Add search and RAG workspace flows

app/analysis/page.tsx

@@ -2,7 +2,7 @@
 
 import { useQueryClient } from '@tanstack/react-query';
 import Link from 'next/link';
-import { Suspense, useCallback, useEffect, useMemo, useState } from 'react';
+import { Suspense, useCallback, useEffect, useMemo, useRef, useState } from 'react';
 import { format } from 'date-fns';
 import {
   CartesianGrid,
@@ -169,10 +169,12 @@ function AnalysisPageContent() {
   const [journalLoading, setJournalLoading] = useState(true);
   const [journalForm, setJournalForm] = useState<JournalFormState>(EMPTY_JOURNAL_FORM);
   const [editingJournalId, setEditingJournalId] = useState<number | null>(null);
+  const [highlightedJournalId, setHighlightedJournalId] = useState<number | null>(null);
   const [loading, setLoading] = useState(true);
   const [error, setError] = useState<string | null>(null);
   const [financialPeriodFilter, setFinancialPeriodFilter] = useState<FinancialPeriodFilter>('quarterlyAndFiscalYearEnd');
   const [financialValueScale, setFinancialValueScale] = useState<NumberScaleUnit>('millions');
+  const journalEntryRefs = useRef(new Map<number, HTMLElement | null>());
 
   useEffect(() => {
     const normalized = normalizeTickerInput(searchParams.get('ticker'));
@@ -182,6 +184,8 @@ function AnalysisPageContent() {
 
     setTickerInput(normalized);
     setTicker(normalized);
+    const journalId = Number(searchParams.get('journalId'));
+    setHighlightedJournalId(Number.isInteger(journalId) && journalId > 0 ? journalId : null);
   }, [searchParams]);
 
   const loadAnalysis = useCallback(async (symbol: string) => {
@@ -231,6 +235,26 @@ function AnalysisPageContent() {
     }
   }, [isPending, isAuthenticated, loadAnalysis, loadJournal, ticker]);
 
+  useEffect(() => {
+    if (!highlightedJournalId) {
+      return;
+    }
+
+    const node = journalEntryRefs.current.get(highlightedJournalId);
+    if (!node) {
+      return;
+    }
+
+    node.scrollIntoView({ behavior: 'smooth', block: 'center' });
+    const timeoutId = window.setTimeout(() => {
+      setHighlightedJournalId((current) => (current === highlightedJournalId ? null : current));
+    }, 2200);
+
+    return () => {
+      window.clearTimeout(timeoutId);
+    };
+  }, [highlightedJournalId, journalEntries]);
+
   const priceSeries = useMemo(() => {
     return (analysis?.priceHistory ?? []).map((point) => ({
       ...point,
@@ -349,6 +373,14 @@ function AnalysisPageContent() {
       subtitle="Research a single ticker across pricing, 10-K/10-Q financials, qualitative filings, and generated AI reports."
       activeTicker={analysis?.company.ticker ?? ticker}
       actions={(
+        <>
+          <Link
+            href={`/search?ticker=${encodeURIComponent(activeTicker.trim().toUpperCase())}`}
+            className="inline-flex items-center justify-center gap-2 rounded-lg border border-[color:var(--line-weak)] px-3 py-2 text-sm text-[color:var(--accent)] transition hover:border-[color:var(--line-strong)] hover:text-[color:var(--accent-strong)]"
+          >
+            <Search className="size-4" />
+            Ask with RAG
+          </Link>
           <Button
             variant="secondary"
             onClick={() => {
@@ -364,11 +396,12 @@ function AnalysisPageContent() {
             <RefreshCcw className="size-4" />
             Refresh
           </Button>
+        </>
       )}
     >
       <Panel title="Search Company" subtitle="Enter a ticker symbol to load the latest analysis view.">
         <form
-          className="flex flex-wrap items-center gap-3"
+          className="flex flex-col items-stretch gap-3 sm:flex-row sm:flex-wrap sm:items-center"
           onSubmit={(event) => {
             event.preventDefault();
             const normalized = tickerInput.trim().toUpperCase();
@@ -383,9 +416,9 @@ function AnalysisPageContent() {
             aria-label="Analysis ticker"
             onChange={(event) => setTickerInput(event.target.value.toUpperCase())}
             placeholder="Ticker (AAPL)"
-            className="max-w-xs"
+            className="w-full sm:max-w-xs"
           />
-          <Button type="submit">
+          <Button type="submit" className="w-full sm:w-auto">
             <Search className="size-4" />
             Analyze
           </Button>
@@ -462,7 +495,7 @@ function AnalysisPageContent() {
         <Panel title="Coverage Workflow" subtitle="Coverage metadata shared with the Coverage page.">
           {analysis?.coverage ? (
             <div className="space-y-3 text-sm">
-              <div className="grid grid-cols-2 gap-3">
+              <div className="grid grid-cols-1 gap-3 sm:grid-cols-2">
                 <div className="rounded-md border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2">
                   <p className="text-xs uppercase tracking-[0.12em] text-[color:var(--terminal-muted)]">Status</p>
                   <p className="mt-1 text-[color:var(--terminal-bright)]">{analysis.coverage.status}</p>
@@ -560,7 +593,7 @@ function AnalysisPageContent() {
           ) : priceSeries.length === 0 ? (
             <p className="text-sm text-[color:var(--terminal-muted)]">No price history available.</p>
           ) : (
-            <div className="h-[320px]">
+            <div className="h-[260px] sm:h-[320px]">
               <ResponsiveContainer width="100%" height="100%">
                 <LineChart data={priceSeries}>
                   <CartesianGrid strokeDasharray="2 2" stroke={CHART_GRID} />
@@ -638,7 +671,38 @@ function AnalysisPageContent() {
           ) : filteredFinancialSeries.length === 0 ? (
             <p className="text-sm text-[color:var(--terminal-muted)]">No financial rows match the selected period filter.</p>
           ) : (
-            <div className="overflow-x-auto">
+            <div className="space-y-3">
+              <div className="space-y-3 lg:hidden">
+                {filteredFinancialSeries.map((point, index) => (
+                  <article key={`${point.filingDate}-${point.filingType}-${index}`} className="rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-4">
+                    <div className="flex flex-wrap items-start justify-between gap-2">
+                      <div>
+                        <p className="text-sm font-semibold text-[color:var(--terminal-bright)]">{formatLongDate(point.filingDate)}</p>
+                        <p className="text-xs text-[color:var(--terminal-muted)]">{point.filingType} · {point.periodLabel}</p>
+                      </div>
+                      <p className={`text-sm font-medium ${(point.netIncome ?? 0) >= 0 ? 'text-[#96f5bf]' : 'text-[#ff9f9f]'}`}>
+                        {asScaledFinancialCurrency(point.netIncome, financialValueScale)}
+                      </p>
+                    </div>
+                    <dl className="mt-3 grid grid-cols-1 gap-2 text-xs sm:grid-cols-3">
+                      <div className="rounded-md border border-[color:var(--line-weak)] px-2 py-1.5">
+                        <dt className="text-[color:var(--terminal-muted)]">Revenue</dt>
+                        <dd className="mt-1 text-sm text-[color:var(--terminal-bright)]">{asScaledFinancialCurrency(point.revenue, financialValueScale)}</dd>
+                      </div>
+                      <div className="rounded-md border border-[color:var(--line-weak)] px-2 py-1.5">
+                        <dt className="text-[color:var(--terminal-muted)]">Assets</dt>
+                        <dd className="mt-1 text-sm text-[color:var(--terminal-bright)]">{asScaledFinancialCurrency(point.assets, financialValueScale)}</dd>
+                      </div>
+                      <div className="rounded-md border border-[color:var(--line-weak)] px-2 py-1.5">
+                        <dt className="text-[color:var(--terminal-muted)]">Net Margin</dt>
+                        <dd className="mt-1 text-sm text-[color:var(--terminal-bright)]">{point.netMargin === null ? 'n/a' : formatPercent(point.netMargin)}</dd>
+                      </div>
+                    </dl>
+                  </article>
+                ))}
+              </div>
+
+              <div className="hidden overflow-x-auto lg:block">
                 <table className="data-table min-w-[820px]">
                   <thead>
                     <tr>
@@ -668,6 +732,7 @@ function AnalysisPageContent() {
                   </tbody>
                 </table>
               </div>
+            </div>
           )}
         </Panel>
       </div>
@@ -681,7 +746,40 @@ function AnalysisPageContent() {
         ) : periodEndFilings.length === 0 ? (
           <p className="text-sm text-[color:var(--terminal-muted)]">No 10-K or 10-Q filings available for this ticker.</p>
         ) : (
-          <div className="overflow-x-auto">
+          <div className="space-y-3">
+            <div className="space-y-3 lg:hidden">
+              {periodEndFilings.map((filing) => (
+                <article key={filing.accession_number} className="rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-4">
+                  <div className="flex flex-wrap items-start justify-between gap-2">
+                    <div>
+                      <p className="text-sm font-semibold text-[color:var(--terminal-bright)]">{format(new Date(filing.filing_date), 'MMM dd, yyyy')}</p>
+                      <p className="text-xs text-[color:var(--terminal-muted)]">{filing.filing_type} · {filing.filing_type === '10-Q' ? 'Quarter End' : 'Fiscal Year End'}</p>
+                    </div>
+                    {filing.filing_url ? (
+                      <a href={filing.filing_url} target="_blank" rel="noreferrer" className="text-xs text-[color:var(--accent)] hover:text-[color:var(--accent-strong)]">
+                        SEC filing
+                      </a>
+                    ) : null}
+                  </div>
+                  <dl className="mt-3 grid grid-cols-1 gap-2 text-xs sm:grid-cols-3">
+                    <div className="rounded-md border border-[color:var(--line-weak)] px-2 py-1.5">
+                      <dt className="text-[color:var(--terminal-muted)]">Revenue</dt>
+                      <dd className="mt-1 text-sm text-[color:var(--terminal-bright)]">{asScaledFinancialCurrency(filing.metrics?.revenue, financialValueScale)}</dd>
+                    </div>
+                    <div className="rounded-md border border-[color:var(--line-weak)] px-2 py-1.5">
+                      <dt className="text-[color:var(--terminal-muted)]">Net Income</dt>
+                      <dd className="mt-1 text-sm text-[color:var(--terminal-bright)]">{asScaledFinancialCurrency(filing.metrics?.netIncome, financialValueScale)}</dd>
+                    </div>
+                    <div className="rounded-md border border-[color:var(--line-weak)] px-2 py-1.5">
+                      <dt className="text-[color:var(--terminal-muted)]">Assets</dt>
+                      <dd className="mt-1 text-sm text-[color:var(--terminal-bright)]">{asScaledFinancialCurrency(filing.metrics?.totalAssets, financialValueScale)}</dd>
+                    </div>
+                  </dl>
+                </article>
+              ))}
+            </div>
+
+            <div className="hidden overflow-x-auto lg:block">
               <table className="data-table min-w-[860px]">
                 <thead>
                   <tr>
@@ -717,6 +815,7 @@ function AnalysisPageContent() {
                 </tbody>
               </table>
             </div>
+          </div>
         )}
       </Panel>
 
@@ -739,7 +838,7 @@ function AnalysisPageContent() {
                   <BrainCircuit className="size-4 text-[color:var(--accent)]" />
                 </div>
                 <p className="mt-3 line-clamp-6 whitespace-pre-wrap text-sm leading-6 text-[color:var(--terminal-bright)]">{report.summary}</p>
-                <div className="mt-4 flex items-center justify-between gap-2">
+                <div className="mt-4 flex flex-col items-start justify-between gap-2 sm:flex-row sm:items-center">
                   <p className="text-xs text-[color:var(--terminal-muted)]">{report.accessionNumber}</p>
                   <Link
                     href={`/analysis/reports/${analysis.company.ticker}/${encodeURIComponent(report.accessionNumber)}`}
@@ -792,12 +891,12 @@ function AnalysisPageContent() {
               />
             </div>
             <div className="flex flex-wrap gap-2">
-              <Button type="submit">
+              <Button type="submit" className="w-full sm:w-auto">
                 <NotebookPen className="size-4" />
                 {editingJournalId === null ? 'Save note' : 'Update note'}
               </Button>
               {editingJournalId !== null ? (
-                <Button type="button" variant="ghost" onClick={resetJournalForm}>
+                <Button type="button" variant="ghost" className="w-full sm:w-auto" onClick={resetJournalForm}>
                   Cancel edit
                 </Button>
               ) : null}
@@ -816,7 +915,17 @@ function AnalysisPageContent() {
                 const canEdit = entry.entry_type !== 'status_change';
 
                 return (
-                  <article key={entry.id} className="rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-4">
+                  <article
+                    key={entry.id}
+                    ref={(node) => {
+                      journalEntryRefs.current.set(entry.id, node);
+                    }}
+                    className={`rounded-xl border bg-[color:var(--panel-soft)] p-4 transition ${
+                      highlightedJournalId === entry.id
+                        ? 'border-[color:var(--line-strong)] shadow-[0_0_0_1px_rgba(0,255,180,0.14),0_0_28px_rgba(0,255,180,0.16)]'
+                        : 'border-[color:var(--line-weak)]'
+                    }`}
+                  >
                     <div className="flex flex-wrap items-start justify-between gap-3">
                       <div>
                         <p className="text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">

app/filings/page.tsx

@@ -250,6 +250,14 @@ function FilingsPageContent() {
       subtitle="Sync SEC submissions, keep 10-K/10-Q financial snapshots, and analyze qualitative signals from other forms."
       activeTicker={searchTicker || null}
       actions={(
+        <>
+          <Link
+            href={`/search${searchTicker ? `?ticker=${encodeURIComponent(searchTicker)}` : ''}`}
+            className="inline-flex items-center justify-center gap-2 rounded-lg border border-[color:var(--line-weak)] px-3 py-2 text-sm text-[color:var(--accent)] transition hover:border-[color:var(--line-strong)] hover:text-[color:var(--accent-strong)]"
+          >
+            <Search className="size-4" />
+            Ask with RAG
+          </Link>
           <Button
             variant="secondary"
             className="w-full sm:w-auto"
@@ -261,6 +269,7 @@ function FilingsPageContent() {
             <TimerReset className="size-4" />
             Refresh table
           </Button>
+        </>
       )}
     >
       <div className="grid grid-cols-1 gap-5 lg:grid-cols-[1.2fr_1fr]">
@@ -334,7 +343,7 @@ function FilingsPageContent() {
         title="Filing Ledger"
         subtitle={`${filings.length} records loaded${searchTicker ? ` for ${searchTicker}` : ''}. Values shown in ${selectedFinancialScaleLabel}.`}
         actions={(
-          <div className="flex flex-wrap justify-end gap-2">
+          <div className="flex w-full flex-wrap justify-start gap-2 sm:justify-end">
             {FINANCIAL_VALUE_SCALE_OPTIONS.map((option) => (
               <Button
                 key={option.value}

app/financials/page.tsx

@@ -609,7 +609,7 @@ function FinancialsPageContent() {
     >
       <Panel title="Company Selector" subtitle="Load one ticker across statements, ratios, and KPI time series.">
         <form
-          className="flex flex-wrap items-center gap-3"
+          className="flex flex-col items-stretch gap-3 sm:flex-row sm:flex-wrap sm:items-center"
           onSubmit={(event) => {
             event.preventDefault();
             const normalized = tickerInput.trim().toUpperCase();
@@ -623,9 +623,9 @@ function FinancialsPageContent() {
             value={tickerInput}
             onChange={(event) => setTickerInput(event.target.value.toUpperCase())}
             placeholder="Ticker (AAPL)"
-            className="max-w-xs"
+            className="w-full sm:max-w-xs"
           />
-          <Button type="submit">
+          <Button type="submit" className="w-full sm:w-auto">
             <Search className="size-4" />
             Load Financials
           </Button>
@@ -656,12 +656,12 @@ function FinancialsPageContent() {
       />
 
