Automate issuer overlay creation from ticker searches

lib/types.ts

@@ -126,6 +126,12 @@ export type TaskType =
   | "analyze_filing"
   | "portfolio_insights"
   | "index_search";
+export type TickerAutomationSource =
+  | "analysis"
+  | "financials"
+  | "search"
+  | "graphing"
+  | "research";
 export type TaskStage =
   | "queued"
   | "running"
@@ -428,13 +434,15 @@ export type FinancialStatementKind =
   | "disclosure"
   | "equity"
   | "comprehensive_income";
-export type FinancialHistoryWindow = "10y" | "all";
+type FinancialHistoryWindow = "10y" | "all";
 export type FinancialCadence = "annual" | "quarterly" | "ltm";
 export type FinancialDisplayMode = "faithful" | "standardized";
 export type FinancialSurfaceKind =
   | "income_statement"
   | "balance_sheet"
   | "cash_flow_statement"
+  | "equity_statement"
+  | "disclosures"
   | "ratios"
   | "segments_kpis"
   | "adjusted"
@@ -482,7 +490,7 @@ export type TaxonomyStatementRow = {
   sourceFactIds: number[];
 };
 
-export type FinancialStatementSurfaceKind = FinancialDisplayMode;
+type FinancialStatementSurfaceKind = FinancialDisplayMode;
 
 export type DerivedFinancialRow = {
   key: string;
@@ -501,11 +509,11 @@ export type DerivedFinancialRow = {
 };
 
 export type StandardizedFinancialRow = DerivedFinancialRow;
-export type StandardizedStatementRow = StandardizedFinancialRow;
+type StandardizedStatementRow = StandardizedFinancialRow;
 export type SurfaceFinancialRow = StandardizedFinancialRow & {
   statement?: Extract<
     FinancialStatementKind,
-    "income" | "balance" | "cash_flow"
+    "income" | "balance" | "cash_flow" | "equity" | "disclosure"
   >;
   detailCount?: number;
   resolutionMethod?:
@@ -541,6 +549,10 @@ export type NormalizationSummary = {
   kpiRowCount: number;
   unmappedRowCount: number;
   materialUnmappedRowCount: number;
+  residualPrimaryCount: number;
+  residualDisclosureCount: number;
+  unsupportedConceptCount: number;
+  issuerOverlayMatchCount: number;
   warnings: string[];
 };
 
@@ -554,6 +566,10 @@ export type NormalizationMetadata = {
   kpiRowCount: number;
   unmappedRowCount: number;
   materialUnmappedRowCount: number;
+  residualPrimaryCount: number;
+  residualDisclosureCount: number;
+  unsupportedConceptCount: number;
+  issuerOverlayMatchCount: number;
   warnings: string[];
 };
 
@@ -620,7 +636,7 @@ export type MetricValidationResult = {
   validatedAt: string | null;
 };
 
-export type FilingFaithfulStatementRow = {
+type FilingFaithfulStatementRow = {
   key: string;
   label: string;
   concept: string | null;