https://futurecast.pro/assets/BusinessDashboard-ClfrCfzN.js

1import{r as m,u as Ke,j as e,e as xe,f as he}from"./vendor-query-Dkm4furz.js";import{l as He,g as Ve,I,C as me,b as oe,a as S,ab as ze,k as Xe,i as vt,u as wt,B as Nt}from"./index-Bxl4mrbd.js";import{P as kt,a as Ct,u as $t,D as St}from"./DashboardOutlook-mprw2yMg.js";import{D as pe,e as ke,a as fe,b as ge,c as be,d as je,f as De}from"./dialog-fR_2luuz.js";import{a as Pt,b as qt,c as Dt,g as Ut,d as Et}from"./api-KLjaDtIH.js";import{S as Rt}from"./shield-alert-DXoH6leS.js";import{S as Tt}from"./sparkles-DHvfBMhr.js";import{D as Qe}from"./download-CKwtl7Gj.js";import{C as Ne}from"./circle-alert-CwO54v2w.js";import{L as Oe}from"./loader-circle-DjPzjlot.js";import{A as At}from"./ForecastValue-CZeqdOqk.js";import{A as Ft}from"./arrow-down-DkeGbvxH.js";import{W as Lt}from"./wallet-DV55NvgC.js";import{T as ot}from"./trash-2-BR8kN1Em.js";import{P as Ye}from"./plus-CQs30v9g.js";import{M as zt}from"./ModelPerformance-D9tB0_ma.js";import{u as Ot}from"./useTrackedAssets-BN-L1xna.js";import{A as Mt}from"./AssetsPageContent-DC4tnllu.js";import"./vendor-react-C4nmQqxk.js";import"./vendor-pdf-5g-lfC8S.js";import"./vendor-charts-DHhRtk-9.js";import"./vendor-supabase-CbPlSJWC.js";import"./tabs-CopFr6zZ.js";import"./radio-group-DEhmKmH5.js";import"./index-C56ocfua.js";import"./use-mobile-BPng6iqB.js";import"./label-BTG2IkYA.js";import"./index-CDTJsEQL.js";import"./format-6laTj9Qx.js";import"./endOfMonth-B_TYLE30.js";import"./calendar-BEOG6gSY.js";import"./info-B-Y-qw7b.js";import"./ai-score-red-CBl2V13n.js";import"./arrow-up-right-D8lHT1NM.js";import"./arrow-down-right-DTiChjhD.js";import"./AssetLogo-Ciz6m55_.js";import"./usePredictions-BppvfKbe.js";import"./assetHistory-qwRNI2rI.js";import"./index-ClFOuIOv.js";import"./minus-DQE4Jm3S.js";import"./useModelPerformance-ivfY-bp7.js";import"./refresh-cw-mS3JM86U.js";import"./chevron-up-DVzZsbC7.js";import"./trophy-wlyMfIbd.js";import"./target-B-AAOORB.js";import"./chart-column-BVN1LHMh.js";import"./globe-xzL8vtQ2.js";import"./useAssetSubscriptions-Ctv7VMdh.js";import"./useDebouncedLoading-DgEnswdf.js";import"./alert-dialog-C_8izTEG.js";import"./search-Bm5Ia1_j.js";import"./sliders-horizontal-C5jw1RkM.js";/**
2 * @license lucide-react v0.462.0 - ISC
3 *
4 * This source code is licensed under the ISC license.
5 * See the LICENSE file in the root directory of this source tree.
6 */const It=He("CircleHelp",[["circle",{cx:"12",cy:"12",r:"10",key:"1mglay"}],["path",{d:"M9.09 9a3 3 0 0 1 5.83 1c0 2-3 3-3 3",key:"1u773s"}],["path",{d:"M12 17h.01",key:"p32p05"}]]);/**
7 * @license lucide-react v0.462.0 - ISC
8 *
9 * This source code is licensed under the ISC license.
10 * See the LICENSE file in the root directory of this source tree.
11 */const et=He("CloudUpload",[["path",{d:"M12 13v8",key:"1l5pq0"}],["path",{d:"M4 14.899A7 7 0 1 1 15.71 8h1.79a4.5 4.5 0 0 1 2.5 8.242",key:"1pljnt"}],["path",{d:"m8 17 4-4 4 4",key:"1quai1"}]]);/**
12 * @license lucide-react v0.462.0 - ISC
13 *
14 * This source code is licensed under the ISC license.
15 * See the LICENSE file in the root directory of this source tree.
