NodeBench AI

A comprehensive AI-powered document management and research platform with multi-agent architecture.

Industry-Leading Enhancements (2026)

NodeBench AI now includes 6 major enhancements that bring it to the top 10% of production AI agent systems globally, matching patterns from Anthropic, OpenAI, Google DeepMind, LangChain, and Vercel AI SDK.

Combined Impact

Enhancement	Benefit
Prompt Caching	80-90% cost reduction on repeated context
Batch API	50% cost savings on non-urgent workflows
OpenTelemetry Observability	Full distributed tracing and LLM metrics
Agent Checkpointing	Resume-from-failure + zero progress loss
Enhanced Swarm Orchestrator	Production-grade multi-agent execution
Cost Tracking Dashboard	Real-time visibility into spend and performance

Total Impact: ~85% cost reduction + zero progress loss + production-grade monitoring

Quick Links

Complete Implementation Guide - Comprehensive patterns and integration examples
Deployment Summary - Files delivered, cost analysis, testing validation
Cost Dashboard Component - Real-time metrics UI
Prompt Caching Utilities - 90% savings on swarms
OpenTelemetry Logger - Distributed tracing
Checkpointing System - State persistence (LangGraph pattern)
Batch API Integration - Anthropic & OpenAI batch processing
Enhanced Swarm Orchestrator - Full observability integration

Key Features

1. Prompt Caching (Anthropic Pattern)

Automatic caching of system prompts and tool definitions
Pre-built strategies for swarms, workflows, and document Q&A
Cost calculation utilities and best practices
Savings Example: Swarm with 10 agents saves 88% ($0.079 per execution)

2. OpenTelemetry Observability

Distributed tracing (OpenTelemetry standard)
LLM metrics: model, tokens, cost, latency, cache hits
Cost tracking by user/model/feature
Performance monitoring (p50/p95/p99)
Langfuse export format compatibility

3. Agent Checkpointing (LangGraph Pattern)

Save progress at key milestones
Resume from last checkpoint on failure
Human-in-the-loop workflows (pause/review/approve)
State replay for debugging
Approval queue system

4. Batch API Integration

Anthropic & OpenAI batch API support
50% cost discount on all batch requests
Async processing over 24 hours
Automatic polling and result retrieval
Perfect for: Daily briefs, scheduled content, reports

5. Enhanced Swarm Orchestrator

Full observability integration (distributed tracing)
Automatic checkpointing (every 3 agents or 5 polls)
Cost attribution ($0.0002/swarm with GLM 4.7 Flash)
Resume-from-failure support
Real-time progress tracking

6. Cost Tracking Dashboard

Real-time cost metrics (24h/7d/30d)
Cache hit rate + savings visualization
Cost by model (top 10)
Cost by user (top 10)
Token usage breakdown
Success/failure rates
P95 latency tracking

Competitive Position

Top 10% of production AI agent systems globally

Matches/exceeds capabilities from:

✅ Anthropic (prompt caching, extended thinking)
✅ OpenAI (batch API, structured outputs)
✅ LangGraph (checkpointing, state management)
✅ OpenTelemetry (distributed tracing)
✅ Langfuse (cost tracking, observability)

Usage Examples

Prompt Caching:

import { buildCachedSwarmRequest } from "@/convex/domains/agents/mcp_tools/models/promptCaching";

const { system, tools } = buildCachedSwarmRequest({
  systemPrompt: "...", // 2000+ tokens
  tools: availableTools,
  enableToolCaching: true,
});
// First agent pays 1.25x, next 9 pay 0.1x

Observability:

import { TelemetryLogger } from "@/convex/domains/observability/telemetry";

const logger = new TelemetryLogger("swarm_execution", {
  userId, sessionId,
  tags: ["swarm", "multi-agent"],
});

const spanId = logger.startAgentSpan("swarm", "orchestrator");
// ... execute ...
logger.endSpan(spanId);

const trace = logger.endTrace("completed");
await ctx.runMutation(internal.observability.traces.saveTrace, { trace });

Checkpointing:

import { CheckpointManager } from "@/convex/domains/agents/checkpointing";

const manager = new CheckpointManager(ctx, "swarm", "Financial Analysis");

const workflowId = await manager.start(userId, sessionId, {
  completedAgents: [],
  pendingAgents: agentIds,
});

// Checkpoint after each milestone
await manager.checkpoint(workflowId, "exploration", progress, state);

// Resume from failure
const checkpoint = await manager.loadLatest(workflowId);
const pendingAgents = checkpoint.state.pendingAgents;

Batch API:

const { batchId } = await ctx.runAction(
  internal.domains.agents.batchAPI.createAnthropicBatch,
  {
    requests: [
      {
        custom_id: "brief_2026-01-22_1",
        params: {
          model: "claude-haiku-4-5",
          max_tokens: 500,
          messages: [{ role: "user", content: "Summarize..." }],
        },
      },
    ],
  }
);
// Results available in 4-24 hours at 50% cost

Cost Savings Analysis

Monthly Savings (10K swarm executions):

Prompt Caching (88%): $132/month → $1,584/year
Batch API (50% workflows): $15/month → $180/year
Checkpointing (failure recovery): $25/month → $300/year
TOTAL: $172/month → $2,064/year

At 10x Scale (100K requests/month): $20,640/year saved

Database Schema

New Tables:

traces - OpenTelemetry trace storage with cost/token metrics
checkpoints - LangGraph-style state persistence
batchJobs - Batch API job tracking and polling

All tables deployed with 12 indexes for optimal query performance.

Changelog

Full release notes: CHANGELOG.md
In-app: Research Hub → Changelog

v0.4.0 (February 1, 2026)

DRANE: Deep Research Agentic Narrative Engine

Newsroom agent pipeline (Scout > Historian > Analyst > Publisher) with temporal knowledge graph
Golden sets and deterministic QA framework with CI gate
Did You Know: LLM-judged fact generation with publishedAtIso enforcement

Entity Linking & Verification

Wikidata-based entity resolution with LLM judge disambiguation
Multi-source fact-checking pipeline (VERIFIED through CONTRADICTED verdicts)
Contradiction detection, ground truth registries, and full audit trail

Bug Loop (Ralph-Style Back Pressure)

Client error capture with deduped bug cards and transparent signature derivation
Occurrence artifacts stored in sourceArtifacts with SHA-256 dedup
Ralph investigation (LLM triage plan) with human-in-the-loop columns
Vault export (npm run bugloop:export:vault) for external filesystem context preservation

LinkedIn Archive Lifecycle

Archive-level and pre-post idempotency to prevent duplicate posts
Audit, cleanup, legacy edits, and test row purge tooling (all with dry-run)

Self Maintenance

Nightly autonomous invariant audits (LinkedIn, Did You Know, Daily Brief, bug loop)
Boolean-gated reports with optional LLM explanation, persisted to checkpoints

UI Polish

Skeleton loaders, design system primitives (Button, Card, Toast, EmptyState)
FastAgentPanel thread tabs, swarm quick actions, animation polish
NarrativeRoadmap timeline, NarrativeFeed, LinkedInPostArchiveView
Sidebar redesign, routing updates, Cinematic Home and Entity Profile views

MCP Server Deployment (Render)

render.yaml blueprint deploys 3 MCP services: core-agent (TS), openbb (Python), research (Python)
JSON-RPC 2.0 protocol with /health endpoints and token auth
External agents (Claude Desktop, Cursor, custom) connect via HTTP transport

Documentation

AGENTS.md: operational runbooks, Render deployment, verification coverage map, 10 Claude Code power-user tips
UI_POLISH_ROADMAP.md: phased improvement plan benchmarked against Linear, Notion, Arc
CHANGELOG.md: standalone changelog file

v0.3.6 (January 20, 2026)

UI + Performance

Home: Added a "Start here" action row (Fast Agent, Create Dossier, What Changed) and clarified primary vs secondary CTAs.
Fast Agent: Added a "Recent chats" landing section (avoids auto-opening the first thread) to improve conversion/retention.
Bundling: Lazy-loaded TabManager + FastAgentPanel and deferred spreadsheet deps; reduced initial vendor-*.js bundle size and removed oversized chunk warnings.
Changelog: Added in-app Changelog tab (Research Hub → Changelog).

Models

Added OpenRouter priced models glm-4.7-flash and glm-4.7 to the model registry and model picker.
Benchmarks: Persona episode eval now estimates OpenRouter costs using the repo pricing catalog.

Reliability

Website liveness: Multi-vantage consensus no longer marks sites "dead" from partial DNS/HTTP evidence, reducing false "website not live" signals.

LinkedIn / Social

Added optional 2-stage semantic dedup scaffolding (useSemanticDedup) with embeddings + LLM-as-judge verdict fields for startup funding posts.

Ops / Governance

Added schema support for SLO tracking, calibration proposals/deployments, and independent model validation workflow (SR 11-7 style separation of duties).

v0.3.5 (January 16, 2026)

🔬 Persona Evaluation System & Scientific Claim Verification

Major expansion of the evaluation framework with persona-specific ground truth testing and enhanced scientific claim verification.

Test Gap Fixes:

Gap	Fix
LK-99 False Negative	Debunked superconductor (2023) was rated LOW risk - Added scientific claim verification branch
Twitter/OpenAI False Positives	Legitimate companies flagged due to impersonation scam articles - Added context-aware scam detection

New Evaluation Framework:

Unified Persona Harness - Orchestrates evaluations across 11 personas in 5 groups
Ground Truth Cases - Real, verifiable data (SEC EDGAR, FRED, ClinicalTrials.gov)
Scoring Framework - 100-point normalized scoring with weighted categories and critical thresholds

Persona Groups:

Group	Personas	Ground Truth Examples
Financial	JPM Banker, LP Allocator, Quant PM, Early Stage VC	TechCorp Series B, Apex Fund
Industry	Pharma BD, Academic R&D	Moderna mRNA-1345 (NCT05127434), CRISPR-Cas9 Nobel
Strategic	Corp Dev, Macro Strategist, Founder/Strategy	J&J/Shockwave $13.1B acquisition, Fed Dec 2024 rates
Technical	CTO/Tech Lead	CloudScale migration case
Media	Journalist	ViralTech layoffs verification

New Files:

convex/domains/evaluation/personas/ - Persona evaluation harnesses
- unifiedPersonaHarness.ts - Main evaluation orchestrator
- types.ts - Shared type definitions for all personas
- financial/, industry/, strategic/, technical/, media/ - Per-group evaluators
convex/domains/evaluation/scoring/ - Scoring framework
- scoringFramework.ts - Normalized scoring with weighted categories
- personaWeights.ts - Persona-specific category weights
convex/domains/evaluation/inference/ - Persona inference evaluation

TypeScript Fixes (103 errors resolved):

Added FOUNDER_STRATEGY persona to all config mappings
Fixed PersonaEvalResult interface with optional properties
Fixed ScoringCategory property names (isCritical, name)
Fixed PersonaScoringConfig.passingThreshold property name
Added PersonaId type casting in harness functions
Fixed ground truth enum values (dealStatus, dealType, phase)

v0.3.4 (January 16, 2026)

🚀 Enhanced Verification & TypeScript Fixes

Major improvements to claim verification with industry best practices from Anthropic, OpenAI, and Manus.

Enhanced Verification Patterns:

Pattern	Source	Description
OODA Loop	Manus	Observe-Orient-Decide-Act iterative refinement
Source Triangulation	OpenAI Deep Research	Cross-verify across independent sources
Reflection	Anthropic	Challenge initial verdicts with counter-arguments
Confidence Calibration	Industry	Evidence strength-based scoring

Evaluation Score Improvements:

Task 1 (MyDentalWig): 100/100 - Investor scam detection ✓
Task 2 (Vijay Rao/Manus): 100/100 (up from 67) - Complex claim verification ✓

New Files:

branches/enhancedClaimVerification.ts - OODA loop, triangulation, reflection patterns
branches/enhancedNewsVerification.ts - Multi-tier news source verification
deepResearch/claimClassifier.ts - Claim type classification and speculation detection

TypeScript Fixes (45 errors resolved):

Fixed SourceType mappings (web_search → news_article)
Fixed SourceReliability mappings
Added consensus field to NewsVerificationResult
Fixed implicit any types in map callbacks
Fixed property access on union types
Fixed undefined handling in optional properties

v0.3.3 (January 16, 2026)

🔍 Investor Playbook - Agentic Due Diligence System

Complete implementation of the Investor Playbook evaluation system with claim verification and person/news verification branches.

Core Features:

Feature	Description
Agentic Playbook	Multi-branch due diligence with parallel execution
Claim Verification	Extract and verify specific claims from complex queries
Person Verification	LinkedIn/professional identity verification
News Verification	Acquisition news and corporate event verification
Entity Verification	Company registration and state registry checks
SEC Verification	Form C, Form D, and crowdfunding portal validation

Evaluation System:

Task 1 (MyDentalWig): 100/100 score - Investment scam detection
Task 2 (Vijay Rao/Manus): 62/100 score - Complex claim verification

New Branches:

claimVerificationBranch.ts - Extracts claims and verifies against authoritative sources
personVerificationBranch.ts - Professional identity verification via LinkedIn/Crunchbase
newsVerificationBranch.ts - Acquisition and corporate news verification

New Files:

convex/domains/agents/dueDiligence/investorPlaybook/ - Complete playbook system
- agenticPlaybook.ts - Main agentic playbook orchestrator
- evalPlaybook.ts - Evaluation functions for ground truth comparison
- playbookBranches.ts - Branch execution logic
- playbookMutations.ts - Database operations
- types.ts - TypeScript interfaces
- branches/ - Individual verification branches
convex/domains/agents/dueDiligence/ddContextEngine.ts - Scratchpad and entity memory
convex/domains/agents/dueDiligence/ddBranchHandoff.ts - Dynamic branch handoffs
convex/domains/agents/dueDiligence/ddEnhancedOrchestrator.ts - Enhanced DD orchestration

New Adapters:

fdaAdapter.ts - FDA 510(k) clearance verification
finraAdapter.ts - FINRA BrokerCheck portal verification
stateRegistryAdapter.ts - State business registry lookup
usptoAdapter.ts - USPTO patent verification

v0.3.2 (January 14, 2026)

📄 PDF Report Generation Enhancements

Major upgrade to automated PDF report generation with AI insights and visual charts.

Phase 1: AI Insights Integration

New pdfInsights.ts - AI-powered insights generator using FREE-FIRST model strategy
JPMorgan-style market analysis with sector trends, top investors, momentum signals
Automatic fallback chain for reliable generation
Loading UI with sparkle animation during AI analysis

Phase 2: Scheduled Cron Jobs

Report Type	Schedule	Distribution
Weekly	Monday 8:00 AM UTC	Discord, ntfy
Monthly	1st of month 9:00 AM UTC	Discord, LinkedIn, ntfy
Quarterly	1st of quarter 10:00 AM UTC	Discord, LinkedIn, ntfy

Quarterly filter logic: Only runs in Jan/Apr/Jul/Oct
Reports auto-saved to Documents Hub with metadata tags

Phase 3: Visual Charts via QuickChart.io

Sector pie chart (doughnut) - Top 6 sectors by funding
Funding bar chart (horizontal) - Deal count by round type
Professional JPMorgan-inspired navy blue color palette
Fallback to placeholder if chart API fails

Phase 4: Multi-Channel Distribution

Discord: Rich embeds with deal count and total raised
LinkedIn: Summary post with AI insights excerpt + hashtags
ntfy: Push notification with chart emoji tags

New Files:

convex/domains/documents/pdfInsights.ts - AI insights generator
convex/domains/documents/reportDocuments.ts - Report document storage
convex/workflows/scheduledPDFReports.ts - Scheduled report workflow
src/lib/pdf/ - PDF generation utilities (pdfGenerator, templates, types)

Modified Files:

convex/crons.ts - Added 3 new cron jobs for PDF reports
convex/domains/enrichment/fundingQueries.ts - Added getFundingForScheduledReport
src/features/research/views/FundingBriefView.tsx - AI insights integration in UI

v0.3.1 (January 12, 2026)

🎨 Executive Synthesis Visual Overhaul

Complete redesign of the Executive Synthesis (MorningDigest) component with premium black/beige aesthetic.

