@burdenoff/microfe-brainyrich 2026.825.1 → 2026.828.1

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
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
@@ -251,7 +251,7 @@ var f = {
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  onSuccess: () => n.invalidateQueries({ queryKey: f.portfolios })
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  })
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  });
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- }, T = () => {
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+ }, ue = () => {
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  let { apiGatewayUrl: t } = e(), n = o();
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  return i({
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  mutationFn: async (e) => (await u(`mutation BraUpdatePortfolio($id: ID!, $input: BraUpdatePortfolioInput!) {
@@ -264,7 +264,7 @@ var f = {
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  }
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  })
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  });
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- }, E = () => {
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+ }, T = () => {
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  let { apiGatewayUrl: t } = e(), n = o();
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  return i({
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  mutationFn: async (e) => (await u("mutation BraArchivePortfolio($id: ID!) { braArchivePortfolio(id: $id) }", { id: e }, t)).braArchivePortfolio,
@@ -273,7 +273,7 @@ var f = {
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  onSuccess: () => n.invalidateQueries({ queryKey: f.portfolios })
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  })
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  });
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- }, D = (t) => {
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+ }, E = (t) => {
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  let { apiGatewayUrl: n } = e(), r = a({
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  queryKey: [...f.holdings, t],
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  enabled: !!(t.accountId || t.portfolioId),
@@ -291,7 +291,7 @@ var f = {
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  ...r,
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  data: r.data ?? []
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  };
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- }, O = () => {
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+ }, D = () => {
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  let { apiGatewayUrl: t } = e(), n = o();
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  return i({
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  mutationFn: async (e) => (await u(`mutation BraCreateHolding($input: BraCreateHoldingInput!) {
@@ -304,7 +304,7 @@ var f = {
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  }
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  })
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  });
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- }, k = () => {
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+ }, O = () => {
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  let { apiGatewayUrl: t } = e(), n = o();
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  return i({
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  mutationFn: async (e) => (await u(`mutation BraUpdateHolding($id: ID!, $input: BraUpdateHoldingInput!) {
@@ -317,7 +317,7 @@ var f = {
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  }
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  })
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  });
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- }, A = () => {
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+ }, k = () => {
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  let { apiGatewayUrl: t } = e(), n = o();
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  return i({
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  mutationFn: async (e) => (await u("mutation BraDeleteHolding($id: ID!) { braDeleteHolding(id: $id) }", { id: e }, t)).braDeleteHolding,
@@ -328,27 +328,27 @@ var f = {
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  }
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  })
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  });
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- }, j = `
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+ }, A = `
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  ${y}
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  allocations { items { ${v} } pageInfo { cursor hasMore } }
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- `, M = (e) => ({
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+ `, j = (e) => ({
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  ...e,
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  allocations: e.allocations.items
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- }), N = () => {
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+ }), M = () => {
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  let { apiGatewayUrl: t } = e(), n = a({
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  queryKey: f.modelPortfolios,
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  queryFn: async () => (await l(`query BraListModelPortfolios {
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  braListModelPortfolios {