16 */const Bt=He("FileSpreadsheet",[["path",{d:"M15 2H6a2 2 0 0 0-2 2v16a2 2 0 0 0 2 2h12a2 2 0 0 0 2-2V7Z",key:"1rqfz7"}],["path",{d:"M14 2v4a2 2 0 0 0 2 2h4",key:"tnqrlb"}],["path",{d:"M8 13h2",key:"yr2amv"}],["path",{d:"M14 13h2",key:"un5t4a"}],["path",{d:"M8 17h2",key:"2yhykz"}],["path",{d:"M14 17h2",key:"10kma7"}]]);function Vt(t,s=!0){const a=t.replace(/[^\p{L}\p{N}\s_-]/gu," ").replace(/\s+/g," ").trim().toLowerCase().slice(0,80),[r,n]=m.useState("");m.useEffect(()=>{const u=setTimeout(()=>n(a),250);return()=>clearTimeout(u)},[a]);const d=Ke({queryKey:["asset-catalog-search",r],enabled:s&&a.length>=2&&r===a,staleTime:6e4,retry:1,queryFn:async({signal:u})=>{const{data:g,error:h}=await Ve.from("asset_lookup").select("slug, name, symbol").eq("is_active",!0).filter("asset_class","eq","crypto").or(`name.ilike.%${r}%,symbol.ilike.%${r}%,slug.ilike.%${r}%`).order("search_rank",{ascending:!1,nullsFirst:!1}).limit(20).abortSignal(u);if(h)throw h;return g??[]}}),l=a!==r;return{assets:l?[]:d.data??[],isSearching:s&&a.length>=2&&(l||d.isFetching),error:l?null:d.error,canSearch:a.length>=2,retry:d.refetch}}function Qt({onSelect:t}){const s=m.useId(),[a,r]=m.useState(""),[n,d]=m.useState(!0),[l,u]=m.useState(-1),[g,h]=m.useState(null),{assets:p,isSearching:y,error:U,canSearch:b,retry:f}=Vt(a,n&&!g);m.useEffect(()=>{var x,$;n&&l>=0&&(($=(x=document.getElementById(`${s}-option-${l}`))==null?void 0:x.scrollIntoView)==null||$.call(x,{block:"nearest"}))},[l,n,s]);const w=x=>{h(x),r(`${x.name} (${x.symbol.toUpperCase()})`),d(!1),u(-1),t(x)};return e.jsxs("div",{className:"space-y-2",children:[e.jsx(I,{role:"combobox","aria-label":"Search asset","aria-autocomplete":"list","aria-expanded":n,"aria-controls":`${s}-results`,"aria-describedby":`${s}-hint`,"aria-activedescendant":n&&l>=0&&p[l]?`${s}-option-${l}

16`:void 0,value:a,placeholder:"Search name, symbol, or slug",autoFocus:!0,autoComplete:"off","data-testid":"input-asset-slug",onFocus:()=>{g||d(!0)},onBlur:x=>{var $;($=x.currentTarget.parentElement)!=null&&$.contains(x.relatedTarget)||d(!1)},onChange:x=>{r(x.target.value),h(null),t(null),d(!0),u(-1)},onKeyDown:x=>{if(x.key==="ArrowDown"||x.key==="ArrowUp"){if(x.preventDefault(),g)return;d(!0),u($=>x.key==="ArrowDown"?Math.min($+1,p.length-1):Math.max($-1,0))}else x.key==="Enter"&&n?(x.preventDefault(),l>=0&&p[l]&&w(p[l])):x.key==="Escape"&&n&&(x.preventDefault(),x.stopPropagation(),d(!1))}}),e.jsx("p",{id:`${s}-hint`,className:"text-xs text-muted-foreground",children:g?`Selected asset: ${g.slug}`:"Search by name or ticker, then select an asset. No slug knowledge needed."}),n&&!g&&e.jsxs("div",{className:"rounded-lg border border-border bg-popover",children:[U?e.jsxs("div",{role:"alert",className:"space-y-2 p-3 text-sm",children:[e.jsx("p",{children:"Could not search assets. 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16notes:a.notes??null})});if(!r.ok)throw new Error(`Failed (${r.status}): ${(await r.text()).slice(0,200)}`);return await r.json()},onSuccess:()=>{s.invalidateQueries({queryKey:["org",t,"portfolios"]}),s.invalidateQueries({queryKey:["org",t,"holdings"]})}})}function Wt(t){const s=xe();return he({mutationFn:async a=>{const r=await oe(`/business/orgs/${t}/portfolios/${a.portfolioId}/import-address`,{method:"POST",body:JSON.stringify({address:a.address,acquisitionDate:a.acquisitionDate})});if(!r.ok)throw new Error(`Failed (${r.status}): ${(await