From ad4109791cc3fdf8c0bf15969610741281caaa8f Mon Sep 17 00:00:00 2001 From: Tyler Hoang Date: Sun, 14 Jun 2026 02:41:34 -0700 Subject: feat: add FilingsPage component --- frontend/components/prism/FilingsPage.tsx | 733 ++++++++++++++++++++++++++++++ frontend/package-lock.json | 388 +++++++++++++++- frontend/package.json | 3 +- 3 files changed, 1120 insertions(+), 4 deletions(-) create mode 100644 frontend/components/prism/FilingsPage.tsx diff --git a/frontend/components/prism/FilingsPage.tsx b/frontend/components/prism/FilingsPage.tsx new file mode 100644 index 0000000..6b3a9f8 --- /dev/null +++ b/frontend/components/prism/FilingsPage.tsx @@ -0,0 +1,733 @@ +"use client"; +import { useEffect, useState } from "react"; +import { + BarChart, + Bar, + XAxis, + YAxis, + Tooltip, + ResponsiveContainer, + Legend, +} from "recharts"; +import { api } from "@/lib/api"; +import { buildKpis } from "@/lib/overview"; +import { KPIStrip } from "@/components/prism/KPIStrip"; +import { TickerHeader } from "@/components/prism/TickerHeader"; +import type { + FilingsResponse, + FilingItem, + CadencePoint, + FormMixRow, + TickerOverview, +} from "@/types/api"; + +type FilingsState = "loading" | "ready" | "error" | "empty"; +type FormFilter = "all" | "10-K" | "10-Q" | "8-K"; +type DateRange = "6m" | "1y" | "all"; + +const PAGE_SIZE = 25; + +type Props = { + ticker: string; + overview: TickerOverview; + isSaved: boolean; + onToggleWatchlist: () => void; +}; + +// ── Skeleton ────────────────────────────────────────────────────────────────── + +function SkeletonBlock({ height, className = "" }: { height: number; className?: string }) { + return ( +
+ ); +} + +function FilingsSkeleton() { + return ( + <> +
+ {[0, 1, 2, 3, 4].map((i) => ( + + ))} +
+
+ +
+
+ +
+
+ +
+ {[0, 1, 2, 3, 4].map((i) => ( + + ))} +
+
+ + ); +} + +// ── KPI strip ───────────────────────────────────────────────────────────────── + +function FilingKPIs({ kpis }: { kpis: FilingsResponse["kpis"] }) { + const items = [ + { label: "TOTAL FILINGS", value: String(kpis.total) }, + { label: "10-K ANNUAL", value: String(kpis.count_10k) }, + { label: "10-Q QUARTERLY", value: String(kpis.count_10q) }, + { label: "8-K EVENTS", value: String(kpis.count_8k) }, + { label: "DISTINCT FORMS", value: String(kpis.distinct_forms) }, + ]; + + return ( +
+ {items.map((item) => ( +
+
+ {item.label} +
+
+ {item.value} +
+
+ ))} +
+ ); +} + +// ── Cadence chart (Recharts stacked bars) ───────────────────────────────────── + +const FORM_COLORS: Record = { + "10-K": "var(--info, #4A78B5)", + "10-Q": "#5B9BD5", + "8-K": "var(--caution, #C49545)", + other: "var(--fg-3, #8A9AAF)", +}; + +function CadenceChart({ data }: { data: CadencePoint[] }) { + if (!data.length) { + return ( +
+ No filing history available +
+ ); + } + + const chartData = data.map((d) => ({ + month: d.month.slice(5), // "MM" + "10-K": d.count_10k, + "10-Q": d.count_10q, + "8-K": d.count_8k, + Other: d.count_other, + })); + + return ( + + + + + + + + + + + + + ); +} + +// ── Form mix table ───────────────────────────────────────────────────────────── + +function FormMixTable({ rows }: { rows: FormMixRow[] }) { + if (!rows.length) return null; + + return ( +
+
+ + Form + + + Count + + + Mix + +
