheetDescription as Se, SheetHeader as Ce, SheetTitle as we, Table as Te, TableBody as Ee, TableCell as Y, TableHead as X, TableHeader as De, TableRow as Oe, Textarea as ke } from "@burdenoff/fe-libs/ui";
+import { AllocationBars as ee, EmptyState as te, ErrorState as ne, LoadingState as re, SectionShell as ie, deltaToneClass as v, formatCompact as y, formatMoney as b, formatPct as x, statusBadgeVariant as S } from "./_shared.js";
+import { hapticSuccess as C, showToast as w } from "../utils/nativeControls.js";
+import { useTrackBrainyRichPageView as T } from "../hooks/useBrainyRichAnalytics.js";
+import { TagField as ae } from "../components/reuse/TagField.js";
+import { CommentThread as oe } from "../components/reuse/CommentThread.js";
+import { useMemo as E, useState as D } from "react";
+import { ArrowDownRight as O, ArrowUpRight as k, Briefcase as A, MoreHorizontal as se, Pencil as ce, Plus as le, Trash2 as ue } from "lucide-react";
+import { Fragment as de, jsx as j, jsxs as M } from "react/jsx-runtime";
+import { Badge as N, Button as P, Card as F, CardContent as I, CardDescription as L, CardHeader as R, CardTitle as z, Dialog as B, DialogContent as V, DialogDescription as fe, DialogFooter as H, DialogHeader as U, DialogTitle as W, DropdownMenu as pe, DropdownMenuContent as me, DropdownMenuItem as G, DropdownMenuLabel as he, DropdownMenuSeparator as ge, DropdownMenuTrigger as _e, Input as K, Label as q, Select as ve, SelectContent as ye, SelectItem as J, SelectTrigger as be, SelectValue as xe, Sheet as Se, SheetContent as Ce, SheetDescription as we, SheetHeader as Te, SheetTitle as Ee, Table as De, TableBody as Oe, TableCell as Y, TableHead as X, TableHeader as ke, TableRow as Ae, Textarea as je } from "@burdenoff/fe-libs/ui";
 //#region src/brainyrich/pages/PortfoliosPage.tsx
-var Ae = [
+var Me = [
 	"EQUITY",
 	"FIXED_INCOME",
 	"CASH",
@@ -22,7 +22,7 @@ var Ae = [
 	"COMMODITY",
 	"CRYPTO",
 	"ALTERNATIVE"
-], je = [
+], Ne = [
 	"DRAFT",
 	"ACTIVE",
 	"ARCHIVED"
@@ -30,7 +30,7 @@ var Ae = [
 	if (e.trim() === "") return;
 	let t = Number(e);
 	return Number.isFinite(t) ? t : void 0;
-}, Me = {
+}, Pe = {
 	EQUITY: "brand",
 	FIXED_INCOME: "blue",
 	CASH: "teal",
@@ -38,29 +38,72 @@ var Ae = [
 	COMMODITY: "warning",
 	CRYPTO: "indigo",
 	ALTERNATIVE: "info"
-}, Ne = (e) => Me[e.toUpperCase()] ?? "neutral";
-function Pe(e) {
-	return !e || typeof e != "object" ? [] : Object.entries(e).map(([e, t]) => ({
-		label: e,
-		value: Number(t)
-	})).filter((e) => Number.isFinite(e.value)).map((e) => ({
-		label: Q(e.label),
-		value: e.value,
+}, Fe = (e) => Pe[e.toUpperCase()] ?? "neutral";
+function Ie(e) {
+	return Array.isArray(e) ? e.flatMap((e) => {
+		if (!e || typeof e != "object") return [];
+		let { assetClass: t, targetPct: n } = e;
+		if (typeof t != "string") return [];
+		let r = Number(n);
+		return Number.isFinite(r) ? [{
+			assetClass: t,
+			targetPct: r
+		}] : [];
+	}) : e && typeof e == "object" ? Object.entries(e).flatMap(([e, t]) => {
+		let n = Number(t);
+		return Number.isFinite(n) ? [{
+			assetClass: e,
+			targetPct: n
+		}] : [];
+	}) : [];
+}
+function Le(e) {
+	return Ie(e).map((e) => ({
+		label: Q(e.assetClass),
+		value: e.targetPct,
 		tone: "accent"
 	}));
 }
-function Fe(e) {
-	return !e || typeof e != "object" ? [] : Object.entries(e).map(([e, t]) => ({
-		key: e,
-		value: Number(t)
-	})).filter((e) => Number.isFinite(e.value) && e.value > 0).sort((e, t) => t.value - e.value).map((e) => ({
-		label: Q(e.key),
-		value: e.value,
-		tone: Ne(e.key)
+function Re(e) {
+	return Ie(e).filter((e) => e.targetPct > 0).sort((e, t) => t.targetPct - e.targetPct).map((e) => ({
+		label: Q(e.assetClass),
+		value: e.targetPct,
+		tone: Fe(e.assetClass)
 	}));
 }
-function Ie({ value: e, currency: t }) {
-	let n = e > 0, r = e < 0, i = n ? "text-status-success-text" : r ? "text-status-error-text" : "text-text-secondary", a = n ? O : r ? D : null;
+var ze = {
+	marketValue: 0,
+	costBasis: 0,
+	unrealizedGain: 0,
+	gainPct: null,
+	holdingCount: 0,
+	maxDriftPct: null,
