feat: Complete Fiscal Clone deployment package

- SEC filings extraction (10-K, 10-Q, 8-K)
- Portfolio analytics with real-time prices
- Watchlist management
- NextAuth.js authentication
- OpenClaw AI integration
- PostgreSQL database with auto P&L calculations
- Elysia.js backend (Bun runtime)
- Next.js 14 frontend (TailwindCSS + Recharts)
- Production-ready Docker configurations
This commit is contained in:
Francesco
2026-02-16 03:49:32 +00:00
commit da58289eb1
39 changed files with 4070 additions and 0 deletions

35
frontend/Dockerfile Normal file
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FROM node:20-alpine AS base
WORKDIR /app
# Install dependencies
FROM base AS deps
COPY package.json package-lock.json* ./
RUN npm ci
# Build
FROM base AS builder
COPY --from=deps /app/node_modules ./node_modules
COPY . .
RUN npm run build
# Production
FROM base AS runner
WORKDIR /app
ENV NODE_ENV=production
RUN addgroup --system --gid 1001 nodejs
RUN adduser --system --uid 1001 nextjs
COPY --from=builder /app/public ./public
COPY --from=builder --chown=nextjs:nodejs /app/.next/standalone ./
COPY --from=builder --chown=nextjs:nodejs /app/.next/static ./.next/static
USER nextjs
EXPOSE 3000
ENV PORT=3000
CMD ["node", "server.js"]

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import NextAuth from 'next-auth'
import GitHub from 'next-auth/providers/github'
import Google from 'next-auth/providers/google'
import Credentials from 'next-auth/providers/credentials'
const handler = NextAuth({
providers: [
GitHub({
clientId: process.env.GITHUB_ID,
clientSecret: process.env.GITHUB_SECRET,
}),
Google({
clientId: process.env.GOOGLE_ID,
clientSecret: process.env.GOOGLE_SECRET,
}),
Credentials({
name: 'Credentials',
credentials: {
email: { label: "Email", type: "email" },
password: { label: "Password", type: "password" }
},
async authorize(credentials) {
// Call backend API to verify credentials
const res = await fetch(`${process.env.NEXT_PUBLIC_API_URL}/api/auth/login`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(credentials)
})
const user = await res.json()
if (res.ok && user) {
return user
}
return null
}
})
],
pages: {
signIn: '/auth/signin',
},
callbacks: {
async jwt({ token, user }) {
if (user) {
token.id = user.id
token.email = user.email
token.name = user.name
}
return token
},
async session({ session, token }) {
if (session.user) {
session.user.id = token.id
session.user.email = token.email
}
return session
}
},
session: {
strategy: 'jwt',
maxAge: 30 * 24 * 60 * 60, // 30 days
}
})
export { handler as GET, handler as POST }

