Update AI default model to glm-4.6

app/research/page.tsx

@@ -6,6 +6,7 @@ import { useQueryClient } from '@tanstack/react-query';
 import { BookOpenText, Download, FilePlus2, Filter, FolderUp, Link2, NotebookPen, Search, ShieldCheck, Sparkles, Trash2 } from 'lucide-react';
 import Link from 'next/link';
 import { useSearchParams } from 'next/navigation';
+import { ResearchCopilotPanel } from '@/components/research/research-copilot-panel';
 import { AppShell } from '@/components/shell/app-shell';
 import { Panel } from '@/components/ui/panel';
 import { Button } from '@/components/ui/button';
@@ -31,6 +32,8 @@ import type {
   ResearchArtifact,
   ResearchArtifactKind,
   ResearchArtifactSource,
+  ResearchCopilotCitation,
+  ResearchCopilotSession,
   ResearchMemo,
   ResearchMemoSection,
   ResearchWorkspace
@@ -104,6 +107,15 @@ const EMPTY_MEMO_FORM: MemoFormState = {
   nextActionsMarkdown: ''
 };
 
+const MEMO_FORM_FIELD_BY_SECTION: Record<ResearchMemoSection, keyof MemoFormState> = {
+  thesis: 'thesisMarkdown',
+  variant_view: 'variantViewMarkdown',
+  catalysts: 'catalystsMarkdown',
+  risks: 'risksMarkdown',
+  disconfirming_evidence: 'disconfirmingEvidenceMarkdown',
+  next_actions: 'nextActionsMarkdown'
+};
+
 function parseTags(value: string) {
   const unique = new Set<string>();
 
@@ -197,6 +209,8 @@ function ResearchPageContent() {
   const [uploadTitle, setUploadTitle] = useState('');
   const [uploadSummary, setUploadSummary] = useState('');
   const [uploadTags, setUploadTags] = useState('');
+  const [researchMode, setResearchMode] = useState<'workspace' | 'copilot'>('workspace');
+  const [focusTab, setFocusTab] = useState<'library' | 'memo' | 'packet'>('library');
 
   const ticker = useMemo(() => searchParams.get('ticker')?.trim().toUpperCase() ?? '', [searchParams]);
   const deferredSearch = useDeferredValue(searchInput);
@@ -253,6 +267,7 @@ function ResearchPageContent() {
   const invalidateResearch = async (symbol: string) => {
     await Promise.all([
       queryClient.invalidateQueries({ queryKey: queryKeys.researchWorkspace(symbol) }),
+      queryClient.invalidateQueries({ queryKey: queryKeys.researchCopilotSession(symbol) }),
       queryClient.invalidateQueries({ queryKey: ['research', 'library', symbol] }),
       queryClient.invalidateQueries({ queryKey: queryKeys.researchMemo(symbol) }),
       queryClient.invalidateQueries({ queryKey: queryKeys.researchPacket(symbol) }),
@@ -399,9 +414,369 @@ function ResearchPageContent() {
     }
   };
 
+  const handleCopilotSessionChange = (session: ResearchCopilotSession) => {
+    setWorkspace((current) => current ? { ...current, copilotSession: session } : current);
+  };
+
+  const handleDraftNote = (input: { title: string; summary: string; bodyMarkdown: string }) => {
+    setNoteForm({
+      id: null,
+      title: input.title,
+      summary: input.summary,
+      bodyMarkdown: input.bodyMarkdown,
+      tags: 'copilot'
+    });
+    setNotice('Loaded copilot output into the note draft editor for review.');
+  };
+
+  const handleDraftMemoSection = (section: ResearchMemoSection, contentMarkdown: string) => {
+    const field = MEMO_FORM_FIELD_BY_SECTION[section];
+    setMemoForm((current) => ({
+      ...current,
+      [field]: contentMarkdown
+    }));
+    setAttachSection(section);
+    setNotice(`Loaded copilot output into ${MEMO_SECTIONS.find((item) => item.value === section)?.label}.`);
+  };
+
+  const handleAttachCitation = async (citation: ResearchCopilotCitation, section: ResearchMemoSection) => {
+    if (!citation.artifactId) {
+      setError('This citation cannot be attached because no research artifact is available for it.');
+      return;
+    }
+
+    try {
+      const memoId = await ensureMemo();
+      await addResearchMemoEvidence({
+        memoId,
+        artifactId: citation.artifactId,
+        section
+      });
+      setNotice(`Attached cited evidence to ${MEMO_SECTIONS.find((item) => item.value === section)?.label}.`);
+      await invalidateResearch(ticker);
+      await loadWorkspace(ticker);
+    } catch (err) {
+      setError(err instanceof Error ? err.message : 'Unable to attach cited evidence');
+    }
+  };
+
   const availableTags = workspace?.availableTags ?? [];
   const memoEvidenceCount = workspace?.packet.sections.reduce((sum, section) => sum + section.evidence.length, 0) ?? 0;
 
