Neon-Desk/lib/server/task-processors.outcomes.test.ts

import {
  beforeEach,
  describe,
  expect,
  it,
  mock
} from 'bun:test';
import type { Filing, Holding, Task } from '@/lib/types';

const stageUpdates: Array<{
  taskId: string;
  stage: string;
  detail: string | null;
  context: Record<string, unknown> | null;
}> = [];

const mockRunAiAnalysis = mock(async (_prompt: string, _instruction: string, options?: { workload?: string }) => {
  if (options?.workload === 'extraction') {
    return {
      provider: 'zhipu',
      model: 'glm-extract',
      text: JSON.stringify({
        summary: 'Revenue growth remained resilient despite FX pressure.',
        keyPoints: ['Revenue up year-over-year'],
        redFlags: ['Debt service burden is rising'],
        followUpQuestions: ['Is margin guidance sustainable?'],
        portfolioSignals: ['Monitor leverage trend'],
        segmentSpecificData: ['Services segment outgrew hardware segment.'],
        geographicRevenueBreakdown: ['EMEA revenue grew faster than Americas.'],
        companySpecificData: ['Same-store sales increased 4.2%.'],
        secApiCrossChecks: ['Revenue from SEC API aligns with filing narrative.'],
        confidence: 0.72
      })
    };
  }

  return {
    provider: 'zhipu',
    model: options?.workload === 'report' ? 'glm-report' : 'glm-generic',
    text: 'Structured output'
  };
});

const mockBuildPortfolioSummary = mock((_holdings: Holding[]) => ({
  positions: 14,
  total_value: '100000',
  total_gain_loss: '1000',
  total_cost_basis: '99000',
  avg_return_pct: '0.01'
}));

const mockGetQuote = mock(async (ticker: string) => {
  return ticker === 'MSFT' ? 410 : 205;
});

const mockIndexSearchDocuments = mock(async (input: {
  onStage?: (stage: 'collect' | 'fetch' | 'chunk' | 'embed' | 'persist', detail: string, context?: Record<string, unknown> | null) => Promise<void> | void;
}) => {
  await input.onStage?.('collect', 'Collected 12 source records for search indexing', {
    counters: {
      sourcesCollected: 12,
      deleted: 3
    }
  });
  await input.onStage?.('fetch', 'Preparing filing_brief 0000320193-26-000001', {
    progress: {
      current: 1,
      total: 12,
      unit: 'sources'
    },
    subject: {
      ticker: 'AAPL',
      accessionNumber: '0000320193-26-000001'
    }
  });
  await input.onStage?.('embed', 'Embedding 248 chunks for 0000320193-26-000001', {
    progress: {
      current: 1,
      total: 12,
      unit: 'sources'
    },
    counters: {
      chunksEmbedded: 248
    }
  });

  return {
    sourcesCollected: 12,
    indexed: 12,
    skipped: 1,
    deleted: 3,
    chunksEmbedded: 248
  };
});

const sampleFiling = (): Filing => ({
  id: 1,
  ticker: 'AAPL',
  filing_type: '10-Q',
  filing_date: '2026-01-30',
  accession_number: '0000320193-26-000001',
  cik: '0000320193',
  company_name: 'Apple Inc.',
  filing_url: 'https://www.sec.gov/Archives/edgar/data/320193/000032019326000001/a10q.htm',
  submission_url: 'https://data.sec.gov/submissions/CIK0000320193.json',
  primary_document: 'a10q.htm',
  metrics: {
    revenue: 120_000_000_000,
    netIncome: 25_000_000_000,
    totalAssets: 410_000_000_000,
    cash: 70_000_000_000,
    debt: 98_000_000_000
  },
  analysis: null,
  created_at: '2026-01-30T00:00:00.000Z',
  updated_at: '2026-01-30T00:00:00.000Z'
});

const mockGetFilingByAccession = mock(async () => sampleFiling());
const mockListFilingsRecords = mock(async () => [sampleFiling(), {
  ...sampleFiling(),
  id: 2,
  accession_number: '0000320193-26-000002',
  filing_date: '2026-02-28'
}]);
const mockSaveFilingAnalysis = mock(async () => {});
const mockUpdateFilingMetricsById = mock(async () => {});
const mockUpsertFilingsRecords = mock(async () => ({
  inserted: 2,
  updated: 0
}));