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'use client';
import { signIn } from 'next-auth/react';
import { useState } from 'react';
export default function SignIn() {
const [email, setEmail] = useState('');
const [password, setPassword] = useState('');
const [loading, setLoading] = useState(false);
const [error, setError] = useState('');
const handleCredentialsLogin = async (e: React.FormEvent) => {
e.preventDefault();
setLoading(true);
setError('');
try {
const result = await signIn('credentials', {
email,
password,
redirect: false
});
if (result?.error) {
setError('Invalid credentials');
} else {
window.location.href = '/';
}
} catch (err) {
setError('Login failed');
} finally {
setLoading(false);
}
};
return (
<div className="min-h-screen bg-gradient-to-br from-slate-900 to-slate-800 flex items-center justify-center p-4">
<div className="max-w-md w-full bg-slate-800/50 rounded-lg p-8 border border-slate-700">
<h1 className="text-3xl font-bold text-center mb-2 bg-gradient-to-r from-blue-400 to-purple-500 bg-clip-text text-transparent">
Fiscal Clone
</h1>
<p className="text-slate-400 text-center mb-8">Sign in to your account</p>
{error && (
<div className="bg-red-500/20 border border-red-500 text-red-400 px-4 py-3 rounded-lg mb-6">
{error}
</div>
)}
<form onSubmit={handleCredentialsLogin} className="space-y-4">
<div>
<label className="block text-sm font-medium text-slate-300 mb-2">
Email
</label>
<input
type="email"
value={email}
onChange={(e) => setEmail(e.target.value)}
className="w-full bg-slate-700/50 border border-slate-600 rounded-lg px-4 py-3 text-white placeholder-slate-400 focus:outline-none focus:ring-2 focus:ring-blue-500"
placeholder="you@example.com"
required
/>
</div>
<div>
<label className="block text-sm font-medium text-slate-300 mb-2">
Password
</label>
<input
type="password"
value={password}
onChange={(e) => setPassword(e.target.value)}
className="w-full bg-slate-700/50 border border-slate-600 rounded-lg px-4 py-3 text-white placeholder-slate-400 focus:outline-none focus:ring-2 focus:ring-blue-500"
placeholder="•••••••••"
required
minLength={8}
/>
</div>
<button
type="submit"
disabled={loading}
className="w-full bg-gradient-to-r from-blue-500 to-purple-500 hover:from-blue-600 hover:to-purple-600 text-white font-semibold py-3 rounded-lg transition disabled:opacity-50 disabled:cursor-not-allowed"
>
{loading ? 'Signing in...' : 'Sign In'}
</button>
</form>
<div className="mt-6">
<div className="relative">
<div className="absolute inset-0 flex items-center">
<div className="w-full border-t border-slate-600"></div>
</div>
<div className="relative flex justify-center text-sm">
<span className="px-2 bg-slate-800 text-slate-400">Or continue with</span>
</div>
</div>
</div>
<div className="mt-6 grid grid-cols-2 gap-4">
<button
onClick={() => signIn('github')}
className="bg-slate-700 hover:bg-slate-600 text-white font-semibold py-3 rounded-lg transition flex items-center justify-center gap-2"
>
<svg className="w-5 h-5" fill="currentColor" viewBox="0 0 24 24">
<path d="M12 0c-6.626 0-12 5.373-12 12 0 5.302 3.438 9.8 8.207 11.387.599.111.793-.261.793-.577v-2.234c-3.338.726-4.033-1.416-4.033-1.416-.546 1.377-1.333 1.377-1.333 1.06 0 1.783.591 1.783.591.266 0 .494-.107.68-.297.107-.297.469-.936.469-1.684 0-1.251-1.006-2.261-2.261-2.261-.965 0-1.757.781-1.757 1.753 0 .286.08.526.212.743.265.265.265.265.673 0 .995-.265.323-.646.454-.646.454-.323 0-.543-.181-.699-.468-.156-.287-.234-.744-.234-1.364v-2.261c-3.37.726-4.148-1.417-4.148-1.417-.557 1.39-1.353 1.39-1.353 1.073 0 1.814.603 1.814.603.277 0 .516-.111.728-.296.212-.185.313-.61.313-1.303 0-1.258-1.018-2.274-2.274-2.274-.984 0-1.796.802-1.796 1.796 0 .29.095.536.26.758.26.26.26.669 0 .996-.266.327-.649.457-.649.457-.33 0-.556-.186-.713-.48-.157-.293-.236-.767-.236-1.404v-2.279c-3.404.741-4.242-1.447-4.242-1.447-.569 1.416-1.379 1.416-1.379 1.084 0 1.829.616 1.829.616.283 0 .523-.113.742-.301.22-.188.327-.626.327-1.323 0-1.265-1.03-2.29-2.29-2.29-1.006 0-1.831.825-1.831 1.831 0 .294.099.543.277.767.277.277.277.693 0 1.004-.27.311-.663.437-.663.437-.34 0-.571-.197-.736-.506-.165-.31-.248-.794-.248-1.447v-2.293c-3.432.748-4.338-1.48-4.338-1.48-.583 1.44-1.404 1.44-1.404 1.095 0 1.846.629 1.846.629.29 0 .537-.116.76-.308.223-.192.34-.648.34-1.35 0-1.271-1.044-2.304-2.304-2.304-1.029 0-1.867.839-1.867 1.867 0 .298.102.55.286.775.286.286.286.718 0 1.039-.278.316-.682.443-.682.443-.349 0-.597-.204-.761-.523-.165-.32-.248-.825-.248-1.491v-2.307c-3.462.756-4.432-1.514-4.432-1.514-.597 1.463-1.431 1.463-1.431 1.105 0 1.864.64 1.864.64.297 0 .55-.119.774-.313.224-.193.353-.672.353-1.377 0-1.277-1.059-2.318-2.318-2.318-1.053 0-1.904.865-1.904 1.904 0 .302.105.557.297.786.297.297.297.741 0 1.075-.284.32-.716.447-.716.447-.358 0-.622-.211-.788-.549-.167-.338-.25-.858-.25-1.536v-2.322c-3.49.764-4.525-1.549-4.525-1.549-.611 1.487-1.457 1.487-1.457 1.116 0 1.882.651 1.882.651.303 0 .562-.123.792-.319.23-.196.361-.696.361-1.405 0-1.283-1.074-2.332-2.332-2.332-1.078 0-1.94.881-1.94 1.94 0 .306.107.567.303.798.303.303.303.763 0 1.111-.29.325-.75.452-.75.452-.367 0-.646-.219-.814-.575-.168-.357-.254-.891-.254-1.582v-2.336c-3.52.772-4.617-1.585-4.617-1.585-.625 1.511-1.484 1.511-1.484 1.127 0 1.9.663 1.9.663.309 0 .574-.127.81-.326.236-.199.368-.721.368-1.432 0-1.29-1.089-2.346-2.346-2.346-1.103 0-1.976.904-1.976 1.976 0 .31.109.579.31.81.31.31.31.784 0 1.147-.298.331-.783.457-.783.457-.376 0-.67-.227-.842-.602-.172-.376-.259-.923-.259-1.628v-2.35z"/>
</svg>
GitHub
</button>
<button
onClick={() => signIn('google')}
className="bg-slate-700 hover:bg-slate-600 text-white font-semibold py-3 rounded-lg transition flex items-center justify-center gap-2"
>
<svg className="w-5 h-5" viewBox="0 0 24 24">
<path fill="currentColor" d="M22.56 12.25c0-.78-.07-1.53-.2-2.25H12v4.26h5.92c-.26 1.37-1.04 2.53-2.21 3.31v2.77h3.57c2.08-1.92 3.28-4.74 3.28-8.09z"/>
<path fill="currentColor" d="M12 23c2.97 0 5.46-.98 7.28-2.66l-3.57-2.77c-.98.66-2.23 1.06-3.71 1.06-2.86 0-5.29-1.93-6.16-4.53H2.18v2.84C3.99 20.53 7.7 23 12 23z"/>
<path fill="currentColor" d="M5.84 14.09c-.22-.66-.35-1.36-.35-2.09s.13-1.43.35-2.09V7.07H2.18C1.43 8.55 1 10.22 1 12s.43 3.45 1.18 4.93l2.85-2.22.81-.62z"/>
<path fill="currentColor" d="M12 5.38c1.62 0 3.06.56 4.21 1.64l3.15-3.15C17.45 2.09 14.97 1 12 1 7.7 1 3.99 3.47 2.18 7.07l3.66 2.84c.87-2.6 3.3-4.53 6.16-4.53z"/>
</svg>
Google
</button>
</div>
<p className="mt-8 text-center text-sm text-slate-400">
Don't have an account?{' '}
<a href="/auth/signup" className="text-blue-400 hover:text-blue-300">
Sign up
</a>
</p>
</div>
</div>
);
}

