Add research workspace and graphing flows

lib/server/api/app.ts

@@ -7,7 +7,12 @@ import type {
   FinancialCadence,
   FinancialStatementKind,
   FinancialSurfaceKind,
+  ResearchArtifactKind,
+  ResearchArtifactSource,
   ResearchJournalEntryType,
+  ResearchMemoConviction,
+  ResearchMemoRating,
+  ResearchMemoSection,
   TaskStatus
 } from '@/lib/types';
 import { auth } from '@/lib/auth';
@@ -32,6 +37,22 @@ import {
   upsertHoldingRecord
 } from '@/lib/server/repos/holdings';
 import { getLatestPortfolioInsight } from '@/lib/server/repos/insights';
+import {
+  addResearchMemoEvidenceLink,
+  createAiReportArtifactFromAccession,
+  createFilingArtifactFromAccession,
+  createResearchArtifactRecord,
+  deleteResearchArtifactRecord,
+  deleteResearchMemoEvidenceLink,
+  getResearchArtifactFileResponse,
+  getResearchMemoByTicker,
+  getResearchPacket,
+  getResearchWorkspace,
+  listResearchArtifacts,
+  storeResearchUpload,
+  updateResearchArtifactRecord,
+  upsertResearchMemoRecord
+} from '@/lib/server/repos/research-library';
 import {
   createResearchJournalEntryRecord,
   deleteResearchJournalEntryRecord,
@@ -82,6 +103,18 @@ const FINANCIAL_SURFACES: FinancialSurfaceKind[] = [
 const COVERAGE_STATUSES: CoverageStatus[] = ['backlog', 'active', 'watch', 'archive'];
 const COVERAGE_PRIORITIES: CoveragePriority[] = ['low', 'medium', 'high'];
 const JOURNAL_ENTRY_TYPES: ResearchJournalEntryType[] = ['note', 'filing_note', 'status_change'];
+const RESEARCH_ARTIFACT_KINDS: ResearchArtifactKind[] = ['filing', 'ai_report', 'note', 'upload', 'memo_snapshot', 'status_change'];
+const RESEARCH_ARTIFACT_SOURCES: ResearchArtifactSource[] = ['system', 'user'];
+const RESEARCH_MEMO_RATINGS: ResearchMemoRating[] = ['strong_buy', 'buy', 'hold', 'sell'];
+const RESEARCH_MEMO_CONVICTIONS: ResearchMemoConviction[] = ['low', 'medium', 'high'];
+const RESEARCH_MEMO_SECTIONS: ResearchMemoSection[] = [
+  'thesis',
+  'variant_view',
+  'catalysts',
+  'risks',
+  'disconfirming_evidence',
+  'next_actions'
+];
 
 function asRecord(value: unknown): Record<string, unknown> {
   if (!value || typeof value !== 'object' || Array.isArray(value)) {
@@ -205,6 +238,44 @@ function asJournalEntryType(value: unknown) {
     : undefined;
 }
 
+function asResearchArtifactKind(value: unknown) {
+  return RESEARCH_ARTIFACT_KINDS.includes(value as ResearchArtifactKind)
+    ? value as ResearchArtifactKind
+    : undefined;
+}
+
+function asResearchArtifactSource(value: unknown) {
+  return RESEARCH_ARTIFACT_SOURCES.includes(value as ResearchArtifactSource)
+    ? value as ResearchArtifactSource
+    : undefined;
+}
+
+function asResearchMemoRating(value: unknown) {
+  if (value === null) {
+    return null;
+  }
+
+  return RESEARCH_MEMO_RATINGS.includes(value as ResearchMemoRating)
+    ? value as ResearchMemoRating
+    : undefined;
+}
+
+function asResearchMemoConviction(value: unknown) {
+  if (value === null) {
+    return null;
+  }
+
+  return RESEARCH_MEMO_CONVICTIONS.includes(value as ResearchMemoConviction)
+    ? value as ResearchMemoConviction
+    : undefined;
+}
+
+function asResearchMemoSection(value: unknown) {
+  return RESEARCH_MEMO_SECTIONS.includes(value as ResearchMemoSection)
+    ? value as ResearchMemoSection
+    : undefined;
+}
+
 function formatLabel(value: string) {
   return value
     .split('_')
@@ -212,6 +283,10 @@ function formatLabel(value: string) {
     .join(' ');
 }
 
