Files
Neon-Desk/app/financials/page.tsx

1597 lines
53 KiB
TypeScript

"use client";
import { useQueryClient } from "@tanstack/react-query";
import Link from "next/link";
import {
Fragment,
Suspense,
useCallback,
useEffect,
useMemo,
useRef,
useState,
} from "react";
import { format } from "date-fns";
import { useSearchParams } from "next/navigation";
import {
CartesianGrid,
Line,
LineChart,
ResponsiveContainer,
Tooltip,
XAxis,
YAxis,
} from "recharts";
import {
AlertTriangle,
ChevronRight,
ChevronDown,
Download,
RefreshCcw,
Search,
} from "lucide-react";
import { NormalizationSummary } from "@/components/financials/normalization-summary";
import { StatementMatrix } from "@/components/financials/statement-matrix";
import { StatementRowInspector } from "@/components/financials/statement-row-inspector";
import { AppShell } from "@/components/shell/app-shell";
import {
FinancialsToolbar,
type FinancialControlSection,
} from "@/components/financials/financials-toolbar";
import { Button } from "@/components/ui/button";
import { Input } from "@/components/ui/input";
import { Panel } from "@/components/ui/panel";
import { useAuthGuard } from "@/hooks/use-auth-guard";
import { useLinkPrefetch } from "@/hooks/use-link-prefetch";
import { ensureTickerAutomation, queueFilingSync } from "@/lib/api";
import {
formatCurrencyByScale,
formatFinancialStatementValue,
formatPercent,
type NumberScaleUnit,
} from "@/lib/format";
import { buildGraphingHref } from "@/lib/graphing/catalog";
import { mergeFinancialPages } from "@/lib/financials/page-merge";
import {
buildStatementTree,
resolveStatementSelection,
type StatementInspectorSelection,
} from "@/lib/financials/statement-view-model";
import {
filterPeriodsByHistoryWindow,
financialHistoryLimit,
type FinancialHistoryWindow,
} from "@/lib/financials/history-window";
import { queryKeys } from "@/lib/query/keys";
import { companyFinancialStatementsQueryOptions } from "@/lib/query/options";
import type {
CompanyFinancialStatementsResponse,
DetailFinancialRow,
DerivedFinancialRow,
FinancialCadence,
FinancialDisplayMode,
FinancialSurfaceKind,
FinancialUnit,
RatioRow,
StandardizedFinancialRow,
StructuredKpiRow,
SurfaceFinancialRow,
TaxonomyStatementRow,
} from "@/lib/types";
type LoadOptions = {
cursor?: string | null;
append?: boolean;
};
type FlatDisplayRow =
| TaxonomyStatementRow
| StandardizedFinancialRow
| RatioRow
| StructuredKpiRow;
type StatementMatrixRow = SurfaceFinancialRow | DetailFinancialRow;
const FINANCIAL_VALUE_SCALE_OPTIONS: Array<{
value: NumberScaleUnit;
label: string;
}> = [
{ value: "thousands", label: "Thousands (K)" },
{ value: "millions", label: "Millions (M)" },
{ value: "billions", label: "Billions (B)" },
];
const SURFACE_OPTIONS = [
{ value: "income_statement", label: "Income" },
{ value: "balance_sheet", label: "Balance" },
{ value: "cash_flow_statement", label: "Cash Flow" },
{ value: "equity_statement", label: "Stockholders' Equity" },
{ value: "disclosures", label: "Disclosures" },
{ value: "ratios", label: "Ratios" },
{ value: "segments_kpis", label: "KPIs" },
];
const CADENCE_OPTIONS = [
{ value: "annual", label: "Annual" },
{ value: "quarterly", label: "Quarterly" },
{ value: "ltm", label: "LTM" },
];
const HISTORY_WINDOW_OPTIONS: Array<{
value: `${FinancialHistoryWindow}`;
label: string;
}> = [
{ value: "3", label: "3Y" },
{ value: "5", label: "5Y" },
{ value: "10", label: "10Y" },
];
const DISPLAY_MODE_OPTIONS = [
{ value: "standardized", label: "Standard" },
{ value: "faithful", label: "Faithful" },
];
const CHART_MUTED = "#a1a9b3";
const CHART_GRID = "rgba(196, 202, 211, 0.18)";
const CHART_TOOLTIP_BG = "rgba(31, 34, 39, 0.96)";
const CHART_TOOLTIP_BORDER = "rgba(220, 226, 234, 0.24)";
function formatLongDate(value: string) {
const parsed = new Date(value);
if (Number.isNaN(parsed.getTime())) {
return "Unknown";
}
return format(parsed, "MMM dd, yyyy");
}
function isTaxonomyRow(row: FlatDisplayRow): row is TaxonomyStatementRow {
return "localName" in row;
}
function isDerivedRow(row: FlatDisplayRow): row is DerivedFinancialRow {
return "formulaKey" in row;
}
function isKpiRow(row: FlatDisplayRow): row is StructuredKpiRow {
return "provenanceType" in row;
}
function rowValue(row: FlatDisplayRow, periodId: string) {
return row.values[periodId] ?? null;
}
function statementRowValue(row: StatementMatrixRow, periodId: string) {
return row.values[periodId] ?? null;
}
function isStatementSurfaceKind(surfaceKind: FinancialSurfaceKind) {
return (
surfaceKind === "income_statement" ||
surfaceKind === "balance_sheet" ||
surfaceKind === "cash_flow_statement" ||
surfaceKind === "equity_statement" ||
surfaceKind === "disclosures"
);
}
function formatMetricValue(input: {
value: number | null;
unit: FinancialUnit;
scale: NumberScaleUnit;
rowKey?: string | null;
surfaceKind: FinancialSurfaceKind;
isPercentChange?: boolean;
isCommonSize?: boolean;
