Francy51/Neon-Desk
2
0
Fork 0
Code Issues 22 Pull Requests Actions Packages Projects Releases Wiki Activity

Add history window controls and expand taxonomy pack support

Browse Source 
- 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
Download Patch File Download Diff File Expand all files Collapse all files

220
rust/taxonomy/fiscal/v1/not_for_profit.surface.json Normal file
View File

@@ -0,0 +1,220 @@
{
"version": "fiscal-v1",
"pack": "not_for_profit",
"surfaces": [
{
"surface_key": "contribution_revenue",
"statement": "income",
"label": "Contributions & Donations",
"category": "surface",
"order": 10,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:ContributionsReceived",
"us-gaap:DonationsRevenue"
],
"allowed_authoritative_concepts": [
"us-gaap:ContributionsReceived",
"us-gaap:DonationsRevenue"
],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "income_default"
},
{
"surface_key": "grant_revenue",
"statement": "income",
"label": "Grants & Contracts Revenue",
"category": "surface",
"order": 15,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:GrantRevenue",
"us-gaap:GovernmentGrantsRevenue"
],
"allowed_authoritative_concepts": [
"us-gaap:GrantRevenue",
"us-gaap:GovernmentGrantsRevenue"
],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "income_default"
},
{
"surface_key": "program_service_revenue",
"statement": "income",
"label": "Program Service Revenue",
"category": "surface",
"order": 20,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:ProgramServiceFees",
"us-gaap:ServiceRevenueNotForProfit"
],
"allowed_authoritative_concepts": [
"us-gaap:ProgramServiceFees",
"us-gaap:ServiceRevenueNotForProfit"
],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "income_default"
},
{
"surface_key": "fundraising_expense",
"statement": "income",
"label": "Fundraising Expense",
"category": "surface",
"order": 30,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:FundraisingExpense",
"us-gaap:DevelopmentExpense"
],
"allowed_authoritative_concepts": [
"us-gaap:FundraisingExpense",
"us-gaap:DevelopmentExpense"
],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "income_default"
},
{
"surface_key": "program_service_expense",
"statement": "income",
"label": "Program Service Expense",
"category": "surface",
"order": 35,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:ProgramServiceExpense",
"us-gaap:ProgramExpense"
],
"allowed_authoritative_concepts": [
"us-gaap:ProgramServiceExpense",
"us-gaap:ProgramExpense"
],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "income_default"
},
{
"surface_key": "administrative_expense",
"statement": "income",
"label": "Administrative & General Expense",
"category": "surface",
"order": 40,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:GeneralAndAdministrativeExpense",
"us-gaap:ManagementAndGeneralExpense"
],
"allowed_authoritative_concepts": [
"us-gaap:GeneralAndAdministrativeExpense",
"us-gaap:ManagementAndGeneralExpense"
],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "income_default"
},
{
"surface_key": "change_in_net_assets",
"statement": "income",
"label": "Change in Net Assets",
"category": "surface",
"order": 90,
"unit": "currency",
"rollup_policy": "direct_or_formula",
"allowed_source_concepts": [
"us-gaap:ChangeInNetAssets"
],
"allowed_authoritative_concepts": [
"us-gaap:ChangeInNetAssets"
],
"formula_fallback": null,
"detail_grouping_policy": "top_level_only",
"materiality_policy": "income_default"
},
{
"surface_key": "net_assets_without_donor_restrictions",
"statement": "balance",
"label": "Net Assets Without Donor Restrictions",
"category": "equity",
"order": 100,
"unit": "currency",
"rollup_policy": "direct_or_formula",
"allowed_source_concepts": [
"us-gaap:NetAssetsWithoutDonorRestrictions",
"us-gaap:UnrestrictedNetAssets"
],
"allowed_authoritative_concepts": [
"us-gaap:NetAssetsWithoutDonorRestrictions",
"us-gaap:UnrestrictedNetAssets"
],
"formula_fallback": null,
"detail_grouping_policy": "top_level_only",
"materiality_policy": "balance_default"
},
{
"surface_key": "net_assets_with_donor_restrictions",
"statement": "balance",
"label": "Net Assets With Donor Restrictions",
"category": "equity",
"order": 105,
"unit": "currency",
"rollup_policy": "direct_or_formula",
"allowed_source_concepts": [
"us-gaap:NetAssetsWithDonorRestrictions",
"us-gaap:TemporarilyRestrictedNetAssets"
],
"allowed_authoritative_concepts": [
"us-gaap:NetAssetsWithDonorRestrictions",
"us-gaap:TemporarilyRestrictedNetAssets"
],
"formula_fallback": null,
"detail_grouping_policy": "top_level_only",
"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"
}
]
}