r.text()).slice(0,200)}`);return await r.json()},onSuccess:()=>{s.invalidateQueries({queryKey:["org",t,"portfolios"]}),s.invalidateQueries({queryKey:["org",t,"holdings"]})}})}function ct(t){const s=xe();return he({mutationFn:async a=>{const r=await oe(`/business/orgs/${t}/holdings/${a}`,{method:"DELETE"});if(!r.ok)throw new Error(`Failed (${r.status}): ${(await r.text()).slice(0,200)}`)},onSuccess:()=>{s.invalidateQueries({queryKey:["org",t,"portfolios"]}),s.invalidateQueries({queryKey:["org",t,"holdings"]})}})}function Jt(t){const s=xe();return he({mutationFn:async({holdingId:a,...r})=>{const n=await oe(`/business/orgs/${t}/holdings/${a}`,{method:"PATCH",body:JSON.stringify(r)});if(!n.ok)throw new Error(`Failed (${n.status}): ${(await n.text()).slice(0,200)}`);return await n.json()},onSuccess:()=>{s.invalidateQueries({queryKey:["org",t,"portfolios"]}),s.invalidateQueries({queryKey:["org",t,"holdings"]})}})}const _e=t=>t instanceof Error?t.message:"Please try again.";function Zt({orgId:t,portfolio:s,portfolioScope:a,userId:r}){const[n,d]=m.useState(!1);return e.jsxs(pe,{open:n,onOpenChange:d,children:[e.jsx(ke,{asChild:!0,children:e.jsxs(S,{variant:"outline",size:"sm",className:"h-8 min-h-8 shrink-0 gap-1 px-2 py-1 text-[11px] [&_svg]:size-3","data-testid":`button-edit-portfolio-${s.id}`,children:[e.jsx(Ct,{className:"h-3 w-3"}),"Edit"]})}),e.jsxs(fe,{className:"max-h-[85vh] overflow-y-auto sm:max-w-2xl",children:[e.jsxs(ge,{children:[e.jsxs(be,{children:["Edit positions · ",s.name]}),e.jsx(je,{children:"Update quantities, acquisition details, or notes. Removing a position deletes its tracking record, not the asset in your wallet."})]}),n&&e.jsx(Xt,{orgId:t,portfolio:s,portfolioScope:a,userId:r},`${t}:${s.id}`)]})]})}function Xt({orgId:t,portfolio:s,portfolioScope:a,userId:r}){var d;const n=dt(t,s.id,a,r);return n.isLoading?e.jsx("p",{role:"status",children:"Loading positions…"}):n.isError?e.jsxs("div",{role:"alert",children:["Positions couldn’t load: ",_e(n.error)," ",e.jsx(S,{variant:"outline",onClick:()=>{n.refetch()},children:"Retry"})]}):(d=n.data)!=null&&d.holdings.length?e.jsx("div",{className:"space-y-4",children:n.data.holdings.map(l=>e.jsx(es,{orgId:t,holding:l},l.id))}):e.jsx("p",{className:"py-6 text-center text-sm text-muted-foreground",children:"No positions in this portfolio yet."})}function es({orgId:t,holding:s}){const[a,r]=m.useState(!1),[n,d]=m.useState(""),[l,u]=m.useState(""),[g,h]=m.useState(""),[p,y]=m.useState(""),[U,b]=m.useState(!1),f=Jt(t),w=ct(t),x=new Date().toISOString().slice(0,10),$=new Date(`${g}T00:00:00Z`),P=!g||/^\d{4}-\d{2}-\d{2}$/.test(g)&&g<=x&&Number.isFinite($.getTime())&&$.toISOString().slice(0,10)===g,E=n.trim()!==""&&Number.isFinite(Number(n))&&Number(n)>0&&(!l.trim()||Number.isFinite(Number(l))&&Number(l)>=0)&&P,F=f.isPending||w.isPending;function Y(){d(String(s.quantity)),u(s.acquisitionPriceUsd==null?"":String(s.acquisitionPriceUsd)),h(s.acquisitionDate??""),y(s.notes??""),f.reset(),w.reset(),b(!1),r(!0)}return e.jsxs("section",{className:"rounded-lg border p-4","aria-label":`Position ${s.assetName}`,"data-testid":`position-editor-${s.id}`,children:[e.jsxs("div",{className:"flex flex-wrap items-center justify-between gap-2",children:[e.jsxs("div",{children:[e.jsxs("p",{className:"font-semibold",children:[s.assetName," ",e.jsx("span",{className:"text-xs text-muted-foreground",children:s.assetSymbol})]}),e.jsxs("p",{className:"text-sm text-muted-foreground",children:[s.quantity.toLocaleString(void 0,{maximumFractionDigits:8})," units"]})]}),e.jsxs("div",{className:"flex gap-2",children:[!a&&e.jsx(S,{size:"sm",variant:"outline",disabled:F,onClick:Y,children:"Edit position"}),e.jsx(S,{size:"sm",variant:"outline",className:"text-destructive hover:bg-destructive/10",disabled:F,onClick:()=>{window.confirm(`Remove ${s.assetName} from this portfolio? This deletes the tracking record and cannot be undone.`)&&(b

