@burdenoff/microfe-brainyrich 2026.825.1 → 2026.828.1

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Files changed (38) hide show
  1. package/dist/brainyrich/components/reuse/DocumentsPanel.d.ts +4 -0
  2. package/dist/brainyrich/components/reuse/DocumentsPanel.d.ts.map +1 -1
  3. package/dist/brainyrich/components/reuse/DocumentsPanel.js +150 -99
  4. package/dist/brainyrich/components/reuse/DocumentsPanel.js.map +1 -1
  5. package/dist/brainyrich/hooks/useBrainyRichApi.d.ts +179 -1
  6. package/dist/brainyrich/hooks/useBrainyRichApi.d.ts.map +1 -1
  7. package/dist/brainyrich/hooks/useBrainyRichApi.js +101 -83
  8. package/dist/brainyrich/hooks/useBrainyRichApi.js.map +1 -1
  9. package/dist/brainyrich/pages/AccountsPage.d.ts.map +1 -1
  10. package/dist/brainyrich/pages/AccountsPage.js +159 -148
  11. package/dist/brainyrich/pages/AccountsPage.js.map +1 -1
  12. package/dist/brainyrich/pages/AdminFirmPage.d.ts.map +1 -1
  13. package/dist/brainyrich/pages/AdminFirmPage.js +115 -83
  14. package/dist/brainyrich/pages/AdminFirmPage.js.map +1 -1
  15. package/dist/brainyrich/pages/AiAssistantPage.d.ts.map +1 -1
  16. package/dist/brainyrich/pages/AiAssistantPage.js +251 -230
  17. package/dist/brainyrich/pages/AiAssistantPage.js.map +1 -1
  18. package/dist/brainyrich/pages/FirmPage.d.ts.map +1 -1
  19. package/dist/brainyrich/pages/FirmPage.js +148 -116
  20. package/dist/brainyrich/pages/FirmPage.js.map +1 -1
  21. package/dist/brainyrich/pages/PortfoliosPage.d.ts +14 -0
  22. package/dist/brainyrich/pages/PortfoliosPage.d.ts.map +1 -1
  23. package/dist/brainyrich/pages/PortfoliosPage.js +530 -353
  24. package/dist/brainyrich/pages/PortfoliosPage.js.map +1 -1
  25. package/dist/brainyrich/pages/RiskPage.d.ts.map +1 -1
  26. package/dist/brainyrich/pages/RiskPage.js +381 -396
  27. package/dist/brainyrich/pages/RiskPage.js.map +1 -1
  28. package/dist/brainyrich/pages/_shared.d.ts +21 -0
  29. package/dist/brainyrich/pages/_shared.d.ts.map +1 -1
  30. package/dist/brainyrich/pages/_shared.js +66 -31
  31. package/dist/brainyrich/pages/_shared.js.map +1 -1
  32. package/dist/generated/global-operations.d.ts +31 -1
  33. package/dist/generated/global-operations.d.ts.map +1 -1
  34. package/dist/generated/wspace-operations.d.ts +31 -1
  35. package/dist/generated/wspace-operations.d.ts.map +1 -1
  36. package/dist/test/setup.d.ts +1 -0
  37. package/dist/test/setup.d.ts.map +1 -0
  38. package/package.json +11 -2
package/dist/brainyrich/pages/FirmPage.js CHANGED
@@ -1,90 +1,102 @@
1
1
  import { tWithFallback as e } from "../utils/i18n.js";
2
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  import { useAdvisors as t, useEnsureAdvisorProfile as n, useFirmReport as r, useMyAdvisorProfile as i, useSetAdvisorRole as a } from "../hooks/useBrainyRichApi.js";
3
3
  import { FadeIn as o, StatTile as s } from "../components/viz.js";
4
- import { EmptyState as c, ErrorState as l, LoadingState as u, SectionShell as d, formatDate as f, formatMoney as p } from "./_shared.js";
5
- import { useState as m } from "react";
6
- import { Building2 as h, PlusCircle as g, ShieldCheck as _, UserPlus as v, Users as y } from "lucide-react";
7
- import { useI18n as b } from "@burdenoff/fe-libs/shared/providers/shell/I18nProvider";
8
- import { jsx as x, jsxs as S } from "react/jsx-runtime";
9
- import { Badge as C, Button as w, Card as T, CardContent as E, CardDescription as D, CardHeader as O, CardTitle as k, Input as A, Label as j, Select as M, SelectContent as N, SelectItem as P, SelectTrigger as F, SelectValue as I, Table as L, TableBody as R, TableCell as z, TableHead as B, TableHeader as V, TableRow as H } from "@burdenoff/fe-libs/ui";
4
+ import { AllocationBars as c, EmptyState as l, ErrorState as u, LoadingState as d, SectionShell as f, formatDate as p, formatMoney as m, formatPct as h } from "./_shared.js";
5
+ import { useState as g } from "react";
6
+ import { Building2 as _, PlusCircle as v, ShieldCheck as y, UserPlus as b, Users as x } from "lucide-react";
7
+ import { useI18n as S } from "@burdenoff/fe-libs/shared/providers/shell/I18nProvider";
8
+ import { jsx as C, jsxs as w } from "react/jsx-runtime";
9
+ import { Badge as T, Button as E, Card as D, CardContent as O, CardDescription as k, CardHeader as A, CardTitle as j, Input as M, Label as N, Select as P, SelectContent as F, SelectItem as I, SelectTrigger as L, SelectValue as R, Table as z, TableBody as B, TableCell as V, TableHead as H, TableHeader as U, TableRow as W } from "@burdenoff/fe-libs/ui";
10
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  //#region src/brainyrich/pages/FirmPage.tsx
11
- function U() {
12
- let { t } = b(), r = (n, r, i) => e(t, n, r, i), a = i(), s = n(), l = a.data, f = l?.role === "FIRM_ADMIN", [p, g] = m(""), [M, N] = m("");