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'use client';
import { useState } from 'react';
export default function SignUp() {
const [formData, setFormData] = useState({
name: '',
email: '',
password: '',
confirmPassword: ''
});
const [loading, setLoading] = useState(false);
const [error, setError] = useState('');
const [success, setSuccess] = useState(false);
const handleSubmit = async (e: React.FormEvent) => {
e.preventDefault();
setLoading(true);
setError('');
if (formData.password !== formData.confirmPassword) {
setError('Passwords do not match');
setLoading(false);
return;
}
try {
const response = await fetch(`${process.env.NEXT_PUBLIC_API_URL}/api/auth/register`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
name: formData.name,
email: formData.email,
password: formData.password
})
});
const data = await response.json();
if (!response.ok) {
setError(data.error || 'Registration failed');
} else {
setSuccess(true);
setTimeout(() => {
window.location.href = '/auth/signin';
}, 2000);
}
} catch (err) {
setError('Registration failed');
} finally {
setLoading(false);
}
};
if (success) {
return (
<div className="min-h-screen bg-gradient-to-br from-slate-900 to-slate-800 flex items-center justify-center p-4">
<div className="max-w-md w-full bg-slate-800/50 rounded-lg p-8 border border-slate-700 text-center">
<div className="text-green-400 text-6xl mb-4"></div>
<h2 className="text-2xl font-bold text-white mb-2">Account Created!</h2>
<p className="text-slate-400">Redirecting to sign in...</p>
</div>
</div>
);
}
return (
<div className="min-h-screen bg-gradient-to-br from-slate-900 to-slate-800 flex items-center justify-center p-4">
<div className="max-w-md w-full bg-slate-800/50 rounded-lg p-8 border border-slate-700">
<h1 className="text-3xl font-bold text-center mb-2 bg-gradient-to-r from-blue-400 to-purple-500 bg-clip-text text-transparent">
Fiscal Clone
</h1>
<p className="text-slate-400 text-center mb-8">Create your account</p>
{error && (
<div className="bg-red-500/20 border border-red-500 text-red-400 px-4 py-3 rounded-lg mb-6">
{error}
</div>
)}
<form onSubmit={handleSubmit} className="space-y-4">
<div>
<label className="block text-sm font-medium text-slate-300 mb-2">
Name
</label>
<input
type="text"
value={formData.name}
onChange={(e) => setFormData({...formData, name: e.target.value})}
className="w-full bg-slate-700/50 border border-slate-600 rounded-lg px-4 py-3 text-white placeholder-slate-400 focus:outline-none focus:ring-2 focus:ring-blue-500"
placeholder="John Doe"
required
/>
</div>
<div>
<label className="block text-sm font-medium text-slate-300 mb-2">
Email
</label>
<input
type="email"
value={formData.email}
onChange={(e) => setFormData({...formData, email: e.target.value})}
className="w-full bg-slate-700/50 border border-slate-600 rounded-lg px-4 py-3 text-white placeholder-slate-400 focus:outline-none focus:ring-2 focus:ring-blue-500"
placeholder="you@example.com"
required
/>
</div>
<div>
<label className="block text-sm font-medium text-slate-300 mb-2">
Password
</label>
<input
type="password"
value={formData.password}
onChange={(e) => setFormData({...formData, password: e.target.value})}
className="w-full bg-slate-700/50 border border-slate-600 rounded-lg px-4 py-3 text-white placeholder-slate-400 focus:outline-none focus:ring-2 focus:ring-blue-500"
placeholder="•••••••••"
required
minLength={8}
/>
</div>
<div>
<label className="block text-sm font-medium text-slate-300 mb-2">
Confirm Password
</label>
<input
type="password"
value={formData.confirmPassword}
onChange={(e) => setFormData({...formData, confirmPassword: e.target.value})}
className="w-full bg-slate-700/50 border border-slate-600 rounded-lg px-4 py-3 text-white placeholder-slate-400 focus:outline-none focus:ring-2 focus:ring-blue-500"
placeholder="•••••••••"
required
minLength={8}
/>
</div>
<button
type="submit"
disabled={loading}
className="w-full bg-gradient-to-r from-blue-500 to-purple-500 hover:from-blue-600 hover:to-purple-600 text-white font-semibold py-3 rounded-lg transition disabled:opacity-50 disabled:cursor-not-allowed"
>
{loading ? 'Creating Account...' : 'Create Account'}
</button>
</form>
<p className="mt-6 text-center text-sm text-slate-400">
Already have an account?{' '}
<a href="/auth/signin" className="text-blue-400 hover:text-blue-300">
Sign in
</a>
</p>
</div>
</div>
);
}

