Add hybrid research copilot workspace

lib/server/db/index.ts

@@ -77,7 +77,6 @@ function loadSqliteExtensions(client: Database) {
 function isVectorExtensionLoaded(client: Database) {
   return vectorExtensionStatus.get(client) ?? false;
 }
-
 function ensureSearchVirtualTables(client: Database) {
   client.exec(`
     CREATE VIRTUAL TABLE IF NOT EXISTS \`search_chunk_fts\` USING fts5(

lib/server/db/schema.ts

@@ -44,10 +44,12 @@ type ResearchMemoSection =
   | 'risks'
   | 'disconfirming_evidence'
   | 'next_actions';
+type SearchSource = 'documents' | 'filings' | 'research';
 type FinancialCadence = 'annual' | 'quarterly' | 'ltm';
 type SearchDocumentScope = 'global' | 'user';
 type SearchDocumentSourceKind = 'filing_document' | 'filing_brief' | 'research_note';
 type SearchIndexStatus = 'pending' | 'indexed' | 'failed';
+type ResearchCopilotMessageRole = 'user' | 'assistant';
 type FinancialSurfaceKind =
   | 'income_statement'
   | 'balance_sheet'
@@ -636,7 +638,7 @@ export const filingLink = sqliteTable('filing_link', {
 export const taskRun = sqliteTable('task_run', {
   id: text('id').primaryKey().notNull(),
   user_id: text('user_id').notNull().references(() => user.id, { onDelete: 'cascade' }),
-  task_type: text('task_type').$type<'sync_filings' | 'refresh_prices' | 'analyze_filing' | 'portfolio_insights' | 'index_search'>().notNull(),
+  task_type: text('task_type').$type<'sync_filings' | 'refresh_prices' | 'analyze_filing' | 'portfolio_insights' | 'index_search' | 'research_brief'>().notNull(),
   status: text('status').$type<'queued' | 'running' | 'completed' | 'failed'>().notNull(),
   stage: text('stage').notNull(),
   stage_detail: text('stage_detail'),
@@ -824,6 +826,38 @@ export const researchMemoEvidence = sqliteTable('research_memo_evidence', {
   researchMemoEvidenceUnique: uniqueIndex('research_memo_evidence_unique_uidx').on(table.memo_id, table.artifact_id, table.section)
 }));
 
+export const researchCopilotSession = sqliteTable('research_copilot_session', {
+  id: integer('id').primaryKey({ autoIncrement: true }),
+  user_id: text('user_id').notNull().references(() => user.id, { onDelete: 'cascade' }),
+  ticker: text('ticker').notNull(),
+  title: text('title'),
+  selected_sources: text('selected_sources', { mode: 'json' }).$type<SearchSource[]>().notNull(),
+  pinned_artifact_ids: text('pinned_artifact_ids', { mode: 'json' }).$type<number[]>().notNull(),
+  created_at: text('created_at').notNull(),
+  updated_at: text('updated_at').notNull()
+}, (table) => ({
+  researchCopilotSessionTickerUnique: uniqueIndex('research_copilot_session_ticker_uidx').on(table.user_id, table.ticker),
+  researchCopilotSessionUpdatedIndex: index('research_copilot_session_updated_idx').on(table.user_id, table.updated_at)
+}));
+
+export const researchCopilotMessage = sqliteTable('research_copilot_message', {
+  id: integer('id').primaryKey({ autoIncrement: true }),
+  session_id: integer('session_id').notNull().references(() => researchCopilotSession.id, { onDelete: 'cascade' }),
+  user_id: text('user_id').notNull().references(() => user.id, { onDelete: 'cascade' }),
+  role: text('role').$type<ResearchCopilotMessageRole>().notNull(),
+  content_markdown: text('content_markdown').notNull(),
+  citations: text('citations', { mode: 'json' }).$type<Record<string, unknown>[] | null>(),
+  follow_ups: text('follow_ups', { mode: 'json' }).$type<string[] | null>(),
+  suggested_actions: text('suggested_actions', { mode: 'json' }).$type<Record<string, unknown>[] | null>(),
+  selected_sources: text('selected_sources', { mode: 'json' }).$type<SearchSource[] | null>(),
+  pinned_artifact_ids: text('pinned_artifact_ids', { mode: 'json' }).$type<number[] | null>(),
+  memo_section: text('memo_section').$type<ResearchMemoSection | null>(),
+  created_at: text('created_at').notNull()
+}, (table) => ({
+  researchCopilotMessageSessionIndex: index('research_copilot_message_session_idx').on(table.session_id, table.created_at),
+  researchCopilotMessageUserIndex: index('research_copilot_message_user_idx').on(table.user_id, table.created_at)
+}));
+
 export const authSchema = {
   user,
   session,
@@ -855,7 +889,9 @@ export const appSchema = {
   searchChunk,
   researchArtifact,
   researchMemo,
-  researchMemoEvidence
+  researchMemoEvidence,
+  researchCopilotSession,
+  researchCopilotMessage
 };
 