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- return a.isLoading ? /* @__PURE__ */ x(d, {
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+ var G = 8;
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+ function K(e, t, n) {
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+ return t <= 0 ? [] : e.slice(0, G).map((e) => {
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+ let r = e.aum / t * 100;
15
+ return {
16
+ label: e.displayName ?? e.email ?? e.advisorId,
17
+ value: r,
18
+ tone: "accent",
19
+ caption: `${m(e.aum, n)} · ${h(r)}`
20
+ };
21
+ });
22
+ }
23
+ function q() {
24
+ let { t } = S(), r = (n, r, i) => e(t, n, r, i), a = i(), s = n(), c = a.data, u = c?.role === "FIRM_ADMIN", [p, m] = g(""), [h, v] = g("");
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+ return a.isLoading ? /* @__PURE__ */ C(f, {
14
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  title: r("brainyrich.firm.title", "Firm"),
15
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  description: r("brainyrich.firm.description", "Firm roster and firm-wide AUM reporting."),
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- children: /* @__PURE__ */ x(u, {})
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- }) : l ? /* @__PURE__ */ S(d, {
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+ children: /* @__PURE__ */ C(d, {})
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+ }) : c ? /* @__PURE__ */ w(f, {
18
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  title: r("brainyrich.firm.title", "Firm"),
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  description: r("brainyrich.firm.description", "Firm roster and firm-wide AUM reporting."),
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- children: [/* @__PURE__ */ x(o, { children: /* @__PURE__ */ x(T, { children: /* @__PURE__ */ x(E, {
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+ children: [/* @__PURE__ */ C(o, { children: /* @__PURE__ */ C(D, { children: /* @__PURE__ */ C(O, {
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  className: "flex flex-wrap items-center justify-between gap-3 py-4",
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- children: /* @__PURE__ */ S("div", {
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+ children: /* @__PURE__ */ w("div", {
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  className: "flex items-center gap-2",
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  children: [
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- /* @__PURE__ */ x(_, {
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+ /* @__PURE__ */ C(y, {
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  className: "size-4 text-status-success-text",
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  "aria-hidden": "true"
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  }),
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- /* @__PURE__ */ x("span", {
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+ /* @__PURE__ */ C("span", {
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  className: "text-sm text-text-secondary",
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  children: r("brainyrich.firm.you", "You are on the firm roster as")
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  }),
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- /* @__PURE__ */ x(C, {
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- variant: f ? "default" : "secondary",
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- children: l.role
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+ /* @__PURE__ */ C(T, {
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+ variant: u ? "default" : "secondary",
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+ children: c.role
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  })
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  ]
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  })
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- }) }) }), f ? /* @__PURE__ */ x(W, { translate: r }) : /* @__PURE__ */ x(o, { children: /* @__PURE__ */ x(c, {
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- icon: /* @__PURE__ */ x(y, {
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+ }) }) }), u ? /* @__PURE__ */ C(J, { translate: r }) : /* @__PURE__ */ C(o, { children: /* @__PURE__ */ C(l, {
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+ icon: /* @__PURE__ */ C(x, {
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  className: "size-8",
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  "aria-hidden": "true"
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  }),
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  title: r("brainyrich.firm.notAdmin", "Firm-wide roster and AUM reporting are visible to firm admins only.")
