Add history window controls and expand taxonomy pack support

- add 3Y/5Y/10Y financial history filtering and reorganize normalization details UI
- add new fiscal taxonomy surface/income bridge/KPI packs and update Rust taxonomy loading
- auto-detect Homebrew SQLite for native `sqlite-vec` in local dev/e2e with docs and env guidance

docs/architecture/taxonomy.md

@@ -15,10 +15,9 @@ The taxonomy system defines all financial surfaces, computed ratios, and KPIs us
 │  core.kpis.json           - Sector-specific KPIs                 │
 │  core.income-bridge.json  - Income statement mapping rules       │
 │                                                                  │
-│  bank_lender.surface.json  - Bank-specific surfaces              │
-│  insurance.surface.json    - Insurance-specific surfaces         │
-│  reit_real_estate.surface.json - REIT-specific surfaces          │
-│  broker_asset_manager.surface.json - Asset manager surfaces      │
+│  *.surface.json            - Core plus industry-specific packs   │
+│  *.income-bridge.json      - Pack-specific universal income maps │
+│  kpis/*.kpis.json          - Pack KPI bundles                    │
 └──────────────────────────┬──────────────────────────────────────┘
                            │
          ┌─────────────────┼─────────────────┐
@@ -67,21 +66,24 @@ rust/taxonomy/fiscal/v1/
 ├── universal_income.surface.json
 │
 ├── bank_lender.surface.json
-├── bank_lender.income-bridge.json
-├── bank_lender.kpis.json
-│
 ├── insurance.surface.json
-├── insurance.income-bridge.json
-├── insurance.kpis.json
-│
 ├── reit_real_estate.surface.json
-├── reit_real_estate.income-bridge.json
-├── reit_real_estate.kpis.json
-│
 ├── broker_asset_manager.surface.json
-├── broker_asset_manager.income-bridge.json
-├── broker_asset_manager.kpis.json
-│
+├── agriculture.surface.json
+├── contractors_construction.surface.json
+├── contractors_federal_government.surface.json
+├── development_stage.surface.json
+├── entertainment_*.surface.json
+├── extractive_mining.surface.json
+├── mortgage_banking.surface.json
+├── title_plant.surface.json
+├── franchisors.surface.json
+├── not_for_profit.surface.json
+├── plan_defined_*.surface.json
+├── plan_health_welfare.surface.json
+├── real_estate_*.surface.json
+├── software.surface.json
+├── steamship.surface.json
 └── kpis/
     └── *.kpis.json
 
@@ -104,6 +106,7 @@ lib/generated/                  # Auto-generated, gitignored
 ## Surface Definitions
 
