Add consolidated disclosure statement type

Create unified disclosure statement to organize footnote disclosures
separate from primary financial statements. Disclosures are now grouped
by type (tax, debt, securities, derivatives, leases, intangibles, ma,
revenue, cash_flow) in a dedicated statement type for cleaner UI
presentation.
This commit is contained in:
2026-03-16 18:54:23 -04:00
parent a58b07456e
commit 14a7773504
16 changed files with 5679 additions and 731 deletions

View File

@@ -8,7 +8,7 @@
## Project Snapshot
Neon Code is a comprehensive portoflio management and equity research platform. It helps analysts manage their portfolio, organize research and view individual stocks.
Neon Code is a comprehensive portfolio management and equity research platform. It helps analysts manage their portfolio, organize research and view individual stocks.
This repository is a VERY EARLY WIP. Proposing sweeping changes that improve long-term maintainability is encouraged.
@@ -22,4 +22,8 @@ If a tradeoff is required, choose correctness and robustness over short-term con
## Maintainability
Long term maintainability is a core priority. If you add new functionality, first check if there are shared logic that can be extracted to a separate module. Duplicate logic across mulitple files is a code smell and should be avoided. Don't be afraid to change existing code. Don't take shortcuts by just adding local logic to solve a problem.
Long term maintainability is a core priority. If you add new functionality, first check if there are shared logic that can be extracted to a separate module. Duplicate logic across multiple files is a code smell and should be avoided. Don't be afraid to change existing code. Don't take shortcuts by just adding local logic to solve a problem.
## Documentation
Documentation should be located in /doc folder. Make sure that the docs are up to date and ensure that robust architecture and strong coding patterns are propagated throughout.