const mockDeleteCompanyFinancialBundlesForTicker = mock(async () => {});
const mockGetFilingTaxonomySnapshotByFilingId = mock(async () => null);
const mockUpsertFilingTaxonomySnapshot = mock(async () => {});
const mockApplyRefreshedPrices = mock(async () => 24);
const mockListHoldingsForPriceRefresh = mock(async () => [
  {
    id: 1,
    user_id: 'user-1',
    ticker: 'AAPL',
    company_name: 'Apple Inc.',
    shares: '10',
    avg_cost: '150',
    current_price: '200',
    market_value: '2000',
    gain_loss: '500',
    gain_loss_pct: '0.33',
    last_price_at: null,
    created_at: '2026-03-09T00:00:00.000Z',
    updated_at: '2026-03-09T00:00:00.000Z'
  },
  {
    id: 2,
    user_id: 'user-1',
    ticker: 'MSFT',
    company_name: 'Microsoft Corporation',
    shares: '4',
    avg_cost: '300',
    current_price: '400',
    market_value: '1600',
    gain_loss: '400',
    gain_loss_pct: '0.25',
    last_price_at: null,
    created_at: '2026-03-09T00:00:00.000Z',
    updated_at: '2026-03-09T00:00:00.000Z'
  }
]);
const mockListUserHoldings = mock(async () => await mockListHoldingsForPriceRefresh());
const mockCreatePortfolioInsight = mock(async () => {});
const mockUpdateTaskStage = mock(async (taskId: string, stage: string, detail: string | null, context?: Record<string, unknown> | null) => {
  stageUpdates.push({
    taskId,
    stage,
    detail,
    context: context ?? null
  });
});
const mockFetchPrimaryFilingText = mock(async () => ({
  text: 'Revenue accelerated in services and margins improved.',
  source: 'primary_document' as const
}));
const mockFetchRecentFilings = mock(async () => ([
  {
    ticker: 'AAPL',
    filingType: '10-Q',
    filingDate: '2026-01-30',
    accessionNumber: '0000320193-26-000001',
    cik: '0000320193',
    companyName: 'Apple Inc.',
    filingUrl: 'https://www.sec.gov/Archives/edgar/data/320193/000032019326000001/a10q.htm',
    submissionUrl: 'https://data.sec.gov/submissions/CIK0000320193.json',
    primaryDocument: 'a10q.htm'
  },
  {
    ticker: 'AAPL',
    filingType: '10-K',
    filingDate: '2025-10-30',
    accessionNumber: '0000320193-25-000001',
    cik: '0000320193',
    companyName: 'Apple Inc.',
    filingUrl: 'https://www.sec.gov/Archives/edgar/data/320193/000032019325000001/a10k.htm',
    submissionUrl: 'https://data.sec.gov/submissions/CIK0000320193.json',
    primaryDocument: 'a10k.htm'
  }
]));
const mockEnqueueTask = mock(async () => ({
  id: 'search-task-1'
}));
const mockHydrateFilingTaxonomySnapshot = mock(async (input: { filingId: number }) => ({
  filing_id: input.filingId,
  ticker: 'AAPL',
  filing_date: '2026-01-30',
  filing_type: '10-Q',
  parse_status: 'ready',
  parse_error: null,
  source: 'xbrl_instance',
  periods: [],
  statement_rows: {
    income: [],
    balance: [],
    cash_flow: [],
    equity: [],
    comprehensive_income: []
  },
  derived_metrics: {
    revenue: 120_000_000_000
  },
  validation_result: {
    status: 'matched',
    checks: [],
    validatedAt: '2026-03-09T00:00:00.000Z'
  },
  facts_count: 1,
  concepts_count: 1,
  dimensions_count: 0,
  assets: [],
  concepts: [],
  facts: [],
  metric_validations: []
}));

mock.module('@/lib/server/ai', () => ({
  runAiAnalysis: mockRunAiAnalysis
}));
mock.module('@/lib/server/portfolio', () => ({
  buildPortfolioSummary: mockBuildPortfolioSummary
}));
mock.module('@/lib/server/prices', () => ({
  getQuote: mockGetQuote
}));
mock.module('@/lib/server/search', () => ({
  indexSearchDocuments: mockIndexSearchDocuments
}));
mock.module('@/lib/server/repos/filings', () => ({
  getFilingByAccession: mockGetFilingByAccession,
  listFilingsRecords: mockListFilingsRecords,
  saveFilingAnalysis: mockSaveFilingAnalysis,
  updateFilingMetricsById: mockUpdateFilingMetricsById,
  upsertFilingsRecords: mockUpsertFilingsRecords
}));
mock.module('@/lib/server/repos/company-financial-bundles', () => ({
  deleteCompanyFinancialBundlesForTicker: mockDeleteCompanyFinancialBundlesForTicker
}));
mock.module('@/lib/server/repos/filing-taxonomy', () => ({
  getFilingTaxonomySnapshotByFilingId: mockGetFilingTaxonomySnapshotByFilingId,
  upsertFilingTaxonomySnapshot: mockUpsertFilingTaxonomySnapshot
}));
mock.module('@/lib/server/repos/holdings', () => ({
  applyRefreshedPrices: mockApplyRefreshedPrices,
  listHoldingsForPriceRefresh: mockListHoldingsForPriceRefresh,
  listUserHoldings: mockListUserHoldings
}));
mock.module('@/lib/server/repos/insights', () => ({
  createPortfolioInsight: mockCreatePortfolioInsight
}));
mock.module('@/lib/server/repos/tasks', () => ({
  updateTaskStage: mockUpdateTaskStage
}));
mock.module('@/lib/server/sec', () => ({
  fetchPrimaryFilingText: mockFetchPrimaryFilingText,
  fetchRecentFilings: mockFetchRecentFilings
}));
mock.module('@/lib/server/tasks', () => ({
  enqueueTask: mockEnqueueTask
}));
mock.module('@/lib/server/taxonomy/engine', () => ({
  hydrateFilingTaxonomySnapshot: mockHydrateFilingTaxonomySnapshot
}));

