Add hybrid research copilot workspace
This commit is contained in:
@@ -6,6 +6,7 @@ import { useQueryClient } from '@tanstack/react-query';
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import { BookOpenText, Download, FilePlus2, Filter, FolderUp, Link2, NotebookPen, Search, ShieldCheck, Sparkles, Trash2 } from 'lucide-react';
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import Link from 'next/link';
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import { useSearchParams } from 'next/navigation';
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import { ResearchCopilotPanel } from '@/components/research/research-copilot-panel';
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import { AppShell } from '@/components/shell/app-shell';
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import { Panel } from '@/components/ui/panel';
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import { Button } from '@/components/ui/button';
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@@ -31,6 +32,8 @@ import type {
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ResearchArtifact,
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ResearchArtifactKind,
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ResearchArtifactSource,
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ResearchCopilotCitation,
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ResearchCopilotSession,
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ResearchMemo,
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ResearchMemoSection,
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ResearchWorkspace
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@@ -104,6 +107,15 @@ const EMPTY_MEMO_FORM: MemoFormState = {
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nextActionsMarkdown: ''
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};
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const MEMO_FORM_FIELD_BY_SECTION: Record<ResearchMemoSection, keyof MemoFormState> = {
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thesis: 'thesisMarkdown',
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variant_view: 'variantViewMarkdown',
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catalysts: 'catalystsMarkdown',
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risks: 'risksMarkdown',
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disconfirming_evidence: 'disconfirmingEvidenceMarkdown',
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next_actions: 'nextActionsMarkdown'
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};
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function parseTags(value: string) {
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const unique = new Set<string>();
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@@ -197,6 +209,8 @@ function ResearchPageContent() {
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const [uploadTitle, setUploadTitle] = useState('');
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const [uploadSummary, setUploadSummary] = useState('');
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const [uploadTags, setUploadTags] = useState('');
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const [researchMode, setResearchMode] = useState<'workspace' | 'copilot'>('workspace');
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const [focusTab, setFocusTab] = useState<'library' | 'memo' | 'packet'>('library');
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const ticker = useMemo(() => searchParams.get('ticker')?.trim().toUpperCase() ?? '', [searchParams]);
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const deferredSearch = useDeferredValue(searchInput);
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@@ -253,6 +267,7 @@ function ResearchPageContent() {
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const invalidateResearch = async (symbol: string) => {
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await Promise.all([
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queryClient.invalidateQueries({ queryKey: queryKeys.researchWorkspace(symbol) }),
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queryClient.invalidateQueries({ queryKey: queryKeys.researchCopilotSession(symbol) }),
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queryClient.invalidateQueries({ queryKey: ['research', 'library', symbol] }),
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queryClient.invalidateQueries({ queryKey: queryKeys.researchMemo(symbol) }),
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queryClient.invalidateQueries({ queryKey: queryKeys.researchPacket(symbol) }),
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@@ -399,9 +414,369 @@ function ResearchPageContent() {
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}
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};
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const handleCopilotSessionChange = (session: ResearchCopilotSession) => {
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setWorkspace((current) => current ? { ...current, copilotSession: session } : current);
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};
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const handleDraftNote = (input: { title: string; summary: string; bodyMarkdown: string }) => {
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setNoteForm({
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id: null,
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title: input.title,
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summary: input.summary,
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bodyMarkdown: input.bodyMarkdown,
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tags: 'copilot'
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});
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setNotice('Loaded copilot output into the note draft editor for review.');
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};
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const handleDraftMemoSection = (section: ResearchMemoSection, contentMarkdown: string) => {
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const field = MEMO_FORM_FIELD_BY_SECTION[section];
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setMemoForm((current) => ({
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...current,
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[field]: contentMarkdown
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}));
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setAttachSection(section);
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setNotice(`Loaded copilot output into ${MEMO_SECTIONS.find((item) => item.value === section)?.label}.`);
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};
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const handleAttachCitation = async (citation: ResearchCopilotCitation, section: ResearchMemoSection) => {
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if (!citation.artifactId) {
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setError('This citation cannot be attached because no research artifact is available for it.');
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return;
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}
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try {
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const memoId = await ensureMemo();
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await addResearchMemoEvidence({
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memoId,
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artifactId: citation.artifactId,
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section
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});
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setNotice(`Attached cited evidence to ${MEMO_SECTIONS.find((item) => item.value === section)?.label}.`);
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await invalidateResearch(ticker);
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await loadWorkspace(ticker);
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} catch (err) {
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setError(err instanceof Error ? err.message : 'Unable to attach cited evidence');
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}
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};
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const availableTags = workspace?.availableTags ?? [];
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const memoEvidenceCount = workspace?.packet.sections.reduce((sum, section) => sum + section.evidence.length, 0) ?? 0;
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const renderQuickNotePanel = () => (
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<Panel
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title={noteForm.id === null ? 'Quick Note' : 'Edit Note'}
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subtitle="Capture thesis changes, diligence notes, and interpretation gaps directly into the library."
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actions={<NotebookPen className="size-4 text-[color:var(--accent)]" />}
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>
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<div className="space-y-3">
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<Input aria-label="Research note title" value={noteForm.title} onChange={(event) => setNoteForm((current) => ({ ...current, title: event.target.value }))} placeholder="Headline or checkpoint title" />
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<Input aria-label="Research note summary" value={noteForm.summary} onChange={(event) => setNoteForm((current) => ({ ...current, summary: event.target.value }))} placeholder="One-line summary for skimming and search" />
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<textarea
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aria-label="Research note body"
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value={noteForm.bodyMarkdown}
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onChange={(event) => setNoteForm((current) => ({ ...current, bodyMarkdown: event.target.value }))}
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placeholder="Write the actual research note, variant view, or diligence conclusion..."