       <Panel title="Search & Filters" subtitle="Filter rows without mutating the source data.">
-        <div className="flex flex-wrap items-center gap-3">
+        <div className="flex flex-col items-stretch gap-3 sm:flex-row sm:flex-wrap sm:items-center">
           <Input
             value={rowSearch}
             onChange={(event) => setRowSearch(event.target.value)}
             placeholder="Search rows by label"
-            className="max-w-sm"
+            className="w-full sm:max-w-sm"
           />
           <span className="text-sm text-[color:var(--terminal-muted)]">
             {filteredRows.length} of {activeRows.length} rows

app/globals.css

@@ -29,6 +29,10 @@ body {
   padding: 0;
 }
 
+html {
+  -webkit-text-size-adjust: 100%;
+}
+
 [data-sonner-toaster] {
   --normal-bg: rgba(7, 22, 31, 0.96);
   --normal-text: #e8fff8;
@@ -48,6 +52,7 @@ body {
 
 body {
   min-height: 100vh;
+  overflow-x: hidden;
   font-family: var(--font-display), sans-serif;
   color: var(--terminal-bright);
   background:
@@ -92,6 +97,14 @@ body {
   letter-spacing: 0.08em;
 }
 
+a,
+button,
+input,
+select,
+textarea {
+  touch-action: manipulation;
+}
+
 .data-table {
   width: 100%;
   border-collapse: collapse;
@@ -140,3 +153,18 @@ body {
     background-size: 26px 26px;
   }
 }
+
+@media (max-width: 640px) {
+  body {
+    background:
+      radial-gradient(circle at 24% -4%, rgba(126, 217, 255, 0.2), transparent 36%),
+      radial-gradient(circle at 82% 2%, rgba(104, 255, 213, 0.16), transparent 30%),
+      linear-gradient(155deg, var(--bg-0), var(--bg-1) 54%, var(--bg-2));
+  }
+
+  .data-table th,
+  .data-table td {
+    padding: 0.65rem 0.55rem;
+    font-size: 0.8125rem;
+  }
+}

app/layout.tsx

@@ -1,5 +1,5 @@
 import './globals.css';
-import type { Metadata } from 'next';
+import type { Metadata, Viewport } from 'next';
 import { QueryProvider } from '@/components/providers/query-provider';
 
 export const metadata: Metadata = {
@@ -7,6 +7,13 @@ export const metadata: Metadata = {
   description: 'Futuristic fiscal intelligence terminal with durable tasks and AI SDK integration.'
 };
 
+export const viewport: Viewport = {
+  width: 'device-width',
+  initialScale: 1,
+  viewportFit: 'cover',
+  themeColor: '#05080d'
+};
+
 export default function RootLayout({ children }: { children: React.ReactNode }) {
   return (
     <html lang="en">

app/portfolio/page.tsx

@@ -179,16 +179,16 @@ export default function PortfolioPage() {
       title="Portfolio"
       subtitle="Position management, market valuation, and AI generated portfolio commentary."
       actions={(
-        <>
+        <div className="flex w-full flex-col gap-2 sm:w-auto sm:flex-row sm:flex-wrap sm:justify-end">
-          <Button variant="secondary" onClick={() => void queueRefresh()}>
+          <Button variant="secondary" className="w-full sm:w-auto" onClick={() => void queueRefresh()}>
             <RefreshCcw className="size-4" />
             Queue price refresh
           </Button>
-          <Button onClick={() => void queueInsights()}>
+          <Button className="w-full sm:w-auto" onClick={() => void queueInsights()}>
             <BrainCircuit className="size-4" />
             Generate AI brief
           </Button>
-        </>
+        </div>
       )}
     >
       {error ? (
@@ -219,7 +219,7 @@ export default function PortfolioPage() {
           {loading ? (
             <p className="text-sm text-[color:var(--terminal-muted)]">Loading chart...</p>
           ) : allocationData.length > 0 ? (
-            <div className="h-[300px]">
+            <div className="h-[260px] sm:h-[300px]">
               <ResponsiveContainer width="100%" height="100%">
                 <PieChart>
                   <Pie data={allocationData} dataKey="value" nameKey="name" innerRadius={56} outerRadius={104} paddingAngle={2}>
@@ -255,7 +255,7 @@ export default function PortfolioPage() {
           {loading ? (
             <p className="text-sm text-[color:var(--terminal-muted)]">Loading chart...</p>
           ) : performanceData.length > 0 ? (
-            <div className="h-[300px]">
+            <div className="h-[260px] sm:h-[300px]">
               <ResponsiveContainer width="100%" height="100%">
                 <BarChart data={performanceData}>
                   <CartesianGrid strokeDasharray="2 2" stroke={CHART_GRID} />
@@ -302,7 +302,114 @@ export default function PortfolioPage() {
           ) : holdings.length === 0 ? (
             <p className="text-sm text-[color:var(--terminal-muted)]">No holdings added yet.</p>
           ) : (
-            <div className="max-w-full overflow-x-auto">
+            <div className="space-y-3">
+              <div className="space-y-3 lg:hidden">
+                {holdings.map((holding) => (
+                  <article key={holding.id} className="rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-4">
+                    <div className="flex flex-wrap items-start justify-between gap-3">
+                      <div>
+                        <p className="text-sm font-semibold text-[color:var(--terminal-bright)]">{holding.ticker}</p>
+                        <p className="mt-1 text-sm text-[color:var(--terminal-muted)]">{holding.company_name ?? 'Company name unavailable'}</p>
+                      </div>
+                      <p className={`text-sm font-medium ${asNumber(holding.gain_loss) >= 0 ? 'text-[#96f5bf]' : 'text-[#ff9898]'}`}>
+                        {formatCurrency(holding.gain_loss)}
+                      </p>
+                    </div>
+
+                    <dl className="mt-3 grid grid-cols-2 gap-2 text-xs">
+                      <div className="rounded-md border border-[color:var(--line-weak)] px-2 py-1.5">
+                        <dt className="text-[color:var(--terminal-muted)]">Shares</dt>
+                        <dd className="mt-1 text-sm text-[color:var(--terminal-bright)]">{asNumber(holding.shares).toLocaleString()}</dd>
+                      </div>
+                      <div className="rounded-md border border-[color:var(--line-weak)] px-2 py-1.5">
+                        <dt className="text-[color:var(--terminal-muted)]">Avg Cost</dt>
+                        <dd className="mt-1 text-sm text-[color:var(--terminal-bright)]">{formatCurrency(holding.avg_cost)}</dd>
+                      </div>
+                      <div className="rounded-md border border-[color:var(--line-weak)] px-2 py-1.5">
+                        <dt className="text-[color:var(--terminal-muted)]">Price</dt>
+                        <dd className="mt-1 text-sm text-[color:var(--terminal-bright)]">{holding.current_price ? formatCurrency(holding.current_price) : 'n/a'}</dd>
+                      </div>
+                      <div className="rounded-md border border-[color:var(--line-weak)] px-2 py-1.5">
+                        <dt className="text-[color:var(--terminal-muted)]">Value</dt>
+                        <dd className="mt-1 text-sm text-[color:var(--terminal-bright)]">{formatCurrency(holding.market_value)}</dd>
+                      </div>
+                    </dl>
+
+                    <p className={`mt-3 text-xs ${asNumber(holding.gain_loss) >= 0 ? 'text-[#96f5bf]' : 'text-[#ff9898]'}`}>
+                      Return {formatPercent(holding.gain_loss_pct)}
+                    </p>
+
+                    <div className="mt-3 flex flex-wrap gap-2">
+                      <Link
+                        href={`/analysis?ticker=${holding.ticker}`}
+                        onMouseEnter={() => prefetchResearchTicker(holding.ticker)}
+                        onFocus={() => prefetchResearchTicker(holding.ticker)}
+                        className="inline-flex items-center rounded-md border border-[color:var(--line-weak)] px-2 py-1 text-xs text-[color:var(--accent)] transition hover:border-[color:var(--line-strong)] hover:text-[color:var(--accent-strong)]"
+                      >
+                        Analysis
+                      </Link>
+                      <Link
+                        href={`/financials?ticker=${holding.ticker}`}
+                        onMouseEnter={() => prefetchResearchTicker(holding.ticker)}
+                        onFocus={() => prefetchResearchTicker(holding.ticker)}
+                        className="inline-flex items-center rounded-md border border-[color:var(--line-weak)] px-2 py-1 text-xs text-[color:var(--accent)] transition hover:border-[color:var(--line-strong)] hover:text-[color:var(--accent-strong)]"
+                      >
+                        Financials
+                      </Link>
+                      <Link
+                        href={`/filings?ticker=${holding.ticker}`}
+                        onMouseEnter={() => prefetchResearchTicker(holding.ticker)}
+                        onFocus={() => prefetchResearchTicker(holding.ticker)}
+                        className="inline-flex items-center rounded-md border border-[color:var(--line-weak)] px-2 py-1 text-xs text-[color:var(--accent)] transition hover:border-[color:var(--line-strong)] hover:text-[color:var(--accent-strong)]"
+                      >
+                        Filings
+                      </Link>
+                    </div>
+
+                    <div className="mt-3 grid grid-cols-1 gap-2 sm:grid-cols-2">
+                      <Button
+                        variant="ghost"
+                        className="px-2 py-1 text-xs"
+                        onClick={() => {
+                          setEditingHoldingId(holding.id);
+                          setForm({
+                            ticker: holding.ticker,
+                            companyName: holding.company_name ?? '',
+                            shares: String(asNumber(holding.shares)),
+                            avgCost: String(asNumber(holding.avg_cost)),
+                            currentPrice: holding.current_price ? String(asNumber(holding.current_price)) : ''
+                          });
+                        }}
+                      >
+                        <SquarePen className="size-3" />
+                        Edit
+                      </Button>
+                      <Button
+                        variant="danger"
+                        className="px-2 py-1 text-xs"
+                        onClick={async () => {
+                          try {
+                            await deleteHolding(holding.id);
+                            void queryClient.invalidateQueries({ queryKey: queryKeys.holdings() });
+                            void queryClient.invalidateQueries({ queryKey: queryKeys.portfolioSummary() });
+                            await loadPortfolio();
+                            if (editingHoldingId === holding.id) {
+                              resetHoldingForm();
+                            }
+                          } catch (err) {
+                            setError(err instanceof Error ? err.message : 'Failed to delete holding');
+                          }
+                        }}
+                      >
+                        <Trash2 className="size-3" />
+                        Delete
+                      </Button>
+                    </div>
+                  </article>
+                ))}
+              </div>
+
+              <div className="hidden max-w-full overflow-x-auto lg:block">
                 <table className="data-table min-w-[1020px]">
                   <thead>
                     <tr>
@@ -403,6 +510,7 @@ export default function PortfolioPage() {
                   </tbody>
                 </table>
               </div>
+            </div>
           )}
         </Panel>
 
@@ -440,12 +548,12 @@ export default function PortfolioPage() {
               <Input aria-label="Holding current price" type="number" step="0.0001" min="0" value={form.currentPrice} onChange={(event) => setForm((prev) => ({ ...prev, currentPrice: event.target.value }))} />
             </div>
             <div className="flex flex-wrap gap-2">
-              <Button type="submit" className="flex-1">
+              <Button type="submit" className="w-full sm:flex-1">
                 <Plus className="size-4" />
                 {editingHoldingId === null ? 'Save holding' : 'Update holding'}
               </Button>
               {editingHoldingId !== null ? (
-                <Button type="button" variant="ghost" onClick={resetHoldingForm}>
+                <Button type="button" variant="ghost" className="w-full sm:w-auto" onClick={resetHoldingForm}>
                   Cancel
                 </Button>
               ) : null}

