@mx-cartographer/experiences 7.4.8-alpha.mm1 → 7.4.8

package/dist/investments/index.es.js

@@ -3,45 +3,44 @@ import A, { useState as O } from "react";
 import { observer as P } from "mobx-react-lite";
 import _ from "@mui/material/Stack";
 import Ee from "@mui/material/Tab";
-import Ne from "@mui/material/Tabs";
-import { C as ge } from "../ConnectionsDrawer-DaK5uIL5.mjs";
+import Ge from "@mui/material/Tabs";
+import { C as ge } from "../ConnectionsDrawer-Bz4uwdFE.mjs";
 import pe from "@mui/material/useMediaQuery";
-import Ge from "@mui/material/Box";
-import Me from "@mui/material/Collapse";
+import Me from "@mui/material/Box";
+import Ne from "@mui/material/Collapse";
 import K from "@mui/material/Divider";
 import ee from "@mui/material/List";
 import te from "@mui/material/ListItem";
 import He from "@mui/material/ListItemButton";
 import xe from "@mui/material/ToggleButton";
 import ye from "@mui/material/ToggleButtonGroup";
-import { Text as r, H1 as fe, P as ve, InstitutionLogo as ne } from "@mxenabled/mxui";
+import { Text as i, H1 as fe, P as ve, InstitutionLogo as ne } from "@mxenabled/mxui";
 import Ue from "@mui/material/Button";
-import { u as G, g as be, s as H, b as Q, d as se } from "../hooks-ZMp65DFz.mjs";
-import { A as z, W as je } from "../WidgetContainer-CaPjoWeE.mjs";
-import { a as ze, f as oe } from "../NumberFormatting-DjTD0t3W.mjs";
+import { u as M, g as be, t as H, b as Q, d as se, n as je } from "../hooks-C41HAxM5.mjs";
+import { A as z, W as ze } from "../WidgetContainer-6dsjtOVg.mjs";
+import { a as Oe, f as oe } from "../NumberFormatting-DjTD0t3W.mjs";
 import { u as U } from "../useScreenSize-B6JyS_Lj.mjs";
 import le from "@mui/material/styles/useTheme";
 import { Icon as k } from "@mxenabled/mx-icons";
-import { D as Oe } from "../Donut-Dmy3JTWd.mjs";
-import { useTheme as Ve } from "@mui/material/styles";
-import { f as Re, A as V } from "../InvestmentUtil-jOyOgzIB.mjs";
-import Pe from "@mui/material/ListItemText";
+import { D as Ve } from "../Donut-Dmy3JTWd.mjs";
+import { useTheme as Re } from "@mui/material/styles";
+import { f as Pe, A as V } from "../InvestmentUtil-jOyOgzIB.mjs";
+import Xe from "@mui/material/ListItemText";
 import ce from "@mui/material/IconButton";
-import Xe from "@mui/material/Tooltip";
+import $e from "@mui/material/Tooltip";
 import _e from "@mui/material/Accordion";
 import we from "@mui/material/AccordionDetails";
 import Ce from "@mui/material/AccordionSummary";
 import ie from "@mui/material/Paper";
-import p from "@mui/system/Stack";
+import x from "@mui/system/Stack";
 import Se from "@mui/material/TextField";
-import { D as $e } from "../Drawer-BEtCk82g.mjs";
-import { DataGridPro as qe } from "@mui/x-data-grid-pro";
-import { Stack as Ke } from "@mui/material";
+import { D as qe } from "../Drawer-BEtCk82g.mjs";
+import { DataGridPro as Ke } from "@mui/x-data-grid-pro";
+import { Stack as Ye } from "@mui/material";
 import { L as De } from "../Loader-DUaFpDGv.mjs";
-import { u as Ye } from "../useWidgetLoadTimer-C1NBkyLd.mjs";
 import { E as Qe } from "../EmptyState-DoxNUae-.mjs";
 const de = ({ sx: t = {} }) => {
-  const { investments: h } = G(), { onEvent: c } = be(), { setShowConnectionsWidget: u } = H();
+  const { investments: g } = M(), { onEvent: c } = be(), { setShowConnectionsWidget: u } = H();
   return /* @__PURE__ */ o(_, { sx: { alignItems: "center", gap: 24, height: 164, p: 24, width: "100%", ...t }, children: [
     /* @__PURE__ */ o(
       _,
@@ -54,9 +53,9 @@ const de = ({ sx: t = {} }) => {
           textAlign: "center"
         },
         children: [
-          /* @__PURE__ */ e(r, { sx: { fontWeight: 600, whiteSpace: "normal" }, variant: "Body", children: h.overview.investment_accounts_footer }),
+          /* @__PURE__ */ e(i, { sx: { fontWeight: 600, whiteSpace: "normal" }, variant: "Body", children: g.overview.investment_accounts_footer }),
           /* @__PURE__ */ e(
-            r,
+            i,
             {
               sx: {
                 color: "text.secondary",
@@ -64,7 +63,7 @@ const de = ({ sx: t = {} }) => {
                 fontWeight: 400
               },
               variant: "ParagraphSmall",
-              children: h.overview.connect_more_accounts_description
+              children: g.overview.connect_more_accounts_description
             }
           )
         ]
@@ -78,7 +77,7 @@ const de = ({ sx: t = {} }) => {
         },
         sx: { fontWeight: 600 },
         variant: "outlined",
-        children: h.overview.connect_accounts
+        children: g.overview.connect_accounts
       }
     )
   ] });
@@ -120,48 +119,48 @@ const de = ({ sx: t = {} }) => {
   {
     name: "allocations_unknown"
   }
-], et = (t, h, c) => {
-  const u = h, x = c;
-  return t >= Math.min(u, x) && t < Math.max(u, x);
-}, tt = (t, h, c) => {
+], et = (t, g, c) => {
+  const u = g, v = c;
+  return t >= Math.min(u, v) && t < Math.max(u, v);
+}, tt = (t, g, c) => {
   const u = [
-    ...new Set(t.map((d) => d.name.toLowerCase()))
+    ...new Set(t.map((m) => m.name.toLowerCase()))
   ];
-  let x;
