Dashboard-D8B2jxuJ.js

js finthos.ai collected 2026-10-05 11:59:22 UTC 98,548 bytes, 26 lines download raw bytes

1import{d as _s,Z as re,s as w,j as e,B as v,T as L,a2 as ts,a3 as Ms,C as Ts,R as I,F as As,a4 as Es,a5 as Ps,u as k,_ as ne,I as V,c as Fs,X as ke,Y as Is,$ as Ls,S as $s,a1 as Os,a6 as Rs,h as qs,a7 as Bs}from"./index-g4WugBH4.js";import{e as ge,r as g}from"./react-BpdGtorb.js";import{C as P,a as as}from"./card-rwt4A55r.js";import{P as He}from"./PremiumPageHeader-DtoR-MWi.js";import{M as zs}from"./markdown-content-2xHJ6WRf.js";import{u as U}from"./useCurrency-wPDAOoOM.js";import{L as Vs,a as Us}from"./LazyChart-oBrKRoT4.js";import{u as rs,a as Hs}from"./useEffectiveUserId-Cw4gMied.js";import{H as Ws,D as Gs}from"./DashboardSkeleton-C9D9InVx.js";import{E as Ys,R as ns,A as Xs,C as Ks,X as Qs,Y as Js,T as Zs,d as et,e as st,P as tt,f as at,g as rt}from"./charts-VqRjxJBw.js";import{g as ae,a as nt}from"./categoryColors-1iGE5PPb.js";import{g as De}from"./categoryIcons-BmmySs-e.js";import{C as is,a as ls,b as os}from"./collapsible-B5jSS86d.js";import{B as ie}from"./badge-DEgwKkG_.js";import{T as z}from"./trending-down-BPYf34mQ.js";import{C as be}from"./chevron-down-fgIjtWz2.js";import{E as cs}from"./external-link-BQ2If9NO.js";import{D as _e,a as Me,b as Te,c as Ae,e as it,d as lt}from"./dialog-CPfNxU02.js";import{T as Ee,a as Pe,b as R,c as q}from"./tabs-D3rJiyQ0.js";import{W as xe}from"./wallet-HpDRxlz2.js";import{C as te}from"./chart-pie-BOvzj0BE.js";import{B as ot}from"./building-DDiMhIK4.js";import{D as ds}from"./droplets-D8I8JcG6.js";import{s as ce}from"./subMonths-grsZku1C.js";import{s as We}from"./subYears-DxS7iwP6.js";import{f as J,s as ct}from"./format-BpOyM-BW.js";import{s as dt}from"./subDays-wSpt_wn_.js";import{p as we}from"./parseISO-DeETzOIE.js";import{A as ms}from"./activity-BGWZi07P.js";import{S as us}from"./scroll-area-C_O6PBee.js";import{P as Fe}from"./plus-CCLN8KKX.js";import{C as xs}from"./calendar-D_26tjgl.js";import{M as Ie}from"./minus-D9bkl0eL.js";import{A as mt,a as ut,b as xt,c as ht,d as pt,e as ft,f as gt,g as jt}from"./alert-dialog-BJ0jpsBY.js";import{S as vt}from"./square-pen-qvvbu_Db.js";import{G as yt}from"./git-compare-_zpLocPJ.js";import{T as Nt}from"./trash-2-DBIc44cF.js";import{T as bt}from"./triangle-alert-DnKzB0ks.js";import{U as wt}from"./UpgradeModal-CmKXTbRv.js";import{L as A}from"./label-BhkyX0L4.js";import{T as hs}from"./textarea-DQF7pbvW.js";import{S as Y,a as X,b as K,c as Q,d as b}from"./select-C-mPsjVI.js";import{P as Ct,a as St,b as kt}from"./popover-BJ1S_E6P.js";import{C as Dt}from"./calendar-ZtJ2CiKq.js";import{u as _t}from"./useDeals-8jiFNcvG.js";import{u as Mt}from"./useCashflows-C8lx-phR.js";import{read as Tt,utils as At}from"./xlsx-B6sNpj_1.js";import{U as he}from"./upload-D90uK3WW.js";import{B as ps}from"./briefcase-CcrvOfEr.js";import{D as Et}from"./dollar-sign-DlmilPn4.js";import{L as