98 lines
8.2 KiB
TypeScript
98 lines
8.2 KiB
TypeScript
import type { Alert, Catalyst, EarningsSchedule, ExportRecord, Filing, Holding, Risk, Screen } from "@mosaiciq/contracts/rpc";
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export const screens: Screen[] = ["home", "workspace", "model", "memo", "agents"];
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export const workspaceGroups = [
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["Research", "Company Snapshot", "Business Description", "Segment / Revenue Build", "Margin Build", "Historical Financials", "Three-Statement Model", "Key KPIs", "Management & Strategy"],
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["Analysis", "Competitive Landscape", "Peer Comparison", "Valuation Analysis", "Investment Thesis", "Risks & Mitigants", "Catalyst Tracker"],
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["Monitoring", "Earnings Monitor", "Filing Watch", "Thesis Alerts"],
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["Library", "Source Library", "Export Center"]
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];
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export const agentCatalog: Array<[string, string, string, string]> = [
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["cr", "Company Research Agent", "Structured profiles from filings, transcripts, external data", "research"],
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["sf", "SEC Filings Agent", "Segment data, KPIs, risk factors, accounting policies", "research"],
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["fm", "Financial Modeling Agent", "Revenue builds, margin models, three-statement frameworks", "research"],
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["ec", "Earnings Call Agent", "Management tone, guidance, KPIs, Q&A themes", "competitive"],
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["ci", "Competitive Intel Agent", "Peer analysis, market positioning, competitive threats", "competitive"],
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["va", "Valuation Agent", "DCF, trading comps, scenario analysis, multiples", "research"],
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["rk", "Risk Agent", "Business, financial, competitive, regulatory risks", "competitive"],
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["mw", "Memo Writing Agent", "Investment memos, research reports, IC memos", "research"],
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["pa", "Presentation Agent", "IC presentation drafts, slide outlines, exhibits", "research"],
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["mn", "Monitoring Agent", "Filing alerts, thesis changes, earnings events", "cross-cutting"],
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["sv", "Source Verification Agent", "Citation checking, source reliability, cross-referencing", "cross-cutting"],
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["rt", "Red Team Agent", "Thesis challenges, assumption stress-testing, bear cases", "competitive"],
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["ex", "Export Agent", "PDF, Excel, PowerPoint export pipelines", "cross-cutting"],
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["qa", "Model QA Agent", "Formula auditing, balance sheet checks, sanity tests", "cross-cutting"]
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];
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export const extraHoldings: Holding[] = [
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{ ticker: "BJ", name: "BJ's Wholesale Club", price: 84.2, changePct: 0.4, weight: 8 },
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{ ticker: "KR", name: "Kroger Co", price: 62.1, changePct: -0.6, weight: 5 },
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{ ticker: "DG", name: "Dollar General", price: 78.5, changePct: 1.5, weight: 4 }
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];
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export const demoCatalysts: Catalyst[] = [
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{ id: "cat-1", date: "2026-06-05", event: "Q3 FY25 Earnings", impact: "high", thesisRelevance: "supports", source: "[4]" },
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{ id: "cat-2", date: "2026-07-15", event: "Executive member update", impact: "medium", thesisRelevance: "supports", source: "[2]" },
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{ id: "cat-3", date: "2026-08-01", event: "Annual membership fee review", impact: "high", thesisRelevance: "neutral", source: "[1]" },
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{ id: "cat-4", date: "2026-09-10", event: "New warehouse openings (Q4)", impact: "low", thesisRelevance: "supports", source: "[1]" }
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];
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export const demoAlerts: Alert[] = [
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{ id: "alert-1", companyId: "cost", timestamp: "2026-05-12T08:30:00Z", type: "earnings_surprise", description: "Q2 FY25 earnings beat (+7.5% comp)", thesisImpact: "positive", status: "new", targetSection: "thesis" },
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{ id: "alert-2", companyId: "cost", timestamp: "2026-05-12T06:00:00Z", type: "filing", description: "New 8-K: Executive compensation update", thesisImpact: "neutral", status: "new" },
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{ id: "alert-3", companyId: "wmt", timestamp: "2026-05-11T14:00:00Z", type: "peer_event", description: "WMT announces price investment in grocery", thesisImpact: "negative", status: "reviewed" },
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{ id: "alert-4", companyId: "cost", timestamp: "2026-05-11T10:00:00Z", type: "price_move", description: "COST +2.1% on heavy volume", thesisImpact: "positive", status: "reviewed" }
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];
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export const demoRisks: Risk[] = [
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{ id: "risk-1", companyId: "cost", risk: "Amazon enters warehouse club segment", category: "competitive", severity: "high", likelihood: "low", mitigation: "Costco's 93% renewal rate creates switching costs", status: "open" },