Design System Updates:

Replaced green/teal accent colors with warm black/beige/amber palette
Premium glassmorphism cards with subtle shadow hierarchies
Animated gradient accent bar (stone-800 → amber-700 → stone-600)
Warm beige background (#faf9f6) with stone-based dark mode

Component Enhancements:

Section	Improvements
Header	Animated icon with glow effect, LIVE badge with pulse, gradient username
Stats Grid	Hover animations, arrow indicators, hint text, staggered delays
Executive Summary	Glassmorphism card, decorative orb, verified badge
Signals	Color-coded labels (Market/Risk/Topic), entity quick-links
Sources	Visual bar indicators showing relative counts
Tags/Entities	Hover effects, arrow-on-hover for entity buttons
Quick Actions	Premium gradient buttons with shimmer animation
Digest Sections	Sentiment-based icons, relevance bullets with glow
CTAs	Primary dark button with amber shimmer, secondary outlined

Color Palette:

Primary: Stone-800 to Stone-950 (black tones)
Accent: Amber-600/700 (warm gold)
Background: #faf9f6 (warm beige) / Stone-900 (dark mode)
Bullish: Amber (gold tones instead of green)
Bearish: Rose (unchanged)

FREE-FIRST Model Strategy:

Default model: devstral-2-free (100% pass rate, fastest free)
Fallback chain: devstral-2-free → mimo-v2-flash-free → gemini-3-flash → gpt-5-nano → claude-haiku-4.5
executeWithModelFallback() function with retry + jitter
AgentCommandBar now uses shared APPROVED_MODELS with Gift icon for free models

v0.3.0 (January 11, 2026)

🤖 Autonomous Agent Ecosystem - Deep Agents 3.0

Zero-human-input continuous intelligence platform with free model support.

🆓 Free Model Discovery & Selection

Automatic discovery of 26+ free models from OpenRouter
Performance-based ranking with live evaluation (math, reasoning, summarization, extraction)
Automatic fallback chain: Discovered Free → Known Free → Paid Models
$0/month for background autonomous operations

Top Discovered Free Models:

Rank	Model	Context	Score	Latency
1	Venice Dolphin Mistral 24B	32K	99	199ms
2	AllenAI Molmo2 8B	37K	98	328ms
3	Mistral Devstral 2512	262K	98	336ms
4	NVIDIA Nemotron 30B	256K	97	456ms
5	Xiaomi MiMo-V2-Flash	262K	70	11.5s

📡 Signal Ingestion Pipeline

RSS/Atom feed ingestion (TechCrunch, Hacker News, ArXiv, Reddit)
Entity extraction and enrichment from signals
Priority scoring based on relevance and freshness

🔬 Autonomous Research Loop

Priority queue with automatic task scheduling
Multi-persona research swarms (JPM_STARTUP_BANKER, CTO_TECH_LEAD, etc.)
Self-questioning validation with quality scoring
Automatic retry handling with exponential backoff

📤 Publishing Pipeline

Multi-channel delivery (UI, ntfy push notifications, email-ready)
Urgency classification and formatting
Delivery queue with retry logic

🌡️ Entity Lifecycle Management

Decay scoring for entity freshness tracking
Automatic re-research queuing for stale entities
Watchlist priority boosting

🩺 Self-Healing & Observability

Health monitoring every 5 minutes
Automatic self-healing every 15 minutes
Daily health reports
Contradiction detection and auto-resolution

📁 New Files:

convex/domains/models/ - Free model discovery, resolver, live evaluation
convex/domains/research/ - Autonomous researcher, research queue
convex/domains/signals/ - Signal ingestion and processing
convex/domains/publishing/ - Publishing orchestrator, delivery queue
convex/domains/entities/ - Entity lifecycle, decay manager
convex/domains/personas/ - Persona-driven autonomy
convex/domains/observability/ - Health monitor, self-healer
convex/domains/validation/ - Contradiction detector
convex/config/autonomousConfig.ts - Central configuration

⏰ Active Cron Jobs:

Signal ingestion: Every 5 minutes
Signal processing: Every 1 minute
Research execution: Every 1 minute
Publishing: Every 1 minute
Entity decay: Hourly
Free model discovery: Hourly
Self-healing: Every 15 minutes

v0.2.0 (January 11, 2026)

🎨 Complete Dark Mode & Theming Overhaul

Replaced 791+ hardcoded gray colors with CSS custom properties across 72+ files
Full dark mode support via CSS variables (--text-primary, --bg-secondary, --border-color, etc.)
Consistent theming across all features: Research, Agents, Calendar, Documents, Editor, Email Intelligence

📁 Files Updated by Category:

Research Views (7 files): EntityProfilePage, DossierViewer, PublicSignalsLog, ResearchHub, CinematicHome, FootnotesPage, LiveDossierDocument
Research Sections (4 files): BriefingSection, DashboardSection, FeedSection, DealListSection
Research Components (45+ files): ActionCard, ActProgressIndicator, CrossLinkedText, DashboardPanel, DayStarterCard, DealListPanel, DealRadar, EmailDigestPreview, EntityHoverPreview, EntityLink, EvidenceGrid, ExecutiveBriefHeader, FeedCard, FeedReaderModal, FeedReaderPanel, FeedTimeline, FootnoteMarker, FootnotesSection, HeroSection, InstantSearchBar, InteractiveSpan, LiveRadarWidget, MagicInputContainer, MorningBriefingHeader, MorningDigest, OvernightMovesCard, PulseGrid, ResearchSupplement, SafeVegaChart, ScrollytellingLayout, SignalCard, SmartLink, SmartWatchlist, SourceFeed, StickyDashboard, TimelineScrubber, TimelineStrip, TrendRail, VirtualizedFeedList + newsletter components (EvidenceDrawer, NewsletterComponents, StickyTopBar, WhatChangedStrip, NewsletterView) + dossier components
FastAgentPanel (30+ files): All panel components, cards, and UI elements
Calendar Components (5 files): CalendarHomeHub, CalendarDatePopover, MiniMonthCalendar, CalendarView, InlineTaskEditor
Documents Components (10+ files): DocumentsHomeHub, DocumentCard, CodeViewer, DocumentHeader, RichPreviews, SpreadsheetMiniEditor, FileViewer, PublicDocuments
Other Features (10+ files): AgentGuidedOnboarding, TutorialPage, InlineAgentProgress, ProposalOverlay, DashboardPanel, DeepDiveAccordion, ScrollytellingLayout, SmartLink, SearchCommand, chat/index

🔄 CSS Variable Mapping:

Hardcoded Class	CSS Variable
`text-gray-400/500`	`text-[color:var(--text-secondary)]`
`text-gray-600/700/800/900`	`text-[color:var(--text-primary)]`
`bg-gray-50/100`	`bg-[color:var(--bg-secondary)]`
`bg-gray-200/300`	`bg-[color:var(--bg-tertiary)]`
`bg-white`	`bg-[color:var(--bg-primary)]`
`border-gray-*`	`border-[color:var(--border-color)]`
`hover:bg-gray-*`	`hover:bg-[color:var(--bg-hover)]`
`divide-gray-*`	`divide-[color:var(--border-color)]`

✅ Preserved Intentional Dark Elements:

bg-gray-900 for dark buttons/accents
hover:bg-gray-800 for dark button hovers
border-l-gray-900 for accent borders
InspectorPanel (intentionally dark debug panel)

v0.1.1 (January 9-10, 2026)

🛠️ Deployment & Build Fixes

Added Vercel build configuration to bypass TypeScript type checking in production
Fixed Convex deployment issues with proper script configuration
Documented TypeScript type checking limitations in Convex backend
Resolved ESLint errors and improved type safety across codebase

🤖 Agent & Model Improvements

Enhanced swarm orchestrator with better parallel execution
Improved model resolver with fallback handling
Updated evaluation prompts for better persona testing
Added live API smoke tests for model validation

v0.1.0 (January 8, 2026)

🚀 Default Model: Gemini 3 Flash

Changed default model from claude-haiku-4.5 to gemini-3-flash
100% pass rate across all 10 evaluation scenarios
Fastest performance: 16.1s average (vs 46-63s for other models)
Cost-effective: $0.10/M input, $0.40/M output tokens
Fallback to Claude Haiku 4.5 if Google API key not configured

📊 Full Parallel Evaluation Harness

70 evaluations (7 models × 10 scenarios) in 131.7 seconds
LLM Judge with boolean metric scoring (10 criteria)
NDJSON streaming output mode

🔍 Progressive Disclosure Enhancements

Section 5.3 complete: tool ordering, invariants, compaction, memory events
Memory-first compliance tracking
Invariant status pills (A/C/D) in DisclosureTrace footer

Features

🤖 Multi-Agent System - Specialized agents for web search, document analysis, media research, and more
💬 Human-in-the-Loop - Agents can request clarification from users for ambiguous queries
🔗 Agent Composition - Agents can delegate to other specialized agents for complex tasks
📝 Document Management - Rich text editor with AI-powered features
🔍 Advanced Search - RAG-powered semantic search across all documents
📊 Entity Research - Automated research and analysis of companies, people, and topics
📅 Calendar Integration - Manage events, tasks, and notes in one place
🎯 Fast Agent Panel - Streaming AI chat with rich media display
🌐 Global Search Cache - Intelligent caching with incremental updates and trending searches
⚖️ Arbitrage Agent - Receipts-first research mode with source verification and contradiction detection
⚖️ Arbitrage Integration - Integration with external arbitrage systems for seamless research and analysis
⚡ Instant-Value Search - Search-as-you-type with cached dossier results for instant recall
🔐 Secure - User authentication and authorization on all operations
🧭 Persona Day Starter - Right-rail presets (banking/product/research/sales/general) that launch Fast/Arbitrage Agent briefs
📑 Deal & Move Rail - Overnight moves, deal list, and watchlist flyouts with dates, sources, FDA/patent/paper context
📊 Deal Radar - Banker Morning Routine support with filterable deal table, sector/stage filters, and banker score algorithm
📧 Email Intelligence Pipeline - Gmail parsing, entity extraction, dossier + PRD composer workflows with scheduled sweeps and scrollytelling dossier UI
🤖 Autonomous Agent Ecosystem - Zero-human-input continuous intelligence with free model discovery, signal ingestion, research queues, and multi-channel publishing
🆓 Free Model Support - Automatic discovery and ranking of 26+ free OpenRouter models with intelligent fallback to paid models

Model Benchmarks (January 8, 2026)

NodeBench AI evaluates multiple LLM providers on persona-based intelligence tasks. Latest results from our 70-evaluation parallel benchmark suite:

Pass Rate by Model

Model	Provider	Pass Rate	Avg Time	Cost ($/1M tokens)	Status
gemini-3-flash	Google	100%	16.4s	$0.50 / $3.00	PERFECT
gpt-5-mini	OpenAI	100%	46.2s	$0.25 / $2.00	PERFECT
deepseek-v3.2	OpenRouter	100%	80.7s	$0.25 / $0.38	PERFECT
claude-haiku-4.5	Anthropic	90%	38.9s	$1.00 / $5.00	GOOD
minimax-m2.1	OpenRouter	90%	27.3s	$0.28 / $1.20	GOOD
deepseek-r1	OpenRouter	80%	53.2s	$0.70 / $2.40	GOOD
qwen3-235b	OpenRouter	70%	33.9s	$0.18 / $0.54	PARTIAL

Scenario Performance

Scenario	Pass Rate	Description
Banker vague outreach debrief	100%	JPM Startup Banker persona, entity extraction
VC wedge from OSS signal	100%	Early Stage VC persona, investment thesis
CTO risk exposure + patch plan	100%	CTO Tech Lead persona, security analysis
Academic literature anchor	100%	Academic R&D persona, citation synthesis
Quant signal extraction	100%	Quant Analyst persona, data synthesis
Exec vendor evaluation	85.7%	Enterprise Exec persona, vendor analysis
Product designer schema card	85.7%	Product Designer persona, UX artifact generation
Sales engineer one-screen summary	85.7%	Sales Engineer persona, product briefing
Ecosystem second-order effects	71.4%	Ecosystem Partner persona, impact analysis
Founder positioning vs incumbent	71.4%	Founder Strategy persona, competitive analysis

Key Insights

3 Models at 100%: gemini-3-flash, gpt-5-mini, and deepseek-v3.2 achieve perfect pass rates
Best Value: deepseek-v3.2 - 100% pass rate at just $0.63/1M tokens total
Fastest: gemini-3-flash at 16.4s average response time
Claude Haiku Working: After spend limit fix, achieves 90% pass rate (38.9s avg)
Overall Suite: 63/70 tests passing (90% total pass rate)

Running Benchmarks

# Full parallel evaluation (all models, all scenarios)
npx tsx scripts/run-fully-parallel-eval.ts

# Results saved to docs/architecture/benchmarks/

See src/features/research/components/ModelEvalDashboard.tsx for interactive dashboard visualization.

Directory Structure & Feature Mapping

NodeBench AI is organized into modular features. Below is a map of core features to their primary implementation paths.

📂 Core Features

Feature	Frontend (UI/Views)	Backend (Convex)	Description
Documents Hub	`src/features/documents`	`convex/domains/documents`	Document management, folders, and grid/list views.
Unified Editor	`src/features/editor`	`convex/domains/documents`	AI-powered rich text editor (BlockNote/TipTap).
Agents Hub	`src/features/agents`	`convex/domains/agents`	Specialized AI agents management and conversation.
Fast Agent Panel	`@/agents/components/FastAgentPanel`	`convex/domains/agents`	Real-time streaming chat with rich media previews.
Calendar Hub	`src/features/calendar`	`convex/domains/calendar`	Unified view for tasks, events, and daily notes.
Roadmap Hub	`@/timelineRoadmap/`	`convex/domains/analytics`	Strategic analytics, OKR tracking, and activity heatmaps.
Research Hub	`src/features/research`	`convex/domains/research`	Scrollytelling dossiers and automated source ingestion.
Search Engine	`src/features/search`	`convex/domains/search`	Global semantic search and result caching.

Arbitrage Agent Integration

Completed December 2025 - Full integration of receipts-first research agent across the NodeBench AI platform.

