Neon-Desk/e2e/filings.spec.ts

import { expect, test, type Page } from '@playwright/test';

const PASSWORD = 'Sup3rSecure!123';

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

type FilingFixture = {
  id: number;
  ticker: string;
  filing_type: '10-K' | '10-Q' | '8-K';
  filing_date: string;
  accession_number: string;
  cik: string;
  company_name: string;
  filing_url: string | null;
  submission_url: string | null;
  primary_document: string | null;
  metrics: {
    revenue: number | null;
    netIncome: number | null;
    totalAssets: number | null;
    cash: number | null;
    debt: number | null;
  } | null;
  analysis: null;
  created_at: string;
  updated_at: string;
};

function uniqueEmail(prefix: string) {
  return `${prefix}-${Date.now()}-${Math.random().toString(36).slice(2, 8)}@example.com`;
}

function createFiling(input: {
  id: number;
  ticker: string;
  accessionNumber: string;
  filingType: '10-K' | '10-Q' | '8-K';
  filingDate: string;
  companyName: string;
  revenue?: number | null;
}): FilingFixture {
  return {
    id: input.id,
    ticker: input.ticker,
    filing_type: input.filingType,
    filing_date: input.filingDate,
    accession_number: input.accessionNumber,
    cik: '0001045810',
    company_name: input.companyName,
    filing_url: `https://www.sec.gov/Archives/${input.accessionNumber}.htm`,
    submission_url: `https://www.sec.gov/submissions/${input.accessionNumber}.json`,
    primary_document: `${input.accessionNumber}.htm`,
    metrics: input.revenue === undefined
      ? null
      : {
        revenue: input.revenue,
        netIncome: null,
        totalAssets: null,
        cash: null,
        debt: null
      },
    analysis: null,
    created_at: '2026-03-14T12:00:00.000Z',
    updated_at: '2026-03-14T12:00:00.000Z'
  };
}

async function signUp(page: Page, email: string) {
  await page.goto('/auth/signup');
  await page.locator('input[autocomplete="name"]').fill('Playwright Filings 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.getByRole('heading', { name: 'Command Center' })).toBeVisible({ timeout: 30_000 });
  await expect(page).toHaveURL(/\/$/, { timeout: 30_000 });
}

async function installFilingsRouteStub(
  page: Page,
  options?: {
    unscopedDelayMs?: number;
    scopedDelayMs?: number;
  }
) {
  const nvdaFilings = [
    createFiling({
      id: 1,
      ticker: 'NVDA',
      accessionNumber: '0001045810-26-000001',
      filingType: '10-K',
      filingDate: '2026-03-13',
      companyName: 'NVIDIA Corporation',
      revenue: 130_500_000_000
    })
  ];
  const msftFilings = [
    createFiling({
      id: 2,
      ticker: 'MSFT',
      accessionNumber: '0000789019-26-000002',
      filingType: '10-Q',
      filingDate: '2026-03-12',
      companyName: 'Microsoft Corporation',
      revenue: 71_000_000_000
    })
  ];
  const mixedFilings = [...nvdaFilings, ...msftFilings];

  await page.route(/\/api\/filings(\?.*)?$/, async (route) => {
    const url = new URL(route.request().url());
    const ticker = url.searchParams.get('ticker')?.trim().toUpperCase() ?? null;
    const delay = ticker === 'NVDA'
      ? options?.scopedDelayMs ?? 0
      : options?.unscopedDelayMs ?? 0;

    if (delay > 0) {
      await page.waitForTimeout(delay);
    }

    const filings = ticker === 'NVDA' ? nvdaFilings : mixedFilings;

    await route.fulfill({
      status: 200,
      contentType: 'application/json',
      body: JSON.stringify({ filings })
    });
  });
}

async function filingsLedger(page: Page) {
  return page.locator('section').filter({
    has: page.getByRole('heading', { name: 'Filing Ledger' })
  }).first();
}

test('direct URL entry keeps the filings ledger scoped to the URL ticker', async ({ page }) => {
  await signUp(page, uniqueEmail('playwright-filings-direct'));
  await installFilingsRouteStub(page);

  await page.goto('/filings?ticker=NVDA', { waitUntil: 'domcontentloaded' });

  const ledger = await filingsLedger(page);

  await expect(page).toHaveURL(/\/filings\?ticker=NVDA$/);
  await expect(ledger.getByText('1 records loaded for NVDA. Values shown in Millions (M).')).toBeVisible();
  await expect(ledger.getByRole('cell', { name: 'NVIDIA Corporation' })).toBeVisible();
  await expect(ledger.getByRole('cell', { name: 'Microsoft Corporation' })).toHaveCount(0);
});

test('apply and clear keep the URL and visible filings rows aligned', async ({ page }) => {
  await signUp(page, uniqueEmail('playwright-filings-apply-clear'));
  await installFilingsRouteStub(page);

  await page.goto('/filings', { waitUntil: 'domcontentloaded' });

  const ledger = await filingsLedger(page);

  await expect(page).toHaveURL(/\/filings$/);
  await expect(ledger.getByText('2 records loaded. Values shown in Millions (M).')).toBeVisible();
  await expect(ledger.getByRole('cell', { name: 'NVIDIA Corporation' })).toBeVisible();
  await expect(ledger.getByRole('cell', { name: 'Microsoft Corporation' })).toBeVisible();

  await page.getByPlaceholder('Ticker filter').fill('nvda');
  await page.getByRole('button', { name: 'Apply' }).click();

  await expect(page).toHaveURL(/\/filings\?ticker=NVDA$/);
  await expect(ledger.getByText('1 records loaded for NVDA. Values shown in Millions (M).')).toBeVisible();
  await expect(ledger.getByRole('cell', { name: 'NVIDIA Corporation' })).toBeVisible();
  await expect(ledger.getByRole('cell', { name: 'Microsoft Corporation' })).toHaveCount(0);

  await page.getByRole('button', { name: 'Clear' }).click();

  await expect(page).toHaveURL(/\/filings$/);
  await expect(ledger.getByText('2 records loaded. Values shown in Millions (M).')).toBeVisible();
  await expect(ledger.getByRole('cell', { name: 'NVIDIA Corporation' })).toBeVisible();
  await expect(ledger.getByRole('cell', { name: 'Microsoft Corporation' })).toBeVisible();
});

test('a stale global filings response cannot overwrite a newer scoped ledger', async ({ page }) => {
  await signUp(page, uniqueEmail('playwright-filings-stale'));
  await installFilingsRouteStub(page, {
    unscopedDelayMs: 900,
    scopedDelayMs: 50
  });

  await page.goto('/filings', { waitUntil: 'domcontentloaded' });

  const ledger = await filingsLedger(page);

  await page.getByPlaceholder('Ticker filter').fill('NVDA');
  await page.getByRole('button', { name: 'Apply' }).click();

  await expect(page).toHaveURL(/\/filings\?ticker=NVDA$/);
  await expect(ledger.getByText('1 records loaded for NVDA. Values shown in Millions (M).')).toBeVisible();

  await page.waitForTimeout(1_100);

  await expect(ledger.getByRole('cell', { name: 'NVIDIA Corporation' })).toBeVisible();
  await expect(ledger.getByRole('cell', { name: 'Microsoft Corporation' })).toHaveCount(0);
});