@mx-cartographer/experiences 9.3.0-alpha.bb2 → 9.3.0

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

@@ -1,199 +1,202 @@
-import { useGlobalCopyStore as D } from "../../common/context/hooks.es.js";
+import { useGlobalCopyStore as b } 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 C from "@mui/material/Paper";
+import { Icon as u } 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%"
+import F from "@mui/material/IconButton";
+import _ from "@mui/material/TextField";
+import { DataGridPro as I } from "@mui/x-data-grid-pro";
+var O = ({ data: g, editingHoldingId: m, currentEditedCostBasis: x, handleCostBasisClick: f, handleCostBasisChange: y, handleCostBasisKeyDown: v, handleCostBasisBlur: w }) => {
+  const { investments: o } = b(), p = S().palette.mode === "dark", c = "success.main", h = p ? "grey.300" : "grey.700", a = (e, i = "lesserThan") => i === "greaterThan" ? e >= 0 ? c : h : e <= 0 ? h : c, D = [
+    {
+      field: "qty",
+      headerName: o.overview.qty_header,
+      sortable: !1,
+      width: 48,
+      align: "center",
+      headerAlign: "center"
     },
-    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"
         },
-        {
-          field: "holding",
-          headerName: o.overview.holding_header,
-          flex: 1,
-          renderHeader: n,
-          renderCell: (e) => /* @__PURE__ */ r(l, {
+        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) => {
+        const i = m === e.row.id;
+        return /* @__PURE__ */ d(l, {
+          sx: {
+            alignItems: "center",
+            flexDirection: "row",
+            gap: 4
+          },
+          children: [i ? /* @__PURE__ */ r(_, {
+            autoFocus: !0,
+            onBlur: () => w(e.row.id),
+            onChange: y,
+            onKeyDown: (s) => v(s, e.row.id),
+            size: "small",
             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
+              fontSize: 14,
+              width: 57,
+              "& .MuiInputBase-input": {
+                padding: "4px 0",
+                textAlign: "center",
+                fontWeight: 600,
+                color: "text.primary"
               },
-              variant: "tiny",
-              children: e.row.description
-            })] })
-          })
-        },
-        {
-          field: "costBasis",
-          headerName: o.overview.cost_basis_header,
-          width: 132,
-          renderHeader: n,
-          renderCell: (e) => /* @__PURE__ */ d(l, {
+              "& .MuiOutlinedInput-notchedOutline": { border: "none" }
+            },
+            value: x
+          }) : /* @__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(F, {
+            onClick: () => f(e.row.id, e.row.costBasis),
             sx: {
-              alignItems: "center",
-              flexDirection: "row",
-              gap: 4
+              minWidth: 12,
+              minHeight: 12
             },
-            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",
+            children: /* @__PURE__ */ r(u, {
+              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, s = i ? e.row.totalGainLoss / i * 100 : 0;
+        return /* @__PURE__ */ d(l, {
+          sx: {
+            alignItems: "center",
+            flexDirection: "row",
+            gap: 2
+          },
+          children: [
+            e.value !== 0 && /* @__PURE__ */ r(u, {
+              name: e.value > 0 ? "trending_up" : "trending_down",
+              size: 16,
               sx: {
-                fontSize: 14,
-                width: 57,
-                "& .MuiInputBase-input": {
-                  padding: "4px 0",
-                  textAlign: "center",
-                  fontWeight: 600,
-                  color: "text.primary"
-                },
-                "& .MuiOutlinedInput-notchedOutline": { border: "none" }
+                color: a(e.value),
+                mr: 1,
+                verticalAlign: "middle"
+              }
+            }),
+            /* @__PURE__ */ r(t, {
+              sx: {
+                color: a(e.value),
+                fontWeight: e.value > 0 ? 700 : 400
               },
-              value: m
-            }) : /* @__PURE__ */ r(t, {
+              variant: "body2",
+              children: i ? `${s.toFixed(2)}%` : "0.00%"
+            }),
+            /* @__PURE__ */ r(t, {
+              sx: { color: "text.secondary" },
+              variant: "caption",
+              children: "|"
+            }),
+            /* @__PURE__ */ r(t, {
               sx: {
-                fontSize: 14,
-                width: 57
+                color: a(e.value),
+                fontWeight: e.value > 0 ? 700 : 400
               },
               variant: "body2",
-              children: e.value?.toLocaleString("en-US", {
+              children: Math.abs(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"
-        }
-      ],
+          ]
+        });
+      },
+      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"
+    }
+  ];
+  return /* @__PURE__ */ r(C, {
+    sx: {
+      boxShadow: "none",
+      width: "100%"
+    },
+    children: /* @__PURE__ */ r(I, {
+      columns: D,
       disableColumnFilter: !0,
       disableColumnMenu: !0,
       disableRowSelectionOnClick: !0,
       hideFooter: !0,
-      rows: u,
+      rows: g,
       slotProps: { baseIconButton: { sx: { display: "none" } } }
     })
   });
 };
 export {
-  P as default
+  O as default
 };
 