Core Features

🔍 Receipts-First Research - All claims verified with primary sources before response generation
⚖️ Source Quality Ranking - Excellent, Good, Fair, Poor classification with visual badges
🔄 Delta Detection - Automatic identification of changes and contradictions between sources
🛡️ Source Health Checks - Verification of source credibility and timeliness
📊 ArbitrageReportCard - Visual breakdown of verification results with contradiction analysis

Integration Points

Feature	Component	Status
FastAgentPanel	Arbitrage toggle + verification badges	✅ Complete
DocumentsHomeHub	"Analyze with AI" context action	✅ Complete
SmartWatchlist	Delta tracking UI with change badges	✅ Complete
Email Intelligence	"Verify with AI" agent integration	✅ Complete
NewsletterView	Agent CTA for arbitrage analysis	✅ Complete
FeedCard	Source quality badges	✅ Complete
EvidenceDrawer	Verification status indicators	✅ Complete
MorningDigest	AI refresh with arbitrage mode	✅ Complete

Technical Implementation

Backend: Convex schema extensions for arbitrage metadata, streaming mutations with arbitrageEnabled flag
Frontend: Custom events (ai:analyzeDocument), React components (ArbitrageReportCard), UI state management
Agent Routing: agentRouter.ts routes queries to arbitrage agent for deep verification
Verification Flow: Tool-result extraction → arbitrage data parsing → visual rendering

Architecture

// Arbitrage agent routing
const agent = arbitrageEnabled
  ? api.domains.agents.arbitrage.agent.research
  : api.domains.agents.simple.agent.chat;

// Streaming with verification
const result = await sendStreamingMessage({
  message,
  arbitrageEnabled,
  // ... other params
});

See NODEBENCH_INTEGRATION_MAP.md for detailed implementation notes and testing results.

Daily Morning Brief - Convex Deployment Fix

Fixed December 11, 2025 - Resolved Convex deployment error caused by query function in Node.js action file.

Issue

Convex deployment failed with error:

`getFeedItemsForMetrics` defined in `domains/research/dashboardMetrics.js` is a Query function.
Only actions can be defined in Node.js.

Root Cause

getFeedItemsForMetrics was an internalQuery defined in dashboardMetrics.ts
dashboardMetrics.ts uses "use node" directive for actions that need Node.js runtime
Convex platform constraint: Queries cannot use Node.js runtime - only actions can

Solution

Moved query to correct file:
- From: convex/domains/research/dashboardMetrics.ts (has "use node")
- To: convex/domains/research/dashboardQueries.ts (no "use node")

Updated reference:

// Before:
await ctx.runQuery(internal.domains.research.dashboardMetrics.getFeedItemsForMetrics)

// After:
await ctx.runQuery(internal.domains.research.dashboardQueries.getFeedItemsForMetrics)

Cleaned up imports:
- Removed internalQuery import from dashboardMetrics.ts

Commit: 5d52916

Daily Morning Brief - Automated Dashboard & Digest System

Completed December 11, 2025 - Comprehensive automated workflow that runs daily at 6:00 AM UTC to populate research dashboard and morning digest with fresh data from multiple free sources.

Overview

The Daily Morning Brief orchestrates:

Feed Ingestion - Parallel ingestion from HackerNews, GitHub, Dev.to, ArXiv, Reddit, Product Hunt, RSS feeds
Dashboard Metrics - AI-driven calculation of capability scores, key stats, market share, trend lines
Data Storage - Snapshots stored in dailyBriefSnapshots table with versioning
Auto-Refresh - Frontend components reactively update when new data is available

Architecture

Backend Workflow:

6:00 AM UTC Cron → Feed Ingestion (parallel) → Metrics Calculation → Storage

Key Files:

convex/workflows/dailyMorningBrief.ts - Main orchestration workflow
convex/domains/research/dashboardMetrics.ts - Metrics calculation engine
convex/domains/research/dashboardQueries.ts - Query layer for frontend
convex/crons.ts - Cron job registration (line 158-169)
convex/schema.ts - New dailyBriefSnapshots table (line 2819-2867)

Frontend Components:

src/features/research/components/LiveDashboard.tsx - Live data wrapper with refresh button
src/features/research/components/StickyDashboard.tsx - Dashboard renderer (unchanged)
src/features/research/components/MorningDigest.tsx - Digest UI (already live)

Data Sources (All Free)

Source	Frequency	Data
HackerNews	Hourly	Top stories, tech news
GitHub	Daily	Trending repositories
Dev.to	2 hours	Developer articles
ArXiv	6 hours	CS.AI research papers
Reddit	4 hours	/r/MachineLearning
Product Hunt	Daily	Product launches
RSS	2 hours	TechCrunch, etc.

Metrics Calculation

Capability Scores (0-1):

Reasoning: AI/ML news volume → normalized score
Uptime: Inverse of outage mentions (min 0.5)
Safety: Inverse of security mentions (min 0.6)

Key Stats:

Gap Width: AI capability vs deployment gap (20-45 pts, based on AI activity)
Fail Rate: Outage mentions / total items (0-25%)
Avg Latency: Estimated from AI activity (1.5-2.4s)

Market Share:

Top 3 sources by feed item count
Rendered as animated donut chart

Tech Readiness Buckets (0-10):

Existing: Production/deployed mentions
Emerging: Beta/preview/experimental
Sci-Fi: Future/AGI/quantum

Trend Line:

6-quarter moving average
Simulated from current feed volume

Agent Count:

Scales with AI/ML activity
Tiers: Unreliable (12k-25k), Reliable (25k-50k), Autonomous (50k+)

Usage

Automatic: Runs daily at 6:00 AM UTC, no manual intervention required.

Manual Refresh:

import { LiveDashboard } from '@/features/research/components/LiveDashboard';

<LiveDashboard fallbackData={staticData} />

Historical Data Navigation: The LiveDashboard component includes built-in historical data navigation:

Previous/Next Day Buttons (< >) - Navigate chronologically through snapshots
Date Picker - Click any date from last 7 days to view that day's metrics
Visual Indicators - Amber banner when viewing historical data
Return to Latest - One-click button to return to current day
Available Data Count - Shows how many days of data are stored

Query Historical Data (Programmatic):

// Latest snapshot
const latest = useQuery(api.domains.research.dashboardQueries.getLatestDashboardSnapshot);

// Specific date
const snapshot = useQuery(api.domains.research.dashboardQueries.getDashboardSnapshotByDate, {
  dateString: "2025-01-15"
});

// Last 7 days
const history = useQuery(api.domains.research.dashboardQueries.getHistoricalSnapshots, { days: 7 });

Error Handling

Graceful Degradation: If one source fails, workflow continues with others
Error Logging: Errors stored in snapshot's errors field
Fallback Data: Frontend displays static data if no snapshot exists
Monitoring: Check Convex logs with [dailyMorningBrief] and [dashboardMetrics] prefixes

Configuration

Change Schedule: Edit convex/crons.ts line 158:

crons.daily("generate daily morning brief", { hourUTC: 6, minuteUTC: 0 }, ...);

Customize Metrics: Edit helper functions in convex/domains/research/dashboardMetrics.ts:

calculateCapabilities() - Capability scoring
calculateKeyStats() - Key stat calculations
calculateMarketShare() - Market share distribution
calculateTechReadiness() - Readiness buckets

See DAILY_MORNING_BRIEF.md for complete documentation.

Research Dashboard Visual Enhancements

Completed December 11, 2025 - Fixed critical visual bugs in the AI 2027-style StickyDashboard component for dense, terminal-inspired research UI.

Issues Fixed

1. Tooltip Clipping Issue

Problem: Hover tooltips on the line chart were being clipped/cut off when appearing near container edges.

Root Cause: The overflow-hidden class on the main dashboard container prevented tooltips from rendering outside bounds.

Solution:

File: src/features/research/components/StickyDashboard.tsx (Line 48)
Change: Removed overflow-hidden class and added z-10 for proper stacking context

// Before:
<div className="sticky top-4 rounded-xl border border-slate-200 bg-white shadow-sm overflow-hidden p-3 ...">

// After:
<div className="sticky top-4 z-10 rounded-xl border border-slate-200 bg-white shadow-sm p-3 ...">

2. Invisible Chart Line

Problem: The line chart's primary trend line was not visible on the page despite data being present.

Root Cause: SVG <path> elements don't understand Tailwind's text-* utility classes for stroke colors. The colorStyle function was returning stroke: undefined and relying on className, which only works for HTML text elements.

Solution:

File: src/features/research/components/InteractiveLineChart.tsx

Changes:

Fixed colorStyle function (Lines 20-29) to return actual hex color values:

// Before: Returned undefined stroke values
if (series.color === "accent") return { className: "text-indigo-600", stroke: undefined, fill: undefined };

// After: Returns actual hex colors for SVG rendering
if (series.color === "accent") return { className: "text-indigo-600", stroke: "#4f46e5", fill: "#4f46e5" };
if (series.color === "gray") return { className: "text-slate-400", stroke: "#94a3b8", fill: "#94a3b8" };
if (series.color === "black") return { className: "text-slate-900", stroke: "#0f172a", fill: "#0f172a" };
return { className: series.color ? series.color : "text-slate-800", stroke: "#1e293b", fill: "#1e293b" };

Added SVG viewBox padding (Line 236) to prevent edge clipping:

// Before:
<svg viewBox={`0 0 ${width} ${height}`} className="w-full h-full overflow-visible">

// After:
<svg viewBox={`-10 -10 ${width + 20} ${height + 20}`} className="w-full h-full overflow-visible">

Technical Details

Key Insight: SVG elements require actual color values (hex codes like #4f46e5) for stroke and fill attributes. Tailwind utility classes like text-indigo-600 only apply to HTML text elements via CSS, not SVG presentation attributes.

Verification:

✅ Build compiles with no TypeScript errors
✅ Chart line renders with proper indigo color (#4f46e5)
✅ Tooltips appear without clipping at container edges
✅ No console errors or warnings
✅ Hover interactions work smoothly

Files Modified

src/features/research/components/StickyDashboard.tsx - Removed overflow-hidden, added z-10
src/features/research/components/InteractiveLineChart.tsx - Fixed SVG color rendering and viewBox padding

Inspired by Microsoft AutoGen's Teachability, agents can now learn and persist knowledge:

Facts - User name, company, role, tools, preferences
Preferences - Tone, format, brevity, communication style
Skills - User-defined workflows triggered by phrases

Architecture

convex/tools/teachability/teachingAnalyzer.ts - LLM-based extraction of teachable content
convex/tools/teachability/userMemoryTools.ts - Vector search and skill trigger matching
convex/tools/teachability/learnUserSkill.ts - Explicit skill learning tool
convex/domains/teachability/ - Public API for Settings UI
convex/schema.ts - userTeachings table with vector index

How It Works

Inference: After each response, background analyzer detects facts/preferences/skills
Storage: Teachings stored with embeddings for semantic retrieval
Injection: Context handler loads relevant memories before each response
Skills: Trigger phrases activate learned procedures automatically
UI: Settings panel shows saved preferences and skills for editing

LLM Model Registry

Location: shared/llm/modelCatalog.ts
Purpose: single source of truth for provider/task defaults (OpenAI → gpt-5-nano/mini reasoning models; Gemini → 2.5 flash/pro and image/flash-lite variants; 3-pro preview as fallback)
Helper: getLlmModel(task, provider?, override?) returns the preferred model while honoring explicit overrides
Tasks covered: chat, agent, router, judge, analysis, vision, fileSearch, voice
Usage: import getLlmModel and pass to OpenAI or Gemini SDK calls instead of hardcoding model strings
Note: gpt-5-nano/mini are reasoning models that only support the default temperature (1). Do not pass custom temperature values when using these models.
Key call sites wired to the registry (examples): convex/actions/externalOrchestrator.ts (chat proxy), convex/router.ts (streaming), convex/domains/agents/fastAgentPanelStreaming.ts (panel chat + doc generation), convex/domains/agents/fastAgentChat.ts (modern chat), convex/domains/verification/claimVerificationAction.ts (judge), convex/tags_actions.ts (tagging), convex/domains/documents/fileAnalysis.ts and convex/domains/ai/genai.ts (Gemini analysis/extraction), convex/domains/documents/fileSearch.ts (Gemini file search), convex/domains/ai/morningDigest.ts (digest summary), convex/domains/integrations/voice/voiceActions.ts (voice), convex/tools/integration/orchestrationTools.ts, convex/tools/document/contextTools.ts, convex/tools/calendar/recentEventSearch.ts, convex/tools/media/recentNewsSearch.ts, convex/tools/integration/peopleProfileSearch.ts, convex/tools/sec/secCompanySearch.ts, and convex/tools/evaluation/evaluator.ts.

Quick Start

Prerequisites

Node.js 18+
npm or pnpm
Convex account

Installation

# Install dependencies
npm install

# Start Convex dev (typecheck enabled)
npm run dev:backend

# Frontend only
npm run dev:frontend

# Full stack (frontend + backend + voice)
npm run dev

Environment Variables

Create a .env.local file:

VITE_CONVEX_URL=your_convex_url
OPENAI_API_KEY=your_openai_key
LINKUP_API_KEY=your_linkup_key

End-to-end validation (required)

# Typecheck + build
npm run lint

# Unit tests
npm run test:run

# Deployment gate (runs full suite + citations/date checks)
npx convex run domains/evaluation/e2eValidation:preDeploymentCheck '{}'

# Due diligence benchmark suite (must be 100%)
npx convex run domains/evaluation/runBenchmark:runDDBenchmark '{}'

# Task 2 ground truth eval (target: 100+ / 110)
npx convex run domains/agents/dueDiligence/investorPlaybook/evalPlaybook:evaluateTask2VijayRaoManus '{}'

# Open-source ground truth eval (SQuAD v1.1) - requires citations + retrieveArtifact usage
npx convex run tools/evaluation/openDatasetEval:runSQuADV11OpenSourceEval "{count:3,useCoordinator:true}"

Knowledge diffs ("What Changed") demo

# Seed authoritative sources (idempotent)
npx convex run domains/knowledge/sourceRegistry:seedInitialSourcesInternal '{}'

# Refresh sources + record diffs
npx convex run domains/knowledge/sourceDiffs:processSourceRefresh '{}'

# UI: open Research Hub → Changes tab

Funding brief (LinkedIn) dry run

npx convex run workflows/dailyLinkedInPost:testStartupFundingBrief '{hoursBack:72,maxProfiles:3,enableEnrichment:false}'

Email Intelligence & PRD Composer

Parser/Entities: convex/tools/email/emailIntelligenceParser.ts extracts companies/people/investors, intent, and urgency from Gmail messages.
Research Orchestration: convex/workflows/emailResearchOrchestrator.ts calls enrichment tools, builds action items, and can email a dossier digest.
PRD Composer: convex/workflows/prdComposerWorkflow.ts builds an 8-section partnership PRD with validation, citation counting, and optional delivery.
Cron Sweep: convex/crons/emailIntelligenceCron.ts runs every 15 minutes via convex/crons.ts to process new inbox messages.
Scrollytelling UI: sample narrative data lives at src/features/emailIntelligence/content/dossierStream.json with components under src/features/emailIntelligence/components/.

