Implement fiscal-style research MVP flows

lib/server/repos/watchlist.ts

@@ -1,9 +1,15 @@
 import { and, desc, eq } from 'drizzle-orm';
-import type { WatchlistItem } from '@/lib/types';
+import type {
+  CoveragePriority,
+  CoverageStatus,
+  WatchlistItem
+} from '@/lib/types';
 import { db } from '@/lib/server/db';
 import { watchlistItem } from '@/lib/server/db/schema';
 
 type WatchlistRow = typeof watchlistItem.$inferSelect;
+const DEFAULT_STATUS: CoverageStatus = 'backlog';
+const DEFAULT_PRIORITY: CoveragePriority = 'medium';
 
 function normalizeTags(tags?: string[]) {
   if (!Array.isArray(tags)) {
@@ -32,7 +38,7 @@ function normalizeTags(tags?: string[]) {
   return [...unique];
 }
 
-function toWatchlistItem(row: WatchlistRow): WatchlistItem {
+function toWatchlistItem(row: WatchlistRow, latestFilingDate: string | null = null): WatchlistItem {
   return {
     id: row.id,
     user_id: row.user_id,
@@ -43,7 +49,12 @@ function toWatchlistItem(row: WatchlistRow): WatchlistItem {
     tags: Array.isArray(row.tags)
       ? row.tags.filter((entry): entry is string => typeof entry === 'string')
       : [],
-    created_at: row.created_at
+    created_at: row.created_at,
+    status: row.status ?? DEFAULT_STATUS,
+    priority: row.priority ?? DEFAULT_PRIORITY,
+    updated_at: row.updated_at || row.created_at,
+    last_reviewed_at: row.last_reviewed_at ?? null,
+    latest_filing_date: latestFilingDate
   };
 }
 
@@ -52,9 +63,19 @@ export async function listWatchlistItems(userId: string) {
     .select()
     .from(watchlistItem)
     .where(eq(watchlistItem.user_id, userId))
-    .orderBy(desc(watchlistItem.created_at));
+    .orderBy(desc(watchlistItem.updated_at), desc(watchlistItem.created_at));
 
-  return rows.map(toWatchlistItem);
+  return rows.map((row) => toWatchlistItem(row));
+}
+
+export async function getWatchlistItemById(userId: string, id: number) {
+  const [row] = await db
+    .select()
+    .from(watchlistItem)
+    .where(and(eq(watchlistItem.user_id, userId), eq(watchlistItem.id, id)))
+    .limit(1);
+
+  return row ? toWatchlistItem(row) : null;
 }
 
 export async function getWatchlistItemByTicker(userId: string, ticker: string) {
@@ -79,11 +100,18 @@ export async function upsertWatchlistItemRecord(input: {
   sector?: string;
   category?: string;
   tags?: string[];
+  status?: CoverageStatus;
+  priority?: CoveragePriority;
+  lastReviewedAt?: string | null;
 }) {
   const normalizedTicker = input.ticker.trim().toUpperCase();
   const normalizedSector = input.sector?.trim() ? input.sector.trim() : null;
   const normalizedCategory = input.category?.trim() ? input.category.trim() : null;
   const normalizedTags = normalizeTags(input.tags);
+  const normalizedCompanyName = input.companyName.trim();
+  const normalizedLastReviewedAt = input.lastReviewedAt?.trim()
+    ? input.lastReviewedAt.trim()
+    : null;
   const now = new Date().toISOString();
 
   const [inserted] = await db
@@ -91,11 +119,15 @@ export async function upsertWatchlistItemRecord(input: {
     .values({
       user_id: input.userId,
       ticker: normalizedTicker,
-      company_name: input.companyName,
+      company_name: normalizedCompanyName,
       sector: normalizedSector,
       category: normalizedCategory,
       tags: normalizedTags,
-      created_at: now
+      status: input.status ?? DEFAULT_STATUS,
+      priority: input.priority ?? DEFAULT_PRIORITY,
+      created_at: now,
+      updated_at: now,
+      last_reviewed_at: normalizedLastReviewedAt
     })
     .onConflictDoNothing({
       target: [watchlistItem.user_id, watchlistItem.ticker],
@@ -109,13 +141,23 @@ export async function upsertWatchlistItemRecord(input: {
     };
   }
 