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  }) })]
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- }) : /* @__PURE__ */ x(d, {
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+ }) : /* @__PURE__ */ C(f, {
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  title: r("brainyrich.firm.title", "Firm"),
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  description: r("brainyrich.firm.description", "Firm roster and firm-wide AUM reporting."),
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- children: /* @__PURE__ */ x(o, { children: /* @__PURE__ */ S(T, { children: [/* @__PURE__ */ S(O, { children: [/* @__PURE__ */ S(k, {
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+ children: /* @__PURE__ */ C(o, { children: /* @__PURE__ */ w(D, { children: [/* @__PURE__ */ w(A, { children: [/* @__PURE__ */ w(j, {
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  className: "flex items-center gap-2",
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- children: [/* @__PURE__ */ x(h, {
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+ children: [/* @__PURE__ */ C(_, {
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  className: "size-4",
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  "aria-hidden": "true"
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  }), r("brainyrich.firm.join.title", "Join the firm roster")]
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- }), /* @__PURE__ */ x(D, { children: r("brainyrich.firm.join.description", "You're not on this workspace's BrainyRich firm roster yet. The first advisor to register becomes the firm admin automatically; anyone after that is invited by an existing admin.") })] }), /* @__PURE__ */ S(E, {
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+ }), /* @__PURE__ */ C(k, { children: r("brainyrich.firm.join.description", "You're not on this workspace's BrainyRich firm roster yet. The first advisor to register becomes the firm admin automatically; anyone after that is invited by an existing admin.") })] }), /* @__PURE__ */ w(O, {
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  className: "space-y-4",
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- children: [/* @__PURE__ */ S("div", {
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+ children: [/* @__PURE__ */ w("div", {
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  className: "grid gap-4 sm:grid-cols-2",
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- children: [/* @__PURE__ */ S("div", {
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+ children: [/* @__PURE__ */ w("div", {
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  className: "space-y-1.5",
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- children: [/* @__PURE__ */ x(j, {
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+ children: [/* @__PURE__ */ C(N, {
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  htmlFor: "firm-display-name",
63
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  children: r("brainyrich.firm.fields.displayName", "Display name")
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- }), /* @__PURE__ */ x(A, {
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+ }), /* @__PURE__ */ C(M, {
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  id: "firm-display-name",
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  value: p,
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- onChange: (e) => g(e.target.value)
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+ onChange: (e) => m(e.target.value)
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  })]
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- }), /* @__PURE__ */ S("div", {
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+ }), /* @__PURE__ */ w("div", {
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  className: "space-y-1.5",
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- children: [/* @__PURE__ */ x(j, {
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+ children: [/* @__PURE__ */ C(N, {
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  htmlFor: "firm-email",
73
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  children: r("brainyrich.firm.fields.email", "Email")
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- }), /* @__PURE__ */ x(A, {