+	driftAssetClass: null
+};
+function Be(e, t) {
+	if (e.length === 0) return ze;
+	let n = 0, r = 0, i = /* @__PURE__ */ new Map();
+	for (let t of e) n += t.marketValue, r += t.costBasis, i.set(t.assetClass, (i.get(t.assetClass) ?? 0) + t.marketValue);
+	let a = n - r, o = Ie(t), s = null, c = null;
+	if (o.length > 0 && n > 0) {
+		let e = new Set([...i.keys(), ...o.map((e) => e.assetClass)]);
+		for (let t of e) {
+			let e = (i.get(t) ?? 0) / n * 100 - (o.find((e) => e.assetClass === t)?.targetPct ?? 0);
+			(s === null || Math.abs(e) > Math.abs(s)) && (s = e, c = t);
+		}
+	}
+	return {
+		marketValue: n,
+		costBasis: r,
+		unrealizedGain: a,
+		gainPct: r > 0 ? a / r * 100 : null,
+		holdingCount: e.length,
+		maxDriftPct: s,
+		driftAssetClass: c
+	};
+}
+function Ve({ value: e, currency: t }) {
+	let n = e > 0, r = e < 0, i = n ? "text-status-success-text" : r ? "text-status-error-text" : "text-text-secondary", a = n ? k : r ? O : null;
 	return /* @__PURE__ */ M("span", {
 		className: `inline-flex items-center justify-end gap-1 font-medium ${i}`,
 		children: [
@@ -69,11 +112,11 @@ function Ie({ value: e, currency: t }) {
 				"aria-hidden": "true"
 			}) : null,
 			n ? "+" : "",
-			v(e, t)
+			b(e, t)
 		]
 	});
 }
-function Le() {
+function He() {
 	return {
 		name: "",
 		baseCurrency: "USD",
@@ -84,34 +127,34 @@ function Le() {
 		householdId: Z
 	};
 }
-function Re({ open: e, onOpenChange: t, editing: r }) {
-	let { data: o } = a(), { data: s } = i(), c = n(), u = l(), [d, f] = E(Le), [p, m] = E(null), h = r?.id ?? "new";
-	e && p !== h && (m(h), f(r ? {
-		name: r.name,
-		baseCurrency: r.baseCurrency,
-		description: r.description ?? "",
-		driftThresholdPct: String(r.driftThresholdPct),
-		status: r.status,
-		modelPortfolioId: r.modelPortfolioId ?? Z,
-		householdId: r.householdId ?? Z
-	} : Le())), !e && p !== null && m(null);
-	let g = c.isPending || u.isPending, _ = d.name.trim().length > 0;
-	return /* @__PURE__ */ j(L, {
+function Ue({ open: e, onOpenChange: t, editing: n }) {
+	let { data: i } = o(), { data: s } = a(), c = r(), l = u(), [d, f] = D(He), [p, m] = D(null), h = n?.id ?? "new";
+	e && p !== h && (m(h), f(n ? {
+		name: n.name,
+		baseCurrency: n.baseCurrency,
+		description: n.description ?? "",
+		driftThresholdPct: String(n.driftThresholdPct),
+		status: n.status,
+		modelPortfolioId: n.modelPortfolioId ?? Z,
+		householdId: n.householdId ?? Z
+	} : He())), !e && p !== null && m(null);
+	let g = c.isPending || l.isPending, _ = d.name.trim().length > 0;
+	return /* @__PURE__ */ j(B, {
 		open: e,
 		onOpenChange: t,
-		children: /* @__PURE__ */ M(R, {
+		children: /* @__PURE__ */ M(V, {
 			className: "max-h-[90vh] overflow-y-auto sm:max-w-lg",
 			children: [
-				/* @__PURE__ */ M(B, { children: [/* @__PURE__ */ j(me, { children: r ? "Edit portfolio" : "New portfolio" }), /* @__PURE__ */ j(pe, { children: r ? "Update this portfolio’s strategy settings." : "Create an investment portfolio to organize and rebalance holdings." })] }),
+				/* @__PURE__ */ M(U, { children: [/* @__PURE__ */ j(W, { children: n ? "Edit portfolio" : "New portfolio" }), /* @__PURE__ */ j(fe, { children: n ? "Update this portfolio’s strategy settings." : "Create an investment portfolio to organize and rebalance holdings." })] }),
 				/* @__PURE__ */ M("div", {
 					className: "space-y-4 py-2",
 					children: [
 						/* @__PURE__ */ M("div", {
 							className: "space-y-1.5",
-							children: [/* @__PURE__ */ j(U, {
+							children: [/* @__PURE__ */ j(q, {
 								htmlFor: "pf-name",
 								children: "Name"
-							}), /* @__PURE__ */ j(H, {
+							}), /* @__PURE__ */ j(K, {
 								id: "pf-name",
 								value: d.name,
 								onChange: (e) => f((t) => ({
@@ -126,10 +169,10 @@ function Re({ open: e, onOpenChange: t, editing: r }) {
 							className: "grid grid-cols-2 gap-4",
 							children: [/* @__PURE__ */ M("div", {
 								className: "space-y-1.5",
-								children: [/* @__PURE__ */ j(U, {
+								children: [/* @__PURE__ */ j(q, {
 									htmlFor: "pf-currency",
