Neon-Desk/lib/server/company-overview-synthesis.ts

import { isAiConfigured, runAiAnalysis } from '@/lib/server/ai';
import type {
  CompanyAiReport,
  CompanyBullBear,
  RecentDevelopmentItem,
  RecentDevelopmentsWeeklySnapshot,
  ResearchMemo
} from '@/lib/types';

type SynthesisResult = {
  bullBear: CompanyBullBear;
  weeklySnapshot: RecentDevelopmentsWeeklySnapshot | null;
};

type SynthesisOptions = {
  now?: Date;
  runAnalysis?: typeof runAiAnalysis;
  aiConfigured?: boolean;
};

type CacheEntry<T> = {
  expiresAt: number;
  value: T;
};

const SYNTHESIS_CACHE_TTL_MS = 1000 * 60 * 30;
const synthesisCache = new Map<string, CacheEntry<SynthesisResult>>();

function normalizeLine(line: string) {
  return line
    .replace(/^[-*+]\s+/, '')
    .replace(/^\d+\.\s+/, '')
    .replace(/[`#>*_~]/g, ' ')
    .replace(/\[(.*?)\]\((.*?)\)/g, '$1')
    .replace(/\s+/g, ' ')
    .trim();
}

function bulletizeText(value: string | null | undefined, fallback: string[] = []) {
  if (!value) {
    return fallback;
  }

  const lines = value
    .split(/\n+/)
    .map(normalizeLine)
    .filter((line) => line.length >= 18);

  if (lines.length > 0) {
    return lines;
  }

  return value
    .split(/(?<=[.!?])\s+/)
    .map(normalizeLine)
    .filter((sentence) => sentence.length >= 18);
}

function dedupe(items: string[], limit = 5) {
  const seen = new Set<string>();
  const result: string[] = [];

  for (const item of items) {
    const normalized = item.trim();
    if (!normalized) {
      continue;
    }

    const key = normalized.toLowerCase();
    if (seen.has(key)) {
      continue;
    }

    seen.add(key);
    result.push(normalized);

    if (result.length >= limit) {
      break;
    }
  }

  return result;
}

function fallbackBullBear(input: {
  memo: ResearchMemo | null;
  latestFilingSummary: { summary: string | null } | null;
  recentDevelopments: RecentDevelopmentItem[];
}) {
  const bull = dedupe([
    ...bulletizeText(input.memo?.thesis_markdown),
    ...bulletizeText(input.memo?.catalysts_markdown),
    ...bulletizeText(input.latestFilingSummary?.summary)
  ]);
  const bear = dedupe([
    ...bulletizeText(input.memo?.risks_markdown),
    ...bulletizeText(input.memo?.disconfirming_evidence_markdown),
    ...bulletizeText(input.memo?.variant_view_markdown)
  ]);

  const highlights = dedupe(
    input.recentDevelopments
      .slice(0, 3)
      .map((item) => item.summary ?? item.title),
    3
  );
  const summary = highlights.length > 0
    ? `Recent developments centered on ${highlights.join(' ')}`
    : 'No recent SEC development summaries are available yet.';

  return {
    bullBear: {
      source: bull.length > 0 || bear.length > 0 ? 'memo_fallback' : 'unavailable',
      bull,
      bear,
      updatedAt: new Date().toISOString()
    } satisfies CompanyBullBear,
    weeklySummary: {
      summary,
      highlights
    }
  };
}

function parseAiJson(text: string) {
  const fenced = text.match(/```json\s*([\s\S]*?)```/i);
  const raw = fenced?.[1] ?? text;
  const parsed = JSON.parse(raw) as {
    bull?: unknown;
    bear?: unknown;
    weeklySummary?: unknown;
    weeklyHighlights?: unknown;
  };

  const asItems = (value: unknown) => Array.isArray(value)
    ? dedupe(value.filter((item): item is string => typeof item === 'string'), 5)
    : [];

  return {
    bull: asItems(parsed.bull),
    bear: asItems(parsed.bear),
    weeklySummary: typeof parsed.weeklySummary === 'string' ? parsed.weeklySummary.trim() : '',
    weeklyHighlights: asItems(parsed.weeklyHighlights).slice(0, 3)
  };
}

