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
This commit is contained in:
258
rust/taxonomy/fiscal/v1/steamship.surface.json
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258
rust/taxonomy/fiscal/v1/steamship.surface.json
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{
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"version": "fiscal-v1",
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"pack": "steamship",
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"surfaces": [
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{
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"surface_key": "freight_revenue",
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"statement": "income",
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"label": "Freight Revenue",
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"category": "surface",
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"order": 10,
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"unit": "currency",
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"rollup_policy": "aggregate_children",
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"allowed_source_concepts": [
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"us-gaap:FreightRevenue",
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"us-gaap:CargoRevenue"
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],
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"allowed_authoritative_concepts": [
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"us-gaap:FreightRevenue",
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"us-gaap:CargoRevenue"
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],
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"formula_fallback": null,
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"detail_grouping_policy": "group_all_children",
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"materiality_policy": "income_default"
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},
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{
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"surface_key": "passenger_revenue",
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"statement": "income",
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"label": "Passenger Revenue",
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"category": "surface",
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"order": 15,
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"unit": "currency",
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"rollup_policy": "aggregate_children",
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"allowed_source_concepts": [
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"us-gaap:PassengerRevenue",
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"us-gaap:TicketRevenue"
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],
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"allowed_authoritative_concepts": [
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"us-gaap:PassengerRevenue",
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"us-gaap:TicketRevenue"
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],
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"formula_fallback": null,
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"detail_grouping_policy": "group_all_children",
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"materiality_policy": "income_default"
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},
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{
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"surface_key": "fuel_expense",
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"statement": "income",
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"label": "Fuel Expense",
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"category": "surface",
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"order": 25,
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"unit": "currency",
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"rollup_policy": "aggregate_children",
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"allowed_source_concepts": [
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"us-gaap:FuelExpense",
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"us-gaap:BunkerFuelExpense"
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],
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"allowed_authoritative_concepts": [
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"us-gaap:FuelExpense",
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"us-gaap:BunkerFuelExpense"
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],
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"formula_fallback": null,
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"detail_grouping_policy": "group_all_children",
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"materiality_policy": "income_default"
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},
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{
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"surface_key": "crew_and_operating_expense",
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"statement": "income",
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"label": "Crew & Operating Expense",
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"category": "surface",
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"order": 30,
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"unit": "currency",
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"rollup_policy": "aggregate_children",
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"allowed_source_concepts": [
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"us-gaap:CrewCosts",
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"us-gaap:OperatingExpenses"
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],
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"allowed_authoritative_concepts": [
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"us-gaap:CrewCosts",
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"us-gaap:OperatingExpenses"
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],
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"formula_fallback": null,
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"detail_grouping_policy": "group_all_children",
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"materiality_policy": "income_default"
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},
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{
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"surface_key": "depreciation_and_amortization",
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"statement": "income",
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"label": "Depreciation & Amortization",
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"category": "surface",
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"order": 40,
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"unit": "currency",
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"rollup_policy": "aggregate_children",
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"allowed_source_concepts": [
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"us-gaap:DepreciationDepletionAndAmortization",
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"us-gaap:DepreciationOfVessels"
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],
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"allowed_authoritative_concepts": [
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"us-gaap:DepreciationDepletionAndAmortization",
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"us-gaap:DepreciationOfVessels"
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],
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"formula_fallback": null,
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"detail_grouping_policy": "group_all_children",
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"materiality_policy": "income_default"
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},
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{
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"surface_key": "operating_income",
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"statement": "income",
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"label": "Operating Income",
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"category": "surface",
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"order": 60,
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"unit": "currency",
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"rollup_policy": "direct_or_formula",
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"allowed_source_concepts": [
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"us-gaap:OperatingIncomeLoss"
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],
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"allowed_authoritative_concepts": [
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"us-gaap:OperatingIncomeLoss"
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],
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"formula_fallback": null,
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"detail_grouping_policy": "top_level_only",
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"materiality_policy": "income_default"
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},
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{
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"surface_key": "net_income",
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"statement": "income",
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"label": "Net Income",
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"category": "surface",
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"order": 90,
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"unit": "currency",
