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

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,