Add category and tags granularity to company sync flows

lib/server/api/app.ts

@@ -26,6 +26,7 @@ import {
 import { getLatestPortfolioInsight } from '@/lib/server/repos/insights';
 import {
   deleteWatchlistItemRecord,
+  getWatchlistItemByTicker,
   listWatchlistItems,
   upsertWatchlistItemRecord
 } from '@/lib/server/repos/watchlist';
@@ -86,6 +87,39 @@ function asBoolean(value: unknown, fallback = false) {
   return fallback;
 }
 
+function asOptionalString(value: unknown) {
+  if (typeof value !== 'string') {
+    return null;
+  }
+
+  const normalized = value.trim();
+  return normalized.length > 0 ? normalized : null;
+}
+
+function asTags(value: unknown) {
+  const source = Array.isArray(value)
+    ? value
+    : typeof value === 'string'
+      ? value.split(',')
+      : [];
+
+  const unique = new Set<string>();
+  for (const entry of source) {
+    if (typeof entry !== 'string') {
+      continue;
+    }
+
+    const tag = entry.trim();
+    if (!tag) {
+      continue;
+    }
+
+    unique.add(tag);
+  }
+
+  return [...unique];
+}
+
 function asStatementMode(value: unknown): FinancialStatementMode {
   return FINANCIAL_STATEMENT_MODES.includes(value as FinancialStatementMode)
     ? value as FinancialStatementMode
@@ -115,15 +149,38 @@ function withFinancialMetricsPolicy(filing: Filing): Filing {
   };
 }
 
-async function queueAutoFilingSync(userId: string, ticker: string) {
+function buildSyncFilingsPayload(input: {
+  ticker: string;
+  limit: number;
+  category?: unknown;
+  tags?: unknown;
+}) {
+  const category = asOptionalString(input.category);
+  const tags = asTags(input.tags);
+
+  return {
+    ticker: input.ticker,
+    limit: input.limit,
+    ...(category ? { category } : {}),
+    ...(tags.length > 0 ? { tags } : {})
+  };
+}
+
+async function queueAutoFilingSync(
+  userId: string,
+  ticker: string,
+  metadata?: { category?: unknown; tags?: unknown }
+) {
   try {
     await enqueueTask({
       userId,
       taskType: 'sync_filings',
-      payload: {
+      payload: buildSyncFilingsPayload({
         ticker,
-        limit: AUTO_FILING_SYNC_LIMIT
-      },
+        limit: AUTO_FILING_SYNC_LIMIT,
+        category: metadata?.category,
+        tags: metadata?.tags
+      }),
       priority: 90,
       resourceKey: `sync_filings:${ticker}`
     });
@@ -228,7 +285,9 @@ export const app = new Elysia({ prefix: '/api' })
     const payload = asRecord(body);
     const ticker = typeof payload.ticker === 'string' ? payload.ticker.trim().toUpperCase() : '';
     const companyName = typeof payload.companyName === 'string' ? payload.companyName.trim() : '';
-    const sector = typeof payload.sector === 'string' ? payload.sector.trim() : '';
+    const sector = asOptionalString(payload.sector) ?? '';
+    const category = asOptionalString(payload.category) ?? '';
+    const tags = asTags(payload.tags);
 
     if (!ticker) {
       return jsonError('ticker is required');
@@ -243,11 +302,16 @@ export const app = new Elysia({ prefix: '/api' })
         userId: session.user.id,
         ticker,
         companyName,
-        sector
+        sector,
+        category,
+        tags
       });
 
       const autoFilingSyncQueued = created
-        ? await queueAutoFilingSync(session.user.id, ticker)
+        ? await queueAutoFilingSync(session.user.id, ticker, {
+          category: item.category,
+          tags: item.tags
+        })
         : false;
 
       return Response.json({ item, autoFilingSyncQueued });
@@ -258,7 +322,9 @@ export const app = new Elysia({ prefix: '/api' })
     body: t.Object({
       ticker: t.String({ minLength: 1 }),
       companyName: t.String({ minLength: 1 }),
-      sector: t.Optional(t.String())
+      sector: t.Optional(t.String()),
+      category: t.Optional(t.String()),
+      tags: t.Optional(t.Union([t.Array(t.String()), t.String()]))
     })
   })
   .delete('/watchlist/:id', async ({ params }) => {
@@ -524,6 +590,8 @@ export const app = new Elysia({ prefix: '/api' })
           ticker,
           companyName,
           sector: watchlistItem?.sector ?? null,
+          category: watchlistItem?.category ?? null,
+          tags: watchlistItem?.tags ?? [],
           cik: latestFiling?.cik ?? null
         },
         quote: liveQuote,
@@ -588,13 +656,16 @@ export const app = new Elysia({ prefix: '/api' })
 
     if (shouldQueueSync) {
       try {
+        const watchlistItem = await getWatchlistItemByTicker(session.user.id, ticker);
         await enqueueTask({
           userId: session.user.id,
           taskType: 'sync_filings',
-          payload: {
+          payload: buildSyncFilingsPayload({
             ticker,
-            limit: defaultFinancialSyncLimit(window)
-          },
+            limit: defaultFinancialSyncLimit(window),
+            category: watchlistItem?.category,
+            tags: watchlistItem?.tags
+          }),
           priority: 88,
           resourceKey: `sync_filings:${ticker}`
         });
@@ -707,6 +778,8 @@ export const app = new Elysia({ prefix: '/api' })
 
     const payload = asRecord(body);
     const ticker = typeof payload.ticker === 'string' ? payload.ticker.trim().toUpperCase() : '';
+    const category = asOptionalString(payload.category);
+    const tags = asTags(payload.tags);
 
     if (!ticker) {
       return jsonError('ticker is required');
@@ -717,10 +790,12 @@ export const app = new Elysia({ prefix: '/api' })
       const task = await enqueueTask({
         userId: session.user.id,
         taskType: 'sync_filings',
-        payload: {
+        payload: buildSyncFilingsPayload({
           ticker,
-          limit: Number.isFinite(limit) ? limit : 20
-        },
+          limit: Number.isFinite(limit) ? limit : 20,
+          category,
+          tags
+        }),
         priority: 90,
         resourceKey: `sync_filings:${ticker}`
       });
@@ -732,7 +807,9 @@ export const app = new Elysia({ prefix: '/api' })
   }, {
     body: t.Object({
       ticker: t.String({ minLength: 1 }),
-      limit: t.Optional(t.Numeric())
+      limit: t.Optional(t.Numeric()),
+      category: t.Optional(t.String()),
+      tags: t.Optional(t.Union([t.Array(t.String()), t.String()]))
     })
   })
   .post('/filings/:accessionNumber/analyze', async ({ params }) => {