 									children: "Base currency"
-								}), /* @__PURE__ */ j(H, {
+								}), /* @__PURE__ */ j(K, {
 									id: "pf-currency",
 									value: d.baseCurrency,
 									onChange: (e) => f((t) => ({
@@ -141,10 +184,10 @@ function Re({ open: e, onOpenChange: t, editing: r }) {
 								})]
 							}), /* @__PURE__ */ M("div", {
 								className: "space-y-1.5",
-								children: [/* @__PURE__ */ j(U, {
+								children: [/* @__PURE__ */ j(q, {
 									htmlFor: "pf-drift",
 									children: "Drift threshold %"
-								}), /* @__PURE__ */ j(H, {
+								}), /* @__PURE__ */ j(K, {
 									id: "pf-drift",
 									type: "number",
 									min: 0,
@@ -157,21 +200,21 @@ function Re({ open: e, onOpenChange: t, editing: r }) {
 								})]
 							})]
 						}),
-						r ? /* @__PURE__ */ M("div", {
+						n ? /* @__PURE__ */ M("div", {
 							className: "space-y-1.5",
-							children: [/* @__PURE__ */ j(U, {
+							children: [/* @__PURE__ */ j(q, {
 								htmlFor: "pf-status",
 								children: "Status"
-							}), /* @__PURE__ */ M(W, {
+							}), /* @__PURE__ */ M(ve, {
 								value: d.status,
 								onValueChange: (e) => f((t) => ({
 									...t,
 									status: e
 								})),
-								children: [/* @__PURE__ */ j(q, {
+								children: [/* @__PURE__ */ j(be, {
 									id: "pf-status",
-									children: /* @__PURE__ */ j(J, {})
-								}), /* @__PURE__ */ j(G, { children: je.map((e) => /* @__PURE__ */ j(K, {
+									children: /* @__PURE__ */ j(xe, {})
+								}), /* @__PURE__ */ j(ye, { children: Ne.map((e) => /* @__PURE__ */ j(J, {
 									value: e,
 									children: Q(e)
 								}, e)) })]
@@ -179,45 +222,45 @@ function Re({ open: e, onOpenChange: t, editing: r }) {
 						}) : null,
 						/* @__PURE__ */ M("div", {
 							className: "space-y-1.5",
-							children: [/* @__PURE__ */ j(U, {
+							children: [/* @__PURE__ */ j(q, {
 								htmlFor: "pf-model",
 								children: "Model portfolio"
-							}), /* @__PURE__ */ M(W, {
+							}), /* @__PURE__ */ M(ve, {
 								value: d.modelPortfolioId,
 								onValueChange: (e) => f((t) => ({
 									...t,
 									modelPortfolioId: e
 								})),
-								children: [/* @__PURE__ */ j(q, {
+								children: [/* @__PURE__ */ j(be, {
 									id: "pf-model",
-									children: /* @__PURE__ */ j(J, { placeholder: "None" })
-								}), /* @__PURE__ */ M(G, { children: [/* @__PURE__ */ j(K, {
+									children: /* @__PURE__ */ j(xe, { placeholder: "None" })
+								}), /* @__PURE__ */ M(ye, { children: [/* @__PURE__ */ j(J, {
 									value: Z,
 									children: "None"
-								}), o.map((e) => /* @__PURE__ */ j(K, {
+								}), i.map((e) => /* @__PURE__ */ j(J, {
 									value: e.id,
 									children: e.name
 								}, e.id))] })]
 							})]
 						}),
-						r ? null : /* @__PURE__ */ M("div", {
+						n ? null : /* @__PURE__ */ M("div", {
 							className: "space-y-1.5",
-							children: [/* @__PURE__ */ j(U, {
+							children: [/* @__PURE__ */ j(q, {
 								htmlFor: "pf-household",
 								children: "Household"
-							}), /* @__PURE__ */ M(W, {
+							}), /* @__PURE__ */ M(ve, {
 								value: d.householdId,
 								onValueChange: (e) => f((t) => ({
 									...t,
 									householdId: e
 								})),
-								children: [/* @__PURE__ */ j(q, {
+								children: [/* @__PURE__ */ j(be, {
 									id: "pf-household",
-									children: /* @__PURE__ */ j(J, { placeholder: "None" })
-								}), /* @__PURE__ */ M(G, { children: [/* @__PURE__ */ j(K, {
+									children: /* @__PURE__ */ j(xe, { placeholder: "None" })
+								}), /* @__PURE__ */ M(ye, { children: [/* @__PURE__ */ j(J, {
 									value: Z,
 									children: "None"
-								}), s.map((e) => /* @__PURE__ */ j(K, {
+								}), s.map((e) => /* @__PURE__ */ j(J, {
 									value: e.id,
 									children: e.name
 								}, e.id))] })]
@@ -225,10 +268,10 @@ function Re({ open: e, onOpenChange: t, editing: r }) {
 						}),
 						/* @__PURE__ */ M("div", {
 							className: "space-y-1.5",
