Make coverage filing sync explicit

lib/api.ts

@@ -168,7 +168,7 @@ export async function upsertWatchlistItem(input: {
   lastReviewedAt?: string;
 }) {
   const result = await client.api.watchlist.post(input);
-  return await unwrapData<{ item: WatchlistItem }>(result, 'Unable to save watchlist item');
+  return await unwrapData<{ item: WatchlistItem; autoFilingSyncQueued: boolean }>(result, 'Unable to save watchlist item');
 }
 
 export async function updateWatchlistItem(id: number, input: {

lib/server/api/app.ts

@@ -500,7 +500,7 @@ export const app = new Elysia({ prefix: '/api' })
     }
 
     try {
-      const { item, created } = await upsertWatchlistItemRecord({
+      const { item } = await upsertWatchlistItemRecord({
         userId: session.user.id,
         ticker,
         companyName,
@@ -512,14 +512,10 @@ export const app = new Elysia({ prefix: '/api' })
         lastReviewedAt
       });
 
-      const autoFilingSyncQueued = created
-        ? await queueAutoFilingSync(session.user.id, ticker, {
-          category: item.category,
-          tags: item.tags
-        })
-        : false;
-
-      return Response.json({ item, autoFilingSyncQueued });
+      return Response.json({
+        item,
+        autoFilingSyncQueued: false
+      });
     } catch (error) {
       return jsonError(asErrorMessage(error, 'Failed to create watchlist item'));
     }

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

@@ -393,7 +393,7 @@ 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 () => {
+  it('persists watchlist category and tags without auto queueing a filing sync task', async () => {
     const created = await jsonRequest('POST', '/api/watchlist', {
       ticker: 'shop',
       companyName: 'Shopify Inc.',
@@ -415,12 +415,12 @@ if (process.env.RUN_TASK_WORKFLOW_E2E === '1') {
     expect(createdBody.item.ticker).toBe('SHOP');
     expect(createdBody.item.category).toBe('core');
     expect(createdBody.item.tags).toEqual(['growth', 'ecommerce']);
-    expect(createdBody.autoFilingSyncQueued).toBe(true);
+    expect(createdBody.autoFilingSyncQueued).toBe(false);
 
     const tasksResponse = await jsonRequest('GET', '/api/tasks?limit=5');
     expect(tasksResponse.response.status).toBe(200);
 
-    const task = (tasksResponse.json as {
+    const syncTasks = (tasksResponse.json as {
       tasks: Array<{
         task_type: string;
         payload: {
@@ -430,13 +430,86 @@ if (process.env.RUN_TASK_WORKFLOW_E2E === '1') {
           limit?: number;
         };
       }>;
-    }).tasks.find((entry) => entry.task_type === 'sync_filings');
+    }).tasks.filter((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']);
+    expect(syncTasks).toHaveLength(0);
+  });
+
+  it('does not queue a filing sync task when coverage metadata is edited', async () => {
+    const created = await jsonRequest('POST', '/api/watchlist', {
+      ticker: 'amd',
+      companyName: 'Advanced Micro Devices, Inc.',
+      sector: 'Technology',
+      category: 'watch',
+      tags: ['semis']
+    });
+
+    expect(created.response.status).toBe(200);
+    const item = (created.json as {
+      item: { id: number };
+    }).item;
+
+    const updated = await jsonRequest('PATCH', `/api/watchlist/${item.id}`, {
+      category: 'core',
+      tags: ['semis', 'ai']
+    });
+
+    expect(updated.response.status).toBe(200);
+
+    const tasksResponse = await jsonRequest('GET', '/api/tasks?limit=5');
+    expect(tasksResponse.response.status).toBe(200);
+
+    const syncTasks = (tasksResponse.json as {
+      tasks: Array<{ task_type: string }>;
+    }).tasks.filter((entry) => entry.task_type === 'sync_filings');
+
+    expect(syncTasks).toHaveLength(0);
+  });
+
+  it('forwards watchlist metadata when filing sync is started explicitly', 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[];
+      };
+    };
+
+    const sync = await jsonRequest('POST', '/api/filings/sync', {
+      ticker: createdBody.item.ticker,
+      limit: 20,
+      category: createdBody.item.category,
+      tags: createdBody.item.tags
+    });
+
+    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('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 () => {