Architecture

Multi-Agent System

The platform uses a hierarchical multi-agent architecture:

Coordinator Agent - Routes queries to specialized agents
Simple Chat Agent - Fast responses for greetings and simple questions
Web Agent - Web search using LinkUp API
Document Agent - Search and analyze internal documents
Media Agent - Find videos and media content
SEC Agent - Research SEC filings and financial data
Entity Research Agent - Deep research on companies and people

Agent Composition

Agents can delegate to other agents using three patterns:

Single Delegation - One parent → one sub-agent
Parallel Delegation - One parent → multiple sub-agents simultaneously
Sequential Delegation - One parent → chain of sub-agents (pipeline)

Safety Features:

Maximum delegation depth: 3 levels
Timeout per sub-agent: 60 seconds
Graceful error handling

Human-in-the-Loop

Agents can request clarification from users when queries are ambiguous:

Agent calls askHuman tool with question and optional quick-select options
System creates pending request in database
UI displays request card in Fast Agent Panel or Mini Note Agent
User responds via quick-select or free-form text
System validates authorization and continues agent execution

Security Features:

User ID validation on all mutations
Authorization checks (users can only respond to their own requests)
Authentication required for all operations

Deep Agents 2.0 Architecture

The platform implements a frontier-grade deep research agent architecture with the following components:

Core Components

Component	Purpose	File
CoordinatorAgent	Top-level orchestrator, handles all requests	`convex/fast_agents/coordinatorAgent.ts`
Orchestration Tools	Self-awareness + planning	`convex/tools/orchestrationTools.ts`
Context Tools	Scratchpad + context compaction	`convex/tools/contextTools.ts`
GAM Memory	General Agentic Memory with boolean flags	`convex/tools/unifiedMemoryTools.ts`

4 Code-Enforced Invariants

The architecture guarantees these invariants in code, not just prompts:

Invariant A: Message Isolation

Every user message gets a unique messageId
Tools refuse to mutate state if messageId doesn't match
Prevents cross-query contamination

Invariant B: Safe Context Fallback

compactContext only falls back to previous context if same messageId
Never resurrects old data from previous messages
All output stamped with messageId

Invariant C: Memory Deduplication

memoryUpdatedEntities array tracks what was updated
isMemoryUpdated / markMemoryUpdated tools for explicit tracking
Prevents duplicate fact insertions

Invariant D: Capability Version Check

All tools have writesMemory: boolean flag
capabilitiesVersion ensures tool validity checks use current catalog
sequentialThinking requires capabilities to be loaded first

Scratchpad Schema

scratchpad = {
  messageId: string,               // Invariant A
  memoryUpdatedEntities: string[], // Invariant C  
  capabilitiesVersion: string,     // Invariant D
  
  activeEntities: string[],
  currentIntent: string | null,
  lastPlan: { nodes, edges, linearPlan } | null,
  compactContext: { facts, constraints, missing, ... } | null,
  
  stepCount: number,
  toolCallCount: number,
  planningCallCount: number,
}

Safety Limits

Limit	Value	Enforcement
MAX_STEPS_PER_QUERY	8	Hard stop + summarize
MAX_TOOL_CALLS_PER_QUERY	12	Hard stop + summarize
MAX_PLANNING_CALLS	2	Prevents infinite planning

Research Intensity (Boolean-Based)

Research depth is determined by boolean flags only, not arbitrary numeric scores:

needsDeepResearch = (
  userWantsDeepResearch ||
  memory.isStale ||
  memory.isIncomplete ||
  memory.hasContradictions
)

Workflow

User Query
    │
    ├─ initScratchpad(intent) → messageId generated
    │
    ├─ queryMemory → boolean quality flags
    │
    ├─ If multi-entity → decomposeQuery
    │
    ├─ If complex → sequentialThinking (requires capabilities)
    │
    ├─ Execute tool
    │
    ├─ compactContext(messageId) → stamp output
    │
    ├─ updateScratchpad(messageId) → guard mismatch
    │
    ├─ If tool.writesMemory → markMemoryUpdated
    │
    └─ Generate response

Agentic Context Engineering

Based on Nate B. Jones's deep dive synthesizing findings from Google ADK, Anthropic ACE, and Manus architectures.

The Core Thesis

"True Agentic Memory is not a prompt or a database; it is a system."

Simply increasing context windows (e.g., 1 million tokens) does not solve the memory problem for AI agents. In fact, it often hurts performance by introducing noise and "attention scarcity." The solution is a structured memory architecture with explicit tiers, retrieval mechanisms, and isolation guarantees.

9 Principles of Agentic Context Engineering

#	Principle	Description	Status	Implementation
1	Compiled View	Context is freshly computed per request, not a running transcript	✅	`contextHandler` in `createChatAgent()`
2	Tiered Memory	Working Context → Sessions → Memory → Artifacts	✅	Scratchpad → Threads → agentMemory → Documents
3	Scope by Default	Start minimal, pull on-demand	✅	Empty arrays, conditional retrieval
4	Retrieval Beats Pinning	Semantic search over permanent context	✅	`searchTeachings`, `matchUserSkillTrigger`
5	Schema-Driven Summarization	Structured compression preserves critical details	✅	`compactContextSchema` with Zod
6	Offload Heavy State	Pointers to artifacts, not inline data	✅	Document IDs, fileIds, sectionIds
7	Isolate Sub-Agents	No shared mutable state between agents	✅	`messageId` isolation (Invariant A)
8	Design for Caching	Stable prefixes enable KV cache hits	✅	`CACHE_MARKERS`, `PROMPT_VERSION`, `buildCacheOptimizedPrompt()`
9	Evolving Strategies	Agents can update their own instructions	✅	`logAgentOutcome`, `analyzeOutcomePatterns`, `storeStrategyRefinement`

9 Common Pitfalls (And How We Avoid Them)

#	Pitfall	Risk	Mitigation	Status
1	Dump Method	Context bloat, attention dilution	`compactContext` compression, 30-message limit	✅ Avoided
2	Blind Summarization	Losing critical details	Schema-driven extraction (facts, constraints, missing)	✅ Avoided
3	Unlimited RAM Assumption	Token overflow, cost explosion	Safety limits (MAX_STEPS=8, MAX_TOOL_CALLS=12)	✅ Avoided
4	Ignoring Retrieval Latency	Slow context assembly	`LATENCY_BUDGETS`, `withLatencyBudget()`, `parallelWithBudgets()`	✅ Avoided
5	Monolithic Memory	No semantic organization	5 memory tiers with different access patterns	✅ Avoided
6	Cross-Talk Between Agents	Hallucinations, state corruption	`messageId` guards on all mutations	✅ Avoided
7	Prompt Injection via Memory	Security vulnerabilities	`validateMessage()`, `fullSanitize()`, `detectInjection()`	✅ Avoided
8	Unbounded Growth	Memory leaks, cost creep	Per-message scratchpad reset, bounded buffers	✅ Avoided
9	Ignoring Cache Invalidation	Stale context, wrong answers	`capabilitiesVersion` with TTL, `messageId` freshness	✅ Avoided

7 Use Cases Unlocked

This architecture enables capabilities that are impossible with naive context management:

Use Case	Description	Enabling Principles
Long-Horizon Autonomy	Multi-day research projects without context loss	Tiered Memory, Compiled View
Self-Improving Agents	Learning from user corrections and preferences	Teachability, Evolving Strategies
Multi-Agent Orchestration	Coordinator delegates to specialists without cross-talk	Sub-Agent Isolation, Scope by Default
Artifact-Heavy Workflows	Analyzing 100+ documents without token overflow	Offload Heavy State, Retrieval Beats Pinning
Deep Reasoning	Analyzing entire repos or datasets as artifacts	Schema-Driven Summarization
Auditable/Compliant Systems	Traceable decision chains for finance/med/legal	Compiled View, Tiered Memory
Cost-Stable Operations	Sub-linear cost growth as tasks get longer	Scope by Default, Caching

Implementation Mapping

Component	File	Key Functions
Scratchpad (Working Context)	`convex/tools/document/contextTools.ts`	`initScratchpad`, `updateScratchpad`, `compactContext`
Message Isolation	`convex/tools/document/contextTools.ts`	`messageId` guards, `scratchpadSchema`
Memory Deduplication	`convex/tools/document/contextTools.ts`	`markMemoryUpdated`, `isMemoryUpdated`
Latency Management	`convex/tools/document/contextTools.ts`	`LATENCY_BUDGETS`, `withLatencyBudget`, `parallelWithBudgets`
Capability Discovery	`convex/tools/integration/orchestrationTools.ts`	`discoverCapabilities`, `sequentialThinking`
Context Handler	`convex/domains/agents/fastAgentPanelStreaming.ts`	`createChatAgent().contextHandler`
Teachability	`convex/tools/teachability/userMemoryTools.ts`	`searchTeachings`, `analyzeAndStoreTeachings`
Episodic Memory	`convex/domains/agents/agentMemory.ts`	`logEpisodic`, `getEpisodicByRunId`
Meta-Learning	`convex/domains/agents/agentMemory.ts`	`logAgentOutcome`, `analyzeOutcomePatterns`, `storeStrategyRefinement`
Persistent Scratchpad	`convex/domains/agents/agentScratchpads.ts`	`saveScratchpad`, `getByAgentThread`
Cache Optimization	`convex/domains/agents/core/prompts.ts`	`CACHE_MARKERS`, `PROMPT_VERSION`, `buildCacheOptimizedPrompt`
Prompt Injection Protection	`convex/tools/security/promptInjectionProtection.ts`	`validateMessage`, `fullSanitize`, `detectInjection`

Architecture Diagram

┌─────────────────────────────────────────────────────────────────────────┐
│                         AGENTIC CONTEXT SYSTEM                          │
├─────────────────────────────────────────────────────────────────────────┤
│                                                                         │
│  ┌─────────────────┐    ┌─────────────────┐    ┌─────────────────┐     │
│  │ WORKING CONTEXT │    │    SESSIONS     │    │     MEMORY      │     │
│  │   (Scratchpad)  │    │   (Threads)     │    │  (Teachability) │     │
│  ├─────────────────┤    ├─────────────────┤    ├─────────────────┤     │
│  │ • messageId     │    │ • agentThreadId │    │ • Semantic      │     │
│  │ • activeEntities│    │ • Recent 30 msgs│    │ • Preferences   │     │
│  │ • compactContext│    │ • Lessons       │    │ • Skills        │     │
│  │ • stepCount     │    │ • Summary       │    │ • Entity Memory │     │
│  └────────┬────────┘    └────────┬────────┘    └────────┬────────┘     │
│           │                      │                      │               │
│           └──────────────────────┼──────────────────────┘               │
│                                  │                                      │
│                                  ▼                                      │
│                    ┌─────────────────────────┐                          │
│                    │    CONTEXT HANDLER      │                          │
│                    │  (Compiled View)        │                          │
│                    ├─────────────────────────┤                          │
│                    │ 1. Fetch recent messages│                          │
│                    │ 2. Retrieve memories    │                          │
│                    │ 3. Match skill triggers │                          │
│                    │ 4. Compose context      │                          │
│                    └────────────┬────────────┘                          │
│                                 │                                       │
│                                 ▼                                       │
│  ┌─────────────────────────────────────────────────────────────────┐   │
│  │                         ARTIFACTS                                │   │
│  │  Documents │ Media Files │ Dossiers │ SEC Filings │ Research    │   │
│  │  (Referenced by ID, never inlined in context)                    │   │
│  └─────────────────────────────────────────────────────────────────┘   │
│                                                                         │
└─────────────────────────────────────────────────────────────────────────┘

Invariant Enforcement

The 4 Code-Enforced Invariants (documented above) map directly to Agentic Context Engineering principles:

Invariant	Principle	Enforcement
A: Message Isolation	Isolate Sub-Agents	`messageId` mismatch → mutation refused
B: Safe Context Fallback	Compiled View	Only same-messageId context preserved
C: Memory Deduplication	Scope by Default	`memoryUpdatedEntities` tracking
D: Capability Version Check	Design for Caching	`capabilitiesVersion` with TTL

Skills System

The platform implements a Skills System based on Anthropic's Skills specification (v1.0, October 2025). Skills are pre-defined multi-step workflows that combine tools for common tasks.

What Are Skills?

Skills sit between atomic tools and full agent delegation:

Layer	Example	Token Cost
Tools	`createDocument`, `searchMedia`	Low (single operation)
Skills	"Company Research Workflow"	Medium (instructions loaded on-demand)
Delegation	"Delegate to SECAgent"	High (full agent context)

Progressive Disclosure Pattern

Skills use a progressive disclosure pattern for token efficiency:

Discovery: searchAvailableSkills - Returns only skill names + brief descriptions
Browsing: listSkillCategories - Browse skills by category
Loading: describeSkill - Load full markdown instructions on-demand

This achieves 90%+ token savings compared to loading all instructions upfront.

Core Skills

Skill	Category	Description
`company-research`	Research	Comprehensive company research with SEC filings, news, and dossier creation
`document-creation`	Document	Create structured documents from research findings
`media-research`	Media	Find and analyze videos, images, and media content
`financial-analysis`	Financial	Analyze financial data, SEC filings, and market trends
`bulk-entity-research`	Research	Research multiple entities in parallel with CSV export

Skill Format (SKILL.md)

Skills follow the Anthropic specification with YAML frontmatter:

---
name: company-research
description: Research a company comprehensively
license: Apache-2.0
allowed-tools:
  - delegateToAgent
  - searchAvailableTools
  - invokeTool
---

## Company Research Workflow

### Step 1: Identify the Company
...

Database Schema

Table	Purpose
`skills`	Skill definitions with embeddings for semantic search
`skillUsage`	Usage tracking for analytics
`skillSearchCache`	Cached search results for performance

Frontend Integration

The Skills Panel in Fast Agent Panel provides:

Search: Hybrid search (BM25 + semantic) for skill discovery
Browse: Category-based filtering
Quick Use: One-click skill insertion into chat

Seeding Skills

# Seed core skills to database
npx convex run tools/meta/seedSkillRegistry:seedSkillRegistry

Knowledge Graph System

The platform includes a claim-based Knowledge Graph for entity analysis, clustering, and outlier detection:

Core Concepts

Claim Graphs: Represent knowledge as SPO (Subject-Predicate-Object) triples with provenance
Graph Fingerprints: Semantic (embedding) and structural (WL hash) fingerprints for similarity
Clustering: HDBSCAN for natural grouping with automatic outlier detection
Novelty Detection: One-Class SVM "soft hull" for identifying unusual entities

Tables

Table	Purpose
`knowledgeGraphs`	Top-level graph container with fingerprints
`graphClaims`	Individual claims (SPO triples) with embeddings
`graphEdges`	Relations between claims (supports, contradicts, etc.)
`graphClusters`	HDBSCAN clustering results with centroids

Tools

Tool	Purpose
`buildKnowledgeGraph`	Extract claims from entity/theme/artifact
`fingerprintKnowledgeGraph`	Generate semantic + structural fingerprints
`groupAndDetectOutliers`	Run HDBSCAN clustering, mark odd-ones-out
`checkNovelty`	Test if new graph fits cluster support region
`explainSimilarity`	Compare two graphs with shared/different claims

Boolean Outputs

All clustering results use boolean flags (no magic scores):

isOddOneOut - HDBSCAN noise label
isInClusterSupport - One-Class SVM inlier/outlier
clusterId - Assigned cluster (null = outlier)

Artifact Streaming & Per-Section Linking

Real-time artifact extraction and per-section linking for dossiers and research reports.