16(!1),w.reset(),w.mutate(s.id))},children:w.isPending?"Removing…":"Remove"})]})]}),a&&e.jsxs("form",{className:"mt-4 space-y-3",onSubmit:L=>{L.preventDefault(),!(!E||F)&&f.mutate({holdingId:s.id,quantity:Number(n),acquisitionPriceUsd:l.trim()?Number(l):null,acquisitionDate:g||null,notes:p.trim()||null},{onSuccess:()=>{r(!1),b(!0)}})},children:[e.jsxs("label",{className:"block text-sm",children:["Quantity",e.jsx(I,{type:"number",min:"0",step:"any",value:n,onChange:L=>d(L.target.value),disabled:F})]}),e.jsxs("label",{className:"block text-sm",children:["Acquisition price (USD, optional)",e.jsx(I,{type:"number",min:"0",step:"any",value:l,onChange:L=>u(L.target.value),disabled:F})]}),e.jsxs("label",{className:"block text-sm",children:["Acquisition date (optional)",e.jsx(I,{type:"date",max:x,value:g,onChange:L=>h(L.target.value),disabled:F})]}),e.jsxs("label",{className:"block text-sm",children:["Notes (optional)",e.jsx(I,{maxLength:500,value:p,onChange:L=>y(L.target.value),disabled:F})]}),e.jsxs("div",{className:"flex gap-2",children:[e.jsx(S,{type:"submit",disabled:!E||F,children:f.isPending?"Saving…":"Save changes"}),e.jsx(S,{type:"button",variant:"ghost",disabled:F,onClick:()=>{r(!1),f.reset()},children:"Cancel"})]})]}),f.isError&&e.jsxs("p",{role:"alert",className:"mt-2 text-sm text-destructive",children:["Could not save: ",_e(f.error)]}),w.isError&&e.jsxs("p",{role:"alert",className:"mt-2 text-sm text-destructive",children:["Could not remove: ",_e(w.error)]}),U&&e.jsx("p",{role:"status",className:"mt-2 text-sm",children:"Position saved."})]})}const qe=["id","portfolioId","assetSlug","date","kind","quantity","unitPriceUsd","unitCostBasisUsd","feeUsd","transferId"],ts=new Set(["opening","buy","sell","deposit","withdrawal","reward","transfer_in","transfer_out","valuation"]);class D extends Error{constructor(s){super(s),this.name="PortfolioCsvError"}}function ss(t){const s=[];let a=[],r="",n=!1,d=!1;for(let l=0;l<t.length;l+=1){const u=t[l];if(n){u==='"'?t[l+1]==='"'?(r+='"',l+=1):(n=!1,d=!0):r+=u;continue}if(d&&u!==","&&u!=="\r"&&u!==`
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Portfolio records are shared across your organization.":C?d?`Add an asset or import a public wallet into ${C.name}.`:"Holdings will appear here once a workspace editor adds them.":"Choose a portfolio above to see its holdings or add new assets."})]}):e.jsx("div",{className:"overflow-x-auto",children:e.jsxs("table",{className:"w-full min-w-[900px] text-sm",children:[e.jsx("thead",{className:"bg-muted/45 text-[10px] uppercase tracking-[0.12em] text-muted-foreground",children:e.jsxs("tr",{children:[e.jsx("th",{className:"px-4 py-3 text-left font-semibold",children:"Asset"}),p==="all"&&e.jsx("th",{className:"px-4 py-3 text-left font-semibold",children:"Portfolio"}),e.jsx("th",{className:"px-4 py-3 text-right font-semibold",children:"Quantity"}),e.jsx("th",{className:"px-4 py-3 text-left