Add search and RAG workspace flows

lib/query/keys.ts

@@ -12,6 +12,7 @@ export const queryKeys = {
     limit: number
   ) => ['financials-v3', ticker, surfaceKind, cadence, includeDimensions ? 'dims' : 'no-dims', includeFacts ? 'facts' : 'rows', factsCursor ?? '', factsLimit, cursor ?? '', limit] as const,
   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,
   watchlist: () => ['watchlist'] as const,
   researchJournal: (ticker: string) => ['research', 'journal', ticker] as const,

lib/query/options.ts

@@ -5,6 +5,7 @@ import {
   getCompanyFinancialStatements,
   getLatestPortfolioInsight,
   getPortfolioSummary,
+  searchKnowledge,
   getTask,
   getTaskTimeline,
   listFilings,
@@ -16,7 +17,8 @@ import {
 import { queryKeys } from '@/lib/query/keys';
 import type {
   FinancialCadence,
-  FinancialSurfaceKind
+  FinancialSurfaceKind,
+  SearchSource
 } from '@/lib/types';
 
 export function companyAnalysisQueryOptions(ticker: string) {
@@ -86,6 +88,31 @@ export function filingsQueryOptions(input: { ticker?: string; limit?: number } =
   });
 }
 
+export function searchQueryOptions(input: {
+  query: string;
+  ticker?: string | null;
+  sources?: SearchSource[];
+  limit?: number;
+}) {
+  const normalizedQuery = input.query.trim();
+  const normalizedTicker = input.ticker?.trim().toUpperCase() ?? null;
+  const sources = input.sources && input.sources.length > 0
+    ? [...new Set(input.sources)]
+    : ['documents', 'filings', 'research'] as SearchSource[];
+  const limit = input.limit ?? 10;
+
+  return queryOptions({
+    queryKey: queryKeys.search(normalizedQuery, normalizedTicker, sources, limit),
+    queryFn: () => searchKnowledge({
+      query: normalizedQuery,
+      ticker: normalizedTicker ?? undefined,
+      sources,
+      limit
+    }),
+    staleTime: 30_000
+  });
+}
+
 export function aiReportQueryOptions(accessionNumber: string) {
   const normalizedAccession = accessionNumber.trim();