Add company analysis view with financials, price history, filings, and AI reports

.gitignore

@@ -39,4 +39,11 @@ out/
 
 # Local app runtime state
 data/*.json
+data/*.sqlite
+data/*.sqlite-shm
+data/*.sqlite-wal
 .workflow-data/
+output/
+
+# Local automation/test artifacts
+.playwright-cli/

app/analysis/page.tsx

@@ -0,0 +1,303 @@
+'use client';
+
+import Link from 'next/link';
+import { Suspense, useCallback, useEffect, useMemo, useState } from 'react';
+import { format } from 'date-fns';
+import {
+  Bar,
+  BarChart,
+  CartesianGrid,
+  Legend,
+  Line,
+  LineChart,
+  ResponsiveContainer,
+  Tooltip,
+  XAxis,
+  YAxis
+} from 'recharts';
+import { BrainCircuit, ChartNoAxesCombined, RefreshCcw, Search } from 'lucide-react';
+import { useSearchParams } from 'next/navigation';
+import { AppShell } from '@/components/shell/app-shell';
+import { Button } from '@/components/ui/button';
+import { Input } from '@/components/ui/input';
+import { Panel } from '@/components/ui/panel';
+import { useAuthGuard } from '@/hooks/use-auth-guard';
+import { getCompanyAnalysis } from '@/lib/api';
+import { asNumber, formatCompactCurrency, formatCurrency, formatPercent } from '@/lib/format';
+import type { CompanyAnalysis } from '@/lib/types';
+
+function formatShortDate(value: string) {
+  return format(new Date(value), 'MMM yyyy');
+}
+
+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>}>
+      <AnalysisPageContent />
+    </Suspense>
+  );
+}
+
+function AnalysisPageContent() {
+  const { isPending, isAuthenticated } = useAuthGuard();
+  const searchParams = useSearchParams();
+
+  const [tickerInput, setTickerInput] = useState('MSFT');
+  const [ticker, setTicker] = useState('MSFT');
+  const [analysis, setAnalysis] = useState<CompanyAnalysis | null>(null);
+  const [loading, setLoading] = useState(true);
+  const [error, setError] = useState<string | null>(null);
+
+  useEffect(() => {
+    const fromQuery = searchParams.get('ticker');
+    if (!fromQuery) {
+      return;
+    }
+
+    const normalized = fromQuery.trim().toUpperCase();
+    if (!normalized) {
+      return;
+    }
+
+    setTickerInput(normalized);
+    setTicker(normalized);
+  }, [searchParams]);
+
+  const loadAnalysis = useCallback(async (symbol: string) => {
+    setLoading(true);
+    setError(null);
+
+    try {
+      const response = await getCompanyAnalysis(symbol);
+      setAnalysis(response.analysis);
+    } catch (err) {
+      setError(err instanceof Error ? err.message : 'Unable to load company analysis');
+      setAnalysis(null);
+    } finally {
+      setLoading(false);
+    }
+  }, []);
+
+  useEffect(() => {
+    if (!isPending && isAuthenticated) {
+      void loadAnalysis(ticker);
+    }
+  }, [isPending, isAuthenticated, ticker, loadAnalysis]);
+
+  const priceSeries = useMemo(() => {
+    return (analysis?.priceHistory ?? []).map((point) => ({
+      ...point,
+      label: formatShortDate(point.date)
+    }));
+  }, [analysis?.priceHistory]);
+
+  const financialSeries = useMemo(() => {
+    return (analysis?.financials ?? [])
+      .slice()
+      .reverse()
+      .map((item) => ({
+        label: formatShortDate(item.filingDate),
+        revenue: item.revenue,
+        netIncome: item.netIncome,
+        assets: item.totalAssets
+      }));
+  }, [analysis?.financials]);
+
+  if (isPending || !isAuthenticated) {
+    return <div className="flex min-h-screen items-center justify-center text-sm text-[color:var(--terminal-muted)]">Loading analysis desk...</div>;
+  }
+
+  return (
+    <AppShell
+      title="Company Analysis"
+      subtitle="Research a single ticker across pricing, reported financials, filings, and generated AI reports."
+      actions={(
+        <Button variant="secondary" onClick={() => void loadAnalysis(ticker)}>
+          <RefreshCcw className="size-4" />
+          Refresh
+        </Button>
+      )}
+    >
+      <Panel title="Search Company" subtitle="Enter a ticker symbol to load the latest analysis view.">
+        <form
+          className="flex flex-wrap items-center gap-3"
+          onSubmit={(event) => {