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className="min-h-[160px] w-full rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)] outline-none transition placeholder:text-[color:var(--terminal-muted)] focus:border-[color:var(--line-strong)] focus:shadow-[0_0_0_3px_var(--focus-ring)]"
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/>
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<Input aria-label="Research note tags" value={noteForm.tags} onChange={(event) => setNoteForm((current) => ({ ...current, tags: event.target.value }))} placeholder="Tags, comma-separated" />
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<div className="flex flex-wrap gap-2">
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<Button onClick={() => void saveNote()}>
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<FilePlus2 className="size-4" />
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{noteForm.id === null ? 'Save note' : 'Update note'}
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</Button>
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{noteForm.id !== null ? (
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<Button variant="ghost" onClick={() => setNoteForm(EMPTY_NOTE_FORM)}>
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Cancel edit
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</Button>
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) : null}
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</div>
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</div>
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</Panel>
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);
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const renderLibraryPanel = () => (
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<Panel
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title="Research Library"
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subtitle={`${library.length} artifacts match the current filter set.`}
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actions={(
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<div className="flex items-center gap-2">
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<span className="text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Attach to</span>
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<select className="rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-2 py-1 text-xs text-[color:var(--terminal-bright)]" value={attachSection} onChange={(event) => setAttachSection(event.target.value as ResearchMemoSection)}>
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{MEMO_SECTIONS.map((section) => (
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<option key={section.value} value={section.value}>{section.label}</option>
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))}
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</select>
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</div>
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)}
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>
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<div className="space-y-4">
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<div className="grid gap-3 rounded-2xl border border-[color:var(--line-weak)] bg-[rgba(255,255,255,0.03)] p-4 lg:grid-cols-[1.4fr_repeat(3,minmax(0,1fr))]">
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<div>
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<label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Search</label>
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<div className="relative">
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<Search className="pointer-events-none absolute left-3 top-1/2 size-4 -translate-y-1/2 text-[color:var(--terminal-muted)]" />
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<Input aria-label="Research search" className="pl-9" value={searchInput} onChange={(event) => setSearchInput(event.target.value)} placeholder="Keyword search research..." />
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</div>
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</div>
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<div>
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<label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Artifact Type</label>
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<select aria-label="Artifact type filter" className="w-full rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)]" value={kindFilter} onChange={(event) => setKindFilter(event.target.value as '' | ResearchArtifactKind)}>
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{KIND_OPTIONS.map((option) => (
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<option key={option.label} value={option.value}>{option.label}</option>
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))}
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</select>
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</div>
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<div>
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<label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Source</label>
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<select aria-label="Artifact source filter" className="w-full rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)]" value={sourceFilter} onChange={(event) => setSourceFilter(event.target.value as '' | ResearchArtifactSource)}>
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{SOURCE_OPTIONS.map((option) => (
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<option key={option.label} value={option.value}>{option.label}</option>
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))}
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</select>
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</div>
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<div>
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<label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Tag</label>
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<select aria-label="Artifact tag filter" className="w-full rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)]" value={tagFilter} onChange={(event) => setTagFilter(event.target.value)}>
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<option value="">All tags</option>
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{availableTags.map((tag) => (
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<option key={tag} value={tag}>{tag}</option>
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))}
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</select>
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</div>
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</div>
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<div className="flex flex-wrap items-center gap-3">
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<label className="flex items-center gap-2 rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)]">
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<input type="checkbox" checked={linkedOnly} onChange={(event) => setLinkedOnly(event.target.checked)} />
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Show memo-linked evidence only
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</label>
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<div className="flex items-center gap-2 rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-xs text-[color:var(--terminal-muted)]">
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<ShieldCheck className="size-4 text-[color:var(--accent)]" />
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Private workspace scope
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</div>
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</div>
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<div className="space-y-3">
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{library.length === 0 ? (
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<p className="text-sm text-[color:var(--terminal-muted)]">No artifacts match the current search and filter combination.</p>
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) : (
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library.map((artifact) => (
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<article key={artifact.id} className="rounded-2xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-4">
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<div className="flex flex-wrap items-start justify-between gap-3">
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<div>
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<p className="text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">
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{artifact.kind.replace('_', ' ')} · {artifact.source} · {formatTimestamp(artifact.updated_at)}
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</p>
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<h4 className="mt-1 text-sm font-semibold text-[color:var(--terminal-bright)]">
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{artifact.title ?? `${artifact.kind.replace('_', ' ')} artifact`}
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</h4>
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</div>
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<div className="flex flex-wrap gap-2">
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{artifact.kind === 'upload' && artifact.storage_path ? (
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<a className="inline-flex items-center gap-1 rounded-lg border border-[color:var(--line-weak)] px-2 py-1 text-xs text-[color:var(--accent)] transition hover:border-[color:var(--line-strong)]" href={getResearchArtifactFileUrl(artifact.id)}>
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<Download className="size-3" />
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File
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</a>
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) : null}
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<Button variant="ghost" className="px-2 py-1 text-xs" onClick={() => void attachArtifact(artifact)}>
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<Link2 className="size-3" />
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Attach
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</Button>
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{artifact.kind === 'note' ? (
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<Button variant="ghost" className="px-2 py-1 text-xs" onClick={() => setNoteForm(noteFormFromArtifact(artifact))}>
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Edit
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</Button>
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) : null}
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{artifact.source === 'user' || artifact.kind === 'upload' ? (
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<Button
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variant="danger"
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className="px-2 py-1 text-xs"
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onClick={async () => {
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try {
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await deleteResearchArtifact(artifact.id);
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setNotice('Removed artifact from the library.');
