Merge branch 't3code/expand-research-management-plan'
# Conflicts: # app/analysis/page.tsx # app/watchlist/page.tsx # components/shell/app-shell.tsx # lib/api.ts # lib/query/options.ts # lib/server/api/app.ts # lib/server/db/index.test.ts # lib/server/db/index.ts # lib/server/db/schema.ts # lib/server/repos/research-journal.ts # lib/types.ts
This commit is contained in:
@@ -16,6 +16,7 @@ import {
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import {
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BrainCircuit,
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ChartNoAxesCombined,
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NotebookTabs,
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NotebookPen,
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RefreshCcw,
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Search,
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@@ -29,6 +30,7 @@ import { Input } from '@/components/ui/input';
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import { Panel } from '@/components/ui/panel';
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import { useAuthGuard } from '@/hooks/use-auth-guard';
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import { useLinkPrefetch } from '@/hooks/use-link-prefetch';
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import { buildGraphingHref } from '@/lib/graphing/catalog';
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import {
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createResearchJournalEntry,
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deleteResearchJournalEntry,
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@@ -440,6 +442,14 @@ function AnalysisPageContent() {
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>
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Open filing stream
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</Link>
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<Link
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href={buildGraphingHref(analysis.company.ticker)}
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onMouseEnter={() => prefetchResearchTicker(analysis.company.ticker)}
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onFocus={() => prefetchResearchTicker(analysis.company.ticker)}
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className="text-sm text-[color:var(--accent)] hover:text-[color:var(--accent-strong)]"
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>
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Open graphing
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</Link>
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</>
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) : null}
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</form>
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@@ -855,123 +865,70 @@ function AnalysisPageContent() {
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)}
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</Panel>
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<div className="grid grid-cols-1 gap-6 xl:grid-cols-[1fr_1.3fr]">
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<div className="grid grid-cols-1 gap-6 xl:grid-cols-[0.95fr_1.3fr]">
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<Panel
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title={editingJournalId === null ? 'Research Journal' : 'Edit Journal Entry'}
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subtitle="Private markdown notes for this company. Linked filing notes update the coverage review timestamp."
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title="Research Summary"
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subtitle="The full thesis workflow now lives in the dedicated Research workspace."
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actions={(
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<Link
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href={`/research?ticker=${encodeURIComponent(activeTicker)}`}
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onMouseEnter={() => prefetchResearchTicker(activeTicker)}
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onFocus={() => prefetchResearchTicker(activeTicker)}
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className="inline-flex items-center gap-2 rounded-lg border border-[color:var(--line-weak)] px-3 py-2 text-xs uppercase tracking-[0.12em] text-[color:var(--accent)] transition hover:border-[color:var(--line-strong)] hover:text-[color:var(--accent-strong)]"
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>
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<NotebookTabs className="size-4" />
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Open research
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</Link>
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)}
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>
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<form onSubmit={saveJournalEntry} className="space-y-3">
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<div>
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<label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Title</label>
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<Input
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value={journalForm.title}
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aria-label="Journal title"
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onChange={(event) => setJournalForm((prev) => ({ ...prev, title: event.target.value }))}
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placeholder="Investment thesis checkpoint, risk note, follow-up..."
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/>
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<div className="space-y-4">
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<div className="rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-4">
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<p className="text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Workspace focus</p>
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<p className="mt-2 text-sm leading-6 text-[color:var(--terminal-bright)]">
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Use the research surface to manage the typed library, attach evidence to memo sections, upload diligence files, and assemble the packet view for investor review.
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</p>
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</div>
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<div>
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<label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Linked Filing (optional)</label>
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<Input
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value={journalForm.accessionNumber}
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aria-label="Journal linked filing"
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onChange={(event) => setJournalForm((prev) => ({ ...prev, accessionNumber: event.target.value }))}
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placeholder="0000000000-26-000001"
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/>
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<div className="grid grid-cols-1 gap-3 md:grid-cols-2">
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<div className="rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-4">
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<p className="text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Stored research entries</p>
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<p className="mt-2 text-2xl font-semibold text-[color:var(--terminal-bright)]">{journalEntries.length}</p>
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</div>
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<div className="rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-4">
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<p className="text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Latest update</p>
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<p className="mt-2 text-sm text-[color:var(--terminal-bright)]">{journalEntries[0] ? formatDateTime(journalEntries[0].updated_at) : 'No research activity yet'}</p>
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</div>
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</div>
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<div>
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<label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Body</label>
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<textarea
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value={journalForm.bodyMarkdown}
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aria-label="Journal body"
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onChange={(event) => setJournalForm((prev) => ({ ...prev, bodyMarkdown: event.target.value }))}
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placeholder="Write your thesis update, questions, risks, and next steps..."