app/search/page.tsx

@@ -0,0 +1,268 @@
+'use client';
+
+import Link from 'next/link';
+import { Suspense, useEffect, useMemo, useState, useTransition } from 'react';
+import { useSearchParams } from 'next/navigation';
+import { useQueryClient } from '@tanstack/react-query';
+import { BrainCircuit, ExternalLink, Search as SearchIcon } from 'lucide-react';
+import { AppShell } from '@/components/shell/app-shell';
+import { Button } from '@/components/ui/button';
+import { Input } from '@/components/ui/input';
+import { Panel } from '@/components/ui/panel';
+import { useAuthGuard } from '@/hooks/use-auth-guard';
+import { getSearchAnswer } from '@/lib/api';
+import { searchQueryOptions } from '@/lib/query/options';
+import type { SearchAnswerResponse, SearchResult, SearchSource } from '@/lib/types';
+
+const SOURCE_OPTIONS: Array<{ value: SearchSource; label: string }> = [
+  { value: 'documents', label: 'Documents' },
+  { value: 'filings', label: 'Filing briefs' },
+  { value: 'research', label: 'Research notes' }
+];
+
+function parseSourceParams(value: string | null) {
+  if (!value) {
+    return ['documents', 'filings', 'research'] as SearchSource[];
+  }
+
+  const normalized = value
+    .split(',')
+    .map((entry) => entry.trim().toLowerCase())
+    .filter((entry): entry is SearchSource => entry === 'documents' || entry === 'filings' || entry === 'research');
+
+  return normalized.length > 0 ? [...new Set(normalized)] : ['documents', 'filings', 'research'] as SearchSource[];
+}
+
+export default function SearchPage() {
+  return (
+    <Suspense fallback={<div className="flex min-h-screen items-center justify-center text-sm text-[color:var(--terminal-muted)]">Loading search desk...</div>}>
+      <SearchPageContent />
+    </Suspense>
+  );
+}
+
+function SearchPageContent() {
+  const { isPending, isAuthenticated } = useAuthGuard();
+  const searchParams = useSearchParams();
+  const queryClient = useQueryClient();
+
+  const initialQuery = searchParams.get('q')?.trim() ?? '';
+  const initialTicker = searchParams.get('ticker')?.trim().toUpperCase() ?? '';
+  const initialSources = useMemo(() => parseSourceParams(searchParams.get('sources')), [searchParams]);
+
+  const [queryInput, setQueryInput] = useState(initialQuery);
+  const [query, setQuery] = useState(initialQuery);
+  const [tickerInput, setTickerInput] = useState(initialTicker);
+  const [ticker, setTicker] = useState(initialTicker);
+  const [sources, setSources] = useState<SearchSource[]>(initialSources);
+  const [results, setResults] = useState<SearchResult[]>([]);
+  const [answer, setAnswer] = useState<SearchAnswerResponse | null>(null);
+  const [loading, setLoading] = useState(false);
+  const [answerLoading, startAnswerTransition] = useTransition();
+  const [error, setError] = useState<string | null>(null);
+
+  useEffect(() => {
+    setQueryInput(initialQuery);
+    setQuery(initialQuery);
+    setTickerInput(initialTicker);
+    setTicker(initialTicker);
+    setSources(initialSources);
+  }, [initialQuery, initialTicker, initialSources]);
+
+  useEffect(() => {
+    if (!query.trim() || !isAuthenticated) {
+      setResults([]);
+      return;
+    }
+
+    let cancelled = false;
+    setLoading(true);
+    setError(null);
+
+    queryClient.fetchQuery(searchQueryOptions({
+      query,
+      ticker: ticker || undefined,
+      sources,
+      limit: 10
+    })).then((response) => {
+      if (!cancelled) {
+        setResults(response.results);
+      }
+    }).catch((err) => {
+      if (!cancelled) {
+        setError(err instanceof Error ? err.message : 'Unable to search indexed sources');
+        setResults([]);
+      }
+    }).finally(() => {
+      if (!cancelled) {
+        setLoading(false);
+      }
+    });
+
+    return () => {
+      cancelled = true;
+    };
+  }, [isAuthenticated, query, queryClient, sources, ticker]);
+
+  if (isPending || !isAuthenticated) {
+    return <div className="flex min-h-screen items-center justify-center text-sm text-[color:var(--terminal-muted)]">Loading search desk...</div>;
+  }
+
+  const runAnswer = () => {
+    if (!query.trim()) {
+      return;
+    }
+
+    startAnswerTransition(() => {
+      setError(null);
+      getSearchAnswer({
+        query,
+        ticker: ticker || undefined,
+        sources,
+        limit: 10
+      }).then((response) => {
+        setAnswer(response);
+      }).catch((err) => {
+        setError(err instanceof Error ? err.message : 'Unable to generate cited answer');
+        setAnswer(null);
+      });
+    });
+  };
+
+  return (
+    <AppShell
+      title="Search"
+      subtitle="Hybrid semantic + lexical retrieval across primary filings, filing briefs, and private research notes."
+      activeTicker={ticker || null}
+    >
+      <div className="grid grid-cols-1 gap-6 xl:grid-cols-[1.2fr_0.8fr]">
+        <Panel title="Search Query" subtitle="Run semantic search with an optional ticker filter and source selection.">
+          <form
+            className="space-y-3"
+            onSubmit={(event) => {
+              event.preventDefault();
+              setQuery(queryInput.trim());
+              setTicker(tickerInput.trim().toUpperCase());
+              setAnswer(null);
+            }}
+          >
+            <Input
+              value={queryInput}
+              onChange={(event) => setQueryInput(event.target.value)}
+              placeholder="Ask about margin drivers, segment commentary, risks, or your notes..."
+            />
+            <div className="flex flex-col gap-3 sm:flex-row">
+              <Input
+                value={tickerInput}
+                onChange={(event) => setTickerInput(event.target.value.toUpperCase())}
+                placeholder="Ticker filter (optional)"
+                className="sm:max-w-xs"
+              />
+              <div className="flex flex-wrap gap-2">
+                {SOURCE_OPTIONS.map((option) => {
+                  const selected = sources.includes(option.value);
+                  return (
+                    <Button
+                      key={option.value}
+                      type="button"
+                      variant={selected ? 'primary' : 'ghost'}
+                      className="px-2 py-1 text-xs"
+                      onClick={() => {
+                        setSources((current) => {
+                          if (selected && current.length > 1) {
+                            return current.filter((entry) => entry !== option.value);
+                          }
+
+                          return selected ? current : [...current, option.value];
+                        });
+                      }}
+                    >
+                      {option.label}
+                    </Button>
+                  );
+                })}
+              </div>
+            </div>
+            <div className="flex flex-wrap gap-2">
+              <Button type="submit" className="w-full sm:w-auto">
+                <SearchIcon className="size-4" />
+                Search
+              </Button>
+              <Button type="button" variant="secondary" className="w-full sm:w-auto" onClick={runAnswer} disabled={!query.trim() || answerLoading}>
+                <BrainCircuit className="size-4" />
+                {answerLoading ? 'Answering...' : 'Cited answer'}
+              </Button>
+            </div>
+          </form>
+        </Panel>
+
+        <Panel title="Cited Answer" subtitle="Single-turn answer grounded only in retrieved evidence.">
+          {answer ? (
+            <div className="space-y-3">
+              <p className="whitespace-pre-wrap text-sm leading-7 text-[color:var(--terminal-bright)]">{answer.answer}</p>
+              {answer.citations.length > 0 ? (
+                <div className="space-y-2">
+                  {answer.citations.map((citation) => (
+                    <Link
+                      key={`${citation.chunkId}-${citation.index}`}
+                      href={citation.href}
+                      className="flex items-center justify-between rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)] transition hover:border-[color:var(--line-strong)]"
+                    >
+                      <span>[{citation.index}] {citation.label}</span>
+                      <ExternalLink className="size-3.5 text-[color:var(--accent)]" />
+                    </Link>
+                  ))}
+                </div>
+              ) : (
+                <p className="text-sm text-[color:var(--terminal-muted)]">No supporting citations were strong enough to answer.</p>
+              )}
+            </div>
+          ) : (
+            <p className="text-sm text-[color:var(--terminal-muted)]">Ask a question to synthesize the top retrieved passages into a cited answer.</p>
+          )}
+        </Panel>
+      </div>
+
+      <Panel
+        title="Semantic Search"
+        subtitle={query ? `${results.length} results${ticker ? ` for ${ticker}` : ''}.` : 'Search results will appear here.'}
+      >
+        {error ? <p className="text-sm text-[#ffb5b5]">{error}</p> : null}
+        {loading ? (
+          <p className="text-sm text-[color:var(--terminal-muted)]">Searching indexed sources...</p>
+        ) : !query ? (
+          <p className="text-sm text-[color:var(--terminal-muted)]">Enter a question or topic to search the local RAG index.</p>
+        ) : results.length === 0 ? (
+          <p className="text-sm text-[color:var(--terminal-muted)]">No indexed evidence matched this query.</p>
+        ) : (
+          <div className="space-y-3">
+            {results.map((result) => (
+              <article key={result.chunkId} className="rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-4">
+                <div className="flex flex-wrap items-start justify-between gap-3">
+                  <div>
+                    <p className="text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">
+                      {result.source} {result.ticker ? `· ${result.ticker}` : ''} {result.filingDate ? `· ${result.filingDate}` : ''}
+                    </p>
+                    <h3 className="mt-1 text-sm font-semibold text-[color:var(--terminal-bright)]">{result.title ?? result.citationLabel}</h3>
+                    <p className="mt-1 text-xs text-[color:var(--accent)]">{result.citationLabel}</p>
+                  </div>
+                  <Link
+                    href={result.href}
+                    className="inline-flex items-center gap-1 rounded-md border border-[color:var(--line-weak)] px-2 py-1 text-xs text-[color:var(--accent)] transition hover:border-[color:var(--line-strong)] hover:text-[color:var(--accent-strong)]"
+                  >
+                    Open source
+                    <ExternalLink className="size-3" />
+                  </Link>
+                </div>
+                {result.headingPath ? (
+                  <p className="mt-3 text-xs uppercase tracking-[0.12em] text-[color:var(--terminal-muted)]">{result.headingPath}</p>
+                ) : null}
+                <p className="mt-3 text-sm leading-6 text-[color:var(--terminal-bright)]">{result.snippet}</p>
+              </article>
+            ))}
+          </div>
+        )}
+      </Panel>
+    </AppShell>
+  );
+}

app/watchlist/page.tsx

@@ -58,7 +58,7 @@ const EMPTY_FORM: FormState = {
   tags: ''
 };
 
-const SELECT_CLASS_NAME = 'w-full rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)] outline-none transition focus:border-[color:var(--line-strong)] focus:shadow-[0_0_0_3px_rgba(0,255,180,0.14)]';
+const SELECT_CLASS_NAME = 'min-h-11 w-full rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)] outline-none transition focus:border-[color:var(--line-strong)] focus:shadow-[0_0_0_3px_rgba(0,255,180,0.14)]';
 
 function parseTagsInput(input: string) {
   const unique = new Set<string>();
@@ -281,10 +281,11 @@ export default function WatchlistPage() {
                 aria-label="Search coverage"
                 onChange={(event) => setSearch(event.target.value)}
                 placeholder="Search ticker, company, tag, sector..."
-                className="min-w-[18rem]"
+                className="w-full sm:min-w-[18rem]"
               />
               <Button
                 variant="secondary"
+                className="w-full sm:w-auto"
                 onClick={() => {
                   void queryClient.invalidateQueries({ queryKey: queryKeys.watchlist() });
                   void loadCoverage();
@@ -302,7 +303,156 @@ export default function WatchlistPage() {
           ) : filteredItems.length === 0 ? (
             <p className="text-sm text-[color:var(--terminal-muted)]">No coverage items match the current search.</p>
           ) : (
-            <div className="overflow-x-auto">
+            <div className="space-y-3">
+              <div className="space-y-3 lg:hidden">
+                {filteredItems.map((item) => (
+                  <article key={item.id} className="rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-4">
+                    <div className="flex flex-wrap items-start justify-between gap-3">
+                      <div>
+                        <div className="font-medium text-[color:var(--terminal-bright)]">{item.ticker}</div>
+                        <div className="text-sm text-[color:var(--terminal-bright)]">{item.company_name}</div>
+                        <div className="text-xs text-[color:var(--terminal-muted)]">
+                          {item.sector ?? 'Unclassified'}
+                          {item.category ? ` · ${item.category}` : ''}
+                        </div>
+                      </div>
+                      <div className="text-right text-xs text-[color:var(--terminal-muted)]">
+                        <p>Last filing</p>
+                        <p className="mt-1 text-[color:var(--terminal-bright)]">{formatDateOnly(item.latest_filing_date)}</p>
+                      </div>
+                    </div>
+
+                    <div className="mt-3 grid grid-cols-1 gap-3 sm:grid-cols-2">
+                      <div>
+                        <label className="mb-1 block text-[10px] uppercase tracking-[0.12em] text-[color:var(--terminal-muted)]">Status</label>
+                        <select
+                          aria-label={`${item.ticker} status`}
+                          className={SELECT_CLASS_NAME}
+                          value={item.status}
+                          onChange={(event) => {
+                            void updateCoverageInline(item, {
+                              status: event.target.value as CoverageStatus
+                            });
+                          }}
+                        >
+                          {STATUS_OPTIONS.map((option) => (
+                            <option key={option.value} value={option.value}>
+                              {option.label}
+                            </option>
+                          ))}
+                        </select>
+                      </div>
+                      <div>
+                        <label className="mb-1 block text-[10px] uppercase tracking-[0.12em] text-[color:var(--terminal-muted)]">Priority</label>
+                        <select
+                          aria-label={`${item.ticker} priority`}
+                          className={SELECT_CLASS_NAME}
+                          value={item.priority}
+                          onChange={(event) => {
+                            void updateCoverageInline(item, {
+                              priority: event.target.value as CoveragePriority
+                            });
+                          }}
+                        >
+                          {PRIORITY_OPTIONS.map((option) => (
+                            <option key={option.value} value={option.value}>
+                              {option.label}
+                            </option>
+                          ))}
+                        </select>
+                      </div>
+                    </div>
+
+                    <div className="mt-3 flex flex-wrap gap-1">
+                      {item.tags.length > 0 ? item.tags.map((tag) => (
+                        <span
+                          key={`${item.id}-${tag}`}
+                          className="rounded border border-[color:var(--line-weak)] bg-[color:var(--panel)] px-1.5 py-0.5 text-[10px] uppercase tracking-[0.12em] text-[color:var(--terminal-muted)]"
+                        >
+                          {tag}
+                        </span>
+                      )) : <span className="text-xs text-[color:var(--terminal-muted)]">No tags</span>}
+                    </div>
+
+                    <p className="mt-3 text-xs text-[color:var(--terminal-muted)]">Last reviewed: {formatDateTime(item.last_reviewed_at)}</p>
+
+                    <div className="mt-3 flex flex-wrap items-center gap-2">
+                      <Link
+                        href={`/analysis?ticker=${item.ticker}`}
+                        onMouseEnter={() => prefetchResearchTicker(item.ticker)}
+                        onFocus={() => prefetchResearchTicker(item.ticker)}
+                        className="inline-flex items-center gap-1 rounded-md border border-[color:var(--line-weak)] px-2 py-1 text-xs text-[color:var(--accent)] transition hover:border-[color:var(--line-strong)] hover:text-[color:var(--accent-strong)]"
+                      >
+                        Analyze
+                        <ArrowRight className="size-3" />
+                      </Link>
+                      <Link
+                        href={`/financials?ticker=${item.ticker}`}
+                        onMouseEnter={() => prefetchResearchTicker(item.ticker)}
+                        onFocus={() => prefetchResearchTicker(item.ticker)}
+                        className="inline-flex items-center gap-1 rounded-md border border-[color:var(--line-weak)] px-2 py-1 text-xs text-[color:var(--accent)] transition hover:border-[color:var(--line-strong)] hover:text-[color:var(--accent-strong)]"
+                      >
+                        Financials
+                      </Link>
+                      <Link
+                        href={`/filings?ticker=${item.ticker}`}
+                        onMouseEnter={() => prefetchResearchTicker(item.ticker)}
+                        onFocus={() => prefetchResearchTicker(item.ticker)}
+                        className="inline-flex items-center gap-1 rounded-md border border-[color:var(--line-weak)] px-2 py-1 text-xs text-[color:var(--accent)] transition hover:border-[color:var(--line-strong)] hover:text-[color:var(--accent-strong)]"
+                      >
+                        Filings
+                      </Link>
+                    </div>
+
+                    <div className="mt-3 grid grid-cols-2 gap-2">
+                      <Button variant="secondary" className="px-2 py-1 text-xs" onClick={() => void queueSync(item)}>
+                        Sync
+                      </Button>
+                      <Button
+                        variant="ghost"
+                        className="px-2 py-1 text-xs"
+                        onClick={() => {
+                          void updateCoverageInline(item, {
+                            lastReviewedAt: new Date().toISOString()
+                          });
+                        }}
+                      >
+                        <CalendarClock className="size-3" />
+                        Review
+                      </Button>
+                      <Button
+                        variant="ghost"
+                        className="px-2 py-1 text-xs"
+                        onClick={() => beginEdit(item)}
+                      >
+                        <SquarePen className="size-3" />
+                        Edit
+                      </Button>
+                      <Button
+                        variant="danger"
+                        className="px-2 py-1 text-xs"
+                        onClick={async () => {
+                          try {
+                            await deleteWatchlistItem(item.id);
+                            invalidateCoverageQueries(item.ticker);
+                            await loadCoverage();
+                            if (editingItemId === item.id) {
+                              resetForm();
+                            }
+                          } catch (err) {
+                            setError(err instanceof Error ? err.message : `Failed to remove ${item.ticker}`);
+                          }
+                        }}
+                      >
+                        <Trash2 className="size-3" />
+                        Remove
+                      </Button>
+                    </div>
+                  </article>
+                ))}
+              </div>
+
+              <div className="hidden overflow-x-auto lg:block">
                 <table className="data-table min-w-[1120px]">
                   <thead>
                     <tr>
@@ -456,6 +606,7 @@ export default function WatchlistPage() {
                   </tbody>
                 </table>
               </div>
+            </div>
           )}
         </Panel>
 
