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

lib/query/keys.ts

@@ -14,6 +14,18 @@ export const queryKeys = {
   filings: (ticker: string | null, limit: number) => ['filings', ticker ?? '', limit] as const,
   search: (query: string, ticker: string | null, sources: string[], limit: number) => ['search', query, ticker ?? '', sources.join(','), limit] as const,
   report: (accessionNumber: string) => ['report', accessionNumber] as const,
+  researchWorkspace: (ticker: string) => ['research', 'workspace', ticker] as const,
+  researchLibrary: (
+    ticker: string,
+    q: string,
+    kind: string,
+    tag: string,
+    source: string,
+    linkedToMemo: string,
+    limit: number
+  ) => ['research', 'library', ticker, q, kind, tag, source, linkedToMemo, limit] as const,
+  researchMemo: (ticker: string) => ['research', 'memo', ticker] as const,
+  researchPacket: (ticker: string) => ['research', 'packet', ticker] as const,
   watchlist: () => ['watchlist'] as const,
   researchJournal: (ticker: string) => ['research', 'journal', ticker] as const,
   holdings: () => ['portfolio', 'holdings'] as const,

lib/query/options.ts

@@ -6,9 +6,13 @@ import {
   getLatestPortfolioInsight,
   getPortfolioSummary,
   searchKnowledge,
+  getResearchMemo,
+  getResearchPacket,
+  getResearchWorkspace,
   getTask,
   getTaskTimeline,
   listFilings,
+  listResearchLibrary,
   listHoldings,
   listRecentTasks,
   listResearchJournal,
@@ -18,7 +22,9 @@ import { queryKeys } from '@/lib/query/keys';
 import type {
   FinancialCadence,
   FinancialSurfaceKind,
-  SearchSource
+  SearchSource,
+  ResearchArtifactKind,
+  ResearchArtifactSource
 } from '@/lib/types';
 
 export function companyAnalysisQueryOptions(ticker: string) {
@@ -123,6 +129,68 @@ export function aiReportQueryOptions(accessionNumber: string) {
   });
 }
 
+export function researchWorkspaceQueryOptions(ticker: string) {
+  const normalizedTicker = ticker.trim().toUpperCase();
+
+  return queryOptions({
+    queryKey: queryKeys.researchWorkspace(normalizedTicker),
+    queryFn: () => getResearchWorkspace(normalizedTicker),
+    staleTime: 15_000
+  });
+}
+
+export function researchLibraryQueryOptions(input: {
+  ticker: string;
+  q?: string;
+  kind?: ResearchArtifactKind;
+  tag?: string;
+  source?: ResearchArtifactSource;
+  linkedToMemo?: boolean;
+  limit?: number;
+}) {
+  const normalizedTicker = input.ticker.trim().toUpperCase();
+  const q = input.q?.trim() ?? '';
+  const kind = input.kind ?? '';
+  const tag = input.tag?.trim() ?? '';
+  const source = input.source ?? '';
+  const linkedToMemo = input.linkedToMemo === undefined ? '' : input.linkedToMemo ? 'true' : 'false';
+  const limit = input.limit ?? 100;
+
+  return queryOptions({
+    queryKey: queryKeys.researchLibrary(normalizedTicker, q, kind, tag, source, linkedToMemo, limit),
+    queryFn: () => listResearchLibrary({
+      ticker: normalizedTicker,
+      q,
+      kind: input.kind,
+      tag,
+      source: input.source,
+      linkedToMemo: input.linkedToMemo,
+      limit
+    }),
+    staleTime: 10_000
+  });
+}
+
+export function researchMemoQueryOptions(ticker: string) {
+  const normalizedTicker = ticker.trim().toUpperCase();
+
+  return queryOptions({
+    queryKey: queryKeys.researchMemo(normalizedTicker),
+    queryFn: () => getResearchMemo(normalizedTicker),
+    staleTime: 10_000
+  });
+}
+
+export function researchPacketQueryOptions(ticker: string) {
+  const normalizedTicker = ticker.trim().toUpperCase();
+
+  return queryOptions({
+    queryKey: queryKeys.researchPacket(normalizedTicker),
+    queryFn: () => getResearchPacket(normalizedTicker),
+    staleTime: 10_000
+  });
+}
+
 export function watchlistQueryOptions() {
   return queryOptions({
     queryKey: queryKeys.watchlist(),