Add company analysis view with financials, price history, filings, and AI reports

This commit is contained in:
2026-02-27 09:57:44 -05:00
parent e7320f3bdb
commit 7c3836068f
9 changed files with 512 additions and 2 deletions

View File

@@ -17,6 +17,7 @@ import {
listWatchlistItems,
upsertWatchlistItemRecord
} from '@/lib/server/repos/watchlist';
import { getPriceHistory, getQuote } from '@/lib/server/prices';
import {
enqueueTask,
getTaskById,
@@ -313,6 +314,78 @@ export const app = new Elysia({ prefix: '/api' })
return Response.json({ insight });
})
.get('/analysis/company', async ({ query }) => {
const { session, response } = await requireAuthenticatedSession();
if (response) {
return response;
}
const ticker = typeof query.ticker === 'string' ? query.ticker.trim().toUpperCase() : '';
if (!ticker) {
return jsonError('ticker is required');
}
const [filings, holdings, watchlist, liveQuote, priceHistory] = await Promise.all([
listFilingsRecords({ ticker, limit: 40 }),
listUserHoldings(session.user.id),
listWatchlistItems(session.user.id),
getQuote(ticker),
getPriceHistory(ticker)
]);
const latestFiling = filings[0] ?? null;
const holding = holdings.find((entry) => entry.ticker === ticker) ?? null;
const watchlistItem = watchlist.find((entry) => entry.ticker === ticker) ?? null;
const companyName = latestFiling?.company_name
?? watchlistItem?.company_name
?? ticker;
const financials = filings
.filter((entry) => entry.metrics)
.map((entry) => ({
filingDate: entry.filing_date,
filingType: entry.filing_type,
revenue: entry.metrics?.revenue ?? null,
netIncome: entry.metrics?.netIncome ?? null,
totalAssets: entry.metrics?.totalAssets ?? null,
cash: entry.metrics?.cash ?? null,
debt: entry.metrics?.debt ?? null
}));
const aiReports = filings
.filter((entry) => entry.analysis?.text || entry.analysis?.legacyInsights)
.slice(0, 8)
.map((entry) => ({
accessionNumber: entry.accession_number,
filingDate: entry.filing_date,
filingType: entry.filing_type,
provider: entry.analysis?.provider ?? 'unknown',
model: entry.analysis?.model ?? 'unknown',
summary: entry.analysis?.text ?? entry.analysis?.legacyInsights ?? ''
}));
return Response.json({
analysis: {
company: {
ticker,
companyName,
sector: watchlistItem?.sector ?? null,
cik: latestFiling?.cik ?? null
},
quote: liveQuote,
position: holding,
priceHistory,
financials,
filings: filings.slice(0, 20),
aiReports
}
});
}, {
query: t.Object({
ticker: t.String({ minLength: 1 })
})
})
.get('/filings', async ({ query }) => {
const { response } = await requireAuthenticatedSession();
if (response) {

View File

@@ -42,3 +42,73 @@ export async function getQuote(ticker: string): Promise<number> {
return fallbackQuote(normalizedTicker);
}
}
export async function getPriceHistory(ticker: string): Promise<Array<{ date: string; close: number }>> {
const normalizedTicker = ticker.trim().toUpperCase();
try {
const response = await fetch(`${YAHOO_BASE}/${normalizedTicker}?interval=1wk&range=1y`, {
headers: {
'User-Agent': 'Mozilla/5.0 (compatible; FiscalClone/3.0)'
},
cache: 'no-store'
});
if (!response.ok) {
throw new Error('Quote history unavailable');
}
const payload = await response.json() as {
chart?: {
result?: Array<{
timestamp?: number[];
indicators?: {
quote?: Array<{
close?: Array<number | null>;
}>;
};
}>;
};
};
const result = payload.chart?.result?.[0];
const timestamps = result?.timestamp ?? [];
const closes = result?.indicators?.quote?.[0]?.close ?? [];
const points = timestamps
.map((timestamp, index) => {
const close = closes[index];
if (typeof close !== 'number' || !Number.isFinite(close)) {
return null;
}
return {
date: new Date(timestamp * 1000).toISOString(),
close
};
})
.filter((entry): entry is { date: string; close: number } => entry !== null);
if (points.length > 0) {
return points;
}
} catch {
// fall through to deterministic synthetic history
}
const now = Date.now();
const base = fallbackQuote(normalizedTicker);
return Array.from({ length: 26 }, (_, index) => {
const step = 25 - index;
const date = new Date(now - step * 14 * 24 * 60 * 60 * 1000).toISOString();
const wave = Math.sin(index / 3.5) * 0.05;
const trend = (index - 13) * 0.006;
const close = Math.max(base * (1 + wave + trend), 1);
return {
date,
close: Number(close.toFixed(2))
};
});
}