+  const renderQuickNotePanel = () => (
+    <Panel
+      title={noteForm.id === null ? 'Quick Note' : 'Edit Note'}
+      subtitle="Capture thesis changes, diligence notes, and interpretation gaps directly into the library."
+      actions={<NotebookPen className="size-4 text-[color:var(--accent)]" />}
+    >
+      <div className="space-y-3">
+        <Input aria-label="Research note title" value={noteForm.title} onChange={(event) => setNoteForm((current) => ({ ...current, title: event.target.value }))} placeholder="Headline or checkpoint title" />
+        <Input aria-label="Research note summary" value={noteForm.summary} onChange={(event) => setNoteForm((current) => ({ ...current, summary: event.target.value }))} placeholder="One-line summary for skimming and search" />
+        <textarea
+          aria-label="Research note body"
+          value={noteForm.bodyMarkdown}
+          onChange={(event) => setNoteForm((current) => ({ ...current, bodyMarkdown: event.target.value }))}
+          placeholder="Write the actual research note, variant view, or diligence conclusion..."
+          className="min-h-[160px] 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_var(--focus-ring)]"
+        />
+        <Input aria-label="Research note tags" value={noteForm.tags} onChange={(event) => setNoteForm((current) => ({ ...current, tags: event.target.value }))} placeholder="Tags, comma-separated" />
+        <div className="flex flex-wrap gap-2">
+          <Button onClick={() => void saveNote()}>
+            <FilePlus2 className="size-4" />
+            {noteForm.id === null ? 'Save note' : 'Update note'}
+          </Button>
+          {noteForm.id !== null ? (
+            <Button variant="ghost" onClick={() => setNoteForm(EMPTY_NOTE_FORM)}>
+              Cancel edit
+            </Button>
+          ) : null}
+        </div>
+      </div>
+    </Panel>
+  );
+
+  const renderLibraryPanel = () => (
+    <Panel
+      title="Research Library"
+      subtitle={`${library.length} artifacts match the current filter set.`}
+      actions={(
+        <div className="flex items-center gap-2">
+          <span className="text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Attach to</span>
+          <select className="rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-2 py-1 text-xs text-[color:var(--terminal-bright)]" value={attachSection} onChange={(event) => setAttachSection(event.target.value as ResearchMemoSection)}>
+            {MEMO_SECTIONS.map((section) => (
+              <option key={section.value} value={section.value}>{section.label}</option>
+            ))}
+          </select>
+        </div>
+      )}
+    >
+      <div className="space-y-4">
+        <div className="grid gap-3 rounded-2xl border border-[color:var(--line-weak)] bg-[rgba(255,255,255,0.03)] p-4 lg:grid-cols-[1.4fr_repeat(3,minmax(0,1fr))]">
+          <div>
+            <label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Search</label>
+            <div className="relative">
+              <Search className="pointer-events-none absolute left-3 top-1/2 size-4 -translate-y-1/2 text-[color:var(--terminal-muted)]" />
+              <Input aria-label="Research search" className="pl-9" value={searchInput} onChange={(event) => setSearchInput(event.target.value)} placeholder="Keyword search research..." />
+            </div>
+          </div>
+          <div>
+            <label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Artifact Type</label>
+            <select aria-label="Artifact type filter" className="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)]" value={kindFilter} onChange={(event) => setKindFilter(event.target.value as '' | ResearchArtifactKind)}>
+              {KIND_OPTIONS.map((option) => (
+                <option key={option.label} value={option.value}>{option.label}</option>
+              ))}
+            </select>
+          </div>
+          <div>
+            <label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Source</label>
+            <select aria-label="Artifact source filter" className="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)]" value={sourceFilter} onChange={(event) => setSourceFilter(event.target.value as '' | ResearchArtifactSource)}>
+              {SOURCE_OPTIONS.map((option) => (
+                <option key={option.label} value={option.value}>{option.label}</option>
+              ))}
+            </select>
+          </div>
+          <div>
+            <label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Tag</label>
+            <select aria-label="Artifact tag filter" className="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)]" value={tagFilter} onChange={(event) => setTagFilter(event.target.value)}>
+              <option value="">All tags</option>
+              {availableTags.map((tag) => (
+                <option key={tag} value={tag}>{tag}</option>
+              ))}
+            </select>
+          </div>
+        </div>
+
+        <div className="flex flex-wrap items-center gap-3">
+          <label className="flex items-center gap-2 rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)]">
+            <input type="checkbox" checked={linkedOnly} onChange={(event) => setLinkedOnly(event.target.checked)} />
+            Show memo-linked evidence only
+          </label>
+          <div className="flex items-center gap-2 rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-xs text-[color:var(--terminal-muted)]">
+            <ShieldCheck className="size-4 text-[color:var(--accent)]" />
+            Private workspace scope
+          </div>
+        </div>
+
+        <div className="space-y-3">
+          {library.length === 0 ? (
+            <p className="text-sm text-[color:var(--terminal-muted)]">No artifacts match the current search and filter combination.</p>
+          ) : (
+            library.map((artifact) => (
+              <article key={artifact.id} className="rounded-2xl 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)]">
+                      {artifact.kind.replace('_', ' ')} · {artifact.source} · {formatTimestamp(artifact.updated_at)}
+                    </p>
+                    <h4 className="mt-1 text-sm font-semibold text-[color:var(--terminal-bright)]">
+                      {artifact.title ?? `${artifact.kind.replace('_', ' ')} artifact`}
+                    </h4>
+                  </div>
+                  <div className="flex flex-wrap gap-2">
+                    {artifact.kind === 'upload' && artifact.storage_path ? (
+                      <a className="inline-flex items-center gap-1 rounded-lg border border-[color:var(--line-weak)] px-2 py-1 text-xs text-[color:var(--accent)] transition hover:border-[color:var(--line-strong)]" href={getResearchArtifactFileUrl(artifact.id)}>
+                        <Download className="size-3" />
+                        File
+                      </a>
+                    ) : null}
+                    <Button variant="ghost" className="px-2 py-1 text-xs" onClick={() => void attachArtifact(artifact)}>
+                      <Link2 className="size-3" />
+                      Attach
+                    </Button>
+                    {artifact.kind === 'note' ? (
+                      <Button variant="ghost" className="px-2 py-1 text-xs" onClick={() => setNoteForm(noteFormFromArtifact(artifact))}>
+                        Edit
+                      </Button>
+                    ) : null}
+                    {artifact.source === 'user' || artifact.kind === 'upload' ? (
+                      <Button
+                        variant="danger"
+                        className="px-2 py-1 text-xs"
+                        onClick={async () => {
+                          try {
+                            await deleteResearchArtifact(artifact.id);
+                            setNotice('Removed artifact from the library.');
+                            await invalidateResearch(ticker);
+                            await loadWorkspace(ticker);
+                          } catch (err) {
+                            setError(err instanceof Error ? err.message : 'Unable to delete artifact');
+                          }
+                        }}
+                      >
+                        <Trash2 className="size-3" />
+                        Delete
+                      </Button>
+                    ) : null}
+                  </div>
+                </div>
+                {artifact.summary ? (
+                  <p className="mt-3 text-sm leading-6 text-[color:var(--terminal-bright)]">{artifact.summary}</p>
+                ) : null}
+                {artifact.body_markdown ? (
+                  <p className="mt-3 whitespace-pre-wrap text-sm leading-6 text-[color:var(--terminal-muted)]">{artifact.body_markdown}</p>
+                ) : null}
+                <div className="mt-4 flex flex-wrap gap-2">
+                  {artifact.linked_to_memo ? (
+                    <span className="rounded-full border border-[color:var(--line-strong)] px-2 py-1 text-[10px] uppercase tracking-[0.14em] text-[color:var(--accent)]">In memo</span>
+                  ) : null}
+                  {artifact.accession_number ? (
+                    <span className="rounded-full border border-[color:var(--line-weak)] px-2 py-1 text-[10px] uppercase tracking-[0.14em] text-[color:var(--terminal-muted)]">{artifact.accession_number}</span>
+                  ) : null}
+                  {artifact.tags.map((tag) => (
+                    <button
+                      key={`${artifact.id}-${tag}`}
+                      type="button"
+                      className="rounded-full border border-[color:var(--line-weak)] px-2 py-1 text-[10px] uppercase tracking-[0.14em] text-[color:var(--terminal-muted)] transition hover:border-[color:var(--line-strong)]"
+                      onClick={() => setTagFilter(tag)}
+                    >
+                      {tag}
+                    </button>
+                  ))}
+                </div>
+              </article>
+            ))
+          )}
+        </div>
+      </div>
+    </Panel>
+  );
+
+  const renderUploadPanel = () => (
+    <Panel
+      title="Upload Research"
+      subtitle="Store decks, transcripts, channel-check notes, and internal models with metadata-first handling."
+      actions={<FolderUp className="size-4 text-[color:var(--accent)]" />}
+    >
+      <div className="space-y-3">
+        <Input aria-label="Upload title" value={uploadTitle} onChange={(event) => setUploadTitle(event.target.value)} placeholder="Optional display title" />
+        <Input aria-label="Upload summary" value={uploadSummary} onChange={(event) => setUploadSummary(event.target.value)} placeholder="Optional file summary" />
+        <Input aria-label="Upload tags" value={uploadTags} onChange={(event) => setUploadTags(event.target.value)} placeholder="Tags, comma-separated" />
+        <input
+          aria-label="Upload file"
+          type="file"
+          onChange={(event) => setUploadFile(event.target.files?.[0] ?? null)}
+          className="block 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)]"
+        />
+        <Button variant="secondary" onClick={() => void uploadFileToLibrary()} disabled={!uploadFile}>
+          <UploadIcon />
+          Upload file
+        </Button>
+      </div>
+    </Panel>
+  );
+
+  const renderMemoPanel = () => (
+    <Panel
+      title="Investment Memo"
+      subtitle="This is the living buy-side thesis. Use the library to attach evidence into sections before packet review."
+      actions={<BookOpenText className="size-4 text-[color:var(--accent)]" />}
+    >
+      <div className="space-y-4">
+        <div className="grid gap-3 md:grid-cols-2">
+          <select aria-label="Memo rating" className="rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)]" value={memoForm.rating} onChange={(event) => setMemoForm((current) => ({ ...current, rating: event.target.value }))}>
+            <option value="">Rating</option>
+            <option value="strong_buy">Strong Buy</option>
+            <option value="buy">Buy</option>
+            <option value="hold">Hold</option>
+            <option value="sell">Sell</option>
+          </select>
+          <select aria-label="Memo conviction" className="rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)]" value={memoForm.conviction} onChange={(event) => setMemoForm((current) => ({ ...current, conviction: event.target.value }))}>
+            <option value="">Conviction</option>
+            <option value="high">High</option>
+            <option value="medium">Medium</option>
+            <option value="low">Low</option>
+          </select>
+        </div>
+        <div className="grid gap-3 md:grid-cols-2">
+          <Input aria-label="Memo time horizon" value={memoForm.timeHorizonMonths} onChange={(event) => setMemoForm((current) => ({ ...current, timeHorizonMonths: event.target.value }))} placeholder="Time horizon in months" />
+          <Input aria-label="Packet title" value={memoForm.packetTitle} onChange={(event) => setMemoForm((current) => ({ ...current, packetTitle: event.target.value }))} placeholder="Packet title override" />
+        </div>
+        <Input aria-label="Packet subtitle" value={memoForm.packetSubtitle} onChange={(event) => setMemoForm((current) => ({ ...current, packetSubtitle: event.target.value }))} placeholder="Packet subtitle" />
+        {MEMO_SECTIONS.map((section) => {
+          const field = MEMO_FORM_FIELD_BY_SECTION[section.value];
+
+          return (
+            <div key={section.value}>
+              <label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">{section.label}</label>
+              <textarea
+                aria-label={`Memo ${section.label}`}
+                value={memoForm[field]}
+                onChange={(event) => setMemoForm((current) => ({ ...current, [field]: event.target.value }))}
+                className="min-h-[108px] 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_var(--focus-ring)]"
+                placeholder={`Write ${section.label.toLowerCase()}...`}
+              />
+            </div>
+          );
+        })}
+        <Button onClick={() => void saveMemo()}>
+          <NotebookPen className="size-4" />
+          Save memo
+        </Button>
+      </div>
+    </Panel>
+  );
+
+  const renderPacketPanel = () => (
+    <Panel
+      title="Research Packet"
+      subtitle="Presentation-ready memo sections with attached evidence for quick PM or IC review."
+      actions={<Sparkles className="size-4 text-[color:var(--accent)]" />}
+    >
+      <div className="space-y-6">
+        {workspace!.packet.sections.map((section) => (
+          <section key={section.section} className="rounded-2xl 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)]">Packet Section</p>
+                <h3 className="mt-1 text-lg font-semibold text-[color:var(--terminal-bright)]">{section.title}</h3>
+              </div>
+              <p className="text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">{section.evidence.length} evidence items</p>
+            </div>
+            <p className="mt-4 whitespace-pre-wrap text-sm leading-7 text-[color:var(--terminal-bright)]">
+              {section.body_markdown || 'No memo content yet for this section.'}
+            </p>
+            {section.evidence.length > 0 ? (
+              <div className="mt-4 grid gap-3 lg:grid-cols-2">
+                {section.evidence.map((item) => (
+                  <article key={item.id} className="rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel)] p-3">
+                    <div className="flex items-start justify-between gap-3">
+                      <div>
+                        <p className="text-xs uppercase tracking-[0.14em] text-[color:var(--terminal-muted)]">{item.artifact.kind.replace('_', ' ')}</p>
+                        <h4 className="mt-1 text-sm font-semibold text-[color:var(--terminal-bright)]">{item.artifact.title ?? 'Untitled evidence'}</h4>
+                      </div>
+                      {workspace!.memo ? (
+                        <Button
+                          variant="ghost"
+                          className="px-2 py-1 text-xs"
+                          onClick={async () => {
+                            try {
+                              await deleteResearchMemoEvidence(workspace!.memo!.id, item.id);
+                              setNotice('Removed memo evidence.');
+                              await invalidateResearch(ticker);
+                              await loadWorkspace(ticker);
+                            } catch (err) {
+                              setError(err instanceof Error ? err.message : 'Unable to remove memo evidence');
+                            }
+                          }}
+                        >
+                          Remove
+                        </Button>
+                      ) : null}
+                    </div>
+                    {item.annotation ? (
+                      <p className="mt-2 text-sm text-[color:var(--terminal-muted)]">{item.annotation}</p>
+                    ) : null}
+                    <p className="mt-2 text-sm text-[color:var(--terminal-bright)]">{item.artifact.summary ?? item.artifact.body_markdown ?? 'No summary available.'}</p>
+                  </article>
+                ))}
+              </div>
+            ) : null}
+          </section>
+        ))}
+      </div>
+    </Panel>
+  );
+
   return (
     <AppShell
       title="Research"
@@ -413,6 +788,28 @@ function ResearchPageContent() {
       ]}
       actions={(
         <div className="flex flex-wrap gap-2">
+          <div className="inline-flex rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-1">
+            <button
+              type="button"
+              className={researchMode === 'workspace'
+                ? 'rounded-lg bg-[color:var(--panel)] px-3 py-2 text-sm text-[color:var(--terminal-bright)]'
+                : 'rounded-lg px-3 py-2 text-sm text-[color:var(--terminal-muted)] transition hover:text-[color:var(--terminal-bright)]'
+              }
+              onClick={() => setResearchMode('workspace')}
+            >
+              Workspace
+            </button>
+            <button
+              type="button"
+              className={researchMode === 'copilot'
+                ? 'rounded-lg bg-[color:var(--panel)] px-3 py-2 text-sm text-[color:var(--terminal-bright)]'
+                : 'rounded-lg px-3 py-2 text-sm text-[color:var(--terminal-muted)] transition hover:text-[color:var(--terminal-bright)]'
+              }
+              onClick={() => setResearchMode('copilot')}
+            >
+              Copilot Focus
+            </button>
+          </div>
           <Button
             variant="secondary"
             onClick={() => {
@@ -499,325 +896,75 @@ function ResearchPageContent() {
             </Panel>
           ) : (
             <>
-              <div className="grid gap-6 xl:grid-cols-[0.9fr_1.25fr_1.1fr]">
+              {researchMode === 'workspace' ? (
-                <Panel
+                <div className="grid gap-6 xl:grid-cols-[minmax(0,1.7fr)_minmax(22rem,0.85fr)]">
-                  title="Library Filters"
+                  <div className="space-y-6">
-                  subtitle="Narrow the evidence set by structure, ownership, and memo linkage."
+                    <div className="grid gap-6 xl:grid-cols-[1.05fr_0.95fr]">
-                  actions={<Filter className="size-4 text-[color:var(--accent)]" />}
+                      <div className="space-y-6">
-                >
+                        {renderQuickNotePanel()}
-                  <div className="space-y-3">
+                        {renderLibraryPanel()}
-                    <div>
+                        {renderUploadPanel()}
-                      <label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Search</label>
-                      <div className="relative">
-                        <Search className="pointer-events-none absolute left-3 top-1/2 size-4 -translate-y-1/2 text-[color:var(--terminal-muted)]" />
-                        <Input aria-label="Research search" className="pl-9" value={searchInput} onChange={(event) => setSearchInput(event.target.value)} placeholder="Keyword search research..." />
                       </div>
+                      {renderMemoPanel()}
                     </div>
-                    <div>
+                    {renderPacketPanel()}
-                      <label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Artifact Type</label>
-                      <select aria-label="Artifact type filter" className="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)]" value={kindFilter} onChange={(event) => setKindFilter(event.target.value as '' | ResearchArtifactKind)}>
-                        {KIND_OPTIONS.map((option) => (
-                          <option key={option.label} value={option.value}>{option.label}</option>
-                        ))}
-                      </select>
                   </div>
-                    <div>
+                  <ResearchCopilotPanel
-                      <label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Source</label>
+                    ticker={ticker}
-                      <select aria-label="Artifact source filter" className="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)]" value={sourceFilter} onChange={(event) => setSourceFilter(event.target.value as '' | ResearchArtifactSource)}>
+                    companyName={workspace.companyName}
-                        {SOURCE_OPTIONS.map((option) => (
+                    session={workspace.copilotSession}
-                          <option key={option.label} value={option.value}>{option.label}</option>
+                    targetSection={attachSection}
-                        ))}
+                    onSessionChange={handleCopilotSessionChange}
-                      </select>
+                    onDraftNote={handleDraftNote}
+                    onDraftMemoSection={handleDraftMemoSection}
+                    onAttachCitation={handleAttachCitation}
+                    onNotice={setNotice}
+                    onError={setError}
+                  />
                 </div>
-                    <div>
+              ) : (
-                      <label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Tag</label>
+                <div className="grid gap-6 xl:grid-cols-[minmax(0,1.25fr)_minmax(22rem,0.95fr)]">
-                      <select aria-label="Artifact tag filter" className="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)]" value={tagFilter} onChange={(event) => setTagFilter(event.target.value)}>
+                  <ResearchCopilotPanel
-                        <option value="">All tags</option>
+                    ticker={ticker}
-                        {availableTags.map((tag) => (
+                    companyName={workspace.companyName}
-                          <option key={tag} value={tag}>{tag}</option>
+                    session={workspace.copilotSession}
-                        ))}
+                    targetSection={attachSection}
-                      </select>
+                    variant="focus"
-                    </div>
+                    onSessionChange={handleCopilotSessionChange}
-                    <label className="flex items-center gap-2 rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)]">
+                    onDraftNote={handleDraftNote}
-                      <input type="checkbox" checked={linkedOnly} onChange={(event) => setLinkedOnly(event.target.checked)} />
+                    onDraftMemoSection={handleDraftMemoSection}
-                      Show memo-linked evidence only
+                    onAttachCitation={handleAttachCitation}
-                    </label>
+                    onNotice={setNotice}
-                    <div className="rounded-2xl border border-[color:var(--line-weak)] bg-[rgba(255,255,255,0.03)] p-4">
+                    onError={setError}
-                      <div className="flex items-center gap-2 text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">
+                  />
-                        <ShieldCheck className="size-4 text-[color:var(--accent)]" />
-                        Access Model
-                      </div>
-                      <p className="mt-3 text-sm text-[color:var(--terminal-muted)]">All research artifacts are private to the authenticated user in this release. The data model is prepared for workspace scopes later.</p>
-                    </div>
-                  </div>
-                </Panel>
-
                   <div className="space-y-6">
                     <Panel
-                    title={noteForm.id === null ? 'Quick Note' : 'Edit Note'}
+                      title="Research Surfaces"
-                    subtitle="Capture thesis changes, diligence notes, and interpretation gaps directly into the library."
+                      subtitle="Keep the memo, library, and packet within reach while the copilot stays full-width."
-                    actions={<NotebookPen className="size-4 text-[color:var(--accent)]" />}
+                      actions={<Filter className="size-4 text-[color:var(--accent)]" />}
                     >
-                    <div className="space-y-3">
-                      <Input aria-label="Research note title" value={noteForm.title} onChange={(event) => setNoteForm((current) => ({ ...current, title: event.target.value }))} placeholder="Headline or checkpoint title" />
-                      <Input aria-label="Research note summary" value={noteForm.summary} onChange={(event) => setNoteForm((current) => ({ ...current, summary: event.target.value }))} placeholder="One-line summary for skimming and search" />
-                      <textarea
-                        aria-label="Research note body"
-                        value={noteForm.bodyMarkdown}
-                        onChange={(event) => setNoteForm((current) => ({ ...current, bodyMarkdown: event.target.value }))}
-                        placeholder="Write the actual research note, variant view, or diligence conclusion..."
-                        className="min-h-[160px] 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_var(--focus-ring)]"
-                      />
-                      <Input aria-label="Research note tags" value={noteForm.tags} onChange={(event) => setNoteForm((current) => ({ ...current, tags: event.target.value }))} placeholder="Tags, comma-separated" />
                       <div className="flex flex-wrap gap-2">
-                        <Button onClick={() => void saveNote()}>
+                        {(['library', 'memo', 'packet'] as const).map((tab) => (
-                          <FilePlus2 className="size-4" />
-                          {noteForm.id === null ? 'Save note' : 'Update note'}
-                        </Button>
-                        {noteForm.id !== null ? (
-                          <Button variant="ghost" onClick={() => setNoteForm(EMPTY_NOTE_FORM)}>
-                            Cancel edit
-                          </Button>
-                        ) : null}
-                      </div>
-                    </div>
-                  </Panel>
-
-                  <Panel
-                    title="Research Library"
-                    subtitle={`${library.length} artifacts match the current filter set.`}
-                    actions={(
-                      <div className="flex items-center gap-2">
-                        <span className="text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Attach to</span>
-                        <select className="rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-2 py-1 text-xs text-[color:var(--terminal-bright)]" value={attachSection} onChange={(event) => setAttachSection(event.target.value as ResearchMemoSection)}>
-                          {MEMO_SECTIONS.map((section) => (
-                            <option key={section.value} value={section.value}>{section.label}</option>
-                          ))}
-                        </select>
-                      </div>
-                    )}
-                  >
-                    <div className="space-y-3">
-                      {library.length === 0 ? (
-                        <p className="text-sm text-[color:var(--terminal-muted)]">No artifacts match the current search and filter combination.</p>
-                      ) : (
-                        library.map((artifact) => (
-                          <article key={artifact.id} className="rounded-2xl 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)]">
-                                  {artifact.kind.replace('_', ' ')} · {artifact.source} · {formatTimestamp(artifact.updated_at)}
-                                </p>
-                                <h4 className="mt-1 text-sm font-semibold text-[color:var(--terminal-bright)]">
-                                  {artifact.title ?? `${artifact.kind.replace('_', ' ')} artifact`}
-                                </h4>
-                              </div>
-                              <div className="flex flex-wrap gap-2">
-                                {artifact.kind === 'upload' && artifact.storage_path ? (
-                                  <a className="inline-flex items-center gap-1 rounded-lg border border-[color:var(--line-weak)] px-2 py-1 text-xs text-[color:var(--accent)] transition hover:border-[color:var(--line-strong)]" href={getResearchArtifactFileUrl(artifact.id)}>
-                                    <Download className="size-3" />
-                                    File
-                                  </a>
-                                ) : null}
-                                <Button variant="ghost" className="px-2 py-1 text-xs" onClick={() => void attachArtifact(artifact)}>
-                                  <Link2 className="size-3" />
-                                  Attach
-                                </Button>
-                                {artifact.kind === 'note' ? (
-                                  <Button variant="ghost" className="px-2 py-1 text-xs" onClick={() => setNoteForm(noteFormFromArtifact(artifact))}>
-                                    Edit
-                                  </Button>
-                                ) : null}
-                                {artifact.source === 'user' || artifact.kind === 'upload' ? (
-                                  <Button
-                                    variant="danger"
-                                    className="px-2 py-1 text-xs"
-                                    onClick={async () => {
-                                      try {
-                                        await deleteResearchArtifact(artifact.id);
-                                        setNotice('Removed artifact from the library.');
-                                        await invalidateResearch(ticker);
-                                        await loadWorkspace(ticker);
-                                      } catch (err) {
-                                        setError(err instanceof Error ? err.message : 'Unable to delete artifact');
-                                      }
-                                    }}
-                                  >
-                                    <Trash2 className="size-3" />
-                                    Delete
-                                  </Button>
-                                ) : null}
-                              </div>
-                            </div>
-                            {artifact.summary ? (
-                              <p className="mt-3 text-sm leading-6 text-[color:var(--terminal-bright)]">{artifact.summary}</p>
-                            ) : null}
-                            {artifact.body_markdown ? (
-                              <p className="mt-3 whitespace-pre-wrap text-sm leading-6 text-[color:var(--terminal-muted)]">{artifact.body_markdown}</p>
-                            ) : null}
-                            <div className="mt-4 flex flex-wrap gap-2">
-                              {artifact.linked_to_memo ? (
-                                <span className="rounded-full border border-[color:var(--line-strong)] px-2 py-1 text-[10px] uppercase tracking-[0.14em] text-[color:var(--accent)]">In memo</span>
-                              ) : null}
-                              {artifact.accession_number ? (
-                                <span className="rounded-full border border-[color:var(--line-weak)] px-2 py-1 text-[10px] uppercase tracking-[0.14em] text-[color:var(--terminal-muted)]">{artifact.accession_number}</span>
-                              ) : null}
-                              {artifact.tags.map((tag) => (
                           <button
-                                  key={`${artifact.id}-${tag}`}
+                            key={tab}
                             type="button"
-                                  className="rounded-full border border-[color:var(--line-weak)] px-2 py-1 text-[10px] uppercase tracking-[0.14em] text-[color:var(--terminal-muted)] transition hover:border-[color:var(--line-strong)]"
+                            className={focusTab === tab
-                                  onClick={() => setTagFilter(tag)}
+                              ? 'rounded-lg border border-[color:var(--line-strong)] bg-[color:var(--panel)] px-3 py-2 text-sm text-[color:var(--terminal-bright)]'
+                              : 'rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-muted)] transition hover:text-[color:var(--terminal-bright)]'
+                            }
+                            onClick={() => setFocusTab(tab)}
                           >
-                                  {tag}
+                            {tab === 'library' ? 'Library' : tab === 'memo' ? 'Memo' : 'Packet'}
                           </button>
                         ))}
                       </div>
-                          </article>
+                    </Panel>
-                        ))
+                    {focusTab === 'library' ? renderLibraryPanel() : null}
+                    {focusTab === 'memo' ? renderMemoPanel() : null}
+                    {focusTab === 'packet' ? renderPacketPanel() : null}
+                  </div>
+                </div>
               )}
-                    </div>
-                  </Panel>
-
-                  <Panel
-                    title="Upload Research"
-                    subtitle="Store decks, transcripts, channel-check notes, and internal models with metadata-first handling."
-                    actions={<FolderUp className="size-4 text-[color:var(--accent)]" />}
-                  >
-                    <div className="space-y-3">
-                      <Input aria-label="Upload title" value={uploadTitle} onChange={(event) => setUploadTitle(event.target.value)} placeholder="Optional display title" />
-                      <Input aria-label="Upload summary" value={uploadSummary} onChange={(event) => setUploadSummary(event.target.value)} placeholder="Optional file summary" />
-                      <Input aria-label="Upload tags" value={uploadTags} onChange={(event) => setUploadTags(event.target.value)} placeholder="Tags, comma-separated" />
-                      <input
-                        aria-label="Upload file"
-                        type="file"
-                        onChange={(event) => setUploadFile(event.target.files?.[0] ?? null)}
-                        className="block 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)]"
-                      />
-                      <Button variant="secondary" onClick={() => void uploadFileToLibrary()} disabled={!uploadFile}>
-                        <UploadIcon />
-                        Upload file
-                      </Button>
-                    </div>
-                  </Panel>
-                </div>
-
-                <Panel
-                  title="Investment Memo"
-                  subtitle="This is the living buy-side thesis. Use the library to attach evidence into sections before packet review."
-                  actions={<BookOpenText className="size-4 text-[color:var(--accent)]" />}
-                >
-                  <div className="space-y-4">
-                    <div className="grid gap-3 md:grid-cols-2">
-                      <select aria-label="Memo rating" className="rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)]" value={memoForm.rating} onChange={(event) => setMemoForm((current) => ({ ...current, rating: event.target.value }))}>
-                        <option value="">Rating</option>
-                        <option value="strong_buy">Strong Buy</option>
-                        <option value="buy">Buy</option>
-                        <option value="hold">Hold</option>
-                        <option value="sell">Sell</option>
-                      </select>
-                      <select aria-label="Memo conviction" className="rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)]" value={memoForm.conviction} onChange={(event) => setMemoForm((current) => ({ ...current, conviction: event.target.value }))}>
-                        <option value="">Conviction</option>
-                        <option value="high">High</option>
-                        <option value="medium">Medium</option>
-                        <option value="low">Low</option>
-                      </select>
-                    </div>
-                    <div className="grid gap-3 md:grid-cols-2">
-                      <Input aria-label="Memo time horizon" value={memoForm.timeHorizonMonths} onChange={(event) => setMemoForm((current) => ({ ...current, timeHorizonMonths: event.target.value }))} placeholder="Time horizon in months" />
-                      <Input aria-label="Packet title" value={memoForm.packetTitle} onChange={(event) => setMemoForm((current) => ({ ...current, packetTitle: event.target.value }))} placeholder="Packet title override" />
-                    </div>
-                    <Input aria-label="Packet subtitle" value={memoForm.packetSubtitle} onChange={(event) => setMemoForm((current) => ({ ...current, packetSubtitle: event.target.value }))} placeholder="Packet subtitle" />
-                    {MEMO_SECTIONS.map((section) => {
-                      const fieldMap: Record<ResearchMemoSection, keyof MemoFormState> = {
-                        thesis: 'thesisMarkdown',
-                        variant_view: 'variantViewMarkdown',
-                        catalysts: 'catalystsMarkdown',
-                        risks: 'risksMarkdown',
-                        disconfirming_evidence: 'disconfirmingEvidenceMarkdown',
-                        next_actions: 'nextActionsMarkdown'
-                      };
-                      const field = fieldMap[section.value];
-
-                      return (
-                        <div key={section.value}>
-                          <label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">{section.label}</label>
-                          <textarea
-                            aria-label={`Memo ${section.label}`}
-                            value={memoForm[field]}
-                            onChange={(event) => setMemoForm((current) => ({ ...current, [field]: event.target.value }))}
-                            className="min-h-[108px] 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_var(--focus-ring)]"
-                            placeholder={`Write ${section.label.toLowerCase()}...`}
-                          />
-                        </div>
-                      );
-                    })}
-                    <Button onClick={() => void saveMemo()}>
-                      <NotebookPen className="size-4" />
-                      Save memo
-                    </Button>
-                  </div>
-                </Panel>
-              </div>
-
-              <Panel
-                title="Research Packet"
-                subtitle="Presentation-ready memo sections with attached evidence for quick PM or IC review."
-                actions={<Sparkles className="size-4 text-[color:var(--accent)]" />}
-              >
-                <div className="space-y-6">
-                  {workspace.packet.sections.map((section) => (
-                    <section key={section.section} className="rounded-2xl 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)]">Packet Section</p>
-                          <h3 className="mt-1 text-lg font-semibold text-[color:var(--terminal-bright)]">{section.title}</h3>
-                        </div>
-                        <p className="text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">{section.evidence.length} evidence items</p>
-                      </div>
-                      <p className="mt-4 whitespace-pre-wrap text-sm leading-7 text-[color:var(--terminal-bright)]">
-                        {section.body_markdown || 'No memo content yet for this section.'}
-                      </p>
-                      {section.evidence.length > 0 ? (
-                        <div className="mt-4 grid gap-3 lg:grid-cols-2">
-                          {section.evidence.map((item) => (
-                            <article key={item.id} className="rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel)] p-3">
-                              <div className="flex items-start justify-between gap-3">
-                                <div>
-                                  <p className="text-xs uppercase tracking-[0.14em] text-[color:var(--terminal-muted)]">{item.artifact.kind.replace('_', ' ')}</p>
-                                  <h4 className="mt-1 text-sm font-semibold text-[color:var(--terminal-bright)]">{item.artifact.title ?? 'Untitled evidence'}</h4>
-                                </div>
-                                {workspace.memo ? (
-                                  <Button
-                                    variant="ghost"
-                                    className="px-2 py-1 text-xs"
-                                    onClick={async () => {
-                                      try {
-                                        await deleteResearchMemoEvidence(workspace.memo!.id, item.id);
-                                        setNotice('Removed memo evidence.');
-                                        await invalidateResearch(ticker);
-                                        await loadWorkspace(ticker);
-                                      } catch (err) {
-                                        setError(err instanceof Error ? err.message : 'Unable to remove memo evidence');
-                                      }
-                                    }}
-                                  >
-                                    Remove
-                                  </Button>
-                                ) : null}
-                              </div>
-                              {item.annotation ? (
-                                <p className="mt-2 text-sm text-[color:var(--terminal-muted)]">{item.annotation}</p>
-                              ) : null}
-                              <p className="mt-2 text-sm text-[color:var(--terminal-bright)]">{item.artifact.summary ?? item.artifact.body_markdown ?? 'No summary available.'}</p>
-                            </article>
-                          ))}
-                        </div>
-                      ) : null}
-                    </section>
-                  ))}
-                </div>
-              </Panel>
             </>
           )}
         </>

components/dashboard/task-feed.tsx

@@ -11,7 +11,8 @@ const taskLabels: Record<Task['task_type'], string> = {
   refresh_prices: 'Refresh prices',
   analyze_filing: 'Analyze filing',
   portfolio_insights: 'Portfolio insights',
-  index_search: 'Index search'
+  index_search: 'Index search',
+  research_brief: 'Research brief'
 };
 