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+ }), /* @__PURE__ */ C(M, {
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  id: "firm-email",
76
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  type: "email",
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- value: M,
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- onChange: (e) => N(e.target.value)
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+ value: h,
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+ onChange: (e) => v(e.target.value)
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  })]
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  })]
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- }), /* @__PURE__ */ S(w, {
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+ }), /* @__PURE__ */ w(E, {
82
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  disabled: s.isPending,
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  onClick: () => s.mutate({
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  displayName: p || void 0,
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- email: M || void 0
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+ email: h || void 0
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  }),
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- children: [/* @__PURE__ */ x(v, {
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+ children: [/* @__PURE__ */ C(b, {
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  className: "size-4",
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  "aria-hidden": "true"
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  }), s.isPending ? "Registering…" : "Register on firm roster"]
@@ -92,155 +104,175 @@ function U() {
92
104
  })] }) })
93
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  });
94
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  }
95
- function W({ translate: e }) {
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- let i = r(), d = t(), _ = a(), [v, b] = m(""), [U, W] = m("ADVISOR"), G = n(), K = i.data;
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- return /* @__PURE__ */ S("div", {
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+ function J({ translate: e }) {
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+ let i = r(), f = t(), h = a(), [y, b] = g(""), [S, q] = g("ADVISOR"), J = n(), Y = i.data;
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+ return /* @__PURE__ */ w("div", {
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  className: "space-y-6",
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  children: [
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- /* @__PURE__ */ x(o, { children: /* @__PURE__ */ S("div", {
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+ /* @__PURE__ */ C(o, { children: /* @__PURE__ */ w("div", {
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  className: "grid gap-4 md:grid-cols-2 xl:grid-cols-4",
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  children: [
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- /* @__PURE__ */ x(s, {
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+ /* @__PURE__ */ C(s, {
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116
  label: e("brainyrich.firm.kpis.totalAum", "Firm AUM"),
105
- value: K ? p(K.totalAum, K.currency) : "—",
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+ value: Y ? m(Y.totalAum, Y.currency) : "—",
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  glow: !0
107
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  }),
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- /* @__PURE__ */ x(s, {
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+ /* @__PURE__ */ C(s, {
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  label: e("brainyrich.firm.kpis.advisors", "Advisors"),
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- value: K ? String(K.totalAdvisors) : "—"
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  }),
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- /* @__PURE__ */ x(s, {
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+ /* @__PURE__ */ C(s, {
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  label: e("brainyrich.firm.kpis.households", "Households"),
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  }),
