MosaicIQ/packages/contracts/src/rpc.ts

import { z } from "zod";

export const ScreenSchema = z.enum(["home", "workspace", "model", "memo", "agents"]);
export type Screen = z.infer<typeof ScreenSchema>;

export const HoldingSchema = z.object({
  ticker: z.string(),
  name: z.string(),
  price: z.number(),
  changePct: z.number(),
  weight: z.number()
});
export type Holding = z.infer<typeof HoldingSchema>;

export const AgentSchema = z.object({
  id: z.string(),
  name: z.string(),
  status: z.enum(["idle", "queued", "running", "completed", "paused", "failed"]),
  progress: z.number().min(0).max(100),
  action: z.string(),
  pipeline: z.enum(["research", "competitive", "cross-cutting"]).optional(),
  confidence: z.enum(["high", "medium", "low"]).optional()
});
export type Agent = z.infer<typeof AgentSchema>;

export const CompanySchema = z.object({
  id: z.string(),
  ticker: z.string(),
  name: z.string(),
  sector: z.string(),
  subIndustry: z.string().optional(),
  price: z.number(),
  changePct: z.number(),
  thesis: z.string(),
  founded: z.string().optional(),
  headquarters: z.string().optional(),
  employees: z.number().optional()
});
export type Company = z.infer<typeof CompanySchema>;

export const ModelRowSchema = z.object({
  label: z.string(),
  kind: z.enum(["actual", "forecast", "total"]),
  values: z.array(z.string())
});
export type ModelRow = z.infer<typeof ModelRowSchema>;

export const MemoSectionSchema = z.object({
  id: z.string(),
  title: z.string(),
  content: z.string(),
  updatedAt: z.string().optional(),
  primaryAgent: z.string().optional()
});
export type MemoSection = z.infer<typeof MemoSectionSchema>;

export const MemoCitationSchema = z.object({
  id: z.string(),
  label: z.string(),
  sectionId: z.string(),
  type: z.enum(["sec_filing", "earnings_transcript", "analyst_report", "model", "internal_note"]),
  title: z.string(),
  reference: z.string(),
  verificationStatus: z.enum(["verified", "unverified", "flagged"]),
  sourceUrl: z.string().optional()
});
export type MemoCitation = z.infer<typeof MemoCitationSchema>;

export const MemoAnnotationSchema = z.object({
  id: z.string(),
  sectionId: z.string(),
  kind: z.enum(["highlight", "comment", "strike"]),
  selectedText: z.string(),
  comment: z.string().optional(),
  createdBy: z.string(),
  createdAt: z.string(),
  status: z.enum(["open", "resolved"])
});
export type MemoAnnotation = z.infer<typeof MemoAnnotationSchema>;

export const MemoSectionReviewSchema = z.object({
  sectionId: z.string(),
  status: z.enum(["pending", "in_review", "approved", "changes_requested"]),
  updatedAt: z.string().optional()
});
export type MemoSectionReview = z.infer<typeof MemoSectionReviewSchema>;

export const MemoSchema = z.object({
  status: z.enum(["draft", "review", "final"]),
  sections: z.array(MemoSectionSchema),
  citations: z.array(MemoCitationSchema),
  annotations: z.array(MemoAnnotationSchema),
  sectionReviews: z.array(MemoSectionReviewSchema)
});
export type Memo = z.infer<typeof MemoSchema>;

export const CatalystSchema = z.object({
  id: z.string(),
  date: z.string(),
  event: z.string(),
  impact: z.enum(["high", "medium", "low"]),
  thesisRelevance: z.enum(["supports", "challenges", "neutral"]),
  source: z.string().optional()
});
export type Catalyst = z.infer<typeof CatalystSchema>;

export const AlertSchema = z.object({
  id: z.string(),
  companyId: z.string().optional(),
  timestamp: z.string(),
  type: z.enum(["filing", "price_move", "earnings_surprise", "peer_event"]),
  description: z.string(),
  thesisImpact: z.enum(["positive", "negative", "neutral"]),
  status: z.enum(["new", "reviewed"]),
  targetSection: z.string().optional()
});
export type Alert = z.infer<typeof AlertSchema>;