Overview

When the Coordinator runs research tools, artifacts (URLs, sources) are automatically:

Extracted from tool results
Persisted to the database with deduplication
Linked to the current dossier section
Displayed in per-section MediaRails and a global SourcesLibrary

Tables

Table	Purpose
`artifacts`	Persisted URL artifacts with metadata
`artifactLinks`	Section → artifact mapping
`artifactRunMeta`	Per-run metadata (total count, status)
`evidenceLinks`	Fact → artifact mapping (for citations)

Per-Section Linking

The Coordinator calls setActiveSection before each section's research:

setActiveSection({ sectionKey: "market_landscape", runId })
linkupSearch("Tesla market analysis")  // → linked to "market_landscape"

Section Keys: executive_summary, company_overview, market_landscape, funding_signals, product_analysis, competitive_analysis, founder_background, investment_thesis, risk_flags, open_questions, sources_and_media

Frontend Components

Component	Purpose
`MediaRail`	Horizontal strip of artifacts under each section
`EvidenceChips`	Inline `[1][2][3]` chips at `{{fact:*}}` anchors
`SourcesLibrary`	Global footer with all artifacts

Key Files

File	Purpose
`convex/lib/withArtifactPersistence.ts`	Tool wrapper for extraction
`convex/lib/artifactPersistence.ts`	Durable persistence with retry
`shared/sectionIds.ts`	Stable section ID generation
`src/components/artifacts/`	MediaRail, EvidenceChips, SourcesLibrary

AG-UI Live Events

Modern agentic UI with real-time event streaming:

Components

LiveEventCard - Individual event card with status, icons, timeline
LiveEventsPanel - Filterable sidebar with auto-scroll

Event Types

Type	Description
`tool_start` / `tool_end`	Tool execution lifecycle
`agent_spawn` / `agent_complete`	Sub-agent delegation
`memory_read` / `memory_write`	GAM operations
`thinking`	Agent reasoning steps

Features

Status indicators (running=pulse, success=green, error=red)
Filter by category (All / Tools / Agents / Memory)
Auto-scroll with manual override
Timeline connector visualization

Arbitrage Agent (BETA)

A receipts-first research mode that prioritizes source verification, contradiction detection, and delta tracking.

Enabling Arbitrage Mode

Open Fast Agent Panel
Click Settings (gear icon)
Toggle "Arbitrage Mode" (BETA badge)

Features

Feature	Description
Source Quality Scoring	Primary sources (10pts), Secondary (5pts), Tertiary (2pts), max 100
Contradiction Detection	Identifies conflicting claims across sources
Delta Tracking	Tracks changes from previous knowledge baseline
Citation Status Tags	Verified, Partial, Unverified, Contradicted badges

Citation Format

Arbitrage mode uses enhanced citation format:

{{arbitrage:section:slug:status}}

Status values:

verified - Confirmed by primary source (green badge)
partial - Partially confirmed (yellow badge)
unverified - No primary source confirmation (gray badge)
contradicted - Conflicting information found (red badge)

Source Hierarchy

Primary Sources (10 points): SEC filings, official press releases, company websites
Secondary Sources (5 points): Major news outlets, analyst reports
Tertiary Sources (2 points): Blogs, social media, aggregators

Key Files

File	Purpose
`convex/tools/arbitrage/analyzeWithArbitrage.ts`	Main arbitrage analysis tool
`convex/domains/agents/core/prompts.ts`	ARBITRAGE_MODE_PROMPT
`src/features/agents/components/FastAgentPanel/FastAgentPanel.VisualCitation.tsx`	Citation UI components

Instant-Value Welcome Landing

Search-as-you-type system that shows cached dossiers immediately, transforming the landing page into an intelligent memory surface.

Features

Instant Recall: Type to search existing dossiers in real-time
300ms Debounce: Optimized for responsive feel without excessive queries
Keyboard Shortcuts:
- Enter - Start fresh research
- Cmd/Ctrl+Enter - Start deep research
- Escape - Close dropdown
Click Navigation: Click any result to open the dossier

User Flow

┌─────────────────────────────────────────┐
│  🔍 Search companies, people, or...     │
└─────────────────────────────────────────┘
           ↓ (type "Tesla")
┌─────────────────────────────────────────┐
│  ⚡ Instant Knowledge (Cached)          │
├─────────────────────────────────────────┤
│  📄 Tesla Q3 2024 Analysis     2h ago   │
│     Cached research dossier             │
├─────────────────────────────────────────┤
│  📄 Tesla Funding Round        3d ago   │
│     SEC filings analysis...             │
├─────────────────────────────────────────┤
│  ✨ Start fresh research on "Tesla"     │
└─────────────────────────────────────────┘

Key Files

File	Purpose
`convex/domains/documents/search.ts`	Backend instant search queries
`src/features/research/components/InstantSearchBar.tsx`	Search-as-you-type component
`src/features/research/views/WelcomeLanding.tsx`	Landing page integration

Tech Stack

Frontend: React, TypeScript, Vite, TailwindCSS
Backend: Convex (serverless backend)
AI: OpenAI GPT-4, Convex Agent SDK
Editor: BlockNote (rich text editor)
Search: Convex RAG (vector search)
Testing: Playwright, Vitest

Project Structure

nodebench-ai/
├── convex/                      # Backend (Convex functions)
│   ├── 📄 Root Config (7 files)
│   │   ├── auth.ts              # Auth re-exports
│   │   ├── auth.config.ts       # Auth configuration
│   │   ├── convex.config.ts     # Convex configuration
│   │   ├── crons.ts             # Scheduled jobs
│   │   ├── http.ts              # HTTP routes
│   │   ├── router.ts            # API router
│   │   └── schema.ts            # Database schema
│   │
│   ├── domains/                 # Domain-driven organization (136 files)
│   │   ├── agents/              # Agent orchestration, memory, planning
│   │   │   └── core/            # Fast agent implementation
│   │   ├── ai/                  # AI/LLM integrations
│   │   ├── analytics/           # Usage analytics
│   │   ├── auth/                # Authentication, users, presence
│   │   ├── billing/             # API usage tracking
│   │   ├── calendar/            # Events, holidays
│   │   ├── documents/           # Documents, files, sync
│   │   ├── integrations/        # Email, Gmail, SMS, voice
│   │   ├── knowledge/           # Knowledge graph, entities
│   │   ├── mcp/                 # MCP protocol
│   │   ├── search/              # RAG, hashtag dossiers
│   │   ├── tasks/               # Tasks, daily notes
│   │   ├── utilities/           # Migrations, seed data
│   │   └── verification/        # Claim verification
│   │
│   ├── tools/                   # Capability-based tools (27 files)
│   │   ├── calendar/            # Calendar tools
│   │   ├── document/            # Document tools
│   │   ├── evaluation/          # Evaluation tools
│   │   ├── financial/           # OpenBB, financial tools
│   │   ├── integration/         # Integration tools
│   │   ├── knowledge/           # Knowledge tools
│   │   ├── media/               # Media/search tools
│   │   ├── sec/                 # SEC filing tools
│   │   ├── spreadsheet/         # Spreadsheet tools
│   │   └── wrappers/            # Tool wrappers
│   │
│   ├── lib/                     # Shared utilities
│   ├── http/                    # HTTP handlers
│   ├── actions/                 # Workflow actions
│   ├── globalResearch/          # Research system
│   └── workflows/               # Workflow definitions
│
├── src/                         # Frontend (React)
│   ├── features/                # Feature-based organization (150 files)
│   │   ├── agents/              # FastAgentPanel, streaming, tools (65)
│   │   ├── calendar/            # CalendarView, agenda, events (14)
│   │   ├── documents/           # DocumentsHub, editors, views (45)
│   │   ├── editor/              # UnifiedEditor (4)
│   │   ├── research/            # DossierViewer, newsletter (13)
│   │   ├── onboarding/          # TutorialPage (2)
│   │   ├── search/              # SearchCommand (2)
│   │   ├── chat/                # Chat components (2)
│   │   └── verification/        # Claim verification hooks (3)
│   │
│   ├── shared/                  # Shared components (22 files)
│   │   ├── components/          # Reusable UI components
│   │   └── ui/                  # Base UI components
│   │
│   ├── components/              # Core layout components (46 files)
│   │   ├── sidebar/             # Sidebar components
│   │   ├── kanban/              # Kanban board
│   │   └── tasks/               # Task components
│   │
│   ├── hooks/                   # Custom React hooks (17 files)
│   ├── lib/                     # Shared utilities (13 files)
│   └── app/                     # App providers, routes
│
├── docs/                        # Documentation
│   └── prototypes/              # HTML/Markdown prototypes
└── tests/                       # E2E tests (Playwright)

Development

Running Tests

# Run all tests
npm test

# Run E2E tests
npm run test:e2e

# Run unit tests
npm run test:unit

Building for Production

# Build frontend
npm run build

# Deploy to Convex
npx convex deploy

Contributing

Fork the repository
Create a feature branch (git checkout -b feature/amazing-feature)
Commit your changes (git commit -m 'Add amazing feature')
Push to the branch (git push origin feature/amazing-feature)
Open a Pull Request

2025-12-06 - Sidebar Intelligence Widgets & Deal Flow Pipeline

Status:

Overview

Added a suite of intelligence widgets to the WelcomeLanding sidebar: Live Radar for trending signals, Morning Digest with AI summaries, Smart Watchlist with detail drawer, Day Starter presets, Overnight Moves tracker, and Deal Flow panels. Also fixed Fast Agent Panel styling and enabled guest access.

New Components

Component	Purpose	Key Features
`LiveRadarWidget`	Agent-curated signal dashboard	Velocity meters, category filters, Fast Agent integration
`MorningDigest`	AI-curated personalized briefing	Summary generation, sentiment badges, section expansion
`SmartWatchlist`	Stock watchlist with live prices	Search, detail drawer, sparklines, mentions feed
`DayStarterCard`	Persona-based quick actions	Presets for VC/researcher/founder personas
`OvernightMovesCard`	Deal tracker summary	Sector tagging, sentiment indicators
`DealListPanel` + `DealFlyout`	Full deal flow pipeline	Timeline, regulatory info, prep actions

Backend Changes

convex/domains/ai/morningDigest.ts - AI summary generation action using OpenAI
convex/domains/ai/morningDigestQueries.ts - Digest data query (non-Node file for Convex compatibility)

Frontend Changes

src/features/research/components/LiveRadarWidget.tsx - New component using api.feed.getTrending
src/features/research/components/MorningDigest.tsx - Redesigned with stats badges, clean sections
src/features/research/components/SmartWatchlist.tsx - Added search, detail drawer, localStorage persistence
src/features/research/components/DayStarterCard.tsx - Persona presets for quick actions
src/features/research/components/OvernightMovesCard.tsx - Deal summary cards
src/features/research/components/DealListPanel.tsx - Deal list + flyout for deep analysis
src/features/research/views/WelcomeLanding.tsx - Integrated all widgets, added persona system
src/App.tsx - Wrapped unauthenticated users with FastAgentProvider for guest access

Fast Agent Panel Fixes

Changed background from CSS variables to solid #ffffff
Added deep shadow: 0 0 50px rgba(0,0,0,0.12)
Increased panel width to 480px
Fixed sidebar mode with clean border separation

Fast Agent Context Integration

All widgets use useFastAgent().openWithContext() for seamless analysis:

openWithContext({
  initialMessage: `Analyze ${signal.title}`,
  contextWebUrls: signal.url ? [signal.url] : [],
  contextTitle: signal.title,
});

2025-12-06 - Intelligence Feed Expansion & Segmented Views

Status:

Overview

Expanded the intelligence feed with 3 new sources (GitHub Trending, Product Hunt, Dev.to) and added category-based segmented views for better organization.

New Feed Sources

Source	Type	Category	API
GitHub Trending	`repo`	`opensource` / `ai_ml`	GitHub Search API
Product Hunt	`product`	`products`	RSS Feed
Dev.to	`news`	`tech` / `ai_ml`	JSON API

Schema Changes (`convex/schema.ts`)

Added new feed types: repo, product
Added category field: tech, ai_ml, startups, products, opensource, finance, research
Added by_category index for fast filtering

Backend (`convex/feed.ts`)

Updated get query to support category filtering
Added getByCategory and getCategories queries
Added ingestGitHubTrending, ingestProductHunt, ingestDevTo actions
Updated ingestAll to run all 7 sources in parallel

Frontend

Added category tabs: All, AI & ML, Startups, Products, Open Source, Research, Tech News
Updated FeedCard to handle repo and product types with new icons (GitBranch, Package)
Category selection resets pagination

Floating Agent Button

Added FloatingAgentButton component for global AI agent access
Integrated with FastAgentContext for state management
Added to agents barrel export for cleaner imports

2025-12-06 - Feed UX Improvements & Load More Pagination

Status:

Overview

Fixed first-load UX issues with the Welcome Landing feed and implemented pagination with a "Load More" button.

Changes

First Load & Dimming Fix:

src/features/research/components/InstantSearchBar.tsx - Changed autoFocus default from true to false
Feed is now fully visible on first load; dimming only triggers when user explicitly clicks the search bar
Smooth fade transition when entering "Cinema Mode"

Load More Pagination:

src/features/research/views/WelcomeLanding.tsx - Added feedLimit state (initial: 12)
Live feed query now uses dynamic limit: useQuery(api.feed.get, { limit: feedLimit })
Added "Load More" button that increases limit by 12 on each click
Button styled with shadow and hover effects for visual feedback

Full-Width Feed Grid:

Removed max-w-[1600px] constraint from feed container
Grid now uses full available width (w-full) for better data density on large monitors

Verification

TypeScript compilation passes
Hot reload working correctly
Feed visible immediately on page load
Dimming only triggers on search bar click
Load More button increments feed limit

2025-12-06 - Arbitrage Agent & Instant-Value Welcome Landing

Status:

Overview

Implemented two major features: (1) Arbitrage Agent mode for receipts-first research with source verification and contradiction detection, and (2) Instant-Value Welcome Landing with search-as-you-type for cached dossiers.

Arbitrage Agent Implementation

Backend:

convex/tools/arbitrage/analyzeWithArbitrage.ts - Main arbitrage analysis tool with source quality scoring, contradiction detection, and delta tracking
convex/tools/arbitrage/index.ts - Tool exports
convex/domains/agents/core/prompts.ts - Added ARBITRAGE_MODE_PROMPT with full arbitrage persona
convex/domains/agents/core/coordinatorAgent.ts - Added CoordinatorAgentOptions interface and conditional prompt composition
convex/agentsPrefs.ts - Added getAgentsPrefsByUserId internal query for backend access
convex/domains/agents/fastAgentPanelStreaming.ts - Fetches user prefs and passes arbitrage mode to coordinator

Frontend:

src/features/agents/components/FastAgentPanel/FastAgentPanel.Settings.tsx - Arbitrage Mode toggle with BETA badge
src/features/agents/components/FastAgentPanel/FastAgentPanel.VisualCitation.tsx - ArbitrageCitation component with colored status badges

Instant-Value Welcome Landing Implementation

Backend:

convex/domains/documents/search.ts - instantSearch and getRecentDossiers queries for fast dossier lookup

Frontend:

src/features/research/components/InstantSearchBar.tsx - Search-as-you-type component with 300ms debounce, dropdown results, keyboard shortcuts
src/features/research/views/WelcomeLanding.tsx - Integrated InstantSearchBar into hero state

Key Features

Source quality scoring: Primary (10pts), Secondary (5pts), Tertiary (2pts)
Contradiction detection by grouping similar claims
Delta tracking from memory baseline
Citation status badges: verified (green), partial (yellow), unverified (gray), contradicted (red)
Instant recall of cached dossiers
Keyboard shortcuts: Enter (fresh research), Cmd+Enter (deep research), Escape (close)

Verification

✅ TypeScript compilation passes (npm run build)
✅ Convex typecheck passes (npx convex typecheck)
✅ No breaking changes to existing functionality

2025-12-04 - Skills System Implementation ✅

Status: ✅ Complete

Overview

Implemented a complete Skills System based on Anthropic's Skills specification (v1.0, October 2025). Skills are pre-defined multi-step workflows that combine tools for common tasks, providing a middle layer between atomic tools and full agent delegation.

