@mx-cartographer/experiences 6.25.3-alpha.al2 → 6.25.3-alpha.mega2

package/dist/investments/components/Overview.js

@@ -0,0 +1,590 @@
+import { jsx as o, jsxs as i } from "react/jsx-runtime";
+import ot, { useState as d } from "react";
+import { observer as rt } from "mobx-react-lite";
+import it from "@mui/material/Accordion";
+import et from "@mui/material/AccordionDetails";
+import nt from "@mui/material/AccordionSummary";
+import A from "@mui/material/Paper";
+import s from "@mui/system/Stack";
+import st from "@mui/material/styles/useTheme";
+import { Icon as x } from "@mxenabled/mx-icons";
+import { Text as n, H1 as mt, InstitutionLogo as G } from "@mxenabled/mxui";
+import at from "../../accounts/components/ConnectionsDrawer.js";
+import "bowser";
+import "date-fns/getUnixTime";
+import "date-fns/intlFormat";
+import "../../common/constants/Account.js";
+import "../../common/constants/Category.js";
+import "date-fns/addMonths";
+import "date-fns/addQuarters";
+import "date-fns/addWeeks";
+import "date-fns/addYears";
+import "date-fns/getDay";
+import "date-fns/isBefore";
+import "date-fns/nextDay";
+import "date-fns/setDate";
+import "date-fns/startOfToday";
+import "date-fns/fromUnixTime";
+import "numeral";
+import "@mui/material";
+import "@mui/material/Button";
+import "@mui/material/Tooltip";
+import "@mui/material/Box";
+import "@mui/material/IconButton";
+import "../../common/components/accountfilter/AccountFilterOptions.js";
+import { useGlobalUiStore as z, useHoldingStore as T, useGlobalCopyStore as pt, useAccountStore as lt } from "../../common/context/hooks.js";
+import "../../common/context/GlobalDataProvider.js";
+import "../../common/context/WidgetContainerProvider.js";
+import { useScreenSize as ct } from "../../common/hooks/useScreenSize.js";
+import "@mxenabled/cssinjs";
+import "date-fns/addDays";
+import "date-fns/eachDayOfInterval";
+import "date-fns/eachWeekOfInterval";
+import "date-fns/endOfMonth";
+import "date-fns/format";
+import "date-fns/isSameMonth";
+import "date-fns/startOfMonth";
+import "date-fns/subMonths";
+import "date-fns/isSameDay";
+import "date-fns/isWithinInterval";
+import "d3";
+import "@mui/material/styles";
+import "@mui/x-charts";
+import "@mui/material/useMediaQuery";
+import "../../common/components/charts/linechart/CustomLegend.js";
+import "@mui/x-charts/ChartsTooltip";
+import "@mui/material/Stack";
+import "../../common/components/charts/stackedlinechart/CustomAreaTooltip.js";
+import "date-fns/differenceInCalendarDays";
+import "date-fns/endOfToday";
+import "date-fns/endOfYear";
+import "date-fns/startOfYear";
+import "date-fns/subDays";
+import "date-fns/subYears";
+import "@mui/material/ButtonGroup";
+import "@mui/material/Tab";
+import "@mui/material/Tabs";
+import "@mui/material/ToggleButton";
+import "@mui/material/ToggleButtonGroup";
+import "@mui/material/Dialog";
+import "@mui/material/DialogContent";
+import "../../common/components/ErrorBoundary.js";
+import "@mui/material/Card";
+import "@mui/material/CardContent";
+import "@mui/material/CardHeader";
+import "../../common/components/WidgetContainer.js";
+import "../../common/components/ConnectDrawer.js";
+import "uuid";
+import dt from "../../common/components/Loader.js";
+import "../../common/components/SearchBox.js";
+import "@mui/material/FormControlLabel";
+import "@mui/material/Radio";
+import "@mui/material/Avatar";
+import "@mui/material/ListItem";
+import "@mui/material/ListItemAvatar";
+import "@mui/material/ListItemButton";
+import "@mui/material/ListItemText";
+import "@mui/material/ListItemIcon";
+import "../../common/components/ListItemAction.js";
+import "@mui/material/MenuItem";
+import "@mui/material/TextField";
+import "@mui/material/Switch";
+import "mobx";
+import "../../accounts/AccountsWidget.js";
+import "../../accounts/AccountsMiniWidget.js";
+import "../../accounts/ConnectMiniWidget.js";
+import "../../accounts/components/detailsdrawer/Accounts/AccountDetailsHeader.js";
+import "../../accounts/components/detailsdrawer/Accounts/AccountDetailsContent.js";
+import "../../common/types/Account.js";
+import "posthog-js";
+import "../../cashflow/CashflowMiniWidget.js";
+import "../../cashflow/CashflowWidget.js";
+import "../../cashflow/CashflowOnboarding.js";
+import "date-fns/differenceInDays";
+import "../../categories/components/CategorySelector.js";
+import "../../categories/components/CategorySelectorDrawer.js";
+import "../../categories/components/CategoryRow.js";
+import "../../debts/DebtsWidget.js";
+import "@mui/x-data-grid-pro";
+import "date-fns";
+import "@mui/material/Divider";
+import "@mui/material/List";
+import "../../finstrong/components/FinancialStrengthGraph.js";
+import "../../finstrong/components/CreditScoreGraph.js";
+import "../../finstrong/FinstrongWidget.js";
+import "../../goals/GoalsWidget.js";
+import "../../goals/GoalsMicroWidget.js";
+import "../util/InvestmentUtil.js";
+import "../../merchants/components/MerchantLookup.js";
+import "../../networth/components/NetWorthChart.js";
+import "../../networth/components/NetWorthList.js";
+import "../../networth/components/NetWorthSummary.js";
+import "../../networth/NetWorthMicroWidget.js";
+import "../../networth/NetWorthWidget.js";
+import "../../notifications/components/NotificationList.js";
+import "../../notifications/components/NotificationDrawer.js";
+import "date-fns/formatISO";
+import "../../transactions/constants/Analytics.js";
+import "../../transactions/constants/Transaction.js";
