476 lines
19 KiB
TypeScript
476 lines
19 KiB
TypeScript
'use client';
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import { useQueryClient } from '@tanstack/react-query';
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import Link from 'next/link';
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import { useCallback, useEffect, useMemo, useState } from 'react';
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import { Suspense } from 'react';
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import { format } from 'date-fns';
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import { Bot, Download, ExternalLink, Search, TimerReset } from 'lucide-react';
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import { useSearchParams } from 'next/navigation';
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import { AppShell } from '@/components/shell/app-shell';
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import { Panel } from '@/components/ui/panel';
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import { Button } from '@/components/ui/button';
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import { Input } from '@/components/ui/input';
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import { useAuthGuard } from '@/hooks/use-auth-guard';
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import { useLinkPrefetch } from '@/hooks/use-link-prefetch';
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import { queueFilingAnalysis, queueFilingSync } from '@/lib/api';
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import type { Filing } from '@/lib/types';
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import { formatCurrencyByScale, type NumberScaleUnit } from '@/lib/format';
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import { queryKeys } from '@/lib/query/keys';
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import { filingsQueryOptions } from '@/lib/query/options';
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const FINANCIAL_VALUE_SCALE_OPTIONS: Array<{ value: NumberScaleUnit; label: string }> = [
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{ value: 'thousands', label: 'Thousands (K)' },
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{ value: 'millions', label: 'Millions (M)' },
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{ value: 'billions', label: 'Billions (B)' }
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];
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export default function FilingsPage() {
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return (
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<Suspense fallback={<div className="flex min-h-screen items-center justify-center text-sm text-[color:var(--terminal-muted)]">Opening filings stream...</div>}>
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<FilingsPageContent />
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</Suspense>
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);
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}
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function formatFilingDate(value: string) {
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const date = new Date(value);
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if (Number.isNaN(date.getTime())) {
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return 'Unknown';
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}
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return format(date, 'MMM dd, yyyy');
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}
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function hasFinancialSnapshot(filing: Filing) {
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return filing.filing_type === '10-K' || filing.filing_type === '10-Q';
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}
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function parseTagsInput(input: string) {
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const unique = new Set<string>();
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for (const segment of input.split(',')) {
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const tag = segment.trim();
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if (!tag) {
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continue;
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}
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unique.add(tag);
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}
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return [...unique];
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}
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function asScaledFinancialSnapshot(
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value: number | null | undefined,
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scale: NumberScaleUnit
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) {
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if (value === null || value === undefined) {
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return 'n/a';
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}
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return formatCurrencyByScale(value, scale);
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}
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function resolveOriginalFilingUrl(filing: Filing) {
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if (filing.filing_url) {
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return filing.filing_url;
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}
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if (!filing.primary_document) {
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return null;
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}
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const cikDigits = filing.cik.replace(/\D/g, '');
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const cikValue = Number.parseInt(cikDigits, 10);
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if (!cikDigits || Number.isNaN(cikValue)) {
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return null;
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}
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const compactAccession = filing.accession_number.replace(/-/g, '');
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if (!compactAccession) {
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return null;
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}
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return `https://www.sec.gov/Archives/edgar/data/${cikValue}/${compactAccession}/${filing.primary_document}`;
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}
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type FilingExternalLinkProps = {
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href: string;
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label: string;
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};
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function FilingExternalLink({ href, label }: FilingExternalLinkProps) {
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return (
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<a
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href={href}
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target="_blank"
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rel="noreferrer"
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className="inline-flex items-center gap-1 rounded-md border border-[color:var(--line-weak)] px-2 py-1 text-xs text-[color:var(--accent)] transition hover:border-[color:var(--line-strong)] hover:text-[color:var(--accent-strong)]"
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>
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{label}
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<ExternalLink className="size-3" />
