feat: add Citations and WatchlistChat components, integrate with API
- Implemented Citations component to display citation data. - Created WatchlistDrawer and ChatSidebar components for managing watchlists and AI chat functionality. - Integrated API calls for watchlist management and chat interactions. - Updated index.tsx to include new components in the main application layout. - Added API client in lib/api.ts for structured API interactions. - Developed Alerts, Dashboard, Portfolio, Routines, Screener, and Report pages with relevant data fetching and UI components. - Introduced styles in tokens.css for consistent theming across the application. - Configured TypeScript and Vite for project setup and development.
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@@ -0,0 +1,91 @@
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package reports
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import (
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"bytes"
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"fmt"
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"strings"
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"time"
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"github.com/jung-kurt/gofpdf"
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)
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// todayStr stamps report generation time (UTC, date precision is enough).
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func todayStr() string { return time.Now().UTC().Format("2006-01-02 15:04") }
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// ToMarkdown renders the report as Markdown.
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func (r Report) ToMarkdown() string {
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var b strings.Builder
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fmt.Fprintf(&b, "# %s — FlowSight Report (%s)\n\n", r.Ticker, r.GeneratedAt)
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for _, s := range r.Sections {
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fmt.Fprintf(&b, "## %s\n\n%s\n\n", s.Name, s.Body)
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if len(s.Citations) > 0 {
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b.WriteString("Citations:\n")
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for _, c := range s.Citations {
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fmt.Fprintf(&b, "- %s %s @ %s\n", c.Endpoint, c.Ticker, c.SnapshotAt)
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}
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b.WriteString("\n")
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}
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}
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return b.String()
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}
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// ToHTML renders the report as a standalone page.
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func (r Report) ToHTML() string {
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var b strings.Builder
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b.WriteString(`<!doctype html><html><head><meta charset="utf-8"><title>`)
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b.WriteString(r.Ticker + " — FlowSight Report</title></head><body>")
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fmt.Fprintf(&b, "<h1>%s — FlowSight Report (%s)</h1>", r.Ticker, r.GeneratedAt)
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for _, s := range r.Sections {
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fmt.Fprintf(&b, "<h2>%s</h2><p>%s</p>", s.Name, s.Body)
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if len(s.Citations) > 0 {
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b.WriteString("<ul>")
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for _, c := range s.Citations {
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fmt.Fprintf(&b, "<li>%s %s @ %s</li>", c.Endpoint, c.Ticker, c.SnapshotAt)
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}
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b.WriteString("</ul>")
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}
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}
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b.WriteString("</body></html>")
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return b.String()
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}
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// ToPDF renders the report server-side (pure Go, no system deps).
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func (r Report) ToPDF() ([]byte, error) {
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pdf := gofpdf.New("P", "mm", "A4", "")
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pdf.AddPage()
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pdf.SetFont("Helvetica", "B", 16)
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pdf.Cell(0, 10, r.Ticker+" — FlowSight Report")
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pdf.Ln(12)
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pdf.SetFont("Helvetica", "", 10)
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pdf.Cell(0, 6, "Generated "+r.GeneratedAt)
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pdf.Ln(8)
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for _, s := range r.Sections {
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pdf.SetFont("Helvetica", "B", 12)
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pdf.Cell(0, 8, s.Name)
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pdf.Ln(8)
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pdf.SetFont("Helvetica", "", 10)
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pdf.MultiCell(0, 5, latin1(s.Body), "", "", false)
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if len(s.Citations) > 0 {
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pdf.SetFont("Helvetica", "I", 8)
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for _, c := range s.Citations {
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pdf.MultiCell(0, 4, latin1(c.Endpoint+" "+c.Ticker+" @ "+c.SnapshotAt), "", "", false)
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}
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}
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pdf.Ln(4)
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}
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var buf bytes.Buffer
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if err := pdf.Output(&buf); err != nil {
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return nil, err
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}
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return buf.Bytes(), nil
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}
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// latin1 drops non-latin runes gofpdf core fonts cannot render.
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func latin1(s string) string {
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return strings.Map(func(r rune) rune {
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if r > 255 {
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return '?'
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}
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return r
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}, s)
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}
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@@ -0,0 +1,115 @@
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// Package reports builds the 7-section One-Click Report (overview, valuation,
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// institutional, earnings, risk, calendar, recommendation) with citations[]
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// per section, and exports PDF/HTML/MD/JSON. Every section populates from
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// live/seed data; nothing renders empty without saying which snapshot is
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// missing.
