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feat(financials): add compact surface UI and graphing states

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francy51
2026-03-12 15:25:21 -04:00
parent c274f4d55b
commit 33ce48f53c
13 changed files with 1941 additions and 197 deletions
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lib/financial-metrics.ts
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@@ -42,26 +42,28 @@ export const INCOME_STATEMENT_METRIC_DEFINITIONS: StatementMetricDefinition[] =
{ key: 'cost_of_revenue', label: 'Cost of Revenue', category: 'expense', order: 20, unit: 'currency', localNames: ['CostOfRevenue', 'CostOfGoodsSold', 'CostOfSales', 'CostOfProductsSold', 'CostOfServices'], labelIncludes: ['cost of revenue', 'cost of sales', 'cost of goods sold'] },
{ key: 'gross_profit', label: 'Gross Profit', category: 'profit', order: 30, unit: 'currency', localNames: ['GrossProfit'] },
{ key: 'gross_margin', label: 'Gross Margin', category: 'margin', order: 40, unit: 'percent', labelIncludes: ['gross margin'] },
{ key: 'research_and_development', label: 'Research & Development', category: 'opex', order: 50, unit: 'currency', localNames: ['ResearchAndDevelopmentExpense'], labelIncludes: ['research and development'] },
{ key: 'sales_and_marketing', label: 'Sales & Marketing', category: 'opex', order: 60, unit: 'currency', localNames: ['SellingAndMarketingExpense'], labelIncludes: ['sales and marketing', 'selling and marketing'] },
{ key: 'general_and_administrative', label: 'General & Administrative', category: 'opex', order: 70, unit: 'currency', localNames: ['GeneralAndAdministrativeExpense'], labelIncludes: ['general and administrative'] },
{ key: 'selling_general_and_administrative', label: 'Selling, General & Administrative', category: 'opex', order: 80, unit: 'currency', localNames: ['SellingGeneralAndAdministrativeExpense'], labelIncludes: ['selling, general', 'selling general'] },
{ key: 'operating_expenses', label: 'Operating Expenses', category: 'opex', order: 50, unit: 'currency', localNames: ['OperatingExpenses'], labelIncludes: ['operating expenses'] },
{ key: 'selling_general_and_administrative', label: 'Selling, General & Administrative', category: 'opex', order: 60, unit: 'currency', localNames: ['SellingGeneralAndAdministrativeExpense'], labelIncludes: ['selling, general', 'selling general'] },
{ key: 'research_and_development', label: 'Research Expense', category: 'opex', order: 70, unit: 'currency', localNames: ['ResearchAndDevelopmentExpense'], labelIncludes: ['research and development', 'research expense'] },
{ key: 'other_operating_expense', label: 'Other Expense', category: 'opex', order: 80, unit: 'currency', localNames: ['OtherOperatingExpense'], labelIncludes: ['other operating expense', 'other expense'] },
{ key: 'operating_income', label: 'Operating Income', category: 'profit', order: 90, unit: 'currency', localNames: ['OperatingIncomeLoss', 'IncomeLossFromOperations'], labelIncludes: ['operating income'] },
{ key: 'operating_margin', label: 'Operating Margin', category: 'margin', order: 100, unit: 'percent', labelIncludes: ['operating margin'] },
{ key: 'interest_income', label: 'Interest Income', category: 'non_operating', order: 110, unit: 'currency', localNames: ['InterestIncomeExpenseNonoperatingNet', 'InterestIncomeOther', 'InvestmentIncomeInterest'], labelIncludes: ['interest income'] },
{ key: 'interest_expense', label: 'Interest Expense', category: 'non_operating', order: 120, unit: 'currency', localNames: ['InterestExpense', 'InterestAndDebtExpense'], labelIncludes: ['interest expense'] },
{ key: 'other_non_operating_income', label: 'Other Non-Operating Income', category: 'non_operating', order: 130, unit: 'currency', localNames: ['OtherNonoperatingIncomeExpense', 'NonoperatingIncomeExpense'], labelIncludes: ['other non-operating', 'non-operating income'] },
{ key: 'pretax_income', label: 'Pretax Income', category: 'profit', order: 140, unit: 'currency', localNames: ['IncomeBeforeTaxExpenseBenefit', 'PretaxIncome'], labelIncludes: ['income before taxes', 'pretax income'] },
{ key: 'income_tax_expense', label: 'Income Tax Expense', category: 'tax', order: 150, unit: 'currency', localNames: ['IncomeTaxExpenseBenefit'], labelIncludes: ['income tax'] },
{ key: 'effective_tax_rate', label: 'Effective Tax Rate', category: 'tax', order: 160, unit: 'percent', labelIncludes: ['effective tax rate'] },
{ key: 'net_income', label: 'Net Income', category: 'profit', order: 170, unit: 'currency', localNames: ['NetIncomeLoss', 'ProfitLoss'], labelIncludes: ['net income'] },
{ key: 'diluted_eps', label: 'Diluted EPS', category: 'per_share', order: 180, unit: 'currency', localNames: ['EarningsPerShareDiluted', 'DilutedEarningsPerShare'], labelIncludes: ['diluted eps', 'diluted earnings per share'] },
{ key: 'basic_eps', label: 'Basic EPS', category: 'per_share', order: 190, unit: 'currency', localNames: ['EarningsPerShareBasic', 'BasicEarningsPerShare'], labelIncludes: ['basic eps', 'basic earnings per share'] },
