investor-flow/app/src/lib/trpc.ts

// Thin typed client over the tRPC backend (DESIGN.md §2). Slice 1 uses a fetch wrapper
// rather than @trpc/client to keep the Next app decoupled from the server's Node-native
// type graph; the server is a real tRPC server and full end-to-end client types can be
// layered later without changing this surface.
export interface Quote {
  symbol: string;
  price: number;
  bid?: number | null;
  ask?: number | null;
  change?: number | null;
  changePercent?: number | null;
  iv?: number | null;
}
export interface PriceCandle {
  ts: string;
  o: number;
  h: number;
  l: number;
  c: number;
  v: number;
  adjClose?: number | null;
}
export interface SymbolMeta {
  symbol: string;
  name?: string | null;
  sector?: string | null;
  industry?: string | null;
  exchange?: string | null;
  tickerKind: string;
  peers?: string[] | null;
}
export interface Snapshot {
  symbol: string;
  quote: Quote | null;
  candles: PriceCandle[] | null;
  sector: SymbolMeta | null;
  stale: { quote: boolean; candles: boolean; sector: boolean };
}
export interface AuthUser {
  userId: string;
  email?: string;
  complexity?: string;
  riskTolerance?: string;
  convexityPosture?: string;
  onboarded?: boolean;
}

// 8-second timeout for all tRPC calls to prevent hung requests.
const TRPC_TIMEOUT_MS = 8_000;

async function parse<T>(res: Response): Promise<T> {
  if (!res.ok) {
    const body = await res.text();
    throw new Error(`tRPC ${res.status}: ${body}`);
  }
  const json = await res.json();
  if (json?.error) {
    throw new Error(`tRPC error: ${json.error.message ?? json.error.data?.code ?? "unknown"}`);
  }
  return json.result.data as T;
}

async function trpcQuery<T>(procedure: string, input?: unknown): Promise<T> {
  const controller = new AbortController();
  const timer = setTimeout(() => controller.abort(), TRPC_TIMEOUT_MS);
  try {
    const search = input ? `?input=${encodeURIComponent(JSON.stringify(input))}` : "";
    const res = await fetch(`/api/trpc/${procedure}${search}`, {
      headers: { "content-type": "application/json" },
      credentials: "include",
      signal: controller.signal,
    });
    return parse<T>(res);
  } finally {
    clearTimeout(timer);
  }
}

async function trpcMutate<T>(procedure: string, input: unknown): Promise<T> {
  const controller = new AbortController();
  const timer = setTimeout(() => controller.abort(), TRPC_TIMEOUT_MS);
  try {
    const res = await fetch(`/api/trpc/${procedure}`, {
      method: "POST",
      headers: { "content-type": "application/json" },
      credentials: "include",
      body: JSON.stringify(input),
      signal: controller.signal,
    });
    return parse<T>(res);
  } finally {
    clearTimeout(timer);
  }
}

export type Complexity = "beginner" | "intermediate" | "advanced";
export interface StarterEntry { symbol: string; tickerKind: string; reason: string; }
export interface PortfolioEntry { symbol: string; qty: number; avgCost: number; acquiredAt: string; }

export interface IndicatorOptions {
  ema?: number[];
  rsi?: { period?: number };
  relvol?: { period?: number };
}
export interface IndicatorResult {
  ema?: Record<number, Array<{ ts: string; value: number }>>;
  rsi?: Array<{ ts: string; value: number }>;
  relvol?: Array<{ ts: string; value: number }>;
}

// --- EDGAR / SEC Filings types (Slice 6 / M6) -------------------------------

export interface EdgarFiling {
  form: string;
  dateReporter: string;
  accessionNumber: string;
  accessionNormalization: string;
  reportDate: string;
  reportFile: string;
  primaryDocument: string;
}

export interface FilerMeta {
  cik: string;
  name: string | null;
  sic: string | null;
}

export interface Form13fHolding {
  cusip: string;
  issuerName: string;
  value: number;
  sshPrnamt: number;
}

export interface Form13fResult {
  holdings: Form13fHolding[];
  total: number;
  accession: string;
}

export interface Form4Transaction {
  reporter: string;
  relationship: string;
  securityTitle: string;
  transactionDate: string;
  transactionCode: string;
  shares: number;
  price: number;
}

export interface Form4Result {
  transactions: Form4Transaction[];
  accession: string;
}

export interface FilingsSearchResult {
  filings: Array<Record<string, unknown>>;
}

