Implement fiscal-style research MVP flows

app/analysis/page.tsx

@@ -13,7 +13,15 @@ import {
   XAxis,
   YAxis
 } from 'recharts';
-import { BrainCircuit, ChartNoAxesCombined, RefreshCcw, Search } from 'lucide-react';
+import {
+  BrainCircuit,
+  ChartNoAxesCombined,
+  NotebookPen,
+  RefreshCcw,
+  Search,
+  SquarePen,
+  Trash2
+} from 'lucide-react';
 import { useSearchParams } from 'next/navigation';
 import { AppShell } from '@/components/shell/app-shell';
 import { Button } from '@/components/ui/button';
@@ -21,6 +29,11 @@ import { Input } from '@/components/ui/input';
 import { Panel } from '@/components/ui/panel';
 import { useAuthGuard } from '@/hooks/use-auth-guard';
 import { useLinkPrefetch } from '@/hooks/use-link-prefetch';
+import {
+  createResearchJournalEntry,
+  deleteResearchJournalEntry,
+  updateResearchJournalEntry
+} from '@/lib/api';
 import {
   asNumber,
   formatCurrency,
@@ -29,8 +42,14 @@ import {
   type NumberScaleUnit
 } from '@/lib/format';
 import { queryKeys } from '@/lib/query/keys';
-import { companyAnalysisQueryOptions } from '@/lib/query/options';
-import type { CompanyAnalysis } from '@/lib/types';
+import {
+  companyAnalysisQueryOptions,
+  researchJournalQueryOptions
+} from '@/lib/query/options';
+import type {
+  CompanyAnalysis,
+  ResearchJournalEntry
+} from '@/lib/types';
 
 type FinancialPeriodFilter = 'quarterlyAndFiscalYearEnd' | 'quarterlyOnly' | 'fiscalYearEndOnly';
 
@@ -44,6 +63,18 @@ type FinancialSeriesPoint = {
   netMargin: number | null;
 };
 
+type JournalFormState = {
+  title: string;
+  bodyMarkdown: string;
+  accessionNumber: string;
+};
+
+const EMPTY_JOURNAL_FORM: JournalFormState = {
+  title: '',
+  bodyMarkdown: '',
+  accessionNumber: ''
+};
+
 const FINANCIAL_PERIOD_FILTER_OPTIONS: Array<{ value: FinancialPeriodFilter; label: string }> = [
   { value: 'quarterlyAndFiscalYearEnd', label: 'Quarterly + Fiscal Year End' },
   { value: 'quarterlyOnly', label: 'Quarterly only' },
@@ -70,6 +101,10 @@ function formatLongDate(value: string) {
   return format(new Date(value), 'MMM dd, yyyy');
 }
 
+function formatDateTime(value: string) {
+  return format(new Date(value), 'MMM dd, yyyy · HH:mm');
+}
+
 function ratioPercent(numerator: number | null, denominator: number | null) {
   if (numerator === null || denominator === null || denominator === 0) {
     return null;
@@ -78,6 +113,11 @@ function ratioPercent(numerator: number | null, denominator: number | null) {
   return (numerator / denominator) * 100;
 }
 
+function normalizeTickerInput(value: string | null) {
+  const normalized = value?.trim().toUpperCase() ?? '';
+  return normalized || null;
+}
+
 function isFinancialSnapshotForm(
   filingType: CompanyAnalysis['filings'][number]['filing_type']
 ): filingType is '10-K' | '10-Q' {
@@ -120,22 +160,22 @@ function AnalysisPageContent() {
   const searchParams = useSearchParams();
   const queryClient = useQueryClient();
   const { prefetchReport, prefetchResearchTicker } = useLinkPrefetch();
+  const initialTicker = normalizeTickerInput(searchParams.get('ticker')) ?? 'MSFT';
 