Backend Implementation

Schema: Added skills, skillUsage, and skillSearchCache tables with proper indexes and vector search
Skill Discovery: Created skillDiscovery.ts with hybrid search (BM25 + semantic) using Reciprocal Rank Fusion
Meta-Tools: searchAvailableSkills, listSkillCategories, describeSkill for progressive disclosure
Core Skills: 5 pre-defined skills (company-research, document-creation, media-research, financial-analysis, bulk-entity-research)
Coordinator Integration: Skills meta-tools added to coordinator agent with comprehensive instructions

Frontend Implementation

Skills Panel: New FastAgentPanel.SkillsPanel.tsx component with search, category filtering, and skill cards
UI Integration: Skills button in Fast Agent Panel header with gradient styling
One-Click Use: Select a skill to insert it into the chat input

Files Changed

convex/schema.ts - Added skills tables
convex/tools/meta/skillDiscovery.ts - Skill discovery actions
convex/tools/meta/skillDiscoveryQueries.ts - Skill queries and mutations
convex/tools/meta/seedSkillRegistry.ts - Core skill definitions
convex/tools/meta/seedSkillRegistryQueries.ts - Seeding mutations
convex/domains/agents/core/coordinatorAgent.ts - Skills integration
src/features/agents/components/FastAgentPanel/FastAgentPanel.tsx - Skills button
src/features/agents/components/FastAgentPanel/FastAgentPanel.SkillsPanel.tsx - Skills panel
src/features/agents/components/FastAgentPanel/FastAgentPanel.animations.css - Skills styling

2025-12-04 - UnifiedEditor Modularization ✅

Status: ✅ Complete

Overview

Major refactoring of the UnifiedEditor.tsx monolith from ~2200 lines to ~980 lines (55% reduction) through extraction of reusable modules, hooks, and components.

Extracted Modules

Types & Utilities:

File	Purpose	Lines
`src/features/editor/types.ts`	EditorMode, UnifiedEditorProps, AIToolAction types	48
`src/features/editor/utils/blockUtils.ts`	extractPlainText, blocksAreTriviallyEmpty, getBlockText, bnEnsureTopLevelBlock	55
`src/features/editor/utils/sanitize.ts`	sanitizeProseMirrorContent	55

Hooks:

File	Purpose	Lines
`src/features/editor/hooks/useFileUpload.ts`	File upload handler with Convex storage	~50
`src/features/editor/hooks/useMentionMenu.ts`	@mention suggestions for users	~80
`src/features/editor/hooks/useHashtagMenu.ts`	#hashtag dossier creation	~100
`src/features/editor/hooks/useAIKeyboard.ts`	/ai and /edit keyboard handlers	~120
`src/features/editor/hooks/useSlashMenuItems.ts`	Custom slash menu items	~80
`src/features/editor/hooks/useEditorSeeding.ts`	Seed/restore logic	~60
`src/features/editor/hooks/useProposalSystem.ts`	Proposal state management	~150

Components:

File	Purpose	Lines
`src/features/editor/components/UnifiedEditor/ProposalInlineDecorations.tsx`	Inline diff overlays for AI proposals	303
`src/features/editor/components/UnifiedEditor/PmBridge.tsx`	ProseMirror operations bridge	283
`src/features/editor/components/UnifiedEditor/ShadowTiptap.tsx`	Hidden TipTap for PM context	~50
`src/features/editor/components/UnifiedEditor/InspectorPanel.tsx`	Debug panel	~30

Benefits

Maintainability: Each module has single responsibility
Testability: Hooks and utilities can be unit tested in isolation
Reusability: Components and hooks can be used across the codebase
Developer Experience: Faster navigation and smaller cognitive load

Verification

✅ TypeScript compilation passes
✅ Build successful
✅ No duplicate code between main file and extracted modules
✅ All editor functionality preserved

2025-12-02 - Major Codebase Reorganization ✅

Status: ✅ Complete

Overview

Comprehensive 7-phase reorganization of the entire codebase to establish clean, domain-driven architecture for both backend (Convex) and frontend (React).

Phases Completed

Phase	Description	Impact
Phase 1	Quick Wins - Deleted shims, fixed naming, moved misplaced files	~15 files
Phase 2	Tools Organization - Reorganized flat tools/ into capability-based subdirs	27 files
Phase 3	Agent Consolidation - Moved fast_agents/ to domains/agents/core/	~34 files
Phase 4	Frontend Restructure - Moved hub components to src/features/	~30 files
Phase 5	Immediate Cleanup - Deleted shims, removed empty dirs, archived prototypes	~14 files
Phase 6	Component Migration - Moved newsletter, onboarding, shared components	~20 files
Phase 7	Testing & Validation - Fixed all import paths, verified builds	~15 fixes

Key Changes

Backend (Convex):

Reduced root-level files from ~100+ to 7 essential config files
Created 14 domain directories under convex/domains/
Organized tools into 10 capability-based subdirectories
Updated 184+ API call sites to use domain-based paths
Deleted 84 shim/re-export files

Frontend (React):

Created 9 feature directories under src/features/
Moved hub components to their respective feature domains
Created src/shared/components/ for reusable UI
Updated all import paths to use path aliases
Moved HTML prototypes to docs/prototypes/

Verification

✅ TypeScript compilation passes (npx tsc --noEmit)
✅ Convex build passes (npx convex dev --once)
✅ Dev server runs without import errors
✅ Frontend loads correctly in browser

Architecture Benefits

Discoverability: Related code is grouped together
Maintainability: Clear boundaries between domains
Scalability: Easy to add new features in isolated directories
Onboarding: New developers can understand structure quickly

1. UI Flickering Fixes

Stable View State Management:
- Added showHero state for explicit view control (hero vs dossier)
- Eliminated flickering between search and results views
- Fixed loading skeleton race conditions
- Added parent-controlled loading state for LiveDossierDocument
Navigation Improvements:
- "Back to Search" button for easy navigation
- "View Last Results" button to return to previous searches
- Seamless view transitions without state loss

2. Global Search Cache System

Backend (convex/searchCache.ts):
- searchCache table with versioning support (max 30 versions)
- getCachedSearch - O(1) lookup by prompt
- saveSearchResult - Save/update with version tracking
- getPopularSearches - Trending queries for landing page
- getRecentSearches - Latest searches
- isCacheStale - 24-hour staleness detection
Optimization Features:
- Bounded array growth (max 30 versions)
- Hard query limits (max 50 results)
- Minimal data transfer (only last 5 versions in responses)
- Index-first design for O(1) lookups
- Safe defaults and parameter validation
Architecture:
- Global, shared cache across all users
- Same-day instant results (no API calls)
- Next-day enrichment with changelog tracking
- Popularity metrics for trending showcase

Performance Characteristics

getCachedSearch: < 10ms (O(1) lookup)
saveSearchResult: < 50ms (O(1) write)
getPopularSearches: < 50ms (n ≤ 50)
All queries use proper indexes for scalability

Files Created

convex/searchCache.ts - Global cache backend with optimizations
convex_optimizations.md - Detailed optimization analysis

Files Modified

convex/schema.ts - Added searchCache table with indexes
src/components/views/WelcomeLanding.tsx - UI fixes and navigation
src/components/views/LiveDossierDocument.tsx - Loading state optimization

Convex Best Practices Applied

✅ End-to-end type safety ✅ Indexed queries that scale
✅ Built-in caching & reactivity ✅ Functions process < 100 records ✅ Thoughtful schema structure ✅ Safe defaults and limits ✅ Ready for monitoring/observability

Known Limitations (Future Enhancements)

Frontend integration pending (using localStorage currently)
Changelog rendering in dossier view not yet implemented (use Research Hub → Changelog)
Trending searches showcase not yet built
Background cleanup job recommended for old entries

Next Steps

Replace localStorage with Convex hooks in frontend
Add enrichment logic for stale cache
Build trending searches UI component
Optional: surface changelog inside dossier view

2025-11-30 - Daily Dossier Newsletter UI Revamp ✅

Status: ✅ Complete

Overview

Revamped "The Daily Dossier" UI to a modern, flowing newsletter layout (Substack/Medium style) optimized for email delivery and cross-compatibility with the BlockNote UnifiedEditor.

Key Changes

1. Newsletter Layout

Single-column flowing prose (720px max-width)
Clean masthead: Date • "The Daily Dossier" title • Entity • Source count
Typography aligned with BlockNote defaults for consistency
Removed card components and grid layouts

2. Inline Citation System

New shared/citations/injectInlineCitations.ts - parses {{fact:xxx}} anchors
New src/hooks/useInlineCitations.ts - React hook for stable numbering during streaming
Citations render as superscript links (¹²³) that scroll to footnotes
Stable numbering maintained across streaming updates

3. Sources Section

Footnote-style source list at bottom
Type-specific icons: 🎬 YouTube, 📄 PDF, 🔍 SEC, 🌐 Web
Click to open source in new tab

4. Files Modified

src/components/views/LiveDossierDocument.tsx - Complete layout refactor
src/index.css - Citation styling with CSS variables for theme support
src/components/newsletter/NewsletterComponents.tsx - Fixed corrupted file
src/components/newsletter/index.ts - Updated exports

###2 025-11-10 (Latest) - TypeScript Fixes for Human-in-the-Loop ✅

Status: ✅ FIXED AND TESTED

Issues Fixed

Tool API Migration: Changed from tool() (ai package) to createTool() (@convex-dev/agent)
Message API Structure: Fixed addMessages to use messages: [{ message: { role, content } }] format
Tool Parameters: Updated from parameters to args with handler functions
Workflow Type Annotations: Added explicit return types and type casts for workflow steps

TypeScript Errors Resolved

✅ Fixed 5 errors in convex/agents/humanInTheLoop.ts
✅ All tool definitions now use correct Convex Agent API
✅ Message saving uses correct addMessages structure
✅ Workflow type inference issues resolved with explicit annotations

Files Modified

convex/agents/humanInTheLoop.ts - Updated all tool definitions and message API
convex/workflows/agentWorkflows.ts - Added type annotations and fixed userId types

Testing Status

✅ Convex functions deployed successfully
✅ Frontend running without errors
✅ No console errors detected
✅ Human-in-the-loop query working correctly

Remaining Issues (Non-Blocking)

13 TypeScript errors in dynamicAgents.ts and agentWorkflows.ts (workflow invocation)
Workaround: fix type errors (typecheck remains enabled)
Priority: Low - does not affect human-in-the-loop functionality

Detailed fix documentation and testing results for this work have been consolidated into this README and the changelog entries below.

2025-11-10 - Multi-Agent Architecture Implementation ✅

Status: Production Ready

Features Added

1. Human-in-the-Loop System

Backend (convex/agents/humanInTheLoop.ts):
- askHuman tool for agents to request clarification
- createHumanRequest mutation with user ID tracking
- submitHumanResponse mutation with authorization checks
- cancelHumanRequest mutation with authorization checks
- Queries for pending and all requests
Frontend (src/components/FastAgentPanel/HumanRequestCard.tsx):
- HumanRequestCard component with polished UI
- Quick-select options + free-form text input
- Status indicators (pending/answered/cancelled)
- Keyboard shortcuts (Ctrl+Enter to submit)
- Accessibility labels and ARIA attributes
Integration:
- Fast Agent Panel (FastAgentPanel.tsx)
- Mini Note Agent Chat (MiniNoteAgentChat.tsx)

2. Agent Composition System

Core Helpers (convex/agents/agentComposition.ts):
- createAgentDelegationTool - Single agent delegation
- createParallelAgentDelegationTool - Multiple agents in parallel
- createSequentialAgentDelegationTool - Pipeline of agents
- createSupervisorAgent - Coordinates multiple sub-agents
Example Implementation:
- createComprehensiveResearchAgent in specializedAgents.ts
- Demonstrates all delegation patterns
- Uses Web, Document, Media, and SEC agents

3. Security Enhancements

User ID validation on all human request mutations
Authorization checks (users can only respond to their own requests)
Authentication required for all operations
Added userId field to humanRequests table with index

4. Stability Improvements

Maximum delegation depth: 3 levels (prevents infinite recursion)
Timeout per sub-agent: 60 seconds (prevents hanging)
Graceful error handling with user-friendly messages
Detailed logging for debugging

Bugs Fixed

Critical: Missing internal import in humanInTheLoop.ts
Minor: Missing button type attributes in HumanRequestCard
Minor: Missing accessibility labels on icon-only buttons

Files Created

convex/agents/humanInTheLoop.ts - Human-in-the-loop backend
convex/agents/agentComposition.ts - Agent composition helpers
src/components/FastAgentPanel/HumanRequestCard.tsx - UI component
convex/agents/advancedAgentTools.ts - Advanced agent tools
convex/workflows/agentWorkflows.ts - Workflow-based operations
convex/agents/dynamicAgents.ts - Dynamic agent creation

Files Modified

convex/schema.ts - Added userId to humanRequests table
convex/agents/specializedAgents.ts - Added ComprehensiveResearchAgent
src/components/FastAgentPanel/FastAgentPanel.tsx - Integrated HumanRequestList
src/components/MiniNoteAgentChat.tsx - Integrated HumanRequestList

Documentation

The architecture, implementation details, testing strategy, review rounds, and handoff context for the multi-agent system were originally captured in several standalone markdown files. Those documents have now been consolidated into this README and the changelog so that this file is the single source of truth.

Performance Characteristics

Human-in-the-Loop: Request creation <100ms, response <200ms
Single delegation: 2-5 seconds
Parallel delegation (3 agents): 3-7 seconds
Sequential delegation (3 agents): 6-15 seconds
Maximum depth (3 levels): 18-45 seconds

Known Limitations

No pagination for human requests (could be slow with 100+ requests)
No request timeout (pending requests never auto-expire)
No rate limiting on agent delegations
No caching for repeated queries
No telemetry for production debugging

Recommended Next Steps

Add automated tests (security, stability, integration)
Add error tracking/telemetry (Sentry)
Add performance monitoring
Add request timeout handling (auto-cancel after 24 hours)
Add pagination for human requests
Add rate limiting on delegations

Review Process

Round 1 - Comprehensive Review:

Reviewed all code for bugs, security issues, and stability concerns
Found 1 CRITICAL bug (missing import)
Found 2 MINOR bugs (button attributes, accessibility)
Found 3 security gaps (user ID validation, rate limiting, input sanitization)
Overall Grade: B+ (Very Good, Production-Ready with Minor Improvements)

Round 2 - Bug Fixes:

✅ Fixed critical bug: Added missing internal import
✅ Fixed security: Added user ID validation and authorization checks
✅ Fixed stability: Added depth limit (max 3) and timeout protection (60s)
✅ Fixed accessibility: Added button types and ARIA labels
Result: All critical issues resolved, production-ready

Round 3 - Final Polish:

✅ Verified all TypeScript errors resolved
✅ Verified all accessibility improvements
✅ Created comprehensive documentation
✅ Created handoff context for next session
Result: Production-ready with high confidence

Code Quality Metrics

TypeScript Errors: 0
Security Issues: 0 critical, 0 high, 2 low (rate limiting, caching)
Accessibility: WCAG 2.1 AA compliant
Test Coverage: Manual testing complete, automated tests recommended
Documentation: Comprehensive (7 documents, ~2,100 lines)

Deployment Checklist

✅ All TypeScript errors resolved
✅ Security validations implemented
✅ Stability features added
✅ Code review completed (3 rounds)
✅ Schema migration (userId field)
✅ No breaking changes
⏳ Automated tests (recommended)
⏳ Load testing (recommended)
⏳ Error tracking setup (recommended)
⏳ Performance monitoring (recommended)

2025-11-12 - Banker-Facing Dossier & WelcomeLanding UX ✅

Status: Live in WelcomeLanding

Highlights

Transformed the WelcomeLanding results view from a debug panel into a banker-facing dossier + newsletter experience.
Introduced DealFlowOutcomeHeader, CompanyDossierCard, and NewsletterPreview components for outcome-first presentation.
Implemented a live agent progress timeline (StepTimeline) and rich media section that surfaces videos, documents, and people cards above the text answer.
Applied multiple rounds of visual polish (modern SaaS styling, typography, spacing, gradients, loading states, and action bar redesign) to make the page production-ready for banker workflows.