export const api = {
  market: {
    snapshot: (symbol: string) => trpcQuery<Snapshot>("market.snapshot", { symbol }),
    candles: (symbol: string, timeframe = "1d") =>
      trpcQuery<PriceCandle[]>("market.candles", { symbol, timeframe }),
    indicators: (symbol: string, opts: IndicatorOptions) =>
      trpcQuery<IndicatorResult>("market.indicators", { symbol, ...opts }),
  },
  edgar: {
    filings_index: (input: { cik: string; formTypes?: string[]; dateRange?: { from?: string; to?: string } }) =>
      trpcQuery<{ filings: EdgarFiling[]; cik: string }>("edgar.filings_index", input),
    company_facts: (cik: string) =>
      trpcQuery<{ facts: Record<string, unknown>; cik: string }>("edgar.company_facts", { cik }),
    filer_cik_meta: (cik: string) =>
      trpcQuery<{ meta: FilerMeta; cik: string }>("edgar.filer_cik_meta", { cik }),
    full_text_search: (q: string) =>
      trpcQuery<FilingsSearchResult>("edgar.full_text_search", { q }),
    form13f_holdings: (cik: string, accession: string, opts?: { limit?: number; offset?: number }) =>
      trpcQuery<Form13fResult>("edgar.form13f_holdings", {
        cik,
        accession,
        ...(opts?.limit != null ? { limit: opts.limit } : {}),
        ...(opts?.offset != null ? { offset: opts.offset } : {}),
      }),
    form4_tx: (cik: string, accession: string) =>
      trpcQuery<{ transactions: Form4Result }>("edgar.form4_tx", { cik, accession }),
  },
  auth: {
    signup: (email: string, password: string) => trpcMutate<{ userId: string }>("auth.signup", { email, password }),
    login: (email: string, password: string, totp?: string) => trpcMutate<{ userId: string }>("auth.login", { email, password, ...(totp ? { totp } : {}) }),
    logout: () => trpcMutate<{ ok: boolean }>("auth.logout", {}),
    me: () => trpcQuery<AuthUser | null>("auth.me"),
    enable2fa: () => trpcMutate<{ totpSecret: string; qrUrl: string; backupCodes: string[] }>("auth.enable2fa", {}),
    confirm2fa: (totp: string) => trpcMutate<{ ok: boolean }>("auth.confirm2fa", { totp }),
    oauthStart: (provider: "github" | "google", redirectUri: string) => trpcMutate<{ redirectUrl: string; state: string }>("auth.oauthStart", { provider, redirectUri }),
  },
  onboarding: {
    starter: () => trpcQuery<{ watchlist: StarterEntry[]; disclaimer: string }>("onboarding.starter"),
    complete: (input: { complexity: Complexity; drawdownTolerancePct?: number; firstWatchlistSymbols?: string[]; portfolio?: PortfolioEntry[] }) =>
      trpcMutate<{ ok: boolean; watchlistId: string }>("onboarding.complete", input),
  },
  watchlists: {
    list: () => trpcQuery<WatchlistEntry[]>("watchlists.list"),
    addSymbol: (symbol: string) => trpcMutate<{ added: boolean }>("watchlists.addSymbol", { symbol }),
    removeSymbol: (symbol: string) => trpcMutate<{ removed: boolean }>("watchlists.removeSymbol", { symbol }),
  },
  options: {
    chain: (symbol: string, opts?: { expiry?: string }) =>
      trpcQuery<{ symbol: string; expiration: string | null; rows: Array<Record<string, unknown>> }>("options.chain", { symbol, ...opts }),
    greeks: (symbol: string, opts?: { expiry?: string; strike?: number }) =>
      trpcQuery<{ symbol: string; greeks: Record<string, unknown> | null; strike?: number; right?: string; lastPrice?: number; impliedVolatility?: number }>("options.greeks", { symbol, ...opts }),
  },
  portfolio: {
    holdings: () => trpcQuery<PortfolioHolding[]>("portfolio.holdings"),
    addHolding: (symbol: string, shares: number, avgCost: number) => trpcMutate<{ created: boolean }>("portfolio.addHolding", { symbol, shares, avgCost }),
    removeHolding: (symbol: string) => trpcMutate<{ removed: boolean }>("portfolio.removeHolding", { symbol }),
  },
  dashboard: {
    rollup: () => trpcQuery<Record<string, unknown>[]>("dashboard.rollup", {}),
  },
  institutional: {
    flow: (symbol: string) =>
      trpcQuery<{ symbol: string; flow: Array<Record<string, unknown>>; quarters: string[] }>("institutional.flow", { symbol }),
    insiderStream: (symbol: string, limit = 200) =>
      trpcQuery<{ symbol: string; events: Array<Record<string, unknown>>; netShares: number; count: number }>("institutional.insiderStream", { symbol, limit }),
  },
  emotionLogger: {
    add: (input: { tradeExecutionId: string; priceAtEvent?: number; emotion: string; note?: string }) =>
      trpcMutate<{ success: boolean; log: Record<string, unknown> }>("emotionLogger.add", input),
    getByTrade: (tradeExecutionId: string) =>
      trpcQuery<{ logs: Record<string, unknown>[] }>("emotionLogger.getByTrade", { tradeExecutionId }),
    delete: (id: string) =>
      trpcMutate<{ success: boolean }>("emotionLogger.delete", { id }),
  },
  alerts: {
    unackedCount: () => trpcQuery<{ count: number }>("alerts.unackedCount"),
    acknowledgeAll: () => trpcMutate<{ ok: boolean }>("alerts.acknowledgeAll"),
  },
  admin: {
    usersList: () => trpcQuery<Array<{ id: string; email: string; complexity: string; created_at: string; is_admin: number }>>("admin.usersList"),
    userSessions: (userId: string) => trpcQuery<Array<{ id: string; user_id: string; expires_at: string; created_at: string }>>("admin.userSessions", { userId }),
    resetPassword: (email: string, tempPassword: string) => trpcMutate<{ userId: string }>("admin.resetPassword", { email, tempPassword }),
    queueHealth: () => trpcQuery<Array<{ source: string; status: string; count: number; last_attempt: string | null; retry_count: number; backoff_until: string | null }>>("admin.queueHealth"),
    resetBackoff: (sourceKind: string) => trpcMutate<{ cleared: number }>("admin.resetBackoff", { sourceKind }),
    queueSecFetch: (symbol: string) => trpcMutate<{ ok: boolean }>("admin.queueSecFetch", { symbol }),
    queueStatus: () => trpcQuery<QueueStatus>("admin.queueStatus"),
    queuePause: () => trpcMutate<{ paused: boolean }>("admin.queuePause", undefined),
    queueResume: () => trpcMutate<{ paused: boolean }>("admin.queueResume", undefined),
    queueClearDone: (olderThanHours: number) => trpcMutate<{ cleared: number }>("admin.queueClearDone", { olderThanHours }),
    queueSchedules: () => trpcQuery<ScheduleEntry[]>("admin.queueSchedules"),
    queueSetSchedule: (sourceKind: string, intervalMs: number) => trpcMutate<{ ok: boolean }>("admin.queueSetSchedule", { sourceKind, intervalMs }),
    queueDeleteSchedule: (sourceKind: string) => trpcMutate<{ ok: boolean }>("admin.queueDeleteSchedule", { sourceKind }),
    queueLogs: (key: string, limit: number) => trpcQuery<ErrorLogEntry[]>("admin.queueLogs", { key, limit }),
    queueRetryJob: (key: string) => trpcMutate<{ ok: boolean }>("admin.queueRetryJob", { key }),
    queueRetrySource: (sourceKind: string) => trpcMutate<{ cleared: number }>("admin.queueRetrySource", { sourceKind }),
    auditLog: (limit = 50, offset = 0, actor?: string, action?: string) =>
      trpcQuery<Array<{ id: string; actor: string; action: string; target: string | null; ts: string; meta: string | null }>>("admin.auditLog", { limit, offset, ...(actor ? { actor } : {}), ...(action ? { action } : {}) }),
    queueLint: (symbol: string, kind: 'sec-lint-holders' | 'sec-lint-insiders') =>
      trpcMutate<LintResult>("admin.queueLint", { symbol, kind }),
    queueLintAll: (input: { kind: 'sec-lint-holders' | 'sec-lint-insiders' }) =>
      trpcMutate<{ total: number; results: LintResult[] }>("admin.queueLintAll", input),
    dataQualityList: (input?: { symbol?: string; kind?: 'institution_filings' | 'insider_transactions' }) =>
      trpcQuery<DataQualityRow[]>("admin.dataQualityList", input ?? {}),
  },
};