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- /* @__PURE__ */ x(s, {
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+ /* @__PURE__ */ C(s, {
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  label: e("brainyrich.firm.kpis.asOf", "As of"),
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+ value: Y ? p(Y.asOf) : "—"
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  })
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  }) }),
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package/dist/brainyrich/pages/FirmPage.js.map CHANGED
@@ -1 +1 @@
1
- {"version":3,"file":"FirmPage.js","names":[],"sources":["../../../src/brainyrich/pages/FirmPage.tsx"],"sourcesContent":["/**\n * FirmPage — firm roster + firm-wide reporting (BOFF-4247).\n *\n * `braFirmReport` / `braListAdvisors` are FIRM_ADMIN-only server-side (see\n * firm.gql) — the domain data (BraAdvisor.role) is the only authorization\n * fact, there is no separate platform-RBAC role for it. This page therefore\n * always renders the calling actor's own roster status first, and only\n * attempts the firm-wide views when that status is FIRM_ADMIN (or when the\n * actor hasn't registered a roster row yet, in which case it offers\n * self-registration — the very first advisor in a workspace becomes\n * FIRM_ADMIN automatically).\n */\nimport { useState } from 'react';\nimport {\n Badge,\n Button,\n Card,\n CardContent,\n CardDescription,\n CardHeader,\n CardTitle,\n Input,\n Label,\n Select,\n SelectContent,\n SelectItem,\n SelectTrigger,\n SelectValue,\n Table,\n TableBody,\n TableCell,\n TableHead,\n TableHeader,\n TableRow,\n} from '@burdenoff/fe-libs/ui';\nimport { Building2, PlusCircle, ShieldCheck, UserPlus, Users } from 'lucide-react';\nimport { useI18n } from '@burdenoff/fe-libs/shared/providers/shell/I18nProvider';\nimport { tWithFallback } from '../utils/i18n';\nimport {\n useMyAdvisorProfile,\n useEnsureAdvisorProfile,\n useAdvisors,\n useSetAdvisorRole,\n useFirmReport,\n} from '../hooks/useBrainyRichApi';\nimport type { BraAdvisor, BraAdvisorRole } from '../types/bra';\nimport {\n SectionShell,\n EmptyState,\n LoadingState,\n ErrorState,\n formatMoney,\n formatDate,\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 FirmPage() {\n const { t } = useI18n();\n const translate: Translate = (key, fallback, params) => tWithFallback(t, key, fallback, params);\n\n const myProfileQuery = useMyAdvisorProfile();\n const ensureProfile = useEnsureAdvisorProfile();\n const myProfile = myProfileQuery.data;\n const isFirmAdmin = myProfile?.role === 'FIRM_ADMIN';\n\n const [displayName, setDisplayName] = useState('');\n const [email, setEmail] = useState('');\n\n if (myProfileQuery.isLoading) {\n return (\n <SectionShell\n title={translate('brainyrich.firm.title', 'Firm')}\n description={translate(\n 'brainyrich.firm.description',\n 'Firm roster and firm-wide AUM reporting.'\n )}\n >\n <LoadingState />\n </SectionShell>\n );\n }\n\n if (!myProfile) {\n return (\n <SectionShell\n title={translate('brainyrich.firm.title', 'Firm')}\n description={translate(\n 'brainyrich.firm.description',\n 'Firm roster and firm-wide AUM reporting.'\n )}\n >\n <FadeIn>\n <Card>\n <CardHeader>\n <CardTitle className=\"flex items-center gap-2\">\n <Building2 className=\"size-4\" aria-hidden=\"true\" />\n {translate('brainyrich.firm.join.title', 'Join the firm roster')}\n </CardTitle>\n <CardDescription>\n {translate(\n 'brainyrich.firm.join.description',\n \"You're not on this workspace's BrainyRich firm roster yet. The first advisor to register becomes the firm admin automatically; anyone after that is invited by an existing admin.\"\n )}\n </CardDescription>\n </CardHeader>\n <CardContent className=\"space-y-4\">\n <div className=\"grid gap-4 sm:grid-cols-2\">\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"firm-display-name\">\n {translate('brainyrich.firm.fields.displayName', 'Display name')}\n </Label>\n <Input\n id=\"firm-display-name\"\n value={displayName}\n onChange={(e) => setDisplayName(e.target.value)}\n />\n </div>\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"firm-email\">\n {translate('brainyrich.firm.fields.email', 'Email')}\n </Label>\n <Input\n id=\"firm-email\"\n type=\"email\"\n value={email}\n onChange={(e) => setEmail(e.target.value)}\n />\n </div>\n </div>\n <Button\n disabled={ensureProfile.isPending}\n onClick={() =>\n ensureProfile.mutate({\n displayName: displayName || undefined,\n email: email || undefined,\n })\n }\n >\n <UserPlus className=\"size-4\" aria-hidden=\"true\" />\n {ensureProfile.isPending ? 