francy51 e2d626767c Add custom XBRL concept mappings system with formula editor, portfolio quote caching, and agent config refactoring
Backend:
- New mappings module (storage, service, types, events) for persistent custom XBRL
  concept mappings with formula validation and ticker-scoped concept discovery
- Tauri commands: CRUD for custom mappings, import/export, formula validation,
  and ticker concept listing
- Portfolio service: quote caching with 5-min TTL, event-driven progressive loading
  (loading -> loaded -> ready) so UI can render cached data while fresh quotes fetch
- Agent config: split provider settings into remote/ollama structs, validate API key
  presence at save-time for remote provider routes, clean up test helpers
- Terminal: add /concepts and /mappings commands; /mappings add requires agent approval
- SEC EDGAR: integrate mappings service into lookup for concept enrichment

Frontend:
- MappingEditorModal, FormulaEditor with autocomplete, ConceptSelector, ConceptSuggestions
- MappingsSettingsCard for managing custom mappings in settings
- useMappings and useEarningsMappings hooks with cache-invalidation events
- mappingsBridge and mappingsRefresh utilities, formulaAutocompleteUtils
- Updated EarningsPanel, TerminalOutput, StatementTableMinimal for concept display
- Agent settings UI refactored for dual provider config (remote + Ollama)
2026-04-15 23:15:51 -04:00
2026-04-04 12:17:18 -04:00
Description
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4.3 MiB
Languages
Rust 58%
TypeScript 41.4%
CSS 0.5%