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- items { ${j} }
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+ items { ${A} }
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  pageInfo { cursor hasMore }
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  }
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- }`, {}, t)).braListModelPortfolios.items.map(M)
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+ }`, {}, t)).braListModelPortfolios.items.map(j)
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  });
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  return {
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  ...n,
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  data: n.data ?? []
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  };
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- }, P = (t) => {
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+ }, N = (t) => {
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  let { apiGatewayUrl: n } = e();
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  return a({
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  queryKey: f.modelPortfolio(t ?? ""),
@@ -356,18 +356,18 @@ var f = {
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  queryFn: async () => {
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  let e = await l(`query BraModelPortfolio($id: ID!) {
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  braModelPortfolio(id: $id) {
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- ${j}
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+ ${A}
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  }
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  }`, { id: t }, n);
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- return e.braModelPortfolio ? M(e.braModelPortfolio) : null;
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+ return e.braModelPortfolio ? j(e.braModelPortfolio) : null;
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  }
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  });
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- }, F = () => {
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+ }, P = () => {
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  let { apiGatewayUrl: t } = e(), n = o();
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  return i({
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- mutationFn: async (e) => M((await u(`mutation BraCreateModelPortfolio($input: BraCreateModelPortfolioInput!) {
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+ mutationFn: async (e) => j((await u(`mutation BraCreateModelPortfolio($input: BraCreateModelPortfolioInput!) {
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  braCreateModelPortfolio(input: $input) {
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- ${j}
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+ ${A}
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  }
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  }`, { input: e }, t)).braCreateModelPortfolio),
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  ...d({
@@ -375,7 +375,7 @@ var f = {
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  onSuccess: () => n.invalidateQueries({ queryKey: f.modelPortfolios })
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  })
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  });
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- }, I = (t = {}) => {
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+ }, F = (t = {}) => {
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  let { apiGatewayUrl: n } = e(), r = a({
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  queryKey: [...f.goals, t],
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  queryFn: async () => (await l(`query BraListGoals($householdId: ID, $status: BraGoalStatus, $pagination: PaginationInput) {
@@ -394,7 +394,7 @@ var f = {
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  data: r.data?.items ?? [],
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  pageInfo: r.data?.pageInfo
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  };
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- }, L = (t) => {
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+ }, I = (t) => {
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  let { apiGatewayUrl: n } = e();
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  return a({
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  queryKey: f.goal(t ?? ""),
@@ -414,7 +414,7 @@ var f = {
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  };
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  }
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  });
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- }, R = (t) => {
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+ }, L = (t) => {
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  let { apiGatewayUrl: n } = e(), r = a({
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  queryKey: f.goalFundings(t ?? ""),
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  enabled: !!t,
@@ -429,7 +429,7 @@ var f = {
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  ...r,
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  data: r.data ?? []
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  };
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- }, z = () => {
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+ }, R = () => {
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  let { apiGatewayUrl: t } = e(), n = o();
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  return i({