-							children: [/* @__PURE__ */ j(U, {
+							children: [/* @__PURE__ */ j(q, {
 								htmlFor: "pf-desc",
 								children: "Description"
-							}), /* @__PURE__ */ j(ke, {
+							}), /* @__PURE__ */ j(je, {
 								id: "pf-desc",
 								value: d.description,
 								onChange: (e) => f((t) => ({
@@ -241,7 +284,7 @@ function Re({ open: e, onOpenChange: t, editing: r }) {
 						})
 					]
 				}),
-				/* @__PURE__ */ M(z, { children: [/* @__PURE__ */ j(P, {
+				/* @__PURE__ */ M(H, { children: [/* @__PURE__ */ j(P, {
 					variant: "outline",
 					onClick: () => t(!1),
 					disabled: g,
@@ -249,38 +292,38 @@ function Re({ open: e, onOpenChange: t, editing: r }) {
 				}), /* @__PURE__ */ j(P, {
 					onClick: () => {
 						if (!_) return;
-						let e = $(d.driftThresholdPct), n = d.modelPortfolioId === Z ? null : d.modelPortfolioId, i = d.householdId === Z ? null : d.householdId;
-						r ? u.mutate({
-							id: r.id,
+						let e = $(d.driftThresholdPct), r = d.modelPortfolioId === Z ? null : d.modelPortfolioId, i = d.householdId === Z ? null : d.householdId;
+						n ? l.mutate({
+							id: n.id,
 							input: {
 								name: d.name.trim(),
 								baseCurrency: d.baseCurrency.trim() || "USD",
 								description: d.description.trim() || null,
 								driftThresholdPct: e,
 								status: d.status,
-								modelPortfolioId: n
+								modelPortfolioId: r
 							}
 						}, { onSuccess: () => {
-							x(), S("Portfolio saved"), t(!1);
+							C(), w("Portfolio saved"), t(!1);
 						} }) : c.mutate({
 							name: d.name.trim(),
 							baseCurrency: d.baseCurrency.trim() || "USD",
 							description: d.description.trim() || null,
 							driftThresholdPct: e,
-							modelPortfolioId: n,
+							modelPortfolioId: r,
 							householdId: i
 						}, { onSuccess: () => {
-							x(), S("Portfolio created"), t(!1);
+							C(), w("Portfolio created"), t(!1);
 						} });
 					},
 					disabled: !_ || g,
-					children: g ? "Saving…" : r ? "Save changes" : "Create portfolio"
+					children: g ? "Saving…" : n ? "Save changes" : "Create portfolio"
 				})] })
 			]
 		})
 	});
 }
-function ze() {
+function We() {
 	return {
 		accountId: "",
 		symbol: "",
@@ -291,9 +334,9 @@ function ze() {
 		costBasis: "0"
 	};
 }
-function Be({ open: e, onOpenChange: n, portfolioId: r, editing: i }) {
-	let a = t(), o = c(), [s, l] = E(ze), [u, d] = E(null), f = i?.id ?? "new";
-	e && u !== f && (d(f), l(i ? {
+function Ge({ open: e, onOpenChange: t, portfolioId: r, editing: i }) {
+	let a = n(), o = l(), [s, c] = D(We), [u, d] = D(null), f = i?.id ?? "new";
+	e && u !== f && (d(f), c(i ? {
 		accountId: i.accountId,
 		symbol: i.symbol,
 		name: i.name ?? "",
@@ -301,22 +344,22 @@ function Be({ open: e, onOpenChange: n, portfolioId: r, editing: i }) {
 		quantity: String(i.quantity),
 		lastPrice: String(i.lastPrice),
 		costBasis: String(i.costBasis)
-	} : ze())), !e && u !== null && d(null);
-	let p = a.isPending || o.isPending, m = s.symbol.trim().length > 0, h = i ? !0 : s.accountId.trim().length > 0, _ = m && h && !p;
-	return /* @__PURE__ */ j(L, {
+	} : We())), !e && u !== null && d(null);
+	let p = a.isPending || o.isPending, m = s.symbol.trim().length > 0, h = i ? !0 : s.accountId.trim().length > 0, g = m && h && !p;
+	return /* @__PURE__ */ j(B, {
 		open: e,
-		onOpenChange: n,
-		children: /* @__PURE__ */ M(R, {
+		onOpenChange: t,
+		children: /* @__PURE__ */ M(V, {
 			className: "max-h-[90vh] overflow-y-auto sm:max-w-lg",
 			children: [
-				/* @__PURE__ */ M(B, { children: [/* @__PURE__ */ j(me, { children: i ? "Edit holding" : "Add holding" }), /* @__PURE__ */ j(pe, { children: i ? "Update the position details for this holding." : "Add a position to this portfolio from one of your accounts." })] }),
+				/* @__PURE__ */ M(U, { children: [/* @__PURE__ */ j(W, { children: i ? "Edit holding" : "Add holding" }), /* @__PURE__ */ j(fe, { children: i ? "Update the position details for this holding." : "Add a position to this portfolio from one of your accounts." })] }),
