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/types.ts

@@ -8,6 +8,19 @@ export type User = {
 export type CoverageStatus = 'backlog' | 'active' | 'watch' | 'archive';
 export type CoveragePriority = 'low' | 'medium' | 'high';
 export type ResearchJournalEntryType = 'note' | 'filing_note' | 'status_change';
+export type NumberScaleUnit = 'thousands' | 'millions' | 'billions';
+export type ResearchArtifactKind = 'filing' | 'ai_report' | 'note' | 'upload' | 'memo_snapshot' | 'status_change';
+export type ResearchArtifactSource = 'system' | 'user';
+export type ResearchVisibilityScope = 'private' | 'organization';
+export type ResearchMemoRating = 'strong_buy' | 'buy' | 'hold' | 'sell';
+export type ResearchMemoConviction = 'low' | 'medium' | 'high';
+export type ResearchMemoSection =
+  | 'thesis'
+  | 'variant_view'
+  | 'catalysts'
+  | 'risks'
+  | 'disconfirming_evidence'
+  | 'next_actions';
 
 export type WatchlistItem = {
   id: number;
@@ -232,6 +245,93 @@ export type SearchAnswerResponse = {
   results: SearchResult[];
 };
 
+export type ResearchArtifact = {
+  id: number;
+  user_id: string;
+  organization_id: string | null;
+  ticker: string;
+  accession_number: string | null;
+  kind: ResearchArtifactKind;
+  source: ResearchArtifactSource;
+  subtype: string | null;
+  title: string | null;
+  summary: string | null;
+  body_markdown: string | null;
+  search_text: string | null;
+  visibility_scope: ResearchVisibilityScope;
+  tags: string[];
+  metadata: Record<string, unknown> | null;
+  file_name: string | null;
+  mime_type: string | null;
+  file_size_bytes: number | null;
+  storage_path: string | null;
+  created_at: string;
+  updated_at: string;
+  linked_to_memo: boolean;
+};
+
+export type ResearchMemo = {
+  id: number;
+  user_id: string;
+  organization_id: string | null;
+  ticker: string;
+  rating: ResearchMemoRating | null;
+  conviction: ResearchMemoConviction | null;
+  time_horizon_months: number | null;
+  packet_title: string | null;
+  packet_subtitle: string | null;
+  thesis_markdown: string;
+  variant_view_markdown: string;
+  catalysts_markdown: string;
+  risks_markdown: string;
+  disconfirming_evidence_markdown: string;
+  next_actions_markdown: string;
+  created_at: string;
+  updated_at: string;
+};
+
+export type ResearchMemoEvidenceLink = {
+  id: number;
+  memo_id: number;
+  artifact_id: number;
+  section: ResearchMemoSection;
+  annotation: string | null;
+  sort_order: number;
+  created_at: string;
+  artifact: ResearchArtifact;
+};
+
+export type ResearchPacketSection = {
+  section: ResearchMemoSection;
+  title: string;
+  body_markdown: string;
+  evidence: ResearchMemoEvidenceLink[];
+};
+
+export type ResearchPacket = {
+  ticker: string;
+  companyName: string | null;
+  generated_at: string;
+  memo: ResearchMemo | null;
+  sections: ResearchPacketSection[];
+};
+
+export type ResearchLibraryResponse = {
+  artifacts: ResearchArtifact[];
+  availableTags: string[];
+};
+
+export type ResearchWorkspace = {
+  ticker: string;
+  companyName: string | null;
+  coverage: WatchlistItem | null;
+  latestFilingDate: string | null;
+  memo: ResearchMemo | null;
+  library: ResearchArtifact[];
+  packet: ResearchPacket;
+  availableTags: string[];
+};
+
 export type CompanyFinancialPoint = {
   filingDate: string;
   filingType: Filing['filing_type'];