feat(#514): automate investing research ops

docs/architecture/investing-ops-automation.md

@@ -0,0 +1,75 @@
+# Investing Research Ops Automation
+
+This slice closes `#514`.
+
+## Implementation plan
+
+- persist explicit research-op schedules instead of relying on ad hoc reminders
+- register those schedules inside the always-on process, following the same global scheduler pattern as ingestion
+- materialize delivery content into a durable audit trail so operators can inspect every unattended run
+
+## Runtime model
+
+State file:
+
+- `~/.local/state/zee/investing/ops-automation.json`
+
+The state file stores two records:
+
+- `schedules[]`
+  - workflow, cadence, enabled state, optional symbol scope, output format, delivery target, and last-run audit summary
+- `deliveries[]`
+  - one record per unattended or operator-triggered run with artifact type/id, delivered content, timestamps, and error detail when a run fails
+
+Supported workflows:
+
+- `daily-portfolio-brief`
+- `earnings-preview-packet`
+- `earnings-review-packet`
+
+Supported delivery target:
+
+- `audit-log`
+  - the rendered artifact is persisted directly into the delivery record so operators can review the exact unattended output later
+
+## Operator surfaces
+
+CLI:
+
+- `zee investing ops schedule create`
+- `zee investing ops schedule read`
+- `zee investing ops schedule list`
+- `zee investing ops schedule update`
+- `zee investing ops schedule run`
+- `zee investing ops delivery read`
+- `zee investing ops delivery list`
+
+Tool surface:
+
+- `zee:invest-ops`
+
+Supported tool actions:
+
+- `create-schedule`
+- `update-schedule`
+- `read-schedule`
+- `list-schedules`
+- `run-schedule`
+- `read-delivery`
+- `list-deliveries`
+
+## Always-on integration
+
+- the always-on daemon registers enabled research-op schedules during startup
+- schedules run as global scheduler tasks so they keep firing without GitHub Actions or external cron
+- the daily portfolio brief workflow materializes the latest persisted portfolio briefing
+- earnings workflows locate the latest matching synthesis execution, regenerate the packet if needed, and store the delivered content in the audit trail
+
+## Telemetry
+
+This slice emits:
+
+- `investing.ops.schedule`
+  - emitted when schedules are created, updated, or registered with the resident scheduler
+- `investing.ops.delivery`
+  - emitted on every unattended or operator-triggered run with workflow, artifact linkage, format, target, and error detail when applicable

packages/zee/src/cli/cmd/always-on.ts

@@ -39,6 +39,7 @@ import {
   type OrchestrationVisualMode,
   type VisualOrchestrationSink,
 } from "@root/orchestration-visual"
+import { registerInvestingOpsSchedules } from "@root/domain/investing/ops-automation"
 import os from "os"
 
 const log = Log.create({ service: "always-on" })
@@ -695,6 +696,22 @@ export async function startAlwaysOnProcess(opts: AlwaysOnOptions): Promise<Alway
     })
   }
 
+  // Start investing portfolio and earnings research-op schedules inside the resident daemon process.
+  try {
+    const registrations = registerInvestingOpsSchedules({
+      directory,
+    })
+    if (registrations.length === 0) {
+      Output.log("Investing:  Research ops scheduler disabled")
+    } else {
+      Output.log(`Investing:  Research ops scheduler active (${registrations.length} workflows)`)
+    }
+  } catch (error) {
+    log.error("Failed to initialize investing research ops scheduler", {
+      error: error instanceof Error ? error.message : String(error),
+    })
+  }
+
   // Start gateway
   if (gateway) {
     gatewayStarted = await GatewaySupervisor.start({