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

lib/graphing/catalog.test.ts

@@ -36,6 +36,15 @@ describe('graphing catalog', () => {
     expect(quarterlyMetricKeys).toContain('gross_margin');
   });
 
+  it('includes other operating expense in the income statement metric catalog', () => {
+    const metricKeys = metricsForSurfaceAndCadence('income_statement', 'annual').map((metric) => metric.key);
+
+    expect(metricKeys).toContain('operating_expenses');
+    expect(metricKeys).toContain('selling_general_and_administrative');
+    expect(metricKeys).toContain('research_and_development');
+    expect(metricKeys).toContain('other_operating_expense');
+  });
+
   it('replaces invalid metrics after surface and cadence normalization', () => {
     const state = parseGraphingParams(new URLSearchParams('surface=ratios&cadence=quarterly&metric=5y_revenue_cagr&tickers=msft,aapl'));
 

lib/graphing/series.test.ts

@@ -4,7 +4,7 @@ import type {
   CompanyFinancialStatementsResponse,
   FinancialStatementPeriod,
   RatioRow,
-  StandardizedFinancialRow
+  SurfaceFinancialRow
 } from '@/lib/types';
 
 function createPeriod(input: {
@@ -26,7 +26,7 @@ function createPeriod(input: {
   } satisfies FinancialStatementPeriod;
 }
 
-function createStatementRow(key: string, values: Record<string, number | null>, unit: StandardizedFinancialRow['unit'] = 'currency') {
+function createStatementRow(key: string, values: Record<string, number | null>, unit: SurfaceFinancialRow['unit'] = 'currency') {
   return {
     key,
     label: key,
@@ -39,8 +39,9 @@ function createStatementRow(key: string, values: Record<string, number | null>,
     sourceFactIds: [1],
     formulaKey: null,
     hasDimensions: false,
-    resolvedSourceRowKeys: Object.fromEntries(Object.keys(values).map((periodId) => [periodId, key]))
-  } satisfies StandardizedFinancialRow;
+    resolvedSourceRowKeys: Object.fromEntries(Object.keys(values).map((periodId) => [periodId, key])),
+    statement: 'income'
+  } satisfies SurfaceFinancialRow;
 }
 
 function createRatioRow(key: string, values: Record<string, number | null>, unit: RatioRow['unit'] = 'percent') {
@@ -54,8 +55,9 @@ function createFinancials(input: {
   ticker: string;
   companyName: string;
   periods: FinancialStatementPeriod[];
-  statementRows?: StandardizedFinancialRow[];
+  statementRows?: SurfaceFinancialRow[];
   ratioRows?: RatioRow[];
+  fiscalPack?: string | null;
 }) {
   return {
     company: {
@@ -72,6 +74,7 @@ function createFinancials(input: {
       faithful: [],
       standardized: input.statementRows ?? []
     },
+    statementDetails: null,
     ratioRows: input.ratioRows ?? [],
     kpiRows: null,
     trendSeries: [],
@@ -100,6 +103,13 @@ function createFinancials(input: {
       taxonomy: null,
       validation: null
     },
+    normalization: {
+      regime: 'unknown',
+      fiscalPack: input.fiscalPack ?? null,
+      parserVersion: '0.0.0',
+      unmappedRowCount: 0,
+      materialUnmappedRowCount: 0
+    },
     dimensionBreakdown: null
   } satisfies CompanyFinancialStatementsResponse;
 }
@@ -194,6 +204,37 @@ describe('graphing series', () => {
     expect(data.hasAnyData).toBe(false);
   });
 
+  it('marks not meaningful standardized rows separately from missing metric data', () => {
+    const data = buildGraphingComparisonData({
+      surface: 'income_statement',
+      metric: 'gross_profit',
+      results: [
+        {
+          ticker: 'JPM',
+          financials: createFinancials({
+            ticker: 'JPM',
+            companyName: 'JPMorgan Chase & Co.',
+            fiscalPack: 'bank_lender',
+            periods: [createPeriod({ id: 'jpm-fy', filingId: 1, filingDate: '2026-02-13', periodEnd: '2025-12-31', filingType: '10-K' })],
+            statementRows: [{
+              ...createStatementRow('gross_profit', { 'jpm-fy': null }),
+              resolutionMethod: 'not_meaningful'
+            }]
+          })
+        }
+      ]
+    });
+
+    expect(data.latestRows[0]).toMatchObject({
+      ticker: 'JPM',
+      fiscalPack: 'bank_lender',
+      status: 'not_meaningful',
+      errorMessage: 'Not meaningful for this pack.'
+    });
+    expect(data.hasAnyData).toBe(false);
+    expect(data.hasPartialData).toBe(true);
+  });
+
   it('derives latest and prior values for the summary table', () => {
     const data = buildGraphingComparisonData({
       surface: 'income_statement',
@@ -216,6 +257,7 @@ describe('graphing series', () => {
 
     expect(data.latestRows[0]).toMatchObject({
       ticker: 'AMD',
+      fiscalPack: null,
       latestValue: 70,
       priorValue: 50,
       changeValue: 20,

lib/graphing/series.ts

@@ -27,7 +27,8 @@ export type GraphingSeriesPoint = {
 export type GraphingCompanySeries = {
   ticker: string;
   companyName: string;
-  status: 'ready' | 'error' | 'no_metric_data';
+  fiscalPack: string | null;
+  status: 'ready' | 'error' | 'no_metric_data' | 'not_meaningful';
   errorMessage: string | null;
   unit: FinancialUnit | null;
   points: GraphingSeriesPoint[];
@@ -38,6 +39,7 @@ export type GraphingCompanySeries = {
 export type GraphingLatestValueRow = {
   ticker: string;
   companyName: string;
+  fiscalPack: string | null;
   status: GraphingCompanySeries['status'];
   errorMessage: string | null;
   latestValue: number | null;
@@ -86,6 +88,7 @@ function extractCompanySeries(
     return {
       ticker: result.ticker,
       companyName: result.ticker,
+      fiscalPack: null,
       status: 'error',
       errorMessage: result.error ?? 'Unable to load financial history',
       unit: null,
@@ -97,6 +100,10 @@ function extractCompanySeries(
 
   const metricRow = extractMetricRow(result.financials, surface, metric);
   const periods = [...result.financials.periods].sort(sortPeriods);
+  const notMeaningful = surface !== 'ratios'
+    && metricRow
+    && 'resolutionMethod' in metricRow
+    && metricRow.resolutionMethod === 'not_meaningful';
   const points = periods.map((period) => ({
     periodId: period.id,
     dateKey: period.periodEnd ?? period.filingDate,
@@ -113,8 +120,9 @@ function extractCompanySeries(
   return {
     ticker: result.financials.company.ticker,
     companyName: result.financials.company.companyName,
-    status: latestPoint ? 'ready' : 'no_metric_data',
-    errorMessage: latestPoint ? null : 'No data available for the selected metric.',
+    fiscalPack: result.financials.normalization.fiscalPack,
+    status: notMeaningful ? 'not_meaningful' : latestPoint ? 'ready' : 'no_metric_data',
+    errorMessage: notMeaningful ? 'Not meaningful for this pack.' : latestPoint ? null : 'No data available for the selected metric.',
     unit: metricRow?.unit ?? null,
     points,
     latestPoint,
@@ -159,6 +167,7 @@ export function buildGraphingComparisonData(input: {
   const latestRows = companies.map((company) => ({
     ticker: company.ticker,
     companyName: company.companyName,
+    fiscalPack: company.fiscalPack,
     status: company.status,
     errorMessage: company.errorMessage,
     latestValue: company.latestPoint?.value ?? null,