-  const [tickerInput, setTickerInput] = useState('MSFT');
-  const [ticker, setTicker] = useState('MSFT');
+  const [tickerInput, setTickerInput] = useState(initialTicker);
+  const [ticker, setTicker] = useState(initialTicker);
   const [analysis, setAnalysis] = useState<CompanyAnalysis | null>(null);
+  const [journalEntries, setJournalEntries] = useState<ResearchJournalEntry[]>([]);
+  const [journalLoading, setJournalLoading] = useState(true);
+  const [journalForm, setJournalForm] = useState<JournalFormState>(EMPTY_JOURNAL_FORM);
+  const [editingJournalId, setEditingJournalId] = useState<number | null>(null);
   const [loading, setLoading] = useState(true);
   const [error, setError] = useState<string | null>(null);
   const [financialPeriodFilter, setFinancialPeriodFilter] = useState<FinancialPeriodFilter>('quarterlyAndFiscalYearEnd');
   const [financialValueScale, setFinancialValueScale] = useState<NumberScaleUnit>('millions');
 
   useEffect(() => {
-    const fromQuery = searchParams.get('ticker');
-    if (!fromQuery) {
-      return;
-    }
-
-    const normalized = fromQuery.trim().toUpperCase();
+    const normalized = normalizeTickerInput(searchParams.get('ticker'));
     if (!normalized) {
       return;
     }
@@ -154,7 +194,7 @@ function AnalysisPageContent() {
     setError(null);
 
     try {
-      const response = await queryClient.ensureQueryData(options);
+      const response = await queryClient.fetchQuery(options);
       setAnalysis(response.analysis);
     } catch (err) {
       setError(err instanceof Error ? err.message : 'Unable to load company analysis');
@@ -164,11 +204,32 @@ function AnalysisPageContent() {
     }
   }, [queryClient]);
 
+  const loadJournal = useCallback(async (symbol: string) => {
+    const options = researchJournalQueryOptions(symbol);
+
+    if (!queryClient.getQueryData(options.queryKey)) {
+      setJournalLoading(true);
+    }
+
+    try {
+      const response = await queryClient.fetchQuery(options);
+      setJournalEntries(response.entries);
+    } catch (err) {
+      setError(err instanceof Error ? err.message : 'Unable to load research journal');
+      setJournalEntries([]);
+    } finally {
+      setJournalLoading(false);
+    }
+  }, [queryClient]);
+
   useEffect(() => {
     if (!isPending && isAuthenticated) {
-      void loadAnalysis(ticker);
+      void Promise.all([
+        loadAnalysis(ticker),
+        loadJournal(ticker)
+      ]);
     }
-  }, [isPending, isAuthenticated, ticker, loadAnalysis]);
+  }, [isPending, isAuthenticated, loadAnalysis, loadJournal, ticker]);
 
   const priceSeries = useMemo(() => {
     return (analysis?.priceHistory ?? []).map((point) => ({
@@ -207,6 +268,77 @@ function AnalysisPageContent() {
     return FINANCIAL_VALUE_SCALE_OPTIONS.find((option) => option.value === financialValueScale)?.label ?? 'Millions (M)';
   }, [financialValueScale]);
 