 export function TaskFeed({ tasks }: TaskFeedProps) {

components/research/research-copilot-panel.tsx

@@ -0,0 +1,444 @@
+'use client';
+
+import { useEffect, useMemo, useRef, useState } from 'react';
+import {
+  BrainCircuit,
+  ExternalLink,
+  FileText,
+  Link2,
+  LoaderCircle,
+  Pin,
+  PinOff,
+  Sparkles
+} from 'lucide-react';
+import { Button } from '@/components/ui/button';
+import { Panel } from '@/components/ui/panel';
+import { Input } from '@/components/ui/input';
+import { queueResearchCopilotJob, runResearchCopilotTurn } from '@/lib/api';
+import type {
+  ResearchCopilotCitation,
+  ResearchCopilotSession,
+  ResearchCopilotSuggestedAction,
+  ResearchMemoSection,
+  SearchSource
+} from '@/lib/types';
+
+type ResearchCopilotPanelProps = {
+  ticker: string;
+  companyName: string | null;
+  session: ResearchCopilotSession | null;
+  targetSection: ResearchMemoSection;
+  variant?: 'docked' | 'focus';
+  onSessionChange: (session: ResearchCopilotSession) => void;
+  onDraftNote: (input: { title: string; summary: string; bodyMarkdown: string }) => void;
+  onDraftMemoSection: (section: ResearchMemoSection, contentMarkdown: string) => void;
+  onAttachCitation: (citation: ResearchCopilotCitation, section: ResearchMemoSection) => Promise<void>;
+  onNotice: (message: string) => void;
+  onError: (message: string) => void;
+};
+
+const DEFAULT_SOURCES: SearchSource[] = ['documents', 'filings', 'research'];
+const SOURCE_OPTIONS: Array<{ value: SearchSource; label: string }> = [
+  { value: 'documents', label: 'Documents' },
+  { value: 'filings', label: 'Filing briefs' },
+  { value: 'research', label: 'Research notes' }
+];
+
+type OptimisticMessage = {
+  id: string;
+  role: 'user';
+  content_markdown: string;
+};
+
+function draftStorageKey(ticker: string) {
+  return `research-copilot-draft:${ticker}`;
+}
+
+function toSummary(markdown: string) {
+  const normalized = markdown.replace(/\s+/g, ' ').trim();
+  return normalized.length > 180 ? `${normalized.slice(0, 177).trimEnd()}...` : normalized;
+}
+
+function buildSuggestedPrompts(companyName: string | null, ticker: string) {
+  const label = companyName ?? ticker;
+  return [
+    `What changed in the latest evidence set for ${label}?`,
+    `Draft a thesis update for ${ticker} with the strongest citations.`,
+    `What evidence most directly challenges the current bull case?`
+  ];
+}
+
+export function ResearchCopilotPanel({
+  ticker,
+  companyName,
+  session,
+  targetSection,
+  variant = 'docked',
+  onSessionChange,
+  onDraftNote,
+  onDraftMemoSection,
+  onAttachCitation,
+  onNotice,
+  onError
+}: ResearchCopilotPanelProps) {
+  const scrollRef = useRef<HTMLDivElement | null>(null);
+  const [prompt, setPrompt] = useState('');
+  const [selectedSources, setSelectedSources] = useState<SearchSource[]>(session?.selected_sources ?? DEFAULT_SOURCES);
+  const [pinnedArtifactIds, setPinnedArtifactIds] = useState<number[]>(session?.pinned_artifact_ids ?? []);
+  const [optimisticMessages, setOptimisticMessages] = useState<OptimisticMessage[]>([]);
+  const [submitting, setSubmitting] = useState(false);
+  const [queueing, setQueueing] = useState(false);
+
+  useEffect(() => {
+    setSelectedSources(session?.selected_sources ?? DEFAULT_SOURCES);
+    setPinnedArtifactIds(session?.pinned_artifact_ids ?? []);
+  }, [session?.id, session?.updated_at]);
+
+  useEffect(() => {
+    const saved = typeof window === 'undefined' ? null : window.localStorage.getItem(draftStorageKey(ticker));
+    setPrompt(saved ?? '');
+  }, [ticker]);
+
+  useEffect(() => {
+    if (typeof window === 'undefined') {
+      return;
+    }
+
+    const timeout = window.setTimeout(() => {
+      window.localStorage.setItem(draftStorageKey(ticker), prompt);
+    }, 250);
+
+    return () => window.clearTimeout(timeout);
+  }, [prompt, ticker]);
+
+  useEffect(() => {
+    if (!scrollRef.current) {
+      return;
+    }
+
+    scrollRef.current.scrollTop = scrollRef.current.scrollHeight;
+  }, [session?.updated_at, optimisticMessages.length, submitting]);
+
+  const messages = useMemo(() => {
+    const persisted = session?.messages ?? [];
+    const optimistic = optimisticMessages.map((message) => ({
+      id: -1,
+      session_id: session?.id ?? 0,
+      user_id: '',
+      role: message.role,
+      content_markdown: message.content_markdown,
+      citations: [],
+      follow_ups: [],
+      suggested_actions: [],
+      selected_sources: selectedSources,
+      pinned_artifact_ids: pinnedArtifactIds,
+      memo_section: targetSection,
+      created_at: new Date().toISOString()
+    }));
+
+    return [...persisted, ...optimistic];
+  }, [optimisticMessages, pinnedArtifactIds, selectedSources, session, targetSection]);
+
+  const sendTurn = async () => {
+    const query = prompt.trim();
+    if (!query || submitting) {
+      return;
+    }
+
+    const optimisticMessage: OptimisticMessage = {
+      id: `${Date.now()}`,
+      role: 'user',
+      content_markdown: query
+    };
+    setOptimisticMessages((current) => [...current, optimisticMessage]);
+    setSubmitting(true);
+
+    try {
+      const response = await runResearchCopilotTurn({
+        ticker,
+        query,
+        sources: selectedSources,
+        pinnedArtifactIds,
+        memoSection: targetSection
+      });
+      setPrompt('');
+      setOptimisticMessages([]);
+      if (typeof window !== 'undefined') {
+        window.localStorage.removeItem(draftStorageKey(ticker));
+      }
+      onSessionChange(response.session);
+    } catch (error) {
+      setOptimisticMessages([]);
+      onError(error instanceof Error ? error.message : 'Unable to run copilot turn');
+    } finally {
+      setSubmitting(false);
+    }
+  };
+
+  const queueBrief = async (queryOverride?: string | null) => {
+    const query = queryOverride?.trim() || prompt.trim();
+    if (!query || queueing) {
+      return;
+    }
+
+    setQueueing(true);
+    try {
+      await queueResearchCopilotJob({
+        ticker,
+        query,
+        sources: selectedSources
+      });
+      onNotice('Queued research brief. Track progress in notifications.');
+    } catch (error) {
+      onError(error instanceof Error ? error.message : 'Unable to queue research brief');
+    } finally {
+      setQueueing(false);
+    }
+  };
+
+  const applySuggestedAction = async (action: ResearchCopilotSuggestedAction) => {
+    if (action.type === 'draft_note' && action.content_markdown) {
+      onDraftNote({
+        title: action.title ?? `${ticker} copilot draft`,
+        summary: toSummary(action.content_markdown),
+        bodyMarkdown: action.content_markdown
+      });
+      return;
+    }
+
+    if (action.type === 'draft_memo_section' && action.section && action.content_markdown) {
+      onDraftMemoSection(action.section, action.content_markdown);
+      return;
+    }
+
+    if (action.type === 'queue_research_brief') {
+      await queueBrief(action.query);
+    }
+  };
+
+  const suggestedPrompts = buildSuggestedPrompts(companyName, ticker);
+  const panelClassName = variant === 'focus'
+    ? 'min-h-[70vh]'
+    : 'xl:sticky xl:top-6 self-start';
+
+  return (
+    <Panel
+      className={panelClassName}
+      title={variant === 'focus' ? 'Copilot Focus' : 'Research Copilot'}
+      subtitle="Cited answers, follow-up questions, and draft actions tied directly to the current company workspace."
+      actions={<BrainCircuit className="size-4 text-[color:var(--accent)]" />}
+    >
+      <div className="space-y-4">
+        <div className="flex flex-wrap items-center gap-2">
+          <span className="rounded-full border border-[color:var(--line-strong)] bg-[color:var(--panel)] px-2 py-1 text-[10px] uppercase tracking-[0.16em] text-[color:var(--accent)]">
+            {ticker}
+          </span>
+          <span className="rounded-full border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-2 py-1 text-[10px] uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">
+            Target: {targetSection.replace('_', ' ')}
+          </span>
+          {pinnedArtifactIds.length > 0 ? (
+            <span className="rounded-full border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-2 py-1 text-[10px] uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">
+              {pinnedArtifactIds.length} pinned
+            </span>
+          ) : null}
+        </div>
+
+        <div className="flex flex-wrap gap-2">
+          {SOURCE_OPTIONS.map((option) => {
+            const selected = selectedSources.includes(option.value);
+            return (
+              <Button
+                key={option.value}
+                type="button"
+                variant={selected ? 'primary' : 'ghost'}
+                className="px-2 py-1 text-xs"
+                onClick={() => {
+                  setSelectedSources((current) => {
+                    if (selected && current.length > 1) {
+                      return current.filter((entry) => entry !== option.value);
+                    }
+
+                    return selected ? current : [...current, option.value];
+                  });
+                }}
+              >
+                {option.label}
+              </Button>
+            );
+          })}
+        </div>
+
+        <div
+          ref={scrollRef}
+          className={variant === 'focus'
+            ? 'max-h-[52vh] overflow-y-auto rounded-2xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-4'
+            : 'max-h-[36rem] overflow-y-auto rounded-2xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-4'
+          }
+        >
+          {messages.length === 0 ? (
+            <div className="space-y-3">
+              <p className="text-sm text-[color:var(--terminal-muted)]">
+                Ask for cited thesis changes, memo updates, risk summaries, or evidence gaps. This copilot uses the existing search index and current research context.
+              </p>
+              <div className="flex flex-wrap gap-2">
+                {suggestedPrompts.map((suggestion) => (
+                  <button
+                    key={suggestion}
+                    type="button"
+                    className="rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel)] px-3 py-2 text-left text-xs text-[color:var(--terminal-muted)] transition hover:border-[color:var(--line-strong)] hover:text-[color:var(--terminal-bright)]"
+                    onClick={() => setPrompt(suggestion)}
+                  >
+                    {suggestion}
+                  </button>
+                ))}
+              </div>
+            </div>
+          ) : (
+            <div className="space-y-4">
+              {messages.map((message, index) => (
+                <article
+                  key={`${message.role}-${message.created_at}-${index}`}
+                  className={message.role === 'assistant'
+                    ? 'rounded-2xl border border-[color:var(--line-weak)] bg-[color:var(--panel)] p-4'
+                    : 'rounded-2xl border border-[color:var(--line-weak)] bg-[rgba(255,255,255,0.03)] p-4'
+                  }
+                >
+                  <div className="flex items-center justify-between gap-2">
+                    <p className="text-[11px] uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">
+                      {message.role === 'assistant' ? 'Copilot' : 'You'}
+                    </p>
+                    {message.role === 'assistant' ? <Sparkles className="size-4 text-[color:var(--accent)]" /> : null}
+                  </div>
+                  <p className="mt-3 whitespace-pre-wrap text-sm leading-7 text-[color:var(--terminal-bright)]">
+                    {message.content_markdown}
+                  </p>
+
+                  {message.citations.length > 0 ? (
+                    <div className="mt-4 space-y-2">
+                      {message.citations.map((citation) => {
+                        const pinned = citation.artifactId !== null && pinnedArtifactIds.includes(citation.artifactId);
+
+                        return (
+                          <div key={`${message.id}-${citation.index}`} className="rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-3">
+                            <div className="flex flex-wrap items-start justify-between gap-2">
+                              <div>
+                                <p className="text-xs text-[color:var(--accent)]">[{citation.index}] {citation.label}</p>
+                                <p className="mt-1 text-xs text-[color:var(--terminal-muted)]">{citation.excerpt}</p>
+                              </div>
+                              <div className="flex flex-wrap gap-2">
+                                <a
+                                  href={citation.href}
+                                  className="inline-flex items-center gap-1 rounded-lg border border-[color:var(--line-weak)] px-2 py-1 text-xs text-[color:var(--accent)] transition hover:border-[color:var(--line-strong)]"
+                                >
+                                  Open
+                                  <ExternalLink className="size-3" />
+                                </a>
+                                {citation.artifactId ? (
+                                  <Button
+                                    variant="ghost"
+                                    className="px-2 py-1 text-xs"
+                                    onClick={() => {
+                                      setPinnedArtifactIds((current) => pinned
+                                        ? current.filter((entry) => entry !== citation.artifactId)
+                                        : [...current, citation.artifactId!]);
+                                    }}
+                                  >
+                                    {pinned ? <PinOff className="size-3" /> : <Pin className="size-3" />}
+                                    {pinned ? 'Unpin' : 'Pin'}
+                                  </Button>
+                                ) : null}
+                                <Button
+                                  variant="ghost"
+                                  className="px-2 py-1 text-xs"
+                                  onClick={() => {
+                                    void onAttachCitation(citation, targetSection);
+                                  }}
+                                  disabled={!citation.artifactId}
+                                >
+                                  <Link2 className="size-3" />
+                                  Attach
+                                </Button>
+                              </div>
+                            </div>
+                          </div>
+                        );
+                      })}
+                    </div>
+                  ) : null}
+
+                  {message.role === 'assistant' && message.suggested_actions.length > 0 ? (
+                    <div className="mt-4 flex flex-wrap gap-2">
+                      {message.suggested_actions.map((action) => (
+                        <Button
+                          key={action.id}
+                          variant={action.type === 'queue_research_brief' ? 'secondary' : 'ghost'}
+                          className="px-2 py-1 text-xs"
+                          onClick={() => {
+                            void applySuggestedAction(action);
+                          }}
+                        >
+                          {action.type === 'draft_note' ? <NotebookIcon /> : action.type === 'draft_memo_section' ? <FileText className="size-3" /> : <Sparkles className="size-3" />}
+                          {action.label}
+                        </Button>
+                      ))}
+                    </div>
+                  ) : null}
+
+                  {message.role === 'assistant' && message.follow_ups.length > 0 ? (
+                    <div className="mt-4 flex flex-wrap gap-2">
+                      {message.follow_ups.map((followUp) => (
+                        <button
+                          key={followUp}
+                          type="button"
+                          className="rounded-full border border-[color:var(--line-weak)] px-2 py-1 text-[11px] text-[color:var(--terminal-muted)] transition hover:border-[color:var(--line-strong)] hover:text-[color:var(--terminal-bright)]"
+                          onClick={() => setPrompt(followUp)}
+                        >
+                          {followUp}
+                        </button>
+                      ))}
+                    </div>
+                  ) : null}
+                </article>
+              ))}
+            </div>
+          )}
+          {submitting ? (
+            <div className="mt-3 flex items-center gap-2 text-xs text-[color:var(--terminal-muted)]">
+              <LoaderCircle className="size-3.5 animate-spin" />
+              Running cited research turn...
+            </div>
+          ) : null}
+        </div>
+
+        <div className="space-y-3 rounded-2xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-4">
+          <Input
+            aria-label="Research copilot prompt"
+            value={prompt}
+            onChange={(event) => setPrompt(event.target.value)}
+            placeholder="Ask for evidence-backed thesis updates, risk summaries, or draft memo language..."
+            onKeyDown={(event) => {
+              if ((event.metaKey || event.ctrlKey) && event.key === 'Enter') {
+                event.preventDefault();
+                void sendTurn();
+              }
+            }}
+          />
+          <div className="flex flex-wrap gap-2">
+            <Button onClick={() => void sendTurn()} disabled={!prompt.trim() || submitting}>
+              <BrainCircuit className="size-4" />
+              {submitting ? 'Thinking...' : 'Ask copilot'}
+            </Button>
+            <Button variant="secondary" onClick={() => void queueBrief()} disabled={!prompt.trim() || queueing}>
+              <Sparkles className="size-4" />
+              {queueing ? 'Queueing...' : 'Queue brief'}
+            </Button>
+          </div>
+        </div>
+      </div>
+    </Panel>
+  );
+}
+
+function NotebookIcon() {
+  return <FileText className="size-3" />;
+}

docs/DESIGN_SYSTEM.md

@@ -93,6 +93,20 @@ Use this ordering for most product pages:
 - Controls typically use `rounded-xl`.
 - Default panel padding is `p-4` on mobile and `sm:p-5` or `sm:p-6` on larger screens.
 
+### Research workspace modes
+
+The research product now supports two layout modes for the same ticker-scoped workspace:
+
+- `Workspace`: the default operating mode. Keep memo authoring, library management, and uploads in the primary column with the copilot docked as a sticky secondary rail.
+- `Copilot Focus`: a deep-work mode. The conversation becomes the primary surface and memo, library, and packet views move into secondary tabs.
+
+Rules:
+
+- The active ticker must remain visible in both modes.
+- Mode switches should preserve the same local state, draft state, and copilot session.
+- Secondary surfaces in focus mode should feel adjacent, not modal. Use tabbed panel switching rather than route changes for memo, library, and packet context.
+- Avoid introducing a second page shell for focus mode. The user should feel they are still inside the research workspace.
+
 ## Typography
 
 ### Font roles
@@ -231,6 +245,53 @@ Panel rules:
 
 Reference implementation: `components/ui/panel.tsx`
 
+### Research copilot panels
+
+Copilot surfaces should feel like analytical instruments, not consumer chat.
+
+Use the docked copilot rail for:
+
+- cited Q&A tied to the current ticker
+- short follow-up turns during memo work
+- pinning or attaching evidence while staying in the main workspace
+
+Use the focus copilot surface for:
+
+- multi-turn investigative sessions
+- long answers with multiple citations
+- review-first drafting into memo or notes
+
+Copilot panel rules:
+
+- Keep header copy operational and concise.
+- Show context chips for ticker, target memo section, and pinned evidence count.
+- Source toggles should be compact and behave like tool filters, not marketing pills.
+- Message cards should differentiate user and assistant turns with surface treatment, not bright color.
+- Empty states should suggest concrete research questions rather than generic onboarding copy.
+
+### Citation cards
+
+Citation cards are evidence controls, not decorative footnotes.
+
+Rules:
+
+- Lead with the citation index and source label.
+- Keep excerpts short and scan-friendly.
+- Present actions inline: `Open`, `Pin` or `Unpin`, and `Attach`.
+- Use the same card rhythm inside docked and focus copilot modes.
+- If a citation cannot be attached because no artifact exists, disable the attach action instead of hiding it.
+
+### Review-first AI write flows
+
+AI-generated content may propose note drafts, memo-section drafts, or background brief jobs, but it must not silently mutate user-authored research state.
+
+Rules:
+
+- Suggested actions should be explicit buttons on assistant messages.
+- Drafting into notes or memo sections should populate editable client form state first.
+- Persistence should happen only through the existing note or memo save actions.
+- Long-running synthesis should route through the task/notification system instead of blocking the conversation thread.
+
 ### Status pills and tags
 
 Status pills should be compact, uppercase, and visually coded, but the text label must remain meaningful on its own.

drizzle/0013_research_copilot.sql

@@ -0,0 +1,36 @@
+CREATE TABLE `research_copilot_session` (
+	`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
+	`user_id` text NOT NULL,
+	`ticker` text NOT NULL,
+	`title` text,
+	`selected_sources` text NOT NULL DEFAULT '["documents","filings","research"]',
+	`pinned_artifact_ids` text NOT NULL DEFAULT '[]',
+	`created_at` text NOT NULL,
+	`updated_at` text NOT NULL,
+	FOREIGN KEY (`user_id`) REFERENCES `user`(`id`) ON UPDATE no action ON DELETE cascade
+);
+--> statement-breakpoint
+CREATE UNIQUE INDEX `research_copilot_session_ticker_uidx` ON `research_copilot_session` (`user_id`,`ticker`);
+--> statement-breakpoint
+CREATE INDEX `research_copilot_session_updated_idx` ON `research_copilot_session` (`user_id`,`updated_at`);
+--> statement-breakpoint
+CREATE TABLE `research_copilot_message` (
+	`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
+	`session_id` integer NOT NULL,
+	`user_id` text NOT NULL,
+	`role` text NOT NULL,
+	`content_markdown` text NOT NULL,
+	`citations` text,
+	`follow_ups` text,
+	`suggested_actions` text,
+	`selected_sources` text,
+	`pinned_artifact_ids` text,
+	`memo_section` text,
+	`created_at` text NOT NULL,
+	FOREIGN KEY (`session_id`) REFERENCES `research_copilot_session`(`id`) ON UPDATE no action ON DELETE cascade,
+	FOREIGN KEY (`user_id`) REFERENCES `user`(`id`) ON UPDATE no action ON DELETE cascade
+);
+--> statement-breakpoint
+CREATE INDEX `research_copilot_message_session_idx` ON `research_copilot_message` (`session_id`,`created_at`);
+--> statement-breakpoint
+CREATE INDEX `research_copilot_message_user_idx` ON `research_copilot_message` (`user_id`,`created_at`);

