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:
295
rust/taxonomy/fiscal/v1/title_plant.income-bridge.json
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295
rust/taxonomy/fiscal/v1/title_plant.income-bridge.json
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{
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"version": "fiscal-v1",
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"pack": "title_plant",
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"rows": {
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"revenue": {
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"direct_authoritative_concepts": [
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"us-gaap:TitleInsuranceRevenue",
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"us-gaap:TitleSearchAndExamRevenue",
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"us-gaap:EscrowFees",
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"us-gaap:ClosingFees"
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],
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"direct_source_concepts": [
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"TitleInsuranceRevenue",
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"TitleSearchAndExamRevenue",
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"EscrowFees",
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"ClosingFees"
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],
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"component_surfaces": {
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"positive": [
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"title_revenue",
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"escrow_and_closing_fees"
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],
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"negative": []
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},
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"component_concept_groups": {
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"positive": [],
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"negative": []
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},
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"formula": "pack_bridge_sum",
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"not_meaningful_for_pack": false,
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"warning_codes_when_used": [
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"revenue_formula_derived"
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]
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},
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"cost_of_revenue": {
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"direct_authoritative_concepts": [
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"us-gaap:CostOfRevenue"
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],
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"direct_source_concepts": [
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"CostOfRevenue",
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"CostOfGoodsSold",
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"CostOfSales",
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"CostOfGoodsAndServicesSold",
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"CostOfGoodsAndServiceExcludingDepreciationDepletionAndAmortization",
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"CostOfProductsSold",
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"CostOfServices"
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],
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"component_surfaces": {
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"positive": [],
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"negative": []
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},
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"component_concept_groups": {
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"positive": [],
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"negative": []
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},
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"formula": "direct",
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"not_meaningful_for_pack": false,
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"warning_codes_when_used": []
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},
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"gross_profit": {
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"direct_authoritative_concepts": [],
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"direct_source_concepts": [],
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"component_surfaces": {
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"positive": [],
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"negative": []
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},
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"component_concept_groups": {
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"positive": [],
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"negative": []
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},
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"formula": "not_meaningful",
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"not_meaningful_for_pack": true,
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"warning_codes_when_used": [
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"gross_profit_not_meaningful_title_plant"
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]
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},
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"operating_expenses": {
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"direct_authoritative_concepts": [
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"us-gaap:PolicyLossesAndLossAdjustmentExpenses",
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"us-gaap:ClaimsExpense",
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"us-gaap:OperatingExpenses"
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],
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"direct_source_concepts": [
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"PolicyLossesAndLossAdjustmentExpenses",
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"ClaimsExpense",
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"OperatingExpenses"
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],
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"component_surfaces": {
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"positive": [
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"policy_losses_and_claims_expense",
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"operating_expenses"
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],
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"negative": []
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},
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"component_concept_groups": {
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"positive": [],
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"negative": []
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},
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"formula": "pack_bridge_sum",
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"not_meaningful_for_pack": false,
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"warning_codes_when_used": [
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"operating_expenses_formula_derived"
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]
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},
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"selling_general_and_administrative": {
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"direct_authoritative_concepts": [
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"us-gaap:SellingGeneralAndAdministrativeExpense",
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"us-gaap:SellingGeneralAndAdministrativeExpenseExcludingEmployeeStockOptionPlanSpecialDividendCompensation"
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],
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"direct_source_concepts": [
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"SellingGeneralAndAdministrativeExpense",
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"SellingGeneralAndAdministrativeExpenseExcludingEmployeeStockOptionPlanSpecialDividendCompensation"
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],
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"component_surfaces": {
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"positive": [],
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"negative": []
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},
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"component_concept_groups": {
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"positive": [
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{
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"name": "sales_and_marketing",
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"concepts": [
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"us-gaap:SalesAndMarketingExpense",
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"us-gaap:SellingAndMarketingExpense",
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"us-gaap:MarketingExpense",
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"us-gaap:AdvertisingExpense"
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]
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},
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{
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"name": "general_and_administrative",
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"concepts": [
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"us-gaap:GeneralAndAdministrativeExpense"
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]
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}
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],
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"negative": []
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},
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"formula": "sum",
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"not_meaningful_for_pack": false,
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"warning_codes_when_used": [
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"selling_general_and_administrative_formula_derived"
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]
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},
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"research_and_development": {
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"direct_authoritative_concepts": [
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"us-gaap:ResearchAndDevelopmentExpense"
