Implement fiscal-style research MVP flows

app/filings/page.tsx

@@ -5,7 +5,7 @@ import Link from 'next/link';
 import { useCallback, useEffect, useMemo, useState } from 'react';
 import { Suspense } from 'react';
 import { format } from 'date-fns';
-import { Bot, Download, ExternalLink, Search, TimerReset } from 'lucide-react';
+import { Bot, Download, ExternalLink, NotebookPen, Search, TimerReset } from 'lucide-react';
 import { useSearchParams } from 'next/navigation';
 import { AppShell } from '@/components/shell/app-shell';
 import { Panel } from '@/components/ui/panel';
@@ -13,7 +13,11 @@ import { Button } from '@/components/ui/button';
 import { Input } from '@/components/ui/input';
 import { useAuthGuard } from '@/hooks/use-auth-guard';
 import { useLinkPrefetch } from '@/hooks/use-link-prefetch';
-import { queueFilingAnalysis, queueFilingSync } from '@/lib/api';
+import {
+  createResearchJournalEntry,
+  queueFilingAnalysis,
+  queueFilingSync
+} from '@/lib/api';
 import type { Filing } from '@/lib/types';
 import { formatCurrencyByScale, type NumberScaleUnit } from '@/lib/format';
 import { queryKeys } from '@/lib/query/keys';
@@ -131,6 +135,7 @@ function FilingsPageContent() {
   const [filterTickerInput, setFilterTickerInput] = useState('');
   const [searchTicker, setSearchTicker] = useState('');
   const [financialValueScale, setFinancialValueScale] = useState<NumberScaleUnit>('millions');
+  const [actionNotice, setActionNotice] = useState<string | null>(null);
 
   useEffect(() => {
     const ticker = searchParams.get('ticker');
@@ -152,7 +157,7 @@ function FilingsPageContent() {
     setError(null);
 
     try {
-      const response = await queryClient.ensureQueryData(options);
+      const response = await queryClient.fetchQuery(options);
       setFilings(response.filings);
     } catch (err) {
       setError(err instanceof Error ? err.message : 'Unable to fetch filings');
@@ -197,6 +202,30 @@ function FilingsPageContent() {
     }
   };
 
+  const addToJournal = async (filing: Filing) => {
+    try {
+      await createResearchJournalEntry({
+        ticker: filing.ticker,
+        accessionNumber: filing.accession_number,
+        entryType: 'filing_note',
+        title: `${filing.filing_type} filing note`,
+        bodyMarkdown: [
+          `Captured filing note for ${filing.company_name} (${filing.ticker}).`,
+          `Filed: ${formatFilingDate(filing.filing_date)}`,
+          `Accession: ${filing.accession_number}`,
+          '',
+          filing.analysis?.text ?? filing.analysis?.legacyInsights ?? 'Follow up on this filing from the stream.'
+        ].join('\n')
+      });
+      void queryClient.invalidateQueries({ queryKey: queryKeys.researchJournal(filing.ticker) });
+      void queryClient.invalidateQueries({ queryKey: queryKeys.companyAnalysis(filing.ticker) });
+      void queryClient.invalidateQueries({ queryKey: queryKeys.watchlist() });
+      setActionNotice(`Saved ${filing.accession_number} to the ${filing.ticker} journal.`);
+    } catch (err) {
+      setError(err instanceof Error ? err.message : 'Failed to add filing to journal');
+    }
+  };
+
   const groupedByTicker = useMemo(() => {
     const counts = new Map<string, number>();
 
@@ -321,6 +350,7 @@ function FilingsPageContent() {
         )}
       >
         {error ? <p className="text-sm text-[#ffb5b5]">{error}</p> : null}
+        {actionNotice ? <p className="mt-2 text-sm text-[color:var(--accent)]">{actionNotice}</p> : null}
         {loading ? (
           <p className="text-sm text-[color:var(--terminal-muted)]">Fetching filings...</p>
         ) : filings.length === 0 ? (
@@ -379,6 +409,14 @@ function FilingsPageContent() {
                         <Bot className="size-3" />
                         Analyze
                       </Button>
+                      <Button
+                        variant="ghost"
+                        onClick={() => void addToJournal(filing)}
+                        className="px-2 py-1 text-xs"
+                      >
+                        <NotebookPen className="size-3" />
+                        Add to journal
+                      </Button>
                       {hasAnalysis ? (
                         <Link
                           href={`/analysis/reports/${filing.ticker}/${encodeURIComponent(filing.accession_number)}`}
@@ -449,6 +487,14 @@ function FilingsPageContent() {
                               <Bot className="size-3" />
                               Analyze
                             </Button>
+                            <Button
+                              variant="ghost"
+                              onClick={() => void addToJournal(filing)}
+                              className="px-2 py-1 text-xs"
+                            >
+                              <NotebookPen className="size-3" />
+                              Journal
+                            </Button>
                             {hasAnalysis ? (
                               <Link
                                 href={`/analysis/reports/${filing.ticker}/${encodeURIComponent(filing.accession_number)}`}