drizzle/0014_brave_randall.sql

@@ -0,0 +1,393 @@
+CREATE TABLE `company_financial_bundle` (
+	`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
+	`ticker` text NOT NULL,
+	`surface_kind` text NOT NULL,
+	`cadence` text NOT NULL,
+	`bundle_version` integer NOT NULL,
+	`source_snapshot_ids` text NOT NULL,
+	`source_signature` text NOT NULL,
+	`payload` text NOT NULL,
+	`created_at` text NOT NULL,
+	`updated_at` text NOT NULL
+);
+--> statement-breakpoint
+CREATE UNIQUE INDEX `company_financial_bundle_uidx` ON `company_financial_bundle` (`ticker`,`surface_kind`,`cadence`);--> statement-breakpoint
+CREATE INDEX `company_financial_bundle_ticker_idx` ON `company_financial_bundle` (`ticker`,`updated_at`);--> statement-breakpoint
+CREATE TABLE `company_overview_cache` (
+	`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
+	`user_id` text NOT NULL,
+	`ticker` text NOT NULL,
+	`cache_version` integer NOT NULL,
+	`source_signature` text NOT NULL,
+	`payload` text NOT NULL,
+	`created_at` text NOT NULL,
+	`updated_at` text NOT NULL,
+	FOREIGN KEY (`user_id`) REFERENCES `user`(`id`) ON UPDATE no action ON DELETE cascade
+);
+--> statement-breakpoint
+CREATE UNIQUE INDEX `company_overview_cache_uidx` ON `company_overview_cache` (`user_id`,`ticker`);--> statement-breakpoint
+CREATE INDEX `company_overview_cache_lookup_idx` ON `company_overview_cache` (`user_id`,`ticker`,`updated_at`);--> statement-breakpoint
+CREATE TABLE `filing_statement_snapshot` (
+	`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
+	`filing_id` integer NOT NULL,
+	`ticker` text NOT NULL,
+	`filing_date` text NOT NULL,
+	`filing_type` text NOT NULL,
+	`period_end` text,
+	`statement_bundle` text,
+	`standardized_bundle` text,
+	`dimension_bundle` text,
+	`parse_status` text NOT NULL,
+	`parse_error` text,
+	`source` text NOT NULL,
+	`created_at` text NOT NULL,
+	`updated_at` text NOT NULL,
+	FOREIGN KEY (`filing_id`) REFERENCES `filing`(`id`) ON UPDATE no action ON DELETE cascade
+);
+--> statement-breakpoint
+CREATE UNIQUE INDEX `filing_stmt_filing_uidx` ON `filing_statement_snapshot` (`filing_id`);--> statement-breakpoint
+CREATE INDEX `filing_stmt_ticker_date_idx` ON `filing_statement_snapshot` (`ticker`,`filing_date`);--> statement-breakpoint
+CREATE INDEX `filing_stmt_date_idx` ON `filing_statement_snapshot` (`filing_date`);--> statement-breakpoint
+CREATE INDEX `filing_stmt_status_idx` ON `filing_statement_snapshot` (`parse_status`);--> statement-breakpoint
+CREATE TABLE `filing_taxonomy_asset` (
+	`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
+	`snapshot_id` integer NOT NULL,
+	`asset_type` text NOT NULL,
+	`name` text NOT NULL,
+	`url` text NOT NULL,
+	`size_bytes` integer,
+	`score` numeric,
+	`is_selected` integer DEFAULT false NOT NULL,
+	`created_at` text NOT NULL,
+	FOREIGN KEY (`snapshot_id`) REFERENCES `filing_taxonomy_snapshot`(`id`) ON UPDATE no action ON DELETE cascade
+);
+--> statement-breakpoint
+CREATE INDEX `filing_taxonomy_asset_snapshot_idx` ON `filing_taxonomy_asset` (`snapshot_id`);--> statement-breakpoint
+CREATE INDEX `filing_taxonomy_asset_type_idx` ON `filing_taxonomy_asset` (`snapshot_id`,`asset_type`);--> statement-breakpoint
+CREATE TABLE `filing_taxonomy_concept` (
+	`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
+	`snapshot_id` integer NOT NULL,
+	`concept_key` text NOT NULL,
+	`qname` text NOT NULL,
+	`namespace_uri` text NOT NULL,
+	`local_name` text NOT NULL,
+	`label` text,
+	`is_extension` integer DEFAULT false NOT NULL,
+	`balance` text,
+	`period_type` text,
+	`data_type` text,
+	`statement_kind` text,
+	`role_uri` text,
+	`authoritative_concept_key` text,
+	`mapping_method` text,
+	`surface_key` text,
+	`detail_parent_surface_key` text,
+	`kpi_key` text,
+	`residual_flag` integer DEFAULT false NOT NULL,
+	`presentation_order` numeric,
+	`presentation_depth` integer,
+	`parent_concept_key` text,
+	`is_abstract` integer DEFAULT false NOT NULL,
+	`created_at` text NOT NULL,
+	FOREIGN KEY (`snapshot_id`) REFERENCES `filing_taxonomy_snapshot`(`id`) ON UPDATE no action ON DELETE cascade
+);
+--> statement-breakpoint
+CREATE INDEX `filing_taxonomy_concept_snapshot_idx` ON `filing_taxonomy_concept` (`snapshot_id`);--> statement-breakpoint
+CREATE INDEX `filing_taxonomy_concept_statement_idx` ON `filing_taxonomy_concept` (`snapshot_id`,`statement_kind`);--> statement-breakpoint
+CREATE UNIQUE INDEX `filing_taxonomy_concept_uidx` ON `filing_taxonomy_concept` (`snapshot_id`,`concept_key`,`role_uri`,`presentation_order`);--> statement-breakpoint
+CREATE TABLE `filing_taxonomy_context` (
+	`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
+	`snapshot_id` integer NOT NULL,
+	`context_id` text NOT NULL,
+	`entity_identifier` text,
+	`entity_scheme` text,
+	`period_start` text,
+	`period_end` text,
+	`period_instant` text,
+	`segment_json` text,
+	`scenario_json` text,
+	`created_at` text NOT NULL,
+	FOREIGN KEY (`snapshot_id`) REFERENCES `filing_taxonomy_snapshot`(`id`) ON UPDATE no action ON DELETE cascade
+);
+--> statement-breakpoint
+CREATE INDEX `filing_taxonomy_context_snapshot_idx` ON `filing_taxonomy_context` (`snapshot_id`);--> statement-breakpoint
+CREATE UNIQUE INDEX `filing_taxonomy_context_uidx` ON `filing_taxonomy_context` (`snapshot_id`,`context_id`);--> statement-breakpoint
+CREATE TABLE `filing_taxonomy_fact` (
+	`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
+	`snapshot_id` integer NOT NULL,
+	`concept_key` text NOT NULL,
+	`qname` text NOT NULL,
+	`namespace_uri` text NOT NULL,
+	`local_name` text NOT NULL,
+	`data_type` text,
+	`statement_kind` text,
+	`role_uri` text,
+	`authoritative_concept_key` text,
+	`mapping_method` text,
+	`surface_key` text,
+	`detail_parent_surface_key` text,
+	`kpi_key` text,
+	`residual_flag` integer DEFAULT false NOT NULL,
+	`context_id` text NOT NULL,
+	`unit` text,
+	`decimals` text,
+	`precision` text,
+	`nil` integer DEFAULT false NOT NULL,
+	`value_num` numeric NOT NULL,
+	`period_start` text,
+	`period_end` text,
+	`period_instant` text,
+	`dimensions` text NOT NULL,
+	`is_dimensionless` integer DEFAULT true NOT NULL,
+	`source_file` text,
+	`created_at` text NOT NULL,
+	FOREIGN KEY (`snapshot_id`) REFERENCES `filing_taxonomy_snapshot`(`id`) ON UPDATE no action ON DELETE cascade
+);
+--> statement-breakpoint
+CREATE INDEX `filing_taxonomy_fact_snapshot_idx` ON `filing_taxonomy_fact` (`snapshot_id`);--> statement-breakpoint
+CREATE INDEX `filing_taxonomy_fact_concept_idx` ON `filing_taxonomy_fact` (`snapshot_id`,`concept_key`);--> statement-breakpoint
+CREATE INDEX `filing_taxonomy_fact_period_idx` ON `filing_taxonomy_fact` (`snapshot_id`,`period_end`,`period_instant`);--> statement-breakpoint
+CREATE INDEX `filing_taxonomy_fact_statement_idx` ON `filing_taxonomy_fact` (`snapshot_id`,`statement_kind`);--> statement-breakpoint
+CREATE TABLE `filing_taxonomy_metric_validation` (
+	`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
+	`snapshot_id` integer NOT NULL,
+	`metric_key` text NOT NULL,
+	`taxonomy_value` numeric,
+	`llm_value` numeric,
+	`absolute_diff` numeric,
+	`relative_diff` numeric,
+	`status` text NOT NULL,
+	`evidence_pages` text NOT NULL,
+	`pdf_url` text,
+	`provider` text,
+	`model` text,
+	`error` text,
+	`created_at` text NOT NULL,
+	`updated_at` text NOT NULL,
+	FOREIGN KEY (`snapshot_id`) REFERENCES `filing_taxonomy_snapshot`(`id`) ON UPDATE no action ON DELETE cascade
+);
+--> statement-breakpoint
+CREATE INDEX `filing_taxonomy_metric_validation_snapshot_idx` ON `filing_taxonomy_metric_validation` (`snapshot_id`);--> statement-breakpoint
+CREATE INDEX `filing_taxonomy_metric_validation_status_idx` ON `filing_taxonomy_metric_validation` (`snapshot_id`,`status`);--> statement-breakpoint
+CREATE UNIQUE INDEX `filing_taxonomy_metric_validation_uidx` ON `filing_taxonomy_metric_validation` (`snapshot_id`,`metric_key`);--> statement-breakpoint
+CREATE TABLE `filing_taxonomy_snapshot` (
+	`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
+	`filing_id` integer NOT NULL,
+	`ticker` text NOT NULL,
+	`filing_date` text NOT NULL,
+	`filing_type` text NOT NULL,
+	`parse_status` text NOT NULL,
+	`parse_error` text,
+	`source` text NOT NULL,
+	`parser_engine` text DEFAULT 'fiscal-xbrl' NOT NULL,
+	`parser_version` text DEFAULT 'unknown' NOT NULL,
+	`taxonomy_regime` text DEFAULT 'unknown' NOT NULL,
+	`fiscal_pack` text,
+	`periods` text,
+	`faithful_rows` text,
+	`statement_rows` text,
+	`surface_rows` text,
+	`detail_rows` text,
+	`kpi_rows` text,
+	`derived_metrics` text,
+	`validation_result` text,
+	`normalization_summary` text,
+	`facts_count` integer DEFAULT 0 NOT NULL,
+	`concepts_count` integer DEFAULT 0 NOT NULL,
+	`dimensions_count` integer DEFAULT 0 NOT NULL,
+	`created_at` text NOT NULL,
+	`updated_at` text NOT NULL,
+	FOREIGN KEY (`filing_id`) REFERENCES `filing`(`id`) ON UPDATE no action ON DELETE cascade
+);
+--> statement-breakpoint
+CREATE UNIQUE INDEX `filing_taxonomy_snapshot_filing_uidx` ON `filing_taxonomy_snapshot` (`filing_id`);--> statement-breakpoint
+CREATE INDEX `filing_taxonomy_snapshot_ticker_date_idx` ON `filing_taxonomy_snapshot` (`ticker`,`filing_date`);--> statement-breakpoint
+CREATE INDEX `filing_taxonomy_snapshot_status_idx` ON `filing_taxonomy_snapshot` (`parse_status`);--> statement-breakpoint
+CREATE TABLE `research_artifact` (
+	`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
+	`user_id` text NOT NULL,
+	`organization_id` text,
+	`ticker` text NOT NULL,
+	`accession_number` text,
+	`kind` text NOT NULL,
+	`source` text DEFAULT 'user' NOT NULL,
+	`subtype` text,
+	`title` text,
+	`summary` text,
+	`body_markdown` text,
+	`search_text` text,
+	`visibility_scope` text DEFAULT 'private' NOT NULL,
+	`tags` text,
+	`metadata` text,
+	`file_name` text,
+	`mime_type` text,
+	`file_size_bytes` integer,
+	`storage_path` 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,
+	FOREIGN KEY (`organization_id`) REFERENCES `organization`(`id`) ON UPDATE no action ON DELETE set null
+);
+--> statement-breakpoint
+CREATE INDEX `research_artifact_ticker_idx` ON `research_artifact` (`user_id`,`ticker`,`updated_at`);--> statement-breakpoint
+CREATE INDEX `research_artifact_kind_idx` ON `research_artifact` (`user_id`,`kind`,`updated_at`);--> statement-breakpoint
+CREATE INDEX `research_artifact_accession_idx` ON `research_artifact` (`user_id`,`accession_number`);--> statement-breakpoint
+CREATE INDEX `research_artifact_source_idx` ON `research_artifact` (`user_id`,`source`,`updated_at`);--> statement-breakpoint
+CREATE TABLE `research_copilot_message` (
+	`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
+	`session_id` integer NOT NULL,
+	`user_id` text NOT NULL,
+	`role` text NOT NULL,
+	`content_markdown` text NOT NULL,
+	`citations` text,
+	`follow_ups` text,
+	`suggested_actions` text,
+	`selected_sources` text,
+	`pinned_artifact_ids` text,
+	`memo_section` text,
+	`created_at` text NOT NULL,
+	FOREIGN KEY (`session_id`) REFERENCES `research_copilot_session`(`id`) ON UPDATE no action ON DELETE cascade,
+	FOREIGN KEY (`user_id`) REFERENCES `user`(`id`) ON UPDATE no action ON DELETE cascade
+);
+--> statement-breakpoint
+CREATE INDEX `research_copilot_message_session_idx` ON `research_copilot_message` (`session_id`,`created_at`);--> statement-breakpoint
+CREATE INDEX `research_copilot_message_user_idx` ON `research_copilot_message` (`user_id`,`created_at`);--> statement-breakpoint
+CREATE TABLE `research_copilot_session` (
+	`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
+	`user_id` text NOT NULL,
+	`ticker` text NOT NULL,
+	`title` text,
+	`selected_sources` text NOT NULL,
+	`pinned_artifact_ids` text NOT NULL,
+	`created_at` text NOT NULL,
+	`updated_at` text NOT NULL,
+	FOREIGN KEY (`user_id`) REFERENCES `user`(`id`) ON UPDATE no action ON DELETE cascade
+);
+--> statement-breakpoint
+CREATE UNIQUE INDEX `research_copilot_session_ticker_uidx` ON `research_copilot_session` (`user_id`,`ticker`);--> statement-breakpoint
+CREATE INDEX `research_copilot_session_updated_idx` ON `research_copilot_session` (`user_id`,`updated_at`);--> statement-breakpoint
+CREATE TABLE `research_journal_entry` (
+	`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
+	`user_id` text NOT NULL,
+	`ticker` text NOT NULL,
+	`accession_number` text,
+	`entry_type` text NOT NULL,
+	`title` text,
+	`body_markdown` text NOT NULL,
+	`metadata` 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
+);
+--> statement-breakpoint
+CREATE INDEX `research_journal_ticker_idx` ON `research_journal_entry` (`user_id`,`ticker`,`created_at`);--> statement-breakpoint
+CREATE INDEX `research_journal_accession_idx` ON `research_journal_entry` (`user_id`,`accession_number`);--> statement-breakpoint
+CREATE TABLE `research_memo` (
+	`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
+	`user_id` text NOT NULL,
+	`organization_id` text,
+	`ticker` text NOT NULL,
+	`rating` text,
+	`conviction` text,
+	`time_horizon_months` integer,
+	`packet_title` text,
+	`packet_subtitle` text,
+	`thesis_markdown` text DEFAULT '' NOT NULL,
+	`variant_view_markdown` text DEFAULT '' NOT NULL,
+	`catalysts_markdown` text DEFAULT '' NOT NULL,
+	`risks_markdown` text DEFAULT '' NOT NULL,
+	`disconfirming_evidence_markdown` text DEFAULT '' NOT NULL,
+	`next_actions_markdown` text DEFAULT '' NOT NULL,
+	`created_at` text NOT NULL,
+	`updated_at` text NOT NULL,
+	FOREIGN KEY (`user_id`) REFERENCES `user`(`id`) ON UPDATE no action ON DELETE cascade,
+	FOREIGN KEY (`organization_id`) REFERENCES `organization`(`id`) ON UPDATE no action ON DELETE set null
+);
+--> statement-breakpoint
+CREATE UNIQUE INDEX `research_memo_ticker_uidx` ON `research_memo` (`user_id`,`ticker`);--> statement-breakpoint
+CREATE INDEX `research_memo_updated_idx` ON `research_memo` (`user_id`,`updated_at`);--> statement-breakpoint
+CREATE TABLE `research_memo_evidence` (
+	`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
+	`memo_id` integer NOT NULL,
+	`artifact_id` integer NOT NULL,
+	`section` text NOT NULL,
+	`annotation` text,
+	`sort_order` integer DEFAULT 0 NOT NULL,
+	`created_at` text NOT NULL,
+	FOREIGN KEY (`memo_id`) REFERENCES `research_memo`(`id`) ON UPDATE no action ON DELETE cascade,
+	FOREIGN KEY (`artifact_id`) REFERENCES `research_artifact`(`id`) ON UPDATE no action ON DELETE cascade
+);
+--> statement-breakpoint
+CREATE INDEX `research_memo_evidence_memo_idx` ON `research_memo_evidence` (`memo_id`,`section`,`sort_order`);--> statement-breakpoint
+CREATE INDEX `research_memo_evidence_artifact_idx` ON `research_memo_evidence` (`artifact_id`);--> statement-breakpoint
+CREATE UNIQUE INDEX `research_memo_evidence_unique_uidx` ON `research_memo_evidence` (`memo_id`,`artifact_id`,`section`);--> statement-breakpoint
+CREATE TABLE `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
+);
+--> statement-breakpoint
+CREATE UNIQUE INDEX `search_chunk_document_chunk_uidx` ON `search_chunk` (`document_id`,`chunk_index`);--> statement-breakpoint
+CREATE INDEX `search_chunk_document_idx` ON `search_chunk` (`document_id`);--> statement-breakpoint
+CREATE TABLE `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,
+	`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
+);
+--> statement-breakpoint
+CREATE UNIQUE INDEX `search_document_source_uidx` ON `search_document` (`scope`,`ifnull("user_id"`,` '')`,`source_kind`,`source_ref`);--> statement-breakpoint
+CREATE INDEX `search_document_scope_idx` ON `search_document` (`scope`,`source_kind`,`ticker`,`updated_at`);--> statement-breakpoint
+CREATE INDEX `search_document_accession_idx` ON `search_document` (`accession_number`,`source_kind`);--> statement-breakpoint
+CREATE TABLE `task_stage_event` (
+	`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
+	`task_id` text NOT NULL,
+	`user_id` text NOT NULL,
+	`stage` text NOT NULL,
+	`stage_detail` text,
+	`stage_context` text,
+	`status` text NOT NULL,
+	`created_at` text NOT NULL,
+	FOREIGN KEY (`task_id`) REFERENCES `task_run`(`id`) ON UPDATE no action ON DELETE cascade,
+	FOREIGN KEY (`user_id`) REFERENCES `user`(`id`) ON UPDATE no action ON DELETE cascade
+);
+--> statement-breakpoint
+CREATE INDEX `task_stage_event_task_created_idx` ON `task_stage_event` (`task_id`,`created_at`);--> statement-breakpoint
+CREATE INDEX `task_stage_event_user_created_idx` ON `task_stage_event` (`user_id`,`created_at`);--> statement-breakpoint
+ALTER TABLE `holding` ADD `company_name` text;--> statement-breakpoint
+ALTER TABLE `task_run` ADD `stage` text NOT NULL;--> statement-breakpoint
+ALTER TABLE `task_run` ADD `stage_detail` text;--> statement-breakpoint
+ALTER TABLE `task_run` ADD `stage_context` text;--> statement-breakpoint
+ALTER TABLE `task_run` ADD `resource_key` text;--> statement-breakpoint
+ALTER TABLE `task_run` ADD `notification_read_at` text;--> statement-breakpoint
+ALTER TABLE `task_run` ADD `notification_silenced_at` text;--> statement-breakpoint
+CREATE INDEX `task_user_updated_idx` ON `task_run` (`user_id`,`updated_at`);--> statement-breakpoint
+CREATE INDEX `task_user_resource_status_idx` ON `task_run` (`user_id`,`task_type`,`resource_key`,`status`,`created_at`);--> statement-breakpoint
+ALTER TABLE `watchlist_item` ADD `category` text;--> statement-breakpoint
+ALTER TABLE `watchlist_item` ADD `tags` text;--> statement-breakpoint
+ALTER TABLE `watchlist_item` ADD `status` text DEFAULT 'backlog' NOT NULL;--> statement-breakpoint
+ALTER TABLE `watchlist_item` ADD `priority` text DEFAULT 'medium' NOT NULL;--> statement-breakpoint
+ALTER TABLE `watchlist_item` ADD `updated_at` text NOT NULL;--> statement-breakpoint
+ALTER TABLE `watchlist_item` ADD `last_reviewed_at` text;--> statement-breakpoint
+CREATE INDEX `watchlist_user_updated_idx` ON `watchlist_item` (`user_id`,`updated_at`);

drizzle/meta/_journal.json

@@ -85,6 +85,27 @@
       "when": 1773180000000,
       "tag": "0011_remove_legacy_xbrl_defaults",
       "breakpoints": true
+    },
+    {
+      "idx": 12,
+      "version": "6",
+      "when": 1773309600000,
+      "tag": "0012_company_overview_cache",
+      "breakpoints": true
+    },
+    {
+      "idx": 13,
+      "version": "6",
+      "when": 1773514800000,
+      "tag": "0013_research_copilot",
+      "breakpoints": true
+    },
+    {
+      "idx": 14,
+      "version": "6",
+      "when": 1773533245431,
+      "tag": "0014_brave_randall",
+      "breakpoints": true
     }
   ]
 }

e2e/research-mvp.spec.ts

@@ -176,19 +176,26 @@ test('supports the core coverage-to-research workflow', async ({ page }, testInf
   await page.getByLabel('Coverage tags').fill('AI, semis');
   await page.getByRole('button', { name: 'Save coverage' }).click();
 
