From b55fbf094272e6361eaedc383f2adb309e5edfdd Mon Sep 17 00:00:00 2001
From: francy51 <francesco12382@gmail.com>
Date: Sun, 1 Mar 2026 18:55:59 -0500
Subject: [PATCH] Auto-queue filings sync on new ticker inserts

---
 lib/server/api/app.ts         | 36 +++++++++++++++++++++++++----
 lib/server/repos/holdings.ts  | 10 ++++++--
 lib/server/repos/watchlist.ts | 43 +++++++++++++++++++++++++++--------
 3 files changed, 73 insertions(+), 16 deletions(-)

diff --git a/lib/server/api/app.ts b/lib/server/api/app.ts
index 3fa64f0..e0e40b0 100644
--- a/lib/server/api/app.ts
+++ b/lib/server/api/app.ts
@@ -28,6 +28,7 @@ import {
 
 const ALLOWED_STATUSES: TaskStatus[] = ['queued', 'running', 'completed', 'failed'];
 const FINANCIAL_FORMS: ReadonlySet<Filing['filing_type']> = new Set(['10-K', '10-Q']);
+const AUTO_FILING_SYNC_LIMIT = 20;
 
 function asRecord(value: unknown): Record<string, unknown> {
   if (!value || typeof value !== 'object' || Array.isArray(value)) {
@@ -53,6 +54,25 @@ function withFinancialMetricsPolicy(filing: Filing): Filing {
   };
 }
 
+async function queueAutoFilingSync(userId: string, ticker: string) {
+  try {
+    await enqueueTask({
+      userId,
+      taskType: 'sync_filings',
+      payload: {
+        ticker,
+        limit: AUTO_FILING_SYNC_LIMIT
+      },
+      priority: 90
+    });
+
+    return true;
+  } catch (error) {
+    console.error(`[auto-filing-sync] failed for ${ticker}:`, error);
+    return false;
+  }
+}
+
 const authHandler = ({ request }: { request: Request }) => auth.handler(request);
 
 export const app = new Elysia({ prefix: '/api' })
@@ -112,14 +132,18 @@ export const app = new Elysia({ prefix: '/api' })
     }
 
     try {
-      const item = await upsertWatchlistItemRecord({
+      const { item, created } = await upsertWatchlistItemRecord({
         userId: session.user.id,
         ticker,
         companyName,
         sector
       });
 
-      return Response.json({ item });
+      const autoFilingSyncQueued = created
+        ? await queueAutoFilingSync(session.user.id, ticker)
+        : false;
+
+      return Response.json({ item, autoFilingSyncQueued });
     } catch (error) {
       return jsonError(asErrorMessage(error, 'Failed to create watchlist item'));
     }
@@ -189,7 +213,7 @@ export const app = new Elysia({ prefix: '/api' })
     try {
       const currentPrice = asPositiveNumber(payload.currentPrice) ?? avgCost;
 
-      const holding = await upsertHoldingRecord({
+      const { holding, created } = await upsertHoldingRecord({
         userId: session.user.id,
         ticker,
         shares,
@@ -197,7 +221,11 @@ export const app = new Elysia({ prefix: '/api' })
         currentPrice
       });
 
-      return Response.json({ holding });
+      const autoFilingSyncQueued = created
+        ? await queueAutoFilingSync(session.user.id, ticker)
+        : false;
+
+      return Response.json({ holding, autoFilingSyncQueued });
     } catch (error) {
       return jsonError(asErrorMessage(error, 'Failed to save holding'));
     }
diff --git a/lib/server/repos/holdings.ts b/lib/server/repos/holdings.ts
index 4467081..e2f4afe 100644
--- a/lib/server/repos/holdings.ts
+++ b/lib/server/repos/holdings.ts
@@ -96,7 +96,10 @@ export async function upsertHoldingRecord(input: {
       .where(eq(holding.id, existing.id))
       .returning();
 
-    return toHolding(updated);
+    return {
+      holding: toHolding(updated),
+      created: false
+    };
   }
 
   const normalized = normalizeHoldingInput({
@@ -140,7 +143,10 @@ export async function upsertHoldingRecord(input: {
     })
     .returning();
 
-  return toHolding(inserted);
+  return {
+    holding: toHolding(inserted),
+    created: true
+  };
 }
 
 export async function updateHoldingByIdRecord(input: {
diff --git a/lib/server/repos/watchlist.ts b/lib/server/repos/watchlist.ts
index f638d67..9a47156 100644
--- a/lib/server/repos/watchlist.ts
+++ b/lib/server/repos/watchlist.ts
@@ -32,25 +32,48 @@ export async function upsertWatchlistItemRecord(input: {
   companyName: string;
   sector?: string;
 }) {
-  const [row] = await db
+  const normalizedTicker = input.ticker.trim().toUpperCase();
+  const normalizedSector = input.sector?.trim() ? input.sector.trim() : null;
+  const now = new Date().toISOString();
+
+  const [inserted] = await db
     .insert(watchlistItem)
     .values({
       user_id: input.userId,
-      ticker: input.ticker,
+      ticker: normalizedTicker,
       company_name: input.companyName,
-      sector: input.sector?.trim() ? input.sector.trim() : null,
-      created_at: new Date().toISOString()
+      sector: normalizedSector,
+      created_at: now
     })
-    .onConflictDoUpdate({
+    .onConflictDoNothing({
       target: [watchlistItem.user_id, watchlistItem.ticker],
-      set: {
-        company_name: input.companyName,
-        sector: input.sector?.trim() ? input.sector.trim() : null
-      }
     })
     .returning();
 
-  return toWatchlistItem(row);
+  if (inserted) {
+    return {
+      item: toWatchlistItem(inserted),
+      created: true
+    };
+  }
+
+  const [updated] = await db
+    .update(watchlistItem)
+    .set({
+      company_name: input.companyName,
+      sector: normalizedSector
+    })
+    .where(and(eq(watchlistItem.user_id, input.userId), eq(watchlistItem.ticker, normalizedTicker)))
+    .returning();
+
+  if (!updated) {
+    throw new Error(`Watchlist item ${normalizedTicker} was not found after upsert conflict resolution`);
+  }
+
+  return {
+    item: toWatchlistItem(updated),
+    created: false
+  };
 }
 
 export async function deleteWatchlistItemRecord(userId: string, id: number) {