Rebuild company overview analysis page

lib/server/recent-developments.ts

@@ -0,0 +1,161 @@
+import { format } from 'date-fns';
+import type { Filing, RecentDevelopmentItem, RecentDevelopments } from '@/lib/types';
+
+export type RecentDevelopmentSourceContext = {
+  filings: Filing[];
+  now?: Date;
+};
+
+export type RecentDevelopmentSource = {
+  name: string;
+  fetch: (ticker: string, context: RecentDevelopmentSourceContext) => Promise<RecentDevelopmentItem[]>;
+};
+
+type CacheEntry<T> = {
+  expiresAt: number;
+  value: T;
+};
+
+const RECENT_DEVELOPMENTS_CACHE_TTL_MS = 1000 * 60 * 10;
+const recentDevelopmentsCache = new Map<string, CacheEntry<RecentDevelopments>>();
+
+function filingPriority(filing: Filing) {
+  switch (filing.filing_type) {
+    case '8-K':
+      return 0;
+    case '10-Q':
+      return 1;
+    case '10-K':
+      return 2;
+    default:
+      return 3;
+  }
+}
+
+function sortFilings(filings: Filing[]) {
+  return [...filings].sort((left, right) => {
+    const dateDelta = Date.parse(right.filing_date) - Date.parse(left.filing_date);
+    if (dateDelta !== 0) {
+      return dateDelta;
+    }
+
+    return filingPriority(left) - filingPriority(right);
+  });
+}
+
+function buildTitle(filing: Filing) {
+  switch (filing.filing_type) {
+    case '8-K':
+      return `${filing.company_name} filed an 8-K`;
+    case '10-K':
+      return `${filing.company_name} annual filing`;
+    case '10-Q':
+      return `${filing.company_name} quarterly filing`;
+    default:
+      return `${filing.company_name} filing update`;
+  }
+}
+
+function buildSummary(filing: Filing) {
+  const analysisSummary = filing.analysis?.text ?? filing.analysis?.legacyInsights ?? null;
+  if (analysisSummary) {
+    return analysisSummary;
+  }
+
+  const formattedDate = format(new Date(filing.filing_date), 'MMM dd, yyyy');
+  if (filing.filing_type === '8-K') {
+    return `The company disclosed a current report on ${formattedDate}. Review the filing for event-specific detail and attached exhibits.`;
+  }
+
+  return `The company published a ${filing.filing_type} on ${formattedDate}. Review the filing for the latest reported business and financial changes.`;
+}
+
+export const secFilingsDevelopmentSource: RecentDevelopmentSource = {
+  name: 'SEC filings',
+  async fetch(_ticker, context) {
+    const now = context.now ?? new Date();
+    const nowEpoch = now.getTime();
+    const recentFilings = sortFilings(context.filings)
+      .filter((filing) => {
+        const filedAt = Date.parse(filing.filing_date);
+        if (!Number.isFinite(filedAt)) {
+          return false;
+        }
+
+        const ageInDays = (nowEpoch - filedAt) / (1000 * 60 * 60 * 24);
+        if (ageInDays > 14) {
+          return false;
+        }
+
+        return filing.filing_type === '8-K' || filing.filing_type === '10-K' || filing.filing_type === '10-Q';
+      })
+      .slice(0, 8);
+
+    return recentFilings.map((filing) => ({
+      id: `${filing.ticker}-${filing.accession_number}`,
+      kind: filing.filing_type,
+      title: buildTitle(filing),
+      url: filing.filing_url,
+      source: 'SEC filings',
+      publishedAt: filing.filing_date,
+      summary: buildSummary(filing),
+      accessionNumber: filing.accession_number
+    }));
+  }
+};
+
+export const yahooDevelopmentSource: RecentDevelopmentSource | null = null;
+export const investorRelationsRssSource: RecentDevelopmentSource | null = null;
+
+export async function getRecentDevelopments(
+  ticker: string,
+  context: RecentDevelopmentSourceContext,
+  options?: {
+    sources?: RecentDevelopmentSource[];
+    limit?: number;
+  }
+): Promise<RecentDevelopments> {
+  const normalizedTicker = ticker.trim().toUpperCase();
+  const limit = options?.limit ?? 6;
+  const cacheKey = `${normalizedTicker}:${context.filings.map((filing) => filing.accession_number).join(',')}`;
+  const cached = recentDevelopmentsCache.get(cacheKey);
+
+  if (cached && cached.expiresAt > Date.now()) {
+    return cached.value;
+  }
+
+  const sources = options?.sources ?? [secFilingsDevelopmentSource];
+  const itemCollections = await Promise.all(
+    sources.map(async (source) => {
+      try {
+        return await source.fetch(normalizedTicker, context);
+      } catch {
+        return [] satisfies RecentDevelopmentItem[];
+      }
+    })
+  );
+
+  const items = itemCollections
+    .flat()
+    .sort((left, right) => Date.parse(right.publishedAt) - Date.parse(left.publishedAt))
+    .slice(0, limit);
+
+  const result: RecentDevelopments = {
+    status: items.length > 0 ? 'ready' : 'unavailable',
+    items,
+    weeklySnapshot: null
+  };
+
+  recentDevelopmentsCache.set(cacheKey, {
+    value: result,
+    expiresAt: Date.now() + RECENT_DEVELOPMENTS_CACHE_TTL_MS
+  });
+
+  return result;
+}
+
+export const __recentDevelopmentsInternals = {
+  buildSummary,
+  buildTitle,
+  sortFilings
+};