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await invalidateResearch(ticker);
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await loadWorkspace(ticker);
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} catch (err) {
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setError(err instanceof Error ? err.message : 'Unable to delete artifact');
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}
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}}
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>
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<Trash2 className="size-3" />
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Delete
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</Button>
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) : null}
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</div>
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</div>
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{artifact.summary ? (
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<p className="mt-3 text-sm leading-6 text-[color:var(--terminal-bright)]">{artifact.summary}</p>
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) : null}
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{artifact.body_markdown ? (
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<p className="mt-3 whitespace-pre-wrap text-sm leading-6 text-[color:var(--terminal-muted)]">{artifact.body_markdown}</p>
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) : null}
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<div className="mt-4 flex flex-wrap gap-2">
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{artifact.linked_to_memo ? (
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<span className="rounded-full border border-[color:var(--line-strong)] px-2 py-1 text-[10px] uppercase tracking-[0.14em] text-[color:var(--accent)]">In memo</span>
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) : null}
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{artifact.accession_number ? (
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<span className="rounded-full border border-[color:var(--line-weak)] px-2 py-1 text-[10px] uppercase tracking-[0.14em] text-[color:var(--terminal-muted)]">{artifact.accession_number}</span>
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) : null}
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{artifact.tags.map((tag) => (
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<button
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key={`${artifact.id}-${tag}`}
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type="button"
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className="rounded-full border border-[color:var(--line-weak)] px-2 py-1 text-[10px] uppercase tracking-[0.14em] text-[color:var(--terminal-muted)] transition hover:border-[color:var(--line-strong)]"
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onClick={() => setTagFilter(tag)}
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>
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{tag}
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</button>
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))}
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</div>
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</article>
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))
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)}
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</div>
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</div>
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</Panel>
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);
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const renderUploadPanel = () => (
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<Panel
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title="Upload Research"
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subtitle="Store decks, transcripts, channel-check notes, and internal models with metadata-first handling."
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actions={<FolderUp className="size-4 text-[color:var(--accent)]" />}
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>
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<div className="space-y-3">
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<Input aria-label="Upload title" value={uploadTitle} onChange={(event) => setUploadTitle(event.target.value)} placeholder="Optional display title" />
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<Input aria-label="Upload summary" value={uploadSummary} onChange={(event) => setUploadSummary(event.target.value)} placeholder="Optional file summary" />
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<Input aria-label="Upload tags" value={uploadTags} onChange={(event) => setUploadTags(event.target.value)} placeholder="Tags, comma-separated" />
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<input
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aria-label="Upload file"
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type="file"
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onChange={(event) => setUploadFile(event.target.files?.[0] ?? null)}
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className="block w-full rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)]"
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/>
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<Button variant="secondary" onClick={() => void uploadFileToLibrary()} disabled={!uploadFile}>
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<UploadIcon />
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Upload file
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</Button>
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</div>
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</Panel>
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);
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const renderMemoPanel = () => (
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<Panel
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title="Investment Memo"
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subtitle="This is the living buy-side thesis. Use the library to attach evidence into sections before packet review."
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actions={<BookOpenText className="size-4 text-[color:var(--accent)]" />}
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>
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<div className="space-y-4">
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<div className="grid gap-3 md:grid-cols-2">
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<select aria-label="Memo rating" className="rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)]" value={memoForm.rating} onChange={(event) => setMemoForm((current) => ({ ...current, rating: event.target.value }))}>
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<option value="">Rating</option>
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<option value="strong_buy">Strong Buy</option>
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<option value="buy">Buy</option>
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<option value="hold">Hold</option>
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<option value="sell">Sell</option>
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</select>
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<select aria-label="Memo conviction" className="rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)]" value={memoForm.conviction} onChange={(event) => setMemoForm((current) => ({ ...current, conviction: event.target.value }))}>
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<option value="">Conviction</option>
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<option value="high">High</option>
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<option value="medium">Medium</option>
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<option value="low">Low</option>
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</select>
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</div>
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<div className="grid gap-3 md:grid-cols-2">
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<Input aria-label="Memo time horizon" value={memoForm.timeHorizonMonths} onChange={(event) => setMemoForm((current) => ({ ...current, timeHorizonMonths: event.target.value }))} placeholder="Time horizon in months" />
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<Input aria-label="Packet title" value={memoForm.packetTitle} onChange={(event) => setMemoForm((current) => ({ ...current, packetTitle: event.target.value }))} placeholder="Packet title override" />
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</div>
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<Input aria-label="Packet subtitle" value={memoForm.packetSubtitle} onChange={(event) => setMemoForm((current) => ({ ...current, packetSubtitle: event.target.value }))} placeholder="Packet subtitle" />
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{MEMO_SECTIONS.map((section) => {
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const field = MEMO_FORM_FIELD_BY_SECTION[section.value];
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return (
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<div key={section.value}>
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<label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">{section.label}</label>
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<textarea
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aria-label={`Memo ${section.label}`}
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value={memoForm[field]}
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onChange={(event) => setMemoForm((current) => ({ ...current, [field]: event.target.value }))}
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className="min-h-[108px] w-full rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)] outline-none transition placeholder:text-[color:var(--terminal-muted)] focus:border-[color:var(--line-strong)] focus:shadow-[0_0_0_3px_var(--focus-ring)]"
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placeholder={`Write ${section.label.toLowerCase()}...`}
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/>
|
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</div>
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);
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})}
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<Button onClick={() => void saveMemo()}>
|
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<NotebookPen className="size-4" />
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Save memo
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</Button>
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</div>
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</Panel>
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||||
);
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const renderPacketPanel = () => (
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<Panel
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title="Research Packet"
|
||||
subtitle="Presentation-ready memo sections with attached evidence for quick PM or IC review."
