Add company overview skeleton and cache

lib/server/repos/company-overview-cache.test.ts

@@ -0,0 +1,202 @@
+import {
+  afterAll,
+  beforeAll,
+  beforeEach,
+  describe,
+  expect,
+  it
+} from 'bun:test';
+import { mkdtempSync, readFileSync, rmSync } from 'node:fs';
+import { tmpdir } from 'node:os';
+import { join } from 'node:path';
+import { Database } from 'bun:sqlite';
+import type { CompanyAnalysis } from '@/lib/types';
+
+const TEST_USER_ID = 'overview-cache-user';
+
+let tempDir: string | null = null;
+let sqliteClient: Database | null = null;
+let overviewCacheRepo: typeof import('./company-overview-cache') | null = null;
+
+function resetDbSingletons() {
+  const globalState = globalThis as typeof globalThis & {
+    __fiscalSqliteClient?: Database;
+    __fiscalDrizzleDb?: unknown;
+  };
+
+  globalState.__fiscalSqliteClient?.close();
+  globalState.__fiscalSqliteClient = undefined;
+  globalState.__fiscalDrizzleDb = undefined;
+}
+
+function applyMigration(client: Database, fileName: string) {
+  const sql = readFileSync(join(process.cwd(), 'drizzle', fileName), 'utf8');
+  client.exec(sql);
+}
+
+function ensureUser(client: Database) {
+  const now = Date.now();
+  client.exec(`
+    INSERT OR REPLACE INTO user (id, name, email, emailVerified, image, createdAt, updatedAt, role, banned, banReason, banExpires)
+    VALUES ('${TEST_USER_ID}', 'Overview Cache User', 'overview-cache@example.com', 1, NULL, ${now}, ${now}, NULL, 0, NULL, NULL);
+  `);
+}
+
+function clearCache(client: Database) {
+  client.exec('DELETE FROM company_overview_cache;');
+}
+
+function buildAnalysisPayload(companyName: string): CompanyAnalysis {
+  return {
+    company: {
+      ticker: 'MSFT',
+      companyName,
+      sector: null,
+      category: null,
+      tags: [],
+      cik: null
+    },
+    quote: 100,
+    position: null,
+    priceHistory: [],
+    benchmarkHistory: [],
+    financials: [],
+    filings: [],
+    aiReports: [],
+    coverage: null,
+    journalPreview: [],
+    recentAiReports: [],
+    latestFilingSummary: null,
+    keyMetrics: {
+      referenceDate: null,
+      revenue: null,
+      netIncome: null,
+      totalAssets: null,
+      cash: null,
+      debt: null,
+      netMargin: null
+    },
+    companyProfile: {
+      description: null,
+      exchange: null,
+      industry: null,
+      country: null,
+      website: null,
+      fiscalYearEnd: null,
+      employeeCount: null,
+      source: 'unavailable'
+    },
+    valuationSnapshot: {
+      sharesOutstanding: null,
+      marketCap: null,
+      enterpriseValue: null,
+      trailingPe: null,
+      evToRevenue: null,
+      evToEbitda: null,
+      source: 'unavailable'
+    },
+    bullBear: {
+      source: 'unavailable',
+      bull: [],
+      bear: [],
+      updatedAt: null
+    },
+    recentDevelopments: {
+      status: 'unavailable',
+      items: [],
+      weeklySnapshot: null
+    }
+  };
+}
+
+describe('company overview cache repo', () => {
+  beforeAll(async () => {
+    tempDir = mkdtempSync(join(tmpdir(), 'fiscal-overview-cache-'));
+    const env = process.env as Record<string, string | undefined>;
+    env.DATABASE_URL = `file:${join(tempDir, 'repo.sqlite')}`;
+    env.NODE_ENV = 'test';
+
+    resetDbSingletons();
+
+    sqliteClient = new Database(join(tempDir, 'repo.sqlite'), { create: true });
+    sqliteClient.exec('PRAGMA foreign_keys = ON;');
+    applyMigration(sqliteClient, '0000_cold_silver_centurion.sql');
+    applyMigration(sqliteClient, '0012_company_overview_cache.sql');
+    ensureUser(sqliteClient);
+
+    const globalState = globalThis as typeof globalThis & {
+      __fiscalSqliteClient?: Database;
+      __fiscalDrizzleDb?: unknown;
+    };
+    globalState.__fiscalSqliteClient = sqliteClient;
+    globalState.__fiscalDrizzleDb = undefined;
+
+    overviewCacheRepo = await import('./company-overview-cache');
+  });
+
+  afterAll(() => {
+    sqliteClient?.close();
+    resetDbSingletons();
+    if (tempDir) {
+      rmSync(tempDir, { recursive: true, force: true });
+    }
+  });
+
+  beforeEach(() => {
+    if (!sqliteClient) {
+      throw new Error('sqlite client not initialized');
+    }
+
+    clearCache(sqliteClient);
+  });
+
+  it('upserts and reloads cached overview payloads', async () => {
+    if (!overviewCacheRepo) {
+      throw new Error('overview cache repo not initialized');
+    }
+
+    const first = await overviewCacheRepo.upsertCompanyOverviewCache({
+      userId: TEST_USER_ID,
+      ticker: 'msft',
+      sourceSignature: 'sig-1',
+      payload: buildAnalysisPayload('Microsoft Corporation')
+    });
+
+    const loaded = await overviewCacheRepo.getCompanyOverviewCache({
+      userId: TEST_USER_ID,
+      ticker: 'MSFT'
+    });
+
+    expect(first.ticker).toBe('MSFT');
+    expect(loaded?.source_signature).toBe('sig-1');
+    expect(loaded?.payload.company.companyName).toBe('Microsoft Corporation');
+  });
+
+  it('updates existing cached rows in place', async () => {
+    if (!overviewCacheRepo) {
+      throw new Error('overview cache repo not initialized');
+    }
+
+    const first = await overviewCacheRepo.upsertCompanyOverviewCache({
+      userId: TEST_USER_ID,
+      ticker: 'MSFT',
+      sourceSignature: 'sig-1',
+      payload: buildAnalysisPayload('Old Name')
+    });
+    const second = await overviewCacheRepo.upsertCompanyOverviewCache({
+      userId: TEST_USER_ID,
+      ticker: 'MSFT',
+      sourceSignature: 'sig-2',
+      payload: buildAnalysisPayload('New Name')
+    });
+
+    const loaded = await overviewCacheRepo.getCompanyOverviewCache({
+      userId: TEST_USER_ID,
+      ticker: 'MSFT'
+    });
+
+    expect(second.id).toBe(first.id);
+    expect(loaded?.source_signature).toBe('sig-2');
+    expect(loaded?.payload.company.companyName).toBe('New Name');
+  });
+});