export const RiskSchema = z.object({
  id: z.string(),
  companyId: z.string(),
  risk: z.string(),
  category: z.enum(["business", "financial", "competitive", "regulatory", "esg"]),
  severity: z.enum(["high", "medium", "low"]),
  likelihood: z.enum(["high", "medium", "low"]),
  mitigation: z.string(),
  status: z.enum(["open", "mitigated", "accepted"])
});
export type Risk = z.infer<typeof RiskSchema>;

export const EarningsScheduleSchema = z.object({
  id: z.string(),
  companyId: z.string(),
  quarter: z.string(),
  expectedDate: z.string(),
  timing: z.enum(["bmo", "amc"]).optional(),
  actualRevenue: z.string().optional(),
  expectedRevenue: z.string().optional(),
  actualEps: z.string().optional(),
  expectedEps: z.string().optional()
});
export type EarningsSchedule = z.infer<typeof EarningsScheduleSchema>;

export const FilingSchema = z.object({
  id: z.string(),
  companyId: z.string(),
  formType: z.string(),
  filedDate: z.string(),
  title: z.string(),
  keyChanges: z.string().optional(),
  reviewed: z.boolean().optional()
});
export type Filing = z.infer<typeof FilingSchema>;

export const ExportRecordSchema = z.object({
  id: z.string(),
  type: z.enum(["pdf", "excel", "ppt"]),
  title: z.string(),
  companyId: z.string().optional(),
  format: z.string(),
  fileSize: z.string().optional(),
  status: z.enum(["processing", "complete", "failed"]),
  createdAt: z.string(),
  downloadUrl: z.string().optional()
});
export type ExportRecord = z.infer<typeof ExportRecordSchema>;

export const WorkspaceSectionSchema = z.object({
  id: z.string(),
  title: z.string(),
  content: z.string(),
  validationState: z.enum(["verified", "flagged", "unverified", "failed"]),
  sourceAgent: z.string().optional()
});
export type WorkspaceSection = z.infer<typeof WorkspaceSectionSchema>;

export const SnapshotSchema = z.object({
  id: z.string(),
  timestamp: z.string(),
  label: z.string().optional(),
  type: z.enum(["auto", "manual"]),
  changeCount: z.number()
});
export type Snapshot = z.infer<typeof SnapshotSchema>;

export type ClientSettings = z.infer<typeof import("./rpcSchemas.js").ClientSettingsSchema>;

export type ServerSettings = z.infer<typeof import("./rpcSchemas.js").ServerSettingsSchema>;