@@ -542,12 +693,12 @@ export default function WatchlistPage() {
               />
             </div>
             <div className="flex flex-wrap gap-2">
-              <Button type="submit" className="flex-1" disabled={saving}>
+              <Button type="submit" className="w-full sm:flex-1" disabled={saving}>
                 <Plus className="size-4" />
                 {saving ? 'Saving...' : editingItemId === null ? 'Save coverage' : 'Update coverage'}
               </Button>
               {editingItemId !== null ? (
-                <Button type="button" variant="ghost" onClick={resetForm}>
+                <Button type="button" variant="ghost" className="w-full sm:w-auto" onClick={resetForm}>
                   Clear
                 </Button>
               ) : null}

bun.lock

@@ -23,6 +23,7 @@
         "react-dom": "^19.2.4",
         "recharts": "^3.7.0",
         "sonner": "^2.0.7",
+        "sqlite-vec": "^0.1.7-alpha.2",
         "workflow": "^4.1.0-beta.60",
         "zhipu-ai-provider": "^0.2.2",
       },
@@ -1427,6 +1428,18 @@
 
     "split2": ["split2@4.2.0", "", {}, "sha512-UcjcJOWknrNkF6PLX83qcHM6KHgVKNkV62Y8a5uYDVv9ydGQVwAHMKqHdJje1VTWpljG0WYpCDhrCdAOYH4TWg=="],
 
+    "sqlite-vec": ["sqlite-vec@0.1.7-alpha.2", "", { "optionalDependencies": { "sqlite-vec-darwin-arm64": "0.1.7-alpha.2", "sqlite-vec-darwin-x64": "0.1.7-alpha.2", "sqlite-vec-linux-arm64": "0.1.7-alpha.2", "sqlite-vec-linux-x64": "0.1.7-alpha.2", "sqlite-vec-windows-x64": "0.1.7-alpha.2" } }, "sha512-rNgRCv+4V4Ed3yc33Qr+nNmjhtrMnnHzXfLVPeGb28Dx5mmDL3Ngw/Wk8vhCGjj76+oC6gnkmMG8y73BZWGBwQ=="],
+
+    "sqlite-vec-darwin-arm64": ["sqlite-vec-darwin-arm64@0.1.7-alpha.2", "", { "os": "darwin", "cpu": "arm64" }, "sha512-raIATOqFYkeCHhb/t3r7W7Cf2lVYdf4J3ogJ6GFc8PQEgHCPEsi+bYnm2JT84MzLfTlSTIdxr4/NKv+zF7oLPw=="],
+
+    "sqlite-vec-darwin-x64": ["sqlite-vec-darwin-x64@0.1.7-alpha.2", "", { "os": "darwin", "cpu": "x64" }, "sha512-jeZEELsQjjRsVojsvU5iKxOvkaVuE+JYC8Y4Ma8U45aAERrDYmqZoHvgSG7cg1PXL3bMlumFTAmHynf1y4pOzA=="],
+
+    "sqlite-vec-linux-arm64": ["sqlite-vec-linux-arm64@0.1.7-alpha.2", "", { "os": "linux", "cpu": "arm64" }, "sha512-6Spj4Nfi7tG13jsUG+W7jnT0bCTWbyPImu2M8nWp20fNrd1SZ4g3CSlDAK8GBdavX7wRlbBHCZ+BDa++rbDewA=="],
+
+    "sqlite-vec-linux-x64": ["sqlite-vec-linux-x64@0.1.7-alpha.2", "", { "os": "linux", "cpu": "x64" }, "sha512-IcgrbHaDccTVhXDf8Orwdc2+hgDLAFORl6OBUhcvlmwswwBP1hqBTSEhovClG4NItwTOBNgpwOoQ7Qp3VDPWLg=="],
+
+    "sqlite-vec-windows-x64": ["sqlite-vec-windows-x64@0.1.7-alpha.2", "", { "os": "win32", "cpu": "x64" }, "sha512-TRP6hTjAcwvQ6xpCZvjP00pdlda8J38ArFy1lMYhtQWXiIBmWnhMaMbq4kaeCYwvTTddfidatRS+TJrwIKB/oQ=="],
+
     "statuses": ["statuses@2.0.2", "", {}, "sha512-DvEy55V3DB7uknRo+4iOGT5fP1slR8wQohVdknigZPMpMstaKJQWhwiYBACJE3Ul2pTnATihhBYnRhZQHGBiRw=="],
 
     "stdin-discarder": ["stdin-discarder@0.2.2", "", {}, "sha512-UhDfHmA92YAlNnCfhmq0VeNL5bDbiZGg7sZ2IvPsXubGkiNa9EC+tUTsjBRsYUAz87btI6/1wf4XoVvQ3uRnmQ=="],

components/auth/auth-shell.tsx

@@ -13,10 +13,10 @@ export function AuthShell({ title, subtitle, children, footer }: AuthShellProps)
       <div className="ambient-grid" aria-hidden="true" />
       <div className="noise-layer" aria-hidden="true" />
 
-      <div className="relative z-10 mx-auto flex min-h-screen w-full max-w-5xl flex-col justify-center gap-8 px-4 py-10 md:px-8 lg:flex-row lg:items-center">
+      <div className="relative z-10 mx-auto flex min-h-screen w-full max-w-5xl flex-col justify-center gap-5 px-4 py-6 sm:gap-8 sm:py-10 md:px-8 lg:flex-row lg:items-center">
-        <section className="rounded-2xl border border-[color:var(--line-weak)] bg-[color:var(--panel)] p-6 lg:w-[42%]">
+        <section className="rounded-2xl border border-[color:var(--line-weak)] bg-[color:var(--panel)] p-5 sm:p-6 lg:w-[42%]">
           <p className="terminal-caption text-xs uppercase tracking-[0.3em] text-[color:var(--terminal-muted)]">Fiscal Clone</p>
-          <h1 className="mt-3 text-3xl font-semibold text-[color:var(--terminal-bright)]">Autonomous Analyst Desk</h1>
+          <h1 className="mt-3 text-2xl font-semibold text-[color:var(--terminal-bright)] sm:text-3xl">Autonomous Analyst Desk</h1>
           <p className="mt-3 text-sm leading-6 text-[color:var(--terminal-muted)]">
             Secure entry into filings intelligence, portfolio diagnostics, and async AI workflows powered by AI SDK.
           </p>
@@ -29,8 +29,8 @@ export function AuthShell({ title, subtitle, children, footer }: AuthShellProps)
           </Link>
         </section>
 
-        <section className="rounded-2xl border border-[color:var(--line-weak)] bg-[color:var(--panel)] p-6 shadow-[0_20px_60px_rgba(1,4,10,0.55)] lg:w-[58%]">
+        <section className="rounded-2xl border border-[color:var(--line-weak)] bg-[color:var(--panel)] p-5 shadow-[0_20px_60px_rgba(1,4,10,0.55)] sm:p-6 lg:w-[58%]">
-          <h2 className="text-2xl font-semibold text-[color:var(--terminal-bright)]">{title}</h2>
+          <h2 className="text-xl font-semibold text-[color:var(--terminal-bright)] sm:text-2xl">{title}</h2>
           <p className="mt-2 text-sm text-[color:var(--terminal-muted)]">{subtitle}</p>
 
           <div className="mt-6">{children}</div>

components/dashboard/task-feed.tsx

@@ -10,7 +10,8 @@ const taskLabels: Record<Task['task_type'], string> = {
   sync_filings: 'Sync filings',
   refresh_prices: 'Refresh prices',
   analyze_filing: 'Analyze filing',
-  portfolio_insights: 'Portfolio insights'
+  portfolio_insights: 'Portfolio insights',
+  index_search: 'Index search'
 };
 
 export function TaskFeed({ tasks }: TaskFeedProps) {

components/financials/control-bar.tsx

@@ -42,8 +42,8 @@ export function FinancialControlBar({
 }: FinancialControlBarProps) {
   return (
     <section className={cn('rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel)] px-4 py-3', className)}>
-      <div className="flex flex-wrap items-start justify-between gap-3">
+      <div className="flex flex-col gap-3 sm:flex-row sm:items-start sm:justify-between">
-        <div>
+        <div className="min-w-0">
           <h3 className="text-sm font-semibold text-[color:var(--terminal-bright)]">{title}</h3>
           {subtitle ? (
             <p className="mt-1 text-xs text-[color:var(--terminal-muted)]">{subtitle}</p>
@@ -51,14 +51,14 @@ export function FinancialControlBar({
         </div>
 
         {actions && actions.length > 0 ? (
-          <div className="flex flex-wrap items-center justify-end gap-2">
+          <div className="grid w-full grid-cols-1 gap-2 sm:flex sm:w-auto sm:flex-wrap sm:items-center sm:justify-end">
             {actions.map((action) => (
               <Button
                 key={action.id}
                 type="button"
                 variant={action.variant ?? 'secondary'}
                 disabled={action.disabled}
-                className="px-2 py-1 text-xs"
+                className="px-2 py-1 text-xs sm:min-h-9"
                 onClick={action.onClick}
               >
                 {action.label}
@@ -68,22 +68,21 @@ export function FinancialControlBar({
         ) : null}
       </div>
 
-      <div className="mt-3 overflow-x-auto">
+      <div className="mt-3 grid grid-cols-1 gap-2">
-        <div className="flex min-w-max flex-wrap gap-2">
           {sections.map((section) => (
             <div
               key={section.id}
-              className="flex items-center gap-2 rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-2 py-1.5"
+              className="rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2"
             >
-              <span className="text-[10px] uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">{section.label}</span>
+              <span className="mb-2 block text-[10px] uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">{section.label}</span>
-              <div className="flex flex-wrap items-center gap-1">
+              <div className="flex flex-wrap items-center gap-1.5">
                 {section.options.map((option) => (
                   <Button
                     key={`${section.id}-${option.value}`}
                     type="button"
                     variant={option.value === section.value ? 'primary' : 'ghost'}
                     disabled={option.disabled}
-                    className="px-2 py-1 text-xs"
+                    className="px-2 py-1 text-xs sm:min-h-9"
                     onClick={() => section.onChange(option.value)}
                   >
                     {option.label}
@@ -93,7 +92,6 @@ export function FinancialControlBar({
             </div>
           ))}
       </div>
-      </div>
     </section>
   );
 }

components/notifications/task-stage-helpers.ts

@@ -12,7 +12,8 @@ const TASK_TYPE_LABELS: Record<TaskType, string> = {
   sync_filings: 'Filing sync',
   refresh_prices: 'Price refresh',
   analyze_filing: 'Filing analysis',
-  portfolio_insights: 'Portfolio insight'
+  portfolio_insights: 'Portfolio insight',
+  index_search: 'Search indexing'
 };
 
 const STAGE_LABELS: Record<TaskStage, string> = {
@@ -38,6 +39,11 @@ const STAGE_LABELS: Record<TaskStage, string> = {
   'analyze.extract': 'Extract context',
   'analyze.generate_report': 'Generate report',
   'analyze.persist_report': 'Persist report',
+  'search.collect_sources': 'Collect sources',
+  'search.fetch_documents': 'Fetch documents',
+  'search.chunk': 'Chunk content',
+  'search.embed': 'Generate embeddings',
+  'search.persist': 'Persist search index',
   'insights.load_holdings': 'Load holdings',
   'insights.generate': 'Generate insight',
   'insights.persist': 'Persist insight'
@@ -75,6 +81,16 @@ const TASK_STAGE_ORDER: Record<TaskType, TaskStage[]> = {
     'analyze.persist_report',
     'completed'
   ],
+  index_search: [
+    'queued',
+    'running',
+    'search.collect_sources',
+    'search.fetch_documents',
+    'search.chunk',
+    'search.embed',
+    'search.persist',
+    'completed'
+  ],
   portfolio_insights: [
     'queued',
     'running',