-  return u.map((d) => {
-    const l = t.reduce((m, y) => {
-      const b = y.name;
-      return b.toLowerCase() === d ? (x = b, Y(y) * y[h] / 100 + m) : m;
+  let v;
+  return u.map((m) => {
+    const s = t.reduce((y, d) => {
+      const b = d.name;
+      return b.toLowerCase() === m ? (v = b, Y(d) * d[g] / 100 + y) : y;
     }, 0);
     return {
-      displayName: x,
-      name: x,
-      value: l,
-      percentage: l / c
+      displayName: v,
+      name: v,
+      value: s,
+      percentage: s / c
     };
   });
-}, Y = (t) => t.calculated_market_value ? t.calculated_market_value : t.market_value, nt = (t, h, c) => {
-  const u = Object.values(h.allocations_list), x = [];
-  let v = 0;
-  const d = t.map(({ guid: n }) => n), l = c.filter(({ account_guid: n }) => d.includes(n)).map((n) => ({
+}, Y = (t) => t.calculated_market_value ? t.calculated_market_value : t.market_value, nt = (t, g, c) => {
+  const u = Object.values(g.allocations_list), v = [];
+  let f = 0;
+  const m = t.map(({ guid: n }) => n), s = c.filter(({ account_guid: n }) => m.includes(n)).map((n) => ({
     ...n,
     name: n.symbol || n.description,
     gainLoss: n.cost_basis || n.cost_basis === 0 ? Y(n) - n.cost_basis : 0
-  })), { cashBalance: m, totalAccountBalance: y } = t.reduce(
-    (n, g) => ({
-      cashBalance: n.cashBalance + (g.cash_balance || 0),
-      totalAccountBalance: n.totalAccountBalance + (g.balance || 0)
+  })), { cashBalance: y, totalAccountBalance: d } = t.reduce(
+    (n, p) => ({
+      cashBalance: n.cashBalance + (p.cash_balance || 0),
+      totalAccountBalance: n.totalAccountBalance + (p.balance || 0)
     }),
     { cashBalance: 0, totalAccountBalance: 0 }
-  ), { marketValue: b, totalGainLoss: s } = l.reduce(
-    (n, g) => ({
-      marketValue: n.marketValue + Y(g),
-      totalGainLoss: n.totalGainLoss + g.gainLoss
+  ), { marketValue: b, totalGainLoss: l } = s.reduce(
+    (n, p) => ({
+      marketValue: n.marketValue + Y(p),
+      totalGainLoss: n.totalGainLoss + p.gainLoss
     }),
     { marketValue: 0, totalGainLoss: 0 }
-  ), f = b + m;
-  Ze.forEach((n, g) => {
-    const C = l.filter(
+  ), h = b + y;
+  Ze.forEach((n, p) => {
+    const C = s.filter(
       (I) => !!I[n.name]
     );
     let S = C.reduce(
@@ -173,69 +172,69 @@ const de = ({ sx: t = {} }) => {
       n.name,
       S
     );
-    if (n.name === "allocations_cash" && m > 0) {
-      S += m;
+    if (n.name === "allocations_cash" && y > 0) {
+      S += y;
       const I = {
-        displayName: h.cash_balance_display_name,
+        displayName: g.cash_balance_display_name,
         name: "allocations_name",
-        value: m,
-        percentage: m / f
+        value: y,
+        percentage: y / h
       };
       B.push(I);
     }
-    S > 0 && (x.push({
+    S > 0 && (v.push({
       name: n.name,
-      displayName: u[g],
-      guid: `${n.name}-${g}`,
+      displayName: u[p],
+      guid: `${n.name}-${p}`,
       holdings: B,
-      percentage: S / f,
+      percentage: S / h,
       value: S,
       color: Je[n.name]
-    }), v += S);
+    }), f += S);
   });
-  const i = x.map(
-    ({ displayName: n, guid: g, color: C, value: S }) => ({
-      id: g,
+  const r = v.map(
+    ({ displayName: n, guid: p, color: C, value: S }) => ({
+      id: p,
       color: C,
       label: n,
-      value: S / v * 100
+      value: S / f * 100
     })
   );
   return {
-    investmentsData: x,
-    donutData: i,
-    totalAmount: v,
-    totalGainLoss: s,
-    totalMarketValue: f,
-    totalGainLossPercentage: s / y
+    investmentsData: v,
+    donutData: r,
+    totalAmount: f,
+    totalGainLoss: l,
+    totalMarketValue: h,
+    totalGainLossPercentage: l / d
   };
-}, re = (t) => t < 1e-3 ? "< 0.1%" : ze(t), R = (t) => t === 0 ? oe(t, "0,0.00") : et(t, -0.01, 0.01) ? "< $0.01" : oe(t, "0,0.00"), ot = ({
+}, re = (t) => t < 1e-3 ? "< 0.1%" : Oe(t), R = (t) => t === 0 ? oe(t, "0,0.00") : et(t, -0.01, 0.01) ? "< $0.01" : oe(t, "0,0.00"), ot = ({
   data: t,
-  onSelected: h,
+  onSelected: g,
   selectedId: c,
   selectedTabs: u,
-  setSelectedTabs: x
+  setSelectedTabs: v
 }) => {
-  const v = (s, f) => {
-    f !== null && x(f);
-  }, { isMobile: d } = U(), {
-    investments: { allocation: l }
-  } = G(), m = [
-    { label: l.tabs_label_dollar, value: 0 },
-    { label: l.tabs_label_percent, value: 1 }
-  ], y = !t?.investmentsData.length, { isSmallMobile: b } = U();
-  return /* @__PURE__ */ o(_, { sx: { mt: 15, gap: 12, width: d ? 250 : 412 }, children: [
+  const f = (l, h) => {
+    h !== null && v(h);
+  }, { isMobile: m } = U(), {
+    investments: { allocation: s }
+  } = M(), y = [
+    { label: s.tabs_label_dollar, value: 0 },
+    { label: s.tabs_label_percent, value: 1 }
+  ], d = !t?.investmentsData.length, { isSmallMobile: b } = U();
+  return /* @__PURE__ */ o(_, { sx: { mt: 15, gap: 12, width: m ? 250 : 412 }, children: [
     /* @__PURE__ */ e(
       ye,
       {
         exclusive: !0,
         fullWidth: !0,
-        onChange: v,
-        value: y ? -1 : u,