}) {
if (input.value === null) {
return isStatementSurfaceKind(input.surfaceKind) ? "—" : "n/a";
}
if (isStatementSurfaceKind(input.surfaceKind)) {
return formatFinancialStatementValue({
value: input.value,
unit: input.unit,
scale: input.scale,
rowKey: input.rowKey,
surfaceKind: input.surfaceKind,
isPercentChange: input.isPercentChange,
isCommonSize: input.isCommonSize,
});
}
switch (input.unit) {
case "currency":
return formatCurrencyByScale(input.value, input.scale);
case "percent":
return formatPercent(input.value * 100);
case "shares":
case "count":
return new Intl.NumberFormat("en-US", {
notation: "compact",
maximumFractionDigits: 2,
}).format(input.value);
case "ratio":
return `${input.value.toFixed(2)}x`;
default:
return String(input.value);
}
}
function chartTickFormatter(
value: number,
unit: FinancialUnit,
scale: NumberScaleUnit,
surfaceKind: FinancialSurfaceKind,
rowKey?: string | null,
) {
if (!Number.isFinite(value)) {
return isStatementSurfaceKind(surfaceKind) ? "—" : "n/a";
}
return formatMetricValue({ value, unit, scale, surfaceKind, rowKey });
}
function buildDisplayValue(input: {
row: FlatDisplayRow;
periodId: string;
previousPeriodId: string | null;
commonSizeRow: FlatDisplayRow | null;
displayMode: FinancialDisplayMode;
showPercentChange: boolean;
showCommonSize: boolean;
scale: NumberScaleUnit;
surfaceKind: FinancialSurfaceKind;
}) {
const current = rowValue(input.row, input.periodId);
if (input.showPercentChange && input.previousPeriodId) {
const previous = rowValue(input.row, input.previousPeriodId);
if (current === null || previous === null || previous === 0) {
return isStatementSurfaceKind(input.surfaceKind) ? "—" : "n/a";
}
return formatMetricValue({
value: (current - previous) / previous,
unit: "percent",
scale: input.scale,
rowKey: input.row.key,
surfaceKind: input.surfaceKind,
isPercentChange: true,
});
}
if (input.showCommonSize) {
if (
input.surfaceKind === "ratios" &&
isDerivedRow(input.row) &&
input.row.unit === "percent"
) {
return formatPercent((current ?? 0) * 100);
}
if (input.displayMode === "faithful") {
return isStatementSurfaceKind(input.surfaceKind) ? "—" : "n/a";
}
const denominator = input.commonSizeRow
? rowValue(input.commonSizeRow, input.periodId)
: null;
if (current === null || denominator === null || denominator === 0) {
return isStatementSurfaceKind(input.surfaceKind) ? "—" : "n/a";
}
return formatMetricValue({
value: current / denominator,
unit: "percent",
scale: input.scale,
rowKey: input.row.key,
surfaceKind: input.surfaceKind,
isCommonSize: true,
});
}
const unit = isTaxonomyRow(input.row) ? "currency" : input.row.unit;
return formatMetricValue({
value: current,
unit,
scale: input.scale,
rowKey: input.row.key,
surfaceKind: input.surfaceKind,
});
}
function unitFromDetailRow(row: DetailFinancialRow): FinancialUnit {
const normalizedUnit = row.unit?.toLowerCase() ?? "";
if (normalizedUnit.includes("shares")) {
return "shares";
}
if (normalizedUnit === "pure" || normalizedUnit.includes("ratio")) {
return "ratio";
}
if (normalizedUnit.includes("percent")) {
return "percent";
}
return "currency";
}
function buildStatementTreeDisplayValue(input: {
row: StatementMatrixRow;
periodId: string;
previousPeriodId: string | null;
commonSizeRow: SurfaceFinancialRow | null;
showPercentChange: boolean;
showCommonSize: boolean;
scale: NumberScaleUnit;
surfaceKind: Extract<
FinancialSurfaceKind,
| "income_statement"
| "balance_sheet"
| "cash_flow_statement"
| "equity_statement"
| "disclosures"
>;
}) {
const current = statementRowValue(input.row, input.periodId);
if (input.showPercentChange && input.previousPeriodId) {
const previous = statementRowValue(input.row, input.previousPeriodId);
if (current === null || previous === null || previous === 0) {
return "—";
}
return formatMetricValue({
value: (current - previous) / previous,
unit: "percent",
scale: input.scale,
rowKey: input.row.key,
surfaceKind: input.surfaceKind,
isPercentChange: true,
});
}
if (input.showCommonSize) {
const denominator = input.commonSizeRow
? statementRowValue(input.commonSizeRow, input.periodId)
: null;
if (current === null || denominator === null || denominator === 0) {
return "—";
}
return formatMetricValue({
value: current / denominator,
unit: "percent",
scale: input.scale,
rowKey: input.row.key,
surfaceKind: input.surfaceKind,
isCommonSize: true,
});
}
return formatMetricValue({
value: current,
unit:
"conceptKey" in input.row ? unitFromDetailRow(input.row) : input.row.unit,
scale: input.scale,
rowKey: input.row.key,
surfaceKind: input.surfaceKind,
});
}
function groupRows(
rows: FlatDisplayRow[],
categories: CompanyFinancialStatementsResponse["categories"],
) {
if (categories.length === 0) {
return [{ label: null, rows }];
}
return categories
.map((category) => ({
label: category.label,
rows: rows.filter(
(row) => !isTaxonomyRow(row) && row.category === category.key,
),