const { runTaskProcessor } = await import('./task-processors');

function taskFactory(overrides: Partial<Task> = {}): Task {
  return {
    id: 'task-1',
    user_id: 'user-1',
    task_type: 'sync_filings',
    status: 'running',
    stage: 'running',
    stage_detail: 'Running',
    stage_context: null,
    resource_key: null,
    notification_read_at: null,
    notification_silenced_at: null,
    priority: 50,
    payload: {},
    result: null,
    error: null,
    attempts: 1,
    max_attempts: 3,
    workflow_run_id: 'run-1',
    created_at: '2026-03-09T00:00:00.000Z',
    updated_at: '2026-03-09T00:00:00.000Z',
    finished_at: null,
    notification: {
      title: 'Task',
      statusLine: 'Running',
      detailLine: null,
      tone: 'info',
      progress: null,
      stats: [],
      actions: []
    },
    ...overrides
  };
}

describe('task processor outcomes', () => {
  beforeEach(() => {
    stageUpdates.length = 0;
    mockRunAiAnalysis.mockClear();
    mockGetQuote.mockClear();
    mockIndexSearchDocuments.mockClear();
    mockSaveFilingAnalysis.mockClear();
    mockCreatePortfolioInsight.mockClear();
    mockUpdateTaskStage.mockClear();
    mockEnqueueTask.mockClear();
  });

  it('returns sync filing completion detail and progress context', async () => {
    const outcome = await runTaskProcessor(taskFactory({
      task_type: 'sync_filings',
      payload: {
        ticker: 'AAPL',
        limit: 2
      }
    }));

    expect(outcome.completionDetail).toContain('Synced 2 filings for AAPL');
    expect(outcome.result.fetched).toBe(2);
    expect(outcome.result.searchTaskId).toBe('search-task-1');
    expect(outcome.completionContext?.counters?.hydrated).toBe(2);
    expect(stageUpdates.some((entry) => entry.stage === 'sync.extract_taxonomy' && entry.context?.subject)).toBe(true);
  });

  it('returns refresh price completion detail with live quote progress', async () => {
    const outcome = await runTaskProcessor(taskFactory({
      task_type: 'refresh_prices'
    }));

    expect(outcome.completionDetail).toBe('Refreshed prices for 2 tickers across 2 holdings.');
    expect(outcome.result.updatedCount).toBe(24);
    expect(stageUpdates.filter((entry) => entry.stage === 'refresh.fetch_quotes')).toHaveLength(3);
    expect(stageUpdates.at(-1)?.context?.counters).toBeDefined();
  });

  it('returns analyze filing completion detail with report metadata', async () => {
    const outcome = await runTaskProcessor(taskFactory({
      task_type: 'analyze_filing',
      payload: {
        accessionNumber: '0000320193-26-000001'
      }
    }));

    expect(outcome.completionDetail).toBe('Analysis report generated for AAPL 10-Q 0000320193-26-000001.');
    expect(outcome.result.ticker).toBe('AAPL');
    expect(outcome.result.filingType).toBe('10-Q');
    expect(outcome.result.model).toBe('glm-report');
    expect(mockSaveFilingAnalysis).toHaveBeenCalled();
  });

  it('returns index search completion detail and counters', async () => {
    const outcome = await runTaskProcessor(taskFactory({
      task_type: 'index_search',
      payload: {
        ticker: 'AAPL',
        sourceKinds: ['filing_brief']
      }
    }));

    expect(outcome.completionDetail).toBe('Indexed 12 sources, embedded 248 chunks, skipped 1, deleted 3 stale documents.');
    expect(outcome.result.indexed).toBe(12);
    expect(outcome.completionContext?.counters?.chunksEmbedded).toBe(248);
    expect(stageUpdates.some((entry) => entry.stage === 'search.embed')).toBe(true);
  });

  it('returns portfolio insight completion detail and summary payload', async () => {
    const outcome = await runTaskProcessor(taskFactory({
      task_type: 'portfolio_insights'
    }));

    expect(outcome.completionDetail).toBe('Generated portfolio insight for 14 holdings.');
    expect(outcome.result.provider).toBe('zhipu');
    expect(outcome.result.summary).toEqual({
      positions: 14,
      total_value: '100000',
      total_gain_loss: '1000',
      total_cost_basis: '99000',
      avg_return_pct: '0.01'
    });
    expect(mockCreatePortfolioInsight).toHaveBeenCalled();
  });
});