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</a>
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);
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}
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function FilingsPageContent() {
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const { isPending, isAuthenticated } = useAuthGuard();
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const searchParams = useSearchParams();
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const queryClient = useQueryClient();
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const { prefetchReport } = useLinkPrefetch();
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const [filings, setFilings] = useState<Filing[]>([]);
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const [loading, setLoading] = useState(true);
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const [error, setError] = useState<string | null>(null);
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const [syncTickerInput, setSyncTickerInput] = useState('');
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const [syncCategoryInput, setSyncCategoryInput] = useState('');
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const [syncTagsInput, setSyncTagsInput] = useState('');
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const [filterTickerInput, setFilterTickerInput] = useState('');
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const [searchTicker, setSearchTicker] = useState('');
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const [financialValueScale, setFinancialValueScale] = useState<NumberScaleUnit>('millions');
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useEffect(() => {
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const ticker = searchParams.get('ticker');
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if (ticker) {
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const normalized = ticker.toUpperCase();
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setSyncTickerInput(normalized);
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setFilterTickerInput(normalized);
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setSearchTicker(normalized);
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}
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}, [searchParams]);
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const loadFilings = useCallback(async (ticker?: string) => {
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const options = filingsQueryOptions({ ticker, limit: 120 });
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if (!queryClient.getQueryData(options.queryKey)) {
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setLoading(true);
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}
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setError(null);
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try {
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const response = await queryClient.ensureQueryData(options);
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setFilings(response.filings);
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} catch (err) {
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setError(err instanceof Error ? err.message : 'Unable to fetch filings');
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} finally {
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setLoading(false);
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}
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}, [queryClient]);
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useEffect(() => {
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if (!isPending && isAuthenticated) {
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void loadFilings(searchTicker || undefined);
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}
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}, [isPending, isAuthenticated, searchTicker, loadFilings]);
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const triggerSync = async () => {
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if (!syncTickerInput.trim()) {
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return;
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}
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try {
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await queueFilingSync({
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ticker: syncTickerInput.trim().toUpperCase(),
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limit: 20,
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category: syncCategoryInput.trim() || undefined,
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tags: parseTagsInput(syncTagsInput)
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});
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void queryClient.invalidateQueries({ queryKey: queryKeys.recentTasks(20) });
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void queryClient.invalidateQueries({ queryKey: ['filings'] });
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await loadFilings(searchTicker || undefined);
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} catch (err) {
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setError(err instanceof Error ? err.message : 'Failed to queue filing sync');
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}
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};
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const triggerAnalysis = async (accessionNumber: string) => {
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try {
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await queueFilingAnalysis(accessionNumber);
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void queryClient.invalidateQueries({ queryKey: queryKeys.recentTasks(20) });
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void queryClient.invalidateQueries({ queryKey: ['report'] });
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} catch (err) {
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setError(err instanceof Error ? err.message : 'Failed to queue filing analysis');
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}
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};
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const groupedByTicker = useMemo(() => {
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const counts = new Map<string, number>();
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for (const filing of filings) {
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counts.set(filing.ticker, (counts.get(filing.ticker) ?? 0) + 1);
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}
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return counts;
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}, [filings]);
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const selectedFinancialScaleLabel = useMemo(() => {
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return FINANCIAL_VALUE_SCALE_OPTIONS.find((option) => option.value === financialValueScale)?.label ?? 'Millions (M)';
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}, [financialValueScale]);
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if (isPending || !isAuthenticated) {
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return <div className="flex min-h-screen items-center justify-center text-sm text-[color:var(--terminal-muted)]">Opening filings stream...</div>;
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}
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return (
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<AppShell
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title="Filings"
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subtitle="Sync SEC submissions, keep 10-K/10-Q financial snapshots, and analyze qualitative signals from other forms."
