Add search and RAG workspace flows

lib/types.ts

@@ -101,7 +101,12 @@ export type Filing = {
 };
 
 export type TaskStatus = 'queued' | 'running' | 'completed' | 'failed';
-export type TaskType = 'sync_filings' | 'refresh_prices' | 'analyze_filing' | 'portfolio_insights';
+export type TaskType =
+  | 'sync_filings'
+  | 'refresh_prices'
+  | 'analyze_filing'
+  | 'portfolio_insights'
+  | 'index_search';
 export type TaskStage =
   | 'queued'
   | 'running'
@@ -125,6 +130,11 @@ export type TaskStage =
   | 'analyze.extract'
   | 'analyze.generate_report'
   | 'analyze.persist_report'
+  | 'search.collect_sources'
+  | 'search.fetch_documents'
+  | 'search.chunk'
+  | 'search.embed'
+  | 'search.persist'
   | 'insights.load_holdings'
   | 'insights.generate'
   | 'insights.persist';
@@ -188,6 +198,40 @@ export type ResearchJournalEntry = {
   updated_at: string;
 };
 
+export type SearchSource = 'documents' | 'filings' | 'research';
+export type SearchResult = {
+  chunkId: number;
+  documentId: number;
+  source: SearchSource;
+  sourceKind: 'filing_document' | 'filing_brief' | 'research_note';
+  sourceRef: string;
+  title: string | null;
+  ticker: string | null;
+  accessionNumber: string | null;
+  filingDate: string | null;
+  citationLabel: string;
+  headingPath: string | null;
+  chunkText: string;
+  snippet: string;
+  score: number;
+  vectorRank: number | null;
+  lexicalRank: number | null;
+  href: string;
+};
+
+export type SearchCitation = {
+  index: number;
+  label: string;
+  chunkId: number;
+  href: string;
+};
+
+export type SearchAnswerResponse = {
+  answer: string;
+  citations: SearchCitation[];
+  results: SearchResult[];
+};
+
 export type CompanyFinancialPoint = {
   filingDate: string;
   filingType: Filing['filing_type'];