+function normalizeTicker(value: unknown) {
+  return typeof value === 'string' ? value.trim().toUpperCase() : '';
+}
+
 function withFinancialMetricsPolicy(filing: Filing): Filing {
   if (FINANCIAL_FORMS.has(filing.filing_type)) {
     return filing;
@@ -707,6 +782,383 @@ export const app = new Elysia({ prefix: '/api' })
 
     return Response.json({ insight });
   })
+  .get('/research/workspace', async ({ query }) => {
+    const { session, response } = await requireAuthenticatedSession();
+    if (response) {
+      return response;
+    }
+
+    const ticker = typeof query.ticker === 'string' ? query.ticker.trim().toUpperCase() : '';
+    if (!ticker) {
+      return jsonError('ticker is required');
+    }
+
+    const workspace = await getResearchWorkspace(session.user.id, ticker);
+    return Response.json({ workspace });
+  }, {
+    query: t.Object({
+      ticker: t.String({ minLength: 1 })
+    })
+  })
+  .get('/research/library', async ({ query }) => {
+    const { session, response } = await requireAuthenticatedSession();
+    if (response) {
+      return response;
+    }
+
+    const ticker = typeof query.ticker === 'string' ? query.ticker.trim().toUpperCase() : '';
+    if (!ticker) {
+      return jsonError('ticker is required');
+    }
+
+    const linkedToMemo = query.linkedToMemo === undefined
+      ? null
+      : asBoolean(query.linkedToMemo, false);
+
+    const library = await listResearchArtifacts(session.user.id, {
+      ticker,
+      q: asOptionalString(query.q),
+      kind: asResearchArtifactKind(query.kind) ?? null,
+      tag: asOptionalString(query.tag),
+      source: asResearchArtifactSource(query.source) ?? null,
+      linkedToMemo,
+      limit: typeof query.limit === 'number' ? query.limit : Number(query.limit ?? 100)
+    });
+
+    return Response.json(library);
+  }, {
+    query: t.Object({
+      ticker: t.String({ minLength: 1 }),
+      q: t.Optional(t.String()),
+      kind: t.Optional(t.String()),
+      tag: t.Optional(t.String()),
+      source: t.Optional(t.String()),
+      linkedToMemo: t.Optional(t.String()),
+      limit: t.Optional(t.Numeric())
+    })
+  })
+  .post('/research/library', async ({ body }) => {
+    const { session, response } = await requireAuthenticatedSession();
+    if (response) {
+      return response;
+    }
+
+    const payload = asRecord(body);
+    const ticker = typeof payload.ticker === 'string' ? payload.ticker.trim().toUpperCase() : '';
+    const kind = asResearchArtifactKind(payload.kind);
+    const source = asResearchArtifactSource(payload.source);
+    const title = asOptionalString(payload.title);
+    const summary = asOptionalString(payload.summary);
+    const bodyMarkdown = asOptionalString(payload.bodyMarkdown);
+
+    if (!ticker) {
+      return jsonError('ticker is required');
+    }
+
+    if (!kind) {
+      return jsonError('kind is required');
+    }
+
+    if (kind === 'upload') {
+      return jsonError('Use /api/research/library/upload for file uploads');
+    }
+
+    if (!title && !summary && !bodyMarkdown) {
+      return jsonError('title, summary, or bodyMarkdown is required');
+    }
+
+    try {
+      const artifact = await createResearchArtifactRecord({
+        userId: session.user.id,
+        ticker,
+        accessionNumber: asOptionalString(payload.accessionNumber),
+        kind,
+        source: source ?? 'user',
+        subtype: asOptionalString(payload.subtype),
+        title,
+        summary,
+        bodyMarkdown,
+        tags: asTags(payload.tags),
+        metadata: asOptionalRecord(payload.metadata)
+      });
+
+      await updateWatchlistReviewByTicker(session.user.id, ticker, artifact.updated_at);
+
+      return Response.json({ artifact });
+    } catch (error) {
+      return jsonError(asErrorMessage(error, 'Failed to create research artifact'));
+    }
+  })
+  .post('/research/library/upload', async ({ request }) => {
+    const { session, response } = await requireAuthenticatedSession();
+    if (response) {
+      return response;
+    }
+
+    try {
+      const form = await request.formData();
+      const ticker = normalizeTicker(String(form.get('ticker') ?? ''));
+      const title = asOptionalString(String(form.get('title') ?? ''));
+      const summary = asOptionalString(String(form.get('summary') ?? ''));
+      const tags = asTags(String(form.get('tags') ?? ''));
+      const file = form.get('file');
+
+      if (!ticker) {
+        return jsonError('ticker is required');
+      }
+
+      if (!(file instanceof File)) {