export interface LintResult {
  symbol: string;
  kind: string;
  discoveredCount: number;
  storedCount: number;
  missingCount: number;
  backfilled: number;
  stale: number;
  status: 'ok' | 'gaps_found' | 'stale' | 'error';
  detail: Record<string, unknown>;
}

export interface DataQualityRow {
  symbol: string;
  kind: string;
  last_checked_at: string;
  stored_count: number;
  discovered_count: number;
  missing_count: number;
  stale: number;
  status: string;
  detail: string;
}

export interface WatchlistEntry {
  symbol: string;
  added_at: string;
  notes?: string | null;
}

export interface PortfolioHolding {
  symbol: string;
  shares: number;
  avg_cost: number;
  added_at: string;
}

export interface QueueStatus {
  paused: boolean;
  queued: number;
  in_flight: number;
  failed: number;
  backoff: number;
  done: number;
  backoff_until: string | null;
  last_error: string | undefined;
  counts: Record<string, number>;
  lastErrors: Array<{ key: string; error: string | null }>;
}

export interface ScheduleEntry {
  sourceKind: string;
  intervalMs: number;
  lastEnqueued: string | null;
  nextEnqueue: string | null;
}

export interface ErrorLogEntry {
  attempt: number;
  errorMessage: string | null;
  errorStack: string | null;
  ts: string;
}