Automate issuer overlay creation from ticker searches

lib/server/financials/bundles.ts

@@ -9,7 +9,7 @@ import {
 } from '@/lib/server/repos/company-financial-bundles';
 import type { FilingTaxonomySnapshotRecord } from '@/lib/server/repos/filing-taxonomy';
 
-export function computeSourceSignature(snapshots: FilingTaxonomySnapshotRecord[]) {
+function computeSourceSignature(snapshots: FilingTaxonomySnapshotRecord[]) {
   return snapshots
     .map((snapshot) => `${snapshot.id}:${snapshot.updated_at}`)
     .sort((left, right) => left.localeCompare(right))

lib/server/financials/cadence.ts

@@ -37,7 +37,7 @@ export function periodSorter(left: FinancialStatementPeriod, right: FinancialSta
   return left.id.localeCompare(right.id);
 }
 
-export function isInstantPeriod(period: FinancialStatementPeriod) {
+function isInstantPeriod(period: FinancialStatementPeriod) {
   return period.periodStart === null;
 }
 
@@ -218,7 +218,7 @@ function selectPrimaryPeriodFromSnapshot(
     candidates.map((period) => [period.id, coverageScore(coverageRows, period.id)])
   );
 
-  if (statement === 'balance') {
+  if (statement === 'balance' || statement === 'equity') {
     return [...candidates].sort((left, right) => compareBalancePeriods(left, right, rowCoverage))[0] ?? null;
   }
 
@@ -238,6 +238,10 @@ export function surfaceToStatementKind(surfaceKind: FinancialSurfaceKind): Finan
       return 'balance';
     case 'cash_flow_statement':
       return 'cash_flow';
+    case 'equity_statement':
+      return 'equity';
+    case 'disclosures':
+      return 'disclosure';
     default:
       return null;
   }
@@ -417,7 +421,7 @@ export function buildLtmFaithfulRows(
       const sourceValues = slice.map((period) => sourceRow.values[period.id] ?? null);
       const sourceUnits = slice.map((period) => sourceRow.units[period.id] ?? null).filter((unit): unit is string => unit !== null);
 
-      row.values[ltmPeriod.id] = statement === 'balance'
+      row.values[ltmPeriod.id] = statement === 'balance' || statement === 'equity'
         ? sourceValues[sourceValues.length - 1] ?? null
         : aggregateValues(sourceValues);
       row.units[ltmPeriod.id] = sourceUnits[sourceUnits.length - 1] ?? null;

lib/server/financials/kpi-registry.ts

@@ -3,7 +3,7 @@ import type {
   FinancialUnit
 } from '@/lib/types';
 
-export type IndustryTemplate =
+type IndustryTemplate =
   | 'internet_platforms'
   | 'software_saas'
   | 'semiconductors_industrial_auto';
@@ -80,7 +80,7 @@ const KPI_REGISTRY: RegistryBundle = {
   tickerDefinitions: {}
 };
 
-export function getTickerIndustryTemplate(ticker: string): IndustryTemplate | null {
+function getTickerIndustryTemplate(ticker: string): IndustryTemplate | null {
   return KPI_REGISTRY.tickerTemplates[ticker.trim().toUpperCase()] ?? null;
 }
 

lib/server/financials/standardize.ts

@@ -101,7 +101,7 @@ export function buildDimensionBreakdown(
   return map.size > 0 ? Object.fromEntries(map.entries()) : null;
 }
 
-export function cloneStandardizedRows(rows: StandardizedFinancialRow[]) {
+function cloneStandardizedRows(rows: StandardizedFinancialRow[]) {
   return rows.map((row) => ({
     ...row,
     values: { ...row.values },
@@ -116,7 +116,7 @@ export function buildLtmStandardizedRows(
   quarterlyRows: StandardizedFinancialRow[],
   quarterlyPeriods: FinancialStatementPeriod[],
   ltmPeriods: FinancialStatementPeriod[],
-  statement: Extract<FinancialStatementKind, 'income' | 'balance' | 'cash_flow'>
+  statement: Extract<FinancialStatementKind, 'income' | 'balance' | 'cash_flow' | 'equity' | 'disclosure'>
 ) {
   const sortedQuarterlyPeriods = [...quarterlyPeriods].sort((left, right) => {
     return Date.parse(left.periodEnd ?? left.filingDate) - Date.parse(right.periodEnd ?? right.filingDate);
@@ -141,7 +141,7 @@ export function buildLtmStandardizedRows(
 
       const slice = sortedQuarterlyPeriods.slice(anchorIndex - 3, anchorIndex + 1);
       const sourceValues = slice.map((period) => source.values[period.id] ?? null);
-      row.values[ltmPeriod.id] = statement === 'balance'
+      row.values[ltmPeriod.id] = statement === 'balance' || statement === 'equity'
         ? sourceValues[sourceValues.length - 1] ?? null
         : sumValues(sourceValues);
       row.resolvedSourceRowKeys[ltmPeriod.id] = source.formulaKey ? null : source.resolvedSourceRowKeys[slice[slice.length - 1]?.id ?? ''] ?? null;

lib/server/financials/trend-series.ts

@@ -64,6 +64,12 @@ export function buildTrendSeries(input: {
       return (input.statementRows ?? [])
         .filter((row) => row.key === 'operating_cash_flow' || row.key === 'free_cash_flow' || row.key === 'capital_expenditures')
         .map(toTrendSeriesRow);
+    case 'equity_statement':
+      return (input.statementRows ?? [])
+        .filter((row) => row.key === 'total_equity' || row.key === 'retained_earnings' || row.key === 'common_stock_and_apic')
+        .map(toTrendSeriesRow);
+    case 'disclosures':
+      return [];
     case 'ratios':
       return (input.ratioRows ?? [])
         .filter((row) => row.category === 'margins')