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activeTicker={searchTicker || null}
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actions={(
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<Button
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variant="secondary"
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className="w-full sm:w-auto"
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onClick={() => {
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void queryClient.invalidateQueries({ queryKey: queryKeys.filings(searchTicker || null, 120) });
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void loadFilings(searchTicker || undefined);
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}}
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>
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<TimerReset className="size-4" />
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Refresh table
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</Button>
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)}
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>
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<div className="grid grid-cols-1 gap-5 lg:grid-cols-[1.2fr_1fr]">
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<Panel title="Sync Controller" subtitle="Queue ingestion jobs by ticker symbol.">
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<form
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className="flex flex-col gap-3 sm:flex-row sm:flex-wrap sm:items-center"
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onSubmit={(event) => {
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event.preventDefault();
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void triggerSync();
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}}
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>
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<Input
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value={syncTickerInput}
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onChange={(event) => setSyncTickerInput(event.target.value.toUpperCase())}
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placeholder="Ticker (AAPL)"
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className="w-full sm:max-w-xs"
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/>
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<Input
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value={syncCategoryInput}
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onChange={(event) => setSyncCategoryInput(event.target.value)}
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placeholder="Category (optional)"
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className="w-full sm:max-w-xs"
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/>
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<Input
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value={syncTagsInput}
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onChange={(event) => setSyncTagsInput(event.target.value)}
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placeholder="Tags (comma-separated)"
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className="w-full sm:max-w-xs"
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/>
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<Button type="submit" className="w-full sm:w-auto">
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<Download className="size-4" />
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Queue sync
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</Button>
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</form>
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</Panel>
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<Panel title="Search Index" subtitle="Filter by ticker in the local filing index.">
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<form
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className="flex flex-col gap-3 sm:flex-row sm:flex-wrap sm:items-center"
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onSubmit={(event) => {
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event.preventDefault();
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setSearchTicker(filterTickerInput.trim().toUpperCase());
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}}
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>
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<Input
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value={filterTickerInput}
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onChange={(event) => setFilterTickerInput(event.target.value.toUpperCase())}
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placeholder="Ticker filter"
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className="w-full sm:max-w-xs"
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/>
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<Button type="submit" variant="secondary" className="w-full sm:w-auto">
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<Search className="size-4" />
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Apply
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</Button>
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<Button
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type="button"
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variant="ghost"
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className="w-full sm:w-auto"
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onClick={() => {
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setFilterTickerInput('');
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setSearchTicker('');
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}}
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>
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Clear
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</Button>
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</form>
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</Panel>
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</div>
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<Panel
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title="Filing Ledger"
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subtitle={`${filings.length} records loaded${searchTicker ? ` for ${searchTicker}` : ''}. Values shown in ${selectedFinancialScaleLabel}.`}
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actions={(
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<div className="flex flex-wrap justify-end gap-2">
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{FINANCIAL_VALUE_SCALE_OPTIONS.map((option) => (
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<Button
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key={option.value}
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type="button"
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variant={option.value === financialValueScale ? 'primary' : 'ghost'}
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className="px-2 py-1 text-xs"
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onClick={() => setFinancialValueScale(option.value)}
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>
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{option.label}
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</Button>
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))}
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</div>
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)}
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>
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{error ? <p className="text-sm text-[#ffb5b5]">{error}</p> : null}
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{loading ? (
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<p className="text-sm text-[color:var(--terminal-muted)]">Fetching filings...</p>
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) : filings.length === 0 ? (
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<p className="text-sm text-[color:var(--terminal-muted)]">No filings available. Queue a sync job to ingest fresh SEC data.</p>
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) : (
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<div className="space-y-3">
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<div className="space-y-3 lg:hidden">
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{filings.map((filing) => {
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const financialForm = hasFinancialSnapshot(filing);
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const revenue = filing.metrics?.revenue;
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const hasAnalysis = Boolean(filing.analysis?.text || filing.analysis?.legacyInsights);
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const originalFilingUrl = resolveOriginalFilingUrl(filing);
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return (
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<article
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key={filing.accession_number}
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className="rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-4"
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>
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<div className="flex flex-wrap items-start justify-between gap-3">
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<div>
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<p className="text-sm font-semibold text-[color:var(--terminal-bright)]">{filing.ticker} · {filing.filing_type}</p>
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<p className="text-xs text-[color:var(--terminal-muted)]">{formatFilingDate(filing.filing_date)}</p>
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</div>
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<p className="text-xs text-[color:var(--terminal-muted)]">{hasAnalysis ? 'AI ready' : 'AI pending'}</p>
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</div>
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<p className="mt-2 text-sm text-[color:var(--terminal-bright)]">{filing.company_name}</p>
