Automate issuer overlay creation from ticker searches

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;