feat: add fundamentals parity reporting
This commit is contained in:
@@ -0,0 +1,156 @@
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import { useState } from 'react';
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import {
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getFundamentalsParityCsv,
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getFundamentalsParityJson,
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} from '../../api/admin';
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import { useFundamentalsParityReport } from '../../hooks/useAdmin';
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import { SkeletonTable } from '../ui/Skeleton';
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const FIELD_LABELS: Record<string, string> = {
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pe_ratio: 'P/E',
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revenue_growth: 'Revenue growth',
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earnings_surprise: 'Earnings surprise',
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};
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function downloadText(filename: string, content: string, type: string) {
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const blob = new Blob([content], { type });
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const url = URL.createObjectURL(blob);
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const anchor = document.createElement('a');
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anchor.href = url;
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anchor.download = filename;
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anchor.click();
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URL.revokeObjectURL(url);
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}
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export function FundamentalsParityPanel() {
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const { data: report, isLoading, isError, error } = useFundamentalsParityReport();
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const [downloading, setDownloading] = useState(false);
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if (isLoading) return <SkeletonTable rows={2} cols={4} />;
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if (isError) {
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return <p className="text-sm text-red-400">{(error as Error).message}</p>;
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}
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if (!report) {
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return (
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<div className="glass p-5">
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<h3 className="text-sm font-semibold text-gray-200">A5 Fundamentals Parity</h3>
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<p className="mt-1 text-xs text-gray-500">
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No report yet. Trigger “Fundamentals Parity Report (read-only)” below.
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</p>
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</div>
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);
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}
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const summary = report.summary;
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const generated = new Date(report.generated_at).toLocaleString();
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async function downloadCsv() {
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setDownloading(true);
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try {
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const artifact = await getFundamentalsParityCsv();
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if (artifact) downloadText(artifact.filename, artifact.content, 'text/csv;charset=utf-8');
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} finally {
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setDownloading(false);
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}
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}
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async function downloadJson() {
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setDownloading(true);
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try {
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const artifact = await getFundamentalsParityJson();
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if (artifact) downloadText(artifact.filename, artifact.content, 'application/json;charset=utf-8');
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} finally {
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setDownloading(false);
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}
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}
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return (
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<div className="glass p-5 space-y-4">
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<div className="flex flex-wrap items-start justify-between gap-3">
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<div>
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<div className="flex flex-wrap items-center gap-2">
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<h3 className="text-sm font-semibold text-gray-200">A5 Fundamentals Parity</h3>
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<span className="rounded-full border border-amber-400/20 bg-amber-400/10 px-2 py-0.5 text-[10px] uppercase tracking-wide text-amber-300">
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approval pending
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</span>
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<span className="rounded-full border border-cyan-400/20 bg-cyan-400/10 px-2 py-0.5 text-[10px] uppercase tracking-wide text-cyan-300">
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read-only
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</span>
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</div>
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<p className="mt-1 text-xs text-gray-500">
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Generated {generated} · as of {report.as_of_date} · {summary.universe_count} tracked tickers
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</p>
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</div>
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<div className="flex gap-2">
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<button
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type="button"
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className="rounded border border-white/10 px-3 py-1.5 text-xs text-gray-300 hover:text-white"
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onClick={downloadJson}
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disabled={downloading}
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>
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Download JSON
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</button>
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<button
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type="button"
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className="rounded border border-white/10 px-3 py-1.5 text-xs text-gray-300 hover:text-white disabled:opacity-50"
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onClick={downloadCsv}
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disabled={downloading}
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>
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{downloading ? 'Preparing…' : 'Download CSV'}
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</button>
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</div>
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</div>
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<div className="grid gap-3 sm:grid-cols-2 lg:grid-cols-4">
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<Summary label="Candidate score coverage" value={`${summary.candidate_fundamental_score_available}/${summary.universe_count}`} />
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<Summary label="Scores compared" value={summary.fundamental_scores_compared} />
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<Summary label="Material score moves" value={summary.fundamental_score_material_changes} />
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<Summary label="Fundamental rank moves" value={summary.fundamental_rank_changes} />
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</div>
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<div className="overflow-x-auto">
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<table className="w-full text-left text-xs">
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<thead className="text-[10px] uppercase tracking-wider text-gray-500">
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<tr>
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<th className="pb-2 pr-4 font-medium">Field</th>
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<th className="pb-2 px-3 font-medium">Legacy</th>
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<th className="pb-2 px-3 font-medium">Candidate</th>
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<th className="pb-2 px-3 font-medium">Compared</th>
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<th className="pb-2 px-3 font-medium">Material</th>
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<th className="pb-2 pl-3 font-medium">Median |Δ|</th>
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</tr>
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</thead>
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<tbody className="divide-y divide-white/[0.06] text-gray-300">
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{Object.entries(summary.field_stats).map(([key, stats]) => (
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<tr key={key}>
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<td className="py-2.5 pr-4">{FIELD_LABELS[key] ?? key}</td>
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<td className="py-2.5 px-3 num">{stats.legacy_available}</td>
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<td className="py-2.5 px-3 num">{stats.candidate_available}</td>
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<td className="py-2.5 px-3 num">{stats.both_available}</td>
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<td className="py-2.5 px-3 num">{stats.material_differences}</td>
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<td className="py-2.5 pl-3 num">
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{stats.median_absolute_delta == null ? 'n/a' : stats.median_absolute_delta.toFixed(2)}
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</td>
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</tr>
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))}
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</tbody>
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</table>
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</div>
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<p className="text-[11px] leading-relaxed text-gray-500">
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Materiality bands highlight review candidates only. They do not approve a cutover or write fundamentals,
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scores, rankings, or qualification state.
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</p>
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</div>
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);
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}
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function Summary({ label, value }: { label: string; value: string | number }) {
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return (
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<div className="rounded-lg border border-white/[0.07] bg-white/[0.025] px-3 py-2.5">
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<div className="text-[10px] uppercase tracking-wider text-gray-500">{label}</div>
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<div className="mt-1 num text-lg text-gray-200">{value}</div>
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</div>
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);
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}
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@@ -8,6 +8,7 @@ const DEFAULTS: ScheduleConfig = {
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schedule_daily_pipeline_cron: '0 2 * * *',
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schedule_dolt_earnings_cron: '30 2 * * *',
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schedule_sec_fundamentals_cron: '0 4 * * *',
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schedule_fundamentals_parity_cron: '30 5 * * *',
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schedule_near_close_pipeline_cron: '30 15 * * mon-fri',
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schedule_after_close_pipeline_cron: '45 16 * * mon-fri',
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schedule_intraday_pipeline_cron: '0 10-15 * * mon-fri',
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@@ -38,6 +39,12 @@ const FIELDS: { key: keyof ScheduleConfig; label: string; hint: string; mono?: b
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hint: 'Import tracked-universe SEC facts daily at 04:00 ET. Unchanged revisions become no-op runs.',
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mono: true,
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},
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{
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key: 'schedule_fundamentals_parity_cron',
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label: 'Fundamentals parity report',
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hint: 'Read-only legacy vs SEC/Dolt comparison daily at 05:30 ET, after the shadow imports.',
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mono: true,
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},
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{
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key: 'schedule_near_close_pipeline_cron',
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label: 'Near-close pipeline (scan + alert)',
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