 Surfaces represent canonical financial line items. Each surface maps XBRL concepts to a standardized key.
+Generated TypeScript statement catalogs are built from the deduped union of core plus unique non-core surfaces, with core definitions winning for shared universal keys.
 
 ```json
 {
@@ -124,17 +127,17 @@ Surfaces represent canonical financial line items. Each surface maps XBRL concep
 
 ### Surface Fields
 
-| Field | Type | Description |
-|-------|------|-------------|
-| `surface_key` | string | Unique identifier (snake_case) |
-| `statement` | enum | `income`, `balance`, `cash_flow`, `equity`, `comprehensive_income` |
-| `label` | string | Human-readable label |
-| `category` | string | Grouping category |
-| `order` | number | Display order |
-| `unit` | enum | `currency`, `percent`, `ratio`, `shares`, `count` |
-| `rollup_policy` | string | How to aggregate: `direct_only`, `direct_or_formula`, `aggregate_children`, `formula_only` |
-| `allowed_source_concepts` | string[] | XBRL concepts that map to this surface |
-| `formula_fallback` | object | Optional formula when no direct mapping |
+| Field                     | Type     | Description                                                                                |
+| ------------------------- | -------- | ------------------------------------------------------------------------------------------ |
+| `surface_key`             | string   | Unique identifier (snake_case)                                                             |
+| `statement`               | enum     | `income`, `balance`, `cash_flow`, `equity`, `comprehensive_income`                         |
+| `label`                   | string   | Human-readable label                                                                       |
+| `category`                | string   | Grouping category                                                                          |
+| `order`                   | number   | Display order                                                                              |
+| `unit`                    | enum     | `currency`, `percent`, `ratio`, `shares`, `count`                                          |
+| `rollup_policy`           | string   | How to aggregate: `direct_only`, `direct_or_formula`, `aggregate_children`, `formula_only` |
+| `allowed_source_concepts` | string[] | XBRL concepts that map to this surface                                                     |
+| `formula_fallback`        | object   | Optional formula when no direct mapping                                                    |
 
 ## Computed Definitions
 
@@ -143,16 +146,18 @@ Computed definitions describe ratios and derived metrics. They are split into tw
 ### Phase 1: Filing-Derived (Rust computes)
 
 Ratios computable from filing data alone:
+
 - **Margins**: gross_margin, operating_margin, ebitda_margin, net_margin, fcf_margin
 - **Returns**: roa, roe, roic, roce
 - **Financial Health**: debt_to_equity, net_debt_to_ebitda, cash_to_debt, current_ratio
 - **Per-Share**: revenue_per_share, fcf_per_share, book_value_per_share
-- **Growth**: revenue_yoy, net_income_yoy, eps_yoy, fcf_yoy, *_cagr
+- **Growth**: revenue_yoy, net_income_yoy, eps_yoy, fcf_yoy, \*\_cagr
 
 ### Phase 2: Market-Derived (TypeScript computes)
 
 Ratios requiring external price data:
-- **Valuation**: market_cap, enterprise_value, price_to_earnings, price_to_fcf, price_to_book, ev_to_*
+
+- **Valuation**: market*cap, enterprise_value, price_to_earnings, price_to_fcf, price_to_book, ev_to*\*
 
 ```json
 {
@@ -186,13 +191,13 @@ Ratios requiring external price data:
 
 ### Computation Types
 
-| Type | Fields | Description |
-|------|--------|-------------|
-| `ratio` | numerator, denominator | Simple division |
-| `yoy_growth` | source | Year-over-year percentage change |
-| `cagr` | source, years | Compound annual growth rate |
-| `per_share` | source, shares_key | Divide by share count |
-| `simple` | formula | Custom formula expression |
+| Type         | Fields                 | Description                      |
+| ------------ | ---------------------- | -------------------------------- |
+| `ratio`      | numerator, denominator | Simple division                  |
+| `yoy_growth` | source                 | Year-over-year percentage change |
+| `cagr`       | source, years          | Compound annual growth rate      |
+| `per_share`  | source, shares_key     | Divide by share count            |
+| `simple`     | formula                | Custom formula expression        |
 
 ## Pack Inheritance
 
@@ -208,6 +213,8 @@ if !matches!(pack, FiscalPack::Core) {
 
 This ensures consistency across packs while allowing sector-specific income statements.
 
+Auto-classification remains conservative. Pack selection uses concept and role scoring, then falls back to `core` when the top match is weak or ambiguous.
+
 ## Build Pipeline
 
 ```bash
@@ -223,22 +230,24 @@ bun run build
 
 ### package.json Scripts
 
-| Script | Description |
-|--------|-------------|
-| `generate` | Run taxonomy generator |
-| `build:sidecar` | Build Rust binary |
-| `build` | Generate + Next.js build |
-| `lint` | Generate + TypeScript check |
+| Script          | Description                 |
+| --------------- | --------------------------- |
+| `generate`      | Run taxonomy generator      |
+| `build:sidecar` | Build Rust binary           |
+| `build`         | Generate + Next.js build    |
+| `lint`          | Generate + TypeScript check |
 
 ## Validation
 
 The generator validates:
+
 1. No duplicate surface keys within the same statement
 2. All ratio numerators/denominators reference existing surfaces
 3. Required fields present on all definitions
 4. Valid statement/unit/category values
 
 Run validation:
+
 ```bash
 bun run generate  # Validates during generation
 ```