'Registering…' : 'Register on firm roster'}\n </Button>\n </CardContent>\n </Card>\n </FadeIn>\n </SectionShell>\n );\n }\n\n return (\n <SectionShell\n title={translate('brainyrich.firm.title', 'Firm')}\n description={translate(\n 'brainyrich.firm.description',\n 'Firm roster and firm-wide AUM reporting.'\n )}\n >\n <FadeIn>\n <Card>\n <CardContent className=\"flex flex-wrap items-center justify-between gap-3 py-4\">\n <div className=\"flex items-center gap-2\">\n <ShieldCheck className=\"size-4 text-status-success-text\" aria-hidden=\"true\" />\n <span className=\"text-sm text-text-secondary\">\n {translate('brainyrich.firm.you', 'You are on the firm roster as')}\n </span>\n <Badge variant={isFirmAdmin ? 'default' : 'secondary'}>{myProfile.role}</Badge>\n </div>\n </CardContent>\n </Card>\n </FadeIn>\n\n {isFirmAdmin ? (\n <FirmAdminView translate={translate} />\n ) : (\n <FadeIn>\n <EmptyState\n icon={<Users className=\"size-8\" aria-hidden=\"true\" />}\n title={translate(\n 'brainyrich.firm.notAdmin',\n 'Firm-wide roster and AUM reporting are visible to firm admins only.'\n )}\n />\n </FadeIn>\n )}\n </SectionShell>\n );\n}\n\nfunction FirmAdminView({ translate }: { translate: Translate }) {\n const firmReportQuery = useFirmReport();\n const advisorsQuery = useAdvisors();\n const setRole = useSetAdvisorRole();\n const [inviteUserId, setInviteUserId] = useState('');\n const [inviteRole, setInviteRole] = useState<BraAdvisorRole>('ADVISOR');\n const ensureProfile = useEnsureAdvisorProfile();\n\n const report = firmReportQuery.data;\n\n return (\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.firm.kpis.totalAum', 'Firm AUM')}\n value={report ? formatMoney(report.totalAum, report.currency) : '—'}\n glow\n />\n <StatTile\n label={translate('brainyrich.firm.kpis.advisors', 'Advisors')}\n value={report ? String(report.totalAdvisors) : '—'}\n />\n <StatTile\n label={translate('brainyrich.firm.kpis.households', 'Households')}\n value={report ? String(report.totalHouseholds) : '—'}\n />\n <StatTile\n label={translate('brainyrich.firm.kpis.asOf', 'As of')}\n value={report ? formatDate(report.asOf) : '—'}\n />\n </div>\n </FadeIn>\n\n <Card>\n <CardHeader>\n <CardTitle>{translate('brainyrich.firm.byAdvisor.title', 'AUM by advisor')}</CardTitle>\n <CardDescription>\n {translate(\n 'brainyrich.firm.byAdvisor.description',\n 'Sorted by AUM, largest book first — a real rollup of BraHousehold.aum per advisor.'\n )}\n </CardDescription>\n </CardHeader>\n <CardContent>\n {firmReportQuery.isLoading ? (\n <LoadingState />\n ) : firmReportQuery.isError ? (\n <ErrorState onRetry={() => firmReportQuery.refetch()} />\n ) : !report || report.byAdvisor.length === 0 ? (\n <EmptyState\n icon={<Building2 className=\"size-8\" aria-hidden=\"true\" />}\n title={translate('brainyrich.firm.byAdvisor.empty', 'No advisor books yet')}\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 {report.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, report.currency)}\n </TableCell>\n </TableRow>\n ))}\n </TableBody>\n </Table>\n )}\n </CardContent>\n </Card>\n\n <Card>\n <CardHeader className=\"flex flex-row items-center justify-between gap-4\">\n <div>\n <CardTitle>{translate('brainyrich.firm.roster.title', 'Firm Roster')}</CardTitle>\n <CardDescription>\n {translate(\n 'brainyrich.firm.roster.description',\n 'Every advisor on the firm roster, with the right to change roles.'