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 } from 'lucide-react';
+import { Activity, BookOpenText, ChartCandlestick, Eye, Landmark, LineChart, LogOut, Menu, Search } from 'lucide-react';
 import Link from 'next/link';
 import { usePathname, useRouter, useSearchParams } from 'next/navigation';
 import { useEffect, useMemo, useState } from 'react';
@@ -76,6 +76,16 @@ const NAV_ITEMS: NavConfigItem[] = [
     preserveTicker: true,
     mobilePrimary: true
   },
+  {
+    id: 'search',
+    href: '/search',
+    label: 'Search',
+    icon: Search,
+    group: 'research',
+    matchMode: 'exact',
+    preserveTicker: true,
+    mobilePrimary: false
+  },
   {
     id: 'portfolio',
     href: '/portfolio',
@@ -167,6 +177,13 @@ function buildDefaultBreadcrumbs(pathname: string, activeTicker: string | null)
     ];
   }
 
+  if (pathname.startsWith('/search')) {
+    return [
+      { label: 'Analysis', href: analysisHref },
+      { label: 'Search' }
+    ];
+  }
+
   if (pathname.startsWith('/portfolio')) {
     return [{ label: 'Portfolio' }];
   }
@@ -289,6 +306,13 @@ export function AppShell({ title, subtitle, actions, activeTicker, breadcrumbs,
       return;
     }
 
+    if (href.startsWith('/search')) {
+      if (context.activeTicker) {
+        void queryClient.prefetchQuery(companyAnalysisQueryOptions(context.activeTicker));
+      }
+      return;
+    }
+
     if (href.startsWith('/portfolio')) {
       void queryClient.prefetchQuery(holdingsQueryOptions());
       void queryClient.prefetchQuery(portfolioSummaryQueryOptions());
@@ -366,7 +390,7 @@ export function AppShell({ title, subtitle, actions, activeTicker, breadcrumbs,
       <div className="ambient-grid" aria-hidden="true" />
       <div className="noise-layer" aria-hidden="true" />
 
-      <div className="relative z-10 mx-auto flex min-h-screen w-full max-w-[1300px] gap-6 px-4 pb-12 pt-6 md:px-8">
+      <div className="relative z-10 mx-auto flex min-h-screen w-full max-w-[1300px] gap-4 px-3 pb-10 pt-4 sm:px-4 sm:pb-12 sm:pt-6 md:px-8 lg:gap-6">
         <aside className="hidden w-72 shrink-0 flex-col gap-6 rounded-2xl border border-[color:var(--line-weak)] bg-[color:var(--panel)] p-5 shadow-[0_0_0_1px_rgba(0,255,180,0.06),0_20px_60px_rgba(1,4,10,0.55)] lg:flex">
           <div>
             <p className="terminal-caption text-xs uppercase tracking-[0.25em] text-[color:var(--terminal-muted)]">Fiscal Clone</p>
@@ -421,8 +445,8 @@ export function AppShell({ title, subtitle, actions, activeTicker, breadcrumbs,
         </aside>
 
         <div className="min-w-0 flex-1 pb-24 lg:pb-0">
-          <header className="relative mb-4 rounded-2xl border border-[color:var(--line-weak)] bg-[color:var(--panel)] px-6 py-5 pr-20 shadow-[0_0_0_1px_rgba(0,255,180,0.05),0_14px_40px_rgba(1,4,10,0.5)]">
+          <header className="relative mb-4 rounded-2xl border border-[color:var(--line-weak)] bg-[color:var(--panel)] px-4 py-4 pr-16 shadow-[0_0_0_1px_rgba(0,255,180,0.05),0_14px_40px_rgba(1,4,10,0.5)] sm:px-6 sm:py-5 sm:pr-20">
-            <div className="absolute right-5 top-5 z-10">
+            <div className="absolute right-4 top-4 z-10 sm:right-5 sm:top-5">
               <TaskNotificationsTrigger
                 unreadCount={notifications.unreadCount}
                 isPopoverOpen={notifications.isPopoverOpen}
@@ -438,17 +462,17 @@ export function AppShell({ title, subtitle, actions, activeTicker, breadcrumbs,
                 markTaskRead={notifications.markTaskRead}
               />
             </div>
-            <div className="flex flex-wrap items-start justify-between gap-4">
+            <div className="flex flex-col gap-4 sm:flex-row sm:flex-wrap sm:items-start sm:justify-between">
-              <div>
+              <div className="min-w-0 pr-6 sm:pr-0">
                 <p className="terminal-caption text-xs uppercase tracking-[0.3em] text-[color:var(--terminal-muted)]">Live System</p>
-                <h2 className="mt-2 text-2xl font-semibold text-[color:var(--terminal-bright)] md:text-3xl">{title}</h2>
+                <h2 className="mt-2 text-xl font-semibold text-[color:var(--terminal-bright)] sm:text-2xl md:text-3xl">{title}</h2>
                 {subtitle ? (
                   <p className="mt-1 text-sm text-[color:var(--terminal-muted)]">{subtitle}</p>
                 ) : null}
               </div>
-              <div className="flex flex-wrap items-center gap-2">
+              <div className="flex w-full flex-col gap-2 sm:w-auto sm:flex-row sm:flex-wrap sm:items-center sm:justify-end">
                 {actions}
-                <Button variant="ghost" onClick={() => void signOut()} disabled={isSigningOut}>
+                <Button variant="ghost" className="max-sm:hidden sm:inline-flex lg:hidden" onClick={() => void signOut()} disabled={isSigningOut}>
                   <LogOut className="size-4" />
                   {isSigningOut ? 'Signing out...' : 'Sign out'}
                 </Button>
@@ -458,9 +482,9 @@ export function AppShell({ title, subtitle, actions, activeTicker, breadcrumbs,
 
           <nav
             aria-label="Breadcrumb"
-            className="mb-6 rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel)] px-3 py-2"
+            className="mb-6 overflow-x-auto rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel)] px-3 py-2"
           >
-            <ol className="flex flex-wrap items-center gap-2 text-xs text-[color:var(--terminal-muted)]">
+            <ol className="flex min-w-max items-center gap-2 text-xs text-[color:var(--terminal-muted)] sm:min-w-0 sm:flex-wrap">
               {breadcrumbItems.map((item, index) => {
                 const isLast = index === breadcrumbItems.length - 1;
 

components/ui/button.tsx

@@ -17,7 +17,7 @@ export function Button({ className, variant = 'primary', ...props }: ButtonProps
   return (
     <button
       className={cn(
-        'inline-flex items-center justify-center gap-2 rounded-lg border px-3 py-2 text-sm font-medium transition duration-200 disabled:cursor-not-allowed disabled:opacity-50',
+        'inline-flex min-h-11 items-center justify-center gap-2 rounded-lg border px-3 py-2 text-sm font-medium transition duration-200 disabled:cursor-not-allowed disabled:opacity-50',
         variantMap[variant],
         className
       )}

components/ui/input.tsx

@@ -6,7 +6,7 @@ export function Input({ className, ...props }: InputProps) {
   return (
     <input
       className={cn(
-        'w-full rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)] outline-none transition placeholder:text-[color:var(--terminal-muted)] focus:border-[color:var(--line-strong)] focus:shadow-[0_0_0_3px_rgba(0,255,180,0.14)]',
+        'min-h-11 w-full rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)] outline-none transition placeholder:text-[color:var(--terminal-muted)] focus:border-[color:var(--line-strong)] focus:shadow-[0_0_0_3px_rgba(0,255,180,0.14)]',
         className
       )}
       {...props}

components/ui/panel.tsx

@@ -12,17 +12,17 @@ export function Panel({ title, subtitle, actions, children, className }: PanelPr
   return (
     <section
       className={cn(
-        'min-w-0 rounded-2xl border border-[color:var(--line-weak)] bg-[color:var(--panel)] p-5 shadow-[0_0_0_1px_rgba(0,255,180,0.03),0_12px_30px_rgba(1,4,10,0.45)]',
+        'min-w-0 rounded-2xl border border-[color:var(--line-weak)] bg-[color:var(--panel)] p-4 shadow-[0_0_0_1px_rgba(0,255,180,0.03),0_12px_30px_rgba(1,4,10,0.45)] sm:p-5',
         className
       )}
     >
       {(title || subtitle || actions) ? (
-        <header className="mb-4 flex items-start justify-between gap-3">
+        <header className="mb-4 flex flex-col gap-3 sm:flex-row sm:items-start sm:justify-between">
-          <div>
+          <div className="min-w-0">
             {title ? <h3 className="text-base font-semibold text-[color:var(--terminal-bright)]">{title}</h3> : null}
             {subtitle ? <p className="mt-1 text-sm text-[color:var(--terminal-muted)]">{subtitle}</p> : null}
           </div>
-          {actions ? <div>{actions}</div> : null}
+          {actions ? <div className="w-full sm:w-auto">{actions}</div> : null}
         </header>
       ) : null}
       {children}

drizzle/0008_search_rag.sql

@@ -0,0 +1,45 @@
+CREATE TABLE IF NOT EXISTS `search_document` (
+  `id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
+  `source_kind` text NOT NULL,
+  `source_ref` text NOT NULL,
+  `scope` text NOT NULL,
+  `user_id` text,
+  `ticker` text,
+  `accession_number` text,
+  `title` text,
+  `content_text` text NOT NULL,
+  `content_hash` text NOT NULL,
+  `metadata` text,
+  `index_status` text NOT NULL DEFAULT 'pending',
+  `indexed_at` text,
+  `last_error` text,
+  `created_at` text NOT NULL,
+  `updated_at` text NOT NULL,
+  FOREIGN KEY (`user_id`) REFERENCES `user`(`id`) ON UPDATE no action ON DELETE cascade
+);
+
+CREATE TABLE IF NOT EXISTS `search_chunk` (
+  `id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
+  `document_id` integer NOT NULL,
+  `chunk_index` integer NOT NULL,
+  `chunk_text` text NOT NULL,
+  `char_count` integer NOT NULL,
+  `start_offset` integer NOT NULL,
+  `end_offset` integer NOT NULL,
+  `heading_path` text,
+  `citation_label` text NOT NULL,
+  `created_at` text NOT NULL,
+  FOREIGN KEY (`document_id`) REFERENCES `search_document`(`id`) ON UPDATE no action ON DELETE cascade
+);
+
+CREATE UNIQUE INDEX IF NOT EXISTS `search_document_source_uidx`
+  ON `search_document` (`scope`, ifnull(`user_id`, ''), `source_kind`, `source_ref`);
+CREATE INDEX IF NOT EXISTS `search_document_scope_idx`
+  ON `search_document` (`scope`, `source_kind`, `ticker`, `updated_at`);
+CREATE INDEX IF NOT EXISTS `search_document_accession_idx`
+  ON `search_document` (`accession_number`, `source_kind`);
+
+CREATE UNIQUE INDEX IF NOT EXISTS `search_chunk_document_chunk_uidx`
+  ON `search_chunk` (`document_id`, `chunk_index`);
+CREATE INDEX IF NOT EXISTS `search_chunk_document_idx`
+  ON `search_chunk` (`document_id`);

lib/api.ts

@@ -14,6 +14,9 @@ import type {
   PortfolioSummary,
   ResearchJournalEntry,
   ResearchJournalEntryType,
+  SearchAnswerResponse,
+  SearchResult,
+  SearchSource,
   Task,
   TaskStatus,
   TaskTimeline,
@@ -295,6 +298,54 @@ export async function listFilings(query?: { ticker?: string; limit?: number }) {
   return await unwrapData<{ filings: Filing[] }>(result, 'Unable to fetch filings');
 }
 
+export async function searchKnowledge(input: {
+  query: string;
+  ticker?: string;
+  sources?: SearchSource[];
+  limit?: number;
+}) {
+  const result = await client.api.search.get({
+    $query: {
+      q: input.query.trim(),
+      ...(input.ticker?.trim()
+        ? { ticker: input.ticker.trim().toUpperCase() }
+        : {}),
+      ...(input.sources && input.sources.length > 0
+        ? { sources: input.sources }
+        : {}),
+      ...(typeof input.limit === 'number'
+        ? { limit: input.limit }
+        : {})
+    }
+  });
+
+  return await unwrapData<{ results: SearchResult[] }>(result, 'Unable to search indexed sources');
+}
+
+export async function getSearchAnswer(input: {
+  query: string;
+  ticker?: string;
+  sources?: SearchSource[];
+  limit?: number;
+}) {
+  return await requestJson<SearchAnswerResponse>({
+    path: '/api/search/answer',
+    method: 'POST',
+    body: {
+      query: input.query.trim(),
+      ...(input.ticker?.trim()
+        ? { ticker: input.ticker.trim().toUpperCase() }
+        : {}),
+      ...(input.sources && input.sources.length > 0
+        ? { sources: input.sources }
+        : {}),
+      ...(typeof input.limit === 'number'
+        ? { limit: input.limit }
+        : {})
+    }
+  }, 'Unable to generate cited answer');
+}
+
 export async function getCompanyAnalysis(ticker: string) {
   const result = await client.api.analysis.company.get({
     $query: {

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();
 

lib/server/ai.ts

@@ -1,4 +1,4 @@
-import { generateText } from 'ai';
+import { embedMany, generateText } from 'ai';
 import { createZhipu } from 'zhipu-ai-provider';
 
 type AiWorkload = 'report' | 'extraction';
@@ -31,13 +31,35 @@ type AiGenerateOutput = {
   text: string;
 };
 
+type AiEmbedOutput = {
+  embeddings: number[][];
+};
+
 type RunAiAnalysisOptions = GetAiConfigOptions & {
   workload?: AiWorkload;
   createModel?: (config: AiConfig) => unknown;
   generate?: (input: AiGenerateInput) => Promise<AiGenerateOutput>;
 };
 
+type EmbeddingConfig = {
+  provider: AiProvider;
+  apiKey?: string;
+  baseUrl: string;
+  model: 'embedding-3';
+  dimensions: 256;
+};
+
+type RunAiEmbeddingsOptions = GetAiConfigOptions & {
+  createModel?: (config: EmbeddingConfig) => unknown;
+  embed?: (input: {
+    model: unknown;
+    values: string[];
+  }) => Promise<AiEmbedOutput>;
+};
+
 const CODING_API_BASE_URL = 'https://api.z.ai/api/coding/paas/v4';
+const SEARCH_EMBEDDING_MODEL = 'embedding-3';
+const SEARCH_EMBEDDING_DIMENSIONS = 256;
 
 let warnedIgnoredZhipuBaseUrl = false;
 
@@ -97,6 +119,30 @@ async function defaultGenerate(input: AiGenerateInput): Promise<AiGenerateOutput
   return { text: result.text };
 }
 