+  const resetJournalForm = useCallback(() => {
+    setEditingJournalId(null);
+    setJournalForm(EMPTY_JOURNAL_FORM);
+  }, []);
+
+  const activeTicker = analysis?.company.ticker ?? ticker;
+
+  const saveJournalEntry = async (event: React.FormEvent<HTMLFormElement>) => {
+    event.preventDefault();
+    const normalizedTicker = activeTicker.trim().toUpperCase();
+    if (!normalizedTicker) {
+      return;
+    }
+
+    setError(null);
+
+    try {
+      if (editingJournalId === null) {
+        await createResearchJournalEntry({
+          ticker: normalizedTicker,
+          entryType: journalForm.accessionNumber.trim() ? 'filing_note' : 'note',
+          title: journalForm.title.trim() || undefined,
+          bodyMarkdown: journalForm.bodyMarkdown,
+          accessionNumber: journalForm.accessionNumber.trim() || undefined
+        });
+      } else {
+        await updateResearchJournalEntry(editingJournalId, {
+          title: journalForm.title.trim() || undefined,
+          bodyMarkdown: journalForm.bodyMarkdown
+        });
+      }
+
+      void queryClient.invalidateQueries({ queryKey: queryKeys.researchJournal(normalizedTicker) });
+      void queryClient.invalidateQueries({ queryKey: queryKeys.companyAnalysis(normalizedTicker) });
+      void queryClient.invalidateQueries({ queryKey: queryKeys.watchlist() });
+      await Promise.all([
+        loadAnalysis(normalizedTicker),
+        loadJournal(normalizedTicker)
+      ]);
+      resetJournalForm();
+    } catch (err) {
+      setError(err instanceof Error ? err.message : 'Unable to save journal entry');
+    }
+  };
+
+  const beginEditJournalEntry = (entry: ResearchJournalEntry) => {
+    setEditingJournalId(entry.id);
+    setJournalForm({
+      title: entry.title ?? '',
+      bodyMarkdown: entry.body_markdown,
+      accessionNumber: entry.accession_number ?? ''
+    });
+  };
+
+  const removeJournalEntry = async (entry: ResearchJournalEntry) => {
+    try {
+      await deleteResearchJournalEntry(entry.id);
+      void queryClient.invalidateQueries({ queryKey: queryKeys.researchJournal(entry.ticker) });
+      void queryClient.invalidateQueries({ queryKey: queryKeys.companyAnalysis(entry.ticker) });
+      await Promise.all([
+        loadAnalysis(entry.ticker),
+        loadJournal(entry.ticker)
+      ]);
+      if (editingJournalId === entry.id) {
+        resetJournalForm();
+      }
+    } catch (err) {
+      setError(err instanceof Error ? err.message : 'Unable to delete journal entry');
+    }
+  };
+
   if (isPending || !isAuthenticated) {
     return <div className="flex min-h-screen items-center justify-center text-sm text-[color:var(--terminal-muted)]">Loading analysis desk...</div>;
   }
@@ -220,8 +352,13 @@ function AnalysisPageContent() {
         <Button
           variant="secondary"
           onClick={() => {
-            void queryClient.invalidateQueries({ queryKey: queryKeys.companyAnalysis(ticker.trim().toUpperCase()) });
-            void loadAnalysis(ticker);
+            const normalizedTicker = activeTicker.trim().toUpperCase();
+            void queryClient.invalidateQueries({ queryKey: queryKeys.companyAnalysis(normalizedTicker) });
+            void queryClient.invalidateQueries({ queryKey: queryKeys.researchJournal(normalizedTicker) });
+            void Promise.all([
+              loadAnalysis(normalizedTicker),
+              loadJournal(normalizedTicker)
+            ]);
           }}
         >
           <RefreshCcw className="size-4" />
@@ -243,6 +380,7 @@ function AnalysisPageContent() {
         >
           <Input
             value={tickerInput}
+            aria-label="Analysis ticker"
             onChange={(event) => setTickerInput(event.target.value.toUpperCase())}
             placeholder="Ticker (AAPL)"
             className="max-w-xs"
@@ -252,14 +390,24 @@ function AnalysisPageContent() {
             Analyze
           </Button>
           {analysis ? (
-            <Link
-              href={`/filings?ticker=${analysis.company.ticker}`}
-              onMouseEnter={() => prefetchResearchTicker(analysis.company.ticker)}
-              onFocus={() => prefetchResearchTicker(analysis.company.ticker)}
-              className="text-sm text-[color:var(--accent)] hover:text-[color:var(--accent-strong)]"
-            >
-              Open filing stream
-            </Link>
+            <>
+              <Link
+                href={`/financials?ticker=${analysis.company.ticker}`}
+                onMouseEnter={() => prefetchResearchTicker(analysis.company.ticker)}
+                onFocus={() => prefetchResearchTicker(analysis.company.ticker)}
+                className="text-sm text-[color:var(--accent)] hover:text-[color:var(--accent-strong)]"
+              >
+                Open financials
+              </Link>
+              <Link
+                href={`/filings?ticker=${analysis.company.ticker}`}
+                onMouseEnter={() => prefetchResearchTicker(analysis.company.ticker)}
+                onFocus={() => prefetchResearchTicker(analysis.company.ticker)}
+                className="text-sm text-[color:var(--accent)] hover:text-[color:var(--accent-strong)]"
+              >
+                Open filing stream
+              </Link>
+            </>
           ) : null}
         </form>
       </Panel>
@@ -310,6 +458,101 @@ function AnalysisPageContent() {
         </Panel>
       </div>
 
