From b04f744e931c518fe342aa5e43530925bbead4ab Mon Sep 17 00:00:00 2001
From: Tyler Hoang <tyler@tylerhoang.xyz>
Date: Mon, 18 May 2026 00:19:54 -0700
Subject: feat: add FinancialsCard component with statement tabs and period
 toggle

Renders income/balance/cash_flow statements with annual/quarterly toggle, section headers, indent levels, total rows, margin rows, and negative-value coloring via --negative.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
---
 frontend/app/prism-shell.css                 | 184 +++++++++++++++++++++++++++
 frontend/components/prism/FinancialsCard.tsx | 136 ++++++++++++++++++++
 2 files changed, 320 insertions(+)
 create mode 100644 frontend/components/prism/FinancialsCard.tsx

diff --git a/frontend/app/prism-shell.css b/frontend/app/prism-shell.css
index 6ccf9ca..cd0023a 100644
--- a/frontend/app/prism-shell.css
+++ b/frontend/app/prism-shell.css
@@ -1105,3 +1105,187 @@
     grid-column: 3;
   }
 }
+
+/* ── Financials Card ─────────────────────────────── */
+
+.psm-financials-card {
+  padding: 0;
+  display: flex;
+  flex-direction: column;
+  min-height: 480px;
+  overflow: hidden;
+}
+
+.psm-fin-header {
+  display: flex;
+  align-items: stretch;
+  border-bottom: 1px solid var(--line-1);
+  padding: 0 var(--sp-4);
+  flex-shrink: 0;
+}
+
+.psm-fin-tabs {
+  display: flex;
+  margin-right: auto;
+}
+
+.psm-fin-tab {
+  padding: var(--sp-3) var(--sp-3);
+  background: none;
+  border: none;
+  border-bottom: 2px solid transparent;
+  color: var(--fg-4);
+  font-family: var(--font-mono);
+  font-size: var(--fs-12);
+  letter-spacing: 0.04em;
+  cursor: pointer;
+  transition: color 150ms ease;
+  margin-bottom: -1px;
+}
+
+.psm-fin-tab:hover {
+  color: var(--fg-2);
+}
+
+.psm-fin-tab.active {
+  border-bottom-color: var(--brass);
+  color: var(--brass);
+}
+
+.psm-fin-period {
+  display: flex;
+  align-items: center;
+  gap: var(--sp-1);
+}
+
+.psm-fin-period-btn {
+  padding: 3px var(--sp-2);
+  background: none;
+  border: 1px solid var(--line-1);
+  border-radius: var(--r-1);
+  color: var(--fg-4);
+  font-family: var(--font-mono);
+  font-size: var(--fs-12);
+  letter-spacing: 0.04em;
+  cursor: pointer;
+  transition: all 150ms ease;
+}
+
+.psm-fin-period-btn:hover {
+  color: var(--fg-2);
+  border-color: var(--line-2);
+}
+
+.psm-fin-period-btn.active {
+  background: rgba(194, 170, 122, 0.1);
+  border-color: rgba(194, 170, 122, 0.3);
+  color: var(--brass);
+}
+
+.psm-fin-table-wrap {
+  overflow: auto;
+  flex: 1;
+}
+
+.psm-fin-table {
+  width: 100%;
+  border-collapse: collapse;
+  font-size: var(--fs-13);
+}
+
+.psm-fin-table thead tr {
+  border-bottom: 1px solid var(--line-1);
+}
+
+.psm-fin-label-col {
+  text-align: left;
+  padding: var(--sp-2) var(--sp-4);
+  color: var(--fg-4);
+  font-family: var(--font-sans);
+  font-weight: 400;
+  min-width: 180px;
+}
+
+.psm-fin-val-col {
+  text-align: right;
+  padding: var(--sp-2) var(--sp-3);
+  color: var(--fg-4);
+  font-family: var(--font-mono);
+  font-weight: 400;
+  white-space: nowrap;
+}
+
+.psm-fin-val-col.accent {
+  color: var(--brass);
+}
+
+.psm-fin-section-row td {
+  padding: var(--sp-3) var(--sp-4) var(--sp-1);
+}
+
+.psm-fin-section-label {
+  color: var(--fg-4);
+  font-family: var(--font-sans);
+  font-size: var(--fs-12);
+  letter-spacing: 0.05em;
+  text-transform: uppercase;
+}
+
+.psm-fin-row td {
+  border-bottom: 1px solid var(--ink-2);
+}
+
+.psm-fin-row.is-total td {
+  border-bottom-color: var(--line-1);
+}
+
+.psm-fin-label {
+  padding: var(--sp-2) var(--sp-4);
+  color: var(--fg-3);
+  font-family: var(--font-sans);
+  white-space: nowrap;
+}
+
+.psm-fin-row.is-indent .psm-fin-label {
+  padding-left: calc(var(--sp-4) + 12px);
+}
+
+.psm-fin-row.is-total .psm-fin-label {
+  color: var(--fg-1);
+  font-weight: 500;
+}
+
+.psm-fin-row.is-margin .psm-fin-label {
+  font-style: italic;
+  color: var(--fg-4);
+  font-size: var(--fs-12);
+}
+
+.psm-fin-val {
+  text-align: right;
+  padding: var(--sp-2) var(--sp-3);
+  color: var(--fg-2);
+  font-family: var(--font-mono);
+  white-space: nowrap;
+}
+
+.psm-fin-val.accent {
+  color: var(--brass);
+}
+
+.psm-fin-val.neg {
+  color: var(--negative);
+}
+
+.psm-fin-row.is-total .psm-fin-val {
+  color: var(--fg-1);
+}
+
+.psm-fin-row.is-margin .psm-fin-val {
+  color: var(--fg-4);
+  font-size: var(--fs-12);
+}
+
+.psm-fin-empty {
+  padding: var(--sp-4);
+}
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>
+  );
+}
-- 
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