@mx-cartographer/experiences 9.2.4-alpha.al5 → 9.3.0-alph.bb2

package/dist/investments/components/HoldingDrawer.es.js

@@ -0,0 +1,343 @@
+import { useGlobalCopyStore as D } from "../../common/context/hooks.es.js";
+import S from "../../common/components/drawer/Drawer.es.js";
+import C from "react";
+import { observer as W } from "mobx-react-lite";
+import { InstitutionLogo as L, Text as r } from "@mxenabled/mxui";
+import { Icon as d } from "@mxenabled/mx-icons";
+import { jsx as t, jsxs as i } from "react/jsx-runtime";
+import I from "@mui/material/IconButton";
+import _ from "@mui/material/TextField";
+import n from "@mui/system/Stack";
+import k from "@mui/material/Accordion";
+import G from "@mui/material/AccordionDetails";
+import B from "@mui/material/AccordionSummary";
+var F = ({ accountHoldingsData: o, currentEditedCostBasis: x, editingHoldingId: p, handleCostBasisBlur: u, handleCostBasisClick: y, handleCostBasisChange: f, handleCostBasisKeyDown: h, isOpen: v, onClose: w }) => {
+  const { investments: a } = D(), [s, b] = C.useState({}), g = (e) => (c, l) => {
+    b((m) => ({
+      ...m,
+      [e]: l
+    }));
+  };
+  return /* @__PURE__ */ i(S, {
+    ariaLabelClose: a.overview.close_investment_drawer,
+    isOpen: v,
+    onClose: w,
+    title: a.overview.investment_details,
+    children: [
+      /* @__PURE__ */ i(n, {
+        sx: {
+          gap: 8,
+          p: 24
+        },
+        children: [
+          /* @__PURE__ */ t(L, {
+            alt: o.accounts.institutionName || "",
+            institutionGuid: o.accounts.institution_guid || "",
+            size: 64
+          }),
+          /* @__PURE__ */ t(r, {
+            sx: { color: "text.primary" },
+            variant: "body2",
+            children: o.accounts.memberName
+          }),
+          /* @__PURE__ */ t(r, {
+            sx: { color: "text.primary" },
+            variant: "h2",
+            children: o.accounts.user_name || o.accounts.name
+          }),
+          /* @__PURE__ */ i(n, {
+            sx: {
+              alignItems: "center",
+              flexDirection: "row",
+              justifyContent: "space-between"
+            },
+            children: [/* @__PURE__ */ t(r, {
+              sx: {
+                color: "text.primary",
+                fontWeight: 600
+              },
+              variant: "body1",
+              children: a.overview.current_balance
+            }), /* @__PURE__ */ t(r, {
+              sx: {
+                color: "text.primary",
+                fontWeight: 600
+              },
+              variant: "body1",
+              children: o.accounts.balance?.toLocaleString("en-US", {
+                currency: "USD",
+                maximumFractionDigits: 2,
+                minimumFractionDigits: 2,
+                style: "currency"
+              })
+            })]
+          })
+        ]
+      }),
+      /* @__PURE__ */ i(n, {
+        sx: {
+          bgcolor: "background.default",
+          flexDirection: "row",
+          justifyContent: "space-between",
+          px: 24,
+          py: 10
+        },
+        children: [/* @__PURE__ */ t(r, {
+          sx: {
+            color: "text.primary",
+            fontWeight: 700
+          },
+          variant: "caption",
+          children: a.overview.holding
+        }), /* @__PURE__ */ t(r, {
+          sx: {
+            color: "text.primary",
+            fontWeight: 700
+          },
+          variant: "caption",
+          children: a.overview.market_value
+        })]
+      }),
+      o.holdings?.map((e, c) => {
+        const l = p === e.id;
+        return /* @__PURE__ */ i(k, {
+          disableGutters: !0,
+          expanded: s[e.id] === !0,
+          onChange: e ? g(e?.id) : () => {
+          },
+          sx: {
+            ":before": c === 0 ? { opacity: 0 } : {},
+            ".MuiAccordionDetails-root": { p: 0 }
+          },
+          children: [/* @__PURE__ */ t(B, {
+            "aria-controls": "panel1a-content",
+            id: "panel1a-header",
+            sx: [{ height: 64 }, s[e.id] && c > 0 && {
+              borderTop: 1,
+              borderColor: "divider"
+            }],
+            children: /* @__PURE__ */ i(n, {
+              sx: {
+                flexDirection: "row",
+                width: "100%"
+              },
+              children: [/* @__PURE__ */ t("div", { style: { width: 24 } }), /* @__PURE__ */ i(n, {
+                sx: [{
+                  alignItems: "center",
+                  flexDirection: "row",
+                  justifyContent: "space-between",
+                  pr: 24,
+                  py: 14,
+                  width: "100%"
+                }, s[e.id] && {
+                  borderBottom: 1,
+                  borderColor: "divider"
+                }],
+                children: [/* @__PURE__ */ t(n, {
+                  sx: {
+                    alignItems: "center",
+                    flex: 1,
+                    flexDirection: "row",