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<dl className="mt-3 grid grid-cols-1 gap-2 text-xs sm:grid-cols-2">
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<div className="rounded-md border border-[color:var(--line-weak)] px-2 py-1.5">
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<dt className="text-[color:var(--terminal-muted)]">Financial Snapshot</dt>
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<dd className="mt-1 text-[color:var(--terminal-bright)]">
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{financialForm ? asScaledFinancialSnapshot(revenue, financialValueScale) : 'Qualitative filing'}
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</dd>
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</div>
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<div className="rounded-md border border-[color:var(--line-weak)] px-2 py-1.5">
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<dt className="text-[color:var(--terminal-muted)]">Accession</dt>
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<dd className="mt-1 break-all text-[color:var(--terminal-bright)]">{filing.accession_number}</dd>
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</div>
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</dl>
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<div className="mt-3 flex flex-wrap items-center gap-2">
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{originalFilingUrl ? (
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<FilingExternalLink href={originalFilingUrl} label="Original filing" />
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) : (
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<span className="text-xs text-[color:var(--terminal-muted)]">Original filing unavailable</span>
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)}
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{filing.submission_url ? (
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<FilingExternalLink href={filing.submission_url} label="Submission" />
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) : null}
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<Button
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variant="ghost"
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onClick={() => void triggerAnalysis(filing.accession_number)}
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className="px-2 py-1 text-xs"
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>
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<Bot className="size-3" />
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Analyze
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</Button>
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{hasAnalysis ? (
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<Link
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href={`/analysis/reports/${filing.ticker}/${encodeURIComponent(filing.accession_number)}`}
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onMouseEnter={() => prefetchReport(filing.ticker, filing.accession_number)}
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onFocus={() => prefetchReport(filing.ticker, filing.accession_number)}
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className="inline-flex items-center rounded-md border border-[color:var(--line-weak)] px-2 py-1 text-xs text-[color:var(--accent)] transition hover:border-[color:var(--line-strong)] hover:text-[color:var(--accent-strong)]"
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>
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Open summary
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</Link>
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) : null}
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</div>
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</article>
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);
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})}
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</div>
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<div className="hidden overflow-x-auto lg:block">
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<table className="data-table w-full">
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<thead>
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<tr>
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<th>Ticker</th>
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<th>Type</th>
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<th>Filed</th>
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<th>Revenue Snapshot</th>
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<th>Company</th>
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<th>AI</th>
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<th>Links</th>
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<th>Action</th>
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</tr>
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</thead>
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<tbody>
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{filings.map((filing) => {
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const financialForm = hasFinancialSnapshot(filing);
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const revenue = filing.metrics?.revenue;
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const hasAnalysis = Boolean(filing.analysis?.text || filing.analysis?.legacyInsights);
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const originalFilingUrl = resolveOriginalFilingUrl(filing);
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return (
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<tr key={filing.accession_number}>
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<td>
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<div className="font-medium text-[color:var(--terminal-bright)]">{filing.ticker}</div>
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<div className="text-xs text-[color:var(--terminal-muted)]">{groupedByTicker.get(filing.ticker)} filings</div>
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</td>
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<td>{filing.filing_type}</td>
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<td>{formatFilingDate(filing.filing_date)}</td>
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<td>{financialForm ? asScaledFinancialSnapshot(revenue, financialValueScale) : 'Qualitative filing'}</td>
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<td className="max-w-[18rem]">{filing.company_name}</td>
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<td>{hasAnalysis ? 'Ready' : 'Not generated'}</td>
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<td>
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<div className="flex flex-wrap items-center gap-2">
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{originalFilingUrl ? (
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<FilingExternalLink href={originalFilingUrl} label="Original" />
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) : (
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<span className="text-xs text-[color:var(--terminal-muted)]">Unavailable</span>
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)}
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{filing.submission_url ? (
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<FilingExternalLink href={filing.submission_url} label="Submission" />
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) : null}
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</div>
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</td>
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<td>
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<div className="flex flex-wrap items-center gap-2">
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<Button
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variant="ghost"
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onClick={() => void triggerAnalysis(filing.accession_number)}
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className="px-2 py-1 text-xs"
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>
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<Bot className="size-3" />
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Analyze
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</Button>
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{hasAnalysis ? (
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<Link
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href={`/analysis/reports/${filing.ticker}/${encodeURIComponent(filing.accession_number)}`}
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onMouseEnter={() => prefetchReport(filing.ticker, filing.accession_number)}
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onFocus={() => prefetchReport(filing.ticker, filing.accession_number)}
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className="inline-flex items-center rounded-md border border-[color:var(--line-weak)] px-2 py-1 text-xs text-[color:var(--accent)] transition hover:border-[color:var(--line-strong)] hover:text-[color:var(--accent-strong)]"
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>
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Summary
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</Link>
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) : null}
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</div>
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</td>
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</tr>
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);
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})}
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</tbody>
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</table>
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</div>
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</div>
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)}
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</Panel>
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</AppShell>
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);
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}
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