openstock/lib/actions/stock-analysis.helpers.ts

import { STOCK_DETAIL_ANALYSIS_PROMPT } from '@/lib/inngest/prompts';
import { formatChangePercent, formatCurrency, formatMarketCapValue } from '@/lib/utils';
import type { FinnhubBasicFinancials } from './finnhub.actions';
import type { StockSentimentInsights } from './adanos.helpers';

type PriceSnapshot = {
    c?: number;
    d?: number;
    dp?: number;
    h?: number;
    l?: number;
    o?: number;
    pc?: number;
} | null;

type CompanyProfile = {
    country?: string;
    currency?: string;
    exchange?: string;
    finnhubIndustry?: string;
    ipo?: string;
    marketCapitalization?: number;
    name?: string;
    weburl?: string;
} | null;

type StockHeadline = {
    headline: string;
    summary: string;
    source: string;
    datetime: number;
};

export interface StockAIAnalysis {
    symbol: string;
    companyName: string | null;
    stance: 'Bullish' | 'Neutral' | 'Bearish';
    confidence: 'Low' | 'Medium' | 'High';
    summary: string;
    keyDrivers: string[];
    risks: string[];
    watchItems: string[];
    updatedAt: string;
}

export interface StockAnalysisContext {
    symbol: string;
    quote: PriceSnapshot;
    profile: CompanyProfile;
    basicFinancials: FinnhubBasicFinancials | null;
    sentimentInsights: StockSentimentInsights | null;
    recentHeadlines: StockHeadline[];
}

function toFiniteNumber(value: number | string | null | undefined): number | null {
    if (typeof value === 'number' && Number.isFinite(value)) {
        return value;
    }

    if (typeof value === 'string' && value.trim() !== '') {
        const parsed = Number(value);
        return Number.isFinite(parsed) ? parsed : null;
    }

    return null;
}

function formatOptionalCurrency(value: number | null): string {
    return value === null ? 'Unavailable' : formatCurrency(value);
}

function formatOptionalMultiple(value: number | null): string {
    return value === null ? 'Unavailable' : `${value.toFixed(2)}x`;
}

function formatOptionalPercent(value: number | null): string {
    return value === null ? 'Unavailable' : `${value.toFixed(2)}%`;
}

function clampList(items: unknown, maxItems: number = 4): string[] {
    if (!Array.isArray(items)) return [];

    return items
        .filter((item): item is string => typeof item === 'string')
        .map((item) => item.replace(/\s+/g, ' ').trim())
        .filter(Boolean)
        .slice(0, maxItems);
}

function normalizeStance(value: unknown): StockAIAnalysis['stance'] {
    return value === 'Bullish' || value === 'Neutral' || value === 'Bearish' ? value : 'Neutral';
}

function normalizeConfidence(value: unknown): StockAIAnalysis['confidence'] {
    return value === 'Low' || value === 'Medium' || value === 'High' ? value : 'Medium';
}

function extractJsonPayload(raw: string): string | null {
    const fencedMatch = raw.match(/```(?:json)?\s*([\s\S]*?)```/i);
    if (fencedMatch?.[1]) {
        return fencedMatch[1].trim();
    }

    const firstBrace = raw.indexOf('{');
    const lastBrace = raw.lastIndexOf('}');

    if (firstBrace === -1 || lastBrace === -1 || lastBrace <= firstBrace) {
        return null;
    }

    return raw.slice(firstBrace, lastBrace + 1).trim();
}

function buildPromptContext(context: StockAnalysisContext) {
    const metrics = context.basicFinancials?.metric ?? {};
    const profile = context.profile;
    const quote = context.quote;
    const marketCapUsd =
        typeof profile?.marketCapitalization === 'number' ? profile.marketCapitalization * 1000000 : null;