}))
.filter((group) => group.rows.length > 0);
}
function ChartFrame({ children }: { children: React.ReactNode }) {
const containerRef = useRef<HTMLDivElement | null>(null);
const [ready, setReady] = useState(false);
useEffect(() => {
const element = containerRef.current;
if (!element) {
return;
}
const observer = new ResizeObserver((entries) => {
const next = entries[0];
if (!next) {
return;
}
const { width, height } = next.contentRect;
setReady(width > 0 && height > 0);
});
observer.observe(element);
return () => observer.disconnect();
}, []);
return (
<div ref={containerRef} className="h-[320px]">
{ready ? children : null}
</div>
);
}
function CollapsibleSection(props: {
title: string;
subtitle?: string;
children: React.ReactNode;
defaultOpen?: boolean;
}) {
const [open, setOpen] = useState(props.defaultOpen ?? false);
return (
<section className="border-t border-[color:var(--line-weak)] pt-4">
<button
type="button"
className="flex w-full items-start justify-between gap-3 rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel)] px-3 py-2 text-left transition hover:border-[color:var(--line-strong)]"
aria-expanded={open}
onClick={() => setOpen((current) => !current)}
>
<span className="min-w-0">
<span className="block text-sm font-semibold text-[color:var(--terminal-bright)]">
{props.title}
</span>
{props.subtitle ? (
<span className="mt-0.5 block text-xs text-[color:var(--terminal-muted)]">
{props.subtitle}
</span>
) : null}
</span>
<span className="mt-0.5 shrink-0 text-[color:var(--terminal-muted)]">
{open ? (
<ChevronDown className="size-4" />
) : (
<ChevronRight className="size-4" />
)}
</span>
</button>
{open ? <div className="pt-4">{props.children}</div> : null}
</section>
);
}
function SummarySubsection(props: {
title: string;
children: React.ReactNode;
}) {
return (
<div className="space-y-3">
<h3 className="text-sm font-semibold text-[color:var(--terminal-bright)]">
{props.title}
</h3>
{props.children}
</div>
);
}
function FinancialsPageContent() {
const { isPending, isAuthenticated } = useAuthGuard();
const searchParams = useSearchParams();
const queryClient = useQueryClient();
const { prefetchResearchTicker } = useLinkPrefetch();
const [tickerInput, setTickerInput] = useState("MSFT");
const [ticker, setTicker] = useState("MSFT");
const [surfaceKind, setSurfaceKind] =
useState<FinancialSurfaceKind>("income_statement");
const [cadence, setCadence] = useState<FinancialCadence>("annual");
const [displayMode, setDisplayMode] =
useState<FinancialDisplayMode>("standardized");
const [historyWindow, setHistoryWindow] = useState<FinancialHistoryWindow>(3);
const [valueScale, setValueScale] = useState<NumberScaleUnit>("millions");
const [rowSearch, setRowSearch] = useState("");
const [showPercentChange, setShowPercentChange] = useState(false);
const [showCommonSize, setShowCommonSize] = useState(false);
const [financials, setFinancials] =
useState<CompanyFinancialStatementsResponse | null>(null);
const [selectedFlatRowKey, setSelectedFlatRowKey] = useState<string | null>(
null,
);
const [selectedRowRef, setSelectedRowRef] =
useState<StatementInspectorSelection | null>(null);
const [expandedRowKeys, setExpandedRowKeys] = useState<Set<string>>(
() => new Set(),
);
const [loading, setLoading] = useState(true);
const [, setLoadingMore] = useState(false);
const [syncingFinancials, setSyncingFinancials] = useState(false);
const [error, setError] = useState<string | null>(null);
const [showTrendChart, setShowTrendChart] = useState(false);
const historyFetchLimit = useMemo(
() => financialHistoryLimit(cadence, historyWindow),
[cadence, historyWindow],
);
useEffect(() => {
const fromQuery = searchParams.get("ticker");
if (!fromQuery) {
return;
}
const normalized = fromQuery.trim().toUpperCase();
if (!normalized) {
return;
}
setTickerInput(normalized);
setTicker(normalized);
setSelectedFlatRowKey(null);
setSelectedRowRef(null);
setExpandedRowKeys(new Set());
}, [searchParams]);
useEffect(() => {
const statementSurface =
surfaceKind === "income_statement" ||
surfaceKind === "balance_sheet" ||
surfaceKind === "cash_flow_statement" ||
surfaceKind === "equity_statement" ||
surfaceKind === "disclosures";
if (!statementSurface && displayMode !== "standardized") {
setDisplayMode("standardized");
}
if (displayMode === "faithful") {
setShowPercentChange(false);
setShowCommonSize(false);
}
if (surfaceKind === "adjusted" || surfaceKind === "custom_metrics") {
setShowPercentChange(false);
setShowCommonSize(false);
}
}, [displayMode, surfaceKind]);
useEffect(() => {
if (!financials?.displayModes.includes(displayMode)) {
setDisplayMode(financials?.defaultDisplayMode ?? "standardized");
}
}, [displayMode, financials?.defaultDisplayMode, financials?.displayModes]);
const loadFinancials = useCallback(
async (symbol: string, options?: LoadOptions) => {
const normalizedTicker = symbol.trim().toUpperCase();
