Rebuild company overview analysis page

lib/server/api/app.ts

@@ -70,6 +70,10 @@ import {
   upsertWatchlistItemRecord
 } from '@/lib/server/repos/watchlist';
 import { getPriceHistory, getQuote } from '@/lib/server/prices';
+import { synthesizeCompanyOverview } from '@/lib/server/company-overview-synthesis';
+import { getRecentDevelopments } from '@/lib/server/recent-developments';
+import { deriveValuationSnapshot, getSecCompanyProfile, toCompanyProfile } from '@/lib/server/sec-company-profile';
+import { getCompanyDescription } from '@/lib/server/sec-description';
 import { answerSearchQuery, searchKnowledgeBase } from '@/lib/server/search';
 import {
   enqueueTask,
@@ -1362,13 +1366,15 @@ export const app = new Elysia({ prefix: '/api' })
       return jsonError('ticker is required');
     }
 
-    const [filings, holding, watchlistItem, liveQuote, priceHistory, journalPreview] = await Promise.all([
+    const [filings, holding, watchlistItem, liveQuote, priceHistory, journalPreview, memo, secProfile] = await Promise.all([
       listFilingsRecords({ ticker, limit: 40 }),
       getHoldingByTicker(session.user.id, ticker),
       getWatchlistItemByTicker(session.user.id, ticker),
       getQuote(ticker),
       getPriceHistory(ticker),
-      listResearchJournalEntries(session.user.id, ticker, 6)
+      listResearchJournalEntries(session.user.id, ticker, 6),
+      getResearchMemoByTicker(session.user.id, ticker),
+      getSecCompanyProfile(ticker)
     ]);
     const redactedFilings = filings
       .map(redactInternalFilingAnalysisFields)
@@ -1376,6 +1382,7 @@ export const app = new Elysia({ prefix: '/api' })
 
     const latestFiling = redactedFilings[0] ?? null;
     const companyName = latestFiling?.company_name
+      ?? secProfile?.companyName
       ?? holding?.company_name
       ?? watchlistItem?.company_name
       ?? ticker;
@@ -1416,6 +1423,11 @@ export const app = new Elysia({ prefix: '/api' })
         ? (referenceMetrics.netIncome / referenceMetrics.revenue) * 100
         : null
     };
+    const annualFiling = redactedFilings.find((entry) => entry.filing_type === '10-K') ?? null;
+    const [description, synthesizedDevelopments] = await Promise.all([
+      getCompanyDescription(annualFiling),
+      getRecentDevelopments(ticker, { filings: redactedFilings })
+    ]);
     const latestFilingSummary = latestFiling
       ? {
         accessionNumber: latestFiling.accession_number,
@@ -1427,6 +1439,31 @@ export const app = new Elysia({ prefix: '/api' })
         hasAnalysis: Boolean(latestFiling.analysis?.text || latestFiling.analysis?.legacyInsights)
       }
       : null;
+    const companyProfile = toCompanyProfile(secProfile, description);
+    const valuationSnapshot = deriveValuationSnapshot({
+      quote: liveQuote,
+      sharesOutstanding: secProfile?.sharesOutstanding ?? null,
+      revenue: keyMetrics.revenue,
+      cash: keyMetrics.cash,
+      debt: keyMetrics.debt,
+      netIncome: keyMetrics.netIncome
+    });
+    const synthesis = await synthesizeCompanyOverview({
+      ticker,
+      companyName,
+      description,
+      memo,
+      latestFilingSummary,
+      recentAiReports: aiReports.slice(0, 5),
+      recentDevelopments: synthesizedDevelopments.items
+    });
+    const recentDevelopments = {
+      ...synthesizedDevelopments,
+      weeklySnapshot: synthesis.weeklySnapshot,
+      status: synthesizedDevelopments.items.length > 0
+        ? synthesis.weeklySnapshot ? 'ready' : 'partial'
+        : synthesis.weeklySnapshot ? 'partial' : 'unavailable'
+    } as const;
 
     return Response.json({
       analysis: {
@@ -1453,7 +1490,11 @@ export const app = new Elysia({ prefix: '/api' })
         journalPreview,
         recentAiReports: aiReports.slice(0, 5),
         latestFilingSummary,
-        keyMetrics
+        keyMetrics,
+        companyProfile,
+        valuationSnapshot,
+        bullBear: synthesis.bullBear,
+        recentDevelopments
       }
     });
   }, {

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

@@ -485,6 +485,14 @@ if (process.env.RUN_TASK_WORKFLOW_E2E === '1') {
         latestFilingSummary: { accessionNumber: string; summary: string | null } | null;
         keyMetrics: { revenue: number | null; netMargin: number | null };
         position: { company_name: string | null } | null;
+        companyProfile: { source: string; description: string | null };
+        valuationSnapshot: { source: string; marketCap: number | null; evToRevenue: number | null };
+        bullBear: { source: string; bull: string[]; bear: string[] };
+        recentDevelopments: {
+          status: string;
+          items: Array<{ kind: string; accessionNumber: string | null }>;
+          weeklySnapshot: { source: string; itemCount: number } | null;
+        };
       };
     }).analysis;
 
@@ -499,6 +507,12 @@ if (process.env.RUN_TASK_WORKFLOW_E2E === '1') {
     expect(payload.keyMetrics.revenue).toBe(41000000000);
     expect(payload.keyMetrics.netMargin).not.toBeNull();
     expect(payload.position?.company_name).toBe('Netflix, Inc.');
+    expect(['sec_derived', 'unavailable']).toContain(payload.companyProfile.source);
+    expect(['derived', 'partial', 'unavailable']).toContain(payload.valuationSnapshot.source);
+    expect(['ai_synthesized', 'memo_fallback', 'unavailable']).toContain(payload.bullBear.source);
+    expect(['ready', 'partial', 'unavailable']).toContain(payload.recentDevelopments.status);
+    expect(payload.recentDevelopments.items[0]?.accessionNumber).toBe('0000000000-26-000777');
+    expect(payload.recentDevelopments.weeklySnapshot?.itemCount ?? 0).toBeGreaterThanOrEqual(1);
 
     const updatedEntry = await jsonRequest('PATCH', `/api/research/journal/${entryId}`, {
       title: 'Thesis refresh v2',