+import "../../transactions/components/shared/transactionlist/TransactionRow.js";
+import "../../transactions/components/shared/TransactionList.js";
+import "../../transactions/components/shared/TransactionTable.js";
+import "../../transactions/components/shared/TransactionDetails.js";
+import "../../transactions/components/transactionwidget/AddAccountModal.js";
+import "../../transactions/TransactionWidget.js";
+import "../../settings/SettingsWidget.js";
+import "../../settings/components/SettingsWidgetContents.js";
+import "../../settings/components/profile/ProfileTab.js";
+import "../../settings/components/devices/DeviceTab.js";
+import "../../settings/NotificationSettingsWidget.js";
+import "../../settings/components/notifications/NotificationSettings.js";
+import "../../settings/components/notifications/AccountNotificationProfiles.js";
+import "../../settings/components/notifications/BudgetNotificationProfiles.js";
+import "../../settings/components/notifications/InsightsNotificationProfiles.js";
+import "../../settings/components/transactionrules/TransactionRulesTab.js";
+import "../../recurringtransactions/RecurringTransactionsWidget.js";
+import "../../recurringtransactions/RecurringTransactionsMiniWidget.js";
+import "../../recurringtransactions/RecurringTransactionsMicroWidget.js";
+import "date-fns/isAfter";
+import "date-fns/parseISO";
+import "date-fns/subQuarters";
+import "date-fns/lastDayOfMonth";
+import "date-fns/setDayOfYear";
+import "../../recurringtransactions/components/shared/RecurringSettings.js";
+import "../../recurringtransactions/components/shared/recurringsettings/ManageIncome.js";
+import "../../recurringtransactions/components/shared/recurringsettings/ManageExpenses.js";
+import "../../recurringtransactions/components/shared/recurringsettings/SelectTransaction.js";
+import "../../recurringtransactions/components/shared/recurringsettings/AddRecurringTransactionDetails.js";
+import "../../trends/TrendsFullWidget.js";
+import "../../trends/TrendsMiniWidget.js";
+import "../../trends/TrendsMicroWidget.js";
+import "../../trends/TrendsWidget.js";
+import "date-fns/addSeconds";
+import "date-fns/getMonth";
+import { EmptyStateFooterComponent as gt } from "./EmptyStateFooterComponent.js";
+import ut from "./HoldingDrawer.js";
+import xt from "./HoldingTable.js";
+const ht = () => {
+  const { isMobile: b } = ct(), [S, j] = d({}), [E, D] = d(!1), { selectedAccountGuids: X } = z(), { visibleHoldings: N, updateHoldings: M } = T(), [O, R] = ot.useState(!1), [C, w] = d({
+    accounts: [],
+    holdings: []
+  }), { accounts: P, investments: c } = pt(), { isCopyLoaded: V } = z(), [_, h] = d(null), [f, B] = d(""), y = st().palette.mode === "dark", I = y ? "#0AC295" : "#09A57F", F = y ? "grey.300" : "grey.700", p = (t, r = "lesserThan") => r === "greaterThan" ? t >= 0 ? I : F : t <= 0 ? F : I, H = (t, r) => {
+    h(t), B(r.toFixed(2));
+  }, L = (t) => {
+    const r = t.target.value;
+    /^\d*\.?\d*$/.test(r) && B(r);
+  }, k = (t, r) => {
+    t.key === "Enter" ? v(r) : t.key === "Escape" && h(null);
+  }, v = (t) => {
+    const r = N.find(({ guid: a }) => a === t);
+    if (!r) return;
+    const l = Number(f);
+    if (M({ ...r, cost_basis: l }), b) {
+      const a = C.holdings.map(
+        (e) => e.id === t ? { ...e, costBasis: l } : e
+      );
+      w((e) => ({
+        ...e,
+        holdings: a
+      }));
+    }
+    h(null);
+  }, $ = (t) => (r, l) => {
+    j((a) => ({
+      ...a,
+      [t]: l
+    }));
+  }, { visibleHoldings: U } = T(), { visibleInvestmentAccounts: q } = lt(), g = q.filter(
+    ({ guid: t }) => X.includes(t)
+  ), K = g.reduce((t, r) => t + (r.balance || 0), 0), J = g.map(({ guid: t }) => t), u = U.filter(
+    ({ account_guid: t }) => J.includes(t)
+  ).reduce((t, r) => {
+    const l = r.market_value ? r.market_value - (r.cost_basis || 0) : 0;
+    return t + l;
+  }, 0), Q = () => {
+    D(!1);
+  };
+  return V ? /* @__PURE__ */ i(s, { sx: { alignItems: "center", gap: 48, pt: 48, width: "100%" }, children: [
+    !!g.length && /* @__PURE__ */ i(s, { sx: { alignItems: "center" }, children: [
+      /* @__PURE__ */ o(n, { sx: { color: "text.secondary" }, children: c.overview.total_portfolio }),
+      /* @__PURE__ */ o(mt, { children: K.toLocaleString("en-US", {
+        currency: "USD",
+        maximumFractionDigits: 2,
+        minimumFractionDigits: 2,
+        style: "currency"
+      }) }),
+      /* @__PURE__ */ i(s, { sx: { alignItems: "center", flexDirection: "row", gap: 8 }, children: [
+        /* @__PURE__ */ o(
+          x,
+          {
+            name: u >= 0 ? "trending_up" : "trending_down",
+            size: 20,
+            sx: { color: p(u, "greaterThan") }
+          }
+        ),
+        /* @__PURE__ */ o(
+          n,
+          {
+            sx: { color: p(u, "greaterThan"), fontWeight: 700 },
+            variant: "Small",
+            children: u.toLocaleString("en-US", {
+              currency: "USD",
+              maximumFractionDigits: 2,
+              minimumFractionDigits: 2,
+              style: "currency"
+            })
+          }
+        )
+      ] })
+    ] }),
+    g.map((t) => {
+      const r = U.filter((m) => m.account_guid === t.guid).map((m) => ({
+        id: m.guid,
+        qty: m.shares || 0,
+        holding: m.symbol || m.description || "Unknown",
+        costBasis: m.cost_basis || 0,
+        totalGainLoss: m.market_value ? m.market_value - (m.cost_basis || 0) : 0,
