📝 Broker Forms

Form and input components for broker creation and editing.

📝 BrokerForm

The create/edit form for a broker (BrokerForm.svelte), used inside BrokerModal. It dispatches submit with the trimmed values, and cancel; the modal makes the API calls.

📋 Fields

Field	Component	Required	Description
Name	Text input (max 100)	✅	Broker display name; unique among all brokers of the instance
Description	Textarea (max 500)	❌	Optional description
Default Import Plugin	ImportPluginSelect	❌	BRIM parser proposed for this broker's files
Portal URL	URL input	❌	Broker website; its `/favicon.ico` is an icon fallback
Icon	ImagePickerWrapper (`preset="broker-icon"`)	❌	Custom broker icon, previewed with BrokerIcon
Opened at	SingleDatePicker	❌	Account opening date, never in the future (`allowFuture={false}`); today for a new broker
Active	Toggle	❌	`is_active`, on by default
Allow Overdraft	Checkbox	❌	Allow a negative cash balance
Allow Shorting	Checkbox	❌	Allow a negative asset quantity
Initial Balances	Amount + CurrencySearchSelect rows	❌	Create mode only: opening cash per currency; the first row uses the user's base currency

In edit mode a cleared optional text field is sent as '', which clears it on the server; in create mode it is left out.

✅ Validation

Client side, the submit button stays disabled while a save is running or while:

Name is empty after trimming, or longer than 100 characters (isValid);
Initial balances repeat a currency (hasDuplicateCurrencies, with a warning under the rows).

Balance rows whose amount is zero or negative are dropped on submit. The form has no base-currency field: currencies appear only in the initial balance rows.

On the server, BrokerService.create_bulk() turns each remaining balance row into a DEPOSIT dated today (today_date(), not opened_at), written through execute_batch(creates_raw=…); a deposit refused by validation adds its issue to the broker's create errors.

Duplicate names

Broker names are unique across the instance (Broker.name is a unique column), so the server rejects a create whose name is taken. BrokerModal turns the backend's English message into a localized one (localizeDuplicateName), chosen by who owns the existing broker, and appends the recovery guidance:

Backend message	Key (`frontend/src/lib/i18n/brokers/en.json`)	English text
`You already have a broker named '<name>'`	`brokers.duplicateNameOwn`	You already have a broker named "{name}".
`Broker '<name>' already exists (owned by '<owner>')`	`brokers.duplicateNameOwned`	Broker "{name}" already exists (owned by "{owner}").
`Broker with name '<name>' already exists`, or the 409 `A broker with that name already exists`	`brokers.duplicateNameExists`	A broker named "{name}" already exists.
appended to each of the above	`brokers.duplicateNameRecovery`	To resolve this, rename the existing broker or choose a different name for the broker you are adding.

The message fills the dialog's error banner. The 409 comes from a creation that lost a race on the unique name; it also raises an error toast. Any other error is shown as received. The error is reset whenever a new dialog opens, so it never carries over into the next create or edit.

🔔 Feedback

Create — a success toast, Broker "{name}" created. (brokers.created), from BrokerModal once the new broker is merged into brokerStore.
Delete — a success toast, Broker "{name}" deleted. or Broker "{name}" and {count} transactions deleted. (brokers.deleted, brokers.deletedWithTransactions), from the broker list page once DELETE /brokers succeeds — see DeleteBrokerDialog.
Edit — the dialog closes without a toast.

🖼️ BrokerIcon

A smart icon component (BrokerIcon.svelte) with a 4-step fallback chain. The chain itself lives in lib/utils/broker/brokerIconChain.svelte.ts: it lists the candidate URLs in order and moves to the next one when an image fails to load.

graph LR
    A["icon_url<br/><small>Custom uploaded</small>"] -->|not set or fails| B["portal_url favicon<br/><small>origin + /favicon.ico</small>"]
    B -->|not set or fails| C["Plugin icon<br/><small>default_import_plugin</small>"]
    C -->|not set or fails| D["Briefcase<br/><small>Lucide icon</small>"]

    style A fill:#e8f5e9,stroke:#2e7d32
    style B fill:#e3f2fd,stroke:#1565c0
    style C fill:#fff3e0,stroke:#e65100
    style D fill:#f3e5f5,stroke:#7b1fa2

When a brokerId is given but none of the three fields is, the icon asks brokerStore for them (ensureBrokerIconFieldsLoaded), which reads GET /brokers/{id} at most once per broker until the cache is refreshed or the broker invalidated — see Reference State.

📏 Sizes

Size	Dimensions	Used in
`sm`	24×24 px	Select options (`BrokerSearchSelect`), inline badges
`md`	40×40 px	`BrokerCard`
`lg`	64×64 px	Broker detail page header, `BrokerForm` icon preview
a number	that many px	Custom size; the briefcase takes 60% of it (at least 12 px)

📋 Key Props

Prop	Type	Description
`brokerId`	`number \\| null`	Lets the icon fetch missing icon fields from `brokerStore`
`iconUrl`	`string \\| null`	Custom icon URL (step 1)
`portalUrl`	`string \\| null`	Broker website for favicon (step 2)
`pluginCode`	`string \\| null`	BRIM plugin code for icon (step 3)
`size`	`'sm' \\| 'md' \\| 'lg' \\| number`	Icon size (default `md`)
`altText`	`string`	Accessible alt text

Used by: BrokerCard, BrokerSearchSelect, broker detail page.