B}from"./loader-circle-D8jnIafj.js";import{I as Pt}from"./info-CNue2mgk.js";import{L as Ft}from"./lock-Cnc8d74-.js";import{D as ve}from"./database-BSqXkgPZ.js";import{E as Ce}from"./eye-BSB_4g8e.js";import{E as It}from"./eye-off-DwR79A47.js";import{u as Ge,a as Lt,b as $t}from"./useAlphaVantage-SsGcIwCs.js";import{R as Se}from"./refresh-cw-BiIPmSZZ.js";import{u as Ot}from"./usePortfolioMetrics-Dq8ckhqV.js";import{L as Rt}from"./layers-3drO3ebm.js";import{A as qt}from"./arrow-up-D-8Osp6o.js";import{A as Bt}from"./arrow-down-DcgTZkLx.js";import{S as zt}from"./star-BdiW8UKl.js";import{u as Vt}from"./useConsolidatedPortfolio-Db_5BKas.js";import{C as Ut}from"./calendar-clock-cua5E5ni.js";import{H as Ht}from"./HoldingDetailDrawer-D2BZz-9P.js";import{S as Wt}from"./switch-CBLSXIri.js";import{R as Gt}from"./rotate-ccw-DV4MaVjY.js";import{S as Yt}from"./settings-2-DJ9ywY9c.js";import{L as Xt}from"./layout-grid-kgCi-CAs.js";import{f as Kt}from"./formatDistanceToNow-CKuQd25-.js";import{C as Qt}from"./copy-mOIC0n3U.js";import{C as Ye}from"./circle-alert-DDNRfnll.js";import"./supabase-DRR_Es6B.js";import"./currency-C7WYauQv.js";import"./house-C3OSBbLq.js";import"./server-3-AKBBHj.js";import"./trophy-J2diXcnm.js";import"./heart-CFutvkV3.js";import"./cpu-BdFIzyJC.js";import"./index-Bs2sydDB.js";import"./startOfMonth-DrI67C0Y.js";import"./getTimezoneOffsetInMilliseconds-B9UnuQsa.js";import"./en-US-Bfz1jvxT.js";import"./addYears-NX0UtgMg.js";import"./differenceInCalendarDays-CZ0qhtMk.js";import"./index-BdQq_4o_.js";import"./index-CP_LwkyG.js";import"./isSameDay-C48lonqK.js";import"./endOfMonth-TCNI7KCh.js";import"./differenceInCalendarMonths-CDiZ4PwV.js";import"./chevron-left-CNuhV7no.js";import"./riskCalculations-DlUAkL57.js";import"./constructNow-BR0oC-tW.js";import"./differenceInMonths-Bvhe9Knj.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 Xe=_s("FileUp",[["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:"M12 12v6",key:"3ahymv"}],["path",{d:"m15 15-3-3-3 3",key:"15xj92"}]]);function fs(s,t=!0){var l,a;const r=rs(),n=re({queryKey:["dashboard-data",r],queryFn:async()=>{const{data:i,error:c}=await w.rpc("get_dashboard_data",{p_user_id:r});if(c)throw console.error("Dashboard RPC error:",c),c;const d=i;return{assets:d.assets||[],categoryData:d.categories||[]}},enabled:t&&!!r,staleTime:10*60*1e3,gcTime:30*60*1e3,refetchOnWindowFocus:!1});return{assets:((l=n.data)==null?void 0:l.assets)||[],categoryData:((a=n.data)==null?void 0:a.categoryData)||[],isLoading:n.isLoading,isError:n.isError,refetch:n.refetch}}const Jt=({data:s})=>{const{formatCurrency:t,formatCurrencyCompact:r}=U();if(s.length===0)return null;const n=s.map(a=>({name:a.category,value:Number(a.total_value),percentage:Number(a.allocation_pct),asset_count:a.asset_count,itemStyle:{color:ae(a.category)}})),l={animation:!0,animationDuration:1e3,animationEasing:"elasticOut",tooltip:{trigger:"item",backgroundColor:"rgba(255, 255, 255, 0.98)",borderColor:"#e5e7eb",borderWidth:1,textStyle:{color:"#1e293b",fontSize:13},padding:16,formatter:function(a){return`