font-semibold",children:"Acquired"}),e.jsx("th",{className:"px-4 py-3 text-right font-semibold",children:"Cost / unit"}),e.jsx("th",{className:"px-4 py-3 text-right font-semibold",children:"Price"}),e.jsx("th",{className:"px-4 py-3 text-right font-semibold",children:"Value"}),e.jsx("th",{className:"px-4 py-3 text-right font-semibold",children:"P&L"}),d&&e.jsx("th",{"aria-label":"Actions"})]})}),e.jsx("tbody",{children:M.data.holdings.map(i=>{var ye;const k=i.acquisitionPriceUsd===null?null:i.acquisitionPriceUsd*i.quantity,T=i.currentValueUsd==null||k===null?null:i.currentValueUsd-k,R=((ye=E.find(se=>se.id===i.portfolioId))==null?void 0:ye.name)??"—";return e.jsxs("tr",{"data-testid":`row-holding-${i.id}`,className:"border-t border-border/60 hover:bg-muted/20",children:[e.jsx("td",{className:"px-4 py-3",children:e.jsxs("div",{className:"flex items-center gap-2.5",children:[i.assetIcon?e.jsx("img",{src:i.assetIcon,alt:"",className:"h-7 w-7 rounded-full",loading:"lazy"}):e.jsx("div",{className:"h-7 w-7 rounded-full bg-muted"}),e.jsxs("div",{children:[e.jsx("div",{className:"font-semibold",children:i.assetName}),e.jsx("div",{className:"text-[11px] uppercase tracking-wide text-muted-foreground",children:i.assetSymbol})]})]})}),p==="all"&&e.jsx("td",{className:"px-4 py-3 text-muted-foreground",children:R}),e.jsx("td",{className:"px-4 py-3 text-right tabular-nums",children:ut(i.quantity)}),e.jsx("td",{className:"px-4 py-3 text-muted-foreground",children:i.acquisitionDate??"—"}),e.jsx("td",{className:"px-4 py-3 text-right tabular-nums",children:i.acquisitionPriceUsd==null?"Not recorded":`${H(i.acquisitionPriceUsd)} ea`}),e.jsx("td",{className:"px-4 py-3 text-right tabular-nums",children:H(i.currentPriceUsd)}),e.jsx("td",{className:"px-4 py-3 text-right font-medium tabular-nums",children:H(i.currentValueUsd)}),e.jsx("td",{className:`px-4 py-3 text-right tabular-nums ${T==null?"text-muted-foreground":T>=0?"text-emerald-700 dark:text-emerald-400":"text-rose-700 dark:text-rose-400"}`,children:T==null?i.acquisitionPriceUsd==null?"Cost not recorded":"Price unavailable":`${T>=0?"+":""}${H(T)}`}),d&&e.jsx("td",{className:"px-3 py-3 text-right",children:e.jsx("button",{type:"button",onClick:()=>{le(""),window.confirm(`Remove ${i.assetName} from ${R}?`)&&G.mutate(i.id,{onError:se=>le(ie(se))})},disabled:G.isPending,"aria-label":`Remove ${i.assetName}`,"data-testid":`button-remove-holding-${i.id}`,className:"rounded-md p-2 text-muted-foreground hover:bg-destructive/10 hover:text-destructive focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring",children:e.jsx(ot,{className:"h-4 w-4"})})})]},i.id)})})]})})}),te&&e.jsx("p",{role:"alert",className:"mt-2 text-sm text-destructive","data-testid":"status-delete-holding-error",children:te})]}),e.jsxs("section",{className:"grid gap-3 sm:grid-cols-3","aria-label":"Portfolio totals",children:[e.jsx(Be,{title:"Current value",value:C?C.totalValueUsd:j==null?void 0:j.totalValueUsd,detail:`${C?"Selected portfolio":a==="mine"?"Combined value · portfolios you created":"Combined organization value"}${it(C??j)}`}),e.jsx(Be,{title:"Cost basis",value:C?C.totalCostBasisUsd:j==null?void 0:j.totalCostBasisUsd,detail:`${(C==null?void 0:C.holdingsCount)??