-  await expect(page.getByRole('cell', { name: 'NVIDIA Corporation' })).toBeVisible();
+  const coverageTable = page.locator('.data-table-wrap:visible');
-  await page.getByLabel('NVDA status').selectOption('active');
+  const nvdaRow = coverageTable.locator('tbody tr').filter({
-  await expect(page.getByLabel('NVDA status')).toHaveValue('active');
+    has: page.getByText('NVIDIA Corporation')
-  await page.getByLabel('NVDA priority').selectOption('high');
+  });
-  await expect(page.getByLabel('NVDA priority')).toHaveValue('high');
 
-  await page.getByRole('link', { name: /^Open overview/ }).first().click();
+  await expect(coverageTable).toHaveCount(1);
+  await expect(nvdaRow).toHaveCount(1);
+  await page.waitForFunction(() => window.innerWidth >= 1024);
+  await nvdaRow.getByLabel('NVDA status').selectOption('active');
+  await expect(nvdaRow.getByLabel('NVDA status')).toHaveValue('active');
+  await nvdaRow.getByLabel('NVDA priority').selectOption('high');
+  await expect(nvdaRow.getByLabel('NVDA priority')).toHaveValue('high');
+
+  await nvdaRow.locator('a[href="/analysis?ticker=NVDA"]').click();
   await expect(page).toHaveURL(/\/analysis\?ticker=NVDA/);
   await expect(page.getByText('Bull vs Bear')).toBeVisible();
   await expect(page.getByText('Past 7 Days')).toBeVisible();
-  await expect(page.getByText('Recent Developments')).toBeVisible();
+  await expect(page.getByRole('heading', { name: 'Recent Developments' })).toBeVisible();
 
-  await page.getByRole('link', { name: 'Research' }).first().click();
+  await page.locator('a[href="/research?ticker=NVDA"]').first().click();
   await expect(page).toHaveURL(/\/research\?ticker=NVDA/);
   await page.getByLabel('Research note title').fill('Own-the-stack moat check');
   await page.getByLabel('Research note summary').fill('Initial moat checkpoint');
@@ -213,6 +220,16 @@ test('supports the core coverage-to-research workflow', async ({ page }, testInf
   await page.goto('/research?ticker=NVDA');
   await page.waitForLoadState('networkidle');
   await expect(page).toHaveURL(/\/research\?ticker=NVDA/);
+  await expect(page.getByRole('button', { name: 'Workspace' })).toBeVisible();
+  await expect(page.getByRole('button', { name: 'Copilot Focus' })).toBeVisible();
+  await expect(page.getByText('Research Copilot')).toBeVisible();
+  await expect(page.getByLabel('Research copilot prompt')).toBeVisible();
+  await page.getByRole('button', { name: 'Copilot Focus' }).click();
+  await expect(page.getByText('Copilot Focus')).toBeVisible();
+  await expect(page.getByRole('button', { name: 'Library' })).toBeVisible();
+  await expect(page.getByRole('button', { name: 'Memo' })).toBeVisible();
+  await expect(page.getByRole('button', { name: 'Packet' })).toBeVisible();
+  await page.getByRole('button', { name: 'Workspace' }).click();
   await expect(page.getByRole('heading', { name: '10-K AI memo' }).first()).toBeVisible();
 
   await page.getByLabel('Memo rating').selectOption('buy');

hooks/use-task-notifications-center.ts

@@ -246,6 +246,11 @@ export function useTaskNotificationsCenter(): UseTaskNotificationsCenterResult {
         void queryClient.invalidateQueries({ queryKey: ['portfolio', 'insights', 'latest'] });
         break;
       }
+      case 'research_brief': {
+        void queryClient.invalidateQueries({ queryKey: ['research'] });
+        void queryClient.invalidateQueries({ queryKey: ['analysis'] });
+        break;
+      }
       default:
         break;
     }

lib/api.ts

@@ -15,6 +15,8 @@ import type {
   ResearchArtifact,
   ResearchArtifactKind,
   ResearchArtifactSource,
+  ResearchCopilotSession,
+  ResearchCopilotTurnResponse,
   ResearchJournalEntry,
   ResearchJournalEntryType,
   SearchAnswerResponse,
@@ -226,6 +228,48 @@ export async function getResearchWorkspace(ticker: string) {
   }, 'Unable to fetch research workspace');
 }
 
+export async function getResearchCopilotSession(ticker: string) {
+  return await requestJson<{ session: ResearchCopilotSession | null }>({
+    path: `/api/research/copilot/session?ticker=${encodeURIComponent(ticker.trim().toUpperCase())}`
+  }, 'Unable to fetch research copilot session');
+}
+
+export async function runResearchCopilotTurn(input: {
+  ticker: string;
+  query: string;
+  sources?: SearchSource[];
+  pinnedArtifactIds?: number[];
+  memoSection?: ResearchMemoSection | null;
+}) {
+  return await requestJson<ResearchCopilotTurnResponse>({
+    path: '/api/research/copilot/turn',
+    method: 'POST',
+    body: {
+      ticker: input.ticker.trim().toUpperCase(),
+      query: input.query.trim(),
+      ...(input.sources && input.sources.length > 0 ? { sources: input.sources } : {}),
+      ...(input.pinnedArtifactIds && input.pinnedArtifactIds.length > 0 ? { pinnedArtifactIds: input.pinnedArtifactIds } : {}),
+      ...(input.memoSection ? { memoSection: input.memoSection } : {})
+    }
+  }, 'Unable to run research copilot turn');
+}
+
+export async function queueResearchCopilotJob(input: {
+  ticker: string;
+  query: string;
+  sources?: SearchSource[];
+}) {
+  return await requestJson<{ task: Task }>({
+    path: '/api/research/copilot/job',
+    method: 'POST',
+    body: {
+      ticker: input.ticker.trim().toUpperCase(),
+      query: input.query.trim(),
+      ...(input.sources && input.sources.length > 0 ? { sources: input.sources } : {})
+    }
+  }, 'Unable to queue research brief');
+}
+
 export async function listResearchLibrary(input: {
   ticker: string;
   q?: string;

lib/query/keys.ts

@@ -15,6 +15,7 @@ export const queryKeys = {
   search: (query: string, ticker: string | null, sources: string[], limit: number) => ['search', query, ticker ?? '', sources.join(','), limit] as const,
   report: (accessionNumber: string) => ['report', accessionNumber] as const,
   researchWorkspace: (ticker: string) => ['research', 'workspace', ticker] as const,
+  researchCopilotSession: (ticker: string) => ['research', 'copilot', 'session', ticker] as const,
   researchLibrary: (
     ticker: string,
     q: string,

lib/query/options.ts

@@ -5,6 +5,7 @@ import {
   getCompanyFinancialStatements,
   getLatestPortfolioInsight,
   getPortfolioSummary,
+  getResearchCopilotSession,
   searchKnowledge,
   getResearchMemo,
   getResearchPacket,
@@ -139,6 +140,16 @@ export function researchWorkspaceQueryOptions(ticker: string) {
   });
 }
 
+export function researchCopilotSessionQueryOptions(ticker: string) {
+  const normalizedTicker = ticker.trim().toUpperCase();
+
+  return queryOptions({
+    queryKey: queryKeys.researchCopilotSession(normalizedTicker),
+    queryFn: () => getResearchCopilotSession(normalizedTicker),
+    staleTime: 10_000
+  });
+}
+
 export function researchLibraryQueryOptions(input: {
   ticker: string;
   q?: string;

lib/server/ai.test.ts

@@ -24,7 +24,7 @@ describe('ai config and runtime', () => {
     expect(config.provider).toBe('zhipu');
     expect(config.apiKey).toBe('key');
     expect(config.baseUrl).toBe(CODING_API_BASE_URL);
-    expect(config.model).toBe('glm-5');
+    expect(config.model).toBe('glm-4.6');
     expect(config.temperature).toBe(0.2);
   });
 
@@ -80,7 +80,7 @@ describe('ai config and runtime', () => {
       expect(config.provider).toBe('zhipu');
       expect(config.apiKey).toBe('new-key');
       expect(config.baseUrl).toBe(CODING_API_BASE_URL);
-      expect(config.model).toBe('glm-5');
+      expect(config.model).toBe('glm-4.6');
       expect(config.temperature).toBe(0);
       return { modelId: config.model };
     });
@@ -109,7 +109,7 @@ describe('ai config and runtime', () => {
     });
 
     expect(result.provider).toBe('zhipu');
-    expect(result.model).toBe('glm-5');
+    expect(result.model).toBe('glm-4.6');
     expect(result.text).toBe('{"summary":"ok"}');
     expect(createModel).toHaveBeenCalledTimes(1);
     expect(generate).toHaveBeenCalledTimes(1);

lib/server/ai.ts

@@ -155,7 +155,7 @@ export function getReportAiConfig(options?: GetAiConfigOptions) {
     provider: 'zhipu',
     apiKey: envValue('ZHIPU_API_KEY', env),
     baseUrl: CODING_API_BASE_URL,
-    model: envValue('ZHIPU_MODEL', env) ?? 'glm-5',
+    model: envValue('ZHIPU_MODEL', env) ?? 'glm-4.6',
     temperature: parseTemperature(envValue('AI_TEMPERATURE', env))
   } satisfies AiConfig;
 }

lib/server/api/app.ts

@@ -21,6 +21,7 @@ import { requireAuthenticatedSession } from '@/lib/server/auth-session';
 import { getLatestFinancialIngestionSchemaStatus } from '@/lib/server/db/financial-ingestion-schema';
 import { asErrorMessage, jsonError } from '@/lib/server/http';
 import { buildPortfolioSummary } from '@/lib/server/portfolio';
+import { runResearchCopilotTurn } from '@/lib/server/research-copilot';
 import {
   defaultFinancialSyncLimit,
   getCompanyFinancials
@@ -61,6 +62,7 @@ import {
   listResearchJournalEntries,
   updateResearchJournalEntryRecord
 } from '@/lib/server/repos/research-journal';
+import { getResearchCopilotSessionByTicker } from '@/lib/server/repos/research-copilot';
 import {
   deleteWatchlistItemRecord,
   getWatchlistItemById,
@@ -839,6 +841,116 @@ export const app = new Elysia({ prefix: '/api' })
       ticker: t.String({ minLength: 1 })
     })
   })
+  .get('/research/copilot/session', async ({ query }) => {
+    const { session, response } = await requireAuthenticatedSession();
+    if (response) {
+      return response;
+    }
+
+    const ticker = typeof query.ticker === 'string' ? query.ticker.trim().toUpperCase() : '';
+    if (!ticker) {
+      return jsonError('ticker is required');
+    }
+
+    const copilotSession = await getResearchCopilotSessionByTicker(session.user.id, ticker);
+    return Response.json({ session: copilotSession });
+  }, {
+    query: t.Object({
+      ticker: t.String({ minLength: 1 })
+    })
+  })
+  .post('/research/copilot/turn', async ({ body }) => {
+    const { session, response } = await requireAuthenticatedSession();
+    if (response) {
+      return response;
+    }
+
+    const payload = asRecord(body);
+    const ticker = typeof payload.ticker === 'string' ? payload.ticker.trim().toUpperCase() : '';
+    const query = typeof payload.query === 'string' ? payload.query.trim() : '';
+    const memoSection = asResearchMemoSection(payload.memoSection);
+
+    if (!ticker) {
+      return jsonError('ticker is required');
+    }
+
+    if (!query) {
+      return jsonError('query is required');
+    }
+
+    try {
+      const result = await runResearchCopilotTurn({
+        userId: session.user.id,
+        ticker,
+        query,
+        selectedSources: asSearchSources(payload.sources),
+        pinnedArtifactIds: Array.isArray(payload.pinnedArtifactIds)
+          ? payload.pinnedArtifactIds.map((entry) => Number(entry)).filter((entry) => Number.isInteger(entry) && entry > 0)
+          : undefined,
+        memoSection
+      });
+
+      return Response.json(result);
+    } catch (error) {
+      return jsonError(asErrorMessage(error, 'Unable to run research copilot turn'));
+    }
+  }, {
+    body: t.Object({
+      ticker: t.String({ minLength: 1 }),
+      query: t.String({ minLength: 1 }),
+      sources: t.Optional(t.Union([t.String(), t.Array(t.String())])),
+      pinnedArtifactIds: t.Optional(t.Array(t.Numeric())),
+      memoSection: t.Optional(t.String())
+    })
+  })
+  .post('/research/copilot/job', async ({ body }) => {
+    const { session, response } = await requireAuthenticatedSession();
+    if (response) {
+      return response;
+    }
+
+    const payload = asRecord(body);
+    const ticker = typeof payload.ticker === 'string' ? payload.ticker.trim().toUpperCase() : '';
+    const query = typeof payload.query === 'string' ? payload.query.trim() : '';
+
+    if (!ticker) {
+      return jsonError('ticker is required');
+    }
+
+    if (!query) {
+      return jsonError('query is required');
+    }
+
+    try {
+      const resourceKey = `research_brief:${ticker}:${query.toLowerCase()}`;
+      const existing = await findInFlightTask(session.user.id, 'research_brief', resourceKey);
+      if (existing) {
+        return Response.json({ task: existing });
+      }
+
+      const task = await enqueueTask({
+        userId: session.user.id,
+        taskType: 'research_brief',
+        payload: {
+          ticker,
+          query,
+          sources: asSearchSources(payload.sources) ?? SEARCH_SOURCES
+        },
+        priority: 55,
+        resourceKey
+      });
+
+      return Response.json({ task });
+    } catch (error) {
+      return jsonError(asErrorMessage(error, 'Unable to queue research brief'));
+    }
+  }, {
+    body: t.Object({
+      ticker: t.String({ minLength: 1 }),
+      query: t.String({ minLength: 1 }),
+      sources: t.Optional(t.Union([t.String(), t.Array(t.String())]))
+    })
+  })
   .get('/research/library', async ({ query }) => {
     const { session, response } = await requireAuthenticatedSession();
     if (response) {

lib/server/api/research-copilot.e2e.test.ts

@@ -0,0 +1,219 @@
+import { beforeAll, describe, expect, it, mock } from 'bun:test';
+
+const TEST_USER_ID = 'copilot-api-user';
+
+const mockGetSession = mock(async () => ({
+  id: 1,
+  user_id: TEST_USER_ID,
+  ticker: 'NVDA',
+  title: 'NVDA copilot',
+  selected_sources: ['documents', 'filings', 'research'],
+  pinned_artifact_ids: [],
+  created_at: '2026-03-14T00:00:00.000Z',
+  updated_at: '2026-03-14T00:00:00.000Z',
+  messages: []
+}));
+
+const mockRunTurn = mock(async () => ({
+  session: {
+    id: 1,
+    user_id: TEST_USER_ID,
+    ticker: 'NVDA',
+    title: 'NVDA copilot',
+    selected_sources: ['filings'],
+    pinned_artifact_ids: [4],
+    created_at: '2026-03-14T00:00:00.000Z',
+    updated_at: '2026-03-14T00:00:01.000Z',
+    messages: []
+  },
+  user_message: {
+    id: 1,
+    session_id: 1,
+    user_id: TEST_USER_ID,
+    role: 'user',
+    content_markdown: 'What changed?',
+    citations: [],
+    follow_ups: [],
+    suggested_actions: [],
+    selected_sources: ['filings'],
+    pinned_artifact_ids: [4],
+    memo_section: 'thesis',
+    created_at: '2026-03-14T00:00:00.000Z'
+  },
+  assistant_message: {
+    id: 2,
+    session_id: 1,
+    user_id: TEST_USER_ID,
+    role: 'assistant',
+    content_markdown: 'Demand stayed strong [1].',
+    citations: [{
+      index: 1,
+      label: 'NVDA · 0001 [1]',
+      chunkId: 1,
+      href: '/analysis/reports/NVDA/0001',
+      source: 'filings',
+      sourceKind: 'filing_brief',
+      sourceRef: '0001',
+      title: '10-K brief',
+      ticker: 'NVDA',
+      accessionNumber: '0001',
+      filingDate: '2026-02-18',
+      excerpt: 'Demand stayed strong.',
+      artifactId: 5
+    }],
+    follow_ups: ['What changed in risks?'],
+    suggested_actions: [],
+    selected_sources: ['filings'],
+    pinned_artifact_ids: [4],
+    memo_section: 'thesis',
+    created_at: '2026-03-14T00:00:01.000Z'
+  },
+  results: []
+}));
+
+const mockGenerateBrief = mock(async () => ({
+  provider: 'test',
+  model: 'test-model',
+  bodyMarkdown: '# NVDA brief\n\nDemand held up.',
+  evidence: []
+}));
+
+const mockFindInFlightTask = mock(async () => null);
+const mockEnqueueTask = mock(async () => ({
+  id: 'task-1',
+  user_id: TEST_USER_ID,
+  task_type: 'research_brief',
+  status: 'queued',
+  stage: 'queued',
+  stage_detail: 'Queued',
+  stage_context: null,
+  resource_key: 'research_brief:NVDA:update the thesis',
+  notification_read_at: null,
+  notification_silenced_at: null,
+  priority: 55,
+  payload: {
+    ticker: 'NVDA',
+    query: 'Update the thesis',
+    sources: ['filings']
+  },
+  result: null,
+  error: null,
+  attempts: 0,
+  max_attempts: 3,
+  workflow_run_id: 'run-1',
+  created_at: '2026-03-14T00:00:00.000Z',
+  updated_at: '2026-03-14T00:00:00.000Z',
+  finished_at: null
+}));
+
+function registerMocks() {
+  mock.module('@/lib/server/auth-session', () => ({
+    requireAuthenticatedSession: async () => ({
+      session: {
+        user: {
+          id: TEST_USER_ID,
+          email: 'copilot@example.com',
+          name: 'Copilot API User',
+          image: null
+        }
+      },
+      response: null
+    })
+  }));
+
+  mock.module('@/lib/server/repos/research-copilot', () => ({
+    getResearchCopilotSessionByTicker: mockGetSession
+  }));
+
+  mock.module('@/lib/server/research-copilot', () => ({
+    runResearchCopilotTurn: mockRunTurn,
+    generateResearchBrief: mockGenerateBrief
+  }));
+
+  mock.module('@/lib/server/tasks', () => ({
+    enqueueTask: mockEnqueueTask,
+    findInFlightTask: mockFindInFlightTask,
+    getTaskById: mock(async () => null),
+    getTaskQueueSnapshot: mock(async () => ({ items: [], stats: { queued: 0, running: 0, failed: 0 } })),
+    getTaskTimeline: mock(async () => []),
+    listRecentTasks: mock(async () => []),
+    updateTaskNotification: mock(async () => null)
+  }));
+}
+
+describe('research copilot api', () => {
+  let app: { handle: (request: Request) => Promise<Response> };
+
+  beforeAll(async () => {
+    mock.restore();
+    registerMocks();
+    ({ app } = await import('./app'));
+  });
+
+  it('returns the ticker-scoped session payload', async () => {
+    const response = await app.handle(new Request('http://localhost/api/research/copilot/session?ticker=nvda'));
+    expect(response.status).toBe(200);
+    const payload = await response.json() as { session: { ticker: string } };
+    expect(payload.session.ticker).toBe('NVDA');
+    expect(mockGetSession).toHaveBeenCalled();
+  });
+
+  it('returns turn responses with assistant citations', async () => {
+    const response = await app.handle(new Request('http://localhost/api/research/copilot/turn', {
+      method: 'POST',
+      headers: {
+        'content-type': 'application/json'
+      },
+      body: JSON.stringify({
+        ticker: 'nvda',
+        query: 'What changed?',
+        sources: ['filings'],
+        pinnedArtifactIds: [4],
+        memoSection: 'thesis'
+      })
+    }));
+
+    expect(response.status).toBe(200);
+    const payload = await response.json() as {
+      assistant_message: {
+        citations: Array<{ artifactId: number | null }>;
+      };
+    };
+
+    expect(payload.assistant_message.citations[0]?.artifactId).toBe(5);
+    expect(mockRunTurn).toHaveBeenCalled();
+  });
+
+  it('queues research brief jobs with normalized ticker payloads', async () => {
+    const response = await app.handle(new Request('http://localhost/api/research/copilot/job', {
+      method: 'POST',
+      headers: {
+        'content-type': 'application/json'
+      },
+      body: JSON.stringify({
+        ticker: 'nvda',
+        query: 'Update the thesis',
+        sources: ['filings']
+      })
+    }));
+
+    expect(response.status).toBe(200);
+    const payload = await response.json() as {
+      task: {
+        task_type: string;
+        payload: {
+          ticker: string;
+        };
+      };
+    };
+
+    expect(payload.task.task_type).toBe('research_brief');
+    expect(payload.task.payload.ticker).toBe('NVDA');
+    expect(mockFindInFlightTask).toHaveBeenCalledWith(
+      TEST_USER_ID,
+      'research_brief',
+      'research_brief:NVDA:update the thesis'
+    );
+    expect(mockEnqueueTask).toHaveBeenCalled();
+  });
+});

lib/server/db/index.ts

@@ -77,7 +77,6 @@ function loadSqliteExtensions(client: Database) {
 function isVectorExtensionLoaded(client: Database) {
   return vectorExtensionStatus.get(client) ?? false;
 }
-
 function ensureSearchVirtualTables(client: Database) {
   client.exec(`
     CREATE VIRTUAL TABLE IF NOT EXISTS \`search_chunk_fts\` USING fts5(

lib/server/db/schema.ts

@@ -44,10 +44,12 @@ type ResearchMemoSection =
   | 'risks'
   | 'disconfirming_evidence'
   | 'next_actions';
+type SearchSource = 'documents' | 'filings' | 'research';
 type FinancialCadence = 'annual' | 'quarterly' | 'ltm';
 type SearchDocumentScope = 'global' | 'user';
 type SearchDocumentSourceKind = 'filing_document' | 'filing_brief' | 'research_note';
 type SearchIndexStatus = 'pending' | 'indexed' | 'failed';
+type ResearchCopilotMessageRole = 'user' | 'assistant';
 type FinancialSurfaceKind =
   | 'income_statement'
   | 'balance_sheet'
@@ -636,7 +638,7 @@ 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').$type<'sync_filings' | 'refresh_prices' | 'analyze_filing' | 'portfolio_insights' | 'index_search'>().notNull(),
+  task_type: text('task_type').$type<'sync_filings' | 'refresh_prices' | 'analyze_filing' | 'portfolio_insights' | 'index_search' | 'research_brief'>().notNull(),
   status: text('status').$type<'queued' | 'running' | 'completed' | 'failed'>().notNull(),
   stage: text('stage').notNull(),
   stage_detail: text('stage_detail'),
@@ -824,6 +826,38 @@ export const researchMemoEvidence = sqliteTable('research_memo_evidence', {
   researchMemoEvidenceUnique: uniqueIndex('research_memo_evidence_unique_uidx').on(table.memo_id, table.artifact_id, table.section)
 }));
 
