Make filings page responsive and add original filing links

This commit is contained in:
2026-02-28 13:55:04 -05:00
parent 937bb3401b
commit abae5e7486

View File

@@ -3,7 +3,7 @@
import { useCallback, useEffect, useMemo, useState } from 'react'; import { useCallback, useEffect, useMemo, useState } from 'react';
import { Suspense } from 'react'; import { Suspense } from 'react';
import { format } from 'date-fns'; import { format } from 'date-fns';
import { Bot, Download, Search, TimerReset } from 'lucide-react'; import { Bot, Download, ExternalLink, Search, TimerReset } from 'lucide-react';
import { useSearchParams } from 'next/navigation'; import { useSearchParams } from 'next/navigation';
import { AppShell } from '@/components/shell/app-shell'; import { AppShell } from '@/components/shell/app-shell';
import { Panel } from '@/components/ui/panel'; import { Panel } from '@/components/ui/panel';
@@ -24,6 +24,59 @@ export default function FilingsPage() {
); );
} }
function formatFilingDate(value: string) {
const date = new Date(value);
if (Number.isNaN(date.getTime())) {
return 'Unknown';
}
return format(date, 'MMM dd, yyyy');
}
function resolveOriginalFilingUrl(filing: Filing) {
if (filing.filing_url) {
return filing.filing_url;
}
if (!filing.primary_document) {
return null;
}
const cikDigits = filing.cik.replace(/\D/g, '');
const cikValue = Number.parseInt(cikDigits, 10);
if (!cikDigits || Number.isNaN(cikValue)) {
return null;
}
const compactAccession = filing.accession_number.replace(/-/g, '');
if (!compactAccession) {
return null;
}
return `https://www.sec.gov/Archives/edgar/data/${cikValue}/${compactAccession}/${filing.primary_document}`;
}
type FilingExternalLinkProps = {
href: string;
label: string;
};
function FilingExternalLink({ href, label }: FilingExternalLinkProps) {
return (
<a
href={href}
target="_blank"
rel="noreferrer"
className="inline-flex items-center gap-1 rounded-md border border-[color:var(--line-weak)] px-2 py-1 text-xs text-[color:var(--accent)] transition hover:border-[color:var(--line-strong)] hover:text-[color:var(--accent-strong)]"
>
{label}
<ExternalLink className="size-3" />
</a>
);
}
function FilingsPageContent() { function FilingsPageContent() {
const { isPending, isAuthenticated } = useAuthGuard(); const { isPending, isAuthenticated } = useAuthGuard();
const searchParams = useSearchParams(); const searchParams = useSearchParams();
@@ -119,7 +172,7 @@ function FilingsPageContent() {
title="Filings Stream" title="Filings Stream"
subtitle="Sync SEC submissions and generate AI red-flag analysis asynchronously." subtitle="Sync SEC submissions and generate AI red-flag analysis asynchronously."
actions={( actions={(
<Button variant="secondary" onClick={() => void loadFilings(searchTicker || undefined)}> <Button variant="secondary" className="w-full sm:w-auto" onClick={() => void loadFilings(searchTicker || undefined)}>
<TimerReset className="size-4" /> <TimerReset className="size-4" />
Refresh table Refresh table
</Button> </Button>
@@ -127,8 +180,8 @@ function FilingsPageContent() {
> >
{liveTask ? ( {liveTask ? (
<Panel title="Active Task" subtitle={`${liveTask.task_type} is processing in the task engine.`}> <Panel title="Active Task" subtitle={`${liveTask.task_type} is processing in the task engine.`}>
<div className="flex items-center justify-between gap-3 rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2"> <div className="flex flex-col gap-2 rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 sm:flex-row sm:items-center sm:justify-between">
<p className="text-sm text-[color:var(--terminal-bright)]">{liveTask.id}</p> <p className="break-all text-sm text-[color:var(--terminal-bright)]">{liveTask.id}</p>
<StatusPill status={liveTask.status} /> <StatusPill status={liveTask.status} />
</div> </div>
{liveTask.error ? <p className="mt-2 text-sm text-[#ff9898]">{liveTask.error}</p> : null} {liveTask.error ? <p className="mt-2 text-sm text-[#ff9898]">{liveTask.error}</p> : null}