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  mutationFn: async (e) => (await u(`mutation BraCreateGoal($input: BraCreateGoalInput!) {
@@ -440,7 +440,7 @@ var f = {
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  onSuccess: () => n.invalidateQueries({ queryKey: f.goals })
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  })
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  });
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- }, B = () => {
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+ }, z = () => {
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  let { apiGatewayUrl: t } = e(), n = o();
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  return i({
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  mutationFn: async (e) => (await u(`mutation BraUpdateGoal($id: ID!, $input: BraUpdateGoalInput!) {
@@ -453,7 +453,7 @@ var f = {
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  }
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  })
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  });
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- }, V = () => {
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+ }, B = () => {
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  let { apiGatewayUrl: t } = e(), n = o();
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  return i({
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  mutationFn: async (e) => (await u("mutation BraArchiveGoal($id: ID!) { braArchiveGoal(id: $id) }", { id: e }, t)).braArchiveGoal,
@@ -462,7 +462,7 @@ var f = {
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  onSuccess: () => n.invalidateQueries({ queryKey: f.goals })
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  })
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  });
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- }, H = () => {
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+ }, V = () => {
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  let { apiGatewayUrl: t } = e(), n = o();
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  return i({
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  mutationFn: async (e) => (await u(`mutation BraRecalcGoalProjection($id: ID!, $fundedAmount: Float!) {
@@ -475,7 +475,7 @@ var f = {
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  }
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  })
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  });
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- }, U = () => {
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+ }, H = () => {
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  let { apiGatewayUrl: t } = e(), n = o();
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  return i({
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  mutationFn: async (e) => (await u(`mutation BraLinkGoalFunding($input: BraLinkGoalFundingInput!) {
@@ -488,7 +488,7 @@ var f = {
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  }
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  })
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  });
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- }, W = () => {
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+ }, U = () => {
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  let { apiGatewayUrl: t } = e(), n = o();
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  return i({
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  mutationFn: async (e) => (await u("mutation BraUnlinkGoalFunding($id: ID!) { braUnlinkGoalFunding(id: $id) }", { id: e }, t)).braUnlinkGoalFunding,
@@ -499,7 +499,7 @@ var f = {
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  }
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  })
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  });
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- }, ue = (t = {}) => {
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+ }, de = (t = {}) => {
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  let { apiGatewayUrl: n } = e(), r = a({
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  queryKey: [...f.households, t],
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  queryFn: async () => (await l(`query BraListHouseholds($status: BraHouseholdStatus, $pagination: PaginationInput) {
@@ -517,7 +517,7 @@ var f = {
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  data: r.data?.items ?? [],
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  pageInfo: r.data?.pageInfo
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  };
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- }, de = (t) => {
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+ }, fe = (t) => {
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  let { apiGatewayUrl: n } = e();
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  return a({
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  queryKey: f.household(t ?? ""),
@@ -526,7 +526,7 @@ var f = {
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  braHousehold(id: $id) { ${S} }
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  }`, { id: t }, n)).braHousehold
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  });
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- }, fe = () => {
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+ }, pe = () => {
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  let { apiGatewayUrl: t } = e(), n = o();
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  return i({
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  mutationFn: async (e) => (await u(`mutation BraCreateHousehold($input: BraCreateHouseholdInput!) {