const nextCursor = options?.cursor ?? null;
const includeDimensions =
(selectedFlatRowKey !== null || selectedRowRef !== null) &&
(surfaceKind === "segments_kpis" ||
surfaceKind === "income_statement" ||
surfaceKind === "balance_sheet" ||
surfaceKind === "cash_flow_statement" ||
surfaceKind === "equity_statement" ||
surfaceKind === "disclosures");
if (!options?.append) {
setLoading(true);
} else {
setLoadingMore(true);
}
setError(null);
try {
const response = await queryClient.ensureQueryData(
companyFinancialStatementsQueryOptions({
ticker: normalizedTicker,
surfaceKind,
cadence,
includeDimensions,
includeFacts: false,
cursor: nextCursor,
limit: historyFetchLimit,
}),
);
setFinancials((current) =>
options?.append
? mergeFinancialPages(current, response.financials)
: response.financials,
);
} catch (err) {
setError(
err instanceof Error
? err.message
: "Unable to load financial history",
);
if (!options?.append) {
setFinancials(null);
}
} finally {
setLoading(false);
setLoadingMore(false);
}
},
[
cadence,
historyFetchLimit,
queryClient,
selectedFlatRowKey,
selectedRowRef,
surfaceKind,
],
);
const syncFinancials = useCallback(async () => {
const targetTicker = (financials?.company.ticker ?? ticker)
.trim()
.toUpperCase();
if (!targetTicker) {
return;
}
setSyncingFinancials(true);
setError(null);
try {
await queueFilingSync({ ticker: targetTicker, limit: 20 });
void queryClient.invalidateQueries({
queryKey: queryKeys.recentTasks(20),
});
void queryClient.invalidateQueries({ queryKey: ["filings"] });
void queryClient.invalidateQueries({ queryKey: ["financials-v3"] });
await loadFinancials(targetTicker);
} catch (err) {
setError(
err instanceof Error
? err.message
: `Failed to queue financial sync for ${targetTicker}`,
);
} finally {
setSyncingFinancials(false);
}
}, [financials?.company.ticker, loadFinancials, queryClient, ticker]);
useEffect(() => {
if (!isPending && isAuthenticated) {
void loadFinancials(ticker);
}
}, [isPending, isAuthenticated, loadFinancials, ticker]);
const periods = useMemo(() => {
return [...(financials?.periods ?? [])].sort(
(left, right) =>
Date.parse(left.periodEnd ?? left.filingDate) -
Date.parse(right.periodEnd ?? right.filingDate),
);
}, [financials?.periods]);
const visiblePeriods = useMemo(
() => filterPeriodsByHistoryWindow(periods, cadence, historyWindow),
[cadence, historyWindow, periods],
);
const isTreeStatementMode =
displayMode === "standardized" && isStatementSurfaceKind(surfaceKind);
const activeRows = useMemo<FlatDisplayRow[]>(() => {
if (!financials) {
return [];
}
switch (surfaceKind) {
case "income_statement":
case "balance_sheet":
case "cash_flow_statement":
case "equity_statement":
case "disclosures":
return displayMode === "faithful"
? (financials.statementRows?.faithful ?? [])
: (financials.statementRows?.standardized ?? []);
case "ratios":
return financials.ratioRows ?? [];
case "segments_kpis":
return financials.kpiRows ?? [];
default:
return [];
}
}, [displayMode, financials, surfaceKind]);
const filteredRows = useMemo(() => {
if (isTreeStatementMode) {
return activeRows;
}
const normalizedSearch = rowSearch.trim().toLowerCase();
if (!normalizedSearch) {
return activeRows;
}
return activeRows.filter((row) =>
row.label.toLowerCase().includes(normalizedSearch),
);
}, [activeRows, isTreeStatementMode, rowSearch]);
const groupedRows = useMemo(() => {
return groupRows(filteredRows, financials?.categories ?? []);
}, [filteredRows, financials?.categories]);
const treeModel = useMemo(() => {
if (
!isTreeStatementMode ||
!financials ||
!isStatementSurfaceKind(surfaceKind)
) {
return null;
}
return buildStatementTree({
surfaceKind,
rows: financials.statementRows?.standardized ?? [],
statementDetails: financials.statementDetails,
categories: financials.categories,
searchQuery: rowSearch,
expandedRowKeys,
});
}, [
expandedRowKeys,
financials,
isTreeStatementMode,
rowSearch,
surfaceKind,
]);
const selectedRow = useMemo(() => {
if (!selectedFlatRowKey) {
return null;
}
return activeRows.find((row) => row.key === selectedFlatRowKey) ?? null;
}, [activeRows, selectedFlatRowKey]);
const selectedStatementRow = useMemo(() => {
if (
!isTreeStatementMode ||
!financials ||
!isStatementSurfaceKind(surfaceKind)
) {
return null;
}
return resolveStatementSelection({
surfaceKind,
rows: financials.statementRows?.standardized ?? [],
statementDetails: financials.statementDetails,
selection: selectedRowRef,
});
}, [financials, isTreeStatementMode, selectedRowRef, surfaceKind]);
const dimensionRows = useMemo(() => {
if (!financials?.dimensionBreakdown) {
return [];
}
if (selectedStatementRow?.kind === "surface") {
return financials.dimensionBreakdown[selectedStatementRow.row.key] ?? [];
}
if (selectedStatementRow?.kind === "detail") {
return (
financials.dimensionBreakdown[selectedStatementRow.row.key] ??
financials.dimensionBreakdown[
selectedStatementRow.row.parentSurfaceKey
] ??