(j==null?void 0:j.holdingsCount)??0} holdings tracked${a==="mine"?" · created by you":""}${nt(C??j)}`}),e.jsx(Be,{title:"Unrealized P&L",value:C?C.unrealizedPnlUsd:j==null?void 0:j.unrealizedPnlUsd,detail:`Based on available valuations${it(C??j)}${nt(C??j)}`,pnl:!0})]}),e.jsx("p",{className:"border-t border-border/50 pt-4 text-xs leading-relaxed text-muted-foreground",children:a==="mine"?"My portfolios filters by who created each portfolio. Portfolio records and holdings remain shared with members of this organization.":"Business portfolios are shared with members of this organization and remain separate from personal Futurecast portfolios."})]})}function nt(t){return t&&t.holdingsCount>0&&t.totalCostBasisUsd==null?" · Record acquisition costs to calculate cost basis and P&L":""}function it(t){const s=t&&"unavailableHoldingsCount"in t?t.unavailableHoldingsCount:void 0;return s?` · ${s} ${s===1?"holding":"holdings"} without a current valuation`:""}function Be({title:t,value:s,detail:a,pnl:r=!1}){const n=s==null||!Number.isFinite(s);return e.jsxs(me,{className:"p-4 sm:p-5","data-testid":`metric-${t.toLowerCase().replace(/ /g,"-")}`,children:[e.jsx("p",{className:"text-[11px] font-semibold uppercase tracking-[0.13em] text-muted-foreground",children:t}),e.jsxs("p",{className:`mt-2 text-2xl font-semibold tracking-tight tabular-nums ${r&&!n?s>=0?"text-emerald-700 dark:text-emerald-400":"text-rose-700 dark:text-rose-400":""}`,children:[!n&&r&&s>0?"+":"",H(s)]}),e.jsx("p",{className:"mt-1 text-xs text-muted-foreground",children:a})]})}function os({portfolio:t,active:s,onSelect:a,canDelete:r,onDelete:n,deleting:d,actions:l}){const u=t.unrealizedPnlUsd==null;return e.jsxs(me,{className:`relative overflow-hidden p-4 transition ${s?"border-foreground

21/70 bg-muted/30 ring-1 ring-foreground/20":"hover:border-foreground/30"}`,"data-testid":`card-portfolio-${t.id}`,children:[e.jsx("div",{className:`absolute inset-y-0 left-0 w-1 ${s?"bg-foreground":"bg-transparent"}`}),e.jsx("button",{type:"button",onClick:a,"aria-pressed":s,"aria-label":`Select portfolio ${t.name}`,"data-testid":`button-select-portfolio-${t.id}`,className:"absolute inset-0 rounded-lg focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-inset focus-visible:ring-ring"}),e.jsxs("div",{className:"flex items-start justify-between gap-3",children:[e.jsxs("div",{className:"pointer-events-none min-w-0 flex-1 text-left",children:[e.jsx("span",{className:"flex items-center gap-2 text-sm font-semibold",children:t.name}),e.jsxs("span",{className:"mt-1 block text-xs text-muted-foreground",children:[t.holdingsCount," ",t.holdingsCount===1?"holding":"holdings"]})]}),r&&e.jsx("button",{type:"button",onClick:n,disabled:d,"aria-label":`Delete portfolio ${t.name}`,"data-testid":`button-delete-portfolio-${t.id}`,className:"relative z-10 rounded-md p-2 text-muted-foreground hover:bg-destructive/10 hover:text-destructive focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring",children:e.jsx(ot,{className:"h-4 w-4"})})]}),e.jsxs("div",{className:"pointer-events-none mt-4 block w-full text-left",children:[e.jsx("span",{className:"block text-xl font-semibold tabular-nums tracking-tight",children:H(t.totalValueUsd)}),e.jsx("span",{className:`mt-0.5 block text-xs tabular-nums ${u?"text-muted-foreground":t.unrealizedPnlUsd>=0?"text-emerald-700 dark:text-emerald-400":"text-rose-700 dark:text-rose-400"}`,children:u?"P&L unavailable":`${t.unrealizedPnlUsd>0?"