finance-dashboard/lib/companyintel-links.js

// 公司研究：直接連結（SEC／官網 IR）與 10-K 產業鏈合併（不用 Google 搜尋代替資料）
import {
  finalizeIndustryChain, isTradableSymbol, appendDetailNames, SECTOR_SUPPLIER_TICKERS,
} from './companyintel-chain.js';
const SEC_UA = 'EmmyInvestDashboard/1.0 (personal learning tool; contact@example.com)';

let _tickerMap = null;

async function json(url, headers = {}, ms = 12000) {
  const ctrl = new AbortController();
  const timer = setTimeout(() => ctrl.abort(), ms);
  try {
    const res = await fetch(url, { headers: { 'User-Agent': SEC_UA, ...headers }, signal: ctrl.signal });
    if (!res.ok) throw new Error(`HTTP ${res.status}`);
    return await res.json();
  } finally { clearTimeout(timer); }
}

async function tickerToCik(symbol) {
  if (!_tickerMap) {
    const d = await json('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'),
        cikNum: Number(d[k].cik_str),
        name: d[k].title,
      };
    }
  }
  return _tickerMap[String(symbol || '').toUpperCase()] || null;
}

function edgarDocUrl(cikNum, accession, primary) {
  const accNo = accession.replace(/-/g, '');
  return `https://www.sec.gov/Archives/edgar/data/${cikNum}/${accNo}/${primary}`;
}

/** 投資人關係／官網（不經 Google） */
export function resolveInvestorRelationsUrl(website) {
  const w = String(website || '').trim();
  if (!w) return null;
  try {
    const u = new URL(w.startsWith('http') ? w : `https://${w}`);
    const host = u.hostname.replace(/^www\./, '');
    const candidates = [
      u.href,
      `${u.protocol}//${u.host}/investor-relations`,
      `${u.protocol}//investor.${host}`,
      `${u.protocol}//ir.${host}`,
    ];
    return { url: candidates[0], labelZh: '公司官網', altUrls: candidates.slice(1) };
  } catch {
    return null;
  }
}

/** SEC 直接連結：EDGAR、最新 10-K、DEF 14A */
export async function buildSecResourceLinks(symbol) {
  const hit = await tickerToCik(symbol);
  if (!hit) return [];
  const links = [
    { labelZh: 'SEC EDGAR 公司頁', url: `https://www.sec.gov/edgar/browse/?CIK=${hit.cik}`, source: 'SEC' },
  ];
  try {
    const sub = await json(`https://data.sec.gov/submissions/CIK${hit.cik}.json`, { 'User-Agent': SEC_UA });
    const f = sub.filings?.recent || {};
    const found = { '10-K': null, 'DEF 14A': null, '10-Q': null };
    for (let i = 0; i < (f.form || []).length; i++) {
      const form = f.form[i];
      if (!found[form] && found[form] !== undefined) {
        const acc = f.accessionNumber[i];
        const doc = f.primaryDocument?.[i];
        if (acc && doc) {
          found[form] = edgarDocUrl(hit.cikNum, acc, doc);
        }
      }
      if (found['10-K'] && found['DEF 14A'] && found['10-Q']) break;
    }
    if (found['10-K']) links.push({ labelZh: '最新 10-K 年報', url: found['10-K'], source: 'SEC' });
    if (found['10-Q']) links.push({ labelZh: '最新 10-Q 季報', url: found['10-Q'], source: 'SEC' });
    if (found['DEF 14A']) links.push({ labelZh: '股東會說明書 DEF 14A', url: found['DEF 14A'], source: 'SEC' });
  } catch { /* */ }
  return links;
}

function entityGroups(names, label, note) {
  const list = (names || []).filter(Boolean).slice(0, 10);
  if (!list.length) return [];
  return [{ label, entities: list, note }];
}

/** 把 10-K 抽出的公司名＋產業 fallback 合成上下游結構 */
export function mergeIndustryChainWithHints(symbol, chain, hints = {}, profileExt = {}, profile = {}) {
  const base = chain || {};
  const industry = `${profileExt.industry || ''} ${profileExt.sector || profile.industry || ''}`.toLowerCase();

  let upstreamDetail = base.upstreamDetail?.length ? [...base.upstreamDetail] : [];
  let downstreamDetail = base.downstreamDetail?.length ? [...base.downstreamDetail] : [];
  let peers = base.peers?.length ? [...base.peers] : [...(profileExt.peers || [])];

  if (hints.suppliers?.length) {
    upstreamDetail = appendDetailNames(upstreamDetail, hints.suppliers, '供應商（10-K）', 'SEC 年報提及', symbol);
  }
  if (hints.customers?.length) {
    downstreamDetail = appendDetailNames(downstreamDetail, hints.customers, '客戶（10-K）', 'SEC 年報提及', symbol);
  }
  const ind = industry.toLowerCase();
  if (/semiconductor|chip/i.test(ind)) {
    upstreamDetail = appendDetailNames(
      upstreamDetail,
      SECTOR_SUPPLIER_TICKERS.semiconductor,
      '產業常見供應商',
      '半導體鏈',
      symbol,
    );
  }
  if (hints.competitors?.length) {
    const from10k = hints.competitors.map(c => String(c).replace(/\s+(Inc\.|Corp\.|Corporation|Ltd\.|LLC|Co\.)/i, '').trim().toUpperCase())
      .filter(c => isTradableSymbol(c));
    peers = [...new Set([...peers, ...from10k])].filter(p => p !== symbol).slice(0, 12);
  }

  const flatUp = upstreamDetail.flatMap(g => g.entities || [g.label]).filter(Boolean);
  const flatDown = downstreamDetail.flatMap(g => g.entities || [g.label]).filter(Boolean);

  return finalizeIndustryChain({
    ...base,
    upstream: flatUp.length ? flatUp : base.upstream,
    downstream: flatDown.length ? flatDown : base.downstream,
    upstreamDetail,
    downstreamDetail,
    peers,

    tenKExcerpt: hints.excerpt ? String(hints.excerpt).slice(0, 480) : base.tenKExcerpt || null,
    chainSource: hints.source || base.chainSource || (hints.excerpt ? 'SEC 10-K' : null),
    chainSources: [...new Set([...(base.chainSources || []), hints.excerpt ? 'SEC 10-K' : null].filter(Boolean))],
    searches: [],
  }, symbol);
}

export async function buildCompanyResources(symbol, profile = {}, management = {}) {
  const links = [];
  const ir = resolveInvestorRelationsUrl(profile.website || management.website);
  if (ir) links.push({ labelZh: '投資人關係／官網', url: ir.url, source: '官網' });
  const sec = await buildSecResourceLinks(symbol).catch(() => []);
  return [...links, ...sec];
}