Transpose financials tables and expose company KPI metrics

lib/server/api/filing-redaction.test.ts

@@ -44,12 +44,13 @@ function filingWithExtraction(): Filing {
 }
 
 describe('filing response redaction', () => {
-  it('removes internal extraction fields while preserving public analysis fields', () => {
+  it('removes internal extraction fields while preserving public fields and company metrics', () => {
     const redacted = redactInternalFilingAnalysisFields(filingWithExtraction());
 
     expect(redacted.analysis?.provider).toBe('zhipu');
     expect(redacted.analysis?.model).toBe('glm-4.7-flashx');
     expect(redacted.analysis?.text).toBe('Report text');
+    expect(redacted.analysis?.companyMetrics).toEqual(['g']);
     expect(redacted.analysis?.extraction).toBeUndefined();
     expect(redacted.analysis?.extractionMeta).toBeUndefined();
   });

lib/server/api/filing-redaction.ts

@@ -5,11 +5,15 @@ export function redactInternalFilingAnalysisFields(filing: Filing): Filing {
     return filing;
   }
 
-  const { extraction: _extraction, extractionMeta: _extractionMeta, ...analysis } = filing.analysis;
-  const hasPublicFields = Object.keys(analysis).length > 0;
+  const { extraction, extractionMeta: _extractionMeta, ...analysis } = filing.analysis;
+  const companyMetrics = (extraction?.companySpecificData ?? []).filter((item) => item.trim().length > 0);
+  const publicAnalysis = companyMetrics.length > 0
+    ? { ...analysis, companyMetrics }
+    : analysis;
+  const hasPublicFields = Object.keys(publicAnalysis).length > 0;
 
   return {
     ...filing,
-    analysis: hasPublicFields ? analysis : null
+    analysis: hasPublicFields ? publicAnalysis : null
   };
 }

lib/types.ts

@@ -80,6 +80,7 @@ export type Filing = {
     model?: string;
     text?: string;
     legacyInsights?: string;
+    companyMetrics?: string[];
     extraction?: FilingExtraction;
     extractionMeta?: FilingExtractionMeta;
   } | null;