lib/server/repos/company-overview-cache.ts

@@ -0,0 +1,102 @@
+import { and, eq } from 'drizzle-orm';
+import { drizzle } from 'drizzle-orm/bun-sqlite';
+import type { CompanyAnalysis } from '@/lib/types';
+import { getSqliteClient } from '@/lib/server/db';
+import { companyOverviewCache, schema } from '@/lib/server/db/schema';
+
+export const CURRENT_COMPANY_OVERVIEW_CACHE_VERSION = 1;
+
+export type CompanyOverviewCacheRecord = {
+  id: number;
+  user_id: string;
+  ticker: string;
+  cache_version: number;
+  source_signature: string;
+  payload: CompanyAnalysis;
+  created_at: string;
+  updated_at: string;
+};
+
+function toRecord(row: typeof companyOverviewCache.$inferSelect): CompanyOverviewCacheRecord {
+  return {
+    id: row.id,
+    user_id: row.user_id,
+    ticker: row.ticker,
+    cache_version: row.cache_version,
+    source_signature: row.source_signature,
+    payload: row.payload as CompanyAnalysis,
+    created_at: row.created_at,
+    updated_at: row.updated_at
+  };
+}
+
+function getDb() {
+  return drizzle(getSqliteClient(), { schema });
+}
+
+export async function getCompanyOverviewCache(input: { userId: string; ticker: string }) {
+  const normalizedTicker = input.ticker.trim().toUpperCase();
+  if (!normalizedTicker) {
+    return null;
+  }
+
+  const [row] = await getDb()
+    .select()
+    .from(companyOverviewCache)
+    .where(and(
+      eq(companyOverviewCache.user_id, input.userId),
+      eq(companyOverviewCache.ticker, normalizedTicker)
+    ))
+    .limit(1);
+
+  return row ? toRecord(row) : null;
+}
+
+export async function upsertCompanyOverviewCache(input: {
+  userId: string;
+  ticker: string;
+  sourceSignature: string;
+  payload: CompanyAnalysis;
+}) {
+  const now = new Date().toISOString();
+  const normalizedTicker = input.ticker.trim().toUpperCase();
+
+  const [saved] = await getDb()
+    .insert(companyOverviewCache)
+    .values({
+      user_id: input.userId,
+      ticker: normalizedTicker,
+      cache_version: CURRENT_COMPANY_OVERVIEW_CACHE_VERSION,
+      source_signature: input.sourceSignature,
+      payload: input.payload as unknown as Record<string, unknown>,
+      created_at: now,
+      updated_at: now
+    })
+    .onConflictDoUpdate({
+      target: [companyOverviewCache.user_id, companyOverviewCache.ticker],
+      set: {
+        cache_version: CURRENT_COMPANY_OVERVIEW_CACHE_VERSION,
+        source_signature: input.sourceSignature,
+        payload: input.payload as unknown as Record<string, unknown>,
+        updated_at: now
+      }
+    })
+    .returning();
+
+  return toRecord(saved);
+}
+
+export async function deleteCompanyOverviewCache(input: { userId: string; ticker: string }) {
+  const normalizedTicker = input.ticker.trim().toUpperCase();
+
+  return await getDb()
+    .delete(companyOverviewCache)
+    .where(and(
+      eq(companyOverviewCache.user_id, input.userId),
+      eq(companyOverviewCache.ticker, normalizedTicker)
+    ));
+}
+
+export const __companyOverviewCacheInternals = {
+  CACHE_VERSION: CURRENT_COMPANY_OVERVIEW_CACHE_VERSION
+};

lib/server/repos/tasks.test.ts

@@ -67,7 +67,8 @@ describe('task repos', () => {
       '0006_coverage_journal_tracking.sql',
       '0007_company_financial_bundles.sql',
       '0008_research_workspace.sql',
-      '0009_task_notification_context.sql'
+      '0009_task_notification_context.sql',
+      '0012_company_overview_cache.sql'
     ]) {
       applyMigration(sqliteClient, file);
     }