+        marketValue: m.market_value || 0,
+        description: m.description || ""
+      })), l = r.length > 0, a = t.balance, e = r.reduce(
+        (m, tt) => tt.totalGainLoss + m,
+        0
+      ), W = a ? e / a * 100 : 0;
+      if (b)
+        return /* @__PURE__ */ o(
+          A,
+          {
+            onClick: r.length ? () => {
+              D(!0), w({
+                holdings: r,
+                accounts: t
+              });
+            } : void 0,
+            sx: {
+              width: "100%",
+              overflow: "hidden"
+            },
+            children: /* @__PURE__ */ i(
+              s,
+              {
+                sx: {
+                  border: 1,
+                  borderColor: "border.main",
+                  borderRadius: "8px",
+                  ml: 16,
+                  mr: 16,
+                  overflow: "hidden",
+                  pt: 14
+                },
+                children: [
+                  /* @__PURE__ */ i(
+                    s,
+                    {
+                      sx: {
+                        alignItems: "center",
+                        borderBottom: 1,
+                        borderColor: "border.main",
+                        flexDirection: "row",
+                        pb: 14,
+                        pl: 14,
+                        pr: 14
+                      },
+                      children: [
+                        /* @__PURE__ */ o(
+                          G,
+                          {
+                            alt: t.institutionName || "",
+                            institutionGuid: t.institution_guid || "",
+                            size: 32
+                          }
+                        ),
+                        /* @__PURE__ */ i(s, { sx: { overflow: "hidden", pl: 13, pr: 13 }, children: [
+                          /* @__PURE__ */ o(n, { sx: { color: "text.secondary" }, variant: "XSmall", children: t.memberName }),
+                          /* @__PURE__ */ o(n, { sx: { color: "text.primary", fontWeight: 600 }, variant: "Body", children: t.user_name || t.name })
+                        ] })
+                      ]
+                    }
+                  ),
+                  /* @__PURE__ */ i(
+                    s,
+                    {
+                      sx: {
+                        alignItems: "center",
+                        flexDirection: "row",
+                        justifyContent: "space-between",
+                        pb: 8,
+                        pt: 8
+                      },
+                      children: [
+                        /* @__PURE__ */ i(
+                          s,
+                          {
+                            sx: {
+                              alignItems: "center",
+                              borderRight: 1,
+                              borderColor: "border.main",
+                              flex: 1,
+                              justifyContent: "center",
+                              pb: 14,
+                              pl: 7,
+                              pr: 7,
+                              pt: 14
+                            },
+                            children: [
+                              /* @__PURE__ */ o(n, { sx: { color: "text.secondary", fontSize: 11 }, variant: "Small", children: c.overview.total_gain_Loss }),
+                              /* @__PURE__ */ i(
+                                s,
+                                {
+                                  sx: {
+                                    alignItems: "center",
+                                    flexDirection: "row",
+                                    gap: 2,
+                                    justifyContent: "flex-end"
+                                  },
+                                  children: [
+                                    e !== 0 && /* @__PURE__ */ o(
+                                      x,
+                                      {
+                                        name: e > 0 ? "trending_up" : "trending_down",
+                                        size: 20,
+                                        sx: { color: p(e) }
+                                      }
+                                    ),
+                                    /* @__PURE__ */ i(
+                                      n,
+                                      {
+                                        sx: {
+                                          color: p(e),
+                                          fontWeight: 600
+                                        },
+                                        variant: "Body",
+                                        children: [
+                                          W.toFixed(2),
+                                          "%"
+                                        ]
+                                      }
+                                    ),
+                                    /* @__PURE__ */ o(n, { sx: { color: "text.secondary" }, variant: "XSmall", children: "|" }),
+                                    /* @__PURE__ */ o(
+                                      n,
+                                      {
+                                        sx: {
+                                          color: p(e),
+                                          fontWeight: 600
+                                        },