+                    gap: 12,
+                    minWidth: 0
+                  },
+                  children: /* @__PURE__ */ i(n, {
+                    sx: {
+                      minWidth: 0,
+                      overflow: "hidden"
+                    },
+                    children: [/* @__PURE__ */ t(r, {
+                      sx: {
+                        fontWeight: 600,
+                        display: "-webkit-box",
+                        WebkitBoxOrient: "vertical",
+                        WebkitLineClamp: 1,
+                        overflow: "hidden",
+                        overflowWrap: "anywhere"
+                      },
+                      variant: "body1",
+                      children: e.holding
+                    }), /* @__PURE__ */ t(r, {
+                      sx: {
+                        display: "-webkit-box",
+                        WebkitBoxOrient: "vertical",
+                        WebkitLineClamp: 2,
+                        overflow: "hidden",
+                        overflowWrap: "anywhere"
+                      },
+                      variant: "caption",
+                      children: e.description
+                    })]
+                  })
+                }), /* @__PURE__ */ i(n, {
+                  sx: {
+                    alignItems: "center",
+                    flexShrink: 0,
+                    flexDirection: "row",
+                    gap: 12,
+                    justifyContent: "flex-end"
+                  },
+                  children: [/* @__PURE__ */ i(n, { children: [/* @__PURE__ */ t(r, {
+                    sx: {
+                      fontWeight: 600,
+                      textAlign: "right"
+                    },
+                    variant: "body1",
+                    children: e.marketValue?.toLocaleString("en-US", {
+                      currency: "USD",
+                      maximumFractionDigits: 2,
+                      minimumFractionDigits: 2,
+                      style: "currency"
+                    })
+                  }), /* @__PURE__ */ i(n, {
+                    sx: {
+                      alignItems: "center",
+                      gap: 2,
+                      flexDirection: "row"
+                    },
+                    children: [
+                      e.totalGainLoss !== 0 && /* @__PURE__ */ t(d, {
+                        name: e.totalGainLoss >= 0 ? "trending_up" : "trending_down",
+                        size: 12,
+                        sx: {
+                          verticalAlign: "middle",
+                          mr: 1,
+                          color: e.totalGainLoss >= 0 ? "success.main" : "grey.700"
+                        }
+                      }),
+                      /* @__PURE__ */ t(r, {
+                        sx: {
+                          color: e.totalGainLoss <= 0 ? "grey.700" : "success.main",
+                          fontWeight: e.totalGainLoss <= 0 ? 400 : 700
+                        },
+                        variant: "caption",
+                        children: e.costBasis ? `${(e.totalGainLoss / e.costBasis * 100).toFixed(2)}%` : "0.00%"
+                      }),
+                      /* @__PURE__ */ t(r, {
+                        sx: { color: "grey.700" },
+                        variant: "caption",
+                        children: "|"
+                      }),
+                      /* @__PURE__ */ t(r, {
+                        sx: {
+                          color: e.totalGainLoss <= 0 ? "grey.700" : "success.main",
+                          fontWeight: e.totalGainLoss <= 0 ? 400 : 700
+                        },
+                        variant: "caption",
+                        children: Math.abs(e.totalGainLoss).toLocaleString("en-US", {
+                          currency: "USD",
+                          maximumFractionDigits: 2,
+                          minimumFractionDigits: 2,
+                          style: "currency"
+                        })
+                      })
+                    ]
+                  })] }), /* @__PURE__ */ t(d, {
+                    name: s[e.id] ? "expand_less" : "expand_more",
+                    size: 20
+                  })]
+                })]
+              })]
+            })
+          }), /* @__PURE__ */ t(G, { children: /* @__PURE__ */ i(n, {
+            sx: {
+              alignItems: "center",
+              bgcolor: "background.default",
+              flexDirection: "row",
+              pl: 24
+            },
+            children: [/* @__PURE__ */ t(n, { sx: { width: 32 } }), /* @__PURE__ */ i(n, {
+              sx: { flex: 1 },
+              children: [/* @__PURE__ */ i(n, {
+                sx: {
+                  alignItems: "center",
+                  borderBottom: 1,
+                  borderColor: "divider",
+                  flexDirection: "row",
+                  height: 48,
+                  justifyContent: "space-between",
