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Add category and tags granularity to company sync flows

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francy51
2026-03-03 23:10:08 -05:00
parent 717e747869
commit 610fce8db3
12 changed files with 415 additions and 29 deletions
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15
app/analysis/page.tsx
View File

@@ -275,6 +275,21 @@ function AnalysisPageContent() {
<p className="text-xl font-semibold text-[color:var(--terminal-bright)]">{analysis?.company.companyName ?? ticker}</p>
<p className="mt-1 text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">{analysis?.company.ticker ?? ticker}</p>
<p className="mt-2 text-sm text-[color:var(--terminal-muted)]">{analysis?.company.sector ?? 'Sector unavailable'}</p>
{analysis?.company.category ? (
<p className="mt-1 text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">{analysis.company.category}</p>
) : null}
{analysis?.company.tags.length ? (
<div className="mt-2 flex flex-wrap gap-1">
{analysis.company.tags.map((tag) => (
<span
key={tag}
className="rounded border border-[color:var(--line-weak)] px-1.5 py-0.5 text-[10px] uppercase tracking-[0.12em] text-[color:var(--terminal-muted)]"
>
{tag}
</span>
))}
</div>
) : null}
</Panel>
<Panel title="Live Price">

36
app/filings/page.tsx
View File

@@ -47,6 +47,21 @@ function hasFinancialSnapshot(filing: Filing) {
return filing.filing_type === '10-K' || filing.filing_type === '10-Q';
}
function parseTagsInput(input: string) {
const unique = new Set<string>();
for (const segment of input.split(',')) {
const tag = segment.trim();
if (!tag) {
continue;
}
unique.add(tag);
}
return [...unique];
}
function asScaledFinancialSnapshot(
value: number | null | undefined,
scale: NumberScaleUnit
@@ -111,6 +126,8 @@ function FilingsPageContent() {
const [loading, setLoading] = useState(true);
const [error, setError] = useState<string | null>(null);
const [syncTickerInput, setSyncTickerInput] = useState('');
const [syncCategoryInput, setSyncCategoryInput] = useState('');
const [syncTagsInput, setSyncTagsInput] = useState('');
const [filterTickerInput, setFilterTickerInput] = useState('');
const [searchTicker, setSearchTicker] = useState('');
const [financialValueScale, setFinancialValueScale] = useState<NumberScaleUnit>('millions');
@@ -156,7 +173,12 @@ function FilingsPageContent() {
}
try {
await queueFilingSync({ ticker: syncTickerInput.trim().toUpperCase(), limit: 20 });
await queueFilingSync({
ticker: syncTickerInput.trim().toUpperCase(),
limit: 20,
category: syncCategoryInput.trim() || undefined,
tags: parseTagsInput(syncTagsInput)
});
void queryClient.invalidateQueries({ queryKey: queryKeys.recentTasks(20) });
void queryClient.invalidateQueries({ queryKey: ['filings'] });
await loadFilings(searchTicker || undefined);
@@ -227,6 +249,18 @@ function FilingsPageContent() {
placeholder="Ticker (AAPL)"
className="w-full sm:max-w-xs"
/>
<Input
value={syncCategoryInput}
onChange={(event) => setSyncCategoryInput(event.target.value)}
placeholder="Category (optional)"
className="w-full sm:max-w-xs"
/>
<Input
value={syncTagsInput}
onChange={(event) => setSyncTagsInput(event.target.value)}
placeholder="Tags (comma-separated)"
className="w-full sm:max-w-xs"
/>
<Button type="submit" className="w-full sm:w-auto">
<Download className="size-4" />
Queue sync