 //# sourceMappingURL=HoldingTable.es.js.map

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

@@ -1 +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 ? (\n              <TextField\n                autoFocus={true}\n                onBlur={() => handleCostBasisBlur(params.row.id)}\n                onChange={handleCostBasisChange}\n                onKeyDown={(e: React.KeyboardEvent<HTMLInputElement>) =>\n                  handleCostBasisKeyDown(e, params.row.id)\n                }\n                size=\"small\"\n                sx={{\n                  fontSize: 14,\n                  width: 57,\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: 57 }} variant=\"body2\">\n                {params.value?.toLocaleString('en-US', {\n                  currency: 'USD',\n                  maximumFractionDigits: 2,\n                  minimumFractionDigits: 2,\n                  style: 'currency',\n                })}\n              </Text>\n            )}\n            <IconButton\n              onClick={() => handleCostBasisClick(params.row.id, params.row.costBasis)}\n              sx={{ minWidth: 12, minHeight: 12 }}\n            >\n              <Icon name={'stylus'} size={12} sx={{ color: 'grey.700' }} />\n            </IconButton>\n          </Stack>\n        )\n      },\n      align: 'center',\n      headerAlign: 'center',\n    },\n    {\n      field: 'totalGainLoss',\n      headerName: copy.overview.total_gain_loss_header,\n      width: 196,\n      renderHeader: HeaderCell,\n      renderCell: (params) => {\n        const costBasis = params.row.costBasis\n        const gainLossPercentage = costBasis ? (params.row.totalGainLoss / costBasis) * 100 : 0\n        return (\n          <Stack sx={{ alignItems: 'center', flexDirection: 'row', gap: 2 }}>\n            {params.value !== 0 && (\n              <Icon\n                name={params.value > 0 ? 'trending_up' : 'trending_down'}\n                size={16}\n                sx={{\n                  color: gainLossDisplayColor(params.value),\n                  mr: 1,\n                  verticalAlign: 'middle',\n                }}\n              />\n            )}\n            <Text\n              sx={{\n                color: gainLossDisplayColor(params.value),\n                fontWeight: params.value > 0 ? 700 : 400,\n              }}\n              variant=\"body2\"\n            >\n              {costBasis ? `${gainLossPercentage.toFixed(2)}%` : '0.00%'}\n            </Text>\n            <Text sx={{ color: 'text.secondary' }} variant=\"caption\">\n              |\n            </Text>\n            <Text\n              sx={{\n                color: gainLossDisplayColor(params.value),\n                fontWeight: params.value > 0 ? 700 : 400,\n              }}\n              variant=\"body2\"\n            >\n              {Math.abs(params.value).toLocaleString('en-US', {\n                currency: 'USD',\n                maximumFractionDigits: 2,\n                minimumFractionDigits: 2,\n                style: 'currency',\n              })}\n            </Text>\n          </Stack>\n        )\n      },\n      align: 'right',\n      headerAlign: 'right',\n      sortable: false,\n    },\n    {\n      field: 'marketValue',\n      headerName: copy.overview.market_value_header,\n      width: 132,\n      renderHeader: HeaderCell,\n      renderCell: (params) => (\n        <Text sx={{ fontWeight: 700 }} variant={'body2'}>\n          {params.value?.toLocaleString('en-US', {\n            currency: 'USD',\n            maximumFractionDigits: 2,\n            minimumFractionDigits: 2,\n            style: 'currency',\n          })}\n        </Text>\n      ),\n      align: 'right',\n      headerAlign: 'right',\n    },\n  ]\n\n  return (\n    <Paper\n      sx={{\n        boxShadow: 'none',\n        width: '100%',\n      }}\n    >\n      <DataGridPro\n        columns={columns}\n        disableColumnFilter={true}\n        disableColumnMenu={true}\n        disableRowSelectionOnClick={true}\n        hideFooter={true}\n        rows={data}\n        slotProps={{ baseIconButton: { sx: { display: 'none' } } }}\n      />\n    </Paper>\n  )\n}\n\nexport default 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+{"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.map

