Neon-Desk/e2e/research-mvp.spec.ts

import { expect, test, type Page, type TestInfo } from '@playwright/test';
import { execFileSync } from 'node:child_process';
import { join } from 'node:path';

const PASSWORD = 'Sup3rSecure!123';
const E2E_DATABASE_PATH = join(process.cwd(), 'data', 'e2e.sqlite');

test.describe.configure({ mode: 'serial' });

function toSlug(value: string) {
  return value
    .toLowerCase()
    .replace(/[^a-z0-9]+/g, '-')
    .replace(/^-+|-+$/g, '')
    .slice(0, 48);
}

async function signUp(page: Page, testInfo: TestInfo) {
  const email = `playwright-research-${testInfo.workerIndex}-${toSlug(testInfo.title)}-${Date.now()}@example.com`;

  await page.goto('/auth/signup');
  await page.locator('input[autocomplete="name"]').fill('Playwright Research User');
  await page.locator('input[autocomplete="email"]').fill(email);
  await page.locator('input[autocomplete="new-password"]').first().fill(PASSWORD);
  await page.locator('input[autocomplete="new-password"]').nth(1).fill(PASSWORD);
  await page.getByRole('button', { name: 'Create account' }).click();

  await expect(page).toHaveURL(/\/$/);
  return email;
}

function seedFiling(input: {
  ticker: string;
  companyName: string;
  accessionNumber: string;
  filingType: '10-K' | '10-Q';
  filingDate: string;
  summary: string;
}) {
  const now = new Date().toISOString();

  execFileSync('python3', [
    '-c',
    `
import json
import sqlite3
import sys

db_path, ticker, filing_type, filing_date, accession, company_name, now, summary = sys.argv[1:]
connection = sqlite3.connect(db_path)
try:
    connection.execute(
        """
        INSERT INTO filing (
            ticker,
            filing_type,
            filing_date,
            accession_number,
            cik,
            company_name,
            filing_url,
            submission_url,
            primary_document,
            metrics,
            analysis,
            created_at,
            updated_at
        ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
        """,
        (
            ticker,
            filing_type,
            filing_date,
            accession,
            "0001045810",
            company_name,
            f"https://www.sec.gov/Archives/{accession}.htm",
            f"https://www.sec.gov/submissions/{accession}.json",
            f"{accession}.htm",
            json.dumps({
                "revenue": 61000000000,
                "netIncome": 29000000000,
                "totalAssets": 98000000000,
                "cash": 27000000000,
                "debt": 11000000000,
            }),
            json.dumps({
                "provider": "playwright",
                "model": "fixture",
                "text": summary,
            }),
            now,
            now,
        ),
    )
    connection.commit()
finally:
    connection.close()
    `,
    E2E_DATABASE_PATH,
    input.ticker,
    input.filingType,
    input.filingDate,
    input.accessionNumber,
    input.companyName,
    now,
    input.summary
  ]);
}

test('supports the core coverage-to-research workflow', async ({ page }, testInfo) => {
  const accessionNumber = `0001045810-26-${String(Date.now()).slice(-6)}`;
  await signUp(page, testInfo);

  seedFiling({
    ticker: 'NVDA',
    companyName: 'NVIDIA Corporation',
    accessionNumber,
    filingType: '10-K',
    filingDate: '2026-02-18',
    summary: 'AI datacenter demand remained the central upside driver with expanding operating leverage.'
  });

  await page.goto('/watchlist');
  await page.getByLabel('Coverage ticker').fill('NVDA');
  await page.getByLabel('Coverage company name').fill('NVIDIA Corporation');
  await page.getByLabel('Coverage sector').fill('Technology');
  await page.getByLabel('Coverage category').fill('Core');
  await page.getByLabel('Coverage tags').fill('AI, semis');
  await page.getByRole('button', { name: 'Save coverage' }).click();

  await expect(page.getByRole('cell', { name: 'NVIDIA Corporation' })).toBeVisible();
  await page.getByLabel('NVDA status').selectOption('active');
  await expect(page.getByLabel('NVDA status')).toHaveValue('active');
  await page.getByLabel('NVDA priority').selectOption('high');
  await expect(page.getByLabel('NVDA priority')).toHaveValue('high');

  await page.getByRole('link', { name: /^Analyze/ }).first().click();
  await expect(page).toHaveURL(/\/analysis\?ticker=NVDA/);
  await expect(page.getByText('Coverage Workflow')).toBeVisible();

  await page.getByLabel('Journal title').fill('Own-the-stack moat check');
  await page.getByLabel('Journal body').fill('Monitor hyperscaler concentration, gross margin durability, and Blackwell shipment cadence.');
  await page.getByRole('button', { name: 'Save note' }).click();
  await expect(page.getByText('Own-the-stack moat check')).toBeVisible();

  await page.getByRole('link', { name: 'Open summary' }).first().click();
  await expect(page).toHaveURL(/\/analysis\/reports\/NVDA\//);
  await page.getByRole('button', { name: 'Add to journal' }).click();
  await expect(page.getByText('Saved to the company research journal.')).toBeVisible();

  await page.getByRole('link', { name: 'Back to analysis' }).click();
  await expect(page).toHaveURL(/\/analysis\?ticker=NVDA/);
  await expect(page.getByText('10-K AI memo')).toBeVisible();

  await page.getByRole('link', { name: 'Open financials' }).click();
  await expect(page).toHaveURL(/\/financials\?ticker=NVDA/);

  await page.getByRole('link', { name: 'Filings' }).first().click();
  await expect(page).toHaveURL(/\/filings\?ticker=NVDA/);
  await expect(page.getByRole('cell', { name: 'NVIDIA Corporation' })).toBeVisible();
  await expect(page.getByRole('button', { name: /journal/i }).first()).toBeVisible();
});

test('supports add, edit, and delete holding flows with summary refresh', async ({ page }, testInfo) => {
  await signUp(page, testInfo);

  await page.goto('/portfolio');
  await page.getByLabel('Holding ticker').fill('MSFT');
  await page.getByLabel('Holding company name').fill('Microsoft Corporation');
  await page.getByLabel('Holding shares').fill('10');
  await page.getByLabel('Holding average cost').fill('100');
  await page.getByLabel('Holding current price').fill('110');
  await page.getByRole('button', { name: 'Save holding' }).click();

  await expect(page.getByText('Microsoft Corporation')).toBeVisible();
  await expect(page.getByRole('cell', { name: '$1,100.00' })).toBeVisible();

  await page.getByRole('button', { name: /^Edit$/ }).first().click();
  await page.getByLabel('Holding company name').fill('Microsoft Corp.');
  await page.getByLabel('Holding current price').fill('120');
  await page.getByRole('button', { name: 'Update holding' }).click();

  await expect(page.getByText('Microsoft Corp.')).toBeVisible();
  await expect(page.getByRole('cell', { name: '$1,200.00' })).toBeVisible();

  await page.getByRole('button', { name: /^Delete$/ }).first().click();
  await expect(page.getByText('No holdings added yet.')).toBeVisible();
});