finance-dashboard/lib/fundamentals.js

// ═══════════════════════════════════════════════════════════
//  fundamentals.js — server 端抓取公司財報（金鑰不外洩、無需付費）
//  主來源：Yahoo quoteSummary（季/年 損益、現金流、資產負債 + 估值）
//  後備：  SEC EDGAR companyfacts（美股，官方、免金鑰）
//  皆正規化成同一形狀供 fincheck.js 使用。
//  沿用 fred.js 的 server 端 fetch + User-Agent 模式。
// ═══════════════════════════════════════════════════════════
const UA = 'Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/124 Safari/537.36';
const SEC_UA = 'EmmyInvestDashboard/1.0 (personal learning tool; contact@example.com)';

async function jget(url, headers = {}, ms = 9000) {
  const ctrl = new AbortController();
  const timer = setTimeout(() => ctrl.abort(), ms);
  try {
    const res = await fetch(url, { headers: { 'User-Agent': UA, ...headers }, signal: ctrl.signal });
    if (!res.ok) throw new Error(`HTTP ${res.status}`);
    return await res.json();
  } finally { clearTimeout(timer); }
}

const num = (x) => (x && typeof x === 'object' && 'raw' in x) ? x.raw : (typeof x === 'number' ? x : null);
const parseNum = (s) => {
  if (s == null) return null;
  const n = Number(String(s).replace(/[$,%\s,]/g, ''));
  return Number.isFinite(n) ? n : null;
};
function parseRange(s) {
  if (!s) return {};
  const parts = String(s).replace(/\$/g, '').split(/\s*(?:[-–]|\/)\s*/).map(parseNum).filter(v => v != null);
  return parts.length >= 2 ? { low: Math.min(parts[0], parts[1]), high: Math.max(parts[0], parts[1]) } : {};
}
// 用結束年月當季標籤（避免不同公司會計年度造成的「第幾季」混淆）
function quarterLabel(endISO) {
  const d = new Date(endISO); if (isNaN(d)) return String(endISO || '');
  return `${d.getUTCFullYear()}/${String(d.getUTCMonth() + 1).padStart(2, '0')}`;
}
const pct = (a, b) => (a != null && b) ? (a / b) * 100 : null;
function enrich(p) {
  p.grossMargin = pct(p.grossProfit, p.revenue);
  p.operatingMargin = pct(p.operatingIncome, p.revenue);
  p.netMargin = pct(p.netIncome, p.revenue);
  return p;
}