+function defaultCreateEmbeddingModel(config: EmbeddingConfig) {
+  const zhipu = createZhipu({
+    apiKey: config.apiKey,
+    baseURL: config.baseUrl
+  });
+
+  return zhipu.textEmbeddingModel(config.model, {
+    dimensions: config.dimensions
+  });
+}
+
+async function defaultEmbed(input: {
+  model: unknown;
+  values: string[];
+}): Promise<AiEmbedOutput> {
+  const result = await embedMany({
+    model: input.model as never,
+    values: input.values,
+    maxRetries: 0
+  });
+
+  return { embeddings: result.embeddings as number[][] };
+}
+
 export function getAiConfig(options?: GetAiConfigOptions) {
   return getReportAiConfig(options);
 }
@@ -121,6 +167,19 @@ export function getExtractionAiConfig(options?: GetAiConfigOptions) {
   };
 }
 
+export function getEmbeddingAiConfig(options?: GetAiConfigOptions) {
+  const env = options?.env ?? process.env;
+  warnIgnoredZhipuBaseUrl(env, options?.warn ?? console.warn);
+
+  return {
+    provider: 'zhipu',
+    apiKey: envValue('ZHIPU_API_KEY', env),
+    baseUrl: CODING_API_BASE_URL,
+    model: SEARCH_EMBEDDING_MODEL,
+    dimensions: SEARCH_EMBEDDING_DIMENSIONS
+  } satisfies EmbeddingConfig;
+}
+
 export function isAiConfigured(options?: GetAiConfigOptions) {
   const config = getReportAiConfig(options);
   return Boolean(config.apiKey);
@@ -160,6 +219,31 @@ export async function runAiAnalysis(prompt: string, systemPrompt?: string, optio
   };
 }
 
+export async function runAiEmbeddings(values: string[], options?: RunAiEmbeddingsOptions) {
+  const sanitizedValues = values
+    .map((value) => value.trim())
+    .filter((value) => value.length > 0);
+
+  if (sanitizedValues.length === 0) {
+    return [];
+  }
+
+  const config = getEmbeddingAiConfig(options);
+  if (!config.apiKey) {
+    throw new Error('ZHIPU_API_KEY is required for AI workloads');
+  }
+
+  const createModel = options?.createModel ?? defaultCreateEmbeddingModel;
+  const embed = options?.embed ?? defaultEmbed;
+  const model = createModel(config);
+  const result = await embed({
+    model,
+    values: sanitizedValues
+  });
+
+  return result.embeddings.map((embedding) => embedding.map((value) => Number(value)));
+}
+
 export function __resetAiWarningsForTests() {
   warnedIgnoredZhipuBaseUrl = false;
 }

lib/server/api/app.ts

@@ -8,6 +8,7 @@ import type {
   FinancialStatementKind,
   FinancialSurfaceKind,
   ResearchJournalEntryType,
+  SearchSource,
   TaskStatus
 } from '@/lib/types';
 import { auth } from '@/lib/auth';
@@ -48,6 +49,7 @@ import {
   upsertWatchlistItemRecord
 } from '@/lib/server/repos/watchlist';
 import { getPriceHistory, getQuote } from '@/lib/server/prices';
+import { answerSearchQuery, searchKnowledgeBase } from '@/lib/server/search';
 import {
   enqueueTask,
   findInFlightTask,
@@ -82,6 +84,7 @@ const FINANCIAL_SURFACES: FinancialSurfaceKind[] = [
 const COVERAGE_STATUSES: CoverageStatus[] = ['backlog', 'active', 'watch', 'archive'];
 const COVERAGE_PRIORITIES: CoveragePriority[] = ['low', 'medium', 'high'];
 const JOURNAL_ENTRY_TYPES: ResearchJournalEntryType[] = ['note', 'filing_note', 'status_change'];
+const SEARCH_SOURCES: SearchSource[] = ['documents', 'filings', 'research'];
 
 function asRecord(value: unknown): Record<string, unknown> {
   if (!value || typeof value !== 'object' || Array.isArray(value)) {
@@ -205,6 +208,21 @@ function asJournalEntryType(value: unknown) {
     : undefined;
 }
 
+function asSearchSources(value: unknown) {
+  const raw = Array.isArray(value)
+    ? value
+    : typeof value === 'string'
+      ? value.split(',')
+      : [];
+
+  const normalized = raw
+    .filter((entry): entry is string => typeof entry === 'string')
+    .map((entry) => entry.trim().toLowerCase())
+    .filter((entry): entry is SearchSource => SEARCH_SOURCES.includes(entry as SearchSource));
+
+  return normalized.length > 0 ? [...new Set(normalized)] : undefined;
+}
+
 function formatLabel(value: string) {
   return value
     .split('_')
@@ -763,6 +781,21 @@ export const app = new Elysia({ prefix: '/api' })
       });
 
       await updateWatchlistReviewByTicker(session.user.id, ticker, entry.updated_at);
+      try {
+        await enqueueTask({
+          userId: session.user.id,
+          taskType: 'index_search',
+          payload: {
+            ticker: entry.ticker,
+            journalEntryId: entry.id,
+            sourceKinds: ['research_note']
+          },
+          priority: 52,
+          resourceKey: `index_search:research_note:${session.user.id}:${entry.id}`
+        });
+      } catch (error) {
+        console.error('[search-index-journal-create] failed:', error);
+      }
 
       return Response.json({ entry });
     } catch (error) {
@@ -800,6 +833,21 @@ export const app = new Elysia({ prefix: '/api' })
       }
 
       await updateWatchlistReviewByTicker(session.user.id, entry.ticker, entry.updated_at);
+      try {
+        await enqueueTask({
+          userId: session.user.id,
+          taskType: 'index_search',
+          payload: {
+            ticker: entry.ticker,
+            journalEntryId: entry.id,
+            sourceKinds: ['research_note']
+          },
+          priority: 52,
+          resourceKey: `index_search:research_note:${session.user.id}:${entry.id}`
+        });
+      } catch (error) {
+        console.error('[search-index-journal-update] failed:', error);
+      }
 
       return Response.json({ entry });
     } catch (error) {
@@ -822,6 +870,25 @@ export const app = new Elysia({ prefix: '/api' })
       return jsonError('Journal entry not found', 404);
     }
 
+    try {
+      await enqueueTask({
+        userId: session.user.id,
+        taskType: 'index_search',
+        payload: {
+          deleteSourceRefs: [{
+            sourceKind: 'research_note',
+            sourceRef: String(numericId),
+            scope: 'user',
+            userId: session.user.id
+          }]
+        },
+        priority: 52,
+        resourceKey: `index_search:research_note:${session.user.id}:${numericId}:delete`
+      });
+    } catch (error) {
+      console.error('[search-index-journal-delete] failed:', error);
+    }
+
     return Response.json({ success: true });
   }, {
     params: t.Object({
@@ -1124,6 +1191,63 @@ export const app = new Elysia({ prefix: '/api' })
       limit: t.Optional(t.Numeric())
     })
   })
+  .get('/search', async ({ query }) => {
+    const { session, response } = await requireAuthenticatedSession();
+    if (response) {
+      return response;
+    }
+
+    const q = typeof query.q === 'string' ? query.q.trim() : '';
+    if (q.length < 2) {
+      return jsonError('q is required', 400);
+    }
+
+    const results = await searchKnowledgeBase({
+      userId: session.user.id,
+      query: q,
+      ticker: asOptionalString(query.ticker),
+      sources: asSearchSources(query.sources),
+      limit: typeof query.limit === 'number' ? query.limit : Number(query.limit)
+    });
+
+    return Response.json({ results });
+  }, {
+    query: t.Object({
+      q: t.String({ minLength: 2 }),
+      ticker: t.Optional(t.String()),
+      sources: t.Optional(t.Union([t.String(), t.Array(t.String())])),
+      limit: t.Optional(t.Numeric())
+    })
+  })
+  .post('/search/answer', async ({ body }) => {
+    const { session, response } = await requireAuthenticatedSession();
+    if (response) {
+      return response;
+    }
+
+    const payload = asRecord(body);
+    const query = typeof payload.query === 'string' ? payload.query.trim() : '';
+    if (query.length < 2) {
+      return jsonError('query is required', 400);
+    }
+
+    const answer = await answerSearchQuery({
+      userId: session.user.id,
+      query,
+      ticker: asOptionalString(payload.ticker),
+      sources: asSearchSources(payload.sources),
+      limit: asPositiveNumber(payload.limit) ?? undefined
+    });
+
+    return Response.json(answer);
+  }, {
+    body: t.Object({
+      query: t.String({ minLength: 2 }),
+      ticker: t.Optional(t.String()),
+      sources: t.Optional(t.Union([t.String(), t.Array(t.String())])),
+      limit: t.Optional(t.Numeric())
+    })
+  })
   .post('/filings/sync', async ({ body }) => {
     const { session, response } = await requireAuthenticatedSession();
     if (response) {

lib/server/db/index.test.ts

@@ -37,6 +37,14 @@ describe('sqlite schema compatibility bootstrap', () => {
     expect(__dbInternals.hasTable(client, 'filing_taxonomy_snapshot')).toBe(true);
     expect(__dbInternals.hasTable(client, 'filing_taxonomy_fact')).toBe(true);
     expect(__dbInternals.hasTable(client, 'research_journal_entry')).toBe(true);
+    expect(__dbInternals.hasTable(client, 'search_document')).toBe(true);
+    expect(__dbInternals.hasTable(client, 'search_chunk')).toBe(true);
+
+    __dbInternals.loadSqliteExtensions(client);
+    __dbInternals.ensureSearchVirtualTables(client);
+
+    expect(__dbInternals.hasTable(client, 'search_chunk_fts')).toBe(true);
+    expect(__dbInternals.hasTable(client, 'search_chunk_vec')).toBe(true);
 
     client.close();
   });

lib/server/db/index.ts

@@ -2,6 +2,7 @@ import { mkdirSync, readFileSync } from 'node:fs';
 import { dirname, join } from 'node:path';
 import { Database } from 'bun:sqlite';
 import { drizzle } from 'drizzle-orm/bun-sqlite';
+import { load as loadSqliteVec } from 'sqlite-vec';
 import { schema } from './schema';
 
 type AppDrizzleDb = ReturnType<typeof createDb>;
@@ -50,6 +51,45 @@ function applySqlFile(client: Database, fileName: string) {
   client.exec(sql);
 }
 
+let customSqliteConfigured = false;
+const vectorExtensionStatus = new WeakMap<Database, boolean>();
+
+function configureCustomSqliteRuntime() {
+  if (customSqliteConfigured) {
+    return;
+  }
+
+  const customSqlitePath = process.env.SQLITE_CUSTOM_LIB_PATH?.trim();
+  if (process.platform === 'darwin' && customSqlitePath) {
+    Database.setCustomSQLite(customSqlitePath);
+  }
+
+  customSqliteConfigured = true;
+}
+
+function loadSqliteExtensions(client: Database) {
+  try {
+    const customVectorExtensionPath = process.env.SQLITE_VEC_EXTENSION_PATH?.trim();
+
+    if (customVectorExtensionPath) {
+      client.loadExtension(customVectorExtensionPath);
+    } else {
+      loadSqliteVec(client);
+    }
+
+    vectorExtensionStatus.set(client, true);
+  } catch (error) {
+    vectorExtensionStatus.set(client, false);
+
+    const reason = error instanceof Error ? error.message : 'Unknown sqlite extension error';
+    console.warn(`[sqlite] sqlite-vec unavailable, falling back to table-backed vector storage: ${reason}`);
+  }
+}
+
+function isVectorExtensionLoaded(client: Database) {
+  return vectorExtensionStatus.get(client) ?? false;
+}
+
 function ensureLocalSqliteSchema(client: Database) {
   if (!hasTable(client, 'filing_statement_snapshot')) {
     applySqlFile(client, '0001_glossy_statement_snapshots.sql');
@@ -142,10 +182,70 @@ function ensureLocalSqliteSchema(client: Database) {
     client.exec('CREATE INDEX IF NOT EXISTS `research_journal_ticker_idx` ON `research_journal_entry` (`user_id`, `ticker`, `created_at`);');
     client.exec('CREATE INDEX IF NOT EXISTS `research_journal_accession_idx` ON `research_journal_entry` (`user_id`, `accession_number`);');
   }
+
+  if (!hasTable(client, 'search_document')) {
+    applySqlFile(client, '0008_search_rag.sql');
+  }
+}
+
+function ensureSearchVirtualTables(client: Database) {
+  client.exec(`
+    CREATE VIRTUAL TABLE IF NOT EXISTS \`search_chunk_fts\` USING fts5(
+      \`chunk_text\`,
+      \`citation_label\`,
+      \`heading_path\`,
+      \`chunk_id\` UNINDEXED,
+      \`document_id\` UNINDEXED,
+      \`chunk_index\` UNINDEXED,
+      \`scope\` UNINDEXED,
+      \`user_id\` UNINDEXED,
+      \`source_kind\` UNINDEXED,
+      \`ticker\` UNINDEXED,
+      \`accession_number\` UNINDEXED,
+      \`filing_date\` UNINDEXED
+    );
+  `);
+
+  if (isVectorExtensionLoaded(client)) {
+    client.exec(`
+      CREATE VIRTUAL TABLE IF NOT EXISTS \`search_chunk_vec\` USING vec0(
+        \`chunk_id\` integer PRIMARY KEY,
+        \`embedding\` float[256],
+        \`scope\` text,
+        \`user_id\` text,
+        \`source_kind\` text,
+        \`ticker\` text,
+        \`accession_number\` text,
+        \`filing_date\` text,
+        +\`document_id\` integer,
+        +\`chunk_index\` integer,
+        +\`citation_label\` text
+      );
+    `);
+    return;
+  }
+
+  client.exec(`
+    CREATE TABLE IF NOT EXISTS \`search_chunk_vec\` (
+      \`chunk_id\` integer PRIMARY KEY NOT NULL,
+      \`embedding\` text NOT NULL,
+      \`scope\` text NOT NULL,
+      \`user_id\` text,
+      \`source_kind\` text NOT NULL,
+      \`ticker\` text,
+      \`accession_number\` text,
+      \`filing_date\` text,
+      \`document_id\` integer NOT NULL,
+      \`chunk_index\` integer NOT NULL,
+      \`citation_label\` text NOT NULL
+    );
+  `);
+  client.exec('CREATE INDEX IF NOT EXISTS `search_chunk_vec_lookup_idx` ON `search_chunk_vec` (`scope`, `user_id`, `source_kind`, `ticker`);');
 }
 