 				/* @__PURE__ */ M("div", {
 					className: "space-y-4 py-2",
 					children: [
-						i ? null : /* @__PURE__ */ j(g, {
+						i ? null : /* @__PURE__ */ j(_, {
 							id: "h-account",
 							value: s.accountId,
-							onChange: (e) => l((t) => ({
+							onChange: (e) => c((t) => ({
 								...t,
 								accountId: e
 							})),
@@ -326,13 +369,13 @@ function Be({ open: e, onOpenChange: n, portfolioId: r, editing: i }) {
 							className: "grid grid-cols-2 gap-4",
 							children: [/* @__PURE__ */ M("div", {
 								className: "space-y-1.5",
-								children: [/* @__PURE__ */ j(U, {
+								children: [/* @__PURE__ */ j(q, {
 									htmlFor: "h-symbol",
 									children: "Symbol"
-								}), /* @__PURE__ */ j(H, {
+								}), /* @__PURE__ */ j(K, {
 									id: "h-symbol",
 									value: s.symbol,
-									onChange: (e) => l((t) => ({
+									onChange: (e) => c((t) => ({
 										...t,
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@@ -342,19 +385,19 @@ function Be({ open: e, onOpenChange: n, portfolioId: r, editing: i }) {
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 							}), /* @__PURE__ */ M("div", {
 								className: "space-y-1.5",
-								children: [/* @__PURE__ */ j(U, {
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 									children: "Asset class"
-								}), /* @__PURE__ */ M(W, {
+								}), /* @__PURE__ */ M(ve, {
 									value: s.assetClass,
-									onValueChange: (e) => l((t) => ({
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 									})),
-									children: [/* @__PURE__ */ j(q, {
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-										children: /* @__PURE__ */ j(J, {})
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 						}),
 						/* @__PURE__ */ M("div", {
 							className: "space-y-1.5",
-							children: [/* @__PURE__ */ j(U, {
+							children: [/* @__PURE__ */ j(q, {
 								htmlFor: "h-name",
 								children: "Name"
-							}), /* @__PURE__ */ j(H, {
+							}), /* @__PURE__ */ j(K, {
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 								value: s.name,
-								onChange: (e) => l((t) => ({
+								onChange: (e) => c((t) => ({
 									...t,
 									name: e.target.value
 								})),
@@ -381,15 +424,15 @@ function Be({ open: e, onOpenChange: n, portfolioId: r, editing: i }) {
 							children: [
 								/* @__PURE__ */ M("div", {
 									className: "space-y-1.5",
-									children: [/* @__PURE__ */ j(U, {
+									children: [/* @__PURE__ */ j(q, {
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 										children: "Quantity"
-									}), /* @__PURE__ */ j(H, {
+									}), /* @__PURE__ */ j(K, {
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 										type: "number",
 										step: "any",
 										value: s.quantity,
-										onChange: (e) => l((t) => ({
+										onChange: (e) => c((t) => ({
 											...t,
 											quantity: e.target.value
 										}))
@@ -397,15 +440,15 @@ function Be({ open: e, onOpenChange: n, portfolioId: r, editing: i }) {
 								}),
 								/* @__PURE__ */ M("div", {
 									className: "space-y-1.5",
-									children: [/* @__PURE__ */ j(U, {
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 										type: "number",
 										step: "any",
 										value: s.lastPrice,
-										onChange: (e) => l((t) => ({
+										onChange: (e) => c((t) => ({
 											...t,
 											lastPrice: e.target.value
 										}))
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 								}),
 								/* @__PURE__ */ M("div", {
 									className: "space-y-1.5",
-									children: [/* @__PURE__ */ j(U, {
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 										type: "number",
 										step: "any",
 										value: s.costBasis,
-										onChange: (e) => l((t) => ({
+										onChange: (e) => c((t) => ({
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 											costBasis: e.target.value
 										}))
@@ -431,9 +474,9 @@ function Be({ open: e, onOpenChange: n, portfolioId: r, editing: i }) {
 						})
 					]