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{ id: "risk-2", companyId: "cost", risk: "Wage inflation compresses operating margin", category: "financial", severity: "medium", likelihood: "high", mitigation: "Automation and productivity offset 40-60% of wage pressure", status: "open" },
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{ id: "risk-3", companyId: "cost", risk: "Membership fee increase delayed beyond FY26", category: "financial", severity: "medium", likelihood: "medium", mitigation: "Fee income growth from executive tier conversion", status: "mitigated" },
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{ id: "risk-4", companyId: "cost", risk: "Regulatory pressure on merchandise sourcing", category: "regulatory", severity: "low", likelihood: "low", mitigation: "Diversified supply chain across 14 countries", status: "accepted" },
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{ id: "risk-5", companyId: "cost", risk: "E-commerce disruption of warehouse model", category: "competitive", severity: "medium", likelihood: "medium", mitigation: "Costco.com growth and Instacart partnership", status: "open" },
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{ id: "risk-6", companyId: "cost", risk: "Valuation compression on growth deceleration", category: "financial", severity: "high", likelihood: "medium", mitigation: "High-single-digit earnings growth supports premium", status: "open" }
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];
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export const demoEarnings: EarningsSchedule[] = [
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{ id: "earn-1", companyId: "cost", quarter: "Q3 FY25", expectedDate: "2026-06-05", timing: "bmo" },
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{ id: "earn-2", companyId: "cost", quarter: "Q4 FY25", expectedDate: "2026-09-25", timing: "bmo" },
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{ id: "earn-3", companyId: "cost", quarter: "Q2 FY25", expectedDate: "2026-03-06", timing: "bmo", actualRevenue: "$62.5B", expectedRevenue: "$61.2B", actualEps: "$4.28", expectedEps: "$4.05" },
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{ id: "earn-4", companyId: "cost", quarter: "Q1 FY25", expectedDate: "2025-12-12", timing: "bmo", actualRevenue: "$60.2B", expectedRevenue: "$59.8B", actualEps: "$4.04", expectedEps: "$3.98" }
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];
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export const demoFilings: Filing[] = [
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{ id: "filing-1", companyId: "cost", formType: "10-K", filedDate: "2024-10-10", title: "Annual Report FY2024", keyChanges: "Updated segment reporting, new warehouse commitments ($2.1B)", reviewed: true },
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{ id: "filing-2", companyId: "cost", formType: "10-Q", filedDate: "2026-03-10", title: "Quarterly Report Q2 FY25", keyChanges: "Membership fee income growth, margin expansion", reviewed: true },
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{ id: "filing-3", companyId: "cost", formType: "8-K", filedDate: "2026-05-12", title: "Executive Compensation Update", keyChanges: "New CEO compensation structure", reviewed: false }
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];
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export const demoExports: ExportRecord[] = [
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{ id: "export-1", type: "excel", title: "COST Model — Revenue Build FY25-FY27", companyId: "cost", format: "Excel", fileSize: "2.4 MB", status: "complete", createdAt: "2026-05-10T14:30:00Z" },
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{ id: "export-2", type: "pdf", title: "COST Investment Memo — Draft", companyId: "cost", format: "PDF", fileSize: "1.8 MB", status: "complete", createdAt: "2026-05-09T16:00:00Z" },
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{ id: "export-3", type: "ppt", title: "COST IC Presentation", companyId: "cost", format: "PowerPoint", fileSize: "4.2 MB", status: "processing", createdAt: "2026-05-12T09:00:00Z" },
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{ id: "export-4", type: "pdf", title: "Peer Comparison Report", companyId: "cost", format: "PDF", fileSize: "980 KB", status: "complete", createdAt: "2026-05-08T11:00:00Z" }
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];
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export const keyboardShortcuts: Array<[string, string, string]> = [
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["⌘K", "Open agent chat / command bar", "global"],
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["⌘F", "Focus search bar", "global"],
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["⌘S", "Create manual snapshot", "memo,model"],
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["⌘E", "Open export quick-action menu", "global"],
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["⌘\\", "Toggle left nav collapse", "workspace,memo"],
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["⌘1-5", "Switch to screen 1-5", "global"],
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["⌘.", "Toggle settings overlay", "global"],
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["Escape", "Close overlay / fullscreen / search", "global"],
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["↑ / ↓", "Navigate carousel, search, model cells", "context"],
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["Enter", "Select / confirm", "context"],
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["Tab", "Move between memo sections", "memo"],
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["⌘Z", "Undo last edit", "memo,model"],
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["⌘⇧Z", "Redo", "memo,model"]
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];
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export const modelTabs = [
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"Revenue Build", "Income Statement", "Balance Sheet", "Cash Flow Statement",
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"Margin Build", "Tax Build", "LIFO / FIFO Conversion", "Scenario Analysis", "Charts"
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];
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