@@ -1 +1 @@
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+{"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,EAA3B,UAAA,CACE,gBAAA,EAAC,GAAD;AAAA,IAAM,MAAM;AAAA,IAAM,SAAQ;AAAA,IACvB,UAAA;AAAA,EACG,CAAA,GACN,gBAAA,EAAC,GAAD;AAAA,IAAG,SAAQ;AAAA,IAAa,UAAA;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,EAE5E,UAAA,gBAAA,EAAC,GAAD;AAAA,IAAY,cAAY;AAAA,IAAoB,IAAI;AAAA,MAAE,WAAW;AAAA,MAAG,UAAU;AAAA,MAAG,GAAG;AAAA,IAAE;AAAA,IAChF,UAAA,gBAAA,EAAC,GAAD;AAAA,MAAM,MAAK;AAAA,MAAO,IAAI,EAAE,OAAO,YAAY;AAAA,IAAI,CAAA;AAAA,EACrC,CAAA;AACL,CAAA"}

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

@@ -1 +1 @@
-{"version":3,"file":"Overview.es.js","names":[],"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'\nimport { Icon } from '@mxenabled/mx-icons'\nimport { InstitutionLogo, P, 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          <P variant=\"h1\">\n            {totalPortfolioValue.toLocaleString('en-US', {\n              currency: 'USD',\n              maximumFractionDigits: 2,\n              minimumFractionDigits: 2,\n              style: 'currency',\n            })}\n          </P>\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=\"body2\"\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: 'divider',\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: 'divider',\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=\"caption\">\n                      {account.memberName}\n                    </Text>\n                    <Text sx={{ color: 'text.primary', fontWeight: 600 }} variant=\"body1\">\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: 'divider',\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=\"body2\">\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=\"body1\"\n                      >\n                        {accountGainLossPercentage.toFixed(2)}%\n                      </Text>\n                      <Text sx={{ color: 'text.secondary' }} variant=\"caption\">\n                        |\n                      </Text>\n                      <Text\n                        sx={{\n                          color: gainLossDisplayColor(accountGainLoss),\n                          fontWeight: 600,\n                        }}\n                        variant=\"body1\"\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=\"caption\">\n                      {copy.overview.total_value}\n                    </Text>\n                    <Text sx={{ color: 'text.primary', fontWeight: 600 }} variant=\"body1\">\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: 'divider',\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=\"caption\">\n                    {account.memberName}\n                  </Text>\n                  <Text sx={{ color: 'text.primary', fontWeight: 600 }} variant=\"body1\">\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=\"caption\">\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=\"body1\"\n                    >\n                      {accountGainLossPercentage.toFixed(2)}%\n                    </Text>\n                    <Text sx={{ color: 'text.secondary' }} variant=\"caption\">\n                      |\n                    </Text>\n                    <Text\n                      sx={{\n                        color: gainLossDisplayColor(accountGainLoss),\n                        fontWeight: 600,\n                      }}\n                      variant=\"body1\"\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=\"caption\">\n                      {copy.overview.total_value}\n                    </Text>\n                    <Text sx={{ color: 'text.primary', fontWeight: 600 }} variant=\"body1\">\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: 'neutral.