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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)]"
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required
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/>
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</div>
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<div className="flex flex-wrap gap-2">
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<Button type="submit" className="w-full sm:w-auto">
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<NotebookPen className="size-4" />
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{editingJournalId === null ? 'Save note' : 'Update note'}
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</Button>
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{editingJournalId !== null ? (
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<Button type="button" variant="ghost" className="w-full sm:w-auto" onClick={resetJournalForm}>
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Cancel edit
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</Button>
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) : null}
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</div>
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</form>
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</div>
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</Panel>
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<Panel title="Journal Timeline" subtitle={`${journalEntries.length} stored entries for ${activeTicker}.`}>
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<Panel title="Recent Research Feed" subtitle={`Previewing the latest ${Math.min(journalEntries.length, 4)} research entries for ${activeTicker}.`}>
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{journalLoading ? (
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<p className="text-sm text-[color:var(--terminal-muted)]">Loading journal entries...</p>
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<p className="text-sm text-[color:var(--terminal-muted)]">Loading research entries...</p>
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) : journalEntries.length === 0 ? (
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<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>
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<p className="text-sm text-[color:var(--terminal-muted)]">No research saved yet. Use AI memo saves from reports or open the Research workspace to start building the thesis.</p>
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) : (
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<div className="space-y-3">
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{journalEntries.map((entry) => {
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const canEdit = entry.entry_type !== 'status_change';
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return (
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<article
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key={entry.id}
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ref={(node) => {
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journalEntryRefs.current.set(entry.id, node);
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}}
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className={`rounded-xl border bg-[color:var(--panel-soft)] p-4 transition ${
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highlightedJournalId === entry.id
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? 'border-[color:var(--line-strong)] shadow-[0_0_0_1px_rgba(0,255,180,0.14),0_0_28px_rgba(0,255,180,0.16)]'
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: 'border-[color:var(--line-weak)]'
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}`}
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>
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<div className="flex flex-wrap items-start justify-between gap-3">
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<div>
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<p className="text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">
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{entry.entry_type.replace('_', ' ')} · {formatDateTime(entry.updated_at)}
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</p>
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<h4 className="mt-1 text-sm font-semibold text-[color:var(--terminal-bright)]">
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{entry.title ?? 'Untitled entry'}
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</h4>
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</div>
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{entry.accession_number ? (
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<Link
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href={`/filings?ticker=${activeTicker}`}
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onMouseEnter={() => prefetchResearchTicker(activeTicker)}
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onFocus={() => prefetchResearchTicker(activeTicker)}
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className="text-xs uppercase tracking-[0.12em] text-[color:var(--accent)] hover:text-[color:var(--accent-strong)]"
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>
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Open filing stream
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</Link>
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) : null}
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{journalEntries.slice(0, 4).map((entry) => (
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<article key={entry.id} className="rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-4">
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<div className="flex flex-wrap items-start justify-between gap-3">
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<div>
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<p className="text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">
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{entry.entry_type.replace('_', ' ')} · {formatDateTime(entry.updated_at)}
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</p>
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<h4 className="mt-1 text-sm font-semibold text-[color:var(--terminal-bright)]">{entry.title ?? 'Untitled entry'}</h4>
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</div>
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<p className="mt-3 whitespace-pre-wrap text-sm leading-6 text-[color:var(--terminal-bright)]">{entry.body_markdown}</p>
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{canEdit ? (
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<div className="mt-4 flex flex-wrap items-center gap-2">
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<Button
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variant="ghost"
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className="px-2 py-1 text-xs"
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onClick={() => beginEditJournalEntry(entry)}
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>
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<SquarePen className="size-3" />
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Edit
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</Button>
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<Button
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variant="danger"
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className="px-2 py-1 text-xs"
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onClick={() => {
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void removeJournalEntry(entry);
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}}
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>
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<Trash2 className="size-3" />
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Delete
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</Button>
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</div>
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) : null}
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</article>
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);
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})}
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<Link
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href={`/research?ticker=${encodeURIComponent(activeTicker)}`}
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onMouseEnter={() => prefetchResearchTicker(activeTicker)}
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onFocus={() => prefetchResearchTicker(activeTicker)}
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className="text-xs uppercase tracking-[0.12em] text-[color:var(--accent)] hover:text-[color:var(--accent-strong)]"
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>
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Open workspace
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</Link>
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</div>
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<p className="mt-3 whitespace-pre-wrap text-sm leading-6 text-[color:var(--terminal-bright)]">{entry.body_markdown}</p>
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</article>
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))}
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</div>
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)}
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</Panel>
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@@ -980,7 +937,7 @@ function AnalysisPageContent() {
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<Panel>
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<div className="flex items-center gap-2 text-xs uppercase tracking-[0.24em] text-[color:var(--terminal-muted)]">
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<ChartNoAxesCombined className="size-4" />
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Analysis scope: price + filings + ai synthesis + research journal
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Analysis scope: price + filings + ai synthesis + research workspace
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</div>
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</Panel>
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</AppShell>
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