chore: commit all current changes

This commit is contained in:
2026-02-28 15:13:21 -05:00
parent a53a5222c1
commit 0615534f4b
6 changed files with 248 additions and 9 deletions

View File

@@ -286,6 +286,15 @@ function AnalysisPageContent() {
<BrainCircuit className="size-4 text-[color:var(--accent)]" />
</div>
<p className="mt-3 line-clamp-6 whitespace-pre-wrap text-sm leading-6 text-[color:var(--terminal-bright)]">{report.summary}</p>
<div className="mt-4 flex items-center justify-between gap-2">
<p className="text-xs text-[color:var(--terminal-muted)]">{report.accessionNumber}</p>
<Link
href={`/analysis/reports/${analysis.company.ticker}/${encodeURIComponent(report.accessionNumber)}`}
className="text-xs uppercase tracking-[0.12em] text-[color:var(--accent)] hover:text-[color:var(--accent-strong)]"
>
Open summary
</Link>
</div>
</article>
))}
</div>

View File

@@ -0,0 +1,154 @@
'use client';
import Link from 'next/link';
import { useCallback, useEffect, useMemo, useState } from 'react';
import { format } from 'date-fns';
import { ArrowLeft, BrainCircuit, RefreshCcw } from 'lucide-react';
import { useParams } from 'next/navigation';
import { AppShell } from '@/components/shell/app-shell';
import { useAuthGuard } from '@/hooks/use-auth-guard';
import { getCompanyAiReport } from '@/lib/api';
import type { CompanyAiReportDetail } from '@/lib/types';
import { Button } from '@/components/ui/button';
import { Panel } from '@/components/ui/panel';
function formatFilingDate(value: string) {
const date = new Date(value);
if (Number.isNaN(date.getTime())) {
return 'Unknown';
}
return format(date, 'MMM dd, yyyy');
}
export default function AnalysisReportPage() {
const { isPending, isAuthenticated } = useAuthGuard();
const params = useParams<{ ticker: string; accessionNumber: string }>();
const tickerFromRoute = useMemo(() => {
const value = typeof params.ticker === 'string' ? params.ticker : '';
return value.toUpperCase();
}, [params.ticker]);
const accessionNumber = useMemo(() => {
const value = typeof params.accessionNumber === 'string' ? params.accessionNumber : '';
return decodeURIComponent(value);
}, [params.accessionNumber]);
const [report, setReport] = useState<CompanyAiReportDetail | null>(null);
const [loading, setLoading] = useState(true);
const [error, setError] = useState<string | null>(null);
const loadReport = useCallback(async () => {
if (!accessionNumber) {
setError('Invalid accession number.');
setReport(null);
setLoading(false);
return;
}
setLoading(true);
setError(null);
try {
const response = await getCompanyAiReport(accessionNumber);
setReport(response.report);
} catch (err) {
setReport(null);
setError(err instanceof Error ? err.message : 'Unable to load AI summary');
} finally {
setLoading(false);
}
}, [accessionNumber]);
useEffect(() => {
if (!isPending && isAuthenticated) {
void loadReport();
}
}, [isPending, isAuthenticated, loadReport]);
if (isPending || !isAuthenticated) {
return <div className="flex min-h-screen items-center justify-center text-sm text-[color:var(--terminal-muted)]">Loading summary detail...</div>;
}
const resolvedTicker = report?.ticker ?? tickerFromRoute;
return (
<AppShell
title="AI Summary"
subtitle={`Detailed filing analysis${resolvedTicker ? ` for ${resolvedTicker}` : ''}.`}
actions={(
<Button variant="secondary" onClick={() => void loadReport()} disabled={loading}>
<RefreshCcw className="size-4" />
Refresh
</Button>
)}
>
<Panel>
<div className="flex flex-wrap items-center gap-3">
<Link
href={`/analysis?ticker=${resolvedTicker}`}
className="inline-flex items-center gap-1 text-xs uppercase tracking-[0.12em] text-[color:var(--accent)] hover:text-[color:var(--accent-strong)]"
>
<ArrowLeft className="size-3" />
Back to analysis
</Link>
<Link
href={`/filings?ticker=${resolvedTicker}`}
className="inline-flex items-center gap-1 text-xs uppercase tracking-[0.12em] text-[color:var(--accent)] hover:text-[color:var(--accent-strong)]"
>
<ArrowLeft className="size-3" />
Back to filings
</Link>
</div>
</Panel>
{loading ? (
<Panel>
<p className="text-sm text-[color:var(--terminal-muted)]">Loading AI summary...</p>
</Panel>
) : null}
{!loading && error ? (
<Panel>
<p className="text-sm text-[#ffb5b5]">{error}</p>
</Panel>
) : null}
{!loading && !error && report ? (
<>
<Panel
title={`${report.companyName} (${report.ticker})`}
subtitle={`${report.filingType} filed ${formatFilingDate(report.filingDate)} · ${report.provider} / ${report.model}`}
>
<div className="grid grid-cols-1 gap-3 text-sm md:grid-cols-2 xl:grid-cols-3">
<div className="rounded-md border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2">
<p className="text-xs uppercase tracking-[0.12em] text-[color:var(--terminal-muted)]">Accession</p>
<p className="mt-1 break-all text-[color:var(--terminal-bright)]">{report.accessionNumber}</p>
</div>
<div className="rounded-md border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2">
<p className="text-xs uppercase tracking-[0.12em] text-[color:var(--terminal-muted)]">Provider</p>
<p className="mt-1 text-[color:var(--terminal-bright)]">{report.provider}</p>
</div>
<div className="rounded-md border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2">
<p className="text-xs uppercase tracking-[0.12em] text-[color:var(--terminal-muted)]">Model</p>
<p className="mt-1 text-[color:var(--terminal-bright)]">{report.model}</p>
</div>
</div>
</Panel>
<Panel title="Summary" subtitle="Full AI-generated filing analysis.">
<div className="mb-3 inline-flex items-center gap-2 rounded-md border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-2 py-1 text-xs text-[color:var(--terminal-muted)]">
<BrainCircuit className="size-3.5" />
Full text view
</div>
<p className="whitespace-pre-wrap text-sm leading-7 text-[color:var(--terminal-bright)]">
{report.summary}
</p>
</Panel>
</>
) : null}
</AppShell>
);
}

