Epic: Hybrid T3Coder-style AI research workspace #11

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opened 2026-03-14 22:54:43 +00:00 by Francy51 · 0 comments
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Summary

Integrate a T3Coder-like AI interface into the research page so company research, cited answers, memo drafting, and evidence management happen in one tightly integrated workspace.

Scope

  • Add a docked AI copilot to /research
  • Add a focus-mode conversation layout
  • Persist per-ticker chat sessions
  • Ground answers in the existing search/index pipeline with citations
  • Let users turn AI output into notes, memo drafts, and evidence links with review-first flows
  • Queue longer-running research jobs through the existing task system

Acceptance Criteria

  • Research page supports docked and focus AI modes
  • AI answers are citation-backed and open existing source surfaces
  • AI can draft note text and memo-section text without silent writeback
  • Session history is scoped to user + ticker
  • Long-running research actions surface through notifications/tasks
  • Existing research MVP flow still passes

Subfeatures

  • Context chips and source toggles
  • Suggested prompts and follow-up questions
  • Memo-targeted drafting
  • Evidence pinning from citations
  • Background brief generation
  • Conversation persistence and replay

Out of Scope

  • Multi-user collaboration
  • Organization-shared copilot sessions
  • Autonomous writeback without user confirmation
  • Multi-company chat in this first release
## Summary Integrate a T3Coder-like AI interface into the research page so company research, cited answers, memo drafting, and evidence management happen in one tightly integrated workspace. ## Scope - Add a docked AI copilot to /research - Add a focus-mode conversation layout - Persist per-ticker chat sessions - Ground answers in the existing search/index pipeline with citations - Let users turn AI output into notes, memo drafts, and evidence links with review-first flows - Queue longer-running research jobs through the existing task system ## Acceptance Criteria - Research page supports docked and focus AI modes - AI answers are citation-backed and open existing source surfaces - AI can draft note text and memo-section text without silent writeback - Session history is scoped to user + ticker - Long-running research actions surface through notifications/tasks - Existing research MVP flow still passes ## Subfeatures - Context chips and source toggles - Suggested prompts and follow-up questions - Memo-targeted drafting - Evidence pinning from citations - Background brief generation - Conversation persistence and replay ## Out of Scope - Multi-user collaboration - Organization-shared copilot sessions - Autonomous writeback without user confirmation - Multi-company chat in this first release
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Reference: Francy51/Neon-Desk#11