 export function getSqliteClient() {
   if (!globalThis.__fiscalSqliteClient) {
+    configureCustomSqliteRuntime();
     const databasePath = getDatabasePath();
 
     if (databasePath !== ':memory:') {
@@ -156,7 +256,9 @@ export function getSqliteClient() {
     client.exec('PRAGMA foreign_keys = ON;');
     client.exec('PRAGMA journal_mode = WAL;');
     client.exec('PRAGMA busy_timeout = 5000;');
+    loadSqliteExtensions(client);
     ensureLocalSqliteSchema(client);
+    ensureSearchVirtualTables(client);
 
     globalThis.__fiscalSqliteClient = client;
   }
@@ -175,8 +277,12 @@ if (!globalThis.__fiscalDrizzleDb) {
 }
 
 export const __dbInternals = {
+  configureCustomSqliteRuntime,
   ensureLocalSqliteSchema,
+  ensureSearchVirtualTables,
   getDatabasePath,
   hasColumn,
-  hasTable
+  hasTable,
+  isVectorExtensionLoaded,
+  loadSqliteExtensions
 };

lib/server/db/schema.ts

@@ -1,3 +1,4 @@
+import { sql } from 'drizzle-orm';
 import {
   index,
   integer,
@@ -31,6 +32,9 @@ type CoverageStatus = 'backlog' | 'active' | 'watch' | 'archive';
 type CoveragePriority = 'low' | 'medium' | 'high';
 type ResearchJournalEntryType = 'note' | 'filing_note' | 'status_change';
 type FinancialCadence = 'annual' | 'quarterly' | 'ltm';
+type SearchDocumentScope = 'global' | 'user';
+type SearchDocumentSourceKind = 'filing_document' | 'filing_brief' | 'research_note';
+type SearchIndexStatus = 'pending' | 'indexed' | 'failed';
 type FinancialSurfaceKind =
   | 'income_statement'
   | 'balance_sheet'
@@ -500,7 +504,7 @@ export const filingLink = sqliteTable('filing_link', {
 export const taskRun = sqliteTable('task_run', {
   id: text('id').primaryKey().notNull(),
   user_id: text('user_id').notNull().references(() => user.id, { onDelete: 'cascade' }),
-  task_type: text('task_type').$type<'sync_filings' | 'refresh_prices' | 'analyze_filing' | 'portfolio_insights'>().notNull(),
+  task_type: text('task_type').$type<'sync_filings' | 'refresh_prices' | 'analyze_filing' | 'portfolio_insights' | 'index_search'>().notNull(),
   status: text('status').$type<'queued' | 'running' | 'completed' | 'failed'>().notNull(),
   stage: text('stage').notNull(),
   stage_detail: text('stage_detail'),
@@ -570,6 +574,55 @@ export const researchJournalEntry = sqliteTable('research_journal_entry', {
   researchJournalAccessionIndex: index('research_journal_accession_idx').on(table.user_id, table.accession_number)
 }));
 
+export const searchDocument = sqliteTable('search_document', {
+  id: integer('id').primaryKey({ autoIncrement: true }),
+  source_kind: text('source_kind').$type<SearchDocumentSourceKind>().notNull(),
+  source_ref: text('source_ref').notNull(),
+  scope: text('scope').$type<SearchDocumentScope>().notNull(),
+  user_id: text('user_id').references(() => user.id, { onDelete: 'cascade' }),
+  ticker: text('ticker'),
+  accession_number: text('accession_number'),
+  title: text('title'),
+  content_text: text('content_text').notNull(),
+  content_hash: text('content_hash').notNull(),
+  metadata: text('metadata', { mode: 'json' }).$type<Record<string, unknown> | null>(),
+  index_status: text('index_status').$type<SearchIndexStatus>().notNull(),
+  indexed_at: text('indexed_at'),
+  last_error: text('last_error'),
+  created_at: text('created_at').notNull(),
+  updated_at: text('updated_at').notNull()
+}, (table) => ({
+  searchDocumentSourceUnique: uniqueIndex('search_document_source_uidx').on(
+    table.scope,
+    sql`ifnull(${table.user_id}, '')`,
+    table.source_kind,
+    table.source_ref
+  ),
+  searchDocumentScopeIndex: index('search_document_scope_idx').on(
+    table.scope,
+    table.source_kind,
+    table.ticker,
+    table.updated_at
+  ),
+  searchDocumentAccessionIndex: index('search_document_accession_idx').on(table.accession_number, table.source_kind)
+}));
+
+export const searchChunk = sqliteTable('search_chunk', {
+  id: integer('id').primaryKey({ autoIncrement: true }),
+  document_id: integer('document_id').notNull().references(() => searchDocument.id, { onDelete: 'cascade' }),
+  chunk_index: integer('chunk_index').notNull(),
+  chunk_text: text('chunk_text').notNull(),
+  char_count: integer('char_count').notNull(),
+  start_offset: integer('start_offset').notNull(),
+  end_offset: integer('end_offset').notNull(),
+  heading_path: text('heading_path'),
+  citation_label: text('citation_label').notNull(),
+  created_at: text('created_at').notNull()
+}, (table) => ({
+  searchChunkUnique: uniqueIndex('search_chunk_document_chunk_uidx').on(table.document_id, table.chunk_index),
+  searchChunkDocumentIndex: index('search_chunk_document_idx').on(table.document_id)
+}));
+
 export const authSchema = {
   user,
   session,
@@ -595,7 +648,9 @@ export const appSchema = {
   taskRun,
   taskStageEvent,
   portfolioInsight,
-  researchJournalEntry
+  researchJournalEntry,
+  searchDocument,
+  searchChunk
 };
 
 export const schema = {

lib/server/repos/research-journal.ts

@@ -62,6 +62,28 @@ export async function listResearchJournalEntries(userId: string, ticker: string,
   return rows.map(toResearchJournalEntry);
 }
 
+export async function listResearchJournalEntriesForUser(userId: string, limit = 250) {
+  const safeLimit = Math.min(Math.max(Math.trunc(limit), 1), 500);
+  const rows = await db
+    .select()
+    .from(researchJournalEntry)
+    .where(eq(researchJournalEntry.user_id, userId))
+    .orderBy(desc(researchJournalEntry.updated_at), desc(researchJournalEntry.id))
+    .limit(safeLimit);
+
+  return rows.map(toResearchJournalEntry);
+}
+
+export async function getResearchJournalEntryRecord(userId: string, id: number) {
+  const [row] = await db
+    .select()
+    .from(researchJournalEntry)
+    .where(and(eq(researchJournalEntry.user_id, userId), eq(researchJournalEntry.id, id)))
+    .limit(1);
+
+  return row ? toResearchJournalEntry(row) : null;
+}
+
 export async function createResearchJournalEntryRecord(input: {
   userId: string;
   ticker: string;

lib/server/search.test.ts

@@ -0,0 +1,217 @@
+import { describe, expect, it } from 'bun:test';
+import { readFileSync } from 'node:fs';
+import { join } from 'node:path';
+import { Database } from 'bun:sqlite';
+import { __dbInternals } from '@/lib/server/db';
+import { __searchInternals } from '@/lib/server/search';
+
+function applyMigration(client: Database, fileName: string) {
+  const sql = readFileSync(join(process.cwd(), 'drizzle', fileName), 'utf8');
+  client.exec(sql);
+}
+
+function createClient() {
+  const client = new Database(':memory:');
+  client.exec('PRAGMA foreign_keys = ON;');
+  applyMigration(client, '0000_cold_silver_centurion.sql');
+  applyMigration(client, '0001_glossy_statement_snapshots.sql');
+  applyMigration(client, '0002_workflow_task_projection_metadata.sql');
+  applyMigration(client, '0003_task_stage_event_timeline.sql');
+  __dbInternals.loadSqliteExtensions(client);
+  __dbInternals.ensureLocalSqliteSchema(client);
+  __dbInternals.ensureSearchVirtualTables(client);
+  return client;
+}
+
+function insertUser(client: Database, id: string) {
+  client.query(`
+    INSERT INTO user (id, name, email, emailVerified, createdAt, updatedAt)
+    VALUES (?, ?, ?, 1, 0, 0)
+  `).run(id, id, `${id}@example.com`);
+}
+
+function vector(first: number, second = 0) {
+  const values = new Array(256).fill(0);
+  values[0] = first;
+  values[1] = second;
+  return values;
+}
+
+describe('search internals', () => {
+  it('chunks research notes as a single chunk under the small-note threshold', () => {
+    const chunks = __searchInternals.chunkDocument({
+      sourceKind: 'research_note',
+      sourceRef: '1',
+      scope: 'user',
+      userId: 'user-1',
+      ticker: 'AMD',
+      accessionNumber: null,
+      filingDate: null,
+      title: 'AMD note',
+      contentText: 'A compact note about margins and channel inventory.',
+      metadata: {}
+    });
+
+    expect(chunks).toHaveLength(1);
+    expect(chunks[0]?.chunkText).toContain('channel inventory');
+  });
+
+  it('formats insufficient evidence when the answer cites nothing valid', () => {
+    const finalized = __searchInternals.finalizeAnswer('This has no valid citations.', [{
+      chunkId: 1,
+      documentId: 1,
+      source: 'filings',
+      sourceKind: 'filing_brief',
+      sourceRef: '0001',
+      title: 'Brief',
+      ticker: 'AMD',
+      accessionNumber: '0001',
+      filingDate: '2026-01-01',
+      citationLabel: 'AMD · 0001 [1]',
+      headingPath: null,
+      chunkText: 'Revenue grew.',
+      snippet: 'Revenue grew.',
+      score: 0.2,
+      vectorRank: 1,
+      lexicalRank: 1,
+      href: '/filings?ticker=AMD'
+    }]);
+
+    expect(finalized.answer).toBe('Insufficient evidence to answer from the indexed sources.');
+    expect(finalized.citations).toHaveLength(0);
+  });
+
+  it('persists vec/fts rows, skips unchanged content, and deletes synced rows together', () => {
+    const client = createClient();
+    const document = {
+      sourceKind: 'filing_brief' as const,
+      sourceRef: '0000320193-26-000001',
+      scope: 'global' as const,
+      userId: null,
+      ticker: 'AAPL',
+      accessionNumber: '0000320193-26-000001',
+      filingDate: '2026-01-30',
+      title: 'AAPL filing brief',
+      contentText: 'Revenue remained resilient across products and services. Services margin expanded.',
+      metadata: {
+        filingDate: '2026-01-30',
+        hasAnalysis: true
+      }
+    };
+
+    const chunks = __searchInternals.chunkDocument(document);
+    const firstPersist = __searchInternals.persistDocumentIndex(
+      client,
+      document,
+      chunks,
+      chunks.map((_chunk, index) => vector(1 - (index * 0.1)))
+    );
+
+    expect(firstPersist.indexed).toBe(true);
+    expect(client.query('SELECT count(*) AS count FROM search_document').get() as { count: number }).toEqual({ count: 1 });
+    expect((client.query('SELECT count(*) AS count FROM search_chunk').get() as { count: number }).count).toBe(chunks.length);
+    expect((client.query('SELECT count(*) AS count FROM search_chunk_fts').get() as { count: number }).count).toBe(chunks.length);
+    expect((client.query('SELECT count(*) AS count FROM search_chunk_vec').get() as { count: number }).count).toBe(chunks.length);
+
+    const secondPersist = __searchInternals.persistDocumentIndex(
+      client,
+      document,
+      chunks,
+      chunks.map((_chunk, index) => vector(1 - (index * 0.1)))
+    );
+
+    expect(secondPersist.skipped).toBe(true);
+    expect((client.query('SELECT count(*) AS count FROM search_document').get() as { count: number }).count).toBe(1);
+
+    const deleted = __searchInternals.deleteSourceRefs(client, [{
+      sourceKind: 'filing_brief',
+      sourceRef: document.sourceRef,
+      scope: 'global'
+    }]);
+
+    expect(deleted).toBe(1);
+    expect((client.query('SELECT count(*) AS count FROM search_document').get() as { count: number }).count).toBe(0);
+    expect((client.query('SELECT count(*) AS count FROM search_chunk').get() as { count: number }).count).toBe(0);
+    expect((client.query('SELECT count(*) AS count FROM search_chunk_fts').get() as { count: number }).count).toBe(0);
+    expect((client.query('SELECT count(*) AS count FROM search_chunk_vec').get() as { count: number }).count).toBe(0);
+
+    client.close();
+  });
+
+  it('keeps user-scoped research notes isolated in lexical and vector search', () => {
+    const client = createClient();
+    insertUser(client, 'user-1');
+    insertUser(client, 'user-2');
+
+    const userOneDoc = {
+      sourceKind: 'research_note' as const,
+      sourceRef: '101',
+      scope: 'user' as const,
+      userId: 'user-1',
+      ticker: 'AMD',
+      accessionNumber: null,
+      filingDate: null,
+      title: 'Durable thesis',
+      contentText: 'Durable pricing power thesis with channel checks.',
+      metadata: {}
+    };
+    const userTwoDoc = {
+      ...userOneDoc,
+      sourceRef: '102',
+      userId: 'user-2',
+      contentText: 'Different private note for another user.'
+    };
+
+    const userOneChunks = __searchInternals.chunkDocument(userOneDoc);
+    const userTwoChunks = __searchInternals.chunkDocument(userTwoDoc);
+
+    __searchInternals.persistDocumentIndex(client, userOneDoc, userOneChunks, [vector(1, 0)]);
+    __searchInternals.persistDocumentIndex(client, userTwoDoc, userTwoChunks, [vector(0, 1)]);
+
+    const ftsQuery = __searchInternals.toFtsQuery('durable thesis');
+    expect(ftsQuery).not.toBeNull();
+
+    const lexicalMatches = __searchInternals.lexicalSearch(client, {
+      ftsQuery: ftsQuery!,
+      limit: 5,
+      sourceKind: 'research_note',
+      scope: 'user',
+      userId: 'user-1',
+      ticker: 'AMD'
+    });
+    const hiddenLexicalMatches = __searchInternals.lexicalSearch(client, {
+      ftsQuery: ftsQuery!,
+      limit: 5,
+      sourceKind: 'research_note',
+      scope: 'user',
+      userId: 'user-2',
+      ticker: 'AMD'
+    });
+
+    expect(lexicalMatches).toHaveLength(1);
+    expect(hiddenLexicalMatches).toHaveLength(0);
+
+    const vectorMatches = __searchInternals.vectorSearch(client, {
+      embedding: vector(1, 0),
+      limit: 5,
+      sourceKind: 'research_note',
+      scope: 'user',
+      userId: 'user-1',
+      ticker: 'AMD'
+    });
+    const hiddenVectorMatches = __searchInternals.vectorSearch(client, {
+      embedding: vector(1, 0),
+      limit: 5,
+      sourceKind: 'research_note',
+      scope: 'user',
+      userId: 'user-2',
+      ticker: 'AMD'
+    });
+
+    expect(vectorMatches).toHaveLength(1);
+    expect(hiddenVectorMatches).toHaveLength(1);
+    expect(vectorMatches[0]?.chunk_id).not.toBe(hiddenVectorMatches[0]?.chunk_id);
+
+    client.close();
+  });
+});

lib/server/task-processors.ts

@@ -9,6 +9,7 @@ import type {
 import { runAiAnalysis } from '@/lib/server/ai';
 import { buildPortfolioSummary } from '@/lib/server/portfolio';
 import { getQuote } from '@/lib/server/prices';
+import { indexSearchDocuments } from '@/lib/server/search';
 import {
   getFilingByAccession,
   listFilingsRecords,
@@ -34,6 +35,7 @@ import {
   fetchPrimaryFilingText,
   fetchRecentFilings
 } from '@/lib/server/sec';
+import { enqueueTask } from '@/lib/server/tasks';
 import { hydrateFilingTaxonomySnapshot } from '@/lib/server/taxonomy/engine';
 
 const EXTRACTION_REQUIRED_KEYS = [
@@ -167,6 +169,17 @@ function parseOptionalText(raw: unknown) {
   return normalized.length > 0 ? normalized : null;
 }
 