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'use client';
import { useSession } from 'next-auth/react';
import { useRouter } from 'next/navigation';
import { useEffect, useState } from 'react';
import Link from 'next/link';
import { format } from 'date-fns';
export default function FilingsPage() {
const { data: session, status } = useSession();
const router = useRouter();
const [filings, setFilings] = useState([]);
const [loading, setLoading] = useState(true);
const [searchTicker, setSearchTicker] = useState('');
useEffect(() => {
if (status === 'unauthenticated') {
router.push('/auth/signin');
return;
}
if (session?.user) {
fetchFilings();
}
}, [session, status, router]);
const fetchFilings = async (ticker?: string) => {
setLoading(true);
try {
const url = ticker
? `${process.env.NEXT_PUBLIC_API_URL}/api/filings/${ticker}`
: `${process.env.NEXT_PUBLIC_API_URL}/api/filings`;
const response = await fetch(url);
const data = await response.json();
setFilings(data);
} catch (error) {
console.error('Error fetching filings:', error);
} finally {
setLoading(false);
}
};
const handleSearch = (e: React.FormEvent) => {
e.preventDefault();
fetchFilings(searchTicker || undefined);
};
const handleRefresh = async (ticker: string) => {
try {
await fetch(`${process.env.NEXT_PUBLIC_API_URL}/api/filings/refresh/${ticker}`, {
method: 'POST'
});
fetchFilings(ticker);
} catch (error) {
console.error('Error refreshing filings:', error);
}
};
const getFilingTypeColor = (type: string) => {
switch (type) {
case '10-K': return 'bg-blue-500/20 text-blue-400 border-blue-500/30';
case '10-Q': return 'bg-green-500/20 text-green-400 border-green-500/30';
case '8-K': return 'bg-purple-500/20 text-purple-400 border-purple-500/30';
default: return 'bg-slate-500/20 text-slate-400 border-slate-500/30';
}
};
if (loading) {
return <div className="min-h-screen bg-gradient-to-br from-slate-900 to-slate-800 flex items-center justify-center">Loading...</div>;
}
return (
<div className="min-h-screen bg-gradient-to-br from-slate-900 to-slate-800 text-white">
<nav className="border-b border-slate-700 bg-slate-900/50 backdrop-blur">
<div className="container mx-auto px-4 py-4 flex justify-between items-center">
<Link href="/" className="text-2xl font-bold bg-gradient-to-r from-blue-400 to-purple-500 bg-clip-text text-transparent">
Fiscal Clone
</Link>
<div className="flex gap-4">
<Link href="/filings" className="hover:text-blue-400 transition">
Filings
</Link>
<Link href="/portfolio" className="hover:text-blue-400 transition">
Portfolio
</Link>
<Link href="/watchlist" className="hover:text-blue-400 transition">
Watchlist
</Link>
</div>
</div>
</nav>
<main className="container mx-auto px-4 py-8">
<div className="flex justify-between items-center mb-6">
<h1 className="text-3xl font-bold">SEC Filings</h1>
<Link
href="/watchlist/add"
className="bg-blue-600 hover:bg-blue-700 px-4 py-2 rounded-lg transition"
>
+ Add to Watchlist
</Link>
</div>
<div className="bg-slate-800/50 rounded-lg p-6 border border-slate-700 mb-8">
<form onSubmit={handleSearch} className="flex gap-4">
<input
type="text"
value={searchTicker}
onChange={(e) => setSearchTicker(e.target.value)}
className="flex-1 bg-slate-700/50 border border-slate-600 rounded-lg px-4 py-3 text-white placeholder-slate-400 focus:outline-none focus:ring-2 focus:ring-blue-500"
placeholder="Search by ticker (e.g., AAPL)"
/>
<button
type="submit"
className="bg-blue-600 hover:bg-blue-700 px-6 py-3 rounded-lg transition"
>
Search
</button>
<button
type="button"
onClick={() => { setSearchTicker(''); fetchFilings(); }}
className="bg-slate-700 hover:bg-slate-600 px-6 py-3 rounded-lg transition"
>
Clear
</button>
</form>
</div>
<div className="bg-slate-800/50 rounded-lg border border-slate-700 overflow-hidden">
{filings.length > 0 ? (
<table className="w-full">
<thead className="bg-slate-700/50">
<tr>
<th className="px-6 py-3 text-left text-sm font-semibold text-slate-300">Ticker</th>
<th className="px-6 py-3 text-left text-sm font-semibold text-slate-300">Company</th>
<th className="px-6 py-3 text-left text-sm font-semibold text-slate-300">Type</th>
<th className="px-6 py-3 text-left text-sm font-semibold text-slate-300">Filing Date</th>
<th className="px-6 py-3 text-left text-sm font-semibold text-slate-300">Actions</th>
</tr>
</thead>
<tbody>
{filings.map((filing: any) => (
<tr key={filing.id} className="border-t border-slate-700 hover:bg-slate-700/30 transition">
<td className="px-6 py-4 font-semibold">{filing.ticker}</td>
<td className="px-6 py-4">{filing.company_name}</td>
<td className="px-6 py-4">
<span className={`px-3 py-1 rounded-full text-xs font-semibold border ${getFilingTypeColor(filing.filing_type)}`}>
{filing.filing_type}
</span>
</td>
<td className="px-6 py-4">
{format(new Date(filing.filing_date), 'MMM dd, yyyy')}
</td>
<td className="px-6 py-4">
<button
onClick={() => window.open(`https://www.sec.gov/Archives/${filing.accession_number.replace(/-/g, '')}/${filing.accession_number}-index.htm`, '_blank')}
className="text-blue-400 hover:text-blue-300 transition mr-4"
>
View on SEC
</button>
<button
onClick={() => handleRefresh(filing.ticker)}
className="text-green-400 hover:text-green-300 transition"
>
Refresh
</button>
</td>
</tr>
))}
</tbody>
</table>
) : (
<div className="text-center py-12">
<p className="text-slate-400 text-lg mb-4">No filings found</p>
<p className="text-slate-500 text-sm">
Add stocks to your watchlist to track their SEC filings
</p>
</div>
)}
</div>
</main>
</div>
);
}

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frontend/app/globals.css Normal file
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@tailwind base;
@tailwind components;
@tailwind utilities;
@layer base {
:root {
--background: 222.2 84% 4.9%;
--foreground: 210 40% 98%;
}
}
@layer base {
* {
@apply border-border;
}
body {
@apply bg-background text-foreground;
}
}

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frontend/app/layout.tsx Normal file
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'use client';
import { SessionProvider } from 'next-auth/react';
import './globals.css';
export default function RootLayout({
children,
}: {
children: React.ReactNode
}) {
return (
<html lang="en">
<body>
<SessionProvider>
{children}
</SessionProvider>
</body>
</html>
)
}