|
||||
actions={<Sparkles className="size-4 text-[color:var(--accent)]" />}
|
||||
>
|
||||
<div className="space-y-6">
|
||||
{workspace!.packet.sections.map((section) => (
|
||||
<section key={section.section} className="rounded-2xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-4">
|
||||
<div className="flex flex-wrap items-start justify-between gap-3">
|
||||
<div>
|
||||
<p className="text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Packet Section</p>
|
||||
<h3 className="mt-1 text-lg font-semibold text-[color:var(--terminal-bright)]">{section.title}</h3>
|
||||
</div>
|
||||
<p className="text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">{section.evidence.length} evidence items</p>
|
||||
</div>
|
||||
<p className="mt-4 whitespace-pre-wrap text-sm leading-7 text-[color:var(--terminal-bright)]">
|
||||
{section.body_markdown || 'No memo content yet for this section.'}
|
||||
</p>
|
||||
{section.evidence.length > 0 ? (
|
||||
<div className="mt-4 grid gap-3 lg:grid-cols-2">
|
||||
{section.evidence.map((item) => (
|
||||
<article key={item.id} className="rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel)] p-3">
|
||||
<div className="flex items-start justify-between gap-3">
|
||||
<div>
|
||||
<p className="text-xs uppercase tracking-[0.14em] text-[color:var(--terminal-muted)]">{item.artifact.kind.replace('_', ' ')}</p>
|
||||
<h4 className="mt-1 text-sm font-semibold text-[color:var(--terminal-bright)]">{item.artifact.title ?? 'Untitled evidence'}</h4>
|
||||
</div>
|
||||
{workspace!.memo ? (
|
||||
<Button
|
||||
variant="ghost"
|
||||
className="px-2 py-1 text-xs"
|
||||
onClick={async () => {
|
||||
try {
|
||||
await deleteResearchMemoEvidence(workspace!.memo!.id, item.id);
|
||||
setNotice('Removed memo evidence.');
|
||||
await invalidateResearch(ticker);
|
||||
await loadWorkspace(ticker);
|
||||
} catch (err) {
|
||||
setError(err instanceof Error ? err.message : 'Unable to remove memo evidence');
|
||||
}
|
||||
}}
|
||||
>
|
||||
Remove
|
||||
</Button>
|
||||
) : null}
|
||||
</div>
|
||||
{item.annotation ? (
|
||||
<p className="mt-2 text-sm text-[color:var(--terminal-muted)]">{item.annotation}</p>
|
||||
) : null}
|
||||
<p className="mt-2 text-sm text-[color:var(--terminal-bright)]">{item.artifact.summary ?? item.artifact.body_markdown ?? 'No summary available.'}</p>
|
||||
</article>
|
||||
))}
|
||||
</div>
|
||||
) : null}
|
||||
</section>
|
||||
))}
|
||||
</div>
|
||||
</Panel>
|
||||
);
|
||||
|
||||
return (
|
||||
<AppShell
|
||||
title="Research"
|
||||
@@ -413,6 +788,28 @@ function ResearchPageContent() {
|
||||
]}
|
||||
actions={(
|
||||
<div className="flex flex-wrap gap-2">
|
||||
<div className="inline-flex rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-1">
|
||||
<button
|
||||
type="button"
|
||||
className={researchMode === 'workspace'
|
||||
? 'rounded-lg bg-[color:var(--panel)] px-3 py-2 text-sm text-[color:var(--terminal-bright)]'
|
||||
: 'rounded-lg px-3 py-2 text-sm text-[color:var(--terminal-muted)] transition hover:text-[color:var(--terminal-bright)]'
|
||||
}
|
||||
onClick={() => setResearchMode('workspace')}
|
||||
>
|
||||
Workspace
|
||||
</button>
|
||||
<button
|
||||
type="button"
|
||||
className={researchMode === 'copilot'
|
||||
? 'rounded-lg bg-[color:var(--panel)] px-3 py-2 text-sm text-[color:var(--terminal-bright)]'
|
||||
: 'rounded-lg px-3 py-2 text-sm text-[color:var(--terminal-muted)] transition hover:text-[color:var(--terminal-bright)]'
|
||||
}
|
||||
onClick={() => setResearchMode('copilot')}
|
||||
>
|
||||
Copilot Focus
|
||||
</button>
|
||||
</div>
|
||||
<Button
|
||||
variant="secondary"
|
||||
onClick={() => {
|
||||
@@ -499,325 +896,75 @@ function ResearchPageContent() {
|
||||
</Panel>
|
||||
) : (
|
||||
<>
|
||||
<div className="grid gap-6 xl:grid-cols-[0.9fr_1.25fr_1.1fr]">
|
||||
<Panel
|
||||
title="Library Filters"
|
||||
subtitle="Narrow the evidence set by structure, ownership, and memo linkage."