 export const schema = {

lib/server/db/sqlite-schema-compat.ts

@@ -296,6 +296,50 @@ function ensureResearchWorkspaceSchema(client: Database) {
   `);
 }
 
+function ensureResearchCopilotSchema(client: Database) {
+  if (!hasTable(client, 'research_copilot_session')) {
+    client.exec(`
+      CREATE TABLE IF NOT EXISTS \`research_copilot_session\` (
+        \`id\` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
+        \`user_id\` text NOT NULL,
+        \`ticker\` text NOT NULL,
+        \`title\` text,
+        \`selected_sources\` text NOT NULL DEFAULT '["documents","filings","research"]',
+        \`pinned_artifact_ids\` text NOT NULL DEFAULT '[]',
+        \`created_at\` text NOT NULL,
+        \`updated_at\` text NOT NULL,
+        FOREIGN KEY (\`user_id\`) REFERENCES \`user\`(\`id\`) ON UPDATE no action ON DELETE cascade
+      );
+    `);
+  }
+
+  if (!hasTable(client, 'research_copilot_message')) {
+    client.exec(`
+      CREATE TABLE IF NOT EXISTS \`research_copilot_message\` (
+        \`id\` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
+        \`session_id\` integer NOT NULL,
+        \`user_id\` text NOT NULL,
+        \`role\` text NOT NULL,
+        \`content_markdown\` text NOT NULL,
+        \`citations\` text,
+        \`follow_ups\` text,
+        \`suggested_actions\` text,
+        \`selected_sources\` text,
+        \`pinned_artifact_ids\` text,
+        \`memo_section\` text,
+        \`created_at\` text NOT NULL,
+        FOREIGN KEY (\`session_id\`) REFERENCES \`research_copilot_session\`(\`id\`) ON UPDATE no action ON DELETE cascade,
+        FOREIGN KEY (\`user_id\`) REFERENCES \`user\`(\`id\`) ON UPDATE no action ON DELETE cascade
+      );
+    `);
+  }
+
+  client.exec('CREATE UNIQUE INDEX IF NOT EXISTS `research_copilot_session_ticker_uidx` ON `research_copilot_session` (`user_id`, `ticker`);');
+  client.exec('CREATE INDEX IF NOT EXISTS `research_copilot_session_updated_idx` ON `research_copilot_session` (`user_id`, `updated_at`);');
+  client.exec('CREATE INDEX IF NOT EXISTS `research_copilot_message_session_idx` ON `research_copilot_message` (`session_id`, `created_at`);');
+  client.exec('CREATE INDEX IF NOT EXISTS `research_copilot_message_user_idx` ON `research_copilot_message` (`user_id`, `created_at`);');
+}
+
 const TAXONOMY_SNAPSHOT_REQUIRED_COLUMNS = [
   'parser_engine',
   'parser_version',
@@ -548,6 +592,7 @@ WHERE resource_key IS NOT NULL AND status IN ('queued', 'running');`);
   }
 
   ensureResearchWorkspaceSchema(client);
+  ensureResearchCopilotSchema(client);
 }
 
 export const __sqliteSchemaCompatInternals = {