[]
);
}
if (!selectedRow) {
return [];
}
return financials.dimensionBreakdown[selectedRow.key] ?? [];
}, [financials?.dimensionBreakdown, selectedRow, selectedStatementRow]);
const commonSizeRow = useMemo<SurfaceFinancialRow | null>(() => {
if (displayMode === "faithful" || !financials?.statementRows) {
return null;
}
const standardizedRows = financials.statementRows.standardized;
if (
surfaceKind === "income_statement" ||
surfaceKind === "cash_flow_statement"
) {
return (
standardizedRows.find((row) => row.key === "revenue") ??
standardizedRows.find((row) => row.key === "net_cash_from_operating") ??
standardizedRows.find((row) => row.key === "operating_income") ??
null
);
}
if (surfaceKind === "balance_sheet") {
return (
standardizedRows.find((row) => row.key === "total_assets") ??
standardizedRows.find(
(row) => row.key === "total_liabilities_and_equity",
) ??
standardizedRows.find((row) => row.key === "stockholders_equity") ??
null
);
}
if (surfaceKind === "equity_statement") {
return (
standardizedRows.find((row) => row.key === "total_equity") ??
standardizedRows.find((row) => row.key === "retained_earnings") ??
standardizedRows.find((row) => row.key === "common_stock_and_apic") ??
null
);
}
return null;
}, [displayMode, financials?.statementRows, surfaceKind]);
const hasUnmappedResidualRows = useMemo(() => {
return (financials?.statementDetails?.unmapped?.length ?? 0) > 0;
}, [financials?.statementDetails]);
const trendSeries = financials?.trendSeries ?? [];
const chartData = useMemo(() => {
return visiblePeriods.map((period) => ({
label: formatLongDate(period.periodEnd ?? period.filingDate),
...Object.fromEntries(
trendSeries.map((series) => [
series.key,
series.values[period.id] ?? null,
]),
),
}));
}, [trendSeries, visiblePeriods]);
const controlSections = useMemo<FinancialControlSection[]>(() => {
const availableDisplayModeOptions = DISPLAY_MODE_OPTIONS.filter((option) =>
financials?.displayModes
? financials.displayModes.includes(option.value as FinancialDisplayMode)
: option.value === "standardized" || surfaceKind !== "equity_statement",
);
const sections: FinancialControlSection[] = [
{
key: "surface",
label: "Surface",
options: SURFACE_OPTIONS,
value: surfaceKind,
onChange: (value) => {
setSurfaceKind(value as FinancialSurfaceKind);
setSelectedFlatRowKey(null);
setSelectedRowRef(null);
setExpandedRowKeys(new Set());
},
},
{
key: "cadence",
label: "Cadence",
options: CADENCE_OPTIONS,
value: cadence,
onChange: (value) => {
setCadence(value as FinancialCadence);
setSelectedFlatRowKey(null);
setSelectedRowRef(null);
setExpandedRowKeys(new Set());
},
},
{
key: "history",
label: "History",
options: HISTORY_WINDOW_OPTIONS,
value: String(historyWindow),
onChange: (value) =>
setHistoryWindow(
Number.parseInt(value, 10) as FinancialHistoryWindow,
),
},
];
if (
surfaceKind === "income_statement" ||
surfaceKind === "balance_sheet" ||
surfaceKind === "cash_flow_statement" ||
surfaceKind === "equity_statement" ||
surfaceKind === "disclosures"
) {
sections.push({
key: "display",
label: "Display",
options: availableDisplayModeOptions,
value: displayMode,
onChange: (value) => {
setDisplayMode(value as FinancialDisplayMode);
setSelectedFlatRowKey(null);
setSelectedRowRef(null);
setExpandedRowKeys(new Set());
},
});
}
sections.push({
key: "scale",
label: "Scale",
options: FINANCIAL_VALUE_SCALE_OPTIONS,
value: valueScale,
onChange: (value) => setValueScale(value as NumberScaleUnit),
});
return sections;
}, [cadence, displayMode, financials?.displayModes, historyWindow, surfaceKind, valueScale]);
const toggleExpandedRow = useCallback((key: string) => {
setExpandedRowKeys((current) => {
const next = new Set(current);
if (next.has(key)) {
next.delete(key);
} else {
next.add(key);
}
return next;
});
}, []);
const rowResultCountLabel = useMemo(() => {
if (treeModel) {
return `${treeModel.visibleNodeCount} of ${treeModel.totalNodeCount} visible rows`;
}
return `${filteredRows.length} of ${activeRows.length} rows`;
}, [activeRows.length, filteredRows.length, treeModel]);
const valueScaleLabel =
FINANCIAL_VALUE_SCALE_OPTIONS.find((option) => option.value === valueScale)
?.label ?? valueScale;
const renderStatementTreeCellValue = useCallback(
(
row: StatementMatrixRow,
periodId: string,
previousPeriodId: string | null,
) => {
if (!isStatementSurfaceKind(surfaceKind)) {
return "—";
}
return buildStatementTreeDisplayValue({
row,
periodId,
previousPeriodId,
commonSizeRow,
showPercentChange,
showCommonSize,
scale: valueScale,
surfaceKind,
});
},
[commonSizeRow, showCommonSize, showPercentChange, surfaceKind, valueScale],
);
const renderDimensionValue = useCallback(
(value: number | null, rowKey: string, unit: FinancialUnit) => {
return formatMetricValue({
value,
unit,
scale: valueScale,
rowKey,
surfaceKind,
});
},
[surfaceKind, valueScale],
);
if (isPending || !isAuthenticated) {
return (
<div className="flex min-h-screen items-center justify-center text-sm text-[color:var(--terminal-muted)]">
Loading financial terminal...
