Add category and tags granularity to company sync flows

lib/server/api/task-workflow-hybrid.e2e.test.ts

@@ -85,7 +85,8 @@ function applySqlMigrations(client: { exec: (query: string) => void }) {
     '0000_cold_silver_centurion.sql',
     '0001_glossy_statement_snapshots.sql',
     '0002_workflow_task_projection_metadata.sql',
-    '0003_task_stage_event_timeline.sql'
+    '0003_task_stage_event_timeline.sql',
+    '0004_watchlist_company_taxonomy.sql'
   ];
 
   for (const file of migrationFiles) {
@@ -215,6 +216,80 @@ if (process.env.RUN_TASK_WORKFLOW_E2E === '1') {
     expect(tasks.every((task) => typeof task.workflow_run_id === 'string' && task.workflow_run_id.length > 0)).toBe(true);
   });
 
+  it('persists watchlist category and tags and forwards them to auto sync task payload', async () => {
+    const created = await jsonRequest('POST', '/api/watchlist', {
+      ticker: 'shop',
+      companyName: 'Shopify Inc.',
+      sector: 'Technology',
+      category: 'core',
+      tags: ['growth', 'ecommerce', 'growth', '  ']
+    });
+
+    expect(created.response.status).toBe(200);
+    const createdBody = created.json as {
+      item: {
+        ticker: string;
+        category: string | null;
+        tags: string[];
+      };
+      autoFilingSyncQueued: boolean;
+    };
+
+    expect(createdBody.item.ticker).toBe('SHOP');
+    expect(createdBody.item.category).toBe('core');
+    expect(createdBody.item.tags).toEqual(['growth', 'ecommerce']);
+    expect(createdBody.autoFilingSyncQueued).toBe(true);
+
+    const tasksResponse = await jsonRequest('GET', '/api/tasks?limit=5');
+    expect(tasksResponse.response.status).toBe(200);
+
+    const task = (tasksResponse.json as {
+      tasks: Array<{
+        task_type: string;
+        payload: {
+          ticker?: string;
+          category?: string;
+          tags?: string[];
+          limit?: number;
+        };
+      }>;
+    }).tasks.find((entry) => entry.task_type === 'sync_filings');
+
+    expect(task).toBeTruthy();
+    expect(task?.payload.ticker).toBe('SHOP');
+    expect(task?.payload.limit).toBe(20);
+    expect(task?.payload.category).toBe('core');
+    expect(task?.payload.tags).toEqual(['growth', 'ecommerce']);
+  });
+
+  it('accepts category and comma-separated tags on manual filings sync payload', async () => {
+    const sync = await jsonRequest('POST', '/api/filings/sync', {
+      ticker: 'nvda',
+      limit: 15,
+      category: 'watch',
+      tags: 'semis, ai, semis'
+    });
+
+    expect(sync.response.status).toBe(200);
+    const task = (sync.json as {
+      task: {
+        task_type: string;
+        payload: {
+          ticker: string;
+          limit: number;
+          category?: string;
+          tags?: string[];
+        };
+      };
+    }).task;
+
+    expect(task.task_type).toBe('sync_filings');
+    expect(task.payload.ticker).toBe('NVDA');
+    expect(task.payload.limit).toBe(15);
+    expect(task.payload.category).toBe('watch');
+    expect(task.payload.tags).toEqual(['semis', 'ai']);
+  });
+
   it('updates notification read and silenced state via patch endpoint', async () => {
     const created = await jsonRequest('POST', '/api/filings/0000000000-26-000010/analyze');
     const taskId = (created.json as { task: { id: string } }).task.id;