+      <div className="grid grid-cols-1 gap-4 xl:grid-cols-3">
+        <Panel title="Coverage Workflow" subtitle="Coverage metadata shared with the Coverage page.">
+          {analysis?.coverage ? (
+            <div className="space-y-3 text-sm">
+              <div className="grid grid-cols-2 gap-3">
+                <div className="rounded-md border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2">
+                  <p className="text-xs uppercase tracking-[0.12em] text-[color:var(--terminal-muted)]">Status</p>
+                  <p className="mt-1 text-[color:var(--terminal-bright)]">{analysis.coverage.status}</p>
+                </div>
+                <div className="rounded-md border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2">
+                  <p className="text-xs uppercase tracking-[0.12em] text-[color:var(--terminal-muted)]">Priority</p>
+                  <p className="mt-1 text-[color:var(--terminal-bright)]">{analysis.coverage.priority}</p>
+                </div>
+              </div>
+              <div className="rounded-md border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2">
+                <p className="text-xs uppercase tracking-[0.12em] text-[color:var(--terminal-muted)]">Last Reviewed</p>
+                <p className="mt-1 text-[color:var(--terminal-bright)]">{analysis.coverage.last_reviewed_at ? formatDateTime(analysis.coverage.last_reviewed_at) : 'No research review recorded yet'}</p>
+              </div>
+              <div className="rounded-md border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2">
+                <p className="text-xs uppercase tracking-[0.12em] text-[color:var(--terminal-muted)]">Latest Filing</p>
+                <p className="mt-1 text-[color:var(--terminal-bright)]">{analysis.coverage.latest_filing_date ? formatLongDate(analysis.coverage.latest_filing_date) : 'No filing history loaded yet'}</p>
+              </div>
+              <Link href="/watchlist" className="text-xs uppercase tracking-[0.12em] text-[color:var(--accent)] hover:text-[color:var(--accent-strong)]">
+                Manage coverage
+              </Link>
+            </div>
+          ) : (
+            <p className="text-sm text-[color:var(--terminal-muted)]">This company is not yet in your coverage list. Add it from Coverage to track workflow status and review cadence.</p>
+          )}
+        </Panel>
+
+        <Panel title="Key Metrics" subtitle="Latest filing-level metrics used to anchor research.">
+          <div className="grid grid-cols-1 gap-3 text-sm md:grid-cols-2">
+            <div className="rounded-md border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2">
+              <p className="text-xs uppercase tracking-[0.12em] text-[color:var(--terminal-muted)]">Revenue</p>
+              <p className="mt-1 text-[color:var(--terminal-bright)]">{asScaledFinancialCurrency(analysis?.keyMetrics.revenue, financialValueScale)}</p>
+            </div>
+            <div className="rounded-md border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2">
+              <p className="text-xs uppercase tracking-[0.12em] text-[color:var(--terminal-muted)]">Net Income</p>
+              <p className="mt-1 text-[color:var(--terminal-bright)]">{asScaledFinancialCurrency(analysis?.keyMetrics.netIncome, financialValueScale)}</p>
+            </div>
+            <div className="rounded-md border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2">
+              <p className="text-xs uppercase tracking-[0.12em] text-[color:var(--terminal-muted)]">Assets</p>
+              <p className="mt-1 text-[color:var(--terminal-bright)]">{asScaledFinancialCurrency(analysis?.keyMetrics.totalAssets, financialValueScale)}</p>
+            </div>
+            <div className="rounded-md border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2">
+              <p className="text-xs uppercase tracking-[0.12em] text-[color:var(--terminal-muted)]">Cash / Debt</p>
+              <p className="mt-1 text-[color:var(--terminal-bright)]">