+  const [existing] = await db
+    .select()
+    .from(watchlistItem)
+    .where(and(eq(watchlistItem.user_id, input.userId), eq(watchlistItem.ticker, normalizedTicker)))
+    .limit(1);
+
   const [updated] = await db
     .update(watchlistItem)
     .set({
-      company_name: input.companyName,
+      company_name: normalizedCompanyName,
       sector: normalizedSector,
       category: normalizedCategory,
-      tags: normalizedTags
+      tags: normalizedTags,
+      status: input.status ?? existing?.status ?? DEFAULT_STATUS,
+      priority: input.priority ?? existing?.priority ?? DEFAULT_PRIORITY,
+      updated_at: now,
+      last_reviewed_at: normalizedLastReviewedAt ?? existing?.last_reviewed_at ?? null
     })
     .where(and(eq(watchlistItem.user_id, input.userId), eq(watchlistItem.ticker, normalizedTicker)))
     .returning();
@@ -130,6 +172,93 @@ export async function upsertWatchlistItemRecord(input: {
   };
 }
 
+export async function updateWatchlistItemRecord(input: {
+  userId: string;
+  id: number;
+  companyName?: string;
+  sector?: string;
+  category?: string;
+  tags?: string[];
+  status?: CoverageStatus;
+  priority?: CoveragePriority;
+  lastReviewedAt?: string | null;
+}) {
+  const [existing] = await db
+    .select()
+    .from(watchlistItem)
+    .where(and(eq(watchlistItem.user_id, input.userId), eq(watchlistItem.id, input.id)))
+    .limit(1);
+
+  if (!existing) {
+    return null;
+  }
+
+  const nextCompanyName = input.companyName === undefined
+    ? existing.company_name
+    : input.companyName.trim();
+  if (!nextCompanyName) {
+    throw new Error('companyName is required');
+  }
+
+  const nextSector = input.sector === undefined
+    ? existing.sector
+    : input.sector.trim()
+      ? input.sector.trim()
+      : null;
+  const nextCategory = input.category === undefined
+    ? existing.category
+    : input.category.trim()
+      ? input.category.trim()
+      : null;
+  const nextTags = input.tags === undefined
+    ? existing.tags ?? null
+    : normalizeTags(input.tags);
+  const nextLastReviewedAt = input.lastReviewedAt === undefined
+    ? existing.last_reviewed_at
+    : input.lastReviewedAt?.trim()
+      ? input.lastReviewedAt.trim()
+      : null;
+
+  const [updated] = await db
+    .update(watchlistItem)
+    .set({
+      company_name: nextCompanyName,
+      sector: nextSector,
+      category: nextCategory,
+      tags: nextTags,
+      status: input.status ?? existing.status ?? DEFAULT_STATUS,
+      priority: input.priority ?? existing.priority ?? DEFAULT_PRIORITY,
+      updated_at: new Date().toISOString(),
+      last_reviewed_at: nextLastReviewedAt
+    })
+    .where(and(eq(watchlistItem.user_id, input.userId), eq(watchlistItem.id, input.id)))
+    .returning();
+
+  return updated ? toWatchlistItem(updated) : null;
+}
+
+export async function updateWatchlistReviewByTicker(
+  userId: string,
+  ticker: string,
+  reviewedAt: string
+) {
+  const normalizedTicker = ticker.trim().toUpperCase();
+  if (!normalizedTicker) {
+    return null;
+  }
+
+  const [updated] = await db
+    .update(watchlistItem)
+    .set({
+      last_reviewed_at: reviewedAt,
+      updated_at: reviewedAt
+    })
+    .where(and(eq(watchlistItem.user_id, userId), eq(watchlistItem.ticker, normalizedTicker)))
+    .returning();
+
+  return updated ? toWatchlistItem(updated) : null;
+}
+
 export async function deleteWatchlistItemRecord(userId: string, id: number) {
   const removed = await db
     .delete(watchlistItem)