Francy51/Neon-Desk
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Add research workspace and graphing flows

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francy51
2026-03-07 16:52:35 -05:00
parent db01f207a5
commit 62bacdf104
37 changed files with 5494 additions and 434 deletions
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34
app/filings/page.tsx
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@@ -14,7 +14,7 @@ import { Input } from '@/components/ui/input';
import { useAuthGuard } from '@/hooks/use-auth-guard';
import { useLinkPrefetch } from '@/hooks/use-link-prefetch';
import {
createResearchJournalEntry,
createResearchArtifact,
queueFilingAnalysis,
queueFilingSync
} from '@/lib/api';
@@ -202,27 +202,39 @@ function FilingsPageContent() {
}
};
const addToJournal = async (filing: Filing) => {
const saveToLibrary = async (filing: Filing) => {
try {
await createResearchJournalEntry({
await createResearchArtifact({
ticker: filing.ticker,
kind: 'filing',
source: 'system',
subtype: 'filing_snapshot',
accessionNumber: filing.accession_number,
entryType: 'filing_note',
title: `${filing.filing_type} filing note`,
title: `${filing.filing_type} filing snapshot`,
summary: filing.analysis?.text ?? filing.analysis?.legacyInsights ?? `Captured filing ${filing.accession_number}.`,
bodyMarkdown: [
`Captured filing note for ${filing.company_name} (${filing.ticker}).`,
`Filed: ${formatFilingDate(filing.filing_date)}`,
`Accession: ${filing.accession_number}`,
'',
filing.analysis?.text ?? filing.analysis?.legacyInsights ?? 'Follow up on this filing from the stream.'
].join('\n')
].join('\n'),
metadata: {
filingType: filing.filing_type,
filingDate: filing.filing_date,
filingUrl: filing.filing_url,
submissionUrl: filing.submission_url ?? null,
primaryDocument: filing.primary_document ?? null
}
});
void queryClient.invalidateQueries({ queryKey: queryKeys.researchWorkspace(filing.ticker) });
void queryClient.invalidateQueries({ queryKey: queryKeys.researchPacket(filing.ticker) });
void queryClient.invalidateQueries({ queryKey: queryKeys.researchJournal(filing.ticker) });
void queryClient.invalidateQueries({ queryKey: queryKeys.companyAnalysis(filing.ticker) });
void queryClient.invalidateQueries({ queryKey: queryKeys.watchlist() });
setActionNotice(`Saved ${filing.accession_number} to the ${filing.ticker} journal.`);
setActionNotice(`Saved ${filing.accession_number} to the ${filing.ticker} research library.`);
} catch (err) {
setError(err instanceof Error ? err.message : 'Failed to add filing to journal');
setError(err instanceof Error ? err.message : 'Failed to save filing to library');
}
};
@@ -411,11 +423,11 @@ function FilingsPageContent() {
</Button>
<Button
variant="ghost"
onClick={() => void addToJournal(filing)}
onClick={() => void saveToLibrary(filing)}
className="px-2 py-1 text-xs"
>
<NotebookPen className="size-3" />
Add to journal
Save to library
</Button>
{hasAnalysis ? (
<Link
@@ -489,7 +501,7 @@ function FilingsPageContent() {
</Button>
<Button
variant="ghost"
onClick={() => void addToJournal(filing)}
onClick={() => void saveToLibrary(filing)}
className="px-2 py-1 text-xs"
>
<NotebookPen className="size-3" />