|
||||
actions={<Filter className="size-4 text-[color:var(--accent)]" />}
|
||||
>
|
||||
<div className="space-y-3">
|
||||
<div>
|
||||
<label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Search</label>
|
||||
<div className="relative">
|
||||
<Search className="pointer-events-none absolute left-3 top-1/2 size-4 -translate-y-1/2 text-[color:var(--terminal-muted)]" />
|
||||
<Input aria-label="Research search" className="pl-9" value={searchInput} onChange={(event) => setSearchInput(event.target.value)} placeholder="Keyword search research..." />
|
||||
{researchMode === 'workspace' ? (
|
||||
<div className="grid gap-6 xl:grid-cols-[minmax(0,1.7fr)_minmax(22rem,0.85fr)]">
|
||||
<div className="space-y-6">
|
||||
<div className="grid gap-6 xl:grid-cols-[1.05fr_0.95fr]">
|
||||
<div className="space-y-6">
|
||||
{renderQuickNotePanel()}
|
||||
{renderLibraryPanel()}
|
||||
{renderUploadPanel()}
|
||||
</div>
|
||||
{renderMemoPanel()}
|
||||
</div>
|
||||
<div>
|
||||
<label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Artifact Type</label>
|
||||
<select aria-label="Artifact type filter" className="w-full rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)]" value={kindFilter} onChange={(event) => setKindFilter(event.target.value as '' | ResearchArtifactKind)}>
|
||||
{KIND_OPTIONS.map((option) => (
|
||||
<option key={option.label} value={option.value}>{option.label}</option>
|
||||
))}
|
||||
</select>
|
||||
</div>
|
||||
<div>
|
||||
<label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Source</label>
|
||||
<select aria-label="Artifact source filter" className="w-full rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)]" value={sourceFilter} onChange={(event) => setSourceFilter(event.target.value as '' | ResearchArtifactSource)}>
|
||||
{SOURCE_OPTIONS.map((option) => (
|
||||
<option key={option.label} value={option.value}>{option.label}</option>
|
||||
))}
|
||||
</select>
|
||||
</div>
|
||||
<div>
|
||||
<label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Tag</label>
|
||||
<select aria-label="Artifact tag filter" className="w-full rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)]" value={tagFilter} onChange={(event) => setTagFilter(event.target.value)}>
|
||||
<option value="">All tags</option>
|
||||
{availableTags.map((tag) => (
|
||||
<option key={tag} value={tag}>{tag}</option>
|
||||
))}
|
||||
</select>
|
||||
</div>
|
||||
<label className="flex items-center gap-2 rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)]">
|
||||
<input type="checkbox" checked={linkedOnly} onChange={(event) => setLinkedOnly(event.target.checked)} />
|
||||
Show memo-linked evidence only
|
||||
</label>
|
||||
<div className="rounded-2xl border border-[color:var(--line-weak)] bg-[rgba(255,255,255,0.03)] p-4">
|
||||
<div className="flex items-center gap-2 text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">
|
||||
<ShieldCheck className="size-4 text-[color:var(--accent)]" />
|
||||
Access Model
|
||||
</div>
|
||||
<p className="mt-3 text-sm text-[color:var(--terminal-muted)]">All research artifacts are private to the authenticated user in this release. The data model is prepared for workspace scopes later.</p>
|
||||
</div>
|
||||
{renderPacketPanel()}
|
||||
</div>
|
||||
</Panel>
|
||||
|
||||
<div className="space-y-6">
|
||||
<Panel
|
||||
title={noteForm.id === null ? 'Quick Note' : 'Edit Note'}
|
||||
subtitle="Capture thesis changes, diligence notes, and interpretation gaps directly into the library."
|
||||
actions={<NotebookPen className="size-4 text-[color:var(--accent)]" />}
|
||||
>
|
||||
<div className="space-y-3">
|
||||
<Input aria-label="Research note title" value={noteForm.title} onChange={(event) => setNoteForm((current) => ({ ...current, title: event.target.value }))} placeholder="Headline or checkpoint title" />
|
||||
<Input aria-label="Research note summary" value={noteForm.summary} onChange={(event) => setNoteForm((current) => ({ ...current, summary: event.target.value }))} placeholder="One-line summary for skimming and search" />
|
||||
<textarea
|
||||
aria-label="Research note body"
|
||||
value={noteForm.bodyMarkdown}
|
||||
onChange={(event) => setNoteForm((current) => ({ ...current, bodyMarkdown: event.target.value }))}
|
||||
placeholder="Write the actual research note, variant view, or diligence conclusion..."
