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

import type { Filing, Holding, Task } from '@/lib/types';
import { runOpenClawAnalysis } from '@/lib/server/openclaw';
import { buildPortfolioSummary } from '@/lib/server/portfolio';
import { getQuote } from '@/lib/server/prices';
import {
  getFilingByAccession,
  saveFilingAnalysis,
  upsertFilingsRecords
} from '@/lib/server/repos/filings';
import {
  applyRefreshedPrices,
  listHoldingsForPriceRefresh,
  listUserHoldings
} from '@/lib/server/repos/holdings';
import { createPortfolioInsight } from '@/lib/server/repos/insights';
import { fetchFilingMetrics, fetchRecentFilings } from '@/lib/server/sec';

function toTaskResult(value: unknown): Record<string, unknown> {
  if (!value || typeof value !== 'object' || Array.isArray(value)) {
    return { value };
  }

  return value as Record<string, unknown>;
}

function parseTicker(raw: unknown) {
  if (typeof raw !== 'string' || raw.trim().length < 1) {
    throw new Error('Ticker is required');
  }

  return raw.trim().toUpperCase();
}

function parseLimit(raw: unknown, fallback: number, min: number, max: number) {
  const numberValue = typeof raw === 'number' ? raw : Number(raw);

  if (!Number.isFinite(numberValue)) {
    return fallback;
  }

  const intValue = Math.trunc(numberValue);
  return Math.min(Math.max(intValue, min), max);
}

function filingLinks(filing: {
  filingUrl: string | null;
  submissionUrl: string | null;
}) {
  const links: Array<{ link_type: string; url: string }> = [];

  if (filing.filingUrl) {
    links.push({ link_type: 'primary_document', url: filing.filingUrl });
  }

  if (filing.submissionUrl) {
    links.push({ link_type: 'submission_index', url: filing.submissionUrl });
  }

  return links;
}

async function processSyncFilings(task: Task) {
  const ticker = parseTicker(task.payload.ticker);
  const limit = parseLimit(task.payload.limit, 20, 1, 50);
  const filings = await fetchRecentFilings(ticker, limit);
  const metricsByCik = new Map<string, Filing['metrics']>();

  for (const filing of filings) {
    if (!metricsByCik.has(filing.cik)) {
      const metrics = await fetchFilingMetrics(filing.cik, filing.ticker);
      metricsByCik.set(filing.cik, metrics);
    }
  }

  const saveResult = await upsertFilingsRecords(
    filings.map((filing) => ({
      ticker: filing.ticker,
      filing_type: filing.filingType,
      filing_date: filing.filingDate,
      accession_number: filing.accessionNumber,
      cik: filing.cik,
      company_name: filing.companyName,
      filing_url: filing.filingUrl,
      submission_url: filing.submissionUrl,
      primary_document: filing.primaryDocument,
      metrics: metricsByCik.get(filing.cik) ?? null,
      links: filingLinks(filing)
    }))
  );

  return {
    ticker,
    fetched: filings.length,
    inserted: saveResult.inserted,
    updated: saveResult.updated
  };
}

async function processRefreshPrices(task: Task) {
  const userId = task.user_id;
  if (!userId) {
    throw new Error('Task is missing user scope');
  }

  const userHoldings = await listHoldingsForPriceRefresh(userId);
  const tickers = [...new Set(userHoldings.map((entry) => entry.ticker))];
  const quotes = new Map<string, number>();

  for (const ticker of tickers) {
    const quote = await getQuote(ticker);
    quotes.set(ticker, quote);
  }

  const updatedCount = await applyRefreshedPrices(userId, quotes, new Date().toISOString());

  return {
    updatedCount,
    totalTickers: tickers.length
  };
}

async function processAnalyzeFiling(task: Task) {
  const accessionNumber = typeof task.payload.accessionNumber === 'string'
    ? task.payload.accessionNumber
    : '';

  if (!accessionNumber) {
    throw new Error('accessionNumber is required');
  }

  const filing = await getFilingByAccession(accessionNumber);

  if (!filing) {
    throw new Error(`Filing ${accessionNumber} not found`);
  }

  const prompt = [
    'You are a fiscal research assistant focused on regulatory signals.',
    `Analyze this SEC filing from ${filing.company_name} (${filing.ticker}).`,
    `Form: ${filing.filing_type}`,
    `Filed: ${filing.filing_date}`,
    `Metrics: ${JSON.stringify(filing.metrics ?? {})}`,
    'Return concise sections: Thesis, Red Flags, Follow-up Questions, Portfolio Impact.'
  ].join('\n');

  const analysis = await runOpenClawAnalysis(prompt, 'Use concise institutional analyst language.');

  await saveFilingAnalysis(accessionNumber, {
    provider: analysis.provider,
    model: analysis.model,
    text: analysis.text
  });

  return {
    accessionNumber,
    provider: analysis.provider,
    model: analysis.model
  };
}

function holdingDigest(holdings: Holding[]) {
  return holdings.map((holding) => ({
    ticker: holding.ticker,
    shares: holding.shares,
    avgCost: holding.avg_cost,
    currentPrice: holding.current_price,
    marketValue: holding.market_value,
    gainLoss: holding.gain_loss,
    gainLossPct: holding.gain_loss_pct
  }));
}

async function processPortfolioInsights(task: Task) {
  const userId = task.user_id;
  if (!userId) {
    throw new Error('Task is missing user scope');
  }

  const userHoldings = await listUserHoldings(userId);
  const summary = buildPortfolioSummary(userHoldings);

  const prompt = [
    'Generate portfolio intelligence with actionable recommendations.',
    `Portfolio summary: ${JSON.stringify(summary)}`,
    `Holdings: ${JSON.stringify(holdingDigest(userHoldings))}`,
    'Respond with: 1) health score (0-100), 2) top 3 risks, 3) top 3 opportunities, 4) next actions in 7 days.'
  ].join('\n');

  const analysis = await runOpenClawAnalysis(prompt, 'Act as a risk-aware buy-side analyst.');

  await createPortfolioInsight({
    userId,
    provider: analysis.provider,
    model: analysis.model,
    content: analysis.text
  });

  return {
    provider: analysis.provider,
    model: analysis.model,
    summary
  };
}

export async function runTaskProcessor(task: Task) {
  switch (task.task_type) {
    case 'sync_filings':
      return toTaskResult(await processSyncFilings(task));
    case 'refresh_prices':
      return toTaskResult(await processRefreshPrices(task));
    case 'analyze_filing':
      return toTaskResult(await processAnalyzeFiling(task));
    case 'portfolio_insights':
      return toTaskResult(await processPortfolioInsights(task));
    default:
      throw new Error(`Unsupported task type: ${task.task_type}`);
  }
}