+                  pr: 24
+                },
+                children: [/* @__PURE__ */ t(r, {
+                  sx: { color: "text.primary" },
+                  variant: "body1",
+                  children: a.overview.quantity
+                }), /* @__PURE__ */ t(r, {
+                  sx: { color: "text.primary" },
+                  variant: "body2",
+                  children: e.qty
+                })]
+              }), /* @__PURE__ */ i(n, {
+                sx: {
+                  alignItems: "center",
+                  flexDirection: "row",
+                  height: 48,
+                  justifyContent: "space-between",
+                  pr: 24
+                },
+                children: [/* @__PURE__ */ t(r, {
+                  sx: { color: "text.primary" },
+                  variant: "body1",
+                  children: a.overview.cost_basis_header
+                }), /* @__PURE__ */ i(n, {
+                  direction: "row",
+                  sx: {
+                    alignItems: "center",
+                    gap: 4
+                  },
+                  children: [l ? /* @__PURE__ */ t(_, {
+                    autoFocus: !0,
+                    onBlur: () => u(e.id),
+                    onChange: f,
+                    onKeyDown: (m) => h(m, e.id),
+                    size: "small",
+                    sx: {
+                      fontSize: 14,
+                      width: 58,
+                      "& .MuiInputBase-input": {
+                        padding: "4px 0",
+                        textAlign: "center",
+                        fontWeight: 600,
+                        color: "text.primary"
+                      },
+                      "& .MuiOutlinedInput-notchedOutline": { border: "none" }
+                    },
+                    value: x
+                  }) : /* @__PURE__ */ t(r, {
+                    sx: {
+                      fontSize: 14,
+                      width: 58
+                    },
+                    variant: "body2",
+                    children: e.costBasis?.toLocaleString("en-US", {
+                      currency: "USD",
+                      maximumFractionDigits: 2,
+                      minimumFractionDigits: 2,
+                      style: "currency"
+                    })
+                  }), /* @__PURE__ */ t(I, {
+                    onClick: () => y(e.id, e.costBasis),
+                    sx: {
+                      minWidth: 16,
+                      minHeight: 16
+                    },
+                    children: /* @__PURE__ */ t(d, {
+                      name: "stylus",
+                      size: 16,
+                      sx: { color: "grey.700" }
+                    })
+                  })]
+                })]
+              })]
+            })]
+          }) })]
+        }, e.id);
+      })
+    ]
+  });
+}, V = W(F);
+export {
+  V as default
+};
+
+//# sourceMappingURL=HoldingDrawer.es.js.map

package/dist/investments/components/HoldingDrawer.es.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"HoldingDrawer.es.js","names":[],"sources":["../../../src/investments/components/HoldingDrawer.tsx"],"sourcesContent":["import React from 'react'\n\nimport { observer } from 'mobx-react-lite'\n\nimport Accordion from '@mui/material/Accordion'\nimport AccordionDetails from '@mui/material/AccordionDetails'\nimport AccordionSummary from '@mui/material/AccordionSummary'\nimport IconButton from '@mui/material/IconButton'\nimport TextField from '@mui/material/TextField'\nimport Stack from '@mui/system/Stack'\n\nimport { Icon } from '@mxenabled/mx-icons'\n\nimport { InstitutionLogo, Text } from '@mxenabled/mxui'\n\nimport { Drawer } from '../../common'\nimport { useGlobalCopyStore } from '../../common'\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\ninterface InvestmentDetailsDrawerProps {\n  accountHoldingsData: {\n    accounts: any\n    holdings: HoldingDetail[]\n  }\n  currentEditedCostBasis: string\n  editingHoldingId: string | null\n  handleCostBasisBlur: (id: string) => void\n  handleCostBasisChange: (event: React.ChangeEvent<HTMLInputElement>) => void\n  handleCostBasisClick: (holdingId: string, currentCostBasis: number) => void\n  handleCostBasisKeyDown: (event: React.KeyboardEvent<HTMLInputElement>, id: string) => void\n  isOpen: boolean\n  onClose: () => void\n}\n\nconst InvestmentDetailsDrawer: React.FC<InvestmentDetailsDrawerProps> = ({\n  accountHoldingsData,\n  currentEditedCostBasis,\n  editingHoldingId,\n  handleCostBasisBlur,\n  handleCostBasisClick,\n  handleCostBasisChange,\n  handleCostBasisKeyDown,\n  isOpen,\n  onClose,\n}) => {\n  const { investments: copy } = useGlobalCopyStore()\n  const [expandedStates, setExpandedStates] = React.useState<Record<string, boolean>>({})\n\n  const handleAccordionChange =\n    (holdingId: string) => (_event: React.SyntheticEvent, isExpanded: boolean) => {\n      setExpandedStates((prevStates) => ({\n        ...prevStates,\n        [holdingId]: isExpanded,\n      }))\n    }\n\n  return (\n    <Drawer\n      ariaLabelClose={copy.overview.close_investment_drawer}\n      isOpen={isOpen}\n      onClose={onClose}\n      title={copy.overview.investment_details}\n    >\n      <Stack sx={{ gap: 8, p: 24 }}>\n        <InstitutionLogo\n          alt={accountHoldingsData.accounts.institutionName || ''}\n          institutionGuid={accountHoldingsData.accounts.institution_guid || ''}\n          size={64}\n        />\n        <Text sx={{ color: 'text.primary' }} variant=\"body2\">\n          {accountHoldingsData.accounts.memberName}\n        </Text>\n        <Text sx={{ color: 'text.primary' }} variant=\"h2\">\n          {accountHoldingsData.accounts.user_name || accountHoldingsData.accounts.name}\n        </Text>\n\n        <Stack sx={{ alignItems: 'center', flexDirection: 'row', justifyContent: 'space-between' }}>\n          <Text sx={{ color: 'text.primary', fontWeight: 600 }} variant=\"body1\">\n            {copy.overview.current_balance}\n          </Text>\n\n          <Text sx={{ color: 'text.primary', fontWeight: 600 }} variant=\"body1\">\n            {accountHoldingsData.accounts.balance?.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          bgcolor: 'background.default',\n          flexDirection: 'row',\n          justifyContent: 'space-between',\n          px: 24,\n          py: 10,\n        }}\n      >\n        <Text sx={{ color: 'text.primary', fontWeight: 700 }} variant=\"caption\">\n          {copy.overview.holding}\n        </Text>\n        <Text sx={{ color: 'text.primary', fontWeight: 700 }} variant=\"caption\">\n          {copy.overview.market_value}\n        </Text>\n      </Stack>\n      {accountHoldingsData.holdings?.map((holding, index) => {\n        const isCurrentlyEditing = editingHoldingId === holding.id\n        return (\n          <Accordion\n            disableGutters={true}\n            expanded={expandedStates[holding.id] === true}\n            key={holding.id}\n            onChange={holding ? handleAccordionChange(holding?.id) : () => {}}\n            sx={{\n              ':before': index === 0 ? { opacity: 0 } : {},\n              '.MuiAccordionDetails-root': { p: 0 },\n            }}\n          >\n            <AccordionSummary\n              aria-controls=\"panel1a-content\"\n              id=\"panel1a-header\"\n              sx={[\n                { height: 64 },\n                expandedStates[holding.id] &&\n                  index > 0 && {\n                    borderTop: 1,\n                    borderColor: 'divider',\n                  },\n              ]}\n            >\n              <Stack sx={{ flexDirection: 'row', width: '100%' }}>\n                <div style={{ width: 24 }} />\n                <Stack\n                  sx={[\n                    {\n                      alignItems: 'center',\n                      flexDirection: 'row',\n                      justifyContent: 'space-between',\n                      pr: 24,\n                      py: 14,\n                      width: '100%',\n                    },\n                    expandedStates[holding.id] && {\n                      borderBottom: 1,\n                      borderColor: 'divider',\n                    },\n                  ]}\n                >\n                  <Stack\n                    sx={{\n                      alignItems: 'center',\n                      flex: 1,\n                      flexDirection: 'row',\n                      gap: 12,\n                      minWidth: 0,\n                    }}\n                  >\n                    <Stack sx={{ minWidth: 0, overflow: 'hidden' }}>\n                      <Text\n                        sx={{\n                          fontWeight: 600,\n                          display: '-webkit-box',\n                          WebkitBoxOrient: 'vertical',\n                          WebkitLineClamp: 1,\n                          overflow: 'hidden',\n                          overflowWrap: 'anywhere',\n                        }}\n                        variant=\"body1\"\n                      >\n                        {holding.holding}\n                      </Text>\n                      <Text\n                        sx={{\n                          display: '-webkit-box',\n                          WebkitBoxOrient: 'vertical',\n                          WebkitLineClamp: 2,\n                          overflow: 'hidden',\n                          overflowWrap: 'anywhere',\n                        }}\n                        variant=\"caption\"\n                      >\n                        {holding.description}\n                      </Text>\n                    </Stack>\n                  </Stack>\n\n                  <Stack\n                    sx={{\n                      alignItems: 'center',\n                      flexShrink: 0,\n                      flexDirection: 'row',\n                      gap: 12,\n                      justifyContent: 'flex-end',\n                    }}\n                  >\n                    <Stack>\n                      <Text sx={{ fontWeight: 600, textAlign: 'right' }} variant={'body1'}>\n                        {holding.marketValue?.toLocaleString('en-US', {\n                          currency: 'USD',\n                          maximumFractionDigits: 2,\n                          minimumFractionDigits: 2,\n                          style: 'currency',\n                        })}\n                      </Text>\n                      <Stack sx={{ alignItems: 'center', gap: 2, flexDirection: 'row' }}>\n                        {holding.totalGainLoss !