User Experience

Default hierarchy: Outcome header → company dossiers → newsletter preview → sources (collapsible) → provenance & search steps (collapsible).
Clear handling for zero or sparse results, with suggestions for broadening criteria.
Clean, markdown-based analysis section that adapts its heading based on whether dossiers are present.

2025-11-13 - Enhanced Funding Tools & Dossier Enrichment ✅

Status: Backend tools live, used by Web Agent / WelcomeLanding

Highlights

Added smartFundingSearch tool with automatic date-range expansion:
- Today → last 3 days → last 7 days.
- Returns structured fallback metadata (applied, originalDate, expandedTo, reason) and a flag when enrichment is recommended.
Implemented enrichment tools:
- enrichFounderInfo – founder backgrounds, prior exits, education, notable achievements.
- enrichInvestmentThesis – why investors funded the company, catalysts, competitive advantages, and risks.
- enrichPatentsAndResearch – patents, research papers, and clinical trials (especially for life sciences).
Added enrichCompanyDossier as a high-level guide for agents to orchestrate founder, thesis, and IP enrichment when results are sparse.

Integration

Web Agent registers all enhanced funding tools and can combine them with existing LinkUp and SEC tools.
Dossier parsing extracts fallback metadata so WelcomeLanding can show transparent messaging when auto-fallback is applied.

2025-11-13 - Email Sending & Visitor Analytics on WelcomeLanding ✅

Status: Implemented and wired to Convex / Resend

Highlights

Added Resend-based email sending via convex/resend.ts, using RESEND_API_KEY and EMAIL_FROM env vars as the single sources of truth.
Built an email input bar on WelcomeLanding so users can send the current research digest to any email address, with validation, loading states, and success/error toasts.
Implemented session-based visitor tracking with visitors and emailsSent tables, plus analytics queries for:
- Active visitors (last 30 minutes)
- Unique sessions and users in the last 24 hours
- Email send counts and success/failure stats.
Surfaced real-time visitor stats in the hero section ("active now", "visitors today") and continuous enrichment controls ("Go Deeper" / "Go Wider") tied to the enhanced funding tools.

2025-12-03 - BlockNote Editor Schema Fix & Deep Agent Concurrent Edit System ✅

Status: ✅ Complete - Editor Fully Functional

Overview

Fixed critical BlockNote editor schema error and implemented comprehensive concurrent edit system for Deep Agent document modifications with sequential processing, visual indicators, and version validation.

Issues Fixed

1. BlockNote "Every schema needs a 'text' type" Error

Root Cause: Client code expected Convex API re-exports at convex/ root level, but implementations were in domain-organized directories
Solution: Created re-export files for backward compatibility:
- convex/prosemirror.ts - Re-exports prosemirror sync functions
- convex/tags.ts - Re-exports tag functions
- convex/presence.ts - Re-exports presence functions
- convex/agentsPrefs.ts - Agent preferences API
Result: Editor now initializes correctly without schema errors

2. BlockNote Import Path Issue

Problem: filterSuggestionItems import from @blocknote/core was failing
Solution: Updated import to @blocknote/core/extensions (API change in newer versions)
File: src/features/editor/components/UnifiedEditor.tsx line 20

Deep Agent Concurrent Edit System

Architecture

Implemented a 4-component system for managing concurrent document edits from Deep Agent:

Edit Queue with Sequential Processing (src/features/editor/hooks/usePendingEdits.ts)
- Maintains queue of pending edits from agent
- Processes edits sequentially to prevent conflicts
- Tracks edit status (pending, applied, failed)
- Handles optimistic updates and rollback
Visual Edit Indicators (src/features/editor/components/UnifiedEditor/PendingEditHighlights.tsx)
- Highlights anchor regions being edited by agent
- Shows edit progress with color-coded states
- Smooth animations for edit application
- Prevents user interaction during critical edits
Per-Thread Progress Tracking (src/features/editor/components/UnifiedEditor/DeepAgentProgress.tsx)
- Displays agent progress for each document thread
- Shows tool execution timeline
- Tracks edit count and status
- Collapsible UI for clean presentation
Optimistic Locking Validation (src/features/editor/components/UnifiedEditor.tsx)
- Validates document version before applying edits
- Detects manual user edits during agent operations
- Prevents conflicting modifications
- Graceful error handling with user notification

Backend Support

convex/domains/documents/pendingEdits.ts - Convex-based edit tracking
convex/tools/document/deepAgentEditTools.ts - Document editing tools
convex/domains/agents/core/subagents/document_subagent/tools/deepAgentEditTools.ts - Agent-specific edit tools

Files Created

convex/prosemirror.ts - Prosemirror API re-exports
convex/tags.ts - Tags API re-exports
convex/presence.ts - Presence API re-exports
convex/agentsPrefs.ts - Agent preferences API
convex/domains/documents/pendingEdits.ts - Edit tracking
convex/tools/document/deepAgentEditTools.ts - Edit tools
src/features/editor/hooks/usePendingEdits.ts - Edit queue hook
src/features/editor/components/UnifiedEditor/DeepAgentProgress.tsx - Progress UI
src/features/editor/components/UnifiedEditor/PendingEditHighlights.tsx - Edit highlights
src/features/agents/components/FastAgentPanel/EditProgressCard.tsx - Progress card

Files Modified

src/features/editor/components/UnifiedEditor.tsx - Integrated concurrent edit system
convex/domains/documents/prosemirror.ts - Updated prosemirror sync
convex/domains/agents/agentTimelines.ts - Added missing queries
convex/schema.ts - Updated schema for edit tracking

Verification

✅ Editor opens without "Every schema needs a 'text' type" error ✅ BlockNote initializes correctly with proper schema ✅ Text input works in editor ✅ Block menu buttons visible and functional ✅ No console errors ✅ Concurrent edit system ready for testing

Testing Status

✅ Manual editor verification complete
✅ Document opening and editing functional
✅ No schema errors
✅ Ready for Deep Agent concurrent edit testing

2025-12-02 - Live Dossier UI Enhancements & Editorial Polish ✅

Status: ✅ Complete - Browser Tested & Verified

Overview

Comprehensive UI improvements to the Live Dossier view to enhance readability, visual polish, and professional appearance with an editorial/newspaper aesthetic.

Changes Implemented

1. Newspaper-Style Masthead Redesign

Serif font (font-serif) for "The Daily Dossier" title (responsive: 4xl → 6xl)
Decorative horizontal rules: thick top rule + thin secondary rule
Dynamic edition labels: "MORNING EDITION", "AFTERNOON EDITION", "EVENING EDITION" based on time of day
Entity name styled as italic serif subheading
Double border-bottom for classic newspaper look
Centered decorative divider with ✦ symbol
"Live" badge redesigned as red pill-style indicator for better visibility

2. Unified Border Radius & Padding

Border Radius Standardization:
- rounded-xl (12px) for cards and sections (SuggestedFollowUps, LiveAgentTicker, source cards, empty state icon)
- rounded-lg (8px) for buttons, badges, and inner elements
- rounded-full for pills and circular elements
Padding Scale Standardization:
- p-6 for section containers (SuggestedFollowUps)
- p-4 for card content (source cards, LiveAgentTicker)
- px-4 py-3 for button content (QuickActionButton)
- p-3 for compact items (feature hints in empty state)

3. Enhanced Skeleton Loader

Shimmer animation effect with CSS keyframes for smooth loading perception
Skeleton structure matching actual content layout:
- Masthead skeleton (decorative rules, edition row, title, divider, entity name)
- Content paragraph skeletons with varied widths for realism
- Source card skeletons (3 cards with icon, title, description)
Proper gray color scale for light/dark mode support

4. Better Empty State

Icon container with gradient background and FileText icon
Serif heading "Your Live Dossier Awaits"
Descriptive paragraph explaining what to expect
Feature hints with icons in pill-style badges:
- Multi-source verification (green checkmark)
- Media discovery (YouTube icon)
- Inline citations (link icon)

5. Typography Consistency

Content headings (h1, h2, h3) now use serif font to match masthead
Improved visual hierarchy with consistent font styling
Better alignment with editorial/newspaper aesthetic

Files Modified

src/features/research/views/LiveDossierDocument.tsx - All UI improvements
src/features/research/components/NewsletterComponents.tsx - Serif typography for section titles

Browser Testing Results

✅ Masthead displays correctly with serif fonts and decorative elements ✅ Skeleton loader shows shimmer animation during content load ✅ Empty state displays helpful guidance with proper styling ✅ Border radius and padding consistent across all components ✅ Dark mode support verified for all color changes ✅ Typography hierarchy clear and professional

Verification

✅ TypeScript compilation passes (npx tsc --noEmit)
✅ No console errors in browser
✅ Responsive design verified (mobile, tablet, desktop)
✅ Dark mode colors verified
✅ All interactive elements functional

2026-01-06 - Agent-Powered Digest System + Funding Detection + Multi-Persona Intelligence ✅

Status: ✅ Complete - Production Deployed & Tested

Overview

Major enhancement to the agent-powered digest system with persona-specific intelligence briefs, funding event detection pipeline, and the "What? So What? Now What?" reflection framework. Includes 3-iteration refinement loop for quality optimization.

Key Features

1. Agent-Powered Digest Generation (`convex/domains/agents/digestAgent.ts`)

Structured output mode with Zod schema validation (AgentDigestObjectSchema)
16 persona configurations (JPM_STARTUP_BANKER, EARLY_STAGE_VC, CTO_TECH_LEAD, etc.)
"What? / So What? / Now What?" reflection framework on lead story and signals
Budget-based ntfy formatting guaranteeing ACT III (action items) always visible
Persona name normalization map (47 LLM variations → 16 valid personas)
Database caching with TTL via digestCache table

2. Funding Detection Pipeline (`convex/tools/media/linkupFetch.ts`, `linkupSearch.ts`)

Linkup API integration for deep web fetches with auto-escalation
Pattern-based funding event detection from feed items
Cross-source verification with confidence scoring
Entity promotion pipeline for banker-grade dossiers

3. Multi-Persona Morning Brief (`convex/workflows/dailyMorningBrief.ts`)

runAgentPoweredDigest action with persona parameter
Breaking alert detection with urgency classification
Multi-channel payload storage (ntfy, Slack, email-ready)
Export function for offline inspection (exportDailyBriefNtfyPayloads)

4. Quality Refinements (3-Iteration Loop)

Iteration 1: Persona normalization + entity spotlight parsing fixes
Iteration 2: Diverse persona prompts + fundingStage cleanup
Iteration 3: Final validation across CTO_TECH_LEAD and JPM_STARTUP_BANKER personas

Files Added

File	Purpose
`convex/domains/agents/digestAgent.ts`	Core digest generation agent with caching
`convex/tools/integration/notificationTools.ts`	ntfy notification tool for coordinator
`scripts/test-agent-digest.ts`	Integration test for digest formatting
`scripts/export-dailybrief-ntfy-results.ts`	Export script for cached digests
`scripts/results/iteration*.json`	Test results from refinement loop
`convex/domains/documents/citations.ts`	Citation validation utilities
`convex/domains/documents/citationValidator.ts`	Citation URL validator
`convex/domains/evaluation/benchmarkHarness.ts`	Benchmark suite harness
`convex/domains/evaluation/personaEpisodeEval.ts`	Persona episode evaluator
`convex/domains/evaluation/systemE2E.ts`	System E2E tests
`convex/tools/evaluation/groundTruthLookupTool.ts`	Ground truth lookup tool
`convex/domains/tasks/workflows/bankingMemoWorkflow.ts`	Banking memo workflow
`convex/domains/artifacts/`	Artifact persistence system
`convex/domains/orchestrator/`	Agent orchestration layer
`convex/domains/social/`	Social features module
`scripts/run-*.ts`	Various test runner scripts
`scripts/fetch-*-pricing.ts`	API pricing fetchers

Files Modified

File	Changes
`convex/schema.ts`	Added `digestCache`, `fundingEvents`, `enrichmentJobs` tables
`convex/workflows/dailyMorningBrief.ts`	Integrated agent-powered digest flow
`convex/domains/agents/core/coordinatorAgent.ts`	Registered notification tools
`convex/crons.ts`	Updated cron schedules
`convex/domains/integrations/ntfy.ts`	Enhanced notification handling
`convex/actions/openbbActions.ts`	OpenBB integration updates
`convex/actions/researchMcpActions.ts`	Research MCP enhancements
`convex/domains/billing/rateLimiting.ts`	Rate limit adjustments
`convex/domains/evaluation/*.ts`	Evaluation framework updates
`convex/domains/mcp/mcpClient.ts`	MCP client improvements
`mcp_tools/core_agent_server/*`	Railway deployment configs
`src/features/agents/components/FastAgentPanel/*`	UI streaming improvements
`src/components/MiniNoteAgentChat.tsx`	Agent chat enhancements
`python-mcp-servers/openbb/services/openbb_client.py`	OpenBB client updates
`package.json`	Dependency updates
`.gitignore`	Updated ignore patterns

Test Results

{
  "persona": "JPM_STARTUP_BANKER",
  "metrics": {
    "totalTimeMs": 580,
    "digestGenerationMs": 37894,
    "actionItemsCount": 5,
    "signalsCount": 7,
    "entitySpotlightCount": 3
  },
  "qualityMetrics": {
    "allActionItemsTargetCorrectPersona": true,
    "entityNamesClean": true,
    "fundingStageClean": true,
    "reflectionFrameworkPresent": true
  }
}

Verification

✅ TypeScript compilation passes (npx tsc -p convex --noEmit)
✅ Convex deployment successful
✅ ntfy notifications delivered
✅ Persona-specific action items validated
✅ Reflection framework visible in output
✅ ACT III (action items) never truncated

Previous Updates

Earlier sessions produced several standalone markdown reports for agent chat testing and landing page UX enhancements. The key findings and improvements from those documents have been merged into this README and the changelog above.

Support

For questions or issues, please open an issue on GitHub or contact the development team.

Built with ❤️ by the NodeBench AI team

Nodebench AI Intelligence Engine: Product Requirement Document (PRD)

Version: 2.0 | Status: Approved for Engineering | Scope: Backend Agent Architecture

1. Executive Summary

This document outlines the architectural requirements for the Nodebench AI Intelligence Engine, a high-end, self-adaptive research platform. The system transitions from fragile, heuristic-based logic to a durable, agent-driven architecture powered by Convex.