110
frontend/app/page.tsx Normal file
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'use client';
import { useSession } from 'next-auth/react';
import { useRouter } from 'next/navigation';
import { useEffect, useState } from 'react';
import Link from 'next/link';
export default function Home() {
const { data: session, status } = useSession();
const router = useRouter();
const [stats, setStats] = useState({ filings: 0, portfolioValue: 0, watchlist: 0 });
useEffect(() => {
if (status === 'unauthenticated') {
router.push('/auth/signin');
return;
}
if (session?.user) {
fetchStats(session.user.id);
}
}, [session, status, router]);
const fetchStats = async (userId: string) => {
try {
const [portfolioRes, watchlistRes, filingsRes] = await Promise.all([
fetch(`${process.env.NEXT_PUBLIC_API_URL}/api/portfolio/${userId}/summary`),
fetch(`${process.env.NEXT_PUBLIC_API_URL}/api/watchlist/${userId}`),
fetch(`${process.env.NEXT_PUBLIC_API_URL}/api/filings`)
]);
const portfolioData = await portfolioRes.json();
const watchlistData = await watchlistRes.json();
const filingsData = await filingsRes.json();
setStats({
filings: filingsData.length || 0,
portfolioValue: portfolioData.total_value || 0,
watchlist: watchlistData.length || 0
});
} catch (error) {
console.error('Error fetching stats:', error);
}
};
return (
<div className="min-h-screen bg-gradient-to-br from-slate-900 to-slate-800 text-white">
<nav className="border-b border-slate-700 bg-slate-900/50 backdrop-blur">
<div className="container mx-auto px-4 py-4 flex justify-between items-center">
<Link href="/" className="text-2xl font-bold bg-gradient-to-r from-blue-400 to-purple-500 bg-clip-text text-transparent">
Fiscal Clone
</Link>
<div className="flex gap-4">
<Link href="/filings" className="hover:text-blue-400 transition">
Filings
</Link>
<Link href="/portfolio" className="hover:text-blue-400 transition">
Portfolio
</Link>
<Link href="/watchlist" className="hover:text-blue-400 transition">
Watchlist
</Link>
</div>
</div>
</nav>
<main className="container mx-auto px-4 py-8">
<div className="mb-6">
<h1 className="text-3xl font-bold">Dashboard</h1>
<p className="text-slate-400">Welcome back, {session?.user?.name}</p>
</div>
<div className="grid grid-cols-1 md:grid-cols-3 gap-6 mb-8">
<div className="bg-slate-800/50 rounded-lg p-6 border border-slate-700">
<h3 className="text-slate-400 mb-2">Total Filings</h3>
<p className="text-4xl font-bold text-blue-400">{stats.filings}</p>
</div>
<div className="bg-slate-800/50 rounded-lg p-6 border border-slate-700">
<h3 className="text-slate-400 mb-2">Portfolio Value</h3>
<p className="text-4xl font-bold text-green-400">
${stats.portfolioValue.toLocaleString('en-US', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}
</p>
</div>
<div className="bg-slate-800/50 rounded-lg p-6 border border-slate-700">
<h3 className="text-slate-400 mb-2">Watchlist</h3>
<p className="text-4xl font-bold text-purple-400">{stats.watchlist}</p>
</div>
</div>
<div className="bg-slate-800/50 rounded-lg p-6 border border-slate-700">
<h2 className="text-xl font-semibold mb-4">Quick Actions</h2>
<div className="grid grid-cols-1 md:grid-cols-2 gap-4">
<Link href="/watchlist/add" className="bg-blue-600 hover:bg-blue-700 text-white px-6 py-3 rounded-lg text-center transition">
Add to Watchlist
</Link>
<Link href="/portfolio" className="bg-green-600 hover:bg-green-700 text-white px-6 py-3 rounded-lg text-center transition">
Add to Portfolio
</Link>
<Link href="/filings" className="bg-slate-700 hover:bg-slate-600 text-white px-6 py-3 rounded-lg text-center transition">
Search SEC Filings
</Link>
<Link href="/portfolio" className="bg-purple-600 hover:bg-purple-700 text-white px-6 py-3 rounded-lg text-center transition">
View Portfolio
</Link>
</div>
</div>
</main>
</div>
);
}

