Auto-queue filings sync on new ticker inserts

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: {

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) {