+        return jsonError('file is required');
+      }
+
+      const artifact = await storeResearchUpload({
+        userId: session.user.id,
+        ticker,
+        file,
+        title,
+        summary,
+        tags
+      });
+
+      return Response.json({ artifact });
+    } catch (error) {
+      return jsonError(asErrorMessage(error, 'Failed to upload research file'));
+    }
+  })
+  .patch('/research/library/:id', async ({ params, body }) => {
+    const { session, response } = await requireAuthenticatedSession();
+    if (response) {
+      return response;
+    }
+
+    const numericId = Number(params.id);
+    if (!Number.isInteger(numericId) || numericId <= 0) {
+      return jsonError('Invalid artifact id', 400);
+    }
+
+    const payload = asRecord(body);
+
+    try {
+      const artifact = await updateResearchArtifactRecord({
+        userId: session.user.id,
+        id: numericId,
+        title: payload.title === undefined ? undefined : asOptionalString(payload.title),
+        summary: payload.summary === undefined ? undefined : asOptionalString(payload.summary),
+        bodyMarkdown: payload.bodyMarkdown === undefined
+          ? undefined
+          : (typeof payload.bodyMarkdown === 'string' ? payload.bodyMarkdown : ''),
+        tags: payload.tags === undefined ? undefined : asTags(payload.tags),
+        metadata: payload.metadata === undefined ? undefined : asOptionalRecord(payload.metadata)
+      });
+
+      if (!artifact) {
+        return jsonError('Research artifact not found', 404);
+      }
+
+      return Response.json({ artifact });
+    } catch (error) {
+      return jsonError(asErrorMessage(error, 'Failed to update research artifact'));
+    }
+  }, {
+    params: t.Object({
+      id: t.String({ minLength: 1 })
+    })
+  })
+  .delete('/research/library/:id', async ({ params }) => {
+    const { session, response } = await requireAuthenticatedSession();
+    if (response) {
+      return response;
+    }
+
+    const numericId = Number(params.id);
+    if (!Number.isInteger(numericId) || numericId <= 0) {
+      return jsonError('Invalid artifact id', 400);
+    }
+
+    const removed = await deleteResearchArtifactRecord(session.user.id, numericId);
+    if (!removed) {
+      return jsonError('Research artifact not found', 404);
+    }
+
+    return Response.json({ success: true });
+  }, {
+    params: t.Object({
+      id: t.String({ minLength: 1 })
+    })
+  })
+  .get('/research/library/:id/file', async ({ params }) => {
+    const { session, response } = await requireAuthenticatedSession();
+    if (response) {
+      return response;
+    }
+
+    const numericId = Number(params.id);
+    if (!Number.isInteger(numericId) || numericId <= 0) {
+      return jsonError('Invalid artifact id', 400);
+    }
+
+    const fileResponse = await getResearchArtifactFileResponse(session.user.id, numericId);
+    if (!fileResponse) {
+      return jsonError('Research upload not found', 404);
+    }
+
+    return fileResponse;
+  }, {
+    params: t.Object({
+      id: t.String({ minLength: 1 })
+    })
+  })
+  .get('/research/memo', async ({ query }) => {
+    const { session, response } = await requireAuthenticatedSession();
+    if (response) {
+      return response;
+    }
+
+    const ticker = typeof query.ticker === 'string' ? query.ticker.trim().toUpperCase() : '';
+    if (!ticker) {
+      return jsonError('ticker is required');
+    }
+
+    const memo = await getResearchMemoByTicker(session.user.id, ticker);
+    return Response.json({ memo });
+  }, {
+    query: t.Object({
+      ticker: t.String({ minLength: 1 })
+    })
+  })
+  .put('/research/memo', async ({ body }) => {
+    const { session, response } = await requireAuthenticatedSession();
+    if (response) {
+      return response;
+    }
+
+    const payload = asRecord(body);
+    const ticker = typeof payload.ticker === 'string' ? payload.ticker.trim().toUpperCase() : '';
+    if (!ticker) {
+      return jsonError('ticker is required');
+    }
+
+    const rating = asResearchMemoRating(payload.rating);
+    const conviction = asResearchMemoConviction(payload.conviction);
+
+    if (payload.rating !== undefined && rating === undefined) {
+      return jsonError('Invalid memo rating', 400);
+    }
+
+    if (payload.conviction !== undefined && conviction === undefined) {
+      return jsonError('Invalid memo conviction', 400);
+    }
+
+    try {
+      const memo = await upsertResearchMemoRecord({
+        userId: session.user.id,
+        ticker,
+        rating,
+        conviction,