== 0 && (\n                          <Icon\n                            name={holding.totalGainLoss >= 0 ? 'trending_up' : 'trending_down'}\n                            size={12}\n                            sx={{\n                              verticalAlign: 'middle',\n                              mr: 1,\n                              color: holding.totalGainLoss >= 0 ? 'success.main' : 'grey.700',\n                            }}\n                          />\n                        )}\n                        <Text\n                          sx={{\n                            color: holding.totalGainLoss <= 0 ? 'grey.700' : 'success.main',\n                            fontWeight: holding.totalGainLoss <= 0 ? 400 : 700,\n                          }}\n                          variant=\"caption\"\n                        >\n                          {holding.costBasis\n                            ? `${((holding.totalGainLoss / holding.costBasis) * 100).toFixed(2)}%`\n                            : '0.00%'}\n                        </Text>\n                        <Text sx={{ color: 'grey.700' }} variant=\"caption\">\n                          |\n                        </Text>\n                        <Text\n                          sx={{\n                            color: holding.totalGainLoss <= 0 ? 'grey.700' : 'success.main',\n                            fontWeight: holding.totalGainLoss <= 0 ? 400 : 700,\n                          }}\n                          variant=\"caption\"\n                        >\n                          {Math.abs(holding.totalGainLoss).toLocaleString('en-US', {\n                            currency: 'USD',\n                            maximumFractionDigits: 2,\n                            minimumFractionDigits: 2,\n                            style: 'currency',\n                          })}\n                        </Text>\n                      </Stack>\n                    </Stack>\n\n                    <Icon\n                      name={expandedStates[holding.id] ? 'expand_less' : 'expand_more'}\n                      size={20}\n                    />\n                  </Stack>\n                </Stack>\n              </Stack>\n            </AccordionSummary>\n            <AccordionDetails>\n              <Stack\n                sx={{\n                  alignItems: 'center',\n                  bgcolor: 'background.default',\n                  flexDirection: 'row',\n                  pl: 24,\n                }}\n              >\n                <Stack sx={{ width: 32 }} />\n                <Stack sx={{ flex: 1 }}>\n                  <Stack\n                    sx={{\n                      alignItems: 'center',\n                      borderBottom: 1,\n                      borderColor: 'divider',\n                      flexDirection: 'row',\n                      height: 48,\n                      justifyContent: 'space-between',\n                      pr: 24,\n                    }}\n                  >\n                    <Text sx={{ color: 'text.primary' }} variant=\"body1\">\n                      {copy.overview.quantity}\n                    </Text>\n                    <Text sx={{ color: 'text.primary' }} variant=\"body2\">\n                      {holding.qty}\n                    </Text>\n                  </Stack>\n                  <Stack\n                    sx={{\n                      alignItems: 'center',\n                      flexDirection: 'row',\n                      height: 48,\n                      justifyContent: 'space-between',\n                      pr: 24,\n                    }}\n                  >\n                    <Text sx={{ color: 'text.primary' }} variant=\"body1\">\n                      {copy.overview.cost_basis_header}\n                    </Text>\n\n                    <Stack\n                      direction=\"row\"\n                      sx={{\n                        alignItems: 'center',\n                        gap: 4,\n                      }}\n                    >\n                      {isCurrentlyEditing ? (\n                        <TextField\n                          autoFocus={true}\n                          onBlur={() => handleCostBasisBlur(holding.id)}\n                          onChange={handleCostBasisChange}\n                          onKeyDown={(e: React.KeyboardEvent<HTMLInputElement>) =>\n                            