Add company overview skeleton and cache

lib/server/api/app.ts

@@ -70,12 +70,6 @@ import {
   updateWatchlistReviewByTicker,
   upsertWatchlistItemRecord
 } from '@/lib/server/repos/watchlist';
-import { getPriceHistory, getQuote } from '@/lib/server/prices';
-import { synthesizeCompanyOverview } from '@/lib/server/company-overview-synthesis';
-import { getRecentDevelopments } from '@/lib/server/recent-developments';
-import { deriveValuationSnapshot, getSecCompanyProfile, toCompanyProfile } from '@/lib/server/sec-company-profile';
-import { getCompanyDescription } from '@/lib/server/sec-description';
-import { getYahooCompanyDescription } from '@/lib/server/yahoo-company-profile';
 import { answerSearchQuery, searchKnowledgeBase } from '@/lib/server/search';
 import {
   enqueueTask,
@@ -86,6 +80,7 @@ import {
   listRecentTasks,
   updateTaskNotification
 } from '@/lib/server/tasks';
+import { getCompanyAnalysisPayload } from '@/lib/server/company-analysis';
 
 const ALLOWED_STATUSES: TaskStatus[] = ['queued', 'running', 'completed', 'failed'];
 const FINANCIAL_FORMS: ReadonlySet<Filing['filing_type']> = new Set(['10-K', '10-Q']);
@@ -1390,145 +1385,20 @@ export const app = new Elysia({ prefix: '/api' })
     if (!ticker) {
       return jsonError('ticker is required');
     }
-
-    const [filings, holding, watchlistItem, liveQuote, priceHistory, benchmarkHistory, journalPreview, memo, secProfile] = await Promise.all([
-      listFilingsRecords({ ticker, limit: 40 }),
-      getHoldingByTicker(session.user.id, ticker),
-      getWatchlistItemByTicker(session.user.id, ticker),
-      getQuote(ticker),
-      getPriceHistory(ticker),
-      getPriceHistory('^GSPC'),
-      listResearchJournalEntries(session.user.id, ticker, 6),
-      getResearchMemoByTicker(session.user.id, ticker),
-      getSecCompanyProfile(ticker)
-    ]);
-    const redactedFilings = filings
-      .map(redactInternalFilingAnalysisFields)
-      .map(withFinancialMetricsPolicy);
-
-    const latestFiling = redactedFilings[0] ?? null;
-    const companyName = latestFiling?.company_name
-      ?? secProfile?.companyName
-      ?? holding?.company_name
-      ?? watchlistItem?.company_name
-      ?? ticker;
-
-    const financials = redactedFilings
-      .filter((entry) => entry.metrics && FINANCIAL_FORMS.has(entry.filing_type))
-      .map((entry) => ({
-        filingDate: entry.filing_date,
-        filingType: entry.filing_type,
-        revenue: entry.metrics?.revenue ?? null,
-        netIncome: entry.metrics?.netIncome ?? null,
-        totalAssets: entry.metrics?.totalAssets ?? null,
-        cash: entry.metrics?.cash ?? null,
-        debt: entry.metrics?.debt ?? null
-      }));
-
-    const aiReports = redactedFilings
-      .filter((entry) => entry.analysis?.text || entry.analysis?.legacyInsights)
-      .slice(0, 8)
-      .map((entry) => ({
-        accessionNumber: entry.accession_number,
-        filingDate: entry.filing_date,
-        filingType: entry.filing_type,
-        provider: entry.analysis?.provider ?? 'unknown',
-        model: entry.analysis?.model ?? 'unknown',
-        summary: entry.analysis?.text ?? entry.analysis?.legacyInsights ?? ''
-      }));
-    const latestMetricsFiling = redactedFilings.find((entry) => entry.metrics) ?? null;
-    const referenceMetrics = latestMetricsFiling?.metrics ?? null;
-    const keyMetrics = {
-      referenceDate: latestMetricsFiling?.filing_date ?? latestFiling?.filing_date ?? null,
-      revenue: referenceMetrics?.revenue ?? null,
-      netIncome: referenceMetrics?.netIncome ?? null,
