Prioritize SEC financials for 10-K/10-Q and keep other filings qualitative

lib/server/api/app.ts

@@ -1,5 +1,5 @@
 import { Elysia, t } from 'elysia';
-import type { TaskStatus } from '@/lib/types';
+import type { Filing, TaskStatus } from '@/lib/types';
 import { auth } from '@/lib/auth';
 import { requireAuthenticatedSession } from '@/lib/server/auth-session';
 import { asErrorMessage, jsonError } from '@/lib/server/http';
@@ -27,6 +27,7 @@ import {
 } from '@/lib/server/tasks';
 
 const ALLOWED_STATUSES: TaskStatus[] = ['queued', 'running', 'completed', 'failed'];
+const FINANCIAL_FORMS: ReadonlySet<Filing['filing_type']> = new Set(['10-K', '10-Q']);
 
 function asRecord(value: unknown): Record<string, unknown> {
   if (!value || typeof value !== 'object' || Array.isArray(value)) {
@@ -41,6 +42,17 @@ function asPositiveNumber(value: unknown) {
   return Number.isFinite(parsed) && parsed > 0 ? parsed : null;
 }
 
+function withFinancialMetricsPolicy(filing: Filing): Filing {
+  if (FINANCIAL_FORMS.has(filing.filing_type)) {
+    return filing;
+  }
+
+  return {
+    ...filing,
+    metrics: null
+  };
+}
+
 const authHandler = ({ request }: { request: Request }) => auth.handler(request);
 
 export const app = new Elysia({ prefix: '/api' })
@@ -333,7 +345,9 @@ export const app = new Elysia({ prefix: '/api' })
       getQuote(ticker),
       getPriceHistory(ticker)
     ]);
-    const redactedFilings = filings.map(redactInternalFilingAnalysisFields);
+    const redactedFilings = filings
+      .map(redactInternalFilingAnalysisFields)
+      .map(withFinancialMetricsPolicy);
 
     const latestFiling = redactedFilings[0] ?? null;
     const holding = holdings.find((entry) => entry.ticker === ticker) ?? null;
@@ -344,7 +358,7 @@ export const app = new Elysia({ prefix: '/api' })
       ?? ticker;
 
     const financials = redactedFilings
-      .filter((entry) => entry.metrics)
+      .filter((entry) => entry.metrics && FINANCIAL_FORMS.has(entry.filing_type))
       .map((entry) => ({
         filingDate: entry.filing_date,
         filingType: entry.filing_type,
@@ -448,7 +462,7 @@ export const app = new Elysia({ prefix: '/api' })
       limit: Number.isFinite(limit) ? limit : 50
     });
 
-    return Response.json({ filings: filings.map(redactInternalFilingAnalysisFields) });
+    return Response.json({ filings: filings.map(redactInternalFilingAnalysisFields).map(withFinancialMetricsPolicy) });
   }, {
     query: t.Object({
       ticker: t.Optional(t.String()),

lib/server/api/filing-redaction.test.ts

@@ -25,6 +25,10 @@ function filingWithExtraction(): Filing {
         redFlags: ['b'],
         followUpQuestions: ['c'],
         portfolioSignals: ['d'],
+        segmentSpecificData: ['e'],
+        geographicRevenueBreakdown: ['f'],
+        companySpecificData: ['g'],
+        secApiCrossChecks: ['h'],
         confidence: 0.4
       },
       extractionMeta: {