-        children: m.map(({ label: s, value: f }) => /* @__PURE__ */ e(xe, { color: "primary", value: f, children: /* @__PURE__ */ e(r, { bold: !0, textTransform: "capitalize", variant: "Body", children: s }) }, s))
+        onChange: f,
+        value: d ? -1 : u,
+        children: y.map(({ label: l, value: h }) => /* @__PURE__ */ e(xe, { color: "primary", value: h, children: /* @__PURE__ */ e(i, { bold: !0, textTransform: "capitalize", variant: "Body", children: l }) }, l))
       }
     ),
-    /* @__PURE__ */ e(ee, { sx: { px: 12 }, children: t.investmentsData.map((s) => /* @__PURE__ */ o(A.Fragment, { children: [
+    /* @__PURE__ */ e(ee, { sx: { px: 12 }, children: t.investmentsData.map((l) => /* @__PURE__ */ o(A.Fragment, { children: [
       /* @__PURE__ */ e(
         te,
         {
@@ -247,17 +246,17 @@ const de = ({ sx: t = {} }) => {
           children: /* @__PURE__ */ o(
             He,
             {
-              "aria-expanded": c === s.guid,
-              onClick: () => h(s.guid),
+              "aria-expanded": c === l.guid,
+              onClick: () => g(l.guid),
               sx: { minHeight: 44, px: 12, py: 0 },
               children: [
                 /* @__PURE__ */ e(
-                  Ge,
+                  Me,
                   {
                     borderRadius: 4,
                     flexShrink: 0,
                     height: 8,
-                    sx: { backgroundColor: s.color, mr: 8 },
+                    sx: { backgroundColor: l.color, mr: 8 },
                     width: 8
                   }
                 ),
@@ -269,8 +268,8 @@ const de = ({ sx: t = {} }) => {
                     justifyContent: "space-between",
                     width: "100%",
                     children: [
-                      /* @__PURE__ */ e(r, { bold: c === s.guid, children: s.displayName }),
-                      /* @__PURE__ */ e(r, { bold: c === s.guid, variant: "Body", children: u === 0 ? R(s.value) : re(s.percentage) })
+                      /* @__PURE__ */ e(i, { bold: c === l.guid, children: l.displayName }),
+                      /* @__PURE__ */ e(i, { bold: c === l.guid, variant: "Body", children: u === 0 ? R(l.value) : re(l.percentage) })
                     ]
                   }
                 )
@@ -280,8 +279,8 @@ const de = ({ sx: t = {} }) => {
         }
       ),
       /* @__PURE__ */ e(K, {}),
-      s.holdings && s.holdings.length > 0 && /* @__PURE__ */ e(Me, { in: c === s.guid, unmountOnExit: !0, children: /* @__PURE__ */ o(ee, { children: [
-        s?.holdings?.map((f) => /* @__PURE__ */ e(
+      l.holdings && l.holdings.length > 0 && /* @__PURE__ */ e(Ne, { in: c === l.guid, unmountOnExit: !0, children: /* @__PURE__ */ o(ee, { children: [
+        l?.holdings?.map((h) => /* @__PURE__ */ e(
           te,
           {
             sx: {
@@ -290,20 +289,20 @@ const de = ({ sx: t = {} }) => {
               py: 0
             },
             children: /* @__PURE__ */ o(_, { direction: "row", justifyContent: "space-between", width: "100%", children: [
-              /* @__PURE__ */ o(r, { children: [
-                f.displayName,
+              /* @__PURE__ */ o(i, { children: [
+                h.displayName,
                 " "
               ] }),
-              /* @__PURE__ */ e(r, { children: u === 0 ? R(f.value) : re(f.percentage) })
+              /* @__PURE__ */ e(i, { children: u === 0 ? R(h.value) : re(h.percentage) })
             ] })
           },
-          f.displayName
+          h.displayName
         )),
         /* @__PURE__ */ e(K, {})
       ] }) })
-    ] }, s.guid)) }),
-    y ? /* @__PURE__ */ o(ae, { children: [
-      /* @__PURE__ */ e(r, { sx: { color: "secondary.main", p: 8, textAlign: "center" }, children: l.empty_data }),
+    ] }, l.guid)) }),
+    d ? /* @__PURE__ */ o(ae, { children: [
+      /* @__PURE__ */ e(i, { sx: { color: "secondary.main", p: 8, textAlign: "center" }, children: s.empty_data }),
       /* @__PURE__ */ e(K, { sx: { borderColor: "border.light" } }),
       /* @__PURE__ */ e(
         de,
@@ -313,40 +312,40 @@ const de = ({ sx: t = {} }) => {
           }
         }
       )
-    ] }) : u === 0 && /* @__PURE__ */ e(r, { bold: !0, sx: { textAlign: "right", pr: 24 }, children: `${l.total_label_text} ${R(t.totalAmount)}` })
+    ] }) : u === 0 && /* @__PURE__ */ e(i, { bold: !0, sx: { textAlign: "right", pr: 24 }, children: `${s.total_label_text} ${R(t.totalAmount)}` })
   ] });
 }, it = ({
   data: t,
-  hoveredId: h,
+  hoveredId: g,
   isPercentage: c,
   onMouseEnter: u,
-  onMouseLeave: x,
-  onSelected: v,
-  selectedId: d,
-  size: l = 150,
-  totalLabel: m
+  onMouseLeave: v,
+  onSelected: f,
+  selectedId: m,
+  size: s = 150,
+  totalLabel: y
 }) => {
-  const y = le(), b = y.palette.mode === "dark", s = A.useMemo(
-    () => d ? t.investmentsData.find(({ guid: B }) => B === d) : void 0,
-    [d]
+  const d = le(), b = d.palette.mode === "dark", l = A.useMemo(
+    () => m ? t.investmentsData.find(({ guid: B }) => B === m) : void 0,
+    [m]
   ), {
-    investments: { allocation: f }