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'use client';
import { useSession } from 'next-auth/react';
import { useRouter } from 'next/navigation';
import { useEffect, useState } from 'react';
import { LineChart, Line, XAxis, YAxis, CartesianGrid, Tooltip, ResponsiveContainer, PieChart, Pie, Cell, Legend } from 'recharts';
import { format } from 'date-fns';
import Link from 'next/link';
export default function PortfolioPage() {
const { data: session, status } = useSession();
const router = useRouter();
const [portfolio, setPortfolio] = useState([]);
const [summary, setSummary] = useState({ total_value: 0, total_gain_loss: 0, cost_basis: 0 });
const [loading, setLoading] = useState(true);
const [showAddModal, setShowAddModal] = useState(false);
const [newHolding, setNewHolding] = useState({ ticker: '', shares: '', avg_cost: '' });
useEffect(() => {
if (status === 'unauthenticated') {
router.push('/auth/signin');
return;
}
if (session?.user) {
fetchPortfolio(session.user.id);
}
}, [session, status, router]);
const fetchPortfolio = async (userId: string) => {
try {
const [portfolioRes, summaryRes] = await Promise.all([
fetch(`${process.env.NEXT_PUBLIC_API_URL}/api/portfolio/${userId}`),
fetch(`${process.env.NEXT_PUBLIC_API_URL}/api/portfolio/${userId}/summary`)
]);
const portfolioData = await portfolioRes.json();
const summaryData = await summaryRes.json();
setPortfolio(portfolioData);
setSummary(summaryData);
} catch (error) {
console.error('Error fetching portfolio:', error);
} finally {
setLoading(false);
}
};
const handleAddHolding = async (e: React.FormEvent) => {
e.preventDefault();
try {
await fetch(`${process.env.NEXT_PUBLIC_API_URL}/api/portfolio`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
user_id: session?.user?.id,
ticker: newHolding.ticker.toUpperCase(),
shares: parseFloat(newHolding.shares),
avg_cost: parseFloat(newHolding.avg_cost)
})
});
setShowAddModal(false);
setNewHolding({ ticker: '', shares: '', avg_cost: '' });
fetchPortfolio(session?.user?.id);
} catch (error) {
console.error('Error adding holding:', error);
}
};
const handleDeleteHolding = async (id: number) => {
if (!confirm('Are you sure you want to delete this holding?')) return;
try {
await fetch(`${process.env.NEXT_PUBLIC_API_URL}/api/portfolio/${id}`, {
method: 'DELETE'
});
fetchPortfolio(session?.user?.id);
} catch (error) {
console.error('Error deleting holding:', error);
}
};
if (loading) {
return <div className="min-h-screen bg-gradient-to-br from-slate-900 to-slate-800 flex items-center justify-center">Loading...</div>;
}
const pieData = portfolio.length > 0 ? portfolio.map((p: any) => ({
name: p.ticker,
value: p.current_value || (p.shares * p.avg_cost)
})) : [];
const COLORS = ['#3b82f6', '#8b5cf6', '#10b981', '#f59e0b', '#ef4444', '#ec4899'];
return (
<div className="min-h-screen bg-gradient-to-br from-slate-900 to-slate-800 text-white">
<nav className="border-b border-slate-700 bg-slate-900/50 backdrop-blur">
<div className="container mx-auto px-4 py-4 flex justify-between items-center">
<Link href="/" className="text-2xl font-bold bg-gradient-to-r from-blue-400 to-purple-500 bg-clip-text text-transparent">
Fiscal Clone
</Link>
<div className="flex gap-4">
<Link href="/filings" className="hover:text-blue-400 transition">
Filings
</Link>
<Link href="/portfolio" className="hover:text-blue-400 transition">
Portfolio
</Link>
<Link href="/watchlist" className="hover:text-blue-400 transition">
Watchlist
</Link>
</div>
</div>
</nav>
<main className="container mx-auto px-4 py-8">
<div className="flex justify-between items-center mb-6">
<h1 className="text-3xl font-bold">Portfolio</h1>
<button
onClick={() => setShowAddModal(true)}
className="bg-blue-600 hover:bg-blue-700 px-4 py-2 rounded-lg transition"
>
+ Add Holding
</button>
</div>
<div className="grid grid-cols-1 md:grid-cols-3 gap-6 mb-8">
<div className="bg-slate-800/50 rounded-lg p-6 border border-slate-700">
<h3 className="text-slate-400 mb-2">Total Value</h3>
<p className="text-3xl font-bold text-green-400">
${summary.total_value?.toLocaleString('en-US', { minimumFractionDigits: 2, maximumFractionDigits: 2 }) || '$0.00'}
</p>
</div>
<div className="bg-slate-800/50 rounded-lg p-6 border border-slate-700">
<h3 className="text-slate-400 mb-2">Total Gain/Loss</h3>
<p className={`text-3xl font-bold ${summary.total_gain_loss >= 0 ? 'text-green-400' : 'text-red-400'}`}>
{summary.total_gain_loss >= 0 ? '+' : ''}${summary.total_gain_loss?.toLocaleString('en-US', { minimumFractionDigits: 2, maximumFractionDigits: 2 }) || '$0.00'}
</p>
</div>
<div className="bg-slate-800/50 rounded-lg p-6 border border-slate-700">
<h3 className="text-slate-400 mb-2">Positions</h3>
<p className="text-3xl font-bold text-blue-400">{portfolio.length}</p>
</div>
</div>
<div className="grid grid-cols-1 lg:grid-cols-2 gap-6 mb-8">
<div className="bg-slate-800/50 rounded-lg p-6 border border-slate-700">
<h3 className="text-xl font-semibold mb-4">Portfolio Allocation</h3>
{pieData.length > 0 ? (
<ResponsiveContainer width="100%" height={300}>
<PieChart>
<Pie
data={pieData}
dataKey="value"
nameKey="name"
cx="50%"
cy="50%"
outerRadius={100}
label={(entry) => `${entry.name} ($${(entry.value / 1000).toFixed(1)}k)`}
>
{pieData.map((entry, index) => (
<Cell key={`cell-${index}`} fill={COLORS[index % COLORS.length]} />
))}
</Pie>
<Tooltip />
</PieChart>
</ResponsiveContainer>
) : (
<p className="text-slate-400 text-center py-8">No holdings yet</p>
)}
</div>
<div className="bg-slate-800/50 rounded-lg p-6 border border-slate-700">
<h3 className="text-xl font-semibold mb-4">Performance</h3>
{portfolio.length > 0 ? (
<ResponsiveContainer width="100%" height={300}>
<LineChart data={portfolio.map((p: any) => ({ name: p.ticker, value: p.gain_loss_pct || 0 }))}>
<XAxis dataKey="name" stroke="#64748b" />
<YAxis stroke="#64748b" />
<CartesianGrid strokeDasharray="3 3" stroke="#334155" />
<Tooltip contentStyle={{ backgroundColor: '#1e293b', border: '#334155', borderRadius: '8px' }} />
<Line type="monotone" dataKey="value" stroke="#8b5cf6" strokeWidth={2} dot={{ fill: '#8b5cf6' }} />
</LineChart>
</ResponsiveContainer>
) : (
<p className="text-slate-400 text-center py-8">No performance data yet</p>
)}
</div>
</div>
<div className="bg-slate-800/50 rounded-lg border border-slate-700 overflow-hidden">
<table className="w-full">
<thead className="bg-slate-700/50">
<tr>
<th className="px-6 py-3 text-left text-sm font-semibold text-slate-300">Ticker</th>
<th className="px-6 py-3 text-left text-sm font-semibold text-slate-300">Shares</th>
<th className="px-6 py-3 text-left text-sm font-semibold text-slate-300">Avg Cost</th>
<th className="px-6 py-3 text-left text-sm font-semibold text-slate-300">Current Price</th>
<th className="px-6 py-3 text-left text-sm font-semibold text-slate-300">Value</th>
<th className="px-6 py-3 text-left text-sm font-semibold text-slate-300">Gain/Loss</th>
<th className="px-6 py-3 text-left text-sm font-semibold text-slate-300">%</th>
<th className="px-6 py-3 text-left text-sm font-semibold text-slate-300">Actions</th>
</tr>
</thead>
<tbody>
{portfolio.map((holding: any) => (
<tr key={holding.id} className="border-t border-slate-700 hover:bg-slate-700/30 transition">
<td className="px-6 py-4 font-semibold">{holding.ticker}</td>
<td className="px-6 py-4">{holding.shares.toLocaleString()}</td>
<td className="px-6 py-4">${holding.avg_cost.toFixed(2)}</td>
<td className="px-6 py-4">${holding.current_price?.toFixed(2) || 'N/A'}</td>
<td className="px-6 py-4">${holding.current_value?.toFixed(2) || 'N/A'}</td>
<td className={`px-6 py-4 ${holding.gain_loss >= 0 ? 'text-green-400' : 'text-red-400'}`}>
{holding.gain_loss >= 0 ? '+' : ''}${holding.gain_loss?.toFixed(2) || '0.00'}
</td>
<td className={`px-6 py-4 ${holding.gain_loss_pct >= 0 ? 'text-green-400' : 'text-red-400'}`}>
{holding.gain_loss_pct >= 0 ? '+' : ''}{holding.gain_loss_pct?.toFixed(2) || '0.00'}%
</td>
<td className="px-6 py-4">
<button
onClick={() => handleDeleteHolding(holding.id)}
className="text-red-400 hover:text-red-300 transition"
>
Delete
</button>
</td>
</tr>
))}
</tbody>
</table>
</div>
</main>
{showAddModal && (
<div className="fixed inset-0 bg-black/50 flex items-center justify-center p-4">
<div className="bg-slate-800 rounded-lg p-6 border border-slate-700 max-w-md w-full">
<h2 className="text-2xl font-bold mb-4">Add Holding</h2>
<form onSubmit={handleAddHolding} className="space-y-4">
<div>
<label className="block text-sm font-medium text-slate-300 mb-2">Ticker</label>
<input
type="text"
value={newHolding.ticker}
onChange={(e) => setNewHolding({...newHolding, ticker: e.target.value})}
className="w-full bg-slate-700 border border-slate-600 rounded-lg px-4 py-3 text-white"
placeholder="AAPL"
required
/>
</div>
<div>
<label className="block text-sm font-medium text-slate-300 mb-2">Shares</label>
<input
type="number"
step="0.0001"
value={newHolding.shares}
onChange={(e) => setNewHolding({...newHolding, shares: e.target.value})}
className="w-full bg-slate-700 border border-slate-600 rounded-lg px-4 py-3 text-white"
placeholder="100"
required
/>
</div>
<div>
<label className="block text-sm font-medium text-slate-300 mb-2">Average Cost</label>
<input
type="number"
step="0.01"
value={newHolding.avg_cost}
onChange={(e) => setNewHolding({...newHolding, avg_cost: e.target.value})}
className="w-full bg-slate-700 border border-slate-600 rounded-lg px-4 py-3 text-white"
placeholder="150.00"
required
/>
</div>
<div className="flex gap-4">
<button
type="submit"
className="flex-1 bg-blue-600 hover:bg-blue-700 text-white py-3 rounded-lg transition"
>
Add
</button>
<button
type="button"
onClick={() => setShowAddModal(false)}
className="flex-1 bg-slate-700 hover:bg-slate-600 text-white py-3 rounded-lg transition"
>
Cancel
</button>
</div>
</form>
</div>
</div>
)}
</div>
);
}