@@ -138,7 +191,7 @@ function FilingsPageContent() {
<div className="grid grid-cols-1 gap-5 lg:grid-cols-[1.2fr_1fr]"> <div className="grid grid-cols-1 gap-5 lg:grid-cols-[1.2fr_1fr]">
<Panel title="Sync Controller" subtitle="Queue ingestion jobs by ticker symbol."> <Panel title="Sync Controller" subtitle="Queue ingestion jobs by ticker symbol.">
<form <form
className="flex flex-wrap items-center gap-3" className="flex flex-col gap-3 sm:flex-row sm:flex-wrap sm:items-center"
onSubmit={(event) => { onSubmit={(event) => {
event.preventDefault(); event.preventDefault();
void triggerSync(); void triggerSync();
@@ -148,9 +201,9 @@ function FilingsPageContent() {
value={syncTickerInput} value={syncTickerInput}
onChange={(event) => setSyncTickerInput(event.target.value.toUpperCase())} onChange={(event) => setSyncTickerInput(event.target.value.toUpperCase())}
placeholder="Ticker (AAPL)" placeholder="Ticker (AAPL)"
className="max-w-xs" className="w-full sm:max-w-xs"
/> />
<Button type="submit"> <Button type="submit" className="w-full sm:w-auto">
<Download className="size-4" /> <Download className="size-4" />
Queue sync Queue sync
</Button> </Button>
@@ -159,7 +212,7 @@ function FilingsPageContent() {
<Panel title="Search Index" subtitle="Filter by ticker in the local filing index."> <Panel title="Search Index" subtitle="Filter by ticker in the local filing index.">
<form <form
className="flex flex-wrap items-center gap-3" className="flex flex-col gap-3 sm:flex-row sm:flex-wrap sm:items-center"
onSubmit={(event) => { onSubmit={(event) => {
event.preventDefault(); event.preventDefault();
setSearchTicker(filterTickerInput.trim().toUpperCase()); setSearchTicker(filterTickerInput.trim().toUpperCase());
@@ -169,15 +222,16 @@ function FilingsPageContent() {
value={filterTickerInput} value={filterTickerInput}
onChange={(event) => setFilterTickerInput(event.target.value.toUpperCase())} onChange={(event) => setFilterTickerInput(event.target.value.toUpperCase())}
placeholder="Ticker filter" placeholder="Ticker filter"
className="max-w-xs" className="w-full sm:max-w-xs"
/> />
<Button type="submit" variant="secondary"> <Button type="submit" variant="secondary" className="w-full sm:w-auto">
<Search className="size-4" /> <Search className="size-4" />
Apply Apply
</Button> </Button>
<Button <Button
type="button" type="button"
variant="ghost" variant="ghost"
className="w-full sm:w-auto"
onClick={() => { onClick={() => {
setFilterTickerInput(''); setFilterTickerInput('');
setSearchTicker(''); setSearchTicker('');
@@ -196,47 +250,106 @@ function FilingsPageContent() {
) : filings.length === 0 ? ( ) : filings.length === 0 ? (
<p className="text-sm text-[color:var(--terminal-muted)]">No filings available. Queue a sync job to ingest fresh SEC data.</p> <p className="text-sm text-[color:var(--terminal-muted)]">No filings available. Queue a sync job to ingest fresh SEC data.</p>
) : ( ) : (
<div className="overflow-x-auto"> <div className="space-y-3">
<table className="data-table min-w-[980px]"> <div className="space-y-3 lg:hidden">
<thead> {filings.map((filing) => {
<tr> const revenue = filing.metrics?.revenue;
<th>Ticker</th> const hasAnalysis = Boolean(filing.analysis?.text || filing.analysis?.legacyInsights);
<th>Type</th> const originalFilingUrl = resolveOriginalFilingUrl(filing);
<th>Filed</th>
<th>Revenue Snapshot</th>
<th>Company</th>
<th>AI</th>
<th>Action</th>
</tr>
</thead>
<tbody>
{filings.map((filing) => {
const revenue = filing.metrics?.revenue;
const hasAnalysis = Boolean(filing.analysis?.text || filing.analysis?.legacyInsights);
return ( return (
<tr key={filing.accession_number}> <article
<td> key={filing.accession_number}
<div className="font-medium text-[color:var(--terminal-bright)]">{filing.ticker}</div> className="rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-4"
<div className="text-xs text-[color:var(--terminal-muted)]">{groupedByTicker.get(filing.ticker)} filings</div> >