+            event.preventDefault();
+            const normalized = tickerInput.trim().toUpperCase();
+            if (!normalized) {
+              return;
+            }
+            setTicker(normalized);
+          }}
+        >
+          <Input
+            value={tickerInput}
+            onChange={(event) => setTickerInput(event.target.value.toUpperCase())}
+            placeholder="Ticker (AAPL)"
+            className="max-w-xs"
+          />
+          <Button type="submit">
+            <Search className="size-4" />
+            Analyze
+          </Button>
+          {analysis ? (
+            <Link href={`/filings?ticker=${analysis.company.ticker}`} className="text-sm text-[color:var(--accent)] hover:text-[color:var(--accent-strong)]">
+              Open filing stream
+            </Link>
+          ) : null}
+        </form>
+      </Panel>
+
+      {error ? (
+        <Panel>
+          <p className="text-sm text-[#ffb5b5]">{error}</p>
+        </Panel>
+      ) : null}
+
+      <div className="grid grid-cols-1 gap-4 md:grid-cols-2 xl:grid-cols-4">
+        <Panel title="Company">
+          <p className="text-xl font-semibold text-[color:var(--terminal-bright)]">{analysis?.company.companyName ?? ticker}</p>
+          <p className="mt-1 text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">{analysis?.company.ticker ?? ticker}</p>
+          <p className="mt-2 text-sm text-[color:var(--terminal-muted)]">{analysis?.company.sector ?? 'Sector unavailable'}</p>
+        </Panel>
+
+        <Panel title="Live Price">
+          <p className="text-3xl font-semibold text-[color:var(--terminal-bright)]">{formatCurrency(analysis?.quote ?? 0)}</p>
+          <p className="mt-2 text-sm text-[color:var(--terminal-muted)]">CIK {analysis?.company.cik ?? 'n/a'}</p>
+        </Panel>
+
+        <Panel title="Position Value">
+          <p className="text-3xl font-semibold text-[color:var(--terminal-bright)]">{formatCurrency(analysis?.position?.market_value)}</p>
+          <p className="mt-2 text-sm text-[color:var(--terminal-muted)]">{analysis?.position ? `${asNumber(analysis.position.shares).toLocaleString()} shares` : 'Not held in portfolio'}</p>
+        </Panel>
+
+        <Panel title="Position P&L">
+          <p className={`text-3xl font-semibold ${asNumber(analysis?.position?.gain_loss) >= 0 ? 'text-[#96f5bf]' : 'text-[#ff9f9f]'}`}>
+            {formatCurrency(analysis?.position?.gain_loss)}
+          </p>
+          <p className="mt-2 text-sm text-[color:var(--terminal-muted)]">{formatPercent(analysis?.position?.gain_loss_pct)}</p>
+        </Panel>
+      </div>
+
+      <div className="grid grid-cols-1 gap-6 xl:grid-cols-2">
+        <Panel title="Price History" subtitle="Weekly close over the last year.">
+          {loading ? (
+            <p className="text-sm text-[color:var(--terminal-muted)]">Loading price history...</p>
+          ) : priceSeries.length === 0 ? (
+            <p className="text-sm text-[color:var(--terminal-muted)]">No price history available.</p>
+          ) : (
+            <div className="h-[320px]">
+              <ResponsiveContainer width="100%" height="100%">
+                <LineChart data={priceSeries}>
+                  <CartesianGrid strokeDasharray="2 2" stroke="rgba(126, 217, 255, 0.2)" />
+                  <XAxis dataKey="label" minTickGap={32} stroke="#8cb6c5" fontSize={12} />
+                  <YAxis stroke="#8cb6c5" fontSize={12} tickFormatter={(value: number) => `$${value.toFixed(0)}`} />
+                  <Tooltip formatter={(value: number | string | undefined) => formatCurrency(value)} />
+                  <Line type="monotone" dataKey="close" stroke="#68ffd5" strokeWidth={2} dot={false} />
+                </LineChart>
+              </ResponsiveContainer>
+            </div>
+          )}
+        </Panel>
+
+        <Panel title="Financial Trend" subtitle="Filing snapshots for revenue, net income, and assets.">
+          {loading ? (
+            <p className="text-sm text-[color:var(--terminal-muted)]">Loading financials...</p>
