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Add history window controls and expand taxonomy pack support

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- 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
This commit is contained in:
francy51
2026-03-18 23:40:28 -04:00
parent f8426c4dde
commit 17de3dd72d
102 changed files with 14978 additions and 1316 deletions
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235
rust/taxonomy/fiscal/v1/mortgage_banking.surface.json Normal file
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{
"version": "fiscal-v1",
"pack": "mortgage_banking",
"surfaces": [
{
"surface_key": "mortgage_banking_revenue",
"statement": "income",
"label": "Mortgage Banking Revenue",
"category": "surface",
"order": 10,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:MortgageBankingIncome",
"us-gaap:OriginationFeesAndGainsOnLoans",
"us-gaap:GainOnSaleOfMortgageLoans"
],
"allowed_authoritative_concepts": [
"us-gaap:MortgageBankingIncome",
"us-gaap:OriginationFeesAndGainsOnLoans",
"us-gaap:GainOnSaleOfMortgageLoans"
],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "income_default"
},
{
"surface_key": "servicing_fees",
"statement": "income",
"label": "Mortgage Servicing Fees",
"category": "surface",
"order": 15,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:ServicingFees",
"us-gaap:MortgageServicingIncome"
],
"allowed_authoritative_concepts": [
"us-gaap:ServicingFees",
"us-gaap:MortgageServicingIncome"
],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "income_default"
},
{
"surface_key": "net_servicing_income",
"statement": "income",
"label": "Net Servicing Income",
"category": "surface",
"order": 20,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:NetServicingIncome"
],
"allowed_authoritative_concepts": [
"us-gaap:NetServicingIncome"
],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "income_default"
},
{
"surface_key": "interest_income",
"statement": "income",
"label": "Interest Income",
"category": "surface",
"order": 25,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:InterestIncomeOnMortgageLoansHeldForSale"
],
"allowed_authoritative_concepts": [
"us-gaap:InterestIncomeOnMortgageLoansHeldForSale"
],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "income_default"
},
{
"surface_key": "interest_expense",
"statement": "income",
"label": "Interest Expense",
"category": "surface",
"order": 28,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:InterestExpenseOnWarehouseLines",
"us-gaap:InterestExpenseOnLoans"
],
"allowed_authoritative_concepts": [
"us-gaap:InterestExpenseOnWarehouseLines",
"us-gaap:InterestExpenseOnLoans"
],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "income_default",
"sign_transform": "absolute"
},
{
"surface_key": "operating_expenses",
"statement": "income",
"label": "Operating Expenses",
"category": "surface",
"order": 40,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:OperatingExpenses"
],
"allowed_authoritative_concepts": [
"us-gaap:OperatingExpenses"
],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "income_default"
},
{
"surface_key": "net_income",
"statement": "income",
"label": "Net Income",
"category": "surface",
"order": 90,
"unit": "currency",
"rollup_policy": "direct_or_formula",
"allowed_source_concepts": [
"us-gaap:NetIncomeLoss"
],
"allowed_authoritative_concepts": [
"us-gaap:NetIncomeLoss"
],
"formula_fallback": null,
"detail_grouping_policy": "top_level_only",
"materiality_policy": "income_default"
},
{
"surface_key": "loans_held_for_sale",
"statement": "balance",
"label": "Loans Held for Sale",
"category": "current_assets",
"order": 30,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:LoansHeldForSaleNet",
"us-gaap:MortgageLoansHeldForSale"
],
"allowed_authoritative_concepts": [
"us-gaap:LoansHeldForSaleNet",
"us-gaap:MortgageLoansHeldForSale"
],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "balance_default"
},
{
"surface_key": "mortgage_servicing_rights",
"statement": "balance",
"label": "Mortgage Servicing Rights",
"category": "noncurrent_assets",
"order": 40,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:MortgageServicingRights",
"us-gaap:ServicingAssets"
],
"allowed_authoritative_concepts": [
"us-gaap:MortgageServicingRights",
"us-gaap:ServicingAssets"
],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "balance_default"
},
{
"surface_key": "total_assets",
"statement": "balance",
"label": "Total Assets",
"category": "derived",
"order": 90,
"unit": "currency",
"rollup_policy": "direct_only",
"allowed_source_concepts": [
"us-gaap:Assets"
],
"allowed_authoritative_concepts": [
"us-gaap:Assets"
],
"formula_fallback": null,
"detail_grouping_policy": "top_level_only",
"materiality_policy": "balance_default"
},
{
"surface_key": "total_liabilities",
"statement": "balance",
"label": "Total Liabilities",
"category": "derived",
"order": 100,
"unit": "currency",
"rollup_policy": "direct_only",
"allowed_source_concepts": [
"us-gaap:Liabilities"
],
"allowed_authoritative_concepts": [
"us-gaap:Liabilities"
],
"formula_fallback": null,
"detail_grouping_policy": "top_level_only",
"materiality_policy": "balance_default"
},
{
"surface_key": "total_equity",
"statement": "balance",
"label": "Total Equity",
"category": "equity",
"order": 110,
"unit": "currency",
"rollup_policy": "direct_only",
"allowed_source_concepts": [
"us-gaap:StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest"
],
"allowed_authoritative_concepts": [
"us-gaap:StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest"
],
"formula_fallback": null,
"detail_grouping_policy": "top_level_only",
"materiality_policy": "balance_default"
}
]
}