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],
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"direct_source_concepts": [
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"ResearchAndDevelopmentExpense"
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],
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"component_surfaces": {
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"positive": [],
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"negative": []
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},
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"component_concept_groups": {
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"positive": [],
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"negative": []
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},
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"formula": "direct",
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"not_meaningful_for_pack": false,
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"warning_codes_when_used": []
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},
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"other_operating_expense": {
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"direct_authoritative_concepts": [
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"us-gaap:OtherThanInterestExpense",
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"us-gaap:OtherOperatingExpenses",
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"us-gaap:OtherCostAndExpenseOperating",
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"us-gaap:OtherOperatingExpense"
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],
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"direct_source_concepts": [
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"OtherThanInterestExpense",
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"OtherOperatingExpenses",
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"OtherCostAndExpenseOperating",
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"OtherOperatingExpense"
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],
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"component_surfaces": {
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"positive": [
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"operating_expenses"
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],
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"negative": [
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"selling_general_and_administrative",
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"research_and_development"
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]
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},
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"component_concept_groups": {
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"positive": [],
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"negative": []
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},
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"formula": "sum_then_subtract",
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"not_meaningful_for_pack": false,
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"warning_codes_when_used": [
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"other_operating_expense_formula_derived"
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]
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},
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"operating_income": {
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"direct_authoritative_concepts": [
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"us-gaap:OperatingIncomeLoss",
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"us-gaap:IncomeFromOperations",
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"us-gaap:OperatingProfit"
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],
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"direct_source_concepts": [
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"OperatingIncomeLoss",
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"IncomeFromOperations",
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"OperatingProfit"
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],
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"component_surfaces": {
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"positive": [
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"gross_profit"
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],
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"negative": [
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"operating_expenses"
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]
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},
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"component_concept_groups": {
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"positive": [],
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"negative": []
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},
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"formula": "subtract",
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"not_meaningful_for_pack": false,
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"warning_codes_when_used": [
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"operating_income_formula_derived"
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]
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},
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"income_tax_expense": {
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"direct_authoritative_concepts": [
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"us-gaap:IncomeTaxExpenseBenefit"
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],
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"direct_source_concepts": [
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"IncomeTaxExpenseBenefit"
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],
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"component_surfaces": {
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"positive": [],
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"negative": [
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"net_income"
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]
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},
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"component_concept_groups": {
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"positive": [
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{
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"name": "pretax_income",
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"concepts": [
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"us-gaap:IncomeBeforeTaxExpenseBenefit",
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"us-gaap:PretaxIncome",
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"us-gaap:IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest",
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"us-gaap:IncomeBeforeEquityMethodInvestmentsIncomeTaxesExtraordinaryItemsNoncontrollingInterest",
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"us-gaap:IncomeFromContinuingOperationsBeforeIncomeTaxesMinorityInterestAndIncomeLossFromEquityMethodInvestments"
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]
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}
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],
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"negative": []
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},
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"formula": "subtract",
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"not_meaningful_for_pack": false,
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"warning_codes_when_used": [
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"income_tax_expense_formula_derived"
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]
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},
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"net_income": {
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"direct_authoritative_concepts": [
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"us-gaap:NetIncomeLoss",
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"us-gaap:ProfitLoss"
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],
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"direct_source_concepts": [
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"NetIncomeLoss",
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"ProfitLoss"
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],
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"component_surfaces": {
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"positive": [],
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"negative": [
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"income_tax_expense"
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]
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},
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"component_concept_groups": {
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"positive": [
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{
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"name": "pretax_income",
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"concepts": [
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"us-gaap:IncomeBeforeTaxExpenseBenefit",
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"us-gaap:PretaxIncome",
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"us-gaap:IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest",
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"us-gaap:IncomeBeforeEquityMethodInvestmentsIncomeTaxesExtraordinaryItemsNoncontrollingInterest",
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"us-gaap:IncomeFromContinuingOperationsBeforeIncomeTaxesMinorityInterestAndIncomeLossFromEquityMethodInvestments"
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]
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}
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],
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"negative": []
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},
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"formula": "subtract",
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"not_meaningful_for_pack": false,
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"warning_codes_when_used": [
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"net_income_formula_derived"
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]
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}
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}
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}
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