+          ) : financialSeries.length === 0 ? (
+            <p className="text-sm text-[color:var(--terminal-muted)]">No parsed filing metrics yet.</p>
+          ) : (
+            <div className="h-[320px]">
+              <ResponsiveContainer width="100%" height="100%">
+                <BarChart data={financialSeries}>
+                  <CartesianGrid strokeDasharray="2 2" stroke="rgba(126, 217, 255, 0.2)" />
+                  <XAxis dataKey="label" minTickGap={20} stroke="#8cb6c5" fontSize={12} />
+                  <YAxis stroke="#8cb6c5" fontSize={12} tickFormatter={(value: number) => `$${Math.round(value / 1_000_000_000)}B`} />
+                  <Tooltip formatter={(value: number | string | undefined) => formatCompactCurrency(value)} />
+                  <Legend />
+                  <Bar dataKey="revenue" name="Revenue" fill="#68ffd5" radius={[4, 4, 0, 0]} />
+                  <Bar dataKey="netIncome" name="Net Income" fill="#5fd3ff" radius={[4, 4, 0, 0]} />
+                  <Bar dataKey="assets" name="Total Assets" fill="#9ac7ff" radius={[4, 4, 0, 0]} />
+                </BarChart>
+              </ResponsiveContainer>
+            </div>
+          )}
+        </Panel>
+      </div>
+
+      <Panel title="Filings" subtitle={`${analysis?.filings.length ?? 0} recent SEC records loaded.`}>
+        {loading ? (
+          <p className="text-sm text-[color:var(--terminal-muted)]">Loading filings...</p>
+        ) : !analysis || analysis.filings.length === 0 ? (
+          <p className="text-sm text-[color:var(--terminal-muted)]">No filings available for this ticker.</p>
+        ) : (
+          <div className="overflow-x-auto">
+            <table className="data-table min-w-[860px]">
+              <thead>
+                <tr>
+                  <th>Filed</th>
+                  <th>Type</th>
+                  <th>Revenue</th>
+                  <th>Net Income</th>
+                  <th>Assets</th>
+                  <th>Document</th>
+                </tr>
+              </thead>
+              <tbody>
+                {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_url ? (
+                        <a href={filing.filing_url} target="_blank" rel="noreferrer" className="text-xs text-[color:var(--accent)] hover:text-[color:var(--accent-strong)]">
+                          SEC filing
+                        </a>
+                      ) : (
+                        'n/a'
+                      )}
+                    </td>
+                  </tr>
+                ))}
+              </tbody>
+            </table>
+          </div>
+        )}
+      </Panel>
+
+      <Panel title="AI Reports" subtitle="Generated filing analyses for this company.">
+        {loading ? (
+          <p className="text-sm text-[color:var(--terminal-muted)]">Loading AI reports...</p>
+        ) : !analysis || analysis.aiReports.length === 0 ? (
+          <p className="text-sm text-[color:var(--terminal-muted)]">No AI reports generated yet. Run filing analysis from the filings stream.</p>
+        ) : (
+          <div className="grid grid-cols-1 gap-3 lg:grid-cols-2">
+            {analysis.aiReports.map((report) => (
+              <article key={report.accessionNumber} 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-[0.16em] text-[color:var(--terminal-muted)]">
+                      {report.filingType} · {format(new Date(report.filingDate), 'MMM dd, yyyy')}
+                    </p>
+                    <h4 className="mt-1 text-sm font-semibold text-[color:var(--terminal-bright)]">{report.provider} / {report.model}</h4>
+                  </div>
+                  <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>
+              </article>
+            ))}
+          </div>
+        )}
+      </Panel>
+
+      <Panel>
+        <div className="flex items-center gap-2 text-xs uppercase tracking-[0.24em] text-[color:var(--terminal-muted)]">
+          <ChartNoAxesCombined className="size-4" />
+          Analysis scope: price + filings + ai synthesis
+        </div>
+      </Panel>
+    </AppShell>
+  );
+}