-  } = G(), i = A.useMemo(() => t.donutData.length > 0 ? t.donutData : [{ id: "0", color: y.palette.border.light, value: 100 }], [t, y]), n = b ? "#0AC295" : "#09A57F", g = b ? "grey.300" : "grey.700", C = () => s ? f.pie_chart_centered_click_for_details : c ? re(t.totalGainLossPercentage) : R(t.totalGainLoss), S = t.totalGainLoss >= 0 ? n : g;
+    investments: { allocation: h }
+  } = M(), r = A.useMemo(() => t.donutData.length > 0 ? t.donutData : [{ id: "0", color: d.palette.border.light, value: 100 }], [t, d]), n = b ? "#0AC295" : "#09A57F", p = b ? "grey.300" : "grey.700", C = () => l ? h.pie_chart_centered_click_for_details : c ? re(t.totalGainLossPercentage) : R(t.totalGainLoss), S = t.totalGainLoss >= 0 ? n : p;
   return /* @__PURE__ */ e(
-    Oe,
+    Ve,
     {
-      data: i,
-      hoveredId: h,
-      onClick: v,
+      data: r,
+      hoveredId: g,
+      onClick: f,
       onMouseEnter: u,
-      onMouseLeave: x,
-      selectedId: d,
-      size: l,
-      children: /* @__PURE__ */ e(_, { alignItems: "center", height: "100%", justifyContent: "center", width: "100%", children: /* @__PURE__ */ e(_, { alignItems: "center", justifyContent: "center", minHeight: l, minWidth: l, children: /* @__PURE__ */ o(_, { alignItems: "center", sx: { gap: { xs: 4, xl: 8 }, mb: { xs: 4, xl: 8 } }, children: [
-        /* @__PURE__ */ e(r, { color: "text.secondary", noWrap: !0, children: s?.displayName ?? m }),
-        /* @__PURE__ */ e(fe, { color: "text.primary", children: R(s?.value ?? t.totalMarketValue) }),
+      onMouseLeave: v,
+      selectedId: m,
+      size: s,
+      children: /* @__PURE__ */ e(_, { alignItems: "center", height: "100%", justifyContent: "center", width: "100%", children: /* @__PURE__ */ e(_, { alignItems: "center", justifyContent: "center", minHeight: s, minWidth: s, children: /* @__PURE__ */ o(_, { alignItems: "center", sx: { gap: { xs: 4, xl: 8 }, mb: { xs: 4, xl: 8 } }, children: [
+        /* @__PURE__ */ e(i, { color: "text.secondary", noWrap: !0, children: l?.displayName ?? y }),
+        /* @__PURE__ */ e(fe, { color: "text.primary", children: R(l?.value ?? t.totalMarketValue) }),
         /* @__PURE__ */ o(_, { sx: { alignItems: "center", flexDirection: "row", gap: 4 }, children: [
-          !s && /* @__PURE__ */ e(
+          !l && /* @__PURE__ */ e(
             k,
             {
               name: t.totalGainLoss >= 0 ? "trending_up" : "trending_down",
@@ -355,7 +354,7 @@ const de = ({ sx: t = {} }) => {
             }
           ),
           /* @__PURE__ */ e(
-            r,
+            i,
             {
               sx: {
                 color: S,
@@ -370,20 +369,20 @@ const de = ({ sx: t = {} }) => {
     }
   );
 }, rt = () => {
-  const [t, h] = A.useState(0), [c, u] = A.useState(""), [x, v] = A.useState(""), d = (n) => {
-    c !== n ? u(n) : (u(""), v(""));
-  }, { selectedAccountGuids: l } = Q(), { visibleHoldings: m } = H(), { visibleInvestmentAccounts: y } = se(), {
+  const [t, g] = A.useState(0), [c, u] = A.useState(""), [v, f] = A.useState(""), m = (n) => {
+    c !== n ? u(n) : (u(""), f(""));
+  }, { selectedAccountGuids: s } = Q(), { visibleHoldings: y } = H(), { visibleInvestmentAccounts: d } = se(), {
     investments: { allocation: b }
-  } = G(), s = nt(
-    y.filter(({ guid: n }) => l.includes(n)),
+  } = M(), l = nt(
+    d.filter(({ guid: n }) => s.includes(n)),
     b,
-    m
-  ), { isMobile: f } = U(), i = pe("(max-width:768px)");
+    y
+  ), { isMobile: h } = U(), r = pe("(max-width:768px)");
   return /* @__PURE__ */ o(
     _,
     {
-      alignItems: i ? "center" : "flex-start",
-      direction: i ? "column" : "row",
+      alignItems: r ? "center" : "flex-start",
+      direction: r ? "column" : "row",
       gap: { xs: 16, md: 64, xl: 100 },
       sx: {
         justifyContent: "center",
@@ -394,29 +393,29 @@ const de = ({ sx: t = {} }) => {
         /* @__PURE__ */ e(
           it,
           {
-            data: s,
-            hoveredId: x,
+            data: l,
+            hoveredId: v,
             isPercentage: t === 1,
             onMouseEnter: (n) => {
-              c === n ? v("") : c || v(n);
+              c === n ? f("") : c || f(n);
             },
             onMouseLeave: () => {
-              v("");
+              f("");
             },
-            onSelected: d,
+            onSelected: m,
             selectedId: c,
-            size: f ? 280 : 400,
+            size: h ? 280 : 400,
             totalLabel: b.pie_chart_centered_text
           }
         ),
         /* @__PURE__ */ e(
           ot,
           {
-            data: s,
-            onSelected: d,
+            data: l,
+            onSelected: m,
             selectedId: c,
             selectedTabs: t,
-            setSelectedTabs: h
+            setSelectedTabs: g
           }
         )
       ]
@@ -424,15 +423,15 @@ const de = ({ sx: t = {} }) => {
   );
 }, at = P(rt), st = ({
   analysisDetails: t,
-  analysisType: h,
+  analysisType: g,
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-                              /* @__PURE__ */ e(r, { sx: { color: "text.primary" }, variant: "Body", children: y.overview.cost_basis_header }),
