Add hybrid research copilot workspace
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@@ -93,6 +93,20 @@ Use this ordering for most product pages:
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- Controls typically use `rounded-xl`.
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- Default panel padding is `p-4` on mobile and `sm:p-5` or `sm:p-6` on larger screens.
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### Research workspace modes
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The research product now supports two layout modes for the same ticker-scoped workspace:
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- `Workspace`: the default operating mode. Keep memo authoring, library management, and uploads in the primary column with the copilot docked as a sticky secondary rail.
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- `Copilot Focus`: a deep-work mode. The conversation becomes the primary surface and memo, library, and packet views move into secondary tabs.
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Rules:
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- The active ticker must remain visible in both modes.
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- Mode switches should preserve the same local state, draft state, and copilot session.
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- Secondary surfaces in focus mode should feel adjacent, not modal. Use tabbed panel switching rather than route changes for memo, library, and packet context.
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- Avoid introducing a second page shell for focus mode. The user should feel they are still inside the research workspace.
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## Typography
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### Font roles
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@@ -231,6 +245,53 @@ Panel rules:
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Reference implementation: `components/ui/panel.tsx`
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### Research copilot panels
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Copilot surfaces should feel like analytical instruments, not consumer chat.
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Use the docked copilot rail for:
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- cited Q&A tied to the current ticker
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- short follow-up turns during memo work
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- pinning or attaching evidence while staying in the main workspace
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Use the focus copilot surface for:
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- multi-turn investigative sessions
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- long answers with multiple citations
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- review-first drafting into memo or notes
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Copilot panel rules:
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- Keep header copy operational and concise.
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- Show context chips for ticker, target memo section, and pinned evidence count.
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- Source toggles should be compact and behave like tool filters, not marketing pills.
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- Message cards should differentiate user and assistant turns with surface treatment, not bright color.
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- Empty states should suggest concrete research questions rather than generic onboarding copy.
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### Citation cards
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Citation cards are evidence controls, not decorative footnotes.
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Rules:
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- Lead with the citation index and source label.
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- Keep excerpts short and scan-friendly.
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- Present actions inline: `Open`, `Pin` or `Unpin`, and `Attach`.
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- Use the same card rhythm inside docked and focus copilot modes.
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- If a citation cannot be attached because no artifact exists, disable the attach action instead of hiding it.
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### Review-first AI write flows
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AI-generated content may propose note drafts, memo-section drafts, or background brief jobs, but it must not silently mutate user-authored research state.
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Rules:
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- Suggested actions should be explicit buttons on assistant messages.
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- Drafting into notes or memo sections should populate editable client form state first.
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- Persistence should happen only through the existing note or memo save actions.
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- Long-running synthesis should route through the task/notification system instead of blocking the conversation thread.
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### Status pills and tags
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Status pills should be compact, uppercase, and visually coded, but the text label must remain meaningful on its own.
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