Automate issuer overlay creation from ticker searches

lib/server/api/app.ts

@@ -14,7 +14,8 @@ import type {
   ResearchMemoConviction,
   ResearchMemoRating,
   ResearchMemoSection,
-  TaskStatus
+  TaskStatus,
+  TickerAutomationSource
 } from '@/lib/types';
 import { auth } from '@/lib/auth';
 import { requireAuthenticatedSession } from '@/lib/server/auth-session';
@@ -71,6 +72,8 @@ import {
   upsertWatchlistItemRecord
 } from '@/lib/server/repos/watchlist';
 import { answerSearchQuery, searchKnowledgeBase } from '@/lib/server/search';
+import { shouldQueueTickerAutomation } from '@/lib/server/issuer-overlays';
+import { ensureIssuerOverlayRow } from '@/lib/server/repos/issuer-overlays';
 import {
   enqueueTask,
   findOrEnqueueTask,
@@ -91,6 +94,7 @@ const FINANCIAL_STATEMENT_KINDS: FinancialStatementKind[] = [
   'income',
   'balance',
   'cash_flow',
+  'disclosure',
   'equity',
   'comprehensive_income'
 ];
@@ -99,6 +103,8 @@ const FINANCIAL_SURFACES: FinancialSurfaceKind[] = [
   'income_statement',
   'balance_sheet',
   'cash_flow_statement',
+  'equity_statement',
+  'disclosures',
   'ratios',
   'segments_kpis',
   'adjusted',
@@ -112,6 +118,7 @@ const RESEARCH_ARTIFACT_KINDS: ResearchArtifactKind[] = ['filing', 'ai_report',
 const RESEARCH_ARTIFACT_SOURCES: ResearchArtifactSource[] = ['system', 'user'];
 const RESEARCH_MEMO_RATINGS: ResearchMemoRating[] = ['strong_buy', 'buy', 'hold', 'sell'];
 const RESEARCH_MEMO_CONVICTIONS: ResearchMemoConviction[] = ['low', 'medium', 'high'];
+const TICKER_AUTOMATION_SOURCES: TickerAutomationSource[] = ['analysis', 'financials', 'search', 'graphing', 'research'];
 const RESEARCH_MEMO_SECTIONS: ResearchMemoSection[] = [
   'thesis',
   'variant_view',
@@ -212,6 +219,10 @@ function surfaceFromLegacyStatement(statement: FinancialStatementKind): Financia
       return 'balance_sheet';
     case 'cash_flow':
       return 'cash_flow_statement';
+    case 'disclosure':
+      return 'disclosures';
+    case 'equity':
+      return 'equity_statement';
     default:
       return 'income_statement';
   }
@@ -296,6 +307,12 @@ function asResearchMemoSection(value: unknown) {
     : undefined;
 }
 
+function asTickerAutomationSource(value: unknown) {
+  return TICKER_AUTOMATION_SOURCES.includes(value as TickerAutomationSource)
+    ? value as TickerAutomationSource
+    : undefined;
+}
+
 function formatLabel(value: string) {
   return value
     .split('_')
@@ -361,6 +378,42 @@ async function queueAutoFilingSync(
   }
 }
 
+async function ensureTickerAutomationTask(input: {
+  userId: string;
+  ticker: string;
+  source: TickerAutomationSource;
+}) {
+  void input.source;
+  const ticker = input.ticker.trim().toUpperCase();
+  await ensureIssuerOverlayRow(ticker);
+
+  if (!(await shouldQueueTickerAutomation(ticker))) {
+    return {
+      queued: false,
+      task: null
+    };
+  }
+
+  const watchlistItem = await getWatchlistItemByTicker(input.userId, ticker);
+  const task = await findOrEnqueueTask({
+    userId: input.userId,
+    taskType: 'sync_filings',
+    payload: buildSyncFilingsPayload({
+      ticker,
+      limit: defaultFinancialSyncLimit(),
+      category: watchlistItem?.category,
+      tags: watchlistItem?.tags
+    }),
+    priority: 89,
+    resourceKey: `sync_filings:${ticker}`
+  });
+
+  return {
+    queued: true,
+    task
+  };
+}
+
 const authHandler = ({ request }: { request: Request }) => auth.handler(request);
 
 async function checkWorkflowBackend() {
@@ -821,6 +874,45 @@ export const app = new Elysia({ prefix: '/api' })
 
     return Response.json({ insight });
   })
+  .post('/tickers/ensure', async ({ body }) => {
+    const { session, response } = await requireAuthenticatedSession();
+    if (response) {
+      return response;
+    }
+
+    const payload = asRecord(body);
+    const ticker = typeof payload.ticker === 'string' ? payload.ticker.trim().toUpperCase() : '';
+    const source = asTickerAutomationSource(payload.source);
+
+    if (!ticker) {
+      return jsonError('ticker is required');
+    }
+
+    if (!source) {
+      return jsonError('source is required');
+    }
+
+    try {
+      return Response.json(await ensureTickerAutomationTask({
+        userId: session.user.id,
+        ticker,
+        source
+      }));
+    } catch (error) {
+      return jsonError(asErrorMessage(error, `Failed to ensure ticker automation for ${ticker}`));
+    }
+  }, {
+    body: t.Object({
+      ticker: t.String({ minLength: 1 }),
+      source: t.Union([
+        t.Literal('analysis'),
+        t.Literal('financials'),
+        t.Literal('search'),
+        t.Literal('graphing'),
+        t.Literal('research')
+      ])
+    })
+  })
   .get('/research/workspace', async ({ query }) => {
     const { session, response } = await requireAuthenticatedSession();
     if (response) {
@@ -1492,6 +1584,8 @@ export const app = new Elysia({ prefix: '/api' })
         t.Literal('income_statement'),
         t.Literal('balance_sheet'),
         t.Literal('cash_flow_statement'),
+        t.Literal('equity_statement'),
+        t.Literal('disclosures'),
         t.Literal('ratios'),
         t.Literal('segments_kpis'),
         t.Literal('adjusted'),
@@ -1506,6 +1600,7 @@ export const app = new Elysia({ prefix: '/api' })
         t.Literal('income'),
         t.Literal('balance'),
         t.Literal('cash_flow'),
+        t.Literal('disclosure'),
         t.Literal('equity'),
         t.Literal('comprehensive_income')
       ])),