</div>
);
}
return (
<AppShell
title="Financials"
subtitle="Statement, ratio, and KPI time series"
activeTicker={financials?.company.ticker ?? ticker}
actions={
<div className="flex w-full flex-wrap items-center justify-end gap-2 sm:w-auto">
<Button
variant="secondary"
size="compact"
disabled={syncingFinancials}
onClick={() => {
void syncFinancials();
}}
>
<Download className="size-4" />
{syncingFinancials ? "Syncing..." : "Sync"}
</Button>
<Button
variant="secondary"
size="compact"
onClick={() => {
void loadFinancials(ticker);
}}
>
<RefreshCcw className="size-4" />
Refresh
</Button>
</div>
}
>
<Panel title="Company" subtitle="Load ticker" density="compact">
<form
className="flex flex-col items-stretch gap-2 sm:flex-row sm:flex-wrap sm:items-center"
onSubmit={(event) => {
event.preventDefault();
const normalized = tickerInput.trim().toUpperCase();
if (!normalized) {
return;
}
void ensureTickerAutomation({
ticker: normalized,
source: "financials",
});
setSelectedFlatRowKey(null);
setSelectedRowRef(null);
setExpandedRowKeys(new Set());
setTicker(normalized);
}}
>
<Input
value={tickerInput}
onChange={(event) =>
setTickerInput(event.target.value.toUpperCase())
}
placeholder="Ticker (AAPL)"
className="w-full sm:max-w-xs"
inputSize="compact"
/>
<Button type="submit" size="compact" className="w-full sm:w-auto">
<Search className="size-4" />
Load
</Button>
{financials ? (
<>
<Link
href={`/analysis?ticker=${financials.company.ticker}`}
onMouseEnter={() =>
prefetchResearchTicker(financials.company.ticker)
}
onFocus={() =>
prefetchResearchTicker(financials.company.ticker)
}
className="text-xs text-[color:var(--accent)] hover:text-[color:var(--accent-strong)]"
>
Overview
</Link>
<Link
href={buildGraphingHref(financials.company.ticker)}
onMouseEnter={() =>
prefetchResearchTicker(financials.company.ticker)
}
onFocus={() =>
prefetchResearchTicker(financials.company.ticker)
}
className="text-xs text-[color:var(--accent)] hover:text-[color:var(--accent-strong)]"
>
Graphing
</Link>
</>
) : null}
</form>
</Panel>
{error ? (
<Panel variant="flat" density="compact">
<p className="text-sm text-[#ffb5b5]">{error}</p>
</Panel>
) : null}
<Panel variant="flat" density="compact">
<FinancialsToolbar
sections={controlSections}
searchValue={rowSearch}
onSearchChange={setRowSearch}
onExport={() => {
console.log("Export clicked");
}}
showChart={showTrendChart}
onToggleChart={() => setShowTrendChart(!showTrendChart)}
/>
<div className="mt-2 flex items-center text-sm text-[color:var(--terminal-muted)]">
{rowResultCountLabel}
</div>
</Panel>
{showTrendChart ? (
<Panel variant="flat" density="compact">
<div className="mb-3 flex items-center gap-2">
<h3 className="text-sm font-semibold text-[color:var(--terminal-bright)]">
Trend Chart
</h3>
</div>
{loading ? (
<p className="text-sm text-[color:var(--terminal-muted)]">
Loading trend chart...
</p>
) : chartData.length === 0 || trendSeries.length === 0 ? (
<p className="text-sm text-[color:var(--terminal-muted)]">
No trend data available for the selected surface.
</p>
) : (
<ChartFrame>
<ResponsiveContainer width="100%" height="100%">
<LineChart data={chartData}>
<CartesianGrid strokeDasharray="2 2" stroke={CHART_GRID} />
<XAxis
dataKey="label"
stroke={CHART_MUTED}
fontSize={12}
minTickGap={20}
/>
<YAxis
stroke={CHART_MUTED}
fontSize={12}
tickFormatter={(value: number) =>
chartTickFormatter(
value,
trendSeries[0]?.unit ?? "currency",
valueScale,
surfaceKind,
trendSeries[0]?.key ?? null,
)
}
/>
<Tooltip
formatter={(value: unknown, _name, entry) => {
const numeric = Number(value);
const series = trendSeries.find(
(candidate) => candidate.key === entry.dataKey,
);
return formatMetricValue({
value: Number.isFinite(numeric) ? numeric : null,
unit: series?.unit ?? "currency",
scale: valueScale,
rowKey: series?.key ?? null,
surfaceKind,
});
}}
contentStyle={{
backgroundColor: CHART_TOOLTIP_BG,
border: `1px solid ${CHART_TOOLTIP_BORDER}`,
borderRadius: "0.75rem",
}}
/>
{trendSeries.map((series, index) => (
<Line
key={series.key}
type="monotone"
dataKey={series.key}
name={series.label}
stroke={
["#d9dee5", "#c1c8d1", "#aab2bc", "#8f98a3"][index % 4]
}
strokeWidth={2}
dot={false}
/>
))}
</LineChart>
</ResponsiveContainer>
</ChartFrame>
)}
</Panel>
) : null}
<Panel title="Matrix" variant="flat">
{loading ? (
<p className="text-sm text-[color:var(--terminal-muted)]">
Loading financial matrix...