\n )}\n </CardDescription>\n </div>\n </CardHeader>\n <CardContent className=\"space-y-4\">\n <div className=\"flex flex-wrap items-end gap-3 rounded-lg border border-border-subtle bg-bg-sunken p-3\">\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"invite-user-id\">\n {translate('brainyrich.firm.roster.inviteUserId', 'User ID to invite')}\n </Label>\n <Input\n id=\"invite-user-id\"\n value={inviteUserId}\n onChange={(e) => setInviteUserId(e.target.value)}\n className=\"w-64\"\n placeholder=\"actor id\"\n />\n </div>\n <div className=\"space-y-1.5\">\n <Label>{translate('brainyrich.firm.roster.inviteRole', 'Role')}</Label>\n <Select value={inviteRole} onValueChange={(v) => setInviteRole(v as BraAdvisorRole)}>\n <SelectTrigger className=\"w-40\">\n <SelectValue />\n </SelectTrigger>\n <SelectContent>\n <SelectItem value=\"ADVISOR\">Advisor</SelectItem>\n <SelectItem value=\"FIRM_ADMIN\">Firm Admin</SelectItem>\n </SelectContent>\n </Select>\n </div>\n <Button\n disabled={!inviteUserId.trim() || ensureProfile.isPending}\n onClick={() =>\n ensureProfile.mutate(\n { userId: inviteUserId.trim(), role: inviteRole },\n { onSuccess: () => setInviteUserId('') }\n )\n }\n >\n <PlusCircle className=\"size-4\" aria-hidden=\"true\" />\n {translate('brainyrich.firm.roster.invite', 'Invite')}\n </Button>\n </div>\n\n {advisorsQuery.isLoading ? 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+ {"version":3,"file":"FirmPage.js","names":[],"sources":["../../../src/brainyrich/pages/FirmPage.tsx"],"sourcesContent":["/**\n * FirmPage — firm roster + firm-wide reporting (BOFF-4247).\n *\n * `braFirmReport` / `braListAdvisors` are FIRM_ADMIN-only server-side (see\n * firm.gql) — the domain data (BraAdvisor.role) is the only authorization\n * fact, there is no separate platform-RBAC role for it. This page therefore\n * always renders the calling actor's own roster status first, and only\n * attempts the firm-wide views when that status is FIRM_ADMIN (or when the\n * actor hasn't registered a roster row yet, in which case it offers\n * self-registration — the very first advisor in a workspace becomes\n * FIRM_ADMIN automatically).\n */\nimport { useState } from 'react';\nimport {\n Badge,\n Button,\n Card,\n CardContent,\n CardDescription,\n CardHeader,\n CardTitle,\n Input,\n Label,\n Select,\n SelectContent,\n SelectItem,\n SelectTrigger,\n SelectValue,\n Table,\n TableBody,\n TableCell,\n TableHead,\n TableHeader,\n TableRow,\n} from '@burdenoff/fe-libs/ui';\nimport { Building2, PlusCircle, ShieldCheck, UserPlus, Users } from 'lucide-react';\nimport { useI18n } from '@burdenoff/fe-libs/shared/providers/shell/I18nProvider';\nimport { tWithFallback } from '../utils/i18n';\nimport {\n useMyAdvisorProfile,\n useEnsureAdvisorProfile,\n useAdvisors,\n useSetAdvisorRole,\n useFirmReport,\n} from '../hooks/useBrainyRichApi';\nimport type { BraAdvisor, BraAdvisorRole } from '../types/bra';\nimport {\n AllocationBars,\n SectionShell,\n EmptyState,\n LoadingState,\n ErrorState,\n formatMoney,\n formatDate,\n formatPct,\n type AllocationDatum,\n} from './_shared';\nimport { StatTile, FadeIn } from '../components/viz';\n\n/** Largest books charted as a share of firm AUM; the table below lists them all. */\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 FirmPage() {\n const { t } = useI18n();\n const translate: Translate = (key, fallback, params) => tWithFallback(t, key, fallback, params);\n\n const myProfileQuery = useMyAdvisorProfile();\n const ensureProfile = useEnsureAdvisorProfile();\n const myProfile = myProfileQuery.data;\n const isFirmAdmin = myProfile?.role === 'FIRM_ADMIN';\n\n const [displayName, setDisplayName] = useState('');\n const [email, setEmail] = useState('');\n\n if (myProfileQuery.isLoading) {\n return (\n <SectionShell\n title={translate('brainyrich.firm.title', 'Firm')}\n description={translate(\n 'brainyrich.firm.description',\n 'Firm roster and firm-wide AUM reporting.'\n )}\n >\n <LoadingState />\n </SectionShell>\n );\n }\n\n if (!myProfile) {\n return (\n <SectionShell\n title={translate('brainyrich.firm.title', 'Firm')}\n description={translate(\n 'brainyrich.firm.description',\n 'Firm roster and firm-wide AUM reporting.'\n )}\n >\n <FadeIn>\n <Card>\n <CardHeader>\n <CardTitle className=\"flex items-center gap-2\">\n <Building2 className=\"size-4\" aria-hidden=\"true\" />\n {translate('brainyrich.firm.join.title', 'Join the firm roster')}\n </CardTitle>\n <CardDescription>\n {translate(\n 'brainyrich.firm.join.description',\n \"You're not on this workspace's BrainyRich firm roster yet. The first advisor to register becomes the firm admin automatically; anyone after that is invited by an existing admin.