+                              /* @__PURE__ */ e(i, { sx: { color: "text.primary" }, variant: "Body", children: d.overview.cost_basis_header }),
                               /* @__PURE__ */ o(
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                                   },
                                   children: [
-                                    g ? /* @__PURE__ */ e(
+                                    p ? /* @__PURE__ */ e(
                                       Se,
                                       {
                                         autoFocus: !0,
-                                        onBlur: () => u(i.id),
-                                        onChange: v,
-                                        onKeyDown: (C) => d(C, i.id),
+                                        onBlur: () => u(r.id),
+                                        onChange: f,
+                                        onKeyDown: (C) => m(C, r.id),
                                         size: "small",
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@@ -923,9 +922,9 @@ const de = ({ sx: t = {} }) => {
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                                           }
                                         },
-                                        value: h
+                                        value: g
                                       }
-                                    ) : /* @__PURE__ */ e(r, { sx: { fontSize: 14, width: 58 }, variant: "Small", children: i.costBasis?.toLocaleString("en-US", {
+                                    ) : /* @__PURE__ */ e(i, { sx: { fontSize: 14, width: 58 }, variant: "Small", children: r.costBasis?.toLocaleString("en-US", {
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                                     /* @__PURE__ */ e(
                                       ce,
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-                                        onClick: () => x(i.id, i.costBasis),
+                                        onClick: () => v(r.id, r.costBasis),
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@@ -951,28 +950,28 @@ const de = ({ sx: t = {} }) => {
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               ]
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+            r.id
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-  /* @__PURE__ */ e(r, { sx: { color: "text.primary", fontWeight: 600, fontSize: 14 }, variant: "Small", children: t.colDef.headerName }),
+}, ht = P(ut), q = (t) => /* @__PURE__ */ o(Ye, { sx: { alignItems: "center", flexDirection: "row", gap: 4 }, children: [
+  /* @__PURE__ */ e(i, { sx: { color: "text.primary", fontWeight: 600, fontSize: 14 }, variant: "Small", children: t.colDef.headerName }),
   /* @__PURE__ */ e(k, { name: "expand_all", size: 12 })
 ] }), gt = ({
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   currentEditedCostBasis: c,
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-  handleCostBasisKeyDown: v,
-  handleCostBasisBlur: d
+  handleCostBasisChange: v,
+  handleCostBasisKeyDown: f,
+  handleCostBasisBlur: m
 }) => {
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+  const { investments: s } = M(), d = le().palette.mode === "dark", b = "success.main", l = d ? "grey.300" : "grey.700", h = (n, p = "lesserThan") => p === "greaterThan" ? n >= 0 ? b : l : n <= 0 ? l : b, r = [
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       field: "qty",
-      headerName: l.overview.qty_header,
+      headerName: s.overview.qty_header,
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       width: 48,
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@@ -980,29 +979,29 @@ const de = ({ sx: t = {} }) => {
     },
     {
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-      headerName: l.overview.holding_header,
+      headerName: s.overview.holding_header,
       flex: 1,
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       renderCell: (n) => /* @__PURE__ */ e(_, { sx: { alignItems: "center", gap: 16, flexDirection: "row" }, children: /* @__PURE__ */ o(_, { children: [
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-        /* @__PURE__ */ e(r, { sx: { color: "text.secondary", fontWeight: 400 }, variant: "tiny", children: n.row.description })
+        /* @__PURE__ */ e(i, { sx: { fontWeight: 700 }, children: n.row.holding }),
+        /* @__PURE__ */ e(i, { sx: { color: "text.secondary", fontWeight: 400 }, variant: "tiny", children: n.row.description })
       ] }) })
     },
     {
       field: "costBasis",
-      headerName: l.overview.cost_basis_header,
+      headerName: s.overview.cost_basis_header,
       width: 132,
       renderHeader: q,
       renderCell: (n) => {
-        const g = h === n.row.id;
+        const p = g === n.row.id;
         return /* @__PURE__ */ o(_, { sx: { alignItems: "center", flexDirection: "row", gap: 4 }, children: [
-          g ? /* @__PURE__ */ e(
+          p ? /* @__PURE__ */ e(