+                                        variant: "Body",
+                                        children: Math.abs(e).toLocaleString("en-US", {
+                                          currency: "USD",
+                                          maximumFractionDigits: 2,
+                                          minimumFractionDigits: 2,
+                                          style: "currency"
+                                        })
+                                      }
+                                    )
+                                  ]
+                                }
+                              )
+                            ]
+                          }
+                        ),
+                        /* @__PURE__ */ i(
+                          s,
+                          {
+                            sx: {
+                              alignItems: "center",
+                              flex: 1,
+                              justifyContent: "center",
+                              pb: 14,
+                              pl: 7,
+                              pr: 7,
+                              pt: 14
+                            },
+                            children: [
+                              /* @__PURE__ */ o(n, { sx: { color: "text.secondary" }, variant: "XSmall", children: c.overview.total_value }),
+                              /* @__PURE__ */ o(n, { sx: { color: "text.primary", fontWeight: 600 }, variant: "Body", children: a?.toLocaleString("en-US", {
+                                currency: "USD",
+                                maximumFractionDigits: 2,
+                                minimumFractionDigits: 2,
+                                style: "currency"
+                              }) })
+                            ]
+                          }
+                        )
+                      ]
+                    }
+                  )
+                ]
+              }
+            )
+          },
+          t.guid
+        );
+      const Y = y ? "grey.700" : "grey.400", Z = r.length ? "text.primary" : Y;
+      return /* @__PURE__ */ i(
+        it,
+        {
+          expanded: S[t.guid] === !0,
+          onChange: l ? $(t.guid) : () => {
+          },
+          sx: {
+            border: 1,
+            borderColor: "divider",
+            borderRadius: "4px",
+            width: "100%"
+          },
+          children: [
+            /* @__PURE__ */ i(
+              nt,
+              {
+                "aria-controls": "panel1a-content",
+                id: "panel1a-header",
+                sx: [
+                  S[t.guid] && {
+                    borderBottom: 1,
+                    borderColor: "border.main",
+                    maxHeight: 88
+                  }
+                ],
+                children: [
+                  /* @__PURE__ */ i(
+                    s,
+                    {
+                      sx: {
+                        alignItems: "center",
+                        flexDirection: "row",
+                        gap: 13,
+                        p: 14,
+                        width: "100%"
+                      },
+                      children: [
+                        /* @__PURE__ */ o(x, { name: "expand_more", size: 20, sx: { color: Z } }),
+                        /* @__PURE__ */ o(
+                          G,
+                          {
+                            alt: t.institutionName || "",
+                            institutionGuid: t.institution_guid || "",
+                            size: 32
+                          }
+                        ),
+                        /* @__PURE__ */ i(s, { sx: { alignItems: "flex-start" }, children: [
+                          /* @__PURE__ */ o(n, { sx: { color: "text.secondary" }, variant: "XSmall", children: t.memberName }),
+                          /* @__PURE__ */ o(n, { sx: { color: "text.primary", fontWeight: 600 }, variant: "Body", children: t.user_name || t.name })
+                        ] })
+                      ]
+                    }
+                  ),
+                  /* @__PURE__ */ i(s, { sx: { flexDirection: "row" }, children: [
+                    /* @__PURE__ */ i(s, { sx: { alignItems: "flex-end", pb: 14, pl: 24, pr: 24, pt: 14 }, children: [
+                      /* @__PURE__ */ o(n, { sx: { color: "text.secondary" }, variant: "XSmall", children: c.overview.total_gain_Loss }),
+                      /* @__PURE__ */ i(
+                        s,
+                        {
+                          sx: {
+                            alignItems: "center",
+                            flexDirection: "row",
+                            gap: 2,
+                            justifyContent: "flex-end"
+                          },
+                          children: [
+                            e !== 0 && /* @__PURE__ */ o(
+                              x,
+                              {
+                                name: e >= 0 ? "trending_up" : "trending_down",
+                                size: 20,
+                                sx: { color: p(e) }
+                              }
+                            ),
+                            /* @__PURE__ */ i(
+                              n,
+                              {
+                                sx: {
+                                  color: p(e),
+                                  fontWeight: 600
+                                },