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 Component  */}\n      <InvestmentDetailsDrawer\n        accountHoldingsData={accountHoldingsData}\n        currentEditedCostBasis={currentEditedCostBasis}\n        editingHoldingId={editingHoldingId}\n        handleCostBasisBlur={handleCostBasisBlur}\n        handleCostBasisChange={handleCostBasisChange}\n        handleCostBasisClick={handleCostBasisClick}\n        handleCostBasisKeyDown={handleCostBasisKeyDown}\n        isOpen={openDrawer}\n        onClose={closeDrawer}\n      />\n\n      <ConnectionsDrawer\n        onClose={() => setShowConnectionsWidget(false)}\n        showConnectionsWidget={showConnectionsWidget}\n        title={accountsCopy.manage_connections}\n      />\n    </Stack>\n  )\n}\n\nexport default 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+{"version":3,"file":"Overview.es.js","names":[],"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'\nimport { Icon } from '@mxenabled/mx-icons'\nimport { InstitutionLogo, P, 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          <P variant=\"h1\">\n            {totalPortfolioValue.toLocaleString('en-US', {\n              currency: 'USD',\n              maximumFractionDigits: 2,\n              minimumFractionDigits: 2,\n              style: 'currency',\n            })}\n          </P>\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=\"body2\"\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: 'divider',\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: 'divider',\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=\"caption\">\n                      {account.memberName}\n                    </Text>\n                    <Text sx={{ color: 'text.primary', fontWeight: 600 }} variant=\"body1\">\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: 'divider',\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=\"body2\">\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=\"body1\"\n                      >\n                        {accountGainLossPercentage.toFixed(2)}%\n                      </Text>\n                      <Text sx={{ color: 'text.secondary' }} variant=\"caption\">\n                        |\n                      </Text>\n                      <Text\n                        sx={{\n                          color: gainLossDisplayColor(accountGainLoss),\n                          fontWeight: 600,\n                        }}\n                        variant=\"body1\"\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=\"caption\">\n                      {copy.overview.total_value}\n                    </Text>\n                    <Text sx={{ color: 'text.primary', fontWeight: 600 }} variant=\"body1\">\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: 'divider',\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=\"caption\">\n                    {account.memberName}\n                  </Text>\n                  <Text sx={{ color: 'text.primary', fontWeight: 600 }} variant=\"body1\">\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=\"caption\">\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=\"body1\"\n                    >\n                      {accountGainLossPercentage.toFixed(2)}%\n                    </Text>\n                    <Text sx={{ color: 'text.secondary' }} variant=\"caption\">\n                      |\n                    </Text>\n                    <Text\n                      sx={{\n                        color: gainLossDisplayColor(accountGainLoss),\n                        fontWeight: 600,\n                      }}\n                      variant=\"body1\"\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=\"caption\">\n                      {copy.overview.total_value}\n                    </Text>\n                    <Text sx={{ color: 'text.primary', fontWeight: 600 }} variant=\"body1\">\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: 'neutral.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 Component  */}\n      <InvestmentDetailsDrawer\n        accountHoldingsData={accountHoldingsData}\n        currentEditedCostBasis={currentEditedCostBasis}\n        editingHoldingId={editingHoldingId}\n        handleCostBasisBlur={handleCostBasisBlur}\n        handleCostBasisChange={handleCostBasisChange}\n        handleCostBasisClick={handleCostBasisClick}\n        handleCostBasisKeyDown={handleCostBasisKeyDown}\n        isOpen={openDrawer}\n        onClose={closeDrawer}\n      />\n\n      <ConnectionsDrawer\n        onClose={() => setShowConnectionsWidget(false)}\n        showConnectionsWidget={showConnectionsWidget}\n        title={accountsCopy.manage_connections}\n      />\n    </Stack>\n  )\n}\n\nexport default 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package/dist/investments/components/TabTitle.es.js.map

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