+export const researchCopilotSession = sqliteTable('research_copilot_session', {
+  id: integer('id').primaryKey({ autoIncrement: true }),
+  user_id: text('user_id').notNull().references(() => user.id, { onDelete: 'cascade' }),
+  ticker: text('ticker').notNull(),
+  title: text('title'),
+  selected_sources: text('selected_sources', { mode: 'json' }).$type<SearchSource[]>().notNull(),
+  pinned_artifact_ids: text('pinned_artifact_ids', { mode: 'json' }).$type<number[]>().notNull(),
+  created_at: text('created_at').notNull(),
+  updated_at: text('updated_at').notNull()
+}, (table) => ({
+  researchCopilotSessionTickerUnique: uniqueIndex('research_copilot_session_ticker_uidx').on(table.user_id, table.ticker),
+  researchCopilotSessionUpdatedIndex: index('research_copilot_session_updated_idx').on(table.user_id, table.updated_at)
+}));
+
+export const researchCopilotMessage = sqliteTable('research_copilot_message', {
+  id: integer('id').primaryKey({ autoIncrement: true }),
+  session_id: integer('session_id').notNull().references(() => researchCopilotSession.id, { onDelete: 'cascade' }),
+  user_id: text('user_id').notNull().references(() => user.id, { onDelete: 'cascade' }),
+  role: text('role').$type<ResearchCopilotMessageRole>().notNull(),
+  content_markdown: text('content_markdown').notNull(),
+  citations: text('citations', { mode: 'json' }).$type<Record<string, unknown>[] | null>(),
+  follow_ups: text('follow_ups', { mode: 'json' }).$type<string[] | null>(),
+  suggested_actions: text('suggested_actions', { mode: 'json' }).$type<Record<string, unknown>[] | null>(),
+  selected_sources: text('selected_sources', { mode: 'json' }).$type<SearchSource[] | null>(),
+  pinned_artifact_ids: text('pinned_artifact_ids', { mode: 'json' }).$type<number[] | null>(),
+  memo_section: text('memo_section').$type<ResearchMemoSection | null>(),
+  created_at: text('created_at').notNull()
+}, (table) => ({
+  researchCopilotMessageSessionIndex: index('research_copilot_message_session_idx').on(table.session_id, table.created_at),
+  researchCopilotMessageUserIndex: index('research_copilot_message_user_idx').on(table.user_id, table.created_at)
+}));
+
 export const authSchema = {
   user,
   session,
@@ -855,7 +889,9 @@ export const appSchema = {
   searchChunk,
   researchArtifact,
   researchMemo,
-  researchMemoEvidence
+  researchMemoEvidence,
+  researchCopilotSession,
+  researchCopilotMessage
 };
 
 export const schema = {

lib/server/db/sqlite-schema-compat.ts

@@ -296,6 +296,50 @@ function ensureResearchWorkspaceSchema(client: Database) {
   `);
 }
 
+function ensureResearchCopilotSchema(client: Database) {
+  if (!hasTable(client, 'research_copilot_session')) {
+    client.exec(`
+      CREATE TABLE IF NOT EXISTS \`research_copilot_session\` (
+        \`id\` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
+        \`user_id\` text NOT NULL,
+        \`ticker\` text NOT NULL,
+        \`title\` text,
+        \`selected_sources\` text NOT NULL DEFAULT '["documents","filings","research"]',
+        \`pinned_artifact_ids\` text NOT NULL DEFAULT '[]',
+        \`created_at\` text NOT NULL,
+        \`updated_at\` text NOT NULL,
+        FOREIGN KEY (\`user_id\`) REFERENCES \`user\`(\`id\`) ON UPDATE no action ON DELETE cascade
+      );
+    `);
+  }
+
+  if (!hasTable(client, 'research_copilot_message')) {
+    client.exec(`
+      CREATE TABLE IF NOT EXISTS \`research_copilot_message\` (
+        \`id\` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
+        \`session_id\` integer NOT NULL,
+        \`user_id\` text NOT NULL,
+        \`role\` text NOT NULL,
+        \`content_markdown\` text NOT NULL,
+        \`citations\` text,
+        \`follow_ups\` text,
+        \`suggested_actions\` text,
+        \`selected_sources\` text,
+        \`pinned_artifact_ids\` text,
+        \`memo_section\` text,
+        \`created_at\` text NOT NULL,
+        FOREIGN KEY (\`session_id\`) REFERENCES \`research_copilot_session\`(\`id\`) ON UPDATE no action ON DELETE cascade,
+        FOREIGN KEY (\`user_id\`) REFERENCES \`user\`(\`id\`) ON UPDATE no action ON DELETE cascade
+      );
+    `);
+  }
+
+  client.exec('CREATE UNIQUE INDEX IF NOT EXISTS `research_copilot_session_ticker_uidx` ON `research_copilot_session` (`user_id`, `ticker`);');
+  client.exec('CREATE INDEX IF NOT EXISTS `research_copilot_session_updated_idx` ON `research_copilot_session` (`user_id`, `updated_at`);');
+  client.exec('CREATE INDEX IF NOT EXISTS `research_copilot_message_session_idx` ON `research_copilot_message` (`session_id`, `created_at`);');
+  client.exec('CREATE INDEX IF NOT EXISTS `research_copilot_message_user_idx` ON `research_copilot_message` (`user_id`, `created_at`);');
+}
+
 const TAXONOMY_SNAPSHOT_REQUIRED_COLUMNS = [
   'parser_engine',
   'parser_version',
@@ -548,6 +592,7 @@ WHERE resource_key IS NOT NULL AND status IN ('queued', 'running');`);
   }
 
   ensureResearchWorkspaceSchema(client);
+  ensureResearchCopilotSchema(client);
 }
 
 export const __sqliteSchemaCompatInternals = {

lib/server/repos/research-copilot.test.ts

@@ -0,0 +1,165 @@
+import {
+  afterAll,
+  beforeAll,
+  beforeEach,
+  describe,
+  expect,
+  it
+} from 'bun:test';
+import { mock } from 'bun:test';
+import { mkdtempSync, readFileSync, rmSync } from 'node:fs';
+import { tmpdir } from 'node:os';
+import { join } from 'node:path';
+import { Database } from 'bun:sqlite';
+
+const TEST_USER_ID = 'copilot-user';
+
+let tempDir: string | null = null;
+let sqliteClient: Database | null = null;
+let copilotRepo: typeof import('./research-copilot') | null = null;
+
+async function loadRepoModule() {
+  const moduleUrl = new URL(`./research-copilot.ts?test=${Date.now()}`, import.meta.url).href;
+  return await import(moduleUrl) as typeof import('./research-copilot');
+}
+
+function resetDbSingletons() {
+  const globalState = globalThis as typeof globalThis & {
+    __fiscalSqliteClient?: Database;
+    __fiscalDrizzleDb?: unknown;
+  };
+
+  globalState.__fiscalSqliteClient?.close();
+  globalState.__fiscalSqliteClient = undefined;
+  globalState.__fiscalDrizzleDb = undefined;
+}
+
+function applyMigration(client: Database, fileName: string) {
+  const sql = readFileSync(join(process.cwd(), 'drizzle', fileName), 'utf8');
+  client.exec(sql);
+}
+
+function ensureUser(client: Database) {
+  const now = Date.now();
+  client.exec(`
+    INSERT OR REPLACE INTO user (id, name, email, emailVerified, image, createdAt, updatedAt, role, banned, banReason, banExpires)
+    VALUES ('${TEST_USER_ID}', 'Copilot User', 'copilot@example.com', 1, NULL, ${now}, ${now}, NULL, 0, NULL, NULL);
+  `);
+}
+
+describe('research copilot repo', () => {
+  beforeAll(async () => {
+    mock.restore();
+    tempDir = mkdtempSync(join(tmpdir(), 'fiscal-copilot-repo-'));
+    process.env.DATABASE_URL = `file:${join(tempDir, 'repo.sqlite')}`;
+    (process.env as Record<string, string | undefined>).NODE_ENV = 'test';
+
+    resetDbSingletons();
+    sqliteClient = new Database(join(tempDir, 'repo.sqlite'), { create: true });
+    sqliteClient.exec('PRAGMA foreign_keys = ON;');
+    applyMigration(sqliteClient, '0000_cold_silver_centurion.sql');
+    applyMigration(sqliteClient, '0008_research_workspace.sql');
+    applyMigration(sqliteClient, '0013_research_copilot.sql');
+    ensureUser(sqliteClient);
+
+    const globalState = globalThis as typeof globalThis & {
+      __fiscalSqliteClient?: Database;
+      __fiscalDrizzleDb?: unknown;
+    };
+    globalState.__fiscalSqliteClient = sqliteClient;
+    globalState.__fiscalDrizzleDb = undefined;
+
+    copilotRepo = await loadRepoModule();
+  });
+
+  afterAll(() => {
+    mock.restore();
+    sqliteClient?.close();
+    resetDbSingletons();
+    if (tempDir) {
+      rmSync(tempDir, { recursive: true, force: true });
+    }
+  });
+
+  beforeEach(() => {
+    sqliteClient?.exec('DELETE FROM research_copilot_message;');
+    sqliteClient?.exec('DELETE FROM research_copilot_session;');
+  });
+
+  it('creates and reloads ticker-scoped sessions', async () => {
+    if (!copilotRepo) {
+      throw new Error('repo not initialized');
+    }
+
+    const session = await copilotRepo.getOrCreateResearchCopilotSession({
+      userId: TEST_USER_ID,
+      ticker: 'msft',
+      selectedSources: ['documents', 'research'],
+      pinnedArtifactIds: [2, 2, 5]
+    });
+
+    const loaded = await copilotRepo.getResearchCopilotSessionByTicker(TEST_USER_ID, 'MSFT');
+
+    expect(session.ticker).toBe('MSFT');
+    expect(session.selected_sources).toEqual(['documents', 'research']);
+    expect(session.pinned_artifact_ids).toEqual([2, 5]);
+    expect(loaded?.id).toBe(session.id);
+  });
+
+  it('appends messages and updates session state', async () => {
+    if (!copilotRepo) {
+      throw new Error('repo not initialized');
+    }
+
+    const session = await copilotRepo.getOrCreateResearchCopilotSession({
+      userId: TEST_USER_ID,
+      ticker: 'NVDA'
+    });
+
+    await copilotRepo.appendResearchCopilotMessage({
+      userId: TEST_USER_ID,
+      sessionId: session.id,
+      role: 'user',
+      contentMarkdown: 'What changed in the latest filing?',
+      selectedSources: ['filings'],
+      pinnedArtifactIds: [7],
+      memoSection: 'thesis'
+    });
+
+    await copilotRepo.appendResearchCopilotMessage({
+      userId: TEST_USER_ID,
+      sessionId: session.id,
+      role: 'assistant',
+      contentMarkdown: 'Demand remained strong [1]',
+      citations: [{
+        index: 1,
+        label: 'NVDA 10-K [1]',
+        chunkId: 1,
+        href: '/filings?ticker=NVDA',
+        source: 'filings',
+        sourceKind: 'filing_brief',
+        sourceRef: '0001',
+        title: '10-K brief',
+        ticker: 'NVDA',
+        accessionNumber: '0001',
+        filingDate: '2026-01-01',
+        excerpt: 'Demand remained strong.',
+        artifactId: 3
+      }]
+    });
+
+    const updated = await copilotRepo.upsertResearchCopilotSessionState({
+      userId: TEST_USER_ID,
+      ticker: 'NVDA',
+      title: 'NVDA demand update',
+      selectedSources: ['filings'],
+      pinnedArtifactIds: [7]
+    });
+
+    expect(updated.title).toBe('NVDA demand update');
+    expect(updated.messages).toHaveLength(2);
+    expect(updated.messages[0]?.selected_sources).toEqual(['filings']);
+    expect(updated.messages[0]?.memo_section).toBe('thesis');
+    expect(updated.messages[1]?.citations[0]?.artifactId).toBe(3);
+  });
+});

lib/server/repos/research-copilot.ts

@@ -0,0 +1,229 @@
+import { and, asc, eq } from 'drizzle-orm';
+import type {
+  ResearchCopilotCitation,
+  ResearchCopilotMessage,
+  ResearchCopilotSession,
+  ResearchCopilotSuggestedAction,
+  ResearchMemoSection,
+  SearchSource
+} from '@/lib/types';
+import { db } from '@/lib/server/db';
+import {
+  researchCopilotMessage,
+  researchCopilotSession
+} from '@/lib/server/db/schema';
+
+type ResearchCopilotSessionRow = typeof researchCopilotSession.$inferSelect;
+type ResearchCopilotMessageRow = typeof researchCopilotMessage.$inferSelect;
+
+const DEFAULT_SELECTED_SOURCES: SearchSource[] = ['documents', 'filings', 'research'];
+
+function normalizeTicker(ticker: string) {
+  return ticker.trim().toUpperCase();
+}
+
+function normalizeSources(value?: SearchSource[] | null) {
+  const unique = new Set<SearchSource>();
+
+  for (const source of value ?? DEFAULT_SELECTED_SOURCES) {
+    if (source === 'documents' || source === 'filings' || source === 'research') {
+      unique.add(source);
+    }
+  }
+
+  return unique.size > 0 ? [...unique] : [...DEFAULT_SELECTED_SOURCES];
+}
+
+function normalizePinnedArtifactIds(value?: number[] | null) {
+  const unique = new Set<number>();
+
+  for (const id of value ?? []) {
+    const normalized = Math.trunc(Number(id));
+    if (Number.isInteger(normalized) && normalized > 0) {
+      unique.add(normalized);
+    }
+  }
+
+  return [...unique];
+}
+
+function normalizeOptionalString(value?: string | null) {
+  const normalized = value?.trim();
+  return normalized ? normalized : null;
+}
+
+function toCitationArray(value: unknown): ResearchCopilotCitation[] {
+  return Array.isArray(value) ? value as ResearchCopilotCitation[] : [];
+}
+
+function toActionArray(value: unknown): ResearchCopilotSuggestedAction[] {
+  return Array.isArray(value) ? value as ResearchCopilotSuggestedAction[] : [];
+}
+
+function toFollowUps(value: unknown) {
+  return Array.isArray(value)
+    ? value.filter((entry): entry is string => typeof entry === 'string' && entry.trim().length > 0)
+    : [];
+}
+
+function toMessage(row: ResearchCopilotMessageRow): ResearchCopilotMessage {
+  return {
+    id: row.id,
+    session_id: row.session_id,
+    user_id: row.user_id,
+    role: row.role,
+    content_markdown: row.content_markdown,
+    citations: toCitationArray(row.citations),
+    follow_ups: toFollowUps(row.follow_ups),
+    suggested_actions: toActionArray(row.suggested_actions),
+    selected_sources: normalizeSources(row.selected_sources),
+    pinned_artifact_ids: normalizePinnedArtifactIds(row.pinned_artifact_ids),
+    memo_section: row.memo_section ?? null,
+    created_at: row.created_at
+  };
+}
+
+function toSession(row: ResearchCopilotSessionRow, messages: ResearchCopilotMessage[]): ResearchCopilotSession {
+  return {
+    id: row.id,
+    user_id: row.user_id,
+    ticker: row.ticker,
+    title: row.title ?? null,
+    selected_sources: normalizeSources(row.selected_sources),
+    pinned_artifact_ids: normalizePinnedArtifactIds(row.pinned_artifact_ids),
+    created_at: row.created_at,
+    updated_at: row.updated_at,
+    messages
+  };
+}
+
+async function listMessagesForSession(sessionId: number) {
+  const rows = await db
+    .select()
+    .from(researchCopilotMessage)
+    .where(eq(researchCopilotMessage.session_id, sessionId))
+    .orderBy(asc(researchCopilotMessage.created_at), asc(researchCopilotMessage.id));
+
+  return rows.map(toMessage);
+}
+
+async function getSessionRowByTicker(userId: string, ticker: string) {
+  const [row] = await db
+    .select()
+    .from(researchCopilotSession)
+    .where(and(
+      eq(researchCopilotSession.user_id, userId),
+      eq(researchCopilotSession.ticker, normalizeTicker(ticker))
+    ))
+    .limit(1);
+
+  return row ?? null;
+}
+
+export async function getResearchCopilotSessionByTicker(userId: string, ticker: string) {
+  const row = await getSessionRowByTicker(userId, ticker);
+  if (!row) {
+    return null;
+  }
+
+  return toSession(row, await listMessagesForSession(row.id));
+}
+
+export async function getOrCreateResearchCopilotSession(input: {
+  userId: string;
+  ticker: string;
+  title?: string | null;
+  selectedSources?: SearchSource[] | null;
+  pinnedArtifactIds?: number[] | null;
+}) {
+  const normalizedTicker = normalizeTicker(input.ticker);
+  if (!normalizedTicker) {
+    throw new Error('ticker is required');
+  }
+
+  const existing = await getSessionRowByTicker(input.userId, normalizedTicker);
+  if (existing) {
+    const messages = await listMessagesForSession(existing.id);
+    return toSession(existing, messages);
+  }
+
+  const now = new Date().toISOString();
+  const [created] = await db
+    .insert(researchCopilotSession)
+    .values({
+      user_id: input.userId,
+      ticker: normalizedTicker,
+      title: normalizeOptionalString(input.title),
+      selected_sources: normalizeSources(input.selectedSources),
+      pinned_artifact_ids: normalizePinnedArtifactIds(input.pinnedArtifactIds),
+      created_at: now,
+      updated_at: now
+    })
+    .returning();
+
+  return toSession(created, []);
+}
+
+export async function upsertResearchCopilotSessionState(input: {
+  userId: string;
+  ticker: string;
+  title?: string | null;
+  selectedSources?: SearchSource[] | null;
+  pinnedArtifactIds?: number[] | null;
+}) {
+  const session = await getOrCreateResearchCopilotSession(input);
+  const [updated] = await db
+    .update(researchCopilotSession)
+    .set({
+      title: input.title === undefined ? session.title : normalizeOptionalString(input.title),
+      selected_sources: input.selectedSources === undefined
+        ? session.selected_sources
+        : normalizeSources(input.selectedSources),
+      pinned_artifact_ids: input.pinnedArtifactIds === undefined
+        ? session.pinned_artifact_ids
+        : normalizePinnedArtifactIds(input.pinnedArtifactIds),
+      updated_at: new Date().toISOString()
+    })
+    .where(eq(researchCopilotSession.id, session.id))
+    .returning();
+
+  return toSession(updated, await listMessagesForSession(updated.id));
+}
+
+export async function appendResearchCopilotMessage(input: {
+  userId: string;
+  sessionId: number;
+  role: ResearchCopilotMessage['role'];
+  contentMarkdown: string;
+  citations?: ResearchCopilotCitation[] | null;
+  followUps?: string[] | null;
+  suggestedActions?: ResearchCopilotSuggestedAction[] | null;
+  selectedSources?: SearchSource[] | null;
+  pinnedArtifactIds?: number[] | null;
+  memoSection?: ResearchMemoSection | null;
+}) {
+  const now = new Date().toISOString();
+  const [created] = await db
+    .insert(researchCopilotMessage)
+    .values({
+      session_id: input.sessionId,
+      user_id: input.userId,
+      role: input.role,
+      content_markdown: input.contentMarkdown.trim(),
+      citations: input.citations ?? [],
+      follow_ups: input.followUps ?? [],
+      suggested_actions: input.suggestedActions ?? [],
+      selected_sources: input.selectedSources ? normalizeSources(input.selectedSources) : null,
+      pinned_artifact_ids: input.pinnedArtifactIds ? normalizePinnedArtifactIds(input.pinnedArtifactIds) : null,
+      memo_section: input.memoSection ?? null,
+      created_at: now
+    })
+    .returning();
+
+  await db
+    .update(researchCopilotSession)
+    .set({ updated_at: now })
+    .where(eq(researchCopilotSession.id, input.sessionId));
+
+  return toMessage(created);
+}

lib/server/repos/research-library.ts

@@ -25,6 +25,7 @@ import {
   researchMemo,
   researchMemoEvidence
 } from '@/lib/server/db/schema';
+import { getResearchCopilotSessionByTicker } from '@/lib/server/repos/research-copilot';
 import { getFilingByAccession, listFilingsRecords } from '@/lib/server/repos/filings';
 import { getWatchlistItemByTicker } from '@/lib/server/repos/watchlist';
 