app/page.tsx

@@ -202,7 +202,11 @@ export default function CommandCenterPage() {
       </div>
 
       <Panel title="Quick Links" subtitle="Feature modules">
-        <div className="grid grid-cols-1 gap-3 md:grid-cols-3">
+        <div className="grid grid-cols-1 gap-3 md:grid-cols-4">
+          <Link className="rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-4 transition hover:border-[color:var(--line-strong)] hover:bg-[color:var(--panel-bright)]" href="/analysis">
+            <p className="panel-heading text-xs uppercase text-[color:var(--terminal-muted)]">Analysis</p>
+            <p className="mt-2 text-sm text-[color:var(--terminal-bright)]">Inspect one company across prices, filings, financials, and AI reports.</p>
+          </Link>
           <Link className="rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-4 transition hover:border-[color:var(--line-strong)] hover:bg-[color:var(--panel-bright)]" href="/filings">
             <p className="panel-heading text-xs uppercase text-[color:var(--terminal-muted)]">Filings</p>
             <p className="mt-2 text-sm text-[color:var(--terminal-bright)]">Sync SEC filings and trigger AI memo analysis.</p>

app/watchlist/page.tsx

@@ -133,6 +133,13 @@ export default function WatchlistPage() {
                       Open stream
                       <ArrowRight className="size-3" />
                     </Link>
+                    <Link
+                      href={`/analysis?ticker=${item.ticker}`}
+                      className="inline-flex items-center gap-1 text-xs text-[color:var(--accent)] hover:text-[color:var(--accent-strong)]"
+                    >
+                      Analyze
+                      <ArrowRight className="size-3" />
+                    </Link>
                     <Button
                       variant="danger"
                       className="ml-auto px-2 py-1 text-xs"

components/shell/app-shell.tsx

@@ -3,7 +3,7 @@
 import Link from 'next/link';
 import { usePathname, useRouter } from 'next/navigation';
 import { useState } from 'react';
-import { Activity, BookOpenText, ChartCandlestick, Eye, LogOut } from 'lucide-react';
+import { Activity, BookOpenText, ChartCandlestick, Eye, LineChart, LogOut } from 'lucide-react';
 import { authClient } from '@/lib/auth-client';
 import { Button } from '@/components/ui/button';
 import { cn } from '@/lib/utils';
@@ -17,6 +17,7 @@ type AppShellProps = {
 
 const NAV_ITEMS = [
   { href: '/', label: 'Command Center', icon: Activity },
+  { href: '/analysis', label: 'Company Analysis', icon: LineChart },
   { href: '/filings', label: 'Filings Stream', icon: BookOpenText },
   { href: '/portfolio', label: 'Portfolio Matrix', icon: ChartCandlestick },
   { href: '/watchlist', label: 'Watchlist', icon: Eye }

lib/api.ts

@@ -1,6 +1,7 @@
 import { edenTreaty } from '@elysiajs/eden';
 import type { App } from '@/lib/server/api/app';
 import type {
+  CompanyAnalysis,
   Filing,
   Holding,
   PortfolioInsight,
@@ -173,6 +174,16 @@ export async function listFilings(query?: { ticker?: string; limit?: number }) {
   return await unwrapData<{ filings: Filing[] }>(result, 'Unable to fetch filings');
 }
 
+export async function getCompanyAnalysis(ticker: string) {
+  const result = await client.api.analysis.company.get({
+    $query: {
+      ticker: ticker.trim().toUpperCase()
+    }
+  });
+
+  return await unwrapData<{ analysis: CompanyAnalysis }>(result, 'Unable to fetch company analysis');
+}
+
 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');

lib/server/api/app.ts

@@ -17,6 +17,7 @@ import {
   listWatchlistItems,
   upsertWatchlistItemRecord
 } from '@/lib/server/repos/watchlist';
+import { getPriceHistory, getQuote } from '@/lib/server/prices';
 import {
   enqueueTask,
   getTaskById,
@@ -313,6 +314,78 @@ export const app = new Elysia({ prefix: '/api' })
 
     return Response.json({ insight });
   })
+  .get('/analysis/company', async ({ query }) => {
+    const { session, response } = await requireAuthenticatedSession();
+    if (response) {
+      return response;
+    }
+
+    const ticker = typeof query.ticker === 'string' ? query.ticker.trim().toUpperCase() : '';
+    if (!ticker) {
+      return jsonError('ticker is required');
+    }
+
+    const [filings, holdings, watchlist, liveQuote, priceHistory] = await Promise.all([
+      listFilingsRecords({ ticker, limit: 40 }),
+      listUserHoldings(session.user.id),
+      listWatchlistItems(session.user.id),
+      getQuote(ticker),
+      getPriceHistory(ticker)
+    ]);
+
+    const latestFiling = filings[0] ?? null;
+    const holding = holdings.find((entry) => entry.ticker === ticker) ?? null;
+    const watchlistItem = watchlist.find((entry) => entry.ticker === ticker) ?? null;
+
+    const companyName = latestFiling?.company_name
+      ?? watchlistItem?.company_name
+      ?? ticker;
+
+    const financials = filings
+      .filter((entry) => entry.metrics)
+      .map((entry) => ({
+        filingDate: entry.filing_date,
+        filingType: entry.filing_type,
+        revenue: entry.metrics?.revenue ?? null,
+        netIncome: entry.metrics?.netIncome ?? null,
+        totalAssets: entry.metrics?.totalAssets ?? null,
+        cash: entry.metrics?.cash ?? null,
+        debt: entry.metrics?.debt ?? null
+      }));
+
+    const aiReports = filings
+      .filter((entry) => entry.analysis?.text || entry.analysis?.legacyInsights)
+      .slice(0, 8)
+      .map((entry) => ({
+        accessionNumber: entry.accession_number,
+        filingDate: entry.filing_date,
+        filingType: entry.filing_type,
+        provider: entry.analysis?.provider ?? 'unknown',
+        model: entry.analysis?.model ?? 'unknown',
+        summary: entry.analysis?.text ?? entry.analysis?.legacyInsights ?? ''
+      }));
+
+    return Response.json({
+      analysis: {
+        company: {
+          ticker,
+          companyName,
+          sector: watchlistItem?.sector ?? null,
+          cik: latestFiling?.cik ?? null
+        },
+        quote: liveQuote,
+        position: holding,
+        priceHistory,
+        financials,
+        filings: filings.slice(0, 20),
+        aiReports
+      }
+    });
+  }, {
+    query: t.Object({
+      ticker: t.String({ minLength: 1 })
+    })
+  })
   .get('/filings', async ({ query }) => {
     const { response } = await requireAuthenticatedSession();
     if (response) {

