Files
Neon-Desk/components/financials/statement-matrix.tsx
francy51 4da9a04993 refactor: flatten Financials page UI for improved density
- Move Matrix panel to top position for better visibility
- Hide trend chart by default (showTrendChart: false)
- Flatten panel design by removing titles and borders
- Compact spacing and reduce UI chrome throughout
- Add chart toggle button in toolbar
- Enable dense and virtualized modes on StatementMatrix
- Fix missing useState import in FinancialsToolbar

The creates a cleaner, more professional Bloomberg terminal-style
interface with better information density and
improved performance through virtualization for large datasets.

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-03-16 21:04:36 -04:00

417 lines
17 KiB
TypeScript

'use client';
import { Fragment, memo, useMemo, useRef } from 'react';
import { useVirtualizer } from '@tanstack/react-virtual';
import { ChevronDown, ChevronRight } from 'lucide-react';
import type { FinancialStatementPeriod, SurfaceFinancialRow, DetailFinancialRow } 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;
virtualized?: boolean;
};
function isSurfaceNode(node: StatementTreeNode): node is Extract<StatementTreeNode, { kind: 'surface' }> {
return node.kind === 'surface';
}
function rowSelected(
node: StatementTreeNode,
selectedRowRef: StatementInspectorSelection | null
) {
if (!selectedRowRef) {
return false;
}
if (node.kind === 'surface') {
return selectedRowRef.kind === 'surface' && selectedRowRef.key === node.row.key;
}
return selectedRowRef.kind === 'detail'
&& selectedRowRef.key === node.row.key
&& selectedRowRef.parentKey === node.parentSurfaceKey;
}
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.row.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] uppercase tracking-[0.12em]'
: 'rounded-full border px-2 py-0.5 text-[10px] uppercase tracking-[0.14em]';
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)]');
}
// Flatten tree nodes for virtualization
type FlattenedNode = {
node: StatementTreeNode;
sectionKey: string;
sectionLabel?: string;
isSectionHeader?: boolean;
};
function flattenSections(sections: StatementTreeSection[]): FlattenedNode[] {
const result: FlattenedNode[] = [];
function flattenNodes(nodes: StatementTreeNode[], sectionKey: string): void {
for (const node of nodes) {
result.push({ node, sectionKey });
if (node.kind === 'surface' && node.expanded && node.children.length > 0) {
flattenNodes(node.children, sectionKey);
}
}
}
for (const section of sections) {
if (section.label) {
result.push({
node: {} as StatementTreeNode,
sectionKey: section.key,
sectionLabel: section.label,
isSectionHeader: true
});
}
flattenNodes(section.nodes, section.key);
}
return result;
}
function renderNodes(props: StatementMatrixProps & { nodes: StatementTreeNode[]; dense?: boolean }) {
const { dense = false } = props;
const buttonSize = dense ? 'size-7' : 'size-11';
const buttonClass = dense ? 'rounded' : 'rounded-lg';
const labelSize = dense ? 'text-[13px]' : 'text-sm';
const detailLabelSize = dense ? 'text-xs' : 'text-[13px]';
const paddingY = dense ? 'py-1.5' : 'py-2';
const gapClass = dense ? 'gap-1' : 'gap-2';
return props.nodes.map((node) => {
const isSelected = rowSelected(node, props.selectedRowRef);
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 };
return (
<Fragment key={node.id}>
<tr className={cn(isSelected && 'bg-[color:rgba(70,77,87,0.48)]')}>
<td className="sticky left-0 z-10 bg-[color:var(--panel)]">
<div className={cn('flex min-w-[240px] 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-0.5 text-left', paddingY)}
onClick={() => props.onSelectRow(nextSelection)}
>
<span className={cn(
labelSize,
'text-[color:var(--terminal-bright)]',
node.kind === 'detail' && cn(detailLabelSize, 'text-[color:var(--terminal-soft)]'),
node.kind === 'surface' && node.level > 0 && 'text-[color:var(--terminal-soft)]'
)}>
{node.row.label}
</span>
{node.kind === 'detail' ? (
<span className="text-[10px] text-[color:var(--terminal-muted)]">
{node.row.localName}
{node.row.residualFlag ? ' · residual' : ''}
</span>
) : (
<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>
)}
</button>
</div>
</td>
{props.periods.map((period, index) => (
<td key={`${node.id}-${period.id}`} className="font-mono text-xs">