+                {analysis?.keyMetrics.cash != null && analysis?.keyMetrics.debt != null
+                  ? `${asScaledFinancialCurrency(analysis.keyMetrics.cash, financialValueScale)} / ${asScaledFinancialCurrency(analysis.keyMetrics.debt, financialValueScale)}`
+                  : 'n/a'}
+              </p>
+            </div>
+          </div>
+          <p className="mt-3 text-xs text-[color:var(--terminal-muted)]">
+            Reference date: {analysis?.keyMetrics.referenceDate ? formatLongDate(analysis.keyMetrics.referenceDate) : 'No financial filing selected'}.
+            {' '}Net margin: {analysis && analysis.keyMetrics.netMargin !== null ? formatPercent(analysis.keyMetrics.netMargin) : 'n/a'}.
+          </p>
+        </Panel>
+
+        <Panel title="Latest Filing Snapshot" subtitle="Most recent filing and whether an AI memo already exists.">
+          {analysis?.latestFilingSummary ? (
+            <div className="space-y-3 text-sm">
+              <div className="rounded-md border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2">
+                <p className="text-xs uppercase tracking-[0.12em] text-[color:var(--terminal-muted)]">Filing</p>
+                <p className="mt-1 text-[color:var(--terminal-bright)]">
+                  {analysis.latestFilingSummary.filingType} · {formatLongDate(analysis.latestFilingSummary.filingDate)}
+                </p>
+              </div>
+              <p className="text-[color:var(--terminal-bright)]">
+                {analysis.latestFilingSummary.summary ?? 'No AI summary stored yet for the most recent filing.'}
+              </p>
+              <div className="flex flex-wrap gap-2">
+                {analysis.latestFilingSummary.hasAnalysis ? (
+                  <Link
+                    href={`/analysis/reports/${analysis.company.ticker}/${encodeURIComponent(analysis.latestFilingSummary.accessionNumber)}`}
+                    className="inline-flex items-center gap-1 rounded-md border border-[color:var(--line-weak)] px-2 py-1 text-xs text-[color:var(--accent)] transition hover:border-[color:var(--line-strong)] hover:text-[color:var(--accent-strong)]"
+                  >
+                    Open latest memo
+                  </Link>
+                ) : null}
+                <Link
+                  href={`/filings?ticker=${analysis.company.ticker}`}
+                  className="inline-flex items-center gap-1 rounded-md border border-[color:var(--line-weak)] px-2 py-1 text-xs text-[color:var(--accent)] transition hover:border-[color:var(--line-strong)] hover:text-[color:var(--accent-strong)]"
+                >
+                  Open filing stream
+                </Link>
+              </div>
+            </div>
+          ) : (
+            <p className="text-sm text-[color:var(--terminal-muted)]">No filing snapshot available yet for this company.</p>
+          )}
+        </Panel>
+      </div>
+
       <div className="grid grid-cols-1 gap-6 xl:grid-cols-2">
         <Panel title="Price History" subtitle="Weekly close over the last year.">
           {loading ? (
@@ -480,11 +723,11 @@ function AnalysisPageContent() {
       <Panel title="AI Reports" subtitle="Generated filing analyses for this company.">
         {loading ? (
           <p className="text-sm text-[color:var(--terminal-muted)]">Loading AI reports...</p>
-        ) : !analysis || analysis.aiReports.length === 0 ? (
+        ) : !analysis || analysis.recentAiReports.length === 0 ? (
           <p className="text-sm text-[color:var(--terminal-muted)]">No AI reports generated yet. Run filing analysis from the filings stream.</p>
         ) : (
           <div className="grid grid-cols-1 gap-3 lg:grid-cols-2">
-            {analysis.aiReports.map((report) => (
+            {analysis.recentAiReports.map((report) => (
               <article key={report.accessionNumber} className="rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-4">
                 <div className="flex items-start justify-between gap-3">
                   <div>
@@ -513,10 +756,122 @@ function AnalysisPageContent() {
         )}
       </Panel>
 
