Commit Graph

48 Commits

Author SHA1 Message Date
4da9a04993 refactor: flatten Financials page UI for improved density
- Move Matrix panel to top position for better visibility
- Hide trend chart by default (showTrendChart: false)
- Flatten panel design by removing titles and borders
- Compact spacing and reduce UI chrome throughout
- Add chart toggle button in toolbar
- Enable dense and virtualized modes on StatementMatrix
- Fix missing useState import in FinancialsToolbar

The creates a cleaner, more professional Bloomberg terminal-style
interface with better information density and
improved performance through virtualization for large datasets.

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-03-16 21:04:36 -04:00
ca45d8ea4c Redesign dashboard/screener UI for improved density and performance
- Add compact/dense CSS tokens for tighter layouts
- Add size prop to Button (default/compact) and Input (default/compact)
- Add density prop to Panel (normal/compact/dense)
- Add size prop to MetricCard (default/compact/inline)
- Create IndexCardRow component for horizontal metric display
- Create FilterChip component for removable filter tags
- Redesign Command Center with flat sections, reduced cards
- Tighten AppShell spacing (sidebar w-56, header mb-3, main space-y-4)

Design goals achieved:
- Denser, cleaner terminal-style layout
- Reduced card usage in favor of flat sections with dividers
- More space-efficient controls and metrics
- Better use of widescreen layouts
2026-03-16 19:51:00 -04:00
69b45f35e3 Make coverage filing sync explicit 2026-03-14 19:54:59 -04:00
61b072d31f Fix filings ticker scope consistency 2026-03-14 19:16:04 -04:00
ac3b036c93 Fix post-auth session handoff flow 2026-03-14 19:12:35 -04:00
72bf64aeec Merge branch 't3code/company-overview-loading-cache' 2026-03-13 19:05:25 -04:00
0394f4e795 Add company overview skeleton and cache 2026-03-13 19:05:17 -04:00
30977dc15f Fix financial taxonomy snapshot normalization 2026-03-13 19:01:56 -04:00
e5141238fb WIP main worktree changes before merge 2026-03-13 00:20:22 -04:00
ba385586bc Rebuild company overview analysis page 2026-03-12 20:39:30 -04:00
b9a1d8ba40 Fix sidebar hydration flash 2026-03-12 16:29:28 -04:00
33ce48f53c feat(financials): add compact surface UI and graphing states 2026-03-12 15:25:21 -04:00
f2c25fb9c6 Improve workflow error messaging 2026-03-09 23:51:37 -04:00
fa2de3e259 Improve financial statement value formatting 2026-03-09 18:58:15 -04:00
12a9741eca Improve job status notifications 2026-03-09 18:53:41 -04:00
1a18ac825d Merge branch 't3code/clean-flat-ui-layout' 2026-03-08 22:48:45 -04:00
c3f3c3d5a9 Refresh app theme and update dependencies 2026-03-08 11:09:36 -04:00
21246df434 Flatten dashboard sections and emphasize data regions 2026-03-08 10:38:27 -04:00
7a70545f09 Merge branch 't3code/expand-research-management-plan'
# Conflicts:
#	app/analysis/page.tsx
#	app/watchlist/page.tsx
#	components/shell/app-shell.tsx
#	lib/api.ts
#	lib/query/options.ts
#	lib/server/api/app.ts
#	lib/server/db/index.test.ts
#	lib/server/db/index.ts
#	lib/server/db/schema.ts
#	lib/server/repos/research-journal.ts
#	lib/types.ts
2026-03-07 20:39:49 -05:00
e20aba998b Add search and RAG workspace flows 2026-03-07 20:34:00 -05:00
62bacdf104 Add research workspace and graphing flows 2026-03-07 16:52:35 -05:00
db01f207a5 Expand financials surfaces with ratios, KPIs, and cadence support
- Add bundled financial modeling pipeline (ratios, KPI dimensions/notes, trend series, standardization)
- Introduce company financial bundles storage (Drizzle migration + repo wiring)
- Refactor financials page/API/query flow to use surfaceKind + cadence and new response shapes
2026-03-07 15:16:35 -05:00
52136271d3 Implement fiscal-style research MVP flows
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2026-03-07 09:51:18 -05:00
8b1fff4130 Implement dual-surface financials and db bootstrap 2026-03-06 16:24:56 -05:00
8e62c66677 Run playwright UI tests 2026-03-06 14:40:43 -05:00
610fce8db3 Add category and tags granularity to company sync flows 2026-03-03 23:10:08 -05:00
812c4803f2 Add sync financials button on financials page 2026-03-02 21:29:46 -05:00
d81a681905 feat: migrate task jobs to workflow notifications + timeline 2026-03-02 14:29:31 -05:00
3424a8e598 feat(financials): replace filter cards with compact extensible control bar 2026-03-02 09:34:11 -05:00
dc84f34fe9 upgrade navigation and route prefetch responsiveness 2026-03-01 20:45:08 -05:00
b8309c9969 Add K/M/B scale toggles for financial displays 2026-03-01 19:23:45 -05:00
6cef5f95ad Fix portfolio matrix right-edge overflow in fullscreen 2026-03-01 19:15:29 -05:00
856af03b39 Replace financial trend chart with financial table 2026-03-01 18:48:59 -05:00
75408f8559 Focus financial views on quarter/FY ends and add period filters 2026-03-01 18:43:48 -05:00
2a5b548d89 Prioritize SEC financials for 10-K/10-Q and keep other filings qualitative 2026-03-01 00:37:47 -05:00
953d7c0099 Fix AI workflow retry loops and improve fallback handling 2026-02-28 22:01:07 -05:00
3cc085e583 Add financials page and navigation links 2026-02-28 22:00:11 -05:00
0615534f4b chore: commit all current changes 2026-02-28 15:13:21 -05:00
b9f3b7f9d0 Migrate AI runtime to SDK and hardcode Zhipu coding endpoint 2026-02-28 13:59:00 -05:00
abae5e7486 Make filings page responsive and add original filing links 2026-02-28 13:55:04 -05:00
73d9ccafd6 Support Nginx-authenticated OpenClaw and fix workflow retry start context 2026-02-27 11:42:50 -05:00
7c3836068f Add company analysis view with financials, price history, filings, and AI reports 2026-02-27 09:57:44 -05:00
74fee52c4e chore: commit all changes 2026-02-26 13:26:18 -05:00
ae9f081f90 simplify better-auth integration in elysia routes 2026-02-24 21:04:06 -05:00
11eeafafef Migrate API to Elysia and switch runtime to Bun 2026-02-24 15:50:40 -05:00
52a4ab38d3 implement better-auth auth with postgres and route protection 2026-02-24 13:32:43 -05:00
fd168f607c upgrade dependencies and docker builds to npm latest 2026-02-24 11:20:18 -05:00
168c05cb71 flatten app to repo root and update docker deployment for single-stack runtime 2026-02-24 00:25:03 -05:00