+                                variant: "Body",
+                                children: [
+                                  W.toFixed(2),
+                                  "%"
+                                ]
+                              }
+                            ),
+                            /* @__PURE__ */ o(n, { sx: { color: "text.secondary" }, variant: "XSmall", children: "|" }),
+                            /* @__PURE__ */ o(
+                              n,
+                              {
+                                sx: {
+                                  color: p(e),
+                                  fontWeight: 600
+                                },
+                                variant: "Body",
+                                children: Math.abs(e).toLocaleString("en-US", {
+                                  currency: "USD",
+                                  maximumFractionDigits: 2,
+                                  minimumFractionDigits: 2,
+                                  style: "currency"
+                                })
+                              }
+                            )
+                          ]
+                        }
+                      )
+                    ] }),
+                    /* @__PURE__ */ o(s, { sx: { alignItems: "flex-end", gap: 12, pb: 14, pl: 16, pr: 16, pt: 14 }, children: /* @__PURE__ */ i(s, { sx: { alignItems: "flex-end" }, children: [
+                      /* @__PURE__ */ o(n, { sx: { color: "text.secondary" }, variant: "XSmall", children: c.overview.total_value }),
+                      /* @__PURE__ */ o(n, { sx: { color: "text.primary", fontWeight: 600 }, variant: "Body", children: a?.toLocaleString("en-US", {
+                        currency: "USD",
+                        maximumFractionDigits: 2,
+                        minimumFractionDigits: 2,
+                        style: "currency"
+                      }) })
+                    ] }) })
+                  ] })
+                ]
+              }
+            ),
+            /* @__PURE__ */ o(et, { sx: { bgcolor: "background.default", p: 12 }, children: /* @__PURE__ */ o(A, { sx: { border: 1, borderColor: "border.light" }, children: /* @__PURE__ */ o(
+              xt,
+              {
+                currentEditedCostBasis: f,
+                data: r,
+                editingHoldingId: _,
+                handleCostBasisBlur: v,
+                handleCostBasisChange: L,
+                handleCostBasisClick: H,
+                handleCostBasisKeyDown: k
+              }
+            ) }) })
+          ]
+        },
+        t.guid
+      );
+    }),
+    /* @__PURE__ */ o(gt, {}),
+    /* @__PURE__ */ o(
+      ut,
+      {
+        accountHoldingsData: C,
+        currentEditedCostBasis: f,
+        editingHoldingId: _,
+        handleCostBasisBlur: v,
+        handleCostBasisChange: L,
+        handleCostBasisClick: H,
+        handleCostBasisKeyDown: k,
+        isOpen: E,
+        onClose: Q
+      }
+    ),
+    /* @__PURE__ */ o(
+      at,
+      {
+        onClose: () => R(!1),
+        showConnectionsWidget: O,
+        title: P.manage_connections
+      }
+    )
+  ] }) : /* @__PURE__ */ o(dt, {});
+}, wi = rt(ht);
+export {
+  wi as default
+};
+//# sourceMappingURL=Overview.js.map

package/dist/investments/components/Overview.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"Overview.js","sources":["../../../src/investments/components/Overview.tsx"],"sourcesContent":["import React, { useState } from 'react'\n\nimport { observer } from 'mobx-react-lite'\nimport Accordion from '@mui/material/Accordion'\nimport AccordionDetails from '@mui/material/AccordionDetails'\nimport AccordionSummary from '@mui/material/AccordionSummary'\nimport Paper from '@mui/material/Paper'\nimport Stack from '@mui/system/Stack'\nimport useTheme from '@mui/material/styles/useTheme'\nimport { Icon } from '@mxenabled/mx-icons'\nimport { H1, InstitutionLogo, Text } from '@mxenabled/mxui'\n\nimport ConnectionsDrawer from '../../accounts/components/ConnectionsDrawer'\nimport {\n  Loader,\n  useAccountStore,\n  useGlobalCopyStore,\n  useGlobalUiStore,\n  useHoldingStore,\n  useScreenSize,\n} from '../../common'\nimport { EmptyStateFooterComponent } from './EmptyStateFooterComponent'\nimport InvestmentDetailsDrawer from './HoldingDrawer'\nimport HoldingsTable from './HoldingTable'\n\ninterface HoldingDetail {\n  id: string\n  description: string\n  qty: number\n  holding: string\n  costBasis: number\n  totalGainLoss: number\n  marketValue: number\n}\n\nconst Overview = () => {\n  const { isMobile } = useScreenSize()\n  const [expandedStates, setExpandedStates] = useState<Record<string, boolean>>({})\n  const [openDrawer, setOpenDrawer] = useState(false)\n  const { selectedAccountGuids } = useGlobalUiStore()\n  const { visibleHoldings: holdings, updateHoldings } = useHoldingStore()\n  const [showConnectionsWidget, setShowConnectionsWidget] = React.useState(false)\n\n  const [accountHoldingsData, setAccountHoldingsData] = useState<{\n    accounts: any\n    holdings: HoldingDetail[]\n  }>({\n    accounts: [],\n    holdings: [],\n  })\n  const { accounts: accountsCopy, investments: copy } = useGlobalCopyStore()\n  const { isCopyLoaded } = useGlobalUiStore()\n  const [editingHoldingId, setEditingHoldingId] = useState<string | null>(null)\n  const [currentEditedCostBasis, setCurrentEditedCostBasis] = useState<string>('')\n\n  const theme = useTheme()\n\n  const isDarkMode = theme.palette.mode === 'dark'\n\n  const gainDisplayColor = isDarkMode ? '#0AC295' : '#09A57F'\n\n  const lossDisplayColor = isDarkMode ? 