|
||||
className="min-h-[160px] w-full rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)] outline-none transition placeholder:text-[color:var(--terminal-muted)] focus:border-[color:var(--line-strong)] focus:shadow-[0_0_0_3px_var(--focus-ring)]"
|
||||
/>
|
||||
<Input aria-label="Research note tags" value={noteForm.tags} onChange={(event) => setNoteForm((current) => ({ ...current, tags: event.target.value }))} placeholder="Tags, comma-separated" />
|
||||
<ResearchCopilotPanel
|
||||
ticker={ticker}
|
||||
companyName={workspace.companyName}
|
||||
session={workspace.copilotSession}
|
||||
targetSection={attachSection}
|
||||
onSessionChange={handleCopilotSessionChange}
|
||||
onDraftNote={handleDraftNote}
|
||||
onDraftMemoSection={handleDraftMemoSection}
|
||||
onAttachCitation={handleAttachCitation}
|
||||
onNotice={setNotice}
|
||||
onError={setError}
|
||||
/>
|
||||
</div>
|
||||
) : (
|
||||
<div className="grid gap-6 xl:grid-cols-[minmax(0,1.25fr)_minmax(22rem,0.95fr)]">
|
||||
<ResearchCopilotPanel
|
||||
ticker={ticker}
|
||||
companyName={workspace.companyName}
|
||||
session={workspace.copilotSession}
|
||||
targetSection={attachSection}
|
||||
variant="focus"
|
||||
onSessionChange={handleCopilotSessionChange}
|
||||
onDraftNote={handleDraftNote}
|
||||
onDraftMemoSection={handleDraftMemoSection}
|
||||
onAttachCitation={handleAttachCitation}
|
||||
onNotice={setNotice}
|
||||
onError={setError}
|
||||
/>
|
||||
<div className="space-y-6">
|
||||
<Panel
|
||||
title="Research Surfaces"
|
||||
subtitle="Keep the memo, library, and packet within reach while the copilot stays full-width."
|
||||
actions={<Filter className="size-4 text-[color:var(--accent)]" />}
|
||||
>
|
||||
<div className="flex flex-wrap gap-2">
|
||||
<Button onClick={() => void saveNote()}>
|
||||
<FilePlus2 className="size-4" />
|
||||
{noteForm.id === null ? 'Save note' : 'Update note'}
|
||||
</Button>
|
||||
{noteForm.id !== null ? (
|
||||
<Button variant="ghost" onClick={() => setNoteForm(EMPTY_NOTE_FORM)}>
|
||||
Cancel edit
|
||||
</Button>
|
||||
) : null}
|
||||
{(['library', 'memo', 'packet'] as const).map((tab) => (
|
||||
<button
|
||||
key={tab}
|
||||
type="button"
|
||||
className={focusTab === tab
|
||||
? 'rounded-lg border border-[color:var(--line-strong)] bg-[color:var(--panel)] px-3 py-2 text-sm text-[color:var(--terminal-bright)]'
|
||||
: 'rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-muted)] transition hover:text-[color:var(--terminal-bright)]'
|
||||
}
|
||||
onClick={() => setFocusTab(tab)}
|
||||
>
|
||||
{tab === 'library' ? 'Library' : tab === 'memo' ? 'Memo' : 'Packet'}
|
||||
</button>
|
||||
))}
|
||||
</div>
|
||||
</div>
|
||||
</Panel>
|
||||
|
||||
<Panel
|
||||
title="Research Library"
|
||||
subtitle={`${library.length} artifacts match the current filter set.`}
|
||||
actions={(
|
||||
<div className="flex items-center gap-2">
|
||||
<span className="text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Attach to</span>
|
||||
<select className="rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-2 py-1 text-xs text-[color:var(--terminal-bright)]" value={attachSection} onChange={(event) => setAttachSection(event.target.value as ResearchMemoSection)}>
|
||||
{MEMO_SECTIONS.map((section) => (
|
||||
<option key={section.value} value={section.value}>{section.label}</option>
|
||||
))}
|
||||
</select>
|
||||
</div>
|
||||
)}
|
||||
>
|
||||
<div className="space-y-3">
|
||||
{library.length === 0 ? (
|
||||
<p className="text-sm text-[color:var(--terminal-muted)]">No artifacts match the current search and filter combination.</p>
|
||||
) : (
|
||||
library.map((artifact) => (
|
||||
<article key={artifact.id} className="rounded-2xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-4">
|
||||
<div className="flex flex-wrap items-start justify-between gap-3">
|
||||
<div>
|
||||
<p className="text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">
|
||||
{artifact.kind.replace('_', ' ')} · {artifact.source} · {formatTimestamp(artifact.updated_at)}
|
||||
</p>
|
||||
<h4 className="mt-1 text-sm font-semibold text-[color:var(--terminal-bright)]">
|
||||
{artifact.title ?? `${artifact.kind.replace('_', ' ')} artifact`}
