Replace financial trend chart with financial table

This commit is contained in:
2026-03-01 18:48:59 -05:00
parent 75408f8559
commit 856af03b39

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@@ -4,10 +4,7 @@ import Link from 'next/link';
import { Suspense, useCallback, useEffect, useMemo, useState } from 'react'; import { Suspense, useCallback, useEffect, useMemo, useState } from 'react';
import { format } from 'date-fns'; import { format } from 'date-fns';
import { import {
Bar,
BarChart,
CartesianGrid, CartesianGrid,
Legend,
Line, Line,
LineChart, LineChart,
ResponsiveContainer, ResponsiveContainer,
@@ -29,12 +26,13 @@ import type { CompanyAnalysis } from '@/lib/types';
type FinancialPeriodFilter = 'quarterlyAndFiscalYearEnd' | 'quarterlyOnly' | 'fiscalYearEndOnly'; type FinancialPeriodFilter = 'quarterlyAndFiscalYearEnd' | 'quarterlyOnly' | 'fiscalYearEndOnly';
type FinancialSeriesPoint = { type FinancialSeriesPoint = {
label: string; filingDate: string;
filingType: '10-K' | '10-Q'; filingType: '10-K' | '10-Q';
periodLabel: 'Quarter End' | 'Fiscal Year End'; periodLabel: 'Quarter End' | 'Fiscal Year End';
revenue: number | null; revenue: number | null;
netIncome: number | null; netIncome: number | null;
assets: number | null; assets: number | null;
netMargin: number | null;
}; };
const FINANCIAL_PERIOD_FILTER_OPTIONS: Array<{ value: FinancialPeriodFilter; label: string }> = [ const FINANCIAL_PERIOD_FILTER_OPTIONS: Array<{ value: FinancialPeriodFilter; label: string }> = [
@@ -47,6 +45,18 @@ function formatShortDate(value: string) {
return format(new Date(value), 'MMM yyyy'); return format(new Date(value), 'MMM yyyy');
} }
function formatLongDate(value: string) {
return format(new Date(value), 'MMM dd, yyyy');
}
function ratioPercent(numerator: number | null, denominator: number | null) {
if (numerator === null || denominator === null || denominator === 0) {
return null;
}
return (numerator / denominator) * 100;
}
function isFinancialSnapshotForm( function isFinancialSnapshotForm(
filingType: CompanyAnalysis['filings'][number]['filing_type'] filingType: CompanyAnalysis['filings'][number]['filing_type']
): filingType is '10-K' | '10-Q' { ): filingType is '10-K' | '10-Q' {
@@ -135,12 +145,13 @@ function AnalysisPageContent() {
.slice() .slice()
.sort((a, b) => Date.parse(a.filingDate) - Date.parse(b.filingDate)) .sort((a, b) => Date.parse(a.filingDate) - Date.parse(b.filingDate))
.map((item) => ({ .map((item) => ({
label: formatShortDate(item.filingDate), filingDate: item.filingDate,
filingType: item.filingType, filingType: item.filingType,
periodLabel: item.filingType === '10-Q' ? 'Quarter End' : 'Fiscal Year End', periodLabel: item.filingType === '10-Q' ? 'Quarter End' : 'Fiscal Year End',
revenue: item.revenue, revenue: item.revenue,
netIncome: item.netIncome, netIncome: item.netIncome,
assets: item.totalAssets assets: item.totalAssets,
netMargin: ratioPercent(item.netIncome ?? null, item.revenue ?? null)
})); }));
}, [analysis?.financials]); }, [analysis?.financials]);
@@ -250,8 +261,8 @@ function AnalysisPageContent() {
</Panel> </Panel>
<Panel <Panel
title="Financial Trend" title="Financial Table"
subtitle="Quarter-end (10-Q) and fiscal-year-end (10-K) snapshots for revenue, net income, and assets." subtitle="Quarter-end (10-Q) and fiscal-year-end (10-K) snapshots for revenue, net income, assets, and margin."
actions={( actions={(
<div className="flex flex-wrap justify-end gap-2"> <div className="flex flex-wrap justify-end gap-2">
{FINANCIAL_PERIOD_FILTER_OPTIONS.map((option) => ( {FINANCIAL_PERIOD_FILTER_OPTIONS.map((option) => (
@@ -271,21 +282,37 @@ function AnalysisPageContent() {
{loading ? ( {loading ? (
<p className="text-sm text-[color:var(--terminal-muted)]">Loading financials...</p> <p className="text-sm text-[color:var(--terminal-muted)]">Loading financials...</p>
) : filteredFinancialSeries.length === 0 ? ( ) : filteredFinancialSeries.length === 0 ? (
<p className="text-sm text-[color:var(--terminal-muted)]">No filing metrics match the selected period filter.</p> <p className="text-sm text-[color:var(--terminal-muted)]">No financial rows match the selected period filter.</p>
) : ( ) : (
<div className="h-[320px]"> <div className="overflow-x-auto">
<ResponsiveContainer width="100%" height="100%"> <table className="data-table min-w-[820px]">
<BarChart data={filteredFinancialSeries}> <thead>
<CartesianGrid strokeDasharray="2 2" stroke="rgba(126, 217, 255, 0.2)" /> <tr>
<XAxis dataKey="label" minTickGap={20} stroke="#8cb6c5" fontSize={12} /> <th>Filed</th>
<YAxis stroke="#8cb6c5" fontSize={12} tickFormatter={(value: number) => `$${Math.round(value / 1_000_000_000)}B`} /> <th>Period</th>
<Tooltip formatter={(value: number | string | undefined) => formatCompactCurrency(value)} /> <th>Form</th>
<Legend /> <th>Revenue</th>
<Bar dataKey="revenue" name="Revenue" fill="#68ffd5" radius={[4, 4, 0, 0]} /> <th>Net Income</th>
<Bar dataKey="netIncome" name="Net Income" fill="#5fd3ff" radius={[4, 4, 0, 0]} /> <th>Assets</th>
<Bar dataKey="assets" name="Total Assets" fill="#9ac7ff" radius={[4, 4, 0, 0]} /> <th>Net Margin</th>
</BarChart> </tr>
</ResponsiveContainer> </thead>
<tbody>
{filteredFinancialSeries.map((point, index) => (
<tr key={`${point.filingDate}-${point.filingType}-${index}`}>
<td>{formatLongDate(point.filingDate)}</td>
<td>{point.periodLabel}</td>
<td>{point.filingType}</td>
<td>{point.revenue === null ? 'n/a' : formatCompactCurrency(point.revenue)}</td>
<td className={(point.netIncome ?? 0) >= 0 ? 'text-[#96f5bf]' : 'text-[#ff9f9f]'}>
{point.netIncome === null ? 'n/a' : formatCompactCurrency(point.netIncome)}
</td>
<td>{point.assets === null ? 'n/a' : formatCompactCurrency(point.assets)}</td>
<td>{point.netMargin === null ? 'n/a' : formatPercent(point.netMargin)}</td>
</tr>
))}
</tbody>
</table>
</div> </div>
)} )}
</Panel> </Panel>