// ─── 現價（Yahoo chart v8，免 crumb；query1 失敗改 query2）───
async function getPrice(symbol) {
  let out = {
    price: null, name: null, currency: null, exchange: null, marketCap: null, sharesOutstanding: null,
    peTrailing: null, targetPrice: null, dividendYield: null, change: null, changePercent: null,
    marketTime: null, previousClose: null, dayHigh: null, dayLow: null, volume: null,
    avgVolume: null, fiftyTwoWeekHigh: null, fiftyTwoWeekLow: null, fiftyDayAverage: null,
    twoHundredDayAverage: null, source: null,
  };
  try {
    const n = await jget(`https://api.nasdaq.com/api/quote/${encodeURIComponent(symbol)}/summary?assetclass=stocks`, {
      Accept: 'application/json', Origin: 'https://www.nasdaq.com', Referer: 'https://www.nasdaq.com/',
    });
    const s = n?.data?.summaryData || {};
    const dayRange = parseRange(s.TodayHighLow?.value);
    const yearRange = parseRange(s.FiftTwoWeekHighLow?.value || s['52WeekHighLow']?.value);
    out.marketCap = parseNum(s.MarketCap?.value);
    out.targetPrice = parseNum(s.OneYrTarget?.value);
    out.dividendYield = parseNum(s.Yield?.value);
    out.previousClose = parseNum(s.PreviousClose?.value);
    out.price = out.previousClose;
    out.dayHigh = dayRange.high ?? out.dayHigh;
    out.dayLow = dayRange.low ?? out.dayLow;
    out.volume = parseNum(s.ShareVolume?.value);
    out.avgVolume = parseNum(s.AverageVolume?.value);
    out.fiftyTwoWeekHigh = yearRange.high ?? out.fiftyTwoWeekHigh;
    out.fiftyTwoWeekLow = yearRange.low ?? out.fiftyTwoWeekLow;
    out.source = 'Nasdaq';
  } catch { /* Yahoo fallback below */ }
  try {
    const n = await jget(`https://api.nasdaq.com/api/quote/${encodeURIComponent(symbol)}/info?assetclass=stocks`, {
      Accept: 'application/json', Origin: 'https://www.nasdaq.com', Referer: 'https://www.nasdaq.com/',
    });
    const d = n?.data || {};
    const p = d.primaryData || {};
    const dayRange = parseRange(d.keyStats?.dayrange?.value);
    const yearRange = parseRange(d.keyStats?.fiftyTwoWeekHighLow?.value);
    out = {
      ...out,
      price: parseNum(p.lastSalePrice) ?? out.price,
      name: d.companyName || out.name,
      exchange: d.exchange || out.exchange,
      change: parseNum(p.netChange) ?? out.change,
      changePercent: parseNum(p.percentageChange) ?? out.changePercent,
      marketTime: p.lastTradeTimestamp || out.marketTime,
      dayHigh: dayRange.high ?? out.dayHigh,
      dayLow: dayRange.low ?? out.dayLow,
      volume: parseNum(p.volume) ?? out.volume,
      fiftyTwoWeekHigh: yearRange.high ?? out.fiftyTwoWeekHigh,
      fiftyTwoWeekLow: yearRange.low ?? out.fiftyTwoWeekLow,
      bidPrice: parseNum(p.bidPrice),
      askPrice: parseNum(p.askPrice),
      marketStatus: d.marketStatus || null,
      isRealTime: p.isRealTime ?? null,
      notifications: d.notifications || [],
      source: out.source ? `${out.source} + Nasdaq Info` : 'Nasdaq Info',
    };
  } catch { /* Yahoo fallback below */ }
  try {
    const q = await jget(`https://query1.finance.yahoo.com/v7/finance/quote?symbols=${encodeURIComponent(symbol)}`);
    const r = q?.quoteResponse?.result?.[0];
    if (r) out = {
      ...out,
      price: r.regularMarketPrice ?? null,
      name: r.shortName || r.longName || null,
      currency: r.currency || null,
      exchange: r.fullExchangeName || r.exchange || null,
      marketCap: r.marketCap ?? out.marketCap,
      sharesOutstanding: r.sharesOutstanding ?? null,
      peTrailing: r.trailingPE ?? null,
      change: r.regularMarketChange ?? null,
      changePercent: r.regularMarketChangePercent ?? null,
      marketTime: r.regularMarketTime ? new Date(r.regularMarketTime * 1000).toISOString() : null,
      previousClose: r.regularMarketPreviousClose ?? out.previousClose,
      dayHigh: r.regularMarketDayHigh ?? out.dayHigh,
      dayLow: r.regularMarketDayLow ?? out.dayLow,
      volume: r.regularMarketVolume ?? out.volume,
      avgVolume: r.averageDailyVolume3Month ?? r.averageDailyVolume10Day ?? out.avgVolume,
      fiftyTwoWeekHigh: r.fiftyTwoWeekHigh ?? out.fiftyTwoWeekHigh,
      fiftyTwoWeekLow: r.fiftyTwoWeekLow ?? out.fiftyTwoWeekLow,
      fiftyDayAverage: r.fiftyDayAverage ?? null,
      twoHundredDayAverage: r.twoHundredDayAverage ?? null,
      source: out.source ? `${out.source} + Yahoo` : 'Yahoo Finance',
    };
  } catch { /* chart fallback below */ }
  if (out.price != null) return out;
  for (const host of ['query1', 'query2']) {
    try {
      const d = await jget(`https://${host}.finance.yahoo.com/v8/finance/chart/${encodeURIComponent(symbol)}?range=5d&interval=1d`);
      const r = d?.chart?.result?.[0];
      if (!r) continue;
      let p = r.meta?.regularMarketPrice;
      if (p == null) { const cl = (r.indicators?.quote?.[0]?.close || []).filter(x => x != null); p = cl.length ? cl[cl.length - 1] : null; }
      return {
        ...out,
        price: p != null ? p : null,
        name: out.name || r.meta?.shortName || r.meta?.longName || null,
        currency: out.currency || r.meta?.currency || null,
        exchange: out.exchange || r.meta?.exchangeName || null,
        marketTime: out.marketTime || (r.meta?.regularMarketTime ? new Date(r.meta.regularMarketTime * 1000).toISOString() : null),
        source: out.source || 'Yahoo Chart',
      };
    } catch { /* try next host */ }
  }
  return out;
}