handleCostBasisKeyDown(e, holding.id)\n                          }\n                          size=\"small\"\n                          sx={{\n                            fontSize: 14,\n                            width: 58,\n                            '& .MuiInputBase-input': {\n                              padding: '4px 0',\n                              textAlign: 'center',\n                              fontWeight: 600,\n                              color: 'text.primary',\n                            },\n                            '& .MuiOutlinedInput-notchedOutline': {\n                              border: 'none',\n                            },\n                          }}\n                          value={currentEditedCostBasis}\n                        />\n                      ) : (\n                        <Text sx={{ fontSize: 14, width: 58 }} variant=\"body2\">\n                          {holding.costBasis?.toLocaleString('en-US', {\n                            currency: 'USD',\n                            maximumFractionDigits: 2,\n                            minimumFractionDigits: 2,\n                            style: 'currency',\n                          })}\n                        </Text>\n                      )}\n\n                      <IconButton\n                        onClick={() => handleCostBasisClick(holding.id, holding.costBasis)}\n                        sx={{ minWidth: 16, minHeight: 16 }}\n                      >\n                        <Icon name={'stylus'} size={16} sx={{ color: 'grey.700' }} />\n                      </IconButton>\n                    </Stack>\n                  </Stack>\n                </Stack>\n              </Stack>\n            </AccordionDetails>\n          </Accordion>\n        )\n      })}\n    </Drawer>\n  )\n}\n\nexport default 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package/dist/investments/components/HoldingTable.es.js

@@ -0,0 +1,199 @@
+import { useGlobalCopyStore as D } from "../../common/context/hooks.es.js";
+import { HeaderCell as n } from "./HeaderCell.es.js";
+import "react";
+import l from "@mui/material/Stack";
+import { Text as t } from "@mxenabled/mxui";
+import b from "@mui/material/Paper";
+import { Icon as h } from "@mxenabled/mx-icons";
+import { jsx as r, jsxs as d } from "react/jsx-runtime";
+import { useTheme as S } from "@mui/material/styles";
+import C from "@mui/material/IconButton";
+import F from "@mui/material/TextField";
+import { DataGridPro as _ } from "@mui/x-data-grid-pro";
+var P = ({ data: u, editingHoldingId: g, currentEditedCostBasis: m, handleCostBasisClick: x, handleCostBasisChange: f, handleCostBasisKeyDown: v, handleCostBasisBlur: y }) => {
+  const { investments: o } = D(), w = S().palette.mode === "dark", s = "success.main", c = w ? "grey.300" : "grey.700", a = (e, i = "lesserThan") => i === "greaterThan" ? e >= 0 ? s : c : e <= 0 ? c : s;
+  return /* @__PURE__ */ r(b, {
+    sx: {
+      boxShadow: "none",
+      width: "100%"
+    },
+    children: /* @__PURE__ */ r(_, {
+      columns: [
+        {
+          field: "qty",
+          headerName: o.overview.qty_header,
+          sortable: !1,
+          width: 48,
+          align: "center",
+          headerAlign: "center"
+        },
+        {
+          field: "holding",
+          headerName: o.overview.holding_header,
+          flex: 1,
+          renderHeader: n,
+          renderCell: (e) => /* @__PURE__ */ r(l, {
+            sx: {
+              alignItems: "center",
+              gap: 16,
+              flexDirection: "row"
+            },
+            children: /* @__PURE__ */ d(l, { children: [/* @__PURE__ */ r(t, {
+              sx: { fontWeight: 700 },
+              children: e.row.holding
+            }), /* @__PURE__ */ r(t, {
+              sx: {
+                color: "text.secondary",
+                fontWeight: 400
+              },
+              variant: "tiny",
+              children: e.row.description
+            })] })
+          })
+        },
+        {
+          field: "costBasis",
+          headerName: o.overview.cost_basis_header,
+          width: 132,
+          renderHeader: n,
+          renderCell: (e) => /* @__PURE__ */ d(l, {
+            sx: {
+              alignItems: "center",
+              flexDirection: "row",
+              gap: 4
+            },
+            children: [g === e.row.id ? /* @__PURE__ */ r(F, {
+              autoFocus: !0,
+              onBlur: () => y(e.row.id),
+              onChange: f,
+              onKeyDown: (i) => v(i, e.row.id),
+              size: "small",
+              sx: {
+                fontSize: 14,
+                width: 57,
+                "& .MuiInputBase-input": {
+                  padding: "4px 0",
+                  textAlign: "center",
+                  fontWeight: 600,
+                  color: "text.primary"
+                },
+                "& .MuiOutlinedInput-notchedOutline": { border: "none" }