+":""}${H(t.unrealizedPnlUsd)} unrealized`})]}),l&&e.jsx("div",{className:"relative z-10 mt-4 flex flex-wrap items-center gap-1 border-t border-border/60 pt-3 pointer-events-none [&_button]:pointer-events-auto","data-testid":`portfolio-actions-${t.id}`,children:l})]})}function ls({pending:t,error:s,onCreate:a}){const[r,n]=m.useState(!1),[d,l]=m.useState("");return e.jsxs(pe,{open:r,onOpenChange:n,children:[e.jsx(ke,{asChild:!0,children:e.jsxs(S,{size:"sm",className:"shrink-0",children:[e.jsx(Ye,{className:"mr-1.5 h-4 w-4"}),"New portfolio"]})}),e.jsxs(fe,{children:[e.jsxs(ge,{children:[e.jsx(be,{children:"Create a shared portfolio"}),e.jsx(je,{children:"Set up a named book for the organization’s shared holdings."})]}),e.jsxs("div",{className:"space-y-2",children:[e.jsx("label",{htmlFor:"portfolio-name",className:"text-sm font-medium",children:"Portfolio name"}),e.jsx(I,{id:"portfolio-name",value:d,onChange:u=>l(u.target.value),placeholder:"Northstar treasury",maxLength:80,autoFocus:!0,"data-testid":"input-portfolio-name"}),e.jsx("p",{className:"text-xs text-muted-foreground",children:"Visible to every member of this workspace."}),s&&e.jsx("p",{role:"alert",className:"text-sm text-destructive",children:s})]}),e.jsxs(De,{children:[e.jsx(S,{variant:"ghost",onClick:()=>n(!1),children:"Cancel"}),e.jsx(S,{disabled:!d.trim()||t,onClick:()=>{d.trim()&&a(d.trim(),()=>{n(!1),l("")})},"data-testid":"button-create-portfolio",children:t?"Creating…":"Create portfolio"})]})]})]})}function ds({orgId:t,portfolio:s,compact:a=!1}){const[r,n]=m.useState(!1),[d,l]=m.useState(""),[u,g]=m.useState(""),[h,p]=m.useState(""),[y,U]=m.useState(ue()),b=Gt(t);function f(){l(""),g(""),p(""),U(ue()),b.reset()}const w=Number(u),x=h.trim()===""?null:Number(h),$=!!d.trim()&&Number.isFinite(w)&&w>0&&(x===null||Number.isFinite(x)&&x>=0);return e.jsxs(pe,{open:r,onOpenChange:P=>{n(P),P||f()},children:[e.jsx(ke,{asChild:!0,children:e.jsxs(S,{size:"sm",className:a?"h-8 min-h-8 shrink-0 gap-1 px-2 py-1 text-[11px] [&_svg]:size-3":"h-9","data-testid":`button-open-add-holding-${s.id}`,children:[e.jsx(Ye,{className:a?"h-3 w-3":"mr-1 h-4 w-4"}),"Add"]})}),e.jsxs(fe,{children:[e.jsxs(ge,{children:[e.jsxs(be,{children:["Add holding to ",s.name]}),e.jsx(je,{children:"Record an asset position and optional cost details."})]}),e.jsxs("div",{className:"space-y-3",children:[e.jsx(ce,{label:"Asset",children:e.jsx(Qt,{onSelect:P=>l((P==null?void 0:P.slug)??"")})}

21),e.jsx(ce,{label:"Quantity",children:e.jsx(I,{type:"number",inputMode:"decimal",value:u,onChange:P=>g(P.target.value),placeholder:"0.5",min:"0",step:"any","data-testid":"input-holding-quantity"})}),e.jsx(ce,{label:"Acquisition price (USD, optional)",children:e.jsx(I,{type:"number",inputMode:"decimal",value:h,onChange:P=>p(P.target.value),placeholder:"65000",min:"0",step:"any","data-testid":"input-acquisition-price"})}),e.jsxs(ce,{label:"Acquisition date",children:[e.jsx(I,{type:"date",value:y,onChange:P=>U(P.target.value),max:ue(),"data-testid":"input-acquisition-date"}),e.jsx("p",{className:"text-xs text-muted-foreground",children:"Used for tax-lot reporting. Leave empty if unknown."})]}),b.isError&&e.jsx("p",{role:"alert",className:"text-sm text-destructive",children:ie(b.error)})]}),e.jsxs(De,{children:[e.jsx(S,{variant:"ghost",onClick:()=>n(!1),children:"Cancel"}),e.jsx(S,{disabled:!