7          <div style="font-weight: 700; margin-bottom: 10px; font-size: 14px; color: ${a.color};">${a.name}</div>
8          <div style="display: flex; flex-direction: column; gap: 6px;">
9            <div style="display: flex; justify-content: space-between; gap: 24px;">

10              <span style="color: #64748b;">Total Value:</span>
11              <span style="font-weight: 600; color: #1e293b;">${t(a.value)}</span>
12            </div>
13            <div style="display: flex; justify-content: space-between; gap: 24px;">
14              <span style="color: #64748b;">Allocation:</span>
15              <span style="font-weight: 600; color: #1e293b;">${a.data.percentage.toFixed(1)}%</span>
16            </div>
17            <div style="display: flex; justify-content: space-between; gap: 24px;">
18              <span style="color: #64748b;">Assets:</span>
19              <span style="font-weight: 600; color: #1e293b;">${a.data.asset_count} position${a.data.asset_count!==1?"s":""}</span>
20            </div>
21          </div>
22        `}},series:[{type:"pie",radius:["40%","70%"],center:["50%","50%"],avoidLabelOverlap:!0,padAngle:3,itemStyle:{borderRadius:10,borderColor:"#fff",borderWidth:3,shadowBlur:15,shadowColor:"rgba(0, 0, 0, 0.15)"},label:{show:!0,position:"outside",fontSize:13,fontWeight:600,color:"#1e293b",formatter:function(a){return`{name|${a.name}}
23{value|${r(a.value)}}
24{percent|${a.percent.toFixed(1)}%}`},rich:{name:{fontSize:13,fontWeight:600,color:"#1e293b",lineHeight:18},value:{fontSize:12,fontWeight:500,color:"#64748b",lineHeight:16},percent:{fontSize:12,fontWeight:700,lineHeight:16}}},labelLine:{show:!0,length:20,length2:15,smooth:.3,lineStyle:{width:2}},emphasis:{scale:!0,scaleSize:10,itemStyle:{shadowBlur:25,shadowColor:"rgba(0, 0, 0, 0.3)"},label:{fontSize:15,fontWeight:"bold"}},data:n}]};return e.jsx(Ys,{option:l,style:{height:"450px",width:"100%"},opts:{renderer:"svg"},className:"animate-fade-in"})},Zt=({data:s})=>{const{formatCurrency:t,formatCurrencyCompact:r}=U(),n=ge(),l=a=>{n(`/app/portfolio?category=${encodeURIComponent(a)}`)};return e.jsx("div",{className:"grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 xl:grid-cols-4 gap-4",children:s.map(a=>e.jsx(P,{className:"hover:shadow-lg hover:scale-[1.02] transition-all duration-200 cursor-pointer",onClick:()=>l(a.category),children:e.jsxs(as,{className:"p-6",children:[e.jsx("div",{className:"h-1 w-full rounded-full mb-4",style:{backgroundColor:ae(a.category)}}),e.jsxs("div",{className:"flex items-center gap-2 mb-3",children:[e.jsx("div",{className:"w-10 h-10 rounded-lg flex items-center justify-center",style:{backgroundColor:nt(a.category,.15)},children:De(a.category)}),e.jsx("h3",{className:"font-semibold text-charcoal