 				}),
-				/* @__PURE__ */ M(z, { children: [/* @__PURE__ */ j(P, {
+				/* @__PURE__ */ M(H, { children: [/* @__PURE__ */ j(P, {
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-					onClick: () => n(!1),
+					onClick: () => t(!1),
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 					children: "Cancel"
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@@ -448,7 +491,7 @@ function Be({ open: e, onOpenChange: n, portfolioId: r, editing: i }) {
 								costBasis: $(s.costBasis)
 							}
 						}, { onSuccess: () => {
-							x(), S("Holding saved"), n(!1);
+							C(), w("Holding saved"), t(!1);
 						} }) : a.mutate({
 							accountId: s.accountId,
 							portfolioId: r,
@@ -459,96 +502,98 @@ function Be({ open: e, onOpenChange: n, portfolioId: r, editing: i }) {
 							lastPrice: $(s.lastPrice),
 							costBasis: $(s.costBasis)
 						}, { onSuccess: () => {
-							x(), S("Holding added"), n(!1);
+							C(), w("Holding added"), t(!1);
 						} }));
 					},
-					disabled: !_,
+					disabled: !g,
 					children: p ? "Saving…" : i ? "Save changes" : "Add holding"
 				})] })
 			]
 		})
 	});
 }
-function Ve({ portfolioId: e, onOpenChange: t }) {
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-		if (C.length === 0 || O <= 0) return [];
+function Ke({ portfolioId: t, onOpenChange: n }) {
+	let { data: r, isLoading: a, isError: o, refetch: s } = c(t ?? void 0), l = e({ portfolioId: t ?? void 0 }, { enabled: t !== null }), u = i(), [d, _] = D(!1), [ie, v] = D(null), [C, w] = D(null), T = t ? l.data : [], O = r?.baseCurrency ?? "USD", k = T.reduce((e, t) => e + t.marketValue, 0), B = T.reduce((e, t) => e + t.costBasis, 0), V = k - B, fe = B > 0 ? V / B * 100 : 0, H = E(() => {
+		if (T.length === 0 || k <= 0) return [];
 		let e = /* @__PURE__ */ new Map();
-		return C.forEach((t) => e.set(t.assetClass, (e.get(t.assetClass) ?? 0) + t.marketValue)), Array.from(e.entries()).map(([e, t]) => ({
+		return T.forEach((t) => e.set(t.assetClass, (e.get(t.assetClass) ?? 0) + t.marketValue)), Array.from(e.entries()).map(([e, t]) => ({
 			label: Q(e),
 			value: t,
-			tone: Ne(e)
+			tone: Fe(e)
 		})).sort((e, t) => t.value - e.value);
-	}, [C, O]), B = T(() => {
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-	}, [C, O]), me = T(() => Pe(n?.targetAllocation).map((e) => {
-		let t = B.get(e.label) ?? 0;
+		return k <= 0 || T.forEach((t) => e.set(Q(t.assetClass), (e.get(Q(t.assetClass)) ?? 0) + t.marketValue / k * 100)), e;
+	}, [T, k]), W = E(() => Le(r?.targetAllocation).map((e) => {
+		let t = U.get(e.label) ?? 0;
 		return {
 			label: e.label,
 			value: e.value,
 			tone: "accent",
-			caption: `${y(e.value, 0)} target · ${y(t, 0)} actual`
+			caption: `${x(e.value, 0)} target · ${x(t, 0)} actual`
 		};
-	}), [n?.targetAllocation, B]), H = () => {
-		re(null), u(!0);
-	}, U = (e) => {
-		re(e), u(!0);
+	}), [r?.targetAllocation, U]), K = () => {
+		v(null), _(!0);
+	}, q = (e) => {
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 	};
-	return /* @__PURE__ */ j(be, {
-		open: e !== null,
-		onOpenChange: t,
-		children: /* @__PURE__ */ j(xe, {
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+		onOpenChange: n,
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-						children: [/* @__PURE__ */ j(we, {
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+							children: r.name
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 						})]
-					}), /* @__PURE__ */ j(Se, { children: n.description?.trim() ? n.description : `${n.baseCurrency} · Drift threshold ${y(n.driftThresholdPct)}` })]
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 					children: [
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 							className: "grid grid-cols-2 gap-3 lg:grid-cols-4",
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+								/* @__PURE__ */ j(g, {
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-									value: v(O, D),
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 								}),
-								/* @__PURE__ */ j(h, {
+								/* @__PURE__ */ j(g, {
