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

236
rust/taxonomy/fiscal/v1/real_estate_general.surface.json Normal file
View File

@@ -0,0 +1,236 @@
{
"version": "fiscal-v1",
"pack": "real_estate_general",
"surfaces": [
{
"surface_key": "property_sales_revenue",
"statement": "income",
"label": "Property Sales Revenue",
"category": "surface",
"order": 10,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:RealEstateSalesRevenue",
"us-gaap:PropertySalesRevenue"
],
"allowed_authoritative_concepts": [
"us-gaap:RealEstateSalesRevenue",
"us-gaap:PropertySalesRevenue"
],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "income_default"
},
{
"surface_key": "property_management_fees",
"statement": "income",
"label": "Property Management & Service Revenue",
"category": "surface",
"order": 15,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:PropertyManagementFees",
"us-gaap:ManagementFeeRevenue"
],
"allowed_authoritative_concepts": [
"us-gaap:PropertyManagementFees",
"us-gaap:ManagementFeeRevenue"
],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "income_default"
},
{
"surface_key": "cost_of_property_sold",
"statement": "income",
"label": "Cost of Property Sold",
"category": "surface",
"order": 20,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:CostOfRealEstateSold",
"us-gaap:CostOfPropertySold"
],
"allowed_authoritative_concepts": [
"us-gaap:CostOfRealEstateSold",
"us-gaap:CostOfPropertySold"
],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "income_default"
},
{
"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",
"us-gaap:RealEstateOperatingExpenses"
],
"allowed_authoritative_concepts": [
"us-gaap:OperatingExpenses",
"us-gaap:RealEstateOperatingExpenses"
],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "income_default"
},
{
"surface_key": "operating_income",
"statement": "income",
"label": "Operating Income",
"category": "surface",
"order": 60,
"unit": "currency",
"rollup_policy": "direct_or_formula",
"allowed_source_concepts": [
"us-gaap:OperatingIncomeLoss"
],
"allowed_authoritative_concepts": [
"us-gaap:OperatingIncomeLoss"
],
"formula_fallback": null,
"detail_grouping_policy": "top_level_only",
"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": "real_estate_inventory",
"statement": "balance",
"label": "Real Estate Inventory",
"category": "current_assets",
"order": 30,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:RealEstateInventory",
"us-gaap:RealEstateHeldForSale"
],
"allowed_authoritative_concepts": [
"us-gaap:RealEstateInventory",
"us-gaap:RealEstateHeldForSale"
],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "balance_default"
},
{
"surface_key": "property_under_development",
"statement": "balance",
"label": "Property Under Development",
"category": "noncurrent_assets",
"order": 40,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:RealEstateDevelopmentProperty",
"us-gaap:PropertiesUnderDevelopment"
],
"allowed_authoritative_concepts": [
"us-gaap:RealEstateDevelopmentProperty",
"us-gaap:PropertiesUnderDevelopment"
],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "balance_default"
},
{
"surface_key": "deferred_revenue",
"statement": "balance",
"label": "Deferred Revenue",
"category": "current_liabilities",
"order": 70,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:DeferredRevenueRealEstate",
"us-gaap:DeferredRevenue"
],
"allowed_authoritative_concepts": [
"us-gaap:DeferredRevenueRealEstate",
"us-gaap:DeferredRevenue"
],
"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"
}
]
}