@@ -537,7 +537,7 @@ var f = {
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  onSuccess: () => n.invalidateQueries({ queryKey: f.households })
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  })
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  });
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- }, pe = () => {
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+ }, me = () => {
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  let { apiGatewayUrl: t } = e(), n = o();
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  return i({
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  mutationFn: async (e) => (await u(`mutation BraUpdateHousehold($id: ID!, $input: BraUpdateHouseholdInput!) {
@@ -550,7 +550,7 @@ var f = {
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  }
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  })
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  });
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- }, me = () => {
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+ }, he = () => {
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  let { apiGatewayUrl: t } = e(), n = o();
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  return i({
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  mutationFn: async (e) => (await u("mutation BraArchiveHousehold($id: ID!) { braArchiveHousehold(id: $id) }", { id: e }, t)).braArchiveHousehold,
@@ -559,7 +559,7 @@ var f = {
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  onSuccess: () => n.invalidateQueries({ queryKey: f.households })
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  })
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  });
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- }, he = (t = {}) => {
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+ }, ge = (t = {}) => {
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  let { apiGatewayUrl: n } = e(), r = a({
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  queryKey: [...f.insights, t],
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  queryFn: async () => (await l(`query BraListInsights($severity: BraInsightSeverity, $status: BraInsightStatus, $subjectId: ID, $subjectType: String, $pagination: PaginationInput) {
@@ -580,7 +580,7 @@ var f = {
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  data: r.data?.items ?? [],
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  pageInfo: r.data?.pageInfo
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  };
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- }, ge = () => {
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+ }, _e = () => {
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  let { apiGatewayUrl: t } = e(), n = o();
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  return i({
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  mutationFn: async (e) => (await u(`mutation BraCreateInsight($input: BraCreateInsightInput!) {
@@ -591,7 +591,7 @@ var f = {
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  onSuccess: () => n.invalidateQueries({ queryKey: f.insights })
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  })
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  });
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- }, _e = () => {
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+ }, ve = () => {
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  let { apiGatewayUrl: t } = e(), n = o();
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  return i({
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  mutationFn: async (e) => (await u(`mutation BraAcknowledgeInsight($id: ID!) {
@@ -604,7 +604,7 @@ var f = {
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  }
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  })
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  });
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- }, ve = () => {
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+ }, ye = () => {
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  let { apiGatewayUrl: t } = e(), n = o();
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  return i({
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  mutationFn: async (e) => (await u(`mutation BraDismissInsight($id: ID!) {
@@ -617,7 +617,7 @@ var f = {
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  }
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  })
619
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  });
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- }, ye = () => {
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+ }, be = () => {
621
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  let { apiGatewayUrl: t } = e(), n = o();
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  return i({
623
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  mutationFn: async (e) => (await u(`mutation BraResolveInsight($id: ID!) {
@@ -630,7 +630,7 @@ var f = {
630
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  }
631
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  })
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  });
633
- }, be = "kind insightType severity title detail metrics", xe = (t) => {
633
+ }, xe = "kind insightType severity title detail metrics", Se = (t) => {
634
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  let { apiGatewayUrl: n } = e();
635
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  return a({
636
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  queryKey: f.riskSignals(t ?? ""),
@@ -638,11 +638,11 @@ var f = {
638