function buildPrompt(input: {
  ticker: string;
  companyName: string;
  description: string | null;
  memo: ResearchMemo | null;
  latestFilingSummary: { summary: string | null; filingType: string; filingDate: string } | null;
  recentAiReports: CompanyAiReport[];
  recentDevelopments: RecentDevelopmentItem[];
}) {
  return [
    'You are synthesizing a public-equity company overview.',
    'Return strict JSON with keys: bull, bear, weeklySummary, weeklyHighlights.',
    'bull and bear must each be arrays of 3 to 5 concise strings.',
    'weeklyHighlights must be an array of up to 3 concise strings.',
    'Do not include markdown, prose before JSON, or code fences unless absolutely necessary.',
    '',
    `Ticker: ${input.ticker}`,
    `Company: ${input.companyName}`,
    `Business description: ${input.description ?? 'n/a'}`,
    `Memo thesis: ${input.memo?.thesis_markdown ?? 'n/a'}`,
    `Memo catalysts: ${input.memo?.catalysts_markdown ?? 'n/a'}`,
    `Memo risks: ${input.memo?.risks_markdown ?? 'n/a'}`,
    `Memo disconfirming evidence: ${input.memo?.disconfirming_evidence_markdown ?? 'n/a'}`,
    `Memo variant view: ${input.memo?.variant_view_markdown ?? 'n/a'}`,
    `Latest filing summary: ${input.latestFilingSummary?.summary ?? 'n/a'}`,
    `Recent AI report summaries: ${input.recentAiReports.map((report) => `${report.filingType} ${report.filingDate}: ${report.summary}`).join(' | ') || 'n/a'}`,
    `Recent developments: ${input.recentDevelopments.map((item) => `${item.kind} ${item.publishedAt}: ${item.summary ?? item.title}`).join(' | ') || 'n/a'}`
  ].join('\n');
}

export async function synthesizeCompanyOverview(
  input: {
    ticker: string;
    companyName: string;
    description: string | null;
    memo: ResearchMemo | null;
    latestFilingSummary: {
      accessionNumber: string;
      filingDate: string;
      filingType: string;
      summary: string | null;
    } | null;
    recentAiReports: CompanyAiReport[];
    recentDevelopments: RecentDevelopmentItem[];
  },
  options?: SynthesisOptions
): Promise<SynthesisResult> {
  const now = options?.now ?? new Date();
  const cacheKey = JSON.stringify({
    ticker: input.ticker,
    description: input.description,
    memoUpdatedAt: input.memo?.updated_at ?? null,
    latestFilingSummary: input.latestFilingSummary?.accessionNumber ?? null,
    recentAiReports: input.recentAiReports.map((report) => report.accessionNumber),
    recentDevelopments: input.recentDevelopments.map((item) => item.id)
  });
  const cached = synthesisCache.get(cacheKey);

  if (cached && cached.expiresAt > Date.now()) {
    return cached.value;
  }

  const fallback = fallbackBullBear(input);
  const buildWeeklySnapshot = (source: 'ai_synthesized' | 'heuristic', summary: string, highlights: string[]) => ({
    summary,
    highlights,
    itemCount: input.recentDevelopments.length,
    startDate: new Date(now.getTime() - 6 * 24 * 60 * 60 * 1000).toISOString().slice(0, 10),
    endDate: now.toISOString().slice(0, 10),
    updatedAt: now.toISOString(),
    source
  } satisfies RecentDevelopmentsWeeklySnapshot);

  const aiEnabled = options?.aiConfigured ?? isAiConfigured();
  if (!aiEnabled) {
    const result = {
      bullBear: fallback.bullBear,
      weeklySnapshot: buildWeeklySnapshot('heuristic', fallback.weeklySummary.summary, fallback.weeklySummary.highlights)
    };
    synthesisCache.set(cacheKey, { value: result, expiresAt: Date.now() + SYNTHESIS_CACHE_TTL_MS });
    return result;
  }

  try {
    const runAnalysis = options?.runAnalysis ?? runAiAnalysis;
    const aiResult = await runAnalysis(
      buildPrompt(input),
      'Respond with strict JSON only.',
      { workload: 'report' }
    );
    const parsed = parseAiJson(aiResult.text);
    const bull = parsed.bull.length > 0 ? parsed.bull : fallback.bullBear.bull;
    const bear = parsed.bear.length > 0 ? parsed.bear : fallback.bullBear.bear;
    const summary = parsed.weeklySummary || fallback.weeklySummary.summary;
    const highlights = parsed.weeklyHighlights.length > 0 ? parsed.weeklyHighlights : fallback.weeklySummary.highlights;

    const result = {
      bullBear: {
        source: bull.length > 0 || bear.length > 0 ? 'ai_synthesized' : fallback.bullBear.source,
        bull,
        bear,
        updatedAt: now.toISOString()
      } satisfies CompanyBullBear,
      weeklySnapshot: buildWeeklySnapshot(
        summary || highlights.length > 0 ? 'ai_synthesized' : 'heuristic',
        summary || fallback.weeklySummary.summary,
        highlights
      )
    };
    synthesisCache.set(cacheKey, { value: result, expiresAt: Date.now() + SYNTHESIS_CACHE_TTL_MS });
    return result;
  } catch {
    const result = {
      bullBear: fallback.bullBear,
      weeklySnapshot: buildWeeklySnapshot('heuristic', fallback.weeklySummary.summary, fallback.weeklySummary.highlights)
    };
    synthesisCache.set(cacheKey, { value: result, expiresAt: Date.now() + SYNTHESIS_CACHE_TTL_MS });
    return result;
  }
}

export const __companyOverviewSynthesisInternals = {
  bulletizeText,
  dedupe,
  fallbackBullBear,
  parseAiJson
};