'grey.300' : 'grey.700'\n\n  const gainLossDisplayColor = (value: number, type: string = 'lesserThan') => {\n    if (type === 'greaterThan') {\n      return value >= 0 ? gainDisplayColor : lossDisplayColor\n    }\n    return value <= 0 ? lossDisplayColor : gainDisplayColor\n  }\n\n  const handleCostBasisClick = (holdingId: string, currentCostBasis: number) => {\n    setEditingHoldingId(holdingId)\n    setCurrentEditedCostBasis(currentCostBasis.toFixed(2))\n  }\n\n  const handleCostBasisChange = (event: React.ChangeEvent<HTMLInputElement>) => {\n    // Allow only numbers and a single decimal point\n    const value = event.target.value\n    if (/^\\d*\\.?\\d*$/.test(value)) {\n      setCurrentEditedCostBasis(value)\n    }\n  }\n\n  const handleCostBasisKeyDown = (event: React.KeyboardEvent<HTMLInputElement>, id: string) => {\n    if (event.key === 'Enter') {\n      handleCostBasisBlur(id)\n    } else if (event.key === 'Escape') {\n      setEditingHoldingId(null)\n    }\n  }\n\n  const handleCostBasisBlur = (id: string) => {\n    const holding = holdings.find(({ guid }) => guid === id)\n    if (!holding) return\n\n    const updatedCostBasis = Number(currentEditedCostBasis)\n    updateHoldings({ ...holding, cost_basis: updatedCostBasis })\n\n    if (isMobile) {\n      const updatedHoldings = accountHoldingsData.holdings.map((h) =>\n        h.id === id ? { ...h, costBasis: updatedCostBasis } : h,\n      )\n\n      setAccountHoldingsData((prev) => ({\n        ...prev,\n        holdings: updatedHoldings,\n      }))\n    }\n\n    setEditingHoldingId(null)\n  }\n\n  const handleAccordionChange =\n    (accountId: string) => (_event: React.SyntheticEvent, isExpanded: boolean) => {\n      setExpandedStates((prevStates) => ({\n        ...prevStates,\n        [accountId]: isExpanded,\n      }))\n    }\n\n  const { visibleHoldings: allHoldings } = useHoldingStore()\n  const { visibleInvestmentAccounts } = useAccountStore()\n\n  const accounts = visibleInvestmentAccounts.filter(({ guid }) =>\n    selectedAccountGuids.includes(guid),\n  )\n\n  const totalPortfolioValue = accounts.reduce((sum, account) => sum + (account.balance || 0), 0)\n\n  const accountGuids = accounts.map(({ guid }) => guid)\n\n  const updatedHoldings = allHoldings.filter(({ account_guid }) =>\n    accountGuids.includes(account_guid),\n  )\n\n  const gainLoss = updatedHoldings.reduce((sum, holding) => {\n    const hl = holding.market_value ? holding.market_value - (holding.cost_basis || 0) : 0\n    return sum + hl\n  }, 0)\n\n  const closeDrawer = () => {\n    setOpenDrawer(false)\n  }\n\n  if (!isCopyLoaded) {\n    return <Loader />\n  }\n\n  return (\n    <Stack sx={{ alignItems: 'center', gap: 48, pt: 48, width: '100%' }}>\n      {/* header content */}\n      {!!accounts.length && (\n        <Stack sx={{ alignItems: 'center' }}>\n          <Text sx={{ color: 'text.secondary' }}>{copy.overview.total_portfolio}</Text>\n          <H1>\n            {totalPortfolioValue.toLocaleString('en-US', {\n              currency: 'USD',\n              maximumFractionDigits: 2,\n              minimumFractionDigits: 2,\n              style: 'currency',\n            })}\n          </H1>\n          <Stack sx={{ alignItems: 'center', flexDirection: 'row', gap: 8 }}>\n            <Icon\n              name={gainLoss >= 0 ? 'trending_up' : 'trending_down'}\n              size={20}\n              sx={{ color: gainLossDisplayColor(gainLoss, 'greaterThan') }}\n            />\n            <Text\n              sx={{ color: gainLossDisplayColor(gainLoss, 'greaterThan'), fontWeight: 700 }}\n              variant=\"Small\"\n            >\n              {gainLoss.toLocaleString('en-US', {\n                currency: 'USD',\n                maximumFractionDigits: 2,\n                minimumFractionDigits: 2,\n                style: 'currency',\n              })}\n            </Text>\n          </Stack>\n        </Stack>\n      )}\n\n      {accounts.map((account) => {\n        const accountHoldings: HoldingDetail[] = allHoldings\n          .filter((holding) => holding.account_guid === account.guid)\n          .map((holding) => ({\n            id: holding.guid,\n            qty: holding.shares || 0,\n            holding: holding.symbol || holding.description || 'Unknown',\n            costBasis: holding.cost_basis || 0,\n            totalGainLoss: holding.market_value\n              ? holding.market_value - (holding.cost_basis || 0)\n              : 0,\n            marketValue: holding.market_value || 0,\n            description: holding.description || '',\n          }))\n\n        const hasHoldingsData = accountHoldings.length > 0\n\n        const accountTotalValue = account.balance\n        const accountGainLoss = accountHoldings.reduce(\n          (sum, holding) => holding.totalGainLoss + sum,\n          0,\n        )\n\n        const accountGainLossPercentage = accountTotalValue\n          ? (accountGainLoss / accountTotalValue) * 100\n          : 0\n\n        // Mobile View: Use a simplified presentation\n        if (isMobile) {\n          return (\n            <Paper\n              key={account.guid}\n              onClick={\n                accountHoldings.length\n                  ? () => {\n                      setOpenDrawer(true)\n                      setAccountHoldingsData({\n                        