export type RpcRequestMap = {
  "portfolio.get": undefined;
  "portfolio.addHolding": { ticker: string };
  "portfolio.removeHolding": { ticker: string };
  "company.get": { companyId: string };
  "company.search": { query: string };
  "company.setActive": { companyId: string };
  "workspace.getSection": { companyId: string; section: string };
  "workspace.listSources": { companyId: string };
  "workspace.updateSection": { companyId: string; section: string; content: string };
  "catalyst.list": { companyId: string };
  "alert.list": { companyId?: string; since?: string };
  "risk.list": { companyId: string };
  "risk.add": { companyId: string; risk: Omit<Risk, "id" | "companyId"> };
  "earnings.getSchedule": { companyId: string };
  "filing.list": { companyId: string; since?: string };
  "model.get": { companyId: string; tab: string };
  "model.list": undefined;
  "model.set": { provider: string; modelId: string; thinkingLevel?: "off" | "minimal" | "low" | "medium" | "high" };
  "model.updateCell": { companyId: string; tab: string; row: number; col: number; value: string };
  "model.createRow": { companyId: string; tab: string; label: string; kind: "actual" | "forecast" | "total"; values?: string[] };
  "model.deleteRow": { companyId: string; tab: string; row: number };
  "model.runScenario": { companyId: string; scenario: string; overrides: Record<string, string> };
  "memo.get": { companyId: string };
  "memo.addSection": {
    companyId: string;
    title: string;
    afterSectionId?: string;
  };
  "memo.deleteSection": {
    companyId: string;
    sectionId: string;
  };
  "memo.updateSection": {
    companyId: string;
    sectionId: string;
    title?: string;
    content: string;
  };
  "memo.addAnnotation": {
    companyId: string;
    sectionId: string;
    kind: "highlight" | "comment" | "strike";
    selectedText: string;
    comment?: string;
  };
  "memo.resolveAnnotation": {
    companyId: string;
    annotationId: string;
  };
  "memo.updateSectionReview": {
    companyId: string;
    sectionId: string;
    status: "pending" | "in_review" | "approved" | "changes_requested";
  };
  "memo.acceptEdit": { companyId: string; editId: string };
  "memo.rejectEdit": { companyId: string; editId: string; reason?: string };
  "agent.list": { companyId?: string };
  "agent.start": { agentId: string; companyId: string };
  "agent.pause": { agentId: string };
  "agent.restart": { agentId: string };
  "agent.chat": { agentId: string; message: string };
  "agent.configure": { agentId: string; config: Record<string, unknown> };
  "agent.getTrace": { agentId: string; runId: string };
  "agent.runPipeline": { companyId: string; pipeline: string };
  "validation.run": { companyId: string; agentType?: "sv" | "qa" | "rt" | "all" };
  "validation.getStatus": { companyId: string; sectionId?: string };
  "export.list": { companyId?: string };
  "export.create": { type: "pdf" | "excel" | "ppt"; companyId: string; options?: Record<string, unknown> };
  "export.download": { exportId: string };
  "settings.get": { scope: "client" | "server" };
  "settings.update": import("./rpcSchemas.js").SettingsUpdatePayload;
};

export type RpcResponseMap = {
  "portfolio.get": { id: string; name: string; holdings: Holding[]; activeCompanyId: string };
  "portfolio.addHolding": { holding: Holding };
  "portfolio.removeHolding": { ok: boolean };
  "company.get": { company: Company };
  "company.search": { results: Array<{ ticker: string; name: string; sector: string }> };
  "company.setActive": { ok: boolean };
  "workspace.getSection": { content: WorkspaceSection; validationState: string };
  "workspace.listSources": { sources: Array<{ type: string; title: string; metadata: string }> };
  "workspace.updateSection": { content: WorkspaceSection; savedAt: string };
  "catalyst.list": { catalysts: Catalyst[] };
  "alert.list": { alerts: Alert[] };
  "risk.list": { risks: Risk[] };
  "risk.add": { risk: Risk };
  "earnings.getSchedule": { schedule: EarningsSchedule[] };
  "filing.list": { filings: Filing[] };
  "model.get": { headers: string[]; rows: ModelRow[] };
  "model.list": { models: Array<{ provider: string; modelId: string; name: string; available: boolean }> };
  "model.set": { ok: boolean; provider: string; modelId: string };
  "model.updateCell": { ok: boolean; affectedCells: string[] };
  "model.createRow": { row: ModelRow; position: number };
  "model.deleteRow": { ok: boolean };
  "model.runScenario": { headers: string[]; rows: ModelRow[] };
  "memo.get": {
    status: "draft" | "review" | "final";
    sections: MemoSection[];
    citations: MemoCitation[];
    annotations: MemoAnnotation[];
    sectionReviews: MemoSectionReview[];
  };
  "memo.addSection": {
    section: MemoSection;
  };
  "memo.deleteSection": {
    ok: boolean;
  };
  "memo.updateSection": {
    section: MemoSection;
    status: "draft" | "review" | "final";
    savedAt: string;
  };
  "memo.addAnnotation": { annotation: MemoAnnotation };
  "memo.resolveAnnotation": { annotation: MemoAnnotation };
  "memo.updateSectionReview": { review: MemoSectionReview };
  "memo.acceptEdit": { ok: boolean };
  "memo.rejectEdit": { ok: boolean };
  "agent.list": { agents: Agent[] };
  "agent.start": { runId: string };
  "agent.pause": { ok: boolean };
  "agent.restart": { runId: string };
  "agent.chat": { response: string };
  "agent.configure": { ok: boolean };
  "agent.getTrace": { steps: Array<{ step: number; label: string; detail: string }> };
  "agent.runPipeline": { runIds: string[] };
  "validation.run": {
    sourceVerification?: { passed: boolean; confidence: string; issues: Array<{ severity: string; message: string; suggestion?: string }>; notes: string; timestamp: string };
    modelQA?: { passed: boolean; confidence: string; issues: Array<{ severity: string; message: string; suggestion?: string }>; notes: string; timestamp: string };
    redTeam?: { passed: boolean; confidence: string; issues: Array<{ severity: string; message: string; suggestion?: string }>; notes: string; timestamp: string };
  };
  "validation.getStatus": { validationState: "verified" | "flagged" | "unverified" | "failed"; lastValidated?: string };
  "export.list": { exports: ExportRecord[] };
  "export.create": { exportId: string };
  "export.download": { data: ArrayBuffer };
  "settings.get": { settings: ClientSettings | ServerSettings };
  "settings.update": { ok: boolean };
};