text-sm",children:a.category})]}),e.jsxs("div",{className:"mb-2",children:[e.jsx("p",{className:"text-2xl font-bold text-charcoal",children:r(a.total_value)}),e.jsxs("p",{className:"text-sm text-muted-grey",children:[a.asset_count," ",a.asset_count===1?"asset":"assets"]})]}),e.jsxs("div",{className:"space-y-1",children:[e.jsxs("div",{className:"flex items-center justify-between",children:[e.jsx("span",{className:"text-sm text-muted-grey",children:"Portfolio %"}),e.jsxs("span",{className:"text-sm font-semibold text-charcoal",children:[a.allocation_pct.toFixed(1),"%"]})]}),e.jsx("div",{className:"w-full bg-soft-border rounded-full h-2",children:e.jsx("div",{className:"h-2 rounded-full transition-all",style:{width:`${a.allocation_pct}%`,backgroundColor:ae(a.category)}})})]}),e.jsx(v,{variant:"ghost",size:"sm",className:"w-full mt-4 text-xs",children:"View Details â"})]})},a.category))})};function ea(s){return{equity:"Equity",etf:"ETF",bond:"Bond",fund:"Fund",mutual_fund:"Mutual Fund",reit:"REIT",private_equity:"Private Equity",hedge_fund:"Hedge Fund",real_estate:"Real Estate",luxury_real_estate:"Luxury Real Estate",sports_franchise:"Sports Franchise",energy_infrastructure:"Energy Infrastructure",data_center:"Data Center",mining_project:"Mining Project",hotel:"Hotel",resort:"Resort",commodity:"Commodity",commodity_gold:"Gold",commodity_silver:"Silver",commodity_oil:"Oil",commodity_other:"Commodity",cryptocurrency:"Cryptocurrency",crypto:"Cryptocurrency",art:"Art",wine:"Wine",classic_car:"Classic Car",jewelry:"Jewelry",collectible:"Collectible",cash:"Cash",fx:"Foreign Exchange",other:"Other"}[s.toLowerCase()]||s}function sa(s){if(!s||s.length===0)return{categories:[],totals:{value:0,positionCount:0,largestHolding:null,bestPerformer:null}};const t=s.reduce((i,c)=>i+c.value,0),r=new Map;

24s.forEach(i=>{const c=i.category||"Other";r.has(c)||r.set(c,[]),r.get(c).push(i)});const n=[];r.forEach((i,c)=>{const d=i.reduce((o,x)=>o+x.value,0),u=d/t*100,p=i.reduce((o,x)=>{const f=x.performance_percentage||0,j=x.value/d;return o+f*j},0),m=new Map;i.forEach(o=>{const x=o.asset_type||"other";m.has(x)||m.set(x,[]),m.get(x).push(o)});const h=[];m.forEach((o,x)=>{const f=o.reduce((N,y)=>N+y.value,0),j=f/d*100,_=[...o].sort((N,y)=>y.value-N.value);h.push({name:x,displayName:ea(x),value:f,percentage:j,count:o.length,holdings:_})}),h.sort((o,x)=>x.value-o.value),n.push({name:c,icon:De(c),color:ae(c),value:d,percentage:u,positionCount:i.length,ytdReturn:p,assetClasses:h})}),n.sort((i,c)=>c.value-i.value);const l=s.length>0?s.reduce((i,c)=>c.value>i.value?c:i):null,a=s.length>0?s.reduce((i,c)=>{const d=c.performance_percentage||0,u=i.performance_percentage||0;return d>u?c:i}):null;return{categories:n,totals:{value:t,positionCount:s.length,largestHolding:l?{name:l.name,value:l.value,percentage:l.value/t*100}:null,bestPerformer:a?