holdings: accountHoldings,\n                        accounts: account,\n                      })\n                    }\n                  : undefined\n              }\n              sx={{\n                width: '100%',\n                overflow: 'hidden',\n              }}\n            >\n              <Stack\n                sx={{\n                  border: 1,\n                  borderColor: 'border.main',\n                  borderRadius: '8px',\n                  ml: 16,\n                  mr: 16,\n                  overflow: 'hidden',\n                  pt: 14,\n                }}\n              >\n                <Stack\n                  sx={{\n                    alignItems: 'center',\n                    borderBottom: 1,\n                    borderColor: 'border.main',\n                    flexDirection: 'row',\n                    pb: 14,\n                    pl: 14,\n                    pr: 14,\n                  }}\n                >\n                  <InstitutionLogo\n                    alt={account.institutionName || ''}\n                    institutionGuid={account.institution_guid || ''}\n                    size={32}\n                  />\n                  <Stack sx={{ overflow: 'hidden', pl: 13, pr: 13 }}>\n                    <Text sx={{ color: 'text.secondary' }} variant=\"XSmall\">\n                      {account.memberName}\n                    </Text>\n                    <Text sx={{ color: 'text.primary', fontWeight: 600 }} variant=\"Body\">\n                      {account.user_name || account.name}\n                    </Text>\n                  </Stack>\n                </Stack>\n\n                <Stack\n                  sx={{\n                    alignItems: 'center',\n                    flexDirection: 'row',\n                    justifyContent: 'space-between',\n                    pb: 8,\n                    pt: 8,\n                  }}\n                >\n                  <Stack\n                    sx={{\n                      alignItems: 'center',\n                      borderRight: 1,\n                      borderColor: 'border.main',\n                      flex: 1,\n                      justifyContent: 'center',\n                      pb: 14,\n                      pl: 7,\n                      pr: 7,\n                      pt: 14,\n                    }}\n                  >\n                    <Text sx={{ color: 'text.secondary', fontSize: 11 }} variant=\"Small\">\n                      {copy.overview.total_gain_Loss}\n                    </Text>\n                    <Stack\n                      sx={{\n                        alignItems: 'center',\n                        flexDirection: 'row',\n                        gap: 2,\n                        justifyContent: 'flex-end',\n                      }}\n                    >\n                      {accountGainLoss !== 0 && (\n                        <Icon\n                          name={accountGainLoss > 0 ? 'trending_up' : 'trending_down'}\n                          size={20}\n                          sx={{ color: gainLossDisplayColor(accountGainLoss) }}\n                        />\n                      )}\n                      <Text\n                        sx={{\n                          color: gainLossDisplayColor(accountGainLoss),\n                          fontWeight: 600,\n                        }}\n                        variant=\"Body\"\n                      >\n                        {accountGainLossPercentage.toFixed(2)}%\n                      </Text>\n                      <Text sx={{ color: 'text.secondary' }} variant=\"XSmall\">\n                        |\n                      </Text>\n                      <Text\n                        sx={{\n                          color: gainLossDisplayColor(accountGainLoss),\n                          fontWeight: 600,\n                        }}\n                        variant=\"Body\"\n                      >\n                        {Math.abs(accountGainLoss).toLocaleString('en-US', {\n                          currency: 'USD',\n                          maximumFractionDigits: 2,\n                          minimumFractionDigits: 2,\n                          style: 'currency',\n                        })}\n                      </Text>\n                    </Stack>\n                  </Stack>\n\n                  <Stack\n                    sx={{\n                      alignItems: 'center',\n                      flex: 1,\n                      justifyContent: 'center',\n                      pb: 14,\n                      pl: 7,\n                      pr: 7,\n                      pt: 14,\n                    }}\n                  >\n                    <Text sx={{ color: 'text.secondary' }} variant=\"XSmall\">\n                      {copy.overview.total_value}\n                    </Text>\n                    <Text sx={{ color: 'text.primary', fontWeight: 600 }} variant=\"Body\">\n                      {accountTotalValue?.toLocaleString('en-US', {\n                        currency: 'USD',\n                        maximumFractionDigits: 2,\n                        minimumFractionDigits: 2,\n                        style: 'currency',\n                      })}\n                    </Text>\n                  </Stack>\n                </Stack>\n              </Stack>\n            </Paper>\n          )\n        }\n\n        const disabledColor = isDarkMode ? 'grey.700' : 'grey.400'\n        const logoColor = accountHoldings.length ? 