+      <div className="grid grid-cols-1 gap-6 xl:grid-cols-[1fr_1.3fr]">
+        <Panel
+          title={editingJournalId === null ? 'Research Journal' : 'Edit Journal Entry'}
+          subtitle="Private markdown notes for this company. Linked filing notes update the coverage review timestamp."
+        >
+          <form onSubmit={saveJournalEntry} className="space-y-3">
+            <div>
+              <label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Title</label>
+              <Input
+                value={journalForm.title}
+                aria-label="Journal title"
+                onChange={(event) => setJournalForm((prev) => ({ ...prev, title: event.target.value }))}
+                placeholder="Investment thesis checkpoint, risk note, follow-up..."
+              />
+            </div>
+            <div>
+              <label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Linked Filing (optional)</label>
+              <Input
+                value={journalForm.accessionNumber}
+                aria-label="Journal linked filing"
+                onChange={(event) => setJournalForm((prev) => ({ ...prev, accessionNumber: event.target.value }))}
+                placeholder="0000000000-26-000001"
+              />
+            </div>
+            <div>
+              <label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Body</label>
+              <textarea
+                value={journalForm.bodyMarkdown}
+                aria-label="Journal body"
+                onChange={(event) => setJournalForm((prev) => ({ ...prev, bodyMarkdown: event.target.value }))}
+                placeholder="Write your thesis update, questions, risks, and next steps..."
+                className="min-h-[220px] 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_rgba(0,255,180,0.14)]"
+                required
+              />
+            </div>
+            <div className="flex flex-wrap gap-2">
+              <Button type="submit">
+                <NotebookPen className="size-4" />
+                {editingJournalId === null ? 'Save note' : 'Update note'}
+              </Button>
+              {editingJournalId !== null ? (
+                <Button type="button" variant="ghost" onClick={resetJournalForm}>
+                  Cancel edit
+                </Button>
+              ) : null}
+            </div>
+          </form>
+        </Panel>
+
+        <Panel title="Journal Timeline" subtitle={`${journalEntries.length} stored entries for ${activeTicker}.`}>
+          {journalLoading ? (
+            <p className="text-sm text-[color:var(--terminal-muted)]">Loading journal entries...</p>
+          ) : journalEntries.length === 0 ? (
+            <p className="text-sm text-[color:var(--terminal-muted)]">No journal notes yet. Start a thesis log or attach a filing note from the filings stream.</p>
+          ) : (
+            <div className="space-y-3">
+              {journalEntries.map((entry) => {
+                const canEdit = entry.entry_type !== 'status_change';
+
+                return (
+                  <article key={entry.id} className="rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-4">
+                    <div className="flex flex-wrap items-start justify-between gap-3">
+                      <div>
+                        <p className="text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">
+                          {entry.entry_type.replace('_', ' ')} · {formatDateTime(entry.updated_at)}
+                        </p>
+                        <h4 className="mt-1 text-sm font-semibold text-[color:var(--terminal-bright)]">
+                          {entry.title ?? 'Untitled entry'}
+                        </h4>
+                      </div>
+                      {entry.accession_number ? (
+                        <Link
+                          href={`/filings?ticker=${activeTicker}`}
+                          onMouseEnter={() => prefetchResearchTicker(activeTicker)}
+                          onFocus={() => prefetchResearchTicker(activeTicker)}
+                          className="text-xs uppercase tracking-[0.12em] text-[color:var(--accent)] hover:text-[color:var(--accent-strong)]"
+                        >
+                          Open filing stream
+                        </Link>
+                      ) : null}
+                    </div>
+                    <p className="mt-3 whitespace-pre-wrap text-sm leading-6 text-[color:var(--terminal-bright)]">{entry.body_markdown}</p>
+                    {canEdit ? (
+                      <div className="mt-4 flex flex-wrap items-center gap-2">
+                        <Button
+                          variant="ghost"
+                          className="px-2 py-1 text-xs"
+                          onClick={() => beginEditJournalEntry(entry)}
+                        >
+                          <SquarePen className="size-3" />
+                          Edit
+                        </Button>
+                        <Button
+                          variant="danger"
+                          className="px-2 py-1 text-xs"
+                          onClick={() => {
+                            void removeJournalEntry(entry);
+                          }}
+                        >
+                          <Trash2 className="size-3" />
+                          Delete
+                        </Button>
+                      </div>
+                    ) : null}
+                  </article>
+                );
+              })}
+            </div>
+          )}
+        </Panel>
+      </div>
+
       <Panel>
         <div className="flex items-center gap-2 text-xs uppercase tracking-[0.24em] text-[color:var(--terminal-muted)]">
           <ChartNoAxesCombined className="size-4" />
-          Analysis scope: price + filings + ai synthesis
+          Analysis scope: price + filings + ai synthesis + research journal
         </div>
       </Panel>
     </AppShell>