\"\n )}\n </CardDescription>\n </CardHeader>\n <CardContent className=\"space-y-4\">\n <div className=\"grid gap-4 sm:grid-cols-2\">\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"firm-display-name\">\n {translate('brainyrich.firm.fields.displayName', 'Display name')}\n </Label>\n <Input\n id=\"firm-display-name\"\n value={displayName}\n onChange={(e) => setDisplayName(e.target.value)}\n />\n </div>\n <div className=\"space-y-1.5\">\n <Label htmlFor=\"firm-email\">\n {translate('brainyrich.firm.fields.email', 'Email')}\n </Label>\n <Input\n id=\"firm-email\"\n type=\"email\"\n value={email}\n onChange={(e) => setEmail(e.target.value)}\n />\n </div>\n </div>\n <Button\n disabled={ensureProfile.isPending}\n onClick={() =>\n ensureProfile.mutate({\n displayName: displayName || undefined,\n email: email || undefined,\n })\n }\n >\n <UserPlus className=\"size-4\" aria-hidden=\"true\" />\n {ensureProfile.isPending ? 'Registering…' : 'Register on firm roster'}\n </Button>\n </CardContent>\n </Card>\n </FadeIn>\n </SectionShell>\n );\n }\n\n return (\n <SectionShell\n title={translate('brainyrich.firm.title', 'Firm')}\n description={translate(\n 'brainyrich.firm.description',\n 'Firm roster and firm-wide AUM reporting.'\n )}\n >\n <FadeIn>\n <Card>\n <CardContent className=\"flex flex-wrap items-center justify-between gap-3 py-4\">\n <div className=\"flex items-center gap-2\">\n <ShieldCheck className=\"size-4 text-status-success-text\" aria-hidden=\"true\" />\n <span className=\"text-sm text-text-secondary\">\n {translate('brainyrich.firm.you', 'You are on the firm roster as')}\n </span>\n <Badge variant={isFirmAdmin ? 'default' : 'secondary'}>{myProfile.role}</Badge>\n </div>\n </CardContent>\n </Card>\n </FadeIn>\n\n {isFirmAdmin ? (\n <FirmAdminView translate={translate} />\n ) : (\n <FadeIn>\n <EmptyState\n icon={<Users className=\"size-8\" aria-hidden=\"true\" />}\n title={translate(\n 'brainyrich.firm.notAdmin',\n 'Firm-wide roster and AUM reporting are visible to firm admins only.'\n )}\n />\n </FadeIn>\n )}\n </SectionShell>\n );\n}\n\nfunction FirmAdminView({ translate }: { translate: Translate }) {\n const firmReportQuery = useFirmReport();\n const advisorsQuery = useAdvisors();\n const setRole = useSetAdvisorRole();\n const [inviteUserId, setInviteUserId] = useState('');\n const [inviteRole, setInviteRole] = useState<BraAdvisorRole>('ADVISOR');\n const ensureProfile = useEnsureAdvisorProfile();\n\n const report = firmReportQuery.data;\n\n return (\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.firm.kpis.totalAum', 'Firm AUM')}\n value={report ? formatMoney(report.totalAum, report.currency) : '—'}\n glow\n />\n <StatTile\n label={translate('brainyrich.firm.kpis.advisors', 'Advisors')}\n value={report ? String(report.totalAdvisors) : '—'}\n />\n <StatTile\n label={translate('brainyrich.firm.kpis.households', 'Households')}\n value={report ? String(report.totalHouseholds) : '—'}\n />\n <StatTile\n label={translate('brainyrich.firm.kpis.asOf', 'As of')}\n value={report ? formatDate(report.asOf) : '—'}\n />\n </div>\n </FadeIn>\n\n <Card>\n <CardHeader>\n <CardTitle>{translate('brainyrich.firm.byAdvisor.title', 'AUM by advisor')}</CardTitle>\n <CardDescription>\n {translate(\n 'brainyrich.firm.byAdvisor.description',\n 'Sorted by AUM, largest book first — a real rollup of BraHousehold.aum per advisor.'\n )}\n </CardDescription>\n </CardHeader>\n <CardContent>\n {firmReportQuery.isLoading ? (\n <LoadingState />\n ) : firmReportQuery.isError ? (\n <ErrorState onRetry={() => firmReportQuery.refetch()} />\n ) : !report || report.byAdvisor.length === 0 ? 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package/dist/brainyrich/pages/PortfoliosPage.d.ts CHANGED
@@ -1,2 +1,16 @@
1
+ export interface PortfolioValuation {
2
+ /** Σ holding.marketValue (server-derived `quantity * lastPrice`). */
3
+ marketValue: number;
4
+ /** Σ holding.costBasis. */
5
+ costBasis: number;
6
+ unrealizedGain: number;
7
+ /** null when there is no cost basis to divide by. */
8
+ gainPct: number | null;
9
+ holdingCount: number;
10
+ /** Largest absolute asset-class drift in points; null without a target or holdings. */
11
+ maxDriftPct: number | null;
12
+ /** The asset class carrying `maxDriftPct`. */
13
+ driftAssetClass: string | null;
14
+ }
1
15
  export declare function PortfoliosPage(): import("react/jsx-runtime").JSX.Element;
2
16
  //# sourceMappingURL=PortfoliosPage.d.ts.map
package/dist/brainyrich/pages/PortfoliosPage.d.ts.map CHANGED
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