export async function getQuote(symbol) {
  return getPrice(String(symbol || '').trim().toUpperCase());
}

export async function getCompanyProfile(symbol) {
  symbol = String(symbol || '').trim().toUpperCase();
  const [quote, profile] = await Promise.all([
    getQuote(symbol).catch(() => ({})),
    jget(`https://api.nasdaq.com/api/company/${encodeURIComponent(symbol)}/company-profile?assetclass=stocks`, {
      Accept: 'application/json', Origin: 'https://www.nasdaq.com', Referer: 'https://www.nasdaq.com/',
    }).catch(() => null),
  ]);
  const p = profile?.data || {};
  const val = (k) => p[k]?.value ?? null;
  return {
    symbol,
    name: val('CompanyName') || quote.name || symbol,
    description: val('CompanyDescription'),
    sector: val('Sector'),
    industry: val('Industry'),
    region: val('Region'),
    address: val('Address'),
    phone: val('Phone'),
    website: val('CompanyUrl'),
    exchange: quote.exchange || null,
    marketStatus: quote.marketStatus || null,
    bidPrice: quote.bidPrice ?? null,
    askPrice: quote.askPrice ?? null,
    isRealTime: quote.isRealTime ?? null,
    notifications: quote.notifications || [],
    quote,
    source: profile?.data ? 'Nasdaq profile' : quote.source || null,
  };
}

