phase-10: ui code enhancements
This commit is contained in:
saikiranvella
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export { default as CallForm } from './CallForm.svelte';
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export { default as CallCard } from './CallCard.svelte';
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export { default as CalendarSection } from './CalendarSection.svelte';
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@@ -1,2 +1,4 @@
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export * from './shared/index.js';
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export * from './screener/index.js';
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export * from './portfolio/index.js';
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export * from './calls/index.js';
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@@ -0,0 +1,3 @@
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export { default as AddHoldingForm } from './AddHoldingForm.svelte';
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export { default as AdviceTable } from './AdviceTable.svelte';
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export { default as AccountsTable } from './AccountsTable.svelte';
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+6
-170
@@ -1,170 +1,6 @@
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// ── UI type layer ─────────────────────────────────────────────────────────
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// Shared domain types are imported from the server's canonical model files
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// via the $types alias (→ server/types/). Only UI-specific types live here.
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//
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// All consumers should import from '$lib/types.js' as before — nothing changes
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// at the call site.
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// ── Re-export shared domain types ────────────────────────────────────────
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export type {
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Signal,
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AssetType,
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ScoreMode,
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ScoreResult,
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AssetResult,
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ScreenerResult,
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} from '$types/asset.model.js';
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export type {
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RateRegime,
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VolatilityRegime,
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Benchmarks,
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MarketContext,
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} from '$types/market.model.js';
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export type { HoldingType, PortfolioHolding, PortfolioAdvice } from '$types/portfolio.model.js';
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export type { TickerSnapshot, MarketCall } from '$types/calls.model.js';
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export type { LLMAnalysis, CatalystStory, CalendarEvent } from '$types/finance.model.js';
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// ── UI-only types (not on the server) ────────────────────────────────────
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import type { AssetType } from '$types/asset.model.js';
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import type { LLMAnalysis } from '$types/finance.model.js';
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/** Detailed display metrics rendered per asset row in the screener table. */
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export interface AssetDisplayMetrics {
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// ── Common ──────────────────────────────────────────────────────────
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Price?: string;
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// ── Stock: classification ────────────────────────────────────────────
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Sector?: string;
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'Cap Tier'?: string; // Mega Cap / Large Cap / Mid Cap / Small Cap / Micro Cap
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Style?: string; // High Growth / Growth / Stable / Value / Turnaround / Declining
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// ── Stock: valuation ─────────────────────────────────────────────────
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'P/E'?: string;
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PEG?: string;
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'P/B'?: string;
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// ── Stock: quality ───────────────────────────────────────────────────
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'GrossM%'?: string; // gross margin — key for tech/software moat
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'ROE%'?: string;
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'OpMgn%'?: string;
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'NetMgn%'?: string;
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'FCF Yld%'?: string;
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'Div%'?: string;
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// ── Stock: risk ───────────────────────────────────────────────────────
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'D/E'?: string;
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Quick?: string;
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Beta?: string;
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// ── Stock: 52-week movement ───────────────────────────────────────────
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'52W Pos'?: string; // % position within the 52-week range
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'52W Chg'?: string; // total price return over last 52 weeks (signed %)
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'From High'?: string; // % below 52-week high (negative = drawdown)
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'From Low'?: string; // % above 52-week low (positive = recovery)
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// ── Stock: analyst consensus ──────────────────────────────────────────
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Analyst?: string; // Strong Buy / Buy / Hold / Sell / Strong Sell
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'# Analysts'?: string;
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Target?: string; // analyst consensus price target
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Upside?: string; // % upside to analyst target (signed %)
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// ── Stock: DCF intrinsic value ────────────────────────────────────────
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'DCF Value'?: string; // intrinsic value per share
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'DCF Safety'?: string; // margin of safety % (positive = undervalued)
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// ── Stock: REIT-specific ──────────────────────────────────────────────
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'P/FFO'?: string;
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// ── ETF ───────────────────────────────────────────────────────────────
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'Exp Ratio%'?: string;
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'Yield%'?: string;
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AUM?: string;
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'5Y Return%'?: string;
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// ── Bond ──────────────────────────────────────────────────────────────
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'YTM%'?: string;
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Duration?: string;
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Rating?: string;
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[key: string]: string | null | undefined;
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}
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/** State object for the LLM analysis slide-over sidebar. */
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export interface SidebarState {
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open: boolean;
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loading: boolean;
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analysis: LLMAnalysis | null;
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type: AssetType | null;
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error: string | null;
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}
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/** Transient state for inline row editing in the portfolio table. */