app/analysis/reports/[ticker]/[accessionNumber]/page.tsx

@@ -4,7 +4,7 @@ import { useQueryClient } from '@tanstack/react-query';
 import Link from 'next/link';
 import { useCallback, useEffect, useMemo, useState } from 'react';
 import { format } from 'date-fns';
-import { ArrowLeft, BrainCircuit, RefreshCcw } from 'lucide-react';
+import { ArrowLeft, BrainCircuit, NotebookPen, RefreshCcw } from 'lucide-react';
 import { useParams } from 'next/navigation';
 import { AppShell } from '@/components/shell/app-shell';
 import { useAuthGuard } from '@/hooks/use-auth-guard';
@@ -14,6 +14,7 @@ import { aiReportQueryOptions } from '@/lib/query/options';
 import type { CompanyAiReportDetail } from '@/lib/types';
 import { Button } from '@/components/ui/button';
 import { Panel } from '@/components/ui/panel';
+import { createResearchJournalEntry } from '@/lib/api';
 
 function formatFilingDate(value: string) {
   const date = new Date(value);
@@ -44,6 +45,8 @@ export default function AnalysisReportPage() {
   const [report, setReport] = useState<CompanyAiReportDetail | null>(null);
   const [loading, setLoading] = useState(true);
   const [error, setError] = useState<string | null>(null);
+  const [savingToJournal, setSavingToJournal] = useState(false);
+  const [journalNotice, setJournalNotice] = useState<string | null>(null);
 
   const loadReport = useCallback(async () => {
     if (!accessionNumber) {
@@ -174,6 +177,49 @@ export default function AnalysisReportPage() {
               <BrainCircuit className="size-3.5" />
               Full text view
             </div>
+            {journalNotice ? (
+              <p className="mb-3 text-xs text-[color:var(--accent)]">{journalNotice}</p>
+            ) : null}
+            <div className="mb-4 flex flex-wrap gap-2">
+              <Button
+                variant="secondary"
+                disabled={savingToJournal}
+                onClick={async () => {
+                  if (!report) {
+                    return;
+                  }
+
+                  setSavingToJournal(true);
+                  setJournalNotice(null);
+
+                  try {
+                    await createResearchJournalEntry({
+                      ticker: report.ticker,
+                      accessionNumber: report.accessionNumber,
+                      entryType: 'filing_note',
+                      title: `${report.filingType} AI memo`,
+                      bodyMarkdown: [
+                        `Stored AI memo for ${report.companyName} (${report.ticker}).`,
+                        `Accession: ${report.accessionNumber}`,
+                        '',
+                        report.summary
+                      ].join('\n')
+                    });
+                    void queryClient.invalidateQueries({ queryKey: queryKeys.researchJournal(report.ticker) });
+                    void queryClient.invalidateQueries({ queryKey: queryKeys.companyAnalysis(report.ticker) });
+                    void queryClient.invalidateQueries({ queryKey: queryKeys.watchlist() });
+                    setJournalNotice('Saved to the company research journal.');
+                  } catch (err) {
+                    setError(err instanceof Error ? err.message : 'Unable to save report to journal');
+                  } finally {
+                    setSavingToJournal(false);
+                  }
+                }}
+              >
+                <NotebookPen className="size-4" />
+                {savingToJournal ? 'Saving...' : 'Add to journal'}
+              </Button>
+            </div>
             <p className="whitespace-pre-wrap text-sm leading-7 text-[color:var(--terminal-bright)]">
               {report.summary}
             </p>