export type RpcMethod = keyof RpcRequestMap;

export type RpcError = {
  code: "NOT_FOUND" | "VALIDATION_ERROR" | "INTERNAL_ERROR" | "AGENT_FAILED" | "CONFLICT" | "RATE_LIMITED";
  message: string;
  detail?: unknown;
};

export type RpcResult<T extends RpcMethod> =
  | { ok: true; data: RpcResponseMap[T] }
  | { ok: false; error: RpcError };

export type RpcClient = {
  call<T extends RpcMethod>(method: T, payload: RpcRequestMap[T]): Promise<RpcResult<T>>;
};

// ============== SSE Events ==============

export type ServerEventType =
  | "agent.progress"
  | "agent.completed"
  | "agent.failed"
  | "agent.started"
  | "agent.streaming"
  | "validation.updated"
  | "memo.updated"
  | "model.updated";

export type AgentProgressEvent = {
  type: "agent.progress";
  data: {
    runId: string;
    agentId: string;
    companyId: string;
    progress: number;
    action: string;
    timestamp: string;
  };
};

export type AgentCompletedEvent = {
  type: "agent.completed";
  data: {
    runId: string;
    agentId: string;
    companyId: string;
    output: unknown;
    duration: number;
    timestamp: string;
  };
};

export type AgentFailedEvent = {
  type: "agent.failed";
  data: {
    runId: string;
    agentId: string;
    companyId: string;
    error: string;
    timestamp: string;
  };
};

export type AgentStartedEvent = {
  type: "agent.started";
  data: {
    runId: string;
    agentId: string;
    companyId: string;
    pipeline?: string;
    timestamp: string;
  };
};

export type AgentStreamingEvent = {
  type: "agent.streaming";
  data: {
    runId: string;
    agentId: string;
    companyId: string;
    chunk: string;
    timestamp: string;
  };
};

export type ValidationUpdatedEvent = {
  type: "validation.updated";
  data: {
    companyId: string;
    sectionId?: string;
    validationState: "verified" | "flagged" | "unverified" | "failed";
    agentId: string;
    notes?: string;
    timestamp: string;
  };
};

export type MemoUpdatedEvent = {
  type: "memo.updated";
  data: {
    companyId: string;
    sectionId: string;
    content: string;
    updatedAt: string;
  };
};

export type ModelUpdatedEvent = {
  type: "model.updated";
  data: {
    companyId: string;
    tab: string;
    cell?: { row: number; col: number };
    timestamp: string;
  };
};

export type ServerEvent =
  | AgentProgressEvent
  | AgentCompletedEvent
  | AgentFailedEvent
  | AgentStartedEvent
  | AgentStreamingEvent
  | ValidationUpdatedEvent
  | MemoUpdatedEvent
  | ModelUpdatedEvent;