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  queryFn: async () => (await l(`query BraPortfolioRiskSignals($portfolioId: ID!) {
639
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  braPortfolioRiskSignals(portfolioId: $portfolioId) {
640
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  portfolioId workspaceId asOf totalValue holdingsConsidered
641
- signals { ${be} }
641
+ signals { ${xe} }
642
642
  }
643
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  }`, { portfolioId: t }, n)).braPortfolioRiskSignals
644
644
  });
645
- }, Se = () => {
645
+ }, Ce = () => {
646
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  let { apiGatewayUrl: t } = e(), n = o();
647
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  return i({
648
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  mutationFn: async (e) => (await u(`mutation BraGenerateRiskInsights($portfolioId: ID!) {
@@ -655,14 +655,14 @@ var f = {
655
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  }
656
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  })
657
657
  });
658
- }, Ce = (t) => {
658
+ }, we = (t) => {
659
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  let { apiGatewayUrl: n } = e();
660
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  return a({
661
661
  queryKey: f.riskSummary(t ?? ""),
662
662
  enabled: !1,
663
663
  queryFn: async () => (await l("query BraPortfolioRiskSummary($portfolioId: ID!) {\n braPortfolioRiskSummary(portfolioId: $portfolioId) {\n generated summary provider reason signalsConsidered\n }\n }", { portfolioId: t }, n)).braPortfolioRiskSummary
664
664
  });
665
- }, we = "symbol marketValue costBasis unrealizedLoss lossPctOfPortfolio severity washSaleRisk washSaleReason metrics", Te = (t, n) => {
665
+ }, Te = "symbol marketValue costBasis unrealizedLoss lossPctOfPortfolio severity washSaleRisk washSaleReason metrics", Ee = (t, n) => {
666
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  let { apiGatewayUrl: r } = e();
667
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  return a({
668
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  queryKey: [...f.taxLossOpportunities(t ?? ""), n],
@@ -671,14 +671,14 @@ var f = {
671
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  braTaxLossOpportunities(portfolioId: $portfolioId, thresholds: $thresholds) {
672
672
  portfolioId workspaceId asOf
673
673
  thresholds { minLossAmount minLossPct }
674
- opportunities { ${we} }
674
+ opportunities { ${Te} }
675
675
  }
676
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  }`, {
677
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  portfolioId: t,
678
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  thresholds: n ?? null
679
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  }, r)).braTaxLossOpportunities
680
680
  });
681
- }, Ee = () => {
681
+ }, De = () => {
682
682
  let { apiGatewayUrl: t } = e(), n = o();
683
683
  return i({
684
684
  mutationFn: async ({ portfolioId: e, thresholds: n }) => (await u(`mutation BraHarvestTaxLossInsights($portfolioId: ID!, $thresholds: BraTaxLossThresholdInput) {
@@ -694,7 +694,7 @@ var f = {
694
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  }
695
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  })
696
696
  });
697
- }, De = () => {
697
+ }, Oe = () => {
698
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  let { apiGatewayUrl: t } = e(), n = o();
699
699
  return i({
700
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  mutationFn: async (e) => (await u(`mutation BraRecordTransaction($input: BraCreateTransactionInput!) {
@@ -703,11 +703,14 @@ var f = {
703
703
  ...d({
704
704
  success: "Transaction recorded",
705
705
  onSuccess: (e) => {
706
- n.invalidateQueries({ queryKey: f.transactions }), n.invalidateQueries({ queryKey: f.account(e.accountId) }), n.invalidateQueries({ queryKey: f.netWorth });
706
+ n.invalidateQueries({
707
+ predicate: (e) => e.queryKey[0] === "brainyrich" && e.queryKey[1] === "transactions",
708
+ refetchType: "all"
709
+ }), n.invalidateQueries({ queryKey: f.account(e.accountId) }), n.invalidateQueries({ queryKey: f.netWorth });
707
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  }
708
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  })
709
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  });
710
- }, Oe = (t = {}) => {
713
+ }, ke = (t = {}) => {
711
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  let { apiGatewayUrl: n } = e(), r = a({
712
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  queryKey: [...f.rebalances, t],
713
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  queryFn: async () => (await l(`query BraListRebalanceProposals($householdId: ID, $portfolioId: ID, $status: BraRebalanceStatus) {
@@ -725,7 +728,7 @@ var f = {
725
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  ...r,
726
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  data: r.data ?? []
727
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  };
728
- }, ke = () => {
731
+ }, Ae = () => {
729
732
  let { apiGatewayUrl: t } = e(), n = o();
730
733
  return i({
731
734
  mutationFn: async (e) => (await u(`mutation BraCreateRebalanceProposal($input: BraCreateRebalanceProposalInput!) {
@@ -736,7 +739,7 @@ var f = {
736
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  onSuccess: () => n.invalidateQueries({ queryKey: f.rebalances })
737
740
  })
738
741
  });
739
- }, Ae = () => {
742
+ }, je = () => {
740
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  let { apiGatewayUrl: t } = e(), n = o();
741
744
  return i({
742
745
  mutationFn: async (e) => (await u(`mutation BraTransitionRebalanceProposal($id: ID!, $status: BraRebalanceStatus!) {
