Implement fiscal-style research MVP flows

lib/server/repos/holdings.ts

@@ -1,8 +1,8 @@
-import { and, eq } from 'drizzle-orm';
+import { and, desc, eq } from 'drizzle-orm';
 import type { Holding } from '@/lib/types';
 import { recalculateHolding } from '@/lib/server/portfolio';
 import { db } from '@/lib/server/db';
-import { holding } from '@/lib/server/db/schema';
+import { filing, holding, watchlistItem } from '@/lib/server/db/schema';
 
 type HoldingRow = typeof holding.$inferSelect;
 
@@ -11,6 +11,7 @@ function toHolding(row: HoldingRow): Holding {
     id: row.id,
     user_id: row.user_id,
     ticker: row.ticker,
+    company_name: row.company_name ?? null,
     shares: row.shares,
     avg_cost: row.avg_cost,
     current_price: row.current_price,
@@ -36,6 +37,41 @@ function normalizeHoldingInput(input: { ticker: string; shares: number; avgCost:
   };
 }
 
+async function resolveHoldingCompanyName(input: {
+  userId: string;
+  ticker: string;
+  companyName?: string;
+  existingCompanyName?: string | null;
+}) {
+  const explicitCompanyName = input.companyName?.trim();
+  if (explicitCompanyName) {
+    return explicitCompanyName;
+  }
+
+  if (input.existingCompanyName?.trim()) {
+    return input.existingCompanyName.trim();
+  }
+
+  const [watchlistMatch] = await db
+    .select({ company_name: watchlistItem.company_name })
+    .from(watchlistItem)
+    .where(and(eq(watchlistItem.user_id, input.userId), eq(watchlistItem.ticker, input.ticker)))
+    .limit(1);
+
+  if (watchlistMatch?.company_name?.trim()) {
+    return watchlistMatch.company_name.trim();
+  }
+
+  const [filingMatch] = await db
+    .select({ company_name: filing.company_name })
+    .from(filing)
+    .where(eq(filing.ticker, input.ticker))
+    .orderBy(desc(filing.filing_date), desc(filing.updated_at))
+    .limit(1);
+
+  return filingMatch?.company_name?.trim() ? filingMatch.company_name.trim() : null;
+}
+
 export async function listUserHoldings(userId: string) {
   const rows = await db
     .select()
@@ -45,12 +81,28 @@ export async function listUserHoldings(userId: string) {
   return sortByMarketValueDesc(rows.map(toHolding));
 }
 
+export async function getHoldingByTicker(userId: string, ticker: string) {
+  const normalizedTicker = ticker.trim().toUpperCase();
+  if (!normalizedTicker) {
+    return null;
+  }
+
+  const [row] = await db
+    .select()
+    .from(holding)
+    .where(and(eq(holding.user_id, userId), eq(holding.ticker, normalizedTicker)))
+    .limit(1);
+
+  return row ? toHolding(row) : null;
+}
+
 export async function upsertHoldingRecord(input: {
   userId: string;
   ticker: string;
   shares: number;
   avgCost: number;
   currentPrice?: number;
+  companyName?: string;
 }) {
   const ticker = input.ticker.trim().toUpperCase();
   const now = new Date().toISOString();
@@ -64,6 +116,12 @@ export async function upsertHoldingRecord(input: {
   const currentPrice = Number.isFinite(input.currentPrice)
     ? Number(input.currentPrice)
     : input.avgCost;
+  const companyName = await resolveHoldingCompanyName({
+    userId: input.userId,
+    ticker,
+    companyName: input.companyName,
+    existingCompanyName: existing?.company_name ?? null
+  });
 
   if (existing) {
     const normalized = normalizeHoldingInput({
@@ -84,6 +142,7 @@ export async function upsertHoldingRecord(input: {
       .update(holding)
       .set({
         ticker: next.ticker,
+        company_name: companyName,
         shares: next.shares,
         avg_cost: next.avg_cost,
         current_price: next.current_price,
@@ -113,6 +172,7 @@ export async function upsertHoldingRecord(input: {
     id: 0,
     user_id: input.userId,
     ticker: normalized.ticker,
+    company_name: companyName,
     shares: normalized.shares,
     avg_cost: normalized.avg_cost,
     current_price: normalized.current_price,
@@ -131,6 +191,7 @@ export async function upsertHoldingRecord(input: {
     .values({
       user_id: created.user_id,
       ticker: created.ticker,
+      company_name: created.company_name,
       shares: created.shares,
       avg_cost: created.avg_cost,
       current_price: created.current_price,
@@ -155,6 +216,7 @@ export async function updateHoldingByIdRecord(input: {
   shares?: number;
   avgCost?: number;
   currentPrice?: number;
+  companyName?: string;
 }) {
   const [existing] = await db
     .select()
@@ -176,9 +238,16 @@ export async function updateHoldingByIdRecord(input: {
   const currentPrice = Number.isFinite(input.currentPrice)
     ? Number(input.currentPrice)
     : Number(current.current_price ?? current.avg_cost);
+  const companyName = await resolveHoldingCompanyName({
+    userId: input.userId,
+    ticker: current.ticker,
+    companyName: input.companyName,
+    existingCompanyName: current.company_name
+  });
 
   const next = recalculateHolding({
     ...current,
+    company_name: companyName,
     shares: shares.toFixed(6),
     avg_cost: avgCost.toFixed(6),
     current_price: currentPrice.toFixed(6),
@@ -189,6 +258,7 @@ export async function updateHoldingByIdRecord(input: {
   const [updated] = await db
     .update(holding)
     .set({
+      company_name: companyName,
       shares: next.shares,
       avg_cost: next.avg_cost,
       current_price: next.current_price,