lib/server/prices.ts

@@ -42,3 +42,73 @@ export async function getQuote(ticker: string): Promise<number> {
     return fallbackQuote(normalizedTicker);
   }
 }
+
+export async function getPriceHistory(ticker: string): Promise<Array<{ date: string; close: number }>> {
+  const normalizedTicker = ticker.trim().toUpperCase();
+
+  try {
+    const response = await fetch(`${YAHOO_BASE}/${normalizedTicker}?interval=1wk&range=1y`, {
+      headers: {
+        'User-Agent': 'Mozilla/5.0 (compatible; FiscalClone/3.0)'
+      },
+      cache: 'no-store'
+    });
+
+    if (!response.ok) {
+      throw new Error('Quote history unavailable');
+    }
+
+    const payload = await response.json() as {
+      chart?: {
+        result?: Array<{
+          timestamp?: number[];
+          indicators?: {
+            quote?: Array<{
+              close?: Array<number | null>;
+            }>;
+          };
+        }>;
+      };
+    };
+
+    const result = payload.chart?.result?.[0];
+    const timestamps = result?.timestamp ?? [];
+    const closes = result?.indicators?.quote?.[0]?.close ?? [];
+
+    const points = timestamps
+      .map((timestamp, index) => {
+        const close = closes[index];
+        if (typeof close !== 'number' || !Number.isFinite(close)) {
+          return null;
+        }
+
+        return {
+          date: new Date(timestamp * 1000).toISOString(),
+          close
+        };
+      })
+      .filter((entry): entry is { date: string; close: number } => entry !== null);
+
+    if (points.length > 0) {
+      return points;
+    }
+  } catch {
+    // fall through to deterministic synthetic history
+  }
+
+  const now = Date.now();
+  const base = fallbackQuote(normalizedTicker);
+
+  return Array.from({ length: 26 }, (_, index) => {
+    const step = 25 - index;
+    const date = new Date(now - step * 14 * 24 * 60 * 60 * 1000).toISOString();
+    const wave = Math.sin(index / 3.5) * 0.05;
+    const trend = (index - 13) * 0.006;
+    const close = Math.max(base * (1 + wave + trend), 1);
+
+    return {
+      date,
+      close: Number(close.toFixed(2))
+    };
+  });
+}

lib/types.ts

@@ -93,3 +93,37 @@ export type PortfolioInsight = {
   content: string;
   created_at: string;
 };
+
+export type CompanyFinancialPoint = {
+  filingDate: string;
+  filingType: Filing['filing_type'];
+  revenue: number | null;
+  netIncome: number | null;
+  totalAssets: number | null;
+  cash: number | null;
+  debt: number | null;
+};
+
+export type CompanyAiReport = {
+  accessionNumber: string;
+  filingDate: string;
+  filingType: Filing['filing_type'];
+  provider: string;
+  model: string;
+  summary: string;
+};
+
+export type CompanyAnalysis = {
+  company: {
+    ticker: string;
+    companyName: string;
+    sector: string | null;
+    cik: string | null;
+  };
+  quote: number;
+  position: Holding | null;
+  priceHistory: Array<{ date: string; close: number }>;
+  financials: CompanyFinancialPoint[];
+  filings: Filing[];
+  aiReports: CompanyAiReport[];
+};