+ {rows.map((row) => ( +
+ + {row.form} + + + {row.count} + + + {row.pct != null ? `${row.pct.toFixed(1)}%` : "—"} + +
+ ))} +
+ ); +} + +// ── Filing badge ─────────────────────────────────────────────────────────────── + +function FormBadge({ form }: { form: string }) { + let bg = "var(--ink-2, #181d26)"; + let color = "var(--fg-3)"; + let border = "1px solid var(--line-1, #232934)"; + + if (form === "10-K" || form === "10-Q") { + bg = "rgba(74, 120, 181, 0.15)"; + color = "var(--info, #4A78B5)"; + border = "1px solid rgba(74,120,181,0.3)"; + } else if (form === "8-K") { + bg = "rgba(196, 149, 69, 0.15)"; + color = "var(--caution, #C49545)"; + border = "1px solid rgba(196,149,69,0.3)"; + } + + return ( + + {form} + + ); +} + +// ── Filing table row ─────────────────────────────────────────────────────────── + +function FilingRow({ filing }: { filing: FilingItem }) { + return ( +
+ + {filing.date} + + + + {filing.title} + + {filing.url ? ( + + ↗ + + ) : ( + — + )} +
+ ); +} + +// ── Filing table with filters + pagination ───────────────────────────────────── + +function FilingTable({ filings }: { filings: FilingItem[] }) { + const [formFilter, setFormFilter] = useState("all"); + const [dateRange, setDateRange] = useState("all"); + const [page, setPage] = useState(0); + + const FORM_FILTERS: { key: FormFilter; label: string }[] = [ + { key: "all", label: "ALL" }, + { key: "10-K", label: "10-K" }, + { key: "10-Q", label: "10-Q" }, + { key: "8-K", label: "8-K" }, + ]; + + const DATE_FILTERS: { key: DateRange; label: string }[] = [ + { key: "6m", label: "6M" }, + { key: "1y", label: "1Y" }, + { key: "all", label: "ALL" }, + ]; + + const cutoff: Record = { + "6m": new Date(Date.now() - 180 * 86400 * 1000).toISOString().slice(0, 10), + "1y": new Date(Date.now() - 365 * 86400 * 1000).toISOString().slice(0, 10), + "all": null, + }; + + const filtered = filings.filter((f) => { + if (formFilter !== "all" && f.form !== formFilter) return false; + const cut = cutoff[dateRange]; + if (cut && f.date < cut) return false; + return true; + }); + + const totalPages = Math.ceil(filtered.length / PAGE_SIZE); + const pageItems = filtered.slice(page * PAGE_SIZE, (page + 1) * PAGE_SIZE); + + // Reset to page 0 when filters change + const setFormFilterAndReset = (f: FormFilter) => { setFormFilter(f); setPage(0); }; + const setDateRangeAndReset = (r: DateRange) => { setDateRange(r); setPage(0); }; + + return ( +
+ {/* Controls row */} +
+
+ {FORM_FILTERS.map(({ key, label }) => ( + + ))} +
+
+ {DATE_FILTERS.map(({ key, label }) => ( + + ))} +
+
+ + {/* Table header */} +
+ {["DATE", "FORM", "TITLE", ""].map((h) => ( + + {h} + + ))} +
+ + {/* Rows */} + {pageItems.length === 0 ? ( +
+ No filings match selected filters +
+ ) : ( + pageItems.map((f, i) => ) + )} + + {/* Pagination */} + {totalPages > 1 && ( +
+ + {page * PAGE_SIZE + 1}–{Math.min((page + 1) * PAGE_SIZE, filtered.length)} of {filtered.length} + +
+ + +
+
+ )} +