// ─── Yahoo quoteSummary（需 cookie + crumb）───
let _auth = { cookie: null, crumb: null, at: 0 };
async function yahooAuth() {
  if (_auth.crumb && Date.now() - _auth.at < 3600e3) return _auth;
  const r1 = await fetch('https://fc.yahoo.com/', { headers: { 'User-Agent': UA } }).catch(() => null);
  const cookie = (r1 && (r1.headers.get('set-cookie') || '')).split(';')[0] || '';
  const r2 = await fetch('https://query2.finance.yahoo.com/v1/test/getcrumb', { headers: { 'User-Agent': UA, Cookie: cookie } });
  const crumb = (await r2.text()).trim();
  if (!crumb || crumb.includes('<')) throw new Error('無法取得 Yahoo crumb');
  _auth = { cookie, crumb, at: Date.now() };
  return _auth;
}
function mapEarningsTrendPeriod(t) {
  if (!t) return null;
  const ee = t.earningsEstimate || {};
  const rev = t.revenueEstimate || {};
  const ebitda = t.ebitdaEstimate || {};
  const growthPct = (g) => {
    const v = num(g);
    if (v == null) return null;
    return Math.abs(v) <= 1.5 ? v * 100 : v;
  };
  return {
    period: t.period,
    endDate: t.endDate || null,
    epsAvg: num(ee.avg),
    epsLow: num(ee.low),
    epsHigh: num(ee.high),
    epsAnalysts: num(ee.numberOfAnalysts),
    epsGrowthPct: growthPct(ee.growth),
    revenueAvg: num(rev.avg),
    revenueLow: num(rev.low),
    revenueHigh: num(rev.high),
    revenueAnalysts: num(rev.numberOfAnalysts),
    revenueGrowthPct: growthPct(rev.growth),
    ebitdaAvg: num(ebitda.avg),
    ebitdaLow: num(ebitda.low),
    ebitdaHigh: num(ebitda.high),
    ebitdaAnalysts: num(ebitda.numberOfAnalysts),
  };
}
function parseYahooEstimates(r) {
  const trends = r.earningsTrend?.trend || [];
  const byPeriod = {};
  for (const t of trends) if (t?.period) byPeriod[t.period] = t;
  const fd = r.financialData || {};
  const sd = r.summaryDetail || {};
  const dks = r.defaultKeyStatistics || {};
  const currentYear = mapEarningsTrendPeriod(byPeriod['0y'] || byPeriod['+0y']);
  const nextYear = mapEarningsTrendPeriod(byPeriod['+1y'] || byPeriod['1y']);
  const hasConsensus = !!(currentYear?.epsAvg != null || currentYear?.revenueAvg != null
    || nextYear?.epsAvg != null || nextYear?.revenueAvg != null);
  return {
    source: 'Yahoo Finance',
    endpoint: 'quoteSummary modules: earningsTrend, financialData, defaultKeyStatistics',
    fetchedAt: new Date().toISOString(),
    forwardEps: num(dks.forwardEps) ?? num(fd.forwardEps),
    currentYear,
    nextYear,
    currentQuarter: mapEarningsTrendPeriod(byPeriod['0q']),
    nextQuarter: mapEarningsTrendPeriod(byPeriod['+1q'] || byPeriod['1q']),
    targetMean: num(fd.targetMeanPrice) ?? num(sd.targetMeanPrice),
    targetLow: num(fd.targetLowPrice) ?? num(sd.targetLowPrice),
    targetHigh: num(fd.targetHighPrice) ?? num(sd.targetHighPrice),
    targetAnalysts: num(fd.numberOfAnalystOpinions),
    hasConsensus,
  };
}

async function fetchYahoo(symbol) {
  const { cookie, crumb } = await yahooAuth();
  const mods = [
    'price', 'summaryDetail', 'defaultKeyStatistics', 'financialData', 'earningsTrend',
    'incomeStatementHistory', 'incomeStatementHistoryQuarterly',
    'cashflowStatementHistory', 'cashflowStatementHistoryQuarterly',
    'balanceSheetHistoryQuarterly',
  ].join('%2C');
  const url = `https://query2.finance.yahoo.com/v10/finance/quoteSummary/${encodeURIComponent(symbol)}?modules=${mods}&crumb=${encodeURIComponent(crumb)}`;
  const d = await jget(url, { Cookie: cookie });
  const r = d?.quoteSummary?.result?.[0];
  if (!r) throw new Error('Yahoo 無資料');

  const incQ = r.incomeStatementHistoryQuarterly?.incomeStatementHistory || [];
  const cfQ = r.cashflowStatementHistoryQuarterly?.cashflowStatements || [];
  const incY = r.incomeStatementHistory?.incomeStatementHistory || [];
  const cfY = r.cashflowStatementHistory?.cashflowStatements || [];
  const bsQ = r.balanceSheetHistoryQuarterly?.balanceSheetStatements || [];
  const shares = num(r.defaultKeyStatistics?.sharesOutstanding);

  const cfByDate = {};
  for (const c of cfQ) cfByDate[num(c.endDate)] = c;
  const quarters = incQ.map(s => {
    const end = num(s.endDate);
    const cf = cfByDate[end] || {};
    const netIncome = num(s.netIncome);
    return enrich({
      end: end ? new Date(end * 1000).toISOString().slice(0, 10) : null,
      label: end ? quarterLabel(end * 1000) : '',
      revenue: num(s.totalRevenue),
      grossProfit: num(s.grossProfit),
      operatingIncome: num(s.operatingIncome),
      netIncome,
      eps: (netIncome != null && shares) ? netIncome / shares : null,
      capex: num(cf.capitalExpenditures),
      ocf: num(cf.totalCashFromOperatingActivities),
    });
  });