View File

@@ -1,5 +1,6 @@
'use client';
import Link from 'next/link';
import { useCallback, useEffect, useMemo, useState } from 'react';
import { Suspense } from 'react';
import { format } from 'date-fns';
@@ -300,6 +301,14 @@ function FilingsPageContent() {
<Bot className="size-3" />
Analyze
</Button>
{hasAnalysis ? (
<Link
href={`/analysis/reports/${filing.ticker}/${encodeURIComponent(filing.accession_number)}`}
className="inline-flex items-center rounded-md border border-[color:var(--line-weak)] px-2 py-1 text-xs text-[color:var(--accent)] transition hover:border-[color:var(--line-strong)] hover:text-[color:var(--accent-strong)]"
>
Open summary
</Link>
) : null}
</div>
</article>
);
@@ -350,6 +359,7 @@ function FilingsPageContent() {
</div>
</td>
<td>
<div className="flex flex-wrap items-center gap-2">
<Button
variant="ghost"
onClick={() => void triggerAnalysis(filing.accession_number)}
@@ -358,6 +368,15 @@ function FilingsPageContent() {
<Bot className="size-3" />
Analyze
</Button>
{hasAnalysis ? (
<Link
href={`/analysis/reports/${filing.ticker}/${encodeURIComponent(filing.accession_number)}`}
className="inline-flex items-center rounded-md border border-[color:var(--line-weak)] px-2 py-1 text-xs text-[color:var(--accent)] transition hover:border-[color:var(--line-strong)] hover:text-[color:var(--accent-strong)]"
>
Summary
</Link>
) : null}
</div>
</td>
</tr>
);

View File

@@ -1,6 +1,7 @@
import { edenTreaty } from '@elysiajs/eden';
import type { App } from '@/lib/server/api/app';
import type {
CompanyAiReportDetail,
CompanyAnalysis,
Filing,
Holding,
@@ -184,6 +185,13 @@ export async function getCompanyAnalysis(ticker: string) {
return await unwrapData<{ analysis: CompanyAnalysis }>(result, 'Unable to fetch company analysis');
}
export async function getCompanyAiReport(accessionNumber: string) {
const normalizedAccession = accessionNumber.trim();
const result = await client.api.analysis.reports[normalizedAccession].get();
return await unwrapData<{ report: CompanyAiReportDetail }>(result, 'Unable to fetch AI summary');
}
export async function queueFilingSync(input: { ticker: string; limit?: number }) {
const result = await client.api.filings.sync.post(input);
return await unwrapData<{ task: Task }>(result, 'Unable to queue filing sync');

View File

@@ -4,7 +4,7 @@ import { auth } from '@/lib/auth';
import { requireAuthenticatedSession } from '@/lib/server/auth-session';
import { asErrorMessage, jsonError } from '@/lib/server/http';
import { buildPortfolioSummary } from '@/lib/server/portfolio';
import { listFilingsRecords } from '@/lib/server/repos/filings';
import { getFilingByAccession, listFilingsRecords } from '@/lib/server/repos/filings';
import {
deleteHoldingByIdRecord,
listUserHoldings,
@@ -386,6 +386,47 @@ export const app = new Elysia({ prefix: '/api' })
ticker: t.String({ minLength: 1 })
})
})
.get('/analysis/reports/:accessionNumber', async ({ params }) => {
const { response } = await requireAuthenticatedSession();
if (response) {
return response;
}
const accessionNumber = params.accessionNumber?.trim() ?? '';
if (accessionNumber.length < 4) {
return jsonError('Invalid accession number');
}
const filing = await getFilingByAccession(accessionNumber);
if (!filing) {
return jsonError('AI summary not found', 404);
}
const summary = filing.analysis?.text ?? filing.analysis?.legacyInsights ?? '';
if (!summary) {
return jsonError('AI summary not found', 404);
}
return Response.json({
report: {
accessionNumber: filing.accession_number,
ticker: filing.ticker,
companyName: filing.company_name,
filingDate: filing.filing_date,
filingType: filing.filing_type,
provider: filing.analysis?.provider ?? 'unknown',
model: filing.analysis?.model ?? 'unknown',
summary,
filingUrl: filing.filing_url,
submissionUrl: filing.submission_url ?? null,
primaryDocument: filing.primary_document ?? null
}
});
}, {
params: t.Object({
accessionNumber: t.String({ minLength: 4 })
})
})
.get('/filings', async ({ query }) => {
const { response } = await requireAuthenticatedSession();
if (response) {

View File

@@ -113,6 +113,14 @@ export type CompanyAiReport = {
summary: string;
};
export type CompanyAiReportDetail = CompanyAiReport & {
ticker: string;
companyName: string;
filingUrl: string | null;
submissionUrl: string | null;
primaryDocument: string | null;
};
export type CompanyAnalysis = {
company: {
ticker: string;