@@ -374,6 +375,26 @@ async function getArtifactByIdForUser(id: number, userId: string) {
   return row ?? null;
 }
 
+export async function getResearchArtifactsByIdsForUser(userId: string, ids: number[]) {
+  const normalizedIds = [...new Set(ids.map((id) => Math.trunc(id)).filter((id) => Number.isInteger(id) && id > 0))];
+  if (normalizedIds.length === 0) {
+    return [];
+  }
+
+  const rows = await db
+    .select()
+    .from(researchArtifact)
+    .where(and(
+      eq(researchArtifact.user_id, userId),
+      sql`${researchArtifact.id} in (${sql.join(normalizedIds.map((id) => sql`${id}`), sql`, `)})`
+    ));
+
+  const order = new Map(normalizedIds.map((id, index) => [id, index]));
+  return rows
+    .sort((left, right) => (order.get(left.id) ?? Number.MAX_SAFE_INTEGER) - (order.get(right.id) ?? Number.MAX_SAFE_INTEGER))
+    .map((row) => toResearchArtifact(row));
+}
+
 async function getMemoByIdForUser(id: number, userId: string) {
   const [row] = await db
     .select()
@@ -902,12 +923,13 @@ export async function getResearchPacket(userId: string, ticker: string): Promise
 
 export async function getResearchWorkspace(userId: string, ticker: string): Promise<ResearchWorkspace> {
   const normalizedTicker = normalizeTicker(ticker);
-  const [coverage, memo, library, packet, latestFiling] = await Promise.all([
+  const [coverage, memo, library, packet, latestFiling, copilotSession] = await Promise.all([
     getWatchlistItemByTicker(userId, normalizedTicker),
     getResearchMemoByTicker(userId, normalizedTicker),
     listResearchArtifacts(userId, { ticker: normalizedTicker, limit: 40 }),
     getResearchPacket(userId, normalizedTicker),
-    listFilingsRecords({ ticker: normalizedTicker, limit: 1 })
+    listFilingsRecords({ ticker: normalizedTicker, limit: 1 }),
+    getResearchCopilotSessionByTicker(userId, normalizedTicker)
   ]);
 
   return {
@@ -918,7 +940,8 @@ export async function getResearchWorkspace(userId: string, ticker: string): Prom
     memo,
     library: library.artifacts,
     packet,
-    availableTags: library.availableTags
+    availableTags: library.availableTags,
+    copilotSession
   };
 }
 
@@ -1119,4 +1142,3 @@ export async function getResearchArtifactFileResponse(userId: string, id: number
 export function rebuildResearchArtifactIndex() {
   rebuildArtifactSearchIndex();
 }
-

lib/server/research-copilot-format.test.ts

@@ -0,0 +1,69 @@
+import { describe, expect, it } from 'bun:test';
+import type { SearchResult } from '@/lib/types';
+import {
+  extractJsonObject,
+  parseCopilotResponse
+} from '@/lib/server/research-copilot-format';
+
+function result(overrides: Partial<SearchResult> = {}): SearchResult {
+  return {
+    chunkId: 1,
+    documentId: 1,
+    source: 'filings',
+    sourceKind: 'filing_brief',
+    sourceRef: '0001',
+    title: '10-K brief',
+    ticker: 'NVDA',
+    accessionNumber: '0001',
+    filingDate: '2026-02-18',
+    citationLabel: 'NVDA · 0001 [1]',
+    headingPath: null,
+    chunkText: 'Demand stayed strong and margins expanded.',
+    snippet: 'Demand stayed strong and margins expanded.',
+    score: 0.9,
+    vectorRank: 1,
+    lexicalRank: 1,
+    href: '/analysis/reports/NVDA/0001',
+    ...overrides
+  };
+}
+
+describe('research copilot format helpers', () => {
+  it('parses strict json responses with suggested actions', () => {
+    const parsed = parseCopilotResponse(JSON.stringify({
+      answerMarkdown: 'Demand stayed strong [1]. The setup still looks constructive [2].',
+      followUps: ['What disconfirms the bull case?', 'Which risks changed most?'],
+      suggestedActions: [{
+        type: 'draft_memo_section',
+        label: 'Use as thesis draft',
+        section: 'thesis',
+        contentMarkdown: 'Maintain a constructive stance while monitoring concentration.',
+        citationIndexes: [1, 2]
+      }]
+    }), [result(), result({ chunkId: 2, citationLabel: 'NVDA · 0002 [2]', sourceRef: '0002' })], 'What changed?', 'thesis');
+
+    expect(parsed.citationIndexes).toEqual([1, 2]);
+    expect(parsed.followUps).toHaveLength(2);
+    expect(parsed.suggestedActions[0]?.type).toBe('draft_memo_section');
+    expect(parsed.suggestedActions[0]?.section).toBe('thesis');
+  });
+
+  it('falls back to plain text and default actions when json parsing fails', () => {
+    const parsed = parseCopilotResponse(
+      'Plain text answer without json wrapper',
+      [result(), result({ chunkId: 2, citationLabel: 'NVDA · 0002 [2]', sourceRef: '0002' })],
+      'Summarize the setup',
+      null
+    );
+
+    expect(parsed.answerMarkdown).toContain('Plain text answer');
+    expect(parsed.citationIndexes).toEqual([1, 2]);
+    expect(parsed.suggestedActions.some((action) => action.type === 'draft_note')).toBe(true);
+    expect(parsed.suggestedActions.some((action) => action.type === 'queue_research_brief')).toBe(true);
+  });
+
+  it('extracts the first json object from fenced responses', () => {
+    const extracted = extractJsonObject('```json\n{"answerMarkdown":"A [1]","followUps":[],"suggestedActions":[]}\n```');
+    expect(extracted).toBe('{"answerMarkdown":"A [1]","followUps":[],"suggestedActions":[]}');
+  });
+});

lib/server/research-copilot-format.ts

@@ -0,0 +1,225 @@
+import { randomUUID } from 'node:crypto';
+import type {
+  ResearchCopilotSuggestedAction,
+  ResearchMemoSection,
+  SearchResult
+} from '@/lib/types';
+
+type ParsedCopilotPayload = {
+  answerMarkdown: string;
+  followUps: string[];
+  suggestedActions: ResearchCopilotSuggestedAction[];
+  citationIndexes: number[];
+};
+
+const MAX_FOLLOW_UPS = 4;
+const MAX_SUGGESTED_ACTIONS = 3;
+
+function truncate(value: string, maxLength: number) {
+  const normalized = value.trim();
+  if (normalized.length <= maxLength) {
+    return normalized;
+  }
+
+  return `${normalized.slice(0, maxLength - 1).trimEnd()}…`;
+}
+
+function buildSessionTitle(query: string) {
+  return truncate(query, 72);
+}
+
+export function extractJsonObject(text: string) {
+  const fenced = text.match(/```json\s*([\s\S]*?)```/i)?.[1];
+  if (fenced) {
+    return fenced.trim();
+  }
+
+  const start = text.indexOf('{');
+  const end = text.lastIndexOf('}');
+  if (start >= 0 && end > start) {
+    return text.slice(start, end + 1).trim();
+  }
+
+  return null;
+}
+
+export function parseCitationIndexes(value: string, evidenceLength: number) {
+  const matches = [...value.matchAll(/\[(\d+)\]/g)];
+  const seen = new Set<number>();
+  const indexes: number[] = [];
+
+  for (const match of matches) {
+    const parsed = Number(match[1]);
+    if (!Number.isInteger(parsed) || parsed < 1 || parsed > evidenceLength || seen.has(parsed)) {
+      continue;
+    }
+
+    seen.add(parsed);
+    indexes.push(parsed);
+  }
+
+  return indexes;
+}
+
+function parseStringArray(value: unknown, maxItems: number) {
+  if (!Array.isArray(value)) {
+    return [];
+  }
+
+  return value
+    .filter((entry): entry is string => typeof entry === 'string' && entry.trim().length > 0)
+    .map((entry) => truncate(entry, 220))
+    .slice(0, maxItems);
+}
+
+function normalizeSuggestedAction(
+  value: unknown,
+  fallbackQuery: string
+): ResearchCopilotSuggestedAction | null {
+  if (!value || typeof value !== 'object' || Array.isArray(value)) {
+    return null;
+  }
+
+  const candidate = value as Record<string, unknown>;
+  const type = candidate.type;
+  if (type !== 'draft_note' && type !== 'draft_memo_section' && type !== 'queue_research_brief') {
+    return null;
+  }
+
+  const label = typeof candidate.label === 'string' && candidate.label.trim().length > 0
+    ? truncate(candidate.label, 80)
+    : type === 'draft_note'
+      ? 'Use as note draft'
+      : type === 'draft_memo_section'
+        ? 'Use as memo draft'
+        : 'Queue research brief';
+
+  const section = candidate.section === 'thesis'
+    || candidate.section === 'variant_view'
+    || candidate.section === 'catalysts'
+    || candidate.section === 'risks'
+    || candidate.section === 'disconfirming_evidence'
+    || candidate.section === 'next_actions'
+    ? candidate.section
+    : null;
+  const description = typeof candidate.description === 'string' && candidate.description.trim().length > 0
+    ? truncate(candidate.description, 180)
+    : null;
+  const title = typeof candidate.title === 'string' && candidate.title.trim().length > 0
+    ? truncate(candidate.title, 120)
+    : null;
+  const contentMarkdown = typeof candidate.contentMarkdown === 'string' && candidate.contentMarkdown.trim().length > 0
+    ? candidate.contentMarkdown.trim()
+    : null;
+  const citationIndexes = Array.isArray(candidate.citationIndexes)
+    ? candidate.citationIndexes
+      .map((entry) => Math.trunc(Number(entry)))
+      .filter((entry, index, source) => Number.isInteger(entry) && entry > 0 && source.indexOf(entry) === index)
+    : [];
+  const query = typeof candidate.query === 'string' && candidate.query.trim().length > 0
+    ? truncate(candidate.query, 180)
+    : type === 'queue_research_brief'
+      ? fallbackQuery
+      : null;
+
+  if ((type === 'draft_note' || type === 'draft_memo_section') && !contentMarkdown) {
+    return null;
+  }
+
+  if (type === 'draft_memo_section' && !section) {
+    return null;
+  }
+
+  return {
+    id: randomUUID(),
+    type,
+    label,
+    description,
+    section,
+    title,
+    content_markdown: contentMarkdown,
+    citation_indexes: citationIndexes,
+    query
+  };
+}
+
+function buildFallbackActions(query: string, memoSection: ResearchMemoSection | null, answerMarkdown: string) {
+  return [
+    {
+      id: randomUUID(),
+      type: memoSection ? 'draft_memo_section' : 'draft_note',
+      label: memoSection ? 'Use as memo draft' : 'Use as note draft',
+      description: memoSection
+        ? `Populate ${memoSection.replace('_', ' ')} with this answer for review.`
+        : 'Populate the note draft editor with this answer for review.',
+      section: memoSection,
+      title: memoSection ? null : buildSessionTitle(query),
+      content_markdown: answerMarkdown,
+      citation_indexes: [],
+      query: null
+    },
+    {
+      id: randomUUID(),
+      type: 'queue_research_brief',
+      label: 'Queue research brief',
+      description: 'Run a background synthesis job and save a longer-form brief to the library.',
+      section: null,
+      title: null,
+      content_markdown: null,
+      citation_indexes: [],
+      query
+    }
+  ] satisfies ResearchCopilotSuggestedAction[];
+}
+
+export function parseCopilotResponse(
+  rawText: string,
+  evidence: SearchResult[],
+  query: string,
+  memoSection: ResearchMemoSection | null
+): ParsedCopilotPayload {
+  const jsonText = extractJsonObject(rawText);
+  if (!jsonText) {
+    const answerMarkdown = rawText.trim() || 'Insufficient evidence to answer from the indexed sources.';
+    return {
+      answerMarkdown,
+      followUps: [],
+      suggestedActions: buildFallbackActions(query, memoSection, answerMarkdown),
+      citationIndexes: evidence.slice(0, Math.min(3, evidence.length)).map((_value, index) => index + 1)
+    };
+  }
+
+  try {
+    const parsed = JSON.parse(jsonText) as Record<string, unknown>;
+    const answerMarkdown = typeof parsed.answerMarkdown === 'string' && parsed.answerMarkdown.trim().length > 0
+      ? parsed.answerMarkdown.trim()
+      : 'Insufficient evidence to answer from the indexed sources.';
+    const citationIndexes = parseCitationIndexes(answerMarkdown, evidence.length);
+    const followUps = parseStringArray(parsed.followUps, MAX_FOLLOW_UPS);
+    const suggestedActions = Array.isArray(parsed.suggestedActions)
+      ? parsed.suggestedActions
+        .map((entry) => normalizeSuggestedAction(entry, query))
+        .filter((entry): entry is ResearchCopilotSuggestedAction => Boolean(entry))
+        .slice(0, MAX_SUGGESTED_ACTIONS)
+      : [];
+
+    return {
+      answerMarkdown,
+      followUps,
+      suggestedActions: suggestedActions.length > 0
+        ? suggestedActions
+        : buildFallbackActions(query, memoSection, answerMarkdown),
+      citationIndexes: citationIndexes.length > 0
+        ? citationIndexes
+        : evidence.slice(0, Math.min(3, evidence.length)).map((_value, index) => index + 1)
+    };
+  } catch {
+    const answerMarkdown = rawText.trim() || 'Insufficient evidence to answer from the indexed sources.';
+    return {
+      answerMarkdown,
+      followUps: [],
+      suggestedActions: buildFallbackActions(query, memoSection, answerMarkdown),
+      citationIndexes: evidence.slice(0, Math.min(3, evidence.length)).map((_value, index) => index + 1)
+    };
+  }
+}