-      totalAssets: referenceMetrics?.totalAssets ?? null,
-      cash: referenceMetrics?.cash ?? null,
-      debt: referenceMetrics?.debt ?? null,
-      netMargin: referenceMetrics?.revenue && referenceMetrics.netIncome !== null
-        ? (referenceMetrics.netIncome / referenceMetrics.revenue) * 100
-        : null
-    };
-    const annualFiling = redactedFilings.find((entry) => entry.filing_type === '10-K') ?? null;
-    const [secDescription, yahooDescription, synthesizedDevelopments] = await Promise.all([
-      getCompanyDescription(annualFiling),
-      getYahooCompanyDescription(ticker),
-      getRecentDevelopments(ticker, { filings: redactedFilings })
-    ]);
-    const description = yahooDescription ?? secDescription;
-    const latestFilingSummary = latestFiling
-      ? {
-        accessionNumber: latestFiling.accession_number,
-        filingDate: latestFiling.filing_date,
-        filingType: latestFiling.filing_type,
-        filingUrl: latestFiling.filing_url,
-        submissionUrl: latestFiling.submission_url ?? null,
-        summary: latestFiling.analysis?.text ?? latestFiling.analysis?.legacyInsights ?? null,
-        hasAnalysis: Boolean(latestFiling.analysis?.text || latestFiling.analysis?.legacyInsights)
-      }
-      : null;
-    const companyProfile = toCompanyProfile(secProfile, description);
-    const valuationSnapshot = deriveValuationSnapshot({
-      quote: liveQuote,
-      sharesOutstanding: secProfile?.sharesOutstanding ?? null,
-      revenue: keyMetrics.revenue,
-      cash: keyMetrics.cash,
-      debt: keyMetrics.debt,
-      netIncome: keyMetrics.netIncome
-    });
-    const synthesis = await synthesizeCompanyOverview({
+    const refresh = asBoolean(query.refresh, false);
+    const analysis = await getCompanyAnalysisPayload({
+      userId: session.user.id,
       ticker,
-      companyName,
-      description,
-      memo,
-      latestFilingSummary,
-      recentAiReports: aiReports.slice(0, 5),
-      recentDevelopments: synthesizedDevelopments.items
+      refresh
     });
-    const recentDevelopments = {
-      ...synthesizedDevelopments,
-      weeklySnapshot: synthesis.weeklySnapshot,
-      status: synthesizedDevelopments.items.length > 0
-        ? synthesis.weeklySnapshot ? 'ready' : 'partial'
-        : synthesis.weeklySnapshot ? 'partial' : 'unavailable'
-    } as const;
 
     return Response.json({
-      analysis: {
-        company: {
-          ticker,
-          companyName,
-          sector: watchlistItem?.sector ?? null,
-          category: watchlistItem?.category ?? null,
-          tags: watchlistItem?.tags ?? [],
-          cik: latestFiling?.cik ?? null
-        },
-        quote: liveQuote,
-        position: holding,
-        priceHistory,
-        benchmarkHistory,
-        financials,
-        filings: redactedFilings.slice(0, 20),
-        aiReports,
-        coverage: watchlistItem
-          ? {
-            ...watchlistItem,
-            latest_filing_date: latestFiling?.filing_date ?? watchlistItem.latest_filing_date ?? null
-          }
-          : null,
-        journalPreview,
-        recentAiReports: aiReports.slice(0, 5),
-        latestFilingSummary,
-        keyMetrics,
-        companyProfile,
-        valuationSnapshot,
-        bullBear: synthesis.bullBear,
-        recentDevelopments
-      }
+      analysis
     });
   }, {
     query: t.Object({
-      ticker: t.String({ minLength: 1 })
+      ticker: t.String({ minLength: 1 }),
+      refresh: t.Optional(t.String())
     })
   })
   .get('/financials/company', async ({ query }) => {