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🃏 Broker Cards

The two card components of the /brokers list page (routes/(app)/brokers/+page.svelte): one card for each broker the user can access, and a smaller one for each broker of the instance they cannot open.

graph LR
    Page["/brokers page"] --> BC["BrokerCard<br/><small>accessible brokers</small>"]
    Page --> BDC["BrokerDiscoveryCard<br/><small>Other Existing Brokers</small>"]
    BC --> BI["BrokerIcon<br/><small>4-step fallback</small>"]
    BC --> RB["Role Badge<br/><small>👑 Owner · ✏️ Editor · 👁️ Viewer</small>"]
    BDC --> BI

🏦 BrokerCard

BrokerCard.svelte shows one accessible broker. The whole card is a link to its detail page (<a href="/brokers/{id}">).

Broker List with Cards

⚡ Features

  • Header — BrokerIcon (md), the role badge when user_role is set (👑 Owner, ✏️ Editor, 👁️ Viewer, named in its tooltip), the name, and a one-line description
  • Actions — Share (share), Edit (edit), Delete (delete) and, when portal_url is set, a button that opens the portal in a new tab (a greyed icon otherwise). Each button stops the click, so it never follows the card link. They show for every role: the server enforces the rules (edit: Owner or Editor; delete: Owner), and the list page opens the sharing modal read-only for a non-Owner
  • Figures — from summary: NAV (net_worth) and Gain/Loss (gain_loss in targetCurrency, with gain_loss_percent; red when negative), or — while summary is null
  • Cash Balances — one chip per currency of summary.cash_balances, largest first, or No cash positions
  • Footer — {n} asset(s) (assetCount) and {n} currency(ies) (the number of cash balances)
  • Closed accounts: a broker whose is_active is false (Account Active off) is dimmed (class:opacity-60). The portfolio figures still include it; the PAC allocator flags it with allocation.broker_inactive (portfolio_allocation_source.py)

📋 Props

Prop Type Description
broker object id, name, description, portal_url, icon_url, default_import_plugin, allow_cash_overdraft, allow_asset_shorting, is_active, user_role, user_share_percentage
summary BrokerBreakdownCard \| null The broker's row of the portfolio report's summary.by_broker: net_worth, gain_loss, gain_loss_percent, cash_balances. Default null
assetCount number The broker's rows in the report's summary.holdings. Default 0
targetCurrency string The page's Currency choice, used for the gain/loss amount. Default 'EUR'

Events: edit {id}, delete {id, name}, share {id}.

The list page asks one report for all the accessible brokers (fetchReport(brokerIds, …, targetCurrency, …), without the history series), so the figures follow the portfolio engine's Owner-share scaling: see Access Control.

🔍 BrokerDiscoveryCard

BrokerDiscoveryCard.svelte shows a broker that the user cannot access (user_role is null in brokerStore), under Other Existing Brokers. It is not a link: it shows only the icon, the name, and a share button.

📋 Props

Prop Type Description
broker {id, name, icon_url?} The broker to show

Event: share {id} — the list page opens the sharing modal on it, read-only (see Users and Brokers).