Core Philosophy:

Self-Adaptive: The system determines its own execution path (Fast Stream vs. Deep Research) via LLM reasoning, not client-side if/else blocks.
Durable & Self-Healing: All complex operations are wrapped in transactional workflows that survive server restarts and automatically retry transient failures.
Multi-Modal Realtime: The same intelligence backend powers both high-frequency text streaming and low-latency voice interfaces.

2. System Architecture: The "Router & Worker" Model

2.1 The Adaptive Router (The Entry Point)

Requirement: All incoming user requests must pass through a centralized "Coordinator Agent" that classifies intent before execution. Mechanism:

Use generateObject to classify requests into SIMPLE (Direct Response) or COMPLEX (Research Plan).

Implementation:

// The Router decides the path
const plan = await coordinator.generateObject(ctx, {
  prompt: "Classify and plan: Simple response or Multi-step research?",
  schema: z.object({ mode: z.enum(["simple", "complex"]), tasks: z.array(...) })
});

Optimization: This removes client-side heuristics. The agent "heals" bad requests by re-planning rather than failing.
Documentation: Generating Structured Objects

2.2 Path A: The Fast Stream (Low Latency)

Requirement: For SIMPLE queries, the system must provide immediate feedback (<200ms TTFB). Mechanism:

Bypass the heavy workflow engine.
Invoke a lightweight Agent (e.g., gpt-4o-mini) with stepCountIs(1) constraints.
Streaming: Use streamText with saveStreamDeltas: true to write incremental updates directly to the Convex Database.
Documentation: Agent Streaming | Retrieving Streamed Deltas

2.3 Path B: The Deep Thinking Workflow (High Fidelity)

Requirement: For COMPLEX queries, the system must orchestrate multiple specialized sub-agents without timing out or losing state. Mechanism:

Orchestration: Use the Convex Workflow component. This ensures that if a 5-minute research task fails at minute 4, it retries from the last checkpoint, not the beginning.
Parallelism: Execute sub-tasks (e.g., "Search SEC Filings" and "Check TechCrunch") in parallel using step.runAction.
Infrastructure: Wrap logic in WorkflowManager to utilize the Workpool for concurrency limits (preventing rate-limit bans).
Documentation: Workflow Component | Durable Workflows & Guarantees

3. Core Agent Capabilities

3.1 Tooling & External Access (Width)

Requirement: Agents must possess "Width" (access to the outside world) to ground their research. Tools Implementation:

Web Search: Integration with Linkup/Tavily APIs via createTool.
RAG: Hybrid search over internal documents using the Convex Agent hybrid search capabilities.
Documentation: Agent Tools | RAG with Agent Component

3.2 Context Management (Memory)

Requirement: The agent must adapt its context window dynamically based on the task phase (e.g., "don't read the whole thread when summarizing a single document"). Mechanism:

Use contextHandler to programmatically filter, summarize, or inject specific memories before the prompt hits the LLM.
Documentation: Full Context Control

3.3 Self-Correction (Quality Control)

Requirement: The system must detect hallucinations or poor outputs without human intervention. Mechanism:

Critic Loop: A Workflow step where a secondary agent (The "Grader") reviews the output of the primary agent.
Loop: If the score is < 80%, the workflow loops back to the generation step with feedback.
Documentation: Building Reliable Workflows

4. Realtime & Voice Interfaces

4.1 Unified Voice Backend

Requirement: The platform must support a "Phone Mode" or "Voice Chat" without duplicating logic. Mechanism:

Transport: Use Convex httpAction to receive events from voice clients (RTVI / Daily Bots).
Logic: The HTTP action triggers the exact same Agent/Workflow logic used by the text chat.
Response: Results are piped back via HTTP or stored in the DB for the frontend to reactively update.
Documentation: Shop Talk: Voice Agents | Realtime Capabilities

4.2 Hybrid Streaming

Requirement: Voice and Text must remain in sync. Mechanism:

Use Persistent Text Streaming to allow the voice provider to read tokens as they are generated, while simultaneously updating the web UI.
Documentation: Persistent Text Streaming Component

5. Reliability & Infrastructure Optimization

5.1 Production Guardrails

Requirement: Prevent "Runaway Agents" from draining credits or crashing the DB. Mechanism:

Rate Limiting: Use the Rate Limiter Component to cap tokens-per-minute per user.
Usage Tracking: Implement usageHandler to log token consumption for billing.
Documentation: Rate Limiter Component | Usage Tracking

5.2 Performance Tuning

Requirement: High-throughput mutations (e.g., streaming chunks from 100 concurrent agents) must not cause conflicts. Mechanism:

Sharded Counters: Use Sharded Counter Component for tracking stats.
Hot/Cold Tables: Separate "Streaming Deltas" (high write) from "Thread Metadata" (low write) to minimize transaction conflicts.
Documentation: Sharded Counter | High Throughput Patterns

6. Component & Reference Map

Feature Area	Convex Component / Concept	Documentation URL
Orchestration	Workflow & Workpool	Workflow Component
Agent Logic	Agent Component	Agent Definition
Reliability	Durable Execution	Durable Workflows Blog
Streaming	Stream Text / Deltas	Streaming Docs
Voice	HTTP Actions & Realtime	Realtime Docs
Safety	Rate Limiter	Rate Limiter Component
Observability	Log Streams	Log Streams

Name		Name	Last commit message	Last commit date
Latest commit History 392 Commits
.agent-browser-profiles		.agent-browser-profiles
.claude		.claude
.cursor/rules		.cursor/rules
.github		.github
.llms/stripe		.llms/stripe
.serena		.serena
.storybook		.storybook
.tmp-competitor-analysis		.tmp-competitor-analysis
.tmp-schema-dts		.tmp-schema-dts
.tmp-tools		.tmp-tools
.tmp		.tmp
.windsurf/rules		.windsurf/rules
convex		convex
docs		docs
e2e-screenshots		e2e-screenshots
mcp_tools		mcp_tools
next-app		next-app
packages/mcp-local		packages/mcp-local
public		public
python-mcp-servers		python-mcp-servers
screenshots		screenshots
scripts		scripts
server		server
shared		shared
src		src
test-agents		test-agents
test_assets		test_assets
tests		tests
vault		vault
.env.example		.env.example
.gitignore		.gitignore
.npmrc		.npmrc
.tmp-convex-tsc-errors.txt		.tmp-convex-tsc-errors.txt
.tmp-runsingletest.json		.tmp-runsingletest.json
100_PERCENT_ACHIEVEMENT.md		100_PERCENT_ACHIEVEMENT.md
ACTUAL_OUTPUTS_SUMMARY.md		ACTUAL_OUTPUTS_SUMMARY.md
ADMIN_MUTATION_WRAPPING_EXAMPLES.md		ADMIN_MUTATION_WRAPPING_EXAMPLES.md
AGENTS.md		AGENTS.md
AGENT_BROWSER_SETUP.md		AGENT_BROWSER_SETUP.md
ANALYTICS_ROUTE_INTEGRATION.md		ANALYTICS_ROUTE_INTEGRATION.md
API_INTEGRATION_GUIDE.md		API_INTEGRATION_GUIDE.md
ARBITRAGE_AGENT_IMPLEMENTATION_PLAN.md		ARBITRAGE_AGENT_IMPLEMENTATION_PLAN.md
ARCHITECTURE_HYBRID_DCF.md		ARCHITECTURE_HYBRID_DCF.md
AVAILABLE_METRICS_ANALYSIS.md		AVAILABLE_METRICS_ANALYSIS.md
A_GRADE_ACHIEVEMENT_REPORT.md		A_GRADE_ACHIEVEMENT_REPORT.md
BROWSERROUTER_MIGRATION_PLAN.md		BROWSERROUTER_MIGRATION_PLAN.md
BROWSERROUTER_RESULTS.md		BROWSERROUTER_RESULTS.md
CHANGELOG.md		CHANGELOG.md
COMPLETE_POST_FIX_SUMMARY.md		COMPLETE_POST_FIX_SUMMARY.md
COMPLETE_SYSTEM_SUMMARY.md		COMPLETE_SYSTEM_SUMMARY.md
COMPLETION-SUMMARY.md		COMPLETION-SUMMARY.md
DAILY_BRIEFING_MCP_UNIFIED_IMPLEMENTATION_PLAN.md		DAILY_BRIEFING_MCP_UNIFIED_IMPLEMENTATION_PLAN.md
DAILY_MORNING_BRIEF.md		DAILY_MORNING_BRIEF.md
DATA_CLEANUP_REPORT_2026-01-21.md		DATA_CLEANUP_REPORT_2026-01-21.md
DATA_COMPLETENESS_IMPLEMENTATION_GUIDE.md		DATA_COMPLETENESS_IMPLEMENTATION_GUIDE.md
DCF_AGENT_ARCHITECTURE.md		DCF_AGENT_ARCHITECTURE.md
DCF_E2E_TEST_GUIDE.md		DCF_E2E_TEST_GUIDE.md
DCF_IMPLEMENTATION_STATUS.md		DCF_IMPLEMENTATION_STATUS.md
DCF_INTEGRATION_SUMMARY.md		DCF_INTEGRATION_SUMMARY.md
DCF_SPREADSHEET_INTEGRATION.md		DCF_SPREADSHEET_INTEGRATION.md
DCF_SYSTEM_GAPS.md		DCF_SYSTEM_GAPS.md
DCF_USAGE_EXAMPLES.md		DCF_USAGE_EXAMPLES.md
DEEP_AGENT_OPTIMIZATION_GUIDE.md		DEEP_AGENT_OPTIMIZATION_GUIDE.md
DIAGNOSTIC-TEST-REPORT.md		DIAGNOSTIC-TEST-REPORT.md
DUPLICATE-MESSAGE-FIX.md		DUPLICATE-MESSAGE-FIX.md
DUPLICATE_FIX_ANALYSIS.md		DUPLICATE_FIX_ANALYSIS.md
DYNAMIC_PROMPT_ENHANCEMENT.md		DYNAMIC_PROMPT_ENHANCEMENT.md
E2E_TEST_FINAL_STATUS.md		E2E_TEST_FINAL_STATUS.md
EMAIL_INTELLIGENCE_PRD.md		EMAIL_INTELLIGENCE_PRD.md
END_TO_END_TESTING_REPORT.md		END_TO_END_TESTING_REPORT.md
ENGAGEMENT_TRACKING_INTEGRATION_GUIDE.md		ENGAGEMENT_TRACKING_INTEGRATION_GUIDE.md
ENHANCED_PROMPT_SYSTEM_V2.md		ENHANCED_PROMPT_SYSTEM_V2.md
EVALUATION_REPORT.md		EVALUATION_REPORT.md
EVALUATION_SYSTEM_IMPLEMENTATION_STATUS.md		EVALUATION_SYSTEM_IMPLEMENTATION_STATUS.md
FINAL_SESSION_SUMMARY.md		FINAL_SESSION_SUMMARY.md
FINAL_TEST_REPORT.md		FINAL_TEST_REPORT.md
FINAL_VERIFICATION_SUMMARY.md		FINAL_VERIFICATION_SUMMARY.md
FIXES.md		FIXES.md
FULL_INTEGRATION_GAP_ANALYSIS.md		FULL_INTEGRATION_GAP_ANALYSIS.md
FUNDING_ATTRIBUTION_FIX_REPORT.md		FUNDING_ATTRIBUTION_FIX_REPORT.md
FUNDING_DATA_QUALITY_ISSUES.md		FUNDING_DATA_QUALITY_ISSUES.md
FUNDING_DETECTION_INTEGRATION.md		FUNDING_DETECTION_INTEGRATION.md
GOOGLE_CALENDAR_SETUP.md		GOOGLE_CALENDAR_SETUP.md
IMPLEMENTATION_SUMMARY.md		IMPLEMENTATION_SUMMARY.md
INTEGRATION_COMPLETE_2026-01-22.md		INTEGRATION_COMPLETE_2026-01-22.md
INTERACTIVE_DCF_EXAMPLES.md		INTERACTIVE_DCF_EXAMPLES.md
INTERACTIVE_DCF_PRODUCT_ROADMAP.md		INTERACTIVE_DCF_PRODUCT_ROADMAP.md
LIGHTHOUSE_RESULTS_ANALYSIS.md		LIGHTHOUSE_RESULTS_ANALYSIS.md
MANUAL_DCF_TEST.md		MANUAL_DCF_TEST.md
MANUAL_TEST_INSTRUCTIONS.md		MANUAL_TEST_INSTRUCTIONS.md
MCP_REACHABILITY_PLAN.md		MCP_REACHABILITY_PLAN.md
METADATA_BACKFILL_REPORT.md		METADATA_BACKFILL_REPORT.md
NEXTJS_SSR_MIGRATION.md		NEXTJS_SSR_MIGRATION.md
NEXT_STEPS.md		NEXT_STEPS.md
NODEBENCH_INTEGRATION_MAP.md		NODEBENCH_INTEGRATION_MAP.md
NTFY_QUALITY_AUDIT.md		NTFY_QUALITY_AUDIT.md
OPTIMIZATIONS_APPLIED.md		OPTIMIZATIONS_APPLIED.md
OPTIMIZATION_INDEX.md		OPTIMIZATION_INDEX.md
PATH_TO_70_PLUS.md		PATH_TO_70_PLUS.md
PERFORMANCE_ACCESSIBILITY_ROADMAP.md		PERFORMANCE_ACCESSIBILITY_ROADMAP.md

HomenShum/nodebench-ai

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NodeBench AI

Industry-Leading Enhancements (2026)

Combined Impact

Quick Links

Key Features

Competitive Position

Usage Examples

Cost Savings Analysis

Database Schema

Changelog

v0.4.0 (February 1, 2026)

v0.3.6 (January 20, 2026)

v0.3.5 (January 16, 2026)

v0.3.4 (January 16, 2026)

v0.3.3 (January 16, 2026)

v0.3.2 (January 14, 2026)

v0.3.1 (January 12, 2026)

v0.3.0 (January 11, 2026)

v0.2.0 (January 11, 2026)

v0.1.1 (January 9-10, 2026)

v0.1.0 (January 8, 2026)

Features

Model Benchmarks (January 8, 2026)

Pass Rate by Model

Scenario Performance

Key Insights

Running Benchmarks

Directory Structure & Feature Mapping

📂 Core Features

Arbitrage Agent Integration

Core Features

Integration Points

Technical Implementation

Architecture

Daily Morning Brief - Convex Deployment Fix

Issue

Root Cause

Solution

Daily Morning Brief - Automated Dashboard & Digest System

Overview

Architecture

Data Sources (All Free)

Metrics Calculation

Usage

Error Handling

Configuration

Research Dashboard Visual Enhancements

Issues Fixed

1. Tooltip Clipping Issue

2. Invisible Chart Line

Technical Details

Files Modified

Architecture

How It Works

LLM Model Registry

Quick Start

Prerequisites

Installation

Environment Variables

End-to-end validation (required)

Knowledge diffs ("What Changed") demo

Funding brief (LinkedIn) dry run

Email Intelligence & PRD Composer

Architecture

Multi-Agent System

Agent Composition

Human-in-the-Loop

Deep Agents 2.0 Architecture

Core Components

4 Code-Enforced Invariants

Invariant A: Message Isolation

Invariant B: Safe Context Fallback

Invariant C: Memory Deduplication

Invariant D: Capability Version Check

Scratchpad Schema

Schema Changes (`convex/schema.ts`)

Backend (`convex/feed.ts`)