  const cfYByDate = {};
  for (const c of cfY) cfYByDate[num(c.endDate)] = c;
  const annual = incY.map(s => {
    const end = num(s.endDate);
    const cf = cfYByDate[end] || {};
    return enrich({
      end: end ? new Date(end * 1000).toISOString().slice(0, 10) : null,
      label: end ? String(new Date(end * 1000).getUTCFullYear()) : '',
      revenue: num(s.totalRevenue),
      grossProfit: num(s.grossProfit),
      netIncome: num(s.netIncome),
      capex: num(cf.capitalExpenditures),
      ocf: num(cf.totalCashFromOperatingActivities),
    });
  });

  const bs = bsQ[0] || {};
  const totalAssets = num(bs.totalAssets);
  const totalLiabilities = num(bs.totalLiab);
  const balance = {
    end: num(bs.endDate) ? new Date(num(bs.endDate) * 1000).toISOString().slice(0, 10) : null,
    totalAssets, totalLiabilities,
    totalEquity: num(bs.totalStockholderEquity),
    currentAssets: num(bs.totalCurrentAssets),
    currentLiabilities: num(bs.totalCurrentLiabilities),
    cash: num(bs.cash),
    totalDebt: (num(bs.shortLongTermDebt) || 0) + (num(bs.longTermDebt) || 0) || null,
    debtToAssets: pct(totalLiabilities, totalAssets),
  };

  const estimates = parseYahooEstimates(r);
  return {
    source: 'Yahoo Finance',
    name: num(r.price?.shortName) || r.price?.shortName || r.price?.longName || symbol,
    currency: r.price?.currency || null,
    peTrailing: num(r.summaryDetail?.trailingPE),
    marketCap: num(r.price?.marketCap),
    sharesOutstanding: shares,
    quarters, annual, balance,
    estimates,
    targetPrice: estimates.targetMean ?? num(r.financialData?.targetMeanPrice) ?? null,
  };
}

// ─── SEC EDGAR companyfacts（美股後備）───
let _tickerMap = null;
async function tickerToCik(symbol) {
  if (!_tickerMap) {
    const d = await jget('https://www.sec.gov/files/company_tickers.json', { 'User-Agent': SEC_UA });
    _tickerMap = {};
    for (const k of Object.keys(d)) _tickerMap[String(d[k].ticker).toUpperCase()] = { cik: String(d[k].cik_str).padStart(10, '0'), name: d[k].title };
  }
  return _tickerMap[symbol] || null;
}
// 公司常會在不同年度換 XBRL 概念名（如營收 tag 變更），因此把所有候選概念
// 的序列合併成一條時間線，再用 durationSeries / instantLatest 去重取最新。
function mergeUnits(facts, names, unit = 'USD') {
  let out = [];
  for (const n of names) { const u = facts[n]?.units?.[unit]; if (u) out = out.concat(u); }
  return out.length ? out : null;
}
function pickShares(facts, names) {
  let out = [];
  for (const n of names) { const u = facts[n]?.units?.['USD/shares'] || facts[n]?.units?.shares; if (u) out = out.concat(u); }
  return out.length ? out : null;
}
// 取「期間型」概念的最近 N 期（quarterly ≈ 80-100 天 / annual ≈ 350-380 天）
function durationSeries(units, kind) {
  if (!units) return [];
  const lo = kind === 'q' ? 80 : 330, hi = kind === 'q' ? 100 : 380;
  const byEnd = {};
  for (const e of units) {
    if (!e.start || !e.end) continue;
    const days = (new Date(e.end) - new Date(e.start)) / 86400000;
    if (days < lo || days > hi) continue;
    // 同一 end 取較新申報（10-Q/10-K）
    if (!byEnd[e.end] || (e.filed || '') > (byEnd[e.end].filed || '')) byEnd[e.end] = e;
  }
  return Object.values(byEnd).sort((a, b) => (a.end < b.end ? 1 : -1));
}
function instantLatest(units) {
  if (!units) return null;
  const sorted = units.filter(e => e.end).sort((a, b) => (a.end < b.end ? 1 : -1));
  return sorted[0] || null;
}
async function fetchEdgar(symbol) {
  const hit = await tickerToCik(symbol);
  if (!hit) throw new Error('SEC EDGAR 查無此美股代號');
  const cf = await jget(`https://data.sec.gov/api/xbrl/companyfacts/CIK${hit.cik}.json`, { 'User-Agent': SEC_UA });
  const g = cf.facts?.['us-gaap'] || {};
  const REV = ['RevenueFromContractWithCustomerExcludingAssessedTax', 'Revenues', 'RevenueFromContractWithCustomerIncludingAssessedTax', 'SalesRevenueNet', 'SalesRevenueGoodsNet'];
  const revU = mergeUnits(g, REV);
  const gpU = mergeUnits(g, ['GrossProfit']);
  const oiU = mergeUnits(g, ['OperatingIncomeLoss']);
  const niU = mergeUnits(g, ['NetIncomeLoss']);
  const epsU = pickShares(g, ['EarningsPerShareDiluted', 'EarningsPerShareBasic']);
  const capU = mergeUnits(g, ['PaymentsToAcquirePropertyPlantAndEquipment', 'PaymentsToAcquireProductiveAssets']);
  const ocfU = mergeUnits(g, ['NetCashProvidedByUsedInOperatingActivities', 'NetCashProvidedByUsedInOperatingActivitiesContinuingOperations']);