75
app/watchlist/page.tsx
View File

@@ -19,8 +19,25 @@ type FormState = {
ticker: string;
companyName: string;
sector: string;
category: string;
tags: string;
};
function parseTagsInput(input: string) {
const unique = new Set<string>();
for (const segment of input.split(',')) {
const tag = segment.trim();
if (!tag) {
continue;
}
unique.add(tag);
}
return [...unique];
}
export default function WatchlistPage() {
const { isPending, isAuthenticated } = useAuthGuard();
const queryClient = useQueryClient();
@@ -29,7 +46,13 @@ export default function WatchlistPage() {
const [items, setItems] = useState<WatchlistItem[]>([]);
const [loading, setLoading] = useState(true);
const [error, setError] = useState<string | null>(null);
const [form, setForm] = useState<FormState>({ ticker: '', companyName: '', sector: '' });
const [form, setForm] = useState<FormState>({
ticker: '',
companyName: '',
sector: '',
category: '',
tags: ''
});
const loadWatchlist = useCallback(async () => {
const options = watchlistQueryOptions();
@@ -63,10 +86,18 @@ export default function WatchlistPage() {
await upsertWatchlistItem({
ticker: form.ticker.toUpperCase(),
companyName: form.companyName,
sector: form.sector || undefined
sector: form.sector || undefined,
category: form.category || undefined,
tags: parseTagsInput(form.tags)
});
setForm({ ticker: '', companyName: '', sector: '' });
setForm({
ticker: '',
companyName: '',
sector: '',
category: '',
tags: ''
});
void queryClient.invalidateQueries({ queryKey: queryKeys.watchlist() });
await loadWatchlist();
} catch (err) {
@@ -74,13 +105,18 @@ export default function WatchlistPage() {
}
};
const queueSync = async (ticker: string) => {
const queueSync = async (item: WatchlistItem) => {
try {
await queueFilingSync({ ticker, limit: 20 });
await queueFilingSync({
ticker: item.ticker,
limit: 20,
category: item.category ?? undefined,
tags: item.tags.length > 0 ? item.tags : undefined
});
void queryClient.invalidateQueries({ queryKey: queryKeys.recentTasks(20) });
void queryClient.invalidateQueries({ queryKey: ['filings'] });
} catch (err) {
setError(err instanceof Error ? err.message : `Failed to queue sync for ${ticker}`);
setError(err instanceof Error ? err.message : `Failed to queue sync for ${item.ticker}`);
}
};
@@ -106,15 +142,30 @@ export default function WatchlistPage() {
<article key={item.id} className="rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-4">
<div className="flex items-start justify-between gap-3">
<div>
<p className="text-xs uppercase tracking-[0.2em] text-[color:var(--terminal-muted)]">{item.sector ?? 'Unclassified'}</p>
<p className="text-xs uppercase tracking-[0.2em] text-[color:var(--terminal-muted)]">
{item.sector ?? 'Unclassified'}
{item.category ? ` · ${item.category}` : ''}
</p>
<h3 className="mt-1 text-xl font-semibold text-[color:var(--terminal-bright)]">{item.ticker}</h3>
<p className="mt-1 text-sm text-[color:var(--terminal-muted)]">{item.company_name}</p>
{item.tags.length > 0 ? (
<div className="mt-2 flex flex-wrap gap-1">
{item.tags.map((tag) => (
<span
key={`${item.id}-${tag}`}
className="rounded border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-1.5 py-0.5 text-[10px] uppercase tracking-[0.12em] text-[color:var(--terminal-muted)]"
>
{tag}
</span>
))}
</div>
) : null}
</div>
<Eye className="size-4 text-[color:var(--accent)]" />
</div>
<div className="mt-4 flex flex-wrap items-center gap-2">
<Button variant="secondary" className="px-2 py-1 text-xs" onClick={() => void queueSync(item.ticker)}>
<Button variant="secondary" className="px-2 py-1 text-xs" onClick={() => void queueSync(item)}>
Sync filings
</Button>
<Link
@@ -172,6 +223,14 @@ export default function WatchlistPage() {
<label className="mb-1 block text-xs uppercase tracking-[0.2em] text-[color:var(--terminal-muted)]">Sector</label>
<Input value={form.sector} onChange={(event) => setForm((prev) => ({ ...prev, sector: event.target.value }))} />
</div>
<div>
<label className="mb-1 block text-xs uppercase tracking-[0.2em] text-[color:var(--terminal-muted)]">Category</label>
<Input value={form.category} onChange={(event) => setForm((prev) => ({ ...prev, category: event.target.value }))} placeholder="e.g. Core, Speculative, Watch only" />
</div>
<div>
<label className="mb-1 block text-xs uppercase tracking-[0.2em] text-[color:var(--terminal-muted)]">Tags</label>
<Input value={form.tags} onChange={(event) => setForm((prev) => ({ ...prev, tags: event.target.value }))} placeholder="Comma-separated tags" />
</div>
<Button type="submit" className="w-full">
<Plus className="size-4" />
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