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             {
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-              onBlur: () => d(n.row.id),
-              onChange: x,
-              onKeyDown: (C) => v(C, n.row.id),
+              onBlur: () => m(n.row.id),
+              onChange: v,
+              onKeyDown: (C) => f(C, n.row.id),
               size: "small",
               sx: {
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@@ -1019,7 +1018,7 @@ const de = ({ sx: t = {} }) => {
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-          ) : /* @__PURE__ */ e(r, { sx: { fontSize: 14, width: 57 }, variant: "Small", children: n.value?.toLocaleString("en-US", {
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     {
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-      headerName: l.overview.total_gain_loss_header,
+      headerName: s.overview.total_gain_loss_header,
       width: 196,
       renderHeader: q,
       renderCell: (n) => {
-        const g = n.row.costBasis, C = g ? n.row.totalGainLoss / g * 100 : 0;
+        const p = n.row.costBasis, C = p ? n.row.totalGainLoss / p * 100 : 0;
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-                color: f(n.value),
+                color: h(n.value),
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                 verticalAlign: "middle"
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           /* @__PURE__ */ e(
-            r,
+            i,
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               },
               variant: "Small",
-              children: g ? `${C.toFixed(2)}%` : "0.00%"
+              children: p ? `${C.toFixed(2)}%` : "0.00%"
             }
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-          /* @__PURE__ */ e(r, { sx: { color: "text.secondary" }, variant: "XSmall", children: "|" }),
+          /* @__PURE__ */ e(i, { sx: { color: "text.secondary" }, variant: "XSmall", children: "|" }),
           /* @__PURE__ */ e(
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+            i,
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+                color: h(n.value),
                 fontWeight: n.value > 0 ? 700 : 400
               },
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@@ -1094,10 +1093,10 @@ const de = ({ sx: t = {} }) => {
     },
     {
       field: "marketValue",
-      headerName: l.overview.market_value_header,
+      headerName: s.overview.market_value_header,
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       renderHeader: q,
-      renderCell: (n) => /* @__PURE__ */ e(r, { sx: { fontWeight: 700 }, variant: "Small", children: n.value?.toLocaleString("en-US", {
+      renderCell: (n) => /* @__PURE__ */ e(i, { sx: { fontWeight: 700 }, variant: "Small", children: n.value?.toLocaleString("en-US", {
         currency: "USD",
         maximumFractionDigits: 2,
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       },
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+        Ke,
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+  const { isMobile: t } = U(), [g, c] = O({}), [u, v] = O(!1), { selectedAccountGuids: f } = Q(), { visibleHoldings: m, updateHoldings: s } = H(), [y, d] = A.useState(!1), [b, l] = O({
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+  }), { accounts: h, investments: r } = M(), { isCopyLoaded: n } = Q(), [p, C] = O(null), [S, B] = O(""), W = le().palette.mode === "dark", G = W ? "#0AC295" : "#09A57F", F = W ? "grey.300" : "grey.700", T = (a, w = "lesserThan") => w === "greaterThan" ? a >= 0 ? G : F : a <= 0 ? F : G, j = (a, w) => {
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   }, Z = (a) => {
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+    const w = m.find(({ guid: E }) => E === a);
     if (!w) return;
-    const M = Number(S);
-    if (l({ ...w, cost_basis: M }), t) {
+    const N = Number(S);
+    if (s({ ...w, cost_basis: N }), t) {
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-        (D) => D.id === a ? { ...D, costBasis: M } : D
+        (D) => D.id === a ? { ...D, costBasis: N } : D
       );
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+      l((D) => ({
         ...D,
         holdings: E
       }));
     }
     C(null);
-  }, Le = (a) => (w, M) => {
+  }, Le = (a) => (w, N) => {
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+      [a]: N
     }));
   }, { visibleHoldings: ue } = H(), { visibleInvestmentAccounts: Ie } = se(), X = Ie.filter(
-    ({ guid: a }) => v.includes(a)
+    ({ guid: a }) => f.includes(a)
   ), Ae = X.reduce((a, w) => a + (w.balance || 0), 0), Be = X.map(({ guid: a }) => a), $ = ue.filter(
     ({ account_guid: a }) => Be.includes(a)
   ).reduce((a, w) => {
-    const M = w.market_value ? w.market_value - (w.cost_basis || 0) : 0;
-    return a + M;
+    const N = w.market_value ? w.market_value - (w.cost_basis || 0) : 0;
+    return a + N;
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-      /* @__PURE__ */ e(r, { sx: { color: "text.secondary" }, children: i.overview.total_portfolio }),