  const mapByEnd = (series) => { const m = {}; for (const e of series) m[e.end] = e.val; return m; };
  const revQ = durationSeries(revU, 'q'), gpQ = durationSeries(gpU, 'q'), oiQ = durationSeries(oiU, 'q'), niQ = durationSeries(niU, 'q'), epsQ = durationSeries(epsU, 'q');
  const gpM = mapByEnd(gpQ), oiM = mapByEnd(oiQ), niM = mapByEnd(niQ), epsM = mapByEnd(epsQ);
  const quarters = revQ.slice(0, 8).map(e => enrich({
    end: e.end, label: quarterLabel(e.end),
    revenue: e.val, grossProfit: gpM[e.end] ?? null, operatingIncome: oiM[e.end] ?? null,
    netIncome: niM[e.end] ?? null, eps: epsM[e.end] ?? null, capex: null, ocf: null,
  }));

  const revY = durationSeries(revU, 'y'), niY = durationSeries(niU, 'y'), capY = durationSeries(capU, 'y'), ocfY = durationSeries(ocfU, 'y'), gpY = durationSeries(gpU, 'y');
  const niYM = mapByEnd(niY), capYM = mapByEnd(capY), ocfYM = mapByEnd(ocfY), gpYM = mapByEnd(gpY);
  const annual = revY.slice(0, 5).map(e => enrich({
    end: e.end, label: String(new Date(e.end).getUTCFullYear()),
    revenue: e.val, grossProfit: gpYM[e.end] ?? null, netIncome: niYM[e.end] ?? null,
    capex: capYM[e.end] != null ? -Math.abs(capYM[e.end]) : null, ocf: ocfYM[e.end] ?? null,
  }));

  const assetsE = instantLatest(mergeUnits(g, ['Assets']));
  const liabE = instantLatest(mergeUnits(g, ['Liabilities']));
  const equityE = instantLatest(mergeUnits(g, ['StockholdersEquity', 'StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest']));
  const curAssetsE = instantLatest(mergeUnits(g, ['AssetsCurrent']));
  const curLiabE = instantLatest(mergeUnits(g, ['LiabilitiesCurrent']));
  const cashE = instantLatest(mergeUnits(g, ['CashAndCashEquivalentsAtCarryingValue', 'CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents']));
  const sharesE = instantLatest(pickShares(g, ['EntityCommonStockSharesOutstanding', 'CommonStocksIncludingAdditionalPaidInCapital']));
  const balance = {
    end: assetsE?.end || null,
    totalAssets: assetsE?.val ?? null,
    totalLiabilities: liabE?.val ?? null,
    totalEquity: equityE?.val ?? ((assetsE?.val != null && liabE?.val != null) ? assetsE.val - liabE.val : null),
    currentAssets: curAssetsE?.val ?? null,
    currentLiabilities: curLiabE?.val ?? null,
    cash: cashE?.val ?? null,
    totalDebt: null,
    debtToAssets: pct(liabE?.val, assetsE?.val),
  };

