Automate issuer overlay creation from ticker searches

docs/architecture/financial-surfaces.md

@@ -45,6 +45,15 @@ As of Issue #26, the financial statement mapping architecture follows a **Rust-f
 
 ## Source of Truth
 
+## Statement Admission
+
+Primary statements are admitted conservatively:
+
+- presentation-role classification is authoritative
+- no-role fallback only admits concepts that match a primary statement taxonomy surface
+- disclosure-only concepts stay in raw persisted facts/concepts and must not appear as primary statement residuals
+- `equity_statement` is a first-class surfaced statement, but it is faithful-first and only has minimal standardized coverage in this pass
+
 ### Authoritative Sources (Edit These)
 1. **`rust/taxonomy/fiscal/v1/core.surface.json`**
    - Defines all surface keys, labels, categories, orders, and formulas
@@ -138,6 +147,14 @@ See `rust/taxonomy/fiscal/v1/core.surface.json` for complete list.
 ### Cash Flow Statement
 See `rust/taxonomy/fiscal/v1/core.surface.json` for complete list.
 
+### Stockholders' Equity Statement
+
+`equity_statement` is exposed in the API/UI as a primary statement surface.
+
+- faithful rows come from snapshot `statement_rows.equity`
+- standardized rows currently cover only a minimal canonical set
+- disclosure-style equity concepts are intentionally excluded from primary statement admission
+
 ## Related Files
 - `rust/fiscal-xbrl-core/src/surface_mapper.rs` - Surface resolution logic
 - `rust/fiscal-xbrl-core/src/taxonomy_loader.rs` - JSON loading