Preserve ticker context across navigation and improve filings ledger scanability #9

New Issue

Francy51 · 2026-03-14T22:16:30Z

Francy51 commented

2026-03-14 22:16:30 +00:00

Summary

Ticker context is inconsistent across navigation, and the filings ledger is too dense by default for fast scanning.

Evidence

Manual pass showed some links carrying ticker context while others dropped back to untickered routes such as /analysis.
The app often compensated by defaulting to MSFT, which felt implicit rather than intentional.
The Filings page loaded 100 records into a single ledger, creating a long scan path before the user could identify the next action.

Expected

Moving between modules should preserve the active company context whenever possible, and large filing lists should remain easy to scan.

Acceptance Criteria

Primary intra-app navigation preserves the active ticker when the destination supports it.
The app avoids surprising fallback tickers on untickered transitions.
The filings ledger adds pagination, grouping, or stronger filter summaries to reduce scan cost.
Users can quickly confirm the current company context and scope from the page chrome alone.

## Summary Ticker context is inconsistent across navigation, and the filings ledger is too dense by default for fast scanning. ## Evidence - Manual pass showed some links carrying ticker context while others dropped back to untickered routes such as `/analysis`. - The app often compensated by defaulting to `MSFT`, which felt implicit rather than intentional. - The Filings page loaded 100 records into a single ledger, creating a long scan path before the user could identify the next action. ## Expected - Moving between modules should preserve the active company context whenever possible, and large filing lists should remain easy to scan. ## Acceptance Criteria - Primary intra-app navigation preserves the active ticker when the destination supports it. - The app avoids surprising fallback tickers on untickered transitions. - The filings ledger adds pagination, grouping, or stronger filter summaries to reduce scan cost. - Users can quickly confirm the current company context and scope from the page chrome alone.

Francy51 added the P2 label 2026-03-14 22:16:30 +00:00

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Reference: Francy51/Neon-Desk#9