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"rollup_policy": "direct_or_formula",
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"allowed_source_concepts": [
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"us-gaap:NetIncomeLoss"
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],
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"allowed_authoritative_concepts": [
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"us-gaap:NetIncomeLoss"
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],
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"formula_fallback": null,
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"detail_grouping_policy": "top_level_only",
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"materiality_policy": "income_default"
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},
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{
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"surface_key": "vessels_and_equipment",
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"statement": "balance",
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"label": "Vessels & Equipment",
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"category": "noncurrent_assets",
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"order": 30,
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"unit": "currency",
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"rollup_policy": "aggregate_children",
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"allowed_source_concepts": [
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"us-gaap:Vessels",
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"us-gaap:ShipsAndBoats",
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"us-gaap:MarineEquipment"
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],
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"allowed_authoritative_concepts": [
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"us-gaap:Vessels",
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"us-gaap:ShipsAndBoats",
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"us-gaap:MarineEquipment"
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],
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"formula_fallback": null,
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"detail_grouping_policy": "group_all_children",
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"materiality_policy": "balance_default"
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},
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{
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"surface_key": "dry_dock_and_other_deferrals",
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"statement": "balance",
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"label": "Dry-dock & Other Deferred Costs",
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"category": "noncurrent_assets",
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"order": 35,
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"unit": "currency",
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"rollup_policy": "aggregate_children",
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"allowed_source_concepts": [
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"us-gaap:DryDockCostsDeferred",
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"us-gaap:DeferredMaintenanceCosts"
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],
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"allowed_authoritative_concepts": [
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"us-gaap:DryDockCostsDeferred",
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"us-gaap:DeferredMaintenanceCosts"
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],
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"formula_fallback": null,
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"detail_grouping_policy": "group_all_children",
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"materiality_policy": "balance_default"
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},
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{
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"surface_key": "air_traffic_or_passenger_liability",
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"statement": "balance",
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"label": "Ticket Liability / Unearned Revenue",
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"category": "current_liabilities",
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"order": 70,
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"unit": "currency",
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"rollup_policy": "aggregate_children",
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"allowed_source_concepts": [
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"us-gaap:UnearnedPassengerRevenue",
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"us-gaap:DeferredTicketRevenue"
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],
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"allowed_authoritative_concepts": [
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"us-gaap:UnearnedPassengerRevenue",
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"us-gaap:DeferredTicketRevenue"
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],
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"formula_fallback": null,
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"detail_grouping_policy": "group_all_children",
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"materiality_policy": "balance_default"
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},
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{
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"surface_key": "total_assets",
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"statement": "balance",
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"label": "Total Assets",
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"category": "derived",
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"order": 90,
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"unit": "currency",
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"rollup_policy": "direct_only",
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"allowed_source_concepts": [
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"us-gaap:Assets"
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],
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"allowed_authoritative_concepts": [
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"us-gaap:Assets"
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],
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"formula_fallback": null,
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"detail_grouping_policy": "top_level_only",
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"materiality_policy": "balance_default"
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},
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{
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"surface_key": "total_liabilities",
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"statement": "balance",
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"label": "Total Liabilities",
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"category": "derived",
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"order": 100,
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"unit": "currency",
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"rollup_policy": "direct_only",
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"allowed_source_concepts": [
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"us-gaap:Liabilities"
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],
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"allowed_authoritative_concepts": [
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"us-gaap:Liabilities"
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],
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"formula_fallback": null,
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"detail_grouping_policy": "top_level_only",
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"materiality_policy": "balance_default"
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},
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{
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"surface_key": "total_equity",
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"statement": "balance",
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"label": "Total Equity",
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"category": "equity",
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"order": 110,
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"unit": "currency",
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"rollup_policy": "direct_only",
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"allowed_source_concepts": [
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"us-gaap:StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest"
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],
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"allowed_authoritative_concepts": [
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"us-gaap:StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest"
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],
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"formula_fallback": null,
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"detail_grouping_policy": "top_level_only",
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"materiality_policy": "balance_default"
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}
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]
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}
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