+              },
+              value: m
+            }) : /* @__PURE__ */ r(t, {
+              sx: {
+                fontSize: 14,
+                width: 57
+              },
+              variant: "body2",
+              children: e.value?.toLocaleString("en-US", {
+                currency: "USD",
+                maximumFractionDigits: 2,
+                minimumFractionDigits: 2,
+                style: "currency"
+              })
+            }), /* @__PURE__ */ r(C, {
+              onClick: () => x(e.row.id, e.row.costBasis),
+              sx: {
+                minWidth: 12,
+                minHeight: 12
+              },
+              children: /* @__PURE__ */ r(h, {
+                name: "stylus",
+                size: 12,
+                sx: { color: "grey.700" }
+              })
+            })]
+          }),
+          align: "center",
+          headerAlign: "center"
+        },
+        {
+          field: "totalGainLoss",
+          headerName: o.overview.total_gain_loss_header,
+          width: 196,
+          renderHeader: n,
+          renderCell: (e) => {
+            const i = e.row.costBasis, p = i ? e.row.totalGainLoss / i * 100 : 0;
+            return /* @__PURE__ */ d(l, {
+              sx: {
+                alignItems: "center",
+                flexDirection: "row",
+                gap: 2
+              },
+              children: [
+                e.value !== 0 && /* @__PURE__ */ r(h, {
+                  name: e.value > 0 ? "trending_up" : "trending_down",
+                  size: 16,
+                  sx: {
+                    color: a(e.value),
+                    mr: 1,
+                    verticalAlign: "middle"
+                  }
+                }),
+                /* @__PURE__ */ r(t, {
+                  sx: {
+                    color: a(e.value),
+                    fontWeight: e.value > 0 ? 700 : 400
+                  },
+                  variant: "body2",
+                  children: i ? `${p.toFixed(2)}%` : "0.00%"
+                }),
+                /* @__PURE__ */ r(t, {
+                  sx: { color: "text.secondary" },
+                  variant: "caption",
+                  children: "|"
+                }),
+                /* @__PURE__ */ r(t, {
+                  sx: {
+                    color: a(e.value),
+                    fontWeight: e.value > 0 ? 700 : 400
+                  },
+                  variant: "body2",
+                  children: Math.abs(e.value).toLocaleString("en-US", {
+                    currency: "USD",
+                    maximumFractionDigits: 2,
+                    minimumFractionDigits: 2,
+                    style: "currency"
+                  })
+                })
+              ]
+            });
+          },
+          align: "right",
+          headerAlign: "right",
+          sortable: !1
+        },
+        {
+          field: "marketValue",
+          headerName: o.overview.market_value_header,
+          width: 132,
+          renderHeader: n,
+          renderCell: (e) => /* @__PURE__ */ r(t, {
+            sx: { fontWeight: 700 },
+            variant: "body2",
+            children: e.value?.toLocaleString("en-US", {
+              currency: "USD",
+              maximumFractionDigits: 2,
+              minimumFractionDigits: 2,
+              style: "currency"
+            })
+          }),
+          align: "right",
+          headerAlign: "right"
+        }
+      ],
+      disableColumnFilter: !0,
+      disableColumnMenu: !0,
+      disableRowSelectionOnClick: !0,
+      hideFooter: !0,
+      rows: u,
+      slotProps: { baseIconButton: { sx: { display: "none" } } }
+    })
+  });
+};
+export {
+  P as default
+};
+
+//# sourceMappingURL=HoldingTable.es.js.map

package/dist/investments/components/HoldingTable.es.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"HoldingTable.es.js","names":[],"sources":["../../../src/investments/components/HoldingTable.tsx"],"sourcesContent":["import React from 'react'\n\nimport Stack from '@mui/material/Stack'\nimport Paper from '@mui/material/Paper'\nimport IconButton from '@mui/material/IconButton'\nimport TextField from '@mui/material/TextField'\nimport { useTheme } from '@mui/material/styles'\nimport { DataGridPro, GridColDef } from '@mui/x-data-grid-pro'\n\nimport { Icon } from '@mxenabled/mx-icons'\n\nimport { Text } from '@mxenabled/mxui'\n\nimport { useGlobalCopyStore } from '../../common'\n\nimport { HeaderCell } from './HeaderCell'\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\ninterface HoldingsTableProps {\n  data: HoldingDetail[]\n  editingHoldingId: string | null\n  currentEditedCostBasis: string\n  handleCostBasisClick: (holdingId: string, currentCostBasis: number) => void\n  handleCostBasisChange: (event: React.ChangeEvent<HTMLInputElement>) => void\n  handleCostBasisKeyDown: (event: React.KeyboardEvent<HTMLInputElement>, id: string) => void\n  handleCostBasisBlur: (id: string) => void\n}\n\nconst