Francy51/Neon-Desk
2
0
Fork 0
Code Issues 22 Pull Requests Actions Packages Projects Releases Wiki Activity

Automate issuer overlay creation from ticker searches

Browse Source
This commit is contained in:
francy51
2026-03-19 20:44:58 -04:00
parent 17de3dd72d
commit 391d6d34ce
79 changed files with 4746 additions and 695 deletions
Download Patch File Download Diff File Expand all files Collapse all files

24
lib/graphing/catalog.ts
View File

@@ -38,10 +38,10 @@ export type GraphingUrlState = {
};
export const DEFAULT_GRAPH_TICKERS = ['MSFT', 'AAPL', 'NVDA'] as const;
export const DEFAULT_GRAPH_SURFACE: GraphableFinancialSurfaceKind = 'income_statement';
export const DEFAULT_GRAPH_CADENCE: FinancialCadence = 'annual';
export const DEFAULT_GRAPH_CHART: GraphChartKind = 'line';
export const DEFAULT_GRAPH_SCALE: NumberScaleUnit = 'millions';
const DEFAULT_GRAPH_SURFACE: GraphableFinancialSurfaceKind = 'income_statement';
const DEFAULT_GRAPH_CADENCE: FinancialCadence = 'annual';
const DEFAULT_GRAPH_CHART: GraphChartKind = 'line';
const DEFAULT_GRAPH_SCALE: NumberScaleUnit = 'millions';
export const GRAPH_SURFACE_LABELS: Record<GraphableFinancialSurfaceKind, string> = {
income_statement: 'Income Statement',
@@ -84,7 +84,7 @@ function buildStatementMetrics(
})) satisfies GraphMetricDefinition[];
}
export const GRAPH_METRIC_CATALOG: Record<GraphableFinancialSurfaceKind, GraphMetricDefinition[]> = {
const GRAPH_METRIC_CATALOG: Record<GraphableFinancialSurfaceKind, GraphMetricDefinition[]> = {
income_statement: buildStatementMetrics('income_statement', INCOME_STATEMENT_METRIC_DEFINITIONS),
balance_sheet: buildStatementMetrics('balance_sheet', BALANCE_SHEET_METRIC_DEFINITIONS),
cash_flow_statement: buildStatementMetrics('cash_flow_statement', CASH_FLOW_STATEMENT_METRIC_DEFINITIONS),
@@ -99,7 +99,7 @@ export const GRAPH_METRIC_CATALOG: Record<GraphableFinancialSurfaceKind, GraphMe
}))
};
export const DEFAULT_GRAPH_METRIC_BY_SURFACE: Record<GraphableFinancialSurfaceKind, string> = {
const DEFAULT_GRAPH_METRIC_BY_SURFACE: Record<GraphableFinancialSurfaceKind, string> = {
income_statement: 'revenue',
balance_sheet: 'total_assets',
cash_flow_statement: 'free_cash_flow',
@@ -123,19 +123,19 @@ export function normalizeGraphTickers(value: string | null | undefined) {
return [...unique];
}
export function isGraphSurfaceKind(value: string | null | undefined): value is GraphableFinancialSurfaceKind {
function isGraphSurfaceKind(value: string | null | undefined): value is GraphableFinancialSurfaceKind {
return GRAPHABLE_FINANCIAL_SURFACES.includes(value as GraphableFinancialSurfaceKind);
}
export function isGraphCadence(value: string | null | undefined): value is FinancialCadence {
function isGraphCadence(value: string | null | undefined): value is FinancialCadence {
return value === 'annual' || value === 'quarterly' || value === 'ltm';
}
export function isGraphChartKind(value: string | null | undefined): value is GraphChartKind {
function isGraphChartKind(value: string | null | undefined): value is GraphChartKind {
return value === 'line' || value === 'bar';
}
export function isNumberScaleUnit(value: string | null | undefined): value is NumberScaleUnit {
function isNumberScaleUnit(value: string | null | undefined): value is NumberScaleUnit {
return value === 'thousands' || value === 'millions' || value === 'billions';
}
@@ -171,7 +171,7 @@ export function getGraphMetricDefinition(
return metricsForSurfaceAndCadence(surface, cadence).find((candidate) => candidate.key === metric) ?? null;
}
export function defaultGraphingState(): GraphingUrlState {
function defaultGraphingState(): GraphingUrlState {
return {
tickers: [...DEFAULT_GRAPH_TICKERS],
surface: DEFAULT_GRAPH_SURFACE,
@@ -219,7 +219,7 @@ export function serializeGraphingParams(state: GraphingUrlState) {
return params.toString();
}
export function withPrimaryGraphTicker(ticker: string | null | undefined) {
function withPrimaryGraphTicker(ticker: string | null | undefined) {
const normalized = ticker?.trim().toUpperCase() ?? '';
if (!normalized) {
return [...DEFAULT_GRAPH_TICKERS];

4
lib/graphing/series.test.ts
View File

@@ -113,6 +113,10 @@ function createFinancials(input: {
kpiRowCount: 0,
unmappedRowCount: 0,
materialUnmappedRowCount: 0,
residualPrimaryCount: 0,
residualDisclosureCount: 0,
unsupportedConceptCount: 0,
issuerOverlayMatchCount: 0,
warnings: []
},
dimensionBreakdown: null

2
lib/graphing/series.ts
View File

@@ -55,7 +55,7 @@ export type GraphingChartDatum = Record<string, unknown> & {
dateMs: number;
};
export type GraphingComparisonData = {
type GraphingComparisonData = {
companies: GraphingCompanySeries[];
chartData: GraphingChartDatum[];
latestRows: GraphingLatestValueRow[];