'text.primary' : disabledColor\n\n        return (\n          <Accordion\n            expanded={expandedStates[account.guid] === true}\n            key={account.guid}\n            onChange={hasHoldingsData ? handleAccordionChange(account.guid) : () => {}}\n            sx={{\n              border: 1,\n              borderColor: 'divider',\n              borderRadius: '4px',\n              width: '100%',\n            }}\n          >\n            <AccordionSummary\n              aria-controls=\"panel1a-content\"\n              id=\"panel1a-header\"\n              sx={[\n                expandedStates[account.guid] && {\n                  borderBottom: 1,\n                  borderColor: 'border.main',\n                  maxHeight: 88,\n                },\n              ]}\n            >\n              <Stack\n                sx={{\n                  alignItems: 'center',\n                  flexDirection: 'row',\n                  gap: 13,\n                  p: 14,\n                  width: '100%',\n                }}\n              >\n                <Icon name={'expand_more'} size={20} sx={{ color: logoColor }} />\n                <InstitutionLogo\n                  alt={account.institutionName || ''}\n                  institutionGuid={account.institution_guid || ''}\n                  size={32}\n                />\n\n                <Stack sx={{ alignItems: 'flex-start' }}>\n                  <Text sx={{ color: 'text.secondary' }} variant=\"XSmall\">\n                    {account.memberName}\n                  </Text>\n                  <Text sx={{ color: 'text.primary', fontWeight: 600 }} variant=\"Body\">\n                    {account.user_name || account.name}\n                  </Text>\n                </Stack>\n              </Stack>\n\n              <Stack sx={{ flexDirection: 'row' }}>\n                <Stack sx={{ alignItems: 'flex-end', pb: 14, pl: 24, pr: 24, pt: 14 }}>\n                  <Text sx={{ color: 'text.secondary' }} variant=\"XSmall\">\n                    {copy.overview.total_gain_Loss}\n                  </Text>\n\n                  <Stack\n                    sx={{\n                      alignItems: 'center',\n                      flexDirection: 'row',\n                      gap: 2,\n                      justifyContent: 'flex-end',\n                    }}\n                  >\n                    {accountGainLoss !== 0 && (\n                      <Icon\n                        name={accountGainLoss >= 0 ? 'trending_up' : 'trending_down'}\n                        size={20}\n                        sx={{ color: gainLossDisplayColor(accountGainLoss) }}\n                      />\n                    )}\n                    <Text\n                      sx={{\n                        color: gainLossDisplayColor(accountGainLoss),\n                        fontWeight: 600,\n                      }}\n                      variant=\"Body\"\n                    >\n                      {accountGainLossPercentage.toFixed(2)}%\n                    </Text>\n                    <Text sx={{ color: 'text.secondary' }} variant=\"XSmall\">\n                      |\n                    </Text>\n                    <Text\n                      sx={{\n                        color: gainLossDisplayColor(accountGainLoss),\n                        fontWeight: 600,\n                      }}\n                      variant=\"Body\"\n                    >\n                      {Math.abs(accountGainLoss).toLocaleString('en-US', {\n                        currency: 'USD',\n                        maximumFractionDigits: 2,\n                        minimumFractionDigits: 2,\n                        style: 'currency',\n                      })}\n                    </Text>\n                  </Stack>\n                </Stack>\n\n                <Stack sx={{ alignItems: 'flex-end', gap: 12, pb: 14, pl: 16, pr: 16, pt: 14 }}>\n                  <Stack sx={{ alignItems: 'flex-end' }}>\n                    <Text sx={{ color: 'text.secondary' }} variant=\"XSmall\">\n                      {copy.overview.total_value}\n                    </Text>\n                    <Text sx={{ color: 'text.primary', fontWeight: 600 }} variant=\"Body\">\n                      {accountTotalValue?.toLocaleString('en-US', {\n                        currency: 'USD',\n                        maximumFractionDigits: 2,\n                        minimumFractionDigits: 2,\n                        style: 'currency',\n                      })}\n                    </Text>\n                  </Stack>\n                </Stack>\n              </Stack>\n            </AccordionSummary>\n            <AccordionDetails sx={{ bgcolor: 'background.default', p: 12 }}>\n              <Paper sx={{ border: 1, borderColor: 'border.light' }}>\n                <HoldingsTable\n                  currentEditedCostBasis={currentEditedCostBasis}\n                  data={accountHoldings}\n                  editingHoldingId={editingHoldingId}\n                  handleCostBasisBlur={handleCostBasisBlur}\n                  handleCostBasisChange={handleCostBasisChange}\n                  handleCostBasisClick={handleCostBasisClick}\n                  handleCostBasisKeyDown={handleCostBasisKeyDown}\n                />\n              </Paper>\n            </AccordionDetails>\n          </Accordion>\n        )\n      })}\n\n      {/* footer content */}\n      <EmptyStateFooterComponent />\n\n      {/* Drawer 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