Investor Flow Build
ac94acf9e3
CI / Test & Type-Check (push) Canceled after 0s
Snapshot of in-progress module work across multiple slices: - Dealer Flow: dealerExposureEngine, dealerMapService, dealerMapExplain, dealerMapIntegrity, dealerMapReplay, dealerStudyEngine, hanStyleLevels - Mirror Portfolio (M21): fundRepository, captureIngest, mirrorAlertProducers, fund holdings strip, live book, position capture ingest - Options: BSM, NormalizedOptionSurface types, OptionsChainRouter, ConvexityGate, option legs panel - Alert producers: vixLevel, rotation, thesis, unlock, portfolioRisk, mirror (fund_capture, fund_13f, mirror_diff) - FINRA short interest adapter + queue integration - SEC company tickers adapter + ingest (symbol search index seed) - Vendor gate (rate-limit-first data plane, ADR-0009) - CUSIP registry, reverse 13F refresh, stock float service - LRU cache, portfolio backtest engine - Frontend: dealer-flow, funds, journal, lab, monitor, plan, portfolio, reports, screener, strategies, theses, guided-start, exits, more pages - Volume profile, workspace profile, visibility-aware poll - ADRs 0010 (mirror math not advice), 0011 (symbol search index) - VENDOR_INTEGRATIONS.md, END_USER_TEST.md - .gitignore: exclude DBs, .DS_Store, local config, agent scratch
76 lines
3.0 KiB
TypeScript
76 lines
3.0 KiB
TypeScript
"use client";
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// Two-tier "who holds this" strip (M22 Symbol Search Index, ADR-0011).
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//
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// Tier 1 — tracked funds (M21 `fund_position_records`): each fund that holds the
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// symbol, with its weight in the fund's disclosed book and the record source/as-of.
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// Tier 2 — the count of distinct 13F filers that reported the symbol (M4 cache).
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//
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// Facts only (ADR-0010 / ADR-0007): never "you should follow this fund".
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import { useEffect, useState } from "react";
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import { api, type FundHoldersResult } from "@/lib/trpc";
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import { Badge } from "@/components/ui";
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export function FundHoldingsStrip({ symbol }: { symbol: string | null }) {
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const [data, setData] = useState<FundHoldersResult | null>(null);
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const [showInstitutions, setShowInstitutions] = useState(false);
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const [error, setError] = useState(false);
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useEffect(() => {
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let cancelled = false;
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setData(null);
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setShowInstitutions(false);
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setError(false);
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if (!symbol) return;
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api.symbols
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.holders({ symbol })
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.then((d) => { if (!cancelled) setData(d); })
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.catch(() => { if (!cancelled) setError(true); });
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return () => { cancelled = true; };
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}, [symbol]);
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if (error) return null; // silent — strip is auxiliary
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if (!data) return null;
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if (data.tracked.length === 0 && data.institutionCount === 0) return null;
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return (
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<section className="rounded-xl border border-line-strong bg-surface-raised p-4">
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<h3 className="text-sm font-semibold text-fg mb-2">Who holds {symbol}</h3>
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{data.tracked.length > 0 && (
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<ul className="space-y-1.5">
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{data.tracked.map((t) => (
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<li key={t.fundId} className="flex items-center gap-2 text-sm">
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<span className="font-medium text-fg">{t.fundName}</span>
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{t.weightPct != null && (
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<span className="text-xs text-fg-muted tnum">{t.weightPct.toFixed(1)}% of book</span>
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)}
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<Badge tone={t.source === "13f" ? "neutral" : "warn"}>
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{t.source === "13f" ? "SEC 13F" : t.source}
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</Badge>
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<span className="text-[10px] text-fg-faint">as of {t.asOf}</span>
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</li>
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))}
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</ul>
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)}
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{data.institutionCount > 0 && (
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<div className="mt-2 border-t border-line pt-2">
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<button
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onClick={() => setShowInstitutions((v) => !v)}
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className="text-xs text-fg-muted hover:text-fg transition-colors flex items-center gap-1"
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>
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<span>{data.institutionCount} other institution{data.institutionCount === 1 ? "" : "s"} report holding this (13F)</span>
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<span className="text-fg-faint">{showInstitutions ? "▾" : "▸"}</span>
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</button>
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{showInstitutions && (
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<p className="mt-1 text-[10px] text-fg-faint">
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From the shared 13F filings cache (M4 institutional module). This is every
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distinct filer that reported the symbol, passive and active alike.
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</p>
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)}
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</div>
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)}
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</section>
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);
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}
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