Merge worktree-financials-tab: add financials tab (income/balance/cashflow)

3 files changed, 213 insertions, 1 deletions

diff --git a/frontend/components/prism/FinancialsCard.tsx b/frontend/components/prism/FinancialsCard.tsx
new file mode 100644
index 0000000..94a6618
--- /dev/null
+++ b/frontend/components/prism/FinancialsCard.tsx
@@ -0,0 +1,136 @@
+"use client";
+import type { FinancialRow, FinancialsResponse } from "@/types/api";
+import { fmtLarge } from "@/lib/format";
+
+type StatementKey = "income" | "balance" | "cash_flow";
+type PeriodKey = "annual" | "quarterly";
+
+type Props = {
+  data: FinancialsResponse;
+  statement: StatementKey;
+  period: PeriodKey;
+  onChangeStatement: (s: StatementKey) => void;
+  onChangePeriod: (p: PeriodKey) => void;
+};
+
+const STMT_LABELS: Record<StatementKey, string> = {
+  income: "INCOME",
+  balance: "BALANCE",
+  cash_flow: "CASH FLOW",
+};
+
+function fmtFinVal(val: number | null | undefined, isMargin: boolean): string {
+  if (val === null || val === undefined) return "—";
+  if (isMargin) return `${(val * 100).toFixed(1)}%`;
+  return fmtLarge(val);
+}
+
+function FinRow({ row, lastColIdx }: { row: FinancialRow; lastColIdx: number }) {
+  if (row.is_section) {
+    return (
+      <tr className="psm-fin-section-row">
+        <td className="psm-fin-section-label" colSpan={lastColIdx + 2}>
+          {row.label}
+        </td>
+      </tr>
+    );
+  }
+
+  const cls = [
+    "psm-fin-row",
+    row.is_total ? "is-total" : "",
+    row.is_margin ? "is-margin" : "",
+    row.indent === 1 ? "is-indent" : "",
+  ]
+    .filter(Boolean)
+    .join(" ");
+
+  return (
+    <tr className={cls}>
+      <td className="psm-fin-label">{row.label}</td>
+      {row.values.map((val, i) => (
+        <td
+          key={i}
+          className={[
+            "psm-fin-val",
+            i === lastColIdx ? "accent" : "",
+            val !== null && val < 0 && !row.is_margin ? "neg" : "",
+          ]
+            .filter(Boolean)
+            .join(" ")}
+        >
+          {fmtFinVal(val, row.is_margin)}
+        </td>
+      ))}
+    </tr>
+  );
+}
+
+export function FinancialsCard({
+  data,
+  statement,
+  period,
+  onChangeStatement,
+  onChangePeriod,
+}: Props) {
+  const stmt = data[statement];
+  const lastColIdx = stmt.columns.length - 1;
+
+  return (
+    <section className="psm-card psm-financials-card">
+      <div className="psm-fin-header">
+        <div className="psm-fin-tabs">
+          {(["income", "balance", "cash_flow"] as StatementKey[]).map((key) => (
+            <button
+              key={key}
+              type="button"
+              className={`psm-fin-tab${statement === key ? " active" : ""}`}
+              onClick={() => onChangeStatement(key)}
+            >
+              {STMT_LABELS[key]}
+            </button>
+          ))}
+        </div>
+        <div className="psm-fin-period">
+          {(["annual", "quarterly"] as PeriodKey[]).map((p) => (
+            <button
+              key={p}
+              type="button"
+              className={`psm-fin-period-btn${period === p ? " active" : ""}`}
+              onClick={() => onChangePeriod(p)}
+            >
+              {p === "annual" ? "ANNUAL" : "QUARTERLY"}
+            </button>
+          ))}
+        </div>
+      </div>
+
+      {stmt.columns.length === 0 ? (
+        <p className="psm-muted-copy psm-fin-empty">Statement data unavailable.</p>
+      ) : (
+        <div className="psm-fin-table-wrap">
+          <table className="psm-fin-table">
+            <thead>
+              <tr>
+                <th className="psm-fin-label-col">USD (millions)</th>
+                {stmt.columns.map((col, i) => (
+                  <th
+                    key={i}
+                    className={`psm-fin-val-col${i === lastColIdx ? " accent" : ""}`}
+                  >
+                    {col}
