Neon-Desk/lib/types.ts

export type User = {
  id: string;
  email: string;
  name: string | null;
  image: string | null;
};

export type WatchlistItem = {
  id: number;
  user_id: string;
  ticker: string;
  company_name: string;
  sector: string | null;
  created_at: string;
};

export type Holding = {
  id: number;
  user_id: string;
  ticker: string;
  shares: string;
  avg_cost: string;
  current_price: string | null;
  market_value: string;
  gain_loss: string;
  gain_loss_pct: string;
  last_price_at: string | null;
  created_at: string;
  updated_at: string;
};

export type PortfolioSummary = {
  positions: number;
  total_value: string;
  total_gain_loss: string;
  total_cost_basis: string;
  avg_return_pct: string;
};

export type FilingExtraction = {
  summary: string;
  keyPoints: string[];
  redFlags: string[];
  followUpQuestions: string[];
  portfolioSignals: string[];
  segmentSpecificData: string[];
  geographicRevenueBreakdown: string[];
  companySpecificData: string[];
  secApiCrossChecks: string[];
  confidence: number;
};

export type FilingExtractionMeta = {
  provider: string;
  model: string;
  source: 'primary_document' | 'metadata_fallback';
  generatedAt: string;
};

export type Filing = {
  id: number;
  ticker: string;
  filing_type: '10-K' | '10-Q' | '8-K';
  filing_date: string;
  accession_number: string;
  cik: string;
  company_name: string;
  filing_url: string | null;
  submission_url?: string | null;
  primary_document?: string | null;
  metrics: {
    revenue: number | null;
    netIncome: number | null;
    totalAssets: number | null;
    cash: number | null;
    debt: number | null;
  } | null;
  analysis: {
    provider?: string;
    model?: string;
    text?: string;
    legacyInsights?: string;
    extraction?: FilingExtraction;
    extractionMeta?: FilingExtractionMeta;
  } | null;
  created_at: string;
  updated_at: string;
};

export type TaskStatus = 'queued' | 'running' | 'completed' | 'failed';
export type TaskType = 'sync_filings' | 'refresh_prices' | 'analyze_filing' | 'portfolio_insights';

export type Task = {
  id: string;
  user_id: string;
  task_type: TaskType;
  status: TaskStatus;
  priority: number;
  payload: Record<string, unknown>;
  result: Record<string, unknown> | null;
  error: string | null;
  attempts: number;
  max_attempts: number;
  workflow_run_id?: string | null;
  created_at: string;
  updated_at: string;
  finished_at: string | null;
};

export type PortfolioInsight = {
  id: number;
  user_id: string;
  provider: string;
  model: string;
  content: string;
  created_at: string;
};

export type CompanyFinancialPoint = {
  filingDate: string;
  filingType: Filing['filing_type'];
  revenue: number | null;
  netIncome: number | null;
  totalAssets: number | null;
  cash: number | null;
  debt: number | null;
};

export type CompanyAiReport = {
  accessionNumber: string;
  filingDate: string;
  filingType: Filing['filing_type'];
  provider: string;
  model: string;
  summary: string;
};

export type CompanyAiReportDetail = CompanyAiReport & {
  ticker: string;
  companyName: string;
  filingUrl: string | null;
  submissionUrl: string | null;
  primaryDocument: string | null;
};

export type CompanyAnalysis = {
  company: {
    ticker: string;
    companyName: string;
    sector: string | null;
    cik: string | null;
  };
  quote: number;
  position: Holding | null;
  priceHistory: Array<{ date: string; close: number }>;
  financials: CompanyFinancialPoint[];
  filings: Filing[];
  aiReports: CompanyAiReport[];
};