// ============================================================= // page-research.jsx — Private research surface at /#/research // // Token-gated workbench for ad-hoc public-records research on any // company that files with the SEC. Type a name, hit lookup, get a // Haiku-synthesized dossier with material events, classified signals, // and watch points. Saves every dossier to the research_dossiers // table for return visits. // // Auth: a Bearer token (RESEARCH_TOKEN env var on Vercel side) is // stored in localStorage on first visit. Without the token the // /api/research/dossier endpoint 403s. // ============================================================= const { useState: useStateRS, useEffect: useEffectRS, } = React; const RESEARCH_TOKEN_KEY = "sc.research.token.v1"; function ResearchPage({ onNav }) { const [token, setToken] = useStateRS(() => { try { return localStorage.getItem(RESEARCH_TOKEN_KEY) || ""; } catch { return ""; } }); const [tokenInput, setTokenInput] = useStateRS(""); const [company, setCompany] = useStateRS(""); const [loading, setLoading] = useStateRS(false); const [result, setResult] = useStateRS(null); const [err, setErr] = useStateRS(""); const [recent, setRecent] = useStateRS([]); // CourtListener federal-court search — separate state, same token + company const [courtLoading, setCourtLoading] = useStateRS(false); const [courtResult, setCourtResult] = useStateRS(null); const [courtErr, setCourtErr] = useStateRS(""); // Pull recent dossiers from the DB on mount, if we have a token useEffectRS(() => { if (!token || !window.SI_DB || !window.SI_DB.raw) return; let alive = true; (async () => { try { const rows = await window.SI_DB.raw.select( "research_dossiers", "select=id,company,filer_name,generated_at&order=generated_at.desc&limit=12" ).catch(() => []); if (alive) setRecent(Array.isArray(rows) ? rows : []); } catch {} })(); return () => { alive = false; }; }, [token]); function saveToken(e) { e.preventDefault(); // Strip surrounding whitespace AND any wrapping quotes a user might // have copy-pasted along with the token. const cleaned = tokenInput.trim().replace(/^["']|["']$/g, ""); if (!cleaned) return; try { localStorage.setItem(RESEARCH_TOKEN_KEY, cleaned); } catch {} setToken(cleaned); } function clearToken() { try { localStorage.removeItem(RESEARCH_TOKEN_KEY); } catch {} setToken(""); setResult(null); } async function courtLookup(e) { if (e) e.preventDefault(); if (!company.trim()) return; setCourtLoading(true); setCourtErr(""); setCourtResult(null); try { const r = await fetch("/api/research/courtlistener", { method: "POST", headers: { "Content-Type": "application/json", "Authorization": `Bearer ${token}`, }, body: JSON.stringify({ company: company.trim(), days: 365 * 3 }), }); if (r.status === 403) { const j = await r.json().catch(() => ({})); setCourtErr(`Token rejected. ${j?.hint || ""}`); return; } if (!r.ok) { const t = await r.text(); setCourtErr(`Court search failed (${r.status}): ${t.slice(0, 200)}`); return; } const j = await r.json(); setCourtResult(j); } catch (e2) { setCourtErr(`Network error: ${e2?.message || e2}`); } finally { setCourtLoading(false); } } async function lookup(e) { if (e) e.preventDefault(); if (!company.trim()) return; setLoading(true); setErr(""); setResult(null); try { const r = await fetch("/api/research/dossier", { method: "POST", headers: { "Content-Type": "application/json", "Authorization": `Bearer ${token}`, }, body: JSON.stringify({ company: company.trim() }), }); if (r.status === 403) { // Surface the API's diagnostic so we can tell whether the env // var is missing vs the token mismatches vs whitespace. const j = await r.json().catch(() => ({})); const hint = j?.hint || ""; setErr(`Token rejected. ${hint} (env set: ${j?.env_token_set ? "yes" : "NO"} · expected len: ${j?.env_token_len ?? "?"} · sent len: ${j?.sent_token_len ?? "?"})`); // Don't auto-clear the token — let the user see the hint and decide. return; } if (!r.ok) { const t = await r.text(); setErr(`Request failed (${r.status}): ${t.slice(0, 200)}`); return; } const j = await r.json(); setResult(j); } catch (e2) { setErr(`Network error: ${e2?.message || e2}`); } finally { setLoading(false); } } // ----- Token gate ------------------------------------------------------- if (!token) { return (
Private workbench

Research dossier · token required

This surface is gated by a research token. Paste it below to unlock — the token stays in your browser only.

setTokenInput(e.target.value)} />
); } // ----- Workbench -------------------------------------------------------- return (
Private workbench · token unlocked

Public-records research, on any company.