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'use client';
import { useSession } from 'next-auth/react';
import { useRouter } from 'next/navigation';
import { useEffect, useState } from 'react';
import Link from 'next/link';
export default function WatchlistPage() {
const { data: session, status } = useSession();
const router = useRouter();
const [watchlist, setWatchlist] = useState([]);
const [loading, setLoading] = useState(true);
const [showAddModal, setShowAddModal] = useState(false);
const [newStock, setNewStock] = useState({ ticker: '', company_name: '', sector: '' });
useEffect(() => {
if (status === 'unauthenticated') {
router.push('/auth/signin');
return;
}
if (session?.user) {
fetchWatchlist(session.user.id);
}
}, [session, status, router]);
const fetchWatchlist = async (userId: string) => {
try {
const response = await fetch(`${process.env.NEXT_PUBLIC_API_URL}/api/watchlist/${userId}`);
const data = await response.json();
setWatchlist(data);
} catch (error) {
console.error('Error fetching watchlist:', error);
} finally {
setLoading(false);
}
};
const handleAddStock = async (e: React.FormEvent) => {
e.preventDefault();
try {
await fetch(`${process.env.NEXT_PUBLIC_API_URL}/api/watchlist`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
user_id: session?.user?.id,
ticker: newStock.ticker.toUpperCase(),
company_name: newStock.company_name,
sector: newStock.sector
})
});
setShowAddModal(false);
setNewStock({ ticker: '', company_name: '', sector: '' });
fetchWatchlist(session?.user?.id);
} catch (error) {
console.error('Error adding stock:', error);
}
};
const handleDeleteStock = async (id: number) => {
if (!confirm('Are you sure you want to remove this stock from watchlist?')) return;
try {
await fetch(`${process.env.NEXT_PUBLIC_API_URL}/api/watchlist/${id}`, {
method: 'DELETE'
});
fetchWatchlist(session?.user?.id);
} catch (error) {
console.error('Error deleting stock:', error);
}
};
if (loading) {
return <div className="min-h-screen bg-gradient-to-br from-slate-900 to-slate-800 flex items-center justify-center">Loading...</div>;
}
return (
<div className="min-h-screen bg-gradient-to-br from-slate-900 to-slate-800 text-white">
<nav className="border-b border-slate-700 bg-slate-900/50 backdrop-blur">
<div className="container mx-auto px-4 py-4 flex justify-between items-center">
<Link href="/" className="text-2xl font-bold bg-gradient-to-r from-blue-400 to-purple-500 bg-clip-text text-transparent">
Fiscal Clone
</Link>
<div className="flex gap-4">
<Link href="/filings" className="hover:text-blue-400 transition">
Filings
</Link>
<Link href="/portfolio" className="hover:text-blue-400 transition">
Portfolio
</Link>
<Link href="/watchlist" className="hover:text-blue-400 transition">
Watchlist
</Link>
</div>
</div>
</nav>
<main className="container mx-auto px-4 py-8">
<div className="flex justify-between items-center mb-6">
<h1 className="text-3xl font-bold">Watchlist</h1>
<button
onClick={() => setShowAddModal(true)}
className="bg-blue-600 hover:bg-blue-700 px-4 py-2 rounded-lg transition"
>
+ Add Stock
</button>
</div>
<div className="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
{watchlist.map((stock: any) => (
<div key={stock.id} className="bg-slate-800/50 rounded-lg p-6 border border-slate-700 hover:border-slate-600 transition">
<div className="flex justify-between items-start mb-4">
<div>
<h3 className="text-2xl font-bold">{stock.ticker}</h3>
<p className="text-slate-400">{stock.company_name}</p>
</div>
<button
onClick={() => handleDeleteStock(stock.id)}
className="text-red-400 hover:text-red-300 transition"
>
<svg className="w-5 h-5" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M6 18L18 6M6 6l12 12" />
</svg>
</button>
</div>
{stock.sector && (
<div className="inline-block bg-purple-500/20 text-purple-400 px-3 py-1 rounded-full text-sm">
{stock.sector}
</div>
)}
<div className="mt-4 flex gap-2">
<Link
href={`/filings?ticker=${stock.ticker}`}
className="flex-1 bg-slate-700 hover:bg-slate-600 text-white py-2 rounded-lg text-center transition"
>
Filings
</Link>
<Link
href={`/portfolio/add?ticker=${stock.ticker}`}
className="flex-1 bg-blue-600 hover:bg-blue-700 text-white py-2 rounded-lg text-center transition"
>
Add to Portfolio
</Link>
</div>
</div>
))}
{watchlist.length === 0 && (
<div className="col-span-full text-center py-12 bg-slate-800/50 rounded-lg border border-slate-700">
<p className="text-slate-400 text-lg mb-4">Your watchlist is empty</p>
<p className="text-slate-500 text-sm">
Add stocks to track their SEC filings and monitor performance
</p>
</div>
)}
</div>
</main>
{showAddModal && (
<div className="fixed inset-0 bg-black/50 flex items-center justify-center p-4">
<div className="bg-slate-800 rounded-lg p-6 border border-slate-700 max-w-md w-full">
<h2 className="text-2xl font-bold mb-4">Add to Watchlist</h2>
<form onSubmit={handleAddStock} className="space-y-4">
<div>
<label className="block text-sm font-medium text-slate-300 mb-2">Ticker</label>
<input
type="text"
value={newStock.ticker}
onChange={(e) => setNewStock({...newStock, ticker: e.target.value})}
className="w-full bg-slate-700 border border-slate-600 rounded-lg px-4 py-3 text-white"
placeholder="AAPL"
required
/>
</div>
<div>
<label className="block text-sm font-medium text-slate-300 mb-2">Company Name</label>
<input
type="text"
value={newStock.company_name}
onChange={(e) => setNewStock({...newStock, company_name: e.target.value})}
className="w-full bg-slate-700 border border-slate-600 rounded-lg px-4 py-3 text-white"
placeholder="Apple Inc."
required
/>
</div>
<div>
<label className="block text-sm font-medium text-slate-300 mb-2">Sector (Optional)</label>
<input
type="text"
value={newStock.sector}
onChange={(e) => setNewStock({...newStock, sector: e.target.value})}
className="w-full bg-slate-700 border border-slate-600 rounded-lg px-4 py-3 text-white"
placeholder="Technology"
/>
</div>
<div className="flex gap-4">
<button
type="submit"
className="flex-1 bg-blue-600 hover:bg-blue-700 text-white py-3 rounded-lg transition"
>
Add
</button>
<button
type="button"
onClick={() => setShowAddModal(false)}
className="flex-1 bg-slate-700 hover:bg-slate-600 text-white py-3 rounded-lg transition"
>
Cancel
</button>
</div>
</form>
</div>
</div>
)}
</div>
);
}