{ key: 'diluted_shares', label: 'Diluted Shares', category: 'shares', order: 200, unit: 'shares', localNames: ['WeightedAverageNumberOfDilutedSharesOutstanding', 'WeightedAverageNumberOfShareOutstandingDiluted'], labelIncludes: ['diluted shares', 'weighted average diluted'] },
{ key: 'basic_shares', label: 'Basic Shares', category: 'shares', order: 210, unit: 'shares', localNames: ['WeightedAverageNumberOfSharesOutstandingBasic', 'WeightedAverageNumberOfShareOutstandingBasicAndDiluted'], labelIncludes: ['basic shares', 'weighted average basic'] },
{ key: 'depreciation_and_amortization', label: 'Depreciation & Amortization', category: 'non_cash', order: 220, unit: 'currency', localNames: ['DepreciationDepletionAndAmortization', 'DepreciationAmortizationAndAccretionNet', 'DepreciationAndAmortization'], labelIncludes: ['depreciation', 'amortization'] },
{ key: 'ebitda', label: 'EBITDA', category: 'profit', order: 230, unit: 'currency', localNames: ['OperatingIncomeLoss'], labelIncludes: ['ebitda'] },
{ key: 'stock_based_compensation', label: 'Stock-Based Compensation', category: 'non_cash', order: 240, unit: 'currency', localNames: ['ShareBasedCompensation', 'AllocatedShareBasedCompensationExpense'], labelIncludes: ['stock-based compensation', 'share-based compensation'] }
{ key: 'sales_and_marketing', label: 'Sales & Marketing', category: 'opex', order: 100, unit: 'currency', localNames: ['SellingAndMarketingExpense'], labelIncludes: ['sales and marketing', 'selling and marketing'] },
{ key: 'general_and_administrative', label: 'General & Administrative', category: 'opex', order: 110, unit: 'currency', localNames: ['GeneralAndAdministrativeExpense'], labelIncludes: ['general and administrative'] },
{ key: 'operating_margin', label: 'Operating Margin', category: 'margin', order: 120, unit: 'percent', labelIncludes: ['operating margin'] },
{ key: 'interest_income', label: 'Interest Income', category: 'non_operating', order: 130, unit: 'currency', localNames: ['InterestIncomeExpenseNonoperatingNet', 'InterestIncomeOther', 'InvestmentIncomeInterest'], labelIncludes: ['interest income'] },
{ key: 'interest_expense', label: 'Interest Expense', category: 'non_operating', order: 140, unit: 'currency', localNames: ['InterestExpense', 'InterestAndDebtExpense'], labelIncludes: ['interest expense'] },
{ key: 'other_non_operating_income', label: 'Other Non-Operating Income', category: 'non_operating', order: 150, unit: 'currency', localNames: ['OtherNonoperatingIncomeExpense', 'NonoperatingIncomeExpense'], labelIncludes: ['other non-operating', 'non-operating income'] },
{ key: 'pretax_income', label: 'Pretax Income', category: 'profit', order: 160, unit: 'currency', localNames: ['IncomeBeforeTaxExpenseBenefit', 'PretaxIncome'], labelIncludes: ['income before taxes', 'pretax income'] },
{ key: 'income_tax_expense', label: 'Income Tax Expense', category: 'tax', order: 170, unit: 'currency', localNames: ['IncomeTaxExpenseBenefit'], labelIncludes: ['income tax'] },
{ key: 'effective_tax_rate', label: 'Effective Tax Rate', category: 'tax', order: 180, unit: 'percent', labelIncludes: ['effective tax rate'] },
{ key: 'net_income', label: 'Net Income', category: 'profit', order: 190, unit: 'currency', localNames: ['NetIncomeLoss', 'ProfitLoss'], labelIncludes: ['net income'] },
{ key: 'diluted_eps', label: 'Diluted EPS', category: 'per_share', order: 200, unit: 'currency', localNames: ['EarningsPerShareDiluted', 'DilutedEarningsPerShare'], labelIncludes: ['diluted eps', 'diluted earnings per share'] },
{ key: 'basic_eps', label: 'Basic EPS', category: 'per_share', order: 210, unit: 'currency', localNames: ['EarningsPerShareBasic', 'BasicEarningsPerShare'], labelIncludes: ['basic eps', 'basic earnings per share'] },
{ key: 'diluted_shares', label: 'Diluted Shares', category: 'shares', order: 220, unit: 'shares', localNames: ['WeightedAverageNumberOfDilutedSharesOutstanding', 'WeightedAverageNumberOfShareOutstandingDiluted'], labelIncludes: ['diluted shares', 'weighted average diluted'] },
{ key: 'basic_shares', label: 'Basic Shares', category: 'shares', order: 230, unit: 'shares', localNames: ['WeightedAverageNumberOfSharesOutstandingBasic', 'WeightedAverageNumberOfShareOutstandingBasicAndDiluted'], labelIncludes: ['basic shares', 'weighted average basic'] },
{ key: 'depreciation_and_amortization', label: 'Depreciation & Amortization', category: 'non_cash', order: 240, unit: 'currency', localNames: ['DepreciationDepletionAndAmortization', 'DepreciationAmortizationAndAccretionNet', 'DepreciationAndAmortization'], labelIncludes: ['depreciation', 'amortization'] },
{ key: 'ebitda', label: 'EBITDA', category: 'profit', order: 250, unit: 'currency', localNames: ['OperatingIncomeLoss'], labelIncludes: ['ebitda'] },
{ key: 'stock_based_compensation', label: 'Stock-Based Compensation', category: 'non_cash', order: 260, unit: 'currency', localNames: ['ShareBasedCompensation', 'AllocatedShareBasedCompensationExpense'], labelIncludes: ['stock-based compensation', 'share-based compensation'] }
] as const satisfies StatementMetricDefinition[];
export const BALANCE_SHEET_METRIC_DEFINITIONS: StatementMetricDefinition[] = [