</td> <div className="flex flex-wrap items-start justify-between gap-3">
<td>{filing.filing_type}</td> <div>
<td>{format(new Date(filing.filing_date), 'MMM dd, yyyy')}</td> <p className="text-sm font-semibold text-[color:var(--terminal-bright)]">{filing.ticker} · {filing.filing_type}</p>
<td>{revenue ? formatCompactCurrency(revenue) : 'n/a'}</td> <p className="text-xs text-[color:var(--terminal-muted)]">{formatFilingDate(filing.filing_date)}</p>
<td>{filing.company_name}</td> </div>
<td>{hasAnalysis ? 'Ready' : 'Not generated'}</td> <p className="text-xs text-[color:var(--terminal-muted)]">{hasAnalysis ? 'AI ready' : 'AI pending'}</p>
<td> </div>
<div className="flex items-center gap-2">
{filing.filing_url ? ( <p className="mt-2 text-sm text-[color:var(--terminal-bright)]">{filing.company_name}</p>
<a
href={filing.filing_url} <dl className="mt-3 grid grid-cols-1 gap-2 text-xs sm:grid-cols-2">
target="_blank" <div className="rounded-md border border-[color:var(--line-weak)] px-2 py-1.5">
rel="noreferrer" <dt className="text-[color:var(--terminal-muted)]">Revenue Snapshot</dt>
className="text-xs text-[color:var(--accent)] hover:text-[color:var(--accent-strong)]" <dd className="mt-1 text-[color:var(--terminal-bright)]">{revenue ? formatCompactCurrency(revenue) : 'n/a'}</dd>
> </div>
SEC <div className="rounded-md border border-[color:var(--line-weak)] px-2 py-1.5">
</a> <dt className="text-[color:var(--terminal-muted)]">Accession</dt>
) : null} <dd className="mt-1 break-all text-[color:var(--terminal-bright)]">{filing.accession_number}</dd>
</div>
</dl>
<div className="mt-3 flex flex-wrap items-center gap-2">
{originalFilingUrl ? (
<FilingExternalLink href={originalFilingUrl} label="Original filing" />
) : (
<span className="text-xs text-[color:var(--terminal-muted)]">Original filing unavailable</span>
)}
{filing.submission_url ? (
<FilingExternalLink href={filing.submission_url} label="Submission" />
) : null}
<Button
variant="ghost"
onClick={() => void triggerAnalysis(filing.accession_number)}
className="px-2 py-1 text-xs"
>
<Bot className="size-3" />
Analyze
</Button>
</div>
</article>
);
})}
</div>
<div className="hidden overflow-x-auto lg:block">
<table className="data-table w-full">
<thead>
<tr>
<th>Ticker</th>
<th>Type</th>
<th>Filed</th>
<th>Revenue Snapshot</th>
<th>Company</th>
<th>AI</th>
<th>Links</th>
<th>Action</th>
</tr>
</thead>
<tbody>
{filings.map((filing) => {
const revenue = filing.metrics?.revenue;
const hasAnalysis = Boolean(filing.analysis?.text || filing.analysis?.legacyInsights);
const originalFilingUrl = resolveOriginalFilingUrl(filing);
return (
<tr key={filing.accession_number}>
<td>
<div className="font-medium text-[color:var(--terminal-bright)]">{filing.ticker}</div>
<div className="text-xs text-[color:var(--terminal-muted)]">{groupedByTicker.get(filing.ticker)} filings</div>
</td>
<td>{filing.filing_type}</td>
<td>{formatFilingDate(filing.filing_date)}</td>
<td>{revenue ? formatCompactCurrency(revenue) : 'n/a'}</td>
<td className="max-w-[18rem]">{filing.company_name}</td>
<td>{hasAnalysis ? 'Ready' : 'Not generated'}</td>
<td>
<div className="flex flex-wrap items-center gap-2">
{originalFilingUrl ? (
<FilingExternalLink href={originalFilingUrl} label="Original" />
) : (
<span className="text-xs text-[color:var(--terminal-muted)]">Unavailable</span>
)}
{filing.submission_url ? (
<FilingExternalLink href={filing.submission_url} label="Submission" />
) : null}
</div>
</td>
<td>
<Button <Button
variant="ghost" variant="ghost"
onClick={() => void triggerAnalysis(filing.accession_number)} onClick={() => void triggerAnalysis(filing.accession_number)}
@@ -245,13 +358,13 @@ function FilingsPageContent() {
<Bot className="size-3" /> <Bot className="size-3" />
Analyze Analyze
</Button> </Button>
</div> </td>
</td> </tr>
</tr> );
); })}
})} </tbody>
</tbody> </table>
</table> </div>
</div> </div>
)} )}
</Panel> </Panel>