{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(props: StatementMatrixProps) {
const { dense = false, virtualized = false } = props;
const tableClass = dense ? 'data-table-dense min-w-[960px]' : 'data-table min-w-[1040px]';
// Hooks must be called unconditionally
const parentRef = useRef<HTMLDivElement>(null);
const flatRows = useMemo(() => flattenSections(props.sections), [props.sections]);
const virtualizer = useVirtualizer({
count: flatRows.length,
getScrollElement: () => parentRef.current,
estimateSize: (index) => {
const item = flatRows[index];
if (item.isSectionHeader) return dense ? 32 : 40;
if (item.node.kind === 'surface' && surfaceBadges(item.node as any).length > 0) return dense ? 44 : 56;
return dense ? 36 : 48;
},
overscan: 10,
});
// Non-virtualized version (original implementation with dense support)
if (!virtualized) {
return (
<div className="data-table-wrap">
<table className={tableClass}>
<thead>
<tr>
<th className="sticky left-0 z-10 bg-[color:var(--panel)]">Metric</th>
{props.periods.map((period) => (
<th key={period.id}>
<div className="flex flex-col gap-1">
<span>{props.periodLabelFormatter(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>
{props.sections.map((section) => (
<Fragment key={section.key}>
{section.label ? (
<tr className="bg-[color:var(--panel-soft)]">
<td colSpan={props.periods.length + 1} className="font-semibold text-[color:var(--terminal-bright)]">
{section.label}
</td>
</tr>
) : null}
{renderNodes({
...props,
nodes: section.nodes,
dense
})}
</Fragment>
))}
</tbody>
</table>
</div>
);
}
// Virtualized version for large datasets
return (
<div ref={parentRef} className="data-table-wrap h-[600px] overflow-auto">
<table className={tableClass}>
<thead className="sticky top-0 z-20 bg-[color:var(--panel)]">
<tr>
<th className="sticky left-0 z-30 bg-[color:var(--panel)]">Metric</th>
{props.periods.map((period) => (
<th key={period.id}>
<div className="flex flex-col gap-1">
<span>{props.periodLabelFormatter(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
style={{ height: `${virtualizer.getTotalSize()}px` }}
className="relative"
>
{virtualizer.getVirtualItems().map((virtualRow) => {
const item = flatRows[virtualRow.index];
if (item.isSectionHeader) {
return (
<tr
key={`section-${item.sectionKey}`}
className="absolute w-full bg-[color:var(--panel-soft)]"
style={{ transform: `translateY(${virtualRow.start}px)` }}
>
<td colSpan={props.periods.length + 1} className="font-semibold text-[color:var(--terminal-bright)]">
{item.sectionLabel}
</td>
</tr>
);
}
const node = item.node;
const isSelected = rowSelected(node, props.selectedRowRef);
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 buttonSize = dense ? 'size-7' : 'size-11';
const buttonClass = dense ? 'rounded' : 'rounded-lg';
const labelSize = dense ? 'text-[13px]' : 'text-sm';
const detailLabelSize = dense ? 'text-xs' : 'text-[13px]';
const paddingY = dense ? 'py-1.5' : 'py-2';
const gapClass = dense ? 'gap-1' : 'gap-2';
return (
<tr
key={node.id}
className={cn('absolute w-full', isSelected && 'bg-[color:rgba(70,77,87,0.48)]')}
style={{ transform: `translateY(${virtualRow.start}px)` }}
>
<td className="sticky left-0 z-10 bg-[color:var(--panel)]">
<div className={cn('flex min-w-[240px] items-start', gapClass)} style={{ paddingLeft: `${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-0.5 text-left', paddingY)}
onClick={() => props.onSelectRow(nextSelection)}
>
<span className={cn(
labelSize,
'text-[color:var(--terminal-bright)]',
node.kind === 'detail' && cn(detailLabelSize, 'text-[color:var(--terminal-soft)]'),
node.kind === 'surface' && node.level > 0 && 'text-[color:var(--terminal-soft)]'
)}>
{node.row.label}
</span>
{node.kind === 'detail' ? (
<span className="text-[10px] text-[color:var(--terminal-muted)]">
{node.row.localName}
{node.row.residualFlag ? ' · residual' : ''}
</span>
) : (
<div className="flex flex-wrap gap-1">
{surfaceBadges(node as any).map((badge) => (
<span
key={`${node.row.key}-${badge.label}`}
className={badgeClass(badge.tone, dense)}
>
{badge.label}
</span>
))}
</div>
)}
</button>
</div>
</td>
{props.periods.map((period, index) => (
<td key={`${node.id}-${period.id}`} className="font-mono text-xs">
{props.renderCellValue(node.row, period.id, index > 0 ? props.periods[index - 1]?.id ?? null : null)}
</td>
))}
</tr>
);
})}
</tbody>
</table>
</div>
);
}