+ ); +} + +// ── Page ────────────────────────────────────────────────────────────────────── + +export function FilingsPage({ ticker, overview, isSaved, onToggleWatchlist }: Props) { + const [data, setData] = useState(null); + const [state, setState] = useState("loading"); + const kpis = buildKpis(overview); + + useEffect(() => { + let cancelled = false; + setState("loading"); + setData(null); + + api + .filings(ticker) + .then((res) => { + if (cancelled) return; + if (!res.filings.length) { + setState("empty"); + } else { + setData(res); + setState("ready"); + } + }) + .catch(() => { + if (!cancelled) setState("error"); + }); + + return () => { + cancelled = true; + }; + }, [ticker]); + + return ( + <> + + + +
+ {state === "loading" && } + + {state === "error" && ( +
+
+ Failed to load filings data +
+
+ )} + + {state === "empty" && ( +
+
+ No SEC filings found for this ticker +
+
+ )} + + {state === "ready" && data && ( + <> + + + {/* Two-column: cadence chart + form mix */} +
+
+
+ Filing Cadence — Monthly +
+ +
+
+
+ Form Mix +
+ +
+
+ + {/* Readout bar */} +
+ {data.readout} +
+ + {/* Filing table */} +
+
+ All Filings +
+ +
+ + )} +
+ + + + ); +} diff --git a/frontend/package-lock.json b/frontend/package-lock.json index 28aa7e8..8e581d0 100644 --- a/frontend/package-lock.json +++ b/frontend/package-lock.json @@ -13,7 +13,8 @@ "plotly.js": "^2.35.2", "react": "19.0.0", "react-dom": "19.0.0", - "react-plotly.js": "^2.6.0" + "react-plotly.js": "^2.6.0", + "recharts": "^3.8.1" }, "devDependencies": { "@types/node": "^22.10.5", @@ -1526,6 +1527,42 @@ "pick-by-alias": "^1.2.0" } }, + "node_modules/@reduxjs/toolkit": { + "version": "2.12.0", + "resolved": "https://registry.npmjs.org/@reduxjs/toolkit/-/toolkit-2.12.0.tgz", + "integrity": "sha512-KiT+RzZbp6mQET+Mg+h2c97+9j1sNflUxQkIHI7Yuzf6Peu+OYpmkn6nbHWmLLWj+1ZODUJFwGZ7gx3L9R9EOw==", + "license": "MIT", + "dependencies": { + "@standard-schema/spec": "^1.0.0", + "@standard-schema/utils": "^0.3.0", + "immer": "^11.0.0", + "redux": "^5.0.1", + "redux-thunk": "^3.1.0", + "reselect": "^5.1.0" + }, + "peerDependencies": { + "react": "^16.9.0 || ^17.0.0 || ^18 || ^19", + "react-redux": "^7.2.1 || ^8.1.3 || ^9.0.0" + }, + "peerDependenciesMeta": { + "react": { + "optional": true + }, + "react-redux": { + "optional": true + } + } + }, + "node_modules/@reduxjs/toolkit/node_modules/immer": { + "version": "11.1.8", + "resolved": "https://registry.npmjs.org/immer/-/immer-11.1.8.tgz", + "integrity": "sha512-/tbkHMW7y10Lx6i1crLjD4/OhNkRG+Fo7byZHtah0547nIeXYcpIXaUh0IAQY6gO5459qpGGYapcEOHtFXkIuA==", + "license": "MIT", + "funding": { + "type": "opencollective", + "url": "https://opencollective.com/immer" + } + }, "node_modules/@rtsao/scc": { "version": "1.1.0", "resolved": "https://registry.npmjs.org/@rtsao/scc/-/scc-1.1.0.tgz", @@ -1533,6 +1570,18 @@ "dev": true, "license": "MIT" }, + "node_modules/@standard-schema/spec": { + "version": "1.1.0", + "resolved": "https://registry.npmjs.org/@standard-schema/spec/-/spec-1.1.0.tgz", + "integrity": "sha512-l2aFy5jALhniG5HgqrD6jXLi/rUWrKvqN/qJx6yoJsgKhblVd+iqqU4RCXavm/jPityDo5TCvKMnpjKnOriy0w==", + "license": "MIT" + }, + "node_modules/@standard-schema/utils": { + "version": "0.3.0", + "resolved": "https://registry.npmjs.org/@standard-schema/utils/-/utils-0.3.0.tgz", + "integrity": "sha512-e7Mew686owMaPJVNNLs55PUvgz371nKgwsc4vxE49zsODpJEnxgxRo2y/OKrqueavXgZNMDVj3DdHFlaSAeU8g==", + "license": "MIT" + }, "node_modules/@swc/helpers": { "version": "0.5.15", "resolved": "https://registry.npmjs.org/@swc/helpers/-/helpers-0.5.15.tgz", @@ -1625,6 +1674,69 @@ "tslib": "^2.4.0" } }, + "node_modules/@types/d3-array": { + "version": "3.2.2", + "resolved": "https://registry.npmjs.org/@types/d3-array/-/d3-array-3.2.2.tgz", + "integrity": "sha512-hOLWVbm7uRza0BYXpIIW5pxfrKe0W+D5lrFiAEYR+pb6w3N2SwSMaJbXdUfSEv+dT4MfHBLtn5js0LAWaO6otw==", + "license": "MIT" + }, + "node_modules/@types/d3-color": { + "version": "3.1.3", + "resolved": "https://registry.npmjs.org/@types/d3-color/-/d3-color-3.1.3.tgz", + "integrity": "sha512-iO90scth9WAbmgv7ogoq57O9YpKmFBbmoEoCHDB2xMBY0+/KVrqAaCDyCE16dUspeOvIxFFRI+0sEtqDqy2b4A==", + "license": "MIT" + }, + "node_modules/@types/d3-ease": { + "version": "3.0.2", + "resolved": "https://registry.npmjs.org/@types/d3-ease/-/d3-ease-3.0.2.tgz", + "integrity": "sha512-NcV1JjO5oDzoK26oMzbILE6HW7uVXOHLQvHshBUW4UMdZGfiY6v5BeQwh9a9tCzv+CeefZQHJt5SRgK154RtiA==", + "license": "MIT" + }, + "node_modules/@types/d3-interpolate": { + "version": "3.0.4", + "resolved": "https://registry.npmjs.org/@types/d3-interpolate/-/d3-interpolate-3.0.4.tgz", + "integrity": "sha512-mgLPETlrpVV1YRJIglr4Ez47g7Yxjl1lj7YKsiMCb27VJH9W8NVM6Bb9d8kkpG/uAQS5AmbA48q2IAolKKo1MA==", + "license": "MIT", + "dependencies": { + "@types/d3-color": "*" + } + }, + "node_modules/@types/d3-path": { + "version": "3.1.1", + "resolved": "https://registry.npmjs.org/@types/d3-path/-/d3-path-3.1.1.tgz", + "integrity": "sha512-VMZBYyQvbGmWyWVea0EHs/BwLgxc+MKi1zLDCONksozI4YJMcTt8ZEuIR4Sb1MMTE8MMW49v0IwI5+b7RmfWlg==", + "license": "MIT" + }, + "node_modules/@types/d3-scale": { + "version": "4.0.9", + "resolved": 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"node_modules/@typescript-eslint/eslint-plugin": { "version": "8.59.3", "resolved": "https://registry.npmjs.org/@typescript-eslint/eslint-plugin/-/eslint-plugin-8.59.3.tgz", @@ -3139,6 +3257,15 @@ "integrity": "sha512-IV3Ou0jSMzZrd3pZ48nLkT9DA7Ag1pnPzaiQhpW7c3RbcqqzvzzVu+L8gfqMp/8IM2MQtSiqaCxrrcfu8I8rMA==", "license": "MIT" }, + "node_modules/clsx": { + "version": "2.1.1", + "resolved": "https://registry.npmjs.org/clsx/-/clsx-2.1.1.tgz", + "integrity": "sha512-eYm0QWBtUrBWZWG0d386OGAw16Z995PiOVo2B7bjWSbHedGl5e0ZWaq65kOGgUSNesEIDkB9ISbTg/JK9dhCZA==", + "license": "MIT", + "engines": { + "node": ">=6" + } + }, "node_modules/color-alpha": { "version": "1.0.4", "resolved": "https://registry.npmjs.org/color-alpha/-/color-alpha-1.0.4.tgz", @@ -3435,7 +3562,7 @@ "version": "3.2.3", "resolved": "https://registry.npmjs.org/csstype/-/csstype-3.2.3.tgz", "integrity": "sha512-z1HGKcYy2xA8AGQfwrn0PAy+PB7X/GSj3UVJW9qKyn43xWa+gl5nXmU4qqLMRzWVLFC8KusUX8T/0kCiOYpAIQ==", - "dev": true, + "devOptional": true, "license": "MIT" }, "node_modules/d": { @@ -3478,6 +3605,15 @@ "integrity": "sha512-fVjoElzjhCEy+Hbn8KygnmMS7Or0a9sI2UzGwoB7cCtvI1XpVN9GpoYlnb3xt2YV66oXYb1fLJ8GMvP4hdU1RA==", "license": "BSD-3-Clause" }, + "node_modules/d3-ease": { + "version": "3.0.1", + "resolved": "https://registry.npmjs.org/d3-ease/-/d3-ease-3.0.1.tgz", + "integrity": "sha512-wR/XK3D3XcLIZwpbvQwQ5fK+8Ykds1ip7A2Txe0yxncXSdq1L9skcG7blcedkOX+ZcgxGAmLX1FrRGbADwzi0w==", + "license": "BSD-3-Clause", + "engines": { + "node": ">=12" + } + }, "node_modules/d3-force": { "version": "1.2.1", "resolved": "https://registry.npmjs.org/d3-force/-/d3-force-1.2.1.tgz", @@ -3575,6 +3711,46 @@ "integrity": "sha512-RKPAeXnkC59IDGD0Wu5mANy0Q2V28L+fNe65pOCXVdVuTJS3WPKaJlFHer32Rbh9gIo9qMuJXio8ra4+YmIymA==", "license": "BSD-3-Clause" }, + "node_modules/d3-scale": { + "version": "4.0.2", + "resolved": "https://registry.npmjs.org/d3-scale/-/d3-scale-4.0.2.tgz", + "integrity": 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"d3-array": "2 - 3" + }, + "engines": { + "node": ">=12" + } + }, "node_modules/d3-shape": { "version": "1.3.7", "resolved": "https://registry.npmjs.org/d3-shape/-/d3-shape-1.3.7.tgz", @@ -3684,6 +3860,12 @@ } } }, + "node_modules/decimal.js-light": { + "version": "2.5.1", + "resolved": "https://registry.npmjs.org/decimal.js-light/-/decimal.js-light-2.5.1.tgz", + "integrity": "sha512-qIMFpTMZmny+MMIitAB6D7iVPEorVw6YQRWkvarTkT4tBeSLLiHzcwj6q0MmYSFCiVpiqPJTJEYIrpcPzVEIvg==", + "license": "MIT" + }, "node_modules/deep-is": { "version": "0.1.4", "resolved": "https://registry.npmjs.org/deep-is/-/deep-is-0.1.4.tgz", @@ -4057,6 +4239,16 @@ "url": "https://github.com/sponsors/ljharb" } }, + "node_modules/es-toolkit": { + "version": "1.47.1", + "resolved": "https://registry.npmjs.org/es-toolkit/-/es-toolkit-1.47.1.tgz", + "integrity": "sha512-5RAqEwf4P4E17p+W75KLOWw/nOvKZzSQpxM32IpI2KZLaVonjTrZ0Ai5ghMaVI9eKC2p8eoQgcBdkEDgzFk6+Q==", + "license": "MIT", + "workspaces": [ + "docs", + "benchmarks" + ] + }, "node_modules/es5-ext": { "version": "0.10.64", "resolved": "https://registry.npmjs.org/es5-ext/-/es5-ext-0.10.64.tgz", @@ -4613,6 +4805,12 @@ "es5-ext": "~0.10.14" } }, + "node_modules/eventemitter3": { + "version": "5.0.4", + "resolved": "https://registry.npmjs.org/eventemitter3/-/eventemitter3-5.0.4.tgz", + "integrity": "sha512-mlsTRyGaPBjPedk6Bvw+aqbsXDtoAyAzm5MO7JgU+yVRyMQ5O8bD4Kcci7BS85f93veegeCPkL8R4GLClnjLFw==", + "license": "MIT" + }, "node_modules/events": { "version": "3.3.0", "resolved": "https://registry.npmjs.org/events/-/events-3.3.0.tgz", @@ -5608,6 +5806,16 @@ "node": ">= 4" } }, + "node_modules/immer": { + "version": "10.2.0", + "resolved": "https://registry.npmjs.org/immer/-/immer-10.2.0.tgz", + "integrity": "sha512-d/+XTN3zfODyjr89gM3mPq1WNX2B8pYsu7eORitdwyA2sBubnTl3laYlBk4sXY5FUa5qTZGBDPJICVbvqzjlbw==", + "license": "MIT", + "funding": { + "type": "opencollective", + "url": "https://opencollective.com/immer" + } + }, "node_modules/import-fresh": { 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}, + "node_modules/victory-vendor/node_modules/d3-timer": { + "version": "3.0.1", + "resolved": "https://registry.npmjs.org/d3-timer/-/d3-timer-3.0.1.tgz", + "integrity": "sha512-ndfJ/JxxMd3nw31uyKoY2naivF+r29V+Lc0svZxe1JvvIRmi8hUsrMvdOwgS1o6uBHmiz91geQ0ylPP0aj1VUA==", + "license": "ISC", + "engines": { + "node": ">=12" + } + }, "node_modules/vt-pbf": { "version": "3.1.3", "resolved": "https://registry.npmjs.org/vt-pbf/-/vt-pbf-3.1.3.tgz", diff --git a/frontend/package.json b/frontend/package.json index f754927..fdd6d96 100644 --- a/frontend/package.json +++ b/frontend/package.json @@ -14,7 +14,8 @@ "plotly.js": "^2.35.2", "react": "19.0.0", "react-dom": "19.0.0", - "react-plotly.js": "^2.6.0" + "react-plotly.js": "^2.6.0", + "recharts": "^3.8.1" }, "devDependencies": { "@types/node": "^22.10.5", -- cgit v1.3-2-g0d8e