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-									value: v(R, D),
-									delta: L > 0 ? pe : void 0,
-									deltaTone: R > 0 ? "positive" : R < 0 ? "negative" : "neutral"
+									value: b(V, O),
+									delta: B > 0 ? fe : void 0,
+									deltaTone: V > 0 ? "positive" : V < 0 ? "negative" : "neutral"
 								}),
-								/* @__PURE__ */ j(h, {
+								/* @__PURE__ */ j(g, {
 									label: "Holdings",
-									value: String(C.length)
+									value: String(T.length)
 								}),
-								/* @__PURE__ */ j(h, {
+								/* @__PURE__ */ j(g, {
 									label: "Drift threshold",
-									value: y(n.driftThresholdPct)
+									value: x(r.driftThresholdPct)
 								})
 							]
 						}),
-						/* @__PURE__ */ j(p, {
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-							children: /* @__PURE__ */ M(m, {
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 								children: [/* @__PURE__ */ M("div", {
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 										children: "Target vs actual allocation"
 									}), /* @__PURE__ */ j(N, {
 										variant: "outline",
-										children: D
+										children: O
 									})]
 								}), /* @__PURE__ */ M("div", {
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@@ -567,11 +612,11 @@ function Ve({ portfolioId: e, onOpenChange: t }) {
 										children: [/* @__PURE__ */ j("p", {
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 											children: "Actual — by market value"
-										}), z.length > 0 ? /* @__PURE__ */ j(f, {
-											data: z,
-											centerValue: ie(O, D),
+										}), H.length > 0 ? /* @__PURE__ */ j(p, {
+											data: H,
+											centerValue: y(k, O),
 											centerLabel: "Market value",
-											valueFormatter: (e) => v(e, D)
+											valueFormatter: (e) => b(e, O)
 										}) : /* @__PURE__ */ j("p", {
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 											children: "Add holdings to see the live allocation."
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 										children: [/* @__PURE__ */ j("p", {
 											className: "text-xs font-medium uppercase tracking-wide text-text-secondary",
 											children: "Target — vs live actual"
-										}), me.length > 0 ? /* @__PURE__ */ j(_, { data: me }) : /* @__PURE__ */ j("p", {
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 											className: "py-8 text-center text-sm text-text-secondary",
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@@ -591,26 +636,26 @@ function Ve({ portfolioId: e, onOpenChange: t }) {
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 						/* @__PURE__ */ j(F, { children: /* @__PURE__ */ j(I, {
 							className: "p-4",
-							children: /* @__PURE__ */ j(w, {
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 								entityType: "brainyrich-portfolio",
-								entityId: n.id
+								entityId: r.id
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 						}) }),
-						/* @__PURE__ */ M(F, { children: [/* @__PURE__ */ M(de, {
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-							children: [/* @__PURE__ */ M("div", { children: [/* @__PURE__ */ j(fe, {
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 								children: "Holdings"
-							}), /* @__PURE__ */ j(ue, { children: "Positions held in this portfolio" })] }), /* @__PURE__ */ M(P, {
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-								onClick: H,
-								children: [/* @__PURE__ */ j(A, {
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+								children: [/* @__PURE__ */ j(le, {
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 								}), "Add holding"]
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-						}), /* @__PURE__ */ j(I, { children: C.length === 0 ? /* @__PURE__ */ j(ee, {
-							icon: /* @__PURE__ */ j(k, {
+						}), /* @__PURE__ */ j(I, { children: T.length === 0 ? /* @__PURE__ */ j(te, {
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 							description: "Add positions to start tracking this portfolio.",
 							action: /* @__PURE__ */ M(P, {