</p>
) : surfaceKind === "adjusted" || surfaceKind === "custom_metrics" ? (
<div className="rounded-xl border border-dashed border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-4 py-6">
<p className="text-sm text-[color:var(--terminal-bright)]">
This surface is not yet available in v1.
</p>
<p className="mt-2 text-sm text-[color:var(--terminal-muted)]">
Adjusted and custom metrics are API-visible placeholders only. No
edits or derived rows are available yet.
</p>
</div>
) : visiblePeriods.length === 0 ||
(isTreeStatementMode
? (treeModel?.visibleNodeCount ?? 0) === 0
: filteredRows.length === 0) ? (
<p className="text-sm text-[color:var(--terminal-muted)]">
No rows available for the selected filters yet.
</p>
) : (
<div className="space-y-2">
{isStatementSurfaceKind(surfaceKind) ? (
<div className="space-y-1.5">
<p className="text-xs uppercase tracking-[0.24em] text-[color:var(--terminal-muted)]">
USD · {valueScaleLabel} · Latest {historyWindow} years
</p>
{isTreeStatementMode && hasUnmappedResidualRows ? (
<p className="text-sm text-[color:var(--terminal-muted)]">
Parser residual rows are available under the{" "}
<span className="text-[color:var(--terminal-bright)]">
Unmapped / Residual
</span>{" "}
section.
</p>
) : null}
</div>
) : null}
{isTreeStatementMode && treeModel ? (
<StatementMatrix
periods={visiblePeriods}
sections={treeModel.sections}
selectedRowRef={selectedRowRef}
onToggleRow={toggleExpandedRow}
onSelectRow={setSelectedRowRef}
renderCellValue={renderStatementTreeCellValue}
periodLabelFormatter={formatLongDate}
dense={true}
/>
) : (
<div className="data-table-wrap">
<table className="data-table financials-table min-w-[980px]">
<thead className="sticky top-0 z-20 bg-[color:var(--panel)]">
<tr>
<th className="bg-[color:var(--panel)]">Metric</th>
{visiblePeriods.map((period) => (
<th key={period.id}>
<div className="flex flex-col gap-1">
<span>
{formatLongDate(
period.periodEnd ?? period.filingDate,
)}
</span>
<span className="text-[11px] normal-case tracking-normal text-[color:var(--terminal-muted)]">
{period.filingType} · {period.periodLabel}
</span>
</div>
</th>
))}
</tr>
</thead>
<tbody>
{groupedRows.map((group) => (
<Fragment key={group.label ?? "ungrouped"}>
{group.label ? (
<tr className="bg-[color:var(--panel-soft)]">
<td
colSpan={visiblePeriods.length + 1}
className="font-semibold text-[color:var(--terminal-bright)]"
>
{group.label}
</td>
</tr>
) : null}
{group.rows.map((row) => (
<tr
key={row.key}
onClick={() => setSelectedFlatRowKey(row.key)}
>
<td className="bg-[color:var(--panel)]">
<div className="flex flex-col gap-1">
<div className="flex items-center gap-2">
<span
style={{
paddingLeft: `${isTaxonomyRow(row) ? Math.min(row.depth, 10) * 12 : 0}px`,
}}
>
{row.label}
</span>
{"hasDimensions" in row &&
row.hasDimensions ? (
<ChevronDown className="size-3 text-[color:var(--accent)]" />
) : null}
</div>
{isDerivedRow(row) && row.formulaKey ? (
<span className="text-xs text-[color:var(--terminal-muted)]">
Formula: {row.formulaKey}
</span>
) : null}
{isKpiRow(row) ? (
<span className="text-xs text-[color:var(--terminal-muted)]">
Provenance: {row.provenanceType}
</span>
) : null}
</div>
</td>
{visiblePeriods.map((period, index) => (
<td key={`${row.key}-${period.id}`}>
{buildDisplayValue({
row,
periodId: period.id,
previousPeriodId:
index > 0
? (visiblePeriods[index - 1]?.id ?? null)
: null,
commonSizeRow,
displayMode,
showPercentChange,
showCommonSize,
scale: valueScale,
surfaceKind,
})}
</td>
))}
</tr>
))}
</Fragment>
))}
</tbody>
</table>
</div>
)}
</div>
)}
</Panel>
{financials ? (
<CollapsibleSection
title="Normalization Summary"
subtitle="Row details, validation, and normalization diagnostics."
>
<div className="space-y-6">
<SummarySubsection title="Row Details">
{isTreeStatementMode && isStatementSurfaceKind(surfaceKind) ? (
<StatementRowInspector
selection={selectedStatementRow}
dimensionRows={dimensionRows}
periods={visiblePeriods}
surfaceKind={surfaceKind}
renderValue={renderStatementTreeCellValue}
renderDimensionValue={renderDimensionValue}
showHeader={false}
/>
) : (
<Panel variant="flat" density="compact">
{!selectedRow ? (
<p className="text-sm text-[color:var(--terminal-muted)]">
Select a row to inspect details.