Type any company name and choose a source. SEC EDGAR covers every public filer (10-Ks, 8-K material events, late filings, officer changes). Federal court records (RECAP / PACER mirror) cover EVERY company — including private brokers and small carriers EDGAR can't see — surfacing breach-of-contract suits, default judgments, cargo claims, and bankruptcy filings. Both run the same Haiku synthesis.

setCompany(e.target.value)} />
{err &&
{err}
} {courtErr &&
{courtErr}
}
{/* Result panel */}
{result ? (
Dossier · {result.filer?.name || result.company} {result.filer?.cik && CIK {result.filer.cik}}

{result.dossier?.headline || "(no headline returned)"}

{result.dossier?.tldr && (
TL;DR · {result.dossier.tldr}
)} {(result.dossier?.sections || []).map((s, i) => (
{s.title}
{s.body}
))} {result.dossier?.error && (
Haiku returned non-JSON. Raw output: 
{result.dossier.raw}
)} {result.signals?.length > 0 && ( <>
Classified signals · click any row to open the filing on SEC.gov
{result.signals.slice(0, 24).map((s, i) => { // Prefer the primary document URL (actual 8-K HTML) // over the filing index page. The index page lists // every XBRL companion file (.xsd schema, _lab.xml, // _pre.xml, _cal.xml, _def.xml) and the user can // dead-end on a raw schema if they pick wrong. // Falls back to the index when primaryDoc is missing. const cik = result.filer?.cik || ""; const cikNum = cik ? String(parseInt(cik, 10)) : ""; const accNoDash = s.accession ? s.accession.replace(/-/g, "") : ""; const url = (s.primaryDoc && cikNum && accNoDash) ? `https://www.sec.gov/Archives/edgar/data/${cikNum}/${accNoDash}/${s.primaryDoc}` : (s.accession && cikNum) ? `https://www.sec.gov/Archives/edgar/data/${cikNum}/${accNoDash}/${s.accession}-index.htm` : null; const Row = url ? "a" : "div"; const props = url ? { href: url, target: "_blank", rel: "noopener noreferrer", style: { display: "block", textDecoration: "none", color: "inherit", cursor: "pointer" }, } : {}; return ( {s.severity} {s.date} · {s.form} {s.item && Item {s.item}} {s.label} {url && SEC.gov →} ); })} )}
) : !loading ? (
Enter a company name above to start.
) : (
Pulling SEC EDGAR + classifying signals + synthesizing dossier…
)} {/* Federal-court footprint card — appears below the EDGAR card when the user runs a court search. Reuses the same styling. */} {(courtResult || courtLoading) && (
Federal court footprint · {courtResult?.company || company} {courtResult?.hit_count != null && ( {courtResult.hit_count} hit{courtResult.hit_count === 1 ? "" : "s"} in RECAP )}
{courtLoading ? (
Searching CourtListener RECAP archive + synthesizing report…
) : courtResult && ( <>

{courtResult.dossier?.headline || "(no headline returned)"}

{courtResult.dossier?.tldr && (
TL;DR · {courtResult.dossier.tldr}
)} {(courtResult.dossier?.sections || []).map((s, i) => (
{s.title}
{s.body}
))} {courtResult.dossier?.error && (
Haiku returned non-JSON. Raw output: 
{courtResult.dossier.raw}
)} {courtResult.hits?.length > 0 && ( <>
Top matching dockets · click any row to open on CourtListener
{courtResult.hits.slice(0, 24).map((h, i) => { const Row = h.docketUrl ? "a" : "div"; const props = h.docketUrl ? { href: h.docketUrl, target: "_blank", rel: "noopener noreferrer", style: { display: "block", textDecoration: "none", color: "inherit", cursor: "pointer" }, } : {}; return ( {h.severity} {(h.dateFiled || "").slice(0, 10)} {" · "}{h.caseName} {h.court && {h.court}} {h.docketUrl && CourtListener →} {h.snippet && (
…{h.snippet}…
)} ); })} )} )}
)}
{/* Sidebar — recent dossiers + token controls */}
Recent dossiers
{recent.length === 0 ? (
No dossiers yet — your first lookup will be saved here.
) : ( recent.map(r => (
{r.filer_name || r.company} {(r.generated_at || "").slice(0, 10)}
)) )}
); } window.ResearchPage = ResearchPage;