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Prioritize SEC financials for 10-K/10-Q and keep other filings qualitative

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francy51
2026-03-01 00:37:47 -05:00
parent 953d7c0099
commit 2a5b548d89
11 changed files with 773 additions and 149 deletions
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14
app/analysis/page.tsx
View File

@@ -30,6 +30,10 @@ function formatShortDate(value: string) {
return format(new Date(value), 'MMM yyyy');
}
function hasFinancialSnapshot(filingType: CompanyAnalysis['filings'][number]['filing_type']) {
return filingType === '10-K' || filingType === '10-Q';
}
export default function AnalysisPage() {
return (
<Suspense fallback={<div className="flex min-h-screen items-center justify-center text-sm text-[color:var(--terminal-muted)]">Loading analysis desk...</div>}>
@@ -110,7 +114,7 @@ function AnalysisPageContent() {
return (
<AppShell
title="Company Analysis"
subtitle="Research a single ticker across pricing, reported financials, filings, and generated AI reports."
subtitle="Research a single ticker across pricing, 10-K/10-Q financials, qualitative filings, and generated AI reports."
actions={(
<Button variant="secondary" onClick={() => void loadAnalysis(ticker)}>
<RefreshCcw className="size-4" />
@@ -246,10 +250,10 @@ function AnalysisPageContent() {
{analysis.filings.map((filing) => (
<tr key={filing.accession_number}>
<td>{format(new Date(filing.filing_date), 'MMM dd, yyyy')}</td>
<td>{filing.filing_type}</td>
<td>{filing.metrics?.revenue ? formatCompactCurrency(filing.metrics.revenue) : 'n/a'}</td>
<td>{filing.metrics?.netIncome ? formatCompactCurrency(filing.metrics.netIncome) : 'n/a'}</td>
<td>{filing.metrics?.totalAssets ? formatCompactCurrency(filing.metrics.totalAssets) : 'n/a'}</td>
<td>{filing.filing_type}{hasFinancialSnapshot(filing.filing_type) ? '' : ' (Qualitative)'}</td>
<td>{hasFinancialSnapshot(filing.filing_type) ? (filing.metrics?.revenue ? formatCompactCurrency(filing.metrics.revenue) : 'n/a') : 'qualitative only'}</td>
<td>{hasFinancialSnapshot(filing.filing_type) ? (filing.metrics?.netIncome ? formatCompactCurrency(filing.metrics.netIncome) : 'n/a') : 'qualitative only'}</td>
<td>{hasFinancialSnapshot(filing.filing_type) ? (filing.metrics?.totalAssets ? formatCompactCurrency(filing.metrics.totalAssets) : 'n/a') : 'qualitative only'}</td>
<td>
{filing.filing_url ? (
<a href={filing.filing_url} target="_blank" rel="noreferrer" className="text-xs text-[color:var(--accent)] hover:text-[color:var(--accent-strong)]">

16
app/filings/page.tsx
View File

@@ -35,6 +35,10 @@ function formatFilingDate(value: string) {
return format(date, 'MMM dd, yyyy');
}
function hasFinancialSnapshot(filing: Filing) {
return filing.filing_type === '10-K' || filing.filing_type === '10-Q';
}
function resolveOriginalFilingUrl(filing: Filing) {
if (filing.filing_url) {
return filing.filing_url;
@@ -171,7 +175,7 @@ function FilingsPageContent() {
return (
<AppShell
title="Filings Stream"
subtitle="Sync SEC submissions and generate AI red-flag analysis asynchronously."
subtitle="Sync SEC submissions, keep 10-K/10-Q financial snapshots, and analyze qualitative signals from other forms."
actions={(
<Button variant="secondary" className="w-full sm:w-auto" onClick={() => void loadFilings(searchTicker || undefined)}>
<TimerReset className="size-4" />
@@ -254,6 +258,7 @@ function FilingsPageContent() {
<div className="space-y-3">
<div className="space-y-3 lg:hidden">
{filings.map((filing) => {
const financialForm = hasFinancialSnapshot(filing);
const revenue = filing.metrics?.revenue;
const hasAnalysis = Boolean(filing.analysis?.text || filing.analysis?.legacyInsights);
const originalFilingUrl = resolveOriginalFilingUrl(filing);
@@ -275,8 +280,10 @@ function FilingsPageContent() {
<dl className="mt-3 grid grid-cols-1 gap-2 text-xs sm:grid-cols-2">
<div className="rounded-md border border-[color:var(--line-weak)] px-2 py-1.5">
<dt className="text-[color:var(--terminal-muted)]">Revenue Snapshot</dt>
<dd className="mt-1 text-[color:var(--terminal-bright)]">{revenue ? formatCompactCurrency(revenue) : 'n/a'}</dd>
<dt className="text-[color:var(--terminal-muted)]">Financial Snapshot</dt>
<dd className="mt-1 text-[color:var(--terminal-bright)]">
{financialForm ? (revenue ? formatCompactCurrency(revenue) : 'n/a') : 'Qualitative filing'}
</dd>
</div>
<div className="rounded-md border border-[color:var(--line-weak)] px-2 py-1.5">
<dt className="text-[color:var(--terminal-muted)]">Accession</dt>
@@ -331,6 +338,7 @@ function FilingsPageContent() {
</thead>
<tbody>
{filings.map((filing) => {
const financialForm = hasFinancialSnapshot(filing);
const revenue = filing.metrics?.revenue;
const hasAnalysis = Boolean(filing.analysis?.text || filing.analysis?.legacyInsights);
const originalFilingUrl = resolveOriginalFilingUrl(filing);
@@ -343,7 +351,7 @@ function FilingsPageContent() {
</td>
<td>{filing.filing_type}</td>
<td>{formatFilingDate(filing.filing_date)}</td>
<td>{revenue ? formatCompactCurrency(revenue) : 'n/a'}</td>
<td>{financialForm ? (revenue ? formatCompactCurrency(revenue) : 'n/a') : 'Qualitative filing'}</td>
<td className="max-w-[18rem]">{filing.company_name}</td>
<td>{hasAnalysis ? 'Ready' : 'Not generated'}</td>
<td>

4
app/financials/page.tsx
View File

@@ -220,7 +220,7 @@ function FinancialsPageContent() {
return (
<AppShell
title="Financials"
subtitle="Explore filing-derived fundamentals, profitability, and balance sheet dynamics by ticker."
subtitle="Explore 10-K and 10-Q fundamentals, profitability, and balance sheet dynamics by ticker."
actions={(
<Button variant="secondary" onClick={() => void loadFinancials(ticker)}>
<RefreshCcw className="size-4" />
@@ -228,7 +228,7 @@ function FinancialsPageContent() {
</Button>
)}
>
<Panel title="Company Selector" subtitle="Load the latest financial statement trend available in your filings index.">
<Panel title="Company Selector" subtitle="Load the latest 10-K / 10-Q financial statement trend available in your filings index.">
<form
className="flex flex-wrap items-center gap-3"
onSubmit={(event) => {