  if (!quarters.length && !annual.length) throw new Error('EDGAR 無 us-gaap 財報資料（可能為以 IFRS 申報的外國發行人，建議改查其美股同業）');
  return { source: 'SEC EDGAR', name: cf.entityName || hit.name || symbol, currency: 'USD', peTrailing: null, marketCap: null, sharesOutstanding: sharesE?.val ?? null, quarters, annual, balance };
}

// ─── 輕量「是否有新財報」探針（美股；只抓 submissions，比 companyfacts 小很多）───
// 回傳最近一筆財報類申報的識別碼，用來判斷自上次抓取後是否出現新財報。
export async function getLatestFilingInfo(symbol) {
  const hit = await tickerToCik(symbol);
  if (!hit) return null;
  const d = await jget(`https://data.sec.gov/submissions/CIK${hit.cik}.json`, { 'User-Agent': SEC_UA });
  const f = d.filings?.recent;
  if (!f || !Array.isArray(f.form)) return null;
  const FORMS = new Set(['10-Q', '10-K', '20-F', '40-F', '6-K']);
  for (let i = 0; i < f.form.length; i++) {
    if (FORMS.has(f.form[i])) return { accn: f.accessionNumber?.[i] || null, form: f.form[i], filingDate: f.filingDate?.[i] || null };
  }
  return null;
}

// ─── 對外：取得正規化財報（價格 + 兩來源擇優）───
export async function getFundamentals(symbol) {
  const priceInfo = await getPrice(symbol);
  let data = null, errs = [];
  try {
    data = await fetchYahoo(symbol);
    if (!data.quarters?.length && !data.annual?.length) { errs.push('Yahoo 無財報期間'); data = null; }
  } catch (e) { errs.push('Yahoo: ' + (e?.message || e)); }
  if (!data) {
    try { data = await fetchEdgar(symbol); }
    catch (e) { errs.push('EDGAR: ' + (e?.message || e)); }
  }
  if (!data) throw new Error('兩個來源都取不到財報（' + errs.join('；') + '）');

  const asOf = data.quarters?.[0]?.label || data.annual?.[0]?.label || null;
  const targetPrice = priceInfo.targetPrice ?? data.targetPrice ?? data.estimates?.targetMean ?? null;
  return {
    symbol,
    name: data.name || priceInfo.name || symbol,
    currency: data.currency || priceInfo.currency || 'USD',
    source: data.source,
    asOf,
    price: priceInfo.price,
    peTrailing: priceInfo.peTrailing ?? data.peTrailing ?? null,
    marketCap: priceInfo.marketCap ?? data.marketCap ?? null,
    sharesOutstanding: priceInfo.sharesOutstanding ?? data.sharesOutstanding ?? ((priceInfo.marketCap && priceInfo.price) ? priceInfo.marketCap / priceInfo.price : null),
    targetPrice,
    targetMeta: data.estimates ? {
      mean: data.estimates.targetMean,
      low: data.estimates.targetLow,
      high: data.estimates.targetHigh,
      analysts: data.estimates.targetAnalysts,
      source: data.estimates.source,
      endpoint: data.estimates.endpoint,
    } : (priceInfo.targetPrice != null ? { source: priceInfo.source || 'Nasdaq summary', endpoint: 'api.nasdaq.com/.../summary' } : null),
    dividendYield: priceInfo.dividendYield ?? null,
    quarters: data.quarters || [],
    annual: data.annual || [],
    balance: data.balance || {},
    estimates: data.estimates || null,
  };
}