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

lib/financials/history-window.test.ts

@@ -0,0 +1,120 @@
+import { describe, expect, it } from "vitest";
+import {
+  filterPeriodsByHistoryWindow,
+  financialHistoryLimit,
+} from "@/lib/financials/history-window";
+import type { FinancialStatementPeriod } from "@/lib/types";
+
+function createPeriod(year: number, month = 12, day = 31) {
+  const suffix = `${year}-${String(month).padStart(2, "0")}-${String(day).padStart(2, "0")}`;
+
+  return {
+    id: suffix,
+    filingId: year,
+    accessionNumber: `0000-${year}`,
+    filingDate: `${year + 1}-02-01`,
+    periodStart: `${year}-01-01`,
+    periodEnd: suffix,
+    filingType: "10-K",
+    periodLabel: `FY ${year}`,
+  } satisfies FinancialStatementPeriod;
+}
+
+describe("financialHistoryLimit", () => {
+  it("scales fetch size for annual and ltm cadences", () => {
+    expect(financialHistoryLimit("annual", 3)).toBe(5);
+    expect(financialHistoryLimit("ltm", 10)).toBe(12);
+  });
+
+  it("fetches a buffered number of quarterly periods", () => {
+    expect(financialHistoryLimit("quarterly", 3)).toBe(16);
+    expect(financialHistoryLimit("quarterly", 5)).toBe(24);
+    expect(financialHistoryLimit("quarterly", 10)).toBe(44);
+  });
+});
+
+describe("filterPeriodsByHistoryWindow", () => {
+  it("keeps the latest three annual periods", () => {
+    const periods = [
+      createPeriod(2018),
+      createPeriod(2019),
+      createPeriod(2020),
+      createPeriod(2021),
+      createPeriod(2022),
+      createPeriod(2023),
+      createPeriod(2024),
+    ];
+
+    expect(
+      filterPeriodsByHistoryWindow(periods, "annual", 3).map(
+        (period) => period.id,
+      ),
+    ).toEqual(["2022-12-31", "2023-12-31", "2024-12-31"]);
+  });
+
+  it("keeps the exact trailing annual count for longer windows", () => {
+    const periods = Array.from({ length: 12 }, (_, index) =>
+      createPeriod(2013 + index),
+    );
+
+    expect(
+      filterPeriodsByHistoryWindow(periods, "annual", 10).map(
+        (period) => period.id,
+      ),
+    ).toEqual([
+      "2015-12-31",
+      "2016-12-31",
+      "2017-12-31",
+      "2018-12-31",
+      "2019-12-31",
+      "2020-12-31",
+      "2021-12-31",
+      "2022-12-31",
+      "2023-12-31",
+      "2024-12-31",
+    ]);
+  });
+
+  it("keeps the exact trailing quarterly count", () => {
+    const periods = [
+      createPeriod(2022, 3, 31),
+      createPeriod(2022, 6, 30),
+      createPeriod(2022, 9, 30),
+      createPeriod(2022, 12, 31),
+      createPeriod(2023, 3, 31),
+      createPeriod(2023, 6, 30),
+      createPeriod(2023, 9, 30),
+      createPeriod(2023, 12, 31),
+      createPeriod(2024, 3, 31),
+      createPeriod(2024, 6, 30),
+      createPeriod(2024, 9, 30),
+      createPeriod(2024, 12, 31),
+      createPeriod(2025, 3, 31),
+    ];
+
+    expect(
+      filterPeriodsByHistoryWindow(periods, "quarterly", 3).map(
+        (period) => period.id,
+      ),
+    ).toEqual([
+      "2022-06-30",
+      "2022-09-30",
+      "2022-12-31",
+      "2023-03-31",
+      "2023-06-30",
+      "2023-09-30",
+      "2023-12-31",
+      "2024-03-31",
+      "2024-06-30",
+      "2024-09-30",
+      "2024-12-31",
+      "2025-03-31",
+    ]);
+  });
+
+  it("returns all periods when the list is shorter than the requested window", () => {
+    const periods = [createPeriod(2024)];
+
+    expect(filterPeriodsByHistoryWindow(periods, "annual", 5)).toEqual(periods);
+  });
+});