lib/server/research-copilot.ts

@@ -0,0 +1,419 @@
+import type {
+  ResearchCopilotCitation,
+  ResearchCopilotTurnResponse,
+  ResearchMemo,
+  ResearchMemoSection,
+  SearchResult,
+  SearchSource
+} from '@/lib/types';
+import { runAiAnalysis } from '@/lib/server/ai';
+import {
+  extractJsonObject,
+  parseCitationIndexes,
+  parseCopilotResponse
+} from '@/lib/server/research-copilot-format';
+import {
+  appendResearchCopilotMessage,
+  getOrCreateResearchCopilotSession,
+  upsertResearchCopilotSessionState
+} from '@/lib/server/repos/research-copilot';
+import {
+  createAiReportArtifactFromAccession,
+  createFilingArtifactFromAccession,
+  getResearchArtifactsByIdsForUser,
+  getResearchMemoByTicker
+} from '@/lib/server/repos/research-library';
+import { searchKnowledgeBase } from '@/lib/server/search';
+
+type CopilotTurnInput = {
+  userId: string;
+  ticker: string;
+  query: string;
+  selectedSources?: SearchSource[];
+  pinnedArtifactIds?: number[];
+  memoSection?: ResearchMemoSection | null;
+};
+
+const DEFAULT_SELECTED_SOURCES: SearchSource[] = ['documents', 'filings', 'research'];
+const MAX_HISTORY_MESSAGES = 6;
+const MAX_CONTEXT_RESULTS = 6;
+const MAX_CONTEXT_CHARS = 8_000;
+
+function normalizeTicker(ticker: string) {
+  return ticker.trim().toUpperCase();
+}
+
+function normalizeSources(value?: SearchSource[] | null) {
+  const unique = new Set<SearchSource>();
+  for (const source of value ?? DEFAULT_SELECTED_SOURCES) {
+    if (source === 'documents' || source === 'filings' || source === 'research') {
+      unique.add(source);
+    }
+  }
+
+  return unique.size > 0 ? [...unique] : [...DEFAULT_SELECTED_SOURCES];
+}
+
+function normalizePinnedArtifactIds(value?: number[] | null) {
+  const unique = new Set<number>();
+  for (const id of value ?? []) {
+    const normalized = Math.trunc(Number(id));
+    if (Number.isInteger(normalized) && normalized > 0) {
+      unique.add(normalized);
+    }
+  }
+
+  return [...unique];
+}
+
+function truncate(value: string, maxLength: number) {
+  const normalized = value.trim();
+  if (normalized.length <= maxLength) {
+    return normalized;
+  }
+
+  return `${normalized.slice(0, maxLength - 1).trimEnd()}…`;
+}
+
+function buildSessionTitle(query: string) {
+  return truncate(query, 72);
+}
+
+function summarizeMemoPosture(memo: ResearchMemo | null) {
+  if (!memo) {
+    return 'No investment memo exists yet.';
+  }
+
+  return JSON.stringify({
+    rating: memo.rating,
+    conviction: memo.conviction,
+    timeHorizonMonths: memo.time_horizon_months,
+    packetTitle: memo.packet_title,
+    packetSubtitle: memo.packet_subtitle
+  });
+}
+
+function buildConversationContext(history: Array<{ role: 'user' | 'assistant'; content_markdown: string }>) {
+  if (history.length === 0) {
+    return 'No previous conversation.';
+  }
+
+  return history.map((message) => `${message.role.toUpperCase()}: ${truncate(message.content_markdown, 600)}`).join('\n\n');
+}
+
+function buildPinnedArtifactContext(artifacts: Array<{ id: number; title: string | null; summary: string | null; body_markdown: string | null; kind: string }>) {
+  if (artifacts.length === 0) {
+    return 'No pinned artifacts.';
+  }
+
+  return artifacts.map((artifact) => JSON.stringify({
+    id: artifact.id,
+    kind: artifact.kind,
+    title: artifact.title,
+    summary: artifact.summary,
+    body: artifact.body_markdown ? truncate(artifact.body_markdown, 700) : null
+  })).join('\n');
+}
+
+function buildEvidence(results: SearchResult[]) {
+  const evidence: SearchResult[] = [];
+  let totalChars = 0;
+
+  for (const result of results) {
+    if (evidence.length >= MAX_CONTEXT_RESULTS) {
+      break;
+    }
+
+    if (totalChars + result.chunkText.length > MAX_CONTEXT_CHARS && evidence.length > 0) {
+      break;
+    }
+
+    evidence.push(result);
+    totalChars += result.chunkText.length;
+  }
+
+  return evidence;
+}
+
+function buildCopilotPrompt(input: {
+  ticker: string;
+  query: string;
+  selectedSources: SearchSource[];
+  memoSection: ResearchMemoSection | null;
+  memo: ResearchMemo | null;
+  history: Array<{ role: 'user' | 'assistant'; content_markdown: string }>;
+  pinnedArtifacts: Array<{ id: number; title: string | null; summary: string | null; body_markdown: string | null; kind: string }>;
+  evidence: SearchResult[];
+}) {
+  const evidenceText = input.evidence.map((result, index) => ([
+    `[${index + 1}] ${result.citationLabel}`,
+    `Source kind: ${result.sourceKind}`,
+    `Ticker: ${result.ticker ?? 'n/a'}`,
+    `Title: ${result.title ?? result.sourceRef}`,
+    `Excerpt: ${result.chunkText}`
+  ].join('\n'))).join('\n\n');
+
+  return [
+    'You are an embedded buy-side company research copilot.',
+    'Use only the supplied evidence. Never use outside knowledge.',
+    'Return strict JSON only with this shape:',
+    '{"answerMarkdown":"string","followUps":["string"],"suggestedActions":[{"type":"draft_note|draft_memo_section|queue_research_brief","label":"string","description":"string|null","section":"thesis|variant_view|catalysts|risks|disconfirming_evidence|next_actions|null","title":"string|null","contentMarkdown":"string|null","citationIndexes":[1],"query":"string|null"}]}',
+    'The answerMarkdown should use inline citations like [1] and [2].',
+    'Suggested actions must be review-first. Never instruct the system to save or mutate automatically.',
+    `Ticker: ${input.ticker}`,
+    `Selected sources: ${input.selectedSources.join(', ')}`,
+    `Target memo section: ${input.memoSection ?? 'none'}`,
+    `Memo posture: ${summarizeMemoPosture(input.memo)}`,
+    `Pinned artifacts:\n${buildPinnedArtifactContext(input.pinnedArtifacts)}`,
+    `Recent conversation:\n${buildConversationContext(input.history)}`,
+    `User question: ${input.query}`,
+    '',
+    'Evidence:',
+    evidenceText
+  ].join('\n');
+}
+
+async function materializeArtifactIdForResult(userId: string, result: SearchResult) {
+  if (result.sourceKind === 'research_note') {
+    const artifactId = Math.trunc(Number(result.sourceRef));
+    return Number.isInteger(artifactId) && artifactId > 0 ? artifactId : null;
+  }
+
+  if (!result.accessionNumber) {
+    return null;
+  }
+
+  try {
+    if (result.sourceKind === 'filing_brief') {
+      return (await createAiReportArtifactFromAccession(userId, result.accessionNumber)).id;
+    }
+
+    return (await createFilingArtifactFromAccession(userId, result.accessionNumber)).id;
+  } catch {
+    if (result.sourceKind === 'filing_brief') {
+      try {
+        return (await createFilingArtifactFromAccession(userId, result.accessionNumber)).id;
+      } catch {
+        return null;
+      }
+    }
+
+    return null;
+  }
+}
+
+async function buildCopilotCitations(userId: string, evidence: SearchResult[], citationIndexes: number[]) {
+  const citations: ResearchCopilotCitation[] = [];
+
+  for (const index of citationIndexes) {
+    const result = evidence[index - 1];
+    if (!result) {
+      continue;
+    }
+
+    citations.push({
+      index,
+      label: result.citationLabel,
+      chunkId: result.chunkId,
+      href: result.href,
+      source: result.source,
+      sourceKind: result.sourceKind,
+      sourceRef: result.sourceRef,
+      title: result.title,
+      ticker: result.ticker,
+      accessionNumber: result.accessionNumber,
+      filingDate: result.filingDate,
+      excerpt: result.snippet || truncate(result.chunkText, 280),
+      artifactId: await materializeArtifactIdForResult(userId, result)
+    });
+  }
+
+  return citations;
+}
+
+export async function runResearchCopilotTurn(input: CopilotTurnInput): Promise<ResearchCopilotTurnResponse> {
+  const ticker = normalizeTicker(input.ticker);
+  const query = input.query.trim();
+  if (!ticker) {
+    throw new Error('ticker is required');
+  }
+
+  if (!query) {
+    throw new Error('query is required');
+  }
+
+  const selectedSources = normalizeSources(input.selectedSources);
+  const pinnedArtifactIds = normalizePinnedArtifactIds(input.pinnedArtifactIds);
+  const existingSession = await getOrCreateResearchCopilotSession({
+    userId: input.userId,
+    ticker,
+    title: buildSessionTitle(query),
+    selectedSources,
+    pinnedArtifactIds
+  });
+  const memo = await getResearchMemoByTicker(input.userId, ticker);
+  const history = existingSession.messages.slice(-MAX_HISTORY_MESSAGES).map((message) => ({
+    role: message.role,
+    content_markdown: message.content_markdown
+  }));
+  const pinnedArtifacts = await getResearchArtifactsByIdsForUser(input.userId, pinnedArtifactIds);
+
+  const userMessage = await appendResearchCopilotMessage({
+    userId: input.userId,
+    sessionId: existingSession.id,
+    role: 'user',
+    contentMarkdown: query,
+    selectedSources,
+    pinnedArtifactIds,
+    memoSection: input.memoSection ?? null
+  });
+
+  const results = await searchKnowledgeBase({
+    userId: input.userId,
+    query,
+    ticker,
+    sources: selectedSources,
+    limit: 10
+  });
+  const evidence = buildEvidence(results);
+  if (evidence.length === 0) {
+    const answerMarkdown = 'Insufficient evidence to answer from the indexed sources.';
+    const assistantMessage = await appendResearchCopilotMessage({
+      userId: input.userId,
+      sessionId: existingSession.id,
+      role: 'assistant',
+      contentMarkdown: answerMarkdown,
+      citations: [],
+      followUps: [],
+      suggestedActions: parseCopilotResponse(answerMarkdown, [], query, input.memoSection ?? null).suggestedActions,
+      selectedSources,
+      pinnedArtifactIds,
+      memoSection: input.memoSection ?? null
+    });
+    const session = await upsertResearchCopilotSessionState({
+      userId: input.userId,
+      ticker,
+      title: existingSession.title ?? buildSessionTitle(query),
+      selectedSources,
+      pinnedArtifactIds
+    });
+
+    return {
+      session,
+      user_message: userMessage,
+      assistant_message: assistantMessage,
+      results
+    };
+  }
+
+  const response = await runAiAnalysis(
+    buildCopilotPrompt({
+      ticker,
+      query,
+      selectedSources,
+      memoSection: input.memoSection ?? null,
+      memo,
+      history,
+      pinnedArtifacts,
+      evidence
+    }),
+    'Return strict JSON only. Stay concise, factual, and operational.',
+    { workload: 'report' }
+  );
+  const parsed = parseCopilotResponse(response.text, evidence, query, input.memoSection ?? null);
+  const citations = await buildCopilotCitations(input.userId, evidence, parsed.citationIndexes);
+  const assistantMessage = await appendResearchCopilotMessage({
+    userId: input.userId,
+    sessionId: existingSession.id,
+    role: 'assistant',
+    contentMarkdown: parsed.answerMarkdown,
+    citations,
+    followUps: parsed.followUps,
+    suggestedActions: parsed.suggestedActions,
+    selectedSources,
+    pinnedArtifactIds,
+    memoSection: input.memoSection ?? null
+  });
+
+  const session = await upsertResearchCopilotSessionState({
+    userId: input.userId,
+    ticker,
+    title: existingSession.title ?? buildSessionTitle(query),
+    selectedSources,
+    pinnedArtifactIds
+  });
+
+  return {
+    session,
+    user_message: userMessage,
+    assistant_message: assistantMessage,
+    results
+  };
+}
+
+function buildResearchBriefPrompt(input: {
+  ticker: string;
+  query: string;
+  memo: ResearchMemo | null;
+  evidence: SearchResult[];
+}) {
+  const evidenceText = input.evidence.map((result, index) => [
+    `[${index + 1}] ${result.citationLabel}`,
+    `Title: ${result.title ?? result.sourceRef}`,
+    `Excerpt: ${result.chunkText}`
+  ].join('\n')).join('\n\n');
+
+  return [
+    'Write a longer-form buy-side research brief grounded only in the evidence below.',
+    'Use markdown with these sections: Executive Summary, Key Evidence, Memo Implications, Open Questions.',
+    `Ticker: ${input.ticker}`,
+    `Brief request: ${input.query}`,
+    `Memo posture: ${summarizeMemoPosture(input.memo)}`,
+    '',
+    'Evidence:',
+    evidenceText
+  ].join('\n');
+}
+
+export async function generateResearchBrief(input: {
+  userId: string;
+  ticker: string;
+  query: string;
+  selectedSources?: SearchSource[];
+}) {
+  const selectedSources = normalizeSources(input.selectedSources);
+  const memo = await getResearchMemoByTicker(input.userId, input.ticker);
+  const results = await searchKnowledgeBase({
+    userId: input.userId,
+    query: input.query,
+    ticker: input.ticker,
+    sources: selectedSources,
+    limit: 10
+  });
+  const evidence = buildEvidence(results);
+  const response = await runAiAnalysis(
+    buildResearchBriefPrompt({
+      ticker: normalizeTicker(input.ticker),
+      query: input.query.trim(),
+      memo,
+      evidence
+    }),
+    'Use neutral analyst prose and cite evidence inline like [1].',
+    { workload: 'report' }
+  );
+
+  return {
+    provider: response.provider,
+    model: response.model,
+    bodyMarkdown: response.text.trim(),
+    evidence
+  };
+}
+
+export const __researchCopilotInternals = {
+  buildCopilotPrompt,
+  buildResearchBriefPrompt,
+  extractJsonObject,
+  parseCopilotResponse,
+  parseCitationIndexes
+};

lib/server/task-notifications.test.ts

@@ -120,4 +120,35 @@ describe('task notification builder', () => {
     expect(notification.detailLine).toBe('Could not load the primary filing document.');
     expect(notification.actions.some((action) => action.id === 'open_filings')).toBe(true);
   });
+
+  it('adds research navigation for completed research brief jobs', () => {
+    const notification = buildTaskNotification(baseTask({
+      task_type: 'research_brief',
+      status: 'completed',
+      stage: 'completed',
+      stage_detail: 'Generated research brief artifact for NVDA.',
+      stage_context: {
+        subject: {
+          ticker: 'NVDA'
+        }
+      },
+      payload: {
+        ticker: 'NVDA',
+        query: 'Update the thesis'
+      },
+      result: {
+        ticker: 'NVDA',
+        artifactId: 12,
+        model: 'test-model'
+      },
+      finished_at: '2026-03-09T10:06:00.000Z'
+    }));
+
+    expect(notification.actions[0]).toMatchObject({
+      id: 'open_research',
+      href: '/research?ticker=NVDA',
+      primary: true
+    });
+    expect(notification.stats.some((stat) => stat.label === 'Artifact' && stat.value === '12')).toBe(true);
+  });
 });

lib/server/task-notifications.ts

@@ -117,6 +117,13 @@ function buildStats(task: TaskCore): TaskNotificationStat[] {
       );
       break;
     }
+    case 'research_brief':
+      stats.push(
+        makeStat('Ticker', asString(result?.ticker) ?? task.stage_context?.subject?.ticker ?? null),
+        makeStat('Artifact', asNumber(result?.artifactId) ?? null),
+        makeStat('Model', asString(result?.model) ?? null)
+      );
+      break;
   }
 
   if (stats.every((stat) => stat === null)) {
@@ -194,6 +201,14 @@ function buildActions(task: TaskCore): TaskNotificationAction[] {
         primary: true
       });
       break;
+    case 'research_brief':
+      actions.push({
+        id: 'open_research',
+        label: 'Open research',
+        href: ticker ? `/research?ticker=${encodeURIComponent(ticker)}` : '/research',
+        primary: true
+      });
+      break;
   }
 
   actions.push({

lib/server/task-processors.ts

@@ -10,6 +10,7 @@ import type {
 import { runAiAnalysis } from '@/lib/server/ai';
 import { buildPortfolioSummary } from '@/lib/server/portfolio';
 import { getQuote } from '@/lib/server/prices';
+import { generateResearchBrief } from '@/lib/server/research-copilot';
 import { indexSearchDocuments } from '@/lib/server/search';
 import {
   getFilingByAccession,
@@ -32,7 +33,9 @@ import {
   listUserHoldings
 } from '@/lib/server/repos/holdings';
 import { createPortfolioInsight } from '@/lib/server/repos/insights';
+import { createResearchArtifactRecord } from '@/lib/server/repos/research-library';
 import { updateTaskStage } from '@/lib/server/repos/tasks';
+import { updateWatchlistReviewByTicker } from '@/lib/server/repos/watchlist';
 import {
   fetchPrimaryFilingText,
   fetchRecentFilings
@@ -1302,6 +1305,97 @@ async function processPortfolioInsights(task: Task) {
   );
 }
 
+async function processResearchBrief(task: Task) {
+  const ticker = typeof task.payload.ticker === 'string' ? task.payload.ticker.trim().toUpperCase() : '';
+  const query = typeof task.payload.query === 'string' ? task.payload.query.trim() : '';
+  const sources = Array.isArray(task.payload.sources)
+    ? task.payload.sources.filter((entry): entry is 'documents' | 'filings' | 'research' => entry === 'documents' || entry === 'filings' || entry === 'research')
+    : undefined;
+
+  if (!ticker) {
+    throw new Error('Research brief task requires a ticker');
+  }
+
+  if (!query) {
+    throw new Error('Research brief task requires a query');
+  }
+
+  await setProjectionStage(task, 'research.retrieve', `Collecting evidence for ${ticker} research brief`, {
+    subject: { ticker },
+    progress: { current: 1, total: 3, unit: 'steps' }
+  });
+
+  const brief = await generateResearchBrief({
+    userId: task.user_id,
+    ticker,
+    query,
+    selectedSources: sources
+  });
+
+  await setProjectionStage(task, 'research.answer', `Generating research brief for ${ticker}`, {
+    subject: { ticker },
+    progress: { current: 2, total: 3, unit: 'steps' },
+    counters: {
+      evidence: brief.evidence.length
+    }
+  });
+
+  const summary = brief.bodyMarkdown
+    .split('\n')
+    .map((line) => line.trim())
+    .find((line) => line.length > 0 && !line.startsWith('#'))
+    ?? `Generated research brief for ${ticker}.`;
+
+  await setProjectionStage(task, 'research.persist', `Saving research brief artifact for ${ticker}`, {
+    subject: { ticker },
+    progress: { current: 3, total: 3, unit: 'steps' },
+    counters: {
+      evidence: brief.evidence.length
+    }
+  });
+
+  const artifact = await createResearchArtifactRecord({
+    userId: task.user_id,
+    ticker,
+    kind: 'ai_report',
+    source: 'system',
+    subtype: 'research_brief',
+    title: `Research brief · ${query}`,
+    summary,
+    bodyMarkdown: brief.bodyMarkdown,
+    tags: ['copilot', 'research-brief'],
+    metadata: {
+      query,
+      sources: sources ?? ['documents', 'filings', 'research'],
+      provider: brief.provider,
+      model: brief.model,
+      citations: brief.evidence.map((result, index) => ({
+        index: index + 1,
+        label: result.citationLabel,
+        href: result.href
+      }))
+    }
+  });
+
+  await updateWatchlistReviewByTicker(task.user_id, ticker, artifact.updated_at);
+
+  return buildTaskOutcome(
+    {
+      ticker,
+      artifactId: artifact.id,
+      provider: brief.provider,
+      model: brief.model
+    },
+    `Generated research brief artifact for ${ticker}.`,
+    {
+      subject: { ticker },
+      counters: {
+        evidence: brief.evidence.length
+      }
+    }
+  );
+}
+
 export const __taskProcessorInternals = {
   parseExtractionPayload,
   deterministicExtractionFallback,
@@ -1320,6 +1414,8 @@ export async function runTaskProcessor(task: Task) {
       return await processPortfolioInsights(task);
     case 'index_search':
       return await processIndexSearch(task);
+    case 'research_brief':
+      return await processResearchBrief(task);
     default:
       throw new Error(`Unsupported task type: ${task.task_type}`);
   }

lib/task-workflow.ts

@@ -19,7 +19,8 @@ const TASK_TYPE_LABELS: Record<TaskType, string> = {
   refresh_prices: 'Price refresh',
   analyze_filing: 'Filing analysis',
   portfolio_insights: 'Portfolio insight',
-  index_search: 'Search indexing'
+  index_search: 'Search indexing',
+  research_brief: 'Research brief'
 };
 
 const STAGE_LABELS: Record<TaskStage, string> = {
@@ -50,6 +51,9 @@ const STAGE_LABELS: Record<TaskStage, string> = {
   'search.chunk': 'Chunk content',
   'search.embed': 'Generate embeddings',
   'search.persist': 'Persist search index',
+  'research.retrieve': 'Retrieve evidence',
+  'research.answer': 'Generate brief',
+  'research.persist': 'Persist brief',
   'insights.load_holdings': 'Load holdings',
   'insights.generate': 'Generate insight',
   'insights.persist': 'Persist insight'
@@ -97,6 +101,14 @@ const TASK_STAGE_ORDER: Record<TaskType, TaskStage[]> = {
     'search.persist',
     'completed'
   ],
+  research_brief: [
+    'queued',
+    'running',
+    'research.retrieve',
+    'research.answer',
+    'research.persist',
+    'completed'
+  ],
   portfolio_insights: [
     'queued',
     'running',

lib/types.ts

@@ -119,7 +119,8 @@ export type TaskType =
   | 'refresh_prices'
   | 'analyze_filing'
   | 'portfolio_insights'
-  | 'index_search';
+  | 'index_search'
+  | 'research_brief';
 export type TaskStage =
   | 'queued'
   | 'running'
@@ -148,6 +149,9 @@ export type TaskStage =
   | 'search.chunk'
   | 'search.embed'
   | 'search.persist'
+  | 'research.retrieve'
+  | 'research.answer'
+  | 'research.persist'
   | 'insights.load_holdings'
   | 'insights.generate'
   | 'insights.persist';
@@ -178,7 +182,8 @@ export type TaskNotificationAction = {
     | 'open_analysis'
     | 'open_analysis_report'
     | 'open_search'
-    | 'open_portfolio';
+    | 'open_portfolio'
+    | 'open_research';
   label: string;
   href: string | null;
   primary?: boolean;
@@ -318,6 +323,73 @@ export type SearchAnswerResponse = {
   results: SearchResult[];
 };
 
+export type ResearchCopilotSuggestedActionType =
+  | 'draft_note'
+  | 'draft_memo_section'
+  | 'queue_research_brief';
+
+export type ResearchCopilotCitation = {
+  index: number;
+  label: string;
+  chunkId: number;
+  href: string;
+  source: SearchSource;
+  sourceKind: SearchResult['sourceKind'];
+  sourceRef: string;
+  title: string | null;
+  ticker: string | null;
+  accessionNumber: string | null;
+  filingDate: string | null;
+  excerpt: string;
+  artifactId: number | null;
+};
+
+export type ResearchCopilotSuggestedAction = {
+  id: string;
+  type: ResearchCopilotSuggestedActionType;
+  label: string;
+  description: string | null;
+  section: ResearchMemoSection | null;
+  title: string | null;
+  content_markdown: string | null;
+  citation_indexes: number[];
+  query: string | null;
+};
+
+export type ResearchCopilotMessage = {
+  id: number;
+  session_id: number;
+  user_id: string;
+  role: 'user' | 'assistant';
+  content_markdown: string;
+  citations: ResearchCopilotCitation[];
+  follow_ups: string[];
+  suggested_actions: ResearchCopilotSuggestedAction[];
+  selected_sources: SearchSource[];
+  pinned_artifact_ids: number[];
+  memo_section: ResearchMemoSection | null;
+  created_at: string;
+};
+
+export type ResearchCopilotSession = {
+  id: number;
+  user_id: string;
+  ticker: string;
+  title: string | null;
+  selected_sources: SearchSource[];
+  pinned_artifact_ids: number[];
+  created_at: string;
+  updated_at: string;
+  messages: ResearchCopilotMessage[];
+};
+
+export type ResearchCopilotTurnResponse = {
+  session: ResearchCopilotSession;
+  user_message: ResearchCopilotMessage;
+  assistant_message: ResearchCopilotMessage;
+  results: SearchResult[];
+};
+
 export type ResearchArtifact = {
   id: number;
   user_id: string;
@@ -403,6 +475,7 @@ export type ResearchWorkspace = {
   library: ResearchArtifact[];
   packet: ResearchPacket;
   availableTags: string[];
+  copilotSession: ResearchCopilotSession | null;
 };
 
 export type CompanyFinancialPoint = {