|
||||
</h4>
|
||||
</div>
|
||||
<div className="flex flex-wrap gap-2">
|
||||
{artifact.kind === 'upload' && artifact.storage_path ? (
|
||||
<a className="inline-flex items-center gap-1 rounded-lg border border-[color:var(--line-weak)] px-2 py-1 text-xs text-[color:var(--accent)] transition hover:border-[color:var(--line-strong)]" href={getResearchArtifactFileUrl(artifact.id)}>
|
||||
<Download className="size-3" />
|
||||
File
|
||||
</a>
|
||||
) : null}
|
||||
<Button variant="ghost" className="px-2 py-1 text-xs" onClick={() => void attachArtifact(artifact)}>
|
||||
<Link2 className="size-3" />
|
||||
Attach
|
||||
</Button>
|
||||
{artifact.kind === 'note' ? (
|
||||
<Button variant="ghost" className="px-2 py-1 text-xs" onClick={() => setNoteForm(noteFormFromArtifact(artifact))}>
|
||||
Edit
|
||||
</Button>
|
||||
) : null}
|
||||
{artifact.source === 'user' || artifact.kind === 'upload' ? (
|
||||
<Button
|
||||
variant="danger"
|
||||
className="px-2 py-1 text-xs"
|
||||
onClick={async () => {
|
||||
try {
|
||||
await deleteResearchArtifact(artifact.id);
|
||||
setNotice('Removed artifact from the library.');
|
||||
await invalidateResearch(ticker);
|
||||
await loadWorkspace(ticker);
|
||||
} catch (err) {
|
||||
setError(err instanceof Error ? err.message : 'Unable to delete artifact');
|
||||
}
|
||||
}}
|
||||
>
|
||||
<Trash2 className="size-3" />
|
||||
Delete
|
||||
</Button>
|
||||
) : null}
|
||||
</div>
|
||||
</div>
|
||||
{artifact.summary ? (
|
||||
<p className="mt-3 text-sm leading-6 text-[color:var(--terminal-bright)]">{artifact.summary}</p>
|
||||
) : null}
|
||||
{artifact.body_markdown ? (
|
||||
<p className="mt-3 whitespace-pre-wrap text-sm leading-6 text-[color:var(--terminal-muted)]">{artifact.body_markdown}</p>
|
||||
) : null}
|
||||
<div className="mt-4 flex flex-wrap gap-2">
|
||||
{artifact.linked_to_memo ? (
|
||||
<span className="rounded-full border border-[color:var(--line-strong)] px-2 py-1 text-[10px] uppercase tracking-[0.14em] text-[color:var(--accent)]">In memo</span>
|
||||
) : null}
|
||||
{artifact.accession_number ? (
|
||||
<span className="rounded-full border border-[color:var(--line-weak)] px-2 py-1 text-[10px] uppercase tracking-[0.14em] text-[color:var(--terminal-muted)]">{artifact.accession_number}</span>
|
||||
) : null}
|
||||
{artifact.tags.map((tag) => (
|
||||
<button
|
||||
key={`${artifact.id}-${tag}`}
|
||||
type="button"
|
||||
className="rounded-full border border-[color:var(--line-weak)] px-2 py-1 text-[10px] uppercase tracking-[0.14em] text-[color:var(--terminal-muted)] transition hover:border-[color:var(--line-strong)]"
|
||||
onClick={() => setTagFilter(tag)}
|
||||
>
|
||||
{tag}
|
||||
</button>
|
||||
))}
|
||||
</div>
|
||||
</article>
|
||||
))
|
||||
)}
|
||||
</div>
|
||||
</Panel>
|
||||
|
||||
<Panel
|
||||
title="Upload Research"
|
||||
subtitle="Store decks, transcripts, channel-check notes, and internal models with metadata-first handling."
|
||||
actions={<FolderUp className="size-4 text-[color:var(--accent)]" />}
|
||||
>
|
||||
<div className="space-y-3">
|
||||
<Input aria-label="Upload title" value={uploadTitle} onChange={(event) => setUploadTitle(event.target.value)} placeholder="Optional display title" />
|
||||
<Input aria-label="Upload summary" value={uploadSummary} onChange={(event) => setUploadSummary(event.target.value)} placeholder="Optional file summary" />
|
||||
<Input aria-label="Upload tags" value={uploadTags} onChange={(event) => setUploadTags(event.target.value)} placeholder="Tags, comma-separated" />
|
||||
<input
|
||||
aria-label="Upload file"
|
||||
type="file"
|
||||
onChange={(event) => setUploadFile(event.target.files?.[0] ?? null)}
|
||||
className="block w-full rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)]"
|
||||
/>
|
||||
<Button variant="secondary" onClick={() => void uploadFileToLibrary()} disabled={!uploadFile}>
|
||||
<UploadIcon />
|
||||
Upload file
|
||||
</Button>
|
||||
</div>
|
||||
</Panel>
|
||||
</div>
|
||||
|
||||
<Panel
|
||||
title="Investment Memo"
|
||||
subtitle="This is the living buy-side thesis. Use the library to attach evidence into sections before packet review."