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export interface InlineEdit {
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ticker: string;
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shares: string;
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costBasis: string;
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type: string;
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source: string;
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}
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// ── Portfolio component types ─────────────────────────────────────────────
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import type { Signal } from '$types/asset.model.js';
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/** A single row in the portfolio advice table. */
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export interface AdviceRow {
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ticker: string;
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type: string;
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source: string;
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shares: number;
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costBasis: number;
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currentPrice: string | null;
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marketValue: string | null;
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gainLossPct: string | null;
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signal: Signal | null;
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advice: string;
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reason: string;
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}
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/** Form data for adding or updating a holding. */
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export interface HoldingFormData {
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ticker: string;
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shares: number;
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costBasis: number;
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type: 'stock' | 'etf' | 'bond' | 'crypto';
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source: string;
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}
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interface SimpleFINAccount {
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name: string;
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type: string;
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org: string;
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balance: number;
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}
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interface CategoryBreakdown {
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category: string;
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amount: number;
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pct: number;
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}
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/** Personal finance summary from SimpleFIN. */
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export interface PersonalFinance {
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netWorth: number;
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totalAssets: number;
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totalLiabilities: number;
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totalCash: number;
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totalInvestments: number;
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totalIncome: number;
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totalSpend: number;
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cashPct: number;
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investPct: number;
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savingsRate: string | null;
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accounts: SimpleFINAccount[];
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categoryBreakdown: CategoryBreakdown[];
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}
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/**
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* Backward-compatibility shim.
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* Types have been split into lib/types/ subdirectory.
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* Existing '$lib/types.js' imports continue to work unchanged.
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*/
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export * from './types/index.js';
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@@ -0,0 +1,3 @@
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export * from './shared.js';
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export * from './ui.types.js';
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export * from './portfolio.types.js';
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@@ -0,0 +1,54 @@
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import type { Signal } from '$types/asset.model.js';
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/** A single row in the portfolio advice table. */
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export interface AdviceRow {
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ticker: string;
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type: string;
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source: string;
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shares: number;
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costBasis: number;
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currentPrice: string | null;
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marketValue: string | null;
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gainLossPct: string | null;
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signal: Signal | null;
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advice: string;
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reason: string;
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}
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/** Form data for adding or updating a holding. */
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export interface HoldingFormData {
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ticker: string;
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shares: number;
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costBasis: number;
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type: 'stock' | 'etf' | 'bond' | 'crypto';
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source: string;
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}
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interface SimpleFINAccount {
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name: string;
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type: string;
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org: string;
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balance: number;
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}
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interface CategoryBreakdown {
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category: string;
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amount: number;
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pct: number;
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}
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/** Personal finance summary from SimpleFIN. */
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export interface PersonalFinance {
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netWorth: number;
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totalAssets: number;
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totalLiabilities: number;
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totalCash: number;
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totalInvestments: number;
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totalIncome: number;
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totalSpend: number;
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cashPct: number;
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investPct: number;
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savingsRate: string | null;
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accounts: SimpleFINAccount[];
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categoryBreakdown: CategoryBreakdown[];
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}
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@@ -0,0 +1,21 @@
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export type {
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Signal,
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AssetType,
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ScoreMode,
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ScoreResult,
