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

components/shell/app-shell.tsx

@@ -2,7 +2,7 @@
 
 import { useQueryClient } from '@tanstack/react-query';
 import type { LucideIcon } from 'lucide-react';
-import { Activity, BookOpenText, ChartCandlestick, Eye, Landmark, LineChart, LogOut, Menu, Search } from 'lucide-react';
+import { Activity, BarChart3, BookOpenText, ChartCandlestick, Eye, Landmark, LineChart, LogOut, Menu, NotebookTabs, Search } from 'lucide-react';
 import Link from 'next/link';
 import { usePathname, useRouter, useSearchParams } from 'next/navigation';
 import { useEffect, useMemo, useState } from 'react';
@@ -11,6 +11,7 @@ import { TaskDetailModal } from '@/components/notifications/task-detail-modal';
 import { TaskNotificationsTrigger } from '@/components/notifications/task-notifications-trigger';
 import {
   companyAnalysisQueryOptions,
+  companyFinancialStatementsQueryOptions,
   filingsQueryOptions,
   holdingsQueryOptions,
   latestPortfolioInsightQueryOptions,
@@ -18,6 +19,7 @@ import {
   recentTasksQueryOptions,
   watchlistQueryOptions
 } from '@/lib/query/options';
+import { buildGraphingHref } from '@/lib/graphing/catalog';
 import type { ActiveContext, NavGroup, NavItem } from '@/lib/types';
 import { Button } from '@/components/ui/button';
 import { useTaskNotificationsCenter } from '@/hooks/use-task-notifications-center';
@@ -56,6 +58,26 @@ const NAV_ITEMS: NavConfigItem[] = [
     preserveTicker: true,
     mobilePrimary: true
   },
+  {
+    id: 'research',
+    href: '/research',
+    label: 'Research',
+    icon: NotebookTabs,
+    group: 'research',
+    matchMode: 'exact',
+    preserveTicker: true,
+    mobilePrimary: true
+  },
+  {
+    id: 'graphing',
+    href: '/graphing',
+    label: 'Graphing',
+    icon: BarChart3,
+    group: 'research',
+    matchMode: 'exact',
+    preserveTicker: true,
+    mobilePrimary: false
+  },
   {
     id: 'financials',
     href: '/financials',
@@ -127,6 +149,10 @@ function toTickerHref(baseHref: string, activeTicker: string | null) {
 }
 
 function resolveNavHref(item: NavItem, context: ActiveContext) {
+  if (item.href === '/graphing') {
+    return buildGraphingHref(context.activeTicker);
+  }
+
   if (!item.preserveTicker) {
     return item.href;
   }
@@ -144,6 +170,8 @@ function isItemActive(item: NavItem, pathname: string) {
 
 function buildDefaultBreadcrumbs(pathname: string, activeTicker: string | null) {
   const analysisHref = toTickerHref('/analysis', activeTicker);
+  const researchHref = toTickerHref('/research', activeTicker);
+  const graphingHref = buildGraphingHref(activeTicker);
   const financialsHref = toTickerHref('/financials', activeTicker);
   const filingsHref = toTickerHref('/filings', activeTicker);
 
@@ -163,6 +191,13 @@ function buildDefaultBreadcrumbs(pathname: string, activeTicker: string | null)
     return [{ label: 'Analysis' }];
   }
 
+  if (pathname.startsWith('/research')) {
+    return [
+      { label: 'Analysis', href: analysisHref },
+      { label: 'Research', href: researchHref }
+    ];
+  }
+
   if (pathname.startsWith('/financials')) {
     return [
       { label: 'Analysis', href: analysisHref },
@@ -170,6 +205,14 @@ function buildDefaultBreadcrumbs(pathname: string, activeTicker: string | null)
     ];
   }
 
+  if (pathname.startsWith('/graphing')) {
+    return [
+      { label: 'Analysis', href: analysisHref },
+      { label: 'Graphing', href: graphingHref },
+      { label: activeTicker ?? 'Compare Set' }
+    ];
+  }
+
   if (pathname.startsWith('/filings')) {
     return [
       { label: 'Analysis', href: analysisHref },
@@ -298,6 +341,20 @@ export function AppShell({ title, subtitle, actions, activeTicker, breadcrumbs,
       return;
     }
 
+    if (href.startsWith('/graphing')) {
+      if (context.activeTicker) {
+        void queryClient.prefetchQuery(companyFinancialStatementsQueryOptions({
+          ticker: context.activeTicker,
+          surfaceKind: 'income_statement',
+          cadence: 'annual',
+          includeDimensions: false,
+          includeFacts: false,
+          limit: 16
+        }));
+      }
+      return;
+    }
+
     if (href.startsWith('/filings')) {
       void queryClient.prefetchQuery(filingsQueryOptions({
         ticker: context.activeTicker ?? undefined,
@@ -341,7 +398,7 @@ export function AppShell({ title, subtitle, actions, activeTicker, breadcrumbs,
     };
 
     const runPrefetch = () => {
-      const prioritized = navEntries.filter((entry) => entry.id === 'analysis' || entry.id === 'filings' || entry.id === 'portfolio');
+      const prioritized = navEntries.filter((entry) => entry.id === 'analysis' || entry.id === 'graphing' || entry.id === 'filings' || entry.id === 'portfolio');
       for (const entry of prioritized) {
         prefetchForHref(entry.href);
       }