@@ -748,7 +751,7 @@ var f = {
748
751
  })
749
752
  });
750
753
  };
751
- function G(t) {
754
+ function W(t) {
752
755
  let { apiGatewayUrl: n } = e(), i = t.pageSize ?? p.limit ?? 100, a = r({
753
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  queryKey: t.queryKey,
754
757
  enabled: t.enabled ?? !0,
@@ -776,7 +779,7 @@ function G(t) {
776
779
  }
777
780
  };
778
781
  }
779
- var je = (e = {}) => G({
782
+ var Me = (e = {}) => W({
780
783
  queryKey: [
781
784
  ...f.accounts,
782
785
  "paged",
@@ -794,7 +797,7 @@ var je = (e = {}) => G({
794
797
  pagination: t
795
798
  }),
796
799
  select: (e) => e.braListAccounts
797
- }), Me = (e = {}) => G({
800
+ }), Ne = (e = {}) => W({
798
801
  queryKey: [
799
802
  ...f.portfolios,
800
803
  "paged",
@@ -812,7 +815,7 @@ var je = (e = {}) => G({
812
815
  pagination: t
813
816
  }),
814
817
  select: (e) => e.braListPortfolios
815
- }), Ne = (e = {}) => G({
818
+ }), Pe = (e = {}) => W({
816
819
  queryKey: [
817
820
  ...f.goals,
818
821
  "paged",
@@ -830,7 +833,7 @@ var je = (e = {}) => G({
830
833
  pagination: t
831
834
  }),
832
835
  select: (e) => e.braListGoals
833
- }), Pe = (e = {}) => G({
836
+ }), Fe = (e = {}) => W({
834
837
  queryKey: [
835
838
  ...f.households,
836
839
  "paged",
@@ -847,7 +850,7 @@ var je = (e = {}) => G({
847
850
  pagination: t
848
851
  }),
849
852
  select: (e) => e.braListHouseholds
850
- }), Fe = (e = {}) => G({
853
+ }), Ie = (e = {}) => W({
851
854
  queryKey: [
852
855
  ...f.insights,
853
856
  "paged",
@@ -867,7 +870,7 @@ var je = (e = {}) => G({
867
870
  pagination: t
868
871
  }),
869
872
  select: (e) => e.braListInsights
870
- }), Ie = (e = {}) => G({
873
+ }), Le = (e = {}, t = {}) => W({
871
874
  queryKey: [
872
875
  ...f.transactions,
873
876
  "paged",
@@ -884,9 +887,10 @@ var je = (e = {}) => G({
884
887
  type: e.type,
885
888
  pagination: t
886
889
  }),
890
+ enabled: t.enabled,
887
891
  select: (e) => e.braListTransactions
888
892
  });
889
- async function K(e, t = 200, n = 500) {
893
+ async function G(e, t = 200, n = 500) {
890
894
  let r = [], i;
891
895
  for (let a = 0; a < n; a++) {
892
896
  let n = await e(i ? {
@@ -898,8 +902,8 @@ async function K(e, t = 200, n = 500) {
898
902
  }
899
903
  return r;
900
904
  }
901
- async function Le(e, t = {}, n = 200) {
902
- return K(async (n) => (await l(`query BraListTransactions($accountId: ID, $type: BraTransactionType, $pagination: PaginationInput) {
905
+ async function Re(e, t = {}, n = 200) {
906
+ return G(async (n) => (await l(`query BraListTransactions($accountId: ID, $type: BraTransactionType, $pagination: PaginationInput) {
903
907
  braListTransactions(accountId: $accountId, type: $type, pagination: $pagination) {
904
908
  items { ${h} }
905
909
  pageInfo { cursor hasMore }
@@ -910,8 +914,8 @@ async function Le(e, t = {}, n = 200) {
910
914
  pagination: n
911
915
  }, e)).braListTransactions, n);
912
916
  }
913
- async function Re(e, t = {}, n = 200) {
914
- return K(async (n) => (await l(`query BraListHoldings($accountId: ID, $portfolioId: ID, $pagination: PaginationInput) {
917
+ async function K(e, t = {}, n = 200) {
918
+ return G(async (n) => (await l(`query BraListHoldings($accountId: ID, $portfolioId: ID, $pagination: PaginationInput) {
915
919
  braListHoldings(accountId: $accountId, portfolioId: $portfolioId, pagination: $pagination) {
916
920
  items { ${m} }
917
921
  pageInfo { cursor hasMore }
@@ -929,7 +933,7 @@ var ze = (t = {}) => {
929
933
  "all",
930
934
  t
931
935
  ],
932
- queryFn: () => Le(n, t)
936
+ queryFn: () => Re(n, t)
933
937
  });
934
938
  return {
935
939
  ...r,
@@ -937,7 +941,7 @@ var ze = (t = {}) => {
937
941
  };
938
942
  };
939
943
  async function q(e, t = {}, n = 200) {
940
- return K(async (n) => (await l(`query BraListAccounts($householdId: ID, $status: BraAccountStatus, $pagination: PaginationInput) {
944
+ return G(async (n) => (await l(`query BraListAccounts($householdId: ID, $status: BraAccountStatus, $pagination: PaginationInput) {
941
945
  braListAccounts(householdId: $householdId, status: $status, pagination: $pagination) {
942
946
  items { ${g} }
943
947
  pageInfo { cursor hasMore }
@@ -961,13 +965,27 @@ var Be = (t = {}) => {
961
965
  ...r,
962
966
  data: r.data ?? []
963
967
  };
964
- }, J = "\n id workspaceId userId role status displayName email invitedById createdAt updatedAt\n", Ve = () => {
968
+ }, Ve = (t = {}, n = {}) => {
969
+ let { apiGatewayUrl: r } = e(), i = a({
970
+ queryKey: [
971
+ ...f.holdings,
972
+ "all",
973
+ t
974
+ ],
975
+ enabled: n.enabled ?? !0,
976
+ queryFn: () => K(r, t)
977
+ });
978
+ return {
979
+ ...i,
980
+ data: i.data ?? []
981
+ };
982
+ }, J = "\n id workspaceId userId role status displayName email invitedById createdAt updatedAt\n", He = () => {
965
983
  let { apiGatewayUrl: t } = e();
966
984
  return a({
967
985
  queryKey: f.myAdvisorProfile,
968
986
  queryFn: async () => (await l(`query BraMyAdvisorProfile { braMyAdvisorProfile { ${J} } }`, {}, t)).braMyAdvisorProfile
969
987
  });
970
- }, He = () => {
988
+ }, Ue = () => {
971
989
  let { apiGatewayUrl: t } = e(), n = o();
972
990
  return i({
973
991
  mutationFn: async (e) => (await u(`mutation BraEnsureAdvisorProfile($input: BraEnsureAdvisorInput!) {
@@ -980,7 +998,7 @@ var Be = (t = {}) => {
980
998
  }
981
999
  })
982
1000
  });
983
- }, Ue = () => {
1001
+ }, We = () => {
984
1002
  let { apiGatewayUrl: t } = e(), n = a({
985
1003
  queryKey: f.advisors,
986
1004
  queryFn: async () => (await l(`query BraListAdvisors { braListAdvisors { ${J} } }`, {}, t)).braListAdvisors
@@ -989,7 +1007,7 @@ var Be = (t = {}) => {
