Implement fiscal-style research MVP flows
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189
e2e/research-mvp.spec.ts
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189
e2e/research-mvp.spec.ts
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import { expect, test, type Page, type TestInfo } from '@playwright/test';
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import { execFileSync } from 'node:child_process';
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import { join } from 'node:path';
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const PASSWORD = 'Sup3rSecure!123';
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const E2E_DATABASE_PATH = join(process.cwd(), 'data', 'e2e.sqlite');
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test.describe.configure({ mode: 'serial' });
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function toSlug(value: string) {
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return value
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.toLowerCase()
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.replace(/[^a-z0-9]+/g, '-')
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.replace(/^-+|-+$/g, '')
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.slice(0, 48);
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}
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async function signUp(page: Page, testInfo: TestInfo) {
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const email = `playwright-research-${testInfo.workerIndex}-${toSlug(testInfo.title)}-${Date.now()}@example.com`;
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await page.goto('/auth/signup');
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await page.locator('input[autocomplete="name"]').fill('Playwright Research User');
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await page.locator('input[autocomplete="email"]').fill(email);
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await page.locator('input[autocomplete="new-password"]').first().fill(PASSWORD);
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await page.locator('input[autocomplete="new-password"]').nth(1).fill(PASSWORD);
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await page.getByRole('button', { name: 'Create account' }).click();
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await expect(page).toHaveURL(/\/$/);
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return email;
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}
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function seedFiling(input: {
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ticker: string;
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companyName: string;
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accessionNumber: string;
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filingType: '10-K' | '10-Q';
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filingDate: string;
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summary: string;
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}) {
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const now = new Date().toISOString();
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execFileSync('python3', [
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'-c',
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`
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import json
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import sqlite3
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import sys
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db_path, ticker, filing_type, filing_date, accession, company_name, now, summary = sys.argv[1:]
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connection = sqlite3.connect(db_path)
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try:
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connection.execute(
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"""
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INSERT INTO filing (
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ticker,
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filing_type,
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filing_date,
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accession_number,
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cik,
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company_name,
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filing_url,
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submission_url,
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primary_document,
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metrics,
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analysis,
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created_at,
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updated_at
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) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
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""",
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(
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ticker,
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filing_type,
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filing_date,
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accession,
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"0001045810",
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company_name,
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f"https://www.sec.gov/Archives/{accession}.htm",
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f"https://www.sec.gov/submissions/{accession}.json",
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f"{accession}.htm",
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json.dumps({
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"revenue": 61000000000,
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"netIncome": 29000000000,
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"totalAssets": 98000000000,
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"cash": 27000000000,
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"debt": 11000000000,
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}),
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json.dumps({
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"provider": "playwright",
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"model": "fixture",
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"text": summary,
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}),
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now,
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now,
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),
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)
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connection.commit()
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finally:
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connection.close()
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`,
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E2E_DATABASE_PATH,
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input.ticker,
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input.filingType,
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input.filingDate,
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input.accessionNumber,
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input.companyName,
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now,
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input.summary
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]);
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}
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test('supports the core coverage-to-research workflow', async ({ page }, testInfo) => {
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const accessionNumber = `0001045810-26-${String(Date.now()).slice(-6)}`;
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await signUp(page, testInfo);
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seedFiling({
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ticker: 'NVDA',
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companyName: 'NVIDIA Corporation',
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accessionNumber,
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filingType: '10-K',
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filingDate: '2026-02-18',
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summary: 'AI datacenter demand remained the central upside driver with expanding operating leverage.'
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});
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await page.goto('/watchlist');
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await page.getByLabel('Coverage ticker').fill('NVDA');
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await page.getByLabel('Coverage company name').fill('NVIDIA Corporation');
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await page.getByLabel('Coverage sector').fill('Technology');
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await page.getByLabel('Coverage category').fill('Core');
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await page.getByLabel('Coverage tags').fill('AI, semis');
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await page.getByRole('button', { name: 'Save coverage' }).click();
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await expect(page.getByRole('cell', { name: 'NVIDIA Corporation' })).toBeVisible();
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await page.getByLabel('NVDA status').selectOption('active');
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await expect(page.getByLabel('NVDA status')).toHaveValue('active');
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await page.getByLabel('NVDA priority').selectOption('high');
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await expect(page.getByLabel('NVDA priority')).toHaveValue('high');
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await page.getByRole('link', { name: /^Analyze/ }).first().click();
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await expect(page).toHaveURL(/\/analysis\?ticker=NVDA/);
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await expect(page.getByText('Coverage Workflow')).toBeVisible();
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await page.getByLabel('Journal title').fill('Own-the-stack moat check');
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await page.getByLabel('Journal body').fill('Monitor hyperscaler concentration, gross margin durability, and Blackwell shipment cadence.');
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await page.getByRole('button', { name: 'Save note' }).click();
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await expect(page.getByText('Own-the-stack moat check')).toBeVisible();
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await page.getByRole('link', { name: 'Open summary' }).first().click();
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await expect(page).toHaveURL(/\/analysis\/reports\/NVDA\//);
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await page.getByRole('button', { name: 'Add to journal' }).click();
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await expect(page.getByText('Saved to the company research journal.')).toBeVisible();
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await page.getByRole('link', { name: 'Back to analysis' }).click();
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await expect(page).toHaveURL(/\/analysis\?ticker=NVDA/);
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await expect(page.getByText('10-K AI memo')).toBeVisible();
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await page.getByRole('link', { name: 'Open financials' }).click();
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await expect(page).toHaveURL(/\/financials\?ticker=NVDA/);
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await page.getByRole('link', { name: 'Filings' }).first().click();
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await expect(page).toHaveURL(/\/filings\?ticker=NVDA/);
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await expect(page.getByRole('cell', { name: 'NVIDIA Corporation' })).toBeVisible();
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await expect(page.getByRole('button', { name: /journal/i }).first()).toBeVisible();
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});
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test('supports add, edit, and delete holding flows with summary refresh', async ({ page }, testInfo) => {
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await signUp(page, testInfo);
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await page.goto('/portfolio');
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await page.getByLabel('Holding ticker').fill('MSFT');
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await page.getByLabel('Holding company name').fill('Microsoft Corporation');
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await page.getByLabel('Holding shares').fill('10');
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await page.getByLabel('Holding average cost').fill('100');
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await page.getByLabel('Holding current price').fill('110');
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await page.getByRole('button', { name: 'Save holding' }).click();
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await expect(page.getByText('Microsoft Corporation')).toBeVisible();
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await expect(page.getByRole('cell', { name: '$1,100.00' })).toBeVisible();
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await page.getByRole('button', { name: /^Edit$/ }).first().click();
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await page.getByLabel('Holding company name').fill('Microsoft Corp.');
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await page.getByLabel('Holding current price').fill('120');
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await page.getByRole('button', { name: 'Update holding' }).click();
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await expect(page.getByText('Microsoft Corp.')).toBeVisible();
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await expect(page.getByRole('cell', { name: '$1,200.00' })).toBeVisible();
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await page.getByRole('button', { name: /^Delete$/ }).first().click();
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await expect(page.getByText('No holdings added yet.')).toBeVisible();
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});
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