|
||||
actions={<BookOpenText className="size-4 text-[color:var(--accent)]" />}
|
||||
>
|
||||
<div className="space-y-4">
|
||||
<div className="grid gap-3 md:grid-cols-2">
|
||||
<select aria-label="Memo rating" className="rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)]" value={memoForm.rating} onChange={(event) => setMemoForm((current) => ({ ...current, rating: event.target.value }))}>
|
||||
<option value="">Rating</option>
|
||||
<option value="strong_buy">Strong Buy</option>
|
||||
<option value="buy">Buy</option>
|
||||
<option value="hold">Hold</option>
|
||||
<option value="sell">Sell</option>
|
||||
</select>
|
||||
<select aria-label="Memo conviction" className="rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)]" value={memoForm.conviction} onChange={(event) => setMemoForm((current) => ({ ...current, conviction: event.target.value }))}>
|
||||
<option value="">Conviction</option>
|
||||
<option value="high">High</option>
|
||||
<option value="medium">Medium</option>
|
||||
<option value="low">Low</option>
|
||||
</select>
|
||||
</div>
|
||||
<div className="grid gap-3 md:grid-cols-2">
|
||||
<Input aria-label="Memo time horizon" value={memoForm.timeHorizonMonths} onChange={(event) => setMemoForm((current) => ({ ...current, timeHorizonMonths: event.target.value }))} placeholder="Time horizon in months" />
|
||||
<Input aria-label="Packet title" value={memoForm.packetTitle} onChange={(event) => setMemoForm((current) => ({ ...current, packetTitle: event.target.value }))} placeholder="Packet title override" />
|
||||
</div>
|
||||
<Input aria-label="Packet subtitle" value={memoForm.packetSubtitle} onChange={(event) => setMemoForm((current) => ({ ...current, packetSubtitle: event.target.value }))} placeholder="Packet subtitle" />
|
||||
{MEMO_SECTIONS.map((section) => {
|
||||
const fieldMap: Record<ResearchMemoSection, keyof MemoFormState> = {
|
||||
thesis: 'thesisMarkdown',
|
||||
variant_view: 'variantViewMarkdown',
|
||||
catalysts: 'catalystsMarkdown',
|
||||
risks: 'risksMarkdown',
|
||||
disconfirming_evidence: 'disconfirmingEvidenceMarkdown',
|
||||
next_actions: 'nextActionsMarkdown'
|
||||
};
|
||||
const field = fieldMap[section.value];
|
||||
|
||||
return (
|
||||
<div key={section.value}>
|
||||
<label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">{section.label}</label>
|
||||
<textarea
|
||||
aria-label={`Memo ${section.label}`}
|
||||
value={memoForm[field]}
|
||||
onChange={(event) => setMemoForm((current) => ({ ...current, [field]: event.target.value }))}
|
||||
className="min-h-[108px] w-full rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)] outline-none transition placeholder:text-[color:var(--terminal-muted)] focus:border-[color:var(--line-strong)] focus:shadow-[0_0_0_3px_var(--focus-ring)]"
|
||||
placeholder={`Write ${section.label.toLowerCase()}...`}
|
||||
/>
|
||||
</div>
|
||||
);
|
||||
})}
|
||||
<Button onClick={() => void saveMemo()}>
|
||||
<NotebookPen className="size-4" />
|
||||
Save memo
|
||||
</Button>
|
||||
</Panel>
|
||||
{focusTab === 'library' ? renderLibraryPanel() : null}
|
||||
{focusTab === 'memo' ? renderMemoPanel() : null}
|
||||
{focusTab === 'packet' ? renderPacketPanel() : null}
|
||||
</div>
|
||||
</Panel>
|
||||
</div>
|
||||
|
||||
<Panel
|
||||
title="Research Packet"
|
||||
subtitle="Presentation-ready memo sections with attached evidence for quick PM or IC review."
|
||||
actions={<Sparkles className="size-4 text-[color:var(--accent)]" />}
|
||||
>
|
||||
<div className="space-y-6">
|
||||
{workspace.packet.sections.map((section) => (
|
||||
<section key={section.section} className="rounded-2xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-4">
|
||||
<div className="flex flex-wrap items-start justify-between gap-3">
|
||||
<div>
|
||||
<p className="text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Packet Section</p>
|
||||
<h3 className="mt-1 text-lg font-semibold text-[color:var(--terminal-bright)]">{section.title}</h3>
|
||||
</div>
|
||||
<p className="text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">{section.evidence.length} evidence items</p>
|
||||
</div>
|
||||
<p className="mt-4 whitespace-pre-wrap text-sm leading-7 text-[color:var(--terminal-bright)]">
|
||||
{section.body_markdown || 'No memo content yet for this section.'}
|
||||
</p>
|
||||
{section.evidence.length > 0 ? (
|
||||
<div className="mt-4 grid gap-3 lg:grid-cols-2">
|
||||
{section.evidence.map((item) => (
|
||||
<article key={item.id} className="rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel)] p-3">
|
||||
<div className="flex items-start justify-between gap-3">
|
||||
<div>
|
||||
<p className="text-xs uppercase tracking-[0.14em] text-[color:var(--terminal-muted)]">{item.artifact.kind.replace('_', ' ')}</p>
|
||||
<h4 className="mt-1 text-sm font-semibold text-[color:var(--terminal-bright)]">{item.artifact.title ?? 'Untitled evidence'}</h4>
|
||||
</div>
|
||||
{workspace.memo ? (
|
||||
<Button
|
||||
variant="ghost"
|
||||
className="px-2 py-1 text-xs"
|
||||
onClick={async () => {
|
||||
try {
|
||||
await deleteResearchMemoEvidence(workspace.memo!.id, item.id);
|
||||
setNotice('Removed memo evidence.');
|
||||
await invalidateResearch(ticker);
|
||||
await loadWorkspace(ticker);
|
||||
} catch (err) {
|
||||
setError(err instanceof Error ? err.message : 'Unable to remove memo evidence');
|
||||
}
|
||||
}}
|
||||
>
|
||||
Remove
|
||||
</Button>
|
||||
) : null}
|
||||
</div>
|
||||
{item.annotation ? (
|
||||
<p className="mt-2 text-sm text-[color:var(--terminal-muted)]">{item.annotation}</p>
|
||||
) : null}
|
||||
<p className="mt-2 text-sm text-[color:var(--terminal-bright)]">{item.artifact.summary ?? item.artifact.body_markdown ?? 'No summary available.'}</p>
|
||||
</article>
|
||||
))}
|
||||
</div>
|
||||
) : null}
|
||||
</section>
|
||||
))}
|
||||
</div>
|
||||
</Panel>
|
||||
)}
|
||||
</>
|
||||
)}
|
||||
</>
|
||||
|
||||
Reference in New Issue
Block a user