989
1007
  ...n,
990
1008
  data: n.data ?? []
991
1009
  };
992
- }, We = () => {
1010
+ }, Ge = () => {
993
1011
  let { apiGatewayUrl: t } = e(), n = o();
994
1012
  return i({
995
1013
  mutationFn: async ({ userId: e, role: n }) => (await u(`mutation BraSetAdvisorRole($userId: ID!, $role: BraAdvisorRole!) {
@@ -1003,27 +1021,27 @@ var Be = (t = {}) => {
1003
1021
  onSuccess: () => n.invalidateQueries({ queryKey: f.advisors })
1004
1022
  })
1005
1023
  });
1006
- }, Ge = () => {
1024
+ }, Ke = () => {
1007
1025
  let { apiGatewayUrl: t } = e();
1008
1026
  return a({
1009
1027
  queryKey: f.firmReport,
1010
1028
  queryFn: async () => (await l("query BraFirmReport {\n braFirmReport {\n workspaceId asOf totalAdvisors totalHouseholds totalAum currency\n byAdvisor { advisorId displayName email role householdCount aum }\n }\n }", {}, t)).braFirmReport,
1011
1029
  retry: !1
1012
1030
  });
1013
- }, Ke = () => {
1031
+ }, qe = () => {
1014
1032
  let { apiGatewayUrl: t } = e();
1015
1033
  return a({
1016
1034
  queryKey: f.adminFirmSummary,
1017
1035
  queryFn: async () => (await l("query BraAdminFirmSummary {\n braAdminFirmSummary {\n workspaceId asOf totalAdvisors totalHouseholds totalAum currency\n byAdvisor { advisorId displayName email role householdCount aum }\n byHouseholdStatus { status count aum }\n }\n }", {}, t)).braAdminFirmSummary,
1018
1036
  retry: !1
1019
1037
  });
1020
- }, Y = "\n id workspaceId advisorId firmName logoFileId primaryColor secondaryColor\n contactEmail disclaimer createdAt updatedAt\n", qe = () => {
1038
+ }, Y = "\n id workspaceId advisorId firmName logoFileId primaryColor secondaryColor\n contactEmail disclaimer createdAt updatedAt\n", Je = () => {
1021
1039
  let { apiGatewayUrl: t } = e();
1022
1040
  return a({
1023
1041
  queryKey: f.myAdvisorBranding,
1024
1042
  queryFn: async () => (await l(`query BraMyAdvisorBranding { braMyAdvisorBranding { ${Y} } }`, {}, t)).braMyAdvisorBranding
1025
1043
  });
1026
- }, Je = () => {
1044
+ }, Ye = () => {
1027
1045
  let { apiGatewayUrl: t } = e(), n = o();
1028
1046
  return i({
1029
1047
  mutationFn: async (e) => (await u(`mutation BraUpsertMyAdvisorBranding($input: BraUpsertAdvisorBrandingInput!) {
@@ -1034,7 +1052,7 @@ var Be = (t = {}) => {
1034
1052
  onSuccess: () => n.invalidateQueries({ queryKey: f.myAdvisorBranding })
1035
1053
  })
1036
1054
  });
1037
- }, X = "\n id workspaceId advisorId householdId name frequency status lastRunAt nextRunAt createdAt updatedAt\n", Z = "\n id workspaceId scheduledReportId advisorId householdId status periodStart periodEnd\n errorMessage generatedAt notifiedAt createdAt\n", Ye = () => {
1055
+ }, X = "\n id workspaceId advisorId householdId name frequency status lastRunAt nextRunAt createdAt updatedAt\n", Z = "\n id workspaceId scheduledReportId advisorId householdId status periodStart periodEnd\n errorMessage generatedAt notifiedAt createdAt\n", Q = () => {
1038
1056
  let { apiGatewayUrl: t } = e(), n = a({
1039
1057
  queryKey: f.scheduledReports,
1040
1058
  queryFn: async () => (await l(`query BraListScheduledReports { braListScheduledReports { ${X} } }`, {}, t)).braListScheduledReports
@@ -1043,7 +1061,7 @@ var Be = (t = {}) => {
1043
1061
  ...n,
1044
1062
  data: n.data ?? []
1045
1063
  };
1046
- }, Q = () => {
1064
+ }, Xe = () => {
1047
1065
  let { apiGatewayUrl: t } = e(), n = o();
1048
1066
  return i({
1049
1067
  mutationFn: async (e) => (await u(`mutation BraCreateScheduledReport($input: BraCreateScheduledReportInput!) {
@@ -1054,7 +1072,7 @@ var Be = (t = {}) => {
1054
1072
  onSuccess: () => n.invalidateQueries({ queryKey: f.scheduledReports })
1055
1073
  })
1056
1074
  });
1057
- }, Xe = () => {
1075
+ }, Ze = () => {
1058
1076
  let { apiGatewayUrl: t } = e(), n = o();
1059
1077
  return i({
1060
1078
  mutationFn: async ({ id: e, pause: n }) => {
@@ -1066,7 +1084,7 @@ var Be = (t = {}) => {
1066
1084
  onSuccess: () => n.invalidateQueries({ queryKey: f.scheduledReports })
1067
1085
  })
1068
1086
  });
1069
- }, Ze = (t) => {
1087
+ }, Qe = (t) => {
1070
1088
  let { apiGatewayUrl: n } = e(), r = a({
1071
1089
  queryKey: f.reportRuns(t),
1072
1090
  queryFn: async () => (await l(`query BraListReportRuns($scheduledReportId: ID) {
@@ -1077,7 +1095,7 @@ var Be = (t = {}) => {
1077
1095
  ...r,
1078
1096
  data: r.data ?? []
1079
1097
  };
1080
- }, Qe = () => {
1098
+ }, $e = () => {
1081
1099
  let { apiGatewayUrl: t } = e(), n = o();
1082
1100
  return i({
1083
1101
  mutationFn: async (e) => (await u(`mutation BraGenerateReportNow($input: BraGenerateReportNowInput!) {
@@ -1091,26 +1109,26 @@ var Be = (t = {}) => {
1091
1109
  })
1092
1110
  });
1093
1111
  };
1094
- async function $e(e, t, n) {
1112
+ async function et(e, t, n) {
1095
1113
  let r = (await l("query BraReportRunPdf($id: ID!) { braReportRunPdf(id: $id) }", { id: t }, e)).braReportRunPdf, i = atob(r), a = new Uint8Array(i.length);
1096
1114
  for (let e = 0; e < i.length; e += 1) a[e] = i.charCodeAt(e);
1097
1115
  let o = new Blob([a], { type: "application/pdf" }), s = URL.createObjectURL(o), c = document.createElement("a");
1098
1116
  c.href = s, c.download = n, document.body.appendChild(c), c.click(), c.remove(), URL.revokeObjectURL(s);
1099
1117
  }
1100
- var et = () => {
1118
+ var tt = () => {
1101
1119
  let { apiGatewayUrl: t } = e();
1102
1120
  return i({
1103
- mutationFn: async (e) => $e(t, e.id, `brainyrich-report-${e.id}.pdf`),
1121
+ mutationFn: async (e) => et(t, e.id, `brainyrich-report-${e.id}.pdf`),
1104
1122
  ...d({ success: "PDF downloaded" })
1105
1123
  });
1106
- }, tt = (t) => {
1124
+ }, nt = (t) => {
1107
1125