    return {
        stock: {
            symbol: context.symbol,
            companyName: profile?.name ?? context.sentimentInsights?.companyName ?? null,
            exchange: profile?.exchange ?? 'Unavailable',
            industry: profile?.finnhubIndustry ?? 'Unavailable',
            country: profile?.country ?? 'Unavailable',
            ipo: profile?.ipo ?? 'Unavailable',
            currency: profile?.currency ?? 'Unavailable',
            website: profile?.weburl ?? 'Unavailable',
        },
        marketSnapshot: {
            currentPrice: formatOptionalCurrency(toFiniteNumber(quote?.c)),
            dayChange: formatChangePercent(toFiniteNumber(quote?.dp) ?? undefined) || 'Unavailable',
            changeAmount: formatOptionalCurrency(toFiniteNumber(quote?.d)),
            open: formatOptionalCurrency(toFiniteNumber(quote?.o)),
            previousClose: formatOptionalCurrency(toFiniteNumber(quote?.pc)),
            dayHigh: formatOptionalCurrency(toFiniteNumber(quote?.h)),
            dayLow: formatOptionalCurrency(toFiniteNumber(quote?.l)),
        },
        fundamentals: {
            marketCap: marketCapUsd === null ? 'Unavailable' : formatMarketCapValue(marketCapUsd),
            peRatio: formatOptionalMultiple(toFiniteNumber(metrics.peBasicExclExtraTTM)),
            epsTtm: formatOptionalCurrency(toFiniteNumber(metrics.epsTTM)),
            beta: toFiniteNumber(metrics.beta)?.toFixed(2) ?? 'Unavailable',
            fiftyTwoWeekHigh: formatOptionalCurrency(toFiniteNumber(metrics['52WeekHigh'])),
            fiftyTwoWeekLow: formatOptionalCurrency(toFiniteNumber(metrics['52WeekLow'])),
            fiftyTwoWeekReturn: formatOptionalPercent(toFiniteNumber(metrics['52WeekPriceReturnDaily'])),
            analystTargetPrice: formatOptionalCurrency(toFiniteNumber(metrics.targetPrice)),
        },
        sentiment: context.sentimentInsights
            ? {
                  averageBuzz: `${context.sentimentInsights.averageBuzz}/100`,
                  bullishAverage:
                      context.sentimentInsights.bullishAverage === null
                          ? 'Unavailable'
                          : `${context.sentimentInsights.bullishAverage.toFixed(1)}%`,
                  sourceAlignment: context.sentimentInsights.sourceAlignment,
                  sources: context.sentimentInsights.sources.map((source) => ({
                      source: source.label,
                      buzzScore: source.buzzScore,
                      bullishPct: source.bullishPct,
                      trend: source.trend ?? 'Unavailable',
                      metricLabel: source.metricLabel,
                      metricValue: source.metricValue,
                  })),
              }
            : 'Unavailable',
        recentHeadlines: context.recentHeadlines.length
            ? context.recentHeadlines.map((headline) => ({
                  source: headline.source,
                  headline: headline.headline,
                  summary: headline.summary,
                  publishedAt: new Date(headline.datetime * 1000).toISOString(),
              }))
            : 'Unavailable',
    };
}

export function buildStockAnalysisPrompt(context: StockAnalysisContext) {
    return STOCK_DETAIL_ANALYSIS_PROMPT.replace(
        '{{stockContext}}',
        JSON.stringify(buildPromptContext(context), null, 2),
    );
}

export function parseStockAnalysisResponse(
    rawResponse: string,
    symbol: string,
    companyName: string | null,
): StockAIAnalysis | null {
    const cleanedResponse = rawResponse.trim();
    if (!cleanedResponse) return null;

    const jsonPayload = extractJsonPayload(cleanedResponse);

    if (!jsonPayload) {
        return {
            symbol,
            companyName,
            stance: 'Neutral',
            confidence: 'Low',
            summary: cleanedResponse.replace(/\s+/g, ' ').trim(),
            keyDrivers: [],
            risks: [],
            watchItems: [],
            updatedAt: new Date().toISOString(),
        };
    }

    try {
        const parsed = JSON.parse(jsonPayload) as {
            stance?: unknown;
            confidence?: unknown;
            summary?: unknown;
            keyDrivers?: unknown;
            risks?: unknown;
            watchItems?: unknown;
        };

        const summary =
            typeof parsed.summary === 'string' ? parsed.summary.replace(/\s+/g, ' ').trim() : '';

        if (!summary) {
            return null;
        }

        return {
            symbol,
            companyName,
            stance: normalizeStance(parsed.stance),
            confidence: normalizeConfidence(parsed.confidence),
            summary,
            keyDrivers: clampList(parsed.keyDrivers),
            risks: clampList(parsed.risks),
            watchItems: clampList(parsed.watchItems),
            updatedAt: new Date().toISOString(),
        };
    } catch (error) {
        console.error(`Failed to parse stock analysis response for ${symbol}`, error);
        return {
            symbol,
            companyName,
            stance: 'Neutral',
            confidence: 'Low',
            summary: cleanedResponse.replace(/\s+/g, ' ').trim(),
            keyDrivers: [],
            risks: [],
            watchItems: [],
            updatedAt: new Date().toISOString(),
        };
    }
}