Files
Neon-Desk/components/financials/statement-matrix.tsx

323 lines
10 KiB
TypeScript

"use client";
import { Fragment } from "react";
import { ChevronDown, ChevronRight } from "lucide-react";
import type {
DetailFinancialRow,
FinancialStatementPeriod,
SurfaceFinancialRow,
} from "@/lib/types";
import { cn } from "@/lib/utils";
import type {
StatementInspectorSelection,
StatementTreeNode,
StatementTreeSection,
} from "@/lib/financials/statement-view-model";
type MatrixRow = SurfaceFinancialRow | DetailFinancialRow;
type StatementMatrixProps = {
periods: FinancialStatementPeriod[];
sections: StatementTreeSection[];
selectedRowRef: StatementInspectorSelection | null;
onToggleRow: (key: string) => void;
onSelectRow: (selection: StatementInspectorSelection) => void;
renderCellValue: (
row: MatrixRow,
periodId: string,
previousPeriodId: string | null,
) => string;
periodLabelFormatter: (value: string) => string;
dense?: boolean;
};
function isSurfaceNode(
node: StatementTreeNode,
): node is Extract<StatementTreeNode, { kind: "surface" }> {
return node.kind === "surface";
}
function surfaceBadges(node: Extract<StatementTreeNode, { kind: "surface" }>) {
const badges: Array<{
label: string;
tone: "default" | "warning" | "muted";
}> = [];
if (node.row.resolutionMethod === "formula_derived") {
badges.push({
label: "Formula",
tone: node.row.confidence === "low" ? "warning" : "default",
});
}
if (node.row.resolutionMethod === "not_meaningful") {
badges.push({ label: "N/M", tone: "muted" });
}
if (node.row.confidence === "low") {
badges.push({ label: "Low confidence", tone: "warning" });
}
const detailCount = node.directDetailCount;
if (detailCount > 0) {
badges.push({ label: `${detailCount} details`, tone: "default" });
}
return badges;
}
function badgeClass(tone: "default" | "warning" | "muted", dense?: boolean) {
const baseClasses = dense
? "rounded border px-1 py-0.5 text-[9px]"
: "rounded border px-2 py-0.5 text-[10px]";
if (tone === "warning") {
return cn(
baseClasses,
"border-[#84614f] bg-[rgba(112,76,54,0.22)] text-[#ffd7bf]",
);
}
if (tone === "muted") {
return cn(
baseClasses,
"border-[color:var(--line-weak)] bg-[rgba(80,85,92,0.16)] text-[color:var(--terminal-muted)]",
);
}
return cn(
baseClasses,
"border-[color:var(--line-weak)] bg-[rgba(88,102,122,0.16)] text-[color:var(--terminal-bright)]",
);
}
function renderNodes(
props: StatementMatrixProps & { nodes: StatementTreeNode[]; dense?: boolean },
) {
const { dense = false } = props;
const buttonSize = dense ? "size-6" : "size-8";
const buttonClass = dense ? "rounded" : "rounded-lg";
const labelSize = dense ? "text-[13px]" : "text-sm";
const detailLabelSize = dense ? "text-[11px]" : "text-xs";
const paddingY = dense ? "py-1.5" : "py-2";
const gapClass = dense ? "gap-1.5" : "gap-2";
return props.nodes.map((node) => {
const labelIndent =
node.kind === "detail" ? node.level * 16 + 16 : node.level * 16;
const canToggle = isSurfaceNode(node) && node.expandable;
const nextSelection: StatementInspectorSelection =
node.kind === "surface"
? { kind: "surface", key: node.row.key }
: {
kind: "detail",
key: node.row.key,
parentKey: node.parentSurfaceKey,
};
const rowClass = cn(
"financial-matrix-row",
node.kind === "detail" && "financial-matrix-row-detail",
);
const stickyCellClass = cn(
"financial-matrix-sticky-cell",
node.kind === "detail" && "financial-matrix-sticky-cell-detail",
);
return (
<Fragment key={node.id}>
<tr className={rowClass}>
<td className={stickyCellClass}>
<div
className={cn("flex min-w-0 items-start", gapClass)}
style={{ paddingLeft: `${labelIndent}px` }}
>
{canToggle ? (
<button
type="button"
aria-label={`${node.expanded ? "Collapse" : "Expand"} ${node.row.label} details`}