+function parseOptionalStringArray(raw: unknown) {
+  if (!Array.isArray(raw)) {
+    return [];
+  }
+
+  return raw
+    .filter((entry): entry is string => typeof entry === 'string')
+    .map((entry) => entry.trim())
+    .filter((entry) => entry.length > 0);
+}
+
 function parseTags(raw: unknown) {
   if (!Array.isArray(raw)) {
     return [];
@@ -562,6 +575,8 @@ async function processSyncFilings(task: Task) {
     .filter((entry): entry is string => Boolean(entry))
     .join(' | ');
 
+  let searchTaskId: string | null = null;
+
   await setProjectionStage(
     task,
     'sync.fetch_filings',
@@ -667,6 +682,22 @@ async function processSyncFilings(task: Task) {
     await Bun.sleep(STATEMENT_HYDRATION_DELAY_MS);
   }
 
+  try {
+    const searchTask = await enqueueTask({
+      userId: task.user_id,
+      taskType: 'index_search',
+      payload: {
+        ticker,
+        sourceKinds: ['filing_document', 'filing_brief']
+      },
+      priority: 55,
+      resourceKey: `index_search:ticker:${ticker}`
+    });
+    searchTaskId = searchTask.id;
+  } catch (error) {
+    console.error(`[search-index-sync] failed for ${ticker}:`, error);
+  }
+
   return {
     ticker,
     category,
@@ -675,7 +706,8 @@ async function processSyncFilings(task: Task) {
     inserted: saveResult.inserted,
     updated: saveResult.updated,
     taxonomySnapshotsHydrated,
-    taxonomySnapshotsFailed
+    taxonomySnapshotsFailed,
+    searchTaskId
   };
 }
 
@@ -782,12 +814,108 @@ async function processAnalyzeFiling(task: Task) {
     extractionMeta
   });
 
+  let searchTaskId: string | null = null;
+  try {
+    const searchTask = await enqueueTask({
+      userId: task.user_id,
+      taskType: 'index_search',
+      payload: {
+        accessionNumber,
+        sourceKinds: ['filing_brief']
+      },
+      priority: 58,
+      resourceKey: `index_search:filing_brief:${accessionNumber}`
+    });
+    searchTaskId = searchTask.id;
+  } catch (error) {
+    console.error(`[search-index-analyze] failed for ${accessionNumber}:`, error);
+  }
+
   return {
     accessionNumber,
     provider: analysis.provider,
     model: analysis.model,
     extractionProvider: extractionMeta.provider,
-    extractionModel: extractionMeta.model
+    extractionModel: extractionMeta.model,
+    searchTaskId
+  };
+}
+
+async function processIndexSearch(task: Task) {
+  await setProjectionStage(task, 'search.collect_sources', 'Collecting source records for search indexing');
+
+  const ticker = parseOptionalText(task.payload.ticker);
+  const accessionNumber = parseOptionalText(task.payload.accessionNumber);
+  const journalEntryId = task.payload.journalEntryId === undefined
+    ? null
+    : Number(task.payload.journalEntryId);
+  const deleteSourceRefs = Array.isArray(task.payload.deleteSourceRefs)
+    ? task.payload.deleteSourceRefs
+      .filter((entry): entry is {
+        sourceKind: string;
+        sourceRef: string;
+        scope: string;
+        userId?: string | null;
+      } => {
+        return Boolean(
+          entry
+          && typeof entry === 'object'
+          && typeof (entry as { sourceKind?: unknown }).sourceKind === 'string'
+          && typeof (entry as { sourceRef?: unknown }).sourceRef === 'string'
+          && typeof (entry as { scope?: unknown }).scope === 'string'
+        );
+      })
+    : [];
+  const sourceKinds = parseOptionalStringArray(task.payload.sourceKinds)
+    .filter((sourceKind): sourceKind is 'filing_document' | 'filing_brief' | 'research_note' => {
+      return sourceKind === 'filing_document'
+        || sourceKind === 'filing_brief'
+        || sourceKind === 'research_note';
+    });
+  const validatedJournalEntryId = typeof journalEntryId === 'number'
+    && Number.isInteger(journalEntryId)
+    && journalEntryId > 0
+    ? journalEntryId
+    : null;
+
+  const result = await indexSearchDocuments({
+    userId: task.user_id,
+    ticker,
+    accessionNumber,
+    journalEntryId: validatedJournalEntryId,
+    sourceKinds: sourceKinds.length > 0 ? sourceKinds : undefined,
+    deleteSourceRefs: deleteSourceRefs.map((entry) => ({
+      sourceKind: entry.sourceKind as 'filing_document' | 'filing_brief' | 'research_note',
+      sourceRef: entry.sourceRef,
+      scope: entry.scope === 'user' ? 'user' : 'global',
+      userId: typeof entry.userId === 'string' ? entry.userId : null
+    })),
+    onStage: async (stage, detail) => {
+      switch (stage) {
+        case 'collect':
+          await setProjectionStage(task, 'search.collect_sources', detail);
+          break;
+        case 'fetch':
+          await setProjectionStage(task, 'search.fetch_documents', detail);
+          break;
+        case 'chunk':
+          await setProjectionStage(task, 'search.chunk', detail);
+          break;
+        case 'embed':
+          await setProjectionStage(task, 'search.embed', detail);
+          break;
+        case 'persist':
+          await setProjectionStage(task, 'search.persist', detail);
+          break;
+      }
+    }
+  });
+
+  return {
+    ticker,
+    accessionNumber,
+    journalEntryId: validatedJournalEntryId,
+    ...result
   };
 }
 
@@ -858,6 +986,8 @@ export async function runTaskProcessor(task: Task) {
       return toTaskResult(await processAnalyzeFiling(task));
     case 'portfolio_insights':
       return toTaskResult(await processPortfolioInsights(task));
+    case 'index_search':
+      return toTaskResult(await processIndexSearch(task));
     default:
       throw new Error(`Unsupported task type: ${task.task_type}`);
   }

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'];

package.json

@@ -14,6 +14,7 @@
     "workflow:setup": "workflow-postgres-setup",
     "backfill:filing-metrics": "bun run scripts/backfill-filing-metrics.ts",
     "backfill:filing-statements": "bun run scripts/backfill-filing-statements.ts",
+    "backfill:search-index": "bun run scripts/backfill-search-index.ts",
     "backfill:taxonomy-snapshots": "bun run scripts/backfill-taxonomy-snapshots.ts",
     "db:generate": "bun x drizzle-kit generate",
     "db:migrate": "bun x drizzle-kit migrate",
@@ -42,6 +43,7 @@
     "react-dom": "^19.2.4",
     "recharts": "^3.7.0",
     "sonner": "^2.0.7",
+    "sqlite-vec": "^0.1.7-alpha.2",
     "workflow": "^4.1.0-beta.60",
     "zhipu-ai-provider": "^0.2.2"
   },

scripts/backfill-search-index.ts

@@ -0,0 +1,46 @@
+import { indexSearchDocuments } from '@/lib/server/search';
+
+function getArg(name: string) {
+  const prefix = `--${name}=`;
+  const entry = process.argv.find((value) => value.startsWith(prefix));
+  return entry ? entry.slice(prefix.length).trim() : null;
+}
+
+async function main() {
+  const source = (getArg('source') ?? 'all').toLowerCase();
+  const ticker = getArg('ticker')?.toUpperCase() ?? null;
+  const accessionNumber = getArg('accession') ?? null;
+  const userId = getArg('user') ?? 'system-backfill';
+
+  const sourceKinds: Array<'filing_document' | 'filing_brief' | 'research_note'> | null = source === 'all'
+    ? ['filing_document', 'filing_brief', 'research_note'] as const
+    : source === 'documents'
+      ? ['filing_document'] as const
+      : source === 'filings'
+        ? ['filing_brief'] as const
+        : source === 'research'
+          ? ['research_note'] as const
+          : null;
+
+  if (!sourceKinds) {
+    throw new Error('Unsupported --source value. Use all, documents, filings, or research.');
+  }
+
+  if (sourceKinds.includes('research_note') && !userId) {
+    throw new Error('--user is required when backfilling research notes.');
+  }
+
+  const result = await indexSearchDocuments({
+    userId,
+    ticker,
+    accessionNumber,
+    sourceKinds
+  });
+
+  console.log(JSON.stringify(result, null, 2));
+}
+
+main().catch((error) => {
+  console.error(error instanceof Error ? error.message : error);
+  process.exitCode = 1;
+});

scripts/dev-env.test.ts

@@ -9,7 +9,7 @@ describe('buildLocalDevConfig', () => {
     expect(config.port).toBe('3000');
     expect(config.publicOrigin).toBe('http://localhost:3000');
     expect(config.env.BETTER_AUTH_BASE_URL).toBe('http://localhost:3000');
-    expect(config.env.BETTER_AUTH_TRUSTED_ORIGINS).toBe('http://localhost:3000');
+    expect(config.env.BETTER_AUTH_TRUSTED_ORIGINS).toBe('http://localhost:3000,http://127.0.0.1:3000');
     expect(config.env.BETTER_AUTH_SECRET).toBe(LOCAL_DEV_SECRET);
     expect(config.env.DATABASE_URL).toBe('file:data/fiscal.sqlite');
     expect(config.env.NEXT_PUBLIC_API_URL).toBe('');
@@ -27,12 +27,23 @@ describe('buildLocalDevConfig', () => {
     });
 
     expect(config.env.BETTER_AUTH_SECRET).toBe('real-secret');
-    expect(config.env.BETTER_AUTH_TRUSTED_ORIGINS).toBe('http://localhost:3000,https://fiscal.b11studio.xyz');
+    expect(config.env.BETTER_AUTH_TRUSTED_ORIGINS)
+      .toBe('http://localhost:3000,http://127.0.0.1:3000,https://fiscal.b11studio.xyz');
     expect(config.env.DATABASE_URL).toBe('file:data/dev.sqlite');
     expect(config.overrides.databaseChanged).toBe(false);
     expect(config.overrides.workflowChanged).toBe(false);
   });
 
+  it('trusts both localhost and 127.0.0.1 for loopback public origins', () => {
+    const config = buildLocalDevConfig({
+      DEV_PUBLIC_HOST: '127.0.0.1',
+      PORT: '3412'
+    });
+
+    expect(config.publicOrigin).toBe('http://127.0.0.1:3412');
+    expect(config.env.BETTER_AUTH_TRUSTED_ORIGINS).toBe('http://127.0.0.1:3412,http://localhost:3412');
+  });
+
   it('respects an explicit public origin override', () => {
     const config = buildLocalDevConfig({
       DEV_PUBLIC_ORIGIN: 'https://local.fiscal.test:4444/',

scripts/dev-env.ts

@@ -43,6 +43,34 @@ function toUniqueList(values: string[]) {
   return Array.from(new Set(values));
 }
 
+function isLoopbackHostname(hostname: string) {
+  return hostname === 'localhost' || hostname === '127.0.0.1' || hostname === '::1';
+}
+
+function replaceOriginHostname(origin: string, hostname: string) {
+  const url = new URL(origin);
+  url.hostname = hostname;
+  url.hash = '';
+  url.search = '';
+
+  const pathName = url.pathname.replace(/\/$/, '');
+  return `${url.origin}${pathName === '/' ? '' : pathName}`;
+}
+
+function buildTrustedOrigins(publicOrigin: string, configuredOrigins: string | undefined) {
+  const trustedOrigins = [publicOrigin];
+  const publicOriginUrl = new URL(publicOrigin);
+
+  if (isLoopbackHostname(publicOriginUrl.hostname)) {
+    trustedOrigins.push(replaceOriginHostname(publicOrigin, 'localhost'));
+    trustedOrigins.push(replaceOriginHostname(publicOrigin, '127.0.0.1'));
+  }
+
+  trustedOrigins.push(...parseCsvList(configuredOrigins));
+
+  return toUniqueList(trustedOrigins).join(',');
+}
+
 function coercePort(port: string | undefined) {
   const parsed = Number.parseInt(port ?? '', 10);
   if (Number.isInteger(parsed) && parsed > 0 && parsed <= 65535) {
@@ -113,10 +141,7 @@ export function buildLocalDevConfig(sourceEnv: EnvMap = process.env): LocalDevCo
     ? DEFAULT_DATABASE_URL
     : trim(sourceEnv.DATABASE_URL) ?? DEFAULT_DATABASE_URL;
   const secret = trim(sourceEnv.BETTER_AUTH_SECRET);
-  const trustedOrigins = toUniqueList([
+  const trustedOrigins = buildTrustedOrigins(publicOrigin, sourceEnv.BETTER_AUTH_TRUSTED_ORIGINS);
-    publicOrigin,
-    ...parseCsvList(sourceEnv.BETTER_AUTH_TRUSTED_ORIGINS)
-  ]).join(',');
 
   const env: EnvMap = {
     ...sourceEnv,