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`;
  const baseURL = process.env.PLAYWRIGHT_BASE_URL ?? 'http://127.0.0.1:3400';
  const output = execFileSync('bun', [
    '-e',
    `
const [email, password] = process.argv.slice(1);
const { auth } = await import('./lib/auth');
const response = await auth.api.signUpEmail({
  body: {
    name: 'Playwright Research User',
    email,
    password,
    callbackURL: '/'
  },
  asResponse: true
});

console.log(JSON.stringify({
  status: response.status,
  sessionCookie: response.headers.get('set-cookie')
}));
    `,
    email,
    PASSWORD
  ], {
    cwd: process.cwd(),
    env: {
      ...process.env,
      DATABASE_URL: `file:${E2E_DATABASE_PATH}`,
      BETTER_AUTH_BASE_URL: baseURL,
      BETTER_AUTH_SECRET: 'playwright-e2e-secret-playwright-e2e-secret',
      BETTER_AUTH_TRUSTED_ORIGINS: baseURL
    },
    encoding: 'utf8'
  });

  const { status, sessionCookie } = JSON.parse(output) as { status: number; sessionCookie: string | null };
  expect(status).toBe(200);
  expect(sessionCookie).toBeTruthy();

  const [cookieNameValue] = sessionCookie!.split(';');
  const separatorIndex = cookieNameValue!.indexOf('=');
  const cookieName = cookieNameValue!.slice(0, separatorIndex);
  const cookieValue = cookieNameValue!.slice(separatorIndex + 1);

  await page.context().addCookies([{
    name: cookieName,
    value: cookieValue,
    url: baseURL,
    httpOnly: true,
    sameSite: 'Lax'
  }]);

  await page.goto('/');
  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) => {
  test.slow();
  const accessionNumber = `0001045810-26-${String(Date.now()).slice(-6)}`;
  const uploadFixture = join(process.cwd(), 'e2e', 'fixtures', 'sample-research.txt');
  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.getByRole('link', { name: 'Open research' }).click();
  await expect(page).toHaveURL(/\/research\?ticker=NVDA/);
  await page.getByLabel('Research note title').fill('Own-the-stack moat check');
  await page.getByLabel('Research note summary').fill('Initial moat checkpoint');
  await page.getByLabel('Research note body').fill('Monitor hyperscaler concentration, gross margin durability, and Blackwell shipment cadence.');
  await page.getByLabel('Research note tags').fill('moat, thesis');
  await page.getByRole('button', { name: 'Save note' }).click();
  await expect(page.getByText('Saved note to the research library.')).toBeVisible();

  await page.getByLabel('Upload title').fill('Supply-chain diligence');
  await page.getByLabel('Upload summary').fill('Vendor and channel-check notes');
  await page.getByLabel('Upload tags').fill('diligence, channel-check');
  await page.getByLabel('Upload file').setInputFiles(uploadFixture);
  await page.locator('button', { hasText: 'Upload file' }).click();
  await expect(page.getByText('Uploaded research file.')).toBeVisible();

  await page.goto(`/analysis?ticker=NVDA`);
  await page.getByRole('link', { name: 'Open summary' }).first().click();
  await expect(page).toHaveURL(/\/analysis\/reports\/NVDA\//);
  await page.getByRole('button', { name: 'Save to library' }).click();
  await expect(page.getByText('Saved to the company research library.')).toBeVisible();

  await page.goto('/research?ticker=NVDA');
  await page.waitForLoadState('networkidle');
  await expect(page).toHaveURL(/\/research\?ticker=NVDA/);
  await expect(page.getByRole('heading', { name: '10-K AI memo' }).first()).toBeVisible();

  await page.getByLabel('Memo rating').selectOption('buy');
  await page.getByLabel('Memo conviction').selectOption('high');
  await page.getByLabel('Memo time horizon').fill('24');
  await page.getByLabel('Packet title').fill('NVIDIA buy-side packet');
  await page.getByLabel('Packet subtitle').fill('AI infrastructure compounder');
  await page.getByLabel('Memo Thesis').fill('Maintain a constructive stance as datacenter demand and platform depth widen the moat.');
  await page.getByLabel('Memo Catalysts').fill('Blackwell ramp, enterprise inference demand, and sustained operating leverage.');
  await page.getByLabel('Memo Risks').fill('Customer concentration, competition, and execution on supply.');
  await page.getByRole('button', { name: 'Save memo' }).click();
  await expect(page.getByText('Saved investment memo.')).toBeVisible();

  await page.getByRole('button', { name: 'Attach' }).first().click();
  await expect(page.getByText('Attached evidence to Thesis.')).toBeVisible();

  await page.goto('/analysis?ticker=NVDA');
  await expect(page).toHaveURL(/\/analysis\?ticker=NVDA/);

  await page.goto('/financials?ticker=NVDA');
  await expect(page).toHaveURL(/\/financials\?ticker=NVDA/);

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

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