+  return n ? /* @__PURE__ */ o(x, { sx: { alignItems: "center", gap: 48, pt: 48, width: "100%" }, children: [
+    !!X.length && /* @__PURE__ */ o(x, { sx: { alignItems: "center" }, children: [
+      /* @__PURE__ */ e(i, { sx: { color: "text.secondary" }, children: r.overview.total_portfolio }),
       /* @__PURE__ */ e(fe, { children: Ae.toLocaleString("en-US", {
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       }) }),
-      /* @__PURE__ */ o(p, { sx: { alignItems: "center", flexDirection: "row", gap: 8 }, children: [
+      /* @__PURE__ */ o(x, { sx: { alignItems: "center", flexDirection: "row", gap: 8 }, children: [
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         marketValue: L.market_value || 0,
         description: L.description || ""
-      })), M = w.length > 0, E = a.balance, D = w.reduce(
+      })), N = w.length > 0, E = a.balance, D = w.reduce(
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@@ -1219,7 +1218,7 @@ const de = ({ sx: t = {} }) => {
           ie,
           {
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-              x(!0), s({
+              v(!0), l({
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-                          /* @__PURE__ */ e(r, { sx: { color: "text.primary", fontWeight: 600 }, variant: "Body", children: a.user_name || a.name })
+                        /* @__PURE__ */ o(x, { sx: { overflow: "hidden", pl: 13, pr: 13 }, children: [
+                          /* @__PURE__ */ e(i, { sx: { color: "text.secondary" }, variant: "XSmall", children: a.memberName }),
+                          /* @__PURE__ */ e(i, { sx: { color: "text.primary", fontWeight: 600 }, variant: "Body", children: a.user_name || a.name })
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-                              /* @__PURE__ */ e(r, { sx: { color: "text.secondary", fontSize: 11 }, variant: "Small", children: i.overview.total_gain_Loss }),
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                               /* @__PURE__ */ o(
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+                                      i,
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-                              /* @__PURE__ */ e(r, { sx: { color: "text.primary", fontWeight: 600 }, variant: "Body", children: E?.toLocaleString("en-US", {
+                              /* @__PURE__ */ e(i, { sx: { color: "text.secondary" }, variant: "XSmall", children: r.overview.total_value }),
+                              /* @__PURE__ */ e(i, { sx: { color: "text.primary", fontWeight: 600 }, variant: "Body", children: E?.toLocaleString("en-US", {
                                 currency: "USD",
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-          onChange: M ? Le(a.guid) : () => {
+          expanded: g[a.guid] === !0,
+          onChange: N ? Le(a.guid) : () => {
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@@ -1403,7 +1402,7 @@ const de = ({ sx: t = {} }) => {
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                 id: "panel1a-header",
                 sx: [
-                  h[a.guid] && {
+                  g[a.guid] && {
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-                          /* @__PURE__ */ e(r, { sx: { color: "text.primary", fontWeight: 600 }, variant: "Body", children: a.user_name || a.name })
+                        /* @__PURE__ */ o(x, { sx: { alignItems: "flex-start" }, children: [
+                          /* @__PURE__ */ e(i, { sx: { color: "text.secondary" }, variant: "XSmall", children: a.memberName }),
+                          /* @__PURE__ */ e(i, { sx: { color: "text.primary", fontWeight: 600 }, variant: "Body", children: a.user_name || a.name })
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+                        x,
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@@ -1459,7 +1458,7 @@ const de = ({ sx: t = {} }) => {
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+                              i,
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-                      /* @__PURE__ */ e(r, { sx: { color: "text.primary", fontWeight: 600 }, variant: "Body", children: E?.toLocaleString("en-US", {
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+                      /* @__PURE__ */ e(i, { sx: { color: "text.primary", fontWeight: 600 }, variant: "Body", children: E?.toLocaleString("en-US", {
                         currency: "USD",
                         maximumFractionDigits: 2,
                         minimumFractionDigits: 2,
@@ -1511,7 +1510,7 @@ const de = ({ sx: t = {} }) => {
               {
                 currentEditedCostBasis: S,
                 data: w,
-                editingHoldingId: g,
+                editingHoldingId: p,
                 handleCostBasisBlur: Z,
                 handleCostBasisChange: J,
                 handleCostBasisClick: j,
@@ -1529,7 +1528,7 @@ const de = ({ sx: t = {} }) => {
       {
         accountHoldingsData: b,
         currentEditedCostBasis: S,
-        editingHoldingId: g,
+        editingHoldingId: p,