$||b.isPending,onClick:()=>b.mutate({portfolioId:s.id,assetSlug:d.trim().toLowerCase(),quantity:w,acquisitionPriceUsd:x,acquisitionDate:y||null},{onSuccess:()=>{n(!1),f()}}),children:b.isPending?"Adding…":"Add holding"})]})]})]})}function cs({orgId:t,portfolio:s,compact:a=!1}){const[r,n]=m.useState(!1),[d,l]=m.useState(""),[u,g]=m.useState(ue()),[h,p]=m.useState(""),y=Wt(t);function U(){l(""),g(ue()),p(""),y.reset()}return e.jsxs(pe,{open:r,onOpenChange:b=>{n(b),b||U()},children:[e.jsx(ke,{asChild:!0,children:e.jsxs(S,{variant:"outline",size:"sm",className:a?"h-8 min-h-8 shrink-0 gap-1 px-2 py-1 text-[11px] [&_svg]:size-3":"h-9","data-testid":`button-open-import-wallet-${s.id}`,children:[e.jsx(Qe,{className:a?"h-3 w-3":"mr-1 h-4 w-4"}),"Auto"]})}),e.jsxs(fe,{children:[e.jsxs(ge,{children:[e.jsxs(be,{children:["Import wallet into ",s.name]}),e.jsx(je,{children:"Look up a public address and add its native balance to this portfolio."})]}),e.jsxs("div",{className:"space-y-3",children:[e.jsxs(ce,{label:"Public address",children:[e.jsx(I,{value:d,onChange:b=>l(b.target.value),placeholder:"bc1… / 0x… / Solana address",autoFocus:!0,spellCheck:!1,"data-testid":"input-wallet-address"}),e.jsx("p",{className:"text-xs text-muted-foreground",children:"Read-only lookup of the native balance. No signature is requested and funds cannot be moved."})]}),e.jsx(ce,{label:"Acquisition date",children:e.jsx(I,{type:"date",value:u,onChange:b=>g(b.target.value),max:ue()})}),y.isError&&e.jsx("p",{role:"alert",className:"text-sm text-destructive",children:ie(y.error)}),h&&e.jsx("p",{role:"status",className:"text-sm text-emerald-700 dark:text-emerald-400",children:h})]}),e.jsxs(De,{children:[e.jsx(S,{variant:"ghost",onClick:()=>n(!1),children:"Close"}),e.jsx(S,{disabled:!d.trim()||y.isPending,onClick:()=>y.mutate({portfolioId:s.id,address:d.trim(),acquisitionDate:u||null},{onSuccess:b=>{if(!b.inserted)p(`${b.chain.toUpperCase()} address checked — no balance to import.`);else{const f=b.holdings.map(w=>`${ut(w.quantity)} ${w.symbol}`).join(", ");p(`Imported ${f} from ${b.chain}.`),l("")}}}),children:y.isPending?"Looking up…":"Import wallet"})]})]})]})}function ce({label:t,children:s}){return e.jsxs("div",{className:"space-y-1",children:[e.jsx("p",{className:"text-sm font-medium",children:t}),s]})}function us({orgId:t}){const{assets:s,isLoading:a}=Ot(),[r,n]=m.useState(!1),d=l=>`/business/app/assets/${encodeURIComponent(l)}?orgId=${encodeURIComponent(t)}`;return e.jsxs("section",{"data-testid":"business-tracked-assets",children:[a?e.jsx("div",{role:"status",className:"rounded-xl border border-border p-5",children:"Loading tracked assets…"}):e.jsx(St,{title:"Tracked Assets",assetSlugs:s.map(l=>l.slug),assetNames:Object.fromEntries(s.map(l=>[l.slug,l.name])),assetDetailsHref:d,actions:e.jsxs(S,{size:"sm",className:"gap-1.5",onClick:()=>n(!0),children:[e.jsx(Ye,{className:"h-4 w-4"}),"Add assets"]})}),e.jsx(pe,{open:r,onOpenChange:n,children:e.jsxs(fe,{className:"max-w-5xl max-h-[85dvh] overflow-y-auto",children:[e.jsxs(ge,{children:[e.jsx(be,{children:"Add tracked assets"}),e.jsx(je,{children:"This personal list is shared with your consumer view. Your plan’s asset limit still applies."})]}),r&&e.jsx(Mt,{assetDetailsHref:d})]})})]})}function ua(){const{user:t}=wt();return e.jsx(Nt,{pageTitle:"Dashboard",children:s=>e.jsx(ms,{orgId:s.orgId,role:s.role,userId:t==null?void 0:t.id},`${s.orgId}:${(t==null?void 0:t.id)??"pending"}`)})}function ms({orgId:t,role:s,userId:a}){return e.jsxs("div",{className:"space-y-7",children:[e.jsx(is,{orgId:t,role:s,userId:a,portfolioScope:"workspace"}),e.jsx(us,{orgId:t}),e.jsx(zt,{})]})}

21export{ua as default};