+                  </th>
+                ))}
+              </tr>
+            </thead>
+            <tbody>
+              {stmt.rows.map((row, i) => (
+                <FinRow key={i} row={row} lastColIdx={lastColIdx} />
+              ))}
+            </tbody>
+          </table>
+        </div>
+      )}
+    </section>
+  );
+}
diff --git a/frontend/components/prism/FinancialsPage.tsx b/frontend/components/prism/FinancialsPage.tsx
new file mode 100644
index 0000000..fcd2763
--- /dev/null
+++ b/frontend/components/prism/FinancialsPage.tsx
@@ -0,0 +1,73 @@
+"use client";
+import { useEffect, useState } from "react";
+import { api } from "@/lib/api";
+import { buildKpis } from "@/lib/overview";
+import { FinancialsCard } from "@/components/prism/FinancialsCard";
+import { KPIStrip } from "@/components/prism/KPIStrip";
+import { TickerHeader } from "@/components/prism/TickerHeader";
+import type { FinancialsResponse, TickerOverview } from "@/types/api";
+
+type StatementKey = "income" | "balance" | "cash_flow";
+type PeriodKey = "annual" | "quarterly";
+type FinState = "loading" | "ready" | "error";
+
+type Props = {
+  ticker: string;
+  overview: TickerOverview;
+  isSaved: boolean;
+  onToggleWatchlist: () => void;
+};
+
+export function FinancialsPage({ ticker, overview, isSaved, onToggleWatchlist }: Props) {
+  const [statement, setStatement] = useState<StatementKey>("income");
+  const [period, setPeriod] = useState<PeriodKey>("annual");
+  const [data, setData] = useState<FinancialsResponse | null>(null);
+  const [finState, setFinState] = useState<FinState>("loading");
+  const kpis = buildKpis(overview);
+
+  useEffect(() => {
+    let cancelled = false;
+    setFinState("loading");
+    setData(null);
+
+    api
+      .financials(ticker, period)
+      .then((res) => {
+        if (!cancelled) {
+          setData(res);
+          setFinState("ready");
+        }
+      })
+      .catch(() => {
+        if (!cancelled) setFinState("error");
+      });
+
+    return () => {
+      cancelled = true;
+    };
+  }, [ticker, period]);
+
+  return (
+    <>
+      <TickerHeader overview={overview} isSaved={isSaved} onToggleWatchlist={onToggleWatchlist} />
+      <KPIStrip items={kpis} />
+      {finState === "loading" && (
+        <section className="psm-card psm-skeleton" style={{ minHeight: 320 }} />
+      )}
+      {finState === "error" && (
+        <section className="psm-card">
+          <p className="psm-muted-copy">Financial statements unavailable for {ticker}.</p>
+        </section>
+      )}
+      {finState === "ready" && data && (
+        <FinancialsCard
+          data={data}
+          statement={statement}
+          period={period}
+          onChangeStatement={setStatement}
+          onChangePeriod={setPeriod}
+        />
+      )}
+    </>
+  );
+}
diff --git a/frontend/components/prism/Sidebar.tsx b/frontend/components/prism/Sidebar.tsx
index 7f106d8..fb8ebcf 100644
--- a/frontend/components/prism/Sidebar.tsx
+++ b/frontend/components/prism/Sidebar.tsx
@@ -12,6 +12,7 @@ type Props = {
   watchlistError: string | null;
   onSelectTicker: (symbol: string) => void;
   onRemoveTicker: (symbol: string) => void;
+  onSelectTab: (key: string) => void;
 };
 
 export function Sidebar({
@@ -21,7 +22,8 @@ export function Sidebar({
   watchlist,
   watchlistError,
   onSelectTicker,
-  onRemoveTicker
+  onRemoveTicker,
+  onSelectTab
 }: Props) {
   return (
     <aside className="psm-side">
@@ -46,6 +48,7 @@ export function Sidebar({
               type="button"
               className={`psm-nav-item${active ? " active" : ""}${item.disabled ? " disabled" : ""}`}
               disabled={item.disabled}
+              onClick={item.disabled ? undefined : () => onSelectTab(item.key)}
             >
               <span className={`psm-icon icon-${item.icon}`} aria-hidden />
               <span className="psm-nav-copy">