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AssetResult,
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ScreenerResult,
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} from '$types/asset.model.js';
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export type {
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RateRegime,
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VolatilityRegime,
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Benchmarks,
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MarketContext,
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} from '$types/market.model.js';
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export type { HoldingType, PortfolioHolding, PortfolioAdvice } from '$types/portfolio.model.js';
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export type { TickerSnapshot, MarketCall } from '$types/calls.model.js';
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export type { LLMAnalysis, CatalystStory, CalendarEvent } from '$types/finance.model.js';
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@@ -0,0 +1,81 @@
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import type { AssetType } from '$types/asset.model.js';
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import type { LLMAnalysis } from '$types/finance.model.js';
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/** Detailed display metrics rendered per asset row in the screener table. */
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export interface AssetDisplayMetrics {
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// ── Common ──────────────────────────────────────────────────────────
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Price?: string;
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// ── Stock: classification ────────────────────────────────────────────
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Sector?: string;
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'Cap Tier'?: string;
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Style?: string;
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// ── Stock: valuation ─────────────────────────────────────────────────
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'P/E'?: string;
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PEG?: string;
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'P/B'?: string;
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// ── Stock: quality ───────────────────────────────────────────────────
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'GrossM%'?: string;
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'ROE%'?: string;
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'OpMgn%'?: string;
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'NetMgn%'?: string;
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'FCF Yld%'?: string;
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'Div%'?: string;
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// ── Stock: risk ───────────────────────────────────────────────────────
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'D/E'?: string;
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Quick?: string;
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Beta?: string;
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// ── Stock: 52-week movement ───────────────────────────────────────────
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'52W Pos'?: string;
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'52W Chg'?: string;
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'From High'?: string;
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'From Low'?: string;
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// ── Stock: analyst consensus ──────────────────────────────────────────
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Analyst?: string;
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'# Analysts'?: string;
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Target?: string;
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Upside?: string;
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// ── Stock: DCF intrinsic value ────────────────────────────────────────
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'DCF Value'?: string;
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'DCF Safety'?: string;
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// ── Stock: REIT-specific ──────────────────────────────────────────────
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'P/FFO'?: string;
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// ── ETF ───────────────────────────────────────────────────────────────
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'Exp Ratio%'?: string;
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'Yield%'?: string;
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AUM?: string;
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'5Y Return%'?: string;
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// ── Bond ──────────────────────────────────────────────────────────────
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'YTM%'?: string;
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Duration?: string;
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Rating?: string;
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[key: string]: string | null | undefined;
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}
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/** State object for the LLM analysis slide-over sidebar. */
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export interface SidebarState {
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open: boolean;
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loading: boolean;
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analysis: LLMAnalysis | null;
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type: AssetType | null;
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error: string | null;
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}
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/** Transient state for inline row editing in the portfolio table. */
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export interface InlineEdit {
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ticker: string;
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shares: string;
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costBasis: string;
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type: string;
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source: string;
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}
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@@ -1,9 +1,9 @@
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<script lang="ts">
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import { createCall, deleteCall } from '$lib/api.js';
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import { invalidateAll } from '$app/navigation';
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import CallForm from '$lib/calls/CallForm.svelte';
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import CallCard from '$lib/calls/CallCard.svelte';
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import CalendarSection from '$lib/calls/CalendarSection.svelte';
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import CallForm from '$lib/components/calls/CallForm.svelte';
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import CallCard from '$lib/components/calls/CallCard.svelte';
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import CalendarSection from '$lib/components/calls/CalendarSection.svelte';
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import type { CalendarEvent } from '$lib/types.js';
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interface MarketCall {
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@@ -2,9 +2,9 @@
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import { portfolioStore } from '$lib/stores/portfolio.store.svelte.js';
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import MarketContext from '$lib/components/shared/MarketContext.svelte';
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import Spinner from '$lib/components/shared/Spinner.svelte';
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import AddHoldingForm from '$lib/portfolio/AddHoldingForm.svelte';
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import AdviceTable from '$lib/portfolio/AdviceTable.svelte';
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import AccountsTable from '$lib/portfolio/AccountsTable.svelte';
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import AddHoldingForm from '$lib/components/portfolio/AddHoldingForm.svelte';
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import AdviceTable from '$lib/components/portfolio/AdviceTable.svelte';
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import AccountsTable from '$lib/components/portfolio/AccountsTable.svelte';
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const p = portfolioStore;
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