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-								onClick: H,
-								children: [/* @__PURE__ */ j(A, {
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 								/* @__PURE__ */ j(X, { className: "w-10" })
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 								let t = e.marketValue - e.costBasis, n = e.costBasis > 0 ? t / e.costBasis * 100 : 0;
-								return /* @__PURE__ */ M(Oe, {
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 											className: "text-right tabular-nums",
-											children: v(e.lastPrice, e.currency)
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+							/* @__PURE__ */ j(g, {
+								label: I ? `Total value (${I})` : "Total value",
+								value: p.isPending ? "…" : p.isError ? "—" : I ? y(N.get(I) ?? 0, I) : F.length === 0 ? "—" : `${F.length} currencies`
+							}),
+							/* @__PURE__ */ j(g, {
 								label: "Active",
-								value: String(ae)
+								value: String(se)
 							}),
-							/* @__PURE__ */ j(h, {
+							/* @__PURE__ */ j(g, {
 								label: "Drafts",
-								value: String(T)
+								value: String(ce)
 							}),
-							/* @__PURE__ */ j(h, {
-								label: "Avg drift threshold",
-								value: y(D)
+							/* @__PURE__ */ j(g, {
+								label: "Past drift threshold",
+								value: p.isPending ? "…" : p.isError ? "—" : String(L)
 							})
 						]
 					}),
+					!p.isPending && !p.isError && F.length > 1 ? /* @__PURE__ */ M("p", {
+						className: "text-xs text-text-secondary",
+						children: [
+							"Market value is not FX-converted:",
+							" ",
+							F.map((e) => y(N.get(e) ?? 0, e)).join(" · "),
+							". Average drift threshold ",
+							x(ue),
+							"."
+						]
+					}) : /* @__PURE__ */ M("p", {
+						className: "text-xs text-text-secondary",
+						children: [
+							"Average drift threshold across these portfolios: ",
+							x(ue),
+							"."
+						]
+					}),
 					/* @__PURE__ */ j("div", {
 						className: "grid gap-4 md:grid-cols-2 xl:grid-cols-3",
-						children: t.map((e, t) => /* @__PURE__ */ j(He, {
+						children: n.map((e, t) => /* @__PURE__ */ j(Je, {
 							portfolio: e,
+							valuation: p.isPending ? void 0 : _.get(e.id),
+							valuationError: p.isError,
 							index: t,
-							onView: () => v(e.id),
-							onEdit: () => oe(e),
-							onArchive: () => w(e)
+							onView: () => oe(e.id),
+							onEdit: () => z(e),
+							onArchive: () => k(e)
 						}, e.id))
 					}),
-					/* @__PURE__ */ j(u, {
-						hasMore: n,
-						onClick: r,
-						loading: a
+					/* @__PURE__ */ j(d, {
+						hasMore: r,
+						onClick: i,
+						loading: o
 					})
 				] }),
-				/* @__PURE__ */ j(Re, {
-					open: f,
-					onOpenChange: m,
-					editing: g
+				/* @__PURE__ */ j(Ue, {
+					open: ee,
+					onOpenChange: v,
+					editing: b
 				}),
-				/* @__PURE__ */ j(Ve, {
-					portfolioId: ie,
+				/* @__PURE__ */ j(Ke, {
+					portfolioId: ae,
 					onOpenChange: (e) => {
-						e || v(null);
+						e || oe(null);
 					}
 				}),
-				/* @__PURE__ */ j(d, {
-					open: b !== null,
+				/* @__PURE__ */ j(f, {
+					open: O !== null,
 					onOpenChange: (e) => {
-						e || w(null);
+						e || k(null);
 					},
 					title: "Archive portfolio?",
-					description: b ? `Archive “${b.name}”. It will move to archived status and stop appearing in active views.` : void 0,
+					description: O ? `Archive “${O.name}”. It will move to archived status and stop appearing in active views.` : void 0,
 					confirmLabel: "Archive",
 					pendingLabel: "Archiving…",
 					destructive: !0,
-					pending: l.isPending,
+					pending: u.isPending,
 					onConfirm: () => {
-						b && l.mutate(b.id, { onSuccess: () => {
-							x(), S("Portfolio archived"), w(null);
+						O && u.mutate(O.id, { onSuccess: () => {
+							C(), w("Portfolio archived"), k(null);
 						} });
 					}
 				})
@@ -1031,6 +1208,6 @@ function Ue() {
 	});
 }
 //#endregion
-export { Ue as PortfoliosPage };
+export { Ye as PortfoliosPage };
 
 //# sourceMappingURL=PortfoliosPage.js.map