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package reports
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import (
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"context"
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"encoding/json"
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"fmt"
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"strings"
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"time"
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"flowsight/internal/agents"
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"flowsight/internal/model"
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"flowsight/internal/store"
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)
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// Section is one report section with its own citations.
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type Section struct {
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Name string `json:"name"`
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Body string `json:"body"`
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Citations []model.Citation `json:"citations"`
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}
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// Report is the full 7-section payload.
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type Report struct {
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Ticker string `json:"ticker"`
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GeneratedAt string `json:"generated_at"`
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Sections []Section `json:"sections"`
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Synthesis agents.Synthesis `json:"synthesis"`
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AgentScores []model.AgentResult `json:"agent_scores"`
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AllCitations []model.Citation `json:"citations"`
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}
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// Builder assembles reports from agent runs over stored snapshots.
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type Builder struct {
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DB *store.DB
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Deps agents.Deps
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Risk RiskFn
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}
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// RiskFn computes the portfolio-risk lines reused in the risk section.
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type RiskFn func(ticker string) (concentration, beta string)
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// Build runs A1..A6 + A7 and assembles all 7 sections, returning the
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// persisted report id for citation-scoped chat interrogation.
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func (b *Builder) Build(ctx context.Context, ticker, profile string) (Report, int64, error) {
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ticker = strings.ToUpper(ticker)
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results := agents.RunAll(ctx, b.Deps, ticker)
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synth := agents.Synthesize(ctx, b.Deps, ticker, agents.RiskProfile(profile), results)
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byAgent := map[string]model.AgentResult{}
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for _, r := range results {
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byAgent[r.Agent] = r
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}
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sec := func(name, body string, cites []model.Citation) Section {
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if strings.TrimSpace(body) == "" {
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body = "no snapshots for this section yet"
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}
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return Section{Name: name, Body: body, Citations: cites}
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}
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sections := []Section{
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sec("overview", overviewLine(ticker, byAgent), citesOf(byAgent, "sentiment", "technical")),
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sec("valuation", byAgent["fundamental"].Summary, citesOf(byAgent, "fundamental")),
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sec("institutional", institutionalLine(byAgent), citesOf(byAgent, "smart-money", "broker-intel")),
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sec("earnings", byAgent["fundamental"].Summary+" | "+byAgent["catalyst"].Summary, citesOf(byAgent, "fundamental", "catalyst")),
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sec("risk", riskLine(ticker, b.Risk), citesOf(byAgent, "technical")),
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sec("calendar", byAgent["catalyst"].Summary, citesOf(byAgent, "catalyst")),
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sec("recommendation", synth.Thesis, synth.Citations),
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}
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all := []model.Citation{}
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for _, s := range sections {
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all = append(all, s.Citations...)
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}
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all = model.MarkStale(all, model.StaleSession(time.Now()))
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raw, _ := json.Marshal(map[string]any{"ticker": ticker, "sections": sections, "synthesis": synth})
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citesRaw, _ := json.Marshal(all)
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id, err := b.DB.SaveReport(ticker, string(raw), string(citesRaw))
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if err != nil {
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return Report{}, 0, err
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}
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return Report{
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Ticker: ticker, GeneratedAt: todayStr(),
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Sections: sections, Synthesis: synth,
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AgentScores: results, AllCitations: all,
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}, id, nil
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}
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func citesOf(byAgent map[string]model.AgentResult, names ...string) []model.Citation {
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var out []model.Citation
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for _, n := range names {
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out = append(out, byAgent[n].Citations...)
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}
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return out
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}
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func overviewLine(ticker string, byAgent map[string]model.AgentResult) string {
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return fmt.Sprintf("%s — sentiment %s; technical %s.",
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ticker, byAgent["sentiment"].Summary, byAgent["technical"].Summary)
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}
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func institutionalLine(byAgent map[string]model.AgentResult) string {
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return fmt.Sprintf("smart-money %s; broker-intel %s.",
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byAgent["smart-money"].Summary, byAgent["broker-intel"].Summary)
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}
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func riskLine(ticker string, fn RiskFn) string {
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if fn == nil {
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return ticker + ": concentration/beta from /portfolio/risk (run screener first)."
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}
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c, b := fn(ticker)
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return fmt.Sprintf("%s: %s; %s.", ticker, c, b)
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}
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