Implement fiscal-style research MVP flows

lib/types.ts

@@ -5,6 +5,10 @@ export type User = {
   image: string | null;
 };
 
+export type CoverageStatus = 'backlog' | 'active' | 'watch' | 'archive';
+export type CoveragePriority = 'low' | 'medium' | 'high';
+export type ResearchJournalEntryType = 'note' | 'filing_note' | 'status_change';
+
 export type WatchlistItem = {
   id: number;
   user_id: string;
@@ -14,12 +18,18 @@ export type WatchlistItem = {
   category: string | null;
   tags: string[];
   created_at: string;
+  status: CoverageStatus;
+  priority: CoveragePriority;
+  updated_at: string;
+  last_reviewed_at: string | null;
+  latest_filing_date: string | null;
 };
 
 export type Holding = {
   id: number;
   user_id: string;
   ticker: string;
+  company_name: string | null;
   shares: string;
   avg_cost: string;
   current_price: string | null;
@@ -165,6 +175,19 @@ export type PortfolioInsight = {
   created_at: string;
 };
 
+export type ResearchJournalEntry = {
+  id: number;
+  user_id: string;
+  ticker: string;
+  accession_number: string | null;
+  entry_type: ResearchJournalEntryType;
+  title: string | null;
+  body_markdown: string;
+  metadata: Record<string, unknown> | null;
+  created_at: string;
+  updated_at: string;
+};
+
 export type CompanyFinancialPoint = {
   filingDate: string;
   filingType: Filing['filing_type'];
@@ -332,6 +355,28 @@ export type CompanyFinancialStatementsResponse = {
     pendingFilings: number;
     queuedSync: boolean;
   };
+  overviewMetrics: {
+    referencePeriodId: string | null;
+    referenceDate: string | null;
+    latest: {
+      revenue: number | null;
+      netIncome: number | null;
+      totalAssets: number | null;
+      cash: number | null;
+      debt: number | null;
+    };
+    series: Array<{
+      periodId: string;
+      filingDate: string;
+      periodEnd: string | null;
+      label: string;
+      revenue: number | null;
+      netIncome: number | null;
+      totalAssets: number | null;
+      cash: number | null;
+      debt: number | null;
+    }>;
+  };
   metrics: {
     taxonomy: Filing['metrics'];
     validation: MetricValidationResult | null;
@@ -371,6 +416,27 @@ export type CompanyAnalysis = {
   financials: CompanyFinancialPoint[];
   filings: Filing[];
   aiReports: CompanyAiReport[];
+  coverage: WatchlistItem | null;
+  journalPreview: ResearchJournalEntry[];
+  recentAiReports: CompanyAiReport[];
+  latestFilingSummary: {
+    accessionNumber: string;
+    filingDate: string;
+    filingType: Filing['filing_type'];
+    filingUrl: string | null;
+    submissionUrl: string | null;
+    summary: string | null;
+    hasAnalysis: boolean;
+  } | null;
+  keyMetrics: {
+    referenceDate: string | null;
+    revenue: number | null;
+    netIncome: number | null;
+    totalAssets: number | null;
+    cash: number | null;
+    debt: number | null;
+    netMargin: number | null;
+  };
 };
 
 export type NavGroup = 'overview' | 'research' | 'portfolio';