Add hybrid research copilot workspace

lib/server/task-processors.ts

@@ -10,6 +10,7 @@ import type {
 import { runAiAnalysis } from '@/lib/server/ai';
 import { buildPortfolioSummary } from '@/lib/server/portfolio';
 import { getQuote } from '@/lib/server/prices';
+import { generateResearchBrief } from '@/lib/server/research-copilot';
 import { indexSearchDocuments } from '@/lib/server/search';
 import {
   getFilingByAccession,
@@ -32,7 +33,9 @@ import {
   listUserHoldings
 } from '@/lib/server/repos/holdings';
 import { createPortfolioInsight } from '@/lib/server/repos/insights';
+import { createResearchArtifactRecord } from '@/lib/server/repos/research-library';
 import { updateTaskStage } from '@/lib/server/repos/tasks';
+import { updateWatchlistReviewByTicker } from '@/lib/server/repos/watchlist';
 import {
   fetchPrimaryFilingText,
   fetchRecentFilings
@@ -1302,6 +1305,97 @@ async function processPortfolioInsights(task: Task) {
   );
 }
 
+async function processResearchBrief(task: Task) {
+  const ticker = typeof task.payload.ticker === 'string' ? task.payload.ticker.trim().toUpperCase() : '';
+  const query = typeof task.payload.query === 'string' ? task.payload.query.trim() : '';
+  const sources = Array.isArray(task.payload.sources)
+    ? task.payload.sources.filter((entry): entry is 'documents' | 'filings' | 'research' => entry === 'documents' || entry === 'filings' || entry === 'research')
+    : undefined;
+
+  if (!ticker) {
+    throw new Error('Research brief task requires a ticker');
+  }
+
+  if (!query) {
+    throw new Error('Research brief task requires a query');
+  }
+
+  await setProjectionStage(task, 'research.retrieve', `Collecting evidence for ${ticker} research brief`, {
+    subject: { ticker },
+    progress: { current: 1, total: 3, unit: 'steps' }
+  });
+
+  const brief = await generateResearchBrief({
+    userId: task.user_id,
+    ticker,
+    query,
+    selectedSources: sources
+  });
+
+  await setProjectionStage(task, 'research.answer', `Generating research brief for ${ticker}`, {
+    subject: { ticker },
+    progress: { current: 2, total: 3, unit: 'steps' },
+    counters: {
+      evidence: brief.evidence.length
+    }
+  });
+
+  const summary = brief.bodyMarkdown
+    .split('\n')
+    .map((line) => line.trim())
+    .find((line) => line.length > 0 && !line.startsWith('#'))
+    ?? `Generated research brief for ${ticker}.`;
+
+  await setProjectionStage(task, 'research.persist', `Saving research brief artifact for ${ticker}`, {
+    subject: { ticker },
+    progress: { current: 3, total: 3, unit: 'steps' },
+    counters: {
+      evidence: brief.evidence.length
+    }
+  });
+
+  const artifact = await createResearchArtifactRecord({
+    userId: task.user_id,
+    ticker,
+    kind: 'ai_report',
+    source: 'system',
+    subtype: 'research_brief',
+    title: `Research brief · ${query}`,
+    summary,
+    bodyMarkdown: brief.bodyMarkdown,
+    tags: ['copilot', 'research-brief'],
+    metadata: {
+      query,
+      sources: sources ?? ['documents', 'filings', 'research'],
+      provider: brief.provider,
+      model: brief.model,
+      citations: brief.evidence.map((result, index) => ({
+        index: index + 1,
+        label: result.citationLabel,
+        href: result.href
+      }))
+    }
+  });
+
+  await updateWatchlistReviewByTicker(task.user_id, ticker, artifact.updated_at);
+
+  return buildTaskOutcome(
+    {
+      ticker,
+      artifactId: artifact.id,
+      provider: brief.provider,
+      model: brief.model
+    },
+    `Generated research brief artifact for ${ticker}.`,
+    {
+      subject: { ticker },
+      counters: {
+        evidence: brief.evidence.length
+      }
+    }
+  );
+}
+
 export const __taskProcessorInternals = {
   parseExtractionPayload,
   deterministicExtractionFallback,
@@ -1320,6 +1414,8 @@ export async function runTaskProcessor(task: Task) {
       return await processPortfolioInsights(task);
     case 'index_search':
       return await processIndexSearch(task);
+    case 'research_brief':
+      return await processResearchBrief(task);
     default:
       throw new Error(`Unsupported task type: ${task.task_type}`);
   }