12
frontend/lib/auth.ts Normal file
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import { getServerSession } from 'next-auth'
import { redirect } from 'next/navigation'
export async function requireAuth() {
const session = await getServerSession()
if (!session || !session.user) {
redirect('/auth/signin')
}
return session
}

6
frontend/lib/utils.ts Normal file
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import { type ClassValue, clsx } from 'clsx'
import { twMerge } from 'tailwind-merge'
export function cn(...inputs: ClassValue[]) {
return twMerge(clsx(inputs))
}

9
frontend/next.config.js Normal file
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/** @type {import('next').NextConfig} */
const nextConfig = {
reactStrictMode: true,
env: {
NEXT_PUBLIC_API_URL: process.env.NEXT_PUBLIC_API_URL || 'http://localhost:3001'
}
}
module.exports = nextConfig

36
frontend/package.json Normal file
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{
"name": "fiscal-frontend",
"version": "0.1.0",
"scripts": {
"dev": "next dev",
"build": "next build",
"start": "next start",
"lint": "next lint"
},
"dependencies": {
"next": "14.2.0",
"next-auth": "^4.24.0",
"react": "^18.3.0",
"react-dom": "^18.3.0",
"recharts": "^2.12.0",
"lucide-react": "^0.344.0",
"date-fns": "^3.3.0",
"@radix-ui/react-dialog": "^1.0.5",
"@radix-ui/react-dropdown-menu": "^2.0.6",
"@radix-ui/react-slot": "^1.0.2",
"@radix-ui/react-tabs": "^1.0.4",
"@radix-ui/react-toast": "^1.1.5",
"class-variance-authority": "^0.7.0",
"clsx": "^2.1.0",
"tailwind-merge": "^2.2.0"
},
"devDependencies": {
"@types/node": "^20.11.0",
"@types/react": "^18.2.0",
"@types/react-dom": "^18.2.0",
"typescript": "^5.3.0",
"tailwindcss": "^3.4.0",
"postcss": "^8.4.0",
"autoprefixer": "^10.4.0"
}
}

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@@ -0,0 +1,6 @@
module.exports = {
plugins: {
tailwindcss: {},
autoprefixer: {},
},
}

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/** @type {import('tailwindcss').Config} */
module.exports = {
darkMode: ["class"],
content: [
'./pages/**/*.{ts,tsx}',
'./components/**/*.{ts,tsx}',
'./app/**/*.{ts,tsx}',
'./src/**/*.{ts,tsx}',
],
theme: {
container: {
center: true,
padding: "2rem",
screens: {
"2xl": "1400px",
},
},
extend: {
colors: {
border: "hsl(var(--border))",
input: "hsl(var(--input))",
ring: "hsl(var(--ring))",
background: "hsl(var(--background))",
foreground: "hsl(var(--foreground))",
},
borderRadius: {
lg: "var(--radius)",
md: "calc(var(--radius) - 2px)",
sm: "calc(var(--radius) - 4px)",
},
},
},
plugins: [],
}

27
frontend/tsconfig.json Normal file
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{
"compilerOptions": {
"target": "ES2017",
"lib": ["dom", "dom.iterable", "esnext"],
"allowJs": true,
"skipLibCheck": true,
"strict": true,
"noEmit": true,
"esModuleInterop": true,
"module": "esnext",
"moduleResolution": "bundler",
"resolveJsonModule": true,
"isolatedModules": true,
"jsx": "preserve",
"incremental": true,
"plugins": [
{
"name": "next"
}
],
"paths": {
"@/*": ["./*"]
}
},
"include": ["next-env.d.ts", "**/*.ts", "**/*.tsx", ".next/types/**/*.ts"],
"exclude": ["node_modules"]
}