+        timeHorizonMonths: payload.timeHorizonMonths === undefined
+          ? undefined
+          : (typeof payload.timeHorizonMonths === 'number' ? payload.timeHorizonMonths : Number(payload.timeHorizonMonths)),
+        packetTitle: payload.packetTitle === undefined ? undefined : asOptionalString(payload.packetTitle),
+        packetSubtitle: payload.packetSubtitle === undefined ? undefined : asOptionalString(payload.packetSubtitle),
+        thesisMarkdown: payload.thesisMarkdown === undefined ? undefined : String(payload.thesisMarkdown),
+        variantViewMarkdown: payload.variantViewMarkdown === undefined ? undefined : String(payload.variantViewMarkdown),
+        catalystsMarkdown: payload.catalystsMarkdown === undefined ? undefined : String(payload.catalystsMarkdown),
+        risksMarkdown: payload.risksMarkdown === undefined ? undefined : String(payload.risksMarkdown),
+        disconfirmingEvidenceMarkdown: payload.disconfirmingEvidenceMarkdown === undefined ? undefined : String(payload.disconfirmingEvidenceMarkdown),
+        nextActionsMarkdown: payload.nextActionsMarkdown === undefined ? undefined : String(payload.nextActionsMarkdown)
+      });
+
+      return Response.json({ memo });
+    } catch (error) {
+      return jsonError(asErrorMessage(error, 'Failed to save research memo'));
+    }
+  })
+  .post('/research/memo/:id/evidence', async ({ params, body }) => {
+    const { session, response } = await requireAuthenticatedSession();
+    if (response) {
+      return response;
+    }
+
+    const numericId = Number(params.id);
+    if (!Number.isInteger(numericId) || numericId <= 0) {
+      return jsonError('Invalid memo id', 400);
+    }
+
+    const payload = asRecord(body);
+    const section = asResearchMemoSection(payload.section);
+    const artifactId = typeof payload.artifactId === 'number' ? payload.artifactId : Number(payload.artifactId);
+
+    if (!section) {
+      return jsonError('section is required', 400);
+    }
+
+    if (!Number.isInteger(artifactId) || artifactId <= 0) {
+      return jsonError('artifactId is required', 400);
+    }
+
+    try {
+      const evidence = await addResearchMemoEvidenceLink({
+        userId: session.user.id,
+        memoId: numericId,
+        artifactId,
+        section,
+        annotation: asOptionalString(payload.annotation),
+        sortOrder: payload.sortOrder === undefined
+          ? undefined
+          : (typeof payload.sortOrder === 'number' ? payload.sortOrder : Number(payload.sortOrder))
+      });
+
+      return Response.json({ evidence });
+    } catch (error) {
+      return jsonError(asErrorMessage(error, 'Failed to attach memo evidence'));
+    }
+  }, {
+    params: t.Object({
+      id: t.String({ minLength: 1 })
+    })
+  })
+  .delete('/research/memo/:id/evidence/:linkId', async ({ params }) => {
+    const { session, response } = await requireAuthenticatedSession();
+    if (response) {
+      return response;
+    }
+
+    const memoId = Number(params.id);
+    const linkId = Number(params.linkId);
+    if (!Number.isInteger(memoId) || memoId <= 0 || !Number.isInteger(linkId) || linkId <= 0) {
+      return jsonError('Invalid memo evidence id', 400);
+    }
+
+    const removed = await deleteResearchMemoEvidenceLink(session.user.id, memoId, linkId);
+    if (!removed) {
+      return jsonError('Memo evidence not found', 404);
+    }
+
+    return Response.json({ success: true });
+  }, {
+    params: t.Object({
+      id: t.String({ minLength: 1 }),
+      linkId: t.String({ minLength: 1 })
+    })
+  })
+  .get('/research/packet', async ({ query }) => {
+    const { session, response } = await requireAuthenticatedSession();
+    if (response) {
+      return response;
+    }
+
+    const ticker = typeof query.ticker === 'string' ? query.ticker.trim().toUpperCase() : '';
+    if (!ticker) {
+      return jsonError('ticker is required');
+    }
+
+    const packet = await getResearchPacket(session.user.id, ticker);
+    return Response.json({ packet });
+  }, {
+    query: t.Object({
+      ticker: t.String({ minLength: 1 })
+    })
+  })
   .get('/research/journal', async ({ query }) => {
     const { session, response } = await requireAuthenticatedSession();
     if (response) {
@@ -762,6 +1214,10 @@ export const app = new Elysia({ prefix: '/api' })
         metadata
       });
 
+      if (!entry) {
+        return jsonError('Failed to create journal entry', 500);
+      }
+
       await updateWatchlistReviewByTicker(session.user.id, ticker, entry.updated_at);
 
       return Response.json({ entry });