  let { apiGatewayUrl: n } = e();
1108
1126
  return a({
1109
1127
  queryKey: f.marketQuote(t ?? ""),
1110
1128
  enabled: !1,
1111
1129
  queryFn: async () => (await l("query BraMarketQuote($symbol: String!) {\n braMarketQuote(symbol: $symbol) { symbol price currency asOf source }\n }", { symbol: t }, n)).braMarketQuote
1112
1130
  });
1113
- }, $ = "\n id workspaceId portfolioId accountId symbol action quantity referencePrice priceSource\n priceAsOf status source rationale reviewedById reviewedAt createdAt updatedAt\n", nt = (t, n) => {
1131
+ }, $ = "\n id workspaceId portfolioId accountId symbol action quantity referencePrice priceSource\n priceAsOf status source rationale reviewedById reviewedAt createdAt updatedAt\n", rt = (t, n) => {
1114
1132
  let { apiGatewayUrl: r } = e(), i = a({
1115
1133
  queryKey: f.tradeInstructions(t, n),
1116
1134
  queryFn: async () => (await l(`query BraListTradeInstructions($portfolioId: ID, $status: BraTradeInstructionStatus) {
@@ -1124,7 +1142,7 @@ var et = () => {
1124
1142
  ...i,
1125
1143
  data: i.data ?? []
1126
1144
  };
1127
- }, rt = () => {
1145
+ }, it = () => {
1128
1146
  let { apiGatewayUrl: t } = e(), n = o();
1129
1147
  return i({
1130
1148
  mutationFn: async (e) => (await u(`mutation BraCreateTradeInstruction($input: BraCreateTradeInstructionInput!) {
@@ -1137,7 +1155,7 @@ var et = () => {
1137
1155
  }
1138
1156
  })
1139
1157
  });
1140
- }, it = () => {
1158
+ }, at = () => {
1141
1159
  let { apiGatewayUrl: t } = e(), n = o();
1142
1160
  return i({
1143
1161
  mutationFn: async ({ id: e, status: n }) => (await u(`mutation BraReviewTradeInstruction($id: ID!, $status: BraTradeInstructionStatus!) {
@@ -1155,6 +1173,6 @@ var et = () => {
1155
1173
  });
1156
1174
  };
1157
1175
  //#endregion
1158
- export { q as fetchAllAccounts, Re as fetchAllHoldings, re as useAccount, ne as useAccounts, _e as useAcknowledgeInsight, Ke as useAdminFirmSummary, Ue as useAdvisors, Be as useAllAccounts, ze as useAllTransactions, oe as useArchiveAccount, V as useArchiveGoal, me as useArchiveHousehold, E as useArchivePortfolio, ie as useCreateAccount, z as useCreateGoal, O as useCreateHolding, fe as useCreateHousehold, ge as useCreateInsight, F as useCreateModelPortfolio, le as useCreatePortfolio, ke as useCreateRebalanceProposal, Q as useCreateScheduledReport, rt as useCreateTradeInstruction, A as useDeleteHolding, ve as useDismissInsight, et as useDownloadReportRunPdf, He as useEnsureAdvisorProfile, Ge as useFirmReport, Qe as useGenerateReportNow, Se as useGenerateRiskInsights, L as useGoal, R as useGoalFundings, I as useGoals, Ee as useHarvestTaxLossInsights, D as useHoldings, de as useHousehold, ue as useHouseholds, he as useInsights, U as useLinkGoalFunding, tt as useMarketQuote, P as useModelPortfolio, N as useModelPortfolios, qe as useMyAdvisorBranding, Ve as useMyAdvisorProfile, te as useNetWorthSummary, je as usePagedAccounts, Ne as usePagedGoals, Pe as usePagedHouseholds, Fe as usePagedInsights, Me as usePagedPortfolios, Ie as usePagedTransactions, ce as usePortfolio, xe as usePortfolioRiskSignals, Ce as usePortfolioRiskSummary, se as usePortfolios, Oe as useRebalanceProposals, H as useRecalcGoalProjection, De as useRecordTransaction, Ze as useReportRuns, ye as useResolveInsight, it as useReviewTradeInstruction, Ye as useScheduledReports, We as useSetAdvisorRole, Xe as useSetScheduledReportStatus, Te as useTaxLossOpportunities, nt as useTradeInstructions, Ae as useTransitionRebalanceProposal, W as useUnlinkGoalFunding, ae as useUpdateAccount, B as useUpdateGoal, k as useUpdateHolding, pe as useUpdateHousehold, T as useUpdatePortfolio, Je as useUpsertMyAdvisorBranding };
1176
+ export { q as fetchAllAccounts, K as fetchAllHoldings, re as useAccount, ne as useAccounts, ve as useAcknowledgeInsight, qe as useAdminFirmSummary, We as useAdvisors, Be as useAllAccounts, Ve as useAllHoldings, ze as useAllTransactions, oe as useArchiveAccount, B as useArchiveGoal, he as useArchiveHousehold, T as useArchivePortfolio, ie as useCreateAccount, R as useCreateGoal, D as useCreateHolding, pe as useCreateHousehold, _e as useCreateInsight, P as useCreateModelPortfolio, le as useCreatePortfolio, Ae as useCreateRebalanceProposal, Xe as useCreateScheduledReport, it as useCreateTradeInstruction, k as useDeleteHolding, ye as useDismissInsight, tt as useDownloadReportRunPdf, Ue as useEnsureAdvisorProfile, Ke as useFirmReport, $e as useGenerateReportNow, Ce as useGenerateRiskInsights, I as useGoal, L as useGoalFundings, F as useGoals, De as useHarvestTaxLossInsights, E as useHoldings, fe as useHousehold, de as useHouseholds, ge as useInsights, H as useLinkGoalFunding, nt as useMarketQuote, N as useModelPortfolio, M as useModelPortfolios, Je as useMyAdvisorBranding, He as useMyAdvisorProfile, te as useNetWorthSummary, Me as usePagedAccounts, Pe as usePagedGoals, Fe as usePagedHouseholds, Ie as usePagedInsights, Ne as usePagedPortfolios, Le as usePagedTransactions, ce as usePortfolio, Se as usePortfolioRiskSignals, we as usePortfolioRiskSummary, se as usePortfolios, ke as useRebalanceProposals, V as useRecalcGoalProjection, Oe as useRecordTransaction, Qe as useReportRuns, be as useResolveInsight, at as useReviewTradeInstruction, Q as useScheduledReports, Ge as useSetAdvisorRole, Ze as useSetScheduledReportStatus, Ee as useTaxLossOpportunities, rt as useTradeInstructions, je as useTransitionRebalanceProposal, U as useUnlinkGoalFunding, ae as useUpdateAccount, z as useUpdateGoal, O as useUpdateHolding, me as useUpdateHousehold, ue as useUpdatePortfolio, Ye as useUpsertMyAdvisorBranding };
1159
1177
 
1160
1178
  //# sourceMappingURL=useBrainyRichApi.js.map