aria-expanded={node.expanded}
aria-controls={`statement-children-${node.id}`}
className={cn(
"mt-0.5 inline-flex shrink-0 items-center justify-center border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] text-[color:var(--terminal-bright)] transition hover:border-[color:var(--line-strong)]",
buttonSize,
buttonClass,
)}
onClick={(event) => {
event.stopPropagation();
props.onToggleRow(node.row.key);
}}
>
{node.expanded ? (
<ChevronDown className="size-3.5" />
) : (
<ChevronRight className="size-3.5" />
)}
</button>
) : (
<span
className={cn(
"inline-flex shrink-0 items-center justify-center text-[color:var(--terminal-muted)]",
buttonSize,
)}
aria-hidden="true"
>
{node.kind === "detail" ? "·" : ""}
</span>
)}
<button
type="button"
className={cn(
"flex min-w-0 flex-1 flex-col items-start gap-1 text-left",
paddingY,
)}
onClick={() => props.onSelectRow(nextSelection)}
>
<span
className={cn(
"block max-w-full truncate",
labelSize,
node.kind === "detail"
? cn(
detailLabelSize,
"text-[color:var(--terminal-muted)]",
)
: "text-[color:var(--terminal-bright)]",
node.kind === "surface" &&
node.level > 0 &&
"text-[color:var(--accent)]",
)}
title={node.row.label}
>
{node.row.label}
</span>
{node.kind === "detail" ? (
<span
className="block max-w-full truncate text-[10px] text-[color:var(--terminal-muted)]"
title={node.row.localName}
>
{node.row.localName}
{node.row.residualFlag ? " · residual" : ""}
</span>
) : surfaceBadges(node).length > 0 ? (
<div className="flex flex-wrap gap-1">
{surfaceBadges(node).map((badge) => (
<span
key={`${node.row.key}-${badge.label}`}
className={badgeClass(badge.tone, dense)}
>
{badge.label}
</span>
))}
</div>
) : null}
</button>
</div>
</td>
{props.periods.map((period, index) => (
<td
key={`${node.id}-${period.id}`}
className={cn(
"financial-matrix-value-cell font-mono text-xs",
node.kind === "detail" && "text-[color:var(--terminal-muted)]",
)}
>
{props.renderCellValue(
node.row,
period.id,
index > 0 ? (props.periods[index - 1]?.id ?? null) : null,
)}
</td>
))}
</tr>
{isSurfaceNode(node) && node.expanded ? (
<>
<tr id={`statement-children-${node.id}`} className="sr-only">
<td colSpan={props.periods.length + 1}>
Expanded children for {node.row.label}
</td>
</tr>
{renderNodes({
...props,
nodes: node.children,
dense,
})}
</>
) : null}
</Fragment>
);
});
}
export function StatementMatrix({
periods,
sections,
selectedRowRef,
onToggleRow,
onSelectRow,
renderCellValue,
periodLabelFormatter,
dense = false,
}: StatementMatrixProps) {
return (
<div className="financial-matrix-wrap">
<table className="financial-matrix">
<colgroup>
<col className="financial-matrix-metric-col" />
{periods.map((period) => (
<col
key={`col-${period.id}`}
className="financial-matrix-period-col"
/>
))}
</colgroup>
<thead>
<tr>
<th className="financial-matrix-header">Metric</th>
{periods.map((period) => (
<th key={period.id} className="financial-matrix-header">
<div className="flex flex-col gap-1">
<span className="text-sm font-medium text-[color:var(--terminal-bright)]">
{periodLabelFormatter(
period.periodEnd ?? period.filingDate,
)}
</span>
<span className="text-[11px] tracking-normal text-[color:var(--terminal-muted)]">
{period.filingType} · {period.periodLabel}
</span>
</div>
</th>
))}
</tr>
</thead>
<tbody>
{sections.map((section) => (
<Fragment key={section.key}>
{section.label ? (
<tr className="financial-matrix-section-row">
<td
colSpan={periods.length + 1}
className="financial-matrix-section-cell"
>
{section.label}
</td>
</tr>
) : null}
{renderNodes({
periods,
sections,
selectedRowRef,
onToggleRow,
onSelectRow,
renderCellValue,
periodLabelFormatter,
dense,
nodes: section.nodes,
})}
</Fragment>
))}
</tbody>
</table>
</div>
);
}