</p>
) : (
<div className="space-y-4 text-sm">
<div className="grid grid-cols-1 gap-2 md:grid-cols-2">
<div className="rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-2.5 py-1.5">
<p className="text-[color:var(--terminal-muted)]">
Label
</p>
<p className="font-semibold text-[color:var(--terminal-bright)]">
{selectedRow.label}
</p>
</div>
<div className="rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-2.5 py-1.5">
<p className="text-[color:var(--terminal-muted)]">
Key
</p>
<p className="font-semibold text-[color:var(--terminal-bright)]">
{selectedRow.key}
</p>
</div>
</div>
{isTaxonomyRow(selectedRow) ? (
<div className="rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-2.5 py-1.5">
<p className="text-[color:var(--terminal-muted)]">
Taxonomy Concept
</p>
<p className="font-semibold text-[color:var(--terminal-bright)]">
{selectedRow.qname}
</p>
</div>
) : (
<div className="grid grid-cols-1 gap-2 md:grid-cols-2">
<div className="rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-2.5 py-1.5">
<p className="text-[color:var(--terminal-muted)]">
Category
</p>
<p className="font-semibold text-[color:var(--terminal-bright)]">
{selectedRow.category}
</p>
</div>
<div className="rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-2.5 py-1.5">
<p className="text-[color:var(--terminal-muted)]">
Unit
</p>
<p className="font-semibold text-[color:var(--terminal-bright)]">
{selectedRow.unit}
</p>
</div>
</div>
)}
{isDerivedRow(selectedRow) ? (
<div className="rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-2.5 py-1.5">
<p className="text-[color:var(--terminal-muted)]">
Source Row Keys
</p>
<p className="font-semibold text-[color:var(--terminal-bright)]">
{(selectedRow.sourceRowKeys ?? []).join(", ") ||
"n/a"}
</p>
<p className="mt-2 text-[color:var(--terminal-muted)]">
Source Concepts
</p>
<p className="font-semibold text-[color:var(--terminal-bright)]">
{(selectedRow.sourceConcepts ?? []).join(", ") ||
"n/a"}
</p>
<p className="mt-2 text-[color:var(--terminal-muted)]">
Source Fact IDs
</p>
<p className="font-semibold text-[color:var(--terminal-bright)]">
{(selectedRow.sourceFactIds ?? []).join(", ") ||
"n/a"}
</p>
</div>
) : null}
{!selectedRow ||
!("hasDimensions" in selectedRow) ||
!selectedRow.hasDimensions ? (
<p className="text-sm text-[color:var(--terminal-muted)]">
No dimensional drill-down is available for this row.
</p>
) : dimensionRows.length === 0 ? (
<p className="text-sm text-[color:var(--terminal-muted)]">
No dimensional facts were returned for the selected
row.
</p>
) : (
<div className="data-table-wrap">
<table className="data-table min-w-[760px]">
<thead>
<tr>
<th>Period</th>
<th>Axis</th>
<th>Member</th>
<th>Value</th>
</tr>
</thead>
<tbody>
{dimensionRows.map((row, index) => (
<tr
key={`${row.rowKey}-${row.periodId}-${row.axis}-${row.member}-${index}`}
>
<td>
{visiblePeriods.find(
(period) => period.id === row.periodId,
)?.periodLabel ?? row.periodId}
</td>
<td>{row.axis}</td>
<td>{row.member}</td>
<td>
{formatMetricValue({
value: row.value,
unit: isTaxonomyRow(selectedRow)
? "currency"
: selectedRow.unit,
scale: valueScale,
rowKey: selectedRow.key,
surfaceKind,
})}
</td>
</tr>
))}
</tbody>
</table>
</div>
)}
</div>
)}
</Panel>
)}
</SummarySubsection>
{(surfaceKind === "income_statement" ||
surfaceKind === "balance_sheet" ||
surfaceKind === "cash_flow_statement" ||
surfaceKind === "equity_statement" ||
surfaceKind === "disclosures") && (
<SummarySubsection title="Validation">
<div className="mb-3 flex items-center gap-2 text-sm text-[color:var(--terminal-muted)]">
<AlertTriangle className="size-4" />
<span>
Overall status:{" "}
{financials.metrics.validation?.status ?? "not_run"}
</span>
</div>
{(financials.metrics.validation?.checks.length ?? 0) === 0 ? (
<p className="text-sm text-[color:var(--terminal-muted)]">
No validation checks available yet.
</p>
) : (
<div className="data-table-wrap">
<table className="data-table min-w-[760px]">
<thead>
<tr>
<th>Metric</th>
<th>Taxonomy</th>
<th>LLM (PDF)</th>
<th>Status</th>
<th>Pages</th>
</tr>
</thead>
<tbody>
{financials.metrics.validation?.checks.map((check) => (
<tr key={check.metricKey}>
<td>{check.metricKey}</td>
<td>
{formatMetricValue({
value: check.taxonomyValue,
unit: "currency",
scale: valueScale,
rowKey: check.metricKey,
surfaceKind,
})}
</td>
<td>
{formatMetricValue({
value: check.llmValue,
unit: "currency",
scale: valueScale,
rowKey: check.metricKey,
surfaceKind,
})}
</td>
<td>{check.status}</td>
<td>
{(check.evidencePages ?? []).join(", ") || "n/a"}
</td>
</tr>
))}
</tbody>
</table>
</div>
)}
</SummarySubsection>
)}
{isTreeStatementMode ? (
<SummarySubsection title="Normalization">
<NormalizationSummary
normalization={financials.normalization}
showHeader={false}
/>
</SummarySubsection>
) : null}
</div>
</CollapsibleSection>
) : null}
</AppShell>
);
}
export default function FinancialsPage() {
return (
<Suspense
fallback={
<div className="flex min-h-screen items-center justify-center text-sm text-[color:var(--terminal-muted)]">
Loading financial terminal...
</div>
}
>
<FinancialsPageContent />
</Suspense>
);
}