         handleCostBasisBlur: Z,
         handleCostBasisChange: J,
         handleCostBasisClick: j,
@@ -1541,72 +1540,71 @@ const de = ({ sx: t = {} }) => {
     /* @__PURE__ */ e(
       ge,
       {
-        onClose: () => y(!1),
-        showConnectionsWidget: m,
-        title: f.manage_connections
+        onClose: () => d(!1),
+        showConnectionsWidget: y,
+        title: h.manage_connections
       }
     )
   ] }) : /* @__PURE__ */ e(De, {});
-}, xt = P(pt), yt = ({ title: t }) => /* @__PURE__ */ e(r, { bold: !0, variant: "Body", children: t }), ln = P(({ onBackClick: t, sx: h }) => {
-  const { onEvent: c } = be(), { isMobile: u } = U(), { visibleInvestmentAccounts: x } = se(), {
-    visibleHoldings: v,
-    setShowConnectionsWidget: d,
-    showConnectionsWidget: l
-  } = H(), { investments: m, accounts: y } = G(), { isCopyLoaded: b, isInitialized: s, setSelectedAccounts: f } = Q(), [i, n] = A.useState(0), { loadHoldings: g, holdingsLoaded: C } = H();
-  Ye({
-    widgetName: "InvestmentsWidget",
-    isLoaded: C
-  }), A.useEffect(() => {
-    f(x);
-  }, [x]), A.useEffect(() => {
-    s && g().finally();
-  }, [s]);
+}, xt = P(pt), yt = ({ title: t }) => /* @__PURE__ */ e(i, { bold: !0, variant: "Body", children: t }), sn = P(({ onBackClick: t, sx: g }) => {
+  const { onEvent: c } = be(), { onLoad: u } = je(), { isMobile: v } = U(), { visibleInvestmentAccounts: f } = se(), {
+    visibleHoldings: m,
+    setShowConnectionsWidget: s,
+    showConnectionsWidget: y
+  } = H(), { investments: d, accounts: b } = M(), { isCopyLoaded: l, isInitialized: h, setSelectedAccounts: r } = Q(), [n, p] = A.useState(0), { loadHoldings: C } = H();
+  A.useEffect(() => {
+    r(f);
+  }, [f]), A.useEffect(() => {
+    h && C().finally(() => {
+      u?.("InvestmentsWidget");
+    });
+  }, [h]);
   const S = () => {
     c(z.INVESTMENT_WIDGET_ACCOUNT_FILTER_CLICK);
   };
-  if (!b || !s) return /* @__PURE__ */ e(De, {});
+  if (!l || !h) return /* @__PURE__ */ e(De, {});
   const B = [
     z.INVESTMENT_WIDGET_DETAILS_CLICK,
     z.INVESTMENT_WIDGET_ALLOCATION_CLICK,
     z.INVESTMENT_WIDGET_ANALYSIS_CLICK
-  ], I = x.length === 0 && v.length === 0, W = [
-    m.tab_overview_title,
-    m.tab_allocation_title,
-    m.tab_analysis_title
+  ], I = f.length === 0 && m.length === 0, W = [
+    d.tab_overview_title,
+    d.tab_allocation_title,
+    d.tab_analysis_title
   ];
   return /* @__PURE__ */ o(
-    je,
+    ze,
     {
-      accountOptions: x,
+      accountOptions: f,
       onAccountsFilterClick: S,
       onBackClick: t,
-      sx: h,
-      title: m.title,
+      sx: g,
+      title: d.title,
       children: [
-        /* @__PURE__ */ o(_, { mx: u ? 0 : 48, my: 24, children: [
+        /* @__PURE__ */ o(_, { mx: v ? 0 : 48, my: 24, children: [
           /* @__PURE__ */ e(
-            Ne,
+            Ge,
             {
-              onChange: (N, F) => {
-                n(F), c(B[F]);
+              onChange: (G, F) => {
+                p(F), c(B[F]);
               },
               sx: { bgcolor: "background.paper" },
               textColor: "primary",
-              value: I ? -1 : i,
+              value: I ? -1 : n,
               variant: "fullWidth",
-              children: W.map((N) => /* @__PURE__ */ e(Ee, { disabled: I, label: /* @__PURE__ */ e(yt, { title: N }) }, N))
+              children: W.map((G) => /* @__PURE__ */ e(Ee, { disabled: I, label: /* @__PURE__ */ e(yt, { title: G }) }, G))
             }
           ),
           I ? /* @__PURE__ */ e(
             Qe,
             {
-              header: m.empty_state_header,
+              header: d.empty_state_header,
               icon: "bid_landscape",
               onClick: () => {
-                d(!0), c(z.ACCOUNTS_CLICK_CONNECT);
+                s(!0), c(z.ACCOUNTS_CLICK_CONNECT);
               },
-              primaryButton: m.overview.connect_accounts,
-              subText: m.empty_state_description,
+              primaryButton: d.overview.connect_accounts,
+              subText: d.empty_state_description,
               sx: {
                 width: { sm: 432 },
                 ".buttons-footer": {
@@ -1620,17 +1618,17 @@ const de = ({ sx: t = {} }) => {
               }
             }
           ) : /* @__PURE__ */ o(ae, { children: [
-            i === 0 && /* @__PURE__ */ e(xt, {}),
-            i === 1 && /* @__PURE__ */ e(at, {}),
-            i === 2 && /* @__PURE__ */ e(mt, {})
+            n === 0 && /* @__PURE__ */ e(xt, {}),
+            n === 1 && /* @__PURE__ */ e(at, {}),
+            n === 2 && /* @__PURE__ */ e(mt, {})
           ] })
         ] }),
         /* @__PURE__ */ e(
           ge,
           {
-            onClose: () => d(!1),
-            showConnectionsWidget: l,
-            title: y.manage_connections
+            onClose: () => s(!1),
+            showConnectionsWidget: y,
+            title: b.manage_connections
           }
         )
       ]
@@ -1638,5 +1636,5 @@ const de = ({ sx: t = {} }) => {
   );
 });
 export {
-  ln as InvestmentsWidget
+  sn as InvestmentsWidget
 };