HoldingsTable: React.FC<HoldingsTableProps> = ({\n  data,\n  editingHoldingId,\n  currentEditedCostBasis,\n  handleCostBasisClick,\n  handleCostBasisChange,\n  handleCostBasisKeyDown,\n  handleCostBasisBlur,\n}) => {\n  const { investments: copy } = useGlobalCopyStore()\n  const theme = useTheme()\n\n  const isDarkMode = theme.palette.mode === 'dark'\n  const gainDisplayColor = 'success.main'\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 columns: GridColDef[] = [\n    {\n      field: 'qty',\n      headerName: copy.overview.qty_header,\n      sortable: false,\n      width: 48,\n      align: 'center',\n      headerAlign: 'center',\n    },\n    {\n      field: 'holding',\n      headerName: copy.overview.holding_header,\n      flex: 1,\n      renderHeader: HeaderCell,\n      renderCell: (params) => (\n        <Stack sx={{ alignItems: 'center', gap: 16, flexDirection: 'row' }}>\n          <Stack>\n            {/* TODO :InstitutionLogo in future */}\n            <Text sx={{ fontWeight: 700 }}>{params.row.holding}</Text>\n            <Text sx={{ color: 'text.secondary', fontWeight: 400 }} variant=\"tiny\">\n              {params.row.description}\n            </Text>\n          </Stack>\n        </Stack>\n      ),\n    },\n    {\n      field: 'costBasis',\n      headerName: copy.overview.cost_basis_header,\n      width: 132,\n      renderHeader: HeaderCell,\n      renderCell: (params) => {\n        const isCurrentlyEditing = editingHoldingId === params.row.id\n        return (\n          <Stack sx={{ alignItems: 'center', flexDirection: 'row', gap: 4 }}>\n            {isCurrentlyEditing ? 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package/dist/investments/components/InfoToolTip.es.js

@@ -0,0 +1,45 @@
+import "react";
+import n from "@mui/material/Stack";
+import { P as e, Text as m } from "@mxenabled/mxui";
+import { Icon as a } from "@mxenabled/mx-icons";
+import { jsx as o, jsxs as l } from "react/jsx-runtime";
+import p from "@mui/material/IconButton";
+import c from "@mui/material/Tooltip";
+var d = ({ body: t, title: r }) => /* @__PURE__ */ l(n, {
+  sx: {
+    gap: 4,
+    p: 12
+  },
+  children: [/* @__PURE__ */ o(m, {
+    bold: !0,
+    variant: "body1",
+    children: r
+  }), /* @__PURE__ */ o(e, {
+    variant: "subtitle2",
+    children: t
+  })]
+}), I = ({ placement: t = "bottom", tooltip_info_body: r, tooltip_info_title: i }) => /* @__PURE__ */ o(c, {
+  enterTouchDelay: 500,
+  placement: t,
+  title: /* @__PURE__ */ o(d, {
+    body: r,
+    title: i
+  }),
+  children: /* @__PURE__ */ o(p, {
+    "aria-label": i,
+    sx: {
+      minHeight: 0,
+      minWidth: 0,
+      p: 0
+    },
+    children: /* @__PURE__ */ o(a, {
+      name: "info",
+      sx: { color: "info.main" }
+    })
+  })
+});
+export {
+  I as default
+};
+
+//# sourceMappingURL=InfoToolTip.es.js.map

package/dist/investments/components/InfoToolTip.es.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"InfoToolTip.es.js","names":[],"sources":["../../../src/investments/components/InfoToolTip.tsx"],"sourcesContent":["import React from 'react'\n\nimport IconButton from '@mui/material/IconButton'\nimport Stack from '@mui/material/Stack'\nimport Tooltip from '@mui/material/Tooltip'\n\nimport { P, Text } from '@mxenabled/mxui'\nimport { Icon } from '@mxenabled/mx-icons'\n\ninterface InfoTooltipProps {\n  placement?: 'top' | 'bottom' | 'left' | 'right'\n  tooltip_info_body: string\n  tooltip_info_title: string\n}\n\ninterface TooltipContentProps {\n  body: string\n  title: string\n}\n\nconst TooltipContent: React.FC<TooltipContentProps> = ({ body, title }) => (\n  <Stack sx={{ gap: 4, p: 12 }}>\n    <Text bold={true} variant=\"body1\">\n      {title}\n    </Text>\n    <P variant=\"subtitle2\">{body}</P>\n  </Stack>\n)\n\nconst InfoTooltip: React.FC<InfoTooltipProps> = ({\n  placement = 'bottom',\n  tooltip_info_body,\n  tooltip_info_title,\n}) => (\n  <Tooltip\n    enterTouchDelay={500}\n    placement={placement}\n    title={<TooltipContent body={tooltip_info_body} title={tooltip_info_title} />}\n  >\n    <IconButton aria-label={tooltip_info_title} sx={{ minHeight: 0, minWidth: 0, p: 0 }}>\n      <Icon name=\"info\" sx={{ color: 'info.main' }} />\n    </IconButton>\n  </Tooltip>\n)\n\nexport default InfoTooltip\n"],"mappings":";;;;;;;AAoBA,IAAM,IAAA,CAAiD,EAAE,MAAA,GAAM,OAAA,EAAA,MAC7D,gBAAA,EAAC,GAAD;AAAA,EAAO,IAAI;AAAA,IAAE,KAAK;AAAA,IAAG,GAAG;AAAA,EAAG;AAAA,YAA3B,CACE,gBAAA,EAAC,GAAD;AAAA,IAAM,MAAM;AAAA,IAAM,SAAQ;AAAA,cACvB;AAAA,EACG,CAAA,GACN,gBAAA,EAAC,GAAD;AAAA,IAAG,SAAQ;AAAA,cAAa;AAAA,EAAQ,CAAA,CAC3B;IAGH,IAAA,CAA2C,EAC/C,WAAA,IAAY,UACZ,mBAAA,GACA,oBAAA,EAAA,MAEA,gBAAA,EAAC,GAAD;AAAA,EACE,iBAAiB;AAAA,EACN,WAAA;AAAA,EACX,OAAO,gBAAA,EAAC,GAAD;AAAA,IAAgB,MAAM;AAAA,IAAmB,OAAO;AAAA,EAAqB,CAAA;AAAA,YAE5E,gBAAA,EAAC,GAAD;AAAA,IAAY,cAAY;AAAA,IAAoB,IAAI;AAAA,MAAE,WAAW;AAAA,MAAG,UAAU;AAAA,MAAG,GAAG;AAAA,IAAE;AAAA,cAChF,gBAAA,EAAC,GAAD;AAAA,MAAM,MAAK;AAAA,MAAO,IAAI,EAAE,OAAO,YAAY;AAAA,IAAI,CAAA;AAAA,EACrC,CAAA;AACL,CAAA"}