{name:a.name,return:a.performance_percentage||0}:null}}}function ta({data:s,color:t,width:r=60,height:n=20}){if(!s||s.length===0)return null;const l=Math.max(...s),a=Math.min(...s),i=l-a;if(i===0){const d=n/2,u=s.map((p,m)=>`${m/(s.length-1)*r},${d}`).join(" ");return e.jsx("svg",{width:r,height:n,className:"opacity-70",children:e.jsx("polyline",{fill:"none",stroke:t,strokeWidth:"2",points:u})})}const c=s.map((d,u)=>{const p=u/(s.length-1)*r,m=n-(d-a)/i*n;return`${p},${m}`}).join(" ");return e.jsx("svg",{width:r,height:n,className:"opacity-70",children:e.jsx("polyline",{fill:"none",stroke:t,strokeWidth:"2",points:c})})}function pe(s){return s>=1e6?`${(s/1e6).toFixed(2)}M`:s>=1e3?`${(s/1e3).toFixed(0)}K`:s.toFixed(0)}function gs(s){return s.charAt(0).toUpperCase()}function js(s,t){return t===0?s:s/(1+t/100)}function aa(s,t=12){const n=100+s,l=[100];for(let a=1;a<t;a++){const i=a/(t-1),c=100+(n-100)*i,d=(Math.random()-.5)*2;l.push(c+d)}return l}const 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vs(s,t,r=128){if(s&&Qe[s.toUpperCase()])return`https://img.logo.dev/${Qe[s.toUpperCase()]}?token=${Ke}&size=${r}`;if(t){const n=ra(t);if(n)return`https://img.logo.dev/${n}?token=${Ke}&size=${r}`}return null}function ra(s){const t=s.toLowerCase().replace(/\s+(inc\.?|incorporated|corp\.?|corporation|ltd\.?|limited|llc|l\.l\.c\.|company|co\.?|group|holdings?|partners?|plc)$/i,"").trim(),r={apple:"apple.com",microsoft:"microsoft.com",alphabet:"google.com",google:"google.com",amazon:"amazon.com",facebook:"meta.com",meta:"meta.com","meta platforms":"meta.com",tesla:"tesla.com",nvidia:"nvidia.com",jpmorgan:"jpmorganchase.com","jpmorgan chase":"jpmorganchase.com","bank of america":"bankofamerica.com","wells fargo":"wellsfargo.com","goldman sachs":"goldmansachs.com","morgan stanley":"morganstanley.com"};if(r[t])return r[t];const n=t.replace(/[^a-z0-9\s]/g,"").replace(/\s+/g,"")+".com";return n.length>5&&n.length<40?n:null}function ys(s){let t=0;for(let d=0;d<s.length;d++)t=s.charCodeAt(d)+((t<<5)-t);const r=Math.abs(t)%360,n=60+Math.abs(t)%20,l=50+Math.abs(t)%15,a=l-15,i=`hsl(${r}, ${n}%, ${l}%)`,c=`hsl(${(r+30)%360}, ${n}%, ${a}%)`;return[i,c]}function Ns(s){if(!s)return"ð";const t=s.toLowerCase();return t.includes("real estate")||t.includes("property")?t.includes("commercial")?"ð¢":t.includes("residential")?"ð¡":"ð ":t.includes("private equity")||t.includes("pe fund")?"ð¼":t.includes("hedge fund")?"ð":t.includes("venture")||t.includes("vc")?"ð":t.includes("mutual fund")?"ð":t.includes("bitcoin")||t.includes("btc")?"â¿":t.includes("ethereum")||t.includes("eth")?"Î":t.includes("crypto")?"ð°":t.includes("gold")?"ð¥":t.includes("silver")?"ð¥":t.includes("oil")||t.includes("petroleum")?"ð¢ï¸":t.includes("commodity")?"ðª":t.includes("art")?"ð¨":t.includes("collectible")?"ð¼ï¸":t.includes("bond")||t.includes("treasury")?"ð":t.includes("etf")?"ð":"ð"}const na=({holding:s,onClick:t,index:r=0})=>{var 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